HomeMy WebLinkAbout01-0386
Estate of Donald J'.
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~J-OJ-.3CJtn
Controy
No.
To:
Register of Wills for the
~ Deceased. County of Cumberland in the
Social Security No. 019-1 ?-3;~9q 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 executOr
in the last will of the above decedent, dated,^' pr i 1. 11
and codicil(s) dated
named
,19J.tl-
(state relevant circllmstances, e.g. renunciation, death of executor, etc.)
County, Pennsylvania, with
. h; . g,
Decendent, then 71 years of age, died November 2LI. ,1995
at Harri. sbur;:~ Hos pi tal, Tf ~H"Y"i ~~hl1 Y>p: J p/\
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:
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:
IS.OOO.OO
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters rr est a me n tar v
(testamentary; administration c. La.; administration d. b.n.c. La.)
theron.
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Shirley t.\ Cnnt'rf);r
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tciechani c8bnY>e:, p/\ '7n5.r)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I sO'<
COUNTY OF CU>1BERLAND J :s
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.
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~o. 21-2001-386
Estate of
DOlli\LD J. CONTROY
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW April 17th., 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 November 1 ~ t 1987
described therein be admitted to probate and filed of record as the last will of
Donald J. Controy
rres tnmentary
Shirley A. Controy
and Letters
are hereby granted to
~ . ..~
\ '/1~ .; ~/ . M .n ....L
J/ilVlyf Go ~j)b// '. t2#Uo/i-
/ Register of Wills Mary C. Lewis v L/
/ ,/
FEES
Probate, Letters, Etc. .........
Short Certificates(2 ) . . . . . . . . . .
Renunciation ................
x-Pages (5)
JCP
$ 50.00
$ 6 . 00
$
$ 15.00
TOTAL _ $ 5.00
. .~P~.~~. ~ 7.~l?-! ?9.q~. . . .~ . ??..q~. . .
J. Robert Stauffer (06356)
ATTORNEY (Sup. Ct. I.D. No.)
Market Square Bldg.
11e chani csburg. PA '-'1 70c;c)
ADDRESS
Filed
717-766-9673
PHONE
MAILED LETTERS TO ATTORNEY J. ROBERT STAUFFER
Hl05.'lO" REV.!O'l!OO1
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records In accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
~)/~
C\~s.~/~'
Robert S.~1erman, Jr., MPH
Secretary of Health
Charles Hardester
State Registrar
1390509
FES a 7 2001
Date
21-2001-386
Hl05.143 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
108656
TYPE/PRINT
IN
PERMANENT
BLACK INK
,II;)
~h
5. 73
COUNTY OF DEIlrH
UNDER 1 DAY
Hours I Minutos
SEX
2. Ma' e
STIlTE FilE NUMBER
SOCIAL SECURITY NUMBER
1. D.)....."
AGE (last Birlhday)
Cv^- --l- D
3.019
12 -
? P r-
4 ,Q1
Yrs.
PLACE OF DEArH (Check only one see inslruclions on o\her side)
HOSPITAL:
Inpatient I2S
gr;:iIy) 0
. Ib.Oau hin
DECEDENT'S USUAL OCCUPllrION
(~~v..:o~~~~i~~d~teu~r;~~f~'f
Be.
Hard sburg
KIND OF BUSINESs/INDUSTRY
17055
DECEDENT'S
ACTUAL
RESIDENCE
(See instructions
on other side)
MARITAL STATUS. Married
Never Married. Widowed,
Divorced (Specify)
14.Marri ed
17C.[1 Y... _ntlived in \J p pe r
SURVIVING SPOUSE
<It wife. give maiden name)
. 11. 111.. Real Estate
DECEDENT'S MAILING ADDRESS (Street, CilylTown, Slale, Zip COde)
A. McCauslin
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17b.Counly Cumber' and
Did
decedent
live in a
township?
!Wp
clty/boro.
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2B.
J Approximate
t interval between
I onset and death
1)., .I). ~.",
:h.",,___,(L
l . h ~-li.J
No~
PART II: Other significant conditions contributing to death, but
not resulting in the undertying cause given in PART L
WERE AUTOPSY FINDINGS
AVAILABlE PRIOR TO
COMPlETION OF CAUSE
OF DEllrH?
MANNER OF DEllrH
INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED.
