The URL can be used to link to this page

Home My WebLink About02-0918 PETITION FOR PROBATE and GRANT OF LETTERS Estate of MARY E. RENARD also known as Deceased. Social Security No. 172-01-5240 To: No. ;l./-oa...,'1/f Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioners are 18 years of age or older and the Executors named in the last will of the above decedent, dated November 7, 1984 and codicil(s) dated [none]. J. Harper Renard predeceased decedent herein on March 7, 1989. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 230 Mountain View Road, Mt. Holly Springs, Dickinson Township. Decedent, then 90 years of age, died October 2, 2002, at 230 Mountain View Road, Dickinson Township, Mt. Holly Springs, Pennsylvania. 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: Decedent at death owned property with estimated values 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 ofreal estate in Pennsylvania situated as follows: [none] $ unestimated $ $ $ WHEREFORE, petitioners respectfully request the probate of the last will and codicil(s) presented herewith and the grant ofletters Testamentary thereon. Vicki L. Loving 230 Mountain View Road Mt. Holly Springs, P A 17065 (717) 486-4481 ~<'x~ ~ ~~~L Michael B. Renard P.O. Box 385 Independence, KS 67301 (620) 331-0417 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA ) : SS. COUNTY OF CUMBERLAND ) The petitioners above-named swear or affirm that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioners and that as personal representatives of the above decedent, petitioners will well and truly administer e estate a7co ing aw. ~ - , Sworn to or affirmed and subscribed {,.. .' before me this 9th day of lcki L. Loving October 20 /JJ;~ Michael B. Renard 17- 91/-/ No. 21-2002-918 Estate of MARY B. RENARD, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, October 10th, 2002 , in consideration ofthe petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrnment dated November 7, 1984, described therein be admitted to probate and filed ofrecord as the last will of MARY E. RENARD and Letters Testamentary are hereby granted to Vicki L. Loving and Michael B. Renard. FEES Probate, Letters, Etc. Short Certificates( 7) Renunciation x-Pages (1) JCP TOTAL $ 60.00 $ 21.00 $ $ $ $ 89.00 2002 3.00 ~.uu If~ mPffi--/~ Register of Wills Donna M. Otto, 1st Deputy John B. Fowler ill, Esquire (06273) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PAl 70 13 (717) 243-3341 Will Book # Page Filed October 10th, .- K \ ',r.:', ~lL~1JO~~074~P~tgLo2 F\FlLES\DA TAFlLE\ESTATES\107411.oath 21-2002-918 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Vicki L. Loving and Michael B. Renard, each a subscriber hereto, each being duly qualified according to law, depose and say that they are familiar with the signature of Mary E. Renard, Testatrix of the Will presented herewith and that they believe the signature on the Will is in the handwriting of Mary E. Renard to the best of their knowledge and belief. Sworn to or affirmed and subscribed before me this 9th day of october , 2002. 30 Mountain View Road Mt. Holly Springs, P A 17065 Th)"~'m~C~b~pq ~ egis r~ P.O. Box 385 ~ Independence, KS 67301 "--" . " ;--" 1!1O~.805 REV 9/86 This is to certify that the information here given is correcrly copied from an original certificate of death duly flIed with me as Local Registrar. The original cerrificare will be forwarded to rhe Stare Viral Records Office for permanent filing. WARNING: It is illegal to duplicate this copy hy photostat or photograph. Fee for this cenificate, $2.00 p 8617345 No. Stwtcn.. '1.tJitm.IA .... Local Regisnl9> fl' "'tt L OCT 04 2002 Date "lot.lo.1"""...t COMMONWEALTH OF PENNSYLVANIA. DEPARTMEm Of HEALTH. VITAL RECOADS CERTIFICATE OF DEATH' llRlf:1"__c..--. .. .,October 2. 2002 CUIIlberb.nd lKO :0...-:-= wotlCl'I't_.........._-...- Annie Bo11Dser - 230 Mounta1n V1ew aoad. Ht. Bolly Sprinss. PA 17065 .__ 00lIo m_ R .- """""" _elf tlIJoI'Il'....-.