HomeMy WebLinkAbout02-0024"PETITION FOR PROBATE and GRANT OF LETTERS
EState of G~raldino w_ Roar No.
also known as To:
Deceased.
Social Security No. 2 01 --1 ~- ~ 81 ~
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut
in the last will of the above decedent, dated March 1 $
and codicil(s) dated
Register of for the
County of ~nmhorland
Commonwealth of Pennsylvania
in the
named
~mx 200
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumbor]anc] County, Pennsylvania, with
h er last family or principal residence at ThcrnwaZ~ Rcmc
--___. ~arliel~ D~ 1 7/31 q
=:~ ,,~,,u~ (list street, number ~d munmpahty)
D&endent,.the~5., 77 . ye~s of age, died Decembe~ 29' ~$Z 200~,
at ~ ~ ~)3/~ ~o ~ · ·
, E[cept as foltows,~ deg~d~nt dM not marry, w~ not ~vorced and d~d not have a child born or adopted
after esecution of.~jll~6f~ered for probate; was not the victim of a kil~ng and was never adjudicated
ificompetent: ' -' ~%
Dec~ndent at death own~d-~ffoperty with estimated values as follows:
(If domiciled ~n Pa.) ~ ?... = All personal property
(If not domiciled in_:~a~)C~ ~ Personal property in Pennsylvania
(If not domiCiled'ih ~EaT)~:d Personal property in County
V~ue of real~estae m Penns vama
situated as follows:"Re~Oe~ce
Carlisle, PA
WHEREFORE, Petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
· (testamentary; administration c.t.a.; administration d.b.h.c.t.a.)
theron.
Cig
~._o 223 Pine Rca~ 102 Hil!tcp Drive
17007
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH, Q.F, ~ENNSYLVANIA
COUNTY OF C~'MBER~A'ND -J~
The peUtmner(s) a~bove-named swear(s),or affirm(s) that the:statements in the foregoing petitibn are
· true and correct ~o ,th~ ~esLofthe~ knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the ab~6,ve ~t&edent'petifionev(s) will welLand tr31Y administer the estate according to law.
Sworn t° ~~and-~tbscfibdd ' /)~~t"'i'~' ~t~g../M." ~.
· before met t~ ':'~'~'~ "~, '~ ~.--~ ~/'-~~' ;:~'~ '- ~'
· ,,,,, .-,-~./'"~.~.~'~,.: ~ ,,,, ~,4~~ ~ ;_ . '- ~.
'. ----- '.--:- -. -L,,. - . :,'..: -_ .......... :-
Estate"of ' Geraldine W. B~ar , Deceased
DECREE .OF P~ROBATE AND GRANT OF LETTERS'
AND NOW ~-~-' ] ~'~"' 1~ 2 ~ 02 ?m consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me, .
IT IS DECREED that the instrument(s) dated March 1 5,. 2001
described therein be admitted to probate and filed of record as the last will o~
Geraldine w. ~r '
and Letters Testamcntary
are hereby granted to Arth,_,_r E. Ecar and Robez L D. -near
Probate, Letter~, Etc .......... $ I ~}'~0 ~~ ~~:,'~~ 8067
Shor~ Certificates( ~. ......... $ O ~[h 113 Fron[ SE.- ¢ :: ... . ·
'. ¢¢f $ ~.D() ~.~!~ng spr~s~ .. .........
~. '_ TOTAL *~,DD 71 7-258-6844
PHO~
105.805 REV 9/86
orl
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
or'af..fi~d I
me thi~ ~ day of
~~ Boil±ng
'codicil
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that he was present and saw
Gerald~na.W, m~ar ,
the testat r i x , sign the same and that h ~ signed as a witness at the
request of testat ri ~ in ~ presence and (in the presence of each other) (in the presence of the
other subscribing., Witness(es)).
swo~h ~6 ~u~riU~d U~ror~ - - (Na~
(Address) sprin~sr P~ 17007
(Name)
(Address) '
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber h~reto, (each) being duly qualified according to law, depose(s) and say(s) that
~ ~ f-F' familiar with the signature of C. or~ 1 cji no W: R~=~r ,
Codicil
testat ri ~r of (one of the subscribing witnesses to) the will presented herewith and
codicil
that he believes the signature on the will is in the handwriting of
Geraldine W. Bear
tO the best of knowledge and belief.
