HomeMy WebLinkAbout01-0163
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of D < v ; ~ )' .
also known as
fr,r c. e...-
No.
To:
21-01-163
Register of Wills for the
County of CUMBERLAND in the
Commonwealth of Pennsylvania
. Decea~ed.
Social Security No. .'?) 0 LI - ~"3 '- '1 ;t I 6
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut Y
in the last will of the above decedent, dated ft1 ' /' C "
and codicil( s) dated /1.1 .. '" '. · ~ .r J
I
I "-
IT
named
, 19-.22
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Dece, ndent was domiciled at death in ~ - J^ IS <?T j,., </ Countl' Pennsylvania, with
h ,( last family or principal residence at S' a 5 -1" l' Y /' A C c:.-- &!... /' . /l-- r i-C/
(' '" - h--r /' J ~ .,.( j (J v. / '7 0 7 D
,
(list street, number and muncipality)
/ :;2 <J ~' i
Decendent, then !" \" years of age, died / ~ S , ~ ,
at If '" r /'. r ~ _' ",/ I:r:- ( /' - -;-. I _. ;rr -" ~ ( ~ .. I ~ eo, .
Except as follows, decedent did not marry, was not divorced 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 ;n Pennsylvania
situated as follows:
$/0&7; t:1 .;.,
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and th)'rant of letters
'---/-.. ~ Ii /---j // (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I sC"t
COUNTY OJ' ___ CUMBERLAND J ~
The petitioner(s) ahove-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the besr 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 admin' r the tate according to law.
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sw..o". r, n to ,0, r affirmed ",nd subscribed {
before me this .. 9th day of
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No. 21-01-163
Estate of
DAVID S NACE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 9 2!~ 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 March 19th 1997
described therein be admitted to probate and filed of record as the last will of
DAVID S NACE
and Letters TESTAMENTARY
are hereby granted to JULIET D NACE n. k. a. JULIET NACE DOWNS
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/ 1/ ~%ster of Wills t'
FEES
Probate, Letters, Etc. ......... $ 200.00
Short Certificates( ).......... $ 18.00
x-pag~~ ~~O
RenUnCIatIOn ................ $
JCP $ 5.00
TOTAL _ $ 235.00
Filed .. .Z~9:-.2.QQ t. . . . . . . . . . . . . . . . . . . . . . .
/11 "i./ Ic_1.
S-', /1 r I~<:'''y
ATTORNEY (Sup. Ct. J.D. No.)
S' c; rJ 2- L,' Pt;;/ c ) 1- r '-".&1 V.i~~
ADDRESS
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PHONE
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WARNING: it is illegal to duplicate this copy by photostat or photograph.
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21-01-163
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COf.4MONWEAlTH OF PENNSVlVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
~J Rev 2187
NAME Of DECEDENT IF,rSl M,ddle ,aSl'
SEX
z. Male
1.
AGE (La.. Bortt><lay)
David Scott Nace
UNDER 1 YEAA
Montha Days
UNDER 1 OIlY
Hounl Minutes
BIRTHPu\CE IC,ty ar.d PLACE OF DEATH IC~€C. ""'Y!)l'e -- _ ,nSlIucloOffl on 01"'" ".oe)
Stale 01 f creogn CounlrYJ P A HOSPiTAl
McConnellsburg, Inpatlenlfi ERlOutpallenlO [)()A 0
~ k
FACILITY NAME (II nol ,nsNUI'Of'. g,ve Sir"'" and number.
g':='lyl 0
85
YIS
5.
COUNTY OF DEnH
lb.
Dauphin
DECEDENT'S USUAL OCCUPIITION
(GIve Iund oI.WOtk done dur'"9 """"
~st~kltl1retrel~ed) Pa. Forest Adviso
. lla. lIb.
DECEDENT'S MAILING ADDRESS (Slreel. CotyfTOwn, s...,.lop Code)
525 Terrace Drive
New Cumberland, PA 17070
DECEDENT'S
ACTUAL
RESIDENCE
(See ~SlrucIJOnS
on olher Stde)
Pennsylvania
17a. Stale
Did
decedenc
live en .
''''''''ship?
