HomeMy WebLinkAbout95-00469
Pt:TITION nm PIWUATE und GRANT or LETTERS
';;1- 95- '-161
v
Ii.Hale <If Cnthorino E. ^nkf'V
also kllo"'1I as
No.
To:
ReglMel of Wills for the
. D",'eased. Coul1lY of _ CUlnhel'lnn.1 In the
Social Seeurily No. 204-03-3907 Commonwealth of I'ennsylvunla
The petillon of the undersigned respeclfully represems thai:
Your pelltloner(s), who Is/lilt 18 years of age or,older an the execUI I' J"
in lhe Inst will of the nbove decedem, dnled I' I'll run rv 1 3
nnd eodlcll(s) dnled
nnmed
,19.111-
Decendent wns domiciled al death In Cumberland COUI1lY, Pennsylvania, wilh
I' or lasl family or principal residence at 113 Pi (th Str""t. ',"mnyn" ,
Cumb
'IlUlIe rch:\'Dnl ciH:lIl11~ll1l1t'Cli, c.l!,. rcnum:ialhm. death or (",(CUlor. elc.)
Decendent, then 80 years of age, died Juno 8 . 19 9S
at 113 Fifth ~tr~pt T,pmnyn~ C"l1mhrU'" ~n,.:w "'''''''Rt.~. r nqRnFtyl"ania .
Except as follows, decedent did not marry, was nOI divorced and did nol have a child born or adopled
afler execullon of lhe will offered for probate; was notlhe vicllm of a killing and was never adjudicated
Incompelenl:
Deeendent at death owned properlY wilh estimated values as follows:
(If domiciled in Pa.) All personal properlY
(If not domiciled in Pa.) Personal property In Pennsylvania
(If not domiciled in Pa.) Personal properlY In County
Value of real estate in Pennsylvania
siluated as follows:
(list meel. number and mundpalil)')
S 17,000.00
S
S
S
WHEREFORE, petilloner(s) respectfullY
presemed herewilh and the grant of lellers
theron.
request(s) the probate of the last will and codieil(s)
testamentary
(lcsIOmenIOr)': administration c.l.0.; admlnbtrallon d.b.n.c.t.a.)
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113 5th st.. l.cmovn('O. P^ 1"7n41.
-
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF _ CUMBERL/lND l::lS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing pelition arc
true and correct to the beS! of the knowledge and belief of petitioner(s) and thaI as personal represen.
lative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
a ' ;tU ?
affirmed an~~T~bsJ~~~ r. l~~~k i. s~~,A' /
MAR~ C, LEWI; ! Rcg;srcr f~/~/'
Sworn to or
before me this
,
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No. ?1 - q~ - 469
Estate of
C^TIIEIIINIl E. ^SKEY
. Dcccascd
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUNE 19. 19.JlL, In consideration of the pelllion on
lhe reverse side hereof, satisfactory proof huving been presented before me.
IT IS DECREED thai the Instrumenl(s) dated FEBRUARY 13. 19B7
described lhereln be admiued to probate and filed of record as the last will of Catherine Il,
^skey
and LelterS Testamentsry
are hereby granted 10 Frederick E. Ssgle
(ffi rh.
FEES
Probate, Lellers, Ele. ... . . . . ., S
Short Certifieates( 5) .., . . . . . .. S
RcnWlclalion ................ S
^-~ages b.UU
JCP L 5.60
TOTAL _ S 76.00
Filed ..... ~~.N.~ . ~ ?...1 ~?~, .. . .. .. .. .. . ..
MARY C. LEWIS
David II. stone, 139785
ATTORNEY (Sup. Ct. I.D. No.)
414 Bridge St., New Cumberland, P^ 17070
ADDRESS
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Mailed letters and order to attorney on 6-19-95.
21 - 95 - 469
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c^,rlllml Ni' i'. AS~IW
I, CATHERINE E. ASKIW, of the llorOllllh of I."moyne, County of
Cumberland, and Commonwealth of l'ennaylvllnJa, declare this to he my lost will
nnd rovoke any wJ 11 prf'vlollnly mllde hy mo.
mm I: I devise und hC(IUeath all of my en tote of every nnture and
wherever situate to my son, FII~:IJERICK E. SAGI,~:, if he survives me. It is my
desire that my said son dIspose of my estate os he sees fit.
ITEM 11: Should my sou, FRlm~:RICK E. SAGJ,~:, fail to survive me, 1
devise and bequeath all of my cst/He of every nuture and wherever situate to
my son, GEORGE WlI,LIAM SAGI.E.
In:M II I :
I direct that all tnlles that may be assessed in con-
sequence of my death, of whatever nature und by whatever .1uriadiction imposed,
shall he pAid (rom my residuury ('stnte ns 0 part o( the ellpense o( the admi-
ntstratJon o( my estllte.
[Tim IV: I Appoint lilY son, I'Rlmi'llICK E. SAGI.E, i'lIccutor of this my
lost wtll. Should my aon, ~'RElJlmICK E. SAGLi' , (oil to qualify or cease to nct
AS ElIecutor, 1 appoint my son, Gi'ORGE WILI,IM' SAGI,E, ElIecutor of this my lost
wil 1.
ITI-:tl '{,: I direct that neither my ElIecutor or his successors shsli
not be required to Ilive bond for the faithful performonce of their duties in
STONI, BAJIR
. aTIWART
Ahomey. ., L.w
'" 14 Bridge 8t,...
New Cumberl.nd, P..
17070
-
Sworn to or nffi rmml to /lnd ncknllwledl\ed before me by CATIIIlIUNIl \':.
ASKIlY, the TeHtntr1K, thlH f,J.y.f day of ~f.J~L.d.-Af . 1987.
