HomeMy WebLinkAbout02-0740PETITION TOIL I'1tOBA1' + end GRANT OF LETTERS
Estate of Verda P. Swartz No. ~~' ~Z~1y~
also known as To:
Soria! Security No. 189-09- 7
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), why is/are 18 years of age or older an the execut named
in the last will of the above decedent, dated November 14, 2001 ,
and cvdicil(s) dated _
(state relevant circnmstanccs, e.g. renunciation, death of executor, etc.)
Decendent was dottticiled at death in Cumberland County, Pennsylvania, with
It last farrtily or principal residence at 325 Wesley_ Drive Mechanicsbure PA 17055
(list street, number and muncipality)
Decendent, then _._?,QQ____. years of age, died August 12 2002 ,
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:
Decendent at death ~wtted 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 itr Pennsylvania
situated as follows: None
500,000.00
WHEREFORE, petitioner(s) respectfully request{s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
(testatnentary; administration c.t.a.; administration d.h,n.c.t.a.)
theron.
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? Mechanicsburg, PA 17055
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTII OF PENNSYLVANIA
COUNTY OF CUl`'iBElu-AND } ss
The petitioner(s~ above-Harried swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct -o the !;est of t;te knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent ~;~eti(ioaer(s) will well and truly administer the estate according to law,
Sworn to or affirmed and sttb_scsibed ~
before me this _ 16th d€ty of ~~
A
---,--
'' ~ `~' R gister
Decea.c~ t
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Estate of yERDA P SWARTZ ,Deceased
DL+'CREE OF YItOBATE AND GRANT OF LETTERS
AND NOW AL7 1~LST_ 1 b ~ 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 1 1-14-2001
described therein be admitted to probate and filed of record as the last will of
VERDA P SWARTZ
and Letters . TFSTAA^F~1`rrARV
are hereby granted to JAY B SHOOP
kegiste~ of 54'ill~ ~~u-L~
FEES
Probate, Letters, Etc. ......... $~OD
Short Certificates( ) .......... $ 9.00
~It~si~ xtra .pages .. , . $ 9.00
jcp $~ 5.00
TOTAL $ 363.00
Filed , . , ,8-16-2002
mailed 'to 'atty '8=16=2002' ' '
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
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WARNINGo It is illegal to duplicate this copy by photostat tJr photc~c~l~:~p'ks.
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT If nn Mid]b Lagl ~ ~~- SE% SOCIAL SECURITY NUMBER DATE OF DERH,MCnN. Oay. 'bql
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189
09 2002
August 12
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HOSPITAL: OTHER:
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INFORMANT'S NAME (TypgRirlB WFOriMANT'$ LIAE1/10 ADDRESSISOM. C,ryrkwn, SWe, ZpCaery
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VERDA P. SWARTZ
21-02-740
I, VERDA P. SWARTZ, of the Township of Lower Allen, County of
Cumberland, and State of Pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this my Last Will and
Testament, hereby revoking and making void any and all Wi11s by me at any time
heretofore made..
1.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can conveniently be done, and in that respect, I direct that all
estate, inheritance and succession taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of
the principal of my general estate to the same effect as if said taxes were expenses of
administration, and that all property includable in my taxable estate, whether or not
passing under this Will, shall be free and clear thereof.
2.
All the rest, residue and remainder of my estate, real, personal and mixed, shall
be converted into cash, and for this purpose, I authorize, empower and direct my
Executor hereinafter named, to sell any and all real estate which I may own at the time
of my decease, as well as my personal property, at either public or private sale or
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sales.
After my estate has been converted into cash, I direct that the same be
distributed and paid out to the following named legatees in accordance with the
directions and stipulations immediately hereinafter set forth, to wit:
(a) I give and bequeath twenty-five (25%) per cent of
my estate to my late husband's sister, JEANNE R. KIRBY,
and to her husband, L. PAUL KIRBY, share and share alike, or
to the survivor of said (2) legatees absolutely, should either of
them predecease me.
