HomeMy WebLinkAbout04-0471PETITION FOR PROBATE and GRANT OF LETTERS
Estate ofWYLMA L. KILMER,
also known as WYLMA KILMER
Deceased
Social Security No. 039-03-8906
No.
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executor named in the last will of the above
decedent, dated March 5, 1986, and codicil(s) dated [none].
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 1826 Spring Road, North Middleton Township, Pennsylvania.
Decedent, then 82 years of age, died April 17, 2004, at Carlisle Regional Medical Center, 246
Parker Street, Carlisle Borough, Cumberland County, Pennsylvania.
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: [none]
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $100,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ 160,000.00
situated as follows: 1826 Spring Road, Carlisle (North Middleton Township)
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant of letters testamentary thereon. _~ ~,.-,
Robert A I~ilmer
13 Donegal Drive
Carlisle, PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administer khe,, estate according to law.
Sworn to or affirmed and subscribed ~~_,~-//~, ~
before me this ~ ~t'3rL day of Robert A. Kil~er ~
- ,2004.
Estate of WYLMA L. KILMER, a/k/a WYLMA KILMER, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, ('X'~ ~(~7 , 2004, in consideration of the petition on the
reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated March 5, 1986, and described therein be admitted to probate
and filed of record as the last will of WYLMA L. KILMER, a/k/a WYLMA KILMER, and Letters
Testamentary are hereby granted to ROBERT A. KILMER.
Will Book #
Page
FEES
Probate, Letters, Etc.
Short Certificates (5) $ ~. c~c~
TOTAL
riled ~_ Ig-.2. oo¢
Register of Wills~( ~
Stephen L. Bloom, Esquire
Sup. Ct. I.D. No. 49811
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
C:\ Office Documents\Office - Estate Administration\1018512pet l ldO¢
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Robert A. Kilmer and Stephen L. Bloom, each a subscriber hereto, each being duly qualified
according to law, depose and say that they are familiar with the signature of Wylma L. Kilmer,
testatrix of the Will presented herewith and that they believe the signature on the Will is in the
handwriting of Wylma L. Kilmer to the best of their knowledge and belief.
before me this 18~v~ day of Robert A. Kilmer
fYxo-x4 ,2004. 13 Donegal Drive
Carlisle, PA 17013
~ Q~.~. __Reg. ister '~"-""~tef~he~~~'~
2100 Longs Gap Road
Carlisle, PA 17013
C:\Office - Estate Administration\l 0185.2oath. l.doc
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
0328788
No.
Local Registrar
CO
-O
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
~'s~--~ '~ ~s~v'~ ~ -~ .... Is -~' ,~ ~ite
,,~ ~ker I..~er ~ ~ I ~m .$ I~1 ~ ,,~. I ,~ ' I ........
..... ~.,~,~,.~ ~, I',. PA I',. I z ' I". Wx~ J,L -
} '"'~" ~ "~ ~ ~ ~ ~ddle~n
1826 Sprig ~d ~ ~ · .. ~
,, Carlisle, PA 17013 ,,.~. Cumberland
,,. Walter G. Lindsa¥
~ Robert A. Kilmer
I umm*Mu Ou~ ~-I~,/l I--Il
,--"_'n~,= ........... I'.". 4/ 1/2004
I V__ L5 012633 L
I,,. Laura Hudson
[~ 13 Donegal Drive; Carlisle, PA
17013
Gap Nat. C~n.
,,, Annville, PA
Brothers Funeral Hcme, Inc., Carlisle, PA
[]
[]
Attorney at Law
Soutll Hanover Strmet
Cmrllsle, Pennsylvania 17013
LAST WILL AND TESTAMENT
I, WYLMA L KILMER, of the Township of North Middleton, County
of Cumberland, Commonwealth of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this as and for my Last Will and Testament, hereby revokil
and making void all former wills and codicils by me at any time
heretofore made.
FIRST. I order and direct that all my just debts and funeral
expenses by paid by my Executor or Executrix, as the case may be,
hereinafter named, as soon as conveniently may be done after my
decease.
SECOND. Ail the rest, residue and remainder of my Estate, re~
personal and mixed, whatsoever and wheresoever situate, I give,
devise and bequeath unto my husband, WILLIAM R. KILMER, absolutely
and in fee simple, if he survives me.
THIRD. For the purposes of this my Last Will and Testament, a
c~ beneficiary shall not be deemed to have survived me unless he or
~]1 sobs shall have survived me by more than ninety (90) days.
