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HomeMy WebLinkAbout04-1150 ?ETIITION FOR PROBATE and GRANT OF LETTERS st,,e ' oO l. - O 7 -" il .6'-0 also known as To': Register of Wills for the Deceased. County of in the Social Security No. ! ~ ~' -2. t,- ~ g'g'~ 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 execut named in the last wilt of the above decedent, dated ?~.,;, Z, 1 ~ Z] ,19 I c~g'l and codicil(s) dated ,~ n ~.r..~4 ~,~. I'~ ~ 2_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in(/ktm~o~-eJ ['toe, ) C'.Lond~x-,,-,go County, Pennsylvania, with (list street, number ~d muncipality) Decendent, then 7/ years of age, died 0~(.. /o , ~ '~o c* ~ Except as follows, decedent did not marry, was not ~vorced 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.) ~ personal property~p~c,~ m,~,~o) $ ff~/~q/, ~d (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ V~ue of real estate in Pennsylva~a $' situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF' PERSONAL REPRESENTATIVE CO~ONWEALTH OE PE~NS~LVAN~ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoxng petitio~re true and correct to the best of the knowledge and belief of petitioner(s) and that as person~ represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmeg and subscribed ~ c~ . ~ff before me this. ./(~ ~ . ~Yfff '~f , ~ ~ Regis,er I ! DECP~EE OF P~@~AT,E, AND GP~,NT @F L~TTE~S · _ , in consideration of t~he petition on the reverse side ~hereof, satisfac~oo' proof ,having been presented befote ~e, iT iS DECP~ED that the instrument(s) dated ~0,1~ [~[ . ~[M 0 ~ described thegn be admi=ed to probate ~d filed of }ec~rd as th[ last 0ill ~f =d Letters ~- ~e& ~v~ ~ ~ q ] ' areh~rebygrantedto~ ~<o~i~ ~n~ / X~h~',gC ~o~ Probate, Letters, Etc .......... Sho~ Certificates( ) .......... $ A~ORNEY (Sup. Ct. I.D. No.) Renunciation ................ $. $- ADD.SS TOTAL $ Filed ................................... PHONE his is to certify that the information here given is correctly copied from an original certificate of death d,,uly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illogal to duplicate this ¢oplt blt photostat or photograph. 08 '" No. ~ Date H10~ 143 Rev ~87 COMMO~L~ OF PENNSYLVANIA ' DEPAR~ENT OF H~L~ ' VITAL RECORDS ~,~,T CERTIFICATE OF DEATH .... ~ ~ 8~CKIHK 1. Jack R. Knipe, Sr ~alem,ml6g- ?fi- 2883 J~.1-6-1933 t. Middletown, m,. ~D .,.~oc~er J.~etalm GrocerYm~. m,~. ,.,~ 9 m ' ...... J..Mat~ied J.. Patricia Maqil ,. Oscar M. Burlington ~,. Emma Amelia Knipe t,,. Patricia A. Knipe ~. 297 Charles Rd Mechanic~hura Pa 17nqq !~[/~~~c~ J~,. FD-O12662-L Jz~Mver~ F.H. 37 [ Main OF ~ATH? ..... D .... ~ ....... g~n ~ M Yes ~ No ~ COMMONWEALTH OF PENSYLVANIA : : :SS: COUNTY OF DAUPHIN ' WE, ANDREW C. CLARK, AND WILLIAM E. SMITH, III, whose names are signed to the attached or forgoing instrument, being first duly sworn do hereby declare to the undersigned authority that JACK R. KNIPE, SR. signed and executed the instrument as his sole Codicil that he had signed willingly and that he executed it as Testatrix free and voluntary act for the purposes therein expressed, and that each of the wimesses, in the presence and hearing of JACK R. KNIPE, SR., signed the Codicil as wimesses and that to the best of our knowledge, he was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. SUBSCRIBED, sworn to and acknowledged before me by JACK R. KNIPE, SR. and subscribed and s..~_W_worn to me by ANDREW C. CLARK and WILLIAM E. SMITH, III, the wimesses of the ~-~y of ~ ~.