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Home My WebLink About03-0826 , ./ ;. .. PETITION FOR PROBATE an.d GRANT OF LETIERS Estate oj Janes J. Kearney No. .:::::J 1- t:A9.. :S2::J~ . also known as To: Register of Wills for the , Deceased. . County orC1.DJ:Jhprl ;:mo in the Social Security No. 189-03-0h4R Commonwealth of Pennsylvania The petition of the undersigned respectfully represents lhat: Your petitioncr(s), who is/aTc 18 years of age or older a~ the executors named in the last will of the above decedent, dated NOvember 2 , J~9. and codidl(s) dated , (state: relevant cirtllm5tllnces. C.I. renunciation, death ar executor. cte.) Otcendent was domiciled at death in Cumberland ~ County, Pennsylvania, with h ~s last family or rinciJ:lal residence at Drive Hill Perms l~ a (list street, llumber and rmmciplllity) Def:nfcn~ tpel) 93 . years of age, died July 29 , 19: 2003 , at 0 y . p~'nt Hosp~tal , . Exc.ept as follows, decedent did not ma.rry, wfL~ not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing 8nd was never adjudicated incompetent: " " Deccndent at death owned prope.rty ~th estimated vall.l~ a~ follows: 2f),000.00 (If domiciled in Pa.) An personal property S (If Jfot domiciled in Pa.) Personal propert)' in Pennsy]"ani, S (If not domiciled in Pa.) Personal property in County S Value of real estate in Pennsylvania $. situated as follows: WHEREFORE, pctitioner(s) re$pc.etfully req\le~t(s) the probate of the last will and codicil(.) presented herewith and the grant of letters t:PRr;:mpnt:,qry :crono~ II. Cukf<<;- ,.<".mm..ry' ":;:o'o7;L'oLI I _ Carol ~. Albright Susan K. Kulm . ~ t 445 Deyon Road 60 Elm T)rive 'g... r.mrqJ Hi 11 J 'PA 17011 T ..<:lnsc1a 1 &3. 'PA 191.116 "". ~l: - ~c .. .i In . OATH OF'PERSONAL REPRESENTATIVE COMMONWEA:LTH OF PENNSYLVANIA } 55 COUNTY OF .~_ The petltjo~er(t) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal rcpresen- t8tive(ll) of the above deecdcTlt pctitioner(s) will w . and truly admi . te e es i accordins to law. sworn. 10 or .lfumed .nd ,nb",ibod { ~ before me this /n 7# day Of m~~ ~~~L' ~ 1 /, . ~1 I./L~ . /7-/61- D- ~A.o . egistv' ~ , , -_.,~ ~ - ,-- .~... ...-" Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 6/15/2005 BECKLEY THOMAS SANFORD 212 N THIRD STREET HARRISBURG, PA 17108-1998 RE: Estate of KEARNEY JAMES J File Number: 2003-00826 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 7/29/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, M. ~ ~4L "-.. .<&U~~ GLENDA FARNER STRAS UGH REGISTER OF WILLS cc: File Personal Representative(s) Judge cfi . . No. r:.;:) /-0.:3 -If> ~~ Esta te of J~s 'J. Keamey , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~J /.:3 l' 2003, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 22. 1999 described therein be admitted to probate and filed of reeord as the last will of J~s . J · Kearney ; and Letters TestanEntarv art hereby granted to CarolynK. Albright and SusanK. Kulm iHfl/'I'.v/~(X~ !oLA~n~ FEES '=0.00 ~o,~~~ Probate, LetterS. Etc. ......... $ 6J _ Oe- Thomas . Sa BeCklev IDI/: 77040 Short Certificates(S) .... .. .... $ IS.Q.~ ATTORNEY (S\lp. Ct. LD. No.) ., X t;QtJ4. (5') J 5. 00. BECKLEY & MADDEN R~nl1nCUilUen .... JcP' . .. $ 10 00 212 . r:r . 1rd ~t"rppr J l' 0 Rn-x 11 q9a $_ · Cb Harr1sburg, ADDRESS PA 17108...1998 loa . _ ._ :OTA~ _ $,~O_OO:_ . (717) 233...7691 FlIed (:)::::r-~~l;-..., la.. QcQ.-....... .. PHONl;. . . fY\8.,l~J~. ~6Kr\'Uj " , - --' --- 0 2./YJAL! III ACK INK 'n . DOAO ~~':~I~ J 0 . P#/VIVJBDtlO ",.Elf!. T MARITAl STATUS. Married, SURVIVING SPOUSE Never Married, WkIoNed, (H~.'O'v.m..>d"fI'liIm.J DiYO<ced (Specify) to WIOowXD OECEOENrS 17_. State ACTUAl lw. RESIDENCE 1-1, l/ fA (See InlbuctictM 17d.(2g ~=~~e:of CAptf If; t. L on other....) 17b. utylbom >fl.. . 0 ,(RR080t1tr f'1J ,7/,,1; Sf Cot",/' Ii. '1/ II 'lvil DATE SIGNED (Month, Day. Year) 20. n. PART I: Ena., the ......., lnjul1M or compllcatlon. -.Nch c.UHd ef signir~nt condihons contributing La death, bul lI.. only one c:-. on ..ch lIM. ntJt resulting in the undertying cau~e yivtlf) in PART l. .. la'~p Mj; SequentiallV Usf condWons [ : If anv. leading to immediate ,'dU!>tJ. Enter UNDERLYING CAUSE (nl:,ud~" ~'f injury _._.._"-,._._----~-------~ Ih"illlllUCllod tlvenl5 I<l'.lJllU'lI Of! dUilth I LAST ---_.-- WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORK? OESCRltjE !tOW INJUHY OCI;UHHl:;O AVAIlABLE PRIOR TO (Monlh, Day, V.ar) COMPLETION OF CAUSE Natural lB Homtcide D OF DEATH? D D vosO NoD Accident Pending Investigalion Vos D No [ll v.. 0 NoD 0, D 30.. 3Gb. M >Oe. Suicide Could not be determmed PLACE Of INJURY. At home, farm, street, factory, office bu~dlOll, ele jSptlc;lfyJ 30f. 21a. 21b. 28. 30.. ill CERTIFIER (Check onI)' one) DTlTl OFCE~ #? ~l .l~~:.a:tGQr~~~~~l.~ C:C~3"J'=: 3:~.:::(:r~~3r~~i~~.h:t~~~~.~?~.~~~~~.~~~ .~?~~~~~.i~~.~.~~)............. - ~ / /' ~~ .PfQO:~:~I:fGm~:'~~~~=::~= l~~~':'~~::-~:~,~r~:rda: ~:~~ut~.~(~)~:~ ':::~~.r.. ...t.d...................... 0 0 G :1 0: Z 1;2.t, ~II ~ .. 02/-0.5- ~~ w'-' .. ..,. .,-~ --.. c - \,.-:' . . ,>.- . , LAST WILL AND TESTAMENT OF JAMES J. KEARNEY I, JAMES J. KEARNEY, of 1927 Arlington Street, Camp Hill, Pennsylvania 17011, 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 any and all prior Wills and all Codicils made by me at any time heretofore. ITEM 1. I direct that all my legally valid debts, funeral and administration expenses, and inheritance and estate taxes incurred on account of my death shall be paid by my personal representative out of my residuary estate as soon after my death as practicable. ITEM 2. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, including automobiles, together with all insurance policies thereon, to my three children, SUSAN K. KUHN, CAROLYN K. ALBRIGHT and KATHLEEN M. KEARNEY, in equal shares, or to their issue per stirpes, provided that they survive me by thirty (30) days. J:J:k F:\Home\LJN\KEARNEY\WILL J.J.K. ITEM 3. I direct that the share of my estate payable to my daughter, Kathleen M. Kearney, shall be held in trust by CAROLYN K. ALBRIGHT and SUSAN K. KUHN, as Co-Trustees, for the benefit and care of my daughter, KATHLEEN M. KEARNEY, now of Camp Hill, Pennsylvania. A. During the lifetime of KATHLEEN M. KEARNEY, to the extent that benefits are not made available to Kathleen M. Kearney for other than basic living expenses, including food and shelter, Trustees, in their absolute discretion, may distribute from income and principal to or for the benefit of Kathleen M. Kearney, for her needs other than other than basic support. For the purposes of this provision, non-support purchases include, but are not limited to: travel; entertainment; radios, telephone and television, including cable television; gifts for family members; spending money; movies; additional food and clothing; dental care; unreimbursable medical expenses, including plastic and reconstructive surgery, diagnostic work and treatment, rehabilitative training and experimental medical services; the differential in cost between shelter for a shared and private group home or room; supplemental nursing care; recreation, cultural experiences, outings and travel, including payment for others to accompany my beneficiary; reading and educational materials,; exercise equipment; and unreimbursed therapy. The Trustees' discretion in making distributions authorized hereunder, is absolute, full, and complete with regard to distributions from the trust estate, and shall be binding on all T;rM 2 J.J.K. interested persons. If possible, Trustees shall make distributions directly to the service provider and not to my disabled daughter. As this trust is specifically not intended to provided basic support and maintenance needs for Kathleen M. Kearney, if Kathleen M. Kearney is unable to maintain and support herself from her own resources and sources of income, Trustees shall seek such support for Kathleen M. Kearney from public sources. The trust has specifically not been created to supplant or replace public-assistance benefits. Trustees should, therefore, seek entitlements which are available to members of the community who are experiencing disabilities that are substantially similar to those that Kathleen M. Kearney experiences. Trustees shall deny any request made by any agency or governmental entity requesting disbursement of trust funds to satisfy Kathleen M. Kearney's support needs. Trustees shall take whatever legal steps may be necessary to initiate or continue any public assistance program for which Kathleen M. Kearney is or may be eligible. B. On the death of KATHLEEN M. KEARNEY, the then remaining principal and any accumulated interest shall be paid and distributed in equal shares to my then surviving children. T:f J<. 