HomeMy WebLinkAbout03-0681PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ..~o. ~._ t'q,a.~ ,~ ~.~C~,~.~ [~ No.
also known as To:
, Deceased.
Social Security No. / 7,.g-~ ~-(,, ~ q o T q
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or olde; an the execut
in the last will of the above decedent, dated
and codicil(s) dated
Register of Wills for the
County of ~-~/~o.~/~__~
Commonwealth of Pennsylvania
in the
named
,19 Y7
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Go rn b~e.- (o.~, ,~ County, Pennsylva~a, with
h ~ ~ last family or principal residence at ~ ~ ~o~ ~ b~ _ ~ e k, ~ /
[ (list street, number and muncipality)
died ~, / [ ~ ,~ ,
Dec~df~t, t~.., f ~__ years of age, ' 20 O ~
at ' ' t~. ~. t~3~ ~, - .
Except ds foll6ws, decedent didnot marry, was n~t divorced and did not ~ave 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:
WHEREFORE, petitioner(s) respectfully _Lreqqest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI TH OF PEi INSYLVANIA
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 welled truly~dminister the estate according to law.
Sworn to or a~ and subscribed
b~e me this /~ day of
/O-q - ?
j2/-
Estate Of ~d~._,/~,~-~,~,~.,~_-~-(;ff~,--/~ ~J ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
/
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be..a4mitted to probate and filed of record as the last will of
~d Letters ff ~~' ~
~e hereby granted tff ~z~ ~~~-
.~.~, in consideration of the petition on
Register of Wills
FEES
Probate, Letters, Etc .......... $ ?~ O aD
Short Certificates( ) ' $~q-~--'-'-'-'-'-'-~" ~(::~
enunmatxon ................ $ ~' /~ ~ ~
Fi~,d ~..Z~..~ .............
/
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
WILL
I, JEAN MARIE STEELE, of 4 Pocono Road, Mechanicsburg,
Cumberland County, Pennsylvania, revoke my prior wills and
declare this to be my last will:
ITEM I. I give all my automobiles, and all other
articles of personal or household use, together with all
insurance relating thereto, to my spouse, RICHARD GORDON
STEELE, if he survives me by 30 days. If he does not so
survive me, I give all such property and insurance to my
children who so survive me, to be divided among them as they
may agree or, in the absence of agreement, as my executor may
think appropriate. My executor may, without further
responsibility, distribute property passing to a minor under
this article to the minor or to any person to hold for the
minor.
ITEM II.
personal:
I give the residue of my estate, real and
A. To my Husband, RICHARD GORDON STEELE, if he
survives me by 30 days; or, if he does not so survive me,
Page 1 of 7 Pages.
B. In equal shares to my children, KENNETH
STEELE, LINDA CONNORS and DEBORAH MASON, provided that the
share of any child who predeceases me or dies on or before the
thirtieth day following my death shall be distributed to his or
her issue per stirpes living on the thirty-first day following
my death and in default of any such then-living issue such
shares shall be added to the share or shares for my other
children.
ITEM III. If any beneficiary becomes entitled to an
outright distribution of income or principal and is under age
25, that beneficiary's share shall be distributed to my trustee
IN TRUST and administered as follows:
A. As much of such income or principal as my
trustee may from time to time think desirable for that
beneficiary either shall be paid to him or her or shall be
applied for his or her benefit; and
B. The balance of such income and principal--
and the net income from those funds--shall be kept invested and
managed as a separate trust for that beneficiary, subject to my
trustee's powers described in the preceding paragraph. When
the beneficiary reaches the age of 25, the balance shall be
paid to the beneficiary. If he or she dies before that time,
Page 2 of 7 Pages.
the balance shall be paid to the beneficiary's siblings who are
then living. If any such sibling is under the age of 25 at
that time, the balance shall be held in the trust created for
such child under this will until the time that child reaches
the age of 25.
ITEM IV. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM V. Ail federal, state and other death taxes,
except generation-skipping taxes, payable on the property
forming my gross estate for tax purposes, whether or not it
passes under this will, shall be paid out of the principal of
my probate estate just as if they were my debts, and none of
those taxes shall be charged against any beneficiary.
ITEM VI. I authorize my executor and my trustee:
A. To retain and to invest in all forms of real
and personal property, including common trust funds operated by
my corporate executor or trustee or any affiliate of it,
regardless of any limitations imposed by law on investments by
executors or trustees, or any principle of law concerning
investment diversification.
