HomeMy WebLinkAbout01-0365
~ 1ivCJ~ ~-:'cd6"=O/
PETITION FOR PROBATE & GRANT OF LETTERS
Estate of ELIZABETH M. HOLLER No. 21-01- :;tJ-01 ~'6.
also known as To: Register of Wills for the
, deceased. County of Cumberland
Social Security No. 182-22-9772 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated March 11 , 1994, and codicils dated none . 19--1. The
Executor named none died Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 801 North Hanover Street. North Middleton Township
Decedent, then ~ years of age, died March 6 , 2001, at
Carlisle Hospital, Carlisle, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
i ncom petent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$110,000.00
$
$
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s~. . esidence(s) of Petitioner(s):
Iilft;.
ohn . 'wev~
10300 Upper Strasbura Road
Upper Strasbura. PA 17265
717 -530-5294
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
55
COUNTY OF CUMBERLAND
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
~~Or
. John. Weyman
Sworn to or affirmed and subscribed
before me this 6TH _day of
April , 2001 .
,., "
'I
:t j J;.{it.&U
I Regimer~.
/6~:-l~~~JY-~ It-..:2~~-/~
No. 21-01- 365
Es ate of ELIZABETH M. HOLLER , deceased.
~026=t)1 ~/ ~~. A:)t.~/ /~-tP~.2-I.:J/
REE OF PR8fJATE & GRANT OF LETTERS
AND NOW, April 9TH , 2001, in consideration of the Petition on the reverse side
hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
March 11, 1994 described therein be admitted to probate and filed of record as the
Last Will of Elizabeth M. Holler ; and Letters l~stamentarv are
hereby granted to John~ Weyman
FEES
Probate, Letters, Etc. . . . . . . . $ 235.00
Short Certificates(-3- ) . . . . $ 9.00
Renunciation(s) ........... $
JCP .... . . . . . . . . . . . . . . . . $ 5.00
Other Will PaQes (2) . . . . $ 6.00
TOTAL: .... $ 255.00
Filed. . Apr.il. 9.tlh .2.0Q-l. . . . . . . .
IN McKNIGHT & HUGHES
ROQer B. Irwin. Esquire (06282)
ATTORNEY (Sup. Ct. 1.0. No.)
60 West Pomfret St.. Carlisle. PA 17013
ADDRESS
717 -249-2353
PHONE
CALL ATTORNEY
-h ' is co certifv that the information here given is correcdy copied fro'~ an original ce_rtificate of death dul~ tIled with
[,:)":;,[ Registrar.' The original certificate will be tC)fwarded co the Srate Vital Records Office for permanent filll1g.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
~
A,itf~~,\\ OF ft;;**,-*_
/.\\I.~,,-l" -----......cl(tft -_
I.t~/- "'\V);"~
l~B:I .~ \~\
l~: '. ~.. \~~
~ B l :'j/fti" ;I,i; ~
.... 'I"~ '......
~ * '. .' '.co.-o.:..' "', 'r ,. * ~
.... \' - . ....:.~.r~,~!lI.::'- - / ~
\%". ./~l
~ ~""', / k~/
"'-*-~-~/MENl ~~ ~'II.11
"'''''''///NI1J~!..Y
P 7247621
No.
21-2001-365
me as
21:- ~. \-'~&.~
Local Registrar
MAR '. 8 2001
Date
Hl05.;03 R"". 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE ~I\.E NUMBER
SOCIAL SECURITY NUMBER
OAT E OF DEATH .1040",". 00,. '_1
March 6, 2001
~INT
tENT
INK
NAME OF OeCEDENT (F-.rsr. M~e. lag)
SEX
I.
AGE (Laa_ay)
2.
UNDER' YEAR
Montl\o o.y.
94
S.
COUNTY Of DEATH
UNOER I DI'II
Han ! Minu'"
F
J.
182 - 22
BIRTHPLACE !CoIy and
Slale or F or"'Ol' CcunnVl
PLACE Of DEATH IC""'" ""'" '>1'8 "'" '....lIUCl""'" on ~ ..,.,
HOSPiTAl
Penbrook, PA Inpa._ 0
7. ...
fACILIT't" NAME I" not lnti1'1\Jtl(ln. 9''' Slreet and number.
g::oIylO
y"
~l .
Carlisle
....
DECEDEIIT'S USUAL OCCUPIITION
(Gove Iun(l d _~ acne dunng ""'"
of -i"91i1e; de no! use ret.'" ,
. IlL Farmp\, tli:r own
OE~DENT'S "'AILING ADOFlESS (SI,m. CoIy/lOwn. StMIe, LopCodeI
~Ol N. Hanover st.
Carlisle, Fa. 17013
la.
~ATHER'S NAME IFir... Middle. Lasll
John A. Maun
KINO Of' BUSINESSlINO\lSlRY
Farm
DECEDENT'S
ACTUAl.
RESIDENCE
(See ""'Nel"""
on 0Ihef Sldel
Cumberland
RACE . Amoncan _".lIl8ck, Whit.. ole
(~I Whi te
MARITAL STATUS._
NeYer Marr*,. W~.
widCM":ci"YI
IS.
North Middleton
SURvIVING SPOuSE
I" ""e. 'T'"'''- namtll
".
lNFClRMANl'S NAME (TypelP'on1)
_. John P. Weyman
METHOO Of OISPOSITION
O Bun.. rn Cremation 0
Oonelion 0tNf (Specolyl
. 21..
SIGNATURE Of' F E L SERVICE LICE
17d.O ;:;,., "'"==' :=01
MOTHg~ra~ IF'~~dle. ~n~n)
It.
INFORMANT'S MAILING ADDRESS (~oeI, C;rytq.n, Slale. L~I
2Ob. 10300 Upper StraslJurg rtQ., Upper Strasburg, PA 17265
PlACE OF DISPOSITION. N.me ot Cemelory, Cremalory LOCATION. CilyflOwn. SIal.. L'Il Code
Of 01...... Ptac.
:JOe. JOb. M. :JOe. _.
PLACE Of' INJURY. AI home. ta.m, $1'..', 'actory, olfic. LOCATION (Str-. Cotynown. State,
buiklln9, .te. ISpeedy)
De. 21b. a. JOe.
CERTIFIER IC"""" oniy onel
-CERTIFYING PHYSICIAN (PhyslCr.an CP.ftlfytng cause c:J death """'81'1 aOOl,",er chV$IC.an has pt'ooounced dealh ana compteted l1em 13)
To .,.. bnt o' my knowt.dV-. death occurred due to the cause(s) ,nd manne' a. .t.'M. . . . . . . . . . . . . . . . .
l1b. Ccun
2lc.Mt .
...... 2"28 mUOl be completed by OATE PRONOUNCED DEAD (Monlt1. Day. Year)
_wnopmnou".,..CIoa.h 24. I D .. IQ AM. 25. 3 / ~ to I
27. PART I: Ent.r rhe d;uas.s. inrurieSOf comphcahons which caused 1M death, 00 not enter the mode of c:1yinQ. sue" IS cardiac 01 respiralory .rrnt, shoctl: or htiat1 laiJur.
list only one cause on ..c:I\ line
_EOIATE CAUSE (F.....
~r.x corOllon
'-*'0 II'l dMftll--'
fv1 J..O C 1Ylt.. ()11\--1....- II\) ~ A?t..<...T1C~
DUE 10 AS A CONSEOUENCE Of):
SeQuentidy .. 00ftdilj0n0
. _1MCling to _Ie
...... En... UNOEAlYINQ
CAUSE (OooMoo or on~y
.._--
r.......-.o on "''''1 LAST
[ ::
d.
DUE 10 lOR AS A CONSEOUENCE Of):
DUE TO (OR AS A CONSEOUENCE OF):
WAS AN AUTOPSY WERE AU1OI'SY FINOINGS MANNER Of' DEATH
I'f'RFORMEO? A""'LABLE PAIOfl TO
COMPl.ETION Of CAUSE Naluro' GV' Horn;c:icM 0
OF OEATH7
Ace_ D Pe-'dtng Investigation 0
... 0 No Ves 0 No 0 Su6de 0 Coutd nof be detemuned 0
DATE OF INJURY
IMonlll. Oay, Year)
.PAOffOUNCINQ AND CEATIFYINO PHYSIC.AN (P'hyscaan ~ ;Jronounclng CJealh and Cef'f1IYlng tocavse 01 dealt'll
To ,.... ~ of my knowted';Jf'!:. death occ;\Kred at the time, d.te, and place, and due to the cauH(.' and manner.. stateet
.MEDICAl EXAMINER/CORONER
On the b..is ot e:uminatlon and/or investigation, in my opinion. death occurred at the t1me~ date, and placi!, and due \0 the cluse(s) and
manner as stated.. . . . . . . . . . .. .................................. _ . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3".
