HomeMy WebLinkAbout02-05-15 Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: Irene R. Vaughn
Date of Death: 12/16/04
File Number: 2005-00061
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the
administration of the above captioned estate:
1. State whether administration of the estate is complete:................... X Yes No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No. 1 is YES, state the following:
a. Did the personal representative file a final account with the Court? ........ Yes X No
b. The separate Orphan's Court No. (if any)for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? X Yes_No
d. Copies of receipts,releases,joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphan's Court and may be attached to this report.
<; pate c-02/05/20�5
Signature of Person fling This Fornr
' - - Capacity: X Personal Representative Counsel
U-) Ld
r-i -- ._J.
= v� m `' n !✓..a Genevieve V. Hock and Howard Leslie Vaughn
L4— Q Name of Person Filing this Form
LLJ rl- 1237 Holly Pike
cam.
Address
Carlisle, PA 17013
(717) 249-2448
Telephone
I
Proof of Publication of Notice in
The News-Chronicle
COUNTY OF CUMBERLAND Weigle & Associates, P.C.
COMMONWEALTH OF PENNSYLVANIA
Leslie R. Berrier, being duly sworn according to law, deposes and says that she is the Manager
of "The News-Chronicle," which is a bi-weekly newspaper of general circulation published in
Shippensburg Township, Cumberland County,Pennsylvania, by Latrobe Printing and Publishing
Company, a corporation duly organized and existing under the laws of the Commonwealth
of Pennsylvania having its principal place of business at 1011. Ritner Highway (P.O. Box 100),
Shippensburg, Pennsylvania; that she is authorized to and does make this affidavit on its behalf;
that the printed notice, advertisement of publication attached hereto is the same as was printed in
the regular editions and issues of"The News-Chronicle" on the following date(s)
January 28 and February 4 and 11, 2005
Copy of Notice of Publication
Affiant further deposes that neither she nor"The 7-
News-Chronicle"
News-Chronicle" and The Latrobe Printing and CO-EXECUTORS'NOTICE
Publishing Company have any interest in the subject Estate of Irene R.Vaughn,deceased
matters of the aforesaid notice or advertisement, Notice is hereby given that letters testamentary on the
and that the facts set forth in the foregoing affidavit is estate of Irene R. Vaughn, late of the.Township of Hopewell,
Cumberland County, deceased, have been granted to the
true and correct. undersigned-and they request all persons having claims against
i said estate to make known the same to them or their attorney
i and all persons indebted to said decedent to make payment to
l/..CSP
f them without delay.
I Genevieve V.Hock
21 Hilltop Lane
o and subscribed before me this Newville,PA 17241
Day of 7iM&4. 1- ,2005 Howard Leslie Vaughn
I
300 Running Pump Road
Notarial Seal Newville,PA 17241
Kristen L.Stader,Notary Public Co-Executors
x Bedford Boro,Bedford County Jerry A.Weigle,Esquire
My Commission Expires Feb.13,2005 WEIGLE&ASSOCIATES,P.C.
Member,Pennsylvania Association Of Notaries 126 East King Street
Shippensburg,PA 17257
X-A� Attorney�.—__. L_Adv.NC Jan.28;Feb.4,11 - ---
Notary Public
To: "The News-Chronicle"
Shippensburg, PA 17257
For publishing the notice attached hereto:
On the stated date(s) ................ 99.00
Affidavit .....................:....... . 2.00
Total ................................. 101.00
F!ED 2095
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG,PA 17105-8486
January 27, 2005
WEIGLE & ASSOCIATES
JERRY A WEIGLE ESQUIRE
126 EAST KING STREET
SHIPPENSBURG PA 17257
Re: IRENE VAUGHN
SSN: 180-26-5005
Dear Attorney Weigle:
Pursuant to your letter dated January 24, 2005, the Department of Public
Welfare (DPW) , Estate Recovery Program, has reviewed the information you
provided regarding the above-referenced individual.
It has been determined that this individual did not receive any type of
assistance during the questioned period.
Therefore, according to the information you provided, the Department's
Estate Recovery Program will not seek any recovery from this estate.
If you have any questions, please feel free to contact me.
Sincerely,
J,
7
Charles T. Jones
TPL Administrator
(717)772-6247
e
1
FEB 2 4 2005
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
FEBRUARY 18, 2005
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
Jerry A. Weigle, ESQUIRE
RE:
Irene R. Vaughn, ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make all checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
February 4, 11, 18, 2005
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment Received $ 75.00
-------------
Total Amount Due $ 0.00
Payment received_February 1, 2005
by Becky H. Morgenthal/Executive Director
w
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929),P. L.1784
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
Lisa Marie Coyne,Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid,being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952,been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
FEBRUARY 4, 11, 18, 2005
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Lis arie Coyn , Editor
Vaughn, Irene R., decd.
Late of the Township of Hopewell. S4� TO AND SUBSCRIBED before me this
Co-Executors: Genevieve V. Hock, 18 day of FEBRUARY 2005
21 Hilltop Lane, Newville, PA
17241 and Howard Leslie Vaughn,
300 Running Pump Road, New-
ville, PA 17241.
Attorneys: Jerry A. Weigle, Es-
quire, Weigle &Associates, P.C., Notary;--
126 East King Street, Shippens-
burg, PA 17257.
FS - 2085
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
DIVISION OF THIRD PARTY LIABILITY
ESTATE RECOVERY PROGRAM
PO BOX 8486
HARRISBURG,PA 17105-8486
January 27, 2005
WEIGLE & ASSOCIATES
JERRY A WEIGLE ESQUIRE
126 EAST KING STREET
SHIPPENSBURG PA 17257
Re: IRENE VAUGHN
SSN: 180-26-5005
Dear Attorney Weigle:
Pursuant to your letter dated January 24, 2005, the Department of Public
Welfare (DPW) , Estate Recovery Program, has reviewed the information you
provided regarding the above-referenced individual.
It has been determined that this individual did not receive any type of
assistance during the questioned period.
Therefore, according to the information you provided, the Department s
Estate Recovery Program will not seek any recovery from this estate.
If you have any questions, please feel free to contact me.
Sincerely,
Charles T. Jones
TPL Administrator
(717) 772-6247
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCEityQ�J
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX NOV
PO BOX 280601 pfOg/
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
DATE 11-21-2005
ESTATE OF VAUGHN IRENE R
DATE OF DEATH 12-16-2004
FILE NUMBER 21 05-0061
COUNTY CUMBERLAND
JERRY A WEIGLE ESQ ACN 101
WEIGLE & ASSOCS APPEAL DATE: 01-20-2006
126 E KING ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 Amount Remitted i
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
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REV-1547 EX AFP (03-05 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VAUGHN IRENE R FILE NO. 21 05-0061 ACN 101 DATE 11-21-2005
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED t
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 504,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 20.00
credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 11,00 0.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,0 96.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 2,390.82
8. Total Assets (8) 524,507.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
47,605.92
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 184,916.99
11. Total Deductions (11) 93 •F+ .91
12. Net Value of Tax Return (12) 291,984.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 291,984.57
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 291,984.57 X 045 = 13,139.31
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .00
19. Principal Tax Due (19)= 13,139.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-16-2005 CDO05801 .00 13,139.31
TOTAL TAX CREDIT 13,139.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)