HomeMy WebLinkAbout01-0250
Estate of
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Ruth E~ Li Weiss No. ~-OJ-a..50
also known as
--J Deceased
Sharon Eileen Klinger
Petitloner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' OR 'B' BELOW:)
g A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) IsJefe the execut ri }flamed in the last wm of
the Decedent, dated June 25, 1 99 5 and codicil(s) dated
Social Security No. 189 -07 - 91 75
Stale relevant dlCtJlT1Ilances. e.g.. renur,clallon. dealh of exeartor. ete.
Except as follows. Decedent did not marry, was not divorced. and did not have a child bom or adopted after execution of the documents
offered for probate; was not tho victim of a killing and was never adjudicated Inoompetent:
o B. Grant of Letters of Administration
~1).n.c.tJl.: pendente lite; durante Ibsenlia; durante mnoritate
Petitioner(s) after a proper search haslhavo ascertained that Decadent left no Will and was survived by the following spouse (if any) and
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:~ Attach additional sheets If necessary.
Cumberland
Decedent was domiciled at death in
County, Pennsylvania, with hislher last family
100 Mt. Allen Drive, Upper Allen Township
(list street, number and ml.f'licipality)
84 years of age, died J an uary 27, ,46>~ at
or principal residence at _
Decedent, then
Mechanicsburg, PennsylvanL
(location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PAl Personal propnrly in Pennsylvania
(If not domiciled in PAl Personal properly in County
Value of real estate in Pennsylvania
1,500.
$
$
$
$
hO 1 0 0 0
situated as follows:
1430 W. Lisburn Road Mechanicsburg
Wherefore, Petitioner(s) respectfully roquest(s) the probate of the last Will and Codlcil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersigned:
S' a re
V'
;L
206 Hilltop Road
Boiling Springs, PA 17007
Form .RW-1 Page 1 of 2
Prepared by the Pennsylvania Bar Association 1991
/&-~/5-- Y'
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
The Petitioner(s) above-named swear(s) or affirm(s) that the statements In the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly dminister the state accordin to law.
Swom to or affirmed and subscribed Z,JarJ ~. ~L
1st
before me this
March
No.
21-2001-250
Estate of RrfT'H F. . WF.T~~ Deceased
Social Security No: 189-07-9175 Date of Death: 01-27-01
AND NOW, March 7, , ~ 2001 ,in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters I:&l Testamentary 0 Of Administration
d.b.n.c.ta.: pendente lite; durante aenll_; durante mlnoritaJe
are hereby granted to
SHARON EILEEN KLINGER
in the above estate and that the Instrument(s) dated June 25th, 1995
described In the Petition be admitted to probate and filed of record as the last Will C)! Decedent.
FEES
Letters ..................... $
Short Certificate(s).1. $
Renunciation ............ $
Affidavits ( ) ............. $
Extra Pages (5) ......... $
Codicil ....... ............... $
JCP Fee ................... $
Inventory .................. $
Other ....................... $
TOTAL ............. $
115.00
3.00
Attorney:
1.0. No:
15.00
Address:
3117 Chestnut street
5.00
Telephone:
Camp Hill, PA 17011
(717) 761-5800
MAILED LETTERS 'TO A'ITORNEY
138.00
FomlIRW-1 Page 2 of 2
Prepared by the Pennsylvania Bar Assodatlon 199 t
21-2001-250
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
I- 0 (5 m. ~ <'0. b Q <''( J <2"Yl l. Foil':; b~ "'''/
codicil
(each) a subscribing witness to the~resented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that 4)(0 u.J (~\("C-'> present and saw
R u+h "E, We.:> {'se::..
,
the testatrix , sign the same and that We signed as a witness at the
request of testat~ in h eo v presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 6th day of
March ~ 2001
"
~ ~cyu
f (~ff- (
Wtr!l/~/
~ ~ /7pt!7)
/
REGISTER OF WILLS OF // COUNTY
OATH OF NON-SUBSCRIBING/WITNESS
"
"''''-'
.~'" .",,/'
(each) a subsCriQ~E hereto, (each) being duly g.ualified according to law, depose(s) and say(s) that
""" familiar ~ith the signature of
"'", codicil
testat_ of (one of the""..s.~bscrib'ing witnesses to) the will presented herewith and
codicil
,believes the signature on the will is in the handwriting of
.)<"'~
that
to the best of
/ knowledge and belief.
Sworn to or affirll}.fd and subscribed before
me this day of
19_
'.
"""{JYame)
"',-
"
(A ddressf".,,
Register
(Name)
(Address)
: 11 \ IS to cenify that the information here given is correcdy copied from dn original certificate of death d~d)' i-iled with me as
1,0 "I ~egistrar.' The original certificate will be forwarded ro the Stdte Vital Records Office tor permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
fee t()f rillS L'ertificare. S2.00
/fIl ;fIiII,iji;/}.-/;:,;:;;; '" ~
,{III<. t..~J\\ 0,. P, 'l"A;-"';;;... ,-."
4\l,~ '-;:--/----,t:.!.ft'jl ;,___'),
'I' ~".. ~v L-_~
Il~/ IiIJ.a. \~\
IS ~/ "~ \"p~
,~~( , -~#~ - ":~~
I\\~~".. ~~> :::=:j
~*-"'~~~'I
--- /Q., .~II
~-.:.-._ Af~11; '- "(. ~~ ,l
"':'",,',, ENl \)\'II~!'
"'''F/.!.!!.!!!!1!!!.l,.;:/
P 7121069
No.
21-2001-250
t:AdA~'- -' djz-<-j ,<'7; .LC't'..1 /
7' ;.. Ddte
H lO!) ~ 4-3 Re... 2187
COMMONWEALTH OF PENNSYLVANIA e DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
Did
--
Mina
-...hip? 17..0 ::=':::01
MOTHER'S NAME ,F.., M"""", M..-oSumame, Mabel Clock
,..
INFORMANrs'6rnwr6pj:'tO'a~1rOiflii'gl~hgs, PA 17007
201>
PLACE OF DISPOSITION, Name 01 CemellfY. CI.matory lOCRION . c""~. SIal.. rIP Code
OfOl""'N'Orthumberland Memorial Park Sunbury, Pennsylvania
Zh;.
TYPEJPRINl
IN
PER.....NENT
BLACK INK
NAME Of DECEDENT iflrSf MI<lOIe, laSlI
Ruth E. Weiss
SEX Female
2.
AGE (l aSf 8.nhdav) UNDER 1 VEAR
Monlho Days
UN!lE R , Di'It
- I ..in';,..'
84 y,.
5.
