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Home My WebLink About94-00993 ;'r .;;,,:I~~\;r'\ . ~",~~~" ,.p .,p / -"~" .";-:,;;;;;',-~,':r}'._> "';".' " -,; ,~ ";-'>\ - :~ ')~-;;~~:';' ".'f f:'~~~':-~~'fJk-~~~~{B~ . j - (h-,J,> -''''''".'.,~.,;b~~~'l'k ~J~~ . -\ :~~., '~?)!~ :-~: :!,:;:, J~ ;:;;\~;~\'ttt;~~\~ :: ,i:f~\\,..~ ""', '!j:~ '. .v.., '.,','0- ,., , . , " ' ..' . ~ PETITION FOR PROBATE and GRANT OF LETTERS d/~ 'I'd ~ 113 Estate 01 a/so known as Virdnia D. Ilaupt No. To: Regl,ler of Wills for Ihe Deceased. County of Cumberland In the Soe/a/ Seeur")' No. 185-01-3486 Commonweallh of Pennsylvania The petlllon of Ihe undersigned respeelfully represenls that: Your pelllloner(x), who Is/lIDe 18 years of age or older an the execUI or In the laS! will of Ihe above decedent. doled AUauRt 16 and codlcll(s) dOled None Executor named in Will - James E. Ilaupt. DOS oed away on July 5. 1992 named , 19.11.2.- (Ilate relevant clrcumslances, e... renunciation. death or eltetutor I elc.) Deeendent was domiciled at death In Cumberland County. Pennsylvania. with ~ er last family or principal residence at 18 South Penn Street. Boroullh of 1:;.hipp"nRhlll"Rr r.llmh",.lAn~ r.nllnt-y. 'PA (Ii1II1rCCI, number and munclpalll)') Decendenl.lhen 77 years of age, died Novemberli .19 94 at Leader Nursinll Ilome. Chambereburll. Franklin County. PA . Except as follows. decedent did not marry, was not divorced and did not have a child born or adopted after execullon of the will offered for probate; was not the vicllm of a killing and was never adJudicaled Incompelenl: None Deeendent 01 dealh owned property with estimated values as follows: (If domiciled In Po.) All personal properly (If not domiciled In Po.) Personal properlY In Pennsylvania (If not domiciled In Pa.) Personal properly In County Value of real estate In Pennsylvania situated as follows: South Penn Street. Boroullh of ShiooenaburR. Cumberland County. PA $ 50.000.00 $ $ $ 100.000.00 WHEREFORE. petltloner(s) respectfully requesl(s) the probate of Ihe last will and codlcll(s) presented herewith and the grant of lellers teAtamentary (Inlumenlary; odmlnbtrotion c.t.a.; admlnlstralion d.b.n.c.t.8.) theron, ,.----- 4- / ~?~ 217 North Church Street Sali"burv. NC 28144 I~ H -g'o I iii OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } as COUNTY OF CUMIIERLAND The pelltloner(s) above.named swear(s) or arnrm(s) that the slatemenls In the foregoing petition are true and correct to the best of the knowledge and beJI. f petltloner(s) and that as personal represen- tatlve(s) of the above decedent pelltloner(s) wlll.well a truly a~.~r t~e eslate pce.:rdlng law. Sworn 10 or arnrmed nnd subscribed :0<-.- .~ c.. ~ before me this 3RD day of , Jn eB lauot.Jr. ," g' 19 -: Am,. ! Reglsler '4 :::. ., ~ No 21 - 94 - 993 . Estate of Virginin D. lIaupt , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW NOVEMBER 2~. 19.1L.., In consideration of the petition on the reverse .Ide hereof, .atl.factory proof havlna been pre.ented before me. IT IS DECREED that the In.trument(.) dated AUlluat 16, 1989 described therein be admitted 10 probate and filed of record as the last will of Virllinia D. Haupt and Lellers teatamentnrv are herebygranled to Jamee E. Haupt. Jr. Will Book N Page 1q1L~ @ ~~A) M. Om B:tD fkL R,,'ller of Will. '1/- tf FEES Probate. Lellers, Etc. ......... $ Shorl Certlficates( 2j ..... . . . .. $ Renunciation ................ S X-Pages $ 12.00 JCP ~.UO TOTAL - $ ?58 eo NOVEMBER 3. 1994 - . Flied ...... ....... .............. ... ..... 235.00 6.00 David P. Perkins. Esquire 0 34342 ATIORNBY tSup. Ct. 1.0. No.) HARK, WEIGLE AND PERKINS 126 Enst Kinll Street ADDRESS Shippenaburg, PA 17257 (7171 532-7388 PHONB _. ,'r' (0' , ."'-, I "'.... ,':-:? ; ~ I u: ;7,' , ,':~ ::; UU Letters and order put in attorney file in Prothy. on 11-25-94. Illll''''''IlI'''''' This i.'l to u.'rdf) dHlf lilt. illlol"lll.lliol1 hl'll' ~i\"l'1l IS lf/lln II}" 1111'11'" 1111111 ,Ill tlri~ill.tl n'nifil'illl' III "t'.II11 ,!Llly Wc.d Wilt. fill' .IS I.ufal Ht'gistfilr. Till' OIj.~illlll H'njJil;t1l' will hi' Itll'\\Hdl.d fHlhe Sl.lIc' Vh,11 Ht:'(lIrd'i ()(fitl' 100I'l'IlIl;IIH'11lIillll~ WARNING: It I. lIIogal to dupllcato thl. copy by photo.tat or photograph. Ft.c (or Ihi.. ll'ftifk,lIC, S2.0U 2666366 -------- -_.. ---------. No, ITEI/111 .:J Slf",q/~ /(6i1P,' / t ,')-, ~ /- S'IJ'& )11./30 ;I-;J,,).. - 'If ....,." COIUIQNWIALtH OJ' PIHHI'fUaMA. DIN"T"INT OP "'ALT". 'IITAL 'U:CO"OI CERTIFICATE OF DEATH ..,..,- ~ /05 _ 01 _3416 o--.orOl.._...._. .. Nov. " 1994 - - " - ~----~- -no,_, -.'_c..--..' hlpp.tI.\bu~9.PA _0 '_0 ...0 ='10 "--0 :="0 <n ... Lood... "'UIIHng , R.h4bU/..t4Uon wlta. .- - -- --- ~~.....~~ ,'-" ~ 7/-- G.v;t ::::"?"OM.~:;. 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' , .,' "':" . )~~\,\d;; ',:"r3~~ i" ,,' ' ;~;~r · "';,~F~~'/:"', ' ,,., ...", ,., . .',. :.':. .', ",'" 'c 'C', P' ,., '. ,". .:"'.: , . :".,:".,;. . ":'. E,' , . '\: '.: ;", :, ,.' '. . ','. , . :' . , ' , ,\ .v" , ';'::Tq~,., :,. ,",," " " ':. ':/:., ',' .' ,'.', ..,': ,..::;:,,\'~:':':' ",~: ""-;; "'-'" ....'; ','r;;';';.,:~'::; ':"7:':: ;' ~,.:. ". "',::C:: ~.,,:,,:':"'.. :".,;',. .',,<':; ,', . :?, , , - . . . :"'<;: :::/.::,.,-,:;,.~,~ :-, '.', ".':" '....." :. ." <'>:, ,c,.',;; <' "_,' '.. ':" . ,">;' . ".",;':',:' .. ,,:' ,0', .:'.' ;i......:, .'..'. ,'e . : '. ::".',',; . ". " ," ., "; ~';;: ':: .i',:.:,:,,\ ';': "'. ;', :: ;,." . .,:' " ,", ',' :.: L:.:,'. ':, ' : . '~.:' ',' ,;,,' '", '.:' . ,:: . ' , ;; ,:' '" :i':;,;. '.,,, , ,", , ' " ' ; ""'. .,",., . ,',,: " '".:,:," ",';.' ;,:,', , ....,,; ::..:1"::,;,," ..,' ...",' ';:,~ ";>'; ...' :<:':,' ,':,,::,',',:i,"""'" ";:.;,"':-:,;," ,'. '.',,'<>...,.::,', ::.::,,: ',. f, e, " ~~i'l''-'' ~" .'i;, ,,}ell:. . ~ ,,:i <(;. ;,::. iN" ~,;~'~~t , .' ;:',,:.; "::'C"-, ,,',h V' ':\1>. : '.". ."""':. ,.,;\." ,. ,,";':;' ............ ". /,:.'....~); '\ ,',.'.';'" . ... ' . """,. ';' 'lc.. cc ',;-:' ,....' ..',',.. ',-...,.'. .... ' '; c., .,; . ','.: " " ".,.:, . ("",',.: .'_'~'" ..::. . ,,,,,.,, ,.,-,,-..:..>,:,-.,.......;.. ':'".'", ;".".,;::,:..,';.' -",'.,-:, .. , ,""', '. .,' ., .. ,... ',-,' ." . . , , 'c":'., ::." :; , i .\ '\'.. . . ::: :: "'. : C4,;j,,- ;cc:':""". :.:n:;;j; .ri.. ':.-;.~-< <, :.'. '., .,'-:' . .":; '. ". , LAST WILL AND TESTAMENT I, VIRGINIA D. HAUPT, of 18 South Penn Street, the Borough of Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory snd diapoaition, do hereby make, publish and declare this my Last Will and Teatament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. 1 order and direct the payment of all my just debts and funeral expenses aa aoon aa may be convenient after my decease. SECOND. 