The URL can be used to link to this page

Home My WebLink About01-1083 . Register of Wills of CUMBERLAND County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of IDA G. SKELL Y also known as No. 21-01- 1083 , Deceased Social Security No. 183 - 07 - 8416 WILLIAM H. SKELLY and MARGARET A. OWENS Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW) rn A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors named in the last Will of the Decedent, dated 02/05/1982 and codicil(s) dated None W. HAROLD SKELLY PREDECEASED DECEDENT ON '1/ L' I fY' State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: NONE o B. Grant of Letters of Administration (c.I.a.; d.b.n.c.l.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationshi Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his/her last family or principal residence at 1 LONGSDORF WAY, SOUTH MIDDLETON TOWNSHIP (list street, number, and municipality) Decedent, then ~years of age, died 11/13/2001 at CUMBERLAND CROSSINGS NURSING HOME, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania $ $ $ $ 150,000.00 situated as follows: NONE Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a ro riate form to the undersi ned: WILLIAM H. SKELLY 902 RIVERGATE COURT, MILLERSVILLE, PA 17551 MARGARET A. OWENS 501 ASHBURNE GLEN CIRCLE, OVILLA, TX 75154 /7-~.a- /~ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems. Inc. Form RW-1 (1991) ( Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. //~#-- 4t./J-' WILLIAM H. SKELLY /~ 0 tJ-~~ RGA ET A. OWENS Sworn to or affirmed and subscribed before me this ~ day of NOVEMBER 2001 ~hy(7~'h'~W For the Regist~ No. 21- 01- 1083 Estate of IDA G . SKELLY Deceased Social Security No: 183 - 07 - 8416 Date of Death: 11/13/2001 AND NOW, NOVEMBER 28 2001 ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 Of Administration (c.I.a.; d.b.n.c.l.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to WILLIAM H. SKELLY and MARGARET A. OWENS in the above estate and that the instrument(s) dated 02/05/1982 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Short Certificate(s). $ 12.00 7'Y t7.. ~'h~U<L A7~.U~., "1' Register of Wills Letters. . . . . . . $ 235.00 Renunciation. $ Attorney: ROGER M. MORGENTHAL, ESQUIRE Affidavits ( $ Extra Pages ( ) . $ 6.00 1.0. No: 17143 SALZMANN, DePAULIS, ET AL. Address: 95 ALEXANDER SPRING ROAD SUITE 3 CARLISLE, PA 17013 Codicil. . $ JCP Fee. $ 5.00 Telephone: 717/249-6333 Inventory. $ Other. $ TOTAL. $ 258.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Hl0S.80S REV 9'8~ This is to certifY that the infotmation here given is correctly copied fro~ an original certificate of death dul~ filed with Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. me as p 7714515 2~.~ t\. ~~&.~ Local Registrar Fee for this cerrificate, $2.00 NOV 1 5 2001 No. Date 21-01-1083 c- Hl05.143 R..... 2111 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH "'NT ~(NT INK NAME OF DECEOENT (F"... MICkIe. Lasl t. Ida G. Skelly AGE tLaa Birtt1oay) UHDEA 1 YEAR - 0.,. 88 '''. UNDER 1 OM -.. ! ."n..... STATE FlU NUMlER SEX SOCIAL SECURITY NUMBER .. Female 183 - 07 8416 CATE OF OEATN ;Monltt 01:.,.. ''''*1 .. November 13, 2001 COUHTY OF OERH ="',0 ~I Cumberland S. Ie. RACe. AIMnCM Inchn. 8Iac:tt. While, e<<; I_I DECEDENT' OCCUPoCIlON (~':=:~c:-::~:r .. H maker .... Own DECEDENT'S l<All.U'lCl AllDAESS ISO.... QIyIbon. SIoJo. ZlpCodol 1 Longsdorf Way 1~ Carlisle PA 17013 FArHER'S NAME (Fifo.. MicXIle. Last) II. Har K erreis lNFOAMANT'S NAME (T_ William H. Skell METHOD Of' DISPOSITION Iluriot IKl C'_1on 0 0th0< lSoocdy KIND OF Bu!UNESSitNDUSTAV White SUfWMNG SPOuSE ,It...... grve m--. Nlmet Home DECEDENT'S ACTUAL AESIDENCE (See mrrvctlON onOltlet1ide1 Twp - ,..,-.. ... I Appl'oxirl\lte '-- : ONM and dnth I : NoIX! ltART": ou,.,IiO'rifIcMICIOnCIIionI~tDdNftI.bur ~ rMUlting In the ~ CIUM..... in PAA'T I. Due TO lOR AS A CONSEOUENCE OF): DUE TOfOA AS" CONSEOUENCE OF}: d. WERE AU'TOPS'V FINDINGS .uJLABlE PAtOA 10 COMPlETION Of' CAUSE Of'DEAnt? MANNER OF 0E.R1 N_ IE DATE OF INJURY IM_. 01>.-1 TIME OF INJURY INJURY ICf WORK? DESCRIBE HOW INJURY OCCURRED. HomlcicM o o o PLAce OF INJURY. At home. t.rm, str",IIC1Ofy, ofllce M. buikAolQ. Me. (Speedy) .... ,... 0 ",,0 - o o P~In""SligIIliO" NoD - CcMd not be determined LOC.c:r1ON (StreM. CifyITown. Slate) ... 