HomeMy WebLinkAbout03-03-14 e '�
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In the Matter of the Estate . IN THE COURT OF COMMON PLEAS
of Stella M. Hale : OF CUMBERLAND COUNTY,PA
Deceased : Orphans' Court Division
. No. ��-/�- /�/
Petition for Settlement of Small Estate
TO THE HONORABLE,THE JUDGE OF SAID C�URT:
, The petition of the undersigned respectfully represents:
(1) The name,address and relationship of your petitioner to the above decedent:
Name: Robert L. Welker(a/k/a Lany R. Welker)
`Address: 5 Clendenin Circle,Enola,Pennsylvania 17025
Relationship: Son-in-law,and Executor named in Last Will&Testament
(2) The decedent died June 10, 2013,a resident of Messiah Village, 100 Mt.A11en
Drive,Mechanicsburg, Cumberland�ounty,Pennsylvania;
(3)� S�id decedent died Testate,leaving a wil�, a copy of which is hereto atta.ched, in
which the personal representative named therein is Larry R. Walker.
(4) The names,relationships and interests of all parties beneficially interested in the
estate are:
�
�
.� �;
(A) $1,000.00 to Alan Kauffman,grandson � �
�,� � �
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(B) $1,000.00 to David Kauffman,grandson '���� �� s� '
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(C) $1,000.00 to Mary Taugenbaugh, granddaughter ���.�`' � �;�
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(D) $1,000.00 to Robert Welker, III,grandson � �'
(E) $1,000.00 to Thomas Welker, grandson
(F) $1,000.00 to Robert Hale,grandson
, .
� ' ' anddau ter
(G) $�;000.00 to Br�ttema;Hale,gx gh . _ .
� : (I� � $1;,000.00 to The Christian Missionary Alliance Church
(I) '�'he remainder of the esta.te to be divided equally among Elsie Kauffman,Allean
\ �
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,
Welker and Larry IIale,children.
(5) The following person is entitled to,and claims,the family exemption of$3,500.00
by virtue of being a member of the same household as the decedent:
Name: N/A
Relationship:
(6) Said decedent died owning property(exclusive of real esta.te and of wages,salary,
pension or vacation benefits)of a gross value not exceeding$25,000.00,which is itemized as
follows:
Item Am,�aunt
l PNC Checking Account: $3,575.90
PNC Savings Account: $4,379.62
Tota1 $ 7,955.52
� ,� (7) An itemized statement of all claims against the esta.te is as follows:
a.� (a) Claims heretofore pa.id by The Wiley Group,P.C. to the following:
- Claimant Nature Amount
Orphans Court Filing Fee $68.00
Register of Wills Filing Fee $15.00
Tota.l $ 83.00
(b) Claims remaining unpaid:
Claimant Nature Amount \
Messiah Lifeways: Nursing Home $ 2,271.36
Cocklin Funeral Home Funeral Expense $ 823.82
Sta.te Employee Retirement Refund $ 593.88
The Wiley Group: Attorney Fee: $2,500.00
Tota.l $ 6,189.06
a . � e
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(8) The Petitioner will cause to be paid all Pennsylvania inheritance taxes due on all
property to be awazded.
(9) All parties beneficially interested in the estate other than the petitioner have
a. Signed the joinder in this petition which is attached hereto.
WHEREFORE,your petitioner prays that the above property of the decedent be
distributed under Section 3102 of the P-E-F Code as follows:
(a� an aceount of the family exemption:
Name: Amount:
N/A
: (b) In reimbursement of claims against the esta.te heretofore paid:
Name: Amount:
. The VViley Group Filing Fee-tax return $15.00
The Wiley Group Filing Fee-Petition $68.00
Total $ 83.00
(c) For payment of claims against the esta.te remaining unpaid:
Name: Amount:
Messiah Lifeways: Nursing Home $2,271.36
Cocklin Funeral Home Funeral Expense $ 823.82
State Employee Retirement Refund $ 593.88
The Wiley C�roup Attorney Fee: $2,500.00
Department of Revenue PA Inheritance Tax $75.76
Tota1 $ 6,264.82
, , ' �
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(d). In distribution in accordance with the interests in the estate:
Name: Amount:
a. Alan Kauffrnan: $ 211.3 3
b. David Kauffman: $211.3 3
c. Mary Taugenbaugh: $211.33
d. Robert Welker,III: $211.33
e. Thomas Welker: $211.33
f. Robert Ha1e: $211.33
g. Brittenia Ha1e: $211.33
h. Ch�sti�n Missi��ary Ali�ance Church $211.33
Tota1: $ 1690.64
�ly�,, �✓��..