Cumberland
MOTHER'S NAME IF.51 MIddle. Ma,den Surname)
Alice Dickson
1..
FMHER'S NAME (F~s1. MoOdie. La..)
1..
INFORMANT'S NAME (TypcwPrlllll
17b. Coun
Merrill W. Nace
Juliet Nace Downs
It.
INFORMANT'S MAILING ADDRESS (Str.... C1l'/lTown. Slate, lip Code'
2Gb. 26 Cedar Cliff Dr., Camp Hill, PA 17011
Pu\CE OF DISPOSITION - Neme 01 Cemetery, CrematOty LOCMION - CityfTown, Slale. Zip Code
Of ou.., Place
zlF.olling Green Mem. Park h~ Hill, PA 17011
NAME AND ADDRESS OF FACILITY
22e.Myers-Harner FH, 1903 Mkt St, CH, PA 17011
LICENSE NUMBER DME SIGNED
(Month. Day. _I
23b. 23c.
WAS CASE REFERRED TO MEDICAL EXAMINERlCORONER?
Yee 0 No~
zo..
UETHOO OF DISPOSITION
IlunIlI ~ Cramaloon 0
Oonelton 0 Othe< (Speclly
. 21..
SlGHATURE OF FUNERAL
22a.
c-.pleta 4._ 23a-<: only
~ phyaIclan IS not available
~ C8rtdy ca.- 01 deillh.
. hems 24.26 must be compteled by
....,. peBon who pronouncee death
;:t
LICENSE NUMBER
22b.0il.2755-L
()()/
IIIIIEOlAT E CAUSE (F 'oat
.- or COf1<ldJOn
r-.g on tl88Ih)-
~ Iislconditiona
ileny, -.g1O _t.
_. Ent.. UNOEIILYIHG
CAUSE (00seaIa or ,"""y
IhIIII'llIIaled a......
r-.g on tl88Ihl LAST
~~J:"
DUE 10 (OR AS II CONSEQUENCE Of)'
~ AN AU10PSY
PeRFORMED?
d
WERE AUTOPSY FINDINGS
AVAlU\Ill.E PRIOA 10
COMPLETION OF CAUSE
OF DEnH?
HomICide
MANNER Of DEATH
~
o
o
DATE Of INJURY
IMoolt1. Day, Year)
STATE F'lE ~UMBER
SOCIAL SECURITY NUMBER
3. 204 03
(/d /
White
MAAITAL STMUS - Mamad
NI..r Married. Widowed.
DMltced ($peclly)
14. Widowed
17e.D Yes. decedenclived in
SURVIVING Spouse
(If 1Mf.. give maiden name)
IWp
17d.~ :i.~='=ot New Cumberland
cllYlbOro
21.
I Approximate
:~==
!~ ~,
PART II: Other sill"il\cant condItiona contnbuling to dealh. but
noc resulting in the underlyi"ll ca.... given in PART I.
(1 ,
/)/1" _.A '.. ~? r-~
~ {; ~~
~ ~ <(....-"/4rl.J
~~r'
TIME Of INJURY
INJURY AT INORK7
OESCRIBE HOW INJURY OCCURRED.
Pending In..shgal.,n
D
D
o ~CE Of INJURY, Al home. lan~~;eel.laC1ory, office M.
bUlkJing, .tc. ,SpOCllv)
Joe.
JOe.
Nalural
_0
Yes 0
Could nol be determined
No
No
He. 281>.
CERTIFIER IC~1lCk OOIy onel
.CERTIFYING PHYSICIAN CPhystC1an cef\lfYlng cause oJ death when ,Jr'lOIl"ef phY$JClan has pfOl1OVflCecl death ana COO1pleled Ilem 23)
To the beat 0' my know'-dge. death occurred due to the cause(s) and manner.. ,tated.
29.
~
~ . PRONOUNCING AND CERTIFYING PHYSICIAN (Phy5lC.an bot~ ,,'onounc'ng dealh and e8l1,Iy'ng 10 cause 01 <leathl
To the beat of my knowledtil", de..th occurred ilt the time, date, ,nd pllc;e, And due 10 the cluse(.J Ind manner .111.ted.