(b ). I give and bequeath twenty-five (25%) per cent of
my estate to my niece, LYNNE C. MARTIN, of 344 Savage
Street, Berea, Ohio, 44017.
(c) I give and bequeath thirtyrfive (35%) per cent of my
estate to my good friend, JAY B. SHOOP, of 1201 East
Lisburn Road, Mechanicsburg, Pennsylvania, 17055.
(d) I give and bequeath fifteen (15%) per cent of my
estate to the CARE ASSURANCE ENDOWMENT FUND, of
the Bethany Village Retirement Center, 325 Wesley Drive,
Mechanicsburg, Pennsylvania, 17055.
(e) In the event that any of the legatees named
immediately above under items 2(b) and 2(c) of this my Last
Will and Testament, predecease me, then in such event I direct
that their share in my estate be paid over and distributed to the
surviving legatees named under items 2(a ), 2(b) and 2(c ),
share and share alike per capita and in the event that both my
-2-
sister-in-law, JEANNE R. KIRBY, and her husband, L.
PAUL KIRBY, predecease me, then I direct that their share in
my estate be paid over and distributed to the surviving legatees
named under items 2(b) and 2(c) of this my Last Will and
Testament, share and share alike per capita.
3.
Lastly, I nominate, constitute and appoint my good friend, JAY B. SHOOP, of
1201 East Lisburn Road, Mechanicsburg, Pennsylvania, 17055, Executor of this my
Last Will and Testament, and in the event he should predecease me, or should he be
unable or unwilling to serve in such capacity for any reason, then in such event, I
nominate, constitute and appoint J. ROBERT STAUFFER, ESQUIRE, of Market
Square Building, Mechanicsburg, Pennsylvania, 17055, Executor of this my Last Will
and Testament, in his place and stead, and in either instance, I direct that no bond or
other security be required of my personal representative to guarantee the faithful
performance of his duties in any jurisdiction. I~
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~~ ~/'day
of November, 2001.
(SEAL)
e~ wartz
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Si ned, sealed, published and declared b the above name VERDA P.
SWAR~ as and for her Last Will and Testament, in the.presence of us who have
subscribed our names hereto as witnesses, at her request, ~n her pre nce and in the
presence of each other. i`
,.
~--~ _ _-
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COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF CUMBERLAND 1
I, VERDA P. SWARTZ, the testatrix, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the same instrument as my Last Will and
'T'estament; that 1 signed it willingly, and that I signed it as my free and voluntary act and
deed, for the purposes therein expressed.
~~ Q
~ ~~
/ (SEAL)
er~c a ~. ~-wartz
Sworn aqd ~bscribed to before
me this / ~ day of November, 2001. Hosea
~~ ~ Mealvarp eao. G~nbbedandcaax~r
~,^ ~~~.~.~' ~---- rAl~nlieior~ Bxpkss Nov Q, 20a5
otary u is uar+Ger.P~nro~ar~Aa~oaaaataAbt~sea
COMMONWEALTH OF PENNSYLVANIA )
SS
COUNTY OF CUMBERLAND 1
We, the undersigned, ~~~' ~ ~ 1=~~c f ~/ and v~~' (a - ~ ~~~~' f' ,the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law depose and say that we were present and saw the testatrix,
VERDA P. SWARTZ, sign and execute the instrument as her Last Will and Testament;
that the said testatrix executed it as her free and voluntary act for the purposes therein
expressed; that each or us, in the hearing and sight of the testatrix, signed the Will as
witnesses; and that, to the best of our knowledge, the testatrix was, at the time, eighteen
(18) or more years of ages, of sound mind, and under no constraint duress or undue
influence. ~ a
Sworn and s~scribed to before
me this / ~/ day of November, 2001
~~ ~~`_
3-
REV-1;"P"EXI6-001
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE ONLY (...