REGISTRAR'S SIGNATURE ANO HUM
1(k\I~\ 101
~. ~tu.~~
3J.
CiIy-
Olivet CEmetery 212~ew Cumberland, PA
N~~goorf~~h~~g' ;'FUneral Hane, Carlisle, PA
nc.
LICENSE NUMBER DATE SIGNED
H J ~. o. (Monlh. Day, _I
23b. {"\- 0 t,- G .,...... '- 23c. '0. (,1,-,
WAS CASE REfERRED TO MEDICAl. EXAMINERtCORONER?
...0
17013
H.
I "'wOXlma'.
:--"
. onut and de.~
I
lm,~
PART Q:
Olher signillcanl cor-.. concrIluling to dutll. but
no<.......ing in tile ~...- gioen in PART I.
l-=-"; i.:: E..l T7 \/f Iii ~T
FA I LL..c.1Ll:.
TIME Of INJURY
INJURY AT WORK? DESCRIBE HON INJURY OCCURRED.
... 0 NoD
o
U.
DATE FILED (Montt'L Day. 'r'ean
"\o..\C~ ~l aoo \
3..
LAST WILL AND TESTAMENT
I, ELIZABETH M. HOLLER, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) The sum of $25,000.00 to Faith Chapel of Carlisle, Pennsylvania;
(b) The sum of $25,000.00 to John Weyman?
(c) The sum of $25,000.00 to Upper Strasburg Bible Church, Upper Strasburg,
Pennsylvania;
(d) The sum of$50,000.00 to Esther Kessler;
(e) The sum of$10,000.00 to Teresa Ann Smith;
(f) The sum of$10,000.00 to D. Richard Murtofl: and
,
(g) All the rest, residue and remainder to John Weyman.
4. I nominate and appoint John Weyman to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin, as substitute executor, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN WIThTESS WHEREOF, I have hereunto set my hand and seal this file day of March,
1994.
~/~i}r\t.t l1I1Vk (SEAL)
EL BE H M. HOLLER
Signed, sealed, published and declared by ELIZABETH M. HOLLER, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who at her request, in
her presence and in the presence of each other have subscribed our names as witnesses hereto.
/"
2
"
ACKNOWLEDGMENT AND AFFIDA VIT
WE, ELIZABETH M. HOLLER, BETZI A. MORRISON and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly,
and that she executed it as her free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness
and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
fc, l.-~~ \t:rn t+~ su-cJ
ELIZA TH M. HOLLER
~ /]~~n
BETZ . MORRIS' _.
c:~ X e~~~
CHE L. CLELAND
COMMONWEAL TH OF PENNSYLVANIA
:ss:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by ELIZABETH M. HOLLER,
the testatrix herein, and subscribed and sworn to before me by BETZI A. MORRISON and
f't
CHERYL L. CLELAND, witnesses, this ~ day of March, 1994.
Notarial Seal
B. Irwin, Notary PublIc
I e Boro, Cumberlaoo County
My Commission Expires Oct. 3, 1996
Member, ennsylvania As5ociation of Notarie8
€
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
ELIZABETH M. HOLLER
Date of Death:
MARCH 6. 2001
Estate No.:
21-01-0365
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on April 13. 2001
Name
Address
Vince C. Holler Jr.
John P. Weyman
Upper Strasburg Bible Church
Faith Chapel
D. Richard Murtoff
Teresa Ann Smith
Esther Kessler
10300 Upper Strasburg Road. Upper Strasburg. P A 17265
10300 Upper Strasburg Road. Upper Strasburg. P A 17265
10300 Upper Strasburg Road. Upper Strasburg. P A 17265
1453 Holly Pike. Carlisle. PA 17013
119 Hill Drive. Carlisle. P A 17013
1614 Walnut Bottom Road. Newville. P A 17241
316 Fox Street. Harrisburg. PAl 71 09
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
04/13/0 I
1 _
~'1 ...,
- c~ ) Cc{,~,
\
I
Date:
Signature
IRWIN, McKNIGHT & HUGHES
Name Roger B. Irwin. Esquire
Address 60 West Pomfret Street
Carlisle. P A 17013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
. .
IN RE: Estate of Elizabeth M. Holler
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
: Orphans Court Division
: No. 21-01-0365
DECREE ADMITTING TO PROBATE AN
AFTER-DISCOVERED WILL
PURSUANT TO 20 PA.CONS.STAT.~ 3138
AND NOW, this 7tJ.. day of m~ ,2001, upon consideration of the annexed
Petition and in consideration of the fact that ten (10) days have elapsed since Notice was sent and
no objections have been filed, it is hereby decreed that, pursuant to 20 Pa. Cons. Stat. S 3138, the
decree of probate and grant of Letters Testamentary dated April 9, 2001, be opened to receive
proof of the later writing dated June 13, 1994, of Elizabeth M. Holler, deceased, and amend the
probate record accordingly.
. '
IN RE: Estate of Elizabeth M. Holler
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: Orphans Court Division
: No. 21-01-0365
PETITION FOR ADMINISSION TO PROBATE
OF AFTER DISCOVERED WILL
PURSUANT TO 20 PA.CONS.STAT. ~ 3138
TO THE HONORABLE REGISTER OF WILLS OF CUMBERLAND COUNTY:
The Petition of JOHN P. WEYMAN, respectfully represents:
1. Elizabeth M. Holler ("decedent") died on March 6, 2001, leaving a Will dated
March 11, 1994, on which Letters Testamentary were granted to Petitioner as
Executor on April 9, 2001. A copy of the Will is attached hereto as Exhibit "A".
2. Subsequent to the admission of probate of the March 11, 1994, Will, Petitioner
discovered decedent executed a Last Will and Testament dated June 13, 1994.
Therefore the Will admitted to probate on April 9, 2001, is revoked per the
language in the first paragraph of the June 13, 1994, Last Will and Testament. A
copy of this document is attached hereto as Exhibit "B".
3. The Last Will and Testament dated June 13, 1994, is properly executed, dated and
acknowledged by two witnesses and a notary public.
4. Petitioner has given notice of filing of this Petition to the following parties-in-
interest and advised them that the June 13, 1994, Last Will and Testament may be
admitted to probate within ten (10) days of the filing of this Petition if no
objection is filed within those ten (10) days:
Faith Chapel of Carlisle
Upper Strasburg Bible Church
Esther Kessler
Teresa Ann Smith
D. Richard Murtoff
A copy of the Notice letter is attached hereto as Exhibit "C".
WHEREFORE, Petitioner respectfully requests that pursuant to 20 Pa.Cons.Stat.s 3138
the decree of probate and grant of Letters Testamentary dated April 9, 2001, be opened to receive
proof of the later writing dated June 13, 1994, as the Last Will and Testament of Elizabeth M.
Holler, deceased, and amend the probate record accordingly.
By
- .-7 --d.
/" //-L /<'J. c ~
L v ~ . '--
Roger B/rw , Esquire
IR~Mc IGHT & HUGHES
60 West Pomfret Street
Carlisle, P A 17013
(717) 249-2353
Supreme Court #06282
Dated:
*"1 ~ I k~1
3
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF CUMBERLAND
JOHN P. WEYMAN, being duly sworn according to law, deposes and says that the facts
contained in the foregoing Petition are true and correct to the best of his knowledge, information
and belief.
~Pqy'~
JO . WEYMAN .
1
~ Notarial se~1 Notary Public
Jacqueline L. Ora~b~~riand County
Carlisle ~o.roon' exUpires Aug. 14, ZOO!.
My CommlssI
I tartes
Member. Pennsylvanta Association ot NO
4
21-2001-365
LAST WILL AND TESTAMENT
I, ELIZABETH M. HOLLER, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) The sum of$25,000.00 to Faith Chapel of Carlisle, Pennsylvania;
(b) The sum of$25,000.00 to John WeYman?
