HomeMy WebLinkAbout01-0820
PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of Dennis M. Barto
also known as
No.
To:
~/-Ol-~~O
Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 165-42-1317
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, applies
for letters of administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante rninoritate)
the above decedent.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
his last family or principal residence at Lot 41, Shippensburg Mobile Estates.
Shippensburg, PA, 17257. (list street, number, Twp. or Boro.)
Decedent, then 49 years of age, died February 3, 2001 :lft'x
at Greenridge Nursing Home, Newville, PA.
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 real estate in Pennsylvania
situated as follows: None
12,000.00
$
$
$
$
Petitioner__ after a proper search ha~ ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name
. Barto
Bra
Relationship
Survivin souse
Dau hter
THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the
appropriate form to the undersigned.
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~nna J. Barto
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Shirrpn~hl1rg. PA
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
} 58
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 knowledge and belief of petitioner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Sworn to or affirmed and subscribed J <tJrfl)fiA / 6~
before me this 4 t h day of
_ seDte~ u~
t~4ew1s t/UA Regut~
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No. 21-2001-820
Estate of Dennis M. Barto
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW September 4 th a2ilil.L, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Donna J. Barto
islamKentitled to Letters of Administration, and in accord with such finding, Letters of Administration
are hereby granted to Donna J. Barto
i~he estate of J5"ennfS11.-:Birto--------
Lewis iJ:ifi
FEES
Letters of Administration
Short Certificates(7 ) . . . . . . . . . .
Renunciation ................
JCP
$ 56.00
$ 21. 00
$
$
TOTAL _ $
Filed ?~P.t;E?!T!l:;>~X..4 t.t!.. A.D. ~~
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Steven C. Skoff. ESQ. 8~2q8
ATTORNEY (Sup. Ct. tD. No.)
3211 North Front Street, PO Box 5300
HarriRbllrg, PA 1711n-n~no
ADDRESS
717-218-8187
PHONE
MAILED LETTERS TO ATTORNEY
HIO'.80' REV 9/86
This is to certify that the information here given' is correctly copied fro~ an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State VItal Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
No.
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Fee for this certificate, $2.00
p
6948183
FEB ' 6 2001
Date
21-2001-820
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Hl05.143Flev.2l87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
liNT
AOE (La., B~vt
uNOEA 1 YEAR
folontt\s Days
SE.
..Male
STATE FILE NUMtlEFI
SOCiAl SECURIT't NUMBER
.. 165 - 42 - 1317
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ENT
NK
NAME OF DECEDENT IFIl'Sl', MiOclIe, l_1
.. Dennis Barto
s. 49 Vrs.
COUNTY OF OEA:rH
UNDER 1 DAY
Hours ! t.Iinut..
BIRTHPlACE (CoIy iIInd PlACE CY DE.c:rH IC"ecA aNy Ilf'e -- "" tnSlluct.ons on ort'oeI' !IOel
H~tI~ga~V' HOSPITAl.; onu
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FACIlIT"t NAME", no! 1nSI'1\JtIQn. gwe SlfHt and number.
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DECEDENT'S USUAL OCCUPRION
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RACE .Amenc:an tndlaIn, StKk. Whit.. etc.
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SUR\IMNQ SPOUSE
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MOTHER'S NAME ,F.II. MGIe. MIlden SurNmeJ
'1. Erlma Shultz
INFORMANT'S MAIUHO AODRESS $wt. CiIy/Town, $&Me. Zip Code!
l' M:Di.1 EBtates, Shi nsbu , PA 17257
PLACE OF DISPOSITION. N...... of c.m.t.". ClemMOry LOCRlON. c;r.,JTown, State. Zip Code
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Westminster Memorial
21c.
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DATE OF DISPOSITION
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o February 6, 2001
2lb.
H UCENSE NUMBER
Carlisle PA 17013
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.~NCING AND CElIlITIFYINQ PHYSICIAN (~bolh ;)I'onounell'lO Oflltl.nd CSfllfytroc) 10 cause Of delltl'll
To the blMt of my kl"lOwe.dQft. dealhocc"'rH at d'Ie 1InM, date. and ,.... and due to the cause(a) and mann.r.. a.ated...... . . ... , , ., , ... ., , . ...
