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Home My WebLink About05-07-13 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF _C A t b L� a v� a COUNTY, PENNSYLVANIA Name of Decedent:__L ec4\ L coke o, Date of Death: l"L 1 ZS 20 1 k File Number: �-- Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned. estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . es ❑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 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 o f 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 Signature of Per.c..n 1..:;,g this F Capacity: Personal Representative ❑Counsel Ly c 1 p "" Name of Person Filing this Form { Address C> cf C> t= om Telephone FormRW-/0 rev. 10.13.06 Estate of Leah Louella Hummel C/o Ronald P. Sieg, Executor 3737 Sharon Street Harrisburg, PA 179.11 RECEIPT AND RELEASE FOR THE FINAL DISTRIBUTION FROM THE ESTATE OF LEAH LOUELLA HUMMEL I,John H. Hummel, am a beneficiary of this estate. I have reviewed the Closing Report of the estate and the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL and I accept them in their entirety. I accept the payment of$17,342.87 as my share of the estate. This amount is the sum of$ 0.00 which was specifically bequeathed to me and$17,342.87 which is my share of the residual part of the estate. I hereby completely waive and release Ronald P. Sieg, Executor and Charles E. Petrie, Attorney and the Estate from any further liability to me. I am satisfied with this settlement. By my signature below I certify that on or around April 17, 2013, 1 received check number 121 in the amount of$17,342.87 from the estate. I understand that this is a full and final distribution from the estate and that there will be no additional distribution(s) in the f ture. Beneficiary: Date: 4-0 %3 ohn H. Hummel T*A# l4'S e61C T �joG LL,�-►�'.TOR P S�7°I�ZL S—T � e5r Y _ I-IkO I LO e5 Nor Yom- M 7b 1 r��1� R�3� yb`v^ �, A /�'T A'C.L (V74 �}ff S 50 K.t wt z k Loti 't I v h'�L rwey 9 (Oil Estate of Leah Louella Hummel C/o Ronald P. Sieg, Executor 3737 Sharon Street Harrisburg, PA 17111 RECEIPT AND RELEASE FOR THE FINAL DISTRIBUTION FROM THE ESTATE OF LEAH LOUELLA HUMMEL I, Marcia Hummel, am a beneficiary of this estate. I have reviewed the Closing Report of the estate and the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL and I accept them in their entirety. I accept the payment of$17,342.87 as my share of the estate. This amount is the sum of$0.00 which was specifically bequeathed to me and $17,342.87 which is my share of the residual part of the estate. I hereby completely waive and release Ronald P. Sieg, Executor and Charles E. Petrie,Attorney and the Estate from any further liability to me. I am satisfied with this settlement. By my signature below I certify that on or around April 17,2013, 1 received check number 122 in the amount of$17,342.87 from the estate. I understand that this is a full and final distribution from the estate and that there will be no additional distribution(s) in the future. Beneficiary: Date: Marcia Dunlap Estate of Leah Louella Hummel C/o Ronald P. Sieg, Executor 3737 Sharon Street Harrisburg, PA 17111 RECEIPT AND RELEASE FOR THE FINAL DISTRIBUTION FROM THE ESTATE OF LEAH LOUELLA HUMMEL I, Debbie Crow, am a beneficiary of this estate. I have reviewed the Closing Report of the estate and the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL and I accept them in their entirety. I accept the payment of$17,342.87 as my share of the estate. This amount is the sum of$0.00 which was specifically bequeathed to me and $17,342.87 which is my share of the residual part of the estate. I hereby completely waive and release Ronald P. Sieg, Executor and Charles E. Petrie, Attorney and the Estate from any further liability to me. I am satisfied with this settlement. By my signature below I certify that on or around April 17, 2013, 1 received check number 123 in the amount of$17,342.87 from the estate. I understand that this is a full and final distribution from the estate and that there will be no additional distribution(s) in the future. Beneficiary: Debbie Crow Estate of Leah Louella Hummel C/o Ronald P. Sieg, Executor 3737 Sharon Street Harrisburg, PA 17111 RECEIPT AND RELEASE FOR THE FINAL DISTRIBUTION FROM THE ESTATE OF LEAH LOUELLA HUMMEL I, Harry H. Sieg, am a beneficiary of this estate. I have reviewed the Closing Report of the estate and