HomeMy WebLinkAbout97-00761
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a/.lio know" as ____________.
PETITION FOR PROBATE and GRANT OF LETTERS
No. ___~;;Z '_:<:11":"- 7 b L
To:
Register of Wills for the
Deceased. County ofC'u,r/Trl.)(I-9,.JP in
Social Se<'llrily No. /-1Z::Lo-'o.2.~;" Commonwealth of Pennsylvania
The pelilion of Ihe undersigned respcctfully represenls Ihm:
. Your pCli~ion~rls). who is/arc I H years of i.~.'C o~ ol~lc~ al~ ~~c .c.~CCtlta_B.:2'
II1lhe la~1 :vIII 01 the anove dee,-delll. dmed _.1)'-' < :...2;rL&-:L
aod codlellls) dated _~ ----.
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(,Iall' n:It:V:Ull ,:irl'lllll...tan~c..., c.~. rl'llllll\:ialllllJ, dealh of l'\C1.:lll11r. cle.)
Ihe
named
,19.Q.d.
Deeendenl was domiciled at death in C'W "t/:fl""/.!/AAJ'~ County, Pennsylvania, with
h,:..s laSI family or principal residence al ~() it1"p~'A /,?,,;-n;!o/ N:4P
,7CJkT.I/ /hPrl"r<"",u Z3~/' c3d',/'f.r;~~e ~ /-;70/3
(Ii"'l <.Heel. 1I111llhcr ilnd 111\l111.:ipalilY)
[)eeendelll. Ihen 96- years of age, died ft <> ';7
HI _._9'1';;" ~.tf/j,!"r AYT-",-;:( :<'~d'P ...-"A?///";;';;' # /7<""-"
EXeCI'I as follows, decedent did not marry. was nol divorced and did nol have a child born or adopted
afler exeelltilm tlf rhe will offered for probate; was not the victim of a killing and was never adjudicated
ilK'ompcfclll: ~".
,19 97
.
Deeendcl1l al demit owned property with estimated values as follows:
(If domic'iled in P".) All personal properly
(If npt domiCiled in Pa.) Personal properly in Pennsylvania
(If 1I1lI'domiciled ill Pa.) Personal properlY in Coumy
ValliI.' 01" rcall.'st~Hc in Pennsylvania d
sit uatc.:d a~ l"ollows: ~R
-- ~
.2b. ~L-7.
$
$
$
$
WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and eodicil(s)
presenled herewilh and Ihe gram of lelters...:..z"",::;&P.'o?..,f;>,-?~ y
, llC\laml'lllary; adlllini<;lralioll c.I.a.: adminiscrmion d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COI\IMONWEAI.TH OF PENNSYLVANIA 1 "
COUNTY OF ,!//-I:'!3~A'!""R..<J.'''' J ::;::;
SWtlrn to 01' affirmed and subsl:ribcd
hefor,' Ille Ihi, _ .._........2.a.!:b.__ da, of
-A.~~~ 1~..9.L
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The pelitioner(s) above.named swe"r(s) or "ffirm(s) that the sl"temems in the foregoing petilion arc
true and l'orn:c.:l 10 Ihe bl:sl of lti.<: knowh:dgc and helief or pctilioncr(s) and that as personal represen-
I"tivehl of the nhove dceetklll petilioner(s) will well and truly adminisler the estate according 10 law.
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No. 71-q7 nl
Estate of
JAMES WALTER KEARNS
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW SEPTEMBER 16 19-.9..1-, in consideration of the petition on
the reverse side hereof, satisfactory proof having been prescnted before me,
IT IS DECREED that the instrument(s) dated December 30 ,,1964
described therein be admitted to probate and filed of record as the last will of
James Walter Kearns
and Letters Testamenta ry
are hereby granted to Rona ld S. Kear.ns and Charles L. Kear.ns
FEES
Probate, Letters, Etc. .... . . . . .
Short Certificates( 6) . . . . . . . . . .
Renunciation ................
x-Pages
JCP
$60 . 00
$1 B . 00
$
$ 6.00
5.00
TOTAL - $~9. 00
.... .SEI.'T.EM.BER .16.,.1 .97......
Filed
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Register of WI Is - -~
ATTORNEY (Sup. Ct. I.D. No.'
ADDRESS
PHONE
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WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWFAl TH or f)r~ttll:JYLVMjlA
O[PARTMENT Of tlEhLTH VITAL fll COHn';
;21 -C17 - 'lCtoJ
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
s?pte~9J~.r.;,,;.t~, 1997
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August 8, 1997
o.;l;QTI"~~~-i;;;,c;;Ww{);;----
CERT. NO. 3 5 6 0 3 9 6
Name of Decedent
James
W.
Kearns
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Sex Male Social Secunty Nc .._~.-:...~0..~.~.~~7 Dat() of Death _._ Augu.st 7, 1997
Date of Birth _~.-:.~~!~!..1.9~2 Blrtllplace __.._Le~~sto!.~,. P.ennsyl vania. ---.-..-.---.---
Manor Care Hea lth Servi ces Cumber 1 and Count y Sou th Mi dd 1 eton TWPennsylvania
Place of Death __.._.._____..___._......_.____...__._ ...... c... .. .-.--'-' .
