HomeMy WebLinkAbout01-0335
PETITION FOR PROBATE and GRANT OF LETTERS
Estateof.:F"~+h!KAN~ No. e:1/-QI-'33S
also known as r p.o., H. ~ To:
Register of r;iIls for th~
. Deceased. County of ulN\.~r\a..f\L in the
Social Security No. "2-~ - Lt- '8 - '1 ~ S ~ Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age okElder an the execut nor-
in the last will of the above decedent, dated D c.J '""'1. \ t:t 4 :s:-
and codicil(s) dated S~ {)I ( [I (1 4' go
named
,19_
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C -,\IvY'- ~ tz<l ""'('4 !J County, Pennsylvania, with
h (2. 0( last family or principal residence at 2..e 0 2- W a... r r e... ('\ LV ~~
~~r~Ct {\\c-<:. hoJrq ~ A-- C:::J..QS:~* th!M.PQQr'\ -r~ J
\ (list street, number and muncipality)
Decendent, then ~ "3 years o..lage, died fJ... 6..r-c..h f., ,)6 "2.0c.l( ,
at ~ nOS -r....ut"\. ~A- .
Except ~~s, decedent dId not marry, was not <;iIvorced and did not have a chIld born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Penns ia
situated as follows:
7~. 0"".00
$
$
$
$
WHEREFORE, petitioner(s) respectfully reguest(s) the prob<}.te of the last will and codicil(s)
presented herewith and the grant of letters -;-L<:. '\-t:l W\ e.."", ~ r- 1
(testamentary; administration c.I.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH ~~ ~ErNSYLV ANIA I 88
COUNTY OF 1loyY....~r- llt'\.<L J
The petitioneris) 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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
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Estate of
No. 21-01-335
FAITH HANDLEY A/K/A
t:C\~+~ H. 4At\J'j~Lk:1
DECREE OF PROBATE AND GRANT OF LETTERS
, Deceased
AND NOW
~"'- -<- ~
29th
A9: UXJ', in consideration of the petition on
. .
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated NOVEMBER 17.1995 AND SEPTEMBER 14.1998
described therein be admitted to probate and filed of record as the last will of
FAITH HANDLEY A/K/A FAITH H. HANDLEY
and Letters 'oR. <; t- A AA.e (\~tA ('~
are hereby granted to \<e.u ~ . PATKl.L;'1- A t-j C) L ~ '-\
"7J'2:Uy-e. ~~ /oJ rA_. tJ./J.~ 1114
Register of Wills
FEES
probat&re Letters, 'Etc. ......... $ 115.00
CODIC 10.50
Short ertificates( ).......... $_ - -.,--
~W~~~8El3"" ..~~~.... ~ -~i~8g
TOTAL _ $144.50
Filed . ME.CJl..49~..2QOl.................
U;~ l \llU-U. ~ Do\) li l LS
AITORNEY (Sup. Ct. I.D. No.) 3112lo
2.1 Lv. H-1~hSr; Cl,,:rl,s(,..PA-
AD RESS .10\3
-, I -, 2-~ ~ l \ ., D
PHONE
,
CALLED ATTORNEY MARCH 29, 2001
-'
iI'"
. .
HI05.805 REV 9/86
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is'iIIegal to duplicate this copy by photostat or photograph.
No. Date
{\ )..A ..t
J::;J~ ,'C a..4~""'.<ii*~..'
-------
Fee for this certificate, $2.00
Local Registrar
',J
P 7124433
15.143..... om COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT tF". MIddIe,l.,
SEX
S_IF'lf~
SOCIAL SEcuArrv NUMBER
t.
Faith
E.
UHOeA 1 YEAR
........ Doyo
.. female .. 224 - 48
()';:Ll
AGEll_Borthda.,.,
63 v..
COUNTY OF DEArH
..
Cambria
DECEDENT'S USUAL. OCCUAV1ON
~~~:o"::'::~::r
inance Director
white
SURVIVING SPOUSE
<".... QlVflm,aIdfW\........t
P.O. Box 544
Ridgway, Pa.
n n
Creek
...
1WHEJr8 NAME (Fiftt. Middle. l.,
, Wendell E.
-'s_rr_
Michael C. Handle
METHOD OF DtSPOSlTlON
O _[Jl ~O
_ 00.._
..
-
15853
Pa.1585
VtM CASE ReFE
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WEAE AUlt'lPSY FfNDtNGS
MalLA8LE PfUCIA 10
COWlETION OF CAUSl!
OF DEArH.
MANNER OF DEATH
NoD
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DA'TfiOiFINJUAY
(Monltt.o.y. 'lUr)
TIME OF INJURY
INJURY ICf WORK?
DeSCRIBE HOW INJURY OCCURRED
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eCBITwYINQ II'MYSICIAN (PtlytlCtlltl cer1lIyIng cause d cJnIh wt\erI MlOU\eJ ptIv-=oan has pronounced de.1I'l ana C(WnJ:llelecl "em 23)
fb........,""~.....OCleUf'Nd...to...c:.UM(.)and........,_............. .
II.
.~AHDCUlTIPYING~I~boltll)l'onounel/'lOclN1h.and~IOCM.IMordU\tl1
1b the bHI of MY II........ ...... ocewrM............ .Ie. and ptece. and clue...... ca..a) and m.nMr.......
1..6 41:t, -t!~
21-01-335
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(e a subscribing witness to the will presented herewith, (each) being dul
law, dep e(s) and say(s) that
the testat , . n the same and that
request of testat_ in presence and (i
other subscribing witness(es)).
alified according to
present and saw
signed as a witness at the
e presence of each other) (in the presence of the
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
)( ~-ek./C!. AI~ k. )< 1"--,0. I..~ ,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of
~dicil~
testat~ of (one of the subscribing witnesses to) the will presented herewith and
~
that they believes the signature on the will is in the handwriting of
FAITH H. HANDLEY
to the best of _ their
knowledge and belief.