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FILE NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
_JLLLJL
NUMBER
2 1 0 2
COUNTY CODE YEAR
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Swartz Verda P.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
12 August 2002 13 September 1901
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURm NUMBER
SOCIAL SECURITY NUMBER
189 - 09
- 4780
I
[K] 1. Original Return
D 4. Limited Estate
[!] 6. Decedent Died Testate (Atlilcl1 copy of Will)
D 9. Litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise (date of death after 12-12.82)
D 7. Decedent Maintained a Living Trust (Atlilch copy ofTrust)
D 10. Spousal Poverty Credit (daleo/death between 12-31-91 and 1-1-95)
D 3. RemainderReturn (dale of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (AllachSchQ)
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NAME
John M. Eakin
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
Market Square Building
Mechanicsburg, PA 17055
TELEPHONE NUMBER
717 766 3172
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(S)
OFFICIAL USE ONLY
449,431.37
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7_ Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(B)
36,577.11
7,575.70
(11)
(12)
(13)
44,152.22
428.558.99
64.281.8';
23,279.84
(6)
(7)
472,711. 21
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
364,275.14
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x.O_ (16)
x 12 (17)
x .15 (18) "" Ii"l 77
(19) ''',641 27
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14laxable at collateral rate
364.275.14
19. Tax Due
20_0
CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT
Decedent's Complete Address:
"
STREET ADDRESS
Bethanv Villa2e
.
Gin I STATE I ZIP
Mechanicsbur2 PA 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)
54.641.27
2.732.06
Total Credits (A+ B+ C) (2)
2.732.06
3. InteresVPenalty if applicabie
D. Interesl
E. Penalty
TotallnteresVPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is Ihe OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
B. Enter the total of Line 5 + 5A. This is Ihe BALANCE DUE.
(5)
(5A)
(5B)
51.909.21
5. If Line 1 + Line 3 is greater Ihan Line 2, enter the difference. This is the TAX DUE.
A Enter Ihe interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
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 ~
b. relain the righl to designale who shall use the property transferred or its income;.. .......... 0 IXI
c. retain a reversionary interest; Dr........ ......................... .............................. .... ................. 0 [2?J
d. receive the promise for life of either payments, benefits or care? ..................... ................. 0 [ZJ
2. If death occurred after December 12, 1982, did decedent Iransfer property within one year of dealh
without receiving adequate consideration? ..... .................................................. .............................. 0 0
3. Did decedent own an "in trust fo( or payable upon dealh bank account or security al his or her dealh? ....... 0 IXI
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ..................... ........... ............ . ......... 0 IL\I
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 besl of my knowledge and belief, it is true, correct
and complete
Declaratiorl of preparer other than the personal representative is based on all information 01 which pre parer has allY knowledge.
ADDRESS
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DATE
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SIGNATURE OF PREPARE,
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DATE
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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)l.
For dates of death on or after January 1, 1995, the tax rale imposed on the net value of Iransfers to or for Ihe use of Ihe surviving spouse is 0% [72 P.S. ~9116 la) (1.1) (ii)].
The statute does not exemot 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 dales 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 slepparenl of the child is 0% [72 P.S. ~9116Ia)(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. S9116(1.2) [72 P.S. s9116(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. s9116{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.
REV-1503 EX' 11-1l7)
ESTATE OF
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Verda P. Swartz
FILE NUMBER
21-02-0740
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Waddell & Reed,Advisor Core Investment
Class A. See attached
VALUE AT DATE
OF DEATH
449,431.37
TOTAL (Also enteron line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
449,431.37
,~-:- WADDELL
e~~sr2
I\EVIN [, 81lt!CK
;;1'111111 fi!li11lcial !\tlvic,(lf
'...".~._~~.... -..
