HomeMy WebLinkAbout88-0234 ��
PETITION FOR PROBATE and GRAN'T' O��' LETTERS
Estate of Jean Louise Cline No .%�/""„"_,a��'"" a���
also known as To:
Register ol' \1Vil's for the
Deceased. County of' _Cumberland in the
Social Security No. 16 2–2 2–5 9 4 6 Commonvvealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executo r__,_ named
in the last will of the above decedent, dated Julv 9 ______ , 19 g�
and codicil(s) dated ------
none __.______
(state relevant circiimstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland __c,ounty, Pennsylvania, with
I�r last family or principal residence at 235 North Second �t. , P�ormleysburg
(list street, number and muncipality)
Decendent, then �� years of age, died Februarv 5 _.___ , 19 8 8 ,
at Holv Spirit Hospital , Camp �-Iill ______ .
Except as follows, decedent did not marry, was not divorced and did not Y�ave a child born or adopted
after execution of the will offered for probate; was not the victim of a E;illin;.;and was never adjudicated
incompetent: Divorced September 8, 1987 from_Dewitt J. Cline
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 5 6 , 0 0 0. 0 0
(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: nnnP __..._.__.
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary ____
(testamentary; administration :.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESE:�iT.��TIVE
COMMONWEALTH OF PENNSYLVANIA 1 SS
COUNTY OF CUMBERLAND �
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 petition�P;s) id that as personal represen-
tative(s) of the above decedent petitioner(s) will ell and truly ad�n' ster the e according to law.
Sworn to or affirmed and subscribed �1� �` � �
before me this 25TH day of __.–� �
CH "' 19 � ----- A
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• Register -. , , �
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jv0. 21 - 88 - 234
Louise
Estate of Jean L./ Cline , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW �RCH 2 5 , 19 8 8 , 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 JULY 9 , 19 8 7
described therein be admitted to probate and filed of record as the last will of
JEAN LOUISE CLINE
and Letters ___ TF. '�r'AMFNTARv �
are hereby granted to MARIA P. COGNETTI
WILL BOOK #106 �� '
PAGE 7 0 9 ETC. Register of W'
MARY C, LEWIS
FEES ,�-
Probate, Letters, Etc. . . . . . . . . . $ 7 5. 0 0 �oseph A. Layman, Jr. 212 2 9
Short Certificates( 3j . . . . . . . . . . $ 6 . 0� ATTORNEY(Sup. Ct. I.D. No.)
Re 218 Pine Street, P. O. Box 8�6
�"n�agesn . . . . . . . . . . . . . . . . $��p �Iarris �rc�� PA 1 71 �R
$ ADDRESS
TOTAL $ 95. 00
Filed . . . . . . M�.RC;H, 2 5,,. . 1.9 8.8. . . . . . . . �717) 2 3 2-18 51
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OF
JEAN LOiJISF CLINE
I, JEAN LOUISE CLINE, declare this to k:�e rly Last Will
and Testament and hereby revoke all prior W:i_]_]_;� and codicils
made by me.
FIRST: My Executor shall pay from the re.�idue of my
estate all my debts, funeral expenses, admir�i�:�+�xation
expenses, and all estate, inheritance, succ��ssion, and
transfer taxes imposed by the United States or_ any state,
territory, or possession which shall become p<�yable by
reason of my death. It shall not be necess�:�.�ry to file any
claims therefor, nor to have them allowed by ��:�y court.
SECOND: I give such of my tangible pers�a �al property
as is set £orth in a separate, dated and un�i���ed letter of
instruction, which I shall place with my [nlil�l, to the
persons therein designated. If I have not left a letter of
instruction or for those articles of property not
distributed under this letter of instruction, � direct that
such items be distributed to my children l�i.�ving at the time
of my death as they may select in as nearl�,� equal shares as
is practical. If there is any disagreement: as to
distribution, I direct my Executors to mak� si��ch
distribution. The decision of my Executor.-� sr�all be final
. . �_".`��
LAST WILL AND TESTAt��.FN7�'
OF
JEAN LOUISE CLINk^;
and binding. I direct my Executors t� se�.l, or otherwise
dispose of in their discretion, any suc;h �:aroperty not
specifically distributed by my letter af i_nstruction or
selected by my beneficiaries and to adc� tl��e net proceeds
from their sale to the residue of my esta�:e.
THIRD: I give and devise all of ��he rest, residue and
remainder of my estate, real, personal anc� mixed, of
whatever kind and wherever situate at the time of my death,
including property over which I hold a poFaer of appointment,
unto the Trustee hereinafter named, IN TRt1ST, for the
following uses and purposes:
A. The Trustee shall pay all of th�� net income
therefrom in equal shares to my children, TERRI L.
SHEARER and DEWITT J. CLINE, JR. , in such periodic
installments as the Trustee shall find convenient,
but at least as often as quart�:�-annually.
