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Home My WebLink About02-0476 PETITION FOR PROBATE and GRANT OF LETTERS Estate of J a net M. A d air also known as No. To: 21-02-476 Register of Wills for the County ofrllmhpr 1 :::Inri in the Commonwealth of Pennsylvania Deceased. Social Security No. 202 - 20 - 1 533 The petition of the undersigned respectfully represents that: Your petitioner(s), who It/are 18 years of a~f or older an tge eX9cij~ J i x P. s in the last will of the above decedent, dated an u a r y 2 , and codicil(s) dated named 2002 , (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cum b e ria n d Co.unty Pennsylvania with her last family or principal residence at 2':> Hazel Clrcle, Mecl1anlcsoui'g, PA 17055 (list street, number and muncipality) Decendent, then 7 .' years of age, died _ May 7 , 2002 at 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 probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 1 7 , 000 . 00 (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: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t est am e n tar y theron. (testamentary; administration c.La.; administration d.h,n.c.t.a.) 'tr u c u ~3 u _ "'~ ,,0 =".:::l CU'';:: 3&:: u. So :< c '" u; lJ~ ~~~ ~reCl" ~OiU," ~~/;H~~r ~;fJ~7 Avt ., OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 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 of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly. administer the estate according to law. 1~~/7. ;t%!U~ Sworn to or affirmed and subscribed {' before me this 15th d'!)' of ~y 20DL' :U1(t~(/I/~ 1'~~ //}-6</- I '(f '" ~. '" ~ '" Ol ~ ~o. 21-02-476 Estate of Janet M. Adair , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW MAY 16 2~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 21, 1993 described th~rein be admitted to probate and filed of record as the last will of J a net M. A d air and Letters Testamentary are hereby granted to Val e ria M. Brown Will Book # Page ~/,</(J ;im'~/h/j4~ gister ot' Wills ,/. 'Y FEES Probate, Letters, Etc. ......... Short Certificates( ).......... ",-pages Rehunclation ................ JCP $ 50.00 $ 12.00 $ 1~9S1., $ 5.00 TOTAL _ $ 78.00 '" MY. .l.ii,. 2.0,Q2................. stephen J. Hogq, Esquire 36812 ATTORNEY (Sup. Ct. J.D. No.) 19 S. Hanover st., Ste. 1011 CarliSle, fA 7013 ADDRESS (717) 245-2698 Filed PHONE ..~ . ~~--, RENUNCIATION 21-02-476 In Re Estate of Janet M. Adair deceased. To the Register of Wills of Cumber 1 a nd County. Pennsylvania. The undersigned Executrix M!1rjo rd MeMo hOfl of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to Valeria M. Brown day of 2002 WITNESS hand this ~CllCOn p i 'vnC~~ (Signature) ~~~ (Signature) 3081 Svu 32.v'lcL st. re~ cf2 q17Sh (Address) U"j ~ (Signature) ........., ? (Address) ~ WILL OF 21-02-476 JANET M. ADAIR I, JANET M. ADAIR, of Mechanicsburg, Cumberland county, Pennsylvania, declare this to be my last Will and hereby revoke all prior wills and codicils. 1. I direct that all my just debts, funeral expenses, gravemarker and administrative expenses shall be paid from my residuary estate as soon as practicable after my death. 2. I direct that all inheritance, estate, transfer, succession and death taxes of any kind whatsoever which may be payable by reason of my death shall be paid out of my residuary estate. 3. I direct that my entire estate be distributed as follows: A. wherever sisters, I leave situate Valeria my entire estate of whatever nature and to be divided equally between my two Brown and Margaret McMahon. B. Should either of my sisters predecease me, then the entire estate shall pass to my surviving sister. 4. McMahon, survivor I appoint my sisters, Valeria Brown and Mararet as joint Executrix' of this my last Will, or the of them. 5. The Executrix' of this will shall have the power to distribute my estate in cash or in kind, or partly in either. 