HomeMy WebLinkAbout03-0847PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Paul F. Ryan
Also known as
, Deceased.
Social Security No. 170-12-9498
No.:
To:
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executor named in the last Will of the above
decedent, dated 18 February 1994 and codicil(s) dated none.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania; with his last family or principal
residence at 6029 William Drive~ Mechanicsburg~ Pennsylvania 17050 (Hampden Township).
(list street, number and municipality)
Decedent, then 84 years of age, died October 9~ 2003, at Holy Spirit Hospital.
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 ora killing and was never adjudicated
incompetent: N/A
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 80~000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 80~000.00
Situated as follows: 6029 William Drive~ Mechanicsburg~ Penns.ylvania 17050.
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last Will and codicil(s) presented
herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
thereon.
7~li~ImeeCn'ARcY:e sn StreZ
Mechanicsburg~ PA 17055
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA }
}
COUNTY OF Cumberland }
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of
the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed before {
me this ,/Q _ day of October { William C. Ryan
2 ' {
/(.)L.~c..' Register_, ' , /
I -?_ / -?: ?. _
Estate of Paul F. Ryan, 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 18 February 1994.
Described therein be admitted to probate and filed of record as the last Will of Paul F. Ryan; and Letters
Testamentary are hereby granted to William C. R.yan
FEES
Probate, Letters, Etc ...........
Short Certificates ( ) ..........$
Renunciation ................... $
TOTAL ~ $.?~/. ~.~
Fi~ed .~,.. :~,.. :~:::~: ........
James M. Bach 18727
ATTORNEY (Sup. Ct. I.D. No.)
352 S. Sporting Hill Road, Mechanicsburg, PA 17050
ADDRESS
717-737-2033
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 f~ling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9640713 ( eA2, ii,. oo_
No. ~ Date
Local R~gist;;r :~
H10fi 143 Rev 2~87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
SLATE FILE NUMBER
NT NAME OF DECEDENT (Fill Middle. Last) SEX ~ SOCIAL SECURITY NUMBER DATE OF DEATH Monlh. _Day. Yea~)
~K ,. Paul F. Ryan 2. male[,. 170--12 -- 9498
AGE (Last Bidh4ay) I UNDER 1 YEAR '
UNDER 1 D~AY [ DATE OF BIRTH BIRTHPLACE (City and
84 Y" 1,6/10/1919 ~)udley, PA 1[~'""~ ,~E] ~^[]
,,,. Cumberland ~E' Pennsboro Twp. ,,. /-~<9~ti ,.~13, ,~ , / /(_.6"{",/0/ [~,,~¢~,P.onoR~...,c. rte
6029 William Drive RESIDENCE decedent - lwp.
,~. Mechanicsburg. PA 17050 on~herstde} ~;,b. Cou.. t"fl~ml-x~'i*lincl tow.,Mp',, 17~.[] Ne, decedenl~ved
~s Francis Ryan ~. Y~3~y Marcel la
~0,. William C. R~an 20,.706 Green Acres Streett Mechanicsbttrg~ PA 17055
=,, om~(s~ [] ~ .~)ct. 13,2003 ~. Gate of Heaven Cemetery.J2,, Up~er Allen Twp., PA
$1GN~T~J~E OF FU~E.RAL ~%~E LI~NSE~OR PERSON A~NO AS SUCH LICENSE NUMBER [ NAME AND ADDRESS OF FACILITY 8 Market Plaza Way
[~..___,~__<._ _-~. ~.'...,f~_,~_,_ / ~,b. 011667 L I~lmzzi Ftaleral. H~ Mechanics_~_ 9, PA J705§
mV
I
phy$*c,an l$ not available al t$~e of d®ati~lO (Signature and ]SUe) I(~nth. Day. Yea0
Yes[] No y,$[] N~F-] Suicide [] Could not be d ..... ined [] PLACE OF INJURY - At home., .... Iree,. factoey, o~ , LOCATION (~eel. Ciiy/Town. Slate)
On th, basil oflx&mlniUon Ind/or Invlltigatkm. In my opinion, death occurred Il thl time. dale. and place, and duetothe caulei(e) Ind ~ [~'~ 0 ~ '~ r~' [:) . I'lL/l .~ [o ') i(~°'(. ~'~ ·
=,.. ......... tad ............................................................................................................................................................ ",2.
