HomeMy WebLinkAbout96-00211
PETITION FOR PRODA TE and GRANT 01<' LETTERS
EllUl.. III g"'-L E'/V 11-,-~t<rLI?Y No. .:1./- 9', - ~ II
alsll kiloI\'II as _ To:
Regi'ler of Will, for Ihe
, V,'.-caSf(l. County of ~k?(!/./J/t'/) In the
Sodal SCI'urity No. /9<1- (J 1- ., ~ ~ ~ Commouwealth of Penn,ylvanla
The pelllion of the under,igned re'pecl fully lepre'ent' Ihlll:
Your pelllloner(,), whol,/me 18 yems of IIge or older an Ihe exceul.2!'A
in Ihe la\l will oflhellhovedeecdenl. dated~.i" nc't?1~t',(" ..:;> ~\- 19"1,
and codidl(,) dilled .
named
,19_
/J1J'1 R7I IV c2:- ~JLfi1fT'-C;Y I n, cl}
/AJ?/9y
,
l'IOlIC relc\,.."t dh:llll1\lan\.'c\, c.lt. rt'num:ialion. dCilth of ("(CUlm, cIC.)
Decendenl wa, domiciled III deallt in Ct(;?l /.3L' P'/hY.~ Counly. Pennsylvania. with
I~ laS! family or principlIl re,idence.!ll-/..!J/IJ QlW~-=,t(! Q./~t!I.E
Cl/?-mp "-'1.1, '- ~tt{J ~ 1'"'/'/ 1'7 "" ~
(Ii\l '!reel, numher and lIlundpalil)')
Decendenl,lhen 9 l! years of age. died m/?,e U , 19 'I ""
al-L!li..tL (!.ot'!e.E. i:1 /CL~ :lJr' t.. /7dl
Excepl a, follows, dceedenl did nol marry. WIlS nol ~ivoreed aod did nol have a child born or adopled
after execUlion of Ihe.....iII offered for probale: was nol the vielim of a killing and was never adjudicated
1I1eompelenl: 11'/ ""
Deeendenl al death owned properlY wilh eSlimaled values as follows:
(If domiciled in Pa,) All personal properlY S ".-, r!J~d ,,:IV
(If nOI domiciled in Pa,) Persollal properlY ill Pennsylvania S
(If not domiciled in Pa,) Personal properlY in County $
Value of real e'tale in Pennwlvania $
,lIuated a, follow': -.-Vt1H'&'"
WHEREFORE. petitioner(,) respeelfully requesUs) Ihe probale of Ihe lasl will and codicil(s)
pre,ented herewilh and Ihe gram of Icllers_--,-,:.JTt?t17E'/>"7Al.cv'
I tlL'\lamcnlary; admini\ualion ~.I.a.: adminimalion d.h.n.c.t.II.)
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OATH 0..' PERSONAL REPRESENTATIVE
COMMONWEAI.TH 0... PENNSYI.V ANIA } ss
COUNT\' OJ: .-CUMBERLAND
The pellliuner('l ahuve-named ,wear(,) ur affinn(,) Ihallhe slalements in Ihe foregoing pelition arc
Irue and currecllulhe he'l uf Ihe ~nowl~dge and h~lief of pelitioner(s) IInd thai as personal represen.
11IIi\'~h) uf Ihe ahuw d~ced~nl pelllioner(,) will well and Iruly adminisler Ihe eslale according 10 law,
Sworn 1<1 ur affirmed :lIld SlIh'erih~d {/1Z'l([' lJ...j t!., -I(UJI'K' r '"
hefure me Ihi, 7.th___ da) uf '~.
/1)ClII.4,_c..."-~ 19...96 - ~
(l n p. Q ('\ ~..\-; R,'~i"','r ~
/S G'o _ ~ (.L.. . D. '..it,\
No.
21-96-'"
Estate of
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 8 19~, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presenled before me,
IT IS DECREED thaI the Instrumenl(s) dated sept. 25,1991
deseribed therein be admllled to probate and filed of record as the last will of
Helen A. Swar.tlev
TestamentaT.v
MT.R. Gail ~. Kp.phar~
and Lellers
are hereby granted to
''rno''-'i (', ~,,~ n...pl-.~.'f':\-'
o Real"., or Will. "\
FEES
Probale, Lellers, Etc. ......,.. $ 50 .00
Short Cerllncates( 1l . .. , .. , ..' $ 3. 00
Renuneiatlon ......,..,.,.... $
x-pages $18.00
JCP TOTAL _ $ 5.00
F'lled U ... B 1996 76.00
. .. ,.,arC"..,." ,.. . . , . , . . , . , ..
ATTORNEY (Sup, Ct, I,D. No.)
ADDRESS
PHONE
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This is IU (cuify Ihat tilt., inrurnulion hcre .'ti\'cll is l'lHH'ftl)' (Upil'd hom .111 ori~inJI (crtirir.llc ur t1l',l1h (11I1y met) with me ,IS
1.0eal Registnar. The original (crlifkull' will lx.' rnrw;mlctlltl Ihl' Stall' Vil.,1 Rt~(OId\ OHiH' ror PCrI1lo1l1l'l1t filinJo!,.
WARNING: It II Illegal to duplicato thll copy by photoltat or photograph.
21-96-211
I'ee fur thb cerrific.le, S2,IKI
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No. n.\le
... ", COIlIlONWULTH Off PIHNtYUllHLA. DI'AAYMm 0' HlALTH . YITAt. "lCORDI
CERTIFICATE OF DEATH
...............