6. I direct that no Executrix acting under this Will shall be required to enter bond in any jurisdiction. l' WITNESS 2/ day of hereunto set my hand this , 1993. ~ In" Ql~ JANET M. ADAIR tJ(! J----. / IrS ," . The preceding instrument consisting of this and two other pages was on the day and date hereof signed, published and declared by JANET M. ADAIR, as and for her last will in the presence of us, who at her request, in her presence and in the presence of each other have subscribed our names as witnesses here to. ..{1~7~ ~ur;J y~ . ,(1L. ~ --&~ ACKNOWLEDGMENT Commonwealth of pennylvania County of Cumberland I, JANET M. ADAIR, the testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will; that I signed it willingly and as my free and voluntary act for the purposes therein expressed. ss :a~In' ad~ J T M. ADAIR Sworn to or affirmed and acknowledged before me by ET M. ADAIR, the testatrix, 'f/Utt , 199L. r, ,'~:t:;;:';;S;;---~'.' "'/' otary; I ,,3'act'''''' J Hilgg, Notarv Puo/ic ; , '\ \~::j~ 5o,:n, ?Jm~ COun!v ! j d.' .."',,ms.""r '~'piI<<;June lQ\1J\l\'IdA VIT ----...---- ",' fJpr,1t1tV, Ps~~,~~~-.:---:.,-...J Commonwealth of'Pennsy~v~~l~ ss county of Cumberland We, Al.(dr<'"~ t. AU"/'U5 and /Kofn) (' 5e"lfz-~r , the witnesses hose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each sUbscribing witness in the hearing and sight of the testatrix signed the Will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. c:2~-t~ (~6.t/~ 2r!,,-.:it Juf:9r Swo to or affirmed and to before me by witnesses, this~_IS7day of , 199~. y i',k'i,}'>j;;;:e--.., j ,:.:::':~,!~~~7~t~~~~~~;~~~, ~~~'~y t' ~,"," ,..,~,'n',..",';.."" --'Y\'lr" :""", 'I" 1Q90" . ',' .- _,'. I ,. .. ",]0"" ~__ .,~ ._, ,. . ,~, .... "., ..__'u u,_~_.."",-,___._,__"______~_"",,,,_.""'_'N_"'" !>/I''r tw" ~~I1f~'::vi\""~ A.'t..."'t.x'i;:.m. "-, n~ "nr:,';;"",C I' ~I c'/ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Janet M. Adair Date of Death: May 7, 2002 Will No. Admin, No, 2002-00476 To the Register: I certify that notice of (beneficial interest) estate administration required hy Rule 5,6(a) of the Orphans' Court Rules was served on or mailed to the following heneficiaries of the above-captioned estate nn 07/1 7/02 Name Address Valeria Brown 01944 Myrtle Lake Avenue, Fruitland Park, FL 34731 Margaret McMahon 3681 SW 32nd street, Redmond, OR 97756 Notice has nnw been given to all persons entitled thereto nnder Rule 5,6(a) except Date: 07/17/02 / //~:'"/ ,;:.,,"~(Z//I/ Namestephen J. Hogg, Esquire Address 1 9 s. H a n 0 \I e r S t r e e t, S t e. 1 0 1 Carlisle, PA 17013 Telephone (7 1 7 245-2698 Capacity: _ Persnnal Representative ~Counsel for personal representative ..,fi.; .1' REV.t600 EX + (No) ~ '~; I ~:.~ u:~ ..:.'''~'Ii\.'' , !'::"i.,.fr.. '. 1~:Cl"~/""~' COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 I- Z W o W () W o DECEDENTS NAIJE (lAST. FIRST. AND MiDDlE INITIAl) Adair Janet M. DATE OF DEATH (MM-IJO.YeM) '/"}--6y-/ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH (MM-IJO.Y8a') 05/07/2002 07/18/1928 (IF APPUCABLE) SURYMNG SPOUSE'S NAME (lAST. FIRST. AND IAIDDlE INITIAl) I!! "~ri 1il&8 ""'''' "tal 1XI1. Original Retum D 4. Limited Eslale D 6. Decedent Died Teslale _h"",,~1'Ml o 9. L1l1gatlon Proceeds Received I- ffi I " uire TELEPHONE NUMBER 7172452698 o 2. Supplemantal Ratum D 40. FuturelnlerestCompromise("'~_""12.12.a2) D 7. Decedent Malnlalnad a Living Trust""""""'r~T""'l o 10.SpousaIPovertyCradlt{d"~__12-31.""".l'''1 -- a'FICIAL use ONLY FLE NUMBER 21-020476 ""'CKiijlf""CciCir-YfAR---iiiiiER-- SOCIAL SECURITY NUMBER 2 0 2 - 2 0 - 1 5 3 3 THIS RETURH MUST BE FLED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ o 3.RemalnderRetum IdaltofdlathpriorbU.1U21 D 5. Fadaral Eslale Tax Retum Required _ 