HomeMy WebLinkAbout01-0461
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ALICE K. WEARY
also known as
Deceased
Social Security No. 193-24-1214
No.
To:
~ -01 - 4(,1
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executrix named in the last will of the above
decedent, dated January 31,1997 and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 442 Walnut Bottom Road, Borough of Carlisle.
Decedent, then 86 years of age, died April 23, 2001, at 442 Walnut Bottom Road, Carlisle,
Pennsylvania.
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 Pennsylvania
(lfnot domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ unestimated
$
$
$
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil( s) presented
herewith and the grant of letters testamentary thereon.
~v' ~L Q~~
Marjorie X. Todd
1 Hill Street
Mt. Holly Springs, P A 17065
(717) 486-3812
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 9th day of
May , 2001.
'i'Yla>-u t. .e,~
\ ~J ~ . Register
u\ c ~~
'\ (( 1.. ~'" ______ l "'<-")
Marjorie A. odd
1/
No. 21_01_461
Estate of Alice K. Weary, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW,
May 9
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 January 31, 1997 described therein be admitted to probate
and filed of record as the last will of Alice K. Weary and Letters Testamentary are hereby granted to
Marjorie A. Todd.
Will Book #
Page
J--n<li c ~ ~<>-.plJ.'f'\
Register of ills
Ivo V. Otto III, 27763
ATTORNEY (Sup. Ct. l.D. No.)
MARTS ON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(717) 243-3341
FEES
Probate, Letters, Etc.
Short Certificatesl2 )
Renunciation
~CPages
TOTAL
$ 60.00
$ h_OO
$
$~
$ 80.00
Filed MAY 9,2001
F .IFILESIDA T AFlLEIEST A TES\7971-petition.ltr
H 105.R05 REV 9/'iH)
This is to certify that the information here given is correctly copied fran: an original ce.rtificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
21-01-461
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7248431
No.
~.~ ~.~~~~~
Local Registrar .
APR 2 4 2001
Date
Hl05.:43ReY 2187
COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS
CERTIFICATE OF DEATH
'NT
S.NT
""
NAME OF DECEDENT if"s" Midde.l.,
.. Alice
Stx
.. Female
STATE ~llE NUMBER
SOCIAL SECURITY NUMBER
3. 193 - 24 - 1214
OAT E OF OEATH ,McnItI. 0.." .....,
.. April 23, 2001
AGE{laslBw1f'ioay)
UNDER t YEAR
........ Doyo
8lRTHPlACE (Coto, ~ PlACE OF OERH lCt-eek Of'/It( l'lr'e 'iee onsttuc\.ons on 0lt"8I WM)
State Of FCf8lgl'l Counlry) HOSPITAL:
farlisle, PA ;:-'- 0
FAClLrTY NAME (II "Ol1Nil'tl.Jlton. gt'o4 SCrHl: ano numtlerl
=..,,0
.. 86
COUNTY OF OYI'H
v...
~\
CUmberland
..
Ie.
DECEDENT'S USUAL OCCUPIQl()ftt
(~':::=~~:::ir:1'
- 11L 111t.
DeCEDENT'S MAILING ADORESS (Str... CifylTOwn. SIa. ZIpCodel
Thornwald Home
442 Walnut Bottom Road
... Carlisle, PA 17013
FRHER.SNA...'..........-.LtII) George L. Kost
II.
1Nf'(lRMAHT'S""ME (l_"" Marjorie A.
-
METHOD OF OtSPOSITIOH
_0 c._1il ___0
_0 co...
. 21L
MARITAL swus -.......
NeYIt Mam.d, WicIowltd,
--""
It. Widowed
17c.D "-,dlIcredenl:l'Mdlr'l
RACE. A"*'Can IncNn. ~ Whit.. Me.
,_,
,I. White
SUAVMNG SPOUSE
1. ..... QNe tNIIOen t'IlIInItl
1710.
();d
--
holtina
CUmberland _? ...,G :"'''':''.':::'01
MOTHER"S NAME (Fir.. MIdde, Maden Surname)
...,-..
....
