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Home My WebLink About01-0398 PETITION FOR PROBATE and GRANT OF LETTERS c:L I - Q ,- 3q ~ Estate of Jeanne Greqorv also known as No. To: Register of Wills for the . Deceased. County of Cumbcrl.:md in the Social Security No. 325 09 8489 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executrix in the last will of the above decedent, dated SAprAmhpr I and codicil( s) dated Il ,I E1 named , 19-9..4- (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 1 West Penn St., APt. 201 r;:!rli~lp Rnrnllgh, PA 17n11 (list street, number and muncipality) Decendent, then gO years of age, died Apri 1 11 ,)l~ )nn 1 at 1 We~r Penn Srre~t ~Pt )01 ra~ljsle FA 170J) Except as follows, decedent did not marry: was not divo;ced 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: no except ions 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: $ C\Jnn() nn $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters t est amen t ary theron. (testamentary; administration c. La.; administration d. b.n.c.La.) Vl ~ u i:: Il) ~3 Il) .... 0::;1l) i:: -00 ="0 roo;: ~Il) VlCl.. ~'- ~ 0 ~ i:: OJ) CiS ~::::b~ )4 W RpplAY nrivp Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I so-. COUNTY OF CUMBERLAND J ~ . I Itv ~o. 21-01-398 Estate of JEANNE GREGORY , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW l'.pri 1 20th xjX?OO', in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated September I 1994 described therein be admitted to probate and filed of record as the last will of Jeanne Gregory and Letters Testamentary Pamela Janush are hereby granted to '-n?a~.y,t_~ !/;HJ;' ~l/.l ;1 12. L~~ .o~~ Register of Wills FEES Probate, Letters, Etc. ......... Short Certificates( 2) . . . . . . . . . . ~~HK EXTRA. .P.AGES.. JCP $ 25.00 $ 6. 00 $ 1 ') . 00 $ 5 . 00 TOTAL _ $ 51.00 APRIL 20, 2001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ATTORNEY (Sup. Ct. J.D. No.) Ronald E Johnson, Esquire 16453 78 West Pomfret Street ADDRESS Carlisle, PA 17013 (717) ?41-01?1 PHONE Filed PUT IN PROTHO. BOX APRIL 20, 2001 This is to certify that the information here given is correctly copi~d fror~ an original certitlcate of death dul~ tlled with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filIng. WARNING: It is illegal to duplicate this copy by photostat or photograph. 7248276 Li._ t\. ~~~ Local Registrar Fee for this certifIcate, $2.00 p APR 1 6 2001 No. Date H105.143R"".2/87 RINT COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS CERTIFICATE OF DEATH sr,Q"E FILE NUMBER SEX SOCIAL SECURITY NUMBER 2. Female 2. 325 - 09 AGE (last Bi<lMaVl UNOER , YEAR MontIla OIIys NAME OF DECEDENT (For... Middle. laJr) JEANNE GREGORY DeCEDeNT'S USUAL OCCUMlON (Gove Iond 01 work done durltlQ ..- 01 wortling ""'; do not use 'eIlred.) . ".. Homemaker m.Homemaking DeCEDeNT'S MAiliNG ADDRESS (Streel. CllylTown. Slale, Zop Co<le) DeCEDENT'S . 1 W. Penn St. Apt 201 ~~~~~LNCE Carlisle, Pa 17013 ~~~~ ,,. FIITHER'S NAME (FIfSt, M<ldIe. laSt) ,,. Andrew Bulka INFORMAHrS NAME (TypelPnnt) .Pamela Janusch MEil100 OF OISPOSlTlON IIurW 0 C'_liMn ClIher (Specify' -lENT INK 90 YIS. $. COUNTY Of DEJlTH 6{ \ ..... Cumberland 27.P#.RT I: Ente<IM_. injurieoorcompl' LiOl only one ..use on ..eIl ~ne. WERE AUTOPSY FINDINGS """1.A9l.E PRIOR TO COMPlETlON IY CAUSE IY DERH? _0 DATE Of DEATH iMonoIl. Do~. '_J .. April 13, 2001 UNOEA 1 DJI\' Hau<s I MInul.. BIRTHPLAC( (CiI'(.nd PlACE OF OE#H (C","", Of'oto/ one _ or"""""""" on Olher -t Stale or ForOtgn Country) HOSPITAl.; New York, NY ,,,,,,,._0 '7. Ie. FACILITY NAME (II nollf1""MIOn, 9've SIT"'" and numtler.1 ="Y10 RACE - American Indian. 8led<. Wh_e. Me. (SpeciI'(1 White Carlisle Boro .... 10. WAS oeCEDENT EVER IN U.S, AAMED FORCES? .....ONoKk 12. MARITAL STATUS. Married N_ Married. Widowed. DMlrced (Specify) u.Widowed l'7e.O......__1n SURVMNG SPOuSE tIlWII..II""'__1 l1e. S1.te ppnnl'lylv;:In;::l Did -.dent Itve in. r.lImh",,..l ",,..,..1 lownllhlp? 