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HomeMy WebLinkAbout05-13-13 . , , � �� .�� ,�� , DECEDENT'S ESTATE �� �� � �' w � �-n � �.`° � � � COURT OF COMMON PLEAS OF � � �-�, � � � � CUMBERLAND COUNTY, PENNSYL�1�Am � :.et ;�� � �`� ORPHANS' COURT DIVISION ���+{ �= %°� '�`� � '�= . '+�-�d �""'"� �+ ��Yi ��r��i n� `,� �} .. �� �� _�u. �a.; ..�. �:� a" �� �'�; s_ �-� ' � t'..x�3 �::':' �' ESTATE OF Romaine M. White , DEC"'�ASED �� � No. 21 12 0992 PETITION FOR ADJUDICATION! STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insufficient, riders may be attached. Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and any instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Stephen J. Hogg, Esquire Supreme Court I.D.No.: 36812 Name of Law Firm: Law Offices of Stephen J. Hogg Address: 19 S. Hanover Street, Ste. 101 Carlisle, PA 17013 � Telephone: ��17)245-2698 Fax:_(717)245-0829 Form OC-O7 rev.10.13.06 Page 1 Of 1 O � � '' ' Estate of Romaine M. White , Deceased 1. Name(s)and address(es) of Petitioner(s): Name: Donald L.Weibley Address: 410 Windy Hill Road Shermansdale,PA 17090 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? . . . . . . . . . . . . . . . . . . . . . �Yes � No If not, identify prior accountings,the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on Au�ust 29, 2012 � Letters Testamentary or 0 Letters of Administration were granted to Petitioner(s) on Sentember 13. 2012 Date of Will (if applicable): April 19, 2007 Date(s)of Codicil(s) ('f applicable): Date of probate (if different from date Letters granted): Was a bond required?�Yes �No If yes, state amount: Are proofs of advertising of the grant of Letters attached? . . . . . . . . . �Yes �No Dates of advertising of the grant of Letters: Sentinel: 10/04/12, 10/11/12, 10/18/12 Law Journal: 09/28/12, 10/OS/12, 10/12/12 Form OC-Ol rev.10.13.06 Page 2 of 10 . � �, � ., Estate of Romaine M. White ,Deceased 3. Was decedent survived by a spouse? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? . . . . . . . . . . . . . �Yes �No (See Section 2201 et se . of the Probate, Estates and Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children ('f none, so state): 6. Did decedent marry after execution of Will or Codicil(s)? . . . . . . . . . . . �Yes � No Were any children born to decedent after execution of Will or Codicil(s)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, 62 P.S. § 1412,was a request for a statement of claim sent to the Department of Public Welfare? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes � No Form OC-01 rev.10.13.06 Page 3 of 10 S • , , Estate of Romaine M. White , Deceased 8. Written notice of the Audit as required by Pa. O.C.Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris(e.g., minors or incapacitated persons),Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved,Notice of the Audit has been or will also be . given to the Attorney General as required under Pa. O.C.Rule 5.5. In addition,the Attorney General's clearance certificate(or proof of service of Notice and a copy of such Notice)must be submitted herewith or at the Audit. 