Carlisle
II. Mary Emma Kunkle
INFORMANT'S WdlING AOOAESS tsn.t. CiIyITown, sa.., Zip Code)
HLOne Bill St., Mt. Holly Springs, PA 17065
PlACE OF 0tSP0SIT1ON. Name otCemetery. CrematOIy LOCATION. CifyfTown, Stat., Zip Code
'" co... PIoco
".. Yorktowne Crematory
Todd
24. M. 25.
21. PART I: EM., I'M diuaM'. fnjuries or compIicaltOM wf'Iid'I caused lhe death. 00 not em., the mode of lng, sueh as cardia:c: Of respiralOfy arrest, shock or heart failur.
l_onfyDN~onUCh",
~\ ~~~~~~~NCE~'
\se.o-.SQ.....,
l :
DUE 10 (OR AS A CONSEOUENCE Of):
DUE 10 (OR AS A CONSEOUENCE Of):
WEAE AUTOPSY FIN[MNQS MANNER OF DEATH
JMtJl.A8lE PRtOA TO
COMPLETtON OF CAUSE e- O
OF DERH1 ......... Homic:idI
- 0 P.nding InYMtlgalto" 0
.... 0 No _0 No 0 - 0 Couki nc4 be detannlned 0
DATE OF IN,JUF\Y
(Month. Day. _arl
PART": ou-.r~condIiof'lIa~lOdMth.but
not rMUfting in IN undeftrting ca..M 0iVeft in PART I.
TiMe OF INJURY
tNJURY R WOAK1 OESCRI8E"tiOW INJURY OCCURRED.
.... 0 NoD
3011. 3Gb. M,
PlACE OF INJURY. At home, larm, street, lactory, otftc.
buiklIing. etc. tSpecrtv)
2IL 2Ib. 8. 308.
CERTWIER ICtlectl only one)
~CEJnWVJNQ PHYSICIAN (Phy5lClaf1 cenIylng cauM d dM1h wJ\ert ~ prlYSlCoan has pronourced dealh ana completed "em 23)
To the beet o. My Il:nowt.cIp, deflh occ:\HnlCldue to Ilhe cauH(s).nd INnner.. stated. . . . . . . . . . . . . . . . . . . .
.~HQ AND CERTIFYINQ PHYSICIAH (PhySlCtlVi botI'I pI':JflOuncong ()eath and certrl'fll"l9lOcause 01 dea1l'l\
10 the ~ot my kl'lOwtedgft, .athoccUf'fM a.the dine, dal., and plK., and due to the uuMi.) and mannar.. st.t~
."EDICAL ..A"'NEA/CORDNEA
On the baais of ...min.lIon .ndlorlnvesllg.lion, In my opinion, d..th occurred.t the lime, date, and place, and due to Ihe cause(s) and
""""IIf..st.ted...... ............ ..,. ...,..... ......" ,.,.... ,....., ...,.,.,.
J1..
". AEGISTAAR'SSIGN,tJUREANON~ .. ". ~.... t....s,.......
_ ~ ""' ,~tl\\1l. ~ \ I~ \ 101
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F.\FILES\DA T AFILE\ WILLS\ 7971-2. WIL
LAST WILL AND TESTAMENT
I, ALICE K. WEARY, ofthe Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by
me made.
1.
I direct that all my just debts, funeral expenses, testamentary expenses and all
inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and
as part of the administration of my estate. My Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or
other property not passing under this Will.
2.
I give the sum of One Thousand Dollars ($1,000.00) unto each of my grandchildren.
3.
I give, devise and bequeath all the rest, residue and remainder of my estate, both real
and personal property, including my undivided one-half interest in the premises at 134 South
Pitt Street, Carlisle, Cumberland County, Pennsylvania, in five (5) equal shares, in the
following manner:
a. One such share unto my son, ROBERT W. WEARY~
b. One such share unto my son, RICHARD WEARY;
c. One such share unto my son, JOHN WEARY;
d. One such share unto my daughter, MARJORIE A. TODD; and
e. One such share, in equal shares, unto the children of my deceased daughter,
JACQUELINE YEAGER, to wit: THOMAS J. YEAGER, CYNTHIA A. EBNER, LAURA
II. J<., W.
A.K.W.
Page 1 of 4 Pages
B. BRICKER and JILL D. BRANY AN.
4.
I nominate, constitute and appoint my daughter, MARJORIE A. TODD, as Executrix
of my estate.
5.
I direct that my Executrix shall not be required to file a bond to secure the faithful
performance of her duties in any jurisdiction.
6.
I authorize and empower my personal representative, in her sole and absolute
discretion, to purchase or otherwise acquire and retain any investments of which I die seized
or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer,
exchange, dispose of or grant options in regard to any or all property of any kind forming a
part of my estate for such terms and such prices as she may deem advisable; to borrow money
for any purposes connected with the protection and preservation of my estate; to mortgage
or pledge any real or personal property forming a part of my estate or to join in or secure the
partition of same; to compromise any claims or demands of my estate against others or of
others against my estate; to make distribution in kind and to cause any share to be composed
of cash, property or undivided fractional shares in property different in kind from any other
share; to employ agents, attorneys and proxies and to delegate to them such power as my
personal representative considers desirable and to pay reasonable compensation for such
services as may be rendered by such agents, attorneys and proxies; and to execute and deliver
such instruments as may be necessary to carry out any of these powers.
sr
IN WITNESS WHEREOF I have hereunto set my hand and seal this 31 day of
~ ,1997.
