HomeMy WebLinkAbout04-0623 PETITION FOR PROBATE and
also known as
_, Deceased.
Social Security No. ,~, c~ o - f~ ~ ~ ~/ 0 [
GRANT OF LETTERS
No. ~--} -- Ok~
To:
Register of Wills for the
County of
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut~ K
in the last will of the above decedent, dated
and codicil(s) dated
in the
named
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
tt ~-~ last family or principal ~sidence at \\
(list street, number and muncipality)
Decendent, then ~0 I years of age, died
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:
County, Pennsylvania, with
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: \\c~ ~-W'O~-~xorc ~ ~.
$
$
$
$
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
tative(s) of the above decedent petitioner(s) will
Sworn to or affiLq~_d and subscribed
before~m~ this k~.pTr~ day of
eiid3r
well and truly administer ~the estate according to law.
,.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
INVENTORY
, Deceased
No.21 04 0623
Date of Death 6/18/2004
Social Security No. 220-38-2101
Estate of E. Dianne Olson
also known as Eva Dianne Olson
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. I/We
verify that the statements made in this inventory are true and correct. I/We 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: Jill M. Wineka, Esquire
I.D. No.: 58802
~A~oX.~~
Sharon K. Kelly
Dated \ l\ S E ~() S-
Address: 1719 North Front Street
Harrisburg,
Telephone: (717) 234-4178
PA 17102
Description
110 Juniper Drive, Mecl1anicsburg, Cumberland County, PA 17055.
The Decedent owned the above real estate as tenants in common
with Sharon Kay Kelly. The total value was $148,000.00
Value
74,000.00
Prudential Mutual Fund - Nicholas Apple Growth Equity CIA Fund,
154.384 shares @ $8.49 per share.
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UBS Financial Services, Inc. - International Steel Group, Inc., 300
shares @ $30.00 per share.
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Sovereign Bank f/k/a Waypoint Bank, 100 shares @ $26.52 per share.
.j:"" 2,652.00'~
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Sovereign Bank f/k/a Waypoint Bank Checking Acct. No. 1681726874
59,273.89
Total
(Attach Additional Sheets if necessary)
199,900.09
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
Continuation of Inventory
E. Dianne Olson
21
04
0623
PaQe 1
Description of Inventory
Description
Sovereign Bank f/k/a Waypoint Bank Certificate of Deposit
No. 1685478529
Value
50,094.48
Refund from the United States Treasury
1,407.00
1998 Kia Sephia, VIN No. KNAFB121XW5731558
2,162.00
Subtotal $
53,663.48
199,900.09
Grand Total $
~
REV-1500 EX + (6-00)
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 -04 0 6 2 3
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OLSON Eva Dianne
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
SOCIAL SECURITY NUMBER
2 20- 3 8 - 2 1 0 1
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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06/18/2004 12/11/1942
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[X] 1. Original Return
D 4. Limited Estate
[X] 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (AttachcopyofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D 3. Remainder Return (date of death prior 10 12-13-82)
D 5. Federal Estate Tax Return Required
Q.. 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Jill M. Wineka, Es uire
FiRM NAME (If Applicable)
Purcell Kru & Haller 1719 North Front Street
TELEPHONE NUMBER
717 234-4178 Harrisbur 17102
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(2)
(3)
(4)
(5)
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule 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 Property (Schedule F) (6)
D Separate Billing Requested
74,000.00 .-")
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12,962.72
OFFI~If4- USE ONLYO
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112,937.37
co
0.00 X _(15) 0.00
29,596.12 X .045 (16) 1 ,331.83
0.00 X .12 (17) 0.00
249,555.90 X .15 (18) 37,433.39
(19) 38,765.22
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. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at 1tle spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
150,318.67
16. Amount of Line 14 taxable at lineal rate
(8)
350,218.76
17. Amount of Line 14 taxable at sibling rate
21,531.17
49,535.57
(11)
(12)
(13)
71,066.74
279,152.02
18. Amount of Line 14 taxable at collateral rate
(14)
279,152.02
19. Tax Due
20. ~
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Oecedent's Com lete Address:
STREET ADDRESS
110 Juni er Drive
CITY
Mechanicsburg,
STATE
PA
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
38,765.22
0.00
40.000.00
1.938.26
Total Credits (A + B + C)
(2)
41 ,938.26
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
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. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
3,173.04
0.00
0.00
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and : Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 00
3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
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 O~!E8S0N RESPO~~LE FOR FILlN~ ~TURN DATE
f~' .' :---. J/Jtv I
ADDRESS Sharon K. Kelly, 110 Juniper rive,
MechanicsburQ, PA
SIGNATURE OF ARER OTHER THAN REPR ENTATIVE
,f.
