HomeMy WebLinkAbout01-1133
Estate of To han no.. \!. Lu iLs 0 i-J
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~ \ - Ol- II 3-:!>
No.
To:
Register of Wills for the
, Deceased. County of in the
Social Security No. I q I - I 7, - LJ Lf-C1 '+ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or oldlfr an the execut
in the last will of the above decedent, dated () ( :t:Q be (" ,.g ~
and codicil(s) dated
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CJ.. UY\ bet(" l O.J/\.~ Coun,ty, Penn, sylvania, with
h last family or principal residence at C h Off' i Po I Il+e. O+- C.L-Lf l\ ~, ~ ,_
(list street, number and muncipality)
Decendent, then 1 2 years of age, died D( c e rY\ bt r b , it ZOD I ,
at Co-y (.15 te.. H 06~1 +-fL I
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:
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 request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 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 the estate according to law.
Sworn to or affirmed and subscribed
before me this . 13TH day of
:~M ' >>~
'1. . 11.JT.D M.J.... .
M Rye L E W IS ' Register
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No. 21 - 01 - 1133
Estate of
JOHANNA V ~JILSON
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW DECEMBER J3~ _ )oL20ill. :n (,:r:~ici,=r:1liun (
the reverse side hereof, satisfactory proof having been presented before me,
lT IS DECREED that the instrument(s) dated OCTOBER 22, 1991
described therein be admitted to probate and filed of record as the last will of
JOHANNA V WILSON
IESIAMENTARY
BARTLEY JAMES WILSON
,'!':
and Letters
are hereby granted to
MARY CLEWIS
FEES
Probate, Letters, Etc. ......... $
Short Certificates( ?) . . . . . . . . ., $
................ $
6.00
$
1).00
TOTAL _ $ ~i:; 00
Filed ..... .Q~~.E.M~~~. .1),. ?QQJ. . . . . . . . .
18.00
6.00
ATTORNEY (Sup. Ct. !.D. :-lo.)
\e~~~~Sion
JCP
ADDRESS
PHONE
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Mailed letters to Executor on 12-14-01
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ifiast mill anb (!testament
of
JOHANNA v. WILSON
I, JOHANNA V. WILSON, of 112 Winchester Gardens, Carlisle,
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 any and all other wills and codicils heretofore made by
me.
FIRST. I direct that all my just debts and funeral
expenses be paid from my estate as soon after my death as
practically and conveniently may be done.
SECOND. I direct that my remains be interred in Cumberland
Valley Memorial Gardens.
THIRD. I authorize my personal representative to expend
funds from my estate, in such amounts as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
FOURTH. I give, devise and bequeath any and all tangible
personal property owned by me at the time of my death unto my
son, Ronald L. Wilson, provided he survives me by thirty (30)
days. In the event he fails to survive me by thirty (30) days,
I give, devise and bequeath all said tangible personal property
unto rey grandson, Bartley James Wilson.
FIFTH.. I give, devise and bequeath any and all real estate
owned by me at the time of my death, unto my son, Ronald L.
Wilson, provided he survives me by thirty days. In the event he
fails to survive me by thirty (30) days, I give, devise and
bpCIuA~+:h aJ 1 s;=liCl. r-eRl Ast~te llnto my fJ":!:";:l!'V:'lsOl1.. Bartll?Y .T;::Im~s
Wilson.
SIXTH. I give, devise and bequeath all the rest, residue
and remainder of my estate unto my son, Ronald L. Wilson,
provided he survives me by thirty (30) days. In the event he
fails to survive me by thirty (30) days, I give, devise and
bequeath all the rest, residue and remainder of my estate unto
my grandson, Bartley James Wilson.
SEVENTH. I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my will or
otherwise, shall be paid out of the principal of my residuary
estate.
EIGHTH. I hereby nominate, constitute and appoint my son,
Ronald L. Wilson as Executor of this my Last Will and
Testament. In the event of renunciation, death, resignation or
....
"
inability to act for any reason whatsoever of my son, Ronald L.
Wilson, I nominate, constitute and appoint my grandson, Bartley
James Wilson, as Executor of this my Last Will and Testament.
