HomeMy WebLinkAbout03-0695PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Marie I. Traczyk No.
also known as To:
Deceased.
Social Security No. 1 91 - 1 8- 2 7'5 8
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executrix
in the last will of the above decedent, dated October 23 t
and codicil(s) dated None
in the
named
,1~ 2000
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 8 Eastwick Lane, Carlisle,
South Middlmton ~nwn~hip: PA
(list street, number and muncipality)
Decendent, then 81 years of age, died August 11, ,]16)( 2003,
at Cumberland Crossing Retirement Community
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
(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: 8 Eastwick Lane, Carlisle, PA
$250,000.00
$
$ 83r000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentar¥
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
~oanne Rice
/1 318 N. Pitt Street
Carlisle, PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF CUMBERLAND ) SS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and_t~,at as personal represen-
tative(s) of the above decedent petitioner(s) will wett~nd truly administer the ~state according to law.
Sworn to or affirmed and subscribed
/~ before me this ~st , day of
~nna M. Otto, 1st '~put~//' Regist~;~4~_
NO. 21-2003-695
Estate of MARIE I TRACZYK
- , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Auqust 22nd, IgF~L3 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 October 23, 2000
described therein be admitted to probate and filed of record as the last will of Mar ie I.
Traczyk ;
and Letters Testamentary
are hereby granted to Joanne Rice
FEES
Probate, Letters, Etc .......... $ 305.00
Short Certificates(8) .......... $ 24.00
~..x.--.P..ag.e.s.. ( .2.).. $. 6, O0
10,00
JCP $
TOTAL __ $. 345.00
Filed . b.u.~pd.s.~. .2.2..n.d.,.. 2.9.0.3. .............
Call Attorney when letters are finished
8/22/2003.
.... Register of Wills /
Donna M. Otto, 1st Deputy
Anthony L. DeLucat Esq., #18067
A~ORNEY (Sup. Ct. I.D. No.)
113 Front Street
P.O. Box 358, Boilinq Sprinqs, PA
ADD.SS 17007
(717'} 258-6844
PHONE
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Anthony L. DeLuca, ESquire
(}faeg) a subscribing witness to the will presented herewith, t~OhX being duly qualified according to
law, depose(s) and say(s) that he was present and saw
Marie I. Traczyk ,
the testat_r_ix__, sign the same and that he signed as a witness at the
request of testat rix in h er presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before ~n/thon~t"'~~ k"~9' '~z:>~-- ~L'~_/ ~ -x . t'
me this 21st day of -v Dex~-w
Esquxre
~ August ~ .. ~./~ ~x 2003 113 Front St., P.O. Box 358
Donna M. ~, 1st Deputy / ~rR$~
(Name)
(Address)
21-2003-695
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Joanne Rice
g~4~ asubscriber hereto,
~ha 4~
testatrix of (one of
that she
(laC)i) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of Marie I. Traczyk
the subscribing witnesses to) the will presented herewith and
believes the signature on the will is in the handwriting of
Marie I. Traczyk
to the best of her knowledge and beli~-~
Sworn to or affirmed and subscribed before ~ ccccc_~
me this 21st day of i/-',o N. Pitt
.M
.~,~Auqust, z~ ~ 2003 Carlisle, PA
Donna M i Otto, 1st -Deput~ '/~-~st;r ~.
(Name) Street
17013
(Address)
(Name)
(Address)
LAST WILL AND TESTAMENT
OF
MARIE I. TRACZYK
/- 0 3 - [_o q',5
I, MARIE I. TRACZYK, a resident of 28 N. Baltimore Avenue, Mt. Holly
Springs, Cumberland County, Pennsylvania being of sound mind, memory and
understanding, do hereby make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my last illness and
funeral expenses be paid as soon at~er my decease as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary estate all estate,
inheritance and like taxes together with any interest or penalty thereon imposed by the
government of the United States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all property required to be
included in my gross estate for estate, inheritance or like tax purposes by any of such
governments, whether the property passes under this Will or otherwise, excluding,
however, any property over which I have a taxable power of appointment, provided,
however, that no residuary beneficiary shall by reason of this provision be denied the
benefit of any deduction, credit, favorable rate of tax or other benefit which by law
enures to such beneficiary.
ITEM 3: I bequeath unto my friend, JOANNE RICE, if she shall survive me, my
white gold 2.5 carat diamond ring, if owned by me at the time of my death.
/,'~
MARIE I. TRACZYK
LAST WILL AND TESTAMENT
OF
MARIE I. TRACZYK
ITEM 4: I give, devise and bequeath all of the rest, residue and remainder of my
estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate
at the time of my death, in equal shares, unto:
a. ST. PATRICK CATHOLIC CHURCH, of 140 E. Pomfret Street,
Carlisle, Cumberland County, Pennsylvania; and
b. THE AMELIA S. GIVIN FREE LIBRARY, of 114 N. Baltimore Ave.,
Mt. Holly Springs, Cumberland County, Pennsylvania.
ITEM 5: I hereby nominate, constitute and appoint my friend, JOANNE RICE,
Executrix of this my Last Will and Testament, with full power to do any and all things
necessary for the complete administration of my estate, and direct that no bond or other
surety is required of her in this or any other jurisdiction for her performance of this
office.
If and in the event that my friend, JOANNE RICE, does not survive me and is not
living sixty (60) days after the date of my death, or does not complete her duties as
Executrix, then and in such event, I hereby nominate, constitute and appoint M & T
BANK, of Carlisle, Pennsylvania, Executor of this my Last Will and Testament, with full
power to do any and all things necessary for the complete administration of my estate,
and direct that no bond or other surety is required of it in this or any other jurisdiction for
it's performance of this office.
