HomeMy WebLinkAbout04-1069 PETITION FOR PROBATE and GRANT OF LETTERS
Esmt~of William k. Coyle No. 2~I- (}iq. i('~.'Ct
also known as To:
Register of 'Chilis for the
Deceased. County of tzumDer±and in the
Social Security No. ! 22:- ] 6 - 7190 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executTM named
in the last will of the above decedent, dated August 7 ,~I11 2003
and codicil(s) dated October 28t 2004
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
D. ecendent was domiciled at death in Cumberland County, Pennsylvania, with
h J-s last family or principal residence at 1402 Bradley Drive,
Carlisle, PA 17013
(list street, number and muncipality)
Decendent, then 89 years of age, died November 13 ., i~}X 2004,
at Carlisle Regional Medical Center
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.) Ail personal property $ 20,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Ppmns,zlvania $ 1 I 7 r 000.00
situated as follows: unrt '1T3, 1402 Bradley Dr., Carli-sle, PA 170131
Unit 113, 1406 Bradley Dr., Carlisle, Pa. 17013
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
,resented herewith and the grant of letters Testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
3eron.
--Constance M. Minich
231N. M±ddleton Road
Carlisle, PA 17013
OATH OF PERSONAL REPRESENTATIVE
~'OMMONWEALTH OF PENNSYLVANIA
;OUNTY OF CUMBERLAND; ss
The petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
i~ue and correct to the best of the knowledge and behef of petitioner(s) and that as personal represen-
ll~.tive(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
$~Worn to or affirIn~d and subscribed '"~-'c2C~-'~-~-k¢
l~efor~,I me this 2_/-I'&.)__ __ day of Constance M. Mini ch
ovembe~ '-, t1I¢: 2004
, ' Re ter :
Estate of William k. Coyle , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~"'~/~} i/U~-q qq ~ '~'~ ~'~ ~){ 2004, in consideration of the petition on
he reverse side hereof, satisfactory proof having been presented before me,
T IS DECREED that the instrument(s) dated Aucjusk 7, 2003 and OctoDer 28, 2 004
lescribed therein be admitted to probate and filed of record as the last will of
William k. Coyle ;
and Letters Testament-ary
are hereby granted to Constance M. Minich
~robate, Letters, Etc .......... $
tort Certificates( ) $ ~}' A~OR~Y (Sup. Ct. I.D. No.)
cnunclati~ ~:. ~. .......
~{(Ik. W~$.lc'00 Boiling Springs, PA 17007
........... . ~ 717-258-684 4
'i~ea .............
Also known as
. Deceased
. the~ presented herewith, (each) being duly qualified
(each) a subscribinz witness to
ascording to law. depose(s) and say(s) ff~ ~ ~- present and saw
~/~/& '~ ~' ~¢ ~/P , the testat d~', si~ the same and
that ~'~ si~ed as a wimess at the request of the testat o ~ in h / C presence
and (in the presence of each other) (m the presence of the other subscribing wimess(es).
Sworn to or affirmed and subscribed
Before me this Z~-/-~ 5 day of
(Name)
For the Register ~ (Address)
OATH OF NON-SUBSCRiBiNG WITNESS
:stateof_ /t' Xo. L1-05-100
Also lmown as
, Deceased
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
. - ' , ~'~o ' .,o, '~estat a p of
.~"//e' /f fam~ll~w~ththes~a~eof (~(d//~.r h~ /~/ ~ --
~ r ~ ~..~;k;~ ~ th~codicil/~resented herewith ~d that s~ ~ believes
the silage on th~ ~ the hand.ting of &, ,' lit ,~ ~'r & ' ~> ~ / ~
to the best of ~ ~r tmowledge and belief.
Sworn to or affirmed and subscribed
Before me this_ 2 2JqD day of
NOV ~ 5 200~,
CERTIFICATE OF DEATH
~.K K. Coyle M ,. 11/13/2004
31 Carlisle Bore. Sntr. " .......... ,,. White
~yle ,,. ~atrice - Baker
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
l, WILLIAM K. COYLE, a resident of 1402 Bradley Drive A113, Carlisle,
Cumberland County, Pennsylvania being of sound mind, memory and understanding, do
hereby make, publish and declare this to be my Last WilI and Testament, hereby revoking
all Wills and Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my last illness and
funeral expenses be paid as soon after my decease as the same can conveniently be done.
ITEM 2: l direct that there shall be paid out of my residuary estate all estate,
inheritance and like taxes together with any interest or penalty thereon imposed by the
government of the United States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all property required to be
included in my gross estate for estate, inheritance or like tax purposes by any of such
governments, whether the property passes under this WiI1 or otherwise, excluding,
however, any property over which I have a taxable power of appointment, provided,
however, that no residuary beneficiary shaI1 by reason of this provision be denied the
benefit of any deduction, credit, favorable rate of tax or other benefit which by law
enures to such beneficiary.
ITEM 3: I bequeath unto my sister, JEANNE E. GIDDENS, if she shall survive
me, the sum of Five Thousand Dollars ($5,000.00).
WILLIAM K. COYLE
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
ITEM 4: I give, devise and bequeath all of the rest, residue and remainder of
my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever
situate at the time of my death, unto my niece, CONSTANCE M. MINICH, provided,
however, that she survives me and is Iiving sixty (60) days after the date of my death.
