HomeMy WebLinkAbout03-0596Estate of
also known as
Claire B. Carnell
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Doris H. Beadon No. ~I-~S-._~q~
, Deceased Social Security No. 218 - 14 - 0701
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 Testamentary and aver that Petitioner(s) is/are the execut name,tin the last Will of
the Decedent, dated 05/20/19~ codicil(s) dated None
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
none
B. Grant of Letters of Administration
(c.ta.; d.b.n.c.ta; 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 Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at One Lonssdorf Way, South Middleton Township, Carlisle, PA 17013
(list street, number, and municipality)
Decedent, then 82 years of age, died 07/11/2002at Cumberland Crossings, Carlisle, PA
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
(Location)
21,500.00
situated as follows: none
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersigned:
. Wnaturez/~
Typedorprinted nameandresidence
Claire B. Carnell
2 Pine School Road, Gardners, PA 17324
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc. Form RW- 1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s~,of
the Decedent, Petitioner(s) will well and truly administer the estatej~cording to law.
Sworn to or affirmed and subscribed ~j _
be fore me this~.!~a.___y of
~'L ~. ~~tho R~ogist~/
No.
Estateof Doris H. Beadon
Deceased
Social Security No: 218 - 14- 0 7Q:hte of Death: 07/11/2003
AND NOW, ~,~ ~+, ~00~ , ,inconsideration
Uv
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~tamentary ~ministration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Claire B. Carnell
in the above estate and that the instrument(s) dated 05/20/1999
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........... $
Short Certificate(s) ..... $
Renunciation ........ $
Affidavits ( ) .... $
Extra Pages ( ) .... $
Codicil ........... $
JCP Fee .......... $
Inventory .......... $
Other ........... $
TOTAL ......... $
@5 oo
Prepared by the Pennsylvania Bar Association
Attorney: John E. Slike
I.D. No: 06262
Saidis, Shuff, Flower & Lindsay
Address: 2109 Market St.
Telephone:
Copyright (c) 1996 form software only CPSystems, Inc.
Camp Hill, PA 17011
717/737-3405
Form RW-1 (1991)
EV 9/86
This is to certify that the information here given is correctly copied from an original certificate o£ death duly filed with me as
Local Registrar. The original certificate will be Forwarded to the State Vital Records Office for permanent filing.
WARNIHG: It is illegal to duplicate this ¢op¥ by photostat or photo§raph.
Fee for this certificate, $2.00
P 9449226
No.
Local Registra~ ..... ~-~
JUL 1 6 2003
Date
mos.;~ ;~, z~? COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
,,.. CERTIFICATE OF DEATH
,,,,,,~o,,~,,, ............. I:~_ I,.'7~-~='',,',,,,,,,,,- ~: ..... ,~ ..... ~.,..,.,,
'
I LO~gSaO~ Way
Cartlste, PA 17013
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~.f Pdne .qoboof Rd. ~a~d~e~ PA 17~f4
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SAIDIS,
SHUFF &
MASLAND
ATtORNEYS*AT*LAW
2109 Market Street
Camp Hill, PA
LAST WILL AND TESTAMENT
OF
DORIS H. BEADON
I, DORIS H. BEADON, of the Borough of Camp Hill, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament, hereby revoking any will previously made by me.
I - I direct the payment of all my just debts and funeral
expenses out of my estate as soon as may be practical after my
death.
II - I bequeath all of my daughter Claire's art work and my
grandmother's diamond ring to my daughter, Claire B. Carnell.
III - I bequeath my mother's engagement ring to my daughter,
Elizabeth B. Hanawalt.
IV - I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate
unto my daughters, Claire B. Carnell and Elizabeth B. Hanawalt,
in equal shares, the share of a deceased daughter to be paid to
her issue per stirpes.
SAIDIS,
SHUFF &
MASLAND
ATTORI~YS*AT*LAW
2109 Market Street
Camp Hill, PA
V - I have intentionally not made any provision for my two
sons, not through the lack of love and affection for them, but
due to the fact that we have had limited contact in recent years.