I hereby relieve my Executor from the necessity of posting
security in connection with his duties, as such, in any
jurisdiction in which he may be called upon to act insofar as I
am able by law to do so. In addition to the powers conferred by
law, I authorize my Executor, in his absolute discretion, to
retain in the form received, and to sell either at public or
private sale any real or personal property owned by me at the
time of my death.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of two typewritten
pages this ,?::JtLJ day of~, 1991.
'1 0<'::+0 b~
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foJU't-~---1 ( L~/ A/{~
JOHANNA V. WILSON
v'
Signed, sealed, published and declared by the above named
Testatrix ;rOHANNA V. WILSON as and for her Last will and
Testament, in the presence of us, who, at her request, in her
sight and presence and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
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COMMONWEAI,TH OF PENNSYLVANIA:
ss.
COUNTY OF CUMBERLAND
I, JOHANNA V. WILSON, Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed. ~
~OHMrnAV. ~S~~
Sworn or affirmed to and
acknowledged before me, by
JOHANNA V. WILSON this ,;) :J.Jday
of ~, 1991.
j ,-- - Cl,~
~liC (SEAL)
NOT ARIA\ SEAL .
SUSAN J. OTTO. ::,,:2,'/ Public
Carlisle Bora, Cumbcrknd County, Pa.
,., Commission Expires Dec. 12, 1994
,.
COMMONWEALTH OF PENNSYLVANIA:
ss.
COUNTY OF CUMBERLAND
We, \~ ~ . A .l)w-.cr.;. _ and l~.tl,,",d~lA. ~l*,-
the witnesses whose names are signed to the attached or
foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw JOHANNA V. WILSON
sign and execute the instrument as her Last Will; that JOHANNA
V. WILSON signed willingly and that JOHANNA V. WILSON executed
as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the
Testatrix signed the will as witnesses; and that to the best of
our knowledge, the Testatrix was at that time eighteen (18) or
more years of age, of sound mind and under no constraint or
undue influence.
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Sworn or affirmed to and
subscribed before me by
Lv "'"' A .\)~V\. c ~ and
\.....)~..........L.-. f\-,. Sl~a..<!~, witnesses,
this ~~k.c1 day f ~ 1991.
O&ob~ .
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CERTIFICATION OF NOTICE UNDER RULE 5.6(~
Name of Decedent:
Tnn~nn~ V wil~on
Date of Death:
12/5/01
Will No.
Admin. No. ...)/- 0 J - J 1.3 3
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
Bartley J. Wilson
44 Fllrn<lce Hollow Rosa, Shippcnsburg, PA 17257
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
//'~'it:
Signature
Name
Bartley J. Wilson
'.0
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Address
44 Furnace Hollow Road
C'.,:
rv~1
Shippensburg, PA 17257
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Telephone ~ 17) 530-1768
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Capacity: -L Personal Representative
_Counsel for personal representative
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of
Johanna V. Wilson
, deceased,
Estate No.
(Name and Address)
TO: Bartley J. Wilson
44 Furnace Hollow Road
Shippensburg, PA 17257
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
The Decedent Joha~na V. Wilson
day of December, 2001 ,at Cumberland
Pennsylvania. "
, died on the
5th
County,
The Decedent died testate (with a Will); or
The Decedent died intestate (without a Will).
The personal representative of the Decedent is
(name, address and telephone number).
Bartley J. Wilson
44 Furnace Hollow Road
Shippensburg, PA 17257
If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1
. Courtnouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
"
If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the
Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication.
Date: Signature: ~
/ ,
Name (print) Bartley J. Wilson
Address 44 Furnace Hollow Road
Shippensburg, PA 17257
Telephone (717) 530-1768
Capacity: Personal Representative
Counsel for personal representative
REV.15G{! ~i (6-00;
COMMONWEALTH OF
PENNSYLVANIA.
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128.0601
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REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
dL- Ol
COUNTY CODE YEAR
NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wilson, Johanna V.