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REGISTR....R.S SIGNATURE ANO N
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent
Date of Death
Will No.:
Dennis M. Barto
February 3, 2001
Admin. No.:
2001-00820
To the Register:
I hereby 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 December 19,2001
Name
Address
Donna J. Barto
Lot 41, Shippensburg Mobile Estate, Shippensburg, P A 17257
Jessica J. Barto
65 West Louther Street, Carlisle, PA 17103
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: January ~, 2002
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Signature
Name David H. Martineau, Esquire
Address 3211 North Front Street
P.O. Box 5300
Harrisburg, PA 17110-0300
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Document #: 223157.1
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CERTIFIEf) MAeL RECEIPT
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Certified Fee
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Restricted Delivery Fee
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JRD/fune 30, ,.992117858
JAN 0 3 2002. yb-
Estate No.: 21-01-820
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Dennis M Barto
Late of Shippensburg Township
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Donna J Barto
Counsel for Personal Representative: Steven C Skoff
Date of Grant of Original Letters: September 5, 2001
Date of Delinquency Notice: December 15, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on December 7, 2001, and that the ten
(10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e)
the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: January 2 2002
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for );;tlALiJ / .5;~~ at f7, '3 iJ In Courtroom No.3. If the
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
cancelled.
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STATUS REPORT UNDER RULE 6.12
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Name of Decedent
Date of Death
Will No. 2001-820
BARTO, DENNIS M.
February 3, 2001
Admin No.
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 No. X
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: Upon receipt ofInheritance Tax Assessment
from Dept. of Revenue
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: ?f~
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Signature
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Name David H. Martineau, Esquire
Address 3211 North Front Street
P.O. Box 5300
Harrisburg, PA 17110-0300
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Telephone (717) 238-8187
Capacity: Personal Representative
X Counsel for Personal
Representative
Document #: 260868.1
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COMPLETE THIS SECTION ON DELIVERY
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MAR 1 0 2003 ~
In Re: Estate of Dennis M. Barto
Late of Shippensburg Borough
ORPHANS ' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-2001-0820
NO: 21-2001-0820
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative
Counsel for Personal Representative: Steven C. Skoff, Esquire
Date of Decedent's Death: 02-03-2001
Date of Delinquency Notice: 01-06-2003
The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 01-06, 2003, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
Date: 03-10-2003
A hearing is scheduled fotcl-(/l) 3 at 7';:J.() in Courtroom No.3. If the Status Report is filed
prior to the hearing date, the hearing will antomatically be c~ .
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Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/06/2003
BARTO DONNA J
LOT 41
SHIPPENSBURG MOBILE ESTATES
SHIPPENSBURG, PA 17257
RE: Estate of BARTO DENNIS M
File Number: 2001-00820
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: 2/03/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: jFile
Counsel
Judge
May 4, 2004
SINCE 1888
3211 Nortl1 Front Street
P.O. Box 5300
Harrisburg, PA 17110-0300
717-238-8187
Fax: 717-234-9478
Mary C. Lewis, Register of Wills
Office of Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013-3387
Other Offices
Colonial Park Mechanicsburg
717-652-7020 717-691-5577
Millersburg Shippensburg
717-692-5810 717-530-7515
Re: Estate of Dennis M. Barto
No. 2001-820
Dear Ms. Lewis:
Enclosed is a copy of our letter to J. Paul Dibert of the Department of Revenue, Inheritance Tax
Division and a Rule 6.12 Status Report, which indicates that administration of the estate is
complete.
Please kindly return a time-date stamped copy of the status report to me in the self addressed
stamped envelope provided herein.
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Very truly yours,
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METZGER, WI4KE SHAM, KNAUSS & ERB, P.C.
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Diane McKay, Paralegal
Enclosures
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cc: Donna J. Barto, Administrator
,..,-,t, , .~.
304019-1
James F. Carl
Edward E. Knauss, IV'
Jered L. Hock
Steven P. Miner
Clark DeVere
Milton Bernstein
Bruce J. Warshawsky
Francis J. Lafferty, IV
David H. Martineau
Andrew W. Norfleet
Andrew C. Spears
Young-Suh Koo
. Board Certified in civil
trial law and advocacy
by the National Board
of Trial Advocacy
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STATUS REPORT UNDER RULE 6.12
Name of Decedent
Date of Death
Dennis M. Barto
February 3. 2001
Will No.
Admin No.
2001-00820
Pursuant to Rule 6.12 ofthe 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 X No.
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. Ifthe answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
account is:
b. The separate Orphans' Court No. (if any) for the personal representative's
c. Did the personal representative state an account informally to the parties
in interest? Yes No X (this was a "no asset" estate)
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.
