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HomeMy WebLinkAbout02-0542PETITION FOR PROBATE and GRANT OJF~ LETTERS Esrare of ~ ~,1~ i Th ~IIPn Hn un rV1~L1~_ No. _ a ~ - V ~ " S~ also known as To: Register of Wills for the Deceased. County of (~,. vkl~l zn~ in the Socia! Security No. 17(0 - 31~ - S N B ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: ~{2c~i(n2t Zink Kell Your petitioner(s), who Is are 18 years of age or older an the executriX named in the last will of the above ecedent, dated .}+ riL I D ~ In1 and codicil(s) dated _NIFF (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~uvftbtn~pinrJ, County, Pennsylvania, with hvxt last family or principal residence at 4d'~ P,,rkK' rAp fir{ (y1,aT ,l ~ t pq 161 f (list street, number and muncipali[y) Decendent, then ~_ years of age, died ~]Ga~ 7j 2-06,~ ,~ at Lctaotcxr Cr~xh, ~l Fi~a~(c- f~'r ~ .1 F v1r +- st- tin ' 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 i Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ U24 ~ L`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 $ situated as follows: NOn WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and [he gran[ of letters~e 4}nrrwr3cs-~ ' (testamemary; administration c[.a.; administration d.b.n.c.t.aJ [heron. 'T~'T-- ~~~~, i, h:~ 7 z ~ TJtrS~AP (Z yvk '~ l l u w n OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF ~ ~ l { The petitioner(s) above-named swear(s) or affirm(s) [hat [he statements in [he foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as persona] represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirm Tl+and subscribed ~eiltic~ ~,i-6eJ ~~~(,/~,,/ ~ efor.~mc this _ d - of ~f- ~• A ~ tif~ G ' '7 _ l „ fl _ C~ ~ egrster y t.l/ S I No..~ i - ~~ -5 ~E Estate of .~ U. D'1 T (~ E~-1-C'N ~'ff1 YV1 M G Nr j) ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS t ~~G~ AND NOW ~~V ~ ~~ .t9~ , 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 ~ ~~ l ~ - t `~ described therein be admitted to probate and filed of record as the last will of and Letters __L are hereby granted to ZI ~~/ Register of FEES Probate, Letters, Etc.......... $~ Short Certificates( ) .......... $ ~ ~ ( (~' RL[In11CIttt'10r1 ~~~5 .... $~ s~C. $ J ~ ~ TOTAL _ $ C~C~ Filed ................................... ----- ATTORNEY (Sup. CL LD. No.) ADDRESS PHONE I ~' ~- r- k~ uls xns u[v vet. 'his is to certify that the informalion here given is correcrhr copied from an original certificate of death duly tiled with me as Local Registrar. The origi~a! certiheaee will he forwarded ro the Stare Viral Records Office for pemlunent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Pcc for [his certificate, $L00 ' Lo~ registrar f Nl Nr NAME OF OECECEHi lfrv Maa•rul I. Judith Ellen Hammond .Of pay e+mmrl uNCEP nw Yn.n. o•r• 56 rn , 423 Parkside Road .Camn Hill. Pennsy sig82oo No. ~ ~ ~' n ~, Darr COMMONW EALTN OF PENCERTIFICATE OF DEAT H EALTM • VITAL RECORDS ' - - ~`" - 5482 L. MaY 7, 176 - 35 ,.Female ,, _ PiDM DArE OE &RrR wOf prKFOE DEMN.CM.Mm•.- SWrNPU`FKw /^ M•nN~u:wnmure•uNl DINER _ I NDSM1UI O+r 1vl vu•a o•gnr:w^v r. M..nr June 20,194 Washington ,PA nRN.NC ERldvvuxn ll DwG RN; ~°C R^Mr""C F•' ,. VM90ECfDEM OPmSMNKMWw+ MCE.Amw E 1WVCE CE,dN LTr CM -- EACUm NWEI•vr~Wmm.WUM V^~viuN~ w^ w•i~]Ey_roWFDrew, ISKM . ice Residence iYoxton Slare Hosp~ li ' Y•r~urr,PUnNRUrL r•. ,. WI . Susquehanna R Tr: 2ro ~ rMBCELV~Ni EVERw DEDFDEMi'S EDIICRIDR . ~„ NIJM1 yNl~V.4^.~ If M•.. N ~ V XNOCF BVSWESSnRMISr n V 5. •. a, 1EDfONCESf ~ " ~ Orw.W 5CwM 4•aalMVr El,rnnp•n ' ...7 M1~: ID,zI n.