B. The Trustee is also authoriz�d ��.o make payments of
principal for the education (in��luding vocational
and college education, both und��rgraduate and
graduate) of my grandchildren. af.ter taking into
consideration their other rE�ad.ily available assets
2
> ,.,
.. .n_:.�
LAST WILL AND TESTA�EN7
OF
JEAN LOUISE CLINE
and sources of income. Any �uc�� distributions of
principal need not be equal, ex<:�ept that any
distributions of principal tc> dE�fray the expenses
of post-secondary education ::�ha:l.l be considered as
an advancement against such cpr.ar�dchild' s ultimate
share of my estate, but in na e�Tent shall such
grandchild be required to re�ay the estate for
such funds advanced.
C. At such time as my youngest c�r���ldchild attains the
age of twenty-one (21) , the �r_iz.�t shall terminate
and the remainder shall be dist�cibuted in equal
shares to my grandchildren, c�r �.heir issue, per
stirpes. If any of my granc�«�hiLdren predeceases
me and dies without issue, that person' s share
shall lapse and be distributed ��qually to my
surviving grandchildren, or t�eir issue, per
stirpes.
FOURTH: I nominate , constitute and appoint MARIA P.
COGNETTI, ESQUIRE, Executor of this my Last Will and
Testament, to serve without bond or security, and to make
distribution of my estate in cash or in k.ind, or partly in
cash or partly in kind, and in such manner as she may
3
b.., �
W .,Y.._�A�
� ,. . .
LAST WILL AND TESTAMEN'�'
OF
JEAN LOUISE CLINF�
determine. I authorize, empower and direr..t her to sell and
convey, by good and sufficient deed, iz� f.E:�e simple estate,
any and all of my real estate, at publ�c c>r private sale,
for such price or prices, upon such ter.ms and conditions , as
in her judgment is best for my estate, anc:i to that end to
sign, seal, execute, acknowledge and d�liver all deeds or
other instruments necessary therefor, as effectively as I
could do if I were personally present. Tl.ie term "Executor"
shall refer to male, female or corporate ��ersonal
representatives.
In the event MARIA P. COGNETTI, E�Qi7:IRE does not
survive me, or refuses to act as Execu-�or or does not
complete the duties of Executor, then I nominate, constitute
and appoint RUTH THOMPSON, as the alterna-te Executor to
serve without bond or security. My alte.r:�ate Executor shall
have all of the powers, privileges, duties and immunities as
provided herein.
FIFTH: I nominate, constitute ara.d �appoint my attorney,
MARIA P. COGNETTI , ESQUIRE, Trustee of_ an�� trust created
herein, to exercise all of the powers conferred upon
trustees by law, and all of the discretic�nary powers granted
herein. In the event such person doe� nat survive me, or
4
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W �Y.� a1
, ,. . .
LAST WILL AND TESTAP�EN'I�
OF
JEAN LOUISE CLINE
refuses to act as Trustee or does not rom�>lete the duties of
Trustee, then I nominate, constitute ancl ��.ppoint, my sister,
RUTH THOMPSON, as the alternate Truste��. The Trustee and
any successor trustee shall be entitlec� tc� compensation for
her services during the period in whirh tl-iey are performed.
SIXTH: No interest of any beneficia��y of my estate or
of any trust created herein, either in 5_nc;ome or principal,
shall be subject to anticipation or to p��::dge, assignment,
sale or transfer in any manner, nor shaZl any such interest
be liable on account of the debts, con�ra�:ts, torts , or
other engagements of any beneficiary.
SEVENTH: My Trustee is authoriz�d t�� invest, reinvest
and keep the trust assets invested in suc,z real and personal
estate as a prudent man of intelligenc� a,zd discretion would
do for himself, for investment and not fc�r speculation,
giving due regard to the safety of the pri.ncipal and the
adequacy of the income, without being limited to the
so-called "legal investment" in the Cammonwealth of
Pennsylvania.
EIGHTH: Whenever the Trustee is directed to distribute
any trust principal to a person who is then under twenty-one
(21) years of age, the Trustee shall be authorized ta hold
5
� .'_, .��
LAST WILL AND TESTAMFN'T'
OF
JEAN LOUISE CLIN�
such property in trust for such person unt:.il he or she
becomes twenty-one (21) years of age, �-�nd. in the meantime
shall use such part of the income and �-.he principal of the
trust as the Trustee may deem necessar�r tc:� provide for the
proper support and education of such p�r.son. If such person
should die before attaining twenty-one (27_) years of age,
the property then remaining in trust sha]_7 be distributed to
the personal representative of such per:�o�i' s estate.
Should any trust distributee, in �he opinion of my
Trustee, be mentally or physically inc��pa�ritated, my Trustee
may pay the share to the parent or gu�.:rdi��n of the
distributee in his or her behalf.
IN WITNESS WHERFOF, I , JEAN LOUISE CT�INE, the
Testatrix, have to this my Last Will and Testament, set my
hand and seal this ��! day of ,Tuly, 1987 .