PLEASE NOTE: The foregoing is based upon the fact that there was a personal injury suit
opened by our firm. The personal injury suit was not ursued and, according to our information,
there are no probate assets.
Date: Mav 4. 2004
--.:__ !-l~}
SIgna Utt(
Name Jered L. Hock. Esquire
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Address 3211 North Front Street
P.O. Box 5300
Harrisburg. P A 17110-0300
II AW.j 170.
Telephone
(717) 238-8187
Capacity:
Personal Representative
Counsel for Personal Representative
X
304390-1
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MARY C. LEWIS, REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
PETITION FOR GRANT OF LETTERS
Estate of BERTHA M. BELTZ
No.21
01 -~~I
also known as
, Deceased
Social Security No. 201-18-0809
PAUL BERT
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
CJ
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut OR
Decedent, dated 7/1 a/99 .:TV L \ 2- D (; 0 and codicil(s) dated N/A
named in the Last Will of the
State relevant circumstances. e.g., renunciation, death of executor, ete
Except as follows, Decedent did not marry, was not divorced and did not have a child bom or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.I.a., d.b.n.e.l.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search haslhave ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name
Relationship
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal
residence at MESSIAH VILLAGE, 100 MT. ALLEN DR., UPPER ALLEN TWP., MECHANICSBURG, PA 17055
(list street, number and municipality)
Decedent, then 87 years of age, died AUGUST 22 ,2001, at MESSIAH VILLAGE, MECHANICSBURG, PA
(Location)
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 real estate in Pennsylvania ........................................................................................ $
Total ........................................................................................................:............ $
3:2.. Ot:l~
-
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Real Estate situated as follows:
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
PAUL BERT
R.D.#1 8543 MCCLAYS MILL RD. NEWBURG PA 17240
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, Petitioner(s} will well and truly administer the estate acco~g to law.
Sworn to and affirmed and subscribed ~ Cv<-Lf ./J~
PAUL BERT
before me this 4TH day of
SEPTEMBER. 2001.
~~r~~~
DECREE OF REGISTER
Estate of BERTHA M. BELTZ
also known as
Deceased
No.21
01
821
Date of Death: 8/1/01
Social Security No: 201-18-0809
AND NOW, SEPl'EMBER 5 ,2001 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters (3 Testamentary 0 of Administration
are hereby granted to
((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate)
PAUL BERT
in the above estate and that the instrument(s}, if any, dated ,TIJLY 18.2000
described in the Petition be admitted to probate and filed of record as the Last Will of Dec~nt.
FEES
Letters.............. ............ ..........
Short Certificates(s} .....?........
Renunciation ..........................
Extra Pages (2 ) ...............
I.T.R.............. ...... ...................
JCP Fee .................................
Inventory ................................
Other.... ..................................
TOTAL .............................$
$
70.00
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$
$
$
$
$
$
$
$
15.00
6.00
Signature
5.00
Attorney: GERALD J. BRINSER
1.0. No: 09655
Address: 6 E. MAIN STREET, P.O. BOX 323
PALMYRA PA 17078
Telephone: 838-6348
DATE FILED: SEPI'EMBER 5,2001
96.00
H 1U;.H05 REV 9/86
JllS is to certify t11at t\e inf::Jrmation here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The onginal certificate will be forwarded to the State Vital Records Office for permanent filing.
Fee for this certificate, $2.00
WARNING: It is illegal to duplicate this copy by photostat or photograph.
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21-01-821
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7645657
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No.
Date
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COMMONWEALTH OF PENNSVLVANIA . DEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
NAME OF OEClDENT II ",., Middle, l'"
...
nVI flU NUM8Vt
SOCIAL SECURITY NUMBER
.. Bertha M. Beltz
AOE(l_~ UNDER' YEAR
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I.Female
I. 20 I - 18
.. 8-22-01
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REGISTRAR'S SIGNATURE AND NUMeER
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UCfNSE NtJM8EA
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,..
WILL
OF
BERTHA M. BELTZ
I, BERTHA M. BELTZ, currently of Upper Allen Township, Cumberland County,
Pennsylvania, realizing the uncertainty of this life, but with confidence in God and trust in
His Son, my Lord and Savior, Jesus Christ, who died for my sins upon the cross and rose
again to redeem me and give me eternal life, do hereby make, publish and declare this to be
my Last Will and Testament, hereby revoking any and all prior Wills and Codicils made by
me.
I. I direct that all my just debts and funeral expenses be paid from the assets of my
estate as soon as practicable after my demise.
