HomeMy WebLinkAbout98-0591
LU[[lUeL.LClUu. '-'-'~U-.l ~
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 6/08/2007
WEVODAU VICTOR C
1014 EAST COOVER STREET
MECHANICSBURG, PA 17055
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RE: Estate of WEVODAU HAZEL R
File Number: 1998-00591
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/30/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
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Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 6/08/2007
SNELBAKER RICHARD C
44 W MAIN ST
9,
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MECHANICSBURG, PA 17055
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RE: Estate of WEVODAU HAZEL R
File Number: 1998-00591
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/30/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~ff Cf~"" lJ
.fA: 1 ~^.... . 'i . ~ /.
> .I.' . ,. IvwVt.M.j -~~.
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Glenda Farner Strasbaugti
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: HAZEL R. WEVODAU
Date of Death: JUNE 30, 1998
File Number: 21-98-0591
Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion ofthe administration of
the above-captioned estate:
I. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. 0 Yes III No
2. Ifthe answer is No, state when the personal representative
reasonably believes that the administration will be complete:
APPROXIMA TEL Y 1 YEAR
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . .. 0 Yes 0 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? ............................... 0 Yes 0 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 e attached this report.
Date 6/13/07
I
Sign
Capacity: DPersonal Representative III Counsel
Richard C. Snelbaker
Name of Person Filing this Form
Snelbaker & Brenneman, P.C.
Address
44 West Main Street, Mechanicsburg, PA 17055
, 2 :f? 'd
(717) 697-8528
7' I "",',"' L
IIii' .
Telephone
Form RW.l0rev. .]0-13.06
~
RECEIPT AND RELEASE
WHEREAS, Hazel R. Wevodau, late of the Township of Upper Allen, County of
Cumberland and Commonwealth of Pennsylvania, died on June 30, 1998, having made her last
Will and Testament in writing probated before the Register of Wills of said Cumberland County
on July 21, 1998, and Letters Testamentary were issued on the same date to Richard N.
Wevodau, the Executor named in the Last Will and Testament of said Decedent; and
WHEREAS, said Executor entered upon his administration of the Decedent's Estate; and
WHEREAS, the said Executor, Richard N. Wevodau, died on January 15,2007, prior to
the completion of his administration of the Decedent's Estate; and
WHEREAS, Victor C. Wevodau, alternate Executor named in the Decedent's Will, duly
qualified and was appointed Administrator de bonis non cum testamento annexo (D.B.N.C.T.A.)
of the Estate of Hazel R. Wevodau by the Register of Wills in and for Cumberland County,
Pennsylvania, on January 25, 2007; and
WHEREAS, Emmeline C. Wevodau, wife of Richard N. Wevodau, duly qualified and
was appointed Executrix of the Estate of Richard N. Wevodau by said Register of Wills in
accordance with his Last Will and Testament duly probated, all being done on January 30, 2007,
as docketed in Estate No. 20007-00092 in the Register's Office aforesaid; and
WHEREAS, said Executrix of the Estate of Richard N. Wevodau, has prepared an
accounting of said Executor's administration up to the date of his death, a t~e and cOJjQplete
~
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copy being attached hereto and incorporated herein by reference thereto, afl<;t~6 co~ted ii!:i ;~g
. ',: :::> r- '"'C r;,!,.:,)
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balance of assets for distribution to the Administrator D.B.N.C.T.A.;"S(~~ ~-~ B
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NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS, that I, Victor C.
Wevodau, being the successor fiduciary in the Estate of Hazel R. Wevodau, (Administrator
D.B.N.C.T.A.) do hereby declare and state that I have examined the attached Account and find
the same to be accurate and true, and do hereby acknowledge that I have received of and from
Emmeline C. Wevodau, as Executrix of the Estate of Richard N. Wevodau, all of the remaining
assets of the Estate of Hazel R. Wevodau, Deceased, as shown in the Recapitulation of said
Account and do by these presents, remise, release, quit-claim and forever discharge the said
Emmeline C. Wevodau, Executrix of the Estate of Richard N. Wevodau, her heirs, executors and
administrators, of and from said remaining assets of the Estate aforesaid, and of and from all
actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason
thereof or of any act, matter, cause or thing whatsoever, arising from the administration ofthe
Estate of Hazel R. Wevodau, Deceased, by Richard N. Wevodau;
AND, desiring to avoid the delay and expense of the formal filing of the foregoing
Account of said administration in the office of the Register of Wills of said Cumberland County
and having the balance in the hands of the Executrix, as shown by said Account, distributed by
the Court of Common Pleas of Cumberland County - Orphans' Court Division, I do hereby
agree that the foregoing Account concerning the matter of settlement may be recorded with the
same effect upon me as if the same had been reported upon by said Court, in a decree of
distribution made by the said Court of Common Pleas - Orphans' Court Division.