1575 N. Queen Street
YOlk, PA 17404
717-8459910 Fax 717-845-9950
9/17/02
The Estate of Verda \" Swartz
C/o ML Jay R Shoop
1201 K Lisburn RtL
Mechanicsburg, \' ^ 17055
Dear Jay,
Here is the information that your attorney will need regarding Verda, p, Swartz's account
with Waddell & Reed, Inc,
Verda's account with Waddell & Reed was #23603939, It contained 1 mutual fund
entitled "The Waddell & Reed Advisor Core Investment Fund Class A", This fund also goes by
an internal reference number 621 as printed on Verda's statements,
As ofthe date of her death on August 12th 2002, Verda owned 99,873,638 shares of this
mutual fund, Based on the share price value of$4,50 per share, the total value of her account
was $449,43137,
If you have any further questions, feel free to contact me at 717-845-9910 during normal
business hours,
Sincerely,
~~~t'" &~~~
Kevin K Bruck
Senior Financial Advisor
# 45530 Reg/Div 8847-20
,,,,~m'''''1 ,MtJ.&\
COMMONWEALTfl or PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
Verda P. Swartz
FILE NUMBER
21-02-0740
ESTATE OF
Include the proceeds of liligation and the dale the proceeds were received by the e~tare, All property Jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
VALUE AT DATE
OF DEATH
21,985.36
1,249.48
45.00
DESCRIPTION
PNC Bank Acct. #5070074059, See attached
Capital Blue Cross, Refund
Cash
TOTAL (Also enler on line 5, Recapitulation) $
23,279.84
III __... R~"~'" I.. .............",1 In......1 ..,r1,lilin"",1 e.hcala nf the c::~mA c::17Q\
Choice Plan Account State
It
~ PNCBAN<
l'r,{ : J::lrd
PritJHUY accollnt 1ll1l1lber: 50-7007-4059
Page 1 of 2
For th9 p9riod 07/17/2002 to 08/15/2002
Number of enclosures: 6
VERDA P SWARTZ
JAY B SHOOP POA
12Ul E LISBURN RU
MECHAHICSBURG PA 17055-5992
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UVt'l ':~~~ lllilliull IOi :tli'JIIS worldwide. It works jusl like a check, onl)' raster aud easier. Awl righlllow, u~ing your card may pay in
IJIOt I: \\;I)'~ 111;'1' .11'-';( ('oll\'l'llience! Vi~it ,vww,pllrhallk.rolIl to reall about olher exdlillg features. And starl payillg '\lith YOllr PNC
Balik {:II((I: Cdl",1 {od,y.
ehoice Pia..
Intemst Checking Account Summary
ACCOllillllllrnber. ~jO.i'i)07 .4059 Account Link@ number: 1890947802
Verda P Swartz
Jay B Shoop POA
Beginning
balancE!
21 ,8GG.0 I
Deposits and
other additions
7,192.49
Checks and other
deductions
7,Gl0.22
Ending
balance
2],448_28
Please see the Activity Detail section for
additional information.
Balance Summary
Average mon!tlly
balance
22,13.1.G9
Charges
and fees
.00
Tral1sa(:tioll SUJl1mary
Ch'!cks paid/
wllhdrawills
Baf1k card/POS Account Information
transactions assistance calls
Teller
transactions
G
."otal ATM
Ir~llsacljons
o 0
o
PNC Bank MAC Other MAC ATM
ATM transactions transactions
other ATM
transactions
o
o <)
o
I\r-n lal P'!fcentage
'iiPld ,'l1rmd (APYEJ
Number of days
in interest period
Average collected
balance for APYE
Inlerest Earned
this period
As of 08/15, a total of $41.52 in interest was
earned this year.
Interc'3t SUllJlllary
0.37%
30
22,13.-1.09
6.74
Activity Pet...il
Deposits and Olher Additions
Date 1\1'1Cli'lt Descriptlon
07/2:\ G OIJ{I no Direct Deposit - 'V&R Depos
\'V;l(l(kJI & Reed 000000023603939
07/2(, :',1,175 Direct Deposit- RPS 00 Llf
rhe 1 1", 'Jord G-a20lIG-037I
08/0~ ,~ri('O Oiled. Deposit- Soc See
US l\'eas\lIY 303 18909,'1780A
There were 4 Deposits and Other Additions
totaling $7.192A9.
