HomeMy WebLinkAbout03-0518 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Elizabeth B. Dietz No.
also known as To:
Register of Wills for the
__2Q~Deceased. County of Cumberland
Social Security No. _!1.76_ -3~6- Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last wilt of the above decedent, dated November 5
and '
in the
codicil(s) dated
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
h er last family or principal residence at _37 Kensington
(MechanScsburg) PA 17055
(list street, number and muncipality)
Decendent, then_ 80 years of age, died June 15
at Carbondale, PA
County, Pennsylvania, with
Square, Hampden Township,
., 1~003
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $. 475,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $.
Value of real estate in Pennsylvania $_
situated as follows: none
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters_.
theron.
request(s) the probate of the last will and codicil(s)
testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
William R. Keen
861 Cranes Gap Road
C~r!5~le, PA 17013
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF Cumber_i. and ~ ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and tc?ly ~lminister the estate according to law.
S~worn to .or af~r,.m~e,d_ and subscribed ,_ . ~
/' oer~re me this zD];n ,q~. ~e /
Donna M. Otto, 1st Denut,, }~g~) ~. ,, ~ ~{2 ~,,~ ~
No.. 21-2003-516
Estate Of Elizabeth B. Dietz .., Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
June 25th 15003 , in consideration of the petition.on
AND NOW
the .reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated November 5, 2002
described therein be admitted to probate and filed of record as the last will o f E 1 i z ab e t h B.
Dietz
and Letters ~
are hereby granted to William R. Keen
FEES
Probate, Letters, Etc .......... $
Short Certificates(10 .......... $
~nam~ x.-.Pages. ~.7.). $
JCP $
430.00 ~. Robert Elicker~ II (1572)
A~ORNEY(Sup. Ct.I.D. No-)
30.00
20 Stone Spring Lane
21.00 Camp Hill, PA 17011
10.0 ~ ^DD~SS
TOTAL .$~
Filed .~R~..25~b,.20f13 ..............
CALL ATTORNEY WHEN LETTERS ARE DONE
240-6535 on 6/25/03
(717) 24~6535
PHONE
21-2003-518
LAST WILL AND TESTAMENT
OF
ELIZABETH B. DIETZ
I, ELIZABETH B. DIETZ, of Hampden Township, 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 and making void any and all wills by me at any
time heretofore made.
1. I direct that all my debts and funeral expenses
be paid as soon as practicable after my death by my
Executor hereinafter named.
2. I give and bequeath the sum of Five Thousand
($5,000.00) Dollars to my brother, T. PAUL HARDING,
absolutely.
3. I give and bequeath my pearls with diamonds clasp
and earrings and all my other remaining jewelry to my
daughter, MARY BEZILLA, absolutely.
4. I give and bequeath the sum of One Thousand
($1,000.00) Dollars to SISTER MARGARET JOHN, ORDER OF THE
IMMACULATE HEART OF MARY, St. Philomena Convent, 13 North
Highland Avenue, Lansdowne, Pennsylvania 19050, absolutely.
5. Ail the rest, residue and remainder of my estate,
real, personal and mixed, and wheresoever the same may be
situate, I give, devise, and bequeath to my children, G.
PAUL BELL, GAIL MARIE KEEN, GARY T. BEZILLA, and MARY
BEZILLA, and my granddaughter, ANNE ELIZABETH LEISTER, as
hereinafter set forth:
(a) 75% of the residue and remainder of my
estate shall pass in equal shares to my children G. PAUL
BELL, in trust as hereinafter provided, and GAIL MARIE KEEN
and GARY T. BEZILLA, absolutely.
(b) Two-thirds of the remaining twenty-five
percent of the residue shall pass to my daughter, MARY
BEZILLA, absolutely, and one-third of the remaining twenty-
five percent of the residue shall pass to my granddaughter,
ANNE ELIZABETH LEISTER, in trust, as hereinafter provided.
The bequests in subparagraphs (a) and (b) above,
if applicable, are subject to the following terms and
conditions, which may alter the percentages as follows:
(c) The note and mortgage to MARY BEZILLA will
be forgiven, which was entered into to assist her in
purchasing a home in Hilton Head, South Carolina, if the
mortgage balance exceeds 16.7% of the total of my taxable
estate which will change the percentage of my estate which
my other beneficiaries will receive, as follows:
30.5% to G. PAUL BELL, in trust;
30.5% to GAIL MARIE KEEN, absolutely;
30.5% to GARY T. BEZILLA, absolutely;
8.5% to ANNE ELIZABETH LEISTER, in trust.
