HomeMy WebLinkAbout03-0082 Register of Wills of Cumber land County, Pennsylvania
PETITION FOR GRANT OF LE'I-I'ERS
EI~.~ Dorothy E. Priest NO. ~1~ O~--~
, Dec~asad 8oc4ml 8eeurfly No.
(~ 'A' ~ ~ BE~:)
~~~ January 6, 1977 ~d~l(~)~. N/A
E~lpl Il k~MI, Oe~ld~! did net mamy, was not divorced, and ~d not h.m. child ~m or ~pt~ ~r exe~on of ~ ~m
B. GaN M L~er, of Administration
~lll domiciled II death Irt Cumberland .Courtly, Pennlylvenil, with hilAter lilt flatly
m'pflflcipdlllidefletal 31 Bridqeport.. D-rive, Mechanicsburq, PA 17055
Manorcare West Nursing Home
~ mt ~ =wried I~perly wit5 asl~alm:l vmluss as tollowl:
(ff demkdld in PA) Al Ic~lonll property $
(If m demlaJBd In PA) Paoli pm~mrly In P~nl¥1v~ia $ ·
(If not domiciled In PA) Pm'Banal pfope~y In Co4mty
Value d mai #Into in Peflnlylvanla S
Wl~ro. PolilJofle~l) relpeclfuly ~quell(I) tho probalo of the last Will and Codicil(i) presented wilt, this Petition and the grant of
loiters in the appmpdale Imm Io the undersigned:
Roherta S. Roichertr ]<nown as'
-
Oath of Personal Representative
C~n~lth of PennwIvanl~
The Petitioner(s) above-named swear(s) or affirm(s) that the statements In the foregoing Petition are tree
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
belore me rid8 ~ ~' z~ day of
" No. 21-03-82
Estate of _. DOrothy E. Priest D~aaed
Social Security No: 275-03-6745 Date of Death: aanuar¥ 11, 2003
AND NOW, JANUARY 2~th ._ ,XI~ 2003 , In consideration
ol the Petlllon on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters t~1 Testamentarg<~ Of Administration
are hereby granted to R~b~rta $. R~±¢~er~ ~o~ ~ ~b~r~a $. ~o~_±~<~
In the above estate and that the Instrument(s) dated JANUARY 6, 1977
desc~bed In lhe Petition be admitted to probate and filed of record as the last Will of Decedent.
..................... ' / I;~gle~ of W'dle - /
Short Certificate(s) .z. $ ~. oo
Renunciation ............ $ Attorney: R. Scott, C~'ame~'
Aflldavtte ( ) $ LD. No: 22810
Addreee: P. 0, Box 159
Extra Pages (~) ......... $ ~. no ·
Duncannon, PA 17020 _
Codicil ...................... $
! . ,~..
JCP Fee ................... $ lO.OO Tei~hone: ~7].7) 834-5700
Inventor, . .. $ ..
Other ..... $
TOTAL ............. · $ ~9.oo
REGISTER OF WILLS OF CUMBERLAND COUNTY 21-03-82
OATH OF NON-SUBSCRIBING WITNESS
Elwood E, Goo01inq and Donna Bailey
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they'
familiar with the signature of Dorothy E. Priest , testat.rix of (one of the
subscribing witnesses to) the will presented herewith and that Lhay believe~the signature on the
will is in the handwriting of testatrix to the best of their knowledge and belief.
Sworn to or affirmed and sub-
scribed before me this ~73 clay of
~~%$ ~q, 2003
(Address)
(Add~e~)
/
REGISTER OF WILLS OF COUNT/Y'
OATH OF WITNESS TO WILL/EXECUTED BY MARK /
...... '.. _,'"'/ , (each)
codicil
a subscribing witness to tile will presente~4ferewith, (each) being duly qualified according to law,
depose(s) and say(s) that: testat _r,fffis"tlnable to sign h name thereto; testat 's name was
subscribed thereto in testat _ ~esence; testat made h mark thereon; testat and
deponent(s) was (were) present'when testat~'s flame was subscribed and when testat.
codicil
made h mark; and testat was present when the undersi'~...ed signed the will as witness(es).
Sworn to or affirmed anti sub-
scribed bef°~e me this.., clay of
! 9 (Address~,
For the Register (Name)
(Address)
Register of Wills of County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
No.
Estate of
alsoknown.as
.._j Deceased
(each) a subscribing witness to the O codicil(s) ~l will(s) presented herewith, (each) being duly qualitied according to
law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and
that she/he/they signed as a witness at the request o! Testa[or(rix) in his/her/their presence and Q in the presence
et each other ~ in the presence o! the other subscribing witness(es) ·
------- (Signature)
--------- (Address)
'----' (Signature)
(Address)
Sworn to or affirmed and subscribed
before me this day
of ~ 19 .
Notary Public
My Commission Expires: NOTE: To be taken by officer authorized to administer oaths.
