HomeMy WebLinkAbout03-0134PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Alverta M. Angle
also known as
1 , Deceased.
Social Security No. 79-10-3969
No.
To:
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(x), who is/~mxl8 years of age or older an the execut or
in the last will of the above decedent, dated December 31
and codicil(s) dated none
in the
named
,19 73
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 43 1/2 West King Street ~ Shippensburg,
Borough of Shippensburg
(list street, number and muncipality)
Decendent, then 91 years of age, died January 12 ,~11I 2003
at Chambersburg Hospital, Chambersburg, PA '
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: nor~e
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: none
25,851.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
-- .~ (testamentary; administration c.t.a.; administration
theron. ~ - ,-, /, . /-~ -- d.b.n.c.t.a.)
.~ ' -~ 12025 Hunting Crest
~ Bonita C. Gentry now known as Prospect, KY 40059
~..~ Bonita C. Hathcock
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CLrMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will wgll and trul~ administer the 9st{[to~accorjt~ng~tgJaW)c~
~worn to or affirmed and subscribed ~ ~,n,'~
before me th~s 17th
~ ' ~day of [ . Bohita
(., ~ >J~ua~ ~ ~ 2003. J
tmnna M.Otto, 1st ~pu~~ RegisterS_
- lb
NO. 21-2003-134
Estate Of Alverta M. Angle , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW February 14th :~x 200.,3in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated December 31, 1973
described therein be admitted to probate and filed of record as the last will of
Alverta M. Angle ,,;
and Letters Testamentary
are hereby granted to Bonita C. Gentry Hathcock
Donna
FEES
Probate, Letters, Etc .......... $ 60.00
Short Certificates(3) .......... $ 9.00
Renunciation ................ $
Bond $ 15.00
x-Pages (1)
JcP - -rO'rAL $
Filed ....F.e.b..r?..a~....1.4th, 2003 $97.00
eigle, E #01624
A/TORNEY (Sup. C~. y.D. No.)
WEIGLE & ASSOCIATES, I~.C.
126 East King Street u
ADDRESS
Shippensburg, PA 17257
(717) 532-7388
PHONE
PUT LE~CERS IN A~foRNEY's FILE IN PROTHONOTARY ON 2-14-03
REGISTER OF WILLS OF //COUNTY
OATH OF SUBSCRIBING WIT~ESS
~.¢..odicil
(each) a subscribing witness to the x~..presented..~rewith, (each) being duly qualified according to
law, depose(s) and say(s) that '"'~ // present and saw
'-x /
the testat. ., sign the same and that // ~ signed as a witness at the
request of testat.__ in h.__ pres~edce and (in th h other) (in the pr.esence of the
other subscribing witness(es)). /
Sworn to or affirmed and subscl:i~ed before
me this
day of
/ (Address
// Register
/
/ (Name)
(Address)
21-2003-134
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Jerry A. Weigle and Larry E. Weaver
(each) a subscriber hereto, (each) being duly qualified according to law, depose~) and say~) that
they are familiar with the signature of Alverta H. Angle ,
testat rix of (~$~l~xsRxt4~ex~m~xi4a~~~:~t~) the will presented herewith and
that they believes the signature on the will is in the handwriting of
Alvert___~a M. An$1e . ~
to the best of their knowledge and belief[~ / //
worn or
me this 17~h day of~J~rY A. W~igle (Name) I v//
~ ~ 7~n~z ~ ~x 2003 1~6 East Kihg Street, S~i~pensburg, PA 17257
~~ ~~ ~~~~ ~ (Address) [/
~nnm M. O~o, ls~ ~pu~y Re~er~~~~~~~
Larry~ Weaver (NamO
421 McCulloch Road, Shippensburg, PA 17257
(Address)
21-2003-134
LAST WILL AND TESTAMENT
I, ALVERTA M. ANGLE, of 43½ West King Street, Shippensburg, Cumberland
County, Pennsylvania, being of sound mind, memory and disposition, do hereby
make, publish and declare this my Last Will and Testament, hereby revoking
and making void all wills by me at any time heretofore made.
FIRST. I order and direct the payment of all my Just debts and funeral
expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, to my beloved husband, CLARENCE K. ANGLE,
absolutely.
THIRD. In the event that my said husband predeceases me or we die as the
result of a common disaster, I then give, devise and bequeath my said estate
in three equal shares to BONITA C. GENTRY, JOHN M. GENTRY and JACQUE D. ANGLE;
EXCEPTING, HOWEVER, I give and bequeath my husband's 10 GAUGE SINGLE BARREL
SHOTGUN and old EDISON PHONOGRAPH WITH RECORDS, to JACQUE D. ANGLE,
absolutely.
FOURTH. In the event that any of the above residuary legatees predecease me,
I then direct that his or her share shall be distributed to my surviving
residuary legatees as above set forth.
FIFTH. I nominate, constitute and appoint BONITA C. GENTRY as Executrix of
this my Last Will and Testament; and if she be unable to perform the duties
of Executrix, I then nominate, constitute and appoint JACQUE D. ANGLE, as my
Executor.
IN WITNESS WHEREOF, I, ALVERTA M. ANGLE, have hereunto set my hand and
seal to this my Last Will and Testament, this ~f~day of December, 1973.
(SEAL)
Signed, sealed, published and
declared by ALVERTA M. ANGLE,
the Testatrix, as and for her
Last Will and Testament, in the
presence of us who have at her
request signed our names as
witnesses hereto in the presence
of the said Testatrix and of each
other.
':"~'- '- ,~>:fL~ ~.__~
/.. ~..c. ~.~..~ -.
ALVERTA M. ANGLE
WILLIAM R. MARK
ATTORNEY AT LAW
! 1-~ EAST KING STREET
SHIPPENSBURG, PENNA.
BOND
21-2003-134
REGISTER OF WILLS OF Cm~BEP.~ COUNTY
BOND AND SURETY FOR PERSONAL REPRESENTATIVE
KNOW ALL BY THESE PRESENTS, That Bonita C. Gentry Hath~cock
as principal(s) and
Cincinnati Insurance Company, _.
as surety (sureties) are held and .firmly bound unto the CommonWealth of Pennsylvania in the sum of
fifty-one thousand seven hundred
two dollars ($ 51,702.0(~o be paid to the Commonwealth, for which paymcnt we
do bind ourselvcs, jointly and severally, our heirs, executors, administrators and successors, the
condition of this obligation being that if Bonita C. Gentry Hathcock
· s (s~ate fiduciary capacity) Executrix
of the estate of Alverta M. Angle ., deceased,
or any of them, shall well and truly administer the estate according to law, then this obligation shall
be void as to the personal representative or representatives who shall so administer the estate and his
or their surety or sureties; but otherwise it shall remain in full force.
