HomeMy WebLinkAbout03-0977 Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of MARGARET H. ATKINSON No. ~.?--L~)~'- ~ ¢ 2
Also known as , Deceased Social Security No. 211-22-3092
LAWRENCE R. A TK/NSON, ///
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of
~ the Decedent, dated June 24, 2002
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 to victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(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:
Name Relationship Ri~sidence
COMPLETE IN ALL CASES: Attach additional sheets if necessary.
Decedent was domiciled at death in ~ County, Pennsylvania, with her last family or principal residence at
' ....... . ............................ , " .... ' I"/oO '/
(List street, number and municipality) ]¢...,~. , i ,
Decedent, then 74 years of age, died November 11,2003, at Hospice of Central PA, Harrisburq, Dauphin County,
Pennsylvania
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property ..................................................................... $ 1,000.00
(If not domiciled in PA) Personal property in Pennsylvania ..................................... $
(If not domiciled in PA) Personal property in County .................................................... $
Value of real estate in Pennsylvania ...................................................................................................................... $
Total ......................................................................................................... $ 1,000.00
Real Estate situated as follows:
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Signature,/"p . ,,,.7 ,,~ J Typed or printed name and residence
~ ~// // -~ ~' J Lawrence R. Atkinson, III
..-~ 1290 Kuhn Road
I
Boiling Springs, PA 17007
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Dauphin
The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner/~d that, as personal representative of the
Decedent, Pet~boner' ' w~ll' well and truly administer the estate~fa~ording
Sworn to and affirmed and subscribed
.~... ~,,~., ([~l'~r~nce R. Atkinson, III
Before me this ~'~ day of
No.
Estate of MARGARET H. ATKINSON , Deceased
Social Security No: 211-22-3092 Date of Death: November 11,2003
( __
AND NOW, ~_. LZ/.~.~-,~./ .~_k~--~ ,2003, in consideration of the Petition on the reverse
side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [] Testamentary of Administration
d.b.n,c.t.a.; pendente lite; durante absentia; durante minoritate
are hereby granted to Lawrence R. Atkinson, III in the above estate and that the
instrument(s) dated June 24th, 2002 and described in the Petition be admitted to probate and filed of
record as the last Will of the Decedent.
FEES
Letters ........................... $ /2~...~
R~g~ter of Will-s(' ...... i ~ '- '~ / .
Short Certificate(s) $
Renunciation .............. $
Affidavit ( ) .................. $
Extra Pages ( ) ....... $
Codicil ............................ $
JCP Fee ....................... $ /O.,¢~ Attorney: RICHARD W. STEWART, ESQUIRE
Inventory ...................... $ I.D. No: 18039
Other .............................. $ Address: Johnson, Duffle, Stewart & Weidner,
301 Market Street, P.O. Box 109, Lemoyne, PA 17043-
TOTAL ......... $ _-~¢+ ¢-;,~ ¢? Telephone: 717-761-4540
HI05,805 REV 9t86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to; the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 9650443 1 8200:t
No. ' ~ Date
;43Rev 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
: ~ ' '~' " ~: ~ OT~ "
_. ] . I I ~ ~"~'~ I~,-~~.- .....
D~phrn ]~ Harrrsb~g
~u& ,..~.PA ~ ,,..O m.~, Lower Paxton
1701 LZnglestown Road ~s,~
H~r&b~g, PA 17110
T. Irving Ho~ [~'~
Atklnson ~'s~~.c~
[~ 1290 Kuhn Ro~, Bor~in~ S~ings, PA 17007
~ ~~ ~[a~. /~- (~- ~ ~ PA Crematory L~, Harrrsb~g,' PA 17109
~ la~. ~ [~I00 Jonestown R~, ~r~g,vp~u 'IV109
..............
m~ as sl~t~ .......................
~ '~ ~ I~,~,/~J ,. ~ ~~"
012949-00001/6.20.02/RWS/KLT/158581.2
of
MARGARET H. ATKINSON
I, MARGARET H. ATKINSON, of 1240 Kuhn Road, Boiling Springs, Cumberland County, and
Commonwealth of Pennsylvania, declare this to be my last Will and revoke any Will previously made by
me.
