HomeMy WebLinkAbout02-0400
PETITION FOR PROBATE and GRANT OF LETTERS
~o.dE;...o- h). .(,€~bY No. 2/- 02 - 400
To:
Estate of
also known as
Register of Wills for the
Deceased. County of CUMBERLAND in the
Social Security No. / ~S- 61- 90'(1 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut..; ~
in the last will of the above decedent, dated bi; l!. ~, .. -- 4 (...
and codicil(s) dated
named
, 19L:t---
(state relevant circumstances. e.g. renunciation. death of executor, etc.)
.Decendent was domiciled at death in t..t/WJ6Bitl..A .....i'i)ounty, Pennsylvania, with
hI ( last family or principal residence at ~ u/JH:.LI!;Y btt? ~ S:"NJ.-f~ t"H'lIft-
Jj..(IT: ~~.I{Y ML'~N.JIJA//t'r,6Vti{G -.l'A ,':Ja;r.;:- }.>.-tlr"~ "TU.;J,d
, . ,
(list street, number and muncipality)
Decendent, then 87 years of age, died 1114/fl!..H- IJI.... , ~:t- ,
at 1Je. T"fI?4^lY I'JLi.4-'-JI: A/i!l4-r.ov~ ,"';p'l/;::O .
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:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$
$ ~ 4S q'7~. "
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron.
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF CUMBERLAND S8
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed . )d. ~~t ACt fi..../~.....) '"
before me this 17th day of ~.
RI 200 "
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01
MAR C LEWIS Register ~
IlSg-/r
No. :2./-02-1./00
Estate of ROBERT M LEEDY
, .Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW APRIL 19r;" 2002 ~_. 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 12-3- 1997
described therein be admitted to probate and filed of record as the last will of ROBERT M LEEDY
and Letters
are hereby granted to
TESTAMENTARY
SUSAN CRISPEN
~ (JS{},,~~ii~
.J Y 1 LEWI3>.egister of willi
FEES
Probate, Letters, Etc. ......... $ 235.00
Short Certificates( ).......... $ ,
Renuncit~r~' rc;g~~"""" ~ i:gg
TOtXlL $ 5.00
4-19-2002 - 62O'?'L'O
AITORNEY (Sup. Ct. J.D. No.)
ADDRESS
Filed
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1'1115 IS to cerrity that the information here given is correctly copied from an original certificate of death duly filed with me as
Local R:gistrar. The original certificate will he forwarded to rhe State Vital Records Office for permanent filtng.
WARNING: It is illegal to duplicate this copy by photostat or photograph"
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RENUNCIATION
21-0:2.-"/00
In Re Estate of .f? (}.6 I! R-r- II? , J... Sf! by
deceased.
To the Register of Wills of C cJ 1tJ.6 J& Ii LA w h
County, Pennsylvania.
The undersigned
tu; -P-e. O~
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
..-rES f'/r Il1I!J.. w-r;A 0/
be issued to ...s vSA )0/ (! ~ J,S p.(': V
WITNESS
hand this
day of
,19_.
~4.A Alj~.{ ~ ;(tlJ11 -
(Signature) -;::? O. q..
~~r ulEAL&Y )-,Jf), l!JermN'}/tWrt
L'l -^"'".. (Address)
'77""'. ....,~ tt r-
hi. (/#,4A1'1tLS'td",,tfG, p~ /?d";:"~
(Signature)
(Address)
(Signature)
(Address)
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DURABLE POWER OF AITORNEY
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LVOIX ALL MEN BY THESE PRESENTS:
: h,\! ' GERALDINE P. LEEDY of MECHANICSBURG, PA, have made,
nst " and appoltlted, and by these presents do make, constitute and appomt
';i,'S\:": CRISPEN of HARRISBURG, PA, to be my attorney-in-fact, for me and in
"'" "'.ll c'c' ,Ind on my behalf:
GS'.w;r;iLGrant of Broad Powers
\ h ,\t,rnev is hereby given the fullest possible power to act on my behalf to transact
hUSlCW" .md \0 make, execute, and acknowledge all agreements, contacts, orders, deeds,
-!'ItJnf," Clssurances, and instruments; for any matter, with the same powers and for all
',wp, ",', "ith the same validity, as I could, if personally present.
