HomeMy WebLinkAbout02-0187PETITION FOR PROBATE & GRANT OF LETTERS AI]VlIN'~$TRAT'rON
CTA
Estate of DOROTHY E. NAUGLE No. 21-02- I ~ ~
also known as To: Register of Wills for the
, deceased. County of Cumberland
Social Security No. 208-42-5513 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is/are 18 years of age or older and the Administratrix cta of the Last Will of the
above decedent dated April 25,1973, and codicils dated none ,19 The Executor named_
Austin E. Nau,qle died September 19, 1973 and the remainder heir, Jeffrey Lynn'
Nau.qledied December25, 1984_. Renunciations for Dennis E. Nau.qle and M&T Bank (successor to
Farmers Trust Company) attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or
principal residence at 2621 Walnut Bottom Road, Carlisle, Penn Township
Decedent, then 79 years of age, died November 5
Carlisle Re.qional Medical Center
,2001, at
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:
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 PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
2621 Walnut Bottom Road, Carlisle, PA 17013
$700.00
$55,000.00
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Res~(.~Pe~
Wendy Lee N~,qle
n/k/a Wendy L. Weller
60 Moon.qale Drive
Carlisle, PA 17013
717-243-7962
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
ss
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 of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 14th day of February ,2002.
Mary C~newis ~ / /~'Register
au,qle
n/k/a Wendy L. Weller
No. 21-02- 187
Estate of DOROTHY E. NAUGLE, deceased.
DECREE OF PROBATE & GRANT OF LETTERS AE~INISTRATION
AND NOW, February 20th ,2002, in consideration of the Petition on the
reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s)
dated April 25, 1973 described therein be admitted to probate and filed of record as the
Last Will of Dorothy E. Nau,qle ; and Letters of Administration c.t.a, are
hereby granted to Wendy Lee Nau,qle n/k/a Wendy L. Weller
FEES
Probate, Letters, Etc ........ $115.00
Shod Certificates(-1- ) .... $ 3.00
Renunciation(s) ........... $10.00
JCP .................... $ 5.00
Other .... $
TOTAL: .... $133.00
Filed. Februa.~g..20th. 2002. .......
egister of Willsr Ivla~z C. Lewi's ~'
IRWIN McKNIGHT & HUGHES
Marcus A. McKni,qht III, Esquire (25476)
ATTORNEY (Sup. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
CALLED MARCUS A. MCKNIGHT ATIORNEY ON 2-21-2002
GL: ~J
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
(each) a subscribing
law, depose(s) and say(s) that
codicil
o the will presented herewith, (each)
duly qualified according to
present and saw
the testat , sign the same and that
request of testat in h presence ant
other subscribing witness(es)).
signed as a witness at the
presence of each other) (in the presence of the
Sworn to or affirmed and
me this
day of (Name)
19
Register
(Name)
(Address)
21-2002-187
REGISTER OF WILLS OF Ct~E~m COUNTY
OATH OF NON-SUBSCRIBING WITNESS
. MARCUS A. McKNI~HT III and WENDY L. WELLER
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
_ they are familiar with the signature of DOROTHY E. NAUGLE
testat, r±x of {one of the subscribing witnesses to) the will presented herewith and
that each believes the signature on the will is in the handwriting of
Dorothy E. Naugle
to the best of rl~,~- _ knowledge and belief. _///.Q_ /~
/
Sworn Io or ,f.~ed and subsc~b~ before ~///' Z~ ~~
me this 14th day of S A. ~am McKNIGHT III
WENDY L. ~ (Name) WELLER
60 MOONGALE DRIVE, CARLISLE, PA 17013
(Address)
Rec,,':,me:.., ; '::: ef
'02 FEB 14 P4:14
RENUNCIATION
21-2002-187
In Re Estate of Dorothy E. Naucjle
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned Executor of
the above decedent, hereby renounce(s) the right to admir~ster the estate and respectfully ask(s) that Letters
of Administration CTA
be issued to Wendy N. Weller
WITNESS My hand this 6th day
Manufacturers and Traders Trust
Successors in Interest to
F a~l~~, r~/~~ny
./~. 1~.- -.& T ~u ;~fa~/C e r
Co.