Natural
$
o
o
Homicide
Accident
Pending InvesUgation
o
D
o ~CE OF INJURY. At home, farm, 51;..t, factory, office M.
bu~ding. etc. (Specify)
30e.
Yes 0 NoD
Ve.O
NoD
Suickie
Could not be determined
30<:. 30<1.
LOCATION (Street, CityfTown, Slale)
'MEDICAL EXAMINER/CORONER
On lh4I bula of enmln.tlon end/or Investigation, In my opinion, de.th occurred at the time, d.te, end place, 81\d due to lhe C1lUoe(.) .nd
manner assta,ed.... . .. .. ... .. . ..... . .... .. ................. ...... ......... ......... .' .... ... .......... '" ... .. ...
31..
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CERTIFIER (Check oniy one)
"CERTIFYING PHYSICIAN (Physician certitying cause of death whOfl another physician has pronounced death and completed Item 23)
To tIls be.t of my knowledge, _ occur,.d due to the c.......) .nd m.nner.. .totad. . . .. . . .... .........................................
'PRONOUNClNG AND CERTIFYING PHYSICIAN (Physician both pronouncing death and cer1lfying 10 cause 01 death)
To the best of my k~, death occurrecllll the time, dllle,.nd plac., .nd due to the ........)lInd .....-r.. stoted.. . . . . .
34.
.CJCWILL-SCW9 04/10/87
,"
21-2001-386
LAST WILL AND TESTAMENT
OF
DONALD J. CONTROY
I, Donald J. Controy, of the Borough of Mechanicsburg,
Cumberland County, Pennsylvania, being of sound and disposing
mind and memory, do make, publish and declare this to be my
Last Will and Testament, hereby revoking all Wills and Codicils
by me at any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes
may be payable by my Estate or by any recipient of any
property, shall be paid by my Executor out of the property
passing under Item III of this Will, as an expense and cost of
administration of my Estate. My Executor shall have no duty or
obligation to obtain reimbursement for any such tax paid by my
Executor, even though on proceeds of insurance or other
property not passing under this Will.
ITEM II: I hereby give and bequeath absolutely and in
fee simple all of my household furniture and furnishings,
books, pictures, jewelry, silverware, automobiles, wearing
apparel and all other like articles of household or personal
use or adornment to my wife, Shirley A. Controy. In the event
my wife has predeceased me, I hereby give and bequeath all the
above items to my son, Donald J. Controy, Jr., of Hopatcong,
New Jersey, and my step-daughter, Christine Marie Waters, of
Harrisburg, Pennsylvania, to be divided equally between them as
they may agree, or, if they are unable to agree, to be divided
between them in as nearly equal shares as possible by my
Executor. If either Donald J. Controy, Jr. or Christine Marie
Waters precedeases me, this gift and bequest shall pass to the
survivor. Notwithstanding the foregoing, I hereby specifically
bequeath all of my Hummel figurines to my step-daughter,
Page 1 of 5 pages
~
Christine Marie Waters, and all my white china with gold
edging, water goblets with gold edging, sterling silver place
settings and my cut glass collection to my son, Donald J.
Controy, Jr.
ITEM III: I give, devise and bequeath all of my
property, real, personal and mixed, not disposed of in the
preceding portions of this Will, to my wife, Shirley A.
Controy. If my wife, Shirley A. Controy, has predeceased me, I
give, devise and bequath all the rest and remainder of my
property to my son, Donald J. Controy, Jr., and my
step-daughter, Christine Marie Waters, to be divided equally
between them by my Executor on a 50%/50% basis. If either
Donald J. Controy, Jr. or Christine Marie Waters predeceases
me, this gift, devise and bequest shall pass to the survivor.
ITEM IV: In the settlement of my Estate, my Executor
shall, in addition to powers given by law, have the following
powers, to be exercised for the best interest of the
beneficiaries:
(a) To retain any investments I may have at my
death so long as my Executor may deem it advisable to
my Estate so to do.
(b) To vary investments, when deemed desirable
by my Executor and to invest in such bonds, stocks,
notes, money markets, real estate mortgages or other
securities or in such other property, real or
personal, as it shall deem wise, without being
restricted to so-called "legal investments".
(c) In order to effect a division of the
principal of my Estate or for any other purpose,
including any final distribution, my Executor is
authorized to make said divisions or distributions of
the personalty and realty, partly or wholly in kind.
