HomeMy WebLinkAbout03-0252
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Frances M. Kline No. 21-03-252
also known as
, Deceased Social Security No. 182 - 01-4264
Robert C. Said is
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW)
[R] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or named in the last Will of
the Decedent, dated 06/09/1999 and codicil(s) dated None
n/a
State relevant circumstances. e.g., renunciation. death of executor, etc.
Except as follows. Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
n/a
o B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I Name Relationship Residence I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land County, Pennsylvania with his/her last family
or principal residence at 1 Longsdorf Way, South Middleton Township, Carlisle, PA 17013
(list street. number. and municipality)
Decedent, then R-years of age. died 03/05/2003 at Carlisle Regional Medical Center, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property $ 370,000.00
(If not domiciled in PAl Personal property in Pennsylvania $
(If not domiciled in PAl Personal property in County $
Value of real estate in Pennsylvania $
situated as follows: none
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a riate form to the undersi ned:
ure
Robert C. Saidis
26 West Hi h Street, Carlisle, PA 17013
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems. Inc. Form RW-1 (1991)
/'?- /e;2 9- /0
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber land
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 that, as personal representative(s) of
<h, D~,d,nt P""'on,,(,1 wnl w,II ,,'" ,,". .dmlnl"" Ih, ~. _
Sworn to or affirmed and subscribed ~
rt C. Saidis
before me this -2..l.s..tday of
,~.:J
No. 21-03-252
Estate of Frances M. Kline Deceased
Social Security No: 182 - 01-4264 Date of Death: 03/05/2003
AND NOW, MARCH 24 2003 ,in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters []] Testamentary 0 Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Robert C. Saidis
in the above estate and that the instrument(s) dated 06/09/1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
L'''~. . . . $ 305.00 ~R2<J'>7J Gfh /.=,-~:y,h~
8egister OfWiII~~ ~....~
Short Certificate(s). $ 30.00 /
Renunciation. $ Attorney: Robert C. Saidis
Affidavits () $ 1.0. No: 21458
Saidis, Shuff, Flower & Lindsay
Extra Pages ( ). . .. $ 27.00 Address: 2109 Market Street
Codicil. $ Camp Hill, PA 17011
JCPFee. $ 10.00 Telephone 717/737-3405
In"nto~ $ ~ ~
Other $
TOTAL. $ 372.00
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems.lnc. Form RW-1 (1991)
H10'l.RO'i REV <)1F;(1
This is to certifY that the information here given is correctly copied from an original certificate of death duly tiled with me as
Local Registrar. The original certificate will be. forwarded to the State Vital Records Office for permanent tiling,
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 li..... ~:~~;,~~
p 9190210 MAR 8 2003
No, Date
.,'
H105.143Rev.2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
liNT
.EHT NAME OF DECEDENT (First MidcIt.. lUll
iNJ( "
AGE (last Birthdey) UNDER 1 YEAR BlATHPlACE (Clfy af\d
Montht r o.y. $!aile Ot FOtfllOn COUMy)
92 v", . ::"'0
s.
. COUNTYOFOEATH
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DEceDENT'S USUAl OCCUPA11ON SUR\IIYlNQ SPOUSE
(~wortl~~~~:2,~ (tf ..... giW ",,1CW1 ,.,.,..
. l1L C.f.elt Stolte l1b. Phaltma ",
DECEDENT'S MAlUNG ADORess (SIr". CitylTown. St... Zip Code) PpVlVI-!.yl\lnVlin 17C.[) ....dIcIdlIntllYedirl ~/HIt-'" l1irfrfPo:fflVl
1 Long.6dolt6 Way 11'.Sta'e Old ......
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CaltR..<.-6.f.e, PA 17013 Cumbelt.f.and ......
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FATHER'S NAME (F"QI, MidCIe. L.asll MOTHER'S NAME (f"1l'1l. MidclIe. Maiden SutNn'Mt)
II, John R. M.i.Uelt II, UU.i.e Fu.f.melt
INFORMANT'S NAME (T yplWPrinQ INFORMANT'S MAlUNQ AOOAESS tSIrMt. QyITown. S&IIe. ZIp Code)
Bltad.f.ey C. Knepp 2OIl,202 W. But.e.elt St. Mt. HoU It.i.n -6,PA 17065
METHOD OF CMSPOStTK>N PlAce OF DISPOSITION. Name of Cemetery. Crematory lOC.crtON . CitylTown, StaI.. Zip Code
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O""'lSoec"Y' Ea-6t Haltlt.i.-6bultg Cemetelty
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21. PART I: Enter the diM..... in;UOH or compt;catiOnl which caUMd 1M cr.ath. 00 nol.nt.r 1M FI'IOde af dying. IIUC1l .. cardiac or rMpiralory arrest. .hoc:I[ Of Ma" failure.
lilli: onty ON CIUM on eaCh line.
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DUE TO (OA AS A CONSEQUENCE OF): I
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DUe TO (OR AS A CONSEOUENCE OF): i
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WERE AlJTOPSV FINDiNGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY Ia WORK? OESCRI8E HOW INJURY OCCURRED,
A\ltJl..ABLE PRIOR TO ~ (Monltl. Day. _.r)
COMPlETlON OF CAUSE 0
OF DEATH? N...... Homicide ....0 NoD
- Pending InveSllgatlon 0
....0 No~ 0 o PlACE OF INJURY. AI heme, t.rm. street. f.ctory. omc. ..,
"""'!do Could not be determined
building, etc. ~
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CUTIAEAlCh-=k cnty 0Mt
-CERTIFYING PHYSlC1AN IPhy5lClflll Cer11fying cauae aA de8th when anccher phySician has pronounced death al'lCl ccmpleted nMl 23) ~
lb.....beetofmyknowllldge.deethoccurreddulllOdwtuus.<.).ndmenMr.. -'-Iltd........................................,......,.....
-~NCING AJ.fD CERTIFYINQ PHYSICIAN IPh~n both pronouncing death and ceftifylng toceuse at death) 0 'UJo"3
To tN ~ of My knowtlldge, de.'" accurNCIat the 1,,"-. date. and pllIee. .nd due 10 the ceUU(.).nd m.nner.. ".Ied.. . . .. . . . . . . . . . , .. . . . . . . . .
-UEDICAL EXAMINER/CORONER
On the baala of examination and/or In".a'lgallon,l" my opinion. death occurred ., the 11m.. da,., and plac.. and due to the cause(.) .nd 0 .
31..,"a"n.,.a sta'ed.. . . . . . . , . . . , . . , . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , 32,
REGISTRAR'S SIGN"'URE AND N~ ~ II;).J 1101 OATE F1U::D (Month. 0.'11. _n
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LAST WILL AND TESTAMENT
OF
FRANCES M. KLINE
I, Frances M. Kline, of the Borough of Mt. Holly Springs,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby
~ revoking all other Wills and Codicils heretofore made by me.
~ FIRST
K
" I direct the payment of debts and of last
~ my expenses my
illness and funeral from my estate as soon after my death as
conveniently may be done. It is my desire that I be interred in
~\ East Harrisburg Cemetery plot and I authorize personal
my my
representative to expend funds from my estate in such amount as
my personal representative shall consider necessary and
desirable for the purchase, erection and inscription of a
SAIDIS, suitable marker for my grave.
SHUFF &
MASLAND SECOND
ATTORNEYS.AT.LAW
26 W, High Street I give, devise and bequeath my collection of medallions,
Carlisle, P A
plates and similar items cast by the Franklin Mint as follows:
!I
"
I
I
-
.
(a) The collection of medallions depicting the history of
Pharmacy sponsored by the Medical Heritage Society of
Chicago, to Richard Gobin and Ann Gobin.
(b) My collection of medallions depicting birds, as
designed by Gilroy Roberts; my silver plates patterned
from Audubon prints of birds; my Christmas plates
designed by Norman Rockwell to June K. Rounsley,
provided however, if she has not survived me, then to
Mark L. Miller.
THIRD
~ ( a) I bequeath the sum of THIRTY TOUSAND ($30,000.00)
DOLLARS to the MASONIC HOME in Elizabethtown,
,
~ Pennsylvania.
J (b) I bequeath the sum of TWENTY-FIVE THOUSAND
($25,000.00) DOLLARS to the CINCINNATI UNIT OF THE
BURNS CENTER OF THE SHRINE OF NORTH AMERICA.
(c) I bequeath the sum of SIXTY THOUSAND ($60,000.00)
DOLLARS to the PHILADELPHIA COLLEGE OF PHARMACY AND
SCIENCE, Philadelphia, Pennsylvania to establish a
SAIDIS, scholarship in the memory of RALPH L. KLINE.
SHUFF &
MASLAND
ATTORNEYS.AT.LAW
26 W. High Street
Carlisle, P A
2
I
(d) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to the HARRIS STREET METHODIST CHURCH, Harris
and Susquehanna Streets, Harrisburg, Pennsylvania.
(e) I bequeath the sum of THIRTY THOUSAND ($30,000.00)
DOLLARS to MT. HOLLY UNITED METHODIST CHURCH, Mt.
Holly Springs, Pennsylvania.
(f) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to COMMUNITY GENERAL OSTEOPATHIC HOSPITAL,
Londonderry Road, Harrisburg, Pennsylvania.
J (g) I bequeath the sum of TEN THOUSAND ($10,000.00)
~ DOLLARS to the ZEMBO TEMPLE MOSQUE ENDOWMENT FUND.
,
~ (h) I bequeath the sum of TEN THOUSAND ($10,000.00)
~! DOLLARS to the HARRISBURG CONSISTORY HERITAGE
BUILDERS FUND OF THE HARRISBURG CONSISTORY, ANCIENT
ACCEPTED SCOTTISH RITE OF MASONRY.
(i) I bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to the CITIZENS FIRE COMPANY of Mt. Holly
Springs, Pennsylvania
(j ) I bequeath the sum of ONE THOUSAND ($1,000.00) DOLLARS
SAIDIS, to the SOCIETY FOR THE PREVENTION OF CRUELTY TO
SHUFF &
MASLAND ANIMALS, Mechanicsburg, Pennsylvania.
ATTORNEYS.AT.LAW
26 W. High Street
Carlisle. P A
3
I I
.
,
(k) I bequeath the sum of Five Hundred ($500.00) DOLLARS
to be divided equally between the active Cub Pack #170
and act i ve Troop #170 of the BOY SCOUTS OF AMERICA,
Mt. Holly Springs, Pennsylvania.
(1) I bequeath the sum of FIVE HUNDRED ($500.00) DOLLARS
to be divided equally among the active troops of THE
GIRL SCOUTS OF AMERICA, (Brownie Troop #501; Junior
Troop #508; Cadet Troop #504; and Senior Troop #509
all of Mt. Holly Springs, Pennsylvania) .
~ (m) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to the AMELIA S. GIVIN LIBRARY, Mt. Holly
)'
\. Springs, Pennsylvania.
~
J (n) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to the BETHESDA MISSION, Harrisburg,
Pennsylvania.
(0 ) I bequeath the sum of FIFTEEN THOUSAND $15,000.00)
DOLLARS to the SALVATION ARMY, Carlisle, Pennsylvania.
(p) I bequeath the sum of TWENTY-FIVE THOUSAND
($25,000.00) DOLLARS to the SHRINE CRIPPLED CHILDREN'S
SAIDIS, HOSPITAL, Philadelphia, Pennsylvania.
SHUFF &
MAS LAND
ATIORNEYS.AT.LAW
26 W, High Street
Carlisle, P A
4
I
,
FOURTH
I bequeath to each of the following persons the amount set
opposite his or her name provided such person survives me by
thirty (30) days:
(a) LOUISE S. MILLER, 3402 Wedgewood Drive, New Bern,
North Carolina 28560, TEN THOUSAND ($10,000.00)
DOLLARS.
