HomeMy WebLinkAbout01-0672
P~llllON FOR PROBATE and G1U.l.'f1' OF LETI'ERS
Estalll o/~VELYAJ $. Ct.AS5 No. ~/-O' - "..t.
tdso brown as oil To:
~Cf 01 WiDs tor cbe d
r Decm.wd.. County ot Cv lII\ b e'f"- J A ~ in the
Socitz/ Scauity No.. dD 7 - Dcr - 13S' ~ Commonwealth of PamsyMnia
The petition or the undcnicued r~uJ1y reprcsc:nts that:
Your pctitioner(s), who "are 18 years oC ale or older aD the cxec:utOI"..s aamed
in the last will oCthe above decedent. dated 'J)€(€MC3El{ . ~/.5t 199'-:< 119_
and codiciI(s) dated NO C 01>r Crt... 5 .
f;Iwc relcYmt ~ La. fmt1a..;........ dc:u!l of execmar. eIl:.)
Oecendent was domiciled at d~ in Co,,) "" bE:V"\~Y\d c,unty, Penmyl'laDia, with
II e -r . last family or principal residenc: at
(Ilsc street. aumber wi =zx::ipdtr)
Decendent. then 8 ~ years of age, died r-1 A Y ii 00 l
at M 0 CZ . G ~ f1 f . v M - ,j (J:) \J CArotP HIl.L "~ft~G+-l)
Exc...-pt as fonows, deCedent did Dot marr,t'. was not divoro:d and did not have a child born or adopted
after execution of the will offered for probate; was !lot the victim of a killini and was ncver adjudiC3tCd
incompetent:
Decendent at death owtied property with estimated values as fonows:
(If domiciled in Pa.) All personal property
(If not domiciled bt Pa.) Personal property in Pen.o.sytvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in P~lyania
situated as fonows: tV'O f'-Cf't1- E :>mrr;:
S 12:),O[){),
S
S
S
,..-
.
WHEREFORE, pctitioner(s) respectfully reqiJCSt(~rthi:""probate'-or thc'"last""WiIt" "mid'"'Codi'cl(s):-" :":'",-" ~. '.
presented herewith and the grant otletters nSTftIV/EAlTAI{Y
(t"'lt-"Y"''''ry; .d"';";~QIl Cot.a.; IdmiDisauio1a d.b.lLCoLJ..)
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L. Fn..ANI< Co LAS.S --rTT:
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } as
COUNTY OF C.vM5E~LAND
The pet.itioner(s) above-named swear(s) or aIfum(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 represen-
tative(s) of the above decedent petitioner(s) will wen and truly administer the ~e accor~ to law.c
Ail6 """".1f (oJ ""~A",,'1. O~ t>-e>,\(\~IVA.vI"', /VA ';>I1CC.~t).., -I
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Sworn to or afilnI1ed and sub~--n"b<:d i' tA. ~ "$r 0 F ~ 1.AI'~""T Co
before me this 25th day of ~
. June ~2001 ~
~C4~/) - ~
-- " \. t:'
~o. 21-01-672
Estate of !;;\fG.'L YIJ S. CLASS
. Decessed .
.
DECREE OF PROBATE AND GRANT OF LETrERS
I
AND NOW - Jul v -1 R ~ 0 0 ( . ID considcra!ion ot the petition OIl
tho reve:De side hcn:ol. sadsta=i7 proof buiq bee ~ Wore me, .
rr IS DECREED that the iDsUumcm(s) da;1!J/J be-c.€M5EI( .3 {. 1~'fA.
dacribed ~ be admitted to probe and liJcd ot record as the last will or IE VEL Y tJ S. C L ,q..::...s
IDd IAters 77:ST/..l McNT1+ R'I
Ire hereby sranted to AIf.f;",s-f -r1"\JsT .(' 01l'lfAny t'}.f' ~YlI1.s~,( \IAN/A, N Pr.) 'S1lC.C.-#>5DI" +0 "b1>f*Tt'
C.PR-ANK C LAS.S. J~ ~ C. FR.A,.Jl<. GL-4S5;:IIL
017 Q.. =,,~..h ~.\
FEES
Probate, Letters, Etc. ......... $ 235.00
Short Certific;ate:s(S) ... ....... S 15.00
~ ..~Qp.r.R~... .. .. $ 4.00
x-pages S 9.00
JCP TOTAL _I 5.00
filed 4 .~Xl.~ c f9.QJ.. . ......... ??~: 9.~."
An'ODlE'! (Sap._~ Y?. No.)
/300 LXIV 6-L€"..S77>t.VN R'J:> H&G- 1'4 17/10
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ADDRESS
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PHONE
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WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEAl.TH OF PENNSYLVANIA
DEPARTMENT OF HEAL TH V'TAL RECORDS
0E=RT ~ 10
V _, ,\l,
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
21-01-672
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Sf<'~ SOCtai Security No. ...g.e>/- 0 r. =/J'?'~____...~_. Date of Deatil_____~__:-!:J:'.__:c:5...!..____
Date /o.:~?=~f__.__ BirthPlaCe~~J~~;A.--.-------._-...,...... . -.------.-------.--.----
Place DCdjh ~ ~Q.1:;;~4?~---..---.--~~6/~<<!'..d......-. .~-"t.c~~('..---.....J:~~nm;YlvanlC!.
Fl8ce~/Az::/AE; .. Occupation _._./zi~~~~"'-
Decedent's
Manta! Status /2fA/!-~~cL... Mailing Address
Armed Forces? (Yes or No) _._____.________.
Part 1.
in,rTlediJte Cause
,...ZZ(, bt/4{~<J:-f;---.-.~~~"fC---.-.__.-4c -!..7tJ V..s
I=unera: Dlrenor _.L1frc?iAd ~~ J1~d..li_._____._______
.~&,;e~~.:.A'-&~~4z..A---..---.-----
!nterval Between
Onset and Death
Info rme ntc;.;.,/~ .-(.If. C4.,.['.L..J-~-'-.--.--..--.--
f\Jarne and Adnrpss Of " -
Funera: Establishment .-d, h~ d2~,-'::-.L_~ ~,-~-€.
0~~~.~Ak~€.~.-d?~~/~"Jr.Z?21:.
I.h.i.
Part II
ether ';!gnificant Conditions
Ma".ner Of Dean!
Descnbe how injury occurred,
t\jaturai
~~
Homicide
A":~cid~~;nr
Pending Investigation
Could not be Determined
i\J,j,rliE3 and
tie
Certfler __..____.____._~.d:.22~g~cij/~---..-------.
(M.D. D.o. Coroner, ME)
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T ! is 0 certify that the information here g: en ii', C fro tly copied from an 0 :glnal certlf cate
()f de,lUl u!y filed With me as Local Regi:.;trar Tne 'Ig:nai certificate wil! be forwarded to the
':,1;-) \/ ta Records Office fo' pe"mane r
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LAST WILL AND TESTAMENT
OF
EVELYN S. CLASS
I, EVELYN S. CLASS, of Marysville, Perry County, Pennsylvania,
being of sound mind, memory and understanding, do make this my Last Will
and Testament, hereby revoking any prior Wills.
FIRST: I direct that the expenses of my last illness and
funeral shall be paid from my estate as soon after my decease as may be
convenient.
1. I direct that arrangements be made for my burial in
the Rolling Green Cemetery.
SECOND: I give, devise and bequeath the sum of $10,000.00 and
any personal effects, consisting of clothing, jewelry and furs, owned
by me at the time of my death, to my friend and neighbor, FLORENCE
EVELYN MATTER, providing she survives me by ten (10) days.
THIRD: I give, devise and bequeath the sum of $10,000.00 to
my brother, DONALD E. STRAW, providing he survives me by ten (10) days.
my nephew,
days.
FOURTH: I give, devise and bequeath the sum of $10,000.00 to
PAUL FETTERMAN, JR., providing he survives me by ten (10)
effects,
property
husband,
FIFTH: I give and bequeath any automobiles, any household
including furniture, appliances, and other tangible personal
of like nature, together with the insurance thereon, to my
C. FRANK CLASS, JR., providing he survives me by ten (10) days.
SIXTH: All the rest, residue and remainder of my estate,
real, personal and mixed, of whatsoever nature and wheresoever situate,
I give, devise and bequeath as follows, viz:
1. One-half thereof to my husband, C. FRANK CLASS, JR.,
providing he survives me by ten (10) days.
2. The other one-half thereof (and the entire residue
of my estate if my husband, C. FRANK CLASS, JR., predeceases me or fails
to survive me by ten (10) days) to the following, viz:
a. To WESLEY UNITED METHODIST CHURCH OF MARYSVILLE,
PA. - 20X thereof.
b. To THE EASTERN SEAL SOCIETY FOR THE HANDICAPPED
INC., OF HARRISBURG, PA. - 20X thereof.
c. To ELIZABETHTOWN CRIPPLED CHILDREN'S HOME OF
ELIZABETHTOWN, PA. - 20Y. thereof.
d. To CENTRAL PENNSYLVANIA LUNG AND HEALTH SERVICE
ASSOCIATION OF PENNSYLVANIA - 20Y. thereof.
e. To AMERICAN BIBLE SOCIETY OF NEW YORK, NEW YORK
- 20Y. thereof.