~ .. "" _J-M Ul'tlIII!"IYINI .... B. Ienard , -,- I ""'- _",_C:iIworoI 90 - ~~ Cumberland County I 3 230 Mounta1n V1ew Road ,.. t1t. Holl S rin s. PA -,.-~ Daniel Brandt .... VeL. Lov n ....C0.o.-.lIOIlD ___0 -- 7. 2002 ..- FD-012975-L Dillsburs Cemetery-Mt.Rd. Dillaburs. PA 17019 - lum!nll a:-.Im:. .~.ChestrutSt. ,D111sbJrg.PA 17019 -- -- ,~ ._- M It._~ .........-.. .-....-____ --...--......-..-........... UII..,__..__ """'~ m . [ lO~AS'" ... ... M' - -~...... =Cf)i _ 0 _ 0 ... -- --.._m ~'"'" - -- -.. ~O _0 000IN___ - - ..- ~~""__,..._.._____....,;,..,..._____Vl ,.-_......,---.-----~-_.._................................ I ~ I ~~..~'::::~::"':..e::=~..=_~..... Cl "IIBlICN.'t".- ~ ~ l. . =":.*~~.~~~~~:;':~~~~~..~:~.~~:~.~~~~I.~ 0 ", - - NIO........cP l7lry,..".,. , . '.. THREE. SPRINGS' FAlIlln'RACT/CE . HOLLY S INGS.PA 17065 ............- -..- 172 - 01.. - ~240 ::':::"0 Vhite - .---- ~ -L om~ ~O - I=- 1--- i MIlt.. _...-.._--..-.... ..-........~_......_L ;9/ .......,...~ DhCl'IIIItOIt__ o. .... 0...0 -p LAST WILL AND TESTAMENT OF MARY E. RENARD 21-2002-918 I, MARY E. RENARD, of Dickinson Township, Cumberland County, Pennsylvania, declare this instrument to be my Last will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my husband, J. Harper Renard, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to J. Harper Renard. 4. Should my husband, J. Harper Renard, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate as follows: A. The sum of One Thousand Dollars ($1,000.00) to First united Methodist Church, Mount Holly Springs, Pennsylvania. A similar bequest is included in the will of my husband executed this date and it is our intention that said legatee receive only one such bequest so that the bequests are not doubled in the event my husband and I die within thirty days of each other. It is our inten- tion that such bequest be satisfied out of the estate of the survivor of my husband and myself (regardless of whether or not the survivor is alive on the thirty-first day after the death of the other) to the extent possible and to the extent not so satisfied then the unpaid balance of any such bequest shall be satisfied out of the estate of the one first to die. B. The residue to my issue living on the thirty-first day following my death, per stirpes. 5. I nominate and appoint my husband, J. Harper Renard, as Executor of this my Last will and Testament; and as substitute Executors I nominate and appoint my children, Michael B. Renard and vicki L. Loving. I further direct that my Executor and substitute Executors shall not be required to file bond or security in any jurisdiction. - 1 - IN WITNESS WHEREOF, I have hereunto set my hand and seal this 7th day of November, 1984. ~ E: 7fj~J-, Mar E. Renard (SEAL) Signed, sealed, published and declared by the above named Testatrix, Mary E. Renard, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~\J.~ ~~~U- t. t-\~ - 2 - Mi2W&6 TEN EAsr HIGH STREET CARuSLE. PENNSYLVANIA 17013 TELEPHONE (717) 243-3341 F^CSIMILE (717) 243-1850 INTERNET www.mdwo.com December 31, 2002. HAND DELNERED 41~ .;)Jj)J Office of Register of Wills Cumberland County Courthouse Carlisle, PA 17013 RE:Estate of Mary E. Renard Estate No. 21-02-0918 Date of Death: October 2, 2002 Dear Clerk: ,-, ,""'. ....J.,.. - AlTORNEYS& COUNSELLORS AT LAw WilLIAM F. MARTSON JOHN B. FOWLER 1lI EDWARD L SCHORPP DANIEL K DEARDORFf THOMAS J. WILLlAMS" Ivo V. Orro 1lI GEORGE B. hLLER JR.' CARL C. RlSCH MARK A. DENLINGER DAVID R. GALLOWAY ANTHONyT. LUCIDO "'BOARD CEnIFlEO.cML TklAl SPECIAUST d !"J C' , ' [:-J v~; ~ i:;j, ~ VJ Enclosed with this letter is estate check in the amount of $7,500.00 representing payment of Pennsylvania Inheritance Tax in the above-referenced estate. Will you please issue the appJ:Opriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. . Very truly yours, MARTSON DEARDORFF WILLIAMS & OTTO ~.:l~.. JBF/clm Enclosure F:\P1LES\DATAFlLB\BSTA TES\10741.1-1'OYI_ t INFORMATION. ADVICE. ADVOCACy'M COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 171 28-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MARTSON DEARDORFF ETAL TEN EAST HIGH STREET CARLISLE, PA 17013 ___~..n fold ESTATE INFORMATION: SSN: 172-01-5240 FILE NUMBER: 2102-0918 DECEDENT NAME: RENARD MARY E DATE OF PAYMENT: 12/31/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/02/2002 NO. CD 002009 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,500.00 I I I I I I I I TOTAL AMOUNT PAID: $7,500.00 REMARKS: VICKI L LOVING C/O MARTSON ETAL - NO CHECK # SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS pour v-- F:\FlLES\DA T AALE\EST A rES\ 10741-t-notice.cert CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mary E. Renard Date of Death: October 2, 2002 File No. 21-02-918 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about January 2,2003. Vicki L. Loving 230 Mountain View Road Mt. Holly Springs, P A 17013 Michael B. Renard P.O. Box 385 Independence, KA 67301 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: January 2,2003 Signature Name John B. Fo er ill, Esquire MART N DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative - ,- !2{)UJ \J F :\F1LES\DA T AFILE\EST A TES\ 10741-1.llOtice.cc:n.2 AMENDED CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mary E. Renard Date of Death: October 2,2002 File No. 21-02-918 To the Register: I certify that notice of estate administration required by Rule 5 .6( a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on or about February 5, 2003. First United Methodist Church 202 West Butler Street Carlisle, PA 17013 Vicki L. Loving 230 Mountain View Road Mt. Holly Springs, P A 17065 Michael B. Renard P.O. Box 385 Independence, KA 67301 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: February 5, 2003 Signature Name /5. ohn B. Fowler III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative , REV. 1500 EX + l&-lIDI w ~ ~~'" ,,~~ !I!~g "i1~ ~W ~ ~ nF.F'C Ir',L dSL; G~,LY ~ "- *' l-t-CiL\ - I REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 4a. Future Interest Compromise (date of death after IZ-'Z-8Z} 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95 Ell OENCE. CONfilO "AL T RmlON SH COMPLETE MAILING ADDRESS FILe NUMBER 21 02 00918 COUNTY CODE YEAR NUMBER SOCIAL SECURtTY NUMBER 172-01-5240 THIS RETURN MUST BE FIL.ED IN DUPL.ICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 3. Remainder Retun1 (dale 01 death prior to 12-13-82) o 5. Federal Estate Tax. Return Required o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach 5ch 0) D erOIR COMMONWEALTH OF PENNSYLV,6..N\A DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 ~ w c w " w c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) RENARD, MARY K EO TO: Ten East High Street Carlisle, PA 17013 (1) None Of-F,Cl"L, U~;E ONI_Y (2) 157,542.27 (3) None (4) None (5) 19,719.89 (6) 19,419.99 (7) 55,567.18 (8) 252,249.33 (9) 13,982"00 (10) 9,877.10 (11) 23,859.10 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) (12) 228,390.23 10/02/2002 10/02/2012 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) 1,000.00 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST AND MIDDLE INITIAL) .~ i2w ~c ~z 8~ ~ 1. Original Retum o 4. Limited Estate 181 6. o 9. TillS'sElI!ftoll1IIlJS'IIUa AME Joho B. Fowler, III o 2. Supplemental Return o o o (14) 227,390.23 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z 227,390.23 .045 (16) c 16.Amount of Line 14 taxable at lineal rate x ~ S ~ 17. Amount of Line 14 taxable at sibling rate x .12 (17) ~ 0 " ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) ;p,'t1X0'4'+4j:!!,~~; Decedent Died Testate (Attach copy 01 Will) Litigation Proceeds Received " LE'TEO. ALL C tRM NAME (If applicable) Martson Deardorff Williams & Otto ELEPHONE NUMBER 717/243-3341 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole~Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o " :l ~ ~ ~ (\ ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 