HomeMy WebLinkAbout02-0420
PETITION FOR PROBATE and GRANT OF LETTERS
/. ){ Y1 l~j~ i- No. ~/-o~'I~l) -
To:
Register of Wills for the) J
. Deceased. County of en r'A~,'y-ltf/yt in the
Social Security No. 3(;'0. ['-5--1 7 ~ l' Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Estate of . Cl-M pv; YI e
also known as
Your petitioner(s), who is/are 18 years of age or older an the executl'" I 7C
in the last will of the above decedent, dated CJ c -r 30)
and codicil(s) dated C>c / ~ / <;' g ?
named
,19 s---s?
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (" lA mhe r) a: VI cd County, Pennsylvania, with
hM lastfamil~orprincipalresidenceat ao:::J. M(O~~; &{h l/1'IIa.Jto,. /{;O ...{;1i- U Jk'Yt by.
_l"chtlYlllc;hu.v'j ?A 170..s..s.--..xC)/S-
/
(list street, number and muncipality)
years of age, died " v " 18 , K eX c,oOL,
'r' .. t vc cs lJrc 'J iw.tkp
Except as follows, decedent id 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:
$ /'(~' C~tJ ~ ;;tOCJ,c>oo
$
$
$
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
(testamentary; administration c.I.a.; administration d.b.n.c.l.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEA~H OJ; PF;N,YLVANIA l ss
COUNTY OF um~&?r/d.J1 J
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.
/7 A / CL~ ~
/ Z;/; ... .. /. ;//
Sworn to or affirmed and subscribed ~ t'zt ~ I ,J;- ~
be e me this 25th day of La.theh ne CeLvo/ Lre, ~. ~
r'l . l~ 2 0 ~
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No. 21-2002-420
Estate of
CATHERINE T. KNIGHT
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW April 26, 1~ 200fin consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated October 30th, 1958
described therein be admitted to probate and filed of record as the last will of
Catherine T. Kniqht
and Letters Testamentary
are hereby granted to Catherine Carol Cranley
~ .~
'. (!r~~
""",~ of WUh Mal:y C. Lewis
FEES
Probate, Letters, Etc. ......... $ 235.00
Short Certificates(4 ) . . .. . . . . .. $ 12.00
Con " lU.~U
K~ifuLrl?ctalion . ..... .......... $
x-Pages (2) 6.00
LTCP - $
j.UU
TOTAL _ $
Filed . .Ap.r:il. 2.6.,.2002...... .$268.:50..
AITORNEY (Sup. Ct. 1.0. No.)
ADDRESS
PHONE
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CALL EXErXITRIX 697-4666
a
REGISTER OF WILLS OF CUmberland COUNTY
OATH OF SUBSCRIBING WITNESS
~A.AI AJ)---r),{A-/ /e0c ~t
codicil
(each) a subscribing witness to the will- presented herewith, (each) being duly qualified according to
law, depose and say(s) that J ",,:}.L a.. ~ present and saw
the testat h .A -t ,si~n the same and that <tJ:- signed as a witness at the
request of testat~ in h JJA./ presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before ~~ 1L.f-l.-/. ..(./"/ ~tf-
me this 25th day of (Name)
'22lril ~ 1~ 200~"72~~~-'~O( J.-/X '; 'In (~ P/7
--f.]t (!. _-IYd~ (Address)
Mary c. ewis Register
(Name)
) '70 (""\
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(Address)
21-2002-420
Lf"\
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KEGIS1ER OF WILLS OF CUmberland COUNTY
1~~TH OF NON-SUBSCRIBING WITNESS
". .... r ...
.-' '-'.....