ITEM 5: If and in the event that my niece, CONSTANCE M. MINICH, does
not survive me and is not living sixty (60) days after the date of my death, then and in
such event, I give, devise and bequeath all of the rest, residue and remainder of my estate,
real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the
time of my death, unto my sister, JEANNE E. G1DDENS, provided however, that she
survives me and is living sixty (60) days after the date of my death.
ITEM 6: I hereby nominate, constitute and appoint my niece, CONSTANCE M.
MINICH, Executrix of this my Last Will and Testament, with full power to do any and
ali things necessary for the complete administration of my estate, and direct that no bond
or other surety is required of her in this or any other jurisdiction for her performance of
this office.
If and in the event that my niece, CONSTANCE M. MINICH, does not survive
me and is not living sixty (60) days after the date of my death, or does not complete her
WILLIAM K. COYLE , ,
2
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
duties as Executrix, then and in such event, I hereby nominate, constitute and appoint my
sister, JEANNE E. GIDDENS, Executrix of this my Last Will and Testament, with full
power to do any and all things necessary for the complete administration of my estate,
and direct that no bond or other surety is required of her in this or any other jurisdiction
for her performancc of this office.
ITEM 7: If any provision of this Will or of any Codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof
sha]I continue to be fully operative and effective, so far as is possible and reasonable.
IN WITNESS WHEREOF, I, WILLIAM K. COYLE, the Testator, have to this
my Last Will and Testament, typewritten on four (4) consecutively numbered pages,
subscribed my name and affixed my seal this :' day of August, 2003.
WILLIAM K. COYLE ~ ii~ ' (SEAL)
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
Signed, sealed, published and declared by the above named WILLIAM K. COYLE, as
and for his Last Will and Testament, in the presence of us, who have hereunto subscribed
our names at his request, as witnesses hereto, in the presence of the said Testator, and of
each other.
4
CODICIL TO
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
WILLIAM K. COYLE, of 1402 Bradley Drive, A113, Carlisle, Cumberland County,
nnsylvania, do make, publish and declare this to be the first Codicil to the Last Will and
,stament executed by me on August 7, 2003, in the presence of Anthony L. DeLuca, Esquire
Marjorie A. DeLuca.
FIRST: i revoke and annul ITEM 3 of my Last Will and Testament executed by me on
A :gust 7, 2003 and, make no substitution for iTEM 3 of my Last Will and Testament executed
b2 me on August 7, 2003.
In all other respects I ratify and confirm all of the provisions of my said Will dated August
7, .~003.
1N WITNESS WHEREOF, I, WmLIAM K. COYLE, subscribe my name, this
da 'of October, 2004.
WILLIA1Oi K. COYLE
CODICIL TO
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
The foregoing instrument, consisting of this and onc preccding typewritten page was signed,
p~ blished and declared by WILLIAM K. COYLE, the Testator, to be the first Codicil to his Last
g 11 and Testament in our presence, and we at his request amd in his presence and in the presence of
el :h other have hereunto subscribed our nmnes as Wimesses this.~,,¢~/t day of October, 2004.
"EV-l500 EX (6.001
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-()601
t-L.l\,~b
REV-1500
OFFICIAL USE ONLY
w
...
~::g;cn
"",,,,
w""
",00
,,"'....
....
..
'"
FILE NUMBER
c2L-ott
COUNTY CODE YEAR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
J~<OCL_
NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ Coyle, William k.
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
W November 13, 2004 April 13, 1915
U
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
o
SOCIAL SECURITY NUMBER
722 16
7190
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCiAl SECURITY NUMBER
ug 1, Original Return
o 4. Limited Estate
[]9 6. Decedent Died Testate (AltacM copyo/Will)
D 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dale of death after 12-12-82)
o 7. Decedent Maintained a LIving Trust (M\ach COp)' oj Trust)
o 10. Spousal Poverty Credit (dateo/death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of de aIM prior to 12-13-82)
o 5. Federal Estate Tax Return Required
L 8. Tolal Number of Safe DeposilBoxes
o 11. Election to tax under Sec. 9113(A) (AtlachSch0)
,..
z
w
o
z
o
..
'"
w
'"
'"
o
"
COMPLETE MAILING ADDRESS
P.O. Box 358
113 Front street
Boiling Springs, PA
NAME
Anthony L. DeLuca
FIRM NAME ,II Applicable)
, Anthon L. DeLuca
TELEPHONE NUMBER
Es uire
17007
717-258-6844
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
$123,000.00
-0-
-0-
-0-
19 , 419 .11
-0-
OFFICIAL USE ONLY l
z
o
j
::)
I-
0:
<(
u
W
Q:
3, Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. lnler.vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage LIabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11) 13,181.25
(12) 129,237.86
(13) -0-
(14) 129,237.86
"T'
(6)
(7)
-0-
[v
(8)
$142,419.11
(9)
(10)
11,412.29
1,768.96
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
z
o
!ci:
I-'
::)
D..
:E
o
u
X
~
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x.O_ (16)
x .12 (17)
x .15 (18) 19,385.67
(19) 19,385.67
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 rate
$129,237.86
19. Tax Due
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
if
Decedent's Complete Address:
STREET ADDRESS 1402 Bradley Drive - 1\.113
CITY
Carlisle,
I STATE PI\.
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(I)
-0-
-0-
969.28
Total Credits (A + B + C ) (2)
969.28
3. InteresUPenally if applicable
D.lnterest -0-
E. Penally - 0-
TotallnteresUPenalty ( D + E ) (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
I ZIP
$19,385.67
-0-
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
18,416.39
-0-
18,416.39
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;........ .....w".......
