HomeMy WebLinkAbout04-0210ELIZABETH K. WILSON,-M-:~.
326 SOUTH SIXTH STREET
ESCANABA, MICHIGAN 49829
(906) 786-3709
February 19, 2004
Cumberland County Register of Wills
Cumberland County Courthouse
Hanover & High Street
Carlisle, PA 17013
Re: Estate of J. Herbert Wilson
To the Honorable Register of Wills:
On February 9, 2004, my father, J. Herbert Wilson passed away. In his
Last Will and Testament, he named me as Executor. I am a practicing
physician in Michigan and can not devote the time necessary for probating
the estate. I hereby renounce the right to administer the estate. My sister,
Lynn W. Henselman, is named a contingent executor and I respectfully
request that Letters of Testamentary be issued to her. I understand that
she and my father's attorney, Joseph D. Buckley shall be presenting a
petition to effectuate the same and will be also presenting this original
letter which I am delivering to Attorney Buckley's office. Thank you very
much and if a question arises please contact me.
Respectfully yours,
Elizabeth K. Wilson,..MrB:.
THE LAW OFFICES OF
JOSEPH D. BUCKLEY
1237 HOLLY PIKE
CARLISLE, P A 17013
TELEPHONE (717) 249-2448
JoeBLaw@aol.com
FAX (717) 249-4103
January 21, 2008
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, P A 17013
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Re: Estate of John Herbert Wilson a/k/a J. Herbert Wilson
Estate No. 2004-00210
To those concerned:
Enclosed please find an original and one copy of the Inheritance Tax Return for
the above mentioned estate. Please note that there is refund due of $10,844.00. Please
ensure that this refund is promptly returned to the estate.
Thank you and if you have any questions, please call my office.
Very sincere 1 y yours,
JDB/clb
Enclosure
cc: Lynn W. Henselman, Executrice
Anastasia DiBartolomeo, P A Dept. of Revenue
'1500 EX ,6001
*" COMMONWEALTH OF
_ PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-04 00210
-- -----
COUNTY CODE YEAR NUMBER
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DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wilson, John Herbert a/k/a Wilson, J. Herbert
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MU-DO-YEAR)
02/09/2004 10/08/1920
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wilson, June F.
SOCIAL SECURITY NUMBER
136- 18 -4353
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
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[] 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy of Will
o 9. Litigation Proceeds Received
1 55 - 03
-5750
o 2. Supplemental Return
D 4a, Future Interest Compromise (dale of death after 12.12-82)
o 7. Decedent Maintained a Living Trust {Attach copy of Trust)
o 10. Spousal Poverty Credit (data of dealh between 12.31.91 and 1-1-95)
D 3. Remainder Return (dale 01 death prior 10 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AlI8ch Sch 0)
(717) 249-2448
1 Real Estate (Schedule A)
2 Stocks and Bonds (Scheclule B)
3, Closely Held Corporation, Partnership or Sole-Proprietorship
4 Mortgages & Notes Receivable (Schedule D)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Properly (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
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
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CHECK HERE IF YOU ARE REOUESTING A RFFUND OF AN OVERPAYME:.N r
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COMPLETE MAILING ADDRESS
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NAME
Joseph D. Buckley
FIRM NAME (If AIl,.pUcable)
Law Ofrices of Jose h D. Buckle
TELEPHONE NUMBER
1237 Holly Pike
Carlisle, PA 17013
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11, Total Deductions (total Lines 9 & 10)
12, Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(1 )
(2)
(3)
(4)
(5)
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359,072.42
OFFICIAL USE ONLY
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8. Total GroH AsHta (total Lines 1-7)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(7)
292,431.00
(8)
792,236.00
(9)
(10)
30,666.31
70,056.96
(11) 100,723.00
(12) 691 ,513.00
(13) 293,431.00
(14) 398,082.00
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)(1.2)
x .0 _ (15)
368,182.00
30,000.00
16,564.00
3,600.00
x .0 _ (16)
x .12 (17)
x .15 (18)
(19)
20,164.00
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Decedent's Complete Address:
STREET ADDRESS
94 Ege Drive
CITV
PA
I ZIP 17013
I STATE
Carlisle
Tax Payments and Credits:
1 Tax Due (Page 1 Una 19)
2 CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C Discount
(1 )
20,164.00
30,000.00
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1 .008.41
Total Credits ( A + B + C ) (2)
31,008.00
3 I nterestlPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4 If Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
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10,844.00
5 If Line 1 + Une 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
(SA)
(58)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
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Make Check Payable to: REGISTER OF WILLS, AGENT
'. ,. :~~~~~~~~iiti~L~~~~t~I~g~~~~~~'I~;g~~~~litili~1t!:~:.~:t:!,~:~~~~~~!;~~l~ili~:~'~ilt~r~~%~~-ffi~fftm}.~~'V~~W~
. ~.~. '~:~;'~;'~~'~'"r("~ ~~^.~:~"1. '-.. :~_.; . ,,; I ~;.~~2;"
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
No
XJ
KJ
KJ
KJ
&J
KJ
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;...........................................................................m............ 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or.. ................. ....... ................... ............... ......... ........................... .......................... 0
d. receive the promise for life of either payments, benefits or care? ....m............................................................... 0
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. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ... ........... ............ .............. ....... ............ ............... .................. ......... .......... ......... 0
KJ
OVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
DATE
Lynn W. Henselman, Executrice
!his return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
nlatille is based on all information of which preparer has any knowledge.
81 E FO ING RETURN
stafford, VA 22556
Joseph D. Buckley, Esquire
1237 Holly Pike, Carlisle, PA 17013
1/18/2008
DATE
1/18/2008
'~~.i: .~,~~;:rjaiti~'~1iff~t~]~l~t~~~~~~~J;;1:~::7ZlJlt-i~~i;~i~i~:~~.~.,:~..;~.: .:~:~.~~:~~. :~:::~.~.:.~.;:~~~~il:i~[.~~.:l~~~~~~ili:i~~:]~~~~i
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 PS ~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) On).
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 retum 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. 99116(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 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. S{J116(a)(1)].
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% {72 P.S. ~g116(a)(1.3}]. A sibling is defined, under Section 9102, as an
indiwiua\ who has at least one parent ill common with the decedent, whether by blood or adoption.
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RE v 1503 EX + (4-86)
*'
SCHEDULE B
STOCKS AND BONDS
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Wilson, John Herbert a/k/a
Wilson, J. Herbert
21-04-00210
(All property ioIntly-owned with Right of Survivonhip mUlt 1M discloMelon Schedule F.)
