HomeMy WebLinkAbout01-1041
....
.
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of PAUL K. WILSON
a/so known as
Deceased
Social Security No. 182-22-5887
No. .:J/ -0 I - J 0'11
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executrix named in the last will of the above
decedent, dated December 6, 1996,and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at 940 Walnut Bottom Road, Carlisle, Pennsylvania. (~u...-fh (hidcle~ 7(.()[J.)
Decedent, then 73 years of age, died November 6, 2001, at Holy Spirit Hospital, Camp Hill,
Cumberland County, Pennsylvania.
Except as follows, decedent did not marry, was not divorced and did not have a child born or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent: [none]
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
situated as follows:
$ 5,000.00
$
$
$
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon.
~d..Jj.J:;~
Debra L. Fraker
---------------------------------------------------------------------
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SSe
COUNTY OF CUMBERLAND )
The p~titioner above-named swears or affirms that the statements in the foregoing petition are true
and con.ect to the besl of the knowledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administer the estate according to law.
Sworn to or affim'ted and subscribed
before me this 13th day of
November , 2001.
7Yk.v e,~
I t.,..~.P,.~ Register
~uM~if 0tdlv ~
Debra L. Fraker
If"[---~o - t~
...
.
No. 21-01-1041
Estate of PAUL K. WILSON, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, NOVEMBER 14
, 2001, in consideration of the petition on the
reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated December 6, 1996, and described therein be admitted to
probate and filed of record as the last will of Paul K. Wilson and Letters Testamentary are hereby granted
to Debra L. Fraker.
Will Book #
Page
~~.~ <--
RegIster of WIlls
TOTAL
$ 25.00
$ 18.00
$
$ 9. 00
5.00
$ 57.00
Stephen L. Bloom, Esquire
Sup. Ct. I.D. No. 49811
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
FEES
Probate, Letters, Etc.
Short Certificates( )
Renunciation
x-pages
JCP
Filed NOVEMBER 13,2001
C:\LAS\EST ATES\501 4-3pet.I
r~ ~If\-':::
~~~'. . . . formation here iven is correctly copied from an original certificate of death. dul~ filed with
I his IS to .cernfyTthhat t~e. mal 'fi twill gbe. forwarded to the State Vital Records Office for permanent filmg.
LDcal RegIstrar. e ongm certI Ica e
WARNING: It is illegal to duplicate this copy by photostat or photograph.
21-01-1041
me as
No.
2i:-~. ~~~~~
Local Registrar
Fee for this certificate, $2.00
p
7714435
NOV 8 2001
Date
Hl05.:43 FIe>I. 21117
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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SOCIAl. SECURITY NUMBER
3. 182 - 22
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DECEDENT'S USUAl. OCCUPRt()Iol
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OICEOENT'S MAILING AOOI'lESS (SIr.... CIIyITown. s.... z,p ~I DECEDENT'S
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l~rlisle, PA 17013
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FRHER'S NAME (F.sr. MOCIdIe. latll
1I.:Ro W. Wilson
INFONWIT'S NAME (T YI*I't.....
2Ila. Debra L. Fraker
METHOO OF OISPOs1TlOH
O ..... 0 c/__ ~ __Sl...o
Ooowlian 0lIwt (SpecIIyI
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. SlGHArUR& OF F
OATE OF DISPOSITION
(Manl/l. Day. -,
0211.. Nov'_ a. J~QO\
PERSON ACTING AS SUCH LICENSE NUI.A&a\
m.FD 012633 L
To... boll 01 my k~. .ath OCCU<fod at the hm.. ela'a """ plac:.lll1od.
(SigMIura 0I><l TiIIo)
MOTHER'S NAME iF.II. _. _ 5uf"amol
II. Florence M. Chamberlain
INFORMANT'S MAlUNG ADOAESS.t5l!.... Chlbm. _. ~ Cqpel .
.7100 W. Park .Kd. N.E., u=aar Rapl.ds, IA 52402
Pl.ACE OF OI$POSITION. N..... 01 c_.,.,. c,....atOlY LOCIO'ION . Cilylbm. Slate. r", CocM
Of Ol"*_
210.Fast Harrisburg Cem/Cran. 21,,~rrisburg, PA 17109
NAME AND ADORESS OF FACl\.JTY .
no.Ewing Brothers Funeral Hare, Carll.sle, PA 17013
LICENSE NUM8ER 010'( SIGNED
(M<d\. o.v. -I
no
T....E OF DEATH DATE PRONOUNCED DEAD (Monln. Day. Year)
24. II'. S'CAIII. 25. /)':~.....,lo"-... L, J..oa I
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TIME OF INJURY
INJURV 10' WORK? DESCRIBE HOW INJURY ClCCUAAEO.
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'I'fIONOUNCING AND CERTIFYINC .......SlCIAH (~ bOIr. "',,"ouocong ~NIh and C"""lM9 '0 cause 01 ""a""
To the beet of my ItftG"'led1A, ~.tt\occ~rred at 1he Urn_, ct.,., and plKe. and due to the cauI.(I) and m.n".,.. st.ted
'.~OIC.u. EXAMINERlCOflONER
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REGISTRAR'S SIC.NATU~M8ER
:1:1 _owe ~. ~ ~III~I , 10 I
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F:\FILESIDA T AFILE\WILLS\5014WIL
LAST WILL AND TESTAMENT
I, PAUL K. WILSON, of Upper Frankford Township, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that my earthly remains be cremated and buried in Westminster Cemetery, Carlisle,
Pennsylvania, beside those of my deceased son.
2.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be
paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
3.
I give the two pictures of my father to my grandson, JEREMIAH JACOB WILSON, provided
that, in my Executrix's sole discretion, she feels they will be appreciated by him. Otherwise, they
shall be given to my sister, ESTHER L. MYERS.
4.
I give my truck to my Trustee to hold in trust for my said grandson, JEREMIAH JACOB
WILSON, until he attains the age of eighteen (18) years, at which time she shall distribute said truck
to him in kind.
5.
