HomeMy WebLinkAbout02-0560PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ~l1lll ~Q U. ~T7-G-RC~n/~/ No. ~doZ SLd
also known as n/ ~~ To:
Deceased.
Socia( Security No. L .~ 'Z - > Z - ~?t
Register of Wills for the
County of Ctmtberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
~6 -
Your petitioner(s), who is/are 18 years of age or older an the execut o R S' named
in the last will of the above decedent, dated ~-O N t9 L , 19__~_
and codicil(s) dated ~-} 3 i vYl ay Q ~
(state relevant circumstances, e.g. renunciation, death of execu[oq etc.)
Decendent was domiciled at death in ~'. V tM ~~ L c.4 n~ 1~ County, Pennsylvania, with
h t= /2 last family or principal residence at a ~ rnu t-(1 ~ c •-~ i D ~ I d n t ~
(list street, number
then ~ ~, years of age, died
at
-t~~4 a ,Z
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ St e ma °.St
(If not domiciled in PaJ Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ r~Q o d
situated as follows: L. n u F v V4 [ [ E rU `t' D
to (~ ytn ~F[?~t,l d n N r. n~2
,~
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters TES T f} NL ~ [ ~ ~ /.t [i
(testamentary; administration c.t.a.; administration d.b.n.c. t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF Ctanberl and
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct [o the best of the knowledge and b 'ef of petitioner(s) and that as ersonal represen-
tative(s) of the above decedent petitioner(s) will ell nd truly rinjster the wording to law.
,oc/ ~
Sworn to or affirmed and subscribed ~-`~-b~ w i y
before me this 13th day of ~ w"
MAI2Y~l. LEWIS
~7-109-/0?
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No. zl-zooz-s6o
Estate of Doris v. Patterson ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW June 13th, ~r 2002in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
PT IS DECREED that the instrument(s) dated Will 11-20-1980 Codicil 5-31-1994
described therein be admitted to probate and filed of record as the last will of
Doris V. Patterson ,
and Letters Testamentary -
are hereby granted to Charles Richard Patterson and Robert K. Patterson
FEES
Probate, Letters, Etc.......... S 200.00
Short Certificates(4) .......... S 12.00
Renunciation ................ 5
Codicil S 10.50
x-Pages 4
JCP TOTAL _ S '
Filed QUO?..7.~~..~9Q2.........$.239:5U
Register of Wills
MARY C. LEWIS
.47TORNEY (Sap. Ct. LD. No.)
~ 1 ~ ~
ADDRESS
PHONE
7 (7- 7 ~~7-v`f~~~
MAIL LETTERS `TO ATTORNEY HEIR?RY COYI~tE
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I lis is to certi+tir that the nTformarion here given is correctly copad Ilom an original cerrificire of death duly filed with me as
I oval Rcgisrral~ The olhinal cerriticare will be forwarded ro the Starr Vital Records Office for permanent tiling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Pcc fbr this ccrri!icate $2AU
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21-?_002 -560
LAST WILL
OF
DORIS V. PATTERSON
I, DORIS V. PATTERSON, of the Township of Lower Allen,
Cumberland County, declare this to be my Last Will and revoke
any will previously made by me.
ITEM 1; I devise and bequeath all of my estate of every
nature and wheresoever situate, together with insurance thereon,
in the following fashion.
(A) Fifty (50%) percent to my son, ROBERT K.
PATTERSON, providing he is living on the thirtieth day
following my death. In the event that ROBERT K. PATTERSON
predeceases me or is not living on the thirtieth (30th)
day following my death, I devise and bequeath :his share
to his two (2) daughters, BOBBI ANN PATTERSON and PATTI
KATHLEEN PATTERSO.N, share and share alike.
(B) Fifty (50%) percent to my son, CHARLES RICHARD
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PATTERSON, providing he is surviving me on the thirtieth
(30th) day following my death. In the event that my son,
CHARLES RICHARD PATTERSON, predeceases me or is not
living on the thirtieth (30th) day following my death, I
devise and bequeath his share unto my niece, MRS. CAROL
A. RIMS of Telford, Pennsylvania.
ITEEn 2: Should any person entitled to a share of my
estate not have attained the age of twenty-five (25) years at
the time of distribution to him or her, I devise and bequeath
the share of such person to the Dauphin Deposit Trust Company,
Harrisburg, Dauphin County, Pennsylvania, in separate trusts,
to hold, manage, invest and reinvest the share so received,
and accumulation of income thereon, and to use and apply the
~~
~~ income and principal, or so much thereof, as, in trustee's
i discretion, may be necessary or appropriate for such person's
j medical care, support and education (including college education,
?; both graduate and undergraduate) without regard to his or her
parent's ability to provide for such medical care, support or
education, or to make payment for these purposes, without
further responsibility, to such person or to such person's par-
ents or to any individual taking care of such person. Any
principal and income not so applied shall be distributed to
such person absolutely when he or she attains the age of twenty-
five (25) years. If he or she dies before attaining age twenty-
five (25), the trust shall terminate and such share shall be
distributed to his or her personal representative.
ITEM 3: I direct that all taxes that may be assessed
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from the residuary estate
as a part of the expense of the administration of my estate.
ITEM 4: I appoint the Dauphin Deposit Trust Company,
executor of this my Last Will.
ITEM 5: I direct that my trustee and personal represen-
tative shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
ITME 6: Upon my death, I direct that my body be buried
in my burial lot in Section 83-B, Block "B", Rolling Green
Memorial Park, Township of Lower Allen, Cumberland County,
Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this r~ day of ~ ~;.v 1880.
r n
~~DORIS V. PATTERSON
;COMMONWEALTH OF PENNSYhVANIA)
ss:
i~jCOUNTY OF CUMBERLAND )
We , DORI S V . PATTERSON , f- (Z, /~ N (C S , ~? ~ p p J-- jq and
E (J ~E AID I<EL L~ the Testatrix and the witnesses
I
i
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
purpose 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 or her knowledge, the
Testatrix was at the time eighteen (18) years of age or older,
of sound mind and under no constraint or undue influence.
DORIS V. PATTERSON
~~--~- ~ S (f~i a.->4 ~z~~-
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Subscribed, sworn to and acknowledged before me,
=dl ' ~ 1=- C~ Ill L= by DORI S V . PATTERSON, the
Testatrix, and subscribed and sworn to before me by
F12 +~ n1 iC S . (~~ I`1 D f) C I t r9- and C (~ UG N ~ (~ L LL t/ ,
witnesses, this 2c~ 'day of ~)UV~~ Ei~ pp 1980.