If such division or distribution is made in kind, said
assets are required to be divided or distributed at
Page 2 of 5 pages
. I .,
their respective values on the date or dates of their
division or distribution.
(d) To sell either at public or private sale and
upon such terms and conditions as the Executor may
deem advantageous to the Estate, any or all real or
personal estate or interests therein owned by the
Estate severally or in conjunction with other persons
or acquired after my death by my Executor and to
consummate said sale or sales by sufficient deeds or
other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all
trust, and without obligation of the purchaser or
purchasers to see to the application of the purchase
money or to make inquiry into the validity of said
sale or sales; also, to make, execute, acknowledge and
deliver any and all deeds, assignments, options or
other writings which may be necessary or desirable in
carrying out any of the powers conferred upon my
Executor in this paragraph or elsewhere in my will.
(e) To mortgage real estate and to make leases
of real estate.
(f) To borrow money from any party to pay
indebtedness of mine or of my Estate, expenses of
administration or inheritance, legacy, estate and
other taxes.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
Estate. My Executor shall pay the expenses of my last
illness and funeral expenses.
(h) To vote any shares of stock which form a
part of the Estate, and to otherwise exercise all the
powers incident to the ownership of such stock.
(i) In the discretion of my Executor, to unite
with other owners of similar property in carrying out
Page 3 of 5 pages
'\
any plans for the reorganization of any corporation or
company whose securities form a part of the Estate.
(j) To distribute my personal property directly
to the Guardians of the person of any minor
beneficiaries hereunder.
(k) To elect such settlement options as deemed
most appropriate by my Executor with respect to any
pension profit sharing or other retirement plan in
which I am a participant.
ITEM V: Any person who shall have died at the same
time as Testator, or in a common disaster with him, or under
such circumstances that it is difficult or impossible to
determine who died first, or who fails to survive Testator by
ninety (90) days, shall be deemed to have predeceased him.
ITEM VI: I nominate, constitute and appoint my wife,
Shirley A. Controy, of Mechanicsburg, Pennsylvania, to be my
Executrix (herein referred to as "Executor"). In the event of
the death, resignation, refusal or inability of Shirley A.
Controy to serve as my Executor, I nominate, constitute and
appoint my son, Donald J. Controy, Jr., of Hopatcong, New
Jersey, to serve as my Executor. My Executor is specifically
relieved from the duty or obligation of filing any bond or
bonds.
IN WITNESS WHEREOF, I have set my hand and seal to
this my Last Will and Testament, consisting of this, the next
A
and the preceding three (3) pages, this ,/~ day of April,
1987.
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Donald J. co~ro-y-- -- <=<'
SIGNED, SEALED, PUBLISHED AND DECLARED by the above
named Testator, Donald J. Controy, as and for his Will, in the
presence of us, who, at his request, in his presence, and in
Page 4 of 5 pages
. .
the presence of each other, have hereunto subscribed our names
as witnesses in attestation thereof.
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Page 5 of 5 pages
Address l~q-8 11. fut}~'-LL)rU!- vJt .
11/La.{i.1N~1H1.J PA /jC1!)'7
Address ~C} 55 ~le.pl~ ROi\d
~Wlp 1.::bJ I I 17 t 12-
Address '~\'--o t-0 F~~r~-.- ~\.'-e..:~.:~-
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS. :
COUNTY OF DAUPHIN
I, Donald J. Controy, the Testator whose name is
signed to the attached or foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; and that I
signed it willingly and as my free and voluntary act for the
purposes therein expressed.
Donald
Sworn to or affirmed and acknowl~ged before me
J. Controy, the Testator, ~hiS d!::.. day Of. April,
4c~~~a~
Donald J. Co troy ---.-
Testator
by
1987.
P~L~ {L 0 Q)JJtWi;
Notary Public
My Commission Expires:
(SEAL)
PATRICIA A. SCHWARTZ, N~rY Public
Harrisburg, Dauphin Cc., Pa.
My CommJssion Expires May 18, 1987
.