Sw6rn to or affirmed subscribed before . .
me this ~ day of _
(Address)
I7~o ?
LAST WILL AND TESTAMENT
OF
GERALDINE W. BEAR
I, GERALDINE W. BEAK, a resident of 871 Burnt House Road, carlisle,
Cumberland County, Pennsylvania being of sound mind, memory and understanding, do
hereby make, publish and declare this to be my Last Will and Testament, hereby revoking
all Wills and Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my last illness and
funeral expenses be paid as soon after my decease as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary estate all estate,
inheritance and like taxes together with any interest or penalty thereon imposed by the
government of the United States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all property required to be
included in my gross estate for estate, inheritance or like tax purposes by any of such
governments, whether the property passes under this Will or otherwise, excluding,
however, any property over which I have a taxable power of appointment, provided,
however, that no residuary beneficiary shall by reason of this provision be denied the
benefit of any deduction, credit, favorable rate of tax or other benefit which by law
enures to such beneficiary.
ITEM 3: If and in the event that my residuary estate, after payment of all taxes
and outstanding bills is valued at $45,000.00 or more, then and in such event, I give,
LAST WILL AND TESTAMENT
OF
GERALDINE W. BEAR
devise and bequeath the sum of Five Thousand Dollars ($5,000.00) each unto my three
(3) grandsons, as follows:
a. $5,000.00 unto my grandson, STEVEN BEAR, if he shall survive me and
is living sixty (60) days after the date of my death;
b. $5,000.00 unto my grandson, TROY BEAR, if he shall survive me and is
living sixty (60) days after the date of my death; and
c. $5,000.00 unto my grandson, CHAD BEAR, if he shall survive me and is
living sixty (60) days after the date of my death.
ITEM 4: I give, devise and bequeath all of the rest, residue and remainder of my
estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate
at the time of my death to the individuals s.e,t forth below, provided however, they survive
me and are living sixty (60) days after the date of my death.
a. 1/3 unto my son, ARTHUR E. BEAR;
b. 1/3 unto my son ROBERT D. BEAR;
c. 1/6 unto my granddaughter, JULIE PESSAGNO; and
d. 1/6 unto my granddaughter, BETH ANN SELLERS.
2
LAST WILL AND TESTAMENT
OF
GERALDINE W. BEAR
ITEM 5: If and in the event that a son or granddaughter of mine does not survive
me and is not living sixty (60) days at~er the date of my death, then and in such event, I
give, devise and bequeath the interest in my estate, which such deceased son or
granddaughter would have received, if living, to the issue of said deceased son or
granddaughter, per stirpes.
ITEM 6: I hereby nominate, constitute and appoint my sons, ARTHUR E. BEAR
and ROBERT D. BEAR, Co-Executors of this my Last Will and Testament, with full
power to do any and all things necessary for the complete administration of my estate,
and direct that no bond or other surety is required of them in this or any other jurisdiction
for their performance of this office.
ITEM 7: If any provision of this Will or of any Codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof
shall continue to be fully operative and effective, so far as is possible and reasonable.
IN WITNESS WHEREOF, I, GERALDINE W. BEAR, the Testatrix, have to this
my Last Will and Testament, typewritten on four (4) consecutively numbered pages,
subscribed my name and affixed my seal this /,6~'*'/3day of /9~.~ ,2001.
LAST WILL AND TESTAMENT
OF
GERALDINE W. BEAR
Signed, sealed, published and declared by the above named GERALDINE W. BEAR, as
and for her Last Will and Testament, in the presence of us, who have hereunto subscribed
our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of
each other.