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 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 security at his or her death? .........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a benefiCiary designatIon? .. ................ ...........................................
Ves
...........0
.............................0
.......................0
o
o
....0
.......0 lU
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
No
19
19
lU
B
KJ
19
Ur'lder penalties of perjury, I declare that I have examined this return, including accompanying scl1eduies and statements, ar1d to tile best 01 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.
TVRE OF PERSON RESPONSIBLE FOR FILING RETURN
- .>
It (')\""i'
o
ADtiR~S .,p::J
~;v.() ,'t"a,k' :J.ff>, (I:? ~ --#~J ?s"~-~: :;L/(;T~/~1?
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 PS. &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. S9116 (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 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 natural parent, an adoptive paren
or a stepparent olthe child is 0% [72 P.S. &9116(a)(1.2)].
The tax rate imposed on the nef value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. s9116(1.2) [72 P.S. s9116(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. S9116(a)(1.3)J. 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 edoplion.
REV-150, EX. [12-851 *'
COMMONWEALTH OF PENNS'I'LVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
FilE NUMBER
iS1A1E OF
William k. Coyle
(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 a1 which property would be exchcnged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevClnt facts.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
L
Residence at 1402 Bradley Drive, A-113, Carlisle,
PA See attached appraisal
Condominium Unit at 1406 Bradley Drive, k-113,
Carlisle, PA See attached appraisal.
$62,000.00
2.
61,000.00
-
TOT At (Also enter on line 1, Recapitulation)
III............. ...........rc> ;"" n.u.rt..rI. in<;F\rl odditionol sheets of some size.J
s
123,000.00
REV.1S03 E)'~+ 14.86)
.
SCHEDULE B
STOCKS AND BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
William k. Coyle
(All property lolntly-owned with Right 01 Survivorship must be disclosed on Schedulo F.)
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
None
-0-
!.
- "
TOTAL (Also enter on line 21 Recapitulation)
s
-0-
r .I',~_ _ _I .L._~..... _I p__.. ...:.... I
ll.EV.\507EX-+\7-1111\
'*'
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Please Print ar Type
I FILE NUMBER
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
William k. Coyle
(An prop.rty jointly-owned with the Right of Survivorship must b. disclosed on Schedule F.)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
None
-0-
TOTAL (Also enter an line 4, Recapitulation) S - 0-
(If more space is needed, insert additional sheets of same size.)
Rev.]~'tl8 EX+ (2.87)
'*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
COMMONWEALTH Of PENNSYlVANIA
INHERITANCE TAX RfTURN
RESIDENT DECEDENT
ESTATE OF
William k. Coyle
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Miscellaneous Personal Property at residence.
See attached appraisal.
$836.00
2.
2003 Chevrolet Impala motor vehicle. See attached
appraisal.
11,000.00
3.
Checking account, #143000167, at Orrstown
Bank, Carlisle, PA
7,583.11
TOTAL (Also enter an line 5, Recapitulation) S 19,419.11
(Atloch odditional BV2" x 11" sheets if more space is needed.)
"'''''':'.P''''' -
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
E5TATE OF
William k. Coyle
I FilE NUMBER
Joint tenant(.s):
NAME
ADDRE55
RELATIONSHIP TO DECEDENT
A. None
6.
c.
Jc:lintly.owned property:
lETTER
FOR
JOINT
TEN ANT
DATE
MADE
JOINT
DE5C<IPTJON OF PROPERTY
TOTAL VALUE
OF ASSET
DECO'S
% INT.
DOLLAR VALUE OF
DECEDENT'S INTERE5T
ITEM I
NUM6ERJ
I
1.
I-
- .
TOTAL (Also enter on line 6, Reccpitulction)
s -0-
(If morespar;e is needed insert addifional sheets of same size)
kEV.f:)1\ EX+ \7-88\
ESTATE OF
ITEM
NUMBER
'*'
COMMONWEALTH OF PENNSYLVANIA
INHERlTANCE TAX.RET\,J~t{
RESID~NlI,'ECIDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.as. Print or Typ.
FILE NUMBER
William k. Coyle
DESCRIPTION
A. Fun.ral Exp.n....
B.
2.
3.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Ewing Brothers Funeral Home
630 South Hanover Street
Carlisle, PA 17013
1.
Administrative Costs:
Personal Representative Commissions
Social S.curity Numb.r of P.rsonal R.pr.s.ntativ.:
Year Commissions paid
Allorn.y fees Anthony L. DeLuca, Esquire
Family Exemption
Claimant
Address of Claimant at dec.dent's death
Street Address
Relationship
City
State
Zip Code
Probate Fees
Miscellaneous Expenses:
Legal advertising - The Sentinel
Legal advertising - Cumberland Law Journal
Inheritance Tax and Inventory Filing
Roy D. Gottshall, Auctioneer-Personal Property
Diversified Appraisals - Real Estate
TOTAL (Also ent.r on line 9, Recapitulation)
(If more spac. is n..d.d, ins." additional sh..ts of sam. siz..)
AMOUNT
$5,832.50
4,500.00
285.50
144.29
75.00
30.00
45.00
500.00
S 11,412.29
.-v.1512 EX+ (9411
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT. DECEDENT
ESTATE OF
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
FILE NUMBER
William k. Coyle
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
2.
3.
4.
5.
6.
7.
8.
