HomeMy WebLinkAbout01-0941
Estate of
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
Lee E. Reese No. 21-0.- <\ L{J
To
Register of Wills for the
1 74 - 0 5 - 31 50 County of Cumberland in the
Commonwealth of Pennsy Ivania
Social Security No.
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the excutrix
in the last will of the above decedent, dated October 23, 1986
and codicil(s) date N/A
named
~
(state re evenat CIrcumstances, e.g. renuncIation, deat 0 executor, etc.)
County, Pennsylvania, with
801 N. Hanover Street, N. Middleton Twp,
Decedent was domiciled at death in Cumberland
his last family or principal residence at
Carlisle, Pennsylvania
(list street, number and municipality)
Decedent, then 96 years of age, died September 2, 2001
at Church of God Home, N. Middlet!}n Township, Cumberland County, Pennsylvania
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: No Exceptions
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ unestimated
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
thereon.
~ gf~~
ar ara . Sea
880 Harrisburg Pike
Carlisle P A 17013
OATH O}' PERSONAL REPRSENTATIVE
COMMONWEA TLH OF PENNSYLVANIA
COUNTY OF ClJMBERLAND
The petitioner(s) above-named sw~ar(s) or affirm(s) that the statement in the foregoing peition 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 estate according to law.
Sworn to or affirmed and subscribec!
before me this 19th day of
September, 2001 ~
~c... ;frl'~" 1J,,~p'p, .oPou-\:..\
ary . LeWIS I I
/7-)3-1)
~ ~~..R/
Register
No. 21-01-941
Estate of Lee
E.
Reese
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW a~ 12
.2001
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated_ October 23,1986
described therein be admitted to probate and filed of record as the last will of
Lee E. Reese
and Letters Testamentary
are hereby granted to Barbara R. Seal
'-m,,~( :C.V<.o ~,QJCJ~
Register of ills I
Probate, Letters, Etc.
Short Certificates(1 )
Renunciation
x-pages
JCP
FEES
$ 40.00
$ 3.00
$
$ 3.00
5.50
Total_ $ 1:\1.00
Fi led...... OC1'.~.. J?,. ~0QJ.........
Robert M. Frey
ATTORNEY (Sup. Ct. LD. No.)
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
(717) 243-5838
PHONE
06274
r
~
~
LAST WILL AND TESTAMENT
OF
LEE E. REESE
I, LEE E. REESE, of North Middleton Township (mailing address:
880 Harrisburg Pike, Carlisle, Pennsylvania 17013), being of sound
and disposing mind, memory and understanding, do hereby make, publish
and declare this as and for my Last Will and Testament, hereby
revoking and making void any and all Wills by me at any time hereto-
fore made.
1. I direct my hereinafter named Executrix to pay all of my just
debts and funeral expenses as Goon after my death as may be found con-
venient to do so.
2. All of the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate, I give,
devise and bequeath to my wife, Janet W. Reese, her heirs and assigns,
provided my said wife, Janet W. Reese, shall survive me by a period of
ninety (90) days.
3. Should my said wife, Janet W. Reese, pre-decease me or fail
to survive me by the aforesaid period of ninety (90) days, then in
such event all of the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate, I give,
devise and bequeath to my daughter, Barbara R. Seal, her heirs and
assigns, absolutely, provided she shall survive me by a period of
ninety (90) days, but should she fail to so survive me then to such of
her issue as shall survive me by a period of ninety (90) days, per
stirpes, but if there be no such issue then to my son-in-law, George
W. Seal, provided he shall survive me by a period of ninety (90) days.
4. Should neither my said wife nor my said daughter nor any
issue of my said daughter, nor my said son-in-law, George W. Seal,
survive me by the aforesaid period of ninety (90) days, then in such
event all of the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate, -I give,
devise and bequeath to Allison United Methodist Church of Carlisle,
Pennsylvania, to be used for such purposes as said Church shall deem
best.
Page 1 of 2 Pages
5. I hereby nominate, constitute and appoint my said wife, Janet
W. Reese, as Executrix of this my Last Will and Testament, but should
she pre-decease me or fail to qualify, then in such event, I nominate,
constitute and appoint my said daughter, Barbara R. Seal, as Executrix
of this my Last Will and Testament, but should she pre-decease me or
fail to qualify, then in such event I nominate, constitute and appoint
my said son-in-law, George W. Seal, as Executor of this my Last will
and Testament, but should he pre-decease me or fail to qualify, then
in such event I nominate, constitute and appoint Farmers Trust
Company, 1 West High Street, Carlisle, Pennsylvania, it successors and
assigns, as alternate or successor Executor of this my Last will and
Testament and I further direct that none of them shall be required to
post any bond to secure the faithful performance of his, her or its
duties in the Commonwealth of Pennsylvania or in any other juris-
diction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
my Last will and Testament written on two (2) pages, this 23rd day of
October
, 1986.
,xZ~~
Lee E. Reese
(SEAL)
Signed, sealed, published and declared by LEE E. REESE, the
Testator above named, as and for his Last will and Testament, in our
presence, who, in his presence, at his request, and in the presence of
each other, have hereunto subscribed our names as attesting witnesses.
r~~ A.. , ~,
~~
Page 2 of 2 Pages
21-01-941
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Robert M. Frey
&<i~ac
(each) a sUbscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that he was present and saw
Lee E. Reese
the testat or , sign the same and that hI" signed as a witness at the
request of testat or in h is presence and (in the presence of each otg.er) (in the presence of the
other sUbscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 19th day of
September, 2001 ~1.~~
~c.. ~ f\a..{JI~~_
. M.r~ C. Lewis I' eg,,'>l,r
,~. In, ~
Robert M. Frey (Name)
5 S. Hanover Street. Carlisle PA 17013
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Robert G. Frey and Mary C. Wert
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of KristA King
\, ~~i1C
testat~ of (one of the subscribing witnesses to) the will presented herewith and
~~~
that they believes the signature on the will is in the handwriting of
Krista King
.. knowledge and belief.
~
to the best of _ theJr .
