HomeMy WebLinkAbout03-0887 PETITION FOR PROBATE & GRANT OF LETTERS
Estate of LEE ~,~BE,~LL No. 21-03-
a/so known as To: Register of Wills for the
, deceased. County of Cumberland
Social Secudty No. 172-24-7952 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioner, who is 18 years of age or older and the Executrix named in the Last Will of the above
decedent dated April 19, 2001 , and codicils dated none . The Executor named none
__died Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 2109 Pine Road, Penn Township, Newville
Decedent, then 79 years of age, died September 15 , 2003, at his residence
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned properly with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$9,000.00
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
K6t"hleen I. Bell
2109 Pine Road
Newville, PA 17241
(717) 776-5578
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS
The Petitioner(s) above named swear(s) or afffirm(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 of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 2?th .day of
October, 2003.
Donna N. Otto, 1st 'Deputy / ~g~ster
Kathleen I. Bell
No. 21-03- 887
Estate of r~e .~:i.c~ra~_~, _ , deceased.
DECREE OF PROBATE & 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
April 19, 20Q.1 , ~ described therein be admitted to probate and filed of record as the
Last Will of Lee'l~.'l~'~'lJ ; and Letters Testamentary are hereby granted to
Kathleen I. Bell
FEES
Probate, Letters, Etc ........ $ 40.00
Shod Certificates(-1- ) .... $ 3.00
Renunciation(s) ........... $.
JCP .................... $10.00
Other Will Pages (-3-) .... $9.00
TOTAL: .... $ 62.00
Filed .Qc.~. 9.be. T. .2.8.~h. : 2.0.93..' '. .-~.-]. ].
Call Attorney on 10/28/2003
· "'- ...... Register of Wills ' .- J/ ~ / v,~/d ~ .. ~
Donna M. Otto, 1st Deputy /~
. IRWIN & McKNIGHT
~'~ucu~ht Ill, Esq. (25476)
ATTORNEY (Su--~. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
his 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 forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
9450036
No.
~/Local Reg]'~tra;
H105.143 Rev. 2/87
TYFE.~RINT
PERMANENT
BI~:CK INK
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
LEE R. BELL [,. Male J~- 172 -- 24 ~ 7952~. 09-15-2003
s. 79 V~.] ] I ~ I '~~ I . * IV~
I , I-- o
,-.~~p I..~09 ~i.~ ~. I,~'~'" ' ~,~ ~t~
Cumberland
~;~,~ Carlisle Barracks
Crew Chief I,,,. Fire De~t.
~.s~~,~.~.~.~ ~c~.s ~,. Married ~. Kathleen I. Rif~
2109 Pine Rd. ~"~ Pennsylvania ,~.~ ~.~ Penn Township
Newville, PA 17241 ~) ,~.~ C~berland
John A. Bell ~ Sr. [~. Nancy Jane H~el
Kathle~n I. Bell
~~ ~ 2109 Pine Rd.~ Neville. ~ 17241
~0 ~'-'--'~ ~ Ol' I' ~ V~ I ~ ~ ~P
09- -
]~,~.
........ I~. ~ ~
~' J J
~ ~ ~-- O I I I I
~ o ..~,~ ol I
I I~-,~ ' ' ' ~' I ~'~'~'
~i~m. iC~ ~ ~' I~' ' J~' ' - J~.
21-2003-887
LAST WILL AND TEST,4MENT
I, LEE RICHARD BELL, of Penn Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
ONE: I direct my Executrix to pay all of my debts, funeral and administrative
expenses as soon as may be done conveniently after my decease.
TWO:
situate, to my wife,
or more.
I give, devise, and bequeath all of my estate of every nature and wherever
KATHLEEN I. BELL, provided she has survived me by thirty (30) days
THREE: If my wife, KATHLEEN I. BELL, has predeceased me or failed to
survive me by thirty (30) days or more, then ! give, devise and bequeath all of my estate of every
nature and wherever situate to my children, JUDY K. LEWIS, RONALD LEE BELL,
NANCY V. WILLIAMSON, and THOMAS D. BELL, in equal shares, per stirpes. If one
of my children has predeceased me, then the share of said child will be equally distributed to the
issue of said child. If one of my children has predeceased me without living issue, then the share
of said child will be distributed in equal shares to my children then living or a share to be divided
equally by the living issue of a child who has predeceased me but only the share the parent
would have received will be divided equally by said issue.
