HomeMy WebLinkAbout01-0659
Ruth L. McLaughlin
Estate of
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~\ -D\- Co~l=J
No.
To:
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 167 -34-6 745 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age <3l olds.r ~the1~g)utors
in the last will of the above decedent, dated prJ.. ,
and coft~~I~slpatj~ (), fV{t l-Qv5 ~ I, V\ eLl <2d
::::TuV\€ 3c'.
,
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named
, 19_
1M:
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Cumberland
Decendent was domiciled at death in County, Pennsylvania, with
her: last family or principal residence at 1666 West South Street, Carlisle, PA 17613
(list street, number and muncipality)
Decendent, then 89 years of age, died
~ Sarah Todd Memorial Home
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
July 5
~ 2601
, ,
r1(/t
d.-2-..s:-c<1O
$,
$
$
$
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully rewest~w the probate of the last will and codicil(s)
presented herewith and the grant of letters tes am tary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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212 Phoenixville Pike
Malvern, PA 19355-117.0
~ \J~I1.I.'t1{ in, (~~VJ((;-t
Sharon M. Galbraith
224 Garland Drive
CRrlislB, PA 17@11
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TH OF PENNSYLVANIA 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 petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer t e estate according to law.
Sworn to or affirmed and subscribed
t?efore me this 12TH day of
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No. 21 - 01 - 659
Estate of
~Hth ~. McLaughlin
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUL Y . 13 ~ 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 April 16, 1997
described therein be admitted to probate and filed of record as the last will of
Ruth L. McLaughlin
and Letters Testamentary
Ph'ln,p V D McLaugh11n Jr. and Sharon M. Galbraith
are hereby granted to ..:.. ~ .. . ,
~@.!!t~?(Jm~.
MARY CLEWIS
FEES
Probate, Letters, Etc. .........
Short Certificates( 5) . . . . . . . . . .
Renunciation ................
X-Pages
JCP
$ 60.00
$ 15.00
$
$ 9.00
5.00
TOTAL - $ 89.00
Filed ...... y~~.X .1 ~.,. . ?9P.1. . . . . . . . . . . . . .
ATTORNEY (Sup. Ct. 1.0. No.)
Taylor P. Andrews, Esq. 15641
78 West Pomfret Street
Carlisle, PA A9D~
(717) 243-0123
PHONE
~
Letters put in attorneys file in Prothy. on 7-13-01
H10'i.80'i REV 9186
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.
p
7616855
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(J"p~~~VA2L
Fee for (his cerrificate, $2.00
Local Registrar
JUl
1 2001
No.
Date
fIl05....jn(tY.2/87
COMMONWEAUU OF PENNSYLVANIA. . DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
4T
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K
NAME OF,DEaDENT If.... Middle. lalll
I.
AGE (1."__
SEx
SWE FflE NUUBER
SOCIAL SECURITY UtJUDER
Ruth L.. McLaughlin
.. 167 - 34
- 0745
D4TE Of DEAtH..Mcnlh. 0..,. 'Auf!
.. July 5, 2001
UNOER , YEAA
........ Da..
lllRnlP\JoCE lC'lY....
State Of Fatlle)n Ccunltvl
=....10
~I
89 Yo>.
COUNTY OF DEArH
RACE .~JIIIncIan. Blick. WhIt.. "c.
fSooc"'1
...
Carlisle; PA
White
. .... Cumberland
DECEDENT'S USUAl. OCCtJf'jQ'JOH
. _~&:.":r=:r
. .. Homemaker ,Own
DECEIlENT"SIIAIlINO_B8(SO"'~, _.l'..Codol
1000 West South St.
,.. Carlisle, PA 17013
fRlIER'S_lfIr.. _Loti)
'0.
17.. ..
PA
MARITAl. swus. u.m.d
Ne."... Uarcie4.~.
OMwced (Speclfyt
... Widowed
....0 ....._......