1 give, deviae and bequeath all my estate, whataoever and wheresoever situate, to my beloved absolutely. real, personal and mixed, huaband. JAMES E. HAUPT, ~. In the event my said huaband ahould predecease me or is not living on the aixtieth (60th) day following my death, 1 then give, deviae and bequeath my add estate to my son, JAMES E. HAUPT, JR. FOURTH. In the further event that my said son ahould predecease me Dr is not living on the sixtieth (60th) day following my death. I then give, devise and bequeath all of the rest and residue of my estate, real, personal and mixed, whatsoever and wheresoever situate. in equal aharea, to my grandchildren, JENNIFER LYNN HAUPT, LEANNE CHRISTINE HAUPT, and CARRIE ALLISON HAUPT, on a per stirpes diatribution basis. !:!!!!!. In the event that any beneficiary of this my Last Will and Testament is under the age of eighteen (18) years, I then give and bequeath said beneficiary's \ j · '\S- \() \" ,L ,,"", MARK. WEIGLE AND PERKINS - ATTORNEVS AT LAW - 115 EAST KINO STREET.. SHIPPENsaUAa. PA, 17257 share to and appoint as Guardian of any property which passes under this Will or otherwise, COMMONWEALTH NATIONAL BANK of Shippensburg, Pennsylvania, AS GUARDIAN, NEVERTHELESS. to invest and re-invsst the same until the said beneficiary reachea the age of eighteen (18) years, with the following powers in addition to those preaently given by law: A. The power to expend the income towarda the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, business or technical school education, of the aaid beneficiary; B. The power to expend the principal. within the discretion of the add Guardian, if the income is inaufficient, towards the health, support and maintenance, end education, including a college (both undergraduate and graduate), trade, busineas or technical school education, of the said beneficiary; C. The power to sell any and 011 real estate, within the discretion of the aaid Guardian; D. The power and obligation to distribute the balance of principal and interest, if any remaining, when the said beneficiary reaches the age of eighteen (18) years, without the necesaity of a formal adjudication of the Guardian'a account in the Court of Common Pleas of Cumberland County, upon the receipt of a good and valid releaae; E. The principal of the Guardianship and the income therefrom ahall be free from the debta, liabilitiea. and engagemsnts of those beneficially interested therein, and shall not be subject to assignment by him or her, nor to attachment or execution under any legal, equitable Dr other procesa for the enforcement of judgments or claims of any sort against them, either individually or collectively. ~. I nominate, constitute and appoint my huaband, JAMES E. IlAUPT, to be the Executor of this my Laat Will and Testement; if he be unable to fulfill the duties of Executor, I then nominate, constitute and sppoint my Bon. JAMES E. HAUPT, JR., to be the Executor of this my Last Will and Testament. In the further event that JAMES E. HAUPT, JR., is unable to fulfill the dutiea of Executor. I then nominate, \ ~......\ r-<SEAL) ~ \)~S"W ~C) -2- MARK. WEIGLE AND PEHKIH5 _ ATTORNEVS AT LAW - 115 EAST KING STHEET - SHIPPENSBUHO. PA. 17251 .... .,..-......--... ..~-... ---,.",,~ .... '.'<-;-i-".'~:t."f.. conatitute and appoint my grandchildren, JENNIFER LYNN HAUPT, LEANNE CHRISTINE I~UPT, and CARRIE ALLISON HAUPT, to be the Co-Executrices of thin my Last Will and Testament. SEVENTH. I direct that neither my personal representatives nor Guardians shall be required to give bond for the faithful performance of their dutiea in any jurisdiction. EIGHTH. I direct my Executor or Executrix to retain the services of DAVID P. PERKINS, ESQUIRE, of the law firm of Mark, Weigle and Perkins, with respsct to the settlement of my estate due to his familiarity with my affaira. IN WITNESS WHEREOF, I, VIRGINIA E. HAUPT, have hereunto set my hand and seal to this my Last Will and Testament, written on three pages, the first two pagea signed for identification only, thin \ b day of ~C\IM~ , 1989. J' .J..A~ ~ \D ('J \ t\""'J~EAL) Thin instrument was by the Teatatrix, VIRGINIA D. HAUPT, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our 11th' r'~_~/ r/;WToud ?d-b?d () tU/;u7- presence. who at her request and in her presence and in the preaence of each other, we believing her to be of sound and dispoaing mind and memory, have hereunto subacribed our names as wicneseea. -3- MARK. WEIGLE AND PERKINS... ATTORNEVS AT LAW... 115 EAST KINO STREET... SHIPPENSBURG. PA. 17251 "' . :.,,+";. -h'~;--f\';';":" : ~.j'_' '. ,:"~:,:{-;:",,;":~,..~tt'~-';"" '.J'-~ ~'<)~"!;':..~-ff ""~'j_~i-~'! !-!:;,>~'V'~:-_~:~~~:.:~~;~<!.<~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, VIRGINIA D. HAUPT, the Testatrix whoae name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the inatrument aa my Last Will; that I aigned it willingly; and that I aigned it as my free and voluntary act for the purposes therein expressed. Sworn Dr affirmed to and acknowledged before me by VIRGINIA D. HAUPT, the Testatrix, thia/6'ltday of (2J1tQ: , 1989. ~.c:~ I j~ I ., ...,...._1,.......... -... J .... M C:l. L ..... CIlIMr ~=~./' ... n ".,00> D~~I~\o\~C MARK. W~IOLe: AND P~RKINS _ ATTOAN~V5 AT LAW - 1 HI KAST KINO STRI!ET - SHIPPKNSSURO, PA.t7257 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, and LJa/h91<<..J tl. /J /.kt:t- , the witnesses are qualified according to law, do depoae and aay that we were preaent and aaw Teatator, the foregoing instrument, being duly JAKES E. HAUPT, aign and execute the instrument as hia Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purpoaes ~. ~ ~ .;. ,-; 'I :!- ;i' I, " .:tJ 1 therein expressed; that each of us in the hearing and sight of the Testator signed the will aa witnesaea; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of aound mind and under no conatraint or undue influence. Sworn or affirms before e by and witnesaes, a",w.t C.~ ,0 ~iJ~NU~/ NNMtJ /2ka4 fJ./lL/HA.t" MARK, WEIGLE AND PERKINS.. ATTORNEVS AT LAW - '15 EAST KINO 5TR~ET .. SHIPPENSBURO. PA. 17257 '. '\i!i: ' :<;10:: -:. ("'.) ,'. , ,~, ~ ,'10.:-, (:) , "'? ~ :\ ~ ".,:;, ,.L~7j) -\J .... E .:ii::> uu , '" "c. N' ',.' 'R ".", -0;. :13'0' , J!l, '''15 ;~:~:.~;, '., ~.::/::~ " '" ";-.,5,. C'j 8 'p__~;l ',"- :'P,R,~hf' . Q)C'; 0.: " ','." ';\i:l' .~ ~; ; ,"'=t .pl 'C""', mg1~{-> . . '~~S;':;~i'~; }g~;;;." , ~f~~:C . '"-;';;',.",, . \t~;,;,::~o' . ~;~~":"'.-" \ "'~ ,{ t t .-- ,~ ;g I t .trt i:i ~L ,'.' '.' .~'h' ^, ~;;t:;:: , ~;t:: . .........,. :f;',"" .;:~--" ~?~;:. , itt;;> f";'~ .' """.- 1~ t;" ,~"":,, t' ":.,' .;,",", .;.""'.:~'\~ {~;/.; .:t~~..; ~, . ~;t iij'iJ,,< ~~~~~:",~. ~.:~ i~~:~ :,~'. ~ tlS I t = i ~ a . 't; I'l i:i ~ I t trt ~ . . - . . (! IN RE: ESTATE OF VIRGINIA D. HAUPT, late of the Borough of Shippensburg. Cumberland County, Pennsylvania. deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NUMBER 2 I 94-0993 CERTIFICATION OF NOTICE UNDER RULE 5.6(8) Name of Decedent: Virginia D. Haupt Date of Death: November 2. 1994 Will No. 2 I 94-0993 To the Register: I certifY that notice of beneficial interest required by Rule 5.6(0) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the ahoye-captioned estate on November 29. 1994: James E. Haupt. Jr. 217 North Church Street Salisbury. NC 28144 Notice has now been given to all persons entitled thereto under rule 5.6(a) except NONE. November 29. 1994 Signature <;:)~ ~ ~ Name: Dayid P. Perkins, Esquire Address: MARK, WEIGLE AND PERKINS 126 East King Street Shippensburg. PA 17257 I' j ~:"() , Telephone: (717) 532-7388 \,',' ~, " ' ;, I \. ~ I,' \.. ',1\1\ Capacity: Personal Representative '. p, X Counsel for Personal Representative MARM. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KINO STREeT - SHIPPENSDURG, PA. 172&7 f:.. . COMMONweALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 'I. J HI ___ Jame~ E. Houl'.~_J~_____, being duly sworn ______ eecordlng to lew, depo... and .ey' thet he is the Ij;xecutQ!__ _,__,__ ,____ 01 the estete 01 Viuinia D. lIouot lete 01 _tho_llot"ough oJ _ Shippensburg ,_ ,____, Cumberllnd County. PI., d"cII,"d Ind thlt thl within Is en Inventory mlde by .-1liJlI.JDmlUl-ELJllI.unL-..JJ: '._ , the ,"id Executor 01 the entire estlte 01 ,"id decedent, eon.htlng 01 III the pe..onll pro".rty Ind rill ..tlte, IXcept rill ..tate ouhlde the Commonwulth 01 'enn'ylvlnll. Ind thlt the /lgure, oppo,lte ch Item 01 the Inventory repruent It', Illr vllue "' of the dlte 01 deced.nt', delth. .~~:~ 19 95 = ~.~ \~~ ~ ~ I/~ /Jt.<.-t..~ ?,Wf7 Sworn to Olte of Oeeth end ,ub,erlbed b.lore me, 217 North Church Street Salisbury. NC 28144 Add,... 