HomeMy WebLinkAbout04-0293 Register of Wills of Dauphin County, Pennsylvama
PETITION FOR GRANT OF LETTERS
Estate of Evelyn A Klmmel .... ,4 ¢',~ ,.~...~ No
Roc
also known as Reg~t¢,~ ,"f Wills
Evelyn A K~mmel Deceased Social Secunty No 201-18-8417
'04 I'1~R 25 P.~ :40
BettyA Ottey ~ ~~ -~.
Petitioner(s) who ~s/are 18 years of age or older, apply0es) for
, r'. , _r Codr!
(COMPLETE "A" OR "B" BELOW ) L;terk- _, ,, , ,,, ~,
Ct(mberlar~d Co PA
] A Probate and Grant of Letters and aver that Pebboner(s) ~s/are the executnx named m the Last,Will of the
Decedent, dated 4/24/1980 and codicil(s) dated x_ .'" ·
Except as follows, Decedent d~d not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate, was not the wcbm of a kdhng and was never adjudicated mcapac~tatad
] (c t a, d b n c t a pendente lite, durante absenfia, durante m~nontate)
B
Grant
of
Letters
of
Administration
Pebboner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs
I Name Relationship Res,dence
(COMPLETE IN ALL CASES ) Attach additional sheets ~f necessary
Decedent was domiciled at death In Cumberland County, Pennsylvama, with his/her last family or pnnclpal
residence at 940 Walnut Bottom Road, Carhsle~ PA 17013
~ '-- / (l~st street number and mumc~palCy)
Decedent, then .101, years of age, d~ed March 14 ,2004 , at Manor Care Nurs~n,q Facd~ty
- ~ ~ (Locabon)
Decedent at death o',['ned prope,-ly w~th estimated values as follows
0f dom~cded ~ PA)' All personal property $ 800 00
. 0f not domiciled In PA) Personal property ~n Pennsylvania $
(If~n.6t._'d. om~c~le.d ~n PA) Personal property ~n County $
Value of real estate m Pennsylvania $
Total $ 800 00
Real Estate sduated as follows
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last W~ll and Codicil(s) presented w~th this Pebbon and the grant of letters ~n
the appropriate form to the undersigned
I Signature Typed or pnntad name and residence
~--~E:~ , ~ f(/.) .-¥')~ Betty A Ottey 526 Bosler Avenue, Lemoyne PA 17043
RW-7
ecordsd Offlc~ of
LAST ~Z~ A~D ~DS~/Lf'~:NT OF EVELYN A. ETt'4L~
~R 25 P3:40
I, Evelyn A. Kimmel, of 442 Bossler Avenue, Lemoyne, Cumberland
bllO~nlty~ P&nns~&vania, being of sound and dmsposing mind, memory and
understanding, do hereby make, publmsh and declare thms as and for my
last will and testament, hereby revokmng all other wills and codmcmls
heretofore made by me.
FIRST
I direct the payment of my debts and expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done.
I direct that I be interred at the Barrens Church Cemetery mn York County,
Pennsylvania.
SECOND
I give and bequeath all the rest, residue, and remainder of my
estate, of whatever nature and wherever situated, in equal shares as follows:
one-half (1/2) of my estate unto my daughter, Betty A. Ottey, 526 Bosler
Avenue, Lemoyne, Pennsylvanma; and one-half (1/2) of my estate unto my
grandson, David R. Ottey, 345 Hazelwood Street, Ann Arbor, Michigan.
If either of the persons named in paragraph Second shall be deceased at the
time of my death, said share is to lapse.
THIRD
I appoint as Executrix of my last will and testament, my daughter,
Betty A. Ottey. If for any reason she shall faml to qualify or cease
to act as such during the adminmstratmon of my estate, I appoint as
substituted Executor my grandson, Davzd R. Ottey, wmth the same powers
and duties as if originally appointed. I direct that no bond shall
be required to either Executor named in this will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~ day of ~ , 1980.
