HomeMy WebLinkAbout01-0799
PETITION FOR PRODA.) ,
. ~ ;;, ....1 "....,i.;
Estate oj _f'~'\ar~ EHen ~('9 .'.
also kno'tfn as
No.
To: ..... . _.
Register of Wills for the I"~' ~
Deceased. County of~m.w .al to in the
Social SecuritY... No. ~I ~ - YZ' lo.3 50. Commonw~t4J;).f.:f~~ylyania
"lo "'J~"'::'T',. " ::.,~! .
The petition of the undersigned respectfully represents that:' . '.'
Your petitioner(s), w~o is/are 18 years of age or old!tI' 8!!. ~e executO ~ 'f 0
in the last will of the above decedent, dated ~~ ~
and 'codicl1(s) dated
n~id
, 19_
:1
. -.'",. ,.'.
(.ta~ r~evant circumstances, C.,. renunciation, death or CxccutOr~' etc..>"
". "Decend~nt was domiciled at death in (,U~~~~ ".~~jy; PCDnsy,lvania. with
b er .las~ family or eJincipal resicgnce at ~.uo ~l I 'o.w.. .' 0. ?).f.. .... '.' .
. c.oy\\ 5 Ie:., p... 1"701 .... . ..... ..... '. .
. .' ,
(list str~t. number and muncipality) .
Decen years of age, died . d u t.y . j '/L .' .. .' " It 2...00 I ,
m .
Except as follows. dent did not marry, was notdivorced and did notlulve a child bom or adopted
after execution of the will offered for probate; was not the victim of a killing and was ncver adjudicated
incompetent: .' .
Dccendcnt m death owned property with. estimated values as follows:
(If domiciled in Pa.) A)l personal property
(If not domicilediD- Pa.) Personal property in Pennsylvania
(If not domiciled in- Pa.) Personal property in County
Value of real estate in Pennsylvania .
situated as follows:
;(6';006
I
S'
$
. .$
S.
WHEREFORE~ petitioner(s). respectfully requ t(s) the probate of the last will and, codicil(s)
presented herewith and the grant of letter l? J e
(testamentary; adminis ation c.t...; administration d.b.n.c,t.a.)
th~ ,
1~ 4'~~
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. ",.;; ~;~~i~y:~~'~~:i;,..
OATH OF PERSONAL REPRESENTATIVE'
COMMONWEALl'H OF PENNSYLVANIA' }' ss
COUNTY OF eWY\BEP)utN.D
'4:?~"~\~I:h;t'.!~~H~j~~.. ~-.~.
The petitioner(s) above-named swear(s) or afflrm(s) that the statementS in thc foregoing petition are
true and f;orrect to the best of the knowledge and belief of petitioner(s) and that as personal reprcsen-
tativo(s) of the above 'decec1ent ~tJtioner(l) wW and truly '. '~"OI~accol'41Dl to law.
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. Estate of ~t"br~--8.k:() ~ n:J
1>ECaEE OF PROBATE AND GRANT"Or'.LETTERs
, Deceased
'-'".""',' ;'
ANONO~ ~Lj, d :/1.tiI'.,~:thopetltlonOD
the reverse Slde hereof. satisfactory proof havms been pr~ented 1;)efo~,e;~~.:ii:;.;. '.
'. IT IS PECREED thai the instrument(s) dated. .. ~D -OJ "'/"':::"':."
. described therein be admitted to probate and rued of record as the last will of"..... .
rY\~ E~~T/~. ":"'.'
and Letters _~ ~,-!' . .
areherebU'antedto.' I~I ~'> ,TIN~" , ',' :.
,
FEES ~..."""
, rl l.v
. . Probate. ~etters, Etc. ......... $ . . . .'
::~~q.......... s .DC
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, ~$.' I
. '. TOTAL _ S
0;;h", C. (OS~J toulf'L- 3)0)
ATI'ORNBY(Sup. Ct. 1.0. No.)
Ie) y~j'li /tJ11tA r JI-
: . ADDRESS Cu v It.t--Lt /rl
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., . PHONE
I' Piled.. . . " . .~ . : . . . . . . . '. . . . . . . . . . . . . . . . . . ....