1 DIY November Month 1994 VII' INSTRUCTIONS I. An Inventory mud be flied within three month, efter eppolntment 01 pe..onel repr..entltlve. 2. A ,upplement Inventory must be Iiled wlthln thirty diY, of discovery of addition II ",,"h. 3. Addltlonll .hoeh mlY bl Ittached a, to pe..onalty or roelty 4. See Article IV, Flduclarle, Act of 1949. 'o~ ",:-= '~ '-1 i~ dJ 'II c: M '" '" 9 ... '" I .... N o Z 0'\ "9: ~ 50.: co (,1 " : r.-r 'i' ' .. ls; " " ""- .., . ,P co In ., E " " ." ill:;) ,Q UU 1Il " " " " oM z -0 " .... ~ D' i:l w . 1Il ~ I>l '" "" ... .. ~ w ~ ... u p., 0- Clo .. . 0 " u . 1Il :-~ g w :il .. c '" ;j i!: "" :>:: ~ 0- ..J U. .. ".. E Z ;:li 0 . 0- " 0 '" U. ..J I=> " :s: w 0 < i: p.,< > z "" .. Z 0 c oM " . ~ " " p., '" z 13 "" oM " W < co .c ... '" 0- " ... ." oM i:l oM " > > - .. .. ~ 0 -C I=> u .D ." .... u E - . 0 .. 0 if 0 -' ... Inventory 01 the real and peraonal eetate 01 Virginia D. lIaupt deceased I , peraonal Property - appraised value Real Estate - 14-l6-18-20 South Penn Street, Borough of Cumberlend County, PA - appraised value 4,053 10 4 93 1,100 35 06 43,681 87 73 81 11 ,491 50 Shippenaburg, 67,900 00 128,305 62 Mellon Bank Checking Account 0412-222-7525 Accrued intereat to date of death Mellon Bank Statement Savings Account 0410-469545 Accrued intereat to date of death Mellon Bank Money Markst Account 0410-070-2051 Accrued intereat to date of death l'i ~ ~ri ~ , .. I '" 1 i UV.1S00 U. V.cul I!! ti~e "'li!9 u!!i" -. - -", ..., --- ,--- \ ,<J S- /.3 ? .:? 5' .p- /-/0 '* c - I t/ - ~ '/1- 4'OROATlSO'DIATHAnIR 12/31/91 CHICKHIRI INHERITANCE TAX RETURN ~o'v:=~.,umDIT IS CLAIMID 0 RESIDENT DECEDENT PILI HUM.III (TO BE FILED IN DUPLICATE 21-94-0993 WITH REGISTER OF WILLS) COUNTY CODE o 10 N . .101'1 . 18 South Penn Street Shippenaburg. PA 17257 COllnl Cumberland AMOUNt UCllVtD ISn INSUUCtlONSI t!1 III III .. COMMONwe"'ltH o. peNNSYlVANI... OlP...UMfNf O' l(YfNUf Dm,2I0601 H.....ISlU.O. ,... 17 2..Q601 N' HAMlllA .. ,AN MIDOl Hau t. Vir inia D. iO(IAlIfCU.IU NUMIU DAn Of OfAtH o 3. R.malnder R.'u,n (10' doll. of d.o,h prlo, 10 12.13.S21 o 5, Federal E.'a'e Tax Return Required YEAR NUMBER INIIA 185-01-3486 11-1-94 11'...t"ICA.UI.U.....VIHO.t(M,I".....,UI.IlAU.'I......HDIII()O!,IINlltAII !Xl 1. O,'s'nol R.turn o 2. Supplemenlal Return rIlt!1 :i!il 52 o A. limited E'tale 0 Aa, Fulure Inlerell Comproml.e (fo, dot.. 01 d.o.h oltor 12.12.B21 IX] 6. Oeced.n' Ol.d TII,ole 0 7. OIC.den' Molntoln.d a living Tru.' IAlloth topy 01 Will) IAlloth tOpy of T ,uIII ~eoUlSPONDlNCI'AND,eoNPlDINTlAL.TAX,INPORMAnON,SHOULD II DIRICTID,TOI..,:".,~.;;,..ii'A COM'L I: MAlLIN MARK. WEIGLE AND PERKINS 126 East King Street "" .~ .. ,I~.. j: _ 8, Total Number of Safe O.po.lt 80xe. David P. Perkins nU'HONI: NUMua 717 532-7388 Es uire 67.900.00 c: (T. ~ :Orn :;l ,j n '1 ,', ) " '.. ~ '4 , ;0 J, !,: ;:'";1 :~:- , co tn- )"c b: 9. ';:l '0 128.305.62 ( SI z .. 5 ! .. 1. R.ol E.,o'. ISth.dul. AI ( I I 2. S'Oth ond Bond. ISth.dul. B) ( 2 I 3. Clollly H.ld StotklPorlnonh1r In'..... ISth.dul. C) ( 3) ~, MortgoB" ond No." Roe.I,obl. (Sch.dul. 01 ( ~ ) 5. Ca.h. Bank Oepo.l" & MIIe.llon,ou. Penonal Property ( 5 J ISth.dul. EI 6. Jointly Ownod P,op.rty (Sth.dul. FI 7. T,.n"or.(Sth.dul. GI (Sth.dul. 1I 8. Total Grall Au,l. (tololllnll '.71 9. Funeral bpln..., Admlnl'lratlve CO'II, Mlscellon.ou. E.ponlOl ISth.dul. H) 10. Deb", Mortgage lIobllitlll, Uenl (Schedule I) 11. To.ol D.dudlont('.'ol L1n" 9 & 10) 12, Net Value of E.lot. (line 8 minus line 11) 13. Charllabl. and Gov"nmental Beque.'. (Schedull J) lA. N.I Value Sub.et to Tax (lIn, 12 minus line 13) 15. Spousal Tronlf.n (for do'" of death aft., 6.30.9A) 5.. In.lrucllonl for Ar,pllcoble Percenlage on Re....,.. (151 Side. (Include volulI rom Schedul. K or Sch.dul. M.) 16. Amoun' of line 1 A toxabl. at 6% ralt (Include volu.. from Sch.dul. K or Schedule M.I 17. Amount of lIn, 1A taxable at 15% roll (Include volu.. from Schedul. K or Sch.dule M.I 18, Prlnclpollox due (Add 'a.. from lInll 15, 16 and 17.) 19, Cr,dill Spou.al Poverty Credit Prior Payment. Ollcoun' + 6.400.00 + 336.83 20. If line 191. greater than line 18, Inler the diH."ncI on Line 20, Thl.1I ,he OVERPAYMENT. IiID 21. If lIn. 1811 grealer than line 19. ,nt.r the diHer,nce on lIn. 21, Thill. ,h, TAX DUE. A. Enl.r the Inl,,.,t on ,he balonce due on line 21 A. S, En.or tho to.ol 01 L1no 21 ond 21.0. on L1no 21B, Thl.l. tho BALANCE DUE. Make Ch.de Payable tal Regl.ter of Will" Agent 121) (21.0.1 (2IB) 60.405.62 16) 17) 19) 12.836.61 3.192.73 (101 16.029.34 112.276.28 1111 (121 (13) (I~I 112.276.28 )(._- (16) 112.276.28 )( .06 . 6,736.58 (17) )( ,15 . z .. ~ .. .. U S I1BI 6.736.58 Inlerell 6.736.83 o (19) (20) Clwck hCIt! I' you nit' ItH,ut.\liI19 U It!fund of YOUI ovclpnynwnl. o Hr.,,:, .1 SURI TO ANSWI. ALL QUlmONS ON RIVIRSI SIDI AND TO RKHIClC MATH " '.", v"" """,i Under penohl.. a. perjury. I declare Ihat I have examined thll return. Including accomponrlng sch.dulll and .,alemenll, and 'a the bllt a. my knowl.dge and b.U.f, If I. Irue, rred and complete. I d.c1are ,hol all real ellate hot bun reported a' 'rue market 'Iolue. Declaration a. preparer other than ,he p.rsonol repre"ntotlv. II bOI.d II Information 0' which r. arer has an knowledg.. ~ ~IO tu o"u N'IILI fOl 'tUN U ADO.ln DAn: ,;J -dl.1- '1 ~ \I' James E. Hau t Jr. 217 N. Church St.. SaUsbur . NC 2811,4 ADOllU OAn David P. Perkin... 126 E. KinK St.. ShippenAburg. PA 17257 :5~,13-9s Act '41 ef 1"4 ,rovld.. for the r.ductlon of the tox rat.. Impo..d on the n.t valu. of trand.r. to or for the u.. ef 1M ".u... Th. rat.. a. pr..ertb.d by the .tatut. will b.1 . 3% I.NI will 1M applleabl. for .atat.. of d.c.d.nll dying on or aft.r 7/1/94 and lI.for. 1/1/96 . 2% 1.11) wiN II. .ppllcabl. far ..tat.. of d.c.d.nt. dying on or aft.r 1/1/96 and b.for. 1/1/97 . 1% 1.'1) will 1M appllcabl. for ..tat.. of d.c.d.nll dying on or aft.r 1/1/97 and b.for. 1/1/98 . S'....rl'l .....1I.r. aceurrlng on or aft.r 1/1/98 will b. .xempt from Inh.rltanc. tax. PLEASE ANSWER THE FOLLOWING QUESTIONS IY "-ACING A CHECK MARK (vo) IN THE APPROPRIATE BLOCKS. IS N 1. Dill ..c....nt make a tranlfer and: a. r.taln the ule or Income of the property transF.rred, ................................,...................... x b. retain the rlghtta dellgnate who shall ule the property transferred or Itl Income, ............... x c. r.t.tn a reversionary Inl.re.t; or ...,.,......",......,....,.......,......,........".............,................. x d. receive the promise for IIf. of elth.r payments, benefits or car.' ....................................... x 2. If d.ath occurred on or before December 12, 1982, did decedent within two yeors preeedlng death transfer property without receiving adequate consideration' If death occurred aher Dec.mb.r 12, 1982, did decedent transfer property within ane year of death without ree.IYlng adequate consideration' ..,..... .... ....., .......,.",... ,....... "...... ,..." ...."..., ......, ........, ............ ..., II x x 3. Old decedent own an 'In trul' for'. bank account at hi. or her d.ath....................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. --- , ' , , :,;. ;.' .. ...~ """-j' \ ~ ' ...,......,...~~ ."-,':' -",':, i: ","" \ ,;--;~:~,~-'t;.:~?i' >~! , . ReV.IS02 U+ 112,1S1 . - ~ COMMONWfAUH Of PfNNSYLVANIA INHUITANCe TA' mUoN .UIDENf DECED!NT ESTATE OF FILE NUMBER Virginia D. Haupt 21-94-0993 (Property lolntly-ownod with RighI of Survivorship mUll bo dllclolod on Schodulo FI An .0010.1010 .hould bo .opo.tod at /01. markol valuo whIch II donnod allho p.lco 01 which p.oporty would bo o..hangod bolwoon a willing buyo. and a willing lono.. nollho. bolRg compo nod to bu o. .on, balh havln roa.anablo knowlod 0 01 Iho .olovanl locll. J SCHEDULE A REAL ESTATE ----- ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Real Eatate located at 14-16-18-20 South Penn Street. Borough of Shippenaburg. Cumberlend County. PA - appraiaed value 67.900.00 '. !, - " '/ TOTAL (Aha onlor on IIno I, Roco lIulollon (If more 'pate is needed, inserl addiflona' .heef. 01 .ame size.' S 67.900.00 . .