HomeMy WebLinkAbout01-0354PETITION FOR PROBATE & GRANT OF LETTERS ADNiI~NISTRATION
C.T.A.
Estate of KATHRYN E. ULSH No. 21-01- 3J'"'y
also known as To: Register of Wills for fhe
deceased. County of Cumberland
Social Security No. 209-12-5851 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is/are 18 years of age or older and the Executor/rix named in the Last Will of the
above decedent dated April 6 , 1987, and codicils dated none , 19 The Executor
named George L. Ulsh died June 11, 1992 .Renunciations for Sandra Elaine Ulsh and
Larry George Ulsh attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 1000 West South Street, Carlisle Borough
Decedent, then 81 years of age, died March 19 , 2001, at Sarah
Todd Memorial Home
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Witl offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $35,000.00
(If not domiciled in PA) Personal property in PA $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania, situated as follows: $
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters of administration c.t.a. thereon.
Signatu~re~(~s) and ResidCe~nce(s) of Petitio/ne~r(~s):
L~~/C .f/H~/( ~Q.~.nUt.r( (~1.4~~.
Darrell Leonard Ulsh
256 Frost Road
Gardners, PA 17324
717-486-5075
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
The Petitioner(s) above named swears} or affirm(s) that the statements in the foregoing petition are
true and correct to the best of ±he knowledge and belief of Petitioner(s) and that as personal representative 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 i~~' day of
April , 2001.
(/- Register
Darrell Leonard Ulsh
~~-~a~-3
No. 21-01- 354
Estate of KATHRYN E. ULSH ,deceased.
DECREE OF PROBATE & GRANT OF LETTERS 'ADMINISTRATION
C.T.A.
AND NOW, April 5, , 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
April 6, 1987 described therein be admitted to probate and filed of record as the
Last Will of Kathryn E. Ulsh :and Letters of
Administration c.t.a. are hereby granted to Darrell Leonard Ulsh
~2'l~L'• d~ ~_. ~ Q ~ ~~~~~ Nei
~ Register of Wills ''
IR/" C.-'~-cKNIGHT & UGHES
FEES L '~ ,
Probate, Letters, Etc........ $ 70.00 Ro er B in Es wire 06282
Short Certificates(-2- ) .... $ 6.00 ATTO EY Sup. Ct. I.D. No.)
Renunciation(s) ........... $5.00
JCP .................... $ 5.00 60 West Pomfret St., Carlisle, PA 17013
Other Will Pages (-2-) .... $ 6.00 ADDRESS
TOTAL: .... $ 92.00
Filed .APRIL . 5, .2001 ... . .... . . . .. 717-249-2353
PHONE
CALLED ATTORNEY APRIL 5, 2001
21-01-354
RENUNCIATION
In regard to the Estate of Kathryn E. ulsh ,deceased.
To the Register of Wills of Cumberland
The undersigned
children
County, Pennsylvania.
of the above decedent hereby
renounce(s) the right to administer the estate and respectfully ask(s) that Letters ~f
Administration c.t.a. be issued to
Darrell'Leonard Ulsh.
WITNESS our hand(s) this 28th day of March . ?p O1 .
SIGNATURE
41603 Chattman Drive
Novi, MI 48375
ADDRESS
W
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55 Pine Sc ooTU~oad
Gardners, PA 17324
ADDRESS
SIGNATURE
ADDRESS
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Phis is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
l.oa(I 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.
Fee for this certificate, $2.00
P 7247827
No.
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MAR 2 l zaa,
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~~~~ ~t~ ~~~ ~~~~~~Q~~ 21-O1-354
I, KATHRYN E. ULSH, of R. D. #1, Frost Road, Gardners,
Cumberland County, Pennsylvania, declare this instrument to
be my Last Will and Testament, hereby expressly revoking all
Wills and Codicils heretofore made by me.
ONE:. I direct my Executor to pay all of my debts,
funeral and administrative expenses as soon as may be done
conveniently after my decease and to collect all debts owed to me
including money which I have loaned to my children.
