HomeMy WebLinkAbout95-00575
PETITION FOIt I)IWIIA TE lIud GRANT OF LETTERS
Estu,,' of --PAoli!> I.,. ~J"l!!!..L_ Nu, ___,;}L:.'3.$~6~7~
ul.'" lil/rII"II us _________ ___._. Tu:
_._____ ....__._ ___no II~gi'l~r uf Wills for Ih~
Ik<:fun'd, CUIIIII)' of Cu MOE'ltLI9"b In Ih~
Sodal Sr<,orllY No, _lj-;'-;:;'-j.-'1'- b y~~ Conllnunw~allh of P~nnsylvanla
Th~ 11~llIiun uf Ih~ IIllller,lglwd r~'p~etl'lIl1)' leprewnls Ihul:
Yuur p~llIlun~r('I, wllu 1,/ar~ I H )'~urs uf UH~ or uld~r ulllh~ ~x~elll
In Ih~ IU'1 will uf Ih~ uhu\'~ d~e,'d~nl, dilled
and eudldl(s) dlll~d
named
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t'lUr~' rdC\01I11 drCllll1\'III1~'(". I',p. H'lltllldallnll. dL'illh III l.'\ctUlur. ('1('.)
I)eeendenl 11'11' dumldled III delllh In CUM 111"1\" 1#''' 1> _ CounlY.. Pennsylvania, wilh
h lusl fUII1I1)' or prlndpal resldelle~ UI _L"~ ~ A Ie '<9"" l
(II t'w C ~ "" 11 nt. (. "".. D 7"1'1 B " /l..C }1M,,) C" "1 tI.nl I. ;fo.v II
(h~1 '1".'\'1. I1l1mher and l1tulldlll1lil))
D~eend~nl, Ih~n /. I )'~Urs uf ag~. dl~d ::r lJ /. Y .21., 19 9 r
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al_________. ,
Exe~pll" fullows, d~ee\l~1I1 did nOIIl1I1I1)', WIIS nol \llvoreed IIlId did nol huve a child born or adopled
afler e'~ellllulI uf Ihe will offer~lI for pruhlll~: wns nollh~ vlcllll1 of II killing IInd \l'as never adJudicaled
IneOll1pelell1:
D~eendenllll d~lIIh o\l'lIkll' plOpcrl)' wllh e'lllI1at~d vullI~' liS follows:
(If dlllnldlellln Pa,l All persolllll prop~r1)'
. (If 1101 dOll1lciled In I'a.) Per,oual prop~r1y In Pellnsylvanla
(If nm dOIl1!cilell III I'a.) I'er,olllll prop~r1Y in COllnl)'
Vulu~ uf relll e'late in l'eul1S)'lvnnlu
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WHEREi'ORE. pelllloller(,) re~pcelfllll)' rcqlle'lI') Ihe prohal~ of Ihe lasl will and eodlell(s)
pre'~rll~d her~\I'lIh aud Ilw gralll of lellers_JI5:.rr ,.", "" r.lt /II~
I lIL'\IOlllCnlIU)'; iulmini\lI: liun .....1....; I1dmlnlmallon d.h.n.c.l.a.)
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OATH OF PERSONAL ItEPRESENTATIVE
COMMONWEAI.TH OF I'ENNS\'I.V ANIA l ss
COU"';T\' OF -C..UMIl.J::..RI.,AND ._ J
The l'elilinn~l(sl uhnl'e.llullIell 511 curls) ur "ffirrn(s) Ihallhe ,UlIemelllS inlhe foregoing pelllloll arc
Irue aud enlleel Illlhe h~slnf II... kllnwledge II11d helieI' of pelilioll~r(s) lI11d Ihnlus p~rsollal represell-
latinls) "I' Ih~ nhllle <i~ee<ielll pelill,,"er(,) will well "lid Iruly admillister Ihe e'"l1e according to law.
S\\'~>rll 10 (~r affirmed lllld ~lIh"icrihc(~ j _'1)~'1~' -7,.,. .(~ ~
h~I"r~ "":..JIIIS ___.2.7____ dny ,,' .:~ ~
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N 21-95-575
O.
Esllllc of --"Ptf &I f D
J.,.
S 7,4 A R-
, DccClIscd
DECREE OF PROBATE AND GRANT OF LETTERS
August 4 __
AND NOW X,JcJ/mc~ ;t)("X 19...1.J...., In eon,lderallon of the pelillon on
Ihe revel5e side hereof, sutlsfoelory proof having been pres~nled before me'Second Codicil-Feb. 24,1989.
IT IS DECREED thai Ihe InSlrUmel1l(s) daled Oct. 28, 1981-Codicl1~Auq. 13,1985
described therein be odmllled 10 probale and liIed of record as the losl will of
1>,1/" I D t.. S r II-fl ,'l..
ond Lellers Testamentar.v
are hereby granled .10 V I R r;. I.J I It
oS 7" ~ 1'1 (l..
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FEES
Probate, Lellers, Etc. ..,...... $ 18.00
Shorl CerllOeates(5) . . . . . . . . .. $ 1 c; n n
RlttcIIUI~X. .CQ4J..c;Ue... $ 21.00
x-pages' $ 30.00
JCP ~
TOTAL _ $ 89 ;00
Filed .."... AugUIl,t..4 ,~99,5.........
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ATTORNEY (Sup, Co, I.D, No,)
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LAST WILL AND TESTAMENT
I, DAVID L. SPAAR, of the City of Allentown, County of
Lehigh and Commonwealth of Pennsylvania, do hereby make my Last
Will and Testament and revoke all Wills by me at any time heretofore
made.
FIRST: I direct that all my just debts and funeral
expenses, including my gravemarker, shall be paid frolll my rellidullry
estate, as soon as practicable after my decease, as a part of the
expense of the administration of my estate.
SECOND: I give, devise and bequeath all of my estate,
both real and personal, to my wife, VIRGINIA D. SPAAR, her heirs
and assigns, conditioned however, that in the event of her death
in my lifetime, or in the event of her death within ninety (90)
days after my death, the said devise and bequest shall lapse or
be divested, and in either event, I give, devise and bequeath my
estate in accordance with the provisions of Paragraph THIRD following.