II. I direct that each beneficiary of my estate under the terms of this my Will or as
beneficiary by way of beneficiary designation on assets passing outside of this my Will shall
be solely responsible for the payment of any death taxes assessed on the portion passing unto
him or her.
III. I intend to keep with this my Will a separate memorandum concerning disposition
of certain items of tangible personal property. I bequeath the items on said list to the persons
designated.
IV. I bequeath the sum of Three Thousand Dollars ($3,000.00) each unto Henry Bertey,
Paul Bert, Robert Bert and Eva Mae Brubaker, in appreciation for their counsel and help
during recent years oftransition. If any of these individuals predecease me, his or her share
shall lapse.
V. All the rest, residue and remainder of my estate, of whatever nature and wherever
situate, including property over which I hold a power of appointment, I devise and bequeath
as follows:
A. One-third (1/3) unto Messiah Village, Mechanicsburg,
Pennsylvania, to be used in its Endowment Fund.
~
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~QJ 'n), ~
B. Two-thirds (2/3) unto Brethren In Christ World Missions,
Grantham, Pennsylvania, to be used as it determines best.
VI. I appoint my nephew, Paul Bert, Executor of this my Will. In the event that he fails
to qualify or ceases to act as Executor, I appoint Douglas R. Bert Executor in his place.
VII. I direct that no bond be required of my fiduciaries for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I, BERTHA M. BELTZ, herewith set my hand to this
my Last Will, typewritten on two (2) sheets of paper including the attestation clause and
signatures of witnesses, this I~day of %-,2000.
~/t~~Z;: (SEAL)
BERTHA M. BELTZ (f
Signed by BERTHA M. BELTZ, by her declared to be her Will in our presence, who
have hereunto subscribed our names as witnesses in her presence and at her request, this
18f'tlay of ~ ,2000.
/g,~z ~- residingat ~~f,!?
Wmd.ij 'c/, Q, Pm-Jr9-V1...- residing at ~, KIJN Mlbul1l , f!/J
-2-
COMMONWEAL TH OF PENNSYL VANIA
COUNTY OF LEBANON
WE, BERTHA M. BELTZ, GERALD J. BRINSER and lA>v-JDj i.... CAAwroRD ,
the testator and the witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly affirmed, do hereby declare to the undersigned
authority that the testator signed and executed the instrument as his Last Will and that he
signed willingly (or willingly directed another to sign for him), and that he executed it as his
free and voluntary act for the purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as witnesses and that to the best of
our knowledge the testator was at that time eighteen years of age or older, of sound mind and
under no constraint or undue influence.
~0..~
BERTHA M. BELTZ
~~~
W(TNESS /'
I)J~ 2ft. ~1MIL
WITNESS
Subscribed, sworn or affirmed and acknowledged before me by BERTHA M. BELTZ,
the testator, GERALD J. BRINSER and ~N..D~ L... Cft-A WFo f...{:) , witnesses, this J 8~
day of ~ ,2000.
~t.t~
Not Pubhc
(SEAL)
-3-
MARY C. LEWIS, REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
f-.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: BERTHA M._BEL.. T2
Date of Death: 8/22/01
Estate No.
SSN: 201-18-Q809
File No.
21:QJ-:Q132~ ___.
Date Letters Granted: 9/4/01
Will or Administration No.____
To the Register:
I certify that Notice of Estate Administration 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 9[24[QJ
MESSIAH VILLAGE
Address
2840 LOUISIANA AVENUE
_ . BAL TIMQRE __.