PP&L - Electric
Muscular Dystrophy Association - pledge
Sprint - Telephone
T-Mobile - Cell phone
GM Cardmember Services - Credit Card
North Middleton Authority - Water
Pheasant Run Condo Assoc. - Repairs
Carlisle Regional Medical Center - Medical
$106.24
5.00
8.16
24.23
357.95
159.80
32.67
1,074.91
TOTAL (Also enter on line 10, Recapitulation)
$
1,768.96
{If more spa~ Is n.-d.t (mart .ddltlon.llIh..u of ..me size)
REV_lSl!! EX+ (2-87)
'*
COMMONWEALTH OF P~NNSYLVANIA
INHWTANCI TAX aETURN
alSIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. Constance M. Minich Niece 100%
231 North Middleton Road
Carlisle, PA 17013
William k. coyle
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
1.
B. Charitable and-Governmental Bequests:
None
-0-
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on I;ne 13, RecopHulotion)
$
-0-
(If more Ipace II needed, insert additionalsh..ts of sam. size)
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
I, WILLIAM K. COYLE, a resident of1402 Bradley Drive - A113, Carlisle,
Cumberland County, Pennsylvania being of sound mind, memory and understanding, do
hereby make, publish and declare this to be my Last Will and Testament, hereby revoking
aH Wills and Codicils heretofore made by me.
ITEM I: I direct that aU my just debts, the expenses of my last illness and
funeral expenses be paid as soon after my decease as the same can conveniently be done.
ITEM 2: I direct that there shaU be paid out of my residuary estate aU estate,
inheritance and like taxes together with any interest or penalty thereon imposed by the
government of the United States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all property required to be
included in my gross estate for estate, inheritance or like tax purposes by any of such
governments, whether the property passes under this Will or otherwise, excluding,
however, any property over which I have a taxable power of appointment, provided,
however, that no residuary beneficiary shaH by reason ofthis provision be denied the
benefit of any deduction, credit, favorable rate of tax or other benefit which by law
enures to such beneficiary.
ITEM 3: I bequeath unto my sister, JEANNE E. GIDDENS, if she shall survive
me, the sum of Five Thousand Dollars ($5,000.00).
~2L~~.Ac~E 'k~: O~
1
LAST WILL AND TEST AMENT
OF
WILLIAM K. COYLE
ITEM 4: I give, devise and bequeath all of the rest, residue and remainder of
my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever
situate at the time of my death, unto my niece, CONSTANCE M. MINICH, provided,
however, that she survives me and is living sixty (60) days after the date of my death.
ITEM 5: If and in the event that my niece, CONSTANCE M. MINICH, does
not survive me and is not living sixty (60) days after the date of my death, then and in
such event, I give, devise and bequeath all of the rest, residue and remainder of my estate,
real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the
time of my death, unto my sister, JEANNE E. GIDDENS, provided however, that she
survives me and is living sixty (60) days after the date of my death.
ITEM 6: I hereby nominate, constitute and appoint my niece, CONSTANCE M.
MINICH, Executrix of this my Last Will and Testament, with full power to do any and
all things necessary for the complete administration of my estate, and direct that no bond
or other surety is required of her in this or any other jurisdiction for her performance of
this office.
If and in the event that my niece, CONSTANCE M. MINICH, does not survive
me and is not living sixty (60) days after the date of my death, or does not complete her
~~t~ ~.'CO~E ~1s~'-'
2
LAST WILL AND TEST AMENT
OF
WILLIAM K. COYLE
duties as Executrix, then and in such event, I hereby nominate, constitute and appoint my
sister, JEANNE E. GIDDENS, Executrix of this my Last Will and Testament, with full
power to do any and all things necessary for the complete administration of my estate,
and direct that no bond or other surety is required of her in this or any other jurisdiction
for her performance of this office.
ITEM 7: If any provision of this Will or of any Codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof
shall continue to be fully operative and effective, so far as is possible and reasonable.
IN WITNESS WHEREOF, I, WILLIAM K. COYLE, the Testator, have to this
my Last Will and Testament, typewritten on four (4) consecutively numbered pages,
-, r--..,
subscribed my name and affixed my seal this I ~', day of August, 2003.
I. .. (1)
l.0.<.Jt'--~A","~ '{,-'i.N.,t'- (SEAL)
WILLIAM K. COYLE
3
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
Signed, sealed, published and declared by the above named WILLIAM K. COYLE, as
and for his Last Will and Testament, in the presence of us, who have hereunto subscribed
our names at his request, as witnesses hereto, in the presence of the said Testator, and of
each other.
d~.x42I~~eSiding at
(/1 " U' r,
~/ nZ{fcUA.- "0 ,lL ~<<residing at
! ( S r-o/?::!/L17- 5'~1" Y'v:..
"Jrdr/(A..JIS r/'r,ucrs;./cr' 1"70 or
//G 02.?'7.;t ,;x/ur:-e.t-
&d<-2J +--to(J; f/cu
. /" ( .
/1ocj7
4
CODICIL TO
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
I, WILLIAM K. COYLE, of 1402 Bradley Drive, AI13, Carlisle, Cumberland County,
Pennsylvania, do make, publish and declare this to be the first Codicil to the Last Will and
Testament executed by me on August 7, 2003, in the presence of Anthony L. DeLuca, Esquire
and Marjorie A. DeLuca.
FIRST: I revoke and annul ITEM 3 of my Last Will and Testament executed by me on
August 7, 2003 and, make no substitution for ITEM 3 of my Last Will and Testament executed
by me on August 7, 2003.
In all other respects I ratifY and confirm all of the provisions of my said Will dated August
7,2003.