:112\:J;iliJ:.....P.owers Included in General Powers
\\' \t hO.Jt limiting the general powers hereby already conferred, my Attorney shall have
: h, f"ii'o'lIlg specific powers which are included in the foregoing general power:
..
flANKING AND FINANCIAL INSTITUTIONS; GENERAL FINANCIAL
POWERS.
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To deposit any funds received for me in my accounts in such bank or trust
company or other depository as my Attorney may select, either in my
name or in my Attorney's name as attorney-in-fact.
To WIthdraw from and to draw any check or other draft against any
moneys for me at any bank, savings fund, or other place of deposit,
whether such account was created by me or my Attorney.
To endorse notes, checks, and other instruments which may require my
endorsement.
h
(d"
To pay all debts now or hereafter incurred by me.
To borrow money and to mortgage or pledge any property, real or
personal, now or hereafter owned by me as security therefore and to satisfy
of record any indentures of mortgage now or hereafter standing in my
name or acquired for my account.
To have access to any safe deposit box standing in my name or in my
Attorney's name for me, and to add to or remove the contents of such
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~ To transact any and all business for me with any bank, trust company, or
nhee depository.
1
2. STOCKS, BONDS, SECURITIES AND INVESTMENTS
(a) To sell, exchange, pledge, assign, transfer, and deliver to any person, at my
Attorney's discretion, all or any part of any stocks, bonds, notes,
mortgages, interests in partnerships or other securities, and any and all
personal property standing in my name or belonging to me, or over which
I may have any power or control. To make, execute, and deliver on my
behalf all necessary deeds, assignments, or transfers.
(b) To register any or all of my securities in my Attorney's name as attorney-
in-fact for me.
(c) To vote my securities in person or by proxy.
(d) To transact all business in relation to any stocks, bonds, securities or
other property in the nature thereof; to deposit the same under agreements
of deposit; to participate in any plan of lease, mortgage, merger,
consolidation, exchange, reorganization, recapitalization, liquidation,
receivership, or foreclosure with respect thereto; to exercise any rights to
subscribe to new issues thereof; and generally to exercise all rights of
management and ownership with respect thereto.
(e) To invest in any form of property, all funds and securities held or received
for my account, keeping such cash reserves as, in my Attorney's discretion,
are necessary or desirable to meet conditions as they may exist from time
to time. In the exercise of this power, my Attorney's discretion appears to
be prudent investments, and my Attorney shall not be liable to me for any
error of judgment in the making or continuing of any investment.
3. REAL ESTATE
(a) To sell, exchange, pledge, assign, transfer, and deliver to any person, at my
Attorney's discretion, all or any part of my real property standing in my
name or belonging to me, or over which I have any power or control.
(b) To make, execute, and deliver on my behalf all necessary deeds,
assignments, or transfers.
(c) To operate real property, separately or jointly with others.
(d) To lease for any term any real property and to vary the terms, including
rent payable, of any lease.
(e) To alter, repair, improve, mortgage, divide, exchange, join in the partition
of, or give options with respect to, real property.
(f) To buy in at judicial sale any property on which I hold a mortgage.
(g) To transact all business and to exercise all rights of management and
ownership relating to real property.
2
4. CLAIMS, LAWSUITS, COMPROMISE AND MISCELLANEOUS
POWERS.
(a) To demand, sue for, levy, collect, and give proper receipts for all sums of
money or property now or which may hereafter become due me from any
source whatsoever, including all estates or trusts, proceeds of insurance
policies, or other property of any kind whatsoever.
