HomeMy WebLinkAbout01-0241
PETITION FOR PROBATE and GRANT OF LETTERS
~/-O J -~c..fJ
Estate of Mil dred M. Nace
also known as
No.
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 162-22-5039 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
in the last will of the above decedent, dated M~y 57 2000
and codicil(s) dated
named
,19_
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
~ e~~ last{amilv or Drincinal residence at 1420 Bradley Dr. FIll
-NOrLll nldd eton '~~~nstr1p r.::Irlic::lp) PA 17()11
(list street, number and muncipality)
Decendent, then
at
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:
72
years of age, died
July 3,
,k
200ID ,
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 Pennsylvania
situated as follows:
$
$
$
$
$ 8000.00
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
prel\ented herewith and the grant of letters Testamentary
(testamentary; administration c.La.; administration d.b.n.c.La.)
theron.
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Lori J. Krick
134 C Street
Carlisle, PA. 17013
6~,; 9~fVL l(iJt~
OATH OF PERSONAL REPRESENTATIVE
COMMONWE.ALTH OF PENNSYLVANIA I ..~
COUNTY OF Cumberland J S~
/{~.0t./ ,9
The petitioner(s) above-named sw~ar(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 d~cedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and suhscribed $ I?CU< ~n"" /(I/Jh '"
bef re me this 2nd day. 8f ~.
March ~~ I ~ ~
MARY · LEW Register ~ ~
REG 'R OF WILLS
~o. 21-2001-241
Estate of
Milred M. Nace
, Deceased
DECREE OF PROBATE A~D GRANT OF LETTERS
AND NOW MARCH 5TH, UJX 200,lin consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated MAY 5TH, 2000
described therein be admitted to probate and filed of record as the last will of
MILDRED M. NACE
and Letters TESTAMENTARY
are hereby granted to LORI JEAN KRICK
FEES
Probate, Letters, Etc. .........
Short Certificates(2 ) . . . . . . . . . .
Renunciation ................
x-Pages (3)
JCP
$ 40.00
$ 6 . 00
$
$ 5: 8H
TOTAL _ $ 60.00
Filed 1'1~~~~. .~~~.,.~q~~.. . . . . . . . . . . . . . . . . .
ATTORNEY (Sup. Ct. I.D. No.)
44 South HAnover Street Carlisle, Pa.
17013
ADDRESS
717-243-9190
PHONE
PUT LETTERS IN ATI'ORNEYS FILE BOX
11()'; '-Ill;:;;
This IS to certify that the information here given is correctly copied from an original certificate of death duly tlled with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
-a..... ~. ~b.>-~~~
Local Registrar
Fee for this certiflcate, $2.00
..
p
6714735
JUL
I.
5 2000
Dare
21-2001-241
Hl05. ;.3 Rev 2187
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
~INT
.ENT
INK
NAME Of' DECEDENT (f~St. MoCdIe.lasr)
t.
AGE (La.. B""'day)
SEX
MILDRED M. NACE LFemale
STKI E FILE NUMBER
SOCIAL SECURITY NUMBER
3.162 22
UNDER' YEAR
Montha Days
BIRTHP~ (Coty orod P~E OF DEATH IC",",. only or>e _ ,n.uUCloOnS on _ ""'"
Slale'" fCl""Jt' CounllYl HOSPITAL:
yerry C~xnty ::ian' Kl ERIOutpa,ient 0
FACILlN NAME (II"", """M""'. gove '"eeI and number'
=oIy,D
72 Y~.
S.
COUNTY 01' DE-CTH
.QI .
Ie.
RACE' . Amenean Indi8n. 8lac:k. White. .rc.
(Sc>ecoIy)
White
DECEDENT'S USUAL OCCUPIUION
(~_~II7'~"::~~:'i'
. ,ta. Factor Worker ttb. Shoe
DECEDENT'S MAlLING AOOfIESS (SU_ CCyfTown. SIate.l'opCo<leI
1420 Bradley Drive
Carlisle, Pa 17013
,..
FRHER'S NAME (1'".... u-.. LaoI)
~ William Chester Brownawell
INFClRMAHT'S NAME (T ypaIPT'w1l)
~ L~~i J. Krick
UETHOO OF DISPOSITION
_ GO C_ion 0 Removal "om Sta.. 0
01'- (SpecIy\
tlb. Coun
Did
decade....
