Loading...
HomeMy WebLinkAbout08-23-05 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 2J-D5-01 S \ c-, '~n -J "" :~:'; c.-'l --;'.",. C:: c.-o r,) w - " ~:: ~) "'I ~-:J (-) :-::'~"J I_"} ,0T'l C:J .-, ;~,~ _ -'11 ~ c--S -- rn -' :-) ",1 ESTATE OF MABEL I. SMITH, DECEASED - '::2 _,--1 ~ ~! PETITION UNDER SECTION 3102 OF THE PROBATE:; ESTATES AND FIDUCIARIES CODE FOR" ~ " SETTLEMENT OF SMALL ESTATE c~ o c... TO THE HONORABLE JUDGES OF SAID COURT: Karen D. Weyl, your petitioner, files this, her petition for Settlement of a Small Estate under the provisions of Section 3102 of the Probate, Estate and Fiduciaries Code and in support thereof avers that: 1. Your Petitioner, Karen D. Weyl, is a competent adult residing at 370 Harvest Drive, Harrisburg, Pennsylvania and is the daughter of the above decedent. 2. Mabel I. Smith, mother of the petitioner died on June 1, 2005, at the age of 76 years (death certificate attached), but prior to that lived at 1065 J. Allendale Road, Mechanicsburg, Cumberland County, Pennsylvania. 3. Mabel I. Smith died testate (copy of will attached). Her Will leaves her entire estate to Karen D. Weyl and names Karen D. Weyl her executrix. 4. Mabel I. Smith had no probate estate when she died other than the following: A. Funds held in account #00-2064-0160 by PNC Bank. ($5,263.22) B. Funds held by Joseph Barness and Son, The Barness Organization as refund deposit. ($282.08) Inc., d/b/a of security C. Funds held by Verizon as refund. ($4.49) D. Funds held by Reiman Publications as refund on cancelled subscriptions. ($13.32) E. Funds held by the Commonwealth of pennsylvania as rebate. ($172.20) 5. By terms of the will and by the terms of the intestate laws, Karen D. Weyl is entitled to the full amount of the funds in the above described account. 6. The petitioner avers that there are no creditors of the decedent and no claims unpaid known to the petitioner. WHEREFORE, the petitioner prays that an Order be make authorizing distribution of the following funds to Karen D. Weyl pursuant to Section 3102 of the Probate, Estate and Fiduciaries Code: A. Funds held in account #00-2064-0160 by PNC Bank. B. Funds held by Joseph Barness and Son, Inc., d/b/a The Barness Organization as refund of security deposit. C. Funds held by Verizon as refund. D. Funds held by Reiman publications as refund on cancelled subscriptions. E. Funds held by the Commonwealth of Pennsylvania as rebate. Respectfully Submitted, DISSINGER AND DISSINGER ~f7i:~'~ o ~~ /' William C. ssing r Attorney for Petitioner Supreme Court ID #27737 400 South State Road Marysville, PA 17053 (717) 957-3474 VERIFICATION I, Karen D. Weyl, verify that the statements made in the foregoing document are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904 relating to unsworn falsification. ~~e~, f~ioner '~ .y . j j , "- '\' -:--..:....) II LAST WILL AND TESTAMENT OF MABEL I. SMITH I, Mabel I. Smith, of 1065 J. Allendale Road, Mechanicsburg, -~ . Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last will and Testament, hereby revoking all wills and codicils heretofore made by me. ITEM I. I direct that all my debts and funeral expenses, including my cemetery lot and gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my death as part of the expense of the administration of my estate. ITEM II. I devise and bequeath all of my estate of every nature and wherever situate to my daughter, Karen D. Weyl. ITEM III. 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 residual estate. ..oJ , ~ ITEM IV. I appoint my daughter, Karen D. Weyl, Executrix of .) ;;:... this my Last Will and Testament. In the event of her renunciation, J death, resignation or inability to act for any reason whatsoever, I appoint my son-in-law, David R. Weyl, Executor of this my Last will and Testament. I relieve my Executrix or Executor from the necessity of posting security in connection with her or his duties as such in any juriSdiction in which she or he may be called upon to act. 1 IN WITNESS WHEREOF, I have hereunto set my hand to this my Las!_Will and Testament, "which consists of two pages, to each of which I have affixed my signature this 14th day of April, one thousand nine hundred and ninety-eight (1998). , -r/t c~ Mabel 1. I~ j.