HomeMy WebLinkAbout01-0635
ESmreof CHRISTINE M. MOORE
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
.o,-C'-b~5
No.
To:
Register of Wills for the
Deceased. County of CUMBERLAND in the
Social Security No. 201- 18 -1'2 11 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
lln the last will of the above decedent, dated June 15,
and codicil(s) dated
named
2001
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 514 Terrace Drive
Borouqh of New Cumberland
(list street, number and muncipali!y)
Decendent, then 76 years of age, died June 18, 2001
~ Holy SpiriT Ho~piTnl
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
incoIIlpetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 1 , 000 . 00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 70 . 000 00
situated as follows:
514 Terrace Drive, Borouqh of New Cumberland
Cumberland County. PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
prec;ented herewith and the grant of letters Testamentary
(testamentary; administration c.I.a.; administration d.b.n.c.t.a.)
theron.
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2903 Gordon Street
Allentown. PA 18104
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYL VANIA 1.. ss
COUNTY OF CUMBERLAND J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petifoner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well mid truI~
Sworn to or affirmed and subscribed U.
before me this 3t:d day of Da t
~ .., "
~o. 21 - 01 - 635
Estate of
Christine M. Moore
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW JUL Y 5 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 .11] n p. 1 "i, 2 0 0 1
described therein be admitted to probate and filed of record as the last will of
Christine M. Moore
and Letters Testamentary
are hereby granted to Dayton E. Pryor
Register of Wills
MARY CLEWIS
Edmund G. Myers (20558)
Johnson, Duffie, Stewart & Weidner
FEES
Probate, Letters, Etc. ......... $ 11 5 .00
Short Certificates( 1) . . . . . . . . .. $ 3. 00
Renunciation ................ $
X-Pages $ 9.00
JCP TOTAL _ $ 13~:88
Filed ........ .J.U ~ Y. .~ ~ . !2P.Q 1 . . . . . . . . . . . .
ATTORNEY (Sup. Ct. I.D. No.)
301 Market st., P. O. Box 109
Lemoyne. PA 17043-0109
ADDRESS
(717) 761-4540
PHONE
Mailed letters to attorney on 7-6-01.
o 12485-00001/6/13/0I/EGM/KL T/147182.1
H\O).8()'j REV'li8(, .' tl copied from an original certificate of death duly filed with
'fy h h' f, mation here given IS correc y fir
This is to certl t at t e m or. '11 b f, d d th State Vital Records Office for permanent 1 mg.
Local Registrar. The original certificate Wi e orwar e to e
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
7579795
Fee for this certificate, $2.00
p
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Date
No.
"110':1 '4JRltv 2!87
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
'YPEJPRINT
IN
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BLACK INK
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': TATE "'U: ~UM8EA
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CIEATIFIER .Cr-t10 ~'y '-JI"el
.CEAflFYING PHySICIAN .Pt'ly'ioC1,)11 rt"rldytn'l CdU!".eol ~':"altl "',.~ )"<~"~' OJhv~.,j" n,j~ plonoo.,rl(:~l 'l~,I:n ,IOU, L)O'l"IV!dtc'(! 't....n ~'J,
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"MEDICAL eXAMINER/CORONER
On the bas." 0' examination "nd!or fn...esll9.1llon. In mv op",Ion. death uCcurred '1llhe lIme. dale. and plae~. ,Ind dl,l. 10 Ihl!: cauSI'UI 4n<J
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] 2485-0000 1/6113/0 l/EGM/KL T/147182.1
1La~t Will anti me~tament
OF
CHRISTINE M. MOORE
I, CHRISTINE M. MOORE, of the Borough of New Cumberland, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
~my and all Wills or Codicils at any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts, and the expenses of my last illness and funeral
from my Estate as soon after my death as conveniently may be done.
ARTICLE II
REST, RESIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever
nature and wheresoever situate, unto my cousin, DAYTON E. PRYOR, or his then-living issue,
per stirpes, should he predecease me.