LAST WILL AND TESTAMENT OF PAUL F. RYAN
I, PAUL F. RYAN, of the Township of HAMPDEN, County of
CUMBERLAND, State of PENNYSLVANIA, being in good bodily health
and of sound and disposing mind and memory, and not acting under
duress, menace, fraud, or undue influence of any person
whomsoever, merely calling to mind the frailty of human life,
and being desirous of disposing of my worldly goods while I
have the strength and capacity so to do, I do make, publish
and declare this my LAST WILL AND TESTAMENT. I hereby revoke,
cancel and annul all my former Wills and Testaments, including
codicils thereto, by me at any time made, and declare this alone
to be my LAST WILL AND TESTAMENT.
AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME WITH IN
THIS LIFETIME, I DISPOSE OF T~R. SAME AS FOLLOWS, VIZ:
ITEM 1. I direct that my Executors hereinafter named, pay and
discharge all of my just debts, funeral and testamentary
expenses.
ITEM 2. I order and direct that I be buried in a lot which
I own, situate at the GATES OF HEAVEN CEMETERY, Mechanicsburg.
ITEM 3. Ail the rest, residue and remainder of my entire estate,
wheresoever situate, and whatsoever it may consist of, I give,
devise, and bequeath, absolutely, and in fee, to my dearly
beloved brother, WILLIAM C. RYAN, per stirpes.
ITEM 4. I nominate and appoint WILLIAM C. RYAN as Executor
of this my Last Will. Should the Executor named fail to qualify
or cease to act as Executor, then I appoint MADELINE A. RYAN
as Executrix in his stead.
PAUL F. RYAN
ITEM 5. I direct that my personal representatives, as well
as their successors, shall not be required to give bond for
the faithful performance of their duties in any jurisdiction.
ITEM 6. I direct that all estate, succession, legacy,
inheritance or other transfer taxes, however designated that
shall become payable by reason of my death in respect of all
property comprising my gross estate for tax purposes, whether
or not such property passes under this Last Will, shall be paid
by my Executor out of my residuary estate.
ITEM 7. I grant to my personal representatives herein named,
in addition to, but not in limitation of those powers vested
by law, to be exercised without prior application to or approval
of any court, the power and authority to retain indefinitely
any property, to invest and reinvest any assets or the proceeds
derived from the sale of assets, although said investments may
not be of the character prescribed by law, to sell, convey,
assign, transfer and encumber any property, to pay, settle
or compromise all claims, to make distribution or divisions
in cash or in kind, and in general to exercise all powers in
the management of any property hereunder which any individual
could exercise in the management of similar property owned in
his own right, and to execute and deliver any and all instruments
and to do all acts which may be deemed necessary and proper.
' ~ PA[~ F. RYAN
e
END --
ACKNO~n'~RDGMEI~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
I, PAUL F. RYAN the TESTATOR whose name is signed
to the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL: that I signed it willingly; and that
I signed it as my free and voluntary act for the purpose therein
expressed.
Sworn to or affirmed and acknowledged before me, by PAUL F. RYAN
the TESTATOR, this
18th day of February
(TESTATOV SIGNATURE )
, 1994.
~/Mechanicsburg, PA 17055
My Commission Expires: 05/13/95
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
) ss
COUNTY OF CUMBERLAND )
We, THOMAS WATSON and ESME GOODSIR , the
witnesses whose names are signed'to the attached or foregoing
instrument, being duly qualified according to law, do depose and
say that we were present and saw TESTATOR sign and execute the
instrument as his LAST WILL; that the TESTATOR signed willingly and
that he executed it as his free and voluntary act for the purpose
therein expressed; that each witness in the hearing and sight of
the TESTATOR signed the WILL 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 to or affirmed and acknowledged before me, by
THOMAS WATSON
and ESME GOODSIR
witnesses, this 18th day of
Witness ~~~ ~~
February , 1994.
My COmmiSSiOn Expires: 05/13/95
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Paul F. R,yan
Date of Death: October 9~ 2003
Will No.: 2003-00847 Admin. No.:
21-03-0847
To the Register:
I certify that notice of beneficial interest 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 January. 13~ 2004:
Name Address
William C. Ryan 706 Green Acre Street, Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
(None).
