HomeMy WebLinkAbout03-0851 PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
also known as To:
Register of Wills for the~ z
Deceased. County of _(~_~-~n~'~-gin the
Social Security No. ~Z./ (.fl - ~ ~/ ~ 5--~.~ ~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older, appl
letters
of
administration
on the estate of
(d.b.n.; pendente lite; durante absentia; durante minoritate)
the above decedent.
Decendent was domiciled at death in C~'_~ CQunty, Pennsylv ia, width
h -~- last family or principal residence at ~ _3._ ~ /~/~-~/ P_~~
'~ - (list street, number and municipality)
Decen~nt. then "~ t~ years of age, died 0 ~ - ~ ~ - C.) _~ ,,~.t,-~ 0 _~ ,
at
!
Decendent at death owned property with estimated values as folllows:
(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 $
situated as follows:
Petitioner.__ after a proper search ha ascertained that decedent left no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
THEREFORE, petitioner(s) respectfully request(s) the gr~t of letters of administration in the
appropriate form to the undersigned.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Cleon P. Aitkins
DateofDeath: September 30, 2003
Will No.: 21-03-0851 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 [-/] 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
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 [~ No [-]
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this re.p~_rt. A ..,.. _ ..'
Date: December 3, 2004
Signature
I(eith O. Brenneman
~ ' Name
4/4 }/. l'iain Street
',.c l~lechanicsburg, PA 17055
t
i': "~. Address
(717) 697-8528
:-:~:i Telephone No.
Capacity: [--] Personal Representative
Iici Counsel for personal representative
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
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 above decedent petitioner(s) will well and ,c
truly administer the estate according to law.
Sworn to or affirmed and subscribed
bel~ore me this _ }~'~ day of
-~ -- ~egis~r L
so. l-03-
Estate of ( ,~cm (D ~'~,,~ , Deceased
GRANT OF LETTERS OF ADMINISTRATION
ANDNOW 0qY~L~)'~
17 /°)003 ~ , in consideration of the petition on
the reverse side hereof, sigisfactory proof h~vin .~~d before me,
IT IS DEC~ED that ~ ~
is/are entitled to Letters of Administration, ~nd in accord with such finding, Letters of A~inistration
are hereby granted to ~o ~ ( ~ ~ ~ ~
in the estate of Q ~ ~ ~~'~
FEES
Letters of Administration ..... $2~ ~. ~ -
Short Ce~ificates( ) .......... $~ ATTORNEY (Sup. Ct. LD. No.)
Renunciation ......... ~" $
$_ j O. o O ADDRESS
TOTAL ~ S-
Filed }.~.-.t~r. ~.~ ..... A.D. 19 -
PHONE
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be fbrwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Local Registrar
P 9 6 4 7 9 1 2 ocr 0 1 200:]
No. ~ Date
Rev. 2/a7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH - VITAL RECORDS
CERTIFICATE OF DEATH
Cleon P. Aitkins ,.male ,. 210 __ 24 -- 5958 . g- fi-i]
70 v~. ; I I/05/1933 ,~
~. ; ~. ~Lew i s t own PA
m Dauphin~o~m.~u,u~t~ot,~ ~.Harrisburg ~. Harrisburg Hospital i~.~.~,~,.~.. ~m. ~ite
,,.. Laborer ,bHarrisburg Steel
' ' ~'~- I,~. ~,~Married ,~Delores J. Moore
228 N. 2nd St. ~c~u~ ,~,.m~ PA
Wormleysburg, PA 17043 t~
,m.~ Cumberland ~' ,~.~~.~~'~ Wormleysburg
~HER'S ~ME (F~, ~. Lam)
,~. Clark A~tk~ns
~, Ida Lindsay
~. Delores J. Aitkins ],~,,u Tory Circle Enola, ~PAc~17025
~ ~'~ O[.,..Oetober I, 2003 J~,~ Hollinger Crematory I~,. Hr. Holy Srlngs PA 17065
--'. ~- .~~7 12~ FD 012774-L 122cRichardson F H 29S.EnolaDr. Enola PA 17025
I. d
-- L~ca~ ---'
~'~ ~ ~OUE~E ~: i ~ -- '
~a~'~' ~m~le~Emm(~ym~ ~y J c. DuEDUE m (~ AS A C~SEOUE~E ~:m (~ ~ A C~SEQUE NCE ~:
Y~m~)~T I
~ ~ 2~TM ~ ~ ~ ~ ~ ~ ~ ~le~ "P~CE ~ I~URY - Al ~**/arm, ~reet. la~, o~e
TO ~ ~, Of my k~.,~.. ~.th ~c.r~., t~ lime..,...~ p~c...~ dui ~ I~ clue(l)
..n..,.,,.,~ ........................................................................................... ~ ~2 ~f /~ f~ ~-~ --
/i
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Cleon P. Aitkins
Date of Death: September 30, 2003
No. 21-03-0851
1'o 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 beneficiaries of the above-captioned Estate on
November 3, 2003.
