HomeMy WebLinkAbout03-1030PETITION FOR PROBATE and GRANT OF LETTERS
also known aJ ~,~~I~
, Deceased.
Social Security No.
No.
To:
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or old.er an th~executf-i' ~(
in the last will of the above decedent, dated 3-U/~ J ~
and codicil(s) dated
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (} L/P/[/~ E/2,,L../°t/~/~) County, Pennsylvania, with
h ~- last family, or.principal re~sidqnce at ~'~ /Ox, [AJ~/_/klLJT-
i_iEIvloYN~ tSo~.,~u6~c I_F..MoVI~ ~ ') .FA' 1"7~q~ '
(list street, number and muncipality)
Decendeot~the~n ~ years of~age, 0lcd ~"LJ~xl/ ~ ,1-9-
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 $ ~ la/Od),
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: C~t~"~/~-/lx,IC~, AccW g l,qoD, c>o /~AVIAIC~.q ACC'r-
WHEREFORE, petitioner(s) respectfully request(s) the probate, of the last will and codicil(s)
presented herewith and the grant of letters 'T'E'5~ ~ ~'lx3-l'/[ ~-~.
(testamentary; administration cma.; administration d.b.n.c.t.a.)
theron.
tative(s) of the above decedent petitioner(s) will well Andtruly a. dm~nister
and subsg~i,b~
oo3 l
~nna M. O~EO, lSE ~pury ' - 7- ~ffdgister"
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF Cm~borland
J
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-
the estate according to law.
No. 21-2003-1030
Estate Of
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
December 15th
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated July 3rd, ~OC)q
described therein be admitted to probate and filed of record as the last will of
BONNIE r,k~. MOORE
and Letters TeStanentary
are hereby granted to Charity WJ ] ~qon
FY: 2003, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $, 25.00
Short Certificates0 ) .......... $ 9.00
~:~n~ .x.':.P.ag.e.s.. ( .~.)... $. 3.00
JCP Fee $ 10.00
TOTAL __ $ 47.00
Filed . .~.c..e?..b~.r...1.5.~.h. ,. .2 .0.0. 3. .............
Mailed Letters to Executrix on 12/15/2003.
Donna M. Otto, 1st Deputy
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
21-2003-1030
LAST WILL AND TESTAMENT
OF
BONNIE LEE MOORE
I, Bonnie Lee Moore, of Cumberland County, Commonwealth of Pennsylvania, being of sound mind,
memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and
making void all former Wills by me at any time heretofore made.
Item I. I direct that my funeral be conducted in a manner corresponding with my estate and situation in
life and that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be
after my demise.
Item II. I give, devise and bequeath all of the rest, residue and remainder of my estate, whatever the
nature of such property may be whether real, personal or mixed, to my daughter, Charity Wilson. If she is not
living at my death, I leave my estate to my son, Gregory Sharp. Otherwise to my son, Joseph Sharp.
Item III. I nominate, constitute and appoint my daughter, Charity Wilson, as executor/executrix of this
my Last Will and Testament. In the event of renunciation, death, resignation, or inability to act for and reason
whatsoever of my daughter, Charity Wilson, I nominate constitute and appoint my son, Gregory Sharp,
executor/executrix of this my Last Will and Testament. In the event of renunciation, death, resignation, or
inability to act for and reason whatsoever of my son, Gregory Sharp, I nominate constitute and appoint my son,
Joseph Sharp, executor/executrix of this my Last Will and Testament.
I do hereby give to the executor/executrix hereof full power, discretion and authority at anytime or times
to sell, at private or public sale, mortgage, lease, pledge, exchange or otherwise deal with or dispose of the
property comprising my estate upon such terms as the Executor hereof deems best, to settle and compound any
and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefore.
Bonnie Lee Moore
Page I of 2
of
LAST WILL AND TESTAMENT
OF
BONNIE LEE MOORE
In WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, this
For identification, I have also signed the one preceding page hereof.
Bonnie Lee Moore
The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of
the Testator/Testatrix was on the date thereof signed, published and declared by the Testator/Testatrix therein named, as
and for her Last Will in the Presence of Us, who at her request, ~~nce,~in ~f each other have
subscribed our names as witness hereto. ~-~
Witness ~~.
Residing at //O~/~J ~
Residing at
....
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA ·
: SS:
:
Notarial Seal
Autumn M. Gleichman Notary Public
Mechanlcsburg Bore, Cumberland County
]My Commission Expires Nov. 15 2004
On this 3'"' day of ~'t/.tt,~' .20 O~ . before me. the undersigned authority, personally
appeared~o~t~i~, Le-~. 0f~00c'e-., '~)0~/~. ~0o.e.~o.A and ~p..a~ Ao.C~f', known to be or adequately proven
to be the Declarant and Witnesses, respectively, whose names are signed in forgoing instrument, who, in the presence of
each other, did subscribe their names to the attached Declaration (Will) on this date and, at the time of the execution of
this Declaration, the Declarant was over eighteen (18) years of age and of sound mind.
Page 2 of 2
WELTMAN, WEINBERG & REIS CO., L.P.A.
ATTORNEYS AT LAW
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113-1099
216.685.1000
www.~veltman.com
January 24, 2004
Cumberland, Register Of Wills
One Courthouse Square
Carlisle, PA 017013
CINCINNATI, OH
513.723.2200
COLUMBUS, OH
614.228.7272
DETRO1T, MI
248.362.6100
MOUNT HOLLY, NJ
609.9 !4.0437
PHILADELPHIA, P.A
215.599.1500
PITTSBURGH, PA
412.434.7955
Re:
Estate of Botmie L Moore
Case No. 21-03-1030
Our Client: Bank of America, N.A.
Account No. 4319041024414783
Balance Due: $3,364.63
Our File No. 3341230
Dear Clerk of Courts:
This law firm represents Bank of America, N.A. in connection with its claim which we wish to file on our client's behalf into
the estate of Bonnie L Moore, deceased. Enclosed is our check in the amount of $5.00 which we understand is the filing fee
for this claim.