[S~namre .nd s..~ of Nomq, o~ o~.~ omc~.~ Please have present the original or copy of instrument(s)
quail~ed t= sdmlntsm~ oa~s. Stx=w clam el at time of notarization.
expiration o! Nol~n/'s commi',sion.)
Form #RW-2
Prepared by ~e Pennsylvania Bar Association lggt
'['his is to certify that the information here given is correctly copied fi'om an original certificate of death dnh' filed with mc as
Local Registrar. The original certificate will be forwarded to the State Vital Records ()tficc t:br permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE FILE NUMBER
h AME OF DECEDENT (F~ts~ MidDle. LaSl) [EX SOCIAL SECURITY NUMBER DATE OF O~TH ~Mc~. ~.
Dorothy E. Priest ],.Female ,. 275 --03 -- 6745 ,. 1/11/03
· aE(La~a~aY) [ UN~R1Y~ ~ UN~?~ I DA~EOFmRTH ~ s~c~tc.~ndesha icsburg P~;E~ATHiC ..... y ............. ~,~} ~
Cam Hill · ~ ~~'
,,,. Cumberland _ P Manorcare West NUrslno ~.~.~o,~.~..
of ~k~ Me; ~ ~ u~ ,~ ) y~ ~ ~ ~ E~enl~,~,~ ~ Nevero~Mmf~.(S~)Wi~. Iff w,~. ~ ma~ n~l
,,.. Clerical ,,,. Pa B]u~ gh~-]d,,. ,,. (~'2) U k ('~+~ Widow
B~CE~NT'SM~LI~AD~ESS(Sl,~.C~n.~m.Z~C~)31 Bridgeport Dr. ~Ce~T'Si~,~aClU~ESi~ I~..S~.. Pennsylvania ,~,..~°~ ,~.~~.~'~
,,. Mechanicsburq, Pa ~"*~"~ ,~.c~.v Cumberland '~"~** ,,,.~
,,. George Keller
,, Della Collier
=,~. Tom Priest I,~-31 BridoeDort Dr..Mechanicsburo. Pa
Im~'~e
~l,,~an 14, 2003 ,,=Stone Church Cemetery ~lver Spring Twp.,Pa
I" ....,...c.,.c_:
~ I IP~CE ~ iNJURY- Al ~me. tarm. slmeL la~, o~l / L~N
.........O~ lhe bllJllat~...Of examination a~ investigation, J~ my opinion, death occurred It the time, dale, and place, and due to the cause(e} and Q / ~ ~~ ~
.............................. ,,, . ~d~ H~ i'70 Zy
21-03-82
21-03-82
LAST WILL OF DOROTHY ~:. PRIT~ST
I, DOROTHY ~. PRIEST, 819 Wertzville Road, City of ~nola
and State of Pennsylvania, being in good bodily health and of
sound and disposing mind and memory and not acting under duress,
menace, fraud, and or undue influence of any person whomsoever,
calling to mind frailty of human life, and being desirous of
disposing of my worldly goods while I have the strength and capa-
city so to do, I do make, publish and declare this my last Will
and Testament. I hereby revoke, cancel and annul all my former
wills and testaments, including codicils thereto, by me at any
time made, and declare this alone to be my last Will and Testament.
ITZM 1. I direct that my executors hereinafter named
pay and discharge all of my just debts and funeral and testamentary
expenses.
ITYM 2. I give, devise and bequeath all of the rest,
residue and remainder of my estate of whatever nature and whereso-
ever sit~ate to my beloved husband, Gail C. ~riest, provided that
he shall survive my death by thirty (30) days. Should my husband
predecease me or die on or before the thirtieth day following my
death, then I give, devise and bequeath all the rest, residue and
remainder of my estate to my children (per sterpes), share and
share alike.
ITYM 3. I hereby nominate and appoint my beloved husband
Gall C. ~riest, Y~xecutor of this my last Will. Should the Executor
herein named fail to ~ualify or cease to act as ~xecutor, then I
appoint Roberta S. Reichert, ?xecutrix, in his stead.
?. Priest
JANES M. BACH
ITeM 4. I direct that my personal representatives, as
well as their successors, shall not be required to give bond for
the faithf~l performance of their d~ties in any jurisdiction.
'..~:.~,~..~-, I have hereunto set my hand this
?w'~day of Jant~ary, 1977.
f~ Z. Priest
The preceding instrument consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix was on the date thereof signed, published and declared
by Dorothy ~. Priest, Testatrix therein named, as and for her last
Will and Testament, in ot~r presence, who, at her request, in her
presence and in the presence of each other, have hereunto sub-
scribed our names as witnesses.
