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HomeMy WebLinkAbout80-00069 ~/~<~. . ~ti:' ~A'\';:7'.. ~~:~r\:~.'.,;:,_, .,." ~ ~ ~ i ~ ~ ~ ~ 0 j B i E-l CI2 ~ I . Iil ~ ~ Pol t-:l . "_,:,.o-:i:' . .:~~-:" ,..'"ii~ '\~j .-:/'~~~ :^~4~1 .',.'X~(;. ,..-1* ';~~] ;'}{~ :.'~~/!~ );1 , ,. ~ .,;;~ ..::._:';i}~~'i: :..'\~~ ,,,Ill' ;' ",;~:'i~1 "1 .,.~~ '. ~'~fi ..~ ".::::-"~~a. . "'~~(~\ c.~ .,., '.:.' d -0 00 . - M .s 0 .s ~ z II) .... ';::'i~:) :':':~ . >.'~\;~~ . ',,'" :t ....J~' ~-~;;~. '.c.~;;.~ ..,':t No '21.80 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY , " 1 ~ in the Estate of PAUL THOMAS CLINE, , deceased, Harold B. McLane, Deputy To flid ,iii eI C. Al"lele:non, Register of Wills for the County of Cumberland, in the Commonwealth ot Pennsylvania, 15 Petitioner(s) are the execut RIX named in the Last Will and Testament af Paul Tho~ Cline dated Decedent was a citizen of the United States and a resident of Township BOl'C5tigl'l, Cumberland Caunty, Commonwealth Aug. 15, 1~75 Hampden of Pennsylvania. Decedent died on Tuesday A. D. 19 ~oin the County af Pennsylvania the 8th day of January Cumberland State of at the age of '17 years. has has her Decedent has not been married and has not had children born to him since the execution of the above described Will. Decedent was possessed of personal property to the value of $10,000 and of real estate to the value of None as near as can be ascertained; said real estate situated as follows apply Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon, Dated January 11, 1980 Name and address of Petitioner(s) ,) , J I ,/..)!-,,,j C:, ?;,~7//'>)L:/ ;;.r (//~ ,~ Gretchen Balt Cline 29 Maple Avenue Camp Hill, PA 17011 COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND Gretchen Balt Cline named in above application, being duly say(s) that the statements set forth in sworn according to law this petition are true to the best of her knowledge and belief, ~...' .........,/ ,1r../>_ ;~>/"/' ) , .. . 1// \ , '- ,) ( ,II ;T \,. /,/ , /) ,I - - ,-,"",- .~ /~ Sworn t<and subscribed before ;/ I mJI Janua:-y 11, 19 80 "'--1\ <A/L 1JL 'p" . :Yl L. ;/ cvoSJ . ,~~ Ri"I,CoI' d C. Alldv' .,6n, eglster \/'1; F.ebruary 1, !BO Il"~ -hIt,.. / Attorney: r5-/~ I John E. Slike, Esq. . LAST WILL AND TESTAMENT OF PAUL THOMAS CLINE I, PAUL THOMAS CLINE of Hampden Township, Cumberland County, Pennsylvania, declare this to be my Last will and Testament, hereby revoking any will previously made by me. I _ I direct that all of my just debts shall be fully paid and satisfied as soon as convenient by my executrix or executor hereinafter named. II _ I devise and bequeath all of my estate of every nature and wherever situated unto my wife, Gretchen Balt Cline, providing she survives me by sixty (60) days. III _ Should my said wife fail to be living on the sixty-first (61st) day following my death, then I devise and bequeath all of my estate of every nature and wherever situated as follows: A. One-fifth of my estate shall be distributed for the benefit of my daughter, Nancy Cline Grove. One-half of her share shall be paid to her absolutely at the time of my death 1 the other one-half I give, devise and bequeath to my trustee hereinafter named IN TRUST, NEVERTHELESS, to hold, manage, invest AIlNOLD, SUKE at SA YLEY ATTORN'I.\'S AT lAW ~11I9"A...lTmur CAaIP HILL, PllHNlY1.VANIA 11011 and reinvest and to pay the entire net income from said trust to my said daughter at least quarterannually, and to pay to or for her benefit such amount or amounts of said principal as my trustee, in its sole discretion, may from time to time deem necessary or proper for her comfort, support, maintenance or welfare. ~fuen five (5) years have elapsed from the time of my death, my said daughter shall have the right to request in writing and to receive the the principal of her trust. , A failure or delay on ~., ---. -- Page 1 , . ATIOJ!.:-Ol"!i AT I.,-\\\' 21" NAUer snUT c.