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DECEDENT'S ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
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ESTATE OF Helen L Weigel ,DECEASED
No. 21-10--0187
PETITION FOR ADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. RULE 6.9
This form maybe used in all cases involving the Audit of fhe Account of a Decedent's Estate. If
space is insufficient, riders maybe attached. Attach the spouse's election, if any; the papers
required under items 8-19 inclusive; and any instrument pertinent to the adjudication.
INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM.
Name of Counsel: Bradley L. Griffie
Supreme Court I.D. No.: 34349
Name of Law Firm: Griffie & Associates
Address: 200 N Hanover Street
Carlisle, PA 17013
Telephone: 717/243-5551
Fax: 7171243-5063
E-mail:
bgriffie@griffielaw.com
Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. P89e 1 Of 1 O
Estate of Helen L Weigel ,Deceased
1. Name(s) and address(es) of Petitioner(s):
Name: Patsy L. Weigel
address: 791 Nnrfh Mirlrllp+nn Rnarl
Carlisle, PA 17013
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and Account and state reason:
None
Is this the first accounting by this fiduciary? ......................................................................... ®Yes ^ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on 02/12/2010
® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on
02/25/2010
Date of Will (if applicable): 04/13/2000
Date(s) of Codicil(s) (if applicable):
Date of probate (if different from date Letters granted):
Was a bond required? ^Yes ®No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ............................
Dates of advertising of the grant of Letters:
03/04/2010 03/11/2010 03/18/2010
® Yes ^ No
03/05/2010 03/12/2010 03/19/2010
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Estate of Helen L Weigel ,Deceased
3. Was decedent survived by a spouse?
If yes, name of the surviving spouse:
Yes ® No
4. Has the surviving spouse filed to take an elective share?
(~ Section 2201 et sic. of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
Yes ~ No
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state):
NIA
6. Did the decedent marry after execution of Will or Codicil(s)?
Were any children born to decedent after execution of
Will or Codicil(s)? ........................................................
If yes, give names and dates of birth:
Name:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. §1412, was a request for a statement of claim sent to
the Department of Public Welfare? .........................................
Yes ® No
Yes ® No
Date of Birth:
Yes ® No
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Estate of Helen L Weigel ,Deceased
8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will
be given to all parties in interest listed in item 9 below, all unpaid creditors and all
claimants listed in item 10 below. In addition, notice of any questions requiring
Adjudication as discussed in item 14 below has been or will be given to all persons
affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition,
the Attorney General's clearance certificate (or proof of service of Notice and a
copy of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
and Address of
Patsy L. Weigel
721 North Middleton Road
Carlisle, PA 17013
Daughter
(Petitioner, Executrix and sole heir)
100%
Interest
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Estate of Helen L Weigel ,Deceased
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
None
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (~ PA. O.C. Rule 12.4).
NIA
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
N/A
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Estate of Helen L Weigel ,Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim
Admitted? Will Claim
Be Paid in
Full?
Above
Attachment
Total
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? .......................................................................................... ®ves ^ No
Was family exemption allowed? .......................................................................................... ®ves ^ No
Family exemption claimant's name and relationship:
Name: Patsy L. Weigel Relationship: Daughter
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Estate of Helen L Weigel ,Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows:
Date Payment interest
05/11/2010 20,307.12 -1,068.80
11 /12/2010 5,899.99 0.00
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? ................................................................ ^ Yes ® No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
None
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? ............................................................ ^ Yes ® No
15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation.
Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page ~ Of 'I O
Estate of Helen L Weigel ,Deceased
16. Had the decedent been adjudicated an incapacitated person? ........................................... ^ Yes ® IVo
If yes, attach a copy of the Order if available; otherwise state Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
Date Description Amount
None
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ................................................... ^ Yes ® IVo
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose:
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ................................................................................................. ^ Yes ® IVo
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? ................................................................................ ^ Yes ® IVo
As to real estate only? ......................................................................................................... ^ Yes ^ IVo
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Estate of _ Helen L Weigel ,Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s) Amount Proportion
Patsy L. Weigel 100%
B. Principal:
Proposed Distributee(s) Amount Proportion
Patsy L. Weigel 100%
Submitted By:
(All petitioners must sign.
Add additional lines if necessary):
`~
Name of etitioner: atsy L. Weigel
Name of Petitioner:
Name of Petitioner:
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Estate of Helen L Weigel ,Deceased
Verification of Petitioner
(Verification must be by at least one petitioner.)