9. List all parties(charitable and non-charitable)of whom Petitioner(s)has/have notice or knowledge,having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Name and Address of Each Party in Interest I Relationship and Comments,if any I Interest Donald L. Weibley son 410 Windy Hill Road Shermansdale,PA 17090 Sherry Short daughter 929 Forbes Road Carlisle, PA 17013 Form OC-Ol rev.10.13.06 Page 4 of 10 •• � 1� Estate of Romaine M. White , Deceased Name and Address of Each Party in Interest I Relationship and Comments,ijany I Interest Carol Richardson daughter 736 E. Louther Street Carlisle, PA 17013 Robert D. White son 121 Spruce Street Carlisle,PA 17013 B. Identify each party who is not sui juris(e.g., minors or incapacitated persons). For each such party, give date of birth,the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (see Pa. O.C. Rule 12.4). � D. If distribution is to be made�o the personal representative of a deceased party, � � state date of death, date and place of grant of Letters and type of Letters granted. � Form OC-01 rev.10.13.06 Page 5 of 10 • � � Estate of Romaine M. White ,Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Each Claimant Amount of Claim Claim Will Claim Admitted? Be Paid In Full? �Yes �Yes �No �No �Yes �Yes �No �No : �Yes �Yes �No �No �Yes �Yes �No �No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 Pa.C.S. § 3392 and the proposed payments. 11. Was family exemption claimed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Was family exemption allowed? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Family exemption claimant's name and relationship: Name: Relationship: Form OC-01 rev.10.13.06 Page 6 of 10 . ; ' ' Estate of Romaine M. White ,Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid,the date(s)of payment(s), and the interest(s)upon which paid, are as follows: Date Payment Interest 13. On the date of death,was the decedent a fiduciary (personal representative,trustee, guardian, agent under power of attorney)or surety on the bond of a fiduciary? . . . . . . . . . . . . . . . . . . . �Yes �No If yes,provide the name of the estate, indicate whether an account has been filed and : confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions reyuiring adjudication and state the position of the Petitioner(s) as to each question: B. Has notice of the question requiring adjudication been given � to the parties identif ed in Paragraph 9 above? _. : . . . . . . . . . . . . . . . . �Yes �No � ; 15. If Petitioner(s)has/have knowledge that a share has been assigned, renounced, disclaimed or attached,provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. Form OC-01 rev.10.13.06 Page 7 of 10 f� •. Estate of Romaine M. White , Deceased 16. Had the decedent been adjudicated an incapacitated person? . . . . . . . . . . � Yes �No If yes,attach a copy of the Order if available; otherwise state the Court,term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? . . . . . . . . . . . . . �Yes �No 18. If a reserve is requested, state amount and purpose. Amount: Purpose: If a reserve is requested for counsel fees,has notice of the amount of fees to be paid from the reserve been given to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No If so, attach a copy of the notice. 19. Is the Court being asked to direct � the filing Qf a Schedule of DistributiQn? . . . . . : . . . . . . . . . . . . . . . . . ��Yes �No ' As to real estate only? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No Form OC-Ol rev.10.13.06 Page 8 of 10 �. . „ � . , Estate of Romaine M. White , Deceased Wherefore,your Petitioner(s) ask(s)that distribution be awarded to the parties entitled and suggest(s)that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts)are as follows: A. Income: Proposed Distributee(s) Amount/Proportion B. Principal: Proposed Distributee(s) Amount/Proportion Submitted By: (All petitioners must sign. Add additional lines if necessary): . . . Name of.Petitioner: Donald . Weibley . Name of Petitioner: Form OC-01 rev.10.13.06 Page 9 of 10 ,, C ' � Estate of Romaine M. White , Deceased Verification of Petitioner . (Verification must be by at least one petitioner.) The undersigned hereby verifies * �t�'lat he/she he is r�rie Executor of the above-named name of corporation Estate and] that the facts set forth in the foregoing Petition for Adjudication/Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others,the Petitioner, after diligent inquiry,believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities). . Signature of Petitioner *�Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/ Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form ha been made beyond the responses herein. , � - � Signature of Coun e or Petitioner� � Form OC-Ol rev.lOJ3.06 Page 10 of 10 � �. •. r 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, V1Z: September 28, October 5, and October 12, 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. � • , , , � , , ,-�- _�-------- '' Lis Marie Coyne, Edit r L.� SWORN TO AND SUBSCRIBED before me this 12 dav of October, 2012 . . ��Q.�. Notary White,Romaine M.,dec'd. Late of Cumberland County. Executor:Donald L.Weibley,410 Windy Hill Road, Shermansdale, PA 17090. Attorney: Stephen J. Hogg, Es- � quire, 19 S.Hanover Street,Suite NOTARIAL SEAL 101, Carlisle,PA 17013. pz30RAH A COLLINS Notary Public CARl.ISLE B�ROUGfi,CJME3ERLAND CQUP�TY h4y Commissian �xpires Anr 2�,2Q14 .._._�.,..ro�.... ...�.,...,.......�,...ma�-� +� .. � � 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 13�, 1881, since which date THE SENT�NEL has been regularly�ssued 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): October 4,11 &18, 2012 COPY OF NOTICE OF PUBLICATION ( 1 . f �' ��Y� �'t �` s�� "� � �"�,�'����,,��:�,�'��f' ,; ,� ,* �. ��� � L, �,� �. � t .�,� �. ��4��4�.„� ��,�.����>,��� � � ��wnu�N�STRATION ` ���° � x� y Affiant further deposes that he/she is not ���P � � .!-L_�-l .,� du.A� i,i x`�: ��; < '�: T R'��.4 �,Tr',�'���t'�-sf,,:. �y s`. . ,'� �.8 ero�'esta��Mary��e�g���°�RQMAINE��M WHITE,fate of� � �terested in the subject matter of the ��� and GQU �, �'lis1e,P;�;►�decease �►ava be�n gran�teci �r t0 the ; •..,,!?MI�, ,�. . . A � ,��r s� ��,� «E�s � ;� �" :� �"� ,� �'`'� } aforesaid notice or advertisement and that �� � Saic���t wtU make� y��.' r � - �, v ��5,+���r����e�s�K ��: all allegations in the foregoing statement as '� �.....;� .,; . h .��: '���� • � �� � � � ���F` to time,place and character of pub1ication � 'r �i�M���gcutpr ��r�vv��,�i���r�o�� are e. '^ '�'�' �`° � T' Y r'�,' ��'�<'�Sherinansdala,P�.7�9� �7�rc����x t����, k ��� ���� � ��- � ,t�` , �„, y� epj���Na9�.�'�Esqal� � ' z '`s;� ��� �„ „� f Y � � q, tYl F'{8AOV9r�"tfAet�'S � :4� ,: "�� . �, '`� �s �'�` i 9;� � :. . ��.�.��.w�t�. ������..�,�5'����'�;��m�.���,.;' ;, adlsle�f�i�#,TLt�3"�,�� ka� ,� -�:��. ����'��� �.�.r„� � .�y'a�"!'�*Y�.�"�'' ....`.;�,�'��� . . .�. .. � . ... ....,.•�'4,�:`e.j.� .. � Sworn to and subscribed b fore me this � • �g 2�l Z. Notary Public My commission expires: ; ------�—�..