HomeMy WebLinkAbout03-0532PETITION FOR PROBATE and GRANT OF LETTERS
Estate of LouJ_g Welkes
also known as
Deceased.
Social Security No. 06/4-09-2310
To:
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(S, who>ix/are 18 years of age or older an the executrix
in the last wilt of the above decedent, dated
and
in the
codicil(s) dated
named
October 31 ,19.80
(state relevant circumstances, e.g. renunciation, dealh of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
is last family or principal residence at 550 Susan Road~ Camp Hill
(list street, number and muncipality)
Decendent, then 84 years of age, died March 12 ,XlX) 2003
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 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: Not applicable
10,000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
theron. {testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
,~._o Lenore Welkes
.~. 51 5 gu~an Road
~ Camp Hill. PA 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OFf ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administ~j~; l, he e_,~titfe_ according to law.
Sworn /'"~.4~d~.$..~_~
to or affirmed and subscribed ~ ~[~'
b~e me this ,~Z daft of [
J
Estate of Louis Welkes
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AnD NOW c .~Z/~/ / ~ ~,z'~'~, in consideration of the petition on
the reverse side here0~f, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated ~.7'~.~i~z-PC c~/, /9~C'
described therein be admitted to probate and filed of record as the last will of Louis Welkes
and Letters 7'~E~5/~'/~/.,?~-~/~-~ u'
are hereby granted to ~-,6/~;.ff ~- /-a'./~-/A/~' ~
Filed
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $
enunciation ................ $
TOTAL __ $ "~/~
'~. ,~ ./,.. :~C¢.,~: ............
~~:macher (23-2923408)
ATTORNEY (Sup. Ct. I.D. No.)
5115 East Trindle Road, Mechanicsburg, PA
ADDRESS
(717) 691-5400
PHONE
REGISTER OF WIL~ COUNTY
,~.OATH OF SUBSCRIBI~C~ITNESS
!~a_ a subscribing wi~tn~ e~s to the will pre~d herewith, (each) being duly qu~ied according to
t~ t~~ s~a~nd that ~ signed asa wit~t the
~~~n the presenc~ each other) (in the presence of the
~ther subscribi_~g wit~ess(es)).~ ~ "
19~~ ~
~ ~ _ (Address)
(NamO
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a ~(bscriber hereto, (eac/h~Z-being duly qualified according to law, depose(s) and say(s) that ---~e_~., ~p~- familiar with the signature of Lex :is {~ .t~_[ ~(:,$ ,
testatc.~ of (one of the subscribing~ccimesse~ to) the will presented herewith and
that
to the best
Sworn to or affirmed and subscribed before
me this
day of
~¥~c ..~c ~+~'~'. ~/ Register
--codieiq
believe~the signature on the will is in the handwriting of
knowledge and belief.
(Name) / ~
c~t?~-~ ~,~ ~ (~.fldress)
(Name)
(Address)
W-I
LOUIS Wi~?'. o~ .'~o
KNOW ALL 'MEN BY ~IESE PRESENt: ~at 1, ,
Cumberl~md
of the City.own of Camo Hill , ~unty of
and S~ of Pennsylvania , ~ing of wund and disposinl mind and memo~, do make, pub~h and
declare the follo~ng to ~ my ~ST WILL AND ~STAME~, hereby revoking all Wills by me at any time heretofore made.
FIRST: I direct my Executrix, hereinafter named, to pay nil my funeral expenses, administration expenses of my estate,
including inheritance and succession taxes, state or federal, which may be occasioned by the passage of or succession to any
interest in my estate under the terms of either this instrument or a separate inter vivos trust instrument, and all my just debts,
excepting mortgage notes secured by mortgages upon real estate.
· SECOND: AH the rest, residue and remainder of my estate, both real and personal, of whatsoever kind or character, and
wheresoever situated, I give, devise and bequeath to my beloved wife:
L~!~0R?] W!,~LK !,iS , to be hers absolutely and forever.
THIRD: If my said wife does not survive me, then I give, devise and I~equeath such rest, residue and remainder of my estate to:
(Name) CAROL AN~"~ LAUV2,!R , of
(Address) 81 Cherry Lane~ RD8 Carlisle ~ennsvlw~nia 1701~
Number Street City State Zip
to be hi~/hers absolutely and forever.
