HomeMy WebLinkAbout01-0137
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of
also known as
AGNES R. KING
No.
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 189 09 4095 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last will of the above decedent, dated .T an. 27. 1989
and codicil(s) dated
21-01-137
named
, 19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
h er last family or principal residence at 1060 Crains
Cumberland County. North Middleton TWD.
(list street, number and muncipality)
County, Pennsylvani~ with
Gap Rd., Carlisle, rA 17013
Decendent, then 93 years of age, died November 23, 2q019
at Good Samarit{ln Hospital, Lebanon, PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the willoffered 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 $ 238.500.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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Ja e F. Burke
S11c("o.ccnr t-n l4'~rmpr!::
Onp WP~t High Street
Carli~le, FA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1-- ss
COUNTY OF CUMBERLAND J
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 represen-
tative(s) of the above deced~nt petitioner(s) will well and t ulyad i ister the estate according to law.
Sworn to or affirmed and subscribed
before me this 8 ___ day of
~ JANUARY Ji~ 2001
--;:;;:-~5,'~;'/7/"" SIIC'.l'eRROr to Farmers Trust
v / Registe
/6 - C:;o 7- /6
~o. 21-00-137
Estate of
AGNES R. KING
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW February 5 1i~ 2001, 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 January 27, 1989
described therein be admitted to probate and filed of record as the last will of
Agnes R King
and Letters Testamentary
are hereby granted to M&T BANK. SUCESSOR TO FARMER's TRUST CO
~/<y(J ';;jJ:/// ~L2;hh(C ,/Ak"'7
egisttT of Wills
FEES
Probate, Letters, Etc. .........
Short Certificates( ) . . . . . . . . . . .
.JC-pag.es.
KenUnC1atlOn ................
JCP
$
$
$
$ 5.00
TOTAL _ $ 293.00
. . .1::9~:-.~Q9.1. . .. . .. . . . . . . . .. . . . . . .
270.00
13.00
3.00
Edward L. Schorpp~ Esquire
ATTORNEY (Sup. Ct. !.D. No.)
Ten East High Street
Carlisle. PA 17013
ADDRESS
717-243-3341
~j~
Filed
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This is lO enld}' riLl! . !HC information here given is correctly copied from an original certificate of death duly filed with me as
Lxai f~q.>;istr;lr The ("'i:inal certificate will be forwarded to the State Vital Records Office for permanent filing.
\tV,~RNING: It is illegal to duplicate this copy by photostat or photograph.
No.
a~~~ m.7Lk~
Local Registrar
h.' fe"~ d,:., certificate, $2.00
p
6984142
NOV. 2 b 2000
Date
21-01-137
01.143"".2117
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
STAll "ILI ~UM8EA
NAME OF DECEDENT (f ItSt, Midde, l_~
..
AGE (l... ~ UNOER t Y€AR
- Oayo
so
SOCIAL SECURITY NU~BER
female .. 189 _ 09 - 4095
OAt E OF DEATH ,Me... 0.", ',",'
.. November 23, 2000
Agnes R. King
..
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It. ~laggie Stewart
"'''''MANT3'~AOQI!ESS''''''.~._.1'''''''''''_ t Pa. 17067
. 'j~ w. ~arpenter Ave. r~ers own,
PlACE OF llISl'Ol;/TIOH""""""C_""n"'" lOCAhOH.~. 51.... Z9Coc1o
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MANNER OF DEATH
OATE Of INJURY
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TiME OF INJURY
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DESCRIBE HOW INJURY OCCURRED,
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-CERTIFYING PHYSICIAN (Ph~ e~ QuSe d Gn1h whet> ~roothef pt'YSIC~ has pronounc:ed des'" ana ~ed '*" 23)
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'PRONOUNCING AND CE"'WYINQ PHYSICIAN IPhyslaan boIh uronounc.ng death ~ certtl'fl"Cj to cause of Math)
-....... of my ..no..... ..... OCCUfrM .,IIM..... .,.. end pIKe. and due 10 the caUM(.) and m."".,.. ".leeI..
'MEDICAL EXAMINERlCOAONEA
On 11M bill'. o,.......".tlon .nd/or fnv...It.'kln.1n my optnlon. de.th occurred at ttM tlm.. da'e,.nd place,.nd due t. the CMI..(s).nd
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REGI RAA'S StGHATUAE AND NUM8f,R
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WILL
21-01-137
I, Agnes R. King, of 1060 Crains Gap Road, Carlisle,
Cumberland County, Pennsylvania, being of sound disposing mind
and memory, and fully appreciating the nature of my worldly
estate and the natural objects of my bounty, do make, publish,
and declare this as my last will and testament, and I hereby
revoke any and all will sand codic il s to' will s by me heret of ore
made.
