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CERTIFICATION OF NOTICE UNDER RULE 5 6(a)
Name of Decedent: MILDRED K. ENCK
Date of Death: DECEMBER 5, 2002
Estate No.: 21-02-1163 -
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on Januar~4, 2003 .
Name
Address
Ph 11~ is Br~sser _ 714 Gobin Drive, Carlisle PA 17013
Raymond & Betty Bear 836 West North Street, Carlisle PA 17013
Am. Heart Assn. P.O. Box 8835, Camp Hill PA 17001
St. Paul's Ev. Lutheran Church 201 W. Louther Street, Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Evelyn Woll
~incorrectl~referred to as Wolf) predeceased
Date: O l /24/03
Signature
IRWIN, Mc>~~iI~GHT~~ HUGHES
Name Roder B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
Capacity: Personal Representative
X Counsel for Personal Representative
LAST WILL AND TESTAMENT
I, MILDRED K. ENCK, of the Borough of Carlisle, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills
and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as maybe done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death,
at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I
could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate
as follows:
(a) 10% to Evelyn Wolf;
(b) 20% to Phyllis Brymesser;
(c) 50% to Raymond F. Bear and Betty L. Bear, share and share alike, or the
survivor thereof;
(d) 10% to the Heart Association-PA Affiliate, Wormleysburg, Pennsylvania,
and;
(e) 10% to St. Paul's Lutheran Church of Carlisle, Pennsylvania.
4. I nominate and appoint Raymond F. Bear, to be the executor of this my Last Will
and Testament, he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, Inominate and
appoint Joanne L. Bear, as substitute executrix, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representatives retain the services of Irwin,
McKnight & Hughes as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 19TH day of
December, 2000.
~Z
(SEAL)
MILDRED K. ENCK
Signed, sealed, published and declared by MILDRED K. ENCK, the testatrix above
named, as and for her Last Will and Testament, 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 hereto.
~a°~
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, MILDRED K. ENCK, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will, and that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of
their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
/~ ~ ~~
MILDRED K. ENCK
CHER L. CLELAND
AL.N
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
. SS:
Subscribed, sworn to and acknowledged before me by, MILDRED K. ENCK, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 19TH day of December, 2000.
`f'~ ~ . C
Notary Pub c
Notarial Seal
Roger B. Irwin, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Oct. 3, 2004
Member, PennsylvaniaASSOCiationofNotaries
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COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI11-961
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002252
IRWIN ROGER B E=SQ
60 W POMFRET ;;T
CARLISLE, PA 1 ;7013
fold
ESTATE INFORMATION: ssrv: ~~z-of-5o2s
FILE NUMBER: 2102-1 163
DECEDENT NAME: ENCK MILDRED K
DATE OF PAYMENT: 03/05/2003
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 12/05/2002
AMOUNT
ACN
ASSESSMENT
CONTROL
NUMBER
101 ~ 558,000.00
TOTAL AMOUNT PAID:
REMARKS: ROGER B IRWIN ESQUIRE
CHECK#19553
SEAL
INITIALS: SK
RECEIVED BY: DONNA M. OTTO
REGISTER OF WILLS
558,000.00
DEPUTY REGISTER OF WILLS
Inventory of the real and personal estate of
MILDRED K. ENCK
deceased
1. 834 West North Street, Carlisle, North Middleton Township, Cumberland
County, PA.
116, 000 00
2. M&T Bank -Certificate.
57, 928 16
3. M&T Bank -Certificate.
122,945 06
4. M&T Bank - Savings Account.
30,072 75
5. M&T Bank - Savings Account.
127,862 36
6.
M&T Bank
-Certificate. I
~
46,898
i 19
7. M&T Bank -Certificate. I
41,508 O1
8. M&T Bank -Certificate. 1
134, 058 20
9. M&T Bank -Checking Account
I 9, 145 51
10. Miscellaneous Personal Property sold at auction 119,216 50
TOTAL j~ 705, 634 ~ 74
~~.
