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Home My WebLink About95-00526 PETITION I-OR GRANT OF LETTERS OF AI>MINISTRATION C.T.A Estate III Doroth~ M. Kirkpatrick alsll knllw" as Dorot y KIrkpatrICK No. ~- q 6.. 5"~ (, To: DI!cf!l1sed. Sllclal SeCllrlly Nil. 20 1-1 6 -126 1 Register of Wills for Ihe COUlllY of Cumberland in Ihe Commonweuhh of Pennsylvuniu The pelltlon of Ihe undersigned respeelfully represellls Ihul: Your pelltloner(s), who Isllue 18 yeurs of uge or older, upplies for lellers of udmlnislrullon ou Ihe eslale of (d.b,n.; !'fndel11e Ult'j durRllle bhu~lllla: durnlllc IIllnmltulC) Ihe above decedelll. Decendenl was domiciled at deuth in Cumberland County, Pennsylvania, whh It er last family or nrln,IDal residenceul 325 Wesley Drive, Lower Allen To,wnship pennsylvania, .17u55 (11'1 .trrt'l, numher DIUI rnunlclpulll)') Dccendent,lhen 61 years ofnge, died 23 June ,19 95 nt 325 Wesley Drive, Mechanicsburg, PA 170!:i5 Deeendent nl denlh owned properlY with cstlmuled vnlues ns folllows: (If domiciled In Pa.) All personnl properlY (If nOI domiciled In Pn.) Personnl properlY In Pennsylvnnin (If nOI domiciled In Pu.) Personal properlY In County Vnlue of real eslate In Pennsylvania sltualed as follows: $263,000.00 $ $ $ Pelltloner_ afler a proper search h~ ascerlained thaI dccedentleft no will and was survived by Ihe following spouse (If any) and heirs: Name Relalionship Residence Samu~l A. Kirk at rick III 13714 Bluff ate San Antonio, TX 76216 Son C.T.A. THEREFORE, petltloner(s) respeclfully request(s) Ihe grunt of lellers of admlnislratlon/in the appropriale form 10 the undersigned. 1 -- '/7 _ ~. SAMUEL A. KIR PATRICK, III ..8' 13714 Bluffgate !J San Antonio, TX 76216 1!'~ r Vl /5- ~';-I/ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ss The petltloner(.) above. named swear(s) or arnrm(s) I hal Ihe .talemenls In Ihe foregoing petition are Irue and corrCCllo Ihe besl of Ihe knowledge and belief of pelilloner(s) and Ihal as personal represenlatlve(s) of Ihe above decedent pelltioner(.) wi well and lruly admlnl'ler the estale according 10 law. Rl ~ ~ate ~~DOROTHY M. KIRKPATRICK, a/k/a DOROTH; IfI&'f.~QdRICK GRANT OF LETTERS OF ADMINISTRATION C.T.A. Sworn to or arnr,,!!~ hand before me Ihls t June subscribed day of 1995 ~1t Register 0/1 if) N O. ~ (') ,; .- \./ ':' 'w -~., ~. uu.' U (;) IDle a: No. ;;c III ATRICK, I l;i !il, Iii July 12, AND NOW 1995 , In eonslderallon of Ihe petition on lhe reverse side hereof, satisfactory proof having been presenled before mek IT IS DECREED Ihal Samuel A. Kirkpatric , III Is/are enlltled 10 Lellers of Adminislra1Ibh1~nd In accord with such nndlnll, Lellers of Admlnlstrallon/C.T.A. 21-95-526 lire hereby granled to Samuel A. K1rkpatr1ck, III In the estale of Dorothy M. Kirkpatrick, a/k/a Dorothy Kirkpatrick FEES Letters of Admlnlslratlon ..... $ Short Cerllncales(1) ... ....... $ Renunciation ................ $ X-Pages (3) __ $ JCP TOTAL395.!Jg Flied . July . 12tb, . .. .. ... A.D. 270.00 21.00 9.00 5.00 19~ 97kvw. e.1~. ~t-,.J,!'/f~ . . -. F H"Illster of WIU[ tlil<p' "7.L Mary C. Lewis ~ . George A. Vaughn, III (25650) ATIORNEY (Sup. Ct. 1.0. No.) ~~~o~ne;2pR f10{it ADDRESS (717) 761-5361 PHONE ~f? ~ :n 'Om ;:u n I'" (') {j. ", ;~ ;!' S:1 ' ~~ .. \' , i... t~ ~ ~; , , ~ ('; i . (.L. '0 ~';' , .: ~. ,; N D ., :of ~ - ~:.:l i, '1. ~ ~ ~ ~ g ~ ~ g S C) ~ E .. ~ B ~ <( Ul I L ~ ti :I 1 \4 ~ ~ 2: 2 i ~ II: '+4 . cog L :0: 85:: ~ tl ~ ~ C ~ W 8 , ., ~_. "< .. ',',' LAS T W ILL AND T B S T A H B N T OF DOROTHY H. KIRKPATRICK I, DOROTHY M. KIRKPATRICK, a resident of Fairview Township, York county, Pennsylvania, being of sound mind and memory, 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 of my just debts, funeral expenses, and the cost of administration of my estate be paid as soon as practicable after my death. I direct that my Executor pay out of my estate, as a general charge thereon, all inheritances, estate, succession, and other taxes, together with any interest or penalty thereon assessed by reason of my death, with regard to all properties and assets subject to such taxes, whether or not such property and assets pass under this Will. ITEM II. I give, devise and bequeath all the rest, residue and remainder of my property, real, personal or mixed, tangible or intangible, of whatsoever nature and wheresoever situate, and all property to which I may be entitled or over which I may have any power of disposition or appointment, and whether acquired during or after my lifetime, to my son, SAMUEL A. KIRKPATRICK, III, provided he survives me, otherwise to his spouse. In the event my son and his wife should predecease me or fail to survive me by ninety (901 days, or in the event we should both die as a result of common disaster, then I give, devise and bequeth all the rest, residue and remainder of my estate to their issue in equal shares, to share alike if any shall be surviving. In the event no issue survive, being my grandchildren, then in such event, I give my entire estate to JOHN WILLIAM MacFARLANE, of 100 Tall Oak Drive, New Cumberland, pennsylvania. ITEM III. It is my express wish and desire that my executor despose of my person by cremation, without any funeral services or viewIng services. Further, the money that my executor would have spent for such services, in lieu thereof, shall be given to the Child Abuse Agency, Harrisburg Office. ~Aiftfd:d _",,_,~~,.~....,_,.,_~~~,.......,.",..___~~.c.,..,..