VI - I appoint Claire B. Carnell, Executrix of this, my Last
Will and Testament. If she is deceased or unable to serve as
such, then I appoint her husband, Conard Carnell as Executor.
Neither of my executors shall have to post bond in this or any
jurisdiction. This is already paid for.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the ~~ day of ~ L4 , 1999.
DOR~. t BEADON
Signed, sealed, published and declared by DORIS H. BEADON,
Testatrix therein named, on this and one (1) other sheet of paper
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.
Name
Name
/- ~ Addres~
SAIDIS,
SHLIFF &
MASLAND
AT]'ORNEYS,AT,LAW
2109 Market Street
Camp Hill, PA
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND )
: SS.
WE, the undersigned, the testatrix and the witnesses,
respectively, whose names are signed to the 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 signed willingly (or
willingly directed another to sign for her), and that she
executed it as her free will and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the testatrix signed the will as
witnesses and that to the best of their knowledge the testatrix
was at that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by the testatrix,
and subscribed and sworn to before me by both witnesses, this
~ ~.\.r~ day of ~A~.~ 1999
Notarial Seal
Jo Smith Notary Public
C~mp Hill Boro Cumberland County
~'i '~'(: remiss on Expires May 6, 2000
'OB 3iL 2B
P3:3J
DORIS H. BEADON
Law Offices
SAIDIS, SHUFF & MASLAND
A PROFESSIONAL CORPORATION
2109 Market Street · Post Office Box 737
Camp I-Iffi, Pennsylvania 17001-0737
(717) 737-3405
Fax (717) 737-3407
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Doris H. Beadon
Date of Death: July 11, 2003
Will No. 21-03-0596 Admin. No.
To the Register:
I certify that notice of Estate Administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiary of the above-
captioned estate or{)f~,? ~ ~c~'~, 2003.
Sallie
Elizabeth B. Hanawalt
Claire B. Camell
Robin Beadon
Cecil Beadon
Address
110 E. Columbia Street, Enola, PA 17025
2 Pine School Rd., Gardners, PA 17324
1727 E C 470, Sumterville, FL 33585
118 C R 1235, Nashville, AK 71852
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Date: -]/~.~ (~ ~~~ ~210~ EI~i Sliarkket'S tEteq¢~ir°/
Camp Hill, PA 17011
(717) 737-3405
Capacity: ~ Personal Representative
X Counsel for Personal
Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003110
CARNELL CLAIRE BEADON
2 PINE SCHOOL ROAD
GARDNERS, PA 17324
........ fold
ESTATE INFORMATION: SSN: 218-14-0701
FILE NUMBER: 2103-0596
DECEDENT NAME: BEADON DORIS H
DATE OF PAYMENT: 10/10/2003
POSTMARK DATE: 10/09/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 07/11/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $668.31
TOTAL AMOUNT PAID:
8668.31
REMARKS: CLAIRBEADON CARNELL
NO CHECK # AVAILABLE
SEAL
INITIALS: AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
· REV-1500 EX + (6-00)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Beadon Doris H.
DATE OF BIRTH (MM-DD-YEAR)
I
07F-yWJ[H,/I~D 03
DATE OF DEATH (MM-DD-YEAR)
02/03/1921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
21-03-0596
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
218-14 - 0701
REGISTER OF
SOCIAL SECURITY NUMBER
1. O,ginal Return ~ 247a[
4. Limited Estate .
6. Decedent Died Testate
(Attach copy of Will)
r'~ 9. Litigation Proceeds Receivedr'---~ 10.
