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HomeMy WebLinkAbout01-0338 CUMBERLAND COUNTY REGISTER OF WILLS PETITION FOR GRANT OF LETTERS Estate of Kimberly J. Batdorf No. ~I- 0' .. 0 33 ~ also known as , Deceased Social Security No.209-54-6450 Ray Batdorf Petitioner(s), who is/are 18 years of age or older. apply)ies) for: (COMPLETE "A" OR "B" BELOW:) o A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut . Decedent, dated and codicil(s) dated named in the. Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: Gl B. Grant of Letters of Administration c.t.a. (c.I.a., d.b.n.c.l.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 208 Reservoir Road, Mechanicsburg, Upper Allen Township (list street, number and municipality) Decedent, then 39 years of age, died February 23 ,2001, at M. S. Hershey Medical Center, Hershey, PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property ......................................... $ 5,000.00 (if 110t domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County .............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Total ............................... .............................................. ........................................ $ 5,000.00 Real Estate situated as follows: None Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate fonm to the undersigned: Signature Typed or printed name and residence Ra Batdorf Box 12 Numidia PA 17858 RW-1 )(0- fi ~O - /4 Oath of Personal Representative Commonwealth of Pennsylvania County of Northumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed bel:re me ~iS &J.3 day 01 CL_ ~ ~~rRa~~ DECREE OF REGISTER CUMBERLAND COUNTY No. r also known as Estate of Kimberlv J. Batdorf Deceased Social Security No: 209-54-6450 Date of Death: 02/23/2001 AND NOW, mARC H d- '1 2001, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters a Testamentary ~ of Administration c.t.a. ((c.I.a., d.b.n.c.l.: pendente lite: durante absentia; durante minoriate) are hereby granted to Ray Batdorf after Judy Batdorf renounced her riQht to act in the above estate and that the instrument(s), if any, datedJanUary 29,2001 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... Short Certificates( s) ............... Renunciation ............. ...... ....... Extra Pages ( ) ............... I.T.R....................................... JCP Fee................................. Inventory ................................ Other ... ......... ..... ....... .............. TOTAL ........ ...... ......... .... ..$ $ 25.00 rttCU0tc.~ 2UL ~l^~ Reger of Wills . $ $ $ $ $ $ $ $ 6.00 5.00 Signature 5.00 Attorney: Todd P. Kerstetter. Esquire I.D.No: 78178 Address: One West Sunbury Street Shamokin PA 17872 41.00 Telephone: (570) 648-6821 DATE FILED: H105.805 REV 91R{, This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as LocalR,egistrar. 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. w~ 0. t~ Local Registrar Fee for rhis cerrificate, $2.00 p 7233.963 ~e.~ k! {(. t-v dare 2' 2G~ i HI05.143Rev.2117 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH TYPE/PRINT IN PERMANENT BLACK INK o w .. ::> ~ :; .. I. AGE lL_ BinhOaYl .~q v,. EURTHP\...ACf(C4yotnG SlaIeOl ForeoynCounuYJ STATE FilE :O"U....A :E~#1.\'~ :T~SEqUR:S~ -l.~~D PLACE 0# OERHICtoedIcnlyOf'fl.- ....'natluctoOJtSonom......' 1A&.: OTHER: -- r<1 ='" 0 :=",0 COUNTY OF OEArH Dauphin .. - VI., \~;n~ 61-<.."''''- ~~"" OLE lO(OfI A!i A CQNSEOUfN::e OF): f ApptoaimMe ......,.,. betwMI\ : 0ftlMI and dHIh I I PART I: Qhw......c:oncIIionit~lIOdNth. but "~inU. ~ca&IM"",inlWn I. l : , DUE 10 AS A CONSEQUENCE OF); l-- W OUE~;~:c~~f~~~: ~/"""1' \"'* WERE AUlOPSY FtNDtNGS WANNER OF DEATH JlNLAaE PRIOA 10 COUPlEnOH OF CAUSE Q:: 0 01' 0EAlH1 ....w.. HamiCdl -...'" 