(Address)
(Signature)
(Address)
(Signature)
(Address)
I, DOROTHY E. NAUGLE, of Penn Township, Cumberland County,
Pennsylvania, declare this to be my last will and testament, and revok~
all wills which I have previously made.
I - I give, devise and bequeath my entire estate, real
and personal, to my husband, Austin E. Naugle, absolutely and in fee
simple if he shall survive me; otherwise I give, devise and bequeath
the same in equal shares to my three children, Dennis E. Naugle, Wendy
Lee Naugle and Jeffrey Lynn Naugle, if living, otherwise to their
surviving issue, per stirpes, absolutely and in fee simple.
II - I appoint Farmers Trust Company of Carlisle, Pennsy
vania, as guardian of the estate of any beneficiary under the age
of 18 years at the time of my decease, to receive and hold the share
of said beneficiary, in trust or in a savings account, and to distribu
the same to the beneficiary upon attaining the age of 18 years.
III I appoint my husband, Austin E. Naugle, as executo~
of this will. If for any reason he shall fail to qualify or cease
to act as such during the administration of my estate I appoint Farmer:
Trust Company of Carlisle as substituted executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this ~.D~ day of April, 1973.
(SEAL)
Signed, sealed, published and declared
by Dorothy E. Naugle, testatrixabove
named, as and for her last will and testa-
ment, in our presence, who, in her pre-
sence, at her request, and ~in the presence
of each other have hereunto subscribed
our names as attesting witnesses:
21-2002-187
s to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~-'~
Local Registrar
P 7714402 NOV 5 2001
No. '~ Date
Dorothy R. E. Naugle
Cumberland
,,.. Homemaker
2621 Walnut Bottom Rd.
Carlisle, Pa 17013
,,. William A. Fraker
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
'P~m,~l,:, " 208-- 42 -- 5513 "Novembe 5, 2001
an.24,1922 ~.~rlisle, PA I". ~ ~O.~./~.~ ~ ~'~
~rlisle ,~rlisle R~io~l Medial Center ~.~.~.~.~ .... ~'
. . ~,, ~ite
,,. ~'~ 9 0.~., ,. Wid~ed ,,.
November 9, 2001
L)CENSE NUId~ER
I,,b. 012748 L
~nte~ille Me,rial Park /~,~ewiZ~e, PA
219 North H~over St., Carlisle, Pa 17013
F'-I la~', Ix~. M.
21-2002-187
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
DOROTHYE. NAUGLE
NOVEMBER 5,2001
21-02-0187
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on April 11,2002 .
Name Address
Wend¥ L. Weller
Dennis E. Naugle
60 Moongale Drive, C.arlisle, PA 17013
810 N. Middleton Road, Carlisle, PA 17013
Notice has now been given tO all personsentitled ~~ept
Date: r.~ 04/11/02 ]~'~ tX ~
k,'", Sign
~ IRWIN, McKNIGHT &~HUGHES
~" Name Marcus A. Mc~ight III, E~uire
~ Ad&ss 60 West Pom~et S~e~
none .
Carlisle, PA 17013
Telephone (717) 249-2353
Capacity:
X
__ Personal Representative
Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Wendy L. Weller
being duly sworn according fo law, deposes and says fhaf she is the Executrix
of the Estate of Dorothy E. Naugle
late of Penn To~,mp~ip , Cumberland County, Pa., deceased and that the
within is an inventory made by Wendy L. Weller , the said Executrix
of the entire estate of se;d decedent, cons~sting of ell the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, end thef the figures opposite each item of the Inventory represent it's fair value
es of the date of decedent's death.
Swo,~ and subscr~l before me,
t . . . 2__002
I Jacqueline L. Drawbaugh, Notary Public
I Carlisle Boro, Cumberland County
My Commission Expires Aug. 14. 2003
Date of Death I~eml~er, Pe~laA~0elati0n0tNola~ee
Wendy L. We~r, Executrix
60 Moongale Drive
Carlisle, PA 17013
Address
11 2001
Day Month Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached es to personalty or realty
4. See Article IV, Fiduciaries Act of 1949. ,
I~ --.I
Z m ~ < 0
>
Z 0 o
Inventory of the real and personal estate of
DOROTHY E. NAUGLE deceased
1. 2621 Walnut Bottom Road, Penn Township, Carlisle ..............