MARIE I. TRACZYK
2
LAST WILL AND TESTAMENT
OF
MARIE I. TRACZYK
ITEM 6: If any provision of this Will or of any Codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof
shall continue to be fully operative and effective, so far as is possible and reasonable.
IN WITNESS WHEREOF, I, MARIE I. TRACZYK, the Testatrix, have to this
my Last Will and Testament, typewritten on three (3) consecutively numbered pages,
subscribed my name and affixed my seal this 43 .~,,/day of October, 2000.
(SEAL)
Signed, sealed, published and declared by the above named MARIE I. TRACZYK, as
and for her Last Will and Testament, in the presence of us, who have hereunto subscribed
our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of
each other.
LAST WILL AND TESTAMENT
OF
MARIE I. TRACZYK
ANTHONY L. DELUCA
ATTORNEY AT LAW
113 FRONT STREET
P.O. BOX 358
BOILING SPRINGS. PA 17007
,EV-1500 EX (6-00)
- ~ COMMONWEALTH OF
~" ~ PENNSYLVANIA
~2~~,~ DEPARTMENT OF REVENUE
. ¢' ~l,'"~ .~,~,~,,~'..~ ~ DEPT. 280601
'~,~~W HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFiCiAL USE ONLY
FILE NUMBER
,..,g / -
COUNTY CODE YEAR NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Traczyk, Marie I.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
August 11, 2003 July 18, 1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
1 91 - 1 8 - 2758
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~l. Original Return
[~4. Limited Estate
F~6. Decedent Died Testate (Attach copy of Will)
[~9. Litigation Proceeds Received
[~2. Supplemental Return
E~4a. Future Interest Compromise (date of death after 12-12-82)
[-'"~ 7. Decedent Maintained a Living Trust (Attach copy of Trust)
] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
[~]3. Remainder Return (date of death prior to 12-13-82)
---]5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[~] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
NAME
Anthony L. DeLuca, Esquire
FIRM NAME (IfApplicable)
TELEPHONE NUMBER
717-258-6844
COMPLETE MAILING ADDRESS
113 Front Street
P.O. Box 358
Boiling Springs,
PA 17007
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
E~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
Total Deductions (total Lines 9 & 10)
$89,000.00
314,071 .72
--0--
(8)
-0-
69,301.64
--0--
65,156.24
9. (9)
10. (10)
11.
12. Net Value of Estate (Line 8 minus Line 11)
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)
44r898.17
735.03
(11)
(12)
(13)
(14)
OFFICIAL USE ONLY
$537~ 529.60
45,633.20
491,896.64
423,989.13
67r907.51
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax - 0 -
rate, or transfers under Sec. 9116 (a)(1.2) x .0 __
--0--
16. Amount of Line 14 taxable at lineal rate x .0 __
17. Amount of Line 14 taxable at sibling rate - O- x .12
18. Amount of Line 14 taxable at collateral rate 67, 907. 51 x .15
19.
20.
Tax Due
(15)
(16)
(17)
(18)
(19)
-0-
10,186.13
10,186.13
Decedent's Complete Address:
STREET ADDRESS '~ ~
8 Eastwick Lane
CITY C~rlisle STATE PA ZIP I 701 3
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments - O-
A. Spousal Poverty Credit
B. Prior Payments - O-
C. Discount 5 0 9.3 1
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
-O-
Total Interest/Penalty ( D + E ) (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1) 1 O, 186.13
A. Enter the interest on the tax due.
(5)
(5A)
509.31
--0--
9,676.82
--0--
9,676.82
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
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? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT
AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of prepar,er other than the personal represe,~ntative is based on all information of which preparer has any knowledge.
SIGNATUBE~d PERSON RESPONSIB. I~E, F~ FILING RETURN
/.cig
SI(
ADDRESS
17 13
DATE
/I.-
DATE
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. §9116 (al (1.1)(il].
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. §9116 (al (1.1)
The statute does not exempt 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
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 paten
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 decedent's lineal beneficiaries 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 value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a){1.3)]. A sibling is defined, under Section 9102, as
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (12.85)
. ,
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER MARTI~. T. TRACZYK
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. $89,000.00
Residence situated at 8 Eastwick Lane, Carlisle,
PA 17013. See attached appraisal.
TOTAL (Also enter on line 1, Recapitulation) $ 8 9,0 0 0.0 0
(If more space is needed, insert additional sheets of same size.)
REV. 1503 EX+ (4-86) _ ~ _
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
Marie I. Tracz~k
FILE NUMBER
(All property ointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION
NUMBER
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
Federal Home Loan Mtg. Corp Medium Term Note through
Pershing, a BNY Securities Group Company
11 shares Common Stock of Exelon Corp. @ $59.10 per
share
192 shares Common Stock of Firstenergy Corp. @ $31.05
per share.
400 shares Common Stock of John Hancock @ $12.44
per share.
990 shares Common Stock of PPG Industries @ $53.75
per share.
22 shares Common Stock of Scana Corp. @ $33.13
per share.
797.494 shares of Alliance Berstein Bond Fund
@ $7.17 per share.
1,417.349. shares of Emerald Growth Fund @ $10.60
per share.
1,241.49 shares of Phoenix Goodwin Emerging Market
Bond Fund @ $7.48 per share.
14,123.62 shares of Scudder US Government Fund
@ $8.61 per share.
4,439.207 shares of Scudder Managed Muni Bond Fund
@ $9.12 per share.
