HomeMy WebLinkAbout03-0995PETITION FOR PROBATE and 'GRANT OF LETTERS
Estate of /C~. {7"/-t C . I~ A/'z?~ I_. ~//
also known as
, Deceased.
Social Security No. /,~/ -.~,~ - '7~?~'
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 1 8 years of age or older an the execut
in the last will of the above decedent, dated
and codicil(s) dated
To:
Register of Wills for the
County of t~/~/2//'.'~7~'L/-~,~291n the
Commonwealth of Pennsylvania
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
Count y, .Px)nnsylvania, with
h /._.6' last family or principal residence at
(list street, number and muncipality)
Decendent, then ~,~ years of age, died /4~*~ / ,4xy.~ 00~,,
at
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:
Decendent 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:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters.
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF f ss
The petitioner(s) above-uamed 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 anC4.v~uly administer the estate according to law.
Sworn to o.r affirmed .and subscribedr-
No. ..-
Estate Of ~~lll~~~~q~, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been pre. sented before me,
IT IS DECREED that the instrument(s) datea ! ~..---"- _ _ = , - 7
fl'led of r~ord as the last will of
and Letters
are hereby granted to ~
.~~in consideration of the petition on
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
~un~}cm~o~n ................
TOTAL
Filed . .!.~-.'. ~-- -"..t~l.~ ..................
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
105.805 P~EV 9/g6
This is to certify that the information here given is correctly copied from an original certificate of-death duly filed with me as
Local Registrar. The original certificate will be 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
P 9750059
No.
Local Registrar
NOV ,3 2003
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
'. KcZth C. MeN¢¢~ ~ ~a,,..,,
. ,~.~ { J : ] 7/24/1940]Harrlsbur~ PA J ~ ~ ~' Im~,,
Sprlngs, PA 17001 -~ Cumbcrtand ~
:lc McN¢¢~ Red Tank Rd. Bo, PA 17001
17011
~.~.~ erF.H.gOrcmt PA17065
/?o:9
LAST WILL AND TESTAMENT
OF
KEITH C. McNEELY
I, KEITH C. McNEELY, having my legal residence at 188 Red Tank Road, Boiling
Springs, Cumberland County, Commonwealth of Pennsylvania, do hereby declare this to be my
Last Will and Testament, revoking all other Wills and Codicils heretofore made by me.
I declare that I am married to ROSEMARIE McNEELY and that I have three (3) children
born to me; Sheri L. Rice, Dawn C. Weaver and Charles K. McNeely.
ITEM ONE: I direct that all my valid debts and the expenses of my last illness
and funeral be paid from my estate as soon as practicable after my death.
ITEM TWO: I may leave a Memorandum listing some of the items of my
tangible personal property which I wish certain persons to have and request (but do not require)
that my wishes as set forth in the memorandum be observed by my executor.
ITEM THREE: I give all the residue of my estate, of whatsoever nature and
wheresoever situate, to my wife, ROSEMARIE McNEELY, provided she survive me by thirty
(30) days. If my wife does not so survive then I give the residue of my estate as follows:
(a) To the HABITAT FOR HUMANITY OF THE GREATER HARRISBURG
AREA, of Harrisburg PA, a non-profit organization, I give TWO (2%)
PERCENT of the residue of my estate, such funds to be used for the purposes
of the organization within Cumberland County, Pennsylvania;
(b) To the BIG BROTHERS-BIG SISTERS OF THE CAPITAL REGION INC.,
of Harrisburg, PA, a non-profit organization, I give TWO (2%) PERCENT of
the residue of my estate, such funds to be used for the purposes of the
organization within Cumberland County, Pennsylvania;
the residue of my estate, such funds to be used for the purposes of the
organization within Cumberland County, Pennsylvania;
(c) To my children, SHERI L. RICE, DAWN C. WEAVER and CHARLES K.
McNEELY, I give the BALANCE of the residue of my estate in equal shares
per stirpes.
ITEM FOUR: I appoint my wife, ROSEMARIE McNEELY, Executrix of this my
Will. If my wife is unable or unwilling to act or continue to act as my Executrix, I appoint my
daughter, DAWN C. WEAVER, my Executrix. If my daughter is unable or unwilling to act or
continue to act as my Executrix, I appoint my daughter, SHERI L. RICE, my Executrix I give to
my said Executrix (hereinafter referred to as "Executor"), in addition to the authority conferred
by law, the power to sell any or all of my personal and real property at public or private sale, at
such time and for such price and upon such terms and conditions as my Executor may see fit, or
in their discretion to retain the same for distribution in kind, and the power, but not the duty, to
invest any cash without being limited to "legal" investments. No bond shall be required of any
fiduciary hereunder in any jurisdiction. Any individual Executor serving hereunder shall be
entitled to be reimbursed for all expenses incurred as a result of serving and to be compensated in
an amount not to exceed two (2%) percent of the gross value of my probate estate. No fiduciary
hereunder shall have any liability for any mistake or error of judgment made in good faith.