"/ ',I
Deposj'~ :HIII OUle' /\dditiolls continued on next page
FORM953R
'--
Choice Plan Account Statement
For 24.)lOIH customer service:
Call: 1-888-PNC-IJ^NK
For the period 07/17/2002 to 08/15/2002
VERD^ P SW^RTZ
PrimClry account number: 50-7007-4059
Page 2 of 2
'It
Anon"t mllllhct: 511-7007A1I59 - (,(Hllil1t1cd
Deposits and Other Additions - continued
Dale Amount Description
08/15 (i.7,t I ntcrest P~rll1ellt
Checks
Check Dale Reference
number Amount paid number
1133 [1~J2.:H 07/18 02~11J.') J 133
1\36 :t- 5,3:,7.0G 07/21'; ()2~,38~llJ~
1 ]37 1,000,00 07/2.1 ()2iL1J~I;12
1138
1139
11.11 ,.
Dale Reference
Amount paid number
lOO.OO 07/30 028B14098
5.J3.82 08/]5 028.'H-13J9
I7.00 08/12 022454571
Check
number
-Il- Gap in check sequence
There were 6 checks listed totaling
$7.610.22.
Daily Balance Detail
Date B"lance
07/17 21 ,.'iGG.O I
07/18 'll ,'27:~ .(,7
o7/2:~ 27,273.t;7
Dale
o7/:!.!
(\7/':~fl
07/:lO
Balance
2(;,27:1.G7
'11 ,'.~\,:).;.I)
21,11,5.:H,
Dale
OH/02
08/ "2
OH/15
Balance
22,002.36
21,98S.36
21,-118.28
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1
RE"'''"'''''.''.'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Verda P. Swartz
FILE NUMBER
21-02-0740
Debts of decedent must be reported on Schedule I,
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Myers Funeral Home 8,890.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Jay B. Shoop 17,000.00
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 1201 E. Lisbllrn Road
City Mechanicsburg State PA Zip 17055
Year(s) Commission Paid: 7007
2. Attorney Fees 10,000.00
3. 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
4. Probate Fees 363.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
Sentinel, Estate Notice 84.11
7. Cumberland naw:Jo~rnal, Estate Notice 75.01
Filing Fee 15.00
Reserved for filing account, release 150.00
TOTAL (Also enter on line 9, Recapitulation) $ 36,577 .11
(If more space is needed, insert additional sheets of the same size)
IlfV t512F~.(t Oil , fl~
I~t'~~'
COMt,IONW[^Il1!0J rrWJSVIVMM
INII[ rmMJcf 'AX nFItJllll
_______~_ ~__H!.SIUU~1 ~~~~~~~!____ _,..,.,.,....
ESTATE OF
SCHEDULE'
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
Verda P. Swartz
21-02-0740
Include unrehnbursed medical expense!!.
- ---~----~~-~---- .-------.----,,--.-- -- - ----------------
IlEM
NUMBEfl DESCl11r r lUll
AMOUIIT
1.
2.
3.
Bethany Skilled Nursing, Nursing Home Charges
Verizon
Alert Pharmacy, Prescriptions
7,328.60
6.36
240.74
lOTAL (Also elller on fine 10, Recapitulation) $
-(if~l1ore space isrieede(rirlse~ta;jditio'la1SheeiS- of the same size)
J...,575.70
NUMBER
I.
,ev.""",,,.,,.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
None
Niece
None
21-02-0740
AMOUNT OR SHARE
OF ESTATE
25% Residue
25% Residue
35% Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
ESTATE OF
Verda P. Swartz
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1.
Jaenne R. and L. Paul Kirby
608 Vinyard Circle
Port Clinton, OR 43452
2.
Lynne C. Martin
6106 7th Ave
Newport Richey, Fl 34530
3.
Jay B. Shoop
1201 East Lisburn Road
Mechanicsburg,Pa 17055
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. Care Assurance Endowment Fund
Wesley Affiliated Services, Inc.
Bethany Village Retirement Center
325 Wesley Drive
Mechanicsburg, Pa 17055
15% Residue
k<./a'H.'6>
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)
7'1 n (t 1 ~~l i I ( n 1 \ 0 'ijf\~~:rl nU\~ ut
UF
VERDA P. SWARTZ
1, VERDA P. SWARTZ, ofthe Township of Lower Allen, County of
Cumberland, and State of Pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare this my Last Will and
Testament, hereby revoking and making void any and all Wills by me at any time
heretofore made..
l.