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No
Race
Wh ite
Occupation __._._~~.::mer-..--__---.-... Nlncd Forces? (Yes or No)
. Decedent's
W, dower.__._ Mailing Address Manor Care Health Serv ices - Car 1 is 1 e, PA
'I,""'"'' _.____-------;-__n_____.__~_____(;"." 1"",' 'l:"l~
Ronald ~:_~~.~nsp___ Funeral Directorp S.l:.o~t .~. . Brenneman, FD
17013
Marital Status
Informant
Name and Address of
Funeral Establishment
Cocklin Funeral Home,
3~~hest~u~.SJ:~, D.i.l!~~~.!:.9.t PA 17019
I
I Interval Between
: Onset and Death
I
I
Part I:
Immediate Cause
(a)
Pneumonia
----------_.~..- -.------
(b)
(c)
Part II:
(d)
Other Sigtg~8~'t E~fditions
Manner of Dealll
Natural ~XX Homicide
Accident 0 Pending Investigation
Suicide 0 Could not be Determined
Describe how injury occurred:
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Name and Title of Certfier
D. Brophy, MD
..---------.-------.
(M.D., D.O., Coroner, M.E.)
Address
4570 Valley Road, Shermans Dale, PA 17090
.--_..--~--- ----
This is to certify that the information here given is correctly copied frOll1 all original certificate
of death duly filed with me as Local Registrar. Tile original ccrlilica:e will be forwarded to the
State Vital Records Office fOI permanent filing , -~;:?
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fDastllill ann m~gtnm~nt
of
JAMES WALTER KEARNS
I, James Walter Kearns) of the Township of Franklin,
County of York and Commonwealth of Pennsylvania, being sound of
mind, memory and understanding, do make, publish and declare this
to be my last Will and Testament, hereby revoking any and all Wills
or Codicils by me heretofore made.
ITEM 1. I direct that all my just debts and funeral
expenses be paid by my hereinafter named Executors as soon after
my decease as may be convenient to the proper and complete admini-
stration of my estate.
ITEM 2. I give, devise and bequeath my entire estate
remaining after payment of debts and expenses, whether such estate
be composed of property real, personal or mixed, and wheresoever
same may be situated, unto my wife, Ida E. Kearns, if she be living
at the time of my death.
ITEM 3. In the event my said wife shall predecease me,
I then give, devise and bequeath my entire estate remaining after
payment of debts and expenses, whether such estate be composed of
property real, personal or mixed and wheresoever same may be situ-
ated, unto my children, to be divided equally between them per stir-
pes.
ITEM 4. I nominate, constitute and appoint my wife,
Ida E. Kearns, Executrix of this, my last Will and Testament. In
the event my said wife shall predecease me, I then appoint my sons,
-1-
Ronald S. Kearns and Charles L. Kearns, Co-Executors of this, my
last Will and Testament. I direct that my said Personal Representa-
tives shall not be required to post bond.
IN WITNESS WHEREOF, I, James Walter Kearns, have here-
unto subscribed my hand to this, my last Will and Testament, this
~~ay of December, 1964.
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SIGNED, PUBLISHED and DECLARED by the above named James Walter Kearns
as and for his last Will and Testament in the presence of us, who at
his request and in his presence and in the presence of each other,
have signed our names as attesting witnesses hereto.
residing a~~-.-..2 )~"""l
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residing at ~~"~,
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IN THE COURT OF COMMON PLEAS OF THE 9TH JUDICIAL DISTRICT OF
PENNSYLVANIA
Cumberland County Branch
Estate of James W. Kearns,
Deceased
Orphans Court Division
O. C. No. ,;',4/-i.l7 -761
DISCLAIMER
Whereas; James W. and Ida E. Kearns entered into a Residency Agreement with
LeTort Manor Churches of God, Inc. on April 20, 1992, for the occupancy of Apartment
# 303 at 801 North Hanover Street, Carlisle, Pennsylvania for a deposit of $ 63,500.00.
Said Residency Agreement had refund provision of the original entrance fee less one
percent (1 %) per month from the date of occupancy to up to 60 months of occupancy.
Whereas; James W. Kearns was admitted to the Churches of God, Inc. Nursing
Home on May 26, 1994 and Ida E. Kearns was admitted to the Churches of God, Inc.
Nursing Home on November 14, 1994 and subsequently, terminated their Residency
agreement on January 7, 1995. As a result of terminating the Residency Agreement, the
Churches of God, Inc. refunded $ 42,766.16 of their residency fee.
Whereas; I, Ronald S. Kearns, acting as an Attorney-In-Fact for my father and
mother, James W. and Ida E. Kearns, deposited the refund of $ 42,766.16 with Mellon
Bank in a Certificate of Deposit Account # 98424. The representative of the bank
suggested the account be opened under the joint account in the name of Ida E. Kearns or
Ronald S. Kearns for the convenience of the bank.
Whereas; the account remained intact on December 4, 1996 whereupon; at the
death ofIda E. Kearns the account balance was $ 47,187.00.
Whereas; On December 16, 1996, the account # 98424 at Mellon Bank in the
amount of $ 47,248.63 was closed and deposited to account # 100-005-0144 for the benefit
of James W. Kearns. The account was opened under the name of Ronald S. Kearns or
James W. Kearns as suggested by the bank for their convenience.
Therefore, I Ronald S. Kearns attest the account # 98424 at Mellon Bank in the
amount of $ 47,187.00 at the death of Ida E. Kearns on December 4, 1996 was registered
in the names of Ida E. Kearns or Ronald S. Kearns for convenience only; the funds in the
account were assets of James W. and Ida E. Kearns and were intended to be used for their
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benefit and I; Ronald S. Kearns derived no benefit from the account and; the funds were
used for the nursing and related care of James W. Kearns.
