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HomeMy WebLinkAbout01-0382 .~ PETITION FOR PROBATE and GRANT OF LETTERS Estate of Pl/l/Jv ~ Mile! No. ~- QJ - 03g a also known as I To: Register of Wills for the Deceased. County of in the Social Security No. I '1) - 40 - '7 ~ '1/ 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 executC)1? in the last will of the above decedent, dated 4C4:jL(tN/ and codicil(s) dated c5'-lp r-( /h./"'-n J 'i ,) <{ 7R ,)... named ,19~ (state relevant circumstances, e.g. renunciation, death of execUtor, etc.) Decendent was domiciled at death in h elZ. last family or principal residence at (' ~j::!::~,j' countYiennSYIVania. with f y ;J /} ~ ~I"\ Re)/Q.(. p // I '.J 1F~rJ- f'n.n.J.!>O~o JOt.vJV....fnvh (list street, numbe~ and muncipality) ,. 4P1" j I cr , -t9, :J Oc ( , ears of a~e, died at . -J'" I 1;; { Except as folIo s, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: -- ~7~ (; G v $ $ $ $ . .....~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codici1(s) presented herewith and the grant of letters (testamentary; administration c.La.; administration d.b.n.c.t.a.) theron. - ~ 8 c: U "0- .U;~ U'- ClI:U c: -g.g cd .': _u ~t ~o 1U c: tIC) en Jchrl ~: kelley ) ~ ;> {ARn L S~~'t 7' . Nav (!.J.LHI,~Ml4'~f' r~ j 7)70 rkLA-:~ # OATH OF'PERSONAL REPRESENTATIVE COMMONWEALT~ OF-,PE~NSY~VANIA } S8 COUNTY OF C.:).\Yh") l:1""LA/~ i,) . /' 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 represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed __and subscribed ~; ~ /2 2d/fA '" bef~)fe me this l~" I H- day f ~ ~ ~ ~. A +) R Il .' C--,'- 1).. -C I)' a . - 1" I '-J ~, s:: y(,v'\ "1'" j( ". ~ "-- '. ; / '\ RegISter ~ ~ }U L2-4-2- No. ~/-OJ-OJf{a Estate of lV\ j~ '1 (1 I~LL [:\.1 , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW /1 M EZI L rl-DO, 'in consideration of the petitlDn on the reverse side hereof, satisfactory proof having been presented before me, -; IT IS DECREED that the instrument(s) dated L\ llLl U 0 T i ~. i q (7 4 t+.- S Lf r I ~ I I q /7 %' described therein be admitted to probate and filed of record as the last will of /')") A RY (.1 . KE-LLf-=~ and Letters T'E.,S T A Y\: \E- N r A R'-j are hereby granted to \..Ie) H N (:1 K E: L_Lf::"-/ ,....- ---", . {\ -\ -Yvlu/Uf ~ ~i~~V iY(I}UL~~f' I __~ Register of Wills ' FEES Probate, Letters, Etc. ......... $ 1./70. (i () Short--Certificates( ).......... $ QI, LJCJ ~- .yu~.' (I.:' n {." IhR1Hl\,'atlon ................ $ -J __ I ) C"c'j)l elL r, $ {C 5[; TOTA~lY $ 6,0(-- Filed ~.I.lr...C.l................ ~(:.9C\ fV\A I LIj) 'To E^-[f Lm~; ~ . A TIORNEY (Sup. Ct. 1.0. No.) ADDRESS PHONE 'Chi:; is to certify that the information here given is correctly copied from an original certificate of death duly tiled with me as L~cal Repistrar.' The original certif1qte ,will be forwarded.w the State Vital. .Records Offlce for permanenr fwing. ~ WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~;;;;;;,-;;>:--.. 4't'~.'..1-1\\\ OF p;~;~_ ;j1,~\,.'('/~CI(4t - Il~~;:/ . '. "<:0----- ~! ~~I ."-i' .~~ ~~,( - ~~,. 'I:~~ ~S\.ft~.I~~ ... \' . --, . - \ '%. * 'f..'.' _.~. '; *,$ ~~~. /~l ~ ~,,/~\\ --~'.,.',,',fli,-EN1.\\~~~lll .......,...., ,.,. ""/,,/,,,,"11~ ?j~n~" ;(rr(.~t4, .I9t1 Lou] RegIstrar Fee for rhis certiflcare, $2.00 P 7234623 () tu1 g-I .J-oo ( Dare Hl05.14JAav 2187 COMMONWEALTH OF PENNSYlVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH TYPEiPRINT IN PER.....NENT BLACK INK ~ 8 :rl Q ~ ~ <( Z sex a. f&:mAL-E DATE OF DEATH ,Mcnlll. Da,. "'1/ 4. n to r ,I S- J..