''�;��.�: �� (SEAL)
J LUiJ�SE' CLINE
Signed, sealed, published and declarec3. by the above named
Testatrix, as and for her Last Will arwd 7estament, in the
presence of us, who have hereunto sub�cribed our names at
request, as witnesses hereto, in the pre::ence of the said
6 �.. _;�_��
LAST WILL AND TESTAMk:NT
OF
JEAN LOUISE CLINE
Testatrix, and of each other. The prec�<iing document
consists of this and six other consecutiveLy numbered
typewritten pages.
residing at ���(i?i�/U1�'l iP�
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���r � residing at ��r �.' , ,K:���e��. �,
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ACKNOWLEDGMENT AND AFFI:UAVIT
COMMONWEALTH OF PENNSYLVANIA )
r' ) SS . :
COUNTY OF �'1Q.u��� )
The Testatrix and the witnesses wh.a�E:� names are
subscribed to the foregoing instrument, �iE-�ing first duly
sworn and qualified according to law, c�a Y�ereby acknowledge
and declare to the undersigned authorit:y i::hat the Testatrix
signed and executed the instrument as ]��er. last Will in the
presence of the witnesses , that she si�;n�c1 willingly or
willingly directed another to sign for h���-, that she
executed it as her free and voluntary �c:t for the purposes
therein expressed, that each of the witrie;�ses, in the
presence and hearing of the Testatrix, �i�.�ned the Will as
witnesses, and that to the best of the:ir �;nowledge the
Testatrix was at that time eighteen years of age or older,
of sound mind and under no constraint c�r �zndue infl_uence.
1 �.�, �,�.,c,r.c.�P.� ,
�Pestatrix
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;��aitness
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f r�1 tness
Sworn to, subscribed and acknowledged before me by the above
named Testatrix and witnesses this `1 ���� day of July, 1987 .
.
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Nata?-y Public
or
Attorr�ey-at-Law
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RECEIVED FROM: ACN +
�r ASSESSMENT
CONTROL � AMOUNT
NUMBER
K�?.3.i�� � Gc��ah�r�c, A�:�:��. 1.0 t
2I.8 P.i.n� �tr��►�- -- S31�A fi2
P m 0. IIo�s $�6
F�arrisbur�, PA I.7�.t38
-- FO(D HERE
ESTATE INFORMATION: Fo�o He
� FILE NUMBER —�—
��`�38-�34 ---_
� NAME OF DECEDENT (LAST)
(FIRST) (MI)
�.�.'�T!Q +.7�,+P.�I'1 __-_-----
� DATE OF PAYMENT �.,
� POSTMARK DATE ��� ��* �`9��
CO U N TY _---�
C:tuxtl7erlaTjd
DATE OF DEA7H
F�bxu�� 5 1.968
REMARKS � TOTAL AMOUNT PAID $��,$Q �j,�
S. �i• #�,62-22--�946
SEAL
RECEIb'ED BY ''� � ' r��� � � �'
� Sl�. ATURE i..�'.� .-;:�:�-�
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COMMONWEALTH OF PENNSYLVANIA �
- ss:
COUNTY OF CUMBERLAND �
Maria P Coqnetti
being duly s�aorn according to law, deposes and says +hat She is the Executor __
of +he Es+ate of Jean L. Cline
late of East_ Pennsboro_ Township __ , Cumber9and County, Pa., deceased and +hat the
within is an inventory made by Maria P Coc�netti __ _ —., the said ExeCutor'
of the en4ire estate of said decedent, consisting of all the personal proparty and real estafe, except real es4ate outside
the Commonwealth of Pennsylvania, and that 4he figures opposite each item of 4he Inventory represent it's fair value
as of the date of decedent's death, r;�1 �,
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�yl-t��'�2:�1� and subscribed before me, /� �'�����'�
lL�%-Le�?. (..4_> —
� /,' Exe uf r - Administrefor
�� o�-� 19 ��
" j 213 Pine Street, P. O. Box 386
�,�li i,�._+��`�/tT,f'..P / u`L'���t,�`��
`-'� Narrisburg, PA 17108
NOTARIAL SEAL Address
ANN MAAIE 80NAWITZ,NOTARy PUBLiC
� HARHiSBURG,C�AUPHIN COi1NTY
MY COlrIMIS.SION El(PSRE9 DEC.!,1Q91
Member,VennsYlranl��ocisrtion of Note�ies �2 3�
Date of Dea#h
Day Mon+h Ysar
INSTRUCTIONS
I. An inven�:,ry m�.�st be filed within three months after appointmen+ of personai �epresenfative.
2. +�, sup�lernan` 'r�ventory must be filed within thirty days of discovery of additional assets.
