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HomeMy WebLinkAbout01-0172 PETITION FOR PROBATE and GRANT OF LETTERS (;)\- 0\- ,..,~ Estate of Helen A. Sharpe also known as Register of Wills for the . Deceased. County of Cumber 1 and in the Social Security No. 1 79 -1 2 - 5 2 2 3 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: No. To: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated f)prpmhpr 1 and codicil(s) dated N / A named ,19~ (state relevant circnmstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber 1 and County, Pennsylvania, with h er last family or principal residence at 4 R ~ 7 F. Tr inn 1 P "Rorin I Mprhrinic!=:hllrg. Hrimpton 'rown!=:hip (list street, number and muncipality) Decendent, then 87 years of age, died February 2 , ~~2 001 , ~ Holy Spirit Hospital 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 (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: $ 314,443.53 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t- ~ c::: t- i mpn t-;:) ry (testamentary; administration c.La.; administration d.b.n.c.La.) theron. C/l V' u t: Q) ~3 Q) .... O::Il> c:: -00 c'':: t'd.,;: ___Il> "'0. a:>~ 50 ~ t: 00 U3 -;- < ( I I'll -->ft-L-{/ ~ e.- ~ 2405 Chestnut tr Hrlrri<;bnr<J1 pn, 171()4 ----l ..-..-~<:-r r"/- ~~ I , _~~.."'L--C-'-<-t--1/\ \ ~f ' OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l s~ COUNTY OF CUMBERLAND J ~ Sworn to or affirmed an~ S~bscribed~ before me this 13TH day of '- CF~RUARY ~ '~ . ~ fUA- a . MARY LEWIS Register 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 est~te according to law. r- ~~:> Z--G-.-/ -c>c--z-::---<----'--~ . "'/~' ;:s l::l ..... ;:: ~ ~ . ----- /- _--- ..... ~/ C lo - ~Dq - \ '0 No. 21 - 01 - 172 Estate of Helen A. Sharpe , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW FEBRUARY 14. x~2001, inconsideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated DECEMBER 1, 1997 described therein be admitted to probate and filed of record as the last will of HELEN A SHARPE TESTAMENTARY TIM SAWYER and Letters are hereby granted to ~t{}- ~~!Jn{lJJJ~' MARY CLEWIS FEES $ ::30[:).00 $ 30.00 $ $ 1 2 . 00 5.00 TOTAL _ $ 3S? .00 Filed....... .f~.~~V~R.X. J~.,. .~90.1....... Kathleen Carey Daley, Esq. - 30078 ATTORNEY (Sup. Ct. I.D. No.) Probate, Letters, Etc. ......... Short Certificates( 1 9 . . . . . . . . . . Renunciation ................ X -Pages JCP 1029 Scenery Dr., Hbq., PA 17109 ADDRESS (717) 657-4795 PHONE Ma7?ed ?etters to Executrix on 2-14-01. ;.... ~.l) d 'lIi)}!; l-!I.:'ll ~.~l\ler~ .1!(: viii he ;!(cuk i i , 'Ii ) ["1 L! 1 li,1! '/' '~-"-- t I, ,U \ [1 l{ ;.',,' ,,'d> ( lllic' t (;! ,:ui\ riled \, :rh '11(:' j. IJ L': '.,tl! [1,1, j ~~' (' !"fll 1 n l' 1: l fij i r: .~_~. W ABNING. It IS illegal to duplicate this (.:Jpy oy photostat or photograph,. ><p, pi ,II""O-;;""~",._....,": /"I.~I~ ~\~ \luGE l~/;'>.;-" I," ,,\~ " . .,( 4'(>'~-: ' I' ~../ "'(.;~-': i~<<~~\\ (\~~/:. ~.. :~~~~.t ,..,.}I11H{f \\\ ~'i' ~".t~':Z_~'/~~!;!{!.1 ;~: ....~~.~ J ) T , " \I " , ,I, .. * t'l:C' JI ; i'~i'1 (t.':"rd'lC.,t! :_'~,2 {H) P 7284401 ~ /1 ",'-._ ~/ 'm_~_::=___ .L_,u,u" H 105. : OJ R.. 21117 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECOROS CERTIFICATE OF DEATH YI'EIPflIHT IN EAMAHEHT ILACX lHlC 87 Yrw UNDER I OM .-. ! MInut.. 2. SlAtE r:IlE ~U8E.R SOCIAL SECURIT'r NU!\ot8ER Female 3. 179 - 12 - Z, .-;lDo I NAME Of DECEDENT If... M~--'---"---------- SEX I. AGE (lUl !lot1Moy) UNOER I YEAR ~ C.YO 811lTHPlACf :C.ry ....0 'iIaIe 01 fClaocjf1 C"",",vl Coledale,PA ~o }'. (,; 5. COUNTY Of O€RH .. Cumberland White Ie. DECEDENT'S USUAl OCCUMlON ~ -=:.:!':o "=':::'3.:- ilL Senior Claims Agent u.. DECEOEHTS MAIUHG AOOAES8(Slr... c~. Sla. Z'CICOClet SURVMNG SI'OUSE t'_.~__ State Gov. I&. FRNER'S NAME ,..... UoOdIe. LHI) 4837 E. Trindle Road Mechanicsburg PA 17050 DECEDENT'S ACTUAL RESIDENCE cs.._ ""__I - I lb. Cumberland 17d.D ::...~~.. ............ IoIOTHeR'S NAME ,F.... Mr<l<lIe. _ Suon_. Feb 7, 2001 Rose Rodgers I'. _ORMAHTS loWUNG ADORESS ,SIr... CiIyITooowI. Sla. Z''CI Co!Iel 2Ob. 2405 Chestnut Street Harrisburg, PA 17104 PUCE Of 0ISP0SIT10H. _ .. C-ety. c~ lOCAnON . Cit,ITown. s.-, ZIp eo. '" au.. Plac. Indiantown Gap National Annville, PA 17003 I'. INFOAMANT"S NAME (T ypwP,onq Timothy Sawyer o ~ :) 2 ~ _.......51...0 21C. 21d. FD-011435-L NAME AHO AOORESS Of FAClUTY Gilbert L. Dailey Funeral Hane, Inc. 650 S. 28th St Hbg., PA 17103 lICENSE NUM8ER OAJE SIGNED (MOIWI. Crt. .., Dc. 23lI. Dc. IW.S CASE REFERREC TO lAEDlCAL EXAMIHEFlICORONEIll .....0 ....p{ :K. I Ajljlftl....... '-- :--- I ! PAIlT.: au..1lllftl/ICanI_~IO_.1luI _-.0..... ~...._ in JWn I. ~ I : d. WERE AUlOPSY FINDINGS ~PRlORTO COMPumOH Of CAU$E Of OERH? DUE 10 lOR AS A CONSEOUENCE Of); c A....:.~ DUE 10 lOR AS A CONSEOUENCE Of); MANNER OF DEATH DATE Of INJURY 1- Day._, TIIoIE Of INJURY INJURY fa WORK? DESCRIBE HOW INJURY 0CCURflIE0. Nv~ .....0 ....0 ........ ~ _ 0 Suicide 0 - o o o ..... 0 NoD "-""v~ ~""'be_ o :la. 21. CEllTI'lEII,CI-ck any onot oCEJlTIFYlNG PHYSICIAN IPh""".... c~ ~ ~.,.., """" onoo/'e< ""__".. "'_ de.... """ c.......- n""" 231 'fa ....... O. "'Y Itnowtedoe. de_. occuned.... .. cau-.(.) and ,...nner.. ...ted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . OIlEOlCAL exAMINERlCOAONER On - balli. 01.._..... .n4IOI inv..Ug.lion. ill my ~"io", dUlh occvrred ."he lime, d.,., _ plac., _ d... to the c.....(.l_ 31.~" at.led.. . . . . . . . . . - . - . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . REGISTRAR'S SlGHATURE AND HUMllER 1.t4.~1 ~ lICE NU R OAJE SIGNEO,_. 0.,.'" Q1 ~Ic. M.O O~ (')" & L.. ~I'" f<...1, 1 z..o 01 rc _.....0 AOORESS OF PfiRSOH WHO COUl'lETEO CAUSE Of OEAlH ("em ~ Of f!:nc .-r: ::;l ~Se-'~ A 0 ,()n~ tlM _/J JI:R.L- ~4 nOli o <J.v/ ~JJr 4-\.oL' i,Arr JZ. DATE FILED 1_ Day._1 ~r :w. 1-/ ... ~ u l!l ~ ~ ~ OI'tlONOUNClHG AHa CERTIFYING ~YSIClAH ,Physoc.an boot> "'on<>unoI'O _ M'd c~ 10 c.1USO 01 00."" To'" ... 04 my knowledga. de.... OCC..,... AI ... ...... 68", and pIK.. ..... dYe to the CMIM(a) &n4 m.