HomeMy WebLinkAbout01-1090
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of " CsTflE'K. k ;(A{)!2 No. .:J./-OI-/t> 70
also known as To:
Register of Wills for the
Decea~d. County of (r. I) hi 15 ~~ /...tI.~in the
Social Security No. I (0 0 -C\.t) 0 - I 0 1;3 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of ase",r older an the exeeut 0 X
in the last will of the above decedent, dated ~ V IF'M B F 12 ~~
and codicil(s) dated
7?ld
, 19
Decendent, then l' t, years of age, died No V ~ J<{ .p t= e b? ~ , ~ {JO f,
at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ ~:< t S; O(){)". (DO
$
$
$
WHEREFORE, petitioner(s) respectfulluequest(s) the probate of. the last will and codicil(s)
presented herewith and the grant of letters j ~~ T A ^1 E ArIA I<. Y
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF" PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l ss
COUNTY OF O.Jmberland J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the bestof the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well ans! truly administer the estate according to law.
Sworn to or affirmed ll't:\'1 subscribed ~jvUAU' d . ~ · ~ ~
before me this " 2 t day of ~
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No. 21-2001-1090
Estate of
ES'I'HER K. KAUP
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
ND NOW NOVEMBER -?D'IH <o.rtT,,>nn, ; ~.. ," .' ..-
A d'l...::J______ ... __ ~~, J.TI ,--OI.SlaeratiUn "-
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated l\nVFMRF.R 71 ~'T, 1 qq4
described therein be admitted to probate and filed of record as the last will of
ES'IHER K. KAUP
and Letters TESTAMENTAHY
are hereby granted to RAYMOND E. MULL
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FEES
Probate, Letters, Etc. .........
Short Certificates( 2) . . . . . . . . . .
Renunciation ................
x-paqes (5)
JCP
$ 270.00
$ 6.00
$
15.00
$ :;.00
TOTAL _ $296.00
. NcJveIIt)er. ;('.<1tb2001 . . . . . . . . . . . . .
AITORNEY (Sup. Ct. 1.D. No.)
ADDRESS
Filed
PHONE
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MAILED LETI'ERS AND ORDER 'IO EXECUI'OR
H 105 11? REV 8/88
(FEE FOR THIS
CERTIFICATE $200;
WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. T 4 9 9 7 5 3 4
November 23, 2001
Dale of Issue of This Certification
2i-2001-1090
Name of Decedent
Esther
Kathryn
lCaup
First
Middle
Last
Sex
Female
_ Social Security No.
160 - 50 - 1073
Date of Death
November 22, 2001
Date of Birth
July 3, 1905
Birthplace
Lancaster, Lancaster County, Pennsylvania
Place of Death
Holy Spirit Hospital
Cumberland County
E. Pennsboro Twp.
Pennsylvania
F ~cility Name
County
City. Borough or Township
Race
White
Occupation
Wid Decedent's
ow Mailing Address
Housewife
Armed Forces? (Yes or No)
County Meadows Trindle Road Mechanicsburg
No
PA
Marital Status
Number
Street
C.ty or Tow1
Stete
Informant Mr. Raymond Mull
Name and Address of
Funeral Establishment
Funeral Director
Scott D. Brenneman, FD
Cocklin Funeral Home,Inc., 30 N. Chestnut Street, Dillsburg, PA
17019
Part I:
Immediate Cause
Interval Between
Onset and Death
(a)
Respiratory Failure
(b)
Pancreatitis
(c)
Gastrointestional Bleed
Part II:
(d)
Other Significant Conditions
I
I
-.-J
Manner of Death
Natural Dxxx HOrTlicide D
Accident D Pending Investigation D
Suicide D Could not be Determined D
Describe how injury occurred:
Name and Title of Certfk~r
4410 Linglestown Road, Harrisburg, PA 17112
R. George Azizkhan, DO
(M.D.. D.O., Coroner, M.E.)
Address
This is to certify that the information here given is correctly copied from an original certificate
of death duly filed with me as Local Registrar. The original certificate will be forwarded to the
State Vital Records Office for permanent filin..l!f'~ ;;r=' ~~......... 67608
Local Registrar of Vital Records
District No
November 23, 2001
153 Logan Road, D111sburg, PA 17019
lJate Received by L 0cal Registrar
Street Address
City. Borough. TDwnship
21_2001-1090
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ep\wills\kaup.ek\k\11-94
LAST WILL AND TESTAMENT
OF
ESTHER K. KAUP
21-2001-1090
I, ESTHER K. KAUP, of the Borough of Dillsburg, York County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I: I bequeath my household and personal effects and other
tangible personalty of like nature (not including cash or securities)
to my nephew, RAYMOND E. MULL, and VIRGINIA F. MULL, his wife, to be
retained by them or to be distributed as they in their discretion
consider appropriate. Should neither RAYMOND E. MULL nor VIRGINIA F.
MULL be living at the time of my death, I bequeath my household and
personal effects and other tangible personalty of like nature (not
including cash or securities) in equal shares to ROBERT MULL and
RONALD MULL to be retained by them or to be distributed as they in
their discretion consider appropriate.
ITEM II: I devise and bequeath the residue of my estate of every
nature and wherever situate as follows:
A. I devise and bequeath one-third (1/3) or the residue of
my estate to my nephew, RAYMOND E. MULL, and VIRGINIA F. MULL, his
wife, or the survivor of them. Should neither RAYMOND E. MULL nor
VIRGINIA F. MULL be living at the time of my death, I devise and
bequeath one-third (1/3) of the residue of my estate in equal shares
to ROBERT MULL and RONALD MULL, or to their issue, per stirpes.