ITEM FIVE: I realize that Executors are given discretion by law to make various
elections which affect the income and estate taxes payable by estates and beneficiaries, as well as
the relative shares of beneficiaries, such as taking administration expenses as deductions for
either estate or income tax purposes, selecting options for the payment of employee death
benefits, electing to take a qualified terminable interest as part of the marital deduction, selecting
alternate valuation dates, postponing the payment of taxes, filing joint income tax or gift tax
returns and redeeming corporate stock. The decisions made by my fiduciaries in any of these
matters shall be binding upon, and not subject to question by, any affected persons. I rely upon
my fiduciaries to take into consideration the total income and estate taxes payable by reason of
their decisions including those payable by my survivors, and they are authorized in their
discretion, but not required, to make adjustments between income and principal as a result
thereof.
with respect to the property constituting my gross estate for death tax purposes, whether or not
such property passes under this my Last Will and Testament, shall be paid from the principal of
my residuary estate, and no person receiving or having a beneficial interest in any such property,
whether under this my Last Will and Testament or otherwise, shall at any time be required to
contribute to or refund any part thereof; PROVIDED, however, that this direction shall not apply
to the taxes on any property included in my estate solely because of a power of appointment
thereover which I possess but have not exercised or on any qualified terminable interest or to any
generation- skipping transfer taxes.
IN WITNESS WHEREOF, I have at Carlisle, Pennsylvania, this 28st day of April, 1997,
set my hand and seal to this my Last Will and Testament consisting of three (3) pages.
KEITH C~McNEELY /'
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED BY KEITH C. McNEELY, 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 hereunto subscribed our names as
witnesses.
Residence
Residence /3~~: ..:,~:~"~/) /J' ~/~
ACKNOWLEDGEMENT
We, KEITH C. McNEELY, ,/~-~g~'i7 ~ (__x,gt,'~_R and
I~)~'~ ~'~)' I)r;ce-- , the Testator and the witnesses respectively,
whose names are signed to the attached or 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 Testament that he had signed willingly (or willingly directed another to sign
for him), and that he executed it as his free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as
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 constraints or undue influence.
KEITH C. McNEELY/
~.~ITNESs
Subscribed, sworn to and acknowledged before/~e by/I~H C. McNEELY, the
Testator, and subscribed and sworn to before me by. .A'q, ff,,~//-~'~../,4fz5'~
and P'la~,! Iii. fr,'ce, witnesses, this 28st dayofApril, 1997.
NOTARY PUBLIC
NOTARIAL SEAL
MICHAEL R. RUNOt_E, NOTARY PUBLIC
BORO OF CARLISLE, CUMBERLAND COUNTY
MY COMMISSION EXPIRES DECEMBER 20, 1998
Law Offices of
Robert P. Grubb
1853 William Penn Way
P.O. Box 10368
Lancaster, PA 17605
1800 Linglestown Road, Suite 304
Harrisburg, PA 17110
800-352-6861
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Will No. ~ / - 6 z~ ~ 0~.5-- Admin. No.
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 :
Name Address
Notice has now been given .to all persons entitled thereto under Rule 5.6(a) except
Signature
Name
Address /'~d9 _~ ?~,4//~' ~,
Telephone (~/~ .~z,/,oCT,¥ _
Capacity: 'Personal Representative
__Counsel for personal representative
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500 oFr,C,A..SEo..Y
INHERITANCE TAX RETURN
RESIDENT DECEDENT cou. coa
I--
Z
LU
UJ
LU
~oo
LU
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
BAKU,3~, Uart;ha F. 170 - 09 - 1066
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
Augu~b 16~ 200][ ~arch 20;
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~l. Original Return
[~]4, Limited Estate
[~6, Decedent Died Testate {A~ch ~y of Will)
[~9. Litigation Proceeds Received
N~E
J. Dobert Stauffer, Atty.
FIRM NAME (if p~icable)
TELEPFIONE NUMBER
717-766-9673
~]2, Supplemental Return [] 3. Remarr~der Return (date of death p~k~ to 12-13-82)
~]4a. Future Interest Compromise (date of death aOer 12-12-82} [] 5. Federal Estate Tax Return Required
[~7, Decedent Mainlained a Living Trust (^r,~ch r,~y of Tr~l) -- 8, Total Number of Safe Deposit Boxes
[] t0. Spousal Poverty Credit (da*e of de~th be~w.n ]2.3~9~ and ~d-95) [] 11. Election to tax under Sec. 9113(A} {^uach Sch O)
COMPLETE MAILING ADDRESS
Harket Square Bldg.
1 West Hain Street
Meehanicsburg, PA 170~
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2}
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Properly (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
]Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Pmpady (7}
(Schedu~ G or L)
Total Gross Assets (to{ar Lines 1-7)
Funeral Expanses & Adminislragve Costs (Schedule FI) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (sohadule I) (10)
Total Deductions (total Lines g & 10)
Net Value of Estate (Line 8 minus Line 11)
9.
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)
0.00
0.00
~00
0,00
0,00
203,908.11
0.00
(8)
765.00
0,00
(11)
(12)
(13)
(14)
203,908.il
7 ;.oo
203.143.11
0.00
2o3,143.~1
15.
16.
17.
18,
19.
20.