DATE OF DEATH (MM.DD.YEAR)
12/5/01
FILE NUMBER
;)H:1Gtt.\L UL:,0. '<E,",
~
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---
191
SOCIAL SECURITY NUMBER
4494
Robin L. Weigle
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
331 York Road
Carlisle, PA 17013
18
DATE OF BIRTH (MM.DD.YEAR)
9/15/23
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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TELEPHONE NUMBER
(717) 243-6844
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST FIRST, AND MIDDLE INITIAL)
[K] 1, Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise {date of death after 12-12-82)
D 7, Decedent Maintained a Living Trust (Attach copy of Trust)
o 10. Spousal Poverty Credit (dale of death between 12-3Hl and 1-1-95)
D 3, Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
~ 8, Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach SchQ)
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(1) 0 ;.../... ~
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(2) 0 ::5
(3) 0
(4) 0
(5) 3,857.77
(6) 0
(7) 0
Real Estate (Schedule A)
2. Slacks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. 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)
4,466.50
171.72
(8)
r"~ OFFICIAL.-l,lSE ONLY
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.01
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10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(9)
(10)
3,857.77
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Une 12 minus Line 13)
(11) 4,638.22
(12) 080.45)
(13) 0
(14) 0
o
o
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE'SuRE'ro ANSWERiJl.Lt::tlliESTlcms t,,'i!ii~EVElRSE'$tDE.;o.ND RECHECK"MATH < <
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rale, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x .0 (16)
x .12 (17)
x .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19 Tax Due
.'.
,'\E'l- 1508 EX + ': ~-9?;,
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Wilson, Johanna V.
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.
FILE NUMBER
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
2,612.77
M & T Bank, High St., Carlisle, Classic Checking 550310
2.
1987 Isuzu I Mark 4 cyl.
1,245.00
TOTAL (Also enter on line 5. Recapitulation) $ 3,857.77
(If more space Is needed, insert additional sheets of the same size)
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[.1:::1F' 1::::; . CC' 14: '-1=,
AeellUN:rNo. ... . ~CCOU'lTTY'"
550510 CLASSIC:. CHECKING
_....._.L, ------ -------.
I $T~T.H.''lT ".~;oP
NOV.10-0EC.07,,2001
PA.E'
1 OF 1
00 1 0'*319"'" 021
1~54
.JOHANNA V WILSON
104 WINCHESTER GDNS
CARLISLE PA 17013-4619
~IQH srReET~c4RLISLE
1,785.85
OEI'O t S
OTHeRn. .....
No. ~HOIJHT NO .
2 855.60 1
21612.11
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11-10-01 BEGIN'lING BALANCE
11-15-01 CHECK ~BER ~111
12-~3-01 rARlIslE RET PLA PAV-ODA-l
12-03-o~ US TKEASURY 303 see SfC
28.6a
U.785.85
1,757.17
150.60
705.00
2,612.77
ENDINC aAL.utCf
$2...61.2.77
4111 11-15-01
CHECKS ..\,il> '_~ARr
28.68
.EFFECTIVE JANUARY 1, 2002, RETAIL LEGAL PROCESSING FEES WILL BE '100.
RECEIVED DATE
03/12/02 15:54 FROM :717 240 4515
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5T^T~"ENT P~RIDD
~AGE
DEC.08-J~N,C9/Z00~
1 OF 1
00 0 04319H HH 017
14441
JOH!\NNh V WILSON
10Q WINCHESTER SDNS
CARLISLE fA 17013-'619
HIGH STREET-CARLISLE
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_'~"'~'W'N~_ -.....'''-,~--,,---- DTHER CURRENT -Efiil'i~1i"-
N5 CHI:CKS PAID SU8TRACTIONS !NrEREST PD BALANCE
T NO, I ~"DUNT I NO. -f-- __H.!QUN1 __,.
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_.,,_TF~t:!~~~.I!Q~~C,~1P'T~_~___"_~.... !t)~!.H.~~~",,~Qp.~.t~:P..~i:
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TliJ.t-HUUG ABOUT flErlNANr..:ltm YOUn: HORlGAGE":' RESISTER WITH MiT'S '.Rl:FIWArCW' At-fD Wf;"I..L MON.lTOR MORTGAGE
IN"(E::J\r';Sr r~ATES fOR YOIJJ NOTlfY1NG yoU WHEN VOU GAN SAVE HaNEY BY REPINAHCl-NG. IT"S ^ FREE SERVICE!
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HtT nmAV AT (a~o) 40~-4'17:!.. H&T!S AN (QUAL HDUS!N'" lENDER.