~ ~ 2002. NOTA~Y pUEtZ~ t' {~ (SEAL) l Notarial Seal Diann S. Miller, Notary Public Susquehanna Twp. Daupin County GQ ,.a- _--'Tjm My Commiss on Expires Aug. 3, 2002 Member, Pennsy~vani:~ A~soci&tio- o~ Notaries C 0 D I C I L/AMENDMENT I, JACK R. KNIPE, SR. of 297 Charles Road, Cumberland County, Mechanicsburg, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare the following to be the sole Codicil to my Last Will and Testament, dated December 8, 1981. ITEM I: I hereby revoke my Codicil dated March 5th, 1992 and in lieu thereof provide as follows: I hereby nominate, constitute and appoint my son, Kevin L. Knipe, and granddaughter, Jennifer L. Noll as Co-Executors of my Last Will and Testament. In the event that either one of them should fail to qualify or refuse to serve, I then nominate, constitute and appoint the other as Executor of this my Last Will and Testament. ITEM Il: In all other respects I hereby ratify, confirm and republish my last will and Testament dated December 8, 1981, together with this sole codicil as and for my last will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 6t~ day of June 2002. KNIPE, . WE, the undersigned, hereby certify that the foregoing Codicil was signed, sealed, published and declared by the above named Testator, as and for his Codicil to his Last Will and Testament presence, and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of execution thereof, the said Testator was of sound and disposing mind and ~ RESIDING AT: 556 ELIOT DRIVE ANDREW C. CLARK HUMMELSTOWN, PA 17036 K~.33&~- ~.%~4~ RESIDING AT: 1120 ERIC DRIVE WILLIAM E. SMITH, Ill HARRISBURG, PA 171 l0 COMMONWEALTH OF PENNSYLVANIA : : :SS: COUNTY OF DAUPHIN : WE, N. TIMOTHY GUARNESCHELLI, AND THOMAS W. MCMAHON, whose names are signed to the attached or forgoing instrument, being first duly sworn do hereby declare to the undersigned authority that JACK R. KNIPE signed and executed the instrument as his sole Codicil that he had signed willingly and that he executed it as Testator free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of JACK R. KNIPE, signed the Codicil as witnesses and that to the best of our knowledge, he was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. WITNESS WI'TNE-SS- ~-/~J ..... SUBSCRIBED, sworn to and acknowledged before me by JACK R. KNIPE and subscribed and sworn to before me by N. TIMOTHY GUARNE$CHELLI and THOMAS W. MCMAHON, the witnesses on the ~day of ~3~ 1992. TERRI LYNN GULLA, Notary Public ~ SusQuehanna Twp., Daupi~in Co. C~ ¢.~:~ My C0mmi~sion Expires Aug. 1, 1992 ~'O ~ CODICIL I, JACK R. KNIPE, SR. of 297 Charles Road, Cumberland County, Mechanicsburg, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare the following as a Codicil to my Last Will and Testament, dated December 8, 1981. ITEM I. I hereby amend Item 9 of my Last Will and Testament in the following manner: I hereby nominate, constitute and appoint my sons, Jack R. ~nipe, Jr-. and Kevin L. Knipe as Co-Executors of my Last Will and Testament. In the event that either one of them should fail to qualify or refuse to serve, I then nominate, constitute and appoint the other as Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this Codicil to my Last Will and Testament dated December 8, 1981, this 5th, day of March 1992. IPE, SR. WE, the undersigned, hereby certify that the foregoing Codicil was signed, sealed, published and declared by the above named Testator, as and for his Codicil to his Last Will and Testament presence, and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of execution thereof, the said Testator was of sound and disposing mind and memory. N."rjMOT~Y~a3A~SCHELLf~ HARRISBURG, PA 17112 ~/~j~o~./ ~ ~.