COMMONWEALTH OF PENNSYLVANIA ~•~
ss:
COUNTY OF CUMBERLAND
Raymond F. Bear
being duly sworn according to law, deposes and says that he is the Executor
of the Estate of Mildred K. Enck
late of North Middleton Township__ ______ ,Cumberland County, Pa., deceased and that the
within is an inventory made by Raymond F. Bear __ - ., the said Executor
of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death,
Sworn and subscribed before me,
's 29t day J 2003 R and F. Be r, Executor
36 West North Street
BNen aeclweW
OOZ `b[ '8ny sandxg uo~ sl ~o~ ,~yq Carlisle, PA 17013
~t~uno~ pu¢laagwn~ bio Isq~s~ Addras:
atlgnd ,C,ie~o~ `yEnegMe.-~ -Z aai~anb~e,~
[gaS feue~oN
Date of Death 05 12 2002
Day Mon+h Yaar
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949. ,
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AEV-150a EX + (6-00) \ REV-1500
INHERITANCE TAX RETURN FILE NUMBER
COMMONWEAL TH OF PENNSYLVANIA 21- (>~.1163
DEPARTMENT OF REVENUE RESIDENT DECEDENT
OEPT. 280601
HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER
D DECEDENT'S NAME (LAST, FIRST, AND MIDDLE \MITIA.l) SOCIAL SECURITY NUMBER
E Enck Mildred K. 172-01-5029
C DATE OF DEATH\MM-DD-YEAA) DAle OF BIRTH (MM-DO-YEARl THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
E 12/05/2002
D 11/12/1912 REGISTER OF WILLS
E
N (IF APPUCABlE) SURVIVING SPOUSE'S NAME \L.AST, FIRST, AND MIDDLE INITIAL.) SOCIAL SECURITY NUMBER
T
~ 1. OrigInal Return 2. S'ppleme"al Ae"" B 3 . , ~date of death
- . Remamder Return prior to 12-13-82)
CAPS 'x 4. LImited Estate 4a. FuturelnteTes\ CompTomise(date of death after 12-12-82) 5. Federal Estate Tax Return Required
HpRL 6. Decedent Died Testate - 7. Decedent Maintained a LiYlng Trust l 8. Total Number of Safe Deposit Boxes
EplO ...0.: -
CRAC (Attach copy of WHQ (Attach copy of Trust)
KOTK o 9. L.itigation Proceeds Receiyed 010. 0 11. Election to tax under Sec. 9113(A)
ES Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95) (AttaCh Sch 0)
;""
; ,THIS SECT/Oil MUST BE ~ETED. AtL CORItESPONDalCE & CONFlDalTIAL TlIXlllFORMATtON SKOlILD BE DIRECTED TO.
NAME COMPLETE MAILING ADDRESS
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Ro er B. Irwin Es .
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
R
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A
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49- 353
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Nates Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested .
1. Inter-Vivos Transfers & Miscellaneous Non-Probate Property {7}
(Schedule G or L)
8. Total Gross Assets {total Lines 1-7}
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Une 13)
d
OFFICIAL USE ONLY
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(8) 705,634.74
(11) 85.940.97
(12) 619,693.77
(13) 142.529.57
(14) 477 ,164.20
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
71.574.63
71,574.63
(1)
(2)
(3)
116,00q,oo
None
None
(4)
(5)
None
589,634.74
(6)
None
None
74,777 .42
11,163.55
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
ZO.
x
X
X
X
.0 0
o 45
.12
.IS
0.00
0.00
0.00
477 ,164.20
Copyright (c) 2000 form software only The Lackner GrOup. Inc.
FormREV-1500 EX (Rev. 6400)
Decedent's Complete Address:
STREET ADDRESS
834 West North Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
71,574.63
0.00
58,000.00
3,052.63
Total CredITS ( A + B + C) (2)
61,052.63
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E) (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on"the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
'Pi..EAsEANSWER'THEFoi..i..owi'NG'QUESTiONSBYPi..ACI~:ciAN "X';; !;~m~~:~:!~~'~~!~:i~~~::~t~~:~~:mw
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property transferred; ~ ~Xi
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? .