4
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Geraldine W, Bear
Date of Death: December 29, 2001
Will No. 2002- 0024 Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate _administration required by Rule 5.6(a) of the Or, hans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on Apr i 1 17, 2002 :
Name Address
Steven E. Bear, 107 High St., Apt. 6, Boiling Springs, PA 17007
Troy M. Bear, '102 Hilltop Road, Boiling Springs, PA 17007
Chad D. Bear, 223 Pine Road, Mt. Holly Springs, PA 17065
Arthur E. Bear, 102 Hilltop Road, Boiling Springs, PA 17007
Robert D. Bear, 223 Pine Road, Mt. HollY Springs, PA 17065
Julie Pessagno, 2104 Foxfield Circle, Frederick, MD 21702
Bethanne Sellers, 6086 Pondview Drive, Birdsboro, PA 19508
None.
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Name Anthony L. DeLuca, Esquire
113 Front Street
Address P.O. Box 358
Boiling Springs, PA 17007
Telephone (71 7) 258-6844
Capacity: __
Personal Representative
X Counsel for personal representative
COMMONWEALTHOFpENNSYLVANiA I' REV=. .. I 500
DEPARTMENT OF REVENUE INHERITANCE TAX RETURN
DEPT. 280601
~HARRISBURG,.PA 17128-0601 REsiDENT DECEDENT~
OFFICIAL USE ONLY
F~E -~'U ~'a E"~'~-~-'
cou-~.~ cJ-~o~E-' ~'~?'
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bear, Geraldine W.
DATE OF DEATH (MM-DD-YEAR) t DATE OF BIRTH.(MM-DD-YEAR)
12/29/01 I 08/01/24
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE.INITIAL)
SOCIAL SECURITY NUMBER
201 - 1 8 - 881 8
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIALSECURITYNUMBER
[]1. Odginat Retum
[~4. Limited Estate . .
~--~6. Decedent Died Testate (Attach copy of Will)
[~]9. Litigation Proceeds Received
[~2. Supplemental Returfl -' '
[~] 4a. Future-Interest Compromise (date of death after 12-12-82)
[~ 7. Decedent Maintained a Living Trust (A~ch copy of Trust)
[~.10. spousal Poverty Credit (date of dealh be[ween 12-31-91 ~nd 1-1:95)
[~ 3. Remainder Reiui'n (date of death prior t0 12-13-82)
r~5. Federal Estate Tax Return Required.
~ 8. Total Number of Safe Deposit Boxes
E~11. Election to tax under Sec. 9113(A) (Attach Sch O)
NAME
Anthony L. DeLuca
FIRM NAME(,fApp,ic~e~.!thony L. DeLuca~
TELEPHONE NUMBER
717-258-6844
Esquire
COMPLETEMAILINGADDRESS
113 Front street
P.O. Box 358
Boiling Springs,
PA 17007
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnemhip or Sole-Proprietomhip- (3)
4. Mortgages & Notes Receivable (Schedule· D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
E~ Separate Billing Requested :
7. Inter-Vivos Transfers & Miscellaneous NomProbate Property (7) .'
(Schedule G or L)
8. Total Gross Asse~s (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Sch?dule H) (9) ·
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions !total Lines 9 & 10)
12. Net Value of Estate (Line ~ minus Line 11)
13.
14.
$130~000.00
--0--'
254 86 ~ :"''
OFFICIAL USE ONLY
-0-
(8)
17~912..79
.3,720.50
(11)
(12)
$~40,254.86
21,633.29
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Lipe 13)
11R;~21 .57
(13) - O-
(14) 118,621.57
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __ (15)
16. Amount of Line 14 taxable at lineal rate $1 1 8, 621 . 57 x .045 (16)
17. Amount of Line 14 taxable at sibling rate. . x .12 (17) .
18. Amount of Line 14 taxable at collateral rate x .15 . . (18)
19. Tax Due (19)
20. []
5,337.97
-0-
$5,337.97
~' Dec~dent'~~ complete Address:
STREETADDRESS United Church of Christ-Homes - Thornwald Home
442 Walnut Bottom-Road
c~R Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A~ Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable -.
-0-
ISTATE PA I ZIP 1 70:1;3
(1).