the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL and I accept them in their entirety. I accept the payment of$17,342.87 as my share of the estate. This amount is my share of the residual part of the estate. I hereby completely waive and release Ronald P. Sieg, Executor and Charles E. Petrie,Attorney and the Estate from any further liability to me. I am satisfied with this settlement. By my signature below I certify that on or around April 17, 2013, 1 received check number 124 in the amount of$17,342.87 from the estate. I understand that this is a full and final cimtribution fr the estate and that there will be no additional distribution(j�he fut Beneficia /r: G Date: Harry H. Sie Estate of Leah Louella Hummel C/o Ronald P.Sieg, Executor 3737 Sharon Street Harrisburg, PA 171.11 RECEIPT AND RELEASE FOR THE FINAL DISTRIBUTION FROM THE ESTATE OF LEAH LOUELLA HUMMEL I, Donald C. Sieg, am a beneficiary of this estate. I have reviewed the Closing Report of the estate and the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL and I accept them in their entirety. I accept the payment of$19,342.87 as my share of the estate. This amount is the sum of$2,000.00 which was specifically bequeathed to me and $17,342.87 which is my share of the residual part of the estate. I hereby completely waive and release Ronald P. Sieg, Executor and Charles E. Petrie,Attorney and the Estate from any further liability to me. I am satisfied with this settlement. By my signature below I certify that on or around April 17, 2013, 1 received check number 117 in the amount of$2,000.00 from the estate. I also received check number 125 in the amount of$17,342.87 from the estate. I understand that this is a full and final distribution from the estate and that there will be no additional distribution(s) in the future. Beneficiary: =n 0, Date: Donald C. Sieg Estate of Leah Louella Hummel C/o Ronald P. Sieg, Executor 3737 Sharon Street Harrisburg, PA 171.11 RECEIPT AND RELEASE FOR THE FINAL DISTRIBUTION FROM THE ESTATE OF LEAH LOUELLA HUMMEL I, Ronald P. Sieg, am a beneficiary of this estate. I have reviewed the Closing Report of the estate and the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL and I accept them in their entirety. I accept the payment of$22,342.87 as my share of the estate. This amount is the sum of$ 5,000.00 which was specifically bequeathed to me and $17,342.87 which is my share of the residual part of the estate. I hereby completely waive and release Ronald P.Sieg, Executor and Charles E. Petrie, Attorney and the Estate from any further liability to me. I am satisfied with this settlement. By my signature below I certify that on or around April 17, 2013, 1 received check number 118 in the amount of$5,000.00 from the estate. I also received check number 126 in the amount of$17,342.87 from the estate. I understand that this is a full and final distribution from the estate and that there will be no additional distribution(s) in the future. Beneficiary: Dater - 3 Ronald P. Sieg Estate of Leah Louella Hummel C/o Ronald P. Sieg, Executor 3737 Sharon Street Harrisburg, PA 17111 RECEIPT AND RELEASE FOR THE FINAL DISTRIBUTION FROM THE ESTATE OF LEAH LOUELLA HUMMEL I, Dennis J. Sieg,am a beneficiary of this estate. I have reviewed the Closing Report of the estate and the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL and I accept them in their entirety. I accept the payment of$19,342.87 as my share of the estate. This amount is the sum of$ 2,000.00 which was specifically bequeathed to me and$17,342.87 which is my share of the residual part of the estate. I hereby completely waive and release Ronald P. Sieg, Executor and Charles E. Petrie,Attorney and the Estate from any further liability to me. I am satisfied with this settlement. By my signature below I certify that on or around April 17,2013, 1 received check number 119 in the amount of$2,000.00 from the estate. I also received check number 127 in the amount of$17,342.87 from the estate. I understand that this is a full and final distribution from the estate and that there will be no additional distribution(s) in t future. ( Benefi Date: °o ) Dennis J. S 'g Estate of Leah Loue|laHummel C/o Ronald P. Sieg Executor 3737 Sharon Street Harrisburg, PAl7111 RECEIPT AND RELEASE FOR THE FINAL DISTRIBUTION FROM THE ESTATE OF LEAH LOUELLA HUMMEL |' David LSieg,arna beneficiary of this estate. | have reviewed the Closing