3 J.J.K. ITEM 4. I authorize my Personal Representatives and Trustees to exercise the following powers, in addition to those given by law to be exercised in their sole discretion: a. To retain any or all assets of my estate, real, personal or mixed, without regard to any principle of diversification, risk or productivity. b. To invest in all forms of property without restriction to investments. c. To sell at public or private sale, to exchange, mortgage or lease for any period of time, and to repair, alter or improve any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper. d. To make distribution hereunder in cash, in kind, or partly in cash and partly in kind. e. If at any time the value of the corpus of the Trust hereunder, in the sole discretion of the Trustee, is too small to be economically or practically managed and administered by the Trustees, said Trustee shall terminate such Trust and distribute the balance to the beneficiaries. -:t ;;Jt 4 J.J.K. ITEM 5. No fiduciary acting hereunder shall be required to post bond or enter security in any jurisdiction. ITEM 6. I nominate, constitute and appoint SUSAN K. KUHN and CAROL YN K. ALBRIGHT, as Co-Personal Representatives of this, my Last Will and Testament. IN WITNESS WHEREOF, I set my hand and seal to this, my Last Will and Testament, this ~/~ day of November, 1999. The preceding instrument, consisting of t is and four (4) other typewritten pages, initialed at the bottom of each page for security purposes, was on the date thereof signed, published and declared by JAMES J. KEARNEY, the Testator herein named, as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have subscribe our names as witnesses whereof. tJTh . COMMONWEAL TH OF PENNSYLVANIA . . : 55. COUNTY OF DAUPHIN . . ~ -- (!/JeDl .~~i( ---Ja W\eS J . \~eoYI1.e , and , he Testator and the witnesses, r pectively, whose names are . ned to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of their knowledge the Testator was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue Influence. /lJ f e.f? CUb .u \ On this, the c9~ day Of~, 1999, before me r: undersigned officer, personally, appeared LAWRENCE J. NEARY, ESQUIRE me or satisfactorily proven to be a member of the bar of the highe ourt of Pennsylvania, and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the TEST A TOR and witnesses. I have signed my name and affixed 2~ ~ rothonotDrt 7 c1tJo{) BECKLEY & MADDEN ATTORNEYS AT LAw CRANBERRY CoURT 212 NORTH THIRD STREET POST OFFICE BOX 11998 HARRISBURG, PENNSYLVANIA 17108-1998 AREA CODE 717 FAX NO. TELEPHONE 233-7691 (7171 233-3740 FILE NO. 39882 October 27, 2003 Mary C. Lewis VIA FIRST CLASS MAll., Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, Pennsylvania 17013 (RE: Estate of James J. Kearney, deceased ~ Number 2003-00826 Dear Ms. L~rs:-..~._. """. ."__'~_,_,_",_,___"__""-'- Enclosed herewith you will fmd a check in the amount of $3,000.00 which represents a pre-payment on the inheritance taxes in the above-referenced estate. We would request that you mail a receipt to our office in the enclosed envelope. Thank you for your assistance, and if you need anything further from our office, please do not hesitate to contact me. Very truly yours, BECKLEY & MADDEN ~ ........ -~ .':c:...~ ...." . ~~ Thomas S. Beckley cc: Carolyn K. Albright Susan K. Kuhn , - I . , , . ,'. COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYL VANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003174 BECKLEY THOMAS SANFORD 212 N THIRD STREET HARRISBURG, PA 17108-1998 ACN ASSESSMENT AMOUNT CONTROL NUMBER n____n fold ----~----- -------- 101 I $3,000.00 ESTATE INFORMATION: SSN: 189-03-0648 I FILE NUMBER: 2103-0826 I DECEDENT NAME: KEARNEY JAMES J I DATE OF PAYMENT: 10/28/2003 I POSTMARK DATE: 10/27/2003 I COUNTY: CUMBERLAND I DATE OF DEATH: 07/29/2003 I I TOTAL AMOUNT PAID: $3,000.00 REMARKS: SUSAN K KUHN C/O THOMAS BECKLEY ESQUIRE CHECK# 96 INITIALS: VZ SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS INRE: : IN THE COURT OF COMMON PLEAS Estate of James J. Kearney, :OF CUMBERLAND COUNTY, PENNSYLVANIA deceased : No. 2003-00826 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: James J. Kearney Date of Death: July 29,2003 Will No. 2003-00826 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 24,2004. Name Address Carolyn K. Albright 445 Devon Road, Camp Hill, P A 17011 Susan K. Kuhn 60 Elm Drive, Lansdale, PA 19446 Kathleen M. Kearney 2827 North Second Street, Harrisburg, PA 17110 Notice has been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: February 24, 2004 Signature: :::;:'cC:-_ --=- ~~ Name: Thomas S. Beckley, Esquire Address: 212 North Third Street P.O. Box 11998 Harrisburg, P A 17108 Telephone: (717) 233-7691 Capacity: Personal Representative X Counsel for personal represe!1.t~tive ... ..ii" ~ .... ' .::.:.; ;1' ::; ."., cr (f ~ -", rn ~' ',"- CD "....,\ C. N Ul f'.....' '.. ... f"l ( , ~-=: ""-,\ c -'" :oc 0i )>~ Ul _,,'DP~ 4, $.',~ l' ~. r~ ~ . 1- f'j ":.,....,.. I: ' ~,. ..,..,..--- ,...., ....--.....-.. "y"" t. ~ _~ . . ,~~ -;..;,.; '-.. ! - ~;.::. .' '_~t~r'~u.0 ; ~ I :: ;'"~'" I( ~___ 198 J,I-O :3 - 2J.(P MARY C LEWIS REGISTER OF t-JIILS CUMBERIAND COUNl'Y COURTHOUSE ONE COURl'l-DUSE SQUAHE CARLISLE PA 17013 i 7:::i~:#:j~:'32 1/1111I111111" 1IIIIIIIUIl f /I" 111,11111 ,,1.11.1111,111111111 BECKLEY & MADDEN ATTORNEYS AT LAw CR.AliBERRY COURT 212 NORTH THIRD STREET POST OFFICE BOX 11998 HARRISBURG. PENNSYLVANIA 17108-1998 AREA CODE 717 FAX NO. TELEPHONE 233-7691 (7171233-3740 FILE NO. 39882 April 5, 2004 Mary C. Lewis VIA FIRST CLASS MAIL Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, Pennsylvania 17013 :lC d OJ:: - '. {["I t' , RE: Estate of James J. Kearney, deceased O' .t::. ,"., Number 2003-00826 = -0 ;:0 Dear Ms. Lewis: I O't :.:~ ,." .. Enclosed herewith you will fmd the following: ........Ao ,~.:) U1 1. An original and two copies of an Inheritance Tax Return; 2. An original and one copy of an Inventory; 3. A check in the amount of$25.00; 4. A self-addressed stamped envelope. Please file the Return and Inventory and return time-stamped copies of both to my office in the enclosed, self-addressed stamped envelope. Thank you for your assistance, and if you need anything further from our office, please do not hesitate to contact me. Very truly yours, BECKLEY & MADDEN ~- ---:::;:? .-~ ~~/ Thomas S. Beckley cc: Carolyn K. Albright Susan K. Kuhn .. ,. , REV.1_~.C-.oD) . REV-1500 - COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER DEPARTMENT OF REVENUE RESIDENT DECEDENT 21 03 00826 DEPT. 28Ol101 HARRISBURG, PA 1712l1-Ol101 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Kearney, James J. 189-03-0648 ... z DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPUCA rE WITH THE w Q w 07/29/2003 12/05/1910 REGISTER OF WILLS bl Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INIT1ALl SOCIAL SECURITY NUMBER 1. Original Return 2, Supplemental Return 3, Remainder Retum (date of death prior to 12.13-82) w ... 4. Limited Estate o 48. Futu... Inte....t Comproml.e (date of death etIer o 5, Federal Estate Tax Return Required ><:~1Il 00:><: t2-12-82) wA.g 6. Decedent Died Testate (Attach copy o 7, Decedent Maintained a Living Trust (Allaell ~ 8, Total Number of Safe Deposit Boxes :z:~.... 0A.a1 ofWll) copy of Trust) A. o 11, Election to tax under Sec. 9113(A) (Attach Sch 0) c( 9. Litigation Proceeds Received o 10, Spousal Poverty Credit (date of death between 12-31-91 and 1-1- E .... Thomas S. Beckley Ulz ww IRM NAME (II applicable) 212 North Third Street O:Q O:z Beckley & Madden Post Office Box 11998 00 UA. rELEPHONE NUMBER Harrisburg, P A 17108 (717)/233-7691 ===~ 1. Real Estate (Schedule A) (1) None 2, Stocks and Bonds (Schedule B) (2) N ontf) '. d ::II (\) .J:::>. r--', 3. Closely Held Corporation. Partnership or Sole-Proprietorship (3) None. 4. Mortgages & Notes Receivable (Schedule D) ::;::> (4) None '0 ;::0 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 19,394.32 I (Schedule E) G, 6. Jointly Owned Property (Schedule F) (6) 3,237.54 z o Separate Billing Requested ." . 0 -...-,1, -= 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 45,528.17 :5 -- ~ (Schedule G or L) en Ii: 8. Total Gross Assets (total Lines 1-7) (8) 68,160.03 ~ 0: 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 6,159.34 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule J) (10) 1,717.30 11. Total Deductions (total Lines 9 & 10) (11) 7,876.64 12. Net Value of Estate (Line 8 minus Line 11) (12) 60,283.39 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 60,283.39 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 115, Amount of Line 14 taxable at the spousal tax rate, x .00 (15) I or transfers under Sec. 9116(a)(1.2) - z 60,283.39 .045 (16) 2,712.75 ~ i 16. Amount of Line 14 taxable at lineal rate x - --~,..