COUNTY OF DEArH
Cumberland
DECEDENT'S USUAL OCCUPiVION
\(i.v. klIld d WOIk dOne d\J<onq mooI
01 WOfIunIJ Iol.~an 'e(er~'
. 118. 1111.
DECEDENT'S loIAlllNG ADORESS (SIr.... CIlVniMn SIaIo. ZopCOdeI
100 Mt. Allen Drive
Mechanicsburg, Pennsylvania 170
,a.
FRHER'S NAME (f.... M.adJe. L...,
Norman E. Wagner
Sharon E. klinger
'a.
INFORMANT'S NAME (T ypelPt""1
~
8
:;:l
o
o
~
z
FD-012662-L
l :
WERE AUIDPSV flNOlNGS
AVA'u'BlE PRIOR 10
COMPLETION OF C"'USE
OF DEAr..,?
......NNER Of DEATH
DATE OF INJURY
(Monlh. Day, Year)
HiIIlural ~
Accident []
Su)Clde [' I
STAlE F"llf: NUMBER
SOCIAL SECURITY NUMBER
3. 189 _ 07
White
SURVIVING SPOuSE
lit ...... 9IYe ma.oen name.
.....
c"Ylboro
NA..e AND ADORESS OF FACILITY
Myers Funeral Home. Inc. 37 East Main Slreet Mechanicsburg, Pa 17055
22c.
LICENSE NUMBER
001
ORE SIGNED
(MOOII1. Day. ......1
Ub. 23c,
WAS CASE RefERRED 10 MEDICAl EXA...INERlCORONER?
~.[J ~~
~.
. Approximate
:..,terv"~n
I 0flMC and dea'"
I
I
PART N: Olhor SlQIl,rl<:anl c:oodiOons conlrobuling 10 <loath. bul
1101 r.....ing in 1110 unclotlylng co_ _ in FWlT I
I
:
-;-- --"---
I
,
TI...E OF INJURY
INJURY JJ WORK?
DESCRIBE HOIN INJURY OCCURRED
Pending Inv8SIIQallOn
[J
n
[] ~CEOFlNjuiiv~ho-rne-:t.,~.O:;;;o. iactCHY. office
building, .Ie: ISpocd'4'l
300.
HomiCide
v.. [J
No~
Could nor btJ deltumloed
,..
CERTIFIE.R leNtOI oruy onel
.CERTWVtNG PHYSICIAN IPh.,.StCld(1 c~ndYlng cause ~ Ot:>dlh ....ht:p ..}OOI"ef I-lh\'SIL,an has PfOOOl.lrlCed LJt!dlh .J./lO CUfnl)It:I~ Item 23)
To the beal o. mw kno'llll''-dge, death occurred d....1O me C~UU(IJ.nd m..one'.a statecl. .
.PRONOUNCING AND CERTIFYING PHYSICIAN ""'\,SoCl.10 hilt: ~)IO"(JU, "':""9 \Je<.llh dlld Ct.'lldy,ny 10 LJU:>tl' ul d~dll,l
To the be-at 0' mv knowtedgft, death occurred at the lime, dilte, .nd place. and du.to the ciluse(.).nd m~nnet... II.ted
'..EDICAL EX.....INER/CORONER
On the basi. 0' examination and/of' investig....on. in my opinion, death oc;;c;;utred at the lime, date, ~nd place, dnd due to the cau5e(.~ and
manne, .. st~te-d. .
]1.
Lb 1.12l..f.Qd
o NoD
AI 30<:.
SIGNA E.lNDTIT R I " , ~/I
[J 31b ~V"'V/
[] ~~ujo~ (~~ - ~h::::E:S~MI ~ L_
NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH
(lIem2l)T~peorP"nl rJe D
~It-htt~\) ~V\N/III t tyI. .
890 Poplar Church Camp Hill, Pa. 17011
LJ
32.
DATE FilED (Monlh Day Yea.,
]OJ
~'l-il.~ 20/1 I
--
\::..
.
~
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
C~GuJ~
Date of Death: gtiA-U. r?I 7, 0 I
Will No. ~ { .. {J I - ~ S- 0
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
-J1~UuJ ci. .1&vt
IfJdk^M f{. *
Address
dDt, ~RJ. ~~)l
~
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
101t9/D I
,
Signature
Name 0)MmJt~~
Address JAOIo f-I; LLrDf Rei.
,
Bll,' I; fll S;p~ s PA, '7007
Telephone (7/1 ~ s-t -10 ~ 3 Y
Capacity: _ Personal Representative
~Counsel for personal representative
dhd\ 7068S\6-8-9S\crs\1
.' ~
LAST WILL AND TESTAMENT
OF
RUTH E. WEISS
21-2001-250
I, RUTH E. WEISS, of Monroe Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do make, publish
and declare this to be my Last Will and Testament, hereby revoking all Wills
and Codicils by me at any time previously made.
ITEM I:
All inheritance, estate and similar
taxes becoming due by reason of my death ("Death Taxes"), whether such Death
Taxes shall be payable by my estate or by any recipient of any property, shall
be paid by my Executor out of the property passing under ITEM V of this Will
as an expense and cost of administration of my estate. My Executor shall have
no duty or obligation to obtain reimbursement for any Death Taxes paid by my
Executor, even though paid with respect to proceeds of insurance or other
property not passing under this Will.
ITEM II:
I hereby exercise all powers of
appointment which I may have at the time of my death in favor of my Executor,
and all property subject to all such powers of appointment shall be included
in my estate and be governed by the provisions of this Will.
ITEM III:
I give and bequeath all of my
household furniture and furnishings, automobiles, boats, trailers, books,
tools, pictures, jewelry, china, crystal, appliances, silverware, wearing
apparel and all other like articles of household or personal use or adornment
to those of my children, SHARON EILEEN KLINGER, JOSEPH E. SCOTT, THELMA L.
Page 1 of 6 pages
WALLACE, GEORGE N. SCOTT, STANLEY E. SCOTT and WENDY D. MURPHY, who survive
me, in as nearly equal shares as they shall select under the supervision of my
Executor, except that I give and bequeath my Ford lawn and garden tractor to
my son-in-law, WILLIAM R. KLINGER, if he survives me. My Executor shall
select such articles, if any, as such Executor deems appropriate for any minor
and deliver the articles to the minor or to any person or persons chosen by
such Executor whose receipt shall be a complete acquittance therefor. If any
such articles cannot be fairly divided or distributed in kind in the opinion
of my Executor, such articles shall be sold and the proceeds thereof shall
pass as a part of my residuary estate.
ITEM IV:
I give, devise and bequeath all of
my right, title and interest in and to my real property located at 1430 West
Lisburn Road, Mechanicsburg, Pennsylvania to my daughter SHARON EILEEN KLINGER
and her husband WILLIAM R. KLINGER, as tenants by the entireties if both of
them survive me, or to the survivor if only one of them shall survive me. If
neither of them shall survive me, I give, devise and bequeath all of my right,
title and interest in and to said real property to my grandson, KEVIN JOSEPH
ERNEST, if he survives me.