21b. CERTIFIEJIIlo..:k only one) .cunWYtNQ PMYSK:1AN (PtlYWCIRn cerbfytng CMlM of deaCh wn.n .anolher physc..n has pronounced dHlh ano compleled nem 23) To..... beM of my knowtectge, death OCC\lfNd du.lo ... CIIUM(S) and menner a. ataled, . . . . . , . . , . . . . , . , . , , . . . . ... -MEDICAL EXAMINEAICOAONER On the baala of ...mlnatton andlor Investlgallon, In my opjnlon, duth occurred at t.... time, date, and place, and due to the uuaeCI) and 31.~.nn"'''II.led.,.,...,...""..,....,."....,.."...,....,.., ....,..... ...................... ......... ,....... FlEGISTRAR'S SIGNATURE AN o ,.. "HtONOUHCING AND CEATI"'1NG PHYStCIAN (Physcl3/'l both :>ronour'Ctng oealh and cendylng 10 cause of dea"') To the blNt of Ifty knowlHga, dea1h occurred al the Uma, data. and plKe,.nd due to lha clusee.,.nd ma"nar.. 11alec:l.. I~\,~\,DI 2J-01-1083 LAST WILL AND TESTAMENT OF IDA G. SKELLY I, IDA G. SKELLY, of Penn Township, Cumberland County, Pennsylvania, declare this instrument to be my Last will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my husband, w. Harold Skelly, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to W. Harold Skelly. 4. Should my husband, W. Harold Skelly, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate to my issue living on the thirty-first day following my death, per stirpes. 5. I nominate and appoint Dauphin Deposit Bank and Trust Company, Carlisle, Pennsylvania, Trustee of the share of any beneficiary who may be under the age of twenty-one years. The income and/or principal of said trust may be accumulated or expended for the maintenance, education and support of such beneficiary as my Trustee in its sole discretion may determine; and my Trustee, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly without the intervention of a guardian or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee to supervise or inquire into the application of the funds by any person to whom any payment is so made. The balance of such income and/or principal shall be paid to such benefici- ary upon reaching the age of twenty-one years, or to such beneficiary's estate in the event of death prior thereto. - 1 - 6. I nominate and appoint my husband, W. Harold Skelly, as Executor of this my Last Will and Testament; and as substitute Executors I nominate and appoint my children, William H. Skelly and Margaret A. OWens. 7. I direct that my personal representative(s) and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. this IN WITNESS WHEREOF, I have hereunto set my hand and seal ~~ day of February, 1982. WITNESS: ~ ~~d~ Ida G. Skelly cr-- (SEAL) ~}J~ ~ f/~ )/)Aq~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Ida G. Skelly, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to ang acknowledged before me, by Ida G. Skelly, Testatrix, this .j"~ day of February, 1982. -9~ /:::J~ ~hc~ Testatrix ~ 9~' 7f-,/~L JA ICE E. HERTZLER, NOTARY PUBLIC r, ''T'b,''>dnnd rn' .nty C ,.,. PA --,. ,.., Or, is,e, My Commission Expires January 27, J 983. - 2 - COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND We, Tom H. Bietsch and Roger M. Morgenthal, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, Ida G. Skelly, sign and execute the instrument as her Last will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that both of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me.py Tom H. Bietsch and Roger M. Morgenthal, witnesses, this ~~ day of February, 1982. ~ - ~lJ~ witness :JiP-~ fl;J~ ~~ y N~, JANICE E. HFRTZLER, NOTARY PUBLIC Cly~"h~rkmd County Carlisle, PA My Commission Expires January 27, 1983 - 3 - '" /1-.:2.3. /.:V BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION 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 REY-1547 EX AFP C01-051 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-17-2003 SKELLY 11-13-2001 21 01-1083 CUMBERLAND 101 G STEVEN J FISHMAN SALZMANN HAL 95 ALEXANDER SPG CARLISLE ESQ RD 3 PA 17013' IDA 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=is'4i-E3f-AFP-roY:oiY-NoYicE--OF-YNHEiiiTANCE-YA"x-'A-PPR'A-isEi"-ENT~--ALl-owAircE-oR------------ -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SKELLY IDA G FILE NO. 21 01-1083 ACN 101 DATE 02-17-2003 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 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. 