Page 1 of 6
--I
B. The remaining two-thirds (2/3) of my estate shall be
distributed in equal shares as follows:
1. One share to my great niece, JEAN BALESTRINI,
providing she survives me.
2.
One share to my niece, IRENE B. BENTZ, providing
"J'ID\(/ ~EOISAS~) I' ~ </5'
she survives me.
3.
One share to my great nephew, LEE BENTZ, providing
he survives me.
4. One share to my great nephew, ROBERT RAY MULL,
providing he survives me. Should my great nephew, ROBERT RAY MULL,
fail to survive me, I bequeath his share to his daughter, DEBORAH LYNN
MULL, providing she survives me.
5. One share to my great nephew, RONALD WAYNE MULL,
providing he survives me. Should my great nephew, RONALD WAYNE MULL,
fail to survive me, I bequeath his share to his children, STEVEN TODD
MULL and JENNIFER LEE MULL, in equal shares. Should either of said
children not survive me, the share of the deceased child shall be
added to the other share of the living child; and should neither child
survive me, their shares shall be added to the other shares created in
this Item II.
6. One share to my niece, JEAN SUSAN WEDD, providing
she survives me. Should my niece, JEAN SUSAN WEDD, fail to survive
me, I bequeath her share to her daughter, SUSAN JEAN GAMBER, providing
she survives me.
Page 2 of 6
7. One share to JOHN ALLEN COCKLIN, or to his issue,
per stirpes.
8. One share to my nephew, JOHN M. SHEEHAN, providing
he survives me. (NOW VE~A-SEbj IO-7-9'=>
9. One share to my great niece, NANCY BAILEY,
providing she survives me.
10. One share to my niece, MYRTLE KRAMER. DINTEMAN, l
Il>EC~~~) /O/fJ.8t9"
providing she survives me. Should my niece, MYRTLE){RAMER ~rNTEMAN,
~1l.GtE.
fail to survive me, I bequeath her share to her son, ~f!R;DINTEMAN,
providing he survives me. '1
11. One share to my sister, EDNA M. SHEEHAN, providing
she survives me.
ITEM III: with the exception of the share for JOHN ALLEN COCKLIN
in Item II.B.?, it is my intention that the bequests provided for in
Item II shall pass to the named legatees only; and, to that end, I
direct that should any of the above named legatees predecease me, his
or her share of my estate shall lapse and shall be added to and
distributed as part of the remaining shares in Item II.
ITEM IV: I appoint my Executor and his successors guardian of
any property which passes, either under this will or otherwise, to a
minor and with respect to which I am authorized to appoint a guardian
and have not otherwise specifically done so, provided that this ap-
pointment of a guardian shall not supersede the right of any fiduciary
in its discretion to distribute a share where possible to the minor or
to another for the minor's benefit. Such guardian shall have the
Page 3 of 6
power to use principal as well as income from time to time for the
minor's support and education (including college education, both
graduate and undergraduate) without regard to his or her parent's
ability to provide for such support and education, or to make payment
for these purposes, without further responsibility, to the minor or to
the minor's parent or to any person taking care of the minor.
ITEM V: I direct that all taxes that may be assessed in conse-
quence to my death, of whatever nature and by whatever jurisdiction
imposed, shall be paid from my residuary estate as part of the expense
of the administration of my estate.
ITEM VI: I appoint my nephew, RAYMOND E. MULL, Executor of this
my last will. Should my nephew, RAYMOND E. MULL, fail to qualify or
cease to act as Executor, I appoint my great nephew, ROBERT RAY MULL,
Executor of this my last will.
ITEM VII: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, ESTHER K. KAUP, have hereunto set my hand
and seal this
.a\
day of
1\bJ PfL.. ~ ..l
, 1994.
,..... ~ 1/.4.-/
c(Q~ .~. ';it', 1\ &~,L.=
ESTHER K. KAUP
SIGNED, SEALED, PUBLISHED and DECLARED by ESTHER K. KAUP, the
Testatrix above named, as and for her Last Will and Testament, and in
Page 4 of 6
the presence of us, who at her request, in her presence and in the
have subscribed our names as witnesses.
JhJ (wW~. fk
Address
~srn ~
~~C4&4]
Address
IIf
COMMONWEALTH OF PENNSYLVANIA:
:SS:
COUNTY OF CUMBERLAND
I, ESTHER K. KAUP, the Testatrix whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
rf,(U:/7 fA 'k': ~ 4' to
ESTHER 'K .KAUP ,
Sworn to or affirmed to and acknowledged before me by ESTHER K.
KAUP, the Testatrix, this
~l
day of AJo.~/)\~ , 1994.
(L~/xY~-
Notary PUbliC:)~
Page 5 of 6
NOTARIAL SEAL
CONSTANCE l. KAfd..I. NOTARY PUBLIC
NEW CUMBERLAND, PA CUMBERLAND CO.
MY COMMISSION EXPIRES APRIL 13, 1995
COMMONWEALTH OF PENNSYLVANIA
:SS:
COUNTY OF CUMBERLAND
.
.
and ~'rn~
the witnesses whose names are signed to the attached or foregoing
We,
Ow.~ ~, _~<'
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
,~~~
witness ..
