HomeMy WebLinkAbout04-1020PETITION FOR PROBATE and GRANT OF LETTERS
also known as ~
Deceased.
Social Security No. [~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executNt~-"/-
in the last will of the above d{:cedent, dated
and codicil(s) dated
To:
Register of ~/ills [o~r_th~
County of
Commonwealth of Pennsylvania
in the
named
,
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in OC~x."t'.~</¥~ County, Pennsylvania, with
h/i~' last faro~y or principal residence at _'D..t ~, ~;: x/~',~
(list street, number ~d muncipality)
Decendem; then ~ years of age, died ~ ,C,¢~ ~ ,
Except as, follows decedent d~d not marry, ~as ~ ~vorced and did not have a child born or ~opted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: n~,~
Decendent at death owned property with estimated values m follows:
(If domiciled in Pa.) ~1 personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Person~ prope~y in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(t~?/ respectfully request(s) the probate of the last will
presented herewith and the grant of letters J~ · ICa
(testamentary; administranon c.t.a.; administration d.b.n.c.t.a.)
theron. ~ ~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY or (' ~ '~ ~O--~v~4 f
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-
tativeOr) of the above decedent petitionerO0 will well and truly administer the estate according
Sworn to or affirmed and subscribed ,- ~//~t~L _/,7~
bef°r e m~,u~r. ~4-'~' .t~J ,- ~'//'~ ~'
~ C~. ~ -~egister L ~
No. ~
Estate Of VId'~a tx ~(~ ~C L-~~}~ ,
Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~X[O~/'4' ~ ~ r~
the reverse side hereof, satisfactory proof having been presented before me,
IT iS DECREED that the instrument(s) dated Lo - ICI - O~-
described therein be adm!tted to probate and filed of record as the last will of
and Letters '-~ ~-o. v-cv*.~x-k'~ ~-., ~
are bereby granted to ~/,'~",o..% -~3 ~'S6'~S~',
0-4 og-C)Oc{ ~ , in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
TOTAL
Filed . .~ !.:. ! ~.~ .O.~ ...................
ATTORNEY (Sup. Ct. I.D. No.
ADDKESS
PHONE
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar· The original certificate will be forwarded to thc State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by
Fee for this ceriificate, $2.00
P 10885775
No.
photostat or photogmph~
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORD~
CERTIFICATE OF DEATH
~.o~.,.~,. ..m.,o~, ~,.*..~c~c .... Female , 166-- 03' ~1~$1. O~bet22~2004
90'" : Oct 28. 1913 Hummelstown, PA
Cumberland East Pennsbor, Cam p Hill Care Center u~' ~'~° "='~' "" White
216 Erford Rd
Camp Hill PA 17011
Jane
McNea
Raymond Hoerner
Vlvtan Wisniewskl
.o~,..__ ~.,. Holy Cross Cemeter/ ,,.. Harrisburg. PA 17111
· Frank A. DeLeo D.O.
LAST WILL AND TESTAMENT
OF
VIVIAN M. McLAUGHLIN
I, VIVIAN M. McLAUGHLIN, presently a resident of Cumberland County,
~ ;-
Pennsylvania, declare this to be my last xvill, hereby revoking all prior i~itts anc~codicii~ 7';~
ITEM i. I request that my funeral be conducted in a manner whicli~s in keeping
with my station in life, with such arrangements to be made in the discretion o~y executrix,
using the services of the Gilbert Dailey Home, or its successor, as appropriate. Further, I ~'e~aest
that my remains be interred in m). burial lot in Holy Cross Cemetery, Paxtang.
ITEM II. I give and bequeath all of my municipal bonds which are titled solely in
my name to my niece, Vivian J. Wisniewski, of Hummelstown, Pennsylvania.
ITEM III. I give and bequeath the sum of $500.00 each to my grandnephew, Michael
Motter, and to my nephew Barry Motter, and to my niece, Suzanne Volpe.
ITEM IV. I give and bequeath my solitaire ring in a silver setting unto Malie
McLaughlin, my stepdaughter-in-law (Mrs. George McLaughlin), of Camp Hill, Pennsylvania.
ITEM V. I give and bequeath my necklace which contains a diamond unto to my
stepdaughter-in-law, Marie McLaughlin (Mrs. John McLaughlin), of Camp Hill, Pennsylvania.