I give and bequeath the balance of my personal effects and household contents to my said
grandson, JEREMIAH JACOB WILSON.
6.
I direct that my Executrix shall payoff all premiums on the existing policy of life insurance
9 \~ k.1 ·
P.K.W.
Page 1 of 4 Pages
on the said JEREMIAH JACOB WILSON owned or co-owned by me at my death.
7.
I give, devise and bequeath all the rest, residue and remainder of my estate, both real and
personal property, unto my Trustee, in trust, for the following purposes:
a. I direct that my Trustee shall hold, invest and reinvest the same, collect the income
arising therefrom, and after paying all expenses incident to the management of the trust, to use and
apply as much of the income and principal as may be necessary in the sole discretion of my Trustee
for the support, well-being and education of my said grandson, JEREMIAH JACOB WILSON.
b. I direct that my said grandson, JEREMIAH JACOB WILSON, shall have the right
of withdrawal of the principal and any accumulated income of said trust as he attains the age of
twenty-one (21) years.
c. To the extent that the same is permitted by law, none of the beneficiaries hereunder
shall have any power to dispose of or to charge by way of anticipation any interest given to such
beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts,
contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and
attachments and proceedings of whatsoever kind, at law or in equity.
8.
I nominate, constitute and appoint my said niece, DEBRA L. FRAKER, as Executrix of my
estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my
sister, ESTHER L. MYERS, to act in such capacity.
9.
I nominate, constitute and appoint the said DEBRA L. FRAKER as Trustee under the terms
of this Last Will and Testament. In the event she shall be unable or unwilling to serve in such
capacity, then I appoint my said sister, ESTHER L. MYERS, to act in such capacity.
10.
I direct that my personal representative and Trustee shall not be required to file a bond to
secure the faithful performance of her duties in any jurisdiction.
9 ~ """
P.K.W.
Page 2 of 4 Pages
11.
I authorize and empower my personal representative and Trustee, in her sole and absolute
discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose
of or grant options in regard to any or all property of any kind forming a part of my estate for such
terms and such prices as she may deem advisable; to borrow money for any purposes connected with
the protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any claims
or demands of my estate against others or of others against my estate; to make distribution in kind
and to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my personal representative and Trustee considers desirable and to pay
reasonable compensation for such services as may be rendered by such agents, attorneys and proxies;
and to execute and deliver such instruments as may be necessary to carry out any of these powers.
IN WITNESS WHEREOF I have hereunto set my hand and seal this f..o fIv day of
FJ~ ,1996.
~c#'&'1-<\ W~
Paul K. Wilson
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and
for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testator and of each other.
~~~~V~
~a~
,.. '
Page 3 of 4 Pages
COMMONWEAL TH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, Paul K. Wilson, Testator, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
~~~ r~
Paul K. Wilson
tA) ~ 1.1. ~?<I
.
G~
Notarial Seal
Co.rrine L. Myers, Notary Public
Carlisle !3oro, Cumberland County
My CommIssIon Expires May 27,1999
COMMONWEAL TH OF PENNSYL VANIA )
: SS.
COUNTY OF CUMBERLAND )
We, S+<ph'C-n j,.. t3J blTW, ~ .:Jecc ~fLJ1~ A. "b-a-/<.Lr)
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Paul K. Wilson, the Testator, sign
and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator
executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the
hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge
the Testator was at that time 18 or more years of age, of sound mind and under no constraint or
undue influence.
~~~
~
Address te/\ ~s+ 1-1; ~t. S+reC"-f~
L~i~f..(e. t/A 170/3
,
A~t:OdJ1;v1'~~
~ J711/3
Notarial Seal
Corrine L. Myers, Notary Public
Carlisle Bora, Cumberland County
My Commission Expires May 27, 1999
Page 4 of 4 Pages
".
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: PAUL K. WILSON
Date of Death: November 6,2001
File No. 21-01-1041
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 estate on November 28,
2001:
Name
Address
Jeremiah J. Wilson
501 Windy Hill Road, Lot 107, Shermans Dale, P A 17090
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
d-
Date: January 29, 2002
00
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I
Stephen L. Bloom, Esquire
2100 Longs Gap Road
Carlisle, P A 17013
(717) 249-7717
Capacity: Counsel for Personal Representative
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FORM 93 - O. C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
INRE: ESTATE
OF
}
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No. 21-2001-1041 of 2001
PAUL K WILSON
(Deceased)
CLAIM
To the Clerk of Orphans court Division:
Index and make proper entry in your official records of the claim of OMNJPM
FINANCIAL RECEIVABLE SERVICES for MBNA (Claimant), account #
4264297999232437, in the amount of $8,463.75 against the estate of the above named
decedent.
This claim is filed under Section 732 (b) (2) of the Fiduciaries Act of 1949 as amended.
The said decedent, who resided at 5 MATTHEW CT, CARLISLE, PA 17013-4364,
died on November 6,2001.
Written notice of this claim was,~iven to D,.t,1(i( Fra ~ r '11 b. () w lfl (t fJ J
(\ -II ^ -. () Ii n' -~ -1: Y1 5~ If O~
V()lL0( w'-'^1'\ 05 ,', (Personal representative. if any. or counsel).
December 4
, 2002
t~~ /imldd~
OMNIUM FlNANCIAL RECEIVABLE SERVICES
1941 SOUTH 42ND STREET SUITE 380-25
PO BOX 6618
OMAHA, NE 68105-0618
800-999- 3 778
(Claimant's Address)
CLIENT: MBNA-CREDIT CARDS BACKLOG
ACCOUNT: 77590226
~ ST~TUS: ACTIVE STATUS
CLI REF#: 4264297999232437
REASON: 42-CLAIM FILED
PACKET:
More. . .
