The URL can be used to link to this page

Home My WebLink About02-0495 Estate of Barbara L. Tretter also known as PETITION FOR PROBATE and GRANT OF LETTERS :J.I-U;A. .4/'10 No. To: , Deceased. Register of Wills for the County of Cumherland in the Commonwealth of Pennsylvania Social Security No. ] 80-26-5938 The petition of the undersigned respectfully represents that: Your petitioner( s), who is/are 18 years of age or older and the executor in the last will of he above decedent, dated Februarv II and codicils(s) dated None named 192-8- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland her last family or principal residence Claremont Drive Carlisle Cumberland Coun Penns lvania 17013. (list street, number and municipali County; Pennsylvania, with Decedent, then 87 years of age, died Claremont Nursing and Rehabilitation Center Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for orobate: was not the victim of a killing and was never adiudicated incompetent: No exceptions March 5th , 2002, at Decedent at death owned property with estimated vales as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: None $ " $ $ $ ( ( WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant ofletters Testamenta thereon. ~ Richard C. R 00 355 North 21" Street. Suite 205 Carno Hill. PA 17011 inistration c. t.a; administration .. ~'"' ~i ~ 0 .".g ~~ T~ . ~ " OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND } ss The petitioner(s) above-named swear( s) or affirm( s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief ofpetitioner(s rsonal representative(s) of the above decedent petitioner(s) will well and trul . . e estate accor g to law. 17-~5 - " Sworn to or affirmed and subscribed before me this 20th day of MAY ~o 2 EJ IA/ M Y C. LEWIS' I Register "" 00' " " " ~ " ~ No. 21-2002-495 Estate of Barbara L. Tretter , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 21st 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated February II, 1998 described therein be admitted to probate and filed of record as the last will of Barbara L. Tretter and Letters Testamentary are hereby granted to Richard C. Rupp ~ C.?/.nLl~M/ J/{',J,i//?/,8 d4 Register 0 ills / I MARY C. LEWIS FEES Probate, Letters, Etc. ......... $ 25.00 Short Certificates (6) . . . . . . . .. $ 18.00 $ $ 9.00 TOTAL $ 51:BB Filed . .M~Y. 21:".t,.2~02. . . . . . . . . . . . . . . . . . . Richard C. Ru~, Esquire #34832 AT RNEV (Sup. Ct.!.D. No.) Renunciation ............... x-Pages (3) JCP 355 North 21" Street. Suite 205. Camo Hill. PA 17011 ADDRESS 717-761-3459 PHONE .-" fZ.i ~ .,..-', MAILED LETTERS TO ATTORNEY RICHARD RUPP ON 5/21/02 ,~,'w__""_,_,,_,,_,_,,,~______'_~_'_'_.__"_"."_~W_ -- .March 5, 2002 5. 87 C,\WP60\ESTATES\WILLS\TRETTER.WIL January 26, 1998 ... \ LAST WILL AND TESTAMENT OF BARBARA L. TRETTER 21-2002-495 I, BARBARA L. TRETTER, of Country Meadows, Ctunberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any time heretofore made. ITEM I - I direct my Executor, hereinafter named, to pay all my just and lawful debts and funeral expenses out of my personal estate as soon after my decease as is convenient. ITEM II - All the rest, residue and remainder of my Estate, real, personal, and mixed, I give, devise and bequeath, as follows: to my Trustee, hereinafter named for my sister Genevieve Tretter, IN TRUST, with the said net income from my Trust and not principal to be used by my Trustee only for her special needs and not for her support, maintenance, or welfare. My Trustee shall have complete and sole discretion as to how to apply the said net income from this Trust for the special needs of my sister, Genevieve. Any income not used in any year shall be added to principal. l1)t,.1 C,\WP60\ESTATES\WILLS\TRETTER.WIL January 26, 1998 ~ , ITEM III - If any person or entity or governmental unit or agency attempts to attach this trust, or attempts to acquire the income or principal for Genevieve's support, maintenance or welfare or for any other reason, then this trust shall immediately terminate and shall be distributed to my named residual charitable beneficiaries, named hereinbelow, or, if my sister Genevieve, should predecease me or die during the term of this Trust, then said Trust shall terminate and shall be distributed to my ... named charitable beneficiaries as follows: ~ ONE-HALF (50%) to my Church, Our Lady of the Lourdes Roman Catholic Church, located in Enola, Pennsylvania, for my Church's general use and benefit; and ONE-QUARTER (25%) to the United Methodist Home for Children and Family Services, Inc. in Mechanicsburg, Pennsylvania for the benefit of the children who are served by that program. ONE-QUARTER (25%) to the Pennsylvania S.P.C.A. in Philadelphia, currently at 350 E. Erie Avenue, Philadelphia, PA. In the event that it cannot be determined with certainty which organization is intended by the SPCA in Philadelphia or in the event it no longer is in existence, then this share of my estate shall be paid to the United Methodist Home for Children and Family Services, Inc. in Mechanicsburg, Pennsylvania. 13 t- '1 2 . C,\WP60\ESTATES\WILLS\TRETTER.WIL January 26, 1998 .. ... ITEM IV - All federal, state and other death taxes, payable because of my death with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered part of the expenses of the administration of my estate and shall be paid from my estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my Executor may think proper, regardless of whether such taxes are then due. ITEM V - f3,l-'f My Executor, appointed under this will shall have the following powers: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk, or productivity. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investment authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification, risk, or productivity . C. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper. 3 C:\WP60\ESTATES\WILLS\TRETTER.WIL January 26, 1998 ~ ", .. D, To borrow money from any person or institution including my Executrix and to mortgage or pledge any or all real or personal property as my Executor in his sole discretion shall choose, without regard for the dispositive provisions of this instrument E. To compromise any claim or controversy. F. To exercise any option, right or privilege granted in insurance policies or in other investments. ITEM VI - I nominate and appoint RICHARD C. RUPP as the Executor and Trustee of this, my Last Will and Testament. If Richard Rupp predeceases me or is unable to serve as such, then I nominate and appoint my bank, Pennsylvania National Bank, as the Successor Executor and Successor Trustee of this, my Last Will and Testament. ITEM VII - No bond or other security shall be required of any Executor or Trustee appointed in this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /111. day of ~Lo"''';().'f'<.Y 1998. U ' t3~ ';t~ (SEAL) BARBARA L. TRETTER residing at (!P-ntP ;-/;/ / /4. I ' (A-Yn~ ~}I/ ;1 residing at ~l--r 4 ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent: Barbara L. Tretter Date of Death: March 5. 2002 Will No. Admin. No. 2002-00495 To the Register: I certify that notice of beneficial interest required by Rule the Orphans' Court Rules was served on or mailed to the beneficiaries of the above-captioned estate on August 20, 2002: 5.6(a) of following Name Address Genevieve Tretter. 46 Erford Road. Camn Hill. PA 17011 Notice has now been given to all except None Capacity: persons entitled thereto under Rule 5.6(a) ~~:~ Name Richard C. Rupp, Es 're Address 355 N. 21" St., Suite 205 Camp Hill, PA 17011 Telephone (717) 761-3459 (>L- Personal Representative Counsel for Personal Representative Date: August 20, 2002 Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2005 RUPP RICHARD C POBOX 395 355 NORTH 21ST CAMP HILL, PA ST SUITE 205 17011 RE: Estate of TRETTER BARBARA L File Number: 2002-00495 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, .~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge uJ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Bar hat' a.. -Jre+fe.r- Date of Death: -11 a reA 5' . ~ D 0 ::l,., , Estate No.: :( 00 J.. -'C) 0 ~ 9 ~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . Yes 0 No :bll 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: tI b 1/. {,. 20 () S" 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of e Orphans' d may be attached to this report. '3fb~/ cP' I c:') ( Si ture ~~~ Name 1:.. ~ 'b/STr Addrest,A-1rn ~ ~. ~- ?'- ,-~ "laY' Tel o. Capacity: Wersonal Representative ~ounsel for personal representative -=., u1 Currberland County - Register Of wills One Courthouse Square Carlisle, FA 17013 Phone: (717) 240-6345 Date: 2/02/2006 RUPP RICHARD C POBOX 395 355 NORTH 21ST ST SUITE 201 CAMP HILL, PA 17011 RE: Estate of TRETTER BARBARA L File Number: 2002-00495 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/05/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, I> ~" ~~' 1:'/1 " . , ~~'~. uJ ", " ,(7 GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Jud.ge STATUS REPORT UNDER RULE 6.12 Name ofDecedent: baIbutL -rfetfe y Date of Death: J1o.rc h ~"' a rjJ (j; d Will No.: JCP~~- @l/:JLlCf5 Admin. No.: Pursuant to Rule 6.12 of the Suprelne Court Orphans' Couli Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether a~istration or the estate is complete: Yes 0 No J){l 2. If the answer is No, state when the personal ,g~.ljl~ef*ative reasonably believes that the administration will ~e complete: ~ (0 3. If the answer to No.1 is Yes, state the fql1owmg: a. Did the personal representative file a final account with the Court? Yes No 0 b. The separate Orphans' Court No. (if any) for the personal representa.tive's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No D. .. c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with k of the 0 ' Court and may be attached to this repo Date: 3 ~ I d (::1 L--..:._~.... Signature ~GNu-J t. - ~tL{J p Name 355 N. d J sf- s+: ste CJ.(/J/ ~ tUYl P Hi II fA- rtcp II Address 'l! l-11--T~ (- 345q Telephone No. Capacity: n Personal Renresentative ~ Counsel for "'personal representative VL NOTICE OF INHERITANCE TAX pennsylvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE REBrRMB�gTTqgf � ASSESSMENT OF TAX DEPARTMENT OF REVENUE C INHERITANCE TAX DIVISION N , REV-1547 EX AFP (11-14) PO BOX 280601 HARRISBURG PA 17128-0601 REGISTER OF WILLS 6 hal 1143 DATE 015 ESTATE OF TRETTERBARBARA L CLERK; OF DATE OF DEATH 03-05-2001 FILE NUMBER 21 02-0495 ORPHANS' COURT COUNTY CUMBERLAND PRICHARDM -LRJLpO C!1 Pia ACN 101 22COLGATE APPEAL DATE: 06-05-2015 CAMP HILL PA X17 011 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT-ALONG-THIS-LINE 0 -RETAIN LOWER PORTION-FOR-YOUR-RECORDS E- ------------------ --- ----- ---- -------------- -------------------- --- ---- ------------- REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TRETTER BARBARA LFILE NO. :21 02-0495 ACN: 101 DATE: 04-06-2015 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) C7) .00 8. Total Assets (8) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Total Deductions (11) .00 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00 14. Net Value of Estate Subject to Tax (14) 00 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount o,f Line 14 at spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate C16) -fly x 045 = .00 17. Amount of Line 14 at sibling rate (17) nn X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. `� REV-1470 EX(01-10) _ pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 HARRISBURG, 17128-0601 DECEDENT'S NAME FILE NUMBER Barbara L. Tretter 2102-0495 REVIEWED BY ACN Joan Agent#196 101 ITEM SCHEDULE No. EXPLANATION OF CHANGES Efforts to file an Inheritance Tax return have been exhausted in the above referenced estate. Therefore, the filing requirements have been waived. The Department however, reserves the right to assess any assets that may be recovered at a future time. Page 1