HomeMy WebLinkAbout03-1061PETITION FOR PROBATE & GRANT OF LETTERS
Estate of CORDELIA M. NEITZ
also known as
, deceased·
Social Security No. 108-26-8997
No. 21-03- IOL,~ I
To: Register of Wills for the
County of Cumber/and
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Executors named in the Last Will of the
above decedent dated February 18, 1998 , and codicils dated none . The
Executor named none died Renunciations for none are attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal
residence at 1700 Market Street, Camp Hill Borouqh
Decedent, then 92 years of age, died
Hill, Pennsylvania
November 26 ,2003, at
Manor Care1 Camp
Except as follows, decedent did not marry, was 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 and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$325,000.00
$
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
~oi~l.dr E.~r,~KetUre(s) and Residence(s) of Petitioner(s):
~; r
17 Second Street
Hi.qhspire, PA 17034
717-939-5224
Carol Lenqel
6215 Elaine Avenue
Harrisburq, PA 17112
717-652-2612
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
ss
The Petitioner(s) 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 representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed a_r{d subscribed
before me this c:~oq, r~c day of Donald E. Kehler
December ,2003.
Carol Len.qel-" ~
No. 21-03-
Estate of CORDELIA M. NEITZ , deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, December r-~.~ , 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 February 18, 1998 described therein be admitted to probate and filed of record as
the Last Will of Cordelia M. Neitz ; and Letters Testamentary 'are, hereby
granted to Donald E. Kehler and Carol Len.qel ..
FEES
Probate, Letters, Etc ........ $ 305.00
Short Certificates(-5- ) .... $15.00
Renunciation(s) ........... $.__
JCP .................... $10.00
Other Will Paqes (-2-) .... $ 6.00
TOTAL: .... $ 336.00
...E~. !~. -. ~. ~,..: ~ c:,.c~:5., ............
~"~/q~ R~k..~ister of Will~..- , ~%1'~
in, ~:squire (~6282)
ATT~..~' (Sup. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
LAST WILL AND TESTAMENT
I, CORDELIA M. NEITZ, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament, hereby expressly revoking all Wills
and Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) 25% to Donald E. Kehler, and if he is not living at the time of my death, to
his children, share and share alike,
(b) 25% to Carol Lengel, and if she is not living at the time of my death, to
her children, share and share alike,
(c) 10% to Nancy Kehler, widow of J. Robert Kehler, and any children of his,
living at the time of my death, share and share alike,
(d) 10% to Dale M. Kehler, and if he is not living at the time of my death, to
his children, share and share alike,
(e) 10% to Jane Faust, and if she is not living at the time of my death, to her
children, share and share alike,
(f) 10% to Herbert N. Miller, and if he is not living at the time of my death, to
his children, share and share alike,
(g) 10% to Katherine Kleppin, and if she is not living at the time of my death,
to her children, share and share alike.
4. I nominate and appoint Donald E. Kehler and Carol Lengel to be the executors of this
my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representatives retain the services of Irwin,
McKnight, & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 18TH day of
February, 1998.
CORD~ELIA M. NI~ITZ
Signed, sealed, published and declared by CORDELIA M. NEITZ, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, CORDELIA M. NEITZ, CHERYL L. CLELAND and MARTHA L. NOEL,
the testatrix and witnesses respectively, whose names are signed to the 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 had signed willingly, and that she
executed it as her free and voluntary act for the purpose herein 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 constraint or undue influence.
CORDELIA M. N~ITZ
cH~I~I~ I~. CLELAND
MARTHA L. NOEL
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by CORDELIA M. NEITZ, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 18TH day of February, 1998.
tary Public
"'----~adal Seal
Roger B. Irwin, Notary Public
Carlisle Boro, Cumberland County
LMY Commission Expires Oct. 3, 2000
Member, Pennsylvania Association of Notaries
CORDELIA M. NEITZ
LAW OFFICES
IRWIN, MCKNIGI-IT & HUGHES
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STReeT
CARLISLE, PENNSYLVANIA 17013-3222
(717) 249-2353
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
CORDELIA M. NEITZ
Name of Decedent:
Date of Death:
Estate No.:
NOVEMBER 26, 2003
21-03-1061
To the Register:
I certify that notice of the beneficial interest 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 January 20, 2004 .
