HomeMy WebLinkAbout01-0173
Estate of
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
No. 02/- 0/-/73
Helen N. Langjahr
also known as
, Deceased
Social Security No. 164 -18 - 2277
Lee C. Swartz
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
o A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent dated 11/10/1999 and codicil(s) dated None
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
D B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
County, Pennsylvania with his/her last family
or principal residence at 495 Wood Crest Dr i ve, Hampden Twp.
(list street, number, and municipality)
Decedent. then ~years of age, died 01/29/2001 at Messiah Village Upper Allen Twp., PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania 3 /4
700,000.00
$
$
$
$
120,000.00
situated as follows:
495 Woodcrest Drive, Mechanicsburg, FA 17055
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a propriate form to the undersi ned:
Si nature Typed or rinted name and residence
Lee C. Swartz, III North Front St.
P.O. Box 889, Harrisbur , PA 17108-0889
)6-;ZtJ9--JY
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems. Inc.
Form RW-l (1991)
21-01-173
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber land
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 representative(s) of
the Decedent Petltloner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and submibed ~ c&~
~Swartz
a.
before me this~ day of
vi
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7J For the Register JLfU 0
No.
21-01-173
Estate of Helen N. Langj ahr
Deceased
Social Security No: 164 -18 - 2277
Date of Death: 01/29/2001
AND NOW,
FEBRUARY 14. 2001
, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia: durante minoritate)
are hereby granted to
Lee C. Swartz
in the above estate and that the instrument(s) dated
11/10/1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters.
$ 480.00
~?./ - L1/i ~ h- W ~
~ . to' t7..e~,{/(fl fWl. .LA ,U-VJ,Jl, . ~
Register of Wills .
Short Certificate(s). .(s). $
Renunciation. $
Affidavits ( $
Extra Pages ( 8 ) $
Codicil. $
JCP Fee. $
Inventory. $
Other $
15.00
Attorney:
James G. Morgan, Jr.
24.00
J.D. No: 07193
Tucker Arensberg & Swartz
Address: 111 North Front St.
P.O. Box 889
Harrisburg, PA 17108-0889
5.00
Telephone: 717/234-4121
TOTAL. $ t::.:2<l gQ MAILED LETTER TO ATTORNEY FEBRUARY 14, 2001
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems.lnc. Form RW-1 (1991)
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Will
I, HELEN N. lANGJAHR, of Cumberland County, Pennsylvania, declare
this to be my last will and revoke any will previously made by me.
ITEM I. I give all articles of personal or household use, together with all
insurance relating thereto, to my daughter, DEBORAH L. HOCKLEY, provided she
survives me by thirty (30) days. If my daughter, DEBORAH l. HOCKLEY, does not
so survive me, the same shall be added to my residuary estate.
ITEM II. I give the residue of my estate, real and personal,
A. Fifty (500/0) percent to my daughter, DEBORAH L. HOCKLEY,
provided she survives me by thirty (30) days. If my daughter predeceases me, her
share shall pass equally, fifty (500/0) percent to be divided among my grandchildren
and fifty (500/0) percent to my son-in-law, STEVEN C. HOCKLEY, provided he is not
divorced from my daughter, DEBORAH L. HOCKLEY, or proceedings in divorce
have not been filed at the time of my death. In such event, the same shall be added
to the share to be divided among my grandchildren.
B. Ten (100/0) percent to my son in law, STEVEN C. HOCKLEY,
providing he is not divorced from my daughter or proceedings in divorce have not
been filed at the time of my death and provided he survives me by thirty (30) days. If
he does not so survive, his share shall be divided among my grandchildren.
Page 1 of 8 pages
C. Forty (400/0) percent to my grandchildren, in trust, as set forth
hereinafter. The share of any grandchild who predeceases me or dies on or before
the thirtieth day following my death shall be distributed to his or her issue per stirpes
living on the thirty-first day following my death and in default of any such then-living
issue such shares shall be added to the share or shares for my other grandchildren.
