HomeMy WebLinkAbout01-0343
PETITION FOR PROBATE and GRANT OF LETTERS OF ADMINISTRATION
,Deceased.
No. OLJ- DJ-.3l/t3
To:
Register of Wills for the
County of Cllmbedand in
the Commonwealth of Social
Pennsylvania
Estate of: Kingsley G Willil'lrne
Also known as
Social Security No. 154-18-4097
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executor nOlJna T.ol1ise
Wl11l~rns named in the Last will of the above decedent, dated April 6, ] 981, and codicil(s)
dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cl1mberl~nd COllnty, PeDt1sylv~nja, with his last
family or principal residence at
401 South -College Street,Carlisle, Pennsylvania (Carlisle Borough)
(list street, number and municipality)
Decedent, then ~ years of age, died March 25,. 9.00] at
401 South Colleqe Street, Carlisle PA , C11mbprlanrl COl1Tlty, pt\
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:
Decedent at death owned property with estimated value 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: Estflte opE'ped for
/~ -;;(d/- 5
Hl()"}IO':\ REV 9/~r,
This is to certifY that the information here given is correctly copied fron: an original certificate of death dlll~ filed with
Local Registrar. The original certificate will be forwarded to the State VItal Records Office for permanent fillllg.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
l1'~~. ~tu-~~~
Fee for this certificate, $2.00
Local Registrar
p
7247903
MAR 2 7 2001
Date
21-2001-343
H105.1QAev.2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
liNT
'ENT
INK
G.
williams
SEX
2. Male
STArE FILE NUMBER
SOCIAL seCURITY NUMBER
.. 154 -
25. 2001
79
v...
=...,)0
COUNTY OF 0E.crH
.;;/ . Cumberland
..
RACE. American Indian. SIadr., White. Me
I_I Whi te
10.
SURVIVING SPOuSE
I" WIfe. gn,e tnaIClM .--net
.....
FRHER'S NAME fF..... MidcJe. Last)
~ Carl S. Williams
INFOAMANrS NAME(TYS*'PrinI)
Donna L. Williams
METHOO OF DISPOSITION r..!
. 0.......0 c_""''i'' "__&...0
DonatiOn Othef ($pec.ty\
. 21a.
S1GNAIlJRE
Clly-..
17013
01
2..
2? H.RT I: Enter rM diMu.., in;urtft or compIN:.AZ', CIIUMd the death. Do
U. onfy one caUM Oft ucn 11M. .
~T="i1''''''' 'Ira
'eMllingWloeet't)_ a. '
REFERREDlO:W EXAMM
20.
I AflproUnate PART II: 0thIr IignifIc.aftt c:onctIioM contrIIuting 10 dUm. but
!~~ noI,..;rlnglntl'lll~t>>UMoMnirl:PARTI.
I
I
F
WERE AUTOPSY FINDINGS
.......LA8LE PRIOR TO
COMPtET1ON OF CAUSE
OF Dl!ArH?
MANNER OF DEATH
~
No~
No.....
-..
"'-
~
o
DATe OF INJURY
(Men". Cay. _I
TIME OF INJURY
INJURY It.r WORK?
DESCRIBE HOW INJURY OCCURRED,
-
o
o
o PLACE: OF INJURY. AI home. farm, .,.... factoty. otrIce M.
--....1-
....
.... 0 NoD
....0
Pendtng IIntontlglltlon
Could not be determined
*MEDlCAL EXAMlNER/COAONER
On the baaiI of aumln.Uon and/or Inv.stlgatlon.ln my opinion, death occurred It th. tlm., dat., ."d place, and due to the cau..(.) and
mann. a. stat". , ..,.....,.. .".,........,...,................,..,..."..""..",.,....,.".....,.,...,.,...,..
31a.
REGISTRAR'S SIGNATURE AND N
t\. ~tu-~~
k;k II~\ 101
3..
2...