ITEM I. I bequeath my automobiles, household and personal effects, and other tangible personalty
of like nature (not including cash or securities), together with any existing insurance thereon, to my
husband, LAWRENCE R. ATKINSON, HI, if he survives me by thirty (30) days. Should my husband,
LAWRENCE R. ATKINSON, IH, not be living on the thirty-first (31 st) day after my death, I bequeath
such tangible personalty and insurance thereon to such of my children, LAWRENCE R. ATKINSON, IV,
BARBARA LYNN ATKINSON WALTON and ROBERT HOWE ATKINSON, as are living on the
thirty-first (31 st) day after my death, to be divided among them by my executor with due regard for their
personal preferences in as nearly equal shares as practical.
ITEM II. I devise and bequeath the residue of my estate of every nature and wherever situate,
including any property over which I shall have any power of appointment, to PNC Bank, National
Association, of Camp Hill, Cumberland County, Pennsylvania, to be added to and thereafter treated as a part
of that certain revocable trust created by me on ~ ~,~ 2 '-/ ,2002, to have and to hold, IN
TRUST, for any uses and purposes and subject to the terms and provisions thereof, including any alterations
or amendments thereto, or any other inter vivos trust which may thereafter be substituted therefor.
ITEM III. I appoint PNC Bank, National Association, of Camp Hill, Pennsylvania, guardian of
any property which passes, either under this Will or otherwise, to a minor and with respect to which I am
authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment
of a guardian shall not apply to property distributable to a minor for whom I have otherwise made special
provision and provided further that this appointment of a guardian shall not supersede the right of any
fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's
benefit. Such guardian shall have the power to use principal as well as income from time to time for the
012949-00001/6.20.02/RWS/KLT/158581.2
minor's support and education (including college education, both graduate and undergraduate) without
regard to his or her parent's ability to provide for such support or education and to make payment for these
purposes, without further responsibility to the minor or to the minor's parent or to any person taking care of
the minor.
ITEM IV. All federal, state and other death taxes payable because of my death, with respect to the
property forming my gross estate for tax purposes, whether or not passing under this Will, including any
interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the
administration of my estate and shall be paid from my residuary estate without apportionment or right of
reimbursement provided that any taxes on the revocable trust created by me on 3 ta Kc ~ ¥ ,
2002, may be paid from the assets of that trust as provided therein.
ITEM V. My executors and guardian shall have the following powers in addition to those vested in
them by law and by other provisions of my Will, applicable to all property, whether principal or income,
including property held for minors, exercisable without court approval, and effective until actual distribution
of all property:
A. To retain any or all of the assets of my estate, real or personal, including any shares of
stock or other securities I may own of the corporate fiduciary or its successors, or of a holding company
controlling the corporate fiduciary or its successor, without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification.
B. To invest in all forms of property (including stock or other securities of the corporate
fiduciary or its successor, or of a holding company controlling the corporate fiduciary or its successor, and
common trust funds and mortgage investment funds whether maintained by my corporate fiduciary or its
successors or others), without restriction to investments authorized for Pennsylvania fiduciaries, as they
deem proper, without regard to any principle of diversification.
C. To sell at public or private sale, to exchange, or to lease for any period of time, any real
or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms
or conditions as they deem proper.
012949-00001/6.20.02/RWS/KLT/158581.2
D. To allocate receipts and expenses to principal or income or partly to each as they from
time to time think proper.
E. To borrow from, or sell to, the trustee under my inter vivos trust mentioned above, even
though such trustee may be my executor.
F. To join with my husband, LAWRENCE R. ATKINSON, III, or his personal
representative in filing a joint income tax return without requiring him or his estate to indemnify my estate
against liability for the tax attributable to her income and to consent to any gifts made by my husband during
my lifetime being treated as having been made one-half by me for purposes of the federal gift tax law.
ITEM VI. I appoint my husband, LAWRENCE R. ATKINSON, III, Executor of this my last
Will. Should my husband, LAWRENCE R. ATKINSON, III, fail to qualify or cease to act as Executor, I
appoint PNC BANK, NATIONAL ASSOCIATION, and LAWRENCE R. ATKINSON, IV, Executors
of this my last Will.
ITEM VII. My corporate fiduciary shall be entitled to compensation based on its regular schedule
of fees for such services in effect from time to time during the period over which its services are performed.
ITEM VIII. I direct that my executors and guardian shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this ~$t/e't~ day of
-,~ t~ ~ s_ _, 2002.