ITEM V:
I give, devise and bequeath to my
grandson, MICHAEL E. MURPHY, the sum of TWO THOUSAND DOLLARS ($2,000.00), if
he survives me. I give, devise and bequeath all the rest and residue of my
property, real, personal and mixed, not disposed of in the preceding portions
of this Will, in equal shares to my children, SHARON EILEEN KLINGER, JOSEPH E.
SCOTT, THELMA L. WALLACE, GEORGE N. SCOTT, STANLEY E. SCOTT and WENDY D.
MURPHY, living at my death and to the then living issue of any of said
Page 2 of 6 pages
~
children of mine who predeceases me, provided that such issue shall take, per
stirpes, the equal share the deceased child would have received if living.
ITEM VI:
No interest in income or principal of
my estate shall be subject to attachment, levy or seizure by any creditor,
spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my
estate prior to the beneficiary's actual receipt thereof. My Executor shall
pay over the net income and the principal to the beneficiaries herein
designated, as their interests may appear, without regard to any attempted
anticipation (except as may be specifically provided herein), pledging or
assignment by any beneficiary of my estate and without regard to any claim
thereto or attempted levy, attachment, seizure or other process against said
beneficiary.
ITEM VII:
Any person who shall have died at the
same time as I or under such circumstances that it is difficult or impossible
to determine who shall have died first, shall be deemed to have predeceased me.
Any person other than me who shall have died at the same time as any then
beneficiary of income of my estate or under such circumstances that it is
difficult or impossible to determine who shall have died first, shall be deemed
to have predeceased such beneficiary.
ITEM VIII:
In the settlement of my estate, my
Executor shall possess, among others, the following powers to be exercised for
the best interests of the beneficiaries:
(a) To retain any investments I may have at my
death so long as my Executor may deem it advisable to
my estate or trust so to do.
Page 3 of 6 pages
(b) To vary investments, when deemed desirable by
my Executor, and to invest in such bonds, stocks,
notes, real estate mortgages or other securities or in
such other real or personal property as my Executor
shall deem wise, without being restricted to so-called
"legal investments."
(c) In order to effect a division of the
principal of my estate or for any other purpose,
including any final distribution of my estate, my
Executor is authorized to make said divisions or
distributions of the personalty and realty partly or
wholly in kind. If such division or distribution is
made in kind, said assets shall be divided or
distributed at their respective values on the date or
dates of their division or distribution. In making any
division or distribution in kind, my Executor shall
divide or distribute said assets in a manner which will
fairly allocate any unrealized appreciation among the
beneficiaries.
(d) To sell either at public or private sale and
upon such terms and conditions as my Executor may deem
advantageous to my estate, any or all real or personal
estate or interest therein owned by my estate severally
or in conjunction with other persons or acquired after
my death by my Executor, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the
powers conferred upon my Executor in this paragraph or
elsewhere in this Will.
(e) To mortgage real estate and to make leases of
real estate for any term.
(f) To borrow money from any party, including my
Executor, to pay indebtedness of mine or of my estate,
expenses of administration, Death Taxes or other taxes.
(g) To pay all costs, Death Taxes or other taxes,
expenses and charges in connection with the
Page 4 of 6 pages
-"
administration of my estate, and my Executor shall pay
the expenses of my last illness and funeral expenses.
(h) To vote any shares of stock which form a part
of my estate and to otherwise exercise all the powers
incident to the ownership of such stock and to actively
manage and operate any unincorporated business,
including any joint ventures and partnerships, and to
incorporate any such unincorporated business, with all
the rights and powers of any owner thereof.
(i) In the discretion of my Executor to unite
with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of my estate.
(j) To assign to and hold in my estate an
undivided portion of any asset.
(k) To hold investments in the name of a nominee.
(1) To compromise controversies.
ITEM IX: If at any time any minor shall be
entitled to receive any assets free of trust by reason of my death, whether
payable hereunder, by operation of law or otherwise, I appoint my daughter,
SHARON EILEEN KLINGER now of South Middleton Township, Cumberland County,
Pennsylvania, as Guardian of such assets authorized by law payable to such
minor; or, if for any reason my daughter should fail or cease to act, I appoint
my son-in-law, WILLIAM R. KLINGER, now of South Middleton Township, Cumberland
County, Pennsylvania, as such Guardian. The Guardian may receive, administer
and shall have full authority to use such assets, both principal and income, in
any manner the Guardian shall deem advisable for the best interests of the
minor, including college, university, graduate or other education, without
securing a court order. The Guardian shall have all the rights and privileges
Page 5 of 6 pages
"
"I.
in its capacity as Guardian as are herein granted to my Executor as to my
estate.
ITEM X: I hereby appoint my daughter, SHARON
EILEEN KLINGER, as Executor of this Will. If for any reason my daughter should
fail or cease to act, I appoint my son-in-law, WILLIAM R. KLINGER, as Executor.
All reference in this Will to my "executor" shall refer to my surviving
Executor, as the case may be.
ITEM XI:
Any Guardian or Executor shall
qualify and serve without the duty or obligation of filing any bond or other
security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding five (5) pages, this
2"~ day of T ~
, 1995.
<~~~ ~~
~ . RUTH E. WEISS
(SEAL)
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testatrix as and for
her Last Will and Testament, in the presence of us, who, at his request and in
her presence and in the presence of each other, have hereunto set our hands and
seals the day and year above written, and we certify that at the time of the
execution ther.{.~ said Testatrix was of sound and disposing mind and
. cr" Residi~g at: ~D3 1.f.111r:. fp~
"3e?/(u:r 5ff"L~( IA 17(}()7
Residing at:dO-S:- ;Zk-L~ t~.
r) .
~-=')' f' c-- .,) 11
N d-r-/I'~'! ~tl.--1~~,.--, ]/)r /-' 1+ /7 () 0 7
Resid,ing at: ~/!.d1'/r f.
