HomeMy WebLinkAbout02-0798PETITION FOR PROBATE & GRANT OF LETTERS
Estafe of BEULA E. WARNER No. 21-02-0798
also known as BEULA STUCKEY WARNER To: Register of Wills for the
deceased. County of Cumberland
Socral Security No. 182-05-0522 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executrix named in the Last Will of the above
decedent dated June 4 1996 and codicils dated none The Executor named none
died Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at 90 West Main Street Camobelltown Borough
Decedent, then 90 years of age, died June 4 2002, at Twin Oaks Nursinc Home
Camobelltown PA
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
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $1 900.00
(If not domiciled in PA) Personal property in PA $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania, situated as follows: g
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
Lansdale. PA 19446
610-584-5754
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
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 of
the above decedent, pekitioner(s) will well and truly administer the estate according to law. -
Sworn to or affirmed and subsrri5ed
before me this day of
n December 2002.
~c.s/ iFZe/~.~. ,Z , Register ~y
~~- /r~lq" ~ U~~(j ~_PL; ~~O l0-.3
No. 21-02-0798
Estate of BEULA E. WARNER a
BEULA STUCKEY WARNER ,deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, December g 2002, in consideration of the Petition on the
reverse side hereof, satisfactory proof hawng been presented before me, IT IS DECREED that the instrument(s)
dated June 4 1996 described therein be admitted to probate and filed of record as the
Last Will of Beula E. Warner a/k/a Beula Stucke Warner
hereby granted to Arlene Stuckey Andreacola 'and Letters Testamentan~ are
Register of Wills ~~~~
FEES IRWIN McKNIGHT & HUGHES
Probate, Letters, Etc........ $ 25.00
Short Certificates -1- Douolas G Miller. Eseuire (83776)
( ) .... $ 3.00 ATTORNEY (Sup. Ct. I.D. No.)
Renunciation(s) ........... $
JCP .......... • • ... $ 10.00 60 West Pomfret St. Carlisle PA 17013
Other Will Paoes (-3-) .... $ 9.00
~~ TOTAL: .... $ 47.00 ADDRESS
Filed Z,$ce,..,> kj~r..e~....a-c~cr ~.... .
717-249-2353
PHONE
t~ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
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_ _ urrty, Pennsylvania
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, Bendersville, PA 17306
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h ~> , tr ,~.r '' ~' I'e inh;rmatlon here given is correctly r~~p'iearr~i•~ -_
I ~~` ~=="' ~ ~~'~~ t^ n:e as Local Registrar. The original c~ rt fiat:' ,.
~~ <<" ~,/rt~~ r,>', ~~" ce ;or pp;rrnanent filing ~' °-!"I
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June 5, 2002 ] 24 Rice Aven~ae.BAghcville, PA 17307
LAST WILL AND TESTAMENT
I, BEULA E. WARNER, of Silver Spring Township, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and
Codicils heretofore made by me.
1. I direct my executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executrix to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath ail of my estate of every nature and wherever situate as
follows:
(1) I give and bequeath the sum of Two Thousand and no/100 ($2,000.00)
Dollars to The First Church of the Brethren, of 1340 Forge Road, Carlisle, Pennsylvania 17013.
(2) I give and bequeath the sum of Two Thousand and no/100 ($2,000.00)
Dollars to The Church of the Brethren, at Rosemont and Butler Avenue, Ambler, Pennsylvania
19002.
(3) I give my automobile to my sister-in-law, Irene Stuckey, of Sellersville,
Pennsylvania.
(4) All the rest, residue and remainder of my estate, of every nature and
wherever situate, I give and bequeath as follows:
(a) I give and bequeath one-fourth (1/4th) of my said residuary estate
to my niece, Arlene Stuckey Andreacola.
(b) I give and bequeath cone-eighth (1/8th) share of my residuary
estate to my niece, Andrea Stuckey, absolutely; and I give and bequeath cone-eighth (1/8th)
share of my residuary estate to my niece, Dianne Stuckey Heberle, and her son, Jonathan Maurice
Heberle, shaze and shaze alike, with the stipulation that the share of Jonathan Maurice Heberle be
placed in a Savings Account with a local banking institution until such time as he attains the age
of eighteen (18) years, at which time the same shall be paid over to him, absolutely.