)( ~~.~~,
(Name)
Sworn to or affirmed and subscribed before
me this 23rd day of
March UK 2001
>?7d~~ ~./~ ;:;u.&i...~m~/LQ~~/?
Register
y/~ p.
(Address)
,~~~
(Name)
(Address)
21-01-335
RENUNCIATION
In Re Estate of
f"ft \+h
&
~ FAd-h ~. ~Wed.
To the Register of Wills of
~AN ~ t.-E"'(
QUN'b~r\o..NL
The undersigned
~ l~tJ
~. (-{. Pr~ bLe.-i I )Rj
County, Pennsylvania.
c... _ /
E ~ec...u Tor S'ctJ of
I
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
T~ S+~ M ~,,4-~ r- '-f
\
be issued to \<..e.U I V"'\ P. "* A N OL.. !: "(
WITNESS
alAi
hand this z.. ~ day of ~~ (' ~ , )11. 2.00 (
./.1K<d./ Co 71~~.
(Signature)
(Address)
(Signature)
(Address)
...~
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(Signature)
..."'. ;.....AO'
(Address)
21-01-335
IAST WILL AN) 'l.'FS'IMENl' OF FArlB HANJLEY
I, Faith Handley (Social Security No. 224-48-3359), of Portland Mills, Elk
County, Pennsylvania, being of sound and disposing mind, rrem::>ry and
understanding, hereby make and publish and do declare this to be my Last Will
and Testament, hereby revoking and making null and void any and all Wills or
papers of a similar nature by me at any time heretofore made.
FIRSI'
I order and direct my Executor or Executors hereinafter named to pay all my just
debts and funeral expenses as soon as may be conveniently done after my decease.
SEXDND
I direct that any canputer or canputer system I may own at the time of my
passing be given to my daughter-in-law, Laura A. Handley, if she survives me. In
the absence of my said daughter-in-law, Laura A. Handley, surviving me, then I
direct that any canputer or canputer system which I may own at the time of my
passing be included with the residuary portion of my estate detailed rrore fully
hereinafter.
'IHIRD
I direct that my Executor or Executors shall accumulate and liquidate all the
rest, residue and remainder of my estate, whether real, personal, or mixed, of
whatsoever kind and wheresoever situated. As to the residue of my estate as so
liquidated, I direct that the same shall pass to my children, Kevin Patrick
Handley, Michael Charles Handley, Jeffrey Handley, Douglas Handley, Brian E.
Handley, and Colleen Bush , equally, share and share alike.
F<X1R'IH
In the event that any child of mine should predecease me and leave Survl vlng
issue, then I direct that any share of my estate which \\Duld have passed under
this Will to such child pass to the living issue of such child, share and share
alike, so that such issue shall take the share which their parent would have
taken if living. In the event that any child of mine should predecease me and
leave no surviving issue, then I direct that any share of my estate which \\Duld
have passed under this Will to such child pass to my remaining living children,
share and share alike.
FlFlH
I naninate, constitute and appoint Kevin Patrick Handley and Michael Charles
Handley as co-Executors of this my Last Will and Testament and direct that
neither shall be required to enter security in any jurisdiction in which he may
act. In the event that either of the aforesaid co-Executors, Kevin Patrick
Handley and Michael Charles Handley, is unable or refuses to act, then I direct
that the renaining herein narred co-Executor shall serve as Executor of this my
Last Will and Testament.
SIX"lH
I authorize and ~r my Executor or Executors to sell or dispose of any part
of my real or Personal proPerty either at public or private sale and for such
prices and upon such tenus as he or they may dean expedient and to transfer and
convey the same to the purchaser or purchasers thereof fran all liability to see
to the application of the purchase price.
SEVENIH
I direct that all death taxes which may becane due as a result of my passing be
paid out of the residuary portion of my estate.
IN WITNESS WHEREOF, I, Faith Handley, single Person, have to this my Last Will
and Testament typewritten on t\\O sheets of paper, set my hand and seal this 11 +~
day of November, 1995.
7;at~ -1!~
(SEAL)
Subscribed and sealed by the Testatrix in the presence of us and of each of us,
and at the same time published, declared and acknowledged by her to us to be a
t\\O-page Last Will and Testament, and thereupon we, at the request of the said
Testatrix, subscribed our names as witnesses this Il~ day of November, 1995.
~ {]. tne~
residing at
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residing at
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* * * * *
residing at
- 2 -
ca1MJNWEALTH OF PENNSYLVANIA)
) SS
OOUNTY OF ELK )
I, Faith Handley, 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 voluntary act for the purposes
expressed therein.
)( 'i- aitJt.Ja~dkvt"
Faith Handley \
Sworn to and ackna.vledged before me by Faith Handley, Testatrix, this ,,,t\.., day
of November, 1995.
NOT/\F:;/~L Sl\:Al
~AME? Hi'i~RYDeVITTORiO. '\:.Jt~.ry Public
R,ogway Boro. Elk Cq
Mv Comrn;~,a~Qo...E;;pjr;n..FOO.17. 1998
--.-...--..---
~
CQ\oM)NWEALTH OF PENNSYLVANIA )
) SS
OOUNI'Y OF ELK )
We, Irene A. McCandless Elena V. DeVittorio and
Jesse P. DeVittorio , the witnesses whose names are signed to the
attached and foregoing instrument, having been duly qualified according to law,
do depose and say that we were present and saw the Testatrix sign and execute
the instrument as her Last will and Testament; that she signed willingly and
that she executed it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testatrix signed the
said will as a witness; and that to the best of our knowledge the Testatrix was
at the time 18 or more years of age, of sound mind and under no constraint or
undue influence.
J1Utu_ Q m~~
.-t, L,,_.
-'.
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- 3 -
~rn to and subscribed to before me by Irene A. McCandless
Elena V. DeVittorio , and Jesse P. DeVittorio this
of November, 1995.