~' () I BIflTHPu.ct; (Cory aAd Stale or FOIe.gtl COlJrll.y) ~=,tyl D 17b. COun Old -".-111 IMI in. IOw"s!\ip 1 MAAITAl SWUS . Uorr...! ~_ UO"Oocl. Widow-.l. OI_,*, ($P8Clly) !/V1'Dow EAS. RACE . Arnttncatl Indoan, ilIadl, WhIle. Me (Specotyl 10. t1J1f I , E SURVIVING SPOUSE !II WIfe. g..... m.a.den name. IWp CIIy"""" 7D70 DATE OF DISPOSITION (MOllln. Day. _I o 21b ,q l~iL Ll JODI RVlfE ~~~ OR PERSON ACTING AS SUCH LICENSE NUMBER W~...L 22b. DI?.1 '2 -;;L L Com~l. II 23a-c only certlfymg 10 "'" _ 01 my knowledge, aeatll occurred alln. 11m., elate al\<l ptace ..ated pn~)an IS not availabkf at lima of death 10 (Signalllfe and Tille) . cenlfy causa of dealn 1"11 /701 a~, TIME OF DEATH _ DATE PRONOUNCED DEAD (Monln. Day, Year) 24,' '6~ ... as, ;l-jJnl Fj.2 001 27. PilAT I: Ent... the 6iseases. W\)uries or cofflpHcahons whtch ~uHd the dealh. Do nol enter the mOde 01 dying, such as cardiac Of respiratory arrest. shock or htlact tallur. LiSt onty one cause on each line ~~ , ~SCQUENCEQf): No@ 21. I Approximate : interval betwHn I onset and death I l PART II: OSher stgnitlcanl COI"ldAiona (;OO(r1buting 10 dUm, buI no".auIliniinlM ~_gN~in PART \ I : DUE 10 (OR 1\5 1\ CONSEQUENCE OF) WERE AUlOPSY FINDINGS A"'ILABlE PRlOA 10 COMPLETION OF CAUSE OF DEATH1 MANNER OF DEATH DATE OF INJURY {Moom. Day. 'tear) TIME OF INJURY INJURY I'J WORK1 DESCRIBE HOW INJURY OCCURRED, Natural ~ o Homicide PendIng In~esl19alion o [] o ;~CE OF INJURY. 1\. horn.. la'm~=;.." factory, ollie. b\.li\di~. ,"c_ \SpocI1y} 30.. v.. 0 NoD l:2il~ 3Ge, Ye. D NoD SuICide Could nol be detennlOOO a... 28b. CUlTIfIER IC~ack ani. onel .CER1IFYI~ PHYSICIAN Whys.c~n cerlltYlng cause of doaOllh wner .another ptl""~lan has plOOOUOCed .Jt:!dlh dnu COl'llph:leu ITem 2Jl To Ihtl bt-ato' my knowledoe. .Ith occurred due.., rhe cauae(s) and mannAr.. alaled. . 2i. .PRONOUNClNG AND CERTifYING PHYSICIAN tPhySIClan bolh ~OOOtJnclng tJealh alld CeftttylClg to ~.1I..I'.ie of dedtt,\ To the twet 0' my knowledi', death occ::urred It the lime. date, ,and pfac..,and due 10 the c::ause(.) and menner... .I..ted.. "MEDICAL EXAMINER/CORONER <;'~~~:~:~:t::::.~~~~auon and/or Investlgation. In my opinion, death ~~~~~~~ ~~ ~~~ ~'m., date. and place, .nd dl.lelo Ihe c.~se(.) and 0 31.. AJ.J.;. // / -, . ' LAST WILL AND TESTAMENT OF MARY G. KELLEY I, MARY G. KELLEY, residing at 803 Conodoquinet Drive, Camp Hill, Cumberland County, Pennsylvania, hereby make and publish my Last Will and Testament: FIRST: I give my entire estate, real, personal and mixed, to my issue, per stirpes. SECOND: I name The Commonwealth National Bank, 16 South Market Square, Harrisburg, Dauphin County, Pennsylvania, as my Executor, and direct that it serve without bond in any jurisdiction in which called upon to act. THIRD: Any share of my estate, income or principal, which becomes distributable to a minor shall be held in trust by The Commonwealth National Bank, hereinafter referred to as Trustee, during minority. My Trustee shall apply such amounts of income and principal as it, in its sole discretion, deems proper for the support, education and welfare of such minor, and shall accumulate any unexpended balance of income. Such amounts may be applied directly or may be paid to the person with whom such minor resides or who has the care and control of such minor, without the intervention of a guardian. My Trustee shall not be obliged to supervise or inquire into the application of such amounts by such person, and the receipt of such person shall be a complete release of my Trustee. Should the share of a minor, in the sole opinion of my Trustee, be or become too small to warrant continuing such fund in trust, or should its administration be or become impractical for any other reason, my Trustee, in its sole discretion, may pay such share, absolutely, to the parent or other person maintaining said minor, Ih/frj /f" A: / p. '_ \.