(c) I give and bequeath the remaining one-half (1/2) of my residuary
estate to Hazold Warner, Janet A. Prowell, Freda W. Albright, Joan W. Mariam and Ronald L.
Wazner, who aze the children of my late husband, Lester G. Warner, share and shaze alike, per
stirpes.
4. I nominate and appoint Arlene Stuckey Andreacola to be the executrix of this my Last
Will and Testament; she is to serve as such without bond. Should she die before my death,
renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I
nominate and appoint Joan Warner Mariam, as substitute executrix, also to serve as such without
2
bond, with the same powers as are given herein to my executrix.
5. I hereby suggest that my personal representative retain the services of Irwin, McKnight
& Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 4th day of June,
1996.
:_ ~--~~: "~~.k'~~ ~~ ~/:~,~~ y~'~ (SEAL)
BEULA E. WARNER
Signed, sealed, published and declazed by BEULA E. WARNER, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
3
ACKNOWLEDGMENT AND AFFIDAVIT
WE, BEULA E. WARNER, BETZI A. MORRISON and CHERYL L. CLELAND,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will and that she had signed willingly, and that she executed it
as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen yeazs of age or older, of sound mind and under
no constraint or undue influence.
~-
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BEULA E. WARNER
B ~TZIA.MO SOLi1`N ~_
~ ~
HERYL L. CLEL D
COMMONWEALTH OF PENNSYLVANIA .
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by BEULA E. WARNER, the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses, this 4TH day of June, 1996.
~~~~
Noytary Public
COMMONWEALTH OF PENNSYLVANIA
DEPAgTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXER
DEPT. 280601
HARRISBURG, PA 1 ]128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001589
ROGER B IRWIN ESQUIRE
60 WEST POMFRET STREET
CARLISLE, PA 17013
-------- ~oltl
ESTATE INFORMATION: ssN: i8z-o5-0522
FILE NUMBER: 2102-0798
DECEDENT NAME: WARNER BEULA E
DATE OF PAYMENT: 09/04/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/04/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 57,130.90
REV-1162 EX111-961
TOTAL AMOUNT PAID:
REMARKS: ROGER B IRWIN ESQUIRE
CHECK#18912
INITIALS: VZ
SEAL RECEIVED BY:
57,130.90
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
~~-~6-~
v BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX GIVISION
DEPT. 280601
HARRISBURG, PA 17128-8b81
DATE 10-14-2002
ESTATE OF WARNER BEULA E
DATE OF DEATH 06-04-2002
FILE NUMBER 21 02-0798
COUNTY CUMBERLAND
ARLENE ANDREACOLA '~ SSNiDC 182-05-0522
2130 WEBER RD ACN 02133076
LANSDALE PA 19446 Anount Renittsd
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --- RETAIN LOWER PORTION FOR YOUR RECORDS 1
---------------------------- -------------------------------------------------------------------------------
REV-1548 EX AFP (01-021
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-14-2002
ESTATE OF WARNER BEULA E DATE OF DEATH 06-04-2002 COUNTY CUMBERLAND
FILE N0. 21 02-0798 S.S/D.C. N0. 182-OS-0522 ACN 02133076
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WAYPOINT BANK
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT ALLONANCE OR DISALLOXANCE
OF DEDUCTION, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS REY-1561 EN ,FV (O1-OY)
ACCOUNT N0. 1800021883
TYPE OF ACCOUNT: ( ) SAVINGS CX) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 09-23-1997
Account Balance
Percent Taxable
Amount Sub,iect to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
31,376.88
X 0.500
15,688.44
- .00
15,688.44
X .15
2,353.27
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NDTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