N
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that
~
-
Sworn to or affirmed and subscribed before
me this 25th day of
A ril ~
'~ A~A./.J--(J ~ ~
(Name)
7d-S" ;;~ y~ ,In ~ .P/1
(Address)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing witnes to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat ,sign the same and
request of testat in h pt
other subscribing witness(es)).
signed as a witness at the
(in the presence of each other) (in the presence of the
Sworn to or affirmed and subscribed before
me this day of
19
Register
u'~
.;
e:~'
~, ,
:V
2
21-2002-420
(Name)
(Address)
( e)
(Address
~:
- I~GIST~R OF WILLS OF ~ >'1't ~e v~ (~ x ~" COUNTY
~~ATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
1 d y/'1 familiar with the signature of ~t ~/n ~ ,
~ci
testat,_ of (one of the subscribing witnesses to) the will presented herewith and
_ codicil
that ~ believes the signature on the will is in the handwriting of
to the best of '-'n~ knowledge
helief.
Sworn to or affirmed and subscribed before
me this 25th da> of
April ~ ~ 2002
Mary l;ew~s Register
,.~ ,.^
,.~ ~~1 /Name)Q _ /}
~y~ 7 ~'C G~~1c~1 ~ l~J
(Ad ess,~
(Name)
(Address)
This is to certify that the information here given is correctly copied from an original certificate of death dul~ filed with me as
Local Rsgistrar. The original certificate will be forwarded to the State Vital Records Office for permanent Pilmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
8203984
No.
~~~M
Local R istrar
al/~ ~,;?/ dctd ~
Date
Hl0!) :43H8'" 2/87
COMMONWEALTH OF PENNS YLVANIA . DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
SfAl'E FilE NUMBER
SOCIAl SECURITY NUMBER
T'r'PE.1PRINT
IN
PERMANENT
BLACK INK
NAME OF DECEDENT {foist. MldtIe.laal
1.
AGEllastBtrtr'ooayl
SEX
~LAcE(C"y;and
'3laleOl"cteogrlCOUI'lIIYI
· Fema 1 e ..300
PlACE OF DEATH fCNlclt 0f'0Iy or>e n .... 'tl$ltucl,ons on OIhet ~
HOSPITAl:
,__0
10.
FACIlfT'Y NAME flr nollflsJ'UlOl1. OiYeSlfeet and numtlefl
:=",0
9 5 v..
COUNT"t OF OEArH
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. ...Cumberl and
DECEDENT'S uSUAl OCCUPAl'ION
{~_:O~::::t:T
. 11.. Homemak er .... Own
DECEDENT'S MAIlING AOOAESS (SIr... c~. sa... EIpCodel
100 Mt. Allen Drive
I.M e C h ani c s bur g, P a. 17055
fATHER'S NAME (FifSl. MIOdIe. Lalli
II. Alex Turnbull
IHFORMAHT'SNAUE (T~
>Go. Carol Cromle
METHOOOF DISPOSITION
...... 0 c._[ll __.....0
.....
17b.C
Home
DECEDENT'S
ACTUAL
RESIDENCE
.... -.......
onott-.SIOeI
18
2002
RACE . AlIlenCWIlncMn, ea.c.. White. lite.
,,,-,,,
,..White
SURVIVING SPOuSE
\1I.......gn41NllOen NImel
...
-
......
-'
WARlTAl STATUS - .......
,..... ManiM. w.....
--
,t. Wi dowed II.
11cKl_.__.. Upper All en
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,-
Ga.
"c. Cono1 i te Cremator
HAlE ANDAODAESSOF MClUTY
...M ers F.H. 37
lICENSE NUMBER
c~~~,~
1 b 0UE1O( AS SfOUENCEOF)
:--otJE ro-,ooASA-Co..S'OU'Nt:E-Qi ,-- -~----- ---
WERE AUlOPSV FIHOtNGS MANNER OF DEATH
MAtUdllE PRIOR 10
COWPlETlOH OF CAuSE
OF OERH'
DATE OF INJURV
(MOOIh Day, '1l8ar1
-..
