HomeMy WebLinkAbout01-0646
JUl 11 200r tP
,
INRE:
: IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY, PENNSYL VANIA
ESTATE OF
WILLIAM HERBERT CORDES,
an Incapacitated Person
No. ;L 1- D J - /P tflJJ
ORPHANS' COURT DIVISION
PRELIMINARY DECREE AND CITATION
AND NOW, this /2 rL- day of YA.JI"j~ , 2001, upon consideration of the within
Petition for the Adjudication of Incompetency and the Appointment of a Permanent Guardian of the Person and
the Estate of an Alleged Incapacitated Person:
57
IT IS ORDER AND DECREED that a hearing thereon is scheduled in Courtroom No.
, ofthe
Cumberland County Court House, One Courthouse Square, Carlisle, Pennsylvania, on~~the
c1$1W dayof !2v,r , 2001, at ]:30 o'clock+.m. v
IT IS FURTHER ORDERED AND DECREED that prompt, actual notice of said hearing and the within
Petition and Citation shall be given to the alleged incapacitated person by personal service as required by law,
and to the proposed Guardian, and to all other persons listed in the Petition as nearest living relatives, and to any
other interested party by the U. S. Postal Service, certified mail, return receipt requested.
-
Dl1illl:~"", ~" appvhm;d LV ll;;l'll;;/)I;;m dll;; dlk5~d :u':'Jll'tlDitattd
person III tm/) j-H~en, ""'
-
/1.
IN RE:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
PERSON OF
WILLIAM HERBERT CORDES
2001
ORPHANS COURT DIVISION
ORDER SETTING HEARING
AND NOW, this
day of
, 2001, upon consideration of
the within Petition for Appointment of Guardian of the Person of an Incapacitated Adult
Individual, a hearing thereon is scheduled in Courtroom No.
, of the Cumberland County
Court House, at
o'clock _.m., on the
day of
, 2001.
BY THE COURT:
1.
.,,^
IN RE:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
PERSON OF
WILLIAM HERBERT CORDES
2001
ORPHANS COURT DIVISION
To: WILLIAM HERBERT CORDES
IMPORTANT NOTICE
CITATION WITH NOTICE
A PETITION HAS BEEN FILED WITH THIS COURT TO HAVE YOU
DECLARED AN INCAPACITATED PERSON. IF THE COURT FINDS YOU TO BE AN
INCAPACITATED PERSON, YOUR RIGHTS WILL BE AFFECTED, INCLUDING
YOUR RIGHT TO MANAGE MONEY AND PROPERTY AND TO MAKE DECISIONS.
A copy of the Petition which has been filed by Joan C. Ickier is attached.
You are hereby ordered to appear at a hearing to be held in Court Room No. 3-,
Cumberland County Court House, One Courthouse Square, Carlisle, Pennsylvania, on _
~ ,;:l '{ ,2001, at 3 '. e 0 ./2- .M. to tell the Court why
it should not nnd you to be an incapacitated person and appoint a guardian to act on your behalf
To be an incapacitated person means that you are not able to receive and effectively
evaluate information and communicate decisions and that you are unable to manage your money
and/or other property, or to make necessary decisions about where you will live, what medical
care you will get, or how your money will be spent.
At the hearing, you have the right to appear and to be represented by an attorney. If you
do not have an attorney, you have the right to request the Court to appoint an attorney to
represent you and to have the attorney's fees paid for you if you cannot afford to pay them
yourself You also have the right to request that the Court order that an independent evaluation
be conducted as to your alleged incapacity.
If the Court decides that you are an incapacitated person, the court may appoint a
guardian for you, based on the nature of any condition or disability and your capacity to make and
communicate decisions. The guardian will be of your person and/or your money and other
property and will have either limited or full powers to act for you.
..r'-'
If the Court finds you are totally incapacitated, your legal rights will be affected and
you will not be able to make a contract or gift of your money or other property. If the Court finds
that you are partially incapacitated, your legal rights will also be limited as directed by the Court.
If you do not appear at the hearing (either in person or by an attorney representing you)
on the C;;:)'i' day of~, 2001, the Court will still hold the hearing in your
absence and may appoint the gui~~ested.
Date: 7 -1\.1-0 J
By:
..
, .
'.
INRE:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYL VANIA
PERSON OF
WILLIAM HERBERT CORDES
2001
ORPHANS COURT DIVISION
PETITION FOR THE ADJUDICATION OF INCOMPETENCY
AND
THE APPOINTMENT OF A GUARDIAN OF THE PERSON
OF
AN ALLEGED INCAPACITATED PERSON
AND NOW COMES Petitioners Walter N. and Joan C. IckIer (hereinafter known as Mr. and
Mrs. IckIer), by their attorneys Milspaw & Beshore, and petition this Honorable Court to appoint them as
guardian of the person of William Herbert Cordes, and in support thereof states the following:
1. The name of the alleged incompetent individual is William Herbert Cordes (hereinafter
known as Mr. Cordes), born July 7, 1945, social security number 142-36-4107, currently residing at 1704
Locust Street, New Cumberland, Cumberland County, Pennsylvania.
2. Petitioners, Walter N. and Joan C. IckIer, are the brother-in-law and sister ofMr.
Cordes, residing at 1704 Locust Street, New Cumberland, Cumberland County, Pennsylvania.
3. Other than Joan C. IckIer, the only other adult heir of Mr. Cordes is another sister,
Margaret Scahill, who lives in Connecticut. Her address is: 18 Titicus Mountain Road, New Fairfield,
CT,06810.
4. Mr. Cordes was severely injured in an automobile accident on May 20, 1966 in the State
of New Jersey, and as a result of that accident has suffered since that time from aphasia, seizures and
diminished mental capacity.
5. On October 2, 1967, Mr. Cordes was adjudicated mentally incompetent and unable to
manage his affairs by the Probate Division of the Camden County Court, Camden County, New Jersey,
and Letters of Guardianship were granted to the Camden Trust Company, now PNC Bank, to manage his
estate. A copy of the Order is attached hereto as Exhibit A.
6. No Guardian of the Person of Mr. Cordes was ever appointed. The personal care of Mr.
Cordes was handled by his parents from the date of the accident for almost two decades at their home,
until May 30, 1986, when Mr. Cordes moved into the Petitioner's home along with his parents. Mr.
Cordes' father since died and his mother continued his care for another decade or so. However, Mr.
1
..
Cordes'mother, Anna Cordes, is 90 years old and suffering from Senile Dementia Alzheimer's Type and
i's no longer able to provide care for her son, nor-does she 'have the comprehension necessary to con'sent
to this Petition. She is no longer able to assist in making decisions regarding the care of Mr. Cordes.
, .
7. On May 19, 2001, Mr. Cordes suffered difficulty in breathing and had two severe
seizures. Mrs. IckIer admitted Mr. Cordes to Harrisburg Hospital, Harrisburg, Dauphin County,
Pennsylvania through the emergency room. Mr. Cordes was found to be suffering from pneumonia and
diagnostic tests revealed two lesions on his lungs. He was found to have a very severe case of
emphasema and is unable to use the breathing equipment without the help of Petitioners. Further
diagnostic testing and possible surgery are required for the continued care of Mr. Cordes. An Affidavit of
Attending Physician is attached hereto as Exhibit B.
8. The acceptance of the proposed guardians is attached as Exhibit C. The proposed
guardians have no interest adverse to Mr. Cordes.
9. Mr. and Mrs. Ickler as the proposed guardians have no control over any money or assets
belonging to Mr. Cordes. As stated above, pursuant to an order of the Camden County Court, a Trust
Fund exists for that purpose and the Trustee is PNC Bank.
10. The estate ofMr. Cordes consist of the previously mentioned trust which has an
approximate value of Six Hundred Four Thousand Six Hundred Thirteen and 00/100 Dollars
($604,613.00). The only other source of income for Mr. Cordes is his monthly Social Security in the
amount of Five Hundred Thirty and 00/100 ($530.00) per month.
WHEREFORE, Petitioners request that the Court appoint Walter N. and Joan C. Ickler as
Guardians of the Person of the incapacitated person, William Herbert Cordes.