ITEM III. Should the trust created for my grandchildren come into being
by the terms thereof, I name JANICE ATWOOD as both my trustee and the guardian
of the estate of any minors surviving me who take under my will. If JANICE
ATWOOD fails to qualify or ceases to act as trustee and guardian, I name LEE C.
SWARTZ as trustee and guardian. Should he fail to qualify or cease to act, I name
JAMES G. MORGAN, JR. as trustee and guardian.
ITEM IV. I appoint LEE C. SWARTZ as executor under my will. Should
he predecease me or be unable to act, I appoint JAMES G. MORGAN as my
executor.
ITEM V. Upon my death, the interest and principal, if necessary, of the
trust to my grandchildren should be used by my trustee to provide a four-year college
education to each of my grandchildren to be so held until the youngest completes his
or her education. Said education must be completed by each grandchild within five
(5) years following the graduation from high school. When the youngest graduates
Page 2 of 8 pages
from college, my trust shall be divided into equal shares and be distributed to each
grandchild as follows:
A. One-third (1/3) of his or her share upon graduating from
college.
B. One-half (1/2) of his or her share remaining upon attaining the
age of twenty-eight (28) years.
C. The remaining one-half (1/2) of his or her share upon attaining
the age of thirty-three (33) years.
D. If any of my grandchildren fail to graduate from college, one-
half (1/2) of his or share shall still pass to him or her upon attaining the age of
twenty-eight (28) years, with the balance passing to him or her upon attaining the
age of thirty-three (33) years.
ITEM VI. Should ITEM V come into being by the terms thereof:
A. As long as my grandchildren are under twenty-one (21)
years of age or still in college:
1. As much of the net income as my trustee, in my
trustee's sole discretion, may from time to time think desirable for health
or educational needs shall be distributed to my grandchildren, in such
amounts or proportions as my trustee may from time to time think
appropriate; and
Page 3 of 8 pages
2. Any net income not so distributed shall from time to
time be accumulated and added to the principal.
B. After my grandchildren reach twenty-one (21) years of age,
the trust fund is to be kept invested and administered as follows:
1. The net income from trust shall be accumulated
until the last of my grandchildren has graduated from college or has
attained the age of 28 years;
2. As much of the principal of trust as my trustee may
from time to time think desirable-- taking into account funds available
from other sources--for the health, support, maintenance or education of
my or any of his descendants either shall be paid to that person or shall
be applied directly for those purposes; and
3. My trustee shall have the absolute right to determine
the necessary expenses for education for my grandchildren, it being my
desire that this trust effectuate their ability to have a college education.
My trustee, without regard to the rights of any other beneficiaries of the
trust and shall have the absolute right to apply any monies on behalf of
any of my grandchildren toward their reasonable expenses for education
including tuition, books and living, but shall not interfere with any rights
they may have to scholarships and/or aid in college. Therefore, my
Page 4 of 8 pages
."
trustee may restrict payments where it may interfere with their rights to
receive scholarships or aid for education from independent sources.
This trust is intended to give the trustee full discretion to determine the
best interest pursuing advanced education for grandchildren. The
trustee is relieved from any further responsibilities, except to see that
that is done, in accordance with this trust.
ITEM VII. All federal, state and other death taxes--except
generation-skipping transfer taxes--payable because of my death on the property
forming my gross estate for tax purposes, whether or not it passes under this will,
shall be paid out of the principal of my residuary estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary or any outside
fund. Any death taxes on future interests shall be paid out of the principal of my
residuary estate or the residuary trust whenever my executor or my trustee, in my
executor's or my trustee's sole discretion, thinks best.
ITEM VIII. If any person is a minor or is, in my trustee's opinion,
disabled by illness or other cause and unable to properly manage the funds, my
trustee may pay his or her share of the funds to his or her parent or guardian or to
any person or organization taking care of the person.
Page 5 of 8 pages
ITEM IX. No interest in income or principal shall be assignable by, or
available to anyone having a claim against a beneficiary, before actual payment to
the beneficiary.