Siined and sealed this 4']'* day of ~:)~O, C3,~'_-x. , ~ 2C~/~ each
0
intending to ~ legal{y bound hereby.
Bon'ta C'. G~ntry Hathco% (Seal)
/ _ , (Sca.~A..~
Fred -E. C!apsad~dle~r. k } ~~
Attorney-in-Fact '~ ~,_/ ~
(Seal)
THE CINCINNATI INSURANCE COMPANY
Cincinnati, Ohio
POWER OF ATTORNEY
KNOW ALL MEN BY THESE PRESENTS: That THE CINCINNATI INSURANCE COMPANY, a corporation organized under
the laws of the State of Ohio, and having its principal office in the City of Cincinnati, Ohio, does hereby constitute and appoint
Fred E. Clapsaddle, Jr. and/or Jeffrey P. Fogelsanger
of Shippensburg, Pennsylvania its true and lawful Attorney(s)-in-Fact to sign, execute, seal
and deliver on its behalf as Surety, and as its act and deed, any and all bonds, policies, undertakings, or other like instruments, as
follows:
Any such obligations tn the United States, up to
Two Hundred Fifty Thousand and No/100 Dollars ($250,000.00).
This appoinnnent is made under and by authority of the following resolution passed by the Board of Directors of said
Company at a meeting held in the principal office of the Company, a quorum being present and voting, on the 6th day of
December, 1958, which resolution is still in effect:
"RESOLVED, that the President or any Vice President be hereby authorized, and empowered to appoint Attorneys-in-
Fact of the Company to execute any and all bonds, policies, undertakings, or other like instruments on behalf of the
Corporation, and may authorize any officer or any such Attorney-in-Fact to affix the corporate seal; and may with or
without cause modify or revoke any such appointment or authority. Any such writings so executed by such Attorneys-in-
Fact shall be binding upon the Company as if they had been duly executed and acknowledged by the regularly elected
officers of the Company."
This Power of Attorney is signed and sealed by facsimile under and by the authority of the following Resolution adopted by the
Board of Directors of the Company at a meeting duly called and held on the 7th day of December, 1973:
"RESOLVED, that the signature of the President or a Vice President and the seal of the Company may be affixed by
facsimile on any power of attorney granted, and the signature of the Secretary and Treasurer and the seal of the Company
may be affixed by facsimile to any certificate of any such power and any such power of certificate bearing such facsimile
signature and seal shall be valid and binding on the Company. Any such power so executed and sealed and certified by
certificate so executed and sealed shall, with respect to any bond or undertaking to which it is attached, continue to be
valid and binding on the Company."
IN WITNESS WHEREOF, THE CINCINNATI INSURANCE COMPANY has caused these presents to be sealed with its corporate
seal, duly attested by its Senior Vice President this 14th day of June, 1984.
STATE OF OHIO ) ss:
COUNTY OF HAMILTON)
THE CINCINNATI INSURANCE COMPANY
Senior Vice President~~
On this 14th day of June, 1984, before me came the above-named Senior Vice President of THE CINCINNATI INSURANCE
COMPANY, to me personally known to be the officer described herein, and acknowledged that the seal affixed to the preceding
instrument is the corporate seal of said Company and the corporate seal and the signature of the officer were duly affixed
and subscribed to said instrument by the authority and direction of said corporation.
H~.NRY G. B~.RLL)N, Attorney At Law
Notary Public State of Ohio
My commission has no expiration date.
Section 147,03 R. C.
I, the undersigned Secretary and Treasurer of THE CINCINNATI INSURANCE COMPANY, hereby certify that the above is a
true and correct copy of the Original Power of Attorney issued by said Company, and do hereby further certify that the said Power of
Attorney is still in full force and effect.
GIVEN under my hand and seal of said Company at Cincinnati, Ohio.
this 6th day of February Y, lJt2Q03
~~ ~~'fy and Tr~eas~
BN-1005 (6/84)
ESTATE OF ALVERTA M.
ANGLE, late of the Borough of
Shippensburg, Cumberland County,
Pennsylvania, deceased
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
: PENNSYLVANIA
: ORPHANS' COURT DIVISION
: ESTATE NUMBER 21-03-0134
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Alverta M. Angle
Date of Death: January 12, 2003
Will No. 21-03-0134
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of thO"Orphans'
Court Rules was served on or mailed to the following beneficiaries of the above-
captioned estate on February 24, 2003:
Clarence K. Angle
c/o Mr. Larry Weaver, Power of Attorney
421 McCulloch Road
Shippensburg, PA 17257
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except,
NONE.
February24, 2003 Sign~//~~ ' ~~..~
Name: Jerry A./~Veigle, Esquir~-
Address: Weigle & Associates, P..
126 East King Street
Shippensburg, PA 17257
Telephone: (717) 532-7388
Capacity:
Personal Representative
X Counsel for Personal
Representative
WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397
EV-1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECE-
DENT
CHECK
APPRO-
PRIATE
BLOCKS
COR-
RE-
SPON
DENT
RECA-
PITULA-
TION
TAX
COMPU-
TATION
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Angle, Alverta M.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
01/12/0~ 07/11/1911
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Angle, Estate of Clarence K.
FILE NUMBER
21 2003 0134
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
179-10-3969
THIS RETURN MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. Remainder Return
I 1' Original Return I 2. Supplemental Return ~ (date of death prior to 12-13-82)
4. Limited Estate 4a. Future Interest Compromise
(date of death after 12-12-82) 5. Federal Estate Tax Return Required
6. Decedent Died Testate 7. Decedent Maintained a Living Trust
(Attach copy of Will) (Attach a copy of Trust) 0 8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received 10. spousal Poverty Credit(date of death between [~ 11. Election to tax under Sec. 9113(A)
12-31-91 and 1-1-95) (Attach Sch O)
NAME
Jerry A. Weigle, Esquire
FIRM NAME (If Applicable)
Wei~le & Associates, P.C.