2
IN WITNESS WHEREOF, I have hereunto set my hand and seal this l~ day of
(loJā¬,., ~ ,2007.
WITNESSED BY:
ESTATE OF HAZEL R. WEVODAU, DECEASED
~
BY
U~C,0~
Administrator D.B.N.C.T.A.
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY
OF CUMBERLAND)
On this, the l fQ H- day of (1 o\}e/Yl bj)~ ,2007, before me, a Notary Public in
and for the Commonwealth and County aforesaid, the undersigned officer, personally appeared
Victor C. Wevodau, in his capacity as Administrator D.B.N.C.T.A., of the Estate of Hazel R.
Wevodau, Deceased, known to me (or satisfactorily proven) to be the person whose name is
subscribed to the within instrument, and acknowledged that he executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
(' ~
~O(\&~ k
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Sandra K. Showers, Notary Public
Mechanlcsburg Boro, CUmbedand Counlv
My Commission Expires Nov. 22,2007
Member, Pennsylvania Association Of N0t8nes
3
ESTATE NO. 21-98-0591
FIRST AND FINAL ACCOUNT OF AND BY EMMELINE C. WEVODAU,
EXECUTRIX OF THE ESTATE OF RICHARD N. WEVODAU WHO WAS THE
EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL
AND TESTAMENT OF HAZEL R. WEVODAU, DECEASED, LATE
OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Richard N. Wevodau, Executor as aforesaid served from his appointment on
July 21, 1998 to the date of his death January 15, 2007. This Accounting is
stated by the Executrix of his Estate.
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
June 30, 1998
July21,1998
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News
July 31, August 7, 14, 1998
August 4, 11, 18, 1998
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant avers receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
6/30/98 Treasury Direct, account #1300-003-9653 .
6/30/98 PNC Financial Corp., 380 shares common stock valued at $54.625 per share
6/30/98 PP&L, 200 shares common stock valued at $22.78125 per share
6/30/98 PNC Bank, NA, checking account #5070074454
6/30/98 PNC Bank, NA, Certificate of Deposit, account #21001010701
6/30/98 PNC Bank, N.A., Certificate of Deposit, account #21001012839
6/30/98 PNC Bank, N.A., Certificate of Deposit, account #21001012865
6/30/98 PNC Bank, NA, Certificate of Deposit, account #21001028681
6/30/98 PNC Bank, NA, Certificate of Deposit, account #21001029167
6/30/98 PNC Bank, NA, Certificate of Deposit, account #31200054141
6/30/98 PNC Bank, N.A., Certificate of Deposit, account #31400054037
6/30/98 Household goods retained by family, appraised value
7/30/98 PNC Bank, refund service charge
7/2/98 United States Treasury, social security payment for July 1998
817/98 Deposit into estate checking account 817/98
4/26/99 Proceeds of sale of household goods sold at public auction
4/26/99 Proceeds of sale of household goods belonging to others sold at public auction
5/3/99 Clifford & Patricia Ward, reimburse for NSF check from auction plus service fee
7/16/99 Internal Revenue Service, tax refund
12/20/99 Donegal Mutual Insurance Co., refund insurance premiums
1/30/01 Commonwealth of Pennsylvania, refund on Inheritance Tax
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
Page 1
$ 30,555.28
20,757.50
4,556.25
5,845.67
25,052.00
35,128.80
10,033.72
10,031.76
21,063.67
20,037.47
35,060.12
2,320.00
15.00
733.00
1,000.00
4,642.21
5,864.29
860.00
435.79
120.00
6,783.49
$ 240,896.02
PERSONAL TV - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
7/7/98 United States Treasury, reclaim social security payment made in error
for July 1998
7/13/98 UWR Harrisburg, automatic debit from checking account #5070074454
from 7/13/98 to 9/14/98
7/9/98 Bell Atlantic, phone service from 7/9/98 to 8/17/99
8/8/98 Malpezzi Funeral Home, Inc., funeral services
8/10/98 West Shore Emergency Medical Services, ambulance service
8/17/98 Richard Wevodau, reimburse for funeral luncheon at American Legion
8/17/98 Gingrich Memorials, inscription on marker
9/09/98 Register of Wills, Agent, payment on account of Inheritance Tax