Name Address
Nancy R. Kehler
Nannette R. Kehler
Kay Ann Pearson
Dale M. Kehler
Jane W. Faust
Herbert N. Miller Jr.
Katherine Kleppin
5229 Windsor Blvd., Mechanicsburg, PA 17055
702 South 24th Street, Harrisburg, PA 17104
1502 Nance Avenue, Tampa, FL 33606
One Christian Street, Unit 22, Philadelphia, PA 17147
366 East Locust Street, Fleetwood, PA 19522
538 West Avenue, Fullerton, CA 92632
6 Summerall Road, Somerset, NJ 08873
Carol W. Lengel
Thomas R. Kehler
6215 Elaine Avenue, Harrisburg, PA 17112
457 Elder Trail, New Cumberland, PA 17070
John Kehler Jr.
Deborah Gereaux
50 Fielding Way, Etters, PA 17319
557 South Cedar Street, Colville, WA 99114
Donald E. Kehler
17 Second Street, Highspire, PA 17034
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none .
Date: 01/20/04
Signature IRW~Mc~GHT
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
Capacity:
X
__ Personal Representative
Counsel for Personal Representative
REV- 1500 EX + (6-00)
CUM MONWEALTH OF PEN NSYLVANIA
DEPARTMENT OF REVENUE
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DEPT. :>80601
HARRISBURG, PA 171:>8-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Neitz Cordelia M.
OFFICIAL USE ONLY
FILE
NUMBER
21-03-1061
COUNTYCODE YEAR NUMBER
SOCIAL SECURITY NUMBER
108-26~8997
DATE Of DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
11/26/2003 03/27/1911
(IF APPLICABLE) SURVIV NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return ~ 24~.= Supplemental Return ~=~
4. Limited Estate · Future lnterest Compromise (date of death after 1:>-12-8:>)
6. Decedent Died Testate Decedent Maintained a Living Trust 1
(Attach copy of Will) (Attach copy of Trust)
'--]9. Litigation Proceeds Received [~] 10. Spousal Poverty Credit
(date of death between 1Z-31-91 and 1-1-95)
NAME
Roger B. Irwin Esq.
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717//249-2353
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E) N~
6. Jointly Owned Property (Schedule F) (6)
~-] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule 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 8 minus Line 11 )
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(date of death
3. Remainder Return prior to 17-13-82)
5. Federal EstateTax Return Required
8. Total Number of Safe Deposit Boxes
[] 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
iCOMPLETE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
N~611 "F'~ O F FICIA'~:U ~ E O N LY
264,582 4' ' --~
N
57,138 -o :~:~, ,,':
1,811.23
(8) 323,532.43
14,662.48
26.00
(11) 14,688.48
(12) 308,843.95
(13)
(14) 308,843.95
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)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
0.00 X .0 0
0.00 X .0 45
0.00 X .12
308,843.95 X .15
(15) 0.00
(16) 0.00
(17) 0.00
(18) 46,326.59
(19) 46,326.59
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00)
Decedent's Complete Address:
ISTREET ADDRESS
1700 Market Street
CITY
Camp Hill
STATE ZIP
PA 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
0.00
2,316.33
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (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 d~e. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
46,326.59
2,316.33
0.00
0.00
44,010.26
44,010.26
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. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~
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? ................................ [---] []
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.
Under penalties of perjury, I declare that I have examined this return, including 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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Donald E. Kehler DATE
__~_,_~E~THA~N~~ __~7___S_e_c__o_~_d___S_t_r_e_?_t_Hishspire, PA 17034 .............................. ~?/~/
SIGNATURE OF PREPARER OTI- NTATIVE IRWIN & McKNIGHT DATE
/'7~ ~ /2 60 West Pomfret Street ./ / -
/ /~ ~ .,".,~ .-"-"~"-.z.,, ..................................................... ~1~ 7/
< iiiiiii~' "~r~'i!iil'~ -)~]i~' c~ L"~x'""'-- Car ! i.~ ~!e, .. ~A .... ~-?~.~.~ ..................................................................................... ~,:: :'. :: ..................................
o,o.r .r e,ore ,.,ax ,m.o.e o. w,ue o, ,o or ,or ,.e o,
surviving spouse is~ P.S. 9116 (a) ( 1.1 ) (i)].