~ IB RfALTOIl' .."Ing All 01 f,.n.lln Countv. "nnl,I,.nl. lint. II" 71usherman :JJros. . REAL ESTATE INC. 229 N. 2nd Street. Chambersburg, PA 17201 717-264-6715' FAXI/ 717-264-4973 Fedsral Tax 1/25-1552788 PA Cerlllled end llconoed Rtfl Eotote Approl.... February 2, 1995 Mark, Weigle, and perkins Attn: Ms. Linda Klein 115 East King street Shippensburg, PA 17257 RE: Estate of Virginia Haupt 14-16-18-20 South Penn st. Shippensburg, PA 17257 Dear Ms. Kleing: Pursuant to your request, I have inspected, analyzed and appraised the above mentioned property. The purpose of the appraisal is to estimate the market value of the property for the property. After careful consideration of all data assembled and as shown in the accompanying report, I have concluded the market value of the property for the estate of Virginia Haupt. The market value is SIXTY-SEVEN THOUSAND NINE HUNDRED ($67,900) DOLLARS as of November 2, 1994. I certify that I have no interest, past, present or prospective in this property which would tend to influence my unbiased opinion of value. If you should have any questions in relation to this appraisal, I will be glad to discuss them with you at any time. sincerely, ~'" PA Certified General Real Estate Appraiser Certification Number GA-000149-L cjb t ,..........-...... _......,.._.._...,._, '___..." ,_.___ "'1I"'_,!:&'_""'rw... ........----1 tt-" . . , -..' --.~-----. - -. -", ~. ....: j '~ i ~ t . tt"UOlU~ 1'11j SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploa.. Prlnl Dr T . FilE NUMBER 21-94-0993 . COMMONWIAIIH O. P1NN'YlVANIA INHI.nAHCI 'AX .nOIN 1IIIDIN' DICIDIN' ESTATE OF Virginia D. Haupt (All pro,.rt., lolntly*ownod with tho RI,ht 0' Survlvor.hlp mu.t bo dllclolod on Schodul. P) ITEM NUMBER VALUE AT DATE OF DEATH DESCRIPTION 1. Mellon Bank Checking Account '412-222-7525 Accrued interest to date of death 4,053.10 4.93 2. Mellon Bank Statement Savings Account '410-469545 Accrued interest to date of death 1,100.35 .06 3. Mellon Bank Money Market Account #410-070-2051 Accrued interest to date of death 43,681.87 73.81 4. personel Property - appraiaed value 11 ,49l.50 S 60 405.62 (Anoch addillonol8V.H M II" ,h..flll maN .poce', n..d.d.) APPRAISAL CF PmfD\Il\L PIlCIl'm'lY CF THE J;STATE OF VIRGINIA D. HAUPl', 16 scm1I PPJfi IiUtl2Oi", SlID'l'EHlBJRG, PA m ~ 16, 1994: Cranberry dish 3 J<erosene lamps @$ 35.00 small blue opalescent dish Miscellaneous bottles (Presidents, etc.) Miscellaneous stemware glasses Setting for 12 Copeland-Spade England "Buttercup" dishes 2 International sterling candlesticks (set) Sheridan silver-plated coffee urn Silver-plated mirrored tray Miscellaneous silver-plated pieces Blown glass Easter egg Fostoria-type center dish 2 Fostoria type divided dishes @$ 12.00 Fostoria-type candy dish Wooden block plane Metal plane Miscellaneous hand tools CitatiCXl canister vacuum cleaner Regulation size slate-bottom pool table slant-front desk w/ball & claw feet (mahogany finish) Round oak-framed ship type clock Framed Iaughlin post card (Vigilant Fire OJ.) 4 Framed Fred Bear prints (lot) Emerson "Quiet Kool" air conditioner (older m:XIel) Mahogany-finish desk chair Single cot 2 CbmmOn lounge chairs (leopard design) @$ 10.00 SWag light Jardineer Oleese box Naughahyde loveseat Floor light Small footstool Oak cane seat dining chair Post card album (some local) $ 15.00 $ 105.00 $ 7.00 $ 22.50 $ 12.50 $ 625.00 $ 22.50 $ 25.00 $ 15.00 $ 65.00 $ 15.00 $ 22.50 $ 12.00 $ 12.00 $ 8.00 $ 5.00 $ 15.00 $ 35.00 $ 575.00 $ 375.00 $ 150.00 $ 20.00 $ 15.00 $ 35.00 $ 22.50 $ 15.00 $ 20.00 $ 5.00 $ 12.50 $ 12.50 $ 22.50 $ 12.00 $ 8.00 $ 22.50 $ 150.00 - 2 - History of the OJmberland valley book Shippensburg in the Civil War book Miscellaneous books ome seat & back nursing rocker 2 Naughahyde recliners (shows wear) @$ 15.00 O:mnon table light step end table small oak suitcase-type box 12 gal. brown glazed pitcher O:mnon 12 gal. crock O:mnon upholstered arm chair O:mnon chrane chair a'lisor1 portable heater panosonic 19 in. portable color 'IV (older ncdel) Archer 70-channel relTDte converter small record cabinet Wall gun rack Basket 2 O:mnon wall pictures (needlework) @$ 3.00 Fleetwood portable sewing machine (older ncdel) Iron & ironing Ixlard Bookshelf with wrought iron sides Gilded framed mirror Miscellaneous picture frames lImplifier (older JI'Odel) RCA radio Assorted stemware Assorted demitasses Walnut deep frame Picture frame with buttons & bows Oak larkin type desk with mirror, double glass d:lors & $ 65.00 $ 20.00 $ 15.00 $ 45.00 $ 30.00 $ 5.00 $ 7.50 $ 15.00 $ 22.50 $ 15.00 $ 15.00 $ 1.00 $ 8.00 $ 27.50 $ 12.50 $ 5.00 $ 12.50 $ 7.50 $ 6.00 $ 12.50 $ 10.00 $ 22.50 $ 15.00 $ 8.00 $ 5.00 $ 5.00 $ 7.00 $ 75.00 $ 32.50 $ 15.00 drawr across oottan...................................$ 375.00 $ 425.00 $ 400.00 $ 60.00 $ 30.00 Round oak pedestal table with 2 extra boards 5 Oak pressed-back chairs @$ 80.00 Rattan-type doll carriage G.l. doll - 3 - 'ltlanpson framed oil painting on canvas 2 Ornate cast-iron arm chairs @$ 125.00 2 O1tside wooden benches @$ 10.00 OVal marble-top coffee table with wrought-iron base o::mron marble top lamp stand o::mron table light (half-shade) 3 Brass wall plagues @$ 3.50 small oak framed picture (flowers) 4 Framed cx:mnon needlework pictures @$ 5.00 Frigidaire side-by-side refrigerator (older nodel) 30 in. Frigidaire electric stove (older model) Miscellaneous dishware in kitchen cabinets Miscellaneous tableware & utensils Miscellaneous pots & pans Miscellaneous carmon baskets Milkglass kitten plate small milkglass plate (chick) Shippensburg O:>urt House plate o::mron oak framed wall clock (battery) Hanging kerosene light Spindle-back arm rocker Round marble-top stand 2 Cane seat side chairs @$ 22.50 Amber glass boot Amber glass shoe Blue glass roller skate Clear glass shoe Pink glass slipper Glass candy barrel with horse & rider Amber glass turkey bottle Liberty bottle (Willington Glass 0:>., ~nn.) Amber fish bottle 15.00 27.50 15.00 150.00 $ 25.00 $ 250.00 $ 20.00 $ 125.00 $ 22.50 $ 15.00 $ 10.50 $ 12.00 $ 20.00 $ 70.00 $ 20.00 $ 22.50 $ 15.00 $ 25.00 $ 20.00 $ 22.50 $ 17.50 $ 3.50 $ 7.00 $ 275.00 $ 75.00 $ 175.00 $ 45.00 $ 7.50 $ 5.00 $ 5.00 $ 12.00 $ 10.00 $ 15.00 $ 50.00 $ 65.00 $ 10.00 Table light (Half-shade) $ Fancy oak picture frame (needlework house scene) $ O:mnon upholstered chair $ 2 Paint-decorated captain's chairs (C. Gibbs Barbour)@$75.00$ < .;.'t,..' - -'- -' '\ ,... -- .."..... '. -. . ,.--..,..... .., ,', ,......'P(,.-. ."," --{h' ...w,...,-'".....,...:.-.,;~.,.-;,''',,-.,.,.;.;t.~ __,.,;\j.-t;'i....~.-bih ~..~..~~,#~., ~~".,)t"~~".,..t"y<-J!.-".., .~.~'-;;l:~ffl'!:'lr<~, ~~.>,"~~n:." . '" ,r ''"1,,; ''''",t~~, ~jllt~l ~~. ..;:J'1'",,,,,- "'1, "'>;.-l'V",.~e~i'*~.rJt;~~> ,~,,~:.