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 NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CRE ITS: DATE 12-20-2002 + INTEREST/PEN PAID (-) .00 NUHBER CD001970 ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 172,668.04 .00 .00 (8) 172,668.04 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (9) (10) 9,615.80 6.038.82 Ul) (2) (3) (14) 15.654 62 157,013.42 .00 157,013.42 14, 15 and/or 1&, 17, 18 and 19 will returns assessed to date. .00 X 00 = 157,013.42 X 045 = . DO X 12 = .00 X 15 = (19)= .00 7,065.60 .00 .00 7,065.60 AHOUNT PAID 7,065.60 BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-21-2002 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAlO AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 7,065.60 .00 149.48 149.48 ( 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.) /?-;23- /::v \ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1U1 EX AFP (01-05) STEVEN J FISHMAN SALZMANN ETAL 95 ALEXANDER SPG CARLISLE ESQ;.) . DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-17-2003 SKELLY 11-13-2001 21 01-1083 CUMBERLAND 101 IDA G Allount Rellitted RD 3 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, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i&'ifj-i3f-AFP--foY=oiY------...-iNHERITANCE-YA3f-STAfEMENY-OF'-Accouiif--.-..--------------------- ESTATE OF SKELLY IDA G FILE NO.21 01-1083 ACN 101 DATE 03-17-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-17-2003 P R I N C I PAL TAX DU E : mmm.....................m...mmmmmm...................................mmm..............................m.mm...................................mmm...................................n 7,065.60 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-20-2002 CDOO1970 .00 7,065.60 02-26-2003 CD002221 149.48- 149.48 TOTAL TAX CREDIT 7,065.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) cI CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: IDA G. SKELLY Date of Death: NOVEMBER 13. 2001 Estate No.: 2001-010 r 3 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on NOVEMBER 19. 2001 Name Address See attached list of beneficiaries Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: November 19. 2001 SignaturUt~ SALZMANN, DePAULlS, FISHMAN & MORGENTHAL, P.C. Name Roaer M. Moraenthal . Esauire . #17143 r-- U-, Address 95 Alexander Sorina Road. Suite 3 i.,:_ Carlisle. PA 17013 Telephone (717) 249-6333 ,..... " ~: Capacity: _ Personal Representative t"'J P ..L Counsel for Personal Representative -- .... 'I""" ...-:""'- William H. Skelly 902 Rivergate Court Millersville, P A 17551 Margaret A. Owens 501 Ashburne Glen Circle Ovilla, TX 75154 U") a- U") r"l F , CE'1111:C E Ret.rnR~u:p f U1 (EndorsE~ nent F~I:: :jl ru o Restric ,d D"liv '" , o (Endarsr l1enl FIE :11 : I)str 231 '. Hf ,) o Total I' asta le ik . , I ~ )'~~~' O&:~; if io j-"(;~~L~~)I- m.____n___. c:I Stree I ^V JC 3( J ~ <: o . . m __ __mn_______ o 'ci;y,'St,,'-e:ZD+ --. ) l'- ' , /, II') K . ...illili.lHlIII!I!IIIR IlInlllU,n.'11 . Completu itenlS 1. 2 a- item 4 if I~estlic"ed Dnll' I', d ,,'I HI . Print YOu' namE and ad,' e~;, : Ir II" ,Emw so that \llie call' atum 11 c.Hi l:)1 lL . Attach this card to n.n t" c f :'1 t 110' 11 Ipiec". or on the front i' space I: Hili 1. Article Addressed to: ROGI:R r'lOJ'~! ),' !'Jli\ L 95 liliE)(DJ< )IF :;Il:{ ,G Ie 8UJ] 'E 3 CARLISLE i);' I '} ~) 1 I [ ~~ Mail 0 Express Mail ~. : R~ist: 0 Return Receipt for Merchandise o Insured Mail 0 C.O.D. I. Restritted Delivery? (Extra Fee) 0 Yes "..--..---.---. 2,- Article Nunber (Transfer'mm sp",:ce 191~~_.._.....___:'~.L,~L~;:'<O !.):::> QOc}.) PS Form 3811, Mlrch 2CC Ibrnesti,: Return Receipt IS-~S- " J733 102595-01.M-1424 " . JRD/June 30, 1992/17858 :v.Y' APR 1 1 ZOOZrI' Estate No.: 21-01083 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA In Re: Estate of IDA G SKELLY Late of NO. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: WILLIAM H SKELLY Counsel for Personal Representative: ROGER M MORGENTHAL ESQ Date of Grant of Original Letters: NOVEMBER 28, 2001 Date of Delinquency Notice: MARCH 10,2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, 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 certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on MARCH 10, , 2002, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5 .6( e) 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. Date: APRIL 10, 2002 ~. Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for ~ I~ cJ.uo;;ftt 9.'3& If: #7. In Courtroom No.3. If the Certification of Notice is file prior to the heanng date, the heanng 111 ut tIC ally be cancelled. George . ()K . ~~ 4 -II-O~ JRD/June 30, 1992/17858 \;Y rf ~PR 1 1 2002. In Re: Estate of IDA G SKELLY Late of ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-01-1083 NO. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: MARGARET A OWENS Counsel for Personal Representative: ROGER M MORGENTHAL ESQ Date of Grant of Original Letters: NOVEMBER 28, 2001 Date of Delinquency Notice: MARCH 10,2002 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, 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 certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on MARCH 10,2002, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5 .6( e) 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. Date: APRIL 10, 2002 Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for ()/1MfL 1'1 j.Pv:;- at 9:. -3d #-/Ifn Courtroom No.3. If the Certification of Notice is fil~;rior to the hearing date, the hearing will automatically be cancelled. George . G~ '--~~~ LJ- \(-C)~ rY '- CERTIFCATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Dorothy E. Eberly Date of Death: 11-30-01 Will No.: 21 01 1179 Admin 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 12-28-01 Name Address C.h~Tl~~ R. F.h~Tly 7?R N~n~~h~l~ ~hnTP~, Tnr~nn, Nr. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except No Date: .D..4=ll-02 /;Jl C, . vVl ( Signatur fJ: '.0 Lr. } .' John M. Eakin Name "-..,.1 N ...- ~ Market Square Building, Mechanicsburg, PA 17055 Address ('.J p ).- .J :::: ~-_. , ,-:. .-J"~ (717) 766-3172 Telephone Capacity: 0 Personal Representative [K] 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 NO. CD 001970 FISHMAN STEVE J ESQUIRE SUITE 3 95 ALEXANDER SPRING RD CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT -------- fold 101 $7,065.60 ESTATE INFORMATION: SSN: 183-07-8416 FILE NUMBER: 2101-1083 DECEDENT NAME: SKELL Y IDA G DATE OF PAYMENT: 12/20/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/13/2001 TOTAL AMOUNT PAID: $7,065.60 REMARKS: WILLIAM H SKELLY C/O STEVEN J FISHMAN ESQUIRE CHECK# 503 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS c v/ ROGER M. MORGENTHAL ATTORNEY AT LAW 2450 EAST BAYBERRY DRIVE HARRISBURG, PENNSYLVANIA 17112-6015 E-MAIL: rogerm2450@comcast.net (71 7) 671-8754 FAX (717) 671-8755 January 9, 2003 Register of Wills Attn: Sue Cumberland County Courthouse One Courthouse Square Carlisle P A 17013 ,...__ ~r ---' Ladies and Gentlemen: This will confirm that I have withdrawn from representation ofth.e followijig estates, which are now being represented by Salzmann, DePaulis & Fishman, PC: Estate of Arthur Herr Estate of Anne E. Olmstead Estate ofIda G. Skelly / 2/-0/- / O~3 Thank you for your attention to this matter. Very truly yours, ~miA~ Roger M. Morgenthal, Esquire 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 NO. CD 002221 SKELLY STEVEN J ESQUIRE 95 ALEXANDER SPRING ROAD # 3 CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT ___uu_ fold 101 $149.48 ESTATE INFORMATION: SSN: 183-07 -8416 FILE NUMBER: 2101-1083 DECEDENT NAME: SKELLY IDA G DATE OF PAYMENT: 02/26/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 11/13/2001 TOTAL AMOUNT PAID: $149.48 REMARKS: STEVEN J FISHMAN ESQUIRE CHECK# 2215 SEAL INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS t ~ ~ C!) 0 l- I- Z <C III :E c:::I >- 1-1 <C a. UJ l- I/) H ::;) :E 0 'U III ::E: "" r-I "" c:::I . a: , Cl Cl CO Z .... ~ "" .... Cl Cl Cl <C .... A Ill:: r-I N N r-I .... II d2J Z I/) ::;) Cl I >- I I Ill:: . <C .... 0 " " .... "" r-I UJ III:: .... U r-I 0 r-I .... r-I Cl = .... III 1-1 A I UJ I :E r-I c:: ..I 3: 0 a: N ~ r-I r-I ::;) Cl :I IQ U <C 0 Cl I/) r-I N U r-I 0 LL Q., III II C U U C >- 0 c:::I III C zx ::c C z a: H CC I- a. Ill:: <C UJ Z :1:1- UJ .... .... C a Ca: ~ Ill:: I/) a: ~II.. 111111 lIl:: ;:) >111 x~a ILAIQ U I/) UJ 1-1 0 ..I;:) cc 0 :E III 1-1= .... >- >-Z 1-C111- c!):E Ill:: I-4Z IL;:) ::c 0111 IIlClIll IIIOZ >- U UJ::;) <C a: Z> U z: IlI::U U ZIII ZIII::C11 l- I- 0 ilia: caCII IIICIIIIII Z III IL a. I- III 1-1-1-..1 ;:)Z lIl:: I-4I1lCII C0CH B'~ C Z IL III::UCII AIIIAIL :E 0 ILO IIlZC 0 %C H I- =:i!i I- a:1 ::cZ ~c 0' 1-111 II..