M. Wineka, Esq., 1719 North Front Street,
rrisburQ,
PA 17102
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
LAST WILL AND TEST AMENT
OF
E. DIANNE OLSON
I, E. DIANNE OLSON, a resident of Cumberland County, Pennsylvania, being of sound
mind and disposing memory, do hereby make, publish fu'1d declare this my Last Will and
Testament, hereby revoking any and all other Wills and Codicils thereto by me at any time
heretofore made.
I.
I direct my Personal Representative to pay all debts which I am legally obligated to pay at the
time of my death, my funeral expenses and costs of administration of my estate as soon as
practicable after my death.
ll.
I devise such items of tangible personal property to those persons designated in a separate
writing in existence at the time of my death which is signed by me and which describes the items
and the devisees with reasonable certainty. To the extent that said separate writing shall fail to
dispose of my tangible personal property, then I specifically devise all of my personal and
~ household goods aw effects and all other tangible personal property owned by me ~; ;r;ime of
Death to the ~OCABLE TRUST OF E. DIANNE OLSON DATED this C" l'!:::eay of
~~ ,2002, as may be amended. .
ID.
I hereby apppint as Personal Representative SHARON K. KELLY, if she is ~ing as
~LE TRUST OF E. DIANNE OLSON DATED this !l1'l"-Bay of
, . , 2002, as may be amended. In the event of the ~pacity,
resignation or discharge of SHARON K. KELLY, then BRIAN D. OLSON shall serve as
Alternate Personal Representative. I further expressly direct that my Personal Representative shall
have the same powers as have been granted to the Trustee under said Revocable Trust.
IV.
It is my intention that the Probate Court shall not continue the administration of this
estate after the payment or delivery of the assets to said Trustee, and that the Court shall proceed
to a final settlement and order the property to be turned over to the Trustee as soon as possible.
If, at the time for my Personal Representative to make distribution to said Trustee, any Trust
beneficiary is then entitled to distribution of Trust assets, my Personal Representative may make
distribution directly to such beneficiary.
V. /J
I give and d.evis:) >>p Tru. stee und~e REVOC1\1)LE TRUST <?~ ..E. .D~
OLSON DATED thiS ~ 713:::-- day of ~ /YA~---, 2002 the entire reSidue
of my estate (including all failed and lapsed 16gacies but excluding any property over ~ich I
may now or hereafter have a power of appointment) to be administered and distributed by the
Trustee in accordance with the terms of said Revocable Trust, as may be amended. e:
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IN WITNESS WHEREOF, I sign, seal, publish and declare this instrument to be my
Last)Y~ ..,and Testament~\ the_ presen~e/,,3f the persons witnessing it at my request this
P' I....b- day of I _~/!"J;-I!...___ , 2002, at Cumberland County,
Pennsy vania. d
~
E. DIANNE OLSON
, ~~- -- ....-
/~~--- ~~:~ -~'''_ ._~~_ ~ -i~ '--
The above and foregoing instrument was signed, sealed, published and declared by the
Testator as and for. her Last Wi5tland estament in our presence; and we, at her request and in her
p~~~ and in the~sence of ea . other, have subscribed our names as witnesses thereto, this
:fl ? f..;>-day 0:1) r?./JV~'. -- , 2002.
~-1~ ?$A;kOA~
~C~~ ~\;,.~
, Cumberland County, Pennsylvania
, Cumberland County, Pennsylvania
STATE OF PENNSYLVANIA
COUNTYOFCUMrnERLAND
I We,E D~OLSON, ~fd hi~~ and
, . ~..c-' / ;; _ ,.j/~ ~J. the Testator and the witnesses, respectively, whose
ames are signed to t e foregoing instrument, being first duly sworn, do hereby declare to the
undersigned officer that the Testator signed voluntarily and that each of the witnesses present, in
the presence of the Testator, and in the presence of each other, signed the Will as witnesses, and
that to the best of the knowledge of each of the witnesses, the Testator was at that time over the
age of 18 years, of sound mind and under no constraint or undue influence.
a~~
c0~~~
E. DIANNE OLSON
~ ~ ;'h A. .JCumberland County, Pennsylvania
RC)J.~ ~ \.~, Cumberland County, Pennsylvania
fore me, by ':E. D~. OLSON,
"'~~ /) fu ~_ f,s ,
? n' 2002.