TELEPHONE NUMBER
(717) 532-7388
COMPLETE MAILING ADDRESS
126 East King Street
Shippensburg, PA 17257
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F)
r']Separate Billing Requested (6)
7. Inter-Vivos Transfers & Miscellaneous
Non-Probate Property (Schedule G or L)
None OFFICIAL USE ONLY
None
None
Non~ ~'1
28,156..; .
Norr~
(7) None
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) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13)
has not been made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Line 13) (14)
(8)
7,614.44
1,328.05
28,156.01
8,942.49
19,213.52
None
19,213.52
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (aX1,2) 19,213.52 x .o 0 (15)
16. AmountofLine14taxableatlinealrate 0.00 X .0 45 (16)
17. Amount of Line 14taxable at sibling rate 0. O0 X .12 (17)
18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18)
19. Tax Due (19)
0.00
0.00
0.00
0.00
0.00
0 PA15001 NTF 29755
Copyright 2000 Greatland/Nelco LP - Forms Software Only
PA REV-1500 EX (6-00)
Decedent's Complete Address:
Page 2
STREET ADDRESS
43 1/2 West Kinq Street
C,TY I STATE I Z'P
Shippe_nsburg PA 17257
Tax Payments and Credits:
1. Tax Due (Page I Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
(1) 0.00
0.00
3. Interest/Penalty if applicable
D, Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund (4)
5. If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due, (SA) 0.00
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5B) 0.00
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; ....................................... I 1
b. retain the right to designate who shall use the property transferred or its income; .................
c. retain a reversionary interest; or ........................................................
d. receive the promise for life of either payments, benefits or care? ..............................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ...................................................
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . D ~]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................ ~ [~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
kwUnhnde.r p. enaitie.s .of.pe. rj..ury .I declare th. at I h. ave ex. amine..d t.his return,, including accompanying schedules and statements, and to the best of my
ow~eage ana De,m, ii !s [ru.e, c. orrec[ aha complete, uec~aration o~ preparer other than fhe persona representative is based on information of
ich preparer has any Know~ea,qe.
I~/~~...~LE FO~G R ETU RN DATE/
...... S_c_h_ _ _e~l_ e_ attached ~
For date~ of d~ath on or after January 1, 1995, the tax rate i~ imposed on th · net ~alue o~ tran~fer~ to or ~or lh~ u~ o~ ~ h~ *ur~ivin~ ~pou~ i* 0% [72 ~.~. ~ ~ ~ 8
lh~ ~ta~uta do~ not ~t a transfer to · ~urvivin~ ~pou~ from tax, and th* *tatutory r~quir~m~nt* for di~o~ur~ of a*~*l~ ~nd filin~ a tax r,turn ar~ ~till a~li~abl*
th~ ~ur~i~infl ~pou~ i~ th~ onl~
For dat*~ of d~th on or altar duly ~, 2000:
lb* ta~ r~ta impo~d on th~ n~t v~lu~ of tran~f*r~ from a d~d ~hild twangy-on* g~ar~ of a~ or youn~*r at d~th to or for th~ u~* of a natural ~ar*nt, an adoptiv~ par*hr,
or a ~tap~r~nt of th~ child i~ 0% [72 ~.B. g~l 1 ~(~1
Th* ta~ r~t* impo~d on th~ n~t valu~ of tran~f*r~ to or ~or th~ u~ o~ th~ d~,d,nt'~ lineal b~n~fieiari~ i~ 4.5%, *~c~pt a~ noted in 72. ~.~. ~ ~1 ~ ~{~.~ [72 ~.S. ~ ~118{a~ }].
Th* ta~ r~t~ impo~d on th~ n~t valu* of tran~f*r~ to or for th~ u~ of ~h~ d~d*nt'~ ~i blin~ i~ ~ 2% [72 ~.~. ~ ~1 ~ 8(a~.3)]. ~ *i hlin~ i~ d~fin~d, under 8*etion ~ 02, a~ an individual
who hl~ at I*l~t on~ par~n~ in common with th* d*~*d~nt, wh~th~r b~ brood or adoption.
0 PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP- Forms Software Only
Estate of: Alverta M. Angle 21-2003-0134
The following person(s) are signing the return as representative(s) of the estate:
Bonita C. Hathcock
12025 Hunting Crest
Prospect, KY 40059
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Alverta M. Angle
FILE NUMBER
21-2003-0134
Include
ITEM
NO.
2
3
4
proceeds of litigation a date proceeds were received by the estate. All prop. Jointly-owned with rl~lht of survlvorshl
DESCRIPTION
Allfirst Checking Acct. #0097106100
Interest on above item accrued as of decedent's death
Deposit in transit at date of death
Citizens Bank Savings Acct. #6240964021
Interest on above item accrued as of decedent's death
Proceeds of public sale on 4/8/03
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
7 CPA81 NTF 10909
Copyright Forms Software Only, 1997 Nelco, Inc.
must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
22,720.00
0.93
1,002.19
3,130.64
0.25
1,302.00
$ 28,156.01
EV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Alverta M. Angle
FILE NUMBER
21-2003-0134
Debts of decedent must be reported on Schedule I.
ITEM
NO, DESCRIPTION AMOUNT
A.
FUNERAL EXPENSES:
None
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) ]~Dnita C. Hathdock
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address 12025 Hu~tin~ Crest
City Prospect State ~ Zip 40059
Year(s) Commission Paid: 2003
Attorney Fees Name: Weigle & Associates, P.C.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
See Schedule attached
Total from continuation page (s)
TOTAL (Also enter on line 9, Recapitulation) $
1,407.80
1,500.00
0.00
97.00
0.00
0.00
4,609.64
7,614.44
7 CPA11 NTF 10911
Copyright Forms Software Only, 1997 Nelco, Inc,
(If more space is needed, insert additional sheets of the same size)
Estate of:
Item
No.