Page 3 of 7 Pages.
B. To compromise claims and to abandon any
property which, in my executor's or my trustee's opinion, is of
little or no value;
C. To borrow from and to sell property to my
beneficiaries hereunder, and to pledge property as security for
repayment of any funds borrowed;
D. To sell at public or private sale, to
exchange or to lease for any period of time, any real or
personal property, and to give options for sales or leases;
E. To join in any merger, reorganization,
voting-trust plan or other concerted action of security
holders, and to delegate discretionary duties with respect
thereto;
F. To use administrative or other expenses of
my estate as income tax or estate tax deductions and to value
my estate for tax purposes by any optional method permitted by
the law in force when I die, without requiring adjustments
between income and principal for any resulting effect on income
or estate taxes; and
Page 4 of 7 Pages.
G. To distribute in kind and to allocate
specific assets among the beneficiaries (including any trust
hereunder) in such proportions as my executor may think best,
so long as the total market value of any beneficiary's share is
not affected by such allocation.
These authorities shall extend to all real and
personal property at any time held by my executor or my trustee
and shall continue in full force until the actual distribution
of all such property. All powers, authorities, and discretion
granted by this will shall be in addition to those granted by
law and shall be exercisable without leave of court.
ITEM VII. I appoint my daughter, LINDA CONNORS,
executor of this will, but if she for any reason fails to
qualify or ceases to act, I appoint SANDRA L. MEILTON, ESQUIRE
executor in her place. I appoint BELCO COMMUNITY CREDIT UNION,
trustee under this will. I appoint my daughter, LINDA CONNORS,
alternate trustee. I direct that:
ao
court approval;
Any executor may resign at any time without
Page 5 of 7 Pages.
B. Any corporate fiduciary hereunder shall
receive compensation in accordance with its standard schedule
of fees in effect at the time its services are performed; and
post bond.
No executor or trustee shall be required to
ITEM VIII. The term "executor" and "trustee" or any
pronoun used to indicate the executor, trustee, any other
fiduciary or any beneficiary shall be deemed to apply to one or
more than one person or corporation and to the masculine,
feminine or neuter gender as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my last will, this ~ day of ~~~ ,
1997.
JE~IE STEELE
Page 6 of 7 Pages.
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testatrix, as and for her last will, in the presence of us, who
thereupon at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as witnesses.
Page 7 of 7 Pages.
STATE OF PENNSYLVANIA )
( ss:
COUNTY OF '~~1~ )
We, JEAN MARIE STEELE, ~/6v(& ~. ~i~ , and
~re~oQe .-~.~~ , the testatrix and witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
being first duly sworn do hereby declare to the undersigned
authority that the testatrix signed and executed the instrument
as her last will and that she had signed willingly and that she
executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the testatrix, signed the will as
witness and that to the best of our knowledge, the testatrix
was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
STEELE/'/
Wi%figs s
SUBSCRIBED, sworn to or affirmed, and acknowledged
before me by the above-named testatrix and by the witnesses
whose names appear above on ~06Fe ~ {~ , 1997.
Notary; P~l~c
LAW OFFICES
HEPFORD, SWARTZ ~1 ~V[OR.GAN
111 NORTH FRONT STREET
P.O. Box 889
HARRISBURG, PENNSYLVANIA 17108-0889
TELEPHONE 717 234-4121
CERTIFICATION OF NOTICE UNDER RULE $.6(a)
BEFORE THE
In re: ESTATE OF JEAN M. STEELE, Deceased.
DATE OF DEATH: April 19, 2003
Will No. 2003-00681
To the Register:
REGISTER OF WILLS, CUMBERLAND COUNTY OF PENNSYLVANIA
Administration No.
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was
served on or mailed to the following beneficiaries of the above-captioned estate on November 18, 2003:
Name Address
Richard G. Steele 4 Pocono Drive, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date:
Capacity:
Signature:
Name: /J~r~es G. MC~g~'~,~dr.,
/;"rucker Aren~s~-e~ j P. ~.
Address: North [r t ireet
/ P.O. Box 889
~' Harrisburg, PA 17108-0889
Telephone: ~ 717/234-4121
X
Personal Representative
Counsel for Personal
Representative
EV- 1500 EX + (6-00/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2003-00681
COUNTYCODE YEAR NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Steele Jean M.