753 MESSIAH VILLAGE
_MECHANICSBUBG
7514 COLUMBUS AVENUE
__SOUTHRICHF1EJ-.D
P.O. BOX 290
__GRl\NIHA~____
100 MT. ALLEN DRIVE
ME:CtiANICSBUB~__
MJL21227
Name
HARRY BERGEY
-
EVA MAE BRUBAKER
PA_J705!:>__
ROBERT L. BERT
MN..55423
BRETHREN IN CHRIST FOUNDATION
P A_J702I-Q290
PA .17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
PAULBERT,EXECUTOR
Personal Representative
X Counsel for Personal
Representative
A~ . I (l.~_j~
--71-~ --- ------- - -
Signature
~I;RAL..D J. _BRIN.$E.R, ESQUJRE (#Q9E5!55)
Name (Please type or print)
Date: 9/24/01
Capacity:
Address
Ei~.". MAlt"L$TREE:ILP.O.BQX32~
f=l.A.LMYRA
PA .17078
Telephone No. (717)8~8-:E534f:L
LAW OFFICES
BRINSER, WAGNER & ZIMMERMAN
6 EAST MAIN STREET - SECOND FLOOR
(EAST MAIN & SOUTH RAILROAD STREETS)
P. O. BOX 323
PALMYRA, PA 17078
PHONE: (717) 838-6348
FAX: (717) 838-6912
MECHANICS BURG OFFICE
MESSIAH VILLAGE
100 MT. ALLEN DRIVE
MECHANICS BURG, PA 17055
PHONE/FAX (717) 795-1737
GERALD J. BRINSER
KEITHD.WAGNER
JOHN M. ZIMMERMAN
November 14,2001
Mary C. Lewis, Register of Wills
Cumberland County Court House
S. Hanover Street
Carlisle, P A 17013
In Re:
Bertha M. Beltz Estate
No. 21 01-0821
Dear Ms. Lewis:
Enclosed you will find a check in the amount of$I,71O.00 as payment towards the
inheritance tax for the above-captioned estate.
If you have any questions, please feel free to give me a call.
Thank you.
Very truly yours,
BRINSER, WAGNER & ZIMMERMAN
_~&.~~/~~
Gerald J. Brinser
GJB/wlc
Enclosure
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
BRINSER WAGNER & ZIMMERMAN
22 N RAILROAD STREET
PALMYRA, PA 17078
____n__ fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 201-18-0809
FILE NUMBER: 21-2001- 0821
DECEDENT NAME: BEL TZ BERTHA M
DA TE OF PAYMENT: 11/15/2001
POSTMARK DATE: 11/14/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 08/22/2001
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
REMARKS: BRINSER WAGNER & ZIMMERMAN
CHECK# 101
SEAL
INITIALS: PB
RECEIVED BY:
REV-1162 EX(11-96)
NO. CD 000534
MARY C. LEWIS
REGISTER OF WILLS
ftEGISTER OFWILLS""
AMOUNT
$ 1,71 0.00
$ 1,71 0.00
MARY C. LEWIS, REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
Estate of BERTHA M. BELTZ
No. 21
01
0821
, Deceased
Date of Death 08/22/2001
Social Security No. 201-18-0809
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INVe
verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: GERALD J. BRINSER, ESQUIRE
I.D. No.: 09655
Address: 6 E.MAIN STREET
~ BERT
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Dated 3/ I t...-/ ~ 't..
PALMYRA
PA 17078
Telephone: (717)838-6348
Description
Cash, Bank Deposits, & Misc. Personal Property:
Value
PNC BANK - CHECKING ACCOUNT #5000001102
12,648.60
BRETHREN IN CHRIST FOUNDATION
(INCLUDES ACCRUED INTEREST OF $56.08)
24,425.37
BURIAL FUND - REFUND
1,221.08
BLUE CROSS/BLUE SHIELD - REFUND
316.90
VERIZON - REFUND
15.54
Total
38,627.49
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
.....
LAW OFFICES
BRINSER, WAGNER & ZIMMERMAN
6 EAST MAIN STREET - SECOND FLOOR
(EAST MAIN & SOUTH RAILROAD STREETS)
P. O. BOX 323
PALMYRA, PA 17078
PHONE: (717) 838-6348
FAX: (717) 838-6912
March 12, 2002
MECHANICS BURG OFFICE
MESSIAH VILLAGE
lOO MT. ALLEN DRIVE
MECHANICS BURG, PA 17055
a (iPHONE/FAX (717) ~5-] 737
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GERALD J. BRINSER
KEITH D. WAGNER
JOHN M. ZIMMERMAN
Mary C. Lewis, Register of Wills
Cumberland County Court House
S. Hanover Street
Carlisle, PAl 70 13
--"
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In Re:
Bertha M. Beltz Estate
No. 21-01-0821
Dear Ms. Lewis:
Enclosed you will find two (2) copies of the Inheritance Tax Return and one (1) copy
of an Inventory for the above-captioned estate. Also enclosed is a check in the amount of
$25.00 in payment of the $10.00 filing fee for the Inventory and $25.00 filing fee for the
Tax Return. The inheritance tax has already been paid.
If you have any questions, please feel free to give me a call.
Thank you.
