HomeMy WebLinkAbout01-0573
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Caroline H. Coloviras
also known as Caroline Harris Coloviras
No.
21-01-573
, Deceased
Social Security No. 172 - 01- 8889
James G. Morgan, Jr.
Petitioner(s). who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW)
[K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or
the Decedent, dated 11/12/1990 and codicil(s) dated None
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
o B. Grant of Letters of Administration
(c.I.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
County, Pennsylvania with his/her last family
or principal residence at 100 Mt. Allen Drive, Upper Allen Twp., Mechanicsburg, PA 17055
(list street, number, and municipality)
Decedent, then ~years of age, died OS/22/2001 at Mess iah Village, PA
(Location)
Decedent at death owned property with estimated values as follows:
(It domiciled in PAl All personal property
(It not domiciled in PAl Personal property in Pennsylvania
(It not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
400,000.00
$
$
$
$
situated as follows:
)
'~lIy request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
e undersi ned:
James G. Morgan, Jr.
P.O. Box 889, Harrisbur , PA 17108-0889
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems.lnc.
16-62.8?- /
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the state me ts in the foregoing Petition are tr e
and correct to the best of the knowledge and belief of Petitioner(s) an h t, as personal repre
the Decedent, Petitioner(s) will well and truly administer the estate a or ng to law,
before me this~ day of
Sworn to or affirmed and subscribed
JUNE 2001
--
~<<Y;/~:d~~h~U/~
For the .eglsler
No,
21-01-573
Estate of Caroline H. Coloviras
Deceased
Social Security No: 172 - 01- 8889
Date of Death: OS/22/2001
AND NOW,
JUNE 2.2
, 2001 ' in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters []] Testamentary 0 Of Administration
(c,ta.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
James G. Morgan, Jr.
in the above estate and that the instrument(s) dated
11/12/1990
described in the Petition be admitted to probate and filed of record as the last Will of Decedent
FEES
Letters. $
Short Certificale(s). $
Renunciation. $
Affidavits ( $
Extra Pages ( ) $
Codicil. $
JCP Fee. $
Inventory. $
Other $
TOTAL. $
305.00
~t?~"J{~/LV-q-,.~
egister of Wills
9.00
Attorney:
James G. Morgan, Jr.
12.00
I.D. No: 06897
Tucker Arensberg & Swartz
Address: 111 North Front St.
P.O. Box 889
Harrisburg, PA 17108-0889
5.00
Telephone: 717/234-4121
331.00
Form RW-1 (1991)
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
(...-
~
WILL
I, CAROLINE H. COLOVIRAS, of Camp Hill, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
ITEM I. I give and devise my entire estate, real and
personal together with all insurance relating thereto, to my
sister, ELIZABETH M. COLOVIRAS, if she survives me by thirty
days. If she does not so survive me, I give all such property
and insurance to the THE CATHEDRAL CHURCH OF ST. STEPHENS,
Episcopal, Harrisburg, Pennsylvania, without restriction as to
its use.
ITEM II. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM III. All federal, state, and other death taxes
payable on the property forming my gross estate for tax purposes,
whether or not it passes under this will, shall be paid out of
the principal of my residuary estate just as if they were my
debts, and none of those taxes shall be charged against any
beneficiary.
ITEM VI. I authorize my executor:
Page 1 of 4 Pages.
"
.,
.
.
A. to retain and to invest in all forms of real and
personal property, regardless of (i) any limitations imposed
by law on investments by executors or trustees, (ii) any principle
of law concerning delegation of investment responsibility by
executors or trustees, or (iii) any principle of law concerning
investment diversification;
B. to compromise claims and to abandon any property
which, in my executor's opinion, is of little or no value; to
borrow from, and to sell property to others, and to pledge
property as security for repayment of any funds borrowed;
c. to sell at public or private sale, to exchange
or to lease for any period of time any real or personal property,
and to give options for sales or leases;
D. to join in any merger, reorganization, voting-trust
plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
E. to use administrative or other expenses of my
estate as lncome tax or estate tax deductions and to value my
estate for tax purposes by any optional method permitted by
the law in force when I die, without requiring adjustments
Page 2 of 4 Pages.
'"
~
between income and principal for any resulting effect on income
or estate taxes; and
F. to distribute IN KIND and to allocate specific
assets among the beneficiaries in such proportions as my executor
may think best, so long as the total market value of any
beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal
property at any time held by my executor and shall continue in
full force until the actual distribution of all such property.
All powers, authorities, and discretion granted by
this will shall be in addition to those granted by law and
shall be exercisable without leave of court.
ITEM V. I appoint JAMES G. MORGAN, JR., Esquire, of
HEPFORD, SWARTZ & MORGAN, as my Attorney to handle my estate.
He having personal knowledge of my affairs and interest in my
sister, ELIZABETH M. COLOVIRAS, as well as my alternative
beneficiary, THE CATHEDRAL CHURCH OF ST. STEPHENS.
ITEM VI.
I appoint JAMES G. MORGAN, JR., executor
Page 3 of 4 Pages.
~
under this will.
No representatived appointed hereunder
shall be required to post bond.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my last will, this /1 ~ day of November, 1990.
C~~.~
Caroline H. Coloviras
( SEAL)
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testatrix, as and for her last will, in the presence of us, who
thereupon at her request, in her presence and in the presence
of each other, have hereunto subscribed our
Page 4 of 4 Pages.
r
'I.
STATE OF PENNSYLVANIA
)
( ss:
)
COUNTY OF DAUPHIN
We, Caroline H. Coloviras,
~0\\c "\"1. ~~~
:::riJm~ ~m.,'IT^' ~ \
the testatrix and
and
witnesses, respectively, whose names are signed to the attached
or 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 purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed
the will as witness and that to the best of our knowledge, the
testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
SUBSCRIBED, sworn to or affirmed, and acknowledged
before me by the above-named testatrix and by the witness
whose names appear above on'-y,~ I./,).. ' 1990.
~~C?~~~
Notarial Seal
Pauline Patti Thomas, Notary Public
Harnsburg, Dauphin County
My Commission Expires April 15, 1991
M8/J'r-cr Pl)rn~"!\'1njAA.<;'iO'iotl','n nf 'J'i .
~ '." C".II .... _ l"j,anes
)
E
---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
BEFORE THE REGISTER OF WillS, CUMBERLAND COUNTY OF PENNSYLVANIA
In re: ESTATE OF CAROLINE H. COlOVIRAS, Deceased.
DATE OF DEATH: May 22, 2001
Will No. 2001-00573
Administration No.
To the Register:
I certify that notice of beneficial interest 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 June 19, 2001:
Name
Address
St. Stephen's Episcopal Cathedral
221 North Front St., Harrisburg, PA 17101
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date:
Signature:
Name: es G. M r n, Jr.
ucker Arensberg & Swartz
Address: 111 North Front Street
P.O. Box 889
Harrisburg, PA 17108-0889
Telephone: 717/234-4121
~
~
Capacity:
X Personal Representative
Counsel for Personal
Representative
40492.1
o
J
--
'-
- ::::::--
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND PENNSYLVANIA
In re: ESTATE OF
No.
Caroline H. Coloviras
, Deceased.