Total Credits (A + B + C ) (2)
D..In,!erest~ - O-
E. Penalty - 0-
. Total Interest/Penalty ( D + E ).
If.Line 2 is greater than Line 1 + Line 3, enter the difference..This is the OVERPAYMENT.`· Check box on Page 1 Line 20to request a refund
(3)
(4)
5. · If Line 1 + Line 3 is greater than Line 2 enter the difference. This is the TAX DUE..
(5)
A. Enter the interest on the tax due.
~,337.97
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. '(5B)
· -MakeCheck PaYable 'to: REGISTER OF WILLS, AGENT
5,33797
5~337o97
5,337..9.7
PLEASE ANSWER THE FOLLOWING QUESTIONS. BY PLACING' AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes . No
a. retain the use or income of the propertY, transferred .......................................................................................... [] ' []
b.' retain the right to designate who shall use the property transferred or its income; .: ................................. i.i ...... · [].' . []
~:. retain a reversionary interest; or . . ................ : ...................... ...: .......... : ........ :.- [] . - · .r~ ·
.. d. receive the promise for life of either payments, benefits or care? ............................. :., ............ ............... '... ...... i.-.'[~]- .[]
· 2. If death occurred after'December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? []
· 3. Did decedent own an "in trust for" or p~yable upon death bank account or secudty at his or her death? .............. [] ' [] .."
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property w.hich ' :.
contains a beneficiary designation? [] .'.
' IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS'pART OF' THE: RETURN.
Under penalties of perjury, I declare that I have examined this return, indudthg accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. · ' ' ·
SIG~A~,UP,,r~F Pj~,RSON. RESPONSIBLE FOR F LING RETURN ~ riG'. ~',,~ - ·
· . DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to. o~: for the use of the surviving spouse is 3%" ..
[72 P.S. {}9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of'the surviving spouse is 0% '[72 P.S. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets.and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The.tax rate imposed on the net value of transfers from a deceased,child twenty-one years of age or younger at death toor for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a!(1.2)].
The tax ~:ate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(i)]...
The tax rate imposed on the net value·of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3i]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV. 150! EX+ (7-83)
~: COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT ·
SCHEDULE ~"A"
REAL ESTATE
ESTATE OF FILE NUMBER
Geraldine W. Bear
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule "F") Ail real estate should be reported at fair market
value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being
compelled to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1: Residence at 871 Burnthouse Road, Carlisle, PA $130,000.00
TOTAL (Also enter on line 1, Recapitulation)
S130,000:00
(If more spoce is needed inserf odditionol sheers of some size.)
~EV.150~ EX+ (4-86i ~ ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
ESTATE OF
Ge]~a~d~,ne W. Bear
(All property ointly-owned with Right of Survivorship must be disclosed on Schedule F.)
VALUE AT DATE
ITEM DESCRIPTION OF DEATH
NUMBER
1. NONE - O-
TOTAL (Also enter on line 2, Recapitulation)
-0-
(If more space is needed, insert additional sheets of same size.)
REV-t'~04 EX+ 13-92J
·~ SCHEDULE C
CLOSELY HELD STOCK,
COMMONWE^LTH OF PENNSVLYAN'^ PARTNERSHIP AND PROPRIETORSHIP
INHERITANCERF~iDENT DECEDENTTA~ RETURN Please Print or Type
ESTATE OF FILE NUMBER
Geraldine W. Bear
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. NONE - 0-
· ' TOTAL (Also enter on line 3, Recapitulation) .$ -0-
(If more space is needed, insert additional sheel~ of same size.)
REV*1507 ~X+ (7.88)
COMMONWEALTH OF J~J:NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Please Print or Type
ESTATE OF FILE NUMBER
Geraldine W. Bear.
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
NONE
TOTAL (Also enter on line 4, Recapitulation)
-0-
-0-
(If more space is needed, insert additional sheets of same size.)