RECEIVED DATE
03/13/02 10:47 FROM
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OFFICIAL CHECK
No.221382
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RECEIVED DATE
03/12/02 15:54 FROM
:717 240 4518
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RECEIVED DATE
03/12/02
15: 51,
FROM
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MAR 13 '02 l~:~~
:717 2/,0 11518
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Ei,ly~~se~C:.<'Ir
L-lslYQlJLc:ar FQLSale Onlio",
Fi njlJlc:in9-Q!!Qte
!n~ u ra n c:~_Q1LQJ~
W<'Irrantv QlLQt~
PAYm",Qt_<::l3JCJJJ1LtQ r
Equipment
Air Conditioning
Power Steering
Tilt Wheel
AM/FM Stereo
Cassette
Alloy Wheels
Consumer Rated Condition:
Good
"Good" condition means that the vehicle is free of any major defects. The paint,
body and interior have only minor (if any) blemishes, and there are no major
mechanical problems. In states where rust is a problem, this should be very
minimal, and a deduction should be made to correct it. The tires match and
have substantial tread wear left.. A clean titleJlj~tQD' is assumed. A "good"
vehicle will need some reconditioning to be sold at retail; however major
reconditioning should be deducted from the value. Most recent model cars
owned by consumers fall into this category.
Private Party Value
$1,245
Private Party value represents what you might expect to pay for a used car
when purchasing from a private party. It may also represent the value you
might expect to receive when selling your own used car to another private
party.
g~.t ?l..l,L$ed .~gL Tr..9.ctE:'!_~lr:LY.~lM_e
Get In\fQj~_~_J~~tsge<illJ:J~w. C~r?
-'-'--~----'---'--_.~'----_._-"-'----'------,---.-,---.-...
Copyright @ 2002 by Kelley Blue Book Co., All Rights Reserved. Jan-Feb 2002 Edition. The information in
http://www.kbb.comlkb/ki.dll/kw .kc. ur?kbb;800822&;p&722;Isuzu; 1987%201 -Mark& 16;IS;B3&
Page; of2
2/27/02
REV-151-[ EX+ (12-99) "
)Klii~l\
"'''''''&>i'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Wilson, Johanna V.
FILE NUMBER
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home 4,421.50
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State"_ Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees 35.00
5. Accountant's Fees
6. Tax Return Pre parer's Fees
7. Filing Fee 10.00
TOTAL (Also enter on line 9, Recapitulation) S 4,466.50
(If more space is needed, insert additional sheets of the same size)
Hoffman-Roth Funeral Home, Inc.
219 North Hanover Street
Carlisle, PA 17013
(717)243-4511
December 21, 2001
Robin L. Weigle
331 York Road
Carlisle, PAl 70 13
The Funeral Service for Johanna V. Wilson
13644.247
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
(A) OUR SERVICE:
TRADITIONAL FUNERAL SERVICE PACKAGE .
FUNERAL HOME SERVICE CHARGES
SELECTED MERCHANDISE:
Elderlite Casket . . . . . . . . . . . . . . . . . . . . . .
THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE
THATYOUHAVESELECTED . . . . . . . . . . . . .
Cash Advances
Clergy Offering . . . . . . .
Certified Copies of Death Certificates.
Flowers, . . . . . . . . .
Hairdresser. . . . . . . . .
TOTAL CASH ADVANCES AND SPECIAL CHARGES.
Total
Total Cost .
. . . . . . . . . . . . . . . . . . . . . . . . .
History
12/2 1/2001 M&T Bank.
TOTAL AMOUNT DUE
This statement is net and payable in full within 30 days of receipt.
$3490.00
$3490.00
$699.00
$4189.00
$60.00
$10.00
$132.50
$30.00
$232.50
$4421.50
$-2612.77
1808.73
Please return this portion with your Remittance
.................................................... "'............ ---.................................. -................... ......