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Amount of Line 14 toxabta at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
Amount of Line 14 taxable at lineal rate
Amount of Line 14 taxable al sibling rate
Amount o1 Line 14 taxable at collateral rate
0.00 x.0__ (15)
203,143.11 x.0_~ (ID)
0.00 x.12 (17)
OqO0 x.t5 (IS)
(19)
O.O0
9,i4i.~J+
O.OO
%00
Decedent's Complete Address:
STREET ADDRESS ~'~a~ t [].~ F,
CITY
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
D. Interest
E, Penalty
I STATE PA
0.00
9,~00.00
(1)
Total Credits (A + B + C) (2)
0.00
0.00
Total Interest/Penalty ( O + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund
5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enler the interest on the tax due.
(3)
(4)
(5)
(5A)
[z,P 17o55
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decadent make a transfer and: Yes No
a. retain the use or income of the property transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] []
(k retain a revemionarY intarest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... [] []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. []
3. Did decedent own an "in trust for" or payable upon death bank account or secodty at his or her death? .............. [] []
4. Did decedent own an Individual ReUrement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] []
9,1~1.11
9,958.19
0.00
8~7.o8
0,00
0.00
0.00
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Unde~ penalties ol perjury, I declare that I have examined Ihis relum, including accompa,ying schedules ted sfatemenls, and to the best of my knowledge and belief, It is tr~e, corm~ and complete.
Declaration of preparer other than Ihe personal representative is based on all intormation of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
ADDRESS
* ll~ .Gre~or Cour~ Mechanicsbur~ PA 17055
SIGNATURE O F. FI~ ~ti~O~Tl'~ ~ "~N ~E~,RE SEN TAT)VF~
ADDRESS/'/7 ·
~/Market Square B~., Mechan~csburg, PA 170~
DA~
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P,S. §9116 (a) (1,1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]
The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are sfill applicable.even i'
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a nalurel parent, an adoptive parenl
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decepent's lineal beneticiades is 4.5%, except as noted in 72 RS. §9116(1.2} [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decadent's siblings is 12% [72 P.S. §9116(a)(f.3}]. A sibling is defined, under Section 9102, as ar
individual who has at least one parent in common with the decedent, whether by blood or adoption.
T. ROWE PRICE SERVICES, INC. WWW.TROWEPRICE.COM
November 16, 2004
Suzanne B Willett
1108 Gregor Ct
Mechanicsburg PA 17055-5377
Subject: Your Recent Request
Spectrum Income Fund Account 4009472827-7
Dear Ms. Willett:
Thank you for contacting T. Rowe Price about the fund account shown above. We are writing
in response to your recent telephone conversation with Rae Ann Houston.
According to our records, the account was opened on January 19, 1993. We hope this
information is helpful.
If you have any questions regarding this correspondence or any of our services, please call us
at 1-800-225-5132. Representatives are available Monday through Friday from
7 a.m. to 12 a.m. and Saturday and Sunday from 8:30 a.m. to 5 p.m. ET. We appreciate your
business and the opportunity to help you with your investment program.
Sincerely,
Patrick Kilpatrick
Senior Account Services Representative
Correspondence Number: 00791410
T04+001
TRowePriee
INVEST WITH CONFIDENCE
PPL CORPORATION
Two North Ninth Street
Allentown, PA 18101-1179
http://www.pplweb.com
Investor Services
1-800-345~3085
November 9, 2004
Suzanne B. Willett
1108 Gregor Court
Mechanicsburg, PA 17055
Dear Ms. Willett:
Enclosed is the October 1, 2004 dividend check which was mailed to 315 Messiah
Court, and returned to us by the postal authorities as undeliverable.
According to our records, there were 700 shares of PPL Corporation common
stock registered in the names of Martha Baker and Suzanne B. Willett as Joint Tenants on
June 28, 1989. An additional 700 shares were issued on April 22, 1992, resulting from a 2 for 1
common stock split.
We hope this information will be helpful to you.
Sincerely,
(Mrs.) Cynthia A. Buchman
Sr. Investor Services Representative
Ferris, Baker Watts, Incorporated
Member NYSE, SIPC
Investments
3100 Market Street
Camp Hill, Pennsylvania 17011
(717) 737-4500
To whom it may concern:
In June Of 1989 the joint account of Frank and Martha Baker residing in Mechanicsburg
PA transferred the following assets into the joint account of Martha Baker and Suzanne
B Willett:
All shares of Delaware Pa mutual fund.
All units of Van Kampen Pa Insured unit #63
All shares of Emerald Funds ( PA Homestate funds )
All Shares of Van Kampen Pace funds.
