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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. r"__ _ _.:..... va.pa.'-'tL.Y . n D.......,.,,,...,, 1 D .,..........,.'"'.,......+.,.+;..'0 L..l L ~1."V1UU J.'-~p1.""':>'-'11~U.U" '-' ~ Counsel for personal representative ~@