34 shares of MetLife PolicYholder Trust @ $28.41 per
share
17 shares of Prudential Life @ $35.29 per share
VALUE AT DATE
OF DEATH
$54,858.10
650.10
5,961 .60
4,976.00
53,212.50
729.30
5,718.03
15,023.90
9,286.35
121,604.40
40,485.57
965.94
599.93
TOTAL (Also enter on line 2, Recapitulation) $ 31 4 r 0 71 . 7 2
~EV.I,S0,~ E~+ (3-92) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY HELD STOCK,
PARTNERSHIP AND PROPRIETORSHIP
Please Print or Type
ESTATE OF
Marie I.
ITEM
NUMBER
1.
Traczyk
DESCRIPTION
NONE
TOTAL (Also enter on line 3, Recapitulation)
FILE NUMBER
VALUE AT
DATE OF DEATH
-0-
(If more space is needed, insert additional sheets of sam~ size.)
REV-J507 EX+ (7-88J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Please Print or Type
ESTATE OF FILE NUMBER
Marie I. Traczyk
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
NONE
TOTAL (Also enter on line 4, Recapitulation) S -0-
-0-
(If more space is needed, insert additional sheets of same size.)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
ESTATE OF FILE NUMBER
Marie I. Traczyk '.
(All property
ITEM
NUMBER
2.
3.
4.
5.
6.
7.
8.
9.
10.
ointly-owned with the Right of Survivorship must be disclosed on Schedule
DESCRIPTION
Money Market Alliance Capital Reserve
Scudder Money Market account
Miscellaneous coins 166.
.
Checking account, Numbered 688673" at M&T Bank
Series HH United States Saving~ Bond
Miscellaneous items of jewelry
See attached appraisal.
Miscellaneous items of personal property.
attahced appraisal.
Life Insurance proceeds payable to the
Marie I. Traczyk by Prudential Life.
Life Insurance proceeds payable to the
Marie I. Traczyk by MetLife.
Cash in purse
See
Estate of
Estate of
NOTE: Included in the appraisal of the jewelry was
the Bequest setforth in Item 3 of the Will which has
a value of $2,750.00 and is included with items set
forth in Schedule G which are subject to tax.
TOTAL (Also enter on line 5, RecaPitUlation)
VALUE AT
DATE OF DEATH
$11 , 481 . 20
7,360.40
97
30,224.74
500.00
3,49~.55
9,914.00
3,895.81
2,200.00
67.97
$ 69,301.64
(Attach additional 8½" x 11" sheets if more space is needed.)
COMMONWEALTH OF PENNSYLVANIA
INH~:,RITANCE TA~ RETURN
RESIDENT DEC.DENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF j FILl; NUMBER Marie I. Traczyk
Joint tenant(s): NONE
NAME ADDRESS RELATIONSHIP TO DECiEDENT
A.
Jointly-owned property:
i L E ~"~'E R
ITEM , FOR DATE
NUMBE.~ JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S i DOLLAR VALUE OF
i TENANT JOINT OF ASSET ~,/~ INT. ' DECEDENT'S INTEREST
~' ~ NONE - 0-
TOTAL (Also enter on line 6, Recapitulation) S
-0-
(If more space is needed inserf additional sheets of same size)
'~V'lSi0 EX~+ (2'87)/,~?~,~.'~i~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
ESTATE OF FILE NUMBER
Marie I. Traczyk
THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
DECD. DOLLAR VALUE
TOTAL VALUE
ITEM DESCRIPTION OF PROPERTY I EXCLUSION % OF DECEDENT'S
~ OF ASSET INT. INTEREST
N UMBER Include nome of the transferee, their relationship to decedent, dote of transfer, i
1,245.734 shares Of Scudder Short!
Term Bond Fund @ $10.58 per sharel
Zurich Life Advantage III Annuityi
IRA at M&T Bank i
13,179.87 100
36,833.08 100
15,143.29 100
$13,179.87
36,833.08
I 5,143 .29
TOTAL (Also enter on line 7, Recapitulation) i S 6 5 r 1 56.2 4
(If more space is needed, insert additional sheets of same size.)
EV. 1511 EX +,(7-88J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Please Print or Type
ESTATE OF FILE NUMBER
Marie I. Traczyk j
ITEM DESCRIPTION AMOUNT
NUMBER
Ao
C.
1.
2.
3.
4.
5.
6.
7.
8.
FuneralExpenses:
501N. Baltimore Ave.
Mt. Holly Springs, PA 17065
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
~ '~a:~ 2003
Year
Commissions
AttorneyFees Anthony L. DeLuca, Esquire
Family Exemption
Claimant
Address of Claimant at decedent's death
Relationship
Street Address
City State __ Zip Code
Probate Fees
Miscellaneous Expenses:
Filing Fee for Inventory and Inheritance Tax
Additional Death Certificates for Marie I. Traczyk
and Edward Traczyk
$8,157.90
19,115.00
17,000.00
345.00
125.00
95.27
25.00
35.00
TOTAL (Also enter on line 9, Recapitulation) $ 4 4,8 9 8.1 7
(If more space is needed, insert additional sheets of same size.)
~REV-15~2 EXt (1-93) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Please Print or Type
ESTATE OF FILE NUMBER
Marie I. Traczyk
ITEM
NUMBER
2.
3.
4.
5.
e
Be
e
10.
11.
DESCRIPTION
Cumberland Crossings Retirement Community --Bill
UGI - Gas Bill at residence
Met-Ed - Electric bill at residence
Sprint - Telephone bill at residence
William Jeffries - Reimbursement for long distance
calls to relatives
Comcast - Cable
Diversified Appraisal Service for appraisal of
residence
Roy Gottshall, Auctioneer for appraisal of personal
property.
James Line Jewelers, appraisal of jewelry
Belvedere Medical Center - Medical
Drs. Bronstein & Jeffries - Medical
AMOUNT
TOTAL (Also enter on line 10, Recapitulation) $ 7 3 5.0 3
(If more space is needed, insert additional sheets of same size.)