/? J11 ,1-(, ~) :l!:T,R7\,D.JO~ e. rlILLEft, 16 Mclj,Jle Hullow~€~t.., Ba1tiTTJQre,
...Mu.L y 1 and ~.L 234, 'TEN-<'PHOOB1lrNB~'<(~...@r.o-OO-.<.G~~~.
.~ (c) (JOHN) DAVID KLINE, (birth 6/15/47) 5830 Memorial
Highway, Apt. 1120, Tampa, Florida 33615, TWO THOUSAND
~
~ ($2,000.00) DOLLARS.
,~J (d) KATHY (KLINE) BROOKS (MRS. ED. BROOKS) (birth
10/22/68) 92229 N. W. 66 Lane, Parkland, Florida
33067-2410, TWO THOUSAND ($2,000.00) DOLLARS.
(e) MONA MARIE (SNYDER) ROACH (MRS. DANA W. ROACH) (birth
8/16/37) 623 Camelia Court, Sanford, Florida 32773-
6213, TWO THOUSAND ($2,000.00) DOLLARS.
(f) CHARLES A. SNYDER, JR. , (Wife Grace) (birth 8/26/ ) ,
SAIDIS, 285 W. Main Street, Hummelstown, Pennsylvania 17036,
SHUFF &
MAS LAND TWO THOUSAND ($2,000.00) DOLLARS.
AlTORNEYS.AT.LAW
2.6 W, High Street
Carlisle, P A
5
,
(g) GENE L. SNYDER (Wife Louise) (birth 7/31/28), Box 215,
West Kingston, Rhode Island 02892, TWO THOUSAND
($2,000.00) DOLLARS
(h) RICHARD E. SNYDER (Wife Glenice) (birth 11/11/ ) , 422
Route 16, Dover-Foxcroft, Maine 04426, TWO THOUSAND
($2,000.00) DOLLARS.
(i) RICHARD E. MILLER (wife Janet) (birth 4/30/47), 1302
Basswood Grove, Ambler, Pennsylvania 19002, TWO
THOUSAND ($2,000.00) DOLLARS.
~ (j ) ROBERT F. MILLER (Jr. - but does not use Jr.) (birth
~ 4/22/45) , 3557 Fountain Way, Modesta, California
~
J 95350, TWO THOUSAND ($2,000.00) DOLLARS.
(k) MARK L. MILLER (Wife Debbie) (birth 7/11/55), 8179
Glen Burnie, Maryland 21061, TWO
Kramer Court,
THOUSAND ($2,000.00) DOLLARS.
FIFTH
(a) I give, devise and bequeath my mans railroad watch to
my nephew, MARK L. MILLER.
(b) I give, devise and bequeath my antique 50-stone
SAID IS, diamond brooch, 3 stone antique diamond ring and the
SHUFF &
MASLAND antique pocket watch and chain that descended from my
ATTORNEYS.AT.LAW
26 W, High Street Great Grandmother, Fannie Cone Fulmer, to my two
Carlisle, P A
6
I
cousins, MARY JANE GALLAGHER and FRANCES ELIZABETH
REYNOLDS to be divided as they shall agree.
SIXTH
I give, devise and bequeath all the rest, residue and
remainder of my estate, whether real, personal, or mixed, of
whatever nature and wheresoever situated in the following
percentages:
20% to MASONIC HOMES, Elizabethtown, Pennsylvania
~ 20% to CINCINNATI SHRINE BURNS HOSPITAL, Cincinnati, Ohio
t.::. 20% to SHRINE CRIPPLED CHILDREN'S HOSPITAL, Philadelphia,
~
Pennsylvania
20% to HARRIS STREET UM CHURCH, Harrisburg, Pennsylvania
~ 20% to MT. HOLLY SPRINGS UM CHURCH, Mt. Holly Springs,
Pennsylvania
SEVENTH
I direct that any and all inheritance, estate and transfer
taxes imposed upon my estate passing under this Will or
otherwise shall be paid out of the principal of my residuary
estate.
SAIDIS,
SHUFF &
MASLAND
ATTORNEYS.AT.LAW
26 W. High Street
Carlisle. P A
7
,
.
EIGHTH
In addition to the powers conferred by law, I authorize any
personal representative acting under this instrument, in his or
I
i
I her absolute discretion:
I
I
I (a) to retain in the form received, or to sell either at
I
I public sale or private sale any real or personal
I
I
I property;
I
!
I (b) to manage real estate;
I
i
I
J (c) to invest and reinvest in all forms of property
, I without being confined to legal investments and
i'
~ without regard to the principal or diversification;
(d) to exercise any option or rights arising from
ownership or investment.
NINTH
I hereby nominate, constitute and appoint ROBERT C. SAIDIS,
ESQUIRE, as Executor of my Last Will and Testament. I direct
that no personal representative appointed under this instrument,
or otherwise serving, shall be required to give bond for the
faithful performance of his or her duties in any jurisdiction.
SAID IS, IN WITNESS WHEREOF, I, FRANCES M. KLINE, have hereunto set
SHUFF &
MASLAND my hand and seal to this my Last Will and Testament, consisting
ATTORNEYS.AT.LAW
26 W. High Street of 10 typewritten pages, the first 8 of which bear my signature
Carlisle, P A
8
,
in the margin for identification, this 9 -;u day of
.:::J" tJt , 199~.
~ *J, 7~
Frances M. Kline
Signed, sealed, published and declared by the above-named
Frances M. Kline, Testatrix, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
of said Testatrix and of each other.
~-).
/ ~ ADDRESS L" ~ ",-{-'s. ~
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41:~dA~4~A--ADDRESS
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COMMONWEALTH OF PENNSYLVANIA :
: SSe
COUNTY OF CUMBERLAND :
We, Frances M. Kline, Robert Co Saidis and,
Danna Ho Lindenberger the Testatrix and witnesses,
SAIDIS, ' 1 h . d h f' h d
SHUFF & respectlve y w ose names are slgne to t e oregolng or attac e
MASLAND
ATTORNEYSoAT-LAW instrument, being first duly sworn, do hereby declare to the
26 w, High Street
Carlisle, P A
9
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. . . .
.
undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed
willingly and that she executed as her free and voluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix signed
the Will as witnesses and that to the best of their knowledge
the Testatrix was at the time eighteen (18 ) or more years of
age, of sound mind and under no constraint or undue influence.
il'~ '/JJ1 :1~
L~Kline
" Witness
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, w(tness
Subscribed, sworn to and acknowledged before me by Frances
M. Kline, the Testatrix, and subscribed to and sworn or affirmed
to before me by Robert Co Saidis and Danna H 0 Lindenberqer,
witnesses, this ~daY of
SAIDIS, .
SHUFF &
MASLAND
ATTORNEYSoAToLAW
26 W. Higb Street
Carlisle, P A
10
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REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Frances M. Kline
Date of Death: March 5, 2003
Will No. 21-03-0252 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 beneficiary of the above-
captioned estate on April 7, 2003.
Name Address
Richard and Ann Gobin 104 Ladnor Lane, Carlisle, PA 17013
June K. Rounsley 1109 Galway Ct., Hummelstown, P A 17036
Masonic Home One Masonic Dr., Elizabethtown, P A 17022
Cincinnati Unit of the Bums 3229 Burnet Ave., Cincinnati, OH 45229-3095
Center of Shrine ofNA
Philadelphia College of 600 S. 43rd, St., Philadelphia, PA 19104-4495
Pharmacy and Science
Harris Street United Methodist 250 Harris St., Harrisburg, PA 17102
Church
Mt. Holly United Methodist Church 1271 Long's Gap Road, Carlisle, P A 17013
Community General
Osteopathic Hospital 4300 Londonderry Rd., Harrisburg, P A
Zembo Temple Mosque - 3rd and Division Sts" Harrisburg, P A
Endowment Fund
Harrisburg Consistory,
S.P.R.S.32O 2701 N. 3rd St., P.O. Gox 2423, Harrisburg,
PA17105
Citizens Fire Company of 100 Chestnut St., Mt. Holly Springs, P A
Mt. Holly Springs 17065
Society for the Prevention of 710 Epply Rd., Mechanicsburg, PA 17055
Cruelty to Animals
Boy Scouts of America One Baden-Powell La., P.O. Box 389,
Mechanicsburg, P A 17055
Girl Scouts of America 350 Hale Ave., Harrisburg, PA 17104
Amelia S. Givin Library 114 N. Baltimore Ave., Mt. Holly Springs, P A
Bethesda Mission P.O. Box 3041, Harrisburg, PA 17105
Salvation Army 20 East Pomfret St., Carlisle, P A 17013
Shrine Crippled Childrens 3551 N, Broad St., Philadelphia, PA 19140
Hospital
Louise (Polly) S. Miller 3402 Wedgewood Dr., New Bern, NC 28562
David Kline 5830 Memorial Hwy., Apt. 1120, Tampa, FL 33615
Kathy Brooks 92229 N.W. 66 Lane, Parkland, FL 33067
Mona Marie Roach 623 Camilia Ct., Sanford, FL 32773-6213
Charles A. Snyder, Jr. 285 W. Main St., Hummelstown, P A 17036
Gene L. Snyder Box 215, West Kingston, RI 02892
Richard E. Snyder 510 Milo Rd., Dover-Foxcroft, ME 04426
Richard E. Miller 1302 Basswood Grove, Ambler, PA 19002
Mark Miller 3028 32nd Ave., West, Seattle, W A 98199
Mary Jane Gallagher 14 Whitpain Dr., Ambler, PA 19002
Frances Elizabeth Reynolds C/O Marsha Johnson, 933 Casey Key Rd.,
Mokomis, FL 34275
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date: /}P1 J. ~J ~oo ') RObLibre
2109 Market Street
Camp Hill, P A 17011
(717) 737-3405
Capacity: _ Personal Representative
--X- Counsel for Personal
Representative
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REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
REVISED
9G 8 :n
Name of Decedent: Frances M. Kline ::: . n:
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Date of Death: March 5, 2003 [: c:: ,..'..,
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Admin. No. N
Will No. 21-03-0252
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To the Register: W
I certify that notice of Estate Administration required by Rule 5.6ti) of the
Orphans' Court Rules was served on or mailed to the following beneficiary of the above-
captioned estate on May 29,2003.
Name Address
Richard and Ann Gobin 104 Ladnor Lane, Carlisle, PA 17013
June K. Rounsley 1109 Galway Ct., Hummelstown, P A 17036
Masonic Home One Masonic Dr., Elizabethtown, P A 17022
Cincinnati Unit of the Bums 3229 Burnet Ave., Cincinnati, OH 45229-3095
Center of Shrine ofNA
Philadelphia College of 600 S. 43rd, St., Philadelphia, PA 19104-4495
Pharmacy and Science
Harris Street United Methodist 250 Harris St., Harrisburg, P A 17102
Church
Mt. Holly United Methodist Church~Q~~m~f$lli~~~$.~;~~Mtij~~~~~$.iiiij~~~A~Ait@$.