ICXW.llCU'ln-.-A
.199 _ 07 _ 9228
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.March 3. 199b
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Clop Hill
1910 Cooper Circle
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1910 Cooper Circle
Hill PA 17011
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John P. Elfner
Gall rt
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Bertha Hue
111, PA 17011
Harrll!lura. PA 17109
F!l,Zlrd' Dony Sl<l,lluT\JbJra.oo71ot
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LAST WILL AND TESTAMENT OF
HELEN A. SWARTLEY
I, HELEN A. SWARTLEY, of Dauphin County, pennsylvania, do
hereby make this my Last Will and Testament, revoking any former
Wills and Codicils made by me.
FIRST: I am married to Marlin o. swartley, and all
references to my husband in this will are to Marlin o. swartley.
I have three children: Mrs. Diane L. swartley; Mrs. Gail C.
Kephart; and Mrs. Mary Lou Knisley. These persons and any
children born to or adopted by them are described in this Will as
"my issue." Provided, however, no adopted person shall benefit
hereunder unless the order or decree of adoption is entered
before such adopted person attains the age of twenty-one (21)
years.
SECOND: I give my tangible personal property and all
casualty insurance that I am carrying on said tangible personal
property to my husband, Marlin o. swartley, or, if he does not
survive me, I give said property to such of my children who are
living at my death to be divided equitably among or between them
as they may determine, or, if they are unable to agree, as my
Executor shall determine, after considering the wishes of such
children. I have complete confidence that my husband, my
children or my Executor will honor any written instructions that
I may leave with regard to said tangible personal property. Any
"
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"
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Page 1 of 6 Pages
such property not so distributed shall be sold, and the proceeds
added to my residuary estate to pass as hereafter described.
THIRD: I give, devise and bequeath the rest, residue and
remainder of my estate, real and personal to my husband. If my
husband fails to survive me by thirty days, I give, devise and
bequeath the rest, residue and remainder of my estate, real and
personal, to my issue, in equal shares, per stirpes and not per
capita.
FOURTH: If all the beneficiaries described in Article Third
above are deceased and no other disposition of the residue of my
estate is directed by this Will, then and in that event only, I
give, devise and bequeath such rest, residue and remainder of my
estate, real and personal to those persons living at the date of
my death who would be my heirs, their identities and respective
shares to be determined in accordance with the law in effect in
the Commonwealth of Pennsylvania at my death, as if I had died
intestate, and one-half (~) to those persons living at the date
of my death who would be my husband's heirs, their identities and
respective shares to be determined in accordance with the law in
effect in the Commonwealth of Pennsylvania at my death, as if he
had died intestate on the date of my death.
FIFTH: If any person under the age of twenty-one (21) years
shall become entitled to any share hereunder, then such share
shall immediately vest in such beneficiary, but notwithstanding
the provisions herein, my Executor may distribute such
,~
Page 2 of 6 Pages
beneficiary's share to any adult person standing in loco
parentis, or to a legal guardian of such beneficiary, or to a
custodian (to be selected by my Executor) under the applicable
Uniform Gifts to Minors Act, without requiring bond of such adult
person, guardian or custodian. The receipt of such adult person,
guardian or custodian shall constitute a full release of my
Executor for any property so distributed.
SIXTH: No person shall benefit hereunder unless such
beneficiary shall survive me by thirty (30) days.
SEVENTH: (1) I name husband, Marlin o. Swartley, to be my
Executor. If my husband is unable or unwilling to serve, I name
Mrs. Gail C. Kephart as my Executor. If Mrs. Gail C. Kephart is
unable or unwilling to serve, I name Mrs. Diane L. Swartley as my
Executor. I direct that my Executor, herein referred to as my
Executor regardless of number or gender, serve without bond in
any jurisdiction in which called upon to act.
(2) Except as otherwise provided herein, if all of the
above persons should fail to qualify as my Executor hereunder, or
for any reason should cease to act in such capacity, the
successor or substitute Executor shall be some attorney or bank
or trust company with trust powers, which successor or substitute
Executor shall be designated in a written instrument filed with
the court having jurisdiction over the probate of my estate and
signed by my Executor or if she fails to act, signed by or on
,
. .
.
,
Page 3 of 6 Pages
behalt ot my Executor, or it she tails to act, by the court
having jurisdiction over the probate of my estate.
(3) My Executor shall receive reasonable compensation
tor services rendered.
EIGHTH: (1) I give to any Executor named in this will or
any Codicil hereto or to any successor or substitute Executor all
ot the powers enumerated in this Will and allot the powers
applicable by law to fiduciaries in the Commonwealth of
Pennsylvania and in particular through the Pennsylvania Probate,
Estates and Fiduciaries Code, as effective and as in effect on
the date hereof, during the administration and until the
completion of the distribution of my estate. I direct that all
such powers shall be construed in the broadest possible manner
and shall be exercisable without court author~zation.
(2) My Executor is authorized and empowered to acquire
and to retain, either permanently or for such period of time as
my Executor may determine, any assets, including the capital
stock of any closely held corporation, whether such assets are or
are not of the character approved or authorized by law for
investment by fiduciaries and whether such assets do or do not
represent an overconcentration in one investment.
(3) My Executor is authorized and empowered to
disclaim any interest, in whole or in part, of which I, or my
Executor, may be the beneficiary, devisee, or legatee, by
executing an appropriate instrument (in accordance with section
Page 4 of 6 Pages
2518 of the Internal Revenue code of 1986, as amended, or such
similar section as may then be in effect).