3. Adr3i�io►;�1 sheefs may be aftached as to personalty or realty
4. S�e A�iicie IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
Jean L. Cline deceased
Fersonal Property
l . Shearson Lehman �Tutton Financial ��anagertent Account I
#724-09940-17-375 : 21, F33 � l
Sr�earson Fi�[A Cash Fund
Certificate of Deposit of �'irst redc:ral of. r7ichigan, 8 0
due 8/31/£39 30 , 000 00
Accrued Interest 1, 038 7�
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2 . The �ork Bank - rebate on account #04-11°53 I 7-7- �A
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3 . Opal ring - p�r attached a�pr�_i.sal I 125 n�
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4 . Marble top 1zr,1p tar�le - per attached appraisa]_ �! 2F0 00
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5 . Grandmother' s clock 3�� ��
6 . Three 1902 silver dollars at $7 each � 21 0�
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7 . Cash i �`� Q�
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� $�3 , 571 �5
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REv-tsoo Ex+ (2-a�) i �� " o �// FILE NUMBER
�.�,� I INHERITANCE 7AX RETURN
'`�`� � RESIDENT DECEDENT i
COMMONWEALTHOFPENNSYLVANIA ' iT0 BE FILED IN DUPLICATE �'�,, 21-s8-234
DEPARTMENT OF REVENUE � �/�TH REGISTER OF WILLS)
POST OFFICE BOX 8327 I
HARRISBURG, PA 17105-8327 I I COUNTY CODE YEAR NUMBER
F DECEDENPS NAME ILAST,FIRST,AND MIDDLE INITIALj i DECEDENT 5 COMPLETE ADDRE55
Z � � 235 North �econd Street
o Cline, Jean L. IT
U SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH II ��rnlleysburc�, PA 17043
� � 162-22-5946 2/5/83 4/18/27 ;co�,,,Y C'umberland
� � 1. Original Return ❑ 2. Supplemental Retum ❑ 3. Remainder Refurn
a�n � (for dates of death prior to 12-13-82)
W au L� 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax
u�� (for dates of death after 12-12-82) Return Required
a°� � 6. Decedent Died Testate ❑ 7. Decedenf Maintained a Living Trust �8. Total Number of Safe DeposiT Boxes
Q (Attach copy of Will) (Attach copy of Trust)
�ALL GQRRESPClNDENCE:AND GC3N�IUENFIAL TAX INF�DltMAT1QN SFtOUIi?BE�IRECTED'ft�:
y Z NA �E �COMPLETE MAILING ADDRE55
; o Maria P. Cognetti Esquire Kill nan &cGephart
Q � TELEPHONENUMBER � 2 1 3 . i n e .�t r e e t, �. n. �O X 8 8 6
� a Fiarri shurq, PP. 1710 8
717 232-1351
1. Real Estate (Schedule A) ( 1) __ ri�a _____ _
2. Stocks and Bonds (Schedule B) ( 2) _ ri�a __
3. Closely Held $tocklPartnership Interest (Schedule C) ( 3) n�d
4. Mortgages and Notes Receivable (Schedule D) ( 4) _ n�a ___
5. Cash, Bank Deposits &Miscellaneous Personal Property( 5) S53 � 571. . n_J _
Z (Schedule E)
Q 6. Jointly Owned Property (Schedule F) ( 6) � r 6�n . 2�3 __
j 7. Transfers (Schedule G) (Schedu�e L) ( 7) ri�d
Q8. Total Gross Assets (total lines 1-7) ( 8) $56 � 1.%i_. .��
W 9. Funeral Ex penses, Administrative Costs, Miscellaneous ( 9) 7 �6�3 . 61 _
� Expenses (Schedule H)
10: Debts, Mortgage Liabilities, Liens (Schedule I) (lp) 3 �224 . �_� _
1 1. Total Deductions (total lines 9 & 10) (11) 10 ��`` . '�.
12. Net Value of Estate (line 8 minus line 11) �12) ���' � ��� • 73 -
13. Charitable and Governmental Bequests (Schedule J) (13) � • �� _
i14. Net Value Subject to Tax (line 12 minus line 13) (�4) 4 5 �2�'3 . 7 3
�15. Ar�o��t of line 14 taxable at 6% rate (15) 4 2 � F 4 3 . 4 4 __ x .06 - 2 . 5 5.�3 • r'1 _____
(Include values from Schedule K or Schedule M.)
16. Amouni of line 14 taxable at 15% rote (16) ? • ��n • ��____ x .t 5 = 3 9 0 . �� _
Z (Include values from Schedule K or Schec`ui�� M.)
� 17. Principal tax due(Add tax from line 15 and from line 16.) (17) � �9 4 g . �5
�
� 18. Credits Prior Payments Discount Interest
a -n + -� - �n� - (18) 0 . 00 ---
� 0 . 0�
O 19. If li�e 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19)
X �� - - - . . - -. . . • . . . � .
� I20. If line 17 is greater than line 18, enter the difference on line 20.This,is the TAX DUE. (20) � �p n� • '�5
A.Enter the interesf on the balance due on line 20A. (20A) 2 31 . F 7 __
B. Enter the total of line 20 and 20A on line 20B. This is the BALANCE DUE. (2pg) 3 � 1 R� . 6�
Make Check Payable to: Register of Wills, Agent
' �►���SURE'CQ ANSW�R AE,1.CEUESTiQNS C�N:REVE&S:�S1DE'AN(}XQ RECHEGK MA71{�r4�
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and ztatements, and to the best of my knowledge and belief,
it is true, correct and complete. 1 declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is
based on all infor a io f which reparer has any knowledge.