IN WITNESS WHEREOF, I, WILLIAM K. COYLE, subscribe my name, this '{'j. .<J',:,- 0 Zf:
day of October, 2004.
\ > '\)2..- 'j.''':. 1'<.. \:j.....~_
WILLIAM K. COYLE
CODICIL TO
LAST WILL AND TESTAMENT
OF
WILLIAM K. COYLE
The foregoing instrument, consisting of this and one preceding typewritten page was signed,
published and declared by WILLIAM K. COYLE, the Testator, to be the first Codicil to his Last
Will and Testament in our presence, and we at his request and in his presence and in the presence of
each other have hereunto subscribed our names .as Witnesses this~ S't4 day of October, 2004.
~ ~4~.,.m<ili"8'
IJ~ ~a"uy. ~-e-e~
SO(('AJ~ '71'/AA::;::0'; J2; '/7<!Jo,/
/'
chtr;JlJ (1- J&odu~
//0. ~~~ry'f ~
residingat 6ci(h25)i;'A~U/ ~- /7(;77
II
II
II
II
,
I
,
,
I
i
I
I
~
APPRAISAL REPORT
1402 BRADLEY DRIVE, A-1l3
CARLISLE, PENNSYLVANIA
PREPARED FOR
THE ESTATE OF WILLIAM K. COYLE
BY
LARRY E. FOOTE
DIVERSIFIED APPRAISAL SERVICES
35 EAST HIGH STREET, SUITE 101
CARLISLE, PENNSYLVANIA
17013-3052
(711) 249-2758
f?I!!r'-
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION:
Unit A- Il3, 1402 Bradley Drive
Carlisle, Pennsylvania
TAX PARCEL NUMBER:
29-17-1583-015B-UlI13-A
IMPROVEMENTS:
Residential condominium unit.
PROPERTY RIGHTS:
Fee simple interest.
OWNERSlliP HISTORY:
The subject property is owned by William K. Coyle. The
property was purchased on November 13, 1998 for a
reported consideration of $51,900 and ownership
transferred on Deed Book 189, Page 244.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subject.
OBJECTIVE:
To estimate the market value of the subject property as
unencumbered.
EFFECTIVE DATE:
December 9, 2004.
lliGHEST AND BEST USE:
Continued use as a single-family residence.
COST APPROACH:
N.A.
SALES APPROACH:
$62,000
INCOME APPROACH:
N.A.
FINAL VALUE CONCLUSION: $62,000
2
The property was appraised as a whole, subject to the contingent and limiting conditions
outlined herein.
~~
Certified General Appraiser
GA-000014-L
~.,
APPRAISAL CERTIFICATION
I hereby certifY that upon application for valuation by:
THE ESTATE OF WILLIAM K. COYLE
the undersigned personally inspected the following described property:
All that certain unit designated as No. C-I, being a unit in Pheasant Run Estates, a
condominium, located in North Middleton Township, Cumberland County, Pennsylvania,
which unit is located on the first floor, Building I as designated in the Declaration of
Condominium recorded September 24, 1980, in the Office of the Recorder of Deeds for
Cumberland County in Misc. Book 258, Page 6 and in the Declaration of Plans as recorded in
the aforesaid Recorder's Office in Plan Book 38, Page 112.
Being known and numbered as Unit A-I 13, 1402 Bradley Drive, Carlisle, Pennsylvania.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and that neither the employment to make this appraisal nor the compensation is
contingent upon the value reported, and that in my opinion the Market Value as of December 9,
2004 is:
SIXTY-TWO THOUSAND DOLLARS
$62,000
3
APPRAISAL REPORT
1406 BRADLEY DRIVE, K-113
CARLISLE, PENNSYLVANIA
PREPARED FOR
THE ESTATE OF WILLIAM K. COYLE
BY
LARRY E. FOOTE
DIVERSIFIED APPRAISAL SERVICES
35 EAST HIGH STREET, SUITE 101
CARLISLE, PENNSYLVANIA
17013-3052
(717) 249-2758
I.
I
I
I
I
I
I
I
I
I
I
I
I
;
E;
I
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
LOCATION:
Unit K-I 13,1406 Bradley Drive
Carlisle, Pennsylvania
TAX PARCEL NUMBER:
29-1 7-1583-015B-U21 13-K
IMPROVEMENTS:
Residential condominium unit.
PROPERTY RIGHTS:
Fee simple interest.
OWNERSHIP HISTORY:
The subject property is owned by William K. Coyle. The
property was purchased on October 2, 1998 for a reported
consideration of $47,000 and ownership transferred on
Deed Book 186, Page 833.
SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the
subject's area, an inspection of the subject property, an
estimation of the property's highest and best use,
consideration of all three approaches to value, and the
application of those relevant to the valuation of the
subj ect.
OBJECTIVE:
To estimate the market value of the subject property as
unencumbered.
EFFECTIVE DATE:
December 9, 2004.
HIGHEST AND BEST USE:
Continued use as a single-family residence.
COST APPROACH:
N.A.
SALES APPROACH:
$61,000
N.A.
INCOME APPROACH:
FINAL VALUE CONCLUSION: $61,000
2
I
I
I
I
I
I
!