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS. :
COUNTY OF DAUPHIN
:' We ,Jv'kl-~Il (!. t.J~ tLJ , P-VI1./ttA..;t (1., K~
and ~/50- k . AY..LL4t_~cA.J , the witnesses wh~se names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testator sign and execute the instrument as
his Last Will; that the Testator signed willingly and executed
it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness, in the hearing and
sight of the Testator, signed the Will as a witness; and that
to the best of our knowledge, the Testator was at that time 18
or more years of age, of sound mind and under no constraint or
undue influence.
me
and
April,
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Wi'i~ a.~
'<.1\\.j~ ~. ~ '---^-~~
Witness
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Notary Public
My Commission Expires:
(SEAL)
PATRICiA A. SCHWARTZ, f-mrY PubJfc
Harrisburg, Dauphin co;~ Pa.
My Commission Expires May 18, 1987
REV-1500 l'.X (li-QQ\
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
OEPT 280601
HARRISBURG, PA 17128-0601
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REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
_co !,prn U'(, Donald J."
DATE OF DEATH (MM-DD-YEAR)
DATE Of BIRTH IMM-DD-YEAR)
_l1Qvelllb.ol' ..2)1.~_~-2~Q______._._ _L??~~i~nr,~l}.(':_r:._ ?~5_1_ _)~)~~
(If APPLICABLE) SURVIVING SPOUSE'S NAME (LAS r. FIRST, AND MIDDLE INIlIAL)
COJ!'I'HOY ;;h;.1'10" A.
~ 1. Original Relurn
o 4. Limited Estate
o 6, Decedent Died Testate (AltachcopyofWill)
[i] 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date ofde~th after 12-12-82)
o 7. Decedent Maintained a living T rusl (Attach copy of Trust)
o 10. Spousal Poverty Credit (date of death between n31-91 and 1.1-95)
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OFFICIAL lISF ONI.Y
FILE NUMBER
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COUNTY CODE "YEAR
.Jl Q..:L IL Q
NUMBER
SOCIAL SECURITY NUMBER
019 - 12
3:;99
THIS RETURN MUST BE FILED IN DUPLICATE WITH THI
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
171 - 20
5322
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under Sec. 9113(A) (Atlach Sch 0)
,J. ).~olJerL ;.;t;:'\1J.ffor
FIRM NAME (lfAppficable)
NbC loeHtl L IN" ItM :noN OULI:lIlE DIRECTED to:
COMPLETE MAILING ADDRESS
linJ'h:ot ~:;qun.I'o BIde;"
!lecllanicsbur'l';, PA 17055
Ii COMPLETED. ALL CORRESPONDENcE
NAME
TELEPHONE NUMBER
717-76(,-C)6'
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1. Real Eslate (Schedule Al
2. Slocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Sank [repnsils & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Prohate Property
(Schedule G Of L)
(1)
(2)
(3)
(4)
(5)
q 00
r;,O(jC1.00
0.00
O.O()
0.00
(6)
(7)
8. Total Gross Assets (total Lines 1-7)
(8)
ILlll.00
0.00
(11)
(12)
(13)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I)
11. lotal Deductions (total Lines 9 & 10)
12. Net Value of Estate (Une 8 minus Line 11)
(9)
(10)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax l1as not been
made (Schedule J)
14. Net Value Subject to Tax. (Line 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable althe spousal tax
rate, or transfers under Sec. 9116 (a}(1.2)
II. 552_~ 00__.i2(~ (15)
o 0
'.0_ (16)
(] '.12 (17)
o '.15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 141axable 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
>>
SURE fo ANSWER ALL QUE
OFFICIALUSE ofii.Y-
0.00
0.00
C;.OOO.O
1~41. 0
li, t~59. ()
0.0
(14)
1>,559.0
0.0'
0,0
G.O'
0.0
0.01
IC A' H "
Decedent's Complete Address:
STREET ADDRESS
012 ](ncIu!ero Drive ,--
CITY He el1.nnJc: Ghul'r~ I STATE I liP 1700:0:
I'A
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
1 ~ r)()
n fJn
n nr"
. .'.
Total Credlls ( A + B + C ) 12)
0.00
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
n.oo
0.0')
4.
TolallnleresUPenally ( D + E )
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
13)
14)
15)
(SA)
B. Enter the tolal of line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
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,,~.,..
0.00
0.00
0.00
0.00
0.00
5.
