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I)ETITION Hm PHonATE and GI~ANT OF LETTEI~S
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Re~i'le' Ilf Wills fo, Ihe
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('llllln;'lIlll'eahh of Pennsylvania
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(If domiciled in Pa.) All pe"'1I1al property
(If not dOl1lidlcLl in Pa,) Pcr,onal prOpl'rlY in PL'I1I1,yl\'.mia
(II litH domkikJ in Pa.) Pcr,nnal propCrlY in COUlIIY
\'ahlL' of n:OII c'lalC in Pl'IIII"\ Ivania
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\\ IIERITORE. pelilione'I" ,cspe"rlllly re4"e'Il" Ih~ prohale of Ihe 111'1 will and codidl(s)
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OATIl OF PEnSONAL ImPHESENTATIVE
CO:\I"'O:'oi\\'EA LTII OF l'E:'oi:'liSYL \' Al'lIA
cor :'oiTY OF ~.. _ CUMBERLAND
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Till' I'l'liliollL'I("J ahu\L'-n:ll1ll'd ;o.\\l',lIt,,) or allirm(,) thai thl' 'latl'I11L'IlI" inlhl' forL'going petition arc
lUll' ,wl! ,,'Olh.'I,'11O Iill' "l'" ttllhl' ~IlI"\\k.J!!l' alld hdil'f of pl'litiolll'r(,} and thai il" personal reprcscn.
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JULY" .('~--...",
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No. at - Jqq~ - 64:3
Estate of
LOUISE A. BELAIR
. Deceased
DECREE 0.' PROBATE AND GRANT OF LETTERS
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AND NOW JULY 12 19~, in considcrlltion or thc pctition on
thc revcrsc sidc hcreor, satisractory proor having bccn prcscntcd berorc mc,
IT IS DECREED that thc instrumcnt(s) datcd OCTOBER 24. 1994
dcscribcd thcr~in bc admillcd to .Jlrobale and filcd or rccord as thc last will or
LouISE A. BELAIR
and lCllcrs TESTAMENTARY
arc hcrcby grantcd to MARLENE t.. SABO
MARY C.
FEES
Probate, lellers, Etc. ......... $ 235.00
Short Certificatcs( ).......... $ 18 .00
~:p',aqe~ 15. 00
.'1elYnCiallon ................ ~~a
TOTAL _ $ 273. 00
Filcd ..~~.I:'f..~f.~ ..~?,~~...............
E::Dw A'RI) PI N K[:-L:':>T[?I f'o\, E~~.
ATTORNEY (Sup. Co. 1.ll. No,)
170D (IF(EEN ~ T,
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ADDRESS
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LETTERS AND ORDER WERE MAILED TO THE ATTORNEY.
H1MIUA[V,..wI
(r(('OATHI!
ClAW leA II. U 001
WARNING: IT IS IllEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGfIAPH
COMMONweAL HI Of PENNSYlVANIA
tlEPAIITMENT Of tt[AtHt VITAL nrCOROS
LOCAL REGISTRAR'S CERTIFICATION Of DEATH
CERT. NO. 3060029
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:::Jt::;J;' ~ S';"" s~;~,:,,3N~~1a~~~A!I)L:;t~-o,~::-o"~'!fj; '.1- L'LY-L-
0", " ,,",SepLLJ_'.JJPr)t~'""''''''' <it ,,; -"" ,. ...,J.; j, " . :)
Place of Death))~~?f}~t a.:.f:i e4>>.~4J.:"J"jjJ '.'. ",,:.l:J.~1SLt:" Penn~lvania
Race JJ:A.."_-I..J:._. OccupatIOn .__J/cWU;JJICi1C'1':__._.___._ Armed Forces? (Y-.er No) _Ji! J
1. r l Decedent's ~). --:;)/' I'. J ,'r /. J/. .~.-
Marital Status V-LCk....'J...._.. Mniling Add.ress J...:LLhU'.C..._IJi-: ".._-VlLl;c.(I{~JJ,~(tf-J-L1J, /;066
Informa,Jil!'J~Lr::.._L,_gC2 b,CL._.. '." FU.'~,'~;'2';1 D rector M~ ~"'-~~"..J' c,uJ.Z,Ai4v" ,..,.
Name and Addross of b~ Z' / ';" --./P ,/ () 'L-..J ) 4
Funeral Establishn~~nt. '4-~,'v..-:_ .fP...c.;J:t.,..., .). .f1l/ ~d'7,-)--Li~. //Y'Jl
,)Inlerval Between
Part I: Immediate Cause /-:J ') i : Onset and Death
(a) --.er/:,~-t..r.::yt~'~J:.at.,Y---.Lll:r~f _.___ '
(b) (al,J~L~__.Jlr.. re..:i.-t _ _p__. ._____..._ .
(cl.-!l-JrD_,- n. ___._ p._._._.
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Part II: Oth~~)Slgnificant COnditiOns0? f:' j/y ;-) ,~' .--"~:;;:-'I 'l-l (l --i-
< -1::.Z-, "J j~J...uuJJj-) -LL.z:__'l...J__..;.._JjU::_Luu..':'lllL{"
Manner of Death: Describe how Injury occurred:
Natural l'W' Homicide 0 _.. -- ----..-----
Accident 0 Pending Investigation 0
Suicide 0 Could not be Determined 0
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Name and Title of Certifier , ,____.____\.#21~U..1-. ~'( J.4Y.L!.~j4t.e:L,1.-U.
