HomeMy WebLinkAbout03-0926Register of Wills- Cumberland County,
PETITION FOR GRANT OF
Estate of
also known as
Lenore A. Wilson
S. Alvin Hollinger
, Deceased
Pennsylvania
LETTERS
Social Security No. 148-18-8118
PetitioneHs). who il/are 18 yeara of a~e or ~def. apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut
Decedent, dated July 19, 1 999 and codicil(s) dated [~3I~TE
named in the Last Will of the
State releven~ circumstances, e.g,, renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration ~
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional heets if necessary.
Decedent was domiciled at death in Cumbe:rland
residence at 1134 Laurel Ave., Borouqh of Camp Hill
Decedent, then 80 years of age, died Sept_ember 25
County, Pennsylvania, with his/her last family or principal
500.00
,20 0__~2, at Camp Hill, PA
(Localion)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property .............................. $
(If not domiciled in PA) Personal property in Pennsylvania ......................
(If not domiciled in PA) Personal property in County .......................... $
Value of reel estate in Pennsylvania ............................................... $
Total ....... $
Real Estate situated as fol;~';:' ' ;~ '1 .~ ~3.~'*~i A~v'~'.',' '~.__.~ ~iii; F~( ~ 50' '1 .............
60¢000.00
Wherefore, Petitioner(s) respectfully .request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Signature ~ '
Typed or printed name and residence
~ S, Alvin Hol ] i nqer
2619 Market Street
Camp Hill, PA 17011-4633
..-7/7-
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and
correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitione. (s) will well and truly administer the estate ac~ordi~:kg to law.
Sworn to and affirmed and subscribed
S. Alvin Hollinger
before me this 6th day of
November
Donna M. Otto, 1st Deputy
20
DECREE OF REGISTER
Estate of L~,~_~ A_ WZLSON
also known as
Deceased No. 21-2003-926
148-18-8118
Social Security No:
Date of Death: September 25, 2002
AND NOW, November 6th , 2003 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters,"~ Testamentary [. of Administration __
are hereby granted to S,, AI~VIN HO~;LIATGER
in the above estate and that the instrument(s), if any, dated ,July lq~-h: 1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ...........................
Short Certificate(s) .... 1. .....
Renunciation ...... 2 ...........
Affidavit ( ) .................
Extra Pages (4) ............
Codicil ..........................
JCP Fee ........................
Inventory & Tax Forms...
Other ............................
115.00
3.00
10.00
$ 12.00
$ 10.0O
$
Attorney: Steve C. Nicholas, Esq.
I.D. No: 06845
Address: 2215 Forest Hills Dr., Suite 37
Harrisburg, PA 17112-1099
TOTAL ................ $ 150.00
Mailed Letters to Attorney
aW-7a on 11/6/03
Telephone: (717) 540-7746
DATE FILED: November 6th, 2003
18/38/288~: 18:25 7175411527 COATES PAGE 82/82
RENUNCIATION
21-2003-926
In Re ~tatc of,
deceascd.
To th, Resister of Wills of C'C~I~i~z:]
County, Pcnnaylvania.
The underaigu~ ~ Denr~.s Wilson and Anne Wilson of
the a~ ave de~lent, hereby renounce(si the right to administer the estate and rcsi~tfully a~k(s) that Letters
J
Wl:/'4T~S ~ ~ hand;this
day of
Swon, to a~ subscribed ~ef~ me
this 304& day of ~,
2003,
Commission # 1380323
Notory Public- Collfornio
Los Angeles County
My Comm. E~ires Oct 15, ~
// (Signature)
Rodney Deonis Wilson
7101 E. Roseuz-~ns Avenue, #198
Paramount, CA 90723
(Addr~s)
(Signature)
A~Te Wils{~u
7101 E. Rosecrans Avenue, #198
P~r~, CA 90723
(Address)
(Signature)
O
(Address)
Renunciations scn/est
Register of Wills
of Cumberland County, Pennsylvania
RENUNCIATION
Estate of Lenore A. Wilson
No. 21-2003-926
The undersigned, Peggy C. Hollinger of 2619 Market Street, Camp Hill,
Pennsylvania 17011, named as a substituted Executrix under the terms of the Last Will
and Testament of Lenore A. Wilson dated July 19, 1999, hereby renounces her right to
administer the estate and respectfully requests that Letters Testamentary/Administration
be issued to S. Alvin Hollinger of 2619 Market Street, Camp Hill, Pennsylvania 17011.
Witness my hand this 6th day of November 2003.
~/~ggy C. Hollinger ~
Sworn to an~t subscribed
before me a Notary Public,
this 6th day of November
coMMoNWEALTH OF' P~ IENNIYL, VANIA
! NOTARIAL SEAL '
t STEVE C. NICHOLAS, Notary Public
! Lower Paxton Twp., Dauphin County
[My Commission Expires September 25, 2007
, FV !}/86
This is to certify that tile information here given is correctly copied from an original certificate of' death duly filed with me as
Local Registrar. The original certificate will be folwvarded to the State Vital Records Office for permanent filing.
WAFINING: It is ille9al to duplicate this copy by photostat or pholo9raph.
Fee for this certificate, $2.00
P 8629049
No.
.qgP O 2002
Date
Rev 2/87
NAME OF DECEDENT {F,f~l M~dOle. Lam}
COMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
OE(Las~BlnhOav) I UNDERIYEA~ I UNDERIDAY I OATEOFelRTH I 81mHP,-~ ..... / ........... / I ~~~,~ I
~UN~ OF ~H ' ~ C~ ~'~ D ........ "' I /
~CE~'SUSUAL~U~ I KIND~BUSlNES~iNDUSTRY~' ~ , ..... J----~_x~..t, ~ ~ / '~ ~' ¢ '' I~,
~?.~,~.,~ I I~.~'~o~[~PI ..~E.?.~<~ I ~,~,s~s ..... . I s~,~,~s~
'' "' ' Pa.