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Wachovia Securities Account
(See attached list)
317,880.42
2.
u.S. Savings Bonds
41,192.00
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
$ 359.072.42
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"""":""'''''''''1.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~STATE OF
John Herbert Wilson aka J. Herbert Wilson
FILE NUMBER
21-04-00210
nclude 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 discloud on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
Checking Account (Orrstown Bank)
18,182.89
2.
Savings Account (Orrstown Bank)
120,549.37
3.
Wachovia (dividend check)
2,000.00
.
TOTAL (Also enter on line 5, Recapitulation) $1 40, 732 .. 26
(If more space is needed, insert additional sheets of the same size)
-'~""'''.". '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
John Herbert Wilson a/k/a J. Herbert Wilson
FILE NUMBER
21-04-00210
~STATE OF
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
TEM
1~8EB
1.
- r
DESCRIPTION OF PROPERTY
INCLUDE THe NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT ANO THE DATE OF TRANSFER
ATTACH A COPY OF THE OEED fOR REAL ESTAte ,
DATE OF DEATH
VALUE OF ASSET
292,431.01
%OF
DECO'S
INTEREST
100
EXCLUSION
(IF APPlICABlE\
TAXABLE VALUE
Trust - J. Herbert Wilson Trust #3
U/A/D 3-07-1997
(See attached)
292,431.01
TOTAL (Also enter on line 7, Recapitulation) S
292,431.01
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REV-1511 EX+ (12-99)
.' .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
John Herbert Wilson a/k/a
J. Herbert Wilson
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-04-00210
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
1.
Memorial Service
Carlisle, PA
1,000.00
3,000.00
2. Memorial Service and Interment New Jersey
Bound Brook Presbyterian Church
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
n.a.
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
State _ Zip
Year(s) Commission Paid:
2.
A~~Fen Joseph D. Buckley, Esquire
23,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
State _ Zip
4.
Probate Fees
500.00
5. Accountant's Fees
6. Tax Return preparer's Fees
8.
9.
Travel Expenses of Executrices
Michigan to Pennsylvania
Virginia to Pennsylvania (numerous trips)
Legal ~dvertisernent
Misc. (Mailings-certified and overnight mail)
2,400.00
111.31
155.00
1.
TOTAL (Also enter on line 9, Recapitulation) $ 30, 66 6 . 3 1
(If more space is needed, )nsert additional sheets of the same s,ze)
':""""", '.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DE DENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
__ __4
;TATE OF
FILE NUMBER
John Herbert Wilson aka J. Herbert Wilson
21-04-00210
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
69,911.24
Loan from Wachovia Securities as against account
2.
Masland Associates (doctor bill)
88.12
3.
Central Penn Medical Group
57.60
TOTAL (Also enter on tine 10, Recapitulation) $ 70, 0 ~ 6. 96
(If more space is needed. insert additional sheets of the same size)
REV-1513 EX+ (9-00)
. *
COMMONWEALTH OF PENNSYLVANIA
INHERITANce TAX RETURN
RESIDENT DEceDENT
SCHEDULE ,
BENEFICIARIES
-
eSTATE OF
John Herbert Wilson a/k/a J. Herbert Wilson
NUMBER
I
II
FILE NUMBER
21-04-00210
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS {include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Mildred W. Snyder (specific bequest)
102A Middlesex Village
Middlesex, NJ 08846
RELATIONSHIP TO DECEDENT
Do Not Lilt Trustee(s)
AMOUNT OR SHARE
OF ESTATE
sister
$30,000.00
2.
Lynn W. Henselman
59 Beaver Lodge Road
Stafford, VA 22556
50% balance
daughter
3.
Elizabeth K. Wilson, D.O.
326 South Sixth street
Escanaba, MI 49829
50% balance
daughter
1.
ENTER DOLLAR AMOUNTS FOA DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV~1500 COVER SHEET
NON. TAXABlE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
J. Herbert Wilson Trust
U/D/A 03107/1997 - UBS Account (copy attached)
292,431.00
1,
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Bound Brook Presbyterian CHurch (specific bequest)
409 Mountain Avenue
Bound Brokk, NJ 08805
1,000.00
TOTAL OF PART ll- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 293, 431 · 00
(If more space is needed, insert additional sheets of the same size)
Estate of J. Herbert Wilson
PETITION FOR PROBATE and GRANT OF LETTERS
also known as John Herbert Wilson To:
Register of Wills for the
County of
Social Security No. I ~ & ' t'cf - q~$ ~eceased. Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older avdthe executor
in the last will of the above decedent, dated M~y
and codicil(s) dated
in the
named
,L998
and that originally named executor ELIZABETH K. WILSON h~yeno~ced
her aooointment as executor, petitioner beSn~ th~ ~.onP~n~,~'t
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland Coun{y, Penns~ania, ~th
his last family or principal residence at 94 E~e Dr'~ve: .qO~lth M-[ddleton 4Downs~p
O
(list street, number and muncipality)
Decendent, then 83 years of age, died February 9 '1:'~
at h±s saLd home, 94 Ege Drive Carlisle~ PA 17013
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent 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 real estate in Pennsylvania
situated as follows:
$ 400~000.00
$
WHEREFORE, petitioner(s) respectfully
pre~ented herewith and the grant of letters
theron.
Lynn W. Henselman
request(s) the probate of the last will and codicil(s)
testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF Cumberland
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the khowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well ar/dk~,/~/]trul~administer the esta.t,e according to law.
Sworn to or affirmed, and subscribed
b~re~me ~s~ ~. ,.~"1%X-x. ,il 00~t l~day of
Estate of
J. HERBERT WILSON
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW - ! ~ LL/~'~__ _,~_- xI~gX 200,4in consideration of the petition on
the reverse side here~f, satis'iractory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of J o HERBERT
WILSON
and Letters of testamentary
LYBTN W. IIENSELMAN
are hereby granted to
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
Renunciation ................
TOTAL
Filed,..~. '..2.z g QO~ .....................
Joseph D. Buckley (#38444)
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
LAST WILL AND TESTAMENT
OF
J. HEI ERT WILSON
- On, O
I, J. HERBERT WILSON, domiciled and resident at 17 Hendel Loop, Carlisle,
Township of South Middleton, County of Cumberland, Commonwealth of Pennsylvania,
declare that this document is my Will and revoke all my previous Wills and Codicils.
IDENTIFICATIONS AND DEFINITIONS
I am married to JUNE F. WILSON ("my wife"). I have two (2) children,
ELIZABETH K. WILSON and LYNN W. HENSELMAN, they are referred to in the will
as "my children".
II.
