HomeMy WebLinkAbout02-0340Register of Wills of
Estate of Patricia K.
also known as
Michael E. Alleman
Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Alleman No. ~,1 "0~1~." ~l~qO
, Deceased Social Security No. 186 - 34- 2508
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
(COMPLETE 'A' or 'B' BELOW:)
~'~ A. Probate and Grant Testamentary aver execut or
of
Letters
and
that
Petitioner(s)
is/are
the
the Decedent, dated 08/15/1989 and codicil(s) dated None
None
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
None
B. Grant of Letters of Administration
(c.ta.;' d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
Name Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
County, Pennsylvania with his/her last family
or principal residence at 409 Mt. Allen Drive, Upper Allen Township
(list street, number, and municipality)
Decedent, then 61 years of age, died 03/24/2002 at Mechanicsbur~;, PA
Decedent 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
(Location)
76,400.00
123,600.00
situated as follows: 409 Mt. Allen Drive, Upper Allen Township, Mechanicsbur~, Cumberland
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the appropriate form to the undersi~lned:
I Si~lnature Typed or printed name and residence
Michael E. Alleman
~_f~ ~L~. ~'..~.~.~,-~,_~t 1152 Rossmoyne Road, Mechanicsbur~, Pa 17055
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc,
Form RW-1 (1991)
21-02-340
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~ day of
For the Register r, Ju~'~
Mich'~el E. Alleman - ~
No. 21-02-340
Estate of Patricia K. Alleman Deceased
Social Security No: 186- 34- 2508 Date of Death: 03/24/2002
AND NOW, APRTT, 3, 2DO? __, in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary [~
Of
Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to Michael E. Alleman
in the above estate and that the instrument(s) dated 08/15/1989
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........... $
Short Certificate(s) ..... $
Register of Wills
9.00
Attorney: Donna M. Mullin, Esquire
I.D. No: 30392
JAMES, SMITH, DURKIN & CONNELLY
6.00 Address: 134 Sipe Avenue
Hummelst own, PA 17036
5.00 Telephone: 717/533-3280
Renunciation ........ $
Affidavits ( ) .... $
Extra Pages (
Codicil ........... $
JCP Fee .......... $
Inventory .......... $
Other ........... $
TOTAL ......... $
Prepared by the Pennsylvania Bar Association
FILED APRIL 3, 2002
MAILED LETTERS TO ATTORNEY APRIL 3,
Copyright (c) 1996 form software only CPSystems, Inc.
2002
Form RW-1 (1991)
21-02-340
LAST WILL AND TESTAI~EN~T OF PATRICIAK. ALLE~fAN
I, PATRICIAK. AIJ.ENAN, of the Township of Upper Allen, County
of Cumberland and State of Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this my
Last Will and Testament, hereby revoking and making void any and all
prior Wills by me at any time heretofore made.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the same can be conveniently done.
0
I give, devise and bequeath all the rest, residue and remainder
of my estate, real, personal and mixed, whatsoever and wheresoever the
same may be situate, to my three (3) sons, to wit, MICHAEL E. ALLEMAN,
BRADFORD J. ALLE~iAN and TIMOTHY L. ALLErgeN, share and share alike, per
stirpes.
For the purpose of facilitating the settlement and distribution
of my estate, I authorize and empower my Executor, hereinafter named, to
sell any and all real estate which I may own at the time of my decease,
as well as my personal property, at either public or private sale or
sales.
-1-
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
SS.
I, PATRICIAK. ALLEF~A_N , the testatrix
whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed, for the purposes therein contained.
day of
Sworn and affirmed to and acknowledged before me by
PATRICIAK, ALLE~LAN , the testa~ix , this l~th
August , A. D. 1989.
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
SS.
NOTARIAL SEAL
MARY $. I~B~NSON, I~TARY PUbLiC
HECHAN~CSBURG B~RO. CUI4BERLAND CO.
Cemmtsston Exptres Sept. 21, 19~1
We, the undersigned, J. ROBERT STAUFFER
and JOHl~H. EAKIN , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat rix , PATRICIAK. ALLEM. AN , sign and exe-
cute the instrument as h~her Last Will and Testament; that the
said testat rix , PATP, ICIAK. AIJ.EF~AIq , executed it as
h~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; and that to the best of our knowledge, the
testat rix was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
Sworn and subscribed to befor/~/ '~ ~~~
me this 15thday of
August , 1989.
NOTARIAL SEAL
MARY S. II#INSM, NtTARY PIJ~I. IC
MECHANXCSBURG ~RO. CUMBERLAND CO.
C....tssten Expires Sept. 21, 19i)1
-3-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.
To the Register:
PATRICIA K. ALLEMAN
March 24, 2002
Adm. No. 2002-0034{)
I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April
8, 2002.
