HomeMy WebLinkAbout01-22-08
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INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DNISION
ESTATE OF
PHILIP K. HENSEL
ESTATE NO. 21-06-0917
NOTICE
THE FIRST AND FINAL ACCOUNT FOR THE EST A TE OF PHILIP K. HENSEL
WAS FILED WITH THE CUMBERLAND COUNTY REGISTER OF WILLS ON JANUARY
22, 2008. THE ACCOUNT WILL BE PRESENTED TO THE ORPHAN'S COURT FOR
AUDIT ON MARCH 4, 2008 AT 9:30 A.M. IN THE CLERK OF THE ORPHAN'S COURT,
CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQUARE, CARLISLE,
PENNSYLVANIA 17013 AT 9:30 A.M.
ANY OBJECTIONS TO THIS ACCOUNTING MUST BE MADE BY MARCH 4,
2008 AT 9:30 A.M. AND SHALL BE FILED WITH THE CLERK OF THE ORPHAN'S
COURT, CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQUARE,
CARLISLE, PENNSYLVANIA 17013.
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INRE:
ESTATE OF
PHILIP K. HENSEL
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DIVISION
ESTATE NO. 21-06-0917
CERTIFICATE OF SERVICE
I hereby certify that on the date set forth below, a true and correct copy of the First and
Final Account of Cherie McLaughlin served on the following via Certified First Class Mail,
postage prepaid:
Phillip & Cohen Associates, Ltd.
Howard A. Enders
258 Chapman Road, Suite 205
Newark, DE 19702
DCM Services, LLC
4150 Olson Memorial Highway, Suite 200
Minneapolis, MN 55422-4811
FIA Card Services
Estate Department
PO Box 15409
Wilmington, DE 19885-5409
Cherie H. McLaughlin
1 Winding Way
Cape May Courthouse, NJ 08210
Dated:
and FIA Card Services
DE5-03-02-02
1000 Samoset Drive
Wilmington, DE 19884
II
/L~-ld~
Reager & Adler, PC
Susan H. Confair, Esquire
Sup Ct. LD. # 70241
2331 Market Street
Camp Hill, PA 17011
(717) 763-1383 - phone
(717) 909-4939 - fax
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, P A
ORPHAN'S COURT DNISION
FILE NO. 0917 of 2006
FIRST AND FINAL ACCOUNT OF CHERIE H. MCLAUGHLIN, EXECUTRIX
FOR
ESTATE OF PHILIP K. HENSEL, DECEASED
LATE OF THE BOROUGH OF NEW CUMBERLAND
Date of Death: October 12, 2006
Letters Granted: October 18, 2006
First Complete Advertisement
of Grant of Letters: November 13, 2006
Accounting: October 12,2006- Present
Purposes of Account: The Executor offers this Account to acquaint interested parties with the
transactions that have occurred during its administration of the estate.
It is important that the Account be carefully examined. Requests for Additional Information or
Questions or Objections can be discussed with:
i!J~ ,
./
Reager & Adler, PC
Susan H. Confair, Esquire
2331 Market Street
Camp Hill, PA 17011
Phone (717)-763-1383
Fax (717) - 909-4939
~L~ {'A~ I 'E~
Cherie H. McLaugh In, Executnx
Assets
Principal:
Income
Total:
TOTAL ASSETS:
Liabilities
Expenses of Administration:
Debts:
Total:
TOTAL LIABILITIES:
FIRST AND FINAL ACCOUNT
ESTATE OF PHILIP K. HENSEL
000: OCTOBER 12, 2006
RECAPITULATION
$ 41,221.59
231.60
$ 41,453.19
$41,453.19
$ 24,471.18
21,947.50
$ 46,418.68
=-$46,418.68
DEFICIT
- 4,965.49
2
10/12/06
10/12/06
PRINCIPAL:
FIRST AND FINAL ACCOUNT
ESTATE OF PHILIP K. HENSEL
000: OCTOBER 12, 2006
PRINCIPAL
PNC Bank Account (CD/Money Market)
PNC Bank Account (Checking)
Total Personal Property:
3
$ 39,158.09
2.063.50
$ 41,221.59
$ 41,221.59
FIRST AND FINAL ACCOUNT
ESTATE OF PHILIP K. HENSEL
000: OCTOBER 12, 2006
INCOME
12/12/06 Refund from Comcast $ 35.32
01/27107 Refund Storage Unit Deposit 30.00
04/24/07 Phone Tax Refund 30.00
05/08/07 lOT Refund .13