PAYMENT OF EXPENSES, DEBTS, AND TAXES
I direct my Executor to pay medical, funeral, and administrative expenses and all
taxes payable by reason of' my death, before any division of my estate. My Executor shall
not attempt to have any part of such taxes apportioned among the recipients of property
includible in determining the amount of such taxes. Proceeds on ins~ce on_.my life up
to the maximum allowable as an exemption from Pennsylvania ~ritan~ Tax land
distributions from pension and profit sharing plans exempt from fedS]-al estat~tax, all of
which are payable to my Trustee or any beneficiary (other than my~estate), ~l~all nOt be
used to pay debts, taxes, expenses of administration or other charges ~gainst n~estateS.;
III '
SPECIFIC BEQUESTS ~, ~. 63
I bequeath the sum of One Thousand ($1,000.00) Dollars to Bound Brook
Presbyterian Church of Bound Brook, New Jersey; and, the sum of Thirty Thousand
($30,000.00) Dollars to my sister, MILDRED W. SNYDER. The ninety (90%) percent
refund on our present home which shall be forthcoming from our adult community
Cumberland Crossings shall be divided fifty (50%) percent to my children who survive me
and fifty (50%) percent to my wife's children who survive me.
IV.
SPOUSE SURVIVING
My wife and I were married previously and thus entered into a prenuptial
agreement relating to our respective estates at that time. The terms of that agreement are
incorporated herein by reference.
Vo
DIVISION OF PROPERTY
I dispose of my property as follows:
Tangible Personal Property: I give my tangible personal property in
equal shares to my children who survive me, to be divided among
them as they shall agree; if they fail to reach agreement within sixty
(60) days of my death, this tangible personal property shall be
divided among my children as my Executor determines appropriate,
in shares of substantially equal value. I recommend, but do not
require, that all such items of tangible personalty be appraised and
that the children select in rotation items at the appraised value, the
order of choice to be determined by lot.
Kesiflue: I give all other property which I own or over which I
have a testamentary power of appointment, to and for the benefit of
my issue who survive me, as follows:
To each who has attained the age of twenty-five (25) years, the
share which he/she would take if all such property then were being
distributed to my issue who survive me, per stirpes.
To my Trustee hereinatter named, the balance of such property,
to be held, administered and distributed as provided in the article of
this Will entitled TRUST FOR ISSUE.
VI.
TRUST FOR ISSUE
This trust is established for the benefit of my issue from time to time living who
have not attained the age of twenty-five (25) years and who do not have a parent who
received either a part of the residue at my death under Article IV or a portion of the
corpus of this trust subsequently at age twenty-five (25) years.
Income: The net income shall be accumulated and thereafter treated
as corpus.
C..orgm: From the corpus of the trust, the Trustee shall pay from
time to time or for the benefit of such one or more beneficiaries such
variable amounts (even to the exhaustion of the trust) as are
appropriate, in the discretion of the Trustee, for support and care
where the beneficiary is not self-supporting through no fault of his
own, for education (defined as four years of college, or equivalent
preparation in business, technical or trade training) if the beneficiary
strives therefor in good faith, and for extraordinary requirements
occasioned by illness or other misfortune. Amounts of corpus so
Page 2
distributed shall not be taken into account in making division of the
trust when a beneficiary attains the age for distribution to him
provided in the next four paragraphs. It is my expectation and
intention that if guardians of the person are appointed for a minor
child, the Trustee will exercise the foregoing power in order to
supply funds to the guardians adequate to maintain and support the
minor child and to protect the guardians, to the extent possible, from
suffering any significant financial burden by reason of their
appointment.
When each beneficiary attains the age of twenty-five (25) years,
the Trustee shall pay to him the share to which he would be entitled
if the then existing trust fund were distributed to my issue then living,
per stirpes, on the hypothesis that my only issue then living are such
beneficiary and all younger beneficiaries of this Trust.
This trust shall terminate when the youngest beneficiary attains
the age of twenty-five (25) years. If this last beneficiary dies before
attaining that age, then upon his death Trustee shall distribute the
fund to my issue, then living, per stirpes.
If, at the end of my accounting period, the current market value
of the corpus of the trust does not exceed Five thousand ($5,000.00)
dollars, the corpus shall forthwith be paid to the beneficiaries of the
trust then living, per stirpes (my children to be the stocks)~ provided
that if a distributee is a minor under the Revised Uniform Girls to
Minors Act as that Act exists at the execution of this Will and, for
the purpose, that Act is incorporated by reference.
If this trust is still in existence on the date that is twenty-one
(21) years after the death of the last to die of my issue living at my
death, Trustee shall divide the fund, per stirpes, among the then
beneficiaries of the trust (my children to be the stocks). The share of
each beneficiary shall be paid to him, provided the Trustee shall hold,
administer the share of any distributee who then is a minor as
Custodian in accordance with the provision in the last preceding
paragraph.
VII.
FIDUCIARIES
Exe, c, ulo~: I nominate and appoint my daughter, ELIZABETH K. WILSON, to
serve as Executor of this Will to serve without bond. If she does not survive me, declines
to act, or having qualified, resigns, dies, or is removed, I nominate my daughter, LYNN
W. HENSELMAN, to serve as sole Executor to serve without bond
Trustee: I nominate my daughter, LYNN W. HENSELMAN as Trustee. My
Trustee shall not be required to file an inventory or accountings with the Clerk or the
Court having jurisdiction over this Will. If she declines to act, I grant to her the power to
Page 3
appoint a Corporate Trustee who shall serve without bond. If she should predecease me,
my Executor shall have the power to appoint a Corporate Trustee to serve without bond.
I direct that the Trustee receive as compensation for its services as Trustee such
amounts as are customarily charged for similar services at the time those services are
performed.
Powers: I give my fiduciaries, including successor fiduciaries, all the powers
contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the
time of the execution of this Will, and those powers are incorporated by reference.
VIII.
MISCELLANEOUS
Survival Defined: No person shall be deemed to have survived me or to be living
at my death if he/she shall die within thirty (30) days after my death.
IasuLl2e, fiaed: The term issue means all my lineal descendants, immediate and
remote, living on the date the persons who comprise that class must be ascertained. When
distribution is to issue, per stirpes, distribution shall be by right of representation, my
children to be the stocks.
Ado_p_tio_m Where a person has been adopted prior to attaining the age of eighteen
(18) years, such person shall be treated for all purposes of this Will as the natural child of
the adopting parents.
In testimony of which I now sign this Will, in the presence of witnesses whose
names will appear below, and request that they witness my signature and attest to the
execution of this Will, this /.5'~ day of May, 1998 at 1237 Holly Pike, Carlisle,
Cumberland County, Pennsylvania. .._( *, ~'~ ~x-~L )k./! ~,_~2.~?---, ~
.~J. HERBERT WILSON
J. HERBERT WILSON, in our presence, signed this instrument. Before he signed
it, he declared to us that it was his Will and requested that we act as witnesses to its
execution. We believe him to be of sound mind, possessing testamentary capacity, and not
subject to undue influence, fraud, or coercion. We now, in his presence, and in the
presence of each other, sign below as witnesses, all on this ?S'-7,L day of May, 1998,
at 12 ~7~I-Iolly Pi~, (~arlisle, Cumberland County, Pennsylvania.