ITEM VI. 1 give and bequeath all of my jewelry, not hereinbefore specifically
bequeathed, and all of my watches and clothing unto Marie McLaughlin, Malie McLaughlin,
Dorothy 1. Motter (my s~ster)~ and Vivian J. Wisniewski, share and share alike, to be divided
among them as they shall mutually agree.
ITEM VII. From the proceeds of a municipal bond the ownership of which will pass
to my sister, Dorothy I. Motter. upon my death, ! request that she pay my funeral expenses and
that she contribute the sum of $500.00 to Holy Family Church, Londonderry Road, Harrisburg,
to be used for such purposes as the governing body of said congregation may deem appropriate.
ITEM VIII. I give and bequeath all of the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, unto Vivian J. Wisniewski.
ITEM IX. In addition to powers given her by law, my Executrix and her successors
shall have the following powers, applicable to all property held by her, effective without Court
order and until actual distribution:
(a) To retain any property received by her;
(b) to sell, lease or encumber any property for any purpose, publicly
or privately, for such prices and on such terms as she deems proper, without
liability on the third parties dealing with her to see to application of the monies
so paid;
(c) To compromise controversies;
(d) To distribute in cash or kind or both at such valuations as she may
fix; and
(e) To hold investtnents, if any, in the name of a nominee.
ITEM X. No interest of any beneficiary taking hereunder shall be subject to voluntary
or involuntary alienation.
2
ITEM XI. All legacies passing hereunder shall be free and clear of inheritance tax,
which shall be paid from my residuary estate.
ITEM XII. I appoim my niece, Vivian J. Wisniewski, as Executrix of this will. No
fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF. I VIVIAN M. McLAUGItLIN, herewith set my hand to this,
my last Will, typewritten on ~ (~-sheets of paper including the self-proving
and signatures of witnesses, this ~ day. of, ~o~ , 2002.
attestation
clause
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF (~"'"'~ k;~"~""4 SS:
We,~--~, .l/k ~.~t (~[x_ , ~,¢'~,w~.~ ~. ~ and
, the testatrix and the witnesses respectively, whose names
are signed to the foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testatrix signed and executed the instrument as her last will and
that she has signed willingly (or willingly directed another to sign for her), and that she executed
it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the wilt as wimess and that to the best of their
knowledge the testatrix was at least eighteen years of age, of sound mind and memory, and under
no constraint or undue influence.
Acknowledged, sworn to and subscribed before me
this day of__ ,2002.
Notary Public
4
ACKNOWLEDGMENT BY ATTORNEY
(Pursuant to 42 Pa.C.S.A. 327)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
On this ~ day of July, 2002, before me, a Notary Public, the undersigned officer,
personally appeared G. Thomas Miller, known to me (or satisfactorily proven) to be a
member of the Bar of the Supreme Court of Pennsylvania, attorney identification number
07219, being the highest Court of said Commonwealth, and a subscribing witness to the
within Last Will of Vivian M. McLaughlin and certified that he was personally present when
Vivian M. McLaughlin, whose name is subscribed to the within Will, executed the same in
the presence of the signatory witnesses and that said Vivian M. McLaughlin, the testatrix
acknowledged that she executed her .~aid Last Will for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set myt~~,~
I ~I~0 I~ o~olI II.q.l d~'O I
/ - (/- Notary Publi~ ~ --
My Commission Expires:
(SEAL)
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: ~f \r,,~ x~ ~,
Date of Death:
Will No:
D'~- ,, D-o evt5
Admin No: 2~ I ~- OM ~ ~ o 'Z- ca
To the Register:
I certify that notice of 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 ~X.ap~ Ig7; "Ac_~ :
Nalne
Address
Notice has now been given to all persons entitle~thereto under Rule 5.6(a) except:
Date:
(Signature)
Name:
Address:
Telephone (~1 Icl).. q%.-o -- 57S-D0
Capacity:
Personal Representative
Counsel for Person, gl
Representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEWE ANY MONEY OR
PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be determined wholly or partly by the
decedent's will.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
In re Estate of Vivian M. McLaughlin, deceased.