~, .. ....... LAST WILL OF HELEN A. SHARPE I, Helen A Sharpe, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will. I revoke all other wills and codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I devise and bequeath all my wordly possessions, including all real estate wherever situated in which I may have an interest at the time of my death, and my residuary estate in equal portions, to the following: (1) Immaculata College for a scholarship fund in my name; (2) Mother Seton Shrine, Emittsburg, Maryland, for the upkeep of the Shrine. (3) The Harrisburg branch of the American Red Cross, to be used in central Pennsylvania. (4) Holy Spirit Hospital as a memorial to my dear friend, Helen Weiss. (5) St. Catherine Laboure Church, Harrisburg, Pennsylvania, for the upkeep of the Shrine of the Miraculous Medal. (6) St. Francis Assisi Church, Harrisburg, Pennsylvania, for the soup kitchen. (7) Holy Spirit Hospital Library. Article IV In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion: A. to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, B. to manage real estate, C. to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, D. to exercise any option or right arising from the ownership of investments, E. to compromise claims without court approval and without consent of any beneficiary, F. to file any federal income tax return for any year for which I have not filed such return prior to my death, G. to make distributions in cash or in kind, or in both, and to determine the value of any such property, H. to employ any attorney, investment advisor, or other agent deemed necessary by my Executor~ and to pay from my estate reasonable compensation for all their services, and I. to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death. Article V I nominate, constitute, and appoint Tim Sawyer Executor of my Last Will and Testament. In the event of his renunciation, death, resignation, or inability to act for any reason whatsoever as my Executor, I nominate, constitute, and appoint Ann Marie Sawyer to act as my Executrix. I hereby relieve my Executor, whether original, substitute, or successor, from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act so far as I am able by law to do so. My Executor shall receive reasonable compensation for services rendered to my estate. IN WITNESS WHEREOF, I, Helen A. Sharpe, hereby set my hand to this my Last Will, on this1 S+ day o~CJ/!\'Y'\~'- , 19'jJ, at Mechanicsburg, Cumberland County, Pennsylvania. ~.~ ~- Helen A. Sharpe, Testatrix In our presence, the above-named Helen A. Sharpe signed this and declared this to be her Last Will and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Address \0<:9 S~,,\V<U ) \\~pc;\\\\)~ d-1-05~J. ~ifc...'{'161 I, Helen A. Sharpe, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. S worn to or affirmed and acknowledged before me by Helen A. ~arpe, the Testatrix, t~ \ day of \ ".., , "r;Vi"'v'\t ~ , 19-U' (\ . I. 1 ('\. ,J! , . -.t ".\,,'" j, '1 A tJ ,,, , " '--'. . ,JrttcL l,l r--' . -----,.- r';~T~~;~'~~;',~;~_n. --.----, I PA H:~!CiA f\ P,A, r :ON, t'-~otary p~.c., , Lower Pa.;:v 1 UhJphin Co .i" np.. '?.Q... } 'j'Y .~.<<,~~- Helen A. Sharpe, Testatrix We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the her sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in our sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and SYb. s~n.'b7d-~efor~ ffi. e by 11\ "'(' .1 \ ~~,. ~d \,'\\.~~-,~. \:-4 ". \'1.4;.t:~A , ~nesses, tllls I );- . day of /' i 'If. !, 199. \' 'l--.'...:' j)'\t <.,,, , , \ "..- - j ... \/r. Ii ,i .,1 ,,,', \. _. ~ J. J / "~'. " ; y, '1'" :,t, L'~\, ' :: {" f (lk ,_.- 'r"~~'----' "'''_'''''''h'_'~'_ ....__ ...._...,_,..__... r'jQTf\FL'\ S[.l,l '='\ l"R!C1A /'\ Pi'., T ~C'J r'Jot3fy Pllt;". . ,.<).....\"(\,1'" P': ~--'".t~:ohin (;c. e ...-- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Helen A. Sharpe Date of Death: February 2, 2001 Will No. 2001-00172 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or nlailed to the following beneficiaries of the above-captioned estate on February "":~6, 2001. Name Address lmmaculata College 1145 King Road, Immaculata, PA 19345 Mother Seton Shrine 333 South Seton Avenue, Emmitsburg, MD 21727 Anwrican Red Cross P. O. Box 5740, Harrisburg, PA 17110 Holy Spirit Hospital 503 North 21 5t Street, Camp Hill, P A 17011 St. Catherine Laboure Church P. O. Box 2153, Harrisburg, PA 17105 St. Francis of Assisi Church P. O. Box 2153, Harrisburg, PA 17105 Notice hzts now been given to all persons entitled thereto under Rule 5.6(a) except: N/ A Dat<:~"2-/ 27 /0 / K hleen Carey Daley, Esq. Attorney No. 30078 1029 Scenery Drive Harrisburg, PAl 7109 (717) 657-4795 Counsel for Personal Representative .. "'- BEFORE THE REGISTER OF WILLS COUNTY OF DAUPHIN PENNSYL VANIA In Re: Estate of Helen A. Sharpe, deceased, No. 2001-00172 To: Immaculata College Aitn: Sister !viarie ROSeanJle, P;:-esident 1145 King Road Immaculata, P A 19345 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: 1/7 of residuary estate Name of Decedent: Helen A. Sharpe Last Known Address: 4837 East Trindle Road Mechanicsburg, P A 17050 Date of Death: February 2, 2001 Place of Death: Holy Spirit Hospital, Camp Hill, P A County of Grant of Original Letters: Cumberland County, P A Decedent Died: Testate A copy of the will is attached. Name(s), addressees) and telephone number(s) of all personal representatives appointed: Tim Sawyer 2405 Chestnut Street Harrisburg, PAl 71 04 (71 7) 234-0834 .. " Additional information may be obtained from the undersigned. Date: OZ.!01/0) , By: Ka leen Carey Daley, Esq. Attorney No. 30078 1029 Scenery Drive Harrisburg, PAl 7109 (717) 657-4795 Counsel for Personal Representative \. BEFORE THE REGISTER OF WILLS COUNTY OF DAUPHIN PENNSYL VANIA In Re: Estate of Helen A. Sharpe, deceased, No. 2001-00172 To: St. Catherine Laboure Church c/o Very Rev. James Nt Lyons V icar General/General Secretary Roman Catholic Diocese of Harrisburg P. O. Box 2153 Harrisburg, P A 17105 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: 1/7 of residuary estate Name of Decedent: Helen A. Sharpe Last Known Address: 4837 East Trindle Road Mechanicsburg, P A 17050 Date of Death: February 2,2001 Place of Death: Holy Spirit Hospital, Camp