ITEM X. I authorize my executor, trustee or guardian of my estate:
A. To retain and to invest in all forms of real and personal
property, regardless of (i) any limitations imposed by law on investments by
executors or trustees, (ii) any principle of law concerning delegation of investment
responsibility by executors or trustees or (iii) any principle of law concerning
investment diversification;
B. To compromise claims and to abandon any property which,
in my executors or my trustee's opinion, is of little or no value;
C. To borrow from anyone, even if the lender is an executor or
trustee hereunder, and to pledge property as security for repayment of the funds
borrowed;
D. To sell at public or private sale, to exchange or to lease for
any period of time, any real or personal property, and to give options for sales or
leases;
Page 6 of 8 pages
E. To join in any merger, reorganization, voting-trust plan or
other concerted action of security holders, and to delegate discretionary duties with
respect thereto;
F. To allocate any property received or charge incurred to
principal or income or partly to each, without regard to any law defining principal and
income; and
G. To use administrative or other expenses of my estate as
income tax or estate tax deductions or both and to value my estate for tax purposes
by any optional method permitted by the law in force when I die, without regard to
whether they were paid from principal or income, without requiring adjustments
between principal and income for any resulting effect on income or estate taxes.
These authorities shall extend to all property at any time held by my
executor or my trustee and shall continue in full force until the actual distribution of all
such property. All powers, authorities and discretion granted by this will shall be in
addition to those granted by law and shall be exercisable without leave of court.
will.
ITEM XI. Any corporate fiduciary hereunder shall receive compensation
in accordance with its standard schedule of fees in effect at the time its services are
performed.
Page 7 of 8 pages
ITEM XII. No executor, trustee or guardian shall be required to post
bond.
ITEM XIII. The term "executor" and "trustee" or any pronoun used to
indicate the executor, trustee, any other fiduciary or any beneficiary shall be deemed
to apply to one or more than one person or corporation and to the masculine,
feminine or neuter gender, as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this,
my last will, this !6'~ay of ~ ~ 999.
/(~
RELEN N. LA
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
TESTATRIX, as and for her last will, in the presence of us, who thereupon at her
request, in presence and in the presence of each other, have hereunto subscribed
our names as witnesses.
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Page 8 of 8 pages
COMMONWEALTH OF PENNSYLVANIA)
( ss:
COUNTY OF DAUPHIN )
/ // ~
;() We, HELEN J. LANGJAHR, ,:A.. G-e_ c> rl~t//t;C ,2 and
(J~/t-rI7CL/) .T (~(j12 Ol.-II\J , the executrix and witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn do
hereby declare to the undersigned authority that she signed and executed the
instrument as her last will and that she had signed willingly and that she executed it
as 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 our knowledge, the executrix was at that time eighteen (18) years
of age or older, of sound mind and under no constraint or undue influence.
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Witness {,
SUBSCRIBED, sworn to or affirmed, and acknowledged before me by
-f1~amed and by the witnesses whose names appear above on
/0 ,1999.
~~Iio_
No ary Public
21566.2
Notarial Seal
Pauline Patti Thomas, ~otafY Public
Harrisburg, Dauphin County
My Commission Expires Mar. 24, 2003
Member, PennsylVania ASSOCiation ot Notanes
E
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY OF PENNSYLVANIA
In re: ESTATE OF HELEN N. LANGJAHR, Deceased.
DATE OF DEATH: January 29,2001
Will No. 2001-00173
Administration No.
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 14, 2001:
Name
Deborah L. Hockley
Steven C. Hockley
Deborah L. Hockley, Parent
and natural Guradian of Evan,
Sabrina, Amber, Daniel and
Matthew Hockley
Address
495 Woodcrest Drive, Mechanicsburg, PA 17050
495 Woodcrest Drive, Mechanicsburg, PA 17050
495 Woodcrest Drive, Mechanicsburg, PA 17050
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date:
4/C;/OI
\ ' m"es G. IV\, , Jr.
trucker Aren~ rg & Swartz
~! 11 North Front Street
j .0. Box 889
arnsburg, PA 17108-0889
717/234-4121
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Signature:
Name:
Address:
Telephone:
x
Personal Representative
Counsel for Personal
Representative
Capacity:
38570.1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
LEE C SWARTZ
111 NORTH FRONT STREET
POBOX 889
HARRISBURG, PA 17108-0889
nnn__ fold
ESTATE INFORMATION: SSN: 164-18-2277
FILE NUMBER: 21 - 2001 - 01 73
DECEDENT NAME: LANGJAHR HELEN N
DATE OF PAYMENT: 10/11/2001
POSTMARK DATE: 10/10/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 01/29/2001
NO. CD 000372
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,414.82
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TOTAL AMOUNT PAID:
$3,414.82
REMARKS: LEE C SWARTZ ESQUIRE
CHECK# 119
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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DATE
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DATE OF DEATH
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11-26-2ulJ.a. !