~ ..I:E acCII a. CI- Z III ..a a: ilia: UI-I-4 III 3'-0: I-4ZI- Za. b~~ 3: 0111 0 ZIIlCl ..I :EA C1111l :E 1-4C1 Z 0 C U 111::11.. H II.. a C II.. I- c "" III r-I a: Cl " "" r-I ! 0' I/) c:::I <C UJ Ill:: Q., Z C!) CII <C Q., III ::E I/) . . X ::E: .... III C I/) <C Ill:: Z I- 1-1 ~ UJ H ~z ... LL UJ c:::I ..I c:> Z Co '" ::)... c:> .., Z <C UJ 0 CllII I Z X .... 1-4'" 10 H >~ N Z <C UJ I/) ::c ... UJ ::E .... 1-1 1-4.. ,.. I- Clx ... > N <C .... Zc c UJ .... Ill:: ct 1-4.... Q. ~ <C ltl <C Z ... I/) I/) 0'\ U LI. IJJ CI ... 0 au",,, ..I Zc:>OI< ::I :!~i C c... 1II wl:::K: _10-4 I- III:: 1&.1....01< ;:) ::) :z: Q. 01< lIQ~IU u ,/ [; o~ STATUS REPORT UNDER RULE 6 12 Name of Decedent: IDA G SKELLY Date of Death: 11/13/01 No. 2001-1083 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: XL Yes _No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to NO.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? _Yes uNo 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? ..XL Yes _ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Date: 2/26/03 Signature l St~?MAN Dej~ULlS & FISHMAN, P.C. w71>>en.cJislvnoJU 0mJ . Name (pie e type or print) Steven J. Fishman, Esquire, #16269 95 Alexander Spring Road Suite 3 Address Carlisle PA 17013 City, State, Zip (7171. 249-6333 Telephone Number Capacity: _ Personal Representative ....L Counsel for Personal Representative RE\'.',oOEX 16.CC', <!. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OEPT. 280601 HARRISBURG, PA 17126-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODE YEAR NUMBER I- Z W C W U W C w !;; "'-'" ,,0:'" wo." ,,00 ,,0:-' 0.<11 0. '" /?~-p - I,}. ........... ~....... ...<?L~L.._. FILE NUMBER 21 01 1083 DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) SKELLY, IDA G. SOCIAL SECURITY NUMBER 183-07-8416 ---~-----------~--- DATE OF DEATH IMM.DO.YEAR) 11/13/01 DATE OF BIRTH (MM.DD.YEAR) 05/15/13 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER . (IF APPlICABlEISURVIVING SPOUSE'S NAME (LAST FIRST. AND MIDDLE INITIAL) 01.0riginalReturn o 4. Limited Estate o 6. Decedent Died Testate (Altacl1 copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise {dale ofdealh after 12.12.62) o 7. Decedent Maintained a Living TrustlAltaCl1copyotTrustj o 10. Spousal Poverty Credit (date of death between 12.31-91 and 1-1.95) o 3. Remainder Return {dale ot death prior to 12.13-62) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Allacl1 Sch 0) I- Z W o z o 0. '" W 0: 0: o " THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIALTAXiNFORMATIONSHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS STEVEN J. FISHMAN, ESQUIRE 95 ALEXANDER SPRING ROAD, SUITE 3 FIRM NAME (IlAp,,~bI,' CARLISLE, PA 17013 SALZMANN, DePAULlS & FISHMAN, P.C. TELEPHONE NUMBER---' (717) 249-6333 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 0.00 0.00 0.00 0.00 172,668.04 z o !;i: ...J ::l t: Q. <( U W 0:: 3, Closely Held Corporation. Partnership or Sole-Proprietorship 4 Mortgages & Notes Receivable (Schedule D) 5 Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Properly (Schedule F) o Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (ScheduleGorl) 172,668.04 (6) 0.00 (7) 0.00 (9) (8) 9,615.80 6,038.82 (111 (12) (13) 15,654.62 157,013.42 0.00 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) , 0 Debts of Decedent. Mortgage liabilities. & liens (Schedule I) 11. Total Oeductions (total lines 9 & 10) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election 10 tax has not been made (Schedule J) (10) 157,013.42 14 Net Value Subject to Tax (Line 12 minus line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I- ::l Q. :iE o u X ~ 15. Amount of line 14 taxable atlhe spousal tax rate. or transfers under Sec. 9116 (a){1 ,2) x .0 (15) 0.00 7,065.60 0.00 0.00 7.065.60 16, Amount of line 14 taxable at lineal rate ._1~01:3.42 x .0 ~ (16) 17, Amount of line 14 taxable at sibling rate x .12 (17) (1B) (19) 18. Amount of line 14 taxable at collateral rate x .15 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 1-_ CUMBE;RLAND CROSSINGS 1 LONGSDORFWAY CITY CARLISLE I STATEpA I ZIP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 7,065.60 Total Credits (A + B + C ) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenally ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 7,065.60 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 7,065.60 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No ~ ~ ~ ~ 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;........................................................."