HomeMy WebLinkAbout03-0804PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Charles C.Neil No.
also known as To:
, Deceased.
Social Security No. 160-52-1852
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 will of the above decedent, dated August 1, 1995
and codicil(s) dated
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 307 Dwelling Court, Shippensburq Borouqh
Shippensburg, Pennsylvania 17257
(list street, number and municipality)
Decedent, then 46 years of age, died 9/20/03
at Harrisburq Hospital, Harrisbur.q, Dauphin County
Except as follows, decedent did not marry, was not divorced and did not have a child bom or adopted
after execution of the will offered for probate; was not the victim of a killing and was never ajudicated
incompetent:
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
situated as follows:
$ 8,000.00
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
thereon.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
51~ kenwood Park
Shippensbur,q, PA 17257
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 'L
ss
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly admini~t0r/fhe estate according to law.
Sworn to or affirmed and subscribed (- ~b//~ ~
before me this ,? 'z'/.' day of 1
O~tober, 2003 '
/'9-1~,'2-/-~,
Estate of Charles C.Neil , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW October ~ 2003 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 8/1/95
described therein be admitted to probate and filed of record as the last will of Charles C. Neil
and Letters Testamentary
are hereb}, granted to
Colby I~. Neil
FEES
Probate. Letters, Etc ......... $
~-~ ~ 1~.~-. e_~
Short ~ificates ( ) ...... $ ~
~ation ............ $
/ $ /~.~
TOTAL $ ~J- ~
Filed..~ ~,. ~ ........
H. Anthony Adams
25502
ATTORNEY (Sup. Ct. I.D. No.)
49 W. Orange Street, Suite 3
Shippensburg PA 17257
ADDRESS
717-532-3270
PHONE
CHARLRS C. NEIL
I, CHARLES C. NElL of Shippensburg, Cumberland County, Pennsylvani~ being of sound and
disposing mind, memory and understanding, do rrmke, publish and deciare ti-As to be my Last W"ill and
Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my estate as soon after
my death as is reasonably possible. However, my personal representative need not accelerate and pay
those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous
to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave
marker at the time of my death, I authorize my personal representative, in his, her, or its sole discretion,
to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate
for this purpose.
SECOND
I give, devise, and bequeath my real estate located at 19 Koser Road, Shippensburg, Cumberland
County, Pennsylvania and any and all jewelry I may own at the time of my death in equal shares to my
step-grandchildren, JOSEPH BOWERS and DENISE BOWERS, if they survive me by sixty (60) days,
per stirpes. I give, devise, and bequeath any and all guns I may own at the time of my death to my
brother, COLBY D. NElL, if he survives me by sixty (60) days, per stirpes.
THIRD
The rest, residue and remainder of my Estate in equal shares to my mother, LINDA MARY
NEIL, of Shippensburg, Pennsylvani~ my brother, COLBY D. NEI~ of Shippensburg, Pennsylvani~ and
my sister, CLAUDIA CATHERINE CARTER of Upper Strausburg, Pennsylvania provided they survive
me by sixty (60) days, per stirpes.
FOURTH
If, at the time of my death, any beneficiary of this my Last Will and Testament is under the age
of eighteen (18) years or is, in the judgment of my personal representative, mentally disabled, I give, devise
and bequeath said beneficiary's share to my Trustee, DARREN BOWERS, of 196 Creekhill Road,
Newville, Cumberland County, Pennsylvania, in Trust for said beneficiary, in accordance with the
paragraphs below.
FIFTH
During the terms of any trust created pursuant to this Will the Trustee is authorized to expend
and apply so much of the net income and principal of each such trust as the Trustee shall consider
advisable for the health, maintenance, support, and education (including college education, undergraduate
and graduate) of each such beneficiary until he or she attains eighteen (18) years of age, or until all such
amounts are paid out of the Trust. When the beneficiary attains the age of eighteen (18) years or is in
the judgment of my Trustee mentaUy sound wh,.'chever event occurs later, the Trust shall terminate and
the remainder thereof shall be paid to said beneficiary. If said beneficiary shall die before the termination
of said Trust, the Trust shall terminate and the remainder thereof shall be paid in accordance with the
paragraph above. I direct that no Trustee shall be required to give or post bond for the faithful
performance of the Trustee's duties in this or any other jurisdiction.
SIXTH
My executor and trustee are authorized and empowered to exercise from time to time in his, her
or its sole discretion and without prior authority from any Court, in respect of any property forming part
of any trust hereby created or otherwise in its possession hereunder all powers conferred by law upon
trustees or executors and the testator intends that such powers be construed in the broadest possible
rn~rmer.
SEVENTH
I nominate, constitute and appoint my brother, COLBY NEIL, of Shippensburg, Pennsylvani~
Executor of this my Last Will and Testament. In the event COLBY NElL is deceased, unable or
unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and
appoint LIN-DA MARY NElL, of Shippensburg, Pennsylvania, to serve instead.
EIGHTH
I hereby declare it to be my expressed desire that my personal representative employ the Law
Office of Ron Turo of Cumberland County, Pennsylvani~ for legal advice and assistance regarding this my
Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting
any matters that may arise at the probate of this instrument, the administration of my estate, and the
execution of the powers herein mentioned.
LN WITNESS WHEP~EOF, I have hereunto set my hand to this my Last Will and Testament this
__~4day of /~d ,z _~y- , 1995.
WITNESS (./ ./- ~
CHARLES C. NEIL
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
the witnesses whose
names are attached to the foregoing document, being duly q],nlified according to the law, do depose and
say that we were present and saw testator sign and execute the instrument as his Last Will and
Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last
Will and Testament as witnesses and that to the best of our knowledge the testator was at the time 18
or more years of age, of sound mind and under no constraint or undue influence.
Sworn or affmued and subscribed before me by i-'~'-'~c~ ~,~~
N'o*,~ Public
and
My Commission Expires June 3, 1996
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
I, CHARLES C. NEIL, the Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as
my free and voluntary act for the purposes therein expressed.
CHARLES C. NEIL
day of
Sworn or affwmed and acknowledged before me by CHARLES C. NELL, the Testator, this -~-~-
~ ~ ~.%-~' ,1995.
Robat Peter Kline, Notary Public
CarlYle Boro, Cumberland County
My ComrNssion Expires June 3, lg96
WELTMAN, WEINBERG & REIS CO., L.P.A.
ATTORNEYS AT LAW
175 South Third Street, Suite 900
Columbus, Ohio 43215-5177
614.801.2710
800.325.9965
614.801.2604 (fax)
www.weltman.com
MOUNT HOLLY, NJ
609.914.0437
PHILADELPHIA, PA
215.599.1500
PITTSBURGH, PA
412.434.7955
CINCINNATI, OH
513.723.2200
CLEVELAND, OH
216.685.1000
DETROIT, MI
248.362.6100
Register Of Wills
One Courthouse Square
Carlisle, PA 17013
December 12, 2003
RE: Estate of Charles C Neil
CLAIM OF: Discover Financial Service
OUR FILE NO.: 03309081
Dear Sir or Madam:
This law firm represents Discover Financial Service in connection with its claim which we wish to file on our client's
behalf into the estate of Charles C Neil, deceased. Enclosed is our check in the amount of $5.00 which we
understand is the filing fee for this claim.
Our client's claim is based upon its account number 6011002020695748-1 in the amount of $2,497.61. Included
with this letter is the claim form which we wish to present to this court and which we are forwarding to the attorney
and/or fiduciary of this estate.
It would be appreciated if all correspondence and disbursements with respect to this matter be forwarded to our
office and to the attention of the undersigned. Additionally, it would be appreciated if any notices of any hearings
also be forwarded to the undersigned. Thank you for your cooperation in this matter.
This law firm is a debt collector attempting to collect this debt for our client and any information obtained will be
used for that purpose.
Attorney at Law
AJR!jdo
CC: Colby Neil, Personal Representative and Anthony H Adams, Esquire
Enclosure
FORM 93-O.C. DIVISION
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
OF
Charles C Nell
(Deceased)
CLAIM
To the CLerk of Orphans' Court Division:
No: 2103804
Index and make proper entry in your official record of claim of Discover Financial
Service(CLaimant) Acct. No.: 6011002020695748-1
in the amount of $2,497.61 against the estate of the above named decedent. This
claim is fi[ed under section 732 (b) (2) of the Fiduciaries Act of 1949 as amended.
The said decedent, who resided at 307 Dwe[[in~ Ct Shippensbur~, PA 17257,
died on September 20, 2003.
Written notice of this claim was given to Co[by Nei[, Personal Representative and
Anthony H Adams, Esquire on December 12, 2003
ALLen J. ke)s, Attorney at Law
175 SoutlYThird Street,
CoLumbus, OH 43215
1-800-325-9965 wwr # 03309081
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No. Admin. No. c:~O0 ~ -- O0~C) ('/
To the Register:
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 ./ I ! D 9'-,I O_5~ :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name
Capacity: __ Personal Representative
~X.,~ Counsel for personal representative
REV-1500~. . (6-00) .
.
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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Neil Charles
DATE OF DEATH (MM-DD-Year)
C.
DATE OF BIRTH (MM-DD-Year)
09/20/2003 07/29/1957
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
none
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[Xl 1. Original Return
D 4. Limited Estate
[Xl 6. Decedent Died Testate (AllachcopyofWiJI)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (date afdeath after 12-12-82)
D 7. Decedent Maintained a Living Trust (AllachcopyofTrust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
c:t.\ -J-~ ~\ ~-~~~
COUNTYCOoE -YEA~ - - NUMBER- .
SOCIAL SECURITY NUMBER
1 60- 5 2 - 1 852
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
Q.. 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETl;D.)J.L CORRESPONDENCE AND CONFIDENTIAL TAXJNFORMATIONSHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
H. Anthon Adams 49 W. Orange Street
FIRM NAME (If Applicable)
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Suite 3
TELEPHONE NUMBER
717 -532-3270
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
(1)
(2)
(3)
(4)
(5)
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)
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
(8)
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1 .2)
X _(15)
X _(16)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
X .12
18. Amount of Line 14 taxable at collateral rate
X .15
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
C")
t"':::
~A 17257
11 ,699.91
~-';V
..:;~-'
1;'-
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11,699.91
16,432.07
5,247.82
(11)
(12)
(13)
21 ,679.89
-9,979.98
(14)
-9,979.98
(17)
(18)
(19)
>>
BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND, RECHECK MATH
pt.
<<
De~edent's Complete Address:
STREET ADDRESS
CITY I STATE I ZIP
Shippensburg PA 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
4.
Total Interest/Penalty ( D + E)
If 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
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX. DUE.
(3)
A. Enter the interest on the tax due.
(4)
(5)
(5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
5.
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; ........................................................................... 0 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?... ... ..... ... ....... ..... ....... ................... ........................... ............... 0 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 IKl
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 pe~ury. I declare that I 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 PERSO~N:;e: FO= RETURN DATE
DDRESS
~
SIGNATURE 0
-1-6G
/72j--'J
DATE
ADDRES
~S\~~~~~~~~~f~:r~.....
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on . ... <. l ('\ ,,> \ the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)l. .p .., \.J ' \':~
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers "t s ~ \v ~ spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)).
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requiren I 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: I ~
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of agE \>'-'k" (\,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefi
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 1:
individual who has at least one parent in common with the decedent, whether by blood or adoptio
Lfq
Q;~
Cj "\ C'V''-.'(c
I
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I/JS ;/
use of a natural parent, an adoptive parent,
n 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)],
ing is defined, under Section 9102, as an
RE"'-1508 EX'+ (6-98)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Neil
FILE NUMBER
Charles
C.
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
DESCRIPTION
Federated American Leaders
Account # 07002001757
Items sold at public auction
3. Orrstown Bank
Checking Account 103004819
4.
5.
6.
7.
Orrstown Bank
Account # 103004245
1990 Ford Van
other vehicle, Jewelry, guns
Custom Van Ford Liner
sold to autobargins
LeBaron Chrysler
1992
VALUE AT DATE
OF DEATH
35.97
1,572.25
791.69
3,000.00
4,500.00
1,800.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
11,699.91
RE;V-1511 E)( + (12-99)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Neil
Charles
FILE NUMBER
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
C.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Fogelsanger Bricker Funeral Home 6,969.00
2. Burial Plot 800.00
3. Gordon's Memorials 860.00
B. ADMINISTRA TIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representalive (s) 1,500.00
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attomey Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 1,500.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 101.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees H. & R. Block 72.00
7. Medical Assistance 110.00
8. Daniel Hershey Auctioneering- Cost of sale 441.24
9. First Energy 67.69
10. Shippensburg Borough (per capita tax) 28.50
11. Chambersburg Hospital 671.84
12. Moffit Heart & Vascular Group 352.89
13. The Sentinel 32.40
14. J. C. Penny 7.95
15. Penelec 67.69
16. Young's Medical Equip 53.38
17. Commonwealth of Pennsylvania (Check to Penn-Dot) 66.00
18. AT&T 117.63
TOTAL (Also enter on line 9, Recapitulation) $ 15 125.64
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
C.
Neil Charles
Decedent's Name
Page 1
File Number
Schedule H - Funeral Expenses & Administrative Costs - 87.
ITEM
NUMBER
DESCRIPTION
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
Pinnacle Health Systems
PA Neuro Assoc. L TO.
Siegelbaum, Gunder & Lacey
Bradford Exchange
Quantum Imaging
Sprint
Sunoco, Inc.
Ardleigh Elliot & Sons
The Franklin Mint
PPI Utilities
840.00
40.32
58.11
44.94
61.02
105.70
78.54
40.98
36.82
SUBTOTAL SCHEDULE H.B7
1,306.43
, \ ..
REV-1512 EX + (6-98)
.
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Neil
Charles
C.
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Providian Credit Account
#4559-5077 -2049-2157
#19578148-325-518
2. Discover Credit Card
#6011002020695748-1
VALUE AT DATE
OF DEATH
2,036.88
3,210.94
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5247.82
lll!lf- au.
Of
(lIJfutlrnf
CHARLES c. NEIL
I, CHARLES C. NEIL of Shippensburg, Cumberland County, Pennsylvania, being of sound and
disposin.g IlliLid, memory and understanding, do makt-, publish a."d declare t:his to be my Last Will and
Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my personal representative hereinafter named to pay all of my just debts, ,
funeral expenses and expenses involved or connected with the administration of my estate as soon after
my death as is reasonably possible. However, my personal representative need not accelerate and pay
those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous
to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave
marker at the time of my death, I authorize my personal representative, in his, her, or its sole discretion,
to purchase a burial plot and to erect a suitable marker at my grave, and to expend sums from my estate
for this purpose.
SECOND
I give, devise, and bequeath my real estate located at 19 Koser Road, Shippensburg, Cumberland
County, Pennsylvania and any and all jewelry I may own at the time of my death in equal shares to my
step-grandchildren, JOSEPH BOWERS and DENISE BOWERS, if they survive me by sixty (60) days,
per stirpes. I give, devise, and' bequeath any and all guns I may own at the time of my death to my
brother, COLBY D. NEIL, if he survives me by sixty (60) days, per stirpes.
c\
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ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, CHARLES C. NEIL, the Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as
my free and voluntary act for the purposes therein expressed.
~ k ~ ".1 · :J
-' f /6-. \.:.. '1' , /'
.u--A -~ -<,.-'. -' '.
CHARLES C. NEIL
Sworn or affIrmed and acknowledged before me by CHARLES C. NEIL, the Testator, this ~ "7) "[
-'"
day of A'J-<: \.. L"-S I'
, 1995.
\(o,j-\- P ~.~
N otaiy Public
Nolar'.a! Seal
Rebert Peter Kline. Notary Public
C~13le 8cro, Cumberiand Ccunty
My Commission Expires June 3, 1900
TlllRD
The rest, residue and remainder of my Estate in equal shares to my mother, LINDA MARY
NEIL, of Shippensburg, Pennsylvania, my brother, COLBY D. NEIL, of Shippensburg, Pennsylvania, and
my sister, CLAUDIA CATHERINE CARTER of Upper Strausburg, Pennsylvania provided they survive
me by sixty (60) days, per stirpes.
FOURTH
If, at the time of my death, any beneficiary of this my Last Will and Testament is under the age
of eighteen (18) years or is, in the judgment of my personal representative, mentally disabled, I give, devise
a.TJ.d bequeath said beneficiary's share to my Trustee, DARREN BOWERS, of 196 Creekhill Road,
Newville, Cumberland County, Pennsylvania, in Trust for said beneficiary, in accordance with the
paragraphs below.
-~
FIFTH
During the terms of any trust created pursuant to this Will the Trustee is authorized to expend
and apply so much of the net income and principal of each such trust as the Trustee shall consider
advisable for the health, maintenance, support, and education (including college education, undergraduate
and graduate) of each such beneficiary until he or she attains eighteen (18) years of age, or until all such
amounts are paid out of the Trust. When the beneficiary attains the age of eighteen (18) years or is in
the judgment of my Trustee mentally sound wplchever event occurs later, the Trust shall terminate and
the remainder thereof shall be paid to said beneficiary. If said beneficiary shall die before the termination
of said Trust, the Trust shall terminate and the remainder thereof shall be paid in accordance with the
paragraph above. I direct that no Trustee shall be required to give or post bond for the faithful
performance of the Trustee's duties in this or any other jurisdiction.
.- J" .."
/ I /i i/ I~ r,. /1 ~~;
'''----.---' ALCJ.--A.."'''..":> "-...---: [/ { e-,~^,
SIXTH
My executor and trustee are authorized and empowered to exercise from time to time in his, her
or its sole discretion and without prior authority from any Court, in respect of any property forming part
of any trust hereby created or otherwise in its possession hereunder all powers conferred by law upon
trustees or executors and the testator intends that such powers be construed in the broadest possible
manner.
SEVENTH
I nominate, constitute and appoint my brother, COLBY NEIL, of Shippensburg, Pennsylvania,
Executor of this my Last Will and Testament. In the event COLBY NEIL is deceased, tmable or
unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and
appoint LINDA MARY NEIL, of Shippensburg, Pennsylvania, to serve instead.
-~
EIGHTH
I hereby declare it to be my expressed desire that my personal representative employ the Law
Office of Ron Turo of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my
Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting
any matters that may arise at the probate of this instrument, the administration of my estate, and the
execution of the powers herein mentioned.
L'N" WITNESS WHEREOF, I have heretL""1to set my hand to this my Last Will and Testament this
t;:L. ~
~day of ///-/6"'::" ST ,1995.
~ C .lCc.c.>'_.
-w,~~~ ~
WITNESS .
, .
j'-"; i i r; ..1 t!
'--I ' ' V , , l · ^
!.,'''-(~'\.J\. L '- ;10,,-,: .
CHARLES C. NEIL
-:~7 ~~/~/// .
~V;.'.~ IJ'/7':;?:?//:-..Y. '
WITNESS '. d
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, CHARLES C. NEIL, the Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as
my free and voluntary act for the purposes therein expressed.
~ it", ''1''7 < (J
....K6:..A/~ \.:.., i ' j...../ "
CHARLES C. NEIL
Sworn or affirmed and acknowledged before me by CHARLES C. NEIL, the Testator, this ~ '":J f
day of A IJ.; \. i..-.....s-,
,1995.
Kout p~~
Notary Public
No:ar'.a! Seal
Rebert Peter I<line, Notary Public
Cato131e Sero, Cl.omberiand Ccunty
My CommIssion EY.pires June 3, 1 ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
~__P~'~~TMENT OF REVENUE
. i..,.~ttCE OF INHERITANCE TAX
. APPRA1:SEI1EN1, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
05-01-2006
NEIL
09-20-2003
21 03-0804
CUMBERLAND
101
APPEAL DATE: 06-30-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Yr_~~9~9_r~!~_~!~~______~___~~!~!~_~9~~~_~g~!!g~_f9~_yg~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES C FILE NO. 21 03-0804 ACN 101
20 j~i ~',-~:\ Y _:.-)
:~: 3lt
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
H ANTHONY ADAMS
STE 3
49 W ORANGE ST
SHIPPENSBURG
PA 17257
ESTATE OF
NEIL
REV-1547 EX AFP (06-05)
CHARLES
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 05-01-2006
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
11.699.91
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
(9)
(10)
16,432.07
5.247.82
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
11.699.91
ell)
(12)
(13)
(14)
21.679 89
9.979.98-
.00
9.979.98-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
AX CREDITS:
".. .. .-..--. . (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. .~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR). YOU HAY BE DUE .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)