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~ THIS ~CLARATION OF TRUST executed this ~ay of
c..UJ,?/f?A~_ ,2002, by E. DIANNE OLSON, a resident of Cumberland. County,
REVOCABLE TRUST
OF
E. DIANNE OLSON
Pennsylvania hereinafter referred to as either "Trustee" or "Grantor" according to the context and
capacity in which she is acting.
WITNESSETH
The Grantor does hereby transfer and deliver unto the Trustee the securities and
properties listed on Schedule "A" attached hereto and made a part hereof, to have and to hold the
same in trust, nevertheless for the following uses and purposes and subject to the terms,
conditions and powers hereinafter set forth:
ARTICLE I.
POWERS OF TRUSTEE
A. The Trustee shall have the following powers to be exercised in her discretion:
1. To retain any property transferred to the Trustee.
2. To invest and reinvest the Trust assets in any property or undivided
interests therein, wherever located, including bonds, notes, stocks of corporations, real estate or
any interest therein and interest in trust, including common trust funds, without being limited by
any statute or law concerning investments by the Trustee.
3. To sell any trust property, for cash or on credit, at public or private sale;
to exchange any trust property for other property; to grant options to purchase or acquire any trust
property; and to determine the prices and terms of sales, exchanges and options.
4. To execute leases and subleases, even though such terms may extend
beyond the termination of the Trust; to subdivide or improve real estate and raze or alter
improvements; to grant easements; to give consents and make contracts relating to real estate; and
to release or dedicate any interest in real estate.
..
5. To borrow money and to mortgage or pledge any trust property.
6. To take any action with respect to conserving or increasing upon the
value of any trust property; and with respect to foreclosures or reorganizations, abandon demands
for or against the Trust, wherever situated; and to execute contracts, notes, conveyances and other
instruments, including instruments containing covenants and warranties binding upon and
creating a charge against the Trust, and containing provisions excluding personal liability.
7. To keep any property in the name of a nominee with or without
disclosure of any fiduciary relationship.
8. To employ agents, attorneys, accountants, investment advisors, auditors,
depositories and proxies, with or without discretionary powers.
9. To receive additional property from any source, including the proceeds
of any life insurance policies, and add it to and co-mingle it with the Trust assets.
10. To enter into any transaction authorized by this article with the trustee or
legal representative of any other trust or estate in which any beneficiary hereunder has any
beneficial interest, even though any such trustee or legal representative is also a trustee hereunder.
11. To make any distribution or division of the trust property in cash or in
kind or both, and to allot different kinds or disproportionate shares of property or undivided
interest in the property among the beneficiaries or portions; and to determine the value of any
such property, and to continue to exercise any powers and discretion herein given for a reasonable
period after the termination of the Trust, but only for as long as no rule of law relating to
perpetuities would be violated.
12. To buy, sell and trade in securities of any nature, including short sales,
on a margin, and for such purposes may maintain and operate margin or other accounts with
brokers, and may pledge any securities held or purchased by them with such brokers as security
for loans and advances made to the Trustee.
2
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13. To pay over to the Grantor such sums from the principal or corpus of the
trust property as the Trustee may deem necessary for her needs, if in the judgment of the Trustee
the income from the trust property is insufficient for such needs. When the Trustee, or the
Successor Trustee, exercises discretion hereunder, it shall not be necessary for the Trustee, or the
Successor Trustee, to inquire as to any other income or property of the person for whom such
principal is to be used. Any decision of the Trustee, or the Successor Trustee, with respect to the
exercise of said discretionary powers made in good faith shall fully protect the Trustee, or the
Successor Trustee, and shall be binding and conclusive upon all persons interested in this Trust.
B. To the extent that any such requirements can be legally waived, no Trustee shall
ever be required to give any bond as Trustee, or in the absence of breach of trust, account to any
court or obtain the order of approval of any court in the exercise of any power or discretion herein
given. No person paying money or delivering any property to the Trustee shall be required to see
to its application.