FOURTH: I hereby appoint my wife L ,~,~0R.~ WELKinS as Executrix of this my
LAST WILL AND TESTAMENT. If she does not survive me, then I appoint CAP.0L ANN L b~UVZP.
as Executor/F_.xecutrix. I direct that no Executor/Executrix serving hereunder shall be required to post bond.
WI?TH: In addition, if my wife does not survive me, I bequeath 'the amount of
One Thousand Dollars ($1,000.00) to the Humane Society of Harrisburg Area, Inc.,
to be divided equally between the Harrisburg and Mechanicsburg shelters.
(signhere) . - . <-~/~_0 (~ ~_~ . L.S.
Signed, sealed, published and declared to be his LAST WILL AND TESTAMENT by the within named Testator in the
Prwi~nSence of us, who in his presence and at his request, and in the presence of each other, h.ave hereunto sub.our, names as
. - - -- ' L -City ~/ State
/ City State
AFFIDAVIT
Personally appenred (1) ~
(~)
,~/~,~~} City
or
Town
and (3)
who being duly sworn, depose and say that they attested the said Will and they subscribed the same at the request and in the
presence of the said Testatrix and in the presence of each other, and the said Testatrix signed said .Will in their presence and
acknowledged that she had signed said Will and declared the same to be her LAST WILL AND TESTAMENT, and deponents
further state that at the time of the execution of said Will the said Testatrix appeared to be of lawful age and sound mind and
memory and there was no evidence of undue influence. The deponents make this affidavit at the request of the Testatrix.
Subscribed nnd sworn to before me this,
(Notary Seal)
(l)
day of ~'
:.,C:.;. :: ~ ~-"
Camp Hill, Gumberland Co.,
, ~ Ccrnmissim Exo~re~ July 10, 1982
,19~?O ,
(2)
(3)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Louis Welkes
Date of Death: March 12, 2003
Will No. None Admin. No. 700~-005~?
To the Register:
1 certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on March 13, 2003 .
Name Address
Lenore Welkes
515 Susan Road, Camp Hill, PA 17011
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: October 17, 2003
S~ture
Name Fenstermacher and Associates, P.C.
Address 5115 East Trindle Road
Mechanicsburg, PA 17050
Telephone ( 71)7 691-5400
Capacity: __
Personal Representative
X Counsel for personal representative
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
FENSTERMACHER JOHN R
5115 EAST TRINDLE ROAD
MECHANICSBURG, PA 17050
RE: Estate of WELKES LOUIS
File Number: 2003-00532
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: 3/12/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
(jS?
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
1,011;1=: Wp.lkp'!=l
Date of Death:
March 12. 2003
Estate No.:
2003-00532
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 0 No !Xl
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: Decemher, 1. 700<;
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 0 No 0
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 0 No 0
Date: 4-12-05
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts maybe filed with the Clerk of the Orphans' Court and may be
attached to this report. ~
Sig\Jature
~ <
" Fenstermacher and Associates, P.C.
Name
5115 East Trindle Road. Mechanicsburg, PA
Address 17050
717-691-5400
Telephone No.
Capacity: 0 Personal Representative
!Xl Counsel for personal representative
)
Estate of WELKES LOUIS
Late of EAST PENNSBORO TOWNSHIP
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-03-00532
Date:
4/08/2005
NO.: 21-03-00532
FENSTERMACHER JOHN R
5115 EAST TRINDLE ROAD
MECHANICSBURG PA 17050
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE
Personal Representative: WELKES LENORE
Personal Representative Counsel: FENSTERMACHER JOHN R
Date of Decedent's Death: 3/22/2003
Date of Delinquency Notice: 3/12/2005
The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans'
Court, in accordance with rule 6.12, Supreme Court Orphans' Court
Rules, hereby notifies the Orphans' Court Division, Court of Common
Pleas of Cumberland County, that neither the above named personal
representative nor their counsel, have filed with the Register of
Wills or Clerk of Orphans' Court, his/her Status Report required by
Rule 6.12, Supreme Court Orphans' Court Rule, and that the
requisite notice, pursuant to Rule 6.12, Supreme Court Orhans'
Court Rules, was given by the Clerk of Orphans' Court on 3/03/2005
and that the ten (10) day notice to file the status report has
expired. Accordingly, in accordance with Rule 6.12 the Court is
hereby notified of such delinquency and the undersigned requests
that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or
their counsel.
cc: File
Personal Representative
Counsel
~~-U~
Glenda Farner Strasbaugh
Clerk of Orhans' Court
A hearing is scheduled for June 03, 2005 at 9:30 AM in
Courtroom No. 03. If the Status Report is filed prior to the
hearing date, the hearing will automatically be cancelled.