�. NOTRgIAL SE4L���.h���� BAMBI AN�V HCCKENflc�RN CARLISLE BOROUGH CU�,qC ��ly Commission Ex ires��R27ND CNTY p ,2014 �Y �► ♦ � � � NOTICE OF INHERITANCE TAX � peI1I1SyLVaI1�a APPRAISEMENT, ALLUWANCE OR DISALLOWANCE ; DEPARTMENTOFREVENUE BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INNERITANCE TAX DIYISION � REV-1547 IX AFP (09-12) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 03-25-2013 ESTATE OF WHITE ROMAINE M DATE OF DEATN 08-29-2012 FILE NUMBER 21 12-0992 COUNTY CUMBERLAND STEPHEN J HOGG ESQ STE 101 ACN APPEAL DATE: 05-24-20I3 � 19 S H A N 0 V E R S T . ' (See reverse side under Objections) CARLISLE PA 17013-3326 Amount Remitted r- MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER �F WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE -� RETAIN LOWER PORTION FOR YOUR RECORDS F- ------------------------------------------------------------------------------------------- ; REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX _ _ . _ ESTATE OF: WHITE ROMAINE MFILE NO. s21 12-0992 ACN: 101 DATE: 03-25-2013 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED QN: ORIGINAL RETURN 1. Real Estate CSchedule A) C1� 62,092.61 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) C2� .0 0 credit to your account, .0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your 4. Mortgages/Notes Receivable CSchedule D) C4) •�0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 2�2 6 5.0 3 6. Jointly Owned Prop�erty (Schedule F) C6� •0 0 7. Transfers CScheduLe 6? C7) .0 0 8. Total Assets C8) 64,357.64 APPROVED DEDUCTIONS AND EXEMPTIONS: � ., ,.. 9. Funeral Expenses/Adm. Costs/Misc. E tt xpenses CSchedule H) C9� 18,827.14 � 1�0. Debts/Mortgage Liabilities/Liens (Schedule I) �ip� 46,430.50 11. Total Deductions (11) 65,257.64 12. Net Value of Tax Return C12� 900.00- 13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� ' .0 0 14. Net Value of Estate Subject to Tax " C14� 900.00- , . NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate C15) .00 X 00 = .00 16. Amount of line 14 taxable at lineal rate C16) - -�� x 0 4 5 = .0 0 17. Amount of Line 14 at sibling rate (17) -�� X 12 = .0 0 18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 1 5 = .0 0 19. Principal Tax Due C19)= .0 0 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) " DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. - ��s rQ a/� 4 '� w IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, _ _ - PENNSYLVANIA . ORPHAN'S COURT DIVISION NO. 21 12-0992 ESTATE OF ROMAINE M. WHITE PROPOSED DISTRIBUTION OF $0.00 Donald L. Weibley $0.00 Carol Richardson $0.00 Sherry Short $0.00 Robert White $0.00 Total Estate Value $0.00 [.AW OFF[CES OE � STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 . ���� ��� � f IN THE COURT OF COMMON PLEAS OF CUMBERLAI�D COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-12-0992 FIRST AND FINAL ACCOUNT OF DONALD L. WEIBLEY, EXECUTOR FOR THE ESTATE OF ROMAINE M. WHITE LATE OF CUMBERLAND COUNTY Date of Death: August 29, 2012 Letters Testamentary Granted: September 13, 2012 Advertising Grant of Letters: The Sentinel: 10/04/12, 10/11/12, 10/18/12 Cumberland Law Journal: 09/28/12, 10/05/12, 10/12/12 Accounting Filed: ACCOUNT FINAL AS OF: c� -_ � � c:�;, • � � r� �'"� . . , {� ..:� '� . ,�--: �.� , . _ _ � `�' � .:.., � . � �" c� "�= �";� � � � �� �� � '� �' � +''�' �"�� ,. C�; �`:� C"'� �,;� d`� .�"` " ,:;"'� ; �._ � �..�x LAW OFFICES OF � �� � � ' � 4_"Yr �.�a � ' ' �� C=:.. " �s � STEPHEN J. HOGG .: �� r,�, � � ,� 19 S.HANOVER STREET „� �4-- SUITE 101 �'"3 ��` � � -�'t CARLISLE,PA 17013 � . � IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 21-12-0992 ESTATE OF ROMAINE M. WHITE Purpose of the Account: Donald L. Weibley, Executor of this Estate files this Accounting to acquaint interested parties with the transactions that have occurred during his execution. The Account also indicates the proposed distribution of the estate. It is important for the Account to be carefully examined. Requests for additional information