FOUR: I appoint my wife, KATHLEEN I. BELL, to serve as Executrix of this
my Last Will. If she has predeceased me, failed to qualify, or ceased to serve as Executrix, I
appoint my children, JUDY K. LEWIS, RONALD LEE BELL, NANCY V.
WILLIAMSON, and THOMAS D. BELL, to be the Co-Executors of this my Last Will.
FIVE: My Executrix may, at her discretion, compromise claims, borrow money,
retain property for such length of time as she may deem proper; lease and sell property for such
prices, on such terms, at public or private sales, as she may deem proper; and invest estate
property and income without restriction to legal investments.
SIX: No Executrix or Co-Executor, acting hereunder shall be required to post
bond or enter security in this or any jurisdiction.
April,
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
2001.
LEE RICHARD BELL
day of
(SEAL)
Signed, sealed, published and declared by LEE RICHARD BELL, the above named
Testator, as and for his Last Will and Testament, in the presence of us, who, at his request and in
his presence and in the presence of each other have subscribed our names as wimesses hereto.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, LEE RICHARD BELL, CHERYL L. CLELAND and MARTHA L. NOEL,
the testator and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testator signed and
executed the instrument as his Last Will, and that he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
LEE RICHARD BELL
CHERY~L. CLELAND
MAi~THA'L. ~TOEL"-"
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by, LEE RICHARD BELL, the
testator herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 19TM day of April, 2001.
Notarial Seal
Betzi A. Morrison, Notary Public
-- Carlisle Bom, Cumberland County
My c;ommission Expires Dec. 15, 2004
Member, Pennsylvania Associath3n O~ Notaries
LF.E RICHARD BI~LL
LAW OFFICES
IRWIN, Mci<NIGHT & HUGHES
WEST POMFRET PROFESSIONAL BUILDING
60 WEST POMFRET STREET
CARLISLE. PENNSYLVANIA 17013-3222
(717) 249-2353
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
LEE R. BELL
SEPT. 15, 2003
21-03-0887
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on November 20, 2003 .
Name Address
Kathleen I. Bell
2109 Pine Road, Newville, PA 17241
Notice has now been given to all persons entitled thereto under ~ffe-- 5.6(a) e~pt~ _.
Date: 11/20/03 Signamre/-
Name Marcus A. ~II, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
Capacity:
__ Personal Representative
X Counsel for Personal Representative
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURI
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
21-03 -0887
COU NTT COD E YEAR N U M BER
D I DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
E
C
E
D
E
N
Bell,
Bell Lee R.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
09/15/2003 I 04/13/1924
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
172-24-7952
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
T Kathleen I.
C A P B 4. Limited Estate 4a. Future Interest Compromise (date of death after 1z- 17-8;>)
HpRL
E P I O 6. Decedent Died Testate 7. Decedent Maintained a Living Trust
kroTKc R A C (Attach copy of Will) (Attach copy of Trust)
" E S 9. Litigation Proceeds Received r~ 10. SpousaI Poverty credit
(date of death between 1;>-31-91 and 1-1-95)
NAME
C
O Marcus A. McKni~ht Esq.
R
R FIRM NAME (If Applicable)
E IRWIN & McKNIGHT
s
TELEPHONE NUMBER
717/249-2353
R 5.
E
C
A 6.
P
I
T
U 7.
L
A
T 8.
~O 9.
N 10.
C
O
M
TU"
T
I
O
N
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (~chedule B) (Z)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
Jointly Owned Property (Schedule F) (6)
~ Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11)
date of death
3. Remainder Return prior to 12-13-82
5. Federal EstateTax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch O)
COMPLETE M~LING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
None
4,990.90
None
None
11,579.14
None
None
10,871.30
None
OFFICIAL U?~ ONLY
(8) 16,570.04
(11) 10,871.30
(12) 5,698.74
(13)
(14) 5,698.74
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(lS) 0.00
(lS) 0.00
(17) 0.00
(18) 0.00
(lS) 0.00
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) 5,698.74 X .0 0
16. Amount of Line 14 taxable at lineal rate X .0 /4-5
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
Copyright (c) 2000 form software only The Lackner Group. inc. Form REV-1500 EX (Rev. 6-00)
REV- 1503 EX · (1-97)
COMMONWEALTHOFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENTDECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Lee R. Bell SS# 172-24-7952 09/15/2003 21-03-0887
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNIT VALUE
OF DEATH
1 58 shares M & T Bank Corporation - Common Stock 58 86.05 4,990.90
Shares
TOTAL (Also enter on line 2, Recapitulation) 4,990.90
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1503 EX (Rev.