!(AYE RIHIf LUCKIY, Nellry Public
New Cllmbtrllnd, Cumberllnd Co., p"
My CommIlllon bplrll Mardi 27, lYu\
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_E.aLIL .I,<:,~.-
-----; J Nota y I'ublry-
COMMONWIlALTII OF PENNSYI.vANIA
:55:
COUNTY OF CUH81lRLAND
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the witnesseH whose names are signed to the nttnched or foregoing Instrument,
being duly qualified according to lnw, depose and soy that we were present and
sow Testatrh sign and ellecute the Instrument as her lost wJll; thnt Testatrix
signed wllllngly and that she executed it ns her free and voluntary oct for th
purposes therein expressed; thnt each of us in the henrlng and sight of the
Testatr1K signed the will as witnesses; that to the best of our knowledge, the
Testatrill was at that time eighteen or more years of age, of sound mind and
under no constraint c,,' undue Influence.
~~L/;/ 4z'<-#;;;'l/sL~_
WltnesH
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(!~<1:tt.Al~ "./ >{Js..p..,.U!~
WitnesH
Sworn to or nfflrmed to lInd acknowledged beforc me by
~c.iza...d_' z,'/' ...,lEa"..",.:/: nnd !J..,1d-i:t.LC,.<-/X. ~,of /,: ,wltnesscs,
this .d!:. day of ...LJ'I~""''''''O'''''' ,1987.
STONI, BAJI"
. tlT.WART
Attorney. at Law
414 Bridge Bu..,
Naw Cumberland, P.,
17070
1~' >e. 1:;L<!.&tJ......
, Not ry Publ
Page 3
~YE RENEE lUCKEY, Notary Public
New Cumberland, Cumberland Co,. p",
Mj (ommllllon Expire. Marth 27,196',
'1-,1, "of!
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CERTIFICATION OF NOTICE UNDER RULE S.6Ca)
Name of Decedent: Catherine E, Askey
Date of Death: June 5, 1995
Will No, 1995-00469
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court rules was served on or mailed
to the following beneficiaries of the above captioned estate on
June 22, 1995,
Frederick E, Sagle
113 Fifth Stret
Lemoyne, PA 17043
Notice has now been given to all persons entitled thereto under
Rule 5.6(a),
Date:
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414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
.x
Personal Representative
Counsel for Personal
Representative
,
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.----- -- ~---- - - ~ ----- -------- ---- - --'--- - ------- -- ---, ---
-fOIOHU,
Q....AA. . 082121 COMMONWEALTH OF PENNSYLVAN.IA
N~ .' .. DEPARTMENT Of REVENUE
'''~l'' ~;""~I' '. .. OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAl(
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RECEIVED FROM,
ACN
ASSESSMENT P:'
CONTROL ...
NUMBER
&
AMOUNT
STONE DAVID HEAN
414 BRIDGE STREET
101
le,ooo.oo
NEW CUMBERLAND, PA
17070
ESTArE INFORMATION,
~ FilE NUMBER
'iI 2l-l99~-0469
~ NAME OF DECEDENr (lAST'
~ ASKEY CATHERINE E
II DATE OF PAVMENr
1:1 POSTMARK DATE
COUNrv
fOIDHllf
SSN 204-03-3907
IFIRSt) (Mil
CUMBERLAND
DAtE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
12,000.00
VZ
FREDERICK E SAGlE
SEAL
CHECK.. 002
I J .'
Y! It ," 1." '; I
RECEIVED BY . I'., I, 1.-,< ~, "11v.'u) I' "",/
. S10NATUR~. '.. 1/ , ./.
1 (\,4 J'lt,' ,
MARY C. LEWIS ,,-
REGISTER OF WIllS I', I"
REGISTER OF WILLS
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'OR DAm 0' DIATHAmR 12131/91 CHICK HI'
If A SPOUSAL 0
POVIR", CRIDIT IS CLAIMID
fill HUMRIR
1. Roal Ellalo (Schodulo AI 11 I
2. Slach and 8and. (Schodulo BI (2)
3. OalOly Hold Slack/Partno"hlp InlorolllSchodulo q (3 )
4. MartB'Bo, and NOlO. Rocolvablo ISch.dulo 01 ( 4 )
5. Ca.h. Bank Dopa.III & Mlltollanoaul Ponanal Praporty (5) 16.925.12
(Sch.dulo EI
6. Joln,ly Ownod Praporty (Sch.dulo FJ ( 6 I 6 ~ 6 ~ ~ 10
7. Tran"", (Schodulo G)ISchodulo II (7)
8. Total Gra.. Au.t. (total Un.. 1.7)
9. Fun.ral Exp.n.... Admlnhtrativ. Co.", Mhcellan.ou. 191 13. 2S 7 .ll3
E><po,," (Schodulo HI
10. Dob", Martgago lIabllitlll, lion. (Schodulo II 110) 10 fifi 1 1~
11. TOlal Doductlan. (Ialalllnll 9 & 10)
12. Nol y,luo of E,'alo (lIno 8 mlnulllno 11)
13. Charitabl. and Gov.rnm.nlol Slqu.... (Schedul. JI
14. Nol Yaluo 5ubJoct 10 Tax(lIno t2 mlnulllno 131
15. Spautal Tran"o" (far datil af doalh akor 6.30.9~)
S..lnllructlan. for Ar,pllcabl. P.rcentage on R.ven. (15)
Sldo. (lndudo valuo. ram Sch.dulo K or Schodulo M.)
