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Home My WebLink About10-17-05 LL...! - C' i:t- C-),. . Register of Wills of Cumberland County , Name of Decedent: STATUS REPQlRT UNDER RULE 6,12 DI-l.AAJlO. n. rRR.I.(,f:;;tl-. ~- nh- tlm;- ~~Q5'- n'B~ Date of Death: ESlale No.: PlIr,$uant to Rule 6.12 oflhe Supreme'Coun Olphans' Coun Rules, J repon the following with rcspecl to complclion of the administratibn of the above-captioned estate: State whether administration ofll1e estate is complele: Ves ,~ No 0 2, If the answer i. No, state when the personal representative reasonably believes that I:he adminislration will be completb: 3, If the answer 10 No.1 is Ves, statelthe following: a. Did the persona' represenlativi! file a final accollnt with the COlin? Yes 0 No ~ b. The separate Olphan.' Coun No. (if any) for the personal representative's account is; c. Did the personal represenlative;state an account informally to the panie.s in interest? Yes Jg No 0 ; c. Copies of receipts, relea.es; joinders and approval of formal or informal accounts may be filed with the Clerk of the Olphans' Coun and may be atlached to this report. Date: I/)- 1).,..05 ~ . Signature ~ R()p,,:o~ F ~I'~,q.c; Name 7" \ DO JI>i.J{ ~fl(). !l1eolC:;f\tP>~t-I\AlO. ~ J7blD ""ddres r- r~- 1'1-7?~~ elephone No. Capacity: o Personal Representative ~ Gounsel for personal representalive , L._"'" :...~-" ce.:' ,~--;:; '''' A - II cf2 / - () 5 -C03~~ AGREEMENT This agre,:>ment made as of August 1, 2005, by and between Margueri te Bauer Christy, individually, Edward W. Christy, her husband; David Duane Bauer, individually, Brenda Bauer, his wife; Christopher David Bauer, Lauren Marie Bauer and ,Shane t-jiout, parties of the first part, and Marguerite Bauer Christy and~bavid Duane Bauer Executors of the Estate of Duane D. Bauer dece6sed,' parties of the second part, WITNESSETH The parties hereto intending to be legally bound hereby. declare promise and agree as follows: , I 1. Duane D. Bauer died testate on 1-6-05. 2. His Last will and Testament was probated on 1-14-05 by the Register of wills of Cumberland County, pennsylvania and Letters Testamentary is '3ued to parties of the second. 3. Said will provides for a life estate in his house at 1202 Allen Street, New Cumberland, Pennsylvania to Lois V. Bauerj his widow and balance of asserts to go in trust and pay annually $9,000.00 to his wife during her life time. 4. Parties of the second part made a buy-out agreement with Lois V. Bauer, his widow for $45,000.00 whereby she has releasea all interests in said Estate. 5. Said WilJ also provided for $10,000.00 to be paid to. each Christopher David Bauer, Lauren Marie Bauer and Shane Trout ~hich payments have been paid in full by the parties of the second! part receipt whereof is hereby acknowledged. 6. Inheritance tax has been paid in the amount of $15,3010.00. Federal Estate tax does not apply because the estate assets are less than $1,500,000.00. 7. The assets of the estate consist of 1997 Grand Ma,rquis automobile $5,000.00, household furnishings, 2 ct wt diamond ring $23,000.00, three joint accounts with his widow at Members 1s~. for $131,376.64, house and lot at 1202 Allen Street, New Cumber:land, Pennsylvania $135,000.00 and a stock account at Smith Barney Citi Corp for $207,264.74. 8. Decedent died without debt and prepaid funeral expenses. 9. The Grand Marquis was delivered to Lois V. Bauer as willed to her. 10. The 2 CW'(. wt. diamond ring valued at $23,000.00 has been delivered in r:.ind to David Duane Bauer, as his sole personal ;:;-. J . II . property. 11. All net assets of the Estate has been substantially divided by the parties of the second part to Marguerite Bauer Christy and David Duane Bauer individually with any balance remaining to be paid equally to Ma.Lgare'l!. Bau..er Christy and David Duane Bauer. M amu.er, k "(tJJc, . 12. Parties of th~ first part individually and cOllectively do hereby remise, release and discharge the parties of the secopd of and from any and all claims whatsoever involving the Esta~e of Duane D. Bauer, deceased. , I IN WITNESS WHEREOF the parties hereto set their hands and~ seal as of the day and year first above written. I auer E~~te By ~ B~~Ok Exe utor Witness;:ldL.w/ ,-f4~"'7 < (S EAL ) EAL) . tj~~ ~~ Brenda Bauer ... ~ ~/t - (:SEAL) / Chris opher David Bauer: ~L~~ ~EAL) ~e~ .- ~ ~(~EAL) Shane Trout I (ISEAL) WIX, WENGER & WEIDNER RICHARD H. WIX THOMAS L. WENGER DEAN A. WEIDNER STEVEN C. WILDS THERESA L. SHADE WIX . DAVID R. GETZ STEPHEN J. DZURANIN STEVEN M. WILLIAMS JEFFREY C. CLARK PETER G. HOWLAND STEPHEN P. SMITH KATHRYN L. WIX A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 508 NORTH SECOND STREET POST OFFICE BOX 845 HARRISBURG, PENNSYLVANIA 17108-0845 4705 DUKE STREET HARRISBURG, PA 17109-3099 (717) 652-8455 FAX (717) 652-8290 * Also Member Massachusetts Bar (717) 234-4182 FAX (717) 234-4224 www.wwwpalaw.com October 13, 2005 Ms. Glenda Farner Strasbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 \~ ,'~' Re: Estate of John D. Payton Estate No. 21-2005-772 Dear Ms. Strasbaugh: We enclose the following documents for filing on behalf of the above-captioned estate: 1. The original and two copies of the Inheritance Tax Return; 2. The original and one copy of the Inventory; 3. Our client's check in the amount of $30.00, made payable to the "Register of Wills," representing the additional probate fee due; 4. Our client's check in the amount of $10.00, made payable to the "RegiSter of Wills," representing the filing fee for the tax return; and 5. Our client's check in the amount of $15.00, made payable to the "Register of Wills," representing the filing fee for the Inventory. Please process these documents at your earliest convenience and return time- stamped copies of the tax return and Inventory to our office. A self-addressed, stamped envelope is enclosed for your convenience. I .1 WIX, WENGER & WEIDNER Ms. Glenda Farner Strasbaugh October 13, 2005 Page 2 Thank you for your assistance in this matter. If you have any questions regarding the above, please call me. Sincerely, WIX, WE~GER & WEIDNER l ;47/ /~I By: ! 1Jt1l!1,/JU:trL- Denfse B. Williamson Paralegal Idbw Enclosures cc: Mrs. Nancy J. Payton David R. Getz, Esquire . , " l.._,. . . INVENTORY Estate of Payton, John D. No.21 05 772 , Deceased Date of Death 8/15/2005 Social Security No. 215344176 also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation. placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owneq no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. I.D. No.: 34838 Name of Attorney: David R. Getz, Esquire Address: 508 North Second Street Dated 10 (f)~fjjC;- HarrisburQ, PA 17108-0845 Telephone: (717) 234-4182 Description Net payroll/accrued sick pay rec'd from PA Department of Labor & Industry Value 22,184.14 Total 22,184.14 (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 l'