(SEAL)
p5y Cemmlrfon :gyp;.: . - %.^-:~ ac,w~
Camp Hlil, Pe. Cumb-nand Cou nLY
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of
the Testatrix, DORIS V. PATTERSON, was on the day and date
i thereof signed, published and declared by DORIS V. PATTERSON,
the Testatrix therein named, as and for her Last Will, in the
i presence of us, who, at her re uest, in her
4 presence, and in
the presence of each other have subscribed our names as witnesses
hereto.
'~ ~~ 3 ~--`--'.~~ ti`s '~~/,
~.'--'~e-~ ~ ~ ~.Lw~(!Z~`'°`- residing at ~"~' LPL X71-,
~G~i Co'~N~/.~A.7 /h~.
I _ ~ /~ //
f residing at C. .OMO /7/~~~g-
I ,~
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND ) sa:
// We, DORIS V. PATITERSON, Al eyi ~~t/ ~~. ~O ~1~/ E- and
l., ~'ICti~/~ `~), ~ ~~41 P i ~,eyc ~~, the Testatrix therein and
the witnesaea 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 Sole Codicil as her Last
Will, dated November 20, 1990, and that she had signed
willingly, and that she executed it as her free and voluntary
act for the purpose therein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix,
signed the Sole Codicil as witnesaea and that to the beat of
his or her knowledge, the Testatrix was at the time at least
eighteen (18) years of age or older, of sound mind and under
no constraint or undue influence.
Subscri/~bed, sworn and acknowledged before me
/~i°'~~J //. oc~n~'/= by DORIS V. PATTERSON,
the[T/estatrli~x, and subscribed and swo/rn to [before me by
~P.p, rN l C..hil n/e- ~~/ and ~~f~-7~~~ /( ~/7 t~~fy{ E'4~~ai ri~~,
the witnesaea, this ~L'~day of /C ~ 1/994.
Notary Public (SEAL)
~'C'~f hA' * r~ _____
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CODICIL
TO LAST WILL 21-2002-560
OF
DORIS V. PATTERSON
I, DORIS V. PATTERSON, of the Township of Lower Allen,
Cumberland County, Pennaylvania, declare this to be the sole
Codicil to my Last Will dated November 20, 1980.
Item 1: I hereby revoke Item I (B) of my Last Will and
in lieu thereof provide as follows: Fifty percent (50%) to
my son, CHARLES RICHARD PATTERSON, of 1642 Bluejay Drive,
Dover, Pennaylvania 17315, providing he is surviving me on
the thirtieth (30th) day following my death. In the event
that my son, CHARLES RICHARD PATTERSON, predeceases me or is
not living on the thirtieth (30th) day following my death, I
devise and bequeath his share onto his natural born daughter,
AMANDA PATTERSON.
Item 2: 2 hereby revoke Item 4 of my Last Will and in
lieu thereof provide as follows: I appoint my two sons,
ROBERT K. PATTERSON and CHARLES RICHARD PATTERSON, or the
survivor of them, Co-Executors of this my Last Will.
Item 3: In all other respects, I hereby ratify, confirm
and republish my Last Will, dated November 20, 1980, together
with this Sole Codicil, as and for my Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand this
~~ day of ~{ ~;Df/ 19~~:
/// ~J/r y
RIS V. PA T RSON
Signed, published and declared on the date thereof by the
above named DORIS V. PATTERSON as and for the sole Codicil to
her Last Will, dated November 20, 1980, in the presence of
us, who, at her request, in her presence, in the presence of
eaoh other, ve subscribed our names ae witnesses hereto.
~ f 34Cr ~=
-~l-~Lq,q residing at_~~{ ~(~ 0 /,l-4:y
~,i:cti~~C /t {~6_~~~~a~( ~i~~.wreaiding at ~.ei-~c ~~~ P`!I l7~' l ~>
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CERTIFICATION OF NOTICE UNDER RULE 5.6 a
Name of Decedent: DORIS V. PATTERSON
Date of Death: June 11, 2002
Will No.: 21-02-0560
To the Register:
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 October 17,
2000:
Name:
Mr. Robert K. Patterson
Mr. Charles Richazd Patterson
Mrs. Bobbi Ann Patterson Wood
(a%k/a Bobbianne Patterson Wood)
Mrs. Patti Kathleen Patterson Marsh
Ms. Amanda Patterson
Address:
5303 Grand Lake Cresent, Virginia Beach, VA 23462
1642 Bluejay Drive, Dover, PA 17315
668 Ocean Lakes Drive, Virginia Beach, VA 23454
1777 River Rock Arch, Virginia Beach, VA 23454
1642 Bluejay Drive, Dover, PA 17315
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
COYNE & COYNE, P.C.
Date: ~n I'ZSS ~02
BY
Li Marie Coyne, Esgy~ire
3 O1 Market Street //
Camp Hill, PA 1 70 1 1-4227
(717)737-0464
Pa. Supreme Ct. No. 537id8.
Counsel for Personal Rep'resentatiue
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDI VIDUAI TAXES
DEPT. 280601
HARRISBURG, PA t J128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002265
COYNE LISE M ESQUIRE
3901 MARKET STREET
CAMP HILL, PA 17011
role
ESTATE INFORMATION: ssN: 1sz-z2-&145
FILE NUMBER: 2102-0560
DECEDENT NAME: PATTERSON DORIS V
DATE OF PAYMENT: 03/10/2003
POSTMARK DATE: 03/07/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 06/11/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $2,261.00
REV-1162 EX(11-961
TOTAL AMOUNT PAID:
REMARKS: LISA M COYNE ESQUIRE
CHECK#119
INITIALS: AC
SEAL RECEIVED BY:
52,261 .00
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
\
I
COM6~op;.~i~hHT ~/REENV~SNYC-~ANlA i
DEPT.2S0601 I
_ __ HARRISBU!<~,.Pil:_~7JJ.~~i.____ -----1 ____.___n_____ __________
--- -rOECEDENTS NMiE (lAST-,FIRST, ANDMI-ODLE"INriiAW --".. ---------- - ----- - ----
I PATTERSON, DORIS V.