Our client's claim is based upon its account number 4319041024414783 in the amount of $3,364.63. As of the date of this
letter, this is the amount due. Included with this letter is the claim form which we wish to present to this court and which we
are forwarding to the attorney and/or fiduciary of this estate.
It would be appreciated il' all correspondence and disbursements with respect to this matter be forwarded to our office and to
the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings also be forwarded to the
undersigned. Thank you lbr your cooperation in this matter.
VLF:iar
Sincerely Yours,
Veda Flowers
Legal Assistant
(216) 685-1171
Enclosures
cc: Charity Wilson
WELTMAN, WEINBERG & REIS CO., L.P.A.
ATTORNEYS AT LAW
323 W. Lakeside Avenue, Suite 200
Cleveland, Ohio 44113-1099
216.685.1000
www.weltman.com
CINCINNATI, OH
513.723.2200
COLUMBUS, OH
614.228.7272
DETROIT, MI
248.362.6100
MOUNT HOLLY, NJ
609.914.0437
PHILADELPHIA, PA
215.599.1500
PITTSBURGH, PA
412.434.7955
January 24, 2004
CERTIFIED MAIL
Charity Wilson
356 Walton St
Lemoyne, PA 17043
Re:
Estate of Bonnie L Moore
Case No. 21-03-1030
Our Client: Bank of America, N.A.
Account No. 4319041024414783
Balance Due: $3,364.63
Our File No. 3341230
Dear Sir or Madam:
This law firm represents Bank of America, N.A. with respect to the claim which we wish to file in the estate of Bonnie L
Moore. It is our understanding that you are the Fiduciary of the estate.
We are asking that you please accept our client's claim which is based upon its account number 4319041024414783 in the
amount of $3,364.63. As of the date of this letter, this is the amount due.
Please direct all correspondence and disbursements with respect to this estate directly to our office. It would also be
appreciated if you contact us to advise us when you anticipate making disbursements in this matter so that we may mark our
file for follow-up at that time.
Thanking you in advance for your cooperation in this matter.
This la~v firm is attempting to collect this debt for onr client and any information obtained will be used for that purpose.
Lastly, do not hesitate to contact us to further discuss this matter.
VLF:iar
Enclosures
cc: Charity Wilson- regular mail
Sincerely Yours,
Veda Flowers
Legal Assistant
(216) 685-1171
WWR#3341230
FORM 93-O.C. DIVISION
IN THE COURT OF COMMON PLEAS
of
CUMBERLAND, REGISTER OF WILLS, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
OF No. 21-03-1030
Bonnie L Moore
Deceased
For a credit card with Bank of America, N.A.,
Account No. 4319041024414783
CLAIM
To the Clerk of Orphans' Court Division:
Index and make proper entry in your official records of the claim of Bank of America, N.A.
c/o Weltman, Weinberg & Reis Co., L.P.A., 323 West Lakeside Avenue, Suite #200, Cleveland, Ohio 44113-1099
(Claimant)
in the amount of $3,364.63
against the estate of the above named decedent.
This claim is filed under Section 3532 (b) (2) of the Probate, Estates and Fiduciaries Code.
The said decedent, who resided at 322 R Walnut St Lemovne PA 17043
(Address)
Written notice of this claim was given to Charity Wilson on
(Personal representative, if any, or counsel)
, died on 11/11/11
356 Walton St Lc~no,/ne, PA 17043 &
Address or Personal Representative, if any, or counsel
(Claimant)
Veda Flowers, Agent for the Claimant
c/o Weltman, Weinberg, & Reis Co., L.P.A.
323 W. Lakeside Ave., Suite200
Cleveland, Ohio 44113
(Claimant's Address)
WWR # 3341230
STATEMENT OF ACCOUNTS
FOR:
Bank of America, N.A.
DECEDENT'S NAME: Bonnie L Moore
ADDRESS: 322 R Walnut St
CSZ: Lemoyne, PA 17043
SSN: 070-44-5025
ACCOUNT #: 4319041024414783
DOD: llfllfll
BALANCE DUE: $3,364.63
EXHIBIT A
FORM 93 - O. C. DIVISION
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVA~IA~E~ ~7 ~ :23
IN RE: ESTATE
OF
BONNIE L MOORE
(Deceased)
ORPHANS' COURT DIVISION
No. 21-2003-1030 of 2003
CLAIM
To the Clerk of Orphans court Division:
Index and make proper entry in your official records of the claim of OMNIUM
FINANCIAL RECEIVABLE SERVICES for MBNA (Claimant), account #
74973997730014 / 74973522551695, in the amount of $25,696.85 against the estate of
the above named decedent.
This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended.
The said decedent, who resided at 322 WALNUT ST, LEMOYNE, PA 17043-1659,
died on July 5, 2003.
Written notice of this claim was given to,,, (Personal representative, if any, or counsel).
February 11 , 2004
OMNIUM FINANCIAL RECEIVABLE SERVICES
7171 MERCY RD, SUITE 400
PO BOX 6618
OMAHA, NE 68106
800-999-3778
(Claimant's Address)
IN RE: ESTATE OF
BONNIE L MOORE
(Deceased)
No. 21-2003-1030 of 2003
OMNIUM FINANCIAL RECEIVABLE
SERVICES for MBNA
(Claimant)
Fee $
Filed
Attorney
Form 93
ARS-ARRC 25
CONTACT TYPE: PRMCON
FIRST
MIDDLE
LAST
EXTENDED:
SUFFIX:
RECOVERY MAINTENANCE
REASON: 00-ACTIVE
CONTACT INFOP~MATIONI [
I~%NGXXAGE: ENGLSH ADDRESS TYPE: PRMHOM
RESP: PRMRSP STREET: 322 WALNUT ST
RECDSP 7:34:56 2/11/2004
CITY: LEMOYNE
ZIP ~ODE: 17043 1659
ADDRESS INFO~TIONI[
SSN: 070445025 COUNTRY: US MAIL CODE: MAIL
ACCOUNT: 92648925
PACX~"r:
More...