--_.._--~._-- ::> A. 17. Amount of Line 14 taxable at sibling rate x .12 (17) :I 0 0 ~ 18, Amount of Line 14 taxable at collateral rate x .15 (18) I 119. Tax Due (19) 2,712.75 120, ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT, Copyright 2000 form software only The Lackner Group,lnc. Form REV-1500 EX (Rev. 6-00) . Decedent's Complete Address: . STREET ADDRESS 121 November Drive, Suite # 1 CITY Camp Hill ISTATE PA lZIP 17011 Tax Payments and Credits: 1, Tax Due (Page 1 Line 19) (1) 2,712.75 2, CreditslPayments A. Spousal Poverty Credit B, Prior Payments 3,000.00 C. Discount 135.64 Total Credits (A + B + C) (2) 3,135.64 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 422.89 Check box on Page 1 Line 20 to request a refund --_._~_._- 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. (SA) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT 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;.................................................................................. ~ I 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 adequate consideration?...". ...... ,.......... ,...",.,.. ..., ......"... .,... ,...., ......................" ,.....,...............,.", ....... 0 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death?......... 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~ 0 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. 445 Devon Road 3- /9', () '-/ Camp Hill, PA 17011 ADDRESS DATE 60 Elm Drive 3 -( r.o_Y -~----- Lansdale, P A 19446 ADDRESS 212 North Third Street DATE Post Office Box 11998 4,{_,,1!f Harrisburg, P A 17108 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. 99116 (a) (1.1) (iill. 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 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. , . . SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kearney, James J. I FILE NUMBER 21 - 03 - 00826 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 M&T Bank Checking Account #50359584 5,041.33 2 M&T Bank Checking Account #950764012 10,132,99 3 1994 Cadillac Seville SLS Sedan 4D 4,220.00 (needs new air condittioning unit, tires, ignition and tires) TOTAL (Also enter on Line 5, Recapitulation) 19,394.32 - . SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTL Y -OWN ED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT - ESTATE OF Kearney, James J. I FILE NUMBER 21 - 03 - 00826 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 Carolyn K. Albright 445 Devon Road Daughter Camp Hill, PA 17011 JOINTLY OWNED PROPERTY: - --~----~-----,.--- DESCRIPTION OF PROPERTY % OF.I ~A~~~F-DEATH ITEM LETTER DATE Include name of financial institution and bank account number DATE OF DEATH FOR JOINT MADE DECD'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST, DECEDENT'S INTEREST estate. ----. I A 03/26/2002 M&T Bank Checking Account 6,475.08 50% 3,237.54 #950946300 I I i i --.---...- ---------- -.. TOTAL (Also enter on line 6, Recapitulation) 3,237.54 . *' SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA MISC. NON-PROBATE PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ~~---- . ~.. --"-"-~-'-' --. ESTATE OF FILE NUMBER Kearney, James J. 21 - 03 - 00826 ----,-_. This schedule must be comDleted and filed if the answer to any of Questions 1 throuah 4 on Daae 2 is yes. ---.-- ~ _.-- ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF Include the name of the transferee, their relationship to decedent and the date of transfer. DECD'S EXCLUSION TAXABLE VALUE NUMBER Attach a copy of the deed lor real e._. VALUE OF ASSET INTEREST (IF APPLICABLE) . -_..._~ 1 M&T Bank Individual Retirement Account 45,528.17 100% 45,528.17 TOTAL (Also enter on line 7, Recapitulation) 45,528.17 '. SCHEDULE H FUNERAL EXPENSES & COMMONWEAlTH OF PENNSYlVANIA ADIVINISTRATIVE COSTS INHERITANCE TAX RETURN RESIDENT DECEDENT ------- ------_.-,- ESTATE OF Kearney, James J. I FILE NUMBER 21 - 03 - 00826 . .-_.