0 P_ndIng InvnIIQllUon 0 ...0 No 0 Suic..,. 0 Coutd not ~ dl!1.rmNlCtd 0 DATE OF INJURY lManlt. Day, ......1 TIWE Of LNJUAY tNJUAV KI\NORK? DESCAt8E HDNlNAlAYOCCURREO. ... 0 NoD ... -MEDICAL EXAMINER/CORONER , On the basis of eaamlnatlon andJor inv..tlgation, in my opinion, death oc:c:urrecll .t the lime, de.., .rod place. IncI due 10 the C.UHC...mII Manner uat.IIId.. ...................... _...................................................................... _.. 31a. REGIST BER 1~,.t,211Ifl o .. 2.. CEllTIFIlER lCheck any one. "CERTWYING PHYSICIAN (fltI~ C8f~ CMISe 01 dealtl wh8l'l MlOlhItf phy$lC...,-. ftuprOtlQuoced ..alft ana completed hem 231 To......o'my knowlMge......OCCunad,.........cauM(.,andlNnne'.....tM................ .............. zo. PlACE OF INJURY. AI~. tann. ..r....Iadort. offIc. builclng.lMc:.lSpec"....1 .... ~ ai @ o w o ... o w :l ~ .PAOHOUNC:ING AND CEATlfYlNO PHYSK:lAH(~ boIh;)l~ oealh and ceollYll19IO cause 01 oealhl To.... tMtd 01.... knowlfllg.. d..th OCCwnNI.......... date. and pa.c.. and d....1G.... caUM(.' and manner.. .tated.. . . . ",0 001 ",-DI-033i LAST WILL and TESTAMENT \ I, Kimberly J. Batdorf, do bequeath my entire estate to my parents, Ray and Judy Batdorf. This is my final will and nullifies and previous wills made by me. Signed by me this 29th day of January, 2001. ~~.~ ~~ Kimo rly J .~at rf - R:\ .~~~ \.r.f\\c.$. . C ~~~ . ~ ~'" Wi .s L'n~Jo,tt~ 'D 1i<;bu1, ~ 'f"Cif: ~ I ~A Witness (71t)~3d-lI1(1 'I~O\ Date I -~~ ,01 Date J/yq/Ol Date . REGISTER OF WILLS CUMBERLAND COUNTY Estate of KIMBERLY J. BATDORF OATH OF SUBSCRIBING WITNESS -33t No. also known as , Deceased Cynthia C. Steffan (each) a subscribing witness to theO codicil(s) ~ will(s) presented herewith, (each) duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of the Testator(rix) in her/his/their presence anliJ in the presence of each other 0 in the presence of the other subscribing witness(es). ~~~-~~~~ (Sign e) 10 Gettysburg Pike MechanicsburQ PA 17055 (Address) (Signature) (Address) ~ . . Sworn to or affirmed and subscribed 'U+~ before me this~ day of Ot r Publi Notarial Seal mmi . It~~otary Public arnsolifg:Uauphin County My Commission Expires May 19. 2003 Member. Pennsvlvar.i3 Association 01 Notaries (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. RW-2 REGISTER OF WILLS CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Estate of KIMBERLY J. BATDORF No. ~ also known as I Deceased Kristen E. H. Staqq (each) a subscribing witness to thel:l codicil(s) !XI will(s) presented herewith, (each) duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of the Testator(rix) in her/his/their presence anlD in the presence of each other l:l in the presence of the other subscribing witness(es). r?~ f.f$(~_rn) 12 Triplett Court Dillsburq PA 17019 (Address) (Signature) (Address) Sworn to or affirmed and subscribed /:l~ Notarial Seal ~c1 L. Keiffer, Notary Public r81rvlew lWp., York County My Commission ExpIres Feb. 7,2004 (Signature and seal of Notary or other Membii. PennaytViilIaAssoclM6lfci taken by officer authorized to administer oaths. Please have official qualified to administer oaths. Show present the original or copy of instrument(s) at time of notarization. date of expiration of Notary's commission.) RW-2 REGISTER OF WILLS CUMBERLAND COUNTY RENUNCIATION No. ~I- 33r Estate of Kimberly J. Batdorf also known as , Deceased The undersigned Judy Batdorf, Mother (Relationship) of (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters of Administration c.t.a. be issued to Ray Batdorf Witness my hand this ." Sworn to or affirmed and subscribed c13i'd.. before me this day of c.:lOD ( (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) RW-3 day of March B2: .1r Numidia 