16. AmaUnlafllnolAtaxabloal6%ra'o (16) 3B.461.24
(Includ. valulI from Schodulo K or Schodulo M.I
17. Amaun' of lIno lA taxablo 0115'1'0 ralo (17)
(Includ. valu.. from Sch.dul. K or Sth.dul. M.)
lB. Principal lax duo (Add lax from lInll IS, 16 and 17.1
19. Credill Spoulol Pav.rty Cr.dil Prior Paymenll Dllcoun' Inl.rllt
+ $" .nnn nn +$101; ?e.
20. IIl1no 19 10 groator Ihan Uno 18, onlor lho dlHoronco an lIno 20. Thl. 10 Iho OVERPAYMENT.
m 0 ."rr.r:I~""'''.._'j'I...lf'''.''''ln~.lllh......."r:Tnr:'''T.I.1n.''''.IIJ.J!l!.i'.IIli.1l.
21. If lint 18 fa srlal.r than lIn. 19, .nt.r the diff.r.ncI on lIn. 21. Thl. h the TAX DUE.
A. Enllr the int.r'lt on the balanc. due on Un. 21 A.
8. Enlor tho 10101 of Uno 21 and 21A an lIno 218. Thl.II Iho BALANCE DUE,
Malel Ch.cle Pavabl. tal R.gl..., of Willi, Ag.nt
~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE'AND TO REOlECK MATH -<
Jnder Plnolll.. of p.rjury, I dlclar. that I have examined thll return, Including accompanying Ichedule. and Ital.m.ntl, and to the belt of my knowledgl ond beli.f,
r II truI, correct and completl. I d.clar. thot all r.ol eltal. hal bltn r.parted at true mark.t valu.. D.darallon of pr.par.r oth.r than thl p.nonal r.prel.ntative j,
,al.d on 011 information of which preporer hOI any knowl.dgl.
tGN,t,:r~~O'~~~N_Rf~'~511}l'0"'PlUNGIt TUltN AOOUU DAIl
~ L~~ 113 N. 5th Street, Lcmo nc PA 17043
GNAIU .(PARER OTHU HAN II PIIUtNTA1IY( ,t,oouu
P.O.
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IdlEu
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS) cou~\v CODE
C PIN 'S C "'Pl ADDllU
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COMMONWfAlTH O' PfNNSYlVANIA
OEPARIMINT 0' UVfNUl
Of" 210601
H....ltlSlU.O. PA 17128.o60t
OleeDfN ' NAMIlLA5 . 'IU . AND MIOD\IINIIIA11
Cathcrine H.
SOCIAL SIC IllY HUMin
DAll 0' IIIt'H
1-( 3-\:>
113 N. 5th Strcet
Lemoyne, PA 17043
Co. Cumberland.
AMOUNT uellvlD (511 INSTRUCTIONSI
~iAR
~JU'B
I" AP.."t:Jl.III! IUIVIYINQ IPOUII"1 ",""IILAII, 'II,. AND MlDOU ltollll'll
o 3. R.malnd.r R.turn
(far dato. of doalh prlar 10 12.13.8
o 5. federal Ellatl Ta" R.turn R.quired
DAIl O. DIAIH
204-03-3907
06-0B-95
~
o
o 2. Supplomonlal Rolurn
1. Original R.lurn
lilffi
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B2
o "D. Futur. Int.,.at Compramll.
(far dalll of doath akor t2.12.821
(;9 6. O.c.d.nt DI.d T.llol. 0 7. D.c.d.nt Malntaln.d a Uvlns Trult
IAllach capy of Willi (A"ach copy of Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATlONSHOUUI BLDIRECTED TO.
HAMf COMPLUf MAILING ADOIISI
Stone LaFaver & Stone
P.O. Box E
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4. Umltod Ellato
_ B. Total Numb., of Safe Depolit Bau
TfLEPHONI HUMin
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z
co
5
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..
(B) 62,380.42
111)
(121
1131
1141
23,919.18
38.461.24
.00
3I1,4bl.~4
)C,_-
)C .06.
2.307.67
II .15 .
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co
8
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(18)
1.J97.."7
(19)
(20)
?, ln~ ?,.,
202.41
.00
202.41
1211
121AI
(2181
ESTATE OF
,
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SCHEDULE E
CASH, BANK, DEPOSITS
AND MISCELLANEOUS
PERSONALPROPERTV
FILE NUMBER
Catherine E. Askey
ITEM
NUMBER
I.
2.
3,
4.
2195-0469
DESCRIPTION
VALUE AT DATE
OF DEATH
Dauphin Deposit Bank and Trust Company-Checking Account #0033359741
Members 1st Federal Credit Unlon.Shnre Savings Accounl 114791O'(){), Principal
257.70,lnterst $.19
$15.009.19
257.89
Members 1st Federal Credit Unlon.Checking Account 1147910-11, Principal
$1,471.00, Interest $.64
Capital Blue Cross.refund
1,471.64
186.40
TOTAL Also enter on line 5. Rcca Ilulallon
$16.925.12
i
Account No.
Type
Date Opened
or Issued
Date Closed
or Matured
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFICE: 213 MARKEl STREEI. HARRISBURG. PENNSYLVANIA 17101
717-2&~212'
Decedent confirmation
NAme:
Catherine E, Askey
Social Security No.: 204-03-3907
Date of Death (DOD): 06/08/95
0033359741
------------------------ ------------------------ ------------------------
Checking
------------------------ ------------------------ ------------------------
01/02/86
------------------------ ------------------------ ------------------------
08/24/95 (Closed)
------------------------ ------------------------ ------------------------
Date of Death
Balance $15,009.19
PLUS
------------------------ ------------------------ ------------------------
Date of Death
Accrued Int. -0- (Paid on 000)
------------------------ ------------------------ ------------------------
Joint (),lmers
(if any) None
Date of Joint
(),lmership
------------------------ ------------------------ ------------------------
------------------------ ------------------------ ------------------------
------------- ------------------------ ------------------------ ------------------------
Special Comments: N/A
Additional information available at $20.00 per hour. One hour minimum.