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o
Pending ltt'o"SlIgation
Could noli be deI-.m1Ped
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Cl PlACE OF lNJUAV - AI home. farm. ........lactofy. ofIce
bulAding.MC_ISp.:.l'l)
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aR1If'&EIIIC"'ec...on.,.~1
.CERTIFYING PHYSICIAN (PhySlOall ('ellIlyt09 c.ausedtlealh wtl$''''lOihtII' DO'ISI(;,OjIl flds plonounCeadedltl anu com~loo lIem <:'31
To the beIIt o. ""Y kno~, death occUfncl dull 110 Ihe cau..(a) and manne,.. atated
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. PRONOUNCING AND CERTIFYlHQ PHY$K:......lf'h't'SIC1iIfl bolh ;Jf:)f1OUIOC.ng lledlh dlld certJlyoog 10 cause 01 aeam\
To ItIII ~ 01 my knowtltdg., death GeeUf'''' a. the....... cia.., and piKe, and dIM 10 .... cay..(a) and manne, aa alated.
.UEDtCAL EXAMINERJCOAONER
On the IMaia 0' a.aminatlon and/or invastigation, in my opinion, death occurred al the lima, da.a, and place. and due 10 the cauae(a) and
....nn.'.. Ilatad...... ... . ,. ,.... . , ............ ...,..... ....,... _..... ,...... ,..................................
".
kll \ I~ 11.:11
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"LSchaefferstown Pa.
E Main St MBG, Pa. 17055
OAlESKiNED
(MonI\. Day. 'llUr1
2_. 23c.
M.S CASE REFERRED TO MEDICAl E~INERK:OAONER? .
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0INr SigndIc..... condiI;onaeonulbulingtodealtl._
....t.wIingiR.. ~~.,..... PNn I
TIME OF IKJUAY
tNJUAV iii WORk?
OESCRt8E HOW INJURY OCCURRED.
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CODICIL
TO THE LAST WILL AND TESTAMENT
OF
CATHERINE T. KNIGHT
21-2002-420
I Catherine T. Knight of Cumberland County, Pennsylvania,
having made my last will and testament dated the 30th day of
October 1958, do hereby make publish and declare this to be a
codicil to my last will and testament.
First:
Whereas in my last will and testament I appointed
my husband Charles W. Knight Executor thereunder, and whereas
my daughters Catherine Carol Cromley, and Merna Hawk have both
become of legal age, I appoint my daughter Catherine Carol
Cromley as Executrix, in place of Charles W. Knight. In the
event that Catherine Carol Cromley fails to qualify or fails to
serve, I appoint my daughter Merna Hawk as the substitute
Executrix. I further direct that neither shall be required to
enter
any
bond or other security in this or any other
jurisdiction, any law to the contrary notwithstanding.
Second: I revoke the "Third" section of my last will and
testament.
Third:
I hereby ratify and confirm my said last will and
testament except in so far as any part thereof is revoked or
modified by this codicil.
In witness whereof, I Catherine T. Knight, have to this a
codicil to my last will and testament dated the 30th day of
October 1958 have subscribed my name and set my seal this
day of
~J1t- :2-1987.
Catherine T. Knight
Subscribed and sealed by the Testator in the presence of us and
of each of us, and at the time published, declared and
acknowledged by her to us to be a Codicil to her last will and
testament dated the 30th day of October 1958, and thereupon we,
at the request of the said Testator, and in her presence and in
the presence of each/other, have hereunto subscribed our names
as witnesses this ~Mt'/ day of ~ 198~
~.J.I.'7,(/Jz:J"h) ~ 7:J.~- ~d!fF~d~.
)2L/~i-?'/e'VJd~/< ~ tfiL..
eLIlL'>t - ~
705' #t~
~ q.L.L .A_~.L /d~
~
v=?"-'
1East lUiU attb Q[tttlattttttt
c1/-0;1-9;JO
of
CATHERINE T.. KNIGHr
I, CATHERINE T.. KNIGHr, of Ownberland County,
Pennsylvania, being of sound and disposing mind, memory
and understanding, do hereby make, publish and declare
this as and for my Last Will and Testament hereby re-
voking any and all wills and/or codicils heretofore made
by me.