.... in a
Cumberland -..hip? t7d.O =~~oI
MOTHER'S NAUE (F'II. M~. Ma~ Surname)
Minnie Mae Sheriff
MARITAL STATUS. Ma"~
Ne_ Mamed.~,
0'--' (Speelty)
Widowed
North
SURVIVING SPOuSE
1ft ""a. gNe""-'_1
Middleton
1Wp.
cIly/bon>.
ORE OF DISPOSITION
(M"""". Day. Ybar)
o 2tl>. July 6, 2000
PERSON ACTING AS SUCH LICENSE NUMBER
Ub. FD-O 1 2909 L
To ,"" .. cI my k_dge, .,..m oceurrad all"" lilM. dale and pia.,.. "'Iad.
(Signature atld T;ne)
fl.
INI'ORMANT'S MAIUNG ADDRESS (Sh",. C.ryfTown, Slate.l'IP Code)
~.134 C Street Carlisle Pa 17013
PLACE OF DISPOSITION. Nama of Camele..". C'.lTIa1Ofy LOCATION. CilylTown. Sla,e, XIll Code
0<01"'" Place
Westminster Mem. Gdns
2t..
NAME AND ADDRESS 01' FACIUTY
22.~ Funeral Hare,
LICENSE NUMBER
2td. Car Ii s Ie, Pal 70 1 3
255 York Rd., Carlisle, Pa 17013
DATE SIGNED
(MCnlh.0..,. -,
LUNfr CIrNf/c!2-
OUE 10 (OR AS" CONSEOUENCE Of):
231>. 230.
WAS CASE REFERRED 10 MEDICAL EXAUINEAlCORONER? ')...,/
.... 0 No~
21.
I Appro.imate PART II: OIlier si\)nit\canl- conlrib<JlIng 10 _.Ilul
! =-== 1IOl_1ng in 1Ile.-..ylng_ glvefI in PMT I.
I
l 0./
I :.
.,.
WERE AlJTOPSY FINDINGS
-.LABlE PRIOR 10
COUP\.ET1ON OF CAUSE
OF DE.CTH?
DUE 10 lOA AS A CONSEOUENCE Of):
DUE 10 (OA AS A CONSEOUE NCE OF):
__0
MANNER Of DEATH
Nat"".' ~ Hom;cide 0
~eidef"lt Pending I"""sllgllion 0
SuiOde 0 Could not be determined 0
DATE 01' INJURY
(Mon"'. Day. _.)
TIME OF INJURY
INJURY AT WORK? DESCRIBE HON INJURY OCCURRED.
_ 0 NoD
2tb.
CEA'TIP'IER ICh<<:ll only onat
.CEJlTIP'YING PHYSICIAN (Ph_ car1JIying cav.. d dHlIl _ anoIher !>l\vSC.an has Plonounced de"'" ana Cllmplelad lIem 23)
'To_...ot""~.deatl'tocc",,,"due'ath.e8u.e(').ncf",.nner...r.ted................... ...................... ......
No~
29.
3Oe.
PLACE OF INJURY. Al home. farm. st'H'. laClary. omce
btMdIng, .... cSpec.tvl
30..
M.
'MEDICAL EX....MINER/COROHER
On the beala 0' examination end/Of Investigation. In "'y opinion, death oc.urred at the time, date, and pla.e, end due to the .cuse(s) and
"'ann.. U statH.. .. .. .. .. .. .. .. . . . . . . . . . . . . . . . . . . . . . . . .. .. , .. . . .. .. .. .. . . . . . . . . . .. . . .. . .. . . . . . .. . . . . .. . . . .. . .. . . .
318.
REGISTRAR'S SIGNATU
~MBER ~. ~~~~
l~ lld-d I ("~
5" ~0'S0
'PAONOUNCING AND CERTIFYING PKYSICl....N (Ph'fSlCllln bOIh Plonounc:>ng dealll and cert>fyong 10 cause d deallll
To the best of my knowtedge. de8th occurred .t 11\. ttm.~ dab!. and ptac... and due '0 'he c."..(a) and mann.,.. .'.Ied.. . . . . . . . . . . . . . . . . . .