~l~r'~' /7(}(77
~p " I 1) L- ~-'lSEALI
~4.7WlJM f<SEAL)
Page 6 of 6 pages
/~-ca/$-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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-25-2003
WEISS
01-27-2001
21 01-0250
CUMBERLAND
101
SCOTT M DINNER
S M DINNER LAW OFFICE
3117 CHESTNUT ST
CAMP HILL PA 17011
*
REV-lS47 EX AFP (01-0JI
RUTH
E
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
67,630.00
.00
.00
.00
4,795.00
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :i54j-Ex--AFP--((ff:03)--N();--iCE--oF-YtiHEifi;:Ai''-cE-~''-Ai-A-PPRjrisEMENT~--Ai:.i-oWAi"-CE-(rR------------ - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEISS RUTH E FILE NO. 21 01-0250 ACN 101 DATE 02-25-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
6,038.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
72,425.00
160.651 52
88,226.52-
.00
88,226.52-
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. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
154,613.52
(11)
(12)
(13)
(14)
(15) .00 X 00 = .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= .00
r'A Y"~rtl 1C~'-~~r'1 (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
G/
ot<
STATUS REPORT UNDER RULE 6.12
Date of
Decedent: _~ u\\,,, E . \~ e I 5S
Death:~-21-.1_Cb~
2\ -0\ - 02sa
Name of
Will No.
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 No f..
2. If the answer is No, state when the personal
representative r~asonably believes that the administration will be
complete: ~\{~VL.\'\ '2bO-S
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:
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
Cerk of the Orphans' Court and may be attached to this report.
~~
Si~ture
~Cl)-\\- M .b~\'\t\ev-
Name ~~ ~1d\€I:rOs~~t)
Address C~vV\ \-\ In /PA. IlD \,
(lf7l11o\- ~BOO
Te 1. No.
\1. _1 ~ "7
Date: ~-OL
Capacity:
Personal Representative
-~
Counsel for personal
representative
(MAH:rmf/AM3)
'"
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 12/06/2002
SHARON EILEEN KLINGER
206 HILLTOP ROAD
BOILING SPRINGS, PA 17007
RE: Estate of WEISS RUTH E
File Number: 2001-00250
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. I, 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 will become delinquent on: 1/27/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc: ./ File
Counsel
Judge
~(l
Ji~
,'I
(~ ./
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Ruth E. Weiss
Date of Death:
01/27/2001
Will No.
21-01-00250
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 xx 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 No xx
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 xx No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may b~e ;tt:~~;~.. to ~ ~hiS repo ~rt.
Date: 2/27/2003
S' dLure
Scott M. Dinner, Esq.
Name (Please type or print)
3117 Chestnut Street
C~mp Hill, PA 17011
Address
(717)761-5800
Te 1. No.
Capacity: Personal Representative
(MAH:rmf/AM3)
xx Counsel for personal
representative
~-lIoMEX.\I-4Ol
~
w
..
",~0
o~'"
~~9
0.._
~
...
v>z
Ww
"'0
lljilj
0..
.
./
I
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ilj
5
"
"
~
o
li1
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 Transf"", & Miscellanecus Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabil~les, & Liens (Schedule I)
11. Total OeducUons (total Lines 9 & 10)
COMMOMl\EAl..TH OF PeNSYLVAAlA
OEPARTMENTOF ~
DEPT.2aoso1
~~G,PAl71~Oll{I'--_
fiLE NUMBER
21 01
__QQJ.J.!'ITY COQ~_ ~tL
--------- ----- --------
SOCIAL SECURITY NUMBER
00250
~~m:._R
..
~
~
o
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Weiss. Ruth E.
DATEO"F-OEATH (MM=DD.YEAR)-- - -----T DATE-OF' BIRTH (i.1M-DMEARj----------
01/27/2001 12/26/1916
o 4a. Future Interest Compromise (date of death
aftar12-12-82)
o 7. Decedent Maintained a Living Trust (Attach
copy of Trust)
o 10. Spousal Poverty Credit (dale of death between
12-31-91 and 1.1.95
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND COIlflDEHTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
AME COMPLETE MAILING ADDRESS
Scott M. Dinner
12. Net Value of Estate (Line 8 minus Line 11)
189-07-9175
THIS RETURN MUST BE FILE::O IN DUPUCATE VIIITH THE
_ B.I:.~_~TJ::B Cll'VV1LUL
SOCIAL SECURITY NUMBER
I
- ----~rr- 3. Rernair:de;""Retum {da1601' aeattl prior \0 12:1J.s2) , ~
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11.EJection to tax under Sec. 9113(A) (Attach $ch O)
3117 Chestnut Street
Camp Hill, PA 17011
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDi-E INITIAL)
'.'jg'"
o
jg 6.
Og
------0-2:. Suppl~~ental ~turn--
(1)
(2)
(3)
(4)
(5)
(6)
(7)
'~WF;(}.A\. USE :]Nl Y
1. Original Return
4. Limited Estate
Decedent Died Testate (Attach copy
of Will)
Litigation Proceeds Received
IRM NAME (It applical>le)
Law Office of Scott M. Dinner
LEPHONE NUMBER
717/761-5800
67,630.00
None
None.-
None
4,795.00
None
~
None
(8).
72,425.00
(9)
(10)
6,038.00
--'---'--'~
154,613.52
(11)
160,651.52
(12)
insolvent
13. Charitable and Governmental Bequests/See 9113 Trusts for which an eIecllon to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate,
or transfers uncler See. 9116(a)(1.2)
~
~
~
..
~
o
S
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
x .00
(15)
x .045
(16)
19. Tax Due
x .12
(17)
x .15
(18)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(19)
20. 0
>> BE SURE TO ANSWER ALL QUESTIONS ON'REVfRSE SIDE AND RECHECK MATH <<
Fonn REV-1500 EX (Rev. 6-00)
Copyright 2000 tonn software only The Lackner Group, Inc.
Dec!,dent's Complete Address:
STREET ADDRESS
100 Mt. Allen Drive
f-----. -----
CITY
Mechanicsburg
. --TSTATE PA
I ZIP 17055
----
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CredilslPayments
A Spousal Poverty Credit
6. Prior Payments
C. Discount
(1)
Total Cred~s (A + 6 + C)
(2)
0.00
3. InleresUPenaIty ~ applicable
D. Interest
E. Penalty
TotaIlnteresUPenalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
6. Enter the total <:t Line 5 + SA. This is the BALANCE DUE.
(3) ______.!l.00
(4)
(5)
(SA)
(56)
0.00
0.00
Make Check
to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income <:t the property transferred:.... ................ ............... .. ...................... n ~
~. :::~~~.::i:~~ii~=;":shall~~1~~~t"'"S~~~i~..i~~ClI11l!:::::::-_...... R ~
d. receivethepromiseforl~eefeitherpayments.benefitsorcare?.. ............. 0 ~
2 ~~g ':':~e :s=~ 1~,1~:~id~""tt~s:~~fllIlllr\)'~i~~~~..yel'r~death ..thout 0 ~
3. Did decedent l>NT1 an "in trust for" or payable upon death bank account or security at his or her death?.. 0 ~
4. Did decedent l>NT1 an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?.......................................... ..,.......................................................... 0 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of peFjury. I aeClare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration.of preparer~_!herthan th~erson~_represent.atlve is ~.!ed on all !...nformalion ~whiCh pre:p~rer!\aS ar\y knowledge.. .. ___.___.