, <; l' ~l ,. y:..~ /l,? . l~:, 0,0.. Coroner. M.E,)
Address-Lt2.J~__ '-k1.<.7---/:....~7J.l...L..J....:/..Il"_1~ ")
This is to certify that the Information here given IS rotrectiy copied from an original certificate of
death duly liIed with me as Local Registrar, The original certificate will be forwarded to the State
Vital Rec.:. Office for permanent filing, ,\2:.. {.....! '{)~d..~ /}':. /..:f' h
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duty or obligation to obtain reimbursement for any such tax paid
even though on proceeds of insurance or other property not passing
under this Will,
ITEM III: I hereby exercise all other powers of appointment
which I may have at the time of my death in favor of my Executrix,
and all assets subject to all such powers of appointment shall be
distributed to my Executrix in her fiduciary capacity.
ITEM IV: I hereby direct that I be buried in Williamsville
Cemetery, Amherst, County of Erie, New York, in the lot next to my
husband, Ralph W. Belair.
ITEM V: I give, devise and bequeath all of my household
furnishings, clothing, jewelry and other personal possessions to
my daughter, MARLENE L. SABa. In the event she is not living at
the time of my death, then I give, devise and bequeath these items
to MARLENE's then living children in equal shares.
ITEM VI: I hereby give, devise and bequeath fifty (50%)
percent of my estate, whether real, personal or mixed, of
whatsoever kind and wheresoever situate unto my son, PAUL R.
BELAIR and my daughter, MARLENE L, SABa, in equal shares, share
and share alike. In the event either or both of them have
Page 2 of 5 pages
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(; .\-l.'" (( ( . '.-/... ,_ I{.: ~L (SEAL)
Louise A, Belair
predeceased me, then I give, devise and bequeath their share to
their then living children, absolutely and in fee,
ITEM VII: I give, devise and bequeath the remaining fifty
(50%) percent of my estate, whether real, personal or mixed, of
whatsoever kind and wheresoever situate unto my five (5) following
named grandchildren, to wit: DENISE D. ROGERS, MICHELLE M. DAVIS,
DOUGLAS BELAIR, GREGORY BELAIR and MARK BELAIR, in equal shares,
share and share alike. In the event any of my grandchildren
predecease me, then their share should go to the remaining then
living grandchildren.
ITEM VIII: In the settlement of my estate, my Executrix
shall possess the following powers, among others, for the best
interest of the beneficiaries:
A. To sell either at public or private sale and upon such
terms and conditions as my Executrix may deem advantageous to my
estate, any or all real or personal estate or interest therein,
whether owned by me severally or in conjunction with other persons
or acquired after my death by my Executrix, and to consummate said
sale or sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title, free and
clear of all trust and without liability of the purchaser.or
purchasers to see to the application of the purchase money or to
make inquiry into the validity of said sale or sales; also, to
make, execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be necessary or
Page 3 of 5 pages
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Louise A, Belair
(SEAL)
desirable, in carrying out any of the POWCld conferred upon my
Executrix in this paragraph or elsewhere in my Will,
B. To pay all costs, taxes, expenses and charges in
connection with the administration of my estate.
C. To distribute my estate in kind or in money. If such
distribution is made in kind, said assets are required to be
distributed at their respective values, on the date or dates of
their distribution,
D. To do all other acts in the Executrix judgment deemed
necessary or desirable for the proper and advantageous management,
investment and distribution of my estate.
ITEM IX: In the event any beneficiary under this Will fails
to survive me for a period of sixty (60) days, it shall be
presumed, for purposes of administration of this Will, that said
person failed to survive me,
ITEM X: If any beneficiary or remainderman under this Will
in any manner, directly or indirectly, contests or attacks this
Will or any of its provisions, any share or interest in my estate
given to that contesting beneficiary or remainderman under this
will is revoked and shall be disposed of in the same manner
provided herein as if that contesting beneficiary or remainderman
had predeceased me without issue.
ITEM XI: I hereby nominate, constitute and appoint my
daughter, MARLENE L. SABO, as Executrix of my Estate, In the
event she predeceases me or is unable or unwilling to serve, I
-'
Page 4 of 5 pages
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A. Belair '-
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D 146195 COMMONWEALTH OF PENNSYLVANIA
NO. AA ". , DePARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
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RECEIVED FROM:
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ACN
ASSESSMENT r;t
CONTROL I:iI
NUMBER
AMOUNT
EDWARD 5 FIN~ELSTEIN ES
101
$1l!,3:JO.OO
700 GREEN STREET
HARRISBURG, PA 17102-3015
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ESTATE INFORMATION:
Et FilE NUMBER
Y 21-1996-0543
Et NAME OF DECEDENT (LASTI
~ BELAIR LOUISE A
II DATE OF PAYMENT q
m POSTMARK DATE
COUNTY
SSN 072-52-2636
(FIRST) (Mil
CUMBERLAND
DATE OF DEATH
m TOTAL AMOUNT PAID
$12,350.00
CW
REMARKS
MARLENE L SABO
C/O EDWARD S FINKELSTEIN ESO
SEAL CHECKII 065
REGISTER OF WILLS
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IN THE MATTER OF THE ESTATE OF
LOUISE A. UELA1R
late of Mechanicsburg
1.
2.
3.
4.
5.
6.
Cumberland County. Pennsylvania, deceased.
