HomeMy WebLinkAbout03-12-08
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF Cumberland
COUNTY, PENNSYL VANIA
Name of Decedent:
Julia o. Allen
U --U-DciteoIDeath: March 14, 2{ffi~---uTile Number: 21-06-0333
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: . . . . . . . . . . . . . . . . . . .. ~ 0 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? . . . . . .. 0 Y es ~
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
infonnally to the parties in interest? ..........
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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 3/10/2008
Signalu of PerSall Filing this Form
Capacity: ~sonal Representative 0 Counsel
Wendy Weikal-Beauchat
Name of Persall Filing this Form
63 West High Street
Address
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Gettysburg, PA
17325
717-334-4515
Telephone
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Form RW-IO rev. 10./306
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Family Settlement Agreement
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This Agreement entered into this dcllicl day of 0 C 1C7/JbL
2007, by and between Judith A. Brough, Virginia Lengel and Jeffrey B. Allen, in their
capacities as stated:
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Judith A. Brough, Executrix under the Last Will and Testament
dated February 02, 2004, of Julia O. Allen, (hereinafter referred to as
"Executrix ")
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Judith A. Brough, Virginia Lengel and Jeffrey B. Allen,
Successor Trustees of the Julia O. Allen Revocable Living Trust,
(hereinafter referred to as "Successor Trustees.")
Judith A. Brough, Virginia Lengel and Jeffrey B. Allen, Legatees
under the Last Will and Testament (hereinafter referred to as
"Legatees,") and
Judith A. Brough, Virginia Lengel and Jeffrey B. Allen,
Beneficiaries under the Julia O. Allen Revocable Living Trust,
(hereinafter referred to as "Beneficiaries").
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BACKGROUND
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a. Julia O. Allen ("Decedent") died on March 14, 2006, a resident of Cumberland
County, Pennsylvania, leaving a will dated February 02, 2004.
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b. Decedent's Last Will and Testament was admitted ,to probate by the Register of
Wills of Cumberland County on April 17, 2006, and letters testamentary were issued to
Judith A. Brough as Executrix.
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c. In her Last Will and Testament, Decedent named the Julia O. Allen Revocable
Living Trust, as the sole beneficiary of her estate, to the extent that the assets were not
already held therein at the time of her death.
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d. The Executrix advertised the grant of letters Testamentary, filed an Inventory and
Appraisement of Decedent's property, prepared and filed a Pennsylvania Inheritance Tax
Returns, and paid the appropriate taxes thereon. Said documents attached as Exhibits
hereto.
e. The Executrix has paid all the specific bequests and all the taxes, debts and
expenses of the estate known to them, and they have no knowledge of any unpaid claims,
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absolute or contingent, which may be asserted against or in favor of the estate or trust, nor
do they have any reason to believe there are any such claims.
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f. The Executrix has completed the administration of the estate and trust, has prepared
her account thereof ("account") and is prepared to distributed the net assets of the estate to
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the Trust, for final distribution to the r~idual beneficiaries thereof.
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g. All estate receipts, disbursements, and distributions are reflected in the Pennsylvania
Inheritance tax returns annexed hereto.
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h. Judith A. Brough, Executrix and Trustee of the Trust along with Virginia Lengel
and Jeffrey B. Allen also Trustees of the Trust desire that this Family Agreement make
unnecessary the filing a formal accounting in the Orphans' Court Division of the Court of
Common Pleas of Cumberland County.
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1. Judith A. Brough, Virginia Lengel and Jeffrey B. Allen have been given the
opportunity to review the books and records of the estate and trust, and based upon such
opportunity or examination, they have determined that they have sufficient information to
make an informed decision to waive the right to a formal accounting.
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AGREEMENT
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In consideration of the willingness of the Executrix to distribute and terminate the
estate, as well as the Trustees to distribute the Trust, in accordance with the terms of the
Last Will and Testament and the Revocable Living Trust, without the protection afforded
them by a formal adjudication of the account, the Trustees, Legatees, and Beneficiaries, do
hereby, individually and in each of their capacities:
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1. Acknowledge that I/we have read this Agreement and represent that the facts set
forth above are true and correct to the best of my/our knowledge, information and belief.