-~ - 4 - Baby bottle with dogs Blue George Washington bottle Glass paperweight Amber National Bitters bottle Blue glass Poison bottle Glass girl bottle Green souvenir handleless cup/saucer (Gettysburg, PAl Amber Bitters bottle Blue bottle signed "For Qlr o,untry" Assorted stick pins in metal boot Blue fish bottle Miscellaneous bottles 3-Shelf what-not shelf (walnut finish) Austria egg-type planter 2 Eye glasses @$ 3.00 4-Piece mi1kglass dresser set 2 Blown glass Faster eggs @$ 10.00 Bull's Eye, Shippensburg dish small Austria vase Paint-decorated footed mi1kglass toothpick holder Miscellaneous knick-knacks on shelf Walnut drop leaf table withdrawer Amber dish with lid (Moon & star) Oak/gilded wall mirror large blue water bottle Fancy carved walnut llI3rble-top 3-drawer chest of drawers Roy Roger I s harmonica Metal friction fire truck 2 Baptismal dresses @$ 20.00 Miscellaneous table linens Gilded picture frame (Lady/Man scene) Victorian-style arm chair Upholstered open arm rocker Carved walnut Victorian-style sofa & matching side chair OVal gilded wall mirror Walnut marble-top wash stand (back missing) 2 OVal walnut deep frames (needlepoint) @$ 30.00 $ 10.00 $ 7.50 $ 12.50 $ 75.00 $ 40.00 $ 7.00 $ 40.00 $ 40.00 $ 40.00 $ 50.00 $ 10.00 $ 25.00 $ 35.00 $ 10.00 $ 6.00 $ 25.00 $ 20.00 $ 22.50 $ 7.50 $ 20.00 $ 25.00 $ 275.00 $ 25.00 $ 45.00 $ 22.50 $ 475.00 $ 17 .50 $ 7.50 $ 40.00 $ 10.00 $ 12.00 $ 175.00 $ 45.00 $ 725.00 $ 22.50 $ 275.00 $ 60.00 '~ J , '~ p, i , ~ < \ }, , - 5 - 2 O:xtm::cl upholstered chairs 1$ 10.00 $ 2 Matching walnut Victorian sty10 aido cllairs ~$ 140.00 $ 4 Snall brass oval picture 1'ramos ~$ 5.00 $ o:mron sofa (shows woar) $ 2 Matching plaster-type table lights (Boy/Girl) ~$ 35.00 $ 2 Matching drop leaf lamp stands (lMhogllllY finish) @$ 22.50 $ Walnut dovetailed doll cradle $ Miscellaneous colored glass balls $ B Metal folding chairs ~$ 3.00 $ 3 Card tables ~$ 7.50 $ 3 Wooden folding chairs ~$ 3.50 $ Hassock-type fan $ Framed oil painting by '1hcxnpsOll (Shipponsburg Cburt House) $ 4 O:mnon II1lall framed pictures ~$ 6.00 $ Metal battery-operated clock $ 5-Tier corner ahelf $ small cast-iron pup $ Miscellaneous knick-knacks on cornor shelf $ Brass fern stand with IMrblo top $ small wall mirror (wood frame) $ Flcor nodel podestlll fan $ O:mron table light $ 6-Piece IMple bod~ suit including chest-on-chest of drawers, dresser with separate mirror, 2 nightstands with drawers, " double Jenny Lynn type bed.............$ small framed oilk plcturo $ Black paint-docorllted linn rocker $ M:xlern Windoor-typo chllir $ OIerry footntool $ Oil painting by Ooon $ George " Martha Wllahin~)tcJl1 chil1l\ book ends $ Miscollanoouo boddlnq " linens $ Paint-docnratod nursing rocker (Ebersole) $ Ladder-nock choir with rush soat $ M:xlern oak lamp stand $ 3 Piocos 01' miscollaneous luggage (lot), $ 20.00 280.00 20.00 15.00 70.00 45.00 90.00 15.00 24.00 22.50 10.50 15.00 80.00 24.00 5.00 70.00 35.00 30.00 95.00 10.00 22.50 3.00 425.00 7.00 125.00 22.50 17.50 15.00 22.50 25.00 125.00 40.00 15.00 7.50 "-"'~"'"'r._.~.... ---. - 6 - 2 Bathroom scales (lot) 2 Single beds (frames & matresses & box springs) @$ 15.00 Electric fan Wooden candle stand 2 Brass keys (CVSNS) @$ 10.00 Large marble-type bust (girl) E>.1reka Mighty Mite sweeper Metal walking horse (Mobo) 2 Tburnay, England plates @$ 12.50 2 German plates (flower design) @$ 15.00 Victoria Upper Hanley, England plate Plate with CUpids (broken) German plate (windmills) German plate (flower design) Versailles bowl (windmill) (broken) Square German plate (windmill) Austria plate /-bss Rose plate (Cracked) Plate (violets) J\qUa glass slipper O1ina dog en block Glass =uet 2 England "01inese" plates (damaged) @$ 5.00 German plate 2 Harper's Ferry, W. VA bowls @$ 35.00 2 CbrIron plates @$ 3.00 Blue stone china platter (chipped) 2 Cbmmon plates @$ 5.00 Baby plate (broken) 2 Austrian plates @$ 15.00 2 Fruit plates @$ 7.00 2 Plates (flowers) @$ 3.00 Blue open-handled plate France plate 4 Cbmmon plates @$ 3.00 2 Goodwin plates @$ 10.00 $ 3.00 $ 30.00 $ 5.00 $ 6.00 $ 20.00 $ 15.00 $ 15.00 $ 175.00 $ 25.00 $ 30.00 $ 15.00 $ 5.00 $ 10.00 $ 17 .50 $ 3.00 $ 45.00 $ 22.50 $ 12.00 $ 5.00 $ 12.00 $ 22.50 $ 7.50 $ 10.00 $ 5.00 $ 70.00 $ 6.00 $ 30.00 $ 10.00 $ 3.00 $ 30.00 $ 14.00 $ 6.00 $ 15.00 $ 10.00 $ 12.00 $ 20.00 _.,...,. ...~.- ,,0' r, .,~,~ " ..",,;,, ,,''';. _. "":,,,:;',l"'. - 7 - I'klolworth, 1!h9land plate (chipped) small gl.11 balket Cle.r 91.1. Ilipper 2 Gl... fan di.he. '$ 7.50 small blue glall basket Miniature amber ba.ket 'Larqe clear glass basket Miniature olear glass chicken-on-nest 2 Master salts 1$ 3.00 $ 5.00 $ 22.50 $ 7.50 $ , 5.00 $ , 2.00 $ 4.00 $ 40.00 $ 5.00, $ 6.00 $ 11,491.50 , 'IUl'ALz ;' N'l'RAISPD BY. ,<9~nM.c/~ Dennis L. Gotshsll,Auctiooeer PA Lic.HAU-002306-L , :'" _IYlllllh 1',11, ITEM NUMBER A. B. 4. C. 1. 2. 3. 4. S. 6. 7. 8. 9. ,y'~""i~..-f" 't~"',~,,,' t ~:jb SCHEDULE H tl FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWU,lTH Of PlNNIYlYANtA INHUITANC! 'AlIIUUIIN IIUIDEN' OICfDfNf PlIo" Print or TVPI Virginia D. Uaupt 21-94-0993 AMOUNT DESCRIPTION 1. Funoral Explnll" Fogelsanger-Bricker Funeral Home 1. Admlnl.tratlv. Ca.t., Personal Rlpr...nlall.. Cammllllans 5aclal 5.eurlty Number al Persanal Repr...nlall.., Year Cammllllans paid 2. Attarney F... Mark, Weigle and Perkins 3. Family Ex.mpllan Clalmanl Relallanshlp Addr... al Clalmanl 01 decedenl's death 51".1 Add".. Clly 5101. Zip Cad. Probale Fe.. Regiater of Willa, Cumberland County - Letters Teatamentary and Short Certificatea MI..IUanlau. Explnll" News Chronicle - advertising Letters Testamentary Cumberland Law Journal - advertising Letters Teatamentary Mark, Weigle end Perkins - reimbursement for postage, xerox copies, and long distance telephone cells Linda K. Klein - Notary Fee Register of Wills. Cumberland County - filing Inventory, Appraisement, and Statement of Debts and Deductions Register of Willa. Cumberland County - filing Family Settlement Agreement Auaherman Brothers - appraisal of real estate Dennis L. Gotshall - appraisal of personal property Register of Willa, Cumberland County - recording Executor's Deed TOTAL (Alsa enler an IIno 9, Rlcapllulallanl III mo" 'pacI I. n..dld, Inllrt additional .h.." of .aml .Iao.) 4,908.40 6,882.22 261.00 52.40 40.00 27.59 8.00 25.00 60.00 400.00 155.00 17.00 S 12,836.61 l.#<-~".+ -, - t t o " t r .~ . 1, II 11"'111111.(7.111 ISTATI OP ITIM NUMBIR 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. n. 12. 13. 14. 15. 16. 17. 18. PI.a.. Print ar T . fill NUMBER 21-94-0993 '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTIES AND LIENS COIllMONWIAU'N O. PrNNU1VAHlA INHlll1ANCI WII1UIN 111101"11 DlelDIN1 Virginia D. Haupt DESCRIPTION Checka drawn on Mellon Bank Checking Account 0412-222-7525 clearing after date of death penelec - service to 11-8-94 United of PA - 11-4-94 billing Mike Wingert - management services September, October, November penelec - service to 11-8-94 Gaaco - 11-7-94 reeding Penelec - service to 12-12-94 Public Opinion - deliveries prior to cancellation Gaaco - 12-7-94 reading United of PA - 12-4-94 billing penelec - aervice to 1-8-95 Mike Wingert - repairs required for borough inspection Baker & Rusaell - 11-28-94 fuel oil delivery Gaaco - 1-9-95 reading Baker & Ruasell - 12-30-94 and 1-11-95 fuel oil deliveries Borough of Shippensburg - 4th quarter 1994 water. sewer, and refuse Borough of Shipp ens burg - rental license renewal Mark, Weigle end Perkins - preparation of 1994 finel income tax returns TOTAL (Also onlo' on IIno 10, Rocopllulollon) {II more 'pace ;, n..rJ.cI, in.." addifional Ih..,. 0' same sin.' AMOUNT 24.48 9.93 21.05 280.00 39.12 129.69 7.13 18.75 193.45 51.19 70.29 732.00 162.36 306.46 176.42 720.41 200.00 50.00 $ 3 192.73 ._ r '. "V.llt)... 111'1 ,. COMMONWIAlfH Of "NNU'VANIA INH..nANC' fA. .nU'N "$lDlNt DlCI""' SCHEDULE J BENEFICIARIES Virginia D. Haupt PILI NUMBER 21-94-0993 ESTATI OP ITEM NUMBER NAME AND ADDRESS OP BENEFICIARV RELATIONSHIP AMOUNT OR SHARE OP ESTATI 1. A. Taoabll BlqU1I11I James E. Haupt, Jr. 217 North Church Street Saliabury, NC 28144 Son 100% ITEM NUMBER NAME AND ADDRESS OF BENEFICIARV AMOUNT OR SHARE OP ISTATE B. Charilabll and Go.ornmlnlal BlqUlltl: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.o Inlor an IInl 13, RlCapllulallon) $ (II more 'pacI I, nlldld, Inll" addlllonal ,hllll 0' 'ami ,III) "'- ., - ~ .,. l '."