Community General
Osteopathic Hospital 4300 Londonderry Rd., Harrisburg, P A
Zembo Temple Mosque - 3rd and Division Sts., Harrisburg, P A
Endowment Fund
Harrisburg Consistory,
S.P.R.S.32O 2701 N. 3rd St., P.O. Gox 2423, Harrisburg,
PA17105
Citizens Fire Company of 100 Chestnut St., Mt. Holly Springs, P A
Mt. Holly Springs 17065
Society for the Prevention of 710 Epply Rd., Mechanicsburg, PA 17055
Cruelty to Animals
Boy Scouts of America One Baden-Powell La., P.O. Box 389,
Mechanicsburg, P A 17055
Girl Scouts of America 350 Hale Ave., Harrisburg, PA 17104
Amelia S. Givin Library 114 N. Baltimore Ave., Mt. Holly Springs, PA
Bethesda Mission P.O. Box 3041, Harrisburg, PA 17105
Salvation Army 20 East Pomfret St., Carlisle, P A 17013
Shrine Crippled Childrens 3551 N. Broad St., Philadelphia, PA 19140
Hospital
~
Louise (Polly) S. Miller 3402 Wedgewood Dr., New Bern, NC 28562
David Kline 5830 Memorial Hwy., Apt. 1120, Tampa, FL 33615
Kathy Brooks 92229 N.W. 66 Lane, Parkland, FL 33067
Mona Marie Roach 623 Camilia Ct., Sanford, FL 32773-6213
Charles A. Snyder, Jr. 285 W. Main St., Hummelstown, P A 17036
Gene L. Snyder Box 215, West Kingston, RI 02892
Richard E. Snyder 510 Milo Rd., Dover-Foxcroft, ME 04426
Richard E. Miller 1302 Basswood Grove, Ambler, P A 19002
Mark Miller 3028 32nd Ave., West, Seattle, WA 98199
Mary Jane Gallagher 14 Whitpain Dr., Ambler, PA 19002
Frances Elizabeth Reynolds C/O Marsha Johnson, 933 Casey Key Rd.,
Mokomis, FL 34275
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date: 11/11 cJ 7. JwJ 52'k.r~f1,,( ~/ ~
Robert C. aldis, Esquire
2109 Market Street
Camp Hill, P A 17011
(717) 737-3405
Capacity: _ Personal Representative
~ Counsel for Personal
Representative
LAW OFFICES
SAlOIS, SHUFF, FLOWER & LINOSA Y
A PROFESSIONAL CORPORATION
2109 MARKET sfkrfSJll!
CAMP HILL, PENNSYL vM.NIA:W01}, '; ,..
JOHN E, SLIKE TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3457
ROBERT C SAIDIS EMAIL: attomey@ssfl-Iaw,com
GEOFFREY S, SHUFF www,ssfl-Iaw,l(9y JUN-5 /110 :sa CARLISLE OFFICE:
JAMES D, FLOWER, JR. 26 W, HIGH STREET
CAROL J, LINDSAY CARLISLE, PA 17013
MATTHEW J, ESHELMAN t (;
t f,'t ~ ~ TELEPHONE: (717)243-6222
KIRK S, SOHONAGE eli/nbc: -" FACSIMILE: (717)243-6486
.vl ;''-~i,'......l
THOMAS E. FLOWER
LINDSAY GINGRICH MACLAY
JACL YN SMITH REPLY TO CAMP HILL
June 3, 2003
}(
Register of Wills \,
Cumberland County Courthouse 1/ ,
Carlisle, PA 17013
Re: The Estate of Frances M. Kline
File No. 21-03-0252
Dear Ladies:
Enclosed is a check in the amount of $3, 1 00 representing a discount payment on
account of inheritance taxes in the above-referenced matter.
Please issue a receipt for the payment at your convenience.
Very truly yours,
SAIDJS, SHUFF, FLOWER & LINDSAY
~!ef:1: ~te Paralegal
/sly
Enclosure
t Board Certified by the American Board of Certification in Creditors' Rights Representation
r . -
- -- - - - -":.-~
Law Offices <j;P----;:>'
SAlOIS, SHUFF, FLOWER /~r \ J ~~'\
.(). '-- \
& LINDSAY ~jli"';'):\ r)
2109 Market Street S
Camp Hill, Pennsylvania 17011 ?-0 ,pr /
~ . \}7/-->' :.; ...",.
'--/..-
--
.,\ }
\j I
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
i7013+33S2 ,., - 1111111111111.11111 II I' III "IIIUII,I,II'I,I, II ,11,1.1,11
l.)~
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 2B0601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002651
DUPLICATE
SAIDIS SHUFF FLOWER & LINDSAY
2109 MARKET STREET
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
-------- fold ---------- --------
101 I $3,100.00
ESTATE INFORMATION: SSN: 182-01-4264 I
FILE NUMBER: 2103-0252 I
DECEDENT NAME: KLINE FRANCES M I
DATE OF PAYMENT: 06/05/2003 I
POSTMARK DATE: 06/04/2003 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/05/2003 I
I
TOTAL AMOUNT PAID: $3,100.00
REMARKS: ROBERT C SAlOIS ESQUIRE
SAlOIS SHUFF FLOWER & LINDSAY
CHECK# 1001
INITIALS: SK
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA REV-1162 EXI11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDiVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003302
SAlOIS ROBERT C
26 W HIGH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
------.- fold ---------- --------
101 I $318.39
ESTATE INFORMATION: SSN: 182-01-4264 I
FILE NUMBER: 2103-0252 I
DECEDENT NAME: KLINE FRANCES M I
DA TE OF PAYMENT: 12/03/2003 I
POSTMARK DATE: 1 2/01/2003 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 03/05/2003 I
I
TOT Al AMOUNT PAID: $318.39
REMARKS: ROBERT C SAlOIS ESQUIRE
CHECK# 1033
INITIALS: AC
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WillS
REGISTER OF WILLS
1?-IC2f-/O (
.
OFFICIAL USE ONLY
REV-1500 EX + (6-00) REV-1500
INHERITANCE TAX RETURN FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA 21-03-0252
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 280601
HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0 Kline Frances M. 182-01-4264
E
C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) lHlS RET\JRN MUST BE FI..ED IN DUPlICA
E
D o 3o/'0!ti~{) 0 3 07/03/1910 REGISTER OF WILLS
E
N (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
T
X Original Retum 2. Supplemental Retum 3. Remainder Retum (d1'
pn
Limited Estate 4a. ~~rJrm~rlll!\COmprOmise (date of death after 12-12- 2) 5. Federal Estate Tax Retum
Decedent Died Testate 7. BeqetIedt Maintained a Living Trust 1 8. Total Number of Safe Depo
-
(Attach copy of Will) $fIl8lOlaaS:lpy of Trust)
Litigation Proceeds ReceivedD 10. Spousal Poverty Credit D 11. Eiection to tax under See, 9
P NAME
C
0 0 Robert C. Saidis
R N 2109 Market St.
R 0 FIRM NAME (If Applicable)
E E Saidis, Shuff, Flower & Lindsa Camp Hill, PA 17011
S N
T TELEPHONE NUMBER
1 3 -3405
1 Real Estate (Schedule A) (1) None OFFICIAL USE ONLY
2Stocks and Bonds (Schedule B) (2) 310,454.40
3Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4Mortgages & Notes Receivable (Schedule D) (4) None
R 5Cash, Bank Deposits & Miscellaneous Personal Properly (5) 61,057.01
E (Schedule E)
C
A 6Jointly Owned Properly (Schedule F) (6) None
p
I Deparate Billing Requested
T 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) None
U
L (Schedule G or L)
A
T 8:rotal Gross Assets (total Lines 1-7) (8) 371,511.41
I 9Funeral Expenses & Administrative Costs (Schedule H) (9) 20,034.82
0
N 11t>ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 8,679.33
1frotal Deductions (total Lines 9 & 10) (11) 28.714.15
1atet Value of Estate (Line 8 minus Line 11) (12) 342,797.26
13::haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 318.920.26
made (Schedule J)
1-tiet Value Subject to Tax (Line 12 minus Line 13) (14) 23,877.00
C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0
M
T P 1 ~mount of Line 14 taxable at the spousal tax
U
A T rate, or transfers under Sec, 9116(a)(1 ,2) 0.00 X ,0 0 (15) 0.00
X A 1~mount of Line 14 taxable at lineal rate 0.00 ,0 45 (16) 0.00
T X
I 17Amount of Line 14 taxable at sibling rate 0.00 X ,12 (17) 0.00
0
N 1~mount of Line 14 taxable at collateral rate 23,877.00 X ,15 (18) 3 .581. 55
191'ax Due (19) 3,581.55
20.
:j;~:::]~:1:f~'~~~::tt~~j1~*iia~:~~~~11~~j~~t1:~1itr.i.4r,itii.~X~t_.. ~~'.~~_. ..~:..
Copyright (c) 2000 form software only The Lackner Group, Inc, Form REV-1500 EX (Rev. 6-00)
t Decedent's Complete Address:
STREET ADDRESS
One Longsdorf Way
Cumberland CrossinRs
CITY STATE I ZIP I
Carlisle PA 17013
Tax Payments and Credits:
Uax Due (Page 1 Line 19) (1) 3,581. 55
2Credits/Payments
A. Spousal Poverty Credit 0.00
B. Prior Payments 3,100.00
C. Discount 163.16
Total Credits ( A + B + C ) (2) 3,263.16
3JnteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E ) (3) 0.00
4Jf 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) 0.00
5Jf Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) 318.39
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 318.39
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1Did 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? . . . . . . . . . . . . . . . . . .
21f death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 [!]
3Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 [!]
4Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 [!]
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 retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Oe9.IJlRIlli5" of prep rer other than the personal represenfative is based on all information of which preparer has any knowledge,
SIGNATURE OF PEl'! ON R N E FOR FlUNG RETURN Robert C. Saidis 0
2109 Market Street [\ r"t't I () :, A
-----------------------------------------------------
Cam Hill, PA 17011 T
SIGN Saidis, Shuff, Flower & Lindsay 8
2109 Market St. A
-----------------------------------------------------
, , .,.. ... Cam~ Hill, PA 17011. ., T
E
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 (a) (1, 1) (i)],
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P,S. 9116 (a) (1, 1) (ii)]. 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 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 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 an individual who has at least one parent in common with the decedent, whether by blood or adoption,
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
1
REV-15V3 EX + (1-97)
SCHEDULE B
COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Frances M. Kline SSfI 182-01-4264 03/05/2003 21-03-0252
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 Merrill Lynch investment acct. fl872-52203
containing the following:
ML Bank USA, cash 123,412.00
CD Bank Hapoalim, NY, NY 102.049 48,983.52
CD Bank Hapoalim, NY, NY 102.620 50,283.80
1,798 sh. Fulton Financial stock 17.34 31,177.32
1,632 sh. Wachovia Corp. 34.68 56,597.76
TOTAL (Also enter on line 2, Recapitulation) 310,454.40
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 lonn software only CPSystems, Inc. Fonn REV-1503 EX (Rev. 1-97)
REV-15tJa EX + (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Frances M. Kline SS1f 182-01-4264 03/05/2003 21-03-0252
Include the proceeds of litigation and the date the ~roceedS were received by the estate, All property jointly-owned with the right of
survivorship must be disclosed on Schedule .