(d) If the balance on the note and mortgage to
MARY BEZILLA is less than 16.7% of my taxable estate, then
my beneficiaries will receive the following percentages of
my estate:
25% to G. PAUL BELL, in trust;
25% to GAIL MARIE KEEN, absolutely;
25% to GARY T. BEZILLA, absolutely;
8.3% to ANNE ELIZABETH LEISTER, in trust;
16.7% to MARY BEZILLA, absolutely, which
will comprise the balance due on the note and mortgage plus
whatever cash is necessary to make the total 16.7%.
The taxable estate which is the basis for
computing the percentages to the beneficiaries will include
the balance due on the mortgage and note and any trust
monies to which I may be entitled as well as all other
assets in my estate subject to Pennsylvania inheritance
tax.
6. I give, devise and bequeath the percentage share
of my estate as set forth in Paragraph 5 herein for my son,
G. Paul Bell, to William R. Keen, in trust, as trustee for
G. Paul Bell, subject to the following terms and
conditions:
(a) The earnings only on the corpus of the trust
shall be distributed quarterly to G. Paul Bell for ten
years beginning with the date of my death;
(b) Beginning with the eleventh year and each
year thereafter, the trustee shall distribute to G. Paul
Bell 10% of the corpus of the trust which shall include 10%
of the accumulated earnings. The distribution hereunder
shall be made quarterly and the distribution of earnings as
provided in subparagraph (a) herein shall cease.
(c) In addition to the withdrawals as provided
in subparagraphs (a) and (b) above, the trustee, William R.
Keen, may expend out of principal of G. Paul Bell's trust,
such sums as the trustee may deem proper for the support,
sickness and welfare of G. Paul Bell.
7. I give, devise and bequeath the percentage share
of my estate as set forth in Paragraph 5 herein for my
granddaughter, Anne Elizabeth Leister, to Gary T. Bezilla,
in trust, as trustee for Anne Elizabeth Leister, subject to
the following terms and conditions:
(a) Gary T. Bezilla, as Trustee, shall have
full power and authority to invest the principal of the
trust in a prudent and financially reasonable manner and to
dispense the earnings and principal of the trust as he
deems necessary and appropriate for the welfare and
education and benefit of my granddaughter, Anne Elizabeth
Leister.
(b) Should any principal and earnings of
the trust remain at the time my granddaughter, Anne
Elizabeth Leister, attains the age of twenty-three years,
the Trustee shall pay over to my granddaughter the
remaining principal and earnings of the trust absolutely,
the trust shall terminate and the duties of the Trustee
shall cease.
8. In the event that any of the beneficiaries named
herein shall predecease me, I direct the share of such
beneficiary shall pass in equal shares to the surviving
beneficiaries. G. Paul Bell's share and Anne Elizabeth
Leister's share shall pass free of any trust involvement.
9. I hereby nominate, constitute and appoint my son-
in-law, WILLIAM R. KEEN, as Executor of this Last Will and
Testament, but should he predecease me or fail to qualify,
then in such event, I nominate, constitute and appoint my
son, GARY T. BEZILLA, as Executor of this my Last Will and
Testament, and I further direct that no person serving as
Executor shall be required to post any bond to secure the
faithful performance of his duties in the Commonwealth of
Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand
and seal to this my Last Will and Testament on
this ~ day of -w~z~z~ ~
2002.
EL~fZABE~H . D'I~]TZ (SEAL)
SIGNED, SEALED, PUBLISHED and DECLARED by
ELIZABETH B. DIETZ, the Testatrix above named, as and for
her Last Will and Testament, in our presence, who, in her
presence, at her request, and in the presence of each
other, have hereunto subscribed our names as attesting
witnesses.
(SEAL)
COMMONWEALTH OF PENNSYLVANIA:
: SS:
COUNTY OF CUMBERLAND :
We, ELIZABETH B. DIETZ, E. ROBERT ELICKER, II, and
TRACI J. COLYER, the Testatrix and the witnesses,
respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and
Testament, and that she had signed willingly, and that she
executed it as her free and voluntary act for the purposes
herein expressed, and that each of the witnesses, in the
presence and hearing of the Testatrix, signed the Will as
witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen years of age or older,
of sound mind, and under no constraint of undue influence.
Testatrix
Witness
Subscribed, sworn to and acknowledged before me by
ELIZABETH B. DIETZ, Testatrix, and subscribed and sworn to
before me by E. ROBERT ELICKER, II and TRACI J. COLYER,
witnesses, this ~N day of ~ ,
2002.
~o~ary ~ublic
lB' No~a~a! S~
~d~..e~. an_n Corco,'a., Nouu~, Public
M C~lmle .uo. ro, Cumberland County
y c:onum~slon Expires June !0, 2006
Name of Decedent:
Date of Death:
Will No.