TO:
St. Stephen's Episcopal Cathedral
221 North Front Street
Harrisburq, PA 17101
(Beneficiary)
(Address)
Please take notice of the death of decedent and the grant of letters to the personal
representative(s) named below. You may have a beneficial interest in the estate as follows:
residue of estate
(if additional space is needed, use back of page)
Name of Decedent Caroline H. Coloviras
Last known address of Decedent:: 100 Mt. Allen Drive
Mechanicsburq, PA 17055
Date of Death: May 22, 2001
Place of Death: Messiah Villaqe, Mechanicsburq, PA
County of grant of original letters: Cumberland
Decedent died testate/intestate.
A copy of the will ~lis not attached.
Name(s), address(es) and telephone number(s) of all personal representatives appointed:
Name Address Telephone
James G. Morqan, Jr. P.O. Box 889, Harrisburq, PA 17108-0889 (717)234-4121
Name(s), address(es) and telephone number(s) of all counsel:
~me A~re~
James G. Mor an Jr. P.O. Box 889 Harrisbur PA 17108-0889
Additional in rm tion may be obtained from the undersigned.
Date: (, ( I( () (
X Personal Representative
Counsel for Personal Representative
Capacity:
40875.1
.
.t
11 rCKER ARENSBERC & SWARTZ
.,
..t/~~~,..
CELEBRATINC A CENTURY OF SERVICE
August 28, 2001
Cumberland County Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Caroline H. Coloviras
File No. 2001-00573
Dear Register of Wills:
Enclosed for filing please find an original and two (2) copies of the PA
Inheritance Tax Return and an original and one copy of the Inventory for the
above estate. Please time-stamp and return one (1) copy of each in the
enclosed self-addressed stamped envelope. Also enclosed is a check payable to
the "Register of Wills" in the amount of $26.00 which represents the filing fee.
There is no inheritance tax due.
Should you have any questions, please do not hesitate to contact me.
Thank you for your cooperation in this matter.
Sincerely,
Tucker Arensberg & Swartz
;~~
Theresa A. Wheeler
Legal Assistant to
James G. Morgan, Jr.
:taw
Enclosures
111 NORTH FRONT STREET PO BOX 889 HARRISBURG. PA 17108-0889 717-234-4121 800-257-4121 FAX 717-232-6802
Pittsburgh . Pittsburgh Allport Area . Lew!stown
E-mail: tapc@tuckerlaw.com
www.tuckerlaw.com
:r:--"
III --"
~--"
~. Z
l/> 0
O"::l-
~-;y
~-n
-u~
<pO
:J~
~ W .
"S. @ .
<: (l)
Ill....
:J .
-' -u
III 0
~OJ
--,,0
0'"
<:1><:1>
~~
<:1>
<D
()' 0 n (') . .
'P Z" c:: C.
';dM~~
L' o:lo:l
HnMM
CflO';d';d
L'C::L'L'
M';d'P'P
. HZ Z
';I:c:Jc:J
",0
'Pc::nn
CflOO
~MC::C::
-.1 ZZ
OCflHH
~or<r<
VJC::
'Pn';d
';dOM
MC::G'l
';dH
HCfl
';I:H
OM
c::';d
Cfl
MO
t-ri
:E:
H
L'
L'
Cfl
~~2
~Z~
>~"1'
~rn
Nh
>
REV..l~OO EX + (6-00)
CAPB
HpRL
EplO
CRAC
KOTK
ES
C P
o 0
R N
R D
E E
S N
T
C
o
M
P
T U
A T
X A
T
I
o
N
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~
OFFICIAL USE ONL Y
/~-;)37- 7
FILE NUMBER 7':1
,~I DI h ~
D
E
C
E
D
E
N
T
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Coloviras Caroline H.
DATE OF DEATH (MM-DD-YEAR)
YEAR
NUMBER
COUNTY CODE
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-YEAR)
172 - 01- 8889
THIS RETURN MUST BE FILED IN DUPUCATEWITH THE
OS/22/2001 06/23/1912
IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
(Attach copy of Will)
o 9. Litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach copy of Trust)
o 10. Spousal Poverty Credit
1
o
3. (date of death
. Remamder Return prIor to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A}
(date of death between 12-31-91 and 1-1 95) (Attach Sch 0)
. ',THIS SECTI(lN~MU!itBE\CDMP"~'l'IiD;A I:COI:IRE$RDNDENtl:lill, tl:DNFIDEN,ti-"1; :rAXlttl~RMA:tION SHOULD BEDIREeTE~T!:l;:.,
NAME COMPLETE MAILING ADDRESS
Copyright (c) 2000 form software only The Lackner Group, Inc.
James G. Mor an, Jr.
FIRM NAME(lf Applicable)
Tucker Arensber & Swartz
TELEPHONE NUMBER
III North Front St.
P.O. Box 889
Harrisburg, PA 17108-0889
R
E
C
A
P
I
T
U
L
A
T
I
o
N
1 234-4121
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or Ll
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
None
279,436.38
None
OFFICIAL USE ONLY
(8) 444,089.16
(11) 35.498.27
(12) 408,590.89
(13) 408.590.89
(14) 0.00
(15)
(16)
(17)
(18)
(19)
0.00
0.00
0.00
0.00
0.00
(4)
(5)
None
164,652.78
(6)
None
None
35,498.27
None
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. X
0.00
x
X
X
X
.0 0
o 45
.12
.15
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
100 Mt. Allen Drive
CITY I STATE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Totallnterest/Penalty ( 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}
S. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable 10: REGISTER OF WILLS, AGENT
0.00
0.00
0.00
0.00
0.00
.. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PL~CING AN
1.
"X"
IN THE APPROPRIATE BLOCKS
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?
I HE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
S ,COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes
~ ~
No
o
o
o
[B
[B
[B
at I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It is true,
than the personal representative is based on all information of which preparer has any knowledge.
ING RETURN
James G. Morgan, Jr.
III North Front St.
----------------------------------------
Harrisbur , PA 17108-0889
Tucker Arensberg & Swartz
III North Front St.
DATE
)
(
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (iJ].
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)j.
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-151J3 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TIV< RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Caroline H. Coloviras
SSil 172-01-8889
OS/22/2001
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
2 34 shares Avaya, Inc. - traded on the NYSE, common
656 shares AT&T Corp - traded on the NYSE, common
3 556 shares BellSouth Corporation - traded on the NYSE,
common
4 408 shares Lucent Technologies, Inc. - traded on the
NYSE, common
5 219.623 shares Qwest Communications - traded on the
NYSE, common
6 1,036 shares SEC Communications Inc - traded on the
NYSE, common
7 21,865.57 shares UTS Net Low3 35
8 438 shares Verizon Communications - traded on the NYSE,
common
9 310 shares Vodafone Group PIc ADS - traded on the NYSE,
common
10 4,183.264 shares Washington Mutual Investors Fund -
Mutual Fund
UNIT VALUE VALUE AT DATE
OF DEATH
15.90 10,430.40
16.05 545.70
41. 56 23,107.36
9.90 4,039.20
38.53 8,462.07
43.37 44,931. 32
1.20088 26,257.93
54.43 23,840.34
28.42 8,810.20
30.84 129,011.86
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
TOTAL (Also enter on line 2, Recapitulation)
Form REV-1S03 EX (Rev. 1-97)
279,436.38
REV-15.08 EX + (1-97)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Caroline H. Coloviras
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
SSfl 172-01-8889
OS/22/2001
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
Allfirst Bank - checking account number 23586486
VALUE AT DATE
OF DEATH
6,428.70
2
20,000 Greenwood Trust
Certificate of Deposit
20,000.00
3
Lehman Brothers Bank - Certificate of Deposit
40,000.00
4
MBNA America - Certificate of Deposit
20,000.00
5
Penn Treaty Network America
refund for nursing home insurance
45.01
6
78,179.07 shares Prudential Financial
Money Market Assets Fund
78,179.07
TOTAL (Also enter on line 5, Recapitulation) $ 164,652.78
([f more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-150B EX (Rev. 1-97)
REV-1S.11 EX + (1-97)
ESTATE OF
Caroline H. Coloviras
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
SSfI 172 - 01- 8889
OS/22/2001
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Jesse H. Geigle Funeral Home - funeral 6,388.00
B. ADMINISTRATIVE COSTS,
1. Personal Representative's Commissions 8,000.00
Name of Personal Representative(s) James G. Morgan, Jr.