Hill, P A County of Grant of Original Letters: Cumberland County, P A Decedent Died: Testate A copy of the will is attached. Name(s), address(es) and telephone number(s) of all personal representatives appointed: Tim Sawyer 2405 Chestnut Street Harrisburg, PAl 71 04 (717) 234-0834 \ Additional information may be obtained from the undersigned. Date: (fZ/J.. 7/ Of By: K thleen Carey Daley, E q. Attorney No. 30078 1029 Scenery Drive Harrisburg, PAl 71 09 (717) 657-4795 Counsel for Personal Representative \ . \,. BEFORE THE REGISTER OF WILLS COUNTY OF DAUPHIN PENNSYL VANIA In Re: Estate of Helen A. Sharpe, deceased, No. 2001-00172 To: Holy Spirit Hospital Attn: Sister Romaine, CEO 503 North 21 st Street Camp Hill, P A 17011 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: 2/7 of residuary estate Name of Decedent: Helen A. Sharpe Last Known Address: 4837 East Trindle Road Mechanicsburg, P A 17050 Date of Death: February 2, 2001 Place of Death: Holy Spirit Hospital, Camp Hill, P A County of Grant of Original Letters: Cumberland County, P A Decedent Died: Testate A copy of the will is attached. Name(s), addressees) and telephone number(s) of all personal representatives appointed: Tim Sawyer 2405 Chestnut Street Harrisburg, P A 17104 (717) 234-0834 \. , Additional information may be obtained from the undersigned. Date: 02-/27 /0/ , By: Kat leen Carey Daley, Es Attorney No. 30078 1029 Scenery Drive Harrisburg, P A 17109 (717) 657-4795 Counsel for Personal Representative r ~ BEFORE THE REGISTER OF WILLS COUNTY OF DAUPHIN PENNSYLVANIA In Re: Estate of Helen A. Sharpe, deceased, No. 2001-00172 To:: American Red Cross Attn: Timothy English, CEO P. O. Box 5740 Harrisburg, P A 17110 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: 1/7 of residuary estate Name of Decedent: Helen A. Sharpe Last Known Address: 4837 East Trindle Road Mechanicsburg, P A 17050 Date of Death: February 2, 2001 Place of Death: Holy Spirit Hospital, Camp Hill, P A County of Grant of Ori g i nal Letters: Cumberland County, P A Decedent Died: Testate A copy of the will is attached. Name(s), address( es) and telephone number(s) of all personal representatives appointed: Tim Sawyer 2405 Chestnut Street Harrisburg, PAl 71 04 (71 7) 234-0834 r ... Additional information may be obtained from the undersigned. Datt;:: o~/b1/6J , By: Kat leen Carey Daley, Esq Attorney No. 30078 1029 Scenery Drive Harrisburg, P A 1 71 09 (717) 657-4795 Counsel for Personal Representative Ii I ~ BEFORE THE REGISTER OF WILLS COUNTY OF DAUPHIN PENNSYLVANIA In Re: Estate of Helen A. Sharpe, deceased, No. 2001-00172 To: Mother Seton Shrine Attn: Sister Mary Clare Hugh~s, D.C., Administrator 333 South Seton Avenue Emmitsburg, MD 21727 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: 1/7 of residuary estate Name of Decedent: Helen A. Sharpe Last Known Address: 4837 East Trindle Road Mechanicsburg, P A 17050 Date of Death: February 2, 2001 Place of Death: Holy Spirit Hospital, Camp Hill, P A County of Grant of Original Letters: Cumberland County, P A Decedent Died: Testate A copy of the will is attached. Name(s), addressees) and telephone number(s) of all personal representatives appointed: Tim Sawyer 2405 Chestnut Street Harrisburg, PAl 71 04 (717) 234-0834 . . ~ Additional information may be obtained from the undersigned. Date:: 0z1;;;'7/ () r ~ By: Kat leen Carey Daley, Esq. Attorney No. 30078 1029 Scenery Drive Harrisburg. P A 17109 (717) 657-4795 Counsel for Personal Representative ... "" BEFORE THE REGISTER OF WILLS COUNTY OF DAUPHIN PENNSYL VANIA In Re: Estate of Helen A. Sharpe, deceased, No. 2001-00172 To:: St. Francis of Assisi Church c/o Very Rev. James M. Lyons Vicar General/General Secretary Roman Catholic Diocese of Harrisburg P. O. Box 2153 Harrisburg, PAl 7105 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: 1/7 of residuary estate Name of Decedent: Helen A. Sharpe Last Known Address: 4837 East Trindle Road Mechanicsburg, P A 17050 Date: of Death: February 2, 2001 Place of Death: Holy Spirit Hospital, Camp Hill, P A County of Grant of Original Letters: Cumberland County, PA Decedent Died: Testate A copy of the will is attached. Name(s), address( es) and telephone number(s) of all personal representatives appointed: Tim Sawyer 2405 Chestnut Street Harrisburg, PAl 7104 (717) 234-0834 ... ~ Additional information may be obtained from the undersigned. Date:~ 7 IoJ I By: I Kat leen Carey Daley, Esq. Attorney No. 30078 1029 Scenery Drive Harrisburg, PA 17109 (717) 657-4795 Counsel for Personal Representative ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF HELEN A. SHARPE, DECEASED : NO. 0172 OF 2001 FIRST AND FINAL ACCOUNT First and Final Account of Tim Sawyer, a/k/a Thomas A. Sawyer, Jr., Executor For ESTATE OF Helen A. Sharpe, Deceased Date of Death: Date of Administrator's Appointment: Date of Advertisement: Accounting for the Period: February 2, 2001 February 14, 2001 March 7, 2001 through March 30, 2001 February 2, 2001 to December 31, 2001 Purpose of Account: Tim Sawyer, alk/a Thomas A. Sawyer, Jr., Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Kathleen Carey Daley, Esquire Daley Law Offices 1029 Scenery Drive Harrisburg, PAl 71 09 (717) 657-4795 Principal Receipts SUMMARY OF ACCOUNT Current Value $320,822.60 Net Gain (or Loss) on Sales or Other Disposition N/A Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions Escrow Funds Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand Income Receipts (Interest) Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand $ 322.52 $ 4,339.00 $ 7,020.83 $ 75.00 $ 15,000.00 $ 3,000.00 $291,065.25 $ 0.00 $291,065.25 $ 7,272.04 $ 0.00 $ 7,272.04 $ 0.00 $ 7,272.04 $298,337.29 Fiduciary Acquisition Va/ue RECEWTSOFPmNCWAL Assets listed in Inventory Current Value Fiduciary Acquisition Value Cash: Accounts: Allfirst Trust Company of Pennsylvania, N.A. (ARK Money Market Portfolio, CUSIP 040711400) $ $ 34,597.13 Allfirst Trust Company of Pennsylvania, N.A. (United States Savings Bonds, Series HH) $ $ 20,000.00 Allfirst Trust Company of Pennsylvania, N.A. (ARK Funds Intermediate Fixed Income Portfolio, CUSIP 