Supplementalf ah Return . I~ 3. Remainder Retum (p(~a
~J~l~r~91:§§~ Comprom,se (date of death after 12-12- S. Federal Estate Tax Return
BeqeiJ~edt Maintained a Living Trust 0_~ 6. Total Number of Safe Depo
(~'x~opy of Trust)
Spousal Poverty Credit [~ 11. Election to tax under Sac. 9
death between 12-31-91 and 1-1-95) (Attach Sch O)
NAME
John E. Slike
FIRM NAME (If Applicable)
Saidis, Shuff, Flower & Lindsay
TELEPHONE NUMBER
717./737- 3405
1Real Estate (Schedule A) (1)
2Stocks and Bonds (Schedule B) (2)
3Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
4Mortgages & Notes Receivable (Schedule D) (4)
5Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6Jointly Owned Property (Schedule F) (6)
---]Separate Billing Requested
COMPLETE MAILING ADDRESS
2109 Market ~%,'
Camp Hill, P~'~17011 ,i_:
None
None
None
None
22,955.14
None
7Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8.Total Gross Assets (total Lines 1-7)
9Funeral Expenses & Administrative Costs (Schedule H) (9)
1QDebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11Total Deductions (total Lines 9 & 10)
l~Jet Value of Estate (Line 8 minus Line 11)
13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14~let Value Subject to Tax (Line 12 minus Line 13)
None
4,501.57
2,820.78
OFFICIAL USE ONLY
(6) 22,955.14
(11) 7,322.35
(12) 15,632.79
(13)
(14) 15,632.79
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
l~mount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16~mount of Line 14 taxable at lineal rate
17Amount of Line 14 taxable at sibling rate
18Amount of Line 14 taxable at collateral rate
X .0 0 (16) 0.00
15,632.79 X .0 45 (16) 703.48
X .12 (17) 0.00
X .15 (16) 0.00
l~'ax Due (19) 703.48
~!~i~i~ii~lii~ii~i!i~!!~i~'~%~:~ ~'~'~ ~':.~: ~.~.=.~.~..~r~:.. ~.~-:~:~ ?~ .~? ~:~.-.~ ~: .:.~. ~...~... ~;~¥ .......-~...~,,,,. ,., ..~. ~ ..... ~ ~.~.~,~ .................. ~...~:~. ~ .... ...~.
Copyright (c) 2000 form software only The tackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STRH- [ ADDRESS
One Lon~sdorf Way
CITY
Carlisle
Tax Payments and Credits:
1.Tax Due (Page 1 Line 19)
2Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
ZIP
STATEI pA I 17013
(1) 703.48
Total Credits ( A + B + C ) (2)
3Interest/Penalty if applicable 0. O0
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3) 0.00
4Jf Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4) 0.00
5if Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 703,48
A. Enter the interest on the tax due. (SA) 0.00
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 703,48
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1Did decedent make a transfer and: Yes No
a- retain the use or income of the property transferred; ~ ~
b. retain the right to designate who shall use the property transferred or its income; ........
c. retain a reversionary interest; or .........................
d. receive the promise for life of ether payments, benef ts or care? ........
2If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?
3Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. ~ [--~
4Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER T0'AI~' 'OF; +HE'ABOVE 'GUE$-~ioN'$ iS ~,!~$, ["-] ~-~
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that ! have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESP BLE F FILING RETURN Glaire B Came
~ · 11 O
'/'~/)-' is~ ~/~IUNG RET~U~N 2 Pine School Road
S,G UFZ-"XZ/- ........................... 1
~R. eOFPREPARER~ERT.ANREPRESENTAT,VE Saidis, Shuff, Flower & Lindsay / ~/~-~ T
~J~_ ~ / / / 2109 Market St.
Fgr'd~'0~ d;;m' 0~ or a,er 5~1; i, 'i992 ag~ ~efg~e 5a~;a~ '~','~ 9~,'t~e gx'~ate ig~s~' on ge net va}~g g~ ~A .........................................................
su~i~s~use is 3% [72 P.S. 9116 (a) (1.1) (i)]. nsfem to or for ~e use of the
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2)
[72 P.S. 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only The Lackner Group, Inc.
Fon*n REV-1500 EX (Rev. 6-00)
REV~1508 EX + (1-97)
SCHEDULE E
COMMO,WE^LT, Or PENNSVLV^N,^ CASH, BANK DEPOSITS, & MISC.