Sworn to or affirmed and subscribed before
8th
day of
19X
Robert G. Frey (Name)
5 S. Hanover Street, C rlisle PAl 7
I
'..
Register
5 S. Hanover Stree~J8~I}jJle PA 17013
f
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Lee E. Reese
Date of Death:
September 2,2001
Admin.No. 21-01-0941
Will No.
To the Register:
I certify that notice of (beneficial Interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on: October 31, 2001
Name
Address
Barbara R. Seal
880 Harrisburg Pike, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6)a)
except NO EXCEPTIONS
Date: October 31, 2001
~hr. b~
Signature
Name: Robert M. Frey
Address: 5 South Hanover Street
Carlisle PA 17013
Capacity:_ Personal Representative
-X Counsel for personal representative
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
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
n_h_n fold
ESTATE INFORMATION: SSN: 174-05-3150
FILE NUMBER: 21 - 2001 - 0941
DECEDENT NAME: REESE LEE E
DATE OF PAYMENT: 12/03/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/02/2001
NO. CD 000593
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,447.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: BARBARA R SEAL
C/O ROBERT M FREY
CHECK# 1016
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$2,447.00
MARY C. LEWIS
REGISTER OF WILLS
217 OFFICIA~3E
REV-1500 EX (6-~O) REV-1 500 ONLY
." COMMONWEALTH OF \ 1 'I I I
, PENNSYLVANIA
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280601 FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2 1 - 0 1 0 9 4 1
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ Reese, Lee E. 174-05-3150
z DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD- YEAR)
W THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
0
W 9/2/2001 12/27/1910 REGISTER OF WILLS
t,)
w OF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0
N/A
w 0 1. Original Return 0 2. Supplemental Return 03. Remainder Return (date of death prior to 12-13-82)
I-
<( III 0 04a. 05.
x: oc x: 4. Limited Estate Future Interest Compromise (date of death after 12-12-82) Federal Estate Tax Return Required
U a. ()
w 0 0 0 0
:J: 0:: -'
() R: m 6. Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes
<( 0 010. 011.
9. Litigation Proceeds Received Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) Election to tax under Sec. 9113(A) (Attach Sch 0)
~ THlSiSECTJONMUSTBl$ CO..._-mD...~t;LC~$pot\lDeNCE..M!Dc~~~'tl~;r~I~F.M'~'FI~SaouaeDl~c-mD'FO:
z NAME COMPLETE
W MAILING ADDRESS
0 Robert M. Frey 5 South Hanover Street
z
~ FIRM NAME (If Applicable) Carlisle, Pennsylvania 17013
en
w Frev & Tilev
IX
IX TELEPHONE NUMBER
0
0 717)243-5838
if. $90 OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1) 0
j".....:j
2. Stocks and Bonds (Schedule B) (2) NONE
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE ~~"
4. Mortgages & Notes Receivable (Schedule D) (4) 0 I
r".,~
5. Cash, Bank Deposits & Miscellaneous Personal Properly
(Schedule E) (5) 6,160
~-..',
6. Jointly Owned Properly (Schedule F) (6) 63,966
Z o Separate Billing Requested
0
i= 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Properly
c(
... (Schedule G or L) (7) NONE
:;)
~
a:: 8. TOTAL GROSS ASSETS (total lines 1-7) (8) 74,716
0(
0
w 9,889
E' 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 10) 355
11. TOTAL DEDUCTIONS (total lines 9 & 10) (11) 10,244
12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) 64,472
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J) (13) 0
14. Net Value Subject to Tax (Line 12 minus line 13) (14) 64,472
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a)(1.2) x .0 (15) 0
Z -
0
i= 16. Amount of Line 14 taxable at lineal rate 64,472 X .0 45 (16) 2,901
c( -
~
;:)
Q. 17. Amount of Line 14 taxable at sibling rate .12 0
:E j X (17)
0
0
~' 18. Amount of Line 14 taxable at collateral rate X .15 (18) 0
~
19. Tax Due (19) 2,901
20.0 '1___":liiiltlil::t:...IilIi_
:>>RIl; ~11~FTn .."",\1 lVI~I"";;!"l.....'... .. HH J.J +
)).
STATE ZIP
PA 17013
(1) 2,901
2,448
129
Total Credits ( A + B + C) (2) 2,577
Reese, Lee E.
lete Address:
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. InterestlPenalty if applicable
D. Interest
E. Penalty
4.
TotallnterestlPenalty (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)
o
5.
(4)
(5)
(SA)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
II line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enler the interest on lhe tax due.
174-05-3150
o
324
324
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
1.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
Yes
o
o
o
o
o
o
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . .
c. retain a reversionary interest; or
2.
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12, 1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . .
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Did decedent awn an Individual Retirement Account, annuity or other non-probate property which
3.
4.
contains a beneficiary designation? . .
No
[8]
[8]
[8]
[8]
[8J
[8]
o
[8]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RElURN.
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,
and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledQe.
SIGNAT OF PERSON RESPO IBlE FOR FlUNG RETURN DATE
880 Harrisburg Pike, Carlisle, Pennsylvania 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
re.r<-<.-... ~ h - "I->~
ADDRESS
5 South Hanover Street, Carlisle, Pennsylvan a 17013
DATE
For dates of death on or after July 1, 1 994 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 Section 9116 (a)(1.1 )O)J.
6/3/2002
6/3/2002
For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a)(1.1)(ii)].
The statute does not exempt a transfer to a sUlVi"ing spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even ii
the surviving spouse is the only beneficiary
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0%[72 P.S. Section 9116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedents lineal beneficiaries is 4.5%, except as noted in 72 PS. Section 9116(1.2) [72 PS. Secti,," 9116(a)(1)]
individual who has at least one parent in common with the decedent, whether by blood or adoption.
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 Section 9116(a)(1.3)] .A sibling is defined, under Section 9102, as an
Lee E. Reese 21-01-0941
----....-.. -.- -~-,-----,,--~._--,-,-----._-,---,--'~-----'-"-- ~--------_.__._._--._~- _.'------ ~
ALLRE.AlPROPERTY OWNED SOLELY OR "'S '" TEN"'NT IN COMMON MUST BE REPORTED "'T FAIR MARKET VALUE. Fair market value is defined as the price at which
property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. REAL
PROPERTY WHICH IS JOINTLY-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER DESCRIPTION
_._--.---.---_.._-----
1. Real Estate, 135 Porter Avenue, Borough of Cralisle, Cumberland County, Pennsylvania
AT
REV-1502 EX + (1-97) (I)
to.