or questions or objections can be discussed with the undersigned Attorney for the Estate. Stephen J. Hogg, Esquire 19 S. Hanover Street, Suite 101 Carlisle, PA 17013 � (717) 245-2698 Attorney for Estate LAW OFFICES OF STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 � � RECEIPTS OF PRINCIPAL REAL ESTATE 736 E. Louther Street, Cumberland County, $62,092.61 Carlisle, PA 17013 Sub Total $62,092.61 Members 1 St Savings Acct#55244-00 $ 5.00 Members 1 St Checking Acct#55244-11 $ 23.33 1994 Ford Sedan VIN#1FALP52U8RA165166 $ 1,294.00 State Farm Insurance $ 44.20 Jones & Martin Auctions $ 26.08 Erie Insurance Refund $ 501.00 Sale Items $ 371.42 Sub Total $ 2,265.03 TOTAL GROSS ASSET $64,357.64 LAW OFFICES OF ' STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 , � � DISBURSEMENTS OF PRINCIPAL DEBTS OFDECEDENT Members 1St FCU Loan Acct No. 55244-26 $4,679.09 20113613212/8/11 $5,000.00 MERS, Inc. for Members 1St FCU 200838383 $37,443.89 11/18/08 $35,400.00 Opening Estate Checking Account $ 25.00 Transfer Car Title $ 87.33 U.S. Post Office $ 9.65 Lowe's $ 19.57 Lowe's $ 28.45 Kreider Fuel Oil $ 342.00 CenturyLink $ 219.79 PP&L Electric $ 201.29 Carlisle Regional Medical Center $ 350.00 Walnut Bottom Radiology $ 125.00 American Homepatient $ 11.25 Lung, Asthma & Sleep Associates $ 240.00 OSI $ 200.00 2012-2013 School Taxes $1,021.30 . .County Taxes 2012 . . $ 71.3.1 Final Water/Sewer $ 204.89 LAWOFFICESOF Realty Transfer Tax $ 610.00 STEPHEN J. HOGG 19 S.HANOVER STREET Document Preparation/Attorney Fee $ 350.00 SUITE 101 CARLISLE,PA 17013 Borough of Carlisle Water/Sewer $ 181.24 American Homepatient $ 9.45 S u b Tota I $46,430.50 ADMINISTRATIVE EXPENSES Hoffman-Roth Funeral Home and Crematory, Inc. $11,280.80 Flowers $ 112.00 , Church Lunch $ 100.00 Eby's Granite Works —engraving $ 119.00 Personal Representative's Commission $ 3,218.15 Attorney fees $ 3,218.15 Probate fees $ 269.50 Advertisement: Cumberland Law Journal $ 75.00 Carlisle Sentinel $ 189.54 Inheritance Tax Return Filing Fee $ 30.00 Final Accounting Filing Fee $ 215.00 Subtotal Admin Expenses $18,827.14 TOTAL EXPENSES AND DISBURSEMENTS $65,257.64 TOTAL GROSS ASSETS $64,357.64 LESS EXPENSES AND DISBURSEMENTS $65,257.64 NET ESTATE AMOUNT FOR DISBURSEMENT $ 900.00- LAW OFFICES OF ' STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 . VERIFICATION I, Donald L. Weibley, do hereby verify that I am the Executor herein, and that the facts set forth in the aforegoing First and Final Accounting are true to the best of my knowledge, information and belief, upon information supplied. I understand that false statements herein are subject to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsifications to authorities. - . Date: .4r-9 -/.� - Donald L. Weibley S rn to or affirmed d su ribed to before me by witnesses, this day of , 2013. Notary ublic My Commission Expires: NOTARIAL SEqL ' �n�J.Ho�g„Aloqary P� - . Carliate Bor�,Cw���Co.PA �'h' �►����,r,�,r�,�o�s ..��.�,��.�,�.�.,���,. LAW OFFICES OF � STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 CONSENT TO DISTRIBUTION - I, the undersigned party in interest in the Estate of Romaine M. White, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. . Date: ��--�.� Donald L. Weibley LAW OFFICES OF ' STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Romaine M. ��Nhitp, �v�r I ha��� rec�iv�� a�� r�ad a �opy of the a�t�ched First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. ,�/ � � N: Uate: ��� �%� Sherry Sho LAW OFFICES OF F STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Romaine M. White, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. G Date: �- � '1...