\:)A.v~t'J \-\,. ~
witnesses, this ~\ day of
Sworn to or affirmed to and acknowledg~d before me by
and /(ML In SUr ~
t\k~\I~~. ~
Notary Public ~
,
NOTARIAL SEAL
CONST f"NCE L. KARL!, NOTARY PUBLI C
NEW CUW3ERU\\'1\). P r~ C',.l"iSERLp-.ND co.
MY COMMISSION EXPiRES APRIL 13, 1995
Page 6 of 6
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: ESTHER K. KAUP
Date of Death: November 22,2001
Will No.:
Admin. No.: 21-01-1090
To the Register:
I certify that the Notice of Estate Administration required by Rule 5.6(a) of the Orphans'
Court Rules was mailed or delivered to the following heirs and beneficiaries of the above-
captioned estate on January 31, 2002:
Jean Balestrini
RR#1, Box 692
Paxinos, PA 17860
Ronald W. Mull
1801 Reynolds Road
Barnwell, SC 29812
Lee Bentz
269 Barlow Two Taverns Road
Gettysburg, PA 17325
Robert R. Mull
134 Coopers Kill Road
Delran, NJ 08075
John Allen Cocklin
30 Kimberly Ct.
Manalapan, NJ 07726-4600
Edna Sheehan
1550 Gay Drive #426
Winter Park, FL 32789
George Dintaman
104 S. Center Street
Frackville, PA 17931
Jean Susan Wedd
2956 Hathaway Tower
Richmond, VA 23225
Raymond & Virginia Mull
606 Warren Street
Lemoyne, PA 17043
Nancy Myers Cumby
3206 South Lakeview Circle #206
North Hutchinson Island, FL 34949
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A.
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Mark R. Parthemer, Esq.
McNEES, WALLACE & NURICK
100 Pine Street, P.O. Box 1166
Harrisburg, PA 17108
(717) 237-5394
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Counsel for personal representative
Register of Wills of Cumberland County, Pennsylvania
..
INVENTORY
Estate of ESTHER K. KAUP
known as
, Deceased
No. 2001-01090
Date of Death 11/22/01
Social Security No. 160-50-1073
Raymond E. Mull
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of
the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the
valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that
Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at
the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false
statements herein are made subject to the penalties of 18 Pat C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: Mark R. Parthemer, Esq.
'1?1"J"t:'iYn1/ /K ~(!
I.D. No.: 50875
Address: McNees Wallace & Nurick LLC
100 Pine Street, P.O. Box 1166
Harrisburq, PA 17108
Dated ~ - jg ~Odv
Telephone: (717) 237-5250
Description
Value
SEE ATTACHED LIST
$ 291,780.35
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(Attach Additional Sheets if necessary)
Total: $ 291,780.35
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the
value of each item, but such figures should not be extended into the total of the Inventory.
Form RW-7 (Cumberland County - Rev. 9/92)
{A277079:}
,
Inventory
Estate of Esther K. Kaup
~ 11/22/01 To 11/22/01
Description
AcCIUed Interest
Savings Accounts
Merrbers 1st Federal Credit union
l\bney Market Accounts
Vanguard PA Tax- Exenpt l\bney Market
35.04
Mutual Funds
22680.497 shs. Vanguard PA Insured long Tenn
FUnd
768.36
1
13:57
Value
Total
25.00
32,656.13
259,099.22
291,780.35
------------
------------
I j -;;.'1- 'I
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'02 APH-5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-01-2002
KAUP
11-22-2001
21 01-1090
CUMBERLAND
101
Amount RMitted
:59
MARK R PARTHEMER ESQ
MCNEES ETAL
PO BOX 1166 C:~l
HBG PA 17Q;&j8H.>
*~/
REV-1547 EX AFP (11-02)
ESTHER
K
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 ~
REY=is47-ix-AFP--fol-:ozi--NOTici--oF-"fNHEifiTiNci-TAi-AiipRA-isi:iiENT~--ALi.-OWAirci-cri-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KAUP ESTHER K FILE NO. 21 01-1090 ACN 101 DATE 04-01-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
I~ an assessment was issued previoUSly, lines 14. 15 and/or 16. 17. 18 and 19 will
r~lect figures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rate (15)
16. Amount of line 14 taxable at lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
CRE T:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
291.755.35
.00
.00
25.00
122.494.35
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
16,142.04
422.00
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X 00 =
.00 X 045=
20,386.39 X 12 =
377,324.27 X 15 =
AMOUNT PAID
56,092.76
DATE
02-14-2002
NUMBER
CD000865
INTEREST/PEN PAID (-)
2..952.25
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
414,274.70
1~.~64 04
397,710.66
.00
397,710.66
.00
.00
2,446.37
56,598.64
59,045.01
59,045.01
.00
.00
.00
. IF PAID AFTER DATE INDICATED, 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MCNEES WALLACE & NURICK
C/O RAYMOND E MULL
606 WARREN STREET
LEMOYNE, PA 17043
-------- fold
ESTATE INFORMATION: SSN: 160-50-1073
FILE NUMBER: 2101-1090
DECEDENT NAME: KAUP ESTHER K
DATE OF PAYMENT: 02/15/2002
POSTMARK DATE: 02/14/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/22/2001
NO. CD 000865
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $56,092.76
I
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TOTAL AMOUNT PAID:
$56,092.76
REMARKS: RAYMOND E MULL
C/O MCNEES WALLACE & NURICK
CHECK# 11 2
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
Cumberland County - Register Of Wills
One Courthouse Square
Carlislel PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
MULL RAYMOND E
606 WARREN STREET
LEMOYNEI PA 17043
RE: Estate of KAUP ESTHER K
File Number: 2001-01090
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 11 for decedents dying on or after
July 1, 1992, the personal representative or his counsell 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 will become delinquent on: 11/22/2004
Your prompt attention to this matter will be appreciated.