G"O,"~
uA
--.J
15056051047
REV-1500 EX (06-05)
PA Department of Revenue '*
Bureau of Individual Taxes
PO BOX 280601
Harrisburg, PA 17128-0601
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death
OFFICIAL USE ONLY
County Code Year
File Number
INHERITANCE TAX RETURN
RESIDENT DECEDENT
J.... \ O~
()o 5 .~...d--
Date of Birth
0.6 4
3 10
Decedent's Last Name Suffix
Decedent's First Name
MI
(If Applicable) Enter Surviving Spouse's Infonnation Below
Spouse's Last Name Suffix
Spouse's First Name
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
_ 1. Original Retum
<=.l
4. Limited Estate
<=.l
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
c:.::;)
2. Supplemental Return
c:>
c::>
c:.::> 4a. Future Interest Compromise (date of
death after 12-12-82)
C) 7. Decedent Maintained a Living Trust
(Attach Copy of Trust)
C) 10. Spousal Poverty Credit (date of death C=> 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. AlL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Number
6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
8. Total Number of Safe Deposit Boxes
c::::>
00.
Second line of address
,-.- }
~I REGISTER OF (w?LL7." USE ONLrrl
--:-) I
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I.: ~ I
I I
i I
I I
i ,I ",)!
I DATE FILED I
'------.---'--------C".---'
C)
First line of address
Correspondent's e-mail address:John@Fenstermacherandassociates.com
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
DATE
ADDRESS
R THAN REPRESENTATIVE
DATE
October 25, 2006
ast Trindle Roa~echanicsburg, PA 17050
PLEASE USE ORIGINAL FORM ONLY
Side 1
L
15056051047
15056051047
--.J
~
REV-1500 EX
15056052048
Decedent's Name:
Louis Welkes
Decedent's Social Security Number
064 0 ~2 3 1 0
RECAPITULATION
1. Real estate (Schedule A). .., . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1.
2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . .
4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . .
6. Jointly Owned Property (Schedule F) c:::) Separate Billing Requested . . . . . . .
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) c:::) Separate Billing Requested. . . . . . . .
8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
3.
4.
5. ..
6. .
7. .
8. 0 ..
9.
9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . . .
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/See 9113 Trusts for which
an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13.
14. Net Value Subjectto Tax (Line 12 minus Line 13) ........ . . . . . . . . . . . . . . . . 14.
TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0_
16. Amount of Line 14 taxable
at lineal rate X.O_
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
..
.
o ..
15.
16.
17.
19. TAX DUE. . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
18.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
c:::)
L
15056052048
Side 2
15056052048
--I
Kt:V--'OUU 1:.)\ t"age,j
File Number
Decedent's Complete Address:
DECEDENT'S NAME
Louis Welkes
STREET ADDRESS
CITY
eam Hill
I STATE
PA
~
I 17011
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
-~---- Totallnterest/Penalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Fill in oval on Page 2, Line 20 to request a refund. (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(5B)
o
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 properly transferred;......................................................................................... 0 [Xl
b. retain the right to designate who shall use the properly transferred or its income; ............................................ 0 [Xl
c. retain a reversionary interest; or.......................................................................................................................... 0 [X]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [Xl
2. If death occurred after December 12, 1982, did decedent transfer properly within one year of death
without receiving adequate consideration? .............................................................................................................. 0 [Xl
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 [Xl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 @
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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 three (3) percent [72 P.S. 99116 (a) (1.1) (ill.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is zero (0) percent [72 PS. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in
72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value oftransfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, undel
Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
FENSTERMACHER AND ASSOCIATES, ~C.
