HomeMy WebLinkAbout03-1002PETITION FOR PROBATE and GRANT OF LETTERS
Social ~rity No. / 7~ -~ - ~ ~ Commonwe~th of Pennsylvania
q~e p~ition of the ~d~l~ r~ctfuHy ~p~n~ t~:
Your p~:ition~(s), who is/are 18 y~rs of ~e or older ~ the ~e~f- ~
~n the las~ will of the a~ve d~ent, d~ed ~ ~ / 0,
and codicil(s) dated ~ r~ ~ / ~. //~ ~ .........
I '~ '
in thc
n~mecl
(suite relevant ~r~nnstanom, e.l!. r~~, ~th of ox~utot, ~c,)
]~en~e'nt w~ do~ictl~ at d~th in ~ ~ ~ ~ ~/~ ~ ~ Cowry, P~lva~, with
~ .l~'fa. milyorp~n~lt~id~at ~1 ~e~c~ ~
/ ~ at. et. num~ and muo~lity)
~xeot ~ follows, d~t did not m~, w~ n~ divorced and did not have a child bo~ or adopt~
after execution of the will offered for probate; wa~ not the victim of a ldllln~ and was never adjudicated
incompetent: ..-.,
D~en~leut at d~tth owned property with e~timated values as follows:
(Ir domiciled in Pa,) All pernonnl property
(lf not domiciled in Pa.) Personal property in Pennsylvania
(Il' not domiciled Ln Pa-) Personal property tn County S
Vl~lue of leal estate in Pennsylvania
siluatcd as follows: ~/~/-,~//z~'/~'~o',~/
WHER:~.FORE, pctltioner(s) respectfully
p:reser, tted herewith and the grant of letters
th~rot~.
requ. est(s) the probate of the last will and codicil(s)
-(t~amrnmr),; admtni~tttlen c.l.a4 aq~q*xi~stmtion d,b.n,c,t.~.)
OATH OF PERSONAL REPRF~ENTATIVE
COMMONWFALTH OF. PENNSYLVANIA '1~ SS
J
~e ~titton~{s) above-nam~ ~(s) or affix(s) that the st~m~
t~e ~d corr~ to the b~ of the ~owl~ge and ~ief of ~tit~n~(s)
tativ~s) of the ~bove d~t p~ition~(s) will well and t~ly a~st~ the ~te a~rdi~ to law;.
/_. /
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW __
thc revet~ side hereof, ~atisfactop/proof havin~ bceu presented before me,
IT IS DECREED that the Inmument($) dated /~. , /O /
/
?F/
described thereio be admitted to probate and filed of recorct a~ the last will of
a~d Letters ';'7~s/~ ~ ~.~-~ f~
/
C~. t".~ t' c~ ~¢-~ ,,
~ t:~ in consideration of the petition on
RENUNCIATION
In Re Estate of Helen M. Whitehead, deceased.
To the Register of Wills of Cumberland County, Pennsylvania.
The undersigned M&T Bank (previously known as Dauphin Deposit Bank) in the
person of John Campbell, Vice President Trust Officer, Executor of the above decedent,
hereby renounces the right to administer the estate and respectfully asks that Letters
Testamentary be issued to Michael Malpezzi and Susan Pickford, Esq. as co-executors.
WITNESS my hand this 4th day of December, 2003.
Printed name
Address
tLl~rr,'s'b¢c~ ~ ill} l?IOl
008349-00001/2.17.99/EGM/DLM/119955.1
( bidl
to
·ast ttlill anb estam¢nt
of
HELEN M. WHITEHEAD
I, HELEN M. WHITEHEAD, of Upper Allen Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this to be the sole Codicil to my Last Will and Testament dated May 10,
1991.
Item I. I hereby revoke Paragraph 2 including Sub Paragraphs A, B, and C of Paragraph
2 of Article II of my Will and in Lieu thereof provide as following:
2. Upon the death of my husband, JOSEPH W. WHITEHEAD, or upon my death,
should my husband, JOSEPH W. WHITEHEAD, fail to survive me, the Trustee shall distribute
all of the then-remaining principal and undistributed net income unto ST. JOSEPHS
CATHOLIC CHURCH, 412 East Simpson Road, Mechanicsburg, Pennsylvania.
Item II. In all other respects, I hereby ratify, confirm and republish my Last Will and
Testament dated May 10, 1991, together with this Codicil as and for my Last Will and
Testament.
IN WITNESS WHEREOF, I have hereunto set my hand
/~ day of ~ ,1999.
' HI~I]EI~ 1Vi. WHITEHEA~b
and seal on this the
(SE L)
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
: SS.
COUNTY OF CUMBERLAND :
We, HELEN M. WHITEHEAD, ~r~ Fo. D4~$ and
'?,~/-/gAI .A/ ~,~,~I~A/T ~il~ , the Testatrix and the wimesses,
respectively, whose names are signed to the attached or foregoing instrument, being first duly
swom, do hereby declare to the undersigned authority that the Testatrix signed and executed the
instrument as the Codicil to 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 wimesses, in
the presence and hearing of the Testatrix, signed the sole Codicil to her Will as wimess and that to
the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound
mind and under no constraint or undue influence.