.residing at 1237 Holly Pike, Carlisle, PA 17013.
~2:~ ._~C::~m-.~l~. '~d~siding at 139 Easterly Drive, Mechanicsburg, PA 17055
Page 4
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND ·
ss
We, Joseph D. Buckley and Susan H. Goodridge, the witnesses whose names are
signed to the foregoing instrument, being duly qualified according to law, do depose and
say that we were present and saw Testator sign and execute the instrument as his Last
Will: that he signed willingly and for the purposes therein expressed; that each of us in the
hearing and sight of the Testator signed the Will as witnesses; and that to the best of our
knowledge the Testator was at that time eighteen (18) or more years of age, of sound
mind, and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and Susan
H. Goodridge, witnesses, this !.-C-t/',~ day of May, 19~t8. /~/q
N0tarT/Public /
K , Notarial Seal
aren Kay Buckley, Notary Public
South Middleton Twp. Cumberland Co.,unty
My Commission Expires June 23, .t001 J'
Page 5
CERTIFICATION OF NOTICE UNDER RULE 5.6 a
Name of Decedent:
Date of Death:
Will No.:
J. Herbert Wilson a/k/a John Herbert Wilson
February 9, 2004
2004-00210
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 13, 2004:
Lynn W. Henselman
Elizabeth K. Wilson. D.O.
Mildred W. Snyder
Bound Brook Presbyterian Church
59 Beaver Lodge Road
326 South Sixth Street
102A Middlesex Village
409 Mountain Avenue
Stafford, VA 22554
Escanaba, MI 49829
Middlesex, NJ 08846
Bound Brook, NJ 08805
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none.
1237 Holly P¥1~e -
Carlisle, PA 17013
(717) 249-2448
Capacity: Counsel for personal representative
ESTATE OF
J. HERBERT WILSON
· IN THE COURT OF COMMON PLEAS
· OF CUMBERLAND COUNTY, PENNSYLVANIA
· WILL NO. 2004-00210
· Date of Death - February 9, 2004
RELEASE BY BENEFICIARY ON DISTRIBUTION
Pr I, .~~ ~..44r_~~ , representative of Bound Brook
esbyterian Church ackno~vledge that Lynn W. Henselman, as the Executor of the Estate
of J. Herbert Wilson, deceased, late of South Middleton Township, County of
Cumberland, the Commonwealth of Pennsylvania, have fully and satisfactorily accounted
to me as beneficiary of specific bequest of $1,000.00 of J. Herbert Wilson, decedent.
Now, therefore, in consideration of the sum of $1,000.00, paid to me, the receipt
of which is acknowledged, I release, exonerate, and discharge Lynn W. Henselman, as
Executor from any and all liability and accountability to me, and I consent that said
Executor may have a decree entered discharging them from any and all claims, demands,
liability and accountability to me without further accounting.
I waive the issue and service on me of a citation to attend the judicial settlement
of the accounts of said Executor, or any other proceedings taken by them in the Office of
the Register of Wills or in the Orphan's Court of the County of Cumberland, the
Commonwealth of Pennsylvania pertaining or relating to the estate of decedent.
Bound Brook Presbyterian Church
Sworn t~n~d signe~t bg_fore me ,
this ./~4~ day of ¥~,~4_/t~/ ,2004
C .... fi/Notary Public
My Commission Expires: ~9/~4y/dh~
esent~ive ~;?
ESTATE OF
J. HERBERT WILSON
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
:
: WILL NO. 2004-00210
: Date of Death - February 9, 2004
RELEASE BY SURVIVING SPOUSE
I, June F. Wilson, surviving spouse of J. Herbert Wilson, deceased, late of 94 Ege
Drive, Carlisle, County of Cumberland, the Commonwealth of Pennsylvania, in
consideration of the sum of one dollar ($1.00) and the terms and conditions of the
prenuptial agreement between myself and my late husband, hereby release, exonerate,
and discharge Lynn W. Henselman as Executor and the Estate of J. Herbert Wilson from
any and all liability and accountability to me, as surviving spouse, and I consent that said
Executor may have a decree entered discharging her from any and all claims, demands,
liability and accountability to me as surviving spouse without further accounting.
I waive the issue and service on me of a citation to attend the judicial settlement
of the accounts of said Executor, or any other proceedings taken by them in the Office of
the Register of Wills or in the Orphan's Court of the County of Cumberland, the
Commonwealth of Pennsylvania pertaining or relating to the estate of decedent.
Sworn to and signed before me
This 4th day of March , 2004
r/~ v Not'ar~, Pt)ldlic -/
My Commission Expires:
l" ' ' NOTARIAL SEAL
KAREN KAY BUCKLE'Y, No_tary Public
South Middletown Twp., Cumberland Co.
My Comm;~,~ion Exl~res Ju~s 23, 2005
Jun¥ F. Wilson
:
ESTATE OF
J. HERBERT WILSON
· IN THE COURT OF COMMON PLEAS
· OF CUMBERLAND COUNTY, PENNSYLVANIA
· WILL NO. 2004-00210
· Date of Death - February 9, 2004
RELEASE BY BENEFICIARY ON DISTRIBUTION
I, Mildred W. Snyder, acknowledge that Lynn W. Henselman, as the Executor of
the Estate of J. Herbert Wilson, deceased, late of South Middleton Township, County of
Cumberland, the Commonwealth of Pennsylvania, have fully and satisfactorily accounted
to me as beneficiary of specific bequest of $30,000.00 of J. Herbert Wilson, decedent.
Now, therefore, in consideration of the sum of $30,000.00, paid to me, the receipt
of which is acknowledged, I release, exonerate, and discharge Lynn W. Henselman, as
Executor from any and all liability and accountability to me, and I consent that said
Executor may have a decree entered discharging them from any and all claims, demands,
liability and accountability to me without further accounting.
I waive the issue and service on me of a citation to attend the judicial settlement
of the accounts of said Executor, or any other proceedings taken by them in the Office of
the Register of Wills or in the Orphan's Court of the County of Cumberland, the
Commonwealth of Pennsylvania pertaining or relating to the estate of decedent.
Mildred W. Snyder3~
Sworn to and signed before me
this 6v~:g day of ~
! Ngtary Publi7
My Commission Expires:
,2004
(SEAL)
NOTARIAL
_ KAR .EN KAY BUC_KLEY, ~ I~
~out~ Middletown ~wp.. Cur~merland Co.
