HomeMy WebLinkAbout01-0653
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of .P4, J If \1- O. tI1~~();T~t"1 No. d..}-ol- '5~
also known as To:
Register of Wills for/the; I
County of (,)tAA j) e r 4 ...C- in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or oldc:;r an the exec~"'"
in the last will of the above decedent, dated ...se ~ -r. Z 7 I 7 <j' Y
and codicil(s) dated '
ot:t# l .Beceased.
Social Security No. ~I 0 - 0(7' (f
named
, 19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in e J c;M J,-e.F I ~dcL . Count~Pem}.sYlv;m. ia, w#~A
h I ~ last family or principal residence at ZC> s- rod.. C , rei e "'C r I ( 5" l-e fJ ff
,/ ,
(list street, number and muncipality)
~A ~f
Decendent, then v yeqrs of a~, died , W::
at. ,cl.~ (\.rc.lc2 L.:trl 5 e 7<:Jf
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
~fter execution of the will !ftfred for probate; was not the victim of a killing and was never adjudicated
Incompetent: ff"
Decendent at death owned property with estimated values as follows: ~'c> ~
(If domiciled in Pa.) All personal property $ '@ ((.14</......
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully re uest ) the prpbate of the last will and codicil(s)
presented herewith and the grant of letters ;eo .e"f. -/vrr'-
theron.
(testamentary; administration c.La.; administration d.b.n.c.La.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWE~TH O,F PENNg.-YLVANIA ~ ss
COUNTY OF J~b.edq"'fd 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 petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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No.
Estate of Ph (If p
DECREE OF PROBATE AND GRANT OF LETTERS
21-2001-653
V' _ b He LqJ.J5' L II~, Deceased
AND NOW July 10, ~200 1 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 )e/J J-e.,.,1.b f!:.r 2-") I <79' Y
des7{i\Jedtherein be admitted to probate ~9 filed of record as the last will of
fJ fA.'j f'p 'of,- (J, tt1 <L La-J5 t, II ,..,
and Letters -r~ (..v\. ~ +c. ry
are hereby granted to Ph (lip V. tJ 1'4(' &<u~ it l "'1 J .:n- e?!....d
SMrt9 '-t ;fA _ G.;--I ~ rCc c fL,
FEES
Probate, Letters, Etc. ......... $ 115. 00
Short Certificates( lb..... ... .. $ 30.00
Renunciation ................ $
x-Pages (3) $ 9.00
JCP TOTAL _ $ 5.00
Filed... .J.l)ly. .10.th,.2.Q01. $. .159...00
~ Vat'" 'P #vtJr~ [sa (S-" y I
ATTORNEY (Sup. Ct. I.D. No.)
7 g- W_ P<9~ FFd 5,1- CC(L!'~1e IU
ADDRESS ( (
7( 7 ;LY5'- C)(z"?
PHONE
PUT LETTERS IN ATTORNEY-ANDREWS FILE,
/.
1105.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for rhis certificate, $2.00
p
7616782
No.
21-2001-653
C~.lvoc;~
Local Registrar
~3
Dire
2.60/
Hl05.1<13 F1ev. 2187
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
Of
NT
'K
SEX
2. Male
PlACE OF OEATH~ or"Y'oroe- ....."..ruct.or.son QIt\eI' ~I
HOSPITAL:
,_0
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AOE(l_~.yIJ
90
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5.
COUNTY OF DEAfH
STATE ~'lE NUMSER
SOCI"l SECURITY NUMBER
3. 066 - 10
2001
White
MARITAl STAtUS. Married
N.vet Married. Widowed.
_IS...,,,,,
... Married
17C.O 'l'ft. decede;l"IIlMId In
SUlMVfOO SI'OtISE
IN .wIe. gMllNIden namel
Ruth E. Landis
.....
...
FAtHER'S NAME (First. Middle. Ust'
II.
OOFORMAHl'SNAMEfJ_
,7tI.
DlcI
...-
......
Cumberland _1 17d.Q11 =-=-.::'..
MOTHER'S NAME tF.st. MIdclIe. Maiden SutNmeJ /
city/bon)
...
INFORMANT'S MAILING ADDRESS (Street. Cityl'Town. Slate. Lip Codel
~. 212 Phoenixville Pike, Malvern PA 19355-1126
PlACE OF OtSPOSITtOf'I. Name ot~. c,emuory lOCJQ"KJH. Cifyl"l'own, State, ZIp Code
or au..~.
METHOD OF DISPOSITION
O B..... C\l Co........ 0
IlanolIon 01...._
t...
SIOHArUAE OF FUNERAL SE~ lICENSEE OR PE
.... ....:5r~ (!.
Comofata..... n... only --"vlnI
",..."... ~......... otdMtftlO
certtIy cauM oI*.Ih.