SCHEDULE A
REAL EST ATE
COMMONWEALTH OF PENNSYLVIl.NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT i
-------._.------ ----_._---_.._-_.._-_.._------_.._-~_._.._--
FILE NUMBER
ESTATE OF
Pursuantto Agreement of Sale as revised on July 1, 1999, the balance due as of date of
death was $4,084.00 with the interest rate of 12% as of his date of death
.t
\
=-~=-_=~~__-~~~-=~_=== -~-~ ~-~ T~A~ ~o enteron line~RecaPitulationi
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
4,590
_ _~__ 4,59Q_
.. 1331.l>ORTER AVE. - REVISED AMORITZATION SCHEDULE FOR RELEASE OF PROPERTY
-~
I : ;
....$/:'OOOO~ ........~~(r...?!{If~!:r.
...............?~.5.. i 1 :
~J;J::lmlmiiirm
... .... $.?'QQ~.QQ ........ ................:.... ....1.......:...............................-;.............................:..................:..............t.:.. .....::.............:............
$22,400.00 ;.. ; ....................L...oo......
1"
. I : .
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"2", 9.11/~9.: .........1..8.,49.0.,0.0.[.. noo.1..8.4.,.9.o..I... .n~Jt5J(J: 'nn...1}:'.~.7.4~.~.QL...........~?4.,9.0..'i;.
3" ,'n 1 W1.f9.!:l) .n ...J.!I.9..7.4.~9.g:n. n..1..7.~.,!~jnn..!5?Q~.?9.;....J]A.5.4.,6.Ei.\.........n...t5.!5A~.t3~
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ar: 3/1/()Q! 15,321.091 153.211 546.79! 14774.301 1,374.30
9,: .....411.100). ....... .14.i74jqr......i4?'.i4.ih..oo..~~?:?~.!:h.:..i4.:2..2.:g::Q:~T.::.:...:.i,~??q4
to. .. ...Ei/1/Q()). ..14.,g??~g4.!h .14.?~2?,..oo.5.9.7.,!I3: ..hnJ?...6..6.4,?6..Lh.....J,f36A.?€3
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15.1Q!1/QQi. 11,376.801 113.77: 586.231 10 790.57! 2,290.57
t6i 11/1/QQj...iq,i~q.~iL...Jo.? ,9.1';. ..~9?,Q.~r..iQ:i~~~.4.~r......?;~~8..,48
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24 ]/1/0.1: n.. . 'H5,8.84~t35!'Hn!5f3..85 ihnnt34.1.1!5!nnn5,?4:3,5.Ql'Hnn3.,943.~50
2S'J3/1/01!H 5,243.50: 52.441 647.56' 4595.94: 3,095.94
26 9/110t4,5~5.94[ "HH.45.~~t~'54"04! n..'~:~4.i.'~Ql.3.141.90
27 .10/1/01: ..n3,941,99inn n3!3,4?1n.f3l3.9~!5f3.;nH n.:3,??L3.?[n n. 'h:3,1E3J~32
28 11/1/01 :3,2I31,3.2L. .n .32.~81. ..66].1.!3;?,6.14,13..Ln H3.,214,13
29 12/1/01: 2614.131 26.141 673.861 1,940.27: 3,240.27
... ....'....... ---.......;. ... . -. i....... ..........;..... ..............................;.. .............. -.--,.
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33< 4/1/02 iH . n. ..no.QqT . HHj.O(),. . .n.'()'.ci()J .9~.o9::.'H....':3J?77JI9
34 H5/1/Q?;n HH' '.n. H9,.Q(JiH HH . Q,99;O..QO!H . .. Q,Q(Jl. ....3.,27.7..99
3S<6/1/02[ O.OO! 0.00. 0.00! 0,o.(J1 . .:3,?7!~99
36L 7/1/0?: Q.Qo.: ..O~()O; 'O.QO] . n. n9~.oQ:. .....3,?77~99
37; 8/1/02: 0.00; 0.00: 0.00: O.OO! 3,277.99
'.:1
.. .,~.
:\\~
:~i
/:i
.:'h~;
Totals for\~
,601.97'
',Kiil
'I
i
Totals fori
739.811
I
Aj
I
'j
'I
--. --.-J
DATE OF THE LOAN 03/01/86. .
" Schedule ot
Di rect
Reduction
loan
'-.,
.
-----~.._--~--_._-----
___R,~_~!3~--1()l"Q~teJ:_ ___________
___t3 3 Porter~A veRl,l~_____
FIRST PAYMENT-rUE 04/01/86
1 4/86 240.00 7.00 23.993.00 61 4/91 234.28 12.72 23,415.56 ,
2 5/86 239.93 7.07 23.985.93 62 5/91 234.16 12.84 23.402.72 "
3 6/86 239.86 7.14 23,978.79 63 6/91 234.03 12.97 23,389.75 I
{I 7/86 239.79 7.21 23.971.58 64 7/91 233.90 13.10 23.376.65 I
5 8/86 239.72 7.28 23,964.30 65 1V91 233.77 13.23 23.363.42 i
6 9/86 239.64 7.36 23.956.94 66 9/91 233.63 13.37 23.350.05
7 10/86 239.57 7.43 23.949.51 67 10/91 233.50 13.50 23,336.55
8 11/86 239.50 7.50 23,942.01 68 11/91 233.37 13.63 ?3,322.92
9 12/86 239.42 7.58 23.934.43 6Q 12/91 233.23 13.77 23~309.15
10 1/87 239.34 7.66 23,926. 77 70 1192 233.09 13.91 23,295.24
11 2/R7 239.27 7.73 23.919.04 71 2/92 232.95 14.05 23.281.19 I
12 3/87 239.19 7.Bl 23.911.23 72 3/92 232.81 14.19 23.267.00 I
13 4/87 239.11 7.89 23.903.34 73 4/92 232.67 14.3:3' 23.252.67
14 5/87 239.03 7.97 23,895.37 74 V92 232.53 14.47 23.23R.20 ,:
15 6187 23?95 8.05 23,887.32 75 6/92 232.38 14.62 23.223.58 .