All shares of money market funds. '
.,/"~Pjl~fick K Myers
Senior Vice President
Ferris Baker Watts
'll-l~-fO04
12:50:33
MARTHA BAKER
OR SUZANNE B WILLETT
315 MESSIAH CIR
MECHANICSBURG PA 17055-6180
Chemking Account Inquiry Next display: ,05, 20-0700-4
Current Statement for: 5030].6507 DSPBRXXX~
Bal as of 4-30-04 11,765.62
+Dep/CR: .00
-Chks/DR: .00
-Service charge: .00
+Interest paid: 8.89
Current balance: 11,774.5]
Pst Dt
X Eff Dt
052804
063004
073004
083104
093004
102904
Serial Number
TC Description
997 INTEREST ?AYMEN
997 INTEREST PAYMEN
997 INTEREST PAYMEN
997 INTEREST ?AYMEN
997 INTEREST PAYMEN
997 INTEREST PAYMEN
Amount Balance
Str/Run/Bat/Seq#
1.49 11767.11
1.45 11768.56
1.50 11770.06
1.50 11771.56
1.45 11773.01
1.50 11774.51
Bottom
F3=Exit F8=Recent trans
F13=Inquiry window
F16=Print research stmt
F15=Restart
F11=Fold/unfold
F24=More keys
Waypoint Bank
Old Gettysburg Road Office
3556 Old Gettysburg Road
Camp Hill, PA 17011
Page I of 1
IMI3 09/08/04
MARTHA BAKER
SUZANNE B WILLETT
315 MESSIAH CIR
BALANCE
LAST STATEMENT
11254.34
DDA STATEMENT INQUIRY
ACCT NO.
DATE THIS STATEMENT
DATE LAST STATEMENT
*****DDA TRANSACTIONS*****
CHECKS/OTHER DEBITS DEPOSITS/OTHER CREDITS
NO. TOTAL AMOUNT NO. TOTAL AMOUNT
10 6213.23 1 5000.00
16.52.12 PAGE
060-000-0000-6100788458
DATE CHECK# AMOUNT TYPE TRANSACTION DESCRIPTION
08/17 5000.00 294 S294A00
08/17 716 150.00 CASHED CHECK
08/18 717 2977.20 CHECK
08/20 718 95.40 CHECK
08/24 719 1157.45 CHECK
08/24 722 50.00 CHECK
08/25 720 100.00 CHECK
08/25 721 100.00 CHECK
08/30 723 100.00 CHECK
08/31 724 350.00 CHECK
09/03 725 1133.18 CHECK
1
BALANCE
THIS STATEMENT
10041.11
BALANCE
16104.34
13127.14
13031.74
11824.29
11624.29
11524.29
11174.29
10041.11
ERR01 FIIMI301-INVALID REQUEST KEY, PLEASE REENTER
http://branchplat form/touchpoint/3270/¢mu13270.htm 9/8/2004
CITIZENS BANK
1-800-773-7373
CaR Citizens' PhoneBank anyUme for account Info,nation,
Checking
$UHHARY
Balance CaiculaUon
Previous Balance 5,390.69
Checks 4,180.15 -
Withdrawa{s 19.08 -
Deposits & Additions 10,060.91 +
Interest Paid 1.94 +
Current Balance 11, Z54.34 -
Balance
Average tinily Balance
Interest
Current Interest Rate
Annual Percentage Yield Earned
Number of Days Interest Earned
I.~erest' ~amed
interest Paid this Year
TRANSACT]ON DETAILS
Checks'r~m-ee abreakM ~ksequm~
Check ! Amount ante
710 9.80 07Z22
711 3,630.96 07/30
712 3.06 08704
Check
713
714
715
Withdrawals
Oth~ Wlthdrnwats
08/13 19.05
Descdptlon
VefizonPayment0408137176gT0959436/
Deposits & Additions
Date Amount
08/02 660.07
08/03 994.00
08/09 8, ~06.84
Description/
Deposit '
US Tmasuw 303 Soc Sec 080304
Deposit
Interest
Date
o8/13
Amount Oescflptlon
1.94 Interest
Dally Balance
Date Balance
07/22 5,380.89
07/28 6,144.56
07/30 1,513.60
08/02 2,173.67
236,33
I00.00
200.00
5,089.51
08/03 3,167.67 08/og 11,371.45
08/04 3,164.61 08/12 11,271.45
08/06 2,964.61 08/13 11,254.3~
o8/12~'y~'//
Account Statement
OOF 3
Beginning ,]uiy 16, 2004
through August 13, 2004
MARTHA BAKER
SUZANNE B WILLETT
Circle Gold Checking Bi Interest
610078-845-8
5,390.69
4,180.15
Total Withdrawals
19,05
Total Oepodt$ & Additions
10,060.91
Total Interest Paid
1.94
CITIZENS BANK
1-8OO-773-7373
Call Citizens' Phonega~k anytime for account ioformaUon,
cmrent rates and answers to your questions.
Usosg BR294 6
MARTHA BAKER
31S MESSIAH
MECHAHICSBURG PA 17055
Citizens Circle Gotd
Account Statement
O OF 3
Beginning 3uly 16, 2004
through August 13, 200/~
Contents
Checking Page 2
CDs Page 3
Citizens Circle Gold Summary
DEPOSIT BALANCE
Checkfng
Circle Go!d Checking Hi Intemst
C~rc[e MoneyMarl~L
CDs
tl month CO
610078-845-8 5,390.69 1!,254.34
6140-712548 .00
6245-02833g 10,049.53
Average monthly combined balance to waive monthly fee is
Your average monthly combined balance this statement period is
20,000.00
42,98g.79
MARTHA BAKER
SUZANNE B WILLETT
Circle Gold Checking Hi Interest
610078-845-8
Tot~ Deposit Udance
48,4~8.~0
Tot~ Rel~lonshlp Balance
48,458.10
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
~A~'Y.A ~. ~3A~C~ 2 / -- 6' '¥'- 0 ? ?,3-
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
Bo
Co
SUZA?,U;E E, !~ILLETT
1108 Gre,%or Court
7~e chan'Lcsbu, rg, I>A
] 7 or'G
Dau[%hter
Jointly-owned property:
LETTER
ITEM FOR DATE
NUMBER JOINT MADE DESCRIPTION OF PROPER~ TOTAL VALUE DECD'S DOLOR VALUE OF
TENANT JOINT OF ASS~ % INT. DECEDENT'S INTEREST
~. A. 1/19/ 2154.09 shares of T.