-.c C. {L~ 1 I . , . or may deposit such share in the minor's name in a savings account in a savings institution of its choosing, payable to the minor at majority. FOURTH: If any beneficiary shall, in the sole opinion of my Trustee, become mentally or physically incapacitated, my Trustee shall apply such beneficiary.s share, either principal or income, for the support and welfare of such beneficiary directly, without the inter- vention of any guardian. FIFTH: I give to any Executor, Executrix or Executors and to any Trustee or Trustees, named in this Will, or any Codicil hereto, hereinafter referred to in the singular neuter gender, the following powers during the administration and until the completion of the dis- tribution of my estate, and until the termination of all trusts created hereunder and until the completion of the distribution of the assets of such trusts, in addition to, and not in limitation of, any authority given it by law or by other provisions hereof: (a) To retain any property of any kind of which I may die possessed, and to invest and reinvest any such property; (b) To invest and reinvest in such stocks, bonds or other property, either real or personal, including any common or diversified trust funds maintained by corporate fiduciaries, as it, in its sole discretion may deem wise, without being limited to what are known as "legal investments" and without responsibility for diversification; and to deposit and maintain, in its sole discretion, funds in such amounts as it deems proper in banks of its choice, including the keeping of reasonable amounts of cash in banks uninvested; (c) To exercise any options to subscribe for stocks, bonds or other investments; to vote, in person or by proxy, securities held by it and in such connection to delegate its discretionary powers; to join in any plan of lease, mortgage, merger, consolidation, exchange, I"" , 1/7 /(/((j/ /,~ I 'i i-llt;; -2- reorganization, foreclosure or voting trust and deposit securities thereunder of any corporation in which my estate and trusts may hold stocks, bonds or other securities; and generally to exercise all the rights of security holders of any corporation; (d) To sell, transfer, convey, mortgage, pledge, grant options for sales or exchanges, lease for any period of time or ex- change any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, at either public or private sale, for such prices, either in cash or for credit, and upon such terms as it, in its sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof, without any liability on the part of the purchaser or purchasers, or anyone else dealing with it with respect to my said property, to see to the proper application of the purchase money or proceeds; (e) To renew notes or debts of mine, and to borrow sums of money from any person, including any fiduciary, giving such security therefor, including a pledge or mortgage, as it, in its sole discretion, may deem to be for the best interests of my said estate and trusts; (f) To make settlements and to compromise claims, by or against my estate or trusts, including without limitation, any questions relating to taxes or to any policy of life insurance, on such terms as it, in its sole discretion, may deem