If line 1 + Une 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"'N THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. relain the use or income of the property transferred;........... ... ....................................... 0 ~
b. retain the right 10 designate who shall use the property transferred or its income; ..... ............,........., 0 Q;J
c. retain a reversionary interest; or.................... ... ... ....... ...... ...."........................ 0 [g]
d. receive the promise for life of either payments, benefits or care?.. .. ............. .........".........,................... 0 [ill
2. If death occurred aner December 12, 1982, did decedent transfer property within one year of death
without receiving adequale consideration? .............................................................................................................. 0 129
3. Did decedent own an "in trust for or payable upon death bank account or security at his or her dealh? .............. 0 [2g
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property wf1ich
contains a beneficiary designation? ........................................................................................................................ 0 0
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 return, inc!uaing accomP<lnyJng schedules and slalements, and 10 the best of my knowledge and belief, it is Irue, C()rrecl
and complete.
Declaration of preparer other than the personal represenlalive is based on aU information of which preparer has any knowledge
SIGNATURE F PERSON RESPONSiBLE FO FILING RETURN DATE
0....
ie'/\. l"or~"
DATE
P...dg., Heohanl.osblJrg, l'A 1'/OS;';
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For dales 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 (al (1.1) (i)).
For dates of death on or aner January 1,1995, the lax rate imposed on Ihe net value of Iransfers to or for Ihe use of the surviving spouse is 0% (72 P.S. ~9116 (a) (l.l) (ii)l.
The statute does not exemot a transfer to a surviving spouse from lax, 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 aner 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)(1.211.
The lax rale imposed on Ihe nel value oftranslers to or for the use of Ihe decedent's lineal beneficiaries is 4.5%, except as noled in 72 P.S. ~9l16(1.2) 172 P.S. ~9116(a)(1)].
The lax rate imposed on the nel value of transfers to or for Ihe use of the decedent's siblings is 12% [72 P.S. ~9116Ia)(1.3)]. A sibling is defined, under Section 9102, as an
Individual wf10 has at least one parenl in common wilh the decedenl, whether by blood or adoption.
LAST WILL AND TESTAMENT
OF
DONALD J. CONTROY
I, DonRld J. COlltroy, of the Borough of Mechanicsburg,
Cumberland County, Pennsylvania, beinq of sounri and disposing
mind and memory, do make, publistl Elnd declare this to he my
l,~st Will and Testament, 11erelJY revokinq all Wills and Codicils
by me at any time made.
I'I'EM I: I direct that all inheritance and estate
taxes becominq due by reason of illY death, whether such taxes
may be payable hy my Estate or by any recipient of any
property, shall be paid hy my Executor out of the property
passinq under Item III of this Will, as an expense and cost of
administration of my Estate. My Executor shall have no duty or
obliqation to obtain reimbursement for any such tax paid by my
P.xecutor, even thouqh on proceeds of insurance or other
property not passing under tllis will.
ITP.N II:
--_.-
Ilerehy qive arId bequeath absolutely and in
fee simple all of my JlOusehold furniture and furnishings,
hooks, pictures, jewelry, r:;ilverwflrl':', f111tomohiJf'!,;, w"o1dIHJ
apparel and all other lik.e articles of household or personal
use or adornment-. to my wife, Shirley A. Controy. In the event
my wife has predeceased me, I hereby give and bequeath all the
above items to my son, Donald J. Controy, Jr., of Hopatcong,
New Jersey, and my step-daughter, Christine Marie Waters, of
Harrisburg, Pennsylvania, to be divided equally between them as
they may agree, or, if they are unable to agree, to be divided
between them in as nearly equal shares as possible by my
Executor. If either Donald J. controy, ,Jr. or Christine Marie
Waters precedeases me, this q.i ft. and bequest shall pass to the
survivor. Notwithstanding the foregoing, I hereby specifically
bequeath all of my Hummel figurines to my step-daughter,
Paqe 1 of 5 paqes
Christine Marie Waters, and all my whit.e china with gold
edging, water goblets with gold edging, sterling silver place
settings and my cut glass collection to my son, Donald J.
Controy, Jr.
ITEM III: I give, devise and bequeath all of my
property, real, personal and mixed, not disposed of in the
precedinq portions of this Will, to my wife, Shirley A.
Controy. If my wife, Shirley ^. controy, has predeceased me, 1
give, devise and bequath all the rest and remainder of my
pl"Operty to my son, Donald J. Controy, Jr., and my
step-daughter, Christine Marie Waters, to be divided equally
between them by my Executor on a 50%/50% basis. If either
Donald J. Controy, Jr. or Christine Marie Waters predeceases
me, this gift, devise and bequest shall pass to the survivor.