----" Debts of decedent must be reported on Schedule I. --- ITEM I DESCRIPTION AMOUNT NUMBER ---- A. FUNERAL EXPENSES: 1 Neil Funeral Home 3,113.65 2 Gates of Heaven 300,00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State _Zip Year(s) Commission paid 2. Attorney's Fees Beckley & Madden 2,310.00 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 Cumberland County Prothonotary 100.00 5, Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Cumberland County Law Journal 75.00 2 The Patriot-News 205.69 Total of Continuation Schedule(s) 55.00 TOTAL (Also enter on line 9, Recapitulation) 6,159.34 . *' Schedule H Funeral Expenses & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN Adninislrati\le Costs continued RESIDENT DECEDENT ----- ---~..- ESTATE OF Kearney, James J. I FILE NUMBER 21 - 03 - 00826 3 Filing fee for Inheritance Tax Return and Inventory 25.00 4 Xeroxing 25.00 5 Postage 5.00 Page 2 of Schedule H . f . *' SCHEDULE I . DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS INHERITANCE TAX RETURN RESIOENT DECEDeNT - --- ..- ESTATE OF Kearney, James J. I FILE NUMBER 21 - 03 - 00826 ------~ -.------...-.-- Include unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER ------- 1 Camp Hill Plaza Apartmnets (rent for August and September, 2003) 1,360.00 2 Nursing Service 227.00 3 PP&L Electric Utilities 30.30 4 Holy Spirit Hospital 100.00 ~. TOTAL (Also enter on Line 10, Recapitulation) 1,717.30 . REV-1513 EX+ (9-00) *' , SCHEDULE J COMMONWEALTH OF PENNSYlVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT -~-_.~- -- ESTATE OF Kearney, James J. I FILE NUMBER 21 - 03 - 00826 ------ RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON{S) RECEIVING PROPERTY DECEDENT OF ESTATE n_ "'_" -- I. I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 I Carolyn K. Albright Daughter One-third I 455 Devon Road Camp Hill, PA 17011 2 Susan K. Kuhn Daughter One-third 60 Elm Drive Lansdale, PA 19446 3 Kathleen M. Kearney One-third, in trust 2827 North 2nd Street Daughter Harrisburg, PAl 711 0 I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. i NON-TAXABLE DISTRIBUTIONS: iA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT ; BEING MADE I ! I ! ! ! i ! i I I ! B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ! I ! ; ; i I I I I i i 1 I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET .-- - Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Kearney, James J. No, 21 - 03 - 00826 also known as Date of Death 7/29/2003 , Deceased Social Security No. 189-03-0648 -,.--~-_.,~--- Carolyn K. Albright Susan K. Kuhn -_.._---,--~-,._-_.-_.-'-_..-----.._-----_.,_._-_.__._-._---~----_._-_..__._._._._- ------------ ---.---..--.'.--...------ ..--- -- The 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 located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory, IlWe verify that the statements made in this Inventory are true and correct. IlWe understand that false statements herein are made subject to the penalties of 18 Pa, C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Thomas S. Beckley I.D. No.: 77040 Signature: Signature: ----..-------.--- --.,.-...-,---- Address: 212 North Third Street Address: 445 Devon Road Post Office Box 11998 Camp Hill, PA 17011 Harrisburg, P A 17108 Telephone: (717)/233-7691 Telephone: (717) 761-3452 ._-~_._-_...-_.--- Dated: .---.--.-----..- Personal Property M&T Bank Checking Account #50359584 5,041.33 M&T Bank Checking Account #950764012 10,132.99 G("~ g :JJ 1994 Cadillac Seville SLS Sedan 4D - t"!' :;.,;; (t ~220.00 :::l -: (needs new air condittioning unit, tires, ignition and tires) ~,.....,.'. :;p -0 ---, Total Personal Property I $19,394.32 Ol ~-"--. ~...; -. 0 V"\ (Attach additional sheets if necessary) Total Personal Property and Real Estate $19,394.32 , ~ ~ ~ [jj OJ ~ ~ tr.j ~ ... > 0 '" ~ ~ ~ '~2:(')8~ ...[tOillO~ \I" ill :> ... "" t'l c ., z ,.. l~.J 2:3:::~~~ ~~2~'<~ ,<=~o<[IJ~;r t"C:l:('))>~ ~ = ~ g "3 2: :0 ., :l: ~ ... ~ ~ ., )> > l'i $J.... 1-''' 1.,1 " tr.j ~ Z 00 ,:.. ClJ ClJ 00 ~ "- \ ~ \jJ . \ ~ :I! t5"- :a tn -I n !; tn ~~~~~ tn ~~~~S == ~~~~H ~ C:CJ_Cf.l Cf.lO~ 1-"t"j~H _ ~~ ~ ~ r- W~ ~~ ,;., ~ oj 8 Cf.l M , '1 ::1) ...... , " . i ,; " .'.., '1J"" J' 'fj . ... '1" . '-ill'V" ~ ; ~~..