For dates of death on or after JanuaF 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 statuto~ requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiaF.
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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Fo~m REV-1500 EX (Rev.
ADDITIONAL Personal Representatives
Estate of Cordelia M. Neitz SS# 108-26-8997 11/26/2003
********************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete.
Signature
Name
Address Line 1
Address Line 2
City, State, Zip
Date
-- j ~
Carol Lengel
6215 Elaine Avenue
Harrisburg, PA
17112
REV-1503 EX + (1-97)
COMMONWEALTH OFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENTDECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
Cordelia M. Neitz SS# 108-26-8997 11/26/2003
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-03-1061
ITEM
VALUE AT DATE
NUMBEF~ DESCRIPTION UNIT VALUE
OF DEATH
1 5,239 shares Community Banks, ~nc. traded on the 39.18 205,264.02
NYSE, common
2 1,514 shares Legg Mason Wood Walker Inc. - Community 39.18 59 318.52
Banks Inc. '
TOTAL (Also enter on line 2, Recapitulation) 264,582.54
more space ~s needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97)
REV- 1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Cordelia M. Neitz SS# 108-26-8997 11/26/2003 21-03-1061
include the proceeds of litigation and the date the proceeds were received by the estate. Ail propel~y jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
2
3
4
5
6
DESCRIPTION
Citizens Bank
Citizens Bank
Citizens Bank
- time deposit account
- time deposit account
- checking account
Legg Mason Wood Walker Inc.
M&T Bank, savings account
M&T Bank, checking account
cash management account
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
VALUE AT DATE
OF DEATH
5 139.03
5,111.49
10,024.48
15,842.16
14.965.42
6 056.08
$ 57,138.66
Form REV-1508 EX (Rev. 1-97)
REV- 1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Cordelia M. Neitz SS#
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
108-26-8997 11/26/2003 21-03-1061
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is ),es.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST CF APPLICABLE)
1 New York Life Insurance 1,811.23 1,811.23
Company - annuity NP479569
TOTAL (Also enter on line 7, Recapitulation) $ 1,811.23
(If more space Is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
~NH ERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Cordelia M. Neitz SS~/
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Ao
108-26-8997
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
FUNERAL EXPENSES:
Hoover Funeral Home
3 The Sentinel
11/26/2003
DESCRIPTION
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
city
State Zip
Year(s) Commission Paid:
Attorney's Fees IRWIN & McKNIGHT
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
State Zip
Rosendale CPA
Street Address
c~ty
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees Patricia A.
Tax Return Preparer's Fees
Other Administrative Costs
C,,--mber!and Law Journal - estate
Register of Wills filing fee
Legal
estate notice publication
TOTAL (Also enter on line 9, Recapitulation)
FILE NUMBER
21-03-1061
AMOUNT
376.48
13,400.00
336.00
350.00
7~ Oh
25.00
100.00
14,662.48
(If more space is needed, insert additional sheets of the same size)
Copyright(c) 1996 form software only CPSystems, lnc. Form REV-1511 EX (Rev. 1-97)
REV- 151Z EX * (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Cordelia M. Neitz
Includ,
ITEM
NUMBER
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
108-26-8997 11/26/2003
unreimbursed medical expenses.
DESCRIPTION
Manorcare Nursing Home
FILE NUMBER
21-03-1061
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
AMOUNT
26.00
$ 26.00
Form REV-1512 EX (Rev. 1-97)
REV- 1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Cordelia M. Neitz SS~/ 108-26-8997
SCHEDULE J
BENEFICIARIES
11/26/2003
NUMBER
I.
5
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
Jane W. Faust
366 East Locust Street
Fleetwood, PA 19522
Deborah Cereaux
557 South Cedar Street
Colville, WA 99114
Dale M. Kehler
One Christian Street #22
Philadelphia, PA 19147
Donald E. Kehler
17 Second Street
Highspire, PA 17034
John Kehler, Jr.