ATTORNEYS AND COUNSELORS AT LAW
,'<'J1-
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Tllf JONAr RIJPP IIOlJrf
JOHN R FENSTERMACHER
DIRECT DIAL (717) 691-5420
"MEMBER PENNSYLVANIA AND
NEW JERSEY BAR
October 25, 2006
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Louis Welkes
File No. 2003-00532
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Greetings:
Enclosed please find the original and two (2) copies of an Inheritance Tax Return
with respect to the above-captioned Decedent. Please time stamp and return one copy
to our office for our records in the enclosed self-addressed envelope. Thank you.
Very truly yours,
FENSTERMACHER AND ASSOCIATES, P.C.
By: ~ it !ium
nnie R. Shultz, Se~tary
crs
Enclosures
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PLEASE RESPOND TO:
THE JONAS RUPP HOUSE
5115 EAST TRINDLE ROAD
MECHANICSBURG. PENNSYLVANIA 17050
MECHANICSBURG OFFICE:
(717) 691-5400
FAX (717) 691-5441
www.fenstermacherandassociates.com
john@fenstermacherandassociates.com
OCEAN CITY OFFICE:
26 BAY AVENUE
OCEAN CITY, NJ 08226
(609) 391-9461
FENSTERMACHER AND ASSOCIATES, ~C.
ATTORNEYS AND COUNSELORS AT LAW
'~f~~;5~~...5~
'.' ,,(,; <11'.".'
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"!o,&;..t,", ['.t,f1if,?.,.,.-
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TilE JONAt RUPP HOUtE
JOHN R. FENSTERMACHER
DIRECT DIAL (717) 691-5420
. MEMBER PENNSYLVA:'<IIA AND
NEW JERSEY BAR
October 27, 2006
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Attention: Jackie
RE: Estate of Louis Welkes ~~
File No. 2003-00532
"
Estate of Angela Chelsea Smith .fW
No. 1999-00470 \")
o
D~r Jackie:. ..'
cr: ~_,~_ r
Coo Th~lik you for your courtesy call regarding the above Estates. Enclosed please
fiQ9 our:Jirm's checks in the amount of $15.00 for the filing fee with respect to each
Q'ecedent's tax return. Thanks again!
Very truly yours,
()
FENSTERMACHER AND ASSOCIATES, P.C.
By:~f.~
nie R. Shultz, cretary
crs
Enclosures
PLEASE RESPOND TO:
THE JONAS RUPP HOUSE
5115 EAST TRINDLE ROAD
MECHANICSBURG, PENNSYLVANIA 17050
MECHANICS BURG OFFICE:
(717) 691-5400
FAX (717) 691-5441
www.fenstermacherandassociates.com
iohn@fenstermacherandassociates.com
OCEAN CITY OFFICE:
26 BAY AVENUE
OCEAN CITY, NJ 08226
(609) 391-9461
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COMMONWEALTH OF PENNSYLVANIA
f::r':1';)l"'fr, nFF!(U~TMENT OF REVENUE
f.~:\:'~:~~~=:' ~. I~T':J:CE OF INHERITANCE TAX
i~t.-.i. .,1:; t 1.A?~)tAfSltlEtrr, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CLERK OF
OR HA,N'8 COURT
CUM;~~~"I\jD CO" P.4
JOHN R FENSTERMACHER
5115 E TRINDLE RD
MECHANICSBURG PA 1
REV-1547 EX AFP (06-05)
11-13-2006
WELKES
03-12-2003
21 03-0532
CUMBERLAND
101
APPEAL DATE: 01-12-2007
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iiv:is4,-ii-AFP-ioi:osi-NOTi i-OF-iNHiiiTANCi-TAi-APPiAiiiMiNT:-ALLOWANCi-oi---------------
DISAL OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LUIS FILE NO. 21 03-0532 ACN 101 DATE 11-13-2006
RN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
LOUIS
ESTATE OF WELKES
RESERVATION CONCERNING FUTUR INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BA ED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A)
2. Stocks and Bonds (Schedule
3. Closely Held Stock/Partner (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Pe sunal Property (Schedule E)
6. .Jointly Owned Property (Sc dule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credi t to your accCKmt,
sub.it the upper portion
of this for. with your
tax paYll8"t.