wise without the necessity of obtaining any court approval thereof; (g) To make distribution hereunder either in cash or in kind, or partly in each, as it, in its sole discretion, deems wise; (h) In its discretion, to amortize from income premiums paid for investments which are call~ble, or have a fixed maturity; /}7 /./'1 I L4 f jf (I J // & " . / ( 1<) -3- '". ~ funeral. (i) To pay from my estate the expenses of my last illness and WHEREOF, I have set my hand and seal on this my /:'. /I.. day of !2{Lt fUr , 1974. It /c~{~'7 IN WITNESS Last Will and Testament this SIGNED, SEALED, PUBLISHED and) DECLARED by Mary G. Kelley, ) as and for her Last Will and ) Testament, on the day and year) last above written, in the ) presence of us, who, at her ) request, in her presence, and) in the presence of each other,) all being present at the same ) time, have hereunto subscribed) our names as witnesses: ) ) ) ) ) ) ) Ll~ L.~ ~ ) (~~ /)}c;At-) L~1/) /'" f In / L-.t'fL/ MARY G. KELLEJ -4- (SEAL) ~ _It . -.-I .. CODICIL I, MARY G. KELLEY, residing at 209 Hallmark North, Briarcrest, Village of Hershey, Dauphin County, Pennsylvania, declare this to be the sole Codicil to my Last will and Testament dated August 12, 1974. 1. I revoke Item SECOND of my Last Will and Testament in its entirety, and substitute in its place the following: SECOND: I name my son, John G. Kelley, of Harrisburg, Dauphin County, Pennsylvania, as my Executor, and direct that he shall serve without bond in any jurisdiction in which called upon to act. 2. In all other respects, I hereby ratify, confirm and republish my Last Will and Testament dated August 12, 1974, together with this sole Codicil, as and for my Last Will and Testament. IN WITNESS WHEREOF, I have set my hand and seal hereto this I"~ day of ~. , 1978. ~Eyl; ~I ( SEAL) MARY SIGNED, SEALED, PUBLISHED, and) DECLARED by Mary G. Kelley, as) and for the sole Codicil to ) her Last Will and Testament ) dated August 12, 1974, in the) presence of us, who, at her ) request, in her presence, and ) in the presence of each other,) all being present at the same ) time, have hereunto subscribed) our names as witnesses: ) ) J.4 L...~ i , // ) (MtJ(~l ) ) ) ) IuJ~ cf tUu~"-vV 4-- "",.. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF oIl~ (/'~. '. ) SS. I, Mary G. Kelley, the Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~b&4, Mary G. K ley Sworn or affirmed to and acknowledged before me by Mary G. Kelley, the /il~ 7' day of , 1978. ~~. t2-~~~ Nota Public My Commission Expires: h/~,11~LJ ... ~ .,. AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF :J:> rI c...) P /-1;, /V SS. WE, , e"..eL.E<. ~6EP/111L1 ;r: and ~~A/Y'';L~ , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; 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 eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. )tlt~ L,. ~ C~uk~~ INLt-~ qY ~/LnZ1~ Sworn or affirmed to and subscribed to before me by ,~~fd~ , Ok~. ~\ and ( ~c-=' :;u / -----J, this /~ !?" day of ~ '_ 1978. -~ aa... ~,{ -I NOtar~ublic - My Commission Expires: 97/CJ)/9Po G CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: l}1naj AtR/1 (;. )(dkv . I S' I :2 00 I Date of Death: Will No. ~OOI - oo?J8:L 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 ~ I II, ;) i) " , : Name f 19"" l.{/J J" 1, V) ~, /J?/C},AQ,( F/Jtt~Jq'j d k <--'Ie.; )( Yelle; Address ~ B(;~ 6'10 Si.t~ Vt?//ey ) U4~i) 133fS3 .2.. III /9bt kl1~ tktlle. CIt.evy (/'/lS'-e PI/) ;2o'?/fJ ,:).