52.50
14.82
34.01
42.18
25.16
2.70
250.00
45.00
225.00
5.10
38.56
REV-l$13 EX+ (2-87)
COMMONWEALTH OF PI~NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Mar±e T.
ITEM AMOUNT OR
NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE
A. Taxable Bequests:
1. Joanne Rice Friend $67,907.27
1318 North Pitt Street
Carlisle, PA 17013
ITEM
NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR
SHARE OF ESTATE
1.
e
B. Charitable and Governmental Bequests:
St. Patrick C~tholic Church
140 E. Pomfret Street
Carlisle, PA 17013
The Amelia S. Givin Free Library
114 North Baltimore Avenue
Mt. Holly Springs, PA 17065
211,994 56
211 , 994.57
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ 4 91 r 8 9 6.4 0
(If more space is needed, insert additional sheets of same size)
MARIE I. TRACZYK
I, MARIE I. TRACZYK, a resident of 28 N. Baltimore Avenue, Mt. Holly
Springs, Cumberland County, Pennsylvania being of sound mind, memory and
understanding, do hereby make, publish and declare this to be my Last Will and
Testament, hereby revoking all Wills and Codicils heretofore made by me.
ITEM 1.' I direct that all my just debts, the expenses of my last illness and
funeral expenses 'be paid as soon after my decease as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary estate all estate,
inheritance and like taxes together with any interest or penalty thereon imposed by the
government of the United States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all property required to be
included in my gross estate for estate, inheritance or like tax purposes by any of such
governments, whether the property passes under this Will or otherwise, excluding,
however, any property over which I have a taxable power of appointment, provided,
however, that no residuary beneficiary shall by reason of this provision be denied the
benefit of any deduction, credit, favorable rate of tax or other benefit which by law
enures to such beneficiary.
ITEM 3: I bequeath unto my friend, JOANNE RICE, if she shall survive me, my
white gold 2.5 carat diamond ring, if owned by me at the time of my death.
MARIE I. TRACZYI<
01~
MARIE I. TRACZ~
ITEM 4: I give, devise and bequeath all of thc rest, residue and remainder of my
estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate
at the time of my death, in equal shares, unto:
a. ST. PATRICK CATHOLIC CHURCH, of 140 E. Pomfrct Street,
Carlisle, Cumberland County, Pennsylvania; and
b. THE AMELIA S. GIVIN FREE LIBRARY, ofll4 N. Baltimore Ave.,
Mt. Holly Springs, Cumberland County, Pennsylvania.
.ITEM 5~ I hereby nominate, constitute and appoint my friend, $OANNE RICE,
Executrix of this my Last Will and Testament, with full power to do any and all things
necessary for the complete administration of my estate, and direct that no bond or other
surety is required of her in this or any other jurisdiction for her performance of this
office.
If and in the event that my friend, $OANNE RICE, does not survive me and is not
living sixty (60) days at~er the date of my death, or does not complete her duties as ~
Executrix, then and in such event, I hereby nominate, constitute and appoint M & T
BANK, of Carlisle, Pennsylvania, Executor &this my Last Will and Testament, with full
power to do any and all things necessary for the complete administration of my estate,
and direct that no bond or other surety is required of it in this or any other jurisdiction for
it's performance of this office.
MARIE I. TRACZYK ~' --
MARIE I. TRACZYK
ITEM 6; If any provision of this Will or of any Codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof
shall continue to be fully operative and effective, so far as is possible and reasonable.
IN WITNESS WHEREOF, I, MARIE I. TRACZYK, the Testatrix, have to this
my Last Will and Testament, typewritten on three (3) consecutively numbered pages,
subscribed my name and affixed my seal this. 73 ~ dday of October, 2000.
Signed, sealed, published and declared by the above named MARIE I. TRACZYK, as
and for her Last Will and Testament, in the presence of us, who have hereunto subscribed
our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of
each other.
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION:
8 Eastwick Lane
Carlisle, Pennsylvania
TAX PARCEL NUMBER:
40-24-0748-002-U16
IMPRO~S:
PROPERTY RIGHTS:.
OWNERSHIP HISTORY:
SCOPE OF THE ASSIGNMENT:
One-story ~ndomimum unit.
Fee simple interest.
The subject property is owned by 'Marie I. Traczylc The
property was purchased on May 2, 2002 fOr a reported
consideration of $85,000 and ownership transferred on
Deed Book251, Page 2896. The property was previously
purchased on December 20, 1993 fOr. $76,900 ,with title
transferring.on.deed reference 36-S~76.
The scope of the assignment, included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value,, and the
application of those relevant to the valuation of the
subject.
OBJECTIVE:
To estimate the market value of the subject property as
unencumbered. -
EFFECTIVE DATE:
August 11, 2003.
HIGHEST AND BEST USE:
COST. APPROACH:
Continued use as a single-family residence.
N.A.
SALES APPROACH:
- iN OME- APPROACH:
FINAL VALUE CONCLUSION:
$89,000
N.A.