LANGJAHR
01-29-2001
21 01-0173
CUMBERLAND
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG1 PA 17128-0601
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NOTICE '10
APPRAISEMENT~ ALLOWANLL _
OF DEDUCTIONS AND ASSESSMENI
REV-1547 EK AFP el2-0Dl
HELEN
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NOV 30
JAMES G MORGAN JR
TUCKER ETAL
PO BOX 889
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Amount Remitted
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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: i:s4-j-Ex--AF'P--fi'2-:o0"r-NoYicE--oF-YNHEifiTAN-CE-"-A'x-APPRA-isEirENT~--ALrciwAN-cE-o-R----------- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LANGJAHR HELEN N FILE NO. 21 01-0173 ACN 101 DATE 11-26-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
120~000.00
650.742.09
.00
.00
289.239.88
2.569.93
.00
(8)
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
1~062~551.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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)
(10)
50~547.58
447.02
(11)
(12)
(13)
(14)
50.994 60
1~011~557.30
.00
1~011~557.30
NOTE: If an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X 00 = .00
(16) 1~011~557.30 X 045 = 45~520.08
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 45~520.08
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-26-2001 AA496517 2~105.26 40~000.00
10-10-2001 CDOO0372 .00 3~414.82
TOTAL TAX CREDIT 45~520.08
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Helen N. Langj ahr
No.
also known as
Date of Death 01/29/2001
, Deceased Social Security No.
164-18-2277
Lee C. Swartz,
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 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 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. l!We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
06897
Personal Representative
Signature ~ (t~/
Signature: \..J
Name of
Attorney:
James G. Morgan, Jr.
I.D. No..
Address:
III North Front St.
Address:
III North Front St.
Harrisburg, PA 17108-0889
Harrisburg, PA 17108-0889
Telephone: 717/234-4121
Telephone: 717/234 - 4121
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
1,059,981.97
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form #RW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Helen N. Langjahr
01/29/2001
Cumberland
CASH:
A1lfirst Bank - Relationship
Checking Account No.
0038325195
1,610.64
Accrued interest through date
of death
AT&T - Service Refund
20.69
Atlantic Mortgage - Refund of
Escrow to Martgagor
9.58
Blue Cross/Shield - Policy
Refund
316.90
Commerce Bank - checking
account #0513261479
3,044.15
Accrued interest through date
of death
12,414.00 Merrill Lynch CMA Money Fund -
cash account
12,414.00
ML Banking Advantage - Money
account
429.00
Pennsylvania Department of
Revenue - 2000 Income Tax
Refund
198.00
Pittsburgh National
Corporation Savings Account
- PNC Advisors - cash
account #16-35-035-0660717
291.32
-1-
Accrued interest through date
of death
2,693.12 shares T. Rowe Price - Equity
Income Fund account
{/207005403-9
shares The Vanguard Group - PA
Tax Exempt Money Market
u.s. Treasury - Income tax
refund
u.s. Treasury - Social
Security benefit
Verizon - Commission/Refund
STOCKS/LISTED:
150.00 shares AT&T Corp - traded on
the NYSE, common
10.00 shares Avaya Inc.
1.00 share Friendly Ice Cream
Corporation - traded NYSE,
common stock
600.00 shares General Electric Co -
traded on the NYSE, common
128.00 shares Lucent Technologies,
Inc. - traded on NYSE,
common
110.00 shares Marine Transport
Corporation - traded on the
NYSE, common
2,662.00 shares Ogden Corp - traded on
the NYSE, common
-2-
218.02
66,600.88
201,783.74
1,427.00
838.00
37.96
3,571.50
170.00
2.99
26,628.00
2,301.44
763.13
44,854.70
289,239.88
1,105.00 shares aMI Corp - traded on
the NYSE, common
210.00 shares PepsiCo Inc - traded on
the NYSE, common
9,687.66 shares The Vanguard Group -
Equity Income Fund
28,931.57 shares The Vanguard Group -
Inter-Term Treasury Inv.