Thank You.
s~;erelYn .
~~~~'
,,-I
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
A ly'fti
McNees Wallace & Nurick LLC
attorneys ~~aCorCH ' of
liNDA M. ESHELMAN
ESTATE PARALEGAL
DIRECT DIAL: (717) 237-5210
E-MAIL ADDRESS:LESHELMAN@MWN.COM
"02 FEB 15 f\10 :40
Cl~,m)fuary 14, 2002.
C... IJnb'~ ,"
"l, 'r,;: ><
VIA CERTIFIED MAIL
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
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RE: ESTATE OF ESTHER K. KAUP
Cumberland County File No.: 2001-01090
Our file: 20921-0001
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Ladies and Gentlemen:
Enclosed for filing in the above-referenced estate are the following documents:
. PA Inheritance Tax Return (2 originals). The return shows a tax due of
$56,092.76, and an estate check is attached in payment thereof.
· Inventory (2 originals)
Also, enclosed is a check for the $28.00 filing fee.
Please date-stamp the copies enclosed, and return to our office in the stamped
envelope provided.
Thank you.
",
r'~ truly,
\'" ~CuvW):JJ
d Linda M. Eshelman
, Estate Paralegal
LME/lme
Enclosures
c: Raymond E. Mull
PO Box 1166 .. 100 PINE STREET" HARRISBURG, PA 17108-1166" TEL: 717.232.8000" FAX: 717.237.5300" WWW.MWN.COM
COLUMBUS, OH .. HAZLETON, PA .. WASHINGTON, DC
100 PINE STREET
G~
McNEES WALLACE Be NURICK LLC
P. O. BOX 1166
HARRISBURG, PA 17108
....-~
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Esther K. Kaup
Date of Death: 11-22-2001
Will No.
Admin No. 21-01-1090
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 whether administration of the estate is complete: Yes _ 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
Date:
.;)
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.
~,......"..._...
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. -. II'~? ~. '''. - ..P~ . ~e:: .-........ ....
Ic~~:,.~. ., (I 'j .../~ i k'~" ..~.,,---r..___.... "".
rk R. Parthemer, Esq.
cNees Wallace & Nurick
100 Pine St., P.O. Box 1166
Harrisburg, PA 17108
(717) 237-5250
d.
Capacity: Counsel for Personal Representative
{A237522:}
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Esther K. Kaup
Date of Death: 11-22-2001
Admin No. 21-01-1090
Will 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:
1. State whether administration of the estate is complete: Yes -L 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 ~
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.
Date:
t"', ' -_ .-..,
01 - loJ. - 0 :>
~
rk R. Parthemer, Esq.
cNees Wallace & Nurick
100 Pine St., P.O. Box 1166
Harrisburg, P A 17108
(717) 237-5250
Capacity:
h.'"
Counsel for PersonaIReprese~tive::~_~ fll
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G
REV-1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested (6)
RECA-
PITULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7)
DECE-
DENT
CHECK
APPRO-
PRIATE
BLOCKS
COR-
RE-
SPON
DENT
TAX
COMPU-
TATION
o PA15001
OFFICIAL USE QNL Y
REV-1500
/?- c;L-Y- -y
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 2001
01090
COUNTY CODE
YEAR
NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
Kaup, Esther K.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
11/22/01 07/03/1905
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
160-50-1073
THIS RETURN MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Return
4. Limited Estate
6. Decedent Died Testate
{Attach copy of Will)
9. Litigation Proceeds Received
3. Remainder Return
D (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
O 11. Election to tax under Sec. 9113(A)
(Attach Sch O)
~ 2. Supplemental Return
4a. Future Interest Compromise
{date of death after 12-12-82)
7. Decedent Maintained a Living Trust
(Attach a copy ot Trust)
10. Spousai Poverty Credit (date of death between
12-31-91 and 1-1-95)
UJi$$~P'tlPNM)j!\'tijg<M1M!l~Wt~!i;J\~~.9Pjjll~$lKi@~@:g~€Qi:!fip$!iI'ti.@itiPl)/;/FPIlts.illf19N$H9\l@i$\\tPl!i$i:it$tiT9;
NAME COMPLETE MAILING ADDRESS
Mark R. Partherrer, Es . 100 Pine Street
FIRM NAME (If Applicable) P.O. Box 1166
McNees Wallace & Nurick LLC Harrisburg, PA 17108
TELEPHONE NUMBER
(717) 237-5250
~"...--
.....1...~
N~",
2 91, 755 i.';3:j
None
None
d'FFICI~ ONLY
N ,0',",(",
~
1"71
CD
~
\Jl
25.00
122,494.35
..t:::,
G
None
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage liabilities, & Liens (Scheduie I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an eleetion to tax
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount 0/ Line 14 taxable at the spousal tax
rate, ortranslersunderSec. 9116(a)(1.2) x.O (15)
16. AmountofLine14taxableatlinealra/e 0.00 X.O 45 (16)
17. Amount 01 Line 14 taxable at sibling rate 20,386.39 x.12 (17)
18. Amount of Line 14 taxabie at collateral rate 377,324.27 x .15 (18)
19. Tax Due (19)
20. 0 [Qfjl;:cKB$'iE)fVOP.N!E..\lEQ!iE$tI@J'Ail.EI$r'lti.QfAr'lPIrn!\IiA'tMEN'fi!