CElnlftE" (~only one)
*CERTIFYING PHYSICIAN (Ph'fSlCWtn certifying cause 01 deMh when anolt\er phySICian has pronounced de81tl ana CllmClIeled IIfIm 23)
To.,..bestofmy~. ..th OCCurrM due 10 the c......-{.).nd m.nner.. ataled.,............,.".,.,.....,.....,.",.,..,.",
:ZOo
'ItAONOUNClNG ANO CERTtFYtNQ PHYSICIAN (f'tlyX..n both ptonounc!t'9 OfJaltl and certrfylr'lo to cause of deeth)
To lhe bHI 01 my knowtedve, death occurred at the Itlne. date. Jlnd piece, Jlnd due to the cau..(a) and manne, a. atatect.. . . . . _ . . . . . . . . . , .
.
.
LAST WILL AND TESTAMENT
OF
KINGSLEY G. WILLIAMS
I, KINGSLEY G. WILLIAMS, domiciled in the State of Mary-
land, do hereby make, publish and declare this as and for my Last
Will and Testament, hereby revoking any and all Wills and Codicils
at any time heretofore made by me. I am married to JEANNETTE E.
WILLIAMS, and we have four adult children, namely, STUART C.
WILLIAMS, CAROLINE LEE GIORGI, GILBERT JUDD WILLIAMS and DONNA
LOUISE WILLIAMS.
FIRST
I direct that the expenses of my funeral and burial,
including a suitable grave site, marker and perpetual care, if
deemed appropriate, be paid out of my estate, in such amount as
my Executor may deem proper, without regard to any limitation in
the applicable local law as to the amount of such expenses and
without Court order.
SECOND
I give, devise and bequeath all of the rest, residue
and remainder of my property and estate, of whatever kind and
wherever situated and to which I may be in any manner entitled
at the time of my death, including any property as to which I
may have any power of disposition or appointment, to my wife,
but if she shall fail to survive me, to my children who shall sur-
vive me, in equal shares, provided, however, that if a child of
mine shall not survive me, but shall leave a descendant or
descendants surviving me, such descendant or descendants shall
Law Offices
CRAIGHILL, MAYFIELD
& McCALL Y
725 Fifteentb Street, N.W.
Washington, D.C. 20005
(202) 347-4444
.
.
! receive, per stirpes, the share to which such child would have
been entitled if he or she had survived me. Notwithstanding the
foregoing, if a child of mine shall predecease me and shall have
been married to his or her present spouse at the time of his or
her death (and shall not have been legally separated from such
spouse at the time of his or her death), such child's share shall
be distributed to such child's present spouse (instead of such
child's descendants who shall survive me), if such spouse shall
survive me; for the record, I wish to state that my son, STUART
C. WILLIAMS, is presently married to BARBARA BOND WILLIAMS, my
daughter, CAROLINE LEE GIORGI, is presently married to LELAND
VINCENT GIORGI, and my daughter, DONNA LOUISE WILLIAMS, is
presently married to ARDREY PIERCE BOUNDS.
THIRD
Wherever there is any reference in this Will to a
descendant or descendants of any child of mine, such descendant or
descendants shall be deemed to include only descendants of my
children by their present or any future marriages.
FOURTH
I appoint my wife to be the Executor of this my Last Willi
and Testament. If she shall be unwilling or unable to commence
or complete her duties as Executor, I appoint my daughter, DONNA
LOUISE WILLIAMS, to be my Executor. If they shall both be un-
willing or unable to commence or complete their duties as Executor,
I appoint my son, GILBERT JUDD WILLI~MS, to be my Executor. If
they shall all be unwilling or unable to commence or complete
their duties as Executor, I appoint my daughter, CAROLINE LEE
GIORGI, to be my Executor. If they shall all be unwilling or
-2-
.
.
unable to commence or complete their duties as Executor, I appoint!
my son, STUART C. WILLIAMS, to be my Executor. All Executors
shall serve without bond.