134 Laurel Ave. nES,~E ~ ~'~'"
, Pa. 1701 I o.~.,~.~ ,m.~., Cumberland ~o..~,~,
,,. U/K
INF~T'S ~ME ~y~Pr~ pNF~'Sl ~AILI~ A~SS (~r~. C~n. ~, Zip
godney D. ~ilson [~. u] a. Rosecrans Ave. 198Paramount, Californiag0723
~a~. ~pr~r 27, 2~2 ~,~ East Harrisburg Crematory~ Harrisburg, Pa. 17109
~.,.,,m,~<~, ~ ~. FD 012774-L la~ichards°n F.H. 29 S. Enola Dr. Enola, Pa. 17025
I
f/'
[~]
E A'O ADDRESS O¢~PERSON WH~--~O'-~ETED CA~.~t~=-~AI~"-- --
Ilemd7}Typeoi'Prlnl or. Roger B. Gustavson MD.
L J: 890 Poplar Church Rd.
a2. CamnHill. Pa. 17Oll
OATE FILED(~oIllh Day ¥~all
· /
21-2003-926
Wilson Leonora Will/scn/wills
LAST WILL AND TESTAMENT
O_EF
LENORE A. WILSON
I, LENORE A. WILSON, of 1134 Laurel Avenue, Camp Hill,
Cumberland County, Pennsylvania 17011, declare this to be my Last
Will and revoke any Will or Codicil previously made by me.
ITEM I: I direct that all expenses of my last illness and
funeral, including my grave marker and perpetual care, shall be
paid from my residuary estate as soon as practicable after my
decease as a part of the expense of the administration of my
estate.
ITEM II: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate, without
apportionment.
ITEM III: I give, devise and bequeath all the rest, residue,
and remainder of my Estate of every nature and wherever situate,
to my son, RODNEY DENNIS WILSON, now of 7101 E. Rosecrans Avenue
#198, Paramount, California 90723, providing that he survives me
by thirty (30) days.
Should my son, RODNEY DENNIS WILSON, predecease me or die on
or before the thirtieth (30th) day following my death, I then
give, devise and bequeath all the rest, residue, and remainder of
my Estate of every nature and wherever situate, to my daughter-
in-law, ANNE WILSON, now of 7101 E. Rosecrans Avenue #198,
Paramount, California 90723, providing that she survives me by
thirty (30) days.
Should my daughter-in-law, ANNE WILSON, predecease me or die
on or before the thirtieth (30th) day following my death, I then
give, devise and bequeath all the rest, residue, and remainder of
my Estate of every nature and wherever situate, in equal shares,
share and share alike, to my friends, S. ALVIN HOLLINGER and
'PEGGY C. HOLLINGER, now of 2619 Market Street, Camp Hill,
Pennsylvania 17011, providing that they survive me by thirty (30)
days.
ITEM IV: I hereby authorize and empower my Executor
hereinafter named to sell all of the real property and any or all
of the personal property not specifically bequeathed herein,
which I may own or to which I am entitled at the time of my
death, in the sole discretion of my Executor at private or public
sale, without an Order of Court, at such time or times and upon
such terms as the said Executor shall deem proper for the best
interests of my estate or of my beneficiaries, thereby converting
the same into cash. I further authorize and empower my said
Executor to execute, acknowledge and deliver all proper writings
and deeds of conveyance and transfer thereof.
ITEM V: The principal and income of any bequests and
trusts created hereunder shall be free from anticipation,
assignment, pledge or obligation of any beneficiaries and shall
not be subject to any execution or attachment or to voluntary or
involuntary alienation.
ITEM VI: I appoint my son, RODNEY DENNIS WILSON, Executor
of this, my Last Will. Should RODNEY DENNIS WILSON fail to
quality or cease to act as Executor, I then appoint my daughter-
in-law, ANNE WILSON, Executrix, of this my Last Will. Should ANNE
WILSON fail to quality or cease to act as Executrix, I then
appoint S. ALVIN HOLLINGER and PEGGY C. HOLLINGER, Executors, of
this my Last Will.
ITEM VII: I direct that my Executor, or his successors,
shall not be required to give bond for the faithful performance
of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 19th day of July, 1999.
LENORE A. WILSON
2
The preceding instrument, consisting of this and two (2)
other typewritten pages, identified by the signature of the
Testatrix, was on the day and date thereof signed, published and
declared by LENORE A. WILSON, the Testatrix therein named, as and
for her Last Will, in the presence of us, who, at her request and
in her presence and in the presence of each other, have
subscribed our names as witnesses hereto.
of
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF DAUPHIN :
I, LENORE A. WILSON, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; and that I signed it
willingly and as my free and voluntary act for the purposes
therein expressed.
Sworn to or affirmed and acknowledged before me by LENORE A.
WILSON this 19th day of July, 1999.
LENORE A. WILSON
N~[ary Public
NOTARIAL SEAL
STEVE C. NICHOLAS, Notary Public
City of Harrisburg, Dauphin Court
4
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF DAUPHIN :
WE, the undersigned witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw the
Testatrix, sign and execute the instrument as her free and
voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testatrix
signed the Will as a witness; and that to the best of our
knowledge, the Testatrix was at that time 18 or more years of
age, of sound mind and under no constraint or undue influence.
Sworn to or affirmed and subscribed before me by the
undersigned witnesses, this 19th day of July, 1999.
Witness
Witness
Notary Public
NOTARIAL SEAL
No,,
~,,ty o~' I'larnsburg, Dauphin C~n~
y Commismion Expels Se t
LAST WILL AND TESTAMENT
OF
LEiqOt~ A WILSON
LAW OFFICES
NICHOLAS & FOREMAN, P.C.