~ RESIDING AT: 4443 MARS AVENUE THOMAS W. MCMAHON HARRISBURG, PA 17112 LAST WILL AND TESTAMENT OF JACK R. KNIPE, SR. I, JACK R. KNIPE, SR., of Mechanicsburg, Cumberland County, Pennsyl- vania, .being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. ITEM 1. I order and direct my Executor, hereinafter named, to pay all my .just debts, funeral expenses and inheritance taxes as soon as may con- veniently be done after my decease. ITEM 2. All the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and wheresoever situate, I give, devise and bequeath unto my wife, PATRICIA A. KNIPE, in fee simple, absolutely, pro- vided that she survives my death for a period of thrity (30) days. ITEM 3. In the event my wife does not survive my death for said period of thirty (30) days, I give, devise and bequeath the following person- alty to my son, JACK R. KNIPE, ,~R. (a) 45 1-ounce Coca Cola Bottling Company "75th Anniversary" Silver Bars; (b) 5 Coca Cola Christmas Medallions; (d) Proof Set Coins: ~ st Set - 1959 through 1977 2nd Set - 1964, 1966 through 1972, 1975 & 1976 (e) 1 Wedgewood Christmas Plate ITEM 4. In the event my wife does not survive my death for said period of thirty (30) days, I give, devise and bequeath the following person- alty to my son, KEVIN KNIPE: (a) 45 1-ounce Coca Cola Bottling Company "75th Anniversary" Silver Bars; (b) 5 Coca Cola C.~ristmas Medallions; (c) 2 Bronz Coke Bars; (d) Mint Set Coins: 1st Set - 1963, 1968, 1969 & 1972 2nd Set - 1974, 1978 & 1980 (e) 1 Wedgewood C.~ristmas Plate; (f) Set of 5 Bronz Lancaster Patriot Medallions. ITEM 5. In the event my wife does not survive my death for said period of thirty (30) days, I give, devise and bequeath my silver dollars and Indianhead Pennies to my grandchildren, share and share alike. ITEM 6. In the event my wife does not survive my death for said period of thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and wheresoever situate, unto my sons, JACK R. KNIPE, JR., and KEVIN KNIPE, share and share alike. ITEM 7. In the event that either of my sons does not survive my death for period of thirty (30) days, I give, devise and bequeath his share of my estate unto his wife. If, however, my deceased son's wife is not living at the time of his death, then in that event, I give, devise and bequeath his share of my estate unto his children, share and share alike. ITEM 8. In the event that any of the beneficiaries named herein have not reached the age of eighteen (18) years at the time of my death, I hereby nominate, constitute and appoint CCNB BANK, N.A., as Trustee of such beneficiary or beneficiaries' share of my estate until such beneficiary or beneficiaries have reached the age of eighteen (18) years. (2) ITEM 9. I hereby nominate, constitute and appoint my brother~in-law, CHARLES MAGILL, to be Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I, JACK R. KNIPE, SR., have hereunto set my hand and seal, this ~ day of ~ , A.D., 1981. JACK R. KNIPE, SR. SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, and in his presence and in the presence of each other have hereunto subscribed our names as witnesses thereto, the day and year aforesaid. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 KNIPE KEVIN LEON 23 STILES DRIVE MARYSVILLE, PA 17053 RE: Estate of KNIPE JACK RUSSELL SR File Number: 2004-01150 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/26/2005 Your prompt attention to this matter will be appreciated. Thank You. S:i:~y~ ~ GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 02/28/2005 NOLL JENNIFER LEE 2446 WALNUT BOTTOM ROAD CARLISLE, PA 17013 RE: Estate of KNIPE JACK RUSSELL SR File Number: 2004-01150 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.6 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing is due by: 03/26/2005 Your prompt attention to this matter will be appreciated. Thank You. Jj;;:~~ GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent Date of Death WiI1 No. Jack Russell Knipe, Sr 12/10/04 01150-2004 To the Register: I hereby certifY that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 9. 2005. Name Address Patricia R. Knipe, 297Charles St., Mechanicsburg, P A 17055; Jack R. Knipe, III, Pike Motel, 1121 Harrisburg Pike, Cottage #12, Carlisle, PA 17013; Kevin Leon Knipe, 23 Stiles Dr., Marysville, PA 17053; and Jennifer Lee Noll, 2446 Walnut Bottom Rd., Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: March 9. 