'-- FOURTH. If my husband, WILLIAM R KILMER, should fail to
survive me, then and in that event, I give, devise and bequeath a]
th~ rest!~ residue and remainder of my estate, real, personal and
mixed, whatsoever and wheresoever situate unto my children, ROBER~
A. KILMER, LAURA H. THOMPSON, WILLIAM RODNEY KILMER AND WALTER L.
KILMER, absolutely and in fee simple, in equal shares. If any of
my said children should fail to survive me as defined herein, then
and in that event, I give, devise and bequeath the share of said
child or children who should fail to survive me unto his or her
WxY~ F. SHADE
Attorney at Law
5 Eouth Hanover ~treet
Carlisle, Pennsylvania 17013
issue, absolutely and in fee and simple, per stirpes. If any of
said children should fail to survive me as defined herein and fail
to leave issue to survive me as defined herein, that and in that
event I give, devise and bequeath the share of said child or
children unto such of my said children who shall survive me as
defined herein, absolutely and in fee simple, in equal shares.
FIFTH. In the event that I should, by reason of physical or
mental disability, become unable to take part in decisions for my
own future by virtue of what is commonly known as "brain death", I
order and direct that, where there is no reasonable expectation of
my recovery from physical disability, I be permitted to die and
that I not be kept alive by artificial means. It is my express
desire that I not be permitted to suffer the indignities of
deterioration, dependence and hopeless pain and that therefore,
medication be mercifully administered to me only to alleviate my
suffering, even though this may hasten the moment of death.
LASTLY. I nominate, constitute and appoint my husband, WILLIA
R. KILMER, to be the Executor of this my Last Will and Testament;
but if for any reason he should fail to qualify as such Executor c
cease so to serve, then and in that event, I nominate, constitute
and appoint my son, ROBERT A. KILMER, and my daughter, LAURA H.
THOMPSON, as successive alternatives, each to serve without bond.
IN WITNESS WHEREOF, I, WYLMA L. KILMER, have hereunto set my
hand and seal to this, my Last Will and Testament which consists o
three (3) typewritten pages to each of which I have affixed my
-2-
Attorney at Law
5 South Hanover Street
(:erlisle, Pennsylvania 17015
Thousand Nine Hundred Eighty-six (1986).
A.D., One
Wylma~L. Kilmer
The preceding instrument, consisting of this and two (2) othe]
typewritten page, each identified by the signature of the Testatol
was on the date thereof signed, sealed, published and declared by
WYLMA L KILMER, the Testator therein named, as for his Last Will
and Testament, in the presence of us, who, at his request, in his
presence, and in the presence of each other, have subscribed our
names as witnesses hereto.
-3-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004119
KILMER ROBERT A
13 DONEGAL DRIVE
CARLISLE, PA 17013
fold
ESTATE INFORMATION: SSN: 039-03-8906
FILE NUMBER: 2104-0471
DECEDENT NAME: KILMER WYLMA L
DATE OF PAYMENT: 07/06/2004
POSTMARK DATE: 07/06/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 04/17/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~7,500.00
REMARKS:
TOTAL AMOUNT PAID:
97,500.00
' SEAL
CHECK# 112
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: WYLMA L. KILMER, affJa WYLMA KILMER
Date of Death: April 17, 2004
File No. 2004-00471; PA File No. 21-04-0471
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 estate on June 21, 2004:
Name Address
Robert A. Kilmer
Laura H. Thompson
William R. Kilmer
Walter L. Kilmer
13 Donegal Drive, Carlisle, PA 17013
152 Lakeview Drive, Stansbury Park, UT 84074
429 Hermitage Drive, Richmond Hill, GA 31324
4012 Pamay Drive, Mechanicsburg, PA 17050
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Stephen L. Bloom
2100 Longs Gap Road
Carlisle, PA 17013
(717) 249-7717
Capacity: Counsel for Personal Representative
C:\Office Documents\Office - Estate Administration\10185.2cert.not.doc
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIOUll.l TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
BLOOM STEPHEN L
2100 LONGS GAP ROAD
CARLISLE, PA 17013
_u___n fold
ESTATE INFORMATION: SSN: 039~O3~8906
FILE NUMBER: 2104-0471
DECEDENT NAME: KILMER WYLMA L
DATE OF PAYMENT: 01/18/2005
POSTMARK DATE: 01/18/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 04/17/2004
NO. CD 004845
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $210.26
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#139
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$210.26
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of
J<:ilmer, WylmaL_
No. 21 - 04 - 00471
--.......---
, Deceased
Date of Death 411712004
Social Security No. 039-03-8906
also known as Wylma Kilmer
Robert A. Kilmer
--~--_.._-
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney:
~"phen L. BJoo~_.
Personal Represen/ftlive n. . L.. /I
Signature: _.~ Lt-
~ Robert A. Kilmer
1.0. No.:
49811
Signature:
Signature:
Address:
2100 Longs Gap Road
Carlisle, PA 17013
Address: 13 Donegal Drive
Carlisle, PA 17013
Telephone:~. 7/7 - ::21..f1~ 6 :2.5"0 __
Dated: _/IJI1~
.