.00
APPROVED DEDUCTIONS AND EX EM TIONS:
9. Funeral Expenses/A~. Costs isc. Expenses (Schedule H) (9)
10. Debts/Mortgage Li8bilities/ iens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Chariteble/GovernBentel sts; Non-alected 9113 Trusts (Schedule J)
14. Net Value of Estate Subj ct to Tax
.00
.00
(1lJ
(12)
(13)
(14)
nn
.00
.00
.00
19 will
NOTE:
I~ an asses..ent was issued previously, line. 14, 15 and'or 16, 17, 18 and
r~lect ~igures that include the total ~ ~ returns asse.sed to date.
ASSESSMENT OF TAX:
IS. ~t of Line 14 at Spousa
16. ~t of Una 14 tu:able a
17. A.CKmt of Line 14 at Siblin
18. A80unt of Line 14 taxable a
19. Principal Tu: Due
rate
Lineal/Class A rate
rate
Collateral/Class B rate
(1S)
(16)
(17)
(18)
.00 X
.00 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
.00
.00
.00
.00
DATE
NUltBER
INTEREST/PEN PAID (-)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
· IF PAID AFTER DATE INDICATED, SEEI REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV.1470 EX (~) .
-
'*
--- ,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME
REVIEWED BY
ITEM
SCHEDULE NO.
Louis Welkes
INHERITANCE TAX
EXPLANATION
OF CHANGES
Department of RE venue I Teresa Seiders
EXPLANATION OF CHANGES
File number
ACN
2103-0532
101
Efforts to file an Inheritance Tax return have been exhausted In the above referenced
estate. ThereforE, the filing requirements have been waived. The Department however,
reserves the rlgh to assess any assets that may be recovered at a future time.
ROW
Paae 1
Cumberland County - Register Of Wills
One Courthouse Square
Carlislel PA 17013
Phone: (717) 240-6345
Date: 2/20/2007
FENSTERMACHER JOHN RICHARD
5115 E TRINDLE RD
MECHANICSBURGI PA 17050
RE: Estate of WELKES LOUIS
File Number: 2003-00532
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES I NO. 103
SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
3/12/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report I please disregard
this notice.
SincerelYI
~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
st
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/20/2007
WELKES LENORE
515 SUSAN ROAD
CAMP HILL, PA 17011
RE: Estate of WELKES LOUIS
File Number: 2003-00532
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 is due by:
3/12/2007
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~~
l..../
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: Welkes, Louis
Date of Death: March 12, 2003
File Number:
2003-00532
Pursuant to Pa. O.C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. D Yes rn No
2. If the answer-is No, state when the personal representative
reasonably believes that the administration will be complete:
60 days
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . . . DYes DNo
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. DYes DNo
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
d~
{
Capacity: DPersonal Representative 1[1 Counsel
Date March 5, 2007
Matthew Aaron Smith. ESQ.
Name of Person Filing this Form
5115 East Trindle Road
Address
Mechanicsburg,PA 17050
.,"7 . I.
C, (.. . I
0- \'>" 1
-' '-' :, ;'.
717-691-5400
Telephone
Form RW-JO rev. 10.13.06
co
;-()03 - 5?dJ
FAMILY SETTLEMENT AND FINAL RELEASE
IN
ESTATE OF LOUIS WELKES, DECEASED
KNOW ALL MEN BY TIlESE PRESENTS, that WHEREAS, Louis Welkes, late
of East Pennsboro Township, Cumberland County, Pennsylvania, deceased, died testate
on the 12th day of March, 2003, having first made his last will and testament, which was
duly executed on the 31 st of October, 1980;
WHEREAS, the said Louis Welkes, by the aforesaid last will and testament,
named Lenore Welkes as Executrix of said last will and testament;
("")
WHEREAS, letters testamentary on the state of the said decedent we~y
,_u-o
-n::r: p
issued by the Register of Wills of Cumberland County, Pennsylvania, to the ~~~
'-)(")0 -0
Executrix, hereinafter called personal representative; (-38 -n ::J:
.:- ::0 _
-D --i ..