(c) The sum of $25,000.00 to Upper Strasburg Bible Church, Upper Strasburg,
Pennsylvania;
( d) The sum of $50,000.00 to Esther Kessler;
(e) The sum of$10,000.00 to Teresa Ann Smith;
(f) The sum of$10,000.00 to D. Richard Murtoff and
,
(g) All the rest, residue and remainder to John Weyman.
4. I nominate and appoint John Weyman to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin, as substitute executor, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN wrnTESS WHEREOF, I have hereunto set my hand and seal this {IA day of March,
1994.
~~ 1'1 yt0~ (SEAL)
EL ETH M. HOLLER
Signed, sealed, published and declared by ELIZABETH M. HOLLER, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who at her request, in
her presence and in the presence of each other have subscribed our names as witnesses hereto.
/'
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, ELIZABETH M. HOLLER, BETZI A. l\tIORRISON and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly,
and that she executed it as her free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness
and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
G~~\tJn tt~-~
EL TH l\tI. HOLLER
COMMONWEALTH OF PENNSYLVANIA
:8S:
COUNTY OF CUl\tIBERLAND
Subscribed, sworn to and acknowledged before me by ELIZABETH M. HOLLER,
the testatrix herein, and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses, this ~ day of March, 1994.
0~
o ary Public
N<Jtana! Saal
, 8. !rvvir., Nctary Publlc
MyCarli..,e 8or?, Cwriberlam County
Coml71lStion &.pires Oct. 3, 1996
Member, PennjytVanll1~iatiQn of NGtari~
LAST WILL AND TESTAMENT
I, ELIZABETH M. HOLLER, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) The sum of $25,000.00 to Faith Chapel of Carlisle, Pennsylvania;
(b) The sum of $25,000.00 to John Weyman;
(c) The sum of $50,000.00 to Upper Strasburg Bible Church, Upper Strasburg,
Pennsylvania;
(d) The sum of$25,000.00 to Esther Kessler;
(e) The sum of$10,000.00 to Teresa Ann Smith;
(f) The sum of$10,000.00 to D. Richard Murtofl: and
(g) All the rest, residue and remainder to John Weyman.
4. I nominate and appoint John Weyman to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin, as substitute executor, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this I j' day of June,
1994.
;"~~~EAL)
EL ETH M. H LER
Signed, sealed, published and declared by ELIZABETH M. HOLLER, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who at her request, in
her presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, ELIZABETH M. HOLLER, BETZI A. MORRISON and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and
that she executed it as her free and voluntary act for the purpose herein expressed, and that each
of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that
to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
ss:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by ELIZABETH M. HOLLER, the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses this t;' day of June, 1994.
1~
3.~
Notary Public
Notarial Seal
Aooer B. Irwin, Notary Pt.d:
CarlIsle 8oro. Cumberland Cour<<y
My COOm'\issk:m ExpIres oa. 3. 1996
nsyfvania Association of Notaries
LAW OFFICES
IRWIN McKNIGHT & HUGHES
ROGER B. IRWIN
MARCUS A. McKNIGHT. III
JAMES D. HUGHES
REBECCA R. HUGHES
MARK D. SCHWARTZ
DOUGLAS G. MIllER
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE, PENNSYL VANIA 17013-3222
(717) 249-2353
FAX (717) 249-6354
~MAU:IMHLAW@SUPERNE~COM
HAROLDS.IRWIN (/925-1977)
HAROLD S.IRWIN. JR. (/954-1986)
IRWIN, IRWIN & IRWIN (1956-1986)
IRWIN, IRWIN & McKNIGHT (1986-1994)
IRWIN, McKNIGHT & HUGHES (1994- )
May 2, 2001
Esther Kessler
316 Fox Street
Harrisburg, P A 1 71 09
RE: Estate of Elizabeth M. Holler
Dear Ms. Kessler:
Enclosed please fmd a Petition For Admission to Probate of After Discovered Will in the
above estate. On April 9th we filed a Petition to Probate Mrs. Holler's estate with Will signed by
Mrs. Holler in March 1994. After Letters on the estate were issued, a Will signed in June 1994
was found in our on premise floor safe. Therefore the Will which was probated is actually void
in accordance with the revoking language of the June 1994 Will.
Accordingly, we are serving you a copy of the Petition as a named beneficiary of the estate and
you are required to file objections thereto (if any) within 10 days. If no objections are received,
the Register will issue the Decree admitting the after discovered Will to probate.
Please also be advised that Mrs. Holler's assets will not be sufficient to pay her final
debts, administrative costs and specific bequests as mentioned. After an inheritance tax return is
filed and approved by the Pennsylvania Department of Revenue, prorated amounts will be paid
to the beneficiaries in accordance with Pennsylvania Statutes.
Very truly yours,
IRWIN McKNIGHT & HUGHES
RBI/jld
Enclosure
(/~4d~.
Roger ~in
LAW OFFICES
IRWIN McKNIGHT & HUGHES
ROGER B. IRWIN
MARCUS A. McKNIGHT. III
JAMES D. HUGHES
REBECCA R. HUGHES
MARK D. SCHWARTZ
DOUGLAS G. MillER
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE, PENNSYL VANIA 17013-3222
(717) 249-2353
FAX (717) 249-6354
E-MAIL: IMHLAW@SUPERNET.COM
HAROLDS. IRWIN (/925-1977)
HAROLD S. IRWIN, JR. (1954-1986)
IRWIN. IRWIN & IRWIN (1956-1986)
IRWIN. IRWIN & McKNIGHT (1986-1994)
IRWIN, McKNIGHT & HUGHES (1994- )
May 2, 2001
Teresa Ann Smith
1614 Walnut Bottom Road
Newville, P A 17241
RE: Estate of Elizabeth M. Holler
Dear Mrs. Smith:
Enclosed please find a Petition For Admission to Probate of After Discovered Will in the
above estate. On April 9th we filed a Petition to Probate Mrs. Holler's estate with Will signed by
Mrs. Holler in March 1994. After Letters on the estate were issued, a Will signed in June 1994
was found in our on premise floor safe. Therefore the Will which was probated is actually void
in accordance with the revoking language of the June 1994 Will.
Accordingly, we are serving you a copy of the Petition as a named beneficiary of the estate and
you are required to file objections thereto (if any) within 10 days. If no objections are received,
the Register will issue the Decree admitting the after discovered Will to probate.
Please also be advised that Mrs. Holler's assets will not be sufficient to pay her final
debts, administrative costs and specific bequests as mentioned. After an inheritance tax return is
filed and approved by the Pennsylvania Department of Revenue, prorated amounts will be paid
to the beneficiaries in accordance with Pennsylvania Statutes.
Very truly yours,
IRWIN McKNIGHT & HUGHES
RBI/jld
Enclosure
(]/L'Uj /] dL
ROgr~ Irwin
LAW OFFICES
IRWIN McKNIGHT & HUGHES
ROGER B. IRWIN
MARCUS A. McKNIGHT, III
JAMES D. HUGHES
REBECCA R. HUGHES
MARK D. SCHWARTZ
DOUGLAS G. MILLER
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE, PENNSYL VANIA 17013-3222
(717) 249-2353
FAX (717) 249-6354
E.MAIL: IMHLAW@SUPERNET.COM
HAROLDS. IRWIN (/925-1977)
HAROLD S. IRWIN, JR. (/954-1986)
IRWIN, IRWIN & IRWIN (/956-1986)
IRWIN, IRWIN & McKNIGHT (1986-1994)
IRWIN, McKNIGHT & HUGHES (1994- )
May 2, 2001
D. Richard Murtoff
119 Hill Drive
Carlisle, P A 17013
RE: Estate of Elizabeth M. Holler
Dear Mr. Murtoff:
Enclosed please find a Petition For Admission to Probate of After Discovered Will in the
above estate. On April 9th we filed a Petition to Probate Mrs. Holler's estate with Will signed by
Mrs. Holler in March 1994. After Letters on the estate were issued, a Will signed in June 1994
was found in our on premise floor safe. Therefore the Will which was probated is actually void
in accordance with the revoking language of the June 1994 Will.
