HomeMy WebLinkAbout01-1143
][>>ETITION FOR PROBATE and GRANT OF LETTERS
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Estate of Hrl 7.P 1
also known as
R. Wrlnpl
No.
To:
Register of Wills for the
, Deceased. County of Cumber land in the
Social Security No. 1 86- 2 8 - 7 345 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/1tIX 18 years of age or older an the execut or
in the last will of the above decedent, dated November 2, 1992
and codicil(s) dated none
named
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(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumber land County, Pennsylvania, with
her Iastfamilyor principal residence at 121 Walnut Bottom Road
ShipppnRhurg. Cumherlrlnn C:nllnty, PpnnRylvrtnirt
(list street, number and muncipality)
Decendent, then 81 years of age, died November 30 ,)<lJ.J 2001,
M Charnbersburq HORnitrtl, Chambersburg, Pennsylvania
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: " -AC
Z. $, 000 . -
$
$
$
$
WHEREFORE, petitioner(~ respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.La.; administration d.b.n.c.La.)
theron.
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10061 McCreary Road
Shippensburg, PA 17257
OATH OF PERSONAL REPRESENTATIVE
COMMONWE. ALTH OF PENNSYLVANIA 1.- ss
COUNTY OF __<2_umber land 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 e~tate according to law.
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affirmed and
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No. 21-01-1143
Estate of
Hazel R. Wadel
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Dee. 4D,2001 XW_, 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 N ovembe r 2 I 1992
described therein be admitted to probate and filed of record as the last will of
Hazel R. Wadel
and Letters Testamentary
are hereby granted to Richard M. Wyrick
FEES
Probate, Letters, Etc. ......... $ 60.00
Short Certificates( 3) . . . . . . . . .. $ g. 00
Renunciation ................ $ 5 . 00
x-pages $ 3.00
JCP TOTAL $ 5.00
. DEC. 18,200~ 82.00
FlIed ...................................
S-.rY.J.. .(7 ~~/<<..~ / /l'.oLl..auL-/
~ Reg' er of Wills . ~7 ~ '7
Michael A. Scherer, Esquire
61974
17 ATTORNEY (SuPt-Ct. I.D. No.)
West South 0treet
Carlisle, PA 17013
ADDRESS
(717) 249-6873
PHONE
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LAST WILL AND TESTAMENT
21-01-1143
OF
HAZEL R. WADEL
I, HAZEL R. WADEL, 22 North Moore Street, Shippensburg, Franklin County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this to be my Last Will and Testament, hereby
revoking any and all wills heretofore made by me.
I.
I direct my Executors, hereinafter named, to pay all of my debts not
subject to a statute of limitations, funeral expenses, transfer inheritance tax
and other just charges against my estate out of my estate as soon after my
decease as is convenient, this in order that there may be no deductions of any
kind from legacies and benefits herein given.
II.
I give ,. devise and bequeath all the rest, residue and remainder of my
estate of whatever nature and wherever situate, including those items stored at
the home of ~r sister, Frances Goodheart, unto my 12 brothers and sisters, share
and share or to their issue per stirpes. I give the shares of my deceased
brothers, Jorln A. Wyrick and Blaine A. Wyrick, to their issue per stirpes. It
is my intention that if any of my estate passes to the issue of my brothers or
sisters, including the children of my deceased brothers, that their share be
distributed only to their issue.
III.
I hereby nominate, constitute and appoint my brother, Richard M. Wyrick,
and his wife, Betty Jane Wyrick, Executors of this, my Last Will and Testament.
I grant unto my Executors full authority to sell any real estate, interest in
real estate or any personal property I may own at the time of my death at public
or private sale on such terms and conditions as to either of them appear
appropriate. No bond of any kind shall be required of my said Exeuctors for
the faithful performance of duties herein imposed upon them by reason of the
fact that they may be living outside of the Commonwealth of Pennsylvania or
otherwise.
IN WITNESS WHEREOF, I, HAZEL R. WADEL, the above-named Testatrix, have
hereunto set my hand and seal (on this instrument only) this c:R 1\ do day of
tl 01J-(..+ I..&- , 19 92 .
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(SEAL)
Hazel R. Wadel
Signed, sealed, published and declared by Hazel R. Wadel, the above-named
Testatrix, .~s and for her Last Will and Testament in the presence of us, who,
at her request, in her presence and in the presence of each other, have hereunto
subscribed our names as witnesses.