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Elizabeth B. Dietz
June 15, 2003
2003 - 00518
I certify that notice of (beneficial interest) estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following
beneficiaries of the above-captioned estate on July 2, 2003:
John Dietz, P.O. Box 485, Camp Hill, PA 17011;
Paul Bell, 897 Fording Island Road, Apt. 207, Bluffton, SC 29910;
Gall Marie Keen, 861 Cranes Gap Road, Carlisle, PA 17013;
Mary Bezilla, 31 Wells East, Hilton Head Island, SC 29926;
Anne Leister, 31 Wells East, Hilton Head Island, SC 29926;
Gary Bezilla, 37 Brams Point, Hilton Head Island, SC 29926;
T. Paul Harding, 9 Holly Drive, New Cumberland, PA 17070;
Sister Margaret John, Order of Immaculate Heart of Mary, St. Philomena Convent,
13 North Highland Avenue, Lansdowne, PA 19050.
Signature
E. Robert Elicker, II
Attomey at Law
20 Stone Spring Lane
Camp Hill, PA 17011
Telephone (717) 240-6535
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002983
ELICKER E ROBERT II ESQUIRE
20 STONE SPRING LANE
CAMP HILL, PA 17011
........ ford
'ESTATE INFORMATION: SSN: 176-16-2040
FILE NUMBER: 2103-051 8
DECEDENT NAME: DIETZ ELIZABETH B
DATE OF PAYMENT: 09/05/2003
POSTMARK DATE: 09/05/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 06/15/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $16,000.00
REMARKS:
TOTAL AMOUNT PAID:
WILLIAM R KEEN C/O
E ROBERT ELECKER II ESQUIRE
CHECK# 107
INITIALS: SK
SEAL RECEIVED BY:
6,000.00
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF rNDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003114
ELICKER E ROBERT II ESQUIRE
20 STONE SPRING LANE
CAMP HILL, PA 17011
........ fold
ESTATE INFORMATION: SSN: 176-16-2040
FILE NUMBER: 2103-0518
DECEDENT NAME: DIETZ ELIZABETH B
DATE OF PAYMENT: 1 O/14/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/15/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,670.06
REMARKS:
TOTAL AMOUNT PAID:
WILLIAM R KEEN
C/O E ROBERT ELICKER II ESQ.
$5,670.06
SEAL
CHECK# 109
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDIVIDUAL TAXES
INHERITANCE TAX DIVTSION
DEPT. 280601
HARRISBURG,, PA 17118-0601
E ROBERT ELICKER II ATTY
ZO STONE SPRING LN
CAMP HILL PA~17011
COHHON#EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF ZNHER/TANCE TAX
APPRA/SEMENT, ALLO#ANCE OR D/SALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-01-2005
DIETZ
06-15-Z005
21 05-0518
CUMBERLAND
101
A.ount Remi*tad I
RE¥-ZSd7 EX AFP (01-05)
ELIZABETH
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG TH'rS L'rNE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTTCE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DTSALLOWANCE OF DEDUCT'rONS AND ASSESSHENT OF TAX
ESTATE OF DIETZ ELIZABETH B F'rLE NO. 21 05-0518 ACN 101 DATE 12-01-2003
TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVAT'rON CONCERN'rNG FUTURE TNTEREST - SEE REVERSF
APPRAISED VALUE OF RETURN BASED ON= ORZ$INAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/PartnershAp Interest (Schedule C) (3)
q. Mortgages/Notes ReceAvable (Schedule D) (q)
5. Cash/Bank DaposA~s/MAsc. Personal Property (Schedule E) ($)
6. JoAntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assa~s
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage LiabilA~ies/LAens (Schedule I) (10)
11. Total Deductions
.00
$fi1~25q.37
.00
1qOz565.69
10~703.37
2qz829.q$
.00
(8)
2q,qlq.51
.00
(11)
12.
15.
NOTE:
ASSESSHENT OF TAX:
1.6. Amount of LAne lfi at Spousal rate (15)
16. Amount of LAne lq taxable at Lineal/Class A rata (16)
17. Amount of L/ne lfi a~ SAbl/ng rata (17)
18. Amount of L/nm lq ~axabla at Collateral/Class B rata (18)
NOTE: To Ansure proper
credit to your account,
subeAt the upper port/on
of th/s form wAth your
~ax payment.
517,350.86
~q.qlq.51
492,956.$5
DISCOUNT
INTEREST/PEN PAID (-)
AMOUNT PAID
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
842.11
.00
16,000.00
5,670.06
TOTAL TAX CREDIT i 22,512.17
BALANCE OF TAX DUEI . O$CR
TOTAL DUE I .03CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REI~UIRED.
