HomeMy WebLinkAbout04-0084
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of 'r "5 A- h .:= I I=~. k, 'fA '']" No. ~/-O9"8'~
also known as To:
Register of Wills for the
, Deceased. County of C~~k in the
Social Security No. \ "9> - 'd.l.: _ -;t.. S ~ 0 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 ~ \.)( named
in the last will of the above decedent, dated '-UAAg 9 \<'{L-.7 ,19_
and codicil(s) dated J
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in c.-. \..1 m '0 1.-=-,t.L I J4.w ~ County, Pennsylvania, with
h ~R. last family or principal residence at ,+1 t="""'<:''-t- "LVI ~k' L f'1 '" J .-==:..
L. ~ t;;} l'1 S / ;::::::: ~io+- \'70\3
-j (list street, number and muncipality)
Decendent, then -( I years of age, died '\......M \ ~ ~f1c;,~ ;;J~o't- ,
.. \
at ~ " IV> \. G- N IlJ<,.,; {~ ~ rYI 8-
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 prob~te; was not the victim of a killing and was never adjudicated
incompetent:.. .. ^// A-
Decendent at death owned property with estimated values as follows: ":J o\,~~
(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 request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters -ti. ~ -t:; ~~
(testamentary; administration c.I.a.; administration d.b.n.c.La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1 sa
COUNTY OF 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.
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affirmed and -1=. ~,,~, .1J ~ '"if. FJ1..401..r. ^ ~. ';;; c"
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No. 02/,t)y. r~
Estate of :GR~~ ~ 141/6- , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW .Q;:5 K~~ in consideration of the petition on
the reverse side ereof, satisfactory proof having b resented before me,
IT IS DECREED that the instrument(s) date ~ ~
described therein be admitted to probate and filed record as the last will of
/a.A he.J E kt n 9 ,
and Letters ~~ L ~cI$
are hereby granted to . L MN~e;I.5 U/~ Nk/J ~r...evd'4!,J
I PLA#~,h-".,", ~"'-I'~
FEES R<~~~
Probate, Letters, Etc. ......... $ / ~ rrJ
Short Certificates( ).......... $ 9~ ATTORNEY (Sup. Ct. 1.D. No.)
Renunciation ................ $
/0P $ In. 00 ADDRESS
~ TOTAL _ 5 "-~7-'OO
Fil .~. R'2o.a ~............ PHONE
e:2/-0~-g~
REGISTER OF WILLS OF COUNTY
SUBSCRIBING WITNESS
,
codicl
(each) a subscribin itness to the will pres ing duly qualified according to
law, depose(s) and say(s) present and saw
,
signe a witness at the
ach other) (in the pr nee of the
"~
dress)
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
C ~i2..+~v de k. R \+~ A,.1 <;. ,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
~ "IS familiar with the signature 0~e...1 ~ kln't '
testat~ of- (on I' of tse 8tlessri~iAg '\'itR~W>~ tn) the will presented herewith and
eaaieiI..
that Sh.-- believes the signature on the will is in the handwriting of
, C,A ke.~M ~
to the best of J~y knowledge and belief.
Sworn to or affirmed and subscribed before-~" ~,,~. ..D ~ ~- ~ ()~
me this C::;;t:?T-U day of (Name)
.jAnu~ ~~~ . ~ S- Z. ~,.,o 0......, Q.."""...~ R.I2
1.~~'{~~-=?';,-~~-~.<?4-/"t ~ (Address)
~ ~ll!:!/~ Register ~.{-" 0 l? , p,q, l"l c> l <...
(Name)
(Address)
r:::;/-o7'~ %"1
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING ESS
,
codicil <'".
(each) a subscribing witness to the will presented herewith, ) being duly qualified according to,
law, depo nd say(s) that present and saw
,
the testat , sign the sa nd that sign
request of testat_ in h e and (in the presence of each other) (in the
other cribing witness(es)).