..,. .-,.-4J,J.:.....:...._, .;- - - ( ~ LAST WILL AND TESTAMENT I, VIRGINIA D. HAUPT, of 18 South Penn Street, the Borough of Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory snd disposition, do hereby make, publish snd declare this my Last Will and Teatament, hereby revoking and making void all wills by me at any time heretofore made. ~. I ordar and diract the payment of all my juat debta and funeral expenses as soon aa may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoaver and wheresoever situate, to my beloved husband, JAMES E. HAUPT, absolutely. ~. In the event my aaid husbsnd ahould predecease me or is not living on the sixtieth (60th) day following my death,. I then give, devisa and bequeath my said estate to my son, JAMES E. HAUPT, JR. FOURTH. In the further event that my said aon ahould predeceaae me or is not living on the sixtieth (60th) day following my death. I then give, deviae and bequeath all of tha rest and rasidue of my astate, raal, personal and mixed, whataoever and wheresoever situate, in equal ahares. to my grandchildren, JENNIFER LYNN HAUPT. LEANNE CHRISTINE HAUPT, and CARRIE ALLISON HAUPT, on a per stirpes distribution basia. ill!!! . In the event that any beneficiary of this my Last Will and Testament is under the age of eighteen (18) years, I then give and bequeath said beneficiary'a \\ . ". $ '~ I.>l \.\ \_C-"u.>., \: MARt<, WEIGLE AND PERKINS _ ATTORNEVS AT LAW _ "5 EAST KINO STREET - 5HIPPENSDURO, PI.. 17257 .,.. ""'--""". --'~f, ,~.'. ~,~____.,_.".,~~" '_ ,';:.;:' share to and appoint aa Guardian of any proparty which paea88 undar thia Will or otherwiae, COHHONWEALTII NATIONAL BANK of Shippenaburg, Pennsylvania, AS GUARDIAN, NEVERTHELESS, to invest and re-invest the same until the said beneficiary reaches the ags of eighteen (18) years, with the following powera in addition to those prssently given by law: A. The power to expend the income towards the health, eupport and maintenance, and education, including a college (both undergraduate and graduate), trade, bueiness or technical achool educetion, of tha aaid beneficiary; B. The power to uxpend the principal, within the diacretion of the said Guardian, if the income is insufficient, towarda the health, support and maintenance, and education, including a college (both undergraduate and graduate), trade, busineas or technical school education, of the said beneficiary; c. The power to sell any and all real estate, within the diacretion of the said Guardian; D. The power and obligation to diatribute the balence of principal and intereat, if any remaining, when the aaid beneficiary reaches the age of eighteen (18) years, without the neceseity of a formal adjudication of the Guardian's account in the CQurt of Common Pleas of Cumberland County, upon the receipt of a good end valid release; E. The principal of the Guardianship and the income therefrom shall be free from the debts, liabilitiea. and engagements of thoae beneficially interested therein. and shall not be subject to sssignment by him or her, nor to attachment or execution under any legal, equitable or other proceas for the enforcement of judgments or claima of any sort against them, either individually or collectively. ~. I nominate, constitute and appoint my husband, JAMES E. HAUPT, to be the Executor of thia my Last Will and Teatament; if he be unable to fulfill the duties of Executor, I then nominate, constitute and appoint my son, JAMES E. IlAUPT, JR., to be the Executor of this my Last Will and Testament. In the further event that JAMES E. HAUPT, JR., ia unable to fulfill the dutiea of Executor, I then nominate, \)~~...:." I>D \ ""~ 1;,,,,, -2- MARK, WEIGLE! AND PERKINS - ATTORNEVS Al. LAW _ 'IS EAST KINO STREET - SHIPPENSBURO. PA. 17257 'i.' .,-'.-"-".,.."'.....,,....~............ _~'....-.L;..:..'':1 constitute and appoint my grandchildren, JENNIFER LYNN IIAUPT, LEANNE CIIRISTlNE HAUPT, and CARRIE ALLISON HAUPT, to be the Co-Executricea of thia my Last Will and Teatament. SEVENTH. 1 direct that naithar my personal representatives nor Guardians shall be required to give bond for the faithful performance of their duties in any jurisdiction. EIGHTH. 1 direct my Executor or Executrix to retain the servicea of DAVID P. PERKINS, ESQUIRE, of the law firm of Mark, Weigle and Perkins, with respect to the settlement of my estate due to his familiarity with my affairs. IN WITNESS WHEREOF, I, VIRGINIA E. I~UPT, have hereunto set my hand and seal to this my Last Will and Teatament, written on three pagea, the first two pages signed for identification only, this \ b day of cu.u(\u..4~' 1989. U' .JJ.. 0. ~ \[) (j \ ~n"'\~EAL) Thia instrument waa by the Testatrix, VIRGINIA D. HAUPT, on the date hereof, signed, publiahed and declared by her to be her Last Will and Teatament, in our presence, who at har request and in her presence and in the preaence of each other. we believing her to be of aound and dispoaing mind and memory, have hereunto aubscribed our names as witnessus. :1lh'~~;c{/ 0~r/l(f a~J a. CU/;u-r- -3- MARK. WEIGLe ~ND PERKINS.. ATTORNevs AT LAW.. It5 EAST KING STREeT - SHIPPENSaURG. PA, 17257 " COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, VIRGINIA D. HAUPT, the Testatrix whose neme is signed to the foregoing instrument, heving been duly qualified according to law, do hereby acknowledge that I signed and executed the inetrument as my Last Will; that I signad it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by VIRGINIA D. HAUPT, the Testatrix, this/loUday of O.J'jIlQ: , 1989. ~'c.~ D~_ \,n \c:-\ \ ' , . MClIPUMlIIAL MIry'" 1M.... NoIIIy ....... Ill~p.nlll'.... M CumbItlancI Coumy Cemml"lonE 1,..Ju 211110 .. ," MARK. WEIGLE AND PERKINS _ ATTORNltVI AT LAW - 'I. EAST KING STREET - IHIPPENSBURO, PA, 172S7 ..~>+ : , .... "~iii~Mtr::~.r.7i.~~t::<~^~,..., .~ ',.1' I ............",. "'M:,"-"""",." . - ':.. ')",~ .~. ~'r~~,~,;,'_"'{";~,,~ . , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, and LJalhMltA tl. /J /.~ the witnee88e the foregoing inetrument, being duly quelified according to law, do de~ose and say that we were present end saw Testator, JAMES E. HAUPT, sign and execute the instrument as his Last Will; that ha signed willingly and that he executed it es hie free and voluntary act for the purposes therein expressed; that each of us in the haaring and sight of the Testator signed ths will as witnesses; and that to the best of our knOWledge the Testator waa at the time eighteen (18) or more yeers of sge and of sound mind and under no constraint or undue influence. '-4.h~J1/lA/ 0/o/MtJ . /Jka-{ fJ. #.//HA.t Sworn or affirm before e by end witnesses, C>>'Jtl-d: C:.~ ,if . . . NOTAIIW. SEAl. ~.. ...--. NaIaly I'IIIllle ~~'I1I~l>...M(> I'IIbefllnd~ 211110 MARK. WEIGLE AND PERKINS - ATTORNEVS AT LAW - 'II EAST KING STREET _ SHIPP!NSBURO. PA, 17257 (!! . t .;' -. - ~...... '.. ,--,- -- "':'---r--- -- .------.~- - -- _. -- ',- - - - - -~ - - __ __ _ __ __ _ ____ "\ ,....::N '. ., . D'-~~.\AA. o. 22..77.5. .....COMMONWEA.LTH. O...F . PENNSYLVANIA . *. ,'0, .... 'i". .... DIPARTMINfOPRIVENUI ti;~iiii,;I.lr c. OFFICIALRECEIPr . PENNSYLVANIA INHERITANCEAND ESTATETAX .' .... ,~,;~, . ACN ~ ASSESSMENT P:'I RECEIVED FROM, It CONTROL 1:,1 AMOUNT NUMBER PERKINS DAVID P le6 E KING STREET 101 t6,400.00 SHIPPENSBURG PA 17e~7 I.. 'OlD HU' lOtD Hf" ESTATE INFORMATION, I:t FilE UMBER g el-1994-0993 m NAME OF DECEOENT IIAST) ~ HAUPT VIRGINIA D II DATE OF PAYMENT B POSTMARK DATE COUNTY SSN 18~-Ol-3486 (FIRST) IMI) CUMBERLAND DATE OF OEATH REMARKS m TOTAL AMOUNT PAID JAMES E. HAUPT,JR SEAL CHECK" eo REGISTER OF WILLS ~------------------------------~------------~----- . , . .