8. Total Number 01 Sata Depos. Boxes o 11. Election to lax under Soc. 9113(AI_S<hO) D 0 FIDENTlAi.,TAX INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS 19 S. Hanover Street Ste.101 Carlisle 1. Reel Estale (Schadule A) 2. SIocks and Bonds (Schadule B) 3. CIose~ Held Colporatlon, PartnOlShlp or SoIe-Proprietorshlp 4. Mortgages & Noles Recetvable (Schedule D) 5. Cesh, Bank Deposlls & Miscellaneous Personal Property (Schedule E) z o ~ ::l I- ~ () w 0::: (1) (2) (3) (4) (5) 6. Jolnlly Owned Property (Sc!ledule F) (6) D Separale Billing Requesled 7. Inler,VIvos Transfers & Miscellaneous Non-Probale Property (7) (Sc!ledule G or L) 8. Total Gross Asse" (1oIa1 Lines 1,7) 9. Funeral Expenses & AdmlnlslratiYe Costs (Schedule H) (9) 10. Debts of DecedenL Mortgage liabilities. & liens (Schedule II (10) 11. Total Deductions (1oIa1 Lines 9 & 10) 12. Net Value 01 Estate (LIne 8 minus line 11) 13. Cheritable and Goyemmental BequeslslSec 9113 Trusts for which en _to tax hes noI been mode (Schedule J) 14. NetVslue Subject!o Tn (Une 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;( !5 11. ::E o () ~ 15. Amount of line 14laxeble el the spousal tax rale. or1rensfers under See. 9116 (eX1.2) 16. Amounl 01 Line 14 lexeble el....1 rale 17. Amounl 01 L1no14lexeble at sibling rale 18. Amount 01 Line 14 lexeble at collaleral rale 19. Tax Due PA 17013 OFFICIAL USE ONLY 17.251.25 1.032.40 (8) 18.283.65 6.091.47 86.68 (11) (12) (13) 6.178.15 12.105.50 (14)' 12.105.50 X .0_(15) X .0_(16) 12.105.50 X .12 (17) 1 ,452.66 X .15 (18) (19) 1 ,452.66 20. D , CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT S E S'ON'REVERSE.SIDE AND RECHECK MATH < < '. ;'" 'i',;" ,,,J,;..,, . .' Decedent's Complete Address: .- , STREET AllIlRESS 25 Hazel Circle CITY .. Mechanlcsbur STATE PA ZIP 17055 Tax Payments and Credits: 1, . tax Due (Page lUne 19) 2, . CredltsIPayments.. .-: . ;. _ A Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,452.66 Total Credits (A +8 +C) (2) 3. InterestIPenaIty il applicable D. Interest E. Penally T otallnterestIPenally ( D + E ) 4. IIUne 21s greater than Une 1 +Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 10 requesl a refuod (4) 5..,,:IIUne 1 +Une 31s greater than Une 2, enierthe difference. This Is the TAX DUE. (5) A. Enter the Interest on the tax due. (5A) B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: FlEGISTER OFWILLS, AGENT (3) 1,452.66 1 ,452.66 -~"~~j~j'~J.?rt.t~l"f:71t-_,~::nl PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN .X. IN THE APPROPRIATE BLOCKS 1. DId decedent make a transler and: Yes No a. retain the use or Income of the property transferred; ........................................................................... 0 lRl b. retain the right 10 designate who shall use the property transferred or Its income; ........................................ 0 lRl c. retain a reversionary Interest; or ...................................................................................................... 0 lRl d. receive the promise lor IlIe of either paymenls, benefits or care? ............................................................. 0 lRl 2. If dealh occurred after December 12, 1982, did decedent transfer property wilhln one year of death withoul receiving adequate consideration?............................................................................................... 0 lRl 3, Old decedent own an 'in truslfor' or payable upon death bank account or securily at his or her dealh? ............. .... 0 lRl 4. Did decedent own an Individual Retirement Account, annuily, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 lRl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. IkW ~ IlIpooju1y.I_UlaII h..._lhis _, incbling ~ng 8Chedules and ,_, and ~!he beslollT'f knowledge and bel~f. U is true. cooocI andoomple~. ~1lI__"""!hepolSOll~_lativeisbaoed"'81._llIwhlch_h..lllI'knowledge. SIGNATURE OF PERSON RESPONSiBlE FOR FlUNG RETURN DA E 'll "> /R; /)) ADORESS 01944 Myrtle Lake Avenue Fru' Park SIGNATURE OF P EPRESENTATlVE ADDRESS 19 S. H t, Ste. 101 Carlisle PA 17013 " . .