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Doris H. Readon SS# 218-14-0701 07/11/2003 21-03-0596
Include the proceeds of litigation and the date the proceeds were received by the estate, All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
II EM
NUMBE~
3
DESCRIPTION
M&T Bank (formerly Allfirst Bank), checking acct. #14276607
M&T Bank (formerly Allfirst Bank), checking acct. #950012080
accrued interest
Blue Cross/Blue Shield, medical refund
VALUE AT DATE
OF DEATH
1,110.80
21,472.91
4.11
367.32
TOTAL (Also enter on line,
$ 22,955.14
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSysterns, Inc. Form REV-I~08 EX (Rev, 1-97)
EV-lSd1 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Doris H. Beadon SS~/
218~14-0701
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
07/11/2003
FILENUMBER
21-03-0596
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
Bo
5.
6.
7.
DESCRIPTION
--UNERAL EXPENSES:
[{ollinger Funeral Home
[DMINISTRATIVE COSTS:
Personal Representative's Commissions
Nameof Personal Representative(s) Claire B. Carnell
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 2 Pine School Road
City Gardner s State
202-46-5418
PA Zip17324
Year(s) Commission Paid:
Attorney's Fees Saidis, Shuff, Flower & Lindsay
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
Probate Fees
Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
~herAdminis~ativeCosts
The Sentinel, estate notice
Cumberland Law Journal, estate notice
Register of Wills, filing fee
TOTAL (Also enter on line 9, Recapitulation)
AMOUNT
2,034.20
1,147.00
1,033.00
85.00
112.37
75.00
15.00
i$ 4,501.57
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 fon'n software only CPSystems, Inc. Fon'n REV- 1511 ~ (Rev. 1-97)
RE¥;1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Doris H. Beadon SS~/
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
218-14-0701 07/11/2003
FILE NUMBER
21-03-0596
Include unreimbursed medical expenses.
i'~ t-M
NUMBER
1
2
DESCRIPTION
Cumberland Crossings, final bill
Sprint, final phone bill
TOTAL (Also enter on line 10,
AMOUNT
2,813.50
7.28
2,820.78
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV.-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Doris H. Beadon SS# 218-14-0701
NUMBEF
I.
II.
SCHEDULE J
BENEFICIARIES
07/11/2003
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
DISTRIBUTIONS [include outright spousal distributi~s, and
tmnsfem under Ss. 9116(a)(1.2)]
Claire B. Carnell
2 Pine School Rd.
Cardners, PA 17324
Elizabeth B. Hanawalt
110 E. Columbia St.
Enola, PA 17025
RELATIONSHIP TO DECEDENT
Do NotListTru~e~s)
daughter
daughter
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU AS APPROPRI
DISTRIBUTIONS:
%, SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
,, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHE['- I
FILE NUMBER
21-03-0596
AMOUNT OR SHARE
OF ESTATE
1/2 of residue
1/2 of residue
, ON REV 1500 COVER SHE~- i
0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc. Fo~m REV-1513 EX (Rev. 9-00)
August 13, 2003
499 Mitchell Street, Millsboro, DE 19966
Law Offices
Saidis, Shuff, Flower & Lindsay
2109 Market Street
Camp Hill, PA 17011
Estate of Doris H. Beadon
Date of Death: July 11, 2003
Soe/al Security Number: 218-14-0701
Dear Mr. Slike:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type ........................... Checking Account
Account Number. ...................... 14276607
Ownership (Names oJ) .............. Doris H. Beadon
~p~e~r~ Date ........................... 09/28/77 (account closed 08/04/03)
.- ..... Balance on Date of Deatl~ .........$1,110.80 ....
Accrued Interest $ 0.00
Total ...................................... $1,180.80
2. Account Type ........................... Checking Account
Account Number ....................... 950012080
Ownership (Names oJ) ..............Doris H. Beadon
Opening Date ........................... 04/09/99 (account closed 08/04/03)
-' Balance on Date of Deattt .........$21,472.91
.... A~e~ I~te~'est $ .... 4¥11 .....