· ,. )
i[/I3d~(~}~l~T H. ATK~SON - -
012949-00001/6.20.02/RWS/KLT/158581.2
SIGNED, SEALED, PUBLISHED AND DECLARED, by MARGARET H. ATKINSON, the
Testatrix above named, as and for her Last Will and Testament and in the presence of us, who, at her
request, in her presence and in the presence of each other, have subscribed our names as witnesses.
Witness Address
Witness Address
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF CUMBERLAND :
I, MARGARET H. ATKINSON, Testatrix, whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me, by MARGARET H. ATKINSON, the
Testatrix, this,nYS/;~0, day of ~._~?t~ ,2002.
012949-00001/6.20.02/RWS/KLT/158581.2
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF CUMBERLAND :
We, I~.,~lna,.l[ ~O ~V and &f~/ ~'-7~xc,e,t$/ct, the witnesses whose
names are signed to the foregoing instrument, being duly qualified according to law, do depose and say
that we were present and saw the Testatrix sign and execute the foregoing instrument as her Last Will and
Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses;
and that to the best of our knowledge, the Testatrix was at that time at least 18 years of age, of sound mind
and under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me by ~d/'{//~x5 dx~7,. ~T~~ and
~~ ~: ~Off~/~'~/ , wimesses, this ~ day of ,2002.
~ota~ Public
['"'"",~ --'"Not~: , iai Se
I ,, c, aro/A Lei~,' .... al
I · ?a_mp/on ~-~vp'~"~'j~ot, ary PUblic
~ ', umDertand County
anonotNotanes
of
MARGARET H. ATKINSON
JOHNSON, DUFFIE, STEWART
& WEIDNER
ATTORNEYS AT LAW
LEMOYNE, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: MARGARET H. ATKINSON
Date of Death: NOVEMBER 11, 2003
Will No.: 2003-00977
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
January 6, 2004.
Name Address
LAWRENCE R. ATKINSON, III 1290 Kuhn Road
Boiling Springs, PA 17007
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None.
Date: January 6;2004
Signature
Name RICHARD W. STEWART
Johnson, Duffle, Stewart & Weidner
Address 301 Market St.
P. O. Box 109
Lemoyne, PA 17043-0109
Telephone (717) 761-4540
-'< Capacity:
. Counsel for perso'l~al representative
: INHERITANCE TAX RETURN F'LB"UMs=4 -
~,,,,. ~, RESIDENT DECEDENT 21 03 00977
ATK_TTN'SON, DE~EDENT'S NAMEMARGARET (LAST. FIRST, AND H.MIDDLE INITIAL) ' 2 SOCIAL ] 1 - 2~C[~RITY 2 - 3 0 9 2 NUMBER
~O~ (M~M~ - DATE OF BIRTH (MM-DD-YEAR) .... THi~ RE'r~I~N~u~'~-FI'L ED IN DU P I.i~ATE WI~ TH ~
REGISTER OF WILLS
~i~ API~LrCABLEi~E'S NAME ( LAm, FIRm AND MIDDLE INITIAl.) SOCIAL SECURITY NUMBER -
At'insert, 111, Lawrence R. 146 - ] 2- 5241
12H2-82) [] 5. Federal EstateTax Return Required
[] 6. Decedent Died Testate (Attach copy D 7, DecedentMaintainedaLivingTnJst(Altach 0 8. TotalNumberofSafeDeqosttBoxes
I'--I 9. Litigation Proceeds Received [] 10. Spousal Povedy Credit (dale of de~th between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O)
~AME COMPLETE MAILING ADDRESS
:IRM NAME (If eppllcable) i
Johnson, Duffle, Stewart & Weidner P.O. Box 109
rELEPHOR~ IquMBER Lemoyne, PA 17043
717/761-4540 ....
1. Real Estate (Schedule A) (1) None .C~ OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) None c._
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ..... N one
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, BaRk Deposits & Miscellaneous Personal Property (5) 1,000.00
(Schedule E) .....
6. Jointly Owned Property (Schedule F) (6) None
{--{ Separate Billing Requested --
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 75,247.00
(Schedule G or L)
8. Total Gross Assets(total Lines 1-7) (8) 76,247.00
9. Funeral Expenses & Administrative Costs (Schedule H) (g) 4,062.75
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions(total Lines 9 & 10) (11) 4,062.75
12. Net Value of Estste(LIne 8 minus Line 11) (12) 72, 184.25
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax(Line 12 minus Line 13) (14) 72, ] ~4.