,~ 'MEDICAL EXAMINER/CORONER
On the b..i. of .xamination and/or investigation. in my opinion, death occurred allhe time, dat., and place, and due to the cause(s) and
mann., as st.'ed,. , . . . . . . . . .. .................,.......'.......,.......... .. ...........................,..,.,...
31a.
l33 REGISTRAR'S SIGNATURE AND NUMBER
~ ./?C~~~f? . l.q/I~/I/I
Yes 0
NoD
"'tt).
.., . r DATE SIGNED (MoolI1, Day. _I
D 31e. A1/ltCJ2 7iJ~L-_131d.t::'/-7c;~OI
NAME AND ADDRESS OF !n~0~ ~H~ COMPLETED CAUSE OF DEATH
(IIem 27) Type Of Print ~~r~t';(;z..r ~
o e;7O 4r:'14~ C./.,k//?,p~O~LJ
32. C! ~ ,'L-c-
::TEFILED7j;2~ I
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21-01-163
LAST WILL AND TESTAMENT
OF
DAVID S~ NACE
I, DAVID S. NACE, having my legal residence at 26 Cedar Cliff Drive, Camp Hill,
Cumberland County, Commonwealth of Pennsylvania, do hereby declare this to be my Last Will
and Testament, revoking all other Wills and Codicils heretofore made by me.
I declare that I am married to VIRGINIA B. NACE, and that I have two (2) children born
to me; Juliet D. Nace and Barbara N. Kelsey.
ITEM ONE: I direct that all my valid debts and the expenses of my last illness
and funeral be paid from my estate as soon as practicable after my death.
ITEM TWO: I may leave a Memorandum listing some of the items of my
tangible personal property which I wish certain persons to have and request (but do not require)
that my wishes as set forth in the memorandum be observed by my executor.
ITEM THREE: I gIve all the residue of my estate, of whatsoever nature and
wheresoever situate, to my wife, VIRGINIA B. NACE, provided she survives me by thirty (30)
days. If my wife does not so survive then I give the residue of my estate as follows:
A. To my Trustee, hereinafter named, I give any stock interest I may own in FNB
FINANCIAL CORPORATION, presently located at 101 Lincoln Way West,
McConnellsburg, P A 17233, to be held IN TRUST, in separate shares for each of the
THEN LIVING ISSUE OF JULIET D. NACE, to use the income and principal for the
college education of my said grandchildren. Income not used for such purposes shall
be accumulated and added to principal. Upon each beneficiary attaining the age of
twenty-five (25) years of age, my Trustee shall pay any remaining principal of their
trust share to such beneficiary, free of trust. If any beneficiary under this paragraph
should die before the complete distribution of his or her trust share, such share shall
be distributed equally among the remaining beneficiaries under this paragraph.
B. To my daughter, JULIET D. NACE, I give the balance of the residue of my estate, per
stirpes.
C. I have purposefully not provided for my daughter, BARBARA N. KELSEY, or her
heirs, not for any lack of affection but because she is already well provided for.
ITEM FOUR: I appoint my wife, VIRGINIA B. NACE, Executrix of this my
Will. If, VIRGINIA B. NACE, is unable or unwilling to act or continue to act as my Executrix, I
appoint my daughter, JULIET D. NACE, my Executrix. If, JULIET D. NACE, is unable or
unwilling to act or continue to act as my Executrix, I appoint my niece, CYNTHIA NACE
BARNES, currently of 3266 Limestone Road, Cochransville, P A 19330, as my Executrix.
I appoint my daughter, JULIET D. NACE, Trustee, of any trusts created under this my
Will. If JULIET D. NACE is unable to serve or to continue to serve as my Trustee, I appoint my
niece, CYNTHIA NACE BARNES, Trustee of any trusts created under this my Will.
I give to my said Executor and Trustee, in addition to the authority conferred by law, the
power to sell any or all of my personal and real property at public or private sale, at such time
and for such price and upon such terms and conditions as my Executor or Trustee may see fit, or
in their discretion to retain the same for distribution in kind, and the power, but not the duty, to
invest any cash without being limited to "legal" investments. No bond shall be required of any
fiduciary hereunder in any jurisdiction. No fiduciary hereunder shall have any liability for any
mistake or error of judgment made in good faith.