4409 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17110-1709
(717) 236-9391
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003334
NICHOLAS STEVE C
2215 FOREST HILLS DRIVE
SUITE 37
HARRISBURG, PA 17112-1099
fold
ESTATE INFORMATION: SSN: 148-18-8118
FILE NUMBER: 2103-0926
DECEDENT NAME: WILSON LENORE A
DATE OF PAYMENT: 12/12/2003
POSTMARK DATE: 12/12/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 09/25/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,189.19
REMARKS:
TOTAL AMOUNT
STEVE C NICHOLAS ESQUIRE
PAID: $2,189.19
SEAL
CHECK# 1553
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG, PA 17128-0601
I--
Z
ILl
W
z
O
u.I
O
0
REV-1500
INHERITANCE TAX RETURN
RESIDENT. DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) '
WTT~ON, Lenore A.
DATE OF DEATH (MM-DS-YEAR) I DATE OF BIRTH (MM-DS-YEAR)
09-25-2002 I 05-25-1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
2 1-03 0 9 2 6
COUNTYCODE YEAR NUMBER
SOCIAL SECURITY NUMBER
148 - 18 - 8118
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[~1. Original Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82)
r~6. Decedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date ofdeath between 12-31-91 and 1-1-95)
NAME
Steve C. Nicholas: Esquire
FIRM NAME (IfApplicable)
NICHOLAS LAW ('3F~'"TC~"'.q.,,
TELEPHONE NUMBER
(717) 540-7746
~--] 3. Remainder Return (date of death prior to 12.13-82)
~--~ 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[--'-~ 11. Election to tax under Sec. 9113(A) (Attach $ch O)
COMPLETE MAILING ADDRESS
2215 Forest Hills Drive, Suite 37
Harrisburg, PA 17112-1099
I. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property {5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
]Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probata Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11)
60,000.00
0.00 - . .
0,00
0.00
631.53
426.13
0.00
5,966.30
7~ 676.97
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14, Net Value Subject to Tax (Line 12 minus Line 13)
(8) 61,057.66
OFFICIAL USE ONLY
(11) 13,643.27
(12) 47,414.39
(13) 0.00
(14) 47,414.39
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(12)
47,414.39
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
x .12
x .15
(15)
45
(16)
(17)
(18)
(19)
2,133.65
2,133.65
Decedent's Complete Address:
STREET ADDRESS
1134 Laurel Avep;,e
CITY ~ H~] 1 'STATE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits ( A + B + C )
3. Interest/Penalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PA ZIP 17011
(1) 2,133.65
0.00
(2)
0.00
0.00
2,133.65
55.54
2,189.19
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
o. retain a reversionary interest; or .......................................................................................................................... [] []
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? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, 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 ali information of which preparer has any knowledge.
DATE
SlGNAT, UR.E~OF PERSON RES~PONSIBL~FOR FILIN. G.RETUR~ ,
A~)'~-RESS /
261 9 Market Street, Camp Hill, PA 17011-4633
SIGNATUI~E.EEEPAREROTHER THAN REPRESENTATIVE
ADDRESS
2215 Forest Hills Drive, Suite 37,
Harrisburg, PA
17112-1099
DATE
t2-11
For dates of death on or after July 1~ 1994 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 3%
[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 0% [72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, 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 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decadent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decadent, whether by blood or adoption.
Wilson Leonora Will/son/wills
LAST WILL AND TESTAMENT
QF
LENORE A. WILSON
I, LENORE A. WILSON, of 1134 Laurel Avenue, Camp Hill,
Cumberland County, Pennsylvania 17011, declare this to be my Last
Will and revoke any Will or Codicil previously made by me.
~TEM I: I direct that all expenses of my last illness and
funeral, including my grave marker and perpetual care, shall be
paid from my residuary estate as soon as practicable after my
decease as a part of the expense of the administration of my
estate.
ITEM II: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature' and by whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of my estate, without
apportionment.
ITEM III: I give, devise and bequeath all the rest, residue,
and remainder of my Estate of every nature and wherever situate,
to my son, RODNEY DENNIS WILSON, now of 7101 E. Rosecrans Avenue
#198, Paramount, California 90723, providing that he survives me
by thirty (30) days.
Should my son, RODNEY DENNIS WILSON, predecease me or die on
or before the thirtieth (30th) day following my death, I then
give, devise and bequeath all the rest, residue, and remainder of
my Estate of every nature and wherever situate, to my daughter-
in-law, ANNE WILSON, now of 7101 E. Rosecrans Avenue #198,
Paramount, California 90723, providing that she survives me by
thirty (30) days.
Should my daughter-in-law, ANNE WILSON, predecease me or die
on or before the thirtieth (30th) day following my death, I then
give, devise and bequeath all the rest, residue, and remainder of
my Estate of every nature and wherever situate, in equal shares,
share and share alike, to my friends, S. ALVIN HOLLINGER and
PEGGY C. HOLLINGER, now of 2619 Market Street, Camp Hill,
Pennsylvania 17011, providing that they survive me by thirty (30)
days.
ITEM IV: I hereby authorize and empower my Executor
hereinafter named to sell all of the real property and any or all
of the personal property not specifically bequeathed herein,
which I may own or to which I am entitled at the time of my
death, in the sole discretion of my Executor at private or public
sale, without an Order of Court, at such time or times and upon
such terms as the said Executor shall deem proper for the best
interests of my estate or of my beneficiaries, thereby converting
the same into cash. I further authorize and empower my said
Executor to execute, acknowledge and deliver all proper writings
and deeds of conveyance and transfer thereof.
~TEM V: The principal and income of any bequests and
trusts created hereunder shall be free from anticipation,
assignment, pledge or obligation of any beneficiaries and shall
not be subject to any execution or attachment or to voluntary or
involuntary alienation.
ITEM VI: I appoint my son, RODNEY DENNIS WILSON, Executor
of this, my Last Will. Should RODNEY DENNIS WILSON fail to
quality or cease to act as Executor, I then appoint my daughter-
in-law, ANNE WILSON, Executrix, of this my Last Will. Should ANNE
WILSON fail to quality or cease to act as Executrix, I then
appoint S. ALVIN HOLLINGER and PEGGY C HOLLINGER, Executors of
this my Last Will. ' ,
ITEM VII: I direct that my Executor, or his successors,
shall not be required to give bond for the faithful performance
of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 19th day of July, 1999.