Accordingly, we are serving you a copy of the Petition as a named beneficiary of the estate and
you are required to file objections thereto (if any) within 10 days. If no objections are received,
the Register will issue the Decree admitting the after discovered Will to probate.
Please also be advised that Mrs. Holler's assets will not be sufficient to pay her final
debts, administrative costs and specific bequests as mentioned. After an inheritance tax return is
filed and approved by the Pennsylvania Department of Revenue, prorated amounts will be paid
to the beneficiaries in accordance with Pennsylvania Statutes.
Very truly yours,
IRWIN McKNIGHT & HUGHES
RBIIjld
Enclosure
'~~l A.&L.
RO'E' Irwin .
LAW OFFICES
IRWIN McKNIGHT & HUGHES
ROGER B. IRWIN
MARCUS A. McKNIGHT. JJJ
JAMES D. HUGHES
REBECCA R. HUGHES
MARK D. SCHWARTZ
DOUGLAS G. MILLER
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE, PENNSYL VANIA 17013-3222
(717) 249-2353
FAX (717) 249-6354
~MA~:IMHLAW@SUPERNET.COM
HAROLD S. IRWIN (/925-1977)
HAROLD S. IRWIN. JR. (/954-1986)
IRWIN. IRWIN & IRWIN (1956-1986)
IRWIN, IRWIN & McKNIGHT (/986-1994)
IRWIN. McKNIGHT & HUGHES (/994- )
May 2, 2001
Faith Chapel
1453 Holly Pike
Carlisle, P A 17013
RE: Estate of Elizabeth M. Holler
Dear Sir or Madam:
Enclosed please find a Petition For Admission to Probate of After Discovered Will in the
above estate. On April 9th we filed a Petition to Probate Mrs. Holler's estate with Will signed by
Mrs. Holler in March 1994. After Letters on the estate were issued, a Will signed in June 1994
was found in our on premise floor safe. Therefore the Will which was probated is actually void
in accordance with the revoking language of the June 1994 Will.
Accordingly, we are serving you a copy of the Petition as a named beneficiary of the estate and
you are required to file objections thereto (if any) within 10 days. If no objections are received,
the Register will issue the Decree admitting the after discovered Will to probate.
Please also be advised that Mrs. Holler's assets will not be sufficient to pay her final
debts, administrative costs and specific bequests as mentioned. After an inheritance tax return is
filed and approved by the Pennsylvania Department of Revenue, prorated amounts will be paid
to the beneficiaries in accordance with Pennsylvania Statutes.
Very truly yours,
IRWIN McKNIGHT & HUGHES
RBI/jld
Enclosure
/'1~~1 !3c6:<-
ROge(~rwin
LAW OFFICES
IRWIN McKNIGHT & HUGHES
ROGER B. IRWIN
MARCUS A. McKNIGHT. III
JAMES D. HUGHES
REBECCA R. HUGHES
AfARK D. SCHWARTZ
DOUGLAS G. MILLER
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE, PENNSYL VANIA 17013-3222
(717) 249-2353
FAX (717) 249-6354
~MA~:IMHLAW@SUPERNE~COM
HAROLDS.IRWIN (1925-1977)
HAROLD S. IRWIN. JR. (1954-1986)
IRWIN. IRWIN & IRWIN (1956-1986)
IRWIN. IRWIN & McKNIGHT (1986-1994)
IRWIN, .\fcKNIGHT & HUGHES (/994- )
May 2, 2001
John P. Weyman
10300 Upper Strasburg Road
Upper Strasburg, P A 17265
RE: Estate of Elizabeth M. Holler
Dear John:
Enclosed please find a Petition For Admission to Probate of After Discovered Will in the
above estate. On April 9th we filed a Petition to Probate Mrs. Holler's estate with Will signed by
Mrs. Holler in March 1994. After Letters on the estate were issued, a Will signed in June 1994
was found in our on premise floor safe. Therefore the Will which was probated is actually void
in accordance with the revoking language of the June 1994 Will.
Accordingly, we are serving you a copy of the Petition as a named beneficiary of the estate and
you are required to file objections thereto (if any) within 10 days. If no objections are received,
the Register will issue the Decree admitting the after discovered Will to probate.
Please also be advised that Mrs. Holler's assets will not be sufficient to pay her final
debts, administrative costs and specific bequests as mentioned. After an inheritance tax return is
filed and approved by the Pennsylvania Department of Revenue, prorated amounts will be paid
to the beneficiaries in accordance with Pennsylvania Statutes.
Very truly yours,
IRWIN McKNIGHT & HUGHES
RBVjld
Enclosure
;/] ~(j\ /3. ~
ROgerI!J trwin
PETITION FOR PROBATE & GRANT OF LETTERS
, deceased.
No. 21-01-0365
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
Estate of ELIZABETH M. HOLLER
also known as
Social Security No.
182-22-9772
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is/are 18 years of age or older and the Executor named in the Last Will of the
above decedent dated June 13 , 1994, and codicils dated none . 19~ The
Executor named none died Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 801 North Hanover Street. Carlisle BorouQh
Decedent, then ~ years of age, died March 6 ,2001, at
Carlisle Hospital. Carlisle. PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$110,000.00
$
$
$
WHEREFORE. Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
'gnature( s) and Residence( s) of Petitioner( s):
OATH OF PERSONAL REPRESENT A TIVE
COMMONWEALTH OF PENNSYLVANIA
55
COUNTY OF CUMBERLAND
Sworn to or affirmed and subscribed
before me this 23rd day of
:;. May. 2001.
~ro/'~t'J~~~) ~//,4u1f
/ RegIster
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
g::.::~
/~-c:23~- I~
No. 21-01- 365
Estate of
ELIZABETH M. HOllER
, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, Mav 25 , 2001, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
June 13, 1994 described therein be admitted to probate and filed of record as the
Last Will of Elizabeth M. Holler ; and L '3'tErS Testamentary are
hereby granted to John P. Weyman
~~J.a-.,~A1v~.7"
"" ster of Wirrs
IRWIN McKNIGHT & HUGHES
FEES
Probate, Letters, Etc. . . . . . . . $ 25.00
Short Certificates(-2- ) . . . . $ 6.00
Renunciation(s) . . . . . . . . . . . $
JCP .................... $
Other . . . . $
T~TAL: .... $ 31.00
Filed ~! .~~ ~ . ? ~.1.. . . . . . . . . . . . . .
qOQer B. Irwin, Esquire (06282)
I~\TTORNEY (Sup. Ct. 1.0. No.)
60 ~~st Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
21-01-365
LAST WILL AND TESTAMENT
I, ELIZABETH M. HOLLER, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) The sum of $25,000.00 to Faith Chapel of Carlisle, Pennsylvania;
(b) The sum of $25,000.00 to John Weyman;
(c) The sum of $50,000.00 to Upper Strasburg Bible Church, Upper Strasburg,
Pennsylvania;
(d) The sum of $25,000.00 to Esther Kessler;
(e) The sum of$lO,OOO.OO to Teresa Ann Smith;
(t) The sum of$10,000.00 to D. Richard Murtoff, and
(g) All the rest, residue and remainder to John Weyman.
4. I nominate and appoint John WeYman to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin, as substitute executor, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this f j' day of June,
1994.