PAYMENT MUST BE MADE BY 03-OS- 2003*
• TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 2,353.27
INTEREST AND PEN. .00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTERES DUE 2,353.27
( IF TOTAL DUE IS LESS THAN S1, 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 INSiRUC7I0N5. )
BUREAU OF INDIVIDUAL TAxES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TA% DIVISION DEPARTMENT OF REVENUE
DEPT. 2806 a1
HARRISBURG, pA I7I xa-oeol NOTICE OF INHERITANCE TAX
APPRAISEMENT ALLOXANCE OR DISALLOXANCE
OF DEDUCTION, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS REY-1560 EX 1FI [Ol-Oi)
~I
ARLENE ANDREACOLA
2130 WEBER RD
LANSDALE PA 19G46
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS 1
REV-1548 EX AFP (01-02)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-14-2002
ESTATE OF WARNER BEULA E DATE OF DEATH 06-04-2002 COUNTY CUMBERLAND
FILE NO. 21 02-0798 S.S/D.C. N0. 182-05-0522 ACN 02133D77
TAX RETURN WpS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WpYP0IN7 BANK
DATE 10-14-2002
ESTATE OF WARNER BEULA E
DATE OF DEATH 06-04-2002
FILE NUMBER 21 02-0798
..,COUNTY CUMBERLAND
SSNiDC 182-OS-0522
ACN 02133077
Anount Rnnitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ACCOUNT NO. 2300013448
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED OS-12-2000
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
58,109.70
X 0.500
29,054.85
- .00
29,D54.85
X 15
4,358.23
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
PAYMENT MUST BE MADE BY 03-OS- 2003* . TOTAL TAX CREDIT
.00
BALANCE OF TAX DUE 4,358.23
INTEREST AND PEN. .00
~ IF PAID AFTER THIS DATE, SEE
( IF TOTAL DUE REVERSE FOR CALCULATION OF ADDIT IONAL INTERES DUE 4,358.23
IS LESS THAN 51,
IF TOTAL DUE IS REFLECTED AS NO PAYMENT IS REQUIRED.
A CR
"
SEE REVERSE SIDE OF THIS FORM EDIT
( CR), YOU MAY
FOR INSTRUCTIONS. ) BE DUE A REFUND.
BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, pA l7l ze-o6ol NOTICE OF INHERITANCE 7AX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1541 FN RFV fRl-R]
DATE 10-14-2002
ESTATE OF WARNER BEULA E
DATE OF DEATH 06-04-2002
FILE NUMBER 21 02-D798
DOUGLAS G MILLER COUNTY CUMBERLAND
IRWIN ETAL ACN 101
60 W POMFRET ST Anount Remitted
CARLISLE PA 17013
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-1547 EX AFP (01-02) ~
NOTICE OF INHERIT
ANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARNER BEULA E FILE N0. 21 02-0798 ACN 101
DATE 10-14-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( )CHANGED
NiSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Hsld Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Lash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule N) (q) 1,015.00
10. Debts/Mortgage Liabilities/Liens (Schedule D (10) 863 67
11. total Deductions
12. Nat Value of Tax Re{urn Qll 7 .R7B_67
[12) 50,927.11
13. Charitable/Governnantal Bequests) Nonelected 9113 Trusts (Schedule J) (13) .00
14. Nat Value of Estate Subiact to Tax (ly) 50,927.11
NOTE: if an assessment was issued previously, Sines 14, 15 and/or 16, 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 (1 00
16.
Amount
of
Line
14
taxable at
Lineal/Class A rata 5)
(16) .
1
265
28 X
17.
Anount
of
Lina
14
at Sibling
rate
(17) ,
.
00 X
18.
Amount
of
Lina
14
taxable at
Collateral/Class B rate
(18) .
49
661
83 X
19.
Principal
lax Due ,
. X
_) AMOUNT PAID
'1 7,130.9
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 _ .00
045- 56.94
12 = .00
15 _ 7,449.27
a9)= 7,506.21
7,506.21
_ .00
_ .00
.00
( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS
(1) .00 NOTE: To insure proper
(2) 1.395.45 credit to your account,
(3) .00 subait the upper portion
(4) .00 of this fore with your
[5) .00 tax payment.