040711640) $ $103,662.56 Allfirst Trust Company of Pennsylvania, N.A. (ARK Funds Short-Term Bond Portfolio Institutional CUSIP 040711483) $ $ 50,174.16 Allfirst Trust Company of Pennsylvania, N.A. (ARK Funds U.S. Government Bond Portfolio Institutional CUSIP 040711475) $ $107,007.07 Allfirst Bank Checking Account No. 6185795 $ $ 1,896.24 TOTAL ACCOUNTS $317,337.16 .. Receipts: GE Capital Assurance Refund Check $ $ 246.30 Internal Revenue Refund Check for 2000 $ $ 1,215.00 Cash $ $ 2,024.14 TOTAL RECEIPTS: $ $ 3,485.44 TOTAL ACCOUNTS AND RECEIPTS: $ $320,822.60 Income: MMA (through December 31,2001) $ $ 7,265.89 Checking Account (through December 31, 2001) $ $ 6.15 TOTAL INCOME: $ $ 7,272.04 TOTAL ASSETS: $ $328,094.64 The Decedent resided in a long term care facility and had disposed of all items of personal and real property, of any value, prior to her death by converting them to cash and having them administered as a part of the trust. J. DISBURSEMENTS OF PRINCIPAL Debts of Decedent Country Meadows Conner Rich Associates Wildeman & Obrock Funeral Expenses Gilbert L. Dailey Funeral Home, Inc. Administrative Expenses Advertisement .. Sentinel Advertisement - Cumberland County Law Journal Probate Fees Daley Law Offices Federal and State Taxes P A Department of Revenue Fees and Commissions Executor Commission - Thomas Sawyer, Jr. Escrow Funds Monies set aside for 2001 taxes or other unanticipated expenses $ $ $ 10.62 16.90 295.00 $ 4,339.00 $ 93.83 $ 75.00 $ 352.00 $ 6,500.00 $ 75.00 $ 15,000.00 $ 3,000.00 PROPOSED DISTRIBUTION TO BENEFICIARIES A. lmmaculata College $42,619.61 1145 King Road P.O. Box 300 Immaculata, Pennsylvania 19345 B. Mother Seton Shrine $42,619.61 333 S. Seton Avenue Emittsburg, Maryland 21727 C. American Red Cross $42,619.61 P.O. Box 5740 Harrisburg, Pennsylvania 17110 D. Holy Spirit Hospital $42,619.61 503 N. 21 sf Street Camp Hill, Pennsylvania 17011 E. Holy Spirit Hospital - Library $42,619.61 503 N. 21 st Street Camp Hill, Pennsylvania 17011 F. S1. Catherine Laboure Church $42,619.61 P.O. Box 2153 Harrisburg, Pennsylvania 17105 G. St. Francis Assisi Church $42,619.61 P.O. Box 2153 Harrisburg, Pennsylvania 17105 Tim Sawyer, alk/a Thomas A. Sawyer, Jr., Executor for the Estate of Helen A. Sharpe, deceased, hereby declares under oath [penalties and perjury] that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been notified of the insolvency of the Estate; that, to his knowledge, there are no other claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. 'c Tim Sawyer, aIkIa Thoma&;A. Executor Subscribed and sworn to by im Sawyer, alk/a Thoma~?A. ~awyer, E ecutor, before me this ~ day of 2002, ~ NOTARIAL SEAL PATRICIA,A. PATTON, Notary Public lower Paxton Twp., Dauphin County M Commission Expires June 20, 2002 ff PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Sherry Clifford, Classified Ad Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication DECEDENTS ESTATES Notice is hereby given that letters testamentary have been granted in the following Estate. All persons indebted to the said Estate are required t6 make payment, and those having claims or demands to present the same without delay to the administrators, exec- utors, or their attorneys named below. Estate of HELEN A. SHARPE, late of Mechanicsburg, Hampden Township, Cumberland County, Pa. (died February 2, 2001). Executor: Tim Sawyer, Attorney: Kathleen Carey Daley, Esquire, Daley Law Offices, 1029 Scenery Drive, Harrisburg, PA 17109-5322. March 7, 14 and 21,2001 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. ",I /J .' .-~ I Sworn to and subscribed before me this 21 st day of March , 2001. ~/~ ry Public My commission expires: Notarial Seal . L Metzger, Notary PublIC CWelnS~~ Bora, cumberland Cou~tv 1 arL 'E"~ 'une? )00 \ My Comlli\SS\Or; j~Me;:, ,I . -.' ,. J "J'\SCO,';'\1iO\\ ci \'k,tlw;.) Member Penl~sy,vanld ! ."' JIC. I t:xh\b\t II A \\ ~ I' '0 ~. , PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 APR 0 6 2001 STATE OF PENNSYLVANIA : SSe COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, V1Z: MARCH 16,23, 30,2001 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. "(.); j/~~" -- R er M. Morgenthal, Editor Sharpe, Helen A., dec'd. Late of Mechanicsburg. Hamp- den Township. Executor: Tim Sawyer. Attorneys: Kathleen Carey Daley. Esquire. Daley Law Offices. 1029 Scenery Drive, Harrisburg. PA 17109-5322. SWORN TO AND SUBSCRIBED before me this 30 day of MARCH. 2001 v~=./ t, ~dRA/ "--."-"t~OTAR~~ ~"- '. . LOIS E. SNYDER, Notary Public Ca.rftsIe Boro. ' CumbeI. 1and County My Commission Expires March 5, 2005 E- X h , b \ .t 1\ PJ it . .. . . 'J . COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL November 20,2001 MIKE FISHER ATTORNEY GENERAL Public Protection Division Charitable Trusts and Organizations Section 14th Floor, Strawberry Square Harrisburg, P A 17120 (717) 783-2853 Fax: (717) 787-1190 E-mail: mfoerster@attomeygeneral.gov Kathleen Carey Daley, Esq. DALEY LAW OFFICES 1029 Scenery Drive Harrisburg, PAl 71 09 NO,! 2 t:' . .. fJ 2001 RE: ESTATE OF HELEN A. SHARPE Dear Ms. Daley: This will acknowledge receipt of your letter dated November 14, 2001 regarding the above captioned matter. After reviewing the First and Final Accounting and Will, I have no objection. At your earliest convenience, kindly forward a copy of the Court's Decree and Adjudication. Please be advised that the above review was made pursuant to the parens patriae function of this Office and has no bearing on any matter unrelated to that function. MTF/mlm ~ xh i b\ t He'.1 ~~0i10-~ Register of Wills of Dauphi-fl County, Pennsylvania /.~ / '............. INVENTORY Estate of Helen A. Sharpe No. also known as Date of Death 02/02/2001 I Deceased Social Security No. 179 12 5223 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Kathleen Carey Daley Thomas Sawyer, Jr. a/k/a I.D. No.: 30078 1029 Scenery Drive Harrisburg, PA 17109 (717) 657-4795 Tim Sawyer Address: Dated Telephone: Description Value $ 516.00 1. Commonwealth Check 2. Checking Account 3. GE Capital Assurance Refund 4. Allfirst Bank Trust Account 5. Internal Revenue Service Refund Check (2000) 1,896.24 246.30 314,443.53 1,215.00 ::::1', .