I declare it to be my intention that should my wife be living at
the expiration of ninety (90) nnYR from t.he dAte of my death, the
estate hereby devised and bequeathed to her shall vest in her
absolutely and in fee simple, free of all conditions. Should my
wife survive me, I authorize my Executrix to use and apply as much
of the net income and principal of my estate as may be necessary
for,her support and well-being until such time as my estate shall
vest in her absolutely and in fee simple, and in the event of her
death within the period of ninety (90) days after my death, to
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,
expend reasonable amounts out of my estate for her funeral expenses
and a gravemarker.
THIRD: If my wife be not living at the time of my death,
or in the event of her death within the period of ninety (90) days
after my death, I bequeath and devise my estate to the following
persons, in equal shares: TERRY E. WERT, SUSAN E. BELL, JAMES E.
BELL, NANCY L. RITTER, DAVA A. KRALL and DAWN L. SPAAR, if they
shall survive me by ninety (90) days. If any of the above-mentioned
persons should predecease me, or fail to survive me by ninety (90)
days, then I give, devise and bequeath the share that he or she
would have taken to his or her issue then living, per stirpes, or
if any of the above-mentioned persons has no issue living at the
time of my death, then his or her particular bequest shall lapse
and be distributed to the surviving persons mentioned above.
FOURTH: I direct that all legacies and all shares and
interests in my estate, whether principal or income, while in the
hands of my Executrix shall not be subject to attachment, execution
or sequestration, for any debt, contract, obligation or liability
of any legatee or beneficiary, and shall not be subject to pledge,
assignment, conveyance or anticipation.
FIFTH: I direct that all estate, inheritance, succession
and transfer taxes, whether State or Federal, which may be levied
or assessed by virtue of my death, shall be paid out of the principal
of my general estate to the same effect as if said taxes were
expenses of administration. In the absolute discretion of my
-2-
Executrix she may pay such taxes immediatcly or she may postpone
the payment of taxes on future or rcmainder interests until thc time
possession thereof accrucs to the bencficiary.
SIXTH: In addition to powcrs given to them by law, my
Executrix under this Will shall havc the following discrctionary
powers applicable to all rcal and personal property held by them
effective without Court Order and until actual distribution:
A. To rctain any propcrty received by them, including
the stock of any corporate fiduciary acting hereun:lm:;
B. To invcst in all forms of property without
restrictions to investments authorized for fiduciaries;
C. To operate any business, cause or join in any
incorporation, partncrship, recapitalization, merger, reorganization
or voting trust plan; to delegate authority with respect thereto; to
deposit investments under agreemcnts and pay assessments; and
generally to exercise all rights of investors;
D. To compromise controversics;
E. To cxchange or scll for cash, property or credit,
publicly or privately, all real property of which I may be seized
at the time of my death, without liability on the purchasers to see
to the application of the consideration, and to give options for
these purposes without obligation to repudiate them in favor of a
higher offer;
F. To hold investments in the name of a nominec;
G. To distributc in cash or kind or partly in each
at valuations fixed by them;
-3-
H. To assume continuance of the status of any
beneficiary with reference to death, marriage, illness, divorce,
incapacity or other change in the absence of information deemed
to be reliable without liability for disbursements made on such
assumption.
SEVENTH: Notwithstanding anything to the contrary con-
tained in any statutes, if my wife and I die in a common disaster
or otherwise, and there is not sufficient evidence as to which died
first, or that we have died other than simultaneously, all of my
property passing under this Will shall be disposed of as if I had
survived my wife.
EIGHTH: (a) I nominate, constitute and appoint my wife,
VIRGINIA D. SPAAR, as Executrix under this, my Last Will and
Testament. If my wife should die, resign, renounce or be discharged
or removed, I appoint my mother, ISABEL M. SPAAR, as succeeding
Executrix. If my mother should die, resign, renounce or be discharged
or removed, I appoint EDNA P. BAER of Camp Hill, Pennsylvania, as
succeeding Executrix.
(b) I direct that my Executrix or succeeding
Executrix shall not be required to enter security in any jurisdiction
in which they may act.
(c) All powers conferred upon my Executrix shall
be held and exercised and shall extend to them or their successors.
IN WITNESS WHEREOF, I, DAVID L. SPAAR, have hereunto set
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~
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1l':M-_.....-_. .,...~_____:t.,;..,.... _"","~''''''r'h,"'..''''#.",,,,.,_~,,,~,,''''~;'''''''' H....._ -- -- '~"H_'_ ::\~r::'l::.'.. . , '
my hand and seal to this, my Last Will and Testament, which consists
of five (5) typewritten pages this J 8 day of G (.. "(,) (J (!.;':.,
1981.
J90..:..0 rI. ~
DAVID L. SPMR
(SEAL)
Signed, sealed, published and declared by DAVID L. SPMR,
the above-named Testator, as and for his Last Will and Testament,
in the presence of us, who, at his request and in his presence and
the presence of each other, have hereunto subscribed our names as
witnesses.
OaJi-6f ~ ~
/fA ~\ ()f-~
residing
residing at
-5-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LEHIGH
)
,
.
)
SSI
I, DAVID L. SPAAR, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument
as my Last Will and Testament; that I signed it willingly; and that
I signed it as my free and voluntary act for the purposes therein
expressed.
J9~ J-~
DAVID L. SPAAR
SWORN TO and subscribed
bef;or:! i:ne this ,;ff~day
of ~ , 1981.
~o.-~/ ~
Ne,<).:a'l'''y ~~
BEVERLY J, HUMMEL. Notary MHo
Allentown. Lehigh Counly, Pa,
My Commhsl:n E.plres Sent. 29, 19~1
~.. ..-i..::...."'.."'.-. .."'~ ,"~... ~.";;c.,lt,;..{.,..,r" .'. ",",.:r,'-i~1"~~""""'.,,~.;.~ >,-.",,,, j."> ',,""f.:~r'.i.~.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF LEHIGH
)
: 88:
)
We, GMwl... E".u'1 k.
the witnesses whose names are signed
HO-'V>~ ~, ki~, ,
attachJ& or foregoing
and
to the
instrument, being duly qualified, according to law, depose and say
that we were present and saw DAVID L. SPAAR, the Testator, sign and
execute the instrument of his Lust Will and Testament j that he
signed willingly and that he executed it as his free and voluntary
act for the purposes therein expressed; that each of us in hearing
and sight of the Testator signed the Will as witnessesj and that to
the best of our knowledge the Testator was at that time eighteen (18)
years of age or more, of sound mind and under no constraint or undue
influence.