.1993. Rowe Price, at 11.67 per
snare. 25,137.18 50%~ $ 12,568.59
2. A. 6/28/ 1400 shares of PPL
1989. tic Utilities conm~on at
46.55 per share. 65,770.00 50% 32,885.0¢
3. A. 10/15/ 2415 shares common of
2000. Waypoint Bank, at 26.54
per share. 64,094.10 50% 32,047.0~
4. A. 6/28/ 19,957.48 shares of
1989. Delaware Group at $8.05
per share. ~0,657.71 50% 80,328.86
5. A. 6/28/ 185 shares of Emerald F
1989 Funds (PA Homestate
Funds) at $25.28 per sha~e. 4,676.80 50% 2,338.40
6. A. 6/28/ 2015.851 shares of Van
1989 Kampen Pace Fund at
$7.91 per share. 15,945.38 50% 7,972.69
7- A. 6/28/ Ferris Baker Watts,
1989. Reserve Primary Fund. 5,114.3~ 50% 2,557.19
8. A. 6/28/ 25 units Penn Imit #63
1989 Van Kampen PA at
$267.70 per unit. 6,692.5C 50% 3,346.25
9. A. 12/9/ Waypoint Bank, Savings
1999 Account No, 503016507. 11,770.06 50% 5,885.03
10. A 6/28/ Citizens Bank, gheCk~n~
1989. Account ]{o. 610078-845 8
(Circle Gold Checking) 11,254.34150% 5,627.17
TOTAL (Also enter on line 6, RKapitulation) $ Carried
(If more space is needed inse, additlonaJ sheets of same slz~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
A.
Bo
Co
Court
Me char~.csbu, rg, PA 17055
Daughter
Jointly-owned property:
LETTER
ITEM FOR DATE
NUMBER JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST
11. A. 6/28/ Citizens Bank, Circle
1989 Mone~ ]'.Iarket Account .
N.o. 610639'144-4, 27,129.78 5U,~ ~3 13,564.89
12. A. 6/28/ C~tizens Bank, 24 Month
1989 Certificate of Deposit,
Account No. 6245-028332. 10,073.98 5C~ 5,036.99
TOTAL (Also enter on line 6, Recapitulation) S 20~ ~ 908.11
(If more space is needed insert additional sheets of same size)
PAGE - 2
REV-151i EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Debts ot decedent must be reported on Schedule t.
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
FUNERAL EXPENSES:
Prepaid.
ADMINISTRATIVE COSTS:
Persona{ Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s~
Slreet Address
City State __ Zip
Year(s) Commission Paid:
AttorneyFe~s J. Robert Stauffer, Esq., attorney fee.
Family Exemption: (if decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
city
Relationship of Claimant to Decedent
Prob~ta Fees
Accountant's Fees
Tax Return Preparer's Fees
Register of Wills,
State__Zip
filing Inheritance Tax Return
0.00
750.00
15 · O0
765. O0
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
R EV-'151~ EX+'(9-O0~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
NUMBER
I1
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Sec. 9116 (a) (1.2)]
SUZAi,.iE E. ,:ILL~
1108 Gregor Court
~ie chart:i_ c sburg, PA
AMOUNT OR SHARE
OF ESTATE
Entire Estate.
Daughter
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
ON REV-1500 COVER SHEET
TOTAL OF PART [! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, inse~t additional sheets of the same size)
lnventory of the real and personal estate of
keith C. McNeely
deceased
1. 1244.7051 shares of The Zweig Total Return Fund @ $4.9700
per share.
2. 1999 Ford F105 truck
3. Tax Deferred Savings Plan with IBM
jI\~\? "i\tA1()~,1
A......P_;;j/, A ttSitOl..MN1
"l~f~t)t..
~-fttJ(') .,~ ' M;l.J~").':'."!p UO' lJrJC!tt1 tfr)."~
__ :~,.it:;. "VI''4<'I' ~"'Wqll; ,'\OW~;, .,.....10:.) ','tA
.---
$6,186.18
14,300.00
44,955.92
$ 65,442.10
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
631rf1(
55:
Rosemarie McNeely
being duly sworn according to law, deposes and says that she is the Executrix
of the Estate of keith C. McNeely
late of ~outJ:L.M.id~tnn__TQ~ Cumberland County, Pa., deceased and that the
within is an inventory made by her , the said Executrix
of the entire $State of said decedent, consisting of all the personal property and rea' estate, except real estate outside
'he Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
\~A')/-~7 ~
~ 2005
f?~-"A'7/cU~ ..!f!U/JJ.~
Executor - Ad'ministrator
Sworn
and subscribed before me,
;( uz.:v
188 Red Tank Road
N01MW. M.