;', ~E~~ Qs; ~EAL)
EL . ETHM.H LER
Signed, sealed, published and declared by ELIZABETH M. HOLLER, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who at her request, in
her presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, ELIZABETH M. HOLLER, BETZI A. MORRISON and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and
that she executed it as her free and voluntary act for the purpose herein expressed, and that each
of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that
to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by ELIZABETH M. HOLLER, the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses this 13' day of June, 1994.
l~ lta~iC
...../
Notarial Seal
Aooer B. Irwin, No1aIy Nit:
~ Bora, Cumberland County
My Comri'li8sIon ExpIres Oct. 3, 1996
efi1~, nsyfVania Association of Notaries
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
j
ss:
John P. Weyman
according to law, deposes and says that he is the Executor
of the Estate of Elizabeth M. Holler
late of _~~~_ougJ:.1_ ~"~_Q.a...!J!~1e_______ I Cumberland County. Pa.. deceased and that the
within is an inventory made by John P. Weyman "' the said Executor
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate. except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
sworn
Jo
f~
Sworn
and subscribed before me,
or
10
Upper Strasburg Road
Date of Deat
Notarial Seal
Jacqueline L. Drawbaugh, Notary Public
Carlisle Boro, Cumberland C1~u~03
My Commission pires Aug. ·
Memoer, Pallmlyl~~~~atiQR of NotArtAS
j
Upper Strasburg, PA 17265
Address
03
2001
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be aHached as to personalty or realty
4. See Article IV. Fiduciaries Act of 1949.
CI)
Q) Q) ~
>- p::: ~ -0 lo-l ::P
~ Ul CD '..-i c..!J
.... w H '..-i vt ::l ~
~ .... ItJ
>- W < H ~ Q) :::x::
l.Ij ~ Q. .... 0 lo-l u Ul
\0 0 ton ::P cd Q) CD ~ <<l
CT") 0 w w U C D' >-
0 J: ~ IU "' CD H
I t- Q. ~ Q. c
.... -J LL. 4-1 s:: '- ::P
.....-i Z 0 0 ItJ '..-i 0 c..!J
0 LL. -J < ::P Q. ::t:
I W 0 < w H ~ H
~ ..c: >. lo-l < ~
.....-i > Z ~ bO - H
N Z 0 ~ ::l c: CJ
C ~ 0 :J ~
0 ton Z N lo-l 0 ~
~ U
Z w < H 0 ... "'
Q. H ~ -0 lo-l Z
~ c: Q) H
ItJ bO ~
- -.: 0
0 Q) p::: H
...0 -0 ~
Q) E
() - CD 0
ItJ :J 0
-J U i.L lea
~nventory of the real and personal estate of
ELIZABETH M. HOLLER
deceased
Farmers National Bank - Savings Account #5001760.
Waypoint Bank - Certificate #1768223535 . . . . . . .
92,622 06
6,661 14
1,679 61
10,009 44
l.
2.
3.
4.
American Funds - Account #59521362. . . .
Farmers National Bank - Account #11-985-7
TOTAL . . . . . . . . . . . _ _ - - - - - -II 110.972 25
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
I"
I ~'H I :\J r;'UGLF-: B E SD
bO ~.,j ;'OI~'!rp[T
r ',-
~:; I
CAPL 1':jL[~. r'{)
1 t"-/ (~, 1 .~~
FOLD HERE
ESTATE INFORMATION:
FILE NUMBER
21 -200 1-' O~36:)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ACN
ASSESSMENT
CONTROL
NUMBER
bbN 1 fJE;-i:.?2..-9772
(MI)
NAME OF DECEDENT (LAST) (FIRST)
HOLLf::F: CL I ::f4E~E TH ~,.l
DATE OF PAYMENT
~:J ,/ C'"=j / 20(j ~
POSTMARK DATE
() / (~J () /'. () () (.., C)
COUNTY
C Uf~lE:~: t,'...... AN[-
DATE OF DEATH
3/(.16/ ct()(.)_:
REMARKS f::OC7~~;:: I: I ~-(~..,j I (t
SEA L c:~! ,~~: C>: ** 1 ~/ 4 ,":]i'..
No.AA 496646 REV-1162 EX (11-96)
101
~ '
,"
TOTAL AMOLiNT PAID
AMOUNT
$ tJ . L:'''7 8 ., ~j <":.
FOLD HERE
I,
i _~ ,.
'~
-.
JO..
~
\
':t~6 ..E:):C~. ::3('
-
,~~ ...
-t ~~
.: \.' ,;..
E~;OU r F\F RECEIVED BY
r"l(-,P'~'
,
REGISTER OF WilLS
/ ~:<.1'<
!.-. tS /<I-n::p.-:;~~
/ f' L,., ...,;;..
/),._7 /it" (,~r
-I""'
IN RE: ESTATE OF ELIZABETH
M. HOLLER, DECEASED
LATE OF CARLISLE
BOROUGH, CUMBERLAND
COUNTY
REGISTER OF WILLS OF
CUMBERLAND COUNTY
DECREE
AND NOW, this 25th day of May, 2001, the Letters Testamentary, dated
April 9,2001, issued to John Weyman, as Executor, in the Estate of Elizabeth M Holler,
Deceased, late of Carlisle Borough, Cumberland County are hereby revoked.
~~
,/
\\O\\)
~
O~FIC1AL USE ONLY
REV -1500 EX +J.6-00) REV-1500 I Ct" - Z32 -/7
INHERITANCE TAX RETURN FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA 21-01-0365
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 280601 CCUNlY CODE 'fEAR NUMBER
HARRISBURG. PA 11128-0601
DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0 Holler 182 - 22 - 9772
E Elizabeth M.
C DATE OF DEATH (MM~OD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
E
0 03/06/2001 06/03/1906 REGISTER OF WILLS
E (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL} SOCIAL SECURITY NUMBER
N
T
~ 1. Original Return 2. Supp'e"","'" Relum 0 3. . (date of death
- Remainder Return prior to 12-13-82)
CAPB 4. limited Estate 40. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required
HpRL 'x 6. - B.
EplO L...:.: Decedent Died lestate _ 7. Decedent Maintained a Living Trust - Total Number of Safe Deposit Boxes
CRAC (Attach copy of Will) (AttaCh copy of Trust)
KOTK 0 9. 010. 0 11. Election to tax under Sec. 9113(A)
ES Litigation Proceeds Received Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95) (AttaCh Seh 0)
'l'H1$SECl'IOIIlMlJ$TBECQr"lPLEj'J;IlZ1\LLCQflfllS$!>Ql\llllStlCE&, C::QNFIl)EIIlTI"'L1'~!I\lFORM"'1'16I1lSAOOLP BE IllflEC1'E1)'l'O'
P NAME COMPLETE MAILING ADDRESS
C
0 0 Roger B. Irwin Esa. 60 West Pomfret Street
N
R 0 FIRM NAME (If Applicable) West Pomfret Professional Bldg.
R
E E IRWIN McKNIGHT & HUGHES Carlisle, PA 17013
S N
T TELEPHONE NUMBER
717/249-2q53
1. Real Estate (Schedule A) (1) None, OFF!CIAL USE ONl,.Y
2. Stocks and Bonds (Schedule B) (2) None -
3. Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) no, 972.25
E (Schedule E)
C
A 6. Jointly Owned Property (Schedule F) (6) None
P
I 0 Separate Billing Requested
T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
U
L (Schedu!e G Of L)
A
T B. Total Gro~s Assets (total Lines 1-7) (B) no, 972.25
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) n,773.04
0
N 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule l) (10) 925.09
11. Total Deductions (total Lines 9 & 10) (11) 12,698.13
12. Net Value of Estate (Line 8 minus Line 11) (12) 98,274.12
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 50,827.38
made (Schedule Jl
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 47,446.74
C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0
M
T P 15. Amount of Line 14 taxable at the spousal tax
U
A T rate, or transfers under Sec. 9116(a)(1.2) 0.00 X .0 0 (15) 0.00
X A 0.00
T 16. Amount of Line 14 taxable at lineal rate X .0 45 (16) 0.00
I 17. Amount of Line 14 taxable at sibling rate 16,942.46 X 12 (17) 2,033.10
0
N lB. Amount of Line 14 taxable at collateral rate 30,504.28 X .15 (IB) 4.575.64
19. Tax Due (19) 6,608.74
20.Ff Vci'fl;PKHI!Rl;ill",(Q9ME;j;\lSq!JI;$'I'lllll;A:flE~IIli:!Q",~qVISRI'AYMer,.'i'i..1
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH < <
Copyright (e) 2000 form software only The LaCKner Gcoup, Inc.
FormREV-1500 EX (Rev. 6~OO)
Decedent's Complete Address:
STREET ADDRESS
4
801 North Hanover Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,608.74
330.44
Total Credos ( A + B + C) (2)
330.44
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
TotallnteresVPenalty ( 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)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable 10: REGISTER OF WILLS, AGENT
0.00
6,278.30
0.00
6,278.30
;N THd~~~6~RIA~E BLOCKS
""':!:~:t:~~~~::~~~!~~::~~~::~'6tC6!:'~~m~U~!~~~6i~~m~~:'~c~~'i'~~'~~ "X"
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 for" or payable upon death bank account or security at his
or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes No
~ ~
o
o
o
[]]
[]]
[]]
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
Under penalties of perjury, I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it Is true.
correct and complete. Declaration of preparer other than the personal representative is based on all Information of which preparer has any knowledge.
f<~
E OF PREPARER OTHER THAN RESENT ATIVE
~
0. .