Carlisle
Sarah A. La ton
'd. Reading, PA 19606
& Witman Funeral Home, Inc.
Wernersville PA 19565
DAfE SIGNED
CMonlI\,Oay, 'tUf1
2 . 23c.
W\S CAse REFERRED TO MEOtCAl EXAM1NERlCORONEA?
.....11!1 NoD
t... Forest Hills Memorial Par
"....EANOAODAl!S$OFFAC1I..TY Lamm
t2c. 243 W. Penn Ave.
lICENSE NUM8ER
TIME OF DEAlH DATE PRONOUt<<:ED DEAD IMOIlth. Day. ,""
... 0100 aM. os. June 30, 2001
27. PART t: E.......tM ....... infuriesOl compIicetioN wille" ctVHd 1M Mal,. 00 not __ 'N tnCMHi 01 dyk\G. such as ellf~ Of r.spiratOfy arrest shock 01' hila" l.iIuf.
U...............on__ J(f{i...1 ("">.if.... Oft. iJ.( (v2J'f
~z;,~"'A
OUE1OtoRASACONSEOlJENCE OF)'
, sA ,.. :.-C
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d.
DUE 10 toR AS A CONSEOlJENCE Oft.
MANNER OF OEATH
DME OF INJURY
(Monltl. OIly, ......
weRE AUlOPSY FINOINOS
AWlABl.E ""lOA 10
COUf'lETION OF CAUSlE
0EIlrN?
~
H.
I AppIoaitnata
'--
:orIMIand dndt
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PART I: Other t9tifiC..... cortdMiOMconlfibqIlnI.., death, but
noli ,.suftlnQinlhit~c.-..p.nin PART I.
TIME Of INJURY
tNJURY AI' WORK'
DESCRIBE HOW INJURY OCCURRED.
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o PlAcE OF INJURY. AI hOme. I.,"". at;.... t..:cCMy. otflea M.
btMnlJ. "c. 1Sr>>ec.M
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No~
..... lxt NoD Yaa 0
.... .....
CERTIFJEII,o.1I. only oneI
-CERTIfYINO PHYSICIAN (PhySlC:lllncerwying caused ddIh 'M'leo.ll'lOftl.. pItySc.an has Pf'~ de~1h al"d compteted nem 231
Te..........llftyknowtilctp.deMhoccurMddue...c-..eC.).ndmtlnner...I.ted.............................................. .
o
Could ~ be ctete,mtned
-
25.
.pAOtfOUNQNQ AAO CERTIFYING PHl'SICIAN fPhpoan bolh lJfOflOUilCll"Ig death ar'CI certlly.ng toC8Use 01 deathl
To.hIt bMI ClI...y knowledf)ft. ch.th oecuriacl.,......... cIa._. and plac.. .nd... to the cauu(.).nd ....nn.' as .,.ted.. . . . . . . . . , . , . . . . . . , . . . . . .
'MEDICAl EXAUINEIlICORONEA
On the b..I. 01 ...",Inallon andIo, invest,...ua".1n "'y opInion. d.-t)) occ:u""d at the tI"'". d.,.. and place. and due'o Ihe cause(.) and
"'.nn"r..'t..ed.,.,.....,..... ,... ..... ...,..."..,.,......... .... ,.,......,....,........,.... ...,.'...,........,
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REG' R R.S SIGNATURE AND NUMBER Cl ft /J ___8' Sf' B s, I
AAj.J'{AAJ0-4..c7 h1l~~
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32.
DATE FILED lMonlh Oay, ~.r)
... J~ ..2., ~OOI
LAST WILL AND TEST AMENT
OF
PHILIP V.D. McLAUGHLIN
I, PHILIP V.D. McLAUGHLIN, a resident of the Borough of Carlisle, County of
Cumberland and Commonwealth of Pennsylvania, being of sound mind, do hereby make my
Last Will and Testament, and revoke all Wills by me at any time heretofore made.
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FIRST:
I order and direct the prompt payment of my funeral expenses and just
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: ~ debts.
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R~ SECOND: I give and bequeath the sum of ONE THOUSAND ($1,000.00)
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\.__ DOLLARS to RUTGERS UNIVERSITY.
THIRD:
I give and bequeath any armor, guns, etc., to my son, PHILIP V.D.
McLAUGHLIN, JR.
FOURTH: I give, devise and bequeath all the rest, residue and remainder of my
estate, real and personal, in three (3) equal shares among my children, or their issue per stirpes as
follows:
(A) ONE (1) share to my son, PHILIP V.D. McLAUGHLIN, JR.
(B) ONE (1) share to my daughter, SHARON M. GALBRAITH.
(C) ONE (1) share to my daughter, BARBARA M. HARPEL.
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In the event a child predeceases me leaving no issue, said share shall be divided between
the remaining legatees.