[6) 51.410.33
[7) .00
[a) 52,805.78
FORM FOR INSTRUCTIONS J
l~- ~~-~~
\'BUREAU OF INDIVIDUAL TAXES
INHERITANCE TA% DIVISION
DEPT. 280601
HARRISBURG, PA 17128-8601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS FEY-1605 EN IFP c6z_FN
ARLENE ANDREACOLA
2130 WEBER RD
LANSDALE PA 19446-0000
ALONG THIS LINE
DATE 11-07-2002
ESTATE OF WARNER BEULA E
DATE OF DEATH 06-04-2002
FILE NUMBER 21 02-0798
COUNTY CUMBERLAND
SSNiDC 182-OS-0522
ACN 02133076
Anount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
______________________ FOR- YOUR RECORDS
REV-1604 EX AFP (12-00) ---' ~--------------------
^* INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ^~
DATE 11-07-2002
ESTATE OF WARNER BEULA E DATE OF DEATH 06-04-2002 COUNTY
CUMBERLAND
FILE N0. 21 02-0798 S.S/D.C. N0. 182-OS-0522
ACN 02133076
ADJUSTMENT BASED ON: ADMINISTRATIVE CDRRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT N0. 1800021883
TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING C ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 09-23-1997
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
NUMB
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
/PEN PAID (-)
AMOUNT PAID
TAX
.00
X 0.500
.00
- .00
.00
X .15
.00
T
00
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITiunaL INTERES DUE.
( IF TOTAL DUE IS LESS TNAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'' (CRI,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INNERITpNCE TAX DIVISION INHERITANCE TAX
oErT. zsa6ol
HARRI58URG. Pp I~IZa-obol RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS RFV-li0q EY 1FP ~iz_oP~
ARLENE ANDREACOLA
2130 WEBER RD
LANSDALE PA 19446-0000
CUT ALONG THIS LINE - RETAIN LOWER
--------------------
REV-1604 EX AFP (12-00)
^* INHERITANCE TAX RECORD ADJUSTMENT
DATE 11-07-2002
ESTATE OF WARNER BEULA E
DATE OF DEATH 06-04-2002
FILE NUMBER 21 02-0798
COUNTY CUMBERLAND
SSNiDC 182-05-0522
ACN 02133077
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
YOUR RECORDS ~
JOINTLY HELD OR TRUST ASSETS ~[*
DATE 11-07-2002
ESTATE OF WARNER BEULA E DATE OF DEATH 06-04-2002 COUNTY
CUMBERLAND
FILE N0. 21 02-0798 S.S/D.C. N0. 182-OS-0522
ACN 02133077
ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT N0. 2300013448
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (X) TIME CERTIFICATE
DATE ESTABLISHED OS-12-2000
Account Balance
Percent Taxable
Amount Sub,iect to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
.00
X 0.500
.00
- .00
.00
X .15
.00
NOTE: TO INSURE PROPER CREDIT TO YOUR
ACCOUNT, SUBMIT THE UPPER PORTION
OF THIS NOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS
AT THE ADDRESS SHOWN A80VE.
MAKE CHECK OR MONEY ORDER PAYABLE
T0: "REGISTER OF WILLS, AGENT."
NUMBER DlsCUUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
00
'~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST YC
[ IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR ),
YOU MAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV44>O EX (&BB)
COMMONWEALTH OF WENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280807
SCHEDULE I INO.
BEULA WARNER
ROBERT D WILKERSON
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
2102-0798
02133076/02133077
~~~~~~ ~ ~VIYCV JVIrv I CgrvK gc:c:oUNTS HAVE BEEN ADJU
DUE TO BEING REPORTED PREVIOUSLY ON THE PROBATE RETURN
ROW
TO
Pape 1
CERTIFICATION OF NOTICE UNDER RULE 5.6 a
Name of Decedent: BEULA E. WARNER
Date of Death: June 4 2002
Estate No.: 21-02-0798
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on 10/14/2002
Name Address
Jonathan M. Heberle 321 W andotte Street Bethlehem PA 18015
Harold R. Warner 316 Pine Road Mt. Holl S rin s PA 17065
Janet A. Prowell 413 North York Road Mechanicsbur PA 17055
Freda W. Albrieht 3352 Gail Lane Whitehall PA 18052
Irene Stuckey 830 Fazrhlll Road Sellersville PA 18960
Arlene S. Andrearnla ~ i ~n w_i_ _ _ „
Dianne S. Kell v"' 1' ` "~""
321 W andotte Street Bethlehem PA 18015
Ronald L. Wazner 409 River Road Dau hin PA 17018
Joan A. Maziani 112 Hi hland Circle Palm r PA 17078
The Church of the Brethren Rosemont & Butler Avenue Ambler PA 19002
The 1St Church of the Brethren 1340 For e Road Cazlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none
Date: 03/13/03
Signature
IRWIN, McKNIGHT & HUGHES
Name_ Douelas G Miller Esuuire
Address 60 West Pomfret Street
Carlisle PA 17013
Telephone (7171 249-2353
Capacity: Personal Representative
X Counsel for Personal Representative
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REV -1500 EX + (6-00)
CAPB
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Warner Beula E.