SUAVlV1NO BI'OUSI!
11.... ~ fNodM name)
Home'
DECEDEHrS
ACTUAL
SlDENCE
-
on ClINr sidtI
M9 DEceDENT EVER IN
U.S. ARUEOF~S?
....0 ""IX!
,~.
DId
-
......
Cumberland -' t1d.alI :::"'-=::..
UOTHER'S NAUE (F.... MiddI. UaldtnSurl'lGlNl
-
Carlisle
_.
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"'OI)UAHTS "'''''ll_
Ok
IlETHOOOF IllSl'OSITlON
O _all C....-O
......... ou..._
. f
Charles William Landis
Philip V.D.
Evans
",,"-_Sl...o
Inc.
PART It: 0Iher liQnillcanl concIlIionIconuibul:lng lOde..,.. buI
nac ~ III tM undeftwIna cauM ~.. PART I.
1>~1~
E
0Utt 10\011 AS ACONSEOUEIG OIl
DATE Of lNJt!lIy
(MonIh. Day, 'tear)
~ Homlddo 0
fA kdd..I 0 P_'............ 0 IA.
.... 1l6. No v.. 0 No SuIdde 0 Could naI bII_ermirtild 0 plACe OF INJURY. AI hc:NM. 'arm, II,.... faclDIY. ollbli
r -'-._1
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C1ERT_lO*""""'",,",
.CElITIfVIIG PMYSICtAK~~ c-...d""llIIIhetl.anolhet physIc;<an ha$Pfonouneed death afl(l eamplellId"em 23)
To........of...,tno.w....~...DCCurNd.......llautl~.).nd....nn.'...taled........................... ......................-...
WERE AU10PSY flNDlNOS
_lAIIlE PRlDR 10
COIAI'lETJOH Of CAUSE
OF 0ERIt'I
_ROODE......
'IUE Of INJURY
fNJUR'f R WORk?
DESCRIBE HOW INJURY OCCURRED.
-..
_ 0 NoD
'PRONO\INCING AND CERTIPYINO PtfYSIClA.. rPhysicenbolh pI~ de..... .andcet1/fylf'lg IO~ DI dealh'
To"" bftt of...y 1Inowted,.. ..thOCCUl'~ .t.............nd pI_e, ........eo...c.u..(.) and rn.n,,!~.. ~_~.~~.. .~~. .:~....; ;,............
.!ltDICAL EXA"INERlCDRDNER
On the bdJI, 0' ...mlnatlon anellOI' tnv.,''VaUon. In my oplnlOn. de.tIt occurred at 'he ""'.. "a'., and piau. and due 10 the cauteC') and
mann.a....tM.,.,.........................................-.................................. -.................
Jt..
REG>. ~'S SIGNATURE AItD N\lIoI8ER W
~' ,~ l}). ~fl..
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DATE fILED lM_. Day. 'Ieall
... :Je; ~y C:. l :< '-" 0 I
DONAlD J. KOVACS. MD
ytl:)w 8I'eiKMI FanItt Prldee C..,ter
lJl8lu111own Rd.,1loIOlg SptIgo. PA "001._
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3/1/97
LAST WILL AND TESTAMENT
OF
RUTH L. McLAUGHLIN
I, RUTH L. McLAUGHLIN, a resident of the Township of
Lower Heidelberg, County of Berks 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 DOUGLASS COLLEGE of RUTGERS UNIVERSITY.
THIRD: I give, devise and bequeath all the rest, residue
and remainder of my estate, real and personal, to my husband,
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PHILIP V.D. McLAUGHLIN, conditioned however, that in the event of !
his death in my lifetime, or in the event of our simultaneous deat~s
or in the event of his death within the period of thirty (30) daysl
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after my death, the said devise and bequest of residue shall I
lapse or be divested and in either event, I then give, devise
and bequeath the residue of my estate, real and personal, in
stirpes, as follows:
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, MCLAUGHLINi
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three (3) equal shares among my children, or their issue per
(A)
ONE (1) share to my son, PHILIP V.D.