-MPHILL,PIHNSn.VANIA 11011 " . . her part to request and receive the distribution of principal, or any part thereof, shall not prejudice her right to request and receive distribution at a later date chosen by her. B. Two-fifths of my estate shall be distributed for the benefit of my son, Richard Eugene Cline. One-half of his share shall be paid to him absolutely at the time of my death; the other one-half I give, devise and bequeath to my trustee hereinafter named IN TRUST, NEVERTHELESS, to hold, manage, invest and reinvest and to pay the entire net income from said trust to my said son at least quarterannual1y, and to pay to or for his benefit such amount or amounts of said principal as my trustee, in its sole discretion, may from time to time deem necessary or proper for his comfort, support, maintenance or welfare. When five (5) years have elapsed from the time of my death, my said son shall have the right to request in writing and to receive the balance of the principal of his trust. A failure or delay on his part to request and receive the distribution of principal, or any part thereof, shall not prejudice his right to request and receive 'distribution at a later date chosen by him. C. The remaining two-fifths of my estate shall be distributed for the benefit of my grandchildren. My executor shall divide the said ~wo-fifths share into as many shares as I have grandchildren living at the time of my death, and shall pay the said share to my trustee hereinafter named, IN TRUST NEVERTHE- LESS, to hold, manage, invest and reinvest said share as separate and equal trusts for my said grandchildren and to pay the net income therefrom to or for their benefit at least quarterannually; and in addition thereto, to pay such amount or amounts of said principal as my trustee, in its sole discretion, may from time to time deem necessary or proper for the payment of extraordinary ~~~.0~ !'. Page 2 3no " '. .. medical expenses and higher education or vocational training of the beneficiary. As each beneficiary attains the age of 21 years, he shall be entitled to receive one-half of the then remaining principal of the trust, and five (5) years thereafter he shall be entitled to receive the entire balance of the trust. IV - A. In the event my daughter shall predecease me or die at any time before the termination of her trust, the share of my estate to be held in trust or the remaining corpus thereof, together with any accumulated income thereon, shall be paid to the trusts created for my grandchildren in equal shares. If my deceased daughter shall not be survived by any children, the trust share corpus, together with any accumulated income thereon, shall be added to the trust for my son Richard, or in the event he is dead leaving surviving children, the additional share which would have been added to his trust shall be paid to his children in equal shares. B. In the event my son shall predecease me or die at any time before the termination of his trust, the share of my estate to be held in trust or the remaining corpus thereof, together with any accumulated income thereof, shall be paid to the trusts created for my grandchildren in equal shares. If my deceased son shall not be survived by any children, the trust share corpus, together with any accumulated income thereon, shall be added to the trusts created for my grandchildren in equal shares. V - In any event in which my executor or trustee, as the case may be, shall be required to divide all or any part of my estate or of any trust created hereby into parts or shares, J Page 3 S01. A11UMSI-Y!'