Alverta M. Angle
SC~SIXILE H, PART B -- Administrative Costs
Description
Page 2
21-2003-0134
Amount
10
11
12
13
14
15
Cumberland Law Journal - advertising Letters Testamentary
News-Chronicle - advertising Letters Testamentary
J. Paul Fogelsanger Insurance Bgency - personal representative
bond
Postmaster - Department of Welfare certified mailing
Bonita C. Hathcock - reimbursement for the following expenses:
Avis Rental Car (1/9 - 1/18) $326.17; Avis Rental Car (2/4 -
2/8) $175.11; Shippen Place Hotel (1/14 - 1/18) $608.64; Steve
Naugle (cleaning out apartment) $280.00; Weis Market (funeral
reception) $108.95; Humana, Inc. (airplane travel) $1,776.52;
Shippen Place Hotel (2/4 - 2/8) $362.83; Executrix
meals/expenses $432.26
Allfirst Bank - estate checks
Register of Wills, Cumberland County - filing PA Inheritance Tax
Return
Register of Wills, Cumberland County - filing Family Settlement
Agreement
Weigle &Associates, P.C. - reimbursement for postage, xerox
copies and long distance telephone calls
75.00
101.00
267.00
4.42
4,070.48
7.99
15.00
50.00
18.75
TOTAL.(Carryforwardtomain schedule) ...... 4,609.64
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Alverta M. Anqle 21-2003-0134
Include unreimbumed medical expenses.
ITEM
NO. DESCRIPTION AMOUNT
1
2
3
4
5
6
7
8
9
10
11
12
13
Gerald Lyons - February rent
Penelec
Sprint
Penelec
J C Penney - credit card account payoff
Cumberland County Office of Aging -hcmemaker service
Antonia M. Chadwick, MD
Allfirst checking acct. #00971-0610-0 check clearing after date
of death
Sprint
S. Central Surgical Associates
Penelec
Expenses of public sale
Comcast Cablevision - final bill
7 CPA12 NTF 10912
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
300.00
30.52
36.60
42.88
25.00
30.15
32.68
40.60
3.76
67.32
25.22
688.20
5.12
1,328.05
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Alverta M. An~le
FILE NUMBER
21-2003-0134
NO.
I1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Estate of Clarence K. Angle
c/o Weigle &Associates, P.C.
126 East King Street
Shippensburg, PA 17257
RELATIONSHIP TO DECEDENT
Do Not Uat Trustee(s)
SurvivinU spouse
AMOUNT OR
SHARE OF ESTATE
19,213.52
ENTER DOLLAR AMTS, FOR DISTRIBS, SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE~ ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
TOTAL OF PART ~ -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
$ 0.00
7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco, Inc.
LAST WILL AND TESTAMENT
I, ALVERTA M. ANGLE, of 43½ West King Street, Shippensburg, Cumberland
County,.Pennsylvania, being of sound mind, memory and disposition, do hereby
make, publish and declare-this my Last Will and Testament, hereby revoking
and making void all wills by me at any time heretofore made.
FIRST. I order and direct the payment of all my Just debts and funeral
expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and mixed,
whatsoever and wheresoever situate, to my beloved husband, CLARENCE K. ANGLE,
absolutely.
THIRD. In the event that my said husband predeceases me or we die as the
result of a common disaster, I then give, devise and bequeath my said estate
in three equal shares to BONITA C. GENTRY, JOHN M. GENTRY and JACQUE D. ANGLE;
EXCEPTING, HOWEVER, I give and bequeath my husband's 10 GAUGE SINGLE BARREL
SHOTGUN and old EDISON PHONOGRAPH WITH RECORDS, to JACQUE D. ANGLE,
absolutely.
Signed, sealed, published and :
declared by ALVERTA M. ANGLE, :
the Testatrix, as and for her :
Last Will and Testament, in the :
presence of us who have at her :
request signed our names as :
witnesses hereto in the presence :
of the said Testatrix and of each :
o the r. :
allfirst
March 11, 2003
Weigle & Associates, P.C.
Attn: Jerry A. Weigle
126 East King Street
Shippensburg, Pennsylvania
17257-1397
Allfirst Financial Center N.A.
P.O. Box 900
Millsboro, DE 19966
4
RE: Estate of Alverta M. Angle
Date of Death: January 12, 2003
Social Security Number: 179-10-3969
Dear Mr. Weigle:
In response to your request, please be advised of the following account the above-
named decedent had with this bank and the balance on the date of death.
Account Type ........................... Relationship w/I nt. Checking Account
Account Number ....................... 00971061 O0
Ownership (Names of) ................ Alverta M. Angle; Larry E. Weaver, POA
Opening Date ............................ 01/28/80
Balance on Date of Death ........... $
Accrued Interest. ......................
Total ...................................... $
22,720.00
.93
22,720.93
This response does not apply to any assets held with Allfirst Brokerage, where Allfirst Bank is serving as a trustee, nor to
any credit cards owned by Bank of Amedca bearfng AIIfirst Bank's name.
For further account information, closures and/or reimbursement of funds refer to below
branch.
35-39 East King Street, Shippensburg, PA 17257, telephone 717-532-4132.
Sincerely,
Mary Anne Macielag
Associate I/ClS
(302) 934-2240
CITIZENS BANK
525 William Penn Place
Suite 153-2510
Pittsburgh, PA 15219
April 8, 2003
JERRY A. WEIGLE, ESQUIRE
WEIGLE & ASSOCIATES, P.C.
126 EAST KING STREET
SHIPPENSBURG, PA 17257
Estate of ALVERTA M ANGLE
Date of Death: Jan 12, 2003
SSN: 179-10-3969
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 412.867.3882.
Sincerely,
Kristen Pattison Connolly
Operations Services
CITIZENS BANK
Account Number 6140720435
Account Title CLARENCE K ANGLE ALVERTA M ANGLE
iDate Opened
Account Type
11/26/1997
Time Deposits
Principal Balance as of DOD $0
Interest from Last Posting to DOD $0
Account Balance as of DOD $0
YTD Interest to DOD $0
FINAL
SETTLEMENT
SELLER NAME
ADDRESS
AUCTIONEER
DATE OF SALE
PHONE -~'"~ ~
~)
PROFESSIONAL FEES /C
AUCTIONEER ~ $
CLERK $
CASHIER $
OTHER EXPENSES
3a 7.~
CASH $
CHECKS $
· OTHER RECEIPTS
TOTAL RECEIPTS
LESS TOTAL EXPENSES
I (or we), the seller, accept this settlement and acknowledge receipt of the above specified
from the auction of my goods and properly sold on the above date. I accept all responsibility
merch/~able title to all goods, and property sold, and for delivery of title to the purchaser.