3. If any of the above named charitable entities should
not be in existence at the time of my death, or, if in existence, should
not be qualified as a charitable entity under the Internal Revenue Code
of the United States, then the share of any such entity shall lapse and
pass to the remaining charitable entities.
SEVENTH: The interests of the beneficiaries under this my
Will shall not be subject to anticipation or to voluntary or involuntary
alienation.
EIGHTH: I direct that all taxes that may be assessed in
consequence of my death, with respect to the property passing under this
my Will, shall be paid from my residuary estate as part of the expense
of the administration of my estate.
NINTH: In addition to powers granted by law, my Executors
shall have the following powers, viz:
1. Compromise. To compromise claims and controversies.
2. Sell, Exchange or Lease. To sell at public or
private sale, to exchange or to lease for any period of time any real
or personal property for such prices and upon such terms as they may
deem proper, and to give options for such sales, exchanges or leases.
3. Distribution. To make distribution in cash or in
kind, and to postpone distribution by agreement with any beneficiary.
4.' Investments. To accept in kind, retain, invest in
and reinvest in any form of property, including the capital stock of the
corporate fiduciary, without being limited to legal investments and
without regard to any principle of diversification, risk or
productivity; to exercise all rights of ownership in respect to such
investments, and to hold investments in the name of a nominee.
TENTH: I nominate, constitute and appoint my husband, C.
FRANK CLASS, JR., my step-son, C. FRANK CLASS III, and DAUPHIN DEPOSIT
BANK AND TRUST COMPANY, a Pennsylvania banking cor
poration, as Executors under this my Will.
1. My Executors shall not be required to furnish a bond
in any jurisdiction in which they may act, but if a bond is nevertheless
required, it shall be without surety.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~A~y of December, 1992, at the end hereof, composed in all of
four ~) -~ages.
Ev~ti~}~
(SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testatrix,
as and for her Last Will land Testament, in the presence of us, who, at
her request, in her presence and in the presence of each other, all
being present at the same time, have hereunto set our hands as
witnesses.
:::: ~1~ :dddd::::
Name
Address
COMMONWEALTH OF PENNSYLVANIA
: 55.
COUNTY OF DAUPHIN
I, EVELYN S. CLASS, Testatrix, whose name is signed to the
foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last
Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein contained.
Sworn or affirmed to and acknowledged before
day of December, 1992
me,
this 31 s"T
IUu);f~,
Notary Public
My Commission Expires:
: S5.
NOTARI,\L SEi'lL
HELE:--1 R BLOOM. Not:1ry Public
Citv of Hamsbura. Dauahln CounN
Mv CommisSion Exair85 P-i12rcn , O. "995
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF DAUPHIN
)
(
We, /) / C ,-: II '( r and Leslie B. Handler, two of the
witnesses whose names r signed to the foregoing instrument, being duly
qualified according to law, do depose and say that we were present and
saw the Testatrix, EVELYN S. CLASS, sign and execute the instrument as
her Last Will; that she signed willingly, and that she executed it as
her free and voluntary act for the purposes therein contained; that each
of us, in the hearing and sight of the Testatrix, signed the Will as
witnesses; and that to the best of our knowledge, the Testatrix was at
that time eighteen (18) or more years of age, of sound mind, and under
no constraint or undue influence.
Sworn to and subscribed before me
3/41' day of December
this
1992.
(UuJ I!..~
Notary Public
NOTARIAL SEAL
HELE\J R. SLCmJ1 Notary Public
C:r;/ of H:arnsbcrg, D3!~8r1!,~ Courrl
~Av Comr:J:ss:lon E\!)ire~) ('ilcrC~1 1 D, i "995
My Commission Expires:
(
--
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
Will No.
To the Register:
Evelyn S. Class
5-24-2001
2001-00672
Admin. No. 21-01-0672
I certify that the notice of (beneficial interest) estate administration required by
Rule 5.6 (a) of the Supreme Court, Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned Estate on September 7, 2001:
Name
C. Frank Class, Jr.
Donald E. Straw
Florence Evelyn Matter
Wesley United Methodist Church of
Marysville
Easter Seal Society of Harrisburg
American Lung Association of P A -
Central Region
American Bible Society of New
York
Address
771 Walton Street, Lemoyne, P A 17043
3200 Batesfield Road, Harrisburg, P A 17109
770 Valley Street, Marysville, P A 17053
450 Sylvan Street, Marysville, P A 17053
331 Bridge Street, New Cumberland, P A 17070
6041 Linglestown Road, Harrisburg, P A 17112-1208
1865 Broadway, New York, NY 10023
Notice has now been given to all persons entitled thereto under Rule 5.6 (a)
except, Paul Fetterman, Jr., and Crippled Children's Home of Elizabethtown, PA.
We have been unable to locate these beneficiaries.
Date: 11-19-01
Signature
Title
'Vd ;.
Name:
Address:
f)'lPI18QUIt}#J
'>~Jai~elephone:
Z 1: (d 6l AON to C t
. apaci y:
~:i;'
JO .
t,':,~,~:6~H
. .;,.)jo~.eH
....
J ph A. Macri
ice President & Trust Officer
Allfirst Trust Company of Pennsylvania, N.A.
P.O. Box 2961,
Harrisburg, PA 17105-2961
(717) 255-2174
-L Personal Representative
_ Counsel for Personal Representative
JRD/June 30, 1992/17858
NOV 0 6 2001
In Re: Estate of Evelyn S. Class
Late of Camp Hill Borough
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-01-672
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Allfirst Trust Co of P ANA
Counsel for Personal Representative: Leslie B. Handler Esq
Date of Grant of Original Letters: July 18, 2001
Date of Delinquency Notice: October 28,2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on October 15" 2001, and that the ten
(10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e)
the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: November 6, 2001
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ~~ ~ I ,;2tJoi at 9 ,3 cJ In Courtroom No.3. If the
Certification of Notice is filed prior to the hearing date, the hearing will automatically be
cancelled.
Geor
Ok ~~.d2 \ \.-lGt - [) l
PLEASE FILE THIS REPORT WImIN TWO YEARS OF DATE OF DEATH
REGARDLESS OF THE STATUS OF mE ESTATE. IF ESTATE IS NOT
COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Evelyn S. Class
Date of Death: 5/24/2001
Estate No. 2001-00672
Pursuant to Rule 6.12 of the Supreme Court, Orphans' Court Rules, I report the
following with respect to completion ofthe administration ofthe above-captioned Estate:
1. State whether administration of the Estate is complete: Yes
No -.X....
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: September. 2002.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
c. Did the personal representative state an account informally to the parties in
interest: Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: February 22. 2002
F Gc 1~~'
,..-
\',l
(Y)
CL
Name:
Joseph A. Macri,
Vice President & Trust Officer
213 Market Street
Harrisburg, PAl 7101
(717) 255-2174
N
'N
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LJ.J
l..J..
Address:
Telephone:
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Capacity:
x Personal Representative
Counsel for personal representative
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(1
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ALLFIRST TR CO OF PA NA
213 MARKET ST
HARRISBURG, PA 17101
u______ fold
ESTATE INFORMATION: SSN: 207 -09-1392
FILE NUMBER: 2101-0672
DECEDENT NAME: CLASS EVELYN S
DATE OF PAYMENT: 02/22/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: OS/24/2001
NO. CD 000883
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,361.25
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ALLFIRST TRUST CO OF PA NA
CHECK# 20286723
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$4,361.25
MARY C. LEWIS
REGISTER OF WILLS
o
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Evelyn S. Class
No. 2001-00672
also known as
Date of Death OS/24/2001
,Deceased Social Security No. 207 - 09 -13 92
C. Frank Class, Jr. and C. Frank Class, III, and A11first Trust Company of PA, N .A.,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
I.D. No.:
204269160
of PA, N.A.
Name of
Attorney:
Handler, Henning and Rosenberg
Address:
1300 Ling1estown Road
ra
,.----=:: ...-:
. Frank Class, III
213 Market Street
Address:
Harrisburg, PA 17110
Harrisburg, PA 17101
Telephone: 717/238-2000
Telephone: 717/255 - 2174
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
170,521.20
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems. Inc.
FormilRW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Evelyn S. Class
OS/24/2001
Cumberland
CASH:
Waypoint Bank Certificate of
Deposit #554311046
50,148.08
Waypoint Bank Certificate of
Deposit #7100002159
50,485.59
Waypoint Bank Savings Account
#0500115598
36,158.03
PERSONA~ PROPERTY:
Ladies Diamond Ring -
Appraised Value
1,000.00
Old Fur Coats - Appraised
Value
75.00
STOCKS/LISTED:
1,200 shares Allied Irish Bks Plc
Spans ADR
26,712.00
500 shares Waypoint Bank
5,942.50
TOTAL RECEIPTS OF PRINCIPAL. ..............