SWORN TO and subscribed
U
before me this .zf' - day
of ll?~oJ!.V ,1981.
.-'!
~u.../ .' 9.~(,~~
~lft'~. ~c
IlE'iEnl'l ), HUMMEL, Not.ry Public
, lI!nlr 'm.lthl~h Counly, PI.
'. ',,'1',. r.pl,., S.~l Z9, 1983
. ,
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.
'.
CODICIL TO LAST WILL AND TESTAMENT
I, DAVID L. SPAAR, of the City of Allentown,
County of Lehigh and Commonwealth of Pennsylvania, do make,
publish and declare this to be the First Codicil to my Last
Will and Testament executed by me on the 28th day of October, 1981.
I. PARAGRAPH EIGHTH (a) is hereby deleted in its
entirety and in lieu thereof the following is subsituted:
"EIGHTH: (a) I nominate, constitute and
appoint my wife, VIRGINIA D. SPAAR, as Executrix
under this, my Last Will and Testament. If my
wife should die, resign, renounce or be discharged
or removed, I appoint my sister, RUTH METZGER, of
Quakake, Pennsylvania, as succeeding Executrix.
If my sister should die, resign, renounce or be
discharged or removed, I appoint my brother-in-law,
DANIEL METZGER, of Quakake, Pennsylvania as succeeding
Executor.
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residing at
11-.,1 ,8,B'. :'7, oS. W
'>411.,..,+....., fl" Ind.J
II. In all other respects I ratify and confirm
all of the provisions of my said Will dated October 28, 1981.
IN WITNESS WHEREOF, I, DAVID L. SPAAR, have
hereunto set my hand and seal to this the First Codicil of
my Last Will and Testament which consists of one (1) page,
to which I have affixed my signature this/3'I'1, day of ~~wJ-, 1985.
Da,Q'8p~r ~~
SPAAR,
to his
at his
ot
Signed, sealed, published and declared by DAVID L.
the above-named Testator, as and for his First Codicil
Last Will and Testament, in the presence of us, who
request and in his presence and the presence of each
h e ereu 0 subscribed our names as witnesses.
BLUME AND SCHWA"rz
ATTORNUS AT LAW
3& NORTH rlnH STRnT
ALLENTOWN, PA. 10101
residing at
~/f:~~~~~7
.
'-
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COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF LEHIGH )
We, /Ja.u/d 13. ~cA wo..d~ and Roh~ c5. 126M frfHJ, the
witnesses whose names are signed to the attached or for.egoing
instrument, being duly qualified, according to law, depose
and say that we were present and saw DAVID L. SPAAR, the
Testator, sign and execute the instrument of his First
Codicil to his Last Will and Testament; that he signed
willingly and that he executed it as his free and voluntary
act for the purposes therein expressed; that each of us in
hearing and sight of the Testator signed the Will as witnesses;
and that to the best of our knowledge the Testator was at
that time eighteen (18) years of age or more, of sound mind
and under no constraint or undue influence.
:::i:J_i.. ~ ~
SWORN to and subscribed
before me this 1..3<iA day
of CluCJ f-d , 1985.
BLUME AND SCHWARTZ
ATTORNEYS AT LAW
30 NORTH nrTH STREtT
ALLENTOWN, PA. IDIOI
.[p~r: /Jro'L7U
o ry Pu ic ~
c:,;,I': L lI~mllY. UO!;\RY PUBLIC
:.',!,>;;;'\I:;. LEtIlCH t01lt1lY
"~ ('0~')m~,lorl fY,PIRC'i no. 1, 1988
".:. ,;. r, 1'.;....;I~,:I::'llli:l '.:c:"chllcn of "otarles
~
SECOND CODICIL TO LAST WILL AND TESTAMENT
I, DAVID L. SPAAR, of t.he Ci t.y of Allent.own, Count.y of
Lehigh and Commonwea1t.h of Pennsylvania, do make, publish and declare
this t.o be t.he Second Codicil t.o my Last Will and Testament execut.ed
by me on the 26th day of Oct.ober, 1961.
1. PARAGRAPH EIGHTH (a) is hereby deleted in it.s entiret.y
and in lieu thereof the following is substitut.ed:
"EIGHTH: (a) 1 nominat.e, constItute and dp;:>uInt my
wife, VIRGINIA D. SPAAR, as Execut.rix under this, my Last;
Will and Testament. If my wife should die, resign,
rennounce or be discharged or removed, I appoint my
daughter, DAVA KRALL, as succeeding Execut.rix. If my
daughter should die, resign, rennounce or be discharged or
removed, I appoint my daught.er, DAWN SPAAR, as succeeding
Executrix."
II. In all other respects I ratify and confirm all of the
provisions of my said Will dated October 26, 1961, and hereby revoke
the First Codicil t.o Last Will and Testament dated August 13, 1965.
IN WITNESS WHEREOF, I, DAVID L. SPAAR, have hereunto set my
hand and seal to this the Second Codicil of my Last Will and Testament
which consists of one (1) page, t.o which I have affixed my signature
this ,).4 fk day of
r~ h~~ "-.....q.' 1._\
~)
, 1969.
JO~ t.~
DAVID J" SPAAR
Signed, sealed, published and declared by DAVID L. SPAAR,
the above-named Testator, as for his Second Codicil to his Last Will
and Testament, in the presence of us, who at his request. and in his
presence and the presence of each other, have hereunto subscribed our
names as witnesses.
I(;;/.-.'~ ./.. _6~~L
residing at.