NalTle
Timothy L. Alleman
Address
409 Mt. Allen Drive
Mechanicsburg, PA 17055
Bradford J. Alleman
300 Manchester Road
Camp Hill, PA 17011
Michael E. Alleman
1152 Rossmoyne Road
Mechanicsburg, PA 17055
Notice has now been given to all personal entitled thereto under Rule 5.6(a) except
Date: (//'- "~'- O ~
Signature ~ ~q. ~
Name Donna M. Mullin
Address 134 Sipe Avenue
Humanelstown, PA 17036
Telephone ( 717 ) 533-3280
Capacity: Personal Representative
X Counsel for Personal
Representative
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
REV-1500
INHERITANCE TAX RETURI
RESIDENT DECEDENT
OFFICIAL USE ONLY
Iq- 5"
FILE NUMBER
21-02-0340
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Alleman Patricia K. 186-34-2508
E
C
E
D
E
N
T
DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-OD-YEAR)
03/24/2002 03/17/1941
(IF APPLICABLE) SURV VING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
CAPB
HpRL
EpIO
cRAC
~oTK
" ES
cg
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
4. Limited Estate · Future lnterest Compromise (date of death after lZ-1Z-8Z)
6. Decedent Died Testate Decedent Maintained a Living Trust 0
(Attach copy of Will) (Attach copy of Trust)
~ 9. Litigation Proceeds Received ~ 10. SpousaIPoverty Credit [----]
(date of death between 12-31-91 and 1-1-95)
NAME
Donna M. Mullin Esq.
FIRM NAME (If Applicable)
JAMES, SMITH, DURKIN
TELEPHONE NUMBER
717/533 -3280
& CONNELLY, LLP
2.
3.
4.
R 5.
E
C
A 6.
P
T
U 7.
L
A
T 8.
I
O 9.
N 10.
11.
13.
14.
C
O
M
T
I
O
N
Real Estate (Schedule A) (1)
Stocks and Bonds (Schedule B) (g)
Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
Jointly Owned Property (Schedule F) (6)
[] Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
Total Gross Assets (total Lines 1-7)
Funeral Expenses & Administrative Costs (Schedule H) (9)
Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
Total Deductions (total Lines 9 & 10)
Net Value of Estate (Line 8 minus Line 11 )
(date.of death
3. Remainder Return prior to 1Z-13-8Z)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch O)
COMPLETE MAILING ADDRESS
134 Sipe Avenue
Hummelstown, PA 17036
123,610~.~'0
OFFICIAL USE ONLY
6,334 ;/25
None
None
22,947.66
None
138,829.04
16,506.93
14,760.27
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
(8) 291,720.95
(11) 31,267.20
(12) 260,453.75
(13)
(14) 260,453.75
X .0 0 (15)
260,453.75 X .0 45 (16) 11,720.42
X .12 (17)
X .15 (18)
19. Tax Due (19) 11,720.42
Copyright (c) P000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
409 Mt. Allen Drive
CITY
Mechanic sbur~
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
;). Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable D. Interest
E. Penalty
STATE
?A
ZIP
17055
(1)
11,720.42
586.02
Total Credits ( A + B + C ) (2)
586.02
11,134.40
11,134.40
Total Interest/Penalty ( O + E ) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~
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?
;). If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ ~ ~]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. r~ ~
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 all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR F~LING RETURN Michael E. Alleman
__ _5_2_ _u_ _o _d_ ..........................
Mechanicsbur~, PA 17055
JAMES, SMITH, DURKIN & CONNELLY, LLP
SIGNATURE OF PREPA'i~F'ER OTHER THAN REPRESENTATIT~['
DATE
DATE
' Hummelstown, PA 17036 ....................
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 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%
[7;) 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 7;) P.S. 9116(1.2)
[7;) P.S. 9116(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. 9116(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.
Copyright (c) Z000 form software only The Lackner Group, inc. Form REV-1500 EX (Rev. 6-00)
REV- 150Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Patricia K. Alleman SS~
SCHEDULE A
REAL ESTATE
186-34-2508 03/24/2002
FILENUMBER
21-02-0340
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts, Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
Real Estate situate at 409 Mount Allen Drive, Upper Allen
Township, Mechanicsburg, Cumberland County, Pennsylvania - County
Assessed value
VALUE AT DATE
OF DEATH
123,610.00
TOTAL (Also enter on line 1, Recapitulation) 123,610.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX {Rev. 1-97)
REV- 1503 EX + (1-97)
COMMONWEALTHOFPENNSYLVANIA
INHERITANCETAXRETURN
RESIDENTDECEDENT
ESTATE OF
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
Patricia K. Alleman SS# 186-34-2508 03/24/2002 21-02-0340
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION UNITVALUE
OF DEATH
1 481.148 shares American Express Account #01315111506 8.01 3,854.00
3 002; Mutual fund in decedents name individually;
Opened 6/1998; beneficiaries are three children in
equal shares
2 281.207 shares American Express - Account #01435111506 8.82 2,480.25
9 002; Mutual fund in decedents name individually;
Opened 6/1998; beneficiaries are three children in
equal shares
TOTAL(Alsoenteronline2, Recapitulation) 6,334.25
(If more space m needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-I$03 EX (Rev. 1-97)
REV- 1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Patricia K. Alleman SS# 186-34-2508 03/24/2002 21-02-0340
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
2
3
4
5
6
7
DESCRIPTION
2001 PA Department of Revenue - income tax refund
Bookspan - disablity pay deposited after death
Bookspan - Medical insurance premium refund