TWO: I give, devise and bequeath all of my property of
every nature and wherever situate to my husband, George L. Ulsh,
provided he survives me by sixty (60) days or more.
THREE: If my husband, George L. Ulsh, has predeceased me or
failed to survive me by sixty (60) days or more, I give, devise
and bequeath all of my estate of every nature and wherever
situate to my children, Larry George Ulsh, Sandra Elaine Ulsh,
and Darrell Leonard Ulsh in equal shares, per capita. If any of
my aforementioned children have predeceased me, then I give
devise, and bequeath said predeceased child's share equally to my
surviving children.
FOUR.: I nominate and appoint my husband, George L. Ulsh,
to be the Executor of this my Last Will. If he has predeceased
me or fails to qualify, or ceases to serve as Executor, I
appoint my daughter, Sandra Elaine Ulsh, to serve as Executrix
of this my Last Will.
FINE:. My Executor may, at his discretion, com-
promise claims, borrow money, retain property for such
length of time as he may deem proper; lease and sell
property for such prices, on such terms, at public or
private sales, as he may deem proper; and invest estate
property and income without restriction to legal investments.
SIX :_ No Executor or Executrix acting hereunder, shall
be required to post bond or enter security in this or any juris-
diction.
IN/ W~I,TNESS WHEREOF, I have hereunto set my hand and seal
this (~'%~ day of April, 1987.
/~ _ ....._ _ . ~- , ~.~~~=ur~t ( SEAL )
K HRYN E. ULSH
Signed, sealed, published and declared by Kathryn E.
Ulsh, the above-named Testatrix, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her
presence and in the presence of each other have subscribed
our names as witnesses hereto.
2
ACKNOWLEDGEMENT AND AFFIDAVIT
We, KATHRYN E. ULSH, SHARON L. SCHWALM and KATHLEEN M.
KENNEY, the testatrix and witnesses respectively, whose
names are signed to the foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that
the testatrix signed and executed the instrument as her Last
Will and that she had signed willingly, and that she executed it
as her free and voluntary act for the purpose herein expressed,
and that each of the witnesses, in their presence and hearing of
the testatrix signed the Will as a witness and that to the best
of their knowledge the testatrix was at that time eighteen years
of age or older, of sound mind and under no constraint or undue
influence.
G,
KATHRY E. ULSH
~Gr.Lebt, rX, I~~~~.t~
SHAR~01 L. ~CHWALM
K THLE N M. KEN
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by KATHRYN E.
ULSH, the testatrix, and subscribed and sworn to before me by
SHARON L. SCHWALM and KATHLEEN M. KENNEY, witnesses, this
~,,~ day of Apr i 1, 1987 .
!~'ZI A. PAGRRIS0IY, NOTARY (~IEI iC
CARLISLE BORO, Cl7MBERLRFID COifNTY
MY COMMISSION EXPIRES DEC. 15, 1888
Member, Pennsylvania Association of Notzries
COMMONWEALTH OF PENNSYLVANIA 'j
ss:
COUNTY OF CUMBERLAND 1
Darrell L. Ulsh
being duly sworn according to law, deposes and says that he is the Administrator
of the Estate of Kathryn E. Ulsh
late of __the__ Borough_ of__Carlisle Cumberland County, Pa., deceased and that the
within is an inventory made by Darrell L. Ulsh __ _ the said Administrator
of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death .
Sworn and subscribed before me,
thi J '~da o - u 2001
~- - -~~ - -
(..'I/fin/ "
Darrell L. Ulsh, Administrator
256 Frost Road
Notarial Seal
Jacqueline L. Drawbaugh, Notary Public
Carl+sle Boro, Cumberland County
My Commission Expires Aug. 14, 2003
Date of
Day
Month
Ysar
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949. ,
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Inventory of the real and personal estate of
KATHRYN E. ULSH
deceased
1. Allfirst Financial Center - Checking Account. .
2. Allfirst Financial Center - Certificate of Deposit. .
TOTAL ~
9,010 92
31,061 39
40,072 31
~ /~-~oz~.- ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA ~~1`T013-7558
REY-1547 EX AFP C12-DO)
DATE 07-23-2001
ESTATE OF ULSH KATHRYN E
DATE OF DEATH 03-19-2001
FILE NUMBER 21 01-0354
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ULSH KATHRYN E FILE N0. 21 01-0354 ACN 101 DATE 07-23-2001
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 Fl
7. Transfers (Schedule Gl
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(1) .00
(2) .00
(3) .00
(4) . 00
(5) 40.072.31
(6) .00
(7) .00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this torn with your
tax payment.