2. M&T Bank - Checking Account ........................
3. Miscellaneous Personal Property Sole ....................
TOTAL ..................
69,000
683
5,693
75,376
00
79
00
79
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 001478
ROGER B IRWIN ESQUIRE
60 WEST POMPRET STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 208-42-5513
FILE NUMBER: 2102-01 87
DECEDENT NAME: NAUGLE DOROTHY E
DATE OF PAYMENT: 08/05/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1/05/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,280.70
REMARKS'
TOTAL AMOUNT PAID:
ROGER B IRWIN ESQUIRE
$1,280.70
SEAL
CHECK//18798
INITIALS: VZ
RECEIVED BY'
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
REV- 1500 EX * (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'SNAME(LAST, FIRST, ANDMIDDLEINITIAL)
Naugle Dorothy E.
DATE OF DEATH (MM-OD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
11/05/2001 I 01/24/1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USEONLY
FILE NUMBER
21-02-0187
COUNTYCODE YEAR NUMBER
SOCIAL SECURITY NUMBER
208-42-5513
THIS RETURN MUST BE FILED IN DUPLICATE WlTH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1. Original Return 2. Supplemental Return
4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82)
6. Decedent Died Testate ?. Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
r-'-] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1
..... (date of death
3. r~emamaer ~e~urn prior to 1Z-13-82)
,~. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
~ Election to tax under Sec. 9113(A)
1
1.
(Attach Sch O)
NAME
Marcus A. McKni~ht Esq.
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
717/249-2353
COMPLETE MAILING ADDRESS
60 West Pomfre.t.~treet
West Pomfret P~fessi~c~.al Bldg'~
Carlisle, PA 17013 :'~'~
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole -Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
69,000.00
None
None
None
6,376.79
None
None
6,327.79
40,588.98
OFFICIAL USE ONLY
(6) 75,376.79
(11) 46,916.77
(12) 28,460.02
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) (14)
28,460'.02
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
.~ rate; o~ transfers under Sec. 9116(aX1.2) X .0 0 (15)
16. Amount of Line 14 taxable at lineal rate 28,460.02 X .0 45 (16)
17. Amount of Line 14 taxable at sibling rate X .12 (17)
18. Amount of Line 14 taxable at collateral rate X .15 (18).
19. Tax Due (19)
0.00
1,280.70
0.00
0.00
1,280.70
Copyright (,c) ZOO0 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6~00)
Decedent's Complete Address:
STREET ADDRESS
2621 Walnut Bottom Road
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
STATE ZIP
PA 17013
(1)
1,280.70
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable O. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
0.00
0.00
0.00
1,280.70
0.00
1,280.70
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ......................... [] ~--~
b. retain the right to designate who shall use the property transferred or its income; ...........
c. retain a reversionary interest; or ....................................
d. receive the promise for life of either payments, benefits or care? ...................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ [~] ~']
3. Did di~cedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. [--'] ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ [--J ~'~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Wendy L. Weller DATE
~ \~-'~ % ~ - \-(~f%~- 60 Moon, ale Drive
/Ii
./~ ~ ~ Carlisle, PA 17013
~ /.~/~/~ 60 West Pomfret Street
...........................
For dates of d~ath on or a~or 3ul~ ~, 1 $~4 and b~for~ Janua~ 1. 1 fl~S, the tax rato imposed on th, n~t valu, of trane,rs to or for th~ th~
survivin~ spous, is 3% [72 ~.S. $115 (a) (1.1)
For datos of d,ath on or a~,r Janua~ ~. 10~5, th~ tax rat, impos,d on th~ n,t valu~ of trans~,r~ to or for th~ u~ o[ th~ survivin~ spous, is 0%
[72 ~.S. ~ 15 (a) (~.1) (ii)]. lbo statuto doos not ~x~mpt a transfer m a survivin~ spous~ from tax, and tho ~atuto~ requirements for disclosure of ass,ts
and filin~ a tax fotura am still applicablo own ~ th, su~ivin~ spous~ is th~ onl~
For dates of d,ath on or a~,r 3ul~ 1, 2000:
lh~ tax rato imposed on th~ n~t valu~ o~ transfers [rom a d~coas~d child tw, n~-ono ~oars of a~, or youn~r at d,ath to or for th~ us~ of a natural
p~r,n~, an ,doptiw parent, or a smppamnt of tho child is 0% [7~ ~.S. Sl ~8 (a) (1.2)].