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INHERI~A~~~~~~~ETURN [NU"2BEj"
RESIDENT DECEDENT f" 2002 0560
_ _--=_=-=~ _ ~~JJt!T~C...9~~_--'iS6FL_ ___ _NUMBI:;B_
I SOCIAL SECURITY NUMBER- --~----
182-22-8145
---- -\ -THIS RETURN MUST BE FILED iN DUPl.ICATE WITH THE-
-tSOCIALSEc~;~I~u~;~ OF.wILLS_._.._
------------..-. [-.-.-------.---.--
---------D~-. Supplement~IRet~~n 0 3. Remainder Return (date of death prior to 12-13-82)
o 4a. Future Interest Compromise (date of death (lller
12-12-82)
Decedent Died Testate {Attach copy 0 7. Decedent Maintained a Living Trust (Attach
afWiIl) capyofTrust)
o 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date ofdealh between 0 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
: ,____ _c-c--:-:--~---._~,.~_c_-.--.----J,2-31.91and1-~-_,-_--,_.,,-______ __ '-';.._.,',,;;;--_ .
ITHIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE,AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME \COMPlETE MAILING ADDRESS
I Lisa M. Coyne, Esquire
FIRMNAME(ifappl~~-bie-)--~ I 3901 Market Street
i Coyne & Coyne, P.C:_.____.__ ._[1 Camp Hill, PA 17011-4227
jTElEPHONE NUMBER
717/737-0464
l?-b9- /.;)/
.
.- -,
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Q
W
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--DATE"OF bEATH(i\1t..r:O-O-YEAR) TDATE OF BIRTH'(MM~D5-YEAR)
06/l~.f2D()2___. _d n.J.06/o..~220__
,(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FtRST AND MIDDLE INITIAL)
C~~;:-!(:;:',L U",r,: ,,:,,~;,_.'
~
-j
/'
- r~--1~OrigiMi Return
\ 0 4. Limited Estate
i ~ 6
.~
"'z
Ww
~o
~z
00
u~
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
1. Real Estate (Schedule A)
z
o
5
~
~
~
<
o
w
~
2. Stocks and Bands (Schedule B)
3. Closely Held Corporation, Partnersllip or Sole.Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. InterN/vas Transfers & Miscellaneous Non-Probate Property
(Schedu[e G or L)
8. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(1) 88,000..00 ;'c. _'S;:; C\LY
(2) None
(3) None
(4) None
(5) 6,285.91
(6) None
(7) None
(8) 94,285.91
(9) 25,871.11
(10) 18,173.52
(11)
44,044.63
50,241.28
12. Net Value of Estate (Line 8 minus Line 11)
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for wllich an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
50,241.28
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
2,261.00
2,261.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 50,241.28 x .045 (16)
!2 16.Amount of Line 14 taxable at lineal rate
~
$
~ 17. Amount of Line 14 taxable at sibling rate x .12 (17)
"
0
u
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
~
19. Tax Due (19)
>>ElESURE TO ANSVltER'At.CaUEstioNsON RE~RSE:SIDE AND RECHECK'~Tf:I,<:ic
Copyright 2000 form software only The Lackner Group, Inc.
Form REV.1S00 EX (Rev. 6.00)
Decedent's Complete Address:
STREET ADDRESS
2004 Highland Cirlcle
"'-
CITY
Camp Hill
---ISTA TE i~
,
-~------
ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
c. Discount
2,261.00
Total Credits (A + 8 + C) (2)
0.00
3. InteresUPenalty jf applicable
D. Interest
E. Penalty
A. Enter the interest on the tax dUe.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(3) 0.00
(4)
(51 2,261.00
(5A)
(58) 2,261.00
TotallnteresVPenalty (0 + E)
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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. reta~n the ~se or inco~e of the property transferred;..........."....................:..........................,....................8 ~
b. retam the nght to designate who shaH use the property transferred or ItS Income;...................................
c. retain a reversionary interest: or.............. ...................................................................................... ...........8
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?. ........ ........ ..... ................................................................................ ............. D ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D t8:I
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...,.. ......... ....... ................................................................. ..... ........ ...............0 t8:I
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Make Check Payable 10: REGISTER OF WILLS, AGENT
1642 Bluejay Drive
Dover, PA 17315
DATE
~1.~
ADDRESS
5303 Grand Lake Cresent
Virainia Beach, VA 23462
AT
ADDRESS
3901 Market Street
Camp Hill, PA 17011-4227
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value af transfers to or for the use of the
surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (ill.
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.8. 99116 (a) (1.1) (ii)]. The statute does not exemoB 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. 99116 (a) (1.2)].
The tax fate 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. 99116
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 sjb!ings is 12% l72 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.
*'
I
1
1
L_
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSVLV~NlA
INHERITANCE TAX RETURN
RESIOENTDECEDENT
ESTATE OF- PATTERSON~ORIS;;- - - - -- .~ --- - -I FILE NUMBER --- - --
__ __ __ _ _ _ _ _ _ _ __ __ _ __L_2~2002_=_.Q560 ____
Ail real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be excnanged between a willing buyer and a wining seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is Jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
-.-.--.-
88,000.00
2004 Highland Circle, Camp Hill, Cumberland County, Pennsylvania
(See Attached Settlement Sheet)
TOTAL (Also enter on line 1, Recapitulation)
88,000.00
p... Settlement Statement
9120102
Summit Abstract Services, Inc.
3904 Trindle Road
Camp Hill, PA 17011
B. e of Loan
1. FHA 2.
4. VA 5.
o 08:
FmHa 3. XX Cony. Unins.
. File Number
. Loan Number
. Mortgage Insurance Case Number
Conv.lns G-1191 50099916 NIA
arm s urms e 9 ve you a men ae a S8 emen cas . moun pa an e s erne age are
shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for Informational purposes and are not
Included In the totals
D. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of lender
Ahmet Prasovic ~aypoint Bank Robert K. Patterson, Co-Ex.
Vasvija Prasovic P.O. Box 1711 Charles Richard Patterson, Co~Ex.