Hartford - Disability check received after death
IDS Life Insurance Company - home care premium refund
Ohio Casualty Group - auto insurance premium refund
PNC Bank - Certificate of Deposit #21001029662; Opened 4/15/1995
held in decedent's name individually
Accrued interest on item 7 to date of death
1999 Pontiac Grand Am - Kelly Blue Book Trade In Value
VALUE AT DATE
OF DEATH
109.00
107.50
108.72
615.30
1,302.12
80.43
15,000.00
24.59
5,600.00
TOTAL (Also enter on line 5, Recapitulation) $ 22,947.66
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1510 EX + (1-97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Patricia K. Alleman SS# 186-34-2508 03/24/2002 21-02-0340
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFERE~THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 American Express - Account 55,181.44 55,181.44
#93003115768 6 004; Annuity
decedent's name
individually; Opened
6/1998; Primary
beneficiaries are three
children in equal shares
2 American Express Account 29,245.86 29,245.86
#93004079545 6 004; Annuity
decedent's name
individually; Opened
6/1998; Primary
beneficiaries are three
children in equal shares
3 American Express Account 2,854.14 , 2,854.14
#93106564253 6 004; Annuity
decedent's name
individually; Opened
6/1998; Primary
beneficiaries are three
children in equal shares
4 Bookspan - 401(k) Savings 47,292.01 47,292.01
Plan death benefit to
non-spousal beneficiaries,
all sons to share equally
5 PNC Bank - Checking Account 2,164.64 100.00~ 3,000.0£
#5001870799; Ownership
established 3/20/2002; held
jointly with son, Michael
Alleman but created within
1 year of death from an
account held in decedent's
name individually
6 PNC Bank Savings Account 4,255.59 4,255.59
#5030076906; Ownership
established 3/20/2002; held
TOTAL(AIsoenteronline7, Recapitulation) $ 138,829.04
(If more space ms needed, insert additional sheets of the same s~ze)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97)
Estate of: Patricia K. Alleman
Soc Sec #: 186-34-2508
Date of Death: 03/24/2002
Continuation of Schedule G
(Inter-Vivos Transfers & Misc. Non-Probate Property)
Item Description of Property Date of Death % Decd Exclusion Taxable Value
# Value of Asset Intrst
jointly with son, Michael
Alleman but created within
1 year of death from an
account held in decedent's
name individually
REV- 1511 EX + (1-97)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Patricia K. Alleman SS~/ 186~34-2508 03/24/2002 21-02-0340
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1
2
3
4
2
3
4
5
FUNERALEXPENSES:
Cumberland Valley Memorial Garden ~ Memorial
First Christian Church - funeral service
JoAnn Haubert, Caterer - funeral service
Myers Funeral Home, Inc. funeral home bill
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
State Zip
Attorney's Fees JAMES, SMITH, DURKIN & CONNELLY, LLP
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Timothy L. Alleman
Street Address 409 Mt. Allen Drive
City Mechanicsbur~ State PA Zip 17055
Relationship of Claimant to Decedent S on
Register of Wills
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law Journal - estate notice
Recorder of Deeds Filing fee for Disclaimer
Recorder of Deeds Filing fee for Deed
Reserve for additional administration expenses
The Patriot News - estate notice
2,444.00
150.00
130.00
7,304.00
2,000.00
3,500.00
255.00
75.00
14.00
26.50
500.00
108.43
TOTAL (Also enter on line 9, Recapitulation) $ 16,506.93
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97)
Estate of: Patricia K. Alleman
Soc Sec #: 186-34-2508
Date of Death: 03/24/2002
Continuation of Schedule H-B2
(Attorney's Fees)
Item Description
Amount
James, Smith, Durkin & Connelly, LLP - Attorney fees
2,000.00
2,000.00
Estate of: Patricia K. Alleman
Soc Sec #: 186-34-2508
Date of Death: 03/24/2002
Continuation of Schedule H-B4
(Probate Fees)
Item Description
Amount
1 Register of Wills
probate fee
255.00
255.00
REV-151Z EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RES[DENT DECEDENT
ESTATE OF
Patricia K. Alleman
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS# 186-34-2508 03/24/2002
FILE NUMBER
21-02-0340
Include unreimbursed medical expenses.
ITEM
NUMBER
3
4
5
6
7
8
9
10
Copyright (c) 1996 form software only CPSystems, Inc.
DESCRIPTION AMOUNT
Bookspan - Medical insurance premium payment (check written prior 108.72
to death but not paid until after death)
Greensward Turf Care Lawn care (check written prior to death 41.21
but not paid until after death)
Jose E. Misas, M.D. - medical bill 15.00
Jose E. Misas, MD - bill 44.65
Marlin A. Yohn, Sr. Treasurer - 2002 County Real Estate Taxes 300.42
Marlin A. Yohn, Sr. Treasurer - 2002 Per Capital Taxes (check 9.80
written prior to death but not paid until after death)
Pinnacle Health Hospitals medical bill 25.00
Pinnacle Health Hospice - final payment 300.00
PNC Bank Bank Mortgage #40 01 0008108759080; held in decedent's 13,813.69
name individually
U.S. Bank Credit card payoff check (check written prior to 101.78
death but not paid until after death)
TOTAL (Also enter on line 10, Recapitulation) $ 14,760.27
(If more space is needed, inse~ add~ional sheets of the same size)
Form REV-1512 EX (Rev. 1-9~
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIAR lES
{NHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Patricia K. Alleman SS~/ 186-34-2508 03/24/2002
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116~1.Z)]
Bradford J. Alleman
300 Manchester Road
Camp Hill, PA 17011
NUMBER
II.