JR.
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SHARON M. GALBRAItrH
BARBARA M. HARPELI.
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PHILIP V.D. McLAUGHLIN, be living at the expiration of thirty (30)1
(B)
(C)
ONE (1) share to my daughter,
ONE (1) share to my daughter,
In the event a child predeceases me leaving no issue,
said share shall be divided between the remaining legatees.
I declare it to be my intention that should my husband,
days from the date of my death, the estate hereby devised and
bequeathed to him shall vest in him absolutely and in fee
simple, free of all conditions. I authorize my Executor to pay
out of the income or principal of my estate, reasonable amounts
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for the support and maintenance of my husband, and as well the
reasonable expenses of his funeral and gravestone, should he die
within said period of thirty (30) days.
FOURTH: I nominate, constitute and appoint my husband, I
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PHILIP V.D. McLAUGHLIN, Executor of this my Last Will and Testamenk.
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In the event he predeceases me or is unable to serve, then I i
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nominate, constitute and appoint my son, PHILIP V.D. McLAUGHLIN I
JR. and my daughter, SHARON M. GALBRAITH, Executors of this my
Last Will and Testament.
I direct that my Executor in addition to and not in
limitation of any authority given to him 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 he
may deem best, and to grant and convey good and sufficient title. I
(B) To retain all personal property for distributio~
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in kind, or in his 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.
FIFTH: 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.
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to this my Last Will and Testament, consisting of four (4)
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pages, this ,,, - day of ~
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( SEA~)
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IN WITNESS WHEREOF, I have hereunto set ~y hand and seal
, 1997.
~-di /1;'/~
Ruth L. McLaughlin
Signed, sealed, published and declared by RUTH L.
McLAUGHLIN, the above named Testator, as and for her Last Will
and Testament, in the presence of us, who at her request and in
her presence and in the presence of each other, all being
present at the same time, have hereunto subscribed our names
as witnesses.
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tlrne 10. V; lie, //1..
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residing at
residing at
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COMMONWEALTH OF PENNSYLVANIA:
:ss
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Testator and the witnesses, I
to the attached or foregoing I
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COUNTY OF BERKS
We, RUTH L. McLAUGHLIN, and ~/)/?e~ C. \..J!J7t.J2.5
andVaJU kdW')9 VlJlJ(~ ' the
respectively, whose names are signed
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the Testator 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 Testator, signed the Will as
witnesses and that to the best of their knowledge the Testator
was at the time eighteen years of age or older, of sound mind
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and under no constraint or undue influence.
Te~l JJ;eJ ()p/~
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Wl.tness
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Wl. ness \' "
Subscribed, sworn to and acknowledged before me by RUTH
McLAUGHLIN, the Testator,
!1efineflt f.0ffl..:5
witnesses, this )LP~ day
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and subscribed and sworn to before
and --.Jail La:lw;9 MrlLy
of QIJrj J , 1997.
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.JdJnVJ ~. .~
Notary Public
( SEAL)!
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DE80RAHNLOTARIAL SEAL
. GROFF N
W.rne,sville lor Be otory Public
M C 0, rks County ..
y om mission Ex . , r-A
P"es July 20, 2000
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CERTIFICATION OF NOTICE UNDER RULES 5.6(a)
Name of Decedent:
Ruth L. McLaughlin
Date of Death:
July 5, 2001
Will No:
21-01-0659
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 17,2001:
Philip V.D. McLaughlin, Jr.
212 Phoenixville Pike
Malvern, P A 19355
Sharon M. Galbraith
224 Garland Drive
Carlisle, P A 17013
Barbara M. Harpel
2824 Glen Gary Drive
Richmond, VA 23233
Date: July 17,2001
e .6(a) except: No exceptions.