Therefore, I Ronald S. Kearns, hereby disclaim all beneficial interest in account
# 98424 held at Mellon Bank in the amount of $ 47,187.00 at the death of Ida E. Kearns
on December 4, 1996.
In Witness Whereof, and intending to be equally bound, and intending that this
Disclaimer be filed of record in the Office of the Clerk of the Orphans Court Division of
the Court of Common Pleas of Cumberland County, Pennsylvania, as provided in 20 Pa.
C.S.A. ~6204(a), this Disclaimer has been duly executed this 26th day of August, 1997.
INA,;pJ~
Itness
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Ronald S. Kearns
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21-97-761
REGISTER OF WILLS YORK COUNTY
OATH OF SUBSCRIBING WITNESS
James Walter Kearns
~KKX .
(each) a subscribing witness to the will presented herewith. (each) bclng duly qualified according to law,
depose(s) and say(s) that
she
present and saw James walter Kearns
. the testat or
. sign the same and that she
signed as a witness at the
request of testat or
in h ~ presence and Olll<tlnql"ItlIIltJIl)f~)C(in the presence of the
other subscribing witness(es)).
PA 17019
Sworn to or affirmed and subscribed
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/ For the Register
Notarial Seal
Halvard E. Alexander, Notary PUblic
Dlllsburg Bora, York CounIY
My Commission Expires P;rit 23", 2001
Member, Pennsylvania Assoe alian 01 Nolaries
a
8 S. B~ltimo est., Dillsbur
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.REGISTER OF WILLS YORK COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto. (each) being duly qualified according to law, depose(s) and say(s) that
of (one of the
familiar with the signature of
b . i codicil
su scribtng w tnesses to) the will presented
th codicil, h h d .. f
e will IS t e an wilting 0
Sworn to or affirmed and subscribed
, testat
herewith and lhat
_believes the signature on
_ to the best of
knowledge and belier.
1,,"""11
before me this
day of
r"'~,hll'l
19
--;11
("'~~II111
For the Register
REGISTER OF WILLS YORK COUNTY
OATH OF WITNESS TO WILL EXECUTED
BY MARK
, (each)
codicil
a subscribing wilness to the wiU prcscnled herewich, (each) being duly qualified according 10 law,
depose(s) and say(s) that: testat
was unable to sign h
name thereto; temt
'5 name was subscribed therelO in testat
made h
mark
's presence; testae
thereon; testat
and dependents(s) was (were) present when leslaL--_'s name was subscribed
and when testat
mark; and lcstat
__ was present when l.~e undersigned
made h
. .~ h codicil 'II ' ()
sIgn.,. t e will WI as witness es .
Sworn to or affirmed and subscribed
INIm"
before me this
day of
lA~4rfUl
19
lNMlIJ
For the Register
(Add'nll
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
IEY.ISOO!h ".an
.:r/U'1e:s W,
jDAfE Of OEATH
.8-7-97
:J 2. Supplemental Return
C 40. Future Interest Compromise
Ifor dOle. of deolh oher 12.12.821
o 6. Decedenl Died Tes'o'. 0 7. Oecedent Maintained 0 Living Trust
(Attoch copy of Willi (Attoch copy of T ru,'1
AU.COUISPONDINCI AND CONFIDENTIAL TAX INFORMATION SHOULD 81 DlREC1ID TO.
HAM C MPlETE MAI1!NG ADDRESS ~
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COMMONWEALTH Of P!NNSYlV...NI4
OEPARTMENT Of AEVfNUE
POST O,FICE lOX 8327
HARRISBURG.'A 1710S.8327
,DECEDENT'S NA.....e IlAST, "IIST AND MIDDlE INITIAll
I Ke~/(NS )
I SOCIAL SECURITY NUM8ER
/7'7- /0 - a:z.6.7
i ~ I. Original Relurn
o .4. limited Estal.
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I COUNTY CODe
'DECEDENT 5 (O....PHft ,),OOlltSS
t /,/ANOI'l C:",pk ~A'q# .5@A'1l,C6
0'" OF 'lATH ,9"""" WAh.J..,- ,IS..r"""" 1l~1>
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NUMBER
Remaindtt, Return
(for do 'e. of deo,h prior 10 12.13.82j
Federal ESlal. Tax
Return Required
TOla( Number of Safe Deposi' Boxes
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..2.. 1"/3-"""2-
;2 ~&.a~SI
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19. If line 18 is great.r than line 17, ,nter the difference on line 19. This is the OVERPAYMENT.
aD
20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE.
A. Enter the interest on the balance due on line 20A.
B. Enler Ihe 10101 of line 20 and 20A on line 208. Thi. i. ,he BALANCE DUE.
Make Check Payable to: Regilter of Willi, Agent
...... SUU.TO ANSWU AU QUIS1IONS-oN .IVlraIiBlDl<ANO.roiUllllKrMAIH......"",{-i';>? :,":;,oLe.
Under penalties of perjury, I declar. Ihot I have examined this return, including accompanying schedules ond sfolaments. and to the best of my knowladge ond belie~
i, is trua, correct end complete. J daclare that all real estate has been reported at true market value. Declaration of praporer other Ihan the personal representative is
ba.ed II informoti n whic preparer has any knowledga.