lbo tax rato im¢os,d on th~ n~t valu~ o[ transfors to or for th, us, of tho d~c~dont's Ira,al b~n,ficiari~s is 4.5%, ,~c,pt as noted in 72 ~.S. ~
lb, tax rato impos,d on th~ net value o[ tmnsfors to or ~or th~ us~ of tho d~c,d,nt's siblln~s is 12% [72 ~.S. ~ll~(a)(1.3)]. ~ siblin~ is d~fin~d, under
Soction ill02, as an individua~ who has at Ioast one parent in common with th, d,e,d~nt, whoth~r b~ blood or adoption.
Co.right (c) ZO~ form software only The Lackner Group, Inc. Form REV-1500 EX
'REV- 150Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy E. Naugle SS~ 208-42-5513
SCHEDULE A
REAL ESTATE
~1/o5/2oo~
FILE NUMBER
21-02-0187
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with ric~ht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 2621 Walnut Bottom Road, Penn Township, Carlisle 69,000.00
TOTAL (Also enter on line 1, Recapitulation) $ 69,000.00
(If more space is needed, insert additional sheets of the same size)
Copyriqht (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev 1-97~
'REV-1508'EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy E. Nau~le SS~
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
208-42-5513 11/05/2001
FILENUMBER
21-02-0187
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
M&T Bank, checking account
Miscellaneous personal property sold
VALUE AT DATE
OF DEATH
683.79
5,693.00
TOTAL (Also enter on line 5, Recapitulation) 6,376.79
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. I=nrm
, REV-lSll'EX + (1-97) SCHEDULE H
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF
Dorothy E. Nau~le SS~/ 208-42-5513 11/05/2001
FILE NUMBER
21-02-0187
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
Ao
Bo
4°
7.
1
2
3
4
5
6
DESCRIPTION
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representativels)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Zip
Year(s) Commission Paid:
Attorney's Fees IRWIN McKNICHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
· City State Zip
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
1% realty transfer tax
Chuck E. Bricker Auctioneer
Cumberland Law Journal - estate notice publication
D&D Septic
Register of Wills filing fees
The Sentinel - Legal - estate notice publication
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
3,500.00
133.00
690.00
1,740.00
75.00
74.20
25.00
90.59
$ 6,327.79
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1511 EX (Rev. 1-97)
REV- 151Z' EX + (1-97)
COMMQNWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dorothy E. Nau~le SS~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
208-42-5513 11/05/2001
FILE NUMBER
21-02-0187
Include unreimbursed medical expenses,
ITEM
NUMBER DESCRIPTION AMOUNT
Welfare, restitution claim
1
2
3
4
5
6
Department of Public
Erie Insurance Group
PP&L
Shipley Energy
Swaim Health Center
Waste Management
TOTAL (Also enter on line 1'0, Recapitulation)
38,596.16
253.00
197.79
334.26
1,188.25
19.52
40,588.98
(If more space is needed, insert additional sheets of the same size/
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-g7)
, REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Doroth, E. Nau~le SS~) 208-42-5513
NUMBER
II.
SCHEDULE J
BENEFICIARIES
2
11/05/2001
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfem u~er S~. 9116(~(1.Z)]
Dennis E. Naugle
810 N. Middleton Road
Carlisle, PA 17013
Wendy L. Weller
60 Moongale Drive
Carlisle, PA 17013
FILENUMBER
21-02-0187
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
Son
Dau§hter
1/2 remainder
1/2 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
$ 0.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
Copyright (c) Z000 form software only T he Lackner Group, Inc. Form REV-1513 EX m~, .-nm
I, DOROTHY E. NAUGLE, of Penn Township, Cumberland County,
Pennsylvania, declare this to be my last will and testament, and revoke
all wills which I have previously made.
I - I give, devise and bequeath my entire estate, real
and personal, to my husband, Austin E. Naugle, absolutely and in fee
simple if he shall survive me; otherwise I give, devise and bequeath
the same in equal shares to my three children, Dennis E. Naugle, Wendy
Lee Naugle and Jeffrey Lynn Naugle, if living, otherwise to their
surviving issue, per stirpes, absolutely and in fee simple.