Witness
Subscribed, sworn to and acknowledged
Testatrix, and
witnesses, this/qT~ay of '-yff.~r-r.x&~ , 1999.
Notarial Seal
Nina June Davis Notary Public
Lemoyne Bore, Cumberland County
My Commission Expires Oct. 31, 2002
Member, Pennsylvania Association of Noiafles
before me by HELEN M. WHITEHEAD
and ~.[:PLPl4 ~ [.t.J~l&t-t F ,,/~ ,
Nota'fy Public
Signed, sealed, published and declared by the above-named Testatrix, as and for her sole
Codicil to her Will dated May 10, 1991, in the presence of us, who, at her request, in her
presence and in the presence of each other have hereunto subscribed our names as witnesses.
2
TO
OF
HELEN M. NHITEHEAD
JOHNSON, DUFFLE, STEWART
& WEIDNER
ATTORNEYS AT LAW
LEMOYNE, PENNSYLVANIA
EGM/April 10, 1991/5414
OF
HELEN M. WHITEHEAD
I, HELEN M. WHITEHEAD, of Upper Allen 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 or codicils at any time heretofore made by me.
ARTICLE I
I direct the payment of all my legal debts, and the expenses of
my last illness and funeral from my Estate as soon after my death as
conveniently may be done. I direct that all taxes that may be
assessed in consequence of my death, of whatever nature and whatever
jurisdiction imposed, shall be paid from my Residuary Estate as part
of the expense of the administration of my Estate.
ARTICLE II
I give, devise and bequeath all the rest, residue, and remainder
of my Estate, of whatever nature and wherever situate unto DAUPHIN
DEPOSIT BANK AND TRUST COMPANY, IN TRUST, for the following uses and
purposes:
1. To have, hold, manage, invest and reinvest the same, to
collect the income and to pay over the net income in quarterly
installments to or for the benefit of my husband, JOSEPH W.
WHITEHEAD, for and during the term of his natural life.
EGM/April 10, 1991/5414
2. Upon the death of my husband, JOSEPH W. WHITEHEAD, the
Trustee shall distribute all of the then-remaining principal and
undistributed net income as follows:
A. $5,000.00 unto my friend, JANET SAGER, provided she is
then living;
B. One-half (1/2) of the balance thereof unto my
grandniece, SUSAN SIPE, Harrisburg, Pennsylvania or her issue, per
stirpes by representation should she not be living at the time for
distribution of her share.
C. One-half (1/2) of the balance thereof unto ST. JOSEPH'S
CATHOLIC CHURCH, 410 East Simpson Street, Mechanicsburg,
Pennsylvania.
i~RTICLE III
In the event that any beneficiary of my Will shall not have
reached the age of twenty-one (21) years at the time for distribution
of his or her share, I give, devise and bequeath such share unto
DAUPHIN DEPOSIT BANK AND TRUST COMPANY, IN SEPARATE TRUST, to hold,
manage, invest and reinvest the share so received, and the
accumulation of income thereon, and to use and apply the income and
principal, or so much thereof as, in Trustee's discretion, may be
necessary or appropriate for such beneficiary's support and education
(including college education, both graduate and undergraduate, and
vocational training) without regard to his or her ability to provide
for such support or education or to make payment for these purposes,
without further responsibility, to such beneficiary or to any person
taking care of such beneficiary. When such beneficiary shall reach
the age of twenty-one (21) years, Trustee shall distribute the then-
remaining principal and any income accumulated thereon unto such
beneficiary absolutely, and the Trust as to that beneficiary shall
terminate. In the event any beneficiary dies before receiving his or
her final distribution hereunder, such beneficiary,s Trust shall
EGM/April 10, 1991/5414
terminate and the balance of principal and income shall be paid over
unto such beneficiary,s then-living issue per stirpes by
representation.
ARTICLE IV
During the time any portion of my Estate remains in Trust, the
same shall not be subject to attachment, levy or seizure by any
creditor, spouse, assignee or trustee or receiver in bankruptcy of
any beneficiary prior to his or her actual receipt thereof. The
Trustee shall pay over income and principal as hereinbefore
determined to the parties designated, as their interest may appear,
without regard to any attempted anticipation, pledge or assignment by
any beneficiary, and without regard to any claims thereto or
attempted levy, attachment, seizure or other process, provided that
if any such levy or seizure, or other process, shall be authorized by
law or specific order of any Court having jurisdiction, Trustee shall
not be liable to any beneficiary for violation hereof by reason of
the same.
ARTICLE V
If at any time during the continuance of any Trust created
hereunder, the Trustee in its sole and absolute discretion determines
that the size of any individual Trust account has become so small as
to be impractical to continue to hold in Trust and uneconomical to
continue to administer as a Trust, then in such circumstances, the
Trustee may without further authorization distribute the balance of
the principal and income in such Trust account to the beneficiary
then-entitled to the income therefrom, and upon such distribution the
Trustee shall be released from further obligation with respect to
that account and shall not be subject to any claim from any person
who may have had a future interest in such Trust account had it been
continued in Trust.