I direct the payment of all my just debts and funeral expenses as soon after my
decease as the same can conveniently be done, and in that respect, 1 direct that all
estate, inheritance and succession taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid out of
the principal of my general estate to the same effect as if said taxes were expenses of
administration, and that all property includable in my taxable estate, whether or not
passing under this Will, shall be free and clear thereof.
2.
All the rest, residue and remainder of my estate, real, personal and mixed, shall
be converted into cash, and for this purpose, 1 authorize, empower and direct my
Executor hereinafter named, to sell any and all real estate which 1 may own at the time
of my decease, as well as my personal property, at either public or private sale or
- 1 -
-
sales.
After my estate has been converted into cash, I direct that the same be
distributed and paid out to the following named legatees in accordance with the
directions and stipulations immediately hereinafter set forth, to wit:
(a) I give and bequeath twenty-five (25%) per cent of
my estate to my late husband's sister, JEANNE R. KIRBY,
and to her husband, L. PAUL KIRBY, share and share alike, or
to the survivor of said (2) legatees absolutely, should either of
them predecease me.
( b). I give and bequeath twenty-five (25%) per cent of
my estate to my niece, LYNNE C. MARTIN, of344 Savage
Street, Berea, Ohio, 44017.
( c) I give and bequeath thirty-five (35%) per cent of my
estate to my good friend, JAY B. SHOOP, of 1201 East
Lisbum Road, Mechanicsburg, Pennsylvania, 17055.
( d) I give and bequeath fifteen (15%) per cent of my
estate to the CARE ASSURANCE ENDOWMENT FUND, of
the Bethany Village Retirement Center, 325 Wesley Drive,
Mechanicsburg, Pennsylvania, 17055.
( e) In the event that any of the legatees named
immediately above under items 2( b ) and 2( c ) of this my Last
Will and Testament, predecease me, then in such event I direct
that their share in my estate be paid over and distributed to the
surviving legatees named under items 2( a ), 2( b ) and 2( c ),
share and share alike per capita and in the event that both my
- 2 -
-
sister-in-law, JEANNE R. KIRBY, and her husband, L.
PAUL KIRBY, predecease me, then I direct that their share in
my estate be paid over and distributed to the surviving legatees
named under items 2( b ) and 2( c ) ofthis my Last Will and
Testament, share and share alike per capita.
3.
Lastly, I nominate, constitute and appoint my good friend, JAY B. SHOOP, of
1201 East Lisbum Road, Mechanicsburg, Pennsylvania, 17055, Executor of this my
Last Will and Testament, and in the event he should predecease me, or should he be
unable or unwilling to serve in such capacity for any reason, then in such event, I
nominate, constitute and appoint J. ROBERT STAUFFER, ESQUIRE, of Market
Square Building, Mechanicsburg, Pennsylvania, 17055, Executor of this my Last Will
and Testament, in his place and stead, and in either ins~ance, I direct that no bond or
other security be required of my personal representative to guarantee the faithful
performance of his duties in any jurisdiction.
I L/fIday
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
of November, 2001.
~ ~ i.2 (SEAL)
(/' Ye)'<1 ~z
\.. ~~
~~2ed, sealed, published and declared by the above namet VERDA P.
SW AR as and for her Last Will and Testament, in the presence of us who have
subscribed our names hereto as witnesses, at her request, In h. er zre. f1ce and in the
presence of each other. (I ) / . '/
t^ t1A- ) 1. 44.1.1~
- 3 -
.
COMMONWEALTlI OF PENNSYLVANIA)
: SS
COUNTY OF CUMBERLAND )
I, VERDA P. SWARTZ, the testatrix, whose name is signed to the attached or
flJregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the same instrument as my Last Will and
Testament; that I signed it willingly, and that I signed it as my free and voluntary act and
deed, IlJr the purposes therein expressed. V1ete.i-P ~7'
(SEAL)
\lema P. Swartz
Sworn an,d, ~p.bscribed to before
me this I If' day of November, 2001.