'0-- U L _ k:" lup.4AAr
Alice K. Weary .
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix,
Page 2 of 4 Pages
as and for her Last Will and Testament, in the presence of us, who at her request, have
hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and
of each other.
~\~
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(..c~J {ev---.)
Page 3 of 4 Pages
COMMONWEAL TH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, Alice K. Weary, Testatrix, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
o~~~ ~, L{Jt~
Alice K. Weary
rr-Sworn or affirmed to and acknowledged before me by Alice K. Weary, the Testatrix, this
81s dayof ~' ,1997.
N~dYncAAJ
COMMONWEAL TH OF PENNSYLVANIA
I' Notarial Seal
Corrine L. Myers, Notary Public
Carlisle Bora, Cumberland County
I My Commission Expires May 27,1999
L ~
)
: SS.
COUNTY OF CUMBERLAND )
We,-L'/() 'V. {)+J--0 JIL ~ 1na...C-U<.. Y ~+m
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Alice K. Weary, the Testatrix,
sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of
us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our
knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no
constraint or undue influence. ~\. ~ ~ ,--.
A~O E. I-I-,~ ;S+-.
('Arll~/e- Ph /7013
"I
/ C0~ <L:.'7v~
396 '. 7ers tE~:/,
J5()Jit1 ,5nriri.:r; pA 17001
I '
&+-
Sworn or affirmed to and subscribed before me this .3) day of ~ ' 1997.
C~~
Notary Public
Page 4 of 4 Pages
I Notarial Seal I"
! C~rrine L. Myers. Notary Public
! ",C,,:rns!e ~~ro, Cumberland County
1-_'/' / uOll,mlSvlOll Ex::,res May 27, 1999,
F:\FlLES\DA T AFlLE\ESTA TES\ 7971-notice.cer
ffi--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ALICE K. WEARY
Date of Death: April 23, 2001
File No. 21-01-0461
To the Register:
I certify that notice of 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 or
about May 16,2001.
Cynthia A. Ebner, 22 Park Lane, Dillsburg, PA 17019
Jill D. Branyan, P.O. Box 358, Lewisberry, PA 17339
Michelle McKeehan, One Hill Street, Mt. Holly Springs, P A 17065
Bryan Weary, 1850 Pine Road, Newville, PA 17241
Jessie Weary, 8138 Prescot Drive, Apartment 201, Vienna, VA 22180
Lisa Webber, 108 Stonehedge Drive, Carlisle, PA 17013
Laura B. Bricker, 1781 Springwillow Drive, Mechanicsburg, PA 17055
Thomas J. Yeager, 22 South Indiana Place, Golden, CO 80401
Rob Weary, 520 North George Mason Avenue, Arlington, VA 22203
Tim Weary, 1134 Centerville Road, Newville, PA 17241
Steven Todd, 629 Bullfrog Valley Road, Hummelstown, PA 17036-8519
Robert W. Weary, P.O. Box 94, Gardners, PA 17324
Richard Weary, 204 7 Walnut Bottom Road, Carlisle, P A 17013
John Weary, 13 Thomas Drive, Mechanicsburg, PA 17055
Majorie A. Todd, One Hill Street, Mt. Holly Springs, PA 17065
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: May 16,2001
Signature
Name
~\).~ ~
Ivo V. Otto III, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, P A 17013
(717) 243-3341
Attorneys for Personal Representative
'''''-~.'5DDt)(.(''''1
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COMMONWEALTH Of PENNSYLVANIA
OEPARTMENT OF REVENUE
DEPT_280601
~RRISe.uRG. pp. 1112&-00<}1
lfo _:).J,Cj - 13
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
. 21 01
______1~~~__~~~______
I SOCIAL SECURITY NUMBER
["iJECEDENT'S NAME (LAsT. FIRST. AND MIDDLE INITIAL)
i WEARY, ALICE K.