OS/27/07 Cape Savings Interest (Estate Account) 89.94
05/31/07 PNC Interest 46.21
Total: $ 231.60
TOTAL INCOME: $ 231.60
4
10/18/06
10/20/06
1 0/1 7/06
11/3/06
11/15/06
11/9/06-
5/8/07
11/27/06
01/12/07
02/15/07
02/16/07
02/28/07
04/04/07
05/03/07
3/19/07
OS/27/07
1/7/07
10/16/06-
1/16/08
1/16/08
FIRST AND FINAL ACCOUNT
ESTATE OF PHILIP K. HENSEL
000: OCTOBER 12, 2006
EXPENSES OF ADMINISTRATION
Cumberland Law Journal
Courier Service to Cumberland County courthouse
Cherie H. McLaughlin (expenses for 10/17/06)
Myers Harner Funeral Home
The Sentinel
$ 75.00
$ 30.00
$2,462.92
$9,021.00
$ 122.51
John Murphy - Accounting, Transportation &
Misc. Services $3,270.00
Cherie H. McLaughlin (expenses for October) $1,207.49
Cherie H. McLaughlin (expenses for November) $1,204.21
Cherie H. McLaughlin (expenses for Dec. & January) $ 507.98
Cherie H. McLaughlin (correction for addition mistake)$ 332.61
Cherie H. McLaughlin (expenses for February) $ 285.96
Cherie H. McLaughlin (expenses for March) $ 593.39
Cherie H. McLaughlin (expenses for April) $ 404.39
Schad & Schad, CPA $100.00
Cherie H. McLaughlin (expenses for May) $1,775.02
Cherie H. McLaughlin (expenses to date) $ 136.69
Reager & Adler, PC
Register of Wills, Agent (filing fees account)
Total
TOT AL EXPENSES:
5
$ 2,812.01
$ 130.00
$24,471.18
$24,471.18
10/20/06
10/20/06
10/20/06
10/20/06
10/31/06
11/05/06
11/17/06
11/24/06
12/12/06
12/15/06
02/15/07
04/17/07
10/12/06
10/12/06
10/12/06
10/12/06
10/12/06 .
FIRST AND FINAL ACCOUNT
ESTATE OF PHILIP K. HENSEL
000: OCTOBER 12, 2006
DEBTS OF DECEDENT
PAID UNPAID
lOT America (telephone)
PP & L Electric Utilities (electric)
Com cast (TV)
Apria Healthcare (Oxygen, etc)
Apria Healthcare (final bill)
PP & L Electric Utilities (final bill)
West Shore EMS (Ambulance)
Pinnacle Health Hospitals (Med. Care)
lOT America (final phone bill)
The Patriot News (final bill)
545 Brandt Associates (repair/clean
apartment
The Foot Care Center
JP Morgan Chase
(Phillip & Cohen Associates, Ltd)
(Account 5466264000005841)
Citi Aadvantage Card
(Citibank South Oakota)(OCM Services, LLC)
(Account 4128004102506004)
Bank of America (FIA Card Services) (Account
4356023200804015 now 4888934014678733)
Bankcard Services (FIA Card Services)
(Account 4313084837465879)
Interval International (Bank of America)
(FIA Card Services) (Account 4264287062097601)
$ 58.55
$ 52.52
$ 64.35
$ 82.58
$ 40.08
$ 60.14
$ 712.06
$ 32.84
$ 13.56
$ 3.20
$1,684.22
$ 19.91
$1,218.22
$4,987.21
$4,078.56
$4,867.28
$3,972.22
Total:
$ 2.824.01
$19.123.49
$21,947.50
TOTAL DEBTS:
6
INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DIVISION
ESTATE OF
PHILIP K. HENSEL
ESTATE NO. 21-06-0917
VERIFICATION
Cherie H. McLaughlin, Executrix of the Estate of Philip K. Hensel, Deceased, hereby
declares under oath 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 transaction
occurring during the accounting period; that all known claims against the Estate have been paid,
except claims of creditors as listed as unpaid, in full; that, to her knowledge, there are no claims
outstanding against the Estate; that all taxes presently due from the Estate have been paid; and
that the grant of Letters Testamentary and the first complete advertisement thereof occurred more
than four months before the filing of the foregoing First and Final Account.
This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to
unsworn falsification to authorities.