FIFTH:
I nominate, constitute and appoint my son, PHILIP V. D.
McLAUGHLIN, JR. and my daughter, SHARON M. GALBRAITH, Co-Executors of this my
Last Will and Testament. If either shall fail to qualify or cease to act as Co-Executor, I direct
that other shall continue as sole Executor or Execturix.
I direct that my Executor in addition to and not in limitation of any authority given to her
by law, shall have the following powers:
(A) For the payment of debts or for any purpose of administration or
distribution, power to sell, mortgage, lease any and all of my real estate, selling at public or
private sale, for such prices and upon such terms as to cash and credit as she may deem best, and
to grant and convey good and sufficient title.
(B)
To retain all personal property for distribution in kind, or in their
.'y
~- - -i discretion to convert the same into cash, to invest and reinvest in other stocks, bonds, and
C. >,~:
)
investments, without being confined to what are known as "legal investments".
(C) I direct that no bond or security whatsoever shall be required of my
Executor.
SIXTH:
I direct that all estate, inheritance and succession taxes shall be paid out of
the principal of my general estate to the same effect as if said taxes were expenses of
administration, and all devises and gifts of principal and income made by this Will, or by any
Codicil hereto, shall be free and clear thereof.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament, consisting ofthree (3) pages, this 2.1day of September, 1999.
II . "
/;/ 'j : ~'lV<l. p.. j i
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(SEAL)
Philip V. D. McLaughlin
Signed, sealed, published and declared by PHILIP V.D. McLAUGHLIN, the above
named Testator, as and for his Last Will and Testament, in the presence of us, who at his request
he~bSCribed our names as witnesses.
,. ~C'4Y
and in his presence and in the presence of each other, all bei
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
; WE, PHILIP V.D. McLAUGHLIN, TAYLOR P. ANDREWS, and
J( \cHih2t> IY\ ('AlJffJ , the Testator and witnesses, respectively, whose names are
signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as and for his Last
Will and Testament and that he signed willingly and that he executed as his free and voluntary
act for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge the
Testator was at the time eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence. 0
--"
Subscribed, sworn to and acknowledged before me by Philip V.D. McLaughlin, the
Testator, and subscribed to and sworn or affirmed to before me by TAYLOR P. ANDREWS
and f.~.e~ 'Ill' GL-A-ff7 , witnesses, this ~, day of September, 1999.
9uQa~~ (SEAL)
Notary Public
NOTARIAL SEAL
SHEllY SEXTON, NOTARY PUBLIC
CARLISLE BORO, CUMBERLAND COUNTY
MY COMMISSION EXPIRES APRil 26, 200~
Member, Pennsylv;;nia Association 01 Notanes
E.
----
CERTIFICATION OF NOTICE UNDER RULES 5.6(a)
Name of Decedent:
Philip V.D. McLaughlin
Date of Death:
June 28, 2001
Will No:
21-01-0653
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 16, 2001:
Philip V.D. McLaughlin, Jr.
212 Phoenixville Pike
Malvern, P A 19355
Sharon M. Galbraith
224 Garland Drive
Carlisle, PA 17013
Barbara M. Harpel
2824 Glen Gary Drive
Richmond, VA 23233
Notice has now been given to all persons entid
(
Ta 0 P. Andrews, Esquire
7 st Pomfret Street
rlisle, PA 17013
Phone: 717-243-0123
Capacity: Counsel for personal representatives
Date: July 16,2001
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ANDREWS TAYLOR P
78 W. POMFRET STREET
CARLISLE, PA 17013
______n fold
ESTATE INFORMATION: SSN: 066-10-6198
FILE NUMBER: 2101-0653
DECEDENT NAME: MCLAUGHLIN PHILIP V 0
DA TE OF PAYMENT: 03/22/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/30/2001
NO. CD 000989
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,743.95
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TOTAL AMOUNT PAID:
REMARKS: SHARON M GALBRAITH
C/O TAYLOR P ANDREWS ESQUIRE
CHECK# 116
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$4,743.95
MARY C. LEWIS
REGISTER OF WILLS
\
/6 -02y~ '-/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z806Dl
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'02
TAYLOR P ANDREWS ESQ
ANDREWS 8 JOHNSON
78 W POMFRET ST ,;
CARLISLE C~A
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
',iVii',y 1 !.\.