INVENTORY
West Shore Teachers Federal Credit Union -
Account #9055 - Regular Shares
West Shore Teachers Federal Credit Union -
Account #9055 - Draft Shares
$
6,794.71
14.88
West Shore Teachers Federal Credit Union -
Certificate of Deposit
Clothing and miscellaneous furniture
62,267.70
500.00
General Motors CUSIP
Certificate #ND317-671
Certificate #NX078066
TOTAL
370442-10-5
335 Shares
335 Shares
670 Shares @53.40625
CUSIP 370442-50-1
16 Shares
16 Shares
32 Shares @60.53125
1,937.00
35,782.19
GM Hughes Electronics corporation
Certificate #HA-221411
Certificate #HA-702533
TOTAL
7, GM IEOS) CUSIP 370442-40-2
Certificate #EE105224 64 Shares
Certificate #EC064503 32 Shares
Certificate IIEB077277 16 Shares
Certificate IIED303070 16 Shares
TOTAL 128 Shares @54.21875 6,940.00
8.
9.
10.
11.
12.
13.
14.
Delaware Group Oiv, & Ins. Fund
2,260 Shares @15.625
Peco Energy 336 Shares @25,84375
Merrill Lynch Basic Value Fund - Class B
715 Shares @29.805
Merrill Lynch Capital Fund - Class B
1,158 Shares @29.135
Merrill Lynch Global Alloc. B
1,320 Shares @14.525
Merrill Lynch CMA Money Fund
Merrill Lynch Floating Rate F'und
2796.6490 Shares @9.99
19,687.50
8,683.50
21,310.57
33,738.33
19,173.00
745.04
27,938.52
TOTAL:
$245,512.94
/?( /'-'''-L.-....../Jf' ~J.t.-/'-C"
E''i;ulos ob Administr.tor
ATTACH ADDitiONAL SHEEtS IF N~ant..rne . a 0
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Estate of LOUISE".". BELl>,IR."
, Deceased,
Commonwealth of Pennsylvania
County of Dauphin
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Administra ' ,
"..,...., "..................'....................... Execut rix
Louise A. "Belair.............,
Cumberlal'\d
late of ""l1e9han:l.9l;burg,..,..,......, in the County of lIic/does hereby verify
that the statements made in this Inventory are truc and correct. I~nderstand that false statements
herein are made subject to the penalties of 18 Pa, C.S. Section 4904. rclating to unsworn falsification
to authorities,
of the Estate of
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1I:.;;,lIlt Form J4
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fOR OATIS Of DEATH AnlR 12/31/91 CHECK HERE
If A SPOUSAL
POVERTY CREDIT IS CLAIMED [.]
flU NUMBIR 21 96- 0 543
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
(OMMONWIAlltl Of prtmSYlVANIA
DIPARIMINIOf R(\I(NU(
O(PI 280601
_~~II.It_I~!~RC;;, P~_l~l_'l_~_~_~__,_
OIClDlNl'~ NAMI llA~l. 1l'~1. AND Ml001l1NIllAII
111(lllltjl-!l.(Q~'llll AOD'I~~
COUNIVCOOE 1996 YEAR,S4 3 NUMBER
_.BELAIR.-.LOU~SE_A'J-"------,--"-I--,-.,......-,----23 Bare Road
\O(IA' UCUIITYNUMIII DATI Ot PlATH OAII at 1111Il "-1 lib P^
,.eClan cs urg,
075-52-2636 -..!17 /04)96__ _09 f13/_01L CO'''( _, Cumber:land---
'"~ ...,W," ,"'''''''" ",>01, ,N'.' "", .,no '''0 .,,,,, '..'.."1 ,oe'" mu""-'w"":____.. _ :_"OU'" "ClOY! D I'" "","UCI1O""
6(] 1. Original Return [] 2. Supplemental Relurn Ll 3. Remainder Return
Ifor dot" 01 dealh prior 10 '2.13.82)
o 4. limited E,tate 0 40. Future lnlerell Compromi,e 0 5. Federal Eltate To. Return Required
(lor dOl" of death ofter 12.12.82)
06, Decedent Died re,tate [J 7. Oecedenl Maintained 0 living Trult
(Attach copy of Will) (Altoch copy of Tru,tl
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
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Edward S. F'inkelstein
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1. Real E,'a'. (Schedule AI
2, Slack. and Bond. (Schedule BI
3. Cloltly Held Stock/Partnership Inl.r,,1 (Schedule C)
4. Mortgagtl and Not., Receivable (Schedule 0)
S. Cosh, Bonk O.po,lh & Misce\loneou, Personal Property
(Sch.dule E)
6, Joinlly Owned Property (Schedule FI
7, Tran.f... (Schedule GI (Schedul. II
8. Tolol Gran Anels (.otaltin" '.7)
Q. Funeral Expenll', Administrative Co,", Mi"llllaneoul
hpen." (Schedule H)
10. Debts, Mortgage liabilili". liens (Schedule I)
11. Tolol Deductions ('alaI lin..9 & 101
12, Net Value of Eslate (line 8 minus line 11)
13. Charitable and Governmental Sequel" (Schedule J)
14. Net Value Subject to To. (line 12 minus line 131
17055
_ B. Tolal Number of Safe Oepo,it 80u.
COMPt(1( MAIliNG AODIU!.S
700 Green street
Harrisburg, PA 17102-3015
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(21 _11..5,..9,35-.....65---
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(41 it
15) h9_, 0,77 2<)
(6) 0
(7 ) I'l
(B) 245,512.94
19 ) 1~919.05
(10) 1,473.76
(11)
(12)
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21.392.81
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13.447.21
15, Spou,al Tron"e,. (For dot.. of death oher 6.30.94)
Se. Instructions for Applicable Percentage on Revene (151
Side. (Include value. from Schedule K or Schedule M.)