EGM/April 10, 1991/5414
ARTICLE VI
In the settlement of my Estate and during the continuance of the
foregoing Trust, my Executor and my Trustee of the Trust shall
possess, among others, the following powers to be exercised for the
best interests of the beneficiaries:
(a) To retain any investments I may have at my death so long as
my Executor or Trustee may deem it advisable to my Estate or Trust so
to do.
(b) To vary investments, when deemed desirable by my Executor
or Trustee, and to invest in such bonds, stocks, notes, real estate
mortgages or other securities or in such other real or personal
property as my Executor or Trustee shall deem wise, without being
restricted to so-called "legal investments,,.
(c) In order to effect a division of the principal of my Estate
or Trust or for any other purpose, including any final distribution
of my Estate or the Trust, my executor or Trustee is authorized to
make said divisions or distributions of the personalty and realty
partly or wholly in kind. If such division or distribution is made
in kind, said assets are required to be divided or distributed at
their respective values on the date or dates of their division or
distribution.
(d) To sell either at public or private sale and upon such
terms and conditions as my Executor or Trustee may deem advantageous
to my Estate or Trust, any or all real or personal estate or interest
therein owned by my Estate or Trust severally or in conjunction with
other persons or acquired after my death by my Executor or Trustee,
and to consummate said sale or sales by sufficient deeds or other
instruments to the purchaser or purchasers, conveying a fee simple
title, free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the application of
EGM/April 10, 1991/5414
the purchase money or to make inquiry into the validity of said sale
or sales; also, to make, execute, acknowledge and deliver any and all
deeds, assignments, options or other writings which may be necessary
or desirable in carrying out any of the powers conferred upon my
Executor or Trustee in this paragraph or elsewhere in my Will.
(e) To mortgage real estate, and to make leases of real estate.
(f) To borrow money from any party, including the Dauphin
Deposit Bank and Trust Company, Harrisburg, Pennsylvania, to pay
indebtedness of mine or of my Estate or Trust, expenses of
administration, or inheritance, legacy, estate and other taxes.
(g) To pay all costs, taxes, expenses and charges in connection
with the administration of my Estate or Trust. My Executor shall pay
expenses of my last illness and funeral expenses.
(h) To vote any shares of stock which form a part of my Estate
or a Trust and to otherwise exercise all the powers incident to the
ownership of such stock.
(i) In the discretion of my Executor or Trustee, to unite with
other owners of similar property in carrying out any plans for the
reorganization of any corporation or company whose securities form a
part of the Trust or my Estate.
(j) To assign to and hold in a Trust an undivided portion of
any asset.
EGM/April 10, 1991/5414
ARTICLE VII
I name, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST
COMPANY, Harrisburg, Pennsylvania Executor of this my Last Will and
Testament.
/INWITNESS WHEREOF, I have hereunto set my hand and seal, this
day of ~~ , 1991.
·itehead -
Signed, sealed, published and declared by the above-named
Testatrix, as and for her Last Will and Testament, in the presence of
us, who at her request, in her presence and in the presence of each
other, have hereunto subscribed our names as witnesses.
EGM/April 10, 1991/5414
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
:ss:
~6~;~_ .~'~. C~os$ , the Testatrix and the witnesses,
respectively, e 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 his/her knowledge the Testatrix was at that time eighteen
years of age or older, of sound mind and under no constraint or undue
influence·
Subscribed, sworn to and acknowledged before me by HELEN M.
WHITEHEAD, Testatrix, and subscribed and sworn to before me by
~/~ F.~/~r$ , and ~~.~./F]~$ , witnesses,
this /0/~ day of /~ , 1991·
Noffary Public
~ , Nina June Davis, Notary Public
I Lemoyne,~, Cumberland County
~ My Camrnl.?,sL~n Expires Oct. 31, 1994
Member, Pennsy,VaniaAssodal~ o~ Nota, ies
of
Helen M. Whitehead
JOHNSON, DUFFLE, STEWART
& WEIDNER
ATTORNEYS AT LAW
LEMOYNE, PENNSYLVANIA
JRD/June 30, 1992/17858
APR I 6 2004' /
In Re: Estate of HELEN M WHITEHEAD
Late of UPPER ALLEN TOWNSHIP
Estate No.: 21-03-1002
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-2003-1002
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: MICHAEL J MALPEZZI AND SUSAN K PICKFORD
Counsel for Personal Representative: SUSAN K PICKFORD, ESQ.
Date of Grant of Original Letters: 12-04-2003
Date of Delinquency Notice: 03-14-2004
The undersigned, Glenda Famer-Strasbaugh, Clerk of the Orphans' Court, in accordance
with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule
5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e),
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on
MARCH 14, 2004, and that the ten (10) day notice to file the certification has expired.
Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency
and the undersigned requests that a Court conduct a hearing to determine whether sanctions
should be imposed upon the delinquent personal representative or counsel for the delinquent
personal representative.
Date: 04-15-2004
Distribution:
Glenda Famer Strasbaugh-~
Clerk of the Orphans' Court
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for~ atC[', ~O in Courtroom No. 3. If the Certification of Notice is
filed prior to the hearing date, ~e hearing will automatic al lyb,~~ ~~
Georgel~E. ~l~ ~fer,*'e. f.