(4) My Executor is authorized and empowered to sell at
public or private sale, or exchange, and to encumber or lease,
for any period of time, any real or personal property and to give
options to bUY or lease any such property. AdditionallY, my
Executor is authorized and empowered to compromise claims, to
borrow from anyone (including a fiduciary hereunder) and to
pledge property as security therefor, to make loans to and to buy
property from anyone (including a fiduciary or beneficiary
hereunder) 1 provided that any such loans shall be adequately
secured and at a fair interest rate.
(5) My Executor is authorized and empowered to
allocate property, charges on property, receipts and income among
and between principal or income, or partlY to each, without
regard to any law defining principal and income.
NINTH: All estate, inheritance, succession and other death
taxes imposed or payable by reason of my death and interest and
penalties thereon with respect to all property comprising my
gross estate for death tax purposes, whether or not such property
passes under this Will, shall be paid out of the residue of my
estate, as if such taxes were expenses of administration, without
apportionment or right of reimbursement. I authorize my Executor
to pay all such taxes at such time or times as deemed advisable.
Page 5 of 6 pages
~'"'r;~~",_ -~w.<. ,:0.-" 'C',:" -~- -"~",- "-)~~~~)ltM#*':'-"---_' ~,,:" -~ '__::"J~""=-,,j:",,:f;:'}~)~~W-rff}!!/f;;~'1
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SELF-PROVING AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
WE, Helen A. Swartley and
&;,c/
,
'5/14 ROllI E,
7)eSlJIlI4I1 L. IlY/JN , and 1'~ltIwlr.5'. IIIILU,( , the
Testatrix and the witnesses, 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 (willingly directed another to sign for
her), 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 to the best of his or her knowledge the Testatrix was
at that time eighteen (18) years of age or older, of sound mind,
and under no constraint or undue influence.
HELEN A. SWARTLEY,
~~(
W tness
~J/~/h
Witness
/1 ..;,
U'~ S, /ll~U.(,1
Witness
Subscribed, sworn to, and acknowledged before me by Helen A.
Swartley, the Testatrix, and subscribed and sworn to before me by
Sl4l-Ko,v G: 6o/-J,) tJctJoiAlt L. /l.. 'Ill rJ , and
rlJNwllE ~ 1'h..J./iL , witnesses, this ~j'l-t-. day
of S~f'Tl:.,,,,8"( , 1991. ~rl 'lI....1 r. ~~
~ub1ic
NOTAI1'AL SEAL
KATIIRYN c, HOlLlIlOEr~ 110''''1 Public
Ilorri~llu'g. Dnur"in COllJlly
fA Comml.l "'::.~1m::1r 1:1 I 5
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CERTIFICATION OF NOTICE UNDER RULE 5.61al
Nllme of Decedent: I/€LEA/ fI, Stu/-1A."'TLcTY
Date OJf Death: /ll/l,r'/C!-II .3, /(/9(,.,
,
Will No. /116 - 00 c:; I! Admin. No. ..l/1C- - ~ /1
To the Register:
I certify that notice of beneficial interest required by
Rule S.6(a) of the Orphans' Court Rules was served on' or mailed to
the following beneficiaries of the above-captioned estate on
WlA.<-W I~, 11t/~ :
Nllme
Address
62171J~
.17.3 c7,/
Notice has now been given to all persons entitled thereto under
Rule S.6(a) except
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Signature ' ,
Nllme (",/1/1- C. 'kePJlfffC./
Address /(i/(l e<....c. pelC. C I iec...ILC:-
C'/Imr? ;JilL, Pi /76//
Telephone@ 7$1~/(n/'I
Capacity: l/personal Representative
Counsel for personal
representative
Date:3//9/Q{,
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'0. OATIS 0' OIA TH Am. 12/~ 1191 CHICk HIli
I' A l'OUSAl
I'OVI.fY cllon II CLAIMIO 0
'Ill HUM".
o 2. Suppl.mental Rtlurn
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COMMONW,AUH 0' PfNHSnvANIA
orr., MINI 0' 'jYINUI
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HAUISlUIO fIA, " 21-(1601
N' HAM 11.4 . I . AN llllOOt
Swartle , lIelen A.
iOClAl Ileu.n, HUMin
OA" 0' oUfH
INIIA'!
199-07-9228
3/3/96
(II' AHtlCAtlll"'lV!y...o >>ovu', H.\III'ltA". ,.1" aND 11II10011 IN"IAII
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fiI I. Orlglnol Rllum
o ~, IImi,.d Ello'.
o 6. Oee.d.nt Di,d T.IIOI,
(A"och copy of Will)
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NAMI
Bradford Dorrance, Esquire
IUrrHON( HUMIIII
717 255-8014
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I. R.ol falo'. (sch.dul. A)
2, s'o<k. ond Bond. (sch.dul. 8)
3, OOlOly H.ld sIo<k/Portn."hlp In'or,"(schodul. q
~. Mortgog.. ond No,.. Roc.l,obl. (sch.dul. D)
5. Cash, Bank D'posif. & Misctllon,oul Perlonal Prop.rt)'
(sch.dul. E)
6. Jointly Own.d Prop.rty (sch.dul. FJ
7, Tron"", (sch.dul. G) (sch.dul. l)
B. Total Gron An.'. (Iotal Un.. 1.7)
9. Fun.ral e..p.n.... Admlnlstrativ. CO"" MI.cellan.ou.
Exp.n... (sch.dul. H)
10, D.b,.. Mortgog. 1I0bllil/... lI.n.(sch.dul. I)
11. T 0101 D.duellon. (Io'ollln.. 9 & 101
12, Ntl Volu. of Ellol.(lIn. 8 minu. IIn. II)
13. Chari'obl. and Gonrnm.ntal B.qu"" (Sch.dul. J)
U, Nil Volu. Sub .e110 Tox(lIn. 12 mlnu.lIn. 13)
15, spou.ol Tron"." (for do'.. of d.o,h ohor 6,30,9~)
5.. In.trudion. ror Ar.pllcabl. Perc.ntag. on R.v.ra.