2005 Ac2Lj/ Kevin Leon Knipe 23 Stiles Dr., Marysvil1e, P A 17053 ~~/1':~VG~Q fliGJZi J ifer Lee 011 2446 Walnut Bottom Rd., Carlisle, PA 17013 Capacity: X Personal Representatives ;..J o F:\HOMEIBJW\DOCSIKNIPE\CERT56.WPD iEV. 1500 EX +(6-00) 1) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W o W o W o DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Knipe, Jack R. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) OFFiCIAL iJSE ONl.Y FILE NUMBER 21 04 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 01150 NUMBER 12/10/2004 01/06/1933 168-26-2883 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 200-24-1665 D 3, Remainder Retum (date of death prior to 12-13-82) D 5, Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) l!:! lIl::!Ul oO::lIl: w...o :J:OO 00::.... ...ca !It (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) Knipe, Patricia A. ~ 1. Original Return D 4. Limited Estate ~ D 2. Supplemental Return 6. Decedent Died Testate (Attach copy of Will) 9, Litigation Proceeds Received 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach copy ofTrust) 10, Spousal Poverty Credit (date of death between 1 - - ,I- UlZ l:! ~ IRM NAME (If applicable) O::z 8 ~ Cunningham & Chernicoff ELEPHONE NUMBER 717/238-6570 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) z o ~ .... ~ ~ o w 0:: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 2320 North Second Street Harrisburg, PAl 711 0 (1 ) None (2) None (3) None (4) None (5) 62.40 (6) None (7) 52,884.46 \' ~~..; r"') o 11. Total Deductions (total Lines 9 & 1 0) 12. Net Value of Estate (Line 8 minus Line 11) (8) 52,946.86 (9) (10) (11 ) (12) 52,946.86 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 52,946.86 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, 52,946.86 x .00 (15) or transfers under Sec. 9116(a)(1.2) z .045 (16) 0 16. Amount of Line 14 taxable at lineal rate x ~ ::> (17) ... 17.Amount of Line 14 taxable at sibling rate x .12 :Ii 0 0 ~ 18. Amount of Line 14 taxable at collateral rate x .15 (18) I- 19. Tax Due (19) 0.00 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 297 Charles Rd. CITY Mechanicsburg I STATE PA I ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT ~~ll . .11. -1It~'1J~ilt.;. ~ 1 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.................................................................................. ~ e :.' ;:::~ :~e~;~i~~=~s:~~~::;:;..~.~.~.'~.~~~.~~~. :.~~.~~:.~~~~~~~~.~. .~.~.i.~~.~.~.~~~:....::::::::::::..::::::::::::::::::::: 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?..................................................................................................................... ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 0.00 0.00 0.00 II Under penalties of peljury. I declare that I have examined this retum. including accompanying schedules and statements. and to the best of my knowledge and belief. it is true. correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has an knowled e. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Kevin Leon ipe 23 Stiles Dr. Marysville, P A 17053 DATE ADDRESS lit fO/OJ DATE ADDRESS 2446 Walnut Bottom Rd. Carlisle, P A 17013 /1- '"dQ .-tJ!J . DA //-]O-o} ------ 2320 North Second Street Harrisburg, P A 17110 For dates of death on or after July 1, 94 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving Spouse is3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exempt 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 if 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 parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%. except as noted in 72 P.S. 99116 1.2) [72 P.S. 99116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Knipe, Jack R. I FILE NUMBER 21 - 04 - 01150 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER 1 Savings Bond EE 0687793013 DESCRIPTION VALUE AT DATE OF DEATH 62.40 TOTAL (Also enter on Line 5, Recapitulation) 62.40 . . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Knipe, Jack R. FILE NUMBER 21-04-01150 ITEM NUMBER This schedule must be completed and filed if the answer to any of questions 1 throl!9h 4 on page 2 is yes. DESCRIPTION OF PROPERTY Include the name of the transferee, their relalionship to decedent and the date of transfer. Attach a copy of the deed for real estate. DATE OF DEATH % OF DEe's EXCLUSION VALUE OF ASSET D (IF APPLICABLE) INTEREST TAXABLE VALUE The Vanguard Group-IRA #9974823851, Wife, Patricia A. Knipe, beneficiary 52,884.46 100% 52,884.46 TOTAL (Also enter on line 7, Recapitulation) 52,884.46 .. , REV-1513 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Knipe, Jack R. I FILE NUMBER 21 - 04 - 01150 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Patricia A. Knipe Wife All 297 Charles Rd. Mecahnicsburg, P A 17050 Enter dollar amounts for distributions shown above on lines 15 through 18. 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET LAST WILL AND TESTAMENT OF JACK R. KNIPE, ~R. I, JACK R. KNIPE, SR _, of Mechanicsburg, Cumber land County, Penllsyl- v61nia I being of sound and disposing mind, memory and understanding, do hen..by make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. ITEM 1. I order i.md direct my Executor, hereinafter named, to PdY all my just debts, funeral expenses and inheritance taxes as soon .:is mdY con- veniently be done after my decease. ITEM 2. All the rest, residue and remainder of my estate, n!a], personal dnd mixed, of whatsoever kind and wheresoever situate, 1 give, devise J.nd bequeath unto my wife, PATRICIA A. KNIPE, in fee simple, absoluteJy, pru- vided that she survives my death for a period of thrity (3D) days. ITEM 3. In the event my wife does not survive my death for said period of thirty (30) days, I give, devise and bequeath the following person- alty to my son, JACK R. KNIPE, ,JR.: (a) 45 l-ounce COCd Cola Batt] ing Company "75th Anniversary" Silver Bars; (b) Coca Cola Christmas Medallions; fe) Branz Coke Bars; fd) Proof Set Coins: 1st Set - 1959 through 1977 2nd Set - Z964, 1966 thzVUyJl 1972, 1975 & 1976 (~) Wedgewood Christmas Pl~te I'I'EM 4. In the event my wife does not survive my death for said period of thirty (30) Joys, I givf:, devise and bequeath the followinq pcrson- d i t Y to lilY son, KEVIN KNIPE.': - (a) 45 i-ounce Coca Cola Bortling Company "75th Anniversary" Silver Bars; (b) 5 Coca Cola Christmas Medallions; (e) 2 Branz Coke Bars; (d) Mint Set Coins: 1st Set - 1963, 1968, 1969 & 1972 2nd Set - 1974, 1978 & 1980 (e) 1 Wedgewood Christmas Plate; (f) Set of 5 Branz Lancaster Patriot Medallions. I'l'EM 5. In the event my wife does not survive my death for said period of tldrty (30) days, I give, devise and bequeath my silver dollars and Indianhead Pennies to my grandchildren, share and share alike. ITEM 6.. In the event my wife does not survive my death for said period of thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and wheresoever situate, unto my sons, JACK R. KNIPE, JR., and KEVIN KNIPE, share and share alike. ITEM 7. In the event that either of my sons does not survive my death for period of thirty (30) days, I give, devise and bequeath his share of my estate unto his wife. If, however, my deceased son's wife is not living at the time of his death, then in that event, I give, devise and bequeath his share of my estate unto his children, share and share alike. ITEM 8. In the event that any of the beneficiaries named herein have not reached the age of eighteen (18) years at the time of my death, I hereby nominate, constitute and appoint CCNB BANK, N.A., as Trustee of such beneficiary or beneficiaries' share of my estate until such beneficiary or beneficiaries: have reached the age of eighteen (18) years. (2) . I'l'EM 9. I hereby nominate, constitute and appoint my brother-in-Jdw, CliJ.T?LE8 MAG.ILL, to be Executor of this my Last Will and Testament. IIV WITNESS WHEREOF, I, JACK R. KNIPE, SR., have lk'reunto set my hand and seal, this rJ~ day of 4<!!