FIFTH
My Executor shall have full discretionary power, with-
out order or approval of any Court, to take any action desirable
for the complete administration of my estate, including the power
to sell, at public or private sale, any real or personal property
belonging to my estate at whatever prices and upon whatever terms
my Executor shall deem advisable, to retain, invest and reinvest
in any property, without being restricted to so-called legal
investments and without responsibility for diversification, and
to compromise any claim against or in favor of my estate, as fully
as I could do if living.
IN WITNESS WHEREOF, I have hereunto subscribed my name
and affixed my seal this .;,...~ day of
L\p'~11
.
, 1981.
IL~ ~) W~
KING LEY G. WILLIAMS
------'~~~ "
( (SEAL)
---./
Signed, sealed, published and declared by 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 attesting witnesses on the day and year last hereinbefore
written.
l\p R.,- (1J :ntoi..D'L
_)L<:~h~ j,J.. )~17~~,-
,
ADDRESS -
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ADDRESS
ADDRESS
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WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and
codicil(s) presented herewith and the grant of letters
Testamentary thereon.
Name
Relationship
Address
AKPr~~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF r.TTMRRRT.A Nn
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 representative(s) of the above decedent petitioner(s) will well and truly
administer the estate according to law.
Sworn to or affirmed and subscribed
Before me this _3..o....ulay of March, 2001
Address
Name
Address
N 21-2001-343
o.
Estate of Klng!O:l('y ~ WllH~m!O: , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW April 2nd ,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 Apr1l 6, 1981
Described therein be admitted to probate and filed of record as the last will of
Kingsley G W1111ams
and Letters Testamentary - Donna Louise Williams , A/KIA
are hereby granted to Donua LOllise Wmi8T1ls
~
4;?
FEES
Probate, Letters, Etc....... $ 270.00
Short Certificates (5). . . . . .. $ 15.00
Renunciation. . . . . . . . . . . .. $
x-Pages (2) $ 6.00
JCP ~~ $ 5.00
Filed. . !\p.r.~~ .~ ~ ?99~. . . . . . .$. .~~E?: 99. . .
Samllel W Milkps, ESf}
ATTORNEY (Sup. Ct. J.D. No.) 30130
.J ACORSEN & l\/(1T .KES
52 R~st Hlgh Street
Car11s1e, PA 17013
(717) 249-6427
Phone and Address
CALL ATTORNEY WHEN LETTERS ARE FINISHED
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(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 the pres
other subscribing witness(es)). /
Sworn to or affirmed and subscribed before
me this day of ./
19_/
Register.
/
,I
/
signed as a witness at the
ce of each other) (in the presence of the
(Name)
(Address)
(Name)
j
/
/
I
/
//'
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
SAMUEL W MILKES
~ subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
he is familiar with the signature of KINGSLEY G WILLIAMS
xlllOdim
testat~ of ~x_xmeOq;lgWOIDl'I~x~ssexx~ the will
that
he
presented herewith and
~mxx
believes the signature on the will is in the handwriting of
KINGSLEY G WILLIAMS
to the best of his knowledge and belief. ~/ ~ ~ ~
Sworn 10 or affirmed and subscribed before ~~ ~
day of (-,:!~me) C- ,
~ 2001 5''2- ~' \:\)~ \- ~~,
. . '~41- (Address)
Register ~
(Name)
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
~,,'
"
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'"
"
"''-.
",
coct'iei)
(each) a subscribing witness to the will "
law, depose(s) and say(s) that
esented h,erewith, (each) being duly qualified according to
present and saw
the testat , sign the same and that
"
request of testat_ in h pres,erice and (in th
other subscribing witness(es)). ///
Sworn to or affirmed and subscribed before
me this / day of
19_
signed as a witness at the
resence of each other) (in the presence of the
(Name)
'(Address)
Register
(Name)
(Address)
t
" 1
.I
/
REGIsntR OF WILLS OF Cumber1nf'ld COUNTY
OATH OF NON-SUBSCRIBING WITNESS
"])0 YI (to.. L. W; [Lt'OvVVtS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s ,that
5h e. t'S familiar with the signature of G - I ! ~.3
codicil
@) presented herewith and
codicil
believes the signature on the@s in the handwriting of
lef'll) f,fe~ G-. [AI / C'~w 5
to the best of /II ey- knowledge and belief.