~~ ItA4 //(fI1 rLAce &TJ,~~ I II; 1 tfb) 7 J ~ .J- 'f HAJR cI w~tI &11~ /l7 c/ fW,-V __ V)9 ::2;til>( J:L{ CA/JI? (J77z~t JVew cJur,~~1fI J~7l) ';;0 3 ~)Q J~~ $ 1t).2- .IJ'kd/P11aJ'J~y I'~ / )o6'r'" /7JM.'1 IlJM/htte-T Ti C(~-ey P~Y?elCJ/I} /Y/JJ1e f C",J"J d."C1'" PAIA~f/,). I'JJMu:! J(L..u"tt ~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: CT~L1 .2.2~ ~~O, ~4.~ ~ Signature Name (fohN t. _kelf~ J ~i CArl/) ( J' rrR~1- New Cvh1~blJJf~I, 1'/1 ) 7f)7P Address Telephone ()I'1) 7 "7 If .... t t 1)1' Capacity: ~ Personal Representative _Counsel for personal representative - _._~--" ~ ....;..;;;.~...~..~ ==--=~:=:.:;...:::.:.:-=:;-.:.::::~=-.::.~=.~~-~--=::-:=.:.::.:...:.:::.:.::: -..: =::-:=~-=--=-:=-..:= =--~--: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG. PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 496694 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT .:;- (J~. ~ :'"J lJ ~~ [:., ~. L.~ E~ "y' 1 i",~ :~l 1. (.'~ 1 ,,:~ :~~ r::~ . (~(,f i C='.~ C~ t-.;:{ [1 ~.,_ ~. -r t~ f~, : "f f ~J ~.~ l.~~ C~ !'.J f~; Ef f:~ F~ L~ C'. h~ [). Fl ~-:\ 1 ~:_l () -7 t) FOLD HERE FOLD HERE - ESTATE INFORMATION: FILE NUMBER ::.: '1 ~._,==1()(} 1 "".()382 :;:.' ';::. "J 1 C' 1. .. 4 (.- "7 8 L~ 1 NAME OF DECEDENT (LAST) (FIRST) (MI) t/'Lt._LE:\{ J'~~{~f~\( C.- DATE OF PAYMENT ...:." <~t ~j/ c:,' I.} '...' 1 . ' " i; / POSTMARK DATE REMARKS .fC;Hi"! G !>j~LLCV RECEIVED BY f' .. ":. ,l- i> , -r? 1 2', b~:..~~ . ("I) . - "". . >: t' H . ~ ~~. 1t","J C~l !,_~'t COUNTY C. !J ~~ B t~ ~~: L. i-::$ hJ C~ TOTAL AMOUNT PAID DATE OF DEATH :.,. .:..)5 /2CJ(-1 ~~ {"4 ;:~;' 'r' PO ,I '~1"'.~ j . . -.. :..;...," /" .--...., ~C. /.' i , ..} .. / j / / ,... .., T. .. c- ,.} /6/..2.. ,jI"....~.'" PA. / _.-' ~'J ALL,:.:, /~..,,-.r t/'frv"c/'- . / (' .'/' 'i .J... '. "'- , , ~ -,.,../\; /./ -:::-- ~/\.",/ tll "-, -. ," .~'>" C t-~ L c: F # \ I j:.', SEAL REGISTER OF WILLS 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 JOHN G KELLEY 1 21 CAROL STREET NEW CUMBERLAND, PA 17070 ____un fold ESTATE INFORMATION: SSN: 1 91-40- 7 841 FILE NUMBER: 21 - 2001 - 0382 DECEDENT NAME: KELLEY MARY G DA TE OF PAYMENT: 1 2/ 1 8/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/05/2001 NO. CD 000651 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $566.00 I I I I I I I I TOTAL AMOUNT PAID: $566.00 REMARKS: JOHN G KELLEY CHECK#130 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS )/~-,::;;~)y- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG I PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ReC'o' DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-11-2002 KELLEY 04-05-2001 21 01-0382 CUMBERLAND 101 .02 fEB 19 ,.!', Q .,18 "u .~ } JOHN G KELLEY 121 CAROL ST NEW CUMBERLAND *' REV-1547 EX AFP (12-001 MARY G P A (l:7111 0 GUlntA Allount Rellitted 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 :iS4-j-ix-iFP--fi'2:otjr-NC)fici--oF-"ftiliiifiTAifcE-YA)rAPPRA-isiifENT-,--iLL"owANcE-Cri----------- - -- - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KELLEY MARY G FILE NO. 21 01-0382 ACN 101 DATE 02-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED If an assessment was issued previously, lines 14, IS 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 (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 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) 120,140.00 1761764.00 .00 .00 23,140.00 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 7,463.00 .00 (11) (12) (13) (14) NOTE: .00 X 00 = 312,581.00 X 045= .