~ :;~~~~~~~TION I
~~~:~~ ~~~~~~~~~NU L~~~ : RNGT.SH
~HU~~ TY~~: WRKPHN
PREFIX: RESP: PRMRSP
AREA CODE: n:l...-
ADDRESS TY~~: PRMHOM
STREET: 5 MATTHEW CT
FIRST NAME: PAUL
PREFIX: 249
MIDDLE NAME: K CITY: CARLISLE
NUMBER: 3511
LAST NAME: WILSON STATE: PA
EXTENSION: 00000000
EXTENDED: ZIP CODE: 17013 4364
ANSWER CODE:
SUFFIX: SSN: 182225887 COUNTRY: US M
AIL CODE: MVDNOA CALL CODE: CALL
I ~V~N~ W;; HL:: I I
y C ~TAT~5T~C~
CUKRE:~ ~~C : 8463.75000 uSTED
0000 ~~ST~~u BA~~c~: 8463.75000
PROMISED PAYMENTS: 0.00000 PRINCIPAL
0000 LOCAL LISTING BAL: 0.00000
ADuUSTMENTS
Ii
B~ANCE :
0.0
PAYMENTS:
0.0
More. . .
ACTIVITY:
S42 CLAIM FILED
4521 12/04/2002 08:10:00
L...-
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Paul K. Wilson
No. 21- 01-1041
also known as
Date of Death 11/06/2001
,Deceased Social Security No. 182-22-5887
Debra L. Fraker,
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.
Name of
Attorney:
Stephen L. Bloom, Esquire
Personal Representative
Signature: ~ r;/?, ~
Debra L. Fraker
I.D. No.:
49811
Signature:
Address:
2100 Longs Gap Road
Address:
7100 West Park Road, N.E.
Carlisle, PA 17013
Cedar Rapids, IA 52402
Telephone: 717/249- 7717
Telephone: 319/378-4462
Dated:
7/..3// ~:f0'
, ,
Description
Va:We
/"', .
(See continuation page(s) attached)
r\'.,J
(Attach additional sheets if necessary)
Total:
6,192.62
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)
\, /'7-aCJ -I'~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
STEPHEN L BLOOM ESQ
2100 LONGS GAP RD
CARLISLE PA ,17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-16-2002
WILSON
11-06-2001
21 01-1041
CUMBERLAND
101
*'
REY-1547 EX AFP COl-D2)
PAUL
K
Allount Rellitted
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 ~
REY=is4-j-ix-iFP--fol-:02i--Ncii"-ici--oF-'rtiliiifiTAN-cE-T-AX-A-PPRjrisiiiENT~--iLLoWANCE-(fR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILSON PAUL K FILE NO. 21 01-1041 ACN 101 DATE 09-16-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of abb returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedul. A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
6.192.62
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. N.t Value of Estate Subject to Tax
(9)
(10)
4,296.87
37.625.68
(11)
(12)
(13)
(14)
NOTE:
.00 X 00 =
. 00 X 045 =
.00 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
6,192.62
41.922 55
35,729.93-
.00
35,729.93-
(19)=
.00
.00
.00
.00
.00
TAX CREDITS:
. ~.. ._n . n____. . l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
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 PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV -1500 EX + (6-00)
CAPB
HpRL
EplO
CRAC
KOTK
ES
o
E
C
E
o
E
N
T
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wilson Paul K.
DATE OF DEATH (MM-DD-YEAR)
/
OFFICIAL USE ONLY
.,
FILE NUMBER
21-01-1041
NUMBER
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
182-22-5887
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o
3. date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
DATE OF BIRTH (MM-DD-YEAR)
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
Supplemental Return
Future Interest Compromise (date of death after 12-12-82)
Decedent Maintained a Living Trust
o
11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
(Attach copy of Will) (Attach copy of Trust)
o 9. Litigation Proceeds Received 010. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
Es uire
COMPLETE MAILING ADDRESS
P NAME
C
0 0 Ste hen L. Bloom,
R N FIRM NAME (If Applicable)
R 0
E E Ste hen L. Bloom,
S N
T TELEPHONE NUMBER
Es uire
2100 Longs Gap Road
Carlisle, PA 17013
249- 1
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (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)
None
None
None
OFFICIAL USE ONLY
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
None
6,192.62
None
None
4,296.87
37,625.68
(8) 6,192.62
(11) 41, 922 . 55
(12) (35,729.93)
(13)
(14) (35,729.93 )
(6)
C
o
M
T P
A ~
X A
T
I
o
N
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 (35,729.93)
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
x
X
X
X
.0 0
.0 45
.12
.15
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
0.00
0.00
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
CITY I STATE I ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
Total Credits ( A + B + C) (2)
0.00
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( 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 S + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
!:::;!mmm:i::~!t~~~i~!i~~~!~~;I~~~';~i~~t~!li~~::j~~~~~1~~!~ii!~yll~t~~II!~::~~m..I~,!I,~~m~~:g.:~~~~,~~~IIX~~,'~~~16~j~li:WW
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . ~ ~x~
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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 []]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ...... 0 []]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 []]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
0.00
0.00
0.00
0.00
0.00
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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
Debra L. Fraker, Executrix
_ _X~99_ _"!~~_~_~~_~~ _ ~_~~9-_'__~ ~ ~_'_ _ _ _ __ _ __ _ h _ __ - - _ --
Cedar Ra ids, IA 52402
Stephen L. Bloom, Esquire
_ _ _~~99_ }:9?J~~ _ 9_c:I:? _ ~_~~9-_ _ _ _ _ _ _ _ _ _ _ - - _ - - - - - - - - - - - --
Carlisle, PA 17013
DATE
~~/t'..:2---
DATE
;:::!'f::
;;j;;j;~L~/f.2~<;;;
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive 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.S%, 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 (c) 2000 form software only The Lackner Group, Inc. Form REV-1 SOD EX (Rev. 6-00)
REV -1508 EX . (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Paul K. Wilson
SCHEDULE E
CASH; BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SS1! 182-22-5887
11/06/2001
FILE NUMBER
21-01-1041
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
ManorCare, Cash in personal care account
VALUE AT DATE
OF DEATH
895.00
2
CornerStone, Savings Acct. #7597-01
150.42
3
CornerStone, Checking Acct. #7597-07
607.17
4
Cumberland County VA Benefit
100.00
5
Members 1st, Savings Acct. #50412-00
25.08
6
Members 1st, Checking Acct. #50412-11
2,799.90
7
Members 1st, Club Acct. #50412-02
40.05
8
1993 Skyline Mobile Home, Repossessed by secured lender, PNC, and
sold to third party for $1,500.00 (See attached printout receivec
from PNC confirming sale price).