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, ],000.00 x .00 (15) 0.00
or transfers under Sec. 9116(a)(1.2)
It. Amount ct Line 14 taxable at lineal rata 71,184.25 x .045 (16) 3,203.29
17.Amount of Line 14 taxable at sibling rate x ,12 (17)
18. Amount of Line 14 taxable at co~lateral rate x .15 (18)
19. Tax Due (19) 3,203.29
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
I ~TREET ADDRESS 1290 Kuhn Road
dITY Boiling Springs l~TATE ~' }ZIP 17003"'
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 3,2~3.29
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) 0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3} _ 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (4)
Check box on Page t Line 20 to request a refund
5. If Line l + Line 3 is greater than Line 2, enter the difference. ThislstheTAXDUE (5) 3,203.29
A. Enter the interest on the tax due. (SA) ....
B. Enter the teta[ of Line 5 + 5A. This Is the/BALANCE DUE (SB) 3
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ................................
c. retain a reversionary interest; si ..........................................................................................................
d. receive the promise for life of either payments, benefits or care?. ..........................................................
2.If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .................................................................................................................
3. Did decedent own an fin trust for" or payable upon death bank account or security at his or her death? ....... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probats property which
contains a beneficiary designation?. ..................................... [] []
IF THE.ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE T AS PART OF THE RETURN.
SlGNATU RSON RESPONSlBL OR FI lNG RETURN ADDRESS ~TE
Richard W. Stewart
P.O. Box 109
I~moyne, PA 17043
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 stetetedoes 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 rata 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 stepparant 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 tmnstere 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.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
~,~ o~ ~..s~v~.,A PERSONAL PROPERTY
EETATE OF FILE NUMBER
ATKINSON, MARGARET H. 21 - 03 - 00977
Include the proceeds of litigation and the date the proceeds were received by the estateC),ll property Jointly-owned with the right of
eurvlvomhlp must be disclosed on echedule F.
ITEM vALuE AT DATE OF
NUMBER DESCRIPTION DEATH
PHC Bank Individual Checking Account 1,000.00
TOTAL (Also enter on Line 5, Recapitulation) 1,000.00
'~ l SCHEDULE G I
INTER-VI. VpOS TRANSFERS &
CO~'"~NOHNFE~T~jE~:"N~Nj~"L"V^N~ MISC. NON PROBATE PROPERTY
ESTATE OF FILE NUMBER
ATKINSON, MARGARET H. 21 - 03 - 00977
This schedule must be completed and filed If the answer to a~ny of questions 1 thee, h 4 on Pag? ~S yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF
Inciudethenameoftt~lransf~'ee. thg4rrelationshlptodecedentandthedetaof~ransfer VALUE OFASSET iNTEREST IFAPPLICABLE
NUMBER Attach a copy of the deed for real estate. DECD'S EXCLUSION TAXABLE VALUE
I Lincoln Fi~ci~r'~u~A~i~ C~0-~a~t-N~mber 75,247.0( 75,247.00
98-544O2O9
Beneficiaries: Robert Atkinson, Son
Lawrence R. Atkinson, Son
Barbara Walton, Daughter
TOTAL (Also enter on line 7, Recapitulation) 75,247.00
ESTATE OF FILE NUMBER
ATKINSON, MARGARET H. 21 - 03 - 00977
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL'~-X~E-NsES:
1 Church Services Costs 100.00
2 Cremation and Burial Costs 670.00
B. ADMINISTRATIVE COSTS:
1. Pemonal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State ~ Zip
Year(s) Commission paid
2. Attorney's Fees Johnson, Duffle, Stewart & Weidner 3,000.00
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 Cumberland County Register of Wills 70.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7, Other Administrative Costs
I Ctm'~berland Law Journal - Notice of Estate Administration 75.00
2 The Patriot News - Notice of Estate Administration 127.75
Total of Continuation Schedule(s) 20.00
TOTAL (Also enter on line 9, Recapitulation) 4,062.75
SchedubH
COMMONWEALTH OF PENNSYLVANtA
INHERITANCE TAX RETURN ~ ~ ~
RESIDENT DECEC;ENT
ESTATE OF FILE NUMBER
ATKINSON, MARGARET H. 21 - 03 - 00977
3 Cumberland County Register of Wills - Filing Fees 20.00
Page 2 of Schedule H
'~lJl~' SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
ESTATE OF FILE NUMBER
ATKINSON, MARGARET H. 21 - 03 - 00977
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (Include outright spousal distributions)
I Lawrence Atkinson Spouse Estate
2 Robert Atkinson Son I/3 of Lincoln
13718 West 76th Circle Financial Annuity
Lenexa, Kansas 66216
3 Lawrence R. Atklnson Son 1/3 of Lincoln
6646 Barnaby SWeet NW Financial Annuity
Washington DC 20015
4 Barbara A. Walton Daughter I/3 of Lincoln
1420 South Mountain Road Financial Annuity
Dillsburg, PA 17019
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover she,
II, NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE
East : ill e tarnent
of
MARGARET Il. ATKINSON
I, MARGARET FI. ATKINSON, of 1240 Kuhn Road, Boiling Springs, Cumberland County, and
Commonwealth of Pennsylvania, declare this to be my last Will and revoke any Will previously made by
me.