Sworn to or affirme d subscribed before
me this day of
(Address)
Register -
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
GE{)~C;E i. /c: ;U 4
,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
hp 'IS familiar with the signature of J!=;~b~1 k'Y"\1 ,
eedieK
testat~ of (ant' af thf' mb~t;ril:liRg .. itfteri5tl& ta) the will presented herewith and
hI!.- codicil
that believes the signature on the will is in the handwriting of
=c:~ b~.\ E 1<, n, 4;r: ,
to the best of --h,.!;. knowledge and belie .
Sworn to or affirmed and sllbscribed before / (Name) ry
J this ,.:)R""'" - day of
~ ar~1
(Address)
f~,,~/I.(/d/"<J~ . -b
~ /~ Register (Name)
(Address)
'Tl(1c;.~nc; '~~F\' <',"u;
This is to certifY that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent flllOg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~ \\. ~~&..~
Local Registrar
p 9990446 JAN 15 2004
No. Date
1'i105.14.JFle",2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
IT STATE FILE !<OUM8ER
.T NAME OF oeCEOENT ~FJ'St Mld(lle. '-aliI SEX SOCIAL SECURITY NUMBER DATE OF DEATH ,Men.". Oa~. '''NIl I
. .. Isabel E. King .. F ,. 168 - 26 - 2520 ., 1/15/2004
AGE ILa$! BifMey) UNDER 1 YEAR UNDER 1 DAY BIRTHPLACE fC.ty"-4 PlACE OF D€IJ"H ICI'>eck ()('ll.,. f)fI(t -;ee ,nst'UClJo()!l9M ~I 'JIOe1
M-. ! 0.,. -" ! "....... State or Fe'819f' CoufllrYI HOSPITAL:
71 v". Inpahent 0 ERlOutpaliem [J ~)O
1. ...
COUNTY OF OERH FACILITV NAME (It nOIIflSN\A,Ql"I g.ve street and numoel! RACE. A"*"Can Indian. BAeck. Whita. etc.
,,,-,,,,
~I\ . ... Cumberland ...White
DECEDENT'S USUAl OCCUPRION ""ARITAL STATUS. Mamed SURVIVING SPOUSE
t~~~.;;w~~::~:r Naver M.!Tied. w~. I" ""'e. 91"" l'Noaen ".,-net
-/Soec"'"
. Acoountant ,J.'lever Married 1S. -
DECEDENT'S South Mid eton
. ACTUAl .....
41 Fastwick Lane RESIDENCE
CSMlrwltuC!1ONi
... Carlisle, PA 17013 onOltlefSl(lej Cumberland 1711.0 :;'~~'=Ol
17b.Co ...-.
FArHER'S NAME (FilII. M~. LUll MOTHC1S;~~IF~~'a Ma~rnT:an
1.. Gear A. King 1..
1HF000000S NAME (T ,"*Prinll INFORMANT'S MAILING ADORESS lStreet. Cifyfb,m. Slate. rip Cod.)
.... Gertrude L. Rhoads ...., Fa t Yellow Breeches Road' Carlisle, PA 17013
METHOO 01' DISPOSITION PLACE OF DISPOSITION. Name Of c.m.tery. Cr<<natory LOCAfION. CityllOwn. State. Zip Code
...... Dc........... Di: or ~her F'tKe
~~ .f.?st Harrisburg CemVCrem. '.d. Harrisburg, PA
.
NAME AND ADDRESS OF FACILITY
22.:EWin Brothers Funeral PA
lICENSE NUMBER
.... 23b. At-:; 3'13/.Yl)
WAS CASE REFERRED 'TO:~
... .
I Approxim.lte PART II Ottlef signirlcanc oondMionI conIritluting 10 death. but
: intetYlll between nee lWUlI:ing in the ~ '*'M Pen in PART I.
I onMt and death
,
a. :
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,
DuE lO(OA AS A CONSEQUENCE OF). !
O.
WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY ItS WORK? DESCRIBE HOW INJURY OCCURRED.