C. At any time that the Trustee(s), Co-Trustees or the Successor Trustee(s) are
acting as Trustee hereunder, the signature of one of the Trustees, Co-Trustees or Successor
Trustees shall be sufficient to execute proxies or powers of attorney to vote any securities or
represent the Trustee as holder or owner of any securities or other assets, to execute stock powers
or other endorsements of securities or any other negotiable instruments, registered, issued or
drawn in the name or to the order of the Trustee for the purpose of effecting assignment, transfer
or delivery thereof, and to sign checks or orders to pay on deposits, accounts or credit balances of
the Trust with any bank, banker, broker or trust company. Any such proxies, powers,
endorsements, checks or orders shall be valid when signed by one of the Trustees or one of the
Successor Trustees unless otherwise specifically provided herein.
3
ARTICLE II.
RIGHT TO REVOKE OR AMEND AND TO ADD PROPERTY
The Grantor hereby reserves the power to revoke or amend this Trust Agreement in
whole or in part by an instrument in writing executed by her and delivered to the Trustee. The
Grantor further reserves the power at any time and from time to time to add cash, securities or
other property to the principal of the Trust herein created by deed, gift or will. Any such
additions to the Trust shall be held, administered and distributed by the Trustee as an integral part
of the principal thereof in accordance with all the terms and conditions of this Trust Agreement.
ARTICLE III.
DISTRIBUTION OF INCOME AND PRINCIPAL DURING LIFETIME
A. During the lifetime of the Grantor, the entire net income or principal of the Trust
shaH be distributed for the maintenance, education, comfort, support and/or medical care of
Grantor.
B. At the Grantor's request, or if the Grantor should become disabled or
incapacitated, the Trustee, or the Successor Trustee, is hereby authorized and directed to expend
as much of the income and/or principal as the Trustee of this Trust deems necessary and proper to
provide for Grantor's maintenance, education, comfort, support, and/or medical care.
C. In the event of disability or incapacity on Grantor's part, the Trustee, or the
Successor Trustee, is further authorized to supervise the preparation of Grantor's tax returns and
to assist in any or all of Grantor's financial affairs.
4
No. Or- 06-
Estate Of ~ '~,c. ~__CX~c~ ¢~ ua ~ ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ,~/C*;~ ~ I~ I9~C~, in consideration of the petition on
the reverse side her~f, sati~Jtactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated [ ~ - ~-7Cy'B'2-
described therein be admitted to~ of record as t~__~Lwill of
and Letters ~~ ~,~c~_,,._~
are hereby granted to ~'~:x,~ ~'~ ~ I~c~''
FEES
Probate, Letters, Etc ..........
Short Certificates{-~) .......... $
$1~. 0~,,
TOT4L $
Filed ....~.. :..(-q. · 7..0...~. ..................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local 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
P 10330457
No.
2/87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Local Registrar
JUN 2 0 2004
Date
" Eva Dianne Olson ~.female 3.220 -- 38 -- 2101 "
AGE (tas~ 8~rthOay) UNDER 1 YEAR UNDER 10~' D DATE ~ ~RTH 8~ tC,~ ar~ ~ .
~. 61 ~. I I ecember 11, ot.~:
~,~o~. : ; ~. 1942 ~.Houston, TX ,~,~,~ ~,,.~ ~ ~ ,.~
~. Dauphin ~. Harrisburg ~ Harrisburg Hospital ~ ...... ~"~. ~- ~,~ white
~CE~'S USUAL ~CUP~ [ KIND ~ ~SlNES~INDUSTRY ' ~S ~CE~.I EVEa 1. ~CEDE.rs EDUCATION ~
~tu~ ,,..s~,. Pennsylvania ~ .,.~ ~.~ Upper Allen
110 Juniper Drive ~s,m~ ~
,~echanicsbur~, PA 17055
~.~,s ~ ~. u~.. t..~ ' m' ~ Cumb e r 1 an d ~** ~, ~ ~
,,. John William Harboldt ~om~'s~a~r,~.u,~.u~,,~.}
,~*'s~ta~,,~,} ,,. Emm~ Jeanne Dawson
~. Sharon K. Kelly
~ ~m~m.r~ .................. a~. 110 Juniper Drive~ Mechanicsburg, PA 17055
i;~.~u ~ ~[,,~.June 22, 2004 ,,~oodla~ Memorial Gardens [Lower Paxton ~ PA 1 09
~:i~N~~R~EL~NSEEORPER~ACTi~SUCH iLiCENSENUM.~. · I~1~' P., 71
~. r~ ~ .I~. . I ~" INAMEANDA~OL~ Partho
' ~r~-~~ - ~;;~ FD 012 u/'~ ~ I ...... ~o~e e. ~ u~ inc.