$
Amount Enclosed
Service ID # 13644-247
Johanna "Tv', \Vilson
OR)GINAL 2861 ;e'
F,4~,' ACCT NO I' ')b.;
II~ I LAST BALANCE $ /.) tJ",;j I ~
,(}1' ., !)'^) d (1/ 1. - I i~ ^' r, I 'I INTEREST
,71"'''Nd",dI;',"m,~_ I JI 1,,_Ja/IL/C I ~
(///1 '(II A ' /I! ' [J ~M'NT
~,-'L Ii' . II~ot!/n/L<L--I~ Irju./\'1d/Li.' ?L/ 01""",," I
Funer~ Services ';fL/' 'I 1'. '-4trLLL.t;.[1...L,. 11/100 I SUBTOTAL
,R..uk~d'1 ~-.fj~/'){ ,Yw. !..;, (L J,/ ./..; I/r j I
~CK# cxJ/3.~~ / Name of Deceased I" CREDITS
o CCARREDDIT -.c,/ _c:7.l'J.d I /)b I
e:.>1~~ C3/lf1(I'// LESS PAYMENT ex k;/1 7
o OTHER FUN;'4,L HOME, me
/:;/-JJO/
my jfJr2/! iLl'; .JI~'.e
d7i-amh. O((J
NEW BALANCE $ / g~l)' 13
'!Z,,""
"".f
N~ 007872
~
.~'>
F.O
fYl~~ t<J,~aY7 r2--L
'~h~.4"~ J 1l/!4.p,;,/
ORIGINAL
2861
ACeT. NO.
LAST BALANCE $ I %<EJ ?;
o INTEREST
D, LATE PAYMENT
.~
aWk10
Q%Q1"
Funeral Services
~.
SUB TOTAL
Name of Deceased
CREDITS
DCHECK#
o CREDIT
CARD
B-bTHER e~?t
gz;""" I d- - ')7-D/
cW'~~'1me
~;I~
y(, ~,",!\'!f~/ -
LESS PAYMENT /,fl ~ R. 7~
NEW BALANCE $ & -
N~ 007876
RECEIPT FOR PAYMENT
-------------------
-------------------
Cumberland County - Register Of Wills
Hanover and Hi$h Street
Carlisle, PA ~7013
Receipt Date
Receipt Time
Recelpt No.
12/13/2001
15:43:40
1027741
WILSON JOHANNA V
File Number 2001-01133
Remarks BARTLEY J WILSON
DO
------------------------ Distribution Of Receipt ------------------------
Transaction Description Payment Amount Payee Name
PETITION FOR PROBA
SHORT CERTIFICATE
EXTRA PAGES
JCP FEE
18.00
6.00
6.00
5.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
Check# 3158
Total Received.........
$35.00
$35.00
REV-i512EX-(1-g7}
~.~
f-i. . d"~ .
'%~ "
COMMONWEALTH OF PENNSYLVANI/1.
INHERITANCE TAX RETUR~!
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
Wilson, Johanna V.
FILE NUMBER
Include unreimbursed medical expenses.
ITEM I
NUMBER
1. Sprint
DESCRIPTIOfi
J
AMOUNT
25.94
2.
PP & L
104.51
3.
Quantum Imaging & Therapeutic Assoc. Inc.
2.09
4.
Spring Road Family Practice
17.18
5.
Chapel Pointe at Carlisle
22.00
(if more space is needed, insert additional sheets of the same size)
TOTAL (A.lso enter on line 10, Recapitulation) $ 171. 72
'~1'AW;j~:~~~r''''';:::::~."~":'~~~~t~~
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~ Pk~asf! recvcJe
Montlidv statamen'!t: November ~3ff 2001
10f 6
CUSlOmer serviGe
'1-800-829-8009
Internet address
www.sprint.com
Customer number
717-249-6588-656
!Fast Facts
!Date Due: December 6, 2001
;To!al Due: $25.9
Customer summary
Previous charges
Payment November 12 - Thank you!
Balance
Current month charges
28.68
-28.68
.00
25.94
Current month charges
Sprint local services: page 3
25.94
Carrier selections
Local toll: Sprint
Long distance: Sprint
Nr.NN~',\l"Y
lJ
PPL Electric
Utilities
ppl
Page 1
I
YOttr'BiltAdcolmtN'UiUbei
15130-71005
t!se)Jvhe:ri:dall"'-'\:(:;If::wntfui.:
Electric
Service
Summary Page
Balance as of Nov 30, 2001
Charg~s:
TotafPPL ELECTRIC UTILITIES Charges
Total Charges
$ 85.12
For:
JOHANNA V WILSON
104 WINCHESTER GARDENS
CARLISLE P A 17013
$ 19.39
$ 104.51
Adjusted Final
Duplicate Bill
Account Balance
$ 104.51
Questions about
this bill? Please
contact us by Dee 26
at 1-800-342 -5775
or write to:
Customer Service
827 Hausman Rd.
Allentown, PA
18104-9392
www.pplweb.com
Electric
Use
KWH - Average Per Day Meter Reading Information
54
Meter #63112329
45 Nov 29 Adj usted 35994
Nov 16 Actual 35807
36 13 Davs KWH BIlled ----r8i
A verage ~ Nov 2000 2001
27 Tem:l3:erature 32F 46F
KW Per Day 44 14
18
Yearly Use: Total A verd~e
9 Use Month ~
Dec 1999 - Nov 2000 9295 77
0 'I Dec 2000 - Nov 2001 8929 744
,
DJFMAMJ JASOND
2000 Months 2001
This graph shows
your electric use
over the last 13
..man ths.
Types of
Meter Readings:
Actual _
Estimated R;))::l
Customer D
------------------------------------------------------------------------------------------------------------------------------"------------------
Other important information on back ~
Return this part to address below with a check payable to PPL Electric Utilities Corporation
>YbEl:FBliU'.c :Nl.lill
Pi}"'
otlnt
15130-71005
Dee 26, 2001
$ 104.51
1...111...1..1.1.1.1.1...11.1...11."..11...11,1,,1,1,,1..11.1
JOHANNA V WILSON
44 FURNACE HOLLOW RD
SHIPPENSBURG PA 17257 -9611
DDD,otn:rDD
PPL ELECTRIC UTILITIES
2 NORTH 9TH STREET
ALLENTOWN PA 18101-1175
1 3000001045100000104514 1513071005
'I
PPL Electric
Utilities
Electric
Service
For:
JOH.t-\NNA V WILSON
104 WINCHESTER GARDENS
CARLISLE PA 17013
Adjusted Final
Duplicate Bill
PPL Electric Utilities
Customer Service
827 Hausman Rd.
Allentown. PA
18104-9392
1-800-342-5775
www.pplweb.col11
ppl
Page 3
Y ourJ3:ill-}\rC()l1i,ltNun)ber
15130-71005
U$e.iYUf.:ll.:<;:aHint.'":Qt:wntiii
TotalfromLastBill
$ 85.12
Billing Details
Amount You Still Owe as of N6v 30, 2001
$ 85.12
Current Charges
Charges for - PPL ELECTRIC UTILITIES
Residential Rate: RS for Nov 16 - Nov 29
Distribntion Charge:
Customer Charae
86 KWH at 1.79600000c per KWH
101 KWH at 1.59400000c per KWH
Transmission ChaIXe:
187 KWH at 0.37700000c per KWH
Transition Charge:
86 KWH at 1.88700000c per KWH
101 KWH at 1. 67400000c per KWH
Generation Charge:
Capacity_ and Energy
86 KWH at 4.84600000c per KWH
101 KWH at 4.25600000<< per KWH
PA Tax Aliiustment Surcharge at -0.73000000%
PA Sales rax
Total PPL ELECTRIC UTILITIES Charges
2.80
1.54
1.61
0.70
1.62
1.69
4.17
4.30
-0.14
1.10
$ 19.39
Pay ThIs AmOlmt No Later Thall Dec 26, 2001
Accoullt Balance
$ 1114.51
$ 104.51
General
Information
Generation prices and charges are set bv the electric generation supplier
you have chosen. The pubric Utility Commission reg!llates distribution
prices and services. The Federal Energy Regnlatory -Commission regulates
transmISSIon pnces and services.
PPL Electric Utilities uses about $10.23 of this bill to pav state taxes. In
addition. about $4.55 of this bill pays the PA Gross Receipts Tax.
The Transition Charge includes an Intangible Transition Charge (ITq and
the applicable gross receipts tax which together amount to $2.02. The ITC
is a rer usage cl1arge app'roved by the Pu51ic Utility Commission which
PPL Electnc UtilitIes collects as agent for PPL Ele'ctric Utilities Transition
Bond Company LLC and which tnat company uses to service debt incurred
to recover a portion of PPL Electric Utililtes' 'stranded costs. '!be gross
receipts tax, which is collected for the Commonwealth of Pennsylvania, is
equal to 4.4% of the ITC. '
For your convenience. vou can now pav your bill using your Visa,
MasterCard, or Discover Card. Call BilIMatdx at 1-81)0-672-2413.