~PAM)RTO (Monlh. Day. 'fUr)
COMPl.E11ON OF CAUSE Gt" 0
OF DERH? H.._ HomiCide .....0 NoD
--. 0 Pending Irwucig.el/on 0
.....0 NoD 0 o PLACE OF INJURV. AI home. farm. Sir"'. factory. office ".
Suicide Coutd not be detefITllt'l4ld
building, etc. ISpec,lvj
- ..... ZO. _.
CUIT..I".o.:.. onIo, onet
.CSlTWYINQ PHYSICIAN fPtlyscoan certifyIng cause of oealt1 wfl8f' "r"oOI"er Ot'tySlC....has OfO/'lOlJrced deall'! ana camPl~ed Item 231
To the..... of My knowtedve. deeth OCCurred due 10 the ceuM(...nd ",-nne, a. slated. ......... ................ ................
-"'ONOUNaHG AND CI!RTlnlNQ ~YStC'AN (Ptlysoe18n bOIh j:)l'OflOUfIClrog oeattl and Cerl"YInQ to cause 01 CS8aml
To the.....MyIlnowtedg....thOCCurred.1 rhlt Ume, det.. .nclpIec., .Addu. to th.cau,,(s).nd m.nn.r...t.ted............ ......
-MEDICAL EXAMINER/CORONER
On 1Ite~. ofelllAmjna,lon and/or InvesUg.lion, In my opinion, d..th occurred at theUm., date, and pl.ce. .nd due to the c.US.(S).nd
mann.....It.t......,...........,.........................,.,.,................................ .................,...
21a. .-
AEGISTFWl"SS>GNATlJAEANOHU"~~. ~~~ ~III,^IIIOI
LAST WILL AND TESTAMENT OF
ISABEL E. KING
I~ ISABEL E. KING~ of North Middleton Township~ Cumberland 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 revoking and making void any and all Wills by me at any time heretofore
made.
1. I direct my hereinafter named Executrix to pay all of my just debts and
funeral expenses as soon after my death as may be found convenient to do so.
2. All the rest, residue and remainder of my estate~ real, personal and mixed~
and wheresoever the same may be situate~ I give, devise and bequeath unto
Gertrude L. Franciscus, her heirs and assigns, absolutely.
3. I hereby nominate, constitute and appoint the said Gertrude L. Franciscus,
Executrix of this my last Will and Testament, and I further direct that my said
Executrix shall not be required to post any bond to secure the faithful performance
of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 9th
day of June, 1965.
~e~ (SEAL)
Signed, sealed, published and declared by ISABEL E. KING~ the testatrix
above named, as and for her last Will and Testament~ in our presence, who~ in
her presence~ at her request, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses.
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STATUS REPORT UNDER RULE 6.12
~
Name of Decedent: -=+- '3-ft.b E" l E. ~ d\? ~
Date of Death: S f't~\j ~R'f \ 5 \ d QC,\
fA rJo d\-o'i-d)g~
Will No.: ~C!)O~ - 00 c> CZ>'t Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes~ NoD
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer t6 No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes - No)4
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: -
c. Did the personalgresentative state an account informally to the parties
in interest? Yes No D -
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orphans' Court
and may be attached to this report.
Date: 5{81~"\ ~e.J)(t .f.. ~
Signature
(Oc ~+-R\J~ e. l. _ R ~ ot\-&.S
Name
55 rt4sT" Y E U o~ v3 R G'Eck.e:S Rei
/'1"
..) Address, f
.-., ~~t<.\ \. S\ c, . A- \ lotS
EiT 71 I II ), Vl~ '( \l - '-\8en -'-tq 00
!'. CL-j 170. Telephone No.