DATE OF BIRTH (MM-OD-YEAR)
I
04/1
9/2003
SOCIAL SECURITY NUMBER
DATE OF DEATH (MM-DD-YEAR)
04/23/1934
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Steele, Richard G.
~ 1. Original Return ~ 247! Supplemental Return
4. Limited Estate . Future Interest Compromise (date of death after 1:>- 1:>-87)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
[~9. Litigation Proceeds Received ~'~ 10. Spousal Poverty Credit
(date of death between 1:>-31-91 and 1 - 1-95)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
195-26-5145
H (date of death
3. Remainder Return prior to 17-13-8:>)
5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
~ 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
NAME
James G. Morgan Jr., Esquire
FIRM NAME (If Applicable)
Tucker Arensber~, P.C.
TELEPHONE NUMBER
717./234-4121
COMPLETE MAILING ADDRESS
111 North Front Street
P.O. Box 889
Harrisburg, PA 17108-0889
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)
6. Jointly Owned Property (Schedule F) (6)
r--] 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.
14.
None
None
None
None
305.56
39,400.00
None
5,899.04
None
(8)
OFFICIAL USE ONLY
(11)
39,705.56
(12)
5,899.04
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13) (14)
33,806.52
33,806.52
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
33,806.52
X .0 0 (15)
X .0 45 (16)
X .12 (17)
x .is (18)
(19)
0.00
0.00
0.00
0.00
0.00
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
4 Pocono Drive
CITY
Mechanicsbur8
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
Iii. Prior Payments
C. Discount
STATE I ZIP
PA 17055
(1) 0.00
Total Credits ( A + B + C )
(2) o. O0
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3) O. 00
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) O. 00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ($) 0.00
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 0.00
Make Check Payable to.' REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ......................... r~ ~-~
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? .............................................. r--] ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ................................ ~ ~
IF THE ANSWER TO AN'( 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,,~f preparer other than the personal representative is based on all information of which preparer has any knowledge.
S,?,~;~JRE O~F PE.~.~N RESp/S,.LE FOR F,L,NG RETU RN Linda Connors BATE
~'>/"",./Z/ / / / 6406 Glenwood Dr. / / /
.................... q/J/a+
~I~RE ~ R~THER THAN REPRESENTATIVE ATE~ --
~ ~, ~.~' - .... ~ucke~ A~ensbe:~, ~.C.
For dates of death on or after J~.~l~ 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. 91i~ (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a)'('l. 1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or 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) ?0OO form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
REV- 1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Jean M. Steele SSf/ 175-26-9074 04/19/2003 2003-00681
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 DESCRIPTION
1 Adjustments for items paid by seller in advance
VALUE AT DATE
Of DEATH
305.56
TOTAL (Also enter on line 5, Recapitulation) 305.56
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
RE~/- 1509 EX + (1-97)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNEDPROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Jean M. Steele SS~/ 175-26-9074 04/19/2003 2003-00681
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.LaRue M. Peifer Sister
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financialinstitution and bank DATE OF DEATH DECD'S VALUE OF
account number or similar identifying number.
NUMBER TENANT JOINT Attachdeedforjointly-held realestate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1 A 692 Tacoma Street, 78,800.00 50.00% 39,400.00
Allentown, PA 18109
TOTAL (Also enter on line 6, Recapitulation) $ 39,400.00
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97)
REV-1511 EX + (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Jean M. Steele SS~/ 175-26-9074 04/19/2003 2003-00681
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
Ao
1
2
3
FUNERAL EXPENSES:
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 Tucker Arensber§, P.C.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law Journal
Deductions in amount
The Sentinel - Proof
State Zip
Proof of Publication
due seller
of Publication
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
1,000.00
104.00
70.00
4,626.35
98.69
$ 5,899.04
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV- 1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Jean M. Steele SS~ 175-26-9074
SCHEDULE J
BENEFICIARIES
FILE NUMBER
04/19/2003 2003- 00681
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
NUMBER
I.
II.