Notice has now been given to all persons entitled
Taylor P. Andrews, Esquire
78 West Pomfret Street
Carlisle, P A 17013
Phone: 717-243-0123
Capacity: Counsel for personal representatives
i 1..,- ').~'3 - 7
C/
OFFICIAL USE ONLY
REV -1500 INHERITANCE FILE NUMBER
TAX RETURN RESIDENT DECEDENT 21 01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
280601 HARRISBURG, PA 17128-0801
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COUNTY CODE
YEAR
NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
McLau hlin, Ruth L.
DATE OF DEATH (MM-DD-YY)
7/5/2001
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
N/A
SOCIAL SECURITY NUMBER
167-34-0745
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-YY)
8/3/1911
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1. Original Return 0 2. Supplemental Return
4. Limited Estate 0 4a. Future interest Compromise
6. Decedent Died Testate 0 7. Decedent had Living Trust
o 3. Remainder Return
o 5. Fed. Est. Tax Return Req'd
_0_8. Total number of SOB's
COMPLETE MAILING ADDRESS:
NAME:
Taylor P. Andrews, Esquire
FIRM NAME:
Andrews & Johnson
TELEPHONE NUMBER
717243.0123
Taylor ~ Andrews, Esq.
Andre~~'Joh~n ::;:)
78 W. ~fret st-'
Carlisle; PA 170
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(1)
(2)
(3)
(4)
(5)
(6)
$0.00
$0.00
OFFt&lAL USE ONLY
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or SolewPrap.
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.
8. 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&10)
12. Net Value of Estate (Une 8 minus Une 11)
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 (Une 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Arnnt of Une 14 taxable at the spousal rate,
or transfers under Soo.9116(0)(1.2)
16. Amount of Une 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 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
-0
$0.00
$7,572.04
$0.00
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(7)
(9)
(10)
($107.656.10
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(15)
(16)
(17)
(18)
(19)
$0.00
$0.00
$0.00
$0.00
$0.00
$0
$0
$0
x.o_
x.045
x.12
x.15
"::"'#HWWW~MUt.:F~:;;~g~Wi
Decedent's Complete Address:
STREET ADDRESS
1000 W. South SI.
CITY STATE ZIP
Carlisle PA 17013
A. Enter the interest on the tax dUe.
6. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
~'tl%:mffi.'%1@Wlli1&'1.@imt$?"t.-:~M~&%..qmMm$;l%~MtM@M~1t'ffi_li.~mmoomt@tnM~<[millWti[#hlMitWmfMJWiilimMt1@.jMMMtWfMfMtkM&,%W:U
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and yes
Tax Payments and Credits:
1. Tax Due
2. Cred~slPayments
A. Spousal Poverty Credit
8. Prior Payments
C. Discounts
(1)
Total Credits (A+B+C)
(2)
3. interesUPenal1y if applicable
D. Interest
E. Penalty
4.
TotallnterestlPentalty (D+E)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
(4)
5.
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
(5A)
(56)
a. retain the U$e or ir.come of the property transferred
b retain the right to designate who shall use the property transerred or its income:
c. retain 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 Old decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary disignation?
CJ
CJ
CJ
CJ
CJ
CJ
CJ
$0.00
$0.00
$0.00
$0.00
no
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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 retum, including accompanying schedules and statements, and to the best of my k~e0ge ana belie"!, \l is llue, COllect and
complete.
rlis ,PA 17013; 212 Phoenixville Pike, Malvem. PA 19355
ESENTAT1VE
W. Pomfret St., Carlisle, PA 17013
DATEm/oz-
DATE
.3 i( dL
;JfM~M1Hililltm1Mlti1JtMk4MN4'f&fhNJ~mtWltlM~Nt1.t1wl~M~~tWJMtm1:M~mMft0~~#}#t41~~~~MMttt~t~~\1&1Mdfgt1~t%it~\1H~tit*~~ttdt1i
For dates of deatn on or after July 1, 1994 and betore January 1, 1995, the 18)\ lale imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72P,S Sec.