16. Amount of line 14 to.oble at 6% rote
(Include valu" from Schedule K or Schedule M.)
17. Amount of line 14 laxobl. at 15% role
(Include value, from Schedule K or Schedule M.)
18, Principal to. due (Add lox from linel 15, 1 band 17.1
19. Credits Spousal Poverty Credit Prior PoymenU Discount
11 + -1_2,_350__00+____..-
z
c
;::
C
..
::>
...
:E
c
...
)(
c
...
(161 __n~,.l20-,n..__"
(171 ___0.._____..__"
,06 =
,15 =
Inlere.t
20, If line 19 is greol.r than line 18. enl.r the difference on line 20, Thi, j, the OVERPAYMENT.
a D...mn!l;II,u,.l.'j.I'."'''''''I'I~tI''':.'.''1rrr:"r.l'='la'j.I'I..l'j'IJ'I'l.h,I<-I,1
(191 __1...2_,3_5_Q...., 00
(20) ________
J,097.2L..__
u0
_ _1,,097.21
>-
BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
.00(
21. If line 18 is greater than line 19, enler the difference on line 21. Thi, ilthe TAX DUE.
A. Enter the interest on Ihe balance due on line 21A.
B. Enter the 10101 of line 2' and 21A on tine 216. Thi, i, Ihe BALANCE DUE.
Mo~. Ch,de Payabl. to: R.glst.r of Wills, Ag.nt
(21)
121A)
(21BI
Under penoltie, of perjury, 1 declare Iholl hove e.amined thi, rei urn, including accompanying "hodule, and Italement,. and to the belt of my linowledge and beliel,
it i, true, correc! and complete. I declare that all real eltole hOI been reported 01 true market value. Declaration 01 preporer olher than the pcnonal repre'entolive i,
bo,ed on 011 informolion of which preporer ho, any linowledge.
\IQNAIUI[ Of 'EI~ON IlUPON!loIIlE fall 1NGfH:.Y'tl "tio'i:i-~~--'--~U---------'------"-'-- d______ -..-.---~_._-._---~-- _.____u DA(f
~_J~' '...,'~. ~..XJ_~_u;>3_13are-Road, Mechanicsbur:g, PA17055..-2,bll-,Z---
!lo1GN I[ Of p"r'll::W1t, TH II II lNutl"{ AO[)~(~~ OA'I
__ ~~J I_~ - 700 Green st., Hbg., FA 17102-3015"/>-/?7
lilY. ISO' lJl+ t12,UI ,
~i~
'COMMONWUUH Of P(NN!iYlYANlA
INHUlfANC( 'Al U'UIN
IUIOIN' DICfOIN'
ESTATE OF FILE NUMBER
B~!-J\IR, LOUISE A. 2196-0543
(',op.lly lolntly.own.d with Right 0' Survivorship mu.' b. dltclo..d on S,h.dul. FI All r.ol..lol' .hould b. r.port.d ot 'olr mork.t volu.
whl,h I. d.lln.d a. tho prl'. ot whl,h prop.,ty would b. ..,hong.d b.tw..n a willing buy.r and a willing ..11." n.lth., b.lng ,omp.lI.d
t...!>~yor~..II,b..th having ,.a.onabl. knowl.dg. 0' tho r.l.vant '0"'.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
VALUE AT DATE
OF DEATH
DESCRIPTION
1.
NONE
~
_ __~_H _, I()T_AL (Aho enler on line I, Re,opilulolionl__._ __._
III more space is needed, inser' additional sheets 01 sam. size.'
s
~
.
.fY.UOJUtl".61
J"~'9~
-~
. COMMONWrAUH D. 'INN~nVANIA
INH(lIfANCf 'AX Il(lUIlH
IlUtDWIDfCIOfNl
SCHEDULE B
STOCKS AND BONDS
UTATE OF
M....... _..'.. ~._. .~-,._-----------"-"--_._---~' .---~ --- ..,-., ...~------------
.------ --.,---.-----,.-.--.-..------FILE-NUM8ER.----~-.-.-- ---....-------
BELAIR, LOUISE A.
2196-0543
(All prop.Ply ,olntly.own.d with Right 01 Survlvo..hlp mUll b. dl"lol.d on Sch.dul. F.I
ITEM
NUMBER DESCRIP]ION
1.
General Motors CUSIP
Certificate NND317-671
Certificate NNX078066
TOTAL
370442-10-5
335 Shares
335 Shares
670 Shares @ 53.40625
2. GM Hughes Electronics Corporation CUSIP 370442-50-1
certificate NHA-221411 16 Shares
Certificate NHA 702533 16 Shares
TOTAL 32 Shares @ 60.53125
3, GM (EDSI CUSIP 370442-40-2
certificate NEE105224 64 Shares
certificate NEC064503 32 Shares
certificate NEB077277 16 Shares
Certificate NED303070 16 Shares
TOTAL 128 Shares @ 54.21875
4. Delaware Group Div. & Ins. Fund
2,260 Shares @ 15.625
5. Peco Energy 336 Shares @ 25.84375
6. Merrill Lynch Basic Value F'und - Class B
715 Shares @ 29.805
7. Merrill Lynch Capital Fund - Class B
1,158 Shares @ 29,135
8. Merrill Lynch Global Alloc. B
1,320 Shares @ 14.525
9. Merrill Lynch CMA Money Fund
10. Merrill Lynch Floating Rate Fund
2796.6490 Shares @ 9.99
TOTAL (Also enter on line 2. Recapitulation)
(II more 'pace is needed. inserl addilional s~eefs of same size.)