· . Auctioneer or Cashier's Signature (Seller's Signature)
~/Z/~3 Date
/./ / (Seller's Signature)
net proceeds
for providing
Date
Date
814 7299
>)RETLI~.N<::i F.'.4 [kgOJMENT 72589F..410
CPRt~ 5 6 2 0 I 6 0 GR~
Mi ~'F: 6974 MI IN: 7~
TOTAL MILES [~IVEN: 2t8
FtAI'E# ~ ~1 ~]~ ~]T: ~8
SIL E:LIZC C~' 4~ ~ tN: 0/8
~TH~ F~3/53 L
FT~E: 7i7-52~-26~
[~TE ~ BZk~: 3~T~
18-424 SB]NALTER RD SUITE 10 HAGERSTQWN,.~,217~US
5291
[f_NIED: O~qNOS/i~.--~Z~. AT: HAGERSI~N ~ 8
REll]RN: 18dAN(XB/11-30D AT: H/~T. RBTI~ ~' I~
DUE IN: 18~b~N03/].300 AT: H~GERST[~N AP ~
~Ymw*~.~OPTiC~4~_ .SE~JICES**~mym
LDN: 20.~/[~Y EECLINED
PAl: 3,00/[~qY DECLINFF~
F~': 1.~..,/[~Y [EC£INED
AL!: 10.'~.~i/~AY DECL~NEZ~
F~IOEE: 301-791-14~ 194964
RATE: DD/E TIME: 8 IN 23
MIN 99 lIE'S
SA~[~qY NIGHT QVE~TAY REQU!R~
0 MI (~ .00
0 HR ~ 13.67
2 DY ~ ~.49
INK t~. Z-rmS.99 206.99
OMO(]
DO/E 318FM
TI~E & MILEAGE. : 275...97
FUS_ SER~IOE: .245~/MI
m, 6.00% F[:lE + 16.5~
5]BIOTAL 2~.~
TAX 11.500% + S9.64
'i'O'i'~_ ~'' '
~ 't .'~S 326.17
Pt, KiUNT DL.i.iE CV LLSD 326.i7
HAIHO]CK ,LL
F~MAHA iNC.
12025 HI~TING CREST
Ff;C~FE~, ,KY, 4005. ,US
O_LB
........ +iO'[TCES- KOTiCES. KOTiCES.----
...... lHE q~J~K THAT' AFT'EARS iN "~i4[IJN.'[ [tJE" HAS BE~4
::i:II_{ f-:D TO ~q'~JR ViSA
..... ~i.L CHA. E~S ~qE S~LJECT TO Ni~IT ~ND ,_~N~3E IF ANY
: }~t[l[;,'S AF£ FOUND.
KOT ICES- NOT ICES -NOT IC~ ~OT ICES
..... IF C~R IS RETL~NED Ni'~ IFi~ F1JEL THAN ~HEN RCNTFZ~
A ,.~RVI[2 CP~ APFt. iES.
.... I H#~E READ AN[~ ~F,~ TO TF£ l~'J:,i4S A~D COKOITIFJNS
SFL'~N f.~'~ THIS F£Nq'AL [CCU~F~T AfEi ON THE ~ABA]E
REI'~i'N_ [OOJ~-~T JN3i<ET D.~-I_I'~!]'iED TO ME WITH 1HIS
The Shippen Place Hotel
32 East King Street
Shippensburg, PA 17257
(717) 532-4141 /(717) 532-5142
shippen@innernet.net / www. shippenplace.com
Page 1 of 1
Ms. Bonnie Hatchcock
500 West Main St
Louisville, KY 40202
Master Folio I Weekday: 65.00 Weekend: 65.00
01/13/03 205 Restaurant - 0042 19.96 0.00 19,96
01/14/03 205 Transient Room Revenue 65.00 0.00 84.96
01/14/03 205 Sales Tax - 6.000% 3.90 0.00 88.86
01/14/03 205 County Hotel Tax - 2.000% 1.30 0,00 90.16
01/14/03 205 Transient Room Revenue 65.00 0.00 155.16
01/14/03 205 Sales Tax - 6.000% 3.90 0.00 159.06
01/14/03 205 County Hotel Ta .... "' 1.30 0.00 160.36
01/14/03 205 Transient Room 65.00 0.00 225.36
01/14/03 205 Sales Tax - 6.01 3.90 0.00 229.26
01/14/03 205 County Hotel Ta 0.00 230.56
01/15/03 205 Transient Room 0.00 295.56
01/15/03 205 Sales Tax - 6.0{ 0.00 299.46
01/15/03 205 County Hotel Ta 0.00 300.76
01/16/03 205 Restaurant - 00~ 0.00 361.03
01/16/03 205 Transient Roomi 0.00 426.03
01/16/03 205 Sales Tax - 6.0( 0.00 429.93
01/16/03 205 County Hotel Ta~ ' 0.00 431.23
01/17/03 205 Restaurant - 005 0.00 468.24
01117103 205 Transient Room: - 0.00 533.24
01/17/03 205 Sales Tax - 6.01~ 0.00 537.14
01/17/03 205 County Hotel TaD 0.00 538.44
01/18~03 205 Transient Room 0.00 603.44
01/18/03 205 Sales Tax - 6.06 . 0.00 607.34
01/18/03 205 County Hotel Ta) ~:~ 608.64
01/18/03
205
American
Exprea 608.64 ) 0.00
Summary and 'I
Balance Due 0.00
Taxable Sales 455.00
Sales Tax 6.00°~ ........
.. 27.30
County Hotel Tax f""~ 9.10
JEM/1 Thank you for staying with us!
01/18/03 10:08 AM
AVIS
814793803
Av~s Re~t :t Car Syslem~ ~.n~
~C
1335
LINDSAY L,. HATHCOCK o6-99
BONITA C. HATHCOCK
12025 HUNTING CREST
PROSPECT, KY 40059 !
Order of ~'~
O. PN CBAbK -
o¢o
· /~ ~/,¢,,,~.*.~ .) '. _ ~ _ .,,nnnnn~'-~.
I:O~]O-OO [DP.~: :~OO r-. I, RP. I, =, l,,' l, :~ :~5 ' ~"~"" "= ' ?'''