J
193-24-1214
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~~:~:;~~ ;MM-OD-YEARl I ~~~~~~'~~HI(;M-OD-Y~Rl
iiF-fi,PPllcAaCEjsuFivIVii,icfgpOUSE'S NAME ( LAST, fIRST AND MIODlETNrTlAl) -
I
1- I:BI 1 original Return -
I 0 4. limited Estate
00461
NUMBER
THIS RETURN MUST BE FILED IN DUPLICA.TE WiTH "-HE
REGISTER OF WILLS
SOCIAL SECURlrt NUMBER
3. KemSiifaer-RefiimTdateOf-aeafl1Piior-fo12=T3"-B21-""-
- ----0
o
o
5. Federal Estate Tax Return Required
8. Total Numberof Safe Deposit Boxes
6 Decedent Died Testate (Attach copy
ofWil\)
9. Litigation Proceeds Received
48, Future Interest Compromise (date of death
after 12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95)
10 East High Street
I Carlisle, PA 17013
I
(1)
(2)
(3)
None
-----.---.------.---- ----."--
--~ -- -- --- - .------ ---- ---~---~
OFFICIAL USE ONLY
22,817.06
None
(4)
(5)
(6)
(7)
None
o
2.- Supplemelltan:~eium-
510.00
3,715.57
._--~--
-0-
(9)
(10)
4,119.00
441.48
(8)
27,042.63
.,..
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"'0
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00
,,~
ME
Ivo V. Otto, III, Esquire
rIR'.r NAME(if applicable)
Martson Deardorff Williams & Otto
~ELEPHO!i~UNlBER
717/243-3341
ci-:;~R~al Estate (Schedule A)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(11)
4,560.48
22,482.15
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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. lnterNivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (tatat Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .00
(12)
(13)
(14)
22,482.15
12. Net Value of Estate (Line 8 minus Line 11)
15. Amount 01 Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
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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
22,482.15 x .045
x .12
x .15
20. 0
CHECK HERE IF YOU ARE REQUESTlNG A REFUND OF AN OVERPAYMENT.
(15)
(16)
1,011.70
19. Tax Due
(17)
(18)
(19)
1,011.70
Copyright 2000 form software only The Lackner Group, Inc.
Form REV.1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
442 Walnut Bottom Road
CITY-~Carlisi;-
ISTATE PA
~-~-
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
--m3<T
Total Credits (A '" B '" C)
3. lnteresUPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Une 2 is greater than Line 1 + Une 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 Une 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE,
Make Check Payable to: REGISTER OF WILLS, AGENT
I ZIP 1701:3
i
(1)
(2)
(3)
(4)
(5)
(5A)
(58)
1,011.70
50,59
0,00
961.11
961.11
1, Old 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 '1n 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?............ ................................ .....,....................... ..."........ ...... ..... ............
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
o
o
o
o
o
o
I8l
I8l
I8l
I8l
I8l
I8l
I8l
o
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 penali(es ofpe~UrY.Tdeclare that'1 have examined this return, including acoomp3l'\yir.QScnedlJles and statements,'and iCi'the best of my knowledge and belief, it is lrue:COrrect
and complete.
DeclaraUon 01 prepar~r other than the personal representaUve is ~ased on all info':fT1atlon of which preparer has any knowledge. __. '_,.._ .___.__.~~____,_,_
SIGNATURE OF PERSON RESPOO'SlBLE FOR FILING RETURN - - ADDRESS - DATE
srG~R~~o~,:s-'ii?"Ik~HN
One Hill Street
Mt. Holly Springs, P A 17065
AIJOKI::i::>
SIGl'lATlJm~NK'PKES'NIATIV'
AUUKE::;t;1:S
10 East High Street
Carlisle, PA 17013
,.,/t2/01
UAII:: "----.-
w;rr;---
,1/17 (0/
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P,S, ~9116 (a> (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.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot 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 t'Nenty-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. 99116
1.2) [72 P,S, ~9116 (a) (1)J.
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.
1
I
_J
I FILE NUMBER .
. 21-01- 00461
*'
Schedule B
Stocks & Bonds
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DeceDeNT
ESTATE OF
WEARY, ALlCE K.
All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.
--(
ITEM
NUMBER I
_ 1__.. __.___.._
I 126 shares, MetLife @ 28.97
2 1112.50 shares, Bank Deposit Program'@'I.OO
3'. _ [.167.582 slillres;Smith Barney Diversified S~ategic Income Fund, Class B@6.93
I-"ALUE AT DATE
OF DEATH
-.J -, - 753.22
. 1,~"TI2.50
L.2~51 .34'
DESCRIPTION
Schedule B TOTAL
$22,817.06
'.
Schedule E
Cash, Bank Deposits, & Misc. Personal
L_ prop_erty __.
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEARY, ALICE K.
I FILE NUMBER
21 - 01 - 00461
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
I VALUE AT DATE
OF DEATH
.. --I '- '510.00
-~.._-~------,--- ".----
ITEM
NUMBER L _
1 ICremation Society, refund
_____~... ..______u___
DESCRIPTION
Schedule E TOTAL
SSlO.Olf
*'
Schedule F
Jointly-Owned Property
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN~.