~ U(Y1~ 1~~~
CHERIE H. MCLAU HUN, Executnx
Dated:
\ 0-1 () ~
7
INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DNISION
ESTATE OF
PHILIP K. HENSEL
ESTATE NO. 21-06-0917
ORDER
AND NOW, this day of , 2008, it is hereby
ordered that Phillip & Cohen Associates, LTD; DCM Services, LLC; and FIA Card
Services be and hereby awarded the following:
Balance of Estate for distribution among creditors:.............................. $13,358.00
1. Phillip & Cohen Associates, L TD
IP Morgan Chase account # 5466264000005841
$ 850.97
2. DCM Services, LLC
Citibank (South Dakota) (Citi Advantage)
account #4128004102506004
$3,483.62
3. FIA Card Services:
Bank of America account #4888934014678733
Aka 4356023200804015
Bank of America account #4313084837465879
Bank of America account #4264287062097601
$2,848.92
$3,399.85
$2,774.64
Total Distributions:. ....... .. ... . ............... .. ... .... ...... ..... . ...... ... ... ..... . .$13,358.00
J.
DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
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ESTATE OF PHILIP K. HENSEL
, DECEASED. ::.::.\
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No. 21-06-0917
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L.
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Susan H. Confair, Esquire
Supreme Court LD. No.: 70241
Name of Law Firm: Reager & Adler, PC
Address: 2331 Market Street, Camp Hill, PA 17011
Telephone: (717) 763-1383
Fax: (717) 730-7366
Form DC-01 rev. 10.13.06 Page 1 of 10
Estate of PHILIP K. HENSEL
, Deceased
1. Name(s) and addressees) ofPetitioner(s):
Name:
Cherie H. McLaughlin
Address:
1 Winding Way
Cape May Courthouse, NJ 08210
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . .. IZI Yes 0 No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on October 12, 2006
IZI Letters Testamentary or OLetters of Administration were granted to Petitioner(s) on
October 18. 2006
Date of Will (if applicable): May 14, 1999
Date(s) ofCodici1(s) (ifapplicable):
Date of probate (if different from date Letters granted): October 18, 2006
Was a bond required? DYes IZl No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... IZl Yes 0 No
Dates of advertising of the grant of Letters: Cumberland Law Journal, 11/3/06,
11/10/06 and 11/17/06; The Sentinel, 10/30/06, 11/6/06 and 11/13/06
Form OC-01 rev. 10.13.06
Page 2 of 10
Estate of PHILIP K. HENSEL
, Deceased
3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes IZ'J No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. DYes D No
(See Section 2201 et~. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
6. DiddecedentmarryafterexecutionofWillorCodicil(s)?.......... DYes fZ] No
Were any children born to decedent after execution of
Will or Codicil(s)? ........................................... DYes IZl No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. 9 1412, was a request for a statement of claim sent to
the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IZ!Yes D No
Form DC-OI rev. 10.13.06
Page 3 of 10
Estate of PHILIP K. HENSEL
, Deceased
8. Written notice of the Audit as required by Pa. a.c. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. a.c. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. a.c. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest( s):
Name and Address of Each Party in Interest
Relationshiv and Comments, if any Interest
Cherie H. McLaughlin
1 Winding Way
Cape May Courthouse, NJ
08210
daughter rest, residue &
remainder
Form OC-OJ rev. 10.13.06
Page 4 of 10
Estate of PHILIP K. HENSEL
, Deceased
Name and Address of Each Party in Interest
Relationship and Comments, if any
Interest
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. o.c. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form aC-OJ rev. /0.13.06
Page 5 of 10
Estate of PHILIP K. HENSEL
, Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim Will Claim
Admitted? Be Paid In
Full?
Phillip & Cohen Associates, L TD $1,218.22 [ZjVes DVes
Howard A. Enders DNo IZ]No
258 Chapman Road, Suite 205
Newark, DE 19702
DCM Services, LLC $4,987.21 IZlVes DVes
4150 Olson Memorial Highway DNo IZ]No
Suite 200
Minneapolis, MN 55422-4811
FIA Card Services $4,078.56 (liVes DVes
Estate Department $4,867.28 DNo IZ]No
PO Box 15409 $3,972.22
Wilmington, DE 19885-5409
DVes DVes
DNa DNo
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. 9 3392 and the proposed payments.
Was family exemption allowed?
.. . . ..... .. . ..... ... . ..... .. . . ..
DVes IZ]No
DVes IZlNo
11.
Was family exemption claimed?