Michael E. Alleman
1152 Rossmoyne Road
Mechanicsburg, PA 17055
Timothy L. Alleman
409 Mt. Allen Drive
Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Son
S on
Son
FILE NUMBER
21-02-0340
AMOUNT OR SHARE
OF ESTATE
1/3 of residue
1/3 of residue
100% of real
estate and 1/3
of the residue
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - 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)
Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
T.AMT T~FrT.I'. ~ TESTA~ OF PATI~ICIA K. AT.T.'ISfA'~
I, PATILICIAK. ATJ.EMAN, of the Township of Upper Allen, County
of Cumberland and State of Pennsylvania, being of sound and disposing
mind, memory and understanding, do make, publish and declare this my
Last Will and Testament, hereby revoking and making void any and all
prior Wills by me at any time heretofore made.
I direct the payment of all my just debts and funeral expenses
as soon after my decease as the same can be conveniently done.
I give, devise and bequeath all the rest, residue and remainder
of my estate, real, personal and mixed, whatsoever and wheresoever the
same may be situate, to my three (3) sons, to wit, 14IC~A~. E.
B]IAI)FOPd) J. AT.T.~4AN and TI~OTMY L. AT.T.I~MA~, share and share alike, per
stirpes.
For the purpose of facilitating the settlement and distribution
of my estate, I authorize and empower my Executor, hereinafter named, to
sell any and all real estate which I may own at the time of my decease,
as well as my personal property, at either public or private sale or
sales.
-1-
T.ARTLY, I nominate, constitute and appoint my son, ~IUMA~.
E. AIJ.~AN, Executor of this,, my Last Will and Testament, and in the
event that my said son should predecease me, or should he be unable
or unwilling to serve in such capacity for any reason, then in such
event, I nominate, constitute and appoint my son, BP, ADFORD J. AIJ.~N~,
Executor of this, my Last Will and Testament, in his place and stead.
this
IN WITNESS, W~R~.OF, I have hereunto set my hand and seal
./,~--~ day of August, A. D. 1989.
Patricia K. Alleman
Signed, sealed, published and declared by the above-named
PATRICIA K. AIJ.~AN, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence, and in the
presence~of each other, have hereunto subscribed our names as wit-
nesses.
-2-
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBEP~AND )
SS.
I, PATILICIAK. ALLEMAN , the testat rix
whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed, for the purposes therein contained.
day of
Sworn and affirmed to and acknowledged before me by
PA~I~C~AK, ATJ.RMAN , the testa~ix , this 15th
Ausust , A. D. 1989.
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
'SS.
NOTARIAL SEAL
NARY S. It#INSOtl, NeTARY PUBLIC
M£CNANICSBURG B~RO. *CLMBERLAND CO.
Cemnlsston Exptr~s Sept. 21, 19~1
We, the undersigned, J. ROBEI~T STAUFFER
and JO~N ~. EA~ , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat rix , PATILICIAK. ALL~ , sign and exe-
cute the instrument as b~her Last Will and Testament; that the
said testat rix , PA_TRICIAK. AT~.~A~ , executed it as
h~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; and that to the best of our knowledge, the
testatrix was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
Sworn and subscribed to befor ....
me this ~ day of [f I ~
August , 1989.
NOTARIAL SEAL
MARY $. RIIIN~I#. NeTARY PUBLIC
MECNANICSBURG #R0. CiJI4DEIU.AND CO.
Cmmntsstmn Exptt-es Sept. 21, 1~J1
-3-
05/13/2882 1~:32 7174329214 AMERICAH EXPRESS PAGE
AMERICAN EXPRESS FINANCIAL ADVISORS INC
SUITE 101
11 TRIPLETT COURT
DILLSBURG PA 17019-9490
717/432-7722
To:
From:
Date:
Page(s) including cover sheet:
NOTES:
Fax fl 717/432-9214
05/13/2~2 10:32 717~32921~ AMERICAN EXPRESS PAGE
May 7, 2002
IDS LiFE IN$1JI~NCE COMPANY
AMERICAN F. XPRESS FUNDS
AMERICAN EXPRESS CERTPFICATI~ COMPANY
AMERICAN EXPRESS BROKE~GE
7Olag ~p Financial Center
DORIS E BKYTZ
1 t TKIPLI2TT COUKT SUITE
DTLLSBUKG, PA 1701%9490
Dour DORIS i BKYTZ:
Thatk you fur your recent inquiry ~gardinl~ PATRICIA K ALI,,EMAN's accounl~. These
the valuus o1' The accounl, ~ of 03/24/2002.
Mutual Funds
~c.._collllt Ntu:~l~,_r ~otal Valu~ # of ill,rea Ass, t Value Per Share
01315111506 3 002 $~4.~ 481.1 g,O]O
01435111 ~06 9 002 $2480.25 281.207 8.820
Annuiti~ - Post 1985
~q~n~Number Total Valu~
93003115768 6 004 $$5151.44
930.1~4079545 0 004 $29245.8
93106564253 6004 $2854.14
Life InSurance
Account Ngmber Total Value
90906201917 1, 004 $186210.00
Please aotc that the values indicated £or any Life l~tlrance product(s) ~flect ~c gross death
benefit at ~tc or dcatlh not ~c cash val~. Thc da~ of~a~ valu,~ pwvi~d ar~ for csmm tax
pu~oses a~d a~ not n valuu to be pMd. Accouats may bC subject m market fluc~ation al
govemed by each product,
Wc apprecla~, the ~l~portuaity to btl ofselwiee to you. l~teas, contact us if you have any
questions,
Sincerely.