- _._ ITEM IV. My Executor shall serve without bond and is hereby authorized and empowered to sell at pUblic or private sale or sales all of the personal property of which I may die seised and to likewise sell all real estate of which I may die seised, and to convey the same by fee simple deed or deeds to the same effect that I could personally do, if living. ITEM V. Executor and Trustee as follows: I authorize and empower by (A) to compromise, adjust, release and discharge in such manner as my Executor and Trustee deem proper, all debts and claims owed by me or my estate; (B) to sell, lease or exchange at public or private sale, or in such manner, at such prices and upon such terms of credit or otherwise as my Executor and Trustee may deem proper, all or any part of my property, real or personal or mixed; (C) to execute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; (D) to borrow money for the purpose of paying estate, inheritance, or other taxes which are required to be paid and to secure any such loan by pledge or mortgage of all or any part of my property, and to execute the necessary instruments to carry out such powers; (E) to distribute my estate in kind, or partly in money and partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributees; (F) to conduct any business in which I have an interest at the time of my demise for such period as my Executor and Trustee may deem proper; to borrow money and pledge the assets of the business; to do all other acts that I, in my lifetime could have done; to delegate such power to any partner, manager or employee without liability for any loss occurring therein; to organize a corporation to carryon said business by itself or jointly with others; to contribute all or part of the said business as capital to such corporation and accept stock in said corporation in consideration therefor; to hold such stock for the uses of this, my Will, and to vote said stock or to sell the same as to my Executor may seem best; L4ltftJ.Kot (G) to retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments/ (H) to execute any options to purchase/ (I) to apply for stocks, bonds or other investments/ (J) to purchase or otherwise acquire real estate (K) to retain indefinitely any part of my assets, real or personal, which is or may become unprOductive or to make sale thereof/ to pay carrying charges and expenses of the property out of other principal or income of my estate. The powers herein conferred shall be to my named Executor and Trustee and all successors thereto and shall be in addition to and not in limitation of other powers conferred on said fiduciaries. IN WITNESS WHEREOF, I have hereunt~ set my hand and seal to this my Last Will and Testament, consist~of ~ ~ (3) typewritten pages, each bearing my signature, this V, day of ,2.. ~h <> i- , A.D., 1966. V ~'Vf/9:if#1eihJi 'SEAL) witness I / STATE OF PENNSYLVANIA ) ) 55. COUNTY OF CUMBERLAND ) On this the '1fL- day of d~.!:6lh.J , 1986, before me, the undersigned officer, personally appeared?DOROTHY M. KIRKPATRICK known to me (or satisfactorily proven) to be the person whose name is subscribed to the Last Will and Testament and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official ~r: /f ~ (SEAL) ~ otary pUblic JAM It. D.1ISOlI, MOrAllY Pl8.IC CllY Of YllIlIl, \'ORl( co.. "" MY ~IS$IOII EXPl1lO APRll.IlI, I" seal. REGISTER OF WILLS OF COUNTY OA Tn OF SUBSCRIBING WITNESS codicil (each) a sllbicrlbl", witness to lhe will presented herewith, ( law, depose(s) and S~Y<s).lhal --.......... the leslal , sign the same and Ih~ , r<qUesl of leslal In h presence and..! other subscribing wltness!es)). Sworn to or affirmed and subscribed be~ me this d of 1_ h) being dUly qualified according to presenl and saw signed as a witness at the the presence of each olher) (In the presence of Ihe (Name) ----=. / / " 10 the best of the i r knowledge and belief. SWO, rD to or af/i:med and subscribed before ~ ~. 1} J /;;;.-/ . 10th P oe e. cw muhls day of 325 Weeley Dr ~l1'e)A 3111 . July 19 95 l'Iechan~csDur IlA 1 55 ,~A.r.f!;.~ <uu~/"'-O..!..7J[~ ~d ~ ',' Reg~ 7. ome r 325 Wesley Drive, Apt. MechanicBbU~Sdd~) PA 3111 17055 I ... I ! (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS PHOEBE M. RICHTER and WILLIAM A. RICHTER (each) a subscrlber hereto, (each) being duly qualified according to law, depoSe(s) and say(s) thai they are familiar with the slgnalure of Dorothy M. Kirkpatric,k ltltdJlsllc testalrix of l(_xlIfllllroclttlbsmblnjpclll4uteuecxlIO)c the will presenled herewith and lCIIdfllllk they believe ~ the slgnalure on lhe will Is In Ihe handwrlllng of Dorothy M. Kirkpatrick Ihat ~'______'_'-:-T"_"'___.,b"",~_,_,_ .....~ .-- t" "NUlL J,. AN Ill. OIO.Oft A.VAUOIIN, OJ NIt'nAIL L. "ANn. II. bART paLONa AND!!!'!, VAUGHN & llANGH A""OUNUVH A" loAW nun HUltTII TWKLI'TII HTIIHKT ...n BOX HIli 1.ICMnVNU, I'ltNNHYJ.\'ANIA 170.aa TBLlrJlOHI 11171 fnl.n:snl 29 June 1995 'AX "If I 701-14311 Mary C. Lewis, Register of wills cumberland County Court House Carlisle, PA 17013 RE: Estate of Dorothy M. Kirkpatrick Dear Mrs. Lewis: I have been asked to assist Mr. Samuel A. Kirkpatrick, III, with the administration of his mother's estate. His mother, Dorothy M. Kirkpatrick, died on 23 June 1995, a resident of Cumberland County. since I am not able to be present with Mr. Kirkpatrick for the probate of his mother's will, I wanted to take a moment to write this letter so that my client may be able to begin the probate process in your office. Mr. Kirkpatrick is producing for you the original and one copy of his mother's will. Please note that the will does excuse the posting of bond by the executor in Item IV. Mr. Kirkpatrick is also supplying to you a death certificate. Because Mrs. Kirkpatrick's will does not contain a self- proving affidavit, we will make an effort to locate the sUbscribing witnesses in order to complete the probate process. Mr. Kirkpatrick, unfortunately, must return to his home in Texas, and he will be leaving our area on 30 June 1995. Mr. Kirkpatrick will be paying to you the filing fee for these documents at this time. Please provide us with seven (7) Short Certificates. Mr. Kirkpatrick is also supplying to you a completed estate information sheet. I ask that you accept these documents for filing subject to completion of the steps necessary for the issuance of Letters -.-,..... --~ - ~i ."', 'H1f~~ ~::'l \ !'j , ~... ~~ ,- -0 ~::c 'OS ~8 'EO ~ '" i;!.,... ~=o . 0.... ,~U - t'tlo( . C Po -... .f' . "C u ''; l\ iii ~'~ ~ ;:?'Uu .JI a I It) 0"- , ...... ~ - - - - - , -C'O .E~~!:: cllj c::o:: ~ g - ~ ~ >- ~ -c ....;' >.c_ Ju.c ~. -:;Er-7" E!'g g ~ ~ < ~I U C \ ---,.-... 0"_"_, ....,-..=:__~_ _..