12/28/98 Nevin Wevodau, PNC Financial Corp, 95 shares of stock In-Kind
12/28/98 Larry Wevodau, PNC Financial Corp., 95 shares of stock In-Kind
12/28/98 Victor Wevodau, PNC Financial Corp., 95 shares of stock In-Kind
12/28/98 Richard Wevodau, PNC Financial Corp., 95 shares of stock In-Kind
1/18/99 Nevin Wevodau, PP&L, 50 shares of stock In-Kind
1/18/99 Larry Wevodau, PP&L, 50 shares of stock In-Kind
1/18/99 Victor Wevodau, PP&L, 50 shares of stock In-Kind
1/18/99 Richard Wevodau, PP&L, 50 shares of stock In-Kind
4/26/99 Bricker's Auction, commission on sale of household goods
4/26/99 Disbursement of proceeds of auction sale of personalty owned by others
4/29/99 PNC Bank, deduct NSF check received from auction plus service fee
1/24/00 Register of Wills, Agent, Inheritance Tax
3/7/00 Nevin Wevodau, advance distribution
3/7/00 Larry Wevodau, advance distribution
317/00 Victor Wevodau, advance distribution
317/00 Richard Wevodau, advance distribution
11/6/00 Nevin Wevodau, advance distribution
11/6/00 Larry Wevodau, advance distribution
11/6/00 Victor Wevodau, advance distribution
11/6/00 Richard Wevodau, advance distribution
11/6/00 Register of Wills, additional probate fee
11/12/01 Nevin Wevodau, advance distribution
11/12/01 Larry Wevodau, advance distribution
11/12/01 Victor Wevodau, advance distribution
11/12/01 Richard Wevodau, advance distribution
12/10/01 Nevin Wevodau, advance distribution
12/10/01 Larry Wevodau, advance distribution
12/10/01 Victor Wevodau, advance distribution
12/10/01 Richard Wevodau, advance distribution
2/9/03 Nevin Wevodau, advance distribution
2/9/03 Larry Wevodau, advance distribution
2/9/03 Victor Wevodau, advance distribution
2/9/03 Richard Wevodau, advance distribution
1/30/04 Nevin Wevodau, advance distribution
1/30/04 Larry Wevodau, advance distribution
1/30/04 Victor Wevodau, advance distribution
1/30/04 Richard Wevodau, advance distribution
1/3/05 Nevin Wevodau, advance distribution
1/3/05 Larry Wevodau, advance distribution
1/3/05 Victor Wevodau, advance distribution
1/3/05 Richard Wevodau, advance distribution
$ 733.00
32.07
318.71
7,910.00
35.25
536.52
60.00
20,000.00
5,189.37
5,189.37
5,189.38
5,189.38
1,139.07
1,139.06
1,139.06
1,139.06
2,630.00
5,864.29
855.00
9,048.70
2,086.00
2,086.00
2,086.00
2,086.00
1,674.00
1,674.00
1,674.00
1,674.00
35.00
1,581.00
1,581.00
1,581.00
1,581.00
25,000.00
25,000.00
25,000.00
25,000.00
704.00
704.00
704.00
704.00
309.00
309.00
310.00
309.00
261.00
261.00
261.CO
261.00
Page 2
9/22/05 Nevin Wevodau, advance distribution
9/22/05 Larry Wevodau, advance distribution
9/22/05 Victor Wevodau, advance distribution
9/22/05 Richard Wevodau, advance distribution
12/19/05 Richard Wevodau, advance distribution
10/3/06 Nevin Wevodau, advance distribution
10/3/06 Larry Wevodau, advance distribution
10/3/06 Victor Wevodau, advance distribution
10/3/06 Richard Wevodau, advance distribution
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONAL TV. INCOME ACCOUNT
DEBITS
The Accountant avers receipt of the following income from the
investment of Personalty Principal:
6/30/98 PNC Bank, Certificate of Deposit #21001028681, interest from 6/30/06 to 9/10/98
6/30/98 PNC Bank, Certificate of Deposit, #21001010701, #210010142839, #21001012865,
#31400054037, #31200054141, #21001029167, interest from 6/30/98 to 10/17/05
6/30/98 United States Treasury, treasury bonds, interest from 6/30/98 to 3/31/00
7/17/98 PNC Bank, checking account #5070074454, interest from 7/17/98 to 12/27/01
12/11/98 PP&L, dividends from 12/11/98 to 2/26/01
12/11/98 PNC Financial Corp., dividend
2/19/99 PNC Bank, Certificate of Deposit #31400148991, interest from 2/19/99 to 12/6/01
9/9/99 PNC Bank, Certificate of Deposit #31200165111, interest from 9/9/99 to 3/6/00
9/14/98 PNC Bank, estate checking account #5001093459, interest from 9/14/98 to 1/5/07
3/6/00 PNC Bank, Certificate of Deposit #31600179925, interest from 3/6/00 to 8/18/04
4/17/00 PNC Bank, Certificate of Deposit #31200183947, interest from 4/17/00 to 8/18/04