PHONE INFORMATION ]
PHONE TYPE:
AREA CODE:
PREFIX:
NUMBER:
EXTENS ION:
ANSWER CODE: --
CALL CODE:
EVENTS
CURRENT BALANCE:
PROMISED PAYM~S:
BALANCES l ~a~'l~~
ADJUST~:~'~BA~: ..... -~.00000
PRINCIPAL PAYMENTS: 0.00000
PAYMENTS ] t ACCOUNT STATISTICS I
LISTING BALANCE: 25696.85000
LOCAL LISTING BAL: 0.00000
More...
102242 02/11/2004 07:34:50
102242 02/11/2004 07:34:40
102242 02/11/2004 07:30:0I
More...
[ ACCO~ A~IE~S]
CLM EXCUTR-FILE CI~tlM WITH PROBATE:[~t~FO~,.,
~I2~IM WITH PROBATE:PORBATE CLAIM FoRM
I FEES:S5.00000
FOLLOW UP ACTIVITY:
FOLLOW UP DATE:
FOLLOW UP TIME:
F2=CONTINUE SEARCH F3=EXIT F4=PROMPT F6=ADD CONTACT F7=PREVIOUS CONTACT FStNEXT CONTACT Fg=HISTORY F24=MORE KEYS
OMNIUM WORLDWIDE, INC. CUMBERLAND COUNTY REGISTER OF WILLS
02/11/2004 92648925 CLAIM BONNIE L MOORE
Check Total
OMNIUM
WORLDWIDE®
7171 Mercy Road
Omaha, Nebraska 68106-2628
~Z/-0.%/O3o
LJBHAHP
CUMBERLAND COUNTY REGISTER OF
WILLS
1 COURTHOUSE SQUARE
ATTN: SUE
CARLISLE, PA 17013
BONNIE MOORE
tTo t 3 h,,llh,,ilh,,,,,Ih,lh,,th,,Ih,,hh,lhhh,l
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Bonnie Lee Moore
Date of Death: July 5, 2003
Estate Number: 21-03-01030
To the Register:
I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
February 24, 2004:
Nanle
Charity Wilson
Address
356 Walton St., Lemoyne, PA 17043
Notice has now been given to all persons entitled the~-e~ under Rule 5.6 (a) except N/A.
Date: February 24~ 2004
S~gnature
~Xlame: Jan M. Wiley, Esquire
Address: 130 W. Church St., Suite 100
Dillsburg, PA 17019
Telephone: (717) 4~32-9666
Capacity: Counsel ~rtt6ersofi~l
Rep.::..,
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
01030
NUMBER
OFF\Clf,l USE ONLY
*'
FILE NUMBER
21 03
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
c~NWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 28OE101
HARRISBURG, PA 11'2&-0001
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Moore, Bonnie Lee
070-44-5025
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DATE OF DEATH (MM-DO-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN. DUPUCATE WITH THE
07/05/2003
02/07/1950
REGISTER OF WILLS
SOCIAL SECURlTI NUMBER
(IF APPlICABlEl SURVIVING SPOUSE'S NAME ( LAS1", flPST AND MIDDLE INI1"\I\L)
1. Original Return
2. Supplemental Return
o 3. Remainder Retum (date of death prior 1012-13-82)
o 5. Federal Es.tate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Allach Sch 0)
4. limited Estate
4a, Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Allach
copy of Trusl.)
10. Spousal Poverty Credit (date of death bfltween
12 1-91 and 1-1-
6. Decedent Died Testate (Allach copy
"'WIll)
9. litigation Proceeds Received
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ME
Jan M. Wiley, Esq.
IRM NAME (If applicable)
The Wiley Group
ELEPHONE NUMBER
7 I7 /432-9666
130 W. Church St.
DiIlsburg, PA 17019
(1) None OFFICIAL U~~,,9NlY
(2) None
(3) None
(4) None
(5) 16,285.12
(6) None
(7) None
(8) 16,285.12
(9) 9,049.31
(10) 35,276.70
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole~Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11)
44,326.0 I
12. Net Value of Estate (Line 8 minus Line 11)
(12)
iusolvent
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount ofUne 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z .045 (16)
C 16.Amount of Line 14 taxable at lineal rate x
~
~
.. 17. Amount of Une 14 taxable at sibling rate x .12 (17)
~
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u
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
120. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Form REV-1500 EX (Rev. 6-00)
Copyright 2000 form software only The Lackner Group, Inc.
~
Decedent's Complete Address:
STREET ADDRESS
322 R. Walnut 51.
I STATE PA
I ZIP 17043
CITY
Lemoyne
Tax Payments and Credits:
1. Tax Due (Page Hine 19)
2. CreditsIPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1) _
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
(3) 0.00
(4)
(5) 0.00
(5A)
(5B) 0.00
TotallnteresVPenalty (0 + E)
4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income oitha property transferred;.,....................................................,........................... ~ I
b. retain the right to designate who shall use the property transferred or"s 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?.... ..... ........................................ ....................................................... ............... 0
o
o
3. Did decedent own an Nin trust for" or payable upon death bank account or security at his or her death?.........
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation?. ..... .......................... ......................... ........... ......... ............ ............................
jgI
jgI
jgI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I hava examined this retum, Including accompanylng schedula.s. and statements, al'l<i to the best of my knowledge ana belief, it \5 true, r:orred.
and r:omplele. DeclarallOl'l of
preparer other than the personal representatiVe is based on all information of which preparer hes any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS
C 'ty 'Y' son ,
DATE
SI
356 Walton St.
Lemoyne, P A 17043
DA
ADDRESS
ADDRESS
DATE
/.t-\. .
L.J
130 W. Church 51.
Dillsburg, PA 17019
For d s of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to aT for the use of the
ing spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)J.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
(72 P.S. ~9116 (a) (1.1) (ii)l. The statute does not exemot a transferto 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 ne1 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, Dr a stepparent of the child is 0% [72 P.S. ~91 16 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P.S. ~9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)J. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
--.
LAST WILL AND TESTAMENT
OF
BONNIE LEE MOORE
I, Bonnie Lee Moore, of Cumberland County, Commonwealth of Pennsylvania, being of sound mind,
memory and understanding, do make and publish this my Last Will and Testament, hereby revoking and
making void all former Wills by me at any time heretofore made.