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?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
10,522.00
0.00
10,522.00
D
D
D
[K]
[K]
[K]
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It Is true,
correct and complete. Declaration of pre parer other than the personal representative Is based on all Information of which pre parer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Raymond F. Bear
836 W. North St.
- - -C';'rYi~i~-,- - PA - - i Y6i3- - - - - - - - - -- - - - - - - - - - - - - - - --
SIGNATURE IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
- - - - - ~ ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~ -
Carlisle, PA 17013
DATE
-r/'-"/tH
DATE
For dates of death on 0 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, 9116 (a) (1.1) (ill
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. 9116 (a) (1.1) (in]. The statute does not exempt a transferto 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. 9116 (a) (1.2)].
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. 9116(1.2)
[72 P.S. 9'16(aX1ll
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. 9116(aX1.3)]. 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.
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
REV-1S0J EX + (1-97)
COMMONWEALTH OF PENNSYLVANJA
IN.HERIT A.NeE TAX. RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mildred K. Enck SS# 172-01-5029 12/05/2002 2l-~-1163
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge 01 the relevant 1acts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 834 West North Street, Carlisle, N. Middleton Township - 116,000.00
Cumberland County
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line ',Recapitulation) $ 116,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 fOfm software only CPSystems, lrn:. Form REV-1SD2 EX (Rev. 1-97)
, REV-150!1 EX -+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mildred K. Enck
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSIl 172-01-5029
12/05/2002
FILE NUMBER
21- o,il-1163
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 DESCRIPTION
1 M&T Bank, certificate
2 M&T Bank, certificate
3 M&T Bank, savings account
4 M&T Bank, savings account
5 M&T Bank, certificate
6 M&T Bank, certificate
7 M&T Bank, certificate
8 M&T Bank, checking account
9 Miscellaneous personal property sold at auction
VALUE AT DATE
OF DEATH
57,928.16
122,945.06
30,072.75
127,862.36
46,898.19
41,508.01
134,058.20
9,145.51
19,216.50
TOTAL (Also enter on line 5, Recapitulation) $ 589,634.74
(If more space is needed, insert additional sheets of the same size)
Copyright (c.) 1996fOfmownwareonlyCPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-15?1 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Mildred K. Enck
SSIf 172-01-5029
FILE NUMBER
21- 0).-1163
12/05/2002
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES,
1 Carlisle Memorial Service
B.
AMOUNT
170.00
2
Hoffman-Roth Funeral Home
9,238.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) Raymond F. Bear
Social Security Number{s) I ErN Number of Personal Representative{s)
Street Address 836 W. North St.
City Carlisle State PA zip17013
24,064.00
Year(s) Commission Paid:
2003
2.
3.
Attorney's Fees IRWIN McKNIGIIT & HUGHES
Family Exemption: (1f decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
24,814.00
City
Relationship of Claimant to Decedent
State
ZIp
4.
Probate Fees
Register of Wills
263.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal - estate notice publication
75.00
2
Register of Wills - filing fees
25.00
3
Roy Gotshall Auctioneer, commission/fees
3,257.00
4
Roy D. Gottshall Auctioneer - appraisal fee
60.00
5
Settlement charges on sale of real estate
12,417.73
6
Steven Barrett Real Estate - appraisal
250.00
Total of Continuation Schedule(s)
143.69
TOTAL (Also enter on line 9, Recapitulation) $ 74,777.42
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Mildred K. Enck
Sac Sec #: 172-01-5029
Date of Death: 12/05/2002
Continuation of Schedule H-B7
(Other Administrative Costs)
Item
if
Description
Amount
7
Steve Naugle
trash removal
45.00
8
The Sentinel - Legal - estate notice publication
98_69
143.69
. REV-151t.'EX+(1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mildred K. Enck
FilE NUMBER
21-0).-1163
SSif 172 -01- 5029
12/05/2002
Include unreimbursed medical expenses.