ARTICLE III
PERSONAL REPRESENTATIVE
I name, constitute and appoint my cousin, DAYTON E. PRYOR, Executor of this my Last
Will and Testament. Should my cousin, DAYTON E. PRYOR, fail to qualifY or cease to so act, I
012485-00001/6113/01/EGM/KL T/147182.1
name, constitute and appoint his wife, LOIS J. PRYOR, alternate Executrix to complete the
administration of my Estate. I direct that no fiduciary appointed herein shall be required to post
bond for the faithful administration ofthe duties required in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, this 11~ day ofJune, 200l.
~~~
CHRISTINE M. ~
(SEAL)
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
2
o 12485-0000 I/6/13/0 I/EGM/KL T/147182.1
AFmDA~TANDACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF CUMBERLAND
, the Testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare
We, CHRISTINE
~t1e,l~ KIf (...:.dt
M.
MOORE,
t>O(i)rV1'-( \" 10 ~
and
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 his/her 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 and acknowledged before me by CHRISTINE M. MOORE,
Testatrix, and subscribed and sworn to before me by D~ro ~ 1 L. rvckze--r- and
C~tt1CJl -Cote. &1\. ( ~~ , witnesses, this I ~ day ofJune, 2001.
E~!.~RS
Pennsylvania Attorney J.D. #20558
3
o 12485-0000J/6/29/0J/EGM/KL T/147182.1
ATTORNEY CERTIFICATION
COMMONWEAL TH OF PENNSYLVANIA
ss:
COUNTY OF CUMBERLAND
On this, the
J -"S~ day of June 2001, before me, the undersigned officer,
personally appeared EDMUND G. MYERS, Attorney I.D. #20558, known to me (or
satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania and certified
that he was personally present when the foregoing acknowledgement and affidavit were signed
by the Testatrix and the witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
-~
Notary Public
~~~,
NOTARIAL SEAL
DIANNE LENIG, Notary Public
Lemoyne Borough Cumberland Co.
My Commission Expires Dec. 21, 2001
4
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: CHRISTINE M. MOORE
Date of Death: JUNE 18, 2001
Will No.: 2001-00635
Admin. 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
July 5.2001.
Name
Address
2903 Gordon Street, Allentown, PA 18104
Dayton E. Pryor
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date: 0/2'/3(01
~
Signature
Name Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
Address 301 Market S1.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
Capacity: Personal Representative
X Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MYERS EDMUND G
301 MARKET STREET
P 0 BOX 109
LEMOYNE, PA 17043
-------- fold
ESTATE INFORMATION: SSN: 201-18-1211
FILE NUMBER: 21-2001- 0635
DECEDENT NAME: MOORE CHRISTINE M
DATE OF PAYMENT: 09/11/2001
POSTMARK DATE: 09/10/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/18/2001
NO. CD 000249
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,500.00
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TOTAL AMOUNT PAID:
REMARKS: DAYTON E PRYOR
CHECK#14
SEAL
INITIALS: PB
RECEIVED BY:
$8,500.00
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
.COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
1
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ss:
Dayton E. Pryor
being duly _
sworn
is Executor
according to law, deposes and says that he
of the Estate of Christine M. Moore
late of New Cumberland Borough , Cumberland County, Pa., deceased and that the
.th.. . t d b Dayton E. Pryor tit .d Executor
WI In IS an Inven ory ma e y ., , e sar
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
/c7-~~/-
._ .C~?-c:?:~;p
~. - , o..,^
2001
Sworn to
and subscribed before me,
xecufor . Aaminidr tor
Dayton E. Pryor, Execut
2903 W. Gordon Street
c:.~
Notary Public
NOTAR L SEA
JASON M. FAETTI, NOTARY PUBlIC
AllENTOWN, LEHIGH COUNTY
MY COMMISSION EXPIRES JUNE 28 2004
Allentown, PA 18104
Address
Date of Death
18th
June
2001
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
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CHRISTINE M. MOORE
deceased
1. PNC Bank - Checking Account No. 514004446
Date of death balance
2,191 45
2. Insurance refunds
345 64
3. Real Estate - No. 514 Terrace Drive, Borough of New
Cumberland, Cumberland County, PA
Sale Price
72,900 00
TOTAL
75,437 09
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FILE NUMBER
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE
YEAR
NUMBER
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W
C
W
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
MOORE, CHRISTINE M.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
June 18, 2001 May 17, 1925
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
201 - 18
1211
[29 1. Original Return
D 4. Limited Estate
CRI 6. Decedent Died Testate (Attach copy 01 Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromis~ (date 01 dealtl after 12-12-82)
D 7. Decedent Maintained a living Trust (Mach copy of Trust)
D 10. Spousal Poverty Credit (date oldeath belwee1l12-31-91 and 1-1-95)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale of dealh prior 10 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AlIach Sch 0)
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~TJiIS:.~:ECTiOI'lMVS'(j;iE;::GOi\lP,!lE ED:;ALt: CORRESPOND~l:lcl:AN)):CONfIDENtIA.l'l'AX INFMMATjONSI-I'Ol.!,LO'SEDIR,ECTED_ TO:
NAME Ed d G E COMPLETE MAILING ADDRESS
mun . Myers, sq.