~z~.~ ~ ~~ (SEAL)
'- Evelv~ 'A. l~.~7m{e]~ ' ~
Signed, sealed, publmshed and declared by Evelyn A. Kimmel, Testatrix
above named, as and for her last wmll and testament, wrmtten on two (2)
sheets of paper, in our presence, who, in her presence, at her request
and in the presence of each other, have hereunto subscribed our names as
attestzng witnesses.
~z-z~ ~~ ~~ / ~ Address / ~ ~' ~3-~.~ ~ / ~L~ ~ ~/~.
-2-
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND :
We, Evelyn A. Klmmel, ~ ~7' ~/~Z~Y and
~z~'v~F~/d ~ ~'~' ' the/TestatV~l~ and witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned
authority, that the Testatrix signed and executed the instrument as her
last will and that she signed willingly, and that she executed it as
her free and voluntary act for the purposes therein expressed, and that
each of the witnesses in the presence and hearing of the Testatrix,
signed the will as a witness and that to the best of their knowledge,
the Testatrix was at that time eighteen years of age or older, of sound
mind and under no constraints or undue influence.
-] ~ ~ (SEAL)
Evelyn [~/ ~lmmel' ' /
Subscribed, sworn to and acknowledged before me by Evelyn A. Kzmmel,
the Testatrix, and subscribed and sworn to before me by ~
and~~, witnesses, on ~
, 1980.
Notary
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Evelyn A. Kimmel
Date of Death: 3/14/2004
Will No. Admin. No. 2004-00293
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 4/5/2004 ·
Name Address
Betty A. Ottey 526 Bosler Avenue, Lemoyne, PA 17043
David R. Ottey 442 Bosler Avnnue, Lemoyne, PA 17043
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date: 4/5/2004
Signature /
Name: Stephen J. Ho_ag. Esouire
Address: 19 S. Hanover Street, Ste. 101
Carlisle PA 17013
Telephone(717) 2452698
Capacity: Personal Representative
X Counsel for Personal
? Representative
Estate of Evelyn A. Kimmel
INVENTORY
Estate of Evelyn A. Kimmel No. 21 04 0293
also known as Date of Death 3/14/2004
, Deceased Social Security No. 201188417
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Stephen J. Hog,q, Esquire Betty A. Ottey
hD. No.: 36812
Address: 19 S. Hanover Street, Ste. 101 Dated
Carlisle PA 17013
Telephone: 717 245-2698
Description Value
Met Life Stock - 22 Shares at $33.745 per share 742.39
Refund of Service Charge for M&T Checking Account 16.00
Number 9836672692
Dividend Chck from Met Life
PNC Checking Account at 50% of value of $1,713.96
Jointly owned with Betty Ottey
Account No.: 5140034379
Total
1,625.49
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
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REV-15,00 EX ~'
REV-1500 OFRClAL USE ONLY
OEPARTMENT OF REVENUE INHERITANCE TAX RETURN 'LE.U.BER
DEPT. 280601
'ARRISBUR ,PA17128-060 RESIDENT DECEDENT 2 1-0 4 0 2 9 3
DECEDENT'S NAME {LAST, FIRST, AND MIDDLE INITIAL
I- SOCIAL SECURITY NUMBER
Z ~n A
LU DATE OF DEATH (MM-DD-Year) '-J' 2 0 1 - 1 8 - 8 4 1 7
/'"1 DATE OF BIRTH (MM-DD-Year) '-'---------
U.I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
O 03/14/2004 02/25/1903 REGISTER OF WILLS
/'1 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
U.I
X: ~, ~ [] 1. Original Retum [] 2. Supplemental Retum E~ 3. Remainder Return (date of death prior~ 12-13-82)
O a.-- E~ 4. Limited Estate
"' o ~o E~] 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required
"' "'~ E~] 6. Decedent Died Testate (Attach cop¥ of Will)
o [ m J-'-] 7. Decedent Maintained a Living Trust (^~ch copy of Trust) ~ 8. Total Number of Safe Deposit Boxes
< F-/9. L~t~gat~on Proceeds Received I--I 10. Spousa~ Poverty Credit <,at. o~,,,~, ~e~w~,, ~-~.,~ ~,,~.~.,,~ ~ 1~. E~ectio, to tax under Sec. 9113(A)~c~ ~, o;
I-
z NAME
"' COMPLETE MAILING ADDRESS
z Stephen J. Hog.q, Esquire
o ' ' 19 South Hanover Street
a. FIRM NAME (If Applicable)
~r~
U.I
"' Suite 101
o TELEPHONE NUMBER
7(ZiD_ 5-2696
1. Real Estate (Schedule A) (1) OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) 742.3~
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ~ .O~c.) "='
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
Z (Schedule E) (5) 26.1
O 6. Jointly Owned Property (Schedule F)
,._ (6) 656.