1,500.00
9
Personal Property (Television)
75.00
TOTAL (Also enter on line 5, Recapitulation) $ 6,192.62
(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-1511 EX+(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Paul K. Wilson
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SS{f 182-22-5887
11/06/2001
FILE NUMBER
21-01-1041
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES:
Ewing Brothers Funeral Home
2,564.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees Stephen L. Bloom, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
1,500.00
4.
Probate Fees
Register of Wills
57.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Inheritance Tax Return/Inventory Filing Fee
20.00
2
The Cumberland Law Journal - Publication of Legal Notice
75.00
3
The Sentinel - Publication of Legal Notice
80.87
TOTAL (Also enter on line 9, Recapitulation) $ 4,296.87
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems,lnc. Form REV-1511 EX (Rev. 1-97)
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Paul K. Wilson
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSff 182-22-5887
11/06/2001
FILE NUMBER
21-01-1041
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
2001 School Taxes, Delinquent
AMOUNT
210.10
2
AllianceOne, Balance of collection of PNC Acct.
2,789.19
3
CornerStone, Visa Acct. #4457-4900-0002-3088
4,862.11
4
Department of Public Welfare, Claim for restitution of medical
assistance
14,206.09
5
PNC Bank, Consumer Loan #30-02-003009304211 (1993 Skyline Mobile
Home)
14,083.19
6
Thomas Rodas, Outstanding lot rent for mobile home
1,475.00
TOTAL (Also enter on line 10, Recapitulation) $ 37,625.68
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Paul K. Wilson ssg 182-22-5887
SCHEDULE J
BENEFICIAR IES
11/06/2001
FILE NUMBER
21-01-1041
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)( 1.2)]
1 Jeremiah J. Wilson
c/o Phillip R. Myers
122 East Old York Road
Carlisle, PA 17013
Nephew 100% Estate
Residue
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
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
>
@1
@
(0)
. FIFILESIDA T AFILEIWILLSI5014WIL
LAST WILL AND TESTAMENT
I, PAUL K. WILSON, of Upper Frankford Township, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this to be my
Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that my earthly remains be cremated and buried in Westminster Cemetery, Carlisle,
Pennsylvania, beside those of my deceased son.
2.
I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance
taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be
paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement
for any such tax so paid, even though on proceeds of insurance or other property not passing under
this Will.
3.
I give the two pictures of my father to my grandson, JEREMIAH JACOB WILSON, provided
that, in my Executrix's sole discretion, she feels they will be appreciated by him. Otherwise, they
shall be given to my sister, ESTHER L. MYERS.
4.
I give my truck to my Trustee to hold in trust for my said grandson, JEREMIAH JACOB
WILSON, until he attains the age of eighteen (18) years, at which time she shall distribute said truck
to him in kind.
5.
I give and bequeath the balance of my personal effects and household contents to my said
grandson, JEREMIAH JACOB WILSON.
6.
I direct that my Executrix shall payoff all premiums on the existing policy of life insurance
" ,~ k.? .
P.K.W.
Page 1 of 4 Pages
on the said JEREMIAH JACOB WILSON owned or co-owned by me at my death.
7.
I give, devise and bequeath all the rest, residue and remainder of my estate, both real and
personal property, unto my Trustee, in trust, for the following purposes:
a. I direct that my Trustee shall hold, invest and reinvest the same, collect the income
arising therefrom, and after paying all expenses incident to the management of the trust, to use and
apply as much of the income and principal as may be necessary in the sole discretion of my Trustee
for the support, well-being and education of my said grandson, JEREMIAH JACOB WILSON.
b. I direct that my said grandson, JEREMIAH JACOB WILSON, shall have the right
of withdrawal of the principal and any accumulated income of said trust as he attains the age of
twenty-one (21) years.
c. To the extent that the same is permitted by law, none of the beneficiaries hereunder
shall have any power to dispose of or to charge by way of anticipation any interest given to such
beneficiary; and all sums payable to such beneficiaries hereunder shall be free and clear of the debts,
contracts, alienations and anticipations of the beneficiaries, and all liabilities for levies and
attachments and proceedings of whatsoever kind, at law or in equity.
8.
I nominate, constitute and appoint my said niece, DEBRA L. FRAKER, as Executrix of my
estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my
sister, ESTHER L. MYERS, to act in such capacity.
9.
I nominate, constitute and appoint the said DEBRA L. FRAKER as Trustee under the terms
of this Last Will and Testament. In the event she shall be unable or unwilling to serve in such
capacity, then I appoint my said sister, ESTHER L. MYERS, to act in such capacity.
10.
I direct that my personal representative and Trustee shall not be required to file a bond to
secure the faithful performance of her duties in any jurisdiction.
p\.(~
P.K.W.
Page 2 of 4 Pages
11.
I authorize and empower my personal representative and Trustee, in her sole and absolute
discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose
of or grant options in regard to any or all property of any kind forming a part of my estate for such
terms and such prices as she may deem advisable; to borrow money for any purposes connected with
the protection and preservation of my estate; to mortgage or pledge any real or personal property
forming a part of my estate or to join in or secure the partition of same; to compromise any claims
or demands of my estate against others or of others against my estate; to make distribution in kind
and to cause any share to be composed of cash, property or undivided fractional shares in property
different in kind from any other share; to employ agents, attorneys and proxies and to delegate to
them such power as my personal representative and Trustee considers desirable and to pay
reasonable compensation for such services as may be rendered by such agents, attorneys and proxies;
and to execute and deliver such instruments as may be necessary to carry out any of these powers.
IN WITNESS WHEREOF I have hereunto set my hand and seal this Co #V day of
fJ~ ,1996.