220.00 shares Verizon Communications
- traded on NYSE, common
REAL ESTATE/PA:
495 Woodcrest Drive,
Mechanicsburg, PA 17050 -
6/8 of the value
6,409.00
9,166.50
231,535.07
313,618.16
11,721.60
120,000.00
TOTAL RECEIPTS OF PRINCIPAL......... ......
-3-
650,742.09
120,000.00
1,059,981.97
.-- " .~
,
I
~OK
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Helen N. Langjahr
Date of Death:
January 29, 2001
Will No.
2001-00173
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 whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: 6/30/2003
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 of receipts, reJeases, joinders and
approvals of formal or informal acc\nts ay be filed with the
Cerk of the Orphans' Court and may att hed to this report.
'f\) "
Date: 12/30/3002
Sign ,ur \
Jam G. \.. 0 ,J r .
Tuc er Arensb rg & Swartz
Nam (Please type or print)
III North Front StreeL
Harrisburg, FA 17101
Address
(7 1 7 ) 2 34 - 4 12 1
Te 1. No.
Capacity: Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM3)
*
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
.
Date: 12/06/2002
LEE C SWARTZ
111 NORTH FRONT STREET
POBOX 889
HARRISBURG, PA 17108-0889
RE: Estate of LANGJAHR HELEN N
File Number: 2001-00173
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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 will become delinquent on: 1/29/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc: ;/ File
Counsel
Judge
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Helen N. Langjahr
Date of Death:
January 29, 2001
Estate No.:
2001-00173
Pursuant to Rule 6J2 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. Stat~ther administration of the estate is complete:
Yes?\. 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. I is Yes, state the following:
a. Did the perso~resentative file a final account with the Court?
Yes 0 No~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the per~epresentative state an account informally to the parties in
interest? Ye~ No 0
c. Copies of receipts, releases, joinders a~oval of formal or informal
accounts may be filed 1 the Clerk of tn ans' Court and may be
attached to this report. ~
~I/</:':;'_ ~ ~,J
Jr.
Date:
Name
Tucker Arensberg, P.C.
P.O. Box 889
Address .
Harrlsburg, PA 17108-0889
(717) 234-4121
Telephone No.
Capacity: ,J:J Personal Representative
17' Counsel for personal representative
Q
J'
REV-1500 EX + (6-00)
CAPB
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E E
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
..;) / t') /
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
/;l3
NUMBER
o
E
C
E
o
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N
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Lan 'ahr Helen N.
DATE OF DEATH (MM-DD-YEAR)
DATEOF BIRTH (MM-DD-YEAR)
164-18-2277
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
01/29/2001 01/24/1920
IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust 1
(Attach copy of Will)
D 9. Litigation Proceeds Received
3. (date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
(Attach copy of Trust)
D 10. Spousal Poverty Credit D 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
. . THIS SE.CTIo'NiMI;IST~Bl!~q"'P,L1:!IIlD< l\Jl~ :CClJ'iRl!$1'PNnENG''''JI'i~NFIDEN'tlALjTjl\xiIN!'ORMATIClIISHOULO BE tltl'lECTED Ire! -. -
NAME COMPLETE MAILING ADDRESS
James G. Mar an, Jr.
FIRM NAME (If Applicable)
Tucker Arensber & Swartz
TELEPHONE NUMBER
111 North Front St.
P.O. Box 889
Harrisburg, PA 17108-0889
R
E
C
A
P
I
T
U
L
A
T
I
o
N
17 234-4121
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule DJ
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate BiUing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
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)
(1)
(2)
(3)
120,000.00
650,742.09
Rone
(4)
(5)
None
289,239.88
(6)
2,569.93
None
50,547.58
447.02
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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 1,011,557.30
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20,
x
X
X
X
.0 0
.0 45
.12
.15
Copyright (c) 2000 form software only The Lackner Group, Inc.