Date: February 3, 2004
Name: James M. Bach, Attorney-at-Law
Address: 352 S. Sporting Hill Road
Mechanicsburg, PA 17050
Telephone: 717-737-2033
Capacity: [-] Personal Representative
[~ Counsel for Personal Representative
PENNSYLVANIA
DEPARTMENT OF REVENUE i RF~idiiii~
INHERITANCE TAX RETURN _Z
.ARR,SBU.G. RESIDENT DECEDENT
n
Z
O
it.
lU
0
D-R3F-r~-NT'S NAME (LAST, FIRS[ AND MIDDLE INITIAL) RYAN, P~UT. F.
10/09/2003 j 06/10/1919
(IFAPPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
I~"] 1. Original Return
F-'I 4. Umfled Estate
O6. Decedeflt Died Testata (A~m c=~/of wa)
r-] 9. utigatbn Proceeds Received
[~ 2. Supplemental Retum
r-~ 4a. Future Inle~ Compro~e
r~ 7. Decedent Mabta~md a LMng
J---] 10. Spousal Povaty (~ (dm ddwhbwM, 12-3~-elmd 1-1-85)
Attorne~ James M. Bach
FIRM NAME (~cw~)
TELEPHONE NUMBER
(717) 737-2033
SOC~ ~ECURITY NU~
170-12-9498
TH~ RETURN MU~T BE FILED IN DUFUCATE IMTH THE
REGISTER OF WILLS
["~ 3. Rema~ Retam (mi, M d,,e W ~ 12.~3.~)
[-~ 5. Fede~ Estale Tax Return P~
__ 8. Tota~ Nlmeer of Sale Dqx~t Boxes
F-~ 11. Eledion Io tax ander Sec. 9113(A) ~ s~ (~
352 S. Sporting Hill Road
Mechanicsburg, PA 17050
1. Real F~tata (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely He~d Corporation, Partners~p or So~-Prop~eloraflip (3)
4. Mortgages & Notes Receiva~e (Schedule D) (4)
5. Cash. Bank Deposits & Miscellaneous Persooal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
7. Ir~er-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Cross Assets (tota~ Lines 1-7)
9. Funeral Expenses & Adminislratlve Costs (Schedule H) (9)
10. Debls of Decedent, Modgage Llebilifles, & Ltans (~chedule i) (10)
11. T~al Deductions (total Unes 9 & 10)
12. Net Value of Estate (Une 8 minus Line 11)
13.
-0-
91,294.09
-0-
-0-
31,788.45
Charitable and Govemmanf=l Bequests/Sec 9113 Tru~s for v~ch an ebc~an b tax has not been
made (Schedub J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
-0-
(11)
(12)
(13)
(14)
171,294.09
31,788.45
139,505.64
--0--
139,505.64
SEE II~m-T-KUC~n.,~IS ON RL=v~.J~SE 81DE FOR APPLICABLE RATES
15. Amount of Une 14 taxable at the slx)usal lax
rate, or transfers under Sec. 9116 (aX12) ............................................. x .0 .__
16. Amount of Une 14 taxable at lineal rote
17. Am~mt of Une 14 taxa~e at s~g rata
18. Amount of Une 14 taxable at colb-teml role
19. Tax Due
(is)
-0-
x.0__ (16) -O-
139,505.64 x.12 (17) 16,740.68
........................................ x .15
(18)
(le)
-O-
16,740.68
De~eclent's Complete Address:
CITY
0.2 9.
Mechanicsburg
PA
17050
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Dbcount
3. Interest/Penalty if applicable Total Credits (A + B + C )
D. Interest
E. Penalty
Total Intemst/Pe~lty ( D + E )
4. If Une 2 is greater than Une 1 + Line 3, enter the difference. This is Ifle OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is tile TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(1) $16,740.68
(2) -0-
(4) -0-
(5) $16,740.68
(~) -0-
(5~) $16,740.68
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 translated; .......................................................................................... [] []
b. retain the right to designate who shall use lfle properly 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 Iransfer properly wfthln one year of death
without receMng adequate consideration? .............................................................................................................. [] []
3. Did decedent own an 'in trust for" or payable upon death bank account or seaJ~/at his or her dealh? .............. [] []
4. Did decedent own an Individual RetJremen! Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
IF 'rilE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE REI'URN.