FIRST: (a). I give my gold ring wi th three diamonds mounted
on it to my sister, Verna M. Miller, of 353 West Carpenter Street,
Myerstown, Pennsylvania.
(b). I give Two Thousand Dollars ($2,000.00) to
Grace United Methodist Church of Carlisle, Pennsylvania.
(c). I give Two Thousand Five Hundred Dollars
($2,500.00), each, to Lewis Eugene Walters and Sharon Swann
Walters of 1061 Crains Gap Road, Carlisle, Pennsylvania.
SECOND~ I give the remainder of my estate as follows:
1. One-third to Malcolm Seager of Myerstown, PA, John
Seager of Myerstown, PA, and Diane Seager Reid of Geneva, New
York, children of my sister, Anna I. Seager. If any of them do
not survive me I give the share of such deceased person to the
other children of Anna I. Seager.
2. One-third to Alfred Edwin Rhoads, brother of R.D. #1,
Fredericksburg, Pennsylvania.
3. One-third to Verna M. Miller, sister, of Myerstown,
Pennsylvania.
THIRD: If Alfred E. Rhoads or Verna M. Miller do not survive
me I give his or her share to his or her children, if any
survive me. Otherwise, I give the share to the other of those
two named persons.
FOURTH: I direot that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid by my personal representative
as an expense of the administration of my estate.
FIFTH: I appoint Farmers Trust Company of Carlisle,
Pennsylvania, executor to settle my estate. My executor shall
serve without the necessity of filing bond, and I direct that the
services of Marion R. Lower, Attorney at Law, of Carlisle,
Pennsylvania, be used in the settlement of my estate.
sr~
:1.'7
1989
(, f)
\ 1 CI: rl\ J../\ \\
. A~es' R'. King
:J
VI". ::: J.S E A L )
/r
1.
.
Signed, published and declared by Agnes R. King, the testatrix
herein named, as and for her las~ will and testament in the
presence of us, who, at her request, in her presence, and in
the presence of each other, have subscribed our names as
witnesses thereto.
r^1~ 7P- A~
2.
21-01-137
-I ' ~ l-&()/
\~:f~M..-
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
////
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(each) a subscribing witness to the will presented herewith, (each) bei
law, depose(s) and say(s) that
duly qualified according to
present and saw
the testat , sign the same and that
reqUest of testat in h presence and (in
other subscribing witness(es)).
signed as a witness at the
e presence of each other) (in the presence of the
Sworn to or affirmed and subscribed be
me this ay of
19_
(Name)
(Address)
Register
.,,/
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
David C. Gority and Lois K. VanOrden
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of Agnes R. King
cftic:il
will
testa~ ix
of ~XBkxNxx~H~XKkR~~~) the
presented herewith and
codicil
believes the signature on the will is in the handwriting of
that
they
Agnes R. King
to the best of .their
_ knowledge and belief.
Sworn to or affirmed and subscribed before
me this 8th day of David C. Gority (Name)
?y(;. _ ~ 2001"0,, ne West High St., Carlisle,
, ?r,p;/.nj,!P )~~ . i,!:{tressi
. RegISter" \1L (. rAL-1 ./
. Lois K. VanOrder(Name)
One West High St., Carlisle,
PA 17013
PA 17013
(Address)
21-01-137
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
~
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
the testat , sign the same and that signed as a witness at the
request of testat in 11 presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
David C. Gority -and 1~L K. Vu.uO_deR
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of Agnes R. King
cak:il
will
of ~xBii::xDbelasll~xwitJ'lasssllS{~) the
presented herewith and
codicil
believes the signature on the will is in the handwriting of
testaJ:'ix
that
they
Agnes R. King
to the best of their
knowledge and belief.
Sworn to or affirmed and subscribed before
me this 5th day of Da id C. Gori (Na z)
. February . ~~ One West High St., Carlisle, PA 17013
//7'///(?~///L!//LJjll) ~~~~ (Address)
(-;/ RegISter
Lois K. VanOrder(Name)
One West High St., Carlisle, PA 17013
(Address)
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rI M&I' Investment Group
Register of Wills
One Courthouse Square
Carlisle, P A 17013
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
AGNES R. KING
Date of Death:
November 23,2000
Will No. :
21-01-0137
Admin. No.
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 February 12,
2001.
John Seager
609 South Railroad St.
Myerstown, P A 17067
Diane Seager Reid
136 Hillcrest A venue
Geneva, NY 14456
Sandra James Linda Myer
1086 Richland Road Box 411
Stouchsburg, P A 17087 Schaefferstown, P A 17088
John C. Rhoads, Sr.