! "1' I.A\\" 2Iot..A....rrsnUf CA_ Hn.L. PINWlYS.VANIA IlOl1 or to distribute the same or any part or percentage of any trust, they are authorized and empowered to make such division or dis- tribution, in its sole discretion, in money, in kind, or partly in kind and partly in money, and for the purpose of such division or distribution, its judgment concerning the propriety thereof and the relative values for the purpose of division or distribution of the securities or other property so divided or distributed shall be binding and conclusive upon all parties. VI - I direct that any and all inheritance, estate, transfer, succession, legacy and other death taxes and duties of any nature which may be levied, assessed or imposed by the United States or by any state or territory or by any foreign government, upon or with respect to property passing under this will, or property not passing under this will, shall be paid out of my estate as an expense of administration and no part of said taxes or duties shall be apportioned or prorated to any heirs under this will. VII - I nominate, constitute and appoint my wife, Gretchen Balt Cline, Executrix of this, my Last will and Testament. Should my said wife fail to qualify or cease to act as such, then I appoint Cumberland County National Bank and Trust company, Camp Hill, Pennsylvania, Executor of this, my Last Will and Testament. I nominate, constitute and appoint the said Cumberland County National Bank and Trust Company trustee of the trusts created herein. Neither my executor or trustee shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the /'.3 on! day 0 f ,.~I-..l Co '" 7- (. Page 4 SEAL) 1""-;:" AI.NOLD. SUKE & BAYLEY A1TllR.:'\I:I."S AT I.AW "" II"."IT mur . Cull'HIu..PPlHIYl.V"NI" 11011 Signed, sealed, published and declared by PAUL THOMAS CLINE, Tes- tator therein named, on this and four (4) other sheets of paper as and for his Last will and Testament in our presence, who, in his presence, at his request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~" ~6 \,\,(.( JI C_ // ),,,-, Name .~ on! <-t Nam~ lId I",., ", --v...{~Ld~ 'I. /} II '; , ( ti/j,/I+;'< I....f-i/u. "A'ddress I r:::) I I . "'Ifni II If-( <'-<l 1<11.-\ (~ Address 303 ~) ~. . , I. t" () Page 5 ~t ". f' 1 >< 't~ e [<l riI 14 ~ ~ ~ ~ >< g m <:" ~ H ~ N U N ~ I::. ~ gl ~ ~ ~ e J:; E ~ ~ to t; ts ~ ~ \.H "-r-=t Q o ~ d ~ G ' , ::<: ~ 14 = 0 ~ ~ Ei j CIl ~ ,; d ~ H ~ Cl M ~~ ~ 14 ~ = ~t0 o .. fS) P< ~ ~ < .. ... ~ . :.: . . ~ .,,-; ..,.',.'.',", . '.:":.;{;<:t ,,,_,.C...:.. i\?;~; , . OATH OF SUBSCRIBING WITNESS COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I This............. .......~,lc.i,\.... "-J..Llh..,,.., ................. day of, .......,.... ,.....>!.~!:l.?~,~,y... ..,..,..,.... ...... ........ A,D., 19 ....~.9. Harold B. McLane, Deputy before me R:.I....1l E. -^ ftll or I In, Register for the Probate of Wills and gmnting letters of Administration in and for said County of Cumberland. in the Commonwealth of Pennsylvania. personally came .............. ""',....,',.,',..",.,..~9,~~".~.',.,.?~~,~~,..~~~..,~,~,~,..~,:,',.~~~,~X.". '" ,."", """., ,""" ".",'.."".."..., ,.....""" ,.,..,." ,...." ,. the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of ...,',...."...,~p.),1,J.."'r.hRm9.R.,.~),.J,n!'!,........,.......,,.,., "., ," '" """."", Dated "" ",. ~.\!g"1~,..,.J..~,7,~,,... late of .................~~~,J?~~,~ ..::!',?~~.7,~.~,J?.~........... .......... ......., ...., ..... ...... ......, Cumberland County Pa.. deceased who being duly ...........,~:-f9.:::!:...............,.... according to law, depose and say, that ........t:-,~~y......................... present, and saw and heard the testat.9!?,r........................, .........p.~.~;I"..r.h!?,l))f::,~..,!:;.:!-.?:~,~............................. sign, seal. publish, pronounce and declare the said instrument of writing as and for h,~~........... Testament and Last Will, and at the time of so doing ............,)::I,'?...............................was of sound and disposing mind memory and understanding, to the best of ..................~~~,~~................,knowledge, observation and belief. ...............~~~::.~..!.?............. and subscribed before .....S!:;... .. :'l..t.-:.........P...,,.,&{..;.{.:................... j'-' ,~ //" Jl ) < .1)(_. I--r ,./ ,",' P ';,'l .