Dedmalkm d prepare' ocher than Itm permnal mixesenla~e b __he,~e4___ on M ~ d w,nim preparer im~ my ~_
GNATUI :~ {{)F Pf. RSON RESPONSIBL~ FOR FILING Ri:~-URN
DATE
,%///__~. ~ . ~/--gv~.--- Wil'l i am C. ~a n --/-'
· "/ .........................
706 Gree~ A~ne S~ee~, ~e~ha~¢sbu~, ~e~s¥~va~a 17055
SIGNATURE OF PREPARER O, TJ-IER THAN REPRESENTATIVE DATE
..... ................... am.e Baoh, A : :orner at Law
352~So Sp_0[ting Hill Road, Mechanicsburg, PennsTlvania 17050
For d~tes of d~th on or a~r July t ~0P,4 end I~re J-.,nua~ % ~ffi% fha mx mt~ iml~m~d on th~ ~t mira of ~ansfe~ to or ~or ~t~ ~ o~ ~ ~ is ~
17~ P.s. ~ {al ¢.~ {~!.
For de~ of death on or ~ter &anuary t ~05, me tax rete ~ on ~ ~t ~ of mn~ ~o or ~r ~ u~ ~ ~ ~ ~ ~ 0~ ~
REV-1502 EX+ (6-98)
SCHEDULE A
REAL ESTA
CO4dMONWF~TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~.~iATE OF RLE NUMBER
PAUL F. RYAN 21-03-0847
All real pm~,~ ~.~,,~ ~,~f or as a ~,'m,*~; In c~.~n must be r-,,p~ at fair ~a~'n~a4 value. Fair market value is deffnad as the pdce at which pmlmly would be
ITEM
exchanged between a willlng buyer and a willing seller, neither being compeaad to Ixo, or sell, both having reasonable kno~ of the relevant facts.
Real property which is Jointty. owned with rtl/hr of 8urvlvomhlp ,n;,~ be ~__-ed on _ _.~___,_,b F.
NUMBER
DESCRIPTION
6029 William Drive, Mechanicsburg,
Pennsylvania 17050
(See Settlement Sheet Attached)
VALUE AT DATE
OF DEATH
$80,000.00
TOTAL (Nso enter on line 1. Recapih,l~im_. ) $
(If ,T,~-e SlmCe is needed, insert additional shee~ of Ute same size)
80,000.00
A. ~ _ O~MB NO. 2502-0265 ~
U.S. D~PARTMENT OF HOUSING & ' ............ ~ o r-~ ...... ~L, TYPE OF LOAN: '-'"' '-------- -.Z.l,
' S ETTLEM ENT _'_"'.~_"~" u"V'-LUPMENT~ ~:.~. CONV. U N~. [-] V~--- ~. E]~.--
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "[POC]" were paid outside the closing; they are shown here for inforrnafiona/ purposes and are not included in the totals.
D. NAME AND ADDRESS OF BORROWER: E. NAM----"-'-~AND ADDRESS OF SELLER: '---""--
THOMAS M. CHERVANICK
CATHERINE M. CHERVANICK
6029 WILLIAM DRIVE
MECHANICSBURG, PA 17050
G. PROPERTY LOCATION:
6029 WILLIAM DRIVE
MECHANICSBURG, PA 17050
CUMBERLAND County, Pennsylvania
J. SUMI~
ESTATE OF PAUL F. RYAN
H. SE'iq'LEMENT AGENT:
A-1 Abstract Associates, Inc.
PLACE OF SETTLEMENT
1800 Linglestown Rd, Ste 102
Harrisburg, PA 17110-3355
F. NAME AND ADDRESS OF LENDER:
LEESPORT BANK
I. SETTLEMENT DATE:
December 19, 2003
les Price
Personal
104.
105.
Items ~er in advance
to
'Taxes 12/20/03 to 01/01/04
.~chool Tax
12/20/03 to 07/01/04
SEWER 12/19-12/31
11.
112.
120. GROSS AMOUNT DUE FROM BORROWER
201. ~ or earnest mo__~.9.0.~_
202. Principa~ of New Loan s.(~._.
203. Existi~ to
204.
205.
380.07
12.
84,531.44
206.
207.
208. DEPOSIT
209,
~/~__d_z'ustments For/terns ~ Seller
own Taxes to
.>11. County
K. SUN
402, Personal
403.