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 PNC Bank, checking acct. #5140186639 56,330.87
2 Capital Blue Cross, refund of premium 189.14
3 Dept. of Revenue, 2002 income tax refund 193 . 00
4 Personal property, based on sale prices 467.00
5 Inlaid wood lingerie chests (2), antique 230.00
6 Cane back rocking chair, antique 85.00
7 Jewelry - based on appraisal 3,562.00
(see attached)
TOTAL (Also enter on line 5, Recapitulation) $ 61,057.01
(If more space is needed, insert additional sheets of the same size)
Copyright (cl 1996 lpnn software only CPSystems. Inc. Fonn REV-1S08 EX (Rev, 1-97)
REV-1511 EX + (1-97) SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Frances M. Kline SSif 182-01-4264 03/05/2003 21-03-0252
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. UNERAL EXPENSES:
Hollinger Funeral Home 8,100.90
B. DMINISTRATIVE COSTS:
1. Personal Representative's Commissions 9,930.00
Name of Personal Representative(s) Robert C. Saidis
Social Security Number(s) / EIN Number of Personal Representative(s) 25-1694606
Street Address 2109 Market Street
City Camp Hill State ~ Zip 17011
Year(s) Commission Paid: 2003
2. Attomey's Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 372.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees
7. Other Administrative Costs
The Sentinel, estate notice 105.53
Cumberland Law Journal, estate notice 75.00
Register of Wills, short certificates 6.00
Register of Wills, filing fee for tax return 15.00
PNC Bank, check fee 48.80
UPS Store, shipping of items to beneficiaries 848.59
INA, search for heirs 150.00
PNC Bank, service charges 40.00
PNC Bank, safe deposit box rent 18.00
Munn's Diamonds, appraisal and research of jewelry 325.00
TOTAL (Also enter on line 9, Recapitulation) $ 20,034.82
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc. Form REV-1511 EX (Rev. 1-97)
REV-151~ EX + (1-97)
SCHEDULE I
COMMONWEAlTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE liABiliTIES, AND liENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Frances M. Kline SSfI 182-01-4264 03/05/2003 21-03-0252
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1 Carlisle Regional Medical Center 185.62
2 Cumberland Crossings 8,005.00
3 Alert Pharmacy 59.35
4 Carlisle Imaging, medical expense 20.86
5 Saidis, Shuff, Flower & Lindsay, attorney fees for services
as attorney-in-fact prior to death 408.50
TOTAL (Also enter on line 10, Recapitulation) $ 8,679.33
(If more space is needed, insert additional sheets of the same size)
Coovriaht (e) 1996 form software only CPSystems. Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (g-OO)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Frances M. Kline SSff 182 - 01-4264 03/05/2003 21-03-0252
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. AXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a}(1.2}]
1 Louise S. Miller niece 10,000.00
3402 Wedgewood Dr.
New Bern, NC 28562
2 Frances Elizabeth Reynolds cous in jewelry valued
c/o Marsha Johnson at 1,781. 00
933 Casey Key Rd.
Mokomis, FL 34275
3 Mary Jane Gallagher cousin jewelry valued
14 Whitpain Dr. at 1,781.00
Ambler, PA 19002
4 Mona Marie Roach niece 2,000.00
623 Camilia Ct.
Sanford, FL 32773-6213
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN, 15 THRU 18 AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
:i. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Total of Continuation Schedule(s) 318,920.26
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 318,920.26
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
.
Estate of: Frances M. Kline
Soc See 11: 182-01-4264
Date of Death: 03/05/2003
Continuation of Schedule J, Part I
(Taxable Bequests)
Item Name and Address of Beneficiary Relationship Amount or
11 Share of Estate
5 Kathy Kline Brooks great niece 2,000.00
12231 NW 30th Manor
Sunrise, FL 33323
6 Mark Miller nephew 2,000.00
3028 32nd AVe., West plus tables at
Seattle, WA 98199 230.00
7 Richard E. Miller nephew 2,000.00
1302 Basswood Grove plus cane ehai r
Ambler, PA 19002 at 85.00
8 John David Kline great nephew 2,000.00
4237 Augusta Drive
Crown Point, IN 46307
9 Richard and Ann Gobin friends items adeemed
104 Ladnor Lane
Carlisle, PA 17013
10 June K. Rounsley friend items adeemed
1109 Galway Ct.
Hummelstown, PA 17036
Estate of: Frances M. Kline
Sac Sec 11: 182-01-4264
Date of Death: 03/05/2003
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item Description Amount or
11 Share of Estate
1 Masonic Home 30,000.00
One Massonic Dr. 9,384.05
E1izabethtown , PA 17022 in residue
2 Cincinnati Unit of the Burns Center 25,000.00
Shriners Hospitals for Children 9,384.05
C/O Thomas R. Vrecenak in residue
P.O. Box 31356
Tampa, FL 33631-3356
3 University of the Sciences in Phila. 60,000.00
Office of Institutional Advancement
600 South 43rd St.
Philadelphia, PA 19104
4 Harris Street United Methodist Church 15,000.00
250 Harris St. 9,384.05
Harrisburg, PA 17102 in residue
5 Mt. Holly United Methodist Church 30,000.00
202 W. Butler St. 9,384.05
Mt. Holly Springs, PA 17065 in residue
6 Community General Osteopathic Hospital 15,000.00
4300 Londonderry Rd.
Harrisburg, PA 17101
7 Zembo Temple Mosque Endowment Fund 10,000.00
2801 N. 3rd St.
Harrisburg, PA 17110-2083
8 Harrisburg Consistory Heritage Builders Fund 10,000.00
of the Harrisburg Consistory, S.P.R.S. 32 degree
2701 N. 3rd St.
Harrisburg, PA 17105-2423
9 Citizens Fire Company of Mt. Holly Springs 5,000.00
100 Chestnut St.
Mt. Holly Springs, PA 17065
10 Society for the prevention of Cruelty to Animals 1,000.00
710 Eppley Road
Mechanicsburg, PA 17055
Estate of: Frances M. Kline
Soc Sec II: 182-01-4264
Date of Death: 03/05/2003
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item Description Amount or
if Share of Estate
11 Cub Pack 11170 and Troop 11170 of the Boy Scouts of America 500.00
c/o Keystone Area Council BSA
One Baden-Powell Lane
Mechanicsburg, PA 17055
12 Brownie Troop 11501, Junior Troop 11508, Cadet Troop 11504 and 500.00
Senior Troope 11509 of the Girl Scouts of America
Hemlock Girl Scout Council
350 Hale Ave.
Harrisburg, PA 17104
13 Amelia S. Givin Library 15,000.00
114 N. Baltimore Ave.
Mt Holly Springs, PA 17065
14 Bethesda Mission 15,000.00
P.O. Box 3041
Harrisburg, PA 17105
15 Salvation Army 15,000.00
440 W. Nyack Rd., P.O. Box C-635
West Nyack, nY 10994-1739
16 Shriners Hospitals for Children 25,000.00
P.O. Box 31356 9,384.06
Tampa, FL 33631-3356 in residue
--------------
318,920.26
.
COpy
LAST WILL AND TESTAMENT
OF
FRANCES M. KLINE
I, Frances M. Kline, of the Borough of Mt. Holly Springs,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make, publish and
declare this as and for my Last Will and Testament, hereby
revoking all other Wills and Codicils heretofore made by me.
~
"~ FIRST
.~ I direct the payment of my debts and expenses of my last
J illness and funeral from my estate as soon after my death as
conveniently may be done. It is my desire that I be interred in
'i"'. '
\\
.j East Harrisburg Cemetery plot and I authorize personal
my my
representative to expend funds from my estate in such amount as
my personal representative shall consider necessary and
desirable for the purchase, erection and inscription of a
SAIDIS, suitable marker for my grave.
HUFF &
MASLAND SECOND
~17ORNEYS.AT.LA w
!6 W. High Street I give, devise and bequeath my collection of medallions,
Carlisle; PA
plates and similar items cast by the Franklin Mint as follows:
I
.
(a) The collection of medallions depicting the history of
Pharmacy sponsored by the Medical Heritage Society of
Chicago, to Richard Gobin and Ann Gobin.
(b) My collection of medallions depicting birds, as
designed by Gilroy Roberts; my silver plates patterned
from Audubon prints of birds; my Christmas plates
designed by Norman Rockwell to June K. Rounsley,
provided however, if she has not survived me, then to
Mark L. Miller.
THIRD
"'~~ (a) I bequeath the sum of THIRTY TOUSAND ($30,000.00)
~,. DOLLARS to the MASONIC HOME in Elizabethtown,
I'
~ Pennsylvania.
~ (b) I bequeath the sum of TWENTY-FIVE THOUSAND
~ ($25,000.00) DOLLARS to the CINCINNATI UNIT OF THE
r\~
.. \-:
J
BURNS CENTER OF THE SHRINE OF NORTH AMERICA.
( c) I bequeath the sum of SIXTY THOUSAND ($60,000.00)
DOLLARS to the PHILADELPHIA COLLEGE OF PHARMACY AND
SCIENCE, Philadelphia, Pennsylvania to establish a
SAID IS, scholarship in the memory of RALPH L. KLINE.
HUFF &
v:lASLAND
TTORNEYS.AT'LAW
6 W, High Street
Carlisle, PA
2
.
(d) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to the HARRIS STREET METHODIST CHURCH, Harris
and Susquehanna Streets, Harrisburg, Pennsylvania.
(e) I bequeath the sum of THIRTY THOUSAND ($30,000.00)
DOLLARS to MT. HOLLY UNITED METHODIST CHURCH, Mt.
Holly Springs, Pennsylvania.
(f) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to COMMUNITY GENERAL OSTEOPATHIC HOSPITAL,
Londonderry Road, Harrisburg, Pennsylvania.
t (g) I bequeath the sum of TEN THOUSAND ($10,000.00)
":~
\- DOLLARS to the ZEMBO TEMPLE MOSQUE ENDOWMENT FUND.
)'.
,
'" (h) bequeath the of ($10,000.00)
~ I sum TEN THOUSAND
'l> DOLLARS to the HARRISBURG CONSISTORY HERITAGE
~
~ BUILDERS FUND OF THE HARRISBURG CONSISTORY, ANCIENT
~,~
'\
ACCEPTED SCOTTISH RITE OF MASONRY.
(i) I bequeath the sum of FIVE THOUSAND ($5,000.00)
DOLLARS to the CITIZENS FIRE COMPANY of Mt. Holly
Springs, Pennsylvania .
(j ) I bequeath the sum of ONE THOUSAND ($1,000.00) DOLLARS
SAIDIS, to the SOCIETY FOR THE PREVENTION OF CRUELTY TO
HUFF &
MASLAND ANIMALS, Mechanicsburg, Pennsylvania.
.1TORNEYS.AT'LAW
~6 W. High Street
Carlisle, P A
3
.
(k) I bequeath the sum of Five Hundred ($500.00) DOLLARS
to be divided equally between the active Cub Pack #170
and active Troop #170 of the BOY SCOUTS OF AMERICA,
Mt. Holly Springs, Pennsylvania.
(I) I bequeath the sum of FIVE HUNDRED ($500.00 ) DOLLARS
to be divided equally among the active troops of THE
GIRL SCOUTS OF AMERICA, (Brownie Troop #501; Junior
Troop #508; Cadet Troop #504; and Senior Troop #509
all of Mt. Holly Springs, Pennsylvania) .
J (m) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
DOLLARS to the AMELIA S. GIVIN LIBRARY, Mt. Holly
J'-
\. Springs, Pennsylvania.
~
~ (n) I bequeath the sum of FIFTEEN THOUSAND ($15,000.00)
l DOLLARS to the BETHESDA MISSION, Harrisburg,
~ Pennsylvania.
\.,.)
(0) I bequeath the sum of FIFTEEN THOUSAND $15,000.00)
DOLLARS to the SALVATION ARMY, Carlisle, Pennsylvania.
(p) I bequeath the sum of TWENTY-FIVE THOUSAND
($25,000.00) DOLLARS to the SHRINE CRIPPLED CHILDREN'S
SAIDIS, HOSPITAL, Philadelphia, Pennsylvania.
HUFF &
~ASLAND
rroRNEYS-AT'LAW
6 W. High Street
Carlisle. PA
4
.
FOURTH
I bequeath to each of the following persons the amount set
opposite his or her name provided such person survives me by
thirty (30) days, '~I'~) ~I
(~ J :
(a) LOUISE S. MILLER,' 3402 Wedgewood Drive, New Bern,
North Carolina 28560, TEN THOUSAND ($10,000.00)
DOLLARS.
.> /'
(;~ J'n,1,. ~) :S:LR~R S. Mr~~-MapTe-M'or-row'~Courtr--Balt.imQ:re,
-Mary-I a~1.'"'2:;4~-'''TEN.THOUB:A:NE>--(-$-1-O-r-OO_0-" 0 O--)~~DOLLA-RS .
,.J (JOHN) DAVID KLINE, (birth 6/15/47) 5830 Memorial
Highway, Apt. 1120, Tampa, Florida 33615, TWO THOUSAND
...... ..
F-~
&. ($2,000.00) DOLLARS.
~
\ BROOKS)
~ ./d) KATHY (KLINE) BROOKS (MRS. ED. (birth
'\~ 10/22/68) 92229 N. W. 66 Lane, Parkland, Florida
($2,000.00)
.33067-2410, TWO THOUSAND DOLLARS.