2
ITEM FIVE: I realize that Executors and Trustees are given discretion by law to make
various elections which affect the income and estate taxes payable by estates and beneficiaries, as
well as the relative shares of beneficiaries, such as taking administration expenses as deductions
for either estate or income tax purposes, selecting options for the payment of employee death
benefits, electing to take a qualified terminable interest as part of the marital deduction, selecting
alternate valuation dates, postponing the payment of taxes, filing joint income tax or gift tax
returns and redeeming corporate stock. The decisions made by my fiduciaries in any of these
matters shall be binding upon, and not subject to question by, any affected persons. I rely upon
my fiduciaries to take into consideration the total income and estate taxes payable by reason of
their decisions including those payable by my survivors, and they are authorized in their
discretion, but not required, to make adjustments between income and principal as a result
thereof.
ITEM SIX: I direct that all estate, inheritance and other taxes in the nature
thereof, together with any interest and penalties thereon, becoming payable because of my death
with respect to the property constituting my gross estate for death tax purposes, whether or not
such property passes under this my Last Will and Testament, shall be paid from the principal of
my residuary estate, and no person receiving or having a beneficial interest in any such property,
whether under this my Last Will and Testament or otherwise, shall at any time be required to
contribute to or refund any part thereof; PROVIDED, however, that this direction shall not apply
to the taxes on any property included in my estate solely because of a power of appointment
thereover which I possess but have not exercised or on any qualified terminable interest or to any
generation- skipping transfer taxes.
ITEM SEVEN: If any beneficiary or remainderman under this Will in any manner,
directly or indirectly, contest or attacks this Will or any of its provisions, or objects to the
accounts or actions of my fiduciaries, without probable cause, such beneficiary shall pay all
costs, including but not limited to attorney fees, arising in connection with such contest, attack or
objections incurred by my estate, such trust or such fiduciary personally. In the event that such
beneficiary does not prevail in such action, any share or interest in my estate or such trust which
3
would otherwise pass to such beneficiary or remainderman under this Will shall be revoked and
the property consisting of such share shall be disposed of in the manner provided herein as if that
contesting beneficiary or remainderman had predeceased me without surviving issue.
IN WITNESS WHEREOF, I have at Harrisburg, Pennsylvania, this 18th day of March,
1997, set my hand and seal to this my Last Will and Testament consisting of four (4) pages.
/7
. Li v~~p/ c:: '-ft.---
,."'"
DAVID S. NACE
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED BY DAVID S. NACE, the above named
Testator, as and for his Last Will and Testament, in the presence of us, who, at his request and in
his presence, and in the presence of each other, have hereunto subscribed our names as witnesses.
Residence
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Residence ~t:lt \..)'3> ..'"L~ *
4
. .
ACKNOWLEDGEMENT
We, DAVID S. NACE, ROBERT P. GRUBB and _~ \(.,\tJf\6'L ~~~rz....
the Testator and the witnesses respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
Testator signed and executed the instrument as his Last Will and Testament that he had signed
willingly (or willingly directed another to sign for him), and that he executed it as his free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence
and hearing of the Testator, signed the Will as witness and that to the best of their knowledge the
Testator was at that time eighteen years of age or older, of sound mind and under no constraints
or undue influence.
/
" / /' _?7 L-;7
/'1. ( ~ (~-t..,:; ;:5. /1--.....---
DAVID S. NACE
~,LQ ~~q
WITNESS
I
On this, the 18th day of March, 1997, before me a Notary Public personally appeared
ROBERT P. GRUBB, known to me (or satisfactorily proved) to be a member of the bar of the
highest court of the Commonwealth of Pennsylvania and a subscribing witness to the within
instrument, and certified that he, together with, J'\~ c...-\~ t-'- S ,=",,~n. the other
subscribing witness to the within instrument, were personally present when DAVID S. NACE"
whose name is subscribed to the within instrument executed the same, and that said person
acknowledged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
~
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I, /v,,"- .u--...- .~) \ I )/AT~
NOTARY PUBLIC
Notarial Seal
liMa D, Waite rick, Notary Public
Harrisburg, Dauphin County
. My Commission Expires Oct. 20, 1997
em er. ftnnsylvania Association of Notaries
5
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
NameofDecedent: I1vid S. IIloce
Date of Death: () lias !/1W I
f I
Will No. c-XC)C} f - CO I ( 013 Admin. No. :9) - 0 J - 0 J {j?,j
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) 0
served on or mailed to the following beneficiaries of the above-captioned estate on
Name
Address
QJ& (}dore/;ffDr I Cbmp)/JJjfJA /701
(~+ Noc.e,J)OI1)r\.CS
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
,SIl7/0J
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Signature
Name mar k T 0i I II keTj C.S?U~re
Address ,5CJdd Li ~3Je~falm Rd.