Respectfully submitted,
July 2,2001
~SPAW&B
Luther E. Milspa , Jr.,
Supreme Court ill # 1922
130 State Street, P.O. Bo 946
Harrisburg, P A 17108-0946
(717) 236-0781; FAX (717) 236-0791
Email: LmilspawlaJmblawfirm.com
Attorneys for Petitioner
2
IN RE:
: IN THE COURT OF COMMON PLEAS,.
. ; CUMBERLAND COUNTY, PENNSYLVANIA
PERSON OF
WILLIAM HERBERT CORDES
2001
ORPHANS COURT DIVISION
VERIFICATION
I, the undersigned, hereby verify that the statements made in the foregoing document are
true and correct to the best of my knowledge, information and belief I understand that false
statements herein are made subject to the penalties of 18 P A. Section 4904 relating to unsworn
falsification to authorities.
Date: (,/~ /0 /
~p,~Jr"~
JO C. ICKLER
\
\ EXHIBIT A
----
PNC PRIVATE BANK
January 30, 1997
William H. Cordes #42-43-101-8750463
G. Thomas Miller, Esquire
Miller & Miller
105 Locust Street
P.O. Box 709
Harrisburg, PAl 71 08-0709
Dear Mr. Miller:
Following up the request in your letter to me of January 10, 1997, you will find enclosed a
copy of the Order to Show and the Judgement and Appointment which granted Letters of
Guardianship for the Estate of William Cordes to our predecessor, Camden Trust Company.
You will also find enclosed a copy of the National Service Life Insurance policy on William
Cordes' life and a copy of the annual insurance policy statement which I received last July.
I have searched our files and find no Prudential Life Insurance policy nor a Will for William
Cordes.
If I can be of further assistance to you, kindly contact me.
Sincerely,
Joan A. Ziegler
Trust Officer
JAZ/dr
Enclosure
K 69
cc: Mr. and Mrs. Walter Ickier
/'
~
WIWAM M. CORDES
I
CAKW{ cOUt~Tr COURT
PRODATE DIVISION
Civil AoUon
In t.h~ Mnt\el' or
~n all.g.d men'al lnoompot.ot. .
ORmR TO StOW CAUSA
Thb ma\tt'1' be tnfl opened to 'he Court, on behall. ot ANNA
COOtES. rlalnt,1tt. and
It arT"'Arlng CI'OfI toll. Oo"p1a;\n\ \ha' t.h. Te'.ran her..ln
t. 1nco~re\.n\ to ~n~. hl~ O~ _tt,lr., and th~t the ~ftintltt d~.1re. th.t,
"he CAJ1DE2f TRUST C(JtPANJ, OUtd.n, N." ~.nfll1'. bG appo1ft\.d pardiaD ot hle
prorert." and
The Cour\ m.lnc ..\bfle4 \bat, \.hl. Order .hould b. made,
It. l. on \hl. 12th dq ot September, 1967 ORDEHW Uta'
ANNA CQU'ES "n4 aU othe.. pl'rU.. 1nt".....'.d 1n ,&14 C_plaint Ihow 'au.. beto...
the C~ COOHTr eMT, Probst., D1Yblon, Court. Hou., Cuden, Mw .J.I"", on
t.h. 29th dl'.)' ot September19~7 at. 91)0 o'alook in the tOl'enoOft 01' .. IIOOD t.h....-
"n..r U ,ounael ean he h.ard, lfto' . Judcmen' .hou1cl not. be entered,
(.) Deolar1na WIIJ..IAM H. OORDES \0 be lnoollpe\en\ t.o
rn~n~.e hl. own .tta1l'.,
(t>>) Ap]'J01nt.1ng t.h. CAMDEN TRUST CCIG'ANt, O&lDllen, Nw I...,
~J"l'dbn ot the Ino~t..,nt. Yttt...ran, WILLIAN H. CORDES,
(e) Aut-hort.ins Ute guardian \0 eleo\ \0 noel... ,he
r......tflr btln4!lf1t ot d.l'l\bUU.7 oOlllreneat.ion bene tit.. on ~ba1t ot t,.... ..lel
Inno~~\.nt Y~\~rAR, nnd to w~1Ye t~. dl..bll1ty retirement ~, and
(d) AutJ'orla1.rl4 t.he lUardlan to applJ tor 01' to comert,
hUonl\l 8if1rvlo. Lit.. InAuJ"'lnoe 1 n behut of ttlCl .dd 1nao~'pctt.n\ mlran, and
\l.o to arplJ ro~ .,lver ot pr~~um8 on 'Ql~ lneuranoe.
It I, turth~r order-d that. Gopl.. ot thi. Order, .~rtltled
,
7 the plAint1tt or "t.\orn"7 .. true oople., "- ..nod petlOnal17 \Iron th.
\erlll.tf'4 f'&r\1t. let. torth in the COYllplalnt bJ ."U1ftR 001'10. t.o t.he .ale1
nt..re.t..d ~rtle. to the lA" known .ddr..... b.r ordlnar,r mail at, 1...,
prior \0 'he Mum clIlt.. ot 'hi, Ord.r.
:,
A TrulJivLJudutJ-J
ROBmt WEIHm
A Master of the Superior Court ot New Jersey-
~o~~
J. C. C.
Note: It is not necessary for you to appea
in Court on the scheduled date ,unless you
have some objection to this proceeding.
~
-
.,f
--
WILLIAM H. OORDES
_. -.;#..-
~ CAMDm COUNTY COURT,
~ tCO)'/PJ PROBATE D~I~ION ".
' '. U C:5 P ,
· , Civil Aotion' ",' ,
...359
: J'UI)(J{mT ' : . ,
In the Matter of
an alleged mental inoompetent
It appearing from the Complaint of ANNA CORDES, that
she is the mother 01' WILLIAM H. CORDES, an alleged mental inoompetent
veteran, and
It further appearing that the said WILLIAM B. CORDES is
now unable to manage his own affairs, and
It further appearing that the estate 01' WILLIAM H. CORDES
cons~sts of 41sabilit7 retirement benefits trom the Mllitar,y Service
Department in the amount 01' ONE HUNDRED NINETY-SEViN DOLLARS AND TBIRTEnl
CENTS ($197.13) monthl7 or in the alternative disabUi't7 compensation bene-
tits pqable b7 the United States Veterans Administration under Federal
Statutes in the 8IIlount of TWO HUNDRED EIGHTY DOLLARS (.280.00) mont~, and
DUE PROOF 01' notice ot this application to the parties
entitled thereto having been subnitted to the Court, and the Court having
examined into the matter,
It 18 on this 29th dq 01' September, 1967 the Judgment of
this Court i
I
I
I
I
j
!
i
\
1
i
,
(a) That WILLIAM B. CORDES is mentalq inoompetent and
ble to manage his aftairs;
(b) That Letters of Guardianship of the said WILLIAM H.
ORDES be granted to the CAMDEN TR~T COMPANY, Camden, New Jersq upon
ual1..t)1ng a8 guardian under N..T.S.A. 17,9A-34;
(c) That the said guardian i8 authorized to eleot to
eceive the greater benetit 01' disablli't7 compensation and to waive
isabilit,y retirement par, and
(d) The guardian is further authorized to appq tor or to
onvert National Servioe LUe Insurance in behalf 01' the said WILLIAM B.
RDES and to aplU1' tor waiver ot premiums ,on said insurance.
~-~
~;W~-;A;;d'V
('7'l:c...'-~ ~~\\(V-"'. ~ ---
"-'" ~ I J. C. C. -
A TRUE OOPY
c7l3~
..-.--......................... ............. .... ........
-. ---k.----..StJRROOAR
....~.~.........
0EPU1Y SURROGATF.
~
state of jl}elU 3f erse!', } 55.
. Qtountp of (:amben. ~
3J, 31 obn 'Qt. 1Jjeal, ~urrogate of tbe fCountp of ~amben,
certify that on the.....~~~.':l.~y..7:~.~.~.~.~..........day
of...~.~P..~.~~~~r................in the year of our Lord
,...,,^A"~
r-r--: .
~
f::"~ i.y
~ '?
c;- ?