~'~'~"~ ~,~..~m~.~,,~,,~.,,~.,,.. ~- . ~.o .~ I~..r.U. ~OX 431, New Cumberland PA 17070~0
.... ~ ..... / / ~' /1 I /] __'~ "'~" ~ , / ~8eFERRED~ME~RLE~MINE~R?
~ ~ e~ DUE ~ (~ A CONSEQUENCE ~:
.................... ~SIGNATUR llTt CERTIFI
"P~U~I~ ~O CERTJFYI~ PHYSICIAN {~,ao ~ p~r~,ng oealh and c~,fy~ I0 cau~ of oea~l LICENS ~Jg~
NAME ~O ADDRESS ~ PERSON ~HO C~pE~ED CAU~ ~ ~H
'MEDIAL ~AMINERICORONER [ltm ~YJ Ty~ ~ P~im ~ ~ ~ i
'" ' ...............................................................................
LAST WILL AND TESTAMENT
OF
E. DIANNE OLSON
~t - 04- - ~a3
I, E. DIANNE OLSON, a resident of Cumberland County, Pennsylvania, being of sound
mind and disposing memory, do hereby make, publish and declare this my Last Will and
Testament, hereby revoking any and ali other Wills and Codicils thereto by me at any time
heretofore made.
I direct my Personal Representative to pay all debts which I am legally obligated to pay at the
time of my death, my funeral expenses and costs of administration of my estate as soon as
practicable after my death.
II.
I devise such items of tangible personal property to those persons designated in a separate
writing in existence at the time of my death which is signed by me and which describes the items
and the devisees with reasonable certainty. To the extent that said separate writing shall fail to
dispose of my tangible personal property, then I specifically devise all of my personal and
household goods a0g effects and all other tangible personal property owned by me ~a$ t~, ~me of
~'mv death to the I~E~OCABLE TRUST OF E. DIANNE OLSON DATED this ~)////--~lay of
/x,,~ ~-'r~~ ,2002, as may be amended.
III.
I hereby apj~oint as Personal Representative SHARON K. KELLY, if she is ,~aT~ing as
T~ee of the ~IE/~/I~)CABLE TRUST OF E. DIANNE OLSON DATED this ~ ~ £ ~a~ of
~ , 002, as may be amended. In the event of the c~eath, incapacity,
res~ation or discharge of SHARON K. KELLY, then BRIAN D. OLSON shall serve as
Alternate Personal Representative. I further expressly direct that my Personal Representative shall
have the same powers as have been granted to the Trustee under said Revocable Trust.
IV.
It is my intention that the Probate Court shall not continue the administration of this
estate after the payment or delivery of the assets to said Trustee, and that the Court shall proceed
to a final settlement and order the property to be turned over to the Trustee as soon as possible.
If, at the time for my Personal Representative to make distribution to said Trustee, any Trust
beneficiary is then entitled to distribution of Trust assets, my Personal Representative may make
distribution directly to such beneficiary.
Ve
I give and devise tj;),~rustee und4K, the REVOCA,~E TRUST OF E. DIANNE
OLSON DATED this Ffic ~' r_.~ day of /'~ ~v ~2~Y/-e4__~-, 2002 he-entire residue
of my estate (including all hiled and lapsed l~s but excluding any prope~, over ~ich I
may now or hereafter have a power of appointment) to be administered and dis~ibute~-6y the
Trustee in accordance with the te~s of said Revocable Trust, as may be amended, c
IN WITNESS WHEREOF, I sign, seal, publish and declare this instrument to be my
Last ),Vil$~nd Testament ~"ilNthe presence/~f the persons witnessing it at my request this
Pe~n/~.qv/v~aZ day of ,_]~~ , 2002, at Cumberland
County,
E. DIANNE OLSON
The above and foregoing instrument was signed, sealed, published and declared by the
Testator as and for her Last Will and Testament in our presence; and we, at her request and in her
pre~eg, cg and in the ~esence of eagle/other, have subscribed our names as witnesses thereto, this
~..ff ;/~day o f ./~ ~2..~t~ ,2002.