JAMES M. BACH
ATTORNEy AND
COUN$£LOR AT LAW
IE $. ENOLA DRIVE
ENOI.~I, PA. I'70:~1~
LAST %~ILL OF
DOROT~ ~ ~RI~S~
J~M~s ]VI. B~c~
ATTORNEY AND COUNSELOR AT LAW
· 18 S. ENOLA DRIVE
ENOLA, PA, 1702S
- PENNSYLVANIA
· DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 2003-~0082
COUNTY COOE YEAR
DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z ?r±est, boroth:~ E. -- --
~"t DATE O~ DF. ATH (MMV:II, YEAR) J DATE OF BIRTH (MM-DO.YEAR) THIS RETURN MUST BE FILED IN I)IJPLICATE WITH THE
I
O 1/11/03 9/10/15 RE61$TER OF WILLS
UJ (F An~aLE) SURVMNG SPOU~'~ NAME (LAST, nRST, ANO MmDOLE mNm~) SOCIAL SECUR~Y NUMBER
~: 27~_~--03 -- 6745
~,~ 1. O~glnll Relm~ I--] 2. Supplemental Retum l-'1
S. Oecede~ I:)Jed Te~ (AIIm~ ml~ el WI) [--'1 7. Decedent Malnlslned a Living Trust F~a,~ m~ ~ ram) 8. To~l Number of Ssfe Depoell Boxes
O *.lJIg~l~Rl~ r--] 10. SpouMPovertyCredltlM. deim~ta, Nin,a.3,.i, le,.,a I~ 11. Electontollx und~Sec, glI3(A){AMS)~O)
NAME COMPLETE MAILING ADDRESS
Du~¢anno~, ~A 17020
~ 717-834-5700
1. Reel E~IMe (8cl~dule A) (1) OFFICIAL USE ONLY
4. ~ & N~ ~ (S~M~ D) (~)
5. Cmh, Bmk ~ & MI~ Personal Proflerty (5) 12,089.4:~ .:
(Sche~M E)
e. ~J~ney O~ed Pn~my (Sd~S~ F) (e)
(Sd~M, emL)
,. Tern cm.. ~ee~ (k~ Urn. S.7) (e) ~2,089.47
I~1 g. Funmal E~ & Admi~ Cos~ (~mdule H) (g) 6,786.14
10. Debls of Deeld~ Mmtgage Uabtllties, & Llef~ (Schedule I) (10) 144.42
11. TMII D~ (Iolll Lklel g & 10) (11) 6,930.56
f2. NM VMue M E~tMe (Line 8 minu~ Line 11) (~2) 5, 158.91
f3. Cha~M~e aed Governmental BequestNSec 9113 Trusts f~ which an elecllo~ !o tax has nol been (~3)
nme (SU~u~ J)
S4. ~ V.k- SubJe~ ~ ~.x (Une S2 m~ L~e ~3) ¢4) 5,158.9~
SEE INSTRUCTIOfl$ ON REVERSE SIDE FOR APPLICABLE RATES
15. AmmM d Line 14 tax, Me M ~e ~3usal tax
~ n~. o~ k~mf~ und~ Sec. 9116 (8X1.2) x .0 __ (15)
~- I$. AmMJM M Une 14 Imq~le it linM rMe 5,158.91 x .0450 (16) 232.15
C)~ 14 taxable at s~lk~9 rate x .12 (17)
17.
(.) 16. Amount(~LJne14taxableatcoletendrete x .15 (16) ,
19. T~ I)ue 232.15
(19)
Decedent's Complete Address:
Tax Payments and Credits: (~) 232.
C. Dismunt Total Credits (A+ e + C) (2)
E. Peed~ Tm~ tnterest/PmuRY ( D * E ) (3)
lUre 1 ~ Um ~ # gmM,r,imlUm 2, mtlw'~ dlllsrmm. Th~ Is '~ TAX DUE' (5) 232.15
k. E, fllar ~o JlIMIMIm lbo IBx duo. (58) 232.15 _
Md;e Check Peyeble to: REGISTER OF W LLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" tN THE ApPROPRiATE BLOCKS
1. D~ ~m~, a tr~ ~: .................................. []
a. r~l~ ~ u~ or Ir~ o~ t~ pro, fY ~ns~; ................................. ~ ...................... []
.......... iiiiiiiiiiiiiZiiiiiiiiiiiiiiiii []
c. ,~ ,, ,~,~.~,y N,,,~ or ................................................. 'i' .................................... . .... []
d. ~ ~ ixomi~e lor i~ ol e#~' i~Yme~, I~'ls or c~re~ .......................................................
12, 1~82, d~ ~d.n! ~nsfer prol~rty within o~ yenr of
, .,or ................................... 0_. []
- . co~sklemlion? ...................................................................
,~,~,~ a ~.,,.n~. d.~? ....................................................................... --- PART OF THE RETURN.
IF THE ANSWEP. TO ANY OF THE ABOVE QUESTIONS I$ ¥E$, YOU MUST COMPLETE $CHEI)ULE G AND FILE IT
.......... ~ .,h .mm Indudina 8cco~ schedu~e~ ond stalements, ~nd 1o ~he best my
~e .mmea ~ ....... ,. ...... DATE / ·
DecJo~im of pregem' octet ~m the pe~on8¢ ro~l~e Is hosed o~ 8411nfom~tion of which preparer has any kno~edge.