Date Prepared:
September 6, 1995 Prepared by:
Carolyn A, Berkebile
Telephone No. (717) 255-2054
Customer Management Information Dept. (CMI)
Page 1 of 1
Form 00-020-218 (REV 7/93)
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Cutherine E, Aok
J.lntt......(.)
219~'O469
NAME
ADDRF.llH
IlEloATlllNHIIIP 1'() IlECEIlENT
A. Frederick E. Sugle
113 N,5th Slrcct, Lcmoyne, pA 17043
son
B.
C.
J.lnd'.......... '''''''"11
LETTER
ITEM FOR IlATE DESCRIPTION OF PIlOPERIT TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER JOINT MADE OF ASSET %INT, DECIlDENT'S INTEREST
TENANT JOINT
J. A 1987 All that certain lot of land situate in
lite Borough of Lcmoyne, Cumber-
land Co., PA being sume premises
which Callterine E. Askey, widow,
und Frederick E. Sugle, by Iheir deed
daled , 1987 and recorded
in Cumberlund Co. Deed Book_,
Vol.__ Page _' gmnled und
conveyed unlO Catherino E. Askey,
widow, und Frederick E. Sugle, 115
joint tennnlS WiOl right of sulVivor-
ship und not us teuonlS in common,
one of the dccedenlS herein.
Assessed vulue ($6,820) X common
level mUo (13.33) $90,910.60 50% $45,455.30
TOTAL (A1IOm1cronlino6, Ree.pitul.'ion) $4',4",30
-
,>
,
TillS DEED
HADE TIlE ( 3 day of
of our Lord one thousand nine hundred
Re.
eighty-seven
in the year
(1987) .
BETWEEN
CATHERINE E. ASKEY, Widow, and FREDERICK E. SAGLE,
of the Borough of Lemoyne, County of Cumberland
and Commonwealth of Pennsylvania
Grantors,
and
CATHERINE E. ASKEY, Widow, and FREDERICK E. SAGLE,
aa joint tenants with right of survivorahip and not
as tenanta in common
Grantees,
WITNESSETH, that in consideration of ONE AND NO/lOO--------------------------
----------------------------($l.OO)-----------------------------------Dollar
in hand paid, the receipt whereof is hereby acknowledged, the said Grantors
do hereby grant and convey to the said Grantees, their heirs and assigns,
ALL THAT CERTAIN lot of land situate in the Bor.ough of Lemoyne, Count
of Cumberland, and State of Pennsylvania, more particularly bounded and
described as follows, to wit:
TONI, .AJI"
.. IITIWA"T
BEGINNING at a stake on the eastern line of Fifth Street on the
dividing line between Lots Nos. 169 and 170 aa shown on the hereinafter men-
tioned Plan of Lots, being the corner of lands now or late of S. J. Quigley;
thence along the eastern line of Fifth Street North 32 degrees West 125.76 fee
to s stake at the southern extremity of the arc or curve connecting the easte
line of Fifth Street with the southerly line of Washington Terrace; thence alo
said curve to the east with a radius of 10.87 feet, a distance of 22.43 feet t
a stake in the southerly line of Washington Terrace; thence along the southerl
line of Washington Terrace North 86 degreees 13 minutes East 42.31 feet to a
stake; thence continuing along the southerly line of said Washington Terrace 0
a curve to the left having a radius of 579.92 feet, a diatance of 94.80 feet t
a stake; thence along the western line of Lota Nos. 160 and 161 South 32 degre s
East 77.54 feet to a stake at Lot No. 170 on said Plan; thence along the
northern line of said Lot No. 170 South 58 degrees West 140 feet to a stake at
the place of BEGINNING.
lo,ney. at Law
4 Srldg_ St,...
Cumberland. Pa.
17070
BEING Lots Nos. 168 and 169 as shown on the Revised Plan No. 3 of For
Washington, aaid Plan being recorded in the Cumberland County Recorder's Of fie
in Plan Book 2, psge 26, excepting, however, a portion of said Lot No. 168,
which is included within the limits of Washington Terrace ss presently
constructed.
HAVING thereon erected on Lot No. 168 a two and one-half story stone
dwelling house known as 113 Fifth Street, Lemoyne, Pennsylvania.
BEING the same premises which Janet E. HcSparran, single woman, by he
deed dated Hay 15, 1979, and recorded in the Office of the Recorder of Deeds i
and for the County of Cumberland and Commonwealth of Pennsylvania in Deed Book
K, Volume 28, Page 60S, granted and conveyed unto Shannon D. Askey and Catheri e
E. Askey, his wife, and Frederick E. Sagle. The said Shannon D. Askey died
February 22, 1985, thereby vesting an undivided one~half interest in the afore
said property in Catherine E. Askey, one of the Grantors herein.
THIS is a conveyance between mother and son and is exempt from all re 1
estate transfer taxes.
AND the said Grantors hereby covenant and agree that they will warrant
specially the property hereby conveyed.
TONI, IIAJ...
. STIWAftT
lorney. ., L8w
4 Otldg. Slreet
CumHrt_nd, Pa.
17070
Page 2
ITOH., BAJa..
. aTWWANT
:10~ye e' Law
04 Orldge S"'"
, CumlMrtend. P.,
17070
""j"" 'J>',
.;,.;",."",t,.'Ji."'",,,,,, '''''-. ".'