Kflatal Miller
70'f 10 AXP Finaa¢tal Center
Minn~apulia, MN ~7474
}asued by iDS I.Jf~ tneure~lce
~ro~rage is pr~i~o~ ~y Anle~an
Express ~nnncl~l Advlsor~ ~m.
a broke~alcr.
05/13/2002 10:32 717432921~ ~M£RIC~N EXPRZSS P~E 02
Beneficiary Information
Account Number: o,37s.~o~ ~ oo~
Designation:
PR1MA~Y BENEFICIARY
LIVINg, LAWFUl, CHILDREN IN E~UAL ~HARES 100,~%
LIVING, LAW~L ~LDREN IN E~UAL SMA~Es
Account Number; o~
DeslgUatlon:
PRIMARY BEN£F1CIARY
LW1NG, LAW,WI. ~ILDR~N IN E~UAL $~ARES 100.00~
LIVING, LAWFU~ CH1LDREN IN E~UA1.
A~.cotmt Number:
Designation:
PRIMARY' BENEF/CIARY
T~MO'D,I¥ ALL£MAN qON
M1 ~"HAEL ALLI?MAN SON
BRADFORD ALL£MAN SON
£O. UALI.¥, nE SURVrVOR$ I~'O. UALLY~ OR T~q£ SURVIVOR
Acoount ~umber; 9,~004~79545 0 004
Desl~nation:
L1VIN~, kAbUL ~/LDREN IN B~UA~ 5~ARES
MICNAEk E ALLEMAN ~ILD
B~DFORD J ALLEMAN ~/LD
~MO~Y L ALL~N CHILD
Accost Number:
Desi~atiom
PR/MARY B~NEFICIARY
~MO~Y ALL,MAN SON
M~AEL ALLE~N SON
BRADFORD ALLE~N SON
~UA~LY~ ~E SURVIVORS E~UALLY,
100.00%
PNCBAN
April 17, 2002
/SCP
James, Smith, Durkin & Connelly LLP
Law Offices
PO BOX 650
Hershey PA 17033
Estate of Patricia K Allernan, deceased
SSN: 186-34-2508
DOD: 03/24/2002
Dear: Ms. Galley:
In response to your request for Date of Death balances for the customer noted above, our
records show the following.
CERTIFICATE OF DEPOSIT
#21001029662
PATRICIA K ALLEMAN
DOD Balance: $I 5,000.00 + $24.59 accrued interest
Interest Paid 01/01/02-03/24/02.$245.96
Established 04/I 5/1995
CHECKING ACCOUNT
05001870799
PATRICIA K ALLEMAN
MICHEAL ALLEMAN
DOD Balance: $2,164.60 + $0.04 accrued interest
Interest Paid 0 l/01/02-03/24/02-$0,00
Established 03/20/2002
SAVINGS ACCOUNT
#5030076906
PATRICIA ALLEMAN
MICHEAL ALLEMAN
DOD Balance: $4,254,91 + $0.68 accrued interest
Interest Paid 01/01/02-03/24/02-$4.36
Page 1 of 2
A member of The PNC Financial Services Group
One PNC Plaza 249 Fifth Avenuc Pittsburgh P{mnsyivania 15222 2707
.Established 03/20/2002
16:36 PNCBANK CI¥ DEPMRIMENI 412 705 085? P.02×02
PNCBAN
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not .process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888.PNC-BANK (1-888-762-2265) or stop by your local PNC Bank
branch office.
Sincerely,
Marian Donnelly
1-800-762-1775
P7-PFSC-04-F
500 First Avenue
Pittsburgh, PA 15219
Page 2 of 2
A member of The PNC Financial Serviee~ Group
One PNC Plaza 249 Fifth Avenue Pittsburgh Pennsylvania 15222 2707
TOTAL P.02
bo n
1225 South Market Street Mechanicsburg PA 17055
(717) 697-0311
April 25, 2002
Ms. Stephanie L. Gaffey
James Smith Durkin & Connelly LLP
P. O. Box 650
Hershey, PA 17033
RE: PATRICIA K. ALLEMAN
Dear Ms. Oaffey:
Attached is a copy of Ms. Alleman's 401(k) Statement as of March 24, 2002. I have requested a pension
value as of the same date for the AOL Time Warner Pension Plan.
If you have any questions, please contact me at (717) 795-1408.
Sincerely,
Maria G. Huelin
Assistant Director, Human Resources
attachment
· ,Fidelity Investments Page 1 of 4
Bookspan 401(k) Savings Plan
PATRICIA K ALLEMAN
409 MT. ALLEN DRIVE
MECHANICSBURG, PA
17055-8618
Retirement Savings Statement
~ Customer Service: (800) 835-5095
Fidelity Investments Institutional Services Co.
82 Devonshire Street
Boston, MA 02109
Your Account Summary
Beginning Balance
Ending Balance
Additional Information
Vested Balance
Statement Period: 3/24/2002 to 3/24/2002
$47,292.01
$47,292.01
$47,292.01
Your
This Period 0.0%
Your Personal Rate of Return is calculated with a formula widely used by financial analysts to calculate the investment
eamings of a portfolio. It reflects the results of your investment selections as well as any activity in the account. There are
other Personal Rates of Return formulas used that may yield different results. Remember that past performance is no
guarantee of future results.