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E. Franklin Martin
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D. ine Cook
COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF FRANKLIN
We, E. Franklin Martin, D. Evaline Cook, and Hazel R. Wadel, the Testatrix
and the witnesses, respectively, whose names are signed to the foregoing Will,
being first duly sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the foregoing instrument as her Last Will and
Testament in the presence and hearing of the witnesses and that she executed it
as her free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix, and each other,
signed the \,rill as witness and that to the best of their knowledge, the Testatrix
was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
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Hazel R. Wadel
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E. Franklin Martin
if r:;H~~ > ~L
." Evaline Cook
Subscribed, sworn to and acknowledged
before me, Hazel R. Wadel, the Testatrix,
and subscribed and sworn to before me by
E. Franklin Martin, and D. Evaline Cook,
witness, this 2"d-. day of Nov((v"b.f..A../ 1992.
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..t 1I,)\J.-/v (J' -r ~^,_CL--U \..
, Notary Public/
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. . . "". "., 'otary Public i
VJ'~yn~~hon'r Fr311krin County f
My Comm;<S;'~n bri"" Mer,h 13, 1993
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21-01-1143
RENUNCIATION
In Re Estate of
Hazel R. Wadel
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned
Co-Executor
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to Richard M. Wyrick
WITNESS
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hand this day of
A~, ~2"'o!
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(Signature)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Hazel R. Wadel
Date of Death: November 30, 2001
To the Register:
I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans'
dl- 01- IlLf3
Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on December 19, 2001.
Name
Address
Richard McBride Wyrick
Frances Goodhart
Thelma Lentvorsky
Virginia Kelso
Betty Jane Wyrick
Joyce Yocum
Wilbur C. Wyrick, Jr.
Woodrow W. Wyrick
Harry L. Wyrick
Mary Stouffer
Jeanette Beecher
Ronald Wyrick
Daria Rossetti
Juanita Hoover
Sonjia Perry
P.O. Box 35, Shippensburg, PA 17257
401 Walnut Bottom Road, Shippensburg, PA 17257
70 Wise Lane, Boiling Springs, PA 17007
1857 Walnut Bottom Road, Newville, PA 17241
645 Walnut Bottom Road, Shippensburg, PA 17257
514 North Earl Street, Shippensburg, PA 17257
6087 Lindsey Court, Middletown, OH 45044
126 West King Street, Shippensburg, PA 17257
39 West Main Street, Walnut Bottom, PA 17266
902 West Washington Street, Hagerstown, MD 21740
P.O. Box 116, Walnut Bottom, PA 17266
1432 Neptune Lane, Houston, TX 77062
1625 Kenwood Drive, Bethlehem, PA 18017
206 Means Hollow Road, Shippensburg, PA 17257
416 Franklin Heights, Shippensburg, PA 17257
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE
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ichael A. Scherer, Esquire
O'Brien, Baric & Scherer
17 West South Street
Carlisle, Pennsylvania 17013
(717) 249-6873
Date:
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Personal Representative
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REV.15OO EX (6-00~
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL)
Wadel, Hazel R.