I/We further acknowledge that I/we are familiar with the provisions of the Last Will and
Testament and Revocable Living Trust of decedent;
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2. Waive the filing of a formal account of the administration of this estate, with respect
to the income and principal thereof, in any court which has jurisdiction, in particular, the
Orphans' Court Division of the Court of Common Pleas of Cumberland County,
Pennsylvania;
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3. Declare that Uwe have examined the Accounting and Distribution Statement, which
IS attached hereto and incorporated herein, and find it to be true and correct in all
particulars; understand that the distribution is still subject to the payment of certain
administration expenses, including final counsel fees to Beauchat & Beauchat, LLC, and
accounting fees and final allocation oY.interest; accept and approve it with the same ,force
and effect as if it had been prepared and duly filed with, audited, adjudicated and confirmed
absolu~ely by such court which has jurisdiction over this estate, and, as if the balance of
principal and income had been awarded by said court in accordance with this Agreement
and the account and statement;
4. Warrant that I/we know of no outstanding and unsatisfied claims against the estate
and approve the distribution of the balance of principal and income shown on the attached
account and statement as set forth above;
5. Absolutely and irrevocably release and discharge the Executrix and Trustees, all
agents, their personal representatives, heirs, successors and assigns, from any and all
actions, liabilities, claims and demands, including specifically but not limited to liability
arising in connection with any mistake of fact or law, or negligent or careless act or
omission, in connection with the administration and distribution of assets shown in the
statement;
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6. Agree to refund to the Executrix or Trustees such part or all of the distributive share
which has been or is being distributed to the Trust and by the Trust, which may at any time
be determined to have been an erroneous distribution to the Trust regardless of the cause of
such error, even if attributable to negligence;
7. Agree that any period of limitation of actions for the collection for any erroneous
distribution to the Trust or by the Trust shall commence only at such time as the Executrix
or Trustees have obtained actual knowledge of such erroneous distribution and that in no
event shall the obligation to collect any erroneous distribution start earlier than the actual
discovery thereof by the Executrix or Trustees.
8. With respect to any distributions of income or principal, which I/we have received
on behalf of the Trust, or will receive upon execution of this agreement, agree to indemnify
and hold harmless the Executrix and Trustees, all agents their personal representatives,
heirs, successors and assigns, from any liability, loss or expense (including but not limited
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to costs and counsel fees), arising from any cause whatsoever, which may be incurred by
the Executrix and/or Trustees as a result of the administration of this estate or distribution
in accordance with this agreement including, but not limited to, any liability for any federal
estate tax, Pennsylvania inheritance tax or any other death taxes and federal and state
income taxes, together with any inter~ and costs incidental thereto, relating in any way to
the estate and also including, but not limited to, any assets received or payments or
distributions made by reason of any negligence or mistake of fact or law;
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9. Understand that this Agreement may be signed in counterpart originals, all of which
together shall be deemed to constitute one original; and
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10. Agree that this Agreement shall be governed by the laws of the Commonwealth of
Pennsylvania.
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IN WITNESS WHEREOF, I/'Xe agree to be bound hereby and have signed this
agreement this ".? .? A d day of oc ~ ~ 2007.
Witness: X~ {JAJ~ -'"
Witness ~ (J,JJ.'w..o. .