John P. Weyman
_ _ _1.Q~9_Q _ ~PJ~"o-_ _5.t:o-."_"-t:>I."!'J\ _ ~.d:'_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
U erStrasbur , PA 17265
IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
-----------------------------------------------------
Carlisle, PA 17013
ath 0 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
% [72 P.S. 9116 (a) (1.1) (i)].
OAT 23lo\
~~~
For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1. 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(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)
REV-1508 EX ~ (1-97)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth M. Holler
SSII 182-22-9772
03/06/2001
FILE NUMBER
21-01-0365
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
American Funds account 1159521362
VALUE AT DATE
OF DEATH
92,622.06
2
Farmers National Bank, account 1111-985-7
6,661.14
3
Farmers National Bank, savings account 115001760
1,679.61
4
Waypoint Bank, certificate 111768223535
10,009.44
TOTAL (Also enter on line 5, Recapitulation) $ 110 J 972.25
(If more space IS needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1508 EX (Rev. 1-97)
- ,. -
----- -- -' - - ,p. .- ,---
u
~ .
~
z .
" E
~
~ E
0 "-
u \ c
-
- ~
~ ~ -Ii
z
" .
"
Z ~ 0 c
~
<L " - .
0 .
-' "- ~I------
~ 1 0 c
0 O!- .
'" - E
- - ~
P- "
0>- " ~
~ 0 .
cO '" " 0
c- w 6
~
ii~ "-
wO "
~'" ~
"- " "
" "- z \i'
'C. ? W
- ~ 0
- - " "
c . w .
0
lP
...
'7
'"
lP
c.5 r I'-
0 0 ~
rr I'-
Z. r
~ Q)..... t::.
- ~O
:II'- ~
-' a:: ",r
"..: u..
>- u.I ,,0. '"
~ u.. o . .....
(I:::: a>
(/) a>
~ E!:I: J,
u.I -00- I'-
ea .S E a>
a:: ~" ;:::-
- 1-0
-' .....
I- 0 t::.
<0
~ Q)
c
0
.C-
o.
~
~
o
N
~ %
s ~
^ c
~
o
tt
\'S
. z
-a ':i
't ~
"'.s ~
.~ Lil
U "
~ 'l
" 0
~ ~
<5 W
c "
Ela> 1
u.
~~ lL
g.
u.
."
~)>..
~R
6~
~ Q a;
~~ j~
80 '&i '"
cS ~~
'EE ::::~
o. w
_a. u::~
~~ ~o
.,
-:::. 00 til
~~ ~ t-'
o <ii .... 4:.
c",a~
%~ ~~
.
~-~
.0
0"
o .
>c
.-
,.
0>:9
o~
o
UO
~~
CO
s~
-0
" .
E~
OU
-;;;0
~~
Ul
~
o
'"
'Z
w
~
"
o
~
w
"
O~
zZ
,,-,"
~~
-g';!
.~
0'"
m'Z
","
~~
\')--'
~'5
';1'"
~
~
w
p
~
~
.
-~
tt
"'
5
tt
'6z
ooUl
~Q
0::>
:;\0
ij'Q
p
o .
~>:
~~
:t'"
z'"
00
'"
r
o
Z
"
'"
';i
o
'Z
~
~
~
~
__C~--,~.--
.---' -
o
o
o
o
'"
en
'"
r<
o
-
o
co
-
c-
o
-->---~-
~
:3
H
"'
'"
~
u
u
Z
H
r<
o
r<
l-
Ul
f;',
'"
Ul
~
l-
'"
z-':>
',.:1'. ~lP
,4 ~ ~
~ ~~
'" ~
Uloo
(llW'"
ri ~ \0
,..;:\ it.:t'
~
~
'"
'Z
W
"
"-
~
Z
';1
~
~
~
"
0>
r<
- -
o
'"
co
co
c-
r<
01
o
o
"
>
u
_~l-- ~~~ -t-- .-
~ 12.
l~ rl
o \~
"% '"
o H 0
E g 2 B g~
~ ~ 01
2 0
.
~ ;2.
~ ~
o
-~ ::i
.---.-
o
~
r-
'"
.Ul
2~
M bl
c
~ l'! ~
I~ ~ ~
o U <t
<g ~ ~ 0 0 < ..-
o
o
'"
'"
'"
en
'"
.,.
en
'"
r-
en
0>
co
r<
r-
.-<
01
N
c-
o
'"
o
'"
'"
o
'"
co
N
. ---.-
'"
en
r-
0>
'"
r-
~ .-.-" .---...-
00
00
00
r-01
_\----- _ L--I--I-p \\IJ-- -
u
n
.
o
"
E
~ 9 .9
6
~
~
%
o ~ ~. B
r- 0 ~ u ~
l1I"n ~ ~ ;g,
5~~~~
i .<; 9 ~ g
~ !\~ -i ~
,!:~:;'\i>:i
~ 0 {j 'f e
5 ~ c ;g u:
t ~ flg (5
~ ~ % .~ ~
... ~ Ql >( <1<1
O:u.Jlf)~o..
~ ~ ~ ~ ~
\
o
r
~
5
%
:t
'fl
~
~
W
N
o
<>
E
t;
"-
~
Z
"-
~
r
~
~
~, ~
~ iiI
o ~
~~
~ ~
" "
" 0
~ 'Z
~ "
o
:t
:;\
o
~
~
~ '" '" S Q ~
'"
.-<
w
'"
'"
o
<>
en
,0
ii
o
t;
"-
.
Z
"-
~
r
.
~ 0:
~ .
o ~
~ ~
o ~
~~
> 0
~[
~ .
~ 5
~ "Z
.; ?
o
:t
:;\
o
~
~
% s 0 % ~ '"
~
o
\0
?
U
.
s:-~ - ---
~ ~
\~ .-<
~ ~
iii N
o r< 0
"'Eg~ggrg
.'-< -
-;:: ~ 0'<
.2 0
.
~ ~
~ 6
-6
<f.: t ::r.
is ; ~ ... U1
t: g\% ~ ~
o (.) <{ ~~ r-<
" ~\ ~ " :' - =
~i'
0"'''-
"'::>'"
o
'""' ..
0-:0';>-\
",,,,l-
\;'.p~
z z~3
o 0':>
~ (f} (i. Cl
g ~~~
)- r1:S...::l
Ii (fl ';:) 0::
~ U'"
~ en '"
o_'"\>~
~ ,_nLU?
(.') ,-IZU
.---~-----
1-1--.\ -
g
"
.
~
--
o
~
r-
ffi
5
~
o
~
.
o
~
~
~
"
'Z
"
o
,
"-
\\\
o
~
~
o
c
.
'3
.
m
.
8'
C
"
n
\5
u
.
'"
0;
'5
"
~
l\
l-
H
'"
~~
uO
Ul
~'O
'"
.;1Ul
uz
H
l-'"
Ul
"''"
%'6
uO
o 0
00
00
00
c-01
E-'
H
o
",l-
",H
uO
'"
~'O
~l
.;1Ul
u'i"
H
l-'"
'"
",,,,
",0
68
R <-' C ~,
;;
.
c
.
E
"\
,,-
'"
<
!9. C
~ ~ ~
.. ~'- ..
~;::; 1},
0(.).:(
ror<
0'-<
",r-
OD
r<
~
<>
f.:
r-
o
o 0
-~
00
"";:1,:::2
or-
-'
6~
r-
'"
.Ul
0",
g",
~m
.1-- -.--
,-
o
dO
o
dO
00 '"
",ro en
00 '"
",,,, r-
'" dO
----I-----
(t: ~
ffi5 ~
..J ~ 5-~
m :i' <N::::'- a:
m 0 <;{ ~ 1.U
uJ 0:: ell ~ :1
5 ~ & '* u.l
~ 0 "i ~ ~
;::I 0 Q) -0 0
o l,- V> c; 0::
~ lz 9 ~ IL.