Sworn to or affirmed and subscribed before )) () Y\ I"\. fA..
me this 2 nd day of
Ap 'I l:i~Ol
testat~ of (one of the subscribing witnesses to) the
that
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(Address)
...-"
S-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Kingsley G. Williams
03/25/2001
Date of Death:
Will No. 2001-00343
Admin. No. 21-01-0343
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 Ma y 15 , 200 1
Name
Address
Donna Louise Williams
262 Walnut Street, Carlisle, PA 17013
Stuart C. Williams
211 Scott Avenue, Syracuse, NY 13224
Caroline Lee Giorgi
P.O. Box 321, Stone Ridge, NY 12484
Gilbert Judd Williams
102 Locust Avenue, Mill Valley, eA 94941
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
s1c6 (0/
r-~
Signature
Name Samuel W. Mi1kes , Esq.
Address 52 East High Street
Carlisle, PA 17013
Telephone ( ) (717) 249-6427
!,-::.'
Capacity: _ Personal Representative
~Counsel for personal representative
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
NO. CD 000482
DONNA WILLIAMS
262 WALNUT STREET
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
__nn__ fold
101
$12,019.39
ESTATE INFORMATION: SSN: 154-18-4097
FILE NUMBER: 21-2001- 0343
DECEDENT NAME: WILLIAMS KINGSLEY G
DATE OF PAYMENT: 11/05/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/25/2001
TOTAL AMOUNT PAID:
$12,019.39
REMARKS: DONNA WILLIAMS
CHECK# 134
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 01 00343
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT Of REVENUE
DEPT. 280001
HARRISBURG. PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Williams,Kings1eyG
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
154-18-4097
03/25/2001
03/28/2021
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
1. Original Return
2. Supplemental Retum
3. Remainder Return (date of death prior to 12-13-82)
o
06.
09
o
o
o 10.
o 5. Federal. Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11.Election to tax under Sec. 9113(A) (Attach Sch 0)
4. Limited Estate
Decedent Died Testate (Attach copy
of Will)
Litigation Proceeds Received
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AME
Samuel W. Milkes
lRM NAME (If applicable)
JACOBSEN & MILKES
52 East High Street
Carlisle. PA 17013
ElEPHONE NUMBER
717/249-6427
,. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
OI'FICIAL USE ONLY
166,900.00
74,125.00
3. Closely Held Corporation, Partnership or Sole.Proprietorship
None
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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)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
27,353.97
None
37,293.10
None
16,133.47
(8)
294,451.57
(9)
(10)
26,146.44
1,207.53
(11)
12. Net Value of Estate (Line 8 minus line 11)
(12)
267,097.60
13. Charil'"!.b!e ;:n:::! Gcv'J~r:me!1~1 8eqL!9~ts!Sec 2113 Tp.lsts fnr which An p]f!c.tinn to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
267,097.60
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 267,097.60 .045 (16)
0 16.Amount of Line 14 taxable at lineal rate x
g
~ 17. Amount of Line 14 taxable at sibling rate x .12 (17)
,.
0
u
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
~
19. Tax Due (19)
12,019.39
12,019.39
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Dej;edent's Complete Address:
STREET ADDRESS
40 I S. College Street
CITY
Carlisle
I STATE PA
I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
12,019.39
Total Credils (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penally
(3) 0.00
(4)
(5) 12,019.39
(SA)
(5B) 12,019.39
Total Interest/Penally (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
111/II111OO1_1.1III_lIIIIlIBml__IIIII_..IIII........I_I.111
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRiATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;.............................................................................
b. retain the right to designate who shall use the property transferred or its income;................................
