HomeMy WebLinkAbout02-0922
PETITION FOR PROBATE and GRANT OF LETTERS
No. ~l-o a.q d.~
To:
VIOLET A. HALE
Estate of
also known as
Register of Wills for the
Deceased. County of Cumhprl Rnd in the
Social Security No. 198-71-9411 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated OrtohPT 10, 7000
and codicil(s) dated None
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in r.nm'hprl ~nrl
her last family or principal residence at 325 Wesley Drive
Center), Mechanicsburg [Lower Allen Township].
(list street, number and muncipaLity)
County, Pennsylvania, with
(Bethanv Villa~e Retirement
Decendent, then 98 years of age, died Oc tober 4. 2002 fC!<9
at Bethany Vi 11::Lge Retirempnt Cent.p.T, T.olJer-All en Town~hi p, Cllmhprl ::mrl C:ot.1nty, 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: None
Decendent 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: None
Unestimated
$
$
$
$
Nonp.
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters t p.~ r ;lmPon r:1 ry
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
theron.
k -m ~-~
Joan M. Staub
800 Shuler Street
Mpf"h::mir.c:.hnre, VA 17nC)C)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I S8
COUNTY OF CUMBERLAND J
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 lhe knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
~ M A~.~
Joan M. Staub
Sworn to or affirmed and subscribed {
before me this 1 1 T h day of
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No. ;;>1-02-922
Estate of
"10LET .'^.. M.1\.LE
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Oc tober 1 1 t9r ?OO? 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 Oc tober 10, 2000
described therein be admitted to probate and filed of record as the last will of
VIOLET A. HALE
and Letters Testamentary
are hereby granted to
Joan M. Staub
Probate, Letters, Etc. ......... $
Short Certificates( ).......... $
~ilCf.fffiSn .",~.t,~~. .p.a9.e:~ $
-;Co $
10_11_2(f~IAL - $
Filed ...................................
235.00
9.00
6.00
5.00
255.00
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FEES
(717) 697-8528
PHONE
mailed to atty 10-11-2002
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liIU'J,IlU:; REV ':1/116
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local R,gistrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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AflOAODRESSOF PERSON WHO COMPI.ETEOCAUSE OF \lENH
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L.AW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
LAST WILL AND TESTAMENT
,Q J - 0:2 - 9 c2~
I, VIOLET A. HALE, of the Township of Lower Allen, County of Cumberland,
and Commonwealth of Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. I order and direct that all my just debts and funeral expenses be paid
by my Executrix, hereinafter named, as soon as conveniently may be done after my
decease.
SECOND. I give and bequeath unto BETTE SINGISER a sum of money
equal to the lesser of One Thousand ($1,000.00) Dollars or flYe per centum (5%) of
my net distributable estate, absolutely, if she survives me.
THIRD. I give, devise and bequeath all the rest, residue and remainder of
my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto
my niece, namely, JOAN M. STAUB, absolutely and in fee simple, if she survives
me.
If the said JOAN M. STAUB does not survive me, then and in that event, I
give, devise and bequeath my said residuary estate unto my niece, namely,
GERALDINE B. EBERT, absolutely and in fee simple, or, if she should not survive
me, then to her issue per stirpes.
LASTLY. I nominate, constitute and appoint my niece, namely, JOAN M.
STAUB, to be the Executrix of this, my Last Will and Testament, but if for any
reason she should fail to qualify as such Executrix or cease so to serve, then and in
that event, I nominate, constitute and appoint my niece, namely, GERALDINE B.
EBERT, to be the Executrix hereof, each and both to serve without bond or other
security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, VIOLET A. HALE, have hereunto set my hand
and seal to this my Last Will and Testament, which consists of two (2) typewritten
pages to each of which I have affixed my signature this ~ay ~eber,
A.D. Two Thousand (2000).
V~a~
VIOLET A. HALE
(SEAL)
The preceding instrument, consisting of this and one (1) other typewritten
page, each identified by the signature of the Testatrix, was on the date thereof
signed, sealed, published and declared by VIOLET A. HALE, the Testatrix therein
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.