10 1 Rhoads Lane
Myerstown, PA 17067
Vema M. Miller
353 West Carpenter St.
Myerstown, P A 17067
Grace United Methodist Church
45 South West Street
Carlisle, PA 17013
Lewis Eugene Walters
1061 Crains Gap Road
Carlisle, P A 17013
Sharon Swann Walters
1061 Crains Gap Road
Carlisle, PA 17013
Notice 1= now boon givon to 011 p",o", ontitlod lboreto nude' Rulo 5.6(a~~i>L
Oat" Fob"""" 12, 2001 Signature t::-
Name Jan F. Burke
Address Manufacturers and Traders Trust Company
One West High Street
Carlisle, P A 17013
717-240-4504
Capacity: Personal Representative
cc: Edward L. S.@horpp, Esq.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
ss:
Jane F. Burke Vice President, Manufacturers & Traders Trust Co.
being duly sworn . according to 'aw, deposes and says that she is ..
Executor of the Estate of Agnes R. King
late of ~rt.h. Middl~tQ1l..J;'QWJ.lQhip___~_ , Cumberland County, Pa., deceased and that the
within is an inventory made by Manufacturers & Traders Tru'st Co. , the said Executor
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except rea' 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
and subscribed before me,
~J-&J& .
Executor - Administrator
:x;~u;qGM: w ~=I
Manufacturers & Traders Trust Co.
P.O. Box 220 Carlisle, PA 17013
Address
Date of Death _'
Notarial Seal
Kathy J. Lear, Notary Public
Carlisle Boro, Cumberland Cour y
My Commission Expires July 26, 2004
23 Member, Pennsylvania Association 01 NotariNuv emb e r
Day Month
2000
Y..r
INSTRucnONS
, .AR inv9r.~~ry,must be filed within three months after appointment c:if 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 persona'tyor realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
AGBES R. DlfG
deceased
- 9771.227 shs. Vision Interaediate Ter.Bond Pond '123
- Dividend for Vision Inte:raediate Ter. Bond Fund '123
- 2015.406 shs. OppenheiBer Strai;egic IncCUle Fund Class A
- Dividend for Oppenhe:iaer Strategic IncOllle Fund Class A
- 2.5H par US Tr~ Bote 5.625% 2-28-01
- Interest to DOD on. US Treasury Rote
- Inco.e to DOD Agnes R. King, Power of Attorney
- Principal Cash Agnes R. King, Power of Attorney
- .
- Blue Cross/Blue Shield PreJliua Refund
- If&THank, Checking Account '421863
- USG ADnuity Contract US062811
.......
,;or:
91,165 55
471 95
8,101 93
68 53
24,957 06
332 04
9,471 84
84,854 37
162 40
19,340 94
11,526 77
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MANUFACTURERS & TRADERS TR.CO.
ONE WEST HIGH STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 189-09-4095
FILE NUMBER: 21-2001- 0137
DECEDENT NAME: KING AGNES R
DATE OF PAYMENT: 08/01/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/23/2000
NO. CD 000102
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $10,159.22
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TOTAL AMOUNT PAID:
$10,159.22
REMARKS: M & T COMPANY
CHECK#1016389
INITIALS: VZ
RECEIVED BY:
SEAL
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
-
\, /b- 0207-/0
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-01-2001
KING
11-23-2000
21 01-0137
CUMBERLAND
101
MANUFACTURERS &
1415 RITNER HWY
PO BOX 220
CARLISLE
TRDER 'tR
*'
IEY-1547 EX AFP <12-001
AGNES
R
Amount R_iUed
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013 .
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is'4-j-E3f-AFP--fi'2-:iioY-NCfficE--OF-YNHEifiTANCrTAX-APPRifisEifENT~--Ar.rOWANCE-oii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KING AGNES R FILE NO. 21 01-0137 ACN 101 DATE 10-01-2001
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. AMount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due,
TAX CR~DITS:
f'AynENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-20-2001 AA478040 1,052.63 20,000.00
08-01-2001 CDOOOI02 .00 10,159.22
INTEREST IS CHARGED THROUGH 10-16-2001 TOTAL TAX CREDIT 31,211.85
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 490.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 6.54
TOTAL DUE 496.54
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
125,097.06
.00
.00
125,356.32
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
22,348.76
20.00
(11)
Cl2)
Cl3)
(14)
NOTE:
.00
.00
73,694.88
152,389.74
X 00 =
X 045 =
X 12 =
X 15 =
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
250,453.38
~2 .368 U.
228,084.62
2,000.00
226,084.62
19 will
(19)=
.00
.00
8,843.39
22,858.46
31,701.85
( 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.147D EX (6-88)
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
,
FILE NUMBER
AGNES R KING
REVIEWED BY
ACN
2101-0137
101
John Kealy
ITEM
SCHEDULE NO.