'11, .:
{l"
.. . (1
05-06-2002
MCLAUGHLIN
06-30-2001
21 01-0653
CUMBERLAND
101
*'
REV-1547 EX AFP 101-021
PHILIP
v
17013
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=is4-j-EX-AFP--foY:02Y-NOYiCE--OF-YtiHEififANCE-YAX-A-PPRjrisEMENi'~--ALi-owAirCE-(fli-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCLAUGHLIN PHILIP V FILE NO. 21 01-0653 ACN 101 DATE 05-06-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
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:
2,972.00 X 00 = .00
105,421.00 X 045 = 4,743.95
.00 X 12 = .00
.00 X 15 = .00
(19)= 4,743.95
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
.00
63,670.20
.00
.00
58,069.10
2,971.50
.00
(8)
15,211.61
1.106.50
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
124,710.80
16.318 11
108,392.69
.00
108,392.69
. .... ..... . R......... . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-22-2002 CDOO0989 .00 4,743.95
TOTAL TAX CREDIT 4,743.95
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.l
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OFFICIAL USE ONLY
REV -1500 INHERITANCE FILE NUMBER
TAX RETURN RESIDENT DECEDENT 21 01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
280601 HARRISBURG, PA 1712S-0601
0653
COUNTY CODE
NUMBER
YEAR
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
McLau hlin, Phili V. D.
DATE OF DEATH (MM-DD-YY)
6/30/2001
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
Ruth L. McLau hlin
SOCIAL SECURITY NUMBER
066-10-6198
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return
o 5. Fed. Est. Tax Return Req'd
.Q.S. Total number of SOB's
DATE OF BIRTH (MM-DD-YY)
12/23/1910
~ 1. Original Return
:::t:t:Cf.l
&1 g: ~ 4. Limited Estate
rOO
o g: ~ x 6. Decedent Died Testate
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o 2_ Supplemental Return
o 43. Future interest Compromise
o 7. Decedent had Living Trust
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COMPLETE MAILING ADDRESS:
NAME:
Taylor P. Andrews, Esq.
FIRM NAME:
Andrews & Johnson
TELEPHONE NUMBER
717243-G123
Taylor P. Andrews, Esq.
Andrews & Johnson
18 W. Pomfret St.
Carlisle, PA 11013
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(1)
(2)
(3)
(4)
(5)
(6)
$0.00
$63,670.20
OFFICIAL USE ONLY
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or Soie-Prop.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter.Vivos Transfers & Misc. Non.Propate Prop.
S. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administration Costs (Sch H)
10. Debts of Decedent, Mortgage liabilities, & Liens
11. Total Deductions (total lines 9& 1 0)
, 2. Net Value of Estate (Line 8 minus Line ")
13. Charitable and Governmental Bequests/See 9113 Trusts
for which an election to tax has not been made (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amnt of Line 14 taxable at the spousal rate,
or transfers under Soo.9116(a)(1.2)
16. Amount of Une 14 taxable at linear rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
$0.00
$58,069.10
$2,971.50
(7)
(9)
(10)
(S) $124,710.80
$15,211.61
$1,106.50
(11) $16,318.11
(12) $108,392.69
$108,392.69
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(15)
(16)
(17)
(18)
(19)
$0.00
$4,743.95
$0.00
$0.00
$4,743.95
$2,972
$105,421
$0
$0
x.O_
x.045
x.12
x.15
,g. Tax Due
20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
.s~}1mW~~~f~~Mt~*~~~~
Decedlilnt's Complete Address:
STREET ADDRESS
205 Todd Circle
CI1Y STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discounts
Total Credits (A+B+C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
4.
TotallnteresUPentalty (D+E)
If Line 2 is greater than Line 1 + Line 3, enter the difference This is the OVERPAYMENT
Check box on Page 1 Line 20 to request a refund
5.
This is the TAX DUE.
If Line 1 + Line 3 is greater than Line 2, enter the difference.
A. Enter the interest on the tax dUe.
(1)
(2)
(3)
(4)
(5)
(5A)
(56)
$4,743.95
$0.00
$0.00
$4,743.95
$4,743.95
6. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
iliHfJm&'ill~~mm~mMtt,.'%%l~lMmWt.m~~\lli&tu.%HtWf:::%mit@mt.R%i[fl*m..~&[U~tM.::\'Etmr,M&'%H@lilli;H;:Wililli:tln~mmtM~t%MHit1MtmMmtt1mW@Mnit
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and yes no
a. retain the use or income of the property transferred
b. retain the right to designate who shall use the property transerred or its income:
c. re1ain a reversionary 'Interest: or
d. retain the promise for life of either payments 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 oon an Individual Re1irement Account, annuity, or other non-probate property which
contains a beneficiary disignation?
CJ
CJ
CJ
CJ
CJ
o
o
~
~
~
~
~
~
~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and beli0\', it is true, correct
and complete
, PA 17013; 212 Pho~nixville Pike, Malvern, PA 19355
ESENTATIVE - _..-
JATE
3 -//--() Z-
i1mrm~f.1miWJf&?wmffi~mt?i61*~HiMt!f.itm;t0ftf:~M~f.t.}f.J*;%t*Mtt~*'&%;:~~:]t!tJ1grHtW!fd~tfNMr.~ttdmt~t.t~m#ktMW~MMt~hhttfh1M~MlltffffHr!@11fttiarrHi
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net "alue of tfansfers ro Of 10r the use 01 tne SUNNin9 spouse is '3% f]2P.S. Sec.