ITEM
NUMBER
1
10
11
12
DESCRIPTION
Carlisle Suburban Authority - water/sewer fees & hookup charges
AMOUNT
2,086.60
2
Castles Lumber Yard - repairs
12.71
3
Dauphin Oil Co.
423.46
4
Don Rinehart Septic Service - tank cleanout
430.01
5
Jones Plumbing - sewer hookup
5,409.75
6
North Middleton Township - septic permit
35.00
7
Pharmerica
764.44
8
PP&L
174.94
9
Robert S. Hench - labor/repairs
80.87
United Church of Christ Homes
1,111.48
West Shore Oil Co.
574.47
York Waste Disposal
59.82
TOTAL (Also enter on line 10, Recapitulation) $ 11,163.55
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software onty CPSystems, Inc. Form REV..1S12 EX (Rev. 1.97)
REV-151'3 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERIT~NCE TAX RETURN
RES/DENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Mildred K. Enck
SS!I 172-01-5029
12/05/2002
FILE NUMBER
21-~-1163
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Nol Lisl Truslee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
1 Raymond & Betty Bear
836 West North Street
Carlisle, PA 17013
Friend 55%
2
Phyllis Brymesser
714 Gobin Drive
Carlisle, PA 17013
Niece
22%
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
American Heart Assoc.-PA Affiliate
P.O. Box 8835
Camp Hill, PA 17001
11. 5%
2
St. Paul's Evangelical Lutheran Church
201 West Louther Street
Carlisle, PA 17013
11. 5%
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets ot the same size)
copyright (c:) 2000 form software only The Lac\(.M.f GIOup, lne.
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, MILDRED K. ENCK, of the Borough of Carlisle, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills
and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death,
at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I
could do ifliving.
3. I give, devise and bequeath all of my estate of every nature and wherever situate
as follows:
(a) 10% to Evelyn Wolf;
(b) 20% to Phyllis Brymesser;
(c) 50% to Raymond F. Bear and Betty 1. Bear, share and share alike, or the
survivor thereof;
(d) 10% to the Heart Association-PA Affiliate, Wormleysburg, Pennsylvania,
and;
(e) 10% to St. Paul's Lutheran Church ofCarIisle, Pennsylvania.
4. I nominate and appoint Raymond F. Bear, to be the executor of this my Last Will
and Testament, he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Joanne L. Bear, as substitute executrix, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representatives retain the services of Irwin,
McKnight & Hughes as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 19TH day of
December, 2000.
fJll1lJ/~.( ?#
(SEAL)
MILDRED K. ENCK
Signed, sealed, published and declared by MILDRED K. ENCK, the testatrix above
named, as and for her Last Will and Testament, 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 hereto.
f~/~
~~C('fi41M
2
ACKt'lOWLEDGMENT AND AFFIDAVIT
WE, MILDRED K. ENCK, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will, and that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each ofthe witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of
their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
i
/!)tttlJ'rfJl.
C _.h/t f
Cr~
MILDRED K. ENCK ~
r~ ~~. ~
CHER~. CLELAND
:{~'<~
AL.N
COMMONWEALTH OF PENNSYL VANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by, MILDRED K. ENCK, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 19TH day of December, 2000.