1
136,791.70
1,075.00
32,654.50
170,521.20
I~-O)-</.y~ ~
\ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'02
'DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
.c .:<_
'.)~UNTY
ACN
04-08-2002
CLASS
05-24-2001
21 01-0672
CUMBERLAND
101
",y)
1\1 L 12
P 1
JOSEPH A MACRI
ALLFIRST TRUST
213 MARKET ST
HBG
CO OF PA "
t...i ~
eU
PA 17101
REV-15A7 EX AFP (01-02)
EVELYN
S
Amount Remitted
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 ~
RE-V'= iS4-j-E3t-AFP--COY:02Y-NOYicE--Oi=-YNHEifiTAN-CE-TAX-'A-PPRAisEi'-ENT~--ALi-oWAN-CE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CLASS EVELYN S FILE NO. 21 01-0672 ACN 101 DATE 04-08-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
.00
32,654.50
.00
.00
137,866.70
.00
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
19,762.62
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) ClO) 25,536.86
11. Total Deductions (11)
12. Net Value of Tax Return Cl2)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax Cl4)
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
170,521.20
41i.?99.48
125,221.72
47,073.36
78,148.36
Cl5)
Cl6)
Cl7)
Cl8)
47,073.36 X 00 .00
.00 X 045 = .00
10,000.00 X 12 = 1,200.00
21,075.00 X 15 = 3,161.25
Cl9)= 4,361.25
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2002 CDOO0883 .00 4,361.25
TOTAL TAX CREDIT 4,361.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
REV-1470 E.X ({>-~8)
* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
EVELYN S CLASS 2101-0672
REVIEWED BY ACN
John Kealy 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
Page 1
REV-1S00 EX + (6-00)
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R D
E E
S N
T
C
o
M
P
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A T
X A
T
I
o
N
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
CI/
OFFICIAL USE ONLY
/6~;;. 4'-/.. S'
FILE NUMBER
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME\LAST, FIRST,AND MIDDLE INITIAL)
Class Eve1
DATE OF DEATH(MM-DD-YEAR}
COUNTY CODE
2001- 006 72
YEAR
NUMBER
DATE OF BIRTH (MM-DD-YEAR)
SOCIAL SECURITY NUMBER
207-09-1392
THIS RETURN MUST BE FILED IN OUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a living Trust
(Attach copy of Trust)
010. Spousal Poverty CredIt 0 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1.95) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED.,ALL eORREsPONDENCE& CoNFIDEN'rIAL TAX INFORMATION SHOULD BEIlIREC1jED TO:
NAME COMPLETE MAILING ADDRESS
Class Jr., C. Frank
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
o
(Attach copy of Will)
o 9. L1tlgation Proceeds Received
Jose h A. Macri
FIRM NAME (If Applicable)
A11first Trust Com an
TELEPHONE NUMBER
of PA, NA
213 Market Street
Harrisburg, PA 17101
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55 - 21 4
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)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus Line 13)
(1)
(2)
(3)
NOne
,
32 , 654'. 50
None
(4)
(5)
None
137,866.70
(6)
None
None
19,762.62
25,536.86
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. 'M!$l:l$~!I!!$r!i\I!I"
to.'AN$Wi:l:l:.(U;:QIli($i'll:IN$!ON
195-07-4922
3. date of death
. Remamder Return rlor to 12-13-82}
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
:t
OFFIC~ USE ONLY
-r-}
m
CD
N
''oJ
"0
Cd
(X
(8) 170,521. 20
(11) 45.299.48
(12) 125,221.72
(13) 94,146.72
(14) 31,075.00
47,073.36 X .0 0 (15) 0.00
0.00 X .045 (16) 0.00
10,000.00 X .12 (17) 1,200.00
21,075.00 X .15 (18) 3 .161. 25
(19) 4,361.25
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
"
711 Walton St, ,
CITY I STATE I ZIP
Lemovne PA 17043
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
4,361.25
Total Credits 1 A + B + C) (2)
0,00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( D + E) (3)
4. If Line 2 is greater than line 1 + line 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WillS, AGENT
0,00
0.00
4,361.25
0.00
4,361.25
"'iii'i~iti~~~~"~~~!!!~~!!~~~m~~t't'~!1~~!!~8'~~~~~~~'i~~i~t~~!I,~~i~ "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an ~in trust fo( or payable upon death bank account or security at his
or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
Yes No
~~
D
D
D
~
~
~
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 beJlef, It is true,
correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSI LE-
e-
c__-~-=---r
Allfirst Trust Company of PA, NA
C. Frank Class, Jr.
- - -C: - F-r~nk -ci~ss; - -f i (_U - - - - - - - - - - - - - - - - - - - - - --
Allfirst Trust Company of PA, NA
213 Market Street
DATE
DATE
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) 11.1) W].
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) Oi)]. 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, 9'16(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00)
REY.1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Evelyn S. Class
SS# 207-09-1392
OS/24/2001
2001-00672
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION VALUE AT DATE
UNIT VALUE
NUMBER OF DEATH
1 1,200 shares Allied Irish Bks PIc Spans ADR, GUSlP 26,712.00
11019228402
2 500 shares Waypaint Bank, CUSIP #946756103 5,942.50
TOTAL (Also enter on line 2. Recapitulation) 32,654.50
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1503 EX (Rev. 1-97)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Evelyn S. Class
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSfl 207-09-1392
OS/24/2001
FILE NUMBER
2001-00672
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Waypoint Bank Certificate of Deposit #554311046
VALUE AT DATE
OF DEATH
50,148.08
2
Waypoint Bank Certificate of Deposit #7100002159
50,485.59
3
Waypoint Bank Savings Account #0500115598
36,158.03
4
Ladies Diamond Ring - Appraised Value
1,000.00
5
Old Fur Coats - Appraised Value
75.00
TOTAL (Also enter on line 5, Recapitulation) S 137,866.70
(If more space is needed, insert additional sheets of the same size)
Copyrfght{c) 1996 form software only CPSystems, Inc. Form REV-150a EX (Rev. 1-97)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Evelyn S. Class
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSfI 207-09-1392
OS/24/2001
FILE NUMBER
2001-00672
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Michael J. Shalonis Funeral Home - Funeral Expense
2,200.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) Allfirst Trust Company of PA, NA
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 213 Market Street
City Harrisburg State PA Zip 17101
8,400.00
Year(s) Commission Paid:
2.
3.
Attorney's Fees Handler, Henning & Rosenberg
Family Exemption: (tf decedent's address is not the same as claimant's, attach explanation)
Claimant C. Frank Class, Jr.
Street Address 771 Walton St.
City Lemoyne State PA Zip 17043
Relationship of Claimant to Decedent Spouse
5,040.00
3,500.00
4.
Register of Wills
268.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Baker & Price Jewelers
Appraisal Fee
21.20
2
Cumberland Law Journal
Publication
Cost of Advertising and Proof of
75.00
3
The Patriot News Company - Cost of Advertising and Proof of
Publication
258.42.
TOTAL (Also enter on line 9. Recapitulation) $ 19,762.62
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, I nc. Form REV-1511 EX (Rev. 1-97)
Estate of: Evelyn S. Class
Soc Sec #: 207-09-1392
Date of Death: OS/24/2001
Item Description
if
Continuation of Schedule H-B4
(Probate Fees)
Amount
1 Cumberland County Register of Wills - Probate Fee
268.00
268.00
REV-1S1Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Evelyn S. Class
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSII 207-09-1392
OS/24/2001
FILE NUMBER
2001- 00672
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Manorcare - Medical Expense incurred prior to Date of Death
AMOUNT
25,013.15
2
Neighborcare - Medical Expense
523.71
TOTAL (Also enter on fine 10, Recapitulation) $ 25,536.86
(If more space is needed, insert additional sheets of the same size)
Copyright(c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX +(9-00)
ESTATE OF
Evelvr S. Class
COMMONWEALTH OF PENNSYLVANIA
INHERITANCET/(X RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
SSIf 207-09-1392
OS/24/2001
FILE NUMBER
2001-00672
RELATIONSHIP TO OeCEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS {Include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2}]
1
Donald E. Straw
3200 Batesfield Road
Harrisburg, PA 17109
Brother
$10,000
Cash Bequest
2
Florence Evelyn Matter
770 Valley Street
Marysvile, PA 17053
Friend
$10,000
Cash Bequest
Furs $75
Ring $1,000
3
Paul Fetterman, Jr.
Friend
$10,000
Cash Bequest
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS.
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1 C. Frank Class, Jr. 50% share of
771 Walton St. Residue
Lemoyne, PA 17043 47,073.36
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Wesley United Methodist Church of
Marysville'
450 Sylvan Street
Marysville, PA 17053
20% of 50%
share of
Residue
9,414.67
Total of Continuation Schedule(s)
37,658.69
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyrfght(c) 2000 form software only The Lackner Group, Inc.