(b) To join with other parties in the compromise or settlement of any claims.
(c) To make, negotiate, sign, and perform any and all agreements and contracts
now in course of negotiation, execution, and settlement by me, or which
may hereafter in the opinion of my Attorney be to my interest or
advantage; to effect, procure, and continue insurance of any and every
kind and description; and with full power and authority to manage any real
and personal property and conduct my affairs generally.
(d) To employ attorneys at law and such other agents, employees or
representatives as my Attorney may think proper, and to pay any claims,
fees, expenses, wages, demands, or obligations for which I may now be or
may hereafter become liable.
5. BENEFIT PLANS.
"
To apply for and receive any government, insurance, and retirement benefits to which I
may be entitled and to exercise any right to elect benefits or payment options; to
terminate, to change beneficiaries or ownership, to assign rights, to borrow or receive
cash value in return for the surrender of any or all rights I may have in life insurance
policies or benefits; annuity policies, plans or benefits; mutual fund and other dividend
Investment plans; and retirement, profit sharing, and employee welfare plans and
benefits.
;
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6. TAX MATTERS
To prepare, execute, and file in my behalf and in my name any and all income tax
declarations and returns, and any other tax returns and reports (including , but not
limited to, protests, claims, elections, consents, closing agreements, waivers of statutes of
limitations, and extensions), and to represent me before the Internal Revenue Service or
Treasury Department and any state
or local taxing authority with respect to any claim or proceeding having to do with my
tax liabilities, federal, state, or local, for any and all years.
7. POWER TO DELEGATE
To substitute one or more attorney or attorneys under my Attorney to carry out any of
the general or specific powers hereby granted.
3
8. SPECIFIC FINANCIAL POWERS DEFINED BY STATUTE
The following powers are granted pursuant to Chapter 56 of the Pennsylvania Probate
Estates and Fiduciaries Code, as further defined therein:
(a) To make gifts. My Attorney may make gifts on my behalf to any donee
and in such amounts as my Attorney may decide and such gifts may be
made either outright or in trust. In the case of minors, such gifts may be
made in trust or in accordance with the Uniform Gifts To Minors Act. In
the case of trusts, my Attorney may execute a trust agreement for such
purpose designation one or more persons (including my Attorney) as
original or successor trustees, or may make additions to any existing trust.
My Attorney need not treat the donees equally or proportionately and may
entirely exclude one or more permissible donees and the pattern followed
on the occasion of any such gift or gifts need not be followed on the
occasion of any other gift or gifts.
To create a trust for my benefit.
To make additions to an existing trust for my benefit.
To claim an elective share of the estate of my deceased spouse.
To disclaim any interest in property.
To renounce fiduciary positions.
To withdraw and receive the income or corpus of a trust.
~~,~.,.._..-
(b)
(c)
(d)
(e)
(f)
(g)
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Duration of Power. Relief From Liability. Revocation
3.
This power shall not expire by reason of lapse of time.
r hereby ratify and confirm all that each Attorney acting hereunder shall do
or cause to be done under this Durable Power of Attorney. r specifically
direct that such Attorney shall not be subject to any liability by reason for
any of such Attorney's decisions, acts, or failures to act, all of which shall
be conclusive and binding upon me, my personal representatives, heirs,
and assigns. Furthermore, except in the case of malfeasance of office, r
agree to indemnify such Attorney, and hold such Attorney harmless, from
all claims that may be made against such Attorney as a result of such
Attorney's service hereunder and r hereby agree to reimburse such
Attorney in the amount of any damages, costs, and expenses that may be
incurred as a result of any such claim.
This Power of Attorney shall be revoked by my giving to such Attorney
hereunder written notification of the revocation, which notice shall not be
considered binding unless actually received.
4
MY ATTORNEY SHALL ALSO HAVE THE FOLLOWING POWERS.