FIRST: I hereby direct my Executor, hereinafter
named, to pay all my just debts, funeral expenses and
expenses of the administration of my estate as soon as
convenient after my decease.
SECOND: All the rest, residue and remainder of my
estate, real, personal and mixed, of whatsoever nature
and wheresoever situate, I give, devise and bequeath unto
my dear husband, Charles, absolutely. Should he fail to
survive me, or surviving, should he die so shortly after
my decease as to be unable to enjoy the benefits of my
estate, I then devise the same as follows:
(a) One-half thereof unto the first of the
following who is or are then living: my daughter, Merna
THIRD: I hereby nominate, constitute and appoint my
husband, Charles W. Knight, as Executor of this my Last Will
and Testament, or in the event of his prior decease or inability
to serve, then Donald K. Royal as Executor hereof.
IN WITNESS WHEREOF I, CATHERINE T. KNIGHT, the above
named testatrix, have to this my Last Will and Testament, set
my hand and seal, the 30 day of October, 1958.
Ie) __". 1 '--U
l"'ccf.--1eulLb~>" /'C/f
tJ- (SEAL)
Signed, sealed, published and
declared by the said Catherine
T. Knight to be her Last Will
and Testament in our presence who,
at her request and in the presence
of each other, have hereunto
signed our names as witnesses.
&-~
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a-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Catherine T. Knight
Date of Death: April 18, 2002
Will No.
21-02-0420
Admin. No. 2002-00420
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 May 13, 2002.
Name
Address
Robert D. Hawk
c/o T.L. Hawk
4289 Shelboume Lane, Columbus, OH 43220
324 N. Boundary Street, Edison, OH 43220
1183 Virginia Avenue, Columbus, OH 43212-3567
/
David L. Hawk
James M. Hawk
Carol Cromley
4467 Allgood Springs Drive, Stone Mo tain, GA 43220
/
Murrel R Walters, III, Esquire
54 East Main Street
Mechanicsburg,PA 17055
(717) 697-4650
Date: May 13, 2002
L.......;
r-.......)
Capacity: _ Personal Representative
iYl _X_Counsel for personal representative
N
9 1;-::
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WALTERS, MURREL R. III, ESQUIRE
54 EAST MAIN STREET
MECHANICSBURG, PA 17055
-------- fold
ESTATE INFORMATION: SSN: 300-05-1739
FILE NUMBER: 2102-0420
DECEDENT NAME: KNIGHT CATHERINE T
DATE OF PAYMENT: 04/24/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/18/2002
NO. CD 002485
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,043.27
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: CATHERINE CAROL CROMLEY
C/O MURREL R WALTERS III ESQ
CHECK# 97
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$3,043.27
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
CROMLEY CATHERINE CAROL
4467 ALLGOOD SPRINGS DRIVE
STONE MOUNTAIN, GA 30083
n______ fold
ESTATE INFORMATION: SSN: 300-05-1739
FILE NUMBER: 2102-0420
DECEDENT NAME: KNIGHT CATHERINE T
DA TE OF PAYMENT: 07/03/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/18/2002
NO. CD 002761
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $41.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MURREL R WALTERS III, ESQ.
CHECK# 10332
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
$41.00
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
~
/
/ /}- ,~ -c:/ - / Y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-03)
R:k~,'
F'Tl;'
',:.::
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-16-2003
KNIGHT
04-18-2002
21 02-0420
CUMBERLAND
101
CATHERINE T
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
'03 JUN 20
II I ESQ
/.11 .")0
iH 1 ,_),,1
PA 1 ':~5S
Ctl:'~;:'>
Amount Remitted
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-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KNIGHT CATHERINE T FILE NO. 21 02-0420 ACN 101 DATE 06-16-2003
T AX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
.00 NOTE: To insure proper
66,124.57 credit to your account,
.00 submit the upper portion
.00 of this form with your
13,564.84 tax payment.