Sid.. (lndud. valu.. rom Sch.dul. K or Sch.dul. M.J
16. Amount or lIn. 1.. 'axabl. a' 6% rat.
(Indud. valu.. rrom Sch.dul. K or Sch.dul. M.J
17. Amount of Un. 1.. 'axabl. at 15% ral.
(Indud. valu.. rram Sch.dul. K or Sch.dul. M.J
18, Prlnc/pol lox duo (Add lox from IIn.. 15. 16 ond 17.)
19. Cr.di,. Spousal Ponrty Cr.dit Prior Paym.nl.
+
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COUNTY COO!
Ofe OfN 'S OM'U I AO~'II
1910 Cooper Circle
Camp lUll, PA 17011
c.." Cumberland
AMOUNT uellVID ISU INS"UClIOHI,
OA1I 0' IIUH
1/16/18
2196-0211
YEAR
NUM8ER
o 3. R.malnder R,'urn
(for do'.. of d.olh prior 10 12.13,82)
05. Federol E.tol. Tox R,'u,n R.qulred
..!... 8. Tolal Numb.r or Sar. D.poslt BOXlI
(I)
(2 )
(3 )
I ~ 1
(5) 10,136.55
(61
(7)
(9) 7.018.69
(10)
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20, If lint 19 I. g"olor thon IIn. 18, .n'or ,h. diffor.nco on IIn. 20, Thl. II ,h. OVERPAYMENT,
II oa"rnr.I~""I'_I_'I'.l'.t1I_.U'I"lI.'lIlr'.'.fiI~.-:'I_''''J'I.'.'1"'Utl~llilll'Tl
21. If lIn. 18 h gr.of.r Ihon lin. 19, 'nler Ih. diHer.nc. on Un. 21. Thi.l.th. TAX DUE.
A. Enter Ih. Int.rll' on ,h. balonce due on lIn. 2' A.
8. En"r Ih,'olol of IIn. 21 ond 21A on IIn. 218. Thi.l. 'h. BALANCE DUE,
Mob Chock Poyabl. to, Regl.,.. .1 Will., Ag.n'
~,~~lth" '~, :r~:..IU.. TO ANSWU AU!QUunONS ON RMRSI SlDI AND TO RICHICI( MATH ,; . _'c"';\-"'~',.,r,/,;:
Undor p.nalrl.. of porlury, I d.c1o" Iholl ho" ..omln.d Ihl. ,,'urn, Including occomponylng "h.dul.. ond ,Io'.m.nh, ond 10 Ih. b.II of my knowl.dg. ond b.li.f.
111.1.... co"'e1 ond compl.I., I doclo" Ihol 011 "01 .110', hot boon "port.d o'lru. mork., ,alu.. D.c/oro'lon 01 p"poror o,hor ,hon 'h. por.anol "9"lOn'ol/" I.
bOlOd on olllnformol/on 01 whlc p"po"r hot ony ,nowl.dg., 'J/ -? Lt:JC.
SIGNAYUIf Of 'fUON .fSroNSlllf · flUNG aplUIN ADDUSS, 1910 Cooper Circle DAn
Gsil C. Ke hsrt ~LC.' 3-t~Lr Cam IIIl PA 7011
"GNAlU" 0""'.". oTHU THAN ""'''NIAl ADO"" a nut St., P. C. Box 11 0~ryl/6
Bradford Dorranc lIarrisbur PA 17108-1963 JOt, __?
o 04a. Fulur. In'"", Compromit.
(lor do'.. of d.olh ah.. 12,12.821
o 7. D.ced.nt Malntoln.d a living Tru"
fAlloch copy of TrUll)
1'AX'IH . DlIlCn'lO
eOM'UTI MAILING ADDlru
210 Walnut Street, P. O. Box
lIarrisburg. PA CD~8-1963
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(12)
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+ 9.35
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(l9)
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10,136.55
7.018.69
3,117.86
3,117.86
187.07
187.07
9.35
177.72
177.72
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'*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plla.1 Print ar T I
fiLE NUMBER
2196-0211
CO/MIQNWIAUN a' P1NNIYIVANIA
INNIIIT.NCI IAll lnul.
_DINT DlClDlNT
f
Swartle , Helen A.
CAlI "'-'" 1oIotI......... wi'" .... llthl " .....'-"01' mu.1 ... dl......d .. khodu" PI
ITEM
NUMBER
DESCRIPTION
VAWE AT
DATE OF DEATH
1. Fultan Bank
P. O. Box 4887
Lancaater, PA 17604
Checking Account '2219-20934
$1,065.15
2.
Fulton Bank
Savings Account '9902-13999
3,758.27
3.
Fulton Bank
Certificate of Deposit '222-0070407
5,313.13
S 10,136.55
(A"ach additional BY,- )( ,,- .kNlt if mora 'pace It nHCIed.)
......",--..,..-.,,-.--- -....
...,...."'."""".,-..