'5 ~. ~ E
~ ~""O ~
~s~g
~ III "6 ~
u: '; Ik-o
';i :r. ~ e
S ~ 2
t--o(j,3
& g g g
'"
"
\:.
"
~
u
~ ~
~ ~ ~ ~ : ~ ~ ~ : ~
__L- ~
I~
"-
u
"
o
C
?
.
~ ~ g
'ril.-L- \_L--l-.L--
12-
o
co
-
c-
o
dOr<
001
wc-
OD
_l.--
;;
.
g
~
o
,,-
"- ~
i~ 0
'"
,00
~\~
Oc-
-'
r-'-<
o-
r-
'::: ~
~ '" ::J ~ ~
o 7~
~ ~(:I.1
<fl
'"
r<
'"
en
'"
cO
",,,, r-
M"" 0
",,,, OD
r< en '"
",,,, '"
",,,, '"
'" '"
..-
ffi
5%&
~ <ll ~ a;
g 'e.~ ~
g Oi W g
ffi ~ ~ ~ ~
~ ~ ~ <5 tl1
a 0 ~.o 0-
0:. [. E: '6 r
g Iz g ~ ~
\~~~~
al E ~ ~ ~
~ IJl ~ 6 ~
~~;~
b ~ ~ ~
.,... IJ w -l
~. ~ ~ "
i
~
6
"
"
.
,
~
$
.
;;
"
~
;0
~
.
U
~
W
N
"
'"
"
~
N
o
z
m
:;;
o
~
z
w
:;;
~
o
~
w
>
w
o
z~
~Z
mW
~~
O~
zo:
~~
,,"'
~'Z
~W
6r5
I-J
~ ~
o~
~~
w
"
~
~
~
~
w
o
~
"
o
00
.u
\0 <:r 0:8
""" 0
c-UlU
o -..:
0", ~
. -u)- :>-d-I
o E-<>'I
a .....1,::C
'" ..:W
"' w",
O\..~
rl Ul
~?Sg5
O~'"
E-< 0
W"'
"''''
~
.
"
~
"
o "
co~~
r-.o :2
<::1' Z <il
00 ro
0'I~8
. ~
. .
8~
00 _ c
wa: 0
:i ~ ~
~ 0 E
I' E
" ~ 0
~ w U
~ ;;l. 0
':2: Ul 6
w ~ ;;;
E~~
'"
o
.J :2
N
;? 0 c; :2
"
E
.2 .9 ~
"
"'
00
00
"''''
0",
"'OO
NN
~ "'
u
o
OJ
OJ
..:
~
E-<
>'I
..:
W
"'
~
w
"'
..
nw
.w
~'"
Q
OJ
~~
8E-<
z
~
g #. ;fl .9
E .T
~ "
z Q
o ..
t= 'd
frl n
z w 0.
~ ~ .f ~
~~ 22~~Q)
~~~J:o~s~
~Ql:;;~g-~~~
~~so;;;a:<ii~~
wo;ug~~o~
!::: --.l ~ <t U ....J L <l:
g g g f g * g g g g e
~
ro
'"
~
..
uJ ~ .9 .9 .9
~ ci <Jl '"
<( r-l E >. >-
~M
~
~c-
00
;;: 9
o
~ .-I .E
~ -::. E .2
a= 0 ,;:! E
J!:l M ~ :>
z......... .... E
~r-~~
> 0 u
. c.
c ~ g
~ E ~ ~
5 ..s ~
~ ,g ~ E
0: m.. . n
g;! - g ~
~ :s ~ ;
o 0 0 0 0 0 0 0
gg.€.E.g.E..E.~
M
rl
o
o
c-
'"
M
N
.
~
.
w
o
z
w
"
.
"
,;
o
w
$ W
o g
o .
~ a
f:l E
> n
ill ~
w 0
. I
tflVlVlIF1V1<f}IR'h
@@@@@@@@
o 0 0 0 0 0 0 0
E E E E E E E E
.
u
"
.
~ x VI
s: ~ >< ~
~ g ;. ~
_ \:::: C <l>
o~ 5 III
~ () U ;{
_ 0
- g
g g g ~ g g g g
o "
o "
","
~ ~ 0
'? ;? '2
o
o
'"
.922.9222
. 0
.2! c Z
0> n n; Q E
~ & c ~ ~ ~
*~~~g~
~ C i5 E ~ C
I Q) ;j ~ a w
l) ~ ~ <U !;; ~
~ Qi ~ ~ ~ g
j:: U1 < ..::: .= c
", 0 ",", "" en
-5 ':? '2 J 9 0 c. ~
"'
Ul
..:
u
"'
'"
'"
~
E-<
Cl
~
"
~
E-<
'"
'"
'"
H
"
o
o
'"
"'
'"
.
" ~
. "
~ "g-
.":! C
o c
Z <
Q
o
z
E VI b9
~ & ~
~ ~ ~
~ (3 3
. ."
~ ~ 4i
~ S ~
.
> .
o u
n c
. 0
~ ~
o
~~I
g: '2
..- _..-
o
o
'"
"'
'"
00
",0
"''''
N",
'"
~
"
"
"
~ ~
. .
~ ~
. ro
99
U) (; 0
. :;; :;;
::l g'oo
<=) g>o 0
. "
~:EO'\O'I
o ",en
0:00\0'1
~"'
00
~'"
~N>R>R
o U U
Z ..
<( d d
o
z
6
.
o
o
w
.
.
z
w
.
z
.
w
>
o
o
~
u .
. ~
. E
o .
'" ~ ~
l! ~ ~
Ol~<ii
~ ~ ~
o -S!. (l)
~ ~ OJ
a: U t/l
~, ~ ~ ~ ~ ~ - ~ ~
, -
>.
~g
~~
~ ~
" "
g, ~
i!
. 0
<:f' ~ ~
l,[l" ;;;
,.
00 ~ 1il
~ ~ j
, >
~ i
5 .!:
I]
-
o 0
0.:'
g ~
H
" "
~ ~
. .
~ !;
;:. -.1.
~ to v
<:: ~ '"
~ "6 D
(J) ~
~ H~
i ~~
"
9
o
ro
o
N
r-
"'M'"
M""'
",r-c-
0"''''
M '"
c-
-
'"
N
ro
ro
r-
-
.1-
'"
CJ
"
o
"'
E-< 0
U)HHCfI
,"E-<E-<
Pd.-d..... 0
'"'"j
"'"'"'
E-<'"'"
f'l;1l.i1l.i~
WCf)UlW
Oo<:<:r::t:Cf1
CJCJ:<:
Z ::>
wZZU
ClHH
p",,"'"
~OOU::l
UlP:::P:::Z
~
w
o
.
.
i3 2 2
"
z
w
.
w
~
~
"
~
z
o
C
6
o
.
; I
,.
~ i i
o .9 <;
* g'l
.e ~ g 9
ii)
~ ~
00
w
o
.
.
.
o
"'P< "
03.::r::~
cOf-!rJJ:::!:
~Oo~~
~UlUf-![jj
~ . ~
~;,-ir-l3.:;i
., 00(4 I-
~rf Cflg
g gig
_..; a
3 ~ c.;:
~
~ ~
g ~
o
:".=::!'-:
,,- '>
o ~
.
,
~
~
"
~
"
ro
"
;;
~
..
"
)
-<
1
o~
...J
.7
~ .
~;. ."
, n
~ c: -"
- "
~~
o .
E E
~ g
:: ~ (-.-/
o
0;
,
s
"!i ..
1 ~
.
.
g
<
,
~
.
,
"
""
!!l";
ii C
.g f
~
,
"
"
"
"
I
,
"
"
.
o
;;
.
o
.
~,
: ~
.
~
A.
,
.
,
s
.
,
,
, "
a ~
,
, I
i~
I
.
I
o
I
"
,
.
.
0;
"
3
,
I
~G
!
REV-1511 EX +(1-97)
.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21-01-0365
ESTATE OF
Elizabeth M. Holler
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
SSIf 182-22-9772
03/06/2001
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES,
Ewing Brother Funeral Home
160.00
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s) John P. Weyman
Social Security Number(s) I EIN Number of Personal Representative(s) 6
Street Address 10300 Upper Strasburg Rd.
City UpperStrasburg Stale PA Zip 17265
5,500.00
Year(s) Commission Paid:
2001
2.
