HomeMy WebLinkAbout00-0970Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/13/2008
DONNA M WALKER ~,,
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RE: Estate of SHOEMAKER LILLIE L ~`~~ ~_
File Number: 2000-00970
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: 11/03/2008
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,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 10/13/2008
WEIGLE JERRY A
WEIGLE & ASSOCIATES PC ~~-~
126 E KING STREET =U s
SHIPPENSBURG, PA 17257 -- c.~
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RE: Estate of SHOEMAKER LILLIE L N
File Number: 2000-00970 .~
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: 11/03/2008
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,
Glenda Farner Strasbaugh
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:
Lillie L. Shoemaker
Date of Death:
11/03/2000
File Number:
21-00-0970
Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
S h h d" . f h . I *See Below 0 Y
1. tate w et er a mmIstratIOn 0 t e estate IS comp ete: . . . . . . . . . . . . . . . . . . . . es
DNo
2. Ifthe 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? . . . . . .. DYes DNa
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? ............................... DYes D No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Date
10/18/2007
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Signature of Person Filing this For
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Capacity: DPersonal Representative 00 COlmsel
ID
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Jerry A. Weigle, Esquire
Name of Persall Filing this Form
WEIGLE & ASSOCIATES, P.C.
126 East King StrePT
Address
~~t~~32:~3e~' PA
17257
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717-532-7388 ~
Telephone
Administration of the estate, including distribution, has been finalized except for the
distribution of a $334.10 beneficiary's share to a son of the decedent who is presently
incarcerated at the State Correctional Institution at Rockview. Contact has been made, but
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said beneficiary refuses to execute the family settlement agreement until he has an
opportunity to consult with counsel. No time estimate can be given as to when that may occur
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Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
Name of Decedent: Lillie L. Shoemaker
COUNTY, PENNSYLVANIA
Date of Death: 11/03/2000 File Number: 21-00-0970
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:. , *See Below ^ 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 0 No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
filed with the Clerk of the Orphans' Cou~d may be attached to this report. ,
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this Form
Capacity:. ^ Personal Representative
Jerry A. Weigle, Esquire
Name of Person Frhng this Form
WEIGLE & ASSOCIATES, P.C.
Address 126 East King Street
Shippensburg, PA 17257
717-532-7388
Telephone
*Administration of the estate, including distribution, has been finalized except for the
distribution of a $334.10 beneficiary's share to a son of the decedent who is presently
incarcerated at the State Correctional Institution at Rockview. Contact has been made, but
Form RW-10 rev. 10.13.06
said beneficiary refuses to execute the family settlement agreement until he has an
opportunity to consult with counsel. No time estimate can be given as to when that may occur.
JERRY A. WEIGLE
Associates
JOSEPH P. RUANE
RICHARD L. WEBBER, JR.
Of Counsel
THOMAS L. BRIGHT
October 21, 2008
Mr. Oscar W. Shoemaker, Jr.
State Correctional Institution at Rockview
Box A
Bellefonte, PA 16823-0820
Dear Mr. Shoemaker:
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WEIGLE & ASSOCIATES, P.C.
Attorneys-at--Law
126 EAST KING STREET
SHIPPENSBURG, PENNSYLVANIA 17257-1397
TELEPHONE (717) 532-7388 or (717) 776-4295
FAX (717) 532-5289
In Re: Estate of Lillie L. Shoemaker
You may recall that this office previously forwarded you a proposed Family Settlement
Agreement with First and Final Account attached with respect to the estate of your mother,
Lillie L. Shoemaker.
You indicated through prison representatives that you would not sign the document until
you had an opportunity to talk with an attorney. Have you done so? It has been over four
(4) years since we forwarded the document to you. We would appreciate a response within
the next two (2) weeks. A copy of the proposed account with our earlier correspondence
dated September 1, 2004, is enclosed herein for your easy reference.
JAWak
Enclosures
Very truly yours,
WEIGLE & ASSOCIATES, P.C.
Jerry A. Weigle
Copy: Donna M. Walker
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF
Name of Decedent:
CUMBERLAND
Lillie L. Shoemaker
COUNTY, PENNSYLVANIA
Date of Death: November 3 , 2000 File Number:
21-00-0970
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 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 may be attached to this report. ~ ~,
DateApril 30, 2009
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of Person Fi 'ng this Form
Capacity: ^ Personal Representative ®~q(unsel
Jerry A. Weigle, Esquire
Name of Person Filing thls Form
WEIGLE & ASSOCIATES, P.C.