DATE OF DEATH (MM-DD-YEAR)
November 30, 2001
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF BIRTH (MM-DD-YEAR)
September 12,
1909
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
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Q9 1. Original Return
D 4. limited Estate
~ 6. Decedent Died Testate (AllachcopyofWiIl)
D 9. litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date 01 dealh after 12-12.a2)
o 7. Decedent Maintained a living Trust (AltachropyoITruSI)
o 10. Spousal Poverty Credit (dale 01 death between 12-3Hl and 1-1-95)
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OFFICIAL USE ONLY L
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FILE NUMBER
2 1
o 1
o 1
1 4
3
COUNTY COOE YEAR
NUMBER
SOCIAL SECURITY NUMBER
186 28
7345
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dale of death prior \0 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113{A) (Atlach Sch 0)
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COMPLETE MAILING ADDRESS
Michael A. Scherer, Esquire
FIRM NAME (II Applicable)
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TELEPHONE NUMBER
(717) 249-6873
17 West South Street
Carlisle, Pennsylvania
17013
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6, Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (Iotallines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus Une 11)
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(1) None
(2) None
(3) None
(4) None
(5) 26,778.62
(6) None
(7) None
(9)
(10)
1,413.71
None
(11)
(12)
(13)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal lax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
x ,0_ (15)
x ,0_ (16)
19,023.66
6,341.22
x .12
x .15
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20.0
. .:~.t~';:'11il~'ii:t:;?~tli!!!iliiif~?';BE~URE\:'TO'Ji;NSWER:A:Il1il,ClUES:J:i.pNS;ON~REVE;R~E!;S ._
c.'OFFICIAL USE ONLY
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(8)
26,778.62
1,413.71
25,364.91
None
(14)
25,364.91
(17)
(18)
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2,282.84
951.18
3,234.02
,'048 j:;HECl<~MATH.5,*~nt1if{i:;k;illL,*Hrt~~~~W!Ni;:~
Decedent's Complete Address:
STREET ADDRESS 121 Walnut Bottom Road
CITY Shippensburg I STATE PA I ZIP 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,234.02
Total Credits (A + B + C ) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Totai InteresUPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 'j T Line 3 i.:i 9reat~f L....lan Line" enter the d;ffcrancc, This!s the T^,X DUE. (5)
A. Enler the Interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B) 3,234.02
-;;1$ JliliLJ
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... 0
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0
c. retain a reversionary interest; or................,..............................................,..."..................................."................. 0
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust fo~ or payable upon death bank account or security at his or her death? .............. 0
4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which
contains a beneficiary designation? ........................................................................................................................ 0
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.
Urlder penalties of perjury, j declare thatl have examined this return, including accompanying schedules and statements, and to the best of my knowledge and beliel, ~ is true, correct
and complete.
Declaration of pre parer other than the personal representative is based on all information of which preparer has any knowledge.
SlGNAiUR"" r rE;:;~-N RESPOI~SIBLE r:-or.'JFi' ii~G RETU~R"
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ADDR S ,
P.O. Box 35, Shippensburg, Pennsylvania
SIGNAT~1~0~R THAN REPRESENTATIVE
ADD~S '
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17257
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For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers 10 orlor the use of the surviving spouse is 3%
[72 PS 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)l.
The statute does not exemot a transfer to a sUlViving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary,
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 p,s. 99116(a}(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noled in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)1.
The tax rate imposed on Ihe net value of transfers to or for the use of lhe decedent's siblings is 12% [72 P.S. 99116(a}(I.3)]. A sibling is defined, under Section 9102, as an
individual who has alleast one parent in common with the decedent, whether by blood or adoption.
Af'Y.l5lllEX.(1.e7}
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hazel R. Wadel
FILE NUMBER
21-01-01143
Indude 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
ITEM
NUMBER
1.
4.
DESCRIPTION
VALUE AT DATE
OF DEATH
10,028.32
Certificate of Deposit
Account # 41-A51137-C
Mellon Bank
2.
Certificate of Deposit
Account # 41-A51289-C
Mellon Bank
10,032.29
3.
Blue Cross/Blue Shield Refund
166.80
PharmaCare Refund
53.12
5.
Checking Account
Account # 412-618-5281
Mellon Bank
6,498.09
TOTAL (Also enteron line 5, Recapitulation) $ 26,778.62
(If more space is needed, Insert additional sheets of the same size)
'""'''''~''''''*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Hazel R. Wadel
FILE NUMBER
21-01-01143
Debts of decedent muat be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. None
B. ADMINISTRATIVE COSTS: None
1. Personal Representative's Commissions
Name of Personal Representative (.)
Social Security Numbe~s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Yea~s) Commission Paid:
2. Attomey Fees 1,000.00
3. Fami~ Exemption: (If decadenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountants Fees
6. Tax Return Preparer's Fees
7. Register Of Wills 11 7.00
8. Sentinel 129.47
9. Law Journal 75.00
10. PharmaCare: prescriptions 92.24
TOTAL (Also enter on line 9, Recapitulation) $ 1,413.71
(If more space Is needed, insert additional sheets of the same size)
REV_1513EX.:1_97)
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SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Hazel R. Wadel
FILE NUMBER 21-01-01143
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trusteels) OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outnght spousal distributions)
1. SEE ATTACHED SHEET
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
HEIR RELATIONSHIP
Richard M. Wyrick brother
Frances Goodhart sister
Thelma Lentvorsky sister
Virginia Kelso sister
Woodrow Wyrick brother
Jeanette Wyrick sister
Harry L. Wyrick brother
Mary Stouffer sister
Jeanette Beecher sister
Joyce Yocum niece
Wilbur C. Wyrick, Jr. nephew
Ronald Wyrick nephew
Daria Rossetti niece
Juanita Hoover niece
Sonjia Perry niece
/'
.: CITIZENS BANK
P.O. Box 7899
Philadelphia, PA 19101-7899
May 13, 2002
O'Brien, Baric & Scherer
Attorneys at Law
17 West South Street
Carlisle, P A 17013
Attention: Michael A Scherer
Estate Of Hazel R Wadel
Date of Death 11I30/200 1
SSN 186-28-7345
Dear SirlMadam:
In accordance with your request, the attached information sheet has been provided in the
above decedent's name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other II1quirics,
please call (215) 553-1585.