.SIGNA RE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Sbar ileen Klinge 'G.
SI NATURE OF PERSON RESPONSIBLE FOR F1LlN
DATE
- ADDRESS
206 Hilltop Road
Boiling S"rings,I'~_~Z007 .___
DEe .~ 0 "Hn')
" t.",
. -OA.TE -.-
---------;t;;OORESS-
OATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value ef transfers to or for the use of the
surviving spouse is 3% [72 P.S. 39116 <a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P .5. 39116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from ~ and the statutOlY 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.<Jne years of age or younger at death to or for the use of a naturat
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 39116 (a) (1.2)].
The tax rate imposed on the net value eftransfers to or for the use of the deoedent's Nneat benefICiaries is 4.5%, except as noted in 72 P.S. 39116
1.2) [72 PS. 39116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12% [72 P.S. ~9116 (aJ (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 bl()()'j or adoption.
*'
SCHEDULE A
REAL EST ATE
COM....ON/IIEAI. TH OF PEt.NSVLVAHA
IN-ERlTANCE TAX RETI.RN
RESIDENT DECeDENT
ESTATEOF W' RthE
eISS. U .
__".____ ^ _____..~.____.....___ ___.,_~__ L__ ,___.___ ________~__".____._
- -~------------ --------IFILE NUMBER---- -- ----
I 21-01-00250
-,-.---- ---_...._----,._~--- ..._-_._-~_._.~---_._-._--_._._.~--~--~--
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which propertY would be excnanged between a willing buyer and a willing seller, netther being compeiled to buy or sell, both having
reasonable Knowledge of the relevant facts. Real property which is jointfy-owned with righf of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
.----..--
1
DESCRIPTiON
VALUE AT DATE
OF DEATH
67,630.00
real property localed al1430 Wesl Lisbum Road, Monroe Township, Cumberland
County, Pennsylvania - lax parcel# 22-11-0278-019 [assessed value - see allached]
TOTAL (Also enter on Line 1, Recapitulation)
67,630.00
Facetwin Screen print .:>r cwaters, from "CAMA....Login" 1<', ./014:35:48 PM
PARCEL: 22-11-0278-019. TYPE: R Schl: 4 value override:
Municipality: 22 - MONROE TOWNSHIP Nbhd: MONROE TOWNSHIP RESIDUAL
Owner's Name: WEISS, FRANK & RUTH SCOTT
Year Group Sty Grade Int. Land NBHD LFI LAFCcode) DwlTyp Ex-C walls
1900. 1 2 C+10 s. 75 22 . C . ) DETACH Alumi num
Residential value . .. ( 1560 42488 special-comments
( . % complete, Index: 55.%) .
Out Buildings (screen 4)...... 144
Other Residentials (no. )..
Commerci a 1 Bldgs...(no. ).. - REVIEW: F
Tota 1 Building Value... ......... 42630 - Part Interest: .of .-
current prey FMV Cost Fair Market Ag Use 1974 FMV Fctr Impact
Land ...... 25000 25000 25000 1480 Land 37 %
Improvments 42630 23980 42630 8680
Total..... 67630 48980 67630 10160
Assessed. . . 67630 48980 67630 2540 6.66 80%
SALES VALIDATION
FMVL! AC: 50000 FMV!AC: !OV Steb: Ratio: Sales Date:
Acres code: Analysis: Ratio: Sell pri ce:
Deeded Acres: .50 valid: - Adjusted SP:
Screen 8 Enter Selection> Record: 45734
Index Mode
D -Delete, H -Hardcopy, U -update, x -Exit, F -print Form, B -Browse
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
...~.~~__ _~___ .___~_l__ ~_. ~_. ___. .~.._ ~.____~
.._.-._~~_._-- u IFILENUMBER ._-~-
21 - 01 - 00250
COMMON.l\lEJllThOF~LVANA
It.t-ERITANCl: TAX RETlRN :
RESIDENT DECEDENT 1
- __________....._____n...._.____... _____
ESTATE OF .
WeISS, Ruth E.
Indusle the proceeds of li\igation 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
VALUE AT DATE
OF DEATH
-----_.~---
4,795.00
--_.~--~-_.._---_._-_._--- - .----- "'------'-' ---..------'..---
Myers Funeral Home - Mechanicsburg, Pennsylvania burial account # 40006177
TOTAL (Also enter on Line 5, Recapitulation)
4,795.00
'*
SCHEDULE H
FUNERAL EXPENSES &
~l1VECOSTS
COMMONlJEALTHOF PBN>'f\..\fANA
j~ITAN:;E TA)( RETURN
RESIDENT DECEDENT
----
__"__________ ..____-0___---
. ...~- -- --
IFILE NUMBER ----------
'I 21 - 01 - 00250
ESTATEOF W' R hE
elSS, ut .
------_.-- -~-- .---------- - ---~...- ----. ----~-----_.."
Debts of decedent must be reported on Schedule I.
,-"-_.--- ----- .-- ----_.- ------------.-------- ..-------.....------- -.-
ITEM I
NUMBER'
--------------.-----.-----
A.
DESCRIPTION
.f--.- AMOU~______
4,795.00
I FUNERAL EXPENSES:
i Myers Funeral Home - Mechanicsburg, Pennsylvania
2
I Northumberland Memorials - headstonelmarker
675.00
B. I ADMINISTRATIVE COSTS:
1. Personal Representati~'s Commissions
1 Social Security Number(s) I EIN Number of Personal Representati\le(s):
Street Address
City
Year(s) Commission paid
Attorney's Fees Scott M. Dinner, Esq.
Slate _ Zip
2.
420.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Slate
Relationship of Claimant to Decedent
Probate Fees Register of Wills - Cumberland County
Zip
4.
148.00
5, Accounlart's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
TOTAL (Also enter on line 9, Recapitulation)
6,038.00
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
_____L
---~TFILE NUMBER
21-01-00250
COMMOW\'EALTH OF ~YlVPHA
IftotERITAAlCETAXRETU'lN
RESIDENT DECEDENT
ESTATE OF .
WeISS, Ruth E.
Include unreimbursed medical expenses.
ITEM
NUMBER
~,--
1
DESCRIPTION
AMOUNT
Alliance Mortgage loan # 155976 [mortgage on 1430 W. Lisbum Road property - see attached mortgage
statement]
16,443.21
2
claim of Pennsylvania Department of Public Welfare - see attached correspondence of May 16,2001.