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 320,044.00 7.463 nn 312,581.00 .00 312,581.00 (19)= .00 14,066.14 .00 .00 14,066.14 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-08-2001 AA496694 675.00 12,825.00 12-18-2001 CDOO0651 .00 566.00 TOTAL TAX CREDIT 14,066.00 BALANCE OF TAX DUE .14 INTEREST AND PEN. .00 TOTAL DUE .14 . 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.) STATUS REPORT UNDER RULE 6.12 I C o~ Date of Death: IJJ nl?V / /1fJ~J / r;: J( elle,! ~r:) ,2 ~{) / Name of Decedent: Will No.: :J.ot?J" 00?J8 ^ Admin. No.: 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 0' 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 0 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? Yes ~ 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 and may be attached to this report. Date: .a.L. /.2 7~ S~ture 'J0411 tP Klle-v Name / /~/ CA~(;/ J'7:rJ; Mew Cw"!eet,,,.;./7o 70 Address "7/7- 77'f~tr;oK / wit "7rrPJ>.2()... Telephone No. I Capacity: 0' Personal Representative o Counsel for personal representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 ,. Phone: (717) 240-6345 Date: 3/10/2003 JOHN G KELLEY 121 CAROL STREET NEW CUMBERLAND, PA 17070 RE: Estate of KELLEY MARY G File Number: 2001-00382 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 4/05/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~~ DEPUTY REGISTER OF WILLS cc: ./File Counsel Judge R[V1500EXI6)OI' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I- :z w o w (.) w o "' ..., ~~(I) ..,"'''' w"'U ",00 ..,,,,~ ...m ... '" DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Ke..lJt /1l~/<? ;. DATE OF DEATH (MM- D-YEAR) DATE OF BIRTH (MM-DD-YEAR) /1f'IV/L ,~ :2tJO I J'ql+:'I?J/,e'1 1;)/ /'j/y (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDlE INITIAL) NJ<1 C!11. Original Return o 4. Limited Estate ~ 6. Decedent Died Testate (Mach copy of VViIl) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date o/death after 12.12-82) o 7. Decedent Mainlained a Living Trust (Attach copy ofTrusl) o 10. Spousal Poverty Credit (date ofdeath between 12-W:l1 aM 1-H\5\ OFFiCIAL USE ONLY I (p - ~d.4~ .Q; v FILE NUMBER QLL-DL COUNTY CODE YEAR DO Q?{ d-- NUMBER SOCIAL SECURITY NUMBER J9/-'-fD 7J'1..J/ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER ,OF WILLS SOCIAL SECURITY NUMBER 1\;11 o 3. Remainder R.eturn (dale of death prior to 12-13.82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Electioo to tax under Sec. 9113(A} (AUochSchO) !ti""'7.l";'''' =J"'="";'fY'''''W '~1,;"~~-i"'"~"'<""'--~-"'-'l""""'''''""?''''"''''~~~~1~''~ ~1""~''{''~ """"F".p~'~- r""?'1"irT~''''''''''..::o-~:?''H-~~ :x=''''' f~lL*:i:l~ ~[~).\!% ',HF1; ~ :1<<' 5'1,~' 1 :~t.' d> f _ . ~c "1" ~ 1....>l~.~i;;(~ -.>1lJn.1 ~j-:' l'):::<r"IL!~ff""_& I, :;:;1:,::!,'f; ~, \"t~'"l '" < '. !...."'~ \ r,'~ ~ '~~>~~(.;': ,.~Ji '1~, ;o:~ :C':~Ji~J:::\G'H;rt::, Htlol'! ......~-x~~""'~~~ ~""~!...~ """,,,-_ = _".....,o."h'5~',,""".'~... ~=~""",._~ ......~.,_=~ _~__.,..~-",~~.. )2,'", ~~~-W.:A.~.. ""~;\,"'-~_"'r-~<~~~~ ."",<Ji;;: ..- Z w o z o ... '" w ~ o .., NAME Jt>~N ?: J<:e./le 121 Ne.-w COMPLETE MAILING ADDRESS C~ful J'YR-ee.-t- Cum ben./Nnl. fl9 x.o_ (15) x ,0 'is: (16) 1'-1 /JIb x .12 (17) x .15 (lB) (19) FIRM NAME (If Applicabie) ,TELEPHONE NUMBER Ii... 717-77y-(;oolf w~-tY- 717 - 7'1~' fJ.b.J.. /7tJ7tJ ",",,;'-", ONLY 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) i;)C!, /YO iff" "'}6 Y , ;;;; !: ~~ ~ co ('..0 ")'1 "'" "I.' :z o !4: ...I ::> l- ii: < (.) w a: 3. Closely Held Corporation, Partnership Of Sole-Proprietorship 4. Mortgages & Notes Receiliable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule f) o Separate Billing Requested 7. InterNivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (7) (B) 3)0 O'fY 73. NO (6) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent Mortgage Liabilities, & Liens (Schedule 1) 11. Total Deductions (total Lines 9 & 10) (9) (10) / '-!