I
I,
1Enst llIill nub Qftstnttttnl
OF
MILDRED M. NACE
I, MILDRED M. NACE, of 1420 Bradley Drive, Apartment F-111, Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making void any and all former Wills, Codicils, or writings in the
nature thereof, by me at any time heretof~xe made.
FIRST:
I hereby order and direct my Executrix, hereinafter named, to
pay all my just debts, funeral expenses, testamentary expenses and all Inheritance,
Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my
death, out of my residuary estate.
SECOND: I give, devise and bequeath all of the rest, residue and
remainder of my estate, be it real, personal or mixed, of whatsoever kind and
wheresoever situate, to my daughter, LORI JEAN KRICK.
LASTLY:
I nominate, constitute and appoint my daughter, LORI JEAN
KRICK, to be the Executrix of this my Last Will and Testament. No Executor or Executrix
shall be required to file bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~~t!
day of
~
m:Ldu~ m ~
Mildred M. Nace
,2000.
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
2
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
I, MILDRED M. NACE, Testatrix, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for the purposes therein
expressed.
Swo~n o~ affirm, ed to and acknqwledjled before me, by MILDRED M.
NACE, the Testatrix, this h)t::J'\ day Of'---U'\~l '
2000.
\...,
~d >>l ~
Mildred M. Nace, Testatrix
a. ,
N01"NML IIAL
MeRLENe J. MAllIIWA. HarNfV PU8UC
, CARI.JSt.E. ~ COUNTY. PA
'-v COMMI88ION I!XJIIE8 JUNE 8,100I
3
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
We, James D. Flower, Jr. and Thomas E. Flower
the witnesses whose names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were present and saw
Testatrix sign and execute the instrument as her Last Will; 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 Will as witnesses; and that
to the best of our knowledge the Testatrix was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by James D. Flower, Jr.
5- 8) day of ~-rY~
this
and Thomas E. Flower
2000.
~0.~~~~
. . "Witness ci ( .
~~~
Witness
"-/
4
E
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Nace,t Mildred M.
Date of Death: July 3. 2000
Will No.
21-01-0241
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 June 25, 2001
Name
Address
Lori Jean Krick
134 C. Street Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
None
Date:
~ -::z S- -D I
~%.~/
Name Jacqueline M. Verney, Esquire
Address 44 S. Hanover Street
Carlisle, PA 17013
Telephone (71 J 243-9190
Capacity: _ Personal Representative
-x-Counsel for personal representative
\. / 6- (;)/~- 9
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
P,7
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
05-14-2001
NACE
07-03-2000
21 01-0241
CUMBERLAND
101
JACQUELINE M VERNEY ESQ
44 S HANOVER ST
CARLISLE PA 17013
*'
REV-l!i47 EX AFP (12-00>
MILDRED
M
Allount Rellitted
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
284.44
20,294.65
.00
(8)
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=iSii'-Ex-AFP--fi'2-:oo1--NOTicE--oF-YNHEifiTANci-TAi-APPRAISEifENT-:,--ALI"owANci-cfi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NACE MILDRED M FILE NO. 21 01-0241 ACN 101 DATE 05-14-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
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/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. PrinCipal Tax Due
TAX CREDITS:
NOTE:
(9)
(10)
7,400.10
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this form with your
tax paYllent.
20,579.09
37.930 36
17,351.27-
.00
17,351.27-
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
30.530.26
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
.00 X
.00 X
.00 X
(19)=
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.)
CF~
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Nace, Mildred M.
Date of Death: July 3, 2000
Will No. 21-01-0241
Admin. No.
. Pursuant to Rule 6.12 of the Supreme Cou~t 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 y No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No x
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: N/A
c. Did the personal representative state an
account informally to the parties in interest? Yes No x
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 this report.
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19 ture ~ ~
Date: & -~S- -0 (
Jacqueline M. Verney, Esquire
Name (Please type or print)
44 S. Hanover St. Carlisle, PA 17013
Address
( 717 ) 243-9190
Te 1. No.