1/30/01 PNC Bank, Certificate of Deposit #31100206950, interest from 1/30/01 to 12/6/01
8/18/04 PNC Bank, Certificate of Deposit #31600244932, interest from 8/18/04 to 7/28/05
7/28/05 PNC Bank, Certificate of Deposit #31300269574, interest from 7/28/05 to 10/2/06
7/28/05 PNC Bank, Certificate of Deposit #31000266901, interest from 7/28/05 to 9/22/05
9/22/05 PNC Bank, Certificate of Deposit #31000272062, interest from 9/22/05 to 10/2/06
9/22/05 PNC Bank, Certificate of Deposit #31400274840, interest from 9/22/05 to 10/2/06
10/17/05 PNC Bank, Certificate of Deposit #31200276227, interest from 10/17/05 to 10/2/06
11/30/05 PNC Bank, Certificate of Deposit #31200279421, interest from 11/30/05 to 10/2/06
2/10/06 PNC Bank, Certificate of Deposit #31800283623, interest from 2/10/06 to 10/2/06
4/6/06 PNC Bank, Certificate of Deposit #31300289525, interest from 4/6/06 to 10/2/06
6/6/06 PNC Bank, Certificate of Deposit #31100294513, interest from 6/6/06 to 10/2/06
7/24/06 PNC Bank, Certificate of Deposit #31600296684, interest from 7/24/06 to 10/2/06
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
Page 3
288.00
288.00
288.00
288.00
5,000.00
20,510.00
20,510.00
20,510.00
20,510.00
$ 288,025.29
$ 418.66
18,049.02
2,325.97
136.89
57.50
155.80
5,709.40
390.95
287.79
1,005.37
1,112.92
149.33
330.01
331.54
81.99
534.00
333.75
778.15
408.69
208.09
159.18
78.03
50.34
$ 33,093.37
PERSONALTY -INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
5/26/99 Greenawalt & Company, P.C., preparation of 1998 Individual Income Taxes
10/29/99 Greenawalt & Company, P.C., preparation of 1999 Fiduciary Income Taxes
7/6/00 Greenawalt & Company, P.C., preparation of 2000 Fiduciary Income Taxes
8/21/01 Greenawalt & Company, P.C., preparation of 2001 Fiduciary Income Taxes
9/5/02 Greenawalt & Company, P.C., preparation of 2002 Fiduciary Income Taxes
9/12/03 Greenawalt & Company, P.C., preparation of 2003 Fiduciary Income Taxes
9/8/04 Greenawalt & Company, P.C., preparation of 2004 Fiduciary Income Taxes
9/2/05 Greenawalt & Company, P.C., preparation of 2005 Fiduciary Income Taxes
8/17/06 Greenawalt & Company, P.C., preparation of 2006 Fiduciary Income Taxes
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant avers receipt of Decedent's Real Estate as follows:
6/30/98 Property located at 707 Shepherdstown Road, Upper Allen Township,
Cumberland County, Mechanicsburg, PA, appraised value
6/30/98 Lot located on Shepherdstown Road, Upper Allen Township, Cumberland
County, Mechanicsburg, PA, appraised value
7/28/05 Hollinger Group, payments for extension on contract to purchase land
from 7/21/05 to 11/20/06
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
7/15/98 PP&L Electric, electric service from 7/15/98 to 2/15/01
8/11/98 Barry L. Heckard, Tax Collector, real estate taxes on Lot from 8/11/98 to 7/12/06
8/11/98 Marlin A. Yohn, Sr., Treasurer, real estate taxes on Shepherdstown
Road property from 8/11/98 to 7/12/06
8/15/98 L.G. Connor Real Estate, real estate appraisals
9/23/98 Agway Energy Products, heating oil
10/1/98 Borough of Mechanicsburg, refuse from 10/1/98 to 4/2/01
10/21/98 United Water Pennsylvania, water service from 10/21/98 to 2/13/01
12/1/98 Donegal Mutual Insurance Co., insurance premium
1/3/00 Larry or Margie Wevodau, reimburse for insurance premium
4/3/00 Upper Allen Township, filing fee
1/24/01 Hutter Insurance Agency, insurance premium
6/6/01 C. W. Junkins Associates, Inc., surveying costs
6/15/01 Merle Nace, mowing from 6/15/01 to 7/12/06
7/17/01 Upper Allen Township, amendment to zoning map
1/14/02 Ohio Casualty, liability insurance premiums from 1/14/02 to 1/4/07
11/14/06 EK Services, Inc., install sewer lateral
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
Page 4
$ 215.00
525.00
275.00
275.00
275.00
275.00
275.00
275.00
310.00
$ 2,700.00
$ 155,500.00
45,000.00
95,000.00
$ 295,500.00
667.86
$ 4,181.26
9,610.83
400.00
568.66
330.00
319.30
672.aO
585.00
450.00
333.75
3,337.00
2,060.00