,
VALUE AT DATE
Of DEATH
$35,782.19
1,937.00
6,940.00
19,687.50
8,683.50
21,310.57
33,738.33
19,173.00
745.04
27,938.52
5175 35.65
IhlkNll'II,UI
~~
(OMMOHWUIIIIOl 'IWnUVAUIA
IHIlIIIlAt.(f I,U If lUll'
'nlln", 1IIe10ftH
SCHEDULE F
JOINTLY-OWNED PROPERTY
I
I FILE NUMBER
2196-0543
ISTAII OF
__. ,..III~I,I\I.I!, ._ LO_U.I !lL~....___
Jolnl '.nonll."
NAME
ADDRESS
N/A
RELATIONSHIP TO DECEDENT
N/A
A. NONE
II.
C.
Jolntlv..wn.d prop.rtv,
ITEM LmER DATE
FOR TOTAL VALUE
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1. N/A N/A NONE N/A N/A N/A
i
TOTAL (AI.o enler on line 6. Recopilulolion) S il
(II more space is needed insert additional sheels of same size}
IIVI)""'l'''l
I SCHEDULE H
[FUNERAL EXPENSES.
ADMINISTRATIVE COSTS AND
. MISCELLANEOUS EXPENSES
Plea.. P :int or Type
FILE NUMBER
~'I~'~
":.:-th;;.!'
COMMONW[Allu Of PENN5't'lVANIA.
INtlUHAN{[ TAX II[JWIN
RfSIOEN' OECEDEN'
n A OF
DELAIR, LOUISE A.
2196-0543
ITEM
NUMBER
A. Fun.ral Exp.nses:
DESCRIPTION
AMOUNT
I.
BEAVER-URICH Funeral Home
305 W, Front street, LewisberrYr PA 17339
$ 6,373.00
B.
Admlnl.tratlve Ca.ts:
4,000.00
I.
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commission. paid 1 q q fi
- 30 - 9639
072
2.
Attorney Fees Edward S. Finkelstein, Esquire
4,000.00
3.
Family Exemption
Claimant Marlene Sabo
3,500.00
Relationship Daughter
Address of Claimant at decedent's dealh
Street Address 23 Rare Road
C~ Mechanicsburq
PA Zip Code
17055
Stale
4.
C.
1.
2.
3.
4.
S,
6.
7.
8.
Probate Fee.
273.00
MI.cellaneou. Expen.es:
Mnrtin M. Sacks & Associates
3605 N. Progress Ave., Harrisburg, PA 17110
Final Tax Return
Estate Tax Return
Travel expenses to burial in New York state
Cumberland Law Journal - Advertisement of Estate
800.00
800.00
43.17
60.00
Carlisle Sentinel - Advertisement of Estate
69.88
TOTAL (Also enter on line 9. Recapilulotionl
(II more .pace I. needed, Insert additional .heel. 01 .ame .Ize.)
S
19,919.05
lilt 1S1)1.f U"I
Il~'~'~"
-~
(o...."'m....'.&\ltl 01 ""'Il\U~"II"
INHU"AH(I'AI Inu'"
InlOt,.IOI(lOI",'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
BELAIR, LOUISE A.
2196-0543
_._.~--_.._-"----'._------- ------
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
RElATIONSHIP
A. TOKablo Beques's:
1.
Marlene L. Sabo
23 Bare Road
Mechanicsburg, PA 17055
Paul Belair
273 Edgewood
Buffalo, NY
Daughter
25%
2.
Son
25%
Avenue
14223
3. Denise Rogers Grandchild 10%
21 Merkle Road
Bechtelsville, PA 19505
4. Michelle Davis Grandchild 10%
23 Bare Road
Mechanicsburg, PA 17055
5. Douglas Belair Grandchild 10%
634 Magnolia Boulevard
League City, TX 77573
6.
Gregory Belair
3770 Laura Leigh
Friendswood, TX 77546
Mark Belair
675 Green R,i"",r, S..n IInt-onio
Grandchild
10%
7.
Grandchild
10%
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental Beques":
1.
NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enler on line 13, Recopi.ulolion)
s
o
(If mora space Is naaded, Insert addltlonalsheets of same sill)
Law Offices
EDWARD S. FINKELSTEIN
700 Green Street
Harrisburg, Pa 17102-3015
717-233-1667
Fax: 717-233.1668
E-Mail: efink@lx.netcom.com
February 12, 1997
Office of the Register of Wills
of Cumberland County
ATTN I SUE
CUMBERLAND COUNTY COURTHOUSE
1 Courthouse Square
Carlisle. PA 17013
ReI Estate Of Louise A. Belair
File No.1 21-96-543
nn \!5
c-:
~ !"'- -.J
-,
1;1
t1J
~
'0
.. ;::
(~
Pt. -c \.:J
J... - J:>,
:n
:-n (:)
Dear Sue:
Pursuant to your note of February 6, 1997 I am enclosing an
estate check in the amount of $35.00 to pay for the additional
probate expense.
Very truly yours.
.(. ::'.;' f _; ( t.<(
,....... .