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116~(1.Z)]
Richard G. Steele
4 Pocono Drive
Mechanicsburg, PA 17055
Husband
residue of
estate
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
(If more space is needed, insert additional sheets of the same size)
$ 0.00
Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
Estate of: Jean M. Steele
Soc Sec #: 175-26-9074
Date of Death: 04/19/2003
Item Description
Continuation of Schedule H-B2
(Attorney's Fees)
Amount
Tucker Arensberg, P.C. - attorney fees
1,000.00
1,000.00
Estate of: Jean M. Steele
Soc Sec #: 175-26-9074
Date of Death: 04/19/2003
Item Description
Continuation of Schedule H-B4
(Probate Fees)
Amount
1
Register of Wills
probate rees
104.00
104.00
WILL
I, JEAN MARIE STEELE, of 4 Pocono Road, Mechanicsburg,
Cumberland County, Pennsylvania, revok9 my prior wills and
declare this to be my last will:
ITEM I. I give all my automobiles, and all other
articles of personal or household use, together with all
insurance relating thereto, to my spouse, RICHARD GORDON
STEELE, if he survives me by 30 days. If he does not so
survive me, I give all such property and insurance to my
children who so survive me, to be divided among them as they
may agree or, in the absence of agreement, as my executor may
think appropriate. My executor may, without further
responsibility, distribute property passing to a minor under
this article to the minor or to any person to hold for the
minor.
ITEM II.
personal:
I give the residue of my estate, real and
A. To my Husband, RIC~LARD GORDON STEELE, if he
survives me by 30 days; or, if he does not so survive me,
Page 1 of 7 Pages.
B. In equal shares to my children, KENNETH
STEELE, LINDA CON-NORS and DEBORAH MASON, provided that the
share of any child who predeceases me or dies on or before'the
thirtieth day following my death shall be distributed to his or
her issue per stirpes living on the thirty-first day following
my death and in default of any such then-living issue such
shares shall be added to the share or shares for my other
children.
ITEM .III. If any beneficiary becomes entitled to an
outright distribution of income or principal and is under age
25, that beneficiary, s share shall be distributed to my trustee
IN TRUST and administered as follows:
A. As much of such income or principal as my
trustee may from time to time think desirable for that
beneficiary either shall be paid to him or her or shall be
applied for his or her benefit; and
B. The balance of such income and principal--
and the net income from those funds-'shall be kept invested and
managed as a separate trust for that beneficiary, subject to my
trustee,s powers described in the preceding paragraph. When
the beneficiary reaches the age of 25, the balance shall be
paid to the beneficiary. If he or she dies before that time,
Page 2 of 7 Pages.
the balance shall be paid to the beneficiary's siblings who are
then living. If any such sibling is under the age of 25 at
that time, the balance shall be held in the trust created for
such child under this will until the time that child reaches
the age of 25.
ITEM IV. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM V. All federal, state and other death taxes,
except generation-skipping taxes, payable on the property
forming my gross estate for tax purposes, whether or not it
passes under this will, shall be paid out of the principal of
my probate estate just as if they were my debts, and none of
those taxes shall be charged against any beneficiary.
T. TEM VI. I authorize my executor and my trustee:
A. To retain and to invest in all forms of real
and personal property, including common trust funds operated by
my corporate executor or trustee or any affiliate of it,
regardless of any limitations imposed by law on investments by
executors or trustees, or any principle of law concerning
investment diversification.
Page 3 of 7 Pages.
B. To compromise claims and to abandon any
property which, in my executor's or my trustee's opinion, is of
little or no value;
C. To borrow from and to sell property to my
beneficiaries hereunder, and to pledge property as security for
repayment of any funds borrowed;
D. To sell at public or private sale, to
exchange or to lease for any period of time, any real or
personal property, and to give options for sales or leases;
E. To join in any merger, reorganization,
voting-trust plan or other concerted action of security
holders, and to delegate discretionary duties with respect
thereto;
F. To use administrative or other expenses of
my estate as income tax or estate tax deductions and to value
my estate for tax purposes by any optional method permitted by
the law in force when I die, without requiring adjustments
between income and principal for any resulting effect on income
or estate taxes; and
Page 4 of 7 Pages.
G. To distribute in kind and to allocate
specific assets among the beneficiaries (including any trust
hereunder) in such proportions as my executor may think best,
so long as the total market value of any beneficiary's share is
not affected by such allocation.
TheSe authorities shall extend to all real and
personal property at any time held by my executor or my trustee
and shall continue in full force until the actual distribution
of all such property. All powers, authorities, and discretion
granted by this will shall be in addition to those granted by
law and shall be exercisable.without leave of court.