94,146.72
Form REV-1513 EX (Rev. 9.00)
Estate of: Evelyn S. Class
Soc Sec #: 207-09-1392
Date of Death: OS/24/2001
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item
#
Description
Amount or
Share of Estate
2
Easter Seal Society of Harrisburg
331 Bridge Street
New Cumberland, PA
20% of 50%
share of
Residue
9,414.67
3
American Lung Association of PA -
Central Region
6041 Linglestown Road
Harrisburg, PA 17112-1208
20% of 50%
share of
Residue
9,414.67
4
American Bible Society of New York
1865 Broadway
New York, NY 10023
20% of 50%
share of
Residue
9,414.67
5
Elizabethtown Crippled Children's Home
of Elizabethtown, PA
20% of 50%
share of
Residue
9,414.68
37,658.69
'JUN-f5-0J FRI 09:11
HANDLER HENNING ROSENBER
FAX NO. 7172333029
P.02/05
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LA5T WILL AND
OF
SVELYN S.
TESTAMENT
CLASS
I, EVELYN S. CLASS, Q~ Harysville, Perry County. Pennsylvania,~
being ot sound mind, memory and understanding, do make this my Last. W1l~
and Testament, hereby revoking any prior Wills.
FIR5T~
funeral shall be
c:o'l'\vcn\:1.~nt_
I direct., t.hat. t.he L'xpenses of my last illness ar'd
paid from my estate as soon after my decesse ss,~ay be
1. I direct that arrangements be made for my burial in
the ROlling Green Cemetery.
SECOND' I give, deVise and bequeath the sum of $10,000.00 and
any personal effects, consisting af clothing, jewelry and ~urs, owned
by me at the t..ime o~ my deat.h, t.o my fr.iend and ne:l.ghbor. FL..ORENCE
EVELYN HATTER, proviaing she survives me by ten (10) days.
--:
THIRD' I give, dev:l.se and bequeath the sum of $10,000.00 t.o
my brother, DONALD E. STRAW~prov1ding he surv~ves me by te~ 110) daya.
......
,
'.:
my nephew,
days.
FOURTH, I g:l.V9, devise and bequeath the sum pi $10,000.00 to
PAUL FETTERMAN, JR" prov1d:l.ng h~ survives me by ten (10)
effects,
property
~ husband,
FIFTH: I give Qnd bequeath any autpmpb:l.~e~, any household
including furniture, appliances, and other tangible personal
of like nature. together with the insurance thereon, to my
C. FRANK CLASS, JR., provid:l.ng he survives me by ten (10) days.
SIXTH:
real, personal ana
I give, devise and
All the rest, residue and
mixed, 0% whatsoever nat.ure
bequeath as ~ollo;B, viz:
remainder of my estate,
and wh.r~soever s:l.tuat.e,
1,' One-half thereof to my husband, C. FRANK CLASS. JR..
providing he aurv:l.ves me by ten (10) daYB.
2. The ot.her one-half thereof (snd the entire residue
of my estate ~~ my husband, C. FRANK CLASS, JR., predeceases me ar fails
to survive me by t.en (10) days) to th~ ~ollow1ng, viz:
a. To WESLEY UNITED METHODIST CHURCH OF lfARYSVIL.L.E,
PA. - 20X thereoi.
b. To THE EASTERN SEAL SOCIETY FOR TH~ HANDICAPPED
INC.. OF HARRISBURG, PA. - 20~ thereo~.
1.~ g. \}'J"
JUN-f5-0.1 FRI 09: 11
HANDLER HENNING ROSENBER
FAX NO. 7172333029
P.03/05
, .
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c. To ELI2ABETHTOWN CRIPPLED CHILDREN'S UOKE OF
ELIZABETHTOWN, PA. - 20X ~hereo%.
d. To CENTRAL PENNSYLVANIA LURG AND HEALTH SERVICE
AgSOCIATION OF PENNSYLVANIA - 20Y. ~hereo%.
~. To AftERICAN BIBLE SOCIETY OF HEW YORK, HEW YORK
- 2OY. t.hereof.
3. I~ any o~ th~ a~ove named char1tab~e entities should
not be in existp.nce at the time of my death, or, if in existence,.9hould
not be qualified as a charitable en~ity under ~he In~ernal Revenue Code
ox tne United States, then the share 0% any such entity shal~ ~apse and
pass to the remaining charitable entities.
SEVENTH: The interests 0% the benexiciaries under thiS my
Wi~l shall not be subject to anticipation or to voluntary or involuntary
alienation.
EIGHTH: I direct that all t.axes that. maybe assessed in
consequence of my death, with respect to the property passing under this
my Wi~~, shal~ be paid ~rom my residuary &stat~ as pnr~ o~ the eKpense
of the adminia~ration o~ my ~state.
NINTH# In addition ~o po~ers granted by ~DW, my EKecutors
sha~~ have the ~ollowing powers, viz.
1. Compromise. To oompromise c~aims and controvorsios.
2. Sell, Exchanqe or Lease. To sell at pUblic or
private sRle, to e~change or to lease ~or any period of time any reel
or personal property ~or auch prices and upon such terms as they may
deem proper, and to give options for such sales, exchanges or leases.
3. Dis~ribu~ion. To ....ke diotribution in cesh or in
kind, and to postpone distribution by agreement With any benex1ciary.
4. . Investment.... To accept in kind, r..~ain, invest in
and reinvest in any form of property, including the capital stock of the
corporate :fiduciary, without being limited to legal investments and
without regard to any princip~e of diversification, risk Dr
product.ivity; to eKercise all ri9h~s 0% ownership in respect to auch
investments, and to ho~d investments in the name of a nominee.
/' TENTH# I nominate, constitu~e and appoint my husba"c, C.
v'FRANK CLASS, JR., my step-son, C. FRANK CLASS III, and DAUPHIN DEPOSIT
BANK AND TRUST COMPANY, a Pennsylvania banking CQr
.Iporation, as E~ecutor~ under ~hi~ my Wi~l.
JUN-!5-0! FRI 09:12
HANDLER HENNING ROSENBER
FAX NO. 7172333029
P.04/05
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~. My Exqpu~or. sha~~ no~ be r.qu~r.d ~o xurnish a bond
in any jur1sdic~1on in which they may act, but i~ a bond is neverthe~esB
required, it shall be without surety.
~1,.t-
four
IN WITNESS WHEReOF, I
day oX December, 1992,
(4) pagee.
have hereunto set my hand and aea~ ~hi~
at the end hereof, composed in all or
ISI F.ve bl} So Cla.o;s
E:ve~yn S. C~a....
(SEXl)
.'
SIGNED, SEALED, PUBLISHED and OECLAA~D by tha sbove named Testatrix,
as and for her Last W1l~ land Testament, ~n the presence of us, who, at
her request, :l.n her presence and in the pI'esence of each other, all
being presen~ at the same time, have hereunto set our hands as
witnesses.
Name ISI Nancy Koehler
Name /S/ Leslie S. Handler
Address
('-"/In Hill. Pa.
flarrisburg, Pa.
AddI'eSs
Name-
Addre....
'JUN-15-Q.1 FRI 09: 12
HANDLER HENNING ROSENBER
FAX NO. 7172333029
P.D5/05
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COaftONWEA~TK OF P~NN5YLVAHIA )
: 55...
COUNTY OF DAUPHXN
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t, EVELYN S. CLASS, Tea~B~ri~, whoae name is ~ig"ed to the
:foregoing :l.na'l:rumen'l:, having !:leen duly qual:l.:fied according '1:0 law, .do
hereby acknowledge that I'signed and executed the instrument as my Las~'
"vIill; that I signed it willingly; and that I signed it as my f'r..e and"
voluntary act :!or the pu~poses there:l.n c:onta:l.ned.
, ,",
Sworn or af'!:l.rmed to and acknowledged before me, thia3lst/'
day o:f December, 1992
!S! Helen R. Blnnn /
Ho~ary Publio I
(
~y Commiss1on Expires~
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COUNTY OF DAUPHIN
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\ NOTAP.lAL SE,,\~ I
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C,!' c' '.... ",'':..:,1..;''-;: :)~o,:p.~ 11 C":'l ":" r:. I
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COM~ONWEALTH OF PENNSYLVANIA )
~ SS..
We, N..n.-y Jr"""l,,~ and L....li.. B. Handler, t.wo of t.he
w:l.tneaees whose name.. are e:l.gned to the foregoing :l.n.~r~ment, b~~ng duly
qual:l.:f:l.ed according to law, do depose and say that we were present and
saw the Testatrix, EVELYN S. CLASS, sign and execute the instrument as
hp.r Last Will; that ah.. signed willingly, and that she e~ecuted it as
her :free and vol~n~ary act :for the purposes ~herein contained; that each
of us, in the hearing and sight of the Testatrix, signed the Will as
witnesses: and that to th.. beet of our knowledge, the T..g~atrix Va8 at
that ~ime eight.een (12) Or more years 0% age, of Bound mind, and under
no constraint. or undue in:f1uence.
ISI Nancy Koehler
Witness
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\. Sworn i:.o ,a..n"d aubscr-i.bed. bc;fore m.e!'