~,'Z4 ~¢~;~ ~t'~.~J~j~ o~.t_,J , Cumberland County, Pennsylvania
~~ ~x~ ~~ ,Cumberland County, Pennsylvania
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
~'.o~ /.~O_ ,-.,l~,~/'-/.c , the Testator and the witnesses, respectively, whose
ffa~es are signed to t~for~g°ing'instrument, being first duly sworn, do hereby declare to the
undersigned officer that the Testator signed voluntarily and that each of the witnesses present, in
the presence of the Testator, and in the presence of each other, signed the Will as witnesses, and
that to the best of the knowledge of each of the witnesses, the Testator was at that time over the
age of 18 years, of sound mind and under no cons~aint or undue influence.
E. "IANNE OriSON
~ ~~ JCumberland Count, Pennsylvania
~~ ~~,, Cumberland CounW, Pennsylvania
~,7/ Subscr~ed a~ acknowledged '~fore me by ~. D~E OLSON,
to me personally known, this ff'~ay of /~ ~ ~ 2002
Nota~ Puglic ~ '
My Commission Expires:
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
GOODM3~NMINDY S
2080 LINGLESTOWN ROAD
HARRISBURG, PA 17110
RE: Estate of OLSON E DIANNE
File Number: 2004-00623
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPH3~NS' 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/16/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Personal Representative(s)
Judge
GLENDA FARNER STR3~SBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 10/05/2004
KELLY SHARON K
110 JI/NIPER DR
MECHANICSBURG, PA 17055
RE: Estate of OLSON E DIANNE
File Number: 2004-00623
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 10/16/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
JRD/June 30, 1992/17858
In Re: Estate ofE. Dianne Olson
Late of Upper Allen Township
Estate No.: 21-04-623
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2004-0623
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: Sharon K. Kelly
Counsel for Personal Representative:
Date of Grant of Original Letters: 07-06-2004
Date of Delinquency Notice: 10-16-2004
The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, 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 Clerk of the Orphans' Court on October
16, 2004, 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: 11-08-2004
Distribution:
Glenda Farner Strasb,aug'h
Clerk of the Orphans Court
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is
filed prior to the hearing date, the hearing will automatically b ,}~11 .
Geo~e ~l~of~r, ~.J.' ' I
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Admin. No.
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 ~.~ ? ~-'~' ~' ~ :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Capacity: ~( Personal Representative
Counsel for personal representative
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA .
ORPHANS COURT DIVISION
NO. 21-03-0623
IN RE: ESTATE OF WALTER L. REINECKER,
LATE OF UPPER ALLEN TOWNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA
n
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<.:Q
-';i'~ ~:]
C"
PRAECIPE
FOR WITHDRA WL OF APPEARANCE
,
__oj
To: The Register of Wills and Clerk of the Orphans Court,
,...,
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N
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Please withdraw my appearance on behalf ofthe Estate of Walter L. Reinecker effective as of
October 13, 2003, the date I was formally discharged by the Executor by the attached Confidential
Information Release - Client Authorization and letter from Wendy Weikal-Beauchat, Esquire dated
October 20,2003.
January IS, 200S
~"< ~~~v
William L. Sunday /
Attorney for the Estate of Walter L. Reinecker
'J'
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Confidential Information Release -
Client Authorization
TO:
William L. Sunday, Esq.
39 W. Main Street
Mechanicsburg, P A 17055
And
The Law Firm of Beauchat & Beauchat
Wendy Weikal-Beauchat, Esq.
This serves as authorization for the exchange of information between the
law firm of Beauchat & Beauchat, and/or any representative thereof, and my
father's former attorney, William L. Sunday, Esq., and/or any representative
thereof, including all documentation which may be requested by the Law firm of
Beauchat & Beauchat pertaining to my father's estate, his estate planning, and/or
services which were previously rendered by William L. Sunday, Esq., and/or any
representative thereof. Further, I allow either party to examine or photocopy any
records that may pertain to my father's estate, his estate planning and/or services
rendered.
It is my specific request that William L. Sunday, Esq. release the entire
and complete copy of my father's estate administration file and forward it to
Beauchat & Beauchat, as I have appointed them counsel for my father's
estate.