...................... b. retain the fight to designate who shall use the property transferred or its income; ...................................... c. retain a reversionary interest; or............. ....................................................................................... d. receive the promise for life of either payments, benefits or care? ......."........................................................ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................,...,...,...,.,......,.........."................. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ".""....." 4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? ...................... .... ...............:................................... ...................................... Yes .0 .....0 ...0 o o o ...0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, [KJ [KJ Under penalties of pef]ury. I declare that I have examined this return. including accompanying schedules and statements, and to the best of my kno-Medge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is b ased on all information of which preparer has any knowledge. SIGW~ERSON RE P?NS~~G RETURN ADDRESS 902 RIVERGAT COURT, MI PA 17551 SIGN~ - IHER r. N REPRESENTATI DATE /2h!:J12~____ I ADDRESS 95 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS 39116 (al (1.1) (il]. 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. 39116 (a) (1.1) (Ii)]. The statute does not exp.mot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficlary. 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. 39116(a)(1.2)]. The tax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 39116(1.2) [72 P.S. 9g116(a)(1 II. 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. 99116(a)(1.3)]. A sibling is defined. under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Estate of: IDA G. SKELLY 21-2001-1083 The following person(s) are signing the return as representative(s) of the estate: WILLIAM H. SKELLY 902 RIVERGATE COURT MILLERSVILLE. PA 17551 MARGARET A. OWENS 501 ASHBURNE GLEN CIRCLE OVILLA, TX 75154 ESLate of: IDA G. SKELLY SUMMARY OF ALLOCATIONS TO BENEFICIARIES Taxable at lineal rate WILLIAM H. SKELLY MARGARET A. OWENS 78,506.71 78,506.71 157,013 .42 21-2001-1083 REV-150B EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IDA G. SKELLY SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-2001-1083 Include proceeds of litigation & date proceeds were received by the estate. All prop. lolntlv-owned with rlqht of survlvorshln must be disclosed on 5ch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Checking Account - Allfirst Bank - Account #0079377610 1.332.63 2 Money Fund Alternative Checking Account - Allfirst Bank - Account #0098124749 19,850.47 3 Certificate of Deposit - Waypoint Bank - Account #7000008492 30,062.24 4 Certificate of Deposit - Allfirst Bank - Account #87008000088754 50,496.58 5 Certificate of Deposit - Bank of Lancaster County - Account #05-719690-38 15,048.06 6 Certificate of Deposit - Bank of Lancaster County - Account #05-719690-40 25,081. 24 7 Certificate of Deposit - Bank of Lancaster County - Account #05-719690-41 30,477.42 8 Blue Cross Reimbursement 319.40 TOTAL (Also enter on line 5. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 172,668.04 7 CPA81 NTF 10908 C~::;lr,';lnt Forms Sol'tware Only, 1997 Nel:c 1C. REV-1511EX . (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IDA G. SKELLY SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-1083 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 85.00 Headstone Engraving - Eby Granite Works 2 Funeral Ex]::enses - Hoffman Roth Funeral Home 7,328.20 B. ADMINISTRATIVE COSTS: ,. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Name: Steven J. Fishman, Esq. 1, 500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 0.00 5, Accountant's Fees 0.00 . 