$89,000
200 S. ,~ring (rat'den Si .... uae 13
(Jarlixle PA 17013
?hone (717) 249-4888
APPRAISAL
September 15, 2003
To Whom It May Concern:
This is to certify several pieces of jewelry property of the late Marie I. Traczyk,
has current cash value, as itemized below of ...................... $3490.55
One round Brilliant cut diamond measuring 6.5 mm. weighing approximately 1.00 carat, having a GIA
color grade of H and clarity grade of I-l,set in platinum with a tapered baguette on each side, weighing
approximately. 10 carats each .................................................................................................... $ 2750.00
One cubic zirconia measuring 5.5 mm round, set in a 14 karat white gold setting ........................ $15.00
One Elgin lever set, railroad type pocket watch, being 10 karat yellow gold filled, in disrepair ........ $50.00
Men's carved Hematite 10 karat gold ring, ..................................................................................... $35.00
Two pairs of ladies hoop earrings, weighing 2 dwt. each, .............................................................. $30.60
one pair lever back 14 karat yellow gold earrings, weighing 3 dwt ............................................... $22.95
Four pairs assorted ladies 14 karat yellow gold earrings, having a combined weight of 4.5 dwt ....... $34.45
one pair diamond & sapphire earrings. Sapphire being dark blue, measuring 6 mm X 4 mm.
each earring also having two single cut diamonds, set in 14 karat yellow g61c[ .............................. $75.00
One 20 inch 14 karat yellow gold herringbone neckchain, measuring 4 mm wide,
weighing 7.3 dwt ............................................................................................................................ $55.00
one 20 inch 14 karat yellow gold herringbone neckchain, measuring 3 mm wide,
weighing 3 dwt ................................................................................................................................ $23.00
One 18 inch 14 karat yellow gold damaged herringbone neckchain, measuring
2 mm wide, weighing 2 dwt ............................................................................................................ $7.65
One 18 inch 14 karat yellow gold herringbone with design, measuring 4 mm,
weighing 2.5 dwt ........................................................................... i ................................................. $19.15
One 20 inch rope style neckchain, measuring 2.25 mm in width, weighing 10.75 dwt ..................... $82.25
/One 18 inch hollow rope neckcbain, measuring 4mm width, weighing 4 dwt .................................. $30.60
One 6 inch 14 karat yellow gold herringbone bracelet, measuring 2.5 mm in width,
weighing 2 dwt ............................................................................................................................... $15.30
One 6 inch 14 karat yellow gold herringbone bracelet, measuring 5 mm in width,
weighing 4.25 dwt .......................................................................................................................... $36.35
One 6 inch "S" link style 14 karat yellow gold bracelet, weighing 5 dwt ......................................... $38.25
one pair earrings, each contain 8 X 6 Floating Opal, set in 14 karat yellow gold .......................... $30.00
One ruby and diamond pendant containing 8 marquise cut rubies, and one single cut diamond,
set in 14 karat yellow gold, ............................................................................................................. $55.00
One 14 karat gold yellow gold pendant containing an 1898 Five Dollar gold piece ......................... $85.00
Total $3,490.55
JAMES LINE JEWELERS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRtSBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-11 62 EX(11-96)
CD 003212
DELUCA ANTHONY L ESQ
113 FRONT ST
BOILING SPRINGS, PA 17007
........ fold
ESTATE INFORMATION: SSN: 191-18-2758
FILE NUMBER: 2103-0695
DECEDENT NAME: TRACZYK MARIE I
DATE OF PAYMENT: 11/07/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/11/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $9,676.82
REMARKS:
TOTAL AMOUNT PAID:
JOANNE RICE EXECUTRIX
C/O ANTHONY DELUCA ESQUIRE
~;9,676.82
SEAL
INITIALS:
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Mari o_ T_
Date of Death: Auqust 11 , 2003
Will No. 2 0 0 3- 0 0 6 9 5 Admin. No.
To the Register:
I certify that notice of (beneficial interest) 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 September 2 2, 2 0 0 3:
Name Address
St. Patrick C'atholi~ Church_ 14.0 R: Pomfret St_,Carlislo~: PA 1701
The Amelia S. Givin Free Library; 114 N_ Ra]~.imoro Avo.. Mt_ ~n]lv
Springs, PA 17065
Joanne Rico: 'lq'l,O, N. Pitt St_~ Car!ise, PA 17013
Notice has now been giyen to all persons entitled thereto under Rule 5.6(a)]~I~ ¥~
Date: ~__ __
Signature
Name Anthony L., DeLuca, Esquire
Address 113 Front St., P.O. Box 358
Boiling Springs, PA 17007
Telephone (71 3 2 5 8- 6 8 4 4
Capacity: __
Personal Representative
X Counsel for personal representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DI¥ZSZON
DEPT. 180601
HARRISBURG, PA 17118-0601
COMHON#EALTH OF PENNSYLVANIA
BEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-IS~7 EX AFP C$1-n5)
ANTHONY L DELUCA
115 FRONT ST
PO BOX 358
BOILING SPGS
PA 17007
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-19-100q
TRACZYK
08-11-2003
21 03-0695
CUMBERLAND
101
Amount RemJ. tted
MARIE I
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRACZYK MARIE I FILE NO. 21 03-0695 ACN 101 DATE 01-19-200q
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
~. Stocks and Bonds (Schedule B) (~)
3. Closely Held Stock/Partnership Interest (Schedule C} (3)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($)
6. Jo/n~ly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
12. Nat Value of Tax Return
89z000 O0
31qz071 72
O0
O0
69z301 6q
O0
65z 156 2q
(8)
q~,898.17
NOTE: To insure proper
credLt to your account,
subm/t the upper port/on
of this form w/th your
tax payment.
13.
NOTE:
537,529.60
DISCOUNT (+)
INTEREST/PEN PAID (-)
509
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1.;) .00 X O0 : .00
(16) .00 X Off5= .00
(17). . O0 x 12 = . O0
(18) 67,907.51 x 15 = 10,186.13
(19)= 10,186.13
AMOUNT PAID
9,676.82
BALANCE OF TAX DUE 0
INTEREST AND PEN. .0
TOTAL DUE .0
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REgUZRED.