DATE OF DEATH(MM-DO~YEAR)
FILE NUMBER
~t
OFFICIAL USE ONLY
10- g{y-J
01.
or{q~
NUMBER
CQUNTYCOOE YEAR
SOCIAL SeCURITY NUMBER
182-05-0522
THIS RETURN YUST BE FILED IN DUPUCATE WITH THE
None
1,395:.45
None
None
None
51,410.33
None
1,015.00
863.67
x
X
X
X
.0 0
045
.12
.15
DATE OF BIRTH (MM ~OO- YEAR)
ITIAL
REGISTER OF WILLS
so IAL S CURl Y NU BER
o
o
3 elate of death
. RemalnderReturn ptlcrto 12-13-82)
5. Federal Estate Tax Return Re~ulred
8. Total Number of Safe Deposit Boxes
11. Electron to tax under Sec. 9113(10.)
(AttaCh Sch 0)
C P
o 0
R N
R D
E E
S N
T
C
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P
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A T
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Dou 1as G. Miller Es .
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional
Carlisle, PA 17013
Bldg.
1
1. Real Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
3. 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)
S. Tota' Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of D""edent, Mortgage Liabil~ies, & Liens (Schedule!) (10)
11. Total Deduc1ions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14,. Net Value Subjec1 to Tax (Line 12 minus Line 13)
Copyright (c) 2000 form software only The Lackner Group, Inc.
X 1. Original Return
4. LImited Estate
X 6. Decedent Oled Testate
(Attach eopy 01 Will}
o 9. Litigation Proceeds Received
2. Supplemental Return
4.. Future Interest CompromIse (date of death aileT 12.-12.-82.)
7. Decedent Maintained a Living Trust
(Attach copy of Tru$t)
010. SpoU$a1 Poverty Credit
(date of death between 12.~31-91 and 1-1-95)
NAME
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
I 249-2353
(1)
(2)
(3)
R
E
C
A
P
I
T
U
L
A
T
I
o
N
(4)
(5)
OFFICIAL USE ONLY
(S) 52,805.78
(11) 1.878.67
(12) 50 , 927 .11
(13)
(14) 50,927.11
(15)
(16)
(17)
(lS)
(19)
0.00
56.94
0.00
7,449.27
7,506.21
(6)
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
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.
0.00
1,265.28
0.00
49,661.83
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
90 West Main Street
CITY I STATE I ZIP
CamDbe11town PA 17010
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
7,506.21
375.31
Total Credits (A + 8 + C) (2)
375.31
3. Interest/Penalty if applicable
D.lnterest
E. Penalty
!!!inHii!i!
TotallnterestlPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 T Line 3, enter the difference. This is the OVERPAYMENT.
Cheek box on Page 1 Line 20 to request a rolund (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 VVlllS, AGENT
~~::::::!::::!!..!!!i:j!i!m:m:::mi;i:~i:.' II':' 't':l, :1!1!!~!:i\!!:!i!W.,!;~;;~:!\iL!::!:!::r!:m!U!!i!!jW11~!!!!!U!!i!m!!!W!!!!..!!!!1!!il!1!!:!!!!..!!!!:i!!!:Wi!!!!!!i!t!! ,1!i1!!!!:;;ii:i:i!:!!;
!:;~;:I" .::~;:!;t ~ .~:....-!;!!:!:iW:i!:.i!i!iitii!!!H!i!i!!:Hi!H!: I' 'I " I" :' t ) ,~::"L,,:,:, _ ~:~:i;:::;;
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X'; IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property transferred; . ~ ~
b. reta!" the right. to des.ignate who shall use the property transferred or its income; . X
c. retain a reversionary Interest; or . X
d. receive the promise for life of either payments, benefits or care? . . X
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.