1100 Yverdon Drive, Apt. C-1 Harrisburg, PA 17101 CIO Lisa M. Coyne, Esq.
Camp Hill, PA 17011 3901 Market Street
Camp Hill, PA 17011
G. Property Location . Settlement Agent
2004 Highland Circle ummit Abstract Services, Inc.
Camp Hill, PA 17011 Place of Settlement I. Settlement Date
904 Trindle Road
Camp Hill, PA 17011 9/23102
J. Summary of Borrower's Transaction
100 Gross Amount Due From Borrower
K. Summary of Seller's Transaction
400 Gross Amount Due to Seller
101. Contrad sales orlce 88,000.00 01. Contract sales nrlce 88,000.00
t02.Personalnropertv 02. Personal nrorlertv
103. Settlement ct\aroes to borrower (line- 1400) 3,390.47 03.
104. 04.
105. 5.
AdJusbnents for Items paid by seller In advance AdJustmenta for Items paid by seller In advance
106. Citvltown taxes to 06.~/towntaxes. \0
107. Countv laxes 9/23/02 to 12/31102 92.70 07. Countv taxes 9/23/0210 12/31/02 92.70
108. Schoollaxes 9/23/02 to 6130103 701.50 08. School taxes 9/23/02 to 6130/03 701.50
109. Assessments 10 09. Assessments to
110. Sewer 9/23/02 to 9/30/02 1.85 10. Sewer 9/23/02 to 9130102 1.85
111. T\"8sh 9/2310Z to 9/30102 3.35 11. Trash 9123102 to 9130102 3.35
112. 12.
1Z0. Gross Amount Due From Borrower 92,189.87 ~20. Gross Amount Due to Seller 88,799.40
200. Amounts Paid Bv Or In Behalf of Borrower 500. Reductions In Amount 0Ue io S.II.r
201. Deoosit or earnest money 2,000.00 01. Excess deposit (see instructions)
202. PrinciDal amount of new loan(s) 88,000.00 Q2. Settlement charnel to selle:r /line 14(}0\ 8,094.45
203. Existlno loan(s) taken sublect to 503. Exlsti;;-Ioa~"en subfect to
204. 504. P~off 1I15t mo~/';e Allfirst 16,861.25
205. 505. Pavoff second m;;-rta~;;
206. 506.
207. 07.
208. OS.
209. 509.
Ad1uabnents for Items unpaid bY seller Ad uatments for ftems unnald hv seller
210. CMowntaxes to 510. Clt\/ltown taxea 10
211.Countvtaxes to 11. Covntvtaxes to
212. Schooltaxes \0 512. School taxes 10
213. Assessments to 13. Assessments to
214. Sewer to 14. Sewer \0
215. Trash to 15. Trash to
216. 516.
217. 17.
218. 18.
219. 18.
220. Total Paid BylFor Borrower 90,000.00 20. Total Reduction Amount Due Seller 24,955.70
300 Cash A1 Settlement FromlTo Borrower
800 Cash At Settlement ToIFrom Seller
301. Gr099 amount due from borrower (IIne120) 92,189.87 01. Gross amount due to seller Ime 42m 88,799.40
302. Less amounts paid bv/for borrower (line 220) 90,000.00 02. Le,s reductions in amI. due seller (line 520) 24,955.70
303. Cash From Borrower 2,189.87 !ao3. Cash To Seller 63,843.70
HUD-l (3~a6)
RESPA, HB 4305.2
l Settlement Charges
700, Total SaleslBroker's Commission based on nrice $ 88000,00,", 7.00%=8160.00 Paid From Paid from
Division of Commission (line 70m as follows: Bol't'OWer's. Sel1eo'.
;'01, I 3105,00 to Centruv 21 At The Helm Funds at Funds at
702, I 3055.00 to Prudential Thompson Wood Settlement Settlemer.t
703. Commission paid at Settlement 6,160,00
704, Transaction mananement fee to Prudential //I Cent~21 At The Helm 125,00 125.00
800. Items Pavable in Connectfon With Loan
801. Loan Orinination Fee to
802. loan Discount to
803. ;;:;;Pralsal Fee to
804. Credit Report to
B05. lender's Inspection Fee to
B06, Mo;;a;;; lnsurance Applicatlon Fee to
807. Assum"tion fee to
808. Tax SeNlce Fee 10 W;;;;int 91.00
809. CourlerlOvemloht Matt to W-;:-"'olnl 16.00
810. Document Preparation to Wavpomt 290,00
811. Flood Certification to w;Wpoint 14.00
812, Underwriti~-;;-fee toWav~int 100.00
813. Application fee to WaVtloinl 325.00 POc
814.
900, items Required Bv Lender To Be Paid In Advance
901. Interest From 9123102 10 10/1/02 "" 15.28 /dav 122.24
902. Mort..age Insurance Premium for month/s)to
903. Hazard Insurance Premium for 1ve~lo 191.00 POC
904.
1000, Reserves Deposited With Lender
1001. Hazard InsUl1l.nce 3 monthsiB> 15,92 oef month 47.76
1002, Mo.....ane Insurance monthsd'll "'ermonth
1003. Clk, pro....rtv texes monthsdfl "ermonth
1004. Cou~r~ta)(es 8 month;;b 29,03 per month 232,24
1005. Annual assessments mooth~ - ner month
1006. School taxes 4 month;-ofil 76.20 oer month 304.80
1007. Flood insurance monthstBl oel'moI'Ith
1008. monthsdll "ermonth
1009~te <ildiustment 221.'32
1100, Title Chal'Cl8S
1101, Settlement or closion fee to
1102. Abstract or title search to
1103. Title examination to
11M, Title Insurance binder to
1105. Document "'reparation to
1106. Nota'" fees 10 DIane Jenl<ins 4.00
1107. Attorn-;Vs fees to Coyne & C~e POC
(includjn~- above items numbers: )
1108. Tille insurance to Summit Abstract Services, Inc. 936.75
'includlnn above items numbers; 1101,1102,1103,1104 )
1109, Lender's cove~ $
1110, Owner's covera('l; $
1111, Insured Closino Service letter Fee to The Security Tille Guarantee Cornoratlon of Bait! 35.00
1112.
1113. Ovemlt.ht mall to Airborne 20.00 15,00
1200, Government Recordln... and Transfer Char..es
1201.Rec:ord~fees: Oeed $28.50 M~e$ 54,50 ReUAssia~. $ 83,00
1202, Cik'/coun'" tax/stamps: Deed $880.00 Mortoaa-e $ 880.00
12.03. State tax/st-: Dee<! $ 880.00 Mortoaoe $ 880,00
1204.