Sl~N RF I : FOR flLlNGRETUR,!:.'I:'. .....c-AOORESSr- /.;;/. ....~_'/. /.. r: DATE'}_-=.:") p.
, - ~~ ......c.> ~:j/'k::/'-CLCLL../ ,"---"l..t:__~..-r::.:'v1~4Z~-&.t:''''2'''''('.. /"C .'*-" 77
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HAN REPRESEN ATlVE ACDRESS DATI;;
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1. Reol Estole (Schedule AI ( I)
2. s'ock, and 80nd, Ischedule 81 1 21
3. Clo,ely Held slack/Portnership Inlere" (Schedule c) I 31
4. Mortgoge, and Note. Receiyoble (Schedule D) ( 4)
5. Cash, Bank Deposits & Miscellaneous Personal Property( 51
(Schedule E)
6. Joinlly Owned Property (Schedule F)
7. Tran.fers (Schedule G) (Schedule L)
8. Total Gross Assets (total lines 1.71
9. Funeral Expenses, Administrative Costs, Miscellaneous ( 91
Expen... (Schedule HI
10. Deb'.. Mortgage Liobilitie., Lien. (Schedule I)
11. T 0101 Deduction. (tololline. 9 & 10)
12. Net Value of Estate lline 8 minus line 11)
13. Charitable and Governmantal Bequests {Schodule JI
14. Net Value Subject to Tax (line 12 minus line 13)
15. A'Iount of line 14 taxable at 6% rate
Ilnclude volue. from Schedule K or Schedule M.}
16. Amount of line 14 taxable at 15% rote
(Include volue. from Schedule K or Schedule M.I
17. Principollax due (Add lax from line 15 ond from line 16.)
18. Credits Prior Payments Discount
+ f? .v. eN
z
o
;::
:!
::l
..
~
o
u
>c
:!
(15)
..=2 Ii' "".3. .sl
(111
112)
(131
114)
x .06 =
(l61
x .15 =
(17)
Inlerest
Check here .f you ere tcque!oling a ,efund of'Y'OUI- overpayment.
(18)
(l9)
".
1201
120A)
{2081
/.-'!r9~. Zo
.I.s9~. .:to
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v) IN THE
APPROPRIATE BLOCKS.
I YES I NO I
, '
1. Did decedent make a transfer and:
a. retain the use ar income of the property transferred, .......................................
b. retain the right to designate who shall use the property transferred or its income,
c. retain a reversionary interest or ....................................................................
d. receive the promise for life of either payments, benefits or care? .......................
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of ,
d h 'th t . . d t 'd t' ? )(,
eat WI ou receiving a equa e consl era Ion .................................................
3. Did decedent own an 'in trust for' bank account at his or her death?...................... ~
IX'
I
Ix
I
10><,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
."~."02 EX_ 112.8l1 '*
COMMONWEALTH OF PENNSYlVANIA
INHERITANce TAX RETURN
Il:ESIOENT DECEDENT
ESTATE OF
SCHEDULE A
REAL ESTATE
_ .______._~__.~~__.~___u.__~__._
-~-_._._._. --- _._----~--~--_..._,-----
FILE NUMB'ER
~"e$.
t...J .k"~A""5
/997- t::Jt::>7t:-/
(Property lolntly-own.d with Right of Survivorship must b. disclosed on Sch.dul. F) All r.all.tat. should b. r.ported at fair marlc.t value
which il d,flned 01 thl prlc. at which property would b. 'JCchanged betw..n a willing buy., and a willing .IU.r, naith., being compell.d
to buy or .111, both having reasonable knowledge of the r.llvont facti.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
fUoAl€-
TOTAL (Also enle, on line I, Recapitulation)
(If more spa.. i. needed, insert addiliono/ sItMIs 0110... size.)
s
Ily.,a IX,+ lUll
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE "E"
CASH AND MISCELLANEOUS
PERSONAL PROPERTY
J);""e.> W. .A:"eA~.-1J..s
FILE NUMBER
/?77-~7~/
(All propeny lolntly-owned with the Right of Survlvo,.hlp mun be dlscloled on Schedule "~"I
ITEM
NUMBER
1.
.:<
3,
DESCRIPTION
VALUE AT
DATE OF DEATH
J)eI'1A..Jb [)e,eb~.'I" - ".,e/,1;./IJ ,l3.9^'k Aid#' /9;z,-/l:J.-7Sr..7
,l4c!tul(ue{) r",}'re!(.~bT 7//7- 8/7/97
39/tT, .It:>
.:z.~
U j S4u,"';c:. 5 ,(3o{lJpS
/'1 /9.,.6>5 71 flo ee Tv rt /l?y4t59.!T7' eo!!
fi' ~ eA.<<e.D ;Nr<?~e.sr
r/f~ve/eA!..5 i- ;;::..::: fiAl.P A'.N",,~'r.7'
/?/lIr>lt.<iN' ,/'.47A.t5le &'-/-9;
Sacc. 00
~~~s-~ ocJ
c;/. 87
TOTAL (Also enter on line 6. Recapitulationl $
(If more epeca I. needed IhIWt eddldohlll etMetI of .me 1Iu)
~fY.1509 u. 11.83'
COMMONWEALTH Of '!HN!iyW...N....
NHUI'ANCE 'U AUUIlN
~fSIDEN' DECED!N'
SCHEDULE /IF"
JOINTLY -OWNED PROPERTY.