TF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
19. PrAncApal Tax Due
TAX CREDITS:
PAYMENT RECEIPT
GATE NUMBER
09-05-2003 CD002985
10-14-2005 CD005114
· O0 X O0 : .00
486,936.35 x 045= 21,912.14
5,000.00 x 12 = 600.00
.00 x 15 = .00
(19)= 22,512.1q
Net Value of Tax Return (12)
Char/table/Governeental Bequests; Non-elec*ed 9115 Trusts (Schedule J) (13) 1,000. O0
Nat Value of Estate Sub~ect to Tax (ltl) 491,956.
Zf an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19
reflect figures that lnclude the total of ALL returns assessed to date.
RESERVATION:
Estates of decedents dying on or before December lZ, Z982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes
at tho lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CA):
OBJECTIONS:
ADMIN-
iSTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Section 91qO).
Detach tho top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF ~/LLS, AGENT
A refund of a tax credit, which wes not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-lSl$). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Zq-hour
answering service for fores ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-BOg-qqT-50Z0 [TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax [including discount or interest) as shown on this Notice must object within sixty [60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue~ Board of Appeals, Dept. ZBlOZ1, Harrisburg, PA 17128-lOZ1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes~ ATTN: Post Assessment Review Unit, Dept. ZB0601, Harrisburg, PA 171Z8-060!
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of tho tax and interest assessed, and not
paid before January 18, 1996, tho first day after the and 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 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, 196Z bear interest at the rate of
six (SZ) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on end after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department cf Revenue. The applicable interest rates for 1982 through ZOO5 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Yaa.~r Rate Factor Year Rate Factor
198Z 20Z .O005qB 1987 9X .OOOZq7 1999 7X .00019Z
1985 16Z .000~5B 1988-1991 llZ .O00SO1 ZOOO 8Z .000219
198q llZ .000501 199Z 9Z .O00Zq7 ZOOl 9Z .OOOZq7
1985 13X .000556 1995-1994 7Z .O0019Z ZOOZ 6Z .000164
1986 lOX .O00ZTq 1995-1996 9X .OOOZq7 ZOO5 5Z .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
ESTATE NO. 21-03-0518
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY WILLIAM R. KEEN, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF ELIZABETH B. DIETZ, DECEASED, LATE OF THE TOWNSHIP
OF HAMPDEN, CUMBERLAND COUNTY, PENNSYLVANIA
William R. Keen, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal
Patriot- News Co.
June 15, 2003
June 25, 2003
July 18, 25, August 1, 2003
July 15, 22, 29, 2003
FIRST AND FINAL ACCOUNT
PERSONALTY - PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the Decedent's personalty,
goods and chattels as set forth below:
1. Series EE Savings Bonds
2. First Union Corp. (Wachovia Bank, successor) 1464 shares
3. Alliance Bernstein
PA Muni Income Fund II Class A
12,413.077 shares
PA Muni Income Fund II Class B
1,945.918 shares
PA Muni Income Fund II Class B
1966.568 shares
Muni Income Fund National A
1998 shares
PA Muni Income Fund II Class A
2699 shares
4. Mortgage on property at 31 Wells East, Hilton Head Island, South Carolina
5. Certificate of deposit, Citizens Bank
6. Jewelry
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
$ 55,008.00
62,454.25
127,234.04
19,992.88
20,117.99
19,561.67
28,098.31
140,563.69
8,293.37
2,410.00
$483,734.20
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Principal Account:
1. Myers-Hamer Funeral Home, Inc. - funeral expenses
2. West Shore Country Club - after funeral reception
3. Register of Wills - probate fees and short certificates
4. Cumberland Law Journal - advertising letters
5. The Patriot-News (Metro West) - advertising letters
6. Appraisal - Mountz Jewelers
7. Register of Wills, Agent, payment on account of PA Inheritance Tax
(payment of tax during discount period resulted in a savings of $842.08)
8. Register of Wills, Agent, payment of balance of PA Inheritance Tax
9. Register of Wills - filing fee, county inventory
10. Register of Wills - filing fee, PA Inheritance Tax return
11. Family exemption - John R. Dietz
12. E. Robert Elicker, II, Attorney fees
13. Reserve for accountant fees, filing fees and miscellaneous costs
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
$ 8,988.00
2,219.78
401.00
75.00
105.73
125.00
16,000.00
5,670.86
13.00
15.00
3,500.00
7,500.00
1,500.00
$46,113.37
PERSONALTY - INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following
Income from the investment of Personalty Principal:
1. Interest- Alliance Bernstein
2. Interest- Morgan Stanley
3. Dividends - Wachovia
4. Interest - estate checking account (as of 12/31/03)
5. Interest - estate savings account (as of 12/31/03)
6. Interest - CD Citizens Bank
7. Interest - Series EE Savings Bonds from June 15, 2003
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
$1,592.51
181.83
512.40
1.79
373.71
42.73
1,936.00
$4,640.97
PERSONALTY - INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Income Account:
NONE
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
NO REAL ESTATE
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
RECAPITULATION
$ 483,734.20
$ 46,113.37
$ 4,640.97
$ -0-
$ 437,620.83
$ 4,640.97
NO REAL ESTATE ACCOUNT
TOTAL FOR DISTRIBUTION: $ 442,261.80
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
William R. Keen, being duly sworn according to law deposes and says: that he is the Executor of
the Estate and under the Last Will and Testament of Elizabeth B. Dietz, Deceased; that he is the
Accountant herein; that the foregoing is a true and complete accounting of his administration of said Estate;
that the attached list or schedule (*) contains the names, addresses and amounts due unpaid creditors who
have given proper notice of their claims; that the attached list or schedule (**) contains the names and
addresses of all persons interested in the distribution of said Estate; and that the facts set forth herein are
true and correct to the best of his knowledge, information and belief.