II - I appoint Farmers Trust Company of Carlisle, Pennsyl
vania, as guardian of the estate of any beneficiary under the age
of 18 years at +~ ~-- ~
CONDITIONS OF SALE OF REAL ESTATE
THIS PROPERTY IS BEING SOLD WITH RESERVE, AND THE SELLER SHALL
HAVE THE RIGHT TO REJECT ANY AND ALL BIDS FOR ANY REASON, AND
TO WAIVE ANY IRREGULARITIES.
THE PROPERTY IS BEING SOLD BY THE ESTATE OF DOROTHY E. NAUGLE. A
COPY OF THE DEED TO DOROTHY E. NAUGLE IS ATTACHED HERETO.
THE PURCHASER HAS INSPECTED THE PREMISES, OR HAD THE
REASONABLE OPPORTUNITY TO INSPECT IT OR HAVE IT INSPECTED, AND
AGREES TO ACCEPT THIS CONVEYANCE OF THE PREMISES IN AN "AS IS"
CONDITION, INCLUDING MATTERS OF SURVEY, AND THEY HAVE NOT
RELIED UPON ANY REPRESENTATIONS BY EITHER SELLER OR SELLER'S
ATTORNEY, IF ANY, AS TO THE CONDITION OF THE PREMISES OR THE
STATE OF THE TITLE THERETO.
THE HIGHEST BIDDER SHALL BE THE PURCHASER, AND IF ANY DISPUTE
SHALL ARISE BETWEEN TWO OR MORE BIDDERS, THE PROPERTY SHALL
BE IMMEDIATELY WITHDRAWN AND PUT UP AGAIN AT THE AMOUNT OF
THE LAST UNDISPUTED BID. THE SUCCESSFUL PURCHASER SHALL PAY A
DEPOSIT OF FIVE THOUSAND DOLLARS WHICH SHALL BE HELD IN ESCROW
BY THE ESTATE'S ATTORNEY UNTIL THE TIME OF FINAL SETTLEMENT.
FINAL SETTLEMENT SHALL BE HELD WITHIN FORTY-FIVE (45) DAYS OF
TODAY, AND AT THAT TIME, THE BALANCE OF THE PURCHASE PRICE
SHALL BE PAID BY CASH, CERTIFIED CHECK, BANK MONEY ORDER OR
OTHER GUARANTEED FUNDS ACCEPTABLE TO SELLERS AND THEIR
ATTORNEY.
TITLE WILL BE CONVEYED BY A DEED OF SPECIAL WARRANTY, AND THE
TITLE SHALL BE MARKETABLE, FREE AND CLEAR OF ALL ENCUMBRANCES
EXCEPTING EASEMENTS AND CONDITIONS OF RECORD, AND IT SHALL BE
SUCH AS WILL BE INSURED AT REGULAR RATES BY A REPUTABLE TITLE
INSURANCE COMPANY. IF THE SELLER IS UNABLE TO FURNISH A GOOD
AND SUFFICIENT DEED IN FEE SLMPLE, AS DESCRIBED, THE AMOUNT PAID
BY THE PURCHASER WILL BE RETURNED; AND IF THE PURCHASER SHALL
FAIL TO COMPLY WITH THESE CONDITIONS OF SALE, THE AMOUNT PAID
TODAY SHALL BE RETAINED BY THE SELLER AS ASSESSED AND
LIQUIDATED DAMAGES AND THE SELLER MAY PROCEED TO MAKE A
RESALE OF THE PREMISES, AT PRIVATE OR PUBLIC SALE.
REAL ESTATE TAXES SHALL BE PRORATED BETWEEN THE SELLER AND
PURCHASER, COUNTY AND MUNICIPAL TAXES ON A YEARLY BASIS
JANUARY 1 TO JANUARY 1; AND THE SCHOOL TAXES ON A FISCAL YEAR
BASIS FROM JULY 1 TO JULY 1. STATE AND MUNICIPAL REALTY
TRANSFER TAXES SHALL BE DIVIDED EQUALLY BETWEEN THE SELLER
AND THE PURCHASER.