(' ..,
< .
< >
. )
'- .J
~ ~
L. .
'- ..J
I ~
'- ... ..J--J
L,... .-...J
VVvv',V"J'J
th d. h d d d ~ s; xty - seven
one ousan mne un re an ~r'''''''''''' .......
in accOl'd;;lnce with a:p orderO .of . th~ Camden
County court-Probate lV1Slon,
Cetillby Ol,J.U~l'll!l' O&tut", dated..?~.P.~~.r:n.l?~r....?~.~h,
1967, Camden Trust Company
................................................................................
..... .................. ............... of .~.~~~.~:.'. ~....... .............
New Jersey, was appointed.q.':l.?r.q.~.~ry...~r.......
.l!; 11 ; am_H.LCordes. an Incompetent.
................................................................................
Witness my hand and seal of office this.............~~.~~.~.y.:~.~.~.':l.~ry.......................dny of
September . .
. .......... .......................................... .............111 the year of our Lord one thousand nme hundred and
~_.~.rx.~y.~~.~y~n .
..........F91q;:f;.
By............................................................................
Deputy Surrogate.
By...........................................................................
Special Deputy Surrogate.
rorm H_I:.I_Il_52_IFH_5916 ~ <L
~
----
EXHIBIT B
..
,
IN RE:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
PERSON OF
Wll..LIAM HERBERT CORDES
2001
ORPHANS COURT DIVISION
AFFIDAVIT OF ATTENDING PHYSICIAN
AND NOW, this
I~I-~
/"'
day of J Iv. 1-,-<-
, 2001, comes the Affiant, who
states the following:
1.
My name is Mi L~C,~ I I- J3a-e r
, M.D. I am a medical doctor at
the V.A. Hospital specializing in Fa f\-l i I] medicine. My business address is
hoo $"0 Llnwi", A v e
Le 0a non () AM (. , Lebanon, P A 17042; telephone (717) 13()' Cf 1'Zl1.. . My
curriculum vitae is attached hereto.
2. I am the attending family physician for William Herbert Cordes. I have been Mr.
Cordes' family physician since '8/ ~I q ~ . As such, I am very familiar with his medical
, ,
history and his current medical condition.
3. Mr. Cordes suffers from fY'QIAWlQli L ehcerhc/ofd'ij ). It is a~f6gn~ssive
.
illness for which there is no known cure. He also suffers from .u"ZLl V'~s q~J cop b
He is currently taking the following medications as prescribed by me:
fJA.e h 0 6 e;.r- b 32 "I'
7),'14"'/,'v- 100,
S-e V"e Ue"",-,j-
A Iloltfe/'u /
tJ )( Cl 7A!'f C W"\
J Vj
fIvtu.. j,'~ q q,'~
4 dq,-)
2- f~lJ hw!~ ~c;,.t~
2- "71 ~'1 'f-.b kl} 4' j ~"'I)I
-t-w;u.- do, ,-~ .
-.
4. It is my opinion as his attending family physician that Mr. Cordes is incapable of
handling his personal finances, operating a motor vehicle, administering his prescribed medication,
attending to his dietary or personal hygiene needs, or performing many of the basic tasks required
for his general health and well being.
5. In my expert medical opinion, Mr. Cordes is incapacitated as defined in Chapter 55
of the Pennsylvania Estates and Fiduciaries Code in that his ability to receive and evaluate
information effectively and communicate decisions in any way is impaired to such a significant
extent that he is partially or totally unable to manage his financial resources or to meet essential
requirements for his physical health and safety.
Respectfully submitted,
~~_wl~/ ~Y)
Date:~ /1/5/02 C:ZJ I
Attending Physician
"
IN RE:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
PERSON OF
WILLIAM HERBERT CORDES
2001
ORPHANS COURT DIVISION
VERIFICA TION
I, the undersigned, hereby verify that the statements made in the foregoing document are
true and correct to the best of my knowledge, information and belief I understand that false
statements herein are made subject to the penalties of 18 Pa.C.S.A. Section 4904 relating to
unsworn falsification to authorities.
Dated: &, / I sf
,2001
1iu~iwj~,~
Attending Physician
-------
EXHIBIT C
\
IN RE:
: . IN TIJE COURT OF COMMON PLEAS .
: CUMBERLAND COUNTY, PENNSYLVANIA
PERSON OF
WILLIAM HERBERT CORDES
2001
ORPHANS COURT DIVISION
ACCEPTANCE BY PROPOSED GUARDIAN
We, Joan C. IckIer and Walter N. IckIer, certify that we reside at 1704 Locust Street, New
Cumberland, Cumberland County, Pennsylvania, and that We am over twenty-one years of age.
Weare retired. We speak, read and write the English language. We am a citizen ofthe United
States of America.
Weare not the fiduciary nor an officer or employee of any corporate fiduciary of an
estate in which the alleged incapacitated adult individual has an interest, nor a surety or an officer
or employee of any surety, of such fiduciary.
We have no interest adverse to the alleged incapacitated adult individual.
We agree to accept the appointment as Guardian of the Person of William Herbert
Cordes, an incapacitated adult individual.
July 2,2001
Qu,,-),?~~k4~
oo~ C. Ie er
~ :r-cL
Walt r N. IckIer
July 2,2001
4
. ,
INRE:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYL VANIA
PERSON OF
WILLIAM HERBERT CORDES
NO. 21-01-646
ORPHANS COURT DIVISION
AMENDED
PETITION FOR THE ADJUDICATION OF INCOMPETENCY
AND
THE APPOINTMENT OF A GUARDIAN OF THE PERSON
OF
AN ALLEGED INCAP ACIT ATED PERSON
AND NOW COMES Petitioners Walter N. and Joan C. IckIer (hereinafter known as Mr. and Mrs.
Ickler), by their attorneys Milspaw & Beshore, and petition this Honorable Court to amend the Petition for
the Adjudication of Incompetency and the Appointment of a Guardian of the Person of an Alleged
Incapacitated Person ("the Petition") as follows:
1. Paragraph 3 of the Petition shall be deleted in its entirety and in lieu thereof the following
new paragraph 3 shall be inserted:
3. Other than Joan C. IckIer, the only other adult heir ofMr. Cordes is another
sister, Bonnie Scahill, who lives in Connecticut. Her address is: 18 Titicus Mountain
Road, New Fairfield, CT, 06810.
2. Paragraph 4 of the Petition shall be deleted in its entirety and in lieu thereof the following
new paragraph 4 shall be inserted:
4. Mr. Cordes was severely injured in an automobile accident on May 20, 1966
in the Commonwealth of Pennsylvania, and as a result of that accident has suffered since
that time from aphasia, seizures and diminished mental capacity.
3. Except as hereinabove set forth no other portion of the Petition shall be changed. This
Amended Petition shall be incorporated and become a part of the Petition previously filed.
1
WHEREFORE, Petitioners request that the Court amend the Petition for the Adjudication of
Incompetency and the Appointment of a Guardian of the Person of an Alleged Incapacitated Person to
incorporate the changes made by this Amended Petition and that these changes shall be made a part of the
original Petition.
Respectfully submitted,
July ~, 2001
Luther E. Milspaw, Jr., Esqu' e
Supreme Court ill # 19226
130 State Street, P.O. Box 9 6
Harrisburg, PA 17108-0946
(717) 236-0781; FAX (717) 236-0791
Email: Lmilspaw@mblawfirm.com
Attorneys for Petitioner
2
n I
INRE:
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYL VANIA
PERSON OF
WILLIAM HERBERT CORDES
: No. 21-01-646
: ORPHANS COURT DIVISION
VERIFICATION
I, the undersigned, hereby verify that the statements made in the foregoing document are true
and correct to the best of my knowledge, information and belief. I understand that false
statements herein are made subject to the penalties of 18 P A. Section 4904 relating to unsworn
falsification to authorities.