17d.Qg ::;"'~:::OI MOTHER'S NAME (F;,st, Middle. M8lOen Surnamel 1.. Mar Chuba INFORMANT'S MAILING ADDRESS (Street, ColyITown. Stale, Zip Code) 2Gb. 24 W, E le Drive Carlisle Pa 17013 PLACE Of DISPOSITION. Name 01 Cemet.ry, C,emalOly LOClil10N . CilyfTown. Stal., Zip Code orOltle<Plaee 21e.Yorktowne Crematory NAME AND ADDRESS Of ,,",CIUTY ~.Ronan Funeral Home, 255 York Rd. Carlisle, Pa 17013 LICENSE NUMBER DIITE SIGNED (MonlIl, Day. _I twp 17b. Coon Carlisle eiIy_. 2001 York, Pa 21d. 23b. 23<:. w.o.s CASE REFERRED TO MEDICAL EXAMINEAlCORONEA? .....xx NoD :!t. f Approxim.te :== I : DUE TO (OA AS A CONSEOUENCE OF): DUE TO (OA AS A CONSEOUENCE OF): MANNER OF DEATH DATE OF INJURY (Manlll, Day. ~..) TIME OF INJ RY Natunil - No ~ Sulc;;de ~. o o eo..kI not be dele",,,n.., Homicide D o D PLACE OF INJURY. AI hom., ta~;..... Iec1Dry. attic. boildlno. ...,. (SpecJtyl :JOe. ..... M. 3Oe. Pending tnvesdg.tkln 2110. at>. CERTIF\ER \CheCl< orr, one) 'CVlTIFYING PHYSICIAN (Phyoooen cenilv'ng cause 01 deo'" wilen anoth.. ""~"",ian has plonounced dea'" and camplol'" It"", 231 Tothebewtofmyknawtedge.deathoccurr.dd\JllwUWcauaeta).ndm.n".r..t:t.ted.................................................... . 8. .HlOMOUHelNG AND CERTIfYING PHYSICIAN (PIlV""'''''' boII1 ;><onounc"'g d.att>an<l cert"Y"'9 to c.use 01 de."') To the be8I of my knowledg.. death occur,,".I' u... Ume, data, and plac., and du. to the c.luse(a) and manner.. atateetH...... . . . .. 'MEDICAL EXAMINER/CORONER On the beaI. 01 exemlnatlon anellOI' Inve,tlg.tlon,ln my opinion, death oecurred al the lime, dat., and place, and duelo the ceuse(.) .nd ::l1.~.nnet' .. .,.ted.. . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . REGISTRAR'S SIGNIITURE AND N o ~.~~~ I~ I IdJ \ 0 I (p ac:,l) l ~. " ~ KEARNS AND KEARNS ATTORNEYS AT LAW 1121 NEW BRITAIN AVENUE ELMWOOD CENTER WEST HARTFORD. CONN 06110 233-1281 JURIS NO.1 02894 ,II II .' . ' 21-01-398 LAST WILL AND TESTAMENT OF JEANNE GREGORY I, JEANNE GREGORY, of Farmington, Connecticut, declare this to be my Will, and I revoke any prior will or Codicil. Article I: Debts. I direct that all of my enforceable debts (other than claims of any mortgagee) and my funeral and medical expenses shall be paid as soon as practicable out of my general estate. Article II: I direct that all estate, Taxes. inheritance, transfer, succession and other similar taxes, including any interest and penalties thereon, which shall become payable with respect to any property required to be included in my taxable estate, whether passing under my will or otherwise be paid out of my general estate as an administration expense, without proration or apportionment against any recipient of such property. Article III: Disinherit Sister. In view of her comfortable circumstances, I have chosen not to include my sister, LILLIAN BULKA, of North Garland, Texas, in !~., /117 this my Last Will and Testament. Article IV: Specific Bequest. I hereby give, devise and bequeath the sum of One Thousand ($ 1,000.00) 1 KEARNS AND KEARNS ATTORNEYS AT LAW 1121 NEW BRITAIN AVENUE ELMWOOD CENTER WEST HARTFORD, CONN, 06110 233-1281 JURIS NO, 102894 II Dollars to my brother, RAYMOND BULKA, of San Diego, California, to be his absolutely and forever. Article V: Residuarv Estate. All the rest, residue and remainder of my estate, both real and personal, of whatsoever kind, nature and description and wheresoever situated, which I may own or be entitled to appoint or dispose of, or to or in which I may have any right, title or interest at the time of my death, I give, devise and bequeath to my daughter, PAMELA JANUSH, of Farmington, Connecticut, to be hers absolutely and forever. In the event she shall predecease me, I hereby give, devise and bequeath the rest, residue and remainder of my estate, in equal shares, as follows: A. One share to my granddaughter, KATHERINE M. JANUSH, of Cavendish, Vermont, or unto her descendants, PER STIRPES; B . One share to