1 do hereby certify that the preciae reaidence and complete post
office address of the within named Granteea arel
DATED I
Attorney for
COMMONWEALTH OF PENNSYLVANIA
.
.
:88
COUNTY OF CUMBERLAND
RECORDED on this
day of
A.D. 19_____, in the Recorder's office of the said County, in
Deed Book
, Volume
, Page
.
Given under my hand and the seal of the said office, the date
above written.
, Recorder.
Page 4
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS
AND MISCELLANEOUS
EXPENSES
ESTATE OF
FILE NUMBER
Catherine E, Askey
ITEM
NUMBER
A.
B,
2.
3.
4.
C.
I.
2.
3.
4.
5.
6.
7.
8.
9.
t..
2.
I.
2195-0469
Funeral ElllenlC.:
DESCRIPTION
AMOUNT
---'"-"~"".~_.-."~--~.. -,.... "_""_T"~'_"'-~""="""_'
PUIUlcmore Funeml Home-funeral expcnses
$ 6,197.50
Admlnl.lralh'e CO'I':
Personal Represcntalh'C Commissions Nt A
Social Security Number or Personal Represcntalivc:
Year Commlssion paid
Allorncy Fees Stonc LaFaver & Stonc
$ 3, II 9.00
Family Exemption
ClaillUlnt Frederick E, Snele Relalionship son
Address or Claimant at decedenl'S death
Slrccl Address 113 N, FiRh Slreel
Clly Lcmovnc Slalc PA Zip Code 171143
$ 3,500.00
Probalc Fecs Lellers Teslamental)' & short cert. (S76.00), filing Inheritance Tax
Rcturn & Inventol)' 9$25.00)
111.00
MI.cellaneou. Elllense.:
Cumberland Law Journal-adl'. llrnnl or lellers
nle Patrlol Ncws Co, -adv. llrnnt oflellers
Rcsen'c for closlnll c.~pcnscs
40.00
90.33
200.00
TOTAL Alsoenteronllnc 9. Reen llulallon)
$13257.83
IDHARRIS"
D SAVINGS BANK
Second aud Pine Streets
1'.0. Box 1711
lIarri.burR, I'cnnsylvanla 17105.1711
717/236.4041
September 5, 1995
Stone, LaFaver & Stone
Attn: David H. Stone
414 Bridge St
POBox E
New Cumberland Pa 17070
RE: Estate of Catherine E. Askey
Date of Death: June 8, 1995
Dear Sir:
This letter is in response to your correspondence dated August 28,
1995, requesting account information associated with the above
referenced decedent. Therefore, I have prepared the following:
Account number: 0102000382
Type of Account: Mortgage Loan
Registered Ownership: Shannon D, Askey-deceased
Catherine E. Askey-deceased
Frederick E, Sagle
Account Origination Date: May 15, 1995
Date of Death Principal Balance: $20,681,83
Interest accrued at Death: $42.23
Current principal balance: $20,320.05
Current Interest Rate: %10.500
If you have any questions, or have need of any further information,
please do not hesitate to contact me at 1-800-554-4572, ext, 2922,
5~
Shelia A. Blust
Loan Support Services
,
I
i'
I
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Catherine E. Askey
ITEM
NUMBER
NAME AND ADDRESS
OF BENEFICIARY
2] 95.0469
RELATIONSHIP AMOUNT OR
SHARE OF ESTATE
I.
Frederick E. Sagle
] 13 N. 5th Street, Lemoyne, PA 17043
son
100% residue
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitablc and Governmcntal Bequests:
.().
NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also cnter on
IInc 13. Reea itnlatlon
$ .00
LAST WILL AND TESTAMENT
OF
CATHERINE E. ASKEY
I, CATHERINE E. ASKEY, of the Borough of Lem~yne, County of
"
Cumberland, and Commonwealth of Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM I: I devise and bequeath all of my estate of every nature and
wherever situste to my son, FREDERICK E. SAGLE, if he survives me. It is my
, ... J
desire that my said son dispose of my estate as h~ sees fft.
~
ITEM II: Should my son, FREDERICK E. SAGLE, fail to survive me, I
devise,and bequeath all of my estate of every nature and wherever situate to
my son, GEORGE WILLIAM SAGLE.
ITEM III:. I direct that all taxea that may be assessed in con-
.
sequence of my death, of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of the admi-
\
nistration of my estate.
,.
ITEM IV: I appoint my son, FREDERICK E. SAGLE, Executor of this my
, ..
last will. Should my son, FREDERICK E. SAGLE, fail to qualify or cease to act
as Executor, I appoint my son, GEORGE WILLIAM SAGLE, Executor of this my last
will.
ITEM V: I dircct that ncither my Executor or hia successors shall
not be required to give bond for the faithful performance of their duties in
STONI, GAol...
. 8TIWA"T
A"omey. et l.8w
.. 1.. Brldg_ 8tr...
New Cumbe,lend. P.,
17070
STON_, eAJ_"
. STnY""T
ttDrn.ya .t Law
14 Btldg_ Su..t
y Cumb.rt.nd, P..
17070
any jurisdiction.
IN WITNESS WHEREOF, I, CATHERINE E. ASKEY, have hereunto set my hand
and aeal this ..Lli!1 dsy of
y::;; ~"'VA" \1
,
, 1987.
R-n~ ~. adt~
CATHERINE E. ASKEY
SIGNED, SEALED, PUBLISHED and DECLARED by CATHERINE E. ASKEY, by the
Testatrix above named, ss and for her Last Will and Testament, and in the pre-
sence of us, who at her request, in her preaence and in the preaence of each
other, have subscribed our namea as witnesses.