BiIlMatrix will charge your credit card a service fee for making this
payment.
We app'reciate the opportunity to have served vou. Because you have paid
your bIlls within 30 davs over the past vear, vou have established an
excellent payment record with PPL Ele'ctric Utilities.
Brighten your holidays safelv. Check liuht strin,gs before using to make
sure cords and plugs 'are intact. TUfll off inside noliday lights Defore you go
to bed.
57 i~ TElV~ENT
QUANTUM IMAGING & THERAPEUTIC ASSOC IATES, INC.
BIl_LING OFFICE / A93 FOR SERVICES RENDERED AT:
2527 CRANBERRY HIGHWAY SYi"lPHONY MOBILEX
WAREHAi"I, l'1A 02571-5000 185 WITMER ROAD
800 299 9770 / 508 295 5556 HORSCHAM PA 19044
PLEASE KEEP THIS PORTION FOR YOUR RECORDS.
*****FIRST-CLASS PRESORT 170 UPGRADABLE
JOHANNA WILSON A93*184494*725*09
SARAH TODD MEM HOME
1000 WEST SOUTH ST
CARLISLE, PA 17013
EIN: 25-1792806
PATIENT
JOHANNA WILSON
ACCOUNT NUMBER BilLING DATE BALANCE NOW
184494A93 11/19/01 2.09
PA YMENTS RECEIVED AF'TER BILLING DA TE
WILL NOT APPEAR ON THIS STA TEMENT.
D
. DATE OF I PROCEDURE I ICOg-eM I I
SERVICE CODE CODE DESCRIPTION OF SERVICE AMOUNT
10/06/01
11/15101
11/15/01
7101026
1032905
1032905
MEDICAR
APPLYIN
511.9
1
1
HAS PR
ALL OR
CHEST SINGLE VIEW
MEDICARE PAYMENT
MEDICARE ADJUSTMENT
CESSED THIS CLAIM BY EITHER PAYING
A PORTION TO YOUR DEDUCTIBLE.
36.00
-8.38
-25. 53
0%. OR
,""" !V
,,'.
;rd
STATEMENT
JOHANNA V WILSUN
SARAH TODD HOME
CARLISLE PA 17013
100~, W SOUiH Sf
..q.J...'"1I~letj.r.~~ !
. 11/29/01 I
, '
~ 'lCo1ll(olIllfJ~III1~UllrJI:I:l:
, ,
r"~fur:::::'-,
! lUB i
You may now pay by ViSA or MASTERCARD
See reverse side for l! ~l r~.
additIonal instructions .~_
PAGE NO. i::
SPRING ROAD FAMILY PRACTICE
WILLIAM S. KAUFFMAN. M.D.
192 J Spring Road
Carlisle. PA i7013
(717) 243-5444
o PLEASE CHANGE
ADDRESS IF
INCORRECT
"I'j[CI'hllI.:::IJ~I"IlI.}"''i~1
PLEASE REMOVE AND RETURN THIS PORTION WITH YOUR PAYMENT
ill :i.
::;AT~
......._.'i _::!tJl.l.l...:.
;::~;Zi lZ, ;:~
\,:i1
C~~,
A"-<<rll,l.
" li)l!
:J~SCRIP I JON
Bal.~~"nc:'e F.
OJ'~'\.'\i2!.Y ':1 ~
.l. ;~, J ~3UF1~::':._. I j.rjl::NT
1. ~::; :~ :.;:. U P P L._ I ]"1 E 1\j --:..
j'~ () 'r-' ~
,JOHnNN~) WI LSOI\j
" 0~
13~ I~:~e
e!i?2.~-B
2;1216" f2if
DEBI!
.~ -+If.lij,,
;:~97. 0lL -
TOTAL
DUE
CREDI,
I
';'"2!
;, ~:~:';;: ~::d
I
i
I
~
BALANCE
f"J' '. il./
D 81~YI!(Y
,/ )<1/;.'
v J. ;;.
--;:--':...~
\, /?-d 7-- /
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ROBIN L WEIGLE
331 YORK RD
CARLISLE
'0.2 hi'll'
_?