~~ ~ ,A.D., 1981. I '/ ,;" / ~' /f litl- </..: ,lACK R. KNIPE, SR. / (SeAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testator, as dnd for his Last Wi 11 and Testament, in the pres(.:>nce of us I who, at his request, and in his presence and in the presence of each other have hereunto subscribed our names as witnesses thereto, the day and year aforesaid. / //;::/ // witJe~s . /:/(1 ,'(\,I'/J I' " ,/ 'I Address .j I ~. fCL~ Wi tness / t. ~ 1'- . ~..a-..,~;, ~_ '1'lrdress - COD I C I L I, JACK R. KNIPE, SR. of 297 Charles Road, Cumberland County, Mechanicsburg, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare the following as a Codicil t~my Last Will and Testament, dated December 8, 1981. ITEM I. I hereby amend Item 9 of my Last Will and Testament in the following manner: I hereby nominate, constitute and appoint my sons, Jack R. Kn-ipe,Jr. and Kevin L. Knipe as Co-Executors of my Last Will and Testament. In the event that either one of them should fail to qualify or refuse to serve, I then nominate, constitute and appoint the other as Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this Codicil to my Last Will and Testament dated December 8, 1981, this 5th, day of March 1992. .~ ^ /~~/'~' Ye JACK R. KNIPE, SR. WE, the undersigned, hereby certify that the foregoing Codicil was signed, sealed, published and declared by the above named Testator, as and for his Codicil to his Last Will and Testament presence, and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of execution thereof, the said Testator was of sound and disposing mind ~:;~,~. N. TIMOTHY SCHELLI /' - / ' /1:/1 1/1 / / : ,', I..t t.~) r.,-./ /1 /~ /1; !:-A ,_<---' THOMAS W. MCMAHON RESIDING AT: 4504 CARROLLTON DRIVE HARRISBURG, PA 17112 RESIDING AT: 4443 MARS AVENUE HARRISBURG, PA 17112 - COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN :3S: WE, N. TIMOTHY GUARNESCHELLI, AND THOMAS W. MCMAHON, whose names are signed to the attached or forgoing instrument, being first duly sworn do hereby declare to the undersigned authority that JACK R. KNIPE signed and executed the instrument as his sole Codicil that he had signed Willingly and that he executed it as Testator free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of JACK R. KNIPE, signed the Codicil as witnesses and that to the best of our knowledge, he was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. '~.'" 11: Y7 jl , /z ll~l tic.? {t,' /1-" ~ t.\.--.- WITNESS J! r.1JJ.~~// WITNESS SUBSCRIBED, sworn to and acknowledged before me by JACK R. KNIPE and subscribed and sworn to before me by N. TIMOTHY GUARNESCHELLI and THOMAS W. MCMAHON, the witnesses on the ~ day of \Y)A~ 1992. ~t. 0>,,};J (S ) NOT ARtAL SEAL TERRI LYNN GULLA. NOl<lry Public Susouehanna Twp.. Dauphin Co. My CommISSion F.J<~"es Aug. 1, 1992 - COD I C I UAMENDMENT I, JACK R. KNIPE, SR. of297 Charles Road, Cumberland County, Mechanicsburg, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare the following to be the sole Codicil to my Last Will and Testament, dated December 8, 1981. ITEM I: I hereby revoke my Codicil dated March 5th, 1992 and in lieu thereof provide as follows: I hereby nominate, constitute and appoint my son, Kevin L. Knipe, and granddaUghter, Jennifer L. Noll as Co-Executors of my Last Will and Testament. In the event that either one of them should fail to quality or refuse to serve, I then nominate, constitute and appoint the other as Executor of this my Last Will and Testament. ITEM IT: In all other respects I hereby ratity, confirm and republish my last will and Testament dated December 8, 1981, together with this sole codicil as and for my last will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 6th day of June 2002. tk...L. ~ ~ S /;' $CK R. KNIPE, SR. WE, the undersigned, hereby certity that the foregoing Codicil was signed, sealed, published and declared by the above named Testator, as and for his Codicil to his Last Will and Testament presence, and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certity that at the time of execution thereof; the said Testator was of sound and dispOSing mind and M~~~ ANDREW C. CLARK RESIDING AT: 556 ELIOT DRIVE HUMMELSTOWN, PA 17036 w ~u... 