^s.I ~ Divorced 4 M. Education ,, ,,. ` Ir. d... rccwx DFCfDENrS . __ Ml~ia m R•.C ,r.wrwr.w.en ~ ° °" " rill ° W - ,.--~,_,...,a N~.RM, .,. cb .:•~.:. c ..:. n 17011 Merritt Hammond NM ,;;EwY,Ni~SY.NNDADnYEEU....cw~.n 51Y..=.=~ 423 Parkside Road, Camp Hill, Pa. 17011 DNFwrs,YNe Pro. Heather Zink Kell ,vcEDEdsroNrraN_N.m.wrm+w.d.m•wr Lo<rD>o"'`w'~•"'a+"'r°`°°• rFICOdf 0.4PO51iCx ^ R-•^.+•^^~••^ ldDc ~wf OEdBP0.LTUN y r~ 3, 2002 pCUrno Greenwood Cemetery Wheeling, 4N cr.r,Wa ^ Erw Ma 1 F~• ma n.Irn^ Ovw lSVVM r I3aVCN • ' _•• LKENFE NUYFER . wNE ANOEmRessa Ydun pa, 17110 2100 Linglesta.Tr Rd, ,rub, InC H F E,•L ( dEEW1ERK EE EL F 0. FD-010 . . H.Kig1G . 649-L rwl.• SaNFD V ` ,~_ wvlb xsE NUMBER LKF d E IMMn.ow+W .~a~ :~ awer NmrE .F..W w n / ^h 1~ ~.~70IG L < ». l Rrb YYrYYN - I . ~ EIUWHFIK E yyq C!$E REFERRED IO . MCYrFRt ,r N~IFwrRbmrWwb C O y M~ RYdEFERX DNFY EDOFADI - OrE^I iprr.no N.l^rN'••bW. r N. Y, i5. Y. 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'• UYE ELLED.Wnn O•v N+ ~PED15TRAR'S3KNYVRE AHONVMBEP ' I/j7~J 7/9~ , ~'~ LAST WILL AND TESTAMENT OF .IUDITH ELLEN HAMMOND I, Judith Ellen Hammond, of Camp Hill, Cumberland County, Pennsylvania, social security number 176-36-5482, being of sound mind, memory and understanding, do hereby make, publish and declaze this to be my Last Will and Testament, hereby revoking and making void any and all former Wills and Codicils made by me at any time heretofore. FIRST I direct that all my just debts and funeral expenses be paid by my Executor hereinafter named as soon after my death as is conveniently possible. SECOND I hereby give, devise and bequeath unto my children, Michael H. Zink and Heather Zink Kelly my entire estate, real, personal or mixed, wheresoever situate, of whatsoever kind and description, to be divided equally between them. TH1RD All estate, inheritance and other death taxes, together with interest and penalties, payable with respect to property or interests passing under my Will shall be paid out of the principal of my residuary estate without apportionment. Any estate, inheritance or death taxes due as a result of property or interest not passing under my Will shall be paid on a pro-rata basis by the transferee(s) of said property or interests. FOURTH I hereby nominate and appoint my daughter, Heather Zink Kelly to be Executor of this, my Last Will and Testament, and hereby direct that she shall serve in that capacity without the requirement of giving bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my last Will and Testament dated tlus 10th day cf April, 2002, and written on two (2) sheets of paper. ITH ELLEN HAIVIMOND Signed, sealed, published and declared by the aforementioned Testatrix, Judith Ellen Hammond, as and for her Last Will and Testament, in our presence, who in her presence, at her request and in the presence of each other haee hereunto subscribed our names as witnesses. 2 ~~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Judith Ellen Hammond, the Testatrix in, and _ m r,~~ ~ e- ~1, Fn1~,cjs}w n qtr ~ . Ic, ~ ~ or and ~~ fyr~ S (Y) , l.vm ~ ,the Witnesses to the Last ill, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: (a) that I, the Testatrix,. do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will, that she signed it willingly and executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as a witness and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound min~d±~a,,nd~under no constraint or undue influence. mil, ~ °-" 7Y~ay9t.C-Zfif. ~L~, Tes