� J �Wiley,Attomey for Petitioner Robert L. Welker,Petitioner
. °�
VERIFICATION
This ���da of Se tember 2013 the fore oin etitioner hereb verifies sub'ect to
Y P � � g gP Y � J
the penalties of 18 Pa.C.S. 4904(relating to unsworn falsification to authorities),that the facts set
forth in the foregoing petition which are within his knowledge are true,and as to the facts based
on information received, after diligent inquiry,he believes them to be true.
1,� ����
Petitioner_.
JOINDER
We,the undersigned,being all the parties,other than the petitioner,beneficially interested
i in the..esta.te of the foregoing decedent,do hereby certify that we have read e f going petition
and j�' the pra.yer thereof.
� Alan:� a n David Ka
�
Mary enb 'r g�y�ve�-u�N Rob Welker,
��
Thomas Welker R ert Hale .
r'�
rittenia Ha1e
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� MESSIAH F���,��_,::
_ _ . � � .
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lOG Ni�l�_F,LLEN DRIVE.MECHANICSBURG. PA t7Q5`, ; R�SIDENT # UNIT STti�T_�ATE �
� 6051(} 271 B 07i31i'�1►13 _�
RESIDEUT�S) ___�
�;LSIE 1S.AUFFM�11�' Mrs. STElLL.4 M. HAL�, I
1528 B�LT1��70RE ROAD �
�
]�Sa.1LSBU��t�, PA 17019 TOTAL AfV10Uf�T DUE b2,271.36 ---�
--- ----,
DATc_ �UE ' tl;��'31�2013
— --�-- -- - ---..—.
�
DATE DESCRIPTION RATE Days/ CHARGES CREDITS BALANCE
Units
Balance Forward 2,296.3�
"�� Nursin� Care *Xx
04/Ob/2013 OTHER MEDICAL EXPENSE CRED]T (PVT -25.00 1.00 25:OU 2,271.36
RESIDENT# CURRENT OVER 30 OVER 60 OVER 90 OVER 120 TOTAL AMOUNT DUE
60510 0.00 2,271.36 0.00 0.00 0.00 52,271.36
'ESIDENT NAME Ml'S. STELLA M. HALE MA"'P�'
ease m�ke check payable to Messiah Lifeways at Messzah��i�age.
1% finance charge may be assessed on accounts for which payment has not been received by the due date. Thank you!
If you have any quesrions or concerns$bout your bill,please address them directly to Fiscal Services at 790-8220. Thank You!
.
Cocktin Funeral Home, tnc. Acct: Contract # �75
MEMOR�4ND�IVI C�F SERVI�E
SE�?VICES OF: Stella M. Hale DATE: G/14/2013
i
� Gr eat '�iVestern ��7.?;ti.(IUI
! Met �ife ��:.�6� ag�
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$(8,798.08}
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� (A) Services: �
�
Tradit�on�i Service Fackaye �; q;,; �p �
Heirlac�m Pewter-Crepe �2_7hi.0(} �
Wilbert Monarch ��,�,����
i Dress $?7�.00
j Yotai (A) $8,105.00
�
�
{B) Cash Advance ltems:
� F fowers
�220.48
C;ertified Copies $6U_00
�:lergy Honorarium $l 00.00
�.�pening and Closiny Grave $845.00
�tewspaper Notice-Harrisburg �2qg_g2
I?��wspaper�lotice-Banr�er � $35.40
C utting Date on Stone $2U0.00
Cemetery Equipmenf $200.00
Organist Honorarium $45.00
Music Honorarium $45.00
Tota I (B) $2,049.30
(D) Payments/Adjustments
Preneec+Adj:�stment/Allowar�ce ($532.40}
Total (D) ($532.40)
�ataE �mount �g,62i.90
Less Amount Paid (�8,798.08)
n.... Q S2 7'� S2 7
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CC�nTMO��z�;ALTA OF FF�TtiSI�LV,��L.� �
- ST.4TE ENIPLOYE�S' RETIRE�'vIE�TT S'i'STEn�1 SE
� ` N aRRISBt?�G REGIO�:�L CU1�ISELI;�G C�E:�`TER
;��;C)R71�T�.i�D S'TR c.: '. R OU\-1 ;19 ��
NAhF�_ISBl_'1ZG. F'.-�: l?1 t1I
I��EL..EYHO�'�._(?]i`)%�i;-9(a6S
F.1X: (�i7)7S;-y>9y
�i�O(.i..�=REF: i-SOf?-t";-��1h1
t�.�t��s.c;�rti.st�lie.��:: u�:
-'�LUtiSY ��'. �U.i_�
Es�taYe of Si�l}a Hale �nvoice# �88�3
C'O Allean ���cll;er
5 ClenclenlT� C�ir
Enc�1a P.'� i�ll".'�
RE_ StelIa.Hale
SS#: h�h'-��-9659
Dear;��lr_�h%el}:er:
We�ave been informed of tbe death of Stella Ha1e, a retired member of thas System. We wisb to
ext��d our c�ndolences to �tou at this tirne.