,SIGNATURE OF PER,SON RESPON,SIBLE FOR FILING RETURN
DATE
?. O. ~o× 1.59~ D~¢an~o~ ~R 17020
~AIX~E~ o! the surviving SlX)USe is 3%
For dates o! death off or after July 1, 1994 and before January 1, lgg5, the tnx rate imposed on the net vniue o! transters to or tor the use
J?2 P.,S. §9116 (~) (1.1) (i)]. ' '~- net ~81ue o! transfers to or tor b'u use of the sun~ ~ is 0% [;'2 P.S. §91~e (o) (t4) (,)].
_ . _, .,_.,,. ~ ,,, ~ .bs~mr~ 1, 1095, b'u t~ ruto Imposed off m? ........ , .... nts for disclosure of assets end filing ~ mx return are sti~l 8pl~lcoble even If
~ m~e dmmLsAesm.a ?,~__-,...,, ...... ., .,...se
Fm dared dm~ on or allm,My 1; 207~_.,... twenty-one years of age or younger at death to or for ~e use of a natural parent, en mloplive parent,
or a mppam~ al ~ child is 0% ['/2 P.S. §9116(a){1.2)$ . · P.S. §9~6(~
'n,, .~x rote imposed on Ihe net value of transfees to or for Ihe use of the decedent's lineal beneficiaries ts 4.5%. excepl as noted m 72
-: ,ate imposed on Ihe net value of translms to or for the use of the decedent's siblings is 12% [72 P.S. §9116(aX1-3)]· A sibling is defined, under Section 9102. as ar
..x~dual who has at teast o~ pam~.t th comm~ w~th the decedent, whether by blood or adoption.
SCHEDULE E
CASH, BANK DEPOSITS AND MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF Dorothy E. Priest FILE NUMBER: 2003-00082
(All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1. PNC Bank
Firstside Center
500 First Ave., 4th Fi CIF
Ck. Acc't. 5140108702 9,642.00
Int. accrued to d.o.d. 1.13 9,643.13
2. Refund from Asbury Services, Inc. 882.90
Refund from Asbury Services, Inc. 55.92
3. Prudential Financial stock 1,446.52
4. Cash 61.00
TOTAL
TOTAL (Also enter on line 5, Recapitulation) 12~089.47
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF Dorothy E. Priest FILE NUMBER 2003-00082
Debts of decedent must be reported on Schedule I
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
Funeral Home - Sullivan Funeral Home 5,852.50
Head StoneEngra~4ng - Gingrich Memorials 80.00
B. ADMINISTRATIVE COSTS:
1.
Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Represeutative(s)
Street Address:
City State Zip
2. ATTORNEY FEES
R. Scott Cramer, Esquire 7 0 0.0 0
4. FAMILY EXEMPTION: (If decedeut's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State PA Zip
Relationship of Claimant to Decedent
4. PROBATE FEES - Register of Wills 5 9.0 0
5. ESTATE NOTICE - Cumberland Law Jour 7 5.0 0
6. Verizon - reimbursement to executrix 19.6 4
TOTAL (Also enter on liue 9, Recapitulation) 6 t 7 8 6.1 4
(If more space is needed, insert additional sheers of same size.)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
ESTATE OF DOROTHY E. PRIEST File Number: 2003-00082
ITEM DESCRIPTION AMOUNT
1. West Short Emergency Medical Services 75.65
2. Dr. Hal Fineburg 68.77
TOTAL (Also enter on line 10, Recapitulation) $ 144.49
(If more space is needed, insert additional sheers of same size.)
SCHEDULE J
BENEFICIARIES
ESTATE OF DOROTHY E. PRIEST FILE NUMBER: 2003-00082
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT
NUMBER SHARE
OF ESTATE
A. Taxable Reqnests:
1. Roberta Goodling
67 Rambo Hill Road
Shermansdale, PA 17090 daughter 1/4
2. Donna Bailey
14 Northwatch Lane
Mechanicsburg, PA 17050 daughter 1/4
3. Carol Dowell
7666 134th Street
Sebastian, FL 32958 daughter 1/4
4. Thomas Priest
31 Bridgeport Dr.
Mechanicsburg, PA 17050 son 1/4
ITEM NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
NUMBER SHARE
OF ESTATE
B. Charitable and Governmental Bequests:
1. NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $
(/fmore space is needed, insert additional sheets of san~e Size)
PNCBAN
Alml 2 l, 2003
R. F.l~mor G~ntrum
P.O. ~w~ 159
~on, PA 17020
E~ of Dotty E, PH~,
S~: 275~3~745
~D: 1/11/2~3
~ r~m~ to yo~ ~ ~r D~ of D~ bal~ for th~ ~m~ not~ a~ve, o~
~r~ show ~ ~g:
A~o~t ~51~ 108702 ~b~h~ ~2~1989
~RO~ E P~ST
~D bal~: $9,642.~ + $1.13 a~
~t~ ~id 1/1/2~3 - 1/11/~03 - $0.00
~, CDs, Chining ~d Sa~ ~om~). We ~ ~t p~ ~ny ~
pl~ ~B I-8gg~NC-B~ (1~88-762-2265) ~ ~op by y~ 1~ ~C B~ b~ch
o~.