,,~ ["-1 Separate Billing Requested
7.Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8) 1,625.49
9. Funeral Expenses & Administrative Cos~ (Schedule H) (9) 1,609.49
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 16.00
11. Total Deductions (total Lines 9 & 10) (11) 1 ~625.40
12. Net Value of Estate (Line 8 minus Line 11) (12) O. O0
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J) (13) .
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14) 0.00
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers underSec. 9116 (a)(1.2) X . (15)
16. Amount of Line14 taxable at lineal rate 0.00 X ;045 (16) 0.00
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 Bue
20. ~ ' e ,- ' e '' ~ e , e .., (19) 0.00
Decedent's Complete Address:
fSTREET ADDRESS 940 Walnut Bottom Road ~ --------
z~P 17013
C~TY Carlisle
Tax Payments and Credits: (1) 0.00
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount Total Credits ( A + B + C ) (2)
3. InterestJPenalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E ) (3)
4. ff Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 0.00
Check box on Page I Line 20 to request a refund 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
(5A)
A. Enter the interest on the tax due. 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Yes No
1. Did decedent make a transfer and: [] []
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; ........................................ [] []
c. retain a reversionary interest; or ...................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? .............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adeq, uate consideration? ............................................................................................... [] []
3. Did decedent own an in trust for or payable upon death bank account or security at his or her death? ................. [] []
4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which [] []
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.
. r that have examined this retum including accompanyingscheduesandstaternents~andfothebest~fm¥kn~w~edgeandbe~ief'itistrue~c~rrectandc~mp~ete.
Under penalties of perjur~',. I d.e. cla .e. ........ t~;,,,:, i. h~.d on a I information of which preparer has any knowied§e.
Declaration of preparer omer man me persona repf~, ................ DATE
PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS 526 Bosler A~e PA 17043
~ DATE ,
SI PRESENTATIVE ~
~r-~et PA 17013
Carlisle_~.~L.~
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 or 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 affer 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 to or 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 rate 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)(1)].
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)(1.3)]. 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~ 1503'EX + (6-96)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FlEE NUMBER
Kimmel, Evelyn A 21 04
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Met Life Stock- 22 Shares at $33.745 per share (per share price based on mean of 742.39
adjusted closing prices on 3/12/04 and 3/15/04)
TOTAL (Also enter on line 2, Recapitulation) $ 742.39
(If mom space is needed, insert additional sheets of the same size)
REV,-1508°EX + (6-98)
~ SCHEDULE E
BANK
&
MISC.
COMMONWEALTH OF PENNSYLVANIA ~,~'~)1'1 ! L)I-~'~U~)~!