__ -.- ",-- r- ,...,- - - - . I " " . , ~ ft" "'s f !4 \' -. .<. .-' ,\ . ...i- I' j '" ';\"'-"j . " ~ I I,.. t ~" j. ..1 , ... .."'~" > -"-,, , ..,: , ~ tI. ; ~' -'" ~ .. r.. ..,-~ 4.\_ ;"''11 .." .\ ; ,.- ~ " ,.., , . .. . J , , " . ,". '" \. -, r .' \. . , .( .. -.- r~ .. " . ~-, _:J_ I to. - r' I ..~ - -. -_.' -'.-'''- . ~ .-- --- -- - ~-' _.-- .___. _0- _ __ _.- -~ -- - - ---. 'I."~ __ -- - ---.. - -- -.-- ---. -- -- - -_.- - -.-. -~..- I I I }1OI0.ur I l , t I I I I I I I 1 I ,I . I I I )1 REMARKS SAMUEL. A KIRKPATRICK I I I 1 C/O GEORGE A VAUGHAN I I I ESe I '; ~ SEAL CHECK" 1006 RECEIVED BY .: /. . .,' I ~ONA1UIE J . I MARY C. L.EWIB . .' 1 REGISTER OF WILLS REGISTER OF WIL.L.S ",1/, J ..... . l_______ ---....-,...,,-,...-...-=.- ....,.~.~ -.-- ----- ----:-.r::r:.;.,....,.,;_.. . 0 '4" .. . ; --l';y*lI:'~,~'!I!. -,,"~L~'- ~"_~"';",,c.:_...""'. _'."'c"'",,- !l\'C"'iI::.:;'iYi :)."'.1'u:r~''''->-'-;,,' .i__T,..'f~_'-;':- -~ .~ . 'W"NWiA~nH~P;"PI""SYLV~~iA~iilr . , ~1~~~Mh~oPluv.Hij'I_~1';;}~'Vk~-Jiit7~~~ ' J~t tt ~'~~1i"~IAiiNH"ITAN'c:.A'~D . -, ~: ..,,It,....... .... . '" ACN ASSESSMENT P:' CONTROL iii NUMBER RECEIVED FROM. & AMOUNT VAUGHN GEORGE A III Ese J.vl .A..I7.:1.c-b 3904 TRINDL.E RonD CAMP HIL.L., PA 17011 . ESTATe INfORMATION, m IMlER II 21-1993-0326 BSN ell NAME Of DKEDENT I T) (fiRST) Gi KIRKPATRICK DOROTHY M II DATE Of PAYMENT II POSTMARK DATE COUNTY 201-18-1281 (Mil CUMSERL.AND DATE Of DEATH m TOTAL AMOUNT PAID .3,193.26 PO ., ./ .. l~j' ) ; .~ ~. ." , ., - I .., '. . , . " , .....--.. ~......,.-..- r.. -- ~ 1..._ , . ". .. ..-._~ , -----~ j .~_. . - - ._ -. ---, _ m \ < I .~- - ~I ~I '-f INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS ~1 rOR OA1[!i or O[AlIl Allfllll/l111JICHtCII, HERE IF A SpoU~,Al ., . REV. ,~OO[)( 117.'41 2. Supplementel Relurn 41. Future Interest Compromis. (for dat.. 01 dealh a"e,12.12.82) [!] 6. aecedent DIed restate []] 7. Oocedent Maintained II Living Trust (Attach CD of Will) (Attach a co of Trust) C p ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. o ft NAME COMPLETE MAILING ADDRESS i D Ceor e A. Vau hn III 5 ~ TELEPHONE NUMBER - T 717 975-9102 1. Real Estate (Schedule A) I 2. Slacks and Bond. (Schedull B) (2) 3. CIo.ely Held SlocklPartne"hlp Inter..t (Schedule C) (3) 4. Mortgages and Notes Receivable (Schedule D) (4) 5. Ca.h, Bank Deposhs & MI.cellanaou. Pe"onal P'operty (Sch, E) (5) &. Jointly Owned Property (Schldule F) (6) 7. Tran.le" (Schedule G) (Schedule L) (7) 8. Total Gross Assets (tolal Lines 1.7) 9. Funeral Expens.s, AdminlslmUvl Costs, Miscellaneous E,pen... (Schldule H) 10. Dlbts, Mortgage Llabilhle., Lien. (Schedulan 11. Total Deductions (totll Lines 9 & 10) 12. NI' Value 01 Estat. (Line B minus Line It) 13. Charitable and Governmental aequests (Schodule J) 14. Net Value Sub ectto T.. (line 12 mlnu. Line 131 1&. Spousal Transfe" (fa, date. 01 dealh afle, 6.30-94) Se. Instructions lor Applicable Pe,centage en page 2. (Include values Irom Schedule K or Schodule M.) ,.. Amount 01 Line 14 taxable at 6.1. rale (Include values from Schedule K or Schedule M.) 17. Amount of LIne 14 tauble 8t151{. rate (Include values tram Schedule K or Schedule M.) lB. Prlnclpalt.. due (Add la, from line 15, 1& and 17,) 19.CreditslSp Povorty Prior Payments Oiscount Inlerest 0.00 + 14 ,000.00 + 736.81, 0.00 20. If line 191. greatllthan line lB, Inler the differenco on line 20, This Is the OVERPAYMENT. ~ 0 Cheek her." aU ar. re uelUn a relund of our Dyer . ment. 21. If Line 18 Is groater than line 19, Inler Iha dHfllenco on Line 21. This Is the TAX DUE. A. Enter theln,er.st on 'he balance due on LIne 21A. B. Enllllhltotel 01 Line 21 ond 21/\ on Line 21B, This I. Ihe BALANCE DUE. Make Check pa able tOl Re later of Willi, A ent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH · .. .'penal"a pe1ut'f, KII' I IV"" nll . "Iurn, neudngaccompfonynglC Uti' 11.ltmenll,' tal' .Ia my oaw.dg., .. ,lltrut, ca"Kt.nd compltl', dtcl.t.ln.I.1I r..I..t.l. hi' betn "potled.1 Uue mltk.1 v.lue. D.el,r.lIan 01 P"P'''t alh"ln.n Ih. plllanal tap'...nl.II....I. b...d on aUlnlatmlllon 01 which pt,p,t,1t h.. I"" knowl~\l" CAB H P L E P 0 C R C K 0 K P 5 FILE NUMBER 71.95.0526 cO"MF~:t.\W\\llJl.lW1iil'~~'NI' UAnRl5R8~t,~.ffi'211' 0601 NUfr,Aur.n cnUN1Y(:UIII. V, All DECEDENT'S COMPLEtE ADDRESS 325 Wosloy Drlvo Mochanlcsburg, PA 17055 D E C E D E N T DECEDEHl'S NAME (LAST, FIRST.AHD MIDDLE IHITIAL) Kirk atrlck Doroth M. SOCIAL SECURITY NUMBER DATE OF DEAlH DAtE OF BIRtH 201.18-1281 06/23/1995 05/16/1914 Remainder Return liar dll" 01 dlalh prior to 12.13.82) Federal Estate Tal( Return Required Total Numb., 01 S,le Oeposlt Bo." County Cumbor 1 nnd QF APPLICABlEISURVIVtNQ SPOUSE'S NAME (LAST ,FIRSr AND MIDDLE INitiAL) SOCIAL SECURllY NUMBER A-.AOUNt RECEtVEO(5EE INSTRUClIDNSI 0.00 X I. O,lginal RalUln 4, Llmitld E.lale 05, &. 3901, Carn Trlnd1e Road Hill PA 17011 None None Nono None 18,353.58 None 285,953.07 (Bl 30/, ,306.65 R E C A p I T U L T o N (9) 5,371.47 100.17 (10) 5,471.64 298,835.01 Nono 298 835.01 (II) (12) (13) (14) (15) 0.00 x 0.00 , (16) 298,835.01 X ,06' 17,930.10 ~ (17) 0.00 X ,IS' 0.00 (1&) 17,930.10 C o M ~ T A T o N (19) (20) 14 ,736.81, 0.00 (2t) (21A) (21B) 3,193.26 0.00 3,193.26 DATE LE FOR FILING RETURN ~ <--'" THAN REPRESENTATIVE !~.m. .I!~~!.~G!'!'.'!...... .......... ...... --.......,.. San Antonio TX 76216 ]I 3'~.9' DAlE fl}/;ff 39'64' T':indi~'Ro.id'''''''''''''''''''''''''''' -... Camp Hill, PA 17011 Fotm 1&00 tR~. 