William R. Keen, Executor
Sworn to and subscribed befor...~, e
me this e:~]~-~ day ofx~j~.,.~ 2004.
nNotarial Seal
n Corcoran, Notary Publi: I
J ·. Carlisle Boro, Cumberland County
~,~*mbor, r~°-rmsV~van~a,qssoc~at~on ot Notar
* UNPAID CREDITORS: NONE
** PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
1. T. Paul Harding
9 Holly Drive, New Cumberland, PA
2. Sister Margaret John, Order of Immaculate Heart of Mary,
St. Philomena Convent, 13 North Highland Avenue, Landsdowne, PA
3. Mary Bezilla
31 Wells East, Hilton Head Island, SC
4. G. Paul Bell
897 Fording Island Road, Apt. 207, Bluffion, SC
5. Gail Marie Keen
861 Cranes Gap Road, Carlisle, PA
6. Gary T. Bezilla
37 Brains Point, Hilton Head Island, SC
7. Anne Elizabeth Leister
31 Wells East, Hilton Head Island, SC
STATEMENT OF PROPOSED DISTRIBUTION
William R. Keen, Executor and Accountant herein, proposes to
distribute the balance of the Estate of Elizabeth B. Dietz, Deceased, to wit:
$442,261.80 in accordance with the Last Will and Testament of said Decedent
as follows:
1. T. Paul Harding
$ 5,000.00
Sister Margaret John, Order of the Immaculate Heart of
Mary, St. Philomena Convent
1,000.00
Mary Bezilla
a. Mortgage forgiveness
b. Jewelry
140,563.69
2,410.00
G. Paul Bell 30.5% of residue (subject to terms of trust in
Paragraph 6 of will)
a. First Union Corp. stock certificate - 366 shares
b. Cash
15,613.56
73,839.31
Gail Marie Keen 30.5% of residue
a. First Union Corp. stock certificate - 366 shares
b. Cash
15,613.56
73,839.31
Gary T. Bezilla 30.5% of residue
a. First Union Corp. stock certificate - 366 shares
b. Cash
15,613.56
73,839.31
Anne Elizabeth Leister 8.5% of residue (subject to terms of trust
in Paragraph 7 of will)
a. First Union Corp. stock certificate - 366 shares
b. Cash
15,613.56
9,315.94
TOTAL DISTRIBUTION: $442,261.80
COMMONWEALTH OF PENNSYLVANIA )
: SS:
COUNTY OF CUMBERLAND )
William R. Keen, being duly sworn according to law, deposes and says that the facts set froth in
the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge,
information and belief.
William R. Keen, Executor
Sworn to and subscribed b~ore me
this c~ff~ dayof (j~,~w,.~.c.{ 2004.
~. Notarial Seal
] B~dget Ann Corcoran, Notary Public
[ .. C~lisle Boro, Cumberland County
L__M_Y_ Commission Expires June 10, 2006 J
Me'§or, Penr}svtverlia A,qsociatioo of Notaries
H
0 H
H
,-3 0
0
H
/ REV- 1 500
~~~ DEPARTMENT OF REVENUEJ INHERITANCE TAX RETURN
~~~ DEPT. 280601
~~ HARRISBURG, PA 17128-0601 ~
DECEDENT'S NAUE (LAST~ F)RS~ AND U)DDLE JN)TIAL)
Die~ Elizabeth B.