10,232.56 10,232.56 Copyright 2000 form software only The Lackner Group,lnc. \<\~, ""i1i1;; CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT <'4::- ." giJ8'%. '" ,;ill 20 0 '_~~i:!il1!'1'G'J\Il'!lWER.AL\. CllUlsTIONS QblIIilEVeRSE'~'Il~._'~Et:KMATIi15~' Form REV.1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 230 MOUNTAIN VIEW ROAD CITY TSTATE PA I ZIP 17065 MT HOLLY SPRINGS Tax Payments and Credits: L Tax Due {Page 1 Line 19} 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount 7,500.00 394.74 Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Une 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable 10: REGISTER OF WILLS, AGENT (1) 10,232.56 (2) 7,894.74 (3) 0.00 (4) (5) 2,337.82 (SA) (58) 2,337.82 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;....................................................m....... ................... ~ I b. retain the right to designate who shall use the property transferred or its income;................... ................ c. retain a reversionary interest; or....................................... ......................... ................................................ d. receive the promise for life of either payments, benefits or care?......................... .................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........., ..".,.................... ... ."................... .,..,.,.,............",............... ."",..,......... ~ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 181 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....... .............................. .............................................................. ............... 0 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 320 Mountain View Road Mt Holly Springs, P A 17065 SIGNATURE OF R ON Michael B. Renard ADDRESS P.O. Box 385 Inde endenee, KS 67301 PREP~RE r~A~NTAT'VE r,IlI . - .. ADDRESS Ten East High Street Carlisle, P A 17013 DATE DATE If.! 3/03 For dates of death on Dr after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P .S. 99116 (a) (1.1) (i)J. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for 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 after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116 1.2) [72 P.S. ~9116 (a) (1)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)}. A sibling is defined, under Section 91 Q2, as an individual who has at least one parent in common With the decedent, whether by blood or adoption. Decedent's Complete Address: STREET ADDRESS 230 MOUNTAIN VIEW ROAD CITY MT HOLLY SPRINGS PTATE PA I ZIP 17065 Tax Payments and Credits: 1, Tax Due (Page 1 line 19) 2. Credits/Payments A Spousal Poverty Credit B. Prior Payments C. Discount (1) 10,232.56 7,500.00 394.74 Total Credits (A + 8 + C) (2) 7,894.74 3. InteresVPenalty jf applicable D. Interest E. Penalty TotallnteresUPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. ~nter the total of Line 5 -t SA. This is the BALANCE DUE. (3) 0.00 (4) _"______ (5) 2,337.82 (5A) (5B) 2,337.82 Make Check Payable to: REGISTER OF WILLS, AGENT 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.. 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? .............. ...................."..... ................................. ........ .......... .............. ...... PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No :: ~::~ ~~: ~:~t~~i~~~;~~:t:~~~::r~s~t~:f~r;;:~.~;~;~.~.~f~.;~~~.~;~~~.;~~~~~;::: ::::::::::::::::::::::::::...... ~o I c. retain a reversionary interest; or".""....................................... ................................ .................................. tj d. receive the promise for life of either payments, benefits or care?........................ ................................. 2. If death occurred after December 12. 1982. did decedent transfer property within one year of death without receiving adequate consideration?... ........ .... ............ .... ........................ .................. ........ .......... ... ~ o o o 181 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. preparer other than the personal representative is based on all information of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RE.TURN I\DDRESS Vield L. Loving 320 Mountain View Road Mt Holly Springs, P A 17065 DATE SIGNATURE OF PERSON RESPONS!eu: FOR F!!...ING RETURN t,'Chael B. Renard 'r...,. " '" . SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE John B. Fowler, III ADDRESS OAT: P.O. Box 385 Inde endence, KS 67301 M. Yb 03 DATE ADDRESS i!i~__>>--.:;v-" ] I Ten East High Street Carlisle, P A 17013 .~.._ "'. ,"-,-0--_1 ",.~11ijiRI1;X_"'il ___ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for 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 after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. S9116 (a) (1.2)1. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.311. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '* SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYlV~NIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RENARD, MARY E. I FILE NUMBER 21-02-00918 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH I 300 shares, Ameren Corp. (CDSIP 023608102) 42.105 12,631.50 2 120 shares, American Electric Power Co. (CDSIP 025537101) 29.51 3,541.20 3 2 shares, Anixter Inti Inc. CDSIP (465642106) 21.875 43.75 4 328 shares, BP Amoco (CDS!P 055622104) 41.170 13,503.76 5 300 shares, Dominion Resources, Inc. (CDS!P 25746Ul09) 51.67 15,501.00 6 262.5 shares, Exelon Corp. (EXC) 49.085 12,884.81 7 200 shares, Empire District Electric Co. (CDS!P 291641108) 17.01 3,402.00 8 89 shares Entergy Corp. (CDS!P 29364GI03) 43.055 3,831.90 9 58 shares, National Grid Transco PLC (NGG) 36.50 2,117.00 10 100 shares, OGE Energy (CDSIP 670837103) 17.75 1,775.00 II 200 shares, Sempra Energy (CD SIP 816851109) 20.40 4,080.00 12 200 shares, Southern Corp. (CDSIP 842587107) 29.03 5,806.00 l3 200 shares,Westar Energy Corp. (CDSIP 485314108) 10.925 2,185.00 14 1,000 shares, Cash Invest Trust-Class AARP (A!TXX) 1.00 1,000.00 15 1,007.063 shares, Managed Muni-BondsClass AARP (AMUBX) 9.53 9,597.31 16 1,773.492 shares, GNMA Fund- Class AARP (CDSIP 00036MI09) 15.43 27,364.98 17 826.37 shares, Alliance Corporate Bond-CL A, Acct # 13-2768210 10.56 8,726.4 7 18 100 shares, Putnam High Yield Trust-CL A (CDSIP 746782101) 6.70 670.00 19 1,272.262 shares, Van Kampen DS Government Fund-A (CDS!P 921129102) 14.68 18,676.81 20 756.157 shares WaddeIl & Reed WR Advisors Bond A (CDSIP 910450204) 6.47 4,892.34 Total of Continuation Schedule(s) 5,311.44 TOTAL (Also enter on line 2, Recapitulation) 157,542.27 *' SCHEDULE B STOCKS & BONDS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETlJRN RESIDENT DECEDENT ESTATE OF RENARD, MARY E. I FILE NUMBER 21 - 02 - 00918 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 21 $5,000 City of Topeka, Hospital Revenue Bond Series 1978 (890587BD9) 105.71 5,285.50 22 Sernpra Energy, accrued dividend 25.00 23 City of Topeka Bond, accrued interest 0.94 Page 2 of Schedule B '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RENARD, MARY E. I FILE NUMBER 21 - 02 - 00918 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER 1 PNC checking #5140398025 DESCRIPTION VALUE AT DATE OF DEATH 14,253.42 2 10/1/02 Interest on City of Topeka, Hospital Revenue Bond Series 1978 168.75 3 1993 Buick Sedan 2,500.00 4 Household goods 500.00 5 State Farm Insurance, premium refund 74.46 6 2002 federal income tax refund 2,043.26 7 2002 state income tax refund 180.00 TOTAL (Also enter on Line 5, Recapitulation) 19,719.89 '* SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RENARD, MARY E. I FILE NUMBER 21-02-00918 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT B Michael B. Renard 230 Mountain View Road Mt. Holly Springs, P A 17013 P.O. Box 385 Independence, KS 67301 Daughter A Vicki L. Loving Son JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH FOR JOINT MADE DECO'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST estate. 