,
p1;j- day
~~
t~OTAF\ip..l. 2,[:/\L
JAMES HENi'lY Dewnop:o. r':8I.Elry Public
F11c;QwtJy 30to, Ei!( Co.
Mv C(:,,:,:;:::::c;:on Expires Fch.:.1Z. 1998___
- 4 -
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--
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Faith Handley a/k/a Faith H. Handley
Date of Death: March 6, 2001
Will No. 21-01-0335
TO THE REGISTER:
I certify that notice of (beneficial interest) estate administration 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 April 9, 2001:
Jeffrey L. Handley
6481 Pine Cone Drive
West Carrollton, OH 45449
Douglas Handley
1305 Front St.
Ridgway, PA 15853
Colleen Handley Bush
500 Linton Hill Road
Duncannon, P A 17020
Kevin and Laura Handley
1242 Timber View Dr.
Mechanicsburg, P A 17050
Michael C. Handley, Sr.
P.O. Box 544
Ridgway, PA 15853
Brian E. Handley
5309 Mineral Spring Mt. Road
Valdese, N.C. 28695
Notice has now been given to all persons entitled thereto under Rule
5.6(a) except. None ~ ~ .~~
Date: April 9, 2001 ~
Signature
William P. Douglas, Esqure
Address: 27 W. High St., Carlisle, P A
Telephone 717-243-1790
x
Personal representative
Counsel for Personal Representative.
Capacity:
.!€-
"
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYLVANIA
IN RE: ESTATE OF FAITH HANDLEY a/k/a FAITH H. HANDLEY,
DECEASED
NO. 21-01-0335
TO:
Jeffrey L. Handley
6481 Pine Cone Drive
West Carrollton, OH 45449
Douglas Handley
1305 Front St.
FUd~ay,PA15853
Colleen Handley Bush
500 Linton Hill Road
Duncannon, P A 17020
Kevin and Laura Handley
1242 Timber View Dr.
Mechanicsburg, P A 17050
Michael C. Handley, Sr.
P.O. Box 544
FUd~ay, P A 15853
Brian E. Handley
5309 Mineral Spring Mt. Road
Valdese, N.C. 28695
Please take notice of the death of decedent and the grant of letters to the
personal representative named below. You may have a beneficial interest in
the estate under the Last Will and Testament of Faith Handley a/k/ a Faith H.
Handley.
See attached copy of Will
Name of decedent: Faith Handley a/k/ a Faith H. Handley
Last known address of decedent: 2802 Warren Way, Mechanicsburg, PA 17055
Date of Death: March 6, 2001
Place of Death: Conemaugh Valley Memorial Hospital, Johnstown, Cambria
County, Pennsylvania
County of Grant of Original Letters: Cumberland
Decedent died Testate, and a copy of the Will is attached hereto
,
Name, address and phone number of all personal representatives:
Kevin Patrick Handley
1242 Timberview Dr.
Mechanicsburg, P A 17055
717-728-0691
Name, address and phone number of counsel:
William P. Douglas, Esquire
27 W. High St.
Carlisle, Pa. 17013
Phone: 717-243-1790
Additional information may be obtained from the undersigned:
Doug:ijls, 'rMlslas (t}D
By ~~.
William P. Douglas, Esquire
27 W. High St.
Carlisle, Pa. 17013
717-243-1790
Dated: April 9, 2001
,
Faith H. Handley
P.O. Box 20
Ridgway, PA 15853
September 11, 1998
Life of the South
100 West Bay Street
P.O. Box 44130
Jacksonville, FL 32231-4130
Dear Sir/Madam:
Herewith is a notarized statement to change the
beneficiary of my '96 Ford Taurus in case of my death.
The beneficiary should now read:
Kevin P. Handley
1242 Timber View Drive
Mechanicsburg, PA 17055
9/49--1
Date
1-~ 11. ~
Faith H. Handl y
9~~[
Date
kt2(l~'/
Notary
NOTARIAL SEAL
SUE A. ClAIR, Notary Public
Lower Allen Twp.. Cumberland Co. PA
My Commission Expires Dec. 28, 1998
I'
IAST WILL AH> ~ CF FAl'lB IJAN)'[EY
I, Faith Handley (Social Security lb. 224-48-3359), of Portland Mills, Elk
County , Pennsylvania, being of sound and disposing mind, rran::>ry and
understanding, hereby make and publish and do declare this to be ~ last Will
and Testarrent, hereby revoking and making null and void any and all Wills or
papers of a similar nature by me at any time heretofore made.
FIRST
I order and direct ~ Executor or Executors hereinafter named to pay all ~ just
debts and funeral expenses as soon as may be conveniently done after ~ decease.
SEXXH>
I direct that any carputer or CCI1plter systan I may own at the time of ~
passing be given to ~ daughter-in-law, Laura A. Handley, if she survives me. In
the absence of ~ said daughter-in-law, Laura A. Handley, surviving me, then I
direct that any canputer or canputer systan which I may own at the time of ~
passing be included wi. th the residuary portion of ~ estate detailed rrore fully
hereinafter .
'lBIRD
I direct that ~ Executor or Executors shall accumulate and liquidate all the
rest, residue and ranainder of ~ estate, whether real, personal, or mixed, of
whatsoever kind and wheresoever situated. As to the residue of ~ estate as so
liquidated, I direct that the sane shall pass to ~ children, Kevin Patrick
Handley, Michael Olarles Handley, Jeffrey Handley, Douglas Handley, Brian E.
Handley, and Colleen Bush, equally, share and share alike.
FOOR'l1I
In the event that any child of mine should predecease me and leave survl. vmg
issue, then I direct that any share of ~ estate which \\UUld have passed under
this Will to such child pass to the living issue of such child, share and share
alike, so that such issue shall take the share which their parent \\UUld have
taken if living. In the event that any child of mine should predecease me and
leave no surviving issue, then I direct that any share of ~ estate which \\OUld
have passed under this Will to such child pass to ~ remaining living children,
share and share alike.