Capacity: ri Personal Representative
o Counsel for personal representative
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: +5f\~€'\. ~. ~ l.P ~
Date of Death: :)~t-I u .~~ \.f \5 q. oo~
t
Will No. ~h,\ - OVa 9}\ Admin. No. ~~~ ~\ -04- 00 ~L
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
Name Address
<;; e", 4-f<.. ~ c.2.:e ~ R \\-0 f\-AJ ~ ..s--S- l ,. ([5, \ \ D ld e f<, E~CJ\ E-S ~~
EA~\,.S(C=-\{>~;- \l()l~
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: ~ -- ~ \, - C} '-i
Signature
Name ~t"'-'-'-.k -;f - ~,~
,-. Address 55' b.'i~' e.-~ ~
. .
~ (' J. .....0...; o(L...Q e.- L Pct. \[(, \":5
("1
Telephone-ft l ,) -=r~ C - "t 9. 6 6
.- . Capacity: ~rsonaI Representative
_Counsel for personal representative
)-.
Inventory of the real an personal estate of
Isabel E. Kin!:! , deceased
1. M & T Bank - Checking Account 2678074325. . . . . . . . . . . . . 228 77
2. Max D. Marbain - Security Deposit Refund. . . . . . . . . . . . . . . 650 00
TOTAL.....,.................................... . 878 77
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CO\I\IONWEALTH OF l'E'ONSYL VANIA :
: SS
COLNTY OF CU\IllERL\ND :
Gertrude L. Rhouds ' being duly s\vorn according to law, deposes Clod say.s that she is the
Executrix of the Estate of Isahel E. King , !nte of South }.'lidcllerc1n Tovvnshio
Cumberland County, Pennsylvania, dect:Jsed and th;)t the \vithin is an inventory made by Gertrude L. Rhoads
the said Executrix of the entire estate of said decedent. consisting of all the personal property and real estate, except real
estate outside the Commonwealth of Pennsylvania. and that the tigures opposite each item of the Inventory represent it's fair
value as of the date of decedent's death.
Sworn and subscribed before me, ) ~x\..~, L.- ot' i4~_c,,-
~" I Gertrude L Rhoads. Executrrix.
this ~ day of Januarv .2005. I
l 55 E. YeHo\.-v Breeches Road
faLf ? r I iP(~ l Car\isle. FA \7013
Address
l,~MMONWEAL OF PENNSYl VAN1A }
NntanaJ Seal I
K~n S 'Noel. Notary l)ublic
Cachs:le Bom Cum berland Coun~
My Commi':lipi' Expires Dc", 8, 2 07
Date of Death 01 20D4
Day Month Year
I:\STRLCTlOC\S
1. An inventory must be filed within three months after appointment of persunal representative.
" A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may' be attJched as to persrmalty or realty.
4. See Article IV, Fiduciaries Act of 19-t-9.
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OFFICIAL USE ONL Y !
REV-1500 EX ,':6-00'< REV-1500 I
INHERITANCE TAX RETURN FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA 21.04-0084
DEPARTMENT OF REVENUE RESIDENT DECEDENT
o EPT. 280601
HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER
I DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL', SOCIAL SECURITY NUMBER
0 King Isabel E.
E 168-26-2520
C ! DATE OF DEATH IMM-DD-YEAR) DATE OF BIRTH iMM DD~YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
E
0 01/15/2004 12/29/1932 REGISTER OF WILLS
E
N ilF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
T
X 1. Original Return - 2. S"pplemec',' Ret"m B 3. Remainder Return ~~f~i t~ ~ra1tt82)
-
CAPB 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required
HpRL ....". -
EplO ~ 6. Decedent Died Testate _ 7. Decedent Maintained a Living Trust - 8. Total Number of Safe Deposit Boxes
CRAC (Attach copy ofWil11 (Attach copy of Trust)
KOTK o 9. litigation Proceeds Received D 10, Spousal Poverty Credit D
ES 11. Election to tax under Sec. 9113(A)
{date of death between 12-31-91 and 1-1-95) (Attach SchO)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO;
P NAME COMPLETE MAILING ADDRESS
C
0 0 Roger B. Irwin Esq. 60 West Pomfret Street
R N
R 0 FIRM NAME !If Applicable) West Pomfret Professional Bldg.