my granddaughter, AMANDA M. JANUSH, of Sandy Springs, Georgia, or unto her descendants, PER STIRPES; C. One share to my son-in-law, RICHARD JANUSH, of Farmington, Connecticut, or unto his descendants, PER STIRPES. Article VI: Appointment of Executors. I appoint PAMELA JANUSH as Executrix of my Will. In the event PAMELA JANUSH is unwilling or unable to act as Executrix, I hereby appoint RICHARD JANUSH as Successor Executor. Any fiduciary may at any time appoint his or her 2 KEARNS AND KEARNS ATTORNEYS AT LAW 1121 NEW BRITAIN AVENUE ELMWOOD CENTER WEST HARTFORD, CONN. 06110 233-'281 JURIS NO. 102894 ,I successor unless the foregoing provisions of my will effectively provide for such successor. Any fiduciary is authorized to resign at any time. The appointment, revocation of appointment or resignation of a fiduciary may be made by delivery of an acknowledged instrument to the court having primary jurisdiction to settle such fiduciary's accounts, or by a last will and testament dated subsequent to all such instruments. Any appointment of a fiduciary may be conditioned to commence or to cease upon a future event and may be revoked or modified at any time before such future event has occurred. Unless otherwise expressly provided, any power to appoint a co-fiduciary or successor fiduciary shall permi t appointment of an individual, bank or trust company as such fiduciary and shall be exercised by the parent (or, if none, the legal representative) of any minor and the legal representative of any incompetent person holding such power. Any reference in my Will to my Executors, either in the singular or in the plural, shall include (unless otherwise expressly provided) such Executors all (including Administrators) and their successors. In my Will I refer generally to my Executors as fiduciaries. No bond or surety shall be required of any fiduciary for the faithful performance of duties hereunder. Article VII: Powers of Executor. Without limitation of the powers conferred upon them by law, I authorize and empower my Executor: (1) To retain, acquire, or sell any property (including any discretionary common trust fund of any corporate fiduciary acting under my Will, covered and uncovered stock options, and investments in foreign securities), without regard to diversification and 3 KEARNS AND KEARNS ATTORNEYS AT LAW 1121 NEW BRITAIN AVENUE ELMWOOD CENTER WEST HARTFORD, CONN. 06110 233-1281 JURIS NO. 102894 Ii without being limited to the investments authorized for the investment of estate funds; (2) to exercise stock options; (3) to enter into agreements for the sale, merger, reorganization, dissolution or consolidation of any corporation or properties; (4) to manage, improve, repair, sell, mortgage, lease (including the power to lease for oil and gas), pledge, convey, option or exchange any property and take back purchase money mortgages thereon, without court order; (5) to make distributions in cash or in kind, or partly in each, and, in the discretion of such fiduciaries, to allocate particular assets or portions thereof to anyone or more beneficiaries, provided that such property shall be valued for purposes of distribution at its value on the date of distribution; ( 6) to maintain custody of brokerage accounts (including margin accounts) and to register securi ties in the name of a nominee; (7) to compromise and settle claims (including those relating to taxes) without court order; (8) to borrow funds from any person or corporation (including any fiduciary) and pledge or mortgage estate or trust assets to secure such loans; (9) to extend the time of payment of any loans; (10) to employ attorneys, accountants, investment counsel, custodians and brokers to assist in the administration of estate or trust property; (11) to vote and give proxies to vote shares of stock; and (12) to make joint investments in property, real or personal. IN WITNESS WHEREOF, I have unto this, my Last Will and Testament, set my hand and seal on September I 1994. JE~ '~~~RY 4 ~ 1_/ SIGNED, SEALED, PUBLISHED and DECLARED by JEANNE GREGORY, the Testatrix, as and for her Last will and Testament, in the presence of us and each of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses on the day of the execution thereof. GfM ' " ' r " .. ~\tU'k,,-~ Signature of Witness of O~~o'rL/\jj,J, I Q .