Item 1. I direct that my funeral be conducted in a manner corresponding with my estate and situation in
life and that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be
after my demise.
Item II. I give, devise and bequeath all ofthe rest, residue and remainder of my estate, whatever the
nature of such property may be whether real, personal or mixed, to my daughter, Charity Wilson. Ifshe is not
'living at my death, I leave my estate to my son, Gregory Sllarp. Otherwise to my son, Joseph Sparp.
Item III. I nominate, constitute and appoint my daughter, Charity Wilson, .as executor/executrix .of this
. my Last Will and Testament.. In the event of renunciation, death, resignation, or inability to act for and reason
whatsoever of my daughter, Charity Wilson, I nominate constitute and appoint my son, Gregory Sharp,
executor/executrix of this my Last Will and Testament. In the event of renunciation, death, resignation, or
inability to act for and reason whatsoever of my son, Gregory Sharp, I nominate constitute and appoint my son,
Joseph Sharp, executor/executrix ofthis my Last Will ,and Testament.
I do hereby give to the executor/executrix hereof full power, discretion and authority at anytime or times
to sell, at private or public sale, mortgage, lease, pledge, exchange or otherwise deal with or dispose of the
property comprising my estate upon .such terms as the Executor hereof deems best, to settle and compound any
and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefore.
~ ~eE ;limE:
Bonnie Lee Moore
Page 10f2
LAST WILL AND TESTAMENT
OF
BONNIE LEE MOORE
of
In WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, this
J wt' ' A.D.,20~. For identification, I have also signed the one preceding page hereof.
3rJ.
day
~ t!'eE 1l!~~
Bonnie Lee Moore
The preceding instrument, consisting of this and one other typewritten page, each identified by the signature of
the Testatortrestatrix was on the date thereof signed, published and declared by the Testatortrestatrix therein named, as
and for her Last Will in the Presence of Us, who at her request, in her presence, and in the presence f each other have
subscribed our names as witness hereto.
Residing at
/r"i
..J~
Residing at l}. )
/II.
llJ;-
/)0;6.
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYL VANIA
Notarial Seal . .
Autumn M. Glelchman, Notary Public
Mechanlcsburg Boro, -Cumberland :County
My Commission Expires Nov. 15.2004
SS:
couNTY OF ~lcwl..
On this 3rJ day of.]" v..h( , 20 ~ before me, the undersigned authority, personally
appeared "tol\l\ie Lee fV\ oore., ~e. Sea.cJCMM. and j~ J-to.r~, known to be or adequately proven
to be.the Declarant and Witnesses; respectively, whose names are signed in forgoing instrument, who, in the presence of
each other, did subscribe their names to the attached Declaration (Will) on this date and, at the time of the execution of
this Declaration, the Declarant was over eighteen (I 8) years of age and of sound mind.
~~,A.~
Signature Guarantee
Page 2 of2
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
C~NWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 03 - 01030
ESTATE OF
Moore, Bonnie Lee
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
1,120.24
Wachovia Bank Account Numher: 1000604281907:
2
Wachovia Bank Account Numher: 3060980632917:
1,028.43
3
Schwartz Refund:
0.10
4
AFLAC (refund):
34.62
5
AFLAC - payments to estate:
12,875.00
6
Federal Tax Return (refund):
927.00
7
P A State Tax Return (refund):
2.00
8
Capitol One Refunds:
297.73
TOTAL (Also enter on Line 5, Recapitulation)
16,285.12
.
~~.
Corechecking Annual
01 1000604281907 752 30
o 10
51,690
~CHOVIA
00014062 1 AS 0.301 02 AADC 61
1,..111",111..,,1...1..11..1.1,1
BONNIE L MOORE
REAR
322 WALNUT ST
LEMOYNE F'A 17043
PB
Corechecking Annual
12/16/2003 Ihru 1/16/2004
~6c6t..int number:
I\ccount holder(s):
1000604281907
BONNIE L MOORE
Account Summary
Jpening balance 12/16
Jther'withdrawals and service fees
210sing balancel/16
$1,120.24
1,120.24 -
$0.00
Other Withdrawals and Service Fee~
Jate
12/26
Atnouni-"_~-1:Qesciipiion
1,120,24 :DEBITTO CLOSE ACCOUNT
AS YOU REQUESTE;D YOUR ACCOUNT IS NOW CLOSED, AND THIS ts, THE
. . FIII/AL STATEMENT:' IF YOU HA \{E ANY QUESTIONS OR WISH TO .REOPEN
HIlS AccquNT, qALL US AT 1-800-275-3862, OR CONTACT YOUR LOCAL
FINANCIAt CENTER. WE APPRECIATE YOUR BUSINESS.
A WACHOVIA /;IOME E;t;!UITY LOANOR PRIME EQUITY LINE
CAN MAKE COVERINi3 LIFE'S EXPENSES MUCH EASIER. .
USE THEM m CONSOLIDATE DEBTS, REMODEL YOUR HOME
OR MAKE MAJOR PURCHASES. PLEASE VISIT YOUR NEAREST
WACHOVIA FINANCIAL CENTER OR CALL 866-300-9061.
CHANGING JOBS? SIMPLIFY YOUR FINANCES AND MAKE THE MOST
.. -.- - OFYOURREfiREMENT'FuNDsi3'rccif.isoi.i6ATiNGASSETS FROM A
FORMEREMPLOYER'S PLAN TOAWACHOVIA ROLLOVER IRA. OUR..
FINANCIAL SPECIALISTS CAN HELP COORDINA TE THE TRANSFER()F
Y()UR DlsTRiaiJTIONS() YOU CAiicONCENTRA TE ON OTiiER TiiiNGs.
VISIT YOUR LOCAL WACHOVIA FINANCIAL CENTER TO LEARN MORE
NACHOVIA BANK, NATIONAL ASSOCIATION, WEST MIDDLETOWN
page 1 of 2
II!'