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LAW OFFICES
SNELBAKER,
BRENNEMAN
& SPARE
.2.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
)
We, VIOLET A. HALE, RICHARD C. SNELBAKER and JANE J. COONEY,
the Testatrix and the witnesses, respectively, whose names are signed to the
attached or 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 Testament and that she had signed willingly, 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 the Will as a
witness and that to the best of his or her knowledge, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue
influence.
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Witness
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Subscribed, sworn to and acknowledged before me by VIOLET A. HALE,
the Testatrix, and subscribed and sworn to before me by RICHARD C.
.L. Oc4lt.r
SNELBAKER and JANE J. COONEY, the witnesses, this /Oa day of g811t8m13~r,
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
2000.
1IanlfI81C.=~ PublIc
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Notary Public
COMMONWEALTH OF PENNSYLVANIA
OEPAATMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA t 7128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SNELBAKER RICHARD C ESQUIRE
44 W MAIN STREET
MECHANICSBURG, PA 17055
~------- fold
ESTATE INFORMATION: SSN: 198-22-9413
FILE NUMBER: 2102-0922
DECEDENT NAME: HALE VIOLET A
DATE OF PAYMENT: 12/20/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/04/2002
NO. CD 001973
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $18,000.00
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TOTAL AMOUNT PAID:
$18,000.00
REMARKS: RICHARD C SNELBAKER ESQUIRE
CHECK# 105
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
/'J- c; 71-6~
v
QFFIC/.4l USE ONLY
REV-1500EX(6-001
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT, 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILENU B R
21
2002 .-o92~ __
YEAR NUMBER
COUNT'/ CODE
SOCIAL SEaJRITY NUMBER
198-22-9413
CECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ Hale, Violet A
W OA.TEOFDEATH (MM-DD-YEAR) ClATEQFBIRTH (MM-OO-YEARJ
@ 10104/2002 08/03/1904
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W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C
THS RETURN MUST eE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SEQJRITY NUMBER
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o 2. Supplemental Return 0 3. Remainder Return (date of death priorto 12-13-82)
D 4a. Future Interest Compromise (date 01 death atler 12-12-82) D 5. Federal Estate Tax Return Required
o 7. Decedent Maintained a living Trust (Attach copy of Trust) ~ 8. Total Numberof Safe Deposit Boxes
o 10. Spousal PO\Ierty Credit (dale ofdealh between 12.31_&1 and 1_1.95) D 11. Election to tax under See 9113(A) (Attach Sch 0)
Original Return
Lim ~ed Estate
Decedent Died Testate (Attach copy of Will)
Utlgation Proceeds Received
THIS SeCTION MUST se COMPLETeD: ALL CORReSPONDeNCe AND CONFIDENTIAL TAX INFORMATION SHOULD se 'DlReCTEO TO:
NI\ME COMPLETE MAILING ADDRESS
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Richard C. Sne1baker
FIRM NAME (If Applicable)
Sne1baker Brenn
TELEPHONE NUMBER
44 West Main Street
Mechanicsburg, PA 17055
697-852
Real Estate (Schedule A)
(1)
(2)
0.00
0.00
0.00
0.00
179,653.48
0.00
OFFICIAL USE ONLY
2 Stocks and Bonds (Schedule B)
3 Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4 Mortgages & Notes Recervable (Schedule 0) (4)
5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
2 e, Jointly Owned Property (Schedule F) (e)
0 o Separate Billing Requested
i=
S 7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::) (Schedule G or L)
I-
0: 8 Total Gross Assets (tolal Lines 1-7)
<(
U
W 9 Funeral Expenses & Administrative COsts (Schedule H) (9)
Cl:
10 Debts of Decedent, Mortgage Liabilities, & Liens (S<:l1edule T) (10)
11. Total Deductions (total Lines 9 & 10)
0.00
(8)
4,475.19
1,439.07
179,653.48
(II)
5,914.26
173,739.22
0.00
12 Net Value of Estate (Line 8 minus Line 11)