... ,
dJuJ MJ;.;:J
Witnesa
.rv1 I ....;..t e iF
',~ (L, ~ ~ I
Address
p~
~~K~J
Witness
l1o~~e~. rr~
Address
COMMONWEALTH OF PENNSYLVANIA:
:88:
COUNTY OF CUMBERLAND
'\
(
I, CATHERINE E. ASKEY, the Teststrix whose name is si~ed to the
I ..
attsched or foregoing instrument, having been duly qualified according to law
do hereby acknowledge thst 1 signed and executed this instrument 88 my last
will; that I signed it willingly and thst I signed it 88 my free and voluntary
act for the purposes therein contained.
~~~
CATHERINE E. ASKEY
Page -2
8TONI!. 8""'1!"
. STIWART
Attorney8 ., Law
4'4 Ekldg. St,..'
".w CumtMrt8nd. P..
17070
-
.' '";~~':.~~~j.1 t:.~ :.(<;.::..,~.. .::.~.,
...' ~ "'''.~''='''"'' ,-'.
" .1 :.., .?:":t,, \. ' ,n'
.. .'''''. .:.......
'.
,',,-.. . ;... i" ~
~"'\' ":
'!'.~'
',.'
'.,
....
.'
Sworn to or affirmed' to and acknowledged before me by CATHERINE E.
ASKEY, the Testatrix, this '1.1'11 day of ~J1)~~ ,1987.
ItAYE R!lIR 1.UClC!'(, Notary Public
New Cumberland, Cumberland Co., Pa.
Nrt COlMIbaIon Elcplres Mmh 27, 1989
o/7r ~ ~>c-tf'rJ=
. Nota Publ "
"',
.
COMMONWEALTH OF PENNSYLVANIA :
:55:
.\
'.
.....:. '.
COUNTY OF CUMBERLAND
We,
{(Ie. L... vA
(1 1 <;-r"UI~ .... L
and f,,^,.;;r~wc.~ L. ~ILLI',
the witnesses whose names are signed to the attached or forego~ng instrument,
j.. , '
being duly qualified according to law, depose and say that W$ were present and
saw Testatrix sign and execute the instrument sa he~,last will; that Testatrix
'.
signed willingly and that she executed it as her free and voluntary set for th
purposes therein expressed; that each of us in the hearing and sight of the
Testatrix signed the will as witnesses; that to the best of our knowledge, the
Testatrix was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
~/ 4P/J&-'k.J2:
Witness ( ,
(? /JAL<1-:&AU p'/f7f ~A /-L
Witness
Sworn to or affirmed to and acknowledged before me by
~-t"j~zJ. ..i.tv,...,u.T. and/.2.n~.;{. ~A.f',:' ,witnesses,
this /sYl day of, ;(,~./ , 1987.
,
.;-
'~rJn ~. 1; ,~I!~~/
Not Publ
'. '
I'
\'
(
.. '
", ~ :\. '.
ItAYIl RENEE LUCICEY, Notary Public
Niw Cumberland. Cumberland Co., Pa.
My Commlulon expires March 27, 1989
00,," ,
,(, ,"
\
Page 3
. ,j
Inventory of the reel and personal estate of
Catherina E. Askev
deceased
PERSONAL PROPERTY
1. Dauphin Deposit Bank and Trust Co. -Checking Acct. 110033359741 15,009 19
2. Members First Federal Credit Union-Share Savings Acct. 1147910-00,
Principal $257.70, Interest $.19 257 89
3. Members First Federal Credit Union-Checking Acct. 047910-11, Princips1
$1,471.00, Interest $.64 1,471 64
4. Capital Blue Cross-refund
186. 40
$16,925 12
TOTAL PERSONAL PROPERTY
REAL PROPERTY
NONE
, .c'
r.:::H'
p'
'" :;,
;30
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
L
J
-----
al
I'rodcrlck E. !ll\~L:
.ccardlng to law, dopa... and .ay. that h. la the ElIecutor
of tho Estato of r.llt'h""~n", r.' Af..Iltn}'
lat. of ~'LIlDrougll_Qf...J.emOynll>---- , Cumb.rland County, P.., d.c....d .nd th.t the
within I. an Inventory made by Frn~nr",.lt V ~IIHlll..-- I the .IId VVnf~II"'nr
of the .ntlr. .st.t. of .ald d.c.dent, can.lstlng of .11 the p."anel proporty .nd rul .st.te, .xc.pt rul ....t. auhld.
th. Cammanw.elth of P.nn.ylvanl., and th.t the /lgur.. appo.lt. uch It.m of the Inv.ntory r.pr...nt It'. f.lr velu.
.. of the dela of d.c.d.nt'. death.
b.lng duly
sworn
19
;' 4~h<--<.d.,/Aap
'rederick E. b".'or. .A.I.IaIW&I.o..
- Sag1e
and .ub.crlb.d b.far. me,
11J N. 5th Street, Lemoyne. PA 17043
Add....
Del. of De.th
08
Doy
06
MDnth
95
Y..,
INSTRUCTIONS
I. An Inventory mu.t be flied within three month. after appointment of pe"on.1 r.pr..ent.tlve.
2. A .upplement Inventory must be flied within thirty d.y. of dl.covery of .ddltlan.1 .......
3. Addltlon.1 .heeh m.y be .tt.ched a. to personalty or rulty
4. See Article IV, Flducl.rl.. Act of 1949.
~ .,;
w ..
w
~ .... >- ..
~ ..
a- Qj u .
g 0 '" .It .. '" ...
W 0: W III C .. .
i= a- .... < .; 0. E
Z -'
-' ~ 0 . " 0. 0
W .... tol 0 ~
> 0 <( '" ... i:
z Qj 0
Z 0 " '" c
C "
VI Z .... c3
0 0: ... Qj
Z w <( Qj .c ....
a- .c ... ...