Report of the estate and the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL and I accept them in their entirety. / accept the payment of$19'342.88asrny share of the estate. This amount is the sum of$2'000.00 which was specifically bequeathed to me and$17,342.88 which is my share of the residual part of the estate. "M | hereby completely waive and release Ronald 9.Sieg, Executor and Charles E. Petrie,Attorney and the Estate from any further liability 1mme. | arn satisfied with this settlement. By my signature below I certify that on or around April 17,2013, 1 received check number 120 in the amount of$2,OOO.00 from the estate. | also received check number 128in the amount of$17,342.88 from the estate. I understand that this is a full and final distribution from the estate and that there will be no additional distribution(s) in the future. David L.Sieg Closing Report for Estate of Leah Louella Hummel, PA No. 21-12-0242 Addressees: Register of Wills of Cumberland County 1 Courthouse Square Carlisle, PA 1701.3 Mr.John H. Hummel 1881 N. Nash Street Unit 1910 Arlington VA 22209 Ms. Marcia Dunlap 101 Avingnon Way P O Box 846 Daniels, WV 25832 *Ms. Debbie Crow 615 Overton Drive Wylie, TX 75098 Mr. Harry H. Sieg 30 N. 15th Street Camp Hill, PA 17011 Mr. Donald C. Sieg 79 Longwood Drive Mechanicsburg, PA 17050 Mr. Ronald P. Sieg 3737 Sharon Street Harrisburg, PA 17111 Mr. Dennis J. Sieg 105 NW Cody Drive Lees Summit, MO 64081 *Mr. David L. Sieg 1787 103'd Street Clive, 10 50325 *Register of Wills should note that this is an updated address since the Notices were sent out under Rule 5.6(A). 3737 Sharon Street Harrisburg, PA 17111 April 15, 2013 Closing Report Regarding The Estate of Leah Louella Hummel Of Camp Hill Borough, Cumberland County, PA PA No. 21-12-0242 The list of addressees is on the next page. Enclosed for your review are the following: 1) A copy of Leah Hummel's Last Will and Testament which is dated October 22, 2010. 2) A brief discussion of Leah's final wishes and how the estate was settled. This is the Closing Report. 3) A copy of a spreadsheet which lists every transaction in to and out of the estate's checking account. This constitutes the FINAL ACCOUNTING OF THE ESTATE OF LEAH LOUELLA HUMMEL. 4) A copy of the spreadsheet which shows every expense repaid to the Executor. 5) A copy of your individual RECEIPT AND RELEASE FOR FINAL DISTRIBUTION. 6) A check or checks for your inheritance from the estate. This all is intended to serve as an informal Closing Report for the Register of Wills and other state departments as needed. Please deposit your check(s) and return your receipts promptly so I can get this all to the courthouse shortly. Normally lawyers want the Receipts to be returned to them before they actually make the payments. I'm not doing that. This is all going out at once. As soon as I get all of the final papers to the courthouse, and close out the checking account, this estate will have been settled. If you have any questions or comments, please call me at 717-564-1808. Thank you. Sincerely, Ronald P. Sie , Executor Closing Report for the Estate of Leah Louella Hummel, PA No. 21-12-0242 As you all know,Aunt Louella died on Christmas day in 2011 while in a nursing home in Carlisle. Her last wishes regarding her estate were expressed verbally to Hafner and me. This was after a brief meeting at the nursing home around the end of November at which time she gave POA to both of us. The lawyer(Hogg),who prepared the POA for that meeting, had not been retained to prepare an updated will and left before we discussed her wishes for her estate. Louella was in a very good frame of mind at this time and knew exactly what she wanted. She agreed to have Hafner arrange for a lawyer to see her soon to make out a new will. He did so and a meeting was arranged for about three weeks later. She was quite adamant that the estate was to be shared equally by Hafner and me and that no other relative was to receive anything. Nothing was to be left for any charity, her old church or any other institution. She said this was because Hafner and I had spent a lot of time looking after her and her interests for many years. (indeed Hafner had been helping her and Aunt Julia with their affairs for the last 20-30 years.) On the other hand, except for an occasional phone call, or a rare visit, she had not been in touch with any of the other nieces and nephews