16 7/87 238.87 (3.13 23 . f! 79 .1 q 76 7/92 232.24 14.76 23.208.82 :
17 8/87 218.79 g.21 23.870.98 77 8/92 232.09 14.91 23.193.91 I
18 9/87 238.71 8.29 23,~62.69 78 9/92 231.94 15.06 23.178.851"
19 10/87 238.63 8.37 23.854.32 79 10/92 231. 79 15.21 23.163.M "
20 11/87 23R.54 8.46 23.8'i5.86 eo 11/92 231.64 15.36 23,148.28 : "
21 12/87 238.46 8.1:14 23.837.32 81 12/92 231.48 15.52 23.132.76 i:
22 1/88 238.37 8.63 23,828.69 82 1/93 231.33 15.67 23.117.09 I
23 2/88 238.29 8.71 23,819.98 83 2/93 231.]7 15.83 23,101.26 I
'24 3/88 238.20 8.80 23.811.18 84 3/93 231.01 15.99 23.085.27 '
25 4/8e 238.11 8.89 23.802.29 85 4/93 230.85 16.15 23.069.12/"
26 5/88 238.02 .13.98 23.793.31 86 Cl/Q3 230.69 16.31 23.0152.81
27 6/88 237.93 9.07 23.784.24 87 6/93 230.53 16.47 23.036.34 "
28 7/88 237.84 9.16 23,775.08 88 7/9, 230.36 16.64 23,019.70 t
29 8/88 237.75 9.25 23.765.83 89 8/93 230.20 16.80 23.002.90 :
30 9/88 237.66 9.34 23.756.49 90 9/93 230.03 16.97 22.985.93 "
31 10/88 237.56 9.44 23.747.05 91 10/93 229.86 17 .14 22.968.79
37. 11/88 237.47 -9.53 23.737.52 92 11/93 229.69 17.31 22,951.48
33 12188 237.38 . 9.62 23.727.90 93 12193 229.51 17.49 22.933.99
34 1/89 237.28 9.72 23.718.18 94 1/94 229.34 17.66 22,916.33
35 2/89 237.18 9.82 23.708.36 95" 2194 229.16 17.84 22.898.49
36 3/89 237.08 9.92 23.698.44 96 3/94 228.98 18.02 22 .~80.47 '
37 4/89 236.98 10.02 23.688.42 97 4/94 228.80 1R.2<1 22.862.27
38 5/89 236.88 10.12 23.678.30 98 5/94 228.62 IP.38 22.843.89 t
39 6/89 236.78 10.22 23.M8.08 CJ9 6/94 22'8.44 18.56 22,825.33 .
40 7/89 23~.68 10.32 23.657.76 100 7/94 228.25 18.75 22,R06.58 "
41 8/89 236.58 10.42 23.647.34 101 R/94 228.07 18.93 22. 7fJ,7 . 65 I
42 9/89 236.47 10.53 23.636.81 102 9/94 227.88 19.12 22.768.53 i'
43 10/89 236.37 10.63 23.626.18 103 10/94 227.69 19.31 22.749.22 ,
44 11/89 236.26 10.74 23,615.44 104 11/94 227.49 19.51 22.729.71 I
45 12/89 236.15 10.85 23.604.59 105 12/94 221.30 19.70 22.710.01 '
46 1/90 236.05 10.95 23.593.64 106 1/95 227.10 19.90 22.690.11 ,
47 2/90 235.94 11.06 23,582.58 107 2/95 226.90 20.10 22.670.01 I
48 3/90 235.83 11.17 23.571.41 108 3/95 226.70 20.30 22,649.71
49 4/90 235.71 11.29 23.560.12 109 4/95 226.50 20.5G 22 .6 20 .21
50 5/90 235.60 11. 40 23,548.72 110 5/95 226.29 20. 71 22.608.50
51 6/90 235.49 11.51 23,537.21 111 6/95 226.09 20.91 22.587.59
52 7/90 235.37 11.63 23,525.58 112 7/95 225.88 21.12 22 .566 .47
53 8/90 235.26 11.74 23 . 513 . 84 113 8/95 225.66 21. 34 22.545.13 I
54 9/90 235.14 1l.86 23.501.98 114 9/95 225.45 21.55 22.523.58
55 10/90 235.02 11.98 23,490.00 115 10/95 225.24 21. 76 22 ~501.82 '
56 11/90 234.90 12.10 23,477.90 116 11/95 225.02 21. 98 22.479.84
57 12/90 234.78 12.22 23.465.6R 117 12/95 224.80 22.20 22.457.64
58 1/91 234.66 12.34 23.453.34 118 1/96 224.58 22.42 22.43'3.22 i
59 2/91 234.53 12.47 23.440.87 119 2/96 224.35 " 22.65 22.41?57 I
60 3/91 234.41 12.59 23.428.28 120 3/96 22<'1.13 22.87 22.3R9.70:
- ---- - - - -"---- - ---- -- - ------
, ~ "
Schedule of
Oi rect
Reduction
Loan
D~TE OF THE LOAN 03/01/86
FINANCIAL
PUBLISHING
COMPANY
82 Brookline Avenue
8oston, Massachusetts 02215
1617) 262-4040
t
2ijl
2ij2
: 2ij 3
?44
" 245
246
247
248
249
250
251
: 252
, 253
254
255
. 256
, 257
258
2C::;9
, 260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
2P7
2R8
. 2fJ9
. 290
291
, 292
293
294
, 295
2%
297
298
299
300
-_._Reese_to-Foster _____._______
---133-.I>'or.ter_A venue_____
FIRST PAYMENT DUE 04/01/86
4/06
5/06
6/06
7/06
8/06
9/06
IIJ/06
11/06
12/06
1/07
2/07
3/07
4/07
5/07
6/07
7/07
8/07
9/07
10/07
11107
12/07
1/08
2/08
3/08
4/08