SI TURE OF PE O RESPONSIBL FI�ING RETURN ADDRE55 DATE
21� Pine Street, ?'. O. Bcx 3�36 , � �
Narrisbur�, pA 1;1t?�
I ATUREOFP EPARER T ERTHANREPRESENTATIVE ADDRESS 218 Pine StTeet� P.�. BOX 8H6 DATE
� � Harrisbur , PA 17108 �7 Z
; - -
d
PLEASE ANSWER THE FOLLOWIOVG QUESTIONS BY PLACING A CHECK IVIARK (,�) IN THE
APPROPRIATE BLOCKS.
' YES ' NO I
�-- _ .
1 . Did decedent make a transfer and: I I,
a. retain the use or income of the property transferred, ....................................... i
x �
b. retain the right to designate who shall use the property transferred or its income, � ' X �
c. retain a reversionary interest or .................................................................... X
d. receive the promise for life of either payments, ben�fits or care? ....................... �
� �
2. If death occurred on or before December 12, 1982, did decedent within two years �
pceceding death transfer property without receiving adequate consideration? If death '
occurred after December 12, 1982, did decedent transfer property within one year of � X I
de a t h w i t h o u t r e c e ivi n g a dequa te consi dera tion? ................................................. '��'�
i ;
3. Did decedent own an 'in trust for' bank account at his or her death?...................... � X !
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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REV-1508EX+ ,z.a�, SCHEDULE E
CASH, BANK DEPOSITS AND
COMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS
INHERITANCE TAX RETURN PERSONAL PROPERTY � Please Print or T 6
RESIDENT DECEDENT __.�__ yp
ESTATE OF �FILi_ NUMBER
Jean L. Cline
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ______
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
l. Shearson Lehman Hutton Financial Management
Account #724-09940-17-375 :
Shearson FMA Cash Fund $21,633 . 41
Certificate of Deposit of First Federal
of Michigan, 8% due 8/31/89 30 ,000 . 00
Accrued Interest 1, 038 . 79
2 . The York Bank - rebate on account #04-11953 179 . 99
3 . Opal ring - per attached appraisal 125 . 00
4 . Marble top lamp table - per attached appraisal 260 . 00
5. Grandmother' s clock 300 . 00
6 . Three 1902 silver dollars at $7 . 00 each 21 . 00
7 . Cash 12 . 68
TOTAL (Also enter on line 5, Recapitulation) $ 5 3 ,5 71. 0 5
(Attach additional 8Ys" x 11" sheets if more space is needed.)
i ii_� �� �n . �
i
REV-1509 EX+ (3-86)
COMMONWEALTH OF PENNSYLVANIA SCHEDU LE F
INHERITANCETAXRETURN �OINTLY-OWNED PROPERT�'
RESIDENT DECEDENT
ESTATE OF '�i FILE NUMBER
Jean L. Cline
Joint tenant(s):
NAME ADDRESS RELATIONSHIP TO DECEDENT
A' Ruth C. Thompson 235 North Second Street sister
Wormleysburg, PA 17043
e.
C.
Jointly-owned property:
LETTER DATE
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VAi.UE DECD'S DOLLAR VAWE OF
NUMBER �OINT �OINT OP AS5ET /o INT. DECEDENT S INTEREST
TENANT
�• A 11/13/8 Dauphin Deposit Bank $3 , 544 ,06 50% $1, 772 . 03
chec]cing acct #61-23-7833
2 . A 1/13/86 Dauphin Deposit Bank 1, 656 . 52 50% 828 . 26
savings acct. #13-6-19705
3 . A 1/25/88 Dauphin Deposit Bank 160 . 00 100% 0 . 00
X-mas club #487461 less
$3000
exe� 'on
TOTAL (Also enter on line, 6, Re�capitulation) $ 2 � 6 n� . 2 9
(If more space is needed insert addifional sheets of s�7me sizeJ
i i � �i■ �
REV-I511 EX+,a-ab, SCHEDULE H
�'����
�:��� FUNERAL EXPENSES,
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES
RESIDENT DECEDENT Please Print or Type
ESTATE OF FII.E NUMBER
Jean L. Cline
ITEM DESCRIPTION AMOUNT
NUMBER
A. FuneralExpenses:
�• Neill Funeral Home, INc . $2 ,426 . 20
2 . Rolling Green Cemetary Co. — remaining unpaid
balance of interment fee 246 . 10
B. Administrative Costs: see waiver of
commission
1. Personal Representative Commissions _ _
Social Security Number of Personal Representative: __.—__
Year Commissions paid
2. Attorney Fees Killidri & Gephart 2 , 800 . 00
3. Family Exemption
Cla�mant Ruth Thompson Relationship sist�r
Address of Claimant at decedent's death
Street Address 235 North Second Street __
City Wormleysburg State PA Z�pCode_17043 2 , 000 . 00
4. Probate Fees Register of Wills , Dauphin County - letters
and short certificates 95 . 00
C. Miscellaneous Expenses:
1• Cumberland Law Journal - estate advertisement 30 . 00
2 . The Patriot News Co. - estate advertisement 82 . 25
3 . Register of Yv'ills - filing fee 15 . 00
4 . Killian & Gephart - reimbursement for costs advanced
Postage $1:95
Long distance
�elephone calls 2 . 11
4 . 06
TOTAL (Also enter on line 9, Recapitulation) $ 7 ,6 9 8 . 61
(If more space is needed, insert additional sheets of s�me size)
WAIVER OF EXECUTRIX' S CC'YN�Ni1 SSION
I, Maria P. Cognetti, the undersi.gn�Ed, Executrix of the
Estate of Jean Louise Cline, do hereb��� w�.ive entitlement to
any Executrix' s commission in any amoi:sn�t. whatsoever for the
services rendered by myself as Executx•i.x. of the Estate of
Jean Louise Cline.