(e)~ONA MARIE ( SNYDER) ROACH (MRS. DANA W. ROACH) (birth
8/16/37) 623 Camelia Court, Sanford, Florida 32773-
~ 6213, TWO THOUSAND ($2,000.00) DOLLARS.
,Q,~
~~'() CHARLES A. SNYDER, JR. , (Wife Grace) (birth 8/26/ ) ,
SAIDIS, 285 W. Main Street, Hummelstown, Pennsylvania 17036,
HUFF &
~ASLAND TWO THOUSAND ($2,000.00) DOLLARS.
,1TORNEYS.AT'[.A W
,6 W. High Street
Carlisle. PA
5
I
. . ~
~\y
f~J GENE L. SNYDER (Wife Louise) (birth 7/31/28), Box 215,
West Kingston, Rhode Island 02892, TWO THOUSAND
($2,000.00) DOLLARS
< RICHARD E. SNYDER (Wife GleniceJ (birth 11/11/ ), 422
\,;~;
VV .
~ Route 16, Dover-Foxcroft, Maine 04426, TWO THOUSAND
($2,000.00) DOLLARS.
\'J'~~ ( i ) RICHARD E. MILLER (wife Janet) (birth 4/30/47) , 1302
Basswood Grove, Ambler, Pennsylvania 19002, TWO I
THOUSAND ($2,000.00) DOLLARS.
ROBERT F. MILLER (Jr. - but does not use Jr.) (birth
, 4/22/45) , 3557 Fountain Way, Modesta, California
~
f 95350, TWO THOUSAND ($2,000.00) DOLLARS.
(k) MARK L. MILLER (Wife Debbie) (birth 7/11/55), 8179
"'\)' ",,7 Kramer Court, Glen Burnie, Maryland 21061,
TWO
THOUSAND ($2,000.00) DOLLARS.
FIFTH
(a) I give, devise and bequeath my mans railroad watch to
my nephew, MARK L. MILLER. .
(b) I give, devise and bequeath my antique 50-stone
SAIDIS, diamond brooch, 3 stone antique diamond ring and the
HUFF &
vfASLAND antique pocket watch and chain that descended from my
lTORNEYS.AT.LAW
6 W, High Street Great Grandmother, Fannie Cone Fulmer, to my two
Carlisle. P A
6
.
cousins, MARY JANE GALLAGHER and FRANCES ELIZABETH
REYNOLDS to be divided as they shall agree.
SIXTH
I give, devise and bequeath all the rest, residue and I
remainder of my estate, whether real, personal, or mixed, of
whatever nature and wheresoever situated in the following
percentages: I
20% to MASONIC HOMES, Elizabethtown, Pennsylvania
,J 20% to CINCINNATI SHRINE BURNS HOSPITAL, Cincinnati, Ohio
....\i'
)' 20% to SHRINE CRIPPLED CHILDREN'S HOSPITAL, Philadelphia,
~
Pennsylvania
20% to HARRIS STREET UM CHURCH, Harrisburg, Pennsylvania
,\\, 20% to MT. HOLLY SPRINGS UM CHURCH, Mt. Holly Springs,
'~
Pennsylvania
SEVENTH
I direct that any and all inheritance, estate and transfer
taxes imposed upon my estate passing under this Will or
otherwise shall be paid out of the principal" of my residuary
estate.
SAID IS,
HUFF &
\fASLAND
,ITORNEYS.AT.LAW
~6 W. High Street
Carlisle, P A
7
I
,
.
EIGHTH
In addition to the powers conferred by law[ I authorize any
personal representative acting under this instrument [ in his or
her absolute discretion:
(a) to retain in the form received[ or to sell either at
public sale or private sale any real or personal
property;
(b) to manage real estate;
(c) to invest and reinvest in all forms of property
,~ without being confined to legal investments and
\.J
'5'-
~' without regard to the principal or diversification;
(d) to exercise any option or rights arising from
ownership or investment.
NINTH
I hereby nominate[ constitute and appoint ROBERT C. SAIDIS[
ESQUIRE[ as Executor of my Last Will and Testament. I direct
that no personal representative appointed under this instrument [
or otherwise serving [ shall be required to give bond for the
faithful performance of his or her duties in any jurisdiction.
SAIDIS, IN WITNESS WHEREOF, I [ FRANCES M. KLINE [ have hereunto set
HUFF &
viAS LAND my hand and seal to this my Last Will and Testament [ consisting
TTORNEVS.AT.LAW
6 W. High Street of 10 typewritten pages [ the first 8 of which bear my signature
Carlisle, PA
8
.
. ,
In the margin for identification, this 9 -;u day of
.::r" tJt , 1991.
t9:' /
') .
/2r~ -J7?, 7~
Frances M. Kline
Signed, sealed, published and declared by the above-named
Frances M. Kline, Testatrix, as and for her Last Will and
Testament in the presence of us, who have hereunto subscribed
our names at her request as witnesses thereto, in the presence
of said Testatrix and of each other.
---=::;-.~
~ t'k-.J/ -' ,
,'. /'~-<---Z----' ADDRESS Z v (...oJ i+S ~
~ , L)
/. C::.c<.-..- c:.., {& r"
#c (. /,/ ' .
" /1/ /, L
4lt;Xl.ll.....r]l/f. .<itJ<. MI./j{A_.ADDRESS
,f I " ~
/ :If' ..., ~.-'7
. . /-'/ ' :/ .~ - .'/
/ ,) (~ ,',. /'! ';!i'..i?;;!;~1 :1fi/2.!:::2I ,~.<1//,
"~' ,/" ' ~
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,/?;../).........,..:.t (.. /..ff. I' 5
;' v.ir'... .
.. ,
COMMONWEALTH OF PENNSYLVANIA :
: 58.
COUNTY OF CUMBERLAND :
We, Frances M. Kline, Robert C. Saidis and,
Danna H. Lindenberger the Testatrix and witnesses,
SAlOIS, , 1 h . d h f' h d
HUFF & respectlve y w ose names are slgne to t e oregolng or attac e
\1ASLAND
,TTORNEVS.AT.LAW instrument, being first duly sworn, do hereby declare to the
:6 w. High Street
Carlisle, P A
9
, ,
undersigned authority that the Testatrix signed and executed the
instrument as her Last Will and Testament and that she signed
willingly and that she executed as her free and voluntary act
for the purposes therein expressed, and that each of the
witnesses, in the presence and hearing of the Testatrix signed
the Will as witnesses and that to the best of their knowledge
the Testatrix was at the time eighteen (18) or more years of
age, of sound mind and under no constraint or undue influence.
,.:J. '7JJ ~ ;1~-4.;t..l.
i.-/~U4
Fran~. Kline
//- K
/" I
~ ~.-'
'/ Witness
/?
/' g/ /.Y 'J ti/
...--. f./" . '-." . ~-;., A'-'-..-?:A., ~..,.. /7., .,,-';
//7;i{/(,;{--dJ ('/j/....:,-'-f/tJi-. ,::Lyt-' .
, witness
Subscribed, sworn to and acknowledged before me by Frances
M. Kline, the Testatrix, and subscribed to and sworn or affirmed
to before me by Robert C. Saidis and Danna H. Lindenberqer,
witnesses, this ~~daY of
.
SAIDIS, , PfJWC
Ci:,~1;;_~:.su:; ..:;:; ~)~-~v, ':::4.,1 E!~ I l'IJl CO.. "A
HUFF & 'M'1 CG~\1'~1Jl::):\~:~ :-~.~:;'~'~R~.t. ~~~~Jf;;En 1a,~
v:lASLAND ~~~ .
TTORNEYS.AT.Li\W
6 W. High Street
Carlisle. PA
10
Private Client Group
, ,
, 214 Senate Avenue
Post Office Box 0810
Camp Hill, Pennsylvania 17001-0810
7179754600 Office
r~~' 800 937 0735 Toll Free
FAX 717 975 4663
~. - . ~ M81'rill Lynch
May 30, 2003
Shelby L. Yingling, Estate Paralegal
Saidis, Shuff, Flower & Lindsay
2109 Market Street
Camp Hill PA 17011
RE: The Estate of Frances M. Kline
Date of Death 03/05/2003
Merrill Lynch Account 1872-52203
Dear Ms. Yingling:
With reference to the above captioned account, I am listing
below March 5, 2003 date of death values:
1,632 shares WACHOVIA CORP NEW (Cusip '929903102)
34.980 High .5 4.L ,";
34.370 Low
34.780 Close
1,887 shares FULTON FINANCIAL CORP (Cusip '360271100)
17.476 High (1- !'-j
17.200 Low
17.438 Close
48,000 Certificate of Deposit (Cusip ,062512NXO)
Bank of Hapoa1im New York 3.60% due 08/18/2005
102.049 Bid
"i--,,:: !n[I),';i\aiicr: ::;~t forth herein was vhtainer; iron!
'i~.Tr'::e'; '.,yhi'.::h ',\Ie beJ!eve '(eliable. fJut h"e do not
;':' ~';.:-"" . (".::ur.:-;cy. [--'elt;.;?,. ~ht: j11fo(mat~o;:.
:;L,;:,~i_,_::: <{(ij":=s,",eCl, c-r:DstHutes a ~:;,Jlj;::ltati(}n
~;jrClE::':e (jr ,,:?i,~ '::of ~~IT" ';ecLiritle.'3 D(
."-jr:t~(.~ k,
Private Client Group
. ,
214 Senate Avenue
Post Office Box 0810
Camp Hill, Pennsylvania 17001-0810
717 975 4600 Office
t~ 800 937 0735 Toll Free
FAX 717 975 4663
l),. ;~ Merrill Lynch
Shelby L. Yingling
May 30, 2003
Page Two
49,000 Certificate of Deposit (Cusip ,062512NM6)
Bank of Hapoalim New York 4.00% due 07/17/2006
102.620 bid
Merrill Lynch Bank Deposit Program (Cusip '990286916)
Money Market Fund
$123,412.00
Should you require any additional information, please feel
free to give me a call.
SinCere~
~th M. MacGee
Registered Client Associate
for Parker H. Kuhns II
EMM:mee
enc: Letter of Authorization
Client Relationship Agreement "he iilfOnDi;;Un]1 set torth herein "Nas obtaiii.,:'d from
;:;U:'C::;S 'N("li,::h Wf; oeUeve reJiahie. r::ut h'e do net
:~L;~r",i1(:::e ~ts :<:curac.y. Neith.er the !nL,y;:.~atio;l.
":C1" ell:" ;:;~pressed, ,..:rmsUtute,'"' ;J s,-jE~-ir{l1"inr:
" :il~ :-:lfCl'!as<2 or sale of 3ilV ',;e'::'.l,:-:tjes or
-- 'w:c,!tie' ,int'?c1 in US/.
, ,
Estate of Frances Kline
Items for Estate Appraisal:
1. Lady's Elgin Wristwatch; mechanical movement, serial #35186655. Case is
10k yellow rolled gold plate, attachment band and clasp Ilk gold filled.
In running condition, Fair Market Value...... ............ ...$ 175.00
2. Lady's Onyx and Diamond Ring; (3) round single cut diamonds *.01 ct. each,
*.03 cttw" white gold stone setting trim, 14k yellow gold shank 2,5 dwt.
Fair Market Value.,.... ,.,.., ...... ...$ 95,00
3. Diamond Solitaire Ring: (l)Round shape diamond *,69 ct, VSI2 Clarity
G Color, l4kyellow gold ring 1.0 dwt.,white gold plate-setting. Inside
engraving KLF - FEM 7-3-37 Fair Market Value...,.......,... ...,..$ 850.00
4, Diamond Cluster PinlPendant: (49)Old Mine Cut Diamonds: various
minor carat weights *(.03 to .09 ct.) Three major stones *(.14,.15,.3lct.)