,/08
6/08
7/08
8/08
9/08
10/08
11/08
12/08
1/09
2/09
3/09
4/09
5/09
6/09
7/09
8/09
9/09
10/09
11/09
12/09
1/10
2/10
3/10
4/10
5/10
6/10
7/10
8/10
9110
10/10
11/10
12/10
1/11
2/11
3111
170.75
169.99
169.22
168.ijij
167.66
166.86
166.06
165.25
164.43
163.61
162.77
161.93
161.08
160.22
11)9.35
158.48
157.59
156.70
11)5.80
154.88
153.96
153.03
152.09
151.14
150.18
149.22
148.24
147.25
146.25
145.25
144.23
143.20
142.16
141.11
140.06
138.99
137.91
136.82
135.71
134.60
133.48
132.34
131. 19
130.04
128.87
127 .69
126.49
125.29
1?4.07
122.84
121.60
120.35
119.08
117.80
116.51
115.20
113.88
112.55
111.21
109.85
76.25
77.01
77 . 78
78.56
79.34
80.14
80.94
81.75
82.57
83.39
f:'4.23
85.07
85.92
86.78
f!,7.65
e.g.52
89.41
90.30
91.20
92.12
93.04
93.97
94.Q1
95.86
9",.82
97.78
98.76
99.75
100.75
101.75
102.77
103.80
104.84
105.R9
106.94
108.01
109.09
110.18
111.29
112.40
113.52
114.66
115.81
116 . <:16
118.13
119.31
120.51
121.71
122 .93
124.16
125.40
126.65
127.92
129.20
130.49
131.80
133.12
134.45
135.79
137.15
16.998.93 301 4/11 108.4B
16.921.92 302 5/11 107.09
16.B44.14 303 6/11 105.70
16.765.58 304 7/11 104.28
16,686.24 305 8/11 102.86
16.606.10 306 9/11 101.41
16.525.16 307 10/11 <:19.96
16.443.41 308 11/11 98.49
16.360.84 309 12/11 97.00
16,277.45 310 1/12 95.50
16,193.22 311 2/12 93.99
16,108.15 312 3/12 92.46
16,022.23 313 4/12 90.91
15.935.45 314 5/12 89.35
15.847.80 315 6/12 87.77
15,759.28 316 7/12 86.18
15.669.87 317 8/12 84.57
15.579.57 318 9/12 82.95
15.488.37 31<:1 10/12 81.31
15.396.25 320 11/12 79.65
15,303.21 321 12/12 77.98
15,209.24 322 1/13 76.29
15.114.33 323 2/13 74.58
15.018.47 324 3/13 72.86
14.921.65 325 4/13 71.12
14.823.87 326 5/13 69.36
14,725.11 327 6/13 67.58
14.625.36 328 7/13 65.79
14.524.61 329 8/13 63.97
14.422.86 330 9/13 62.14
14,320.09 331 10/13 60.30
14.216.29 332 11/13 58.43
14,111.45 333 12/13 56.54
14,005.56 334 1/14 54.64
13.898.62 335 2/14 52.71
13.790.61 336 3/14 50.77
13,681.52 337 4/14 48.81
13.571.34 338 5/14 46.83
13,460.05 339 6/14 ~4.83
13,347.65 340 7/14 42.80
13.234.13 341 8/14 40.76
13.119.47 342 9/14 38.70
13.003.66 343 10/14 36.62
12.886.70 344 11/14 34.51
12,768.57 345 12/14 32.39
12,649.26 346 1/15 30.24
12.528.75 347 2/15 28.07
12,407.04 348 3/15 25.89
12.284.11 349 4/15 23.67
12,159.95 350 5/15 21.44
12.034.55 351 6/15 19.19
11,907.90 352 7/15 16.91
11.779.98 353 ~/15 14.61
11.650.7~ 354 9/15 12.28
11,520.29 355 10/15 9.94
11.388.49 356 11/15 '7.56
11.255.37 357 12/15 5.17
11.120.92 358 1/16 2.75
10,9R5.13 359 2/16 .31
10.847.98 FINAL PAYMENT:
138.52
139.91
141. 30
142. 72
144.14
145.59
147.04
148.51
150.00
151. 50
153.01
154 . 54'
156.09
157.65
159.23
160.82
162.43
164.05
165.69
167.35
169.02
17(1. 71
172.42
174.14
175.88
177.64
179.42
lSI. 21
1P3.03
184.86
186.70
188.57
190.46
192.36
194.29
196. 23
19R.19
200.17
202.17
204.20
206.24
208.30
210.38
212.49
214.61
216.76
218.91
221.11
2?3.33
225.56
227.81
230.09
232.39
234.72
237.06
239.44
241.83
244.25
30.92
31.23
1 0 .709 .46 ;1
10,569.55 !
10.428.25 :,
10.285.53,
10,141.39
9.995.80
9,~48.76
9,700.25 'j
9.550.25 ;
9.398.75.J
9,245.74 .
9,091.20 ~I'
8.935.11
8,777.46 I
8.618.23 I
8.457.41
8,294.98/
8,130.93'
7,965.24
7.797.89
7,628.87
7,458.16
7,285.74
7,111. 60 .
6,935.72
6,758.08 '
6,578.66
6,397.45j
6.214.42 'j
6,029.56 "
5,842.86 1\
5,654.29
5,463.83
5,271.47
5.077.18
4 , 8 BO . 95
4.682.76'
4,482.59 I
4,280.42
4,076.22
3, R 6Q. 9F1 I
3.661.68
3,451.301
3,238.81 .
3.024.201
2,807.44 'II
2,5AR.51 '
2,367.40 ,
2.144.07
1,918.51
1 ,6QO. 70
1 . 4 60 . 61 I
1,228.22 .
<:1Q,.50 i
756.441
517.00'1
275. 17 .