My Commic.$ion Ex,res
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003873
BUCKLEY JOSEPH D
1237 HOLLY PIKE
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 136-18-4353
FILE NUMBER: 2104-021 0
DECEDENT NAME: WILSON J. HERBERT
DATE OF PAYMENT: 04/28/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/09/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $30,000.00
REMARKS:
CHECK# D
SEAL
TOTAL AMOUNT PAID:
$30,000.00
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 1/04/2006
BUCKLEY JOSEPH D
1237 HOLLY PIKE
CARLISLE, PA 17013
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
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 is due by:
2/09/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
\fb
THE LAW OFFICES OF
JOSEPH D. BUCKLEY
1237 HOLLY PIKE
CARLISLE, P A 17013
TELEPHONE (717) 249-2448
FAX (717) 249-4103
January 9, 2006
Glenda Farner Strasbaugh
Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, PAl 7013
Re: Estate of J. Herbert Wilson
Estate No. 2004-00210
\~~' ~;
Dear Ms. Strasbaugh:
Enclosed please find a completed Status Report under Rule 6.12 for the above
mentioned estate.
If you have any questions, please call our office.
JDB/clb
Very sincerely yours,
Enclosure
~,
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~
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!J"...~~Jlt3iI(.';;;R' l\Jl.!!. "If'!! J!.lUL:5i tiJiJlI0IUil!.JJ..i1lUi<CJl:!l.aUllJ.U ~..Alj!\!..il.li!lL1.Y
STATUS REPORT lJ1'>J"'DER RULE 6.12
Name of Decedent: .J. Herbert Hilson
Date of Death: February 9, 2004
Estate No.: 2004-00210
.
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:
1. State whether administration of the estate is complete:
Yes 0 No El
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: July 9, 2006
3. .lithe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final accou......J.t with the C6i.ll-t7
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state fui account informally to the pa."i:ies in
interest? Yes 0 No 0
~...
approval of formal or informal
the Orphans' Court and may be
c. Copies of receipts, releases, joinders
accounts may be filed with the Clerk
attached to this report.
Date: /- If -OJ?
o:.-:-r,
1237 Holly Pike, Carlisle, fA 17013
Address
(717) 249-2448
Telephone l'Jo.
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,--apaciLy": 1-J ~ v.!. .)Vl..iCi.l .L.....\"..<}'l '.... l,...u...a.l...l \ '-'
i;;l l~r'i1::~:=-1 ft-! i~PTsr':i~ 1 ,A.=D7'eSeTltatv=-
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\f~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
,-
".:.:...~
Date: 1/25/2007
BUCKLEY JOSEPH D
1237 HOLLY PIKE
CARLISLE, PA 17013
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
......
~
....~...
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
2/09/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
sr~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
.....
......
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/25/2007
HENSELMAN LYNN W
59 BEAVER LODGE ROAD
STAFFORD, VA 22554
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
Dear Sir/Madam:
""~
......
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
2/09/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugn
Clerk of the Orphans' Court
~-
.-'0
cc: File
Counsel
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF
CTJVREPLAND
COUNTY, PENNSYL VANIA
Name of Decedent:
Herbert J. wilson
Date of Death:
H'ebruary 9, 2004
File Number:
2004-00210
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 ofthe estate is complete: . . . . . . . . . . . . . . . . . . .. DYes IZI No
2. If the answer-is No, state when the personal representative
reasonably believes that the administration will be complete:
c.Tuly 29, 2007
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . " DYes DNo
b. The separate Orphans' Comi No. (if any) for the personal
representative's account is:
C. Did the personal representative state an account
informally to the parties in interest? ............................... DYes DNa
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court a be attached to this repmi.
Dale
01/29/2007
DPersonal Representative
Joseph D. ~uckley, Esquire
Name of Person Filing this Form
1237 Holly Pike
A ddres s
Carlisle, VA 17013
(717) 249-2448
;' L
Telephone
I
i.
Form RrV-JO ,.~v.--iO".'J3XJ6"-
J
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date:
1/15/2008
"~
':~-- .')
BUCKLEY JOSEPH D
1237 HOLLY PIKE
-
~
( -,
..-',
-,
CARLISLE, PA 17013
)
t"
''', .
.1;.-' i 1
en
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
2/09/2008
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
If ("
u/;/ ~.. ~ .,,/ . /)
/f:f:,i I. . __ ~
\.t:a~';;l,tit. t. t ~1t--LJ J:t&a~fl:.'l
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlislel PA 17013
Phone: (717) 240-6345
Date: 1/15/2008
59 BEAVER LODGE ROAD
STAFFORD I VA 22554
HENSELMAN LYNN W
j ".
"
(J1
C0
"
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
(J;
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103
SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing lS due by:
2/09/2008
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report I please disregard
this notice.
SincerelYI
t. V L.,f~
I' IZm J' l ......:_." ! l"vilf;:~")'{."i(.Li/J.;.I/
/1..p,!;r"':'d.:tf2."j[L/~;IU..'t. . /~'tt:4...,.,., ;r"-.i
/1
~.. i
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF
CUMBERLAND
CO"lJNTY, PENNSYLVANIA
Name of Decedent:
John Herbert Wilson a/k/a J. Herbert Wilson
Date of Death:
February 9, 2004
File Number:
2004-00210
Pursuant to Fa. O.c. Rule 6.12, I report the following with respect to completion of the admilllstration of
the above-captioned estate:
1. State whether admimstration of the estate is complete: . . . .
DYes 0 No
2 If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
August 1, 2008
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . . . DYes 0 No
b. The separate Orphans' COUli No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? ............................... DYes DNa
d. Copies ofreceipts, releases, joinders and appr als of fonnal or informal accounts may be
filed with the Clerk of the Orphans' Cour may be attached to tl is report.
Date January 21, 2008
Name of PerSOIl Filing this Form
Joseph D. Buckley, Esquire
1237 Holly Pike
.Aa'dress
L! :21 !!d
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uL,}!,j
Carlisle, PA
17013
(717) 249-2448
Tdepho1Je
Form RW-In 1-"''' In r1 1\.1:
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:~':r!-i>- :--IIrDiT1'I~E--O'F'INHERITANCE TAX
, ' '~~P'RAI.SEMENt/' It(LOWANCE OR DISALLOWANCE
_.,j~LDE~.~CnONS AND ASSESSMENT OF TAX
DATE 04-28-2008
ESTATE OF WILSON J H
DATE OF DEATH 02-09-2004
FILE NUMBER 21 04-0210
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILSON J H FILE NO. 21 04-0210 ACN 101 DATE 04-28-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2008 APR 28 PM I: 13
JOSEPH D BUCKLEY
J D BUCKLEY LAW OFCS
1237 HOLLY PIKE
CARLISLE
"'LEt'.'! n:=:.
l, J!,\ v.