~ Address of Witness of KEARNS AND KEARNS ATIORNEYS AT LAW 1121 NEW BRITAIN AVENUE ELMWOOD CENTER WEST HARTFORD, CONN. 06110 233-1281 5 JURIS NO. 102894 I 1,1 I KEARNS AND KEARNS ATTORNEYS AT LAW 1121 NEW BRITAIN AVENUE ELMWOOD CENTER WEST HARTFORD, CONN. 06110 233-1281 JURIS NO.1 02894 II STATE OF CONNECTICUT ss: West Hartford COUNTY OF HARTFORD Then and there appeared the above named subscribing witnesses, who, being duly sworn, say that they witnessed the execution of the within Will of the within named Testatrix, GREGORY; that said Testatrix JEANNE subscribed, sealed, publ ished and declared the same to be her Last Will and Testament in their presence; that they thereafter subscribed the same as witnesses in her presence, at her request, and in the presence of each other; that at the time of the execution of said Will she appeared to them to be of full age and of sound mind and memory and not under any restraint or in any respect incompetent to make a will i and that they make this affidavit at her request on September , 1994. C1J~~~h Signature of Witness ~ Subscribed and sworn to before me on September t ,1994. Joa:fA~, ~ Commissioner of the Superior Court 6 E- --- CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Jeanne Gregory Date of Death: April 13, 2001 ~t 21-~0398 Will No: 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 mailed to the following beneficiaries of the above-captioned estate on April 23, 2001: Pamela Janush 24 W. Eppley Drive Carlisle, PA 17013 Raymond Bulka 4352 West Point Lorna Blvd. San Diego, CA 92107 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No exceptions. Date: April 23, 2001 Ronald E. Johns 78 West Pomfr t reet Carlisle, PAl 13 Phone: 717-243-0123 Capacity: Counsel for personal representatives / ~ --~ J ~ - '-f <'I. ) C__' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICIAL USE ONLY REV -1500 INHERITANCE FILE NUMBER TAX RETURN RESIDENT DECEDENT 21-01-0398 COUNTY CODE YEAR NUMBER I- Z W C W U w C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Grego ,Jeanne DATE OF DEATH (MM-DD-YY) DATE OF BIRTH (MM-DD-YY) A ri113, 2001 February 28, 1911 (IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER 325-09-8489 THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w '" ~t:fJ) u"'''' w"-U Ioa u"'--' ,,-"' "- '" 4. Limited Estate 1. Original Return o 2. Supplemental Return o 4a. Future interest Compromise o 7. Decedent had Living Trust o 3. Remainder Return o 5. Fed. Est. Tax Return Req'd _0_8. Total number of SOB's 6. Decedent Died Testate f-- 9. Lit'g'tion Proceeds Rec'd 10. Spousal Poverty Credit 11. Election to tax wI Sec. 9113(A) 'flill$\!iebifdlt'llfi!:i!dliiIREb?!lllli!6iiliUlG1Mli!l!liiilikliilllllii:61M\mbilmliiliiOl!'llIt!IiWltilIiNmfMWiil'tJdli?td,{{d""{:td:,:: ;.:.........:..........:.:........:.........:...........:........>: ,", ..... ".. ,",. ..... .. .", ,",. .., . .... ,. ...... :..:.;...........:...........:.;.:....,>:.,:<->: ............ ........................................................................... . .................. z NAME: COMPLETE MAILING ADDRESS: w 0 z Ronald E. Johnson, Esquire a Ronald E. Johnson, Esq. "- FIRM NAME: Vl w Andrews & Johnson Andrews & Johnson '" '" TELEPHONE NUMBER 78 W. Pomfret SI. a u 717243-0123 Carlisle;PA 17013 1. Real Estate (Schedule A) (1) $0.00 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) $0.00 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) $0.00 Z 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E) (5) $6,471.39 0 i= 6. Jointly Owned Property (Schedule F) (6) $0.00 :) o Separate