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address 111 North Front St.
City Harrisburg State PA Zip 17108 - 0889
-
Year(s) Commission Paid:
2. Attorney's Fees Tucker Arensberg & Swartz 15,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 331. 00
5. Accountant's Fees
6. Tax Return Pre parer's Fees
7. Other Administrative Costs
1 Alan C. Huff, D.D.S - dentist fee 20.00
2 Betty Murray - funeral dinner 200.00
3 Cumberland Law Journal - Proof of Publication 75.00
4 Harrisburg Cemetary Association - Lot care 92.35
5 Messiah Village - Last month nursing home fee 3,183.00
6 Pharmerica - prescription 21.60
Total of Continuation Schedu1e(s) 1,687.32
TOTAL (Also enter on line 9, Recapitulation) $ 35,498.27
(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-15.13 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Caroline H. Coloviras
FILE NUMBER
5511 172 - 01- 8889
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
St. Stephens Episcopal Cathedral
221 North Front St.
Harrisburg, PA 17101
408,590.89
TOTAL OF PART II - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed. insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
408,590.89
Form REV-1513 EX (Rev. 9-00)
Estate of: Caroline H. Coloviras
Soc See #: 172-01-8889
Date of Death: OS/22/2001
Continuation of Schedule H-B1
(Personal Representative's Commissions)
Item
#
Description
Amount
1
Tucker Arensberg & Swartz - executor fees
8,000.00
8,000.00
Estate of: Caroline H. Coloviras
Soc See #: 172-01-8889
Date of Death: OS/22/2001
Continuation of Schedule H-B2
(Attorney's Fees)
Item
#
Description
Amount
1
Tucker Arensberg & Swartz - attorney fees
15,500.00
15,500.00
Estate of: Caroline H. Coloviras
Soc See #: 172-01-8889
Date of Death: OS/22/2001
Continuation of Schedule H-B4
(Probate Fees)
Item
II
Description
Amount
1
Register of Wills - Probate fees
331.00
331. 00
Estate of: Caroline H. Coloviras
Sac See #: 172-01-8889
Date of Death: OS/22/2001
Continuation of Schedule H-B7
(Other Administrative Costs)
Item Description
If
7 The Sentinel - Proof of Publ icat i on
8 Tucker Arensberg & Swartz Power of Attorney fees
9 Tucker Arensberg & Swartz Power of Attorney fees
Amount
84.11
100.00
1,503.21
1,687.32
WILL
I, CAROLINE H. COLOVIRAS, of Camp Hill, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
ITEM I.
I give and devise my entire estate, real and
personal
together with all insurance relating thereto, to my
sister, ELIZABETH M. COLOVIRAS,
if she survives me by thirty
days. If she does not so survive me, I give all such property
and insurance to the THE CATHEDRAL CHURCH OF ST. STEPHENS,
Episcopal, Harrisburg, Pennsylvania, without restriction as to
its use.
ITEM II.
No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM III.
All federal, state, and other death taxes
payable on the property forming my gross estate for tax purposes,
whether or not it passes under this will, shall be paid out
the principal of my residuary estate just as if they were
of
"'I
'"
my
debts, and none of those taxes shall be charged against any
beneficiary.
ITEM VI.
I authorize my executor:
Page 1 of 4 Pages.
A. to retain and to invest in all forms of real and
personal property, regardless of (i) any limitations imposed
by law on investments by executors or trustees, (ii) any principle
of law concerning delegation of investment responsibility by
executors or trustees, or (iii) any principle of law concerning
investment diversification;
B. to compromise claims and to abandon any property
which, in my executor's opinion, is of little or no value; to
borrow from, and to sell property to others, and to pledge
property as security for repayment of any funds borrowed;
C. to sell at pUblic or private sale, to exchange
or to lease for any period of time any real or personal property,
and to give options for sales or leases;
D. to join in any merger, reorganization, voting-trust
plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
E. to use administrative or other expenses of ~~
\
estate as income tax or estate tax deductions and to value my
estate for tax purposes by any optional method permitted by
the law in force when I die, without requiring adjustments
Page 2 of 4 Pages.
.'
between income and principal for any resulting effect on income
or estate taxes; and
F. to distribute IN KIND and to allocate specific
assets among the beneficiaries in such proportions as my executor
may think best, so long as the total market value' of any
beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal
property at any time held by my executor and shall continue in
full force until the actual distribution of all such property.
All powers, authorities, and discretion granted by
this will shall be in addition to those granted by law and
shall be exercisable without leave of court.
ITEM V.
I appoint JAMES G. MORGAN, JR., Esquire, of
HEPFORD, SWARTZ & MORGAN, as my Attorney to handle my estate.
He having personal knowledge of my affairs and interest in my
sister, ELIZABETH M. COLOVIRAS, as well as my alternative
beneficiary, THE CATHEDRAL CHURCH OF ST. STEPHENS.
"1\
',I
,
ITEM VI.
I appoint JAMES G. MORGAN, JR., executor
Page 3 of 4 Pages.
under this will.
No representati ved appointed hereunder
shall be required to post bond.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my last will, this 12 -/!:. day of November, 1990.
C~l.l.~
Caroline H. Coloviras
(SEAL)
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testatrix, as and for her last will, in the presence of us, who
thereupon at her request, in her presence and in the presence
of each other, have hereunto subscribed our
~{.
U~ )/J. ~L
'tnesses.
'\~
',\
Page 4 of 4 Pages.
.
COUNTY OF DAUPHIN
)
( ss:
)
STATE OF PENNSYLVANIA
We, Caroline H. coloviras,
and ~0-\r: M, ~ilW .
-:::fOrne..s; blr<\1Il',/,;'^::S \"
0'
the testatrix and
witnesses, respectively, whose names are signed to the attached
or 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 purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed
the will as witness and that to the best of our knowledge, the
testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
H.
witness
SUBSCRIBED, sworn to or affirmed, and
before me by the above-named testatrix and by
whose names appear above on '-"y,~ 1':>- ,1990.
Q~~rr:~/.
acknowledg..,d
the witnes~
Notarial Seal
Pauline Palli Thomas, Notary Public
Harrisburg, Dauphin County
"IV CommISSIOn Expires Apr~ 15, 1991
MolT'!--"" P~r:r.~~1V1nia A.C:SOdp.lion of N'J!aries
Register of Wills of
County, Pennsylvania
INVENTORY
No. iJ /- 0 Jr 573
Estate of Caroline H. Coloviras
also known as
Caroline Harris Coloviras
Date of Death OS/22/2001
,Deceased Social Security No.