.J
I
I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-29-2002
WILSON
12-05-2001
21 01-1133
CUMBERLAND
101
*'
REY-1547 EX AFP 101-021
JOHANNA
v
Allount Rellitted
PL\> 17013
(~l rc -
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=i5'4j-EX-AFP-((ff=ozY-NOTicE--OF-YNHEiiiTANCi-TAX-APPRAisEMENT-,--ALLOWANCi-cfi------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILSON JOHANNA V FILE NO. 21 01-1133 ACN 101 DATE 04-29-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. 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
3.857.77
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsi Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,466.50
171.72
(15) .00 X 00 =
(16) .00 X 045 =
(17) .00 X 12 =
(18) .00 X 15 =
(19)=
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
3,857.77
(11)
(12)
(13)
(14)
4.638 22
780.45-
.00
780.45-
. R~~~~' l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION: Estates Df decedents dying Dn Dr befDre December 12, 1982 -- if any future interest in the estate is transferred
in pDssessiDn Dr enjDyment tD Class B (cDllateral) beneficiaries Df the decedent after the expiratiDn Df any estate fDr
life Dr fDr years, the CDmmDnwealth hereby expressly reserves the right tD appraise and assess transfer Inheritance Taxes
at the lawful Class B (cDllateral) rate Dn any such future interest.
PURPOSE OF
NOTICE:
TD fulfill the requirements Df SectiDn 2140 Df the Inheritance and Estate Tax Act, Act 23 Df 2000. (72 P.S.
SectiDn 9140).
PAVMENT:
Detach the tDP pDrtiDn Df this NDtice and submit with YDUr payment tD the Register Df Wills printed Dn the reverse side.
--Make check Dr mDney Drder payable tD: REGISTER OF HILLS J AGENT
REFUND (CR):
A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an "ApplicatiDn
fDr Refund Df PennsYlvania Inheritance and Estate Tax" (REV-1313). ApplicatiDns are available at the Office
Df the Register Df Wills, any Df the 23 Revenue District Offices, Dr by calling the special 24-hDur
answering service fDr fDrms Drdering: 1-800-362-2050; services fDr taxpayers with special hearing and I Dr
speaking needs: 1-800-447-3020 (TT Dnly).
OBJECTIONS:
Any party in interest nDt satisfied with the appraisement, allDwance, Dr disallDwance Df deductiDns, Dr assessment
Df tax (including discDunt Dr interest) as shDwn Dn this NDtice must Dbject within sixty (60) days Df receipt Df
this NDtice by:
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errDrs discDvered Dn this assessment shDuld be addressed in writing tD: PA Department Df Revenue,
Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
PhDne (717) 787-6505. See page 5 Df the bDDklet "InstructiDns fDr Inheritance Tax Return fDr a Resident
Decedent" (REV-1501) fDr an explanatiDn Df administratively cDrrectable errDrs.
--written prDtest tD the PA Department Df Revenue, BDard Df Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--electiDn tD have the matter determined at audit Df the accDunt Df the persDnal representative, OR
--appeal tD the Orphans' CDurt.
DISCOUNT:
If any tax due is paid within three (3) calendar mDnths after the decedent's death, a five percent (5%) discDunt Df
the tax paid is allDwed.
PENALTV:
The 15% tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt
paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd. This nDn-participatiDn
penalty is appealable in the same manner and in the the same time periDd as YDU wDuld appeal the tax and interest
that has been assessed as indicated Dn this nDtice.
INTEREST:
Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df
death, tD the date Df payment. Taxes which became delinquent befDre January 1, 1982 bear interest at the rate Df
six (6%) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after
January 1, 1982 will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate
annDunced by the PA Department Df Revenue. The applicable interest rates fDr 1982 thrDugh 2002 are:
Vear Interest Rate Daily Interest FactDr Year Interest Rate Daily Interest FactDr
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 n .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 n .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 11% .000301 2002 6% .000164
-- Interest is calculated as fDllDWS:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NDtice issued after the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (15) days
beYDnd the date Df the assessment. If payment is made after the interest cDmputatiDn date shDwn Dn the
NDtice, additiDnal interest must be calculated.
\
~ ,"""""
()/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Johanna V. Wilson
Date of Death: 12/5/01
Will No.
2001-01133
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 X No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 5jJd-/Of)
--4 /~.
Slgna~e
Bartley J. Wilson
Name (Please type or print)
44 Furnace Hollow Road, Shippensburg
Address
( 717) 530-1768
Te 1. No.
Capacity:
X
Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)