Your Asset Allocation
Statement Period: 3/24/2002 to 3/24/2002
· Stock Investments
*$38,552.81 (81.52%)
· Bond Investments
- $4,715.69 (9.97%)
· Blended Fund Investments
o $4,005.44 (8.47%)
· Short Term Investments
o$18.07 (0.04%)
~~~/s~d-detai~~htm?s~dReq~ndicat~r=HACK&m~nth-req=~&quarter-req=~&peri~d=D&day-req-4/25/~2
Fidelity Investments Page 2 of 4
Your account is allocated among the asset classes specified above as of 3/24/2002.
Percentages and totals may not be exact due to rounding.
The Additional Fund Information section lists the underlying allocation of your blended funds.
Market Value of Your Account
Statement Pedod: 3/24/2002 to 3/24/2002
Displayed in this section is the value of your account for the statement period, in both
shares/units and dollars.
Shares/Units Shares/Units Price Price Market Value
Investment as of as of as of as of as of
3/23/2002 3/24/2002 3/23/2002 3/24/2002 3/23/2002
Market Value
as of
3/24/200'~
Stock Investments $38,552.81 $38,552.81
COMPANY STOCK
AOL Time Wamer STK 1,108.206 1,108.206 $30.65 $30.65 $33,966.52 $33,966.52
LARGE CAP
Fidelity Equity INC 91.415 91.415 $50.17 $50.17 $4,586.29 $4,586.29
Blended Fund Investments
Fidelity Balanced 265.261
$4,005.44 $4,005.44
265.261 $15.10 $15.10 $4,005.44 $4,005.44
Bond Investments $4,715.69 $4,715.69
STABLE VALUE
FID MGD INC Port 4,715.690 4,715.690 $1.00 $1.00 $4,715.69 $4,715.69
Short Term Investments
Fidelity RET Govt MM
$18.07 $18.07
18.070 18.070 $1.00 $1.00 $18.07 $18.07
Account Total
$47,292.01 $47,292.01
Remember that a dividend payment to fund shareholders reduces the share price of the fund, so a decrease in the share price
for the statement period does not necessarily reflect lower fund performance.
You have invested a portion of your account in Blended Funds. Blended Funds generally invest in a mixture Of stocks, bonds.
and short-term investments, blending long-term growth from stocks with income from dividends and interest. Please refer to the
Additional Fund Information section to see how your blended funds are allocated across the three asset classes.
Your Contribution Elections
This section displays the funds in which your future contributions will be invested.
As of 4/25/2002
A..!.!....E.!.igible Sources
Investment Option
s. ....
Stock Investments
Large Cap
FIDELITY EQUITY INC
Blended Fund Investments
FIDELITY BALANCED
Short Term Investments
FIDELITY RET GOVT MM
Percent
30%
3O%
4O%
~~~/s~d-detai~~htm?s~dReqIndicat~r=HACK&m~nth-req=~&quarter-req=~&peri~d=D&day-req 4/25/02
, ,Fi6elity Investments Page 3 of 4
100%
Total
Your Contribution Summary
Contributions
Statement Period: 3/24/2002 to 3/24/2002
Before Tax Company TESOP Paysop/wci
Contributions Matching Contrib ESOP
Period to date
Total Account Balance
Total Vested Balance
$0.00 $0.00 $0.00 $0.00
$16,912.14 $11,425.72 $14,224.85 $4,729.30
$16,912.14 $11,425.72 $14,224.85 $4,729.30
Your Account Activity Statement Period: 3/24/2002 to 3/24/2002
Use this section as a summary of transactions that occurred in your account during the statement
period.
i~lDetailed Transaction History
Activity AOL Time Fidelity Equity Fidelity Balanced Fidelity RET Govt
Warner STK INC MM
Beginning Balance $33,966.52 $4,586.29 $4,005.44 $18.07
Ending Balance $33,966.52 $4,586.29 $4,005.44 $18.07
FID MGD INC
Total
Port
Beginning Balance
Ending Balance
$4,715.69 $47,292.01
$4,715.69 $47,292.01
Your Account Information
As of 04/24/2002
GENERAL INFORMATION
Participant Status
Participation Date
Deceased Termination Date 01/05/2001
01/01/1988
Additional Fund Information
Use this section to determine the asset allocation of your blended investments.
Blended Investment Stocks Bonds
As of 4/25/2002
Short Term
FIDELITY BALANCED 60.00 % 40.00 % 0.00 %
Blended investments generally invest in more than one asset class. The blended investment asset allocation above reflects the
stated neutral mix or, if not available, the asset mix reported by Momingstar, Inc. for mutual funds or by investment managers
for non-mutual funds.
~~~/s~d-detai~~htm?s~dReq~ndicat~r=HACK&m~nth-req=~&quarter-req=~&peri~d=D&day-req 4/25/02
, ,Fielelity Investments Page 4 of 4
**IMPORTANT P'Ri'I~Ti-N'~; INsTRLi'~:-~:'i'~NS** ...........................
In order to print this statement, click anywhere on this statement screen and then press
the print button in your browser.
~~~/s~d-detai~~htm ?s~dReq~ndicat~r=HACK&m~nth-req=~&quarter-req=~&peri~d=D&day-req 4/25/02
,-\OI, Ti2.EE WA P,_NER
PENSION SERVICE CENTER
P.O. Box 55'i549
.jncksom'itlc, Fi. 32255-1549
AOL Time Warner
To: Michael Alleman - From: Leanna Hicks
Fax: 717-533-27@5 Pages: 1
Phone: 717-533-3280 [~te: June 10, 2002
Re: Alleman CC: Michael Alleman
[] Urgent [] For Review L_~ Please Comment [] Please Reply [] Please Recycle
· Comments:
Mr. Alleman:
As you requested, below is the value of the benefit bat would have been payable to Patricia Alleman at
her date of death. Also included is the value of Patricia Alleman's benefit that would have been payable
if she had elected a 50% Joint and Survivor option. Please note the only benefit payable from the plan
is the 50% Joint and Survivor option.