~j '3~
~otary PUbfc'
.--"
Notarial Seal
Roger 8. Irwin, Notary Publlo
eMlsr. Bora. Cumberland County
My Commission Expires Oct. 3, 2004
Memberl Pennsylvania Association of NotarteS
U,S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
iA:~ .HUQ~i{(jNjFt>RM/$e1r-:t~lM.~N1\~!At~M~Nt#~ ,.c,'" ,~,.--,';""; .. ;",;"L b %:\UJ\W<t{HUJJ U Yd:: /J :{~>\l)[i \'M* i@:i:M@i lKW;i:~r: j<iS2V' +M
B, T eofLoan
1.( ] FHA 2.( ) FmHA 3.[ J Conv Unins 6. File Number: 7 Loan Number: 8. Insurance Case Number:
4.[ ] VA 5.[ ] Conv. Ins
C. NOTE: This form furnishes a statement of settlement costs, Amounts paid to and by the settlement agent are shown. Items marked
"(p,o.c )" were paid outside the closing; they are shown for informational purposes and are not included in the totals
0: Name & Address of Borrower: E. Name, Address & TIN of Seller' F. Name & Address of lender:
H. Settlement
J. Summary of Borrower's Transaction
100. Gross Amount Due from Borrower:
101. Contract sales rice
102 Personal Pro pert
103. Borrower's settlement char es (line 1400
104
105
I. Settlement Date:
K, Summary of Seller's Transaction
400. Gross Amount Due to Seller:
1,12;500.00 401 Contract sales rice
402, Personal Pro pert
6,375.44 403
404.
405.
112,500,00
Adjustments for items aid b
106 Cit /town taxes 6/27/03
107. Count taxes 6/27/03
108. Assessments
109. School taxes
110.
111.
112.
113.
120. Gross Amount Due from Borrower
200. Amounts Paid b or in Behalf of Borrower:
201. De osils or earnest mone
202. Principal amount of new loan(s)
203, Existin loan s taken sub'ect to
204, Seller assistance
205 Home Equit Line of Credit
206.
207.
208.
209.
seller in advance
to 12/31/03
to 12/31/03
to
10 6/30103
Ad.ustments for items
48.83 406. Cit Itown taxes
106.96 407. Count taxes
0,00 408. Assessments
11,50 409 School taxes
410.
411.
412.
413
119,042.73 420. Gross Amount Due to Seller
500, Reductions in Amount Due to Seller:
~),lOO,oq 501 Excess deposit see instructions)
~{fOOQ:QO 502 Settlement char es to seller {line 1400
:d'Cte 503. Existin loan(s} taken sub'eel to.
';(M:f13 504. Pa off of first mort a e
505. Pa off of second mort a e
506. Seller assistance
507.
508.
509
aid b seller in advance
6/27/03 to 12/31/03
6/27103 to 12/31/03
to
to 6/30/03
6/27/03
48.83
106.96
0.00
11.50
6/27/03
112,667.29
Ad'ustments for items un aid b
210 Cit /Iown taxes
211 Count taxes
212. Assessments
213
214.
215.
216.
217.
218.
219.
220, Total Paid B Ifor Borrower
300, Cash at Settlement From/to Borrower
301, Gross amount due from borrower (line 120)
302, Less amounts paid b Ifor borrower (Une 220)
303. Cash 0 from 0 to Borrower
seller
to
to
to
to
Ad'ustments for items un aid b
0.00 510. Cit !lawn taxes
0.00 511 County taxes
0.00 512 Assessments
0.00 513,
514
515,
516
517
518
519
119,042.73 520. Total Reduction Amount Due Seller
600. Cash at Settlement Tolfrom Seller
119,042,73601 Gross amount dueto seller line 420)
119,042,73 602 Less reduelions in amount due seller (line 520)
0.00 603, Cash l8] to 0 from Seller
;7\
seller
to
to
to
to
0.00
0.00
0.00
0.00
12,417.73
"I
112,667,29
12,417.73
-1~
'i''\ "',:-) '}"l
The information in Btocks E, G, H, I & line 401 (or, if line 401 is asterisked, line 403 and 404) is important tax information and is being furnished
to the Internal Revenue Service. If you are required to file a return, a sanction will be imposed on you if this item is required to be reported and
the IRS determines that it has not been reported. If this real estate is your prin'cipal residence, file Form 2119, Sale or Exchange of Principal
Residence, for any gain, with your income tax return; for other transactions, complete the applicable parts of Form 4797, Form 6252 andlor
Scheduie 0 (Form 1040). You are required to provide the Settlement Agent (named above) with your correct taxpayer identification number.