't.~~ ~ WILLIAM E. SMITH, III RESIDING AT: 1120 ERIC DRIVE HARRISBURG, P A I7I 10 - COMMONWEAL TH OF PENSYL VANIA COUNTY OF DAUPHIN :SS: WE, ANDREW C. CLARK, AND WILLIAM E. SMITH, III, whose names are signed to the attached or forgoing instrument, being first duly sworn do hereby declare to the undersigned authority that JACK R KNIPE, SR signed and executed the instrument as his sole Codicil that he had signed willingly and that he executed it as Testatrix free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of JACK R KNIPE, SR, signed the Codicil as witnesses and that to the best of our knowledge, he was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~y~~- 'W~ ~.~~ WITNESS SUBSCRIBED, SWorn to and acknowledged before me by JACK R KNIPE, SR and subscribed and sworn to me by ANDREW C. CLARK and WILLIAM E. SMITH, III, the witnesses of the ~y of ~2002. ;{Jam~;~ NOTARY P (SEAL) . Notarial Seal I S Olann S. Miller, Notary Public M .usquehanna Twp., Oaupin County ~ CommIssIon Expires Aug. 3, 2002 Member, PsnnSYlvanll ,1:;~0Cl".~iO"" 'Jt ,~loranes - ~aving.s Bond Calculator - Page 1 of] Value As Of /12/2004 Bond Info Series / EE Bonds Denomination Serial Number Issue Date ..:J $1100 i1 Results # Bonds Total Price Total Interest Total Value YTD Interest 1 $50.00 $12.40 $62.40 $2.08 Issue Interest Next Final Serial Number Issue Date Series Denom Price Interest Value Rate Accrual Maturity Note 0687793013 06/1999 EE $100 $50.00 $12.40 $62.40 3.25% 01/2005 06/2029 [1111 le end Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator r r r r Ittp://wwws.publicdebt.treas.gov/BC/SBCPrice 11/29/2005 - ~'-,: .. - ~..._ .......l.. . '. .. ~ -'.- . \ '--.'/ 0" ..,.,- .\ <: J[ ~ : -- THEVanguard:JROUB. March 22, 2005 Mrs. Patricia A. Knipe 297 Charles Road Mechanicsburg,PA 17050-3002 Re: Estate of Jack R. Knipe Dear Mrs. Knipe: Please accept our sincere condolences on the loss of your husband, Jack Knipe. I can understand this may be a difficult time for you. As you requested, I am sending a valuation of Mr. Knipe's account as of December 10, 2004. J k R Kn' R II IRA A t N 9974823851 ac , Ipe- 0 over cc 0: Name of Fund Shares Share Accrued Principal Balance as CUSIP Owned Price Interest of 12/10/204 Prime Money Market 52,858.550 $1.00 $25.91 $52,858.55 $52,884.46 CUSIP No: 922906201 *=Linked to VBS Acct No: 49V771710-No assets in this account on 12/10/04 If you require additional information, please feel free to contact me at 1-800-345-1344, extension 7684. Flagship's business hours are Monday through Friday from 8 a.m. to 10 p.m. and Saturdays from 9 a.m. to 4 p.m. Eastern time. Sincerely, Sergei Skiba Registered Representative Correspondence Number 20032948 Vanguard@ FlagshipTM Service Post Onicc Box lIO" Valley Forgc, Pennsylv,lIlia [()482-n03 Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Knipe, Jack R. also known as Jack Russell Knipe, Sr., Jack R. Knipe, Sr. , Deceased No. 21-04-01150 Date of Death 12/10/2004 Social Security No. 168-26-2883 Kevin Leon Knipe Jennifer Lee Noll The 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 located 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 the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. l!We verify that the statements made in this Inventory are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Bruce 1. Warshawsky Signature: 1.0. No.: 58799 Signature: Signature: Address: 2320 North Second Street Harrisburg, PAl 711 0 Address: 23 Stiles Dr. Marysville, P A 17053 Telephone: 717/238-6570 Telephone: 717-957-2728 Dated: Personal Property Savings Bond EE 0687793013 62.40 Total Personal Property $62.40 i'j 1-'.71!Jd (, '0, ". 