/S/ Leslie Do Handler
Witness
this 11~1"
day of December
1992.
IS! Helen R. Bloom
Notary Public
~y Commission Exp1re..:
-, NOTAl'lfAl. SEA\.
~1 ~ R. BLOOM. No~ :::~ciic
\ CitY oi H:2.--n~"9. Qeuc.~l'! Cc~~t=t.._
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iii allfust
Memorandum
To:
From:
Date:
Subject:
Shawn Funk
Sue Kimble
January 24, 2002
Estate of Evelyn S. Cass
Per your inquiry dated January 16, 2002 please be advised that at the time "Of death, the above-named decedent bad
on deposit with this bank the following:
1.
2.
Type of AccOWlt
Relationship Checking W/Interest
Account Number
0091817730
Ownership (Names oj)
Evelyn S Qass. Owner
C Frank Class, Jr, Owner
09/02/98
Opening Date
Balance on Date of Death
$3,525.63
Accrued Interest
$ 1.30
Total
$3,526.93
Type of Account
Mo~ey Fund Alternative
Account Number
0098286714
Ownership (Names oj)
Evelyn S Class, Owner
C Frank Class, Jr, Owner
09/02/98
Opening Date
Balance on Date of Death
$59,599.99
$ 116.19
Accrued Interest
Total
$59,716.18
If you need further assistance, please do not hesitate to contact me at 501-2909.
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LOOK FOR US. WE'LL GET YOU THERE.
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08/28/2001
ALLFIRST TRUST
213 MARKET ST
HARRISBURG PA 17101
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The information which you requested on the account(s) of EVEL YN CLASS ESTATE
(Social Security Number 207-09-1392) is/are as follows:
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Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of 36158.03
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
0500115598
SAVINGS
11/21188
36 I 58.03
554311 046
CERTIFICATE
05/30/97
50000.00
148.08
50148.08
7100002159
CERTIFICATE
08/31/00
50000.00
485.59
50485.59
,
SOLE
SOLE
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
Infonaation
Requested
PLEASE COMPLETE W.9
Si~re1Y, /. ~
KA~ouJG 1
SENIOR SERVICES REP.
RO. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711
Toll FrEE I-B66-WAYPOINT (I-B66-929~646) . www.waypolntbank.com
to.~ ,\,,,\
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f!JJaklt I fJil(~JEWELERS
144 SInIWlMrry Squa..
-Since 1939-
. Hanlsburg. PA 17101
.
Phane 232-3425
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February 19, 2002
Estate of Evelyn Class
Ladies' Diamond Rinq: Ladies' 14 Kt yellow gold seven diamond
cluster ring. The cut is round, color H, clarity 12 and the
total diamond weight is 1.00 ct. The present replacement
value would be $1,000.00 not including PA state sales tax.
We hope this supplies all the necessary information and thank you
for allowing us to be of service.
Sincerely,
Baker & Price Jewelers
/-? ~
By- ,,' J y l;XrAl
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,
Due to the fluctuation in prices of gem stones and metals the
above figures reflect our best estimate of replacement at current
market values.
[IJ
Estate of Evelyn S. Class
File #2001-00672
C. Frank Class, Jr, co-executor, received from Muscalus Furs an oral appraisal, the result of
which determined that three furs being very old and in very poor condition had a maximum
worth of $25 per fur.
~~
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. J eph A. Macri (
Vice President and Trust Officer
LAST WILL AND TESTAMENT
OF
EVELYN S. CLASS
I
(
I, EVELYN S. CLASS, ox Harysville, Perry County, Pennsylvania,
being ox sound mind, memory and understanding. do make this my Last Will
and Testament, hereby revoking any prior Wills.
FIRST:
xuneral shall be
convenient.
,
I direct that the expenses ox my last illness and
paid xrom my estate as soon axter my decease as may be
1. I direct that arrangements be made xor my burial in
the Rolling Green Cemetery.
SECOND: I give. devise and bequeath the sum of $10.000.00 and
any personal exxects. consisting ox clothing. jewelry and xurs. owned
by me at the time ox my death. to my friend and neighbor. FLORENCE
EVELYN MATTER, providing she survives me by ten (10) days.
THIRD: I give. devise and bequeath the sum oX $10,000.00 to
my brother, DONALD E. STRAW. providing he survives me by ten (10) days.
my nephew,
days.
FOURTH: I give. devise and bequeath the sum ox $10.000.00 to
PAUL FETTERMAN, JR., providing he survives me by ten (10)
efxects,
property
husband,
FIFTH: I give and bequeath any automobiles. any household
including furniture. appliances, and other tangible personal
ox like nature, together with the insurance thereon. to my
C. FRANK CLASS, JR.. providing he survives me by ten (10) days.
SIXTH:
real. personal and
I give, devise and
All the rest, residue and remainder of my estate,
mixed. of whatsoever nature and wheresoever situate,
bequeath as xollows. viz:
1. One-halx thereox to my husband, C. FRANK CLASS, JR.,
providing he survives me by ten (10) days.
2. The other one-half thereof (and the entire residue
of my estate if my husband, C. FRANK CLASS. JR.. predeceases me or fails
- to survive me by ten (10) days) to the xollowing, viz:
a. To WESLEY UNITED METHODIST CHURCH OF MARYSVILLE,
PA. - 20Y. thereof.
b. To THE EASTERN SEAL SOCIETY FOR THE HANDICAPPED
INC.. OF HARRISBURG, PA. - 20Y. thereof.
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c. To ELIZABETHTOWN CRIPPLED CHILDREN'S HOME OF
ELIZABETHTOWN, PAr - 20X thereo~.
d. To CENTRAL PENNSYLVANIA LUNG AND HEALTH SERVICE
ASSOCIATION OF PENNSYLVANIA - 20Y. thereo~.
e. To AMERICAN BIBLE SOCIETY OF NEW YORK, NEW YORK
- 20X thereo~.
3. I~ any of the above named charitable entities should
not be in existence at the time of my death, or, if in existence, should
not be quali~ied as a charitable entity under the Internal Revenue Code
o~ the United States, then the share o~ any such entity shall lapse "and"
pass to the remaining charitable entities. '
,"
SEVENTH: The interests o~ the bene~iciaries under, ~his my
Will shall not be subject to anticipation or to voluntary or involuntary
alienation.
EIGHTH: I direct that all taxes that may be assessed in
consequence of my death, with respect to the property passing under this
my Will, shall be paid from my residuary estate as part of the expense
o~ the administration of my estate.
NINTH: In addition to powers granted by law, my Executors
shall have the following powers, viz:
1. Compromise. To compromise claims and controversies.
2. Sell, Exchange or Lease. To sell at public or
private sale, to exchange or to lease for any period of time any real
or personal property ~or such prices and upon such terms as they may
deem proper, and to give options for such sales, exchanges or leases.
3. Distribution. To make distribution in cash or in
kind, and to postpone distribution by agreement with any beneficiary,
4.' Investments. To accept in kind, retain, invest i-n
and reinvest in any form of property, including the capital stock of the
corporate fiduciary, without bein~ limited to legal investments and
without regard to any principle o~ diversification, risk or
productivity; to exercise all rights o~ ownership in respect to such
investments, and to hold investments in the name o~ a nominee.
TENTH: I nominate, constitute and appoint my husband, C.
FRANK CLASS, JR., my step-son, C. FRANK CLASS III, and DAUPHIN DEPOSIT
BANK AND TRUST COMPANY, a Pennsylvania banking cor
poration, as Executors under this my Will.
1. My Executors shall not be required to ~urnish a bond
in any jurisdiction in which they may act, but i~ a bond is nevertheless
required, it shall be without surety.
IN WITNESS WHEREOF, I
J'!~r o~ December, 1992,
~our ( ) pages.
have hereunto set my hand and seal this
at the end hereo~, composed in all o~
E~fl~s~
(SEAL)
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SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testat~~x, ,
as and ~or her Last Will land Testament, in the presence o~ us, who, 'at
her request, in her presence and in the presence o:f each other," all
being present at the same time, have hereunto set our 'hands as
witnesses.
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Name
Address
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COMMONWEALTH OF PENNSYLVANIA )
: 55.
COUNTY OF DAUPHIN
)
I, EVELYN S. CLASS, Testatrix, whose name is signed to the
foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last
Willl that I signed it willinglYl and that I signed it as my free and
voluntary act for the purposes therein contained.
Sworn or affirmed to and acknowledged before
day of December, 1992
me,
this. 31sT
/~,(,~,
Notary Public
~ .:,
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My Commission Expires:
: SS.
NOTMAIAL SE.~L
HELEN R. BLOOM. Notary Pu~lJc
City of Hamsburg. Dauohin County
Mv CommIssion E:<airi?s Mere;, 10. -;995
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
)
We, h c. r and Leslie B. Handler, two of the
witnesses whose names r signed to the foregoing instrument, being duly
qualified according to law, do depose and say that we were present and
saw the Testatrix, EVELYN S. CLASS, sign pnd execute the instrument as
her Last Willl that she signed willingly, and that she executed it as
her free and voluntary act for the purposes therein containedl that each
of us, in the hearing and sight of the Testatrix, signed the Will as
witnessesl and that to the best of our knowledge, the Testatrix was at
that time eighteen (18) or more years of age, of sound mind, and under
no constraint or undue influence.
