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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.) Iheron. , , ., = ~- G-i: ::ll:= -:l.~ =- ;~ g~ ;;, 7: ~~L~ ]gl'}"ftcV:~1f- ?:'ffc7e; Cld._.____. 221L_ . 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 (")C.. I: . 1 .j 1t10\,mll,F,V9W, 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 a j~ /~.~ ....~.t'A ...~:"~.....-:..: ~.. t/" . '.', ~'~ -,-_._-----,-...-..,._----~--- "tOl.11 Hc~i5n..~ 22-222 !iGn:! Il,~((()f1 Dr, H;WislJuIO. Pn, 17109 340812 9 ..______t3.::.f~Jf'6 No. n.\le ... ", COIlIlONWULTH Off PIHNtYUllHLA. DI'AAYMm 0' HlALTH . YITAt. "lCORDI CERTIFICATE OF DEATH ............... ICXW.llCU'ln-.-A .199 _ 07 _ 9228 0lf10101KM__o..!'lJ .March 3. 199b ..- ::"0 - ... .....0It'lllln ....,~~ Jon 16,1918 York. ~A _0 78 11I.._......__ QJlber land Clop Hill 1910 Cooper Circle ..........-... Pae......:::a::r -..n.........~~...._r.-. 1910 Cooper Circle Hill PA 17011 .....,.,.......LIIIt John P. Elfner Gall rt ,.. ,..xl ::.-=--= -...,.....-- Bertha Hue 111, PA 17011 Harrll!lura. PA 17109 F!l,Zlrd' Dony Sl<l,lluT\JbJra.oo71ot ...- -..- ...........-.-- - - March 3. 1996 ...0 Ml 7.14 P . . .. . , ._.........-............._0...-..-........-.......-.,.-. ~....-_........ --- =-:.=_ :t.tC~ .-- 1- -- -..- I M- I . .- - -...........- . --- :':'!-... . --~...., N__ . ~......UI't - - - JJ - 0 ...0 ..Ill ...0 ..0 - 0 -........ ......- ...... - -- '" [J ...0 fb - c............... .......,.._'-"'............. ... ... - ....... ~.::.=.~......_..._......_..~__......_DI .........,...........___....~.._......"......"..,.,........,.,....,..".......",...... 0 .~"J.,.....I' 11::> - .....::;:.==-:::=..-=:=:".::.-::::.:...-::.=.-..."..""...."".....,... Xl - IPI''''....... ~I \ .. ... ..,t1!.-" 4) MI-H,....;,I.) /o'f., :/,,"/11 z... . or r ,'L', ..._ _' ,... n, - 1'4/'1. 'I ...-cA&,--_. -=. , 0..................................,.........-.. II........... ........................... ."'_.---...............................,.."......................... ,. ............................,...... 0.. ... ... 1.4~,;;>QI,,1 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 " I: " I:, il " " ,"j .... . '" 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 ..,~~"";r~~L.,,. '. "~~~I't^ . , . 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 ,. "-"...'- .-.'''''..-....''' .., '.', ," fi. 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 ',.. .. ~ , . . ~-.,S )j-rt~~/ C!.. , o.J:>~t2jl4.A/t- 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{, , ';--" IIY, I 100 IX. 11-9., z 1 . .. u S '* /5~- qtJ - ..< ...J- 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 i ~ " COMMONW,AUH 0' PfNHSnvANIA orr., MINI 0' 'jYINUI om,lI000 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 l!! i5~ ul. fiI I. Orlglnol Rllum o ~, IImi,.d Ello'. o 6. Oee.d.nt Di,d T.IIOI, (A"och copy of Will) tli ::!" B~ ~'''l f.. '~T"'-"""'" "'t .."""....... -~1'. "rrT'fl~""-"~"7t I'h._ . "~~""':""L:';''';oI~I.J.::'''''''~~~ NAMI Bradford Dorrance, Esquire IUrrHON( HUMIIII 717 255-8014 z S ~ III '" 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. + ~._.._-.._^ ~----'---_..~-----" ..,-- 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) Ci - ;. (, ) ,'. :J:It:, ,... ~-~ 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 c- . !t' (II) (12) (13) (l~) (l5) (l6) 3, 117.86 (171 Discount Inr"." + 9.35 X.__ )( .06.. )( .15 . (Ig) (l9) (20) (21) (2IA) (218) ~ I 0'1 11963 :o@l en 0 .... ., lO 0 ;-~. en , :J, ~tf) =~ ":-0' ~c'" iiio - "U - N ..... (8 ) 10,136.55 7.018.69 3,117.86 3,117.86 187.07 187.07 9.35 177.72 177.72 ."'~ i. _...._,.. '. ",,'~''''-.'''''!''''''-' :.~.,_......--_. -,.~--_._"' .,..._~-......-......-~- -.- .""Pt p.t1) '* 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 '" '" '" .... ~ .,; i~~ w .. ~ 0'" ~ 3 .. oQ.... W .. Q" U I 0 :n .. . '" . <0 ~ w i:i c '" ~ 00 J: <>: .... .. . i:l .~ Q" .... LL !:l .... oj ... E I- 0 ... 0., ...:ll1<....;r LL .... i:li ~. :Il ... :l:u :;l. ;; l,; W 0 <( i- <(<l > Z <>: ~ cu . <00 Z 0 c Ul a c " " ... l1< cu " " ClUl I VI Z . u 0 0 o "IJ, 0 <>: U Z w <( < ... Cl 0..... ... ." ~::l "~ i:l c 'tl <l ::l I .. " ".... ,0 I GJI - -;: 0 C>:CUCll 0 .. .... tol~...-;i:' I :Ill ,0 ." ... 'tl 100 " .. E .!! 0 cu tolO ,,- - " 0 " ::l;;:~.t .. .... 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' . ~, I ~ :II D~ ,0 to .., (,! 1':.:'., ~l tJ ) ~ " ,n '. :ol:: )>o;.t ~ I '" -0 - 0':-' _0.. ~>_. .: ~. :=1 ~" iiio - N '"'" ~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"'';;: . l' , , ~ \. ", ~. ' ~. ~ .' , ,I . " ... ~_._- ~.- - ~- I --.~ '.' ".~I -~ ~ _ 1~ _. .. __ 0,. v"" /':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,. !!' N , ,~i":-:.. C\. \. ,; u;' ~ t":.::;, ..0 l).l) p; :c E 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 ('I I; 'T' [] .,' ( 717) 255-8046 Tel. No. 'I.:' '1Jtt a: Capacity: Personal Representative X Counsel for personal representative fl~ , ~:1 UU (HAH srm(/AM3) '0' \0 -.::~ - - ::10; . .. 0 I/) N I':' i <.u"" a: 0: I . 0"2.: }3 ,- - .f ,_ :C cr ,'J 7j ;:) " ,~ 1~ <:> :j ,.,--, Ul 0 '.) "'" ( "'.,. o~5: :oJ -'. E uw ~ Qi:;i G>a: a: UU