--,.........-. ..... L......."......"., ,,"". "'~.,~ " -'iII!ItIAi1~:M1;iij'''...~i;(li!i1i',~liiJ~i~;;:~t~U'jt~:I.);;~L:~;:J!o.:::'.:i! For dates 01 death on or afler July I, 1994 and before January 1,1995, the tax rate ImpOsed on the net value of transfers 10 or for the use of the surviving spouse is 3% [72 P.S. 59116 (a)(1.1)(i)l. For dates of death on or afler January I, 1995, the tax rate Imposed on the net vaiue of transfers to or for the use of lhe surviving spouse is 0% [72 P.S. 59116 (a) (1.1) (il)l. The statute does not exernot a transfer to a surviving spouse from tax, and the statutory requirements lor disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or afler July 1, 2000: The tax rate Imposed on the net value of translers lrom a deceased child twenly-one years of age or younger at death 10 or for lhe use 01 a natural parent, an adoptive parent, )I a stepparent of the child is 0% [72 P,S. 59116(a)(1.2)1. The tax rate imposed on the net value of transfers to or for the use of lhe decedenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. 59116(1.2) [72 P.S. 59116(a)( 1 )1. The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings Is 12% [72 P.S. 59116(aKl.3)1. A sibling Is defined, under Section 9102, as an ndivldual who has at least one parenlln common with the decedent, whether by blood or adoption. ~~.;; '* COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Adair. Janet M. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 02 0476 1_ the proceeds of litigation and the date the proceeds w... received by the estate. All property jolntly-owned with the right 01 sUNlvorshlp mUlt be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Checking Account #1157442 13,660.92 Balance at date of death 2. 3. 4. 5. 6. 7. 8. 9. 10. 1982 Atlantic Mobile Home 12x56 VIN#0728012142 sold to Stonernill Property Management 204 Stonemill Drive, Elizabethtown, PA VIN 0728012142 1,000.00 1991 Oldsmobile Cierra Sedan sold to Sidney R. Sellers 110 Sharon Road. Enola, PA VIN 2G3AL54N4M2346992 2,000.00 Personal Property - Bicycle, Lawn Mower, Lawn Ornaments, Patio Furniture, Gargage Shelves, Car Tools, Lawn Tools, Living Room Furniture, Clothes, Refrigerator, Dishes Kitchen Supplies, Stereo, TV, Table and Chairs and Storage Cabinets; All donated to Volunteers of America 0.00 0.00 Com cast Cable - Credit 8.61 PP&L Refund 20.06 Property Tax Refund 317.42 Advertising Overpayment Refund 3.24 Mobile-Rae Inc. - Mobile Home Insurance Refund 50.00 Donegal Companies - Car Insurance Refund 191.00 TOTAL (Also enter on line 5, Recapitulalion) $ (If more space is needed, Insert addilional sheets of lhe same size) 17251.25 ,~ ..' .......~.,,~ '* COMMONWEALTH Of PENNSYLVANIA INHERJTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Adair. Janet M ff.n ....t wa. made joint within one yur 01 the dacadenf. date 01 daath, k mUlt ba raporlad on Schadull G. SURVIVING JOINT TENANT(S) NAME A. Valeria Brown B c JOINTLY-OWNED PROPERTY: ADDRESS 01944 Myrtle Lake Avenue Fruitland Park, Florida 34731 FILE NUMBER 21 02 0476 RELATIONSHIP TO DECEDENT Sister LETTER DATE DESCRJPTlON Of PROPERTY lIOF DATE OF DEATH ITEM FOR JOINT MADE Include name 0# financial Institution Md balk account number or &imIIcr identifying number. Atta::tJ DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JDINT deed forjoinUy-held real "Iale. VAlUE DF ASSET INTEREST DECEDENrSINTEREST 1. A. 09/1990 M&T Bank Acct#2674053604 2,064.79 50. 1,032.40 . . TOTAL (Also enter on line 6, Recapitulalion) $ 1 032.40 (II more space Is needed, insert additional sheets D1the same size) ,. .' ....