Since Ms. Nale died 6/l 011 3 and the June & July checks were no#returned to our o�ce,tbis
acc�unt has been overpaid in the amount of$593.88 for the period�-om 6/1 l!]3 —7/30/I3. It
wi�l�iherefore be necessary for our office to be rei_mbursed for$593.88 to Iiquidate this
ov��ayment.
"Ifie reimbursement should be n�ade payable to The State Employees' Retirement System,and
mailed with the enclosed copy of this Ietter to the address shown above.
If�Tou have not already done so,we will need a certified copy or an original death certificate
for�ur f le. If you cannot perrnanently spare tbe originals,please submit them with a note to ask
us to return tbem. We will �etum tbe originals to you within 5 working days.
Upon receipt of the reimbursement,this account will be closed. There are no further benefits to
be paid from this System_
Should you have any questions conceming this matter,please do not besitate to contact me at the
above address or by telephone at(717)783-9465 or 1-800-633-5461.
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Thank you for your cooperation. �:", � Q L (J""
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Sincerel • ��
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F,/�":'� v V, 'J `
Linda Dolan; Administrative Assistant � �
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Hamsburg Re�onal Counseling Center �J
Enclosure �� �� � �� •
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pennSyl�a���
DErAnTMEtVT 0� PUBL:C iVE?F;1E;�
.l;�nuarv 30, z014
THE WILEY GROUP
JAN M WILEY ESQUIRE
3 N BALTIMORE ST
DILLSBURG PA 17019
�Ze: Steila N�i�:
�IS �: E7C194186
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Dat�e of �e,�th: o�/lr,/?r�t3
�3ear Attc�rney:
This letter is to advis� ;ou t�;at �scc�rcii:�y ta the inf�rm�tion you provided to our
office ��egarding the assets ��f rh� a�c�ve-referencec; estate, the Department of P�blic Welfare
: wi�l ac�ept the �alance, n�mely $71,��3.�� :ernair�ing in the P�tate for payme�t of our
�::istin�g claim.
�lease have �he checK ;��a�ie F�a�EaUie :e �he G�p�rtment�f Public WelfarE and
farvva��►�d to ��y atten�io:� at t:�� ari�iress �i�t�d bel�vv.
�'GUr ��oper•at��n ir rP��r�;��in� t;�is r�n�tt�r is a��rec�ated.
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- LOCAL RECISTRAF�'S CERTIFICATION QF DEATH .
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lAt'ARMING:`.It is illegal to dupli�at�>#hi� copy;by {�hO�t�stat or photogr�ph.;;
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Fee>for this ce�afic��, $b�� ///N�///Hi�y��
�,,,,,����P,,� This is to,;cert�fy �hat the �nformation here given is
,��''��,p� � Fy;y: c��ectly c,�pi�d from at�onginal Certificate of Death
_ �' :=� �- ` _:_`r�,= duly �iled �?vith r�e as<Lc�cal:Registrar. The original
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- - � ;� =,_'� certi�'icate vvi11 b�'forv�arded to the State Vital
�°- �- a Records Office for permanent filing.
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Certification Number �E��,��;,n��'
al Regi Date Issued
� Ty�M�t In - OOMMONW�A�TM OR rlNNiwVANfA.�trARTMtNT Of MfA�TN•V1TAL RLOO1�Di � .
