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
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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
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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)
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(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 - -
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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)
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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
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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
'/ ,;"
/
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,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.
/
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witJe~s .
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Address .j I
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'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
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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
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11/29/2005
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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, ".
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(Attach additional sheets if necessary)
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$62.40
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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
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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
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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
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