RESIDENT DECEDENT
-------..--....-.-
ESTATE OF
WEARY, ALICE K.
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A iMarJoneA. 1,<idd~-
ADDRESS
lane Hill street' -
1~!~Hol1y Springs, PA 17065
jDaUghter
JOINTLY OWNED PROPERTY
- u_ 1- Letter 1- Dat~ - I
N~t:;'~er I f~~~~~l I ~;;~!..J
__~[_ j __ A - ~/~~/O~o~&TCheCking Account #52~586
Description of Property
I
.. _ ___---.1. _
___L
I FILE NUMBER-----
21 - 01 - 00461
RELATIONSHIP TO DECEDENT
Date of Death
Value of Asset
7,431.141
Schedule F TOTAL
%of
Deed's
Interest
50%1
l___
Date of Death
Value of
Decedenfs Interest
'3,715.57--
3,715.57--
*'
Schedule G
Inter-Vivos Transfers &
Misc. Non-Probate Property
I
FILE NUMBER
21 - 01 - 00461
COMMONWEALTH OF PENNSYLVANIA ~
INHERITANCE TAX RETURN
RESIDENT DECEDENT __
ESTATE OF
WEARY, ALICE K.
:;';;:~:~:.::~=;==:::::' ::-:::: -:ri~'. ::: r~:;~:-n
; Attach a copy of the deed for real estate. ALUE OF ASSET INTEREST (IF APPLICABLE)
0.001 100% I -- --- 0.00--
J$.1etGfeAnilUily No. 70 1 000483AB--guaranieed paYm--ents
ended on 9/7/1990; payments cease on death of annuitant
(decedent herein); no death benefit
--- --..-..----..- _ --. ------..--.- .
Schedule G TOTAL
$0.00
'*
SchecUe H
FmeraI~ ses&
Adtli lib1lcbleCosts
I
I
_L____~_
I FILE NUMBER
, 21 - 01 - 00461
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEARY, ALICE K.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
-------- --
A. I FUNERAL EXPENSES
Hollman-Roth runeral Horiie~lisle,PA
--+-
I AMOUNT
- ---=-I~---:-
_~ t;57LOO
------+~---
-
DESCRIPTION
-t-
B. ADMINISTRATIVE COSTS
1. Personal Representative's Commissions
, Marjorie A. Todd
Social Security Number(s) I EIN Number of Personal Representative(s):
1,150,00
Street Address One Hill Street
City Mt. Holly Springs
Year(s) Commissions paid
Slate PA
Zip 17065
2001
2.
3.
Attorney Fees
Martson Deardorff Williams & Otto (estimated)
1,150.00
Family Exemption (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
none
City
Relationship of Claimant to Decedent
Probate Fees
Slate
ZIP Code
I 80.00
I
I
L__ n _~5.00
I 3.06
1- --150.00
I
4.
5.
Accountant's Fees
6.
I Tax Return Preparer's Fees
IReglster of WIlls, hlmg Tee
1__" _
IRegister "[Wills, short certificate
IRe-servecffor-lidditional probate fee, and miscellaneous filing fees-
I
7.
Schedule H TOTAL
4,119.00
.
Schedule I
L' Debts of Decedent, Mortgage
Liabilities, & Liens
^- - -,-
COMMONWEALTH Of PENNSYLVANIA
INHERITANce TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
i 21 - 01 - 00461
ESTATE OF
WEARY, ALICE K.
I AMOUNT
. _1_ _____
i 9.90
I
L--T88.23
-- I --'243.35
_________ __l._~._____.__
ITEM .
NUMBER I
. 'r--' IDarlene Moyer, Tax Collector, 2001 personal county/township tax
-----~.. - -~. ~_._- -..------..- --
2 IPharmerica, account payable (not covered by insurance)
3 - jThomwaldHoiiie;-account payable -----
DESCRIPTION
Schedule I TOTAL
$441.48
.
Schedule J
Beneficiaries
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I
NUMBER ! NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I.--hmB!.!" DISTRIBUTIONS (include outright spousal distribution;)
1 Michelle McKeehan ---
One Hill Street
Mt. Holly Springs, P A 17065
____u____
2 Bryan Weary
1850 Pine Road
Newville, PA 17241
3 Jessie Weary
8138 Prescot Drive, Apt. 201
Vienna, VA 22180
4 Lisa Webber
108 Stonehedge Drive
Carlisle, PA 17013
-- -"-----
I FILE NUMBER
21 - 01 - 00461
!RELATIONSHIP TO.-AMOUNT OR SHARE-
DECEDENT OF ESTATE
_ Do Not List Trustee s ______
_____ _-.l __
Granddaughter-I,OOO.OO
ESTATE OF
WEARY, ALICE K.