172-01-8889
James G. Morgan, Jr.,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. /1/:
Personal Represe
~/I
Name of
Attorney:
James G. Morgan, Jr.
Signature:
Address:
III North Front St.
J
Signatur%/ /
Addffi~~lll North Front
St.
1.0. No.:
06897
Harrisburg, PA 17108-0889
Harrisburg, PA 17108-0889
Telephone 717/234-4121
Telephone 717/234 - 4121
Dated:
Description
Value
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
453,589.16
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form #RW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Caroline H. Co10viras
OS/22/2001
CASH:
A11first Bank - checking
account number 23586486
20,000.00 Greenwood Trust - Certificate
of Deposit
Lehman Brothers Bank -
Certificate of Deposit
MBNA America - Certificate of
Deposit
Penn Treaty Network America -
refund for nursing home
insurance
shares Prudential Financial -
Money Market Assets Fund
Prudential Group Life
Insurance - proceeds from
the Verizon Group Life
Insurance Program
STOCKS/LISTED:
656.00 shares AT&T Corp - traded on
the NYSE, common
34.00 shares Avaya, Inc. - traded on
the NYSE, common
-1-
6,428.70
20,000.00
40,000.00
20,000.00
45.01
78,179.07
9,500.00
10,430.40
545.70
174,152.78
0"
556.00 shares BellSouth Corporation -
traded on the NYSE, common
408.00 shares Lucent Technologies,
Inc. - traded on the NYSE,
common
219.62 shares Qwest Communications -
traded on the NYSE, common
1,036.00 shares SBC Communications Inc
- traded on the NYSE, common
21,865.57 shares UTS Net Low3 35
438.00 shares Verizon Communications
- traded on the NYSE, common
310.00 shares Vodafone Group Plc ADS
- traded on the NYSE, common
4,183.26 shares Washington Mutual
Investors Fund - Mutual Fund
23,107.36
4,039.20
8,462.07
44,931. 32
26,257.93
23,840.34
8,810.20
129,01l.86
TOTAL RECEIPTS OF PRINCIPAL.. ....... ......
-2-
279,436.38
453,589.16
/6-c2fJ?- ?
\i
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
10-22-2001
COLOVIRAS
05-22-2001
21 01-0573
CUMBERLAND
101
JAMES G MORGAN JR
TUCKER HAL
PO BOX 889
HBG PA 17108
*'
REY-1547 EX AFP 1l2-00l
CAROLINE
H
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
279,436.38
.00
.00
164,652.78
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is4-j-EX--AFP--fi'2-:ofir-NoYicE--OF-YNHERifANCE-YA'jrAPPRA-isEHENT~--ALi-owAi.fcE-('-R-------------- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF COLOVIRAS CAROLINE H FILE NO. 21 01-0573 ACN 101 DATE 10-22-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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
NOTE: IT an assessment was issued previously, lines
reTlect Tigures that include the total aT ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount 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:
(9)
(10)
35,498.27
.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
444,089.16
(11)
(12)
(13)
(14)
35.498 27
408,590.89
408,590.89
.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS. AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (IT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance lax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5~) discount of
the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16~ .000438 1993-1994 77. .000192
1984 ll~ .000301 1995-1998 9% .000247
1985 13% .000356 1999 77. .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 ll~ .000301
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
.-
., .
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
In the Matter of:
Estate of Caroline H. Coloviras
Late of Upper Allen Twp., Cumberland
County, Pennsylvania
Deceased
Estate File No. 2001-00573
CERTIFICATION OF NOTICE UNDER
RULE 6.3.1
To the Register:
I certify that notice of the filing of the First and Final Account and Proposed Distribution
required by Rules 6.3.1 of the Orphans' Court Rules was mailed to the following beneficiary of
the above-captioned estate on April 18, 2002:
St. Stephen's Episcopal Cathedral 221 N. Front St., Harrisburg, PA 17101
Respectfully submitted,
47131.1
-'""" .-.
"'''''.. .
~
::.".~' ,
d
1"'1
--...:,
'_.
r"",j
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
In the Matter of:
Estate of Caroline H. Coloviras
Late of Upper Allen Twp., Cumberland
County, Pennsylvania
Deceased
Estate File No. 2001-00573
FIRST AND FINAL ACCOUNT
AND
STATEMENT OF PROPOSED DISTRIBUTION
OF
JAMES G. MORGAN, JR., EXECUTOR
------------------------------------------------------------------------
------------------------------------------------------------------------
Date of Death:
May 22, 2001
Date of Executor's Appointment:
June 22, 2001
Dates of Advertisement of Letters
June 23, 2001; June 30, 2001, July 6, 2001;
July 7, 2001; July 13, 2001; July 20, 2001
Accounting For the Period:
May 22, 2001
to April 17, 2001
-------------------------------------------------------------------------
-------------------------------------------------------------------------
Purpose of Account: James G. Morgan, Jr., Executor, offers this account to acquaint interested
parties with the transactions that have occurred during this administration.
It is important that the account be carefully examined. Requests for additional information or
questions or objections can be discussed with:
James G. Morgan, Jr.
Attorney Identification No. 06897
Tucker Arensberg & Swartz
111 North Front St.
Harrisburg, PA 17101
717/234-4121
GROSS ESTATE
(Principal Receipts + Income Receipts
464,101.48
---------
---------
SUMMARY OF ACCOUNT
,
Estate of Caroline H. Coloviras, Deceased
For Period of OS/22/2001 through 04/17/2002
Proposed Distributions
to Beneficiaries
PRINCIPAL
Receipts:
Per Inventory Filed
This Account 1-2
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commissions
Family Exemption
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made
Changes in Investment Holdings
INCOME
Receipts:
This Account
Net Gain (or Loss) on Sales
or Other Disposition
Less Disbursements
Balance Before Distribution
Distributions to Beneficiaries
Income Balance on Hand
Investments Made
Changes in Investment Holdings
COMBINED BALANCE ON HAND
Page
Current
Value
0.00
3-6
7
7
7-10
224.00
6,388.00
8,357.26
0.00
23,500.00
0.00
10
11
12-14
15 -17
18
19
20-21
22-23
Fiduciary
Acquisition
Value
0.00
454,690.16
(16,526.91)
438,163.25
38,469.26
399,693.99
0.00
399,693.99
9,411.32
0.00
9,411.32
599.04
8,812.28
0.00
8,812.28
408,506.27
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
In the Matter of:
Estate of Caroline H. Coloviras
Late of Upper Allen Twp., Cumberland
County, Pennsylvania
Deceased
Estate File No. 2001-00573
STATEMENT OF PROPOSED DISTRIBUTION
The amount available for distribution is $408,506.27. This being the
residue of the estate, the total amount of $408,506.27 will be distributed to St.
Stephen's Episcopal Cathedral pursuant to Item I of the Will of Caroline H.
Coloviras dated November 12, 1990.
SBERG & SWARTZ
s G. Morgan, Jr.
E cutor
1 1 N. Front Street
Harrisburg, PA 17101
(717) 234-4121
-
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATEOFPENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County
and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland
Law Journal, a legal periodical published in the Borough of Carlisle in the County and State
aforesaid, was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
V1Z:
JULY 6, 13,20,2001
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
~~'}-~
Roge/M. Morgenthal, Editor
Coloviras. Caroline B.. dec'd.
Late of Mechanicsburg.