301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
OFFICIAL USE ONLY
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FIRM NAME (If ".'''''''1
ohn n
TELEPHONE NUMBER
(717)
761-4540
(B)
75,437.09
1, Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(t)
(2)
(3)
(4)
(5)
72,900.00
(11)
(12)
(13)
15,790.01
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4, Mortgages & Notes Receivable (Schedule D)
2,537.09
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Own,," Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(g)
(10)
14,401.57
1.388.44
59.647.08
-0-
(14)
59,647.08
(6)
(7)
13. Charitable and Governmenta! Bequests/See 9113 Trusts for which an election to tax has nol been
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal lax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x ,0_ (16)
-0-
-0-
(19)
-0-
8,947.06
8,947.06
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable al sibling rate
x .12 (17)
x .15 (IB)
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
1.1 ',',;' ':,:' > > BE SURE,:rO"ANSWER ALL,QUESTIONS' ON REVERSE,SIDE AND RECHECK MATH <'<
'1"::'.'\';'
,)i.
:ii':;';
18. Amount of Line 141axable at collateral rate
59,647.08
19. Tax Due
20,0
Decedent's Complete Address:
STREET ADDRESS 541 Terrace Drive
CITY New Cumberland I STATE I ZIP
PA 17070
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CredilslPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
8,947.06
8,500.00
447 17
Totai Credits (A. 8. C)
(2)
8,947.37
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 0 . 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 requ&st a refund (4)
5. If Line 1 . Line 3 Is greater than line 2, enter the difference. This is the TAX DUE. (5)
-0-
-11-
A. Enter the interest on the tax due.
(SA)
-0-
( .31)
8. Enter the total of line 5 . SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
'1':G~l~~. ~~~~,~" < ':t."~!~~~fflrRi'.__s:.o"~~ . ,,'"~ ',~~r~ ml~~~~
i"':"'~~~~~~.li' "","'1~'Jj~1
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or Income of the property transferred;.......................................................................,.................. 0 IXJ
b. retain the right to designate who shall use the property transferred or its Income; ............................................ 0 6Z1
c. retain a reversionary interest; or.......................................................................................................................... 0 IKJ
. d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 6Z1
2. If death occurred aner December 12, 1982, did decedent Iransfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0 0
3. Did decedent own an 'in trustfor" or payable upon death bank account or security at his or herdealh?.............. 0 []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pegury, ! declare thet I have examined this return, Including actOmpanying schedules and statements, sndlo the best of my knowledge and benef, It is true, correct
and cQmple18,
Declaration of preparer oth n the personal representative is based 0f1 alllnformalion of which preparet has any knowledge.
SIGNATURE OF PE 0 RESPO SI8LEF~ING R RN ~ DATE 10
ADDRESS Day to E. Pryor, Exec or
2903 W. Gordon street, Allentown, PA 18104
SIGNATURE OF PARER OTHER THAN REPRESENTATIVE DATE
~
ADDRESS Edmund G. Myers, Esq.
301 Market St.. P. o. Rew ll1Q T"'mnyn"'. p~ '7043 OlOP
f:i~~'6i~~~~t~i~9~.&1:~i];!~E~!~I~I~1~~~~;',' ~-.I~ .. .',;, ~f;flif1~~~~tr~:
For dates of death on or affer 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. 99116 (a) (1.1) (i)].