Grandson
1,000.00
Granddaughter
1,000.00
Granddaughter
1,000.00
5 Steven Todd
629 Bullfrog Valley Road
Hummelstown, P A 17036
Grandson
1,000.00
~__,=-"--_.._ ~ner dollar amounts for d~~~i~~~~ms shown ab?ve on lines 15 through 17, as appr~priate, o~ ~ev 150~ cover s~.~e
II. ,NON-TAXABLE DISTRIBUTIONS ,
!' A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING
,MADE
!
I
I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
I
L.
Schedule J TOTAL
.
COMMONWEALTHQF PENNSYLVANIA I
INH ERITANCE TAX RETURN ..[.
RESIDENT DeCEDeNT
.--------.. .-....----.---
I
~--
I FILE NUMBER
2] - 0] - 0046]
I RELATIONSHIP TO I AMOUNT OR-SHARE .
NAME~~D ADD~ESS OF PERSON(S) RECEIVING P~O~ERTY ----+-.. 00 =~~~ + ~F ESTAT~
TAXABLE DISTRIBUTIONS (Include outright spousal distributions) ~ n~ ~
(; -Rob Weary Grandson - -1,000.00-
520 North George Mason Avenue
Arlington, VA 22203
------ - ---------
Tim Weary
] ] 34 Centerville Road
Newville, PA ]724]
Schedule J
Beneficiaries
ESTATE OF
WEARY, ALICE K.
7
Grandson
],000.00
8 Laura Bricker
] 78] Springwillow Drive
Mechanicsburg, PA ]7055
9 Thomas Yeager
22 S. ]ndiane Place
Golden, CO 8040]
10 Cindy Ebner
22 Park Drive
DilIsburg, PA ]70]9
Granddaughter
$],000 + 1/20 estate
residue
$] ,000 + 1/20 estate
residue
Grandson
$],000.00 + 1/20 estate
residue
Granddaughter
II Jill Branyan
P.O. Box 358
Lewisberry, P A ] 7339
Granddaughter
$],000-:-00 + 1/20 estate
residue
12 Robert W . Weary
P.O. Box 94
Gardeers, PA ]7324
Son
1/5 estate residue
13 Richard Weary
2047 Walnut Bottom Road
Carlisle, PA 17013
Son
1/5 estate residue
]4 John Weary
13 Thomas Drive
Mechanicsburg, P A 17055
15Marjorie A. Todd
One Hill Street
Mt. Holly Springs, P A ] 7065
Son
1/5 estate residue
Daughter
1/5 estate residue
page 2 of schedule J
.. ~MtIf&ank
ACCOUNT NO.
ACCOUNt TYPE
APR.04-HAY.03,2001
1 Of 1
520586
CLASSIC CHECKING
00 3 04319H H 021
837
ALICE K WEARY
MARJORIE A TODD
1 HILL ST
MT HOLLY SPRINGS PA 17065
HIGH STREET-CARLISLE
ACCOUNT SUMMARY
BEGINH NG
BALANCE
6,723.90
POSITS.
otilERABBITlOll$
NO. AItClUNT
3 6,397.98
CilECKl'PAIB
NO. ANOUHT
5,207.79
HER ,CUR
SUlitiiACfIOlI$IHtEiiEst PB
NO. AMOUNT
o 0.00 0.00
END .
BALANCE
7,914.09
ACCOUNT
AIL
LANCE
PS ING
BATE
tiiANSACtIOH DESCRIPTION
04-04-01 BEGI"'ING BALANCE
04-16-01 NISCELLANEOUS CREDIT
04-17-01 DEPOSIT
04-18-01 CHECK NUMBER 0307
04-19-01 CHECK NUHBER 0308
04-24-01 CNECK NUtlBER 0309 - .:1", f'~<S~~~ +..~
05-01-01 US TREASURY 312 CIVIL SERV - f'___+U' n Cd -In lA.S.
20.64
5,177.25
9.