No. 1020 of 2004
TO:
Marie McLaughlin, 8 Richard Lane, Camp Hill, PA 17011
Malie McLaughlin, 1917 Dartmouth St., Camp Hill, PA 17011
Suzanne Volpe, 41 E. Louther St., Carlisle, PA 17013
Barry Motter, 31 South John St., Hummelstown, PA 17036
Michael Motter, 31 South John St., Hummelstown, PA 17036
Dorothy Motter, 31 South John St., Hummelstown, PA 17036
Please take notice of the death of decedent and the grant of letters to the personal
representative named below.
The Decedent, Vivian M. McLaughlin, died on October 22, 2004, at Camp Hill,
Cumberland County, Pennsylvania.
The Decedent died testate (with a Will).
The personal representative of the Decedent is Vivian J. Wisniewski, 259 Redwood St.,
Hummelstown, PA 17036, ph. 717-566-2450.
The will has been filed with the Office of the Register of Wills of Cumberland County:
Glenda Famer Strasbaugh, Register
Cumberland County Courthouse
1 South Hanover Street
Carlisle, PA 17013
717-240-6100
A copy of the Will is enclosed.
Date: November \~ , 2004
Name: G. Thomas Miller
Address: 401 S. 32nd Street, Camp Hill, PA 17011
Telephone (717) 920-5500
Counsel for Personal Representative
MILLER and MILLER
ATTORNEYS AT LAW
401 South 320d Street
Camp Hill, P A 17011
G. Thomas Miller
Thomas R. Miller
Telephone: 717-920-5500
Fax: 717-920-5503
October 17, 2005
Glenda Farner Strasbaugh, Register
Cumberland County Courthouse . \
1 South Hanover Street
Carlisle, P A 17013
Re: Estate of Vivian M. McLaughlin
No. 1020 of 2004
Dear Ms. Strasbaugh:
Enclosed for filing in duplicate, please find Inheritance Tax Return for the above
estate, together with our check in the sum of$15.00 for the filing fee.
Please call if this document is not in proper form for filing, or if the amount of the
filing fee is incorrect.
Your attention to the foregoing is appreciated.
V7:Jt~lY~
?~r XlO::" Miller
GTM/kjm
Enclosure
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EV-1500 EX (6-001
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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REV-1500
FILE NUMBER
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COUNTY CODE YEAR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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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)
12. Net Value of Estate (Line 8 minus Line 11)
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SOCIAL SECURITY NUMBER
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'~V\ M.
DATE OF BIRTH (MM-DD-YEAR)
CC ~~ "2..<6 I \q \ 3
DATE OF DEATH (MM-D -YEAR)
, L. 'L. l.-CoLf.
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
{\'G,..
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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~ 1. Original Return
D 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date at death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
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(2) -0 .-
(3) -0
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(12) <"~l&\\\)
(13) ,...0......
(14) --0 _
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
x.O _ (15)
x.O _ (16)
x .12 (17)
x .15 (18)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
20.0
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STATE '7'1. A-
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Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
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Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
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Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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 + 5A. This is the BALANCE DUE.
(5A)
(5B)
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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
a. retain the use or income of the property transferred;.......................................................................................... D
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or.......................................................................................................................... D
d. receive the promise for life of either payments, benefits or care? ...................................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the 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.
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DATE
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SIGNATURE OF PREPARER OTHER T N R R SENTATIVE(
G :~I(\A').) ~ ,'I J
ADDRESS '1:6 \ Qttr- ~"'"'\O \I
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
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. 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
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 paren
or a stepparent of the child is 0% [72 P.S. 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 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(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)]. A sibling is defined, under Section 9102, as a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-l50B EX. (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
V ~ V \ ~'" ~. ('At L~~'" \, 'tf
FILE NUMBER
~ \~ (\~_ \OL 0
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.
~c~~~+' ~
'2-
'::>~ ~,...... ..""J..
DESCRIPTION
C~C k\Vl~ :2 ({~~,.. \N'>('n,~ ~ \3~k
~ ~\oc?oc,(,33gC(32q
(M~J..f'V\,f - n-t~\c\'?(.(J
VALUE AT DATE
OF DEATH
Lt-
6x~ ~d) (~c.\"2,~J ~~) ~'- Co'(Y\. of ~':11
\Ir\{ o~-€.. ~ -(e~ r- 2.00t-
1. ( 0' g -
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.3
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,
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53~r-
D\J L 50c<-----.'