-. . ~. ~ J ". . . , .: " .---' r~ --'........---:-^....~_L1 _ ~ Ii "Y .~r..-: I.' .....-- \. / REV-1541 EX AFP 112-94* C~AlTH OF PfNNSYL~AHIA D(PARTtENT OF REvtHW. BUREAU or INDIVIDUAL TAXEI DfPT. ZlD6I1 twRIIIURa, PA 1711..0611 /'1- .). <jq ,- </ NaTICE aF INHERITANCE TAX APPRAISEMENT, ALLaWANCE aR aISALLaWANCE aF DEDUCTIaNS AND ASSESSMENT OF TAX ACN 101 DATE 06-20-95 ClOV FILE NO. DATE OF DEATH 11-02-94 COUNTY CUMBERLAND NaTE. Ta INSURE PRaPER CREDIT Ta yaUR ACCOUNT. SUBMIT THE UPPER paRTIaN aF THIS FaRM WITH YOUR TAX PAYMENT Ta THE REaISTER aF WILLS. MAKE CHECK PAYABLE Ta "REGISTER OF WILLS. AGENT" REMXT PAYMENT TOI DAVID P PERKINS ESQ MARK ETAL 126 EKING ST SHIPPENSBURG PA 17257 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.r.l ExpanloI/Ad.. Calta/Hlla. expan... (Schedule H) 10. Dabta/Hortgaga Liabiliti../Liana (Sch.dul. Il 11. Tot.l Deduction. 12. Nat Valu. of TaM R.turn 15. Charltabla/Govarnaant.l S.qua.t. CSch.dule ~) 14. Hat Valu. of E.t.t. Subjeot to TaM If an aesasemant wes issuad praviDUslY, linas raflact figuras thet includa tha tDtal Df ~ ASSESSMENT OF TAX: 15. A~unt of Lin. 14 .t Spau..l r.t. 115) 16. A.aunt of Lin. 14 taMable .t Lineal/Cta.. A rat. (16) 17. A~unt of Lin. 14 tlMabl. at Collat.ral/CI... 8 rat. (17) 18. Prlnolpal Ta. Due TAX CREDITS: PAYMENT ~ATE 02-01-95 NOTE: RECEIPT HUMBER AA02277 5 DucaUNT 1+1 INTEREST I-I 336.83 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AMOunt R..ltted 12,836.61 3.192,73 1111 1121 1151 1141 14/ 15 and/Dr 16, 11 and 18 rs~urns assassad tD deta. ( CHANaED r:- ;..:-~ N '" 111 67.9'00 , 00 '" ~_. ~ 121 __ '.00 (/, 131 ;p ~.'O 0 ~ 141 ,00 ISI 60.405,62 161 ,00 171 .00 181 191 llDI ,00 X ,03. 112.276,28 X ,06. ,00 X,15. 1181 AMOUNT PAID 6.400,00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE '''." 128.305,62 H.n:>Q ~4 112.276,28 ,00 112.276,28 will .00 6.736.58 .00 6.736,58 6,736.83 .25CR ,00 .25CR . IF PAID AFTER DATE INDICATEO. SEE REVERSE FCR CALCULATIaN aF ADDITlaNAL INTEREST. IF TaTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED. IF TaTAL OUE IS REFLECTED AS A "CREDIT" ICRI, Yau MAY BE DUE A REFUND. SEE REVERSE SIDE aF THIS FaRM FaR INSTRUCTIONS. I CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv:iiI4j-ijf-"Fji"ii'2:94Y"Niii'"ici--opuitiiiiiiiTANci-YAiC"'APPR'Aisiii'iNr-;-"iliiliANCi-oJim---;----mu DISALLOWANCE OF DEDUCTIONS AND ASSESSHEHT OF. ;TAX :r; ':'J,., ESTATE OF HAUPT VIRGINIA D FILE NO. 21 94-0993 ACN;. 101' DATE :'06-20-95 TAX RETURN WAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l E.t.te ISchedule AI 2. stock. and lond. ISchedul. 8J S. Clo.ely Held stock/P.rtn.r.hlp tntere.t ISch.dul. CJ 4. "ortaaae./Not.. Receivable ISchedule OJ S. C..h/Bank Depo.itI/Hilc. Per.on.l Property ISchedule EJ 6. Jolntl~ Owned Pr.p.rt~ ISchodul. FI 1. Tran.fer. .Schedule OJ 8. Total A...t. ESTATE OF VIRGINIA D.IIAUPT 21.94-0993 FAMILV SETTLEMENT AGREEMENT THIS AGREEMENT made this / Lf ~ day of ~~ ,1995, BETWEEN: JAMES E,HAUPT, JR., being the legatee under the Last Will and Testament of Virginia D, Haupt, late of the Borough of Shipp ens burg, Cumberland County, Pennsylvania, AND JAMES E, HAUPT, JR" Executor of the Estate of Virginia D, Haupt, deceased, WHEREAS, Virginia D. Haupt dicd November I, 1994, testate, and under her WiIIlefi her estate to the party herein; and WHEREAS, Letters Testamentary were granted to James E, Haupt. Jr, on November 25, 1994, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all the assets of the late Virginia D, Haupt have been liquidated or distributed and all her debts paid in full. and further the period of four months having terminated since the first advertisement of the issuance of Lctters to the said Executor. the said party hereto desircs to waivc the duty of the Executor to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by The Court of ConUllon Pleas of Cumberland County, Orphans' Court Division. AND FURTHER desires that a Family Settlement Agreement be executed, which Fnmily Settlement Agreement will be duly recorded nmong the deed records in and for Cumberland County, NOW, THEREFORE, WITNESSETH, that the party hereto, in consideration of the premises above statcd, and ofthc Accounting and Proposed Schedule of Distribution attached hereto and made a pnrt hereof, and the receipt of his distributive share as therein shown, docs mutually bind himself to the said Distribution and Accounting as set forth and further mutually releases each other and in MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ Uti EAST KINO STREET _ SHIPPEN5BURG, PA 17287.I3D7 - ,'" .. .~~~ < ... . " ' . . ,r'.,""'""".,,'~' '7,,,.1,' t." '-.;,.,.,...._ _";'::.~;"':;'f4. ..'r;"-:i,;-';_ ';:"T' ;o='",=',,-_~ ;p;~", ~" particular Jnmes E. Haupt, Jr" Executor, from all claims and demands whatsoever arising out of the settlement of the Estate of Virginia 0, Haupt. IN WITNESS WHEREOF, the party has hereunto set his hand and seal the day and year first above written, Witness: ~D't'\MA.. W J,J~-rJ (SEAL) / STATE OF NORTH CAROLINA COUNTY OF R oWi!1111 On this, the I 'I ~ day of J' u.1 y' , 1995, before me, a Notary Publle in and for said County and State, the undersigned officer, personally appeared, known to me (or satisfactorily proven) to be the person whose nome is subscribed to the within instrument, and acknowledged that he executed the some for the purposes therein containe~. SS, (SEAL) My com 'sion expires on: J.2/IJ7 '17 MARK, WElOLE AND PIRKINS _ ATTORNEYS AT LAW - 128 EAST KINO STREET - SHlPPENSDURD. PA 17,357-1307 EXECUTOR'S ACCOUNT FIRST AND FINAL ACCOUNT OF James E, Houpt, Jr., Executor For ESTATE OF Virginia D. Haupt, DecellSed Date of Death: Date of Executor's Appointment: Dates of Advertisement of Letters: News Chronicle Cumberland Law Journal November I, 1994 November 25, 1994 Accounting for the Period: December 1,8,15,1994 December 23, 30, 1994, January 6, 1995 November 25, 1994, to June 26, 1995 Purpose of Account: James E. Haupt, Jr., Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate, It Is important that the account be carefully examined. Requests for additional infonnotion or questions or objections can be discussed with: David P. Perkins, Esquire MlIfk, Weigle and Perkins 126 ElISt King Street Shippensburg, PA 17257 (717) 532-7388 1 MARK, WIUOLa AND PERKINS.- ATTORNevs AT LAW _ 128 EAST KINO STRain' _ SHIPPENSBURO, PA 112117-'107 . - - -- .-- .~....>,.t.:.:;<~r-~'~~~'"""",-,~~",..",-".,,S-,..,.,~-'. ':~-""'-.f' ~!C'.*~_:-~' ~-, _ SUmmBI'V of Account Page Proposed Distribution to Beneficiaries 9 1J.67S.72 Principal Receipts 3 130,908.27 Less Disbursements: Debts of Decedent Funeral Expenses Family Exemption Administration Expenses Federal and State Taxes Fees and Commission 4 5 5 5 6 6 3,192.73 4,908.40 o 1,062.41 6,400.00 6.882.22 22.445.76 Balance before Distributions Distributions to Beneficiaries 7 108,462.51 99.391,50 Principal Balance on Hand 7 9,071.01 Income Receipts Less Disbursements 8 8 2,741.80 137.09 Balance before Distributions Distributions to Beneficiaries 8 2,604.71 o Income Balance on Hand 8 2,604.71 Combined Balance on Hand J.j.675.72 2 MARK. WEJOLE AND PERKINS _ ATTORNEYS AT LAW _ 12e EAST KINO STREaT - SHIPPENSOURO, PA 112S1.UD7 Reeelptl of Prlnelpal ClW1 Accrued Interest to dote of death Interest date of death to closing 4,053.10 4.93 .17 Mcllon Bonk Checking Account #412-222-7525 Mellon Bonk Statement Savings Account #410-469545 1,100.35 Accrued Interest to dote of death Interest dote of death to closing .06 1.89 Mellon Bonk Money Market Account #410-070-2051 43,681.87 Accrued Interest to dote of death Interest date of death to closing Deposit In tronslt at dote of dcath 73.81 110,01 688,00 49.714.19 Tanyible Personal Property l , . " . j Personal Property - appraised value 11 ,491.50 Real Estate f t . 