$6,723.90
7.."tOS.03
12,629.03
12,608.39
0,431.19
7..421.24
7 ,914 ..09
681.13
5,224.00
492.85
ENDING BALANCE
$7,914.09
CHEC:KS PAm SultllARY
307 04-18-01
20.64
308 04-19-01
SJl177.2S
309 04-24-01
9.90
WHEN IT CONES TO PROTECTING YOUR fAHILY, YOU NEED NORE THAN JUST AN INSURANCE POLICY... YOU NEED TO
PLAN NOW! H&T INSURANCE SERVICES, A DIVISION Of H&T BANK, NATIONAL ASSOCIATION OfFERS SOLUTIONS: LIfE,
DISABILITY, LONG-TERN CARE INSURANCE. STOP INTO YOUR NEAREST HIT BANK BRANCH OR CALL us AT
1-800-350-9285. INSURANCE PRoDUCTS.ARE NOT fDIC-INSUREo.HAVE NO BANK GUARANTEE.HAY LOSE VALUE INSURANCE
PRODUCts ARE OBLIGATIONS Of THE INSURERS THAT ISSUE THE POLICIES.
StH. f',:r~ I
Metropolitan Life Insurance Company
Annuity Administration Operations
12902 East 51st Street. PO 80x 22053
Tulsa, OK 74121.2053
MetLife
June 19, 2001
MDW&O
ATTN: CORRINE l MYERS
TEN E HIGH ST
CARLISLE PA 17013
RE: 701000483AB
Alice Weary
Dear Mrs. Myers:
Thank you for notifying us of the death of our annuitant, please express my sincere
sympathy to the family.
The above contract provided Alice Weary with guaranteed income payments for a
guarantee period of 10 years and life thereafter. The guarantee period ended with the
payment issued September 7, 1990. There is no death benefit since payments cease
with the payment due prior to the payee's death.
Thank you for sending all necessary information to close our file. Enclosed is the
certified death certificate.
If you have any questions, please feel free to contact our customer service
number at 1-800-635-7775.
Sincerely,
(l-t:;Aq/L
Rita lahr
Payout Annuity Correspondent
Annuity Administration Operations
l\
~~H. Q".Xk-L1
F\FILES\DA T AFILEIWILLS\7971.2.WIL
CIlIOlNAl R!TAlMED BY:
LAW 0fl'K"ES
II t "" L_ll tWdl'lanu 8- ~~tt<,
C"14'1 .sDII, :.t..:te4'UJD'fI'
A ....OfESSlOlrtAL roJt.PORAll0M
TEN EAST HIOH STREET
CARLISLE. PA I7GU
LAST WILL AND TESTAMENT ,717"'"''''
I, ALICE K. WEARY, ofthe Borough of Carlisle, Cumberland County, Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and declare this
to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by
me made.
1.
I direct that all my just debts, funeral expenses, testamentary expenses and all
inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and
as part of the administration of my estate. My Executor shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or
other property not passing under this Will.
2.
I give the sum of One Thousand Dollars ($1,000.00) unto each of my grandchildren.
3.
I give, devise and bequeath all the rest, residue and remainder of my estate, both real
and personal property, including my undivided one-half interest in the premises at 134 South
Pitt Street, Carlisle, Cumberland County, Pennsylvania, in five (5) equal shares, in the
following manner:
a. One such share unto my son, ROBERT W. WEARY;
b. One such share unto my son, RICHARD WEARY;
c. One such share unto my son, JOHN WEARY;
d. One such share unto my daughter, MARJORIE A. TODD; and
e. One such share, in equal shares, unto the children of my deceased daughter,
JACQUELINE YEAGER, to wit: THOMAS J. YEAGER, CYNTHIA A. EBNER, LAURA
If. 1<.. f.,v.
A.K.W.
Page 1 of 4 Pages
B. BRICKER and JILL D. BRANY AN.
4.
I nominate, constitute and appoint my daughter, MARJORIE A. TODD, as Executrix
of my estate.
5.
I direct that my Executrix shall not be required to file a bond to secure the faithful
performance of her duties in any jurisdiction.
6.
I authorize and empower my personal representative, in her sole and absolute
discretion, to purchase or otherwise acquire and retain any investments of which I die seized
or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer,
exchange, dispose of or grant options in regard to any or all property of any kind forming a
part of my estate for such terms and such prices as she may deem advisable; to borrow money
for any purposes connected with the protection and preservation of my estate; to mortgage
or pledge any real or personal property forming a part of my estate or to join in or secure the
partition of same; to compromise any claims or demands of my estate against others or of
others against my estate; to make distribution in kind and to cause any share to be composed
of cash, property or undivided fractional shares in property different in kind from any other
share; to employ agents, attorneys and proxies and to delegate to them such power as my
personal representative considers desirable and to pay reasonable compensation for such
services as may be rendered by such agents, attorneys and proxies; and to execute and deliver
such instruments as may be necessary to carry out any of these powers.