ESTATE or- ------- -=.~~"- --'--~'=--"--~"='~~==-~--~-FiLfNUMBER"="-
.:M-,.ofes UJ. 14>"'i?,,}5 ___I.. 9?7- ~CJ 7~1
Jolnl tononl{'):
NAME
A. I?t".J.4~1J :5. j(eA~,v.$
ADDRESS
~7 /-.~ :m...,oI' "te>o+t:>
C!.#.+'U!3e~~C; ~ 17,3,";
RELATIONSHIP TO DECEDENT
.:5t!3,.J
B.
C.
Jolnlly-ownod property:
LmER , I I
ITEM J FOR DATE I TOTAL VALUE : DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE I DESCRIPTION OF PROPERTY OF ASSET I % INT. DECEDENT'S INTEREST
TENANT JOINT
1. ;2-.3' 'is' ,;1.-3<.,5 O~"'-'i"Jb f)e/'p':','r- /'1e/Ie>.A/
L!UAJI( ,?/e. /~ - 005 - ~I f".y'
~eC!...e"C:1i> I3Y c.e/(r,'f'IO Ie
&>,p oe,t)D.!J/1". ;"Iel/"...' ,S",N)<
~/e. o"~?'8~;z.f" ~Ne~ ,8y
r&>;9 /3 /~eR;fUJ!. ~ ~"""",o .5o~
5, Ke.l9i?AJ$ j)Are~ ;;I.-~-1S" 3/.. a/~ 9' /.!:f~D7. St!J
I 1ft!.e.,tUc.ei> z::,,)r~"br 7/:1"97 //. ~, 30'0 S,~c:>
I To 3-7-"7
TOTAL (Also onlor on lin. b, Rocopitvlotionl S IS $13, 10
(If mortl 'poc:. i. nN<Md in..rt additional .,,"11 of '0'" Ii.o)
_ev:ISIO ex. 11.UI
COMMONWeAltH 0' P!NN\'1IVANIA
NHUI'ANCf 'AX IftulN
IUIDIN'DlceDIN'
SCHEDULE "G"
TRANSFERS
..--..-.-.-------. -.---- --_.-------
+__,______________" ~n_____...______ __
-_..-.__.--- -..-.----
..______..____' .n___+_
-PILE NUMBiif
ESTATE OF
::JA/le~ W ~e-1'.A"N.s /:;':i'7-...,,7C,/
THIS SCHEDULE MUST BE COMPLnED AND FILED IF THI ANSWIR TO ANY OF THI QUESTIONS ON THE RIVIRSI SIDI OF THI COVER SHIIT IS YIS.
, DECO, I DOLLAR VALUE
ITEM I DESCRIPTION OF PROPERTY : EXCLUSION i TOTAL VALUE i ~ ' Of DECEDENT'S
NUMBER Of ASSET INT, INTEREST
".., p,.J.e..
TOTAL (1.110 ..... on Ii.. 7. Recapitulation) S
(II rrlOfW IpocII n n.-ded inserl odditional shHtI 01 101M size.)
~,v Ifll 'I. o' .111
l;>..;~.y
"..~.'f\
. :'11.....
~OMMONWE.lTH OF PHlN!tVlVANIA
"'HERIIANCE TAll RfTURN
aESIOENf DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
.Plea.e Print or Type
FilE NUMBER
/97'7- tt)" 7~1'
-
ESTATE OF
.2.
B.
1.
2.
3.
4.
C.
1.
~.
8.
'I
.5
DESCRIPTION
AMOUNT
.;:}/Pl"le&> G.U. ffi..M/\J5
ITEM I
~
A. I Funeral Expen.e"
1. I C.t><!.ICI..'N Fu,./f!A/ll hb4e.- .A/(;;M"'h<1~
T=~.E1.5TONe...
/$t':>,OO
ISo.~o
5"u.rll .I"1""o<J~.'.N U t3 C!.#u;?e/T- P""""D ~ ,.c:<vJe~/
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personol Representative:
Year Commissions paid
Attorney Fees
Family Exemption
Claimant
Relationship
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Probate Fees
Mi.cellaneou. Expen.es:
;?ec;;"5"'e,,.e ooP w"I/~ - Ao"64,..,, Fi/2.e.
CU",eeAl",.,.1> L.1w .,7;;.(.U(..<J41- ,ADI.J' ~..g,rzTe
rile. 'Oe'Nt.,-,;Jel- t?P Ii. f!,t.QMl'e
.::rfi..Ne. .-91i/2.X.M'pe~/G.5~..i~e - t.<I"~RI!!6!> w.NI' ,::;;GAJ"ru,c'e
j?.A- r AJlr'eA.//J .<J~e- Vl}( 7iet"-/l,J F//. 'Ne; ,,:e e.-
(??-
~c.~
~~.yc:>
.;2 if. ao
J.s:. c:'a
TOTAL (Alia enter on line 9. Recapitulation)
(If mare lpoce il noeded. in..rt aclclilional .....,. of lame .Ip)
s
.,
[
,
!
t
I,
"'~
.i'.:
..-.>1---_.
;,'-"",":'~
_. --. ~- .....
. a!Vl~U IX. 1'."1 '~
~:[\-t;:Y"
'0. ~'Hu'"
COMMONWtA.llH Of PlNN~nVA.NI~
lNHtlltANU 1.U U1UaN
USltlfN1DICtCU/r
ESTATE OF
ITEM
NUMBER
1.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABLlTIES AND LIENS
Plea.e Print or Type
FILE NUMBER
/ . fl;t- a .:.7~/
-r
-../, t.V.