Witness: ~
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Witness:91 ~zZ
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Witness: Mffl!h- tJ ~
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Witness:
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~Legatee
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Virgi a Lengel, Trust
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Virgin . Lengel, Benefi
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EXHIBIT "A"
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PROPOSED SCHEDULE OF DISTRIBUTION
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Estate of: Julia O. Allen
Date of Death: March 14, 2006
Address Distribution Amount
30602 Hunt Club Drive $ 205,050.43
San Juan Capistrano, CA 92675
28 Holly Estate Drive $ 205,050.44
Gardners, PA 17324
2655 Blair Road $ 205,050.44
Russell Springs, KY 42642
Total Distribution Amount ------ $ 615,151.31
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Receipts of Estate
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First Federal of Buck County
Merrill Lynch
PNC Investments
Vanguard
Pennsylvania Inheritance Tax Return Overpayment
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Sub-Total
Expenses of Estate
A. Previously distributed and listed on the Inheritance Tax Return and Probate Fees
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1. Funeral Expenses
a. Auer - Obitiuaries ------------------------ $
b. Auer Funeral Home -------------------------------- $
c. Codori Memorials ---------------------------- $
d. Middletown Friends Meeting - Memorial Service Hall Rental $
e. Middletown Friends Meeting - Burial Plot ------------------ $
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2. Accountant's Fees
a. Michael Rider - Smith & Company --------------------- $
3. AttorneyFees
a. Beauchat & Beauchat, LLC. -------------------------- $
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4. Other Administrative Costs
a. Continuing Care Rx - prescriptions ---;------------ $
5. Pennsyvlania Inheritance Taxes - Prior Payments
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Sub-Total
B. Remaining costs to be distributed
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1. Preparation of inheritance tax return/additional attorney fees'
'Please note estimated as $10,000.00 on Inheritance tax return
2. Preparation of additional tax returns via Smith & Company
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Sub-Total
Total Expenses ---------------------------------------------------------oo $
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Gross Estate -----------------------. $662,798.61
Estate Expenses ------------------ $ 47,647.30
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Net Estate ------------------------------------------------------------------
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Distribution
Name
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Jeffrey B. Allen
Judith A. Brough
Virginia A. Lengel
$109,156.47
$400,632.13
$109,013.02
$38,513.53
$5,483.46
$662,798.61
301.36
1,348.00
347.00
150.00
600.00
685.87
6,595.63
219.44
$33,000.00
$
43,247.30
$
3,400.00
$
1,000.00
$
4,400.00
47,647.30
$615,151.31
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EXHIBIT "B"
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BUREAU OF INDIVIDUAL TAXES
INHERITANCl:: "FAX DIVISION
PO BOX 28dlfu1 '"
HARRISBURG, PA 17128-<0601
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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WENDY K BEAUCAT ESQ
63 N HIGH StRE:ET
GETTYSBURGPA 2106-0333
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
REV.1547 EX (01.07) PC
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06-05-2007
ALLEN JULIA 0
03-14-2006
2106-0333
CUl1lberl.and
101
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Appeal Date: 08-05-2007
(See reverse side under Objections)
Amount Remitted I . I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE. . ~REtAIN LOWeR PORTION FOR YOUR RECORDS ~
- -REv~1-54'fEX (01:07) -PCu --- --- - - - --- NcfTicEoi=-ii.fHERYfANc-E-iAX-APP-RAisE';fEi.ii~AL"l::bW A-NeE- ORm - - - - U - - ---- ----- - - -- - - - - - - - -,
DIS'AlL-o-WANE:E'OF DEDUCTlONS.AND-.ASS6SSMENT OF TAX
ALLEN JULIA 0 FILE NO. 21l>6-O333 . ACN 101
'. TAX RETURN WAS:. . ( [gI ) ACCEPTED AS FILED ( 0 ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
ESTATE OF
DATE 06"()5-2007
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':'
(1)
(2)
(3)
(4)
(5) ..
(6)
(7)
0.00
0.00
0.00
0.00
0.00
o.ob
657,315.75
(8)
NOTE: To Insure proper
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Int~rest (Schedule C)
4. Mortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
. 8. TotalA,sse~ .. ..., ." '. ....'......
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,651.67
10. Debts/Mortgage Liabilities/liens (Schedule I). (10) 0.00
11. Total Deductions (11) 13;651.67
12. Net Value ofTaxRetum .,.... . '.' . . ...' (12) 643,664.08
13. Charitable/Govemmental BE!qLiests: Non-elected 9113 Trusfs (ScneduleJ) (13) 0.00
14. Net Value of Estate Subject to Tax, (14) 643,664.08
NOTE: 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 da,te.
credit to your account,
submit the upp!r portion
of this fonn With your
tax payment.
657,315.75
ASSESSMENT OF TAX:
15. Amountof Line 14 at SpouSal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Lil:le 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
x.do
643,664.08 X .045
X .12
X .15
(19)
(15)
(16)
(17)
(18)
28,964.88
28,964.88
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PAYMENT RECEIPT DISCOUNT (+) .
DATE . NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-14-2006 CD006837 1,448.24 33,900.00
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TOTAL TAX CREDIT 34,448.24
BALANCE OF TAX DUE 5,483.36 CR
INTEREST
TOTAL DUE 5,483.36 CR
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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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1505b041147
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes ~.