40,072.31
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl (9) 2,19 2.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (101_ 13.395.38
11. Total Deductions (111 ) 87 _ ~8
12. Net Value of Tax Return (12) 24,484.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 24, 484.93
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (],5) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 24, 484.93 X 045 . 1 , 101 .82
17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 1 5 - .00
19. Principal Tax Due (lq)- 1 ,101.82
TAX CREDITS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-15-2001 AA496730 55.09 1,046.73
TOTAL TAX CREDIT 1,101.82
8ALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent: KATHRYN E. ULSH
Date of Death: March 19, 2001
Estate No.: 21-01-0354
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on May 18, 2001 .
Name
Address
Sandra E. Ulsh 41603 Chattman Drive Novi MI 48375
Larry G. Ulsh 55 Pine School Road, Gardners, PA 17324
Darrell L. Ulsh 256 Frost Road Gardners PA 17324
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none .
Date: 05/18/01
~ ~-G ~ .
Signature
IRW[N, McKN T & HUGHES
Name Roeer B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
Capacity: Personal Representative
X Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES AA 4 ~ 6 7 3 0 REV-1162 EX (11-96)
DEPT.280601 INHERITANCE AND ESTATE TAX NO.
HARRISBURG, PA 17128-0601
OFFICIAL RECEIPT
RECEIVED FROM:
IRWIN ROGER B ESQ
~t1 4J >='DMF'FtE:T ST
CARL. 15~E , FA s ?t? 13
FOLD HERE
ESTATE INFORMATION:
FILE NUMBER
i -~Ot~ 3 -t~35~+ 'SSN 2Ci9-1 c-`~8~ 1
NAME OF DECEDENT (LAST) (FIRST) (MI)
Uf_SH F~ATWP,'~N E
DATE OF P
AY
ME
NT
ry~y q
i~
9
L
iJ I t wJ ~G'JC- Z
POSTMARK DATE
t~ lpCilt7pn0
COUNTY
CLIt"f~3ERL.AtVD
DATE OF DEATH
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
1 O 1 ~ 1 . ta4~ . 73
FOLD HERE '-'
- '+Y
Y~
t
''Y
- - ?6 i , x:14 b :'~7
TOTAL AMOUNT PAID
-
REMARKS rti~,es~~r~ ~ t rcw l1v ~~~~ i n~=- I RECEIVED BY ,[`i/~ ~s~ ~,,. ~
MAP,Y C .. LEl~
CHE~C:t't# 2 I`,34~3 REU I STE!~, t W ~ L_LrS
SEAL •,,.~"
REGISTER OF WILLS
~ ~ _ ~ -I ~,
(Schedule G or L)
B. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 2 ,192.00
10. Debts of Decedent, Mortgage Liabilities.. & Liens (Schedule I) (10) 13 , 395.38
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests7Sec 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)
OFFICIAL USE ONLY
aEV-1s°° ex ~ (6-°°) REV-1500
SYLVANIA
P INHERITANCE TAX RETURN FILE NUMBER
CO MMONWEALTH OF
ENN
DEPARTMENT OF REVENUE DENT DECEDENT 21-O1-0354
DEPT
280601 RESI
.