Executor: James G. Morgan, Jr..
III North Front Street, Harris-
burg. PA 17101.
Attorney: James G. Morgan. Jr.,
Tucker Arensberg & Swartz, P.O.
Box 889. Harrisburg, PA 17108-
0889.
SWORN TO AND SUBSCRIBED before me this
20 day of JULY, 2001
NOT.
LOIS E. SNYDER, NotaIy PltiIc
Carlisle Born, Cumbertand ~
~h~ ^ ,-. ......~;. . .
., t;(lr"_:1",.,lXl ExOO'eS March 5,
PROOF OF PUBLICATION
State of Pennsylvania,
County of Cumberland.
Sherry Clifford, Classified Ad Manager of THE SENTINEL,
of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of
general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th,
1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice
or publication attached hereto is exactly the same as was printed and published in the regular editions and
issues of THE SENTINEL on the following dates, viz
Copy of Notice of Publication
EXECUTOR NOTICE
Letters Testamentary in
the ESTATE OF CARO-
LINE H.,COLOYIRAS,
DECEASED, died May
22,2001, late of
Mechanicsburg,
Cumberland County,
Pennsylvania, having
been granted to the
und&rsigned, all persons
being indebted to said
Estate will please make
settlement at once, and
all persons having
claims will presentlhe
same without delay to:
James G. Morgan Jr"
EXECUTOR
Tucker Arensperg &
Swartz
111 North Front Street
P,O. Box 669
Harrisburg, PA 17101-0669
June 23 and 30, 2001 and July 7, 2001
Affiant further deposes that he is not interested in
the subject matter of the aforesaid notice or
advertisement, and that all allegations in the
foregoing statement as to time, place and character
of publication are true.
-l47'/1~/
/ I '
(
July 11, 2001
Sworn to and subscribed before me this 11 th
day of July , 2001.
~ ;z'~bIiC
My commission expires:
Notarial Seal
Wendy L. Metzger. Notary Public
Carlisle Boro. Cumberland County
My Commisshn Expires June 2, 2005
Member, PennsylVaniaAssocialion ot Notaries
SCHEDULE A
RECEIPTS OF PRINCIPAL
CASH:
OS/22/01 Al1first Bank - checking
account number 23586486
OS/22/01 20,000.00 Greenwood Trust - Certificate
of Deposit
OS/22/01 Lehman Brothers Bank -
Certificate of Deposit
OS/22/01 MBNA America - Certificate of
Deposit
OS/22/01 Penn Treaty Network America -
refund for nursing home
insurance
OS/22/01 78,179.07 shares Prudential Financial -
Money Market Assets Fund
OS/22/01 Prudential Group Life
Insurance - proceeds from the
Verizon Group Life Insurance
Program
09/19/01 U.S. Treasury - tax relief
refund
04/05/02 United States Treasury - U.S.
2001 Income tax refund
-1-
6,428.70
20,000.00
40,000.00
20,000.00
45.01
78,179.07
9,500.00
300.00
801.00
Fiduciary
Acquisition
Value
175,253.78
STOCKS/LISTED:
OS/22/01
656.00 shares AT&T Corp - traded on
the NYSE, common
OS/22/01
34.00 shares Avaya, Inc. - traded on
the NYSE, common
OS/22/01
556.00 shares Be11South Corporation -
traded on the NYSE, common
OS/22/01
408.00 shares Lucent Technologies,
Inc. - traded on the NYSE,
common
OS/22/01 219.62 shares Qwest Communications -
traded on the NYSE, common
OS/22/01 1,036.00 shares SBC Communications Inc
- traded on the NYSE, common
OS/22/01 21,865.57 shares UTS Net Low3 35
OS/22/01 438.00 shares Verizon Communications
- traded on the NYSE, common
OS/22/01 310.00 shares Vodafone Group PIc ADS
- traded on the NYSE, common
OS/22/01 4,183.26 shares Washington Mutual
Investors Fund - Mutual Fund
10,430.40
545.70
23,107.36
4,039.20
8,462.07
44,931. 32
26,257.93
23,840.34
8,810.20
129,01l.86
TOTAL RECEIPTS OF PRINCIPAL... ....... .....
-2-
279,436.38
454,690.16
SCHEDULE B
GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL
Gain Loss
07/12/01 AT&T Wireless Svcs. Inc.
Net Proceeds 1.66
Fid. Acq. Value 0.00 1.66
07/27/01 211 . 00 AT&T Wireless Svcs. Inc.
Net Proceeds 3,745.25
Fid. Acq. Value 3,943.59 198.34
07/27 /01 200.00 shares AT&T Corp
Net Proceeds 4,064.00
Fid. Acq. Value 3,180.00 884.00
07/27/01 34.00 shares Avaya, Inc.
Net Proceeds 437.92
Fid. Acq. Value 545.70 107.78
07/27/01 156.00 shares Be11South Corporation
Net Proceeds 6,450.60
Fid. Acq. Value 6,483.36 32.76
07/27/01 336.00 shares SBC Communications Inc
Net Proceeds 14,700.00
Fid. Acq. Value 14,572.32 127 . 68
07/27/01 138.00 shares Verizon Communications
Net Proceeds 7,714.20
Fid. Acq. Value 7,511.34 202.86
08/20/01 256.00 shares AT&T Corp
Net Proceeds 5,040.64
Fid. Acq. Value 4,070.40 970.24
-3-
08/20/01 200.00 shares Be11South Corporation
Net Proceeds 7,804.00
Fid. Acq. Value 8,312.00 508.00
08/20/01 200.00 shares Lucent Technologies,
Inc.
Net Proceeds 1,260.00
Fid. Acq. Value 1,980.00 720.00
08/20/01 8.00 shares Lucent Technologies,
Inc.
Net Proceeds 50.40
Fid. Acq. Value 79.20 28.80
08/20/01 300.00 shares SBC Communications Inc
Net Proceeds 13,056.00
Fid. Acq. Value 13 ,01l.00 45.00
08/20/01 100.00 shares Verizon Communications
Net Proceeds 5,325.00
Fid. Acq. Value 5,443.00 ll8.00
08/20/01 150.00 shares Vodafone Group Plc ADS
Net Proceeds 2,923.50
Fid. Acq. Value 4,263.00 1,339.50
08/20/01 1,500.00 shares Washington Mutual
Investors Fund - Mutual Fund
Net Proceeds 44,625.00
Fid. Acq. Value 46,260.00 1,635.00
08/21/01 10,000.00 shares UTS Net Low3 35
Net Proceeds 1l,669.50
Fid. Acq. Value 12,008.80 339.30
10/03/01 100.00 shares AT&T Corp
Net Proceeds 1,953.00
Fid. Acq. Value 1,590.00 363.00
-4-
10/03/01 100.00 shares Be11South Corporation
Net Proceeds 4,146.00
Fid. Acq. Value 4,156.00 10.00
10/03/01 200.00 shares Lucent Technologies,
Inc.