I~Ev.'i$08 EX~ (2-87} ~
COMMONW[:ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSi'rs AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
ESTATE OF FILE NUMBER
Geraldine W. Bear '-'
(All property ointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
Savings account, numbered 2673030140, at
M&T Bank, Boiling Springs, PA
Certificate of Deposit, numbered 68076-44, at
Members 1st Federal Credit Union, Carlisle, PA
TOTAL (Also enter on line 5, Recapitulation)
$4,162.66
6,092.20
(Attach additional 8~/~" x 11" sheets if more space is needed.)
REV. 1509 EX+ (12-88)
COMMONWEAltH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F '
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Geraldine W. Bear
Joint tenant(s):
NAME' ADDRESS RELATIONSHIP TO DECEDENT
A.
Bo
Co
NONE
Jointly-owned property:
LEI'I'ER J
ITEM FOR DATE
NUMBER JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
1.
TOTAL (Also enter on line 6, Recapitulation) $ -. - 0-
(If more space is needed insert additional sheets of same size)
EV-1511 EX+ 47.88}
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or Type
ESTATE OF j FILE NUMBER
Geraldine W. Bear .
ITEM
NUMBER DESCRIPTION AMOUNT
Ae
C.
2.
3.
4.
5.
6.
7.
8.
Funeral, Expenses:
'Hollinger Funeral Home & Crematory,
501 North Baltimore Avenue
Mount Holly Springs, PA 17065
Inc.
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid 2 0 0 2
206-32-1 4'03
184-37~- 1159-
AttorneyFees Anthony L. DeLuca, Esquire
Family Exemption
Claimant
Address of Claimant at decedent's death
Street Address
Relationship
City
State __ Zip Code
Probate Fees
MiscellaneousExpenses:
Legal Advertising -
Legal Advertising -
Inheritance Tax
Cumberland Law Journal
The Sentinel
Return and Inventory
$6,629.00
3,305.00
3,305.00
4,200.00
267.00
75.00
106.79
25.00
TOTAL (Also enter on line 9, Recapitulation) : $ 1 7,91 2.7 9
(If more space is needed, insert additional sheets of same size.)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT'DECEDENT
ESTATE OF
Geraldine W. Bear
SCHEDULE "1"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
FILE NUMBER
ITEM
NUMBER
DESCRIPTION
PharMerica - Prescription bill
GPU Energy - electric
United Church of Christ Homes
Thornwald Home - Nursing Home
AMOUNT
$75~65
247.85
3,397.00
TOTAL (Also enter on line 10, Recapitulation) $ 3,720.50
LAST WILL AND TESTAM2ENT
OF
GERALDINE W. BEAR
I, GERALDi-h4-E W. BEAR, a resident of 871 Burnt House Road, Carlisle,
Cumberland County, Pennsylvania being of sound mind, memory and understanding, do
hereby make, puodsh and declare this to be my Last Will and Testament, hereby revo 'kinz
all Wills and Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my last illness and
funeral expenses be paid as soon after my decease as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary estate all estate,
inheritance and like taxes together with any interest or penalty thereon imposed by the
government of the United States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all property required to be
included in my gross estate for estate, inheritance or like tax purposes by any of such
governments, whether the property passes under this Will or otherwise, excluding,
however, any property over which I have a taxable power of appointment, provided,
however, that no residuary beneficiary shall .by reason of this pro~dsion be denied the
benefit of any deduction, credit, favorable rate of tax or other benefit which by law
enures to such,beneficiary·
ITEM 3: If and in the event that my residuary estate, after payment of all taxes
and outstanding bills is valu~d at $451000.00 o~ more, then and in such event, I give,
LAST WILL AND TESTAMENT
OF
GERALDINE W. BEAR
devise and bequeath the sum of Five Thousand Dollars ($5,000.00) each unto my three
(3) grandsons, as follows:
a. $5,000.00 unto my grandson, STEVEN BEAR, if he shall survive me and
is living sixty (60) days after the date of my death;
$5,000.00 unto my grandson, TROY BEAR, if he shall survive me and is
living sixty (60) days atSer the date of my death; and
$5,000.00 unto my grandson, C 'HAD BE?dR, if he shall survive me and is
living sixty (60) days aftei- the date of my death.