Fu.lto:n.Ba~]\{s
p, O. BOX 4667. LANCASTER, PENNSYLVANIA 17604
MAR , 8 I9ll6
CREDIT DIVISION
WfUTl.... D"'ICT DIAL HUM""
(717)291-2589
March 14, 1996
Bradford Dorrance
Keefer, Wood, Allen & Rahal
210 Walnut St.
Hsbg, PA 17108
Dear Mr. Bradford:
RE: Helen A. Swartley, deceased
March 3, 1996
In response to your recent inquiry concerning the accounts maintained
in the narre of the decedent, please be advised that the following accounts
were open at the date of death:
Checking #2219-20934, open 10/20/94, balance $1,065.15,
in her narre only.
Savings #9903-13999, open 10/20/94, balance $3,758.27
and accrued interest $1.57; paying 2.18%, in her narre
only.
CD #222-0070407, open 3/6/95, balance $5,000 and accrued
interest $313.13; paying 6.3%, matures 2/6/97, in her
narre only.
The decedent also had a safe deposit box at our West Shore
Branch, Box #63, in her narre only.
If you should have any further questions, please do not hesitate to
contact Ire.
/cps
V'try truly yours, , '
[ /))t5~U&LIIit-
Christine Putt Smith
, CO N F' DEN T 1. ~Lt Confirmation processor
I his Information is furnished
In answer to uour I'n' as a Illatter'" ;'11";"'."
1 Q"'rv ' d' , ' " loJ~1
No respons'bTt. -', ,.r. i: ,-' . 0', ",' , "', .
~ " I II Y 15 a5scn:r.d :;" ' , "', J/'.'y
nyoplnlon herein p.xpres',ld i,; ;'j;: :, ':"",
'~r'. ';i
[j
om. O.
Swartley, Helen A.
ITIM
NUMIIR
11"'111111."111
PI. 01. Print or Typ.
J'''''ill
....~,t,.;
COMMONW(AUH 0' PINNlYlVANIA
INH(IIfANCI fAIC .nUIN
."IOINf OfCIOIHf
~ SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
L
2196-0211
DESCRIPTION
1.
A. Funeral Exp.n""
B.
Fockler-Wiedman Funeral Home
23rd & Derry Streets
Harrisburg, PA 17104
Admlnlltratlv. Co.'"
N/A
1. Personal Representative Commillions
Sodol Security Number of Personol Representotive:
Veor Commillions paid
2,
3.
4.
C.
1.
2,
3,
4,
5,
6.
7,
8,
A"orney Fees
N/A
Family Exemption
Claimant Gsil C. Kephsrt
Relationship
Daul!hter
Add..1I of Claimant at decedent's deoth
St..et Add..1I 1910 Cooper Circle
City
Camp Hill
State PA
Zip Code 170ll
Probate Fees
Mllc.Uan.ou. Exp.n,." (Paid by and reimbursed to personal
representative.)
Mail Boxes Etc. (postage)
Bell Atlantic--PA (telephone)
Cumberland County Register of Wills
(Filing Fee - Inheritance Tax Return/Inventory)
TOTAL (Also enter an line 9, Recapitulation)
(If more .pac. I. n..d.d, Inl.rt addlllonal Ih.... of .am. II...)
AMOUNT
$3,370.00
3,500.00
76.00
13.23
34.46
25.00
S 7,018.69
,..
. ...., . '.~:'" .,. H"'~"" ,"
W ' ....",.....-."'".~ +'
" " . ,:~"'. ......,' "",'
.~,' , ~., /. ..'
..............__ ....t. .
'. .... '..
. ...:..', ........ ,';,'
'IIY,IIU".I"'!
J
~~
COMMON_fAUH 01 rfNHnlvAHIA
INHIII1ANCI fAI .IfU.N
....DINt DKIDlN'
SCHEDULE J
BENEFICIARIES
ISTATI O.
.ILI NUMBIR
Swartley, lIolen A.
l196-0211
ITIM
NUMBIR
AMOUNT OR
SHARI O' ISTATI
NAMI AND ADDRESS O' BINI.ICIARV
RELATIONSHIP
A, Taxabll 8lquIII"
I.
Diane L. Swartley
3229 B Wakefield Road
Harrisburg, PA 17109
Daughter
one-third
2.
Mary Lou Knisley
650 Fickle lIill Rosd
Gardners, PA 17324
one-third
Daughter
3.
Daughter
one-third
Gail C. Kephart
1910 Cooper Circle
Camp Hill, PA 17011
ITIM
NUMBIR
AMOUNT OR
SHARI O' ISTATI
NAME AND ADDRESS OF BENEF1CIARV
8, Charllabll and Gayornmlnlal BlqulIl"
I.
TOTAL CHARITABLE AND GOVERNMENTAL 8EQUESTS lAlla Inlor on linl 13, RlCapllulatian)
(lima,. .pa.. I, nlldld, Inll" additional ,hilt. a' .aml .Iul
S
,}
COMMONWIALTH O' 'INNSYLVANIA
COUNTY O' CUMIIIlLAND
Ul
Gail.C. Kephart
b.lng duly sworn __.._ accordIng to lew. dopo... and say. that sh. _ i8 the
Executrlx ..___ _._,_, ._,___ 01 tho estata 01 lIelen A. Swartley
lat. 01 ____ "..__ Camp Ifill __ ,__, __, Cumberlend County. P.,. d.c....d end th.t the
withIn Is .n Inv.ntory mede by ___qa}!_CL.~el'.!la.rt ___ _ __,_, the ..Id Executrix
01 the .nllre ..t.t. 01 "Id d.cedent, con.lsllng 01 ell the p.rson.1 prop.rty .nd r..I..tet.. exc.pt rul .st.t. ouhld.
th. Commonwulth 01 Penn.ylv.nl., .nd th.t the /lguru oppo.lte e.ch Item 01 the Inv.ntory r.present It'. 1.lr velu.