Deposit Support Services 199-5355
Page I of 2
· 8
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.: CITIZENS BANK
Monday, May 13, 2002
Account
Number Account Title
412-618-5281
Hazel R Wadel
--- --.._--------------.- -----..-., --,-
Date Opened: 03/29/1980 Account Type: DO
Principal Bal Int from Last Account Bal YTD Int to
as of DOD Posting to DOD as of DDD DOD
$6,497.02 $1.07 $6,49809 $15.48
Date Opened: 09/22/1994 Account Type: TO
Principal Bal Int from Last Account Bal YTD Int to
as of DOD Posting to DOD as of DOD DOD
$10,00000 $2832 $10,02832 $720.51
Date Opened: 09/08/1994 Account Type: TO
Principal Bal Int from Last Account Bal YTD Int to
as of DOD Posting to DOD as of DDD DDD
$10,00000 $32.29 $10,032.29 $63139
41-A51137-C
Hazel R Wadel
41-A51289-C
Hazel R Wadel
Page 2 of 2
LAST WILL AND TESTAMENT
OF
HAZEL R. WADEL
I, HAZEL R. WADEL, 22 North Moore Street, Shippensburg, Franklin County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this to be my Last Will and Testament, hereby
revoking any and all wills heretofore made by me.
1.
I direct my Executors, hereinafter named, to pay all of my debts not
subject to a statute of limitations, funeral expenses, transfer inheritance tax
and other just charges against my estate out of my estate as soon after my
decease as is convenient, this in order that there may be no deductions of any
kind from legacies and benefits herein given.
II.
I give, devise and bequeath all the rest, residue and remainder of my
estate of whatever nature and wherever situate, including those items stored at
the home of my sister, Frances Goodheart, unto my 12 brothers and sisters, share
and share or to their issue per stirpes. I give the shares of my deceased
brothers, John A. Wyrick and Blaine A. Wyrick, to their issue per stirpes. It
is my intention that if any of my estate passes to the issue of my brothers or
sisters, including the children of my deceased brothers, that their share be
distributed only to their issue.
III.
I hereby nominate, constitute and appoint my brother, Richard M. Wyrick,
and his wife, Betty Jane Wyrick, Executors of this, my Last Will and Testament.
I grant unto my Executors full authority to sell any real estate, interest in
real estate or any personal property I may own at the time of my death at public
or private sale on such terms and conditions as to either of them appear
appropriate. No bond of any kind shall be required of my said Exeuctors for
the faithful performance of duties herein imposed upon them by reason of the
fact that they may be living outside of the Commonwealth of Pennsylvania or
otherwise.
,
IN WITNESS WHEREOF, I, HAZEL R. WADEL, the above-named
hereunto set my hand and seal (on this instrument only) this
{L~J.,.... , 1992.
Testatrix, have
~"cI.. day of
~ (f h/dJ.
(SEAL)
Hazel R. Wadel
Signed, sealed, published and declared by Hazel R. Wadel, the above-named
Testatrix, as and for her Last Will and Testament in the presence of us, who,
at her request, in her presence and in the presence of each other, have hereunto
subscribed our names as witnesses.
c: ~dI! >>ta~/
E. Franklin Martin
If r!ft~i.;C7_~J/
D. ine Cook
COMMONWEALTH OF PENNSYLVANIA:
SS
COUNTY OF FRANKLIN
We, E. Franklin Martin, D. Evaline Cook, and Hazel R. Wadel, the Testatrix
and the witnesses, respectively, whose names are signed to the foregoing Will,
being first duly sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the foregoing instrument as her Last Will and
Testament in the presence and hearing of the witnesses and that she executed it
as her free and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix, and each other,
signed the Will as witness and that to the best of their knowledge, the Testatrix
was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
~d?0~
Hazel R. Wadel
~ *a.-IP If(ki
E. Franklin Martin
if ~Y~;R' 8dJ
. Eval1ne Cook
Subscribed, sworn to and acknowledged
before me, Hazel R. Wadel, the Testatrix,
and subscribed and sworn to before me by
E. Franklin Martin, and D. Evaline Cook,
witness, this 2nA day of Nc\-(N'!xA-. 1992.