13 Charitable and Governmental Bequests/See 9113 Trusts for wflich an eleetion to tax has not been
made (Schedule J)
(12)
(13)
14 Net ValUe Subject to Tax (Line 12 minus Line 13)
(14)
173,739.22
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15 Amount of Une 14 taxab\e at the spousal tax
rate, or transfers under Sec. 9116 (20)(1.2)
0.00
0.00
0.00
26,060.88
26,060.88
0.00
0.00
0.00
173,739.22
X.OO_(15)
16 Amount of Line 14 taxable at iineal rate
x 045...- (16)
17 Amount of line 14 taxable at sibling rate
x 12 (17)
x 15 (18)
18 Amount of Line 14 taxable at collateral rate
(19)
19 TaxOue
20
o
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPA YMENT
> > BE SURE 70 ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
2W46451.00Q
Decedent's Complete Address:
5l'REEf A~O~ESS
325 Wesley Drive
Lower Allen Twp. , Cumberland County
CITY I STATE I ZIP
Mechanicsburq PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C Discount
(1)
26,060.88
0.00
18,000.00
900.00
Total Credits (A + B + C) (2)
18,900.00
3 Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
Total InterestlPenalty (D + E) (3)
0.00
4. If Line 2 is greater than Une 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)
7,160.88
A. Enter the interest on the tax due
(5A)
0.00
B
(5B)
7,160.88
AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
IX]
IX]
IX]
IX]
I2?J
I2?J
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [] [Z]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return. including accompanying schedules and statements. and to the best 01 my knowledge and belief, it is true, correct
and complete
Declaration of preparer other than ttle personal representative is ba~d on all information of which preparer tlas an,! Know\edge
1. Did decedent make a transfer and:
Yes
No
a, retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income;.
c, retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d, receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
D
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AAL-~.",D
DATE
-I/;;/n
SIGNATURE OF
ACORESS
Exe utrix
REP ESENTATlvE
800
ATE
ADD ESS 4 We Street P.O. Box 318
Mechanicsburg, PA 17055
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 PS 99916 (a) (11) (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 survivmg spouse is 0% [72 P S, 99116 (a) (1,1) (illj
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 01 death on or after July 1, 2000
The tax rate 1m posed 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 9 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 PS S 9116(12) [72 PS. 89116(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, S 9116(a)(13)) A sibling IS defined, under Section 9102, as an
Ir,dlvldual WhO has alleast one parent In common With the decedent, whether by blood or adoption
2W46461GGG
REV-15a8 EX + ,1-97}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESiDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Hale 1 Violet A
FILE NUMBER
21-2002 -0 922
I ncllJde the proceeds of litigation and the date the proceeds .....-ere receiVed by the estate. All property jointly-owned with the right of survl'lorship must be disclosed on Schedule
F.
ITEM
NUMBER
DESCRIPTION
1. Citizens Bank, checking account #6100702669
VALUE AT DATE
OF DEATH
36,314.30
2 Citizens Bank, Certificate of Deposit # 6140884101
20,007.14
3 PNC Bank, N.A., Certificate of Deposit #21001010842
20,063.57
4 PNC Bank, N.A., Certificate of Deposit #21001012358
20,062.52
5 PNC Bank, N.A., Savings account #5030010288
82,907.16
6 Old Guard Insurance, refund of unused premium
67.00
7 Capital Blue Cross, refund of unused premium
224.90
8 Verizon, refund on phone service
6.89
2W46AD2,ooa
TOTAL(Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional Meet<<- 01 tt1e -s.ame <<-ite)
179,653.48
REV-1511 EX + (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE:SICENT CECECENT
ESTATE OF
Hale I Violet A
FILE NUMBER
21-2002-0922
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
Personal Representative's Commissions 0.00
1.