E E IRWIN & McKNIGHT Carlisle, PA 17013
S N
T TELEPHONE NUMBER
717/249-2353
1. Real Estate (Schedule A) (1) None OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or (3) None ">
-" "'}
Sole-Proprietorship ,
c,
4. Mortgages & Notes Receivable (Schedule 0) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 878.77 " "
R
E (Schedule E) -
C '. ~..} :
A 6. Jointly Owned Property (Schedule F) (6) None .,!;
p --
I D Separate Billing Requested ,
T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
U
L .~ Schedule G or L) .j
A
T 8. Total Gross Assets (total Lines 1-7) (8) -_J 878.77
I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 272 . 00
0
N 10. Debts of Decedent. Mortgage liabilities, & Liens (Schedule I) (10) 767,93
11. Total Deductions (total Lines 9 & 10) (11) 1. 039.93
12. Net Value of Estate (Line 8 minus Line 11) (12) (161.16 )
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) (161.16)
C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0
M
P 15. Amount of Line 14 taxable at the spousal tax
T U
A T rate, or transfers under Sec. 9116(a)(1.2) 0.00 X .0 0 (15) 0.00
X A 0.00 .0 45 (16) 0.00
T 16. Amount of Line 14 taxable at lineal rate X
I I 17. Amount of Line 14 taxable at sibling rate 0.00 X 12 (17) 0,00
0
N 18. Amount of Line 14 taxable at collateral rate 0,00 X .15 (18) 0.00
19. Tax Due (19) 0.00
20. CBECKt-!EllEIF,YQQ,Al!l!'I'll!!lQl!STINQA.llEF\)N[),PF#oI.QIIERp,i\Y"'l!Nr
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH < <
Copyright '~c) 2000 form software only The Lackner Group. Inc Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
CITY I STATE r ZIP
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) 0.00
3. Interest/Penalty jf applicable
D.lnterest
E. Penalty
TotallnterestlPenalty ( D + E ) (3) 0,00
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) 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference_ This is the TAX DUE. (5) 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. (58) 0,00
Make Check Payable to: REGISTER OF WillS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and Yes No
a. retain the use or income of the property transferred: ~ ~
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest: or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982. did decedent transfer property within one year of death
without receiving adequate consideration? . 0 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? 0 0
4. Did decedent own an Individual Retirement Account. annuity, or other non-probate property
which contains a beneficiary designation? 0 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return. including accompanying schedules and statements. and to the best of my knowledge and belief. it is true.
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge
SIGNATURE OF PERSON RESPONSI BLE FOR FILING RETURN Gertrude L. Rhoads DATE
55 E Yellow Breeche ,It ~//)l
SJ;\....v.,...~... __l ,v' ~' , \'2..{......, --<."t.....J.;,- - - -Ca~l-isie,u PA- - -i 7613- - - - _u -, - -- - - -- - -- - --
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE IRWIN & McKNIGHT DATE
60 West Pomfret Street ifd17'
-----------------------------------------------------
Carlisle, PA 17013
For dates of death 0 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'ts % [72 P.S. 9116 (aIl1.1) (;1].
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) (1.1) (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 PS 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
~. _ L' _', ..."^" >___ __h...~._ _~I.. T,.,,, I ~r""ncr r..r...."" In,... Form REV-1S00 EX (Rev, 6-00)
REV -1508 EX + (1-971
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Isabel E. King SSIf 168-26-2520 01/15/2004 21-04-0084
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 M & T Bank - Checking Account 2678074325 228.77
2 Max D, Marbain - Security Deposit Refund 650,00
TOTAL (Also enter on line 5, Recapitulation) $ 878,77
(If more space is needed, insert additional sheets of the same size)
Cn(1vrinht (c119Qf; farm <:;Qftwilre anlv CPSvslems_lnc Form REV-1508 EX {Rev. 1-971
REV 1511 EX +11-971 SCHEDULE H I
COMMONWEAL TH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Isabel E, King 55!1 168-26-2520 01/15/2004 21-04-0084
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A, FUNERAL EXPENSES'
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 State Zip
-
Year(s) Commission Paid.