DESCRIPTION
AMOUNT
,2,
S He~~"'/t.e r;,.,,-, ,;; /lu,y.~'e~ _~,#/.:;,.~,,'A1N .Fee.
""',Alp/( 't,A,A.4!' H~A~"# ~A(./'l:'~- ./I/~,;t$'Alt: /~P~
SoS; ~
I:L ~~.?
3
1/..1-4L...;JI<' - j;",eut:'S
//~, f'~
"'t.
pI'-? r#~ F,~..r> - ;;#l".s,'f!,'A'N Ft!!.e
/~..s.s-
TOTAL lAlso enle, on line \0. Recapitulation)
(If more space is needed, insert additional sheets of same size.)
$ AS
H10!\ \ 1'l Hl \' II j~,~
lfEE FOP !lll~,
CEHlIfICAlt:~; ')(11
WARNING: IT IS IllEGAL TO Al TER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
c:oMMONWU\LHI or f.'[UWi'l'1.'JA1lll\
DfJ>MHMUII oJ tU,ALTtl Vl1Al mCI,,1I0';
lOCAl. REGISTRAR'S CERTIFICATION OF DEATH
j;;;;,;~~i70iif;i'''i';;....
,.' ,,\'" pr,;'"
I?l~\r- - .-~_.,-,('I'41"\;~'
'1~"Y ~-
f.~':W.~~':~' ..~1)
\ s' ,I, ,i:!
" 1t ",~. _ "",., ~.' .l
~ ~" ~"." ,,~~//
, Ofp' .....~"',..
.~~:'IMlNl \\' ;;'I~~'~'V
~";"m&'"
August 8, 1997
CERT. NO. 3560394
-.- o~,. <,ii';',;;-::;;'I);';';"C~-;~lii;;;;;-;;'---"
James
W.
Kearns
Name of Decedent
Male
.----------
_,f,"""
"' -" ------ ,.._.~
;..'
, '~I
August 7. 1997
177 - 10 - 0267
____ .______. Date 01 Death
Lewistown, Pennsylvania
Social Security No.
March 20, 1902
Birthplace
Manor Care Health Services
Cumber 1 and County Sou th Mi dd 1 eton TWPPennsylvania
en""I, -, -,-----. --'---':-'1, ;'..""..',' oJ' ;,-,~-",,,,.~
Sex
Date of Birth
--,.--------' -----.....,..,-"..,..-...-...- ._,-,._-----,---
Place of Death
Wh ite
F,\;'''lj ~.~I1",
No
Farmer
___ Armed Forces? (Yes or No)
Care Health Services - Carlisle, PA
17013
Race
Occupation
Wi dower Decedent's
Mailing Address
Ronald S. Kearns
~1..1'"1C!'"
.1"-",'1
",..,1"..."
";1.1',]
Manor
Marital Status
. Scott O. Brenneman, FD
Funeral Director ______________
Home, 30 N. Chestnut St., Dillsbur9, PA
Informant
Name and Address of
Funeral Establishment
Cocklin Funeral
17019
Interval Between
Onset and Death
Part I: Immediate Cause
Pneumon i a
(a)
(b)
(c)
(d)
Part II: Other Sj@i/ifancffi"nditions
,
Describe how injury occurred:
Manner of Death
~
Homicide
Pending Investigation
Could not be Determined
o
[J
o
Natural
Accident
o
o
Suicide
. O. Brophy MD
Name and Title of Cerlller ___ '
4570 Valley Road, Sherlllans
Dale, PA
17090
(M.D.. D.O., Coroner. M.E.)
:!
Address
This is to certify that the information here given is correctly copied Irom an original certificate
of death duly filed with me as Local Registrar. The original cer\ilicate will be forwarded to the
State Vital Records Of lice for permanent Illlnr. ( ~;,c::/j}
M..4dded1:0 &-~~ / ~ 71o<f
~~7~ ,Ll t, , rp~l'~
""~R~'~'~'~:L"~':"' ,~,997 '/lu~f!4".~.fL~ C" '''~'''' ''''R CC /7t1//
"1
..
-
--
llinst Mill nnb m~gtnm~nt
of
JAMES WALTER KEARNS
I, James Walter Kearns, of the Township of Franklin,
County of York and Commonwealth of Pennsylvania, being sound of
mind, memory and understanding, do make, publish and declare this
to be my last Will and Testament, hereby revoking any and all Wills
or Codicils by me heretofore made.
ITEM 1. 1 direct that all my just debts and funeral
expenses be paid by my hereinafter named Executors as soon after
my decease as may be convenient to the proper and complete admini-
stration of my estate.
ITEM 2. 1 give, devise and bequeath my entire estate
remaining after payment of debts and expenses, whether such estate
be composed of property real, personal or mixed, and wheresoever
same may be situated, unto my wife, Ida E. Kearns, if she be living
at the time of my death.
ITEM 3. In the event my said wife shall predecease me,
1 then give, devise and bequeath my entire estate remaining after
payment of debts and expenses, whether such estate be composed of
property real, personal or mixed and whereaoever same may be aitu-
ated, unto my children, to be divided equally becween them per stir-
pes.