0.00
0.00
7,130.90
0.00
7,130.90
PH!!!!]!!!!
o
o
o
IT]
IT]
IT]
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 alllnformatJon of whIch preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FiLING RETURN Arlene S. Andreacola DATE
T~~~%d~i~;"F~"~f9446--------------------------- Cf 13o/tJ;;.
IRWIN McKNIGHT /; HUGHES DATE
60 West Pomfret Street
- - -C~ri-isie - - FA - - i 7"6i3- - - - -- - - - - - - - -- - - - - - -- - - ---
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 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(aX1l].
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(aX1.3)}. 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-1500 EX (Rev. 6-00)
REV-1S03 EX + (1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCET~ REf URN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Beula E. Warner
55f; 182-05-0522
06/04/2002
All property jointly-owned with right 01 survivorship must be disclosed on Schedule F.
FILE NUMBER
ITEM DESCRIPTION UNIT V AWE VALUE AT DATE
NUMBER OF DEATH
1 45 shares Prudential Insurance (conversion) 31. 01 1,395.45
.
TOTAL (Also enter on line 2, Recapitulation) 1,395.45
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
F<><m REV-I503 EX (Rev. 1-97)
REV-1509 EX +(1~97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Beula E. Warner
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
SS11 182-05-0522
06/04/2002
If an as..t was made joint within one year 01 the decadent's date 01 death, it must be reportad on Schadule G.
A.
SURVIVING JOINT TENANT(S) NAME
Arlene S. Andreacola
ADDRESS
2130 Weber Road
Lansdale, PA 19446
RELATIONSHIP TO DECEDENT
niece
B.
Joan A. Mariani
112 Highland Circle
Palmyra, PA 17078
stepdaughter
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY 'Yo OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of flnanclalllWtltutlon and bank DATE OF DEATH DECO'S VALUE OF
account number or similar Identifying number.
NUMBER TENANT JOINT Attach deed for jointly-held realntate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 B 11/06/72 Citizens Bank, 2,530.56 50.00% 1,265.28
n42-106-6216
2 A 03122/86 !Members First Federal 10,803.51 50.00% 5,401. 76
Credit Union, 1/4709-00
3 A 09/23/97 Waypoint Bank, #1800021883 31,376.88 50.00% 15,688.44
4 A 05/12/00 Waypoint Bank #2300013448 58,109.70 50.00% 29,054.85
TOTAL (Also enter on line 6, Recapitulation) S 51.410.33
(If more space is needed insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems, Inc.
Fo,m REV-t509 EX <Rev. 1-97)
REV~ 1511 EX + (1~97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Beula E. Warner
06/04/2002
FILE NUMBER
55f1 182-05-0522
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year{s) Commission Paid:
2. Attorney's Fees IRWIN McKNIGHT & HUGHES 1,000.00
3. 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
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Register of Wills - fil ing fees 15.00
TOTAL (Also enter on line 9\ Recapitulation) $ 1,015.00
(If more space is needed, insert additional sheets of the same size)
CopyrIght (c) 1996 form software only CPSystems, Inc.
Fa<m REV-1511 EX (Rev. 1-97)
REV-1512 EX + (1~97)
COMMONWelo.LTH OF PENNSYLVANIA
INHERITANCE TAX RETUAN
RESIDENT DECEDENT
ESTATE OF
Beula E. Warner
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
FILE NUMBER
55tf 182-05-0522
06(04(2002
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Omnicare Pharmacies
DESCRIPTION
AMOUNT
365.47
2
Twin Oaks Nursing Home
498.20
TOTAL (Also enter on line 10, Recapitulation) $ 863.67
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form softwate only CPSystems, Inc. Form REV-1S12 EX (Rev, 1-97)
LAST WILL AND TESTAMENT
I, BEULA E. WARNER, of Silver Spring Township, Cumberland County, Pennsylvania,
declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and
Codicils heretofore made by me.