LENORE A. WILSON
The preceding instrument, consisting of this and two (2)
other typewritten pages, identified by the signature of the
Testatrix, was on the day and date thereof signed, published and
declared by LENORE A. WILSON, the Testatrix therein named, as and
for her Last Will, in the presence of u~, who, at her request and
in her presence and in the presence of each other, have
subscribed our names as witnesses hereto.
of
of
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF DAUPHIN :
I, LENORE A. WILSON, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; and that I signed it
willingly and as my free and voluntary act for the purposes
therein expressed.
Sworn to or affirmed and acknowledged before me by LENORE A
WILSON this 19th day of July, 1999. '
LENORE A. WILSON
N'~'' y lic
...... :NOTARIAL SEAL
STEVE C. NICHOLAS, Notary Publ c
k~, Cor.,,~: ~ ', P °un;C~
Ci~ of Harrisburg Dau bin C
,-___~: ......... ,~._!,~ ~-~r~ '.×ptres Sept 25 1999
4
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF DAUPHIN :
WE, the undersigned witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according
to law, do depose and say that we were present and saw the
Testatrix, sign and execute the instrument as her free and
voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testatrix
signed the Will as a witness; 'and that to the best of our
knowledge, the Testatrix was at that time 18 or more years of
age, of sound mind and under no constraint or undue influence.
Sworn to or affirmed and subscribed before me by the
undersigned witnesses, this 19th day of July, 1999.
Witness
~Il .1
Witness
Notary Public
.~STE-----NOT^R~^L SEAL
VE C, NICHOLAS. Notary Public
Wilson Lenore Schedule A/estates/SCN
Estate of Lenore A. Wilson
Item # Description
SCHEDULE A
REAL ESTATE
File Number: 21-03 0926
Amount
Real estate known and numbered as
1134 Laurel Avenue, Camp Hill, PA 17011
(See attached HUD- 1)
$60,000.00
Total $60,000.00
A. Settlement Statement
B. Type of Loan
U.S. Depa~ment of Housin!q
and Urban Development
OMB No. 2502-0265
1. [] FHA 2. [] FmHA 3. [] Conv. Unins IFile Number ]Loan Number I Mortgage Insurance Case Number
4. [] VA 5. [] Cony. Ins. I 25842
C. NOTE;This form is furnished to give you a statement of actual settlement costs, Amounts paid to and by the settJernent agent are shown.
Items marked "p.o.c" were paid outside of closing; they are shown here for informational purposes and are not included In the totals.
D. NAME AND ADDRESS OF BORROWER: BLAKEA. MEYER ,PA
E. NAME AND ADDRESS OF SELLER: ESTATE OFLENOREA. WILSON
1t34 LAUREL AVENUE, CAMP HILL, PA 170f1
F. NAME AND ADDRESS OF LENDER:
G. PROPERTY 1134 LAUREL AVENUE
LOCATION: CAMP HILL, PA 17011
H. SETTLEMENT AGENT:
PLACE OF SETTLEMENT:
TIN:
CEDAR CLIFF ABSTRACT AGENCY, INC.
414 Bridge Street New Cumberland, PA 17070
23-2133165
RESCISSION DATE:
SUMMARY OF SI=! t FR'S TRANSACTION
400. GROSS AMOUNT DUE.TO SELLER:
401. Contract 6ales Price-
:403.
I. SETTLEMENT DATE: 11/12/2003
J. SUMMARY OF BORROWER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER:
101. Contract Sales Price
10Z Personal Property
1o3. Settlements charges to borrower:
(from line 1400)
$1,283.17
104.
105.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
106. City/Lawn taxes to
lO7. County Taxes 11/12/2003 to 01/01/2004 $47.94
108. Assessments11/12/2003 to 07/01/2004 $570.85
109.
110. SEWER PRO-Ii~12~03 TO 12/31/03 $12774
111.
112.
120. GROSS AMOUNT DUE FROM BORROWER: $61,914.70
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER:
201. Deposit or earnest money $50,000. O0
102. Principal amount of new loan(s)
203. Existing loan(s) taken subject to
204.
205.
206.
207.
208.
20g.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. City/town taxes to
211. County taxes to
212. Asee&~,,,~e,~[s to
'213.
214.
215.
216.
217.
218.
219.
220. TOTAL PAID BY/FOR
BORROWER:
300. CASH AT SETTLEMENT FROM/TO BORROWER:
301. Gross amount due from borrower (line 120)
302. Less amount paid by/for borrower (line 220)
303. CASH ( ~FROM ) ( ~-~ TO) BORROWER:
~60rO00.O0
404.
405.
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
406. City/town Tm(es to
407. County Taxes 11/12/2003 to 01/01/2004 $47. ~4
4O8. Assessments11/12/2003 to 07/01/2004 $570.85
409.
410. SEWER PRO~.ATION 11/13/03 TO 12/31/ $12.74
411.
412.
420. GROSS AMOUNT DUE TO SFLLI=R:
$60,631.53
600. REDUCTIONS IN AMOUNT DUE TO SELLER:
506.
i loan(s) taken s,,~,,~c~_ to
e loan
loan
500.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
taxes to
512. Assessments to
513.
514.
515.
516.
517.
518.
519.