I
i
~
,
i
J
,
I
APPRAISAL CERTIFICATION
I hereby certifY that upon application for valuation by:
THE ESTATE OF WILLIAM K. COYLE
the undersigned personally inspected the following described property:
All that certain condominium unit in the property known, named and identified in the
Declaration of Condominium referred to below as Pheasant Run Condominiums, located in
North Middleton Township, Cumberland County, Pennsylvania and which Declaration of
Condominium for Pheasant Run Condominiums dated September 17, 1980 was recorded
September 24, 1980 in the Recorder's Office in Misc. Book 258, Page 6 and subsequently
amended, and being designated as Unit K-I13, 1406 Bradley Drive, Carlisle, Pennsylvania.
To the best of my knowledge and belief the statements contained in this report are true
and correct, and that neither the employment to make this appraisal nor the compensation is
contingent upon the value reported, and that in my opinion the Market Value as of December 9,
2004 is:
SIXTY -ONE THOUSAND DOLLARS
$61,000
The property was appraised as a whole, subject to the contingent and limiting conditions
outlined herein.
fi~~-
Larry E. Foote
Certified General Appraiser
GA-000014-L
3
LP-t:ff8fl--",-r/ 11, C'<1'^jf'&z. ~'
c;::-'-dy!: 11- 113 (!d / 'l.-
';;;;0';2 jJ~~d!j;?,;'':j/ !{// ".
, {! 4~:::;' 6 I /A ~ / ;;;)1:3 .' _ ~ /'7'--/
~~,c:l!/.~~';UUP;'1dPJ/UL2k4;;7'4' a;U.~A. !fA;2&df'/',,'
, 7'" //:,/ /' /- / /' /
~~L //4~4;~: ~~,' " '
7 //b' ' ~j ..'
.' ./v-frt!~4C -d-~,."..,47 ~d/1.a",,<Y<'U
~.~~~11 ",€/u.:."7/
5/d , ~;L'<7i:rCti:dt:.~~ c5C.T
;z~. ~~A9 /, . ~.'.
~~ {!~~/~i.,,2J!-~2-d./ 'V-.~..b?~/~~;t
?~yu:z1;i;;....2~,~~4d~~'/~~'
.-;C2.L~2~#. / (/
o ' ., ,#.
VV"./'71~ .'
~?d J~.
~dl! / j' Iff .
~ _ ~'..p~ ." ..' '" ..;~'f ,A";,",,/~. ..../J.d.""., ~o ,~~
~-2...?& ~~~.??;<!, v:.-d::(.r,!!k
, -7 . /
L/-~''2~Jz @ S;cO f..'
~~/~/d,,6;<
#e~~~' /
,,/e, A ~..7C' ~c.~
, ~Z.~~/h/~a/r~~4,
/f;;::," / I' A/,1 +. ,,,-'J
\-~.h:;f.t - ~~.e. ck-c;i,d:M. V-/~4.~r~.1
~~A.tZ~pfC.."';.1/ /
.2?C? ~'a~~cr;'WI S~ ,~kf~ o-.n<p?J.dd
/'k/' . /,,/
7;{if:: ~ifA)-~:a*'~.V.,2.&h&.fi)...
a~~.~.~k' ^
~~b.P&///d~~.
~%Jh'/~4-4! -"!<$fi,
tJ
'-'
..;(,
(
~
30\a:'j
~1/?J
ypp;;
sl<1d
I
i
~si<O
.,..<01 ad
I
9C)\~
~\tcj
r'/ i '
i?'-O i ,,;(')
I
!
/?F
...? \4.:Y
i
o-st,v
,
i
3dCD
,-,..2I.cO
!
7~) :4V
~4?1<J
"y Ci f2::i
I
/ ~ !.ee)
I
6~
. J /C .' ~ J. . 1< (. -?r'fi-L,;f:. C",,/.~d?
j..CT_t-:t""",,~1 - .l
~,?:)
7
/.
-"",. ~ /
,uZ~~vf'c/p':' /..c
,) ~J L. . c'Oi.. z: ~~{J/'''l' it'...,fff
!lr,,~~J/----' ,'" , ·
/J_ -// . /, I / '.. Ai.Ld.' J.,fc - ,,/ (?p""'~ ;;",.>6" )
17"'.1#/'p{'4'" /'7/ ~ .'r
/~ ~~:;:;::::c/;t
~-- ///...,f
r~l.?~Q .
~u '.. /_~ fb~
, r.~-
?^~~~ '
. / /4/ L/i ~<:/'..(; I'
J.- ""'....'0-..... ","". ? !f;,.~jj;/
3,r)
/~D
'1tP
~o a:J
t:O
----yf~ ';S
,,,.,,':": ~ c\,~ \>;)..
B '"....3 ~~ --0 · 1 ;$;.;]-"\'
.,Ilu ,'.,'1' . .,., .... 'j p "
""i::" ralSa "I' In;.~.. ,",,"""C'
.. ~ 'n ",,1"''''',,''''; .t"~ \,
~" v'. .'l<.:,..'.....~".~
0':"' _. ,'\\ /J
IOU.. . /.?~. - <?: [., .~., :: \; .
alY. / ~ / . V .
. j" _ ',\0 ~~~\",G .
If/1,t:'~~ .,\V~O
\
'-;J: ..----
p----'D
:/~~/L
/ /c/-/r;1
\
\
\
. C.EY'OllT.~ I
RUFE CHEVROLET, Inc.
1601 RRne, Hwy.
CARLISLE;, PA 17013
Telephone 243-5021
Connie. Minich
231 N. Middleton Rd
Carlisle, PA 17013
The wholesale (Liquidation) value of one 2003 Chevrolet Impala, Serial #
2G1WF55K739226345, is $11,000.00. This value is based on current Clean Black Book
Wholesale. .