030i i5947 310 O~ tO~ 10~6 1333
LINDSAY L HATHCOCK 06-99
BONITA C. HATHCOCK N.~:J~/2L ~/~3 Z1-10/830
12~5 HUNTING CR~T Date . 0~
PROSP~,
~=~ ~, ~'~
LINDSAY I- HATHCOCK
BONITA C. HATHCOCK
12025 HUNTING CREST
PROSPECT, KY 40059
,a..o,. /, 7o L, ~ ~z,~/7--/-
o~59 1331
D., l 3; ~
HUMANA INC
PERSONAL AIRPLANE USE (HAC)
EMPLOYEE LEVEL DATE FR(~)M
HATHCOCK, BONNIE CONTROL
01/09/2003 LOUISVILLE KY
01/14/2003 WASHINGTON DC
01/18/2003 HAGERSTOWN MD
02/04/2003 WASHINGTON DC
02/08/2003 HAGERSTOWN MD
HAGERSTOWN MD
HAGERSTOWN MD
LOUISVILLE KY
HAGERSTOWN MD
LOUISVILLE KY
AIRCRAF'r
MILEAGE
~STATUTE)
#OF
PERSONS
TAXABLE
AMOUNT
I 443 1 $312.20
I 55 I $71.84
I 443 2 $624.40
1 55 2 $143.68
1 443 2 $624.40
$1,776.52
The Shippen Place Hotel
32 East King Street
Shippensburg, PA 17257
(717) 532-4141 / (717) 532-5142
shippen~innernet.net / www.shippenplace.com
Page 1 of 1
Mr. Lindsay Hathcock
500 West Main St
Louisville, KY 40202
(210) 2O375
Master Folio
02/04/2003 02/08/2003 0.00
Weekday: 62.00 Weekend: 62.00
02/04/2003 210 Transient Room Revenue 62.00 0.00 62.00
02/04/2003 210 Sales Tax- 6.000% 3.72 0.00 65.72
02/04/2003 210 County Hotel Tax - 2.000% 1.24 0.00 66.96
02/05/2003 210 Transient Room Revenue 62.00 0.00 128.96
02/05/2003 210 Sales Tax - 6,000% 3.72 0.00 132.68
02/05/2003 210 County Hotel Tax - 2.000% 1.24 0.00 133.92
02/06/2003 210 Restaurant - 0032 94.99 0.00 228.91
02/06/2003 210 Transient Room Revenue 62.00 0.00 290.91
02/06/2003 210 Sales Tax - 6.000% 3.72 0.00 294.63
02/06/2003 210 County Hotel Tax - 2.000% 1.24 0.00 295.87
02/07/2003 210 Transient Room Revenue 62.00 0.00 357.87
02/07/2003 210 Sales Tax - 6.000% 3.72 0.00 361,59
02/07/2003 210 County Hotel Tax - 2.000% 1.24 0.00 362.83
02/08/2003 210 American Express - THANK YOU 0.00 362.83 0.00
Summary and Taxes
Balance Due 0.00
Taxable Sales 248.00
Sales Tax 6.00% 14.88
County Hotel Tax 2,00% 4.96
JML/1 Thank you for staying with us!
02/08/2003 10:06 AM
/0
//
/5
I~. oo
[0. oo
/6-
/~.oo
/¥
~ O0
-'f Om-AL $
'lA'.'; F_RCARD )fXXXXXXXXXX;
~:3SuED TO: HATHCOCK BO, N~
EXP. PA i'F' 05/06
AUTH. ~ 011656
YOU F[)~' ,,iSiI-[NG
BUREAU OF INDIVIDUAL TAXES
/NHERZTANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17118-0601
JERRY A NEIGLE ESQ
NEIGLE & ASSOCS
IZ6 E KING ST
SHIPPENSBURG
COHNON#EALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
:'\~?!i]FZLE NUHBER
REV-IE,~7 EX AFP
08-18-2005
ANGLE ALVERTA
01-12-2005
21 05-0154
COUNTY CUNBERLAND
ACN 101
Amount Remitted
HAKE CHECK PAYABLE AND REHIT PAYNENT TO:
REGISTER OF NILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS -.~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR
DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF ANGLE ALVERTA HFILE NO. 21 03-0134 ACN 101 DATE 08-18-2005
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
4. Hortgegas/Notas Reca/vabla (Schedule D) (4)
$. Cash/Bank Dapos/ts/H/sc. Personal Property (Schedule E) ($)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Adm. Costs/H/sc. Expenses (Schedule H) (9)
10. Debts/Hortgege L/eb/1/t/es/L/ens (Schedule 1) (10)
11. Total Deduct/ohs
12. Nat Value of Tax Return
28/156.01
.00
.00 NOTE: To /nsure proper
.00 cred/t to your account,
.00 subm/t the upper port/on
.00 of th/s form w/th your
tax payment.
.00
(8)
7,614.44
15.
14.
NOTE:
28,156.01
528.05
(11) R.942.49
(la) 19,215.52
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0
Nat Value of Estate Subject to Tax (14) 19,215.52
Zf an assessment ~as issued previously, llnes 1~, 15 and/or 16, 17, 18 and 19 ~ill
reflect flgures that include the total of ALL returns assessed to date.
(16) 19,215.52 x O0 = .00
(16). .00 x 045= .00
(17) .00 x 12 : .00
(18) .00 X 15 = .00
(19)= . O0
ASSESSNENT OF TAX:
15. Amount of L/ne 14 at Spousal rate
16. Amount of L/ne 14 taxable at L/neal/Class A rata
17. Amount of L/nm 14 at S/bl/ng rate
18. Amount of L/ne 14 taxable at Collateral/Class B rata
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYHENT R~CEIPI DXSCOUNT
DATE NUHBER INTEREST/PEN PAID (-)
ZF PA/D AFTER DATE [ND[CATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
· °°I
.00
.00
.00
( ZF TOTAL DUE TS LESS THAN $1, NO PAYHENT TS REI~UZRED.
[F TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred
in possess[on or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration cf any estate for
life or for years, the Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 8 (collateral) rata an any such futura interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z~ of ZOO0. (72 P.S.
Section 9140).