~_ ........ .............................."....h....../........................... f " :./ . ~4Q..,B>.::tq:~,..:i.~~,~~~,~y. R.......L,u.d E. aUdvli:lUU1 RegIster - .................................................................................. AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA I ss: COUNTY OF CUMBERLAND I ....,........".,.,..,."...,',..,~~~,~~~,~~,..~~.~.~,.,<?~~!:.~, ,.",."" ""."."" ,...".,.."",."""...............,.,., ...,",.........being duly ...............~~9!?,~..................... says that as nearly as can be ascertained the said decedent .......................... ...,....."...~.':':~.~..,~~,?~.':".::,.,<?~~!:,~.,.....,.,.,",.,...,',...'"..",."" ",.,.,.,..'" ".. "".."",..,.....,...." ,... ,.., "",.....".,.,..,died on ..............?:~.~~~.':':L................ the ................,~,~~.........day of ........~~.~,~~,:::L........................... A,D., 19...8,0. at or about ...................~,:,?,~.............. o'clock, :':.M, ...............~~,?~~....t:-9...................and subscribed this .........................~~,~...~~:.~ day of ....ol.e!)..~f::?;.Y..... 80 19, ......... before ~1f.~tb';rxJ,~~f.~:~..,.,...,~.7.R~,~'t.. R;~L,"ud E. ..\ud......u~u!t Register '-...-/ J /" / ' (, j' (.' ,", > > /, ;y,'li''[' ,tc -" . / .--.' - -- . -- -' . ..........:~........... ................................ .... ............IIt::_..- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} COUNTY OF CUMBERLAND SS: Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland. personally came ....................,9,~!'!,1;.~tI,~,~..,~,~~.1;.,S.~~!?~................................... Executrix who. being duly ...........SWOl:n,....,. do ....,..... depose and say that as................................................................ of the last Will and Testament of .................~,~~.~..,~,~.?~,<;1,~...~~~!.l,~................................................,deceased ..............I>.i:I~.... will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. ....~~!?,F.!}...!;~...... and subscribed before me. January Xbcl, 30, 80 ~~?i);.;i::,:;:'~:; . ~d...~::~::'~glster l_ '.....p/ , )/,(2 \ C/ , . , - I I / ._~ ...~~;..~(:.;i.t!....I;:.-tf.-;t.ri-::..(.~::. .'.......~c:d.("...(~<!............ :'ti :OJ :UJ :tIl :8 :OJ :Q U. ClJ: c: 1'1 .,-l: 0 ~: co U: '* 0'': 00: -"= - .....J <1l: 0 0 '-'; \0: e: CQ (.0 I .....J 0: 0: ~ ,c: ~ CD: - 81 ~ . I S U ~: ~: .5 8 1'1: ::I: C>:l 0; Ill: 't:l ~ Il<; OJ 1: 0'1 CO: 0'1 . : 0 1'1 -. .s CJ N: ~ '*", '. .5 't:l bIl ~ UJ l:: '" rz< tIl p.., / DECREE Be it remembered that on the ........~,~,~:......., day of .......~...~,~~,7.~:7.7X. A. D,. 19 ..~,~... there was probated and recorded the last Will and Testament of .........p.,<;l.~:\....');h!?,I))e,~...!;.:!-.;i;!)..~...,......................... late of..............~,<;1,I!:p.,~.~~..:!:~~.~~!:I.~p.................,.......,' Cumberland County, Pennsylvania. Deceased. Letters Testamentary ....................................................... were granted to Gretchen Balt Cline ............................................................................................ Witness my hand and official seal the day and year aforesaid, J ~1,,~~~!::~,tl;,~')1.s.~&iY.~~~~~~,:t IU...llula ,E. ...~........, Register. . 305 0: co: Ol '-f ~ i7. Ill: ::I: I,d .Q: QJ: ~! 't:l OJ ~ r;; ,- . l RCC.103 13-731 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX OIVISION INHEI'lITANCE TAX RETUI'lN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS -* COUNTY OF CUHBERLAND - This return mU5t be completed In detail and filed in duplicato, with the Rogistor of Wills in tho County whore tho decodent resided within nino months after dato of death, unless an oxtonslon Is granted by the Secretary of Re...onue. Will o? /-fj'a'-d>7 Admn. No. 1'1_ \, GRETCHEN BALT CLINE Hampden Township, Cumberland IADDI<lE"SSl county, of 'NAMEl Executrix Misc. heiR}; duly sworn according to law, ueposes ami SilYS lhaS he is the Il::XEC.. ADM., LEGATEE. ETC,l Hampden Township lCITY. BOROL'GH;()'RTOWNS"HlPl of Ihe estate of _ Paul Thomas Cline .