$50,000.00 520, TOTAL REDUCTIONS
IN AMOUNT DUE TO SELLER:
600. CASH AT SETTLEMENT TO/FROM
$61,914.7~ 601. Gross amount due to setter (line 420)
602. Less reductions in amt. due seller (line 520)
603. CASH ( ~ FROM ) ( ~ TO ) SELLER:
$5,787.88
$5,787.88
$60,631.53
HUD-1 (3-86) - RESPA, HB 4305.2
$5,787.88
$54,843.65
PAGE 1
HUD-I (Rev. 3/86) OMB No. 2502-0265
L. Se1 I LEMENT CHARGES
700. TOTAL SALES/BROKER'S COMMISSION
BASED ON PRICE $60 · 000.00 Q
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
701. ~2! 075. O0 ta C.Z~
702. .~2r125.00 to ~ ~_~3.TY A~$OC.
703. ~'0.00 ta
7 %= $4,200.00
PAID FROM
BORROWER'S
FUNDS
AT
SETTLEMENT
PAID FROM
SELLER'S
FUNDS
AT
SETTLEMENT
704. ~0.00 ta
705. corll~ll~i~ ~ta st setUement $4,2 00. 0 0
800. ITEMS PAYABLE IN CONNECTION WITH LOAN:
801. Loan odgineUoa fee%
8112. Loan dlsCounl
803. Appraisal fee to:
804. Credit mpod to:
805. Le~der's Inspection fee
806. Mo,-tgage insurance app~cafion fee ta
807..~sumpttan fee
808·
809.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE pAID IN ADVANCE:
9Ol. lathes[ from 11/12/2003 to 12/01/2003
1000, RESERVES DEPOSITED WITH LENDER:
1009. Aggregate Accounting Eecrow Adjuatment
1100. TITLE CHARGES:
1107. Altame~$ feel ta
(inc~ude$ above ilem~ Numbem: )
1109. Lmlde~s coverage
1110. Owlle~s coverage ( $60 ~ 000. O0 )
$618.75 }
~ S ~
1200. GOVERNMENT RECORDING AND TR~NSFERCF~RGE :
1201. Recording tses:Deed $38.50 ; Mo~lgage ; Releases
$38.50
t202. Ci~ylcounty tax/st.mp~: Deed $i, 200. 00: Mo~1040e $600. O0 $600. O0
1203. State taxJstamps: Deed ; Mortgage
t204. LO~E~R AL.,.~ ~rP-~ASH 10-12-03 TO 12-31-03 $25.92
1205.
1300. ADDITIONAL SE'FTLEMENT CHARGES:
1303, BONNIE K. M~LLER-2003 SCHOOL TAXES-LOT #121 $759.03
1304. BONNIE K. MILLER-2003 SCHOOL TAXES-LOT #122 $194.45
~3o~. TAX CERT FEE-Rm/~AX $8. O0
1307. LOWE~ ALLEN T~P-S~WER 10-1-03 TO 12-31-03 $26.40
1400. TOTAL SETTLEMENT CHARGES $1,283.17 $$, 787.88
I have carefully mvlewed the HUD-1 Seltlement Statament and to the best of my knowledge and belief, it la a tree and accurate statement of all receipts and disbursements made have received a copy of (he HUD-1 SetUement Statement.
· ESTATE OF L[EN"O~E A. WlL~N
BLAKE A. MEYER
Seller or
Borrower:. Date: ~ Agent: Date: ~
The HUD-1 Seffiement Statement which I have prepared is a true end acourata account of this transaction. I have caused or will cause the ful,/be disbursed in accordance
,ith thia ,ta tama nt. D~~~ON'"~L //'
Date: Saffiemect Agent: Date:
WARNING: It is · crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine 8nd imprison-
ment. For details see'. Title 18 U.S. Code Section 1001 and Section 1010.
Wilson Lenore Schedule E/Estates/SCN
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS PERSONAL PROPERTY
Estate of Lenore A. Wilson File Number: 21-03 0926
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
Item # Description Amount
HUD-1 Prorations
(See attached HUD- 1 Settlement Statement)
2003 Cumberland County/Lower Allen Twp
Real Estate Taxes
b. 2003-2004 School Real Estate Tax
c. Lower Allen Township Sewer Authority
$ 47.94
570.85
12.74
Total $631.53
Wilson Lenore Schedule F/estates/SCN
SCHEDULE F
JOINTLY-OWNED PROPERTY
Estate ofLenore A. Wilson File Number: 21-03 0926
Joint Tenant(s):
NAME
ADDRESS
RELATIONSHIP TO
DECEDENT
Ao
Rodney D. Wilson
7101 E. Rosecrans Ave., #198
Paramount, CA 90723
Son
Jointly-Owned Property:
ITEM #
LETTER DATE DESCRiPTION OF TOTALVALUE DECD'S DOLLAR VALUE
FOR MADE PROPERTY OF ASSET % INT. OF DECD'S INT.
JOINT JOINT
TENANT
Acct. g490016 $852.26 50% $426.13
TOTAL $426.13
MaTBank
r',,lanulacturers and Yradors I-rtlst Co-npany, l l00 Wohr o Drive, PO. Box 767, Buffalo, NY 14240-0767
November 18, 2002
RE: Estate Search
The Estate of: LENORE A WILSON
Date of Death (D.O.D.) 9/25/2002
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account Account Number Account Title
Type
CHK 490016
LENORE A WILSON
RODNEY D WILSON
Opening Branch D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
4350 $852.26 $.00
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed at our office.
I f you have any questions about the information provided, please contact our Records Department at/716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely.
M&T BANK CORPORA. TION
BY:
Authorized Signature
Wilson Lenore Schedule H/Estates/SCN
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Estate ofLenore A. Wilson
Debts of decedent must be reported on Schedule I.
File Number: 21-03 0926
FUNERAL EXPENSES:
1. Musselmans Funeral Home
2. Olive Garden - Funeral Luncheon
$1,700.00
$ 350.00
ADMINISTRATIVE COSTS:
5.
6.
7.
8.
9.
10.
11.
12.
13.
