HomeMy WebLinkAbout04-0915PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Stella A. Fitzpatrick No. ~/"~ - 0 9 / 5'--
also known as To:
Deceased.
Social Security No. 158-12 - 54 ~ 5
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executor
in the last will of the above decedent, datedDo~o~mber 1 .. 1988
and codicil(s) dated N/A
Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland ~ C@unty, Pennsylvania, with
her last family or principal residence at 232 Four ~easons ~,ane
Enola, PA 17025, East Pennsboro Township
(l~st street, number, Twp. or Boro.}
Decedent. then 89 years of age, died September 21e 2004 ,~
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 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: HOHE
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will ~ffd codidl(s)
presented herewith and the grant of letters Testamentary u.,; ..
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
Eric Brian Ceja,
c~ rp~ .... ~ Court
...... "-~' .... PA ~-7~ ~303
OATH OF PERSONAL REPRESENTATIVE
CONLMONWEALTH OF PENNSYLVANIA
COUNTY OFf ss
Thc petitioner(s) above-named swear(s) or affirm(s) that thc statements in thc foregoing petition arc
truc and correct to thc best of thc knowledge and belief of petitioner(s) and that as personal reprcsen-
tativc(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed _ga, n~ subscribed _ ~
before m~ this /~'~ --' day of [
Estate of Stetla A. Fitzpatrick , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated December 1 .. 1988
described therein be admitted to probate and filed of record as the last will of
Stella A_ Fi ~7. p~ri ~k
and Letters T~s~ment_~ry
are hereby granted to l~.-c~c- Rr~an Ceja__, Sr.
19 ,, in consideration of the petition on
FEES
Probate, Letters, Etc .......... $
Short Certificates( ) .......... $
Renunciation ................ $
$
TOTAL ~ $
Filed ...................................
Register of Wills
2773f
ATTORNEY (Sup. Ct. I.D. No.)
400 South State Road
Mary.~vi 1 l ~.: PA 17053
ADDRESS
(717) 957-3474
PHONE
certify that the information here given is correctly copied from an original certificate of death duly filed with me as
P, egistrar. The original certificate will be forwarded to the State Vital Records Office lk~r permanent filing.
Fee for this certificate, $2.00
WARNING: It is illegal to duplicate this copy by photostat or photograph.
// Local Registrar
P 10719532
No.
H1~5 143 Rev 2/87
TYPE/P~tlRT
IN NAME OF DECEDENT (First. Middle. Last)
PERMANENT
BLACK INK 1.
AGE (Last Birthday)
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
STATE FlEE NUMBER
SOCIAL SECURITY NUMEER
Stella >atrick zFemale a. 158 -- 12 -- 547!
8 9 Yrs
DATE OF BIRTH BIRTHPLACE (Cily and
(Month. Day, Yea0 Slate or Foreign Countly)
2/18/191 ...... []
CITY, BORO, TWP OF DEATH FACILITY NAME (If PiOI instituhon, give street and numhef)
Dauphin Co.
DECEDENT'S USUAL OCCUPATION
Harrisburg, PA
DECEDE~T'S MAILING ADDRESS (Street, City/Town. StaLe. ZIp Code)
FATHER'S NAME (First, MKldte, Last)
(See instructions
on other side)
Donatic~ [] Buda, [] Cromation E~emo~ei from Slate
Other (Spooky)
Harrisburg Hospital No~-I YesE'~lfyos. specifyCuban,
Mexican, Puerto Rican. otc
DECEDENT'S EDUCATION MARITAL STATUS - Marded,
YesD ~ ~. ~,.,~,s~.~ Co,... Divorced (Specify)
o-~o,~,) ~4~idowed
l?~. stole PennsylvaBia ir,. ~ Ye,. deca~nHWedi,
(Spec#y)
fo. White
MOTHER'S NAME (First. Mid(lie, Maiden Surname)
Blanche Dajchak
IMMEDIATE CAUSE (Final
resulting in death) ~
Sequentially ~st conditions
if any, leading lo immediate
CAUSE (Disease ~ injury
resuihn9 o~ death ) LAST
WAS CASE REFERRED TO A MEDICAL EXAMINER/CORONER?
2,. Y. [] No ID~
iApproximate
PART Ih Other slgmflcanl coloribbons contributing to death, bul
nol resulhng in the undedymg cause g,yen in PART I
Yes [] Suicide[] C .............. d E][ 3~I~e'd~C~E'~F(IsNpJecUd~YI ........ f ............... ry ..... State)
28b. 29.
CERTIFIER {Check only one)
*CERTIFYING PHYSICIAN Physician certifying cause of death when anOther physician has pronounced death and complet6d ilea 23)
TO the best of my knowledge, death occurred due o the causes s and manner as sated ................................................................. []
*PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both pronouncing ~ath a~J certifying to cause of death)
To
the best of my knowledge, death Occurred at the time, date. and place, and due to the causes(s) and manner as stated ..................... ~
*MEDICAL EXAMINER/CORONER (item 27) Type or P~u~~.- V -
On the basis of examination and/or investigation, In my opinion, death occurred at the time, date, and place, and due to the Causes(s} and ~1 .~ ~ ~,,,,~-v,~_ vd--~ ~ .
,,,? .................................................................................................................................................................... u .. 0"~ e~eL~ c. J2.rLd
REGISTRAR'S SIGNATURE AND NUMBER DA1 E FILED {Month D~f~, Yearj.,~
twp
city/boro
LAST WILL AND TESTAMENT
OF
STELLA A. FITZPATRICK
T Steila A. Fitzpasrick, of 232 Four Seasons Lane, Enoia,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare
this to be my Last Will and Testament, he~eby ~evoking all
Will~ and codiciis heretofore made by me.
ITEM I. I direct that all my debts and funera'il expenses,
including my cemetery lot and gravemarker and all expenses of
my last illness, shall be paid from my residuary estate as soon
as practicable after my death as part of the expense of the
administration of my estate.
ITEM II. I make the following
bequests:
specific devises and
A. My car to my daughter, Theresa Jean Ceja.
B. My household goods to my grandson, Eric Brian Ceja,
ITEM III. I devise and bequeath all the rest, residue and
~:emainder of my estate of every nature and whereever situate as
~ollows:
A. One-third to my daughter Theresa Jean Ceja.
B. One-third to my grandson, Eric Brian Ceja, Sr..
C. One-third to Commonwealth National Bank IN TRUST
[or thc use and benefit of my great-grandson, Eric Brian Ceja,
Jr., pursuant to the terms of a trust agreement executed
February 27, 1979, between Stella A. Fitzpatrick and the
Commonwealth National Bank and as the trust was amended
subsequent to that date and prior to the execution of this
will.
Should the aforsaid bequest to the trust fail for any
ceason, I devise and bequeath the one-third for Eric Brian
Ceja, Jr. to him directly if he is over twenty-five years of
age. If he is under twenty-five years of age, then to
Commonwealth National Bank IN TRUST for Eric Brian Ceja, Jr.
until such time as E~ic Brian Ceja, Jr. attains the age of
twenty-five.
ITEM IV. I direct that any and all Inheritance,
Estate and Transfe~ taxes imposed upon my estate passing under
my Will or otherwise, shall be paid out of the principal of my
residual estate.
ITEM V. I appoint my grandson, Eric Brian Ceja, Sr.
Executor of this my Last Will and Testament. In the event of
his renunciation, death, resignation or inability to act for
any reason whatsoever, I appoint Commonwealth National Bank,
Executor of this my Last Will and Testament. I relieve my
Executor from the necessity of posting security in connection
with his duties as such in any jurisdiction in which he may be
called upon to act.
IN WITNESS WHEREOF, I have hereunto set my hand to this my
Last Will and Testament, which consists of .~ pages, to each
of which I have affixed my signature this / day of
, , one thousand nine hundred and eighty-eight (1988).
COMMONWEALTH OF PENNSYLVANIA :
: ss ::
COUNTY OF _~.~ :
~e~St~lla A ~i~z~%a't~ick(I and~~0~/~/~~' ,
a~d ~( ~'~_~__.~ (~. ~ [~j~/~ , ~he~ ' ~t~sta{r~xv~n~ the
w~tn~s~s ~e~pe~tiVe~%, whosel~a~mes are signed to th~attached
or lorego~ng instrument, being first duly sworn, do hereby
declare to the undersigned authority that the testatrix signed
and executed the instrument as her last will and that she had
signeJ willingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the testatrix,
signed the will as witness and that to the best of their
knowledge'the testatrix was at that time eighteen years of age
or older, of sound mind and under no constraint or undue
influence.
Testatrix
Witness
Witness
Subscribed and sworn to and acknowledged
before me by Stella A. Fitzpatrick, Testatrix
ii ~_s~c{~ed .and sworn to and ackr~ow/L~,dged ~f_o~ m~ by
]wit~sses lhi~ ~]~ day of
~ My ~mm[ssion Ex~r~ July 19, 19~ ~
CERTIFICATION OF NOTICE UNDER RULE 5.6
Name of Decedent: Stella A. Fitzpatrick
Date of Death: September 21, 2004
Will No.: 2004-00915
To the Register:
I certify that notice to beneficiaries and heirs required by
Rule 5.6 of the Orphan's Court Rules, in the form prescribed by
Rule 5.7, was served on or mailed to the following beneficiaries
of the above-captioned estate on November 29, 2004.
Name Address
Eric Brian Ceja, Sr., 536 Thrush Court, Harrisburg, PA 17111-5303
Eric Brian Ceja, Jr., 312 Spring Lane, Enola, PA 17025
Theresa Ceja, 1108 Yverdon Drive, Wormleysburg, PA 17043
Mellon Bank, Trustee for Eric Ceja, Jr., 1735 Market Street, P.O.
Box 7899, Philadelphia, PA 19101, ATTN: Marie Gatti, #1930256
Notice has now been given to all persons entitled thereto under
Rules 5.6 and 5.7, except
Date: November 29, 2004
Capacity:
Signature: ~/~ ~_~
Name: Wii'l~am C. Dissinger
Address: 400 South State Road
Marysville, P~'~705~
Telephone: (717) 957-347~i"
Personal Representative
~ Counsel for Personal Repr~_~sentative
COr,1MON\VEALiH Of PENNSYLVAN;A
DEPARTME'\. T O~ REVENLE
I::JUREAU OF NDIVI=:;UAL TAXES
DEPT. 280601
HAF.'RISBURG. PA 17123-060'
REV 1162 EX{11 96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
CEJA ERIC BRIAN SR
536 THRUSH COURT
HARRISBURG, PA 17111-5303
-- nn to..(\
ESTATE INFORMATION: SSN 158-12-5475
FILE NUMBER: 2104-0915
DECEDENT NAME: FITZPATRICK STELLA A
DATE OF PAYMENT: 01/18/2005
POSTMARK DATE: 01/18/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 09/21/2004
NO. CD 004844
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,938.98
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: E CAJA
CHECK# 4844
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$1,938.98
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
~~c,oc,
.- COMMONWEALTH OF
. /.. PENNSYLVANIA
. ':1 .:e.lii. '., DEPARTMENT OF REVENUE
. 3' DEPT 280601
, . ' HARRISBURG, PA 17128.0601
,0.-,' .-J'-
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 04
0915
CG\JN", COQ~ YEA~
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DECEDENT'S NAME (LAST, FIRST. A~D MIDDLE INITIAL)
Fitzpatrick. Stella A
SOCIA, SECURITY NUMBER
158-12-5475
DATE OF DEATH (MM-DO.vFAR)
09121/04
DATE OF BIRTH (MM-OD-YEAR)
12/18/14
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
flF APPliCABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
o 1. Original Rev,m"\
04 Limited Estate
o 6 Decedent Die': Testate ',"\\a~\: cOPY oIV,"!li
o 9. Litigation Proceeds Receivea'
o 2 Supplemental Retum
o 43. Future interest Comprorlise (r'ate dCeati alte' 12-12-02)
o 7 Oecedert Mairtained a living Trust (.~tta:r ~'~y 01 ;I\'~;\'I
o 10. Spousal Poverty Credit !Cdle or death belw&el12.31.91acc! 1-1-95)
o 3 Remainder Return (dale d jeal~ r;';Gr 10 12-n02'
o 5 Federal Estate Ta1: Return Required
-0" 8 Total Nurr:ber of Safe Deposit Boxes
o 11, Election to taK IJ[1der See 91'i3(A:IIAtlilrh s,;" c
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THIS SECTION MUST BE COMF'LETeD. ALL CORRESPONDENqE AND CON~IOENTIAL TAX INFORMATION SHOULD BE OIRECTED TO:
NAME COMPLETE MAILING ADDRESS
William C. Dissinger Dissinger & Dissinger
FI~M ~AME '; \ ",~:,\,;,~.t'\H) . Attorneys at Law
DISSinger & DISSinger 28 North 32nd Slreet
TELEPHONfNUMBER Cam Hill PA 17011
(717) 975-2840 P ,
1 Real Estate (Schedule A) (1)
2 Sloc~s ane Bonds (Scheelile Bj (2)
Closely Held Corporation, Partt1ership or Sole.Proprietorship (3)
4 Mortgages & Notes Receivable (Schedule D) (4j
0.00 " -,
0.00
0.00
0.00
9,642.78
0.00
41,314.78
(8)
7,263.19
605.92
(11)
(12)
(13)
(14)
'----,
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5 Cash, Bank Deposits & Miscellaneous Personal Property
(ScheduleFI
(5)
6 JOi~tly Owned Property (Schedule F)
o Separate Billing Requested
7 Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(6)
I))
8 Total Gross Assets I,tola) Lines 1-7)
50,957.56
9 Funera; Expet:ses & AOfTinistrative Costs (Schedule H)
(9)
<Q Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(101
11 Total Deductions (total lines 9 & 1D;,
7,869.11
43,08845
0.00
12 Net Value of Estate (Line 8 minus Line 11)
13 Charitable ard Governmenta'r Bequests/See 9113 Trusts for which an elecllon to tax has rot been
made (Schedule J)
14 Net Value Subject to Tax (Line 12 ~irus line :3)
43,088.45
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15 Amount of Lille 14 taxable at the spolisal tax
rate, or transfers under See, 9116 (a](12)
0.00 x 0
(15) 0.00
116) 1,938.98
(17) 0.00
1'8) 0.00
(19) 1 ,938.98
16 Ar,lountof Line 14 taxable at lineal rate 43,08845 x 045
1) Amounl of Line 14 taxable at sibling rate 000 x 12
18 Arnou:ltof L:ne 14 taxable al collateral rate 000 x 15
19 Tax Due
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANsWeR ALl. QUESTIONS ON REVERSE slOe AND ReCHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
232 Four Seasons Lane
CITY Enola
I STATE
PA
I ZIP
17025
Tax Payments and Credits:
1,. Tax Due (page ~ line 19)
2 CreditsrPaymenls
A. Spousal Poverty Credit
S. Prier Payments
C,OiscoIJlit
(1)
1,938.98
0.00
0.00
0.00
3 InterestlPef'lalty if applicable
o Interest
E. Penally
Tolal Credlls I A + B + C ) (2)
0.00
0.00
0.00
TolallnteresVPenalty ( D + E )
4. 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
B Enler Ihe lotal of line 5 + 5A. ThIS IS Ihe BALANCE DUE.
(3) 0.00
(4) 0.00
(5) 1,93898
(5A) 0.00
(58) 1,93898
5 If Line 1 -+ line 3 is greater than line 2, enter the difference This is the TAX DUE.
A. Enter the interest 0\\ the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes
o
o
o
o
....0
o
........0 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.
Did decedent make a transfer and
a retain the use or income of the property transferred',
b retain the right to designate who shaIl use the property transferred or its income; ....
c. retain a reversionary interest; or...
d. receive the promise for life of either payments, benefits or care? ..
2. If deatll occurred after December 12,1982, did decedent transfer property withili olle year of death
without receiving adequate consideration? ,.
3 Did decedent own an "10 trust for" or payable upon death bank account or secur'lty al his or her death?..
4. Did decedent own an Individual Retiremel\t Account, annuity, or other non-probate property which
contains a beneficiary design.ation? .
No
IE
123
00
~
o
o
Under penalties of perjury. I declare that I have examined this retu{(\, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correcl
and complete
Declalalion ol preparer other than the personal representalive is based on allin/ormation of which preparer has aoyknowledge
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ....I...
ADDRESS ~ ~ c:..
536 Thrush Court, Harrisburg, PA 171((?5303
SIGNATURE OF PREPAMTHER HAN REP~ TlVE
ADDRESS
28 North 32nd Street, Camp Hi , PA 17011
DATE
/-/7,oJ
DATE
I~ 17.as-
For dates of death on or after JUlY 1, 1994 and before January i 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 PS S9116 (3)(1.1) (i)1
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 survlVing spouse is D% 172 P.S. S9116 (a) (1,1) Oi)]
The statute does not exemot a transfer to a surViving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax return are still applicable even If
the SJfW/lng spoJse 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 ~Nenty-one years of age or younger at eeath to or for the use of a natural parent an adoptive parent.
ora sfepparenf of the child IS 0% 172 P.S. s9116(a)(1.2IJ
The tax rate imposed on the net vai:.JB of transfers to or for the use of the decedent's iinea~ beneficiaries is 4,5%, except as noted in 72 P.S, S9116(t2) (72 P.S. s9116(a)(1)]
The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's siblings is 12% 172 P.S. 1j9116(a){1.3}\, A sibling is defined, under Section 9102 as an
indiVidual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-15GB EX+ (6-93)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Stella A Fitzpatrick
FILE NUMBER
21-04-0915
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with right of survivorship must be disclosed on Schedule F
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Account #2423620216 with Mellon Bank (copy of statement of date of death value is attached)
7,177.73
600.35
2. Account #100034700 with Waypoint Bank (copy of statement of date of death vaiue is attached)
3. Miscellaneous personal property
1,50000
300.00
4. Springdale Arms (secunty deposit returned)
5. Corn cast Cable credit
10.35
6. Mellon Pria Trust Account
54.35
TOTAL (Also enter on line 5, Recapitulation) $
(if more space IS needed, Insert additional sheets of the same size)
9,64278
HEV,151D EX+ (6"98)
.
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETUIiN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISe. NON-PROBATE PROPERTY
ESTATE OF
Stella A. Fitzpatrick
FILE NUMBER
21-04-0915
This schedule must be completed and filed if the answer to any of questions 1 through 4 011 the reverse side of the REV-1500 COVER SHEET is yes
DESCRIPTION OF PROPERTY
ITEM ,NCLUOE THE NA~lE or THE TRA,~SFE"EE, TrlEIR RELATIONSHIP ~o :lECEC}ENT ;'''ID DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE
NUMBEF THED,\TEOfT'<ANSfEI\ A"TACHACODYOF;HE DEED FO.I\ REAL ':STATE VALUE OF ASSET IN1EREST rlFAPPLlCABLEj VALUE
1 Account #10170683BN5 with Mellon Bank under a revokable deed of trust 41,31478 100 0,00 41314.78
dated 2/27/79 as amended 12/1180 (copy of deed and amendment attached)
TOTAL (Also enter on line 7 Recapitulation) $ 41,31478
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99) _
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Stella A. Fitzpatrick
FILE NUMBER
21-04-0915
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Hoover Funeral Homes - the $785.56 represents funeral and burial fees unpaid by Pa Funeral Trust
(copy of statement attached)
785.56
B
1
ADMINISTRATIVE C05TS:
Personal Represenlalive's Commissions
3,057.45
Name of Personal Representa\\\le(s) Eric B. Ceja, Sr.
Social Security Number(s)fEIN Number of Personal Representative(s) 196-48-3421
Street Address 536 Thrush Court
City Harrisburg
Year!s) Commission Paid 2005
State PA
Zip 17111
2
Attorney Fees
3,057.45
3
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
0.00
Claimant
Street Address
City Stale Zip
Relationship of Claimant 10 Decedent
4 Probale Fees 149.00
5. Accountant's Fees 000
6 Tax Return Prepare(s Fees 000
7 Cumberland Law Journal 75.00
8. The Patriot-News Co. 138.73
TOTAL (Also enter on hne 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size}
7,25319
REI/-1512EX+ (12-011
*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Stella A. Fitzpatrick
FILE NUMBER
21-04-0915
RellQrt debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
PPL Electnc Utilities Corp 38.28
2. East Pennsboro Ambuiance Service 435.00
3. Verizon 20.70
4 Associa!ed Cardiologists 100.00
5. Comcas! Cable 11.94
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert add'ltional sheets of the same size)
605.92
REV.1513 EX+ 19,00,1
*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNEYLVANI.I'\
INhERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Stella A. Fitzpatrick
FILE NUMBER
21-04-0915
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee/s) OF ESTATE
I TAXABLE OISTRlBUTIONS [include outright spousal distributiorls, aDd transfers under
See 9116 (al (12)(
1 Eric Bnan Ceja, Sr. grandson 14,362.82
536 Thrush Court, Harnsburg, PA 17111-5303
2 Eric Brian Ceja, Jr. great-grandson 14,362.82
312 Spring Lane, Enola, PA 17025
(via Mellon Bank Trustee for Eric Brian Ce]a, Jr
1735 Market Street, PO Box 7899, Philadelphia, PA 19101
3. Theresa Jean Ceja daughter 14,362.82
1108 Yverdon Drive, Wormleysburg, PA 17043
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV.1500 COVER SHEET
\I NON-TAXABLE DISTRIBUTIONS
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
NONE
0.00
B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
NONE 0.00
TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTiONS ON LINE 13 OF REY.1500 COYER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
F.
@ Mellon
November 4, 2004
Re: Stella A. Fitzpatrick, Dec'd.,
Trust under Deed - # 10 170683BN5
William C Dissinger, Esquire
Dissinger and Dissingr
400 South State Road
Camp Hill, PA 17053
Dear Mr. Dissinger:
We acknowledge receipt of your letter of October 28,2004 advising us that you represent the
Estate of Stella S. Fitzpatrick.
Mrs. Fitzpatrick had a revocable deed of trust of which Mellon Bank is trustee. A copy of the
trust agreement is enclosed for your records. The exact title is Stella A. Fitzpatrick, Mellon
Bank, N.A., Trustee under Agreement dated 2/27/79. Enclosed is a current asset list indIcating
the interest rate on the Mellon Short-Term U. S. Government Securities Fund and Money Market
Demand Account. Enclosed in triplicate is the date of death value. We have requested an
income accrual for the trust. As soon as the amount has been determined, we shall let you know.
The other account that you requested information on is a checking account. We have forwarded
a copy of your letter to Reberta Good in our Camp Hill office.
Under the provisions of Mrs. Fitzpatrick's amendment dated 12/1/88, if Eric Brian Ceja, Jr. is
under age 25, $15,000 is to be held in this trust for his benefit. One-third of the remainder is to
be distributed to Mrs. Fitzpatrick's daughter, Theresa Jean Ceja and one-third is to be distributed
to her grandson, Eric Brain Ceja, Sf. According to our records, Eric, Jr. is age 23
1 note that under Mrs. Fitzpatrick's will, one-third of the residue of her estate is to pour over into
this trust for the use and benefit of Eric, k Could you give me an approximate amount that wc
can expect to recei ve.
At your convenience could you provide me with the current addresses for Theresa Ceja and Eric,
JL I shal! then contact the interested parties to obtain their social security numbers.
Sincerely,
d:::,'?/1/~v
Assistant Vice President
Enclosures
Pri\c/ic H;'c/l'..'/ Jl'iil'{'.!L'/!/('i:.'
1'7-'5 :\Iarkd Sl:;;;'l'[ . PO. B,)\ iS9'l . PhilJJt'~;'lni:l. P.-\ !();I)I-78,:)lj
cc: Mr. Eric Brian Ceja, Sr. IS~S! ;..;rl:,-56S'J Ofrll.:t
.J,. .\le!!on Fil!Uiluu! COII/IJiIi,'"
n
...:
TRUST AGREE~ENT 3ET\VEEN STELLA A. FITZPATRICK, SETTLOR,
fu~D THE CO~~ONWEALTH NATIONAL BANK, TRUSTEE,
DATED FEBRUARY 21, 1979
KNOW ALL PERSONS BY THESE PRESENTS, that in consideration of
the mutual convenants of the parties hereto, this Agreement is entered
into this 21~, day of February 1979, between STELLA A. FITZPATRICK,
of New C~berland, Cumberland County, Pennsylvania, hereinafter called
the Settlor, a:1d THE CO"lMONWEALTH NATIONAL Bfu~K, 10 South ~Iarket
Square, Harrisburg, Dauphi~ County, Pennsylvania, hereinafter called
the Trustee, as :ollows:
ONE: TRUST PROPERTY.
The Settlo= has ~ransferred and delivered to the Trustee all
the property descri~ed i~ the attached Schedule A, which, together
with all other property hereafter transferred and delivered to the
Trustee by Settler or by a~y other person, pursuant hereto, shall
constitute the Trust Estate, and shall be held, administered and
distributed as provided in this Agreement.
T<tIO~
DISPOSITI\~ PROVISIONS.
The T=ustee shall a?ply and distribute the net income and the
principal of the Trust Estate as follows:
(a) The Trustee shall pay the net income, ~uart8rly or,
upon ~equest, monthly, ~o tne Settlor for life and shall pay to Settlor
such portions of principal as Settlor may from time to time request.
Furthermore, in the event of Settlor1s disability, the Trustee shall
pay for the benefit of Settlor such amounts of iucorne and principal
as may be required for her proper and adequate support, including
but ~ot limited ~o Dedical a~d hospitalization costs.
(b) Upon Settlor's death, the entire principal and all
accumulated but undistributed incone then held by the Trustee shall
be distributed promptly to Settlor's grandson, Eric Brian Ceja, if
he has reached thirty-five (35) years of age.
(c) If Settlorls grandson, Eric Brian Ceja, has not reached
the age of thirty-five (3S) years at the time of Settlor's death, the
Trustee shall apply and distribute the net income and the principal
of the Trust Estate as follows:
(i) The Trustee shall pay the net income to Settlor's
grandson, Eric Bria~ Ceja, quarterly or, ~pon request, ~onthly until
he reaches his thirty-fi:th (33th) birthday, at which time the entire
principal and all acc~~~lated hut undistributed i~cone then held by
the Trustee shall be distributed to him.
(ii) Additionally, the Trustee, in its absolute and
unfettered discretion, ~ay i~vade the principal of the Trust Estate,
upon request by Settlor1s grandson, Eric Brian Ceja, and pay to him
such anounts as the ~=~stee deems appropriate to assist his purchase of
a residence or other worthwhile personal or business investments. The
Settlor intends by this ?rovision to require the Trustee to evaluate
the soundness of any proposed i~vestnen~ by Settlor's grandson, Eric
Brian Cejc, o2rore distri~uti~~ to hi~ a~v =unds from the Trust Estate
for that purpose.
(iii)
~.. the event of the disability of Settlor's
grandson, Eric Bria~ Ceja, the Trustee shall pay for his benefit such
amounts of income and principal of the ~rust Estate as may be required
for his proper and adequate su~port, inCluding but not limited to
medical and hospitalization costs.
(d) If Eric 3rian Ceja shall have predeceased Settlor, or
if ~e should die prior ~~ h~s attaining t~e age of thirty-five (35)
years and receiving the entire Trust Estate, the Trustee shall dis-
tribute t~e then existing Tr~st Estate to his survivi~g issue in equal
-2-
shares per stirpes, subject to the provisions of Paragraph THREE
below.
(e) If Settlor's grandson, Eric Brian Ceja, should die with-
out issue surviving him, the Trustee shall distribute the then existing
Trust Estate to the surviving brothers and sisters of Settlor in equal
shares.
THREE: MINORITY PROVISION.
Any share of the Trust Estate which becomes distributable to
a minor shall be held in trust by the Trustee during minority.
The Trustee shall apply such amounts of income and principal as it,
in its sole discret~on, deems proper for the support, education and
welfare of such minor, and shall accumulate any unexpended balance
of income.
Such amounts may be applied directly or may be paid to
the person with whom such minor resides or who has the care and
control of such minor, without the intervention of a guardian. The
Trustee shall not be obliged to supervise or inquire into the appli-
cation of such amounts by such person, and the receipt of such person
shall be a complete release of the Trustee.
Should the share of a
minor, in the sole opinion of the Trustee, be or become too small to
warrant continui~g such fund in trust, or should its administration
be or become impractical for any other reason, the Trustee, in its
sole discretion, may pay such share, absolutely, to the parent or
other person maintaining said minor or may deposit such share in the
minor's name in a savings account in a bank or savings institution of
its Choosing, payable to the minor at majority.
FOUR: DISABILITY PROVISION.
If any beneficiary of the Trust Estate shall, i~ the sole
opinion of the Trustee, oe or become :r.entally or ;:.':"';ysically incapa-
citated by reason or illness, accident or otherwise, the Trustee may
-]-
apply either inco~e or principal for t~e support and welfare of
such beneficiary directly! or to the person who has the care and
control of such beneficiary, without the intervention of any guardian
and without any obligation to supervise application of said amounts
in any way.
FIVE: POWERS OF THE TRUSTEE.
In addition to the powers conferred by case law, by statute and
by the other provisions hereof, the Trustee, and its successors, shall
have the fOllowing discretionary powers applicable to all real and
personal property held by it, including property held for minors, all
real and personal ~roperty being referred to in this Section as the
Trust Estate, which powers shall be effective without court order and
shall exist u~til actual distribution:
(a) To retain any property received by it, including its
own s~ock;
{b} ~o invest and reinvest all or any part of t~e Trust
Estate in such stocks, bonds, securities a~d other property, real
or personal, as i~, in its sole discretion shall deem proper, including
its corr~on trust =~~ds, without regarc to statutes limiting the
property whic~ a =~duciary may purchase:
(e) To sell, transfer, exchange or otherwise dispose of,
any part of ~he ~rust Estate, for cash or on terms, ~ublicly or
privately, or to lease, even for a term exceeding five (S} years or
the duration of this trust, without liability on the purchasers or
lessees to see to the application of t~e ?=oceeds, and to give
options for these purchases without the obligation to repudiate
them in favor of a higher offer:
-4-
(d) ~o execute and deliver any deeds, leases, assign-
ments or other instrunents as may be necessary to carry out the
provisions of this trust;
(e) To borrow money, including the right to borrow from
itself, and to mortgage or pledge as securltYi
(f) To assume continuance of the status of any bene-
ficiary with regard to death, marriage, divorce, illness, incapacity
and the like in the absence of information deemed reliable without
liability for disbursements made on such assumption;
(g) To make any distribution hereunder either in kind or
in money, or partial2..:.: in kind and partially in money. Distribution
in kind shall be made at the market value of the property distributed,
and the Trustee may, in its absolute discretion, cause the share
distributed to any distributee to be composed of property like to
or different :rom that distributed to any other distributee;
(h) ~o exercise any subscription right i~ connection with
any security held he~eunder, to consent to or participate in any
recapitalizatio~, reorganization, consolidation or merger of any
corporation, compa~y or association, the securities of which may be
held hereunder, to delegate authority with respect thereto, to
deposit investments u~der agreements, to pay assessments, and
generally to exercise all rights of investors;
(i) 70 permit the proceeds of any insurance policy to
remain with the issuing insurance company for the benefit of any
income beneficiary under any optional method of settlement allowed
by the issuLng cOm?a~Yi
(jl ':'0 If.vest in endo'....TI!ent, insurance or annuity poli-
cies on t~e li~es of beneficiaries hereunder;
(k) To co all other acts in its judgment necessary or
-0-
desirable for t~e proper management, inves~~e~t and distribution
of the Trust Estate.
SIX:
TAXES.
-
All estate and inheritance taxes that become payable by reason
of the Settlor's death in respect to the property passing under this
Agreement shall, to the extent possible, be paid by the Settlor's
estate and not from the property passing under this Agreement. To
the extent that taxes, including interest and penalties, shall be
paid from the property passing under this Agreement, ~o beneficiary
shall be required to refund any part thereof.
SEVEN:
P~OTECTI\S ?ROVISIO~.
All i~come or princi?al held for the use and benefit of the
beneficiaries 0: this trust shall ~ot be in any way or manner sub-
ject to antici~ation, assignment, ?ledge, sale or transfer, nor
shall any such interest, while ih the possession of the Trustee,
be liable for or subject to the debts, contracts, obligations,
liabilities or torts of any beneficiary, or to attacr~ents, execu-
tions or sequestrations under ~rocess of law.
EIGHT:
RESIG~.;'TIO:;; A:~D C00<IPENSATIO)J OF TRUSTEE.
The T~ustee may resign duri~q the lifetime of t~e Settlor
upon thirty (30) days' ~ritten notice to the Settlor. ~ successor
trustee may be a?poi~ted by the Settlor, and such successor trustee
shall succeed to all the duties and all the powers, including dis-
cretionary powers, herein granted to the Trustee~
In the even t of
the appointment 0: a successor trustee by a Court with jurisdiction
over the Tr~st Estate, such successor trus~ee shall also succeed to
all the duties a~d all the ?owers, includi~g discretionary powers,
hereiJ gra~ted t8 tte T~~stee.
T~e me~~er Dr consolidation of any
corporate trus~ee snail ~ot affect its duties and powers.
-6-
The Trustee shall receive fair and reasonable compensation
hereunder.
NINE: ABSENCE OF BOND FOR TRUSTEE.
The Settlor's express intent is that the Trustee shall serve
without bond of any sort in any jurisdiction.
The Trustee may
make expenditures for and distributions to persons under disability
of any sort without the intervention of a guardian.
TEN:
REVOCATION
During Settlor's lifetime, she may, by written instrument filed
with the Trustee, revoke this trust, in whole or in part. upon paying
the sums due the Trustee for its services hereunder. or may from time
to time alter or divest the interest of or change the beneficiaries
of this trust without limitation in any respect, and may otherwise
modify this trust, but no modification shall increase the duties of
the Trustee without its consent.
ELEVEN: TRANSACTIONS WITH ESTATE OF SETTLOR.
Without liability for loss, the Trustee shall have the power
to lend money to the Settlor's estate, with or without security,
and to pay the expenses of Settlor's last illness and burial and
any taxes, federal, state or other, imposed On Settlor's estate.
IN WITNESS WHEREOF, the Settlor has hereunto set her hand and
seal, a~d the Trustee has caused these presents to be executed by
duly authorized officers and its corporate seal to be hereunto
affixed the day and year first above written.
0S:
~;/L~~~~tLt~
/'77ff{.",(. :.:(;,7'i:jc~/wJ (SEAL)
STELLA A. FITZPATRICK
ATTEST:
L'/ /,'
L- /? /'7'':''-::; ,;/;.' -/ /'
{A3sistant) Secretary
THE COMMONWEAlTH NATIONAL BANK
By 4tC.U ) C.( '- ,~)
/ (Vice) President
/
I
,
.J..CO R?O RATE
SEAL)
-7-
COMMON'flEALTH OF
COUNTY OF c<!l
PENNSYLVANIA
--/
V'
55.
On this, the d 7 '?- day of ~~, 1979, before me, the
undersigned officer, personally appeared STELLA A. FITZPATRICK, known
to me (or satisfactorily proven) to be the person whose name is subscribed
to the within instrument, and acknowledged that she executed the same
for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
'-~Ll.~ 2.
N~t;-iI Public
~
My Commission Expires:
/) ^ ~ n
..~ /," / 'J d C
~/ './ )
COMMONWEALTH OF PENNSYLVANIA
55.
COUNTY OF DAUPHIN
who
On this, the / day of (;~GLv.;;L , 1979, before me.
undersigned officer, personally appeared ~. Lv. ~!J oj, 0
~ ,(/,)}(I ";, y-
acknowledged ~self to be Jj Y;;i.uv " ~,,_l:;
of THE COMMONlVEALTH NATIONAL BANK, a national banking association
the
organized and existing
,
and that,~, as such
under the laws of the United States of America,
7~'
1 . '1 ,:
'f'~
, being authorized
so to do, executed the foregoing instrument for the purfose
~
contained by signing the name of the association by ~self
therein
as
rU
. " ".-;
'k.u./ r/lL~
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
,<it/-
Notary
(,
Public
;/ l >,'e~_l
My Commission Expires:
-",' --".' . ''''',+l;:7 :"t)'I~RY p..-":~'~,f.
...~.,.)\; .,' ..'1..,"./ ,',:j.', c.
. .....,. .. :;,i~FS jA~ 1: ..
'----',"J:-" !>,.SD(.I~tlnr. ~. "',~. ,n
SCHEDULE A
Cash in the amount of $37,000 delivered to The Commonwealth
National Bank on February 6, 1979, pursuant to a temporary Trust
Agreement of that date, plus any and all income, net of expenses
and fee, earned from that date to the date of this Agreement.
i\MENDMEtiT TO TRUST AGREEMENT
BETWEEN
STELLA A. FITZPATRICK, SETTLOR
AND
COMMONWEALTH NATIONAL BANK, TRUSTEE
DATED FEBRUARY 27, 1979
Know all per-sons by these presents that in consider-ation
of the mutual covenants of the par-ties hereto, this Amendment
is entered the day of ~ ~ __ ,., ,- , 1988, between Stella
A. Fitzpatrick of 232 Four Seasons Lane, Enola, Cumberland
County, Pennsylvania, hereinafter- called the Settlor-, and the
Commonwealth National Bank, LO South Market Squar-e, Harrisburg,
Dauphin County, Pennsylvania, hereinafter- called the Tr-ustee as
follows:
I. TRUST PROPERTY
Settlor has tr-ansfer-ed and delivered to the trustee
the additional sum of $15,000.00 to be added to the trust
property and to cons t i tu te a pert ion of the trust esta te and
this sum shall be held, administered and distr-ibuted as
pr-ovided in the Tr-ust Agr-eement and this amendment.
II. DISPOSITIVE PROVISIONS
Settlec her-eby deletes subparagraph (b), subparagraph
(c) and its subparts, and subparagraphs (d) and (e) under
paragr-aph t'..JO of the r:,.ust Ageement dated Februar-y 27, 1979,
which is captioned nJ(): DISPOSITIVE PROVISONS, and the
following language is inser-ted in place thereof:
(b) Upon Settloc's death, if Ecic Bdan Ceja, Jr. is
under twenty-five yeaes of age, $15,000.00 shall be set aside
in this tcust foe Eeic Beian Ceja, Jr. and managed pursuant to
the tenns of the tt'ust agt"eement and this amendment. If he is
over twenty-five yeacs of age, the $15,000.00 shall be
di.stributed to him at Settlors death. One-thied of the
eemainder of the trust funds shall be distributed promptly to
Settlo'C's daughter The'Cesa Jean Ceja, and one-third of the
'Cemainder of the teust funds shall be distributed to Settlor's
grandson, Eric Beian Ceja, Se.. Upon such distribution, Eric
Brian Ceja, S'C. and Theresa Jean Ceja shall cease to be
beneficiaries under this trust. Foe purposes of determining the
amount of disteibuti.on to which they are entitled, the date of
Settloc's death is the date on which those funds shall be
dete,nnined. Any increases to the trust property as a result of
Settlor's death or received subsequent to the date of Settlor's
death, shall not be held for the benefit of Edc Brian Ceja,
Sr. or Theeesa Jean Ceja, but shall be held for the benefit of
Eric Bcian Ceja, Je..
(c) If Settloe's great-grandson Eric Brian Ceja, Jr.
has not reached the age of twenty-five at the time of Settlor's
death, the trustee shall apply and distribute the net income
and the peincipal of the trust estate for the purpose of paying
fot" a t'dO yeac or :our yeat:" ::ollege education for Eric Brian
Ceja, Jr.. "College education" shall be deemed to include
tuition, eoom and board only. The trustee shall pay the sums
directly to the school where Ecic Bcian Ceja, Jr. is enrolled
and/or to the peovidee of eoom and board. The trustee shall not
be obliged to supervise oe inquiee into the application of such
amounts by such institution or [leovider, and the receipt of
such institution or provider shall be a complete release of the
teustee. Howevee, in the event of the t.otal disability, at any
time, of Ecic Beian C'-'Ja, Jc. the trustee shall pay for his
benefit such amounts of income and principal of the trust
-2-
estate as may be ~equired fo~ his p~oper and adequate support,
including but not limited to medi~al and hospitalization costs.
When Eric Brian Ceja, Jr. is twenty-five years of age, the
trust shall terminate and the balance shall be dist~ibuted to
him. If Eric Bdan Ceja, Jr. is twenty-five years of age or
olde~ at Settlo~s death, the balance of the trust shall be
dist~ibuted to him and the trust shall terminate.
(d) If Eric 8dan Ceja, Jr. predeceases Settlor or
dies before attaining twenty-five years of age and before
receiving the entire trust balance, the trustee shall
dist~ibute the then existing trust balance to his issue per
sti~pes in equal shares, but if he is not survived by issue,
then the trust balance shall be distributed equally between
Eric Brian Ceja, Sr. and Theresa Jean Ceja or the survivor of
them,. and if Eric 8rian Ceja, Sr. and Theresa Jean Ceja
predecease Eric Brian Ceja, J~., then the balance shall be
distributed equally among the su~viving brothers and sisters of
Settlor. If Eric Bt"1an Ceja, Sr. or Theresa Jean Ceja
predecease Settlor, their share of this trust shall continue in
trust under the trust Agreement and this Amendment for the
benefit of Eric Brian Ceja, Jr. and be distributed to Eric
Brian Ceja, Jr. in acco~dance with the T~ust Agreement and its
Amendments.
III. MINORITY PROVISION
Settlor hereby
Agreement dated February
MINORITY PROVISION.
deletes parag~aph 3 of the Trust
27,1979, which is captioned THREE:
"
,
,
-3-
IN WITNESS WHEREOf, the Settlor has hereunto set her hand
and seal to these amendments to her original trust Agreement
dated february 27, 1979, and does in all other aspects, ratify
and reaffirm the Agn:ement that she executed between herself
and Commonwealth National Bank, Trustee on february 27, 1979.
//,7/ c7 /) ~~ T~
, ./
-, (' ,/
.\7;- (,: <
Stella A.
.. .___" "r
. i-t . ,/~, -4JJ, ._~ ~ -1'
(.( {~~'{ /[ 1 ~ f(
Fitzpatrick !/R: /j J;q
Witness
I!),(~ ~ YuL'
Witness
Commonwealth National Bank
By _~ h1 &e--
~ 0Jf~'
ii
,
,
,
-4-
COMMONWEALTH OF PENNSYLVANIA
ss
COONT' 0' 'j!i lIif '
On this /-~t- di y of -X f.// (1/ ))/ /Vt 1988, before me a
Notary Public, personally appeared Stella A. Fitzpatrick known
to me (or satisfactorily proven) to be the person whose name is
subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
. .
. .
In witness whereof, I hereunto set my hand and seal.
//;"
~ary
J
('o.lo)..a.--;..'; SDi':J
Chr[slJne A. Za.;i(;(), :'l~ary p~;c
Ma<ysvi:!e Borough. Perry County
My Cornmis~cn E;:piras JU:y 19, 1:9~1
"
;i
I'
COMMONWEALTH OF PENNSYLVANIA
ss
I
I' COUNTY OF
DikcP14/tJ
On this day of D~C'.ef)1ber ,1988, before me a
/ '. '
Notary Public, personally appeared 5htJ(D}; lvi, =rCl6 who
acknowledged himself or herself to be a }k"s, uP;<"/aa:? of
Commonwealth National Bank, a national banking assoc~ation
organized and existing under the laws of the United States of
America and that he or she as such 7RPsr {)FP<~c."7Z... being
authorized so to do so, executed the forego~ng ~nstrument for
the purposes therein contained by signing the name of the
association by himself or herself and who is known to me (or
satisfactorily proven) to be the person whose name is
subscribed to the within instrument, and acknowledged that he
or she executed the same for the purposes therein contained.
In witness whereof, I hereunto set my hand and seal.
Notary Publ~c
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Estate Valuation
Date of Death:
valuation Date:
Processing Date:
09/21/2004
09/21/2004
11/03/2004
Estate of: FITZPATRICK STELLA A T/A
Account: 10170683BN5
Report Type: Date of Death
Number of Securities: 2
File ID: 06838N5
Shares
or Par
Security
Description High/Ask Low/Bid
Mean &/or Div & Int Security
Adj'ments Accruals Value
1)
4226.37 (CASH)
CASH fu,D CASH EQUIVALENTS
4,226.37
2 )
2971.828 MELLON FDS TR (585S1X64S)
SIT US GV SC M
Mutual Fund (as quoted
09/21/2004
by NASDAQ)
12.48000 l1kt
12.480000
37,088.41
Total Value:
Total Accrual:
Total: $41,314.78
$41,314.78
$0.00
Portfolio Endnotes
The breakdown of principal and income for cash and cash equivalents may be
~btained by ordering an El statement from the SEI system. If a Collected and
~ccrued Income calculation is required, a request can be made to the
~istribution Unit and cash and cash equivalents information is provided as a
~ortion of the accompanying calculation.
Page 1
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
Estate Valuation
,-te of Death:
,-luation Date:
cocessing Date:
09/2112004
09/21/2004
11/03/2004
Estate of: FITZPATRICK STELLA AT/A
Account: 10170683BN5
Report Type: Date of Death
Number of Securities: 2
File 10: 0683BN5
Shares
or Par
Security
Description High/Ask Low/Bid
Mean &/or Div & Int Security
Adj'ments Accruals Value
1 )
4226.37 (CASH)
CASH AND CASH EQUIVALENTS
4,226.37
2 )
2971.828 MELLON FDS TR (58551X645)
SIT US GV SC 11
l1utual Fund (as quoted
09/21/2004
by NASDAQ)
12.48000 I1kt
12.480000
37,088.41
Total Value:
)tal Accrual:
Total: $41,314.78
$41,314.78
$0.00
Portfolio Endnotes
,e breakdown of principal and income for cash and cash equivalents may be
)tained by ordering an El statement from the SEI system. If a Collected and
:crued Income calculation is required, a request can be made to the
.stribution Unit and cash and cash equivalents information is provided as a
)rtion of the accompanying calculation.
Page 1
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
Estate Valuation
lte of Death:
lluation Date:
cocessing Date:
09/21/2004
09/21/2004
11/03/2004
Estate of: FITZPATRICK STELLA A T/A
Account: 10170683BN5
Report Type: Date of Death
Number of Securities: 2
File ID: 0683BN5
Shares
or Par
Security
Description High/Ask Low/Bid
Mean &/or Div & Int Security
Adj'ments Accruals Value
1)
4226.37 (CASH)
CASH AND CASH EQUIVALENTS
4,226.37
2 )
2971.828 MELLON FDS TR (58551X645)
SIT US GV SC N
Nutual Fund (as quoted
09/21/2004
by NASDAQ)
12.48000 Nkt
12.480000
37,088.41
Total Value:
)tal Accrual:
Total: $41,314.78
$41,314.78
$0.00
Portfolio Endnotes
le breakdown of principal and income for cash and cash equivalents may be
)tained by ordering an El statement from the SEI system. If a Collected and
:crued Income calculation is required, a request can be made to the
.stribution Unit and cash and cash equivalents information is provided as a
Jrtion of the accompanying calculation.
Page 1
This report was produced with EstateVal, a product of Estate Valuations &
Pricing Systems, Inc. If you have questions, please contact EVP Systems at
(818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
@ Mellon
P.O. Box 3147
Pittsburgh, PA 15230-9414
December 02, 2004
William C. Dissinger
Dissinger and Dissinger
28 North Thirty-Second Street
Camp Hill, PA 17011
Estate Of Stella Fitzpatrick
Date of Deatl1: 09/2l!2004
SS;-,r 158-12-5475
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in
the above decedent's name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please
call (412) 234-4181.
Sincerelv.
~/u1
KathyNa~e
)J
cD'-C
Mellon Private Wealth Operations 154-0650
Page 1 of 2
Purore ~ku/rh J/UilU\!.t'il.'otr
PO B\),\ 3J-1-7 . Pjtl~hurgh. P.-\ 152,;O-9..\.1..\.
A .Vet/oll Finuncla! CiII/!jlillf,\ ",
~
...1
@ Mellon Bank
Account
Number Account Title
2423620216
Stella Fitzpatrick
Thursday, December 02, 2004
Date Opened: 01/01/1993
Principal Sal Int from Last
as of DDD Posting to DDD
$7,17773 $000
Account Type: DD
Account Sal
as of DOD
$7,177,73
YTD Int to
DOD
$0,00
Page 2 of 2
V1Way~qi!lt
11/2912004
DISSINGER AND DISSINGER
28 N THIRTY-SECOND ST
CAMP HILL PA 17011
The information which you requested on the account(s) of STELLA A FITZPATRICK
(Social Security Number 158-12-5475) is/are as follows:
Date Opened
100034700
SAVINGS
010171
600.29
.06
600.35
Account Number
Class of Account
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
010171
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
~c.erelY~.
LEr~ I
ERfN Mv,,, .
SENIOR SERVICES REP.
PO. Box 1711. HARRISBURG. PENNSYlVANIA 17/05-17/1
Toll FrEE 1-866-WAYPOINT (I-866-929-7646J' IN YORK AR"A 717/"'1<::_"'''''''''' . u_._...___
WARRE,\; R. HOOVER, JR., S~lperuiSDr
6011 Linglestown Road
Harrisburg, PA 17112
(717) 632-8888
FWleral Homes & Crematory, me.
SHELDON K. HOOVER, Superuisor
Route 422 & lucy Avenue
PO. Box 475
Hershey, PA 17033
(717) 533-7700
Estate of Stella A. Fitzpatrick
C/O Eric B. Ceja
536 Thrush Court
Harrisburg, PA. 17111
Funeral Expenses for Stella A. Fitzpatrick
Professional Services~ Use of Facilities, Automotive
Equipment and Necessary Documents
$ 2450.00
Merchandise Selected
Star Silver Casket
Sentinal Vault
1095.00
990.00
Total Funeral Home Charges
$ 4535.00
Total From Pennsylvania Funeral Trust
4043.00
Total Due ....................................................... 0.00
Cash Advances
Cemetery Charges opening & closing of grave
Casket Spray $160.00 + tax; 169.00
Clergy/Minister
Cemetery lowering device greens and tent
Patriot News obituary notice
Certified Copies of the Death Certificate 10@2.00ea
$ 900.00
169.00
100.00
100.00
42.46
20.00
Total Cash Advances 1331.46
Total From Cash Advance Account/ Pennsylvania Funeral Trust $ 545.90
Total Due..................................................$ 785.56
Eric,
Cash advances are the only items not guaranteed in a funeral pre-
arrangement. These items the funeral home has no control over.
Thank You,
Clifford D. Forester Sr. FD.
WARREN R. HOOVER; JR., Supervisor
6011 LingJestown Road
Harrisburg, PA 17112
(717) 652-8888
Funeral Homes & Crematory, Inc.
SHELOON K. HOOVER, Supervisor
Route 422 & Lucy Avenue
P.O. Box 475
Hershey, PA 17033
(717) 533-7700
Estate of Stella A. Fitzpatrick
C/O Eric B. Ceja
536 Thrush Court
Harrisburg, PA. 17111
Funeral Expenses ror Stella A. Fitzpatrick
Professional Services. Use of Facilities, Automotive
Equipment and Necessary Documents
$ 2450.00
Merchandise Selected
Star Silver Casket
Sentinal Vault
1095.00
990.00
Total Funeral Home Charges
$ 4535.00
Total From Pennsylvania Funeral Trust
4043.00
Total Due ....................................................... 0.00
Cash Advances
Cemetery Charges opening & closing of grave
Casket Spray $160.00 + tax = 169.00
Clergy/Minister
Cemetery lowering device greens and tent
Patriot News obituary notice
Certified Copies of the Death Certificate 10@2.00ea
$ 900.00
169.00
100.00
100.00
42.46
20.00
Total Cash Advances 1331.46
Total From Cash Advance Account/ Pennsylvania Funeral Trust $ 545.90
Total Due .................................................. $ 785.56
Eric,
Cash advances are the only items not guaranteed in a funeral pre-
arrangement. These items the funeral home has no control over.
Thank You,
Clifford D. Forester Sr. FD.
LAST WILL AND TESTAMENT
Of
STELLA A. FITZPATRICK
I, Stella A. cicz93cricK, of 232 fou~ Seasons Lane, Enola,
Cumbedand County, Pennsylvania, being of sound and disposing
rn"nd, mcmoey and unde::-standing, do make, publish and declaee
this to be my Last Will and Testament, hereby eevoking all
wills and codicils he::-etofoee made by me.
ITEM I.
I dicect that all my debts and funeral expenses,
including my cen2tery lot anc g~ave,narker and all expenses of
! my last illness, shall be paid fro~ my residuary estate as soon
~
c.:::::
.~
administration of my estate.
as peacticable aftee my death as pact of the expense of the ,
1\-"
'--
l',--'
"
ITEM
I make
fo 110'.{ i ng
and
specific devises
the
II .
bequests:
A. My c~r to my daughter, The~esa Jean Ceja.
B. My ho~sehold goods to my g~andson, E~ic B~ian Ceja,
S"'::'. .
. .
~
.;,
'-
~..:::::
v
f'
,.'
,
ITEM III.
I devise and bequeath all the eest, eesidue and
:~2main~er of my estate of ~vecy natuce and whe~eever situate as
follows;
, One-thi-=.-d to my daughtec:- Thec:-esa Jeal1 Ceja.
,'-\..
B. One- th i 'Cd to my gc:-andson, Ec:-ic Beian Ceja, Sr..
~ One- th i c:-o to Commonwealth National Bank IN TRUST
~ .
fo~ th,-, use and benet it of my gc:-eat-gc:-andson, Eric Brian Ceja,
J c. t
?uesuant to the tec:-ms of a tc:-ust agc:-eement executed
F2b'CC2!:Y
27, 1979, between Stella A. fitzpateick and the
Commonwealth National
Bank and as
the
trust was amended
su!Jsequent to that date and pc:-ioc:- to the execution of this
will.
Should the afoc:-said bequest to the tc:-ust fail for any
:eason, I devise end !Jequeath the one-third for Eeic Brian
Ceja, Je to him di:cectly if he is ovec:- twenty-five yeac:-s of
age.
If he lS 'under twenty-five years of age,
then to
COClmonwealth National Bank IN TRUST foc:- Ec:-ic Brian Ceja, Jr.
until such time as E,:",ic BriBn Ceja, Jc. attains the age of
twenty-five.
ITEM IV.
I direct that
any and all
Inheritance,
Estate and Tcanst~;- taxes imposed upon my estate pass1ng unGer
8Y Will or otherwise! shall be paid out oE the p~inciral of my
'C8sidual estate.
2
c.;
-~l
I,
i'
,I
11
I:
ITE~~
"
, .
I
a2?oint.
my
gr-andson,
Eric
Br ian
Cejo,
Sr.
:::xecuto:::- of this my Last will and Testament. In t~e event of
nis reil.'''::Dciation, c.eath, resignation or inability to act f6r
any ~eason whatsoever, I a?point Co~onwealth National Bank,
Executor of this ::<y Last \!ill and Testament.
I relieve my
Executor rr-or.1 t!--.e necessity of posting securit.y in. connect.ion
with his duties as such in any jurisdiction in which he may be
callec upon to act.
Hi \HTtiESS m-!EREOF, I have hereunto set my hand to this JOy
Last Will
and Testament,
which consists of
1
~ pages,
to each
of <...thich
I have
affixed my
signature this
day of
" '
/'
, one thousand nine hundred and eighty-eight (1988).
i
I
;~-/I.' /-C -;'~ // /
/' _ ,I c[I.'-~'~ --:-r //z. / /(.-:-:-:r /' f;~~
St 11 A F' ~<,F-
ea. :l.tzpacrlCK 1-/:;" :./1'/
3
COMMO~~EALTH OF ?ENNSYLVANIA
COU~JTY OF
ss
,
and' the testatrix an the
~itnes s respectlve es are signed to th attached
0':: forecoina instrument, be~ng first duly s'.-.'orn, do hereby
declare - to the undersigned authority that the testatrix signed
and executed the instrument as her last will and that she had
signed wi 11 ingly, and that she executed it as her free and
voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the testatrix,
signed the will as witness and that to the best of their
knowledge'the testatrix was at that time eighteen years of age
or older, or sound mind and under no constraint or undue
influence.
.. / ~
.:~(,:..
Testatrlx
<------- ~
- --;:- j ~
. .rj:"'<
;,L
/
/
.</.
"-----J? ?! (' ~-~
Witness... .--, 1'\
I fill;,. //)u) 1 1
(lUI/ !:;U>..{.1/Y) . li:1../f/}jJ)v'r
Wl tness I /,
Subscribed and sworn to and acknowledged
by Stella A, Fitzpatrick, Testatrix
ed -and swam ::' a~JD9bTJfJ~~~ rr.f~q~~{t~(
,
i;
,
I
i'!
11C,
l'k.!ariRi 5;sal
Chr:s~l;,;~ A. Z-~.:' '''_~. ;-',- ~j Pub~i-c;
Mar-j3'/;;ia 2cel':<;~" P~yri (:our.li
Uy 0.:J,<lx,:::sl;n E::^;-~;2'$ ...Juiy 19, 19C"';:
4
Cumberland County - Register Ot WlllE:
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 7/27/2006
DISSINGER MARY A ETTER
400 S STATE ROAD
MARYSVILLE, PA 17053
RE: Estate of FITZPATRICK STELLA A
File Number: 2004-00915
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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 adrninistration.
This filing is due by:
9/21/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
,4 .r
~. ~. b- ~h_P
J~~~ i>./~1AJ ~r
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 7/27/2006
CEJA ERIC BRIAN SR
536 THRUSH COURT
HARRISBURG, PA 17111-5303
RE: Estate of FITZPATRICK STELLA A
File Number: 2004-00915
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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:
9/21/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
;/ . C,.P" d LAU ~
~ LVi~ d:-.u.--::J
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
'II" ".'--
> .
o I '
~~ '- ;
~
Register of Wills of Cumberland County
STATUS REPORT U1\TDER Rul~E 6.12
Name of Decedent: <:==-jc II'n I t f-:~ -t(~ t)Cit i 1 ~ /<'-
Date of Death: q /.2 I ft'\ ti
Estate No.: fJ l,e L/_ 0C t I ( S
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 wh~er administration of the estate is complete:
Yes U No 0
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 fmal account \vith the Court?
Yes 0 No 01
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: t.J / ~.\--
{
c. Did the personal r~.esentative state an account infqrmally to the parties in
interest? Yes Dc No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed vrith the Clerk of the Orphans' COUerr and may be
attached to this report.
Date:
7/2 liz' (..
I I
L ( 'V\ l {t G't;l
Signature '
( I
,,/"'~' ,
/\
I\...._ ~'c. .j..L C .. -- '-
J-'-
L-I.' ) \ l'(! HI
Name
} "- ,- .
( '\:) ( 'S .s" ,,( <:., ..e
(
Q<i) ~
Address
J d_~~~0 _S'\- (C1'''j IP l-fl' l ( () 1/1-
"7 t l~'1-z~---- ,J ~ ~/ ( )
Telephone No.
...... ~ ,'. .
v .../ ..~..;;
(
Capacity: 0 Personal Representative
BCounsel for personal representative
\
'3'V'J