ITEM 4: I give, devise and bequeath all of the rest, residue and remainder of my
estate, real, personal and mixed, of whatsoever kind an~t nature, and wheresoever situate
at the time of my death to the individuals set forth below, provided however, they survive.
me and are living sixty (60) days after the date of my death.
a. 1/3 unto my son, ARTHUR E. BEAR;
1/3 unto my son ROBERT D. BEAR;
c. 1/6 unto my granddaughter, JULI-F. PESSAGNO; and
1/6 unto my granddaughter, BETH ANN SELLERS.
RALDIN W. BEAR
LAST WILL AND TESTA1VIENT
OF
GERALDINE W. BEAR
ITEM 5: If and in the event that a son or granddaughter of mine does not survive
me and is not living sixty (60) days after the date of my death, then and in such event, I
give, devise and bequeath the interest in my estate, which such deceased son or
granddaughter would have received, if living, to the issue of said deceased son or
granddaughter, per stirpes..
ITEM 6: I hereby nominate, constitute and appoint my sons, ARTHUR E. BEAR
and ROBERT D. BEAR, Co-Executors of this my Last Will and Testament, with full
power to do any and all things necessary for the complete administration of my estate,
and direct that no bond or other surety is required of them in this or any other jurisdiction
for their performance of this office.
ITEM 7' If any provision of this Will or of any Codicil hereto is held to be
inoperative, invalid, or illegal, it is my intention that all the remaining provisions thereof
shall continue to be fully operative and effective, so far as is possible and reasonable.
IN WITNESS WHEREOF, I, GERALDINE W. BEAR, the Testatrix, have to this
my Last Will and Testament, typewritten on four (4) consecutively numbered pages,
subscribed my name and affixed my seal 'this l-5~"~day of /9~ ,~ ,2001.
Signed, sealed, published and declared by the above named GERALDINE W. BEAR, as
and for her Last Will and Testament, in the presence of us, who have hereunto subscribed
our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of
each other.
~nventory of the real and personal estate of
Geraldine W. Bear
deceased
'Residence at 871Burnthguse Road, Carlisle, PA 17013
Savings account, numbered 2673030140, at M&T Bank,
Boiling Springs, PA 17007
Certificate of Deposit, numbered 68076-44 at Members
1st Federal Credit Union, Carlisle, PA 17013
CD
.... '77:, CO .-
130,00(.00
6,09;'' 20
.140,25(.86
COMMONWEALTH .OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Robert D. Bear and Arthur E. Bear
: are
being duly sworn according fo 'law, depOses'and says fhaf the/y
Geraldine W. Bear
Co-Executors of the Estate of
~ate of the Borouqh _o_f____C_.a_rl_kiale. , Cumberland County, Pa., deceased and'that the
-~.ithln is an inventory made by them , the said Co-Executors
of the enfire estate of said decedent, conslsflng of all the personal property and real estate, except real estate outside
fha Commonwealth of Pennsylvania, and fhaf the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn
and subscribed before me,
May 1 5, .~ 2002 .
~ MARJORIE A. DeLUCA, Nota~ Pubic
LMY Commission Expires Nov. 1, 20~3
',- - ~- '- ' December
29th
Date of DeSfh' ~'
Executor - Adm{nistretor
Robert D. Bear
3_.~Pin9 ~d., Mt. Holly Springs,
Arthur E. Bear
102 Hilltop Drive, Boiling Sprinqs,
Address
2001
PA
17065
PA
17007
Day
N~onth
INSTRUCTIONS
J. An ~nventory must be filed w;fh~n three months after appointment of personal representaHve.
L A supplement inventory must be tiled wifh;n thirty :days of discovery of add;tlonal assets.
3. Additional sheets may be attached as fo personaJty or realty
· -',. See Article IV, Fiduciaries Act of 1949.