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14 ,'~ Di1'~L;lc,,{~.l ~ r
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residing at
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COMMONWEALTH OF PENNSYLVANIA ~
~
COUNTY OF LEHIGH ~
I, DAVID L. SPAAR, whose name is signed to the attached or
foregoing instrument, having been duly qualified ancording to law, do
hereby acknowledge thaI: I signed and executed the inGtrument llS my
,
Second Codicil to my Last Will and Testament i that I signed it
willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
JD~ -t.~
David L. Spaar
SWORN to and subscribed
before me this ~Hi L day
ofc:i~h\11 rH '1
, 1989.
NOTARIAL SEAL
DEBORAH J, KERRIGAN. NOlary Publlo
Clly of A1lenlown.Lehlgh County
"'-,' ~r,,"IT'I~..~" El{o.jr~ ~.~'.~2e. 1990
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COMMONWEALTH OF PENNSYLVANIA ~
~
COUNTY OF LEHIGH ~
We,
D, ","-n 1/ I, (.-1{ I",
the
).v.J.... T IJ.."j,'Jl
.
and
witnesses whose names are signed to the attached or foregoing
instrument, being duly qUdlified, accol'ding to law, depose and say
that we were present and saw DAVID L, SPAAR, the Testator, sign and
execute the instrument of his Second Codicil to his Last Will and
Testament; t:hat he signed willingly and that he executed it as his
free and voluntary act for the purposes therein expressed; that each
of us in hearing and sight of the Testator signed the Will as
witnesses; and that to the best of our knowledge the Testator was at
that time eighteen (18) years of age or more, of sound mind and under
no constraint or undue influence,
/L,~.....-/../. ...d-4.,-
LF-' S' I~d",v<..
SWORN to and subscribed
before me this ~\H-L. day
OfJ.l1.hHIf'l ~l~
, 1989,
NOTAAIALS'EAL ~
DEBORAH J, KERRIGAN, Nolo", Publlo
City 01 A1lonlown, lehigh County
...,.~~ Cnmml,"11')" EXDlresJuly 16:.~990
- 3 -
-:
CERTIFICATION OF NOTICE UNOER RULE 5.6{a)
Name of Decedent:
DAVID L. SPAAR
Date of Death:
.TII'Y", 1 qQ<;
Will No.
Admin. No. 1995-00575
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 Collowing beneficiaries of the above-captioned estate on
I
12/:12/95
Name
Address
MR. n,qvn ~p:ll::ll'"
1~~ ~~~a~,,~ov n...~'ra. ~'~~~ho.h~nY~. oa 1~n??
Mrs. Dava Crall
R.D. #1, Box 88-2, Andreas, PA 18211
Notice has now been given to all persons entitled ther to under
Rule 5.6(a) except
Date:
12/22/96
Signatu e
Name J seph.A. offey, Jr.
Address Two Rala Plaza. Ste 718
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Rala Cvnwvd, PA 19004
Telephone(610
668-9800
Capacity: Jll
X
Personal Representative
Counsel for personal
representative
,.
JOUPH A. COFFE.Y, JR.
MITCHELL A. KAY!
LAWIUHCE A. KATZ
R.QIIIUlT E. MYI!IU
MICHAeL J. OLLEY
A.OIIU.T E. McCANN
COFFEY 8 KAYE
^1TORNr;Y5 ^T lAW
5UIH 71"
TWO MlJ\ 1'lJ\Z^
MIA CYNWYD. M. 10000\
PIIIlJ\OEU.It'^ ^I<E^
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NATIONWIDE
BOO'334.aeOO
June 16, 2000
Ms, Mary C. lewis
Register of Wills
Cumberland County - Register of Wills
Hanover and High Street
Carlisle, PA 17013
RE: Estate of David L. Spaar
File Number: 1995-00575
Denr Ms. lewis:
I acknowledge receipt of your letter duted June 2, 2000 requesting n SlIIlllS Report by Permnnl
Represenllltlve pursuant to Rule 6.12. 1 nm enclosing documenllltlon from Mr. Spnnr's widow's
accountnnt which 1 believe Is self-explnnntory, As you cnn see, the estnte wns opened for IItlgntlon
purposes only Involving a wrongful death nnd survlvlIl claim which hns since been settled, A
Pennsylvanln Inheritance tllX return hns been flied reflecting the survlvnl c1nlm portion which Is nor
tllXnble.
[[his firm represented Mrs. Spnnr with regnrd to the wrongful denth nnd survlvnl c1nlm onD
We hnve not represented Mrs. Spnnr with rel:llrd to the estllte IInd us you cnn see from the letter from
the accoUnlllnt, It Is IIssumed thnt the estnte will be formlllly closed now thnt the Inherltnnce llIX
return hns been fIIed~
Should you hnvc any questions or comments, plense do not hesilllte to contact me. Thnnk
you for your courtesy nnd cooperation In this mnller.
Very truly yours,
MJO/IW
Enc!.
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PREMIUM
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
March 13, 2000
RE: ESTATE OF DAVID L SPAAR
21-95-0575
.
Dear Register of Wills:
. The above referenced estate was opebed for litigation purposes only,
The result of the litigation was a wrongful death settlement and a survival
claim. '
,
, .
In the attached letter, ,the Pennsylvania Department of Revenue advised Mrs.
Spaar that the portion of the settlement allocated to the survival claim must be
entered on a Pennsylvania inheritance tax return. This same letter Indicated. .
. that this survival claim Is subject to a zero percent Inheritance taX rate. I have
filled out the attached Pennsylvania Inheritance tax return to reflect this survival
claim and its zero percent taX consequence.
It is my understanding that by filing this inheritance tax return, this estate wUl be
closed. If this is not the case, please advise the decedant's widow:
Mrs. Virginia L. Spaar
1402 Oak Lane r
New Cumberland, PA 17070
Thank you for your consideration.