GROWrH,''':' r'nl lOT
if I I,HI'! ,...) \.,.' <.,ji)1 II
CU,<,--, ~,
PA 17013
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
B. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Retu~n
(I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
359,072.42
.00
.00
140,732.26
.00
292,431.00
(B)
(9)
ClO)
30,666.31
70,056.96
Cll)
Cl2)
Cl3)
Cl4)
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
NOTE: To insu~e p~ope~
c~edit to you~ account.
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
792,236.00
]OO.7~3.DO
691,513.00
293,431.00
398,082.00
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate (17)
lB. Amount of Line 14 taxable at Collate~al/Class B ~ate (lB)
19. P~incipal Tax Due
TAX CREDITS'
.00 X 00 .00
368,082.00 X 045 = 16,563.69
30,000.00 X 12 = 3,600.00
.00 X 15 = .00
(19)= 20,163.69
Cl5)
Cl6)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-28-2004 CD003873 1,008.18 30,000.00
TOTAL TAX CREDIT 31,008.18
BALANCE OF TAX DUE ID,844.49CR
INTEREST AND PEN. .00
TOTAL DUE 10,844.49CR
* 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 D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ _,.~NHERITANCE TAX
INHERITANCE TAX DIVISION ~: ,.S TAT E M E N T O F AC C O U N T
PO BOX 280601
HARRISBURG PA 17128-0601
JOSEPH D BUCKLEY ~r~y- I~;^Y
tom..:
lc
J D BUCKLEY LAW OFC3~•
1237 HOLLY PIKE
CARLISLE PA 17013
REV-1607 EX AFP C03-05)
DATE 06-09-2008
ESTATE OF WILSON J H
DATE OF DEATH 02-09-2004
FILE NUMBER 21 04-0210
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~-'~ RETAIN LOWER PORTION FOR YOUR RECORDS E--
---------------------------------------------------------------------------
REV-1607 EX AFP C03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ~~~
ESTATE OF WILSON J H FILE N0. 21 04-0210 ACN 101 DATE 06-09-2008
THIS STS\TEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OIF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-21-2008
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-28••2004 CD003873 1,008.18 30,000.00
05-20-•2008 REFUND .00 10,844.49-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
20,163.69
20,163.69
.00
~ INTEREST AND PEN. ~ .00 ~
* IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE I .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
YOU M/\Y BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUrTrnuc ~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone:(717) 240-'345
f,~
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Date: 1/14/2009 ~' ~-
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BUCKLEY JOSEPH D ~-;
::.
1237 HOLLY PIKE --?~~~
-~ ~:~
CARLISLE, PA 17013
- _,
w:~
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, N0. 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
Gills a Status Report of completed or uncompleted administration.
This filing is due by: 2/09/2009
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh {~
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 1/14/2009
HENSELMAN LYNN W
59 BEAVER LODGE ROAD
STAFFORD, VA 22554
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
Dear Sir/Madam:
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.~. _
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This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET N0. 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
G~~ills a Status Report of completed or uncompleted administration.
This filing is due by: 2/09/2009
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
r'' ' ~''` .~ ~----- i'
~J,~J~ 1 ~~ l~ ~ ~i ~J,, ~ ,+ : ~ 'Pit.....
~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: J. Herbert Wilson
Date of Death: 02/09/2004 File Number: 2004-00210
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the
administration of the above captioned estate:
1. State whether administration of the estate is complete :................... Yes X No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
April 1, 2009
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court? ........ Yes _ No
b. The separate Orphan's 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
filed with the Clerk of the Orphan's Cour
s of formal or informal accounts may be
/ be attached to this report.
F.
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Personal Representative X Counsel
Joseph D. Buckley, Esquire
Name of Person Filing this Form
1237 Holly Pike
Address
Carlisle, PA 17013
171249-2448
Telephone
1
FAMILY AGREEMENT
This Agreement entered into this 6th day of October, 2008, by and between Lynn
W. Henselman in her capacity as Executrix under the will dated May 15, 1998, of John
Herbert Wilson, Deceased, and Lynn W. Henselman and Elizabeth K. Wilso residuary
legatees of the estate. For purposes of this agreement, when she is referr~~ in hem
fiduciary capacity, the term "Executrix" will be used and, when she is refer b ~ ~~n he
individual capacities, she will be referred to by her first and last names. rr::? 7~ m t
r:~ ___ ~ ~
v ~~
BACKGROUND `~~~~~,:~
1, ~~' ~ '7" 1
~...~
1. John Herbert Wilson ("Decedent") died on February 9, 2004, a refit of 9~
Ege Drive, Carlisle (South Middleton Township), Cumberland County, PA, leaving a wi
dated January 26, 2000.
2. Decedent's will was admitted to probate by the Register of Wills of
Cumberland County on March 2, 2004, and letters testamentary were issued to Lynn W.
Henselman as Executrix.
3. Decedent's and his spouse, June Wilson, a second marriage for both
parties, had entered into apre-marital agreement waiving all rights to each other's estates
and said June Wilson did sign an additional release reaffirming this agreement and
releasing any interest she may have had to any share of the estate; however, Decedent had
placed some of his assets into a trust giving life benefits to income to his spouse, June
Wilson, and she chose to renounce and disclaim a portion of the assets to transfer to
Decedent's two children, Lynn W. Henselman and Elizabeth K. Wilson, while reserving
a portion for her lifetime benefit.
4. In his will, Decedent named his children: Lynn W. Henselman and Elizabeth
K. Wilson, as the residuary legatees.
5. The Executrix advertised the grant of letters Testamentary, prepared and filed
an Inventory and Appraisement of Decedent's property and prepared and filed a
Pennsylvania Inheritance Tax Return and federal and state income tax returns and paid
the appropriate taxes thereon.
6. The Executrix has paid all the general legatees and all the taxes, debts and
expenses of the estate known to them, and they have no knowledge of any unpaid claims,
absolute or contingent, which may be asserted against the estate nor do they have any
reason to believe there are any such claims.
8. The Executrix has distributed the net assets of the estate to Lynn W.
Henselman and Elizabeth K. Wilson the residuary legatees named in the will.
9. A statement reflecting all estate receipts, disbursements and distributions are
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annexed here to as Exhibit A.
10. The Executrix, Lynn W. Henselman and Elizabeth K. Wilson all desire that
this Family Agreement make unnecessary the filing an accounting in the Orphans' Court
Division of the Court of Common Pleas of Cumberland County.