Sincerely,
~!/~, cI?~~
Thomas L. Flowers
Sales Manager
Rufe Chevrolet
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
Constance M. Minich
according to law, deposes and says that SIne' is the Executrix
of the Estate of William ,k. Coyle
late of Nort~ MidgletQ!lm'l'9.",nshil:>. , Cumberland, County, Pa" deceased and that the
within is an inventory made by her. Constance M. Minich " the said Executrix ," .'
of the entire estate of said decedent, consisting of all the personal property and re.al estate, except real estate outsid'"
'"e Commonwealth of Pennsylvania, and that the figures opposite each Item of the Inventory represellt it's fair value
es of the date of decedent's death,
,eing duly
sworn
Sworn
x~ 2005
(l~;I cu-, C€: it'll\. , V\l~v~v\;\ & 'f ~\ P,,~
Executor. Admini$trator \ "-.
andsubscr'ibed before mel
231 North Middleton Road
~A Car isle, PA
=..~
IClUIHIlDllilCH . COIMY
My CommlIIIol. EJq:no 4.2007
17013
Add"ss
Date of Death
13th
November,
"
2004
O'y
Manth
Ye.!lr
INSTRUCTIONS
i. An inventory must be filed within .j.hree months after appointment or personl'!l representative.
2. A supplement inventory must be fiied within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or 1~9alt'l
4. See Article IV, Fiduciaries Act of 1949.
0.
.,.,
..c:::
Ul
',' C
~
0
E-<
>- C .,;
.
0'\ I- W 0 ~
\D >- '" I- -i-l ~
w -< .
0 ex: 0.. l- I]) U
~ 0 0 Vl ..... . .
I w w I]) "0 Q '" >-
:r '" ~ .
.... I- 0.. ..... "0 0.. C
0 Z I- ..J U. >< .,., ,,; -
I u. ..J -< 0 0 :0: 0.. 0
~ W 0 -< w U ,,:. :;:
> '" -<
N Z ..c::: +
Z 0 c . -i-l c
"
0 OJ) Z ..I<: .. 0
'" -< 0 U
Z w ...
0.. S Z ""
ct1 c
.,., ~ ..
-.:
..... 0 .
..... ..0
.,., . E "" -"
:s: + ..! 0
~ " 0
..J U ii: '"
0.
lnventory of the real and personal estate of
William k. Covle
deceased
1.
2.
3.
4.
5.
836.00
11,000.00
7,583.11
I'
$1, 42, 419'.11
Ii ~
, '
,!
I
I!
I'
"
II
II
!i
,I
Residence at 1402 Bradley Drive, A-113, Carlisle, PA
Condominium Unit at 1406 Bradley Drive, k-'l13,
Carlisle, PA
Miscellaneous Personal Property at residence.
2003 Chevrolet Impala Motor vehicle.
Checking account, #143000167, at Orrstown 'Bank,
Carlisle, PA.
"~JI'IllAlOll
.)IJ HO A JlllOUIAM
J""""\'lOIO~
'm'1UO" ',~\I' )~wl >'UlllX1MH1UCe
\; OO\.: ~ VO~ 1~IJ(iKi "~1fUt"'1f'"'' ) '(M
iI
!l
i:
"
il
II
,I
!i
;1
i'
,
i
re...;-
I
..,,-,
-"';--,
62,000.00
61, OOO~frO,
-~-'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-' '62 EX{' ,-96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DE LUCA ANTHONY L
POBOX 358
113 FRONT ST
BOILING SPRINGS, PA 17007
_____u fold
ESTATE INFORMATION: SSN: 722~'6~7'90
FILE NUMBER: 2104-1069
DECEDENT NAME: COYLE WILLIAM K
DATE OF PAYMENT: 02/11/2005
POSTMARK DATE: 02/11/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 11/13/2004
NO. CD 004937
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $18,416.39
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$18,416.39
REMARKS:
CHECK# 119
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: William K. Coyle
Date of Death: November 13. 2004
Will No. 2004-01069
Admin. No.
To the Register:
I certify that notice of (beneficial interest) Estate administration required by Rule
5.6(a) ofthe Orphans' Court Rules was served on or mailed to the following beneficiaries of
the above-captioned estate on Januarv 10. 2005:
Name
Address
Connie M. Minich. 231 North Middleton Road. Carlisle. P A 17013
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) .
All have received Notice
Date;:~~.2<; /Of!.r
Signature ~$~-~'
Name Anthon L. De Es uire ~
Address 113 Front Street. P.O. Box 358
Boiling SDrings. Pennsylvania 17007
Telephone (717) 258-6844
Capacity: _ Personal Representative
~ Counsel for Personal
Representative
c
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAli~;;:T) ('rp(~f= (ii1<PPRAISEIlEMT, ALLOlIAIICE OR DISALLOIIANCE
IHIEIlIT-': TAX DIVISIOII ""-~:" ,- -,~ '.- - ,~-~, OF DEIlUCTIOIlS AND ASSESSIIEHT OF TAX
PO BOX 288601 ty_~ ( I" ':"
HAARISBtA; PA 11128-0601 ,:. ."
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-25-2005
COYLE
11-13-2004
21 04-1069
CUMBERLAND
101
_t R_Ittlld
'<"). "2
L>. '
d"," U
ANTHONV p ~t:((k~'
113 FRONt' ST
PO BOX 358
BOILING SPRGS PA 17007
'*
REV-I54' EX AFP (03-05)
WILLIAM
K
MAKE CHECK PAYABLE AND REMIT PA~ENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS UNE ~ RETAIN LOWER PORT:rON FOR YOUR RECORDS ...