WHEREAS, the said personal representative has gathered the assets ofthe estate~
of the said decedent and the assets consist of both real property and personal property,
jointly possessed with Louis Welkes, personal representative, as set forth in Exhibit A,
which is a statement of account of the said personal representative, and which is attached
hereto and made a part hereof, and marked Exhibit A;
WHEREAS, criminal charges were brought against one Tiffany Bowens on
behalf of the Estate however there were no assets available for restitution;
WHEREAS, the debts and deductions amount to $0.00 leaving a balance for
distribution of $0.00, also set forth in the statement of the said personal representative
which is attached hereto and marked Exhibit A;
WHEREAS, there is no balance for distribution, as all assets were held jointly, as
shown in the said statement marked Exhibit A;
,.....,
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WHEREAS, no child, decedent, heir or person is entitled to claim against the
balance of the Estate;
NOW, THEREFORE, KNOW YE, that I, Cheryl Difilippo, being the Executrix
of the Estate of the now late Lenore Welkes, personal representative of the Estate of
Louis Welkes, do hereby acknowledge that I have completed the remainder of Lenore
Welkes's duties as personal representative of the Estate of Louis Welkes in full
satisfaction, and payment of all sum or sums of money, legacies, bequests, and devises as
are given, devised and bequeathed by the said last will and testament, the amounts due
under said last will and testament, which amounts are fully described in the table and
schedule of distribution in said statement attached hereto and marked Exhibit A, have
been fully performed;
AND, I hereby stipulate that in order to avoid the expense and time involved in
the filing of a formal account and schedule of distribution, it is agreed that no account is
necessary and further that distribution be made without the filing of an account and
schedule of distribution, the same to be with the same force and effect as if they had been
filed and confirmed by the Orphans' Court Division of the Court of Pennsylvania,
Cumberland County Branch.
THEREFORE, I, as Executrix of the Estate of Lenore Welkes, personal
representative of the Estate of Louis Welkes, hereby remise, release, quitclaim and
forever discharge the heirs, executors, and administrators and assigns, of and from all
actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by
reason thereof, or for any other use, matter, cause or thing whatsoever touching upon the
estate of the said decedent, and I do further hereby covenant and agree that should any
liability come due to the estate of the said decedent after the signing of this agreement, I
do hereby covenant and agree that I will contribute pro rata my 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,
WITNESS:
7- /tJ - CJ7
Date
C?)~ ./fl~
~ Cheryl DiFil'
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF C~~RLAND
On this. the Jl!E 4Ily of ~ . .;? CJ CJ "1. before me. a Notary
Public, the undersigned officer, per I peared Cheryl DiFilippo, (known to
me/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 THEREOF, I hereto set my hand and official seal.
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
ROBYN A. CRONIN, Notary Public
Hampden Twp., Cumberland County
My Commission Expires September 23.2010
"f~tl ~'
r
i
EXHIBIT A
". .
..
,. .
'.
.,
Statement of Account
Assets
1. 515 Susan Road, Camp Hill, Pennsylvania 17011
a. Held Jointly with Spouse Lenore Welkes
2. PNC, N.A. Checking ACCotUlt, Number 51-4006-7672
a. Held Jointly with Spouse Lenore Welkes
Number of Assets Remaining in Estate:
Value of Assets Remaining in Estate:
Debts and Deductions
- None -
Number of Debts and Deductions:
Value of Debts and Deductions:
BALANCE FOR DISTRIBUTION:
-0-
$0.00
-0-
($0.00)
$0.00
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 2/11/2008
FENSTERMACHER JOHN RICHARD
5115 E TRINDLE RD
!'iJECHANICSBURG, PA 17050
RE: Estate of WELKES LOUIS
File Number: 2003-00532
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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 18 due by:
3/12/200::)
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/11/2008
WELKES LENORE
515 SUSAN ROAD
CAMP HILL, PA 17011
RE: Estate of WELKES LOUIS
File Number: 2003-00532
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
AE3 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 1S due by:
3/12/2008
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
l"
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Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF
Cumberland
COUNTY, PENNSYL VANIA
Name of Decedent: Louis Welkes
Date of Death: March 12, 2003
File Number: 2003-00532
Pursuant to Pa. O.c. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. IZI Yes D 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? . . . . . .. DYes IZINo
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? ............................... IZIYes DNo
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk ofthe Orphans' Court and may be attached to this report.
-1f[, 'ilm. <hi. Fwm
Date
March 5, 2008
Capacity: D Personal Representative IZI Counsel
John R. Fenstermacher, Esquire
Name of Person Filing this Form
5115 East Trindle Road
Address
Mechanicsburg, P A 17050
(717) 691-5400
~.
Telephone
Form RW-IO rev. 10.13.06
';;;/