HARRISBURG. PA 17128-0601 COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIALI SOCIAL SECURITY NUMBER
E Ulsh Kathr n E. 209-12-5851
C DATE Of DEATH (MM-OD-YEARI DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
E
D
03/19/2001 12/27/1419
REGISTER OF WILLS
E
N (IF APPLICABLE SURVIVING SPOUSE'S NAME(LAST. FIRST. AND MIDDLE INITIAL SOCIAL SECURITY NUMBER
T
X 1. Original Return Z. Supplenrental Return 3. Remainder Return (date of death
prior [012-13-82)
-APB 4. Llmitetl Estate 4a. Future Interest Compromise (tlate of death after 12-12- 82) 5. Federal Estate Tax Return Required
~ P Rj p X 6. Decetlent Died Testate 7. Decetlent Maintainetl a Living Trust 8. Total Number of Safe Deposit Boxes
OR T K (Attach copy of Will) (Attach copy of Trust)
A)
tl
S
9113
~ 11
ES ~ 9. Litigation Proceeds Received ~10. Spousal Poverty Credit . Election to tax an
er
ec.
(
(date of tleath between 12-37-91 and 1-1-96) (Attach Sch O)
THIS.SECTIffN 1lUST 8E COMPLETED. ALL CORRESPONDENCEr& CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
P
0 O 60 West
Ro er B. Irwin Es . Pomfret Street
R p FIRMNAME(IfApplicable) West Pomfret Professional Bldg.
E E
N IRWIN Mc KNIGHT & HUGHES Carlisle , PA 17013
5
T TELEPHONE NUMBER
71 249- 353
1. Real EBtate ($ChedUle A) (1) NDne OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) None
3. Closely Held Corporation, Partnership or (3) None _
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None ~~ -.
R 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (5) 40 , 072.31
E
C (Schedule E)
A 6. Jointly Gwned Property (Schedule F) (6) None -
P
I
~ Separate Billing Requested
T 7. Inter-Vivos Transfers ffi Miscellaneous Nan-Probate Property (7) None
L
A
T
I
O
N
C
O
M
T ~
X p
T
I
O
N
c
(8) 40 , 072.31
(1,) 1s.sa7.3a
(1z) 24,484.93
(13)
24.484.93
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2) X .0 0
18. Amount of line 14 taxable at lineal rate 24 , 484.93 X .0 45
17. Amount of Line 14 taxable at sibling rate X .12
18. Amount of Line 14 taxable at collateral rate X .15
19. Tax Due _.
(15) 0.00
(ts) 1,101.82
(77) 0.00
(18) 0.00
(79) 1,101.82
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-001
Decedent's Complete Address
STREET ADDRESS
256 Frost Road
CITY STATE ZIP
Gardners PA 17324
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B, Prior Payments
C. Discount
3. InteresUPenalry if applicable
D. Interest
E. Penalty
Total InteresUPenalty (D + E) (3)
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 (4)
5. If Line 1 + Line 3 is greater than Line iZ. enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 6A. This is the BALANCE DUE. (SB)
Make Cheek Payable to: REGISTER OF WILLS, AGENT
55.09
(1)
Total Credits (A + B + C) (2)
1,101.82
09
0.00
0.00
1,046.73
0.00
1.046.73
r~ecist arvswtti rHe FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; X
b. retain the right to designate who shall use the property transferred or its income; . X
c. retain a reversionary interest; or . . . }{
d. receive the promise for life of either payments, benefits or care? X
2. If death occurred otter December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . ^ ^
3. Ditl decedent own an "in trust for" or payable upon death bank account or security at his
or her death? ^ ^
4. Ditl decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? ^ ^
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,) tledare that I have examined this return, indutling 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.
SIGNATURE OF PERSON RESPONSIBLE FOR FI LING RETURN Darrell L. Ulsh DATE
~p / 256 Frost Road
- --- ----- - ----- --- ---- ----- ------ - --
~
~
/ / /
C
5
1
~
~
Gardners, PA 17324 ~
o 1
1
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE IRWIN MCKNIGIIT Fx HUGHES DATE
60 West Pomfret Street
%~ 3
c~
----- ------ --------------------- -- ~
G~r~ ar
,
-
Carlisle, PA 17013
For dates of dead o~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)].
