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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.
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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.
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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.
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COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECOROS
CERTIFICATE OF DEATH
YI'EIPflIHT
IN
EAMAHEHT
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UNDER I OM
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SOCIAL SECURIT'r NU!\ot8ER
Female 3. 179 - 12 -
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NAME Of DECEDENT If... M~--'---"---------- SEX
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AGE (lUl !lot1Moy) UNOER I YEAR
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DECEDENT'S USUAl OCCUMlON
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DECEOEHTS MAIUHG AOOAES8(Slr... c~. Sla. Z'CICOClet
SURVMNG SI'OUSE
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FRNER'S NAME ,..... UoOdIe. LHI)
4837 E. Trindle Road
Mechanicsburg PA 17050
DECEDENT'S
ACTUAL
RESIDENCE
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IoIOTHeR'S NAME ,F.... Mr<l<lIe. _ Suon_.
Feb 7, 2001
Rose Rodgers
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_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.
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Indiantown Gap National
Annville, PA 17003
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INFOAMANT"S NAME (T ypwP,onq
Timothy Sawyer
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NAME AHO AOORESS Of FAClUTY
Gilbert L. Dailey Funeral Hane, Inc. 650 S. 28th St Hbg., PA 17103
lICENSE NUM8ER OAJE SIGNED
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IW.S CASE REFERREC TO lAEDlCAL EXAMIHEFlICORONEIll
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DATE Of INJURY
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OIlEOlCAL exAMINERlCOAONER
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REGISTRAR'S SlGHATURE AND HUMllER
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DATE FILED 1_ Day._1
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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.
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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
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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
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, Lower Pa.;:v 1 UhJphin Co
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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
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~nesses, tllls I );- . day of /'
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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
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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
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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
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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..-,