Personal Representative's Commissions:
Name of Personal Representative(s):
Social Security Number(s)
Address:
Year(s) Commission Paid:
Attorney Fees: NICHOLAS LAW OFFICES, PC
Family Exemption: (If decedent's address is not
the same as claimants, attach explanation)
Claimant:
Address:
Relationship of Claimant to Decedent:
$1,500.00
$ NONE
Probate Fee - Register of Wills of Cumberland County $ 150.00
Advertising - Cumberland Law Journal $ 75.00
Advertising - The Sentinel $
Advertising - The Patriot-News $ 171.30
Filing Fee - Inheritance Tax Returns - Register of Wills $ 15.00
Rodney D. Wilson
a. Airfare - California/Pennsylvania for Rodney A. Wilson $ 325.00
b. Car Rental $ 300.00
NOTE: Rodney A. Wilson is the designated Executor of the Lenore A.
Wilson Estate. Mr. Wilson traveled to Pennsylvania from his California
resiedence to arrange for burial, disposition of assets, etc. Subsequently,
due to distance etc., Mr. Wilson renounced in favor of S. Alvin Hollinger.
Real Estate Appraisal $ 100.00
Real Estate Insurance $ 280.00
Patricia A. Disney - Cleaning residence, etc. for sale $ 500.00
Alvin Hollinger - Cleaning rersidence, etc. for sale $ 500.00
TOTAL $5,966.30
Wilson Lenore Schedule I/estates/SCN
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Estate ofLenore A. Wilson File Number: 21-03 0926
Item # Description Amount
1. PA American Water Co. #24-0636457-6 $ 244.33
2. Lawn Care 325.00
3. UGI - Utilities 177.12
4. ABC Fuel Oil - Oil 543.28
5. PPL - Utilities 240.03
6. PA American Water Co. #24-0636547-6 203.68
7. Lower Allen Sewer Authority 72.00
8. AT&T - Telephone 22.36
9. HUD-1 Prorations (See attached HUD-l)
a. CIR- Commission
b. Remax Realty- Commission
c. Realty Transfer Tax
d. Bonnie K. Miller, Tax Collector - 2003-04
School Tax
e. Bonnie K. Miller, Tax Collector - 2003-04
School Tax
f. Bonnie K. Miller, Tax Collector - Tax Cert.
g. Lower Allen Sewer Authority
UGI - Utilities
PP&L - Utilities
PA American Water Co. #24-0636457-6
10.
11.
12.
2,075.00
2,125.00
600.00
759.03
194.45
8.00
26.40
13.11
35.O0
13.00
Total $7,676.79
Wilson Lenore Schedule J scn/est
SCHEDULE J
BENEFICIARIES
Estate of Lenore A. Wilson
File Number: 21-03 0926
Ae
Taxable Distributions
Name / Address of Beneficiary
Rodney Dennis Wilson
7101 E. Rosecrans Ave., #198
Paramount, CA 90723
Relationship
Son
Amount or
Share of Estate
100%
Nontaxable Distributions
Name / Address of Beneficiary
Relationship
Amount or
Share of Estate
In re:
BEFORE THE REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
CERTWICATION OF NOTICE UNDER RULE 5.6 (a).
Estate of Lenore A. Wilson, Deceased
No. 21-03-926
PA No. 21-2003-926
To the Register:
I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
March 30, 2004, as follows:
Names & Addresses
Rodney D. Wilson, 7101 E. Rosecrans Avenue #198, Paramount CA 90723
Notice has been given to all persons entitled thereto under Rule 5.6 except: No exceptions.
Additional information may be obtained from the undersigned.
Dated: March 30, 2004 Signature ~ ('~''~j ' (-~
Steve C. Nicholas, Esquire
2215 Forest Hills Drive
Suite 37
Harrisburg, PA 17112-1099
. ~:~:. (717) 540-7746
· '~:. ~.,, Counsel for Personal Representative
. ID No. 06845
BUREAU OF INDIVIDUAL TAXES
TNHERZTANC£ TAX DIVISION
DEPT. 280601
HARRTSBURG,, PA 17128-0601
CONNON#EALTH OF PENNSYLVAN'rA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
RE¥-1607 EX AFP
'04 iiAY 24
STEVE C NICHOLAS ESQ
NICHOLAS LAN OFFICES
2215 FOREST HILLS DR U:
HBG PA 17112~i~'~'1~
DATE 04-26-2004
ESTATE OF t/ILSON
DATE OF DEATH 09-25-2002
FILE NUNBER 21 05-0926
:I~UNTY CUHBERLAND
ACN 101
LENORE A
Amoun't Rem'¥t'ted
HAKE CHECK PAYABLE AND REHIT PAYNENT TO:
REGISTER OF t/ILLS
CUH]iERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~o your account, subm/~ ~he upper portion of ~chis form wi~h your ~ax payment:.
CUT ALONG THIS LINE ~ RETAIN LOUER PORTION FOR YOUR RECORDS *-~
REV-1607 EX AFP (01-03) #~ INHERITANCE TAX STATEHENT OF ACCOUNT ~
ESTATE OF t/ILSON LENORE A FILE NO. 21 05-0926 ACN 101 DATE 04-26-2004
THIS STATENENT ZS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHOHN BELO#
ZSA SUHHARY OF THE PRINCIPAL TAX DUE., APPLICATION OF ALL PAYHENTS., THE CURRENT BALANCE,, AND., TF APPLICABLE,,
A PROdECTED INTEREST FIGURE.
DATE OF LAST ASSESSNENT OR RECORD ADJUSTHENT: 02-17-2004
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
2,133.65
PAYHENT RECEIPT DISCOUNT (+)
DATE NUHBER INTEREST/PEN PAID (-) AHOUNT PAID
49.69-
12-12-2003
04-12-2004
CD003334
REFUND
.00
2,189.19
5.85-
IF PA/D AFTER THIS DATE,, SEE REVERSE
S/DE FOR CALCULATION OF ADD/TZONAL INTEREST.