ITEM 4. 1 nominate, constitute and appoint my wife,
Ida E. Kearns, Executrix of this, my last Will and Testament. In
the event my said wife shall predecease me, 1 then appoint my sons,
-1-
COMMmJWEALTH OF PENNSYLVANIA
DlPARrMENT or H[VENU[
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRrsour~G. PA 17128.0601
.g:J~~
~
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.AA 242414
AEV-1162 EX (11-96)
RECEIVED FROM:
I
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
RONALD S KEARNS
1()1
<<1 ,CjQ"" ~O
687 PINE STUMP ROAD
CHAMBERSBURG. PA 17201
FOLDliERE
FOlD HERE
ESTATE INFORMATION:
FILE NUMBER
?1-1QQ7-07Al SSN 177-10-0?A7
NAME OF DECEDENT (LAST) (FIRST) (MI)
KEARNS JAMES WAI TER
DATE OF PAYMENT
] 0/30/1 Q<n
POSTMARK DATE
CI 100 loono
COUNTY
CIIMBERLAND
DATE OF DEATH
TOTAL AMOUNT PAID
$l,5Q6.20
vz
REMARKS RONALD S KEARNS
;-,,/,,' (7':/
RECEIVED BY ///-(;/1../ L. A t.t.-c (d,/' ///'/.,/
e:ti / /' // .. /:-
~~~i S~ER LOF I ~ I LLS~4' /l ( /' ~;/J ;-
SEA~HECK# 103
HsClsrm ur WILLS
------- ._---._~--~--~-~_. -- --~-
._-~----~----------- --------------------
.
{
"
..--.. ---....,.~.... '-.
,
_.~.~_.-..--...~.~
;---
_,;4I-r<<~~ ....f...._..
)
,
".
f
.:;./'
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
7/? .n'r' .;.',
.
// #
/ -[ .r'/I" /i/J ..::,
",,/
Date of Death: % - 7-77
Will No, ,!VI'''''' A""-,_~<,,,c..t/<LI,/r
Admin. No. ;:z/- }?:7-7<:'/
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
;T-iT-77
Name
Address
rfAlAA.Jtf'J ,{,.. /4.k'A~ ("e? -E/e'-:~ ~/ '3 ,C)-9;4( ~~p /lieu; ,g~"4fi"d.iJ />> ;'7O<G(3""
/ ~ /
!f;/l/,;llIJ .5 ~"rW >. " r~ -~P"'u,n,.e_,,{; ?/!?:M<:.5-,...."./' .4v.:'.7J C.'#9""-hPRW"p", ,.e. /7..z.tY
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:
/? ~#/ ~ /~<0.--'" . (";> .G"...c4'~
Signature .
Name ~A.9"'t:l 5 /-t'?,$,AfAJ.>
Address ~ii7 /f..re-,:ii2<H/ -&#J<>
c'd'{f<.-'~~t:> ~r?.a/
Telephone (7i7J ~3-Y~ff"
"~I
Capacity: X
Personal Representative
....: __J
~ .. I' ~
.~....j
Counsel for personal
representative
/5-- Joj -14
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK DIVISION
DEPT, 280601
HARRISBUAC, Pi 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-16-98
KEARNS
08-07-97
21 97-0761
CUMBERLAND
101
RONALD S KEARNS
687 PINE STUMP RD
CHAMBERSBURG PA 17201
Amount Relllitted
c
-
IEV-lh' U if' 11"'"
JAMES
W
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
'R-iY:i54i-Eic-Ai:ji-ni?j:97Y-NOTiCE--oF-YNHEiiifANCE-TAic-APPRAisEHENi'-;-AL.i-OWANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEARNS JAMES W FILE NO. 21 97-0761 ACN 101 DATE 02-16-98
TAX RETURN WAS: \ X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.to (Schedule A)
2. stocks and Bonds (Schedule Bl
3. Closely Held stock/Partnership Interest (Schedule Cl
4. Horta.ges/Not.. Racelvable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule fl
7. Transfers (Schedule G)
8. Total Assets
( J CHANGED
(1)
\21
131
(41
151
(6)_
\71
.00
.00
.00
.00
14.638.53
15.513.10
.00
(81
554.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expens.s (Schedul. H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Totel Dmductions
12. Net Value of Tax Return
13. Charitable/Govern.entel Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17
reflect figures that include the total of ALL returns assessed to
ASSESSMENT OF TAX:
1S. A~ount of Line 14 .t Spousel rat. (lS)
16. AMount of Line 14 taxeDle at Line.l/Cless A rate (16)
11. A~ount of Line 14 taxable at Collaterel/Class B rate (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
10-30-97
RECEIPT
NUH8ER
AA242414
DISCOUNT ('1
INTEREST/PEN PAID I-I
B4.01
(91
(101
1.593.72
(11)
(121
(13l
(14)
.00 X .00=
28.003.51 X .06=
.00 X .15=
(181
AMOUNT PAID
1,596.20
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this fora with your
tax pay.ent.
30.151. 63
? .14A 12
28.003.51
.00
28,003.51
and 18 will
date.
.00
1,680.21
.00
1,680.21
1,680.21
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.l
'~'"
,/
(
~~/
~,
;:(,,-,"'1
,,------
/
/
" '
><.
/
''-,
. :: "~-"
"
"
RESERVATION: Estat.. of decedents dying on or before O.c..b8r 12, 1982 -- 11 any future inter..t in the ..tat. Is t,.ansf.rr.d
In po.....ion or enJoY.ant to Cia.. . (collater.l) beneflclari.. of the decedent after the .xplration of any e.t.t. for
lif. 0,. for Yla..., the Co..onwe.lth h.r'bY .xpres.ly res.rve. the ,.Ight to apprai.. and a..... transfer Inherltanc. TaXI'
at the lawful CI..s B (coll.teral) rat. on any such future int.rlot.