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
/,/.
Date of Death:
Will No. o~.. 0 0,~
To the Register:
Admin. No.
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the O.rphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on [t~(3,~.-~ [0 ! ozO0~" :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Address
Telephone
Capacity:
Personal Representative
/~Counsel for personal representative
_-t-
ru
r'~
Postage
Certified Fee
I'-I Return Reclept Fee
(Endorsement Required)
r"'l Restricted Delivery Fee
r--~ (Endorsement Required)
Total Postage & Fees
Postmark
Here
a! Cornplete items 1, 2, and 3. Nso comPlete
item 4 If Restricted Delivery is desired.
· Print your name and address on the mveme
so that ~ve can return the card to you,
· A~tach this card to the back of the mailpiece,
~reased to:
D. Isdaiiver 17 r'lyea
PICKFORD SUSAN K
3344 TRINDLE ROAD
CAMP HILL PA 17011
i [] Registered [] Retum Receipt for Memhandlea
[] Insured Mall [] C.O.D.
4. Restricted Deliveo/? ,/F~e_ Fee) I-I Yea
7003 1010 0001 1204 2400
~c~Retum Receipt '
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IN THE ORPHANS' COURT OF CUMBERLAND COUNTY, PENNSYLVANIA
FIRST AND FINAL ACCOUNT OF
MICHAEL MALPEZZI
EXECUTOR OF THE ESTATE OF HELEN M. WHITEHEAD
LATE OF MECHANICSBURG
CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED
DATE OF DEATH:
October 5, 2003
DATE OF ISSUANCE OF LETTERS:
November 21, 2003
DATE OF ADVERTISING:
The Patriot News
January 27, 2004
February 3, 2004
February 1 0, 2004
Cumberland Law Journal
March 11,2005
March 18, 2005
March 25, 2005
ATTORNEY:
Susan K. Pickford, Esq.
3344 Trindle Road
Camp Hill, PA 17011
(717)612-1660
C)
c' ")
"2~ ,,",
t:;
c>'
L~:)
FIRST AND FINAL ACCOUNT OF
MICHAEL MALPEZZI
EXECUTOR OF THE ESTATE OF HELEN M. WHITEHEAD
LATE OF MECHANICSBURG
CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED
PRINCIPAL RECEIPTS
2003
December 16 Received from M&T Bank/checking $ 4,000.00
2004
February 11 Received from M&T bank ICD 1,123.95
April 20 Received from proceeds from sale of vehicle 10,400.00
September 29 Received from sale of furs 230.00
September 29 Received from,sale of jewelry 9,000.00
2004
Jan. 14
Jan 24
Feb. 19
Feb. 26
March 2
April 16
April 24
TOT AL PRINCIPAL RECEIPTS
$24,753.95
PRINCIPAL DISBURSEMENTS
M&T - Safe Deposit Box Payment
Appraisal of furs
Hess' Garage - car care for sale
Country Meadows - final bill
Account checks
Rossi Jewelers - appraisal of jewelry
Malpezzi Funeral Home
Professional services rendered:
Attorney fees
38.00
125.00
185.99
983.65
22.00
477.00
$11,014.50
1312.50
Costs re: Probate
Newspaper advertising
Newspaper ad re sale of furs
Probate fee
Short Certificates
495.11
2005
Professional legal services rendered:
Final accounting
Close Estate
450.00
TOTAL PRINCIPAL DISBURSEMENTS
$15103.75
SUMMARY
TOTAL PRINCIPAL RECEIPTS
TOTAL PRINCIPAL DISBURSEMENTS
$24,753.95
$15.103.75
$ 9.650.20
RECONCILIATION ACCOUNT
Balance for accounting as per First and Final Account
$ 9.650.20
March
2005
Joesph W. Whitehead - Advance of residue in accordance with
Article II ofthe Will. $9,650.20
BALANCE FOR DISTRIBUTION
$
0.00
Exhibited into the Office of the Register of Wills in and for the County of Cumberland
this day of August, 2005, by
Michael Malpezzi
Executor of the Estate of Helen W. Whitehead
BY:-~~+
Michael Mal e ~
"
I hereby certify that actual notice of the time of presentation of this account and of the
character thereof has been given to every unpaid creditor who has given written notice of
his claim to the accountants and to every other person to whom the accountants have
knowledge of notice who claim an interest in the estate as a beneficiary.
Michael Malpezzi
Executor of the Estate of Helen W. Whitehead
BY:~~~,
Michael Malpezzl
COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF CUMBERLAND )
I hereby certify that on this~rdday of August, 2005, before me the subscriber, a
Notary Public in and for the said Commonwealth and County, personally appeared
Michael Malpezzi, named Executor, who being duly sworn according to law, deposes and
says that the foregoing is a true and c~rrect account of all the rights, goods, chattels and
credits which came into the hands or possession of the Estate or into the hands or
possession of any other person or persons for them.
The affiant further says that no person claiming to be interested in said estate,
whether as creditors, legatees, next of kin or otherwise, gave written notice of such claim
to the Executor.