911 6(a){1. 1)(1))
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or fer the use of the surviving spouse is 0% [72 P.S. See 9116(a)(1.1)(ii)].
The ste.tute does not exempt a tral'lSfer to a sUNiving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return 8re still applic8ble even if
the survi'ling spouse is the
onlybElneficiary
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a desease<::l chikl twenty-one yeal$ of age Of youn9er at death to or for the use of a natural parent, an adoptive parent,
or a stepparent 01 the child is 0% [72 P.S. See 9116(a)(1.2)].
Th9~ rate Imposed on the net value of transfers to or tor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) (72 P.S. Sec.9116(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. Sec,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
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FILE NUMBER
McLaugWin, Philip V, D,
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION
NUMBER
21-01-0653
VALUE AT DATE
OFDEAlH
1
AARP Investment Program at Scudder - GNMA Fund
$61,882,98
2
8000 FHLMC 14120 dtd 1lI15/22
$1,787,22
3
4
5
6
7
TOTAL (also on line 2, Recapitulation)
$63,670
WERT
INVESTMENT
CONSULTING GROUP
of First Unkm Securities
September 6, 2001
Andrews & Johnson
Attorneys at Law
Attn.: Taylor P. Andrews
78 West Pomfret Street
Carlisle, PA 17013
RE: Philip V. D. McLaughlin, Sr., deceased
000: June 30,2001
Dear Mr. Andrews:
Pursuant to your request regarding the above client account, please note the
following information. The account number 56513073 was registered in single
name of the deceased. The account held the following positions on June
30,2001:
Money market: $207.32
8000 FHLMC 14120 7 dated 11/15/22 with a value of $1787.22
Attached for your convenience are copies of the monthly statement for review.
The account may easily be converted to an estate account with your assistance
in providing an estate tax id # and a certified copy of a short certificate. Enclosed
you will see a new account form that once endorsed by the estate representative,
will facilitate the conversion. Once the estate account has been established, the
account may settled per notification of the estate representative. Please feel free
to contact me directly at 610.378.3061 if you have any questions.
~inc Iy" I;{) .
J;'~rtI~
Regl ' Rinehimer
Senior Account Administrator
'While the infonnation herein has been obtained from sources we believe to be reliable. its accuracy and completeness is
not guaranteed."
1250 Broadcasting Road. P.O. Box 6347. Wyomissing, PA 19610
(610) 378-3081.1-888-769-5167. Fax (610) 478-1352
First Urnoo Securities. 111(. Membef New Yor'K Stock b::change and SIPC
CONSOLIDATED STATEMENT
MRP Investment Program
~ ~ from SCUDDER INVESTMENTS
Account Number: 0158991 361-7
01/01/01 - 07/31/01
Page 2 of 2
PHILIP V 0 MCLAUGHLIN
205 TODD CIR
CARLISLE PA 17013-3596
Account Activity 01/01/01 - 07/31/01 Continued from previous pa e
DOLLAR SHARE No. OF SHARES TOTAL
TRANSACTION TYPE DATE AUOUNT PRICE TRANSACTED SHARES OWNED VALUE
CASH INVEST TRUST-CLASS AARP Fund continued from previous page
Phone Exch Fr Fund 193 OS/21/01 $1,250.00 $1. 00 1,250.000 2,931.940
Ck-Writing Redemption 101 OS/24/01 $1, 500. 00 $1. 00 1,500.000 1,431. 940
Income Reinvest 05/31/01 $5.83 $1. 00 5.830 1,437.770
Income Reinvest 06/29/01 $4. 12 $1. 00 4.120 1,441. 890
Income Reinvest 07/31/01 $3.91 $1. 00 3.910 1,445.800
Ending Balance $1. 00 1,445.800 $1,445.80
GNMA FUND-CLASS AARP
Beginning Balance $14.91 4,299.142 $64, 100.21
Phone Exch To Fund 165 01/29/01 $5,000.00 $14.97 334.001 3, 965. 141
Income Reinvest 01/31/01 $317.69 $15.06 21. 095 3,986.236
Shares Purchased 02/21/01 $1,500.00 $14.% 100.267 4,086.503
Income Reinvest 02/28/01 $316. 24 $15.05 21. 013 4, 107. 516
Income Reinvest 03/30/01 $312.90 $15.05 20. 791 4, 128. 307
Income Reinvest 04/30/01 $306.45 $14.98 20. 457 4, 148. 764
Phone Exch To Fund 165 OS/21/01 $1,250.00 $15.04 83. 112 4,065.652
Income Reinvest 0.075 OS/23/01 $304.92 $14.96 20. 382 4,086.034
Income Reinvest 0.075 06/22/01 $306.45 $15.07 20.335 4,106.369
Income Reinvest 0.075 07/24/01 $307. 98 $15.08 20.423 4, 126. 792
Ending Balance $15. 14 4, 126. 792 $62,479.63
~
00
~
00
~
'~I~IIIIIIIIIII ~I~ "IIII~ IIII
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANIOUS PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
McLaugWin, Philip V. D.