1. I direct my executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executrix to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(I) I give and bequeath the sum of Two Thousand and no/JOO ($2,000.00)
Dollars to The First Church of the Brethren, of 1340 Forge Road, Carlisle, Pennsylvania 17013.
(2) I give and bequeath the sum of Two Thousand and no/JOO ($2,000.00)
Dollars to The Church of the Brethren, at Rosemont and Butler Avenue, Ainbler, Pennsylvania
19002.
(3) I give my automobile to my sister-in-law, Irene Stuckey, of Sellersville,
Pennsylvania.
(4) All the rest, residue and remainder of my estate, of every nature and
wherever situate, I give and bequeath as follows:
(a) I give and bequeath one-fourth (1/4th) of my said residual)' estate
to my niece, Arlene Stuckey Andreacola.
(b) I give and bequeath a one-eighth (1/8th) share of my residUaI)'
estate to my niece, Andrea Stuckey, absolutely; and I give and bequeath a one-eighth (1I8th)
share of my residual)' estate to my niece, Dianne Stuckey Heberle, and her son, Jonathan Maurice
Heberle, share and share alike, with the stipulation that the share of Jonathan Maurice Heberle be
placed in a Savings Account with a local banking institution until such time as he attains the age
of eighteen (18) years, at which time the same shall be paid over to him, absolutely.
( c) I give and bequeath the remaining one-half (1/2) of my residual)'
estate to Harold Warner, Janet A. Prowell, Freda W. Albright, Joan W. Mariani and Ronald L.
Warner, who are the children of my late husband, Lester G. Warner, share and share alike, per
stirpes.
4. I nominate and appoint Arlene Stuckey Andreacola to be the executrix of this my Last
Will and Testament; she is to serve as such without bond. Should she die before my death,
renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I
nominate and appoint Joan Warner Mariani, as substitute executrix, also to serve as such without
2
bond, with the same powers as are given herein to my executrix.
5. I hereby suggest that my personal representative retain the services of Irwin, McKnight
& Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 4th day of June,
1996.
-) .. r I
f~U.J--k!..dL ('""; (//;;V'.l 'JUt, (SEAL)
BEULA E. WARNER
Signed, sealed, published and declared by BEULA E. WARNER, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
3
ACKNOWLEDGMENT AND AFFIDAVIT
WE, BEULA E. WARNER. BETZI A. MORRISON and CHERYL L. CLELAND,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will and that she had signed willingly, and that she executed it
as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their
knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
r'-'~""",_
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"../ ~ -I' "j ce, (;' " I, / c7(./'Y1 Lk/'"L
BEULA E. WARNER
TZI A. MO SON
~V~W
' BERYL L. CLE D
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by BEULA E. WARNER. the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses, this 4TH day of June, 1996.
~od.~
N;ary Public
I\IIIljlI1lliSllllN*
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Equise'rve: Account Access Information
Page 1 of 1
BEULA E WARNER
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~~PBf\ \N~~~_~_Qi-t~iJ2LMt,1_!::l\~rY_(Qr~!J
__v____ ___ ',.__ __.,,"____,_ __._.___ ____ ___
__.. ._____....____n'._.___ ____
Owner(s) of: PRUDENTIAL COMMON
Issue # 230010 Account # 12-45398
Current Price: $31.01
Market Value: $1.395.45
-
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~Oll'A'E;@_
Glossary of Terms
indu,;tryJ~m~_and definitjons
As of 07/19/2002,11:14,
EST
Source: Reuters News Group
Current
Balance
f)Of,lk-.EntrIJ
45.0000
Account Activity
Last activity: e-mail address updated
on 07/19/2002.
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https:/ 1 gateway .equiserve.com/igwweb/ content / securel account _info/IG W ACDS.asp
7/19/02
.: CITIZENS BANK
525 William Penn Place
Suite 153-2510
Pittsburgh, PA 15219
Iu L Y 12,2002
IRWIN MCKNIGHT & HUGHES
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STEET
CARLISLE, PA 17013-3222
I:
i 2002.