Total ...................................... $21,477.02
Sincerely,
Charlene Warrington, Associate I
(302) 934-2722
LAST WILL AND TESTAMENT
OF
DORIS H. BEADON
I, DORIS H. BEADON, of the Borough of Camp Hill, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament, hereby revoking any will previously made by me.
I - I direct the payment of all my just debts and funeral
expenses out of my estate as soon as may be practical after my
death.
II - I bequeath all of my daughter Claire's art work and my
grandmother's diamond ring to my daughter, Claire B. Carnell.
III - I bequeath my mother's engagement ring to my daughter,
Elizabeth B. Hanawalt.
SAIDIS,
;HUFF &
MASLAND
ATTO~NE~.A?,LAW
~.109 Market Street
Camp Hill, PA
IV - I 'deviSe and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate
unto my daughters, Claire B. Carnell and Elizabeth B. Hanawalt,
in equal shares, the share of a deceased daughter to be paid to
her issue per stirpes.
V - I have intentionally not made any provision for my two
sons, not through the lack of love and affection for them, but
due to the fact that we have had limited contact in recent years.
VI - I appoint Claire B. Carnell, Executrix of this, my Last
Will and Testament. If she is deceased or unable to serve as
such, then I appoint her husband, Conard Carnell as Executor.
Neither of my executors shall have to post bond in this or any
jurisdiction.~ This is already paid for. ~?
IN WITNESS WHEREOF, I have hereunto set my hand and seal on
this, the ~+~% day of ~ U , 1999.
· DOR~. t BEADON
SAIDIS,
.~-I U F F &
iASLAND
~ORNEVS*AT,LAW
Market Street
2amp Hill, PA
Signed, sealed, published and declared by DORIB H. BEADON,
Testatrix therein named, on this and one (1) other sheet of paper
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.
Name
Address !
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND)
: SS.
WE, the undersigned, the testatrix and the witnesses,
respectively, whose names are signed to the 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 signed willingly (or
willingly directed another to sign for her), and that she
executed it as her free will and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the
presence and hearing of the testatrix signed the will as
witnesses and that to the best of their knowledge the testatrix
was at that time eighteen years of age or older, of sound mind,
and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by the testatrix,
subscribed and sworn to before me by both witnesses, this
day of (~/ , 1999.
SAIDIS,
HUFF &
4ASLAND
CfORNEFS*ATeLAW
09 Market Street
Camp Hill, PA
Notarial Seal
Jo Smith, Notary Public
C~rnp Hilt Boro, Cumberland County
Commission Expires May 6, 2000
Notary Public
BUREAU OF ZNDZVZDUAL TAXES
INHERI'TANCE TAX DTVZSZON
DEPT. 180601
HARR/SBURG, PA 17118-0601
JOHN E SLIKE
SAIDIS ETAL
2109 MARKET ST
CAMP HILL
PA 1~7011
CONNONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOT/CE OF INHERZTANCE TAX
APPRA/SENENT, ALLO#ANCE OR D/SALLO#ANCE
OF DEDUCT/ONS AND ASSESSNENT OF TAX
DATE 12-29-2003
ESTATE OF BEADON
DATE OF DEATH 07-11-2003
FZLE NUMBER 21 03-0596
COUNTY CUMBERLAND
ACN 101
Amoun'l: Ram/~:'l:ed
REV-lO,J7 EX &FP (01-05)
DORIS H
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGTSTER OF NZLLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (:01-03) NOT/CE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR
DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF BEADON DORTS H FZLE NO. 21 03-0596 ACN 101 DATE 12-29-2003
TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSI;
APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B)
3. Closely Held S~ock/Par~nership /nteras~ (Schedule C) (3)
4. Mor~gages/No~es Receivable (Schedule D) (4)
E. Cash/Bank Deposlts/Hisc. Personal Proper~y (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Asse~s
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Hortgaga Liabili~ies/LAans (Schedule /) (10)
11. To,al Deductions
12. Na~ Value of Tax Re~urn
22z955.1~
.00
.00 NOTE: To insure proper
· O0 crm:lJ~ ~o your account,
.00 subei~ ~he upper portion
.00 of ~hAs fora wi~h your
tax payment.