ITEM IV: In the settlement of my Estate, my Executor
shall, in addition to powers given by law, have the following
powers, to be exercised for the best interest of the
beneficiaries:
(a) To retain any investments I may have at my
death so long as my P.xecutor may deem it advisable to
my Estate so to do.
(b) To vary investments, when deemed desirable
by my Executor and to invest in such bonds, stocks,
notes, money markets, real estate mortgages or other
securities or in such other property, real or
personal, as it shall deem wise, without being
restricted to so-called "legal investments".
(c) In order to effect a division of the
principal of my Estate or for any other purpose,
including any final distribution, my Executor is
authorized to make said divisions or distributions of
the personalty and realty, partly or wholly in kind.
If such division or distribution is made in kind, said
assets are required to be divided or distributed at
Page 2 of 5 pages
their respective values on the date or dates of their
division or distribution.
(d) To sell either at public or private sale and
upon such terms and conditions as the Executor may
deem advantageous to the Estate, any or all real or
personal estate or interests therein owned by the
Estate severally or in conjunction with other persons
or acquired after my death by my Executor and to
consummate said sale or sales by sufficient deeds or
other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all
trust, and without obligation of the purchaser or
purchasers to see to the application of the purchase
money or to make inquiry into the validity of said
sale or sales; also, to make, execute, acknowledge and
deliver any and all deeds, assignments, options or
other writings which may be necessary or desirable in
carrying out any of the powers conferred upon my
Execut_or in this paragraph or elsewhere in my will.
(e) 'I'o mortgage real estate and to make leases
of real estate.
(fl To borrow money from any party to pay
indebtedness of mine or of my Estate, expenses of
administration or inheritance, legacy, estate and
other taxes.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
Estate. My Executor shall pay the expenses of my last
illness and funeral expenses.
(h) To vote any shares of stock which form a
part of the Estate, and to otherwise exercise all the
powers incident to the ownership of such stock.
(i) In the discretion of my Executor, to unite
with other owners of similar property in carrying out
Page 3 of 5 pages
.---.,.-....--------..-
any plans for the reorganization of any corporation or
company whose securit.ies form a part of the Estate.
(j) To distribute my personal property directly
to the Guardians of the person of any minor
beneficiaries hereunder.
,
(kl To elect such settlement options as deemed
most appro~riate by my Executor with respect to any
pension profit shari,nq or otller retirpm~nt plnn in
which 1 am a participant..
ITEM V: Any person who shall have died at the !'lame
time a!': 'J'est;:\lor, or ill a common dJ Raster with him, or under
such circumstances that it is difficult or impossible to
determine who died first, or who fails to survive Testator by
ninety (90) nays, shall he deemed to have predeceased him.
ITEM VI: I nominate, constitute and appoint my wife,
Shirley 1\.. Controy, of Hechanicsburg, Pennsylvania, to be my
Executrix (herein referred to as "Executor"). In the event of
the death. resignation, refusal or inability of Shirley to.
Controy to serve as my Executor, 1 nominate, constitute and
appoint my son, Donald J. Con troy, Jr. , of Hopatcong, New
Jersey, to serve as my Executor. My Executor is speci.fically
relieved from the duty or obligation of filing any bond or
bonds.
IN WITNESS WHEREOF, I have set my hand and seal to
this my Last will
and Testament, consisting of this, the next
/-_A
three (3) pages, this ~ day of April,
and the preceding
1981.
~~~ld'~~~/
Donald J~ Co ray ~
SIGNED, SEALED, PUBLISHED AND DECLARED by the above
named Testator, Donald J. Controy, as and for his Will, in the
presence of us, who, at his request, in his presence, and in
Page 4 of 5 pages
r---~--
the presence of each ot.her, have hereunto subscribed our names
as witnesses in attestation thereof.
'-2oV11lI {/ . '/ltC/tAt _
U
ttC(f\(' SV,Afih-
lIddress UlJ -/3 '1/. (~J.ih.('Ll ILl', ~,k '
'11ll II fi Crllm'/l PA 17{l1j 7
,., J
Address ~f'J Sj- t\..(r'f"~_ I-:t'<"'uj
(;;"I~' 1.1;11. '-11/2-
~\.D'C",- \~':,~,-_",,-"-<.:!~. Address . ~\,_" ~ ~- ,t:.;;.\~\... ~::_~, '\ Q.,<--'-..
l, 'J "--~ r 'C~.:) , \;-, \~\.