Billing Requested ;:) 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) l- ii: 8. Total Gross Assets (total lines 1-7) (8) $6,471.39 <I: 9. Funeral Expenses & Administration Costs (Sch H) (9) $3,725.14 U w 10. Debts of Decedent, Mortgage liabilities, & Liens (10) $445.59 0::: 11. Total Deductions (total lines 9&10) (11) $4,170.73 12. Net Value of Estate (Line 8 minus Line 11) (12) $2,300.66 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $2,300.66 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z 15. Amnt of Line 14 taxable at the spousal rate, a ;: or transfers under Sec.9116(a)(1.2) x.0_ (15) $0.00 <t f-- 16. Amount of Line 14 taxable at lineal rate $1,301 (16) $58.53 ::> <.045 "- :!E 17. Amount of Line 14 taxable at sibling rate $1,000 x.12 (17) $120.00 0 u 18. Amount of Line 14 taxable at collateral rate $0 x.15 (18) $0.00 >< ;'! 19. Tax Due (19) $178.53 20 n CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ... .--.-.....--.. ........;.:.:.:.:...:.:.:.:.:.:.:,..... ...... ...............:.....:....w... ... .........:.:...:.:,.:w.....w... ........:.:<,..:,.:.:w.w... ..................:.:..,. w.' ......-...:.:..,.:..,.:..w. ............:...:....,...: .. .-..... .. ....... . ........ ............................................,........, ......................., ....................................., .................................,..,.... ............,..'...,.}:::,'}nt}li!!(~;MlIl\MllgiANi!'\!i!mllW;IMQlll!1llt1!;1N!lmMll!'ll!~lllilimPltl\!!I't!lll!lfll!1!;KMA't!l!% ... .::~:....:::::::::::::\~t:::n:rrn;n; . Decedent's Complete Address: STREET ADDRESS 1 West Penn Street, Apt. 201 CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discounts (1) Total Credits (A+B+C) (2) 3. Interest/Penalty jf applicable D. Interest E. Penalty 4. TotallnleresUPentalty (D+E) 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) (4) 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 + SA. This is the BALANCE DUE. Make Check to: REGISTER OF (5) (5A) (58) $178.53 $0.00 $0.00 $178.53 $178.53 AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: yes no a. retain the use or income of the property transferred b retain the right to designate who shall use the property transerred or its income' c retain a reversionary interest: or d retain the promise for life of either payments or care? 2 If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4 Did decedent own an Indil/idual Retirement Acccunt, annuity, or other non-probate property which contains a beneficiary disignation? o o o o o o o D D D D D D D 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 preparerotherthan the personal representative is based on all information of which preparer has any knowledQe SIGNATURE~~.4:'FETURN ADDRESS cl 78 West Pomfre Ir , Carlisle, PA 17013 EPARER aT R A TATIVE ~tIZJd~TF For dates of death on or after July 1,1994 and before Janual)' 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72P.S. Sec 9116(01)(1.1)(1)\ For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to Of for the use of the surviving spouse is 0% [72 P.S. Sec. 9116(a}(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosu(e ol assets and fi\ing a tax retufl"> ale still appl\c,a,ble even i1 t'ne surviving spousers the only beneficiary For dales of death on or after July 1, 2000 The tax rate imposed on the net value of transfers from a deseased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, ora st6pparent of the child isO% (72 P.s. Sec. 9116(a}(1.2)] T'ne tax rate imposed on the net value of transfers to orforthe use of the decedenrs lineal beneficiaries is 4.5%, except as noted irl 72 P,S, Sec. 9116{1.2} [72 P,S Sec.9116(aj(i} mdi'lidl.lal who has,a,t least Dne paTent in common W'ltn the decedent, whether by blood or adoption The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 PS Sec,9116(a)(1.3)J A sibling is defined, under Section 9102, as an SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY FILE NUMBER ESTATE OF 21-01-0398 Jeanne Gregory (AlL property jointly-owned with Right of SurvivQrship must be disclosed on S...