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION
NUMBER
21-01-0653
VALUE AT DATE
OF DEATH
1
First Union Money market account at Wert Investment Consulting Group
$207.32
2
AARP Investment Program at Scudder - cash
$1,441.89
3
Members 1st FCU account 182637-00
$25.20
4
Members 1st FCU account 182637-11
$999.56
5
BClBS refund
$158.45
6
Reimbursement of investment in occupancy agreement
at The Todd Home and Rehabilitation Center
$53,400.00
7
$50 face value Series EE US Savings bond issued 10/90
$46.52
8
$50 face value Series EE US Savings bond issued 1191
$45.16
9
1992 Mercury Sable GS Sedan, fair condition, 75,000 miles
$1,745.00
TOTAL (also on line 5, Recapitulation)
$58,069.10
MembersJ
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P.O. BOX4<J
MECHANICSBURG, PA 17055
1-800-283.2328 or (717)697.1161
August 27, 2001
Taylor P. Andrews
Andrews & Johnson
78 W, Pomfret Street
Carlisle, PA 17013
RE: Estate of Philip V. McLaughlin
SSIN 066-10-6198
Dear Mr. Andrews,
Enclosed is the information requested in your letter of August 20, 2001 regarding the
accounts held with Members 1" by Philip McLaughlin,
Please do not hesitate to contact me at 795-5131 should you have any questions or require
additional information.
11;:276
~se A, Anders
Insurance Products Supervisor
Enclosure
Metnbersl.:'."
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P. O. BOX 40
MECHANICSBURG, PA 17055
1-800-283-232801(717)697-1161
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
182637-00
03/16/1999
$25,20
$,00
$25,20
None
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
182637-11
03/16/1999
$999,56
$,00
$999.56
None
n~>TUNION
Denis~ Ande s
Insurance Products Supervisor
August 27. 2001
Estate of: PHILIP V. MCLAUGHLIN
Date of Death: 06/30/2001
Social Security Number: 066-10-6198
Click on the image above to visit this advertiser
Pennsylvania. March 3, 2002
1992 Mercury Sable GS Sedan 40
Engine: V6 3.0 liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 120,000
Equipment
Air Conditioning
Power Steering
Cruise Control
AM/FM Stereo
Consumer Rated Condition: Fair
"Fair" condition means that the vehicle probably has some mechanical or cosmetic
defects, but is still in safe running condition. The paint, body and/or interior need
work to be performed by a professional in order to be sold. The tires need to be
replaced. There may be some repairable rust damage. The value of cars in this
category may vary widely. A clean title history is assumed. Even after significant
reconditioning this vehicle may not qualify for the Blue Book Suggested Retail
value.
Private Party Value $1,745
Private Party value represents what you might expect to pay for a used car when
purchasing from a private party. It may also represent the value you might expect
to receive when selling your own used car to another private party.
Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars
-~---------------------------------------------~------------------------
Copyright @ 2002 by Kelley Blue Book Co., All Rights Reserved. Mar-Apr 2002 Edition. The
information in this report was printed from the Kelley Blue Book Web site (www.kbb.com) and
is intended for the personal use of the customer only and may not be sold or transmitted to
another party. We assume no responsibility for errors or omissions.(v.02030)
:J if2V ( c1J IrS (:;{){ /L V/J--LiUj; (Cae '()( /)
,~/U//L-. 3/Y{)~ . /
-;t:):Zd'a: i-cU );! )hr ,~" :3 /J?/I ()2-
SJ'kiWI\ ! ("../irv!llb 3/3/ C;;)
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
McLaughlin, Philip V. D.
Joint Tenant (s):
NAME
21-01-0653
ADDRESS
RELATIONSHIP TO
DECEDENT
A
Ruth L. McLaughlin 1000 W. South St., Carlisle, PA 17013
[skilled nursing care]
wife
Jointlv-<>wued nronertv:
ITEM LETTER DATE DESCRIPTION OF TOTAL DECD'S DOLLAR VALUE OF
NUMBER FOR MADE PROPERTY VALUE % INT. DECEDENT'S
JOINT JOINT OF ASSET INTEREST
TENANT
I A various tangible personal property $5,953.00 50% $2,971.50
TOTAL (also on line 6, Recapitulation)
$2,971.50
TO:
FROM:
RE:
LINDEN HALL ANTIQUES
211 aLa STONE HOUSE ROAO
CARLISLE. PA 17013
717.249.1978
July 18, 2001
Taylor P. Andrews
Attorney At Law
78 West Pomfret st.
Carlisle, Pa. 17013
William G. Rowe- Appraiser
211 Old stone House Road
Carlisle, Pa. 17013
Personal Property Appraisal
Philip McLaughlin Estate
205 Todd Circle
Carlisle, Pa.