{,] , Ill) (12) (13) /, "163 a I;). ~gl " o 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax 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 z o !4: I- ::> a.. ::i: o (,) >< ~ 15. Amount of Line 14 taxable at the spousal tax rale, or transfers under Sec. 9116 (a)(1.2) 16. Amount of line 14 taxable at lineal rate 3 J~, S~I . I . (14) 31;), f;N 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 CITY ~ Mil Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditsJPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) /'2. ,r;u- t, 7~ Total Credits (A + B + C ) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty o TotallnteresUPenalty ( 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) ZIP /7011 Pi. ()6' 6 /3, 060 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) S7:~' A. Enter the interest on the tax due. (SA) (5B) ., Ub,O<- B. Enter the total of Line 5 + SA. This is the BALANCE DUE. 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: 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? ........................................ ............................ ................ Ves ............................0 .....................0 ............0 o o .............0 ..........0 [l;J IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. No 00 ~ ~ ~ KJ ~ 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 pre parer olher than the personal representative is based on all information of which preparer has any knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN aL ..4 CZ// ADDRESS F <7' J.;L{ C'9'f.IJ( J'rk~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE / .2../t,p )..10' ( /4 I/()/o /l/ev ~,6~ /~,,/ ADDRESS DATE _urn H3i:lT 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) (ill. 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 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 stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenl'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 decedenl's siblings is 12% [72 P.S. 99116(a)(I.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. REV-1500EX(6-0ol w ,.., ::.t::!!;CI) 0"'''' W"O ",00 0"'-' ..'" .. " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN RESIDENT DECEDENT I- Z W C W U W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REV-1500 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) '- . OFFICIAL USE ONLY FILE NUMBER COUNTY CODE NUMBER (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) D 1. Original Return D 4. Limited Estate D 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise {date of death after 12-12.82) D 7. Decedent Maintained a Living Trust (AttachcopyofTrusl) D 10. Spousal Poverty Credit (date o/dealh between 12-31-91 and 1-1-95) YEAR SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) >-- Z W o Z o .. '" w '" '" o o NAME FIRM NAME (If Applicable) TELEPHONE NUMBER COMPLETE MAILING ADDRESS (1) (2) (3) (4) (5) (6) (7) (B) (9) (10) 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) OFFICIAL USE ONLY (11) (12) (13) (14) (19) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) z o < ...l :J l- ii: <l: u w D:: 3. Closely Held Corporation, Partnership or Sole-Proprietorship 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) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !cc I- :J Il.. :iE o U ~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 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 '.0_ (15) ,_0_ (16) , .12 (17) , .15 (1B) CHECK HERE IF YOU ARE REQUESTING A REFUNO OF AN OVERPAYMENT 20.0 REV.I50' EX. 1I'.B5! *' COMMONWEALTH Of PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF /fl/VR.y C Keller FILE NUMBER .:2/-:21)1)/ ~o31?pl. (Property jointly-owned with Right of Survi,,:,orship must b. disclosed on Schedule F) All r.