ITEM VII. I appoint my daughter, LIN-DA CONNORS,
executor of this will, but if she for any reason fails to
qualify or ceases to act, I appoint SANDRA L. MEILTON, ESQUIRE
executor in her place. I appoint BELCO COMMUNITY CREDIT UNION,
trustee under this will. I appoint my daughter.,' LINDA CONNORS,
alternate trustee. I direct that:
ko
court approval;
Any executor may resign at any time without
Page 5 of 7 Pages.
B. Any corporate fiduciary hereunder shall
receive compensation in accordance with its standard schedule
of fees in effect at the time its services are performed; and
post bond.
No executor or trustee shall be required to
ITEM VIII. The term "executor" and "trustee" or any
pronoun used to indicate the executor, trustee, any other
fiduciary or any beneficiary shall be deemed to apply to one or
more than one person or corporation and to the masculine,
feminine or neuter gender as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and.
seal to this, my last will, this ~ day of ~q-~_~ ,
1997.
~_~_ ~ ~. (SEAL)
JE~IE STEELE
Page 6 of 7 Pages.
SIGNED, SEALED, PUBLISHED, and DECLARED by the above
testatrix, as and for her last will, in the presence of us, who
thereupon at her request, in her presence and in the presence
of each other, have hereunto subscribed our names as witnesses.
Page 7 of 7 Pages.
STATE OF PENNSYLVANIA )
( ss:
COUNTY OF '~Okl~ )
~ ~-~.~~ , the testatrix and witffesses, respectively,
whose'names are signed to the attached or foregoing instrument,
being first duly sworn do hereby declare to the undersigned
authority that the testatrix signed and executed the instrument
as her last will and that she had signed willingly and that she
executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the testatrix, signed the will as
witness and that t'o the best of our knowledge, the testatrix
was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
STEEL /3
wiEb~ss
SUBSCRIBED, sworn to or affirmed, and acknowledged
before me by the above-named testatrix and by the witnesses
whose names appear above on ~£~0~'~ ~.~ , 1997.
Notar~ P~,bizc '
Settlement Statement u.s. Department of Housing and U~an Development
mmmm~-Vpe of Loan OMB N,', 2502-0265 REV. HUO~I (3/86)
' · ·il" _
4.
· ,imBmUFriA 2. {~FmHA 3. RConv. Unins. I 6. R[eUumber [ 7. LoanNumt~ '
4. DVA 5. I-ICo~v. lns. I PAT-3355 /} $. Mort~e lnsurance Case Number
WAP. N[N~, it ,. '.: ~./ . ,'%L"~"~.__'~'7', _._._. "~"'~"
~-,,,~-,~ ~-, ~ a ~ =~ ,~=~c ~ ~= ~ T,~ ~e u. s. co~e sec~x~ ~oi ~ ~-, ~o~oI Pdnted 12/16/2003 a~ 12:14 HJM
--Ol N~ME OF SORROWER: Ashiy J. Fleming and Jill M. Fleming '
Norman Fleming and Wiima Fleming
ADDRESS:
E. NAME O; SELLER: LaRue M. Peifer and Estate of Jean M. Steele
ADDRESS:
F. NAME OF LENDER: Cardinal Financial CO., Ltd.
AOORESS: 444 Jacksor~ville Road, Warminster, PA 18974
G. PROPERTY ADDRESS: 692 Tacoma Street, Allentown, PA '18109
Allentown City
H. SETTLEMENT AGENT: '1 st Patriot Abstract of Lehigh Valley, Inc, Telephone: 610.330-9696 Fa~: 6'10.330-9707
_ PLACE OF SETTT.EMENT: 2925 William Penn H_iqhwa~, Su/te I00~ Easton~ PA 18045
I. SETTLEMENT DATE: '12/'16/2003
_ .J. SUMMARY OF BORROWER'S TRANSACTION: K. ~UMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SF~
101. Cc,31;a~saJesprice 78,800.00 401. Contract~<~J~pdce 78,800.00
102. Personal Property 402. P~al Prope.d~.
103. SettJementcha,-q,~tobo,~owa-Ilinet400) 4~245.3,S 403.
104- 404.
105, 405.