404,
~ales Price
LLER:
405.
to
'Taxes 12/20/03 to 01/01/04
12/20/03 to 07/01/04
409, SEWER 12/19-12/31
411.
412.
420. GROSS AMOUNT DUE TO SELLER
503. Existin~ct to
of first Mo~
506.
507,
DEPOS
509.
51Q Citv/Tn~ T .... ~te~ Seller
12.7;
( 91 OlNV~I~HO $'I.~CO~,V / V~.gt~-£01. V )
Page 2
I' L, S~' t t LENIENT CHARGES
700. TOTAL COMMISSION Based on Price $ (~ % PAID FROM P~D FROM
Division of Commission (line 700) as Follows: 8OFmOWER'S SELLER'S
701. $ to
702. $ to FUNDS AT FUNDS Al'
703. Commission Paid at Settlement SETTLEMENT ~1 iLEMENT
704. Transaction Fee to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee % to
802. Loan Discount 2.0000 % to LEESPORT BANK 1,280.00
803. Appraisal Fee to PIRO ASSOCIATES 275.00'
804. Credit Report to CBC CREDIT SERVICES 19.00
805. Lender's Inspection Fee to
806. Mortgage Ins. App. Fee to
807. Assumption Fee to
808. TAX RELATED SERVICES to LEESPORT BANK 81.00
809. UNDERWRITING FEE to LEESPORT BANK 150.00
810. FLOOD CERTIFICATION to NEMA FLOOD INC. 12.95
811. DOC PREPARATION to LEESPORT BANK 250.00
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 12/19/03 to 01/01/04 @ $ 10.300000/day ( 13days %) 133.92
902. Mortgage Insurance Premium for months to
903. Hazard Insurance Premium for years to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months (~ $ per month
1002. Mortgage Insurance months ~ $ per month
1003. City/TownTaxes months (~ $ per month
1004. County Taxes months (~ $ per month
1005. School Tax months @ $ per month
1006. months (~ $ per month
1007. months @ $ per month
1008. Agcjre~ate Adiustment months (~ $ per month
1100. '1'1'1LE CHARGES
1101. Settlement or Closing Fee to
1102. Abstract or Title Search to A-1 Abstract Associates, Inc. 95.00
1103. Title Examination to
1104. Title Insurance Binder to
~ 1105. Document Preparation to
1106. Notary Fees to A-1 Abstract Associates, Inc. 15.00 5.00
1107. Attorney's Fees to COYNE AND COYNE 287.50
(includes above item numbers:
1108. Title Insurance to A~I Abstract Associates, Inc. Policy# 451.25
(includes above item numbers: )
1109. Lender's Coverage $ 75,000.00
1110. Owner's Coverage $ 80,000.00
1111. Endorsements 100,300,8.1 to A-1 Abstract Associates, Inc. 150.00
1112. Closing Protection Letter A-1 Abstract Associates, Inc.
1113. Overnight (Payoffs/Package) A-1 Abstract Associates,'lnc.
1114. Tax Receipts to A-1 Abstract Associates, Inc. 3.00
1115.
1116.
1117.
1118.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 66.50; Releases $ 105.00
11202. City/County Tax/Stamps: Deed 800.00; Mortgage 800.00
1203. State Tax/Stamps: Revenue Stamps 800.00; Mort~ac,.le 800.00 ·
1204, RECORD ASSIGNMENT OF MORT to CUMBERLAND County Recorder of Deeds 27.00
1205.
1300. ADDITIONAL S~ I I LEMENT CHARGES
1301. Survey to
1302. Pest Inspection to
1303.
1304.
1305.
1400. TOTAL S~ ~ I LEMENT CHARGES (Enter on Lines '103, Section J and 502, Section K) 4,132.62 808.00
By signing page 1 of this stalement, the sigr~alorles acknowledge receipt of a completed copy of page 2 of this two page ~atement. ~ /
A-1X~Al:~act~oc~es, Inc.
SettlemeilCA.c
REV-1S08 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
PAUL F. RYAN
SCHEDULE E
CASH, BANKDEPOSITS,&MI~./
R~NUMB~
ITEM
NUMBER
Include the IXoceeds of liliga~on and the date lhe proceeds were received by ihe e~ale.
All property Jolntl~ with right of su~omhip must be dlKJom~ on 8,:.~h,~,~ F.