July l'f-t;., 2001
-#l--L.JJr-!Ub-
JO . . ICKLER
3
IN RE:
V.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
21-01-646 ORPHANS' COURT
PERSON OF
WILLIAM HERBERT CORDES
ORDER OF COURT
AND NOW, July 23, 2001, upon consideration of the within Amended
Petition for the Adjudication of Incompetency and the Appointment of a Permanent
Guardian of the Person and the Estate of an Alleged Incapacitated person:
IT IS ORDERED AND DECREED that a hearing thereon is scheduled in
Courtroom NO.3 of the Cumberland County Courthouse, One Courthouse Square,
Carlisle, Pennsylvania, on the 28th day of August, 2001, at 3:30 p.m.
IT IS FURTHER ORDERED AND DECREED that prompt, actual notice of
said hearing and the within Petition and Citation shall be given to the alleged
incapacitated person by personal service as required by law, and to the proposed
Guardian, and to all other persons listed in the Petition as nearest living relatives, and to
any other interested party by the U.S. Postal Service, certified mail, return receipt
requested.
By the Court,
Luther E. Milspaw, Jr., Esquire
130 State Street, PO Box 946
Harrisburg, PA 17108-0946
P.J.
...
INRE:
WILLIAM HERBERT CORDES
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS ' COURT DIVISION
NO. 21-2001-0646
IMPORTANT NOTICE
CIT ATION WITH NOTICE
A petition has been filed with the Court to have you declared an Incapacitated Person. Ifthe
Court finds you to be an Incapacitated Person, your rights will be affected, including our right to manage
money and property and to make decisions. A copy of the petition which has been filed by W ALTER
N. AND JOAN C ICKLER is attached.
You are hereby ordered to appear at a hearing to be held in Court Room No. J., Cumberland
County Courthouse, Carlisle, Pennsylvania, on 28TH AUGUST ,2001, at 3:30P
M. to tell the Court why is should not find you to be an incapacitated Person and appoint a Guardian to
act on your behalf.
To be an incapacitated Person means that you are not able to receive and
effectively evaluate information and communicate decisions and that you are unable to
manage your money and/or other property, or to make necessary decisions about where
you will live, what medical care you will get, or how your money will be spent.
At the hearing, you have the right to appear, to be represented by an attorney, and
to request a jury trial. If you do not have an attorney, you have the right to request the
Court to appoint an attorney to represent you and to have the attorney's fees paid for you
if you cannot afford to pay them yourself. You also have the right to request that the
Court order that an independent evaluation as to your alleged incapacity.
If the Court decides that you are an Incapacitated person, the Court may appoint a
Guardian for you, based on the nature of any condition or disability and your capacity to
'.
,
make and communicate decisions. The Guardian will be of your person and/or your
money and other property and will have either limited of full powers to act for you.
If the court finds you are totally incapacitated, your legal rights will be affected
and you will not be able to make a contract or gift of your money to other property. If the
court finds that you are partially incapacitated, your legal rights will also be limited as
directed by the Court.
If you do not appear at the hearing (either in person or by an attorney representing you)
the court will still hold the hearing in your absence and may appoint the Guardian requested.
BYl-/12Utf.,4, 01'/~ ~fl-', t1/l ,~z./f;/J (]$~lh-1
Cler , Orphans' ourt Division /'
Cumberland County, Carlisle, P A
My Commission Expires 1 st Monday,
January, 2001
. .
~
INRE:
: IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY, PENNSYLVANIA
PERSON OF
No. 21-01-646
WILLIAM HERBERT CORDES
ORPHANS' COURT DIVISION
PROOF OF SERVICE
I hereby certify that pursuant to 20 Pa.C.S.A. ~ 5501, et seq., on the 17th day of July, 2001, I
served the Petition for the Adjudication of Incompetency and the Appointment of a Guardian of the Person
of an Alleged Incapacitated Person and on July 23, 2001, I served the Amended Petition for the
Adjudication of Incompetency and the Appointment of a Guardian of the Person of an Alleged Incapacitate
Person by U.S. Postal Service Certified Mail, return receipt requested, postage prepaid, upon the following
persons:
Margaret Scahill
18 Titicus Mountain Road
New Fairfield, CT 06810
Walter N. and Joan C. IckIer
1704 Locust Street
New Cumberland, PA 17070
Michael T. Baer, M.D.
1700 South Lincoln Avenue
Lebanon VAMC
Lebanon, PA 17042
The original return receipts are attached hereto.
I also certify that service was made upon William Herbert Cordes on July 30, 2001, by personal
delivery to him of said Petition and the reading of the contents thereof in accordance with the Supreme
Court Orphans' Court Rule 14 and Cumberland County Orphans' Court Local Rule 14.2.3.
Respectfully submitted,
Dated: PIAJ"d (,jcd
MILSrI7....f r.;rV1/ ESH.. RE...
· Yhj!
By : I ~. i;
Luth~r Milspaw, Esquir~, PA J.D. #19226
130 State Street, P.O. Box 946
Harrisburg, PA 17108-0946
(717) 236-0781
Attorneys for Petitioner
r--~~_u-
Se("\liU: 0-\ Pe:bt:rof'\ on J4..-\.Y;
V'l, ~eol
',1 NDER CaMPI E H TH'~ ',EeT/ON
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece,
or on the front if space permits.
1. Article Addressed to:
x.
D. Is de very address different from item 1?
If YE ,enter delivery address below:
o Agent
o Addressee
DYes
ONo
Mr. ans Mrs. Walter IckIer
1704 Locust Street
New Cum~erland, PA 17070
3. Service Type
II. Certified Mail 0 Express Mail
13 Registered ~eturn Receipt -
o Insured Mail 0 C.O.D.
4. Restricted Delivery? (Extra Fee) tJ Yes
2. Article Number (Copy from service label)
-,000 0
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece,
or C?It.the front if space permits.
1. Articl' . ddressed to:
('
Mrs. Margaret Scabill
18 Titicus Mountain Rd
New Fairfield, CT 06810
~~, "'- ot:
reBtrcr"'\ 01")
J...J( 11.~1
3. Service Type
btr Certified Mail
ti Registered
o Insured Mail
o Express Mail
W"Return Receipt .J
o C.O.D.
.IL
4. Restricted Delivery? (Extra Fee)
DYes
2. Article Number (Copy from service label)
1000 tJ8~O e;J()~ ~ 0 I Co ~ 5?fj 4{p
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece,
or on the front if space permits.
1. Article Addressed to:
D. Is el' address different from item 1?
If YES, enter delivery address below:
o Agent
o Addressee
DYes
o No
Micnael T. Baer, M.D.
1700 South Lincoln Ave.
Le"oanon VAMC
Le~anon, PA 17042
3. Service Type
.Certified Mail
o Registered
o Insured Mail
o Express Mail
"Return II.
o C.O.D.
4. Restricted Delivery? (Extra Fee)
DYes
2. Article Number (Copy from service label)
-;000; DMO ~~ c9'~8 7qqs-
PS Form 3811 , July 1999 Domestic Return Receipt
102595-00-M-0952
r
SENDER COMPLE TE THIS SEe T/ON
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so thaI we can return the card to you.
. Attach this card to the back of the mailpiece,
or on the front if space permits.
1. .A;.1icle Addressed to:
Mr. & Mrs. Walter Ickle
1704 Locust St.
New Cumberland, PA 1707
2. Article Number (Copy from service label)
7000 0520 0023 0168 8077
',ENDER COMPL r TE THIS SECTION
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece,
or on the front if space permits.
1. Article Addressed to:
Mrs. Bonnie Scahill
18 Titicus Mountain Road
New Fairfield, CT 06810
2. Article Number (Copy from service label)
7000 0520 0023 0168 8060
o Agent
o Addressee
Dyes
o No
3. Service Type
pq. Certified Mail
o Registered
o Insured Mail
o Express Mail
!lit Return Receipt f~. 1.1
o C.O.D.
Q'
4. Restricted Delivery? (Extra Fee)
Dyes
o Agent
" 0 Addressee
DYes
o No
3. ~ice Type
~ Certified Mail
o Registered
o Insured Mail
o Express Mail
~ Return Receipt fel r.L"I.w. .~i~~
o C.O.D.
4. Restricted Delivery? (Extra Fee)
DYes
Complete items 1. 2. and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mailpiece,
c: on the front if space permits.
1. Article Addressed to:
Michael T. F:aer, M.D.