If you do not provide the Settlement Agent with your taxpayer identification number, you may be subject to civil or criminal penalties imposed
by law, Under penalties of perjury, I certify that the number shown on this statement is my correct taxpayer identification number
{Selier}
(Seller)
Estate of Mildred K, Enck
Estate of Mildred K. Enck
cOr:H1gbl TbmpeFomls COm 20\13
700. Total Sales/Broker's Commission: based on rice
Division of Commission line 700 as foilows
701 Geor e Ebner & Associates - $3 400
702. B&H A enc GMAC Real Estate - $3 350
703 Commission aid at Settlement
704.
800. Items Pa able in Connection with loan
801 Loan Ori inalion Fee
802. Loan Discount
803. A raisal Fee 10 Jack D. Ta lor
804 Credit Re ort
805. Lender's Ins ection Fee
806 Mort a e Insurance A lica1ion Fee
807. Flood Certification fee 10 Landsafe Flood
808 Tax Service Fee to Count ide Tax Service
809. Document Pre ara1ion fee
810. Wire Transfer Fee to Penns Ivania State Bank
811
812.
813.
814.
900. Items Re uired b lender to Be Paid in Advance
901. Interest from 'Juri?~'7<2003' to Jtll<1'\j;!Q()~
902. Mort a e Insurance Premium for
903, Hazard Insurance Premium for
904_
905.
1000. Reserves De osited with Lender
1001. Hazard insurance
1002. Mort a e insurance
1003, Cit ro ert taxes
1004 Count ro ert taxes
1005. Annual assessments
1006 School taxes
1007
1008.
1009. A re ate Accounlin Ad'ustment
1100. Title Char es
1101. Settlement/closin fee
1102. Abstract/title search
1103. Title examination
1104. Title insurance binder
1105. Document re aration
1106. Notar fees
1107. Attorne 's fees
includes above item numbers
1108. Tille insurance
includes above item numbers
1109. Lender's covera e $ 90000
1110. Owner's coverage $112,500
1111. Insured Closin Protection Letter
1112 Title Insurance Endorsements 100 300 8.1
1113
1200.
1201_
1202.
1203.
1204.
1205.
1206
1300. Additional Settlement Char es
1301. Surve
1302. Pes1 Ins ection
1303 Overni ht fees
1304_ Home Ins ection fee to
1305.
1306.
1307.
1308
1400. Total Settlement Char es This Number Transfers to Lines 103 & 502 Above
::':W!rAt\k:.rn@MiU@i#fl@U@fUtn~;@NMU:m;h.,A \::~~~%f~%J::;~:t\;:cERtltlC-A1JON?(' 11<lbY'm M @ >/ M ~ ':~;~t1t;~~iM~~~~mJ@ (<~, :'. ,'.~ n~~~~~~~n~ift
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my k?OWI ge and belief, it is a true and accurate statement
of all receipts and disbursements made on my account or by me in this transaction, I rther certify tha I have received a copy of the HUD-
1 Settl Statement. ~
Seller Borrower
112500.00
6.00
%
Paid from
Borrower's
Funds at
Settlement
Paid From
Seller's
Funds at
Settlement
6 750.00
$
f~H7900
er da
59.16
months
months
ermonth
er month
er month
ermonth
ermonth
ermonth
87,51
0.00
0.00
151.26
0.00
1224.30
Government Recordin
Recordin
Cit/count tax/starn s:
Statetax/stam s:
Transfer tax
and Transfer Char es
Mort a
Release
04
Deed
Deed
Mort a
Mort a
149.50
0.00
0.00
.1125.00
0,00
12S:'Cl6
Estate of
Seller Borrower
Estate of ~~ed K. Enck Terry W. Barbour
bestof ~Y.kn ledge H D~1 ettlement Statement which I have prepared is true and accurate account of the funds which were
nd h b r '11 ' d bU(s d y the underSigned as part of thefsetlle~qo.!.t~ transaction.