� � obert D. White LAW OFFICES OF STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 . CONSENT TO DISTRIBUTION I, the undersigned party in interest in the Estate of Romaine M. White, aver I have received and read a copy of the attached First and Final Accounting with a proposed final distribution schedule. I understand the proposed distribution and have no objection thereto. Date: �� 0� ��� o'Y1. Carol Richardson LAW OFFICES OF ' STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013 , , , . .., _ _ . � _. , ;. ,, . . .; ���s�:q�r :,;;Y � � r�^,� *.�r , . ,. . • ;, � "K..L �`;� ,., ...., .:.., c���-s _ , �,� r •.�:'' Y✓ �... . 1�� 4 .Y . . .:. . ...�. .'. � , . .�.• �.r�, .... .. �.�... i t. . �:. 'i�. .. • , � . .�'. �. '�� '. . � '� '' � ,.. , ��� �" �� ;�,�� � ., � . .. . ........ . � ... . ' . . . '.. '.. .. '.. .rr�'Sr�.r�� :.rn . . . � i.4 � ' FiEGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No. 2012- 00992 PA No. 21- 12- 0992 Es ta te Of: ROMAINE M WHITE fFirst,Midd/e,Castl _ ' � � La te Of: CARL/SLE BOROUGH ' � � CUMBERLAND COUNTY Deceased Social Security No: 202-20-3253 WHEREAS, on the 13th day of September 2012 an instrument dated April 19th 2007 was admi tted to probate as the last will of ROMAINE M WHITE /First,Midd/e,Last/ la te of CARL/SLE BOROUGH, CUMBERLAND County, who di ed on the 29 th day of Augus t 2 012 and, WHEREAS, a true copy of the wi 11 a s proba ted i s annexed here to. THEREFORE, I, GLENDA FARNER STRASBAUGH , Regi s ter of Wi 11 s in and for CUMBERLAND County, in the Commonweal th of Pennsylvania, hereby certi fy tha t I have thi s day gran ted Le t ters TESTAMENTARY to: DONALD L WEIBLEY who has duly qualified as EXECUTOR(R/X) and has agreed to admini s ter the es ta te according to Iaw, all of whi ch fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. . IN TESTIMONY WHERE4F, I have hereunto set my hand and affixed the seal of my offi ce on the 13th day of September' 2012. � ..�',..�;� f 1 , egisier o i s _ { � ,1... uty � ; **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) �� • � 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: Se�tember 28, October 5, and October 12, 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. � � , • c . '"-" '�i�.. ------�-- ;'' Lisa Marie Coyne, Edit r ���� SWORN TO AND SUBSCRIBED before me this 12 dav of October, 2012 . � G�� Notary White,Romaiae M.,dec'd. Late of Cumberland County. Executor:Donald L.Weibley,410 Windy Hill Road, Shermansdale, PA 17090. Attomey: Stephen J. Hogg, Es- quire, 19 S.Hanover Street,Suite NUTARIAL SEAL 101, Carlisle,PA 17013. Dc3CRAH A COLLINS No?ary Public Cfi�RLISLE SUROUGti,C:JMt3ERLAND COUP�TY My Commission �xpires Anr 28,2014 �.__...�,,...��,......,.a,�,.,,.,�...�..�...���-.,, , �� . PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tackie 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 13�,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): October 4,11 &18, 2012 COPY OF NOTICE OF PUBLICATION � � :,h� �.. f ' �.�+�r:�r+SH'�33�t'�a`�r �¢ {tr P'��, i.�r'4,�4P �4-����a."�'}1�4.�''TR���o, '"au. � .H r� ���l�°7" t �h i ���r°ri,�`,���' ��,��`NC��p�21M1 I TRATI N F� t.' tF �d[� _. : • - � Affiant further deposes that he/she is not n�%������M4 _. Y�''�'.-5.pT'6��.��:ir .c.�w �� � #$ , ., [,ettei`'s,T�steimeniary or�t�e Es�ate°f�e eased havA b 8�tE9�te�to the't interested in the subject matter of the . 2�,.(�'�qb�ltl,8nd�4 hl:�,�+�isle��A� .f,� + r F..