1. To ask, demand, recover, and receive all and any sums of money, debts and
rents due or payable, coming or belonging to me, from any person, firm,
corporation or legal entity whatsoever, including the Commonwealth of
Pennsylvania, the United States of America, the Social Security
Administration and any other agency of the State of Pennsylvania or of the
United States of America.
To enter any safe deposit box which I am renter in my own right or jointly
with others.
To deposit funds in and withdraw funds from any account that I may have
in any bank, trust company, mutual savings account bank or savings and
loan association, including accounts I may hold jointly with other persons,
or to deposit funds in and withdraw funds from any account in any
financial institution which my said Attorney may create for that purpose.
To endorse notes, checks, drafts, and bills of exchange which may require
my endorsement for deposit, for cashing or for collection.
To sell, transfer or assign any personal property, stock, bond or other
security or evidence of debt of which I am now possessed or in which I
may now have or hereafter acquire an interest in and to execute any and all
instruments necessary to make such sale, transfer or assignment.
2.
3.
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4.
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POWERS
5.
6.
To incur and pay any expense of keeping any real estate I may own or have
an interest in, or may hereafter acquire, in good order and repair, and to
pay all taxes and other expenses necessary to keep and maintain my said
real estate; to lease all or parts of my real estate; and to borrow on the
security of said real estate and give a mortgage to secure such loan; to sell
any part or all of my said real estate for such price and to such purchaser as
my attorney-in-fact shall deem advantageous; and to make, execute,
acknowledge and deliver such deed mortgage or other instrument as shall
be required to carry out this power.
To borrow money for my account and upon the security of my estate and
to pledge and hypothecate as security for such loan or loans any or all of
my property and estate, and to execute, acknowledge and deliver to the
lender or lenders such notes, bonds and assignments as my said Attorney
may deem necessary or advisable for such purposes.
To invest any funds received by my said Attorney as may be deemed
proper for such investment, in the exercise of prudent judgment, in said
Attorney's absolute and sole discretion.
7.
8.
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9.
10.
11.
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12.
In the absolute discretion of my said Attorney, to apply any principal and
income to the payment of the cost of my maintenance and care, in any
hospital, nursing home, public or private institution, or at my residence,
and to the payment of any medical, surgical, dental or nursing care which
may be or is required for me.
In addition to the powers and directions herein specifically given and
conferred, my said Attorney shall have full power, right and authority to
do, perform and cause to be done and performed any and all acts, deeds,
matters and things in connection with any property and estate owned by
me or in reasonable, necessary and proper as fully, effectively and
absolutely as if my said Attorney were the absolute owner and possessor
thereof.
This Power Of Attorney shall not be affected by my disability or
incapacity, physical or mental, but the authority hereby conferred shall be
exercised by said Attorney, notwithstanding my disability or incapacity.
I grant to my said Attorney, power and authority to make and substitute in
and concerning the premises and attorney or attorneys under and the same
to revoke.
If more than one person is named above as my Attorney, each person
named may act alone, on one signature, without consultation with the
others.
I give and grant unto my said Attorney, or any substitute or substitutes,
full power and authority to do and necessary to do be done in and about
the premises, as fully to all intents and purposes as I might or could do if
personally present; hereby ratifying and confirming all that the said
Attorney, or any substitute or substitutes, shall lawfully do or cause to be
done therein by virtue of these presents.
13.
14.
IN WITNESS WHEREOF, and intending to be legally bound, I have hereunto set my
hand and seal this ~day of December, 1997.
;P-1 QU~A~_ji~tift o~
GERALDINEP. DY
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COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND
On this, the ~ day of December , A.D., 1997, before me, the undersigned officer,
personally appeared GERALDINE P. I.EEDY known to me (or satisfactorily proven)
to be the person whose name is subscribed to the within instrument, and acknowledge
that this person executed the same for the purpose therein contained.