(8)
16,142.04
422.00
(11)
(12)
(13)
414,274.70
16,564.04
397,710.66
None
(14)
397,710.66
0.00
2,446.37
56,598.64
59,045.01
NTF 29755
Copyright 2000 GreatlandlNelco lP - Forms Sot/ware Only
Estate of: Esther K. Kaup
SUMMARY OF ALlDCATIONS TO BENEFICIARIES
Taxable at sibling rate
Edna Sheehan
20,386.39
Taxable at collateral rate
Rayrrond E. Mull
Jean Balestrini
Lee Bentz
Robert R. Mull
Ronald W. Mull
Jean Susan Wedd
John Allen Cocklin
Nancy M. Cumby
George Dintaman
Rayrrond and Virginia Mull
122,494.35
20,386.40
20,386.40
20,386.40
20,386.39
20,386.39
20,386.39
20,386.39
20,386.39
91,738.77
377,324.27
21-2001-01090
PA 'REV-1500 EX (6-00)
Page 2
Decedent's Comolete Address:
STREET ADDRESS
Country Meadows
E. Trindle Road
CITY I STATE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax DUB (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
59,045.01
2,952.25
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C)
(2)
2,952.25
Total rnteresVPenalty (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
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WillS, AGENT
(3) 0.00
(4)
(5) 56,092.76
(SA) 0.00
(5B) 56,092.76
~C~~~~~~~!~~+~~~8tt8!i~~dD~~+18~~~~~1!2J~~~~;;*,;1~+~~~~~~8~~i~+~~t82~i)
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .. . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ I
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? .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .......... . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of
which preparer has any knowledqe.
SI., ATURE OF PE S~. RESPONSIBLE F;;2f1 FILING RETURN . DATE.._
. e,7J 1 n., t s2 -j3'-D,;L
A S
See Schedule attached
SIGNATURE PREPARER~E~ THAN REPRESENTATIVE
~ '&'4 A' fi4~- ,
ADDR
1
o
o
DATE
..:z//J '" <-
on on use spouse
[72P.S 13 9116 (a)(1.1)(i)]
For dales at death on or after January 1, 1995, the lax rate is imposed on the net value of transfers to or for the use ot the surviving spouse is 0% [72 P.S. 13 9116 (a) (1.1) (ii)].
The statute dOA!> not AXAmnl a transferto a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling a tax return are still applicable even if
the surviving spouse is the only beneticiary.
For dates ot death on or atter July 1,2000:
The tax rate imposed on the net value ot transfers trom a deceased child twenty-one years of age or younger at death to or for the use ot a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 139116(e)(1.2)).
The tax rate imposed on the net value of transfers to ortorthe use 0/ the decedent's lineal beneficiaries is 4.5%, except as noted in 72,P,S 13 9116(1.2) [72 P,S. %9116(a)(1)].
The tax rate imposed on the nel value of transfers to or for the use ot the decedent's siblings is 12% [72 P.S, 13 9116(a)(1 ,3}J. A sibling is defined, under Section 9102, as an individual
who has at least one parent in common with the decedent, whether by biood or adoption
o PA15002
NTF 29756
Copyright 2000 Greatland/Nelco LP - Forms Software Only
Estate of: Esther K. Kaup
21-2001-01090
The following person (s) are signing the retw::n as representative (s) of the estate:
Rayrrond E. Mull
606 Warren St
Lerroyne, PA 17043
REV-1503 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Esther K. Kaup
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2001-01090
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 32,621.09 soo. Vanguard Pennsylvania Tax-Exerrpt lVbney Market
Fund @ $1.00/share
32,621. 09
Accrued Dividend
35.04
2 22680.497 soo. Vanguard PA Insured IDng-Tem Tax-Exerrpt
Investors Shares @11.39/share
258,330.86
Accrued Dividend
768.36
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, Inc
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
291,755.35
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Esther K. Kau
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Include proceeds of litigation & date proceeds were received by the estate All prop. JOintly-owned with right of survivorship must be disclosed on Sch. F.
ITEM VALUE AT
NO. DESCRIPTION DATE OF DEATH
21-2001-01090
1 Members 1st Federal Credit Union Regular Savings Account
25.00
7 CPA81 NTF 10908
Copyright Forms Sottware Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
25.00
I1EV-1509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Esther K. Kaup
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
SURVIVING JOINT TENANT(S) NAME
A Rayrrond E. Mull
11 an asset was made Joint within one year of the decedent's date of death, It must be reported on Schedule G.
21-2001-01090
ADDRESS
RELATIONSHIP TO DECEDENT
Nephew
606 Warren St
Lerroyne, PA 17043
JOINTLY-OWNED PROPERTY:
LEITER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR MADE Incrude name of financial institution and bank DATE OF DEATH DECO'S VALUE OF
JOINT account number or similar identifying number.