1700 South LincOln Ave.
Lebanon VANC
Lebanon, PA
17042
o Agent
o Addressee
DYes
o No
3. Service Type
J!I' Certified Mail
b Registered
o Insured Mail
o Express Mail
.. Return Receipt r~, '.I~.~I JI
o C.O.D.
4. Restricted Delivery? (Extra Fee)
DYes
2. Article Number (Copy from service label)
7000 0520 0023 0168 8084
PS Form 3811, July 1999 Domestic Return Receipt
102595.00.M.0952
~r\ljc..e o~
!\ VV\R...t'\ d...ri. J.
f'e-b t:IOfl 011
::r~ o?~~OCll
: CUMBERLAND COUNTY, PENNSYL VANIA
PERSON OF
WILLIAM HERBERT CORDES
: 21-01-646
: ORPHANS COURT DIVISION
~
AND NOW, this14ay of
E
,2001, upon consideration of the Petition of Walter N.
and Joan C. IckIer, it is hereby ordered and decreed that they are appointed guardian of the
person of William Herbert Cordes, an incapacitated adult individual
BY THE COURT
J.
Estate of WILLIAM H. CORDES
also known as
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
~ \ - Olo 33 \ ()t-~~~
No.
To:
Deceased.
Register of Wills for the
County of CUMBERLAND in the
Commonwealth of Pennsylvania
Socia! Securi~v No. 142-36-4107
The petition of the undersigned respectfully represents that:
Y oLlr petitioner(s), who is/are 18 years of age or older, appliES
for letters of administration
on the estate of
(d.b.n.: pendente lite; durante absentia; durante minoritate)
the above decedent.
Decedent was domiciled at death in EAST PENNSBORO.CUMBERLAND County, Pennsylvania, with
h IS last family or principal residence at 770 POPLAR CHURCH ROn EAST PENNSBORO TWP .
(list street. number, Twp. or Boro.)
Decedent, then 60 years of age, died 3/16/2006
at WEST SHORE HEATLH& REHAB -770 POPLAR CHURCH RD., CAMP HILL. PA 17011
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(Ifnot domiciled in Pa.) Personal property in Pennsylvania
(Ifnot domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$
$
$
$
50.000.00
0.00
0.00
0.00
Petitioner after a proper search haL- ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
1704 LOCUST STREET
JOAN M. CORDES ICKlER SISTER NEW CUMBERLA PA 17070
18 TITICUS MOUNTAIN ROAD
BONNIE J. CORDES SCAHILL SISTER NEW FAIRFIELD CT 06810
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
~
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AN M. CORDES ICKLER
1704 lOCUST STREET
NEW CUMBERLAND PA 17070
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TH OF PENNSYL VANIA
COUNTY OF CUMBERLAND
} ss
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 ofpetitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or afffidl and subscribed {
~m:_this _J ~r'
j.1t; c;:tJj;;d1fA,)VL 'u h '(I
Regmer-Ly. U..
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Estate of WILLIAM H. CORDES
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW .~ 6ft'!. /.1, JOQ;., , in con,ide,"tion of the petition on ..
the reverse side hereot,.satisfactory proof having been presented before me,
IT IS DECREED that JOAN M. CORDES ICKLER
is/are entitled to Letters of Administration, and in accord with such finding, Letters of Administr~tion
are hereby granted to
JOAN M. CORDES ICKLER
in the estate of WILLIAM H. CORDES
FEES
Letters of Administration. . . $ 90. o-V
Short Certi ficates ( )...... $ /;;) 0 D
R .. $ 500
enunciatIOn. . . . . "3'i//1I-0$ 1<;;.' () D
JOT AL _ $ /J-;)- 00
Filed. . . . Lf/.?J/f? {". . .. A.D.
ATTORNEY (Sup. Ct. J.D. No.)
414 BRIDGE STREET
NEW CUMBERLAND PA 17070
ADDRESS
717-774-7435
PHONE
~
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/~uj
RENUNCIATION
Estate of WILLIAM H. CORDES
No.
~ \- D~ -33 \ ol...{.,4k>
also known as
, Deceased
The undersigned,BONNIE JOSEPHINE CORDES SCAHILL, SISTER
(Relationship) (Capacity)
of
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters OF ADMINISTRATION
Witness
M7
be issued to JOAN M. CORDES ICKLER
hand this lob- day of ~ / , 2006 .
~~~~~
BONNIE JOSEPHINE CORDES SCAHill
18 TITICUS MOUNTAIN RD., NEW FAIRFIELD, CT 06810
(Address)
(Signature)
(Address)
(Signature)
(Address)
(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
RW-3
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: WILLIAM H. CORDES
Date of Death: 3/16/2006
Will No. 2001-00646
Admin. No. 21-01-0646
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules wa~
served on or mailed to the following beneficiaries of the above-captioned estate on ;17?t Y I(f. ...)Q' fe,
I
Name
Address
1704 LOCUST STREET
NEW CUMBERLAND
18 TITICUS MOUNTAIN ROAD
NEW FAIRFIELD
PA 17070
JOAN M. CORDES ICKLER
BONNIE JOSEPHINE CORDES SCAHILL
CT 06810
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date:
./l1(>~1 /(;::,. ~) &
j r
-~~)
Signature
Name: GERALD J. SHEKLETSKI
Address: 414 BRIDGE STREET
NEW CUMBERLAND
PA 17070
Telephone(717) -7747435
x
Personal Representative
Counsel for Personal
Representative
Capacity:
"7 .' .
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\; '~'r'o'll'il ,)[ "~/'j"::'-,.. C f= F'Ef"Jf'JSY'L\/ A,r-JIA
D \:r ,^ :-''''''~' C~ IT (',C PC', /;:f\11 Ii:
T.A>< ES
17112-0601
REV-1162 EX(11-96i
C~.ECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
CORDES ICI<LER JOAN M
1704 LOl:UST STREET
NEW CUMBERLAND, PA 17070
: EST A TE INFORMATION: SSN: 142-36-4107
i
I 2101-0646
I FILE NUMBER:
I DECEDENT NAME: CORDES WilLIAM H
,DATE OF PAYMENT: 06/15/2006
,
i POSTMARK DATE: 06/15/2006
I
i COUNTY: CUMBERLAND
i 03/16/2006
I DATE OF DEATH:
I
NO. CD 006836
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $75,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$75,000.00
REMARI<S: JOAN M CORDES
CHECI(# 3
INITIALS: CM
SEAL
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
IN THE OFFICE OF THE REGISTER OF WillS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of WilLIAM H. CORDES
No.21
01
0646
also known as
Date of Death 3/16/2006
Social Security No. 142-36-4107
, Deceased
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside 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.
Personal Representative:
Name of
Attorney Gerald J. Shekletski, Esq.
I.D. No. 40486
f' ')/&" 1:;/7
W~ 'tl - ? I-eL-/ (, -'[.Z.L~
,I ,
Address 414 Brid~e St., P.O. Box E
New Cumberland
Dated 08/28/2006
Joan M. Cordes Ickier, Administratrix
PA 17070
Telephone: (717) 774-7435
Description
Value
PERSONAL PROPERTY
1. PNC Advisors Guardianship Account #35-43-101-8750463
2. Beverly Health and Rehab Services, Inc. Refund Check
("")
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REAL ESTATE
NONE
Total
(Attach Additional Sheets if necessary)
741,510.76
t-..:>
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741,528.61
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
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT 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
SHEKLETSKI GERALD J ESQUIRE
STONE LAFA VER & SHEI<LETSKI
414 BRIDGE ST PO BOX E
NEW CUMBERLAND, PA 17070
~u____~ fold
ESTATE INFORMATION: SSN: 142-36-4107
FILE NUMBER: 2101-0646
DECEDENT NAME: CORDES WILLIAM H
DATE OF PAYMENT: 09/06/2006
POSTMARK DATE: 09/06/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 03/16/2006
NO. CD 007174
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,731.92
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$4,731.92
REMARI<S:
CHECI<# 101
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1SG0 EX + 16-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CF:IC,i.,:" L.;2C UJLY
FILE NUMBER
2 -0 0 6 4 6
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DECEDENT'S NAME ILAST. FIRST. AND MIDDLE INITIA.L)
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Cordes, William H.