IN WITNESS WHEREOF I HEREUNTO SET MY HAND AND OFFICIAL
SEAL:
NOTARY PUBLIC
NOTARIAL SEAL
ATTORNEY JAMES M. BACH, Notary Public
Cumberland County
My ComnlleslOn Expires May 13. 1999
7
.., '-~' ""'~"'.-,~."""~~,.~,,
I, ROBERT M. LEEDY of the TOWNSHIP of LOWER ALLEN, COUNTY
of CUMBERLAND, COMMONWEALTH of PENNSYLVANIA, being in
good bodily health and of sound and disposing mind and memory, and not acting
under duress, menace, fraud, or undue influence of any person whomsoever, merely
calling to mind the frailty of human life, and being desirous of disposing my
worldly goods while I have the strength and capacity so to do, I do make, publish
and declare this my LAST WILL AND TESTAMENT. I hereby revoke, cancel
and annul all my former Wills and Testaments, including codicils thereto, by me at
any time made, and declare this alone to be my LAST WILL AND TESTAMENT.
AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME
WITH IN THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS,
VIZ:
ITEM 1. I direct that my Executors hereinafter named, pay and discharge all of
my just debts, funeral and testamentary expenses.
ITEM 2.
I order and direct that I be buried in a lot which I own situate at the
Harrisburg East Cemetery, Harrisburg, PA.
ITEM 3. All the rest, residue and remainder of my entire estate, wheresoever
situate, and whatsoever it may consist of, I give, devise, and bequeath, absolutely,
and in fee, to my dearly beloved Wife, GERALDINE P. LEEDY. In the event that
my dearly beloved Wife, GERALDINE P. LEEDY, dies with me in a simultaneous
disaster, or fails to survive my death by thirty (30) days, then I give, devise, and
bequeath, my entire estate, wheresoever situate, and whatsoever it may consist of,
as follows:
A. I give, devise, and bequeath any and all Harris Financial stock that I
own at the time of my death to MATTHEW J. COW AN, per stirpes. In the event
that Harris Financial stock changes its name, then of course this request will go to
the successor stock company as well.
B. I give, devise, and bequeath sixty percent (6~~o of my net residuary
estate to SUSAN CRISPEN, per stirpes. ~
ROBERTM.LEE~Y ~
Page 1 of 3
-
C. I give, devise, and bequeath forty percent (40%) of my net residuary
estate to JOSEPH BANKS SHEESLEY, per stirpes.
ITEM 4. I nominate and appoint GERALDINE P. LEEDY as Executrix of
this my LAST WILL and TEST AMENT. Should the Executrix named fail to
qualify or cease to act as Executrix then I appoint SUSAN CRISPEN as Executrix
in her stead.
ITEM 5. I hereby direct that all my personal representatives, as well as their
successors, shall not be required to give bond for the faithful performance of their
duties in any jurisdiction.
ITEM 6. I order and direct that my Personal Representative(s) named herein
use the legal services of JAMES M. BACH, as Attorney for my Estate.
ITEM 7. I direct that all estate, succession, legacy, inheritance or other transfer
taxes, however designated that shall become payable by reason of my death in
respect of all property comprising my gross estate for tax purposes, whether or not
such property passes under this LAST WILL, shall be paid by my Executrix out of
my residuary estate.
ITEM &. I grant to my personal representatives herein named, in addition to,
but not in limitation of those powers vested by law, to be exercised without prior
application to or approval of any court, the power and authority to retain
indefinitely any property, to invest and reinvest any assets or the proceeds derived
from the sale of assets, although said investments may not be of the character
prescribed by law, to sell, convey, assign, transfer and encumber any property, to
pay, settle or compromise all claims, to make distribution or divisions in cash or in
kind, and in general to exercise all powers in the management of any property
hereunder which any individual could exercise in the management of similar
property owned in his own right, and to execute and deliver any and all instruments
and to do all acts which may be deemed necessary and proper.