.. 01 the d.te 01 d.cedent'. de.th,
.nd .ub.cribod belor. mo,
C,,~ l)(~l.l(:-.
Eucutor. dmlnhhl'or
C. Kephart
Cooper Circle
( .'
..,,<.LI.<.....C
Gail
1910
Camp Hill. PA
17011
Notari.lI Soal
Carmalo Joseph Claudio. Notary Public
Lowor Swata.. Twp" Dauphin County
My Commission E'plres Fob, 16. 1096
Add"..
D.t. 01 D..th
WJ.'}6
DIY
Month
Vu,
INSTRUCTIONS
I. An Inventory must be IIIed withIn throe month. alter .ppointment 01 personel represent.llve.
2. A .uppl.ment Inventory must be liIod within thIrty day. 01 di.covery 01 .ddlllon.1 ...eh.
3. Additlon.lshe.h m.y be atteched .. to personalty or roelty
4. S.. Artlcl. IV, Fiduciari.. Act 01 1949.
r
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GJI - -;: 0 C>:CUCll
0 .. .... tol~...-;i:' I
:Ill ,0 ." ... 'tl 100 "
.. E .!! 0 cu tolO ,,-
- " 0 " ::l;;:~.t
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.... U Ii: CD oQ
"
f,o.DD
Inventory 01 the real and personal estate 01
Helen A. Swartley
deceased
--
1. Fulton Bank
P. O. Box 4887
Lancaster. PA 17604
Checking Account 82219-20934
2. Fulton Bank
Savings Account 89902-13999
1,065 lS
3,758 27
3. Fulton Bsnk
Certificate of Deposit 8222-0070407
5.313 13
g~
3 ;.
f'I' .
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~
:II
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,0
to
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1':.:'.,
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:=1 ~"
iiio
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~1"i'i''j''P<.,~~~~~';;;;'';'''N~;
HEATH L.. A~LIN
H. DAVID "AHAL
W1LLIAM I.. MILLI". ......
CHARLI. W. "UIINOALL n
.-oIl'" L. WILOON
IUOINI IE. ~I~N.KY. JA.
THOMAI I.. WOOD
.JOHN H. INO. m
0"'''' I. 'RINCH
DONNA .0 WILDON
aMDroRO DO....ANCE
,Je"REY .. STOKES
..oIIRT ft. CHURCH
.TlftHIM L. OftOll
ft. SCO'M' IHEARIR
.Je"REY r, aMITH
DONALD M. LEWIS m
..UDOIT M. WHITLEY
KARIN .... aftOTHIAS
."INDA .0 LYNCH
KEEFER, WOOD, ALLEN & RAHAL
210 WALNUT STREU
MAILING ADDRESS' P. O. SOX 1111153
HARRISSURG, PA, 17108'111153
IIT..L.1IHID IN .17.
HULL. LIII" AND MITlOI"
(ID.~'18el)
MITlOI", HA'I". KII'IfII,
THOM"'S AND WOOD
h80e'ID17.
IRS NO 13.0710138
May 3, 1996
WILLIAM H. WOOD
I..MUIL C. HA''''''
or COUNIIL
'Ale (717) 111.1010
TELEPHONE (717) 11I1I.eooo
W"ITI"" DI"ICT DIAL:
(717) 255-8014
R8gister of Wills
cumberland county courthouse
1 courthouse square
carlisle, PA 17013
Re: Estate of Helen A. swartley, Deceased
rile No. 2196-0211
Dear sir or Madam:
Enclosed for filing is the original and one copy of the
above estate's inheritance tax return and inventory. Also
enclosed is the estate's $177.72 check made payable to Register
of wills, Agent, together with our firm's $25.00 check
representing your filing fee. please time-stamp the additional
copies of these documents and return them to me in the envelope
provided, along with receipts for the filing fee and payment of
inheritance tax. Thank you.
sincerely,
KEEFER, WOOD, ALLEN & RAHAL
BD/ral
~Q~ t. _ - -
By:
Bradford Dorran~~ ~ ::o::D
3~. <ll~
rr ",' ceo
(l> , --' ....
~. .J ~ 1(( CJ
," t~' (\)
=, , -, C'>.
{'.', . I or,
, 0\ -~.
C).t ..... ~.:'
() "'0 :5 ..
'I] :oW
~ 00
:OL ~
)>;:1. -
I"J
enclosures
cc: Mrs. Gail c. Kephart
~. ... ..- -.....~'
-----.---------.- -- .....,. -..... .._..~..._--
.-.-.--.-...--.--
l
~
-.. --- --.- .- - --~
I
,
RECEIVED FROM.
&
ACN
ASSESSMENT .
CONTROL Iili
NUMBER
AMOUNT
DORRANCE BRADFORD
210 WALNUT STREET
POBOX 11963
HARRISBURG, PA 1710S-1963
101
.lll.12
SSN 199-07-922S
IFIRS1) IMII
COUNty
CUMBERLAND
DEATH
REGISTER OF WILLS
fa TOTAL AMOUNT PAID .177.72
CW
RECEIVED 8V ?r/.a!!d. C. ~~ Nv
o "GNAI~
MARY C. LEWIS '
REGISTER OF WILLS
REMARKS
GAIL C KEPHART
C/O BRADFORD DORRANCE ESQUIRE
CHECK" 12~
SEAL
".= = _ _ _,_ __ __ _ __ _ ..~__... __ __ _ _ _ __ ___ _ __ -,- - -' -...- - -VI"'';;:
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/':J-.10-:J.