Sincerely,
Helen J. Myers -C") ::ciS'
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Register of Wills
Cumberland County - Register of Wills
Hanover and High Street
Carlisle, PA 17013
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
fr
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COM~Ot:~SYlVAt-jIA
Otr.a.Rlf.lENI OF fU.VENUE
DElll2A0601
HARRtrnURG PA 11118 ,
OlCfOfNlS PIA/X. f1~s'. ,~s,_ NlJUIO{)tE 1""lAI.llM.bln tIIott. ~WiIl."MIId'
FU NUMIlU
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THIS RETURN MUST PE rilED IN DUPLICATE WHit 'tiE
~ol-lla-11q
REGISTER OF WILLS
f)(J " Onginal Return 0 2. SupplemcnlalRelum 0 3. Remainder Retuml_alOIlltlpru.,11 I)ft})
o UmncdE.lale 0 4a Fulure'nlere'tCompronuse'...........ll.ll.n 05 Federel E.laleTe. Relum Required
o 6. DecedentOlOdTestate\AQ:P1tql,rJw., D7.OecedentMaintainedaltvingTrustlAafl"",dTMl1 _ 8. Total Number of Sale OepOM BOles
o 9. LlI.\ieOOn Proceed. Re<:eived 010. Spousal POVOI1y coon 1........-' 1l.1I." ........\ 0 11. Election 10 Ia. under See 9113(A) ,....,~, 0,
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
"'''' MRS. VI RG I NIA 1). S (JI\.AR COI.U'IElE""'''''AllOOm
14-0:1. 01\.1<. Ll\tsIE:
NE:W C.LlM~"'KL-AND, PA 11D'70
fIRI,lfWJl:I.~1
1811
1. Real E.lale (5cl1edule A) (1)
2. 5'wund Bond. (5cl1edule BI (21
3. CbIe~ Held CorporaOOn,Partners!i~ 0< 501e.Proptielo''h~ (31
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4. Mo<Igages & Noles Re<:eivable (5d1edule D)
5, C..h, Bank Oeposils & Miscellaneou. Personal Propel1y
(5cl1eduIeEI
5. J~nlly Owned Propel1y (5cl1edule FI
7, Inler,Vivos Tran.ler. & MoSCellaneous Non,Probale Propal1y
(5cl1cdule G or LI
B. Tolal Gro.. A..et.(lolal Line. 1-7)
9. Funerel E.pensa. & Admln~1ra1iv9 Cos~ (5e11edule H)
10. OeblS of Decadenl, Mo<Igage LIa~~be., & Lien. (5chcdule II
11. relal Oeducllon.(101a1 Lines 9 & 10)
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(51
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(10)
12. N.I Vllu. 01 E.lalo(Une B mlnu. Line 11)
13, Ch.rilable .nd Govemmenlal Bequests/See 9113 Tru.1S 10'whk:l1en elec1ion 10 Ia. he. nol been
made (5cl1edule J)
14. Hot Vllu. Subject 10 Tox (Line 12 mlnu. Line 13)
15. Amounl 01 hne14laxeble I I I 0 . \ 0
althespousaltalrale , I '" '0 0
See inltru_. on reverse .lde to< .p~icable partentage
15. Amount olhne 14laxable
.15%rale
17, Amounlolllne141ax.ble
.1 15% ral.
(II) 0.00
(12) \ I to to 0 I 3
(13)
(14) I ,f" ~ 0 I g
(15) 0.00
(161 fLOO
(171 0.(9 0
(IB) 0.00
x .0
x .06
x .15
lB. Tax Due
19.
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Undef penalboS oIprlfJury, I declare that I hiNt lIJlWT1ned 1hI. rlllum, inCludIng ~JinO schedules Nod atatomonll, rdtothe best of my ~~ Nod bf-hel. II is true, correct 1JId~1e 0edM1IJOn
01 prep.Yel Ollllll
thlll'\the DllfI()tlal leMlSenlatlve is ba!;.ed on Nllnlotmatl)t\rJ..tJlCh ~et has .."yl~
SIGNATU E OF PERSON RE5PONSIBL OR FILING RETURN ADDRESS
Decedent's Com lete Address:
~TnEEl AOOfUSS
CITY
SlAtE
liP
Tax Payments and Credits:
,. Tax Due (Page 1 Une 18)
2. Credits/Payments
A. Spousal Poveny Credit
B. Prior Payments
C, Dlscounl
(1)
Tolal C,edil5 (A + B + C) (2)
3, InleresUPenellllf eppllcable
D, Inlerest
E, Penalty
TolallnleresVPenally ( D + E) (3)
4, if line 21s greater then tine 1 + tine 3, enler Ihe difference, This Is Ihe OVERPAYMENT.
Check box on Ploe I Line 10 10 rlquestl relund (4)
5, if line 1 + line 31s grealerthan line 2, enlerthe difference. This Is Ihe TAX DUE. (5)
A, Enler lhe Inlerest on lhe tex due. (SA)
B, Enler Ihe tolal of line 5 + SA, This Is Ihe BALANCE DUE. (5B)
Maka Chack Payabla to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Did decedent make a translar and: Yes No
a, retain the use or Income 01 the property translerred; """""'"'''' " "'''''' ""'"'' " "" """""'"'''''' 0 0
b, retain the right to daslgnata who shall usa tha property Iranslerred pr 110 Income; """,,,,,,,.,, 0 0
c, retain a raverslonary Interest; or,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,, 0 0
d, receive the promise for IIle of either payments. benafits or cere? """""""""""'"'''''''''''''''' 0 0
2, II death occurred on or before December 12. 19B2. did decedent within two years
preceding death transler property without receiving adequate consideration? 1/ death occurred
efter December 12, 1982, did decedent transler property within one year of death without
receiving adequate consideration? """""",,,,,,,,,,,..,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,.,,,,,""""'"'' 0 0
3, Old decedent own en "In trust lor" or payabte upon dealh bank account or secllrlty
et his or her death? '"'''' """" "'" "'" "" " "" '" " "" " " ""'"'' '" '" " ""," ,,," """ " " ,,,". " " """""''',,'',,'' 0 0
4, Old decedent own an Individual retlremenl accounl, ennulty. or othor non-probate property? "" 0 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
I . '. I. , . " :' " , '\. ,... .