P7-PFSC~.F
~00 flint ~v~
Pi~ PA 152[9 M~ FDIC
lESS
Financial
Advisors
Roger D. Graham
Personal Financial Adviser
American Express
Financial Advisors Inc,
IDS Life Insurance Company
5 South Market Street
P.O. Box 27
July 10, 2003 Duncannon, PA 17020
Bus: 717.834.6614
Res: 717.834.4508
Fax: 717.834.9012
R. Scott Cramer, Atty
5 S. Market St.
Duncannon, Pa. 17020
Re: Dorothy E. Priest Estate
Dear Mr. Cramer,
The value of Prudential Financial Inc. (PRU) on Jan 11, 2003 the above referenced date of
death was $33.64 per share. I understand the estate held 43 shares of PRU giving a value
of this stock at $1,446.52 at her death.
~aham
American Express Financial Advisor
Insurance and annuities are issued
by IDS Life Insurance Company,
an American Express company.
· PENNSYLVANIA
· DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
2003-~)0082
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAl SECURITY NUMBER
Z Pr±est, Dorothy E. -- --
~ OA~ OF DEATH (MM4)O-YEAR) ' DATE OF BIRTH (MM-DO-YEAR) THIS RETURN BUST BE FILED IN DUPLICATE WlTH'
(3 1/11/03 9/10/15 REGISTER OF WILLS
[[J {IF AR~.ICA~E) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAl. SECURRY NUMBER
~ :~ 1. OdginMRMum I--] 2. Supplem~lalRetum l---I 3. Remalnde~Retum(d,i,~M~p,~.,,.,3~1
6.0el3edeM [XedTe~llte (Nkd~c~dWl) O 7. DecedentMalnlMned. UvtngTmsI(Aa. mmp~.~T.M) __ 8. ?olal Num~er of Safe DelxmllBoxe~
O g'lJl~~P~I~ ~ lO. Spou~Cmditl=~Me~n,~41.e, met.~4s) D 11. Elec~on lo tsx under Sec. 9113(A)fM.~
i NAME COMPLETE MAILING ADORESS '
R. Scott C~mer
FIRMI~ffJ~EMwM~ P.O. Box 159
Duncannon, PA 17020
717-834-5700
OFFICIAL USE ONLY :'
1. ReM EM (Schedu~ N (1)
2. Stock= and Bonds (Schedae B) (2) :.:~
3. (3o.ay Had Comor.~k3n. ~ or So~4,ml~.~ (3)
4. Wn~g-- & ~. ~v.U. (Sch~U. D) (4) ? ' '
5. C~, Bank Def~ & MI~ Persona Pmpedy (5) 12,089.4:~
(Sd~eduk E)
..~ 6. ~ (~m.~ Pn:~ety (Sc~eda. F) (6) ·
?. W-Vlv(= ?mmfal & laKdmeo~ Non4'mba~ PnXwty (7)
(Sched~ 0 ~ L)
< & TM.I em. M.~. (tom Un.. 1.7) (6) 12,089.47
UJ 8. Fuaml F. xmnms & Adm~,M~) ~ (~ H) (9) 6,786.14
10. DM~ o~ ~ Mo~ I~, & Lle~ (Sdledule I) (10) 144.42
11. TMM Oed,___,c~,~_. (lMM LkiN 9 & 10) (11) 6,930.56
12. NM Ydue M F. ItMe (Une 8 nflmm Line 11) (12) 5, 158.91
13. ChM end Ooven~l Bequests/Sec 9113 Trusts For which an election !o lax has not been (13),,
,.de (Sche~uk J)
14, IM V~ue Subject to T,x (Line 12 minus Line 13) (14) 5, 158.91
~EE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Am0unl d Une 14 taxable M the emuM tax
rate, (x k-amfl~ under Sec. 9116 (8)(1.2) x .0 (15)
16. Amount o~ Une 14 taxable It Ineel role 5,158.91 x .0450 (t6) 232.15
17, Amount (~Une 14 taxable el sibling rate x ,12 (17)
18. Amount(~Une 14 taxl~ M colMeml rote x .15 (18)
19. Tax Due (19) ~32.15
20. ~'~-- ' ' i
' ;':..: ';~ -'., .) ~ e!~ IPNt TO ANS _W~n ALL QU~S.~Tii',~3~rn~41~,ei~ A#q.m~¢HECK MATH < <, !../""' ~ ' ' ~.' ': '
~'_..i . ,, . , ,. . .