14-16-18-20 South Penn Street, Borough of Shipp ens burg, Cumberland County, PA, 67.900,00 I j . Inventory 129.105,69 Received after date of death: Reimbursement to estate by James E, Haupt for real estate expenses paid by estate aficr January 1. 1995 1.802,58 Total Receipts of Principal 130.908,27 3 MARK. WltGUE AND PEAKINS _ ATTORNEVI AT LAW - 12D EAST KINO STREET - SHfPPINSOURO, PA 173117.1307 D1sbuncmcnts of Principal Debts of Decedent 11-7-94 Checks drown on Mellon Bank Checking Account #412-222-7525 clearing after date of death 24.48 12-13-94 Penelee - service to 11-8-94 9.93 12-13-94 United of P A - 11-4-94 billing 21.05 12-13-94 Mike Wingert - management services September, October, November 280.00 12-13-94 Penelec - service to 11-8-94 39.12 12-13-94 Gasco - 11-7-94 reading 129.69 12-22-94 Penelec - service to 12-12-94 7.13 12-22-94 Public Opinion - deliveries prior to cancellation at date of death 18.75 1-3-95 Gasco - 12-7-94 reading 193.45 1-3-95 United ofPA - 12-4-94 billing 51.19 1-3-95 Penelec - service to 1-8-95 70.29 1-5-95 Mike Wingert - repairs required to borough inspection 732.00 1-18-95 Boker & Russell - 11-28-94 fuel oil delivery 162.36 1-31-95 Gasco - 1-9-95 reading 306,46 1-31-95 Boker & Russell- 12-30-94 and 1-11-95 fuel oil deliveries 176.42 1-31-95 Borough of Shipp ens burg- 4th quarter 1994 water, sewer, and refuse 720.41 4 MARK. WEIQU! AND PERKINS _ ATTORNEVS AT LAW _ laB EAST KINO STREET - 5HIPPEN5BURG, PA 172B7.U87 1.31.95 Borough of Shlppensburg . rentalllcense renewal 200,00 3.1.95 Mark, Weigle and Perkins. prepnrntlon of 1994 final income tax returns 50.00 3,192.73 FunemJ Expenses 12.13.94 Fogelsanger.Brlcker Funeral Home 4,908,40 Familv Exemption None Administration El(penses 11.25-94 Register of Wills, Cumberland County. Letters Testamentary and Short Certificates 261.00 12.1.94 Cumberland Law Journal- advertising Letters Testamentary 40.00 12-1-94 Dennis L, Gotshall, Auctioneer - appraisal of personal property 155.00 12-12-94 Recorder of Deeds, Cumberland County- recording Executor's Deed to James E. Haupt, Jr, 17,00 1-5-95 News Chronicle - advertising Letters Testamentary 52.40 2-17-95 Dauphin Deposit Bank and Trust Company- estate checks 16.42 3.1.95 Aushennan Brothers - real estate appraisal fee 400.00 3-29-95 Register of Wills, Cumbcrland County - filing Invcntory, Appraisement, and Statement of Debts and Deductions 25.00 5 MARK. WEIQLJ[ AND PERKINS _ ATTORNEVS AT LAW - 130 lAST KINO STREET - SHIPPEH5BURO. PA t72117.UII7 To Be Mnrk, Weigle and Perkins Clients Account Paid reserve for filing Family Settlement Agreement with Register of Wl\1s, Cwnberland County 60.00 To Be Mnrk, Weigle and Perkins. reimbursement Paid for postage, xerox copies, and long distance telephone calls 27.59 To Be Linda K. Klein. Notary Fee 8.00 1,062.41 Paid Fedeml and State Taxes 1.30.95 Register of Wills, Cumberland County. P A Inheritance Tax, payment at discount 6,400.00 Fees and Commission ToBe Mnrk, Weigle and Perkins. Attorney Fee Paid 6.882,22 Total Disbursements of Principal ~ 6 MARK, WEIGLE AND PERKINS _ ATTORNEV. AT LAW _ Uti EAST KINO STRUT - SHlPPENSBURO, PA 17211.11111 Distributions of Principal to Denenclarles 12.19.94 TO: James E, Houpt, Jr. Real Estate. IN KIND Personal Property. IN KIND 67,900.00 11,491.50 2.1.95 TO: James E. Houpt, Jr. Cosh 20.000,00 "~ Principal Balance on Hand Cosh ~.071.9f 7 MARK. WElOLEAND PI:RKlNS _ ATTORNEVS AT LAW - US lEAST KINO ITREET - SHIPPItNSBURO, PA naI7.'."7 Interest: Rents: To Be Paid None to date Cash Receipts oflneome Mellon Bank Estate Checking Account 1110-361820 Interest 12-1-94 to 6-15-95 Mellon Bank Estate Money Market Account #10-361804 Interest 12-1-94 to 6-15-95 Mildred Weller - November Cmig Zello - November Jonathan Foust - November Mildred Weller - December Cmig Zello - December Jonathan Foust - December Mildred Weller - January Cmig Zello - January Jonathan Foust - January DIsbursements ofIneome Mark, Weigle and Perkins - Income Commission 5% on $2,741.80 ':t':" "..: .?':_ .".',~ 35.62 276.18 311.80 335.00 250,00 225.00 335.00 250.00 225.00 335.00 250,00 225.00 2.430,00 ~ 137,09 Distributions ofIneome to Beneflclerlcs 2.604,71 MARK, WElOLE AND PERKINS - ATTORNEYS AT LAW - taD EAST KINO STREET _ SHIPPI!NSBURO, PA 113117_11117 Income Balance on Hand 8 ''''" .<,;,"-",/- Proposed DIstribution to DcnenclBrlcl TO: James E. Houpt, Jr. Receivable owed to estate 1,802.58 CASH 9.873,14 .1J.675.72 JAMES E. HAUPT, JR., Exccutor of the Estate ofVlrginlo D. Houpt, deceused, hereby declores under oath (penolties of perjury) that he hus fully ond faithfully discharged the duties ofhis office; that the foregoing First ond Final Account is true and correct ond fully discloses 011 significant tronsoctions occurring during the accounting period; that 011 known claims against the estate have been paid In full; thot, to his knowledge, there ore no claims now outstonding against the estate; ond that olltoxes presently due from the estate hove been paid, Subscribed ond sworn to by JAMES E, HAUPT, JR., before me this 1'I~doy of ::r.....\'/ ,1995, ~.'/" 9 MARK. WBIGLE AND PERKINS _ ATTORNIEVI AT LAW _ Uti EAST KINO STRBIET _ IHJPPEHSBURO. PA naS7.13D7 #H'1t ,~l~~):'i.~: :!J.: ",,_,~,-~, , ,"".!'..'L' .~-"",~,~I:;0~:~~J~lt~~r"~' -h " ," 'f<I,' ',"", ,- ~__-';.,~. ~~~,J ,tjf\~'~,~" ;'..- .." -y :., j ,~ /~~~">, '1'.:<,~:;;\1 ~:; ,"," j ~ '" . .~, ' '.' .- :~ i (;' "I'"," ":""" "';'. , ~"),, ',' i '.. . -~ ., - , - .;;" .", , MARK, W!lOLE AND PERKINS, AnoaNEV' "T lAW U6 EAn K'NU S...... SIII.UN.IUaU, PINN.. 1715'7 T.....llo... (7111532-7.)11 F... (717) SJUSSl .. ~,' -".; -!J.,' T': ' ~' c ... REGISTER OF WII.LS. CUKBERLAND COUNTY ,;," 0\ ROC'~I: .',; ,!IllS ReI!' ',: STATUS REPORT UNDER RULE 6.12 'm ~PR -3 1\8 :1\9 Name of Decedent: Virdnia D. Haupt '.;)url CIIlI' ' ,- I'" . ,. \..,1)'1 ~ cun1'oCfi.,. , Date of Death: 11-1-94 Will No. 21-94-0993 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court RUles, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 11-1-95 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the 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 Cerk of the Orphans' Court and may be attached to this report. Da te: March 29. 1995 ~~.'~ Signature " . ~ 'i: David P. Perkins, Esquire Name (Please type or print) MARK. WEIGLE AND PERKINS 126 East King Street Address Shippensburg, PA 17257 ( 717) 532-7388 Tel. No. :t ~ Capacity: Personal Representative X Counsel for personal representative < (MAil I rmf/ AM3) ... ~ REGISTER OF WILI.S, CUMBERLAND COUNTY t ~ t . STATUS REPORT UNDER RULE 6.12 , ~ J: t' , , t Name of Decedent I Virginia D. Haupt Date of Deathl November I, 1994 will No. 21-94-0993 Admin. No. f ~. r^ 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 I t, 1. State whether administration of the estate is complete I Yes X No l. , I 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I i~ i: 3. If the answer to No. 1 is Yes, state the followingl , 1 . "i a. Did the personal representative file a final account with the Court? Yes No X " b. The separate Orphans' Court No. (if any) for the personal representative's account iSI 'c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Datel 7-18-95 r- ",:,::..,'( () If) ..,0.. "'- rf.J rC - N , ~ " '1; ".. ~) ,Ii .U U...:: tJ:) , c: wCI: P' ~8 a: .(OCi~j (? p~~ (ql. ) Signat.ure David P. Perkins. Esquire Name (Please type or print) MARK, WEIGLE AND PERKINS 126 East King Street Address Shippensburg, PA 17257 ( 717 I 532-7388 Tel. No. Capacity I Personal Representative X Counsel for personal representative (HAHlrmf/AM3)