FIF'IB
I naninate, constitute and app:>int Kevin Patrick Handley and Michael Olarles
Handley as co-Executors of this ~ last Will and Testanent and direct that
neither shall be required to enter security in any jurisdiction in which he may
act. In the event that either of the aforesaid co-Executors, Kevin Patrick
Handley and Michael Olarles Handley, is unable or refuses to act, then I direct
that the raraining herein named co-Executor shall serve as Executor of this my
last Will and Testament.
SIX".IB
I authorize and empc:IWer ~ Executor or Executors to sell or dispose of any part
of ~ real or personal property either at public or private sale and for such
prices and upon such teJ:ms as he or they may dean expedient and to transfer and
convey the sane to the purchaser or purchasers thereof fran all liability to see
to the application of the purchase price.
SEVENm:
I direct that all death taxes which may becx:ma due as a result of my passing be
paid out of the residuary portion of ~ estate.
IN WI'lNESS WHEROOF, I, Faith Handley, single person, have to this my last Will
and Testament typewritten on t\\U sheets of paper, set ~ hand and seal this 11 ~
day of Novarber, 1995.
7;:1~-!~
(SEAL)
Subscribed and sealed by the Testatrix in the presence of us and of each of us,
and at the same time published, declared and acknowledged by her to us to be a
b~-page last Will and Testament, and thereupon we, at the request of the said
Testatrix, subscribed our names as witnesses this r-r~ day of November, 1995.
~ O. tn(!~
residing at
K~m
* * * * *
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residing at
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<X1oM)NWEAL'IH OF PENNSYLVANIA)
) ss
CDUNl'Y OF ELK )
I, Faith Handley, whose name is signed to the attached or foregoing instnm:mt,
having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instnm:mt as my Last Will and Testament; that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes
expressed therein.
x 'l-cdtt '{jo~"
Faith Handley \
SWorn to and acknowledged before me by Faith Handley, Testatrix, this "tt.. day
of Novanber, 1995.
~
CCHDNWEAL'IH OF PENNSYLVANIA )
) ss
CXXJNl'Y OF ELK )
We, Irene A. McCandless , Elena V. DeVittorio , and
Jesse P. DeVittorio , the witnesses whose names are signed to the
attached and foregoing inst.rtm:mt, having been duly qualified according to law,
do depose and say that we were present and saw the Testatrix sign and execute
the inst.rmlent as her Last Will am Testarrent; that she signed willingly and
that she executed it as her free and voluntary act for the fAJI'POBeS therein
expressed; that each of us in the hearing and sight of the Testatrix signed the
said Will as a witness; and that to the best of oor knowledge the Testatrix was
at the ti..rre 18 or rrore years of age, of sound mind and under no constraint or
undue influence.
IbVItL Q. 9/Jc-~
.!.t._--.__
- 3 -
S\1Orn to and subscribed to before me by Irene A. r-t::eand1ess
Elena V. DeVittario , and Jesse P. DeVittario this
of Novatber, 1995.
,
,..,11- day
~~OT AR!.A.L SEfl.l.
.JAMES HENRY DeVITIOP.;O. ~olary Public
R;c.:gw..y Soro. Elk Co.
My Co;.~~,~'~5:0f\ Expir0S Fob. 17.1998
~
- 4 -
CXo~q 8
e
21-01-335
~'
~
(J
~
~
Faith H. Handley
P.O. Box 20
Ridgway, PA 15853
September 11, 1998
SEP 1 8 1998
U
Life of the South
100 West Bay Street
P.O. Box 44130
Jacksonville, FL 32231-4130
J".:I
Dear Sir/Madam:
Herewith is a notarized statement to change the
beneficiary of my '96 Ford Taurus in case of my death.
The beneficiary should now read:
Kevin P. Handley
1242 Timber View Drive
Mechanicsburg, PA 17055
9W/9.;P
Date
1-~/IL~?
Faith H. Handl y
9)~f
Date
d~t2,t1~'~
NOTARIAL SEAL
SUE A. CLAIR, Notary Public
Lower Allen Twp.. Cumberland Co. PA
My Commission Expires Dec. 28. 1998
~I It y/Por.(
I
; l ~
; l'
i 1.:1
~
//
Faith H. Handley
P.O. Box 20
Ridgway, PA 15853
Septe~ber 11, 1998
Life of the South
100 West Bay street
P.O. Box 44130
Jacksonville, FL 32231-4130
Dear Sir/Madam:
Herewith is a notarized statement to change the
beneficiary of my '96 Ford Taurus in case of my death.
The beneficiary should now read:
Kevin P. Handley
1242 Timber View Drive
Mechanicsburg, PA 17055
9/1#9--,1)
Date
1rudu 11. ~
Faith H. Handl y
9~~f
Dat~
~d/~__:/
Notary
NOTARiAl SEAL
SUE A. ClAIR. Notary Public
lower Allen Twp.. CumbeI1and Co. PA
My CorMIissIon ExpIres Dec. 28, 1998
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Jnventory of the real and personal estate of
Faith Handley a/k/a Faith H. Handley
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
National City Bank Account
Northwest Savings Bank Account
Property Management, Inc., refund on rent
Blue Cross/Blue Shield, refund
Waypoint Bank, close out account
National City reimbursement
AARP - refund premium
Life of the South refund
Michael Handley, two mortgage payments @$200
Oppenheimer Fund
Oppenheimer Fund
Faith Handley mortgage to Michael Hand~ey
Total
deceased
1,893
22,851
409
55
10
29
127
3
I 400
I 5,978
!