O ~
0
0
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001222
DELUCA ANTHONY L ESQUIRE
P O BOX 358
113 FRONT STREET
BOILING SPRINGS, PA 17007
........ fold
ESTATE INFORMATION: SSN: 201-18-8818
FILE NUMBER: 2102-0024
DECEDENT NAME: BEAR GERALDINE W
DATE OF PAYMENT: 05/28/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/29/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,337.97
TOTAL AMOUNT PAID:
$5,337.97
REMARKS: ROBERTD BEAR&ARTHURE BEAR
C/O ANTHONY L D'ELUCA ESQUIRE
SEAL
CHECK# 509
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
CONNONWEALTH OF PENNSYLVANIA
BUREAU OF /ND DEPARTNENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRA/SEMENT, ALLONANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ANTHONY L DELUCA ESQ
115 FRONT ST
PO BOX 558
BOILING SPGS
'02 jUL -9 t. ttl :47
DATE 07-08-Z002
ESTATE OF BEAR
DATE OF DEATH 12-29-2001
FILE NUNBER 210Z-OOZq
COUNTY CUHBERLAND
ACN 101
GERALDINE W
Aeoun~ Rael~*ad I
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE*
CARLISLE, PA 17015
CUT ALONG THIS LINE I~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTICE OF /NHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF BEAR GERALDINE W FTLE NO. 21 02-002q ACN 101 DATE 07-08-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely Held S~ock/Par~nershAp In~eras~ (Schedule C) ($)
q. Mortgages/No,es RecaAvable (Schedule D) (q)
$. Cash/Bank DaposA*s/Misc. Personal Proper~y (Schedule E) ($)
6. Jointly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To,al Assa~s
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/AdB. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage LAabAIA~Aas/LAens (Schedule 1) (10)
11. To,al Deductions
12. Ne~ Value of Tax Ra~urn
150~000.00
.00
.00
.O0
10~25~.86
.00
.00
(8)
17,912.79
NOTE: To insure proper
credi~ ~o your accoun*,
subei~ ~ha upper pot*ion
of ~hAs fore wi~h your
~ax payment.
13.
NOTE:
Zq0,Z5q.86
$~720.50
(11) 21 .il-~ - 29
(12) 118,621.57
Chari~able/Govarneen~al Bequests; Non-elec*ed 911:5 Trus*s (Schedule J) (1:5)
Ne~ Value of Es~a~a Sub,ac* *o Tax (lq)
Zf an assessment ~as ~ssued previously, lanes 14, 15 and/or 16, :17,
reflect figures that /nclude the total of ALL returns assessed to date.
.00
118,621.57
18 and 19 w111
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REgUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
5,3:57.97
.00
.00
.00
5,:5:57.97
ASSESSHENT OF TAX:
15. Aaoun~ of LAne lq a* SpouSal ra~e
16. Aeoun~ of LAne lq *axable a~ LAneal/Class A ra~e
17. Aeoun~ of L/ne lq a~ SAbling ra~e
18. Amoun~ of L/ne lq ~axabla a~ Collateral/Class B ra*a
19. PrAncApal Tax Due
TAX CREDZTS:
PAYMENT RECEZPT DISCOUN[ (+J
DATE NUMBER INTEREST/PEN PAID (-)
05-28-2002 CD001222 .00
AMOUNT PAID
(1.;) .00 X O0 = .00
(16) 118,621.57 x Oq5 = 5,:5:57.97
(17) . O0 X 12 = . O0
(za) .00 x 15 = .00
(I9)= 5,:537.97
RESERVATION:
PURPOSE OF
NOT[CE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADH/N-
[STRATZVE
CORRECT/ONS:
DISCOUNT:
PENALTY:'
INTEREST:
Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z:5 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit mith your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF #ILLS, AGENT "
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refunder Pennsylvania Inheritance and Estate Tax" (REV-131:5). Applications are available at the Office
of the Register of Wills, any of the Z:5 Revenue District Offices, or by cal~ing the special 24-hour
answering service for forms ordering: 1-800-:562-2050; services for taxpayers mith special hearing and ! or'
speaking needs: 1-800-447-:5020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloaance of deddctions, or assessment
of tax (including discount or ]nterest).as shown on this Notice must objec~ within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue,.Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined et audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: .PA DePartment of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "instructions for inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
[f any tax dua is paid within three
the tax paid is allowed.