470.22
2,100.00
1,700.00
$ 27,785.88
REAL ESTATE -INCOME ACCOUNT
DEBITS
The Accountant avers receipt of the income from the investment of
Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
$ NONE
$ NONE
REAL ESTATE -INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
$ NONE
$ NONE
Page 5
RECAPITULATION
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
$ 240,896.02 *
$ 288,025.29
$ (47,129.27)
$ 33,093.37
$ 2.700.00
$ 30,393.37
$ (16,735.90)
TOTAL PERSONAL TV
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
$ 295,500.00
$ 27,785.88
$ 267,714.12
$ NONE
$ NONE
$ NONE
TOTAL REAL ESTATE:
$ 267,714.12
Total to be Distributed to Victor C. Wevodau as
Administrator D.B.N.C.T.A., successor to Richard N. Wevodau
$ 250,978.22
* Includes payments of advance distributions to beneficiaries via transfer
of funds from cash accumulated under Real Estate Principal Account, as
consideration paid by Hollinger Group for extensions on real estate contract.
Page 6
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY
OF CUMBERLAND)
Emmeline C. Wevodau being duly sworn according to law deposes and says:
That she is the Executrix of the Estate of Richard N. Wevodau, deceased;
That the foregoing accounting is based upon the books and records of
Richard N. Wevodau as Executor of the Estate of Hazel R. Wevodau,
deceased, which she believes to be true and correct.
~~~1~I/ t!. !JJrLlrlr7/Aj.-l J
." Emmeline C.Wevodau
Sworn to and subscribed before me
this ~qH., day of fIJ\ O-a-
J::Gyl~_~ K ~~
Notary Public
2007
CQMMONW JH OF PENNSYLVANIA
Notarial Seal
&n:Ira K. Showel'S. NotarY Public
~ Boro. CumbeflandCountv
My ~1'lisBlon expires /lioii. 22.2007
Member, Pennsylvania Assoclltlon OfNoterlel
Page 7
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: HAZEL R. WEVODAU
Date of Death: JUNE 30, 1998
File Number: 21-98-0591
Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion ofthe administration of
the above-captioned estate:
1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. 0 Yes IZ) No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
Approximately 6 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? . . . . . ., 0 Yes 0 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? ............................... 0 Yes 0 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 be attached to this report.
Date
5/21/08
Capacity: DPersonal Representative I'ZICounsel
Richard C. Snelbaker
Name of Person Filing this Form
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Snelbaker & Brenneman, P.c.
Address
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44 West Main Street, Mechanicsburg, PA 17055
Mechanicsburg, P A 17050
Telephone
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Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
Name of Decedent: HAZEL R. WEVODAU
COUNTY, PENNSYLVANIA
Date of Death: JUNE 30, 1998
File Number: 21-98-0591
Pursuant to Pa. O.C. Rule 6.12, 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:
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 Clerk of the Orphans' Court and ma be attached to this report.
Date [~
~- Signature of Person Filing this Form
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Capacity: Personal Representative Counsel
Richard C. Snelbaker, Esquire
Name of Person Filing this Form
Snelbaker & Brenneman, P.C.
Address
44 West Main Street, Mechanicsburg, PA 17055
717-697-8528
Telephone
FormRW-/0 rev. /0./3.06
~. .
RECEIPT AND RELEASE
WHEREAS, Hazel R. Wevodau, (herein after called ~~Decedent")
late of Upper Allen Township, County of Cumberland and
'Commonwealth of Pennsylvania, died on June 30, 1998, having first
made her Last Will and Testament in writing probated before the
'Register of Wills of said Cumberland County on July 21, 1998, and
Letters Testamentary were issued on the same date to Richard N.
!,Wevodau, the Executor named in the Last Will and Testament of
said Decedent. Said Executor served from his appointment to the
date of his death January 15, 2007.