1- (Attach additional sheets if necessary) r'-,,'+'_--.'-i $62.40 - L~ ,. c:) , \.U, ~" LJ__ ~ . ' C' C:' Ll , ' (~: C; c:) 11. c:~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent Date of Death Will No. Jack Russell Knipe, Sr 12/10/04 01150-2004 To the Register: I hereby certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March.1,2005. Name Address Patricia A. Knipe, 297 Charles Road, Mechanicsburg, P A 17050; Jack R. Knipe, III, Pike Motel, 1121 Harrisburg Pike, Cottage # 112, Carlisle, P A 17013; Kevin Leon Knipe, 23 Stiles Dr., Marysville, PA 17053; and Jennifer Lee Noll, 2446 Walnut Bottom Rd., Carlisle, P A 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: MarctJJ, 2005 /,/ 42 //(. (;2-cV~ Kevin Leon Knipe 23 Stiles Dr., Marysville, P A 17053 Capacity: X Personal Representatives en I~~ ... " ' '" >.,,-; 0- ~~- ...> "-- . ,~..~, c~-=--" ~~ -' c_~ c;--.l .J> F:\HOME\BJW\DOCS\KNIPE\CERT56.WPD 01-30-2006 KNIPE SR 12-10-2004 21 04-1150 CUMBERLAND 101 APPEAL DATE: 03-31-2006 (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 ~~!_~~9~9_!~~~_~~~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JACK R FILE NO. 21 04-1150 ACN 101 BUREAU OF INDIVIDUAL TAXES . INHERITANCE TAX DIVISION PO BOX 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 ',' ; DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BRUCE J WARSHAWSKY CUNNINGHAM 8 CHERNICOF 2320 N 2ND ST HBG PA 17110 ESTATE OF KNIPE SR REV-1547 EX AFP (06-05) JACK R TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED DATE 01-30-2006 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) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets U) (2) (3) (4) (S) (6) (7J .00 .00 .00 .00 62.40 .00 52,884.46 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 Ul) (2) (3) (4) NOTE: If an assessment was issued previously, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal rate (IS) 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 TAX CREDITS: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 52,946.86 00 52,946.86 .00 52,946.86 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. ... .~... ,,~"'.. . (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 52,946.86 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = (9)= · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 .00 ( 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.) pt STATUS REPORT UNDER RULE 6.12 Name of Decedent Date of Death Will No. Jack R. Knipe~ Sr. 12/10/2004 Admin No. 21-04-01150 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 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? Y~ No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: in interest? c. Did the personal representative state an account informally to the parties 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: ~J~:l J ;tOO~. ~~J7J~ Name Jennifer Lee Noll Address 2446 Walnut Bottom Road Carlisle~ PAl 7013 ('111-) ;'1./1- 5~7t Telephone Capacity: X Personal Representative Counsel for Personal Representative F:\HOME\BJW\DOCS\KNIPE\612BFORM. WPD ".,. .. f~j 1. .,. , ....-- ~'\~ ) ......~//' STATUS REPORT UNDER RULE 6.12 Name of Decedent Date of Death Will No. Jack R. Knipe. Sr. 12/10/2004 Admin No. 21-04-01150 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 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. Date: 1))7 ~j '~~tE~ 0~ Name Kevin Leon Knipe Address 23 Stile Dr. Marysville. P A 17053 Telephone (717) 957-2728 Capaci ty: X Personal Representative Counsel for Personal Representati ve !J J Bjw\docs\fonns\estatead\612fofnl (JJ