IF THE PROPERTY IS SOLD, SIGN THE AGREEMENTS AND PAY THE
DEPOSIT IMMEDIATELY AFTER THE SALE.
9. REPEAT - - SALE IS WITH RESERVE
AGREEMENT OF SALE FOR REAL ESTATE
THIS AGREEMENT, made this ~a/~~m day of July , 2002, by and between
W ' Nau '
endy Weller, Executrix of, ~1~. state of Dorothy E..-- gle, hereinafter call~id SELLE/I~, and
~ 0~, I 70 13 hereinafter collectively called PURCHASER. WlTNESSETH:
1. SELLER agrees to sell and convey to PURCHASER, and PURCHASER agrees
to purchase and accept the conveyance of 2621 Walnut Bottom Road, Penn Township
Cumberland County, Pennsylvania. Said tract is more particularly described in a Deed, a copy of
which is being furnished to PURCHASER, incorporated herein by reference and made part~
hereof, by which the SELLER acquired the said premises, recorded in Cumberland County. ,.. D [o
2. PURCHASER agrees to pay the sum of ~,w'r',~AJ~o 1~,~.~,o( x,grJd}.~'~
61,,,,a ~'~'°/o.~ Dollars ($ ~'? ~o .o-~) for said property in the
following manner: Five Thousand and 00/100 dollars at the time of the execution of this
Agreement, receipt oJ~aid st/tn being hereby,ackn.9,~qledged by SELLER, and the balance of
~(~,~j'- l~{~ ~~*'-o Y~]Dollars in cash within forty-five (45)days
of this Agreement. The down payment shall be held in escrow by SELLER s attorney, IRWIN,
McKNIGHT & HUGHES, until settlement.
3. Settlement shall be held within forty-five (45) days of the date of this A~eement,
and it shall be held in the offices of IRWIN, McKNIGHT & HUGHES, Attorneys-at-Law, 60
West Pomfret Street, Carlisle, Pennsylvania, unless otherwise mutually agreed to between the
parties. At settlement, SELLER shall convey good and marketable title in fee simple, such as
will be insured by a reputable title insurance company at standard rates, by special warranty
deed, free and clear of all encumbrances except easements or restrictions, visible or of record.
3
4. The SELLER agrees to retain all liability for loss, damage or destruction of the
property, including all fixtures and improvements thereon, if applicable, from the time of the
signing of this Agreement until closing, and hereby voluntarily waives all rights and privileges,
both expressed and implied, which may otherwise be available to SELLER under the doctrine of
equitable conversion.
5. At settlement, ail realty transfer taxes shall be divided equally between the parties.
6. Real estate taxes shall be prorated to the date of settlement in the customary
manner, with all prior taxes being paid in full by SELLER and all subsequent taxes being the
responsibility of PURCHASER. County, borough/township and library taxes shall be prorated
on a calendar-year basis, and school taxes on a fiscal-year basis. Water and sewer charges, if
any, shall also be prorated to the date of settlement.
7. Possession of said premises shall be delivered to PURCHASER at the time of
settlement; and until said time of said settlement, SELLER agrees that the said premises shall
remain in substantially the same condition as at the time of the execution of this Agreement,
reasonable wear and tear excepted. Should said premises not be in such condition,
PURCHASER may declare this Agreement null and void and the obligations of the parties
hereunder shall cease and terminate.
8 SELLER is not aware of any municipal assessments or charges currently levied or
about to be levied against said premises.
9 The PURCHASER has had the opportunity to inspect the premises prior to
executing this Agreement of Sale.
10. The interest of the PURCHASER in this Agreement shall not be assignable in
whole or in part without the prior written consent of the SELLER.
11. The SELLER shall not be responsible for any points or any other closing costs
with regard to any FHA, FmHA or VA mortgages.
12. The PURCHASER shall be responsible for the arrangement of and the payment
for any and all inspections required by the PURCHASER'S lending institution or any other
inspections of the property as desired by PURCHASER in contemplation of this transaction.
In the event that the results of any inspections which are required by the PURCHASER'S
lending institution are not within industry standard levels of acceptability and require
remediation, such remediation shall be conducted by a qualified professional acceptable to the
SELLER, however, the PURCHASER shall be responsible for the arrangement of and payment
for remediation which may be warranted pursuant to the terms of this paragraph.