Family exemption claimant's name and relationship:
Name:
Relationship:
Form OC-OI rev. 10.13.06
Page 6 of 10
Estate of PHILIP K. HENSEL
, Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) ofpayment(s), and the interest(s) upon which paid, are as follows:
Date
Payment Interest
Filed 7/10107
0.00 Insolvent Estate
Acceptance 9/11/07
Insolvent Estate
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond ofa fiduciary? .. ..... . . . . . . . ., . .. DYes IZl No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
n/a
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. 0 Yes 0 No
15. IfPetitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form DC-OJ rev. JO.13.06
Page 7 ofl 0
Estate of PIDLIP K. HENSEL
, Deceased
16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . 0 Yes IZI No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
Account still open pending distribution to creditors.
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. DYes 0 No
18. If a reserve is requested, state amount and purpose.
Amount: 800.00
Purpose: Legal fees to Reager & Adler, PC
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ........................................ DYes 0No
If so, attach a copy of the notice.
19.
Is the Court being asked to direct
the filing of a Schedule of Distribution?
IZ]Yes DNo
As to real estate only? ........................................ DYes IZ]No
Form OC-OJ rev. 10.13.06
Page 8 of 10
Estate of PHILIP K. HENSEL
, Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
Amount/Proportion
Phillip & Cohen Associates, L TD
$14.75
DCM Services, LLC
$60.39
FIA Card Services - 3 accounts total
$156.43
B. Principal:
Proposed Distributee(s)
Amount/Proportion
Phillip & Cohen Associates, L TD
$836.22
DCM Services, LLC
$3,423.23
FIA Card Services - 3 accounts total
$8,866.98
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
N~~~~~=~
Name of Petitioner:
Form DC-OJ rev. /0.13.06
Page 9 of 10
Estate of PHILIP K. HENSEL
, Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that he/she she is title Executrix
of the above-named name of corporation Estate of Philip K. Hensel and] that the facts set
forth in the foregoing Petition for Adjudication I Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. S 4904 (relating to unsworn
falsification to authorities).
~.rt~
Signature of Petitioner
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication!
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein. i.~
Signatur~f Counsel for Petitioner
Form OC-Ol rev. 10.13.06
Page 10 of 10
EXHIBIT A
INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DNISION
ESTATE OF
PHILIP K. HENSEL
ESTATE NO. 21-06-0917
Schedule
Petition for Adjudication/Statement of Proposed Distribution
Pursuant to Pa. O.c. Rule 6.9
Section 2
Advertisement
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, P A 17013
1
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--------------_.~--------
November 11,2006
Cumberland Law Jommu is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
David W. Reager, ESQUIRE
Philip K. Hensel aka Philip K. Hensel, MD, ESTATE
RE:
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
-.------------------------------------------------------------
-.---------------------------------------------------
. Advertisement inserted on following dates:
November 3,10, 17, 2006
Second Proof Request
75.00
$ 0.00
$ 0.00
$ 75.00
-------------
Advertising Cost
Proof of Publication
Payment received
Total Amount Due
$ 00.00
---------
-------
Becky H. Morgenthal, Executive Director
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to la\\" deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
VIZ:
November 3, November 10, and November 17, 2006
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Hensel. Philip K. a/k/a Philip K.
Hensel. MD, dec'd.
Late of New Cumberland.
Executrix: Cherie McLaughlin
c/o David W. Reager, Esquire,
Reager & Adler, P.C., 2331 Mar-
ket Street, Camp Hill, PA 17011,
(717) 763-1383.
Attorneys: David W. Reager. Es-
quire. Reager & Adler. P.C., 2331
Market Street, Camp Hill. PA
17011, (717) 763-1383.
SWORN TO AND SUBSCRIBED before me this
17 day of November. 2006
NOTARIAL SEAL
LOIS E. SNYDER, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires March 5, 2009 .
~ ... '" .~
.....
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tammv Shoemaker, Classified Advertising Manager, of The Sentinel, of the County
and State aforesaid, being duly sworn, deposes and says that TIlE SENTINEL, a
newspaper of general circulation in the Borough of Carlisle, County and State
aforesaid, was established December 13th, 1881, since which date TIlE SENTINEL has
been regularly issued in said County, and that the printed notice or publication
attached hereto is exactly the same as was printed and published in the regular editions
and issues of TIlE SENTINEL on the following day(s)
October 30, November 06, 13,2006
COpy OF NOTICE OF PUBLICATION
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that,
all allegations in the foregoing statement
as to time, place and character of
J;;:iJZ~
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ESTATE NOTICE' :
, .' 'J
Letters Testamentary for theEsiatedfPHILi~,~,' , \ I
HENSE,L, alkJa PH ~[lt',\'/j~died. f
October 12; 2006; I
, . " ,CumR~rlar],~"g!iuh .lit.,w, "1
- 'Cherie MclaLighnn," . ,xecu ' Oct '._. _." 'f
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~, ". .ESquir~~-," '.;:~;;
(P.C. '" '""
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Sworn to and subscribed before me this
15th. day of November 2006.