ITEM I. I bequeath my automobiles, household and personal effects, and other tangible personalty
of like nature (not including cash or securities), together with any existing insurance thereon, to my
husband, LAWRENCE R. ATKINSON, III, if he surxdves me by thirty (30) days. Should my husband,
LAWRENCE R. ATKINSON, m, not be living on the thirty-first (31st) day after my death, I bequeath
such tangible personalty and insurance thereon to such of my children, LAWRENCE R. ATKINSON, IV,
BARBARA LYNN ATKINSON WALTON and ROBERT HOWE ATKINSON, as are living on the
thirty-ftrst (31st) day after my death, to be divided among them by my executor with due regard for their
personal preferences in as nearly equal shares as practical.
ITEM II. I devise and bequeath the residue of my estate of every nature and wherever situate,
including any property over which I shall have any power of appointment, to PNC Bank, National
Association, of Camp Hill, Cumberland County, Pennsylvania, to be added to and thereafter treated as a part
of that certain revocable trust created by me on ~ ~-~- 2 '4 ., 2002, to have and to hold, 13I
TRUST, for any uses and purposes and subject to the terms and provisions thereof, including any alterations
or amendments thereto, or any other inter vivos trust which may thereafter be substituted therefor.
ITEM m. I appoint PNC Bank, National Association, of Camp Hill, Pennsylvania, guardian of
any property which passes, either under this Will or otherwise, to a minor and with respect to which I am
authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment
of a guardian shall not apply to property distributable to a minor for whom I have otherwise made special
provision and provided further that this appointment of a guardian shall not supersede the right of any
fiduciary in its discretion to dislribute a share where possible to the minor or to another for the minor's
benefit. Such guardian shall have the power to use principal as well as income from time to time for the
minor's support and education (including college education, both graduate and undergraduate) without
regard to his or her parent's ability to provide for such support or education and to make payment for these
purposes, without further responsibility to the minor or to the minor's parent or to any person taking care of
the minor.
ITEM IV. All federal, state and other death taxes payable because of my death, with respect to the
property forming my gross estate for tax purposes, ,whether or not passing under this Will, including any
interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the
administration of my estate and shall be paid from my residuary estate without apportionment or right of
reimbursement provided that any taxes on the revocable trust created by me on 3 ~a ~- ~ ¥
2002, may be paid from the assets of that trust as provided therein.
ITEM V. My executors and guardian shall have the following powers in addition to those vested in
them by law and by other provisions of my Will, applicable to all property, whether principal or income,
including property held for minors, exercisable without court approval, and effective until actual distribution
of all property:
A. To retain any or all of the assets of my estate, real or personal, including any shares of
stock or other securities I may own of the corporate fiduciary or its successors, or of a holding company
controlling the corporate fiduciary or its successor, without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification.
B. To invest in all forms of property (including stock or other securities of the corporate
fiduciary or its successor, or of a holding company controlling the corporate fiduciary or its successor, and
common trust funds and mortgage investment funds whether maintained by my corporate fiduciary or its
successors or others), without restriction to investments authorized for Pennsylvania fiduciaries, as they
deem proper, without regard to any principle of diversification.
C. To sell at public or private sale, to exchange, or to lease for any period of time, any real
or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms
or conditions as they deem proper.
D. To allocate receipts and expenses to principal or income or partly to each as they fi-om
time to time think proper.