50 Fielding Way
Etters, PA 17319
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Niece
Niece
Nephew
Nephew
Nephew
FILE NUMBER
21-03-1061
AMOUNT OR SHARE
OFESTATE
10%
1.67%
10%
25%
1.67%
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS sHowN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
$
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) ?000 form software only The Lackner Group. Inc. Form REV-1513 EX (Rev. 9-00)
Estate of: Cordelia M. Neitz
Soc Sec #: 108-26-8997
Date of Death: 11/26/2003
Continuation of Schedule J, Part I
(Taxable Bequests)
Item Name and Address of Beneficiary Relationship
Amount or
Share of Estate
6
9
10
11
12
Nancy R. Kehler
5229 Windsor Blvd.
Mechanicsburg, PA
17055
Nanette R. Kehler
702 South 24th Street
Harrisburg, PA 17104
Thomas R. Kehler
457 Elder Trail
New Cumberland, PA
17070
Katherine Kleppin
6 Summerall Road
Somerset, NJ 08873
Carol W. Lengel
6215 Elaine Avenue
Harrisburg, PA 17112
Herbert N. Miller, Jr.
538 West Avenue
Fullerton, CA 92632
Kay Ann Kehler Pearson
1602 Nance Avenue
Tampa, FL 33606
Niece
niece
Nephew
Niece
Niece
Nephew
Niece
1.67%
1.67%
1.67%
10%
25%
10%
1.67%
LAST }FILL AND TESTAMENT
I, CORDELIA M. NEITZ, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this to be my Last Will and Testament, hereby expressly revoking all Wills
and Codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses as
.soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee Simple, as I could do' if living.
3. I give, devise and bequeath.all of my estate of every nature and wherever situate as
follows:
(a) 25% to Donald E. Kehler, and if he is not living at the time of my death, to
his children, share and share alike,
(b) 25% to Carol Lengel, and if she is not living at the time of my death, to
her children, share and share alike,
(c) 10% to Nancy Kehler, widow of J. Robert Kehler, and any children of his,
living at the time of my death, share and share alike,
(d) 10% to Dale M. Kehter, and if he is not living at the time of my death, to
his children, share and share alike,
(e) 10% to Jane Faust, and if she is not living at the time of my death, to her
children, share and share alike,
(f) 10% to Herbert N. Miller, and if he is not living at the time of my death, to
his children, share and share alike,
(g) 10% to Katherine Kleppin, and if she is not living at the time of my death,
to her children, share and share alike.
4. I nominate and appoint Donald E. Kehler and Carol Lengel to be the executors of this
my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representatives retain the services of Irwin,'
McKnight, & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal'this 18TH day of
February, 1998.
· CORDkLIA M. NI~]TZ
(SEAL')
Signed, sealed, published and declared by CORDELIA M. NEITZ, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, CORDELIA M. NEITZ, CHERYL L. CLELAND and MARTHA L. NOEL,
the testatrix and witnesses respectively, whose names are signed to the 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 had signed willingly, and that she
executed it as her free and voluntary act for the purpose herein 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 constraint or undue influence.
CORDELIA M. N~ITZ
CI~t"~ L. CLELAND '
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by CORDELIA M. NEITZ, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 18TH day of February, 1998.
/, ~i~otary Public
rial Seal
n, Notary Public
! CadisTe Boro. Qurnberland County
J N~yZ'~.missiOn Expires OCI. 3, 2000
~-'-'---- ' ' ' , '" .... * N taries
Mt;tuber PennsCvamaA.,soclattOn o, o
MaTBank
December 29, 2003
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
499 Mitchell Street, Millsboro, DE 19966
& McKNiGHi'
Estate of Cordelia M. Neitz
Date of Death: November 26, 2003
Social Security Number: 108-26-8997
Dear Mr. Irwin:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts..