~.p,.S1 .1'( W'~
Paul K. Wilson
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and
for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testator and of each other.
~~~
~a~
Page 3 of 4 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
I, Paul K. Wilson, Testator, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
~~~ r~
Paul K. Wilson
tAl ~ ,~ _?<I
.
/ (I, Sworn orAffirmed to and acknowledged before me by Paul K. Wilson, the Testator, this
lJ'~ day of AJ-<~ , 1996.
Notarial Seal Nol1taryV rip AU "'bli 'c"" ~J? \ ~ .~ A ^ II '
Corrine L. Myers, Notary Public ~u~ 11 ~
Carlisle Boro, Cumberland County
My Commission Expires May 27, 1999
COMMONWEAL TH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, S~ 'C-n h.. r3J 0 lTh1 ~ J ~C ~~( (n'e- A .- D ~.e)CQA )
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Paul K. Wilson, the Testator, sign
and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator
executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the
hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge
the Testator was at that time 18 or more years of age, of sound mind and under no constraint or
undue influence.
~~~
~
Address -re", ~.s-t- /-t "1t. :;;+~c-r
L <'^-rL ...{e. PA /70/3
,
A~~~
. J1d/3
Sworn or affirmed to and subscribed before me this ~fI'-
Notarial Seal
Corrine L. Myers, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires May 27,1999
day of Al.uR/f'l'l~/L" 1996.
('~7}1(f'~
Notary Public
Page 4 of 4 Pages
-'13 VAX 249820~
.01/21/02 MON 10. I'
\...IV) 1.111;:;.1. ~ "" .....a......... ..-
I~ ~~~~~~~:?n~~
Member founded - Service based
P.O. Box 1181, 5 East Gate Drive, Carliile, PA 1701
TelephonE (717) 249-1661 FAX (717) 249-B208
January 16,2002
Stephen L. Bloom
2100 Longs Gap Road
Carlisle, PA 17013
RE: Paul K. Wilso n
Dear Sir:
Account number 7597 was opened May 11,2000 in Mr. Wilson's name only. On May 15,
2000 Debra L. Fraker was added as the POA.
The following are date of death balances:
Account Type
Balance 10/1/01 >II
Interest Earned thro 11/6/0 1
D-O-D Balance
Savings /o(
Checking - ..n
$150.04
$606.25
$ .38
$ .92
$150.42
$607.17
Mr. Wilson also has an outstanding Visa balance, as ofthe closing datt~ of 11/6/01, of
$4,862.11. The Visa account number is 4457-49~OOO2-3088.
Please call jf I can be of further assistance.
*10/1/01 was the last dividend posting date.
There was no intervening activity.
cry' ~
c=~~:
Operations Representa::ive
,tEMBE~ :iAVINGS ACCOUNTS FEDERALLY INSURED TO $1 00,000 BY THE NATIONAL CREDIT UNION ADMINISTRAT~ n~r
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
REGULAR SAVINGS ACCOlTNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
50412 -00
03/01/1973
$25.00
$.08
$25.08
None
CHFCKING A('('OITNT'
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
50412 -11
12/31/1979
$2,799.55
$.35
$2,799.90
None
BOY .JD A Y CLlJB ACCOITNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
50412 -02
11105/1980
$40.04
$.01
$40.05
None
CREDIT UNION
December 12,2001
Estate of: PAUL K. WILSON
Date of Death: 11/06/2001
Social Security Number: 182-22-5887
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~1':l~~H "'HTI':lrl~:I.In>-l-l 1Il~:bT. ;::lllllll;::l-~;::l-..,nr
The Funeral Service for Paul K. Wilson, Sr.
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWINO IS AN ITEMIZED STATEMENT OF nm SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAt YOU SELECTED WHEN MAKINO TRB FUNERAL ARRANOBMBNTS.
1. PROFFSSIONAL SERVICES
StIl'Vices of Funetal DltcctorlStaft'
2. FACILITIES AND SERVICES
MemoriBl Servil:Cl
3. AUTOMOTIVE EQUIPMENT
o..t of town tranlpOnation
lI'UNERAL HOME SERVICE CHARGES
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED
AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE AnV ANCED CERTAIN PAYMENTS TO OTHBRS AS AN
ACCOMMODATION. THE FOLLOWING IS AN ACCOllNTINO FOR. THOSE CHARGES.
CASH ADVANCES
0peninJ Grave
Certified CopiClll oftbe Death Certificate
Coroncn Fee
Cremation Urn
TOTAL CASH ADVANCES AND SPECIAL CHARGES
Ewing Brothers Funeral Home
Slnee 1853
630 South Hanover Street
Carlisle, PA 17013.4103
(717)243-2421
Seymour A. Ewing, PO William M. Ewing. FD Steven A. Ewing, FD
July 29, 2002
Debra L. Fraker
7100 W. Park Rd. N.E.
Cedar Rapids, IA 52402-
SUB-TOTAL
INITIAL PAYMENT / DISC01JNT / CREDITS
TOTAL AMOUNT DUE
The stlll:ement is net lIJ\d payable in full on or before S_._ 6.~ee t.