NOW THEREFORE, intending to be legally bound, the parties do hereby:
1. Waive the filing of an account of the administration of the estate in any court;
2. Declare that the undersigned has examined the attached informal account (and
statement/schedule of distribution) of the Executrix; finds it to be true and correct in all
particulars; accept and approve it with the same force and effect as if it had been prepared
and filed with, audited, adjudicated and confirmed absolutely by a court of competent
jurisdiction; and as if the balance of principal and income had been awarded by the Court
in accordance with the statement/schedule of distribution;
3. Warrant that the beneficiaries named in the informal account and
statement/schedule of distribution are the sole remaining parties in interest in the estate
and entitled to receive the entire distribution thereof in accordance with the informal
account and Statement/Schedule of Distribution;
4. Warrant that the undersigned know of no outstanding and unsatisfied claims
against the estate;
5. Approve the distribution of the balance of principal and income shown in the
informal account and statement/schedule of distribution to the persons set forth therein;
6. Absolutely and irrevocably release and discharge the Executrix, and her heirs,
personal representatives, successors and assigns of and from any and all actions,
liabilities, claims and demands relating in any way to his administration of the estate and
distribution in accordance with the informal account and statement/schedule of
distribution and without a court accounting and adjudication;
7. Agree to refund to the Executrix any amount of the undersigned's distribution
which exceeds the amount to which the undersigned are entitled as the Executrix shall
determine;
8. Agree to indemnify and hold harmless, the Executrix, and her heirs, personal
representatives, successors and assigns, from and against any claims, liabilities, loss or
expense (including costs and counsel fees) arising from any cause whatsoever, which the
Executrix may incur as a result of the administration of the estate and its distribution in
accordance with this agreement including, but not limited to, any liability for any federal
estate taxes, Pennsylvania Inheritance tax or any other death taxes, and any federal or
Pennsylvania income taxes, and Pennsylvania personal property taxes, together with any
interest and costs incidental thereto, relating in any way to the estate and also including,
2
but not limited to, any assets received or payments or distributions made by reason of any
negligence or mistake of law or fact.
IN WITNESS WHEREOF the parties set their respective hands and seals the first day
written above.
~.=
Lynn W. Henselman (Beneficiary)
~~=~ c......_._
Elizabeth K. Wilson (Beneficiary)
Lynn W. Henselman (Executrix)
3
Witness
INFORMAL ACCOUNTING
ESTATE OF JOHN HERBERT WILSON
RECEIPTS OF PRINCIPAL
C= Fiduciary
Acquisition Value
Cash or Certificates of Deposit•
Orrstown Bank (Savings) 120,549.37
Orrstown Bank (checking) 18,182.89
Stocks and Bonds
Wachovia Securities Account 317,880.42
U.S. Savings Bonds 41,192.00
Other:
Trust - J. Herbert Wilson Trust #3 U/A/D 3-07-1997*
Total Inventory ~ 497,804.68
Receipts Subsequent to Inventory
Wachovia Securities (dividend check) 2 000.00
Refund PA. Inheritance Tax
10,844.49
Total Subsequent Receipts ~ 12,844.49
TOTAL RECEIPTS OF PRINCIPAL X510,649.17
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent
04/01/04 Wachovia (payoff loan)* 69,911.24
04/01 /04 Wachovia (margin interest)* 420.01
06/30/04 Masland Associates (paid by family) 0.00
06/30/04 Central Penn Medical (paid by family) 0.00
i
Funeral Expenses
05/30/04 Memorial services and interment paid by famil
0
08/15/04 Headstone paid by family y
.00
0.00
Administration Expenses
05/03/04 Register of Wills (Inheritance tax) 30 000.00
10/06/08 J. Buckley costs
Register of Wills (Probate fees) 347.00
CC Law Journal 75.00
Register of Wills (release) 12.00
The Sentinel (Legal adv) 136.31
Register of Wills (tax return) 15.00
Additional Probate fee 105.00
Register of Wills (agreement) 15.00
Postage 3 8.74
744.05
Fees & Commissions 744.05
04/21 /04 Joseph D. Buckley (partial fee) 6,000.00
07/28/05 Joseph D. Buckley (partial fee) 5,000.00
10/06/08 Joseph D. Buckley (partial fee) 4,000.00
15,000.00
Total debts, expenses and fees $116,075.30
Distributions to Beneficiary
03/12/04 Mildred W. Snyder (bequest) 30
000
00
03/12/04 Bound Brook Presbyterian Church (bequest) ,
.
1
000
00
05/03/04 Lynn W. Henselman (partial distribution) ,
.
34 000
00
05/30/04 Elizabeth K. Wilson (partial distribution) .
34000
00
06/30/04 Lynn W. Henselman (partial distribution) .
20
000
00
06/30/04 Elizabeth K. Wilson (partial distribution) ,
.
20,000.00
07/01 /04 Lynn W. Henselman and Elizabeth K. Wilson
Transfer of trust assets 247,549.11
Total Distributions $386,549.11
TOTAL DISBURSEMENTS $502,624.41
ii
TOTAL. RECEIPTS OF PRINCIPAL 510,649.17
Less TOTAL DISBURSEMENTS 502,624.41
PRINCIPAL BALANCE ON HAND 8,025.76
Final Distributions to Beneficiaries
10/06/08 Lynn W. Henselman 4,012.38
10/06/08 Elizabeth K. Wilson 4,012.38
Total 8,025.76
BALANCE REMAINING AFTER FINAL DISTRIBUTION 0.00
*This account originally had $317,880.42 in value at the time of Decedent's death;
however, there were two deductions made from the account, the first a margin interest
charge of $420.01 and the second a payoff of a loan against the account taken by
Decedent during his lifetime in the amount of $69,911.24.
* * This trust is not a part of the estate and is placed herein for information purposes only
as it was listed in the PA Inheritance Tax Return as required. The value of this portion of
the trust at that time of Decedent's passing was $292,431.01.
iii
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX
INHERITANCE TAX DIVISION
PO Box zao6ol
STATEMENT OF ACCOUNT ~
HARRISBURG PA 17128-0601
REV-1607 EX AFP C03-05)
DATE 06-09-2008
ESTATE OF WILSON J H
DATE OF DEATH 02-09-2004
FILE NUMBER 21 04-0210
JOSEPH D BUCKLEY COUNTY CUMBERLAND
J D BUCKLEY LAW OFCS ACN 101
1237 HOLLY PIKE Amount Remitted
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE *~- RETAIN LOWER PORTION FOR YOUR RECORDS E~-~
------------------------------
-----------------------
REV-1607 EX AFP (03-05) ~** """""""'"""
INHERITANCE TAX STATEMENT OF ACCOUNT ~~*
ESTATE OF WILSON J H FILE N0. 21 04-0210 ACN 101 DATE 06-09-2008
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 04-21-2008
PRINCIPAL TAX DUE:
PAYMENTS CTAX CREDITS):
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
04-28-2004 CD003873 1,008.18
05-20-2008 REFUND .00
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
20,163.69
AMOUNT PAID
30,000.00
10,844.49-
TOTAL TAX CREDIT 20,163.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
If payment if for a RESIDENT DECEDENT, make check or money order payable to:
Register of Wills, Agent
If payment if for a NON-RESIDENT DECEDENT, make check or money order payable to:
Commonwealth of Pennsylvania
Failure to pay the tax, interest, and penalty due may result in the filing of a lien of record in the
appropriate county, or the issuance of an Orphan's Court citation.