Account Type ........................... Checking Account
Account Number. ...................... 430811
Ownership (Names o J) .............. Cordelia M. Neitz
Opening Date ........................... 09/01/67
Year to Date interest ................. $0. O0
Bakmce on Date of Deattz ......... $6,056.08
Acc,'aed Interest $ 0.00
Total ....................................... $6,056.08
· Page 2
December 29, 2003
Account Type ........................... Savings Account
Account Number. ...................... 15004201439715
Ownership (Names of) .............. Cordelia M. Neitz
Opening Date ........................... 06/11/99
Year to Date Interest ................. $176.04
Balance on Date of Deatk ......... $14,958.45
Accrued Interest $ 6.97
Total. ...................................... $14,965.42
Sincerely,
Ch~lene W~on, Associate I
(302) 934-2722
12/12/2a03 14:47 FAX 7179201683 COM,%IITNITY BANKS INC ~ DEPOSIT SERVICES ~001/002
I N T E R
0 F F I C E
MEMO
To:
From:
Subject:
Date:
Deposit Services
Patricia Hoch, SVP Shareholder Relations
Cordelia M. Neitz
December 12, 2003
In response to your inquiry as to the ownership of Community Banks, Inc. stock by the above
referenced individual, l submit the following:
Name on Account:
Address:
Social Security Nun~ber:
Account Number:
Number of Shares Owned:
Date of Death Value:
Cordelia M. Neitz
4905 Trindle RD
Mechanicsburg, PA 17050
108-26-8997
3100137837
5,239
November 26, 2003:
High $39.73
Low $38.63
Close $38.86
ESTATE VALUATION
Estate of Cordelia M. Neitz
Single ,4ccount
Personal & Confidential
,4 Service of
Legg Mason 14/ood l/Valker, Inc.
Financial Advisor: Charles J. McKain/David K. Metz- Carlisle,. PA
We believe the information to be accurale but Legg Mason Wood Walker, Inc. cannot be held responsible for any losses caused by inadvertent errors and/or omissions. If there are any errors and/or
questions regarding this report please contact your Legg Mason Financial Advisor. '
SHARES/
PAR VALUE
1,514
DESCRIPTION
LEGG MASON WOOD WALKER, INC.
ESTATE TAX SECURITIES VALUATION
NAME OF ESTATE: CORDELIA M NEITZ
DATE OF DEATH: NOVEMBER 26, 2003
PRICE HIGH/ LOW/ MEAN
DATE ASK BID PRICE
SECURITY
VALUE
COMMUNITY BANKS
MILLERSBURG PA
CUSIP: 203628102
11/26/03 39.73 38.63 39.18 $
59, 31:3.52
CASH
SECURITY VALUES
TOTAL VALUE
15,836.77
75, 155.29
75,160.68
ACCRUED
DIV/INT
5.39
5.39
CITIZENS
BANK
525 William Penn Place
Suite 153-2510
Pittsburgh, PA 15219
December 26, 2003
IRWIN & MCKNIGHT
60 WEST POMFRET STREET
CARLISLE, PA 17013-3222
Estate of CORDELIA M. NEITZ
Date of Death: Nov 26, 2003
SSN: 108-26-8997
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 412-867-2366.
Sincerely,
Carole Gregory
CITIZENS BANK
Account Number 6241051526
Account Title CORDELIA M NEITZ
10/9/02
Date Opened
Account Type
. Principal Balance as of DOD
Interest from Last Posting to DOD
Account Balance as of DOD
YTD Interest to DOD
Time Deposits
$5108.69
$2.80
$5111.49
$94.65
CITIZENS BANK
Account Number 6241051534
Account Title CORDELIA M NEITZ
Date Opened 10/9/02
Account Type
. Principal Balance as of DOD
Interest from Last Posting to DOD
Time Deposits
$5132.43
$6.60
Account Balance as of DOD $5139.03
YTD Interest to DOD $114.93
CITIZENS BANK
Account Number 6202923893
Account Title CORDELIA M NEITZ / CAROL LENGEL, POA
9/3/03
Date Opened
Account Type
Principal Balance as of DOD
Interest from Last Posting to DOD
Account Balance as of DOD
Checking
$10024.48
$ .00
$10024.48
YTD Interest to DOD $24.48
F,ES, 12,2004 3'17PMCLEVELAND SVC
NO,~O0 P, 1
NEW YORK LIFE INSURANCE COMPANY
NEW YORK LIFE INSURANCE COM?AN'Y AND ANNUITY CORPORATION
(A DELAWARE CORPORATION)
PO BOX 6916, CLEVELAND OH 44101, (800) 695-9873
77,re Company You Keep
Fe~12.2004
ROGER B IRWIN
IRWIN & MCKNIGHT
60 WEST POMFRET ST
CARLISLE PA 17013-3222
Re: Cordelia Neiuz
Policy: NP479569
I am pleased to respond to your request for tax information on the above noted annuity. As a 712 is not
applicable to a contract other thau life inmmmce, the following information should be of assistance to
you.