DATE OF DEATH IWA-CD-Year)
DATE OF BIRTH i~,IM-CD-Year!
SOCIAL SECLRITY NUI,IBER
42- 3 6 - 4
o 7
03/16/2006
07/07/1945
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
IIF APPLICABLE) SUR'jlvING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
SOCIAL SECURITY NUI,IBER
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[RJ 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate IAtlacrcopyof'N1I,)
D 9. Litigation Proceeds Received
D 2 Supplemental Return
D 4a. Future Interest Compromise ,date cf death after 1;.1;.82)
D 7. Decedent Maintained a Living Trust (Attach:o;y 01 Trust'
D 10. Spousal Poverty Credit ,dale cf ,jeath telNeen ,;.31.91 and 1.1.95)
D 3. Remarnder Return dale cfdeath ;e,er te t2.'3.';:
D 5. Federal Estate Tax Return Required
Q.. 8. Total Number of Safe DepOSit Boxes
D 11. Election to tax under See 9113(A) IAttaer Soh:
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THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Gerald J. Shekletski, Es . 414 Bridge St.
FIRM NAME (If Applicable)
Stone LaFaver & Shekletski
TELEPHONE NUMBER
717 774-7435
P.O. Box E
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New Cumberland, PA 17070
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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~5 Amc:J~t of Line 14 taxat!e at the spousal tax
rate. cr transfers under Sec. 9116 la)i12)
0.00 X
0.00 X
697,326.40 X
0.00 X
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
~--;; ::::QFFICI,(]f'\JSE ONLV''-)
en ;;:-;:;; , ''', (=')
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2. Stocks and Bonds (Schedule B)
~6 ,~'1'tcunt -cf Line 14 taxat!e at lineal rate
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
741,528.61
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5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(7)
741,528.61
(6)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
44,202.21
10. Debts of Decedent Mortgage Liabilities. & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
(8)
17 ,;;mcunt of Lre 14 taxa tie at Sibling rate
1 ^
L
12 Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax i line 12 minus ltne 13)
(11)
(12)
(13)
44,202.21
697,326.40
(14)
697,326.40
.~
10
: 15) 0.00
116' 0.00
17' 83,679.17
I 'i 2:i 0.00
'.- 83.679.17
"
18. .';,llcunt:f Lre 14 taxatie at :cllateral rate
;:0. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
.......... DC C!IIDt: Tn A"I~\AICD AI I /'"\11I::~Tln"IQl n... De\/CDCe cine At-In DCf""'UC("'1J" 1l"^TU "....
'9 Tax Due
o
d t' C
I t Add
ece en s om pIe e ress:
STREET ADDRESS
700 Poplar Road
CITY I STATE I ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
83,679.17
75,000.00
3,947.25
Total Credits ( A + B + C )
(2)
78,947.25
3. Interest/Penalty If applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 + 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 Line 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)
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
4,731.92
4,731.92
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 [Xl
b. retain the right to designate who shall use the property transferred or its income; ....................................... 0 [Xl
c. retain a reversionary interest; or ...................................................................................................... 0 [Xl
d. receive the promise for life of either payments, benefits or care? .............. ................... ............................ 0 [Xl
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 [Xl
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 [Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................... 0 [Xl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalt'es of perjury. I deolare that I have examined this return, including accompanYing schedules and statements, and to the best of my knowledge and bel,ef. ,I,s true, correct and complete.
Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge.
DATE .
1:3 /,)-9/o'{;>
SIGN
PA 17070
I DAT~_ '
elvl fJ/c'~
ADCRESS
Gerald J. 8 e ski, Esq.
414 Bridqe 8t., P.O. Box E, New Cumberland
PA 17070
For dates of death cn or after July 1 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse IS 3%
[72 PS 99116 la) 11.1) (i)].
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 C' , [72 PS S9116 la) (1.1;
The statute dees not exempt a transfer to a surviving spouse frem tax. and the statutor; requirements fcr disclesure of assets and filing a tax return are stili applicable ever, If
the surviVing spouse is the only beneficiary.
For dates cf death en or after July 1. 2000
The tax rate imposed cn the net value of transfers frcm a deceased child t'Nenty-cne years cf age or younger at ,death to cr fer 'he 'use cf a natural parent. a~ adcptive parent
cr a stepparent d the child is C~, [72 PS 99116,a:1I 12;].
The tax rate Impcsed on the net value of transfers to or for the use cf the decedent's lineal beneficiaries is 4.5',. except as noted In ;-2 PS 99116(12) [;-2 PS S911c'.a',\ 1 \)
The tax rate Impcsed on the net value of transfers to or for the use of tr,e decedent's Siblings is 12~, [72 PS 99116(a)( 1.3)]. A sibling IS defined. under Section 9102. as an
_l,.._ 1-__ _'" 1___.. _'-_ _____J.;_ ______ ...:..1,.. 1.1..._ ....l___..J__.. ...1-_"'1-....1-.. 1..1........1 .... _......._.&.;--
~'/;:'Llt...
. < i~
REV-1162 EX' 1196.
~C='/:=:::: FPGr,l
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
::>=~=: ES iC/<lER JOAN M
, 7:=c+ ~(J~UST STREET
;.;.:=':/ C:Ufv:BERlAND, PA 17070
---
ES"Ti~ TE i~~FORMA TION: SSN: 142-36-4107
CI. C ~~ U f'v1 BE R : 2101-0646
I "_l_
'=,=(:EDE~jT ~lAME: CORDES WilLIAM H
CA-cE OF FA'd,lENT: 06/15/2006
POSTj\lA F,K DATE: 06/1 5/2006
: COUNTY: CUMBERLAND
;........,' TC CF OE/~,TH: 03/16/2006
,-'. -; , '-
-.- --
NO. CD 006836
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $75,000.00 i
I :
I
I
I !
I I
I
I ,
I
I
I
I !
I
I !
I !
TOTAL AMOUNT PAID:
;~E'/:ARi<S: JOAN M CORDES
-= H E C !( ti 3
INITIALS: CM
RECEIVED BY:
T,L,XPA YER
$75,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
REV-15G8 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Cordes. William H.
FILE NUMBER
21 01
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0646
ITEM
NUMBER
1.
DESCRIPTION
PNC Advisors Guardianship Account #35-43-101-8750463
VALUE AT DATE
OF DEATH
741,510.76
2
Beverly Health and Rehab Services, Inc. Refund Check
17.85
TOTAL (Also enter on line 5. Recapitulation) $
741,528.61
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J ur..j- .L:;- C:UUb .L b ; ~lJ
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215 585 8730
P.01/02
o PNCADVlSORS
FAX
ITO
PHONE
DATE
FROM
PHONE
,
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I ~~....-~::,~ /(OS:- FAX 215-585-8730
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A me~er o~ Th~ PNC F~nancial Services ~ro~p
One ?NC I?laza
249 Fifth Avenue
P:;.ttsb~rgh
?enr.sylV<lm..a
:5222
2707
www_oncadv~sor~_com
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REV-1511 EX + 112-99)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Cordes. William H.
FILE NUMBER
21
01
0646
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Parthemore Funeral Home & Cremation Services, Inc. 2,974.43
1303 Bridge St., New Cumberland, PA 17070
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Gerald J. Shekletski, Esq. 27,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Letters of Administration 122.00
5. Accountant's Fees
6. T ax Return Preparer's Fees
- Patriot News - Legal Advertising 116.67
8 Cumberland Law Journal - Legal Advertising 75.00
9 PNC Advisors - Fee to Terminate Guardianship 10,000.00
10 Quantum Imaging 14400
11 Register of Wills - Additional Probate Fee 420.00
12 Overnight Mail Fees 4000
13 Register of Wills - Exemplified Record 48.00
14 South Central EMS 2.000.00
15 EKG Associates 34.47
16 Advanced Recovery Systems 14364
17 Vital Records - Death Certificates 54.00
18 Register of Wills - Personal Inventory Filing Fee 15.00
TOTAL (Aiso enter on line 9. Recapitulation) $ 44,202.21
Ilf more space is needed. Insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Cordes, William H.