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H 105.805 REV 9/86
This is to certify ti1at the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be. forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fe,: for thi~ cerrificate, $2.00
No.
l~'_~. \-~&.~
Local Registrar
p
7577972
JUL 1 3 2001
Date
~
)
H105.143R.....2181
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NT
~HT
'K
NAME OF DECEDENT (flrsl. MtdOle. last
I. Mary Ellen Keating
AGE (last SontIdey) UNOE':A, YEAR UNClER 1 DAY
71 Month. DayS HourI:;........
Vn.
SEX
J. Female
STATE FILE ~UM8ER
SOCiAl SECURITY NUMBER
c~\
Cumberland
BIRTHPLACE (C.ty and PlACE OF DeRH tCt>eck 0f'\Iy I)t'e -- ....'''!lruC!o()OS on orf'\ef .,.,
Slate 01 FCI"9f1 Country) HOSPIlAt.;
Washington D. C. '...,.... 0
7. ...
FACfl/T'( NAME fll not In5f>f\jllOl". gIVe "'eef ancJ roumberr
.. 578 - 42
5.
CQUNT'Y OF OERH
="",0
...
Ie,
Carlisle
DECEDENT'S USUAl OCCUPATK>N
(~~~~:o~a::;zt:)'
".. Ad 'unct Professor ".. College
DECEOENT'S MAtLING ,t.()()RESS 1St'..., CitylTown. Sta. Zip COdeI DECEDENT'S
300 W. Willow St. ~~.:..cE
1$ee.".,n.c1tOnl
Carlisle PA 17013 on__
KIND OF BUSINESS/INOUSTRY
~"'RlTA.l STATUS - M....-..d
N.....,M.rried. W~.
0Mwc4Id (Speclfyl
Married
White
SURVIVING SPOuSE
(It """-. OIW IfIk1W1 nwne,
William J. Keatin
_.
,..
MrHER'S NAMe lFir.. Mickle. l~.l
10. William B. O'Connell
INFoo"WJ'I""'''E (T 'Il>Oif<"") .
. Wl .Llam .J. Keatlng
17b. Cou"
Carlisle
citylboro
METHOD OF OtSPOseT~
O ...... 0 c,....,,,., 0
Oon.tiorl Ot'*" (Specify
11..
SIGN
R~"omStat.O
{ :
..
WERE AUTOPSY FINOtNGS
A\tIUV.8lE PRIOR 10
COMPLEllON OF CAUSE
OF DEATH?
DUE 10 (OR AS A CONSEOUENCE OF):
c.
H,
I Approximate
: intWY1lI betwMn
1000000anddINItt
I
:
PART": Othltr.ignincanc~~inglOcs..th.buf
noc rftUttingfr\tM ~ ClUM gMn in PART I
AJC"Vl_ g..... ...//
DuE 10 lOR AS A CONSEOUENCE Of):
DUE 10 (CIA AS A CONSEQUENCE OF):
MANNER OF DEATH
HMUf,I
!;3"
o
o
OAre OF INJURY
IMonIh. o..y. Year)
TIMe OF INJURY
INJURY IJ WOAI(?
DESCRIBe HOw INJURY OCCURRED.
HomiCiOt
o
o
o PlACE OF INJURY. AI ~.Ia"". str....l.ctory. offtce M.
buiIdIng...C.ISc>eotvI
....
Yoo 0 ...0
-.....
Pending InYestiglllion
No~
v.. 0
...0
-...
Could not be deremuned
-"ECleAL EXAMINER/CORONER
On tM basi, or examination and/or Investigation. in my opinion. death occurred at Ihe time, date, .nd pl.ce. .nd due to the cause(I' and
""nner..st.led.............,....,.............................. ............"............. ... ,..................
J1..
REGISTRAR'S SIGNATURE AND
o
0"'/
He. 21b.
CEll'TIFIEJIIIO'Ick oniy one}
-CERTIFYING PHYSICIAN IPhyw;.af\ Cf!l"IIIyI"9 caus. d dblh wt\erI M'iOther ph'f'sc.an has pronounceo <Seam ana comtlleted"em 231
To 1he tte.t ol",y know~. death oce~ due to the CaUM'S) and manner a. stated. . . . . . . . . .