72 P,S. ~9116 (a) (1,1) (I) provided lor the reduction 01 the lax rate Imposed on the net value 01 translers to or lor the use ollhe
surviving spouse from 6% to 3% lor dates 01 death on or efter July 1, 1994 and belore January 1, 1995,
72 P,S, ~9116 (a) (1,1) (II) provided lor the reduction 01 the rate Imposed on the net value oltranslers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995, The statute does nol exemot a transfer to a surviving spouse
Irom tax, and the stalutory requirements lor disclosure 01 assets and filing a tax return are stili appllcebla even II tha surviving spouse
Is the only beneficiary.
FOR OATES OF DEATH ON OR AFTER JANUARY 1.1995. Please answer the loifowlng question by placing an .x.ln the
appropriete space,
Old the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entlra
lifetime? Yes 0 No 0
1/ you answered yes to the above question, the tax on the trust or similar arrangement Is postponed until the dealh of the second
spouse. at which time II will be lully laxable ~t the rate(s) applicable to the remainder beneficlary(les), Enter the value 01 the trust on
Schedule J, Part II, In order to remove 1\ from the calculation 01 the tax due In this estete, You may wish to file Schedule 0 In order to
make the election available under Section 9113, I/the election Is made, the trust or similar arrangement Is taxed In the estete 01 the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate,
and the remainder Is taxed at the rate(s) applicable to the remainder beneficlary(ies), 1/ you choose to make the eleellon, you must
attach Schedule 0 to a timely-filed tax return. along with Schedule(s) K and/or M In order to show the apportionment of the trust or
similar arrangemenl between the surviving spouse and the remainder beneficlary(les).
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DEPARTMENT OF REVENUE
OEPT l806Ol
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fU NUMIIlR
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5PP.AR.. \!II~GINIA 1).
socw. SlCVRlTY IUUlfR
THIS RETURN MUST BE FILED IN OUPUCATE WITH THE
:1.0 \ - I (.,- I 1 q ~
REGISTER OF WILLS
I5a 1.(lf"lIllllR.hJm 0 2.SupplomoolJJR.hJm 03.R.maIl1ClelR01UI1l'.............Il.111ll
o 4. LlmllodE.lal. D4..FuttJ..,nIaIllSICompromlSt'...._...Il.Il.n D5.Fed...'E'lIlaTollR'\1JmRoqulled
o 6, OtcOd.nIDMl<l T..lato.........,..1WI 0 7, Oece<lonlMaIllIlIned. Li'I1Il'l Trusl..........'..tnAll _ 6. TOIaINu_,01 SaIeOeposn Bo...
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THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
rUNE ./ CQ.Il\ETE IoWUNG ADORE"
MRS. VIRGINIA 1), SPI\AR
\ 402 CA\<. L/l.I\Je;
Ne:w CLlMe.~(o/.L..t\ND, PA 110'70
fllU.lHME 1'~1
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1. ROIl E.lala (Sdledule A) (I)
2, SIodcs and Bond. (Sdladule B) (2)
3. Closa~ H.~ Corporallon,Parln.rsllip '" Sole-P",pnelmhip (3),
4, MorIgIlll" & NollS Receivable (Sdladule 0) (4)
5, Cash, Bank D.posllS & Miscellaneous Porsonal P"'porty 15)
Z. (SdlOdule E)
0 6, JOintly ,Owned P",party (Sdlodule F) (6)
3 7, Inle'-V'IYOS Tran.I... & Miscellaneou. Non,Probala p",porty m
:J (Sdlodu~ G or L)
I- B. Tallll)"'.. AII.I. (101a1 Unas I.T)
~
0 9, Funaral EJpan... & Adl1llllisnliva Costs IBeIledule H) (9)
W
II:: 10. D.bts olllecodanL Morl\laga Llabilitias, & Lion. (Sdlodule I) (10)
11. TOIII Daductlan"101a1 L~.. 9 & \0)
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(8)
1.G,iDO.' :3
(11) 0.00
112) \ ,(Pia 0.1 3
(13)
114) l, (" ItJ o. I g
115) 0.00
116) CJ.OO
(17) C).CJ 0
lIB) 0.00
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12, H.I Valu. al bill. (Llna 6 minu, Line 11)
13, Chantablo and Govemmental Boqu..tslSoc 9113 Till'" 10< whlcl1an .Ioclion 10 tax hat nol beon
mad.IScI1adule J)
14, N.t Valu. SubJ.ct 10 Tax (Line 12 mInus Line 13)
15,Amounlolllll.14taxable I I o. \ <:;
allha.pousaltax..Ia I I I 10 I<> 0 x.O
See instNCliOnS on reverse side for lIpp6cable percentage
16, Amounlol ina14laxabie
a16% rale X .06
17. Amount of ~n8 1. taxable
at15% rato X ,15
18, Tax Dua
19.
DATE
3 - / fe -;)OtJO
DATE
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~rnllfPENNSYLV_
INHERITANCE TAX RET\JRH
R I NT NT
ESTATE OF D A V 10 l,
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SPAAK
FILE NUMBER
;J.\-Qr:;-o575
Include lhe pnlCOtds oIl1tlgltlon IIId lhe dllIlhe pnlCOtds WIIII1lCIIIed by lhe "1111I, All proporty Jo'RUy..wnld wtth tho right 01 survivorship mlllt be dilclo.1d OR Schldul. F.
ITEM VALUE AT DATE
NUMBER ' DESCRIPTION OF DEATH
1.
SuR. \/11/ AI.- CLAI M
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TOTAL(Alsoenleronline5,Reeapilulation) S 1,lJ> fDo, I g
(ll more space is needed. Insert additional sheelS olllle same size)
".", '\...
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAMES
IttU:JUTANC[ TAil DIVISION
DEP1'. Za0601
HARRISBURG, P. 171Z6.0601
*
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
an.,w,utt, cU.tt.