,
this
Sworn to and subscribed before me
3/41' day of December
1992.
(I&~ I( ~A.
Notary Public
My Commission Expires:
NOTARIAL SEAL
HELE:\J R. SLOO;\o1. NOlarv Public
CJty oi H:::!rrlse:...:rg. 08'...:pnH; Cocmv
Mv Commlss'on E"(aires .\i",fC.'1 iO. :99:3
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Date of Death:
E'v{J I '1 v'\
S- /~'-f ~I
d-oOI- OO(p72r.-
~ . ( la ( J
Name of Decedent:
Estate No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State wh~ administration of the estate is complete:
Yes [g" 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. 1 is Yes, state the following:
a. Did the p~na1 representative file a fmal account with the Court?
Yes J::Q" No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
I I I... "" ,_attached to this report.
Date:~
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PVV(~ J' WClIrLflAQu/.L/t-,
Name /
d- ~ d-O tv. Je~df+. I-Iw,.,:r~
Address f' A
7/) - d--~8-& <;70 nllo
Telephone No.
c.
C",
Capacity: 0 Personal Representative
BCounse1 for personal representative
}
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: E vd y!\J S. C lltsS
Date of Death: .5 j; if /0 /
Estate No.: c20n I - 0 f)" "7 d.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No C
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 0 No ~
b. The sepa:ate Orp~' Court No. (if any) for the personal representative's
account IS: C::!f.1!.-
c. Did the personal representative state an account informally to the parties in
interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts !naY be filed with the Clerk of the Orphans' Court and may be
attached to this report.
i?~)s-
MA,.,>j<i'.A.LTV,",ctl.S A."<' \'a.AlIflZ5 !1'tu;T (uM('JI~i, SVCCt'>S0R
'By JVt=A&~o( TO AU...F,,-,s-r TX?",sr (u"",,o,,4.Jy o~
l~t'I.6YLJ A.u:fJ tJ I'-
Signature -S y: C~ L-.. VV\,~
VciJE PJt.r'I.j)eJ-:~Jg- OFF.n.cl(
J o<.,CJ?H A - (vIA (. 'i r
Name \I"" ?fl.f:>ri:> e-.-.!, +~"$T
Date:
(i''l
2- ( 3 VV\A"fi..\:L-..F, ~ '\
Address ~R(.I.:T'~~vR~ Q,A (7/01
Capacity:
'7 I 7 Z-",,'" 2. I 7 i
Telephone No.
~sonal Representative
o Counsel for personal representative
u1
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 4/15/2005
WARSHAWSKY BRUCE J ESQ
CUNNINGHAM AND CHERNICOFF P.C.
PO BOX 60457
HARRISBURG, PA 17110-0457
RE: Estate of CLASS EVELYN S
File Number: 2001-00672
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/24/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~{MJ~~
//
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
vf
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128.0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SMITH GARY L
403 E MAIN STREET
PO BOX 44
YORK SPRINGS, PA 17372
u__u__ told
ESTATE INFORMATION: SSN, 196-14-1775
FILE NUMBER: 2105-0183
DECEDENT NAME: SMITH ANNA E
DA TE OF PAYMENT: 04/15/2005
POSTMARK DATE: 04/15/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 01/16/2005
NO. CD 005214
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,850.00
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TOTAL AMOUNT PAID:
REMARKS:
CHECK# 183
SEAL
INITIALS: CP
RECEIVED BY:
REGISTER OF WILLS
$1,850.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
ATTORNEYS AT LAW
Leslie B. Handler, Retired
W. Scott Henning
David H Rosenberg (PA, FL)
Carolyn MAnner (PA, NY, RN)
Matthew S. Crosby (PA, NJ)
Gregory M. Feather (PA, NJ)
Stephen G. Held
Jason C. Imler
~
HARRISBURG OFFICE
1300 Linglestown Road
Harrisburg, PA 17110
717-238-2000
1-800-422-2224
717-233-3029 (fax)
LANCASTER OFFICE
140A E King Street
Lancaster, PA 17602
717-431-4000
DIRECT MAIL TO:
1300 Linglestown Road
Harrisb.urg, PA 17110
April 21, 2003
www.HHRLaw.com
Henningg@HHRLaw.com
Attention: Donna M. Otto
Deputy, Register of Wills
Cumberland County Courthouse
Three South Hanover Street
Carlisle, PA 17013
Re: Estate of Evelyn S. Class
File No.: 2001-00672
Dear Deputy Otto:
I am responding to a letter that was received at our office directed to the attention of
Leslie B. Handler, Esquire, pertaining to the above referenced Estate. I note that the
File Number indicates that the Estate was opened in 2001. Leslie B. Handler, Esq.
retired and was no longer affiliated with the law offices of Handler, Henning &
Rosenberg, effective 1998. Consequently, if Mr. Handler was involved in doing some
work with regard to the Estate of Evelyn S. Class in 2001, this office is not privy to the
file. I might also add that Attorney Handler is currently residing in a nursing home in the
state of Florida, having moved to Florida in the middle of 2002.
I apologize that I do not have more meaningful information. Perhaps your office can
contact the Personal Representative of the Estate and the Personal Representative can
shed some light as to what attorney is currently representing the Estate.
Very truly yours,
HANDLER, HENNING & ROSENBERG
WSH/tgd
April 24, 2003
SINCE 1888
3211 North Front Street
P.O. Box 5300
Harrisburg, PA 17110-0300
717-238-8187
Fax: 717-234-9478
Register of Wills
Court of Common Pleas
of Cumberland County
Courthouse
One Courthouse Square
Carlisle, P A 17013-3387
Other Offices
Colonial Park Mechanicsburg
717-652-7020 717-691-5577
Millersburg Shippensburg
717-692-5810 717-530-7515
Re: Estate of Evelyn S. Class
File No. 21-01-0672
Dear Sir or Madam:
Enclosed please find a Praecipe to Enter Appearance. Our firm is now representing the
Estate and Executors, replacing former counsel, Leslie Handler, Esquire, who is no longer
practicing law.
If you require anything further from Mr. Handler's former law firm, Handler, Henning &
Rosenberg, please kindly contact me.
Thank you for your attention to this matter.
Very truly yours,
METmE~ WICKERSHAM, KNAUSS & ERB, P.C.
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/ Brute J. Warsh~wsky
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Enclosures
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cc: Joseph A. Macri, CFSC
BJW/seh
James F. Carl
Edward E. Knauss, IV'
Jered L. Hock
Steven P. Miner
Clark DeVere
Milton Bernstein
Bruce J. Warshawsky
Francis J. Lafferty, IV
David H. Martineau
Andrew W. Norfleet
Andrew C. Spears
Young-Suh Koo
* Board Certified in civil
trial law and advocacy
by the National Board
n(T...nl AA'1Uli"nrtJ
In re: ESTATE OF EVELYN S. CLASS,
Social Security No. 207-09-1392
Date of Death: OS/24/01,
Administrators:
Allfirst Trust Company ofPA, N.A.;
C. Frank Class, Jr.; and
C. Frank Class, III
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY,
PENNSYL VANIA
ORPHANS COURT DIVISION
FILE NO. 21-01-0672
PRAECIPE TO ENTRY OF APPEARANCE
TO THE REGISTER OF WILLS
AND CLERK OF ORPHANS COURT:
Please kindly enter my appearance as counsel to the above-referenced Estate and above-
referenced Administrators of said Estate. Please kindly direct all future correspondence for
Counsel to me.
METZGER, WICKERSHAM, KNAUSS & ERB, P.C.:
en
~J / r\ rV
~ceJ War ~wsky,
Attorney J.D. No. 5879
3211 North Front Street
P.O. Box 5300
Harrisburg, P A 17110-0300
(717) 238-8187
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Document #: 267331.1
STATUS REPORT UNDER RULE 6.12
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Name of Decedent: Evelyn S. Class
5/24/2001
Date of Death:
Will No.:
2001-00672
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 0 No 00
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: 9/1 /2003
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: ...!if..1::lJ 2003
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Joseph A. Macri
NameAllfirst Trust Company of PA
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213 Market St., Harrisburg, PA 17101
Address
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717-255-2174
Telephone No.
8
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Capacity: Q9 Personal Representative
o Counsel for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/09/2003
ALLFIRST TR CO OF PA NA
213 MARKET ST
HARRISBURG, PA 17101
RE: Estate of CLASS EVELYN S
File Number: 2001-00672
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 5/24/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~?ltf)P4 1M' ~~
DONNA M. OTTO ~~
DEPUTY REGISTER OF WILLS
cc: V'1<'ile
Counsel
Judge
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
Evelyn S. Class
5/24/2001
Will No.