OFFICIAL USE ONLY
(8) 1,062,551.90
(11) 50.994.60
(12) 1,01l,557.30
(13)
(14) 1,01l,557.30
(15)
(16)
(17)
(18)
(19)
0.00
45,520.08
0.00
0.00
45,520.08
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
495 Wood Crest Drive
CITY I STATE I ZIP
Mechanicsburg PA 17050
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
45,520.08
0.00
40,000.00
2,105.26
Total Credits ( A + B + C ) (2)
3. Interest/Penalty jf applicable
O. Interest
E. Penalty
42,105.26
Totallnterest/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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
3,414.82
0.00
3,414.82
PLEASE ANSWER THE FOLLOwi~~ QUESTIONS BY PLACING AN
1.
"X"
:::://H:;-..,....,.""'"..'.....'.','"..;;'../UU
IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its 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? .
3. Did decedent own an "in 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?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes No
~~
o
o
o
IX]
IX]
IZJ
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.
For dates of deat on or a 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is % [72 P.
For dates of death on 0 ter J nuary 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)J. e 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 if the surviving spouse is the only beneficiary.
ONSIBLE FOR FILING RETURN
Lee C. Swartz
111 North Front St.
.. Harr{si);.'-r.; .PA...1 lic'8 ~ 0Il89.....
Tucker Arensberg & Swartz
111 North Front St.
-~ ~ - -- - - -~- - ~ -- - - ~ -- ~ - -- - ~ -- ~ - -- - ----
Harrisbur PA 17108.0889
DATE
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 parent, or a stepparent of the child is 0% [72 P.S. 9116 (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. 9116(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. 9116(a)( 1.3)]. 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.
Copyright (cl 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
REV- 1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Helen N. Langjahr SS# 164-18-2277 01/29/2001
All real property owned solely or as a tenaht in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with riQht of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 495 Woodcrest Drive, Mechanicsburg, PA 17050 - 6/8 of the value 120,000.00
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) $ 120,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
REV-1503 EX + (1-97)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SSI/ 164-18-2277
01/29/2001
Helen N. Langjahr
ITEM
NUMBER
1
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
150 shares AT&T Corp, CUSIP 1/001957109 - traded on the
NYSE, common
2
10 shares Avaya Inc., CUSIP 1/053499109
3
1 share Friendly Ice Cream Corporation, CUSIP
1/358497105 - traded NYSE, common stock
4
600 shares General Electric Co, CUSIP 1/369604103 -
traded on the NYSE, common
5
128 shares Lucent Technologies, Inc., CUSIP 1/549463107
- traded on NYSE, common
6
110 shares Marine Transport Corporation, CUSIP
1/567912100 - traded on the NYSE, common
7
2,662 shares Ogden Corp - traded on the NYSE, common
8
1,105 shares OMI Corp, CUSIP I/Y6476W104 - traded on the
NYSE, common
9
210 shares PepsiCo Inc - traded on the NYSE, common
10
9,687.66 shares The Vanguard Group - Equity Income Fund
11
28,931.565 shares The Vanguard Group - Inter-Term
Treasury Inv.
12
220 shares Verizon Communications, CUSIP 1/92343V104 -
traded on NYSE, common
UNIT VALUE
23.81
17.00
2.99
44.38
17.98
6.9375
16.85
5.80
43.65
23.90
10.84
53.28
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
copyright (c) 1996 form software only CPSystems, Inc.
FILE NUMBER
VALUE AT DATE
OF DEATH
3,571.50
170.00
2.99
26,628.00
2,301.44
763.13
44,854.70
6,409.00
9,166.50
231,535.07
313,618.16
11,721. 60
650,742.09
Form REV-1503 EX (Rev. 1-97)
REV-150B EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEA.L TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen N. Langjahr
FILE NUMBER
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.