...
.PfltONOUNCIHG AND CERTIFYING PHYStClAH fPhyscIoa" boIh P'onourcll'g oealh and Cerltl'fll'9lO cause of OfalN
To the ~t of"'y knowledg.., death oc:cutred at en. Itme. dat., and j)1.u, and due to 'fM cauM(a'and mannar.. s.ated..
o ....
lICENSE
~d I~\ 01
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.
dJl-DI- 79?
LAST WILL AND TEST AMENT OF MARY ELLEN KEATING
I, MARY ELLEN KEATING, of Carlisle, Cumberland County, Pennsylvania, do make, publish and
declare this as and for my last will and testament, hereby expressly revoking all wills and codicils made by
me heretofore, and dispose of my estate as follows:
ITEM I I direct the payment of my just debts and funeral expenses, including a suitable grave marker, as
soon as conveniently can be done following my decease.
ITEM II I direct that all state and federal transfer inheritance tax, estate tax, succession tax or any other
tax, including any interest, assessments or penalties thereon, that may become due and payable by virtue
of my death, or by virtue of the passing of any property either under my last will and testament, or in any
other manner, shall be paid by my estate, just as if such taxes were my debts, and no beneficiary shall be
required to payor refund any part thereof.
ITEM III The articles of household use in the home of my husband, WILLIAM 1. KEATING, and myself
are owned by the two ofus as tenants by the entirety, and I therefore make no disposition of the same
because upon my death, he will be the sole owner thereof by operation oflaw, if he survives me.
ITEM IV My tangible personal property (excluding money, securities and the like) and my motor
vehicles, together with all insurance relating thereto, I give and bequeath unto my husband, if he survives
me.
ITEM V All of the rest, residue and remainder of my estate of whatsoever nature and wheresoever
situate, I give, devise and bequeath unto my husband, WILLIAM 1. KEATING, if he survives me.
ITEM VI If my husband does not survive me or if we die in such a manner that the sequence of our
deaths cannot be determined, I bequeath my estate to our six children, share and share alike. In the event
that one or more of our children pre-decease me and are survived by children of their own, then the
parent's share shall be distributed among their own surviving children, per stirpes. If one or more of our
children predecease me and leave no children of their own, their bequest shall lapse and be distributed to
our children that survive me.
ITEM VII I nominate, constitute and appoint my husband, WILLIAM 1. KEATING, as executor of this
my last will and testament. If my husband is unable or unwilling to serve as executor, I appoint John C.
Oszustowicz, Esq. as executor. No executor shall be required to give bond.
A
In WITNESS WHEREOF, I have hereunto set my hand and seal this I () - day of September,
1997. Y7I " tit~A 1(' ~ . _
MARYEL'1:rnATING 1
Signed, sealed, published and declared by the above-named testatrix, MARY ELLEN KEATING, as and
for her last will and testament, in the presence of us, who at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as witnesses thereto.
~':e~~~~
of 113 ;.,J1 St-J Mf,~*,IJA /7o,S-
of Lo,3 ;;. ~ ,(.;t.
~tkl.",!- - - . Fl.,. I ?€)D?
We, MARY ELLEN KEATING, 'v u....I-t..f/llc-rp and OMIJ L-IhfAklA.,..I..v> ,thetestatrixand
the witnesses, being duly qualified, ackriowledge that Y ELLEN KEATING signed the foregoing
instrument as her last will and testament, and that the witnesses observed the signing. All of us
acknowledge that we signed freely and for the purposes expressed therein.
'IJ( (j~ ~/~. ~47;;'?-
~~ tJl1lMjJho
~d_~ ~>>r~,U~j~).
Sworn or affmned to before me by MARY ELLEN KEATING,
tJ4 (lv<", ,{,f( If,'v. ftf and D.',; J ( 1t1c.., "'~/ fe." this /t::>~, day
of September, 19 7,
~;;fJi~g~
. CARl""~""-
L MY COM_~~~~
f-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name ofDec.dent: _M~rj-8le.Y1 ~
Date of Death: -.Jubj 12/ 200 I
Will No. ZOo \ - (X:) -, g q
Admin. No.