Qaulities range SI2- VSIl Clarity-G to I Color. Total Carat Weight *3.66
cttw. Mounting is 14k yellow 6.3 dwt, pin attachment stamped lOk.
Chain is 20 inch gold filled cable link. Fair Market Value..,...,.. ,.,..., ....$1,400,00
*Carat weights estimated by volumetric formula based on measurement
No stone removal. Graded as mounting pennits.
October 2, 2003
Christopher C, Munn
. ,
Estate of Frances Kline
Items for Estate Appraisal:
5. Franklin Mint Commemorative Coin pendant: Bicentennial edition
3.2 dwt., .500 fine gold, yellow, 12k yellow gold filled chain.
Fair Market Value...... ...",.'.... ...$ 50.00
6. Wedding ring; plain, polished:finish. 3.8mm width, 4.3 dwt.
l4k yellow gold. Size 9,
Fair Market Value... ... .,. .,. ...... ",$ 40.00
7. Wedding Ring; plain, polished finish, l.3mm width, .3 dwt.,
14k white gold. Size 9.5.
Fair Market Value,.,...... ...... ......$ 5.00
8. Turquoise and diamond ring: (2)Old Mine Cut round shape diamonds,
*.19 cttw. VS2 Clarity/GH Color, (l5)Round cabochan 1.8mm each
turquoise (one missing) 18kyellow gold 2.8 dwt. Size 6 %
Fair Market Value... ...... ... ,,. ,..,,$ 120,00
*Carat weights estimated by volumetric formula based on measurement.
No stone removal. Graded as mounting pennits.
October 2, 2003
Christopher C, Munn
. , ,
.
Estate of Frances Kline
Items for Estate Appraisal:
9. Three Diamond Ring: major round shape *.45 ct. 8I2 Clarity
H Color, minor *.16 ct 8Il-G, minor *.18 ct SIl-F. 14kyellow
Gold 2.5 dwt. Size 6 % Total carat weight: *.79 two
Fair Market Value... ,.. ......... ...".$ 295.00
10, Emblematic ring: Blue Lodge insignia with black enameling, 10k
Yellow gold 2.4 dwt. Size 5.
Fair Market Value... ... ". ... ... ... ",$ 35.00
11. Simulated Pearl Ring: (3 )simulated pearls in a IOk yellow gold ring
mounting, 2.1 dwt. Size 10, Fair Market Value". ".." ""...".,.$ 25.00
12, Pocketwatch: Arnold Adams & Co, Mechanical lever wind 3 hand with
an 18k solid back lid, Interior dust cover engraved with; Patent. Lever
Full Jewelled, Hands. No. 34644. Arnold Adams & Co. London,
Dial shows running horse. Roman numeral. Minute sub-dial. Chain
and fob gold plate. Fair Market Value........"""." ...$ 450.00
13. Consistoty Ring, blank. (stone removed) 4.4 dwt. Fair Market Value..."."....", "...$ 22.00
*Carat weights estimated by volumetric formula based on measurement.
No stone removal, Graded as mounting permits,
October 2, 2003 1/)//1/ ~ 3 f)'(.;,,%. t,; (I
I _.~ }
Christopher C. Munn
,J,/t!; l' 1> ~- "
BU ROWE. AU 1538L ,VI"~! t ." ?no"
. , . " ,I
EN . AU lO92L
08 . AU 2276L
R. D. 4, Box 353 · Carlisle, PA
249.2677 - 249-1978
Auction Is Action Call "ROWE"For Satisfaction
May 5, 2003
TO: Robert Saidis
Attorney
26 West High Street
Carlisle,Pa. 17013
FR: Benny E. Rowe
Auctioneer/Appraiser
2505 Ritner Highway
Carlisle, Pa. 17013
RE: Frances Kline Estate Personal Property Appraisal.
Rocker, Cane Back & Seat, Mixed Wood. $ 85.00
(2) Lingerie Chest,S Drawer, $115.00 Ea. 230.00
TOTAL $ 315.00
~~
. -~_._-..
Benny E.
. . .
.
o PNCBAN<
May 7, 2003
Robert C. Saidis
2109 Market Stre~
Camp Hill, P A 17011
RE: Estate of Frances M. Kline, deceased
SSN: 182-01-4264
000: 3/5/2003
Dear Mr. Saidis:
In response to your request for Date of Death balances for the custom(.."(' noted above. our
records show the following:
Checking Act:ount
Account #5140186639 R..tab1ished 07/01/1965
FRANCES M KLINE
DOD balance: $56,330.87 + $0.00 accrued interest
Safe Deposit Boll.:
#856 Established 07/2V1999
FRANCES M KLINE
Located:
MOUNT HOLLY BRANCH
2 WEST PINE ST.
MT. HOLLY SPRINGS P A 17065
717-486-3416
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financi2d
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
GifJ@lllh ~
RachelIe Wells
1-800-762-1775
P7 -PFSC-04-F
500 first Ave.
Pittsburgh P A 152 J 9 Member FDIC
TOTnL F'. 01
. . .
.
at ~~~~~!~~~~nd 8IueSh~~Assoc~tion HARRISBURG, PA 17177 CHECK NUMBER
272787
THE ESTATE OF AGREEMENT NUMBER
FRANCES KLINE 182014264
C/O ROBERT SAIDIS ESQ
2109 MARKET STREET
CAMP HILL PA 17011-4723
************************* EXPLANATION OF REFUND *************************
PERIOD OF REFU~D - FROM: 03/15/2003 TO: 04/15/2003
REFUND REASON: CANCELLED DECEASED
TYPE OF COVERAGE: REFUND AMOUNT:
BLUE CROSS $189.14
TOTAL REFUND AMOUNT: $189.14
APR 0 92003
~.. ROWE'S AUCTION SERVICE (RH 79L)
Bill Rowe (AU 1538L) 2505 Ritner Highway · Carlisle, PA Bob Rowe (AU 2276L)
Ben Rowe (AU 1092L) 249-2677 697 -4 794 249-1978 Dave Rowe (AU 2295L)
Auction Is Action Call "Rowe" For Satisfaction
SELLERS NAME I2d0~ + S i.<.'.L ()', <.. ,_ ~"'~ DATE lj/7/ tJ .3
- \ , I
ADDRESS ";b ~,. \-\".u ~...~\ :"1 1"'- PHONE ~ :3 -1, 2.--z...",,-
' {...
-
OTHER (ti vl.- ,'1 \ L. "".::( P.. r-~~... ('7 Ol~ AUCTIONEER %
, - '~' .....
AUCTION DA TE/LOCA TION CLERK %
DESCRIPTION OF MERCHANDISE
<.:;:-' ,~" l ( i'~( i..,- ' ~L'
__". (2 ~\.~~, , ~) \-'- f l ( ,,'\(\I'\..'- r:::J ~
C....--- \ ',- ~
I Commission the A~tioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise
to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen-
tative of the merchandise, goods and or piopertyand have good title and the right to sell and that they are free
from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of
title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in
this agreement.
AUCTION SIGNATURE SELLERS SIGNATURE
Total Sales (Clerking Tickets Attached) $ ,I...l. h f I o\...)
Less Sale Expense:
../.
""2- S, r ~Commission Auctioneer $ I /p.J? aU
,~\ ~~
\ {(/ .,. ., (. 11\.'-'(;.
. % Comnrission' . . $
OTHER:
"OT AL SALE EXPENSE DEDUCTED $
SELLERS NET $ ';;:: {\,..\ { (5l)
'-..-0"" .'
..~~~~':J....,~~:'.2;.'7.t..~:,e- ..,,- ," SELLERS SIGNATURE
AUCTION SIGNATURE
r -
"',--.. '"'_.
...',
,.
SAIDIS c2//()y.- ;!5cZ
SHUFF, FLOWER
&. LINDSAY
ATTORNEYS.AT.LAW
2109 Market Street
Camp Hill, PA 17011
TO:
Register of Wills
Cumberland County Courthouse
Carlisle, P A 17013
I
/
OFFICIAL USE ONLY
REV-1500 EX + (6-00) REV-1500
INHERITANCE TAX RETURN FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA 21-03-0252
DEPARTMENT OF REVENUE RESIDENT DECEDENT
DEPT. 280601 COUNTY CODE
HARRISBURG, PA 17128-0601 YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
0 Kline Frances M. 182-01-4264
E
C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM.DD.YEAR) 1lI1S RETURN MUST BE AlED IN DUPlICA
E
0 0~'!1'JIPU03 07/03/1910 REGISTER OF WILLS
E
N (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
T
1. Original Retum ~ 2. Supplemental Retum _~ 3. Remainder Retum (da
- pn
CAPB _ 4. Limited Estate 4a. ~~r~r~~~~[e~\ Compromise (date of death after 12-12- 2) 5. Federal Estate Tax Retum
HpRL -
X 6. Decedent Died Testate _ 7. Beqeiledt Maintained a Living Trust JL. S. Total Number of Safe Depo
EplO -
CRAC (Attach copy of Will) (l4OOclimopy of Trust)
KOTK 09. Litigation Proceeds ReceivedO 10. 0 11.
ES Spousal Poverty Credit Eiection to tax under Sec. 9
(\jllllA)f death between 12-31-91 and 1-1-95) (Attach Sch 0)
,..:....jtf!i$..$~e'TJQNMY$;r;...pe.~Q'MP~e&Q;:~~.IQ'IRe~NQeNIe'.I.~FiQeN[ti~~::jt';Q;'.'I.NFQRM~miQN~HQQ~Q;'Qe:Qi.l~e'TEP:::jt<>~".:.."",
P NAME COMPLETE MAILING ADDRESS
C
0 0 Robert C. Saidis
R N
R 0 FIRM NAME (II Applicable) 2109 Market St.
E E Saidis, Shuff, Flower & Lindsay Camp Hi 11 , PA 17011
S N
T TELEPHONE NUMBER
717/737 -3405
1Real Estate (Schedule A) (1) None OFFICIAL USE ONLY
2Stocks and Bonds (Schedule B) (2) None
3Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4Mortgages & Notes Receivable (Schedule D) (4) None
R 5Cash, Bank Deposits & Miscellaneous Personal Property (5) 47,417.28
E (Schedule E)
C
A 6Jointly Owned Property (Schedule F) (6) None
p
I Deparate Billing Requested
T 7Jnter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None
U
L (Schedule G or L)
A
T SIotal Gross Assets (total Lines 1-7) (S) 47,417.28
I 9Funeral Expenses & Administrative Costs (Schedule H) (9) 63.18
0
N 1lOebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) None
11Total Deductions (total Lines 9 & 10) (11) 63.18
1l!1et Value of Estate (Line 8 minus Line 11) (12) 47,354.10
1J::haritable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 47,354.10
made (Schedule J)
141et Value Subject to Tax (Line 12 minus Line 13) (14) 0.00
C
0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
M
T P 1 ~mount of Line 14 taxable at the spousal tax
U
A T rate, or transfers under Sec, 9116(a)(1 ,2) 0.00 X .0 0 (15) 0.00
X A 16Q.mount of Line 14 taxable at lineal rate 0.00 ,0 45 (16)
T X 0.00
I 0.00 -
0 17Amount of Line 14 taxable at sibling rate X ,12 (17) 0.00
N 180.mount of Line 14 taxable at collateral rate 0.00 X .15 (1S) 0.00
19Tax Due (19) 0.00
20. n 1....Q~~q~.~~~..!f!:OCq~.~~l3..~..~~~~!,.~.:~.~~~~~.~~.~..~~$~~A!,(~~NJ1..m
,....,...,..................,.:'..........,.."..i........:,..,..,...:,',.....::...'.".......::~~...Qi.~.lIJi.!;tQ.ji8meBf:~~.:~~e$[tIQN$.QNR.~Mlil~~::$'~Qi..i8Q.!!i<>BJ;Q"'g~~:.M~1:H,.:.,:<.,~"..::,',.,.......,..,...,"
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
One Lon sdorf Wa
Cumberland Crossin s
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1Jax Due (Page 1 Line 19) (1) 0.00
2Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits ( A + B + C ) (2) 0.00
3Jnterest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3) 0.00
4Jf 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) 0.00
SJf Line 1 + Line 3 is greater than Line 2, enter the difference, This is the TAX DUE. (5) 0.00
A. Enter the interest on the tax due, (SA) 0.00
B. Enter the total of Line 5 + SA, This is the BALANCE DUE. (SB) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
::::,'~'t'~i~~':~~~:~~~!!f!~:~"!~:b~t6WI!~~:'~U~~fj6!~!~':'~Y:!~Li61'~~,,~~:\;:~!,!w'l~m~A:~m~~g~d~:~:I~~~~~6!~~;!::'!"!'