-, J. /! -,.'-f ~,..-,.-.~ smith 2 " I COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, Mabel 1. Smith, and '7'~~"'-<.'6-- I~fl , respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. 11 ,! < <_ < Vi Ji.l '''' V L'12 I L. L' KRld3S, and the testatrix and the witnesses <-Y;' ,<LLu,; Testatrix ,?r~t, 'C./t~L ~c.- J I ~ul'-,G Wlt es~ ~ ( ~/k ~- W J,.tn--:ts \ " I '-,-- +--,-,-..__e-tJt--- Subscribed and sworn to and acknowledged before me by Mabel I. Smith, Testatrix and subscribed and sworn-to. and acknowledged before me by ~,. I"'''~ \. 1:..<265 , and ~ fq~ 0. /i-Q.~ ' witnesses this 1 th day of Aprll, 1998. IlJ_"~P",,~ [ d5tu.t~;" ! ~y Public << I . I N~T;"~l ~::JJ. C"RO~S":~ E. ~~~_~~,f"'_"', "~":-~-:~I ~c'~':: 1 C":;;-i':; ,..;;;) r:::..;~, c,:. ~.>::'~.~,.; ":.:., ~~:\ 1 My Comr."l~::cn [;:;'::,:;;1 A~::j ~:_'), :iDOl Senior Checking Plan Account Statement P:-;C Bank z For the period 06/07/2005 to 07/06/2005 B MAB!! I SMITH 106S-ALLENDALE RD APT J MECHANICSBURG PA 17055-4464 c , 0PNCBAN< Primary account number: 00.2064.0160 Page 1 of 2 Number of enclosures: 4 S For 24-hour banking, customer service and transaction or interest rate information, !f sign-on to Account Link ~ by Web on pncbank.com or call1-888-PNC-BANK Para servicio en espartol. 1-866-HOLA-PNC Moving? Please contact us at '-888-PNC-BANK ~ Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 Q Visit us at pncbank.com ~ ~ TDDterminal: 1-800-531-1648 For hearing impaired client!: only Senior Checking Plan Regular Checking Account Summary Account number: 00-2064-0160 Mabel I Smith Balance Summary Please see the Activity Detail section for additional information. Beginning balance 5,263.22 Transaction Summary Checks paidl withdrawals .Total ATM transactions 4 Deposits and Checks and other Ending other additions deductions balance 166.96 1.289_31 4.140.87 Average monthly Charges balance and fees 4.289.06 .00 Check Card P~S Check Card/Bankcard signed transactions P~S PIN transactions 0 0 PNC Bank Other Bank ATM transactions ATM transactions 0 0 Interest Summary As of 07/06, a total of $2.71 in interest was earned this yoa:. Annual Percentage Yield Earned (A?YE) 0.00% o Number of days in interest period Average collected balance for APYE Interest Earned this period o .00 .00 Activity Detail Deposits and Other Additions Date Amount Description 06/1 i 10.00 Deposit Reference No. 027084689 07/06 156.96 Direct Deposit. Reversal :~,:lllb...'; ,. Lir. :;~)7 xxx\::\:'\:'\:xx"Xxnj, '.' There were 2 Deposits and Other Additions lotaling $166.96. Checks and Substitute Checks Check Date number Amount paid 1805 1806 69.00 352.00 ... Gap in check sequence Reference number Check number 06/08 06/09 0243:32751 0055.~194i 1807 1808 Date Refer:nce Amount paid number 33.93 06/0i 0266.33t5~5 16.42 06/09 00545-H-93 There were 4 checks listed totaling $471.35. FOR.'.l953R.01Q4 o PNCBAN<. Reviewing Your Statement Please review this statement carefully and reconcile it with your records. Call the telephone number on the upper right side of the fIrst page of this statement if: you have any questions regarding your account(s); your name or address is incorrect; you have a business account and your tax identification number is missing or incorrect; you h3ve any questions re~rding luterest paid to an illterest-bearing account. The activity detail section aCyouc statement to your account register. All items in your account register that also appear on your sutement. Remember to begin with the ending date of your last statement. (An asterisk [*] will appear in the Checks section if there is a gap in the listing of consecutive check numbers.) Any deposits or additions including interest payments and AThI or electronic deposits listed on the statement that are not already entered. Any account deductions including fees and ATM or electronic deductions that are not already entered. Balancing Your Account Update Your Account Register Compare: Check Off; , Add to Your Account Register Balance: Subtract From Your Account Register Balance; Update Your Statement Information Step 1; Add to.gether deposits and other additions li'Hed in your account register but not on your statement. Amount Step 2; Add together checks and