I hereby agree that a photocopy and/or facsimile copy of this record may
serve as an original.
dJ;jf 1,1 ,1p03
Date
~,?L-
Executor a/the Estate a/Walter Reinecker
/!"'-..
~:r 1~/e/03
BEAUCHAT aBEAUCHAT
ATIORNEYS AT LAW
63 West High Street
Gettysburg, Pennsylvania 17325
Telephone 717-334.4515
facsim,le 717.337.2009
E-mail wbeoLlchat@eorthlink.ner
Mark D. Beauchat, Esq.
Wendy Weikal-Beauchat, Esq.
October 20, 2003
Via Certified Mail
Restricted Delivery
Return Receipt Requested
William L. Sunday, Esq.
39 W. Main Street
Mechanicsburg, PA 17055
/
Re: The Estate of Waiter Reinecker
Dear Mr. Sunday:
I was recently contacted by Gregory Reinecker, the executor of the above referenced
estate. Mr. Reinecker has requested my assistance with the administration of the estate.
Therefore, we respectfully request that your office provide us with the following:
* A copy of the Last Will and Testament
*a copy of the monthly bank statements from the commencement of the estate account
* Any and all bills and/or invoices which you have received to date for the estate
*Ifnot already stated, any and all additional information you may have in your file which
will be necessary to fully administer the estate of Walter Reinecker
For your convenience and future reference, I have enclosed a photocopy of the
authorization which my client executed permitting the release of the information to my office.
Thank you in advance for your cooperation. As always, should you have any questions
or concerns, please contact me.
Sincerely,
BEAUCHAT & BEAUCHAT
k
~
Wendy Weikal-Beauchat. Esq.
Jrng
Cc: Gregory Reinecker
COMMONWEALTH OF PENNSYLVANIA
DE?ARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
PURCELL, KRUG & HALLER
1719 N FRONT ST
HARRISBURG, PA 17102
____un fold
ESTATE INFORMATION: SSN: 220-38-2101
FILE NUMBER: 2104-0623
DECEDENT NAME: OLSON E DIANNE
DA TE OF PAYMENT: 03/18/2005
POSTMARK DATE: 03/18/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 06/18/2004
NO. CD 005081
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $40,000.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: PURCELL ET AL
CHECK# 106608
SEAL
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
$40,000.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
IN RE:
ESTATE OF E. DIANNE OLSON a/kla
EVA DIANNE OLSON,
DECEASED
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND CO., PENNSYLVANIA
: ORPHANS' COURT DIVISION
NO. 2004-00623
PRAECIPE TO ENTER APPEARANCE
TO THE REGISTER OF WILLS:
Please enter the appearance of Jill M. Wineka, Esquire and the law firm of Purcell, Krug & Haller in
the above-captioned matter.
Respectfully submitted,
. Wineka, Esquire
At mey ID# 58802
Purcell, Krug & Haller
1719 North Front Street
Harrisburg, PA 17102
(717) 234-4178
Dated: Lj 11'1101
~'-)
~
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Ki~S.Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
Invoic"No:
Invoic" Dat,,:
Estat" of:
Estat" No:
JILL M WINEKA, ESQ.
1719 N. FRONT ST
HARRISBURG, PA 17102
Qty
2
Total
F"" D"scription
Short Certificates
F""
4.00
$8.00
Total:
rpc\ Ii' I01911,
4-/2.10 ! OS
$8.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
315
4/14/2005
E Dianne Olson
21-04-623
cop
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND ,PENNSYLVANIA
Name of Decedent: E. DIANNE OLSON a/k/a EVA DIANNE OLSON
Date of Death:
6/18/2004
File No.
2004-00623
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
YES_
NO~
2. If the answer is "No", state when the personal representative reasonably believes that the
administration will be complete: Anticipate within next six months
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 approvals of formal or informal accounts may
( -:.:. be filep with the Clerk of the Orphans' Court and may be attached to this report.
F-~-.
'~_...J
, -
c,
~ fn-~
Si ature
Jill . Wineka. Esquire
Name (Please type or print)
1719 North Front Street
Address
C",
L'i
Date:r
( "-
,"
! ,-
L_
C-..,
Harrisburg.