for a long time. Before we could have this meeting with a lawyer,Aunt Louella's health took a very bad turn for the worse. At the time of the meeting she was unable to speak and probably could not understand anything that was said. She could not state her wishes and consequently the lawyer was unable to do anything. Louella never did get much better although she could occasionally say something to the nurses. She had previously prepared a brief handwritten will, a copy of which is enclosed. We became aware of this will when I went through her papers to find the title for her car which we wanted to sell. Although it was handwritten, and was not notarized or witnessed,this will met the requirements of our state laws and was accepted for probate on February 24, 2012. Although Hafner was listed first to be the Executor, it turned out that I would do the job. On February 24, 20,12 1 was granted the appropriate papers to perform this duty. I discussed the issue of verbal wills with two different lawyers and got the same answer from both of them. in Pennsylvania,verbal wills are not acceptable except perhaps if they had been dictated to a lawyer who was then going to have the will typed up. But that is not the case here so the verbal will gets no consideration and the older written will must be applied. However there is a problem with this will. The will does not adequately state what is to be done with the estate. The will does contain specific bequests, but it does not say what is to be done with any residual (remainder) of the estate. Once again the state laws apply. Both lawyers advised me that the residual of the estate must be split evenly among all nieces and nephews whether they were listed in her will or not. So that's how several of you became heirs. If you look at the FINAL ACCOUNTING spreadsheet you will see that I have prepared individual checks for both the specific bequests and for the shares of the residual. The shares of the residual are all the same at$17,342.87 except for the lucky guy that gets the extra penny. I have one final comment regarding the residual. When Aunt Louella passed away she had no personal property other than the few clothing items at the nursing home. About two months earlier, when it was obvious that she would never return to her home, I began to dispose of her items in the house (which she rented). She had nothing of value and everything was donated to the Salvation Army or set out for the trash. This was all settled before she died. She did still have financial assets and debts. The enclosed FINAL ACCOUNTING spreadsheet gives details of all financial transactions. All assets were put into the Estate checking account and all payments were made by check. So the spreadsheet list of checkbook transactions summarizes all of the information about her estate and how things were settled. On the other spreadsheet list I detailed every expense for which I took payment. All of these expenses were needed and reasonable. One of these was a one time payment of$500.00 for my time. A lawyer would charge about 10 times this amount. All other payments to me were to repay me for actual out of pocket expenses. If there is a small final expense I'll take care of it myself. The last enclosure is the RECEIPT AND RELEASE FOR FINAL DISTRIBUTION. I know that everyone signed a previous ESTATE RECEIPT AND RELEASE for an interim payment. However, I just recently received the last one of these. Since I got it so close to the time I could make a final settlement, I decided to go with this one-time final distribution. Please return the receipts to me soon. There is one more thing that Aunt Louella left for all of us. That is the Take-away lesson from this whole experience. This story shows what happens if you do not have a will that is properly prepared. Louella knew what she wanted at the end and was adamant in expressing it to Hafner and me verbally. But because she did not have a proper written will, the estate not only did not go where she wanted it to, the bulk of it went exactly where she did not want it to go. And Hafner, who did the most over the years to help her, truly got the worst end of the deal. This is what can happen when you don't have a proper will. I hope this answers all questions any of you might have. I consider it an honor to have settled this estate for Aunt Louella. Sincerely, Ronald P Sieg, Executor . 