5,776
.A. ---...-._.._... ....~',....~_, _ ~40.0
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'''.~'. ,_ ..,:>0'_-, ~,........,<,:_~.~
I
, 61,934
62
57
76
00
61
00
00
09
00
08
49
00
22
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
'I
J
55:
Kevin P. Handley
according to law, deposes and says that he
of the Estate of Faith Handley
is the Executor
being duly
",worn
Hampden Township
late of ___ ______ -- - -- -- ----------------- dl I Cumberland County, Pa., dec.eased Jlnd that the
Kevin P. Han ey ~xecu~or
within is an inventory made by, the said
of the entire estate of said decedent, consisting of all the personal propdrty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn to
and subscribed before
me,
I ~ ~"~""I"
June 18 19
,(~~~
01
Kevin P. Handley
Notarial Sell
Anne M. Col. MatarJ Pub1ie
Carttsle Borough. eullberttAd County
My commISSIon ell""" July 14. 2001
06
1242 Timber Vie"l Dri"8
Address
03
Mechanicsburg, PA 17050
01
Date of Death -
Day
Month
Year
INSTRUCTIONS
I. An iliventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8060l
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*'
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP ell-DOl
WILLIAM P DOUGLAS ESQ
DOUGLAS ETAL
27 W HIGH ST
CARLISLE PA 17013~~S58
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
:aOUNTY
ACN
07-23-2001
HANDLEY
03-06-2001
21 01-0335
CUMBERLAND
101
FAITH
H
j~_ 1
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ......
REV=i5'4-j-EX--AFP-n"2-:00Y-NOi'YCE--OF-YNHEifiTAifCE-YAX-]rpPRAYSEi'-iNT~--A[rOWANCE-(rR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HANDLEY FAITH H FILE NO. 21 01-0335 ACN 101 DATE 07-23-2001
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) 24.400.00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 25.779.65 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 11.754.57
8. Total Assets (8) 61, 934.22
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,506.63
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
II. Total Deductions (11) ] . 1i06 63
12. Net Value of Tax Return (12) 60,427.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 60,427.59
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 60,427.59 X 045 = 2,720.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,720.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-06-2001 AA496687 136.00 2,584.00
TOTAL TAX CREDIT 2,720.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
1/- 'd.o - PCOMMONWEALTH OF PENNSYLVANIA
~ ~ ~ DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
~lNHERITANCE TAX DIVISION
DEPT. Z8060l
HARRISBURG, PA 111Z8-0601
INHERITANCE TAX
RECORD ADJUSTMENT
WILLIAM P DOUGLAS ESQ
DOUGLAS HAL
27 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-08-2001
HANDLEY
03-06-2001
21 01-0335
CUMBERLAND
101
AIIoW'lt R_i tted
S~'~
'U~
REV-IS'S Ell iFP 02-18)
FAITH
H
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subIIit the upper portion of this fOri! with your tax paYll8nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is9j-E3f-AFP--fi'2-:ooY-----.-i-iiiHERYfAtiCE-i'Xi-RECORD--AU:rusi'MEN:r-i.-----------------------------
ESTATE OF HANDLEY
FAITH
H FILE NO. 21 01-0335
AD.JUSlltENT BASED ON:
VALUE OF ESTATE:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Kortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
ADMINISTRATIVE CORRECTION
9. FW'I8ral Expenses/A~inistrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Kortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governll8ntal Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
10.
11.
12.
13.
14.
TAX:
15. AIlount of Line 14 at Spousal rate
16. ADount of Line 14 taxable at Lineal/Class A rate
17. Anount of Line 14 at Sibling rate
18. ADount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(9)
UO)
(5)
(6)
(7)
(8)
. ~..._n.
DATE
06-06-2001
KJ:\oJ:.Lrl
NUI1BER
AA496687
l+J
INTEREST/PEN PAID (-)
136.00
ACN 101
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
24,400.00
30,779.65
.00
11,754.57
(8)
1,506.63
.00
(11)
(12)
(3)
(14)
(Schedule ..I)
.00 X 00 =
65,427.59 X 045=
.00 X 12 =
.00 X 15 =
(9)
AHOUtfT PAID
2,584.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 12-06-2001*.
DATE
08-08-2001
66,934.22
1, 506.63
65,427.59
.00
65,427.59
.00
2,944.24
.00
.00
2,944.24
2,720.00
224.24
.00
224.24
* IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (1;.88.
~ '* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Handley Faith 2101-0335
REVIEWED BY ACN
Emerson Luciano 101
SCHEDULE ITEM EXPLANATION OF CHANGES
NO.
Schedule E of the Probate return has been adjusted to include the 1996 Ford
Taurus valued at $5,000.00 per correspondence dated 07/17/01
Paqe 1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 1712B-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DOUGLAS WILLIAM P
27 W HIGH STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 224-48-3359
FILE NUMBER: 21-2001- 0335
DECEDENT NAME: HANDLEY FAITH
DATE OF PAYMENT: 08/30/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/06/2001
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
REMARKS: KEVIN PATRICK HANDLEY
C/O WILLIAM P DOUGLAS
CHECK#1006
SEAL
INITIALS: SK
RECEIVED BY:
REV-1162 EX(11-96)
NO. CD 000213
I
I
I
I
I
I
I
I
I
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
AMOUNT
$224.24
$224.24
\. I/'- c:; ~c -II
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
BUREAU O~ INDIVIDUAL TAXES
IN~RITANCE TAX DIVISION
D~T . . 280601
HARRISBURG, PA 17128-0601
WILLIAM P DOUGLAS ESQ
DOUGLAS ETAL
27 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNty
ACN
08-08-2001
HANDLEY
03-06-2001
21 01-0335
CUMBERLAND
101
Allount Rellitted
l. .1,
_
REV-1593 EX AFP <12-00)
FAITH
H
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is9j-E3f-AFP--fi'2-:iioY-----.-.-iiitiERYfANC-i-YAX-RE-cORif-Aij:.-uSYiriNY--..-----------------------------
ESTATE OF HANDLEY
FAITH
H FILE NO. 21 01-0335
ACN 101
"....... (+j AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-06-2001 AA496687 136.00 2,584.00
ME NT MUST BE MADE BY 12-06-2001*. TOTAL TAX CREDIT 2,720.00
BALANCE OF TAX DUE 224.24
INTEREST AND PEN. .00
TOTAL DUE 224.24
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
ADMINISTRATIVE CORRECTION
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
24,400.00
30,779.65
.00
11,754.57
(8)
9. Funeral Expenses/Adllinistrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/GovernMental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
10.