IWlIClIE A DIlIICA
NalCIIy JIUblIc
ICUIlllloalllllOlnWP,OR .I~ L """
..,<<:oft". rrr"CT bpfNrINowtt,
Bbiling Springs, PA
17007
Address
Day
ber,
2003
Date of Death
1 s
Month
YtU"
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
See Article IV, Fiduciaries Act of 1949.
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'EV.1500EX 16.(J()1
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
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2~liJDS
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OFFICIAL USE ONLY
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FILE NUMBER
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COUNTY CODE YEAR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
{J (i q S~
~ER
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DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL)
McNeel keith C.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
Nov. 1, 2003
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
181 - 32
7374
THIS RETURN MUSrBE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[] 1. Original Return
o 4. Limited Estate
kJ 6, Decedent Dled Testate (j\.,t\aclIOO?~olWIl\I
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future In~erest Compromise (dale of death afler 12-12-62)
o 7. Dec~dellt Maintained a Living Tr\.Jst (Attach copy ofTrusl)
o 10. Spousal Poverty Credit (daleofdealhbetWllen 12-31.91 an<.ll.1.95j
o 3. Remainder Return (dale of death prior to 12.1H2)
o 5, Federal Estate Tax Return Required
..0.... 8. Total Number of Sate Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AlIachSch0)
....
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NAME
COMPLETE MAILING ADDRESS
113 Front St.
P.O. Box 358
Boiling Springs, PA, 1700'1.;
<-J ."...;
. pl;FICIAiiuSE OjllL~
'I.,') --:
FIRM NAME (~App!,lca'oll!J
Anthon L. DeLuca Es uire
TELEPHONE NUMBER
717-258-6844
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1) -0-
(2) 6,186.18
(3) -0-
(4) -0-
(5) 15.9,255.92_
(6) -0-
(7) 16,366.04
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3. Closely Held Corporation, Partnership or Sole-Propr"lelorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Properly
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & MIscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administffilive Costs (Schedule H)
10. Debls of Decedent, Mortgage LlabWties, & Uel'\s (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been
made (ScheduleJ)
(11) $13,467.00
(12) 168,341.14
(13) -0-
(14) 168.,341.14
x .0 00 (1S) -0-
x.O_ (16) -O-
x .12 (17) -O-
x .15 (18) -0-
(19) -0-
-'n
(8)
181 ,808.14
(9)
(10)
13,467.00
-0-
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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$168,341.14
15. Amount of line 14 taxable at lhe spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18, Amount of Line 14 taxable at collateral rale
19. Tax Due
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
)
,\
Decedent's Complete Address:
STREET ADDRESS 188 Red Tank Road
CITY
Boiling _ Springs,
I STATE
PA
I ZIP 17007
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credil
B. Prior Payments
C. Discount
(1)
-0-
-0-
-0-
-0-
Total Credits (A + B + C )
(2)
-0-
3.
InteresUPenally if applicable
D.lnterest
E. Penalty
-0-
-0-
4.
TotallnteresUPenalty ( 0 + 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
(3)
(4)
(5)
(5A)
-0-
5.
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
-0-
-0-
A. Enter the interest on the tax due.
-0-
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) - 0-
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. relain the use or income of the property transferred;.......................................................................................... 0 IXI
b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 IXI
c. retain a reversionary interest; Of...........................................",............................................................................ 0 [XJ
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 IXI
2. If death occurred after December 12, 1982, did decedenltransfer property within one year of death
without receiving adequate consideration? ....... .......................................... ........................... ... .......... .... ............. .... 0 IXI
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D [Zl
4. Did decedent own an Individual Retirement Account, annuity, or other nonMprobate property which
contains a beneficiary designation? . .............................................. ......................................................... IiJ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN,
Under penalties of perjury, I declare that I have examined this return, 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 RSON RESPONSIBLE FO DATE
,;;J- / -O..s,~
ADDRESS
Jff~ ~ (6. /'7co en
SIGNATURE OF PREPARER OTHER THANf~ESENTATiVE C_ /;J .-6, r DATE
(7~y... ~ ~ V_-U~--dA.. ,-c-*7?1:.;u~ ,,7/~/rl'C-
ADDRESS I /Ju
/rl r ~Clx:. S" CP/ .I/? ;Z:--j-vo",,j<-. sY/l,..,....~ $0/.1 /A)~ ~".1/',A J~{ /Hr/~
For dates of dealh on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii):
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dales of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a nalural parent, an adoptive paren'
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)J.
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as a,
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV. 1503 EX+ /4.861
.
SCHEDULE B
STOCKS AND BONDS
COMMONWEALTH Of PENNSYlVANIA
INHER.ITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
McNeely, keith C.
(All property lointlywowned with Right of Survivorship must be disclosed on Sch.dulo F.)
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
J.
1244.7051 shares of The Zweig Total Return Fund
@ $4.9700 per share
$6,186.18
10
TOTAL (Also enter on line 2# Recapitulation)
/ /....- _ -, .L_ _"'- _~ p",_" .:.._ I
$ 6,186. 18
..