HClrn\sbu~9 J PA /7//J
Telephone (717 GJ 7/- /5 ()Cj
Capacity: _ Personal Representative
L Counsel for personal representative
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REV1SOOEJ(+(1-91)~
COMMON~:YLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME (LAST, ARST, AND MIDDLE )NITIAL) use a blank bIock.kl S8Pnte words
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COUMlYCODE
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l- N D i d S
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W SOCiAl SECURITY NUMBER DATE OF DEATH
C 12 12
w 2 0 4 -0 3 -1 2 1 6 0 1 5 0 0 1
0
W (IF Af'fILlCABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAl) SOCIAL SECURITY NUMBER
C
DATE OF BIRTH
07/31/1915
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
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'U 1. Original Return D 2. Supplemental Return 0 3. Remainder Return (daleofdeath prior to 12-13.&2)
o 4. limited Estate 0 4a. Future Interest Compromise (dateofdea\tl altsr 12-12.82) 0 5. Federal Estate Tax Return Required
o 6. Decedent Died Testate (AltachcopyotVl'lIl) 0 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes
D 9. Litigation Proceeds Raceived D 10. Spousal poverly Credil 1"'''_''''''' 12.31.91 ,,,,,,.1.551 D 11. Election to tax under Sec. 9113(A) _"""01
THlSSECTIONIIo1UST'BECOIlo1PI.ETED, ALl.;'CORRESPQNDENCEAND'CONFlDENTIAIc TAX INFORMATION'. SHOULD BE DIRECTED TO:
NAME COMPLETE MAlUNG ADDRESS
Mark T. Silliker, Es uire
FIRMNAAlE (IfAil9Iicab1e)
Silliker & ReinhOld
TELEPHONE NUMBER
5922 Linglestown Road
Harrisburg, PA 17112
1. Real Estale (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mangages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
Z (Schedule E)
0 6. Jointiy Owned Property (Schedule F) (6)
5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::J (Scheduie G or L)
I- 8. Total Gross Assets (total Lines 1.7)
a::
0( 9. Fune",1 Expenses & Administrative Cools (Scheduie H) (9)
0
W
II:: 10. Debls of Decedent Mongage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
. N/A
70,502.38
. N/A
. N/A
1 6 5 4 1 2 9 9
7 2 6 7
. N/A ~^~ .~^^~^ M" ^
(8) 2 3 6 6 4 1 .0 4
1 1 ',; 4 8 1 . 6 5
3 3 9 6 .0 7
(11)
1 4 , 8 7 7 7 2
2 2 1 7 6 3 3 2
.. ,
2 2 1 7 6 3 3 2
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and GovemmentalBequestslSec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
15. Amount of line 14 taxable
at the spousal tax rate J J
See instructions on reverse skje for applicable percentage
16. Amount of line 14 taxable
a16% ",Ie
17. Amount of line 14 taxable
at15%rate
x .0
(15)
,221,763
3 2
x .06
1 3, 3 0 '5
x .15
(16)
(17)
(18)
8 0
8 0
18. Tax Due
1 3, ;3 0 5
19.
0((
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REV.1S03 EX + (4-861
~
SCHEDULE B
STOCKS AND BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
David S. Nace
FILE NUMBER
(All property iointly~owned with Right of Survivorship must be disclosed on Schedule F.)
ITEM
NUMBER
DEseRI PTION
VALUE AT DATE
OF DEATH
1.