In witness whereof, and intendincy t.c be legally bound
hereby, on this � day of July, 1,�`89 .
� �,�,,,-�.-�,
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r�.�s�, +'�_�r.
.�� �
MARIA �,�' C'C�GN TI
Executr�.x: c�f e Estate of
Jean LoL�.i.sE Cline
Sworn and subscriped before
me on the � day of
July, 1989 .
i i �� �, '�
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�2t.�t.c� ��l�,�t�[�f: �;3Zr'.l,c!;•��"
Notary Public `�'
NO7Al�IAL 8ki�L
ANN MIlHIE�OtdAWi3Z,MOTAAY PUBLIC
� HARRiStIURG,L�AUPKI!#CWNTY
MY COMMISSION EXP;FES DEC.�,1491
MemYer,Penncyhanl�Auoclation of Notaries
REV-1512 E%+ (10-86� �a
; � SCHEDULE I
- DEBTS OF DECEDERfT,
COMMON\YEALTHOFPENNSYLVANIA MORTGAGE LIABLITIES AND L1�'I�S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF � � PILE NUMBER
Jean L. Cline
ITEM DESCRIPTION AMOUNT
NUMBER
�. Individual and Family Services - unreimbursed medical
expenses $ 1�0 . 00
2 . EKG Associates - unreimbursed medical expenses 70 . 00
3 . Central Pa. Cardiac Surgeons - unreimbursed medical
expenses ]_15 . 00
4 . Killian & Gephart - legal fee prior to death 24 . 00
5 . Inners Davis Associates - unreimbursed medical
expen:ses 2 ,915. 00
TOTAL (Also enter on line 10, F:ecapitulation) $ 3 �2 2 4 . n�
(If more space is needed insert additional sheets of same s�ze)
REV�1513 EX+ (2-87)
����'� � SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF VENNSYIVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Jean L. Cline
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTAYE
A. Taxable Beq�ests:
1. Maria P. Cognetti , Trustee of Trust
created under Wi11 for children and
grandchildren
218 Pine Street, P. O. Box �86
Harrisburg, PA 17108 100o Residue
ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR
NUMBER SHARE OF ESTATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $
(If more space is needed, insert additional sheets of same size)
i �. . �.•.�� �
✓ ,
` " REGI3TER OF WILI,3 OF CUMBERLAND COUNTY
REPORT OF 3TATUS OP ADMIIiISTRATION
(For Resident Decedents Dying Aftec July 1. 1984)
ESTATE NO. 21— 8g— 234
Name of Decedent: Jean L. Cline
Social Security Account No.: 162-22-5946
Date of Death: 2/5/88
Name of Personal Representative(s): Maria P. Cognetti, Esquire
Capacity Executor � Administrator c.t.a.
(check one) Administrator Administrator d.b.n.
is the administration of the estate compiete? Yes _ No �
If "yes"� how was the administration ended? (check one)
By court accounting
By aceount stated to parties in interest
Did the parties release the
personal representative?
Other (explain)
Total amount paid to date to creditors and for funeral and $ 10,922.61
administrative expense
1'otal value of distributions to date to beneficiaries $ 0.00
if administration is not complete, estimated value of assets $ 45,948.23
still in administration
NOTE: This status report is due no later than the due date fur filing the Pennsyivania
Inheritance Taz Return or, if no Inhecitance Tag Return is �equired, nine (9) months
after the date of death; if the administration of the estate has not been concluded,
a summary report shall be filed annually thereafter until the edministration is complete.
I certify under penalty of perjury that the foregoing informat�n ' �Correc�, to the
best of my knowledge, information and belief. �
� �:�__� ' � �
Da t e: ,�, .? l , 19� ���C... ' ,�+C-�'' � ,.
Maria P. Cogne ti Perso a Representat�ve
. g ��I�KX��$�
'R�is report must be signed by the personal representative, oc one of them when more --
than one, or by eounsel for the estate.