- ...J......:j,~v Vr" - ~ ,.71 ~ COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE rAX DIVISION DEPr. Z80601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 171Z8-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP 101-05> f' ~ DATE 05-24-2004 ESTATE OF KEARNEY JAMES J DATE OF DEATH 07-29-2003 FILE NUMBER 21 03-0826 '04 l'liW 24 ..- . fl COUNTY CUMBERLAND ,,-,It.{. THOMAS S BECKLEY ACN 101 BECKLEY S MADDEN I Allount Rellitted I PO BOX 11998 ~.... HBG P A 11.1\018:; 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'4-j-EX-AFP--foY=03Y-NOYicE--OF-YNHEifiTAifcE-YA'X-APPRAisEMiNT~--ALioWANCE-(fR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KEARNEY JAMES J FILE NO. 21 03-0826 ACN 101 DATE 05-24-2004 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) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,394.32 tax paYllent. 6. Jointly Owned Property (Schedule F) (6) 3.237.54 7. Transfers (Schedule G) (7) 45,528.17 8. Total Assets (8) 68,160.03 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,159.34 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.717.30 11. Total Deductions (11) 7.876 64 12. Net Value of Tax Return (12) 60,283.39 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 60,283.39 NOTE: I~ an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate liS) .00 X 00 = .00 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 60,283 . 39 X 045 = 2,712.75 17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 2,712.75 TAX CREDITS: ... l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-27-2003 CD003174 135.64 3,000.00 TOTAL TAX CREDIT 3,135.64 BALANCE OF TAX DUE 422.89CR INTEREST AND PEN. .00 TOTAL DUE 422.89CR If IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates Df decedents dying Dn Dr befDre December 12, 1982 -- if any future interest in the estate is transferred in pDssessiDn Dr enjDyment tD Class B (cDllateral) beneficiaries Df the decedent after the expiratiDn Df any estate fDr life Dr fDr years, the CDmmDnwealth hereby expresslY reserves the right tD eppraise and assess transfer Inheritance raxes at the lawful Class B (cDllateral) rate Dn any such future interest. PURPOSE OF NOTICE: TD fulfill the requirements Df SectiDn 2140 Df the Inheritance and Estate rax Act, Act 23 Df 2000. (7Z P.S. SectiDn 9140). PAYMENT: Detach the tDP pDrtiDn Df this NDtice and submit with YDur payment tD the Register Df Wills printed Dn the reverse side. --Make check Dr mDney Drder payable tD: REGISTER OF KILLS, AGENT REFUND (CR): A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an RApplicatiDn fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-13l3). ApplicatiDns are available at the Office Df the Register Df Wills, any Df the 23 Revenue District Offices, Dr by calling the special 24-hDur answering service fDr fDrms Drdering: 1-800-362-2050; services fDr taxpayers with special hearing and I Dr speaking needs: 1-800-447-3020 (TT Dnly). OBJECTIONS: Any party in interest nDt satisfied with the appraisement, allDwance, Dr disallDwance Df deductiDns, Dr assessment Df tax (including diSCDunt Dr interest) as shDwn Dn this NDtice must Dbject within sixty (60) days Df receipt Df this NDtice by: --written prDtest tD the PA Department Df Revenue, BDard Df Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electiDn tD have the matter determined at audit Df the accDunt Df the persDnal representative, OR --appeal tD the Orphans' CDurt. ADMIN- ISTRATIVE CORRECTIONS: Factual errDrs discDvered Dn this assessment shDuld be addressed in writing tD: PA Department Df Revenue, Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 PhDne (717) 787-6505. See page 5 Df the bDDklet RInstructiDns fDr Inheritance Tax Return fDr a Resident DecedentR (REV-150l) fDr an explanatiDn Df administratively cDrrectable errDrs. DISCOUNT: If any tax due is paid within three (3) calendar mDnths after the decedent.s death, e five percent (5~) discDunt Df the tax paid is allDwed. PENALTY: rhe l5~ tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt paid befDre January 18, 1996, the first day after the end Df the tex amnesty periDd. rhis nDn-participatiDn penalty is appealable in the same manner and in the the same time periDd as YDU wDuld appeal the tax and interest that has been assessed as indicated Dn this nDtice. INTERESr: Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df death, tD the date Df payment. Taxes which