NO. TENANT JOINT Attach deed tor jOintly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 6/27/88 Members 1st Federal Credit 26.81 50% 13 .40
Union Regular Savings AcCOW1t
2 A 5/25/99 Members 1st Federal Credit 23,151.97 50% 11,575.98
Union Checking ACCOW1t
3 A 1/18/90 Members 1st Federal Credit 1,168.10 50% 584.05
Union Investment Savings
ACCOW1t
4 A 7/5/00 Members 1st Federal Credit 110,320.93 50% 55,160.46
Union Certificate of Deposit
No. 102678-46
5 A 7/5/00 Members 1st Federal Credit 110,320.93 50% 55,160.46
Union Certificate of Deposit
No. 102678-47
TOTAL (Also enter on line 6, Recapitulation) $ 122,494.35
7 CPA91 NTF 10909
(If more space is needed, insert additional sheets of the same size)
CoPyright Forms Software Only, 1997 Nelco. Inc
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Esther K. Kaup
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-01090
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION
A. FUNERAL EXPENSES:
AMOUNT
1 Willow Valley Family Restaurant - Funeral Luncheon
91. 37
B.
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Rayrrond E. Mull
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address 606 Warren Street
City Lerroyne State
11,700.00
PA Zip 17043
Year(s) Commission Paid: 2002
2.
3.
Attorney Fees Narre: McNees Wallace & Nurick ILC
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
3,750.00
0.00
4.
Probate Fees
296.00
5.
Accountant's Fees
0.00
6.
Tax Return Preparer's Fees
0.00
See Schedule attached
Total from continuation page (s)
304.67
TOTAL (Also entsr on line 9, Recapitulation) $
(If more space is needed, insert additional sheets ot the same size)
16,142.04
7 CPA11 NTF 10911
COPyright FOffi1s Software Only, 1997 Nalco, Inc.
Estate of: Esther K. Kaup
SCHEDULE H, PART B -- Administrative Costs
Item
No. Description
7 Cuml:erland Law Journal - Legal Advertising
8 Cuml:erland County Register of Wills; Filing Fees re PA
Inheritance Tax Return and Inventory
9 McNees Wallace & Nurick LI.C - Costs Advanced as follows:
Duplicating
Postage
$19.40
13.57
10 McNees Wallace & Nurick LI.C - Reserve for closing costs re
duplicating, postage, etc.
11 Members 1st Federal Credit Union - Checkl::ook Charges
12 The Patriot-News - Legal Advertising
TOTAL. (Carry forward to main schedule) . . . . . .
Page 2
21-2001-01090
Arrount
75.00
28.00
32.97
75.00
7.75
85.95
304 . 67
R~V-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Esther K. Kaup
Include un reimbursed medical expenses.
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2001-01090
DESCRIPTION
AMOUNT
1 PA Departrrent of Revenue; 2001 Permsylvania Individual IncoITe
Tax Return - Tax Due
422.00
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
422.00
Copyright Forms Software Only, 1997 Nelco, Inc.
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Esther K Kaup
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
21-2001-01090
RELATIONSHIP TO DECEDENT AMOUNT OR
Do Not List Trustee(s) SHARE OF ESTATE
See Schedule attached
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 10913
TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space IS needed, insert additional sheets of the same size)
0.00
COPyright Forms Software Only, 1997 NelcQ, Inc.
Estate of: Esther K. Kaup
SaJEDULE J, Part 1 - - Taxable Distributions
Item
No.
Narre and Address of Beneficiary
1 Rayrrond E. Mull
606 Warren St
LellDyne, PA 17043
2 Jean Balestrini
RR#l, Box 692
Paxinas, PA 17860
3 Lee Bentz
269 Barlow ~ Taverns Road
Gettysburg, PA 17325
4 Robert R. Mull
134 C=pers Kill Road
Delran, NJ 08075
5 Ronald W. Mull
1801 Reynolds Road
Barnwell, SC 29812
6 Jean Susan Wood
2956 Hathaway Tower
Rich!!Dnd, VA 23225
7 John Allen Cocklin
30 Kimberly Court
Manalapan, NJ 07726-4600
8 Nancy M. Currby
3206 South Lakeview Circle
#206
North Hutchinson Is., FL 34949
9 George Dintarren
104 S. Center Street
Frackville, PA 17931
10 Edna Sheehan
1550 Gay Drive
#426
Winter Park, FL 32789
11 Rayrrond and Virginia Mull
606 Warren Street
LellDyne, PA 17043
Relationship
Nephew
Niece
Nephew
Nephew
Nephew
Niece
Friend
Niece
Friend
Sister
Nephew and his wife
Page 2
21-2001-01090
Armunt
122,494.35
20,386.40
20,386.40
20,386.40
20,386.39
20,386.39
20,386.39
20,386.39
20,386.39
20,386.39
91,738.77
Deceased
Social Security No. 160-50-1073
WHEREAS, on the 29th day of November
dated November 21st 1994
was admitted to probate as the last will of KAUP ESTHER K
(LAbl, ~lKbl, M1UULh)
late of LEMOYNE BOROUGH
Register of Wills of CUMBERLAND County, pennsylvanic
Certificate of Grant of Letters
No. 2001-01090 PA No. 21-01-1090
ESTATE OF KAUP ESTHER K
(LAbl, ~lKbl, M1UULh)
Late of
LEMOYNE BOROUGH
LUM~bKLm~u LUUN1Y/
2001 an instrument
CUMBERLAND County, who died on the
22nd day of November 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to MULL RAYMOND E
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 29th day of November 2001.