For dates of death on or aner 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. 99116 (a) (1.1) (li)J,
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 deelh on or after July 1, 2000:
The lax 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 stapparent of the child is 0% [72 P.S. 99116(a)(I.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. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblin9s is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Secnon 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adopnon.
"'"'50""""'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
MOORE, CHRISTINE M.
FILE NUMBER
21-01-00635
ESTATE OF
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with
right of
survivorshiD must be disclosed on Schedule F.
ITEM
NUMBER
t
DESCRIPTION
VALUE AT DATE
OF DEATH
Real Estate - 514 Terrace Drive, Borough of New
Cumberland, Cumberland County, PA
(Deed Book T, Volume 27, Page 714).
Sale Price
(Copy of Settlement Sheet attached).
72,900.00
TOTAL (Also enter on line 1, Recapitulation) $ 72, 900. 00
(If more space is needed, insert additional sheets of the same size)
'"
i
.. .
" S. DEPARTMENT OF HOUSING AND UReAN DEVELOPMENT
. SEITlEMENT STATEMENT i
Affiliated Settlement Services Group. LLP 1
3912 Market Street :
3.' _JCQNV. UNINS.
Form App,owedOMBNI;>,2502-02155
B. TYPE OFLOAN
1. ;x' FHA 2.( ,FMHA
I 4.~J VA 5.0 CONV. INS.
1-g:"ESeROW-FILE NUMBER: .
i 00001890-001 NJT
Camp Hill. PA 17011 i [8 MORTGAGE "INSURANC'E" CAse-NUMBER'
(717) 975-7839 I' .
FINAL ___ __'.. n_ .i PA4416675~69703.___._ _.__
C. NOTE: Tflls (orm is furnished to give you B slalfmleill ~ actual setUemenl costs. Amounts paid to and by th9 selllernen! agent are shoWn.
Items marked ~(P.O.c.)"were paid outside the :closlng; they tire shown hen1 for Informational purposes and ere not included in the totals.
D. NAME OF-aORROWER:-.---- i<aienT:F1ilm'ore~! -------- -- . ~~-,-
7. LOAN NUMBER:
1440454
(C~~v
ADDRESS OF BORROWER: 107 Old York Road Lol #314
New CumberJa~d, \PA 17070
Dayfon E'" Pryor' 1- - - -- -
.' i
Gordon Street ': i
Allentown, PA 1'8104
CountryWide HOm~- Loa:ns~'lne,
I',
4830 Carlisle Pi~e:
Mechanicsburg,'Pj,\ 17055
-G.-PROPERfYI6cATI6N;'--"--S14Ierrace--Drrve--~-- --._---..~-
New Cumberland, PA 17070
Cumberland COl,loty 26~24-0a11-156
Lol(st 32, Block. "C" ,of ~impson Terrace, Addition No.1 to Forrest Hill ~.____ ___ ._..,_ _
H. SETTLEMENTAG'ENT: AffilfatedSettlem"er1rServices-Group', LLP' - - ---.----..-. ---~
PLACE OF SETTLEMENT: 3912 Market Street. Camp Hill. PA 17011
r. -SeTILEMENT oArF--a73ll2001 '---tP"RORATION OATE;----e13112001
J. SUMMARY OF BORROWER'S- TRANSACTION K. SUMMARY OF SELlER'S TRANSACTioN
I S
101. Contract Sales price 1=: . 72,900.00 ! 40~ Contract Sales Price
1Q2.-:-Personal proi:ierty ~,- --'3~. 50-.17J _4,-"OZ,. .__!~,~O~~I_,:ro~rty_. ___ ~_
10''- S.tUemenlCh"ge,loBOOowei(Hne '4(0)-. ~ _. ..
.., ______ __ L __>.._.._._ _-'-_~____
104. !! 404.
105. 1,405.