/l1V-"1!C"'!f.m.m!'U!1.'lmft'l!l.W.!WA'ftWlM!'t.m.lW8mMMr~.'rCr.WlM!'t.Drr....r......... ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILLIAM K FILE NO. 21 04-1069 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. F......l E__s/Adn. Co.ts/MIsc. E__s ISchedul. H) (9)
10. _ts/Ilort_ UllbUIU../U..,s 1_1. II (10) 1 .768.96 -
11. Tot.l IIOIduGUon. 111) ~3. 181 25
12. Hoot V.l_ of T.K R.turn (12) ~29,237 .86
13. Chsritllble180..rnssnt.l B8quast.; Non-.lsctsd 9113 Trust. ISohsdul. J) (13) .00
Iii. Hoot V.l... of Est.t. Subjsct to T.K 111i) ~29,237.86
NOTE: I~ an .......-nt wa. i..ued previou.lY. line. 14. 15 end/or 16. 17. 18 ~nd 19 will
r~lect ~igure. that inclUd. the tata1 ~ ALL returns a.....ed to date.1
ASSESSMENT OF TAX: !
15. _t of Line Iii .t $pounl ...t. 115) .00 X 00 = .00
16. _t of Line Iii _1. .t LirwellCl... A ..t. (16) .00 X 045 = .00
17._tofLi...l1i.tSibl1""...te 1171 .OOX 12 = I .00
18. _t of Line 1.. t_l..t Coll.t.r.lICl... 8 r.t. 118) 129,237.86 X 15 ~
19. Princip.l T_ _ (19)= ,19,385.67
ESTATE OF COYLE
TAX RETURH liAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_l Est.t. 1_1. A)
2. S_s _ __ 1_1.8)
3. Clo_ly Held Stock/Pertner"'l!> tnt....t ISohsdul. C)
Ii. Ilort_S/Not.. _I_I. ISchedul. D)
5. c._ Depo.ltsIHbc. P.r_l Property ISchedul. E)
6. Jolhtly 0Whed Property 1_1. F)
7~ T~sf.r. (Schedul. 8)
8. Tot.l A._ts
I ) C_ED
(1)
(2)
(3)
(Ii)
(5)
(6)
(7)
123,000.00
.00
.00
.00
19.419.11
.00
.00
(8)
11,412.29
INTEREST/PEN PAID 1-)
969.28
AIlQUNT PAID
18,416.39
_ER
CD004937
o
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INllICATED, SEE REVERSE
FOR CALCULATION OF ADDITIlIIIAL INTEREST.
DATE 104-25-2005
1
i
MDTE: Tp Insu", proptlr
credit ~o your ItQCOU1t,
_~t _r !>DrUon
of this fo~ with your
t_ t.
I
I
l42,419.11
.9,385.67
.00
.00
.00
I IF TOTAL DUE :lS LESS THAN $1, NO PAYMENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A '"CREDn- ICR), YDU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
-
STATUS REPORT UNDER RULE 6.12
Name of Decedent: William K. Coyle
Date of Death: November 14,2004
Will No.
21-04-1069
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the
following with respect to completion of the administration of the above-captioned estate:
,--,'J
('...J
-
IE:-- -
t........,
,
c.;.~ '
i.:;.'.J
Date:
~ ()
(Vi
(c. .
'----
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No X
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the
parties in interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
g;' /.1 'I/o ~-
I /
~ .,~
Cl:;~ .d$. ~ '.
Signature :.e...^t'
Anthony L. DeLuca, Esquire
Nanle (Please type or print)
113 Front Street
P.O. Box 358
Boiling Springs, P A 17007
Address
(717) 258-6844
Telephone number
c.
Capacity: _ Personal Representative
-1L Counsel for personal representative
r' .
........J
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ry"'" c.,,'T', r';-:[i'~1i'I~E OF INHERITANCE TAX
'''d, /\-l/APP-RAISEHENT, ALLOWANCE OR DISALLOWANCE
. .- ~FDEDUC~IQNS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
V'" J f : : \: 20
GARY W THOMPSQH
64 WESTWOOD ST
ENOLA PA 17025
REV-1548 EX AFP (06-05)
DATE 10-10-2005
ESTATE OF THOMPSON MARY E
DATE OF DEATH 11-13-2004
FILE NUMBER 21 04-1066
COUNTY CUMBERLAND
SSN/DC 204-03-6895
ACN 05107296
APPEAL DATE: 12-09-2005
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV=is4S-EX-AFP-roi=osJ--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 10-10-2005
ESTATE OF THOMPSON
MARY
CUMBERLAND
E DATE OF DEATH 11-13-2004
FILE NO. 21 04-1066
TAX RETURN WAS:
COUNTY
S.S/D.C. NO. 204-03-6895
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WACHOVIA BANK NA
ACN
05107296
ACCOUNT NO.
1010084283599
TYPE OF ACCOUNT: ()SAVINGS ~) CHECKING ()TRUST ()TIME CERTIFICATE
DATE ESTABLISHED 02-09-2004
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
74,691.72
0.500
37,345.86
.00
37,345.86
.45
1,680.56
X
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-24-2005 CD005725 .00 100.00
INTEREST IS CHARGED THROUGH 10-18-2005 TOTAL TAX CREDIT 100.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,580.56
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 14.44
TOTAL DUE 1,595.00
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
c~