A-A -f?'~
/~ary Public
NclIeItIoISMl
NIIrI1nE.~. Nolluy PublIc
~~ Bom. CumbetfandCounty
_ . I~n ...... Nov. 8. 2005
Uenw. f\,.__,t4nil ADodIIlfor1ofNatafill
COMMONWEALTH OF PENNSYLVANIA)
: SS
COUNTY OF CUMBERLAND )
We, the undersigned, J,H-.... M, (.::;41<1hI and ~y '8. ",; floo f' ,the
witnesses whose names are signed to the attached or foregoing instrument, being duly
qualified according to law depose and say that we were present and saw the testatrix,
VERDA P. SWARTZ, sign and execute the instrument as her Last Will and Testament;
that the said testatrix executed it as her free and voluntary act for the purposes therein
expressed; that each or us, in the hearing and sight ofthe testatrix, signed the Will as
witnesses: and that, to the best of our knowledge, the testatrix was, at the time, eighteen
(18) or more years of ages, of sound mind, and under no constrain;" duress or undue
illlluence. 1S-' ;J
vL }v\ . LvlJ~
~
I
"'"
Sworn and s~cribed to before
me this /'1 day of November, 2001
Ll/j~ r~
~E.tt..~ISe;;;--
~~.Nor.".,,/>ublie
..~on ~rfandCQunty
......,.,. ~'" av. fl, <005
. """"'If<wl"'Not1no.
- 3 - .
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
EAKIN JOHN M
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
RE: Estate of SWARTZ VERDA P
File Number: 2002-00740
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: 8/12/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CC:
File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 7/08/2004
SHOOP JAY B
1201 EAST LISBURN ROAD
MECHANICSBURG, PA 17055
RE: Estate of SWARTZ VERDA P
File Number: 2002-00740
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: 8/12/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No. ~[-- O~-- O7~/~ Admin. No.
Pursuant to Rule
Court Rules, I report the
the administration of the
6.12 of the Supreme Court Orphans'
following with respect to completion of
above-captioned estate:
State whether administration of the estate is complete:
Yes ~'~No
2. If the answer is No,
representative reasonably believes
complete:
state when the personal
that the administration will be
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal repj~esentative file a final
account with the Court? Yes No w~ .
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
approvals of
Cerk of the Orphans'
d. Copies of receipts, releases, joinders and
formal or informal accounts may be filed with the
Court and may be attached to this report.
Na~e (Please ~type or print)
Capacity: __Personal Representative
~Counsel for personal
representative
(MAH:rmf/AM3)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
N0. CD 001815
JOHN M EAKIN ESQUIRE
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: ssrv: ass-os-478o
FILE NUMBER: 2102-0740
DECEDENT NAME: SWARTZ VERDA P
DATE OF PAYMENT: 1 1 /06/2002
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 08/ 1 2/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 551,909.21
TOTAL AMOUNT PAID:
REMARKS: JOHN M EAKIN ESQUIRE
CHECK#104
INITIALS: JA
SEAL RECEIVED BY:
551,909.21
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
/ ~- ~a2 - 7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 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
REV-1547 EX AFP (01 -03)
DATE 12-30-2002
ESTATE OF SWARTZ VERDA P
DATE OF DEATH 08-12-2002
FILE NUMBER 21 02-0740
_ ~ COUNTY CUMBERLAND
JOHN M EAKIN ACN 101
MARKET SQUARE BLDG
Amount Remitted
MECHANICSBURG PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-03~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWARTZ VERDA P FILE N0. 21 02-0740 ACN 101 DATE 12-30-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 44 9,4 31.37 credit to Your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) C4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 23,2 79.84 tax payment.
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
e. Total Assets Ig) 472, 711 .21
APPROVED DEDUCTIONS AND EXEMPTIONS:
3b,577.11
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,5 75.70
11. Total Deductions C11) 44.15 .7
12. Net Value of Tax Return C12) 428,558.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts CSChedule J) (13) 64,2$ 3.85
14. Net Value of Estate Subject to Tax (14) 364,275.14
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) '00 X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X
17. Amount of Line 14 at Sibling rate (17) •00 X
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 364,275.14 X
19. Principal Tax Due
rex rornrrc.