-hedule F) ITEM DESCRIPTION NUMBER VALUE AT DATE OF DEATH 2 3 4 5 6 7 8 9 10 II 12 13 14 15 Checking ace!. no: 1900024547-Waypoint Bank $4,806.59 Connecticnt General Insurance Co. - pension check $142.44 Anthem Blue CrossfBlue Shield - iusurance payment $9.64 Connecticut General Insurance Co. - pension check $142.44 Authem Blue CrossfBlue Shield - insurance payment $9.64 Anthem Blue CrosslBlue Shield - insurance payment $15.94 Anthem Blue CrossfBlue Shield - insurance payment $6.86 Anthem Blue CrosslBlue Shield - insurance payment $9.64 Anthem Blue CrosslBlue Shield - insurance payment $28.44 Anthem Blue CrossfBlue Shield - insurance payment $9.64 Fleet Credit Card Co - credit balance on mastercard $19.00 Connecticut General Insurance Co. - pension check $142.44 I West Penn - refund on rent deposit $336.04 Anthem Blue CrossfBlue Shield - refund on premium $292.64 Furniture and miscellaneous household items $500.00 TOTAL (also online 5, Recapitulation) $6,471.39 , SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF FILE NUMBER Jeanne Gregory (All property jointly-owned with Right of Survivorship must be disclosed all Schedule F) 21-01-0398 A. ITEM DESCRlPTION AMOUNT NUMBER Funeral Expenses: I Ronan Funeral Home $1,754.70 2 Mount Zion Cemetary - cemetary lot $600.00 A. Potteiger - grave opening $175.00 Ronan Funeral Home - grave marker $549.00 Administrative Costs: I Personal Representive Commissions Social Security Number of Personal Representative: 2 Attorney fees to Andrews & Johnson $350.00 3 Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: State & Zip 4 Propate Fees to Register of Wills $51.00 Miscellaneous Expenses: I US Postmaster - postage $6.80 2 PP&L - final electric bill $19.01 3 Iron Forge Storage - rental bill $25.00 4 Sprint - final telephone bill $4.63 5 Iron Forge Storage - rental bill $25.00 6 Register of Wills - P A Inheritance Tax filing fee $15.00 7 Reserve for closing $150.00 TOTAL (also on line 9, Recapitulation) $3,725.14 B. c. SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Jeanne Gregory 21-01-0398 ITEM NUMBER DESCRIPTION AMOUNT Iron Forge Storage - rental bill $25.00 2 PP&L - outstanding electric bUl $68.64 :J The Bon Ton - outstanding bill $2.99 4 Carlisle Hospital - medical bill $15.94 5 D J Stoken, MD - outstanding medical bill $16.86 6 Dr. Hatleberg - outstanding medical bin $19.28 7 Comcast Cable - outstanding TV cable bill $76.82 8 Spring - outstanding telephone bill $62.:14 9 Darlen Moyer, tax collector - outstanding personal tax bill $10.00 10 Cumberland Ear, Nose & Throat - medical bill $116.09 II Belevdere Medical Center - medical bill $9.64 12 Beechy Associates - medical bin $21.99 TOTAL (also on line 10, Recapitulation) $445.59 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER J G eanne regorv 21-01-0398 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE I Raymond Bnlka 4352 West Point Lorna Blvd San Diego, CA 92107 Brother $1,000.00 2 Pamela Janush 24 West Eppley Drive Carlisle, PA 17013 Daughter baJance of estate ITEM NAME AND ADDRESS OF BENEFICIARY NUMBER AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JOHNSON RONALD E C/O ANDREWS & JOHNSON 78 W POMFRET STREET CARLISLE, PA 17013 _n_____ fold EST ATE INFORMATION: SSN: 325-09-8489 FILE NUMBER: 21 - 2001 - 0398 DECEDENT NAME: GREGORY JEANNE DA TE OF PAYMENT: 08/20/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/13/2001 NO. CD 000175 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $178.53 I I I I I I I I TOTAL AMOUNT PAID: $178.53 REMARKS: PAMELA G JANUSH C/O RONALD E JOHNSON ESQUIRE CHECK# 532 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS \. / b - DLcQ6-=- Y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT} ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-2001 GREGORY 04-13-2001 21 01-0398 CUMBERLAND 101 RONALD E