9118(a)(1.1)(I)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the survivin9 spouse is 0% [72 P.S. See, 9118(s)(1.1)(ii)]
The statute does not exempt a lransferto 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 talc: rate imposed on the net value of transfefSo from 'a oeseased wild twenty-one years of age or younger at deatn to or for the use of a natural parent, an adoptiVe parent,
or a stepparent of the child is 0% [72 P.S, Sec. 9118(3)(1,2)J
The tax rate imposed on the net value of transfers to or for the use of the decetlenrs lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec, 9118(1.2) (72 P.S. Sec.9118(a)(1).
The tax rate imposetl on the net value of transfers to or for the use of the decedenfs siblings is 12% [72 P,S, Sec.9116(a)(1.3)} A sibling is defined, under Section g102, as an
individual who has at least one parent in common witl1 the decedent, whether by blood or adoption
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANIOUS PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
McLaughlin, Ruth L.
(All property jointly~owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION
NUMBER
21-01-0659
VALUE AT DATE
OF DEATH
1
Members 1st Account 184328-00, savings
$286.55
2
Members 1st Account 184328-11, checking
$1,120.19
3
BClBS refund ck
$212.30
4
Tangible personal property [as per attached appraisal]
$5,953.00
5
6
TOTAL (also on line 5, Recapitulation)
$7,572.04
LINDEN HALL ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE. PA 17013
711.249.1978
July 18, 2001
TO: Taylor P. Andrews
Attorney At Law
78 West Pomfret St.
Carlisle, Pa. 17013
FROM: William G. Rowe- Appraiser
211 Old Stone House Road
Carlisle, Pa. 17013
RE: 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
$ 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
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
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
0>
PAGE 3
~ 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
~Q
William G. Rowe
Membersl."
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P.O. BOX 40
MECHANICSBURG. PA 17055
I -800-283-2328 or (717) 697-1161
August 27,2001
Taylor P. Andrews
Andrews & Johnson
78 W. Pomfret Street
Carlisle, P A 17013
RE: Estate of Ruth L. McLaughlin
SSIN 167-34-0745
Dear Mr. Andrews,
Enclosed is the information requested in your letter of August 20, 2001 regarding the
accounts held with Members 1" by Ruth McLaughlin.
Please do not hesitate to contact me at 795-5131 should you have any questions or require
additional information.
v~~
,&j;,u
Denise A. Anders
Insurance Products Supervisor
Enclosure
Membersl.O
FEDERAL CREDIT UNION
INSURANCE DEPARTMENT
5000 LOUISE DRIVE
P. O. BOX 40
MECHANICSBURG, PA 17055
1-800-283-2328 or (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
184328-00
OS/24/1999
$286.55
$,08
$286,63
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
184328-11
OS/24/1999
$1,120,19
$.00
$1,120.19
None
"frERS I' VITUNlON
4l~~
Insurance Products Supervisor
August 27, 2001
Estate of: RUTH L. MCLAUGHLIN
Date of Death: 07/0512001
Social Security Number: 167-34-0745
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
FILE NUMBER
McLaughlin, Ruth L.
21-01-0659
A.
(All property iointly.owned with Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Expenses:
I Lamm & Witman, Wernersville, PA $6,720.36
2 Memorial Headstone and interment fee $1,382.50
3 Casket Flowers $241.68
4 Funeral Reception $793.60
Administrative Costs:
I Personal Representive Commissions
Social Security Number ofPersonai Representative:
2 Attorney fees to Andrews & Johnson $2,000.00
3 Family Exemption
Claimant Relationship:
Address of Claimant at decedent's death:
Street:
City: State & Zip
4 Probate Fees to Register of Wills $150.00
Miscellaneons Expenses:
I Linden Hall Antiques - appraisal $85.00
2 Bank charges for checks $7.70
3 The Sentinai - advertising $103.55
4 The Cumberland Law Journal - advertising $75.00
5
6
7
8
9
10
II
12
13
14
15
16
17
TOTAL (also on line 9, Recapitulation) $11,559.39
B.