138,170.31
TOTAL (Also enter on Line 10, Recapitulation)
154,613.52
<>'6Tm~~~~
P.O. Box 2167
Jacksonville, FL 32232-0004
,
MON-THLY
MORTGAGE STATEMENT
AND PAYMENT COUPO~
To Contact Us
Customer Service: 1.800-669.9721
Refinance or New Purchase: 1-800-669.3595
or visit US at www.alliance-mortgage.com
\. '
..,\ , ,\"1
'\ \ '::.y::'-;"/-"
r ,~,0 ..---v-
\.11 . V
< ' , ;.:"-!
\:'<:' ,. "
r:;()- __~ \~' _~/
", '"
A.' .<
,
..
LOAN NUMBER:
STATEMENT DATE:
MORTGAGOR SSN If:
CO-MORTGAGOR SSN #:
CURRENT PAYMENT INFORMATION
155976
02/1'/2001
189-07-9175
CUI7'enl Due Date
03/01/2001
RUTH E WEISS
1430 W LISBURN RD
MECHANICSBURG PA 17055-9758
1",111",111"..1,1"1,1./,1..1..,1,1,1,1,,1..,11,11,,,11,..1
...
Nut Payment Breakdown:
Principal &.lnterest
Escrow
Optional Ins/Products
Other
Ifpaidafter ( OJ/18)pay
TOTAL Payment
$237.03
$73.38
$.00
$1.00
$320.89
$311.41
Put Dae Amounts:
Property Address:
1430 K LISBURH AD MECBANICSBURG PA 17055
Delinqutm Payment(s)
Unpaid Late Charges
Other Fees
TOTAL Next Due
$.00
$.00
$.00
$311.41
I'lus~ IWtify o~~ offic~ 01 aitJ' cha",~ of adduH o~ Social S~c".t(y Numb~~, by I<liitl III~ lo~m Iocoud Oit liu /ulck :;.Id~ of 1M coupo".
IMPORTANT MESSAGE
CURRENT LOAN STATUS
Please save this statement!
Use the attached coupon and enclosed envelope to make your next payment. You
will receive an updated statement monthly.
If your payment has changed...an escrow analysis or ARM change notice
was sent under separate cover, as applicable.
s..,.1/fIrSII sid. fOl' other imporlant information.
CUT1'enl Loan lnfonnation Year to Dale Activity
Interest Rate B .125001 Interest Paid
Principal Balance 1\)$16,317.51 Principal Paid
Escrow Balance:L' $130.41 Taxes Paid
Suspen.se Balance $.00 Insurance Paid
This principal" nc. is not to ,;. UlUId a. II payoff figur..
$223.51
$250.55
$.00
$_00
\/
TRANSACTION HISTORY
Transaction
Description
PAIJIBIIT
Date
Du,
Date
Paid
Payment
Amount
Principal
Interest
Escrow
Impound
Optional
Products
Other
Fees
Other
ALLlANCEANNOUNCEMENTS
Considering an addition or remodeling your home?
BNY Mortgage Company will finance the cost of renovations - and even the closing costs - up to 95% of the After-
Completed Value of your home. Call 1-800-682-5148 to talk with a ReConstruction Mortgage Specialist and find out
how you can tap into the equity of your neighborhood.
Do not IHKfd writtfln COIT98pondMce with your paymflnt.
- - - - - - - - - - - - - -- - - ---- T - -- - - - - - - - - - - - -- - - - - - - -- -- - ---- ---- -- ----- _ _ ______ _ _ __
I
I
PAYMENT INSTRUCTIONS
..... Alliance
, r MORTGAGE COMPANY
LOAN NUMBER
155976
o CHECK IF CHANGE OF ADDRESS (OVER)
Make checks payable to:
~c~u fu.n41 ",1II b~ dpplkd
la O~I'I.lUiln, fccI a~ uc..,'"
IUI/cU otlcu",u~ UuI"u:l~d.
~ONTlME~ PAYMENT DUE ON OR BEFORE ,
$311.41 MAR 01, 2001
PAYMENT IF RECEIVED AFTER ,
$320.89 MAR 18, 2001 i
AODITIONAL
PRINCIPAL
ADDITIONAL
ESCRO'N
ADDITIONAL
LATE CHARGES
ADeiJ~ONAL
OTH R
b~6~~~KOUNT
Plea.';e:
. don1 send cash.
. don11nclude correspondence.
. don1 staple checks 10 your
paymenl coupon.
write your loan number on your
check or money order.
. write In any addlllonal amounls
you are Includln~.
. make sure address on coupon shows
Ihrou~h the enclosed return envelope.
RUTH E WEISS
Alliance Mortgage Company
P.O. Box 44151
Jacksonville Fl 32231.4151
1.,/1..,1,1"1,1"11..,,11,1,,1..,11,1,1,,,,11,1,1,,..11,,1,11
.....'4II/NI;PI'.g'
...
155976 0032089 0031141 5
~'_'~n..
.~
~.
*'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
BUREAU OF FINANCIAL OPERATIONS
ESTATE RECOVERY PAOGRAM
PO BOX 8486
HARRISBURG, PA 17105-8486
~
May 16, 2001
SCOTT M DINNER
3117 CHESTNUT STREET
CAMP HILL PA 17011
Re: RUTH WEISS
CIS #: 140128378
Co/Rec: 21/0074933
Date of Birth: 12/26/1916
SSN: 189-07-9175
Dear Mr Dinner:
Please be advised that the Department of Public Welfare is attempting to
recover the monetary value of any and all eligible assets in the subject
estate. Although the amount in the estate may be considerably less than that
which is owed to the Department, our claim is against the estate, no one
else. Your responsibilities, as the primary next of
kin/administrator/executor, is to advise the Department of any assets in the
estate and to insure that the remaining money, after all funeral and
administrative costs are deducted, is sent to the Department.
The Department of Public Welfare maintains a claim in the amount of
S138.170.31 against the above-mentioned estate. This claim is for
restitution of medical assistance granted on behalf of the decedent for which
the Probate Estate is now responsible to reimburse the Department according
to Act 49, 62 P.S. 1412, effective August 15, 1994, as amended by Act 20-95,
effective June 3D, 1995. Enclosed is the Department!s itemized statement of
claim.
A portion of this medical expense, namely S16~510.31, was incurred
during the last six months of the decedent IS life; therefore, it is a Class 3
claim pursuant to Section 3392 of the Decedents, Estates, and Fiduciaries
Code, 20 Pa. C.S.A. 3392(3). The balance of the claim, namely S121.660.00,
is to be entered as a priority Class 6 claim against the estate.
Please acknowledge receipt of this letter and advise when payment may be
expected. Zf the estate accounting is complete, please provide a copy. Zf
the estate contains real estate, please provide copies of the deed, the
latest tax assessment and a current appraisal, if available.