REV- 1508 EX + (1-97)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPER TY
ESTATE OF FILE NUMBER
Lee R. Bell SS~/ 172-24-7952 09/15/2003 21-03-0887
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.
ITEM
NUMBER
2
3
DESCRIPTION
Members 1st Federal Credit Union - Regular Savings Account
51098-00
Members 1st Federal Credit Union - Certificate of Deposit -44
Members 1st Federal Credit Union - Certificate of Deposit -45
TOTAL (Also enter on line 5, Recapitulation)
(if more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
33.04
9,191.56
2,354.54
$ 11,579.14
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1508 EX (Rev. 1-97)
REV-1511 EX * (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lee R. Bell SS# 172-24-7952
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
09/15/2003
FILE NUMBER
21-03-0887
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
DESCRIPTION
FUNERAL EXPENSES:
Fogelsenger-Bricker Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney's Fees IRWIN & McKNIGHT
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Kathleen I. Bell
Street Address 2109 Pine Road
City Newville State PA Zip 17241
Relationship of Claimant to Decedent Spouse
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Register of Wills
Filing Fee
TOTAL (Also enter on line 9, Recapitulation) $
AMOUNT
5,884.30
1,150.00
3,500.00
62.00
250.00
25.00
10,871.30
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANia
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
l'.ee R Bell SS# '172-24-7952
SCHEDULE J
BENEFICIARIES
09/15/2003
NUMBER
II.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(l.Z)]
Kathleen I. Bell
2109 Pine Road
Newville, PA 17241
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Spouse
FILE NUMBER
21-03-0887
AMOUNT OR SHARE
OF ESTATE
Remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 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 $ 0.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) ?000 form software only T he Lackner Group, Inc. Form REV- 1513 EX (Rev, 9-00)
LAST WILL AND TESTAMENT
I, LEE RICHARD BELL, of Penn Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
ONE: I direct my Executrix to pay all of my debts, funeral and administrative
expenses as soon as may be done conveniently after my decease.
TWO:
situate, to my wife,
or more.
I give, devise, and bequeath all of my estate of every nature and' wherever
KATHLEEN I. BELL, provided she has survived me by thirty (30) days
THREE: If my wife, IO, THLEEN I. BELL, has predeceased me or failed to
survive me by thirty (30) days or more, then I give, devise and bequeath all of my estate of every
nature and wherever situate to my children, JUDY K. LEWIS, RONALD LEE BELL,
NANCY V. WILLIAMSON, and THOMAS D. BELL, in equal shares, per stirpes. If one
of my children has predeceased me, then the share of said child will be equally distributed to the
issue of said child. If one of my children has predeceased me without living issue, then the share
of said child will be distributed in equal shares to my children then living or a share to be divided
equally by the living issue of. a child who has predeceased me but only the share the parent
would have received will be divided equally by said is'sue.
FOUR: I appoint my wife, KATHLEEN I. BELL, to serve as Executrix of this
my Last Will. If she has predeceased me, failed to qualify, or ceased to serve as Executrix, I
appoint my children, JUDY K. LEWIS, RONALD LEE BELL, NANCY V.
WILLIAMSON, and THOMAS D. BELL, to be the Co-Executors of this my Last Will.
FIVE: My ExecUtrix may, at her discretion, compromise claims, borrow money,
retain property for such length of time as she may deem proper; lease and sell property for such
prices, on such terms, at public or private sales, as she may deem proper; and invest estate
property and income without restriction to legal investments.
SIX: No Executrix or Co-Executor, acting hereunder shall be required to post
bond or enter security in this or any jurisdiction.
IN WITNESS WHEREOF,
April, 2001.
I have hereunto set my hand and seal this
LEE R/CHARD BELL
day of
(SEAL)
Signed, sealed, published and declared by LEE R/CHARD BELL, the above named
Testator, as and for his Last Will and Testament, in the presence of us, who, at his request and in
his presence and in the presence of each other have subscribed our names as wimesses hereto.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, LEE RICHARD BELL, CHERYL L. CLELAND and MARTHA L. NOEL,
the testator and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testator signed and
executed the instrument as his Last Will, and that he had signed willingly, and that he executed it
as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the. testator, signed the Will as a witness and that to the best of their
knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under
no constraint or undue influence.
LEE RICHARD BELL ,
CHERYI~L. CLELAND - !
MAi~THA-L. ~NOEL---~- -' _. ~
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by, LEE RICHARD BELL, the
testator herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this 19TM day of April, 2001.