______ laic of .January 8, 1980 -----~--{oi..TEl-~---~-_.--. --------- deceased, nnd that the whnlc of the estate IIf s.lid decedent, who died on consisted of lhe assets listed below and that ;lIlnwahlc dehts and lleductiotls e~cecllell the fair m.lrket value ur the assets i1nll no Pennsylvania Transfer Inheritance Tax is lluc. /0,'-' \:....., ....-[.:L;L:'~. /.;<-..,.1 .\- (SIGNATUREJ II' a ~~ J ~ Executrix ~------------~-- ( TITLEI Type 01"""""" S /A, ae,lin. .\,,'1 l' Rllal EataU~P'Gjs.' . .0 bp;re\ Jli:'1 t. tlJ80 ASSETS Property, MMn..f9'mln\ t. d (ourny - Hold 8<.9JH tan PA (umber.lIn (Attach additional shClel5 if necllnary) TronYf'C'r, . Description of Auet Estimated Market Value Deportment Valuation CAUTION (Do nol writa in this spaco) Personalty 8% Treasury Bond due 8/15/2001 $5,000 .00 (! 1/. 3,550.00 REPORT OF INIIERITANCE TAX APPRAISER I. the undersigned duly appoinled Inheritane", Tax Appraiser in and for Ihe abnve Counly do respectfully report Ihat I have appraised the real and personal property as reported in Ihe foregning schedule a. Ihe values set forlh oppnsile each item in the last column to the righl. 4'1 . /tIl.. Ad) . A"'" /.1 d!1" Dated: Ap.,..,l?4, 19RO \INHERITANCE TAX APPRAISER) No mil ol Payee Gretchen B. Cline Myers-Hall Funeral Home Register of Wills Arnold, Slike & Bayley Gretchen B. Cline Arnold, Slike & Bayley Dept. of Vital Statistics Quickel & Connor, H.D.'s Harrisburg X-Ray K-Mart Lett's Steve's Repair Service Register of Wills TOT ALS #~5'S-o.t}O ~ 3,550.00 OEBT5 ANO OEOUCTION5 Noture of Claim A mount Claimed Amount A pplo'W'od by Register Spouse exemption Funeral expenses Probate costs Reimbursement for certified mailings Executrix's commission Attorneys' fees Death certificates Medical bills Medical bill Debt of decedent Debt of decedent Debt of decedent Filing fees 2,000.00 775.00 29.00 46.65 177.50 500.00 10.00 95.00 9.00 497.14 49.03 52.47 3.00 TOTALS 4,243.79 ,l..J/j,11 REPORT OF TilE IlEGISTER OF WILLS I, Ihe undersigned dnly elected Register IIr Wills inallll for .he ahm'e ellllnly, dn respeelfnlly report .hall have allnwed deduelions in the amllunls set forth in Ihe ahllve sehedlllc as claimed, except ",here I have set fnrlh u greater or lesser amnllnt " "" ,,,' 0' 'om' ':;~t'" ,,"; d, .'" ~ '" """ """'"'" """"".. "'" ,"" """"." "' , "',," ,,,' . Date IIf ,\pproval: ' ~ /9 /? Yo z t2. ~ , " ~1I ?c.liLJ \)... 13 ~ . E-< ~ ~ < \ ~ z . -' ... [1J u -<( . ~ ... :s 9 '" [1J ~ :< f'-' '" 'c '" z ..... '" - H '" ~ Q. \ < :- 0: {.L. "" '" ;:, Q. -- 0.. 0 u ~ S < 0.. w ~ Q "b < :l: [1J E-< ~ Z .; W l- E-< Ci <= c.. -<( Z :l: [1J ~ ~ I- [:s .. :Il Q) c I- = 0 E-< "tl '" '" '" -= 0 {.L. [1J ~ a ~ Q. 0 ... w :Il ~ '" ~ 0: Po< ~ :: e [1J ~ e .~ ~ ;., E-< 0 " e .. E-< ... = 0; ~ < u ;;; ;:; u 'c :s ..J '5 ::'"0 a:~ \ '. , , " . *' COMMONWEALTH OF PENNSVL VANIA DEPARTMENT OF REVENUE BUREAU OF FIELD OPERATIONS P. 0, BOX 2970 HARRISBURG 17105 IN YOUR REPLY PLEASE REFER TO I nvestigation Division REV.SIB (3.79) NOTICE OF FILING OF APPRAISEMENT Gretchen Balt Cline 29 Maple Avenue C~~I ,,'I )17Q11 I:Xiculor 0; Acftnhiistrslor In Re: Estate of Prllll ThnmrlC:: rlinp Cumberland County - File No. 21-80-0069 Dear Ms. Kline: You are hereby notified that the Tn sol "en t appraisement in the estate of p" 1/1 Th om" ~ Col I n p has been filed in the office of the Register of Wills of Coumhp r 1 "n d County on Ap"; 1 ? 4 ,1980-, Said appraisement reflects the following valuations: Real Estate Personal Property Transfers Jointly Owned Total ~lgRe 3 5J;Q 00 Nonp Nonp 3,550.00 As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged, Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961, 72 P. S, 2485-1001, P. L. 373, Date ..//./ ,f},,/n) '77? //,;{d-td! J April 24. 1980 Signed Title r.hl pf App r,,1 sp\" NOTE: This is not a bill. , , I. "~'-"l~r