(
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
21-2001-1090
LAST WILL AND TESTAMENT
OF
ESTHER K. KAUP
I, ESTHER K. KAUP, of the Borough of Dillsburg, York County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I: I bequeath my household and personal effects and other
tangible personalty of like nature (not including cash or securities)
to my nephew, RAYMOND E. MULL, and VIRGINIA F. MULL, his wife, to be
retained by them or to be distributed as they in their discretion
consider appropriate. Should neither RAYMOND E. MULL nor VIRGINIA F.
MULL be living at the time of my death, I bequeath my household and
personal effects and other tangible personalty of like nature (not
including cash or securities) in equal shares to ROBERT MULL and
RONALD MULL to be retained by them or to be distributed as they in
their discretion consider appropriate.
ITEM II: I devise and bequeath the residue of my estate of every
nature and wherever situate as follows:
A. I devise and bequeath one-third (1/3) of the residue of
my estate to my nephew, RAYMOND E. MULL, and VIRGINIA F. MULL, his
wife, or the survivor of them. Should neither RAYMOND E. MULL nor
VIRGINIA F. MULL be living at the time of my death, I devise and
bequeath one-third (1/3) of the residue of my estate in equal shares
to ROBERT MULL and RONALD MULL, or to their iSSUE, per stirpes.
Page 1 of 6
B. The remaining two-thirds (2/3) or my estate shall be
distributed in equal shares as follows:
1. One share to my great niece, JEAN BALESTRINI,
providing she survives me.
2.
One share to my niece, IRENE B. BENTZ, providing
II'lO,^/ ~EClSAS~) /1-1.?
,
she survives me.
.
he survives me.
3. One share to my great nephew, LEE BENTZ, providing
4. One share to my great nephew, ROBERT RAY MULL,
providing he survives me. Should my great nephew, ROBERT RAY MULL,
fail to survive me, I bequeath his share to his daughter, DEBORAH LYNN
MULL, providing she survives me.
fail to survive me, I bequeath his share to his children, STEVEN TODD
providing he survives me. Should my great nephew, RONALD WAYNE MULL,
5. One share to my great nephew, RONALD WAYNE MULL,
MULL and JENNIFER LEE MULL, in equal shares. Should either of said
children not survive me, the share of the deceased child shall be
added to the other share of the living child; and should neither child
this Item II.
survive me, their shares shall be added to the other shares created in
she survives me. Should my niece, JEAN SUSAN WEDD, fail to survive
6. One share to my niece, JEAN SUSAN WEDD, providing
me, I bequeath her share to her daughter, SUSAN JEAN GAMBER, providing
she survives me.
Page 2 of 6
'.'L_'_~,..,_.___~.. __
7. One share to JOHN ALLEN COCKLIN, or to his issue,
per stirpes.
8. One share to my nephew, JOHN M. SHEEHAN, providing
h . [NO'AI DECI"',4SSt>j IO"7-Yb
e surv~ves me. q
9. One share to my great niece, NANCY BArLEY,
providing she survives me.
providing she survives me.
10. One share to my niece, MYRTLE KRAMER DINTEMAN, J.
I1lECr::A<;~=l>) /ojaa/'lf.>
Should my niece, MYRTLE 'KRAMER' iftJN~MAN,
GiEOR~
fail to survive me, I bequeath her share to her son,~RER~ DINTEMAN,
'lRf./(
.
providing he survives me.
11. One share to my sister, EDNA M. SHEEHAN, providing
she survives me.
ITEM III: With the exception of the share for JOHN ALLEN COCKLIN
in Item II.B.7, it is my intention that the bequests provided for in
Item II shall pass to the named legatees only; and, to that end, I
direct that should any of the above named legatees predecease me, his
or her share of my estate shall lapse and shall be added to and
distributed as part of the remaining shares in Item II.
ITEM IV: I appoint my Executor and his successors guardian of
any property which passes, either under this will or otherwise, to a
minor and with respect to which I am authorized to appoint a guardian
and have not otherwise specifically done so, provided that this ap-
pointment of a guardian shall not supersede the right of any fiduciary
in its discretion to distribute a share where possible to the minor or
to another for the minor's benefit. Such guardian shall have the
Page 3 of 6
power to use principal as well as income from time to time for the
minor's support and education (including college education, both
graduate and undergraduate) without regard to his or her parent's
ability to provide for such support and education, or to make payment
for these purposes, without further responsibility, to the minor or to
the minor's parent or to any person taking care of the minor.
.
ITEM V: I direct that all taxes that may be assessed in conse-
quence to my death, of whatever nature and by whatever jurisdiction
imposed, shall be paid from my residuary estate as part of the expense
of the administration of my estate.
ITEM VI: I appoint my nephew, RAYMOND E. MULL, Executor of this
my last will. Should my nephew, RAYMOND E. MULL, fail to qualify or
cease to act as Executor, I appoint my great nephew, ROBERT RAY MULL,
Executor of this my last will.
ITEM VII: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his/her duties
in any jurisdiction.