Net Proceeds 1,158.00
Fid. Acq. Value 1,980.00 822.00
10/03/01 6,000.00 shares UTS Net Low3 35
Net Proceeds 6,528.90
Fid. Acq. Value 7,205.28 676.38
10/15/01 100.00 shares AT&T Corp
Net Proceeds 1,920.00
Fid. Acq. Value 1,590.00 330.00
10/15/01 100.00 shares Be11South Corporation
Net Proceeds 4,095.00
Fid. Acq. Value 4,156.00 61.00
10/15/01 219.00 shares Qwest Communications
Net Proceeds 4,007.70
Fid. Acq. Value 8,438.07 4,430.37
10/15/01 0.62 share Qwest Communications
Net Proceeds 11. 40
Fid. Acq. Value 24.00 12.60
10/15/01 200.00 shares SBC Communications Inc
Net Proceeds 9,338.00
Fid. Acq. Value 8,674.00 664.00
10/15/01 100.00 shares Verizon Communications
Net Proceeds 5,422.00
Fid. Acq. Value 5,443.00 21.00
-5-
10/15/01
10/15/01
11/20/01
11/20/01
11/20/01
11/20/01
12/10/01
160.00 shares Vodafone Group P1c ADS
Net Proceeds
Fid. Acq. Value
3,873.60
4,547.20
1,200.00 shares Washington Mutual
Investors Fund - Mutual Fund
Net Proceeds
Fid. Acq. Value
33,456.00
37,008.00
200.00 shares SBC Communications Inc
Net Proceeds
Fid. Acq. Value
5,865.00 shares UTS Net Low3 35
Net Proceeds
Fid. Acq. Value
7,576.00
8,674.00
6,652.85
7,043.17
100.00 shares Verizon Communications
Net Proceeds
Fid. Acq. Value
4,999.00
5,443.00
758.00 shares Washington Mutual
Investors Fund - Mutual Fund
Net Proceeds
Fid. Acq. Value
21,633.32
23,376.72
758.69 shares Washington Mutual
Investors Fund - Mutual Fund
Net Proceeds
Fid. Acq. Value
22,244.64
23,397.84
TOTAL GAINS AND LOSSES/PRINCIPAL.... .......
LESS LOSS.............................
NET GAIN OR LOSS...... ....... .... ..........
-6-
3,588.44
20,115.35
(16,526.91)
673.60
3,552.00
1,098.00
390.32
444.00
1,743.40
1,153.20
20,115.35
SCHEDULE C
DISBURSEMENTS OF PRINCIPAL
SCHEDULE C-1
DEBTS OF DECEDENT
Department of Revenue
03/19/02
TOTAL DEBTS OF DECEDENT.. ...... ....... ..............
SCHEDULE C-2
FUNERAL EXPENSES
Jesse H. Geigle Funeral Home
06/27/01
TOTAL FUNERAL EXPENSES.... ..... ......... ............
SCHEDULE C-3
ADMINISTRATION EXPENSES
Alan C. Huff, D.D.S
06/27 /01
A1lfirst Bank
10/22/01
-7-
224.00
224.00
6,388.00
6,388.00
20.00
8.50
Betty Murray
06/27/01
Harrisburg Cemetary Association
06/27/01
Messiah Village
06/27/01
Pharmerica
06/26/01
Prudential Securities
07/27/01
07/27/01
07/27/01
07/27/01
07/27/01
07/27/01
08/20/01
08/20/01
08/20/01
08/20/01
08/20/01
08/20/01
08/20/01
10/03/01
10/03/01
10/03/01
10/15/01
10/15/01
10/15/01
10/15/01
10/15/01
10/15/01
10/15/01
119.23
95.75
93.01
60.27
111. 77
217.47
198.12
58.18
2.13
13 7 . 44
82.43
110.97
179.16
57.94
81.53
60.32
60.32
78.41
71. 44
131.89
83.55
76.92
70.16
-8-
200.00
92.35
3,183.00
21. 60
10/15/01
125.86
Register of Wills
06/20/01
Register of Wills
08/28/01
The Sentinel
06/27/01
Tucker Arensberg & Swartz
10/22/01
Tucker Arensberg & Swartz
06/27/01
Tucker Arensberg & Swartz
08/13/01
Vodafone Group
08/20/01
TOTAL ADMINISTRATION EXPENSES.......................
-9-
2,364.27
331. 00
26.00
84.11
419.72
100.00
1,503.21
3.50
8,357.26
Tucker Arensberg & Swartz
08/23/01
Tucker Arensberg & Swartz
08/23/01
SCHEDULE C-5
FEES AND COMMISSIONS
TOTAL FEES AND COMMISSIONS... ....... ................
TOTAL DISBURSEMENTS OF PRINCIPAL. .......... ... ... ...
-10-
15,500.00
8,000.00
23,500.00
38,469.26
PRINCIPAL BALANCE ON HAND
# Units Description
"'Cash
20,000.00 Greenwood Trust
Lehman Brothers Bank
MBNA America
UTS Net Low3 35
(33.42)Washington Mutual Investors Fund
-11-
Current Value
or as Noted
324,867.85
Fiduciary
Acquisition
Value
324,867.85
20,000.00
40,000.00
20,000.00
0.03
(1,030.70)
324,867.85 403,837.18
--------------- ---------------
--------------- ---------------
SCHEDULE F
CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL
Cost
AT&T Wireless Svcs. Inc.
07/12/01
07/12/01
07/27/01
sold
211.00 Spin off of AT&T Corp.
(211.00 )sold
0.00
3,943.59
(3,943.59 )
0.00
0.00
AT&T Corp
OS/22/01
07/27/01
08/20/01
10/03/01
10/15/01
656.00 shares inventoried
(200.00)shares sold
(256.00)shares sold
(100.00)shares sold
(lOO.OO)shares sold
10,430.40
(3,180.00)
(4,070.40)
(1,590.00)
(1,590.00)
0.00
0.00
Avaya, Inc.
OS/22/01
07/27/01
34.00 shares inventoried
(34.00)shares sold
545.70
(545.70)
0.00
0.00
BellSouth Corporation
OS/22/01
07/27/01
08/20/01
10/03/01
10/15/01
556.00 shares inventoried
(156.00)shares sold
(200.00)shares sold
(100.00)shares sold
(100.00)shares sold
23,107.36
(6,483.36)
(8,312.00)
(4,156.00)
(4,156.00)
0.00
0.00
-12-
Greenwood Trust
OS/22/01
20,000.00 inventoried
20,000.00
20,000.00
20,000.00
Lehman Brothers Bank
OS/22/01
inventoried
40,000.00
40,000.00
Lucent Technologies, Inc.