1205.
1300. Additional Settlement Chames
1301.Survev 10
1302. Pest inspection to Penn Pest 35.00
1303. Radon test to
1304. Home Inspection to Olson, Black & Assoc. 275.00
1305.2002-03 school real estate tax to Bonnie K. Miller TC 914.45
1400. Total Settlement Charges (enter on lines 103, Section J and 502, Section K) 3.390.47 8,094.45
lief, it Is a true and accurate statement
at I have received a
Co,
I shall cause the funds 10 be disbursed
Settl81 ent gent
Warning: It Is a Crime fa knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can
Include a fine and imprisonment, Forde/ails see: Title 18 U.S, Code Section 1001 end Section 1010. 9120/02
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF PATTERSON, DORIS-; -- - -- -----lFILE NUMBER- - ---
____ _ _____ __ _ _ ___ ____ L ~ ~~ 0560 ____
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshIp must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
- ___ __._ 0--
4,965.00
Alltirst Bank
Checking Account No. 0067492495
2
M&T Bank
Christmas Club Account No. 2500490161871
321.00
3
Misc. Furnishings and Personal Property
1,000.00
TOTAL (Also enter on Line 5, Recapitulation)
6,286.00
, IJ allflrst
Coyne & Coyne
Attorneys At Law
3901 Market Street
Camp Hill, PA 17011-4227
D [g~ ~::[g ~
M~ ,1.
Re: Estate of Doris V. Patterson
Social Security: 182-22-8145
Date of Death: June 11. 2002
Dear Sir or Madam;
Allfirst Financial Center N .A.
1'0. Box 900
Millsboro, DE 19966
Phone (302) 934-2909
Fax (302) 934-2955
July 3, 2002
Per your inquiry dated June 28, 2002, please be advised that at the time of death, the above-named decedent had
on deposit with this bank the following:
I. TYpe of Account Golden Age Checking
Account Number 0067492495
Ownership (Names of) Doris V. Patterson, Owner
Charles R. Patterson, POA
Opening Date 10/28/69
Balance on Date of Death $4,965.39
Accrued Interest $ 0.00
Total $4,965.39
2. Type of Account Home Equity Line
Account Number 168713050002
Ownership (Names of) Doris V. Patterson, Pri-Borrow
Opening Date 07/30/98
Balance on Date of Death $/7,352.89
Per Diem 2.2497314
.
This letter does not include any accounts in which the deceased may have been listed as Power of Attorney,
Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement.
For further account information, closures and/or reimbursement of funds refer to be/ow branch:
HIGHLAND PARK OFFICE
344 SOUTH 10TH STREET
LEMOYNE, PA 17043
717-737-3322
ue Kimble
Assistant I
Cis Services, (302) 934-2909
~M&rBank
July 9, 2002
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
DORIS V PATTERSON
6/11/2002
~f@~O'YI~m~i I'
I~\ \ '152002 i@'
I \ l I
U,",
'". ~'
To Whom It May Concern;
....... .----
Identified below is the account information reqnested,
L M&T Bank accounts in which the decedent's name appears;
ACCOWlt
Type
Account Number
Account Title
Gpening Branch
D.G,D. Accrued Interest
Balances
(Includes Accr.
Int.)
$320,52 $.26
X-MAS
CLUB
25004920161871
GPENED 11198
DGRlS V PATTERSGN
4342
2, Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Gwed
Account Description
NO. Safe Deposit Box titled in the Decedent's name existed at our office,
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area, Thank you,
Sincerely,
M&T BANK CGRPGRATIGN
BY ~~~ ~
Authorize SIgnature
DATE;
, ~7 ~O'7--
Manufacturers and Traders Trust Company. 1100 Wehrle Drive, Po. Box 7OT, Buffalo, NY 14240,0767
SCHEDUlE H
I RJNERAL EXPENSES &
COM~~~~I~~~~E OJ,,~~~~~~~ANIA ADl\mNISTRATIVE COSTS
_ _~SIDENTDE~EDENT___ ___l_ ______ ______ _______
- __n_______.__ ___._...__ ______.___ __..__ __.___
ESTATE OF PATTERSON, DORIS V.
*'
lFILENUMBER-- -- -
~ _ E-- 2002--=-25~_ __
Debts of decedent must be reported on Schedule I.
-ITEM-r- - -- ---DESCRIPTION
NUMBER,
-A. -l FUNERAL EXPENSES: - - - - - -
1. Nedl Funeral Home, Camp HIll, PA
2. I Reception
3. I Burial Lot, Headstone Engraving
AMOUNT
~
I
I
I
I
I
I
6,446.32
100.00
1,241.05
City
Relationship of Claimant to Decedent
State
Zip
I
I
I
I
I
I
I
I
I
I
\
I
I
I
I
-[-
4,715.00
1.
I ADMINISTRATIVE COSTS:
I Personal Representative's Commissions
B.
Social Security Number(s) I EJN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
Attorney's Fees COYNE & COYNE, P.e.
State
Zip
2.
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
4.
Probate Fees Cumberland County Register of Wills
239.50
5.
Accountant's Fees
6.
Tax Return Preparer's Fees
7.
I
Other Administrative Costs
Patriot News-- Legal Advertisement
97.00
2
Cnmberland Law Journal-- Legal Advertisement
75.00
1_-
Total of Continuation Schedule(s)
12,957.00
TOTAL (Also enter on line 9, Recapitulation)
25,871.11
*'
SchecUe H
Funeral Expenses &
Adnil i..t.dIi1l& Cosls continued
I
COMMONWEALTH OF PENNSYLVANIA
__ ~~~~~~~~ED~~XE~~~~R~~ .~
---._-.----.-- -_..-....._....._---~._-_..- -------- ----
- - -- - - - - -- I FILE NUMBER- - --
__ _ ___ _ ___~_ 21~200~560 ___
ESTATE OF PATTERSON, DORIS V.
3
74.00
Postage
4
Century 21 At the Helm-- Realtor's Commission
6,285.00
5
Closing Costs-- Sale of Rea! Estate
1,809.00
6
Toll Charges
49.00
7
Mileage for Executors @ $.32/mile
480.00
8
Greyhound Transportation for Executor
59.00
9
375.00
D-Haul-- Moving Expense
10
79.00
Gas Expense-- Transportation
11
Estate Checks
7.00
12
Filing Fee-- Inheritance Tax Return
15.00
13
Trash Removal for sale of house
60.00
14
Dash Investigative Services-~ Personal Injury Case
523.00
15
Court Reporter Services-- Personal Injury Case
62.00
16
1,000.00
Reserves
17
Toll Calls for Executors
60.00
18
50.00
Lawn Care
19
Cleaning ofHouse-- Beverly Dubbs @ $7.001hr.