Capacity: Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM3)
REV-1500i:X(6-00)
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REV-1500
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OFF ICAl. USE (lb)t\
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
...2...-L--D-l
COUNTYCOOE YEAR
-D- -D- ...2... -'*- ~
NUMBER
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W
C
W
U
W
C
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
NACE, MILDRED M.
DATE OF DEATH (MM-DO-YEAR)
07/03/00
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
SOCIAL SECURITY NUMBER
162
- 22
5039
DATE OF BIRTH (MM-DD-YEAR)
OS/22/28
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
Qg 1. Original Return
D 4. Limited Estate
D 6. Decedent Died Testate (Altachoopyo/WiII)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (dateoldeall1 after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy alTrust)
D 10. Spousal Poverty Credit (date o/death between 12-31.91 and H95)
0.3: Remainder Return (dale 01 death prior to 12-13-82)
D 5. Federal Estate Tax Return Required
D- 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A} (Attach Sch 0)
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NAME
Jac ueline M. Verne
FIRM NAME (tIApplicable)
Esquire
COMPLETE MAILING ADDRESS
Jacqueline M. Verney, Esquire
44 S. Hanover Street
Carlisle, PA 17013
TELEPHONE NUMBER
717 243-9190
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
OFFICIAL USE ONLY
(1)
(2)
(3)
(4)
(5)
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4. Mortgages & Notes Receivable (Schedule D)
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)
20,579.09
284.44
(6)
2Q294.65
(7)
(B)
(9)
(10)
7,400.10
30,530.26
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
(11) 37,930.36
(12) 0
(13) 0
(14) 0
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) 0
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS 1420 Bradlev Drive
Apt F-111
CITY Carlisle, PA I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Poor Payments
C. Discount
(1)
o
Total Credits (A + B + C ) (2)
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
TotallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater tflan Line 1 + Line 3, enter tfle 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. (5)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
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: Ves
a. retain the use or income of the property transferred;...... .................................. .............................. ................. D
b. retain the ri9ht to designate who shall use the property transferred or its income; ......................... .................. 0
c. retain a reversionary interest; or........ ........................ ................................. .................................... 0
d. receive the promise for life of either payments, benefits or care? .............. ............................ . ........................ 0
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............. ...................... ................................ ...................... D
3. Did decedent own an "in trust for" 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? ..................... .............................. ........................ ....................... .... D
No
[]
bJ
bJ
[J
IXJ
IXJ
Iii]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
Under penalties of pe~ury, I declare thai I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct
and complete.
Declaralion of preparer other Ihan the personal representative is based on all information of which preparer has any knowledge.
DATE
ADDRESS
Jac ueline M. Verne
Es uire
DATE
4/2/01
44 S. Hanover St., Carlisle, PA 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (i)l
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. 99116 (a) (1.1) (ii)].
The statute does not exemDt 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 slepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(I)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
11IClst lOU! Club QTtstCluunt
OF
MILDRED M. NACE
21-2001-241
I, MILDRED M. NACE, of 1420 Bradley Drive, Apartment F-111, Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this as and for my Last Will and Testament,
hereby revoking and making void any and all former Wills, Codicils, or writings in the
nature thereof, by me at any time heretofore made.
FIRST: I hereby order and direct my Executrix, hereinafter named, to
pay all my just debts, funeral expenses, testamentary expenses and all Inheritance,
Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my
death, out of my residuary estate.
SECOND: I give, devise and bequeath all of the rest, residue and
remainder of my estate, be it real, personal or mixed, of whatsoever kind and
wheresoever situate, to my daughter, LORI JEAN KRICK.
LASTLY: I nominate, constitute and appoint my daughter, LORI JEAN
KRICK, to be the Executrix of this my Last Will and Testament. No Executor or Executrix
shall be required to file bond in this or any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
..~~
day of
SIGNED, SEALED, PUBLISHED and
DECLARED in the presence of:
\.
'J~1~~\
,
d~
,2000.
m// du J.)n '-JU, A 0
Mildred M. Nace
2
"V"~8E:'("971.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
NACE. MILDRED M.
FILE NUMBER
21-01-00241
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. State Farm Homeonwers Insurance refund $70.08
2. School tax proration sale of real estate $123.73
3. County tax proration sale of real estate $ 90.63
TOTAl (Also enter on line 5, Recapitulation) $ 284.44
(If more space is needee, Insert additional sheets of the same size)
REV-ls09 Eh (12-88)
..