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. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from [ax, and the Statutory requirements for disclosure of assets
and filing a tax return ate 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.S. 9116 (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.S. 9116(1.2)
(72 P.S. 9116(a)(1 )].
The tax rate imposed on the net value of transfers to or for [he use of the decedent's siblings is 12 % [72 P.S. 9116(a)(1.3)]. A sibling is defined, under
Section 9702, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
Copyright (c) 2000 form software only T he Lackner Group, Inc. Form REV-i 500 Ex (Rev. 6-00)
REV -1508 EX ~ (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Kathryn E. Ulsh SS~~ 209-12-5851 03/19/2001 21-O1-0354
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.
ur more space Is neetletl, Insert additional sheets of the same size)
Copyright (cJ 1996 form software only CPSys[ems, Inc. Form REV-~ $Q8 EX (Rev. 1-97)
REV-1511 ~X . (1-97)
SCHEDULE H
FUNERAL EXPENSES 8
ADMINISTRATIVE COSTS
Kathryn E Ulsh SS~~ 209-12-5851 03/19/2001 21-O1-0354
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney's Fees IRWIN McKNIGHT & HUGHES 2,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's.. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 92.00
5. I Accountants Fees
6. ~ Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal - estate notice publication 75.00
2 Register of Wi11s - filing fee 25.00
TOTAL (Also enter on line 9, Recapitulation) I$ 2 ,192.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form {a£N-1511 £X (Rev. 1-97)
REV-1512 Ey. ~ (1-97)
SCHEDULEI
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
IN RESIDENT OECEDEN TN MORTGAGE LIABILITIES, AND LIENS
Kathryn E Ulsh SSIk 209-12-5851 03/19/2001 _ 21-O1-0354
Include unreimbursed medical expenses.
(If more space is needed. insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems. Inc. Farm REV-1572 EX (Rev. 1-97j
REV -1513 EX . t9-001
Karhrvn F._ Ulsh SSdf 209-12-5851
SCHEDULE)
BEPIEFICIARIES
03/19/2001
21-O1-0354
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS[inclutle outright spousal distributions. and
transfers under Sec. 9116(a)(1.2)]
1 Darrell L. Ulsh Son 1/3 remainder
256 Frost Road
Gardners, PA 17324
2 Larry G. Ulsh Son 1/3 remainder
55 Pine School Road
Gardners, PA 17324
3 Sandra Elaine U1sh Daughter 1/3 remainder
41603 Chattman Drive
Novi, MI 48375
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE. ON R EV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additwnal sheets of the same sizes
Copyright (c~ 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-o0i
+~~~~ CSI ~n~ C ~~~~nt~nt
I, KATHRYN E. ULSH, of R. D. NI, Frost Road, Gardners,
Cumberland County, Pennsylvania, declare this instrument to
be my Last Will and Testament, hereby expressly revoking all
Wills and Codicils heretofore made by me.
ONE:. I direct my Executor to pay all of my debts,
funeral and administrative expenses as soon as may be done
conveniently after my decease and to collect all debts owed to me
including money which I have loaned to my children.
TWO: I give, devise and bequeath all of my property of
every nature and wherever situate to my husband, George L. Ulsh,
provided he survives me by sixty (60) days or more.
THREE: If my husband, George L. Ulsh, has predeceased me or
failed to survive me by sixty (60) days or more, I give, devise
and bequeath all of my estate of every nature and wherever
situate to my children, Larry George Ulsh, Sandra Elaine Ulsh,
and Darrell Leonard Ulsh in equal shares, per capita. If any of
my aforementioned children have predeceased me, then I give
devise, and bequeath said predeceased child's share equally to my
surviving children.
FOUR: I nominate and appoint my husband, George L. Ulsh,
to be the Executor of this my Last Will. If he has predeceased
me or fails to qualify, or ceases to serve as Executor, I
appoint my daughter, Sandra Elaine Ulsh, to serve as Executrix
of this my Last Will.