C.
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
FILE NUMBER
McLau~h1in, Ruth L.
21-01-0659
ITEM DESCRIPTION
NUMBER
AMOUNT
I DPW Class 3 claim
$29,722.68
2 DPW Class 6 claim
$73,946.07
TOTAL (also on line 10, Recapitulation)
$103,669
SCHEDULEJ
BENEFICIARIES
ESTATE OF
FILE NUMBER
M L hi' R h L
21 01 0659
c augr In ut - -
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER OF ESTATE
I Philip V. D. McLaugWin, Ir. 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 CHARlT ABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation)
$0
LAST WILL AND TESTAMENT
OF
RUTH L. McLAUGHLIN
~~.
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I, RUTH L. McLAUGHLIN, a resident of the Township of
Lower Heidelberg, County of Berks 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 DOUGLASS COLLEGE of RUTGERS UNIVERSITY.
THIRD: I give, devise and oequeath all the rest, residue
and remainder of my estate, real and personal, to my husband,
PHILIP V.D. McLAUGHLIN, conditioned however, that in the event of
his death in my lifetime, or in the event of our simultaneous deat
or in the event of his death within the period of thirty (30) days
after my death, the said devise and bequest of residue shall
I
r lapse or be divested and in either event, I then give, devise
I
I and bequeath the residue of my estate, real and personal, in
I three (3) equal shares among my children, or their issue per
Ii stirpes, as follows:
Ii JR. (A) ONE (1) share to my son, PHILIP V.D.. MCLAUGHLINI
I! I
(B) ONE (1) share to my daughter, SHARON M. GALBRAI
(C) ONE (1) share to my daughter, BARBARA M. HARPEL.
In the event a child predeceases me leaving no issue,
said share shall be divided bebNeen the remaining legatees.
I declare it to be my intention that should my husband,
PHILIP V.D. McLAUGHLIN, be living at the expiration of thirty (30)
days from the date of my death, the estate hereby devised and
bequeathed to him shall vest in him absolutely and in fee
simple, free of all conditions.' I authorize my Executor to pay
out of the income or principal of my estate, reasonable amounts
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for the support and maintenance of my husband, and as well the
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FOURTH: I nominate, constitute and appoint my husband, I
PHILIP V.D. McLAUGHLIN, Executor of this my Last Will and Testameni'
In the event he predeceases me or is unable to serve, then I
nominate, constitute and appoint my son, PHILIP V.D. McLAUGHLIN
reasonable expenses of his funeral and gravestone, should he die
within said period of thirty (30) days.
JR. and my daughter, SHARON M. GALBRAITH, Executors of this my
Last Will and Testament.
I direct that my Executor in addition to and not in
limitation of any authority given to him by law, shall have the
following powers:
(A)
For th,e payment of debts or for any purpose of
administration or distrihution, 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 he
may deem best, and to grant and convey good and sufficient title.
(B) To retain all personal property for distributio
Ii in kind, or in his discretion to convert the same into cash, to
II
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invest and reinvest in other stocks, bonds and investments,
without being confined to what are known as Illegal investments".
(e)
I direct that no bond or security whatsoever
shall be required of my Executor.
FIFTH: 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.
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IN WITNESS WHEREOF, I have hereunto set ~y hand and seal
Last Will and Testament, consisting of four
I~ day of _~ ,1997.
~di /J;I/~
Ruth L. McLaughlin
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Ii McLAUGHLIN, the above named Testator, as and for her Last Will
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Signed, sealed, published and declared by RUTH L.
and Testament, in the presence of us, who at her request and in
her presence and in the presence of each other, all being
present at the same time, have hereunto subscribed our names
as witnesses.