,NHER,TANOE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Kimmel, Evelyn A 21 Q4
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1, Refund of Service Charge for M&T Checking Account Number 9836672692 16.00
2. Dividend Check from Met Life issued 11/05/04 10.12
TOTAL (Also enter on line 5, Recapitulation) $ 26.12
(if more space is needed, insert additional sheets of the same size)
REV,-1509°Ex + (6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY'OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Kimmel, Evelyn A 21 04 0295
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Betty Ottey 526 Bosler Ave Daughter
Lemoyne, PA 17043
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATrACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1. A. 10/7/91 PNC Checking Account No. 5140034379 1,713.96 50. 856.9~
TOTAL (Aisc enter on line 6, Recapitulation) $
856.9~
(If more space is needed, insert additional sheets of the same size}
REV-1511°EX + (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FlEE NUMBER
Kimmell E~v~lyn A 21 04 0~9;~
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Obituary 42.40
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) Betty A. Ottey 598.49
Social Secudty Number(s)/EIN Number of Personal Representative(s)
Street Address 526 Bosler Avenue
City Lemoyne State PA Zip 17043
Year(s) Commission Paid:
2. AttomeyFees Stephen J. Hogg 598.49
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 40.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
8. Short Certificate 3.00
9. Advertising
Carlisle Sentinel 102.11
Cumberland Law Journal 75.00
10. Inheritance Tax Return Filing Fee (Est.) 25.00
11. Filing Fee (Est.) 125.00
TOTAL (Also enter on line 9, Recapitulation) $ 1,609.49
(if more space is needed, insert additional sheets of the same size)
REV~1512 ~X + (6-98)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OFDECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
Kimmel, Evelyn A 21 04 0293
Include unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. PA Department of Public Welfare 0.00
Medical Assistance Claim (amount acutally paid out of total debt of $152,936.59)
2. Service Charges for M&T Bank Checking Account Number 9836672692 16.00
As of 9/9/04
TOTAL (Also enter on line 10, Recapitulation) $ 16.00
(if more space is needed, insert additional sheets of the same size)
REV-1513 E~,+ (9-nn~
' SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Kimm~l, -'v(~lyn A 21 04 0293
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
]. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a)(1.2)]
1. Betty A. Ottey Daughter 50
2. David R. Ottey Grandson 50
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
...
IN RE:
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
PENNSYLVANIA
ESTATE OF
EVELYN A. KIMMEL
ORPHAN'S COURT DIVISION
NO: 21 04-0293
PETITION FOR SETTLEMENT OF AN ESTATE
UNDER $25.000 UNDER ~3531 OF THE
PROBATE. ESTATES AND FIDUCIARIES CODE
The Petition of Betty A. attey, Executrix of the above entitled
estate, respectfully represents:
1. Decedent is Evelyn A. Kimmel, who died March 14,2004 while
a resident at 940 Walnut Bottom Road, Carlisle, Cumberland
County, Pennsylvania;
2. Petitioner is Betty A. attey, Executrix of the Estate of Evelyn A.
Kimmel, having been appointed Executrix by Will dated April 24,
1980, see attached;
3. Decedent died testate with letters testamentary being gr~nted ~Ol
Betty attey on March 26, 2004 by the Deputy Register of Wills .
of and for Cumberland County, Pennsylvania with the
advertisement of the grant of letters being on April 16, 2004;
{ ..1
C
4. The following persons are entitled to share in the decedent's
estate under the Will or Intestate Laws:
a. Betty A. atley, Executrix, Will
b.
David R. atley, Beneficiary, Will
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
The above have not received or retained any property of the
Decedent by payment of wages under 93101 of the Probate,
Estates and Fiduciaries Code;
5. The Decedent's estate on her date of death was comprised of
the following:
22 Shares of Met Life Stock at 33.745 $ 742.39
per share
PNC Bank Checking Account- Jointly Owned $ 856.98
With Betty Ottey
Refund of M& T Bank Service Charge $ 16.00
Dividend Check from Met Life $ 10.12
Fiduciary Income from Sale of Met Life Stock $ 127.95
TOTAL GROSS ASSETS
$1,753.44
6. Disbursements made on the decedent's account prior to the
filing of this petition include:
EXPENSES AND DISBURSEMENTS
M& T Bank Service Charge
$ 16.00
ADMINISTRATIVE EXPENSES
Obituary
$ 42.40
$ 598.49
$ 598.49
$ 40.00
Attorney fees to Stephen J. Hogg, Esquire
Personal Representative's Commission
Probate fees
Original Inventory and Inheritance Tax
Return Filing Fee
$
20.00
LAW OFFICES OF
STEPHEN J. HOGG
19 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
Advertising:
Cumberland County Law Journal
The Sentinel
$ 75.00
$ 102.11
$ 1,492.49
TOTAL EXPENSES AND DISBURSEMENTS
7. The following are outstanding debts owed by the estate:
PA Department of Public Welfare Medical
Assistance Claim
$152,936.59
8. A Pennsylvania Inheritance Tax Return was filed with the
Cumberland County Register of Wills on December 14, 2004
with said return showing the estate was insolvent with no net
value subject to inheritance tax;
9. Ten days written notice of intention to present this petition to the
Cumberland County Orphan's Court has been given to every
unpaid beneficiary, heir or claimant who has not joined in the
petition or consented thereto; and
10. There is no net value to the estate available for distribution and
therefore the Petitioner as the Executrp< should be discharged.