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or T e
FILE NUMBER
REv.1,S08EX+(2.871
COMMONWEA.LTH OF PENNSYLVANIA
INHERITANCE TAX RI:TURN
RESIDENT DECEDENT
ESTATE OF
McNeely, keith C.
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
1999 Ford F105 Truck. A copy of appraisal is
attached hereto.
Tax Deferred Savings Plan with IBM
$14,300.00
144,955.92
2.
TOTAL (Also enter on line 5, Recapitulation) $ 1 59,255.92
(Attach additional 8V2" x 11" sheets if more spoce is needed.}
REV-1510 EX+ (2.87)
/k\~}...
""",-$f!iv..-
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FilE NUMBER
McNeely, keith C.
THIS SCHEDUlE MUST aE COMPlETED AND FilED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES,
I I. TOT'A" v. ALUE 1 DECO. I. DOlLAR VALUE .,"
ITEM I DESCRIPTION OF PROPERTY L
NU BERI I d I h I h. I' h. d d d It I EXCLUSION I OF ASSET % 'I Of DECEDENT'S
Mine u e nome 0 , e trans eree, t elr re otlons Ip fa ece en', ote 0 rons er. , INT. INTEREST .#
I I
1.
T Rowe Price IRA
$16,366.04
,
I
TOTAL (Also enter on line 7, Recapitulation) S 1 6 , 366 . 04
(If more spoce is needed, insert additional sheets of some size.)
REV.ISll EX... l7.88)
ESTATE OF
ITEM
NUMBER
'*
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCI;LLANIOUS EXPENSES
COMMONWfA~TH Of peNNSYLVANIA
INHERITANq TAX.RETURN
RESII:lI!NT QI1C'f)~t.lT
PI. a.. Print or Type
FILE NUMBER
McNeely, keith C.
DESCRIPTION
A. Funeral Expense..
1.
Hollinger Funeral Home
501 N. Baltimore Avenue
Mt. Holly Springs, PA 17065
Baughman Memorial Works, Inc.
23-25 South Main Street
Dover, PA 17315 - memorial
B. Administrative Costs:
2.
3.
4.
C.
1.
2,
3.
4.
5.
6.
7.
8.
1.
Personal Representative Commissions
Sociol Security Number of Personal Representative:
Year Commissions paid
Attorney Fee.
Anthony L. DeLuca, Esquire
Family Exemption
Claimant Rosemarie McNeel Y Relationship
Address of Claimant at decedent's death
Street Add"... 188 Red Tank Road
City Boiling Springs, State
wife
PA
Zip Code
17007
Probate Fees
Miscellaneous Expenses:
Probate
Otterbein United Methodist Church _ Service
TOTAL (Also enter on line 9, Recapitulation)
III more spac. i. needed, in.ert additional .heet. of .ame .i",e.)
AMOUNT
$7,608.00
1,747.00
150.00
3,500.00
62.00
400.00
$ 13,467.00
~~~.~"."." ~.'If7""" ,,:...,.~.."''>'>Y''
OF
KEITH C. McNEELY
1, KEITH C. McNEEL Y, having my legal residence at 188 Red Tank Road, Boiling
Springs, Cwnberland County, Commonwealth of Pennsylvania, do herebydeclareTlli$'{fj11~'IIIy
Last Will and Testament, revoking all other Wills and Codicils heretofore made by me.
I declare that I am married to ROSEMARIE McNEELY and that I have three (3) children
born to me; Sheri L. Rice, Dawn C. Weaver and Charles K. McNeely.
ITEM ONE: I direct that all my valid debts and the expenses of my last illness
and funeral be paid from my estate as soon as practicable after my death.
ITEM TWO: I may leave a Memorandwn listing some of the items of my
tangible personal property which I wish certain persons to have and request (but do not require)
that my wishes as set forth in the memorandum be observed by my executor.
ITEM THREE: I give all the residue of my estate, of whatsoever nature and
wheresoever situate, to my wife, ROSEMARIE McNEELY, provided she survive me by thirty
(30) days. Ifmy wife does not so survive then I give the residue of my estate as follows:
(a) To the HABITAT FOR HUMANITY OF THE GREATER HARRISBURG
AREA, of Harrisburg PA, a non-profit organization, I give TWO (2%)
PERCENT of the residue of my estate, such funds to be used for the purposes
of the organization within Cwnberland County, Pennsylvania;
(b) To the BIG BROTHERS-BIG SISTERS OF THE CAPITAL REGION INC.,
of Harrisburg, PA, a non-profit organization, I give TWO (2%) PERCENT of
the residue of my estate, such funds to be used for the purposes of the
organization within Cwnberland County, Pennsylvania;
/0
~.lIL.}JU I!J....I~~;~~~~m.~.~f.~"""d.!..,,_.~"_......-..
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. .!Jll. ...,. ~,1~i;m~~':~"''1':'''';;.~''''.';~~t:c-'?'.,\,''""";,,;;-,,,,_~:)N~_~,:\"
'''~':'..,r''~''I'_''~~,.:'!~~r!'''';~,'f''~ ,~~'-,;":~b~I~-fflI'J~~'~~~~'~";j~,,,,.,\ "'~"'~"~"'f'->?;"'- ,~~~~ '" "'""'_'"'_ ..; .. -; . " . ',--" , ,. ".