::.r
IN WITNESS WHEREOF I have hereunto set my hand and seal this 31 day of
,1997.
~
'& ue;; _ K:' t!u(J~^1
Alice K. Weary .
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix,
Page 2 of 4 Pages
as and,for her Last Will and Testament, in the presence of us, who at her request, have
hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and
of each other.
~~\~
-----,
/J - ,
!1cL~ L.;
I I
L /
, ,
C...L.:~, ~,--:''V~
,
Page 3 of 4 Pages
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
I, Alice K. Weary, Testatrix, whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
oC!.'~ I Y. [{It J'"'r
Alice K. Weary
j".Swom or affirmed to and acknowledged before me by Alice K. Weary, the Testatrix, this
81s ""y"f ~ ,1997 C~~
Notary Public
I NotanaJ Seal
Corrme L. Myers. Notary Public
COMMONWEALTH OF PENNSYLVANIA ) . CarliSle Bora Cumberland County
: SS. i My CommIssion E::pires May 27, 1999
COUNTY OF CUMBERLAND )
We, -L -J () V, &7 %0 :rn::.. ~ '7YI(U-~ 1. COr--1.f'-h--n
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw Alice K. Weary, the Testatrix,
sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the
Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of
us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our
knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no
00"'."0'"' ~'"" W1"~", ,?::, 1\1:) _
A~O E 1+,'-ffL1 Sr.
(IAr/n..le...-. PA- 170/3
{fJ. , ;.; '+--,
. f ~: Lii-A- C/. CL'~,t.....:.~'J.-""'"
Ad ,ess / ;.9b.? '/1";5 .f~1 ," ,
')(,11/1-4' _ '),'r/d1j'<' _ j.J,A 17uC-7
) I
~+-
Sworn or affirmed to and subscribed before me this :3) day of ~ ' 1997.
C~/I~f C:X'-(h~~
Notary Public
Nota~ial Seal I
Corrine L. M~/ers. Notary Public
. C;::r:i,S!a 80~C. ~'J71tJer:and County
" ,_,<.).,1rnISSlClll '::/plres IV\ay 27. 1999 f
Page 4 of 4 Pages
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
OTTO IVO VICTOR III
10 E HIGH STREET
CARLISLE, PA 17013
______n fold
ESTATE INFORMATION: SSN: 193-24-1214
FILE NUMBER: 21-2001- 0461
DECEDENT NAME: WEARY ALICE K
DATE OF PAYMENT: 07/19/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/23/2001
NO. CD 000062
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $961.11
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$961.11
REMARKS: MARJORIE A TODD
CHECK#1004
SEAL
INITIALS: PB
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
\, /~-c:k2~-;<:3
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
IVO V OTTO III
MARTSON ETAL
10 E HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-27-2001
WEARY
04-23-2001
21 01-0461
CUMBERLAND
101
ESQ
'*
REY-1S47 EX AFP <12-00)
ALICE
K
A.ount Relli Hed
PA 17013
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 ~
REY=iS'4-j-EY-iFP-r12-:0oY-NoYiCE--oF-YNHEifiT"NCE-YAX-APPR'AiiEMENY-,--iiiow"NCE-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEARY ALICE K FILE NO. 21 01-0461 ACN 101 DATE 08-27-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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:
IS. Allount of Line 14 at Spousal rate (lS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
22,482.15 X 045 = 1,011.70
.00 X 12 = .00
.00 X 15 = .00
(19)= 1,011.70
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) .
S. 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)
(S)
(6)
(7)
.00
22,817.06
.00
.00
510.00
3,715.57
.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/GovernRental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,119.00
441.48
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this forI! with your
tax pay_nt.
27,042.63
4.560 48
22,482.15
.00
22,482.15
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-19-2001 CDOOO062 50.58 961.11
TOTAL TAX CREDIT 1,011.69
BALANCE OF TAX DUE .01
INTEREST AND PEN~ .00
TOTAL DUE .01
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO'PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THI$FORH FOR INSTRUCTIONS.)
(/ I..
C/
~
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)) C _
~:
Name of Decedent:
ALICE K. WEARY
c...
~-,
;
Date of Death:
April 23, 2001
I
~_'J
File No. :
21-01-0461
Social Security No.:
193-24-1214
Pursuant to Rule 6.12 ofthe 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 x 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 thefollowing:
a. Did the personal representative file a final account with the Court?
Yes No x
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 x No
d. Copies of receipts, releases, joinders and approvals offormal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: July 3, 2002
Signature:
Name:
Address:
~\},~~
Ivo V. Otto III, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
nFlLESIDA T AFILEIEST A TES\79711.srep