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 Fees Name : Snelbaker, Brenneman & Spare 3,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 255.00
5. Accountant's Fees 0.00
6. Tax Return F'reparer's Fees 0.00
7. Register of Willsl filing fee for Inheritance Tax 15.00
Return
8 PNe Bank, check printing fee and service charge 16.00
9 Cumberland Law Journal, advertising Executrix notice 75.00
10 Patriot-News, advertising Executrix notice 114.19
11 Reserve for filing fees, accounting costs and other 500.00
miscellaneous fees associated with the administration
TOTAL (Also enter on line 9, Recapitulation) $ 4,475.19
2W46AG 2.000
(If more space is needed, insert additional sheets of same siZe)
Estate of: Hale, Violet A
Schedule H, Part B -- Administrative Costs
Item
No.
Description
11
of Decedent's estate
TOTAL. (Carry forward to main schedule)
Page 2
21-2002-0922
Amount
0.00
REV-1512 EX + (1-97)
COMMONVvEAL TH OF PENNSYLVANIA
INHERlTANCE TAX RETURN
RESICENT CECECENT
ESTATE OF
Hale, Violet A
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2002-0922
Include unreimbursed medical exnenses.
ITEM
NUMBER
DESCRIPTION
AMOU NT
1. AT&T, phone service, account payable
7.54
2 Conner Rich Associates, medical services
156.23
3 Bethany Personal Care, resident care, account payable
1,275.30
2W46AH 2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,439.07
REV-1513 EX+ (9.00)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hale Violet A
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (12)]
Singiser, Bette
107 George Street
Mechanicsburg, PA 17055
1.
2 Staub, Joan M
BOO Shuler Street
Mechanicsburg, PA 17055
FILE NUMBER
21-2002-0922
RELATIONSHIP TO DECEDENT
00 Not List Trustee(s)
Friend
Niece
AMOUNT OR SHARE
OF ESTATE
1,000.00
172,739.22
ENTER OOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABCVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15CC COVER SHEET
II. NDN-TI'oXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
:'W46AI1.000
TOT AL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-15CC COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
0.00
---: -'
'\W OFFICES
NELBAKER.
;~ENNEMAN
&. SPARE
LAST WILL AND TESTAMENT
I, VIOLET A. HALE, of the Township of Lower Allen, County of Cumberland,
and Commonwealth of Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void all former wills and codicils by me at
anytime heretofore made.
FIRST. larder and direct that all my just debts and funeral expenses be paid
by my Executrix, hereinafter named, as soon as conveniently may be done after my
decease.
SECOND. I give and bequeath unto BETTE SINGlSER a sum of money
equal to the lesser of One Thousand ($1,000.00) Dollars or five per centum (5%) of
my net distributable estate, absolutely, if she survives me.
THIRD. I give, devise and bequeath all the rest, residue and remainder of
my Estate, real, personal and mixed, whatsoever and wheresoever situated, unto
my niece, namely, JOAN M. STAUB, absolutely and in fee simple, if she survives
me.
If the said JOAN M. STAUB does not survive me, then and in that event, I
give, devise and bequeath my said residuary estate unto my niece, namely,
GERALDINE B. EBERT, absolutely and in fee simple, or, if she should not survive
me, then to her issue per stirpes.
LASTLY. I nominate, constitute and appoint my niece, namely, JOAN M.
STAUB, to be the Executrix ofthis, my Last Will and Testament, but iff or any
reason she should fail to qualify as such Executrix or cease so to serve, then and in
that event, I nominate, constitute and appoint my niece, namely, GERALDINE B.
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
EBERT, to be thc Executrix hereof, each and both to scrve without bond or other
security as a condition of qualification hereunder.
IN WITNESS WHEREOF, I, VIOLET A. HALE, have hereunto set my hand
and seal to this my Last Will and Testament, which consists of two (2) typewritten
pages to each of which I have affixed my signature this ~ay ~eber,
A.D. Two Thousand (2000).
V~a.J:kL
VIOLET A. HALE
(SEAL)
The preceding instrument, consisting of this and one (1) other typewritten
page, each identified by the signature of the Testatrix, was on the date thereof
signed, sealed, published and declared by VIOLET A. HALE, the Testatrix therein
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.