0fi~CA- d ;;l)LL~~
Sworn to and subscribed before
me this day of August, 2005.
.
~duJ~'
o Public
NOIIrWd. 11M.
I.IIM L WIIJS
NaIaIy PubIc
lIEatnJU_RGIOIlIlIt,aMERlNC)CClMTY
.., CclmfiIIlIQft..... Sep 1" 2007
STAres REPORT UNDER RULB 6.12
Name of Decedent: de / e f1 fYl tJ h I'f~ h~1'.1Ol
Date of Death: lOc n be r .:>; c2. Q2. ~
Estate No.: rl 003,- 0/ oo:t:
Pursuant to Rule 6.12 of the Supreme Cowt 0rpIums' Court Rules. I Iq)Ort the following
with respect to completion ofthc administration of die abovo-captioned estate:
I. St8te ~ether administration of the estate is complete;
Yes ~ No 0 .' '
2. If the answer is No, state when the personal n:pracrdBtive reasonably believes that
the administration will be complete:
~. ,If th~ answer to No:' t -i8:Y~ StatO~' F6Iiowing:" '
a. Did ~ I'Cpresentative file a fmal account with the Court?
Yes ~ No 0 , _ '",
b. The separate Orphans" Court No. (if any) for the personal representative's
. account is:
c; Did. the personal representative state an aceount infonnany to the parties in
interest? Yes j! No. 0
Date:
c. Copies of recci~ releises. joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
~~/;hedW~~~;~p,,~ " ~
/ ' $ij; , ' - tf'
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717 -{,I;2~/~tto '
Telephone No.
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Capacity: 0 Personal RqxClClltative
~ Counsel for personal representative
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COMMONWEALTH OF
PENNSYlVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEOENT'S NAME (LAST, FRST, AND MVDLE INITIAL)
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DATE OF DEATH (MM-DO-YEAR) ) .
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(IF APPLICABLE) SURVIVING spouse's NAME (LAST. FIRST, AND MIDDLE INITIAl)
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FI.E NUMBER
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courmooOE 'tEAR - NiiiiER- -.-
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SOCIAL SECURITY NUMBER
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THIS RETURN MUST BE FLED IN DUPLICATE WlT1i '('HE
REGISTER OF WILLS
SOCIAl SECURITY NUMBER
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03. RenWnd&r Return (dllleol<le.lIptillrt1l2.13-B21
o 5. Federal Estate Tax Return Requtfed
__ 8. Total Number of Safe Deposit Boxas
o 11. EIeclIoo to tax under Sec. 9113(A) {Allam Bel, 0.'
'II'J'W
Bill
g 1. Oliginal Return
lJ 4. Limited Estate
o 6. Decedent Died Testam (AIlem COP\' 01 W.)
o 9. liUgaiion Proceeds Received
o 2. Supplemental Return
o 48. Future Interest COl'llItomtse (dats 01 d6iJtl alltr 12.'12-82)
o 7. OeCedellt Maintained a Living Trust (AIIadt 0JIll (>! I'M!)
o 10. Spousal Poverty Credlt \dliertdealhl"'_12'JHI131'1<1 Hll5)
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FIRM NAME t'fAPI'lcablfl ~
_ 33 r f ff/~t:l1e d
TELEPHONE NUMBER
- (,,1.2 - 0
<' -'J
,~. 1
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(1) e-
(2) -e-
(3) -e-
(4) __..::&::.
(5) OlYj. 75'..3d.5
(6). .8--
(7) e-
......._-..
,
c.;,
1 Rllel Estate (Schedule A}
2. Stocks and Bonds (Scl1edu/e 8)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Sc:I1edule 0)
5. Cash, Bank Deposits & Miscellaneous PernonaI property
(Schedule E)
6. Jointly Owned Property (SchefJule F)
o Separate BUMng Requested
7. Inler-Vlvos Transfers & Mlsr.ellaoeous Non-Probam Property
(SdleduJe G << L)
8 Totll Gross Assets (total Une51-7)
9. Funeral Expenses & Admlnlstralive Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities. & Liens (Schedule /l
11. Total Deductlont (total Unes 9 & 10)
12. Net Value of &tate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (ScheUule J)
14. Net Value Subject to Tax (Une 12 minus Line 13)
(9) ../.$20
(10). 'I gO
SEE IMSTRUCllONS OM REVERSE SIDE FOR APPUCABLE RATES
z
o
!;(
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11.
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15. Amoon! of Line 14 laxIIbIe at the spousal tax
ram, or transfers under Sec. 9116 (a)(t2)
.__._~k.~3,2-L..-...-_.-- x .0__.__ (15)
...___.._...._.__.._____.___.._.....__._____..._.____...... x .0 .___._.. (16)
L.,,,...,~.~...,_~..,.~..._,..,,....."...,_.. ~_.t,l.~.,,".,...