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�r��.t �t.I� �Y�.� �'P�.��trrC.ertt
OF
STELLA M. HALE
BE IT RF.MF.MR�ED, that I, STELLA M. HALE, of 103 Biq Dam
Road, Dillsburg, York County, Pennsylvania, being of sound
mind, memory and understanding, do make, publish and declare
this as and for my Last Will and Testament, hereby revokinq
and making null and void any and all wills and Testaments and
writings in the nature thereof by me at any time heretofore
made.
ITEM 1: I direct that all my just debts and funeral
expenses be paid as soon after my demise as may be
con�enient.
ITEM 2: I give the sum of One Thousand Dollars
($1,000.00) to each of MY GRANDCHILDREN, who survive me.
_ITL+ ?• r n;�, l�o , r� `^t' "sa7:'i ✓7���'urs
..:_�t _ � 7� e � s.z. �f Cr.e ���c..
($1,000.00) to THE CHRISTIAN MISSIONARY ALLIANCE CHIIRCIi, of
Dillsburg, Pennsylvania.
ITEM 4: I qive unto my daughter, ELSIE M. KAIIFFMAN,
the first right of refusal to purchase my home situate at 103
Big Dam Road, Dillsburg, Pennsylvania for the sum of One
Hundred Fifty Thousand Dollars ($150,000.00) , provided she
does so within ninety (90) days from the date of my death.
ITEM 5: Al1 the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate, whether
it be real, personal or mixed, including property over which
I have a power of appoint�nent, I give, devise and bequeath
unto my three children, ELSIE M. RAUFFMAN, ALLEAN L. WELRER
and LARRY L. IiALE, in equal shares, per stirpes.
WI TN ES S:
(SEAL)
_ � STELLA M. HALE
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ITEM 6: I direct my hereinafter named Executor to pay
aIl inheritance, estate, succession and legacy taxes of
E
whatsoever nature and" kind, to which my estate or the
�
E transfer of any property passing hereunder or otherwise
� passing by reason of my demise, may be subject and to char e
! 9
i
fsuch taxes against my residuary estate, it being my intention
�
� that none of the aforesaid taxes, either federal or state, on
}
� any property required to be included in my gross estate,
` under the provisions of any state or federal law now in force
!
f or �a+ereafter enacted, shall be prorated among the persons
1
; interested in my estate to whom such property is or may be
E
� transferred or to whom any benefit accrues.
� ITEM 7: I appoint my son-in-Iaw, LARRY R. WELRER, as , �_. �
� Executor of this my Last Will and Testament. ,
F
{ Fmg� �?• T y.71T-°C+- `?�� �,�: �x�c;. r ' - '
� - �• � 2 ��C :�i:1�� 2't1�L LC i^�".,��UiI C� ..
to give bond for the faithful performance of their duties in
any jurisdiction. •
IN WITNESS W�iEREOF, I have hereunto set my hand and seal �
this � day of }�[�pus� , 2000.
TNESS: ,
�''t - tr-� SFAT.�
� -
� + STELLA M. HALE
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� COMMONWEALTH OF PENNSYLVANIA .
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CODNTY OF YORR .
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We, STELLA M. HALE, JAN M. WILEY, ESQUIRE and
MICHELE A. RENEKER, the Testatrix and the witnesses
�
� respectively, whose names are signed to the attached or
t
� foregoing instrument, being first duly sworn, do hereby
� declare to the undersigned authority that the Testatrix
� signed and executed the instrvment as her Last Will and
�
� Testament and that she had signed willingly (or willingly
� di�rected another to sign for her) , and that she executed
� it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the
� presence and hearing of the Testatrix, signed this Last ,
E
Llil I an� T��tdIC,2Tl': as �r:�t::ess and that t;, th� best of
their knowledge the Testatrix was at the time eighteen
(18) years of age or older, of sound mind and under no
�
constraint or undue influence. �
TEL A M. HALE
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�
W ESS :
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, i:'� ! �
� , �
WITNESS
Sworn to and subscribed
before me this �� day of '
, 2000.
NOTARY P BLIC
MY COMMISSION EXPIRES: Notariai Seal
S.Dawn Gladte�ter.Notary Publie
Diilsburg Boro,York County
My Commission Expires May 17,2001
emDer, ennsy ania Assoclation of otaries