.00
.00
(8) 79,689.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
9,683.58
2,377.65
Cl1)
Cl2)
Cl3)
Cl4)
]?O~] .?~
67,628.18
.00
67,628.18
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS'
.00 X 00 .00
67,628.18 X 045 = 3,043.27
.00 X 12 .00
.00 X 15 .00
Cl9)= 3,043.27
Cl5)
Cl6)
Cl7)
(18)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-2003 CD002485 .00 3,043.27
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-25-2003 TOTAL TAX CREDIT 3,043.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. 40.03
TOTAL DUE 40.03
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/"?-S9-/.t/
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-16D7 EX AFP lDl-D5l
f~di._
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
[\ 9 :2gDUNTY
ACN
07-21-2003
KNIGHT
04-18-2002
21 02-0420
CUMBERLAND
101
CATHERINE T
MURREL R WALTERS III ESQ '03
54 E MAIN ST
MECHANICSBURG PA 17056,:,._
Ct TiiL_
jUL 28
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
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 =i6'ifj-ix--AFP--foY.:o3Y------...--iNifERITANCE--fAx--s=r;ffEMEtif-cfF-AC-COLitif--.-..------------------ ---
ESTATE OF KNIGHT CATHERINE T FILE NO. 21 02-0420 ACN 101 DATE 07-21-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 06-16-2003
P R I NC I PAL TAX DUE: ......m......m..m.m...mmm.....................................................mmmm.....m...m.m...m....................mmmm.................m..................................m
..
3,043.27
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-2003 CD002485 .00 3,043.27
07-03-2003 CD002761 40.03- 41.00
TOTAL TAX CREDIT 3,044.24
BALANCE OF TAX DUE .97CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .97CR
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: CATHERINE T. KNIGHT
Date of Death: 4/18/02
Estate No.: 21-02-0420
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:
State wh~}her administration of the estate is complete:
Yes~. No
If the answer is No, state when the personal representative reasonably believes that the
administration will be complete
(date)
If the answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No ~/
Bo
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
Co!
Date: March 30, 2004
Did the personal representative state an account informally to the parties in
interest: Yes E' No
Copies of receipts, releases, joinders and approvals of formal Or~ormal
accounts may be filed with the Clerk of the Orphans' Court ahjaV/may be
attached to this report. / //'" ,f/
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54 East Main Street
Mechanicsburg, PA 17055
717-697-4650
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Personal Representative
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REV-1SOOEX+(6-00)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
KNIGHT CATHERINE T
DATE OF DEATH (MM-Do..Year)
DATE OF BIRTH (MM-Do..Year)
00 UJriginal Return
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy 01 Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale ofdealh alter 12-12-82]
o 7. Decedent Mainlained a Living Trust (Allach copy of TNS1)
o 10. Spousal Poverty Credit (date 01 dealh between 12-31-91 and 1-1.95)
OFFICIAL USE ONLY
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0411812002 03122/1907
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
FILE NUMBER
21 -0 2 420
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SOCIAL SECURITY NUMBER
3 0 0 - 0 5 - 1 7 3 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (dateoldealhpriorlo12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Auach SenO)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
MURREL R. WALTERS III ESQ
FIRM NAME (II Applicable)
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54 EAST MAIN STREET
TELEPHONE NUMBER
717/697-4650
MECHANICSBURG
X _(15)
67,628.18 X ~(16)
X .12 (17)
X .15 (18)
(19)
1. Real Estale (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
(1)
(2)
(3)
(4)
(5)
4. Mcrtgages & Noles Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. JoinUy Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Groll Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debls of Decedent, Mortgage LiabiliUes, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus Une 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for Vvtlich an election to tax has not been
made (Schedule J)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of line 14 taxable at the spousal tax
rale, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17, Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
PA 17055
OFFICIAL USE ONLY
66,124.57
13,564.84
79,689.41
12,061.23
67 ,628.18
67 ,628.18
3,043.27
3,043.27
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Com lete Address:
STREE ADDRESS
100 MOUNT ALLEN ORIVE
CITY
MECHANICSBURG
STATE
PA
ZIP
17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
3,043.27
Total Credits (A + B + C) (2)
3. InteresUPenaity if appiicable
D. Interest
E. Penalty
TotallnteresUPenalty (0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enterthe 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 due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE, (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
3,043.27
3,043.27
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; ........................................................................... 0 IRl
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IRl
c. retain a reversionary interest; or ...................................................................................................... 0 IRl
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IRl
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?.............................................................................................. 0 IRl
3. Did decedent own an 'in trustlor" or payable upon death bank account or securily at his or her death? ................. 0 IRl
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 IRl
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Sn>AE MOUNTAIN GA 30083
a. DATE
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ADDRESS
54 EAST MAIN ST, MECHANICS BURG PA 17055
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 la) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 la) 11.1) (ii)l.