7.141 . RiV.. "01 EX. (Z-17) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COt.ltl.m~4\,~,WhYANIA ESTATE OF Plva$. Punt or T )0 FILE NUMBER 21-95.0526 Dorothy M. Kirkpatrick SSO 201.18.1281 06/23/1995 olnll -ownod with RI hI ot SurvlYollhl mUlt bl dllclolod on Schodull F) DESCRIPTION VALUE AT DATE OF DEATH 5,000.00 (All 10 I ITEM NUMBER 1 10 PNC Bank; Certificata of Deposit 00473200219563; principal balance as of date of death 2 PNC Bank; Certificate of Deposit 00473200219563; interest accrued to date of death 12.33 3 PNC Bank; Certificate of Deposit 00473200219564; principal balance as of date of death 5,000.00 4 PNC Bank; Certificate of Deposit 00473200219564; interest accrued to date of death 12.33 5 PNC Bank; checking sccount; 05140034635; principal balance as of date of death 2,351.67 6 PNC Bank; chocking account; 05140034635; intereot accrued to date of death 2.35 7 1985 Subaru 4-door station wagon; VIN JF1AN43B9F8461007 1,000.00 8 Miscellaneous larger furniture items 1,115.00 9 Miscellaneous household furniture, furnishings, clothing and personal effects 1,918.00 General Accident; refund of unearned tenant's insurance premium 100.00 (see continuation schedule attached) Total of Continuation Schedu1e(s) 1 841. 90 TOTAL (101.0 Inter on linl S. Riel hulatlonl (Attach addhional8 112' . II" ,hilts H me,esp,clts ""dld.) Copyrlghl (c) 1tt4 form IOtlW.... only CPSYltlml,lnc. S 18 353.58 Form 1500 Scheel. E (Rev. 1..17) Estate of. Dorothy M. Kirkpatrick SSH 201-18-1281 06/23/1995 ITEM H , CONTINUATION SCHEDULE Continuation of Schedule E DESCRIPTION VALUE AT OATS OF DEATH 11 Bethany Village I retirement home refund 12.90 12 Refund of withheld 1995 federal income tax 1,129,00 13 Pace Saver Electric Scooter 700.00 1,841.90 " '. --; . " . "IV. litO EX. ('.17) CO"'l1.'!ln/!;W{\,_,worANIA ESTATE OF SCHEDULE G TRANSFERS Please P,lnl or T . FILl NUMBER 21.95.0526 Doroth M. Kirk atrlck SS 201.18-1281 06 23 1995 THIS SCHEDULE MUST BI COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE liS YIS. ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER h InclUde NmI 0' th!~~~!:r~;.I!!.~:, OF ASSET ,.INT. DECEDENT INTEREST .1. I .., n. .to 1 Funded Revocable Trust 285,953.07 285,953.07 ^8reement (PNC Bank) dated March 23. 1989 , TOTAL (Also Inter on Ilnl 7. RICIDHulollon) Is 285.953.07 (If more .pICI I. neldld. Inson Iddrtlonel .hlll. 0' .Ime .'ZI,) CopyrIghl ee) 1"4 fOfm soUwu. only CPSY'lellll,Inr:. Form 1500 Sch-'uf. G (A..... '.'7) REV.. 1111 DC . (7.") . cO"'H.m~{\WJUU.fVhY'NI' ESTATE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Print or T . FILE NUMBER 21-95-0526 Doroth ITEM NUMBER A. B. C. 305.00 52.50 370.00 I 209.01 I , 60.60 SS 201.18.1281 06 23 1995 DESCRIPTION 1 Fun.r.' Exp.n..., Musselman Funeral Home, Inc.j professional funeral services AMOUNT 1,030.00 1. Admlnl.Ir.Uv. Co.'" P.rsonal R.pr..,ntallv. Convnlsslons Social S.eurily Numb.r 0' P.r.onal A.p....nt.llva: V..r Commissions p.1d 0.00 2. A"ornay F... 3,000.00 3. F.mily Eumpllon Claimant Add..ss 0' Claimant .1 d.e.d.nt'. dOllh Str..t Add".. Cily 51.1. Zip Cod. Relatlon.hlp 0.00 4. Probate Fils 1.00 1 MI.e'lI.neeu. Exp.n.... Mary C. Lewis, Register of Wi11sj probate filing fees 2 Estate Valuations and Pricing Systems, Inc.j fee for securities' pricing 3 Bricker's Auctionj auctioneer's commission of sale of furniture 4 Shipping, postage, and miscellaneous supplies 5 Frost Bank; fee for estate (see continuation schedule attached) Total of Continuation Schedu1e(s) . 343.36 TOTAL (AI.o 'nler on IIn. 9. A.e. Itulallon) (II mar. .p.e.l. n..dad, In..rt Iddlllonll.h..t. oI..m. .1.1.) Copyrliht{c) 1114 farm IOflw".onI)' CPSYII."",'ne. . 5 371.47 .. ""~-':/''''r'-\'';;:;!I''~...~t,~ l~<,; ,",' <:~o~ ,,'.....,.,..';Oc., Farm 1500Schedul. H(Rh'. 7.18) ! I I . Bstate of. Dorothy M. Kirkpatrick SSH 201-18-1281 06/23/1995 CONTINUATION SCHBDULB Continuation of Schedule H-C ITBM H DBSCRIPTION AMOUNT account 'checks and estate account fess 6 Bookstop/ purchase of reference materials for estate administration 37.44 7 Local transportation expenses incurred by out-of-state executor 12.66 S' Local meal expenses incurred by out-of-state executor IS3.26 9 Register of Wills/ reserve for filing fee for inventory and inheritance tax return 2S.00 10 Register of Wills/ reserve for filing fee for receipt and release 7.00 11 Joyce's Accounting Service/ preparation of 1995 state and federal income tax returns 75.00 --...................... 343.36 ';~"""'II"~.",.--tt.;-"..-,tf;7> . REV. IIl1llC, 1'.11) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pl.... P,ln' 01 T . FILE NUMBER 21.95-0526 Co"r.\l\l~~~wt.%'MhYANIA ESTATE OF Dorothy H. Kirkpatrick SSO 201.18-1281 06/23/1995 ITEM NUMBER 1 DESCRIPTION AMOUNT 18.31 PNC Bank; pre-death chock paid after date of daath PNC Bank; pre-death check paid after date of death 58.00 2 3 Bell Atlantic - PA; telephone service to dscedent 11. 86 4 PA Departmsnt of Revenue; 1995 personal incOOlS tax (final) 12.00 TOTAL (Also .nl.r on lin. 10. R.ca hulationl (II I11OII.pac.1s n..dad.lnian addhlonal.ho.t. ol.amo slz..) Copyright te) tlt4 lorm softwar. DnIy cPSYlte"",Inc. $ 100.17 Fafm 1500 Sch~. I (Rev.1-IJ) , REV. 151J EX. (2.171 SCHEDULE J BENEFICIARIES co..t1.m~4\,~,WhYANIA ESTATE OF Doroth ITEM NUMBER ITEM NUMBER FILE NUMBER 21.95.0526 M. Kirk atrick SS 201.18.1281 06 23 1995 NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE RELATIONSHIP 1 A. Tluble BlqUlltS: Samuel A. Kirkpatrick, 111 13714 B1uffgate Son Antonio, TX 78216 Entire Son NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE a, Charltabl. .00 Govlrnmental a.quISls: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also Inter on line 13. Roel hulallon) (If marl sp.clls nl.d.d, Ins.rt .ddiUonal SheltS 01 same size.) Copyright Ic) 1114 'Ofm IOflw". onty CPSyalem1,lnc. . Form 1500 Schedul. J (Rr.r, 2.17) 0.00 ,.. '.' LAS T W ILL T EST A HEN T AND OF DOROTHY H. KIRKPATRICK I, DOROTHY M. KIRKPATRICK, a resident of Fairview Township, York county, pennsylvania, being of sound mind and memory, 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 of my just debts, funeral expenses, and the cost of administration of my estate be paid as soon as practicable after my death. I direct that my Executor pay out of my estate, as a general charge thereon, all inheritances, estate, succession, and other taxes, together with any interest or penalty thereon assessed by reason of my death, with regard to all properties and assets subject to such taxes, whether or not such property and assets pass under this Will. ITEM II. I give, devise and bequeath all the rest, residue and remainder of my property, real, personal or mixed, tangible