-- I ::D ~ L.l- N P ,-I) .- ~ .. ....,; .... ...", ~ ... ....;.~..... (Attach Additional Sheets if necessary) Total: 31 8, 31 7 .07 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personCli representative. include the value of each item. but such fig ures should not be extended into the total of the Inventory RW-8 v ,'[, l{2r::'C?- 13 BUREAU OF INDIVIDUAL TAXES INHERITANCE 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 KALTHEEN CAREY DALEY DALEY LAW OFFICES 1029 SCENERY DR HBG .02 -\ t~, DATE ESTATE OF DATE OF DEATH FILE NUMBER ~': :; 6 COUNTY ACN 03-11-2002 SHARPE 02-02-2001 21 01-0172 CUMBERLAND 101 *' REV-15~7 EX AFP (01-02) HELEN A Amount Remitted \.. j PA 17]{09t11,183 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifi,,: iS4j-EX--AFP--(Cff:02Y-NOYicE--OF-'"fNHEifiTAifcE-YAX-'AppR'AisEMENT-:--ALi-oWANCE-oi------------ - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHARPE HELEN A FILE NO. 21 01-0172 ACN 101 DATE 03-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: 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 lI) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 318,317.07 .00 .00 (8) 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) lIO) 26,416.83 322.52 NOTE: lI5) lI6) lI7) lI8) .00 X .00 X .00 X .00 X NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 318,317.07 lI1) lI2) lI3) lI4) 26.739 35 291,577.72 291,577.72 .00 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 lI9)= ,-" In~.'" I(I:~~~" I II T"T AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 03-11-21)02 SHARPE 02-0Z-2001 21 01-0172 CUMBERLAND 101 l A.ount R..S5 MAKE CHICK PAYABLI AND REMIT PAYHINT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 !=,!J_t_~~~.!!t!...!~!!__L:.!~~..__..__!--" RITAIN LOWER PORTION FOR YOUR RECORDS -411 REV -1547 EX A" [ 01- 02) NOT-fci:"-OF-l-NHiififAi'-ci-TAi-A-p;iA-iiEM"iNT~--ALt"'6wANCi.OR-----......--- h_ ~..... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHARPE HELEN A FILE NO. 21 01-0172 ACN 10), DATI 03-11-2002 MAR-12-02 01:23 PM //b~v2 () 9 -' 13 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 8UREAU OF INDIVIDUAL TAXES lNHE~lTANCE TAX DIVISION D!"PT. Z80601 HA_~l$IURG, PA J71t'-0601 NOTICE OF INHERITANCE TAX A~PRAI$EHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '02 DATE ESTATE OF DATI! OF DEATH " ,-ILE NUMBER COUNTY ACN KALTHEEN CAREY DALEY DAlEV LAW OFFICES 1029 SCENERY DR HBG '.-, ~l r" \ -l! PA 17109-1183 P . 02 fJ / V' * ....lIn U if' m-otl HELEN A ( ) CHANGED APPROVED DEmUCTION8 AND !X!MPTIONS: 26,416.83 9. Funeral Exp~.e./A~. Costs/"i.c. Expense. ($chedule H) (,) _ 10. D.mtuttor-t_e Llabilitias/Llana (Schnule I) ClO) 322 !i2. 11. Total Dedu~tlon. (11) 12. N.t V.lua of TaK It.turn 112> 13. CharSt.bla/&ovarnMent.l Bequ..t.; Non-alaoi.d 9113 T~u$t. ($~hedule J) (15) 14. Net Valua 01 Est.te Subject to Tax (1~) NOTE: I~.n ..S88sment ... iS8Ued pr.viou81y. l~nes 14l 15 .nd/or 16, 17. 18 and reflect figures that include the total Q~ ~ r.~urns assessed to data. ASSESS"!NT OF TAX; 15. A~Ynt of Ll~ l~ .t Spousal rate (15) 16. Aaount of Line 14 i.xable at Ll~eal/Class A rate (16) 17. ~t of Lina 1~ .t Sibling rat. (17) 18. AM~t of Line 14 taxable at Collataral/Cla.. 8 ~.te (18) 19. rr1noJpel Te)( Due TAX R~TURN WA5: (X) ACCEPTED \$ t*'ILED RESERVATION CONCERNING FUTURE INT!REST - SEE REVERS! APPRAISED VALUE OF RETURN aASID ON: ORIGINAL RETURN 1. Real E.tat. (Schedule A) 2. Stock. and Bond. (Sohedul. 8) 3. Closely "-ld Stock/P8rtnerahlp Inte~e.t ($chedul. C) it. Hort....slNot.. RMl.lvabl. C$ohttd\.ll. D) 5. C.sh/8enk Depoelt.lHlso. Pers~n.l Property ($~.dul. E) 6. Jointl~ Owhed rraperty (Schedule F) 7. T~Bh.fers (Schedul. ., 8. Total A$..t. (1) (2) (I) [~) Ii) (6) (7) .0lL .00 .00 · 00.. 318,317.07_ . 0 O. .00_ (e) .00)( 00 = . 00 X 045. .00 x 12 = .00 x 15 . NOTE I To Sn.u~. proper credit to your eccouni ....1 t the upper porU, of ihl. for~ with you~ tax pa)f..."t. 318,317.07 'lli.7~Q 35 291;577.72 291",577.72 .00 19 will .. .00 .00 .00 .00 .00 (19J= TAX CREDITS: .-, '. .._-~... . UJ AHOUNT PAID DATE NUt1BE R INtERfST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUr .00 INTEREST AND PiN. .00 TOTAL DU! .00 . If PAID AfTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF tOTAL DUE IS LfSS THAN .1, MO ~AY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eR)", YOU "AY BE DUE ... gr:r:lIwn ~s::r: ItIr:Ur:Ilc:.r: IlTnr: nl=' TWTct: r:nltM r:1'l. \'NCTlJllrTTftlAIC l P.03 MAR-12-02 01:24 PM ~ '-' /'? J.09-/3 COMMONWEAL IH OF F'ENNSYLVANJA OFFICE OF ATTORNEY GENERAL '02 '1 F'ebruaiy 21, 2002 )/} . '01 ,{ ~ )J/ MIKE FISHER ATTORNEY GENERAL \. .i__ t\\y Public Protection Division Charitable Trusts and Organizations Section 14th Floor, Strawberry Square Harrisburg; P A 17120 (717) 783-2853 Fax: (717) 787-1190 E-mail: mfoerster@attolneygeneral.gov Kathleen Carey Daley, Esq. DALEY LAW OFFICES 1029 Scenery Drive Harrisburg~ P A 17109 RE: ESTATE OF HELEN A. SHARPE FE8 252002 Dear Ms. Daley: This letter is to follow-up on my November 20, 200 I letter wherein I stated no objection to the admin istration of the above-captioned estate. At your earliest convenience, pl,~ase forward to me a copy of the Court's Decree and Adjudication so that I may have a complete file to close. Thank you for your time and consideration of my request. Michael T. Foerster Deputy Attorney General MTF/mlm Sf- v PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Estate No.: Helen A. Sharpe 02/02/2001 21-01-00172 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: N / A (date) 3. If the answer to No. I 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: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases. joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. :0 ::.0 U..J Kathleen Carey Daley Name (Please type or print) 1029 Scenery Drive Harrisburg, FA 17109 Address (MAH:rmtJ Atf3)' ,"'-.j p ,: ~_.~ 717 657 1795 Telephone No. i_~ :s ,~' '"\ ,. .... .....",. '--'" Capacity: Personal Representative X Counsel for Personal Representative R.W. - 58 REV.1500EX 16-DOJ W ,.., ::&::~cn o DOl" WO.O ,,00 0"'.... 