.. '.:;9 ).,'~'.' ,'.~ ~.
Decedent's Complete Address:
! $~EETADORESS
31 Bridqepor~c Drive
~ Iqechanicsburcj PA
~. ~~~} {~} 232.15
T~(A+B+C) (2)
~ ~ Tml In~~ ( D * E ) (3)
4. ff~2~~1~3,~~. ~O~A~E~.
~ ~ ~ P~ t ~ ~ ~ ~t ~ ~nd (4)
~ ~t~~~2,~~.~T~ (5) 232.1
B.~~~* ~~~E~ (~) 232.1
Make Check Payable to: REGISTER OF ~LLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY P~CING AN "X" IN THE APPROPRIATE BLOCKS
b. ~ ~ ~ ~ ~ ~ s~l ~ ~ p~ Imnsfeff~ ~ Ils i~; ............................................
d. ~~~d~~,~"~mm? ......................................................................
2. ~ ~ ~ ~ ~ 12, 1~2, dM ~nl ~nsf~ p~ ~hin me ~8r
3. ~ ~t ~ m qn ~sl ~ ~ ~ u~ ~n~ bsnk n~unl ~ s~ ~1 his ~
4. ~ ~t ~ ~n I~M Re~l ~nl, 8nnul~, ~ ol~r ~pm~te ~
~s n ~ ~? ........................................................................................................................
IF ~E ~ TO ~ OF ~E ABO~ QUES~ONS IS YES, YOU MUST COMPL~ SCHEDULE G AND FILE ~ AS PART OF ~E R~RN.
DATE
S~RE ~ ~R~ RES<NSIBLE FOR FILING RE~URN
~~ ~t~ER O~ER ~REPRESE~AT~
~. O. ~ox 159~ Duncannon, ~ 17020
For dales of death m or after July 1, 1994 and before January 1, 1995, lhe tax rate imposed on the ne! value of transfers to or for the use of the sun4v~ng spouse Is
[72 P.S. §9116 (.) (1.1) (i)).
For dins d deal~ on ~' d~' January 1. 1995, Ihe tax rete iml~osed o~ the net value d Irenders to or for the use of the sue'tying slx)use ts 0% [72 P.S. §9116 (,) (1.t) (11)
The statuta ~ a transfer to a suwlvtng spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
F~ d~,~ d dml~ on or ~1~ July 1.2000:
~e ~ r~ Impo~d on ,~e n~ value d lmrts~s from, deceased ch~ twenty-ona years of age or younger a! death to ot for Ihe use d a natural parent, an ,do~ive
or. ~ d ~ d~d t~ 0% [/2 P.S. §9116(aX1.2)].
~.- ,~x ra~e imposed on the net value of transfers to or for the use of the decadent's lineal bene~:iaries is 4.5%. excap{ as noted in 72 RS. §9116{1.2) [72 RS. §9115(a)(1)].
-~ ,ate Imlmed ~ the net value of transfers to or Ior the use of the decedent's siblings is 12% [72 P.S. §9116(a){1.3)]. A sibling is defined, under ~ 9102. as
,mndual who has et taast one parerfl, I, commo~ with the decedent, whether bY bl°°d or ad°pti°ri'
LAST WILL OF DOROTHY E. PRIr'ST
DO R( ~ l~ ~ ~_ IEST,
I, ~ ~ '"~ . PR 819 Wertzville Road, City of ~nola
Stat~- of ?ennsylvania, being in good bodily health and of
and' disposing min~ and memory an~ not acting under doress,
, fra~d, a~d or ~mJ~e influence of any person whomsoever,
~l~g to mind frailty of human life, and being desirous of
~is~osinF of my worldly goods while I have the strength and capa-
se to ~o, I <~o make, m~blish and declare this my last Will
T~st~ment. I hereby revoke, cancel and annul all my former
an~ testaments, incluUing codicils thereto, by me at any
msd<~ and dealare this alone to be my last Will and Testament.
IT ~~
~ 1. I d]re~t that my executors hereinafter named
an~ ~is~hsrge all of my just debts and funeral and testamentary
iT?~ ,~°. ~ give. , devise and bequeath all of the rest,
~.~ne and remaiader of my estate of whatever nature and whereso-
s[t~atc~ to my boloved husband, Gail C. Priest, provided that
sh~ll s~rvive my death by thirty (30) days. Should.my husband
~r~'dae~a~e m~ or die on or before the thirtieth day following my
the~ i give,
. ~]evise and bequeath all the rest, residue and
p~malnder ..:-~? my ~state to my children (per sterpes), share and
[T7M 3. I hereby nominate and appoint my beloved husband
2o~,.,... C,~ . :'r~_est,, ~×e~,t~r o~ this my last Will. Should the Executor
hero, in n~mad fai. 1 to g~:alify or cease to act as ~'xecutor, then I
'~-~,~o;n~ {obarta 3. ~,~i.rhert, Fxecutrix, in his stead.