\ . ~.\ mentAgent \..0 \()l \\U:) Date
M&M Settlements, lne
WARNING: 11 is.. crime 10 knowingly make false slalemenls 10 th.. Uniled Stales on lhis or any other similar form, Penalties upon conviction can inctude a fine aod imprisonment. For
delllilssee:Tille 18 U.S. CodeSeclion 1001 aodSeclion 1010.
Copyrigh\ThorpeF"nTIs,oom21103
MAR-05-0j WFO OJ;lR PM
FAX NO,
p, O?/O?
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~ M,3:T:Bfl1:l1\:
Mi]tl.J.1I:1J Irr;'I': :1. to Ti.-If O;i -n,f.! CUr1p..U:l'. i100 W(~IHI:1 wive. P.:), flfH 76i", BUrl,JII.,;, N'( H2.qo.onJ'1
Dt.:I't::'lbcr :VI, :?fJl)2
II~:
F:,~lalj: Sl'arch
TJl\) KH~llC Ilf:
mlO I)ll)~"lh (1),O,n,)
MfLDlu:n KF-,'1CK
I ?I5/2002
"[,I \j..rllnrn it Muy COllc,:rn:
Irl\'~1 ililkLl. bdcw i:i Lh~ iJ,ceUUrll inlbllll::J.ll(JU n.;qu.:;~ncc.
I 1\1&T Ganh ;\l:CQHlH::l in which Ihc (h;cd.:nt's JliVIIlJ u?peafs:
.'I,IT-;)unl rYI~I.: i\CCi)'Jnt N\IOlbvr
r\':;~I:'Hnl Till"
Oponing B",nnh
D.O.D. f\.(;.:.n:.ed Interest
13alanc<.>
(Include. AceI',
lnr.)
S9145,51 $,00
r'll!( 26700011311 MILDRED K L:-IC:< 4319
OT'j'.N;"D ~:,j7
['I) 3100J9111513,') l\ULDRHD K ENe:( 43:9
OI'E~I!D JI:)iJ
(':1) :1I00:1qII15lH2 MLilR:'D K ENCiC 4319
O['I,NI':D )/~)!
SAV I 5004),00:i<l63 3H lIiilLDllED K fiNCr-;: 4319
')l'l'N 1'.1) 7/;il
,~^V 1501)/1201lIJ713 K II NUIDRED K ENCK 4319
OPENED 2/'.1;\
CI) 310()J911l511D M1LllRED K.ENCK 4319
Ol'l,Nf1D S/'.lO
(,.1) lI1l0)iIII1512S0 M1LDRf:n K.ENCK '1.19
Ol~ENJt.D 3/92
SS7,74-1.0J
$184,1J
SlZZ,'nJ.:l7
$471.19
$30,072.10
$.~5
$127,74\.05
$121.3 1
S46,147.>F!
$150.77
$41.347.42
$100.59
I'll HOOJ911Ijl:ZI 1\!1LLlR,CDKill;CK '1319
(Jl'T:NED .l1~O
2. I.l)~!rlli. M0I1g;,1U';~.I.J[ ulhl.:I l,Iuli;:;MliJI':\ tided in the: &.oudtlni'1i l'~1me
~',~t;II!111t Nl:,nDcl' Amoulit Ov/ed
.~n3,61.7.20 S431.00
Account DeSCnplion
,\ S,ll~.: Lh:Pll~lt ftl)){ IItl~ in (l:c 1)\,;iJud,;ljl'S --hlln:'; cx.isrcd a.t I,lUr HIGH ~TREE.T CAl~ LISLE 01ifICF.. The S:.a[l; Dc:posir 00]1;
N~II..,hl~r t.~ tZ14,
J r yotl h:~I{t.: nllY qUi;;ili,)II~ .ibllliL Iht.: ln~H~H;ldlm ~ruvidi?'d, plcu.'ie CO(jtact our Records Ucpanmcr,t at (716) 53j-40lO c! t-300-724-
1.'ll:l Lllll..)ld~ Mtlw rhIrfl..tu, NY \;uH1ui!, ufCil.. Tl't,Ulk you,
~ ~nc~t L'"ly,
M&T il.\NK,COI',I'CiltU1CJN
,./) e'j
. . y:'(1~...t .~~~1!;.L. .'.~_('.A,....U;~v~ -
Alllhl.;l'ld Sl!rI\:1,tUte "0-1
Il\'.