Dale: ?J(J f.' if? ,~
Stephen J. H
Personal Re entative for the
Estate of Evelyn A. Kimmel
Betty Ottey, Executrix
...
IN RE:
:IN THE COURT OF COMMON PLEAS
:OF CUMBERLAND COUNTY,
:PENNSYLVANIA
ESTATE OF
EVELYN A. KIMMEL
ORPHAN'S COURT DIVISION
NO.21 04-0293
NOTICE OF INTENT TO FILE A PETITION
FOR SETTLEMENT OF SMALL EST ATE
Please be advised that the Executrix in the above captioned
estate intends to file the attached petition to settle the above estate
which is insolvent and has no net assets available for payment in any
amount to any creditors.
Date:
"-
/
~
//
/ i/
.. .-"'/ -.
/",/ -~.. ~
/../',/ .'
. t(' ..(/
/ /
Stephen J. Hef~9, Esquire
Personal Representative for
Executrix for the Estate
Of Evelyn A. Kimmel
\'1\,1>:( :> Ii
STEPHEN J. HOeC
I') S II\\()\IR SIRLlI
S\ III 1III
( \1,1.I\ll..I',\ \-Iil.~
, 'rl'
. ,.t~,J(
.~,:,\~~~
LAST WILL AND TESTAMENT OF EVELYN A. KIMMEL
I, Evelyn A. Kimmel, of 442 Bossler Avenue, Lemoyne, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and for my
last will and testament, hereby revoking all other wills and codicils
heretofore made by me.
FIRST
I direct the payment of my debts and expenses of my last illness and
funeral from my estate as soon after my death as conveniently may be done.
I direct that I be interred at the Barrens Church Cemetery in York County,
Pennsylvania.
SECOND
I give and bequeath all the rest, residue, and remainder of my
estate, of whatever nature and wherever situated, in equal shares as follows:
one-half (1/2) of my estate unto my daughter, Betty A. Ottey, 526 Bosler
Avenue, Lemoyne, Pennsylvania; and ore-half (1/2) of my estate unto my
,-
grandson, David R. Ottey, 345 Hazelwood Street. Ann Arbor. Michigan.
If either of the persons named in paragraph Second shall be deceased at the
time of my death, said share is to lap~e.
THIRD
I appoint as Executrix of my last will and testament. my daughter.
Betty A. Ottey. If for any reason she shall fail to qualify or cease
to act as such during the administration of my estate, I appoint as
substituted Executor my grandson, David R. Ottey, with the same powers
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and duties as if originally appointed.
I direct that no bond shall
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be required to either Executor named in this will.
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IN WITNESS WHEREOF, I have hereunto set my hand and seal this
cJ1t1; day of O~
tI
, 1980.
&>.tx.tr> q .rr~-f; (SEAL)
Evel!j A. Kimme
Signed, sealed, published and declared by Evelyn A. Kimmel! Testatrix
above named, as and for her last will and testament, written on two (2)
sheets of paper, in our presence, who, in her presence, at her request
and in the presence of each other, have hereunto subscribed our names as
attesting witnesses.
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COMMONWEALTH OF PENNSYLVANIA
SS:
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COUNTY OF CUMBERLAND
We, Evelyn A. Kimmel, (l,~ (). f '~
17,';/.~~,y<.~/Ii. .4:J<l/filr. ,the Testat IX and witnesses,
respectively, whose names. are signed to the attached or foregoing
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and
instrument, being first duly sworn, do hereby declare to the undersigned
authority, that the Testatrix signed and executed the instrument as her
last will and that she signed willingly, and that she executed it as
her free and voluntary act for the purposes therein expressed, and that
each of the witnesses in the presence and hearing of the Testatrix,
signed the will as a witness and that to the best of their knowledge,
the Testatrix was at that time eighteen years of age or older, of sound
mind and under no constraints or undue influence.