REFUND CCR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-1313). Applications are available
online at www revenue.state.pa.us, any Register of Wills or Revenue District Office, or from the Department's
24-hour answering service for forms orders: 1-800-362-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-3020 (TT only).
REPLY T0: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-0601, Phone
C717) 787-6505.
DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent C5%) discount
of the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one C1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar Year to calendar year with that rate
announced by the PA Depart^!en± of Revenue. Rates for nears 1982 through 1999 can be found in the Pennsylvania
Resident Instruction Booklet, CREV-1501), the Pennsylvania Non-resident Instruction BookletCREV-1736) or on the
Pennsylvania Dept. of Revenue web site www.revenue.state.pa.us. The applicable interest rates for 2000 through 2008 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year RR=t~ Factor
_ ~, ~- ~~~
2000 8 .000219 2001 9% .000247 2002 6% .000164
2003 5% .000137 2004 4% .000110 2005 5% .000137
2006 7% .000192 2007 8% .000219 2008 7% .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND :
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, 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:
MAKC;H 26, APRIL 2, 9, 2004
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.
Wilson, J. Herbert. a/k/a Joha Her-
bert Wilson, decd.
Late of South Middleton Town-
ship.
Executrix: Lynn W. Henselman,
c/o The Law Offices of Joseph D.
Buckley, 1237 Holly Pike, Car-
lisle, PA 17013, (717) 249-2448.
Attorney: Joseph D. Buckley, Es-
quire, 1237 Holly Plke, Carlisle,
PA 17013.
_____
sa Marie Coyne, ditor
S ORN TO AND SUBSCRIBED before me this
9 day of APRIL 2004
rl~r~'~. sEAI. ~
LOIS E. SNYDER, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires March 5, 2005
PROOF OF PUBLICATION
State of Pennsylvania,
County of Cumberland.
Rich Canazaro, Internet Director
of THE SENTINEL,
of the County and State aforesaid, being duly 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, since which date THE 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 THE SENTINEL on the following dates, viz
Copy of Notice of Publication
i..~tters Testamentary an tha Estate ;of ,~ ttL=Ri$ERT`
1Nf~.80Na AAt/1~ 1l~I M~,RBii~1~iT • , lat9 of
South Mitld "rowru-, C
dec~eased, have been Qranted t~ the ~ytY; p~,
reigned. Atl
p
~ ~s t0 "be
E !o said.
iMNi
~~t~ment ~+R+•~a~y~,
havin
d
l than.
g
lt
ms w prosenf ~larf for se ~a:
i.yhn w. Hensefman
c% The Law ptNcss of D. Buc~tey
2~7` Holiy"PHce
Ca le' PA 1 T013
7T7) 249-2449
or to:
Joseph D. Budde~y, Esquire
1237 Notiy Pircce
Ca , ~1 Y7013
The Sentinel
March 17, 24, 31 2004
Affiant further deposes that he 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 public i'_~ ____
Sworn to a subscribed before me this 31 th
day of March , 1~ooa_
Notary Public
My commission expires:
~~S1~~JN M. SHUCHART, Nc~a p
Carlisle, Cumberland Countyubi~~ a~
my Commission Exp;res Nw. 2r3, 2~?0;
March 31, 2004
a ~ ~-F
i ~a
REGISTER OF ~tiiLLS OF Cumberland COL~vTY, PEN?vSYLtiANIA
Name ofDecedent:John Herbert Wilson -
Date o: Death: February 9, 2004 FileNu~??ber: 2004 00210
D...•,.....,.r r., D., n (~ D, 1 ~ 1 7 T •~.•+n,-t tl.e f.-~1101zrina zzrith recpec~.t to C1l1Mpl~t1(11'1 of the adl?lllll>tl'at101? Of
1 LLL JIl:llll LV L 4. V.\.'• L\N1V V.1~, l lvt./V1~ - ".7 •
the above-captioned estate:
[~ Yes No
1. State whether administration of the estate is complete:....... • • • • • • • • • • •
2. If the aiiswe>"is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final•account with the Court? ...... • ]Yes ~N'o
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account - , _ ITeS []No
informally to the parties in interest? ..... Family • Agreement•
d. Copies of receipts, releases, joinders and approv of formal or informal accounts maybe
filed with the Clerlc of the Orphans' Court army be attached to this ~port•
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Person Piling th+~ ryrn, v
~]Personal/Representative ~] Counse]
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Nnme of Person Filing this Form
1237 Holly Pike
Address
Carlisle, .PA 17013
71 7- -
Tefephone
Cumberland County - Register Of Wil:1s
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-63?~~^~~~ ~"`~"'- "'~
.. L _ _'~~f ~~ `.
1 L• ~ ~ L I• V i i .... _
Date: 1/27/2010
HENSELMAN LYNN W
59 BEAVER LODGE ROAD
STAFFORD, VA 22554
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
Dear Sir/Madam:
2010 JA~d 27 ~~~ 10~ 47
CLERK C°r
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 2/09/2010
Please feel free to contact this office with any quE=stions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans' Cour
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013 ,, __
Phone: (717) 240-6345 - ~' l ''~ "`
~~
~... ~ ..
206Q J~~I 27 Q~1 ~0~ ~ 7
Date: 1/27/2010
BUCKLEY JOSEPH D
1237 HOLLY PIKE
CARLISLE, PA 17013
RE: Estate of WILSON J HERBERT
File Number: 2004-00210
Dear Sir/Madam:
ORPFI~~J'_j ~~~~U~T
Ct) ~~ ,,~~, n a
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on t:he below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. 1, for decedents dyi:zg on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with ~~he Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 2/09/2010
Please feel free to contact this office with any que=_stions you may
have. If you have already filed your Status Report; please disregard
this notice.
Sincerely,
Gle a arner- ras aug
Clerk of the Orphans' Cour
cc: File
Personal Representative(s)