13. Should the PURCHASER fail to make settlement for the property as herein
provided, the amount paid down as hand money, to wit: $5,000.00; may be retained by the
SELLER as liquidated damages. Should the SELLER fail or refuse to convey as herein provided
through no fault of PURCHASER, the PURCHASER may require the return of the hand money
paid and reasonable title examination expenses actually incurred by the PURCHASER.
14. The PURCHASER hereby waives the formal tender of the deed if the monies due
hereunder are not paid as agreed upon herein.
15. The PURCHASER has inspected the premises, or had the reasonable
opportunity to inspect it or have it inspected, and he agrees to accept this conveyance of the
premises in an "as is" condition, including matters of survey, and they have not relied
upon any representations by either SELLER or SELLER's attorney, if any, as to the
condition of the premises or the state of the title thereto.
16. This Agreement has been executed in the Commonwealth of Pennsylvania and
shall be construed and interpreted in accordance with the laws of this Commonwealth.
17. This Agreement together with the Exhibits attached hereto constitutes the entire
agreement between the parties with respect to the property, and there are no agreements,
representations or warranties, oral or written, which have not been incorporated herein. This
A~eement shall not be amended, modified, altered or rescinded or any rights or remedies
hereunder waived, except in writing signed by the parties hereto.
IN WITNESS WHEREOF, AND INTENDING TO BE BOUND LEGALLY HEREBY,
the parties have hereunto set their hands and seals the day and date first above written.
WITNESS:_
ESTATE OF DOROTHY E. NAUGLE
Wendy Weller, Executr~
SELLER
BUYER
BUYER
6
BRICKERS AUCTION
Buy & Sell on Commission - Complete Sale Service
93 Texaco Rd., Mechanicsburg, PA 17055 766-5785
Personal Property o,~)~T~//~O,~ ~'~h/--~
Address
Sold At Public Sale/~/(~. ,~//~' 2~_~ 20 ~ ~
Outstanding
Total Sale
Total Checks
Total Cash
Cash After Payout
Expenses
Auctioneer & Clerks
Adv. Cost
Property Fee
Sale Setup or Help
Total Expenses
Thank You For Selecting Chuck Bricker, Auctioneer & Staff
January9,2002
dAN 1 4 2002
Estate Search
The Estate of:
Date of Death (D.O.D.)
DOROTHY E NAUGLE
11/5/2001
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
IRWIN, McKNIGHT & flLiGH[S
Account Account Number Account Title
Type
CHK
787965
OPENED 10/73
INT RATE 0%
Opening Branch
DOROTHY E NAUGLE 4334
D.O.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$683.79 $.00
Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
No Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
Authorized Signature
DATE:
Manufacturers and Traders Trust Company · 1100 Wehrle Drive, RO. Box 767, Buffalo, NY 14240-0767
IRWIN MCKNIGHT & HUGHES
MARCUS A MCKNIGHT III ESQUIRE
WEST POMFRET PROF BLDG
60 WEST POMFRET ST
CARLISLE PA 17013-3222
COMMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
December 28, 2001
Re: DOROTHY NAUGLE
CIS #: 270132213
SSN: 208-42-5513
Date of Death: 11/05/2001
Dear Attorney McKnight:
Please be advised that the Department of Public Welfare maintains a
claim in the amount of $38,596.16 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $17,013.93, was incurred
during the last six months of the decedent's life; therefore, it is a Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely $21,582.23, is
to be entered as a priority Class 6 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
Sincerely,
Donna M. Fries
Claims Investigation Agent
717-772-6612
717-705-8150 FA~
Enclosure
BUR,EAU OF ZNDZVZDUAL TAXES
XNHERZTAHCE TAX DTV/SZON
DEPT. 280601
HARRISBURG, PA 17128-060!