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
06/15/2003 ] 07/06/1921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Dietz John
[]1. Original Return
[~2, Supplemental Return
FILE NUMBER
21 _ 03 0518
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
I. 176-16-2040
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
o 4. Limited Estate
o ~ 6. Decedent Died Testate (Attach copy of Wi~l)
< ~ 9. Litigation Proceeds Received
[~4e. Future Interest Compromise (date of death after 12-12~82)
[]7. Decedent Maintained a Living Trust (Attech copy of Trust)
~10. Spousal Poverty Credit (date of death between 12.31,91 and 1-1.95J
~_~3. Remainder Return (date ofdeath pdor to 12.13_82)
[]5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
~11. Election to tax under Sec. 9113(A) (^tbch Sc~ O)
z
'" NAME
z E. Robert Elicker, II, Attorney
0
o. FIRM NAME (IfApplicablei
TELEPHONE NUMBER
o
~ (717) 240-6535
COMPLETE MAILING ADDRESS
20 Stone Spring Lane
Camp Hill, PA 17011
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule B) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Properly
(Schedule E)
6.Jointly Owned Properly (Schedule F)
[~_~J Separate Billing Requested
7. inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10)
11, Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
341 254 37
__140,563.69
(5) ............ 10 703.37
(6) 24,829.43
(8)
24,414.51
(11)
(12)
(13)
517,350.86
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
24,414.51
492,936.35
(14)
491,936.35
Z
x
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(12)
16, Amount of Line 14 taxable at lineal rate
17. Amount o~' Line 14 laxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
486,936.35 x.o 45
5,000.00 x.12
x .15
20. []
(15)
(16)
(17)
(18)
(19)
21,912.14
600.00
22~512.14
Decedent's Complete Address:
STREETADDRESS
....... ~[_Ke_ns..ington~.._S qua re
CITY, , .
Mecnan CsDurg
' STATEpA
ZIP
17O55
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments .................... ~1~6,00___0_:0.~0.
C. Discount .......................... ~42.08._
(1)
Total Credits ( A + B + C )
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E )
4. tf Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(2)
(3)
(4)
(5)
(5A)
(5B)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
22,512.14
16,842.08
5,670.06
5,670.06
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
c. retain a reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and ~l~l~menls, and lo the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG.NAT~RE O_F PERSON RESPONSIBLE FOR FILING RETURN ~.
DATE
ADDRESS ...... /0'~ I '-/'-C2~'
86! Cranes Gap Road, Carlisle, Pennsy!~an!a 17013
i~F PR~A~ O~THJER THAN REPRESENTATIVE DATE
20 Stone Spring Lane, Camp Hi!I Pennsylvania. 17071
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. §91'16 (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 1o 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 decedenrs 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.
REV- 1503 EX+ (6-98) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth B. Dietz
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-03-0518
ITEM
NUMBER
1.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
DESCRIPTION OF DEATH
Series EE Savings Bonds: Redemption Value
x 2193437 EE
x 2193436 EE
x 2193435 EE
x 224056 EE
x 224057 EE
x 224058 EE
First Union Corp (Wachovia Bank, successor)
1,464 shares x mean $42.66
Alliance Bernstein
PA Muni Income Fund II Class A
12,413.077 shares at $10.69 per share
PA Muni Income Fund II Class B
1,945.918 shares at $10.69 per share
PA Muni Income Fund II Class B
1966.568 shares at $10.69 per share
Muni Income Fund National A
1998 shares at $10.22 per share
PA Muni Income Fund II Class A
2699 shares at $10.69 per share
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
9,304.00
9,304.00
9,304.00
9,032.00
9,032.00
9,032.00
62,454.24
132,695.79
20,801.86
21,022.61
20,419.56
28,852.31
$ 341,254.37
REV. 1507 EX+ (6-98) I
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'ESTATE OF
Elizabeth B. Dietz
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21-03-0518
ITEM
NUMBER
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
Mortgage on property owned by Mary Bezilla at 31 Wells East, Hilton Head Island,
South Carolina: Mortgagor Mary Bezilla; mortgagee Elizabeth B. Dietz
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
$140,563.69
140,563.69
REV. 1508 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth B. Dietz
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-03-0518
Include the proceeds of litigation and the date the proceeds were received by the estale.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. Certificate of deposit account # 6140725461 at Citizens Bank
Jewelry consisting of necklace, earrings (2 sets), watch, bracelet appraised by Mountz
Jewelers, 153 North Hanover Street, Carlisle, Pennsylvania, based on report dated
August 21, 2003
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
$8,293.37
$2,410.00
10,703.37
REV-1509 EX+ (6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth B. Dietz FILE NUMBER
21-03-0518
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G,
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Gall M. Keen 861 Cranes Gap Road
Carlisle, PA 17013 Daughter
B.
G. Paul Bell 897 Fording Island Road, Apt. 207 Son
Bluffton, SC 29910
C.