1__ I
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
-~rii:-::;;:-Z~~'--'~6131to1---~~~~i~~~ P==---=-65~02~~:~~~~10:~::eS - --.-:-~~/:~- -:-'~::o-1-T-- -- 68.02
--}~f::~:~~.=.---o~~~~:~~:::~'~lO=~~~ +--' --,-- -- - ~~1~f3~I-~~-:~-ii:ts 08J31/01 10 O6IJ010-rl 491.13
110. Sewer 08131/01 10 09130101 ,-~,- ';~-'--- --.--- -g,-OS"! 410: Sewer ----------- 08l31io1--to09.i30701-r---~-9'-OS
111.Trash '-o8l31io1-lo--W3'o;o'1-- (.----'--'----1.1.47-i,411:-1cash--~--oBl31io~09J30101 i 11.47
11~ " '41~
'13. - --------- [-r=~-- i',',3,.------.
114.
........-- _ --.. _ ---- _ 1_'-__.__ -1- -- -----.
:~~~GROSSAMOUNT DUEF'RO-M BORROWE~ 1--+-77,229~as: :~:. GROSSAMOUNT DUE TO SELLER:
~O:. 0 ,'" 0 .~eD.u.Ctt S 0
201. Deposit or earnest money .0 501. Excess deposit (see in5tructionS)
iOiYili1CipafiiiilOiiriiOfn-ew loan(sr----~- ;-----72;32(.00- -5~seruemeni charges to Seller (Une 1400)
2()3.~~~~~~X(ak~sUbjecnO-_=-~==~~L--I=_"==_-L~~3~6~~~g loan(s) t1ken subject to
204, I' 504. Payoff of first mor1gage loan
205. I .--~-_._-- ,l-'505~-PaYOff-of$ecoodmodgag&loan
206. i--- 15?6_.: --- --,-.--- ----- ~
~:: '_~~ : -- - :=l=-~~~--~=-::I]~~-=~ .-.----~-_.- -.. -- =t==-:-- -- -
ADJUSTMENTS FOR ITEMS UNPAID BY SELLE~:R: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210.CilyfTO'MlTaxes J_-t~- __=1'~5~0'_C.!!Y!l~T!X~~_ ---~ - ---t----
211.,Eount~Tax.!~~___________ 1 511. CountyTaxes
212. Assessments ; _ t _ ~j~5-'2.~~ses~e~_ __________~L______
213, _ ~ _ ,51'3 _ _ ___ I
214_ ~_ 514. ____ __~____ _~------
.it!--=.=---=~-- =-T~.-;;~_im~:--::=-=-=-_~- ---: I
~-~: TOTAL PAID BY/FOR BORROWER ----r-.-i3:321.00-~~:~~- tOTAL RE-OUCTIONS IN AMOUNT DUE SELl::Ecl~-5~82i:44
E. NAME OF SELLER:
ADDRESS OF SELLER:
F. NAME OF LENDER:
ADDRESS OF LENOER:
I 72,900.00
.---+------
I
..__m.L__
._1.._
I.
I
i
73,479.68
;822.44
.--+~_._-
'301. Gross amoon~due from BOI'1'tmeT t lIne 120)
302. Lessamount paid by/for Borrower(lirie-i20)
- I
303. CASH ( lXl FROM I I . i TO) BORROWER:
77.229.85 601. Gross amount dUEl to SeUer (line (20)
73,327.i:iif -602:'Lessrllduclion In amount due Seller (line 520)
73,479.S8
,.. __1____. !!_~2.44
67,657.24
3.902.85 603. CASH ( I. ,FROM) ( (~ TO) SELLER
.]j~~<&'~"
rj,~~' ~,,~~~MJQ._'
BASED ON PRICEr 72,900.00 @
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
701. $ 2,212.00 10 Jack Gaugllen ERA
702. S 2,162.00 to- -M.C. WalkeiRealfY
4','374.00
N
.000%-
PAID FROM
SELLER'S
FUNDS AT
SETTLEMENT
703. Commission paid al selUement
704.
f8007;Jf.I;I~,'~AYAi.(A~N:;~NNEC;;;iQ"'_ii'l"''''N'~.''''''J'''~'ITW''iT11l"TJ,)i1f:i1" ,
.....:-'~~" ii:i~n: -''' o:.::Jt:l'i;;_la~~iJl.;,~.,...lIIiIP~l:lft'.:.:i'!c",JJ..:..r.J:..,...iJlit_'"--'"
601. laanOl"igina\IonFee 1.??oo% \0 Coun\rywldeHomeloans,lnc.