H B-3
EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
ROW
Page 1
REV-1162 EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INDIVIOUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 000455
RECEIVED FROM:
M & T INVESTMENT GROUP
ONE WEST HIGH STREET
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
-------- fold
101
$496.54
ESTATE INFORMATION: SSN: 189-09-4095
FILE NUMBER: 21-2001- 0137
DECEDENT NAME: KING AGNES R
DATE OF PAYMENT: 10/29/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 11/23/2000
TOTAL AMOUNT PAID:
$496.54
REMARKS: M & T INVESTMENT GROUP
CHECK# 754092
INITIALS: DO
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
SEAL
REGISTER OF WILLS
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m M&I' Investment Group
Trust Operations
One M & T Plaza - 8th Floor
Buffalo NY 14203
Recoraed of
Register 01 'iViIIs
12/4/01
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
'01 Die -7 All :30
Clerk- C
C',umbetlanCi Co., PA
No. 200010135
KING, AGNES R. ESTATE
119544609
12/4/01
OFFICER 0075 JANE F. BURKE
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
o INCOME ~ PRINCIPAL
$1.57
20 FILE # 21-01-0137 BALANCE PA INHERITANCE TAX
"
TRSCHKTRCHKl
IOO:i
DETACH-& RETAIN FOR YOUR RECORDS
"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
M & T INVESTMENT GROUP
ONE WEST HIGH STREET
CARLISLE, PA 17013
_n__n_ fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 189-09-4095
FILE NUMBER: 21-2001- 0137
DECEDENT NAME: KING AGNES R
DA TE OF PAYMENT: 12/07/2001
POSTMARK DATE: 12/05/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 11/23/2000
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
REMARKS: M & T INVESTMENT GROUP
CHECK# 200010135
SEAL
INITIALS: PB
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 000615
MARY C. LEWIS
REGISTER OF WILLS
AMOUNT
$1.57
$1.57
C/~
..
STATUS REPORT UNDER FULE 6.12
Name of Decedent: Agnes R. King
Date of Death: November 23,2000
Will No.
2101-0137
Admin. 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 ofthe estate is complete:
Yes X
No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X 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 No X
Copies of receipts, releases, joiners 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: October 15,2002
~~~,
Si ature
Jane F. Burke, Trust Officer
M and T Investment Group
1415 Ritner Highway
P.O. Box 220
Carlisle, PA 17013
717-240-4504
..
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 10/08/2002
MANUFACTURERS & TRADERS TR.CO.
ONE WEST HIGH STREET
CARLISLE, PA 17013
RE: Estate of KING AGNES R
File Number: 2001-00137
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 11/23/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~ 7Jt!J1t# I~
MARY C. LEWIS
REGISTER OF WILLS
cc: .v'File
Counsel
Judge
/b-do7r'/CJ
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
st*
REV-I6D7 EX AFP liZ-DOl
AecoraedOfflce of
Register of Wills
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-26-2001
KING
11-23-2000
21 01-0137
CUMBERLAND
101
AGNES
R
MANUFACTURERS 8
1415 RITNER HWY
PO BOX 220
CARLISLE
TRDER .q~ NaY 30 P 3 :20
Allount Rellitted
Qerk-C\ .. s Court
PA QI1\Derland Co., PA
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=i6ifj-i3r-AFP-fi'2-:ooy------...--iNifiiITANcE--TA3r-STA-fEME-tiT-O-F'-ACCoui.ff--...---------------------
ESTATE OF KING AGNES R FILE NO. 21 01-0137 ACN 101 DATE 11-26-2001
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 PRO~ECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-01-2001
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
31,701.85
PAYMENTS (TAX CREDITS):
BAL
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-20-2001 AA478040 1,052.63 20,000.00
08-01-2001 CDOOOI02 .00 10,159.22
10-29-2001 CDOO0455 6.54- 496.54
ANCE OF UNPAID INTEREST/PENALTY AS OF 10-30-2001 TOTAL TAX CREDIT 31,701.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1.57
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 1.57
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" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
/(;-c2tJ 7- /0
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*It
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
REV-ln7 EX AFP (12-01>
MANUFACTURERS &
1415 RITNER HWY
PO BOX 220
CARLISLE
TRDER TR
.02 JAN 25
,,~C~~TE OF
"'''liATE OF DEATH
FILE NUMBER
P 2 ~~NTY
01-22-2002
KING
11-23-2000
21 01-0137
CUMBERLAND
101
AGNES
R
ReC011>~
Re~J1Ec~
Clerk. ;
PA 17013 C'A,mberla',J iO
Allount Rellitted
I.,. . (;
"-_.-\..-" ',-, ! ~
PA
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. submit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :i6""O-j-E3f-AFP-fi2:ooY------...--iNirEii'i~fANcE--TA3f-sT'A-fEME-tiT-""o-F-Accouiff--...---------------------
ESTATE OF KING
AGNES
R FILE NO.21 01-0137
ACN 101
DATE 01-22-2002
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: 10-01-2001
PR I NC I PAL TAX DUE: ..................._.....................................................................................................................................................................................................