✓
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�! �iEV-1547 EX (12-88) *
COMMONWEALTH oF PENNSVLVANIA �; . � �'n�� �! NOTICE OF INHERITANCE TAX
DEPARTMENT oF ReveNue ' �� y i ` ��� APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ACN 101
BUREAU OF INDIVIDUAL TAXES ..t� - ��9`F'
DEPT. 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX
HARRISBURG, PA 17728-0601 DATE 09-2 —89
ESTATE OF CLINE JEAN FI�E N0. 21 88-0234
DATE OF DEATH 02-05-88 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS tJOTICE WITH YOUR TAX
PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT".
REMIT PAYMENT TO:
MARIA P COGNETTI ESQ REvISTER OF WILLS
KILLIAN & GEPHART CUMBERLAND CO COURT HOUSE
PO BOX 886 CARLISLE, PA 17013
HBG PA 17108 Amount Remitted
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1547 EX (12-88)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CLINE JEAN FILE N0.21 88-0234 ACN 101 DATE 09-25-89
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X ) CHANGED — SEE A'�.'ACH�NOTIG�
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE �'f-� � -_��
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN c" ;n �'�'
1. Reai Estate lSchedule A) ( 1) •Orfl,`.-. "u
2. Stocks and Bonds (Schedule B) ( 2) •�4•- N �
3. Closely Held Stock/Partnership Interest (Schedule C) t 3) •�4 '
4. Mortgages/Notes Receivable (Schedule D) f 4) .00 "�
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) 53,571.�5 ''�
6. Jointly Owned Property {Sched�le F) ( 6) 2,600.29 �
7. Transfers (Schedule G) ( 7) .00
8. Total Assets ( 8> 56,171.34
APPROVED DEDIJCTIONS AND EXEMPTIONS:
9. Funerai Expenses/Administrative Costs/Miscellaneous
Expenses (Schedule H) ! 9) 5,698.61
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,224.00
1 1. Total Deductions (1 1) 8,922.61
1 2. Net Value of Tax Return t 12> 47,248.73
13. Charitable/Governmental Bequests lSchedule J) (13) .00
14. Net Va�ue of Estate Sub ject to Tax (14) 47,248.73
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 taxable at 6% rate (15) 44,648.73 X.06= 2,678.92
1 6. Amount of line 14 taxable at 15% rate (16) 2 r 600.00 X.15= 390.00
17. Principal Tax Due (17) 3,068.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST (—)
07-24-89 492464 241.10— 3,180.62
INTEREST IS CHARGED FROM 07-25-89 TO 10-10-89 TOTAL TAX CREDIT 2 939. 2
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 129.44
REVERSE SIDE OF THIS FORM.* INTEREST 3.04
* IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE 132.48
OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)
. . i ui.. ,�� �i■. . �
� REV-1470 EX(6-AA! �` �
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
' HARRISBURG, PA V128-0601
IDECEDENT'S NAME FILE NUMBER
� .t�Si2 T�.. C's zTtP, ��g.+�_-����
ACN
i�l
SCHEDULE N� EXPLANATION OF CHANGES
,. �--� '�"'�e clai.m for the family �.xe�s��ti�n +aas been di:.a;�'� �o;,;ad. The claimanr mu:;t
_ _
�:e a parent , a sp�c�u::e c�r �� et�ild liv��? in r_t��.� �.af�te hc�u�etao2d as the d�±ce—
el�nt �u of t��e date ts� deat':�, _
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REV-1�47 EX (12-88) �
COMMONWeALTH oF PeNNsv�vama �� � �` ,.�;�_ NOTICE OF INHERITANCE TAX IACN 101
ocPARTMEnT oF REVENUc APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
.,.s:4Y'_'
BUREAU OF INDIVIDUAL Taxes t`"z��-�� - OF DEDUCTIONS, AND ASSESSMENT OF T� DATE 09-2 -89
UEPT. 280601
HARRISBURG, PA 17128-060t
JEAN FILE N0. 21 88-0234
ESTATE OF CLINE COUNTY CUMBERLAND
DATE OF DEATH 02-05-88
NOTE� PAYMENTRTOPTHEEREGISTER OF WILLSACCMAKE CHECKIPAYABLEPTOR"REGIS�TER OFTWILLS TAGENTITH YOiJR TA
REM{T PAYMENT TO:
REGISTER OF WILLS
MARIA P COGNETTI ESQ CUMBERLAND CO COURT HOUSE
KILLIAN & GEPHART CARLISLE, PA 17013
� PO BOX 886
HBG PA 17108 Amount Remitted
r ��� y
CUT ALONG_THIS LINE_ _ _ __ "�_ RETAIN_LOWER PORTION_FOR YOUR RECORDS �
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Ml�ri� �'. Ccaqnett i, Esc�. ---
Kil�..a.�.n b G��har�
�:1� P�.n� �tree�, ----
P. C}. I3eax 88G
H�;rr�.:�b�arc�, P� 17�t3E3 —_
- FOLD HERE FOLD MEfi
ESTATE INFORMATION:
� FILE NUMBER --.--
��M��M���
� NAME OF DECEDENT (LAST) (FIRST) (MI) ___
�.'�.L171E3 cTE.^'t�X2 .�+d�i11.at3
� DATE OF PAYMENT ---
, �}�4C��c3.,� �. �.$$�
� POSTMARK DATE _—.—
���"CS�'E3:�" � , .����
,COUNTY
� L:t1P11�3��.�.c.'YTld
DATE OF DEATH
$ F'��`4"`��� �' ���� � TGTAL AMOUNT PAID ��-�� ���
REMARKS
S. �. #��.fi2-22--5�46
SEAL . , �,.