or intangible, of whatsoever nature and wheresoever situate, and all property to which I may be entitled or over which I may have any power of disposition or appointment, and whether acquired during or after my lifetime, to my son, SAMUEL A. KIRKPATRICK, III, provided he survives me, otherwise to his spouse. In the event my son and his wife should predecease me or fail to survive me by ninety (90) days, or in the event we should both die as a result of common disaster, then I give, devise and bequeth all the rest, residue and remainder of my estate to their issue in equal shares, to share alike if any shall be surviving. In the event no issue survive, being my grandchildren, then in such event, I give my entire estate to JOHN WILLIAM MaCFARLANE, of 100 Tall Oak Drive, New Cumberland, Pennsylvania. ITEM III. It is my express wish and desire that my executor despose of my person by cremation, without any funeral services or viewing services. Further, the money that my executor would have spent for such services, in lieu thereof, shall be given to the Child Abuse Agency, Harrisburg Office. ~~~~ i ....- ....._....~-- ,-~- .- .' ITEM IV. My Executor shall serve without bond and is hereby authorized and empoWered to sell at pUblic or private sale or sales all of the personal property of which I may die seised and to likewise sell all real estate of which I may die seised, and to convey the same by fee Simple deed or deeds to the same effect that I could personally do, if living. ITEM V. Executor and Trustee as follows I I authorize and empower by Ii I~ I r f j, '/ f' " ~ . (A) to compromise, adjust, release and discharge in such manner as my Executor and Trustee deem proper, all debts and claims owed by me or my estate/ (8) to sell, lease or exchange at public or private sale, or in such manner, at such prices and Upon such terms of credit or otherwise as my Executor and Trustee may deem proper, all or any part of my property, real or personal or mixed/ (C) to execute, aCknowledge and deliver instruments of conveyance, including deeds in fee simple/ (D) to borrow money for the purpose of paying estate, inheritance, or other taxes which are required to be paid and to secure any such..loan by pledge or mortgage of all or any part of my property, and to execute the necessary instruments to carry out such powers; (E) to distribute my estate in kind, or partly in money and partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributees/ (F) to conduct any business in which I have an interest at the time of my demise for such period as my Executor and Trustee may deem proper; to borrow money and pledge the assets of the business; to do all other acts that I, in my lifetime could have done; to delegate such power to any partner, manager or employee without liability for any loss occurring therein, to organize a corporation to carryon said business by itself or jointly with others; to contribute all or part of the said business as capital to such corporation and accept stock in said corporation in consideration therefor, to hold such stock for the uses of this, my Will, and to vote said stock or to sell the same as to my Executor may seem best; L4 ),~aK", . r >C, > ~ ,~. ~, .-' ~'-.~, ^'> ... ~'~::''''~;.t r- . 4 I (G) to retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments/ (0) to execute any options to purchase/ (I) to apply for stocks, bonds or other investments/ (J) to PUrchase or otherwise acquire real estate (K) to retain indefinitely any part of my assets, real or personal, which is or may become unproductive or to make sale thereof/ to pay carrying charges and expenses of the property out of other principal or income of my estate. The powers herein conferred shall be to my named Executor and Trustee and all SUccessors thereto and shall be in addition to and not.' in limitation of other powers conferred on said fiduciaries. IN WITNESS WHEREOF, I have hereunt9 set my hand and seal to this my Last Will and Testament, consist~ of -fhN.A- (.3) typewritten pages, each bearing my signature, this $'" day of 0.. ^~. ~7- , A.D., 1966. V . . . (SEAL) r .. i i I I ',... ! :_?*,.,~~~,._",~~~t~,~~i;~H~~,!~:'l~~~~~~,;t~;~;~,;;~~~~:'~'~.J.k~;;~~.J:}- 1'c STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ) SS. ) On this the 'IlL day of c:2~~h -<LJ , 1986, before me, the undersigned officer, personally appeare~OROTHY M. KIRKPATRICK known to me (or satisfactorily proven) to be the person whose name is subscribed to the Last Will and Testament and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~/. If ~ (SEAL) ~ otary PUblic JAYNf 11. D.USOH, NarAR'f PIIBI.IC CITY Of YOllIl, \'OIlK co.. PA lI'f COIlIIISSIOH EXPIRES N'RlJ.10, I'" . , . I. ! " . II , FUNDED RBVO~AD~B TRUST-1LQRRSM~HT THIS AGREEMENT OF TRUST, executed ill duplicate this ,,(J,.J day of ;v1,()..Y(A , ill'_'l , betwoen Doy-"f/'y ;11 . KI'r~Y-:c~ .-----.. ..- (hereinafter called Settlor) , and CCNB BANK, N.A. , of New Cumberland, Cumberland County, Pennsylvania, (hereinafter called Trustee), ~ FIRST: Settlor grants, assigns and sets over to Trustee and its successors, all the property described in Schedule "A", annexed hereto and said property, together with all other property, real or personal, that may be added to the Trust (such property and additions being hereinafter called principal), shall be held by Trustee, IN TRUST, upon the following terms. SECOND: Trustee shall manage all property comprisin~ the principal of this Trust and shall collect the income therefrom and accretions thereto and shall pay the net income IIII'I hold and distribute the principal of said Trust as follows: (A) Trustee shall pay the net income therefrom '"', Settlor .for and during his or her lifetime, subject to till> provisions of Item FIFTH, in such periodic installments a:' Trustee shall find convenient but at least as often as quarter- annually. . . ^ ^.