~>>1- L:
ROBERT M. LEEDY~
WITNESS~~
WITNESS~ U. [~
ISA M. W ADGE
=========-==========END====================
Page 2 of 3
ACKNOWT .F.DGMENT
COMMONWEALTH OF PENNSYLVANIA )
) ss
COUNTY OF CUMBERLAND )
I, ROBERT M. LEEDY, the TESTATOR, whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my LAST WILL;
that I signed it willingly; and that I signed it as my free and voluntary act for the
purpose therein expressed.
Sworn to or affirmed and acknowledged before me, by: ROBERT M. LEEDY, the
TFSTATOR ili""'d.~;~ ~.
ROBER M. LEEDY ~
ATTORNEY J~~?S RIAL, SEAL
M. S"CH Nola
MYCom CUmberlandCou~ty ryPubllc
mISSIon Expires M
ay 13, IIl99
~
J M. BACH, ESQUIRE
NOTARY PUBLIC
Mechanicsburg, PA 17055
My Commission Expires: 05/13/99
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA)
) ss
COUNTY OF CUMBERLAND )
We, JOHN NUGENT and LISA M. WADGE, the witnesses whose
names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw TESTATOR
sign and execute the instrument as his LAST WILL; that the TESTATOR signed
willingly and that he executed it as his free and voluntary act for the purpose
therein expressed; that each witness in the hearing and sight of the TESTATOR
signed the WILL as witnesses; and that, to the best of our knowledge, the
TESTATOR was, at the time, 1& or more years of age, of sound mind and under no
constraint or undue influence.
Sworn to or affirmed and acknowledged before me, by: JOHN NUGENT and
LISA M. W ADGE, witnesses, this~ day of Dece~ n .
WITNESS~?(; :::r WITNESS I U U*
o ENT LISA M. W ADGE
---- ~
ATTORNEY J~~I~RIAL SEAL ES M. BACH, ESQUIRE
M Cumb:rl~~~~~~' ~otary PUblic NOTARY PUBLIC
YCOmmISSjOnExPira.M~YI3, 1999 Mechanicsburg, PA 17055
My Commission Expires: 05/13/99
---...
Page 3 of 3
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co.o.w*** REV-1500 OFFICIAL USE ONLY
PENNSYLVANIA
DEPARTME 'OF INHERIT CE RETURN
DEPT. 28~01
RESIDENT DECEDENT
HARRISBURG.
PA
17128~601
DECEDENTS ~ME (~ST. FIRST, ~D MIDDLE INIT~) SOC~ SECUR~ NUMBER
~ggD~, RO~R~, ~ ~95-07-9080
DATE ~ D~TH (M~DD-~R) DA~ OF BIR~ (MM-DD-~) ~IS ~ MU~ BE FIL~ IN ~PM~ ~ ~E
REGISTER OF ~LLS
o3/~2/2oo2 ~o/2s/~1~
(~F ~UC~LE) SU.W~.~ S.OU~'S.~E (~ST, mST, ~D M~DD~ ~.~)
~g~D~, G~D[~, ~ ~ ~
~ 1. OriginalRe~rn ~ 2. Sup~ementaRe~rn ~ 3. Remai~erRe~rn(~edd~h~to~2.~)
~ 4. Umi~dEs~te ~ 4a. Fu~mlnterest~mpromi~(d~edd~e~2.~2-~) ~ 5. F~eralEs~T~Re~mR~uir~
~ 6. D~entDiedTes~(A~of~ ~ 7. D~Main~in~a~Tmst(~dT~) 8. T~lNumb~d~eDe~sit~xes
~ 9. L~ga~onPr~sR~iv~ ~ 10. Sp~s~P~it(~a,~d~h~2-3~-91~-~-~) ~ 11. El~on~u~.9113(A)(A~o)
N~E COM~ ~LING ~DRESS
ROB~R~ A RO~O, C~A AlS ~A~O~Y[g~D RO~
FIRM NAME 0f
~LEPHONE NUMBER
717-76[-7910
1. Rea Es~ (~duleN (1) OFFICIAL USE ONLY
2. ~ a~ ~nds (~dule B) (2) ~, 2 7 ~. 0 0
3. Q~ly Held C~m. Pa~rship ~ S~Proprie~hip (3)
4. Mo~gag~ & N~ R~le (~ule D) (4)
5. Cash. Bank ~posi~ & Ui~ella~s Per~ ~e~ (5) ': ~ ~ ~ ' '~ '~
6. J~n~y ~ ~ope~ (~ule F) (6)