~"':."." '* COMMONWEALTH OF PENNSVLVANIA INHERJTANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Adair Janet M 21 02 0476 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Home, Inc. 2,614.00 2. R.J. Romberger Memorials 495.00 3. Executrix Expenses from Valaria Brown Travel (gas, motel, phone bill) 845.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions N.me of Porsonal RepnlSenlallve (s) Valeria Brown 862.56 Social SeOJrity Numbef(.) , EIN Numbar of Porsonal ROpnlS8nlallve(.) StreetAdd.... 01944 Myrtle Lake Avnue Cily Furitland Park S1a1a FL Zip 34731 y..~.) Commission Paid: 2. Attorney Fees Stephen J. Hogg, Esquire 862.56 3. F.mlly Exemption: (If decedents .dd....1s notlha same as cIalmanrs. sltach explanation) Claimant SlIeetAdd.... CiIy Slala Zip Relationship of Claimant to Decedent --:- 4. Probala Fees 75.00 5. Accountanfs Fees 6. Tax Retum PrepalOfs Fees 7. Inventory and Tax Return 25.00 8. Advertising: Cumberland Law Journal 75.00 The Sentinel 87.35 9. Tax Return and Inventory 25.00 10. Accounting (Est.) 125.00 TOTAL (Also enter on line 9, Recapitulation) $ 6091.47 (If more space Is needed, insert additional sheets of the same size) '*.,> ..." _~d,!,,"'; *' SCHEDULEJ DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COM\fON\'IEAl TH ~ PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Adair. Janet M. Include unrelmbursed medlcale.pens... ITEM NUMBER FilE NUMBER 21 02 0476 DESCRIPTION AMOUNT 1. Stonemill Property Management - Final Water/Sewer bill 34.74 2. PP&L Bill for May 20.06 3. PP&L Final Bill for June 31.88 TOTAl (Also enter on line 10, Recapitulation) $ (If more space Is needed, insert additional sheels of the same size) 86.68 V" INVENTORY Estate of Janet M. Adair No.21 02 0476 , Deceased Date of Death Social Security No. 202-20-1533 also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all af the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Stephen J. HOQQ, Esquire I.D. No.: 36812 Address: 19 S. Hanover Street, Ste. 101 Carlisle Telephone: 7172452698 Valeria Brown Dated 03/14/03 PA 17013 Description Value M& T Checking Account #1157442 Balance at date of death 13,660.92 1982 Atiantic Mobile Home 12x56 VIN#0728012142 soid to Stonemill Property Management 204 Stonemill Drive, Elizabethtown, PA 1,000.00 1991 Oldsmobiie Cierra Sedan sold to Sidney R. Sellers 110 Sharon Road, Enola, PA VIN 2G3AL54N4M2346992 2,000.00 Com cast Cable - credit 8.61 Total 17,251.25 {Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory Janet M. Adair 21 02 0476 PaQe 1 Description of Inventory Description Value PP&L Refund 20.06 Property Tax Refund 317.42 Advertising Overpayment Refund 3.24 Mobile-Rec Inc. - Mobile Home Insurance Refund 50.00 Donegal Companies - Car Insurance Refund 191.00 Subtotal $ Grand Total $ 581.72 17,251.25 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HOGG STEPHEN J ESQUIRE 19 S HANOVER STREET SUITE 101 CARLISLE, PA 17013 _nnn_ fold ESTATE INFORMATION: SSN: 202-20-1533 FILE NUMBER: 2102-0476 DECEDENT NAME: ADAIR JANET M DATE OF PAYMENT: 03/24/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/07/2002 NO. CD 002329 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,452.66 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: STEPHEN J HOGG ESQUIRE CHECK#108 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $1,452.66 DONNA M. OTTO DEPUTY REGISTER OF WillS \ FJ-ht/-/ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF OEDUCTIONS AND ASSESSHENT OF TAX RrK> H.c . ., DATE ESTATE OF DATE OF DEATH FILE NUMBER All :17cOUNTY ACN 05-26-2003 ADAIR 05-07-2002 21 02-0476 CUMBERLAND 101 STEPHEN J HDGG ESQ STE 101 19 S HANOVER ST CARLISLE '03 JUN -2 '*' REY-15~1 EX lFP (01-03) JANET M Allount Rellitted C:8ri PA 170Csllnb0i