1 A&B 05118/2001 Members 1st Savings #205237-00 25.00 33.33% 8.33 2 A&B 05118/2001 Members 1st C.D. #205237-40 58,240.80 33.33% 19,411.66 TOTAL (Also enter on line 6, Recapitulation) 19,419.99 '* SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT RENARD, MARY E. FILE NUMBER 21 - 02 - 00918 ESTATE OF This schedule must be comcleted and filed if the answer to any of Questions 1 throullh 4 on DaDe 2 is ves. ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF Include the name of the transferee, their relationship to decedent and the dale of transfer. DECO'S EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed for reat estate VALUE OF ASSET INTEREST (IF APPLICABLE) I 112002, Transfer of $1 0,000 to Michael Renard, son 10,000.00 100% 3,000.00 7,000.00 2 10/1/02, Transfer of $5,000 to Michael Renard, son 5,000.00 100% 5,000.00 3 10/1/02, Transfer of$5,OOO to Vicki Loving, daughter 5,000.00 100% 3,000.00 2,000.00 4 11114/01, Transfer of Decedent's 1/3 interest in PNC Bank 19,226.60 100% 19,226.60 CD#1700015375 to Vicki L. Loving, daughter 5 10/24/01, Transfer of Decedent's 113 interest in Waypoint 22,340.58 100% 22,340.58 Bank CD#31 000203432 to Vicki L. Loving, daughter TOTAL (Also enter on line 7, Recapitulation) 55,567.18 *' SCHEDULE H RJNERALEXPENSES & ADMINISTRATlVE COSTS CQMMONWEAL1rI OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RENARD, MARY E. I FILE NUMBER 21-02-00918 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State - Zip Y ear( s) Commission paid 2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 9,730.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3,500.00 Claimant Vicki L. Loving Street Address 230 Mountain View Road City Mt. Holly Springs State PA Zip 17065 Relationship of Claimant to Decedent Daughter 4. Probate Fees Cumberland County Register of Wills, probate fee 299.00 5. Accountant's Fees 6. Tax Return Preparer's Fees Mervin Braught, 2002 income tax returns (estimated) 100.00 7. Other Administrative Costs I Register of Wills, short certificates 57.00 2 EVP, stock valuation reports 31.00 Total of Continuation Schedule(s) 265.00 TOTAL (Also enter on line 9, Recapitulation) 13,982.00 *' Schedule H Funeral Expenses & Adninistralive Costs continued COMMONWEAllHOF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RENARD, MARY E. I FILE NUMBER 21 - 02 - 00918 3 Register of Wills, filing fee, Inheritance Tax return 15.00 4 Reserved for miscellaneous expenses and filing fees 250.00 Page 2 of Schedule H . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RENARD, MARY E. I FILE NUMBER 21-02-00918 Include unreimbursed medical expenses. ITEM NUMBER I Messiah Village, daycare DESCRIPTION AMOUNT 129.00 2 Care-for-People 153.00 3 Met-Ed, account payable September 2002 72.23 4 Waste Management, account payable 44.88 5 Met-Ed, account payable October 2002 97.68 6 State Farm Insurance 219.08 7 Outstanding checks in PNC Checking #5140398025 on date of death: (#2312 - $37.55; #2314 - $8,919.68 (prepaid funeral); #2315 - 204.00) 9,161.23 TOTAL (Also enter on Line 10, Recapitulation) 9,877.10 . REV-1513 EX+ (9-00) '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF RENARD, MARY E. I FILE NUMBER 21-02-00918 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributJons) 1 Vicki L. Loving Daughter 1/2 estate residue 230 Mountain View Road, Mt. Holly Springs, PA 2 Michael B. Renard Son 1/2 estate residue P.O. Box 385, Independence, KS 67301 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 First United Methodist Church 1,000.00 202 West Butler Street, MI. Holly Springs, P A TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 1,000.00 DEC-12-2002 08:58 PNCBANK elF DEPARTMENT 412 705 0057 P.01/01 o PNCBAN< December II, 2002 Victoria L. Otto Ten East High Street Carlisle, P A 17013 RE: Estate of Mary E. Renard, deceased SSN: 172-01-5240 000: 10/212002 Dear Ms. Otto: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #S 140398025 Est.1blished 03/0111980 MARY E RENARD I / DaD balance: $14,251.95 + $1.47 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any fiDanc:ial transactions Or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNe Bank branch office. Sincerely, ~~ Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 firsl Ave. Pin,burib P A 15219 Member FDIC -S{:j.f. \\ C. h. .J..