ZF TOTAL DUE IS REFLECTED AS A 'CREDIT- (CR), YOU MAY BE DUE
A REFU"". SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.).~',,,-~
ASSESSMENT OF TAX:
1.6. Amount of L/ne lq at Spousal rate
16. Amount of Line lq taxable at L/neel/Class A rate
17. Amount of Line lq at Sibling rate
18. Amount of L/ne lq taxable et Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT I RECEZP1
BATE NUMBER
11-07-2003 CD003212
Char/tabLe/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) q23,989.13
Net Value of Estate Subject to Tax (lq) 67,907.51
1~ an assessment ~as issued previously, 11nes 14, 15 and/or 16, 17, 18 and 19 ~ill
re~lect ~igures that lnclude the total of ALL returns assessed to date.
735.05
(11)
(la) q91,896.6q
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 91q0).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at the Office
of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Iq-hour
answering service for forms ordering: 1-BO0-36Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-qq7-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--eritten protest to the PA Department of Revenue, Board of Appealsj Dept. 281021, Harrisburg, PA 171Z6-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB0601, Harrisburg, PA 17128-0601
Phone (7173 787-650S. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the tote! of the tax and interest assessed, and not
paid before January 16, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and tn the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary free calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z003 are:
Interest Daily Interest Daily Interest Daily
Factor Year Rate Factor
Year Rate Factor Year Rate
1982 2OX .0005~6 1987 91 .0002q7 1999 7X .000192
1985 162 .000q38 1988-1991 Xl2 .000501 ZOO0 BX .000219
198q 112 .000501 1992 92 .O00Zq7 2001 91 .0002~7
1985 132 .000356 1995-199q 72 .O00lgZ ZOOZ 62 .00016~
1986 102 .00027~ 1995-1998 92 .O00Zq7 2003 52 .000157
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
RECEIPT AND RELEASE
WHEREAS, Manufacturers and Traders Trust Company, Successor to Allfirst Trust
Company of Pennsylvania, N.A., formerly known as Allfirst Bank, form0~,. ~ow~_, as FM~ank,
Successor by merger to Dauphin Deposit Bank and Trust Company, is ~ ~uly a~ointe~3~ustee
· . -~ ~,, ~.~
under Agreement with Lucille M. Vogelson Holhnger of Danphm County,~¢nnsylv_a~nia; ~ ~
WHEREAS, Lucille M. Vogelson Hollinger died May 23, 201~4i Elva~. ~ and
Stephanie Krohn Swoyer have been appointed Executrixes of her Estate; ,
WHEREAS, in accordance with the Second Paragraph of the Tru~ ':6greei:~e~ nt, upon' the
death of the Settlor, the Trustee shall pay the then remaining Principal and lncome to her Executor;
and
WHEREAS, in order to save the expense and delay incident to filing said account in the
Orphans' Court Division of the Court of Common Pleas of Dauphin County and having the same
confirmed, the said Elva L. Krohn and Stephanie Krohn Swoyer have requested the Trustee to make
settlement with the Estate at once.
AND THEREFORE KNOW ALL MEN BY THESE PRESENTS that We, the said Elva L.
Krohn and Stephanie Krohn Swoyer have this day had and received of and from Manufacturers and
Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, N.A., formerly
Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and
Trust Company, Trustee as aforesaid, the stun of One Hundred Eighty Nine Thousand, Forty Nine
Dollars and Eighty Three Cents ($189,049.83) in cash and in full settlement and satisfaction of all
such sum or sums of money as are due me by reason of said Trusteeship, and THEREFORE WE
DO BY THESE PRESENTS remise, release, quit-claim and forever discharge the said
Manufacturers and Traders Trust Company, Successor toAllfirst Trust Company of Pennsylvania,
N.A., formerly Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin
Deposit Bank and Trust Company, its successors and assigns, and of and from all actions, suits,
payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or of and
from all other acts, matters, and things whatsoever including gross negligence, to the day of the date
hereof.
WITNESS WHEREOF, We have hereunto set our hands and seals this /V day of
,2004.// [
SS: // , ~ .,
~'~ ~'~ ~ - tO2.~~ Stel~hanie Kro3m Swoyer/-
ACKNOVqLEDGEMENT - INDIVIDUAL
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF ~,~/V/,~J )
On this, the / q/~-- day of ~ ,2004, before me, a Notary Public in and
for said State and County, personally appeared Elva L. Krohn, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the foregoing Receipt and Release and
acknowledged that she executed the same for the purposes therein contained and desires that the
same be recorded as such.
WITNESS my hand and Notarial Seal.
/?(q, ft~y Pub. lic.
,~y Commission Expires:
COMMONWEALTH OF PENNSYLVANL~
l Notarial Seal ]
Yvunne R. Durham, Notary Public
City of Harrisb _re.g, Daunhin County
My Commission Exp res Aug. 20, 2005
Member, Pennsylvania Association of Notaries
ACKNOWLEDGEMENT - INDIVIDUAL
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF '~,,,97-'~/~,,d/,t/' )
On this, the /~/~day of //~ ,2004, before me, a Notary Public in and
for said State and County, personally appeared Stephanie Krohn Swoyer, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the foregoing Receipt and
Release and acknowledged that she executed the same for the purposes therein contained and
desires that the same be recorded as such.