N
(8) ~~ 75'3,75"
(11)
(12)
(13)
/.s-, /00,66
)
? _ t5'3 ,~..r
"
.4-
~.?.s.""- -3. ?J
16. Amount of Une 14 taxable at lneal rate
17. Amount of Une 14 taxable al slblng ram
x .12
(14)
-c:r
(17)
(18)
(19)
.-$-
18. Amount 01 Line 14 laxable at collateral rale
x .15
19. Tax Due
CHECK HERE IF YOll ARE RECiUESTING A REFlJt~n OF AN OVERPAYMENT
.. Decedent's Complete Address:
.___,___~L'f\+"''/ LrtC~l)l.JS
_____ ._____~33 ' /r,n~e Rd
CITY "
hc:;t 11 'c s
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditsfPayments
A. Spousal Poverty Credit
B. Prior paymenls
C. Discount
(1)
Total Credits (A;. B oj. C) (2)
3. InlerestlPenalty if applicable
D. htarest
E. Penalty
(3)
(4)
(5)
(5A)
4.
Total nlerestJPenalty ( 0 + E )
If Line 2 is greater than line 1 ;. line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Una 20 to request a refund
5.
If l'ne 1 .. Line 3 is greater than Line 2, enler the difference. This Is the TAX. DUE.
A. Enter tf1e interest on the tax due.
B. Enter the total of Une 5 + 5A. ThIs is the BALANCE DUE.
ZIP /'? 0..:.-0-
~
-G-
--0-
.-A-
.-e-
-A--
'-0
-e-
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
ii1i~r~'~~~f:i~~W~~i~~~)/,jI~~1~fl~1.l;~il\lij.~1~ml1!;ill!~lillf.ilj~mfiill~~ll!m~..I~J:~.illR!,~~_~~IJII.Vm[m1.Jlf_i~I[_mill_.i'lWI~~;1Wi!!l1!'!~"~i
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfef and: Yes
a. retain the use or income of the property lransferred;.......................................................................................... 0
b. retain !he right to designate who shall use the property transferred or its income;............................................ 0
c. relain a reversionary interest; or.......................................................................................................................... 0
d. receive the promise for life of etther payments, benefits or care? ...................................................................... 0
2. If death occurred after December 12, 1982, did decedent transfer properly within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
4. Did doo:ldent own an Individual Retiremenl Account, annuity, or other non-probate property which
contains a b&neflciary designation? .............-.......................................................................................................... 0
~
lZf
)ZI
~
.ef
IF THE ANSWER TO ANY OF THE ABOVE QUESnONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE rr AS PART OF THE RETURN.
Under Jlllnaltles of perjJl)', I declanllI8Il haw elllll11ined Ills 1lIIum, lncWilg ~ schedIlIes and slBIilmenlB. ancIlo \he best of mv !uIwAlIdge and befi8( . Is 1ru8, CIlrtlICt and 00ITIjIlII8.
OecIaraboo 01 JlIPIlI1II clhet lhan lbe personal repI'BIlII1IeIIl& based on aIIlnbmalIon of whlcII {If8PIPl' halllllY kIlowIedge.
SIGNATURE OF PE N RESPONS~pING RETURN DATE . -
~~-~~-----------~-
SfGNP.r(jR~!~ER~PRE~\k-.-...._-~L$g_--..-L..1..LZ~(L---_--__..-----.------..DATE--..-.---.---.-----.-..--......
ADDRESS
- ,.. -"-'. .-.~.------ .-,~. --..~--.---------._..-------"--.--~._--".-,--,_._---------..---.-..~..-_.-'~_...._.__._._______._.._.._.._~.,'____~"_.~R__"_~.___...,____~_______".__.._._~..__.______________._,.~._._._~__.~.._...~_____.._____.__._._.
- ~.-.-.--------._----.-.---....---_._~.~"----.._.._~.~----."--..-----...-.-.-.----.-~--,~..--_...--._-_._.-.--~---.-____._._________.~___r__._....__...._____..____._.____.____.____....._____~__..__._.__'_._.____.____~.,.~..__._....__
:!.n!i'(,i;!~1mirll~m~ji~lb~'~jii~lil;li~f~1I11;irJlllnj~~flli~;~riill.~ii1l'j.WIl~fmrH~fliiJl'~~Ifi.J~..j.,JI.I/Ii~M~~J.l~lil~~~~li1fjl~_J'JJM_.Mif~~,!~;l!!,~i.~
For dHles of death 011 or alter ,July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of \he slIrvMng spouse is 3%
[72 PS 39116 (a) (1.1)(1)1.
For dates of death en or after January 1. 1995, the tax rate imposed on ttJe net value of transfers 10 or for the use of the survIVing 5pOutle is 0% [72 P.S. ~9116 (a) ('1.1) (Iill.
The s lawte \!Pes not ex~.m a transfer to a surviving spouse from lax, and ttJe statutory requirements for disclosure of assets and filing a tax retum are stiR applicablE, even jf
the surviving spouse is the only beneficiary.
For dales of death on or after July 1, 2000:
The lax rate imposed on the net value of transfers from a deceased child twenly-one years of age or younger at death to or for the use of a natural parent an adOpti'l'il parent,
or a stepparent of the child is 0% [n P.S. ~9116(a)(1.2)J.
The ta,~ rate Imposed on the net value of transfers 10 or for lhe use of the decedent's ineal beneficiaries is 4.5%, e)(cept as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(111.