Very truly yours,
BRINSER, WAGNER & ZIMMERMAN
IAJhdtcJ
Wendy L. Crawford
Estate Secretary
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX iFP 100-O2l
['\HY -3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-29-2002
BEL TZ
08-22-2001
21 01-0821
CUMBERLAND
101
BERTHA
M
'02
",:1 ?O
GERALD J BRINSER
BRINSER ETAL
PO BOX 323
PALMYRA
ESQ
Amount Rellitted
G..
PA l(jUV!BJ
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 ~
REY=is4i-Ex--AFP-roY=02Y-No'TicE--oF-YNHERiTANcE-'TAx-APPRAisEiiENT~--AL1-oWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BELTZ BERTHA M FILE NO. 21 01-0821 ACN 101 DATE 04-29-2002
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) U) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
~. Mortgages/Notes Receivable (Schedule D) (~) .00 of this form with your
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 38.627.49 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (S) 38.627.49
APPROVED DEDUCTIONS AND EXEMPTIONS: 3.178.35
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) UO) 8.608.36
11. Total Deductions Ul) 11 .786 71
12. Net Value of Tax Return (12) 26.840.78
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 14.840.78
l~. Net Value of Estate Subject to Tax (1~) 12.000.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ abb returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line l~ at Spousal rate US) .00 X 00 = .00
16. Amount of Line l~ taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line l~ at Sibling rate (7) .00 X 12 = .00
lS. Allount of Line l~ taxable at Collateral/Class B rate US) 12.000.00 X 15 = 1.800.00
19. Principal Tax Due (19)= 1.800.00
rAX C DITS:
1"" II .n......... . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-14-2001 CDOO0534 90.00 1.710.00
TOTAL TAX CREDIT 1.800.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
'U(
Name of Decedent: BERTHA M. BELTZ
Date of Death: 8/22/01
Will No. 2001-00821
Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans I
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 X No
2 . If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3 . If the answer to No. 1 is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No X
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 X No
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans I Court and may be attached to this report.
Date: 5/29/02
~\J.~/wW
Signature I
GERALD J. BRINSER 91t.tL>-.
Name (Please type or print .
6 E. MAIN STREET, P.O. BOX 323
PALMYRA PA 17078
Address
( ( 711) 838- 6349
Tel.No.
Pj
Capacity :
Personal Representative
.'-J
P
X
Counsel for personal
representative
- ,. r "'
-,,' ............
May 4, 2004
Mary C. Lewis, Register of Wills
Office of Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
SINCE 1888
3211 North Front Street
EO. Box 5300
Harrisburg, PA 17110-0300
717-238-8187
Fax: 717-234-9478
Other Offices
Colonial Park Mechanicsburg
717-652-7020 717-691-5577
Millersburg Shippensburg
717-692-5810 717-530-7515
Re:
Estate of Dennis M. Barto
No. 2001-820
Dear Ms. Lewis:
Enclosed is a copy of our letter to J. Paul Dibert of the Department of Revenue, Inheritance Tax
Division and a Rule 6.12 Stares Report, which indicates that administration of the estate is
complete.
Please kindly return a time-date stamped copy of the status report to me in the self addressed
stamped envelope provided herein.
Very truly yours,
METZGER, WICKE~RSHAM, KNAUSS & ERB, P.C.
Diane McKay, Parale~: ,~""'~1
Enclosures ~_~
cc: Donna J. Barto, Administrator
304019-1
James F. Carl
Edward E. Knauss, IV*
Jered L. Hock
Steven P. Miner
Clark DeVere
Milton Bemstein
Bruce J. Warshawsky
Francis J. Laffer~, IV
David H. Martineau
Andrew W. Norfleet
Andrew C. Spears
Young-Suh Koo
* Board Certified in civil
trial law and advocacy
by the National Board
of Trial Advocacy
STATUS REPORT UNDER RULE 6.12
Name of Decedent ·
Date of Death ·
Dennis M. Barto
February 3, 2001
Will No. Admin No. 2001-00820
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 X No.
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes No X
account is:
bo
The separate Orphans' Court No. (if any) for the personal representative's
Co
in interest? Yes
Did the personal representative stateanaccount informally to the parties
No X (this was a "no asset" estate)
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.
PLEASE NOTE: The foregoing is based upon the fact that there was a personal injury suit
opened by our firm. The personal injury stat was~r~
there are no probate assets.
Date: May 4, 2004
Sl~-'i'~a Ure~
Name Jered L. Hock, Esquire
Address
3211 North Front Street
P.O. Box 5300
Harrisburg, PA 17110-0300
Capacity:
Telephone (717) 238-8187
~ Personal Representative
X Counsel for Personal Representative
304390-1