Issue Date for Annuity N-P479569 - September 9, 1985
Date of death value - $1,811.23
I hope that thi.~ information is of assistance to, you. J. fyou have any questions, please feel free to contact
mc.
Sincerely,
Donna Shoop, ACS
Consultant 1
Cleveland Service Center
Cc: file
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Donald E. Kehler and Carol Lengel
being duly sworn according to law, deposes and says fhaf they are the Executors
of the Estate of Cordelia M. Neitz
late of __ ___t.h~ Bpro_uB~h_of Carli~s_le _ , Cumberland County, Pa., deceased and ~hef ~he
within is an inventory made by Donald E. Kehler and Carol Len_gel .., the said Executors
of %he ant;re estate of sa;d decedent, cons;sting of ~1 +he persone~ property and rea~ estate, except real estate outside
the Commonwealth of Pennsylvania, end ~haf the figures opposite each ;fern of fha Inventory represent it's fa;r value
as of +he date of decedenf's death.
Date of Death
Sworn and subscribed before me,
~ ~ayhof February, / 2004
............ I "1 ..... NIA
Oa~de Bom, Cumbe~ Coun~
~~ ~~. ~4,
~, P~a ~a~ ~ ~
26
Day
Donald E. ~e~-]'~r, Executor
17 Second Street
H~ighspire, PA 17034
6215 Elaine Avenue
Harrisburg, PA 17112
11 2003
Month
INSTRUC:TIONS
I. An inventory must be filed within three months after appoFnfment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as fo personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
o
z
~' z
Z 0 c~
~ ~ Z
O
O
Inventory of the real and personal estate of
CORDELIA M. NEITZ
deceased
1. 5,239 shares Community Banks, Inc. - Traded on NYSE - Common ........
2. 1,514 shares Legg Mason Wood Walker, Inc. - Community Banks, Inc .......
3. Citizens Bank - Time Deposit Account .....................
4. Citizens Bank - Time Deposit Account .....................
5. Citizens Bank - Checking Account .......................
6. Legg Mason Wood Walker, Inc. - Cash Management Account ............
7. M&T Bank - Savings Account ..........................
8. M&T Bank - Checking Account .........................
TOTAL ...............
205,264 02
59,318 52
5,139 03
5,111 49
10,024 48
15,842 16
14,965 42
6,056 08
321,721 20
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 O03601
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
........ ford
ESTATE INFORMATION: SSN: 108-26-8997
FILE NUMBER: 2103- 1061
DECEDENT NAME: NEITZ CORDELIA M
DATE OF PAYMENT: 02/25/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 1 1/26/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $44,010.26
REMARKS:
ROGER B IRWIN, ESQ
CHECK//020830
SEAL
TOTAL AMOUNT PAID:
$44,010.26
INITIALS: AC
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DTVTSTON
DEPT. 180601
HARRTSBURG, PA 17118-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RE¥-1547 EX &FP (01-05)
'04 FkPR 14
ROGER B IRWIN ESQ
IRWIN & HCKNIGHT
60 W POMFRET ST ~!~:
CARLISLE PA l~ll~b:: -
DATE 04-12-200~
ESTATE OF NEITZ
DATE OF DEATH 11-26-2005
FILE NUHBER 21 0~-106!
COUNTY CUMBERLAND
ACM 101
Amoun~ Remi*~ad
CORDELIA M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO.'