Address 126 East King Street
Shippensburg, PA 17257
717-532-7388
Telephone
Form RW-IO rev. 10.13.06
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ESTATE OF LILLIE L. SHOEMAKER ~ ''
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File No. 21-00-0970 `~ `~' --
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FAMILY SETTLEMENT AGREEMENT `'
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THIS AGREEMENT made this Z 2-~ day of _ ,(,~~,.t~-- 2004
-~. ,
BETWEEN: DOLORSE N. MIXELL, DARLENE L. SHRINER, DIANE S.
SHOEMAKER, OSCAR W. SHOEMAKER, JR., and DONNA M. WALKER, being the
legatees under the Last Will and Testament of Lillie L. Shoemaker, late of the Township
of Southampton, Cumberland County, Pennsylvania,
AND
DONNA M. WALKER, Executrix of the Estate under the Last Will and
Testament of Lillie L. Shoemaker, deceased,
WHEREAS, Lillie L. Shoemaker, died November 3, 2000, testate, and under her
Will left her estate to the parties herein; and
WHEREAS, Letters Testamentary were granted to Donna M. Walker on
November 17, 2000, by the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, all assets of the late Lillie L. Shoemaker have been liquidated or
distributed and all her debts paid in full, and further the period of four months having
been terminated since the first advertisement of the issuance of Letters to the said
Executrix, the said parties hereto desire to waive the duty of the Executrix to file a
First and Final Account with Proposed Schedule of Distribution for purposes of
~f, / WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 7Z6 EAST KING STREET - SHIPPENSBURG, PA 77257-1397
confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court
Division, AND FURTHER desire that a Family Settlement Agreement be executed,
which Family Settlement will be duly recorded among the deed records in and for
Cumberland County.
NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of
the premises above stated, and of the Accounting and Proposed Schedule of Distribution .
attached hereto and made a part hereof, and the receipt of their distributive shares as
therein shown, do mutually bind themselves to the said Distribution and Accounting as
set forth and further mutually release each other and in particular Donna M. Walker,
Executrix, from all claims and demands whatsoever arising out of settlement of the Estate
of Lillie L. Shoemaker.
The parties hereto do further agree that should any liability come due to the estate
of the said decedent after the signing of this agreement, we and each of us do hereby
covenant and agree with each other and the aforesaid personal representative that we will
contribute pro rata our share of the estate to satisfy any and all claims, demands, suits, or
causes of action which may be successfully prosecuted against the said estate or the
aforesaid personal representative after the signing, sealing and delivery of this family
settlement agreement and final release.
JG STREET - SHIPPENSBURG, PA 17257-1397
IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the
day and year first above written.
WITNESS:
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C ~-L~, ~.e ~R / 7{ as-cA.t~
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L~ )
i e S. Shoe er ~
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Shoemaker, r. ,
Donna M. Walker
WEIGLE & ASSOCIATES, P.G. -ATTORNEYS AT LAW - 1Z6 EAST KING STREET - SHIPPENSBU RG, pq ~7z,57_t3y-~
llarlene L. Shriner
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
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On this, the Z Z -` day of ~cv~- 2004,
before me, the undersigned officer, personally appeared DOLORSE N. MIXELL,
DARLENE L. SHRINER, DIANE S. SHOEMAKER, and DON1~lA M. WALKER,
known to me (or satisfactorily proven) to be the persons whose names are subscribed to
the within instrument, and acknowledged that they executed the same for the purposes
therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
,/ ~ (SEAL)
Notarial Seal --__
Linda K bein, Notary Public
Shippensburg, PA Cumberland Count),
My Commission Expires August 15, 2004 i
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
On this, the 1"~ day of 200,
before me, the undersigned officer, personally appeared OSCAR W. SHOEMAKER, JR.,
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.