Decedent's Name
Page 1
21 01 0646
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NU~,1BER
DESCRIPTION
AMOUNT
19
20
Register of Wills - Inheritance Tax Return Filing Fee
Reserve for Closing Expenses
15.00
500.00
SUBTOTAL SCHEDULE H-B?
515.00
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NW,lBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
See, 9116 (a) (1.2)]
1, Joan M. Cordes Ickier Sibling 1/2 of Residue
1704 Locust St.
New Cumberland, PA 17070
2. Bonnie Josephine Cordes Scahill Sibling 1/ 2 of Residue
18 Titicus Mountain Road
New Fairfield, CT 06810
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 II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Cordes William H
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21 01
0646
(If more space IS needed, insert additional sheets of the same size)
10-17-2006
CORDES
03-16-2006
21 01-0646
CUMBERLAND
101
APPEAL DATE: 12-16-2006
( See reverse side under Objections)
Amount Remitted I I
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 4-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILLIAM H FILE NO. 21 01-0646 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
C"~~ ,r
COMMONWEALTH OF PENNSYLVANIA
. ~D~F,'ARTMENT OF REVENUE
,-:[i :. -iitotIh OF INHERITANCE TAX
.-APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
,.., rl
LL
'.-'. \ 0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
::~ ,.;
,
GERALD J SHEKLETSKIC~SQ
STONE ETAL
PO BOX E
NEW CUMBERLAND
PA 17070
ESTATE OF
CORDES
REV-1547 EX AFP (06-05)
WILLIAM
H
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-17-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
741.528.61
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitab1e/Governnenta1 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
44,202.21
.00
(11)
(12)
(13)
(14)
NOTE: I~ an assessment was issued previOUSly, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
741,528.61
44.202 n
697,326.40
.00
697,326.40
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.OOXOO=
.00 X 045 =
697,326.40 X 12 =
.00 X 15 =
(19)=
DATE
06-15-2006
09-06-2006
+
INTEREST/PEN PAID (-)
3,947.37
.00
AMOUNT PAID
75,000.00
4,731.92
NUMBER
CD006836
CDO 07174
INTEREST IS CHARGED THROUGH 11-01-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
83,679.17
.00
83,679.17
83,679.29
.12CR
.00
.12CR
( 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.) ~
est\rel\l-releasesinglespace
IN RE: ESTATE OF WILLIAM H. CORDES
LATE OF EAST PENNSBORO
TOWNSHIP, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0646
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
STATE OF CONNECTICUT ~~ .
- /J . SS:~r;;-~{
COUNTY OF -;:;;;rrf7bfd- ..==:
- (/~1
On this, the 0&,,1 day of ~W -:S~b06~ befor-~
me a Notary Public, the undersigned officer, persona~_~:i~ appe~ed -:
BONNIE JOSEPHINE CORDES SCAHILL, known to me (or sat~Bfactor&iY
proven) to be the person whose name is subscribed to the witHln
instrument and acknowledged that she executed the same for the pur-
poses therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and
and year first above written.
KNOW ALL MEN BY THESE PRESENTS, that I, BONNIE JOSEPHINE CORDES
SCAHILL, being one of the beneficiaries under the estate of WILLIAM H.
CORDES, do hereby acknowledge that I have received all sums of money
and property due me by virtue of the death of WILLIAM H. CORDES, in
full satisfaction and settlement of all of my rights and claims under
his estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, BONNIE JOSEPHINE CORDES SCAHILL, do by these
presents, remise, release, quitclaim and forever discharge the
Administratrix, her heirs, successors and assigns, from the acts of
the Administratrix as aforesaid, and of and from all actions, suits,
payments, accounts, reckonings, claims, and demands whatsoever, for or
by reason thereof, or any other act, matter, cause or thing whatsoev-
er, and I do hereby consent to the discharge of the said
Administratrix.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
~ day of S €>f3 }.gn:.,[ 6c:J-uher, 2006.
--JQmuQ JO'ruuj xJ1..~~~
Wi tness JQ~€-J0(vZ:;' BONNIE J EPHINE CORDES s.cAHILL
o :5
c~ S3 :;:
~ -0 rr;
"- : ~~ c:J
'v.....
est\rel\l-releasesinglespace
IN RE: ESTATE OF WILLIAM H. CORDES
LATE OF EAST PENNSBORO
TOWNsHIP, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0646
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, JOAN M. CORDES ICKLER,
being one of the beneficiaries under the estate of WILLIAM H. CORDES,
do hereby acknowledge that I have received all sums of money and
property due me by virtue of the death of WILLIAM H. CORDES, in full
satisfaction and settlement of all of my rights and claims under his
estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, JOAN M. CORDES ICKLER, do by these presents,
remise, release, quitclaim and forever discharge the Administratrix,
her heirs, successors and assigns, from the acts of the Administratrix
as aforesaid, and of and from all actions, suits, payments, accounts,
reckonings, claims, and demands whatsoever, for or by reason thereof,
or any other act, matter, cause or thing whatsoever, and I do hereby
consent to the discharge of the said Administratrix.
/-3
IN WITNESS WH~~OFr I have
da y 0 f Lh:t-ttlUJ/
hereunto set my hand and seal the
, 2006.
-fiii<<~, (LLf~ ~..1fk/
J M. CORDES ICKLER
Witness
COMMONWEALTH OF PENNSYLVANIA:
o ~
COUNTY OF CUMBERLAND: ~g ~
On this, the /3A day of ~ }~OO6,Gief6re .
me a Notary Public, the undersigned officer, personallr~~eated ,JOAN
M. CORDES ICKLER, known to me (or satisfactorily provEm9~J(:to be the ,.:.'
person whose name is subscribed to the wi thin instrumeiit:'-I:ind ?;cknow.l<.
edged that she executed the same for the purposes the~~1in co~ained?
IN WITNESS WHEREOF, I have hereunto set my hand a- seadn eday
and year first above written.
SS:
Notary Public
v-
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
GERALD J. SHEKLETSKI, Notary Public
New Cumberland Bora. Cumberland Co.
Commission Expires Nov. 9. 2006
STATUS REPORT UNDER RULE 6.12
Name of Decedent: WILLIAM H. CORDES
Date of Death: March 16, 2006
Will No. 21-01-0646
To the Register:
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:
l.
Yes ~
State whether administration of the estate lS complete:
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 No X
(b) The separate Orphans' Court No. (i f any) for the
personal representative's account is: N/A
(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 ma be attached to this
report.
///7 he-e)7
Date:
Gerald.~~ekletski, Esquire
414 Brldge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Repre~ntativ~~
_._~. {-.-."
,9
Counsel for PergOO~ . '.
Representa ti ve , "
X
~;~
en
0,
\.
~
0PNCAuVlSORS
August 2, 2001
William H. Cordes GIl #35-43-101-8750463
Carol M. Pugh, Paralegal
Milspaw & Beshore
130 State Street
P.O. Box 946
Harrisburg, P A 17108-0946
717-236-0781
Dear Ms. Pugh:
Your letter of July 9, 2001 addressed to Joan A. Ziegler, Trust Officer, has been given to me for
reply. Ms. Ziegler will be retiring from PNC Bank in August and, therefore, Mr. Cordes' account
has been reassigned.
~ Enclosed are statements of transactions of the Guardianship covering the period February 28, 2000 to
June 30, 2001 showing receipts and disbursements. The account holdings represent the investment
portfolio, market value as of August 2, 2001 at $606,000.
As Guardian, the Bank receives monthly VA pension amounting to $2,359. Mr. Cordes receives
$1,000 monthly and in addition, the Bank pays for Mr. Cordes' personal care respite at Santiago's.
Gross annual income approximates $16,000 from assets of the Guardianship.
Upon review of our records, we do not have a recent Court Order evidencing our appointment as
Guardian. The information contained in the file is the same as Ms. Ziegler provided previously which
is being returned.