31.701. 85
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-20-2001 AA478040 1.052.63 20.000.00
08-01-2001 CDOO0102 .00 10.159.22
10-29-2001 CDOO0455 6.54- 496.54
12-05-2001 CDOO0615 1. 57- 1.57
TOTAL TAX CREDIT 31.701.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
if 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" (CRl.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
RElJ..1SOOEX,{6.OO)
I!!
~~~
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Woo
Gfil
~
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEAlTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 1712B-<l601
I-
Z
W
Q
W
U
W
Q
DECEDENT'S NAME (lAST, FIRST AND MIDDLE INiTIAl)
KilIG, AGNES R.
DATE OF DEATH (MM-DIJ-YEAR) DATE OF BIRTH (MM-llD-YEAR)
11/23/2000 08/30/1907
(IF APPlICABlE) SURVMNG SPOUSE'S NAME (lAST, FIRST, AND MIODLE INiTIAl)
~ 1. Original Retum
o 4. Umited Estate
Q 6.lJecedent Died Testate __"'Will
o 9.litigatioo ProceeOs Received
o 2. Supplemen/lll Retum
o 43. Future Interest Compromise {dale d d8eDJ . 12-12.a2}
o 7. ClecedentMaintainedal.MngTrusl__"'T"",!
D 10. Spousal Poverty Credit (del8ddeafl blllween 12-31-91 ard 1-1.95)
OFFICIAL USE ONLY ~
__ II..c ~ ;2..0'7 - } ()
FILE NUMBER
L L - ...ILL _...ILl. .....3 -1 _
COOffflCOOE YEAA 1UI8ER
SOCIAl SECURITY NUMBER
189 - 09 4095
THIS RETURN MUST BE RLED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAl SECURITY NUMBER
o 3. Remainder RebJm (dIM ddellh pdar D 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Numbet of Safe lJeposil Boxes
o 11. EJection to lax under Sac. 911;J(A) (-. "" 0)
...
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COMPlETE MAIUNG ADDRESS
P.O. Box 220
1415 Ritner Highway
carliSle. PA 17013
TElEPHONE NUMBER
717-240-4504
z
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~
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l-
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~
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a:
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporallon, Par1nersl1lp or SoIe-ProprielOlsh/p
4. Mor1gages & Noles Receivable (Schedule OJ
5. Cash, _ 0ep0si1s & MisalI1aneous Personal Property
(Schedule E)
6. JoinUy Owned Property (Schedule F)
o 5epanl1e Biling Requested
7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total GI'OII_ (total Unes 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts ofDeoe<lent, Mortgage liabilities, & Uens (Schedule I)
11. TolaI DeductIons (lOIal Unes 9 & 10)
12. Net VBlueofEstsle (line B rrinus Unell)
13. Charilable and Govemmenlal8equestslSec 9113 Trusts lor whicl\ an election to lax has lIO\ been
made (Schedule J)
(1)
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
no
125,097..-06
.00
.00
l?IiJ"lIli';' '1.?
(6)
(7)
.00
.00
(9)
(10)
(S) 250,453.38
25.848.76
14. Net VBIue SubjottIoTax (Une 12 minus Unel3)
z
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!;(
I-'
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a.
:E
o
u
~
SEE INSTRUClIONS ON REVERSE SIDE FOR APPLlCABLE RATES
15. Amount of Uno 14laxable alll1e spousal lax
rate. or transfers under Sec. 911B (.)(1.2)
x.O_ (15)
16. Amounlof Uno 14laxable allineal rate
x.O_ (16)
72.528.21
150,056.41
x .12 (17)
x .15 (18)
{19}
17. Amount of Line 14_ at sibling ..Ie
lB. Amount of Uno 14laxable.t collatarol Illte
19. Tax Due
20.0
CHECK HERE IF Y0U ARE REQUESTING A REFUND QF AN OVERPAYMENT
:"!;j;\}':-'~'~:'-:
. :1('
"ll'''..llfi'.
;<~;~','lf:~:;""; _"\:'0
,-.." ,,,:
,n nn
(11)
(12)
(13)
25.868.76
224,584.62
2.000.00
(14)
222,584.62
.00
.00
8,701.19
22.508.46
31.211.85
,:i(" -,,~~, -"C,".' "~-:(f-)Y(~;JR":~A~::t~;~f(~ ,)';\~.