'Pc\ 3S -00
t-4P D ~5 .c"--~,
1'fJ C'-'-~ t-
TOTAL (Also enteron line 5, Recapitulation) $ \ 0, c> ~ ')~--
(If more space is needed, insert additional sheets of the same size)
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REV-1511 EX+ (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
1.
G~\~rt-~t\~1 ~~f~\ ~~
~/~
~e~-
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
V \'-V(ilY\ N\. II J\'~'l\\-t'W') ~ ~
, -
"2ld -<-to-'-i~\ &'
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address ~ S""q ~\ ...,). I rl Sr
City ~U'M """'" l ~ ~'^
Year(s) Commission Paid: t'\ I ~
,
Attorney Fees -~~) \YJ~\~<'", 46' Sc"~'Z.~ ~'/ C~r ~"I p(t'~llll
State ~ Zip
,'1 l.\ 3b
2.
5" 00 r
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
~O~ c \~ ,~-<..A
Street Address
City
State _ Zip
Relationship of Claimant to Decedent
4.
Probate Fees
5~-
5. Accountant's Fees
.-0 -
6. Tax Return Preparer's Fees
-0-
7.
TOTAL (Also enter on line 9, Recapitulation) $ ~ '2> C{ q
(If more space is needed, insert additional sheets of the same size)
~EV-1512 EX+ t7_881~...;~_\?.
. ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LlABLlTIES AND LIENS
Please Print or Type
FILE NUMBER
~k- 0'1- \0'1.0
ESTATE OF
V\VX~r-. ~. \\I\c \.. ~u '-'\, ~
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
~~ h ~ \~ (~, ~f\'( \~'\\ ~ - hlI~\'6 ~efrL-
S0tv.. '(.e >
L f~~'C ~~t'e.
Li S"b S- -
'111
3,.
't
~ due s\-2~ 12m('\~ l-e~' ~ ~Vl'y.(\-\- ~J
~ \y ~D'\- (-b~,:b J
\ ~l6 -
\ 5'3
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
$ 55"Lt{""'
..
LAST WILL AND TESTAMENT
OF
VIVIAN M. McLAUGHLIN
I, VIVIAN M. McLAUGHLIN, presently a resident of Cumberland County,
...- .~-.
--
Pennsylvania, declare this to be my last will, hereby revoking all prior )vills and:iodiciis.
ITEM I. I request that my funeral be conducted in a manner whicfEls in keeping
!
l.O ~.-
with my station in life, with such arrangements to be made in the discretion o(!?y execut,rix,
..J
,
using the services of the Gilbert Dailey Home, or its successor, as approp~late. Futther, I ~e4&est
'....0
that my remains be interred in my burial lot in Holy Cross Cemetery, Paxtang.
ITEM II.
I give and bequeath all of my municipal bonds which are titled solely in
my name to my niece, Vivian J. Wisniewski, of Hummelstown, Pennsylvania.
ITEM III.
I give and bequeath the sum of $500.00 each to my grandnephew, Michael
Motter, and to my nephew Barry Motter, and to my niece, Suzanne Volpe.
ITEM IV.
I give and bequeath my solitaire ring in a silver setting unto Malie
McLaughlin, my stepdaughter-in-Iaw (Mrs. George McLaughlin), of Camp Hill, Pennsylvania.
ITEM V.
I give and bequeath my necklace which contains a diamond unto to my
stepdaughter-in-Iaw, Marie McLaughlin (Mrs. John McLaughlin), of Camp Hill, Pennsylvania.
ITEM VI.
I give and bequeath all of my jewelry, not hereinbefore specifically
bequeathed, and all of my watches and clothing unto Marie McLaughlin, Malie McLaughlin,
Dorothy 1. Motter (my sister), and Vivian J. Wisniewski, share and share alike, to be divided
among them as they shall mutually agree.
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ITEM VII.
From the proceeds of a municipal bond the ownership of which will pass
to my sister, Dorothy I. Motter. upon my death, I request that she pay my funeral expenses and
that she contribute the sum of $500.00 to Holy Family Church, Londonderry Road, Harrisburg,
to be used for such purposes as the governing body of said congregation may deem appropriate.