The undersigned hereby verifies * [that nersne is rise
of the above-named nameofcorporation
and] that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the
information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any
false statements herein are made subject to the penalties of 18 Pa. C.S. §4904 (relating to
unsworn falsification to authorities).
f'_
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Signat a of Petitioner Patsy L. Weigel
Signature of Petitioner
Signature of Petitioner
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
of Counsel for Petitioner
ley L. Griffie
Form OC-O1 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 O Of 1 O
In re: IN THE COURT OF COMMON PLEAS
OF THE 39th JUDICIAL DISTRICT,
CUMBERLAND COUNTY BRANCH,
PENNSYLVANIA
Estate of Helen L. Weigel, :ORPHAN'S COURT DIVISION
late of North Middleton Township No. 2010-00187
Cumberland County, Pa., deceased PA No. 21-10-0187
FIRST AND FINAL
ACCOUNT OF
Patsy L. Weigel, Executrix
Estate of Helen L. Weigel
late of North Middleton Township, Cumberland County
Pennsylvania, deceased
CERTIFICATE OF CLERK
The above Account was filed on , 2012, last advertised March 19,
2010, according to law, and is presented herewith to the Court of Common Pleas, Orphans' Court
Division for confirmation.
Date
Clerk
ORDER OF COURT
2012, no exceptions or objections having been filed to the account
or to the proposed schedule of distribution, the within account and schedule of distribution are
confirmed and distribution is directed in accordance with the schedule of distribution.
BY THE COURT,
J.
Date of Death: February 12, 2010
Gross value of estate: $623,995.13
Distribution amount of estate: $440,691.90
Last advertising: March 19, 2010
In re:
Estate of Helen L. Weigel,
late of North Middleton Township
Cumberland County, Pa., deceased
IN THE COURT OF COMMON PLEAS
OF THE 39t" JUDICIAL DISTRICT,
CUMBERLAND COUNTY BRANCH,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
No. 2010-00187
PA No. 21-10-0187
DATE OF DEATH: February 12, 2010
LETTERS GRANTED: February 25, 2010
FIRST COMPLETE ADVERTISEMENT March 5, 2010
OF GRANT OF LETTERS
DISTRIBUTION OF ESTATE INCLUDED 1N ACCOUNTING
DISTRIBUTION AMOUNT IS $440,691.90
GROSS VALUE OF ESTATE IS: $623,995.13
ACCOUNTING FOR THE PERIOD February 25, 2010 through January 15, 2012
Purpose of the Account: Patsy L. Weigel, Executrix, offers this accounting 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, questions
or objections can be discussed with:
Bradley L. Griffie, Esquire
Attorney for Petitioner
200 North Hanover Street
Carlisle, PA 17013
(717) 243-5551
(800) 347-5552
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2
PRINCIPAL ASSETS RECEIVED
REAL ESTATE
1. 302 Wildwood Road $220,000.00
Carlisle, Pennsylvania
Upper Frankford Township
Subtotal $220,000.00
STOCKS AND BONDS:
1. Banco Santander, N.A. $ 868.61
66.004 shares valued at 13.16 per share
2. United States Savings Bonds 89.14
L26100022 EE, dated August 30, 1986 ($50.00)
Subtotal $ 957.75
CASH AND BANK DEPOSITS•
L M&T Bank
Certificate of Deposit No. 31003915940471 $ 5 639.82
2. M&T Bank
Checking Account No. 2676044049 8,954.30
3. Members 1St Federal Credit Union
Regular Savings Account No. 4309500 2,364.41
4. Adams Electric Cooperative
Estate Retirement payout 209.03
5. Adams Electric Cooperative
Estate Retirement payout 698.13
6. Sovereign Bank
Checking Account No. 0311092543 1 145.29
7. Internal Revenue Service
2009 Personal income tax refund 68.00
Subtotal $ 22,353.98
3
PERSONAL PROPERTY AND VEHICLES:
1. 2003 Saturn L200 Sedan $ 3.275.00
Subtotal $ 3,275.00
JOINTLY HELD PROPERTY DOD Value Value of DecedenPs Interest
(a ll held jointly with Patsy L. Weigel)
1. United States Savings Bonds $ 55,370.33 $ 27,685.17
(See attached sheet)
2. Members 1St Federal Credit Union 6,438.77 3,219.39
Certificate of Deposit No. 43095-41
3. Members 1St Federal Credit Union 17,594.62 8.797.31
Certificate of Deposit No. 43095-42
4. Orrstown Bank 10,030.20 5,015.10
Certificate of Deposit No. 4000028033
5. Orrstown Bank 104,031.25 52,015.63
Certificate of Deposit No. 4000029434
6. Sovereign Bank, N.A. 44,619.32 22,309.66
Certificate of Deposit No. 2985543110
Subtotal $119,042.26
INTER-VIVOS TRANSFERS:
1. Members 1st Federal Credit Union. $ 8,024.21
Certificate of Deposit No. 43095-43
(Transferee-Patsy L. Weigel, 11/4/09)
2. Sovereign Bank 13,008.06
Money Market Account No. 1674063997
(Transferee-Patsy L. Weigel, 7/29/09)
3. Sovereign Bank 10,392.03
Certificate of Deposit No. 2895546899
(Liquidated within 12 months of death)
4
4. Sovereign Bank 82,493.15
Certificate of Deposit No. 2895461834
(Liquidated within 12 months of death)
Subtotal $ 113,917.45
ADDITIONAL RECEIPTS:
1. Nationwide Insurance
Auto Insurance premium refund 66.8?