~V'
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiiV:iS47"fX-Ai:p-nZ:9sY-iiiificE--OF-YriHEiiifAiicE-TAX-APPiiA'isEHEiii'-;-m.-oiiAiicE-oli-----.----------.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWARTLEV HELEN A FILE NO. 21 96-0211 ACN 101 DATE 08-05-96
RIV-1547 EX AFP 112-951*
cQtttOHW(Allll or PlNH1YlVAHIA
DlPAR'''"' Of RtV[NU[
IURfAU or INDIVIDUAL 'A~[S
DlPf. 110'"
",,"UIURa, PA 1'''1-0601
!STATE OF SWARTlEV
DATE OF DEATH 03-03-96
ACN 101
NOTICE OF INHERllANCf TAX
APPRAISEHEN1, ALLOWANCE OR DISALLOWANCE
DF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 08-05-96
FILE NO.
COUNTV
CUMBERLAND
NOTE. TD INSURE PROPER CREDIT TO YDUR ACCOUNT, SUBHIl lHE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REOISTER OF WILLS, HAKE CHECK PAYABLE 10 "REOlSTER CF WIllS, AOENT"
REMIT PAYMENT TO:
8RADFDRD DORRANCE ESQ
210 WALNUT ST
PO 80X 11963
HDG PA 17108
REGISTER OF WILLS
CUM8ERLANO CO COURT HOUSE
CARLISLE, PA 17013
ARount ReRltt.d
TAX RETURN WAS. I X I ACCEPTED AS FllED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN.BASED ON: ORIGINAL RET~RN
1. Rod Eatoto ISchodulo AI III
2. stock. ond Bond. ISchodulo BI 121
S, Clo..ly Held stock/Partnership Inter. at (Schedule C) (3)
4. "artoeo../Note. Receivable (Schedule OJ (4)
5. C..h/Bank Depolita/Hllc. Perlonel Property (Schedule E) IS)
6. Jointly Owned Property (Schedule fJ (6)
7. Tranaferl (Schedule OJ 17)
8. Tot.l AI..t.
I CHANOED
,00
,00
,00
.00
10.136,55
,00
,00
IBI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expen.../Ac.. Co.t.'Hllc. Expenl.. (Schedule HI I')
ID, Dobt./Hortgogo llobllltlo./llonl ISchodulo II IIDI
II. Totol Doductlon.
12. Hat Valua of rax R.turn
15. Charitable/Govern.antal aaqualts <<Schedule J)
14. Not Voluo of E.toto Subjoct to To.
7,018.69
,00
1111
1121
Illl
1141
10,136,55
7.nlA ;;9
3,117.86
,00
3,117.86
NOTE:
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
If an assessment was issued previouslY, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. A.aunt of llno 14 ot Spoulol roto 1151
16, Aoaunt of llno 14 to.oblo ot llnooI/Clo.. A roto 1161
17. A.ount of Llna 14 taKabl. at Collateral/CI... 8 rat. (17)
lB. Prlnclpol To. Duo
TAX CREDITS:
PAYNENT
DATE
05-03-96
,00 X .00.
3,117.86 X ,06.
,00 X ,15.
1181
AHOUNT PAID
RECEIPT
NUIIBER
AA112805
DISCOUNT
INTEREST
1'1
1'1
9,35
177,72
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
187,07
,00
187,07
187,07
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS lESS THAN II, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REfUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
RluavaTlOMI
..- Of
MOTletl
pa'tMDll1
REf\IHD (CR) I
N ~4.
'0 ~ -,e,.
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,~i":-:.. C\. \. ,;
u;'
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wCC <1)='
0: GO
E...... of ......... dYlno on 0' ..fo" .......' lZ. 1.IZ -- If onY fu'u" In""" In thO ...... I. .,on.f"'"
In .......Ion 0' onlo"'" '0 Cl'" . C.oll...,.11 bonOfl.I,'I.. of .hO d...don' .f'" .hI ...I,..lon of onY ...... fo,
llf. 0' fo' y..,.. ,hI C........lth hI'tOY ...,...Iy ,...,... .hO ,Igh' '0 10.,.1.. ond ...... .,on.f., 1"""1..... T....
.. .hI looful CI." . 1.011...,.11 ,... on onY .uth fu'u" In..'....
To fulfill thO 'IOUI,""" of ....Ion ZIO. of .hO 1"""1..... ond E..... T.' .... ..t ZZ of 1"1, 7Z p,"
Section %140.
00..... thO tOP ..,tlon of .h" Motltl ond .-It with you, ......t '0 thO ...1.... of Will' pdn'" on thO ....... 01...,
,.H.... ._ or .....y or"", ..yobl..OI REOISTEll OF MILLS. AOEllT
.u ......to ,ocol." .h.U lI"t .. ...U" '0 ony In'''''' whl.h ..y .. .... with onY ,_Inder _U" to thl to.,
. ....... of . t.. .,..It. whl.h wII no' ..quI.t.d on .hO T.. ..tu,n. ..y .. ,......t.. by ._I.tlno on ....U..tlon
fo' ..fund of penn.yl.onl. 1"""1..... ond E...t. T... lREV-ISI3I, ...11..tlon. .,. ...llobl. .t thl Off I..