6. Tax Return Preparer's Fees 0.00 7 Filing Fee - Inhertitance Tax Return 15.00 8 Estate Advertisement - Cumberland County Law Journal 75.00 9 Estate Advertisement - TIle Sentinel 112.60 10 Funeral Luncheon - Dickinson Presbyterian Church 500.00 TOTAL (Also enter on line 9, Recapitulation) $ 9,615.80 (If more space is needed, insert additional sheets of the same size) 7 CPA11 :-.<TF,0911 Copyrlgn~ Forms ::;::;ftware Only, '997 Nelco, Inc, REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IDA G. SKELLY Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-2001-1083 DESCRIPTION AMOUNT 1 Unreimbursed Room Fees for Noverriber 2001 - CUmberland Crossings 290.40 2 Fruit Baskets for Retirement carmunity - Margaret A. OtIens 89.85 3 Estate Checks - Allfirst Bank 8.50 4 Prescription Fees - Alert Phannacy Services 146.87 5 Nursing Home Fees for October 2001 - CUmberland Crossings 4,655.20 6 2001 Federal Income Tax 512.00 7 2001 Pennsylvania Income Tax 336.00 7 CPA12 NTF 10912 TOTAL (Also enler on line 10, Recanilulalion\ $ (If more space is needed, insert additional sheets of the same size) 6,038.82 Copynght Forms Software Only, 1997 Nelco. Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES IDA G SKELLY No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 WILLIAM H. SKELLY 902 RIVERGA1E COURT MILLERSVILLE. PA 17551 2 MARGARET A. OWENS 501 ASHBURNE GLEN CIRCLE OVILLA. TI< 75154 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SON DAUGHTER 21-2001-1083 AMOUNT OR SHARE OF ESTATE 78,506.71 78,506.71 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 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 None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 Copynght Forms So'/tware Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF IDA G. SKELLY I, IDA G. SKELLY, of Penn Township, Cumberland County, Pennsylvania, declare this instrument to be my Last will and Testament, in manner and form following: 1. I hereby expressly revoke all wills and Codicils heretofore made by me. 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. Should my husband, W. Harold Skelly, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to W. Harold Skelly. 4. Should my husband, W. Harold Skelly, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the remainder of my estate to my issue living on the thirty-first day following my death, per stirpes. 5. I nominate and appoint Dauphin Deposit Bank and Trust Company, Carlisle, Pennsylvania, Trustee of the share of any beneficiary who may be under the age of twenty-one years. The income and/or principal of said trust may be accumulated or expended for the maintenance, education and support of such . beneficiary as my Trustee in its sole discretion may determine; and my Trustee, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the same directly without the intervention of a guardian or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee to supervise or inquire into the application of the funds by any person to whom any payment is so made. .The balance of such income and/or principal shall be paid to such benefici- ary upon reaching the age of twenty-one years, or to such beneficiary's estate in the event of death prior thereto. - 1 - 6. I nominate and appoint my husband, W. Harold Skelly, as Executor of this my Last will and Testament; and as substitute Executors I nominate and appoint my children, William H.. Skelly and Margaret A. OWens. 7. I direct that my personal representative(s) and Trustee, as well as their successors, shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal ~~ day of February, 1982. this vlITNESS: , .9. -'.c. ~ d..A.~f';. Ida G. Skelly er-- (SEAL) ~)J~ 01 11\.. JIM t:Jj~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Ida G. Skelly, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that ,I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to anq acknowledged before me, by Ida G. Skelly, Testatrix, this ..s-~ day of February, 1982. ..9~ /d. xl A .<<. Testatrix ~ fjCh..../ -r:!