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
06-06-2000
SPAAR
07-21-1995
21 95-0575
CUHBERLAND
101
A.aunt Ranlttad
DAVID
L
VIRGINIA D SPAAR
1402 OAK LA
NEW CUMBERLAND
PA 17070
MAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE __ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE"v=i:54-j"Ex-iiFP-riif=99riioi"icE--Oj:-YHHEiiii'ANcn'"Ax-"A-ppRAisEifiii'T-,--iiL'LOWANCE-O-R-m--------m--
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SPAAR DAVID L FILE NO. 21 95-0575 ACN 101 DATE 06-06-2000
TAM RETlIRN WAS. (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Ra.l E.t.te (Schedule A)
2. Stock. and Bonde (Schedule 0)
S. Clos.1y Held stock/Partnership Int.~.t (Schedul. C)
4. Hortgage./Hot.. Receivab1. (Schadule D)
5. CashIBank Deposits/Hisc. Personal property (Schedule E)
6. ~ointly Owned Property (Schedul. F)
7. Transf.rs (Schedule 0)
&. Total A..et.
) CHANGED
III
(2)
IS)
(4)
(51
(6)
(7)
.00
.00
,00
.00
1.660,18
,00
,00
(B)
1,660.18
HOTE: To insure proper
credit to your account,
sub.it the upper portion
of thi. fOnD with your
tax paYllent.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funeral Expenses/Adn. Costs/Hi.c. ExPensas CSchedu1e Hl (9)
10. Debts/Hortgege Liabilities/Liens CSchedule Il (10)
11. Tot.l Deductions
12. Het V.lue of Tax Return
13. Charitab1e/Governnent.l Beque.t.; Hon-elected 9113 Trust. CSchedu1e J)
14. H.t Velue of E.ta~~ SUbject to Tax
If en assessment was issued previOUSly, lines
reflect figures that include the total of 8hh
ASSESSHENT OF TAX:
15. Anount of Line 14 at Spou..l rat. (15)
16. AMount of Lin. 14 taxable .t Line.l/C1... A rate (16)
17. AMount of Lin. 14 taxable at Co1l.t.rel/Cl.c. Brat. (17)
18. Principal T.x Due
NOTE:
TAX CREDITS:
PAYHEHT
DATE
RECEIPT
NUHBER
DISCOUHT I + I
INTEREST/PEN PAID (-)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
lll)
ll21
lIS)
ll4)
nn
1,660.18
.00
1.660.18
14, lS and/or 16, 17 and 18 will
returns assessed to date.
1,660.18 M .00=
.00 M' 06.
.00 M.15.
lIB)
.00
.00
.00
.00
AHOUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, yOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS. I
BUREAU OF INDIVIDUAL TAXES
INUERITAHCE TAX DIVISION
DEPT. 28060.
HARRISBURG, PA 17128.0601
1(,;-1/10-1/
COMMONWEAlTH O~ PENNSYLVANIA
DEPARTMENT OF REVENUE
wt
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
.n.lI41 II'" III.'"
i"1.
f~;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
. 'COUNTY
ACN
'OJ
:\;:; :.~
06-06-2000
SPAAR
07-21-1995
21 95-0575
CUMBERLAND
101
AMount R..i tted
DAVID
L
JlJii 12
VIRGINIA D SPAAR
1402 OAK LA
NEW CUMBERLAND
t'
PA 170'~8i1'"
1, tInt
i'/\
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v=is4j-EiniFiQ'i'lf=99riiilYfcnii1-YN'HEifii'ANCE-TAX-APpjijiisEHE'ii'T-;-iiLl"oiiAiicE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SPAAR DAVID L FILE NO. 21 95-0575 ACN 101 DATE 06-06-2000
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Eat.t. (Schedule A)
2. stocks and Bonds (Schedule OJ
3. Clos.ly Held stock/Partnership Inter..t (Schedule C)
4. Hortg.g../Not.. Receivable (Schedule DJ
S. C..hlBank Deposita'Hi.c. Paraonal Property (Schedul. E)
6. Jointly Owned Property (Schedul. F)
7. Transfer. (Schedule OJ
8. Tot.l A...t.
) CHANGED
.00
,DO
.00
.00
1,660.18
.00
.00
IBI
11)
(2)
(3)
141
15)
161
17l
NOTe, To insure proper
credit to your account,
sub.t t the upp.r portion
of this forM with your
tax pay..nt.
1,660.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Exp.ns.s/A~. Costs/Hisc. Expens.. ($ch.dulft H) (9)
10. Debts/Hortg.ge Liabilitie./Lien. ISchedule I) (10)
11. Total Daduction.
12. Nat Valua of Tax Return
13. Charitable/Govarn.antal Bequa.t., Non-elactad 9115 Tru.t. ISch.dul. J)
14. N.t Value of E.tat. SUbjaot to Tax
.00
.00
Ill)
1121
IlS)
114)
nn
1,660.18
.00
1,660.18
NOTE:
I~ an assassment was issued previously, lines
re~lect ~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. A.ount of Lin. 14 at Spou..l rat. (15)
16. A.ount of Lina 14 taxabl. at Lina.l/Cl... A rat. (16)
17. A.aunt of Lioa 14 taxab1. at Collat.ral/Cla.. 8 rat. (17)
18. Principal Tax Dua
TAX CREDITS:
PAYHENT
DATE
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
1,660.18 X .00.
.00 X .06.
.00 X .15.
llBI
.00
.00
.00
.00
RECEIPT
NUHBER
DISCOUNT (+1
INTEREST/PEN PAID (-)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
-
JRD/June 30, 1992117858
REGISfER OF WILLS
Cumberland Count)' Courthouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12 .
PENNSYLVANIA SUPREME COURT ORPHANS' COUJl,T RULES
To: Pcnonal Representative
Counsel: JOSEPH A. COFFEY , JR.
RE: Estate of DAVID ,L. SPAAR ,Deceased, Ll!te of
NE~ ~UMH~KLANU HOKUUuH
Estate No.: 21-1995. 575
Date of Decedent's Death: JUL Y 21. 1995
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, If
applicable. within two (2) years of the decedent's death, and annually thereafter until administration Is
completed. Is required to file with the Register of Wills a Slatus Report as required by Rule 6. .12, In
aubstantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans.
Court, IS appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Ia reQ1i1Rd iO.1IOtify the Orphans' Court Division, Court of Common: Pleas of such delinquency and to
request that. aid Court conduct a hearing to determine whether sanctions should be Imposed upon the
deI~.. Perioaal representative and the delinquent personal: representative's counsel. If any.