OS/22/01
08/20/01
08/20/01
10/03/01
408.00 shares inventoried
(8.00)shares sold
(200.00)shares sold
(200.00)shares sold
4,039.20
(79.20)
(1 , 980 . 00)
(1,980.00)
0.00
0.00
MBNA America
OS/22/01
inventoried
20,000.00
20,000.00
Qwest Communications
OS/22/01
10/15/01
10/15/01
219.62 shares inventoried
(0.62)share sold
(219.00)shares sold
8,462.07
(24.00)
(8,438.07)
0.00
0.00
SBC Communications Inc
OS/22/01
07/27/01
1,036.00 shares inventoried
(336.00)shares sold
44,931. 32
(14,572.32)
-13 -
08/20/01
10/15/01
11/20/01
(300.00)shares sold
(200.00)shares sold
(200.00)shares sold
(13,011. 00)
(8,674.00)
(8,674.00)
0.00
0.00
UTS Net Low3 35
OS/22/01
08/21/01
10/03/01
11/20/01
11/20/01
21,865.57 shares inventoried
(10,000.00)shares sold
(6,000.00)shares sold
(0.57)share
(5,865.00)shares sold
26,257.93
(12,008.80)
(7,205.28)
(0.65)
(7 ,043 . 17)
0.00
0.03
Verizon Communications
OS/22/01
07/27/01
08/20/01
10/15/01
11/20/01
438.00 shares inventoried
(138.00)shares sold
(100.00)shares sold
(100.00)shares sold
(100.00)shares sold
23,840.34
(7 ,511.34)
(5,443.00)
(5,443.00)
(5,443.00)
0.00
0.00
Vodafone Group P1c ADS
OS/22/01
08/20/01
10/15/01
310.00 shares inventoried
(150.00)shares sold
(160.00)shares sold
8,810.20
(4,263.00)
(4,547.20)
0.00
0.00
Washington Mutual Investors Fund
OS/22/01
08/20/01
10/15/01
11/20/01
12/10/01
4,183.26 shares inventoried
(1,500.00)shares sold
(1,200.00)shares sold
(758.00)shares sold
(758.69)shares sold
129,011.86
(46,260.00)
(37 ,008.00)
(23,376.72)
(23,397.84)
(33.42)
(1,030.70)
-14-
AT&T Corp
08/01/01
11/01/01
656.00 shares
200.00 shares
Be11South Corporation
08/01/01
11/01/01
556.00 shares
100.00 shares
06/01/01
Lucent Technologies, Inc.
408.00 shares
Prudential Financial
OS/24/01
06/25/01
07/18/01
07/24/01
08/24/01
09/24/01
10/16/01
11/26/01
12/24/01
12/31/01
01/24/02
02/25/02
03/25/02
1,938.00 shares
80,411.00 shares
80,451.00 shares
80,938.00 shares
80,938.00 shares
80,938.00 share
80,938.00 shares
80,938.00 shares
80,938.00 share
80,938.00 share
80,938.00 share
06/29/01
Qwest Communications
219.62 shares
SCHEDULE G
RECEIPTS OF INCOME
SCHEDULE G-1
DIVIDENDS
24.60
7.50
105.64
19.00
272.00
266.00
160.11
40.00
286.00
526.00
518.00
643.00
602.00
128.00
412.00
513.00
448.00
-15-
32.10
124.64
8.16
4,814.11
10.98
SBC Communications Inc
08/01/01
11/01/01
1,036.00 shares
400.00 shares
UTS Net Low3 35
05/30/01
08/27/01
11/26/01
21,865.57 shares
21,865.57 shares
5,865.57 shares
Verizon Communications
08/01/01
11/01/01
438.00 shares
200.00 shares
08/20/01
Vodafone Group P1c ADS
310.00 shares
Washington Mutual Investors Fund
06/26/01
09/25/01
A11first Bank
08/28/01
4,183.26 shares
4,202.36 shares
265.48
102.50
168.56
169.46
47.39
168.63
77 .00
564.74
364.82
TOTAL DIVIDEND INCOME....... ..............
Greenwood Trust
10/15/01
SCHEDULE G-2
INTEREST
-16-
367.98
385.41
245.63
35.00
929.56
6,953.57
2.39
601. 64
Lehman Brothers Bank
10/15/01
MBNA America
10/15/01
TOTAL INTEREST INCOME... ....... ...........
TOTAL RECEIPTS OF INCOME..... .............
-17-
. ,
1,267.12
586.60
2,457.75
9,411.32
. .
SCHEDULE I
DISBURSEMENTS OF INCOME
Department of Revenue
02/15/02
167.88
United States Treasury
02/15/02
431.16
TOTAL DISBURSEMENTS OF INCOME. .......... ... ....
599.04
-18-
INCOME BALANCE ON HAND
if Units
Description
"<Cash
410,932.00 Prudential Financial
143.82 UTS Net Low3 35
33.42 Washington Mutual Investors Fund
-19-
Current Value
or as Noted
(405,229.84)
Fiduciary
Acquisition
Value
(405,229.84)
412,944.00
168.56
929.56
(405,229.84) 8,812.28
SCHEDULE K
INVESTMENTS MADE - INCOME
if Units Cost
-------
OS/24/01 272.00 shares Prudential Financial - 272 . 00
shares purchased
05/30/01 143.82 shares UTS Net Low3 35 - 168.56
shares purchased
05/31/01 565.00 shares Prudential Financial - 565.00
shares purchased
06/25/01 266.00 shares Prudential Financial - 266.00
shares purchased
06/26/01 19.09 shares Washington Mutual 564.74
Investors Fund - shares
purchased
06/29/01 8.00 shares Prudential Financial - 8.00
shares purchased
07/17/01 78,465.00 shares Prudential Financial - 78,465.00
shares purchased
07/24/01 40.00 shares Prudential Financial - 40.00
shares purchased
07/31/01 160.00 shares Prudential Financial - 160.00
shares purchased
08/02/01 36,415.00 shares Prudential Financial - 36,415.00
shares purchased
08/21/01 79,980.00 shares Prudential Financial - 79,980.00
shares purchased
08/24/01 11,670.00 shares Prudential Financial - 11,670.00
shares purchased
08/24/01 286.00 shares Prudential Financial - 286.00
shares purchased
08/31/01 201. 00 shares Prudential Financial - 201. 00
shares purchased
-20-
09/24/01 526.00 shares Prudential Financial - 526.00
shares purchased
09/25/01 14.33 shares Washington Mutual 364.82
Investors Fund - shares
purchased
10/04/01 13,586.00 shares Prudential Financial - 13,586.00
shares purchased
10/16/01 518.00 shares Prudential Financial - 518.00
shares purchased
10/16/01 124,083.00 shares Prudential Financial - 124,083.00
shares purchased
11/21/01 40,865.00 shares Prudential Financial - 40,865.00
shares purchased
11/26/01 1. 00 shares Prudential Financial - 643.00
share purchased
11/30/01 48.00 shares Prudential Financial - 48.00
shares purchased
12/11/01 22,244.00 shares Prudential Financial - 22,244.00
shares purchased
12/24/01 602.00 shares Prudential Financial - 602.00
shares purchased
12/31/01 128.00 shares Prudential Financial - 128.00
shares purchased
01/24/02 1.00 shares Prudential Financial - 412.00
share purchased
02/25/02 1.00 shares Prudential Financial - 513 .00
share purchased
03/25/02 1. 00 shares Prudential Financial - 448.00
share purchased
-21-
. . I f
, "
.
. t I I
SCHEDULE L
CHANGES IN INVESTMENT HOLDINGS - INCOME
Cost
Prudential Financial
OS/24/01
05/31/01
06/25/01
06/29/01
07/17/01
07/24/01
07/31/01
08/02/01
08/21/01
08/24/01
08/24/01
08/31/01
09/24/01
10/04/01
10/16/01
10/16/01
11/21/01
11/26/01
11/30/01
12/11/01
12/24/01
12/31/01
01/24/02
02/25/02
03/25/02
UTS Net Low3 35
05/30/01
272.00 shares purchased
565.00 shares purchased
266.00 shares purchased
8.00 shares purchased
78,465.00 shares purchased
40.00 shares purchased
160.00 shares purchased
36,415.00 shares purchased
79,980.00 shares purchased
286.00 shares purchased
11,670.00 shares purchased
201.00 shares purchased
526.00 shares purchased
13,586.00 shares purchased
124,083.00 shares purchased
518.00 shares purchased
40,865.00 shares purchased
1.00 share purchased
48.00 shares purchased
22,244.00 shares purchased
602.00 shares purchased
128.00 shares purchased
't1}..00 share purchased
Sf~.OO share purchased
>+'18.00 share purchased
272.00
565.00
266.00
8.00
78,465.00
40.00
160.00
36,415.00
79,980.00
286.00
11,670.00
201.00
526.00
13,586.00
124,083.00
518.00
40,865.00
643.00
48.00
22,244.00
602.00
128.00
412.00
513 . 00
448.00
410,932.00
412,944.00
143.82 shares purchased
168.56
143.82
168.56
-22-
. ..