Decedent's Complete Address:
STREET ADDRESS
353 West Carnenter Street
CITY I STATE I liP
PA 17067
Tax Payments and Credits:
1. Tax Due (Page Wne 19)
2. CreditslPayments
A. Spousal PolIefty Credn
B. Prior Payments
C. Discount
(1)
1].1]].8'i
nQ
:>0,000 00
l,O'i1.63
TotaICredils(A+B+C)
(2)
21.052.63
3. Interest/l'enalty ~ applicab/e
D. fntelllSt .
E. Penalty
Totalln_enalty ( D + E ) (3)
4. ~ Une 2 is greater than Una 1 + Una 3, enter the d'rtference. This is the OVERPAYMENT.
CI1eclI box on Page 1 line 20 to request. I8fund (4)
5. ~ Una 1 + Una 3 is greater than Line 2, enter the difference. This Is the TAX DUE. (5)
.00
10,159.22
A. Enter the interest on the tax due.
(SA)
(5B)
B. Enter the total of Una 5 + SA This Is the BALANCE DUE.
10.159.22
Make Check Payable to: REGISTER OF WILLS, AGENT
p:~~ fil Jif f'-ILl "'JJ~J\'m--- un f~l._f]i' l:Bfi J;,..t:l~ ~_LL..JlIiIIl
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN .X.'N THE APPROPRIATE BLOCKS
1. Did decedent make a I1ansfer and; Yes No
a. retain the use or income of the property transfenred;.......................................................................................... D Ii]
b. retain !he right fn designate who shaH use the property I1ansferred Qr iIs income; ............................................ 0 Ii]
c. retain a reversionaJ)' interes~ or.......................................................................................................................... 0 Ii]
d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 Ii]
2. ~ death 0CCUITBd after December 12, 1982, did decedent bansfer property within one year of death
without receiving adequate conSideration? .............................................................................................................. 0 IiJ
3. Did decedent own an rill trust 101' or payable upon death bank account or security at his or her death? .............. D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ 0 I!J
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 peq..y. I declare that I have examined this retum,iocIuding ~ SChedules and statements, aOO 10 !he best of my knowledge and bel'18f. it is true, correct and complete.
Oecfaration ofprepal1ll'o#letlflan!tle personaIrepresentafM! i$based.oo.af informalion ofwf1ich f)l8fJMN hasanyllnowledge.
IGNATU 0 ERS RESPONSIBLE FOR FILING RETURN DATE
Vice President, Manufacturers & Traders Trust COIIlpany
DRESS
P.O. Box 220. 1415 Ritner Highway, Carlisle. PA 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
L l_ ~ _ rl1_ilim~ :W~I!~ J - J l _
For dales of death on or after July 1, 1994 and beIcre January 1, 1995, the tax rate imposed on the net value of I1ansfers to or for the use of the suMving spouse is 3%
[72 P.S. ~9116 (a) (1.1) Q)]'
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of I1ansfers In Qr for the use of the sulViving spouse is 0% [72 P.S. ~9116 (a) (1.1) Qi)].
The statute does not exemot a bansfer to a surviving spouse from tax, and the .statutory mquirements for disclosure of assets and filing a tax return are stili applicable even II
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 chUd lwenty-Qne 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. ~116(al(1.2)].
The tax rate imposed on the net value 01 transfers to Qr for the use of the decedenfs lineal beneficiaries is 4.5%, except as nolad in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J.
The tax rate imposed on the net value oIbansfWs fn Qr for !he use of !he decedenfs siblings is 12% [72 P.S. ~116{a)(1.3)]. A sibIlng is defined, under Section 9102, as an
individual who has at least one parent in common with the deceden~ whether by blood or adoption.
FlEY-ISI3EX.lt.an
ESTATE OF
'*'
SCHEDULE B
STOCKS & BONDS
COMllONWEALTIl Of PENNSYl.VANA
INHERfTAHCC TAX RE11JRN
Rl;S1 DENT
FI.E IlUIIBER
21 01 0137
AGI!IES R. KIIIG
All property jolnlly.-.edwllb rlglltol_lp _ be_ OIl __ F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
VAlUE AT DATE
OF DEATH
$ 91,165.55
471. 95
DESCRIPTION
9171.227 Shs. Vision Intermediate Tera Bond Fund #123
Div. Itea 1
2015.406 Shs. Oppenheilller Strategic InClJIIe Fund Class A
8,101~93
68.53
Div. It:ea 3
25K par US Treasury Note 5.625% 2-28-01
24,957.06
Int:erest to DOD Item 5
332.04
.......
TOTAl. (Also enteron line 2, RecapiluIaIIon) $ 125,097.06
(" more space is needed, insert addI1ioOaI sheets of the same size)
REV.l!!llBex+(f-91)
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMl/ONWEAlTH OF f'ENNSYl.VANIA
INHERIT ANCl: TAX RETURN
RESIDENT DE
ESTATE OF
AGHES R. nIlG
FILE NUMBER
21 01 0137
IncIud.!he proceeds of litigation and Il1e da1e Il1e proceeds were received by Ihe _ AI "",polly jaintIy-owned wiIb Il1e right oIsurvfvo...hip must be d_ on Schsdtdo F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF OEA TH
1. Incmae to OOD Agnes R. King, Power of Attorney 9,471.84
2.