Page 5 of 5 pages
r
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYI,vANIA
COUNTY OF DAUPHIN
SS. ,
I, Donald J. Controy tJ '1'
signed to the attached or for~ i'~ iestator whose name is
1 1 1 =90 ng nstrument h ~ b
(u y qual fled according to In'" d h b ' av...ng ..n
:;q~::~ ~nrl executed the Instrum;nt o.a e~; r.:;Jc~rrf~::'~tl,~;f~.~,,\\
q - t willingly and 89 my free and volunu- --'fo...........;."..{...l., ~:
pUr~)oses therein expressed -. ~~, .,~~
. . ",-,,'1".
Donald
. S~orn to or Affirmed and acknowle~ged before me
J. Conhoy, the 'J'estator, \\h1S /.P day of IIpril,
<:::,J!.- '. ! /") ---.-d-
,/ , r:~r?<iM 1_ lk~". Cir.--~
Donald J. Controy
Testator
by
1987.
/~Ih CU\... Cf, 1.5 (C!i..{LI{Ld,)
Notary Public (
My Commission Expires:
(SEIIL)
AFFIDAV!'l'
PATRICIA A SCflWMtl. n~lIrV Publfc
lI~rrishurg. D,llIvh)f1 (1"., P~.
My (omn~$!lon bl;I'l!s M~y 18, 1987
COHMONWF.1\J,TU OF PENNRYLV1\NI1\
ss. I
COUNTY OF D^UPIIIN
'..:l;',.:,\
\' We, ;,:5<./r,., ^ (i _ (,J, " I( J . P.R.AVT\~A a..,. ~K.~
and // I -,(I l -AH f( Il , ( I~ _ , the wjtne~se8 wh~Be names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testator sign and execute the instrument as
his Last Will~ tJlat the Testator signed willingly and executed
it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness, in the hearing and
sight of the 'J'estator, signed the will as a witness~ and that
to the hest of our knowledge, the 'l'estator was at that time 18
or more years of age, of sound mind and under no constraint or
undue influence.
ey,.51
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19B7.
wi ~.f.~~l Vrllj (). '-fJJw--
<.~\\...r:.::.o..... (:~. <:-=:) \.....~_..lV,:......c:~-~
Witness
')
!lli'lJ.iJ. <'f<-.- IL,_
Notary Public
Hy Commission
(SEIIL)
<LdLJO-tJ1/
o
Expires:
rATR1W\ ^. SCHwMnl... nO:t1rY Public
lIarrisburg, Dal1rhinCo.; Pa.
My Commission Expirn May lB, 1987
~
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
])OT1ALD .J. GOPTIWY
FILE NUMBER 21-01-0386
2001-0C13tl6
ESTATE OF
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
;~OO shares of' COll1l'lOn stock of Harrlfl ~;avin[',s Bank,
registered in tilO names of Donald J. Controy and
Sllirloy A. Controy as terlants :in COT~non. I)ecedent's
tnt81'8Bt bE";!l[', one-half' or 250 slw.refl thereof.
Valued at :!;20.()0 pel' share on November 211_, 1995.
(~,
'-i)
5,000.00
TOTAL (Also enteron line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,000.00
REV-1511 EX+ (12-99) _
.9..~~.~
~~'lW".,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative{s)
Social Security Number(s)/ElN Number of Persona! Representalive(s)
Street Address
City _____ u_ - ------- --. ----- _n . "_ __________ State ____ lip
Year(s) Commission Paid:
2. Attorney Fees J. Hobert Stauffer, Attorney's Fee. c~. 350.
'I'
3. Family Exemption: (If decedent's address is nolthe same as claimant's, attach explanation)
Claimant
Street Address
Clly State _ Zip
Relationship of Claimant to Decedent
4. Probate Fees Heglster of HIlls of Cumberland County,
Pennsylvania, Letters Te.stalnentnry. 76.
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Hegister of Hills, fili.ng PennsylvanIa Inheri tance
rrax Hei;urn. 15.0
TOTAL (Also enter on line 9, Recapitulation) $ 1141.
DONI\LD J. cOTTfCnny
Debts of decedent must be reported on Schedule I.