FNB Financial Stock
$70,000.00
2 .
AXA Financial Stock
$
502.38
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
s 70,502.38
REV.1508EX.(1-97)
'*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF
David S. Nace
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
DESCRIPTION
PNC Checking Account (51-4004-5959)
PNC Estate Account (50-0105-2975)
PNC Certificates od Deposit
1998 toyota RAV4
Furniture
Electron ;.("s
Miscellaneous Personal Property
VALUE AT DATE
OF DEATH
$ 2,497.67
$ 22,296.00
$128,649.32
$ 10,000.00
$ 1,320.00
$ 450.00
$ 200.00
TOTAL (Also enter on line 5, Recapitulation) $ 165 , 41 2 . 99
(If more space is neeced, insert additional sheets of the same size)
RfV.1509fX+(l2.88)
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
David S. Nace
I FILE NUMBER
Joint tenant(s):
ADDRESS
26 Cedar Cliff Drive
Camp Hill, PA 17011
RELATIONSHIP TO DECEDENT
Son-in-Law
NAME
A. Kevin T. Downs
B.
C.
Jointly-owned property:
LETTER DATE
ITEM FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A PNC P.Ccf: 4 50-0092-8784 $1,451.34 50% $725.67
TOTAL (Also enter on line 6, Recapitulationl $72 5 . 67
(If more space is needed insert additional sheets of same size)
REV.1511 EX+ (7.SSI
ESTATE OF
ITEM
NUMBER
~;ti
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWEALTH OF PENNSYLVANIA
INHEf\lTANCE TAX RETURN
RESIDENT DECEDENT
Please Print or Type
FILE NUMBER
David S. Nace
DESCRIPTION
A. Funeral Expenses:
1. Myers-Harner Funeral Home
2. Rolling Green Cemetary
3. Miscellaneous Funeral Expenses
B.
1.
2.
Administrative Costs:
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
Attorney Fees 1 %
3. Family Exemption
Claimant
Address of Claimant at decedent's death
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
Relationship
Street Address
City
State
Zip Code
Probate Fees
Miscellaneous Expenses:
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of same siz.e.)
AMOUNT
$1,080.00
$ 885.00
$ 938.20
$2,343.45
$ 235.00
511,481.65
'it~.\$\lEX"\\.g'1\
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANlA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
David S. Nace
Include unreimbursed medica! expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
$1,103.62
$ 110.31
$ 103.77
$ 57.43
$ 42.40
$ 35.11
$ 29.75
$ 9.80
$1,254.52
$ 244.50
$ 88.90
$ 315.96
1.
Citibank Visa
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12,
PP&L
UGI
Borough of New Cumberland (trash!swwer)
AT&T Wireless
PAWC
Verizon Cable
Robin Gasperetti, Tax Collector
2000 Federal Taxes
2000 state Taxes
Medical Bill
Reimbursement to State Retirement
TOTAL (Also enter on line 10, Recapitulation) $ 3 , 396 .07
(If more space is needed, insert additional sheels of the same size)
REV.1513EX+(2-871
..
COMMONWEALTH OF P~NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
David S. Nace
FILE NUMBER
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests;
1. Juliet D. Nace Daughter 100%
26 Cedar CI iff Drive
Camp Hill, PA 17011
,
, ,
i
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOliNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI,a ente, on I;no 13, Rocopii,I".c.'.,
,
I:)
I
(If more space is needed, insert additional sheets of same size)
/
Register of Wills ofc:~r;,1"~':-l? . ,~_ County, Pennsylvania
INVENTORY
Estate of Da vi d S. Nace
No. 21-01 -01 01
also known as
Date of Death 1/25/2001
, Deceased
Social Security No. 204-01-1210
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum
at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to
authorities.
Personal Representativf':
Name of
Attorney: Mark T. si lliker, Esquire
Juliet D. Nace
1.0. No.: 33671
Address: 5922 Linqlestown Road
Dated
Harrisburg. PA 171~_____
Telephone: (717) 671 1500
Description
Value
1 .
2.
3 .
4.
5.
6.
7.
8.
9.
10.