2-1-()\ -o,qg
To the Register:
I certify that notice of (beneficial interest) estate admini~tration required by Rule 5.6(aho!~ Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~. 2>-J.. ZOO I :
~
Address
.billliam J ~
\.'W W. ~Ov\/ 6t CnvlisJ~ LJlOF3
.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
cr-'l...l-ol
)ji--rc/~
Signature
Naxne --.John r~ Os"ZLJ:JT>VVic.Z
Address Jad .s. Harover .st
Car- lisle., PA 17n/3
Telephone (17) ~ ~~ - '74.3 7
Capacity: _ Personal Representative
LCounsel for personal repre~entative
//-0 - J?
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
Reeot.:!...:
R(~!_;J
mATE
,ISESTATE OF
DATE OF DEATH
FILE NUMBER
P 1 obDNTY
ACN
01-29-2002
KEATING
07-12-2001
21 01-0799
CUMBERLAND
101
JOHN OSZUSTOWICZ
104 S HANOVER ST
CARLISLE
.02 FE8-1
'*
REV-15~7 EX AFP 112-101
MARY
E
Allount Rellitted
PA 17013 Clen<
ClImbb
F)/\
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 ~
REV=is,ri-ixAFP--fi'2-:o0Y-NCffici--OF-YNHiifiTAifci-i'A';rA-PPRjfisii'-ENT~--i.i:.i-oWANCi-(rR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEATING MARY E FILE NO. 21 01-0799 ACN 101 DATE 01-29-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
19.151.67
.00
.00
7 .411. 67
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
5,083.00
.00
(15) 21,480.34 X 00 =
(16) .00 X 045 =
(17) .00 X 12 =
(18) .00 X 15 =
(19)=
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
26,563.34
Ii.083 00
21,480.34
.00
21,480.34
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
v
STATUS REPORT UNDER RULE 6.12
Name of Decedent:~\\en I(e>Lrhn.9
Date of Death: -J.u..1~ J2, 2m I
Will No. 2001- Q(Y1Q9 Admin. No. 2/-01 ~D,q9
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes ~ No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of~formal or informal accounts may be filed with the
Cerk of thebrphans' Court and may be -tached to this report.
Date:~
- ,
-.J.o.hn r. OszuS+OWlcz
Name (Please type or print)
J.Q:j S. Hnnover st. Car I,'s Ie
Address
(1 n) It../ 3 - 7~37
Te 1. No.
(MAH:rmf/AM3)
Capacity: Personal Representative
X Counsel for personal
representative
'.
:
r!/
AGREEMENT TO INDEMNIFY, RECEIPT, AND RELEASE
TIllS AGREEMENT, by and among William 1. Keating Executor of the Estate of Mary
Ellen Keating Deceased, and William 1. Keating.
WHEREAS, Mary Ellen Keating died July 12, 2001, testate, a resident of Cumberland
County, Pennsylvania; and
WHEREAS, the Last Will and Testament of Mary Ellen Keating dated September 10,
1997, was duly probated in the Office of the n ...: V.l ~ of Cumberland County,
Pennsylvania as appears of record at Numbm} 1-0 1-079~opy of the Will is attached hereto
and marked Exhibit A); and . ~..:: -
WHEREAS, Letters Testamentary were issued to William J. Keating on August 28,2001;
and
WHEREAS, said Executor has duly administered the estate according to the laws of the
Commonwealth of Pennsylvania; and
WHEREAS, in Item IV and Item V of her Will, decedent directed Executor to disburse all
tangible personal property and the rest, residue and remainder of her estate of whatsoever nature
and wheresoever situate to William 1. Keating; and
WHEREAS, William 1. Keating has been furnished with a complete listing of the estate
assets, receipts and disbursements; and
WHEREAS, it is the desire of the parties to this Agreement that final distribution of this
estate be accomplished without a formal accounting to the Orphans' Court Division of the Court
of Common Pleas of Cumberland County, it being the desire of the parties to avoid the expense,
delay and publicity of a formal accounting.