~ Sep~ate Billing R~uest~ · '-,
7. Int~-~s Transfers & Miscella~s N~e ~e~ (7)
(~hedule G ~ L)
8. T~I G~ ~s (t~l ~ 1- ~ (8) A, 2 7 ~. 0 0
9. Fu~ral ~ens~ & ~minisEative Cm~ (~ule H) (9)
10. Deb~ d D~e~. M~gage Liabil~ies. & ~ens (~hedule I) (10)
11. TMal ~u~i~s (t~l Li~s 9 & 10) (11)
12. NM~lmd~e(Li~Sminus~ 11) (12) A, ~7[. O0
13. Ch~i~ble and G~ernmen~ ~u~S~ 9113 Trusb ~ which an el~n to ~ has n~ b~n (13)
made (~ule J)
14. NM VM~ ~bj~ to T~ (B~ 12 mires ~ 13) (14) ~, 2 7 1.0 0
~E IN~U~S F~ ~PLI~LE ~S
15. ~nt ~ Line 14 t~ble ~ ~ s~ ~
~,~ansf~sund~.9116(a)(1.2) A, 27[. 00 X .0~ (15) 0.00
16. ~nt d Line 14 ~le a Ii,al rae x .0 ~ (16)
17. ~nt~ne 14 ~leasibling m~ X .12 (1~
18. Am~nt d ~ne 14 ~le at call,emi rate X .15 (18)
19. T~ Due (19) O 0 0
~. ~ I c"~~i~'~°u ~"~ES~i~:~u"~o~
S'IF PA42021F.1
Decedent's Complete Address:
I STREET ADDRESS BETHANY VILLAGE
325 WESLEY DRIVE #3328
C~Y MECHANiOSBURG I STATE pA I ZIP 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. interest
E. Penalty
Total InterestJPenalty (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) 0.0 0
5. If Line 1 4- Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.0 0
A. Enter the interest on the tax due. (5A)
B. Enter the total of Une 5 4- 5A. This is the BALANCE DUE. (5B) 0.0 0
Make Check Payable to: REGISTER OF IMLLS, 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; ........................................ [] []
b. retain the fight 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 properly 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 b'ue, 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 RESP..ONSIBLE FOR FILING RETURN DATE /
ADDRESS / "
325 WESLEY DRIVE, MECHANICSBURG, PA 17055
SIGNATURE O.F/PI~P~A.RER OTHER I REPR~;~ENTATIVE DATE
/
ADDRESS
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate im posed 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 suMving spouse is 0% [72 RS. §9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutonj 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 nat 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 t~< 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 t~< rate im posed 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.
S'fF PA42021F.2
REV-1503 EX + (1-97) (I)
I
SCHEDULE B
CC~MO.VV~T. OFPE.,S~LV^.~ STOCKS & BONDS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ROBERT M. LEEDY
NI property jointly-owned with the right of suwivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 134 SHARES METLIFE 4,271
TOTAL (Also enter on line 2, Recapitulation) $ 4,2 ? 1.0 0
(If more space is needed, insert additional sheets of the same size)
S'fF PA42021F.4
I
REV-1513 EX + (9-00) I
SCHEDULE J
COM.O"WE LT"OFPE""S VA" BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ROBERT M LEEDY ~! - O;l-°~4°°
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
GERALDINE P. LEEDY
1.