C~~V\5N ~ .e:pJt1A--J~-
_ Notary Public
I
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r
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EXI11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SCHERER MICHAEL A
17 WEST SOUTH STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 186-28-7345
FILE NUMBER: 2101-1143
DECEDENT NAME: WADEL HAZEL R
DA TE OF PAYMENT: 06/06/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/30/2001
NO. CD 001261
ACN
ASSESSM ENT
CONTROL
NUMBER
AMOUNT
101 I $3,234.02
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: RICHAHD M WYRICK
C/O MICHAEL A SCHERER ESQUIRE
CHECK#1012
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$3,234.02
MARY C. LEWIS
REGISTER OF WILLS
\~ / --'}_~ '7 _ / ("' u1
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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MICHAEL A SCHERER ESQ
OBRIEN ETAL.
17 W SOUTH ST
CARLISLE PA 1~013-1038
07-08-2002
WADEl
11-30-2001
21 01-1143
CUMBERLAND
101
-
REV-15Q7 EX AFP <01-02)
HAZEl
R
Anount ReniUed
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
26.778.62
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =is'4-j-E3CAFP-('oY:02Y-NoYicE--oF-YNHEifiTAi.fcE-TAjc-A-PPRAYsEj.iENT~--A[D)WAi.fcr(fR-------------- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WADEl HAZEl R FILE NO. 21 01-1143 ACN 101 DATE 07-08-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgagll Liabilities/Liens (Schedule IJ
11. Total Dedul:tions
12. Net Value I)f Tax Return
13. Charitable/Governnental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value I)f Estate Subject to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held :stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Asse'ts
(9)
(10)
1,413.71
.00
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
26,778.62
(11)
(12)
(13)
(14)
1.413 71
25,364.91
.00
25,364.91
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. Anount of LinE! 14 at Spousal rate (15)
16. Anount of linE' 14 taxable at Lineal/Class A rate (16)
17. Anount of LinE' 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
19,023.66 X 12 = 2,282.84
6,341.22 X 15 = 951.18
(19)= 3,234.02
n...~... (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-06-2002 CDOO1261 .00 3,234.02
TOTAL TAX CREDIT 3,234.02
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE XNDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of
the tax paid is allowed.
The 1570 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (670) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOZ are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
198Z ZO% .000548 199Z 970 .000Z47
1983 1670 .000438 1993-1994 77. .00019Z
1984 1170 .000301 1995-1998 970 .000Z47
1985 1370 .000356 1999 77. .00019Z
1986 1070 .000Z74 ZOOO 870 .000Z19
1987 970 .000Z47 ZOOl 970 .000Z47
1988-1991 1170 .000301 ZOOZ 670 .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment; If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1712B-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
STAUFFER J ROBERT ESQUIRE
MARKET SQUARE BUILDING
MECHANICSBURIG, PA 17055
___hu_ fold
ESTATE INFORMATION.: SSN: 195-16-4020
FILE NUMBER: 2102-1143
DECEDENT NAME: CEKOVICH RUTH A
DA TE OF PAYMENT: 03/27/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/02/2002
NO. CD 002349
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,699.15
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: RICHAR:D H CEKOVICH
C/O J ROBERT STAUFFER ESQ
CHECK#1774
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
$4,699.15
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Hazel R. Wadel
Date of Death:
November 30, 2001
Will No.:
Ad . N 2001-1143
mm. 0.:
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 E9 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 {2q
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 l?i] No 0
Date:
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk ofthe Orphans' Court
and may be attached to this report.
October 16, 2003 A/~:j~ R'
SignE~~ Scherer, Esquire
Michael A. Scherer, Esquire
Name
17 West South Street
Address Car 1 i s 1 e, PAl 70 1 3
(717) 249-6873
Telephone No.
Capacity: 0 Personal Representative
[3 Counsel for personal representative
(U. '
L/V
O~