C. retain a reversionary interest; or............................................................... ............................................
d. receive the promise for life of either payments, benefits or care?.........................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.. ... ... ... ... ................ .......... ... ... ................ ... ...... ... ... .............. ........... ... ... ....
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?......... ... ...... .... ...... ............. .......... ... ... ..................... ... ........... ..................
Yes No
~ I
D 181
D 181
181 D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS is YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
51 E OF PERSON RESPO SIBL f ING RETURN ADDRESS
\
DATE
SIGN
262 Walnut St.
Carlisle, PA 17013
I ~Z-(. / (j fATE
ADDRESS
ADDRESS
DATE
52 East High Street
Carlisle, PA 17013
I
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. ~9116 (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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P .5. 99116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .5. 99116
1.2) [72 P.S. ~9116 (a) (1)].
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.
'*
SCHEDULE A
REAL ESTATE
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Williarns,KingsleyG
I FILE NUMBER
21 - 01 - 00343
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller,_ neither being compelled to buy or sell, both having
reasonable knowledge of the relevant faCts. Real property which is jointly-owned witn right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
162,000.00
401 South College Street, Carlisle, PA 17013 (Decedent's residence)
2
Timeshare, Ocean City, Maryland
4,900.00
TOTAL (Also enter on Line 1, Recapitulation)
166,900.00
*'
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Williams,KingsleyG
I FILE NUMBER
21 - 01 - 00343
All property jointly..owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
I Prudential Account Nos.: OGS - 225846 and 855874 74,125.00
TOTAL (Also enter on line 2, Recapitulation) 74,125.00
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAlTH OF PENNSYLVANIA
INHERIT ANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Williams,KingsleyG
I FILE NUMBER
21 - 01 - 00343
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 M&T Ballie Certificates of deposit
DESCRIPTION
VALUE AT DATE
OF DEATH
10,818.92
2
M&T Bank: Certificate of deposit
10,705.43
3
Onstown Bank, Checking account
11,597.75
4
Household possessions
3,671.00
5
Automobile (1986 Toyota)
500.00
TOTAL (Also enter on Line 5, Recapitulation)
37,293.10
'w
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Williams,KingsleyG
FILE NUMBER
21-01-00343
ESTATE OF
This schedule must be comoleted and filed if the answer to any of auestions 1 throu h 4 on oaae 2 is yes,
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH %OF
NUMBER Indude the name of the transferee, their relationship to decedent and the dale of transfer. ALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE
Attach a copy of the deed for real estate. INTEREST (IF APPLICABLE)
1 IRA with named beneficiary 16,133.47 16,133.47
i
TOTAL (Also enter on line 7, Recapitulation) 16,133.47
'*
SCHEDULE H
RJNERAL EXPENSES &
ADMINISTRATlVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Williams,KingsleyG
I FILE NUMBER
21-01-00343
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
1 Ewing Bros. Funeral Home 4,011.50
B. ADMINISTRATIVE COSTS: 2,000.00
1. Personal Representative's Commissions
Donna L. Williams
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address 262 Walnut St.
City Carlisle Slate PA Zip 17013
-
Year(s) Commission paid 2001
2. Attorney's Fees JACOBSEN & MILKES -- Samuel W. Mi1kes 1,200.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City Slate Zip
Relationship of Claimant to Decedent
4. Probate Fees Filing rees 471.86
5. Accountant's Fees Accountant 300.00
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Commission on sale of timeshare 1,225.00
2 Commission on sale of residence 9,720.00
Total of Continuation Schedule(s) 7,218.08
TOTAL (Also enter on line 9, Recapitulation) 26,146.44
*'
Sc::hecUe H
FW1eI'aI Expens e s &
Aani1is1raive Costsconti1ued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WilIiams,KingsleyG
I FILE NUMBER
21 - 01 - 00343
3
Closing costs on sale of residence (attorney fee, trarnsfer tax. taxes, water & sewer, wood
infestation report, transaction fee, utilities, homeowner insurance, clean and paint portions of
home, personal representative expenses)
7,024.58
Safe deposit box rental
Bank fees
85.00
56.50
13.00
39.00
4
5
6
7
Appraisal fee, personal possessions
Cat care
Page 2 of Schedule H
'*
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Williams,KingsleyG
I FILE NUMBER
21 - 01 - 00343
Include unreimbursed medical expenses.