atrix rt~~ ~~-~ ~~ Witness COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND On this, the ~.S day of April, 2002, before me 1'l~ ~~(ltr~~ ~ ~ (°~ ~,/~ ~,~(( the undersigned officer, personally appeared _~ i _ ~~ N ,known to me or satisfactorily proven to be a member of the bar of he highest court of Pennsylvania and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the Testatrix and witness. In witness whereof, I hereunto set my hand and official seal. GU!G Honorable William W. Cal well United States Distr_ct Court Middle District of Pennsylvania `~ CERTIFICATION OF NOTICE UNDER RULE 5 6(al Name of Decedent: Tudj11~ ~,`~efl I~~YYIVYIn~Ir~ Date of Death: . ~~~_ 5y~ Will No. Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ~,Q~~ IS ~ba _ ~ Name Address L~'1i(11ne~ ~.7_~nk ~~al til IlnuuxV S-i~reA~- Q( i~,~ ~~BI 8' ~r~.wu? N~tl , P-R 17 a 1 I Notice has now been given to all persons entitled thereto Rule 5.6(a) e~GFR Signature'~B`17~on ~{~nL Y~(~QV,U DatesU U ~ oZ~~~ Name ~Q~-{~i1N~' 2j,/lk ~P~~U Address ~drkS~dr? Q[,. ~_}~i1TPA nc~~ I Telephone(~l~ )_q~~_~ ~~ Capacity: Personal Representative „_ r Counsel for Personal Representative ~~' ~: Inventory of the real and personal estate of V ~.~ ~ ~ ~ t ~~ ~ e i~ ~1 ~iLY~/~ 1'~~I~ deceased ~ax~k Acc ou t~+ - S~;~s ~ C~1eC(;i ~ I~eV~ ~~Sy I va ni a St ale ~vv~P I cyee 's Cred.~ f (,~~~ ~ Acc.ou~t I~l~w~~-2 gyo3~ X15 ~ 3~( as4a~ o~ auou~.t a~+u ~~ ;nc~ de,~~ts~ C v~ ~ ,, COMMONWEALTN OF PENNSYLVANIA l ~. COUNTY OF CUMBERLAND ~ being duly according to law, deposes and says that he of the Estate of late of ---- Cumberland County, Pa., deceased and Chet the within is an inventory made by - the said of the entire estate of said decedent, consisting of all the personal pro par+y and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. and subscribed before me, 19 Eseeu}or - Adminisirefor Address Dafe of DeatF Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. $ee Arficle IV, Fiduciaries Act of 1949. ,'TU T i f l~ !` 0 Z O Z W Z Y i- w ~ ~ W d H W ~ W N 1 J LL LL J W Q ~ Z ~ O p `^ Z w Q o_ m m N 0 d i c 0 U v c A d E 0 J U a1 D` > A at 1 C a I k i 'V al O 0 LL m COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17126-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 001419 KELLY HEATHER ZINK 423 PARKSIDE ROAD CAMP HILL, PA 17011 -------- role ESTATE INFORMATION: ssrv: 1~s-3s-5aa2 FILE NUMBER: 2102-0542 DECEDENT NAME: HAMMOND JUDITH ELLEN DATE OF PAYMENT: 07/17/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/07/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 51,032.22 REV-1162 EX~11-96) TOTAL AMOUNT PAID: REMARKS: HEATHER ZINK KELLY CHECK#119 SEAL INITIALS: JA RECEIVED BY REGISTER OF WILLS 51,032.22 MARY C. LEWIS REGISTER OF WILLS ~- /S ~ ~~ BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX BxvlslBN DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-6601 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLONANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15O EM LFV In-p2l DATE 08-26-2D02 ESTATE OF HAMMOND JUDITH E DATE OF DEATH OS-07-2002 FILE NUMBER 21 02-0542 COUNTY CUMBERLAND HEATHER ZINK KELLY ACN 101 423 PARKSIDE RD CAMP HILL PA 17011 Anount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONO THIS LINE------- RETAIN LOWER PORTION FOR YOUR RECORDS t __________ REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HAMMDND JUDITH E FILE NO. 21 02-0542 ACN 101 DATE 08-26-2002 TAX RETURN WAS: f X) ACCEPTED AS FILED ( )CHANGED Ni5ED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate [Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Neld 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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (q) 11,400 .47 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9,513 .60 11. Total Deductions (11) 70.914-07 12. Net Value of Tax Return f12) 24,145.31 13. Charitable/Governmental Bequests) Non-elected 9113 Trusts (Schedule J] (13) .00 14. Net Value of Estate Subject to Tax Ily) 24,145.31 NOTE: Ifi an assessment was issued previously, lines 14, 15 and/or 16, 17 18 and 19 will refilect fiigures that include the total of ALL returns assess , ed to date. ASSESS MENT OF TAX: 15. Anount of Lina 14 at Spousal rate I15) .00 X 00 _ .00 16. Anount of Line 14 taxable at Lineal/Class A rate (16] 24,145.31 X 045 - 1,086.54 17. Anount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Anount of Line 14 4axable at Collateral/Class B rate (18] .00 X 15 - .00 19. Principal tax Due (19)= 1,086.54 TAX CREDITS' --- DATE NUMBER ~ INTEREST/PEN PAID [-) AMDUNi PAID PAVMFNT MIICT Rr Mnnr nv no_n~_ ~nn>.. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 1,086.54 INTEREST AND PEN. .00 TOTAL DUE 1,086.54 (1) .00 NOTE: To insure proper f2) .00 credit to your account, (3) .00 submit the upper portion (4) .DO of this fora with your (5) 45.059.38 tax payment. [6) .00 I7) .00 I8) 45, 059.38 • IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) BuREau of INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA% o1v1s1oN DEPARTMENT OF REVENUE DEPT. 288681 INHERITANCE TAX NARRI8811RG, PA 17128-8fi 01 STATEMENT OF ACCOUNT REY-16A] FN RF/ (Y1-w) DATE OB-26-2002 ESTATE OF HAMMOND JUDITH E DATE OF DEATH OS-07-2002 FILE NUMBER 21 02-0542 COUNTY CUMBERLAND HEATHER ZINK KELLY -'" ACN 101 423 PARKSIDE RD CAMP HILL PA 17011 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: io insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE------- RETAIN LOWER PORTION FOR YOUR RECORDS 1 --°-----------------x. --. REV-1607 ~° '-- '-------------------------------------------------- ~** ifiElE ESTATE OF HAMMOND JUDITH E FILE N0. 21 02-0542 ACN 101 DATE 08-26-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-26-2002 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 1,086.54 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-l AMOUNT PAID 07-17-2002 CD001419 54.33 1,032.22 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. ^ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ''CREDIT" fCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 1,086.55 .O1CR .00 .O1CR REV-15OQEX (iXIO) w ..., ~~cn 00::': W"-O ,,00 00:-' "-'" "- '" c COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT \ Lv,! --3-_ FILE NUMBER Z.--L-~ 2- fL':L/b__ COUNTY CODE YEAR NUMBER I- Z W C W (.) W C SOCIAL SECURITY NUMBER E - 3&> '5'-j'6'd- II (p DATE OF BIRTH (MM-DD-YEAR) ~ Ow-~D- q~~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) NIl\. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [0< Original Return o 4. Limited Estate ~ Decedent Died Testate (Attach COj)y of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise (date aldeath alter 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copyofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Return (date of death prior to 12-1HI2) o 5. Federal Estate Tax Return Required Jfl. 8. Total Number of Safe Deposit Boxes o it Election to tax under Sec. 9113(A) (Attach SchO) ..., Z W C Z o "- II) W 0: 0: o o COMPLETE MAILING ADDRESS Lf;;l. 3, '".PM(<.Slde Rd. . C6.vY\f [-\lll) P A \701/ TELEPHONE NUMBER W'_ .....