MARCUS A NCKNIGHT ESQ
IRWTN ETAL
60 W PONFRET ST
CARLISLE PA 17015
COMMONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 09-16-2002
ESTATE OF NAUGLE
DATE OF DEATH 11-05-2001
FiLE NUMBER 21 02-0187
COUNTY CUMBERLAND
ACN 101
Amoun~ Remitted
REV-1547 EX &FP (01-0~)
DOROTHY E
HAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGTSTER OF NTLLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17013
CUT ALONG THiS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP [01-02) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF NAUGLE DOROTHY E FZLE NO. 21 02-0187 ACN 101 DATE 09-16-2002
TAX RETURN gAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATION CONCERNING FUTURE iNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership interest (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
S'. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expansas/Adm. Costs/M/sc. Expenses (Schedule H) (9).
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10)
11. Tote1 Deduct/ohs
12. Met Value of Tax Return
69~000.00
O0
O0
O0
6~376.79
O0
O0
(8)
6,327.79
NOTE: To insure proper
credit to your account,
submit the upper portion
of th/s form w/th your
tax payment.
13.
lq.
NOTE:
75,576.79
~ ~ ZF PAiD AFTER DATE iNDiCATED, SEE REVERSE
~OR~CALCULATZON OF ADDZTZONAL iNTEREST.
?
ASSESSMENT OF TAX:
15. Amount of L/ne lq at Spousal rate
16. Amount of Line Xq taxable at L/heal/Class A rate
17. Amount of L/ne lq at Sibling rata
18. Amount of L/ne 1~ taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDXTS:
PAYMENT RECETpT D'rsCOUNT ( ,.I. )
DATE NUMBER XNTEREST/PEN PAXD (-)
08-05-2002 CDOO1q78 . O0
(151 .00 X O0 = .00
(161 28,q60.02 x Oq5= 1,280.70
(171 .00 x 12 = .00
(181 .00 x 15 = .00
(19)= 1,280.70
AMOUNT PAiD
1,280.70
reflect figures that include the total of ALL returns assessed to date.
TOTAL TAX CREDZT[
BALANCE OF TAX DUE
iNTEREST AND PEN.
TOTAL DUE
1,280.70
.00
.00
.00
( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT XS REeUZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SZDE OF THiS FORM FOR ZNSTRUCTZONS.)
Charitable/Governmental Bequests; Non-eXacted 9115 Trusts (Schedule J) (13) . O0
Net Value of Estate Subject to Tax (lq) 28,q, 60.02
Z'~ an assessment was /ssued prev/ously, 1/nas lq, 15 and/er 16, 17, 18 and 19 N111
~0,588.98
(11) 66.916.77
(12) Z8,q60.OZ
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND
OBJECTIONS:
ADHZN-
[STRAT/VE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collataral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Coeeonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class D (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit .ith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGZSTER OF NZLLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, say be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office
of the Register of Mills, any of tho Z5 Revenue District Offices, or by calling tho special lq-hour
answering service for fores ordering: 1-800-562-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-4qT-30ZO (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--eritten protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-10Z1,
--election to have tho setter determined at audit of the account of the personal representative, OR
--appeal to tho Orphans' Court.
OR
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-650S. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after tho docodont's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z 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. This non-participation
penalty is appealable in tho same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of
death, to tho date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calcuIated at a daily rate of .000164. AI! taxes ehich became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through gooz are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
198Z 20Z .000548 1992 9Z .0OOZ~,7
1985 16Z .000q58 1993-1994 7Z . O0019Z
1984 llZ .000501 1995-1998 9Z . O00Z~7
1985 152 .000356 1999 7Z .000192
1986 107. .000Z74 ZOO0 8Z .000Z19
1987 97. .000Z47 ZOOX 9Z . O00Z~7
1988-1991 llZ .000501 200Z 6Z .00016¢
--Interest is calculated es fellows:
TNTERBST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DAXLY TNTEREST FACTOR
--Any Notice issued after the tax becomes deXinquent will refXect an interest caXcuXation to fifteen (1S) days
beyond the date of the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must bo calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
DOROTHY E. NAUGLE
Date of Death:
November 5,2001
No. 21-02-0187
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: X Yes __ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X 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? X Yes No
Date:
d. Copies of receipts, releases, joinders and approvals of/fOrmal or informal
accounts may be filed with the Cler~ of Orphg~jf Cour3~d may be
attached to this report. J/~--x // / /r
--
/,.%
IR¥~IN, McKNIGHT & HUGHES
Marcus A. McKnight III, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
:- t~apaclty:
X
Personal Representative
Counsel for Personal Representative