EI1.J(),~ q tc:~ (SEAL)
Evelyn ~ immel'
Ch,re a ifr;d-of
77JMI/~ ~ ~
Subscribed, sworn to and acknowledged before me by Evelyn A. Kimmel,
and7rJD.'~~ '
witnesses, on
before ~e by ~~/;. K~
/l~;2'1 , 1980.
the Testatrix, and subscribed and sworn to
~~
Notary Pub c
~~~
My commission expires:
/ -,:1- tf" '/
. ,.~.' ~~;~:li;i'
Estate of Evelyn A. Kimmel
I NVENTO.RY
Estate of Evelyn A. Kimmel
No.21 04 0293
Date of Death 3/14/2004
Social Security No. 201188417
also known as
. Deceased
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. INJe
verify that the statements made in this inventory are true and correct. INJe understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities.
Personal Representative:
Name of
Attomey: Stephen J. Ho~m, Esquire
1.0. No.: 36812
Betty A. Ottey
Dated
Address: 19 S. Hanover Street, Ste. 101
Carlisle
PA 17013
Telephone: 717 245-2698
Description
Met Life Stock - 22 Shares at $33.745 per share
Value
Refund of Service Charge for M& T Checking Account
Number 9836672692
Dividend Chck from Met Life
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000
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$
PNC Checking Account at 50% of value of $1,713.96
Jointly owned with Betty Ottey
Account No.: 5140034379
Total
(Attach Additional Sheets if necessary)
742.39
16.00
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1,625.49
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
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PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
STATE OF PENNSYLVANIA:
ss.
COUNTY OF CUMBERLAND :
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
V1Z:
APRIL 16,23,30,2004
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
Kimmel. Evelyn A.. dee'd.
Late of Carlisle.
Administratrix: Betty A Ottey, 526
Bosler Avenue, Lemoyne. PA
17043.
Attomey: Stephen J. Hogg. Es-
quire, 19 S. Hanover Street, Suite
101, Carlisle. PA 17013.
AND SUBSCRIBED before me this
30 day of APRIL 2004
N SEAL
LOIS E. SNYDER, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires March 5, 2005
"
PROOF OF PUBLICATION
State of pennsylvania, county of cumberland
Tammy Shoemaker, Customer Care Sales manager, of The Sentinel, of the County and
State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper
of general circulation in the Borough of Carlisle, County and State aforesaid, was
established December 13th, 1881, since which date THE SENTINEL has been regularly
issued in said County, and that the printed notice or publication attached hereto is
exactly the same as was printed and published in the regular editions and issues of
THE SENTINEL on the following date(s):
April 15, 22, 29, 2004
COPY OF NOTICE OF PUBLICATION
NOTICE OF
, ADMINISTRATION !
Letters of Administration ~
on the Estate of EVELYN
A. KIMMEL, late of ;
Cumberland County, i
Carlisle. PA. deceased,
have been granted to .
the undersigned. '
All persons knowing
themselves to be
indebted to said Estate,
will make payment i\
immediatelY'. and those
having claims will
present them for
settlement to:
; Betty A. Ottey
526 Bosler Avenue
Lemoyne. PA 17043
Orto:
Stephen J. Hogg, Esquire
19 S. Hanover Street.
Suite 101
Carlisle. PA 17013
Affiant further deposes that hel she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and character of
publication are true. ~.1
~OJM\\M-I~ ,~
Sworn to and subscribed before me this
30th day of April, 2004
My commission expires:
/-/0-05
NO'fA"'IAL S!Al
JACQUEUNE M. WORLEY, Notary PubDc
Carlisle, Cumbertand County
My Commissioo Expires Jan. 10, 2005
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO. Boll.280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AW.OW~CE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
STEPHEN J HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-21-2005
KIMMEL
03-14-2004
21 04-0293
CUMBERLAND
101
w.