~ 'rR.~
Notary Pu 'c
My commission expires: q \1\D8
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Christina L Wolfe, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Sept. 1, 2008
Member. Pennsylvania Association Of Notaries
INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DIVISION
ESTATE OF
PHILIP K. HENSEL
ESTATE NO. 21-06-0917
Schedule
Petition for Adjudication/Statement of Proposed Distribution
Pursuant to Pa. O.C. Rule 6.9
Section 10
Proposed Distribution
INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DNISION
ESTATE OF
PHILIP K. HENSEL
ESTATE NO. 21-06-0917
Schedule
Petition for Adjudication/Statement of Proposed Distribution
Pursuant to Pa. O.C. Rule 6.9
Section 10
Balance of Estate for distribution among creditors:.................. $13,358.00
1. Phillip & Cohen Associates, L TD
IP Morgan Chase account # 5466264000005841
$ 850.97
2. DCM Services, LLC
Citibank (South Dakota) (Citi Advantage)
account #4128004102506004
$3,483.62
3. FIA Card Services:
Bank of America account #4888934014678733
Aka 4356023200804015
Bank of America account #4313084837465879
Bank of America account #4264287062097601
$2,848.92
$3,399.85
$2,774.64
Total
Distributions:.............................................................. .$13,358.00
INRE:
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHAN'S COURT DIVISION
ESTATE OF
PHILIP K. HENSEL
ESTATE NO. 21-06-0917
Schedule
Petition for Adjudication/Statement of Proposed Distribution
Pursuant to Pa. D.C. Rule 6.9
Section 12
Notice of Inheritance Tax Appraisement, Allowance or Disallowance of
Deductions and Assessment of Tax
PA l70ll
:-I'-~ r-;r .
COMMONWEALTH OF PENNSYLVA~~A'JlI(n"\ "_i~ 1'-;, I'lQ
DEPARTMENT OF REVENUE . ;:.".L, . ,
, ~;: . .^~.
NOTICE OF INHERITANCE TAX ..;
APPRAISEMENT, ALLOWANCE OR DISALLOW-MCE SEP 1 3 ?nn7
OF DEDUCTIONS AN~MENT OF r~* ..... .. LU.<1~ e\
II jl,! fT " " . I ,-"-~y.1~~4 7 EX AFP
L; L.~ ~~-~~"i ~~j t,,~J L~./
- ~ "'... "0-9-11-2 001. ..." . . ,_
HENSEL
10-12-2006
21 06 - 0917
CUMBERLAND
101
APPEAL DATE: 11-10-2007
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA~ 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
(D6-05)
DAVID W REAGER
REAGER & ADLER
2331 MARKET ST
CAMP HILL
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PHILLIP
K
I
PAYMENT TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +0-
REV: 1S47 - EX - AFP - (03: osj - N,PTICE- OF - INHERITANCE - TAX-APPRAisEMENT: - ALLoWANCE - OR - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENSEL PHILLIP K FILE NO. 21 06-0917 ACN 101 DATE 09-ll-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule. D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
.00
.00
.00
.00
41,423.19
.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
B.
Total Assets
(B)
41,423.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
ClO)
21,184.46
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
21,947.50
(11)
Cl2)
Cl3)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Net Value of Estate Subject to Tax
Cl4)
43.131.96
1,708.77-
.00
1,708.77-
NOTE: Ifanasses~m,en1:""~~:ts~,u~d previously, lines 1,4, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed - to dcibi':---'-
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
lB. Amount of Line 14 taxable at Collateral/Class B rate (lB)
19. Principal Tax Due
TAX CREDITS'
.00 X 00 .00
.00 X 045 = .00
.00 X 12 .00
.00 X 15 .00
Cl9)= .00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
^ OC'I:'IIt.ln ~E:'I:' DI:'\II:'D~C' ~TnC' nl:' TUT~ I:'nDM enD TN~TDII(""TTnl\l~ "'I