2. Attorney's Fees IRWIN & McKNIGHT 175.00
3, Family Exemption. (If decedenfs address is not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 37.00
5. Accountant's Fees
6. Tax Return Preparer"s Fees 30.00
7. Other Administrative Costs
1 Register of Wills - Filing Fee 30.00
TOTAL (Also enter on line 9. Recapitulation) $ 272.00
(If more space is needed. insert additional sheets of the same size)
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REV-1512EX~':1-971 I
SCHEDULE I I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, i
INHERITANCE TAX RETURN MORTGAGE LIABILITIES, AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Isabel E. King SSII 168-26-2520 01/15/2004 21-04-0084
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 AAA Financial Services - Visa #4264 2960 2402 0387 389,67
I
2 Jenny Rhoads - Wolfgang Candy 35,50
3 Masland Associates - Medical 100,00
4 Met-Ed - Electric 12.14
5 South Middleton Township Municipal Authority' Water/Sewer 99,00
6 UCI Gas Service 122.97
7 UPS Breathing Equipment 8.65
TOTAL (Also enter on line 10. Recapitulation) $ 767.93
(If more space is needed. insert additional sheets of the same size)
CODvriahl Ie) 199610rm software onlv CPSvslems.lnc Form REV-1512 EX (Rev 1-97)
REV 1513 EX +(9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIAR IES
IN HERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Isabel E. King SSfI 168-26-2520 01/15/2004 21-04-0084
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;'i1.2)]
1 Gertrude L. Rhoads Friend Remainder
55 E. Yellow Breeches Road
Carlisle, PA 17013
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET
II, 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 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
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LAST WILL AND TESTAMENT OF
ISA BEL E. KING
I, ISABEL E. KING, of North Middleton Township. Cumberland 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 revoking and making void any and all Wills by me at any time heretofore
; made.
1. I direct my hereinafter named Executrix to pay all of my just debts and
funera l expenses as soon afier my death as may be found convenient to do so.
2. All the rest" residue and remainder of my estate" real" personal and mixed,
and wheresoever the same may be situate, I give, devise and bequeath unto
Gertrude L. Franciscus, her heirs and assigns, absolutely.
3. I hereby nominate" constitute and appoint the said Gertrude L. Franciscus..
Executrix of this my last Will and Testament, and I further direct that my said
Executrix shall not be required to post any bond to secure the faithful performance
of her duties in the Commonwealth of Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 9th
day of June, 1965. ,
~YL ~ LCSEALl
. "
Signed, sealed, published and declared by ISABEL E. KING, the testatrix
above named, as and for her last Will and Testament" in our presence, who" in
her presence, at her request, and in the presence of each other. have hereunto
subscribed our names as attesting v..'itnesses.
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rl:1M&fBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-I2 Phone (888) 502-4349
Fax (302) 934-2955
January] 1, 2005
Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, Pennsylvania 17013-3222
Re. Estate or Isabel t.. Kin>!
Social Security: 168,26-2520
Date of Death: January 15. 2004
Dear Sir or Madam:
Per your ,nquiry dated January 03, 2005, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
l. T}pe of A CColmt Checking Account
Account Number 2678074325
Ownership (Names oj) Isabel EKing
Opening Date 6/1/79 Closed 1/28/04
Balance on Date of Death $228.77
Accrued Interest $ 000
Total $22877
Please be advised, there was no safe deposit box found for the above decedent.
For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the
Stonebedge Office # 717-240-4524.
Sincerely,
/--
flpftYt: rS" I j
V I' J'...."
Nancy Clagett IN ~t<1 -t.;I1~- ..'.."..\
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Records lVfanagernent (1.,) .
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