572.00
20
Missed days of work taken by Executor (Charles Patterson)
640.00
21
I Cleaning of House-- Patricia Patterson@ $7.001hr.
I
I Carey Associates-- Tax Return Preparation 2002
I
I
I
1_____ _
L__
658.00
22
100.00
Page 2 of Schedule H
I
SCHEDULE I \
DEBTS OF DECEDENT, MORTGAGE
COMMONWEAUHO"ENNmV<NlA LIABILITIES, & LIENS \
____IN~~~0AE~~E~T:gE~~~~~_ __..1__ _ ______ ______________L___ __ _" _.___,______
ESTATE" OF' -"-- -" - -- - ---.---------- -i"FILE"NUMBER--- --.---
PATTERSON, DORIS V. I 21 _ 2002 _ 0560
'*
Include unreimbursed medical expenses.
ITEM
NUMBER
-"--
I
DESCRIPTION
AMOUNT
Allfirst Home Equity Loau
17,353.00
2
Pa.we
74.00
3
PP&L
112.00
4
UGl
274.00
5
Verizon
65.00
6
Holy Spirit Hospital
12.00
7
Lower Allen Township (Sewer/Trash)
68.00
8
Tamdot Healthcare of Hershey
13.00
9
Discover Card
204.00
TOTAL (Also enter on Line 10, Recapitulation)
18,175.00
. REV-15U EX+ (9-00)
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
----- --- ------- --- ---- -------- - -- -- --- -- - ----------- -- -- -- -- -----
ESTATE OF - - -- -- -- - -- ---- - - - -- - TFILE NUMBER---- --
PAITERSON, DORIS V.
I 21 - 2002 - 0560
- --,- - -- -- ---- - - - -- - - - -1- RELATIONSHIPTO T AMOUNT OR SHARE-
NUMBER L __NAME AND ADDRESS OF PERSON(S) RECEIVIN~ROPERTY-l_ ~~~~)_ _ _ OF ESTAT~ _ _
I I
I Son 150% of Residual
I.
2
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Charles R. Patterson
11642 Bluejay Drive
,Dover, PA 17315
I
1 Robert K. Patterson
5303 Grand Lake Cresen!
I Virginia Beach, VA 23462
I Son
bo% of Residual
I
I
I
I
I
I
1
1 I I
Enter dollar amounts for dlstnbutlons shown above on hnes 15 through 18, as appropnate, on Rev 1500 cover sheet I
II.
NON-TAXABLE DISTRIBUTIONS:
IA SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
I
I
I
I
lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
I
I
I
I
I
I
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET]
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2002-00560 PA No. 21-02-0560
ESTATE OF PATTERSON DORIS V
(LAbl, ~lKbl, M1UUL~j
Late of
LOWER ALLEN TOWNSHIP
CUM~~KLANU CUUN1Y,
Deceased
Social Security No. 182-22-8145
WHEREAS, on the 13th day of June 2002 instruments
dated November 20th 1980 & May 31st 1994 were admitted
to probate as the last will and codicil of PATTERSON DORIS V
{LAbl, ~~Kblf M1UULb)
late of LOWER ALLEN TOWNSHIP
CUMBERLAND County, who died on the
11th day of June 2002 and,
WHEREAS, a true copy of the will & codicil as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to PATTERSON CHARLES RICHARD and PATTERSON ROBERT K
who have duly qualified as Executor (rix)
and have agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 13th day of June 2002.
~~'~~
* *NOTE* * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
CODICIL
21-2002-560
TO LAST WILL
OF
DORIS V. PATTERSON
I, DORIS V. PATTERSON, of the Township of Lower Allen,
Cumberland County, Pennsylvania, declare this to be the sole
Codicil to my Last Will dated November 20, 1980.
Ite.,l: I hereby revoke Item I (B) of my Last Will and
in lieu trereof provide as follows: Fifty percent (50%,) to
my 80n, CHARLES RICHARD PATTERSON, of 1642 Bluejay Drive,
Dover, Pennsylvania 17315, providing he is surviving me on
the thirtieth (30th) day following my death. In the event
that my son, CHARLES RICHARD PATTERSON, predeceases me or is
not living on the thirtieth (30th) day following my death, I
devise and bequeath his share onto his natural born daughter,
AMANDA PATTERSON.
Ite.'2: I hereby revoke Item 4 of my Last Will and in
.
lieu thereof provide as follows; I appoint my two sons,
ROBERT K. PATTERSON and CHARLES RICHARD PATTERSON, or the
survivor of them, Co-Executors of this my Last Will.
Item 3: In all other respects, I hereby ratify, confirm
and republish my Last Will, dated November 20, 1980, together
with this Sole Codicil, as and for my Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand this
-31- day of
nj
,19E
iI~/~ ~ItA-<Vl</
RIS V. PA T RSON
Signed, published and declared on the date thereof by the
above named DORIS V. PATTERSON as and for the sole Codicil to
her Last Will, dated November 20, 1980, in the presence of
her request, in her presence, in the presence of
subsoribed our names as wit~neBs s hereto. . '.
3.9"0' . >f; ,
residing at ~I" ~'/1-4z.1
81 $fr'~j G~ e.17/TES .
esiding at fOarL,,.[e. I~ /70,3
~i
~~
Ji
21-2002-560
LAST WILL
OF
DORIS V. PATTERSON
I, DORIS V. PATTERSON, of the Township of Lower Allen,
Cumberland County, declare this to be my Last Will and revoke
any will previously made by me.
ITEM 1: I devise and bequeath all of my estate of every
nature and wheresoever situate, together with insurance thereon,
in the following fashion.
(A) Fifty (50%) percent to my son, ROBERT K.
PATTERSON, providing he is living on the thirtieth day
following my death. In the event that ROBERT K. PATTERSON
predeceases me or is not living on the thirtieth (30th)
.
day following my death, I devise and bequeath his share
to his two (2) daughters, BOBBl ANN PATTERSON and PATTI
KATHLEEN PATTERSON, share and share alike.