3d 19- 3 73 �a 1 I N -0 j \ 0 m 41 v N N ++ N N Ln N u c c v Q) c0 X a+ c ''. O OD I c',, � v +-' + Q d ii tW 41 00 N v : c0 0 U +., 0 00 (U L v CD v c, N.. u co v U!. > .cI OI v Q) v t _ c, 7 O_''. 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N N, N N N N-N'I N N }' e-i r-I a-+ r-I ri!., ei ri ei r-I':. ri e-i r-I ei ri a-i ei O D U O �.,Y Y Y Y Y Y!Y Y Y Y Y Y Y Q O Q v u u u u u'' u, u u u u u u Q) a) a) a) a) a)! a) a) a) a) a)! 0), a) a)'11- -C a) t t �tii L!L.L tl,t lt,t t L1L 0' 0 0 0 U U U I U U U U U U U U U I U EXPENSES OF EXECUTOR TO SETTLE AUNT LOUELLA'S ESTATE Date Miles Amount For Initial probate cost 2/23/2012 $ 332.50 Executor's personal check 403 for Probate costs NOTE-The above expense was repaid to Executor on 6/12/12-Check 111 !Other miscellaneous expenses 2/16/2012 5:3 $ 26.50 To courthouse-get forms for estate $ 0.25 Parking meter 2/22/2012 53 $ 26.50 To courthouse-take Connie to verify Louella's signature $ 0.25 Parking meter $ 23.00 ',Thank-you Lunch with Connie Miller(19.01 plus tip) 2/23/2012.. 61 $ 30.50 To Dillsburg and courthouse with Joy to verify Louella's signature $ 0.25 Parking meter $ 36.00 Thank-you Lunch with Joy Knaub 31.36 plus tip 2/24/2012 53 $ 26.50 Courthouse-get final papers $ 0.25 Parking meter i 2/25/2012 19 $ 9.50 Bank accounts and supplies $ 22.02 Stamps,folders, paper supplies 2/27/2012 26 $ 13.00 Banking and sale of car to Charlie Cain 3/16/2012 34! $ 17.00 Frank Snyder Monuments- Duncannon 3/21/2012 4 $ 2.00 Sovereign Bank- Deposit a check 3/22/2012 53 $ 26.50 To courthouse- Pay Inheritance Tax $ 0.25 Parking meter 3/30/2012 51 $ 25.50 'Office on Aging for Medical Form for IRS 4/2/2012 41 $ 2.00 Sovereign Bank and Post Office $ 10.30 mail letter and get stamps 4/9/2012 4 $ 2.00 Sovereign Bank and Staples $ 21.19 Supplies at staples 5/21/2012 23 $ 11.50 Cemetery to check on headstone 6/6/2012 23 $ 11.50 Cemetery to check on headstone $ 344.26 NOTE-The Executor was repaid for the above direct expenses on 6/12/12-Check 112 NOTE-The Executor was also paid a one-time fee of$500.00 on 6/12/12-Check 113 NOTE-On 6/28/2012 Executor was given an advance payment of$53.00 (check 114)for 2 future trips to the courthouse to settle estate. One trip was made on 6/29/2012. The second will be about the end of April 2013 to take final records to the courthouse. NOTE-on 6/29/12 there was an expense of$15.00 for filing the inheritance tax return. Was paid by Executor out of pocket. Executor was repaid on 4/12/13 via check 116. NOTE- Executor intends to pay all future minor expenses with out compensation. PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Jackie Cox,Sales Director, of The Sentinel, of the County and State aforesaid,being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid,was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): March 23,30&April 6, 2012 COPY OF NOTICE OF PUBLICATION EXAGWOR NOTICE Letters Testa m ry on the estate of LEAN LOUELLA HUMM I LWWa L. Affiant further deposes that he/she is not L0U6LLA EL W..LEAH L.HUMdMEL,late of Claremont Nursing and Rehabilitation Center(n,the of Carlisle,Cumberland County, interested in the subject matter of the Pennsylvania,deceased,have b to the undersigned. aforesaid notice or advertisement, and that Ail persons knowing themselves to be #ebtetd to said Estate will make payment immediat*,and those having claims will present them for all allegations in the foregoing statement as to time, place and character of publication Iaonald.P.Sieg,Executes 3737 SIet ron Street a rue. Harrisburg,PA 17111 n / Sworn to and subscribed before me this fl (IPU V, LU z 4W Notary Public My commission expires: NOTARIALSE . ,., ...w._._ BANIBI ANN HECKEM.ORN is Notary Public CARLISLE BOROUGH, CUMDERLANO CNTY My Cornmissian Expires `z e'014 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : : ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: March 30, April 6, and April 13, 2012 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. L �is�Marie Coyne, Ed)4or SWORN TO AND SUBSCRIBED before me this 13 of April, 2012 14 C Notary Hummel, Leah Louella a/k/a L. Louella Hummel a/k/a Leah L. Hummel,decd. Late of Claremont Nursing and Rehabilitation Center,Borough of Carlisle. NOTARIAL SEAL Executor: Ronald P. Sieg, 3737 DEBORAH A COLLINS Sharon street, Harrisburg, PA '0 17111. Notary Public CARLISLE BOROUGH, 8 R Attorney: None. CUMBERLAND COUNTY My Commission Expires Apr:28,2014]