... c
'" - ..
"C
U 0 ..
I .JI ... oM
.. e
- . 0
I .. " li: 0
-' 0 CD
-- ..'. .-....... -.. ..~ .
f~'~-----~--------------"---------------------- - -----
[
DNO.AA082530' COMMOND~:~~~T~~:~:~:YLVANIA
. ". OFFICIALRECEIP1'ePENNSYLVANIAINHERITANCEANDESTATETAX
.1'#011.21.1....1
*~
;
, .
. .. .
RECEIVED FROM:
D
ACN
ASSESSMENT ~
CONTROL ~
NUMBER
AMOUNT
STONE DAVID H ESQUIRE
POBOX E
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
101
.c:0c:.41
_'OIDHflf
ESTATE INfORMATION,
~ fiLE NUMBER
g 21-199:5-0469
E1 NAME Of DECEOENT (LAST)
ASKEY CATHERINE E
II DATE Of PAYMENT
m POSTMARK DA E
COUNrv
SSN 204-0:3-:3907
(fiRST) (Mil
CUMBERLAND
DATE Of DEAtH
m TOTAL AMOUNT PAID
.202.41
CW
REMARKS
FREDERICK E
C/O DAVID H
CHECK" 217
SAGLE
STONE ESQUIRE
REGISTER OF WillS
,-
RECEIVED BY." " 'L. /
$IGNA'uof '
" I
MARY c. ~EWIS ~
REGISTER OF WILLS
'.-: --:'[."
SEAL
,
1~~---------------~--~---------~---------~----~-~~'
f
,
.,
.---'
----.."....--
.
"7-:.-'-.7.-~..A..lI _ - ~~~
_...
j
/.'5 "11).".s-
REV"1547 EX AFP 112"951*
cQHHONWEAlllt Of PENNSYlVANIA
DE:PARlttEHl Of REVENUE
BUREAU OF INDIVIDUAL TAXES
MP'. rl0601
HARRISBURG, PA 17121.0601
ACN 101
NOTICE OF INHERITANCE TAW
APPRAISEHENr, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAW
DATE 04-22-96
FILE NO.
COUNTY
CUMBERLAND
06-08-95
NOTE. TO INSURE PROPER CREDIT TO YDUR ACCOUNr. SUBHIT THE UPPER PORTION DF rHIS FOR" WITH YOUR TAW
PAY"ENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE Ta "REGISTER OF WILLS. AOENT"
REMIT PAYMENT TO:
DAVID H STONE ESQ
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
A.aunt R..! ttad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iik"'v=i!;4j"EX"Af:ji"nZ=9sTNCificE""OF-YNHEififANCE-YAX"'AppR'AiiiEHEN:r;-,'iL.i:ciwANcnfliu---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ASKEY CATHERINE E FILE NO. 21 95-0469 ACN 101 DATE 04-22-96
TAli RETURN WAS. (X) ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l eat.t. (Schedule A) (1)
2. Stock. and Bond. (Schedule OJ (2)
$. Cla..ly Hald stock/Partner.hip Int.r..t (Schedul. C) (5)
4. Hortgag../Not.. Recaivable (Schedule DJ (4)
5. C..h/B.nk Dapoalta/Hllc. Parlonal Prope,.ty (Schedule E) IS)
ft. Jointly awned Prop.,.ty (Schedule F) (6)
7. fran.fa,.a (Schedule OJ 17)
8. Total A...t.
.00
.00
.00
.00
16,925.12
45.455.30
.00
IBI
62,380.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,257.83
9. Fun.,..l Expan.../Ad.. Coat./Hi.c. Expen... eSchedul. H) (9)
10. Debt./Hortgag. Li.bilitle./LI.n. eSchedul. I) nO) 10.661.35
11. Total Daduction. ell)
12. Het Valu. of r.x Return (12)
lS. Charitabla/Govern..ental B.qu..t. (Schedul. J) (13)
14. Het Valua of Eat.t. SUbject to rax (14)
NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of 8hh returns assessed to date.
ASSESSMENT OF TAX:
lS. A_aunt of Lln. 14 at Spou.al rat. CIS)
16. Aaount of Lin. 14 taxable .t Lin..l/Cla.. A rat. (16)
17. A.ount of Lln. 14 taxabl. at Coll.t.ral/Cla.. 8 rate (17)
18. Principal rax Due
?~.qlq lA
38.461.24
.00
38,461. 24
.00
38.461.24
.00
II .00.
II .06.
K .15.
llBI
.00
2.307.67
.00
2,307.67
TAX CREDITS:
PAYHENT
DATE
09-08-95
01-19-96
aISCOUNT 1.1
INTEREST (-)
105.26
.00
A"OUNT PAID
2,000.00
202.41
RECEIPT
NUHBER
AA082121
AA082530
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2.307.67
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
C/'
~f? ~ ::0::0
iT 0: <u lI:
" ~!. ' 0
~ -,
, . ~ :'
;:-.. "
~ "
" '
.J ,- n
;:. . .
l~ 10 Vi'
~c U. Q
)>~ -
.c..
RESOVATtDNI Ed.t.. af dec.....U dying an or H'a,.a DK"''' U, 1911 .... If M, future Inta,.ut In the a,'at. h t"MI'.rred
In po.....lan or .,Jov-ent to Cl... . (collet.r.l) ben4flcl.rl.. of the dec~t .'t,r the ..p.t.llon Df MY I,'at. for
11'. or 'or )'..,.., the C~.lth hereby ..p,....lv rll.rv.' the right to appral.. ~ ...... l,-MI'.r Innerltene. t....
at the lew'ul CI... . (collate,.all ,.at. on MY .uch future Int.r..t.