30.92
.00
I
I
TnTAl INTEREST: 64457~~~ ~PC USE D~E~~L PP~~2~~~~:RO 24000'g~ 1
---- -------------------------._,_.-0_ ......--=--'~.__~~..:_ -=ar.-"',-, --=--=~:
AT
REV-15G8 EX +,97) (I) ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lee E. Reese
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-0941
Include the proceeds of litigation and the date the proceeds were received by the estate. ALL PROPERTY JOINTl Y~OWNED WrTH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER
1.
2.
3.
4.
DESCRIPTION
M&T Bank, Checking Account #433675
First Union Bank, Savings Account #3083379065091
Refund, Church of God Home
Refund, Church of God Home, Patient's Account
VALUE AT DATE
OF DEATH
1,923
994
3,219
24
.(-
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
6,160
fl:1~~
October 25, 2001
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
LEE E REESE
9/2/2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$1922.65 $.00
CHK
433675
LEE E REESE
4319
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
A Safe Deposit Box titled in the Decedent's name existed at our HIGH STREET CARLISLE OFFICE. The Safe Deposit Box
Number is 0003552.
If you have any questions about the information provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORA nON
BY: AUthO~~~~
DATE: (0- ?-S -0 I
.
.
Manufacturers and Traders Trust Company. 1100 Wehrle Drive, PO. Box 767, Buffalo, NY 14240-0767
~"'"
F~N'
Reference ID: 246400
First Union National Bank
Attn: Account Verifications
POBox 40028
Roanoke VA 24022-7313
April 2, 2002
FREY & TILEY
5 SOUTH HANOVER STREET
CARLISLE, P A 17013
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
LEE E REESE (SSN# 174-05-3150)
Date ~f Death: September 2, 2001
Deposit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest Accrued YTD Date
Date Rate Interest Interest Paid Closed
SA VINGS 3083379065091
LEGAL TITLE: LEE E. REESE - TRUSTEE
BARBARA R. SEAL - BENEFICIARY
$987.92
1/2/1950
$0.08
$6.56
3/14/2002
· Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box found for customer.
· Date of death balance does not include accrued interest.
· If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
11
April 2, 2002
Date
Drema Rubinoff
Depository Representative
Servicenter Associate
Title
(540)563-7323
Phone Number
abs; ag
001032
AT
REV-1509EX+ ~)(I)
..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Lee E. Reese
21-01-0941
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. Barbara R. Seal
880 Harrisburg Pike
Carlisle, Pennsylvania 17013
Daughter
B.
C.
Of,
J01NTL Y -OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DECO S VALUE OF
NUMBER TENANT JOINT Attach deed for .oint/v-held real estate. VALUE OF ASSET INTEREST DECEDENT SINTEREST
1. A. 4.13.88 Federated Fund for U.S. Government Securities , 29,340 50.00% 14,670
0
2. A. 4.13.88 Liberty U.S. Government Money Market Trust 792 50.00% 396
0
3. A. 4.22.92 PP&L Co., Certificate #CL75157 46,298 50.00% 23,149
0
4. A. 4.29.88 PP&L Co., Certificate#CL74014 2,601 50.00% 1,301
0
5. A. 7.18.88 PP&L Co., Certificate #CL 189828 48,899 50.00% 24,450
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
TOTAL (Also enter on line 6, Recapitulation) $ 63 966
(If more space is needed, insert additional sheets of the same size)
----
~
Federated Investors, Inc.
Pittsburgh, Pennsylvania
Rockland, Massachusetts
New York, New York
Dublin, Ireland
www.federatedinvestors.colll
Federated
November 8, 2001
WORLD-CLASS INVESTMENT MANAGER
@
Frey & Tiley
ATTN: Robert M. Frey, Esquire
5 South Hanover Street
Carlisle, PA. 17013
Reference: 00182413
Liberty U.S. Gov't Money Market Trust
Federated Fund For U.S. Govt Secs - A
Account Number: 7000050044
Lee E Reese
Barbara R Seal Jt Ten
Dear Mr. Frey:
Thank you for contacting Federated.
Account Values as of September 2, 2001
Liberty U.S. Government Money Market Trust: $791.72, based on 791.720 shares at the constant price
of $1.00 per share. The account was established on April 13, 1988.
Federated Fund for U.S. Government Securities: $29,339.82, based on 3,728.058 shares at the net asset
value of $7.87 per share on that date. The account was established on April 13, 1988.
Enclosed are two forms that will make it easy for Barbara R. Seal to transfer or redeem shares. We
recommend she use the Change of Ownership or Redemption by Mail Form because each outlines all the
information Federated needs to process the transaction.
If she prefers to write a letter to provide transfer or redemption instructions, please ensure her letter
includes all neces~ary information. A signature guarantee may be required; see the forms for details.
If she is transferring shares - along with her letter, she must provide an IRS Form W -9 to certify the
social security or tax identification number for the new account.
When Ownership Changes
Federated will close the present account and transfer all shares to a new one. She will receive a
statement that confirms the change and provides the new account number. She should be sure to
reference the new number on any investment checks, additional investment forms, or correspondence she
sends to the funds.
...
..
PPL Corporation
Two North Ninth Street
Allentown, PA 18101-1179
Tel. 610-774-5151
hltp:/Iwww.pplweb.coml
\ I I
\ \ I , ,
'~.I.l ,
'. .....l~' ~
. . *'
ppl .~~~:
, T"
Investor Services
Toll Free Number 800-345-3085
Date October 31, 2001
Re: Estate of Lee E. Reese
Type of Stock: PPL Corporation Common Stock
CUSIP: 69351T-10-6
Account Number:
3097076316
Social Security Number: 174-05-3150
Account Registration: Lee E. Reese & Barbara R. Seal Jt Ten
Date of Death: September 2, 2001
Number of Shares Currently Held:
2,256
In Certificate Form
In Dividend Reinvestment Plan
2,256
TOTAL SHARES
Number of Shares Held as of Date of Death:
2,256. In Certificate Form
In Dividend Reinvestment Plan
2,256
TOTAL SHARES
$43.35 . Closing market price of Common Stock on New York Stock Exchange
on date of death or last business day prior to date of death.
~ 91, '19'1. ~D
Other Comments
Transfer instructions are enclosed. The subsequent sale of shares must be
handled through a stock broker.