� RECEIVED BY;��� �� l � '
.�$'IGNATURE
���78�����F�I��� �
� �_____��..�._. y�y� --�_____-�.`.��---..
--------------- ��I�!'.'ll��`
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JREV-1607 EX (12-88) +Q f'�
COMMONWEALTH OF PENNSYLVANIA ���r�� + , ACN
DtPARTMENT OF REVENUE y ���i INHERITANCE TAX 101
BUREAU OF INDIVIDUAL TAXES �� ����-
�ePr. 2eoso� �""`�'���"—'� � STATEMENT OF ACCOUNT
HARRiSBURG, FA 17126-06U1 DATE
10-30-89
ESTATE OF CLINE JEAN FILE N0. 21 88-0234
DATE OF DEATH 02-05-88 COUNTY CUMBERLAND
NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT
TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: �
MARIA P COGNETTI ESQ REGISTER OF WILLS
KILLIAN & GEPHART CUMBERLAND CO COURT HOUSE
PO BOX 886 CARLISLE, PA 17013
HBG PA 17108
Amount Remitted
CUT ALONG THIS LINE '� RETAIN LOWER PORTION FOR YOUR FILES '�
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
REV-1607 EX (12-88) ** INHERITANCE TAX STATEMENT OF ACCOUNT **
ESTATE OF CLINE JEAN FILE N0. 21 88-0234 ACN 101 DATE10-30-89
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN
BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND,
IF APPLICABLE, A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-18-89
PRINCIPALTAX DUE:................................................................................................................................................... 3.068.96
PAYMENTS (TAX CREDITS): �t ; � -T;,.�'.�
PAYMENT REC,EIPT DISCOUNT (+) AMOUNT PAID — l
DATE NUMBER INTEREST (-) � �'
07-24-89 492464 241.10- 3,180.62 -- 1
I10-04-89 492710 2.81- 132.48 �
�
�
�
II
TOTAL TAX CREDITS
3,069.19
BALANCE OF TAX DUE ,23CR
INTEREST .00
TOTAL DUE .23CR
* IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CA�CULATION OF ADDITIONAL INTEREST
(IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREQIT" (CR), NO PAYMENT IS REQUIRED)
. .. a.�, _ . �,
� ' REGISTER OF WILLS OP CUPo��ERLAHU COUNTY
REPORT OF STATUS OF ADMIAIISTRA'T'ION
(For Resident Decedents Dying After July 1, 1984)
REGQ��:G.-�;..��'�`i;^`_ ;r
ESTATE NO. 21- ��- 234 � ':.R''=E.' "F ;,�i I `;:.
'91 FE8 21 Al�? �'`�
Name of Decedent:���n��Cl ; nP ______._.
C L F I�-i7; ( �:_,��� , �� � �,�i
Social Security Account No.: ���_��_��� CL't•tf'sErt"LAEJCI C`i.,r;;,
Date of Death: 2/5/88
Name of Personal Representative(s): Mari a _p.�.._('�gnetti i F.s(�ti i rP
Capacity Executor g _ Administratc7r c.t.a.
(check one) Administrator Administrator d.b.n.
Is the administration of the estate complete? Yes X __ No
If "yes", how was the administration ended? (check car�e)
By court accounting _
By account stated to parties in interest X
Did the parties release the _ X
personal representative?
Other (explain) ._
Total amount paid to date to creditors and for funeral �nd $ 13,714.81
administrative expense
Total value of distributions to date to beneficiaries $ 49,188.79
If administration is not complete, estimated value of as�ets $
stiil in administration
NOTE: This status report is due no later than the due date �'crr filing the Pennsylvania
Inheritance Tag Return or, if no Inheritance Tax Return is requiced, nine (9) months
after the date of death; if the administration of the estate has not been conciuded,
a summary �eport shall be filed annually thereafter until the administration is complete.
I certify under penalty of perjury that the foregoing inforr�ation is correct to the
best of my knowledge, information and belief
Date: r-�IC� • Z�� , 19`''► � � `��_`"��� -
,
� ��� ����
J.A. La�man, Jr: Attorry� for F.state
'Riis report must be sgned by the personal representatirre, c�c° one of them when more
v than one, or by counsel for the estate.