0." 0. < z o < I-' :::l 0.. :a: o u >< ~ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT (15) (16) (17) (18) (19) OfTICL,^L. IJSE ONLY c COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I-' Z W C W U W C DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) Helen A. Sharpe DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 02/02/2001 12/29/1913 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ____j{a:::_.__d"Q_9:::-__ FILE NUMBER 8 N A [X] 1. Original Return D 4. Limited Eslate [X] 6. Decedent Died Testate (AtlachcopyofWiII) D 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (dale ofdaalh after 12-12-82) o 7. Decedent Maintained a Living Trust (AltachcopyofTrusl) o 10. Spousal Poverty Credit (dale ofdea!h betvreen 12-31-91 and 1-1-95) 2 1 - 0 1 0... .n.. L l 2.. NUMBER COUNTY CODE YEAR SOCIAL SECURITY NUMBER 179 12 5223 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (dale ofdealh prior to 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach SohOl NAME COMPLETE MAILING ADDRESS .... Z W " Z o 0. '" W '" '" o o 1029 Scenery Drive Harrisburg, PA 17109 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) -:: c':' n 00 :; ~, r:; o ~ 00 .' o 00 o 00 318,317.07 N OFFI "USE ONLY FIRM NAME (If Applicable) D TELEPHONE NUMBER 717 657-4795 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o ~ ...J :::l I-' a:: ~ u w 0:: 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) 0.00 ~1 en co I - --,.:. ,......) N N (8) 318,317 .07 (6) o 00 (11) (12) (13) 26,;/39.35 29L,;5J.7....;J.2.. 291_,.577.7] (7) 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) 13. Charitable and Governmental Bequests/See 9113 TNsts for which an election to tax has not been made (Schedule J) (9) (10) 26,416.83 1?? <;? (14) n 00 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable al the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O_ N/A N/A N/A N/A 0.00 20.D~~j~ > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 16. Amount of line 14 taxable at lineal rate X.O_ 17. Amount of line 14 taxable at sibling rate x .12 18. Amount of line 14 taxable at collateral rale x .15 19. Tax Due Decedent's Complete Address: STREET ADDRESS .... CITY Mechanicsburg STATE PA ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credilslpayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits (A + B + C ) (2) o 00 3. InteresVPenally if applicable D. Interest E. Penally TotallnteresVPenally ( 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 (3) 0 00 (4) 0 00 (5) 0.00 (5A) 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. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0 00 Make Check Payable to: REGISTER OF WILLS, AGENT I!Ilr-'-IHL_ 11 r .11.... I illlUlllll1IIi fill W llfmmllm 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;.......................................................................................... 0 0 b. retain the right to designate who shall uSe the property transferred or its income; ............................................ 0 0 6. retain a reversionary interest; or................ ........................................ ............................................... ................ 0 IX] d. receive the promise for life of either payments, benefits or care? ..................................................... D IX] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................ . ............................. ................... 0 IXJ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 IXJ 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation? ......... ........................................ ................ ......................... ........................ 0 !XJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. 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 preparer other than the personal representative is based on all inforrnation of which preparerhas aflY knowledge. DATE / ~ 0""- ~~ 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 PS 99116 (a) (1.1) (i)l. For dates of death on or after January 1, 1995, the lax rate imposed on the net vaiue of Iransfers to or for the use of Ihe surviving spouse is 0% [72 P.S. 99116 (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 slepparenl of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rale Imposed on the net value of Iransfers 10 or for Ihe use of Ihe decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)J. 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(a)(1.3)]. 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. REV-1508EX~jl-97) . ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Helen A. Sharpe FilE NUMBER 21-01-00172 Inelude 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 ScMdule F. ITEM NUMBER 1. DESCRIPTION V AWE AT DATE OF DEATH 516.00 2. 3. 4. 5. Commonwealth Check Checking Account No. 61185795 GE Capital Assurance Refund Allfirst Bank Trust Account No. 1104362001 Internal Revenue Service Refund Check 1,896.24 246.30 314,443.53 1,215.00 $ TOTAL (Also enter on line 5, Recapitulal'on) $ 3113. 31 7 . 07 Ilf more space is needed, insert additional sheets of the same size) I I Estate of Helen Anne Sharpe Assets Held by Allfirst Trust Company of Pennsylvania, N.A., Trustee Under Agreement, Dated June 18, 1997 February 2, 2001 Account Number 1104362001 UNITS DESCRIPTION MARKET VALUE 835.00 Cash · $ 835.00 32,] ] 8.30 ARK Money Market Portfolio, CUSIP 0407] ]400 32,118.30 20,000.00 U.S. Savings Bonds, Series HH .. 20,000.00 10,513 .4440 ARK Funds Intermediate Fixed Income Portfolio, CUSIP 040711640 103,767.69 5,047.7020 ARK Funds Short-Term Bond Portfolio Institutional CUSIP 040711483 50,275.11 ] ] ,008.9580 ARK Funds U.S. Government Bond Portfolio Institutional, CUSIP 040711475 TOTAL VALUE 107,447.43 $ 314.443.53 · See delayed partial Social Security Receipt * * Includes interest from converted Series E Bonds ALLFIRST TRUST COMPANY OF PENNSYL VANIA, N.A. ~VL.. ....,.-. J /" 'I ., r-v" ~ -"2- .v - .'. // /. '" 1 . \ By: -- - ~~...