NOW, THEREFORE, in consideration of the mutual promises, covenants and agreements
recited herein, the parties do agree as follows:
1. Beneficiary does hereby release and forever discharge Executor, from any and all liability
which he had or may have or which may from time to time arise in connection with his service
as Executor of the Estate of Mary Ellen Keating, Deceased, and hereby authorize and request
the Orphans' Court Division to charge the same against his share of said estate, and in
consideration for said distribution, hereby agree to refund any amounts so distributed which
".
:
may be required to fully discharge any tax liability of the estate, debts of the decedent, or
administration expenses.
2. The party to this Agreement acknowledges that this Agreement shall be indexed and recorded
in the estate proceedings and that the terms hereof shall be binding upon his respective heirs,
successors, executors, administrators and assigns.
This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania.
DATED this /).~ day of
JtCtvJ.
WI
LAST WILL AND TESTAMENT OF MARY ELLEN KEATING
I, MARY ELLEN KEATING, of Carlisle, Cumberland County, Pennsylvania, do make, publish and
declare this as and for my last will and testament, hereby expressly revoking all wills and codicils made by
me heretofore, and dispose of my estate as follows:
ITEM I I direct the payment of my just debts and funeral expenses, including a suitable grave marker, as
soon as conveniently can be done following my decease.
ITEM II I direct that all state and federal transfer inheritance tax, estate tax, succession tax or any other
tax, including any interest, assessments or penalties thereon, that may become due and payable by virtue
of my death, or by virtue of the passing of any property either under my last will and testament, or in any
other manner, shall be paid by my estate, just as if such taxes were my debts, and no beneficiary shall be
required to payor refund any part thereof.
ITEM ill The articles of household use in the home of my husband, WILLIAM J. KEATING, and myself
are owned by the two ofus as tenants by the entirety, and I therefore make no disposition of the same
because upon my death, he will be the sole owner thereofby operation of law, if he survives me.
ITEM IV My tangible personal property (excluding money, securities and the like) and my motor
vehicles, together with all insurance relating thereto, I give and bequeath unto my husband, if he survives
me.
ITEM V All of the rest, residue and remainder of my estate of whatsoever nature and wheresoever
situate, I give, devise and bequeath unto my husband, WILLIAM J. KEATING, if he survives me.
ITEM VI If my husband does not survive me or if we die in such a manner that the sequence of our
deaths cannot be determined, I bequeath my estate to our six children, share and share alike. In the event
that one or more of our children pre-decease me and are survived by children of their own, then the
parent's share shall be distributed among their own surviving children, per stirpes. If one or more of our
children predecease me and leave no children of their own, their bequest shall lapse and be distributed to
our children that survive me.
ITEM VII I nominate, constitute and appoint my husband, WILLIAM J. KEATING, as executor of this
my last will and testament. If my husband is unable or unwilling to serve as executor, I appoint John C.
Oszustowicz, Esq. as executor. NO'executor shall be required to give bond.
, tfi.
In WITNESS WHEREOF, I have hereunto set my hand and seal this / () - day of September,
YI/:::L l1t4A to-dLj
MARY N KEATING
1997.
Signed, sealed, published and declared by the above-named testatrix, MARY ELLEN KEATING, as and
for her last will and testament, in the presence of us, who at her request, in her presence and in the
.
..
presence of each other, have hereunto subscribed our names as witnesses thereto.
~~~:~\
of /13 /l1 J.L S:i I M f. J.hl~, (JA /70' ~
of/C.'3 Ii. ~a
Jelk-i4j - -.:. . 174. I ?()lJ?
We, MARYELLENKEATING, iv u..../~fl(MP and OM;J L. HlfAkl4....I...... ,thetestatrixand
the witnesses, being duly qualified, acknowledge that Y ELLEN KEATING signed the foregoing
instrument as her last will and testament, and that the witnesses observed the signing. All of us
acknowledge that we signed freely and for the purposes expressed therein.
YJl fi~ {/A<t< -;f:;d17<!;;-
~u.uit I Jf1~hO
~(~.. ~.>>r~IJ~j~-i
Sworn or affirmed to before me by MARY ELLEN KEATING,
, and this /tM;. day
of September, 1997.
sJj/~~
NotaJyPublic IIIBIA~. .
: CARliSLE
L MY COMMISSI~N' R . 1, 1