(B) Fifty (50%) percent to my son, CHARLES RICHARD
PATTERSON, providing he is surviving me on the thirtieth
(30th) day fallowing my death. In the event that my son,
CHARLES RICHARD PATTERSON, predeceases me or is not
living on the thirtieth (30th) day following my death, I
devise and bequeath his share unto my niece, MRSa CAROL
A. RIMS of Telford, Pennsylvania.
ITER 2: Should any person entitled to a share of my
estate not have attained the age of twenty-five (25) years at
the time of distribution to him or her, I devise and bequeath
the share of such person to the Dauphin Deposit Trust Company,
Harrisburg, Dauphin County, Pennsylvania, in separate trusts,
'I
II
to hold, manage, invest and reinvest the share so received,
and 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 person's
medical care, support and education (including college education,
both graduate and undergraduate) without regard to his or her
parent's ability to provide for such medical care, support or
education, or to make payment for these purposes, without
further responsibility, to such person or to such person1s par-
ents or to any individual taking care of such person. Any
principal and income not so applied shall be distributed to
such person absolutely when he or she attains the age of twenty-
five (25) years.
If he or she dies before attaining age twenty-
five (25), the trust shall terminate and such share shall be
.ITllM3:.
his or her personal representative.
. .
Id~rect that all taxes that may be
assessed
distributed to
in consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from the residuary estate
as a part of the expense of the administration of my estate.
ITEM. 4:
1 appoint the Dauphin Deposit Trust company,
executor of this my Last will.
ITEM 5: I direct that my trustee and personal represen-
tative shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
ITME 6: Upon my death, I direct that my body be buried
in my burial lot in Section 83-B, Block "BlI I Rolling Green
Memorial Park, Township of Lower Allen, Cumberland County,
Pennsylvania.
IN WITNESS WHEREOF I I have hereunto set my hand and seal
this 'I~ day of 1J (l~ ,1980.
/yJ~~r{(k~w
/ DORIS V. Pl'i TERSON
The preceding instrument, consisting of this and two (2)
other typewritten pages, each identified by the signature of
the Testatrix, DORIS V. PATTERSON, was on the day and date
thereof signed, published and declared by DORIS V. PATTERSON,
the Testatrix therein named, as and for her Last Will, in the
presence of us, who, at her request, in her presence, and in
hereto.
the presence of each other have subscribed our names as witnesses
1-~<;
(l? fft._Jqt.~ residing at
?-"
/~;?~
residing at
II
~r-a3 ~ #,
00,,/;:> 1/4:L(" (? 1/-,
/,{// (.'/yNdIA/t /?d.
L .4M1' HUL) ?4-
.
I'
\1
COMMONWEALTH OF PENNSYLVANIA)
) 55:
COUNTY OF CUMBERLAND )
We, DORIS V. PATTERSON,
FItPtIVIL S, RADO(,H;q and
EUGENE" KeLLY
the Testatrix and the 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
purpose 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 or her knowledge, the
Testatrix was at the time eighteen (18) years of age or older,
of sound mind and under no constraint or undue influence.
lJ!~rl~
, DORIS V. PATTERSON
1~f-
1; ~..a
s, rR dt-ocL-
/i~
Subscribed, sworn to and acknowledged before me,
tfEilJ,;e.'i i= COt AI r;;
I
, by DORIS V. PATTERSON, the
Testatrix, and subscribed and sworn to before me by
FI\' J'"IIC S. R flOo Clef A-
witnesses I this '2-tJ ~day of
and E U C;-ElIJE
j\JOV,",M p,,"'W
I{GLJ_Y
1980.
(SEAL)
Notary u lie
r~,)T;\?" !:'u~t1c.....Jqt'f
_ ,I,'~ M~Y 1Q.___
~y Commlslll0n ...>< c;:;'mMrl8nd county
Camp M\\\, Fa.
COYNE & COYNE
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
Henry F. Coyne
Lisa Marie Coyne
Austin F. Grogan
Sharon F. Clark
3901 Market Street
Camp Hill, Pennsylvania
17011-4227
May 17, 2004
717-737-0464
Fax: 717-737-5161
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Re: Estate of Doris V. Patterson, Deceased
Dear Sir/Madam:
We represent the Estate of the Late Doris V. Patterson.
Pursuant to Orphans' Court role No. 6.12 of the Pennsylvania Supreme Court Orphans' Court,
enclosed is an original Status Report regarding this Estate. Please docket the original and return a
"clocked-in" copy to this office with the enclosed envelope.
Thank you for your assistance. If you have any questions, please contact me.
Very truly yours,
COYNE & CO~.
Henry F. Coyne t /
HFC/amd
Enclosure
Cc: Mr. Robert K. Patterson, Co-Executor
Mr. Charles Richard Patterson, Co-Executor
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
Date of Death:
Will No.:
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 thc above-captioned estate:
State whether administration of thc estate is complete:
Yes [-] No ~
If the answer is No, state when the personal kepresentative reasonably believes
that the administration will be complete: _~.~ra ~.o.. ,~ l, ~x~O+
3. If the answer to No. 1 is Yes, state the following:
ao
Did the personal representative file a final account with the Court?
Yes _ No [']
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [--] No [--]
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 repp,o~. /
- ' -
F.
y,,, n_,,,,
m&dress
{qgt ) q~q- a
T~lepho~e No.
Capacity: ~-] Personal Representative
~1 Counsel for personal representative
Cumberland County - Register of Wills
One Courthouse Square
Carlisle, PAl 7013
Phone: (717) 240-6345
Date: 05/03/2005
PATTERSON ROBERT K
5303 GRAND LAKE CRESCENT
VIRGlNIA BEACH V A 23462
RE: Estate of PATTERSON DORIS V
File Number: 21-02-0560
Dear SirIMadam:
It has come to my attention that you have not filed the Status Report by Personal
Representative (Rule 6.12) in the above captioned estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1,
1992, the personal representative or his counsel, within two (2) years of the decedent's death,
shall file with the Register of Wills a Status Report of completed or uncompleted administration.
This filing is due by: 06/11/2005
Your prompt attention to this matter will be appreciated.
Thank you.