Principal Cash Agnes R. King, Power of Attorney
Blue Cross/Blue Shield, PreaiUlll Refund
84,854.37
162.40
3.
4.
K&T Bank, Checking Account #421863
19.340.94
5.
USG Annuity Contract US062811
11,526.77
'.~
TOTAL (Also enter on IIn. 5, Recapitulation) $
(n more space Is needed, insert additional sheets of tile same size)
125.356.32
m1M&rBank
April 20, 200 I
RE:
Estate Search
The Estate of:
Date of Death (0.0.0.)
AGNES R KING
11/23/2000
To Whom It May Concern:
Identified below is the account infonnation requested.
I. M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
apening Branch
D.a.D. Accrued Interest
Balances
(Includes Accr.
Int.)
$19,340.94 $.00
CHK
421863
AGNESRKING
cia VERNA M MILLER
4319
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount awed
Account Description
NO. Safe Deposit Box titled in the Decedent's name existed at our office.
I f you have any questions about the infonnation provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CaRPaRA naN
BY:
~~~
.~
Authorized Signature
DATE:
4~20-ol
Manufacturers and Traders Trust Company' 1100 Wehrle Drive, Po. Box 7fil. Buffalo, NY 14240.0767
...
David A. langan
Case Manager
Wienken & Associates
Financial Selvices
214 Senate Avenue, Su~e 303, Camp Hill, PA 1 7011
717-763-7365 FAX 717-763-7684
PalrIcia S. Langan
Markeflng Project Manager
Undo S, ShanK
Certified Pcralegal
Client Services
Robert J. langan, CFS
Investment Adviser Representaflve
Christens McNuNy
Certified Pcralegai,
PcraPlanner
June 28, 2001
M & T Investment Group
Attn: Jane Burke
POBox 220
Carlisle, PA 17013
RE: ESTATE OF AGNES R. KING
USG ANNUITY CONTRACT # US062811
Dear Miss Burke:
The value of the above referenced annuity contract as of November 23,2000 was
$11 ,526.77.
If you need any further information, please contact my office.
Robert J. Langan, CFS, CSA
RJUcmm
Estate, Re1Irement, Business and Personal Financial SeMces . Employee Benefits
PennsylVania offices in Harrtsburg . Philadelphia . state College
Robert J. l-angan offers investment Advsorv Senilces through Wlenken & Associates RIA, Ltd.
Wlenken.& Associates RIA, Ltd. Is not a subsidiary or afflliafe of MML Investors Services inc.
Robert J. l-angan off"", Secu<Ilies 1hrough MML Investors ServIces Inc.
Supervisory OtfIce: 214 Senate Avenue, Camp Hili, PA 17011 . 717_763-7365
JUL 0 2 2D01
AE\I.1511 EX+- (12-99) .
*'
COMMONWEALTH OF .PENNSYLVANIA
INHERITANCE TAX REl1JRN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
AGNES R. KDIG
filE NUMBER
21 01 0137
~~~mmM~~~~L
ITEM
NUMBER . DESCRIPTION AMOUNr
A. FUNERAL EXPENSES:
I. GROSE FDNEllAL BOHE, INC. 5,390.00
B. ADMINISTRATIVE COSTS:
1. PelSOO8l Representative's Commissions
Name 01 PelSOO8I Represenlative(s) Manufacturers and Traders Trust Com>anv 10,765.17
Social Seeulily Nue1ber(s)/EIN N\lmber ot P....... RepI1lSeflIaliVes)
SIIeet Address 1415 Ritner Rild1vav, P.O. Box 220
City Carlisle S1ateJ>.\....Zip 17013
Yeel{s) Commissial Paid:
.
2. Attorney Fe..~rtson, Deardorff, Williams & Otto 5,382.59
3. Family Exemption: (n _enrs address is not tile same as ~s, attach expIanaIlOn)
Claimant Verna Hiller 3,500.00
SIIeet Address
City SIale_ Zip
AeI8l1onship 01 Claimant 10 Decedent Sister
4. Probele_
5. Accounlanfs Fe..
6. Tax Retum Preparefs _
7. Register of Wills, Letters Testamentary 293.00
Recorder of Deeds, Filing Releases 18.00
Closing and Filing Costs 500.00
"
.,y:. - TOTAL (Also enter on line 9, Recapitulation) $ 25,848.76
Qf more space is needed. insert addiliooal sheels ollM same size)
-"I5f2ex.cr.f1J
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
CO....OIlWE.UHOF__VAHIA
IllHEmTAHCC TAX RElIJRN
RE IlECSlEHT
ESTATE OF
AGRI!S R. IlBG
FILE NUMBER
21 01 0137
Include unrelmbumd _leal oxpensa.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Check presented after OOD to It&T Bank
Checking Account 1421863
20.00
-~.