E. To borrow from, or sell to, the trustee under my inter vivos trust mentioned above, even
though such trustee may be my executor.
F. To join with my husband, LAWRENCE R. ATKINSON, III; or his personal
representative in filing a joint income tax return without requiring him or his estate to indemnify my estate
against liability for the tax attributable to her income and to consent to any gifts made by my husband during
my lifetime being treated as having been made one-half by me for purposes of the federal gift tax law.
ITEM VI. I appoint my husband, LAWRENCE R. ATKINSON, m, Executor of this my last
Will. Should my husband, LAWRENCE R. ATK1NSON, IH, fail to qualify or cease to act as Executor, I
appoint PNC BANK, NATIONAL ASSOCIATION, and LAWRENCE R. ATKINSON, IV, Executors
of this my last Will.
ITEM VII. My corporate fiduciary shall be entitled to compensation based on its regular schedule
of fees for such serrates in effect from time to time dtmng the period over which its services are performed.
ITEM VIII. I direct that my executors and guardian shall not be required to g/ve bond for the
faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this ,,~t, day of
"~ ~ ~,.~ ,2002.
f~kO. GAP~T H. ^TKrNSON
SIGNED, SEALED, PUBLISllED AND DECLARED, by MARGARET H. ATKINSON, the
Testatrix above named, as and for her Last Will and Testament and in the presence of us, who, at her
request, in her presence and in the presence of each other, have subscribed our names as witnesses.
Witness Address
Witness Address
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA :
:SS:
COUNTY OF CUMBERLAP/D :
I, MARGARET It. ATKINSON, Testatrix, whose name is signed to the foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
u. AZrn, SON
Sworn to or affirmed and acknowledged before me, by MARGARET H. ATKINSON, the
Testatrix, this,~day of -,._.~r~,~?,~ ,2002.
~'~qotary Public /
Notary Publi
~plres Nov. 15, 2003
AFFIDAVIT
COMMONVgEALTIt OF PENNSYLVANIA :
:SS:
COUNTY OF CUMBERLAND :
We, I{~,..,l eO ~..,.~' and ~,'~ / $- ~.**,,,~s~:,, the wi~esses whose
names are signed to the foregoing instrument, being duly qualified according to law, do depose and say
that we were present and saw the Testatrix sign and execute the foregoing instrument as her Last Will and
Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as wimesses;
and that to the best of our knowledge, the Testatrix was at that time at least 18 years of age, of sound mind
and under no constraint or undue influence.
Sworn to or affn-rned and subscribed to before me by ~/~/~Z5 (~ .. ~(~ and
~ ~/ ~ff~/~-~/ , wimesses, ~is ~y of ,2002.
~o~ Public ~/
of
MARGARET H. ATKINSON
JOHNSON, DU~I~IE, STEWART
& WEIDNER
LEMOYNE, PENNSYLVANIA
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of ATKINSON, MARGARET H. No. 21 - 03 - 00977
also known as Date of Death I 1/11/2003
, Deceased Social Security No. 211-22-3092
Lawrence R. Atkinson, III
The Personal Representative(s) of the above Estate, deceased, vedty that the items appearing lo the following Invento~
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verity that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Personal Representati~e~ ,.~
Attorney: Richard W. Stewart Signature)' ~_~-~
(~EawJence R. Atkinson, III
I.D. No.: 18039 Signature:
Signature:
Address: P.O. Box 109 Address: 1290 Kuhn Road
Lemoyne, PA 17043 Boiling Springs, PA 17007
Telephone: 717/761-4540 Telephone: 717-258-6577
PNC Bank Individual Checking Account 1,000.00
Total Personal Pr0~perty c:; $t,000.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate $1,000.9,
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128 0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004175
STEWART RICHARD W
3RD & MARKET STREETS
P. O. BOX 109
LEMOYNE, PA 17043
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $3,203.29
ESTATE INFORMATION: SSN: 211-22-3092
FILE NUMBER: 21 03- 0977
DECEDENT NAME: ATKINSON MARGARET H
DATE OF PAYMENT: 07/19/2004
POSTMARK DATE: 07/1 9/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 11 / 11/2003
TOTAL AMOUNT PAID: $3,203.29
REMARKS:
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
LAW OFFICES
JOHNSON, DUFFIE, STEWART & WEIDNER
A Professional Corporation
JERRY R. DUFFLE 301 MARKET STREET
RICHARD W STEWART P.O. BOX 109 HO~CE A. JOHNSON
C. ROYWEIDNER, JR. LEMOYNE, PENNSYLVANIA 17043-0109 F. LEESHIPMAN
EDMUNDG. MYERS P?EBSITE: www.jdsw.com BRUCE.~ GROSSMAN*
DAVID W DELUCE
JEFFERSON ~ SHIPMAN OF COUNSEL
P~4LPH H. WRIGI~, JR.