other deductions listed 10 your account register but not on your statement. Date of Deposit Total A Step 3: Enter the ending babnce recorded on your statement S Add deposits ,md other addition:> not recorded Total A + S Subtotal= $ Subtract checks and other deductions not recorded Total B . S TIle result should equal your account register balance :::: S Check Number or Amount Deduction Description I I Total B Verification of Direct Deposits To verifv whf'fher:i direct deposit or other (r:1nsff>r to V01lf :1ccount h:1s occurred, c;lll U'i at the 2-l.hour cmlomer service (f>lepholle number listed on Ihe Uj'lh'j Jigl:: '~::l' r,f ii, f"1:St j';J.j" (.<" <llh :-:,',:1 c, :J:. Electronic Funds Transfers In case of erron or qu~sticni abcut your erecO"onic transfer> or uyou need more information about a tramfer. caU us at the 24-h-;ur C'..l5tomer service tel~phane number liHed on th~ upperright .ide of the flm page cfthii it.l.tement. Or. ifrou prefer, please \'IoTite us at: Customer Service. P.O. Box 609, Pimbur~h, P.-\ 15230.0009. If there is a problem. you mun concct Ui" 00 later than 60 da~'i after the ending date of the first i"tatemeot 00 .....hich the error or problem appeared. You will c.eed to provide the following information: YOUf name and account number(s); A description of the error or lbe tnmfer you are questioning. Please explain as clearly as you can why you need more infor::r'.ltion or why }'OU belie'",: an error was nude; The dollar amount of the ~-pected error. We will inveitigate your complaint and will correct any error prompdy. If the investigation takes longer than 10 busineH days. \O'r: will credit your accounc for the amount )'-ou think i. in error, 50 that you will hJ.~'e use of the funds during the time it takes us to complete our investigation. @ Member FDIC Equal Housing Lender FORJ\.t;53R-0104 TO THE ORDER OF 27862 JOSEPH BARNESS & SON. INC. DIBIA THE BARNESS ORGANIZATION PROPERTY MANAGEMENT ACCOUNT 975 EASTON ROAD SUITE 200 WARRINGTON, PA 18976 PNC BANK, N.A. PHILADELPHIA, PA 020 3-5.310 PAY *********282 DOLLARS AND 08 CENTS DATE 07/21/2005 AMOUNT ********282.08 t ESTATE OF MABEL SMITH 1> '. ~_ /J!A..:_^-h.~.Q... 11"0278 b 211" 1:0 :11.0000 5 :II: 81,00 I. 98 99911" ... . OJ=- ~ ""- 0= ~ 0- ~ 0- ~ 0= 0- ~ ~ ......... ""== "- "- 0= . CDC HR!';tiP9l:t.(~~1jl:\1~;fq,vEi<lfY'W1\jERMAi!KS'C, ," . '066865 .'~ 56';;'389 412 28 05976232 160166 CHECK NUMBER i NATIONAL CITY BANK PITTSBURGH, PA VERIFICA nON AVAILABLE - "POSITIVE PAY" PROTECTED 07/01/2005 OAT;: PAY~20 ONL~ClSCTS TO THE ORDER OF VOID AFTER180 DAYS $ ************172.20 MABEL I SMITH DlN 047000191609 REV REBATE 1065 ALLENDALE RD APT J MECHANICSBURG PA 17055-4464 ~O? ~,Jl.. 1...111...111...,1.1..1.1..1..1,1..1.11..,1..11..1,.,1,1,1..11 7f'lE.-\SURE=. :;; ;:'E,"~ISY!....,/AN1A . DO NO"'[ ACCEPT WITHOUT HOLDING TO UGHT TO VERIFY WA"tEmIARKS-',7 ' - 11"0597 b n 211' ':0 I, I. 2D:l8 951: 0 I. I. 5 b I, 1.11" -~---------------------- ------------------_!_--- if i#;~ I)xy; ,fh:~:.~- . . be> ~iVerlzgo 7" ,', ' ~ ::"\..,:,'.'-;_.'~':: ":;l~~. ~~A.l~' J~ !~t,"iJ~" NO. -COMMISSION~ Ag~~T ,~.~ ~~"-'';' JUN21;2005, -FOUR AND 49/100 *********************DOLLARS 51-44 119 6B97.626 ....."', ..,...,:..--:- np:;r."p. ("'IT' PAY ~*******4.49** MABLEl SMITH'.. 370 HARVEST DR HARRISBURG PA CB VERnON cPA 17111 :.: ';-~m~i~~oiJk!a~TFORD. ~N '~~l.,~f3 ~?[~\~~: ~'~,f:: ~;~1 ~,.::~\.:.i< ~'E,8 i t~I~bl~''l~j~;:i-q 0 0 I, ~.~ ..__){,:;<__..,.,.,,,--.<,~-,-~'" '~::;l"!I;..X. .-~",-",~'" ~~',~r""'''''~~~S>ff'''_''V- :.I-;:';;'Y''''"*"''' .- THIS IS A OtECK Sign Reverse lor Redemption No. 447753 736122 75-529 "'""iii"""" Date 06113/2005 Void after 8 weeks from issue date .. ,.......... $13.321 ..........Thirteen Dollars and Thirty Two Cents PAy.......... TO THE EST Op...... ORDER MRS MABEL SMITH....... CIO KAREN WEYL POA....... OF 370 HARVEST DR....... Soll,..rRAN-fi\Bftl5lEllJOO~ltM13clillYtl=......... CmzENS STATE BANI<. WAVERLY. MN 55390 M?~ I:OCJ ~CJ05 2C1 51:00111 'j' :lb ~ 2 2""1,1, 'j' 'j' 5:1 o TEAR HEfle: TO PilOOe:e:M '(ou~ C'r+E.Cl( {) TEAl'lliEl'lE TO AEDEEM YOUR CHECK 0 fEAR HERE TO AEoeE'" YCUF! CkECK 0 TEA'"' HERE TO REDEEM vaUFl o<.ECI< 0 REFUND ACCT #267443265 BIRDS & BLOOMS $7.99 COUNTRY $5.33 AM , ",