~ ~r ' ,-,/ R bert L. Keck, Assistant Vice President & Trust Officer wildeman and Obrock, CPA's 515 S. 29th Street Harrisburg, PA 17104 (717) 561-0820 March 9, 2001 Helen A. Sharpe Estate c/o Thomas Sawyer, Jr 2405 Chestnut Street Harrisburg, PA 17104-1411 Dear Mrs. Sharpe: Enclosed are the decedent's 2000 income tax returns. The returns should be signed and dated by the executor of the estate. Specific filing instructions are as follows. FEDERAL INCOME TAX RETURN: Mail your federal return on or before April 16, 2001. Mail to - Internal Revenue Service Philadelphia, PA 19255-0002 No payment is required as you are due a refund in the amount of $1,215. Enclosed is Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer. Form 1310 should be signed and dated by the person claiming the refund. PENNSYLVANIA INCOME TAX RETURN: Mail your state return on or before April 16, 2001. Mail to - PA Department of Revenue Payment Enclosed 4 Revenue Place Harrisburg, PA 17129-0004 Enclose your check for $75, payable to PA Department of Revenue. Include your social security number and the words "2000 PA Tax" on your check. Enclose Form PA-V with the return. Do not attach payment or Form PA-V to the return. We sincerely appreciate the opportunity to serve you. Please contact me if you have any questions regarding these tax returns. Your copies of the returns are enclosed for your files. We suggest that you retain these copies indefinitely. Sincerely, Michael A. Kunisky, CPA AEV-1511 EX+ (12-99) _ tiJ- 'COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE If FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Helen A. Sharpe 21-01-00177. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Gilbert Dailey Funeral L. Home, Inc. 4,319.00 8. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal RepresentatilJe(s) Thomas Sawyer, Jr. a/k/a Tim Saw~er f 15,000.00 Social Security Number{s)/EIN Number of Personal Represent tilJe{s\ Street Address 2405 Chestnut street City Harrisburq State -"lL. Zip 17104 Year(s} Commission Paid: 200t.. 2. Attorney Fees Daley Law Offices 6,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant N/A Street Address CHy Slate ~ Zip Relationship of Claiman1 to Decedent 4. Probate Fees Cumberland County REgister of Wills 352.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. PA Department of Revenue (2000 State Taxes) 75.00 8. Advertisement - Cumberland Law Journal 75.00 9 . Advertisement - Sentinel 93.83 10. Money Market Service Charge 2.00 TOTAL (Also enter on line 9, Recapitulation) $26 416.83 Debts of decedent must be reported on Schedule J. (If more space is needed, insert additional sheets of the same size) CJilbert of. 0ailey Ofuneral [J{ome. cflnc. -__CloCOOC__ __~___>O(~_~__>C:>(...::>cIClo(~__~___lC><lo.....o( 650 S. 28th STREET HARRISBURG, PA 17103 PHONE B3-1'H3 TIMOTHY J. DAILEY Supervisor STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED Charges afe only for chose: items that are u~. If we aTt required by law to U~ any items, we will explain in writing ~low. If you selected a funeral which required embalming, 5uch liS a funeral with viewing, you may have to pay for embalming. Yau do not have to pay for embalming you did not approve if you sekcced arrangements &ut:h ~ a ditect cremation or immediate burial. If we charged for embalming, we will explain why below. 1:1-. C - (' -,/ '1- For fhe Service of ) i j fj} /() --::>t/;J P fJ I Dare of Death .c.. L~ () I , I I ' a",..,re f'S11\r;:" J Ll'iL>_N Nr AddreJS City State Other dothing A. CHARGE FOR SERVICES SELECTED: 1. Professional services Services of Funeral Director/Staff Embalming Other preparation of body Cosmetology, dressing and casketing Sanitary care when embalming is not elected- Dressing and pla::inR in cBSket or altemative container only SUB-TOTAL OF PROFESSIONAL SERVICES 2. Fllcilities llnd equipment Use of facilities for viewing (Visit-ation/Wake) . Useoffadlitiesforfuneralceremony .. Use of administrative areas, reception areas and arrangement rooms . . Use of Preparation room . Other useoffllcitities $- $- $- 8 J5Q) - 8 3W-' 8 8 8 8 (.qw ~ Cremation urn. . (Description) ornER 8_ 8_ $-12(;)- ......... $-----'..- TOTAL MERCHANDISE SELECTED. C SPECIAL CHARGES: Forwarding of remains to $- L3w-' 8~_o $- $- (Funeral Home) Receiving of remains from 8_ 8_ 8_ $- 8_ (Funeral Home) Immediate Burial. Direct Cremation ....................... $- ,{,,- SUB-TOTAL OF FAClUTlES/EQUIPMENT . .. $~' 3. AUTOMOTIVE EQUIPMENT Vehicle to transfer remains to Funeral Home \{ ~ Lxol..............................$~ Hearse (Casket Coach) -> Lx.I.. $~ limousine Local.... Family car Local. Flower car or floral disposition local.. Lead car/clergy car locaL... Car for pallbearers Loaol. Out of tOWn transportation SUB TOTAL OF SPECIAL CHARGES D. CASH ADVANCED Opening Grave . Cemetery Equipment Lot and D~ . Newspaper Notices-Loclll . Ne~aper Notic~Out.cl.T own. Telephone & TdegraIT15 . . Airfare.. Oergy/MassOffering. . Pallbearers. \ '2.. Certified. Copi.esof tM ~ath Ortiikate . Police Esq;lrt. ..,...... ... Rowers j(JJO. .C.~~tN'-,\. Vault~iceCharge Ok ('f'o.~\.r 8_ 8_ $- $J.:U..: $- $- 8_ $lJXL- $ $ L~ - $ $ n::a: $- 8-iAS-- $- $- $- 8_ $=:-$3\'3. - 8_ 8_ $- 81.00.-~ $- $- 8_ $ "7/./ SUIHOTALOF AUTOMOTIVE EQUIPMENT $ ~ TOTAL OF PROFESSIONAL SERVICES, FAClLlnES AND AUTOMOTiVE. EQUIPMENT . B, CHARGE fOR MERCHANDISE SELECTED: =Pd~~)' tA'I'A;'~f' ~ ffi' (~. '.<;~~~.~- I,,~rll.-.I'h' iJL'" Oth r Receptacle". $_ (Description) SUB-TOTAL OF ADVANCES,. SUMMARY OF CHARGES A. Professional Services, Facilities and Equipment, and Automotive Equipment $ ;( q j () B. Merchandi~ . . $l.k..Q) C.Specia.tChat~. $_ D. Cash Advances. $3 1(( '~l~1 q TOTAL OF ALL SELECTIONS ..... ........ ... $ PAID AT TIME OF OR PRIOR TO C J t) I~ -' l) ARRANGEMENTS. $_ BALANCE DUE $~ REASON FOR EMBALMING /:::"/11/, fl '1 l," 'll9 (~_; \ iJ r ,'f.)"" <. If any law, cemetery, or crematory requirements have required the purcha~ of any of the items listffi above the law or requirement is explained below. ;l~ /@ Outer burial container (Description) .......8_ Aclmowledgemenr cards . Regtstttbook(s) .' Memory folders .' Prayer~ards Temporary grave marker. . Burial clothing. . . , . . $- 8_ $- $- $- 8_ I hereby agree that I hav~ examined the a~ve stated items and found them to be correct and according to rhe arrangements requested and I hereby acknowledge receipt of II copy of this memorandum and agreement. I hereby represent that I have sufficient assets legally ;l.vailabk for payment of the caW. price and neteby agree and covenant jointly and severally to make payment of $ within~ days. A late charge of_per month amounting to per year is applied to the unpaid balance beginning_days from the date of this agreement. Any additional services or merchandi~ ordered or requested after the date of this agreement wHl be <:onsi-m:ed pan of thit agteem=.t and tM COM. thereof will be ref\ected on the final statement. (. I (8<01) " .)(_ ~ 01 (Pu"h.=) ( \ fJi\ tlOl~) I I 1~XX:V r:A 'W---"" I\~ FU~t~,OiTci:,Ol} , (Sell!) (purchaser) RfVIS12EX.11971., dW>!- "i[ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Helen A. Sharpe FIlE NUMBER 21-01-00172 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Country Meadows Conner Rich Associates Wildeman & Obrock 10.62 16.90 295.00 2. 3. TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 322.52 REV-1513 EX. 19-00* .. COMMONWEALTH OF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Helen A. Sharpe 21-01-00172 NUMBER I RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(Sj RECEIVING PROPERTY Do Not list Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and translers under Sec. 9116 (aj (1.2)] AMOUNT OR SHARE OF ESTATE ,. N/A II ENTER DOLLAR AMOUNTS fOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE N/A 1. ,. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Immaculata College 1145 King Road Immaculata, PA 19345 1/7 2. Mother Seton Shrine 333 South Seton Avenue Emittsburg, MD 21727 1/7 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 29<; .<;7< 1Q (If more space is needed, insert additional sheets 01 the same size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE .J BENEFICIARIES (Addendum) ESTATE OF Helen A. Sharpe FILE NUMBER 21-01-00172 NUMBER II NON-TAXABLE DISTRIBUTIONS: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 3. American Red Cross 1/7 Post Office Box 5740 Harrisburg, P A 1711 0 4. Holy Spirit Hospital 1/7 503 North 21 st Street Camp Hill, PA 17011 5. S1. Catherine Laboure Church 1/7 4000 Derry Street Harrisburg, P A 17111 6. St. Francis of Assisi Church 1/7 1439 Market Street Harrisburg, PA 17103 7. Holy Spirit Hospital Library 1/7 503 North 21st Street Camp Hill, PA 17011 LAST WILL OF HELEN A SHARPE 1, Helen A Sharpe, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will. I revoke all other wills and codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article ill I devise and bequeath all my wordly possessions, including all real estate wherever situated in which I may have an interest at the time of my death, and my residuary estate in equal portions, to the following: (1) Immaculata College for a scholarship fund in my name; (2) Mother Seton Shrine, Emittsburg, Maryland, for the upkeep of the Shrine. (3) The Harrisburg branch ofthe American Red Cross, to be used in central Pennsylvania. (4) Holy Spirit Hospital as a memorial to my dear friend, Helen Weiss. , (5) St. Catherine Laboure Church, Harrisburg, Pennsylvania, for the upkeep of the Shrine of the Miraculous Medal. (6) St. Francis Assisi Church, Harrisburg, Pennsylvania, for the soup kitchen. (7) Holy Spirit Hospital Library. Article IV In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion: A. to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, B. to manage real estate, C. to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, -, - D. to exercise any option or right arising from the ownership of investments, E. to compromise claims without court approval and without consent of any beneficiary, F. to file any federal income tax return for any year for which I have not filed such return prior to my death, G. to make distributions in cash or in kind, or in both, and to determine the value of any such property, H. to employ any attorney, investment advisor, or other agent deemed necessary by my , Executor; and to pay from my estate reasonable compensation for all their services, and 1. to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death. Article V I nominate, constitute, and appoint Tim Sawyer Executor of my Last WiJI and Testament. In the event of his renunciation, death, resignation, or inability to act for any reason whatsoever as my Executor, I nominate, constitute, and appoint Ann Marie Sawyer to act as my Executrix. I hereby relieve my Executor, whether original, substitute, or successor, from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act so far as I am able by law to do so. My Executor shaH receive reasonable compensation for services rendered to my estate. - b..1i IN WITNESS WHEREOF, 1, Helen A. Sharpe, hereby set my hand to this my Last Will, on this1 S+ day o~SLCQl<Dh < ,19'!1 at Mechanicsburg, Cumberland County, Pennsylvania. ~.~ Helen A. Sharpe, Testatrix In our presence, the above-named Helen A. Sharpe signed this and declared this to be her Last Will and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Address 102-9 S~~,(\V<2.- ) \\~ RG.,\'\\Q~ J.-'f&5 ~J,;, ~c?o..-{1/6i 1, Helen A. Sharpe, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by Helen A. ~arpe, the Testatrix, t~. \! day of .,,, .\ 1)(.1'\')'\\ ~-^ , 19U. 1\ I. ! J(".! (\ . , r-- ,./' t "I NOTr\RJi1~~:>EAL PATRiCIA A PATTON, Notary PUG"'- i Lower PJ:<!on ~':'ID Da:Jphin Co ~ ~~YSOr.lr::~~S_'!:\:2J~'q:~=~_)yne 20 _~?'j~;._. 1"\,, I .': I, . t:-:O ~C{. dL4Y~ Helen A. Sharpe, Testatrix . We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the her sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in our sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under nO constraint or undue influence. and ~ .j')' ~nesses, this I) \'I\2(2/h'\/ /A,,- \--~ ~ '.--..p..... I day of /"1 ,199','-'( ('\' 1 11 l' I .., n" I,' I! I AInu' IIHO'C r--- ;-"' l I I NOT ARI;\L SEAL P,:TR1CIA APATTOI'J. Notary Publll... ; I~O'Ner Pax Ion t-..if-' C'<:lUphin Co I :.~L..<;::or-'.2.0:":'~::0:~_-"; :'rt~'~~_'-\:';_r:.lO i 991L..-,