~th: WEA VERand CHARLES K.
EL Y, 1 give the BALANCE of the residue of my estate in equal shares
per stirpes.
ITEM FOUR: I appoint my wife, ROSEMARIE McNEELY, Executrix of this my
Will. If my wife is unable or unwiJIing to act or continue to act as my Executrix, I appoint my
daughter, DAWN C. WEAVER, my Executrix. If my daughter is unable or unwiJIing to act or
continueto act as my Executrix, I lI.ppoint my daugh~er,SlfERI L..RlCE, my Executrix I give to
my said Executrix (hereinafter referred to as "Executor"), in addition to the authority conferred
by law, the power to sell any or all of my personal and real property at public or private sale, at
such time and for such price and upon such terms and conditions as my Executor may see fit, or
in their discretion to retain the same for distribution in kind, and the power, but not the duty, to
invest any cash without being limited to "legal" investments. No bond shall be required of any
fiduciary hereunder in any jurisdiction. Any individual Executor serving hereunder shaH be
entitled to be reimbursed for all expenses incurred as a result of serving and to be compensated in
an amount not to exceed two (2%) percent of the gross value of my probate estate. No fiduciary
hereunder shall have any liability for any mistake or error of judgment made in good faith.
,
~
~
~
I
ITEM FIVE: I realize that Executors are given discretion by law to make various
elections which affect the income and estate taxes payable by estates and beneficiaries, as well as
the relative shares of beneficiaries, such as taking administration expenses as deductions for
either estate or income tax purposes, selecting options for the payment of employee death
benefits, electing to take a qualified terminable interest as part of the marital deduction, selecting
. alternate valuation dates, postponing the payment of taxes, flling joint income tax or gift tax
returns and redeerirlng corporate stock. The decisions mRcte by my fiduciaries in any of these
matters shall be binding upon, and not subject to question by, any affected persons. I rely upon
my fiduciaries to take into consideration the total income and estate taxes payable by reason of
their decisions including those payable by my survivors, and they are authorized in their
discretion, but not required, to make adjustments between income and principal as a result
thereof.
~
2
I
..,.
~/_/
;PR0vf:>>ED,however; that this directioni~not apply
included in my estate solely because of a power of appointment
. but have not exercised or on any qualified terminable interest or to any
geilemtiori~skij)ping transfer taxes.
IN WITNESS WHEREOF, I have at Carlisle, Pennsylvania, this 28~ day of April, 1997,
set my hand and seal to this my Last Will and Testament consisting of three (3) pages.
~~
(SEAL)
SIGNED, SEALED, PUBLISHED AND DEq,.ARED BY KEITH C. McNEELY, the above
named Testator, as and for his Last Will and Te$Wnent, in the presence of us, who, at his request
and in his presence, and in the presence of each other, have hereunto subscribed our names as
witnesses.
~
,
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ACKNOWLEDGEMENT
We, KEITH C. McNEELY, ~1.R 'wg,g and
_r14? ['1, fr ,'e-eo- , the Testator and the witnesses respectively,
..,,)lIhli)~ names are signed to the attached or foregoing instrument, being first dilly sworn, do
~1~ to the undersigned authority that the Testator signed and executed the instrument
!illlll1d Testament that he had signed willingly (or willingly directed another to sign
dtliatheexC'Cuted it as his free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as
witness IlI1d 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 constraints or undue influence.
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Subscribed, sworn to and acknowledged bef~e by ?~. McNEELY, the
Testator, and subscribed and sworn to before me by ~ - rK'
and -1)<:lN t'1?, f ('8 e- witnesses this 28'1 d~y of April 1997
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NOTARY PUBLIC
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NOTARIAL SEAl.
MICHAEL R. RUNOI.E, NOTARY PUBliC
BORO OF CARliSLE. CUMBERLANO COUNTY
MY COMMISSION EXPIIlES DECEMBER 20, 1998
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Keith C.McNeely
Date of Death: November L 2003
Will No. 09950f2003
Admin. No.
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 Februarv I. 2005
Name Address
Rosemarie McNeely 188 Red Tank Road, Boiling Springs, P A 17007
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
None
Date:
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Slguature ~ ~
Name Anthony L. DeLuca, Esquire
Address 113 Front Street, P.O. Box 358
Boiling Springs, P A 17007
Telephone (717 ) 258-6844
Capacity: _ Personal Representative
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/11/2005
MCNEELY ROSEMARIE
188 RED TANK ROAD
BOILING SPRINGS, PA 17007
RE: Estate of MCNEELY KEITH C
File Number: 2003-00995
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.1, for decedents dying on or after
July 1, 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: 11/01/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
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GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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Counsel
Judge
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: k!ei th C. McNeely
DmeofDemh: November 1, 2003
Will No. 0995 of 2003
Admin. No.
Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the ,estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. Ifthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the
parties in interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk ofthe Orphans' Court and may be
attached to this report.
Date: /lI~ ~ad:S-'
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Signature ?
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Anthony L. DeLuca, Esquire
Name (Please type or print)
113 Front st., P.O. Box 358
Boiling Springs, PA 17007
Address
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(717) 258-6844
Telephone number
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Capacity: _ Personal Representative
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representative
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