VALUE AT DATE
DESCRIPTION OF DEATH
PNC Bank (Checking and Saving Total) $88,794.09
Estimated Value of Miscellaneous Household
Furniture
1989 Mercury Cougar
Life Insurance Proceeds Payable to Estate
$ 1,000.00
$ 500.00
$ 1,000.00
TOTAL(Amo~m~5, R_~e__~_.) $ 91,294.09
(If ~r,~, ~c~ is needed, i~-.,e~t additiotml sheets of the same size)
REV-1511 EX+ (12-99)
COMMON~r. ALTH OF PENNSYLVANIA
INHERrrANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PAUL F. RYAN
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-03-0847
Debts of decedent must be reported on Schedule L
ITEM
NUMBER DESCRIPTION
I.
Bo
4o
FUNERAL EXPENSES:
Malpezzi Funeral Home
ADMINISTRA~VE COSTS:
Personal Repreasn~ve'$ Camn~s~ons
Name of Peson~ Repmsenm~ve(s) Wi 11 i am C. R y an
Soda~ Secu~y Numbe~s)a~N Number of Pmon~ Repmasn~ave(8) _
S~eetAddmss 706 Green Acre Street
ci~ Mechanicsburg sm~PA
Y~s) C0mmi~n P~d: 2004
At~meyFeas (3ames M. Bach, Attorney at Law)
Fam~ Exem~aon: Of ~ address ~ not ~e same as c~man~s, a~ach explanation)
17055
Street Address
Raa~oashN of C~mar~ to Dec~t
Pmbam Fe~
~:ceun~rs Fees
Tax Re~Jm Prepares Fees
Register of Wills (Probate)
See Sheet Attached
AMOUNT
$ 9,447.00
$ 8,564.70
$10,277.65
$ 231.00
$ 15.00
$ 3,253.10
TOTAL (Nso enter on I~e 9,
$ 31,788.45
(If mom space ~ needed, ~se~ add~onal shas~ of am same size)
SCHEDULE H
FUNERAL EXPENSES & ADMINISTRATIVE COSTS
Estate of File Number
Paul F. Ryan 21-03-0847
PP & L Electric Utilities
Cumberland County Law Journal Legal Ad
Patriot News Legal Ad
Pennsylvania American Water Company
Verizon
Joseph Gillis (Repairs to 6029 William Drive, Mechanicsburg, PA)
Dr. Joseph Stynchula (Medical Expenses)
West Shore EMS (Medical Expenses)
UGI Utilities
Hampden Township (Sewer and Trash Bill)
Cumberland Apothecary (Medical Expenses)
Comcast (Cable Bill)
Health South (Medical Expenses)
Derr Trash Hauling (Trash Removal)
$90.95
$75.00
$99.79
$40.60
$62.15
$85.00
$10.00
$1,260.99
$337.07
$95.00
$13.76
$17.07
$12.72
$245.00
Settlement Charges for Sale of 6029 William Drive, Mechanicsburg, Pennsylvania:
Notary Fee $5.00
Tax Certification Fee $3.00
Taxes (To Date of Sale) $800.00
Total $3,253.10
'REV-1513 EX+ (9..0'0)
~.~TATE OF
PAUL F. RYAN
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-03-084-7
NUMBER
I
il
NAME AND ADDRESS OF PERSON(S) R;C~MNG PROPERTY
William C. Ryan
706 Green Acre Street
Mechanicsburg, PA 17055
RELATK~SHIP TO DECEDENT
Do Not Lbt Tr__-~__,'s)
Brother
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE Off UNES 15 THROUGH 18, AS APPROPRIATF~ ON REV-1500 COVER SHEET
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 UNE 13 OF REV-1500 COVER SHEET
,JAMES M. BACH
Attorney At Law
352 s. Sporting Hill Rd., Mechanicsburg, PA 17050, Tel: (717) 737-2033
February 6, 2004
Register Of Wills
Attention: Sue Koser
Cumberland County Court House
One Court House Square
Carlisle, PA 17013
RE: Estate of Paul F. Ryan
SSN: 170-12-9498
Dear Register of Wills:
Per your letter dated January 27, 2004, enclosed herewith please find a check in the amount
of $35.00 for probate fees.
Kindly process in your normal fashion.