~~4l!!:;iL1
lJnistatement Savings
01 3060980632917 752 60
o 10
51,698
\CHOVIA
00014064 1 AB 0.301 02 AADC 61
1",111,..111",,1,,1,,11..1.1,1
BoNNIE L MOORE:
REAR
322 WALNUT 5T
LEMOYNE PA 17043
PB
Unistatement Savings'
12/16/2003Uiru 1/16/2004
\ceount number:
\eeounl holder(s):
3060980632917,
BONNIE L MOORE
<\.c'countSummary
)penin~ balance 12/16
nlelesl paid'
)ther will1araw,lIs and 'service fees
:losing balance 1/16
$1,028.39
0.04 +
1,028.43 -
SO.OO
Deposits and Other Credits
Jato
Amount Description
0.04 INTEREST FROM 12/16/2003 THROUGH 12/26/2003
. $0.04
2/26
'Olal
[Ii terest
i~~~~~f,g:Xt~~~Syf~~~~~nn~J'eriod
hteresCeal"l1.ed,thJs statement period
nlerest paid Ihis statemenl period
nleresl paid Ihis year
10 ,
0.14%
$0.04
$0.04
$0.00
)ther Withdrawals and Service Fees
)ale.
Amount Description
ASYOU REQUESTED YO[jRACCOUNT IS NOW CLOSED, AND THIS IS, THI?
FINAL STA TEMENT. IF YOU HA VE ANY QUESTIONS OR WISH TO REOPEN'
THISACCOUNT, CALL USjJ,T 1-80Q,275,3862, oFi90NTACT YOUR LOCAL,.
FINANCIAL CENTER. WE APPRECIATE YOUR BUSINESS.
A WACHOVIA HOME EQUITY LOAN OR PRIME EQUITY LINE
CAN MAKE COVERING LIFE'S EXPENSES MUCH EASIER.
USE THEM TO CONSOLIDATE DEBTS, REMODEL YOUR HOME
OR MAKE MAJOR PURCHASES. PLEASE VISIT YOUR NEAREST
WACHOVIA FINANCIAL CENTER OR CALL 866-300-9061.
iACHOVIA BANK, NATIONAL ASSOCIATION, WEST MIDDLETOWN
page 1 of 3
WACHOVIA BANK. N.A.
WACHOVIA .
Deposit Account Close Confirmation
Customer Name(s) and Address
BONN IE L ~iOOR E
Date
REAR
322 WALi~UT 5T
LEMOYNE PA 17043
12/26/2003
ACCOUNT NUMBER: 1000604281907
Avaiiabie Baiance
+ Accrued Int
- Fed W/Hd Due
- Admin Fee
- Outstanding Db
- Ciosing Fee
$1,120.24
$0.00
$0.00
$0.00
$0.00
$0.00
Paid To Customer
$1,120.24
Thank you for having chosen Wachovia Bank, N. A. for
this account. If we can help you with other banking needs,
please let us know.
0000537523 (50/pkg Rev 01) CUSTOMER COPY
"_'~'U'___"'_---:-'__,""""----'-'
lax payer 10 Number
5070445025
-...
WACHOVIA BANK. N.A.
~ACHOVIA .
Deposit Account Close Confirmation
Customer Name(s) and Address
BONN IE L jviOOR E
Date
REAR
322 WALNUT ST
LEMOYNE PA 17043
12/26/2003
ACCOUNT NUMBER: 30609B0632917
Availabie Balance
+ Accrued I nt
Fed W/Hd Due
- Admin Fee
Outstanding Db
Closing Fee
$1,028.39
$0.04
$0.00
$0.00
$0.00
$0.00
Paid To Customer
$1,028.43
Thank you for having chosen Wachovia Bank, N. A. for
this account. If we can help you with other banking needs,
please let us know.
0000531523 (50lpkg Rev 01) CUSTOMER COpy
Taxpayer ID Number
S070445025
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~lAC
Worldwide Headquarters
1932 Wynnlon Road, Columbus, Georgia 31999-0001
1-800-992-3522
CHECK NUMBER: R003220739
DATE: 10/14/03
rfd~'1
P6872869
MOORE ESTATE OF BONNIE L 070445025
REFUND DUE TO DEATH
$34.62
LRCHECK
LOC NGG
PLEASE FOLD AND DETACH CHECK
C200l12J99
American Family life Assurance Company of Columbus (AFLAC)
Worldwide Headquarters: 1932 Wynnton Road. Columbus, Georgia 31999-0001
1-800-99-AFLAC (1-800-992-3522) Payroll Accounts/Policyholders/Claimants
1-800-462-3522 Associates/Agents. 1-800-742-3522 en espanol
www.aflac.com
.~
WlAC
Columbus, Georgia 31999
Toll Free 1-800-99-AFLAC (1-800-992-3522)
MAILING ADDRESS
POLICYHOLDER'S NAME AND ADDRESS
o
N
o
o
.
o
o
I",III,,,III,,,,I,,I,,II,,,,II,II,,,I,I,I,I,,,,J,I,,I,III,"I
THE ESTATE OF MOORE, BONNIE L 5528
322 WALNUT ST
LEMOYNE PA 17043-1659
MOORE, BONNIE L
322 WALNUT 5T
LEMOYNE PA 17043
-
=
-
-
--
=
=
;;;;;;
-
--
"'"
--
993501226
BONNIE
BM264
091603
C027085241
06-09-03 06-09-03
$5,000.00
$0.00
$5,000.00
PAGE TOTAL
5 000,00
American Family Ufe Assurance Company of Columbus (AFLAC)
~MC
Columbus, Georgia 31999
Toll Free 1-800-99-AFLAC (1-800-992-3522)
MAILING ADDRESS
POLICYHOLDER'S NAME AND ADDRESS
1",111",111,,,,1,,1,,11,,,,11,11,,,1,1,1.1,,,,1.1,,1,111,,,I
THE ESTATE OF MOORE, BONNIE L 6115
322 WALNUT ST
LEMOYNE PAl 7043- 1659
MOORE, BONNIE L
322 WALNUT ST
LEMOYNE PA 17043
-
=
-
-
=
-
-
-
--
-
-
586701523
BONNIE
BM264
032304
C029047515
06-09-03 07-05-03
$7,B75,00
$0.00
$7,875.00
MCi-lECK
PLEASE FOLD AND DETACH CHECK
DECEASED
Form"
1040EZ
Department of the Treasury - Internal Revenue Service
Income Tax Return for Single and
Joint Filers With No Dependents ~gl
2003
OMS No. 1545.0675
Label
(See page 12.)