Edward S. Finkelstein
ESF/jlh
Enclosure
cc: Marlene L. Sabo, Executrix
/6-//.1-9'
BURE~U OF INOIVIDUAL TAXES
IHlllAlJANel fAil DIVISION
DlPl. 180601
ItARRISIURC, I'A III:S-0bOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INIlERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
EDWARD S FINKELSTEIN
700 GREEN ST
HBG PA 17102
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
( I
_./
04-2B-91
BELAIR
01-04-96
21 96-0543
CUMBERLAND
101
Anaunt Aanltt.d
~~~~~
~.stiJ:a.
.".1"'111" III.'"
LOUISE
A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:is4i-EX-"FP-CO:i:97Y-NoricE--oF-YNHEiiii'ANCE-TAX-iiPPRiiisEH€Ni'-,--"L'i"owiiticE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BELAIR LOUISE A FILE NO, 21 96-0543 ACN 101 DATE 04-28-97
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date,
ASSESSMENT OF TAX:
15. Anount of Llna 14 at Spousal rat. (15)
16. Anount of LIna 14 taxable at Lin..I/Clasl A rat. (16)
17. A.aunt of Lina 14 taxabla at Collateral/CI... 8 rat. (17)
18. Principal Tax Du.
TAX CREDITS:
PAYHENT
DATE
10-01-96
02-06-97
TAX RETURN WAS. (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al est.t. (Schedule Al (1)
2. Stocks and Bondi (Schedule 8) (2)
3. Closaly Held stock/Partnership Intarast (Schedule C) (3)
4. Hortg.gal/Not.. Racaivable (Schedule D) (4)
5. each/Bank Daposits/Hisc. Pa~sona1 P~opa~ty (Schadule E) (5)
6. Jointly Ownad P~opa~ty (Schadula f) (6)
1. T~Mn.fa~1 (Schadula G) (1)
a. Total A..etl
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funa~.l Expen.../Ad". Costs/Hisc. Expen.es (Schadule H) (9)
10. Debt./Ho~tgage Liabilities/Liens (Schadula I) (10)
11. Tot.l Daduction.
12. Het Value of Tax Ratu~n
13. Cha~itable/Gova~n.ental Bequest. (Schedule J)
14. Hat Value of Est.ta Subjact to Tax
NOTE:
RECEIPT
NUHBER
AA146795
AA185144
DISCOUNT (tl
INTEREST/PEN PAID (-I
650.00
.00
( ) CHANGED
.00
175,935.65
.00
.00
69.577.29
.00
.00
(81
19.919.05
1.473,76
(Ill
1121
1131
1141
.00 X .00=
224.120.13 X .06=
.00 X .15=
1181
AHDUNT PAlD
12,350.00
1.097.21
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTE: To insu~a p~opar
c~.dit to your account,
sub.it the upper po~tion
of thil for. with you~
tax pay"."t.
245.512.94
" .~g, 0]
224,120.13
.00
224.120.13
.00
13.447.21
.00
13,447.21
14.097.21
650.00CR
.00
650.00CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS TNAN Sl. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE
A REFUNO. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.)
()C"J
~ ;-
)1
...:.~ I
\,J
,
0-
RESERVATION: E.tata. of dacadant. dying on or bafor. Dac.eb.r 12, 1982 ~~ If eny future Inter..t In the ..tat. I. tran.f.rr.d
In po.....lon or .nJoYI.nt to Cle.. a (colleterel) b.neflclerl.. of the dlc.dant eftar the .xplr.tlon of any e.tet. for
llf. or for y.ar., the Co..onvealth h.r.by .xpr...ly r...rv.. the right to appr.I.. and ...... tran.fer Inh.rltanc. Tex..
at the lewful Cl... a (collatar.l) rat. on any .uch future Int.re.t.
PlJRPOSE OF
NOTICE:
To fulfill tha r.qulra..nt. of Sactlon 214D of the Inh.rlt.nc. end E.t.t. Tex Act, Act 21 of 1995. (72 P.S.
S.ctlon '14D).
PAYHEHT:
Det.ch the top portion of thl. Notlc. and .ub.lt with your paye.nt to tha Rlgl.ter of Will. prlnt.d on the r.ver.. .Ide.
....Hak. chack or IIOnay ordar peyable to: REGISTER OF HILLS, AGENT
REFUND (tRl:
A r.fund of . taM cr.dlt, which w.. not r.qua.t.d on the Tax R.turn, .ey b. r.que.t.d by co.pl.tlng an "Appllcetlon
for Refund of Pann'Ylvanla Inherltanca and E.tate Tex" (REV-ISIS). Appllcetlon. ere evelleble .t the Dfflc.
of the R.gI.tar of Will., any of the Z3 Rev.nue DI.trlct Offlc.., or by c.lllng the .p.cl.l Z4.hour
an.warlng ..rvlce ~b.r. for fori' ord.rlng: In Penn.ylv.nl. 1.IOO.S6Z-ZDSD. out. Ida Penn.ylvanla .nd
within local H.rrl.burg .re. (717) 787.1094. TOO' (717) 77Z.Z2SZ (H.erlng I.p.lr.d Only).