- >.,'. .:- d 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (1) ---A11:JfI q,. (2) ,; ~t.. (3) N~J'(:, (4) ~ J~y- (5) 4585'1. 38' --~.' OFFICIAL USE ONLY r. cO' r- 4. Mortgages & Notes Receivable (Schedule D) z o ~ ~ l- ii: <( (.) W It: 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~ II 4ro'tY 1 (10) ..,g 6 I,~. (00 (8) 4 '5.D54\ .31> (8) 1-.\01\\[ (7) NfZ,fV G- 9. Funeral Expenses & Administrative Costs (Schedule H) 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) (11) ;J()QI4. 01 . (12) &4. 1'-I5..~1 (13) rJ (aN c; (14) .J.4, 11./5,31 13. Charitable and Governmental Bequests/See 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;( I-' ~ 0. ~ o (.) ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) '.0_ (15) ,012 (16) \D~ i.o. 5~ 16. Amount of Line 14 taxable at lineal rate ~l.\ \L/S;.6\ 17. Amount of Line 14 taxable at sibling rate , .12 (17) , .15 (18) (19) 10 S(o. 5 'i 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SUR6\ Decedent's Complete Address: STREET ADDRESS Lj d, CITY Tax Payments and Credits: 1. Tax Due (Page lUne 19) 2. Credits/Payments A. Spousal Poverty Credit B. Pnor Payments C. Discount .riLl. ?, d- 3. InteresUPenalty if applicable D. Interest E. Penalty (1) \ 0 )Sto. 5 Lj Total Credits (A+ B + C) (2) 5<1. 3 d- TotallnteresUPenalty ( D + E ) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5) f 0 3 a. d-. d- (5A) (5B) I n,,,a. .;l::l 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax dUe. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;............................"............................................................ ( . b. retain the nght to designate who shall use the property transferred or its income; ............................................ D c, retain a reversionary interest; or............................................................,.................................................,,,......... 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .......................................................................,.........,............................ 0 3. Did decedent own an "in trust fo~ or payable upon death bank account or secunty at his or her death? .............. D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D No iH [;igJ I)i,i] [jjI Under penalties of perjury, I declare that I have examined this ret1.lm, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Dedaralion of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIG ATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Jfd,,~ fh.I1J~ Prl_ ('B~ t,{ , ~ SIGNATURE OF PREPARER OTHER THAN REPRE NTATIVE DATE ADDRESS For dates of death on or after Juiy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivin9 spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l. 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 survivin9 spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficianes is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net vaiue of transfers to or for the use of the decedenfs siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ""'WlS,"'''''". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF :r u.fu TY\ (. l-kMMMd FILE NUMBER 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 1?xu1k. {\C.C-DUfY\ $ '3'-1031 I{S<O 3LJ t:e.nn\',j \vOfIi2- state. T-W\,?I~ ee CPeclit P.O. C!