11.
12.
13.
14.
TAX:
15. Allount of
16. Allount of
17. AlIOunt of
18. AMount of
19. Principal
TAX CREDITS:
(9)
UO)
1,506.63
.00
(11)
(2)
(3)
(4)
(Schedule J)
Line 14 at Spousal
Line 14 taxable at
Line 14 at Sibling
Line 14 taxable at
Tax Due
rate
Lineal/Class A rate
rate
Collateral/Class B rate
(5)
(6)
un
(8)
.00 X 00 =
65 .427.59 X 045 =
.oox 12 =
.00 X 15 =
(9)
PAY
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE
08-08-2001
66,934.22
1,506.63
65,427.59
.00
65,427.59
.00
2.944.24
.00
.00
2,944.24
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.)
REV-1470 EX (6-88)
.. -. INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Handley Faith 2101-0335
REVIEWED BY ACN
Emerson Luciano 101
SCHEDULE ITEM EXPLANATION OF CHANGES
NO.
Schedule E of the Probate return has been adjusted to include the 1996 Ford
Taurus valued at $5,000.00 per correspondence dated 07/17/01
Paqe 1
/6 -~-/ /
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-1U1 EX AFP 1l2-01l
WILLIAM P DOUGLAS ESQ
DOUGLAS ETAL
27 W HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-15-2001
HANDLEY
03-06-2001
21 01-0335
CUMBERLAND
101
FAITH
H
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. sub.it the upper portion of this forll with your tax pay.ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6'ifj-Ex-AFP--n'2=OoY------...--fNifERiYANc"E--TAx-STATEM"E-NT-oF'-Accou'NT--.i.---------------- -- ---
ESTATE OF HANDLEY
FAITH
H FILE NO.21 01-0335
ACN 101
DATE 10-15-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-07-2001
P R I NC I PAL TAX DUE: .........................................._............_.............................................................................................................................................................._.
2.944.24
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-06-2001 AA496687 136.00 2.584.00
08-30-2001 CDOO0213 .00 224.24
TOTAL TAX CREDIT 2.944.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IE IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7) 240 - 6345
. /"
i'
Date: 2/07/2003
DOUGLAS WILLIAM P
27 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of HANDLEY FAITH
File Number: 2001-00335
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/06/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~?Jt& 1#1?rlt,R<<.-
DONNA M. OTTO .~ ~
DEPUTY REGISTER OF WILLS
cc: File
v/Personal Representative(s)
Judge
STATUS REPORT UNDER RULE 6.12
G1
(Jh
.
. ~-
Name of Decedent:
1Q.1.fh ~
3J~ /01
I I
2--~O 1 - ()O~}5
Admin. No.:
Date of Death:
Will No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 0 NO~
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: (0 ~
3. If the answer to No.1 is Yes, state the following:
a. Did the personal ~r~tative file a final account with the Court?
Yes _ No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date:~()> Sign2::~ p ~
~ . L l \ 6......... P 00 u ,-l-s.
Name
).1 ~,l-ll":jh sr
Ad~ Po-{iD\3
Telephone No. 7l, ~ ~\., I ()
Capacity: 0 Personal Representative
~ Counsel for personal representative
~.
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNA.
ORPHANS' COURT DIVISION
NO. ;2/ -0 I - 3 3 r
FIRST AND FINAL ACCOUNT
OF KEVIN PATRICK HANDLEY, EXECUTOR OF THE ESTATE OF FAITH
HANDLEY, DECEASED, LATE OF HAMPDEN TOWNSHIP, CUMBERLAND
COUNTY, PENNSYLVANIA.
DATE OF DEATH: MARCH 6,2001 NO. 21-01-0335
LETTERS GRANTED: March 29,2001
FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS:
APRIL 13,20,27,2001
DEBITS
PRINCIPAL: REAL ESTATE
PRINCIPAL: PERSONALTY
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
National City Bank Account
Northwest Savings Bank Account
Property Management Inc., refund on rent
Blue Cross/Blue Shield, refund
Waypoint Ban, close out account
National City Reimbursement
AARP refund premium
Life of the South refund
Michael Handley, two mortgage payments @$200.00
Oppenheimer Fund
Oppenheimer Fund
Faith Handley Mortgage to Michael Handley
1996 Ford Taurus , blue book value
Michael Handley, share of inheritance tax on real estate
State Farm Insurance refund
Com. Of P A, state treasurer, refund
IRS rebate
TOTAL DEBITS:
NONE
1,893.62
22,851.57
409.76
55.00
10.61
29.00
127.00
3.09
400.00
5,978.08
5,776.49
24,400.00
5,000.00
1,038.00
42.76
61.58
128.25
68,204.81
$68,204.81
CREDITS
The Accountant herein credits himself with the following:
TOTAL CREDITS:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Register of Wills
Internal Revenue Service, taxes
P A. Dept. of Revenue, taxes
H&R Block, 2000 income tax preparation
P A. American Water Co.
PP&L
VGI
Comcast
Cowan Monuments, Inc.
Cumberland Law Journal
Evening Sentinel
Register of Wills, inheritance tax
Register of Wills, filing inventory & final account
Register of Wills, additional inheritance tax
M&T, bank charges, checks
Vniv. of Pittsburgh, physicians
Louis A. Schenfeld, M.D.