3.
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
5,500.00
City
Relationship of Claimant to Decedent
State
Zip
4,
Register of Wills
255.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal - estate notice publication
75.00
2
Patricia A. Rosendale CPA
150.00
3
Register of Wills - filing fees
64.00
4
The Sentinel - Legal - estate notice publication
69.04
TOTAL (Also enter on line 9, Recapitulation) $ 11,773.04
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-1S12 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth M. Holler
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
5511 182 - 22 - 9772
03/06/2001
FILE NUMBER
21-01-0365
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Brockie Pharmatech
DESCRIPTION
AMOUNT
511.09
2
Hartzell Eye
39.00
3
PA Department of Revenue, 2000 income tax
375.00
TOTAL (Also enter on line 10, Recapitulation) $ 925.09
(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)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETUAN
AESIDENT DECEDENT
03/06/2001
ESTATE OF
Elizabeth M. Holler
SSlt 182 - 22 - 9772
RELATIONSHIP TO DECEDENT
00 Not List Trustee(s)
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions. and
transfers under Sec. 9116(a)(1.2)]
1
Esther Kessler
316 Fox Street
Harrisburg, PA 17109
Sister
2
D. Richard Murtoff
119 Hill Drive
Carlisle, PA 17013
Friend
3
Teresa Ann Smith
1614 Walnut Bottom Road
Newville, PA 17241
Friend
4
Friend
John P. Weyman
10300 Upper Strasburg Road
Upper Strasburg, PA 17265
FILE NUMBER
21-01-0365
AMOUNT OR SHARE
OF ESTATE
16,942.46
6,780.91
6,780.91
16,942.46
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
11, NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Faith Chapel
1453 Holly Pike
Carlisle, PA 17013
2
Upper Strasburg Bible Church
10300 Upper Strasburg Road
Upperstrasburg, PA 17265
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 2000 form software only The Lackner Group,lnc.
16,942.46
33,884.92
50,827.38
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, ELIZABETH M. HOLLER, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon
as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) The sum of$25,000.00 to Faith Chapel of Carlisle, Pennsylvania;
(b) The sum of$25,000.00 to John Weyman;
(c) The sum of $50,000.00 to Upper Strasburg Bible Church, Upper Strasburg,
Pennsylvania;
(d) The sum of $25,000.00 to Esther Kessler;
(e) The sum of$10,000.00 to Teresa Ann Smith;
(f) The sum of$10,000.00 to D. Richard Murtoff, and
(g) All the rest, residue and remainder to John Weyman.
4. I nominate and appoint John Weyman to be the executor of this my Last Will and
Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin, as substitute executor, also to serve as such without bond, with the same
powers as are given herein to my executor.
5. I hereby suggest that my personal representative retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this I J . day of June,
1994.
I
;':' ~~~ ~EAL)
EL ETH M. H LER
Signed, sealed, published and declared by ELIZABETH M. HOLLER, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who at her request, in
her presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDA VIT
WE, ELIZABETH M. HOLLER, BETZI A. MORRISON and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and
that she executed it as her free and voluntary act for the purpose herein expressed, and that each
of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that
to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by ELIZABETH M. HOLLER, the
testatrix herein and subscribed and sworn to before me by BETZI A. MORRISON and
CHERYL L. CLELAND, witnesses this I ~ . day of June, 1994.
l~d
3cL
Notary Public
Notarial Seal
FIoaer B. Irwin, NoIaJy f'I.tjc
CMtlKl Boro, Cumber1andCwnty
My Commi8sIon ExpIres Oct 3. 1996
lJf\1b<!r, yfvania Association of Notartes
.
The Fowler Robert~c;~"J LLC a {U<a'fe/"t~ 'J'U"'It
B. J. (Bob I Roberts. MS. CFP. Portner
Telephone (7571 229-2007
Fax (757} 229-6544
1318 Jamestown Road. Suite 201
Williamsburg. VA 23185-3382
Re: estate of Mrs. Holler
~, ';;'I,,' Q- ~. ['.'-vi' K,hl,',', '-t.
V.: I'> ~-L L:-- -i 1.:.1 J:~':l ~ _ i!
t!,;) -",J-- U - '<C;;..j
, "Y
'=i 29 200!
Roger B. Irwin
60 West Pomfret Street
Carlisle, PA 17013-3222
Dear Mr. Irwin:
J"nl','II,1 ',~ i/~'1r':'r :", .." ','~';,r(_
I,'.' ,..,.... '-":.' .
n~\~~'d'i! llh,n\..vl~, '...... ,l....;"...~
The total account balance of all accounts as of date of death was $92,622.06. The account is
titled to:
ELIZABETH M. HOLLER
We stopped income distribution as of date of death (confirm #32304). With this FAX
transmission is a copy of the statement for year end 2000.
s;~~
Bob Roberts
,/
B. J. (Bob) Roberts. MS. CFP. is a Registered Representative offering S,-"Curities through
Investors Security Company, Inc.. Member NASD/SIPC
110 Bank Slreet. Suffolk. VA 23434. (757) 539-2396
~ FARMERS NATIONAL BANK
OF NEWVILLE ..J {Jil'/.,ifill ,,(..LI,lIn, (.;'11'111 .\:/11"",'; li,lIli'
March 16, 2001
Mr. Roger B. Irwin
Irwin McKnight & Hughes
60 West Pomfret Street
Carlisle, PA 17013
RE: Estate of Elizabeth Holler
Dear Mr. Irwin:
Mrs. Holler had a checking account #11-985-7 with this bank which was opened
2/5/85 with a date of death balance of $6,661.14. This account is non-interest
bearing and was in her name alone.
Savings account #5001760, also in her name alone, was opened 10/1/92 and had
a balance 3/6/01 of $1,671.38 plus $8.23 accrued interest.
Sincerely yours,
~~7
. Carolyn H. Kough
Executive Vice-President/ACNB
P.O. Box 1':;6, Nl.:wvilk, PA 17211 . (7] 7) 776-':;) 12
.., Way~qi!'Kt
LOOK FOR U5. WE'LL GET YOU THERE.
IRWIN MCKNIGHT & HUGHES
60 W POMFRET ST
CARLISLEPA 17013
The information which you requested on the ELIZABETH HOLLER EST A TE
(Social Security Number 182-22-9772) is as follows.
Account Number(s)
1768223535
Class of Account
CERTIFICATE
Date Opened
070292
Principal Balance
10000.00
Accrued Interest
9.44
Balance at Date of Death
10009.44
Account Ownership
SOLE
Name of Joint Owner, if any
Date Ownership Was Established 070292
Additional Information Requested PLEASE COMPLETE W-9
Sincerely,
i~~;t~
Senior Services Rep.
P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711
Toll FrEE 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com
'v
/t-o:).3~ - /.::J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY.
ACN
07-16-2001
HOLLER
03-06-2001
21 01-0365
CUMBERLAND
101
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
REY-1S47 EX AFP (12-00>
ELIZABETH M
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 ~
Rfv:i54-j-Ex-AFP-(i2:oo1--NOTicE--oF-I-NHEifi;:ANCE-'~fAi-A-PPRAisEMENT~--A[LOWAN-CE-CrR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOLLER ELIZABETH M FILE NO. 21 01-0365 ACN 101 DATE 07-16-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
110,972.25
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
11,773.04
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
110,972.25
12.698 13
98,274.12
50,827.38
47,446.74
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL 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
19. Principal Tax Due
TAX CREDITS:
925.09
(11)
(12)
(13)
(14)
(15) .00 X 00 = .00
(16) .00 X 045 = .00
(171 16,942.46 X 12 = 2,033.10
rate (18) 30,504.28 X 15 = 4,575.64
(19)= 6,608.74
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-25-2001 AA496646 330.44 6,278.30
TOTAL TAX CREDIT 6,608.74
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.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
ELIZABETH M. HOLLER
Date of Death:
March 6. 2001
No. 21-01-0365
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
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
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? ----X- Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
10/16/01
/.,/~ /Z [.
l t. r J. ~t..'""-
Sig~ature ( _
IRWIN, McKNIGHT & HUGHES
Roger B. Irwin. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
Capacity:
x
Personal Representative
Counsel for Personal Representative