ITEM VIII. I give and bequeath all of the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, unto Vivian J. Wisniewski.
ITEM IX.
In addition to powers given her by law, my Executrix and her successors
shall have the following powers. applicable to all property held by her, effective without Court
order and until actual distribution:
(a) To retain any property received by her;
(b) to sell, lease or encumber any property for any purpose, publicly
or privately, for such prices and on such terms as she deems proper, without
liability on the third parties dealing with her to see to application of the monies
so paid;
(c) To compromise controversies;
(d) To distribute in cash or kind or both at such valuations as she may
fix; and
(e)
To hold investments, if any, in the name of a nominee.
ITEM X.
No interest of any beneficiary taking hereunder shall be subject to voluntary
or involuntary alienation.
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ITEM XI.
All legacies passing hereunder shall be free and clear of inheritance tax,
which shall be paid from my residuary estate.
ITEM XII.
I appoint my niece, Vivian J. Wisniewski, as Executrix of this will. No
fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction.
IN WITNESS WHEREOF. 1 VIVIAN M. McLAUGHLIN, herewith set my hand to this,
my last Will, typewritten on ~.,. C+ sheets of paper including the self-proving
. 1 d . f' th.. I ~ ~ d f I).. ^ o. 2002
attestatIOn cause an SIgnatures 0 WItnesses, IS ay 0 f\}/---- , .
'I '~'Yr1.-f\f.t:~4 ~~
COMMONWEAL TH OF PENNSYLVANIA
COUNTY OF (! ~V""\ ~~~
SS:
we,~ ~k O~ '- , ~~I_ 9-. ~___ and
, the testatrix and the witnesses respectively, whose names
are signed to the foregoing instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testatrix signed and executed the instrument as her last will and
that she has signed willingly (or willingly directed another to sign for her), and that she executed
it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the will as witness and that to the best of their
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knowledge the testatrix was at least eighteen years of age, of sound mind and memory, and under
no constraint or undue influence.
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Acknowledged, sworn to and subscribed before me
this
day of
,2002.
Notary Public
4
12-19-2005
MCLAUGHLIN
10-22-2004
21 04-1020
CUMBERLAND
101
APPEAL DATE: 02-17-2006
(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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
VIVIAN M FILE NO. 21 04-1020 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
G THOMAS MILLER
MILLER & MILLER
401 SO 32ND ST
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17011
ESTATE OF
MCLAUGHLIN
REY-1547 EX AFP (06-05)
VIVIAN
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 12-19-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
10.073.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
7,399.00
5.545.00
(11)
(2)
(3)
(4)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
10,073.00
12.944 00
2,871.00-
.00
2,871.00-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
n~~~.u .+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00X15=
(9)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
pt
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Register of Wills of Cumberland County
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:
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1. State ~h~er administration of the estate is complete:
Yes fa' No 0
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 @ate the follo~g:
a. Did the personal representative file a final account with the court~/I -A. / /""
YesD NoD ~~~ W~
b. The separate Orphans.' Court No. (if any) for the personal representative'~
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes D No 0
Date:
c. Copies of receipts, releases, joinders and approval of formal or informal
acC01.mts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. VA ~
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Signature
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Name
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9 Akm#1rl !sfz;W1
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Address
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7/7 - 5&& .;)Lf~U
Telephone No.
~ Personal Representative
IT Counsel for personal representative
Capacity:
ct
CUmberland County - Reglster ur Wl~~S
One Courthouse Square
Carlisler PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
MILLER G THOMAS
BOX 709
113 LOCUST STREET
HARRISBURGr PA 17108-0709
RE: Estate of MCLAUGHLIN VIVIAN M
File Number: 2004-01020
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 RULESr NO. 103
SUPREME COURT RULES DOCKET NO. lr for decedents dying on or after
July lr 1992r the personal representative or his counselr within two
(2) years of the decedent's deathr shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by: 10/22/2006
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.
SincerelYr
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~
Cumberland County - RegiErt:er Or-WlllS--
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 9/14/2006
WISNIEWSKI VIVIAN M
259 REDWOOD ST
HUMMELSTOWN, PA 17036
RE: Estate of MCLAUGHLIN VIVIAN M
File Number: 2004-01020
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: 10/22/2006
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.
sr~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
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