2001-00672
Admin. No. 21-01-0672
To the Register:
I certify that the notice of (beneficial interest) estate administration required by Rule 5.6
(a) of the Supreme Court, Orphans' Court Rules was served on or mailed to the following
beneficiaries of the above-captioned Estate on January 21,2004:
Name
Milton Hershey Medical Center
Address
P. O. Box 852, Hershey, PA 17033
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except, Paul
Fetterman, Jr. We have been unable to locate this beneficiary.
Date: 1/22/04
Signature
Title
~t
J os h A. Macri
Ice President Trust Officer
Manufacturers and Traders Trust Company of Pennsylvania
Name:
Address:
Telephone:
P.O. Box 2961,
Harrisburg, PA 17105-2961
(717) 255-2174
Capacity:
~ Personal Representative
_ Counsel for Personal Representative
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
COMMONWEAL TH OF PENNSYL VANIA
CERTIFICATION OF NOTICE UNDER RULE 6.3.1. (3) & (b)
ESTATE OF: Evelyn S. Class. Deceased
No.: 2001-00672
To the Clerk of Orphans' Court Division:
I certify that the Audit Notice to parties in interest required by Rule 6.3.1. (a) & (b) of the
Orphans' Court Rules was personally served or mailed to the following beneficiaries ofthe
above-captioned estate on January 29,2004 by Regular U.S. Mail postage prepaid:
Name
Address
C. Frank Class. Jr.
771 Walton Street. Lemoyne. P A 17043
Donald E. Straw
3200 Batesfield Road. Harrisburg. P A 17109
Florence Evelyn Matter
770 Valley Street. Marysville. P A 17053
Wesley United Church ofMarysville
450 Sylvan Street. Marysville. P A 17053
Easter Seal Society of Harrisburg
331 Bridge Street. New Cumberland. P A 17070
American Lung Association of P A
6041 LinglestownRd.. Harrisburg. PA 17112-1208
American Bible Society of New York
1865 Broadway. New York. NY 10023
Milton S. Hershey Medical Center
University Drive. Hershey. P A 17033
Notice has now been given to all persons entitled thereto under Rule 6.3.1. (a) & (b) except:
Paul Fetterman. as the executors are unable to locate him
Date: January 29.2004
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Be. arshfurskY,
3211 N. Front St.
P.O. Box 5300
Harrisburg, P A 17110-0300
(717) 238-8187
Attorney for Accountant
297318-1
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2001-00672
ESTATE OF EVELYN S. CLASS, DECEASED
FIRST AND FINAL ACCOUNT OF
C. Frank Class, Jr., C. Frank Class, III, and
Manufacturers and Traders Trust Company, Successor by Merger to
Allfirst Trust Company of Pennsylvania, N.A., Co-Executors
=================================================================~==============
Date of Death:
May 24, 2001
Date of Executor's Appointment:
July 18, 2001
Date of First Advertisement of Letters:
Cumberland Law Journal
Patriot-News
September 21,2001
September 8, 2001
Accounting for the Period:
May 24, 2001 to
January 15, 2004
================================================================================
Purpose of Account: C. Frank Class, Jr., C. Frank Class, III, and Manufacturers
and Traders Trust Company, Successor by Merger to Allfirst Trust Company of
Pennsylvania, N.A., Co-Executors, offer this account to acquaint interested
parties with the transactions that have occurred during this administration.
It is important that the account be carefully examined. Requests for
additional information or questions or objections can be discussed with:
C. Frank Class, Jr.,
C. Frank Class, III, and
Manufacturers and Traders Trust Company
213 Market Street
Harrisburg, PA 17101
(717) 255-2174
OR
Bruce J. Warshawsky, Esquire
c/o Metzger & Wickersham
3211 North Front Street
Harrisburg, PA 17110-0300
SUMMARY OF ACCOUNT
Estate of Evelyn S. Class, Deceased
For Period of OS/24/2001 through 11/25/2003
Page
Proposed Distributions
to Beneficiaries
16-18
PRINCIPAL
Receipts:
Per Inventory Filed 3
Net Gain (or Loss) on Sales
or Other Disposition
4
Less Disbursements:
Debts of Decedent 5
Funeral Expenses 5
Administration Expenses 5
Federal and State Taxes 5
Fees and Commissions 6
Balance before Distributions
Distributions to Beneficiaries
7
Principal Balance on Hand
8
For Information:
Investments Made
Changes in Investment Holdings
9-10
INCOME
Receipts:
This Account
11-12
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
13
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
14
Investments Made
Changes in Investment Holdings
15
COMBINED BALANCE ON HAND
2
Current
Value
Fiduciary
Acquisition
Value
151,346.62 130,695.62
--------------- ---------------
--------------- ---------------
25,536.86
2,200.00
650.62
4,361.25
13,640.00
170,521.20
0.00
170,521.20
46,388.73
124,132.47
1,075.00
123,057.47
7,809.75
0.00
7,809.75
171.60
7,638.15
0.00
7,638.15
130,695.62
---------------
---------------
RECEIPTS OF PRINCIPAL
As Per Inventory Filed:
CASH:
Waypoint Bank Certificate of
Deposit #554311046
Waypoint Bank Certificate of
Deposit #7100002159
Waypoint Bank Savings Account
#0500115598
PERSONAL PROPERTY:
Ladies Diamond Ring -
Appraised Value
Old Fur Coats - Appraised
Value
STOCKS/LISTED:
1,200 shares Allied Irish Bks PIc
Spons ADS
500 shares Waypoint Bank
50,148.08
50,485.59
36,158.03
1,000.00
75.00
26,712.00
5,942.50
TOTAL RECEIPTS OF PRINCIPAL...... .........
3
Fiduciary
Acquisition
Value
136,791.70
1,075.00
32,654.50
170,521.20
09/27/01
09/27/01
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain
Waypoint Bank Certificate of
Deposit #554311046
Net Proceeds
Fid. Acq. Value
50,148.08
50,148.08
0.00
Waypoint Bank Certificate of
Deposit #7100002159
Net Proceeds
Fid. Acq. Value
50,485.59
50,485.59
0.00
TOTAL GAINS AND LOSSES/PRINCIPAL...........
0.00
LESS LOSS.............................
0.00
NET GAIN OR LOSS. . . . . . . . . . . . . . . . . . . . . . . . . . .
0.00
4
Loss
0.00
09/25/02
09/25/02
09/25/02
07/16/01
09/05/01
10/16/01
02/20/02
02/22/02
02/21/02
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT
C. Frank Class -
Reimbursement for pharmacy
expense
523.71
Manorcare - Final bill
25,013.15
TOTAL DEBTS OF DECEDENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
FUNERAL EXPENSES
C. Frank Class -
Reimbursement for funeral
expenses
2,200.00
TOTAL FUNERAL EXPENSES....... .......................
ADMINISTRATION EXPENSES
Cumberland County Register of
Wills - Probate filing fee
268.00
Cumberland Law Journal -
Cost of Advertising and proof
of publication
75.00
The Patriot-News - Cost of
Advertising and Proof of
Publication
258.42
Baker & Price Jewelers -
Appraisal Fee
21.20
Cumberland County Register of
Wills - Filing and recording
fees
28.00
TOTAL ADMINISTRATION EXPENSES... ....................
FEDERAL AND STATE TAXES
Cumberland County Register of
Wills - State Inheritance
Tax
4,361.25
TOTAL FEDERAL AND STATE TAXES.......................
5
25,536.86
2,200.00
650.62
4,361.25
FEES AND COMMISSIONS
RESERVE:
Bruce J. Warshawsky -
Attorney fee
5,040.00
Filing Fees
200.00
Manufacturers and Traders
Trust Company - Executor's
Fee
8,400.00
TOTAL FEES AND COMMISSIONS..........................
TOTAL DISBURSEMENTS OF PRINCIPAL. . . . . . . . . . . . . . . . . . . .
6
13,640.00
46,388.73
--------------
--------------
DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
Florence Evelyn Matter
09/25/02
Old Fur Coats - Appraised
Value
75.00
01/14/03
Ladies Diamond Ring -
Appraised Value
1,000.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES......
7
1,075.00
1,075.00
PRINCIPAL BALANCE ON HAND
# Units Description
MTB Money Market Inst I Fund #420
1,200 Allied Irish Bks PIc Spons ADS
525 Waypoint Bank
8
Current Value
or as Noted
90,402.97
34,464.00
11,355.75
136,222.72
Fiduciary
Acquisition
Value
90,402.97
26,712.00
5,942.50
123,057.47
---------------
---------------
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
Cost
Allied Irish Bks PIc Spans ADS
OS/24/01
1,200 shares inventoried
26,712.00
1,200
26,712.00
--------------
--------------
Ark Money Market Portfolio
oa/15/03
delivered in merger conversion
to MTB Money Market Inst I Fd
#420. Exchange made dollar
for dollar
(104,056.12)
(104,056.12)
Ladies Diamond Ring - Appraised
Value
OS/24/01
01/14/03
inventoried
distributed
1,000.00
(1,000.00)
0.00
MTB Money Market Inst I Fund #420
oa/15/03
received in merger conversion
from Ark Money Market
Portfolio. Exchange made
dollar for dollar.