^~:... ., . (8) Upon the death of Settlor, Trustee shall distribute the then remaining principal and any accumulated or undistributed income to Settlor's executor or administrator fnr distribution as a part of his or her estate. THIRD: The principal and income of this Trust shal J be free from anticipation, assignment, pledge or obligation of Settlor and shall not be subject to any execution or attachment or ~o' voluntary alienation. FOURTH: Trustee shall have the fOllowing powers ill addition to those vested in it by law and by other provisions of this Trust, applicable to all property, whether principal Ot income, exercisable without court approval, and effective until actual distribution of all property: (A) To retain any or all of the assets of this Trust, real or personal, including stock o~. Trustee, or of its parent hOlding company, without regard to any principal of diversification or rislt. (8) To invest in all forms of property, includinq stock, common trust funds and mortgage investment funds whether operated by Trustee, or its parent hOlding company, without restriction to investments authorized for PennsYlvania 2 .. . Fiduciaries, as it deems proper, without regard to any principal of diversification or risk. (C) To sell at pUblic or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as it deems proper. (D) To allocate receipts and expenses to principal or income or partly to each as Trustee from time to time thinks proper in its sole discretion. . (E) To hold property in the name of Settlor or in its name without designation of any fiduciary capacity, or in the name of a nominee or unregistered. FIFTH: Trustee may apply the net income of this Trust for the support of Settlor sh~uld he or she by reason of age, illness or any other cause, in the opinion of the Trustee, be incapable of disbursing it; and Trustee is further authori::e" to extend or apply from the principal of this Trust such sums "" it, in its sole discretion, may, from time to time thinJ~ advisable for the support of Settlor to maintain him or her ill the station of life to Which he or she is accustomed at the creation of this Trust, or during illness or emergency. 3 ., . ~ ~ ;.. _......; ,-,,--.,... .........~.. ...~ ."''- ,-.........-... .~-'-.., .-._. ._' - ..... __... _.-._e.... . .~ ... . .. ft SIXTH: Subject to the approval of Trustee, anyono may add property I real or personal, to the prinCipal of this Trust by deed, will or otherwise. SEVENTH: Trustee shall receive compensation for the performance of its functions hereunder in accordance with its standard schedule of fees in effect from time to time during the period over which its services are performed. BIGHTH: Settlor reserves to himself or herself the right by an instrument in writing intended to take effect during Settlor's. lifetime signed by Settlor and delivered to Trustee to revoke or amend this Agreement in whole or in part provided that the duties, powers and liabilities of Trustee shall not be sUbstantially changed without its written consent. NINTH: The situs of this' Trust for administration r I and accounting purposes shall be in the County of Cumberland and Commonwealth of PennSYlvania, and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of that Commonwealth. " , i ~.. I , . . . '-'.:-..;.....-~, '';';'''---'~~'''~ ','" COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF CUMBERLAND ) '~":Jfi? On this the ~~ day of before me a Notary PUblic, the undersigned Officer, perSonally .....r..'~l'11() k'.,<J?l11dl'1J]. ~ho .okoo.,..... hi""E to b. th. ~1121 rn l-':'U:;;t 0RiI-r;?R., . oE BANK, N.A., a corporation, and that he as such t/$J"6illl t:- Yn?tecft ,@, CCNB lRL5r Or-FiCee , being authorized to do so, exeCUted the foregOing instrument for the purpose therein Contained by corporation by himself as Ass)s-hn-l::: Signing the name of the ieUB+ o-R7ceR. j . IN WITNBSS WHBREOF, I have hereunto set my hand and official seal. -~._-...._--.. NolA/ill :koJ 010..... L Pall\t, Notaty PubIc Camp HlIloIv. ClJmbni1cll:<<r1ly MYCommloclon SlIpl.15.11lGO Mtm...., P~MIG:Io...,O'Nollrlae .t I I I, ; \ , I II , ,. il .' !' , I, ~- !: ~( -,t \ \' i ~..c j ! i ; : I '1 "" !.... ---, . 6 . , . . . . . . 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'; " :~,':::\~if.~;:t~}~1fTIW~1~": ~~ -'....:1:.'~,.,:-..,..t_ . .,.~ ,'._ '_"".'.7~lwJi;'~f\"I':'..t>; ,.,.~~i%~~~~~f,> .... .... ..'~ ;~jf);;:i"At~~t~J~ '~r:':;f':!/,!~~~, ~ '; i~'~j;~.~,:::: .:~ ", .~ Recol'l1i:d (~ilicf::~ of, - "'_'. ': \ :-"'/r~.~\ .~ti 'i . ,~',~~,):'~it~ t'-~"~~"<'!'."-' "-R I~ ~f -',}-""'~'~"~.~rl, ....~., . ~ - .;;'1" .:~!A k.'~ ;:: .;::. ~~:':' J" ~tl 'Jltll' of 'vvUls"~ :;. ",\. . ~...f- '.{~ ~: ~/;='::;:(');.'~f ;,': 71',;,<'#';':- ;rr~'{~"'!C':~i:~;~;~i,.;,t~i~~?: ", : .:', : "':'::~~:,~:::~:::;{;\J.:f;::~fj~:~~~~~~:<"-' ""''''1\~'~':'''', e,~"QIj,~. AGO, ~1 ".~11 ;54:,:. :;, .' ':. ',:,<w,,' l,\ l~t~"~~' ,'1..,....';_ L ,~...: ~-'":t~"; .':..;>r,;'-"'(::,,~. ?~..,:, .,~ . r><, ~t~ I 'j;.~;t"" '~,'\;.~.9 "~' ;\>lo-~~ f~"', ~> ,,,, ~/h' 'll ,~ ;, "', f ~ -,1 "'''''''11:" ,; "!'?)!",~ f.;'. &~ 7:l/~./' '-ofl )~..f~r';:;; d.,'";"C"'~i04.kJ~okt> .-f ''f",'. rt',..,\;:;.,tf,'''::';'.,/~u: ,.,"-r ;;r~ ;~...t.~.'l~ EhA: .1\,;~lf!..~\t;\~ '%.\:if.).U I,;' t..., ~l r, ':'''~Lr.".t.. "<"",'.< ,', 'rt;'...."" ....~...'~.,.l "<fP''A'' "'m_'f.'''''~ ~:'~T ,~,i;.ii'~HflluD'J';"Mi\I' \lOli ~ ~~.~," ~ '~ {. ., f.l1 ~':"[~:~~"/~~:~Y"i . <,-.'. ,. -.;.- -,- ,,.,, \; :,;?;",:,}j;.-~: IN RE. ESTATE OF DOROTHY M. KIRKPATRICK, Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1995-526 RECBIPT AND RBLBASB I, SAMUBL A. KIRKPATRICK, XII, the undersigned, being the heir of Dorothy M. Kirkpatrick, deceased, do hereby. 