IN WITNESS WHEREOF, I, ESTHER K. KAUP, have hereunto set my hand
and seal this
~\
day of
,\,0 Jpl'-'fu?A
, 1994.
ere 0 /L-~ /"y:' *~~ I CJ
ESTHER K. KAUP
SIGNED, SEALED, PUBLISHED and DECLARED by ESTHER K. KAUP, the
Testatrix above named, as and for her Last will and Testament, and in
Page 4 of 6
... - --"''''_''''~'''''-''''''''''
the presence of us, who at her request, in her presence and in the
have subscribed our names as witnesses.
lbuJ (0.f1f.ru;A4.-/J . (b
Address
:E:"rn ~
~a-~ C4&Aj
Address
II}-
COUNTY OF CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA:
:SS:
I, ESTHER K. KAUP, the Testatrix whose name is signed to the at-
tached or foregoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
;{yL/, /~( ;4/ ~ -u/ t?
ESTHER 'K. KAUP ,
Sworn to or affirmed to and acknowledged before me by ESTHER K.
KAUP, the Testatrix, this
?-l
day of AAi'j.J-N"bt.A. , 1994.
{L~//X~dc-
Notary Public I
Page 5 of 6
tmTJl,RIAl SEAL
CDNSTANCE L KAf;U. NOTARY PU8LIC
NE1<1 CW'18EI1:.h.ND, P:\ CU~~SERLf\t--m co.
MY COMMISSION EXPIRES APRIL 13. 1995
II
11
\'
I
COMMONWEALTH OF PENNSYLVANIA
:55:
COUNTY OF CUMBERLAND
We,
Owl~ 1--\, \\tme
and
~'rn~
the attached or foregoing
the witnesses whose names are signed to
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
.
her last will; that Testatrix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
,~~~
witness
\:)6..\1'"
\-\. .f\r.A.h
acknowledged
~
lint{
before me by
Sworn to or affirmed to and
witnesses, this
9-\
day of
;nsUr~
I\J(~II~:;;. ~
Notary Public ~
and
,
NOTARIAL SEAL
CONSTM:CE L. KARU, N01~.RY PUBLIC
WEt,J r,;",:,,~q)L\'i'!D Pc'\ CUh':3ERlAi'oJO co.
~w CO;'I'tJ,I:,s'lON 't3<PiR.ES AyRIl 13. 1995
Page 6 of 6
FEB-12-02 03:33 PM MEMBERS1ST Feu INS. DEPT 7177355178
P.02
MemberslST
FEDERAL CREDIT UNION
INSURANCE DEPARTMEN'l'
5000 Louise Drive
P. O. Box 40
MechanicSburg, PA 17055
1-800-263-2328 or (717) 697-1161
REGULAR SA VINCS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance al Date of Death
Accrued Inlerest to Date of Death
Total Principal and Accrued Interest to Date of Death
Interest Earned from 111/01 to Date of Death
Name of Joint Owner
Date Joint Ownership Created
CHECKING ACCOUNT:
Account Number/SuffIX
Date Account Opened
Principal Balance at Date of Death
Accrued Interest 10 Date of Death
TOlal Principal and Accrued Inlerest to Date of Death
Interest Earned from I/l/Ol to Date of Death
Name of Joint Owner
Date Joint Ownership Created
INVESTMENT SA VINCS ACCOUNT:
Account Number/Suffix
Date Account Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Interest Earned from 111101 to Date of Deatn
Name of Joint Owner
Date Joint Ownership Created
CERTIFICA TES OF DEPOSIT:
ACCOUnt Number
Date Certificate Purchased
Principal Balance al Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest to Date of Death
Interest Earned from 111/01 to Date of Death
Maturity Datellnterest Rate
Name of Joint Owner
Date Joint Ownership Created
&t.te of: ESTHER K. KAUP
Date of Death: November 22, 2001
Social Security Number: 160-50-1073
102678 ~O
06/27/1988
$26.81
$.00
$26.81
$.00
Raymond E. Mull
06127/1988
102678 -11
OS/25/ I 999
$23,138.06
$13.91
$23,151.97
$469.35
Raymond E. Mull
OS/25/1999
102678 -05
01118/1990
$1,167.43
$,67
$1,168.10
$19.44
Raymond E. Mull
01/1811990
102678 -46 S YR
07/05/2000
$109.870.85
$450.08
$110,320.93
$6,757.95
07/04/2005/ 7. I 2 %
Raymond E. Mull
07/05/2000
185008-00
06118/1999
$25.00
$.00
$25.00
$25.00
None'
102678 -47 5 YR
07105/2000
$109,870.85
$450.08
$110,320.93
$6,757.95
07/04/2005/7.12%
Raymond E. Mull
07/05/2000
"RJT UNJON
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 12/01/2004
MULL P_AYMOND E
606 WARREN STREET
LEMOYNE, PA 17043
RE: Estate of KAUP ESTHER K
File Number: 2001-01090
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/22/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Si~cerely~ ,4 ·
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/10/2005
MULL RAYMOND E
606 WARREN STREET
LEMOYNE, PA 17043
RE: Estate of KAUP ESTHER K
File Number: 2001-01090
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 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 administration.
This filing is due by: 11/22/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
. ~
\..-
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Esther K. Kaup
Date of Death: 11-22-2001
Admin No. 21-01-1090
Will 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:
1. State whether administration of the estate is complete: Yes -K- 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~
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.
rk R. Parthemer, Esq.
cNees Wallace & Nurick
100 Pine St., P.O. Box 1166
Harrisburg, PA 17108
(717) 237-5250
Date: .;;) - j~ - 0"3
Capacity:
r-.....)
Counsel for Personat:Represe~tive;) f;~
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{A237522:}