~
~J~
-2-
C01\Il\lONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND
)
We, VIOLET A. HALE, RICHARD C. SNELBAKER and JANE J. COONEY,
the Testatrix and the witnesses, respectively, whose names are signed to the
attached or 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 Testament and that she had signed willingly, 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 the Will as a
witness and that to the best of his or her knowledge, the Testatrix was at that time
eighteen years of age or older, of sound mind and under no constraint or undue
inHuence.
tJtit;C a. i-LA
~
Witness
~e~'~
Subscribed, sworn to and acknowledged before me by VIOLET A. HALE,
the Testatrix, and subscribed and sworn to before me by RICHARD C.
.b Oc"'-r
SNELBAKER and JANE J, COONEY, the witnesses, this /Oa day of ~e~\lRl.B€r,
L.A.W OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
2000.
NollIIIuI8oaI
llendra Ie. Showers. "*IY PublIc
~~22,~
~~r, ""~~11~"'!~ A!l'socfatfon at
~CVlY~aOob
Notary Public
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1712.8~060'
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SNELBAKER RICHARD C ESQUIRE
44 WEST MAIN STREET
MECHANICSBURG, PA 17055
_n_n.. fold
ESTATE INFORMATION: SSN: 198-22-9413
FILE NUMBER: 2102-0922
DECEDENT NAME: HALE VIOLET A
DATE OF PAYMENT: 04/28/2003
POSTMARK DATE: 0010010000
COUNTY: CUMBERLAND
DATE OF DEATH: 10/04/2002
NO. CD 002500
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $7,160.88
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$7,160.88
REMARKS: JOAN M STAUB
C/O RICHARD C SNELBAKER ESQ
CHECK#107
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
17 9/- 6-
'v BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
IlEPT. 2BD60l
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RecOrded
Re{li~t.;t
DATE
ESTATE OF
DATE OF DEATH
JUN -6 ^'1 :s,.fILE NUMBER
h, . 'COUNTY
ACN
06-03-2003
HALE
10-04-2002
21 02-0922
CUMBERLAND
101
Allount R...itt.d
'03
RICHARD C SNELBAKER
SNELBAKER ETAL
44 W MAIN ST
MECHANICS BURG
C:en~~
PA 170~\J1ffi'8
'*'
ItEV.15U EX AFP (Gl~DS)
VIOLET
A
J CHANGED
IlJ
12J
13J
14J
15J
16J
17J
.00
.00
.00
.00
179.653.48
.00
.00
18J
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 ~
Rif,,=is4"j-EX--AFP-foF03rNoYiCE--OF-YN"iiEifiTANCE-YA:irAPPiAiSEM'ENT.--ALLOiiANCE-Oii-----------------
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HALE VIOLET A FILE NO. 21 02-0922 ACN 101 DATE 06-03-2003
TAX RETURN WAS: I X J ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. stocks and Bonds (Schadul. B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortg.gas/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule El
6. Jointly Owned ProPerty (Schedule F)
7. Transiers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule Hl
10. Debts/Hortgase Liabilities/Liens ISchedule Il
11. Total Deductions
12. N.t Value of Tax R.turn
13. tharltable/Governaental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously. lines 14. 15 and,or 16. 17. 18 and 19 will
re'flect 'figures that include the total o'f ALL returns assessed to date.
ASSESSMENT OF TAX:
l5. Aaaunt of Line l4 at Spousal rat. Il5 J
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. A~unt of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX C S:
NOTE:
.
INTEREST/PEN PAID I-I
947.37
.00
.00
DATE
12-20-2002
04-28-2003
05-27-2003
NU"BER
CD001973
CD002500
REFUND
19J
1l0J
4,475.19
NOTE: To insure proper
credit to your 8ccountl
sublll t the upper portion
of this forll with your
tax paylltmt.
179,653.48
1;.914 "1(,
173,739.22
.00
173,739.22
00 =
045 =
12 =
15 =
.00
.00
.00
26,060.88
26,060.88
1.439.07
IllJ
Il2J
1l3J
1l4J
.00 X
.00 X
.00 X
173,739.22 X
AMOUNT PAID
18,000.00
7,160.88
47.37-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Il9J=
26,060.88
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
\17- 57-/- S-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
IEV-IU7EXAFPUHIS)
Re. "
fie'.'