ITEM 4' I direct that my personal representatives, as
well as their successors, shall not be required to give bond for
the faithful performance of their d~ties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this
~day of January, 1977.
Dorot~ E. Priest
The preceding instrument consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix was on the date thereof signed, published and declared
by Dorothy E. Priest, Testatrix therein named, as and for her last
Will and Testament, in our presence, who, at her request, in her
presence and in the presence of each other, have hereunto sub-
scribed our names as witnesses.
Residing at
Residing at ~/~ ~~~ ~~/
!
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Dorothy E. Priest
Date of Death: 1-11-03
Estate No. 2003-00082 PA No. 21-03-0082
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
May 5, 2003.
NAME ADDRE S S
1. Robeta Goodling 67 Rambo Hill Rd. Shermansdale, PA 17090
2. Donna Bailey 14 Northwatch Ln. Mechanicsburg, PA 17050
3. Carol Dowell 7666 134th St. Sebastian, FL 32958
4. Thomas Priest 31 Bridgeport Dr. Mechanicsburg, PA 17050
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except ~ ·~J/~A
Date: 5-5-03 Signature ~
Name: R. Scott Cramer
Address: P.O. Box 159
Duncannon, PA 17020
Phone: 717 834-5700
Capacity Personal
~ '0~ Ot~i~qUl,,~O Representative
X Counsel for
0[: [[~ Z- ~ [0. Personal
Representative
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of DOROTHY E. PRIEST No. 2003-00082
DOD 1/11/03
S.S. 275-03-6745
Personal Representative(s) of the above Estate, deceased,
verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all
of the real estate 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 Decedent owned no real
estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this
Inventory. I/We verify that the statements made in this
Inventory are true and correct. I/We understand that false
statements herein are made subject to the penalties of 18
Pa. C.S. Section 4904 relating to unsworn falsification to
authorities.
COMMONWEALTH OF PENNSYLVANIA REV-11 62 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 002848
CRAMER R SCOTT ESQ
P O BOX 159
DUNCANNON, PA 17020
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold
101 $232.15
ESTATE INFORMATION: SSN: 275-03-6745
FILE NUMBER: 21 03-0082
DECEDENT NAME: PRIEST DOROTHY E
DATE OF PAYMENT: 07/29/2003
POSTMARK DATE: 07/28/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 01/11/2003
TOTAL AMOUNT PAID: $232.15
REMARKS' R SCOTT CRAMER ESQUIRE
CHECK# 8120
INITIALS: VZ
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
Personal Representative: Roberta S. Reichert
now known as Roberta S. Goodling
Attorney: Signature:
I.D. No.: ~f / 6) Signature:
P. O. Drawer 159
Address: Duncannon, PA 17020 Address:
Telephone: 717- 3q- VoO Telephone:
Dated: ~/~~3
D¢$¢~p~o, Value
1. PNC Bank
Firstside Center
500 First Ave., 4th Fi CIF
Pittsburgh, PA 15219-3128
Ck. Acc't. 5140108702 $9,642.00 $9,643.13
Int. accrued to d.o.d. 1.13
2. Refund from Asbury Services, Inc. 882.90
Refund from Asbury Services, Inc. 55.92
3. Prudential Financial stock 1,446.52
4. Cash 61.00
TOTAL 12,089.47
COHHON#EALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTHENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCT/ONS AND ASSESSHENT OF TAX R~V-Z~47£XAFPCO~-OS~
DATE 09-09-2005
ESTATE OF PRIEST DOROTHY E
DATE OF DEATH 01-11-2005
..... r/ .-.?.~FZLE NUHBER 21 05-0082
'Q~ ~'~-* -'~' ~"' 'COUNTY CUHBERLAND
R SCOTT CRANER ACN 101
PO ~OX 159 Aeoun~ Remi~ed I
DUNCANNON PA 17020-
I
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS L~NE ~ RETAIN LO#ER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR
DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF PRIEST DOROTHY E FILE NO. 21 05-0082 ACN 101 DATE 09-09-2005
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. ReaZ Es~a~e (Schedule A) (1) .00 NOTE: To insure proper
2. S~ocks and Bonds (Schedule B) (2) .00 credi~ ~o your account,
$. Closely Held S~ock/Par~nership In~eres~ (Schedule C) ($) . O0 submi~ ~he upper portion