PPl Corporation
INVESTOR SERVICES
~a-~
ynthia A. Buchman
r. Investor Services Representative
REV.1511 EX + (1-97) (I)
........' .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
Lee E. Reese
21-01-0941
Debts of decedent must be reoorted on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home 6,578
2. Carlisle Memorial 815
of,
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid: 0
2. Attorney Fees 2,430
3. Family Exemption: (If decedent's address is not the sarne as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent 0
4. Probate Fees 51
5. Accountant's Fees 0
6. Tax Return Preparer's Fees 0
7. Filing Fee 15
TOTAL (Also enter on line 9, Recapitulation) $ 9,889
(If more space is needed, insert additional sheets of the same size)
AT
REV-1512 EX + (1-97) (I)
........~! .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lee E. Reese
Include un reimbursed medical eXDenses.
ITEM
NUMBER
1.
2.
3.
4.
DESCRIPTION
AMOUNT
AARP, Health Care Premium
The Church of God Home, Medical
Checks cleared after date of death
Bank Fees
149
41
160
5
Of,
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
355
.
217
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lee E Reese
SCHEDULE J
BENEFICIARIES
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSONfS) RECEIVING PROPERTY Do Not List Trustee(sl OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2))
1. Barbara R. Seal
880 Harrisburg Pike
Carlisle, Pennsylvania 17013 Daughter 100% of residue of estatl
;
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON liNES 15 THROUGH 18 AS APPROPRIATE ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0
FILE NUMBER
21-01-0941
(If more space is needed, insert additional sheets of the same size)
~
~
~
~
.
LAST WILL AND TESTAMENT
OF
LEE E. REESE
I, LEE E. REESE, of North Middleton Township (mailing address:
880 Harrisburg Pike, Carlisle, Pennsylvania 17013), being of sound
and disposing mind, memory and understanding, do hereby make, publish
and declare this as and for my Last Will and Testament, hereby
revoking and making void any and all Wills by me at any time hereto-
fore made.
1. I direct my hereinafter named Executrix to pay all o~ my just
debts and funeral expenses as soon ~fter my death as may be found con-
. {;
venient to do so.
2. All of the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate, I give,
devise and bequeath to my wife, Janet W. Reese, her heirs and assigns,
provided my said wife, Janet W. Reese, shall survive me by a period of
ninety (90) days.
3. Should my said wife, Janet W. Reese, pre-decease me or fail
to survive me by the aforesaid period of ninety (90) days, then in
such event all of the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate, I give,
devise and bequeath to my daughter, Barbara R. Seal, her heirs and
assigns, absolutely, provided she shall survive me by a period of
ninety (90) days, but should she fail to so survive me then to such of
her issue as shall survive me by a period of ninety (90) days, per
stirpes, but if there be no such issue then to my son-in-law, George
W. Seal, provided he shall survive me by a period of ninety (90) days.
4. Should neither my said wife nor my said daughter nor any
-
issue of my said daughter, nor my said son-in-law, George W. Seal,
survive me by the afore~aid period of ninety (90) days, then in such
event all of the rest, residue and remainder of my estate, real,
personal and mixed, and wheresoever the same may be situate, I give,
devise and bequeath to Allison United Methodist Church of Carlisle,
Pennsylvania, to be used for such purposes as said Church shall deem
best.
Page I of 2 Pages
COMMONWEALTH OF PENNSYLVANIA
DEF:ARTMENT OF REVENUE
;lUREAU OF INDIVIDUAL TAXES
DEPT. 280601
,I HARRiSB\JRG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001241
DUPLICA TE
SEAL BARBARA R
880 HARRISBURG PIKE
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 174-05-3150
FILE NUMBER: 2101-0941
DECEDENT NAME: REESE LEE E
DATE OF PAYMENT: 06/03/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/02/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $324.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROBERT M FREY ESQ
CHECK#106
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$324.00
MARY C. LEWIS
REGISTER OF WILLS
f!#ud~
111'/fWf-~ ~~bx1;d ~ 'lb.
'- .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,
r;UREAU OF INDIVIDUAL TAXES
DEPT. 280601
~ HARIi'fSliURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SEAL BARBARA R
880 HARRISBURG PIKE
CARLISLE, PA 17013
nn_u_ fold
ESTATE INFORMATION: SSN: 174-05-3150
FILE NUMBER: 2101-0941
DECEDENT NAME: REESE LEE E
DATE OF PAYMENT: 06/04/2002
POSTMARK DATE: 0010010000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/02/2001
NO. CD 001241
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $324.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROBERT M FREY ESQ
CHECK#106
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
tU/lJJnfj ~
$324.00
MARY C. LEWIS
REGISTER OF WILLS
<;'EI5 r(j/o 1;;ll/5
IJ/G.-w fJv/~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.
BUREAU OF INOIVIDUAL TAXES
DEPT. 280601
~ HARI1I"4lURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
_____n_ fold
ESTATE INFORMATION: SSN: 174-05-3150
FILE NUMBER: 2101-0941
DECEDENT NAME: REESE LEE E
DATE OF PAYMENT: 06/03/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/02/2001
NO. CD 001245
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $324.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: BARBARA R SEAL
CHECK#106
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$324.00
MARY C. LEWIS
REGISTER OF WILLS
SeE
1/o/{)eD - !/JEtU X(;CPlp7 -co /;/1/
/':/-/..:3 -//
\ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ROBERT M FREY
FREY 8 TILEY
5 S HANOVER ST
CARLISLE
-2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-29-2002
REESE
09-02-2001
21 01-0941
CUMBERLAND
101
'*
REV-1547 EX AFP (01-02)
LEE
E
PA ("17013
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 ~
REV=is47-E3fAFP-foY:02Y-NOYicE--OF-YNHEififAifcE-YA'X-A-PPRA-isEMENT:--AU-OWAifcE-cfi------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REESE LEE E FILE NO. 21 01-0941 ACN 101 DATE 07-29-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,590.00
.00
.00
.00
6,160.00
63,966.00
.00
(8)
9,889.00
355.00
NOTE: 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:
IS. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
64,472.00 X 045 = 2,901.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 2,901. 00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forn with your
tax paynent.