Use the IRS
label_
Otherwise,
please print
orlype.
Presidential
Election
Campaign ~
(page 12) ,
Income
Attach
Form(s)W-2
here.
Enclose, but
do not attach,
any payment.
Note. You }
must check
YesorNo.
Payments
and tax
Refund
Have it directly
deposited! See
page 1 g and fill
in11b,11c.
and 11d.
Your social security number
070-44-5025
BONNIE L MOORE -DECEASED 7/5/2003
322 WALNUT STREET
LEMOYNE, PA 17043
Spouse's social securit 'J no.
... Important! ...
Vou must enter your
SSN(s) above.
You
Spouse
Note. Checking "Yes"will not change your lax or reduce your refund.
Do au or ours ouseifa"ointreturn want$3to otothisfund?
1 Wages, salaries, and tips. This should be shown in box 1 of your Form{s) W- 2.
Attach your Form(s) W- 2.
~
No
15,090.
2 Taxable interest. lfthe total is over $1.500, you cannot use Form 1040EZ.
3 Unemployment compensation and Alaska Permanent Fund dividends
(see paqe 14).
2
3
4 Add lines 1.2, and 3. This isyour adiusted qross income.
S Can your parents (or someone else) claim you on their return?
Yes. Enteramountfrom No. lfslngle, enter $7,800.
o worksheet on page 2. ~ Ifmarried fmngjointly, enter $15,600.
See page 2 for explanation.
4
15,090.
5
7,800.
6 Subtract line 5 from line 4. If line 5isrargerthan line 4, enter. 0-.
This is vourtaxable income.
~ 6
7,290.
7 Federal income tax withheld from box 2 ofvour Form(s) W- 2.
7
1,668.
8 Earned income credit (EIC).
8
9 Add lines7 and 8. These are vour total payments.
10 Tax. Use the amount on line 6 above to find yourtax in the tax table on pages
24- 28 of the booklet. Then, enter the tax from the table on this line.
~ g
1,668.
10
741.
11 If line 9 is larQer than line 10, subtract line 10 from lineS. This is your refund.
... 11a
927.
~
b Routing number /xxxxxxxxxl
D:llal<i"!1'<
~ c Type: 0 tlll>oOla<lg<:
Amount
ou owe
~
d Accountnumber /xxxxxxxxxxxxxxxxx!
Third party
designee
12 Ifline 10 is larger than line 9, subtraetline 9 from line 10. This is
the amount ou owe. For detalls on how to a see a e 20.
Do you want to allow another person to discLlssthis return with the IRS (see page 20)7
Designee's name Phone no.
~ PRE PARER ~
~ 12
X Yes. Complete the following. No
Personal JD number
(PIN)~ I 1_
Under penalties ofpe~ury, I declare that I have examined this return, and to the best of my knowledge and belief, it is true, correct, and
accurately lists all amounts and sources of income 1 received during the tax year. Declaration of pre parer (other than the taxpayer) is
based on all information of which the preparer has any knowledge.
Sign
here
Joint return?
Seepage11. ~
Keep a copy
foryour
records.
Your signature
Date
Daytime phone number
Spouse'ssignature. tfajoint return, both must sign.
Date
Your occupation
LERK
Spouse's occupation
Paid
pre parer's
use only
Preparer's ~
signature r
Firm's name (or
yours ifself- employed),
address andZIPcode
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see page 23.
KBA
J~:!..O~3J~~,~3,J"""';"ht 100...
FD1040EZ-W 1.2
?nnJlI..l.ll.1:I Ol..~~ T,.v <;:.....l...... In..
~
0300217023
L
PA- 40 - 2003
Social Security Number
070445025
Namels) BONNIE L MOORE
12 PA Tax Liability. Multiply Line 11 by the tax rate shown onthe Form PA- Vinsert. 12 423
13 Total PA Ta:xWithheld. See the instructions. 13 425
14 Credit fTOm your 2002 PA Income Tax return. 14 0
15 2003 Estimated Installment Payments. 15 0
16 2003 Extension Payment. 16 0
17 Nonresident Tax Wthheld from your PASchedule(s} NRK-1. (Nonresidents only) 17 0
18 Total Estimated Payments and Credits. Add Lines 14,15,16, and 17. 18 0
TAX BACKfTax Forgiveness Credit.
19a Filing Status: 01 Unmarried or Separated 02 Married 03 Deceased 19a 00
19b Dependents, Part 8, Line 2, PASchedule SP 19b 00
20 Total Eligibility Income from Part C, Line 11, PA Schedule SP. 20 0
21 TAX BACKlTax Forgiveness Credit from Part D, line 16, PA Schedule SP. 21 0
22 Resident Credit. Submit your PA Schedule(s) G and/orRK-1. 22 0
23 Total Other Credits. Submit your PA Schedule oe. 23 0
24 TOTAL PAYMENTS and CREDITS. Add Lines 13 and 18,21,22, and 23. 24 425
25 TAX DUE.}f Une 12 is more than Line 24, enter the difference here. 25 0
26 Penalties and Interest. See the instructions. 26 0
27 TOTAL PAYMENT, Add Lines 25 and 26. 27 0
28 OVERPAYMENT .\fUne 24 is more than the total of Line 12 and Line 26, enter 28 2
the difference here.
The total of Lines 29 through 35 must equal Line 28.
29 Refund - AmaunlafLine 28you wantasa check mailed to you. Refund 29 2
30 Credit - Amount ofUne 28 you want as a credit to your 2004 estimated account. 30 0
31 Amount ofUne 28 you want to donate to the Wild Resource Conservation Fund. 31 0
32 Amount of Line 28 you want to donate to the United States Olympic Committee. 32 0
33 Amount of Line 28 you want to donate to the Governor Robert P. Casey Memorial 33 0
Organ and Tissue Donation Awareness Trust Fund.