REY-1547 EX AF, llZ-D4l
EVELYN
A
Allount Rellitted
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 :rAl"'.Eit.AFir.(or--6!'rNor.lcE.oF.iNHER.ITAt.;cE.TA'x.i,P'PRA.ise',-iNT:..iCrd'wAN.ce.o'R.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KIMMEL EVELYN A FILE NO. 21 04-0293 ACN 101 DATE 02-21-2005
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. 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
742.39
.00
.00
26.12
856.98
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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)
nO)
1,609.49
16.00
(11)
(12)
(13)
(14)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this form with your
tax payment.
1,625.49
1.625 49
.00
.00
.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 ::
.00 X 045::
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
TAX CREDITS:
".,~... ..~~~... . l"J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
M IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLEC1ED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUa:(17AXiS~'
INHERITANCE TAX DIVISION-i';
PO BOX 280601 .... .
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP 112-041
F\ r'-.
"_" v
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-21-2005
KIMMEL
03-14-2004
21 04-0293
CUMBERLAND
101
EVELYN
A
f",;':G"--)-\ < <..: i .
STEPHEN rJ"HOGGES-Q .,
STE 101
19 S HANOVER ST
CARLISLE PA 17013
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Ri:-":rA'Ii"1-~x-AFFr-r~1-:6J'--Noi'-ic~--d'F-rNH~RYflii'cE-TAX-A-PPRAfs~MEN'~--ALtowlNCE-oR-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KIMMEL EVELYN A FILE NO. 21 04-0293 ACN 101 DATE 02-21-2005
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
742.39
.00
.00
26.12
856.98
.00
(8)
NOTE: To insure proper
credit to your accountl
sub.it the upper portion
of this forll with your
tax pay.ent.
11625.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
11609.49
16.00
(11)
(2)
(3)
(4)
1.625 49
.00
.00
.00
US) .00 X 00 =
(6) .00 X 045 =
un .00 X 12 =
(8) .00 X 15 =
(9)=
~
TAX CREDITS:
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
"\
lC. _'--__=
MAR 1 4 2005~
INRE: ESTATE OF NANCY A.
PATTERSON, deceased
IN rHE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PA
NO. 21-04-0401
ORPHANS' COURT DIVISION
ORDER
AND NOW, this If' day of
/'I?~
, 2005, upon consideration
of the Petition for Modification of Estate Distribution Provisions Under Last Will, it is
ORDERED that Peter 1. Ressler, Executor, shall pay the adoptive parents of the animals of the
Decedent the sum of Two Thousand Seven Hundred Twenty-Five ($2,725.00) Dollars for each
animal adopted in full satisfaction of the Trust established for their care. The residue of the
Estate shall be distributed outright to the Dickinson School of Law upon completion of the estate
administration and the approval of the First and Final Accounting of the Estate.
n\o'\~cl 011P_LV:,1J)
'\!ICKu C\3\1-\ Tv...\\'I\\y,......'--
30 I ,. ~ /\ C .
.._, - D - C -.:> '-j/....Jv.--:J'
BY THE COURT:
../lli
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LAW OFFICES OF
STEPHEN J. HOGG
] 9 S. HANOVER STREET
SUITE 101
CARLISLE, PA 17013
:y
IN RE:
ESTATE OF
EVELYN A. KIMMEL
MAR 1 6 200~r'\
~
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
PENNSYLVANIA
ORPHANS COURT DIVISION
NO: 21 04-0293
ORDER
J'l?a....J..
AND NOW, this 11' day of
2005, Petition for Settlement of an Estate Under $25,000 under S3531
of the Probate, Estates and Fiduciaries Code regarding the above
estate, is hereby granted.
~;1J
/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Evelyn A. Kimmel
Date of Death: 3/14/2004
Will No.
Admin. No. 21 04-0293
Pursuant to Rule 6. 12 of the Supreme Court Orphans I
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.
account with the Court?
Did the personal representative file a final
Yes No X
b . The separate Orphans I Court No. (if any) for
the personal representative I 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 I Court and may be attached to this report.
Date: 3/21/2005
Steohen J. Hogg. Esauire
Name (Please type or print)
19 S. Hanover Street, Ste. 101
Carlisle PA 17013
Address
N
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( 717 ) 2452698
Tel. No .
X
Counsel for personal
representative
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0...
Personal Representative
Capacity :
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