325 WESLEY DRIVE
MECHANICSBURG, PA 17055 SPOUSE 4,271
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
H. 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 U - 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)
STF PA42021F.14
J
CERTIFICATION OF NOTICE UNDER RULE 5.6Ia)
Date of Death:
f{ol3c~ ti}, L15l2qY
frJJ4A.eH 1.1/~~
Name of Decedent:
Will No.
Admin. No. j., OO:? - (DO <:./ f) /)
.#. / 0:2. - CJ-<f{o 0
To the Register:
I certify that notice of (beneficial interest) estate administration 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 1'I1f1lltJ-J. ~. .1..00 tL :
/
Name
Address
@EI{.J!LbINC
Lt.€ bY
3~.? l(}ESL k)/ M.
!'1JE{f,rj-'!A//t'S'L5t/.(l&,4I _
I /'?tb-'
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
N/4
Date:
7/ d>J oL
, I
n,:. u'"
Signature ~A, ~
Name -S r.I~ilfl} /;, (f1(1!;A:::/i/
Address 4Joo l!4ab'j v//.::rJ I>!J
;!I/;,fl-S' 6,M't'. /J1
. ,
/ll/~
~
,.".
TelephonoV'/7) !,?/;2, -....5; f I
Capacity: ~ Representative~ &~ff
_Counsel for personal representative
STATUS REPORT UNDER RULE ~. 12
No.: - No.:
'P~s~t to R~e 6.12 of~e Supreme Co~ O~h~' Co~ Rules, I repo~
foHo~g wi~ respect to completion cftc a~s~afion of~e above-captioned estate:
1. State whe~ adm~n~s~on of~e estat~ is complete:
2. ~ ~e ~wer is No, state when ~e pemon~ r~resentafive r~onably believes
~t ~e ~dm~n~afion ~ be complete:
3. ~ ~e ~er m No. 1 is Yin, s~e ~e foHo~g:
m Did ~e pemo~ ~resmmfive ~e a ~ ~o~t ~ ~e Co~?
Yes_ No ~ '
b. ~e s~atc ~' Co~ No. (ff ~y) for ~e pcrson~ r~resen~ve's
~t is: __
c. Did ~e p~o~ r~resmmfive s~e ~ ~co~t ~o~y to ~c p~es
~ ~t~? Yes~ No' ~
c. Copies ofr~eipm, zel~, jo~d~ ~d ~prov~ offo~
~o~ ~co~m ~y be ~cd ~ ~c Clerk of ~c. ~h~' Co~
~d ~y b~ a~ched to ~S repo~.
Silage
Tel~honc No.
~ Capacity: Person~ Representative
~ ,~,.: ~ Co~sel for person~ representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZB0601
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-15~7 EX AFP 112-0~1
ROBERT A RoMAKo
MCKoNLY ETAL
415~ALLoWFIELD
.... ... ":,'
'CAMP:. HILL
, ~..' )
CPA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-07-2005
LEEDY
03-12-2002
21 02-0400
CUMBERLAND
101
ROBERT
M
Allount Rellitted
RD
PA 17011
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
CUT..ALONG :TtlIS Lt_. ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
Rl:V'':f!\''f.I'.AFp..M~!''.Noi".t'cE.oF.l'N'HERi.fAircE.TAX.A.PPRA.isiy..-.rN'~..Ai:tOWANCE.Oli'......_....... ..-
2<; '-.. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEEDY ROBERT M FILE NO. 21 02-0400 ACN 101 DATE 03-07-2005
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
4.271.00
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
4.271.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/AdIl. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
Ul)
(2)
(3)
(4)
00
4.271.00
.00
4.271. 00
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
4.271. 00 X 00 =
. 00 X 045 =
.00 X 12 =
.00 X 15 =
(9)=
.00
.00
.00
.00
.00
~
TAX CDEDITS:
rATnt:nl ,,~-~.. . l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)