>OI' i.oIO\~ \\1JJV\.i~\;JW'~lPh \'1 \o\J> -10' ~ ~;1f" C\tleC'N'j .ALLOJ)..n\s VALUE AT DATE OF DEATH t,fSQsq ,3'6" u. (\ i 6Y\. TOTAL (Also enler on line 5. Recapitulation) $ <1505'1, 3g Ilf more space is needed, insert additional sheefs of the same size) REV-1511 EX+ (12.99) . ~j- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF :J lA.!.lilVt t.. ttCLm WI(\.1J. FilE NUMBER ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. ~ t\ome. lC05W>Ftuilj~ U'Se.,e.n) 1<e-pV'd fu.1'\e(a.( Ht>me. (PLjDl.3S" 2. W'vle~li":l ) WV qOO.oO \'i\eill.lrY1U\T - G~,>w tJlefflo(1J~ wVee\."i,IN\I 3. Gw,r'l'\ He. ... MMs.ua.'l Vt.e. - 9r. wte.'s l).ruteo.l'imocii!>l ~ J,lS !0.2. t~..a':), 10 Ii B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) \-\pcJV\eI lil\.~ I(e L L\3 Social Security Number{s)/EIN Number of Personal Representative(sl f25 Street Address ~ a 2, 'Pi".,\:-Sidp RrI City ~ H-ilA~ stateaziP)lOII Year(s} Commission Paid: 101 A- I 2. Attorney Fees t-J/A 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant \.\Po...1V\Pf Ziol\L ~p f I <a- 80'500 Q5L StreetAddress-.!:l.1::, (Ja.(\::-<;0e eJ ) City Co....~J-h \,l Stale -1?tt.- Zip 11011 Relationship of Claimant to Decedent Dr) 11 j lI\.Te J:.. ~ 4. Probate Fees 1=;lirj ~es.) SnoR:! (e,...,tlB~ + L2g,c.J. No \ i c.e,.S tf.3/'g 5. Accountant's Fees R::5 /6 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 11'-100 ~ Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV''':''''''''. COMMONWEALTH OF PENNSYLVANIA tNHE.R1T M-lCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES & LIENS FILE NUMBER EST ATE OF Include unreimbursed medical expenses. ITEM NUMBER 1 2.. " 4. 5- (". ,. 'iI. q. 10. II. 12. I:'. 1'-1. IS. 110. \1. @ DESCRIPTION \!.fIi CJMR /1YLc, ~W;t'h S~(S. Si\ufA Sfn':j ArvU>;JaN,Q NoAA'Ie.o.DT' ro.J\Aol~'i\ CoYY\{l\l<1e ~ M5 l\IVI.C P~'L1.J,.\'\ 6ro"'f \-\Dlj S~1I1it ttosp,tc.\ (hA.-\\'I'\ouJh rlitrhWcJL. 'P<z>f. Ass() ?UAd~ V\i\W..ical Cnt2... It. \'\. 0.0 Pu.Io\it. ~V1'U! _ New ~S""ilU ASSoC.i3\eS",,,, lJ\eJAidAe. \10..-1.\(,\ ~'.t ',\oc,\)i-\-&\ M, lton \-kAs~ Piled. CvJe.. \l;\t~ R fsT ClW/. LlV\IlJY' (V; sa.) M~Ve*.b\~'t, A"f.>Oc.,~ R.~,o\O)iS1S t. f'1IlIC., ~ NI-\ \0""...... "1 Oen:} -EMS S .....s'b!At hD.nna e: (VIS T"""'~T ,?(lj\\:.\~ Mlj (vI~. . {)le(.lM.. v'\.oTe- dece..Oel'lt 0. ic.l nol Vl(l...l}( meclica\ ~d..J/\-CR C4wl ea6h of' -t(,\kO{. \::>1 \AS . (;) \Qe.i ::)'pc<-J oV-f- <9J 1t....e. eSTWQ..... AMOUNT J,SO'-l gg.. OS'!51 l;;}lo.9, 700 g:; Co7lJi/ lq'1!! (#)\<8 110'33- ;).1 ca- (o'-{'!S? 35(.lJi/ C(Sc;l ~ 9- '-\ \~ ii3- 10":9. lD'2 \~3 !5- \31~ 4;1.3.,g ~1e2. l.\lPS U TOTAL (Also enteron line 10, Recapitulation) $ QlSl3 ~ (If more space is needed. insert additional sheets of the same Size) '~"'~".""". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 1. MicV\ueJ 111\1\V-- fOal \N,llowwcat <;twJ- Orldo, rl- 3d-~l<i; 1. I-\ecA.The.r 2\1\~ \:e.\l~ 4a3 ?OJ\'KS\c.\e. Rtl. . (1\VI{! l-\\ \\ , \> f\ n D \ \ SON 50'1'0 \)OVJ..cy.-k<<- 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed. insert additionai sheets of the same size) LAST WILL AND TESTAMENT OF JUDITH ELLEN HAMMOND I, Judith Ellen Hammond, of Camp Hill, Cumberland County, Pennsylvania, social security number 176-36-5482, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all former Wills and Codicils made by me at any time heretofore. FIRST SECOND THIRD FOURTH I direct that all my just debts and funeral expenses be paid by my Executor hereinafter named as soon after my death as is conveniently possible. I hereby give, devise and bequeath unto my children, Michael H. Zink and Heather Zink Kelly my entire estate, real, personal or mixed, wheresoever situate, of whatsoever kind and description, to be divided equally between