Detach the top pert[on of this Notice and submit aith your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications are available at the Off[ce
of the Register cf Hills, any of the 25 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-aoo-36Z-ZO50; services for taxpayers with special hearing and / ar
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOZ1, Harrisburg, PA 17128-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department cf Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601
Phone (7173 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SZ) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this.notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day 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 (6Z) percent per annum calculated at a daily rate cf .000164. Al1 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 tho PA Department of Revenue. The applicable interest rates for 198Z through ZOO5 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 lOX .000548 1987 9Z .000247 1999 7Z .O0019Z
1983 16Z .000458 1988-1991 llZ .000501 ZOOO 82 .000219
1984 X1Z .000501 1992 92 .000247 2001 9Z .000247
1985 15Z .000556 1995-1994 7Z .000192 2002 62 .000164
1986 XOZ .000Z74 1995-1998 9Z .D00247 2005 5Z .0001~7
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINI~UENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) 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.
ESTATE OF ALVERTA M. ANGLE
File No. 21-03-0134
FAMILY SETTLEMENT AGREEMENT
THIS AGREEMENT made this day of _ ,
BETWEEN: The Estate of Clarence K. Angle, being the legatee under the Last
Will and Testament of Alverta M. Angle, late of the Borough of Shippensburg,
Cumberland County, Pennsylvania,
AND
BONITA C. GENTRY, n/k/a BONITA C. HATHCOCK, Executrix of the Estate
under the Last Will and Testament of Alverta M. Angle, deceased,
WHEREAS, Alverta M. Angle died January 12, 2003, testate, and under her Will
left her estate to the party herein; and
WHEREAS, Letters Testamentary were granted to Bonita C. Gentry n/k/a Bonita
C. Hathcock on February 14, 2003, by the Register of Wills of Cumberland County,
Pennsylvania; and
WHEREAS, Clarence K. Angle passed away on March 26, 2003, with Letters
Testamentary having been granted to Bonita C. Gentry, n/k/a Bonita C. Hathcock on
August 3, 2003, by the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, all assets of the late Alverta M. Angle have been liquidated or
distributed and all her debts paid in full, and further the period of four months having
been terminated since the first advertisement of the issuance of Letters to the said
Executrix, the said party hereto desires to waive the duties of Executrix to file a First and
WEIGLE & ASSOCIATES, RC. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397
Final Account with Proposed Schedule of Distribution for purposes of confirmation by
the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND
FURTHER desires that a Family Settlement Agreement be executed, which Family
Settlement will be duly recorded among the deed records in and for Cumberland County.
NOW, THEREFORE, WITNESSETH, that the party hereto, in consideration of
the premises above stated, and of the Accounting and Proposed Schedule of Distribution
attached hereto and made a part hereof, and the receipt of her distributive share as therein
shown, does mutually bind herself to the said Distribution and Accounting as set forth
and further mutually releases Bonita C. Hathcock, Executrix, from all claims and
demands whatsoever arising out of settlement of the Estate of Alverta M. Angle.
The party hereto does further agree that should any liability come due to the estate
of the said decedent after the signing of this agreement, she does hereby covenant and
agree with the aforesaid personal representative that she will contribute pro rata her share
of the estate to satisfy any and all claims, demands, suits, or causes of action which may
be successfully prosecuted against the said estate or the aforesaid personal representative
after the signing, sealing and delivery of this family settlement agreement and final
release.
IN WITNESS WHEREOF, the party has hereunto set her hand and seal the day
and year first above written.
WITNESS:
o~th ~.. I-i'athcocl~, E~ecutrix~
Estate of Clarence K. ~
WEIGLe & ASSOCIATES, P-C. -- ATTORNEYS AT LAW -- 126 EAST KINg STREET -- SHIPPENSBURG, PA 17257-1397
STATE OF KENTUCKY
COUNTY OF de .//~4-60 r~
On this, the '~(::}t'~---' day
before
of Cc b r-
me, the undersigned officer, personally appeared BONITA C.
, 2003,
HATHCOCK,
known to me (or satisfactorily proven) to be the person whose name is subscribed to the
within instrument, and acknowledged that she executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
(SEAL)
WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397
EXECUTRIX'S ACCOUNT
FIRST AND FINAL ACCOUNT OF
BONITA C. HATHCOCK, EXECUTRIX
FOR
ESTATE OF ALVERTA M. ANGLE, DECEASED
Date of Death:
Date of Executrix's Appointment:
Dates of Advertisement of Letters:
Cumberland Law Journal
News-Chronicle
Accounting for the Period:
January 12, 2003
February 14, 2003
March 7, 14 & 21, 2003
March 4, 11 & 18, 2003
February 14, 2003 to
September 4, 2003
Purpose of Account: Bonita C. Hathcock, Executrix, offers this account to acquaint
interested parties with the transactions that have occurred during her administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Jerry A. Weigle, Esquire
Weigle & Associates, P.C.