17013
--.---
PAGE 2
LIVING ROOM/DEN
Corner Cupboard
Pitcher, Cut Glass
Syrup Pitcher, Antique
Plates, Antique
Cup/Saucers
Books
Bowl, Cut glass
Cane Seat Rocker
Bookcase
Pictures
Plate, Limoge
TV/VCR/ Stereo Music Center
Stand
Lamp
Table Lamps
Night Stand
Recliner, Worn- No Value
Sofa, Worn- No Value
Magazine Rack
End Stand
Chippendale Walnut Slant Lid Desk
Antique- Ca 1760-1770
Cane Seat Chair
Barometer
KITCHEN
Dropleaf Table, Antique- Hepplewhite
Mirror
CAne Seat Chairs (2)
Ladder Back Chair
Hutch
Stand, 1 Drawer
Candle Sticks, Glass
Clock
Kitchen Wares
Small Appliances
Pots, Pans
Flatware
Dishes, Everyday
Knick Knacks
~
$ 50.00
60.00
30.00
35.00
5.00
20.00
30.00
85.00
10.00
18.00
40.00
150.00
30.00
15.00
10.00
30.00
o
o
10.00
5.00
3000.00
30.00
65.00
325.00
30.00
50.00
10.00
50.00
45.00
20.00
5.00
30.00
15.00
20.00
10.00
10.00
30.00
PAGE 3
HALL CLOSET
Small Vacuum
Housewares
Guitar
BEDROOM
Chest of Drawers- Sheraton Transitional
Ca 1830
Linen Press Cabinet, Pine- Circa 1830
Storage Chest
Floor Lamp
Bed
Night stand
Upholstered Chair - No Value
Key Board
Linens
Records
BEDROOM
-.--------
Bedroom set
Night Stand
Rush Seat Chairs (2)
Computer systems
File Cabinet
Fan
Lamps
Wall Hangings
Office Supplies
Clock
TOTAL
'-.>-.
$ 10.00
10.00
60.00
400.00
400.00
25.00
15.00
20.00
15.00
o
5.00
30.00
10.00
200.00
20.00
45.00
250.00
10.00
10.00
5.00
10.00
10.00
15.00
$5953.00
r-Q
William G. Rowe
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
FILE NUMBER
McLaughlin, Philip V. D.
21-01-0653
C.
(All property iointly...owned with Right ofSurvivQrshin must be disclosed on Schedule F)
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Expenses:
I Lamm & Witman, Wernersville, PA $6,574.78
2 Memorial Headstone and interment fee $1,382.50
3 Casket Flowers $280.90
4 Funeral Reception $904.40
Administrative Costs:
I Personal Representive Commissions
Social Security Number of Personal Representative:
2 Attorney fees to Andrews & Johnson $3,000.00
3 Family Exemption
Claimant Relationship:
Address of Claimant at decedent's death:
Street:
City: State & Zip
4 Probate Fees to Register of Wills $325.00
Miscellaneous Expenses:
I Bank charges for checks $7.75
2 Cumberland Law Journal - advertising $75.00
3 The Sentinel - advertising $103.55
4 Dr. William K. Natale, Autopsey fee $1,500.00
5 United Church of Christ Home - rent for July $657.73
6 Pat Rosendale, CPA - fiduciary income tax returns $400.00
7
8
9
10
11
12
13
14
15
16
17
18
TOTAL (also on line 9, Recapitulation) $15,211.61
A.
B.
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
FILE NUMBER
McLaughlin, Philip V. D.
21-01-0653
ITEM DESCRIPTION
NUMBER
AMOUNT
1 University of Pennsylvania Hospital - Hospital Bill
$40.00
2 First USA - Visa account
$941.96
3 Sprint - phone bill
$124.54
4
TOTAL (also on line 10. Recapitulation)
$1,107
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
hl'
McLaUlll III Philip V. D. 21-01-0653
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER OF ESTATE
I Philip V. D, McLaugWin, Jr. Son 1/3
2 Sharon M. Galbraith Daughter 1/3
3 Barbara M, Harpel Daughter 1/3
4
ITEM NAME AND ADDRESS OF BENEFICIARY
NUMBER
AMOUNT OR SHARE
OF ESTATE
B. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enteron line 13, Recapitulation)
$0
'$
:j
"'"
~
'"
~
~
~
LAST WILL AND TESTAMENT
OF
PHILIP V.D. McLAUGHLIN
I, PHILIP V.D. McLAUGHLIN, a resident of the Borough of Carlisle, County of
Cumberland and Commonwealth of Pennsylvania, being of sound mind, do hereby make my
Last Will and Testament, and revoke all Wills by me at any time heretofore made.