SSII 164-18-2277
01/29/2001
ITEM
NUMBER
1 U.S. Treasury
DESCRIPTION
Social Security benefit
VALUE AT DATE
OF DEATH
838.00
10
2 A11first Bank
Relationship Checking Account No. 0038325195
1,610.64
Accrued interest on item 2 to date of death
0.00
3
AT&T - Service Refund
20.69
4
Atlantic Mortgage
Refund of Escrow to Martgagor
9.58
5
Blue Cross/Shield
Policy Refund
316.90
6
Commerce Bank - checking account 110513261479
3,044.15
Accrued interest on item 6 to date of death
0.00
7
12,414 Merrill Lynch CMA Money Fund - cash account
12,414.00
8
429 ML Banking Advantage
Money account
429.00
9
Pennsylvania Department of Revenue - 2000 Income Tax Refund
198.00
Pittsburgh National Corporation Savings Account - PNC Advisors
cash account 1116-35-035-0660717
291. 32
Accrued interest on item 10 to date of death
218.02
11
2,693.121 shares T. Rowe Price - Equity Income Fund account
fl207005403 - 9
66,600.88
12
201,783.74 shares The Vanguard Group - PA Tax Exempt Money Market
201,783.74
13
u.s. Treasury - Income tax refund
1,427.00
14
Verizon - Commission/Refund
37.96
TOTAL (Also enter on line 5, Recapitulation) $ 289,239.88
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1509 EX + (1 -97)
SCHEDULE F
JOINTL V-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen N. Langjahr
SSIf 164-18-2277
01/29/2001
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
RELATIONSHIP TO DECEDENT
FILE NUMBER
A.
SURVIVING JOINT TENANT(S) NAME
Deborah L. Hockley
ADDRESS
495 \/oodcrest Dr. Daughter
Mechanicsburg, PA 17050-
B.
c.
JOINTLY-OWNED PROPERTY'
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF
account number 01 similar identifying number.
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A M&T Bank - checking account 5,139.85 50.00Y, 2,569.93
1/2676000074
TOTAL (Also enter on line 6, Recapitulation) $ 2,569.93
(If more space is needed insert additional sheets 01 the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1509 EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Helen N. Langjahr
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
FILE NUMBER
8811 164-18-2277
01/29/2001
DESCRIPTION
AMOUNT
FUNERAL EXPENSES,
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) Lee c. Swartz
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 111 North Front St.
City Harrisbur~ State PA Zip 17108-0889
23,500.00
Year(s) Commission Paid:
2.
3.
Attorney's Fees
Family Exemption;
Claimant
Street Address
City
Relationship of Claimant to Decedent
23,500.00
Tucker Arensberg & Swartz
(If decedent's address ;s not the same as claimant's, attach explanation)
Zip
State
4.
Probate Fees
Register of Wills
524.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
A Perfect Affair, Inc.
Funeral expense
322.24
129.16
75.00
248.04
150.00
275.00
1,824.14
$ 50,547.58
2 Citibank - payoff credit card
3 Cumberland Law Journal - Legal Advertisement
4 Harris T.V. & Appliance - Home Appliance repairs
5 Janice Atwood - 2000 Tax Preparation Fees
6
L.G. Connor Real Estate Appraisers, Ltd.
Appraisal fee
Total of Continuation 8chedu1e(s)
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV- 1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen N. Langjahr
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
FilE NUMBER
SSII 164-18-2277
01/29/2001
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Kathryn W. Fetrow, Treasurer - 2001 Real Estate Tax; Map No.
10-17-1033-084;495 Woodcrest Drive
AMOUNT
447.02
TOTAL (Also enter on line 10, Recapitulation) $ 447.02
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form softwilreonly CPSystems, Inc. Form REV-1512 EX (Rev. 1_97)
REV-1513 EX + (9-00)
SCHEDULE J
BENEFICIARIES
COMMONWEAL.TH OF PENNSYLVANIA
INHERITANCETP;X RETURN
RESIDENT DECEDENT
ESTATE OF
Helen N. Lang;ahr SS# 164-18-2277
01/29/2001
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
Amber Kirsten Hockley
495 Woodcrest Drive
Mechanicsburg, PA 17050-6854
1
2
Daniel Eric Hockley
495 Woodcrest Drive
Mechanicsburg, PA 17050-6854
3
Deborah L. Hockley
495 Woodcrest Drive
Mechanicsburg, PA 17050-6854
4
Evan Christopher Hockley
495 Woodcrest Drive
Mechanicsburg, PA 17050-6854
5
Matthew Charles Hockley
495 Woodcrest Drive
RELATIONSHIP TO DECEDENT
Do Not List Trustee{s}
Granddaughter
Grandson
Daughter
Grandson
Grandson
FILE NUMBER
AMOUNT OR SHARE
OF ESTATE
8% residue of
estate
8% residue of
estate
50'10 of res idue
8% residue of
estate
8% residue of
estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
0.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(It more space is needed, insert additional sheets of the same size)
CopyrIght (c) 2000 form software only The Lackner Group, Inc.