126 East King Street
Shippensburg, PA 17257
717-532-7388
WEIGLE & ASSOCIATES, I~C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397
~Y OF ACCOUNT
Estate of Alverta M. Angle
For Period 01/12/01 Through 9/4/03
Proposed Distribution to Beneficiaries
Page
6
Fiduciary
Acquisition
Value
$18,479.44
Principal
Receipts
Net Gain (or Loss) on Sales or
Other Dispositions
Other Receipts
Less Disbursements:
Administration~es (Prin)
Fees and Conmissions (Prin)
Funeral Expenses (Prin)
Other Expenses (Prin)
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
Income
Receipts
Less Disbursements
Balance before Distributions
Distributions to Beneficiaries
Income Balance on Hand
Combined Balance on Hand
4
5
$4,701.64
2,907.80
763.00
2,419.05
$29,247.01
0.00
0.00
$29,247.01
10,791.49
$18,455.52
0.00
$18,455.52
$ 23.92
0.00
$ 23.92
0.00
$ 23.92
$18,479.44
RECEIPTS OF PRINCIPAL
Estate of Alverta M. Angle
As of 9/4/03
Page 1
Assets Listed in Inventory
(Valued as of date of death)
Fiduciary
Acquisiti~
Value
Checking Accounts
Allfirst Checking Acct. #0097106100 $0.93 Accrued Interest
Deposit in transit at date of death
Clarence K. Angle's Social Security benefit
payment for February, 2003, which was direct
deposited to above checking account
Savings Accounts
Citizens Bank Savings Acct. #6240964021
$0.25 Accrued Interest
Household Goods &Furnishings
Proceeds of public sale on 4/8/03
TOTAL INVENTORY
$ 22,720.93
1,002.19
1,091.00
$ 24,814.12
3,130.89
1,302.00
$ 29,247.01
DISBURSSb~rfS OF PRINCIPAL
Estate of Alverta M. Angle
For Period 01/12/01 Through 9/4/03
Page 2
~z~d_nistration~es (Prin)
01/17/03 Cumberland County Register of Wills - letters
testamentary and short certificates
02/12/03 Allfirst Bank - estate checks
02/25/03 Cumberland Law Journal - advertising Letters
Testamentary
02/25/03 Postmaster - Department of Welfare certified
mailing
02/27/03 J. Paul Fogelsanger Insurance Agency -
personal representative bond
04/14/03 News-Chronicle - advertising Letters
Testamentary
06/19/03
Bonita C. Hathcock - reimbursement for the
following expenses: Avis Rental Car (1/9 -
1/18) $326.17; Avis Rental Car (2/4 - 2/8)
$175-.11; ShippenPlace Hotel (1/14 - 1/18)
$608.64; Steve Naugle (cleaning out
apartment) $280.00; Weis Market (funeral
reception) $108.95; Humana, Inc. (airplane
travel) $1,776.52; ShippenPlace Hotel (2/4 -
2/8) $362.83; Executrix meals/expenses
$432.26
06/19/03 Register of Wills, Omnk~rlandCounty - filing
PA Inheritance Tax Return
09/04/03 Register of Wills, Cumberland County - filing
Family SettlementAgreement
09/04/03
Weigle &Associates, P.C. - reimbursement for
postage, xerox copies and long distance
telephone calls
Fees and Commissions (Prin)
06/19/03 Bonita C. Hathcock - Executrix Commission
06/19/03 Weigle &Associates, P.C. - Estate Attorney
Fee
$ 97.00
7.99
75.00
4.42
267.00
101.00
4,070.48
10.00
50.00
18.75
$ 1,407.80
1,500.00
4,701.64
2,907.80
DISBURSS~IYI~ OF PRINCIPAL
Estate of Alverta M. Angle
For Period 01/12/01 Through 9/4/03
Page 3
Funeral Expenses (Prin)
08/28/03 Shull-Koontz - cemetery monument
Other Expenses (Prin)
02/12/03 Allfirst checking acct. #00971-0610-0 check
clearing after date of death
02/24/03
02/27/03
02/27/03
03/12/03
03/12/03
03/12/03
03/12/03
03/26/03
03/26/03
04/03/03
04/08/03
06/05/03
09/04/03
Gerald Lyons - February rent
Penelec
Sprint
Penelec
J C Penney - credit card account payoff
Cumberl~d County Office of Aging - homemaker
service
Antorkia M. Chadwick, MD
Sprint
S. Central Surgical Associates
Penelec
Expenses of public sale
Comcast C_~blevision
Estate of Clarence K. Angle - February Social
Security benefit
40.60
300.00
30.52
36.60
42.88
25.00
30.15
32.68
3.76
67.32
25.22
688.20
5.12
1,091.00
$ 763.00
2,419.05
TOTAL DISBURSEMENTS OF PRINCIPAL $ 10,791.49
PRINCIPAL BALANCE ON HAND
Estate of Alverta M. Angle
As of 9/4/03
Page 4
Checking Accounts
Allfirst Estate Checking Acct. #951205052
Less: Income balance on hand
PRINCIPAL BALANCE ON HAND
Current
Value
$ 18,479.44
$ 18,479.44
23.92
$ 18,455.52
Value
$ 18,479.44
$ 18,479.44
23.92
$ 18,455.52
RECEIPTS OF INCIiME
Estate of Alverta M. Angle
For Period 01/12/01 Through 9/4/03
Page 5
Interest
Allfirst Checking Acct.
02/05/03 Interest
03/05/03 Interest
03/27/03 Interest
Allfirst Estate Checking Acct. #
02/18/03 Interest
03/17/03 Interest
09/04/03 Interest April - August
Citizens Bank Savings Acct.
02/27/03 Interest
Total Interest
TOTAL RECEIPTS OF INCOME
$ 3.91
0.19
0.14
4.24
$ 2.12
4.69
11.94
18.75
$ 0.93
$ 23.92
$ 23.92
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
Estate of Alverta M. Angle
For Period 01/12/01 Through 9/4/03
Page 6
To: Estate of Clarence K. Angle
Cash
09/04/03 The beneficiary will receive a 100% interest in the
estate's residue, representing a portion of the
following assets:
Cash
$ 18,479.44
Total
TOTAL PROPOSED DISTRIBUTIONS TO BENEFICIARIES
$ 18,479.44
$ 18,479.44
BONITA C. HATHCOCK, Executrix of the Estate of Alverta M. Angle,
deceased, hereby declares under oath (penalties of perjury) that she has fully and
faithfully discharged the duties of her office; that the foregoing First and Final Account is
true and correct and fully discloses all significant transactions occurring during the
accounting period; that all known claims against the estate have been paid in full; that, to
her knowledge, there are no claims now outstanding against the estate; and that all taxes
presently due from the estate have been paid.
g~-ni(a C' I-[a-thcock, Exec~.~
Subscribed and sworn to by
BONITA C. HATHCOCK
before me this (~ day of
('3~-,~ ~2/- C ,2003.
WEIGLE ~ ASSOCIATES. Re. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397
REGISTER OF WILLS, CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Alverta M. Angle
Date of Death: January 12, 2003
Will No. 21-03-0134
· 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 administrati6n of the estate is complete:
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No x ·
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and
approvals of formal or informalaccounts may be filed wit~ the~
Cerk of the urpnans' Court and b/eh
· may attached to this
re~ort//
/!
Date: October 23, 2003 ~
'~ WEIGLE & ASSOCIATES, P.C.
12'6' East King St~reet
Address
_ Shippensburg, PA 17257
.( 717 ) 532-7388
Tel. No.
Capacity:
(Y~.H:rmf/AM3)
X
Personal Representative
__Counsei for personal
representative