.00
(8)
~,501.57
22,955.1q
15.
14.
NOTE:
2,820.78
(11) 7.3~.35
(12) 15,632.79
.00
15,632.79
668.31
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULAT/ON OF ADD/TZONAL ZNTEREST.
ASSESSMENT OF TAX:
1.6. Aeoun~ of Line 14 at Spousal ra~a
16. Amoun~ of Line 14 ~axable at Linmal/Class A rata
17. Amoun~ of Linm 14 a~ Sibling ra~e
18. Amount of LAne 14 ~axabla a~ Colla*eral/Class B rata
19. Principal Tax Due
tAX CREDZTS:
PAYHENT RECFZpT DI$COUNT
DATE NUMBER ZNTEREST/PEN PA/D (-
10-09-2003 CD003110 35.17
TOTAL TAX CREDZT 703.~8
BALANCE OF TAX DUEI .00
ZNTEREST AND PEN. I .00
TOTAL DUE I .00
ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT /S RE~U/RED.
TOTAL DUE 13 REFLECTED AS A 'CRED/T' (CR), YOU HAY BE DUE
REFUND. SEE REVERSE S/DE OF THIS FORH FOR /NSTRUCT/ONS.)
AHOUNT PAZD
(15) .00 X O0 = .00
(16) 15,652.79 X Or~5= 703.~8
(17) . O0 x 12 = . O0
(18) .00 x 15 = .00
(/9)= 703.~8
reflect figures that include the total of ALL returns assessed to date.
Chari*able/Govarnmen*al Bequests; Non-elected 911:5 Trusts (Schedule J) (13)
Nat Value of Es~:e*e Subjec~ ~:o Tax (14)
Zf an assessment Has issued previously, 1ine$ 1~, 15 and/er 16, 17,
18 and 19 Nill
RESERVATION:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collatara1) beneficiaries of the decedent after the expiration of any estate for
11fa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lamful Class B (collateral) rate on any such futura interest.
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ZSTRAT/VE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Sectlon 9140).
Detach the top portion of this Notice and submit with your payment to tho Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NZLLSj AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-151S). Applications ara available at the Office
of the Register of Hills, any of the 22 Revenue District Offices, or by calling the special 24-haur
anseering service for fores ordering: 1-&00-562-2050~ services for taxpayers with special hearing and / ar
speaking needs: 1-BOO-4qT-5020 (TT only).
Any party in interest not satisfied with the appraisement, allawance, or disallowance of deductions, or assessment
of tax (including discount or interest) as sho~n on this Notice must object within sixty (60) days of receipt of
this Notice by:
--erittan protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Reviae Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (2) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15Z tax amnesty non-participation penaIty is computed on the total of the tax and interest assessadj and not
paid before January 1B~ 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day free the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (62) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after
January 1, 1982 ~ill bear interest at a rate ~hich ~ill vary from calendar year to calendar year eith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Yea.~_r Rate Factor Yeast Rate Factor
1982 202 .000548 1987 92 .000247 1999 72 .000192
1982 162 ,00045B 1988-1991 112 .000501 ZOO0 82 .000219
1984 112 .000501 1992 92 .000247 2001 92 .0002~7
1985 152 .000556 1995-1994 72 .000192 ZOOZ 6~ .000164
1986 102 .000274 1995-1998 92 .000247 Z005 52 .000157
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (1S) 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.
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Doris H. Beadon
Date of Death: July 11, 2003
Will No. 21-03-0596 Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is
complete: Yes 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
account informally to the parties in interest? Yes X ; No
an
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: //~/O~ ~n .~.Jo~n E.~S ~
like, Esquire
I.D. No. 06262
SAIDIS, SHUFF, FLOWER & LINDSAY
2109 Market Street
Camp Hill, PA 17011
(717) 737-3405
Capacity:
Personal Representative
X Counsel for Personal
Representative