tvoGsriai Seat
Glristine A. ~ i~~,ucr, >Vtrt~ry Puhlic
.5:wik~S~(}'Wp., ~JOfn~fS@tt+GUllly
My ::r5rrlrnes~ion T~xr~ires Rpril 7, 2011
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - iZ6 EAST KING STREET - SHIP~fi~jlcQRpj
~~~er iVotaries
EXECUTRIX'S ACCOUNT
FIRST AND FINAL ACCOUNT OF
DONNA M. WALKER, EXECUTRIX
FOR
LILLIE L. SHOEMAKER, DECEASED
Date of Death: November 3, 2000
Date of Executrix's Appointment: November 17, 2000
Dates of Advertisement of Letters:
News Chronicle November 28, December 5, 12, 2000
Cumberland Law Journal December 1, 8, 15, 2000
Accounting for the Period: November 17, 2000, to
Apri122, 2004
Purpose of Account: Donna M. Walker, Executrix, offers this account to acquaint
interested parties with the transactions that have occurred during her administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Jerry A. Weigle, Esquire
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
717-532-7388
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 1Z6 EAST KING STREET - SHIPPENSBURG, PA 17257-1397
SCJNMARY OF ACCOUNT
Estate of Lillie L. Shoemaker
For Period 11/03/00 Through 4/22/04
Proposed Distribution to Beneficiaries
Principal
Receipts
Net Gain (or Loss) on Sales or
Other Dispositions
Other Receipts
Less Disbursements:
Administration Expenses (Prin)
Fees and Commissions (Prin)
Funeral E~~ses (Prin)
Other Experkses (Prin)
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
Income
Receipts
Less Disbursements
Balance before Distributions
Distributions to Beneficiaries
IIncom~e Balance on Hand
Combined Balance on Hand
Fiduciary
Acquisition
Page Value
6-7 $ 1,670.50
1
$31,569.63
0.00
0.00
$31,569.63
2
2-3
3
3
4
5
$ 858.87
3,250.00
4,628.00
18,234.69
26,971.56
$ 4,598.07
2,927.57
$ 1,670.50
$ 0.00
0.00
$ 0.00
0.00
$ 0.00
$ 1,670.50
RECEIPTS OF PRINCIPAL
Estate of Lillie L. Shoemaker
As of 4/22/04
Assets Listed in Inventory
(Valued as of date of death)
Checking Accounts
Crrrstown Bank Checking Account #000352578
opened 09/29/88 joint with Donna M. Walker,
daughter
$0.10 Accrued Interest
Savings Accounts
Orrstown Bank Savings Account #000038078
opened 07/05/00 joint with Donna M. Walker,
daughter
$3.93 Accrued Interest
Residences
Real Estate at 107 Neil Road, Shippensburg,
Southampton Township, Cumberland County, PA -
sold 04/08/04
Miscellaneous Property
Contribution from Donna M. Walker 11/15/00
for payment of debts $ 500.00
Contribution from Donna M. Walker 12/19/00
for payment of debts 1,000.00
Jacolyn J. Moose - down payment on purchase
of real estate 02/05/01 500.00
Proration of taxes at real estate settlement
04/08/04 142.06
Page 1
Fiduciary
Acquisition
Value
$ 913.62
2,013.95
26,500.00
2,142.06
~~ Il~~IEN'IbRY $ 31, 569.63
DISBURSII~lENTS OF PRINCIPAL
Estate of Lillie L. Shoemaker
For Period 11/03/00 Through 4/22/04
Administration Expenses (Prim)
11/16/00 Register of Wills, Cumberland County -
Letters Testamentary and Short Certificates
11/22/00 Cumberland Law Journal - advertising Letters
Testamentary
12/19/00 Barrett Real Estate - appraisal of real
estate
01/16/01 News Chronicle - advertising Letters
Testamentary
07/31/01 South Central Horne Settlements -
reimbursement for copy of bankruptcy file
01/30/02 Register of Wills, Cumberland County -filing
PA Inheritance Tax Return
01/30/02 Register of Wills, Cumberland County - PA
inheritance tax
02/07/02 Register of Wills, Cumberland County -
additional probate fee (advanced by Weigle &
Associates, P.C. and reimbursed 04/08/04)
03/12/02 Register of Wills, Cumberland County - PA
inheritance tax (advanced by Weigle &
Associates, P.C. and reimbursed 04/08/04)
04/08/04 Weigle & Associates, P.C. - reserve for
filing Family Settlement Agreement with
Register of Wills, Cumberland County
04/08/04 Weigle & Associates, P.C. - reimbursement for
postage, xerox copies, and long distance
telephone calls
04/08/04 Linda K. Klein - notary fee
Fees and Commissions (Prim)