RE: Estate of BEULA E. WARNER
Date of Death: 06/04/2002
SSN 182-05-0522-
Dear SirlMadam:
\(
i,'..I;
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u iiJ\.}\II..)
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his /her date of death.
Should you require further assistance regarding this matter, please contact me at 412-867-2299.
Sincerely,
~~
Barbara Richards
Operations Services
.: CITIZENS BANK
Account
Number Account Tille
142-106-6216
Beula E Wamer
Joan A Mariani
Friday, July 12, 2002
Date Opened: 11/06/1972
Principal Balint from Last
as of DOD Posting to DOD
$2,530.56 $0.00
Account Type: DO
Account Bal YTD Int to
as of DOD DOD
$2,530.56 $0.00
Page 2 of 2
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 Louise Drive
P. O. Box 40
Mechanicsburg, PA 17055
1-800-283-2328 or (717) 697-1161
July 2, 2002
Douglas G. Miller
Irwin, McKnight & Hughes
West Pomfret Professional Building
60 W. Pomfret Street
Carlisle, PA 17013-3222
~~~LtUWa~
JUL 05 2002
RE: Estate of Beula E. Warner
SSIN 182-05-0522
IRWIN, McKNiGHT & HUGHES
Dear Mr. Miller,
Enclosed is the information requested in your letter of June 14, 2002 regarding the accounts
held with Members 1" by Beula Warner. Please provide a death certificate at your earliest
convenience.
For purposes of completing Inheritance Tax Reporting, please provide the relationship,
social security number and address of Arlene S. Andreocola. This information may be faxed
to me at 795-5178.
Do not hesitate to contact me at 795-5131 should you have any questions or require
additional information.
vefJyu~y yours0)//
lV1(ld( {~
Denise A. Anders
Insurance Products Supervisor
Enclosure
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 ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Earned Interest from 1/1/02 to Date of Death
Name of Joint Owner
Date Joint Ownership Created
4709 -00
02/26/1959
$10,801.97
$1.54
$10.803.51
$78.96
Arlene S. Andreocola
03/22/1986
M~n;: ~'g CREDIT UNION
6e~ A. Anders
Insurance Products Supervisor
July 2. 2002
Estate of: BEULA E. WARNER
Date of Death: 06/04/2002
Social Security Number: 182-05-0522
Y'l Way~qi!'Kt
LOOK FOR US. WE'LL GET YOU THERE.
~~~~uw~~
JUN 20 2002
06/18/2002
IRWIN MCKNIGHT & HUGHES
.
60 W POMFRET ST
CARLISLE P A 17013
IRWIN. McKNIGHT & HUGHES
The information which you requested on the account(s) of BEULA WARNER
(Social Security Number 182-05-0522) is/are as follows:
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
1800021883
CHECKING
09/23/97
31376.88
2300013448
CERTIFICATE
05/12/00
56470.48
1639.22
58109.70
Balance at Date of 31376.88
Death
Account Ownership ITa JTO
Name of Joint ARLENE ARLENE
Owner, if any ANDREA COLA ANDREACOLA
Date Ownership 09/23/97 05/12/00
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
PLEASE COMPLETE W-9
s&ere1Y: UJA
KAtft:;.;Id;1
SENIOR SERVICES REP.
P.O. Box 1711. HARRISBURG. PENNSYUlANIA 17105-1711
Toll Free 1-866-WAvPOINT (1-866-929-7646). IN YORK AREA 717/815-4500 . www.waypointbank.com
STATUS REPORT UNDER RULE 6.12
Name of Decedent: BEULA E. WARNER
Date of Death: June 4 2002
No. 21-02-0798
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: X Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X No
b. The sepazate 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? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date: 6/4/03
gna e
IRWIN, McKNIGHT & HUGHES
Douelas G Miller Esquire
~- Name (please type or print)
~ 60 West Pomfret Street
Address
- ~ - Carlisle PA 17013
;-j City, State, Zip
~. Mo ,;; ~ (717) 249-2353
,S ".~ Ci Telephone Number
Capacity: Personal Representative
X Counsel for Personal Representative