802. loan Discount Fee % - -. .n__ -----. ._-,. -
803.' AppralsafFoolo;' 10 Mark Heckman RE.:-~pralsals
604. C"redifRepOrtlo: ---~:-:--i~_ Cou_n_tiW~~l!~e~~a~ri"s~ln(;
a05. lenders InspecU"o~-Fee- _ _ __ _ _ __... _. _
806. Mortgage lnsuran~ APpllcalion !ee ,t?:._ ~nt~~e~t-t~me Lo~ns, Inc.
807. Assumplio~ Fe,e _ _n.___..__ __~. __-'- k.,.,- _"_____ ". ,_"_ ___ __.. ~____
808, FloOd Cectincatiol\ Fee to eoon\rywkj6lHome Loans, Inc.
809.' Proce-ss'ingFee- ..... ---k1Bood Auihor ty ----~-----
810. Lock-tn Fee.. iO"-CountrYWide[Hom-e-LOans~-lnc.~-- . m_..__.________._______
811. Processing Fee . -10- COuntrYWTde!Home LOans:lnc'- --~------
ll~!!J~ ~ '
4,374,00
=_'=__;~=C{!
295.00 .
'1=_==_25.00-[-____.-
i 1,068.89 I
+-~-:2~OUt-
, 300.00
-----692.55--1-- .~
.. -~oo~ciO ____n_~_
902:-Mortg-age insurarlce'-Premrum fQ(--Month{SftO;
903.- Kaia<<ftnsU(anee' Premlum- tor -~--Years(s)lo-;--~---'~ -- ---.-
'!lJ
y'
904. I
905.-- ---- --,,- ..__u_. -- - - -- ------ ------ -.-.. ---'--- -----. - - - ----.- ..---.--
~~~a~~O)~~~
1002~ Mortgage Insurance ni_oriitis riJ)$ 29.531 per month
1003._Cit~P~pertyTa~es . _. _~on~~~.,$ _1 permoolh_
10M. Coun\y Property Taxes 6 mon\ns@$ 16.66 per month
1005:- AriiiuaTASsessmentS - ----- -m~Oiiffis-@.t.. ~-i-'--- ---per-month
1006. School tax' _n. -.r- ---riloothS@-$n. -4&29'--- ,~~-. per-mOnth
1bo7~'. _.-----.-------.-----.--irio(it11s-~-+ per month
f008. Aggregate ACe!. Adj. months @ $ per month
l
-I
II
- f:33.2S 1- ~ -
I
93:16 I
1101. SetUementOl' closing fee
11 02--: Abstract or-lltie' seiirCh
1103. rltle examination
11 04. rlUe InsUfatlce binder
1105~ oOCumenrp-"ep~raiiOii
'-1.06---:-NotarYfee~--~.
110i.--Attorney's-Fees'^. ------------ .~----.
----~-,~-- (includes abovellems-~~-.
ff68.Titielnsuranc-e- 10 AffIliated SelUement Services Group,LLP
(Inch,Jdes above iiems numbefS.
'1W9-:--LendersWieiage: --$- 72,327.00
111 O-:-OWner's 'caverage $ 72,900.00
1111. EndofSemenls 100.300-8, t 1.0 Affillalect Seltlemen\ SeNk.es Groop,ll?
1 f1'i-------.-.-...--------'.'- -- -------..--~~-_... --._-.-'--.~--'"
1113.
Jtf.!.~!jUl'M~~~~li!ilrtmll1ll!~~'ti(I~ign~iI.'--'IT- -.