F~" MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV:is4TEx--AFP--[oFiiiY-No"-icE--oF-i:}~'HEifiTANCE-"-AX-A-PPRA-isEifENT:--ALi-oWANcrcfR:----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ADAIR JANET M FILE NO. 21 02-0476 ACN 101 DATE 05-26-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of line 14 taxable at Lineal/Class A rate (16) 17. Allount of line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 , .00 .00 X 045, .00 12,105.50 X 12 , 1,452.66 .00 X 15 , .00 (19)' 1,452.66 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 17.251.25 1.032.40 .00 (B) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 1l0) 6,091.47 86.68 (11) (12) (13) (14) NOTE: To insure proper credit to your account} submit the upper portion of this form with your tax payment. 18,283.65 6.178 I~ 12,105.50 .00 12,105.50 (+, AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 03-24 2003 CD002329 .00 1,452.66 BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-25-2003 TOTAL TAX CREDIT 1,452.66 BALANCE OF TAX DUE .00 INTEREST AND PEN. 8.96 TOTAL DUE 8.96 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HOGG STEPHEN J 19 S HANOVER STREET SUITE 101 CARLISLE, PA 17013 ______n fold ESTATE INFORMATION: SSN: 202-20-1533 FILE NUMBER: 2102-0476 DECEDENT NAME: ADAIR JANET M DATE OF PAYMENT: 10/29/2003 POSTMARK DATE: 10/28/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/07/2002 NO. CD 003177 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $9.13 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: VALERIA BROWN,EXECUTOR CIO STEPHEN J HOGG ESQUIRE CHECK# 114 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $9.13 DONNA M. OTTO DEPUTY REGISTER OF WILLS LAW OFFICES OF :)./ - D;J. - 4- 7 \l H G ll...-". stamfJ~1 $O.37Q. ,,;:", '''$'1'''-_; ~~~~27 2003 '- '" ,'j , ~ . ~POSTAGE I ~ III '-, '/ /, 'JIRST-CLAS~MAlL ~II. "...;:-'~lll' STAMPS,COM 06280000464877 STEPHEN J. HOGG 19 S_ HANOVER STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013 1...111...111""..11..11...11,..11.11,....,1111"'1111111".1 Cumberland County Register of Wills Cumberland County Courthouse 1 Court House Sq Carlisle P A 17013-3301 /7~4- / BUREAU OF INDIVIDUAL TAXES INHERll~HCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STEPHEN J HOGG ESQ STE 101 19 5 HANOVER ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-26-2003 ADAIR 05-07-2002 21 02-0476 CUMBERLAND 101 01 * RH-15~7 EX AFP ID1-0$) JANET M Allaunt Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RETAIN LOWER PORTION FOR YOUR RECORDS ~ CUT ALONG THIS LINE ~ R[-v~iStrj-f;f-Af:'p--foi-~-o3i--NciT-fci:--cF-"f~iHEifff;.ifcE-TA~-l-P?R:."isiiiiNT".--A~l-o~AiicE-cfR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ADAIR JANET M FILE NO. 21 02-0476 ACN 101 DATE 05-26-2003 TAX RETURN WAS: I X) ACCEPTED AS FILED ) CHANGED IT ail Ci:&$t:55riient was i~niued previuusly.. iine=i>> 14, i5 anti/uP J,O, "'" .LD &nu l~ will reflect figures that include the total of 8bh returns assessed to date. ASSESSMENT OF TAX: ? 15. Allount of Line 14 at Spousal 16. Allount of Line 14 taxable at 17. Allount of Line 14 at Sibling 18. Allount of Line 14 taxable at 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds {Schedule Bl 3. Closely Held stock/Partnership Interest (Schedule CJ 4. Hortgages/Notes Receivable (Schedule DJ S. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets (1) (2) (3) (4) (5) (6) 171 .00 .00 .00 .00 17 , 251. 25 1,032.40 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule HJ 10. Debts/Hortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/GovernMental Bequestsj Non-elected 9113 Trusts lSchedule J) 14. Net Value of Estate Subject to Tax (9) (10) 6,091.47 86.68 Ill) (12) 113) 114) 1"""1":'. NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax paYllent. 