JOHNSON ESQ ANDREWS & JOHNSON 78 W POMFRET ST CARLISLE PA 17013 '* REV-1547 EX AFP (12-00> JEANNE Allount Rellitted 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 ~ R.fv=is4i-EX--AFP--("i"2-:ofir-Noi"-icE--OF-.rriHEifiTANCE-i'-Kx-'A-PPR'A-isEMEN:r,--Aii-oWANCE-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GREGORY JEANNE FILE NO. 21 01-0398 ACN 101 DATE 10-22-2001 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: lS. Amount of Line 14 at Spousal rate (lS) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: TAX RETURN WAS: (X) ACCEPTED AS FILED 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) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets NOTE: ) CHANGED (1) (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 6,471.39 .00 .00 (8) NOTE: To insure proper credit to your account} submit the upper portion of this forll with your tax paYllent. 6}471.39 (1ll (12) (13) (14) 4 170 73 2}300.66 .00 2}300.66 (9) (10) 3}725.14 445.59 (19)= .00 58.53 120.00 .00 178.53 .00 X 00 = 1}301.00 X 045= I} 000.00 X 12 = .00 X 15 = PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-20-2001 CDOOO175 .00 178.53 TOTAL TAX CREDIT 178.53 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 $l} 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.) .. .I '-.. ,..y... ....... "y sY Dr:) ~t{ \'}'\~L ') (J' '\ /'1 ~O~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: 0 e~e vi:! /01 , , ZJ- ~~O/- 31r tV&for Date of Death: Admin. No.: Will No.: 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 ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personalt7fresentative state an account inf~llY to the parties S~ere;~~?: ()fO J ~~jI~ ~~ c. Copies of receipts, releases, joinders an~ approval of formal or informal accounts may be filed with the Clerk of the Orphans' and may be attached to this report. ~:~~J ~-.: " r'\.J >- ~ s ;J) .t;J r-- -- 1'-- '..U ::: .:.) (5 ~ .d-L -'h.f~ N7~ h). ~~ff~! # · C!cJI'U..Ik, ~ /7tJ/.:5 ." Address ~'I3--0/Z~ Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative JRD/June 30, 1992/17858 MAY 0 0 2003 'e . .. ',r Estate No.: 21-2001-0398 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA In Re: Estate of Jeanne Gregory Late of Carlisle Borough NO. 21-2001-0398 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: Ronald E. Johnson, Esquire Date of Decedent's Death: 04-13-2001 Date of Delinquency Notice: 3-10-2003 The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 03-10, 2003 and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Distribution: Personal Representative Counsel for Personal Representative Estate File Date: 05-05-2003 ~ -/3 ~ 3 9.'3 cJ '" ht I A hearing is scheduled for at in Courtroom No.3. prior to the hearing date, the hearing will automatically be cane Georg ...~ .~.' (h " \.... \\~\..., ~J ~\y \ /~\ . "--' / \.J' , i. <"J .,,\,~ .- \j \ . Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (71 7) 240 - 6345 . Date: 3/10/2003 PAMELA JANUSH 24 WEST EPPLEY DRIVE CARLISLE, PA 17013 RE: Estate of GREGORY JEANNE File Number: 2001-00398 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 4/13/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS i cc: J File Counsel Judge U.S. Postal Service CERTIFIED,MAIL RECEIPT (DOIj~estic rv:.ail ohly~ No Insurance Coverage Provided) U1 CO ,." .-:J ru ....0 co U} Postage Certified Fee ....0 Cl Cl CJ Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Postmark Here Cl .-=r Total Postage & Fees $ U} n.J D. Is delivery address different from item 1? If YES, enter delivery address below: r4 Cl Cl f'- SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: ~~~~ 78' ~/J~4IUd ~;~~ /71J/B 3. Se9'lce Type Q'" Certified Mail D Registered D Insured Mail D Express Mail D Return Receipt for Merchandise DC.a.D. tJ/- 4. Restricted Delivery? (Extra Fee) DYes 2. Article Number (Transfer from service labelj PS Form 3811, August 2001 7001 2510 0006 5862 1385 Domestic Return Receipt 102595-02-M-0835