~~ JA,~'r:F F. HERTZLER, NOTARY PUBLIC (,......1-...,..,..... f r . ,.nr, 01'ntl/ rnr",cln PA ft. . ." . .. L.' i Y C::I,lnlISSlon Expires January 27, .1983. - 2 - DEe ) 4 :::/2 II.... STERLING . FINANCIAL CORPORATION December 2, 2002 Salzmann, DePaulis & Fishman P. C. 95 Alexander Spring Rd. Suite 3 Carlisle, Pa. 17013 Attn: Tricia L. Bailey Re: Estate ofIda G. Skelly Date of Death: November 13, 2001 Dear Ms. Bailey: As of the date of death, our Bank had 5 accounts for the above-named decedent. The information for the Certificates of Deposit is listed below. All of the Certificates are registered in the name ofIda G. Skelly, William H. Skelly, POA. Account No. Date Opened 05-719690-37 04/06/00 05-719690-38 04/28/00 05-719690-39 08/04/00 05-719690-40 10/27/00 05-719690-41 07/06/01 DaD Balance $0.00 15,000.00 0.00 25,00000 30,000.00 Accru. Int. to DaD $0.00 48.06 0.00 81.24 477.42 Int Pd. YTD $996.33 1,032.00 1,480.62 1,647.50 0.00 If I can be of any further assistance, please contact me at (717) 735-5806. Sincerely, ~~'U- .j'&_/rJ Barbara F. Boyer r" (f~ Deposit Services Support Manager 1097 COMMERCIAL AVENUE. P.O. BOX 38. EAST PETERSBURG. PA 17520-0038 BANK or l.-\:'>.iC\5TER COUi\TY . BANK OF LEB,-\.\ON COUNTY. BI\NK OF HANOVER' FIRST NATIONAL BANK OF NORTH fAST COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, Tom H. Bietsch and Roger M. Morgenthal, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, Ida G. Skelly, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that both of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me.py Bietsch and Roger M. Morgenthal, witnesses, this ~~ February, 1982. Y -- Tom H. day of ';~ 102. ~ witness '72r fl,"" il1i}j~ w~tness CJ~ y ~/~> IN-,lIrr r IJrRT71.FR, NOTARY PI H3L1C , ,..'~.,-I C"I 'nty Corli3!:, PA My CJ",",-"i:sion Expires January 27, 1983 - 3 - '~~7-02 11:25 WAYPOINT BANK ID=7179097481 P02/02 ~lWay~qi!'J LOOK FOR US. WE'LL GET YOU THERE. 12/17/2002 SALZMANN DEP AULIS & FISHMAN 95 ALEXANDER SPRING RD CARLISLE P A 17013 The information which you reque:ned on the account(s) of IDA SKELLY (Social Security Number 183-07-8416) is/are as follows: Account Number Class of Account Date Opene<l Principal Balance Accrue<llnterest Balance at Date of Death Account Ownership SOLE Name of Joint Owner, ifany Date Ownership Was Established 7000008492 CERTIFICATE 01106100 30000.00 62.24 30062.24 Account Number Class of Account Date Opene<l Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested .- ~~r;~:~ {~ ?/-ouzfu SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG, PENNSYLVANIA 17105-1711 Toll Free 1-866-WAVPOINT (I-B66-329-7646)' IN YORK AREA 717 /BI5-4500 . www.wiOypointbank.com .--. !l allflrst November 21, 2002 Salzmann, DePaulis & Fishman, P.c. Ann: Tricia L. Bailey 95 Alexander Spring Road, Ste. 3 Carlisle, Pennsylvania 1 7013 .\lIdr:-.{ hn<llll:ial Center N.A. Pl), Ell:' L)IIO ~,lilb:ll)r'" [)r: 1 L)96ti RE: Estate of Ida G. Skelly Date of Death: November 13, 2001 Social Security Number: 183.07.8416 Dear Ms. Bailey: In response to your request, please be advised of the following accounts the above-named decedent had with this bank and the balances on the date of death. 1. Account Type........................... Golden Age Checking Account Account Number....................... 0079377610 Ownership (Names 01)................ Ida G. Skelly or Harold Skelly Opening Date........................... 08/28/64 Balance on Date of Death...........$ 1,332.63 0.00 1,332.63 Accrued Imerest...................... Total........................... ........ ...$ 2. Account Type........................... Money Fund Alt. Account Account Number....................... 0098124749 Ownership (Names 01)................ Ida G. Skelly Opening Date........................... 09/19/97 Balance on Date of Death...........$ 19,842.97 Accrued Interest...................... 7.50 Total......................................$ 19,850.47 ~ . Page 2 November 21, 2002 3. Account Type........................... Certificate of Deposit/24MOS/6.250000 Account Number....................... 87008000088754 Ownership (Names 01)................ Ida G. Skelly Opening Date........................... 12/17/99 Balance on Date of Death...........$ 50,000.00 Accrued Interest....................... 496.58 Total......................................$ 50,496.58 This respons~ ~oes not apply to any assets held with Allfirst Brokerage, where AI/first Bank Is serving as a trustee, nor to any credit cards owned by Bank of America bearing Allfirst Bank's name. For further account information, closures and/or reimbursement of funds refer to below branch: 2 West High Street, Carlisle, PA 17013, telephone 717-240-6703. Sincerely, 7ft. d. ~acc~~ Mary Anne Macielag Associate I/CIS (302) 934-2240