01/03/02 Weigle & Associates, P.C. - partial attorney
fee
04/08/04 Donna M. Walker - Executrix Commission
Page 2
$ 64.00
75.00
250.00
57.50
35.00
15.00
234.93
10.00
9.94
70.00
25.50
12.00
$ 858.87
$ 695.37
1,250.00
DISBURSII~'~LVTS OF PRINCIPAL
Estate of Lillie L. Shoemaker
For Period 11/03/00 Through 4/22/04
04/08/04 Weigle & Associates, P.C. - balance of
attorney fee
Funeral Expenses (Prin)
04/08/04 Fogelsanger-Bricker Funeral Home
Other ExperLSes (Prin)
05/02/01 CFJMA - sewer billing
02/07/02 Jacolyn J. Moose - return of down payment on
real estate
04/08/04 Expenses of real estate settlement including:
mortgage lien payoffs (Equibark $8,000.00 and
American General Consumer Discount Company
$230.50); realtor cotmtission ($2,500.00);
document preparation, notary fee, and express
mail ($170.00) ; CFJNIP, billing ($1, 076.42) ;
and 2002, 2003, 2004 taxes ($892.24)
04/08/04 Donna M. Walker - reimbursement at real
estate settlement for contributions to
estate, debts, and expexises paid on behalf of
estate
$ 1,304.63
$ 73.20
500.00
12,869.16
4,741.47
04/08/04 Southampton Township - delinquent light tax 50.86
Page 3
$ 3,250.00
4,628.00
18,234.69
'II~TAL DISBURSII~3V'I'S OF PRINCIPAL $ 26, 971.56
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Page 4
Estate of Lillie L. Shoemaker
For Period 11/03/00 Through 4/22/04
To: Donna M. Walker
Orrstown Bank joint checking account
11/04/00 Cash $ 913.62
To: Donna M. Walker
Orrstown Bank joint savings account
11/04/00 Cash 2,013.y5
Total for Donna M. Walker $ 2,927 57
Z17TAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $ 2,927.57
PRINCIPAL BAL~F,iVCE ON HAND
Estate of Lillie L. Shoemaker
As of 4/22/04
Current
Value
-------
Checking Accounts
Weigle & Associates, P.C. Clients Account
for the Estate $ 1,670.50
PRINCIPAL BALANCE ON HAND $ 1,670.50
Page 5
Carrying
Value
$ 1,670.50
$ 1,670.50
PROPOSID DISTRIBUTIONS 'Il7 BENEFICIARIES Page 6
Estate of Lillie L. Shoemaker
For Period 11/03/00 Through 4/22/04
To: Dolorse N. Mizell
Cash
4/22/04 The beneficiary will receive a 20% interest in the
estate's residue, representing a portion of the
following assets:
Cash
$ 334.10
Total -----
$ 334.10
To: Darlene L. Shriner
Cash
4/22/04 The beneficiary will receive a 20o interest in the
estate's residue, representing a portion of the
following assets:
Cash 334.10
Total -----------
$ 334.10
To: Diane S. Shoemaker
Cash
4/22/04 The beneficiary will receive a 20% interest in the
estate's residue, representing a portion of the
following assets:
Cash 334.10
Total -----------
$ 334.10
To: Oscar W. Shoemaker, Jr.
Cash
4/22/04 The beneficiary will receive a 20% interest in the
estate's residue, representing a portion of the
following assets:
Cash
334.10
Total --------
$ 334.10
PROPOSID DISTRIBUTIONS TO BENEFICIARIES Page 7
Estate of Lillie L. Shoemaker
For Period 11/03/00 Through 4/22/04
To: Donna M. Walker
Cash
4/22/04 The beneficiary will receive a 20% interest in the
estate's residue, representing a portion of the
following assets:
Cash
$ 334.10
Total
$ 334.10
'IbTAL PROPOSED DISTRIBUTIONS TO BENEFICIARIES $ 1,670.50
DONNA M. WALKER, Executrix of the Estate of Lillie L. Shoemaker, deceased,
hereby declares under oath (penalties of perjury) that she has fully and faithfully
discharged the duties of her office; that the foregoing First and Final Account is true and
correct and fully discloses all significant transactions occurring during the accounting
period; that all known claims against the estate have been paid in full; that, to her
knowledge, there are no claims now outstanding ag,~.inst the estate; and that all taxes
presently due from the estate have been paid.
M. Walker,
Subscribed and sworn to by
DONNA M. WALKER
before me this 22"= day of
~,~,cn~k , 2004.
Notarial Seal
Llnda K. Klein, Notary Public
3hlppensburg, PA Cumberlarx! County
My Comm(ssion Expires August 15, 2004
WEIGLE & ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397