(l.Hj.,
..~ -.: ._'L~_o..}. .__......._
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
IRWIN ROGER B E:SQ
60 W POMFRET ST
CARLISLE, PA 1 i'013
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: 172-of-5o2s
FILE NUMBER: 2102-1 163
DECEDENT NAME: ENCK MILDRED K
DATE OF PAYMENT: 07/29/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/05/2002
ACN
ASSESSMENT
CONTROL
NUMBER
REV-1162 EX(11-96)
N0. CD 002847
AMOUNT
101 ~ 510,522.00
TOTAL AMOUNT PAID:
REMARKS: ROGER B IRWIN ESQUIRE
CHECK# 020036
INITIALS: JA
SEAL RECEIVED BY:
510,522.00
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
_~,~2 -pia - i ~
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
rAxes DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 E% AFP (O1-OS)
DATE 09-09-2003
ESTATE OF ENCK MILDRED K
DATE OF DEATH 12-05-2002
FILE NUMBER 21 02-1163
', _ _, - _ `. , :'COUNTY CUMBERLAND
ROGER B IRWIN ESQ ACN 101
IRWIN ETAL Amount Remitted
60 W POMFRE-f ST
CARLISLE PA 1701
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-031 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ENCK MILDRED K FILE N0. 21 02-1163 ACN 101 DATE 09-09-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED [ ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN SASED ON: ORIGINAL RETURN
1. Real Estate (:Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held :hock/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
(1) 116 , 0 0 0 . 0 0 NOTE : To insure proper
(21 .00 credit to your account,
(31 .00 submit the upper portion
(41 .00 of this fora with your
(5) 589,634.74 tax payment.
(6) .00
c7) .00
(B1 705,634.74
APPROVED DEDUCTIONS AND EXEMPTIONS: 74,777.42
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11 ,163.55
(11) 85.940.97
11. Total Deductions 619,693.77
12. Net Value of Tax Return (121
13. Charitable/Governmental Bequests; Nonelected 9113 Trus ts (Schedule J) (13) 142,529.57
t t
T
b
t
t
S (141 477,164.20
14. o
ax
jec
a
e
u
Net Value of Es
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) •
=
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 . .00
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 477,164.20 X 15 71,574.63
19 Due
l T
i
P
i (191= 71,574.63
. ax.
nc
pa
r
T T!. .
~ f1/~ VnrY~ ~ V
DATE
NUMBER
+
INTEREST/PEN PAID (-)
AMOUNT PAID
03-05-2003 CD002252 3,052.63 58,000.00
07-29-2003 CD002847 .00 10,522.00
TOTAL TAX CREDIT 71,574.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT'' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the tap portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an ^Application
for Refund of Pennsylvania Inheritance and Estate Tax" CREV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service far farms ordering: 1-SOD-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, ar disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60l days of receipt of
this Notice by:
--written protest tc the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable attars.
DISCOUNT: If any tax due is paid within three (37 calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the sane manner and in the the sane time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Oepartment of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (157 days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
d
~'J~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MILDRED K. ENCK
Date of Death: DECEMBER 5, 2002
No. 21-02-1163
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: X Yes 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. Did the personal representative file a final account with the Court?
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? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date: 12/ 19/03
Capacity:
'2:~-~ '3 . c .
Signature
IRWIN & IGHT
Roger B. Irwin Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
Personal Representative
X Counsel for Personal Representative