FILE NUMBER ;'l-01-03U6
200l-003El6
00
00
o
00
(If more space is needed, insert additional sheets of the same size)
''''.,'''''.,,'''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
DOJTAJ,j) ,T. GON'I'1\OY
FilE NUMBER 21-01-03U6
2r)01-00356
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Nollist Truslee(s) OF ESTATE
ESTATE OF
NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include oulrighl spousal dislributions)
1. SJnnLEY /\. GO]]'l'[WY
912 Knepper Drive
Heclmnicslnu'g, FA 170SS
Wife Entire Estate.
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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space IS needed, insert additional sheets of the same size)
E
.....
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Donald J. Controy
Date of Death: November 2LI_, 1995
Will No. 2001-003C6
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 _ A j:rr i 1 20. 2001
Name
Address
Shirley A. Controy-9l2 Knepper Drive-Ileehanicsburg, PA l70SS
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
/!/l~~r
ature
Da~: April 20. 2001
Name J. Hobert Stauffer
Address }"Tarke t Square Bldg.
Mechanicsburg, FA 17055
Telephone (71 'Y 766-9673
Capacity: _ Personal Representative
~Counsel for personal representative
r=--
IMPORTANT NOTICE
NOTICE OF ESTATE ADMINISTRATION
THl&NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE
ANY MP"'JEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE.
, Whether you will receive any money or property will be deter-
mined wholly or partly by the decedent's will. If the decedent
died without a will, whether you will receive any money or prop-
erty will be determined by the intestacy laws of Pennsylvania.
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA
In re Estate of DO}';.::..LD J. COnTnOY
, deceased,
Estate No. 2001-00386
(N ame and Address)
TO:
Sb_ir1ey
II
..("1.. .
Controy
912 Knepper Drive
I1echa:,'icsburg, PA 170r:;r:;
Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below.
Shirley A. Controy
The Decedent D8nald tJ. Controy
day of JTovember , 199.5 , at Cumberland
Pennsylvania.
, died on the 21.~ th
County,
The Decedent died testate (with a Will);)til.
The ~ceJteo1:di~J{1,~,~t.ate<twitlmuKacWillt
The personal representative of the Decedent is
(name, address and telephone number).
Shirley A. Controy, 412 Knepper Drive, Mechanicsburg, PA 17055-717-697-9759
... -
If the Decedent died testate, the will has been fileu with the Office of the Register of Wills of Cumberland County, 1
Courthouse Square, Carlisle, Pa. 17013. Phone No. 717-240-6345
If the Decedent dieu intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the
Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, Pa. 17013. Phone No.7 1 7-240-6345
A copy of the Will or Petition may be obtained by contacting the Register ofWiIls and pa
Date:
April 17, 2001
Signature:
Address
Knepper Drive
l!lechanicsburg, PA 17055
Telephone (71'5l~6q7-g7r::;g
C apaci ty: l'lcH:SOffiit:t{t!pfe:s:KiKalOOiKX
Counsel for personal representative
\ /6-3d:).y'w b
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"]'7
C/
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1S47 EX AFP (12-00)
J ROBERT STAUFFER
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-05-2001
CONTROV
11-24-1995
21 01-0386
CUMBERLAND
101
DONALD
J
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is"4-j-EX-AFP--fi"2:olff-NOY-iCE--OF-'rNHEifiTANCE-Y-AX-A-PPRAisEHENT~--ALrOWAirCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CONTROV DONALD J FILE NO. 21 01-0386 ACN 101 DATE 06-05-2001
T AX 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)
.00
5.000.00
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
5,000.00
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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
441.00
.00
(11)
(12)
(13)
(14)
44] 00
4,559.00
.00
4,559.00
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
4,559.00 X 00
.00 X 06 =
.00 X 00
.00 X 15
(19)=
.00
.00
.00
.00
.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
'-'b
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L/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: DOl~LD J. CONTROY
Date of Death: November 24, 1995
Will No. 2001-00186
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 x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No x
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No x
Personal representative is also the sole berericiary of Estate.
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be 'cft)ta7ped to this report.
, !
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t tv ,f /(;0 / /},.t'1, ! //
ignature
o
Date: January 18, 2002
N
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J. Robert Staurfe~
Name (Please type or print)
Market Square Bldg.
Hechanicsburg, PA 17055
Address
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(717) 766-9673
Tel. No.
Capacity: Personal Representative
(MAH:rmf/AM3)
x Counsel for personal
representative