WHEREAS, Emmeline C. Wevodau qualified as Executrix of the
Estate and was issued Letters Testamentary by said Register of
Wills on January 30, 2007, and in such capacity prepared an
accounting of such deceased Executor's Administration, which
accounting was duly filed in said Register of Wills' office on
November 20, 2007; and
WHEREAS, Victor C. Wevodau, alternate Executor named in the
Decedent's Will, duly qualified and was appointed Administrator
D.B.N.C.T.A. of the Estate of Hazel R. Wevodau on January 25,
2007 and
WHEREAS, said Administrator entered upon and completed his
LAW OFFICES
SNELBAKER SC
BRENNEMAN, F.C.
administration of said Decedent's Estate as set forth in his
First and Final Account attached hereto, and intend:> to
distribute the net balance of the assets of said E~$=ate tc3`.'the
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persons named in the Statement of Proposed Distribut=ion also
attached hereto, both of said documents being incorporated herein
by reference thereto; and
NOW KNOW ALL MEN BY THESE PRESENTS, that we, Emmeline C.
Wevodau, Executrix for the Estate of Richard N. Wevodau, Victor
C. Wevodau, Larry E. Wevodau and Nevin W. Wevodau, ~Jr., being the
principal legatees and distributees named in the Wi]_1 of said
Decedent and the persons entitled to share in the residuary
distribution of the Estate of said Decedent, do hereby declare
and say that we, and each of us, have examined the attached
Account and Statement of Proposed Distribution, and find the same
to be true and correct, and in strict accordance with the terms
and provisions of said Will, and we do hereby acknowledge
that we, and each of us, this day have, had and received of and
from Victor C. Wevodau, Administrator D.B.N.C.T.A., of the Estate
of Hazel R. Wevodau, the cash and personalty set op~>osite our
names in the above Statement of Proposed Distribution, in full
satisfaction, payment and discharge of all such sum or sums of
money, legacies and bequests, share or shares, purports and
dividends which were due, owing and payable and belonging to us,
and each of us, by any means whatsoever, for or on account of our
full share, part or dividend of the Estate of Hazel R. Wevodau,
Deceased.
NOW, THEREFORE, we, and each of us, the said Emmeline C.
LAW OFFICES
SNELBAKER EC
BRENNEMAN, F.G.
Wevodau, Executrix for the Estate of Richard N. Wevodau, Victor
2
'C. Wevodau, Larry E. Wevodau and Nevin W. Wevodau, ~Tr., do by
these presents, remise, release, quit-claim and forever discharge
the said Victor C. Wevodau, his heirs, executors and
administrators, of and from our said shares or dividends of the
Estate aforesaid, and of and from all actions, suit:>, payments,
accounts, reckonings, claims and demands whatsoever, for or by
reason thereof, or of any act, matter, cause or thing whatsoever,
i
i
(from the beginning of the world to the day and date of these
!,presents.
AND, desiring to avoid the delay and expense of: the
'.,settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Administrator, as shown by said Account, distributed by the Court
of Common Pleas of Cumberland County - Orphans' Court Division,
;ewe, and each of us, do hereby agree that the foregoing Account
'Nand Statement concerning the matter of settlement may be recorded
,with the same effect upon us, and each of us, as if t=he same had
been reported upon by said Court, and a decree of distribution
made on such proposed Statement of Distribution by the said Court
of Common Pleas - Orphans' Court Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orprians' Court
Division, we, and each of us, the said Emmeline C. Wevodau,
Executrix for the Estate of Richard N. Wevodau, Victor C.
LAW OFFICES
SNELBAKER SC 3
BRENNEMAN, P.C.
Wevodau, Larry E. Wevodau and Nevin W. Wevodau, Jr., do hereby
agree that if any debts or demands other than those included in
the above referenced First and Final Account, as hereinbefore set
forth, shall be hereafter recovered against the Estate of said
Decedent and be legally payable out of the same, that we, and
each of us, will return to the said Administrator such amounts
thereof as may be necessary to pay such debts or demands.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
this 30~ day of ' .J~ly 2008 .
WITNESSED BY:
Estate of Richarcl N. Wevodau
BY ~~k~Y?2R .n~~ ~~~iy~~ I,SEAL )
Emmeline C. Wevodau
Executrix
1
~i~L~Ci~-~~c.... ~,1.~~,trp'~a~.~~. ( SEAL )
Victor C. Wevodau
+~t,/ ( SEAL )
La ry E. Wevodau
"W ~J~//~ir _ ( SEAL )
evin W. Wevo au, Jr.
LAW OFFICES
SNELBAKER SC 4
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the :~~(,~ day of'~~~) ~/ 2008, before me, a Notary
Public in and for said State and County, the undersigned officer,
personally appeared Emmeline C. Wevodau, Executrix for the Estate
of Richard N. Wevodau, Victor C. Wevodau, Larry E. Viievodau and
Nevin W. Wevodau, Jr., known to me (or satisfactorily proven) to
be the persons whose names are subscribed to the within
instrument and acknowledged that they executed the game for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
It. ~ '~
Notary Public:
CiCfMM17NW~ALTH t9F ~'<=NN51`LVl1PItA
BVa~ria! S~~l
Sandra K Sixr~r5, Notary Public
M2Cf1anlCSbuR~ t3;jtC~, f;iDrribEeit~nd COtJnhr
MY Commissic~? ~:~ircas Note, 22.2011
Member, Pennsyi~r~aia ~tr,saci~tion of Notaries
LAW OFFICES
SNELBAKER SC 5
BRENNEMAN, P.C.
ESTATE NO. 21-98-0591
FIRST AND FINAL ACCOUNT OF AND BY VICTOR C. WEVODAU
ADMINISTRATOR D.B.N.C.T.A. OF THE ESTATE OF HAZEL R. WEVODAU
DECEASED LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND
COUNTY, PENNSYLVANIA
Victor C. Wevodau, Administrator D.B.N.C.T.A. as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: June 30, 1998
DATE LETTERS ADMINISTRATION ISSUED: January 25,2007
ORIGINAL DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal July 31, August 7, 14, 1998
Patriot-News August 4, 11, 18, 1998
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
The Accountant avers receipt of the following items from the date of his appointment
as Administrator D.B.N.C.T.A. beginning January 15, 2007:
1/15/2007 Cash and household goods transferred by the Executrix of the Estate of
Richard N. Wevodau to the Accountant herein (see Accounting filed by
Emmeline C. Wevodau)
2/14/08 United States Treasury, refund on 2006 Fiduciary Tax Return
3/7/08 Ohio Casualty, refund premium on liability insurance policy
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
The Accountant claims credit for the payment of the following items from
', Decedent's Personalty Account:
11/9/07 Snelbaker & Brenneman, P.C., attorney services
~~ 7/22/08 Snelbaker & Brenneman, P.C., costs advanced:
!, a. Register of Wills, probate fee
b. Cumberland Law Journal, advertising Executor's Notice
c. Patriot News, advertising Executor's Notice
d. Register of Wills, short certificates
e. Register of Wills, tiling fee Inheritance Tax Return
i f. Recorder of Deeds, recording fee
g. Register of Wills, grant letters of Administration
h. Register of Wills, filing fee for Receipt & Release
7/22/08 Estate of Richard Wevodau, Executors Commission
7/22/08 Reserve for filing fees, accountant fees and other costs associated with the
administration of the Decedent's estate.
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
328.00
60.00
89.02
6.00
15.00
27.00
32.00
5.00
$ 50,478.22
376.73
146.00
$ 51,000.95
$ 10,500.00
562.02
10, 500.00
1,000.00
$ 22,562.02
Page 1
PERSONALTY -INCOME ACCOUNT
DEBITS
The Accountant avers receipt of the following income from the
investment of Personalty Principal:
2/6/07 PNC Bank, estate checking account, interest from 2/6/07 to 7/2/08 $ 272.81
8/31/07 PNC Bank, estate money market account, interest from 8/31/07 to 7/2/08 3,729.98
10!2/06 PNC Bank, Certificate of Deposit, #31900305201, interest from 10/2/06 to 712/08 2,425.72
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 6,428.51
PERSONALTY -INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
9/7/07 United States Treasury, Fiduciary Taxes period ending 5/31/07
9/7/07 PA Department of Revenue, Fiduciary Taxes period ending 5/31107
10/26/07 United States Treasury, Amended Fiduciary Taxes period ending 5/31/06
10/26/07 PA Department of Revenue, Amended Fiduciary Taxes period ending 5/31/06
10/26/07 United States Treasury, amended Fiduciary Taxes period ending 5!31107
10/26/07 PA Department of Revenue, Amended Fiduciary Taxes period ending 5131/07
10/29/07 Greenawalt & Company, P.C., preparation of income taxes period ending 5/31/07
11/9/07 United States Treasury, estimated Fiduciary Income Tax payment
11/9/07 PA Department of Revenue, estimated Fiduciary Income Tax payment
11/9/07 Greenawalt & Company, P.C., preparation of estimated tax payments