Gary Bezilla 37 Brams Point Son
Hilton Head Island, SC 29926
D. Mary Bezilla a/k/a 31 Wells East
m~ry_~? T,~i .~.r ,~ ~ ~ T~-~ ~,,~ ~ Daughter
JOINTLY-OWNED PROPERTY: .......... '3OQO~
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JO~N' MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOJJNT NUMBER OR SIMILAR DATE OF DEATH OECD'$ VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 2/7/72 Checking account it 6100 76 400
Citizens Bank $26,341.47 less
debt for social security payment
7/8/03 in the amount of $653.00 25,688.47 50% 12,844.2;:
2. A. 4/2/84 12% Treasury Note Series L 1988 1,000.00 50% 500.0£
3. A. 10/86 Series EE US Savings Bonds
U 19464792 EE 1,351.20 50% 675.6(:;
M 19464793 EE 1,351.20 675.6C
M 19464799 EE 1,351.20 675.60
D 11746732 EE 675.60 337.80
D 11746745 EE 675.60 337.80
4. B. 10/86 Series EE US Savings Bonds
D 11746749 EE 675.60 50% 337.80
D 11746748 EE 675.60 337.80
D 11746735 EE 675.60 337.80
D 11746731 EE 675.60 337.80
M 19464798 EE 1,351.20 675.60
M 19464791 EE 1,351.20 675.60
M 19464790 EE 1,351.20 675.60
5. C. 10/86 Series EE US Savings Bonds
D 11746747 EE 675.60 50% 337.80
D 11746734 EE 675.60 337.80
D 11746729 EE 675.60 337.80
D 11746730 EE 675.60 337.80
M 19464797 EE 1,351.20 675.60
M 19464796 EE 1,351.20 675.60
Go to next page TOTAL (Also enter on line 6, Recapitulation) $
(If more soace i~ n~d~,H in~,t ~b4;l*;~ ~.__~_ _, ,~ . ,
~n sheets of the same size)
REV-1509 EX+ (6-98) ~ PAGE 2
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE 'FAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Elizabeth B. Dietz 21-03-0518
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G,
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
iTEM FOR JOINT MACE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATft DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEOENT'S INTEREST
X
6. D. 10/86 Series EE US Savings Bonds
D 11746746 EE 675.60 50% 337.8(
D 11746733 EE 675.60 337.8(
D 11746750 EE 675.60 337.8(
D 11746782 EE 675.60 337.8(
U 19464795 EE 1,351.20 675.6(
M 19464794 EE 1,351.20 675.6(
TOTAL (Also enter on line 6, Recapitulation)$ 24,829.43
insert additional sheets of the same size)
REV. 1511 EX+ (12-.99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Elizabeth B. Dielz 21-03-0518
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1.
5.
6.
7.
8.
9.
FUNERAL EXPENSES:
Myers-Hamer Funeral Home, Inc.
1903 Market Street, Camp Hill, Pennsylvania
Funeral goods and services
West Shore Country Club
After funeral reception
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimanrs, attach explanation)
Claimant John R. Dietz
Zip
Street Address 37 Kensington Square
City Mechanicsburg State PA Zip
Relationship of Claimant lo Decedent Husband
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Advertising letters - Cumberland Law Journal
Advertising Letters - The Patriot News
Appraisal - Jewelry: Mountz Jewelers, 153 North Hanover Street, Carlisle, Pennsylvania
Reserve for filing account, county inventory, notary fees, releases and miscellaneous costs
17055
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$8,988.00
$2,219.78
0.00
7,500.00
3,500.00
401.00
750.00
75.00
105.73
125.00
750.00
24,414.51
REV-1513 EX+ i9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth B. Dietz
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-03-0518
AMOUNT OR SHARE
OF ESTATE
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and lransfers under
Sec. 9116 (a) (1.2)]
1 T. Paul Harding
9 Holly Drive, New Cumberland, PA
2. Mary Bezilla
31 Wells East, Hilton Head Island, SC
3. G. Paul Bell
897 Fording Island Road, Apt. 207, Bluffton, SC
4. Gail Marie Keen
861 Cranes Gap Road, Carlisle, PA
5. Gary T. Bezilla
37 Brams Point, Hilton Head Island, SC
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Brother
Daughter
Son
Daughter
Son
$5,000.00
Mortgage forgiveness
$140,563.69
Jewelry - Paragraph 3
of Will - $2,410.00
30.5% of residue
30.5% of residue
30.5% of residue
1,000.00
$1,000.00
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Sister Margaret John, Order of the Immaculate Head of Mary, St. Philomena
Convent, 13 North Highland Avenue, Lansdowne, PA 19050 - Paragraph 4 of Will
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
Anne Elizabeth Leister
31 Wells East, Hilton Head Island, SC Granddaughter 8.5% of residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
Inventory of the real and personal estate of
Elizabeth B. Dietz, deceased
Personalty
Series EE Savings Bonds: Redemption Value
x 2193437 EE
x 2193436 EE
x 2193435 EE
x 224056 EE
x 224057 EE
x 224058 EE
First Union Corp (Wachovia Bank, successor)
1,464 shares x mean $42.66
9,304.00
9,304.00
9,304.00
9,032.00
9,032.00
9,032.00
62,454.24
3. Alliance Bernstein
PA Muni Income Fund II Class A
12,413.077 shares at $10.69 per share
PA Muni Income Fund II Class B
1,945.918 shares at $10.69 per share
PA Muni Income Fund II Class B
1,966.568 shares at $10.69 per share
Muni Income Fund National A
1,998 shares at $10.22 per share
PA Muni Income Fund II Class A
2,699 shares at $10.69 per share
Mortgage on property at 31 Wells East, Hilton Head
Island, South Carolina. Elizabeth B. Dietz, mortgagee.