Notarial Seal
I Betzi A. Morrison, Notary Public
J.. Carlisle Bom, Cumbedand County
! My ~;ommission Expires Dec. 15, 2004
Member, Pennsylvania Association of Notaries
SEP--22--04 84:88 PM MEMBERS1ST FCU INS. ~EPT 7177955178 p. ~!
MEMBERS 1"
I:ED]~RAL CREDIT ~NION
REGULAR SAVINO$ ACCOUNT~
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/03 to Date of Death
Name of Joint Owner
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1103 to Date of Death
Name of Joint Owner
Date Joint Ownership Established
CERTIFICATES 9F DEPOSIT,
Account Number/Suffix
Date Certificate Established
Principal Balance al Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Interest Earned from 1/1/03 to Date of Death
Name of Joint Owner
Date Joint Ownership Eatebllshed
REDEEMED CERTIFICATE 9F ,0EPOSIT;
Account Number/Suffix
Date Certificate Established
Date Certificate Redeemed
Balance at Date of Redemption
Penalty Assessed
Total Redemption Balance
Interest Earned from 1/1/03 to Date of Redemption
Name of Joint Owner
Date Joint Ownership Established
$1098 -00
0gl27/1974
$33.04
$,00
$33.04
$.00
None
51098 -40
07/1411994
$7,607.63
$11.47
$7,619.10
$207.62
Kathleen I. Bell
07/14/1994
510gB -45
12/10/1994
$2,351.00
$3.54
$2,354,54
$54.15
None
81098 -42
09/30/1994
08108/2003
$5,139.48
$94,42
$5,045.06
$119.57
Kathleen I, Bell
09/3011994
51098 -44
02/2011994
$9,176,39
$15.17
$g,191.58
$274,29
None
5t 098 -46
12/23/1994
$7,983,50
$9.52
$7,993.02
$172.92
Kathlaen I. Bell
12/23/1994
BERS 1sT EDERAL CREDIT UNION
Insurance Supervisor
December 1, 2003
Estate of: LEE R. BELL
Date of Death: 0911SI2003
Social Security Number: 172.24.7952
One M&T Plaza, Buffalo, NY 14203
Investor Relations
January 2, 2004
iRWIN & McKNIGHT
Mr. Marcus McKnight, III
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013
Dear Mr. McKnight,
I would like to confirm that there are 58 shares of M&T Bank Corporation common stock
registered to Mr. Lee R. Bell.
If I can be of further assistance, please call me at (716) 842-5931.
Sincerely,
Anne Emblidge
Investor Relations
M&T Bank Corporation
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Date
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Date
No.
Funcra] of
September 22, 2003
Lee R. Bell
Kathleen I. Bell
2109 Pine Road
Newville, PA 17241
Personal, Staff and
Professional Services
Funeral Home
Facilities and Equipment
Automobile Equipment
Casket
Interment Receptacle
Certified Copies
Flowers
Bugler
Duc October 23, 2003
$3,800.00
$1,995.00
To:al 'A' $5,795.
$ 164.30
$ ~. 5.00
Amount gaid~ Balanc~ ~ $5,884.30
COMMOHW~,ALTH
COUNTY OF CU:Ma~RI~N0
Kathleen I. Bell
Be;ag du!y s~orn accord;ag ~o Iai, dep=~e~ and says f.h~,* .he she is the ~edutr~
Lee R. Bell
of f~ E~fa~ o~
late o~ ----P~ ~ship .............. , CumSer~a~a Coun+y, Pa., ~eceasea and fha+ the
wi+hlm is an }nv.n,cr/ made by Kathleen I. Bell ........ the said ~ecutr~
of ~he enHre esf~e c~ ~a~d decedent, consisting of all ~he per~ona{ prcper+,f ~nd real es+a+e, excep+ real es+a~e ou+s~de
~he Com,mon'~/,eal*h oF Pe,n,ns'/!¥ania, and fhaf fhe figures opposife each [~em c~ f~e lnvenfory represenf if's fa;r value
as of the d~;'e o~ deceden'f's death.
Sworil
subscribed before
~<_.. '-~.., ~ ..,C'.
2109 Pine Road, Newville, PA 17241
9 2003
2,
4.
INSTRUCTIONS
An inventory must be filed -..4,*h;n three months after appointment of personal represen.faHve.~
A supplement inventory mus~ be fi~ed wifhin fhir+y d~ys of discovery o¢ addff;onal os~;.'
Additlo~a~ shee~ may be af+eched as to per:anally or realty c'
See Ar+~cle IV, F~duci~rles Act of 1949.