104,056.12
104,056.12
Old Fur Coats - Appraised Value
OS/24/01
09/25/02
inventoried
distributed
75.00
(75.00)
0.00
Waypoint Bank
OS/24/01
07/30/03
500 shares inventoried
25 shares received in stock split
5,942.50
0.00
525
5,942.50
--------------
--------------
9
Waypoint Bank Certificate of Deposit
#554311046
OS/24/01
09/27/01
inventoried
sold
Waypoint Bank Certificate of Deposit
#7100002159
OS/24/01
09/27/01
inventoried
sold
50,148.08
(50,148.08)
0.00
50,485.59
(50,485.59)
0.00
10
RECEIPTS OF INCOME
DIVIDENDS
Allied Irish Bks Plc Spons ADS
01/17/02
04/26/02
09/27/02
04/25/03
10/29/03
334.56
599.52
409.92
825.66
515.51
Waypoint Bank
11/15/01
01/17/02
02/15/02
05/15/02
08/15/02
11/15/02
02/14/03
05/15/03
08/15/03
11/17/03
42.50
42.50
50.00
50.00
50.00
50.00
55.00
55.00
63.00
63.00
TOTAL DIVIDEND INCOME................ .....
INTEREST
Ark Money Market Portfolio
10/01/01
11/01/01
12/03/01
01/02/02
02/01/02
03/01/02
04/01/02
05/01/02
06/03/02
07/01/02
08/01/02
09/03/02
10/01/02
11/01/02
12/02/02
01/02/03
02/03/03
03/03/03
04/01/03
28.68
244.47
201.97
188.52
181.91
159.17
160.43
156.06
160.26
152.76
151.50
144.40
137.12
138.25
115.69
112.21
104.00
88.61
96.54
11
2,685.17
521.00
3,206.17
05/01/03
06/02/03
07/01/03
08/01/03
08/27/03
90.51
93.88
83.01
76.37
33.00
MTB Money Market Inst I Fund #420
09/02/03
10/01/03
11/05/03
12/01/03
01/02/04
40.57
62.85
64.82
64.30
64.72
Waypoint Bank Certificate of Deposit
#554311046
09/07/01
Waypoint Bank Certificate of Deposit
#7100002159
01/17/02
Waypoint Bank Savings Account
#0500115598
09/07/01
TOTAL INTEREST INCOME.....................
TOTAL RECEIPTS OF INCOME..................
12
3,099.32
297.26
14 .17
1,046.32
146.51
4,603.58
7,809.75
08/13/02
08/13/02
10/29/03
DISBURSEMENTS OF INCOME
Internal Revenue Service -
Federal Fiduciary Income Tax
FYE 4/30/02
120.00
PA Department of Revenue -
Federal Fiduciary Income Tax
FYE 4/30/02
48.00
Manufacturers and Traders
Trust Company - Tax
certification fee
3.60
TOTAL DISBURSEMENTS OF INCOME..................
171.60
13
# Units
Description
INCOME BALANCE ON HAND
MTB Money Market Inst I Fund #420
14
Current Value
or as Noted
7,638.15
Fiduciary
Acquisition
Value
7,638.15 7,638.15
7,638.15
--------------- ---------------
--------------- ---------------
CHANGES IN INVESTMENT HOLDINGS - INCOME
Cost
Ark Money Market Portfolio
OS/lS/03
delivered in merger conversion
to MTB Money Market Inst I Fd
#420. Exchange made dollar for
dollar.
(6,732.98)
(6,732.98)
------------
------------
MTB Money Market lnst I Fund #420
OS/lS/03
received in merger conversion
from Ark Money Market
Portfolio. Exchange made
dollar for dollar.
6,732.98
6,732.98
------------
------------
15
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
# Units
or as Noted
Fiduciary
Acquisition
Value
Current Value
Florence Evelyn Matter
Cash Bequest
Interest on Bequest
10,000.00
676.71
10,000.00
676.71
10,676.71 10,676.71
Donald E. Staw
Cash Bequest
Interest on Bequest
10,000.00
676.71
10,000.00
676.71
10,676.71 10,676.71
Commonwealth of Pennsylvania
Escheat Office - Unable to
Locate Paul Fetterman, Jr.
Cash Bequest
Interest on Bequest
10,000.00
676.71
10,000.00
676.71
10,676.71 10,676.71
C. Frank Class, Jr.
50% Share of Residue
Principal:
Cash
1,200 shares Allied Irish Bks PIc
Spons ADS
525 shares Waypoint Bank
12,859.17
41,640.00
12,859.17
26,712.00
11,665.50
5,942.50
66,164.67 45,513.67
Income:
Cash
3,819.07
3,819.07
Cash
3,819.07
3,819.07
-------------- --------------
-------------- --------------
69,983.74 49,332.74
16
American Bible Society of New York, NY
20% of 50% of Residue
Principal:
Cash
Income:
Cash
Central Pennsylvania Lung and Health Service
Association of Pennsylvania
20% of 50% of Residue
Principal:
Cash
Income:
Cash
9,102.74
9,102.74
763.82
763.82
9,866.56 9,866.56
9,102.74
9,102.74
763.82
763.82
9,866.56
9,866.56
The Eastern Seal Society for the Handicapped Inc.,
20% of 50% of Residue
Principal:
Cash
Income:
Cash
Milton S. Hershey Medical Center,
Successor to Elizabethtown Crippled
Children's Home of Elizabethtown
20% of 50% of Residue
Principal:
Cash
Income:
Cash
17
9,102.73
9,102.73
763.82
763.82
9,866.55 9,866.55
9,102.73
9,102.73
763.81
763.81
9,866.54 9,866.54
Wesley united Methodist Church of Marysville
20% of 50% of Residue
---------------------------------------------
Principal:
Cash
Income:
Cash
9,102.73
9,102.73
763.81
763.81
9,866.54 9,866.54
-------------- --------------
-------------- --------------
151,346.62 130,695.62
18
AFFIDAVIT
C. Frank Class, Jr., C. Frank Class, III, and Manufacturers and
Traders Trust Company, Successor by Merger to Allfirst Trust Company of
pennsylvania, N.A., Co-Executors under the Last will and Testament of EVELYN S.
CLASS, deceased, hereby declare under oath that they have fully and faithfully
discharged the duties of their office; that the foregoing Account is true and
correct and fully discloses all significant transactions occurring during the
accounting period; that all known claims against the Estate have been paid in
full; that, to their knowledge, there are no claims now outstanding against the
Estate; that all taxes presently due from the Estate have been paid; and that
more than four months have elapsed since the first complete advertisement of the
granting of letters in this Estate.
c~~~
C. F~ank Clas~., o-Executor
4'" .-
(~~~ e
C. Frank Class, III, Co-Executor
Company, Co-Executor
Subscribed and sworn to
before me this (:;)3 day
.
L) \C\./\CoU...oC-iJ)
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iM~.t-Gt bf. )M.a.-
Notary Public
of
2004.
Notarin! Segl
Deanna L. Wells r.otmy Public
Harnsourg, Da~lplnn c;c(,nlY
My Commission Expires OcJc. 6, 2004
Member. Pennsylvania Association ot Natanes
19
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 4/15/2005
WARSHAWSKY BRUCE J ESQ
CUNNINGHAM AND CHERNICOFF P.C.
PO BOX 60457
HARRISBURG, PA 17110-0457
RE: Estate of CLASS EVELYN S
File Number: 2001-00672
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
esta.te.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/24/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
/.'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
vf
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/15/2005
CLASS C FRANK JR
771 WALTON ST
LEMOYNE, PA 17043
RE: Estate of CLASS EVELYN S
File Number: 2001-00672
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by:
5/24/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
Evel'1v'\ ~. C fa ( S
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Date of Death:
Estate No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State wh~ administration of the estate is complete:
Yes Ikr" 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.1 is Yes, state the following:
a. Did the p~na1 representative file a final account with the Court?
Yes I:tr No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
. I I, ~ "',- .-hOO to tbineport.
Date:~
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Name .J
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Address f' A
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Telephone No.
Capacity: 0 Personal Representative
BCounsel for personal representative
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Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: E ve.-l y A.J oS '
Date of Death: .5 j; if /0 /
Estate No.: o2on I - 0 ()" 7 ~
C Il+sS
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No C
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 0 No ~
b. The sep~ate Orp~' Court No. (if any) for the personal representative's
account IS: 0!f1:!-
c. Did the personal representative state an account informally to the parties in
interest? Yes ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report
Date: yJr).;-
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Signature ~ y: C~ L-, VV\,~
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Name \Jl(E ?I<E':;:L;) 1:.\\, +~\JST
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Address ~R(Z-r '::. ~0 R f- Q f4 I {I 0 I
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Capacity:
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Telephone No.
~sonalRepresentative
o Counsel for personal representative
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