PNC Checlc i h;.-' ACC')lin t ( 51-4004- 59 59)
PNC Estate Account (50-0105-2975)
PNC Joint Account (50-0092-8784)
PNC Certificates of Deposit
FNB Financial Stock
AXA Financial Stock
1998 Toyota RAV4
Furniture
Electronics
Miscellaneous Personal Property
$ 2. , 497 . 67
$ 21,296.00
$ 725.67
$ 128,649.32
$ 70,000.00
$ 502.38
$ 10,000.00
$ 1,320.,00
$ 450.00
$ 200.00
Total: $ 236,641.04
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the personal representative, include
the value of each item, but such figures should not be extended into the total of the Invelltory.
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-16D7 EX AFP tlZ-DDl
Rec'~;
HE<
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-26-2001
NACE
01-25-2001
21 01-0163
CUMBERLAND
101
DAVID
S
MARK T SIllIKER ESQ-Ol DIG 17 1~2:02
SIllIKER & REINHOLD
5922 lINGlESTOWN ~IE'iK
HBG F<<uJtll:1;jj~_,
Amount Remitted
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 form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y- = i 60,-EX--AFP--fl'2-:ooY------...-iNifERZ'fANc'E--TAx--STA-TEH'E-NT-O"F-itC-COl;N-f--.-..--------------- - -- - --
ESTATE OF NACE DAVID S FILE NO.21 01-0163 ACN 101 DATE 11-26-2001
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT: 07-16-2001
P R I NC I PAL TAX DU E : ...........................................................................................................................................................................................................................
9,979.35
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2001 AA496671 .00 13,305.80
11-08-2001 REFUND .00 3,326.45-
TOTAL TAX CREDIT 9,979.35
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 $l~
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
\,(
') /h -c:;J,oj?- ?
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
MARK T SILLIKER ESQ
SILLIKER & REINHOLD
5922 LINGLESTOWN RD
HBG PA 17112
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-16-2001
NACE
01-25-2001
21 01-0163
CUMBERLAND
101
REV-1547 EX AFP el2-DDl
DAVID
S
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 ~
rf{y=is'4-j-EY-AFP--fi2":oeiY-NO':ficE--Oi=--ftiHEifiTANCE-,.-A"irAppRAisEMENT-,--Aii-oWANCE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NACE DAVID S FILE NO. 21 01-0163 ACN 101 DATE 07-16-2001
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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 of 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 CREDITS:
.00 X 00 = .00
221,763.32 X 045 = 9,979.35
.00 X 12 = .00
.00 X 15 = .00
(19)= 9,979.35
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
70,502.38
.00
.00
165,412.99
725.67
.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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
11,481.65
3,396.07
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
236,641.04
(11)
(12)
(13)
(14)
14.877 72
221,763.32
.00
221,763.32
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2001 AA496671 .00 13,305.80
TOTAL TAX CREDIT 13,305.80
BALANCE OF TAX DUE 3,326.45CR
INTEREST AND PEN. .00
TOTAL DUE 3,326.45CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
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.)
.
REV-1470 EX (6-88)
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPlANA TION
OF CHANGES
David S. Nace
FILE NUMBER
John Kuchinski
ACN
2101-0163
101
REVIEWED BY
SCHEDULE
ITEM
NO.
EXPLANA TION OF CHANGES
J
1
Lineal heirs are taxable at the rate of 4.50/0 for dates of death on or after 7-1-2000.
ROW
Page 1
'\
..
~
STATUS REPORT UNDER RULE 6.12
Date of
Decedent: f:sl./ I~ S .
Death: ---1 II
tJ art>
Name of
Will No.
Admin. No. c7{T) I - OD Ib 3
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:
Stat>cWhether administration of the estate is complete:
Yes No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
1 .
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)C 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
/
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to is report.
.~
Date:
1~.Jr 71o.:J-
5i
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Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (71 7 ) 240 - 6345
Date: 12/06/2002
JULIET D NACE
26 CEDAR CLIFF DRIVE
CAMP HILL, PA 17011
RE: Estate of NACE DAVID S
File Number: 2001-00163
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. I, for decedents dying on or after
July I, 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: 1/25/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc: ~/File
Counsel
Judge