Inventory of the real and personal estate of
LEE R. BELL
deceased
2.
3.
4.
58 Shares M & T Bank Corporation - Common Stock ...............
Members 1st Federal Credit Union - Regular Savings Account - 51098-00 . . .
Members 1st Federal Credit Union - Certificate of Deposit - 46 ........
Members 1st Federal Credit Union - Certificate of Deposit - 65 ........
TOTAL ........................
6,990
33
9,191
2,356
16,570
90
06
56
56
06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
P0 BOX 280601
HARRTSBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-IS~? EX AFP C09-0~)
MARCUS A MCKNIGHT ESQ
IRWIN 8 MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17015
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-ZZ-Z00q
BELL LEE
09-15-2005
21 .QSp- 0887
Amount
MAKE CHECK PAYABLE AND REMXT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO*COURT H.~USE
CARLISLE, PA 1701:5
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
R~: i~-~p~ §1~Y ~-6~ ~~-~R~i~¥~R~Ek~f ~Y~R~i~ .................
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BELL LEE R FILE NO. Z1 05-0887 ACN 101 DATE 11-2Z-ZOOq
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
$. Closely Held S~ock/Partnership Interest (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
E. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adc. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. To,al Deductions
Net Value of Tax Return
15.
lq.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
.O0
q/990.90
.00
.O0
11/579.1~
.00
.00
(8)
10,871.30
.O0
NOTE: To insure proper
credit to your account,
submit the upper portion
of this fora with your
~ex peyeent.
NOTE:
16,570.0q
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1s) 5,698.7q x O0 = .00
(].6) .00 x Oq5= .00
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(19)= . O0
ASSESSMENT OF TAX:
15. Amount of Line lq et Spousal rate
16. Amount of Line lq taxable at Lineal/Class A rate
17. Amount of Line lq at Sibling rate
18. Amount of Line lq taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
AMOUNT PA/D
TOTAL TAX CREDIT I .00
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .00
TOTAL DUE . O0
( ZF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS RE~UIRED.
TF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.}
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that lnclude the total of ALL returns assessed to date.
(11) ]0.87!. 30
(12) 5,698.7q
(13) .00
(Z~) 5,698.7q
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 1981 -- if any future interest in tho 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 Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (72 P.S.
Section 9l~O).
Detach the top portion of this Notice and submit aith your payment to tho Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, 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-1515). Applications are available
online at ewe.revenue.state.pm.us, any Register of Nills or Revenue District Office, or from the Department's
Z4-hour ansaering service for forms orders: 1-800-561-2050; services for taxpayers with special hearing and/or
speaking needs: 1-800-447-5010 (TT only).
Any party in interest not satisfied with the appraisaent, allowance or disallowance 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 follaaing:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
aaw.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed data from the
Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.O. Box 281021, Harrisburg, PA 17128-1011. Petitions may not be foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) AppeaI to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 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-15Ol) for an explanatian of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (51) discount of
the tax paid is allowed.
The 151 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 and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 hear interest at the rate of
six (61) percent per annum calculated at a daily rate of .000164. Ail taxes mhich became delinquent on and after
January 1, 1981 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 198Z through 2004 ara:
Interest Dally Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~'~ ZOZ .0005~8 198~-1991 '~ .000501 ZOOl 91 .0002~7
1985 16Z .000~58 1992 91 .000247 ZOOZ 61 .000164
1984 llZ .000501 1995-1994 72 .000191 2005 52 .000157
1985 131 .000556 1995-1998 92 .0001~7 2004 ~Z .000110
1986 lOZ .000274 1999 7Z .000191
1987 IOZ .00017~ ZOO0 71 .000191
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAZD X NUtlBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment ls made after the interest computation date sheen an the
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
KATHLEEN I. BELL
Date of Death:
SEPTEMBER 15.2003
No. 21-03-00887
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 X 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? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the C k of Orphan's Court and may be
attached to this report.
Date:
09/06/2005
<'7'1
IRWIN & McKNIGHT
Marcus A. McKnight. III. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. PA 17013
City, State, Zip
(717) 249-2353
Telephone Number
'--'
,--.-
';::u_"
c_
t~ .:-)
Capacity:
Personal Representative
Counsel for Personal Representative
X
~
~
Q)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 8/30/2005
MCKNIGHT MARCUS A III
60 W POMFRET STREET
CARLISLE, PA 17013
RE: Estate of BELL LEE RICHARD
File Number: 2003-00887
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
9/15/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~.~J~
GLENDA FARBER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~