00 _ .00
045 = . 00
12 _ .00
15 54,641.27
C19)= 54,641.27
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-Ob-2002 CD001815 2,732.06 51,909.21
TOTAL TAX CREDIT 54,641.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)
KtStKYATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enSovment to Class B Ccollateral7 beneficiaries of the decedent after the expiration of anv estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on anv such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. C72 P.S.
Section 9140).
PAYMENT: Detach the tap portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILL5, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service far forms ordering: 1-800-362-2050; services for tax pavers with special hearing and / or
speaking needs: 1-800-447-3020 CTT only).
OBJECTIONS: AnY party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orpfians' Court.
ADMIN-
ISTRATIYE
CORRECTIONS: 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. 280601. Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three C3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine C9) months and one C1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1. 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1944 7Y. .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1486 10% .000274 1995-1998 4Y. .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU![BER OF DAYS DELINQUENT X DAILY INTERE5T FACTOR
--Anv Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
CERI7FICA'fIUN OF NU'I'ICE UNllER RULE S.fi~
Name of Decedent: _ Verda P. Swartz
Date of Ueath: August 12, 2002 ___ ____^_ _ -_
Will No. 'x'2'1-~0~-?#t~'~~ Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rutes was
served on or mailed to the following beneficiaries of the above-captioned estate on September 5, 2002
Name
Address
Jeanne R. Kirby 608 Vineyard Circle Port ('.l;nrnn, nh;n
L. Paul Ki
Lynne C Martin 6106 7th Ave Newnnrr Rirhe~:, FT
Wesley Affiliated Service 325 Wesley Drive, Mechanicsburg, PA
Attorney General of Pennsylvania Strawberry Square, Harrisburg, PA
Notice has now been given to all persons entitled thereto under Rule S.6(a} except None
Date: January 9 , 2003
Signature
Name
Address Mar Square Building
Mechanicsburg PA 1755
Telephone ( ) 766-3172
Capacity: Personal Representative
R Counsel for personal representative
JRD/June 30, 1992/17858
In Re: Estate of VERDA P SWARTZ ORPHANS' COURT DIVISION
Late of LOWER ALLEN TOWNSHIP COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
Estate No.: 21-02-740
PENNSYLVANIA
NO. 21-02-740
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: JAY B SHOOP
Counsel for Personal Representative: JOHN M EAKIN
Date of Grant of Original Letters: 08-16-2002
Date of Delinquency Notice: 11-26-2002
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 NOVEMBER 26, 2002, 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: O1-OZ-2003
,Register of ills
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ~- ~ y d~ at % 3 ~~~ /fin Courtroom No. 3. If the
Certification of Notice is filed prior to the hearing date, the hearinn,gg will automatically be
cancelled. ~~'",~1`'
~~, `'
j
George E offer, P.J.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 7/08/2004
EAKIN JOHN M
MARKET SQUARE BUILDING
MECHANICSBURG, PA 17055
RE: Estate of SWARTZ VERDA P
File Number: 2002-00740
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, N0.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 8/12/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone:(717) 240-6345
Date: 7/08/2004
SHOOP JAY B
1201 EAST LISBURN ROAD
MECHANICSBURG, PA 17055
RE: Estate of SWARTZ VERDA P
File Number: 2002-00740
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: 8/12/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
STATUS REPORT UNDER RULE 6.12
Name of Decedent : V ~ /c DA ~• Si•~~ ~~ X21 2-
Date of Death: j 2 /~ UG 2c~Q Z
Will No. a.l -- O'Z_-- _C~`7~L~ 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
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 repr entative 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
Cerk of the Orphans' Court and may be attached to this report.
Date : ~ Z " vc..'Y (U ~ tom- .
Sig ature
N.a~e ( P1E~ase type or print )
VCS ~ ~/ /~,
l / ~'
Add r e s s %yy~~
( 1
Tel. No. ~~6 ~3~7.~
Capacity: -Personal Representative
_~Counsel for personal
representative
(MAH:rmf/AM3)
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