1. State and acknowledge that I am an adult individual having been born on October 24, 1943/ 2. Waive the filing of an Account or Schedule of Distribution by the personel representative of the Estatel 3. Acknowledge that I have received all sums of money and all property to which I am entitled as the sole heir of Dorothy M. Kirkpatrick/ 4. To the extent of said distribution, release Samuel A. Kirkpatrick, III, Administrator, of the Estate of Dorothy M. Kirkpatrick, and his heirs and personal representatives, from all liabilities, whether due to his negligence or otherwise, which he may have by reason of his administration of the Estate/ 5. Agree to refund to the Estate and to the said Samuel A. Kirkpatrick, III, Administrator, any portion of the distribution to which I am not properly entitled, and, to ths extent of said distribution, to indemnify him and the Estate for claims made against him and to reimburse him and the Estate all expenses and costs incurred in connection with any such claim/ and 6. Declare that this instrument ahall be legally binding upon me, my personal representatives, and assigns. - I have hereunto set my hand and seal this / J day ,1996. -'J O~~- .~;;> [SEAL) Samuel A. Kirkpatrick, III of ~BRBor, - 1 - . ....-.--'lIoi I I I I ! I I I l. I . . ......,-.---..--..----. ... ~- -'-~---'-- ,.....-..... I'" ;.:; I '1s - ~-;;4 Inventory of the reel and peraonal estate of c I., Dnrnt.hy M. Kirkp~t.~i~~ deceased ,. i, See attached Inventory 18,353 56 . . , it '.'_'0'- <, COMMONWEALTH Of PENNSYLVANIA \, COUNTY Of CUM'ULAND J ..I Dr. Samuel A. Kirkpat~, III b.lnll dulV Rwnrn lCeordlnll to I.w, do po." .nd .av' that h. I R ~hll- AdmlnlR~ratQr C.'!'.A. 0' tha Estato 0' nnrn~,hy M. KI rkpil~,r1ck lata 0' ...Milt::llan..i~J.PUrg~_LOw.e.r....J\llen._Townsh i PL-, Cumbarland County. PI., d.cealld Ind that tho within Is .n Inv.ntory mado bV him ' the said "rim I n I R ~ ra ~.OL.. C.'I 0' Iho .ntlro ..1.11 of saId decedenl, con,htlng 0' all tho personal profl.rty and real ..late. e.cepl real est.le ouhlde the Commonwealth of Penn.vlvanll, end thai the flgur.. oppo.lte each Item 0' the Invenlory repr"ent It', 'alr value II of the date 0' decedent', dealh. ~ Ind sub.crlbed before me, ~..~;q: Encutor . """,'nhtrllor 1Y1000Ch j){) ---:j.(~ E'... 19 q(p 13714 B1uffaate LULe.... San Antonio, TX 76216 Adelr... Dale 0' O..th 23rd Day June Month 1995 Vu, INSTRUCTIONS I. An Inventorv must b. flied within thr.. months after appointment of p.nonal repr"entatlve. 2. A .upplemlnt Inventorv must be flied within thirty dlY. 0' dl.covery of addltlonal lue". 3. Addltlonel .hee" mey be attached.. to personalty or realtv 4. S.e Artlcl. IV, Flduelarl.. Act 0' 1949. S -0 III . M ~ ~ .. u Do !1i u 0 u ~ III oc c i!: Do ... U. .; U. ... jj 0 Do W 0 < i: ~ z oc 0 c " :s In Z 13 0 ffi z < Do '11 " ... .. "i: 0 U .D u E - .. :s ... U '11 . it ... . '" ... .. . Do E o :t: < ... o o '" . " \ ~ I , .' I .. , , , , 'j " . l. 10 11 12 13 INVENTORY Bstate ot. Date of Death. County. Oorothy M. Kirkpatrick June 23, 1995 Cumberland ----------------------------------------------------------------------- Cash. 1 PNC Bank/ Certificate of Deposit #0473200219563/ principal balance as of date of death 5,000.00 2 PNC Bank/ Certificate of Deposit #0473200219563/ interest accrued to date of death 12.33 3 PNC Bank/ Certificate of Deposit #0473200219564/ principal balance as of date of death 5,000.00 4 PNC Bank/ Certificate of Deposit #0473200219564/ intereet accrued to date of death 12.33 5 PNC Bank/ Checking account; #5140034635; principal balance as of date of death 2,351.67 6 PNC Bank; Checking account; #5140034635; interest accrued to date of death 2.35 7 General Accident; refund of unearned tenant's insurance premium 100.00 8 Bethany Village; retirement home refund 12.90 9 Refund of withheld 1995 federal income tax 1,129.00 Subtotal ----..-..--......-- 13,620.58 Miscellaneous Personal Property. 1985 Subaru 4-door station wagon; VIN JF1AN43B9FB481007 1,000.00 Miscellaneous larger furniture items 1,115.00 Miscellaneous household furniture, furnishings, clothing and personal effects 1,918.00 Pace Saver Blectric Scooter 700.00 Subtotal ..--........--.......... 4,733.00 -1- \ INVENTORY Estate ofl Date of Deathl County I Dorothy M. Kirkpatrick June 23, 1!195 cumberland -----.---------.--------------------------------------.----.--------... Total Inventory 18,353 ;58 --- ;, -2- -~ , -, George A. V nughn, III Attorney al Law 3904 Trlndle Road Camp Hili, Pennsylvania 17011 (717) 975-9102 FAX (717) 975.9105 March 22, 1996 HAND DELIVERED Mary C. Lewis, Register of Wills Cumberland County Court House Carlisle, PA 17013 RE: Estate of Dorothy M. Kirkpatrick 1#21-95-0526 Mrs. Lewis: Enclosed in signed counterparts is the Pennsylvania inheritance tax return for the above- named decedent. According to the completed relurn, additional tax in the amount of $3,193.26 is due, and my client's check in that amount is also enclosed. Kindly file the return as a part of this estate's record and process the tax payment accordingly. With the tax return, I also enclose an Inventory to complete the cslate's record. To pay the filing fees for these documents, I enclose my check in the amount of$31.00. Please let me know if you need anything further at this time. V cry truly yours, ~c:P$.-L~ ~~rgc A.t?:;ughn, III Attorney at Law GA V/gav Enclosures (5) cc: Dr. Samuel A. Kirkpatrick, III / V REV-1547 EX AFP (12-95~ COKHOHW[ALTH Of PENNSVLVANIA DEPARTHEHT OF REVENUE BUREAU OF INDIvIDUAL TAXES DEPT. U0601 HARRISBURG, PA 111:8.0601 /:::. J/'I. 'I NOTICE OF INHERITANCE TAM APPRAISEHENT, ALLOWANCE OR OISALLOWANCE OF OEDUCTIONS AND ASSESSHENT OF TAM ACN 101 DATE 01-08-96 06-23-95 FILE NO. COUNTY c... (.... CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT" REMIT PAYMENT TO: GEORGE A VAUGHN III 3904 TRINDLE RD CAMP HILL PA 11011 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 ~ A.aunt R..ltt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiifv=i54'"7"EX-AW-n'2=9f;"j-iioT'icE--oF-YtiHEifiTANcPfJix-APPRA'iSEHEii'r;-,H.1."owANci-iiFi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KIRKPATRICK DOROTHY M FILE NO. 21 95-0526 ACN 101 DATE 01-08-96 TAM RETURN WAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I Ed.t. C Schedule A) C 1) 2. Stock. and Banda (Schedul. 8) (2) 5. Clo..ly Hald stock/Partnar,hlp Int.r.at (Schedula CJ 15) 4. Hartg.a../Not.. Recalvable (Sch.dule OJ 14. 5. C..h/Bank Dapollta'Hllc, Pa,.lonal Property (Schedul. E) IS) 6. Jointly Owned Proparty (Sch.dule F) (6) 7. Tran.hr. (Sch.dula OJ (7) IS. Tot.l A...t. APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funaral Expan.../Ad.. Ca.t./Hi.c. Expan... (Sch.dul. H) 10. D.bt./Hortg.ga Liabil1ti../Li.n. (Sch.du1. I) 11. Tat.1 D.ductlon. 