.
. . I .
Washington Mutual Investors Fund
06/26/01
09/25/01
19.09 shares purchased
14.33 shares purchased
564.74
364.82
33.42
929.56
-23-
. .. .
.. .
AFFIDAVIT
James G. Morgan, Jr., Executor
under the Last Will and Testament of CAROLINE H. COLOVIRAS,
deceased, hereby declare under oath that he/she has fully and faithfully
discharged the duties of his/her office; that the foregoing Account is
true and correct and fully discloses all significant transactions occurring
during the accounting period; that all known claims against the estate have
been paid in full; that, to his/her knowledge, there are no claims now
outstanding against the Estate; that all taxes presently due from the estate
have been paid; and that more than four months have elapsed since the first
complete advertisement of th ranting of letters in this estate.
Subscribed and sworn to by
James G. Morgan, Jr., Executor
before me this ~ day
of ~~ ,~
'-~~~
Notary ublic
Notarial Seal
Pauline Patti Thomas, Notary Public
Harrisburg, Dauphin County
My Commission Expires Mar. 24, 2003
Mer,lber, Penn:;Y]"iJ!";,,: r\SSO:";o.:,~IOi1 at i~otan€s
Accountant requests that distri
accordance with the Pet t'on for Dis
the audit of this acco nt.
the Court in
in evidence at
REQUEST
r~----~--
--3
::z:: c:::
;l> n
~ -~
gj =:;0
~ ~~
-:::,~;oi:ltI1
-mO:I::Z
;:;~~~CIJ
t~~o~
_<ooz.....
N;l>OO>-3~
-Z'DtZlQ
;; ~Ro
-.J mCIJ
~ >-3~
~ :>
~ ~
N
_,0 S' ;If;" ~ 0'" ! S'-.
~. ~ ~ ~ E S< ~ m ~.
gi~~l-i~~.i
~:;g~~jlC:8
g,~al~og-ffi~~
g.i~ i:~~ ~:5,:T
. UU!liU
~I!ia~i~
.lt~'I~I~
-<Ql"1:l!~g 5"
/) . ::)~53S. (0
_ ~ ~ a.
I-rj
H
~ '"d >0
:J:>' >0 Ul
3: 0 f-3
1:1:1 '"d:J:>'
Ul OZ:J:>'
Ult:JZ
1:1:1~ 1:1:1 t:J
X t:J CIl
1:1:13: t:J;; ~
nOO H f-3 Z
5~1-rj UlI:1:l:J:>'
0..-, G'J f-3 3: L<
:J:>' ~1:1:1
>oz HZ :J:>'
tJ:If-3n
C n
c... f-300
>0 HI-rjC
o Z
Z f-3
o
I-rj
L<
OJ
1:1:1 '"d IT n
en ro ro:J:>'
IT ::In ~
OJ ::1>::00
IT en3H1L<
ro '<0' H
f-'rocz
Z <:11'01:1:11:1:1
o OJ f-' '0 Ul
::IOJro::r:f-3
1-'0::1 11' :J:>'
N OJ P, f-3
o :J:>'nl:1:l
o nf-'O
f-' OOI-'L<O
I ro>::roOI-rj
o 0::1::1<
o rort H
lJ1 OJ '< f-3 ~
-...J en. ~ :J:>'
w ro 'dUl
p,
() C - "'t
o _:o;,(j
c: .. (Jl
.:l ill 0
00-. .~~'
-nt:, '",.
(:)'- . '-'": ;
O'...!.I-..>::;
ii' g.-< . ;:-0
~~. a
g-~~lV
-:=, IE
o _. Q_
::l --,
::T ~ I
7' -;
~'~o~'t
CD 0 c d
~ ~ ::: ~
=0;0:5
::T <D ::J >.
Q. ()
~al '" ~ g
I '<on::;:
I - g @ ~
r("'t'" ;: 9- ~ ~
d
N
;E
ex;
-~:J
~.,. J
':~,~J
N
~
o
>0
'"d
::r:
:J:>'
Z '"d
Ul 1:1:1
- Z
Z
n Ul
o ~
C L<
~ <c
f-3 :J:>'(
Z,
o H'
H :J:>':
<
H
Ul
H
o
Z
.- ,-
Q,
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
In the Matter of:
Estate of Caroline H. Coloviras
Late of Upper Allen Twp., Cumberland
County, Pennsylvania
Deceased
Estate File No. 2001-00573
PROOF OF SERVICE UNDER
RULE 5.5
To the Register:
Pursuant to Rule 5.5 of the Orphans' Court Rules notice of the First and Final Account
and Proposed Distribution has been made to the Attorney General of the Commonwealth of
Pennsylvania. A letter acknowledging receipt is attached hereto as "Exhibit A"
49652.1
,-'-",1
~;
~-'
Respectfully submitted,
TUCKER ARENS BERG & SWARTZ
~ ,n
1'1 I /
~ It'V~ I .1/(}lt:,._--1//~
Ja G. Morgan, Jr., Es
or ey for Estate
11 ~. Front Street
Har!isburg, PA 17101
7 ) 234-4121
..
~..
V
\
\,
COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
April 30, 2002
MIKE FISHER
ATTORNEY GENERAL
Public Protection Division
Charitable Trusts and Organizations Section
14th Floor, Strawberry Square
Harrisburg, PA 17120
(717) 783-2853
Fax: (717) 787-1190
James G. Morgan, Jr., Esq.
TUCKER, ARENSBERG & SWARTZ
111 North Front Street
Harrisburg, PA 17101
RE: ESTATE OF CAROLINE H. COLOVIRAS
Dear Mr. Morgan:
This will acknowledge receipt of your Notice of Charitable Gift dated April 18, 2002
regarding the above-captioned matter.
After reviewing the First and Final Account and Statement of Proposed Distribution and
Last Will and Testament, I have no objection. At your earliest convenience, kindly forward
me a copy of the Court's executed decree or the fully executed releases, whichever method
you employ.
Please be advised that the above review was made pursuant to the parens patriae
function of this Office and has no bearing on any matter unrelated to that function.
truly you/sj/ #
jJI~
Thomas M. Devlin
Senior Deputy Attorney General
TMD/mlm
EXHIBIT "A"
c:.rw:~
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION ~
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Caroline H. Coloviras
Date of Death: Mav 22. 2001
Estate No.: 2001-00573
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 X No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
(date)
3. If the answer to No.1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes X No
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes No
D. Copies of receipts, releases, joinders .and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' ourt and may be attached
to this report. ?"!1 'J
Jr.
& Swartz
Date: Sept. 25, 2002
Name ( lease tYRe or print)
P.O. Box 889
Harrisburg, PA 17108-0889
Address
(717) 234-4121
(MAH:nnt/AM3)
Telephone No.
Capacity:
X
Personal Representative
Counsel for Personal Representative
R.W. - 58