The statute does not exemot 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 decedenfs lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)11)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs 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.
1"""'''''':'''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE B
STOCKS & BONDS
ESTATE OF
KNIGHT CATHERINE T
All property joinUy-owned with right of su...ivorship must be disclosed on Schedule F.
FILE NUMBER
21 02
420
ITEM
NUMBER
1.
DESCRIPTION
423 SHARES UNION PACIFIC COMMON STOCK
@ $ 56.62
VALUE AT DATE
OF DEATH
23,950.26
2
192 SHARES ANADARKO COMMON STOCK
@ $ 54.80
10,521.60
3
65 SHARES AXA COMMON STOCK
@ $ 22.34
1,452.10
4
SCHWAB ACCOUNT" 51439808
30,200.61
TOTAL (Also enteron line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
66 124.57
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
KNIGHT CATHERINE T
FILE NUMBER
21 02
420
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
NUMBER
1.
2
3
4
DESCRIPTION
MELLON BANK CERTIFICATE # 00892577
LAND'S END
REFUND
OLD GUARD INSURANCE CO
REFUND PERSONAL PROPERTY INSURANCE
INTERNAL REVENUE SERVICE
REFUND
VALUE AT OATE
OF DEATH
13,046.84
25.00
109.00
364.00
TOTAL (AlsD enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
13,564.64
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
KNIGHT CATHERINE T
FILE NUMBER
21
02
420
Debts 01 decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MYERS FUNERAL HOME MECHANICSBURG 6,095.00
2 FAMILY MEAL COLONY HOUSE RESTAURANT 86.69
3 ROTHERMELS FLORIST FLOWERS 9.54
B. ADMINISTRATIVE COSTS:
1- Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City Stale Zip
Yea~s) Commission Paid:
2. Attorney Fees MURREL R WALTERS ESQ 2,860.00
3- Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City Stale Zip
Relationship of Claimant to Decedent
4. Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY 450.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. THE SENTINEL ESTATE NOTICE PUBLICATION 67.35
8 CUMBERLAND LAW JOURNAL ESTATE NOTICE PUBLICATION 75.00
TOTAL (Also enter on line 9, Recapitulation) $ 9 683.58
(If more space is needed, insert additional sheets of the same size)
~~"""":Il~ '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
KNIGHT CATHERINE T
FILE NUMBER
21 02
420
Include un reimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
VERIZON
TELEPHONE
21.38
2
MESSIAH VILLAGE
RESIDENTIAL CARE
2,354.53
3
ASSOCIATED CARDIOLOGISTS
1.74
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2 377.65
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
~.~, :T ?1 02 420
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS [include outright spousal d~tributions, .nd transfers under
50<:.9116(.)(1.2)]
1. ROBERT D. HAWK GRANDSON 1/6TH
4289 SHELBOURNE LANE
COLUMBUS, OH 43220
2 DAVID L. HAWK GRANDSON 1 16TH
324 N. BOUNDARY STREET
EDISON, OH 43220
3 JAMES M. HAWK GRANDSON 1/6TH
1183 VIRGINIA AVENUE
COLUMBUS, OH 43212
4 CAROL CROMLEY DAUGHTER 1/2
4467 ALLGOOD SPRINGS DRIVE
STONE MDUNTAIN, GA 30083
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, Insert additional sheets of the same size)