12. H.t V.lu. of T.x R.turn 15. Charitabl./Govarn..nt.l B.qu..t. (Sch.dul. J) 14. H.t V.lu. of E.t.t. Subj.ct to T.x NOTE I 191 UDl I CHANGED .00 .00 .00 .00 18,353.58 .00 285.953.01 181 5,311.41 100.17 Illl U2) IUl U41 304.306.65 ~.471 ~4 298,835.01 .00 298,835.01 14, 15 and/or 16, 17 and 18 will returns assessed to date. If 8n assessment was issued previouslY, lines reflect figures that include the total of ALL ASSESSMENT OF TAXI 15. A.aunt of Lina 14 .t Spou..l 16. A.ount of Lin. 14 t.x.bl. .t 17. A.ount of Lin. 14 t.xab1a at 18. Principal T.x Du. TAX CREDITS I PAYHENT DATE 09-19-95 03-22-96 rat. Lin.aI/Cl... A rat. Coll.tara1/C1a.. Brat. USl UbI U7l RECEIPT NUHBER AA082161 AA1l2653 DISCOUNT 1+1 INTEREST I-I 136.84 .00 .00 M .00. 298.835.01 M' 06. .00 M .15. U81 AHOUNT PAID 14.000.00 3.193.26 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 11,930.10 .00 11,930.10 11,930.10 .00 .00 .00 . IF rAIO AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIREO. IF TOTAL OUE IS REflECTED AS A "CREDIT" ICR). YOU HAY aE DUE A REFUNO. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I oc:r \~<! '0 0;-; ',n. !~ co i.. e. Ll d . , ) 9' ( " .. (' =I ... ,~ . . _:~ ..~ to' t.) ro ~ 0; Iun: 0: l3 RESERVATIONI E,tet.. of decadent. d_lna on or bafar. Dlc..b.r 12. 1912 .. If any future lnt.t..t In thl ..tat. 'I 'ran'fattad In pa.....lon or ,"ja~ant to Cia.. I CeoISa,.ttl) bln,t.cla,I.. of thl dlcadant a,t., thl ..pltatlon of any ..t.ta for 11" or for y.at., thl coaaonw..lth hat.by l.pr..llv r...tv.. thl rIght to appral.. and ...... tran.,.r t~rltanc' ,.... at the lawful el... . (colll,.r.l) r.t. on anY .uch future Int.r..t. PURPOSE OF HOTICEI To fulfill thl reqult...ntl of Saetlan 21~D of thl Inh.rltanc. and E,tata tlX Act, Act It 0' 1991. 72 P.S. Saction 21"0. Uttlch thl top portion of thl_ Hot Ie. and ,ubalt wIth your ply..nt to thl RlgSlt.r of Wille prlntad on thl ,.y.r.. ,Id.. .."Ik. ch.ck or .on.y ard.r p.y.bl. tal REGISTER OF MILLS, AGENT All p.y.ent. r.c.lv.d ,h.l1 flr.t b. .ppll.d to any Int.r..t which ..y b. dua with anv r...lnd.r Ippllld to t~ tlX. REFUND (CA)I A r.fund of . tl. cr.dlt, which WI' not r.quI.t.d an the T.. R.turn, ..v b. rlqu..t.d bv ca~l.tlng .n "APpllc.tlan far R.fund of p.nn.vlv.nl. Inh.rlt.ncl .nd E.t.t. T.." (REY-l!l!). Appllc.tlon, .r. .v.llabl. .t the OffiCI of the R.al.t.r of Will., any of thl 2! R.v.nu. Dl.trlct Offlc.., or bv c.lllna the ,p.cl.1 2~.hour an.w.rlna ..rvlc. nueb.r. far for.' ordarlnQI In P.nn.vlvanl. 1-100-562-2050, out.ld. p.nn'Vlv.nl. and within 1ac.l Harrl'bura .r.. (717) 717.109~, TOOl (7171 772-2252 (H..rlna IIP.lr.d Onlv). PA...KENTI OBJECTIONS, Any party In Int.r..t not ..tl.fl.d with thl .ppr.I....nt, .llawance or dl..llaw~c' of d.ductlon., or ..,..,.ent of t.. (Includl"g dltcount or Int.,..U .. .hawn on thl. Hotlc. .u.t obJ.ct within .bty (60) d'vI of reulpt of thh Hotlca bYI --writt.n prot..t to the PA D.part..nt of R.vlnul, Board of APP..I., D.pt. 281021, Harrl.burg, PA 17121-1021, OR --.I.ctlon to have the .att.r d.t.r.ln.d It .udlt of the Iccount of the p.r.onal rapr"lntativa, OR --app.al to the Orphan.' Court. ADHIN ISTRATIYE CORRECTIONSI FactuII .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In wrltl"g tal PA D.p.rt..nt of R.v.nu., Bur.au of Indlvldu.1 TIM", ATTHI Po.t A.......nt R.vl.w Unit, D.pt. 210601, Harrl.bUrg, PA 17128-0601 Phonl (717) 717-6505. S.. p.gl ! of the bookl.t "Inltruetlo". fer Inhlrltanc. T.. R.turn for. R..ld."t D.c.dlnt" (REY-IS01) far an I.pl.n.tian of ad.lnl.trltlv.1y carrlctlbl. .rrar.. If any t.. due I. paid within thr.' ()) c.l.nd.r .onth. Ift.r the d.c.d.nt'. d..th, . flv. p.rc.nt (SX) dl.count of the tl. p.ld I. .llow.d. DtsCDUNTI PENALTY I Th. 15X t.. lan..ty non-p.rtlclp.tlon p.naltv I. ceaput.d on the totll of the ta. Ind intlr..t .......d, .nd not paid blfor. Janu.ry II, 1996, the flr.t day .ft.r thl .nd of the t.. .an..ty p.rlod. Thl. non-p.rtlclp.tlon pen.lty I. app..llbl. itl the .... ..nn.r .nd In the tho .... tl.. p.rlod .. you would app..1 the tlM .nd Inter..t that ha. b..n .......d .. Indlc.t.d on thl. notlc.. IHf[RUh Int.r..t I. charg.d bealnnlng with flr.t d8Y of d.llnqu.ncv, er nln. (9) lanth. end on. (I) d.y frol the d.ta of daath, to the det. of pav..nt. Ta... which b'c..' dallnquant bafor. J.nu.ry I, 1912 ba.r Int.r..t .t thl rat. of al. (6~J p.rcant p.r annu. c.lcul.t.d .t . d.lly r.ta ef .000164. All t.M.' which b.c.., d.llnqu.nt on and .ft.r Janu.ry 1, 1912 will b..r inter..t at . rat. which wlll v.ry fro. c.l.ndar y.ar to c.l.ndar y..r with thlt r.t. announc.d by t~ PA D.par...nt of R.v.nue. Th. .ppllcable Int.r..t r.t.. fer 1912 through 1996 .r'l ~ Int.r..t Ret. D.llv Int.r..t Factor X!!! Intere.t R.ta Dallv Inter..t FlIctor 1912 ..X .000541 1917 .. .0002~7 1915 16X .OOOUI 1911-1991 11~ .00UOl 191~ IlX .DOUOl 199Z .. .0002~7 1915 \IX .000n6 199).199~ 7X .000192 1916 lOX .000274 1995-1996 OX .0002~7 --Inter..t h calcul.tad .. follows' INTEREST . BALANCE OF TAX UNPAIO X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..Any Notlcl I..ued .ft.r tha tl. bacol" d.llnqulnt will r.fl.ct an lnter..t cllcul.tlon to flft.an .15) day. b.yond thl d.ta ef the ........nt. If p.y.ant I. .adl aft.r thl Inter..t co.put.tlon d.te .hown on the Notice, addltlon.1 Intere.t BU.t b. c.lculet.d. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dorothy M. Kirkpatrick Date of Death: June 23, 1995 Will No. 21-1995-526 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 No X 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 No X 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. \0 : -~ ~r hd' ~/,-;C- Signat.ure <::7 George A. Vaughn, III Name (Please type or print) 3904 Trindle Road Camp Hill, PA 17011 Address Date: July 31, 1997 I/'" C.-:1 ~:: ~ I = t ~1 ....'"= '.' ,". :i,d- a:' ,- P\ ':J :.; 0U (717) 975-9102 Tel. No. Capacity: X Personal Representative Counsel for personal representative (MAH: rmf/ AM3)