01 thl ...1..., 01 Will.. ony of tho ZS ....... OI.t,l.t Offl.... 0' by ..lllno thO ....1.1 ZO'hOU'
on'WI,lno ..,.1., nuobO" 10' fo'" o,...,lno' In penn.yl.onl. l_I..-3'Z-Z.'., ou..I'" penn.ylvanl. ond
within 1...1 Mo"IIbU'. .,.. 171TI 717,1.... TOO' 17171 77Z'ZZ5Z (H..,lno 1...1'" onlyl,
olJEcnONSI
6nY ..,ty In In..,..t not ..tl.fl" with tho IP.,.I.....t. .11...... 0' dl..II...... of doduCtlon.. 0' .....'"'"t
of ... Clnclucnno d".ount or In",IIU II ._ on th" Motl.. ",.t obl..t within oI.ty ..., "'Y' of ,oc.lp' of
th11 Not1e. byl
_'wdlton prot..t to ,ho P' DlPer.oon' of ......... .o..d of .....11. ...t. ZIl.U. Mo,dlbU'.' P' 17lZI-I.U. OR
__doctlon to ..... thO ..It.. ....".1.... .t oudlt of thl oc.oun' of .ho ........1 r...._..tI... OR
__eppe.l to the Orphenl' court.
6IlHI"
ISlAany[
cORRECttOllS',
FtC.UlI ..ro" dl........ on .h" .......on. ......Id .. ....".... In wdtlno tOl P' .....toont of .........
Bu,.", of Indl.I....1 T..... .TT"' po.t .....'"'"t ...Iow unl.. ...., ZI.,.I. Ho"llbUr.. p. 17IZI-.,.1
..... C7171 717-'5.S. ....... 3 of thO ....I.t .In",uttlon. fo' 1""',1..... T.. .,'urn fo' . ...Idont
.......t. CREV-1S.1I fo' on ...Iont.lon of odIlnl..r.tl..lY .o,roctobl' .,'0'"
DISCQtJtll
If """ t.. .... " .00d within th.1I nl ..1......' _thl .ft.. tho ........t.. ....th. . II.. ..,.ont "Xl d".ount of
the h)l pa1d 11 allowed.
thO ISX ... _.ty __pertlelp.tlon ponolty I. ._'" on tho toto I of tho t.. ond Int....t ......... ond not
,.Id ..fo" J.nut'y II. I.... thO fl,.t d.y .ft., thl ond of .hO t.. -"y ,.,Iod, Thl. __,.,tl.I..tlon
ponolty " _.Iobl. In thO ._ ........' ond In ,ho .hO ._ tI.. ..dod .. yOU would _001 tho t.. ond Int....t
thet hel beeft ......ed al 1nd1ceted on thlt notice.
PEHALt't1
In.....t I. .ha'''' b..IMlno with lI"t d.y of ...U_Y. or nino 191 _'h' ond .... III dIY f'" .hO d.to of
....th. to thO ...t. of ,.....t. T.... whl.h __ ...U_t ..fo" J_n 1. 1.1l .... In.....t .t thO ..to of
... C'Xl ..,.ont ..' ....... coloul.t" .t . ...Uy ..II of ....1... lilt.... whl.h -- ...U_t on ond .ft..
J..."y I. 1.IZ will bOO' In.....t .t . ,... which will ..,y f'" ..1......' y.., to ..1......' y.., with thOt ,...
......... by tho P' ....,toon. of ........' ThO _11.ob~' Int.r..t ,.... fo' I.IZ th'ough I'" .,.,
IMtfR[Sll
v..r Int.rnt R.t. oe11Y lnt.r..t Fector V.ar Int.r.st Rat. DallY tnt.r..t Fector
- -
1.1l Z.X .oao~a 1917 'X .0001"
1911 I'X .000411 1916-1991 1IX . nasal
19" UX . nun 1992 ox .000147
1915 13X .oaUS' l..S'l'" 7X .ooonz
I'" lOX .000Z74 1995-199' .X .ao0147
__Intlr..t 1. calculated a. follCMrl"
Il\TEIlEST . aALAIlCE OF TAX U1l1'AID II H\l1IBER OF OAYS OELlNQUDlT II DULY Il\TEIlEST FACTOR
.-6nY Motl.' I..... .f'" tho ... _.... ...11_t will ,.floct on In',"" ..Ioul.tlon to flf'oon 11Sl "'Y'
..yond thO ...t. of thO ......oont, If ,...... I. .... .ft.' .ho In..,..t ._t.tlon d... onown on thO
Hatlc" addltlonal lntar.,t .u,t be calculatad.
STATllS REPORT UNDER RULE 6.12
Name of Decedont' 1101011 A. Swnrtloy
Date of Death' 3/3/9(,
\of ill No.
21-91,-0211
Admin. No.
I'Urluant to Rule 6.12 of the supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administratiun of the above-captioned estate:
1. State whether administration of the estate is completel
Yes X No
2. If the answer is No, state when the personal
ropreftentative reasonably believes that the administration will be
complete'
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file n 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 X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the orphans' Court and may be attached to this report.
Datel~
LC__ . f2p1...J9. ~-: . L.
~nat~
N
.- ~
~. ;....
..
Bradford Dorrance
Name (Please type or print)
210 Walnut Street, P. O. Box 11963
Harrisburg, PA 17108-1963
Address
'r,'
. ,.'1
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