A~ustrnents for iterr~ paid by sell~- ~ advance Adjus~'nents for items paid by seller in advance
106. City/rJ3wn taxes '12J16/03to12131/03 15.68 406. City/town taxes_ 12/16/03~o12/3'1103 15.68
107. County taxes 12/16/03m12/31/03 '15.23 407. County taxes 12J16/03to12/31103 15.23
108. SchootTaxes 12/'16/03to06/30/04. 570.4~ 408. SchooITaxes. 12/16/03to06/30104 570.44
109. Ga'oaqeBilEng 12/15/03to12./3'1103 9.77 409. Ga~_~eBiainq '12H 6103 to12/31/03 9.77
110, 410.
..!11. 411. '- ' ....
112. ,t12.
120. GROSS AMOUNT DUE FROM BORROWER 83~656.50 420. GROSS AMOIINT DUE TO SELLER 79,411.12
200. AMOUNTS PAID .BY OR ON BEHALF OF BORROWER 500. REDUCTIONS-IN. AMOUNT DUE TO SELLER
201. 0epos~oreerneslmoney 500.00 501. F-,v _r-e~__~ Deposit (see instructions)
202. Principal amount of new loans .78,155.00 502. Se[tie·em charqes to seller {line 1400;, 5,760.21
203. F.,.i$~,-,q loan(s) taken subject to 503, Exislin.q Ioa~{s) taken subject to
204, 504. Payoff of Rmt Mortgaqe Loan
205. 505,
,.206. 5O6.
207. 507.
208, 508.
209. 509. -
Adii.i.~3nents for items unpaid by s~_ll~r Adi,_~ents for items unpaid by seller
213. .. 513.
214. Seller Co.[r,~,ution 3~492.50 514. Seller Contn'bution 3~492.50
215. 515.
216. 516.
217. 517.
218. 518.
21.9. 519.
220. TOTAL PAID BY/FOR BORROWER 82,147.50 520. TOTAL REDUCTION AMOUNT DUE SELLER 9~25Z71
300. CASH AT S~-~ ~ LEMENT FROM OR TO BORROWER 600. CASH AT SETT[.~MENT TO OR FROM SELLER
301. Gross. amount due from borrower ¢ine 120) 83,656.50 601. Gross amount d~e Io seller (Kine 420) 79~411.12
302. Less amounts paid by, for borrower (line 220) 82,147,50 602. Less reduction amount due sefler (ffne 520) 9,252.71
303. CASH. FROM BORROWER 1,509.00 603. CASH TO SF~ ~ FR: 70,158.41
S;I I =R ~t~SIRUC'T[ONS: IF ti'tlS re~ ~';ts4e'w~ ~.x i:xiacipa[ ~e~de('x=e, §la Fav'm 2119, ~ o~' E~l:tta~® O~ l~ncil~ I~b"l~, fOr er~
D£C-1E~-O:3 13=22 PROlfl=
SETTLEMENT STATEM~N~ ....... ~E"V~. ~. _~'1 'i~/~i
I-~Je NumDer: P'A J-3355
'l'[tJeE. xDress Se['tlemenl Syster
810,
811.
I Pinnacle
Fee
CONNECTION WITH LOAN
%
%
to Cardinal Financial Co. Ltd.
~o Cardinal Financial Co.~ Ltd.
to Cardinal Financial Co., Ltd.
Fee
to C_a_rdinal Financial Co., ! rd.
to Cardinal Financial Co, Ltd.
PACE 2/2
PAGE 2
Printed 12/16/2003 a! 12:14 HJM
P,aJD FROM~AiD FROM --~
to 01/01/2004
for (o
for to
@$ /d_ay
Taxes
3 mo. ~, $ 23.17/mo
mo. @ $ /mo
~ 29.82/mo
~10 mo. ~, $ 28.96/mo
7 mo. ~, $ ~ 87.63/mo
Ltd.
nat~
binder
~fees
s No:
Io 1st PatrfotAbstract
to 1st Patriot Abs'tzact of Lehigh Valley_, Inc
78,155.00 .
_7.~,8oo.oo. 73a.75
, [nc
_~ lstPatriot Abstract of Lehi h Vail Inc
Fees
; ~bl~claqe $ 80.00 _; Release $
Deed $788.00 ; Mortc/~e $
Deed_$~788.00 ; Mor(qaqe ~
to Recorder of Deeds
CHARGES
_ 1302. Pest insj~3ion
1303. Final Wa~er/Sewe~ Billinq
1304.