WITNESS my hand and Notarial Seal.
y Public
ommission Expires
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
I
Yvorme R. Durham, Nota~, Public
Ci~/of Harfisb _ur~ Dauphin County
My t.ommis$ion Expires Aug. 20, 2005
3
RECEIPT AND RELEASE
WHEREAS, Manufacturers and Traders Trust Company, Successor to Allfirst Trust
Company of Pennsylvania, N.A., formerly known as Allfirst Bank, form~'t~. ~ow~ as FMx~ank,
Successor by merger to Dauphin Deposit Bank and Trust Company is t~ ~ly a~pointe~ ~'[~ustee
under Agreement with Lucille M. Vogelson Hollinger of Dauphin County,~syl ~nia;
WHEREAS, Lucille M. Vogelson Hollinger died May 23, 20(J4} Elva~. Kr~and
Ste anie Krohn Swoyer have been appointed Executrixes of her Estate; :, ~ ~.~
WHEREAS, in accordance with the Second Paragraph of the Tru~ ~greeil~e_. nt upo~ the
death of the Settlor, the Trustee shall pay the then remaining Principal and Income to her Executor;
and
WHEREAS, in order to save the expense and delay incident to filing said account in the
Orphans' Court Division of the Court of Common Pleas of Dauphin County and having the same
confirmed, the said Elva L. Krohn and Stephanie Krohn Swoyer have requested the Trustee to make
settlement with the Estate at once.
AND THEREFORE KNOW ALL MEN BY THESE PRESENTS that We, the said Elva L.
Krohn and Stephanie Krohn Swoyer have this day had and received of and from Manufacturers and
Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, N.A., formerly
Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin Deposit Bank and
Trust Company, Trustee as aforesaid, the sum of One Hundred Eighty Nine Thousand, Forty Nine
Dollars and Eighty Three Cents ($189,049.83) in cash and in full settlement and satisfaction of all
such sum or sums of money as are due me by reason of said Trusteeship, and THEREFORE WE
DO BY THESE PRESENTS remise, release, quit-claim and forever discharge the said
Manufacturers and Traders Trust Company, Successor toAllfirst Trust Company of Pennsylvania,
N.A., formerly Allfirst Bank, formerly known as FMB Bank, Successor by merger to Dauphin
Deposit Bank and Trust Company, its successors and assigns, and of and from all actions, suits,
payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or of and
from all other acts, matters, and things whatsoever including gross negligence, to the day of the date
hereof.
,. "IN WITNESS WHEREOF, We have hereunto set our hands and seals this /V day of
4 ,17 ,2004.
WITI~ESS: /
~ ~ f~ o~, };i~-"~-~.~__ (SEAL)
~ _~ ~ / "/ '"OZ:gld 06 lily [,0. ElvaL. Krohn
~ ~ - ~~ Steplaanie Kro'hn Swoyer /
ACKNOWLEDGEMENT - INDIVIDUAL
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF ~,,''a/V/'c/ )
On this, the / 9/~ day of ~ ,2004, before me, a Notary Public in and
for said State and County, personally appeared Elva L. Krohn, known to me (or satisfactorily
proven) to be the person whose name is subscribed to the foregoing Receipt and Release and
acknowledged that she executed the same for the purposes therein contained and desires that the
same be recorded as such.
WITNESS my hand and Notarial Seal.
~lq tary Pub. lie. .
~Yo~sCion Expires:
COMMONWEALI~-I OF PENNSYLVANIA
Notarial Seal
Yvonne R. Durham, Notary Public
Ci~' of Han'isburg, Dauphin County
My ~ommission Expires Aug. 20, 2005
Member, Pennsylvania Association of Notaries
2
ACKNOWLEDGEMENT - INDIVIDUAL
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF ~/~--~/~////J )
the /~,-~day of ~ ,2004, before me, a Notary Public in and
On
this,
for said State and County, personally appeared Stephanie Krohn Swoyer, known to me (or
satisfactorily proven) to be the person whose name is subscribed to the foregoing Receipt and
Release and acknowledged that she executed the same for the purposes therein contained and
desires that the same be recorded as such.
WITNESS my hand and Notarial Seal.
Yo Public
mmission Expires:
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal [
Yvonne R. Durham, Nota~ Public
Cit~ of Hardsburg, Dauphin CounBt
My Commission Expires Aug. 20, 2005
Member, Pennsylvania Associatio~l of Notaries
3
REVOCABLE LIVING TRUST
by and between
LUCILLE M. VOGELSON
Settlor
and
DAUPHIN DEPOSIT BANK AND TRUST COMPANY
TRUSTEE
Dauphin Deposit Bank
and Trust Company
Member FDIC.
I, Lucille M. Vogel~on (Settlor) of Camp Hill[' Pennsylvania
· hereby transfer to Dauphin Deposit Bank and Trust Company (hereinafter
called the Trustee), a Pennsylvania bank and trust company, the property described in the
attached Schedule, to be held in Trust as follows:
FIRST: Dispositive Provisions For My Benefit-During my lifetime:
A. All of the net income shall be paid to me at least quarterly or shall be paid or accumu-
lated and added to principal, as I may direct in writing;
B. As much of the principal as I may from time to time request in writing shall be paid to
me, or as I may otherwise direct;
C. If, in the Trustee's opinion, I am at any time unable to act or apply the payments to my
own best interest and advantage, the Trustee may apply directly for my benefit as much of
the income and/or principal as the Trustee may, from time to time, deem appropriate for
my welfare, comfort, support or emergency needs and may add to principal as much of
the income as the Trustee deems advisable.
D. Trustee shall keep true and correct books of account, which books of account shall at
all reasonable time be open to the inspection of Settlor or his duly appointed representa-
rive. Trustee shall also quarterly render Settlor a detailed statement showing all receipts
and disbursements on account of the trust estate and the manner and form in which the
trust estate is invested at the time of the rendition of such statement.
SECOND: Dispositive Provisions After My Death-Upon my death while the trust continues,
the Trustee shall pay the then-remaining principal and income to my Executor or Administra-
tor for disposition as part of my estate.
THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, in whole
or in part, at any time and from time to time by an instrument in writing, delivered to the Trustee
and intended to take effect during my lifetime; except that the duties, powers and liabilities of
the Trustee shall not be changed without its written consent. The Trustee reserves the right, at
any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the
trust estate to me, after deducting therefrom its fees and any expenses then due and payable.
FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or any other entity
may add property, real and personal, to the principal of this trust.
FIFTH: Trustee's Powers: In addition to the powers granted by law, my Trustee shall have the
following discretionary powers, applicable to principal and income, which shall be exercis-
able without leave of court and shall continue until distribution is actually made:
A. To accept and retain any or all property, including stock or other securities of the
Trustee or of a holding company controlling the Trustee;
B. To invest in all forms of property (including, but not by way of limitation, real estate,
all types of stocks, bonds, options, and participations in common trust funds and money
market funds); without being confined to investments prescribed by statute and without
being required to diversify;
C. To buy investments at a premium or discount;
D. To hold property unregistered or in the name of a nominee;
E. To give proxies, both ministerial and discretionary:
F. TO compromise claims;
G. To join in any merger, consolidation, reorganization, voting trust plan, or other con-
certed action of security holders, and to delegate discretionary duties with respect
thereto;
H. To borrow from Dauphin Deposit Bank and Trust Company or from others, and to
pledge real or personal property as security therefor; to loan cash or securities upon
such terms and conditions as trustees deem appropriate;
I. To sell at public or private sale for cash or credit or partly for each, to exchange, to im-
prove, or to lease for any period of time, any real or personal property; and to give options
for sales, exchanges, or leases;
J. To allocate any property received or charge incurred to principal or income or partly to
each, without being obliged to apply the usual rules of trust accounting;
K. To distribute in cash or in kind or partly in each;
L. To retain any part or all of my business interests held in this Trust as long as the
Trustee considers it advisable to do so; and to conduct, alone or with others, any such
business in which I am engaged, with all the powers of an owner or with respect thereto,
including the power to delegate discretionary duties to others and to pay adequate com-
pensation to any such person; to invest other property in such business, and to incor-
porate it or change its form.
SIXTH: Compensation: The trustee shall be compensated in accordance with its standard
schedule of charges in effect from time to time during the period of its services, and this com-
pensation shall be paid from principal or income or partly from each in the sole discretion of
the Trustee.
SEVENTH: Non-Assignment: No part of the income or principal of the property held under this
Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or
trustee or receiver in bankruptcy prior to actual receipt thereof. The Trustee shall pay over the
net income and the principal to the persons herein designated, as their interests may appear,
without regard to any attempted anticipation (except as specifically provided in this agree-
ment), pledging or assignment under the Trust, and without regard to any claim thereto or
attempted levy, attachment, seizure or other process against me.
EIGHTH: Law Governing Trust: This trust is created and accepted in the Commonwealth
of Pennsylvania and shall in all respects be governed by its laws and shall have its situs at
Cumberland County, Pennsylvania.
Executed on ,.~]oy '2' , 19 85.
NOTE:
Before executing this document you may
want to consult with your Attorney to as-
sure that your wishes are being set forth
accurately and in proper legal form.
WITNESS:
~ettlor Lucille M gelson
The foregoing trust is hereby accepted.
Executed on /~V /'/' 19f,5'-.
COMMONWEALTH Of PENNSYLVANIA
COUNTY OF
Dauphin D~eposit Bank and Trust Company
By ~'-~ ~'
(Title)
Assistant Vic~ President and Trust
On this, the day of ,198 , before me, a
notary public in and for the said Commonwealth and County, personally appeared
, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the foregoing Revocable Living Trust and acknowledged that he/she
executed the same for the purposes therein contained.
WITNESS my hand and notarial seal.
Notary Public
My Commission Expires:
(SEAL)
SCHEDULE OF PROPERTY
Referred to in the annexed Deed of Trust dated
from LUCILLE M. VOGELSON
Company, Trustee
$50,000.00 Cash
,,'?2d~, /'/ , 198 5,
to Dauphin Deposit Bank and Trust
RLT-1 500-6/83
Investment Group
M&T Bank, 213 Market Street, Harrisburg, PA 17101-2127
717 255 2059
July 19, 2004
Register of Wills
Cumberland County Court House
1 Court House Square
Carlisle, PA 17013-3387
RE: Lucille M. Vogelson T/A
Lucille M. Vogelson Receipt & Release
coo
Dear Sir or Madam:
Enclosed please find a receipt and release, along with a trust agreement to be filed at the
Register of Wills office. The cost that was quoted to me was $22.00 you will find a check
in that amount attached.
I have enclosed also a copy to have time stamped and returned in the self-addressed
stamped envelope.
Thank you for your cooperation; if I can be of further assistance, I can be reached at
(717) 231-6031.
Very truly yours,
Sharon L. Bradnick
Trust Associate II
SLB :sb
Enclosures
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, FA 17013
Phone: (717) 240-6345
Date: 7/13/2005
RICE JOANNE
1318 N PITT STREET
CARLISLE, PA 17013
RE: Estate of TRACZYK MARIE I
File Number: 2003-00695
Dear Sir/Madam:
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 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:
8/11/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Mar; E:' T 'T'r;:,!r''7.yk
DmeofDemh: August 11, 2003
~\e.
WrttNo.: 2003-00695
Mmih. 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 Ji1 No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration Virill be complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 1XJ
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 [Xl No 0
c. Copies of receipts, releases, join.clers 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:~r ~ ~ daJ1:~~~
SIgnature ~
,.........
t.." ...
Anthony L. DeLuca, Esquire
Name
113 Front street
P.O. Box 358
Boiling Springs, PA 17007
Address
(.)
.., --
r
"-
Cd
717-258-6844
Telephone No.
"
~o. _
c.
t.
Capacity: n Personal Remesentative
RU Counsel for personal representative
c,c;f