Greenawalt & Co., 1041 tax prep.& P A 41 tax
TOTAL CREDITS
RECAPITULATION
TOTAL DEBITS
TOTAL CREDITS
BALANCE FOR DISTRIBUTION
/~ fl. /~
Kevin Patrick Handley
2
174.50
311. 00
58.00
92.00
35.25
38.49
104.49
19.19
490.00
75.00
108.71
2,584.00
225.00
224.24
25.90
40.85
225.73
601.00
5,433.35
$5,433.35
$68,204.81
$ 5.433.35
$62,771.46
(SEAL)
....
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
SS:,
)
Kevin Patrick Handley, being duly sworn according to law, deposes and says that
the averments of the within First and Final Account are true and correct to the best of
affiant's knowledge, information and belief.
I~ fJ. I~
Kevin Patrick Handley
(SEAL)
Sworn to and subscribed ~
before me this I' day of , 2003
~~vi~ Notary
Notarial Seal
Anne M. Cox, Notary Public
Carlisle Borol,lgh. Cumberland County
My Commission Expires July 14. 2005
3
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNA.
ORPHANS' COURT DIVISION
NO.
STATEMENT OF PROPOSED DISTRIBUTION
OF KEVIN PATRICK HANDLEY, EXECUTOR OF THE ESTATE OF FAITH
HANDLEY, DECEASED, LATE OF HAMPDEN TOWNSHIP, CUMBERLAND
COUNTY, PENNSYLVANIA.
I, the accountant herein, propose to distribute the said estate
in accordance with the Last Will and Testament of Faith Handley, as follows:
BALANCE FOR DISTRIBUTION
Less 1996 Ford Taurus, blue book value
Less Faith Handley Mortgage Forgiveness to Michael
Handley
Balance for Distribution
$62,771.46
5,000.00
24,400.00
$33,371.46
TO:
Jeffrey L. Handley
6481 Pine Cone Drive
West Carrollton, OH 45449
1/6 share of estate
Less $4,000 already received
Amount due
$5,561.91
$4.000.00
$1,561.91
Douglas Handley
1305 Front St.
Ridgway, PA 15853
1/6 share of estate
Less $4,000 already received
Amount due
$5,561.91
$4.000.00
$1,561.91
Colleen Handley Bush
500 Linton Hill Road
Duncannon, P A 17020
1/6 share of estate
Less $4,000 already received
Amount due
$5,561.91
$4.000.00
$1,561.91
..- -
Kevin Handley
1242 Timber View Dr.
Mechanicsburg, P A 17050
1996 Ford Taurus, blue book value
1/6 share of estate
Less $4,000 already received
Amount due
Michael C. Handley, Sr.
P.O. Box 544
Ridgway, PA 15853
Faith Handley Mortgage Forgiveness to Michael
Handley
1/6 share of estate
Less $4,000 already paid to Douglas Handley
for non forgiveness of mortgage)
Amount due
Brian E. Handley
5309 Mineral Spring Mt. Road
Valdese, N.C. 28695
1/6 share of estate
Less $4,000 already received
Amount due
TOTAL DISTRIBUTION
~A/~
Kevin Patrick Handley
5,000.00
$5,561.91
$4.000.00
$1,561.91
24,400.00
$5,561.91
$4.000.00
$1,561.91
$5,561.91
$4.000.00
$1,561.91
$62,771.46
(SEAL)
i~.t'''' ...
.... --",
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND
SS:,
)
Kevin Patrick Handley being duly sworn according to law, deposes and says that
the averments of the within Statement of Proposed Distribution are true and correct to the
best of affiant's knowledge, information and belief.
k /'. I~ (SEAL)
Kevin Patrick Handley
Sworn to and subff9J1 'bD~ed ~
b ore me this ~day of , 2003
Notary
Notarial Seal
. Anne M. Cox, Notary Public
Carlisle B~ro.ugh, Cumberland County
My CommIssion Expires JUly 14, 2005
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
DOUGLAS WILLIAM P
27 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of HANDLEY FAITH
File Number: 2001-00335
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASfiUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
J
\
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
HANDLEY KEVIN PATRICK
1242 TIMBERVIEW DRIVE
MECHANICSBURG, PA 17050
RE: Estate of HANDLEY FAITH
File Number: 2001-00335
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~..~
GLENDA FARNER STRASBiGGH
REGISTER OF WILLS
cc: File
Counsel
Judge
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
fA- \ +h H f\ t-lcil e.\
'3/~~~'
Date of Death:
Estate No.:
200 ( - OO~3s-
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
.Yes$ No D
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 witq ~;;.ourt?
Yes~ NoD ~ Cf-{ 03
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 D No D
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. ~ ~
Date: :2- \2..\ Ius- h?~ f
Sig{ature
W/UltiMA f ~i(~5
Name
?-.. L..u , ~, ~'h <;'"
Addres~( I. '> \ ~ I ~ A- c"" (.) (3
1 /1 '1.-~ ~ - Il9 0
Telephone No.
Capacity: D Personal Representative
~ Counsel for personal representative
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REV-,500EXI6-WI'
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
}(",-;);;J.o- II
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
I-
Z
W
C
W
U
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Handley, Faith a/k/a Handley, Faith H
/-'
OFFICIAL USE ONLY
FILE NUMBER
21-01-0335
DATE OF DEATH (MM-DD-YEAR)
3/6/01
DATE OF BIRTH (MM-DD-YEAR)
01/01/38
COUNTY CODE
NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
01,OriginalReturn
D 4. Limited Estate
D 6. Decedent Died Testate (Attach copy 01 Will)
D 9. Litigation Proceeds Received
D 2, Supplemental Return
D 4a. Future Interest Compromise (date ofdeall1 after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (dateofdeall1 between 12-31-91 and 1-1-95)
YEAR
SOCIAL SECURITY NUMBER
224
- 3359
48
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3, Remainder Return (date of death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Attach 5ch 0)
'""'