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
NACE, MILDRED M.
FILE NUMBER
21-01-00241
Joint tenant(s):
NAME
A. Lori Jean Krick
ADDRESS
134 C. Street
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Daughter
B.
C.
Jointly-owned property:
LETTER DATE
ITEM FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A. 9/15/94 Condominium - 1420 Bradley Dr. $40,000.00 50% ~20,OOO.00
Apt. F-ll1, Carlisle, PA 17013
2. A. 1998 Checking acct # 767573 M&T Ban $ 589.31 50% 294.65
TOTAL IAlso enter on line 6, Recapitulation) S 20,294.65
(If more space is needed insert additional sheets of some size)
-
dtM/1 ---~
_.---
Parcel No.: 29-17-1583-15B-U5111-F
THIS DEED
JJ.-.-
THIS INDENTURE, made this I$b-.dayof September. 1994, between STEPHEN
D. TILEY andHELENE M. TILEY, husband and wife. of 256 South West Street. Carlisle
CumberJandCounl)!, Pennsylvania170J3, andROBERT G. FREYandDEBRA 1. FREY,
husband and wife, of 1017 Forbes Road, Carlisle, Pennsylvania. party of the first part.
hereinafter referred to as the, .
Grantors
AND
MILDRED M. NACE, single woman, andLOIS J. SHERIFF, herdaughterofNorth
Middleton Township. Cumberland County, Pennsylvania. parties of the second part. hereinafter
referred to as the,
Grantees,
WITNESSETH: That the said Grantorsfor and in consideration of the sum of
THIRTY-NINE THOUSAND SIX HUNDRED FIFTY and 00/100 ($39,650.00)
Dollars lawful money of the United States of America. unto them well and truly paid by the said
Grantees at and before the sealing and delivery of these presents, the receipt whereof is hereby
acknowledged. have granted, bargained, sold, aUened, enfeoffed, released and confirmed, tJ1Id
by these presents do grant, bargain, sell, alien, enfeoff, release and confirm and convey unto the
said Grantees, their heirs and assigns, as joint tenants with right of survivorship and not as
tenants in common,
ALL THAT CERTAIN condominium unit in the property known. named and identified
in the Declaration of Condominium referred to below as Pheasant Run Condominiums,located in
North Middleton Township, Cumberland County, Commonwealth of Pennsylvania and which
Declaration of Condominium for Pheasant Run Condominiums dated September 17. 1980 was
recorded September 24. 1980 in the hereinafter named Recorder's Office in Miscellaneous
Record Book 258. Page 6. et seq., and which Declaration was amended by Amendmentdated
November 14. 1985, and recorded December 23. 1985. in the hereinafter mentioned Recorder's
Office in Miscellaneous Record Book 312. Page 776 et seq., and was further amended by
Amendmentdated November 14, 1985. and recotded December 23, 1985, in the hereinafter
mentioned Recorder's Office in Miscellaneous Record Book 312. Page 783 et seq.. together with
a Code of Regulations for Pheasant Run Condominium Association dated September 17, 1980.
and recorded September 24. 1980. in the hereinafter named Recorder's Office in Miscellaneous
Record Book 258. Page 2S et seq., and together with plans recorded in the hereinafter named
Recorder's Office in Plan Book 29. P.age 7 and Plan Book 38. Page 112. and being designated
as:
Unit:
Floor:
Building:
F-III (I Bedroom)
First
V
as more fully described in said Declaration and Plans, together with a proportionate undivided
interest in the Common Elements of .0059524 percent as more fully set forth in the aforesaid
Declaration and Plans. There are no recorded amendments to the above-mentioned Declaration,
Code of Regulations or Plans. except as aforementioned.
KNOWN AND NUMBERED as Unit F-lll, 1420 Bradley Drive, Carlisle,
Pennsylvania, 17013.