$1250.00
$500.00
550.00
51800.00
SI800.to
$500.00
514.00
$25.00
$225.00
5764.00
$2564.00
$2564.00
STEPHEN L. BLOOM
ATTORNEY AND COUNSELLOR AT LAW
2100 Longs Gap Road
Carl is Ie, Pen n s y I van i a 1 701 3, Tel 717-249-7717
Federal EIN 25-1851818
Invoice submitted to:
Wilson, Paul K. Estate
c/o Debra L. Fraker, Executrix
7100 West Park Road, NE
Cedar Rapids, IA 52402
January 25. 2002
In Reference To: Estate Administration
Invoice #821
Professional Services
H rs/Rate Amount
11/8/01 SLB Preliminary preparations for administration; Conference with Executrix 0.14 25.28
175.00/hr
11/9/01 SLB Telephone conference with Executrix and advice; Draft memo to file 0.27 46.57
175.00/hr
11/8/01 PL Administrative Matters; Office conference with Executrix re probate 1.75 166.25
95.00/hr
11/9/01 PL Preparation of Petition for Probate, IRS Form SS-4 and 1.33 126.67
correspondence to IRS 95.00/hr
11/13/01 PL Appearance at Register of Wilts Office with Executrix to present 0.75 71.25
Petition for Probate 95.00/hr
11/19/01 PL Research priority distribution rules for insolvent estate; Administrative 2.00 190.00
and accounting matters 95.00/hr
11/26/01 PL Correspondence to Executrix; Administrative matters; Insolvency 1.83 174.17
matters 95.00/hr
11/28/01 PL Telephone conference with Ms. MeIser re Death Certificate for Death 2.08 197.92
Benefits claim for Jeremiah; Telephone conference with Executrix; 95.00fhr
Accounting information; Telephone conference with Social Security;
Correspondence with Social Security and Department of Public
Welfare; Research re unclaimed property at PA Treasury Department;
Prepare IRS Form W-9 for beneficiary; Draft required Notice of
PRACTICAL COUNSEL >I< CHRISTIAN PERSPECTIVE
Wilson, Paul K. Estate Page 2
Hrs/Rate Amount
Beneficial Interest and correspondence with beneficiary;
Correspondence with Executrix
11/29/01 PL Research re reimbursement of Executrix for out-of-pocket funeral 1.00 95.00
expenses; Administrative matters 95.00/hr
11/30/01 PL Review correspondence from IRS re Tax Identification Number; Update 2.25 213.75
Accounting and Administrative Information; Correspondence with 95.00/hr
banks; Correspondence with Executrix
12/7/01 PL Correspondence with Banks; Telephone conference with Ms. Eberts @ 5.25 498.75
Cornerstone re Short Certificate; Telephone conference with Ewing 95.00/hr
Brothers re Funeral Bill; Telephone conference with Manor Care re
personal care account balance; Telephone conference with Mr. Rodas
re past due lot rent; Telephone conference with PNC re mobile home
loan information; Correspondence with Executrix
12/10/01 PL Telephone conference with Manor Care re approval status of Medical 0.17 15.83
Assistance; Telephone conference with PNC re repossession of mobile 95.00/hr
home
12/11/01 SLB Conference with paralegal re estate administration matters 0.33 58.33
175.00/hr
PL Administrative Matters 0.33 31.67
95.00/hr
12/12/01 PL Telephone conference with Manorcare re payment status of personal 0.25 23.75
care account; Telephone conference with Executrix re Manorcare 95.00/hr
account and miscellaneous matters
1/8/02 PL Review correspondence from PNC Bank re mobile home loan; 0.33 35.00
Telephone conference with Ms. Crow at PNC Bank re overdue account 105.00/hr
for mobile home
1/10/02 PL Telephone conference with Cornerstone representatives re date of 0.25 26.25
death account balances and Visa account 105.00/hr
1/11/02 PL Telephone conference with M&T Bank representative re account status 0.25 26.25
105.00/hr
1/15/02 PL Review correspondence from Attorney Livaditis re claim for outstanding 0.08 8.75
trailer park rents 105.00/hr
1/21/02 SLB Review correspondence from Cornerstone 0.02 4.21
185.00/hr
1/25/02 PL Draft Certification of Notice to Beneficiary; Calculate debt vs. assets to 3.08 323.75
determine insolvency status; Draft letter of notice of insolvency to 105.00/hr
general creditors; Correspondence to client; Administrative matters
PRACTICAL COUNSEl. 01< CHRISTIAN PERSPE-:CTIVE
Wilson, Paul K. Estate
Subtotal of charges
* * * Preliminary FEE DISCOUNT granted in light of limited
cash available in insolvent estate * * *
For professional services rendered
Additional Charges:
11/13/01 Probate Fee - Register of Wills of Cumberland County
Publishing Fee - Legal Notice - Cumberland Law Journal
1/8102 Publishing Fee - Legal Notice - The Sentinel
Total costs
Total amount of this bill
Balance due
PAYABLE UPON RECEIPT - THANK YOU
PRACTIC/\L COUNSEL + CHRISTIAN PERSPECTIVE
Page
3
Hours Amount
$2,359.40
($859.40)
23.74 $1,500.00
57.00
75.00
80.87
$212.87
$1,712.87
$1,712.87
FROM
:TAXCOLLECTOR SHIRLEY ARMOLD FAX NO. :7177766879
CUMBERLAND COUNTY' TAX CLAIM
ONE COURTHOUSE SQUARE
CARLISLE PA 17013
BUREAU
Jul. 25 2002 02:20PM Pi
='
Printed: 4/19/02 C TAX CLAIM RECEIPT
11:28:27
PHONE 717 240-6366
FAX 717 240-6354
Control Number: 43-000868
Receipt No.:
Receipt Date:
Page:
--
Property Description:
......
PAUL K \.
VI EW TERRACE }
17241
25272
4/~9/2002
1
MOUNTAIN VIEW TERRACE M H P
LOT 34 ,
M9bi1e Home - No Land
S1tus Information:
34 MOUNTAIN VIEW TERRACE
~
--",,--"- -
Map No: 43-05-0417-024C
TR03076
UPPER FRANKFORD TOWNSHIP
Tax
Year Description
Costs
Total
Penalty &
Interest
Face
2001 ~~bG c::~RmG..