�,�� , r : ^; � �� � : ' ..��° �° �`�"��� aforesaid notice or advertisement,and that '�6�ves 1 ;ba�ii�e��,.,�'���te will make X �_ . i�' ,�: � �w ,R�' all allegations in the foregoing statement as �- ' #a��aYM��im�,�lr�!�ras��..them for me��, .;,., � , �� �,. . � �fi:.�.,�.�.�.�,: _ • ..; .... . . �x �::y � �� >t��,�a� ; ; '. �� ��e����������r to time,place and character of publication �. � . ,��,���+fnd�r H;fi Raad are e. �� �}� ' �; x,�. � �' �'xSheririansdala,P�i7Q90 '�'�; t �� � s� �,�" � F r x E k � �� � � az trp � '`� S� "'��r����� '������K � �.� � ��*' � ��� 'y� �c k � tep►ien:' .��9��: s9uire� ���� ���` ��� � #�M � , �9:Stou�Fteri.oyve�1r'Stree�,S� � ,.�����h � ..� ` d���.�.�� a w� � 8[�18�8r�'�f Q!��� e�...r.b. ���.+4K1'*,�,r.��-�'�a�� �r ,o�.T..�� ,,�'�� �'' t-t #� t�' ^a'�� ��+!��'�`�`� �F� .,� ��s�r�'z����I . ..�1�� N .-.�-''":a . ...���°�* n . . , .,to.1.< S �. Sworn to and subscribed b fore me this , -r�1 , . lg 2�lZ Notary Public My commission expires: , "°'�°a�•�.�.�a,��,.�:,:�,.�.e,«'41 NOTk�IAL SE4L BAMBI AN�V H�CKENflc�RN CARLISLE BOROUGH CU�,^aE i,Ay Commission Expiras Ja n27�O��rY ' �• • NOTICE OF INHERITANCE TAX , pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX -- INHERITANCE TAX DIVISION REV-1547 IX AFP C09-12) PO BOX 280601 HARRISBURG PA 17128-0601 DATE 03-25-2013 ESTATE OF WHITE ROMAINE M DATE OF DEATH 08-29-2012 FILE NUMBER 21 12-0992 COUNTY CUMBERLAND STEPHEN J HOGG ESQ ACN 101 STE 101 APPEAL DATE: 05-24-20I3 19 S H A N 0 V E R S T � ' (See reverse side under Object[ons) � CARLISLE PA 17013-3326 Amount Remitted -� MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS � ------------------------------------------------------------------------------------------- REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX __ _ _ _ ESTATE OF: WH�TE ROMAINE MFILE N�. :21 12-0992 ACN: 101 DATE: 03-25-2013 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) C1) 62,092.61 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) �2� .0 0 credit to your account, .0 0 submit the upper portion 3. Closely Held Stock/Partnership Inte�est CSchedule C) C3? of this form with your 4. Mortgages/Notes Receivable CSchedule D) C4) •�� tax payment. 5. Cash/Bank DepositsfMisc. Personal Property CSchedule E) (5) 2�2 6 5.0 3 6. Jointly Owned Property CSchedule F} C6� •0 0 7. Transfers CSchedule G) C7) .0 0 8. Total Assets Cs) 64,357.64 APPROVED DEDUCTIONS AND EXEMPTIONS: „ , -� ,��, � 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) , C9� 18,827.14 1�0. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 46,430.50 11. Total Deductions �11� 65,257.64 ' 12. Net Value of Tax Return �12� 900.00- 13. Charitable/Governmental Bequ�ists; Non-elected 9113 Trusts CSchedule J) C13� ' ' .0 0 14. Net Value of Estate Subject to Tax '" C14) 900.00- . NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate C15) •0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at lineal-rate C16� -�� X 045 = .00 17. Amount of Line 14 at sibling rate C17) -�� X 12 = .0 0 18. Amount of �ine 14 taxable at collateral rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19�- .0 0 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 : INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ., ^ 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION N O. 21 12-0992 ESTATE OF ROMAINE M. WHITE PROPOSED DISTRIBUTION OF $0.00 Donald L. Weibley $0.00 Carol Richardson $0.00 Sherry Short $0.00 Robert White $0.00 Total Estate Value $0.00 LAW OFFICES OF � STEPHEN J. HOGG 19 S.HANOVER STREET SUITE 101 CARLISLE,PA 17013