74,716.00
(11)
(12)
(13)
(14)
10.244 00
64,472.00
.00
64,472.00
~ .. .-... ,,--_.. . (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
12-03-2001 CDOO0593 .00 2,447.00
06-03-2002 CDOO1241 .00 324.00
INTEREST IS CHARGED THROUGH 08-13-2002 TOTAL TAX CREDIT 2,771.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 130.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.58
TOTAL DUE 131.58
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS. AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (IT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6Z) percent per annum calculated at a dailY rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20Z .000548 1992 9Z .000247
1983 16Z .000438 1993-1994 n .000192
1984 llZ .000301 1995-1998 9Z .000247
1985 13Z .000356 1999 n .000192
1986 10Z .000274 2000 8Z .000219
1987 9Z .000247 2001 9Z .000247
1988-1991 llZ .000301 2002 6Z .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
..:._ I "" 0 ,~. (1'-1 f
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
DUNNING NOTICE
ATTN: POST ASSESSMENT REVIEW UNIT
'*
REV-1560 AFP (07-99>
PHONE (717) 787-6505
TDDI 1-800-447-3020 (SERVICE FOR TAXPAYERS
WITH SPECIAL HEARING AND SPEAKING NEEDS).
NOTICE DATE 11-01-2002
1,.-__
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
REESE LEE E
FILE NO/SSN 21 01-0941
COUNTY CUMBERLAND
DATE OF ASSESSMENT 07-22-2002
ACN 101
OUR RECORDS INDICATE A DELINQUENT INHERITANCE
TAX LIABILITY FOR THE ABOVE ESTATE. OUTLINED BELOW IS A
SUMMARY OF OUR RECORDS. ADDITIONAL INTEREST IS CALCULATED
AND INCLUDED IN THE BALANCE TO FIFTEEN (15) DAYS FROM THE
DATE OF THIS NOTICE.
TAX
INTEREST
CREDIT
BALANCE
2,901.00
3.67
2,771.00
133.67
ADDITIONAL INTEREST- ADD
.02 PER DAY FROM 11-19-2002
TO AVOID ADDITIONAL COSTS AND INTEREST, THE
ABOVE AMOUNT DUE MUST BE PAID WITHIN 15 DAYS FROM THE DATE
OF THIS NOTICE. PLEASE DETACH AND RETURN THE LOWER PORTION WITH
YOUR PAYMENT TO THE REGISTER OF WILLS OF THE COUNTY INDICATED.
MAKE CHECK OR MONEY ORDER PAYABLE TO 'REGISTER OF WILLS, AGENT'.
IF THE ABOVE BALANCE DUE HAS BEEN PAID RECENTLY,
PLEASE DISREGARD THIS NOTICE.
- - - - - - - - - - - - - - - - - - - - - - -
PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO
THE REGISTER OF WILLS LISTED BELOW
ESTATE OF
REESE LEE E
FILE NO/SSN 21 01-0941
COUNTY CUMBERLAND
DATE OF ASSESSMENT 07-22-2002
ACN 101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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
FREY & TILEY
5 S HANOVER STREET
CARLISLE, PA 17013
____un fold
ESTATE INFORMATION: SSN: 174-05-3150
FILE NUMBER: 2101-0941
DECEDENT NAME: REESE LEE E
DATE OF PAYMENT: 11/12/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/02/2001
NO. CD 001828
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $133.67
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROBERT M FREY ESQUIRE
C/O FREY & TILEY
CHECK# 3901
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$133.67
MARY C. LEWIS
REGISTER OF WILLS
/'/-/.8-//
"'\,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-I'D7 EX AFP [Dl-DZl
'\
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-03-2002
REESE
09-02-2001
21 01-0941
CUMBERLAND
101
LEE
E
: ()
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
Amount Rellitted
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i 6€fj-EX--A FP--f OY:O 2Y------...--ZNi.fERiYANC'E--TAX--S TAYEM'E-NT-cfF'-Ac-coi:iNY--...---------------- -- - --
ESTATE OF REESE LEE E FILE NO.21 01-0941 ACN 101 DATE 12-03-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 07-29-2002
P R I NC I PAL TAX DU E : ..........................................................................................................................................................................................................................
2,901. 00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-03-2001 CDOO0593 .00 2,447.00
06-03-2002 CDOO1241 .00 324.00
11-12-2002 CDOO1828 3.52- 133.67
TOTAL TAX CREDIT 2,901.15
BALANCE OF TAX DUE .15CR
INTEREST AND PEN. .00
If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .15CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If RESIDENT DECEDENT make check or lIoney order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check or money order payable to: COHHONWEAL TH OF PENNSYLVANIA,
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessllent Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
(7l]) 787-6505.
DISCDUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount
of the tax paid is allowed.
PENALTY:
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) lIonths and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a dailY rate of .000164. All taxes which becalle delinquent on and after
January 1, 1982 will bear interest at a rate which will vary froll calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year
Interest Rate
DailY Interest Factor
Year
Interest Rate
Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 7Z .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 7Z .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
-.- Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
C;v
d~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: LEE E. REESE
Date of Death: SEPTEMBER 2, 2001
Will No.
Admin. No. 21-01-0941
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 if complete:
Yes (X ) No ( )
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the
Court? Yes (X ) No ( ).
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
(c) Did the personal representative state an account informally to
the parties in interest? 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.
Date: August 11, 2003
,./) - J
.I 4: 'J.-o..A t,., _ //1 ~
Signature
Robert M. Frey
Name (Please type or print)
5 South Hanover Street
Address
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X) Counsel for personal representative
C;~~
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
LEE E. REESE
Date of Death: September 2,2001
Will No.
Admin. No. 21-01-0941
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 if complete:
Yes (X) No ( )
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the
Court? Yes (X ) No ( ).
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
(c) Did the personal representative state an account informally to
the parties in interest? Yes ( ) 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.
Date: September 3,2003
~~);(c ~
Signature ~
Robert M. Frey
Name (Please type or print)
5 South Hanover Street
Address
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X) Counsel for personal representative