ITEM
NUMBER
I Citibank VISA
DESCRIPTION
AMOUNT
794.53
2
Lakeview Home Healthcare Services
413.00
TOTAL (Also enter on Line 10, Recapitulation)
1,207.53
.
*'
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Williams,KingsleyG
I FILE NUMBER
21 - 01 - 00343
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY "_ ~:;~,~pENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Stuart C. Williams, 211 Scott Avenue, Syracuse, NY 13224 Son One-fourth
2 Caroline Lee Giorgi, P.O. Box 321, Stone Ridge, NY 12484 Daughter One-fourth
3 Gilbert Judd Williams, 102 Locust Avenue, Mill Valley, CA 94941 Son One-fourth
4 Donna L. Williams, 262 Wa!nut Street, Carlisle, P A 17013 Daughter One-fourth
Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
-
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
/6 -c:2.2/-~
\' BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SAMUEL W MILKES
JACOBSEN & MILKES
52 E HIGH ST
CARLISLE
'0' ,'(" I",' [, v 1 7 f) ',~ :i ()
"_ 'I \ I , t ,'._
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-13-2002
WILLIAMS
03-25-2001
21 01-0343
CUMBERLAND
101
Allount Rellitted
f~..
P4:tU013
'*
REY-1547 EX AFP IOI-D21
KINGSLEY
G
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=is4j-Ex--AFP--foY:02Y-NoYicE--oF-YtiHEifiTAifcE-Yix-APPRA-isEi'-ENT~--AL1-owAircE-oR------------ -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIAMS KINGSLEY G FILE NO. 21 01-0343 ACN 101 DATE 05-13-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
166.900.00
74.125.00
.00
.00
37.293.10
.00
16.133.47
(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. Charitab1e/Governllenta1 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
26,146.44
1.207.53
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
294,451.57
27.353 97
267,097.60
.00
267.097.60
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~ abb 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 TS:
(15) .00 X 00 = .00
(16) 267,097.60 X 045 = 12,019.39
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 12.019.39
AMOUNT PAID
12,019.39
DATE
11-05-2001
NUMBER
CD000482
INTEREST/PEN PAID (-)
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
12,019.39
.00
.00
.00
( 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.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent: \} ~ f\.~ ~ -e~1 G. \.Il_~fl\\l ~N\ C"
~.. ~l' I ~
Date of Death: -=3 ( ~::s 0' (
,
Will No.: Q...C;C) \ -- ~ ~~ 3
I
COr.
r...-....' .,.
Admin. No.:~J-o ( .-o3~3
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:
1. State whether administration of the estate is complete:
Yes,gL No 0
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 Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal ~resentative state an account informally to the parties
in interest? Y es ~ No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
Date:~OSand may be attached to this re~p:
Signature
~~v€-\ ~. k)~s
Name
\b Cc\e ~\\ D~C=\~1c Qf\
Address '-
{\7-~f-fq-7b%
Telephone No.
Capacity: 0 Personal Representative
XCounsel for personal representative
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/07/2003
DONNA LOUISE WILLIAMS
262 WALNUT STREET
CARLISLE, PA 17013
RE: Estate of WILLIAMS KINGSLEY G
File Number: 2001-00343
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/25/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:' File
Counsel
Judge