1201. ReCCirding Fees: Deed $ 25.50 Mortgage $ 39.50 Release $ 65.00 '
1202.City/Cou~tytax1stamps. ----_--. oeed$'---729:00MOrtgage~---.. __ .. --~.-------'----_.~- _ ~.~OO
12,03:-513, -ieiaxJ~tain,P~" ..'-, ~------~_--~:----Oe,- ed,'$--729.0,OM,-Ci'it-,g~gta-,"-'.---=,_ ~'--,~,,-,-, i2~,.0,00,1 _, . ,._
12fJ4.-AS~ntorMOrtQage\O"f~~-OfDeecs----.____________.-- . ___.__________ . 14.~
!;,;~:';~~~~~~~~~~,~!~,~lf,~,::~'\':~'lt,;;"
1301. Survey ,
1302.:-PesUn~pection_-.----~___-16-._Bleailer"&-'f'llleiY.lnc.--~-~~--~- -------- . I 35~oo \ ,.
1303-.-2002.2002-SchoOfTaxes~----loRobfnGasPereitr----- ~-.-.. -- - "591.33
1304:-lnsured'CloslngPrciiecU6n' Ltr- to- Guaranlee TiUe&Trusl to. . . -35.00-'
130S:-'Fraii.Saction Fee~---loM-:C:Wa1k9rRealty .___n___ 75.mr I
1306. fiilnsilclion-FE'-e--.-.~---loJaCk Gaugheri-ERA , 100.00
1307~--.'See-ati3ch-edfOi-&reakdown--~---_.-~-~. ---------- -.--~--- ~ -'250,00- -- ---28.11
140~:- TOTAL SET1\EMENT-CHARGES(Enter-tin Une 103:seCffanJ: and-:-Une502:seCtionK) 3)50.17 5,822.44
I haveCarefu\ly"r~leWedTtl8liUo:tseUlement Statement and to-U16 best-of my kOOWtedge and belief, II Is a true sod accurate statement of all receipts and
Dfsbun;ernenls made on my accaunlOl' by me in lhis \ral\&8C\Ion. I further certlfy 1ha\ I have re ved a copy otlhe HUD-1 Sett ament Slatement.
Karen bFlllmore :_ __',. } -' Dayton E.
!;," ., Z-., ~,/h;u',>
. .----- ~. -.
I~
L-
,
-"~~--I-'--
---r
--j
706.75 I
)
".~
I
150.00 i
_,.-lIIIDi;i
~)< ~u4~ ,I, (I'"
r.f,v,.;...'i-ix, -iI). M;<n<.
Borrowers
ve pl'epBl"ed is 6 true and accurate aceoumof this \ransacllo
I. r i
! SetUemen( Agent Oa\e
WARNING~ It Is a crime to knowingly make falsQ sta.l.E1;ments. to the Unlted States on this Of any sImilar form. Penlilltles upon conviction can Include a fine
and Imprisonment For details see: Title 18 U.S. Code sectiop 1001 and Section 1010.
I
!
""'''''''''''.
COMMONWEALTH OF PENNSYLVAN'A
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
MOORE, CHRISTINE M.
FILE NUMBER
21-01-00635
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
VALUE AT DATE
OF DEATH
PNC Bank - Checking Account No. 5140044446
Date of death balance
2,191.45
2.
Insurance Refunds
345.64
TOTAL (Also enter on line 5, Recapitulation) $ 2, 537.09
Ilf more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) .
J'.;1~i~
'~~~.b,.t--
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
MOORE, CHRISTINE M.
FILE NUMBER
21-01-00635
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. 3,966.74
Neill Funeral Home, Inc. - funeral expenses
2. Rolling Green Cemetery - interment charges 760.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Represenlatlve(s}
Street Address
City State _ Zip
Year(s) Commission Paid:
2. Attorney Fees - Johnson, Duffie, Stewart & Weidner 1,800.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Slale _ Zip
Relationship at Claimant to Decedent
4. Probate Fees - Register of Wills - Cumberland County 132.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Cumberland Law Journal - advertise letters 75.00
8. The Patriot-News - advertise letters 89.88
9. Register of Wills - file Inventory & Inheritance Tax
Return 25.00
Sub-total from additional sheet 7,552.95
TOTAL (Also enter on line 9, Recapitulation) $ 14,401.57
Debts of decedent must be reported on Schedule 1.
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H - CONTINUED
Estate of: MOORE, CHRISTINE M.