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residing at
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i COMMONWEALTH OF PENNSYLVANIA,
:55
COUNTY OF BERKS
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II We, RUTH L. McLAUGHLIN, and I(" nne.Jh f.0/J71.J!5
Ii andJO U 1.Lrlw'}9 YlJ{)(Lv.j ,the Testator and the witnesses,
Ii respectively t whose names are signed to the attached or foregoing
Ii
IJ instrument. being first duly sworn, do hereby declare to the
I
I undersigned authority that the Testator 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 Testator, signed the Will as
witnesses and that to the best of their knowledge the Testator
WaS at the time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
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Testator
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Subscribed, sworn to and acknowledged before me by RUTH L.I
McLAUGHLIN, the Testator, and subscribed and sworn to before me
fl;t>nne.Jh f.JtlI.A'5
witnesses, this )~~
and .Ja.u /.n.dwi9 hi1rby
of () ()r;) , 1997.
,
day
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Notary Public
(SEAL)j
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DEIIOlllA,k NLOTAaIAl SfA.l
GltQff No
W"O\el'lvlll. 10 .. tory Pl.Io/ic
M)' COfrlmj~ ;0', It, cc)l.I"ty, PA
'lP".s Jl.Il)' 20, 700(1
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~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
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 S JOHNSON
78 W POMFRET ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-06-2002
MCLAUGHLIN
07-05-2001
21 01-0659
CUMBERLAND
101
f'jl\Y 10
., 4
'*
KEV-15~7 EX AFP [Dl-DZI
RUTH
L
1..,' ,
~tlY1tO 13
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 ~
ii"fv:is4j-ix-AFP-('oI::ozY-NOTici--OF-YtiHEifiTANCE-TAX-APPRjrisEi.fiNT~--AL'rOWAi'-CE-(rR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCLAUGHLIN RUTH L FILE NO. 21 01-0659 ACN 101 DATE 05-06-2002
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. AlIOunt 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. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
7.572.04
.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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
11,559.39
103.668.75
(11)
(12)
(13)
(14)
NOTE:
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forll with your
tax payment.
7,572.04
115.228 14
107,656.10-
.00
107,656.10-
(19)=
.00
.00
.00
.00
.00
TAX CRI!.DITS:
.~ .~_. . {+J AHOUNT 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
- -. -... ....TnN 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.)
IN RE:
ESTATE OF RUTH L. McLAUGHLIN
DECEASED
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 2001-00659
FIRST AND FINAL ACCOUNT OF PHILIP V. D. McLAUGHLIN, JR AND SHARON M. GALBRAITH
CO-EXECUTORS OF THE ESTATE OF RUTH L. McLAUGHLIN
LATE OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA
Date of death:
Letters Granted:
Advertisement of Letters:
The Sentinal:
Cumbo Law Journal:
ACCOUNT STATED AS FINAL
July 5, 2001
July 13, 2001
August 31, September 7, and 14, 2001
August 31, September 7, and 14,2001
Purpose of Account: The Co-Executors offer this account to inform interested parties
of the transactions that have occured during this administration. It is important that the Account be
carefully examined. Requests for additional information or questions or objections can be discussed
with: Taylor P. Andrews, Esq. 78 W. Pomfret St., Carlisle, Pa. 17013. Phone 717-243-0123
PRINCIPAL
Receipts
Less Disbursements
Balance Before Distributions
Distributions to Beneficiaries
Principal Balance Remaining
SUMMARY & INDEX
Page No.