1Did 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? . . . . . . . . . . . . . . . . . .
211 death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 []]
3Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 []]
4Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 []]
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 01 pe~ury, I declare that I have examined this retum, inciuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of pre parer other than the personal representative is based on all infonnation 01 which preparer has any knowledge,
SIGNATURE OF PERSON RESPONSIBL FOR FILING RETURN Robert C. Saidis i ( g f 0(( D
() 2109 Market Street A
-----------------------------------------------------
1... Camp Hill, PA 17011 T
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Saidis, Shuff, Flower & Lindsay 8
2109 Market St. A
-----------------------------------------------------
Camp Hill, PA 17011 T
E
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 forthe use of the
surviving spouse is 3% [72 P.S, 9116 (a) (1,1) (i)],
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P,S. 9116 (a) (1,1) (ii)], 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 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 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 an individual who has at least one parent in common with the decedent, whether by blood or adoption,
r:nnvrinht (/,,:) ~ooo fonn SioftwafP. onlv ThA L;:IcknAr Gmuo. Inc. Form REV-1S00 EX (Rev. 6.0m
REV-1508 EX + (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Frances M. Kline SS# 182-01-4264 03/05/2003 21-03-0252
Include the proceeds of litigation and the date the woceedS were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule .
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Commerce Bank, CD 11100291 20,000.00
2 Commerce Bank, CD #100446 27,293.95
accrued interest 123.33
TOTAL (Also enter on line 5, Recapitulation) $ 47,417.28
(If more space is needed, insert additional sheets of the same size)
CODvnoht (cl 1996 form software on Iv CPSvstems. Inc. Fnrm REV-150S EX {R~v 1-Rn
REV-1511 EX + (1-97) SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Frances M. Kline SSif 182-01-4264 03/05/2003 21-03-0252
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. UNERAL EXPENSES:
B. ~DMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
UPS, cost to ship jewelry to heirs 60.18
short certificate 3.00
TOTAL (Also enter on line 9, Recapitulation) $ 63.18
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSyslems. Inc. c............. RJ:'V_11;,11 CY tn_.. .. n..."
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Frances M. Kline SSfF 182-01-4264 03/05/2003 21-03-0252
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. AXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)J
ENTER DOLLAR AMTS, FOR DISTRIBUTIONS SHOWN ABOVE ON LN, 15 THRU 18, AS APPROPRIATE ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC, 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
a. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Cincinnati Unit of the Burns Center equal share of
Shriners Hospitals for Children residue
c/o Thomas R. Vrecenak
P.O. Box 31356
Tampa, FL 33631
0.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
C:onvrinht ie\ 2000 form ~()ftwArA nnlv Thp. I Ar.knAr r.irntrn. Inr. COnn" REV-1513 EX IRo" Q_nm
Estate of: Frances M. Kline
Soc Sec II: 182-01-4264
Date of Death: 03/05/2003
Continuation of Schedule J, Part II-B
(Charitable and Governmental Bequests)
Item Description Amount or
II Share of Estate
2 Masonic Home equal share of
One Massonic Dr. residue
Elizabethtown, PA 17022
3 Harris Street United Methodist Church equal share of
250 Harris St. residue
Harrisburg, PA 17102
4 Mt. Holly United Methodist church equal share of
202 W. Butler St. residue
Mt. Holly Springs, PA 17065
5 Shriners Hospitals for Children
Tampa, FL 33631-3356 equal share of
--------------
0.00
.
Commerce
~Bank~
January 5, 2004
Saidis, Shuff, Flower & Lindsay
A Professional Corporation
2109 Market St
Camp Hill, PA 17011
RE: Estate of: Frances M Kline
Social Security #: 182-01-4264
Date of Death: March 5, 2003
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Time Deposit
Account #: 100291
Date Opened: 12/22/95
Primary Owner: Frances M Kline
Power of Attorney: Robert C Saidis
Date of Death Balance: $20,000.00
Interest checks mailed monthly.
Type: Time Deposit
Account #: 100446
Date Opened: 12/20/00
Primary Owner: Frances M Kline
Date of Death Balance: $27,293.95
Accrued Interest: $123.33
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
W0Jr\OA ~ ~ [Yl~ Commerce Bank / Harrisburg, NA
Wanda J. Morris P,O. Box 8599
elF Team Leader 100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
COMMONWEALTH OF PENNSYLVANIA '* /
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-0601
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1541 EX AFP (OI-OSI
DATE 01-27-2004
ESTATE OF KLINE FRANCES M
DATE OF DEATH 03-05-2003
FILE NUMBER 21 03-0252
COuNTY CUMBERLAND
ROBERT C SAIDIS ACN 101
SAIDIS ETAL I Allount Rellitted I
2109 MARKET ST
CAMP HILL PA 17011
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 ......
REV=is4-j-EX--AFP--foY:03Y-NO'TYCE--OF-YNHEifiTAifcE-'TAX-A-PPRA-isEirENT~--Aii-oWANCE-OR-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KLINE FRANCES M FILE NO. 21 03-0252 ACN 101 DATE 01-27-2004
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 310,454.40 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .Op of this forll with your
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 61,057.01 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .Op
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 371,511.41
APPROVED DEDUCTIONS AND EXEMPTIONS: 20,034.82
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) nO) 8.679.33
11. Total Deductions (11) 28.714 15
12. Net Value of Tax Return (2) 342,797.26
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (3) 318,920.26
14. Net Value of Estate Subject to Tax (4) 23,877.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
lS. Allount of Line 14 at Spousal rate US) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Allount of Line 14 at Sibling rate (7) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate (18) 23,877.00 X 15 = 3,581. 55
19. Principal Tax Due (19)= 3,581. 55
tAX CREDITS:
n .. ..... . ..----. . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2003 CD002651 163.16 3,100.00
12-01-2003 CD003302 .00 318.39
TOTAL TAX CREDIT 3,581.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- 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.
PURPOSE OF
NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF MILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30Z0 (TT only).
DBJECTIONS: 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:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: 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. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administrativelY correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: 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, 198Z bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
............. .............
198Z ZO% .000548 1987 9% .000Z47 1999 7% .00019Z
1983 16% .000438 1988-1991 11% .000301 ZOOO 8% .000Z19
1984 11% .000301 199Z 9% .000Z47 ZOOl 9% .000Z47
1985 13% .000356 1993-1994 7% .00019Z ZOOZ 6% .000164
1986 10% .000Z74 1995-1998 9% .000Z47 Z003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER 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.
I
I I
, ,
Bstatea/Kline/AcCT/6/11/04
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
FIRST AND FINAL ACCOUNT OF
ROBERT C. SAIDIS, ESQUIRE, EXECUTOR
FOR THE
ESTATE OF FRANCES M. KLINE
NO. 21-03-0252
Date of Death: March 5, 2003
Date of Executor's Appointment: March 24,2003
First Complete Advertisement of
Grant of Letters: April 22, 2003
Accounting for the Period: April 4, 2003 to May 27, 2004
Purpose of Account: Robert C, Saidis, Executor, offers this
account to aCquaint interested parties with the transactions
that have occurred during his administration, The account also
indicates the proposed distribution of the estate.
It is important that the account be carefully examined,
Requests for additional information or questions or objections
can be discussed with:
Robert C. Saidis, Esquire
Saidis, Shuff & Masland
2109 Market Street
SAIDIS nqulll:) Camp Hill, PA 17011
SHUFF, FLOWER '..1 ' >jIG:)
& LINDSAY [717J 737-3405
AITORNEYS.AToU.W
2109 Market Street 6(: Ed 6- d3S \10.
Camp Hill, PA
:na:j
J..1 u'let!