PO BOX.280601 ~
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT 2 1 0 6
0333
Date of Birth
200099042
03142006
09101916
Decedent's Last Name
sum)
Decedent's First Name
MI
ALLEN
JULIA
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(If Applicable) Enter Survivi~g Spouse's Information Below
Spouse's Last Name SuffIX
Spouse's First Name
MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
~ 1. Original Return 0 2. Supplemental Retum 0 3. Remainder Retum (date of death
prior to 12-13-82)
0 4. Umited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required
(dale of death after .12-12-82)
[RJ 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust ~ a.Total Number of Safe Deposit Boxes
IAIlac:h Copy of Will) (Attach Copy otTrust)
0 9. Utigation Proceeds Received 0 10 Spousal Poverty Credit [date of death 0 11. Election to tax under Sec. 9113(A)
. between 12-31;'91 and -1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. AL.L CORRESPONDENCE AND CONf.IDENTlAL TAX INFORMATION SHOULD BE DIRECTED TO:
.Name . Daytime Telepho,:!e Number
WENDY K. WEIKAL-BEAUCHAT 7173344515 ~
("") 25 .TJ
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REGISTE""l5 -o!!U.SJ.!SJOONL tJ.~: ~3
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DATE FILED 01
Firm Name (If Applicable)
BEAUCHAT
&
BEAUCHAT,
LLC.
First line of address
63
WEST HIGH
STREET
Second line of address
City or Post Office
GETTYSBURG
State
PA.
ZIP Code
17325
Correspondent's e-mail address:wbeauchat@earthlink.net
Under penalties of perjury, I declare thai I have examined this retum, inclUding accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN . D TE
Judith Brough .J 511)
28 Holly Estate Drive, Gardners,PA
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
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ADDRESS
17324
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Wendy K. Weikal-Beauchat
DATE
"?f9~7
63 West High Street, Gettysburg, PA 17325
. Side 1
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15056041147
15056041147
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15056042148
REV-1500 EX
Oecedenf. Name:
JULIA O. ALLEN
200099042
RECAPITULATION
1. Real Estate (Schedule A).............................................................~......................... 1.
2. Stocks and Bonds (Schedule B}............................................................................... 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3.
4. Mortgages & Notes Receivable (Schedule D}.......................................................... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5.
6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested............. 6.
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property .
(Schedule G) 0 Separate Bining.Requested............. 7.
8. Total Gross Assets (total Lines 1-7}....................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10)................................:..............................:..;...11.
12. Net Value of Estate (Line 8 minus Line 11}.......................:............,..................:.....12.
13. Charitable and Govemmental Bequests/See 9113 Trusts fdr which
an election to tax has not been made (Schedule J}.................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13}................................................. 14.
TAX COM PUT A TION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line -i'4'taiCable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
0.00
15.
643,664.08
16.
0.00
17.
0.00
18.
19. Tax Due.. ....... .... ............ ..... ...... ....... ................. ..... ....... .,. .... ... ...... ....... .,......... .........1'9.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
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15D560421lf8
Decedent's Social Security Number
657,315.75
6;;7,315.75
13,651.67
13,651.67
643,664.08
643,664.08
0.00
28,964.88
0.00
0.00
28,964.88
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15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-06-0333
OECEOENrs NAME
Julia O. Allen
STREET ADDRESS
28 Holly Estate Drive "
CITY '~ I STATE IZIP
Gardners PA 17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C: Discount
(1 )
28,964.88
33,000.00
1,448.24
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
34,448.24
TotallnteresUPenalty (0 + E)
4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Ent~r the interest on the tax due.
-B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(56)
5,483.36
Make Check Payable to: REGISTER OF WILLS~ AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;................................................................................~
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d. receive the promise for life of either payments, benefits or care?.............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?...........................:.....:....:.............................................................................0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 ~
4. ~~t~~:~e~~~~~i:~I~~~~~~~~~~t~~~:~~~.~.~~~~~:.~~.~~.i~:.~~.~~~~~.~~~~:.~~.~~~~.:.~~:.~~.~~.i:~~..................ut 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
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For dates of death on or after July 1, 1 994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemPB transfer to a surviving spouse from fax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P .5. S9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. S9116 1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. S9116 (8) (1.3)]. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
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PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587,approved May 16, 1929), P. L.1784
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COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
'. State"aforesai4,being;duly ~wom,accor.dingJQ, hl",,; depase~and~say.s that the CUmberland Law,
Journal, a legal periodical published in the Borough. of Carlisle in the'County and State iiforesaid,
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,
VlZ:
April 28,2006 and May 5 and May 12, 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.