2001 h, Y3 a::r~1FI- (Signature) PA 17858 (Address) (Signature) (Address) (Signature) (Address) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. CUMBERLAND COUNTY REGISTER OF WILLS ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: KIMBERLY J. BATDORF Date of Death: 02/23/2001 Estate No. 21-01-0338 SSN: 209-54-6450 File No. 2001-00338 Date Letters Granted: 03/29/2001 Will or Administration No. To the Register: I certify that Notice of 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 06/29/2001 ~ Address Ray Battorf Box 12 Numidia PA 17858 Judy Batdorf Box 12 Numidia PA 17858 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: 06/29/2001 ---- -.." - ---... -- >; Signature Todd P. Kerstetter. Esquire Name (Please type or print) One West Sunbury Street Address Post Office Box 552 Capacity: Personal Representative X Counsel for Personal Representative' Shamokin PA 17872 Telephone No. (570) 648-6821 -~.~} CUMBERLAND COUNTY REGISTER OF WILLS INVENTORY , Deceased No. 21 01 0338 Date of Death 02/23/2001 Social Security No. 209-54-6450 Estate of Kimberly J. Batdorf also known as 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 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 made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Todd P. Kerstetter, Esquire I.D. No.: 78178 Personal Representative: ~~. c&~~ Ray Batdorf Address: One West Sunbury Street Shamokin Dated 1- ?- 0 I PA 17872 Telephone: (570) 648-6821 Description Cash, Bank Deposits, & Misc. Personal Property Value Checking account #032036246 at Commerce Bank 1,853.16 Savings Account #430023478 at Commerce Bank 71.59 1993 Pontiac Sunbird Automobile - blue book value 3,600.00 Total 5,524.75 (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 Inventory. RW-4 c STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND , PENNSYLVANIA Name of Decedent: Kimberly J. Batdorf Date of Death: 02/23/2001 File No. 21-01-0338 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether 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: 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 ~ b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? YES_ NO ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: q - / (.) - 0 J ~ Signature Todd P. Kerstetter Name (Please type or print) One West Sunbury Street Address Shamokin PA 17872 (570) 648-6821 Tel. No. Capacity: Personal Representative ~ Counsel for personal representative \, /~-~.:;U}-/.y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-2001 BATDORF 02-23-2001 21 01-0338 CUMBERLAND 101 TODD P KERSTETTER ESQ JACK C YOUNKIN LAW OFFC PO BOX 552 SHAMOKIN PA ~1~72 Allount Rellitted '* REY-1541 EX iFP <12-001 KIMBERL Y J 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=is'4-j-E3f-AFP--(,i'2=oOY-No'ficE--OF-YNHER-iTAi"-cr'fAX-AppRAisEMENy-,--AL1-owAi..-ce-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BATDORF KIMBERLY J FILE NO. 21 01-0338 ACN 101 DATE 10-22-2001 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 ( ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 5,524.75 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. 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 (9) UO) 5,493.00 232.81 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 5,524.75 (11) (12) (13) (14) 5.725 81 201. 06- .00 201.06- NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ 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 EDITS: YMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) (5) .00 X 00 = .00 (16) .00 X 045 = .00 (7) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= .00 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .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. 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