34 Amount of Line 28 you want to donate to the KoreaNietnam Memoriallnc, 34 0
35 Amount ofLine28you want to donateto the Breast and Cervical Cancer 35 0
Research Fund.
Your Signature
Date
Spouse's Signature, if filing jointly
Date
Preparer or Company Name, other than taxpayer(s), based on all information of which the preparer has any knowledge. (Please Print)
b Dale I Preparerlelephone number
HAND R BLOCK 2/14/04 (717) 776-4865
Page 2 of2
L
0300217023
0300217023
.....J
*'
J
SCI-EDUL.E H
FLteW..EXPENSES&
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 03 - 01030
ESTATE OF
Moore, Bonnie Lee
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
I Myers Funeral Home: 4,868.00
2 Middletown Cemetery: 350.00
3 Gingrich Memorial (Headstone): 510.00
B. ADMINISTRATIVE COSTS: 1,500.00
1. Personal Representative's Commissions
Charity Wilson
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 356 Walton St.
City Lemoyne State PA Zip 17043
-
Year(s) Commission paid 2004
2. Attorney's Fees The Wiley Group: 1,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills: 47.00
5. Accountant's Fees
6. Tax Return Preparer's Fees H&R Block: 63.00
7. Other Administrative Costs
I The Sentinel (advertise): 136.31
2 Cumberland Law Jownal: 75.00
TOTAL (Also enter on line 9, Recapitulation) 9,049.31
*'
SCHEDULEr
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COM.tONWEAl TH OF PEN~YLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
2] - 03 - 01030
ESTATE OF .
Moore, BonnIe Lee
Include un reimbursed medical expenses.
ITEM
NUMBER
I PP&L:
DESCRIPTION
AMOUNT
52.13
2
AT&T Wireless:
77.00
3
Citi Driver's Edge Gold Card (credit card):
4,501.79
4
MBNA (credit card):
25,696.85
5
Aspire VISA (credit card):
1,482.24
6
IC Penney (credit card):
102.06
7
Bank of America Visa (credit card):
3,364.63
TOTAL (Also enter on Line 10, Recapitulation)
35,276.70
€0
OMNIUM
92648925
CLS
WORLDWIDE, INC.-
July 19, 2004
JAN WILEY
1 S BALTIMORE ST
DILLSBURG, PA 17019-1228
RE: ESTATE OF BONNIE L MOORE
MBNA
74973997730014/74973522551695/
BALANCE DUE: $ 25,696.85
Dear Sir or Madam:
We represent MBNA and are following up on the above account which was held by BONNIE L
MOORE. On February 11, 2004 we filed a claim against the estate of BONNIE L MOORE.
Please provide us with the date the claim will be paid and if you have any questions, contact our office at
1-800-999-3778.
Sincerely,
STEPHEN E THOMAS
OMNIUM WORLDWIDE, INC.
This is an attempt to collect a debt and any information obtained will be used for that purpose.
This communication is from a debt collector.
Business Hours - CST
MONDAY - FRIDAY, 8.00 AM - 5.00 PM
7171 MERCY RD, SUITE 400, PO BOX 6618 OMAHA, NE 68106 TEL 800-999-3778 FAX 402-280-8259
/'
.
aspire
,,,';',;,,C::i$i!:' .~::~{~:':~:'';I1''''~:~~'''"~:1K'~):-;'
October 7, 2003
Family Members of BONNIE L. MOORE
2913 GLENNWOOD RD.
CAMP HILL, P A 170 II
RE: Aspire Visa Account #4791-0600-1728-4505
Dear Family Members:
We are indeed saddened to learn of your recent loss and wish to extend our sympathy to you and other members of
the family. Although we know that there is little or nothing that we could say or do that would provide comfort at
a time like this, please be assured that we do care about our customers.
You may be aware that BONNIE L. MOORE has a Visa account with us, which on this date has a balance of
$1482.24.
We, of course, have no knowledge at this point of who we should communicate with regarding this account. We
would be grateful if you or a member of the family would furnish us with the information requested. I have
enclosed an. envelope so you can mail it back to my attention.
Should there be something that we can do to provide assistance in this matter, please let us know what it may be
and we will do our best to provide for those needs.
Sincerely,
Lee Smith
Aspire Visa
1-678-259-8262
Is there an estate?
If yes, please provide the following information:
Name of Executor:
Address:
Telephone Number:
245 Perimeter Center, Suite 600, Atlanta, Ga. 30346
ArrQRNEVS \T I \\\/
CINCINNATI.OH
513.723.2200
COLUMBUS, 011
614228.7272
DETROIT, MI
248.362.6100
MOUNT HOLLY, NJ
609.914.0437
PIIILADELPIIIA. PA
215.599.1500
PITTSBURGII, PA
412.434.7955
WELTMAN, WEINBERG & REIS CO., L.P.A.
323 W. Lakesille Avenue, Suite ZOO
Cleveland, Ohio 44113~1099
216.685.1000
www.weltman.com
January 24, 2004
CERTIFIED MAIL
Charity Wilson
356 Walton 5t
Lemoyne, PA 17043
Re:
Estate of Bonnie L Moore
Case No. 21-03-1030
Our Client: Bank of America, N.A.
Account No. 4319041024414783
Balance Due: $3,364.63
Our File No. 3341230
. ., ." '..' .,. ? i ;> ~-:; f ~ -
Dear 5irorM:t
~
This law firm represents Bank of America, N.A. with respect to the c;lai~ which, we wish to file in the estate of BOIlllie L
Moore. It is our understanding that you are the Fiduciary of the estate. '.
We are asking that you please accept our client's claim which is based upon its account number 4319041024414783 in the
amount of$3,364.63. As of the date of this letter, this is the amount due.
Please direct all con-espondence and disbursements with respect to this estate directly to our office. It would also be
appreciated if you contact us to advise us when you anticipate making disbursements in this matter so that we may mark our
file for follow-up at that time.
Thanking you in advance for your cooperation in this matter.
This law firm is attempting to collect this debt for our client and any information obtained will be used for that purpose.