IF TOTAL DUE 1S LESS THAN $1,
NO PAYNENT IS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT"
TOTAL TAX CREDIT
2,133.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
PAYHENT:
Detach tho top portion of this Not[ce and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REG/STER OF HILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COHNON#EALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, aay ba requested by completing an
"Application for Ra~und of Pennsylvania Inheritance and Estate Tax" (REV-iS15). Applications are available at
the Office of the Register of Hills, any of the Z$ Revenue District Offices or fram the Department's Z4-hour
answering service for forms ordering: 1-800-36Z-ZO50; services for taxpayers m[th special hearing and / or
speaking needs: 1-DOO-447-30ZO (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone
[717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the dacedant's death, a five percent (SI) discount
of the tax paid is allowed.
PENALTY:
The lSZ tax amnesty non-participation penalty Es computed on the total of the tax and interest assessed, and not
paid before January lB, 1996, the first day after the and of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of
six (DZ) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 19DZ will bear interest at a rate which m[11 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue.
The applicable interest rates for 198Z through 2004 ara:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year
zeBz ZOZ .00054B 198B-1991 llZ .000301 ZOO!
1985 16Z .000438 1992 9Z .000Z47 ZOOZ
1984 llZ .000301 1995-1996 72 .000192 2005
1985 X3Z .000356 1995-1998 9X .000247 2004
1986 lOZ .000Z74 1999 7Z .00019Z
1987 92 .000Z47 2000 BZ .O00Z19
Interest Daily
Rate Factor
9Z .000Z47
6Z .000164
52 .000137
4Z .000110
--Interest is caIcuXated as foIloms:
TNTEREST = BALANCE OF TAX UNPATD X NUllBER OF DAYS DELXNQUENT X DALLY INTEREST FACTOR
--Any Not[ce issued after the tax becomes delinquent well reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Not[ce, additional interest must be calculated.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 8/03/2004
HOLLINGER S ALVIN
2619 MARKET STREET
CAMP HILL, PA 17011-4633
RE: Estate of WILSON LENORE A
File Number: 2003-00926
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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 will become delinquent on: 9/25/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
612 Status Report scn/est
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Estate No:
Lenore A. Wilson
September 25, 2002
2003-00926
PA No. 21-030926
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes No X
If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: December~ 2004
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 may be
attached to this report. Attached are copies of the following:
Date: August 6, 2004
Witness:
Steve C. Nicholas, Esquire
Nicholas Law Offices PC
2215 Forest Hills Drive, Suite 37
Harrisburg, PA 17112-1099
(717) 540-7746
Supreme Court ID No. 06845
Capacity: Attorney for Estate
BUREAU OF /NDZVZDUAL TAXES
INHERTTANCE TAX DTVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR D/SALLOHANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-i~i? EX AFP [01-05)
STEVE C NICHOLAS ESQ '0~ FEB 27 P I:O1
NICHOLAS LAW OFFICES
2215 FOREST HILLS DR ~*, ....... ~
DATE OZ-2fi-ZOOq
ESTATE OF WILSON
DATE OF DEATH 09-25-2002
FILE NUNBER 21 0:5-0926
COUNTY CUHBERLAND
ACN 101
Amount Remitted
LENORE A
HAKE CHECK PAYABLE AND REN'rT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS L/NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-15~.7 EX AFP [01-03) NOT]:CE OF ZNHER/TANCE TAX APPRAXSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF WILSON LENORE AFILE NO. 21 05-0926 ACN 101 DATE OZ-Zq-2OOq
TAX RETURN #AS: (X} ACCEPTED AS FILED ( ) CHANGED
RESERVATXON CONCERNING FUTURE ];NTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
4. Nortgages/Notas Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Nortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
60;000.00
.00
.00
.00
651.55
q26.15
.00
(8)
5,966 .SO
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
15.
14.
NOTE:
61,057.66
7;676.97
(11) 13.6q3.27
{12) ~7,~1~.$9
.00
12-12-2005
.00
2,133.65
.00
.00
2,153.65
AHOUNT PAID
CDOO335q
q9.69-
2,189.19
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
2,1:59.50
5.85CR
.00
5.85CR
{ 'rF TOTAL DUE IS LESS THAN $1, NO PAYHENT 'rs RE{)UIRED.
'rF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. }
ASSESSHENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYNENT RECEIPT DISCOUNT
DATE NUHBER INTEREST/PEN PAID (-)
reflect figures that include the total of ALL returns assessed to date.
(1S) .00 X O0 =
(16) q7,qlq.$9 x Oq5:
(17). . O0 X 12 :
(18) .00 X 15 =
(19)=
Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J)
Net Value of Estate Subject to Tax (14) q7, qlq. 59
Zf an assesseent ~as Sssued previous[y, ZSnes lq, 15 and/or 16, 17, 18 and 19
~~-~~<..o
Wilson Lenore Receipt & Release Agr scn/est
RECEIPT, RELEASE &
INDEMNIFICATION AGREEMENT
This Agreement is made by and among S Alvin Hollinger of 2619 Market Street;='
Camp Hill, Pennsylvania 17011, Executor of the Estate of Lenore A. Wilson, hereinafter
referred to "Executor" of the one part
-and-
Rodney D. Wilson of 7101 E. Rosecrans Avenue, #198, Paramount, California
90723, as Residuary Beneficiary of the said Estate, hereafter referred to as "Beneficiary"
of the other part.
In accordance with their desire that the Executor of the Estate of Lenore A.
Wilson make a final distribution at this time, without the expense and delay of a court
accounting, the parties hereto, in consideration of the mutual covenants herein expressed,
and intending to be legally bound hereby agree as follows:
1. Lenore A. Wilson died on September 25, 2002 and Letters Testamentary
have been duly granted to S Alvin Hollinger by the Register of Wills of Cumberland
County, Pennsylvania on November 6, 2003 as more particularly described at
Cumberland County, Pennsylvania Estate Number 2003-00926. The Estate of Lenore A.