Sincerely,
c(J,~ J2/~
D. Dolores DiSante
Assistant Vice President
(215) 585-4786
DDD/dr
Enclosure
A54
cc: Mrs. Joan Ickier
A member of The PNC Financial Services Group
1600 Market Street Philadelphia Pennsylvania 19103
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07/19/01 THlT 10:10 FAX 2360791
SP 4-131 (MIll)
C:<) - 0/ - ~tfb
NOTIFICATION OF MENTAL HEALTH COMMITMENT
MILSPAW & BESHORE
l::OIllMotMEA1.TH OS: PEliCNS'(LV~
~003
The Unl\'llm'lFllcannsAel 1q p" e.S.131D5 (1:)(-41 ~ tl'Iatitsllallbe\,ll'1ll,Ml\llroranypelSCJt~lIllan IncI:ImpeIentQrww/'lohlas beeninUgjunwlly=mm1tle.q 10:1 Jl1cn18J
ina~ rar inpalient c:aro and ltealtnentunderSGd!Qn 302, 303. ;r:'l04 ~rllltl Mentall1eaIIn PIQ:8ClU"" Aa.ofJmy9. 197e LP....fl'7. No, 143) ID~. UGCl,l1II1nl.lt.ldurll
=nll'al. 3d! r:r nnsler 1Inl:itms. ThIs WllIlId Inr:lude ~ r::f inClpoRty D',II5U8Ilt tD 20 PaC,SA 6SS01. Pl.nuant to fie PBl'l"'YlIIBnia Menial Heallh P1DI8!urcs Ac:. Secdc~
1D9, ~ ~ bI: ~~ lhe P~ia Slide Poll~ by lhl!lJudge. mental neahI'I ~ oI'licarar c:DuI'lly ITlIInQllIaallh and mental RlIatdaliDII adn'llni~ Wi'lIlIn
Se:veN Qay&~' lI\a ~1Idk:aIiOl\. mrnmiltncnt (Jt lI'eaIIMnt tit fillil cIa.N 1I1lI111II1tIe PennsJ'IYlIn.. Slate PoIl~. AlIBnllaA: Firearm UIlIt, 18Ol1 am.nDn Avenuo. iian1s~
PA 1711D. NOTE: 11\. .1fVV'opD sllall lie ma~od l4CONfIDENTIAL." .
Pla~ an "X; 01'1 $lth!!r InvolulIl.ary Commitment Clr A~udicated Incompersnt
INVOLUNTARY COMMITMENT
ADJUDICATED INCOMPETENT
Dat~ of In"QjuntaJy Commitmcln or AdJudiearei:llnc:ompetent
INDIVIDUAL INFORMA T~ON (lNDIIIIDUAL INVOLUNTARILY COMMITTED OR ADJUql~ATED INCOMPETENT)
LAST NAMe
CORDES
FIRST WILT, T AM
MIDDLE
HERBERT
JR.. ETC.
n/a MAIDeN MA.ME
July 7, 1945
n/a
AUAS
n/a
142-36-4107
DA l'E OF ElIR"'"
SOc;.tAl SECURI'IY NUMBeR
SEX Ma Ie
~CE! CaucasianHElGHT5 110.
WEIGHT
140
HAIR blono i so EYES
very t:.\11n
17070
blue
ADDRESS
1704 Locust street, New Cumberland, PA
NOTIFICA liON BY (Please print nam", address. area c::gde. and pllc"$ number of agenc:y or caunty Cl:II.IIt.)
County Submitting NolificaJ:ion
County Mental Health and MenlBl Retlilrdetlon Administrator
Call11!;Y Mental Health Review Oftic:gr
Ph~sician .
H03pitall Faciily PI'D"irlin9 Treatment' Address
Judge
SIGNATURE OF NOllFYING ClFFlCIAL
OATE
CQuJt Caso NUmber
Cate of court Order
.:b4.~.bc:L_J,_.lol."'"""nn~~ __...___..___ n_
l.~ ..__
J. .~~
_J..td.,I,.L~~n~
----~..,....
NOTIFICATION OF PHYSICJAN"S DETERMINA nON THAT NO SEVERE MENTAL DISABILITY EXISTS
The ph~ shan prolrld'a ~ C1a~lion or lha cfds/'mIna~ d II'lC 1a.cJc c1 ~ menl<ll Ol=ebility fallollVlng \he; 1nI11aJ em.minall~11 under SeeQon 3a2(~) Qf ~e Menial Heallh
~ Ad and pur.luanltD .... Urirorm rg-ea/'ll'G: Act. Secsion 6111.1 (11)(3). !\Iallal 6I\a1l be VaMrnln= D'I Ifte p/tr3lcl," Ib !he P~ni=l S!aIB PofJCe tnmuClh flU: c:cunI)'
"'l:ntalllealth ,,,d mernal reta~t1an lI11l'llln1511'alor ar menllll heolt/'l telIiew QlIicler.
Narne af Ph)'t:iClillln (Please priPt.)
SignatlJll:? 01 Ph)'sician
Dall!:
08/02/01 TBlT 14:08 FAX 2360791
MILSPAW & BESHORE
III 003
u
MILSPAW &BESHORF.
AITORNEYSATLAW
130 STATE STIU:J:."
P.O. BOX 946
HARRlSBURG, l'A 17IOS..0946
LtITHElt F_ M n m>A W. JlL
MARVIN BIiSHORE
717-23'-0781
FAX ,t7-2J6-O'19I
Imllspaw@nlb!awfir1Jl.com
August 2, 2001
DearJ
.
The Honorable George E. Huffer
Orphans' Court of Cumberland County
One Courthouse Square
Carlisle, P A 17013-33
~
The undersigned rep er N- and Joan C- IckIer, Petitioners in the proceeding to
have William Herbert Cordes declared on incapaJ:;itated person. Pursuant to the requirements of
Section 5511(a) (2) of the Probate, Estate and Fiduciaries Code, this letter is formal noti~p. that
couu:sd has not been retained to represent the alleged incapacitated person.
It is not anticipated that this proceedin.g will be contested_ The Petitioners are the sister and
brother-in-law of the alleged in(.apaejtatt:d. The father of the alleged incapacitated is deceased and
his mother has severe Alzheimer's Disease. The alleged incapacitated ha.1;! Onp. other sister who lives
in ConnectIcut. Although she has much love for her brother, she is grateful that Mrs. Iclder and her
husband are willing to continue the care they ha.ve provided fur him over the years. Uiven the
situation, I do not feel that counsel is needed to represent the alleged incapacitated person.
Sincerely Vours,
LEM:cmp
10-17-2006
CORDES
03-16-2006
21 01-0646
CUMBERLAND
101
APPEAL DATE: 12-16-2006
( See reverse side under Objections)
Amount Remitted I I
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-EX-AFP-C03:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILLIAM H FILE NO. 21 01-0646 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEP~RTMENT OF REVENUE
.....- r~
I'C,-cF,q\ C;+fj&ticE OF INHERITANCE TAX
-, t -AP~ISEMENT. ALLOWANCE OR DISALLOWANCE
, ,Of DEDUCTIONS AND ASSESSMENT OF TAX
"Lfi"Z,
1.'0"
'j"'), 0'
.:,- w' \
: 10
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
GERALD J SHEKLETSKI (lSQ-
STONE ETAL
PO BOX E
NEW CUMBERLAND
PA 17070
ESTATE OF
CORDES
'*
REV-1547 EX AFP [06-05)
WILLIAM
H
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-17-2006
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:
15. Amount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. PrinCipal Tax Due
TAX CR D TS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
741.528.61
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
44,202.21
.00
Ul)
(2)
(3)
(14)
NOTE:
.00 X
.00 X
697,326.40 X
.00 X
00 =
045 =
12 =
15 =
+
AMOUNT PAID
75,000.00
4,731.92
DATE
06-15-2006
09-06-2006
NUMBER
CD006836
CD007174
INTEREST/PEN PAID (-)
3,947.37
.00
INTEREST IS CHARGED THROUGH 11-01-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay.ent.
741,528.61
44.202 21
697,326.40
.00
697,326.40
(9)=
.00
.00
83,679.17
.00
83,679.17
83.679.29
.12CR
.00
.12CR
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 Dcc....n 0::1=1= RFUI'RSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '-'