2001 T"S-
169.35
20.75
20.00
Received For Year Of 2001
190.10
20.00
$210.10
Tendered >
Received By >
Paid By >
Remarks >
Total Received
$210.10
CASH
JK
ARMOLD, SHERI
Balance Due As Of
Claim Balance:
Receipt Number: 25272
Total Received:
4/19/2002
.00
'I~
\
\
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\~,\
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.,'
,
$2~O.~O
FROM 7177766879
TO Lori A. Sullivan
7/25/02 2:08 PM Page 1
ALLIANCE ONE
Collect Screen (B,l,l) - GCK - #pts/trd
Account:13124133 Window:
Disp:3600 CEASE COMMUNICATION
Name:WILSON PAUL K
Rp:
Adr:MOUNTAIN VIEW
Adr:
Cty:NEWVILLE
~ Zip:17241
Clt:7371 PNC BANK II
Lst:04/1B/02 Srv:03/30/95
- /DEF/
2HECK MESSAGES
TERRACI
I
I
I
Poe:CARLISLE
Adr:
Cty:
St:
Zip:
03 PITTSBU
Ltrs:1 Time:32
Wait:05/06/2002
Ssn:1B2225BB7 Cbr: Ph:717-776-5422
Ssn: Rp Ph:
RIBBON MILLI Lgl: Poe Ph:
I Freq: Pay: 0.00
I Cane: Born:09/26/192B
I Cof: Sal:
00000000B000194033 Org:
Calls:5 ...
27B9.19
Bal: 2789.1S
Int: 0.00
Mult Accts:
Last:BLOOM First:STEPHEN L Ph:717-249-7717
Adr:2100 LONGS GAP RD I
Adr: I
Cty:CARLISLE I
St:PA Zip:17013 I Firm:
JRU 05/06/02 2:19P 3600 RL FR ATTY - REPRESENTS ESTATE OF Z
JRU 05/06/02 2:20P Z DECEASED 11/6/01 - ATTY REQUESTS CURRENT STATUS OF ACCT
JRU 05/06/02 2:20P SO EXECUTRIX CAN DETERME ASSETS AND LIABILITIES OF Z - NO
JRU 05/06/02 2:20P LIQUID ASSETS IN ESTATE AVAIL FOR PMT OF DEBT - ORIG TO
JRU 05/06/02 2:20P FILE - COPY OTO GCK
ASB - 0 LPY 07/1B/2001 CR,CO,DA,RE,SSI1,SSI2,SSI5,SMT,
SCHEDULE I
01/21.102
MO~ 15:13 FAX 2498208
Cornerstone FC
l@OOl v
I~ ~??r~~~~T9n~~
Member founded - Service based
P.O. Box 1181, 5 East Gate Drive, Carliile, PA 1701
Telephon€ (717) 249-1661 FAX (717) 249-8208
January 16,2002
Stephen L. Bloom
2100 Longs Gap Road
Carlisle, PA 17013
RE: Paul K. Wilso n
Dear Sir:
Account number 7597 was opened May 11, 2000 in Mr. Wilson's name only. On May 15,
2000 Debra L. Fraker was added as the POA.
The following are date of death balances:
Account Type
Balance 1 O/l/OJ ""
Interest Earned thru 11/6/0 A
D-O-D Balance
Savings
Checking
$150.04
$606.25
$ .38
$ .92
$150.42
$607.17
Mr. Wilson also has an outstanding Visa balance, as of the closing dab~ of 11/6101, of
$4,862.11. The Visa account number is 4457-4900-0002-3088.
Please call jf I can be of further assistance.
*10/1/01 was the last dividend posting date.
There was no intervening activity.
cry'
CM~~.~
Operations Representadve
i\EMBE~ SAVINGS ACCOUNTS FEDERALLY INSURED TO $1 00,000 BY THE NATIONAL CREDIT UNION ADMINISTRAT! nJll.I
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG. PA 17105-8486
December 12, 2001
STEPHEN L BLOOM
LORI A SULLIVAN LEGAL ASSISTANT
2100 LONGS GAP RD
CARLISLE PA 17013
Re: PAUL WILSON
CIS #: 720125976
SSN: 182-22-5887
Date of Death: 11/06/2001
Dear Ms. Sullivan:
Please be advised that the Department of Public Welfare maintains a
claim in the amount of $14,206.09 against the above-mentioned estate. This
claim is for restitution of medical assistance granted on behalf of the
decedent for which the Probate Estate is now responsible to reimburse the
Department according to Act 49, 62 P.S. 1412, effective August 15, 1994, as
amended by Act 20-95, effective June 30, 1995. Enclosed is the Department's
itemized statement of claim.
A portion of this medical expense, namely $.00, was incurred during the
last six months of the decedent's life; therefo~it is a Class 3 claim
pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries Code, 20
Pa. C.S.A. 3392(3). The balance of the claim, namely $14,206.09, is to be
entered as a priority Class 6 claim against the estate.
Please acknowledge receipt of this letter and advise whether the
Commonwealth's claim is admitted and when payment may be expected. If the
estate accounting is complete, please provide a copy. If the estate contains
real estate, please provide copies of the deed, the latest tax assessment,
and a current appraisal, if available.
Sincerely,
tbu/;.2',d!J;W.J
Carol J. Zellers
TPL Program Investigator
717-772-6266
717-772-6553 FAX
Enclosure
~ PNCBAN<
December 27,2001
Attorney Stephen L. Bloom
Attention: Lori A. Sullivan
2100 Longs Gap Road
Carlisle, P A 17013
RE: Estate of Paul K. \Vilson
Consumer Loan: 30-02-003009304211
Dear Attorney Bloom:
Per your request this letter is to advise you of the following information on the above-mentioned
account. This account is a Used Mobile Home Loan in the name of Paul K. Wilson and was opened
on June 3, 1993. The amount due on Mr. Wilson's date of death, November 6, 2001 was $14,083.19.
The current balance is $14,252.51 with a perdiem of $4.12. There is no credit life insurance on this
loan.
If I can be of any other assistance, or if you need more information, please feel free to contact me
at 1-800-878-0027, extension 2-6774, Monday through Friday 8:00 A.M. to 4:15 P.M. EST.
~p
Senior Credit Counselor
PNC Bank, NA
A member of The PNC Financial Services Group
(jilt' PNC Plaz:l 24<1 Fifth Avemw Pittsburgh Pennsylvania 1 !i222 2707
Law Offices of
Dorothy Livaditis
Attorneys At Law
32 South Beaver Street
York, Pennsylvania 17401
Telep.hone: (71 7) 846-4818
Teltfax: (717) 854-2256
DorotJry Livaditis
Michelle Pokrif/ca
January 10, 2002
Branch Office:
1939 Security Drive
York, PennSJ!lvania 17402
Telephone: (717)741-4997
Stephen Bloom, Esquire
2100 Longs Gap Road
Carlisle, PA 17013
Re: Paul Wilson
Dear Attorney Bloom:
Please be advised that our office represents Mr. Thomas Rodas, the owner of
the trailer park located in Newville, Pennsylvania, in which Mr. Wilson resided. My
client has advised me that Mr. Wilson recently passed away and that you are now
representing his Estate.