THE Grantees, for and on behalf of the Grantees and their heirs, personal
representatives, successors and assigns, by tm acceptance of this deed covenants and agrees to
pay for such charges for the maintenance oj. repairs to, replacement of and expenses in
connection with the common elements as may be assessedfrom time to time by the Council in
accordom:e with tm Unit Property Act of Pennsylvania, as amended, and further covenants and
agrees that the Unit conveyed by this deed shall be subject to a chargefor all amounts so assessed
and that, except insofar as Sections 705 and 706 of said Unit Property Act may relieve a
subsequent unit owner of liabWry for prior unpaid assessments, this (.'OVt!fW1It shall run with and
bind the land or unit hereby conveyed and all subsequent owners thereof.
UNDER AND SUBJECT to all agreements, conditions, easements and restrictions of
record and to the provisions, easements, covenants and restrictions as contained in the
Declaration of Condominium, Code of Regulations and Declaration Plan, as amended.
BEING a portion of the same premises which Pmasant Run Estates Limited Partnership, a
Pennsylvania limited Partnership, by Deed in Lieu of Foreclosure dated October 27, 1993 and
recorded October 28, 1993 in the Office of the Recorder of Deeds in and for Cumberland
BOOK 112 rAGE 868
/;'7-
-(li-'1
-.--.--.-"---
County. at Carlisle. Pennsylvania. in Deed Book "P", Volume 36, Page 686. granted and
conveyed to Stephen D. Tiley and Raben G. Frey, two of the Grantors herein.
THE above described condominium unit is described in said Deed in Lieu of Foreclosure
in Part (I), Group One.
A CERTIFIED COpy of the Orderof the Superior Court Deparon.ra of the Trial Court
in andfor Suffolk County, Commonwealth of Massachusetts,filed to Civil Action No. 91~5193.
A. entered on August 5. 1991. anda certified copy of the Amended Order datedAugusf 9, 1991,
both appointing Arthur Blasberg. Jr. as Receiver, which Orders were referred to in the
aforementioned Deed in Lieu of Foreclosure, were recorded in the aforementioned Recorder's
Office in and for Cwnberland County. Pennsylvania, on December 14. 1993. The August 5.
1991 Order is recorded in Miscellaneous Record Book 461, Page 414. The August 9. 1991
Order is recorded in Miscellaneous Record Book 461. Page 417.
A CERTIFIED COPY of the Order dated June 16, 1993 approving the sale of assets of
Pheasant Run &tates Limited Partnership as part of the approval of the Final Report and Plan oj
Distribution of the Receiver dated February ll, 1993, (See paragraphfifteen (IS) of said Order
providing general authority to the Receiver to dispose of assets), which Order was mentioned in
said Deed in Lieu of Foreclosure, was recorded in the aforementioned Recorder's Office in and
for Cumberland County. Pennsylvania, on December 14, 1993, in Miscellaneous Record Book
461, Page 420.
TOGETHER with all and singular the Streets. Alleys, Passages, Ways, Waters,
Watercourses. Rights, Liberties. Privileges. Hereditaments and Appurtenances whatsoever
thereunto belonging or in anywise appertaining, and the Reversions and Remainders. Rents,
Issues and Profits thereof,' and all Estate right, title, interest, property. claim and de11UU1d
whatsoever of the said Grantors, in law, equity, or otherwise howsoever, of in and to the same
and every pan thereof.
TO HAVE AND TO HOLD the said Unit above-described and the Hereditamentsand
Premises hereby granted, or mentioned and intended so to be, with the Appurtenances unto the
said Grantee, her heirs and Assigns. to and for the only proper use and behoof of the said
Grantee, her heirs and Assigns forever, subject as aforesaid.
AND the said Stephen D. Tiley and Robert G. Frey, will warrantSPEC1ALLY the
property hereby conveyed. The said Helene M. Tiley and Debra L. Frey are the spouses of
Stephen D. Tiley and Robert G. Frey, respectively. and join in this conveyance as '"
acc011l11UXiation to the Grantees solely to quitclaim whatever interest which they may have as the
spouses of the said Stephen D. Tiley and RobertO. Frey and do not join in the warranty o/title
contained in this deed nor in any other warranties which may exist or be implied in this
transaction.
IT WITNESS WHEREOF, the said Grantors have hereunto set their hands and seals
the day and year first above wrinen.