~ I TOTAL P.01 Members/Sf FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 205237 -00 05/18/2001 $25.00 $.00 $25.00 Vicki L. Loving, Michael B. Renard CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 205237 -40 18 MO 05/18/2001 $58,232.39 $8.41 $58,240.80 Vicki L. Loving, Michael B. Renard ;tJ:;; 1S~REDIT UNION -C -' -- Denise A. Anders Insurance Products Supervisor November 20, 2002 Estate of: MARY E. RENARD Date of Death: 10/0212002 Social Security Number: 172-01-5240 SC.fI \\F", ~ I ~ 2.. LAST IHLL AND TESTAMENT OF MARY E. RENARD I, MARY E. RENARD, of Dickinson Township, Cumberland County, Pennsylvania, declure this instrument to be my Last \vill and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. 1 hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable aEter my neath. 3. Should my husband, ,J. Harper Renard, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to J. Harper Renard. 4. Should my husband, ,T. Harper Eenard, predecease me or die on or before the thirtieth day following my death, 1 devise and bequeath the remainder of my estate as follows: A. ~he sum of One Thousand Dollars ($1,000.00) to First United Methodist Church, t10unt Holly Sprinqs, Pennsylvania. A similar bequest is included in the Will of my husband executed this date and it is our intention that said legatee receive only one such bequest so that the bequests are not doubled in the event my husband and I die within thirty days of each other. It is our inten- tion that such bequest be satisfied out of the estate of the survivor of my husband and myself (regardless of whether or not the survivor is alive on the thirty-first day after the death of the other) to the extent possible and to the extent not so satisfied then the unpaid balance of any such bequest shall be satisfied out of the estate of the one first to die. B. The residue to my issue living on the thirty-first dClY following my death, per stirpes. 5. I nominClte and appoint my husband, J. Harper Henard, as Executor of this my Las-t ~'7ill a.nd Testament; and as substitute Executors I nominClte and appoint my children, Michael B. Renard and Vicki L. Loving. I further direct that my Executor ann substitute ~xecutors sllall not be required to tile bond or security in any jurisdiction. IN NITNESS HlIERE:OF, I have hereunto set my hand and seal this 7th day of November., 1984. //L.:L T-,-' S.:--' --h. I ~. //,:;- ,trod_I. ,y' Mar~ E. Renard (SEAL) Signed, sealed, published and declared by the above named Testatrix, Mary E. Renard, as and for her Last Will and Testament, in our presence, who, in her 9resence, at her request, and In the presence of each other, have hereunto subscribed our names as attesting witnesses. \J'-r'-A kJ \, .I 1<., \,'\ L - ,~ j ....;,...-,. . , c~~~'-'- -r t-\Gl.~Cvj /,? 0'/- / "- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG1 PA 1712B-D601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Recof^'ecd, ry:;,-,_ 1,~ --__, '._ ,- _ _.-c;: Rec ;c;: " ::;,". -, JOHN B FOWLER MARTSON ETAL 10 E HIGH ST CARLISLE "03 alDATE ESTATE OF DATE OF DEATH FILE NUMBER All :~UNTY -ACN 06-03-2003 RENARD 10-02-2002 21 02-0918 CUMBERLAND 101 III JUN -6 *' REV.15UEX'FPIDl_In MARY E O:'ri: PA 1701l!:um:;:' A.oU"tt Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... REV=isc,.:rEir-AFP--foFci3Y-iioricE--OF-YriHEifiTANCrrAX-APPRAisENEiiT~--ALi-oNAircE-DR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RENARD MARY E FILE NO. 21 02-0918 ACN 101 DATE 06-03-2003 TAX RETURN WAS: I X) ACCEPTEO AS FILED ) CHANGED NOTE: I~ an asseSSMent was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ Abb returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (IS) 16. Amount of Line 14 taxable at Lineal/Class A rat. (16) 17. Amount of Line 14 at Sibling rete (17) 18. Amount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due .00 X 00 = .00 227,390.23 X 045 = 10,232.56 .00 X 12 = .00 .00 X 15 = .00 (19)= 10,232.56 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 Cl 4. Hortgages/Notes Receivable (Schedule Dl S. Cash/Bank Deposits/Hisc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 157.542.27 .00 .00 19.719.89 19.419.99 55,567.18 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl 10. Debts/Mortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Government.l Bequests; Non-elected 9113 Trusts (Schedule Jl 14. Net V.lue of Estate Subject to Tax (9) (10) 13,982.00 9.877.10 Ill) (12) (13) (14) NOTE: To insure proper credit to your account, su~it the upper portion of this form with your tax pay.ent. 252,249.33 :>~.R~9 ]0 228,390.23 1,000.00 227,390.23 T&Y CREDIT": K."." "J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 1-) 12-31-2002 CD002009 394.74 7,500.00 PAYMENT MUST BE MADE BY 07-02-2003*. TOTAL TAX CREDIT 7,894.74 BALANCE OF TAX DUE 2,337.82 INTEREST AND PEN. .00 TOTAL DUE 2,337.82 . 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 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM 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 FOWLER JOHN B III 10 E HIGH STREET CARLISLE, PA 17013 __~n___ tBld ESTATE INFORMATION: SSN: 172-01-5240 FILE NUMBER: 2102-0918 DECEDENT NAME: RENARD MARY E DATE OF PAYMENT: 06/09/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/02/2002 NO. CD 002657 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,337.82 I I I I I I I I TOTAL AMOUNT PAID: $2,337.82 REMARKS: VICKI L LOVING C/O JOHN B FOWLER III ESQUIRE CHECK# NO CK # SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS ates ~\S .. ...:p .J\.r ,,'0 ",'7- IGJ ~. ...\~ ...... ".eI> 0' Ir ~... :0.7- ..'I" .1 :>. .., ..' . ~\, ..' ..' ..,1 ", .", ,~~ ft\'JII> ..'" I\S ".r 0\9. ".- ~.m ,,~ ~\." ~. "\i ...... 1'-\...... i(\i ,. 0\'" 'eug a'~ ,\.(, 1.\0 ".e:. c\" "'", l!:.... "\n \0 .;....,:1: ..I:! .'eI> ~. 't\ .' ,,' ~ .,la .. , ,. ~\ . . . . . . . , . . . . . , . . . ;g. ~:. o 'fi)... "J!(9. ... I:! ",$ k;!~~~ ~I"I"~I" ..c7-01" c"'o ~I:!'" ~S :s: o~st... 'J::l'c:>:po '" "'~ ,-I<I-I~ ... '" ",~",... s-.....z-1'\ 1<1"'1<1'" ~-I>& ",:p'- -1,-1<1 '" ... ... ... "II :p ... .., o ... '" 90 = <.~ ::S~- Cf 0' e ~ i?~ ..b (' ~-cc ~"'. ~~ r . ~ i. ~ ." ~ ~ ~ ~ I:! \ "II ~ ~ ~ -I o .. 00'" :pcl<l "'~~ ~r11\n ",,,,'" ,-,-1<1 ",:I"'" . ~ ""d~ :Pgc ... ....0,- ..,,,,'- ",c'" ....'" ",-I ~ '" c: ~ ~ ~ ~ u. .. ~ i ~ .. t \ ?;, l1.~ w.~ ~i! "'~~ "', ... l~~ ~i'i ,,~~ ~tft~ ~o; "',.~ ~,=,rft ~tA--' ,..~ ~~ ...i ~~ ... ~ \~\\ ~,:':1~ ~t~l1. .. ." ...... ,.. ~e ~ t::l"'-' ,... ~ '2 " "'- .. "" b ~ c: ~ ~~ .. ... ~ ~ :r;~ i,1'l () ::(:', ~~, .....nN.....,oClJ c::lc::.~oJf\O" ..... 'S . 'S ' 'a:loQ'2~' ",,,,,,,~~ .,0 \ I '=' I ,-0'" '" op...oC' = :;e.~Q 0 d"'''' '" :s: S :p ~ ~ 1:> .. ~ '" ('l o "'~ I"~ "11:11: ;~ :s:~ ~:s: ... o 0'" ... "II "''1 ~7- '1.~ cr 1"< ~ .. :p 01" REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992), _ Name of Decedent: MARY E. RENARD ;::_: Date of Death: October 2, 2002 File No.: 2002-0918 ~; Social Security No.: 172-01-5240 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 thefollowing: a. Did the personal representative file a final account with the Court? Yes No x 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 No x [The executors were the only parties in interest so no accounting was necessary.] d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Cl k of the Orphans' Court d may be attached to this report. Date: September 24, 2003 ~ Signature: Name: Address' ilL John B. Fowler III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for personal representative F:\FlLES\DATAF1LE\EST A rBS\ 1 0741-I_STCp , A.,.!JI...-...., ~( '/