MARK C. DUFFLE TELEPHONE ?17.7~.~40 ~iijL ~ ? , ~i :'~i :: *Admitted in
JOHN R. NINOSKY FACSIMILE 717-761-3015 New York only
MICHAEL J. CASS1DY E-MAIL: mail~jdsw.com
MELISSA PEEL GREEVY
ROBERTM. WALKER ~'
WADED. MANLEY ~f ,. WRITER'S EXT. NO. 114
E-MAIL dlw~jdsw.com
July 16, 2004
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Margaret H. Atkinson
SSN: 211-22-3092
Date of Death: November 11, 2003
Your File No. 21-03-00977
Dear Register:
Enclosed for filing please find the following documents for the above referenced decedent:
1. 20dginal PA Inheritance Tax Returns. Estate check in the amount of $3,203.29
representing the Inheritance Tax due.
2. Estate check in the amount of $20.00 representing the filing fees for an Inheritance Tax
Retum and Inventory.
3. 2 copies of Pages 1 & 2 of the Pa Inheritance tax return, which we ask that you time-stamp
and return to us in the enclosed envelope.
4. Inventory
5. 2 copies of the Inventory, which we ask that you time stamp and return to us in the
enclosed envelope.
Should you have any questions, please do not hesitate to contact our office. Thank you for you
assistance in this matter.
Very truly yours,
~W~e~an/J6°dNSON' DU~.~~IDNER
Legal Assistant
c: Lawrence Atkinson, III, Executor
#232141
DUFFLE, ~TEWART ~ WEIDNER
ATTORNEYS AT LAW
P. O. BOX 109
LEMOYNE, PENNGyLVANIA 17043
First Class Mail
Register of Wills OFfice
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
JERRY R. DUFFLE
RICItARD ~'~( STEWART OF COUNSEL
C. RoYWEIDNER, JR HORACEA JOHNSON
F [I!E SHIPMAN
EDMUND G. MYERS B UE
MARK C DUFFLE
DUFFLE
MICHAEL ~. CASSIDY
MEIISSA PEEl. GREEVY ~ SgP 29 p 2:09
8optomber 28, 2004
Register of Wills Office
Cumberland County Coudhouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Margaret H. Atkinson
SSN: 211-22-3092
Date of Death: November 11, 2003
Your File No. 21-03-00977
Dear Register:
Enclosed please find Estate Check in the amount of $183.93 representing additional inheritance tax due
on the above referenced Estate. A copy of the assessment from the Department of Revenue is also enclosed.
Please time stamp the enclosed duplicate of this correspondence and return to us in the enclosed self
addressed stamped envelope. Should you have any questions, please do not hesitate to contact our office.
Thank you for you assistance in this matter.
Very truly yours,
/~I'O~SON, DUFFLE, STEWART & WEIDNER
Legal Assistant
c: Lawrence Atkinson, III, Executor
#236231
501 MARKET STREET EO. BOX 109 LEMOYNE. PENNSYLVANIA 17043-0109
WWW. JDSW. COM 717.761.4540 FAX: 717.761.5015 MAIL@JDSW. COM
JOHNSON, DUFFLE, STEWART & WEIDNER, P.C.