21-01-00635
10. Dennis Anderson - lawn maintenance
11. Dayton E. Pryor - postage/telephone
12. Dayton E. Pryor - Mileage - Allentown/New Cumberland
13. Gaughen/Walker - commission - sale of real estate
14. Recorder of Deeds - 1 % transfer tax
15. Jack Gaughen - transaction fee
16. Robin Gasperetti - real estate taxes - school- due at settlement
17. Borough of New Cumberland - sewer charges due at settlement
18. J. L. Ruth Electric - electrical upgrade - 514 Terrace Drive-
prior to settlement
19. Cropf Bros. Inc. - repair leak in waterline at water heater;
install secondary shut-off valve at water meter
20. The Carpet House - replace damaged carpeting - bedrooms
21. Verison - final telephone charges
22. New Cumberland Borough - sewer/trash
23. UGI - gas charges
24. PP&L - electricity charges
25. PA American Water Co. - water charges
26. Reserve for close-out costs
100.00
42.00
378.00
4,374.00
729.00
100.00
100.20
19.05
900.00
127.67
337.50
7.66
57.43
134.37
41.49
54.58
50.00
Sub-total
$7 552.95
REV.!S12EX.(1.971 ~
.$o/~
'-j~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FILE NUMBER
21-01-00635
MOORE, CHRISTINE M.
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
1.
Internists of Central PA
2.
3.
Central PA Hematology
Harrisburg Hospital/Pinnacle Health System
Balance not covered by insurance
4.
Johnson, Duffie, Stewart & Weidner - balance due
for services rendered prior to death
AMOUNT
170.01
86.38
907.05
225.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
1,388.44
''".,'''',.".,,'. .'.
COMMONWEALTH OF PENNSYLVANIA
lNHERJTANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
MOORE, CHRISTINE M.
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Dayton E. Pryor
2903 W. Gordon Street
Allentown, PA 18104
FILE NUMBER
21-01-00635
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Cousin
AMOUNT OR SHARE
OF ESTATE
Residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART IT. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space IS needed, insert additional. sheets o!the same size)
\. /6 -.::2.y"/- /7'"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOHANCE OR DISALLOHANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
of
'iVills
RecomeG
Ref"1iet1~"
.t;L....n.C,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-17-2001
MOORE
06-18-2001
21 01-0635
CUMBERLAND
101
'OJ Ole 27 AlO :12
EDMUND G MYERS ESQ
JOHNSON ETAL Clerk/" ,-oun
PO BOX 109 C'AfmberlanG(>, PA
LEMOYNE PA 17043"-"
'*
REY-1547 EX AFP 112-DDI
CHRISTINE M
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4j-E3f-AFP-fi2"':oOY-NoYicE--OF-YNHEifiTAifci-Y.\X-APPRAisEiiENi'~--ALi-oWANCi-o-R------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOORE CHRISTINE M FILE NO. 21 01-0635 ACN 101 DATE 12-17-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (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
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. CashlBank Deposits/Misc. Personal Property (Schedule E)
6. Jointly awned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
72.900.00
.00
.00
.00
2.537.09
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
14,401.57
1.388.44
(11)
(12)
(13)
(14)
NOTE:
.00 X
.00 X
.00 X
59,647.08 X
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
75,437.09
15.790 01
59,647.08
.00
59,647.08
00 =
045 =
12 =
15 =
.00
.00
.00
8,947.06
8,947.06
(19)=
TAX CR"'DtTS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-10-2001 CDOO0249 447.35 8,500.00
TOTAL TAX CREDIT 8,947.35
BALANCE OF TAX DUE .29CR
INTEREST AND PEN. .00
TOTAL DUE .29CR
. 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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(.
5h
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: CHRISTINE M. MOORE
Date of Death: June 18. 2001
Will No.: 2001-00635
Admin No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 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 the following:
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 No X
Executor was the sole beneficiary.
D. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans'
Court and may be attached to this report.
Date:
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Signature
Edmund G. Myers, Esq.
Johnson, Duffie, Stewart & Weidner
301 Market Street, P.O. Box 109
Lemoyne. PA 17043-0109
Address
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Capacity: Personal Representative
X Counsel for Personal Representative