Lastly, do not hesitate to contact us to further discuss this matter.
M:~Yll~
Veda Flowers
Legal Assistant
(216) 685-1171
VLF:iar
Enclosures
cc: Charity Wilson- regular mail
IN THE COURT OF COMMON PLEAS,CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF
BONNIE L MOORE
)
) Register's ~ 21-03-1030
Deceased)
CLAIM
To the Clerk of the Orphans' Court Division :
Index and make proper entry in your official records of the
claim of CITIBANK(SOUTH DAKOTA)NA in the amount of
4,501.79 against the estate of the above-named decedent. This
claim is filed under Section 3532 (b) (2) PEF Code, 20 Pa. C.S.
ss. 3532 (b) (2) .
The said decedent, whose last known residence was at
322 WALNUT ST REAR LEMOYNE PA 17043
Written notice of this claim was given to CHARITY WILSON
356 WALTON ST LEMOYNE PA 17043 on January 26, 2004
A~J~&~^/
(Cla~mant)
SHAWN HARMER,manager of Citicorp
Credit Seryices, Inc. USA under limited
power of attorney for
CITIBANK(SOUTH DAKOTA)NA
7930 NW 110TH ST
KANSAS CITY, MO 64153
(Claimant's Address)
Account #(5) 5410658420707935
REV-1513 Ef+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Moore, Bonnie Lee
I FILE NUMBER
21 - 03 - 01030
-
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME ANO ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Charity Wilson daughter one hundred percent
356 Walton St.
Lemoyne, P A 17043
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1S00 COVER SHEET
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
, Deceased
No. 21 - 03 - 01030
Date of Death 7/5/2003
Social Security No. 070-44-5025
Estate of Moore, Bonnie Lee
also known as
Charity Wilson
The Personal Representative(s} of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relar u worn falsification to authorities.
Attar
~_ t.-J~
Jan M. Wiley, Esq.
Signature:
.1d~
I.D.
06298
Signature:
Signature:
Address:
130 W. Church St.
Dillsburg, PA 17019
Address: 356 Walton St.
Lernoyne, P A 17043
Telephone: 717/432-9666
Telephone: 717-712-0815
---,,-- ..._~-_... ---------
Dated:
dL;).-d--t~
--- ---------
Personal ProDertv
Wachovia Bank Account Number: 1000604281907:
1,120.24
Wachovia Bank Account Number: 3060980632917:
1,028.43
Schwartz Refund:
0.10
AFLAC (refund):
34.62
AFLAC - payments to estate:
12,875.00
Federal Tax Return (refund):
,)927.00
{"J
PA State Tax Return (refund):
(":" ~i
2.00
Capitol One Refunds:
297.73
Total Personal Property
$16,285.12
(Attach addttional sheets if necessary)
Total Personal Property and Real Estate
$16,285.12
0'-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: f5nnnlc LeG (l,'lo(Jre.
Date of Death: 7/.")"/ ..J.OfJ3
Will No. dl-O,'5 -! (/3 0 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 wheth~ administration of the estate is complete:
Yes v 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 1,,/
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes \/ No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date:
z./2-7-J-os-
( I
k,." _
,
w~~
c:)
c...,
(Please type
,:So lil (l huv rJ1 S.'1, S' (. J k lOll)
AddreSs:1:>..llsbvl<-] I1'f no \0
(711) '-I3:J-ql,IJ&
Tel. No.
Capacity: .__.____ Personal Representative
~~ Counsel for personal
representative
..)-
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
233
2/24/2005
BONNIE LEE MOORE
21-2003-1030
JAN M. WILEY, ESQ.
130 W. CHURCH ST.
JA
DILLSBURG, PA 17019
Qty
1
Fee Description
Additional Probate
Fee
25.00
Total
$25.00
Total:
$25.00
C1Iecks should be made payable to the Register of Wills. Terms: Net 30.
Please return one copy of this invoice with your payment. Thank you.
BUREAU OF INDIVlDUAL~TAXElhr',
INtERITANCE TAX DIVISION' ,
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
rAPPRAISEHENT, ALLOWANCE OR DISALLOWANCE
,-,,- OF DEDUCTIONS AND ASSESSHENT OF TAX
ZDDHW 20 PH 12: 41
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-16-2005
MOORE
07-05-2003
21 03-1030
CUMBERLAND
101
OJ EW OC
\_ ,;!\ 'I
1l1f:if'd'Q (''-Y rOT
JAN M WILEYj;:_:__.,_:;l~, ~T~_.Ai~Ji j
THE WIlEyL.~ROUP'"
130 W CHURCH ST
DILLSBURG PA 17019
*'
REV-1547 EX AFP (03-05)
BONNIE
L
A.aunt Re..itted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
/I~V-"Mll"Yf.~.'l"1f.!~'1l!'.Wtm.W.!FMtIlrt'.I!It'!'.mr.II'W/1I1TftMM1'~.YCtW.I!It'!'.IlJt'.............. ...
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOORE BONNIE L FILE NO. 21 03-1030 ACN 101 DATE 05-16-2005
TAX RETURN WAS: I X I ACCEPTED AS FILED
I CHANGED
I~ an assessment was issued previously, lines 14, IS and'or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.uunt of Line 14 at Spousal rat. (15)
16. A.uunt of Line 14 taxable .t LIneal/Class A rate (16)
17. AlIOUnt of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rat. (IS)
19. Principal Tax Due
S:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Hortgages/Notes Receivable (Schedule Dl
S. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule Fl
7. Transfers (Schedule Gl
8. Total Assets
III
121
131
141
151
161
(7)
.00
.00
.00
.00
16.285.12
.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule Il
II. Total Deductions
12. Net Value of Tax Return
13. Charitable/Gover~ent.1 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net V.lue of Estate Subject to Tax
191
1101
9,049.31
35.276.70
NOTE:
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
AHOUNT PAID
DATE
NUMBER
INTEREST/PEN PAID I-I
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax payment.
16,285,12
1111
1121
1131
1141
44.~?6 01
28,040.89-
.00
28,040.89-
1191=
.00
.00
.00
.00
.00
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I