~1 .slate should be ntported at fair market value which is defined as the price at which property would b. exchanged between a willing buyer and a willing s.lIef, neith.r being compelled to buy or sell. both having reasonable knowledge of the relevant fads. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. I-!DI.-tJ,e /111.) rR.Oj>€,-,,'1} :1 ;). FA tt:? ff'R. -c.e h J< 0 I(l ~ C"n-,r /1,// I P,k; ) /O/! ,( /)01 /'to TOTAL (Also dnter on line 1, Roccoitulationl ~ """'''''''''0. SCHEDULE B COMMON'NEAl rH OF PENNSYLVANIA STOCKS & BONDS INHERJ.TANCE T/JoY. RETURN RESIDENT DECEDENT ESTATE OF ~J/e-,/ /llI1R'j &:. FILE NUMBER :V - :200 I - o-3&>.:.( All property jointty-owned with right of sUl'Vivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. Of DEATH LfIJ0 ShY/flet- ALL"l';h eny 6,1:.-<1/1 Y6. ~-9 J t) b 3{' 3"0 J' h /IY?..er;- /1meQlc/Vw DuJ~I~ fowfJ<l. y) Sy 1'i}:2.6~ 0/ ()O .J hJt 'J..C (J PPL 2).7D-" :2 'I, 17S- ;;wo .J h#l./'O PtlL t.;6 ,:)') 9, :2 /0 600 S).,frl-er J ~(g"-~ hp17/Y/? BIJ'Il1v);pu.r n.rFf ) t), ").;(f 4Po VVZI::l1>;y VOC1;LDh '19.s0 J ,/, pOI> f ;S" J~I1(1.4r FeJql ;2.;? J S- "1,'161 J? Jh I/?", r- VI" r-e drV' J'f. ,f,/ Ii'! /0;;!..,t.2/' pJt:.f;, ( bO'-l'-f J h'h"f' F,Jll,t, rmlfJt"l-lJ tfUJ<f,e 7. 2,,/ 431 7Sr f60.,J rlA.,d I 'f 71 rh,fJMif FtJlefJ7 'i"..,t'ep.llJeJ"fe.. 10, ;LO 16', tl 76 Bv""R F....'i.( $"39 .JIJ 19<i,ld VflJ1j't.f!Y/1.P( Welltl1jt, h~) .)l', J ^- 1~ I 0;) J' Tof'~/ 176J7f,<j TOTAL (Also enter on line 2, Recapitulation I $ (If more space is needed, insert additional sheets of the same sue) 1E~.Is::aEX'('''1) '* COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF /ilt9f1'1 G- k€ JI-ey , FILE NUMBER ;< /~fJ(!) I~ () 3?;L Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointty-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. . VALUE AT DATE OF DEATH DESCRIPTION J17d/.nI E'I,v1( (h~j(,,,? /fc.."v""i J3)5r:?- feA'! ~ 'flv/V/}/IV ) f" te rE""rl,,/e-fJr ffi..J, r J,{'1I~rr <..f,strf PeR.SPn<11 fRJ)f1U'l J;O'? D .; '-3) 1'1:0 TOTAL (Also enler on line 5, Recapitulation) $ (~ l1lQ(e space is needed, insert additional sheets of the same size) ReV.1Sl1El('(1.971 .~ ~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF m/Yf71 c:... K.e-J J r. 7 FILE NUMBER :2-1- ~Ool ' D3J' ~ Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. /II eill Fv.,,,,,mll) 1-/1>>71 ~ ~\J31 Jr<fh~"JJ'" ... F L.';"N Vl..6' iJ(;, If f<.V::_~/tl '" 7'fy C-.n 1'1.1 cfr.. ~~,''-'n Irr y'Nj . #;)13)", B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name o/PelSonal Represenlalive (s) '1" OhN ~ ~/I~~ Social Securi<yNumbe~sll EIN Number 01 Personal Represenlalive(s) Street Address I:>' { ("I'M.' J r-R <.L r- City lif'l?(.! eun.be,,/l!I'.1 Stale p/f lip I 7p 70 ,fl. . ~. Yearts) Commission Paid: 1-"" . 2. Attomey Fees Family Exemption; (If decedenrs address is not the same as claimanrs. attach explanation) Q 3. Claimant Street Address . City Slate lip Relationship of Claimanlto Decedent . 4. Probate Fees I 330. 5. Accountan(s Fees 0 6. Tax Return Preparer's Fees - C> 7. ot )Y6J , - TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size)