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N~lliam P. Douglas, Esquire
COMPLETE MAILING ADDRESS
27 W. High St.
Carlisle, PA 17013
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717-243-1790
OFFICIAL USE ONLY
(8)
61,934.2'2
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
24,400.00
25,779.65
(11)
(12)
(13)
1,506.63
60,427.5-9
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)
1,506.63
(14)
60,427.5_9
(6)
(7)
11,754.57
2,720.00
2,720.00
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
(9)
(10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O~ (15)
x.O~ (16)
x .12 (17)
x .15 (18)
(19)
16. Amount of Line 14 taxable at iineal rate
60,427.~9
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF VOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
r
STREET ADDRESS
-0
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 136 . 00
(1)
?7?O nn
Total Credits (A + B + C) (2)
136.00
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
(5)
(5A)
(5B)
258/, 00
A. Enter the interest on the tax due.
?SR4 00
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. retain the use or income of the property transferred; ........................................................................... 0 ~
b. retain the right to desi9nate who shall use the property transferred or its income; ........................................... 0 CY
C. retain a reversionary interest; or.......................................................................................................................... 0 [;v
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [U;
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
3. ~:~h~~~~:~~:;na~~~,~::;u~~~~;~::~~~;~I~.~.~~~~~;;~.~;~~;~~~unt or securi~.~;hi~.~r~~;~~;;~; .:.:::.::.:::: 8 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? .. .... ............ ................................................................... ...................... D B'"
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 besl of my knowjedge and belief, it is true, correct
and complete
Declaration of preparer other than the personal repreSBrltalive is based on all information of which preparer has any knowledge.
DATE
-1>-0/
ADDRESS
V /).,,1.. .:/:e;"'H'>.. c/oJ.... ~
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
1'1._1...-.: _1.)1- . /d'
.
/70S-0 C-
DATE
ADDRESS
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 sutviving 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% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even 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. ~9116(1.2) [72 P.S. ~9116(a)(1)J.
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)J. 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.
. REV-150> EX+ (1-97) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
Faith Handley
FilE NUMBER
21-01-0335
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
,.
Mortgage - Michael C. Handley dated October 12, 1998, $30, 00
o interest (Mother and son)
R corded in Elk County, PA, Mortgage Book 376, page 1077
D te of Death Balance was
24, 400'~00
TOTAL (Also enter on line 4, Recapitulation) $ 24,400.00
(If more space is needed, insert additional sheets of the same size)
REV.1soeEX~(1.e7l
ESTATE OF
'*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Indude the proceeds of litigation and the date the proceeds were received by the estate. All property joinUy-owned with the right ofsurvivorohip must be disclooed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
National City Bank Account
Northwest Savings Bank Account
Property Management, Inc., refund
Blue Cross/Blue Shield refund
Waypoint Bank close out
Natinal City reimb~rsement
MRP, refund premium
Life of the South refund
Mike Handley,2 mortgage payments
1,893.62
22,851.57
409.76
55
10.61
29
127
3.09
400
TOTAL (Also enter on line 5, Recapitulation) $ 25,779. 65
(If more space Is needed, Insert additional sheefs of the same size)
~EV'''OE)('''~' '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
This schedule must be completed and filed. tl1e answer to any of questions 1 tl1rough 4 on tl1e reverse side of tl1e REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHlPTODECEDENTANDTHE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSI~~ TAXABLE VALUE
ATTACH A COF't'OFTHE DEED FOR RfAL ESTATE.
NUMBER VALUE OF ASSET INTEREST IFAPPl.ICABLE
1.
Oppenheimer Fund 5978.08
Oppenheimer Fund 5776.49
11754.57
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-15l1 EX+ (12-99)
. .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Faith Handley
FILE NUMBER
21-01-0335
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1.
8. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
NONE
Name of Personal Aepresentative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State _ lip
Year(s) Commission Paid:
2. Attorney Fees NONE
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State _ Zip
Relationship of Claimant to Decedent
174.30
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Internal Revenue Service 311. 00
PA Dept. of Revenue 58.00
H & R Block, 2000 income tax prep. 92.00
PA. American Water Co. 35.25
PP&L 38.49
UGI 104.49
Comcast 19.3 9
Cowan Monuments, Inc. 490.00
Cumberland Law Journal 75.00
Evening Sentinel lUll. 11
TOTAL (Also enter on line 9, Recapitulation} $ 1,506.6..3
Debts of decedent must be reported on Schedule I.
(If more space is needed, insert additional sheets of the same size)
REV-1513EX+(1-91)
'*
SCHEDULE J
BENEFICIARIES
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRE.SS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
son 1/6 share
1. Jeffrey L. Handley .
6481 Pine Cone Drive
West Carrollton, OH 45449
Douglas Handley son 1/6 share
1305 Front St.
Ridgway, P A 15853
daughter 1/6 share
Colleen Handley Bush
500 Linton Hill Road
Duncannon, P A 17020
Kevin.~and1ey son 1/6 share
1242 Timber View Dr.
Mechanicsburg, P A 17050
Michael C. Handley, Sr. son 1/6 share
P.O. Box 544
Ridgway, P A 15853 1/6 share
E Brian E. Handley ~on
lOWN ABOVE ON LINES 15 TH OUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEE
II. NON. 5309 Mineral Spring Mt. Road
A. SF Valdese, N.C. 28695 'l WHICH AN ELECTION TO TAXIS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER Sl:IEET $
(If more space is needed, insert additional sheets of the same size)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (71 7) 240 - 6345
Date: 2/02/2005
DOUGLAS WILLIAM P
27 W HIGH STREET
CARLISLE, PA 17013
RE: Estate of HANDLEY FAITH
File Number: 2001-00335
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/06/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
i:b~ t~/}~4~
GLENDA FARNER STRAS~UGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
J