'03 JON 30 ,~8 :00
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-09-2003
HALE
10-04-2002
21 02-0922
CUMBERLAND
101
bO\.llt Rellitted
VIOLET
A
RICHARD C SNELBAKER
SNElBAKER ETAL
44 W MAIN ST
MECHANICSBURG
e:en
PA l-itJW~P~~f
H
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account, subnit the upper portion of this for. with YOur tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
REV=ir."ifj-E"x-AFP--foFii3Y------...-iNHERITANcE-i'Ax-sTATEiiENT-i1TAccouifi--.-.-.---------------------
ESTATE OF HALE VIOLET A FILE NO. 21 02-0922 ACN 101 DATE 06-09-2003
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS DF THE STATED ACN IN THE MANED ESTATE. SHOWN BELOW
IS A SUHHARY DF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE DF LAST ASSESSMENT DR RECORD ADJUSTMENT: 05-27-2003
PR I NCI PAL T AX DUE: .......___..___..
26,060.88
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-20-2002 CDOO1973 947.37 18,000.00
04-28-2003 CD002500 .00 7,160.88
05-27-2003 REFUND ,/ .00 47.37-
TOTAL TAX CREDIT 26,060.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
LAW OFTICES
SNEL8AKER
BRENNEMAN
& SPARE
d./- {J;) -9~J..
RECEIPT AND RELEASE
WHEREAS, Violet A. Hale, late of Lower Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, died on
october 4, 2002, having first made her Last Will and Testament in
writing probated before the Register of Wills of said Cumberland
County on October 11, 2002, and Letters Testamentary were issued
on the same date to Joan M. Staub, the Executrix named in the
Last Will and Testament of said Decedent;
and
WHEREAS, said Executrix has entered upon and completed her
administration of said Decedent's Estate as set forth in her
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
person named in the Statement of Proposed Distribution also
attached hereto, both of said documents being incorporated herein
by reference thereto; and
NOW KNOW ALL MEN BY THESE PRESENTS, that I, Joan M. Staub,
being the principal legatee and distributee named in the Will of
said Decedent and the persons entitled to share in the residuary
distribution of the Estate of said Decedent, do hereby declare
and say that I have examined the attached Account and Statement
of Proposed Distribution, and find the same to be true and
correct, and in strict accordance with the terms and provisions
1
of said Will, and I do hereby aCknowledge that I, this day have,
had and received of and from Joan M. Staub, Executrix of the
Estate of Violet A. Hale, the cash, personalty and/or real estate
set opposite my name in the above Statement of Proposed
Distribution, in full satisfaction, payment and discharge of all
such sum or sums of money, legacies and bequests, share or
shares, purports and dividends which were due, owing and payable
and belonging to me, by any means whatsoever, for or on account
of my full share, part or dividend of the Estate of violet A.
Hale, Deceased.
NOW, THEREFORE, I, the said Joan M. Staub, do by these
presents, remise, release, quit-claim and forever discharge the
said Joan M. Staub, her heirs, executors and administrators, of
and from my said shares or dividends of the Estate aforesaid, and
of and from all actions, suits, payments, accounts, reckonings,
claims and demands whatsoever, for or by reason thereof, or of
any act, matter, cause or thing whatsoever, from the beginning of
the world to the day and date of these presents.
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Executrix, as shown by said Account, distributed by the Court of
Common Pleas of Cumberland County - Orphans' Court Division, I do
hereby agree that the foregoing Account and Statement concerning
LAW OFFICES
SNELBAKER
BRENNEMAN
& SPARE
2
LAW OFFICES
SNEL8AKER
BRENNEMAN
Be SPARE
the matter of settlement may be recorded with the same effect
upon me as if the same had been reported upon by said Court, in a
decree of distribution made on such proposed Statement of
Distribution by the said Court of Common Pleas - Orphans' Court
Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that I the said Joan M. Staub, do hereby agree that if
any debts or demands other than those included in the above
referenced First and Final Account, as hereinbefore set forth,
shall be hereafter recovered against the Estate of said Decedent
and be legally payable out of the same, that I will return to the
said Executrix such amounts thereof as may be necessary to pay
such debts or demands.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this S+h day of ~u.z:t
WITNESSED BY:
2003.