Signed, Sealed and Delivered
in the presence of
~iJ, '7 ~ (Seal)
+-~/
~~
~ ~ .;;!.
- ~ _/?1. / 'lJ/
Helene M. Tiley
(Seal)
_~.J-~)
Robert G. Frey CJ
/J..1,<>- -!.. 1- /W.( (Seal)
Debra L. Frey
800K 112 fACE 869
COUNTY OF CUMBERLAND
On this. the / ~ day of September; 1994. before me, the undersigned officer.
personally appeared Stephen D. Tiley and Helene M. Tiley, husband and wife, and Robert G.
Frey and Debra L Frey, husband and wife, known 10 me (or satisfactorily pruven) to be the
persons whose names are subscribed to lhe within instrument, and acknowledged that they
executed the same for the purposes therein contained
IN WITNESS WHEREOF, I hereunto set my hand and official seal. .IO';~~~"'~
~ +4 ~~P;i:;z.~''!.~ .~'\~< .'
" - !!!!u,:,~,,~'$
_ ~ ~t-"'-!l".'
NOTA_SEAl. "f;-4. iH'::::Ip:c:;'::_
CA~~~~:'tu~~~:~vr:~ '" ~ i\ J>l.~'~~.~~fjl>.
hi'!' COMMlt$oON fl"RES JUHE n. IttI Title OfOffi<:e~1ot~'~~~;~f::::o'~\\~
,~;....~~~
I do hereby cenify that the precise residence and complete post office ~..,~:~~:wHlilti ~},'. ",' '.
named Grantee is: UnitF~1l1.1420BradleyDriv Carlisle,PA, 17013. CIU''''''I'l;;~'t, "
COMMONWEALTII OF PENNSYLVANIA
,
/
.
SS.
I
COMMONWEALTII OF PENNSYLVANIA :
COUNTY OF CUMBERLAND
RECO~,pn this ...3
day of d,! e&-;
A. D. 19 9 V , in the Recorder's office of
thesai~Couoty,inDeedBook 1/:2-
Page~9 '__~_,,_,,~~.,;
GIVEN uoder my hand and the seal of the -,(if" t~",i;.;ia.'V~
. . ""'{"rf/.,~~"-"'!!~'~'];'
scud office, the date above wntten. 'itA_I.."'" ".' "~",,,O-'" 1~.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DE EOENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
NACE, MILDRED M.
FILE NUMBER
21-01-00241
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1. Ronan Funeral Home
255 York Road $ 5,997.10
Carlisle, PA 17013
2. Westminster Cemetary - grave opening $ 775.00
3. Dress $ 53.00
B ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5)
Sodal Secunty Numbe~s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year{s) Commission Paid:
2 Attorney Fees Jacqueline M. Verney, Esquire 44 S. Hanover St. Carlis e $ 500.00
PA 17013
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Cumberland Cty Register of Wills $ 75.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapitulation) $ 7,400.10
(if more space is needed, insert additional sheets of the same size)
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COMMONWEALTH OF PENNSYLVANIA
INHERiTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
NACE, MILDRED M.
FILE NUMBER
21-01-00241
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Mortgage - Mildred M. Nace only, M&T Bank Acct 10000188087990001 $ 23,751.56
on 1420 Bradley Dr. Apt F-111, Carlisle, PA 17013
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
Sprint- July 2000 $ 24.49
Condo fees - July, 2000-March, 2001 ($79.00 x 9~$630.00)
630.00
P.P.&L. July, 2000 - March 2001
166.07
Mortgage payments July 2000 - Feb 2001 ($246 x 8
2000
Carlisle Suburban Water - July - Feb 2001
$1,968.00)
1968.00
280.65
Homeowner's insurance - State Farm
134.00
School taxes 2000-2001
460.00
County taxes 2001
116.49
R/E Commission on sale of condo: Ebener Associates; Sterling Rea ty
2400.00
1% transfer tax on sale of condo
400.00
Document prep; sale of condo- Jacqueline M. Verney, Esq.