~. Hor~gages/No~es Receivable (Schedule D) (q) .00 of ~his form ~i~h your
5. Cash/Bank Deposi~s/Hisc. Personal Proper~y (Schedule E) (5) 12z089.~7 ~ax payment.
6. Jointly O~ned Proper~y (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. To,al Asso~s (8) 12,089.~7
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,786.1q
9. Funoral Exponsos/Ade. Cos~s/Hisc. Exponsos (Schodulo H) (9)
10. Dob~s/Nor~gego Liabili~ios/Lions (Schadulo I) (10) l~.q~
11. To,al Doduc~ions (11) 6.~30.;6
12. No~ Value of Tax Ra~urn (12) 5,158.91
15. Charitable/Governmental Bequests; Non-elec~ed 9115 Trusts (Schedule J) (15) .00
1~. Ne~ Value of Estate Sub~ect to Tax (lq) 5,158.91
NOTE: Z~ an assessment was issued previously, lines 1~, 15 and/er 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line lq at Spouse1 rate (16) .00 X O0 = .00
16. Amoun~ of Line 1~ ~axable a~ Lineal/Class A ra~e (16) 5,158.91 X 0q5 =
17. Amoun~ of Line 14 e~ Sibling ra~e (17) .00 x 12 = .00
18. Amoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2~2.15
TAX CREDITS:
PAYMENT RECEZPT DZSCOUNT (+)
AHOUNT PA~D
DATE NUNBER INTEREST/PEN PAID (-)
07-28-2005 CD0028~8 .00 252.15
TOTAL TAX CREDIT I 232.15
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .00
TOTAL DUE . O0
IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS REQUIRED.
FOR CALCULATTON OF ADDTT/ONAL INTEREST. TF TOTAL DUE [S REFLECTED AS A "CREDTT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THTS FORH FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or ba~ore Deceebar 12, 1982 -- if any future interest in the estate is transferred
in possession or anjoyeent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the CoaaonNealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lamfu! Class B (collateral) rate on any such future interest.
PURPOSE OF
NOT[CE: To fulfill the requiraeants of Section Zl~O of the inheritance and Estate Tax Act, Act Z5 of ZOO0. (TI P.S.
Section
PAYNENT: Detach the top portion of this Notice and submit aJth your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): A refund of a tax credit, ahich Has not requested on the Tax Return, amy be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special Z~-hour
ansHaring service for fores ordering: 1-800-36Z-ZO50~ services for taxpayers Hith special hearing and ! or
speaking needs: 1-800-~?-$OZO (TT only).
OBJECTIONS: Any party in interest not satisfied eith the appraisement, alloHanca, or disalloHance of deductions, or assessment
of tax (including discount or interest) as sheen on this Notice must object eithin sixty (60) days of receipt of
this Notice by:
--Hritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIOZI, Harrisburg, PA 171ZB-lOZ1, OR
--election to have the salter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADH[N-
[STRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in ariting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. ZBO601, Harrisburg, PA i?IZB-0601
Phone (fl?) 78?-6505. See page S of the booklet "Instructions for inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid aithin three (3) calendar months after the decadent's death, a five percent (SZ) discount of
the tax paid is alloHed.
PENALTY: The ISZ 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 aenasty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed es indicated on this notice.
INTEREST: Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes Hhich bacaee delinquent before January 1, 198Z bear interest at tbs rate of
six (6Z) percent par annum calculated at a daily rate of .00016~. Ail taxes ahich became delinquent on and after
January I, 1982 sill bear interest at a rate Hhich Hill vary from calendar year to calendar year Hith that rate
announced by the PA Daparteent of Revenue. The applicable interest rates for 198Z through ZOO3 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Eats Factor
1982 ZOZ .0005~8 1987 9Z .O00Z~7 1999 7Z .000192
1983 16Z .000~38 1988-1991 11Z .000301 200D 8Z .000219
198¢ 11Z .O00SO1 199Z 9Z .000Z¢7 ZOO1 9Z .000Z¢7
1985 13Z .000356 1993-199~ 7Z .00019Z ZOOZ 6Z .00016¢
1986 IOZ .O00ZT~ 1995-1998 9~ .O00Z~7 ZOO3 5Z .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY XNTEREST FACTOR
--Any Notice issued after the tax becoaes delinquent Hill reflect an interest calculation to fifteen (15) days
beyond the date of the assesseent. If payment is made after the interest computation data shoHn on the
Notice, additional interest must be calculated.
SCOTT
~TTORNEY AT L~W
sQUARE, P.O. DRAWER
and Coun'Ly Cour'Lhouse
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Dorothy E. Priest
Date of Death: danuary 11, 2003
Will No.: 2003-00082 Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court ODhans' Court Rules, I report ~e
followfl~g with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No []
2. If the answer is No, state when the personal representative reasonably bel/eves
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 [~
b. The separate Orpham' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [] No ['-]
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed ~wi~h~ Clerk of th/o4J'rl~hans' Court
and may be attached to this rpl~t. // // / //
Si~mature
R. Scott Cramer, Esquire
Name
P. 0. Drawer #159, Ouncannon, PA 17020
Address
717-834-5700
Telephone No.
Capacity: [-] Personal Re~resepXative
[] Counsel for personal representative
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
CRAMER R SCOTT ESQ
P O BOX 159
DUNCAN-NON, PA 17020
RE: Estate of PRIEST DOROTHY E
File Number: 2003-00082
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 1/11/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge