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HomeMy WebLinkAbout95-0163PETITION FOR PROBATE and GRANT OF LETTERS Estate of S • Catherine Bell also known as No. To: ~...~ ::. 4~ Register of Wills for they ','_, ~~~~~~$~ SocialSecurltyNo. 191-26-7147 Deceased. County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: .ei~ '' EB ~$ A :' :1 i Your petitioner(s), who is/are 18 years of age or older an the execut r ; x in the last will of the above decedent dated - t : „ named and codicil(s) dated -Fehr ~ a r 1 ~ ~ 5 ~ , 19; " 4 `',~~w t~ .~ , f'1~, (:sate relevant dreum:tances, as. renundatiou, death~of'executor; etc.) Decendent was domiciled at death in r„mhPr i and er last family or principal residence at 5 5 Wi 1 so n S t . C r lti s 1 ~yPAm17013 Nit street, number and muadpalIty) atDeceifdent, then 85 years~of age, died February 14 , 19 95 a Hnm~ ~ , l:atcept 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 probaNjA not the victit}~ of a killing and was never adjudicated incompetent: Deceadent at death owned property with estimated valises as follows: (If domiciled in Pa.) All personal property (If not doauciled'itt~ Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: ~ ," ~, , "/5- a,v G,~,~.~-/L ~ ~- l.r ._ $ 7~, aco_o~ri WI3ERF.FORE, petitioner(s) respectfully rec~uest~) the ~robate of the last will and codicil s presented herewith and the grant of letters es amen ary ( ) theron. (testamentary; adiaialstration c.t.a.; administration d.b.n.c.t.a.) ~. g ~ N V . °~~ Mart a B. Butler S ~ _5084 Harvest Court ' ~a Vi rQi n, a Rr~ar•h VA ~3 64 ~o .°.9 OATIi OF PERSONAL REpRESENTATIYE COMMON'VPEALTH OF PENNSYLVANIA COUNTY OF cUl`TBERLAND } ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition aze true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law_ Sworn to or affirmed and .subscribed before me this day of 19_~ _ Register . c„ A K 0 y H105.805 REV 9-8! - - - - - - - - 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 Offiee for permanent filing. WARNING: It is Illegal to dupliicate this coPY ~Y photostat or: photograph. Fee for this certificate, X2.00 t 1"'t• ~R',~„C~P Local Registrar ~872~~~ F£B 1 61985 No. Date mn ,ENT. INI( COAAMONWEAtTH OF PENN&VLYANiA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH This is to certify that the certificate hereunto attached is a tulle and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General. Assembly, approved 29 June 1953, P.L. 304. AUG ~ 6_.2001 ? Date Fran eropoli, ' ect .Division of Vital Records P.O. Box 1528 New Castle, PA 16103 M1U5.1~a R•r. ?1E7 TrrEwRwT PENMAMENT MAAIE wr BLA{,7I wK 85 Yra couNrr aF DEATH a 1 Cumberland 55 Wilson Street Carlisle, PA 17013 NER'SNAME fF•r. Mi•W, ~~ Frank T. Bell COMMONWEALTH OF FENNSYLYANIA • DEP/1RTMENT OF HEALTH • VITAL RECORDS ~ ~ ~ T '~ ~j CERTIFICATE OF DEATH G arorEPRFNa•rrq .- - SE% SCCUL SECURRY NUMBER DRE fIAm11. D•K'Ar~ a. Female a. 191 - 26 - 7147 .. ~~Uq~, ~ ne~11i~• • ~~f 9wwRIwNM~~» ~OE,YNIC~•a aww-s.•~c6wrman.,nN May 14,1909 TWeatherly,PA ^ +^ DoA^ „~~ ,b.rna.^ ^ OT;SDIq.Tw-aF DERH FACarrr NAMEnr ~+a.r•Aion. qr rrr•nr r.ne•ri wASDEC oFHIaPRrcowDwr ~CE•AI••r'+•bara s.aaw Carlisle K~~90~gLrJo%~ nfu~'inq flodl7e ~w"~v»,~°'°''"~` ~ ,d,D~„I~,, r// a ,~ White wASDEDEDEHrEVERw DECEDFM'SEd1CRpN MAIrLILJDEW.,,,,,,yr u.a ARMED PORCE3T „M„~~W~~ (•sP01 Coll a ,s. '~. ^ Ne Q ,a N,a a~ws.I DIwIr•(Sp•~•y) k LPCOrr S ~~' 10. SuY~ d•rMb•^ RMrowl e•r Sbb^ ~~ •••••• ""° ^ Feb. 18, 1995 SERVICE R SUCH LICENSE HUMSEN n.. 010343 /177q h..40.aRrwrb - aa.rrr Mh• bwWyT Ho,rawwr•,•r 171.® wrI•rarenra-_ ark l C~ P ~~' HERS NAYS (Fin( Mi•0,, Mrrr Sw•rMI Marion E. Seibert 7RMAM7'9 AIAar1D ADCRESah1r1. Ct/fw•a Srb, ZpCod1 DE OF DISP0317gN . Hwr d C•elMU% '"'P1" Vira United Methodi t Church Cemeter Derr Tw Mifflin Co. PA "~'NO"0OAE8OF141ptTY Hoffman-Roth Funeral Home aa•- ., /'V4r I~//l~ NRS CASE REPERREDID MEDICAL EXAMINEIwggpNEp7 +e• ^ N• ~~ lil elilp •rr calr•M••Ce M. _.__--._______.-................w~w•wq•q~re•rfrsrol r•pbrw, •n•M.•Mawn••r11•iu~. IAppm•rb PART! Orlr•IS•yk•Ir••nAYwraprlb/•Sb1••rl h1 ~i DAUSE ff+r1 i ~arw, ~ . rtr•I•rrq i•rrrtlRMeY•w•Wr•IPRRrI. ~ rrwcwlWOn r~Spa.~,,s., pra„ r..w,~v. ~e.rq_..• a ~ ~ w l DUE+OfOR ASACCNSEDUENCE OFy. ~ f ! ( ./ V ••rpbbwrib ••Iw E•I•rUMDERYEp DUE /ppR ASACONSEDVENCE OPk ~ _.. . QAIIEEfpi••rw njwy 4 ~ o ; r ,, ~1•I'•~•• DUE W fORASA CONSEDUENCE Gf); n.aw~e.rnfusT I . \~ LL WAS AMAUIOPSY WERE AUTOPSY RWOrIDg MANNER Di OERH PENFORMED7 ArMUatE P111011W oRE aF rLA111Y OFCAUSE (MOn•t D•y, rrr~ ~ TIME aFw.IUnr wAIRYRWORIf? DESCRIBE IIOw wA/RV OCCURRED. OF DERN7 Nr•M •~ +,,,,,e,r ^ -~~ AceMNt ^ Fuid gbrrpM~~ ^ Mw ^ No^ ~~~ Ww ^ No~ Yr ^ N• ^ SIYCIa• ^ C•Wr naWa•bmrrl ^ M' PIACE OF NLNRY-N li•en• rn I , r:. fSP¢iIN 3M SIB n, avM. atlor%dRC• LGCRgNIStraM. Ci~/+o~wt SYtN V ~ . r, . ~RTIRER~•nywrl - aa. I ~ I11B P11YSgAN Pn ar. \ ` Z ~ b ~ I Y•~cwgW9rua•dtlrN xnwi ariollier MYac~•n Ma pw.u 'W O•u~ana~wnpNad Rwn 2a1 ery bleel•1B•,1e•Ie aeeerrl ArblM••11••fN•rr nwnnwr•MIw ................................ ..................... I~~7y.Y7~~~}((p~~~0/Fy/~~~Rf~IF1EA yy~ t0. • VI r'V~-^ • rl u 'PRDN01rICrp AND CEIITM%wD PHYSICIAN Ph Terre.wa.r•Pow.ea•.a.,rlexun.e.iuM~~ ~ :y ~ u~ a f ~ b ~,,• IJCEIVSE pU11BER GATE SgNEDfNOr~In, O•K'h•II Ma 2N t~ l , . ap.w,n wa bm.f++N rla mr .r N raa•a .......................... o ~ ^ a,a a,a fib. ~~q~ o ~~~'~ E]fA1El1E _ NAMEANDAOORE35OF PERSDI, Wlp COMPLE7EDCAUSE OF UEA7H ~ R/CpppNER "r r~•+rllbrlon •nNor invrq•tbn, m mY opMion, 1••rI oeewr•e •t Me dm•,1n•, snr pl•u, an11w to r1• e•u•Nq •M f~n~Typ•C Prtlt p- ~i1 ~'~` C.A..Y1-~ 1'M1(~ 6` rya, v V 2 a,.. REGISTRAR'S SgNAtU NVMBER 72. " ~~ kl ~ u~ ~ ~ '^~0.' ~` t ~l aa. OREFKED fMOn•1 Vrr) a.. _ ~e~ . lip . \`~9s ~ttst mill ~n~r ~P~~~trnPnY I, S. CATHERINE BELL, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and testament and revoke all wills which I previously made. I - I give, devise and bequeath my entire estate, real and personal, wherever situated unto my brother, Raymond M. Bell and my sister-in-law Lillian Bell, as tenants by the entireties, absolute y and in fee simple, and if both of them shall predecease me then to th it surviving issue per stirpes. II - I appoint as executor of this my last will and testament, my brother Raymond M. Bell and if for any reason he shall fail to qualify or cease to .act as such, I appoint my sister-in-law Lillian Bell as substituted executrix, and if for any reason she shal fail to qualify or cease to -act as such I appoint Dauphin Deposit Tru t Company as substituted executor of this my last will and testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of November, 1974. ~/J. C~G~-~ih.~iwn~- ~.~.~'~L (SEAL Signed, sealed, pub],ishe~d and declared by S. Catherine Bell, testatrix above named, as and for her last will and testament, written on one sheet of paper, in our presence, who, in her presence, at her request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: CODICIL I, S. CATHERINE BELL, of the Borough of Car : i,: 1 y, Cumberland County, Pennsylvania, declare this to k,e tli? s•~1 a codicil to my Last Will dated November 19, 1974. I . I hereby revoke the appointment of my br~~t: h~~r , Raymonc9. M. Bell and my sister-in-law, Lillian Bell , ,~~ ::, ac~cessi ve executc;rs in Item II. I hereby appoint in their staa:. n~~i' ni.~:c`, .MARTHA B. BUTLER, executrix of this my Last Will; ~;~:~d ::,:k~.~t ~~ a my niece, :Martha B. Butler, fail to qualify or cease •~:~ 3c: t. as ~~xecutr;ix, I appoint my grandniece, KELLY B. FRAET:I:~S, E:~;H ~,~~cu . i-i.x ~~t: this my last will. Should both of the foregoin;;r r~,~cn,e~l <~g~pointees fail to qualify or cease to act as exec•;i1:,r:i.c;e;: ,, ;;. hereby confirm my appointment of the DAUPHIN DEPOSa'.' Ft4N~;; ~i:' Carlisle, Pennsylvania or its successor in busines:~, a~.; ~~: _~ubstituted executor in accordance with the remaind.e r ~~f' L :e:~n II f my L~~at Wi 11 . `~ I I . I hereby add an Item III to my Last Fri l l ~,>>:: o~~idi.ng pis f o 1 I caws III. I direct that my executrix or '!ze;; successors shall not be required to give ]oon~:'~. j for the faithful performance of their dut:a ~ , :i :r.~• any jurisdiction. e. III . In all other respects, I hereby ratif~~ • c;c~na''':irr~ <~nd 'e~INublish my Last Will dated November 19, 1974, tog~~~.1"~Fat~ ~~~,•atl•c t:F~is sole codicil, as and for my Last Will. -_. _.r...., `__~ ... IN WITNESS WHEREOF, I have hereunto set my hand this day of February 1995. ~.. ~, S.,CATHERINE BELL (SEAL) Signed, published and declared on the date thereof by the above named S. CATHERINE BELL as and for the sole codicil to her Last Will dated November 19, 1974, in the presence of us, who, at her requ in her presence, and in the other, have su cr'bed our names as witnesses heretosence of each Cti ~ v K~ 4 ~~~. az- REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS WILLIAM S . DANIELS ~x ~'~~ ~`~ codicil (each) a subscribing witness to the ~ presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he was present and saw G (`ai-hari no Rr~l 1 the testat r ix ,sign the same and that he signed as a witness at the request of testat r i x in 1>~_ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_2 WILLIAM S. DAmeELS 1040 Myerstown R.Gardners, PA 17324 (Address) J s~ (Name) Register (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS MARTHA B. BUTLER and :WILLIAM S. DANIELS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that THEY ARE familiar with the signature of S . CATHERINE BELL codicil testat of (one of the subscribing witnesses to) the & will presented herewith and they codicil that believes the signature on the willa~e the handwriting of S. CATHERINE BELL to the best of their knowledge and belief. Sworn to or affirmed and subscribed before me this day of ~ (Nam2J 19 95 5084 Harvest Court, Virginia Beach VA 2346 (Address) Register WILLIAM S . DAI~iIameS 1040 Myerstow((n~~Rd//.Gardners, PA 17324 (Address) CERTIFICATION OF NOTICE UNDER RULE ~ a ~ ~ ~ ~ '3 c;~ ~r -_ - •_-, Name of Decedent: S. CATHERINE BELL ==' - Date of Death: February I4, 1995 '~~ ~ ~. Wi l l Book No . ~ - ~ Page Administration NS~.~21-~-01~~, rn To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 22, 1995 Name Address Raymond Bell & Lillian Bell 1506 1st Ave. North, No. 3 Coralville, Iowa 52241 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 3/22/95 S' na re Name: William S. Daniels Address: One West High Street Carlisle, PA 17013 Telephone: (717) 243-3831 Capacity: Counsel for personal representative 0 0 x © ~ © © T I A ^' ~ O O D Z '-' w ~ < v ~/' 3 rn C N --r D 3 ^' D ^' N OZ rte-- ~ ~ y 3 OT "' C m _m X < ~ -Di < m ^' O 4 3 p ~/ _ ~ = rn z ~ ~ D ~' C7 ~ m r N ~ z N ~ ~ ~ ~ 3 .~.{~ ~ ~ H ,~ r` G7 U] O U'T N y ~0 m = r ~ d ~ ~ ~ r ~ ~ ~ D m n m ~ ~ 3 m ~ r ~ u~ ~ 3 m ~o • O ~ =z mod C Z ~ ~ ~ D m ~ ~ ~ 3rD" ~ ~ D Z = D ~' Z -,~ m v D' ~ ~ ;~ 3 ~, ~ 'H _~ ~ < ~ A Z Z m H ~ ~ ~" G m -~ ~ n D ~~ m ° c ? G7 ~ ^+ r D m ' '~ D cn N 3 ~~ ~ ~ cZ~mD 1 r w ~ ~ Z k o m D ~ -~ mE o 0 rr~~ ,^` H ~ r r ~(' Ul ~~ D ~ 3 '" O v Z ~ ~ •-i rj O J 0 x m _ T ~ r r 69 \ `O ~ ~ ~ ~ I ~ .o ~o ~ 81Q r ' (~ ~. r R N ,. ~ ~ ~ ~ `" 5 .3~, ~~ ~- REV-1500 EX+ (7-94) /Y. v ~/ ~ ~ i F /Yt „ • INHERITANCE TAX It~TURN -• RESIDENT DECE4ENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~(TO BE FILED IN DUPLIC~4TE DEPT. seobol WITH REGISTER OF WILLS) HARRISBURG; PA 17178.0601 DECEDENi'$ NAME (UST, FIRS ,AND MIDDLE IN A ___ __. ~ Bell, S. Catherine w SOCIAL SECURITY NUMBER DATE CF Db1TH DATE OF BIRTH' 191-25-7147 ~ 2%.14%95 ~, 5/14/Qg O 11F AP-l1UllEl SURVIVING iPOUSE'S NAM! 1lAST FIEST AND MIDOfE.INmAI(•; $pCIA[ ~$ECURITY. NUM~I ~ 1. Original Return ay = o o ^ 4• Limited Estate ' ~~m a . ,.. ~~ b. Decsdsnt•Disd Testate ., (Attach copy of Willl y H W W a: o ~z 00 ~..~ a- z 0 S f- ia. a w z 0 f- a f- 0 a FOR DATES OF DEATH AFTER 12/31191 CHECK HER IF A SPOUSAL POVERTY CREDIT IS CLAIMED ^ FILE NUMBER 21 9 5 Gl ]. 5-3 NTY CODE YEAR NuMRs 55 Wilson Street Carlisle,• PA• 17013 :ounty Cumberland • ^ •2. Supplemental Return • ,~^ 4c. Future Inte~ea Compromise- •. • (for dates of death after 12-12.82) ^ . 7. Decedent Maintained a•Living Trust .. (Attach Copy of Trustl . William S. Daniels, Esquire LEPHONE NUMBER f 717 1 243-3331 ~ ./'~ ^ 3. Remainder Return (for dates of death prior to 12-13-82 ^ 5. Federal Estate Tax Return Requirod ~8. Total Number of Safe Deposit.Boxes Ja.~'" West High Street uite 205 • 1. Real fstats (Schedule A) / 79 900 . 2. Stocks and Bonds (Schedule B)' : , (2) '~ 9 , ~j~}6 6~ 3. Closely Hsld StocWPartnership'Intmst (Schedule C)° ' ~ (3) - 4. Mortgages and Notes Receivable (Schedule D) (4 ). _ _ 5. Cash, Bank Deposits 8 Miscellaneous .Personal Property (Schedule E) (S) 3 . Fj 58 ~- b. Jointly Owned Property (Schedule. F) (6) 7. Transfers. (Schedule G) (Schedule L) .. .(7 ) .Spousal Transfers (for datsrof death'after 6.30=94)•. - • • Sae Instrugions for,Applicgblp Pstceritass~aq Reverse. ; (15)~ • Side. (Include values from Schedule K or Schedule M.r x~-= ib. Amount of line 14 taxable at 696 rats (16) I 8. Total. Gross Assets (total Lines .1-7) ~ .. _-,,,,,,,d..~, p 9. Funeral Ex enses, Admini:trativa Costs,;Mlscellaneous . (8) 103.398 72 Expenses (Schedule H) :,_,-_ ( ) (10) ~~" 65.07 10. Debts, Mortgage. Liabilities, Liens Scheduler l ,~ 11. Total Deductions (total Lines 9 .& 10) (11) 2 3 , 5 6 2 .4 0 12. Net Value of Estate (Line 8 minus line 11) . 13. Charitable and Governmental Bequests (Schsdulr J) -• ' (12) 7 9 . 8 3 6 3 2 14. Net Value Sub ect to Tpx (Line 12 minus, Line 13) : • (13) 15 (14) 7~ _ R~ti _ ~~ 9 er cn me ,19, enter dhs difference on line. 21. This .is the TAX DUE. 13 3.34 A. Enter fho interest on the.balance due on. Une 21A. (21) B. Enter the total of line 21 and 21A on line.216. This is the BALANCE. DUE. (21A) !t Make Check Payabb tos Reylster of lAlilb, Agent (21 B) _ ' •:~? ~~.y! ( nciuds values from Schedule K or Schedule M.) x .Ob 17. Amount of line 14 taxable at 15% rate .. (17) 7 9 , 8 3 6 . 3 2 (Inducts values from Schedule K orScheduld M.) x ,15 ~ 11 , 975.45 68. Principal tax due (Add tax from Lines:l5, 16 and.17:) • 11 ,_975.45 19. Credits .Spousal Poverty Credit, Prior Payments Discount (18) -; ; Interest + ~ 1 `_ +592.11 ~ _ (lv) 11 , 842.11 !0: If line 19 is greater than line 18, enter the `difference on Line 20. This is the-OVERPAYMENT. (20) Q , 1. If Line 18 is root th L' • Under penalties of perjury, I declare tho'. it is true, correct and complete. I declare based on all information of which oreoai return, inducting accom I been reported at true iontof prepare~o hehethantthe personalleep esendta rve Is DATE /1 ~ ~~ DATE s" j •~~ Act #48 of 1994 provides for the reduction of th~.tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by'the statute will be: • 3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 • 2% (t02) will be applicable for estate: of decedents dying on or after 1/1/96 and before 1/1/97 • 1 % (.O1) will be applicabl4 for estates ol!.'de~edent::dying on, or After 1 /.1 /97 and before 1 /1 /98 • Spousal transfers occurring on or after l/1/98: will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (/j IN THEAPPROPRIATE BLOCKS. 1. Did decedent make a transfer and: '` a. retain the use o~ income of the property transferred, .......:.......: :........:................:............ b. retain the right to designate- who shall 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 death occurred on `or before December .12; 1982, did .decedent: within two' years. preceding death transfer property without receiving~~adequate .consideration.$ Jf death occurred: after. December 12, 1982, did decedent transfer property within-one yecr~of. death without receiving adequate consideration$ .............:................::.....:...........::...:::::.:.........:::........:::........:...... 3. Did decedent own an 'in trust for' bank'account ct:his or her death$... ::..............:...........:...... IF THE ANSWER TO~ANY.OF~THE ABOVE QUESTIONS IS YES, ' ~' IT AS .PART OF THE RETURN. YOU MUST COMPLETE'~;BCHE ~i-,, .,'. Q~~ Z d , £- Nilf 95. t c I, S. CATHERINE BELL, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last will and testament and revoke all wills which I previously made. I - I give, devise and bequeath my entire estate, real and personal, wherever situated unto my brother, Raymond M. Bell and my sister-in-law Lillian Bell, as tenants by the entireties, absolute y and in fee simple, and if both of them shall predecease me then to th it surviving issue per stirpes. II - I appoint as executor of this my last will and testament, my brother Raymond M. Bell and if for any reason he shall fail to qualify or cease to .act as such, I appoint my sister-in-law Lillian Bell as substituted executrix, and if for any reason she shal fail to qualify or cease to .act as such I appoint Dauphin Deposit Tru t Company as substituted executor of this my last will and testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~ day of November, 1974. ~.J. ~G~-~ihPiw~..~- .E~~.~ SEAL Signed, sealed, published and declared by S. Catherine Bell, testatrix above named, 'as and for her last will and testament, written on one sheet of paper, in our presence, who, in her presence, at her request, and in the presence of each other have hereunto subscribed our names as attesting witnesses: CODICIL I, S. CATHERINE BELL, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be the sole codicil to my Last Will dated November 19, 1974. I. I hereby revoke the appointment of my brother, Raymond M. Bell and my sister-in-law, Lillian Bell, as successive executors in Item II. I hereby appoint~in their stead my niece, MARTHA B. BUTLER, executrix of this my Last Will; and should my niece, Martha B. Butler, fail to qualify or cease to act as executrix, I appoint my grandniece, BELLY B. FRAETIS, executrix of this my last will. Should both of the foregoing named appointees fail to qualify or cease to act as executrices, I hereby confirm my appointment of the DAIIPHIN DEPOSIT BANK of Carlisle, Pennsylvania or its successor in business, as substituted executor in accordance with the remainder of Item II of my Last Will. II. I hereby add an Item III to my Last Will providing as follows: III. I direct that my executrix or her successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. III. In all other respects, I hereby ratify, confirm and republish my Last Will dated November 19, 1974, together with this sole codicil, as and for my Last Will. ~.~. IN WITNESS WHEREOF, I have hereunto set my hand this day of February 1995 . a ,:: ~ S . , CATHERINE BELL. ~ SEAL ) Signed, published and declared on the date thereof by the above named S. CATHERINE BELL as and for the sole codicil to her Last Will dated November 19, 1974, in the presence of us, who, at her requ in her presence, and in the presence of each other, have su cr'bed our names as witnesses hereto. ~~ / ~Q ~G i~ d~.v ~~~ f a ~~ oz- . REV-1502 EX+ 112-85) SCHEDULE A REAL ESTATE `"'^" yr FILE NUMBER S. CATHERINE BELL 2195-0163 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at.which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facN. . ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~• Single family dwelling, 55 Wilson St., Third Ward, $79,900.00 Borough of Carlisle, Cumberland County, Pennsylvania Tax Parcel No. 04-21-0322-058, Deed Book 9 "Z" 186; Contract Sales Price Sold 6/29/95. TOTAL (Also enter on line 1, Recapitulation) $7 `p900 . 00 9`, REV-1503 EX+ (4.86) SCHEDULE B STOCKS AND BONDS S. CATHERINE BELL 2195-0163 (All property iointly-owned with Ritiht of Survivonhio must b. di,elns.d e~ S~6.d..~. G ~ R~,S~ Ex. ~-en _ SCHEDULE E CASH, BANK D EPOSITS AND ws~ ,~ COMMONWEALTH Of PENNSYLVANIA MISCEL~MNEOUS tNHeetwace rAx eeruRtt PERSONAL PROPERTY eestee~r ueceneNr Pleose Print or T e ESTATE OF FILE NUMBER S. CATHERINE BELL 2195-0163 (All property jointly-owned with the Rteht of Survivorship mud be dhxiwed on Schedule ~ ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Cash on hand g2.81' Dauphin Deposit Bank . 2. Acct. No. 14807416 1,339.96 3. Acct. No. 4906708323 796.18 4. Capital Blue Cross, PA Blue Shield, refund. 63.60 5. Misc. Personal Property, Sale at auction 3,099.75 6. Misc. Personal. Property, in-kind (.by Professional Appraisal) 7,645.50 7. County Property Tax Proration 142.28- 8. Coins (by Professional Appraisal, 323.00 ` 9. UGI, utility refund 7.gg 10. United Telephone, refund 14.11 11. Acordia Insurance Co., Hazard Insurance refund ~ 127.00 a J ,. TOTAL Also enter on line 5, Reca itulation) $ 13,, 52 .08 ~~ (Attach additional 81~" x 11" sheets if mon span is meded.) i REV•1511 E%+ (7.88) r10NWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ITEM NUMBER A. S . CATHERINE BELL Please Print or 2195-0163 DESCRIPTION Funeral. Expenses: Hoffman-Roth Funeral Home, Inc . Vira United MetYr~dist Church, Services Headstone B• ~ Administrative Costs: 1. Personal Representative Commissions Martha B . Butl e_r _ Social Security Number of Personal Representative: 263 06 4333 Year Commissions paid 1995 2. Attorney Fees Humer & Daniels AMOUNT 4, 320. 00~°`"~ 50.00"~~ 175. 00`~~~ 5, 136.00 -~° 5, 886.00.- 3. Family Exemption N/A Claimant Relationship Address of Claimant at decedent's death Street Address City State Zip Code 4. Probate Fees Register of Wills 218.50` C• Miscellaneous Expenses: ~• Register of Wills, short certificates (3) 9.00 2• Cumberland Law Journal, Ads. Ltrs. Testamentary 40.00 3• The Sentinel, Ads. Ltrs. Testamentary 72.20- 4• Geo. L. Ebener & Assocs., Appraisal 150.00'` 5• Spahrs Antiques, Auctioneers' Commission & Advertisi g 687.13' 6• Spahrs Antiques, Appraisal ~ 175.00' ~• Jack Gaughan, Real Estate .Commission 3,995.00 I/ 8. Recorder of Deeds, Transfer Tax 799.00 ~ a c a raisa 10.00`` -TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of same size.) Continued on page 2 Continuation of Schedule H, S. Catherine Bell, File Number 2195-0163 Description Amount 10. Postmaster, postage 24.50'" 11. Register of Wills (Final filing fees inheritance tax return & inventory) 25.00 ` 12. Reserve 225.00'` Total $ 21 ,- 97.33 f ,, REV.1512 EX~ (10.86) COMMONWEALTH OP PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTA • SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABLITIES AND LIENS S. CATHERINE BELL FILE NUMBER 2195-0163 ITEM NUMBER DESCRIPTION AMOUNT ~• Darlene S. Moyer, Tax Collector, Per Capita tax g.gp.y- 2. Darlene S. Moyer, Property tax 277.48r 3. Carlisle Imaging Assocs., medical services 15.56"' 4. Allan J. Mira P.C. medical services 84.44°' 5. Belvedere Med. Corp., medical services 6.79,. 6. PP&L, electrical service 60.66'` 7. Lynda C. Detter, cleaning services 175.00` 8. United of PA, telephone service 117.71 9. Carlisle Borough, water and sewer 83.44 ~ 10. UGI, gas service 352.71r 11. Gilberts Pest Control, treatment 289.38 12. Federal Income Tax due on bonds 92.00'' TOTAL (Also enter on line 10, Recapitulation) I $ 1 , 5~5 . 07 (If more space 7s needed insert additional sheets of some size) - ~ ~Sa COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S. CATHERINE BELL ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: t, Raymond FI;." Bell and Lillian Bell 1506 First Ave. N. Coralville, IA 52241 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1. FILE NUMBER 2195-0163 RELATIQNSHIP AMOUNT OR SHARE OF ESTATE Brother & 100% S ister-in-la f ,,~~""~~ / / ~ t~ TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) (If mon space is needed, insert additional sheets of same size) SCHEDULE J BENEFICIARIES SHA E OF ESTATE S REV-1547 EX AFP (12-95) CGMMONWEALTH OF PENNSYLVANIA DEPARTMENT GF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPT. 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG, PA 17128-0601 ACN 101 DATE 09-10-96 c~~n~a Vr DCLL S C FILE N0. 21 9 -0 6 DATE OF DEATH 02-14-95 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER .PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS,' AGENT" REMIT PAYMENT T0: ' WILLIAM S DANIELS ESQ STE 205 1 W HIGH ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Amount Reaitted CUT ALONG THIS 4INE - RETAIN LOWER_ POR__TI_ON_ FOR _Y_O_U_R 'RECORDS _ ~__ --------------------------------------------------- ..~~. u+ --_-_ rrc(tV-iS4i E~i AFe% (ic-g5) iaOTI~;E u^F ii~in~niTiyi`vc Tin ArFwRI~..,~€~~~~ 1,';LLO-:.".C,€ (r',^~------------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BELL S C FILE N0. 21 95-0163 ACN 101 DATE 09-10-96 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED , RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 79.900.00 2. stocks and Bonds (schedule B) (2) -_ ~ 9 .846.64 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) __._ 13.65 2.08 6. Jointly Owned Property (Schedule F)• ~ (6) .00 7. Transfisrs (Schedule G) (7) .0 0 8.• Totai Assets (g1 103,398.72 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adw. Costs/Misc. Expenses (Schedule H) (g) 21,997.33 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 1 56 5 0 7 11. Total Deductions ' (11) T_~.56 .40 12. Net Value ofi Tax Return 79 836 32 13. Charitable/Governmental Bequests (Schedule J) (121 , . 00 14. Nst Value ofi Estate Subject to Tax (13) . 79 836 32 NOTE: if an assessment was issued previously, ].Ines reflect figures that includ th 14, (141 Y5 andior Y6, 17 , . anq•is w111 e e total of ALL ASSESSMENT OF TAX: returns assessed to date. 15. Amount ofi Line 14 at Spousal rate ~ i15) ' • 00 X . 00_ ~ . 0 0 16 . 'Amount of Line 14 taxable at Lineal/.Class A rate (16) . 00 X . 06= . . 00 17. Amount ofi Line 14 taxable at Collateral/Class B rata (17) 79,836.32 X .15. 11,975.45 18. Principal Tax Due TAX (lg) 11,975.45 CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-) AMOUNT PAID 05-12-95 AA047758 06-03-96 AA112892 592.11 11,250.00 6.65- ~ 139.95 INTEREST IS CHARGED FROM 06-04-96 TO 09-18-96 TOTAL TAX CREDIT 11,975.41 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE .04 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .00 TOTAL DUE ..04, * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST.. IF TOTAL DUE IS REFLECTED AS A ''CREDIT'' (CR), YO(1 MAY. BE DUE • A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \ - - - _ - _ - '~ `~ COMMONWEALTH OF PENNSYLVANIA N©. ~ ~ s ~ ~ h DEPARTMENT CF REVENUE RFw}re2 ex p.val OFFICIAL RECEIPT • PENNSYLYANfA IN~eRfTANCE ANQ ESTATE TAX ACN RECEIVED FROM: ASSESSMENT CONTROL AMOUNT N4lM&€R DANA=LS WILLIAM 5 1 W HIGH STREET • CARLISLE, PA 17013 - f0lD NFRE ESTATE INFORMATION: © FILE NUMBER 21-1995-01b3 S5N 191-2b-714 © NAME OF DKEDENT (LAST) (FIRST) (MI) BELL S CATHERINE DATE OF PAYMENT © POSTMARK DATE CUMBERLANL3 REMARKS TJI~NIEI,S WTL~IP~1 ,5. ...:: SEAL CHECk:# 1530 TAXPAYER 1 fOli ~• TOTAL AMOUNT PAID ~ 139.95 V~ RECEIVED BY ~., I L.zQ~ SIGNATU ~/" ' ~~ ~ MARY C. LEWIS l`G'tti,/Cr REGISTER DF WILLS pennsyLvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-14) INHERITANCE TAX DIVISION PO BOX 280601 STATEMENT OF ACCOUNT HARRISBURG PA 1712a,L%�CORDED OFFICE OF REGISTER OF WILLS DATE 02-09-2015 ESTATE OF BELL S C MIS FEB 17 IPM 1 19 DATE OF DEATH 02-14-1995 FILE NUMBER 21 95-0163 CLER'-,' 0 F COUNTY CUMBERLAND DANIELS EMPHA")-Li, !lj'%)-Sl ACN 101 STE 205(; - - P�� Amount Remitted 1 W HIG CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --1 RETAIN LOWER PORTION FOR YOUR RECORDS 4— -- ------------ ------ --f -ifiTiB� ACCOUNT-ex-iW-c!i:i74) 1ANHAW TAX E;bif ESTATE OF:BELL S C FILE NO. : 21 95-0163 ACN: 101 DATE: 02-09-2015 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-03-1996 PRINCIPAL TAX DUE: 11,975.45_ PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 05-12-1995 AA047758 592.11 11,250.00 06-03-1996 AA112892 6.65- 139.95 02-06-2015 SBADJUST .00 .08 TOTAL TAX PAYMENT 11,975.45 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.