FIRST:
I order and direct the prompt payment of my funeral expenses and just
debts.
SECOND: I give and bequeath the sum of ONE THOUSAND ($1,000.00)
DOLLARS to RUTGERS UNIVERSITY.
THIRD:
I give and bequeath any armor, guns, etc., to my son, PHILIP V.D.
McLAUGHLIN, JR.
FOURTH: I give, devise and bequeath all the rest, residue and remainder of my
estate, real and personal, in three (3) equal shares among my children, or their issue per stirpes as
follows:
(A) ONE (I) share to my son, PHILIP V.D. McLAUGHLIN, JR.
(B) ONE (I) share to my daughter, SHARON M. GALBRAITH.
(C) ONE (I) share to my daughter, BARBARA M. HARPEL.
-~
~
~
"
~
~
In the event a child predeceases me leaving no issue, said share shall be divided between
the remaining legatees.
FIFTH:
I nominate, constitute and appoint my son, PHILIP V. D.
McLAUGHLIN, JR. and my daughter, SHARON M. GALBRAITH, Co-Executors ofthis my
Last Will and Testament. If either shall fail to qualify or cease to act as Co-Executor, I direct
that other shall continue as sole Executor or Execturix.
I direct that my Executor in addition to and not in limitation of any authority given to her
by law, shall have the following powers:
(A) For the payment of debts or for any purpose of administration or
distribution, power to sell, mortgage, lease any and all of my real estate, selling at public or
private sale, for such prices and upon such terms as to cash and credit as she may deem best, and
to grant and convey good and sufficient title.
(B) To retain all personal property for distribution in kind, or in their
discretion to convert the same into cash, to invest and reinvest in other stocks, bonds, and
investments, without being confined to what are known as "legal investments".
(C) I direct that no bond or security whatsoever shall be required of my
Executor.
SIXTH:
I direct that all estate, inheritance and succession taxes shall be paid out of
the principal of my general estate to the same effect as if said taxes were expenses of
administration, and all devises and gifts of principal and income made by this Will, or by any
Codicil hereto, shall be free and clear thereof.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament, consisting of three (3) pages, this 2.'7day of September, 1999.
tqtir 1P~~J-f~~.
(SEAL)
Philip V. D. McLaughlin
Signed, sealed, published and declared by PHILIP V.D. McLAUGHLIN, the above
named Testator, as and for his Last Will and Testament, in the presence of us, who at his request
and in his presence and in the presence of each other, all be.
hereunto s bscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
,J WE, PHILIP V.D. McLAUGHLIN, TAYLOR P. ANDREWS, and
~\tI-l4aO N\ U off, the Testator and witnesses, respectively, whose names are
signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator signed and executed the instrument as and for his Last
Will and Testament and that he signed willingly and that he executed as his free and voluntary
act for the purposes therein expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge the
Testator was at the time eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence.
it! I1A ~~
, ltn s
Subscribed, sworn to and acknowledged before me by Philip V.D. McLaughlin, the
Testator, and subscribed to and sworn or affirmed to before me by TAYLOR P. ANDREWS
and ?-~-e~ ~UA-f'f' , witnesses, this el, day of September, 1999.
'ii:g~~~ (SFAL)
NOTARIAL SEAL
SHEllY SEXTON. NOTARY PUBLIC
CARLISLE BORO, CUMBERlAND COUNTY
MY COMMISSION EXPIRES APRIL 26, 2003
Member, I'Innsylvenia Association of Notanes
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 5/07/2003
MCLAUGHLIN PHILIP V D JR
212 PHOENIXVILLE PIKE
MALVERN, PA 19355-1126
RE: Estate of MCLAUGHLIN PHILIP V D
File Number: 2001-00653
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 6/30/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:
J File
Counsel
Judge
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
Ph~ I", 9 V D IY1C ~~l \\.,
~~e, 301 ~oo )
Bv
()J(
Date of Death:
Will No.:
~\~O\- ()~53
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 ofthe above-captioned estate:
1. Stat~ether administration of the estate is complete:
Yes 1f\ No 0
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 ~resentative file a final account with the Court?
Yes_ No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal~resentative state an account informally to the parties
in interest? Yes JAJ. No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with Clerk ofthe Orphans' Court
and may be attached to this repo
Date: 5:-(1-fP
ure
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Address
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Telephone No.
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~ Counsel for personal representative
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