OBJECTIDHS: Any p.rty In Intar..t not ..tl.fl.d wIth the .ppr.I....nt. .llowanc. or dl..llow.nc. of deductIon., or ........nt
of tax (IncludIng dl.count or Int.ra.t) .. .hown on thl. Notlc. lU.t obJ.ct within .Ixty (60) day. of rac.lpt of
this Notice by:
....wrltten prot..t to the PA Dap.rt..nt of Rav.nu., Board of Appeal.. D.pt. Z81021, Harrl.burg. PA 17128.1021, OR
.....l.ctlon to have the .attar d.taralned .t audit of the account of the p.r.onal r.pr...ntatlva. OR
"'~.ppaal to the Orphan.' Court.
ADKIN
ISTRAlIVE
CORRECTIONS:
Factual error. dl.cov.r.d on thl. ........nt .hould b. addr....d In writing to: PA D.part..nt of R.v.nu.,
Bureau of Individual Ta..., ATTN: Po.t A.......nt Revl.w Unit. D.pt. Z806DI, Harrl.burg. PA 17128.D6Dl
Phone (717) 787~650S. 5.. page 5 of the boOkI.t "In.tructlon. for Inherltanc. Tax Raturn for a R..ldent
Dec.dent" (REY~15D1) for an .xplanatlon of ad.lnl.tratlv.ly corr.ctabl. .rror..
DIStClUHT:
If eny tax due I. p.ld within thr.. (3) cal.ndar eonth. aft.r the d.c.d.nt'. d.ath, a five p.rc.nt (SX) dl.count of
the tax paid I. allow.d.
PENALTY:
Th. ISX tax .-n..ty non~partlclp.tlon p.n.lty I. coeput.d on the total of the tax end Intere.t a..e...d, and not
paid bafora January 18, 1996, the flr.t day aft.r the .nd of the t.x a~..ty periOd. Thl. non-participation
pen.lty II appe.lable In the .... .ann.t end In the the .a.a tl.. parlod a. you would appaal the tax and Int.r..t
th.t h.. b.en a...".d a. Indlcatad on thl. notice.
I NTERES' :
Inter..t I. ch.rg.d beginning with flr.t d.y of d.llnqu.ncy, or nine (9) lonth. end on. (1' day fro. the date of
death. to the data of paye.nt. Ta.as which b.caee d.lInqu.nt bafor. January 1, 198Z b.ar .Int.rast at the ret. of
,I. (6X) parc.nt per annua calculated .t a dally rat. of .000164. All ta... which b.c... d.llnqu.nt on and aft.r
Janu.ry 1, 191Z will b.ar Inter..t at a rat. which will vary fro. calendar y.ar to celendar y.ar with that rata
announc.d by the PA D.part..nt of Revanua. The appliCable Int.r..t rat.. for 1912 through 1997 ara:
!!!!: Inlerast R.ta Dally Int.r..t Fector !!!!' Int.r..t Rate Dally Int.r..t Factor
1982 ZOiC .DDDS48 1987 'X .DDoZ,.7
1913 lOX .DDDltSe 1988.1991 IU .Doo101
191" llX .00USOl 199Z 'X .ODDZU
1915 ISX .00USS6 1995~19'" n .ODoI9Z
1986 lOX .00DZ74 1995.1997 OX .OODZU
""Int.r..t Is calculated .. follo".:
INTEREST = BALANCE OF TAX UNPAID X NUnSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d aft.r the t.x b.coa.. delinquent will r.flact an Inter..t c.lculatlon to flft.en (15) d.y.
bayond tha d.ta of the .......ent. If paVllant 11 ..d. aft.r thl Int.rnt co~t.tlon data .hown on the
Notice, add I lIon.l Int.rast IlUlt be calculated. . d_
/ (' / I' , ,
) - . ) .,)
BUREAU OF INDIVIDUAL TAXES
.Ht<<.RHAHC[ tAM DIVISION
DEPl. :aOiOI
HARRISBURG, PA 11111.0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
()
*'
EDWARD S FINKELSTEIN
700 GREEN ST
HBG PA 17102
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
"'.1111111" ""'''
06-02-97
BELAIR
07-04-96
21 96-0543
CUMBERLAND
101
LOUISE
A
Allount R..Hted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To in sur. prop.r credit to your account, sub. it the upper portion of thl. for. with your tax pay.ent.
CUT ALONG THIS LINE ~ RETAIN lOWER PORTION FOR YOUR RECORDS .....
R'Ev:i6iij-EX--"i:ii-[oi-:97rmuii..uiNttERITANC'E-YAiCSTATEH.E"tiY-OF-iii:"coijN'T--iiliiim----mm--------
ESTATE OF BELAIR lOUISE A FILE NO.21 96-0543 ACN 101 DATE 06-02-97
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STAT EO ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-21-97
PRINCIPAL TAX DUE, _.__ __
PAYMENTS (TAX CREDITS),
13,447.21
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
10-01-96 AA146795 650.00 12.350.00
02-06-97 AA185144 .00 1,097.21
05-12-97 REFUND .00 650.00-
TOTAL TAX CREDIT
13,447.21
BALANCE OF TAX DUE
.00
INTEREST AND PEN.
.00
.00
TOTAL DUE
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I 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 THIS FORH FOR INSTRUCTIONS. J
"
'"
I
~ I
,
PAvttENTI
Dtt.ch the
prInted on
toP.:portlD~jaf thl, Hotlc. and lubalt with your plr..nt ald. payable to the n... and addr...
._ _J
thl rlvlrte){Jd..
If RESIDENT DECEDENT ..k. chIck or .on.y ord.r Plyebla tal REGISTER OF WILLS, AGEHT.