175.00
Notary fees - sale of condo
4.00
DRO search sale of condo
20.00
TOTAL (Also enter on line 10, Recapitulation) $ 30,530.26
(If more space is needed, insert additional sheets of the same size)
~~
612 ~ MAR 19 'm1 19:21
/<.:.
j{ft/"
'-,
--
tale
CU8to~r S.~1c. WQrk~tatiQO
Lean layoff/ClaSdOut
:OFf DATE REQUESTED IS BEYONO NEXT DUE CATB, FIGURE IS
.LY Nl ESTI>lAU, Pt.EASE CAU, SACK Cl.CSEIl TO PAYOfF DATE
~caunt .: 100001880879900Q1 praauct: ILN S~ode:
Ml.l" SANK
SSN/TIN: !~222$039
PacJc&c;e.
Statu. : ~CTlVE
10,1$:1.
Ol/Q31l$
1: "'~ORlO M NACE
2,
SIMPLE INTEREST
Prinetp.l Balance ~
OUtatandin9 Balance:
Il\t.:test Due
Int.reat R.bate
LAte Cha~qes ou..
Pte-P.~nt P*n.ltVJ
I~.~tance Rebate
nealer Rebate
H1sc charqes Oue
$23,593.35
MIA
$J.58.21
MIA
$.00
TQt.~ Pa~off Due
~Qtal Payoff Dat.
Good until 2:00 pm
$23,751.56
lI"'IJ,"~u.l
.00
Per C1em
5.45$$5
$.00
f2 Options f3 Main Menu ~11 Titl. t12 PreviOus
SAlOIS. SHUFF. FIAWEfl: tIl L\NCSAY
13679
Dae., 03/23/01 ~~~ a3,751.5'
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'P%'ClPI:rty. 1.20 a~a.d.l.-:f >>rh., ca&'lM_. IA 110~3
21,1$1.51 Payoff of 'irst Hgrtv~ Loan
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~. Js:tt.lement Statement u.s. Oepart~nl 01 Housing FINAL
",," -", ~M.M"
1. ~:.I~A ~. ~~"llIA, J. Dconv. Unins. I ~'~~:'~~~~N ).7.LaanNUmber Ts. MOrllllllle II1SUrllnCcCll... Nurnbef
C.Nole: -=:"::~~!I'~-:~=m~=~::=~~U:~=.="'~~~nll1.";"
WARNING; ~ 1$ acorn! \t,-""","ngiy mMol WH I _ntllO ~.lkII1I1dSlllI8l on,,", ()t ::i;~lhat'limlllf form P.n......upcn
D. N~~:_~~~ORROWER; James R. Gage and Karen M. Gage
E. NAME OF SELLER: Lori 1. Krick and Estate of Mildred M. Nace
,""."."
F. NA~.E O~_:.ENDER: Members.F~~.~ederal Cre~iIUnion....., 1'"1/).<;<
G. PROPERTY ADDRESS: ~;:~~.ra~ley Drive. Carlisle. PA 11013
It SElTLEMENT AGENT: ~=idis, Sn~ff, Flower ~L~~a:~ ~~~~one: 7l'1-24).6222 Fax: 717-243.6486
~ ~ =
--:;::- 4Q 000.00 ,.,- olD 000.00
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03 , 01 " , 01 90.6] 03 <l3 01 " " 01 90.63
::::- ni723fOl ~;r::Ol 1 3.73 03 23101 " 30 01 123.73
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'''='OT " 522.95 "00 nDM; 40 214.36
'M
-, 1 000.00 '0'
" 000.00 , 115.49
-= " 751.56
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" 000.00 '00 ~nTo' " 867.05
" 522.95 " 214.36
-= --= " 000.00 --= " 867.Q5
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SUBSTlTlfTE FOfWl099SfLLERSTATENENT: Thtlnrormationcolll'll'l8dhatelnl.lll\PClIIIlnllaxlnrormadon.rdill~nglurnll;lIedlOu..lnlel'OII~IWJ'~CI. ~YllU""~lllllolllol'l.ckXII.
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,EPARTMENT OF HOUSJNG AND URBAN DEVELOPMENT
File Numbcr TI2001-37
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COMMONWEALTH OF P~NNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NACE, MILDRED M.
FILE NUMBER
21-01-00241
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. Lori Jean Krick Daughter 100%
134 C. Street
Carlisle, PA 17013
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) S
(If more space is needed, insert additional sheets of same size)