JMB/thl
Enclosure: Check No. 1013-$35.00
Respectfully,
~)gJAMES M. BACH
Attorney-at-Law
CC: William C. Ryan
JAMES M. BACH
Attorney At Law
352 S. Sporting Hill Rd., Mechanicsburg, PA 17050, Tel: (717) 737-2033
January l3,2004
Register Of Wills
Cumberland County Court House
One Court House Square
Carlisle, PA 17013
RE: Estate of Paul F. Ryan
SSN: 170-12-9498
Dear Register of Wills:
Enclosed herewith please find a check in the amount of $15.00 which represents filing fees;
and a check in the amount of $16,740.68, which represents full payment of Pennsylvania
Inheritance Tax.
You will also find an original inheritance tax return and one copy.
Kindly process these in your normal fashion, and return to me an official receipt.
Respectfully,
ttorney-at-Law
JMB/thl
Enclosure:
Check- $15.00
Check- $16,740.68
Inheritance Tax Return (Original and One)
CC: William C. Ryan
JAMES M. BACH
Attorney At Law
352 s. Sporting Hill Rd., Mechanicsburg, PA 17050, Tel: (717) 737-2033
January l3,2004
Register Of Wills
Cumberland County Court House
One Court House Square
Carlisle, PA 17013
RE: Estate of Paul F. Ryan
SSN: 170-12-9498
Dear Register of Wills:
Enclosed herewith please find a Status Report Under Rule 6.12.
Kindly process in your normal fashion.
JMB/thl
Enclosure:
Respectfully,
BACH
Attorney-at-Law
Stares Report Under Rule 6.12
CC: William C. Ryan
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.: 2003-00847
Paul F. Ryan
October 9, 2003
Admin. No.:
21-03-0847
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules,ii 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 to No. 1 is Yes, state the following:
bo
Date: January 13, 2004
Did the personal representative file a final account with the Court?
[--]Yes [] No
The separate Orphans' Court No. (if any) for the personal
representative's account is: N/A (Not Applicable in
Dauphin County)
Did the personal representative state an account informally to the parties
in interest? [] Yes [] No
Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this r~og.
Jan~s M. Bach, Attorney-at-Law
Name (Please type or print)
352 S. Sporting Hill Road, Mechanicsburg, PA 17050
Address
717-737-2033
Phone No.
Capacity: Personal Representative
X Counsel for Personal Representative
BUREAU OF INDIVIDUAL TAXES
TNHERTTAHCE TAX DZVTSTOH
DEPT. 280601
HARRISBURG, PA 171Z8-0601
JANES H BACH ATTY
$52 S SPORTING HILL RD
HECHANICSBURG PA 17050
CONNONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
'~TE OF
DATE OF DEATH
ACN
05-01-Z004
RYAN
10-09-2005
21 05-0847
CUNBERLAND
101
Amount Reeltted
RE¥-I;I~7 EX AFP ¢01-03)
PAUL F
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGTSTER OF WILLS
CUNBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF 'rNHERZTANCE TAX APPRA'rSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF RYAN PAUL F FILE NO. 21 05-0847 ACN 101 DATE 05-01-2004
TAX RETURN NAS: { X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: OR~$ZNAL RETURN
1. Real Es~a~e [Schedule A) (1)
2. Stocks and Bonds (Schedule B) {2)
$. Closely Held Stock/Partnership Znterest (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Tote! Deductions
12. Net Value of Tax Return
80/000.00
O0
O0
O0
91/294.09
O0
O0
(8)
31,788.45
15.
lq.
NOTE:
.0O
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form w~th your
tax payment.
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13)
Net Value of Estate Subject to Tax
Tf an assessment was issued previously, lines 14, 15 and/or 16,
reflect figures that lnclude the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of Line lq at Spousal rate
16. Amount of Line lq taxable at Lineal/Class A rate
17. Aaount 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 015COUNT
DATE NUHBER INTEREST/PEN PAID (-)
01-14-2004 CD003437 .00
171,294.09
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
31.788.~5
139,505.64
.00
139,505.64
17, 18 and 19 w111
(15) .00 x 00 = .00
(16) .00 X 045 = .00
(17) 139,505.64 x 12 = 16,740.68
(18) .00 x 15 = .00
(19)= 16,740.68
ANOUNT PAID
16,740.68
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
16,740.68
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYHENT ZS REQUIRED.
IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)