Participant's immediate monthly Single Life Annuity: $403,53
The present value of $403.53 is $61,068.33 based on a plan rate of 5.12%
Participant's immediate monthly benefit based on the 50% Joint '~, Survivor Option: $301.44
Benefic~ary's immediate monthly benefit: $150.72
The present value of $301.44 is $45,618,51 based on a plan rate of 5.12%.
The present value of $150.72 is $32,472.11 based on a plan rate of 5.12%.
Should you have any questions you may reach me at: 1-877-553-1241.
Leanna Hicks
ESTATE OF PATRICIA K. ALLEMAN,
deceased
COPY
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHAN'S COURT DIVISION
:
: ESTATE NO.: 2002-00340
DISCLAIMER and RENUNCIATION
WHEREAS, Patdcia K. Alleman died on March 24, 2002, a resident of Upper Allen
Township, Cumberland County, Pennsylvania.
WHEREAS, Patricia K. Alleman died testate and her Last Will and Testament dated
August 15, 1989, was accepted for probate and Letters Testamentary were granted to Michael E.
Alleman on April 3, 2002.
WHEREAS, Patricia K. Alleman died seised of a parcel of land and premises, situate at 409
Mt. Allen Drive in the Township of Upper Allen in the County of Cumberland and the
Commonwealth of Pennsylvarfia, being the same premises which Robert A. Munson, widower, by
his deed dated June 12, 1990 and recorded July 19, 1990 in the Office of the Recorder of Deeds in
and for Cumberland County, Pennsylvania in Deed Book R, Volur~e 34, Page 4~.~, granted and
conveyed to Patdcia K. Alleman.
WHEREAS, the above described real estate, being the decedent's residence, is not
specifically bequeathed in the decedent's Last Will and Testament.
WHEREAS, pursuant to Article Two of decedent's Last Will and Testament, the above
described real estate, but for this disclaimer, would pass in equal shares as part of the residue of the
decedent's estate to the residuary beneficiaries, decedent's three children, Michael E. Alleman,
Bradford J. Alleman, and Timothy L. Alleman, per stirpes.
WHEREAS, all of the residuary beneficiaries are adult individuals and have survived the
decedent.
WHEREAS, less than nine (9) months have elapsed since the date of death of Patricia K.
Alleman and the undersigned disclaimants have not exercised any control as beneficial owner over
the above described real property or any interest therein.
WHEREAS, the 'Disclaimants acknowledge that the effect of the execution of this
Disclaimer and Renunciation is that the said real property that otherwise would have passed in
equal shares to all three residuary beneficiaries will now pass solely to TIMOTHY L. ALLEMAN
and any other property comprising the residue of the estate of Patricia K. Alleman, if any, is not the
subject of this disclaimer and will pass equally to the three residuary beneficiaries
NOW, THEREFORE, we, MICHAEL E. ALLEMAN, an adult beneficiary residing at
1152 Rossmoyne Road, Mechardcsburg, PA 17055 and BRADFORD J. ALLEMAN, an adult
beneficiary residing at 300 Manchester Road, Camp Hill, PA 17011, do hereby exercise the
'rights granted to us in the Pennsylvania Probate, Estates and Fiduciaries Code, 20 Pa. C.S.A.
§6201 et seq., to DISCLAIM AND RENOUNCE our respective one-third interests in the above
described real estate under the Last Will and Testament of Patricia K. Alleman, and we do
hereby disclaim and renounce all right, title and interest to the real estate situate at 409 Mt. Allen
Drive, Upper Allen Township, Cumberland County, Pennsylvania. Said one-third interests each
had a value of $41,203.33 as of the date of death of Patricia K. Alleman. As a consequence of
2
this instrument, said one-third interests shall now pass to Timothy L. Alleman in accordance with
the Last Will of Patricia K. Alleman.
IN I~?ITNE$S I~IEREOF, intending to be legally bound hereby, we have hereunto set our
hands this ...~0"J~day of May, 2002.
WITNESS:
MICHAEL E. ALLEMAN
3
COMMONWEALTH OF PENNSYLVANIA )
)
COUNTY OF DAUPHIN )
SSi
this, the ~lj' day of //(~f , 2002, before me, a Notary Public in and for
the Commonwealth of Pennsylvania, the undersigned officer, personally appeared MICHAEL E.
ALLEMAN and BRADFORD J. ALLEMAN, known to me (or satisfactorily proven) to be the
persons whose names are subscribed to the within instrument and acknowledged that they executed
the same for the purposes therein contained.
Pfiblic - --
My Commission Expires:
4
Register of Wills of
CUMBERLAND
INVENTORY
County, Pennsylvania
Estate of Patricia K. Alleman
also known as
, Deceased
No. 2002-00340
Date of Death 03/24/2002
Social Security No. 186- 34- 2508
Michael E. Alleman,
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 ANe verify that the statements made in this Inventory are true and correct. I/VVe understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney: Donna M. Mullin Esq.