The lax 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 slbIing Is denne<:!. under Section 9102, as an
i~dividual who has at least one parent in common wl1h the decedent, whether by blood or adoption.
RE\I-1508 EX+ (6-98)
*'
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULI I
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF / / . /
/1 elt' 1'1
/1J
Include the proceeds of IItIgaUon and the dale the proceeds were receIv<<I by the Idle.
All IJIOperty jotnay..owned with right of IIIrYIvonhlp mUlt be dIacIoItd on Schedule F.
VAlUE AT DATE
OF DEATH
IJA >fe j,t't:~
FILE NUMBER
ITEM
NUMBER
DESCRIPTION
I)
;;)
3)
o
5)
f>1~'J 6t'--f\ k IcA~(:k 1(1 ~
(YJ..rf 6A.nJ<: / c])
~tA.-1 t:. i).p Ve h ~ cl'€; tJ- a IJcT1 0('\
5Ct/~ c}f -Pv r 5
5CAU ~f (J~el"1
~J -
~(kM.oc)
'I 1.:l3 . '1..5-
)D.I 1(')0,00
.;(3(). 00
? . t}t.1O. 00
/
fJr-IJCf'eds -
In {;eeJ.s .-
mAL (Also enter on line 5, Recapitulation) $ Ot Y I 7..s 3,. 7 S-
(If more spaCllll& needed. Insert addlllonalllheets of the same size)
REV-1511 EX+ (12-99)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRAnVE COSTS
==
ESTATE ~ J
e/~/J
(fl.
I~ /J / Ie 11t'tA:d
FILE NUMBER
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
~ -
It) OIl{
1.
FUNERAL EXPENSES:
fYI c,J pc z 2 {. ,,c; ~ (' I~j fk /7l €...
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representatlve(s)
Social Security Number(s)/EIN Number of Personal Representatlve(s)
Street Address
City
. Slate
Zip
Year(s) Commission Paid:
Attorney Fees ~ ..5 0-' a (l K Ilcf4v~ c&.(s .
3. Famijy Exemption: (If decedent's address is not the same as claimant's, attach explanation)
f/7{,;)..-
/
2.
ClaImant
Street Address
City
State
. Zip
Relationship of Claimant to Decedent
4.
ProbateFees A//ra(~c-./c A)f~/je~J:/r11 ('J..t"ck.s / IrtAJ Ie.~/_ II 1,3 c; 3
Accountant's Fees ;; tl.J JI C ~ f /0;" /l ()f I c.'t" S / e e r f / II (" c.. ~ !"
5.
6.
Tax Retum Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ / 7'; / dO"' a~u~
(If more space is needed, Insert addlllonal sheets of the same size) /
~EV.1512 EX+ (12-03)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE11JRN
RESIDENT DECeDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTlES, & UENS
FILE NUMBER
ESTATE OF
ITEM
NUMBER
1.
Report debts Incurred by the decedent prtor to dqth wNch remained unpaid as of the date of death, including unrelmbursed medical expenses.
VALUE AT DATE
OF DEATH
DESCRIPTION
('C()f1+1 fYlecu:lo<-JS -+/~,-l b~ II
C; f> 3 . C,S-
TOTAL (Also enter on line 10. Recapitulation) $
(ft more space Is needed, Insert additional sheets of the same size)
, 8 0.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AP.PRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDucTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-13-2006
WHITEHEAD
10-05-2003
21 03-1002
CUMBERLAND
101
APPEAL DATE: 04-14-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~r_~~9~~_r~~~_~~~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HElEN M FILE NO. 21 03-1002 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PD BDX 280601
HARRISBURG PA 17128-0601
...... .......
f .~"
.
',:", r ,:~
r\ -"~
,
SUSAN K PICKFORD ESQ~
3344 TRINDLE RD
CAMP HILL
PA 17011
ESTATE OF WHITEHEAD
REV-1547 EX AFP (06-05)
HElEN
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 02-13-2006
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
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
24.753.95
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
24,753.95
15.100 00
9,653.95
.00
9,653.95
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
DATE
+
NUMBER
INTEREST/PEN PAID (-)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
14,120.00
9,653.95 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
(19)= .00
AMOUNT PAID
.00
.00
.00
.00
980.00
(11)
(12)
(13)
(14)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( 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.)
y
RECEIVED MAR 1 0 lu~69
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY , PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF HELEN M WHITEHEAD
Deceased
NO. 21-03-1002
ORDER OF COURT
AND NOW, this --i 7 ft day of March, 2006, the within account is confirmed and distribution
directed in accordance with the schedule.
By the Court,
:rsk
Qt.
In Re: Estate of \\c.L~ ~ 'IN ,:::. \\ c;;;: \\" ~ \J
Estate No.:
~~ \ ~ ~ ~~ -- \ ~~ -1-
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO.
CERTIFICATE OF SERVICE OF ORDER
ORDER DATED:
'?) - '\ '\ - "Z:J ~
JUDGE'S INITIALS:
-:S~~
TIME STAMP DATE:
~ ' ~~ - ~\o
INRE:
~', ~ \\\... \\,-" ~,~'\'(.;, - ~ '" "'x:~ ~ ~ ',~\~0.