PURPOSE OF
NOTICE. To fulfill UII nqulr.""U of SICUon Z1~O of the Inh.rltanc. and E.t.t, law: Act, Act IZ of .".. 7Z P,..
Section 2140.
PAMMT r
Dat.ch the top portion of thl_ Nolle. and .~lt with your p.y..nt to the Rlgl,'I,. of Will, printed on the ,.a"I,... .Ide.
ultllk, ~k or 110M)' order Plv.tJ11 tal REGISTER OF MILLS, AGENT
AU PIVM"tI r.cllved .....U flnt be ~1l" to MY Inta,.... Witch ..y be dUll with MY ,....1""" "'UN to tM t...
REFUND (CA)I A refund of e tew: credit, which ..e. nat requ..ted on the Taw: Return, .ay be nque,ted by CHIIlaUng 811 "'application
for A,fund of Pennlylvanl. I~rlt~. and Eltete taw:- CREY-IS1S). application, ere avallabl. at the Office
of the Reallt.r 0' Willi, anv 0' tM ZS Aevenue Dlltrlct o"lc.., or by calling the .paclal Z~-hour
M....rlng ..rvlca nuab.r. 'or 'or.' orderlngl In Penn,YlvMI. 1-800-S62-2050, outllde Penn.vlvanla and
within local Harrlaburl araa (717) 7.7-10'4, TODI (717) 712-2252 CH.arlng lap.lr.d Onlyl.
OIJE:CTlOHS' Any p.rlY In Int.r..t not ..thfled ..lth the ~rah.-.nt, allowanc. or dl,.llow~' 0' daductlon., or .....lIMnt
0' talC C Including dhcount or Intlrut) a. .hoNn on thh Notlc. au.t obJlct within ,hlY (60) day. of nCllpt 0'
thll Notln by'
....rltten prota.t to Uti PA DIP,rt.ent 0' Rill""", Board 0' App.al., D.pt. ZllOZl, HarrllburG. PA 17121-1021, OR
".Iutlon to h.vI the ..tt.r dltlr.ln.d at audit 0' the account 0' tha p.r.onal repr..."tatlv., OR
--app..l to the Orphan," Court.
ADHIN
lSTRATlYE
COAMCTIOHSI
INTEREST I
Factual .rror. dl.cov.r.d on thl. .......ent should b. .ddr...ed In wrltlna tal PA D.p.rt,ant 0' Alvenue,
Bur.1Y 0' Indlvldu.l TIIC", ATTHI Po.t A......."t R.vllw unit, O.pt. 210601, Harrl'burG. PA 1712'-0601
Phone (117) ,.7-6505. Sa. pega S of the bookl.t "'In.tructlon. for Inharlt~1 T.w: R.turn 'or. Aa.ldant
O.c.dent"' (MY-150IJ for an Iw:plan.tlon 0' ad.lnl.tratlvaly corr.ctabla .tror..
If InY t.w: due I. p.ld within thra' I)) c.l.ndar aonth. .,tlr the dacadent', d..th, . 'Iv. parcent (5~1 discount 0'
the t.. p.ld I. allow.d.
Int.r..t I. chargad beginning ..Ith 'Ir.t d.y of dallnquency, or nine C,) .onth. and ~ (I) d.y 'roe the data of
d..th, to the dlt. of payeant. TalCa. which bac... d.llnquent bafor. Janu.ry I, 19.2 ba.r Int.r..t .t the rat. 0'
11M ('~) p.rcant p.r ~ calculatad at . dally rat. of .000164. All tllC" which bee... dallnquent on and a't.r
January I, I"! ..III baar Int.r..t at . r.t. ..hlch will vary 'roe caland.r va.r to c.I~.r yaar with that rat.
announced by the PA DlPartsent of Ravanua. Th. .ppllcabla Int.r..t t.t., 'or I'.! through I'" .ra'
DISCQt.lCT1
'!!!! Intar..t Aat. O.lly Intar..t Factor !!!r- Int.r..t A.ta O.llv Int.r..t Factor
1'12 Zn .000"1 1..7 OX .000!47
I'as I'~ .OOOUI ""-1,"1 IlX .00UOI
1914 U:t .00osn 19" 'X .00OZ41
..IS UX .00OSS6 I.U-1994 7X .00Dln
.... laX .OOOZ74 1995-1'"' 'X .00OZ47
....Intlr..t II calculat*' .. folio....
INTEREST . IA~CE OF TAX UNPAID X NUnlER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
"-Anv Notlea luuad .ft.r the taM beeOtll' delinquent ..UI r.fI.ct ." Intarnt calcul.tlon to flft.." (11) daYI
b.vond the data 0' the ........nt. I' p.v..nt I. .ada aftar the lnt.r.,t coaput.tlon data .hown on tn.
Hotlc.. additional Int.r..t au,t ~ calculatad.
Aacn" j',!,,,.' of
Rr, .i: ~ .-;, l~\'iilt)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Catherine E. Askey
Date of Death: 06-08-95
'96 JUrI 18 P12:2 4
Cloi',, " " '~rl
Cum!.;,."" ',:.'.. PA
Will No. 2195-0469
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:
1.
Yes -2L-
State whether administration of the estate is complete:
No_
2. If the answer is No, state when the personal
representative reasonably believes that the adminietration 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
Date:
(b) The separate Orphans' Court No. (if 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 --X- No _
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with
the Clerk of the Orphans' Court and may be attached to this
report. (,. \1 '1(, i-~ ~) l)'~ .
DaVid'-H~ Stone, Esquire
414 Bridge Street
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
X
Counsel for Personal
Representative
,/
~