Sincerely,
l~J1.~
Enclosure
Carl G. Rinkevich
TPL Program Investigator
717-772-6258
717 -772 -6553 FAX
REV-1513 EX+ (9-00)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEAl.. TH OF PENNSYLVANIA
INHERITANCE TAX RET1.JRN
__~E~IDE~T_~EC_~~ENT _ '_.._______
-
------
__L_
____,..._________ _u _'_
.-----....------..-.--
, FILE NUMBER
I 21.01 - 00250
-_._.._.__._---_.----~-'---_._--_._- ------_.--
ESTATE OF
Weiss, Ruth E.
-
I RELATIONSHIP TO '
NUMBER . NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY , DECEDENT I AMO~~~~T~~~ARE
__._._____.1. _~______.__,..__._~._____.._,__._..____..._______._____..______.,_._.__.____.__--'-------Do-.NolUst.In.astae(s~-.-_____t___ -,---- ..-----..- ---
J. 'I TAXABLE DISTRIBUTIONS (include outright spousal distributions) .
1 I Sharon Eileen Klinger
. 206 Hilltop Road
i Boiling Springs, P A 17007
,
Daughter
2
Joseph E. Scott
Box326 A - RD 1
Sunbury, PA 17801
Son
3
. Tbelma L. Wagner (formerly Wallace)
RD 1 . Box 647
Paxinos, P A 17860
Daughter
4
I George N. Scott
, 26 Edgewood Drive
! Mechanicsburg, PA 17055
Son
II.
I See Continuation Schedule(s) attached
j Enter dollar amounts for distributions shown _ on lines 15 through 18, as appropriate, on Rev 1500 c","" s~
'NON-TAXABLE DISTRIBUTIONS:
IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
,BEING MADE
'B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,
,
I
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET'
,
,specific devise of real
Iproperty and 1/6 of
,residue & pp
1/6 of residue and
personal property
I
1l/6 of residue and
personal property
11/6 of residue and
IPersonal property
I
--- ---- -iFiLE~NuMBER--~--- ~
1 21 . 0 I . 00250
. Fm6';~~~~~~ TO-- 10- AM~U~; OR ~~-;--
_po N~~i!t Trull~!t~L__ ..____~F _~STAT~
.
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
__ ______~E~~~E~(!:Q~f~~.~!"!~___
ESTATE OF
Weiss, Ruth E.
NUMBER
-----------_._'~----------_..__..,._._------I-
,
I
1
NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY
--------..--.~..--.------...-.----.-.-.------..----.-------.-----..~- ..-----r
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
I Sec. 9116(a)(1.2)]
5 Stanley E. Scott
P.O. Box 455
1 Arcadia, CA 95521
I.
6
1
I
o Wendy D. Murphy
6680 Eastwood Acres Drive
I
I Fort Meyers, FL 33905
7 Michael E. Murphy
2609 16th St. W.
Lehigh, FL 33971
8 William R. Klinger
206 Hilltop Road
Boiling Springs, P A 17007
L_
Son
Daughter
Grandson
Son-in-Law
1
_~l_
11/6 of residue and
ipersonal; property
I
I
11/6 of residue and
Ipersonal property
2,000.00
I
:specific devise of real
Iproperty
I
i
___L
Page 2 of Schedule J
WHEREAS, on the 7th
dated June 25th 1995
was admitted to probate as the last will of WEISS RUTH E
(LA::;'l', r 1K::;'1', MIUULt:)
late of UPPER ALLEN TOWNSHIP
Register of Wills of CUMBERLAND County, Pennsj.
Certificate of Grant of Letters
No. 2001-00250 PA No. 21-01-0250
ESTATE OF WEISS RUTH E
\ LA::;'!', r1K::;'l', l"llUULt:)
Late of
UPPER ALLEN TOWNSHIP
CUM~t:KLANU CUUN'l'Y,
Deceased
Social Security No. 189-07-9175
day of March
2001 an inst
CUMBERLAND County, who died on 1. (,_
27th day of January 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and fJ)
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certif}
that I have this day granted Letters TESTAMENTARY
to SHARON EILEEN KLINGER
who has duly qualified as Executor(rix}
and has agreed to administer the estate according to law, all of which full!
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the sea.:.
of my Office the 7th day of March
2001.
r-~;'Q"tt/~tcJ
gl ~e 0 1 s~
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WXLL AND TESTAMENT
OF
RUTH E. WEXSS
21-2001-250
I, RUTH E. WEISS, of Monroe Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do make, publish
and declare this to be my Last Will and Testament, hereby revoking all Wills
and Codicils by me at any time previously made.
ITEM I:
All inheritance, estate and similar
taxes becoming due by reason of my death ("Death Taxes"), whether such Death
Taxes shall be payable by my estate or by any recipient of any property, shall
be paid by my Executor out of the property passing under ITEM V of this Will
as an expense and cost of administration of my estate. My Executor shall have
no duty or obligation to obtain reimbursement for any Death Taxes paid by my
Executor, even though paid with respect to proceeds of insurance or other
property not passing under this Will.
ITEM II:
I hereby exercise all powers of
appointment which I may have at the time of my death in favor of my Executor,
and all property subject to all such powers of appointment shall be included
in my estate and be governed by the provisions of this Will.
ITEM III:
I give and bequeath all of my
household furniture and furnishings, automobiles, boats, trailers, books,
tools, pictures, jewelry, china, crystal, appliances, silverware, wearing
apparel and all other like articles of household or personal use or adornment
to those of my children, SHARON EILEEN KLINGER, JOSEPH E. SCOTT, THELMA L.
Page 1 of 6 pages
~L"",.."",",..-,......,^..
"._~~
~---~_.-~--~~ '-..--~
WALLACE, GEORGE N. SCOTT, STANLEY E. SCOTT and WENDY D. MURPHY, who survive
me, in as nearly equal shares as they shall select under the supervision of my
Executor, except that I give and bequeath my Ford lawn and garden tractor to
my son-in-law, WILLIAM R. KLINGER, if he survives me. My Executor shall
select such articles, if any, as such Executor deems appropriate for any minor
and deliver the articles to the minor or to any person or persons chosen by
such Executor whose receipt shall be a complete acquittance therefor. If any
such articles cannot be fairly divided or distributed in kind in the opinion
of my Executor, such articles shall be sold and the proceeds thereof shall
pass as a part of my residuary estate.
ITEM IV:
I give, devise and bequeath all of
my right, title and interest in and to my real property located at 1430 West
Lisburn Road, Mechanicsburg, Pennsylvania to my daughter SHARON EILEEN KLINGER
and her husband WILLIAM R. KLINGER, as tenants by the entireties if both of
them survive me, or to the survivor if only one of them shall survive me. If
neither of them shall survive me, I give, devise and bequeath all of my right,
title and interest in and to said real property to my grandson, KEVIN JOSEPH
ERNEST, if he survives me.