Ac:cOrdiD&iy~!lfthe requisite Status Report Is not filed by SEP'l1;' '10. 19..2.7 you are hereby
advised that. request will be submitted to the Court In actoid~'wlth'Rule 6.12.
Date: AUGUS'l' 26, 1997 '---fl~/~~~
Deput Register of Ills
Distribution to Estate File
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-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: David L. Spaar
Date of Death: 7/21/95
Will No. Admin. No. 21-1995-575
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: Jury trial in pendinq litiqation await trial presently
scheduled for November 1998
J. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No x
b. The separate Orphans' Court No. (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 f led with the
Cerk of the Orphans' Court and may be attached this report.
-t:);
Date:
10/7/97
..,.
Signature
La wrence A. Ka tz
Name (Please type or print)
718 Two Ba1a Plaza
Bala ~ynwyn, PA ]9004
Address
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(610) 668-9800
Te l. No.
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Capac i ty:
Personal Representative
,/ Counsel for personal
representative
(MAH:rmf/AMJ)
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JRD/June 30, 1992117858
.-
.
In Re: Estate of DAVID L. SPAAR
Late of NEW CUMBERLAND BOROUGH
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
N 1995-575
0,
Estate No.:
21-1995-575
NOTICE OF FAILURE TO ALE Sl'ATIJS REPORT AND REQUESI' TO
CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
JOSEPH A. COFFEY, ESQ.,
Date of Decedent's Death:
7-21-95
Date of Delinquency Notice:
8-26-97
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme
Court Orphans' Coun Rules, hereby notifies the Orphans' Court Division. Court of Common Pleas of
Cumberland County, that neither the above named personal rcprescnlalivc nor the above named counsel
for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or Its Status Report required by Rule 6.12, Supreme Coun Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on R - 26- , 19...9..7 and that the ten (10) day notice to file the Status Report has expired.
Accordingly, 10 accordance with Rule 6.12 the Coun is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be Imposed
upon the delinquent personal representative or counsel for the delinquem personal r entative.
~
Date:
9-26-97
Distribution: Personal Representative
Counsel for Personal Represcmatlve
Estate File
~NH~~~~~~o~~ ~g~E~~LE~FF~~~~i~6?~~O~l~S/F~~~JRI~~
DA'l'E, 'l'HE HEARING WILL AU'l'OMA"I AI,LY BE CANCEL D.
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'1'0 'l'HE HEARING
~
P.J.
C/
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
David L. Spaar
July 21, 1995
Will No.
Admin. No.
1995-00575
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: 4 Months
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 attac ed to this rep rt.
i'.J
Signature
Joseph
Name (Please type or print)
~XitY96b~' Two Ba1a Plaza,
Address
Date:
7/2/99
Bala Cynwyd
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( 610) 668-9aOO
Tel. No.
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Capacity: Personal Representative
X Counsel for personal
representa ti ve
r
(MAH:rmf/AM3)
l
JRDlJune 30, 1992117858
AUG ] J 70~r)
Estate No.: 21-1995-575
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNJ'Y
PENNSVLV ANIA
In Re: Estate of DAVID L., SPMR
Late of NEW CUMBERLAND 1l0ROUGII
No, 1995-0575
NOTICE OF FAILURE TO ALE 5rA11JS REPORT AND REQUESl' TO
CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Pcnonal Representative:
Counsel for Personal Representative:
Date of Decedent's Death:
JOSEPII A. COFFEY. ESQ.,
7-21-1995
Date of Delinquency Notice:
6-6-2000
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal r~pres~nlativ~ nor the ~bove named counsel
for the pcnonal representative have filed with the Register of Wills or CI~rk of the Orphans' Court his,
her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite
notice. pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on 6-6-7000 ,19_, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court Is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to detennine whether sanctions should be mposed
upon the delinquent personal repr entatlve or counsel for tIi Iinquent personal representat' iJ-
Date: 8-1-2000 t?, (l - tl.A.... '//
M . L s, Register f Wills
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A IIEARING IS SCIIEDULED FOR J~4?1 h-v1-.;(9 .fd11J AT C/: ~D 4141. IN
COURTROOM NO.3. IF TilE S'l'ATtfS REPORT IS FIL~ PRIOR TO TilE IIEARING DATE. TilE HEARING
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AUG ] 1 2D~:)
JRDlJune 30, 1992/17858
In Re: Estate of DAVID L., SPAAR ORPHANS' COURT DIVISION,
Late of NE\'I CUMBERLAND BOROUGIl __ : COURT OF COMMON PLEAS OF
-. .':--"" ;UMBERLAND COUNTY
Estate No.: 21-1995-575 ~ \,ENNSYLVANIA
GI\:\~ C~ ' ",,,,-om
NOTICE OF FAIL FlLE STAroS REPORT AND REQUEST TO
CONDUer A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Penonal Representative:
JOSEPIl A. COFFEY, ESQ.,
Date of Decedent's Death:
7-21-1995
Date of Delinquency Notice:
6-6-2000
The undersigned, Mary C. Lewis, Register of Wills, In accordance with Rule 6.12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal represenlalive nor the above named counsel
for the penonal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or Its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Court Orphans' Colut Rules, was given by the Register of Wills
on ~-6-'nnn ,19_, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, In accordance with Rule 6.12 the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to detennlne whether sanctions should be mposed
upon the delinquent personal repr entative or counsel for inquenl personal representat '*
Date: 8-1-2000 (1 '//
s, Register f Wills
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HEARING IS SCIlEDULED FOR ~ ~J!#)f ~c:(9 ~ AT C/.: ~ 4 d1 . IN
COURTROOM NO.3. IF TIlE S~ATifs REPORT IS FIL€b PRIOR TO TilE HEARING DATE, THE HEARING
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.
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
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
J. 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.
Date:
Signat.ure
Name (Please type or print)
Address
( )
Te I. No.
Capacity:
Personal Representative
Counsel for personal
representative
(HAH: rmf! AMJ )
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