If NOH-RESIDENT DECEDENT .aka check or IIOnay order pey.bl. tal COHHONWEALTH OF PENNSVlVANIA.
REFUND (CA)I A r.fund of II ... cr.dlt, whl~ WI' not r.qu..ted an the TaM Rllturn, ..y ba r.~.t.d by coapl.tlng an
"Appllcltlon for R.fund of P~,Ylvenlll Inherltanca end Estat. Tax. CREV-IlI]). Applications .t. Ivellabl. at
the OfficII of the Aeglst.r 0' Will., any of the Z] R.v~ DI.trlct OfficII' or fru. the D.p.rt.~t'. Z4-hour
answerIng ..rvlca nuab.r. for for.. ordarlngl In Penn.rlven.. 1-8aO.36Z.Z0~D, out,lda Pennsylvania
end within local Harrllburg .r.. (717) 187-8094, TDDI (717) 77Z-ZZ5Z (H.arlng I~.lr.d only).
REPL't TOI
Due.tlon. r.g.rdlng arrars contaln.d an thla notlc. &hauld bl .ddr....d tal PA Dlpart.ant of A.V.nul, Bur.au
of Indlvldu81 T...., ATTNI Post A.......nt R.vlew unit, D.pt. Z80601, Harrisburg, PA 171Z8-0601, phone
(717) 787-6505.
DISCOlWT I
If any ta. due Is p.ld within thr.. (3) cal.ndar aanth. .ft.r the d.c.dant's d.ath, . flv. p.rclnt (5~) dl.count
of the tax paid I. .llowld.
PENALTY!
Th. 15X t.. ..n..ty non-participation p.nalty I. c~t.d on thl total of the t.. and Int.r..t .......d, and not
paid b.for. Janu.ry 18, 1996, the flr.t day .ft.r thl and of t~ tax ..na.ty plrlod.
INTEREST!
Int.r..t I. charg.d b.glnnlng with flr.t day of delinquency, or nln. (9) lonth. and on. (1) day fro. the data of
d..th, to the data of pay.ant. T.... which blc.,. delinquent b.for. January 1, 198Z be.r Int.r.st at thl r.t. of
.1. (6X) p.rc.nt p.r annua calcul.t.d .t a d.lly rata of .000164. All t.... which b.c... d.llnquent on and aft.r
January 1, 198Z will b.ar Int.r..t at a rate which will vary fro. calendar y..r to calendar y.ar with that rat.
announcld by the PA D.part.ent of Aav.nu.. Th. appllcabl. Int.r..t rat.. far 198Z through 1997 ar.!
't.ar Int.r..t Rate DailY Int.r..t Factor
V.ar
Int.ralt Rat.
Dally lnt.r..t Factor
1982 Z'X .0005U 1981 'X .000241
1981 lOX .000418 1918-1991 \IX .000301
1984 11;( .ODOlOI 199Z 'X .000Z47
1'15 I3X .000356 1993-1994 n .ODOI9Z
1'" lOX .000Z74 1995-1997 .X .0DOZ41
--Int.n.t II calculat.d os folio...!
I"TEREST = SALA"CE OF TAX U"PAID X "UnSER OF DAYS DELI"QUElfT X DAILY I"TEREST FACTOR
--Any Hotlc. I..u.d aft.r the tax b.cOll. d.llnquent ..III r.fl.ct an Int.r..t c.lculatlon to flft.an (IS) day.
blYond thl d.t. of thl ........nt. If pIy.ant I. aeda aft.r the Int.r..t cOlputatlon data .hown on the
HoUc., IMkIltlanal Int.r..t lU.t b. calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Louise A Belair
Date of Death: 7/4/96
Will No. 1996-00543
Admin, No.
2196-0543
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 X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No)(.
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.
'--./jl
\ l " ~ '^' I'- b-------
Date:
,:?/vlh~
{'~,
" ~l-
Signature
"
Edward S. Finkelstein, ESQ.
Name (Please type or print)
""
N
700 Green St., Harrisburq, PA i7102
Address
ir:
ci ".
CD
p,
( 717) 233-1667
Te 1. No.
. .-
~:;
, "',..
-~
Capacity: Personal Representative
~counsel for personal
representative
(MAH: rmf! AM3)
JRD/June 30, 1992/17858
REGISTER OF WILLS
Cumbcrlnnd County Courthouse
One Courthouse Squarc
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: r;owAIID ~'lNK/'.lb'!MN, ~.::iIJ"
RE: Estate or L<X)ISE A BELAIH , Deceased, Late or
SILVER SPRING TWP
Eslate No,: 2h1996-0543
Date or Decedent's Death: 7-4 -96
Pursuant to Rule 6.12, the above named pcrsonal represcntative or the above named attorney, if
applicable, within two (2) years of the decedcnt's death, and annually thereafter until administration is
completed, is required to filc with the Register of Wills a Status Rcport 35 required by Rule 6.12, in
substantially the prescribed form, showing the date by which the pcrsonal rcpresentative, or attorney, 35
applicable, reasonably believes administration will be completed. Thc 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, 35 appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Coun Division. Coun of Common Pleas of such delinquency and to
request that said Coun conduct a hearing to dcterminc whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Repon is not filed by 9-7-98, 19_. you are hereby
advised that a request will be submitted to the Coun in accordance with Rule 6.12.
Date: 8-20-98 lm/).{'J.~'~L{.'/ 'IJVJI~t{/( n '<t-
Deputy Register of Wi(Js ~~
Distribution to Estate File
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