~4ame Address
Linda L. Murdorf 319 Mount Allen Drive
Mechanicsburg, PA 17055
Cleon J. Aitkins 75 Southmont Drive
Enola, PA 17025
Valerie D. Wolfe 4057 Amity Road
Duncannon, PA 17020
)elores Aitkins 148 Tory Circle
Enola, PA 17025
qotice has now been given to all persons entitled thereto under Rule 5.6(a) except: None.
)ate: November 3, 2003
Keith O. Brenneman, Esquire
:-.-, Snelbaker, Brenneman & Spare, P. C.
44 W. Main Street
Mechanicsburg, PA 17055
(717) 697-8528
~ Counsel for Personal Representative
LAW OFFICES
SNELBAKER,
BRENNEMAN"
& SPare
JAMES A:BALOGH - MN
GA,VW."ECKER- DC. r','L, MN, W" BALOGH DECKER, LTD. ARIZONA OFFICE:
*CREDITOR'S RIGHTS SPECIALIST 7702 EAST DOUBLETREE
AMERICAN BOARD OF CERTIFICATION ATTORNEYSATLAW RANCH ROAD
............ SUITE 300
CHELSEA A. JAGUSCH - MN, WI
SCOTTSDALE, AZ 85258
ANGELA M. HORN - MN SEND ALL WRITTEN REPLIES TO:
MICHAEL D. JOHNSON - MN
MARY ELLEN WEEMAN - KS, MN, MO 41 50 OLSON MEMORIAL HIGHWAY, SUITE 200
THERSIA O. LEE- MN MINNEAPOLIS, MINNESOTA 55422-4804 OF COUNSEL:
CHAD J. BOLINSKE - MN LITOW LAW OFFICES, P.O.
DIANA THEOS - AZ, CO (IOWA)
STEVEN M. TOMS- MN TELEPHONE 763-852-8440
HEATHER L. KIGHT- MN, NY FAX 763-852-8499 LUSTIG, GLASER & WILSON, P.C.
MICHAEL L. MCCAIN - MN (MASSACHUSETTS)
WILLIAM B. HOPKINS - MN, WI TOLL-FREE 888-762-9997
KIMBERLY L DUNCAN - MN
JOHN E. OLCHEFSKE - MN ] 2/0
JON M. SUSTARICH - MN
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
Re: In the Estate of CLEON P AITKINS
Probate Case No. 21-2003-00851
Social Security No: 210245958
Last known residence: 228 N 2ND ST WORMLEYSBURG, PA 17043
Our Client: DISCOVER FINANCIAL SERVICES, INC.
Account Number: 6011002520308412
Amount of Debt: $ 676.37
Dear Sir or Madam:
Enclosed please find a Creditor=s claim to be filed in the record with the above-referenced Estate.
Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank
you for your assistance. If you have any questions or concerns, please call our firm toll free at 1-
888-762-9997.
Cordially,
Balogh Becker, Ltd.
Attorneys at Law
Enclosures
A check for $5.00 for the filing fee.
cc: Attorney for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose.
This letter is from a debt collector.
3686 11/28/2003 1033128
COMMONWEALTH OF PENNSYLVANTA
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT DTVTSTON
NO TICE OF CLAII~I
Tn Re: The Estate of: Cour~ File No: 21-2003-00851
CLEON P AITKINS
Deceased
TO: THE CLERK OF THE ORPHANS' COURT DTVTSTON:
Notice of claim by creditor, Pursuant to Section 3532(b)(?) of the Probate,
Estates, and Fiduciaries Code, :~0 PA.C.S.A. §3532(b)(2).
DISCOVER FINANCIAL SERVICES, INC.
1) Claimant's name:
C/O BALOGH BECKER LTD, 4150 OLSON MEMORIAL
2) Claimant's address: HWY #200
MINNEAPOLIS, MN 55422
8887629997
3) Creditor listed below is the owner and holder of a claim in the amount of
$. 676.37
4) The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
5) Decedent's address: 228 N 2ND ST WORMLEYSBURG, PA 17043
6) Date of Death: 09/30/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by.
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they !nformation and representations made herein are true and correct
to the best of my knowledge, information and belief.
Dated:
Ohelsea A. dagusch/~la M. Horn, Attorne~'"--
Written notice of claim was given to Personal Representative and/or his/her counsel
as stated below:
DELORES d AITKINS
Name
148 TORY CIROLE
Address
ENOLA, PA 17025
City/State/Zip
Date notic~ mL~iled
IN RE ESTATE OF: CLEON P AITKINS
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly sworn deposes and states the follows:
1. Your Affiant is authorized by the Claimant as its Attorney-In-Fact to make this Affidavit.
2. Your Affiant has reviewed the account records of the Claimant with respect to the
decedent. Your Affiant is familiar with these records and accounts and reviews them as a
regular part of her duties.
3. The Decedent purchased merchandise in the amount of $ 676.37 evidenced by
account number 6011002520308412
4. The unpaid balance does not include any post-death late payment charges, accrued
interest, collection costs or attorney's fees.
Further your affiant sayeth not
BALOGH BECKER, LTD.
By: ~
One of its attorneys:
Chelsea A. Jagusch__ Angela M. Horn
Michael D. Johnson __ Mary Ellen Weeman__
Thersia O. Lee __ Chad J. Bolinske
4150 Olson Memorial Highway, Suite 200
Minneapolis, MN 55422-4804
Subscribed and sworn before me :'
This ~ day of ._'~C-.~ ,2003.
P.O. Box :!.5:!.37
~*~ ~* ~ i ~-~ Wilmington, DE 19850-5137
877-767-9383
12/22/03
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE, #102
CARLISLE, PA 17013
Re: In the Estate of CLEON P AITKINS
AKA CLEON AITKINS
Probate Case No. 21-2003-00851
Social Security No: 210245958
Last known residence: 228 N 2ND ST WORMLEYSBURG, PA 17043
Our Client: MBNA AMERICA
Account Number: 4264291826175430
Amount of Debt: $ 2207.52
Dear Sir or Madam
Enclosed please find a Creditor's claim to be filed in the record with the above-referenced Estate.
Please return a file stamped copy of the claim in the enclosed self-addressed, stamped envelope. Thank you for
your assistance. If you have any questions or concerns, please call our finn toll free at 1-877-767-9383.
Cordially,
MBNA America
Enclosures
A check for $5.00 for the filing fee.
cc: Attorney for Estate
Personal Representative
This letter is an attempt to collect a debt and any information obtained will be used for that purpose. This letter
is from a debt 'collector.
3858 I2/18/2003 1033128
COMMONWEALTH OF PENNSYLVANZA
COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY
ORPHANS' COURT D:i:VZSZON
NO TICE OF CLAIh'I
:In Re: The Estate of: Cour~ File No: 21-2003-00851
CLEON P AITKINS
Deceased AKA CLEON AITKINS
TO: THE CLERK OF THE ORPHANS' COURT D:[VZS~ON:
Notice of claim by creditor, Pursuant to Section 3532(b)(2) of the Probate,
Estates, and Fiduciaries Code, 20 PA.C.S.A. §3532(b)(2).
MBNA AMERICA
1) Claimant's name:
P.O. BOX 15137
2) Claimant's address:
WILMINGTON, DE 19850--5137
8777679383
3) Creditor listed below is the owner and holder of a claim in the amount of
$. 2207.52
4) The facts upon which this claim is based:
This claim is based on an account for credit evidenced by the attached
Affidavit of Account Stated.
5) Decedent's address: 228 N 2ND ST WORMLEYSBURG, PA 17043
6) Date of Death: 09/30/03
7) That the claim arose prior to the death of the decedent on or about
8) That the claim is secured by
On behalf of the claimant, ! do solemnly declare and affirm under the penalties of
perjury that they !nformation and representations~
tODated:the best [~(/2~//~z''''~°f my knowledge,Kyle Frenzel/Lucilleinformation a ~ be~?~i?~ '.~'~__
r~.~~Lerb-s - Authorized R~ntative For MBNA America
Written notice of claim was given to PertsonavKepresentative~"--~'-- and/or his/her counsel
as stated below:
DELORES J AITKINS
Name
148 TORY CIRCLE
Address
ENOLA, PA 17025
City/State/Zip
Date no't~ce tnailed
IN RE ESTATE OF: CLEON P AITKINS
AKA CLEON AITKINS
AFFIDAVIT OF ACCOUNT
The undersigned, being first duly swom deposes and states the follows:
1. Your Affiant is authorized by the Claimant as its Authorized Representative-
In-Fact to make this Affidavit.
2. Your Affiant has reviewed the account records of the Claimant with respect
to the decedent. Your Affiant is familiar with these records and accounts and
reviews them as a regular part of her duties.
3. The Decedent purchased merchandise in the amount of $ 2207.52
evidenced by account number 4264291826175430
4. The unpaid balance does not include any post-death late payment charges,
accrued interest, collection costs or attorney's fees.
Further your affiant sayeth not ~~
/ On'/of its A~~tatives:
/ Ky/Ye Frenzel __
[ L~dcille Roberts
I /Jessica Lerbs ~
I J MBNA America
~/ P.O. Box 15137
Wilmington, DE 19850-5137
Subscribed and sworn before me
This ~4~_ day o~ ,2003. ·
r ,_v ouu .-,.-,,.- ,-,,,,
PENNSYLVANIA
COMMONWEALTH OF
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN
2 1 _0 3 0 0 8 5 l
HARRISBURG, PA17128-0601 RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Z Aitkins, Cleon P. _910 --
LU DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
t'1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
LU 09-30-2003 01-05-1933 REGISTER OF WILLS
LLI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
¢3 Aitkins, Delores J. 201 -- 24 - 0687
,- [~ 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date or death priarto 12-13`82)
.~. a~ '-' [] 4. Limited Estate [] 4a. Future Interest Compromise (date ordeath after 12-12-82) [] 5. Federal Estate Tax Return Required
o ~ ,.,-,[] 6. Decedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Living Trust (Atlach copy of Tmst) I 8. Total Number of Safe Deposit Boxes
< [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date ordea~ ~wea~ 12-3~-9~ a,d ~4-9~) [] 11. Election to tax under Sec. 9113(A)(Attach Sch O)
~_ THIS SE~[~ ~!OM,~; ~N~NCE A
,,Z, NAME COMPLETE MAILING ADDRESS
z Keith O. Brenneman
~ FIRM NAME (If Applicable)
~"' Snelbaker, Brenneman & Spare· P.C. 44 W. Main Street
'"' TELEPHONE NUMBER
oo Mechanicsburg, PA 17055
71 7)
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 9 · 607.66
(Schedule E)
~ 6. Jointly Owned Property (Schedule F) (6) 1 O, 323.40 .-~ -'
[Z] Separate Billing Requested
~ 7. later-Vivos Transfers & Miscellaneous Non-Probate Property (7)
I'-' (Schedule G or L)
~ 19,931.06
,g~ 8. Total Gross Assets (total Lines 1-7) (8)
LU 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 5,089.51
tV' 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10) 6,059.67
11. Total Deductions (total Lines 9 & 10) (11) l I, 149.18
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
8,781.88
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
~ rate, or transfers under Sec. 9116 (a)(1.2) 8,781.88 x .0 0 (15)
~ 16. Amount of Line 14 taxable at lineal rate x .0 (16)
~' 17. Amount of Line 14 taxable at sibling rate x .12 (17)
O
f.,3 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19) O
Decedent's Complete Address:
STREET ADDRESS I
228 N. 2nd Street
CITY Normleysburg ISTATE PA I ZIP 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits ( A + B + C ) (2)
3. InterestJPenalty if applicable
D. Interest
E. Penalty
Total IntereslJPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page I Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) O
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... []
b. retain the dght 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, induding accompanying schedules and stalements, and to the best of my knowledge and belief, it is true, correct and comCete.
Deciaraf~on of preparer other than the personal representa~ve is based on all information of which preparer has any knov,~edge.
Administratrix ~O/~f
SIGNATURE QF I~REPjIJ~ER OTHER THAN REPRESENTATIVE DATE
ADDRESS
44 W. Main Street, Mechanicsburg, PA 17055
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S §9116 (a)(1.1) (i)].
For dates of death on or mqer 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 RS. §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 RS. §9116(1.2) [72 RS. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decodent's siblings is 12% [72 RS. §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, whelher by blood or adoption.
,~ CHEDULE E
COMMONWEALTH OFPENNSYLVANIA I CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN I PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cleon P. Aitkins 21-03-00851
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of sundvorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M&T Bank - Certificate of Deposit, account No. 31003913938923 $2,972.18
2. PNC Bank, N.A. - checking account No. 5140000478 4,464.32
3. Cash 143.91
4. Miscellaneous coins and bills sold at auction (gross) 927.25
5. 1992 Buick Le Sabre 1,000.00
6. 1983 Chevrolet S-10 pickup truck 100.00
TOTAL (Also enter on line 5. Recapitulation) $ 9,607.66
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98). 1~'
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNEDPROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cleon P. Aitkins 21-03-00851
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. Delores Aitkins 114 Austin Drive surviving spouse
gnola, PA 17025
JOINTLY-OWNED PROPERTY:
L~ ~ ~ bK DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OFASSET INTEREST DECEDENTS INTEREST
1 A. 3/86 $200.00 U.S. Savings Bond, Series Et, 9281.20 IOU~ $ 281.20
No. R22184069EE
2. A. 1/93 $10,000.00 U.S. Savings Bond, Series $9,304.00 100% 9,304.00
Et, No. X2398867EE
3. A. 2/86 $100.00 U. S. Savings Bond, Series $140.60 100% 140.60
gE, No. Cl11295835EE
4. A. 7/99 $1,000.00 U.S. Savings Bond, Series $597.60 100% 597.60
Et, No. M73168071EE
TOTAL (Also enter on line 6, Recapitulation) $ 10,323.40
(If more space is needed, insert additional sheets of the same size)
SCHEDULE
H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Cleon P. Aitkins 21-03-00851
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
Halpe~-zi Funeral ltome $1,850.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions waJ_ved
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Add ress
City State __ Zip
Year(s) Commission Paid:
2. Att°mey Fees to Snelbaker, Brenneman & Spare, P.C. $2,500.00
3. Family Exemption: (If decedent's address is not the same es claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees tO Register of W~_lls /47.00
5. Accountant's Fees, miscellaneous probate fees, filing fees and
costs (reserve) 400.00
6. Tax Return Preparer's Fees
7. Advertise grant of letters of Administration:
a. The Patriot News: $217.51
b. Cumberland Law Journal: 75.00
292.51
TOTAL (Also enter on line 9, Recapitulation) $ 5,089.51
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX,- {12-03)
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAXRETURN MORTGAGE LIABILITIES, & LIENS
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Cleon P. Aitkins 21-03-00851
Re )od debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbureed medical expenses.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
1. OF DEATH
Discover Financial Services, Inc. - credit debt due,
account No. 6011002520308412 $ 676.37
2. MBNA America - credit debt due, account
No. 4264291826175430 2,207.52
3. Dr. John D. Conroy - payment on account of medical expenses 2,890.46
4. UGI - payment on account of utility expense 120.47
5. PP&L - payment on account of utility expense 79.43
6. Comcast - payment on account of cable expense 17.89
7. Verizon - payment on account of utility expense 67.53
TOTAL (Also enter on line l0, Recapitulation) $ 6,059.67
(If more space is needed, insert additional sheets of the same size)
MONWEALTH OF PENNSYLVANIA I BENEFICIARIES
~EFICIARIES I
ESTATE OF
Cleon P. Aitkins FILE NUMBER
MI-~ RELATIONSHIP TO DECEDENt'- 21-03-00851
NU NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY AMOUNT OR SHARE
D~ ~ Do Not List Trustee(s) OF ESTATE
TAXABLE ISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
Delores J. Aitkins surviving spouse
*114 Austin Drive $30,000 plus
Enola, PA 17025 1/2 of residue
Cleon J- Aitkins
75 Southmont Drive son 1/4 of residue
Enola, PA 17025
Linda L. Hurdorf
319 biount Allen Drive daughter 1/4 of residue
Hechanicsburg, PA 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
Il NON-TAXABLE DISTRIBUTIONS: ~
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DiSTRiBUTiONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA ~ ss:
COUNTY OF CUMBERLAND J
Delores J. Aitkins
being duly sworn eccordlng +o law, deposes and says the+ She is the
, Admin~stratrix_ of the Estate of Cleon P. Aitkins
late of the Borou_~h_ of Wormleysburg , Cumberland County, Pa., deceased and that the
within is an inventory made by Delores J. Aitkins ~, the said Administratrix
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate oufslde
the Commonwealth of Pennsylvania, and fhaf the figures opposite each item of the Inventory represent it's fair value
as of the date of decedenf's death.
~-~Lc..~2~ -'~co andsubscribedbeforeme, /~~~~~
~Execufor - Administrator
Su~n L. Ma~, No~ Pu~ic Address
~ani~ ~, Cum~and ~n~
My ~~ Ex~ Nov. 24, 2~7
Member, Pennsylvania Ass~iation Of NotaHee
Date of Death 30 September 2003
Day Month Yea~
INSTRUCTIONS
I. An inventory must be filed within three months after appolnfmenf of personal represenfafive.
2. A supplement inventory must be filed wifhrn fhlrfy days of discovery of additional assets.
3. Additional sheets may be attached as fo personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
Inventory of the real and personal estate of
Cleon P. Aitkins ., deceased
I. REAL ESTATE.
NONE NONE
II. PERSONALTY.
A. M&T Bank, Certificate of Deposit No. 31003913938923 $2,972.18
B. PNC Bank, N.A., Checking Account No. 514000078 4,464.32
C. Cash and Coins 1,071.16
D. 1992 Buick Le Sabre 1,000.00
E. 1983 Chevrolet S-10 pickup truck 100.00
TOTAL VALUE, PERSONALTY $9,607 36
TOTAL VALUE, ALL PROPERTY: $9,607.66
COHNONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE
BUREAU OF ZNDZVZDUAL TAXES
/NHERITAHCE TAX DIVISION NOTZCE OF ZNHERZTANCE TAX
PO BOX 280601 APPRAZSEHENT, ALLONANCE OR DZSALLONANCE
HARRISBURG, PA 17118-0601 OF DEDUCT/ONS AND ASSESSHENT OF TAX REV-t;4~ £x
DATE 11-15-200~
ESTATE OF A/TKZNS CLEON P
DATE OF DEATH 09-$0-2005
FZLE NUHBER 21 03-0851
COUNTY CUHBERLAND
KEITH 0 BRENNEHAN ACN 101
SNEL~AKER ETAL Amoun* Remi~ed
~q W MA[N ST
HECHANICSBURG PA 17055
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REG/STER OF W/LLS
CUH~ERLAND CO COURT HOUSE
CARL/SLE, PA 17015
CUT ALONG THZS LZNE I~ RETAZN LONER PORTZON FOR YOUR RECORDS
REV-1547 EX AFP (01-03) NOTZCE OF /NHERZTANCE TAX APPRA/SEHENT~ ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF A[TK[NS CLEON P FZLE NO. 21 03-0851 ACN 101 DATE 11-15-200~
TAX RETURN NAS: { X} ACCEPTED AS FZLED ( } CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Es*a*e (Schedule A) (1) .00 NOTE: To Ansure proper
2. S~ocks and Bonds (Schedule B) (2) .00 credi~ ~o your accoun*,
~. Closely Held Stock/Partnership In~erms~ (Schedule C) ($) .00 subai~ ~he upper portion
~. Hor~geges/No~es Rece/veble (Schedule D) (q) .00 of ~his fora wi~h your
5. Cash/Bank Deposits~Misc. Personal Proper~y (Schedule E) ($) 9;607.66 ~ax payment.
6. Jointly Owned Proper*y (Schedule F) 16)
7. Transfers (Schedule G) 17} .00
8. To,al Asse~s 18) 19,951.06
APPROVED DEDUCTZONS AND EXEHPTZONS: 5,089.51
9. Funeral Expanses/Ada. Cos~s/Nisc. Expanses (Schedule H) 19)
10. Deb*s/Hor~gage Liabilities/Liens (Schedule I) 110) 6;059.67
12. Ne~ Value of Tax Re~urn (12) 8,781.88
15. Chari~eble/Governaen~el Bequests; Non-elected 9115 Trusts (Schedule J) 115) .00
lq. Ne* Value of Es~e~e SubSec* ~o Tax 11~) 8,781.88
NOTE: Z~ an assess;ent ~as ~ssued previously, lines 1~, ~5 and/or 16, 17, ~8 and
reflect f~gures that ~nclude the total of ALL returns assessed to date.
ASSESSNENT OF TAX=
15. Amoun~ of Line 1~ a~ Spouse1 ra~e 115) 8,781.88 X O0 = .00
16. Amoun~ of Line 1~ *axable m~ Lineal/Class A ra~e 116) ~0 X 0~5 = .00
17. Amoun~ of LAne lq a~ Sibling rolo 1171 ~.00 I = ' .00
O0 x 15 = .00
18. Amoun~ of Line Ii taxable at Collateral/Class B rate (18)
19. Pr/nclpal Tax Duo ~)= .00
TAX CREDZTS:
PAYHENT RECEZPT DZSCOUNT (+) AHOUNT PA/D
DATE NUHBER /NTEREST/PEN PAZD (-)
TOTAL TAX CREDZT I .00
BALANCE OF TAX DUEl .00
ZNTEREST AND PEN. .00
TOTAL DUE .00
~ 1F PAZD AFTER DATE /ND/CATED~ SEE REVERSE ( ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQU/RED.
FOR CALCULATZON OF ADDZT/ONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS.)
RESERVATION: Estates of decedents dying on or before December 1Z, 1982 -- 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 Coeeoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 2S of ZOO0. (7Z P.S.
Section 9140).
PAYNENT: Detach the top portion of this Notice and submit aith your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HXLLS, AGENT
REFUND (CR): A refund of a tax credit, mhich was not requested on the Tax Return) may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131S). Applications are available
online at ewe.revenue.state.om.us) any Register of Hills or Revenue Oistrict Office, or free the Department's
Z4-hour answering service for fores orders: 1-800-56Z-ZOSO; services for taxpayers with special hearing end/or
speaking needs: 1-800-447-5020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisment) allowance or disalloeance of deductions or assessment of tax
(including discount or interest) as shown on this Notice say object within 60 days of the date of receipt of this notice
by filing one of the folloaing:
A) Protest to the PA Department of Revenue, Board of Appeals. Yau say object by filing a protest online at
aww.boardofappeals.stata.pa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to ba valid, you must receive a confirmation number and processed date fram the
Board of Appeals websita. You say also send a written protest to PA Department of Revenue) Board of Appeals
P.O. Box ZBIOZ1, Harrisburg, PA lT1ZB-lOZ1. Petitions may not be faxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
ADNIN- C) Appeal to the Orphans' Court.
ISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes) ATTN: Post Assessment Review Unit, P.O. Box ZB0601, Harrisburg) PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three ($) calendar months after the decedent's death, a five percent (5X) discount of
the tax paid is allowed.
PENALTY: The 1Si tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (l) day from the date of
death) to the date of payment. Taxes which became delinquent before January l) 19aZ bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. Ail taxes which became delinquent on and after
January 1, 19Bi will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 19Bi through 2004 ara:
Interest Daily Interest gaily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .000548 ~"~)"~"~-1991 llZ .000301 ~ 9Z .000247
1983 162 .000438 1992 9Z .000247 200Z 62 .000164
1984 llZ .O003Ol 1993-1994 7Z .O0019Z 2003 5Z .000137
1985 13Z .000356 1995-1998 9Z .000247 2004 42 .000110
1986 IOZ .000274 1999 7Z .00019Z
1987 lOX .000274 ZOO0 72 .000192
--Interest is calculated es follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (lS) 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.