The 152 tax amnesty non-participation penalty is computed on. the total of the tax and interest assessed, and not
paid before January. 18, 1996, the first day after the end of the tax amnesty period. This non-p~rticipa~ion
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice. '.
interest is charged beginning with first day of delinquency, or nine (9) months.and one (1) day from the date of
death, to the date of payment. Taxes mhich became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January lj 1982 will bear interest*at a rate which will vary from calendar ypar to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 202 .000548 1992 92 .000247
1983 162 . 0004:58 , 199:5-1994 72 . 000192 '
1984 llZ . 000:501 1995-1998 97. . 000247
1985 13X . 000:556 , 1999 72 .000192
1986 102 .00027~, ' 2000 82 ' .000219
1987 92 . O002~,7 2001 92 , 000247
1988-1991 117. .000301 2002 62 .000164
--interest is calculated as follows:
INTEREST = BALANCE OF TAX uNpAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the data of the assessment. · If payment is made after the intarest computation date shown on the
Notice, additional interestmust be calculated.
STATICS REPORT UNDER RULE 6.12
NameofDecedent: Geraldine w_ Roar
Dme0fDcath: December 29, 2001
Will No.: 2002-00024
Admin, No.:
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 [] 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:
Did the personal representative file a final account with the Cou~t?
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 1~] No []
Date:
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
January
sig ,i e X,/ -
Capacity:
Anthony L, DeLuca~ E~qnira
Name.
113 Front Street., P.O. Box 358
Boiling Springs, PA 17007
Address
71 7-258-6844
Telephone No.
[-~ Personal Representative
[] Counsel for personal representative
JRD/June 30, 1992/17858
In Re: Estate of Geraldine W. Bear
Late of: Camp Hill Borough
Estate No.: 21-2002-0024
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2002-0024
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: Anthony L. Deluca, Esquire
Date of Decedent's Death: 12-29-2001
Date of Delinquency Notice: 11-04-2003
The undersigned Glenda Farner Strasbaugh, Register of Wills, in accordance with Rule
6.12; Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court
of Common Pleas of Cumberland County, that neither the above named personal representative
nor the above named counsel for the personal representative have filed with the Register of Wills
or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme
Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 11-04, 2003 and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the und.ersigned requests that a Court conduct a
heating to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 01-16-2004
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
Glenda Famer Strasbaugh, Register
A hearing is scheduled for~ 'Oat in Courtroom No. 3. ~ the Status Report is filed
prior to the hearing date, the hearing will automatically be ~/4~
/
Georg~e ~. H~ff~er, l~J. '*
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0~-1~1-80-S6~;~0[ ),d!eoel:l u~n3el:l op, seu~oQ LO0~ ]snl~nv ' ~ ~ LUJO-I Sd
~92 E02~ ~000'0~0~ E00~
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· noX o~, pJeo eql u~m, eJ ueo e~ leq~ os
es~e^e~ eq~, uo sseJppe pue eLUeU ~noX ),u!Jcl ·
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e~eldLUOO OSlV 'g pue '~ ' b SLU'e~,! e],eldLuoo ·
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WIllS, COUNTY OF CUlJ16ERl..M-lD , PENNSYLVANIA
Name of Decedent: BettyJ~H_er~h~y_
Date of Death:
12/21 /2QO~
File No.
21-04-00_24_
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the 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 Orphan's 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 Clerk of the Orphans' Court and may be attached to this report.
Date: 8/17/2005
."-t
N
C)
J _ 8, ?l.!/ILngeI
Name (Please type or print)
HI'lQrtb M~il1 $treej, SlJitg 20{)
Address
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LU.
C::l'.
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LL_ ;
c:: .:
Et."J
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Cham_bessbl.lrg
PA 17201
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C~'_~
.7~~L
(717)26_4-6029
Tel. No.
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4--.1
Capacity: Personal Representative
X Counsel for personal representative
~