2. West Shore pathology
Refund of overpayment 38.92
3. Masland Associates
Refund of overpayment 10.00
4. Guardian Long Terms Care Pharmacy
Refund of overpayment 39.67
5. Dr. Richard H. Jeffries, O.D.
Refund of overpayment 10.00
Subtotal $ 165.46
NON-PROBATE ASSETS:
1. Western National Life Insurance Co.. $ 144,243.23
Annuity No. VV217097
Subtotal $ 144,243.23
GAINS AND LOSSES ON LIQUIDATIONS AND OTHER DISPOSITIONS
LOSSES/COSTS:
1. Members 1St Fees before liquidation $ - 7.67
2. Banco Santander liquidation fees - 4.90
$ -12.57
5
GAINS:
1. M&T Certificate of Deposit. $ 2 32
2. M&T Checking 1,246.19
$ 1,248.51
Subtotal
$ 1,235.94
INTEREST ACCRUED ON ESTATE CHECKING ACCOUNT:
None
Subtotal $ 0.00
Total Principal of Estate with Adjustments $ 625,191.07
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT•
1. West Shore EMS $ 117.58
2. West Shore pathology 19.81
3. Guardian Long Term Care Pharmacy 98.33
4. Forest Park Health Center 30.00
5. Graham Medical Clinic 27 78
6. Graham Medical Clinic 27.95
7. Nationwide Insurance Co. 86 87
8. Alliance One Receivables Management, Inc. 129.57
9. Pennsylvania Department of Revenue 284.00
(Personal tax return 2009)
Subtotal $ 821.89
6
FUNERAL EXPENSES:
1. Egger Funeral Home $ 860.94
Subtotal
ADMINISTRATIVE EXPENSES AND COSTS:
1. Attorneys fees to Griffie & Associates $ 6,500.00
2. Probate fees 613.50
3. Advertising-Cumberland Law Journal 75.00
4. Advertising-The Sentinel 187.54
5. Family Exemption 3,500.00
6. Sovereign Bank-processing fees 20.00
7. Steven Barrett Appraisals (Real Estate) 450.00
8. Orrstown Bank (Bank fees) 11.45
9. Refund of annuity overpayment to Union Central Life Ins. Co. 371.22
10. Refund of pension overpayment to PSERS 537.29
1 1. Wagners Tax Service (2009 Personal Taxes) 100.00
Subtotal
TAXES:
Pennsylvania Inheritance Tax $ 27,275.91
Discount for pre-payment -1,068.80
Subtotal
Total Disbursement of Principal
$ 860.94
$ 12,366.00
$26,207.11
$ 40,255.94
PRIOR IN KIND DISTRIBUTIONS
1. Non-Probate Asset distributed to named beneficiary $ 144,243.23
Western National Life Insurance Co. Annuity No. VV217097
Subtotal
$ 144,243.23
7
Total Principal of Estate with Adjustments
$ 625,191.07
Less Disbursements of Principal
- $ 40, 255.94
Less Non-Probate Distributions
- $ 144 243.23
TOTAL
NET ASSETS/PROCEEDS AVAILABLE FOR DISTRIBUTION
TOTAL
PROPOSED DISTRIBUTIONS TO TESTAMENTARY BENEFICIARIES
AFTER ACCOUNT CONFIRMATION
None
Total Share of Distribution
$ 440,691.90
$ 440,691.90
$ 440,691.90
100%
TOTAL PROPOSED DISTRIBUTION OF $ 440,691.90
PRINCIPAL AND INCOME:
Patsy L. Weigel, Executrix of the Estate of Helen L. Weigel, deceased, hereby declares under
oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and
Final Account and Schedule of Distribution 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.
,~ ~ f
~/ Patsy .Weigel, Executrix
Swdrn and s~scribed before me
NOTARIAL SEAL
This,jL1~ day of~~~ 201 ROBIN,i. BASSETT, Notary Public
CARLISLE Bi>RQUGH, CUMBERLAND CO.
Commis+~r~ Expires Apr. 17, 2015
I hereby certify that written notice of the filing }of this Account, and of the date, time and place
when the same will be presented to the Court for confirmation and of the last day to file written
objections to said Account, has been given to every unpaid claimant and to every other person
known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir, or
next of kin.
. Grif ,Esquire