them. All estate, inheritance and other death taxes, together with interest and penalties, payable with respect to property or interests passing under my Will shall be paid out of the principal of my residuary estate without apportionment. Any estate, inheritance or death taxes due as a result of property or interest not passing under my Will shall be paid on a pro-rata basis by the transferee( s) of said property or interests. I hereby nominate and appoint my daughter, Heather Zink Kelly to be Executor of this, my Last Will and Testament, and hereby direct that she shall serve in that capacity without the requirement of giving bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my last 1 Will and Testament dated this 10th day of April, 2002, and written on two (2) sheets of paper. :ffi5'~ ~~ ITH ELLEN HAMMOND Signed, sealed, published and declared by the aforementioned Testatrix, Judith Ellen Hammond, as and for her Last Will and Testament, in our presence, who in her presence, at her request and in the presence of each other have hereunto subscribed our names as witnesses. ( ~/vtL[ -r; Ire 2 COMMONWEALTH OF PENNSYLVANIA) ) COUNTY OF CUMBERLAND ) We, Judith Ellen Hammond, the Testatrix in, and rnCl'i~ ie.. JY'\. (:;n~~'^ , Sr,\'(< E. TeuJ()/' and -.JGffi<' ~ tv}, lY,M:\ , the Witnesses to the LastWill, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: ( a) that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will, that she signed it willingly and executed it as her free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as a witness and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ~~ it )A T es atrix (b) . ~ -ttj. t!'~ It'r S~Z- -r; I b,-- Witness COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF CUMBERLAND ) On this, the jScJ.day of April, 2002, before me W, 'II/aM /AI f I.IIc/u1.tl ( the undersigned officer, personally appeared 1Y1fl.4Q., L M. r=:., 1'" i 5 -Ie j VJ . known to me or satisfactorily proven to be a member of the bar ot'the highest court ofpennsylvama and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the Testatrix and witness. In witness whereof, I hereunto set my hand and official seal. _~~'1' United States District Court Middle District of Pennsylvania 4 & S INON LLP Heather Z. Kelly ph (717) 237-6732 fx (717) 231-6637 hkelly~rhoads-sinon.com FILE NO 99000/99950 Re.- July 2, 2004 Judith Hammond Glenda F. Strausbaugh Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Dear Ms. Strausbaugh: Enclosed please find a Status Report Under Rule 6.12 with regards to the above. If you have any questions, please do not hesitate to contact me. Very truly yours, RHOADS ~; S1NON LLP By: Heather Z. Kelly HZK/tlp Enclosure Rhoads & Sinon LLP · Attorneys at Law ° Twelfth Floor · One South Market Square · P.O. Box 1146 Harrisburg, PA 17108-1146 · ph (717) 233-5731 ° fx (717) 232-1459 ° www. rhoads-sinon.com STATUS REPORT UNDER RULE 6.12 Name ofDecedent:~'cL~-~ ~-~e~r'~O('~c~ Date of Death: 5] 3] 0 ~ Will A~. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes t//' No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Yes If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? b. The separate Orphans' Court No. (if any) for the personal representative's account is: parties in interest? Yes Did the personal represent/ative state an account informally to the No ~/' d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Signature Name (Plebe type or print). Ad,ess Tel. No. Capacity: ~ersonal R~resentative ~Co~sel for personal representative 255154.1