~~.~
ftohhv ~ ~~.I-
oan M. taub
(SEAL)
3
LAW OFFICES
SNELBAKER
BRENNEMAN
&- SPARE
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY
CUMBERLAND)
OF
On this the StJ.,
day of ~u.,;t-
2003, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Joan M. Staub, known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
~~~-e~J
Notary Public
: NotarlaI Seal
Sandta K. SI1owers. Nolary PublIC
i MucIa~ BolO. Cl.o.b.la.1d COlInIy
. My CommI8siOll Expires Nov. 22, 2003
','r.m!:!ef, p;.~"!"!~I"I_'} }\.~~~ of
4
ESTATE NO. 21-02-0922
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY JOAN M. STAUB. EXECUTRIX OF
THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF VIOLET A. HALE, DECEASED, LATE OF LOWER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Joan M. Staub, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
October 4, 2002
October 11, 2002
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News
October 25, November 1, 8, 2002
October 22, 29, November 5, 2002
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Citizens Bank, Checking account #6100702669
2. Citizens Bank, Certificate of Deposit # 6140884101
3. PNC Bank, N.A., Certificate of Deposit #21001010842
4. PNC Bank, N.A., Certificate of Deposit #21001012358
5. PNC Bank, N.A., Savings Account #5030010288
6. Old Guard Insurance, refund of unused premium
7. Capital Blue Cross, refund of unused premium
8. Verizon, refund on phone service
9. Connor Rich Associates, refund on medical services paid
10. Capital Blue Cross, refund of unused premium
11. Commonwealth of Pennsylvania, refund on Inheritance Tax
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
$ 36,314.30
20,007.14
20,063.57
20,062.52
82,907.16
67.00
224.90
6.89
156.23
22.00
47.37
$ 179,879.08
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER.
BRENNEMAN
Be SPARE
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Alert Pharmacy at Bethany Village, perscriptions
2. Silver Spring Ambulance, ambulance service
3. PNC Bank, N.A., check printing charge
4. AT&T, phone service
5. Connor Rich Associates, medical services
6. Bethany Personal Care, resident care
7. Register of Wills, Agent, estimated Inheritance Tax payment
8. Register of Wills, Agent, balance of Inheritance Tax
$ 100.97
30.00
8.00
7.54
156.23
1,275.30
18,000.00
7.160.88
Page 1
9. Register of Wills, filing fee for Inheritance Tax Return
10. Bette Singiser, payment of bequest per hem Second of Will
11. Snelbaker, Brenneman & Spare, P.C., attorney services
12. Snelbaker, Brenneman & Spare, P.C., costs advanced:
a. Cumberland Law Journal, adverising Executor's notice
b. Patriot-News, advertising Executor's notice
c. Register of Wills, probate fees
13. Reserve for filing fees, accounting fees and other costs
associated with the administration of Decedent's Estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
75.00
114.19
255.00
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
1. Citizens Bank, Checking account #6100702669, interest
2. Citizens Bank, Certificates of Deposit, interest
3. PNC Bank, estate checking account, interest
4. PNC Bank, Certificates of Deposit and Savings, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONAL TV - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. Greenawalt & Company, P.C., prepartion of Individual Income Taxes
TOTAL, PERSONAL TV, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE -INCOME ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER
BRENNEMAN
& SPARE
The Accountant charges herself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE. INCOME ACCOUNT, DEBITS:
Page 2
15.00
1,000.00
3,500.00
444.19
500.00
$
32,198.11
$
0.74
45.02
1,057.79
105.4 7
1,209.02
$
$
$
150.00
150.00
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
LAW OFFICES
SNELBAKER
BRENNEMAN
8: SPARE
REAL ESTATE - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL. REAL ESTATE, INCOME ACCOUNT. CREDITS:
$ NONE
$ NONE
Page 3
LAW OFFICES
SNELBAKER
BRENNEMAN
& SPARE
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE.