Wilson is now in the process of administration and payment of all inheritance taxes owed
to the Commonwealth of Pennsylvania and all known claims and debts presented to date
have been paid in full.
2. The Estate was properly advertised as required by law on November 21 &
28, December 5, 2003 in the Cumberland Law Journal, and, on November 27, December
4 & 11, 2003 in The Sentinel.
3. Under provisions of her Last Will & Testament dated July 19, 1999, the
Decedent bequeathed the residue of her estate to her son, Rodney Dennis Wilson,
provided that he survived the Decedent by 30 days. The named Beneficiary has survived
the Decedent by 30 days and is entitled to his share of the Estate.
4. The Executor charges himself with the receipt of the total sum of
$54,849.50. This sum represents the net proceeds from the sale of real estate known as
1134 Laurel Avenue, Camp Hill, Pennsylvania in the amount of $54,843.65 and the
additional sum of $5.85 representing a refund from the Pennsylvania Department of
Revenue for overpayment of the Pennsylvania inheritance tax.
5. The Executor further charges himself with the payment of the following
administration costs, claims and expenses, in the amount of $6,268.84, including:
Nov 06, 2003
Nov 13, 2003
Nov 19,2003
Dec 04, 2003
Dec 04, 2003
Dec 23, 2003
Jan 09,2004
Apr 15, 2004
Ju112,2004
Register of Wills - Letters Testamentary $ 150.00
Cumberland Law Joumal- Advertising $ 75.00
Nicholas Law Offices, PC - Attorney Fees $ 225.00
Register of Wills - Filing Fee (Tax Returns) $ 15.00
Register of Wills, Agent - Inheritance Tax $ 2,189.19
The Sentinel- Advertising $ 91.85
PA American Water- Open Account $ 272.80
Nicholas Law Offices, PC - Attorney's Fees $ 1,750.00
S. Alvin Hollinger - Executor's Commission $ 1,500.00
6. The Executor further charges himself with the payment of the following
distributions, per the direction of the Beneficiary who acknowledges payment of same, in
the total amount of$l,OOO.OO, including:
Dec 03, 2003 Patricia A. Disney - Distribution
Dec 03, 2003 S. Alvin Hollinger - Distribution
$ 500.00
$ 500.00
7. The Executor further charges himself with the payment on December 4,
2003 the following distribution to the Beneficiary who acknowledges receipt of same in
the amount of $45,500.00.
8. The total sum of advances for payment of administration costs, claims and
expenses, and distributions totals $52,768.84.
9. The Executor has reserved the balance of estate assets consisting solely of
cash for distribution in the amount of $2,305.66. The Executor intends to distribute the
balance at the time of the receipt of an executed and acknowledged copy of this Receipt,
Release & Indemnification Agreement.
10. The parties acknowledge receipt of the informal accounting set forth
hereinabove as given by the Executor and waive the requirement to file a formal
accounting for audit by the Court.
11. Without intending to limit the rights or remedies of the Executor or his
attorneys, the Beneficiary further agrees to indemnify the Executor and his attorneys and
save them harmless against all liability, loss and expense (including, but not limited to,
costs and counsel fees) which they may incur, whether due to their negligence or
otherwise, as a result of making the above distribution without a Court Audit. The
Beneficiary agrees to reimburse the Executor for any losses he may incur as a result of
this distribution. Reimbursement shall equal the amount required to pay any valid claim
presented and any costs involved in defending the claim if the Executor, at his sole
discretion determines that the claim is not valid and should be defended.
12. The Beneficiary hereby forever fully releases, compromises, settles and
discharges any and all claims, demands, actions or causes of action, legal or equitable,
absolute or contingent, vested or hereafter to accrue, which he may have against the
Estate of Lenore A. Wilson, or the Executor or his attorneys, by reason of any matter and
any cause or thing growing out of or relating to any property or assets of the said estate,
or growing out of or relating to any act of the Executor or his attorneys, in the
administration of said estate, even if attributable to negligence, and agrees that in no
event shall the said period for collection of any erroneous distribution or distributions be
less than two years after the actual discovery thereof by the Executor or his attorneys.
13. The Beneficiary agrees to execute such additional releases as the Executor
or his attorneys, may submit to him in order to confirm their discharge from any further
liability to the parties in connection with the said estate.
14. The parties hereto acknowledge that they have been advised that this
Receipt and Release shall be filed at some future time with the Court of Common Pleas
of Cumberland County in order to finalize the Estate Proceedings.
15. This Agreement may be executed in multiple counterparts and, when so
executed by all parties hereto, shall be binding upon all the parties, and their respective
heirs, next-of-kin, personal representatives and assigns.
IN WITNESS WHEREOF, the parties have hereunto set their hands and seal on
this 2 i +'" day of ...J~ JA.. \ -"-0.. v7 ' 2005.
Witness:
cr/d~~~
S Alvin Hollinger, Executor -;I'
~~
R ey D. WIlson, BenefiCIary
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County ofBMll9hifl Curherlod
: ss.
I, S Alvin Hollinger, the Executor whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument willingly and as my free and
voluntary act for the purposes therein expressed.
1tt\
Sworn Je1 affirmed and acknowledged before me by S Alvin Hollinger on the
day of r ~ 2005. ~ "'
~
NOTARIAL SEAL
SUZANNE M. DEDERER, Notary Public
Camp Hill Boro, Cumberland County
My Com.'21is~on Expires Aug. 20, 2005
***********************************
ACKNOWLEDGMENT
State of California
Countyof~ (l~..L
: ss.
I, Rodney D. Wilson, the Beneficiary whose name is signed to the attached or
foregoing instflL11lent, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument willingly and as my free and
voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by Rodney D. Wilson
...'"
on the 27 day of '~{....~. 2005.
2~d2 hL
Rodney D. Wilson
MARY SOLACHE
Commission # 1380323
z
~ Notary Public - California ~
Los Angeles County -
My Comm. Expires Oct 15. 2006
~4~A~
ary Public