PA 17102
(717) 234-4178
Tel. No.
eP
Capacity: _ Personal Representative
~ Counsel for personal representative
11-28-2005
OLSON
06-18-2004
21 04-0623
CUMBERLAND
101
APPEAL DATE: 01-27-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Yr_~~9~~_r~~~_~~~~-----_~___~~!~!~_~9~~~_~9~!!9~_E9~_!9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EVA D FILE NO. 21 04-0623 ACN 101
BUREAU OF INDIVIDUAID:r!~XE~r'::-r;
INHERITANCE TAX DIVISION' .'....' '.,
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
- (~APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
l~l
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
L'_
r' 10
JILL M WINEKA ESQ
PURCELL ETAL
1719 N FRONT ST
HBG
PA 17102
ESTATE OF
OLSON
REV-1547 EX AFP (06-05)
EVA
D
TAX RETURN WAS: [X) ACCEPTED AS FILED
) CHANGED
DATE 11-28-2005
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~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate [15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
. n, ......, "...."'..... l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID [-)
03-18-2005 '-.. CD005081 .00 40,000.00
TOTAL TAX CREDIT 40,000.00
BALANCE OF TAX DUE 1,234.78CR
INTEREST AND PEN. .00
TOTAL DUE 1,234.78CR
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/Partnership Interest [Schedule C)
4. Mortgages/Notes Receivable [Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E)
6. Jointly Owned Property [Schedule F)
7. Transfers [Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
74,000.00
12.962.72
.00
.00
112.937.37
.00
150,318.67
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H)
10. Debts/Mortgage Liabilities/Liens [Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
21,531.17
NOTE:
49.535.57
(11)
(12)
(13)
(14)
.00 X
29,596.12 X
.00 X
249,555.90 X
00 =
045 =
12 =
15 =
(19)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
350,218.76
71 .066 74
279,152.02
.00
279,152.02
.00
1,331.83
.00
37,433.39
38,765.22
Rt.
[ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION .
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-05)
JILL M WINEKA-ESQ
PURCELL ETA(
1719 N FRONT ST
HBG PA 17102
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-23-2006
OLSON
06-18-2004
21 04-0623
CUMBERLAND
101
EVA
D
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
REV-1607 EX AFP (03-05)
---------------------------------------------------------------------------
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
.....
ESTATE OF OLSON EVA D FILE NO. 21 04-0623 ACN 101 DATE 01-23-2006
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.
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-28-2005
PAYMENTS (TAX CREDITS):
PRINCIPAL TAX DUE: 38,765.22
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-18-2005 CD005081 .00 40,000.00
01-03-2006 REFUND .00 1,234.78-
TOTAL TAX CREDIT 38,765.22
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1
pt
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage. Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle. PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
1037
8/30/2006
OLSONE DIANNE
2004-0623
JILL M WINEKA, ESQ.
1719 N. FRONTST
wz
HARRISBURG, PA 17102
Qty
4
Fee Description
Short Certificates
Fee Total
4.00 $16.00
Total:
$16.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA
\lame of Decedentf;.j)IANNEOLSON a/k/a EVA DIANNE OLSON
Date of Death:
Q/18/2004
File No.
2QQ1-0062~.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
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 ~_ 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 -.X_ 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.
""'18
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Jill M. Wineka, Esquire
Name (Please type or print)
1719 North Front Street
Address
Date
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Harrisburg,
PA 17102
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Capacity: Personal Representative
_L Counsel for personal representative
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LAW OFFICES
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Purcell, Krug & Haller
1719 NORTH FRONT STREET
HARRISBURG, PENNSYLVANIA 17102-2392
TELEPHONE (717) 234-4178
FAX (717) 783-4939
HERSHEY
(717) 533.3836
JOSEPH NISSLEY (1910.1982)
JOHN W. PURCELL
VALERIE A GUNN
Of Counsel
November 2, 2006
Register of Wills
Cumberland County Court House
Carlisle, PA 17013
Re: Estate of E. Dianne Olson a/k/a Eva Dianne Olson
No.: 21-04-0623
Invoice No.: 546
Dear Register of Wills:
Enclosed please find an original and two copies of the Status Report Under Rule 6.12 for the above-
captioned matter. Please return two date-stamped copies of the Report to me in the enclosed stamped, self-
addressed envelope. Thank you.
Sincerely, ,
CUtm.~~
fM. Wineka
JMW/bas
Enclosures
cc Sharon K. Kelly, Exec. w/enc.
(estateslolsonl 11-02-06 Itr to Register)
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