PURPOSE OF
NOTICE:
To fulfill thl r.qulre.ant. of S.ctlon 2140 of the Inherltanc. .nd E.tate rax Act, Act 21 of 1995. (72 P.S.
Section 9140).
PAYtfEHT:
Ddach the top portion of this Notice and sublllt with your p3y..nt to the Register of Will. Pl'lnted on the river.. sid..
--Make ch.ck or .only order payable to: REGISTER OF HILLS, AGENT
REFUND (CR):
A refund of . tax cr.dit, which wa. not r.quutGd on the Tax R.turn, ny b. ".quelted by cOIIPI.ting an "AppllUltlon
for Refund of P.nnSYlvania Inh.ritance and Estata r.xft (REV-IlI3). Applications are avallabl. at the OffiCI
of the Reglste,. of Wills, any of the 23 Rlv.nu. District Offlc.., or by c.lling the special 24-hour
answering service nueb,,.. for fore. ord.rlng: In Pennsylvania 1-800-362-20S0, outside Pennsylvania and
within local HarriSburg are. (717) 787-8094, TDD' (717) 772-2252 (Hoaring I~ai,.ed Only).
OBJECTIONS:
Any party In Int.re.t not satisfied with the appralsee.nt, allowanc. or dls.llowancl of deductions, or ass.ss..nt
of tax (Including discount or Interest) as shown on this Notice .ust objoct within sixty (60) days of r.c.ipt of
this Notico by:
AD"IN
lSTRATlVE
CORRECTIONS:
--w,.itten prot..t to the PA Oap.rt.ent of Rev.nue, Board of App..ls, Dopt. 281021, HarriSburg, PA
--el.ction to have the satter deteretned at audit of the account of the personal reprosentative,
-~app.al to the Orphans' Court.
17128-1021,
OR
OR
Factual .rror. dIscovered on thl. .....s.ent should b. address.d in writing to: PA Departeant of R.venue,
Bur.au of Individual Tax.s, ATTN: Po.t As..ss.ant Revlaw Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6S05. See page S of the booklet "Instruction. for Inherltanc. Tax Return for a R.sldent
Deced.nt" lREV-1SOl) for an .xplanation of adalnI.tratlvaly correctable errors.
DISCOUNT:
If any tax due I. paid within three (3) calendar liIORth. after the decedent'. death, a five p.rcent (5:0 discount of
the tax paid i. allowed.
PENAL TV:
Th. ISiC tax ..,esty non-participation penalty is cOllputed on the tohl of the t.x IIIld intere.t .ssessed, end not
paid b.for. January 18, 1996, tho first day after the .nd of the tax aenesty p.riod. Thl. non-participation
p.nalty is app.alable in the sue .anner and In the the sue tiae period as you would app.al the tax and Interest
that has b.en as.....d a. indIcated on this notice.
INTEREST:
Interest is charged beginning with first d~y of delinquency, or nine (9) aonths and one (1) day fros the date of
dtlath, to the date of payggnt. Tax... which becMHI dolinquet1t before Janu.ry I, 1982 bear intDrest at ttMl rat. of
.Ix (6;() perc.nt p.r annus calculated at . dally rat. of .000164. All tax.. which b.ca.e d.linquent on and .fter
January 1, 1982 will bear interest at a rate which will vary froe cahndar year to cahndar year with that rate
announced by the PA Departaant of Rev.nue. Tha applIcable Inter.st rate. for 1982 through 1998 are:
t!!! Interut Rate DallY Inter.st Factor :!!!r Int.re.t Rata D.ily Interest Factor
1982 20iC .000S48 1987 9~ .000247
1983 16iC .000438 1938-1991 In .000301
1984 UiC .000301 I"Z 9~ .000247
19a5 13% .000356 1993-1994 12 .000192
1986 laiC .000274 1995-1998 9~ .000247
--Interest i. calculat.d a. follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notico issued aft.r the tax becolle. delinquent wUl refl.ct an interest calculation to fllteen CIS) day.
b.yond the d.t. of the au.ss...,t. If paysDnt is eade aft.r the lnterut co.putaUon date shown on the
Notlc., ndditional inter.st su.t be calcul.t.d.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
~ (( ,,,,(J5
/( {'q ,e,') y
(1/ ,
Date of Death: '0- '7~ .'I, 7
Will No. I C, C) 7- 0076 (
Admin. No.
:>-1 q 7 - 07 G/
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 'iC No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
). If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes 'r No _'
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: u-1...1<#O",I.A.l
c. Did the personal representative state an
account informally to the parties in interest? Yes Y 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.
Date:
g/?/9~
1
,::)
(i';/ /t/..JL~~<-<-
Signature
~ A ti. I~ Lf' S L, J/-f'G I-? ,'/ )'
Name (Please type or print) ,
"2 / :$ 0 J./c /4./
Address /lJ fev ;Jot-v,. "'- rl '('L./ I /7/Z../7C/tR i'
(17) 5'/1.. ,-7 c; 1-,
Tel. No.
K' Personal Representative
,--
:-.) ~,:
Capacity:
Counsel for personal
representative
(MAH: rmfl AM))
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