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS L]:NE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOT/CE OF INHERITANCE TAX APPRA]:SEMENT, ALLOWANCE OR
D];SALLOWANCE OF DEDUCT:iONS AND ASSESSMENT OF TAX
ESTATE OF NEITZ CORDELIA MF]:LE NO. 21 03-1061 ACM 101 DATE 0~-12-200~
TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATION CONCERN]:NG 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)
$. Closely Held S~ock/Par~nership In~eres~ (Schedule C) ($)
~. Hor~gages/No~es Receivable (Schedule D) (~)
5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) (5)
6. Jointly Owned Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~el Asse~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Cos~s/Hisc. Expanses (Schedule H) (9)
10. Deb~s/Hor~gage Liabili*ias/Liens (Schedule Z) (10)
11. To,al Deductions
12. Ne~ VeXue of Tax Ra~urn
15.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Ne~ Value of Es~a~e Subjec~ ~o Tax
.0O
26q~582.5~
.00
.O0
57~158.66
.00
1~811 .IS
16,662.~,8
26.00
NOTE: To insure proper
credt~ ~o your account,
sub, i~ ~ha upper portion
of ~his fore w~h your
~ax payment.
NOTE:
$Z3,532.~3
(11) lq. 68,8. ~8
(12) 308,8~3.95
(13) . O0
(lq) 308,8~3.95
Zf an assessment was lssued previously, 11nas 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
18 and 19 will
(15) .00 x O0 = .00
(16) .00 X 0~5 = .00
(17) .00 x 12 = .00
(1e) $08,8~3.95 x 15 : ~.6,$Z6.59
(19)= ~.6,326.59
ASSESSMENT OF TAX:
15. Amoun~ of Line 1~ a~ Spousal ra~a
16. Amoun~ of Line lq ~axable a~ Lineal/Class A ra~e
17. Amoun~ of Line 1~ a~ Sibling ra~e
18. Amoun~ of Line lq ~axabla a~ Collateral/Class B re~e
19. Principal Tax Due
TAX CREDITS:
PAYHENT RECE/P1 DISCOUNT (+)
DATE NUHBER INTEREST/PEN PAID (-)
0Z-25-200~ CD005601 2,516.$$
IF PAID AFTER DATE INDZCATED, SEE REVERSE
FOR CALCULATION OF ADDZT/ONAL INTEREST.
AHOUNT PAID
~,010.26
TOTAL TAX CREDIT J ~6,326.59
BALANCE OF TAX DUEJ .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE ~S LESS THAN $1, NO PAYMENT IS REQUIRED.
1F TOTAL DUE ZS REFLECTED AS A "CREDIT' {CR), YOU HAY BE DUE
A REFUND. SEE REVERSE S/DE OF THIS FORH FOR INSTRUCT/ONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the 1aclu1 Class B (collateral) rate on any such future interest.
To ~ulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S.
Section 91~0).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit, ehich was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office
of the Register of Hills, any of the Z$ Revenue District Offices, or by calling the special Zq-haur
ansaering service for fores ordering: 1-800-36Z-Z050; services for taxpayers eith special hearing and / or
speaking needs: 1-800-q~7-3010 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance oF deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81011, Harrisburg, PA 17118-1011, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in eriting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviee Unit, Oept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-lSD1) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SX) discount of
the tax paid is allowed.
The 151 tax amnesty non-participationpenalty 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-participation
penalty is appealable in the same manner and in the the same time per[od 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 end one (1) day from the date of
death, to the date of payment. Taxes ehich became delinquent before January 1, 1981 bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which mill vary from calendar year to calendar year eith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z00~ are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 201 .o00sq8 ~J~'~-1991 111 .000301 ~ 9X .0002~7
1983 161 .000~38 1991 91 .OOOZq7 ZOOZ 61 .OOO16q
198q 112 .000301 1993-199q 71 ,000192 2003 51 .000137
1985 131 .000356 1995-1998 91 .0001~7 ZO0~ ~Z .000110
1986 101 .00017~ 1999 71 .000192
1987 101 .00017~ ZOO0 71 .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.! 2
Name of Decedent:
CORDELIA M. NEITZ
Date of Death:
NOVEMBER 26, 2003
No. 21-03-1061
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: X 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:
a. Did the personal representative file a final account with the Court?
~ Yes X 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? X Yes No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
08/13/2004
IRWIN & McKNIGHT
Roger B. Irwin, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
Capacity:
X
Personal Representative
Counsel for Personal Representative