Sincerely,
~<V~~
GLENDA FARNER STRA6lAUGH
REGISTER OF WILLS
cc: File
Judge
uJ
Register of Wills of Cumberland County
STAruS REPORT UNDER RULE 6.12
Name of Decedent:
j)o~ I S
v 'Ht..-fh-.- see" N
Date of Death:
Estate No.:
~ )-tJ 2 -d.n 0
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rilles, 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 0 NO)Z{
2. If the answer is No, state when the personal r~resentative reasonably believes that
the administration will be complete: 0 cr '3 ~ 7.<.1 cr-
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a :final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
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:~
~'" "L-f'Y ~
Efe '"
Lf<:.A- ~(E CoyNE
Name
SQdl ~t- \1.,
,
Address
~ Y.II!J
7/ 7- 7 3 7 -c)t.{t., '-f
Telephone No.
Capacity: 0 Personal Representative
,?ounsel for personal representative
uf'
REV .1500 EX + (6.{J0)
w
...
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UO::>C
Wc..U
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Or-FiCi/"L USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 2002 0560
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
PATTERSON, DORIS V.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
06/11/2002 I 06/01/1920
I(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
I 0 '1. Original Return ~ 2. Supplemental Return
. 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death aller
I 12-12-82)
~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
of Will) copy ofTrust)
~ B. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0601
...
z
W
c
W
U
W
C
AME
,;, !z Lisa Marie Coyne
~ ~ JRM NAME (If applicable)
O::z
8 ~ Coyne & Coyne, P.C.
ELEPHONE NUMBER
717/737-0464
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
z
o
;::
::)
::>
...
0:
<(
U
W
0::
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
182-22-8145
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
.
REGISTER OF WILLS
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
I
o 3. Remainder Return (date of death prior to 12-13-82)
o
SOCIAL SECURITY NUMBER
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
3901 Market Street
Camp Hill, PA 17011-4227
(1 ) None
(2) None
(3) None
(4) None
(5) 2,500.00
(6) None
(7) None
(8)
(9) 2,513.33
(10)
OFFICIAL U~NL Y
.;:--~-:-,
G'
....-)
CD
-0
en
2,500.00
(11 )
2,513.33
(12)
-13.33
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
Copyright 2000 form software only The' Lackner Group, Inc.
(13)
(14)
-13.33
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec, 9116(a)(1.2)
z 0.00 .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
;::
~
::>
c.. 17, Amount of Line 14 taxable at sibling rate x .12 (17)
:;;
0
U
x 18. Amount of Line 14 taxable at collateral rate
~ x .15 (18)
19. Tax Due (19)
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
2004 Highland Cirlc1e
CITY
Camp Hill
I STATE PA
I ZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE.
A. Enter the interest on the lax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE.
(3) 0.00
(4)
(5) 0.00
(5A)
(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;............................................................................. 0 ~
b. retain the right to designate who shall use the property transferred or its income;................................ 0 ~
c. retain a reversionary interest; or.............................._.........................................................__................ 0 I:8l
d. receive the promise for life of either payments, benefits or care?........................................................... 0 I:8l
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?............................ .............................. ....... ............................................... 0 181
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 181
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?..............................._............................_.............................--.................... 0 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
I have examined this return, including accompanying schedules and statements, and to the best of my knowiedge and belief, it is true, correct and complete. Dee/aration
tative is based on all information of which preparer has any knowledge.
ADDRESS
1642 Bluejay Drive
~ezb
DA E
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Lisa Marie Coyne
ADDRESS
DATE
3901 Market Street
CampHill,PA 17011-4227
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. S9116 (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. S9116 (a) (1.1) (il)]. The statutedoes not exemDt 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. S9116 (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. S9116
1.2) [72 P .S. S9116 (a) (1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedent's sibiings is 12% [72 P.S. S9116 (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.
10-18-2005
PATTERSON
06-11-2002
21 02-0560
CUMBERLAND
101
APPEAL DATE: 12-17-2005
( See reverse side under Objections)
Amount Remittedl 1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
P~!_~~9~~_!~!~-~!~~------~---~~r~!~_~9~~~_~9~r!9~_E9~_!9~~_~~P9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DORIS V FILE NO. 21 02-0560 ACN 101
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:
,~ .-. ..-. .~. . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (_)
03-07-2003 "' CD002265 .00 2,261.00
TOTAL TAX CREDIT 2,261. 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
rl ~~ ,n, ('I ......, -~\ r ~ r',
BUREAU OF INDIVIDUAL-TAXES' ,
INHERITANCE TAX DIVISION _
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
L"'. .., I
., ,..!
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
USA MARIE' COYNE
COYNE & COYNE
3901 MARKET ST
CAMP HIll
PA 17011
ESTATE OF
PATTERSON
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate [Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
.00
.00
.00
2.500.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
2,513.33
.00
UI)
(12)
(3)
(4)
NOTE:
.00
50,227.95
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(9)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
-
REV-1547 EX AFP (06-05)
DORIS
V
DATE 10-18-2005
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
2,500.00
2.5]3 33
13.33-
.00
50,227.95
.00
2,261.00
.00
.00
2,261.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ^t
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE\q'-
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
COYNE HENRY F
3901 MARKET STREET
CAMP HILL, PA 17011-4227
RE: Estate of PATTERSON DORIS V
File Number: 2002-00560
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/11/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report I please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 4/25/2006
PATTERSON CHARLES RICHARD
1642 BLUE JAY DRIVE
DOVER, PA 17315
RE: Estate of PATTERSON DORIS V
File Number: 2002-00560
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/11/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans I Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/25/2006
PATTERSON ROBERT K
5303 GRAND LAKE CRESCENT
VIRGINIA BEACH, VA 23462
RE: Estate of PATTERSON DORIS V
File Number: 2002-00560
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent1s death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/11/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
Gl~~~:;rt
Clerk of the Orphans' Court
::c: File
Counsel
Register ofV.JiUs of Cumberland Counry
Name of Decedent:
STATUS REPORT LJNDER RULE 6.12
/.J 0 re / j V. ;:'(' .~ J-{.?t
Date of Death:
Estate No.:
;2l't;t -- Of! S' 0
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:
Yesr~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a fmal account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
Date:
c. Did the perso~epresentative state an account informally to the parties in
interest? Y es ~ No 0 .
c. Copies of receipts, releases, joinders and approval of fonnal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
. attached to this report~ '. '\fy"
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Capacity: 0 Personal Representative
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