FIVE: My Executor may, at his discretion, com-
promise claims, borrow money, retain property for such
length of time as he may deem proper; lease and sell
property for such prices, on such terms, at public or
private sales, as he may deem proper; and invest estate
property and income without restriction to legal investments.
SIX: No Executor or Executrix acting hereunder, shall
be required to post bond or enter security in this or any juris-
diction.
ItJ WITNESS WHEREOF, I have hereunto set my hand and seal
this ~~ day of April, 1987.
/~~ `-" C"'""'~' (SEAL)
K HRYN E. ULSH
Signed, sealed, published and declared by Kathryn E.
Ulsh, the above-named Testatrix, as and for her Last Will and
Testament, in the presence of us, who, at her request, in her
presence and in the presence of each other have subscribed
our names as witnesses hereto.
2
ACKNOWLEDGEMENT AND AFFIDAVIT
We, KATHRYN E. ULSH, SHARON L. SCHWA LM and KATHLEEN M.
KENNEY, the testatrix and witnesses respectively, whose
names are signed to the foregoing instrument, being first
duly sworn, do hereby declare to the undersigned authority that
the testatrix signed and executed the instrument as her Last
Will and that she had signed willingly, and that she executed it
as her free and voluntary act for the purpose herein expressed,
and that each of the witnesses, in their presence and hearing of
the testatrix signed the Will as a witness and that to the best
of their knowledge the testatrix was at that time eighteen years
of age or older, of sound mind and under no constraint or undue
influence.
~~~~~
KATHRYP E. ULSH
`jI ~ ;`\ SH RO'`//~/ L. CHWALM
KTTHLE N M. KEN
COMMONWEALTH DF PENNSYLVANIA :
ss.
COUNTY OF CUM6ERLAND
Subscribed, sworn to and acknowledged before me by KATHRYN E.
ULSN, the testatrix, and subscribed and sworn to before me by
SHARON L. SCHWALM and KATHLEEN M. KENNEY, witnesses, this
b~ day of April, 1987.
~}~t"1U11111Aa~n
5721 A. !dORR1Sm1, NOTd"Y PUCI.C
CARLISLE BOkO, CUMSEHLAi:D COUitTY
MY COMMISSION EXPIRES DEC. 15, 1538
Mnm6er. Pennsylvania Association of Notzries
allfirst
April 11, 2001
:\Ilfirs[ Pin~ncial Ccntcr N.:\.
F?O. Bos UOU
., i ..,
Law Offices ~'~;~ ~h ~Q~a
Irwin McKnight & Hughes
West Pomfret Professional BuIlding
60 West Pomfret Street ~"IEi~~i ~^ f''~` ~~' c #~ ''r`
Cazlisle, PA 17013-3222 '~~""~\'' "'~" "IOIi'; a I~~~ih
12E: Estate of Kathryn E. ITlsh
Date of Death: March 19, 2001
Social Security Number: 209-12-5851
Dear Mr. Irwin:
In response to your request, please be advised that at the time of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Type ...................... ..... Checking Account
Account Number ................. ..... 0086862758
Ownership (Names off .......... .... Kathryn E. Ulsh
Opening Date ...................... .....08/28/64
Balance on Date of Death.... .....$9,010.92
Accrued Interest $ 0.00
Total .................................. ..... $9 , 010.9 2
2. Account Type ...................... ..... Certificate of Deposit
Account Number .................. ..... 87008140260061
Ownersidp (Names off .......... .... Kathryn E. Ulsh
Opening Date ...................... .....OS/ 10/96
Balance on Date of Death.... .....$30,897.34
Accreted Interest $ 164 OS
To t a( .................................. ..... $ 31, 061.39
• Page 2
April 11, 2001
This letter does not include any accounts in which the deceased may have been listed as power o(attomey,
custodian of uniform transfers, representative payee, or trustee under a written trust agreement.
For any additional information on these accounts, please contact our branch at:
812 '/~ West High Street
Carlisle, PA 17013
Phone: (717) 240-6717
Sincerely,
~%
~v /
Charlene Warrington, Assistant III
(302) 934-2722