2
3
3
$7,572.04
$11,391.76
($3,819.72)
$0.00
($3,819.72)
INCOME
Receipts
Less Disbursements
Balance Before Distributions
Distributions to Beneficiaries
Income Balance Remaining
4
$0.00
$0.00
$0.00
$0.00
4
4
$0.00
COMBINED BALANCE REMAINING
($3,819.72) *
Page 1
5/7/02
PRINCIPAL DISBURSEMENTS
Lamm & Witman Funeral Home, Wemersville, PA
Memorial Headstone and interment fee
Flowers and funeral reception
Bank charge for checks
Linden Hall antiques - personal property appraisal
The Sentinel - legal advertisement
The Cumberland Law Journal - legal advertisement
Register of Wills - probate fee
Register of Wills - filing fee for Inheritance tax return
Andrews & Johnson - legal fee
Reserve for filing Accounting
Unpaid Claims:
DPW Class 3 claim
DPW Class 6 claim
TOTAL DISBURSEMENTS OF PRINCIPAL
DISTRIBUTIONS TO BENEFICIARIES
None
TOTAL DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
Page 3
$29,722.68
$73,946.07
Amount
$6,720.36
$1,382.50
$793.60
$7.75
$85.00
$103.55
$75.00
$89.00
$10.00
$2,000.00
$125.00
$11,391.76
$0.00
5/2/02
INCOME RECEIPTS
None
Total Receipts of Income
$0.00
INCOME DISBURSEMENTS
None
Total Disbursements of Income to Beneficiaries $0.00
/!4M ~
PHILIP V. D. McLAUGHLIN, JR.
,"(Ji{fII:1L 1Yl c.,JJh~!JJ
SHARON M. GALBRAITH
Page 4
5/2/02
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SHARON M. GALBRAITH,being duly sworn according to law, deposes and says the Account
as stated is true and correct, and that the Grant of Letters and the advertisement thereof
occurred more than four (4) months before the filing of the Account.
,~An~ 11, (Jic:'fff)
Sharon M. Galbraith
Sworn and subscribed to before me
this _ day of , 2002
/O-/lt ellAI' ~/ Plar ;2CCJ;1
r;p
NOTARIAL SEAL
SHELLY SEXTON. NOTARY PUBLIC
CARLISLE BORO, CUMBERLAND COUNTY
MY COMMISSION EXPIRES AP~IL 26, 200~
Member, Pennsylvan~s~atlon of Notanes
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF b { Lftv.-VHZL )
PHILIP V. D. McLAUGHLIN, JR,being duly sworn according to law, deposes and says the Account
as stated is true and correct, and that the Grant of Letters and the advertisement thereof
occurred more than four (4) months before the filing of the Account.
p-4JA /lib ·
Philip V.D. McLaughlin, Jr.
Swor~~nd subscribed to before me
this $.!:! day 7!t~ 2002
~~--- Yh.{/2J)!J
Notarial Seal .
Susanna M. Reilly, Notary Public
Radnor Twp., Delaware County
My Commission Expires May 10, 2005
Member, PennsylVania AssOCiation of Notaries
Page 5
5/2/02
Cumberland County - Register Of Wills
Hanover and High Street
Carlislel PA 17013
Phone: (717) 240-6345
Date: 6/10/2003
MCLAUGHLIN PHILIP V D JR
212 PHOENIXVILLE PIKE
MALVERNI PA 19355-1126
RE: Estate of MCLAUGHLIN RUTH L
File Number: 2001-00659
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 I NO.
103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 11 19921 the personal representative or his counsell within two
(2) years of the decedent's deathl shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 7/05/2003
Your prompt attention to this matter will be appreciated.
Thank You.
SincerelYI
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: /File
Counsel
Judge
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Date of Death:
STATUS REPORT UNDER RULE 6.12
~A L /VlQ~(((4
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Name of Decedent:
Will No.:
;)C>O ( ~ OO<Q S?
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 ~ 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 representative file a final account with the Court?
Yes )( No 0
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 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the rk of the Orph ' Court
and may be attached to this report.
R r4cAJrw~
Date: ~~-(?-o>
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Capacity: Oyersonal Representative
IJ(tounsel for personal representative