My client has contacted me concerning outstanding amounts due and owing to
him by Mr. Wilson for rental of space at the trailer park More specifically, Mr. Rodas
informs me that the outstanding balance due from Mr. Wilson is One Thousand Four
Hundred Seventy-Five and 00/100 ($1,475.00) Dollars. Kindly consider this letter as
notice to the Estate of Mr. Wilson of Mr. Rodas' claim for $1 ,475.00.
I would appreciate an early response from you rega .
is matter.
DL:n
pc: Mr. Thomas Rodas
nly/rodas.ltr
,1
f1~:" f".,' ' \_.. \-
\ ( j M~ 1 'l 2002 L)
SCHEDULE I
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
N f D d t Wilson, Paul K.
ame 0 ece en :
Date of Death: 11/06/2001
Estate No.: 2001-01041
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 0 No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: Unknown -insolvent, no communication from PRep.
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
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 0 No D
D t March 4, 2005
a e:
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attachod to th;s report. ~
--Signature
Stephen L. Bloom
Name
2100 Longs Gap Road
Carlisle, PA 17013
Address
717-249-7717
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/10/2005
BLOOM STEPHEN L
2100 LONGS GAP RD
CARLISLE, PA 17013
RE: Estate of WILSON PAUL K
File Number: 2001-01041
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 is due by: 11/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~h~J~
GLENDA FARt~ER STR~SBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ----W 'il ~o('\ { 9~1 k.
Date of Death: ~ ;;LOo I
Estate No.: ~OO I - 0 I 04- t
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 0 No ~
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: I )^k:r.oLo.)r'\ - ~solv~--r. ~o Co""'I""'-,,~cc..+'OI"'\
- ~"'"' P~o1\.C"-l t<epn::...s~-t:CA.-rl>Ie
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 0 No 0
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 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report A ~ J /~."//'
~ate: lofi1>Jos- ~:../ ~
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Name
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Address
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7 1/- ;24-q - 7717
Telephone No.
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In Re: Estate of
WILSON PAUL K
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2001-01041
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: FRAKER DEBRA L
Counsel for Personal Representative: BLOOM STEPHEN L
Date of Decedent's Death: 11/6/2001
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to detemline
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
~~~
Date:
12/6/2006
Glene" H
Clerk
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
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U.S. Postal Servicen.
CERTIFIED MAILM RECEIPT
(Domestic Mail Only; No Insurance Coverage Provided)
Certified Fee
01-\
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rn
CJ
CJ Return Receipt Fee
CJ (Endorsement Required)
CJ Restricted Delivery Fee
IT' (Endorsement Required)
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Postmark
Here
\ L\ ~bl.P
Total Postaoe & Fees S;
d BLOOM STEPHEN L
CJ 2100 LONGS GAP RD
r-
CARLISLE PA 17013
In Re: Estate of
WILSON PAUL K
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 2001-01041
NOTICE OF FAILURE TO FILE STATUS REPORT
Personal Representative: FRAKER DEBRA L
Counsel for Personal Representative: BLOOM STEPHEN L
Date of Decedent's Death: 11/6/2001
The Orphans' Court record indicates that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, is hereby given by that the you have ten (10) day to file the Status Report.
If the required 6.12 form is not filed in accordance with Rule 6.12 the Court will be notified of
such delinquency and the undersigned will requests that a Court conduct a hearing to detennine
whether sanctions should be imposed upon the delinquent personal representative or counsel for
the delinquent personal representative.
~ ~wJ ~/.t//a/
Date:
12/612006
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Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
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FRAKER DEBRA L
7100 WEST PARK ROAD
CEDAR RAPIDS IA 52402
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SENDER: COMPLETE THIS SECTION
COMPLETE THIS SECTION ON DELIVERY
. Complete items 1, 2, and 3. Also complete
item 4 if Restricted Delivery is desired.
. Print your name and address on the reverse
so that we can return the card to you.
. Attach this card to the back of the mail piece,
or on the front if space permits.
1. Article Addressed to:
BLOOM STEPHEN L
2100 LONGS GAP RD
CARLISLE PA 17013
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3. Service"fypEl
tz9Certified Mail 0 ~ Mail
o Registered 0 Return Receipt for Merchandise
o Insured Mail 0 C.O.D.
4. Restricted Delivery? (Extra Fee)
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2. Article Number
(Transfer from service ~
PS Form 3811. February 2004
7005 0390 0003 2638 8367
Domestic Return Receipt
UNITED STATE\fBWkrs~~l~JRG PA l..tlllll
(1/ DEC.2J.:.106 P(Vl s;;
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· Sender: Please print your name, address, and ZIP+4 in this box ·
---.......
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Glenda Farner Straslxugh
He~nster of VI/ills and Clerk of Orphans' Court
County of Cumberland
One Courthouse Square
CarlIsle, P A 17013
i 78SC;+04S5-SS
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF f...UM. ~2'2.LAND
COUNTY, PENNSYL VANIA
Name of Decedent:
WU.SON. fJAlJL K.
.
Date of Death: l \ I b ! :.lOO \
File Number: 200 I - 0 I 04- I
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: . . . . . . . . . . . . . . . . . . .. ~ Yes 0 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? . . . . . .. 0 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
. J:". 11 th rt' . . t t') L.-:f('\so\\I&lJV~-) 0
mlorma y to e pa les m meres. ............ .;............... . Yes
~No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this r ort.
Date
/2/7/0 t
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Capacity: 0 Personal Representative IJ( Counsel
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Name of Pers FIlmg thIS Form
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L?-(L-~L::, PA {7013
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