became delinquent befDre January 1, 1982 bear interest at the rate Df six (6~) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after January 1, 1982 will bear interest at a rete which will vary frDm calendar year tD calendar year with that rate annDunced by the PA Department Df Revenue. The applicable interest rates fDr 1982 thrDugh 2004 are: Interest Daily Interest DailY Interest Daily Year Rate FactDr Year Rate FactDr Year Rate FactDr rm ~ ~ D!ll-199l --rr7."""" :mm- fiDl -W- .onm- 1983 l6~ .000438 1992 9~ .000247 2002 6~ .000164 1984 11~ .000301 1993-1994 77- .000192 2003 5~ .000137 1985 l3~ .000356 1995-1998 9~ .000247 2004 4~ .000110 1986 10~ .000274 1999 77- .000192 1987 10~ .000274 2000 77- .000192 --Interest is calculated as fDllDws: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR --Any NDtice issued efter the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (15) days beYDnd the dete Df the assessment. If payment is made after the interest cDmputatiDn date shDwn Dn the NDtice, additiDnal interest must be calculated. fltc -" COMMONWEALTH OF PENNSYLVANIA *' BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERIrANCE TAX DIVISION DEPr. 280601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REY-U01 EX AFP [01-03) DATE 08-23-2004 ESTATE OF KEARNEY JAMES J DATE OF DEATH 07-29-2003 FILE NUMBER 21 03-0826 COUNTY CUMBERLAND THOMAS S BECKLEY ACN 101 BECKLEY & MADDEN I Allount Rellitted l PO BOX 11998 HBG PA 17108 - ';.. .J \. ... . . ..,.""'; MAKE CHECK PAYA~E;AND ~MIT !AVlENT TO: 'Y...... 'i...-' REGISTER OF '''wILLS C/J CUMBERLAND CO COUR~OUSE CARLISLE, PI\: 17013- -J NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6o'7-Ex--AFP--foY=oiY------...--iNifERI'T-ANcE--TAX--STA-fEME-NT-OF-Ac-cor.rtff--.jOO--------~~~----- -- --- ; -J ESTATE OF KEARNEY JAMES J FILE NO.21 03-0826 ACN 101 DATE 08-23-2004 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW IS A SU""ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-17-2004 P R I NC I PAL TAX DUE: .......................................................................................................................................................................................................................... 2,712.75 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-27-2003 CD003174 135.64 3,000.00 08-02-2004 REFUND .00 422.89- TOTAL TAX CREDIT 2,712.75 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. J ~~ Estate of KEARNEY JAMES J Late of CAMP HILL BOROUGH ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-03-00826 Date: 6/16/2005 NO.: 21-03-00826 BECKLEY THOMAS SANFORD 212 NORTH THIRD ST HARRISBURG PA 17108 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: KUHN SUSAN K Personal Representative Counsel: BECKLEY THOMAS SANFORD Date of Decedent's Death: 7/29/2003 Date of Delinquency Notice: 7/29/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, 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 their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 8/16/2005 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 undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel Glenda Farner Strasbau Clerk of Orhans' Court A hearing is scheduled for October 07, 2005 at 9:30 ~~ in Courtroom No. 03. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. uJ STATUS REPORT Ut\1DER RillE 6.12 Name of Decedent: JaIIES J 0 Keamey Date of Death: 7/29/03 ~\\~ 2003-00826 ~No.: _~ll. No.. -- PUrSUfu"'1t to Rule 6.12 of the Supreme Court OIphans' 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 IX! No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration Ivill be complete: 3. lithe answer to No.1 is Yes, state the following: a. Did the Dersonal representative file a final account with the Court? Yes . No 00 b. The separate 01J:.ihans' 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 0 No J:X] 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. Date: 8/22/05 ~~ / - Signature Thomas So Beckley Name Beckley & Madden 212 North Third Street P 000 Box 11998 P~isburg, PA 17108-1998 en U- Address Cry ('-J (717) 233-7691 ~~.- TeleDhone No. L!-:J ~--; C.'~J: ~-; CaDacitv: n pC>.,...S.......~!?l Rp~"l""PC'Pfll t~ti-\;p "'"- v.!. V':'..l._.J.. ..:.......___.......l.'-'U-..l .....-..-....... ....... !Xl Counsel for "personal representative oJ