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
The Accountant avers receipt of Decedent's Real Estate as follows:
1/30!07 Hollinger Group, payment for extension on contract to purchase land
from 1 /30/2007 to 8/22/2007
5/3/07 Settlement proceeds from sale of lot located on Shepherdstown Road
plus adjustments for county and school taxes
10/17/07 Settlement proceeds from sale of property located on Shepherdstown Road
plus adjustments for county and school taxes
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
$ 5,750.00
1,237.00
6,205.00
1, 329.00
8,160.00
1, 746.00
450.00
80,000.00
16, 500.00
75.00
$ 121,452.00
$ 45,000.00
92,153.11
750, 051.21
$ 887,204.33
Page 2
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Real Estate Principal Account:
4/11/07 Barry L. Heckard, Sr., real estate taxes $ 230.05
4/11/07 Marlin A. Yohn, Sr., Treasurer, real estate taxes from 4/11/07 to 8/3/07 964.86
4/20/07 C.W. Junkins Associates, Inc., surveying costs 638.00
5/3/07 Adjustments at settlement on sale of lot on Shepherdstown Road 6,603.00
a. Realtors Commission 5,514.00
b. Transaction fee 165.00
c. Notary fees 5.00
d. Transfer tax 919.00
8/3!07 Merle Nace, mowing 395.00
10/17/07 Adjustments at settlement on sale of property located on Shepherdstown Road 89,958.08
a. Realtors Commission 52,463.32
b. Transfer tax 7,494.76
c. Prior payments of purchase price 30,000.00
11/9/07 Snelbaker & Brenneman, P.C., attorney services 7,062.75
11/16/07 Nevin Wevodau, advance distribution 155,000.00
11/16/07 Larry Wevodau, advance distribution 155,000.00
11/16/07 Victor Wevodau, advance distribution 155,000.00
11/16/07 Estate of Richard Wevodau, advance distribution 150,000.00
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ 720,851.74
REAL ESTATE -INCOME ACCOUNT
DEBITS
I!! The Accountant avers receipt of the income from the investment of
Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE
REAL ESTATE -INCOME ACCOUNT
i
CREDITS
I
i The Accountant claims credit for the payment of the following items
from the Real Estate Income Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
Page 3
RECAPITULATION
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
I' Debits
~I Credits
Balance
TOTAL PERSONALTY
;' REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
$ 51,000.95
$ 22,562.02
$ 28,438.93
$ 6,428.51
$ 121,452.00
$ (115,023.49)
$ (86,584.56)
$ 887,204.33
$ 720,851.74
$ 166,352.59
$ NONE
$ NONE
$ NONE
$ 166,352.59
$ 79,768.03
Page 4
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SNELBAKER EC
BRENNEMAN, P.C.
STATEMENT OF PROPOSED DISTRIBUTION
Victor C. Wevodau, Administrator D.B.N.C.T.A. and Accountant herein, proposes to
distribute the balance of the Estate of Hazel R. Wevodau, Deceased, to wit:
$ 79,768.03 in accordance with the Last Will and Testament of said Decedent
as follows:
To: Estate of Richard N. Wevodau
25% of residue as per Item Second of Will
Cash
Household goods retained In-Kind
To: Victor C. Wevodau
25% of residue as per Item Second of Will
Cash
Household goods retained In-Kind
To: Larry E. Wevodau
25% of residue as per Item Second of Will
Cash
Household goods retained In-Kind
To: Nevin W. Wevodau, Jr.
25% of residue as per Item Second of Will
Cash
Household goods retained In-Kind
TOTAL FOR DISTRIBUTION:
$19, 942 .00
$19,362 .00
$580 .00
$19, 942 .01
$19, 362 .01
$580 .00
$19,942 .01
$19, 362 .01
$580 .00
$19,942 .01
$19,362 .01
$580 .00
$79,768. 03
Page 5
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Victor C. Wevodau, Administrator D.B.N.C.T.A., being duly sworn according
to law deposes and says that he is the Administrator of the Estate of
Hazel R. Wevodau, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foregoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of his knowledge, information and belief.
V~f c. ~.~-~~
Victor C. Wevodau
Administrator and Accountant
Sworn to and subscribed before me
this ~2.2n~(d~dray~of,July 2008
~`"i ~ ~~~~ ~ o
Notary Public
~b w~~u7w gar r~iW~Na~~ lid
Notarial Seal
Sandra K Stxavw~rs, Notary Public
Med~anicsbu~g Boro, vumberland County
My Commission Expires Nov. 22, 2011
Member, Pennsylvania Association of Notaries
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Page 6