Telephone: 7171249-7717
Personal Property
Members 1st Federal Credit Union - Regular Savings Account #42579-00
'''' 348.50
~
C:3
~-1
Personal Property - Per Attached Appraisal Report
Members 1st Federal Credit Union - Regular Savings Account #50889-00
.
-""--.\
25. .44:?
" .
~} -'
co
__._', .I
25,00.,1
J' .'
".-..
, -)
?~.607Xil:; ;
_h.. . (,~"_)
['n
"',040,67 C)
r'<r' - r!
\.0
Members 1st Federal Credit Union - Checking Account #50889-11
Members I st Federal Credit Union - Investment Savings Account #50889-05
Members 1st Federal Credit Union - Holiday Club Account #50889-02
280.84
Members 1st Federal Credit Union - Certificate 01 Deposit #50889-49
10,022.71
Members 1st Federal Credit Union - Certificate 01 Deposit #50889-50
10,022.71
PNC Bank - Certificate 01 Deposit #21001055712
10,020.59
--PN€ Bank - Checking Accoun~#5140Q:l4248
2,482.81
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$196,328.25
..::r-
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of
Kilmer,Wylma L_
No. 21 - 04 - 00471
also known as Wylma Kilmer
Date of Death 4/l7/2004
, Deceased
Social Security No. 039-03-8906
PNC Bank - Savings Account #5130357529
58,800.37
PNC Bank - Nobel Boulevard Branch, Sare Deposit Box Contents - per Inventory attached
651.00
Total Personal Property
$100,328.25
2
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of
Kilmer,Wylm~
No. 21 - 04 - 00471
also known as Wylma Kilmer
Date of Death 4/17/2004
, Deceased
Social Security No. 039-03-8906
Real Estate
Residence - 1826 Spring Road, Carlisle, Pennsylvania - Per Attached Appraisal Report
96,000.00
Total Real Estate
$96,000.00
3
-"-"-'-'--' -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
BUREAU OF INDIVIDUALrTAXES
INHERITANCE TAX DIVISION .
PO BOX Z80601
HARRISBURG PA 171Z8-0601
REV-1547 EX AFP (03-05)
STEPHEN'i'BLOOM ESQ
2100 LONGS GAP RD
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-04-2005
KILMER
04-17-2004
21 04-0471
CUMBERLAND
101
Allount Rellitted
WYLMA
L
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Ir.V-W4"Yf.m.m!'tr!'.'lMtm.'m".IMl'tAW4M!r.m.lWltlm"'~.-x'C['lN'4M.~I'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KILMER WYLMA L FILE NO. 21 04-0471 ACN 101 DATE 04-04-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks BOd 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
96.000.00
.00
.00
.00
100.328.25
.00
.00
(8)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
196.328.25
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/Governllental Bequestsj Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
11.940.14
4.277.05
(11)
(12)
(13)
(14)
16.217 19
180.111.06
.00
180.111 .06
(Schedule J)
I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ Abb returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Amount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T X I:
NOTE:
.00 X
180.111. 06 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
8.105.00
.00
.00
8.105.00
DATE
07-06-2004
01-18-2005
NUMBER
CD004119
" CD004845
+
INTEREST/PEN PAID (-)
394.74
.00
AMOUNT PAID
7.500.00
210.26
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8.105.00
.00
.03
.03
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
KILMER ROBERT A
13 DONEGAL DRIVE
CARLISLE, PA 17013
RE: Estate of KILMER WYLMA L
File Number: 2004-00471
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:
4/17/2006
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,
Gle~n~~;;,t
Clerk of the Orphans' Court
cc: File
Counsel
~v
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
Date: 3/07/2006
BLOOM STEPHEN L
2100 LONGS GAP RD
CARLISLE, PA 17013
RE: Estate of KILMER WYLMA L
File Number: 2004-00471
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:
4/17/2006
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,
~~v~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
~~
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: K'f.LMf.Y2 I r~l(Lfv"A L..
.
Date of Death: ~ 171 aDo4
Estate No.:
;;;2004-.- 004-/'
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. . State whether administration of the estate is complete:
Yes M 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 final account with the Court?
Yes 0 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 0
Date: ~
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. ~~
-- Signature
\ I ~
Vd
St-e.ph.<2r\ L-. 131 o OfV' I ~'t;
Name /J a
:;LlOO Lo^..Ss GC~f IL<J~
CAJ--\ ~sle.- / (J A 1'70 I -S
Address
6. ("> . '7 t,jJ \1, I,
t.. .{" i: 'j <.1
7 ('7 - :Ll{.9 - 7 I ( 7
Telephone No.
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n D.......,.,,,...,, 1 D .,..........,.'"'.,......+.,.+;..'0
L..l L ~1."V1UU J.'-~p1.""':>'-'11~U.U" '-'
~ Counsel for personal representative
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