1305.
1307.
~3o8.
to City of Allentown
1400. TOTAL SETTLE~IENT CHARGES (enler on rmes 103, Sec~ J and 50_2, ~Sec~ion K)
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estate of Jean M. Steele
also known as
, Deceased
No. 2003-00681
Date of Death 04/19/2003
Social Security No. 175-26- 9074
Linda Connors,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I/VVe verify that the statements made in this Inventory are true and correct. I/VVe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
A~orney: James C. Morgan Jr., Esquire
Personal Representative
. //
~inda C o~[no~s
I.D. No.: 06897 Signature:
Address: 111 North Front Street Address:
Harrisburs, PA 17108-0889
717/234-4121
Telephone:
6406 Glenwood Dr.
Mechanicsbur5,
Telephone: 717/697-4853
Dated: /~/
PA 17055
Description
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Value
Total: 305.56
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form #Ri-7 (1992)
Estate of:
Date of Death:
County:
Jean M. Steele
04/19/2003
Cumberland
INVENTORY
CASH:
Adjustments for items paid by
seller in advance
305.56
TOTAL RECEIPTS OF PRINCIPAL ...............
305.56
305.56
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:
Date of Death:
Estate No.:
Jean M. Steele
April 19, 2003
2003-00681
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 whether administration of the estate is complete:
Yes x No
Date:
(MAH:rmffAM3)
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 x
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes x No
D. Copies of receipts, releases, joinders and approvals of for ~fal or informal
accounts may be filed with thekoft~ Orphans' C_/~ rt argl may be attached
to this report. Cler////~
Sig/n/~re ~ames G ~q,~r~ roJ~, J r.
Tucker ~z~h~berg, P C
c,,I Name (Please type or..print) ~ ~ ^
~ , P.~. ~ox
~_ Harrisburg, PA 17108-0889
Address
(717) 234-4121
Telephone No.
Capacity:
Personal Representative
Counsel for Personal Representative
INDIVIDUAL TAXES
BUREAU
OF
INHERITANCE TAX D[V[S[DN
DEPT. 280&0!
HARRTSBURG, PA 17128-0&0!
JAHES G HORGAN JR ESQ
TUCKER ARENSBERG
PO BOX 889
HBG
COMMONNEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 03-22-2004
ESTATE OF STEELE
DATE OF DEATH 04-19-2003
FILE NUMBER 21 03-0681
COUNTY CUMBERLAND
ACN 10!
Amount Remitted
REV-1547 EX AFP (01-05)
JEAN M
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-lB47 EX AFP (01-05} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STEELE JEAN M FILE NO. 21 03-0681 ACN 101 DATE 03-22-2004
TAX RETURN WAS: C X) ACCEPTED AS FILED C } CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A)
2. Stocks and Bonds CSchedule B)
$. Closely Held Stock/Partnership Interest CSchedule C)
4. Mortgages/Notes Receivable CSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property CSchedule
6. Jointly Owned Property CSchedule F) C&)
7. Transfers CSchedule G) (7)
8. Tota[ Assets
APPROVED DEDUCT[OHS AND EXEMPT[OHS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H~
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10)
11. Tota! Deductions
12. Net Value of Tax Return
15.
14.
Char/table/Governmental Bequests; Non-elected 9115 Trusts CSchedule J)
Net Value of Estate Sub3ect to Tax
NOTE:
.00
.00
.00
.00
305.56
39r400.00
.00
C8)
5,899.04
.00
NOTE: To insure proper
credit to your account,
submit the upper port/on
of this form w/th your
tax payment.
:59,705.56
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
ASSESSMENT OF TAX:
15. Amount of L/ne 14 at Spousal rate C15)
16. Amount of L/ne Iq taxable at Lineal/Class A rate Cl&)
17. Amount of L/ne 14 at Sibling rate C17)
18. Amount of L/ne 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
.93,806.52 x O0 = .00
.00 X 045= .00
· O0 x 12 = . O0
· O0 x 15 = . O0
C19)= . O0
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
C IF TOTAL DUE [S LESS THAN $I, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
reflect figures that include the total of ALL returns assessed to date·
.00
.00
.00
.00
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
ell} 5.899.06
Cll) 33,806.52
c15) . O0
clq) 33,806.52