COMMONWEALTH OF PENNSYLVANZA
BUREAU OF ZNDZVZDUAL TAXES DEPARTMENT OF REVENUE
HARRISBURG, PA 171ZS-OBO1 NOTICE OF INHERITANCE TAX
APFRAISEHENT~ ALLOWANCE OR DISALLOHANCE
~_~"~"~' DF DEDUCTIONS AND ASSESSMENT OF TAX
~,,~ , DATE 09-20-200q
ESTATE OF ATKINSON MARGARET H
~:: DATE OF DEATH 11-11-2005
FILE NUMDER 21 05-0977
COUNTY CUMBERLAND
RICHARD W STEWART '0~ 5£? 2P P2 :OP ACN 101
JOHNSON ETAL Amount
PO BOX 109
MAKE CHECK PAYABLE AND REMIT PAYMENT TO=
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA ~70I$
CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS
DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF ATKINSON MARGARET H FZLE NO. 21 0~-0977 ACN 101 DATE O9-ZO-Z§O~
TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE ZNTEREST- SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIG/NAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
E, Stocks end Bonds (Schedule B) (2) .00 credit to you~ account,
$. Closely Held ~tock/P~rtnershtp Interest (Schedule C) ($) .00 sub. it *he upper port/on
7. Transfers (Schedule G) (7) d~75rZq7.00/~-
8. Total Assets {S) 76,Iq7.00
APPROVED DEDUCTZONS AND EXEMPTIONS:
~,062.75
12. Net Value of Tax Return (12) 72,18fi.25
NOTE: I~ an assessment was /ssued previously, Zines 1~, 15 and/or 16, 17, 18 and 19
reflect ~igurea that include the tote! a~ ALL returns assesse~ to date.
ASSESSMENT OF TAX:
16. Amoun{ of Lane 1~ {axable a{ L/nell/Class A ra{e (16) 75,Z~7.00 X 0~5 =
TAX CREDZTS:
07-19-Z00~ CD00~175 .00 S,20~.29
INTEREST IS CHARGED THROUGH 10-05-200q TOTAL TAX CREDIT 5,205.29
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE I82.82
REVERSE SIDE OF THIS FORH INTEREST AND PEN. 1.11
TOTAL DUE 18~.9~
~ IF PAID AFTER DATE INDZCATED, SEE REVERSE [ IF TOTAL DUE KS LESS THAN $i, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE KS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.~
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004441
STEWART RICHARD W
3RD & MARKET STREETS
P. O. BOX 109
LEMOYNE, PA 17043
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
....... fold
101 $183.93
ESTATE INFORMATION: SSN: 211-22-3092
FILE NUMBER: 2103-0977
DECEDENT NAME: ATKINSON MARGARET H
DATE OF PAYMENT: 09/29/2004
POSTMARK DATE: 09/28/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 11 / 11/2003
TOTAL AMOUNT PAID: $183.93
REMARKS:
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REGISTEROFWILLSOFFICE
CUMBERLAND COUNTYCOURTHOUSE
ONECOURTHOUSE SQUARE
CARLISLE, PA17013
~, TO i 3+3301 02 h,,lll,,,llh,,,,,Ih,lh,,Ih,,lt,th,,,,,llhh,l'l'"'lhl
JILI{I','~ [(. I)[/[:[:IIL OF COUNSEL
I'll( I L\gl) \V. S'rI~W\I,IT HOI{ACE A. JOHNSON
(' J{()\ ~,[ [,.Il)NJ;J{. It~ F. LEE SHIPMAN
ILl)Mt Nl) G, M~I IlS BI~UCE J. GI~()SSMAN
I)WH~W I)ELL('E L A W 0 F F I C E S : admitted in
R.Xl plI II. Wt~l(ilrr
MI l.lSS,x PEEl.
[{OBI{II'I M. WAI kl'.ll W}d'r}.;R'S li',XT. St). 112
November 1, 2004
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Margaret H. Atkinson
SSN: 211-22-3092
Date of Death: November 11,2003
Your File No. 21-03-00977
Dear Register:
Enclosed please find a Status Report for the above referenced Estate. Should you have any questions, or
require any additional information, please feel free to contact the undersigned.
~a.g. ~,e~e~nan ~ ~
Legal Assistant
c: Lawrence Atkinson, III, Executor
#23~460
501 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17045-011)9
WWW. JI)SW. COM 717.761.4540 FAX: 717.761.3015 MAIL@IDSW. COM
JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MARGARET H. ATKINSON
Date of Death: NOVEMBER 11, 2003
Will No. 21-2003-00977
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, 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 X 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 No X
b. The separate Orphans' Court No. (if any) for the personal
representative's Account is:
c. Did the personal representative state an account informally to the
parties of interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Date: November 1, 2004
RICHARD W. STEWART
~ JOHNSON, DUFFLE, STEWART & WEIDNER
:',~ 301 Market Street
P.O. Box 109
~vt Lemoyne, PA 17043
~ (717) 761-4540
('2 72
Capacity: __Personal Representative
-~ (x) Counsel for Personal
~ ~-. Representative