Form REV-1513 EX (Rev. 9-00)
Estate of: Helen N. Langjahr
Sac Sec #: 164-18-2277
Date of Death: 01/29/2001
Continuation of Schedule H-Bl
(Personal Representative's Commissions)
Item
11
Description
Amount
1
Tucker Arensberg & Swartz - Executor Fee
23,500.00
23,500.00
Estate of: Helen N. Langjahr
Soc See #: 164-18-2277
Date of Death: 01/29/2001
Continuation of Schedule H-B2
(Attorney's Fees)
Item
II
Description
Amount
1
Tucker Arensberg & Swartz - Attorney fees
23,500.00
23,500.00
Estate of: Helen N. Langjahr
Soe See iI: 164-18-2277
Date of Death: 01/29/2001
Continuation of Schedule H-B4
(Probate Fees)
Item
II
Description
Amount
1
Register of Wills - Probate fees
524.00
524.00
Estate of: Helen N. Langjahr
Sac Sec #: 164-18-2277
Date of Death: 01/29/2001
Item
#
Continuation of Schedule H-B7
(Other Administrative Costs)
Description
Amount
7
M&T Bank - check fees
14.74
8
PP&L Electric Utilities Corporation - Electric
300.22
9
Register of Wills
Two short certificates
6.00
10
Register of Wills
Five short certificates
15.00
11
State Farm Insurance Company - Homeowners Insurance Policy No.
38-30-3084-0
370.00
12
The Sentinel - Legal - Proof of Publication
90.59
13
Tucker Arensberg & Swartz - administrative expenses (reserve)
1,000.00
14
Verizon - Telephone
27.59
1,824.14
Estate of: Helen N. Langjahr
Sac Sec #: 164-18-2277
Date of Death: 01/29/2001
Item
#
Continuation of Schedule J, Part I
(Taxable Bequests)
Name and Address of Beneficiary
Relationship
Amount or
Share of Estate
Mechanicsburg, PA 17050-6854
6
Sabrina Angelique Hockley
495 Woodcrest Drive
Mechanicsburg, PA 17050-6854
Granddaughter
7
Steven C. Hockley
495 Woodcrest Drive
Mechanicsburg, PA 17050-6854
Son- in-Law
8% res idue of
estate
10% residue of
estate
~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Helen N. Langjahr
Date of Death:
January 29, 2001
Estate No.:
2001-00173
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:
I. Stat~ther administration of the estate is complete:
YesA 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. I is Yes, state the following:
a. Did the perso~resentative file a final account with the Court?
Yes 0 No~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the pe~. nal r resentative state an account informally to the parties in
interest? Ye/\ No 0
c. Copies of receipts, releases, joinders
accounts may be filed the Clerk of ill
attached to this report.
Date: ;<./</0,
.
oval offormal or informal
ans' Court and may be
0~)
C.:.,",~
Name
Tucker Arensberg, P.C.
P.O. Box 889
Address .
Harrlsburg, PA 17108-0889
(7l7) 234-4121
Telephone No.
Capacity: ..,J:} Personal Representative
~ Counsel for personal representative
J
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/01/2005
MORGAN JAMES G JR
111 N FRONT ST
POBOX 889
HARRISBURG, PA 17108-0889
RE: Estate of LANGJAHR HELEN N
File Number: 2001-00173
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
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 will become delinquent on: 1/29/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
vA