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
RECAPITULATION
Page 4
$ 179,879.08
$ 32,198.11
$ 147,680.97
$
$
1,209.02
150.00
$
1,059.02
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ 148,739.99
$ NONE
$ 148,739.99
LAW OFFICES
SNElBAKER
BRENNEMAN
&: SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Joan M. Staub, Executrix and Accountant herein, proposes to
distribute the balance of the Estate of Violet A. Hale, Deceased, to wit:
$ 148,739.99 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Joan M. Staub
100% of residue as per Item Third of Will
$ 148,739.99
TOTAL FOR DISTRIBUTION:
$ 148,739.99
Page 5
COMMONWEALTH OF PENNSYLVANIA }
SS:
COUNTY
OF CUMBERLAND
Joan M. Staub, being duly sworn according to law deposes and says:
that she is the Executrix of the Estate and under the Last Will and Testament of
Violet A. Hale, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foreqoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of her knowledge, information and belief.
9h;.'- llJ.- M..I-
Joan M. Staub
Executrix and Accountant
Sworn to and subscribed before me
this 5..ll day of ~ 2003
~l1rLr k~~h~n =
Notary Public
Notarial Seal
SandIa K. ShowerS. NotllIy PublIc
~ Bolo, C....oI>..I."o1 CouNy
Wr'J lOll Explres Nov. 22, 200S
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LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 6
Inventory of the real and personal estate of
VIOLET A. HALE. Deceased
PERSONALTY:
1. Citizens Bank, Checking account #6100702669
2. Citizens Bank, Certificate of Deposit # 6140884101
3. PNC Bank, N.A., Certificate of Deposit #21001010842
4. PNC Bank, N.A., Certificate of Deposit #21001012358
5. PNC Bank, N.A., Savings Account #5030010288
6. Old Guard Insurance, refund of unused premium
7. Capital Blue Cross, refund of unused premium
8. Verizon, refund on phone service
$
36,314.30
20,007.14
20,063.57
20,062.52
82,907.16
67.00
224.90
6.89
$ 179,653.48
TOTAL PERSONALTY:
REAL ESTATE:
1 Decedent owned no Real Estate at the time of her death
0.00
TOTAL PERSONALTY AND REAL ESTATE:
$ 179,653.48
Page 1
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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55:
Joan M. Staub
L;K
being duly sworn according to law, deposes and says that s,e ;" t-h", Executrix
of the Estate of Violet A. Hale
late of ----Lmi'aLAL1~T.QWJ)..sJ:liIL---~- Cumberland County, Pa., deceased and that the
within is an inventory made by Joan M. Staub __ _ ., the said Executrix
of the entire estate of said decedent, consisting of all the personal prop.rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Swo rn
and subscribed before mel
~~~~~ 200J
,___h..__
Nmarial Seal .
Sendra K. Showe1s, No(ary Public
. -1icsIlurv Bo(o, CIJnbrland C<ultv
My CommissIOn ExpIres Nov. 22, 2063
a!(l.!'!'!)er, F'~'~"~"~'-:~;",:", ,~"'.,.~.r!:,,:tj.~ot ~1Yi('ts
Date of Oeath
4th
9(rn.A, ?/j ~/J ~.A-
Executor - Administrator
Joan M. Staub
800 ShuleL StLeeL
Mechanicsburg, PA 17055
Address
2002
Day
October
Year
Month
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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STATUS REPORT UNDER RULE 6.12
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Name of Decedent: Violet A. Hale
Date of Death: October 4, 2002
Will No.:
21-02-0922
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
l. State whether administration of the estate is complete:
Yes [] No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No Q
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 [i] No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed w' the Clerk of the Orphans' Court
and may be attached to this re rt.
Date: ~5/0 3
Si
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Richard C. Snelbaker
Name Snelbaker, Brenneman & Spare, P.C.
44 West Main Street
Mechanicsburg, PA 17055
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Address
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(717) 697-B52B
Telephone No.
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Capacity: 0 Personal Representative
!:XI Counsel for personal representative