II
I
SUMMARy
Proposed Distribution to Beneficiaries $113,735.15
Page
No,
PRINCIPAL:
Receipts 3 $419,399.40
Net Gain on
Sales 3 21,851.69
Less Disbursements 4 35,817,14
Distributions to Beneficiaries 5 295,877.00
Principal Balance Remaining $109,556,95
INCOME:
Receipts 6 4,255,87
Less Disbursements 6 77.67
Distributions to Beneficiaries 7 0.00
Income Balance Remaining 4,178,20
Combined Balance Remaining $113,735.15
SAIDIS
SHUFF, FLOWER
& LINDSAY
AlTORNEYS.AT.LAW
2109 Market Street
CiIlTlp Hill, PA
2
PRrNCrPAL RECErPTS
Per copy of Inventory attached $419,100.36
Deposit to PNC account subsequent to death 299.04
TOTAL PRrNCrPAL RECErPTS $419,399.40
GArN OR LOSS ON SALE
Gain Loss
08/15/03 Sale of Bank Hapoalim, NY CD, 49,000 at 102,155
Proceeds of sale 50,206.66
Inventory Value 50,283,80 77.14
08/15/03 Sale of Bank Hapoalim, NY CD, 48,000 at 102,053
Proceeds of sale 49,112.84
Inventory Value 48,993,52 119,32
08/18/03 Sale of 1798 shares Fulton Financial at 20.41
Proceeds of Sale 38,521.67 7,344,35
Inventory Value 31,177,32
08/18/03 Sale of 1632 shares Wachovia Corp. at 43,55
Proceeds of Sale 71,062,92
Inventory Value 56,597.76 14,465,16
TOTAL GArN ON SALE OR OTHER DrSPOSrTrON $21,851. 69
SAlOIS
SHUFF, FLOWER
& LINDSAY
ATTORNEYS-AT-lAW
2109 Market Street
Camp Hill, PA
3
II
I
I,
II
I PRINCIPAL DISBURSEMENTS
2003
April 04 Alert Pharmacy, medical expense 59,35
Hollinger Funeral Home, funeral expenses 8,100,90
Cumberland Crossings, nursing home bill 4,425,00
Cumberland Law Journal, estate notice 75.00
05 Cumberland Crossings, nursing home bill 3,580,00
10 PNC Bank, check fee 48,80
21 Rowe's Auction Service, commission 163,00
24 Carlisle Regional Medical Center 185,62
May 19 PNC Bank, safe deposit box rent 18,00
June 02 Register of Wills, short certificate 3,00
The Sentinel, estate notice 105,53
Saidis, Shuff, Flower & Lindsay, reimbursement
for costs advanced 372.00
Register of Wills, Agent, discount tax payment 3,100,00
27 PNC Bank, service charge 20,00
July 21 Carlisle Imaging, medical expense 20,86
30 PNC Bank, service charge 20,00
31 Mailboxes, etc. , shipping costs for personalty 23.88
Aug. 14 PNC Bank, check fee 48,80
Aug, 18 Merrill Lynch, costs to sell bank stocks 1,025,62
26 Saidis, Shuff , Flower & Lindsay, reimbursement
for shipping costs 813,21
Sept, 15 Saidis, Shuff , Flower & Lindsay, attorney
fees for acting as Power of Attorney prior to
death 408,50
16 UPS, ship personal items to heir 11.50
Oct. 02 Munn's Diamonds, jewelry appraisal 325,00
17 INA, cost for heir search 150.00
Nov. 28 Register of Wills, Agent, inheritance tax due 318.39
register of Wills, filing fee for return 15.00
Dec. 4 Saidis, Shuff, Flower & Lindsay, executor's
cormnission, plus reimbursement for costs 4,965.00
29 UPS Store, ship jewelry 60,18
SAIDIS 2004
SHUFF, FLOWER
& LINDSAY
AlTORNEYSoAToU.W Jan, 4 Register of Wills, short certificate 3.00
2109 Markel Street Register of Wills, filing fee for supplemental
Camp II ill , PA return 15,00
4
I
ITEMS TO
BE DISBURSED:
Robert C. Saidis, Esquire, balance of Executor's
commission 5,337.00
Reserve for filing fees and balance of
tax liabilities 2,000.00
TOTAL PRINCIPAL DISBURSEMENTS $37,620.14
DISTRIBUTIONS TO BENEFICIARIES
Aug. 18, 2003, Distributions to Charities:
The Masonic Home 30,000,00
Shriner's Hospital (Cincinnati Unit of the
Burn Center) 25,000.00
University of Sciences in Philadelphia 60,000.00
Harris Street United Methodist Church 15,000.00
Mt. Holly United Methodist Church 30,000,00
Zembo Shriners 10,000.00
Harrisburg Consistory Heritage Builders Fund 10,000.00
Citizens Fire Company of Mt, Holly Springs 5,000,00
SPCA 1,000.00
Keystone Area Council Boy Scouts of America 500,00
Hemlock Council of the Girl Scouts of America 500.00
Amelia S. Given Library 15,000,00
Bethesda Mission 15,000.00
Salvation Army 15,000,00
Shriners Hospitals for Children 25,000,00
Pinnacle Health Foundation 15,000.00
August 18, 2003, distribution to individuals:
Louise S, Miller 10,000,00
Mona Marie Roach 2,000,00
Richard Miller 2,000,00
SAIDIS Kathy Brooks 2,000.00
SHUFF, FLOWER John David Kline 2,000,00
& LINDSAY Mark Miller 2,000.00
A rrORNEYS.A ToLA W
2109 Market Street
CJmp Hill, PA
5
I
In-kind distribution of wood tables and chair to
Mark Miller, valued at 315,00
In-kind distribution of jewelry to Mary Gallagher,
valued at 1,781.00
In-kind distribution of jewelry to Frances E,
Reynolds, valued at 1,781.00
TOTAL DISTRIBUTIONS TO BENEFICIARIES $295,877.00
INCOME RECEIPTS
PNC Bank, accrued interest from decedent's account 8,29
PNC Bank, interest on estate checking account:
04/29/03 5.26
05/19/03 2.98
06/27/03 1. 55
07/30/03 1.25
08/28/03 6.12
09/29/03 24.29
10/30/03 14.90
11/26/03 9.12
12/30/03 10.49
01/29/04 8.89
02/26/04 13 ,69
03/30/04 16.14
04/29/04 14,68
OS/27/04 13,70 143,06
PNC Bank, interest on estate Money Market account:
SAIDIS 05/19/03 56,35
SHUFF, FLOWER 06/18/03 36,80
& LINDSAY 07/18/03 32,42
ATIORNEYSoATou\W
2109 Markel Street 08/19/03 24.11 149.68
Camp Hill, PA
6
I
Commerce Bank, interest on Certificates of Deposit 369.13
Merrill Lynch, account #872-55805:
Interest Income-
March, 2003 67,65
April , 2003 63.68
May, 2003 61.76
June, 2003 31. 53
July, 2003 1,869,13
Aug. , 2003 22.74 2,116.49
Dividend Income-
March, 2003 424.32
April , 2003 269,70
June, 2003 473.28
July, 2003 301. 92 1,469,22
TOTAL INCOME RECEIPTS $4.255.87
INCOME DISBURSMENTS
PNC Bank, withholding on estate checking account:
04/29/03 1. 57
05/19/03 ,89
06/27/03 .43
07/30/03 .35
08/28/03 1. 71
09/29/03 6,80
10/30/03 4,17
11/26/03 2,55
12/30/03 2,93
01/29/04 2,48
02/26/04 3,83
SAIDIS 03/30/04 4.51
SHUFF, FLOWER 04/29/04 4,11
& LINDSAY
A TIURNEYS.A ToU. w OS/27/04 3.83 40,16
2109 Market Street
Camp Hill, PA
7
II
I'
i'
il
II
II
PNC Bank, withholding on estate money market account:
05/19/03 11.39
06/18/03 10.30
07/18/03 9.07
08/19/03 6,75 37.51
TOTAL INCOME DISBURSEMENTS $77.67
DISTRIBUTIONS TO BENEFICARIES
TOTAL INCOME DISTRIBUTIONS TO BENEFICIARIES $0.00
SAID IS
SHUFF, FLOWER
& LINDSAY
AlTORNEYS-AT-G\W
2109 M.uket Street
Camp Hill, PA
8
:1
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF CUMBERLAND )
Robert C, Saidis, Esquire, Executor of the Estate of Frances
M. Kline, hereby declares under oath that he has fully and
faithfully discharged the duties of his office; that the
foregoing First and Final Account is true and correct and fully
discloses all significant transactions occurring during the
accounting period; that all known claims against the estate have
been paid in full; that, to his knowledge, there are no claims
now outstanding against the estate; and that all taxes presently
due from the estate have been paid, ~S'idi'
Sworn to and subscribed before me
.sf"
this I day oclfJlm/ltr, 2004,
~
' i.i' '// (. (
Notary Public
M NWEALTH F PE
Notarial Seal
Sallie. Allshouse, Notary Public
C8II1p Hill ~. Cumberland CounJl)
My Commission Expires Mar, 29, 2 .
SAID IS
SHUFF, FLOWER
& LINDSAY
ATIQRNEYSoAToLAW
2109 Market Street
Camp Hill, PA
9
THE ESTATE OF FRANCES M. KLINE
Schedule of Proposed Distribution
COMBINED BALANCE REMAINING $113,735.15
In accordance with paragraph SIXTH of the Last Will and
Testament of Frances M. Kline, "".all the rest, residue and
remainder of my estate, whether real, personal, or mixed, of
whatever nature and wheresoever situated in the following
percentages: ... "
20% to MASONIC HOME, Elizabethtown, PA $22,747,03
20% to CINCINNATI SHRINE BURNS HOSPITAL (now Shriner's
Hospitals for Children), Cincinnati, OH $22,747.03
20% to SHRINE CRIPPLED CHILDREN'S HOSPITAL (now Shriner's
Hospitals for Children), Philadelphia, PA $22,747.03
20% to HARRIS STREET UNITED METHODIST CHURCH, Harrisburg,
PA $22,747,03
20% to MT. HOLLY SPRINGS UNITED METHODIST CHURCH, Mt. Holly
Springs, PA $22,747,03
SAIDIS
SHUFF, FLOWER
& LINDSAY
AlTORNEYS.AT.LAW
2109 Markel Street
Camp Hill, PA
10
.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF: :
FRANCES M, KLINE, : No. 21-03-0252
Deceased :
Late of South Middleton Township : Social Security 182-01-4264
INVENTORY
l. PNC Bank, checking account no. 5140186639 56,330.87
2 . Capital Blue Cross, refund of premium 189,14
3. Personal property (values based on sale prices) 467,00
4 , Jewelry, per appraisal 3,562,00
5, Inlaid wood tables (2 at $115.00 each) & cane chair
(at $85.00) 315,00
6, Merrill Lynch account no, 872-52203:
Merrill Lynch Bank USA, cash 123,412,00
48000 CD Bank Hapoalim, NY at 102,049 48,983,52
50000 CD Bank Hapoalim, NY at 102,620 50,283,80
1,798 sh. Fulton Financial Corp.
at 17,34 per share 31,177.32
1,632 sh, Wachovia Corp., at
34,68 per share 56,597,76 310,454.40
7. Dept. of Revenue, 2002 income tax refund 193,00
8. IRS, 2003 income tax refund 59.00
9, Commerce Bank, CD, #100291 20,000,00
10, Commerce Bank, CD, #100446 27,293.95
accrued interest 123.33
11. Refund from Cumberland Crossings 112,67
TOTAL $419,100.36
EXHffilT "A"
. .
. .
'CI;, ..."rtily that w(itten no!l"" of the filing of
, Acco,,'f1i, and of the dam. time and place
. 9n the same will be presented to the Court
, confilmalion and of the lest day to file written
., &;i,or,s to said Acoount, hell been given to
",,'{ unp8ld cIaiment and to every other per80n
",own to the accounlanl to heve or claim an
",nest :n the estate as credit Of, beneficiary,
!f or naxt of kin.
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COMMONWEALTH OF PENNSYLVANIA '* I
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX REV-I547 EX AFP 101-05)
iIims DATE 02-09-2004
, ESTATE OF KLINE FRANCES M
DATE OF DEATH 03-05-2003
. EB 13 P 3 :32 FILE NUMBER 21 03-0252
04 F COUNTY CUMBERLAND
ROBERT C SAIDIS ACN 101
SAIDIS ETAL ',','r.,'" ','..".".."" Court I A.~t __lttod I
2109 MARKET ST \.,i,:,;, ,..;;nd Co. PA
CAMP HILL PAC\t;qR''''Hd_'
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 ~
REV =iS4-j-EX-AFP-foY:oiY-NoTicE--oF-YNHER-iTAifcE-TAx-A-PPRA-isEMENT~--Ai:.l-OWAiicE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KLINE FRANCES M FILE NO. 21 03-0252 ACN 101 DATE 02-09-2004
TAX RETURN WAS: [X) ACCEPTED AS FILED [) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate [Schedule A) (1).00 NOTE: To insure proper
2. Stocks and Bonds [Schedule B) (2).00 credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) (3) .00 subllit the upper portion
4. Hortgages/Notes Receivable [Schedule D) (4) .00 of this forll with your
5. Cash/Bank Deposits/Hisc. Personal Property [Schedule E) (5) 47 ,417 .28 tax paYllent.
6. Jointly Owned Property [Schedule F) (6) .00
7. Transfers [Schedule G) (7) .00
8. Total Assets (8) 47,417.28
APPROVED DEDUCTIONS AND EXEMPTIONS: 63.18
9. Funeral Expenses/Adll. Costs/Hisc. Expenses [Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens [Schedule I) (10) .00
11. Total Deductions (11) 63 18
12. Net Value of Tax Return (12) 47,354.10
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts [Schedule J) (13) 47,354.10
14. Net Value of Estate Subject to Tax (14) 23,877.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate (18) 23,877.00 X 15 = 3,581.55
19. Principal Tax Due (19)= 3,581 .55
TAX CREDITS:
l+j
DATE NVHBER INTEREST/PEN PAID [_) AHOUNT PAID
06-04-2003 CD002651 163.16 3,100.00
12-01-2003 CD003302 .00 318.39
TOTAL TAX CREDIT 3,581.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~'7/
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU HAY BE DU V
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
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'An th6 same will be presented to !he Coun =+=J., ~ ::
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i .,a;tions to 118id Aooount. has been given to ~ ""
' ',;,,-v unpBld cIaimanl and 10 every othllf person ~ ':
'"own 10 the accoontant to have or claim an~'f ? 2 .;
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\1,~ Ii) r;'~iJ; .....1: ,:') ,,'-~r,:);, '::'t::.:,:...; i~'-l. Ap,t.lOCJ ~9.Je4 J
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Frances M. Kline
Date of Death: March 5, 2003
Will No. 21-03-0252 Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans I
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 ~i No
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 ~i No ___
b. The separate Orphans 1 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 __i No X
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. hed to this report.
/......./
Date, 1//;s10f /
/ I Signa
Name: Robert C. Saidis, Esquire
I.D. No. 21458
SAIDIS, SHUFF, FLOWER & LINDSAY
D 2109 Market Street
:': Camp Hill, PA 17011
(717) 737-3405
~ Capacity: __ Personal Representative
X Counsel for Personal Representative
~