\
-
SWORN TO AND SUBSCRIBED before me this
12 day of May. 2006
Allen. Julia 0.. dec'd.
Late of South Dickinson. Town-
ship. '
Executrix: Judith A. Brough, 28
Holly Estate Drive, Gardners, PA
17324.
Attomey: WendyWe1kal-Beauchat,
Esquire, 63 West High Street, Get-
tysburg, PA 17325.
NOTARIAL SEAL
LOIS E. SNYDER, Notary PubUc
Carlisle Boro, Cumberland County
My Commission Expires March 5. 2009
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PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tammy Shoemaker, Classified Advertising Manager, of The Sentinel, of the County
and State aforesaid, being dilly sworn, deposes and says that THE SENTINEL~ a
newspaper of general circulation in the Borough of Carlisle, County and State
aforesaid, was established December 13th, 1881, sinc,which date THE SENTINEL has
been regu1arly issued in said County, and that the prip.ted notice or publication
attached hereto is exactly the same as was printed and published in the regu1ar editions
and issues of THE SE;NTINEL on the following day(s)
April 21, 28, and May 05, 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;=:r~,
Sworn to and subscribed before me this
10th. day of May 2006.
GlwjiIUY{ {jj~f-
. Notary P 'c
\
My commission expires: q /1 let
COMMONWEALTH OF PENNSYLVANIA
Notarial Se<d
Christina L. Wolfe, Notary Public
Carlisle Boro. Cumberland County
My Commission Expires Sepl1. 2008
Member, Pennsylvania Associatio.n Of Notaries
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2006-00333 ~
Es ta te Of: JULIA 0 ALLEN
PA No. 21-06-0333
(First, Middle, Last)
Late Of:
DICKINSON TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 200-09-9042
F:":'
C ,?f!IEREAS ,
February 2nd
JULIA 0 ALLEN
on the 17th day of Apri1 '2006 an instrument dated
" .
2004 was admitted to probate as the last will of
IFirst" Middle, Last)
la te of DICKINSON TOWNSHIP, CUMBERLAND County,
who died on the 14th day of March 2006 and,
WHEREAS, a true copy of the will as probated is', qnnexed hereto.
. . THEREFORE, I, GLENDA FARNER STRASBAUGH , Regi'ster of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
JUDITH A BROUGH
who has duly qualified as EXECUTOR(RIX)
and has agreeq to administer the estate according to law, all of which
'f.~ll;appears of record in my offiCe at CUMBERLAND COUNTY COURT HOUSE,
j" ,'-
GARl,.ISLE, PENNSYL VANIA.
..J.'...!'- ~. t: ',' (
l,e,'EN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
dJf my office on the 17th day of April 2006.
JdfLILdAJ Ret:~ .Ajj~
'-1~eput~~
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* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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LAW OFFICE OF
BEAUCHAT & BEAUCHAT, LLC
MARK D. BEAUCHA T, ESQ. · WENDY WEIKAL.BEAUCHA T, ESQ.* · ANDREA M. SINGLEY, ESQ. . ANN MARIE ROTZ, ESQ. *+
March 10, 2008
i- _ ')
-:1
Cumberland County - Register of Wills
One Courthouse Square
Carlisle, P A 17013
<. ,.~
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",
:,~~::u.
RE: Estate of Julia O. Allen
File No.: 21-06-0333
I..;
To Whom It May Concern:
Please find enclosed the requested Rule 6.12 Status Report (and a copy of the same) in
regards to the above referenced estate.
Upon receipt of the Report please time stamp and return, in the self addressed stamped
envelope, the copy to our office.
Thank you for your assistance in this matter.
Sincerely,
BEAUCHAT & BEAUC~dL
C1~
Legal Assistant to Wendy Weikal-Beauchat, Esq.
Email: csmith@bblawinfo.com
Enclosures
cc: Judith Brough, Executrix
63 WEST HIGH STREET · GETTYSBURG, PENNSYLVANIA 17325
TELEPHONE 717.334.4515
Website: http://www.bblawinfo.com
FAX 717.337.2009
REAL EST ATE DEPT. FAX 717.334.2399
* Also admitted to practice in the State of Maryland.
+ Also admitted to practice in the State of Georgia.