ITEM V:
I give, devise and bequeath to my
grandson, MICHAEL E. MURPHY, the sum of TWO THOUSAND DOLLARS ($2,000.00), if
he survives me. I give, devise and bequeath all the rest and residue of my
property, real, personal and mixed, not disposed of in the preceding portions
of this Will, in equal shares to my children, SHARON EILEEN KLINGER, JOSEPH E.
SCOTT, THELMA L. WALLACE, GEORGE N. SCOTT, STANLEY E. SCOTT and WENDY D.
MURPHY, living at my death and to the then living issue of any of said
Page 2 of 6 pages
".~...."~
~L~~
,.......,..
~ ~. .~...~
_.> ,
. ~
r 11'
,.~.
.~
. "---
children of mine who predeceases me, provided that such issue shall take, per
stirpes, the equal share the deceased child would have received if living.
ITEM VI:
No interest in income or principal of
my estate shall be subject to attachment, levy or seizure by any creditor,
spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my
estate prior to the beneficiary's actual receipt thereof. My Executor shall
pay over the net income and the principal to the beneficiaries herein
designated, as their interests may appear, without regard to any attempted
anticipation (except as may be specifically provided herein), pledging or
assignment by any beneficiary of my estate and without regard to any claim
thereto or attempted levy, attachment, seizure or other process against said
beneficiary..
ITEM VII:
Any person who shall have died at the
same time as I or under such circumstances that it is difficult or impossible
to determine who shall have died first, shall be deemed to have predeceased me.
Any person other than me who shall have died at the same time as any then
beneficiary of income of my estate or under such circumstances that it is
difficult or impossible to determine who shall have died first, shall be deemed
to have predeceased such beneficiary.
ITEM VIII:
In the settlement of my estate, my
Executor shall possess, among others, the following powers to be exercised for
the best interests of the beneficiaries:
(a) To retain any investments I may have at my
death so long as my Executor may deem it advisable to
my estate or trust so to do~
Page 3 of 6 pages
_~lllllrf1!li!,UlIl.ILOO"IIUT "
.I
iliL
(b) To vary investments, when deemed desirable by
my Executor, and to invest in such bonds, stocks,
notes, real estate mortgages or other securities or in
such other real or personal property as my Executor
shall deem wise, without being restricted to so-called
"legal investments."
(C) In order to effect a division of the
principal of my estate or for any other purpose,
including any final distribution of my estate, my
Executor is authorized to make said divisions or
distributions of the personalty and realty partly or
wholly in kind. If such division or distribution is
made in kind, said assets shall be divided or
distributed at their respective values on the date or
dates of their division or distribution. In making any
division or distribution in kind, my Executor shall
divide or distribute said assets in a manner which will
fairly allocate any unrealized appreciation among the
beneficiaries.
(d) To sell either at public or private sale and
upon such terms and conditions as my Executor may deem
advantageous to my estate, any or all real or personal
estate or interest therein owned by my estate severally
or in conjunction with other persons or acquired after
my death by my Executor, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or sales; also, to make,
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the
powers conferred upon my Executor in this paragraph or
elsewhere in this Will.
(e) To mortgage real estate and to make leases of
real estate for any term.
(f) To borrow money from any party, including my
Executor, to pay indebtedness of mine or of my estate,
expenses of administration, Death Taxes or other taxes.
(g) To pay all costs, Death Taxes or other taxes,
expenses and charges in connection with the
Page 4 of 6 pages
- ~ ,~-
l
~ ,'.
_IIUII' ,11
" ..--.-4
administration of my estate, and my Executor sha~l pay
the expenses of my last illness and funeral expenses.
(h) To vote any shares of stock which form a part
of my estate and to otherwise exercise all the powers
incident to the ownership of such stock and to actively
manage and operate any unincorporated business,
including any joint ventures and partnerships, and to
incorporate any such unincorporated business, with all
the rights and powers of any owner thereof.
(i) In the discretion of my Executor to unite
with other owners of similar property in carrying out
any plans for the reorganization of any corporation or
company whose securities form a part of my estate.
(j I
undivided
To assign to and hold in my estate an
portion of any asset.
(k)
To hold investments in the name of a nominee.
(1)
To compromise controversies.
ITEM IX:
If at any time any minor shall be
entitled to receive any assets free of trust by reason of my death, whether
payable hereunder, by operation of law or otherwise, I appoint my daughter,
SHARON EILEEN KLINGER now of South Middleton Township, Cumberland County,
Pennsylvania, as Guardian of such assets authorized by law payable to such
minor; or, if for any reason my daughter should fail or cease to act, I appoint
my son-in-law, WILLIAM R. KLINGER, now of South Middleton Township, Cumberland
County, Pennsylvania, as such Guardian. The Guardian may receive, administer
and shall have full authority to use such assets, both principal and income, in
any manner the Guardian shall deem advisable for the best interests of the
minor, including college, university, graduate or other education, without
securing a court order. The Guardian shall have all the rights and privileges
Page 5 of 6 pages
~"- - II r . .
..~
..LI:..
in its capacity as Guardian as are herein granted to my Executor as to my
estate.
ITEM x: I hereby appoint my daughter, SHARON
EILEEN KLINGER, as Executor of this Will. If for any reason my daughter should
fail or cease to act, I appoint my son-in-law, WILLIAM R. KLINGER, as Executor.
All reference in this Will to my "executor" shall refer to my surviving
Executor, as the case may be.
ITEM XI:
Any Guardian or Executor shall
qualify and serve without the duty or obligation of filing any bond or other
security.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last
Will and Testament, consisting of this and the preceding five (5) pages, this
p1'/-. day of ::r- ~
, 1995.
?f~
(SEAL)
E. WEISS
d?~'.
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testatrix as and for
her Last Will and Testament, in the presence of us, who, at his request and in
her presence and in the presence of each other, have hereunto set our hands and
seals the day and year above written, and we certify that at the time of the
~:~= ,r~ .:; ,..,.,"'. ... 0' .0=' ."" ".,..;n, "''''' =,
~ If :Ju~ EAL) Residi~9 at: ..;2..03 /-hI IIzt:. fp~
fi"'L~ ~(l"'~( ~ 17~()7
Residing at:cJOS 7.~ /),/.
'iJrnJ~l ~(Vj-';"'r PA- 17007
Resid,ing at: c:Prn.5/!-t.lf/f;b f.
~l~r,!/l. /7~1l7
/ 1)l'~o-'lSEAL)
~-t?~ f(SEAL)
Page 6 of 6 pages