I.D. No.: 30392
Address: 134 Sipe Avenue
Hummelstown, PA 17036
Telephone: 717/533- 3280
Personal Representative
Signature: ~
Mic] Alleman
Signature:
Address: 1152 Rossmoyne Road
Mechanicsbur~, PA 17055
Telephone: 717/795-8928
Dated:
Description
(See continuation page(s) attached)
(Attach additional sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the electior
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Value
Total: 152,891.91
of the personal representative,
Form #RW-7 (199z)
Estate of:
Date of Death:
County:
INVENTORY
Patricia K. Alleman
03/24/2002
Cumberland
CASH:
2001 PA Department of Revenue
income tax refund
Bookspan - disablity pay
deposited after death
Bookspan - Medical insurance
premium refund
Hartford - Disability check
received after death
IDS Life Insurance Company
home care premium refund
Ohio Casualty Group - auto
insurance premium refund
PNC Bank - Certificate of
Deposit #21001029662; Opened
4/15/1995; held in
decedent's name individually
Accrued interest through date
of death
109.00
107.50
108.72
615.30
1,302.12
80.43
15,000.00
24.59
17,347.66
-1-
PERSONAL PROPERTY:
1999 Pontiac Grand Am - Kelly
Blue Book Trade In Value
5,600.00
STOCKS/LISTED:
481.15 shares American Express
Account #01315111506 3 002;
Mutual fund in decedents
name individually; Opened
6/1998; beneficiaries are
three children in equal
shares
281.21 shares American Express
Account #01435111506 9 002;
Mutual fund in decedents
name individually; Opened
6/1998; beneficiaries are
three children in equal
shares
3,854.00
2,480.25
5,600.00
REAL ESTATE/PA:
Real Estate situate at 409
Mount Allen Drive, Upper
Allen Township,
Mechanicsburg, Cumberland
County, Pennsylvania -
County Assessed value
123,610.00
6,334.25
123,610.00
TOTAL RECEIPTS OF PRINCIPAL ...............
152,891.91
-2-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001323
DONNA M MULLIN ESQUIRE
134 SIPE AVENUE
HUMMELSTOWN, PA 17036
fold
ESTATE INFORMATION: SSN: 186-34-2508
FILE NUMBER: 2102- 0340
DECEDENT NAME: ALLEMAN PATRICIA K
DATE OF PAYMENT: 06/21/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/24/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $11,134.40
TOTAL AMOUNT PAID:
$11,134.40
REMARKS: MICHAELEALLEMAN
C/O DONNA M MULLIN ESQUIRE
SEAL
CHECK# 97
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
TNHERXTANCE TAX DTVXSXON
DEPT. 180601
HARRTSBURG, PA 1711B-060!
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-15¢? EX AFP (01-02)
DONNA H MULLIN ESQ
JAMES ETAL
154 SIPE AVE
HUMMELSTOWN PA
DATE 08-05-2002
ESTATE OF ALLEMAN
DATE OF DEATH 05-24-2002
FILE NUMBER 21 02-0540
COUNTY CUMBERLAND
ACN 101
Amount RemJ. tted
PATRICIA K
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALLEMAN PATRICIA K FILE NO. 21 02-0540 ACN 101 DATE 08-05-1002
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATTON CONCERNZNG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schadula B) (2)
3. Closely Held Stock/Partnarship Interest (Schedule C) (3)
q. Hortgagas/Notas Racaivabla (Schedule D) (4)
E. Cash/Bank Daposits/Hisc. Personal Property (Schedule E] ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilltles/Liens (Schedule I} (10)
11. Total Deductions
12. Net Value of Tax Return
125z610.00
6/$$4.25
O0
O0
22/947.66
O0
158/829.04
(8) 291,710.95
16,506.95
NOTE: To insure proper
credit to your account,
submit the upper port/on
of this form with your
tax payment.
15.
14.
NOTE:
14,760.Z7
(11) 3] .267.20
(12) 260,455.75
Charitable/Govarnmental Bequasts; Non-elected 9113 Trusts (Schedule J) (13)
Net Value of Estate Sub~ect to Tax (14)
Zf an assessment Nas issued previously, lines 1~, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
.00
260,455.75
ASSESSMENT OF TAX:
15. Amount of L~ne 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
16. Amount of Line 14 taxable at Collateral/Class B rate
19. Princi)al Tax Due
TAX CREDITS
PAYHENT RECEIPT DZSCOUNT
DATE NUMBER /NTEREST/PEN PAID (-)
06-21-2002 CD001525 586.02
18 and 19 will
[F PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(16) .00 x O0 = .00
(16). 260,455.75 x 045= 11,720.4Z
(17), .00 x 12 = . O0
(~8), .00 x 15 = .00
(19)= 11,720.42
ANOUNT PAZD
11,134.40
TOTAL TAX CREDIT
BALANCE OF TAX DUEI
INTEREST AND PEN.
TOTAL DUE
11,720.42
.00
.00
.00
( IF TOTAL DUE ZS LESS THAN $1) NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
PATRICIA K. ALLEMAN
March 24, 2002
Will No. Admin. No. 2002-00340
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:
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:
o
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 Orphan's 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:
Capacity:
Signature
Donna M. Mullin. Esquire
JAMES. SMITH, DURKIN & CONNELLY
134 Sipe Avenue
Hummelstown, PA 17036
(717) 533-3280
X
__ Personal representative
Counsel for personal representative