Payoff
132,695.79
20,801.86
21,022.61
20,419.56
28,852.31
140,563.69
Certificate of deposit account #6140725461, Citizen Bank
Jewelry
Jointly owned property (one half date of death/redemption value)
a. Checking account #610076400 at Citizens Bank
b. Series EE US Savings Bonds
10 one thousand dollar face purchased 10/86
14 five hundred dollar face purchased 10/86
8,293.37
2,410.00
12,844.23
6,756.0O
4,729.20
12% Treasury Note Series L 1988
Total Joint (1/2 value)
500.00
;24,829.43
Total personalty
$517,350.86
NO REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
William R. Keen
being duly sworn according to law, deposes and says that he is the Executor
of the I:state of Elizabeth B. Dietz
late of Ham~.en_~_o_wn_sh_ip ........ CumbeHand County, Pa., deceased and that the
' Executor
wlth~n ~s an inventory made by William R. Keen , the said
of the entire estate of said decedent, conslstlng of all the personal property and real estate, except real estate outside
the Commonwealth of Penn,sylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent s death.
Executor - Admlnlstrator
and subscribed before me,
~ 2003.
861 Cranes Gap Road
Carlis].e, PA 17013
Address
15 June
Date of Death Year
Day Monfh
2003
INSTRUCTIONS
I. An inventory must be filed wifhln three months after appointment of personal representative.
2. A supplement inventory must be filed wifhln fhlrfy days of discovery of additional assets.
3. Addlflonal sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949. ,
Estate No. 21-03-0518
ESTATE OF ELIZABETH B. DIETZ, DECEASED
SUPPLMENTAL DISTRIBUTION
William R. Keen, Executor and accountant herein, avers as follows:
Balance in estate checking account including accrued interest following
distribution in March 2004:
Statement of Proposed Distribution
1. G. Paul Bell- 30.5% subject to trust
1,586.00
2. Gail Marie Keen - 30.5%
1,586.00
3. Gary T. Bezilla - 30.5%
1,586.00
4. Anne Elizabeth Leister - 8.5% subject to trust
442.00
TOTAL DISTRIBUTION
. We added a penny
r--
C.!
f._u
i-'-_
,-'.)
I
~
$5,199.99
$5,200.00
COMMONWEALTH OF PENNSYLVANIA
)
SS:
COUNTY OF CUMBERLAND
)
William R. Keen, duly sworn according to law, deposes and says that the facts set
forth in the foregoing Statement of Supplemental Distribution are true and correct to
the best of his knowledge, information and belief.
J-;v<
William R. Keen, Executor
~
Sworn to and subscribed before me
this ,j"-< dayof f.bf~~
/I
L f-l OA a- C,)
2005.
('A .r--"
Notarial S~al
Bridget Ann Corcoran, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires June 10, 2006
Member, Pennsylvania jl,ssociation of Notaries
STATUS REPORT UNDER RULE 6.12
-8 f);caf-"7-
.,
Name of Decedent: ,:::::.; / ::La. be t-t.
Date of Death: j-LLo\fUL (~. 0<<:><>3
W'IIN "7" ""!, ~ CIa '-i ( ~
1 0.:
Admin. No.:;t( _<<1-o5( f>'
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
I. State whether administration of the estate is complete:
Yes'0 No 0
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 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk ofthe. Orphans' Court
and may be attached to this r~X /
Dat~s- --C ~
Signature
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Lu'((r/OCM ,e. (~<<'r?""A
Name~~
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Gu..i<;~ _ /1tI /76 "-:1
Address
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Telephone No.
Capacity:--[] Personal Representative
o Counsel for personal representative
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