SERVICE TO:
c- ~ '\ "'''''' ,...... co t'.
-" ~~~" ..... "" ,\" '- \J
~ '" ,",,'
-' :j., .
E USPS
DRRR
o Hand delivered
D Other: _
DATE OF MAILING: '3 - 'Ll-. _.~ \-c:
METHOD OF MAILING:
ENENVELOPE(S) BY; D Petitioner
o Judge
~ Clerk of Orphans' Court
SERVICE TO:
METHOD OF MAILING:
o USPS
DRRR
o Hand delivered
D Other: _
ENVELOPE(S) BY:D Petitioner
D Judge
D Clerk of Orphans' Court
DATE OF MAILING:
c:\~ , \(~\\0
~
Deputy Clerk of Orphans' Court
Clerk of the Orphans' Court
& \ - d-OO 3-- \ (JO~
RECEIVED MAR 1 0 2C05 {
!
IN THE ORPHANS' COURT OF CUMBERLAND COUNTY. PENNSYL VANIA
FIRST AND FINAL ACCOUNT OF
MICHAEL MALPEZZI
EXECUTOR OF THE EST ATE OF HELEN M. WHITEHEAD
LATE OF MECHANICSBURG
CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED
DATE OF DEATH:
October 5, 2003
DATE OF ISSUANCE OF LETTERS:
November 21,2003
DATE OF ADVERTISING:
The Patriot News
January 27,2004
February 3, 2004
February 1 0, 2004
Cumberland Law Journal
March 11, 2005
March 18, 2005
March 25, 2005
ATTORNEY:
Susan K. Pickford, Esq.
3344 Trindle Road
Camp Hill, P A 17011
(717)612-1660
__",i
c
t~
l_ _
(-)
(P' ,
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do
FIRST AND FINAL ACCOUNT OF
MICHAEL MALPEZZI
EXECUTOR OF THE ESTATE OF HELEN M. WHITEHEAD
LATE OF MECHANICSBURG
CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED
PRINCIPAL RECEIPTS
2003
December 16 Received from M&T Bank/checking $ 4,000.00
2004
February 11 Received from M&T bank ICD 1,123.95
April 20 Received from proceeds from sale of vehicle 10,400.00
September 29 Received from sale of furs 230.00
September 29 Received from,sale of jewelry 9,000.00
TOT AL PRINCIPAL RECEIPTS
$24.753.95
PRINCIPAL DISBURSEMENTS
2004
Jan.14
Jan 24
Feb. 19
Feb. 26
March 2
April 16
April 24
M&T - Safe Deposit Box Payment
Appraisal of furs
Hess' Garage - car care for sale
Country Meadows - final bill
Account checks
Rossi Jewelers - appraisal of jewelry
Malpezzi Funeral Home
Professional services rendered:
Attorney fees
38.00
125.00
185.99
983.65
22.00
477.00
$11,014.50
1312.50
Costs re: Probate
Newspaper advertising
Newspaper ad re sale of furs
Probate fee
Short Certificates
495.11
2005
Professional legal services rendered:
Final accounting
Close Estate
450.00
TOTAL PRINCIPAI.- DISBURSEMENTS
$15103.75
SUMMARY
TOTAL PRINCIPAL RECEIPTS
TOTAL PRINCIPAL DISBURSEMENTS
$24,753.95
$15.103.75
$ 9.650.20
RECONCILIATION ACCOUNT
Balance for accounting as per First and Final Account
$ 9.650.20
March
2005
Joesph W. Whitehead - Advance of residue in accordance with
Article II of the Will. $9,650.20
BALANCE FOR DISTRIBUTION
$
0.00
Exhibited into the Office of the Register of Wills in and for the County of Cumberland
this day of August, 2005, by
Michael Malpezzi
Executor of the Estate of Helen W. Whitehead
BY:;W~.~#Y::
Michael MalPe ' ~
I hereby certify that actual notice of the time of presentation of this account and of the
character thereof has been given to every unpaid creditor who has given written notice of
his claim to the accountants and to every other person to whom the accountants have
knowledge of notice who claim an interest in the estate as a beneficiary.
Michael Malpezzi
Executor of the Estate of Helen W. Whitehead
BY:-~~~ '
Michael Malpezzl
COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF CUMBERLAND )
I hereby certify that on thisArdday of August, 2005, before me the subscriber, a
Notary Public in and for the said Commonwealth and County, personally appeared
Michael Malpezzi, named Executor, who being duly sworn according to law, deposes and
says that the foregoing is a true and c~rrect account of all the rights, goods, chattels and
credits which came into the hands or possession of the Estate or into the hands or
possession of any other person or persons for them.
The affiant further says that no person claiming to be interested in said estate,
whether as creditors, legatees, next of kin or otherwise, gave written notice of such claim
to the Executor.
~'
. /
{.~o....
(~ .7U cL&~
Sworn to and subscribed before
me this day of August, 2005.
~~d?J~'
o . Public
uoaw ...
LtC>>. L WWS
NaIaIy PubIc
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