TOTAL(Alsoenleronline10,RecapituJatfon) $ 20.00
(If mae space is needed. insert additional sheetS QI\t1e same sI%e)
A>V'~""""O'.
CQMMOHWEALTH OF PENNSYLVANIA
INliERITANCE TAX RETURN
RESlIlE>IT OECEOE>IT
SCHEDULE J
BENEFICIARIES
ESTATE OF
AGIIES 11. KDIG
FIlE NUMBER
21 01 0137
RElATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not UstTrustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
L TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. VERlIA H. MTU .n
353 West Carpenter Street
Hyerstown, PA 17067
2. JOHN SEAGER
609 South llailroad Street
Hyerstown, PA 17067
Sister 1/3 of Residue
Nephew
1/6 of Residue
3. DIAlIE SEAGER REID
136 Hillcrest Avenue
Geneva, NY 14456
Niece
1/6 of Residue
4. SANDRA JAMES
1086 Ilichland Road
Stouchsburg, PA 17087
Niece
1/9 of !led-due
5. LlllIlA IlYEIl
Box 411
Schaefferstown, PA 17088
Niece
1/9 of Residue
(additional sheet attached)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE. ON REV 1500 COVER SHEET
Il. NON-TAXABLE DISTRIBUTIONS: .
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
GRACE UNITED METHODIST CHUR.CII
2,000.00
TOTAL OF PART Jb,ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $2,000.00
(If more space IS needed, msert additional sheets of the same size)
SCHEDULE J
BEHEFICIARII!S (Coned')
l!Iumber NaIIe and Address of Person REceiving Property
6 JOHN C. RHOADS. SR.
101 Ilhoads Lane
Kyerstown. PA 11067
1. LEWIS EUGERE WALTERS
1061 Crains Gap Road
Carlisle. PA 11013
8. SHARON SWAD WALTERS
1061 Crains Gap Road
Carlisle. PA 11013
--;~
Re1ationship AIoount of SbaJ
Nephew 1/9 of Residue
Friend $2.500.00
Friend 2.500.00
"
1
WILL
. II
vr
I, Agnes R. King, of 1060 Crains Gap Road, Carlisle,
Cumberland County, Pennsylvania, being of sound disposing mind
and memory, and fully appreciating the nature of my worldly
estate and the natural objects of my bounty, do make, publish,
and declare this as my last will and testament, and I hereby
revoke any and all wills and codicils to wills by me heretofore
made.
FIRST: (al. I give my gold ring with three diamonds mounted
on it to my sister, Verna M. Miller, of 353 West Carpenter Street,
Myerstown, Pennsylvania.
(b). I give Two Thousand Dollars ($2,000.00) to
Grace United Methodist Church of Carlisle, Pennsylvania.
(c). I give Two Thousand Five Hundred Dollars
($2,500.00), each, to Lewis Eugene Walters and Sharon Swann
Walters of 1061 Crains Gap Road, Carlisle, Pennsylvania.
SECOND. I give the remainder of my estate as follows:
1. One-third to Malcolm Seager of Myerstown, PA, John
Seager of Myerstown, PA, and Diane Seager Reid of Geneva, New
York, children of my sister, Anna I. Seager. If any of them do
not survive me I give the share of such deceased person to the
other chilaren of Anna I. Seager.
2. One-third to Alfred Edwin Rhoads, brother of R.D. 111,
Fredericksburg, Pennsylvania.
3. One-third to Verna M. Miller, sister, of Myerstown,
Pennsylvania.
THIRD: If Alfred E. Rhoads or Verna M. Miller do not survive
me I give his or her share to his or her children, if any
survive me. Otherwise, I give the share to the other of those
two nameu persons.
FOURTH: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid by my personal representative
as an expense of the administration of my estate.
FIFTH: I appoint Farmers Trust Company of Carlisle,
Pennsylvania, executor to settle my estate. My executor shall
serve without the necessity of filing bond, and I direct that the
services of Marion R. Lower, Attorney at Law, of Carlisle,
Pennsylvania, be used in the settlement of my estate.
1~~
I~'
;:>f;1-~
Aog-l'fes R. King
.2'7
1989
",
)..SEAL)
r
1.
.'
I
Signed, published and declared by Agnes R. King, the testatrix
herein named, as and for her last will and testament in the
presence of us, who, at her request, in her presence, and in
the presence of each other, have subscribed our names as
witnesses thereto.
t:;r.tA.J7f2~
v
t^1~ ?P- A~
2.