18,283.65 6.178 Iii 12,105.50 .00 12,105.50 rate Lineal/Class A rate rate Collateral/Class B rate (15) (16) 1171 (18) .00 X 00 = .00 .00 X 045 = .00 12,105.50 X 12 = 1,452.66 .00 X 15 = .00 [19)= 1,452.66 TAX CRI"DITS: "<~<.r '0' AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 1-) 03-24-2003 CD002329 .00 1.452.66 BALANCE OF UNPAID INTEREST/PENALTV AS OF 03-25-2003 TOTAL TAX CREDIT 1,452.66 BALANCE OF TAX DUE .00 INTEREST AND PEN. 8.96 TOTAL DUE 8.96 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF TMIS FORM FOR INSTRUCTIONS.) F}-6'-/- I BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * REY.1601 EX. lFl' (OL~llSl STEPHEN J HOGG ESQ STE 101 19 S HANOVER ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-24-2003 ADAIR 05-07-2002 21 02-0476 CUMBERLAND 101 JANET M Amount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV=i6oTEx--AFi.--ciiFo3Y------....--fNifERITANciCfiix--si'iffEHENrcfFTccouN"f--...--------------------- ESTATE OF ADAIR JANET M FILE NO. 21 02-0476 ACN 101 DATE 11-24-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-26-2003 PRINCIPAL TAX DUE,_ 1,452.66 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-24-2003 CD002329 .00 1,452.66 10-28-2003 CD003177 8.96- 9.13 TOTAL TAX CREDIT 1,452.83 BALANCE OF TAX DUE .17CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .l7CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. [ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CRl.. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Janet M. Adair Date of Death: 5/7/02 Will No. Admin. No. 21 02-0476 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 X No 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3 . If the answer to No. 1 is Yes, state the following: a. account with the Court? Did the personal representative file a final Yes x No 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 X No d . CopIes of receIpts, releases, Joinders a, approvals of formal or mformal accounts may be filed wIth ~he Clerk of the Orphans' Court and may be attached to thIs report ~; '1' /' Date: 1~/lllo3 l t/ /A, , Signature i Ste h n J. H Name (Please type or print) 19 S. Hanover Street, Ste. 101 Carlisle PA 17013 Address (717) 2452698 Tel. No. Capacity : Personal Representative x Counsel for personal representative (1, iJJ ~1I1( LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE. PA 17013 IN RE: ESTATE OF JANET M. ADAIR Paragraph 3A of Will: Total Estate Value: Valeria Brown Margaret McMahon IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21 02-0476 PROPOSED DISTRIBUTION $13,169.89 $ 6,584.95 $ 6,584.95 LAW OFFICES OF STEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF JANET M. ADAIR ORPHAN'S COURT DIVISION NO. 21 02-0476 FIRST AND FINAL ACCOUNTING Of the Estate of Janet M. Adair, Deceased, Late of Cumberland County, Pennsylvania. Filed on behalf of VALERIA M. BROWN, Executrix Date of Death: Letters Testamentary Granted: May 7, 2002 May 16, 2002 Letters Advertised: The Sentinel: OS/22/02, OS/29/02 and 06/05/02 Cumberland Law Journal: 05/31/02,06/07/02,06/14/02 Accounting filed: June 2003 ACCOUNT FINAL AS OF: /~l3Io S LAW OFFICES OF 'lTEPHENJ. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE. PA 17013 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF JANET M. ADAIR ORPHAN'S COURT DIVISION NO. 21 02-0476 Purpose of the Account: Valeria M. Brown, Executrix of this Estate files this Accounting to acquaint interested parties with the transactions that have occurred during his execution. The Account also indicates the proposed distribution of the estate. It is important for the Account to be carefully examined. Requests for additional information or questions or objections can be discussed with the undersigned Attorney for the Estate. Stephen J. Hogg, Esquire 19 S. Hanover Street, Suite 101 Carlisle, PA 17013 (717) 245-2698 Attorney for Estate lAW OFFICES OF STEPHEN]. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 RECEIPTS OF PRINCIPAL CASH Personal Property- all donated 1982 Oldsmobile Cierra Sedan sold to Sidney R. Sellers 110 Sharon Road, Enola, PA VIN: 2G3AL54N4M2346992 1982 Atlantic Mobile Home 12x56 VIN0728012142 sold to Stonemill Property Management 204 Stonemill Drive Elizabethtown, PA M& T Bank Checking Account #1157442 Interest REFUNDS Comcast-Refund PP&L Refund Property Tax Refund Advertising Overpayment Refund Mobile-Rec. Inc.- Mobile Home Ins. Refund Donegal Companies- Car Insurance Refund JOINTLY OWNED PROPERTY M&T Acct#2674053604 50% of total value of $2,064.79 Jointly owned with Valeria Brown, Sister TOTAL GROSS ASSETS $ 0.00 $2,000.00 $1,000.00 $13,660.92 $ 190.52 $ 8.61 $ 20.06 $ 317.42 $ 3.24 $ 50.00 $ 191.00 $ 2,088.93 $19,530.70 LAW OFFICES OF STEPHEN]. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE. PA 17013 DISBURSEMENTS OF PRINCIPAL EXPENSES AND DISBURSEMENTS Stonemill Property Management Final Water/Sewer Bill PP&L - May PP&L- June Total ADMINISTRATIVE EXPENSES Myers Funeral Home, Inc. R.J. Romberger Memorials Executrix Expenses (gas, motel, phone bill) Personal Representative's Commissions Attorney fees Probate fees Advertisement: Cumberland Law Journal The Sentinel Accounting (Est.) Inventory and Tax Return Inheritance Tax Total TOTAL EXPENSES AND DISBURSEMENTS TOTAL GROSS ASSETS LESS EXPENSES AND DISBURSEMENTS NET ESTATE AMOUNT FOR DISBURSEMENT $ 34.74 $ 20.06 $ 31.88 $ 86.68 $1,344.00 $ 495.00 $ 845.00 $ 862.56 $ 862.56 $ 75.00 $ 75.00 $ 87.35 $ 125.00 $ 25.00 $1,452.66 $6,274.13 $6,360.81 $19,530.70 $ 6,360.81 $13,169.89 LAW OFFICES OF ,TEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE. PA 17013 VERIFICATION I Valeria M. Brown, do hereby verify that I am the Petitioner herein, and that the facts set forth in the aforegoing Petition to Settle an Estate are true to the best of my knowledge, information and belief, upon information supplied. I understand that false statements herein are subject to the penalties of 18 Pa. C.S.A. ~4g04, relating to unsworn falsifications to authorities. Date: ((J ~ / (' 0 ") 'Co '. 'f3 . a:.J(,,,--~Jn i ~'O"J-<... '- VALERIA M. BROWN Sworn to or affirmed and subscribed to before me by witnesses, this /7 rlf day of c:::::7e- TC,(? l/~ , 2003. . ..,;;'i.~,~;;;.. SAISNiiAT E. BROWN t:f'JJ;,';f:~ MY co. M, MISSION #,CC 9213,95 ~;'~'eV EXPIRES Maret> 23, 2004 -',71R";v;f./ Barrdeo Tht;1 Notal'! PlJbllc U~deMrrters ~"',," ."~:;:;;.;... , r-' '~; / .7 -,,/ .~.~1'- S<~ .~'v",! Notary Public My Commission Expires: LAW OFFICES OF ;TEPHEN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Janet M. Adair, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: I d )T),03 iQ,w,,< )!JAr" [yj~j VALERIA M. BROWN ~ ~ WAIVER OF DISTRIBUTION I, Margaret McMahon, beneficiary named in my sister, Janet M. Adair's Will, wish to waive any distribution of her estate. I understand Janet M. Adair bequeathed me one half of her estate and I understand that by signing this rtCl1\ltr Waiver I wil~othing from her estate. ~ A/~ . ~"3-~,:I~ <7: Margar McMahon Date: J/!c,/b3 I ( ~ 4 ,.~ Commonwealth of Pennsylvania ss County of Cumberland On this jo fb day of ~O veJYlb.ff ,2003, before me, the undersigned officer, personally appeared Margaret McMahon, known to me or satisfactorily proven to be the person whose name is subscribed to the attached Waiver of Distribution, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. My Commission expires: /0/17/00 ,~f)U}Z(4 W~ otary Public I . OFFICIAL SEAL TAMMY WANKER NOTARY PUBLIC-OREGON COMMISSION NO. 356754 MY COMMISSION EXPIRES JUN. 17 2006 ~, LAW OFFICES OF TEPlffiN J. HOGG 19 S. HANOVER STREET SUITE 101 CARLISLE, PA 17013 . . CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Janet M. Adair, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: 1//1)/03 / I '/al;G~ET' ~~tftn~4