HomeMy WebLinkAbout01-0456
Estate of R.
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~\ - 0\- 4-Sl,a
Russell Drane
No.
To:
Register of Wills fpr the
Deceased. County of Cumber .land in the
Social Security No. 492 -1 2 - 6 6 8 6 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(X), who isia:ec18 years of age or older an the execut rix
in the last will of the above decedent, dated October 6
~g~~A9~d
named
, 19~
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland
his last family: or l'rincifal residence at 1 297
Townshi Cumber and Count PA
Decendent, then 80 years of age, died A pr i I 2 7 ~~ 2001,
~ Harrisburg Hospital, Harrisburg, PA
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: no exceptions
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:
17,000.00
$
$
$
$
WHEREFORE, petitioneIt;) respectfully request(s) the probate of the last will am4xooJii:cii(x)
presented herewith and the grant ofletters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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J. ou rane
1297 Kelton Road
Camp Hill, PA 17011
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAND J
The petitioner(Slabove-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{f;) and that as personal represen-
tative(]Q of the above decedent petitioner(sJ will well and truly administer the estate according to law.
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~o. 21 - 01 - 456
Estate of
R RUSSELL DRANE
, Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW MA Y 8, x~ 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 OCTOBER 6, 1998
described therein be admitted to probate and filed of record as the last will of
R RUSSELL DRANE
TESTAMENTARY
J LOU DRANE
and Letters
are hereby granted to
FEES
$ 50.00
$ 3.00
: 18.00
5.00
TOTAL _ $ 76.00
Filed.... ~.J\X. ?'" .~99.1..................
Probate, Letters, Etc. .........
Short Certificates(1 ) . . . . . . . . . .
Renunciation ................
X-Pages
JCP
Called attorney on 5-8-01
MARY CLEWIS
JAMES D DAY
AlTORNEY (Sup. Ct. I.D. No.)
~401 NORTH FRONT STRFFT SlJ TTE 100
ADDRESS
HARRISBURG PA 17110
PHONE
(717) 230-0622
H10).H05 REV 9/86
This is to ct'rtify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
P 7297436
11,,11/""""'''''''''
IIIIIII~~\.'\\ OF PEi;----__
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Local Registrar
Fee for this certificate, $2.00
MAY 0 1 Z001
No.
Date
. i43 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT (flrSl. MKde, Lasz)
1.
AGE (LasI &r1hd8vl
UNDER 1 YeAR
__ Doys
R. Russell Drane
UNDER 1 OM
HounI I ........
SEX
2. Male
STATE FILE NUMBER
SOCIAL SECURITY NUMBER
3. 492 12 - 6686
DRE OF DEAfH .-.oIl. Dov. '-1
4. April 27, 2001
).
.. Dauphin
DECEDENT'S USUAL 0CCtJI'Ill00H
(G!Yo lundal_k___
t1n~~"1ter"od) Life
11 11~
DECEDENT'S MAILING ADOREsa (SIt.... c.ty/1Own.~. Zop~l
1297 Kelton Road
Camp Hill, PA 17011
11.
FRHER'S NAME (1'..1. MKldIe. LasI)
...Harrisburg City Id.
KIND OF BUSlNES8IINOUSTRY
IIIRTHPlACE (CoIy....
SIal. 01' fore.gn Counbyl
PlACE OF DEAfH ~ only one _ _UChOffl on _ oooOt
HOSP'_: OTHER:
I~_ eg ER/OuqlaI_ 0 !lOA 0 :::::0 0
:=""1 0
80
v...
Harrisburg, ~
1.
FACIUTV NAME (If noIlf\5tlUlOO. QN'8 slrNt and numbefl
..
COUNlY OF DEAfH
Insurance
DECEDENT'S
ACTUAL
RESIDENCE
1See-
on 0Ihef SIde)
Harrisburg Hospital
WI\S DECEDENT EVER IN DECEDENT'S EllUCRlON
U.S. ARMEDFOIlCES?
...~ NoD
~
(().12)
CaIogo
(,-4 or 5+)
C;... 14.
I1cH..__..
IUoRmu.SWUS._
No___
~~
Married
RACE. American....... sa.ck. whit.-. etc.
(SpayI .
White
5URVMNG SPOUSE
Itt.....gMI__
13.
Nicholson
",._
Ppnm:::y'",;m; ~
DId
-
...in.
Cunberland -......? 11_.0 ::;;.,.--:::.-.:::..
IotOTHER'S NAME (F.... ModdIo. _ Sumamo)
~
111>. Cou
~,
Thanas E. Drane
Irene Elliot
J. Lou Drane
1903 Mkt St, CH~ PA 17011
ORE SIGNED "
(Mcnr\. Dov. -I
230.
WI\S CASE REFERRED 10 MEDICAL EXAMINERICORONER'I
_0 oWOl
11.
INfORMANT'S NAME (TypolPr..)
D1POe1TION
O ......x:s ~ 0 _lIh..._D
_ Oohof (Spoc;
21L
SlOHIlJIJRE OF FUNERAL SER lICENSE NULI8ER
22b. 012755-L
the but of my knowtedgll. death oa:urred allhe bme. date and ptace stated.
(5ignoIuro _ Tolle)
230.
TIME OF DERH
..
PART.: Oohof~_--.a.._.bul"
not ruuIlng in..... undIftytng~ g;v.n in PART I.
24.
27. MIlT I: Enter the di....... injuries Of c:ompIicahona which caUMd lhe death. Do
UIt onty one caUMt on each line.
l :
_.
WERE AUlOPSY FINlllNGS
-.....alE PIItOR 10
COMP\.ET1ON OF CAUSE
OF DEAfH?
DUE 10 (OR AS A cONseauENCE OF),
MANNER OF DEATH
DREOFINJURY
(Monlh. Day, 'Mar)
lIME OF INUURV
INUURV R WORK?
DESCRIBE HOW INJURY OCCURRED.
Accident
Pending lnvesligation
o
o
o PlACE OF INJURV . AI homo. farm. _.1_. _ M.
building. Me. tSpecllvl
_.
... 0 NoD
-
[l{
o
o
Hom;cido
NatUlal
'MEDlCAL EXAMINER/CORONER
On Ute basi. of ...mina1lon and/or Iny.eUs..lon, in my opinion. de.th occurr.d at the lime, d.... and place. .nd due to the C8uH(e) and
............. ...ted.. . . . . . . . . . . . . . . . . . . . . . . . . . , , . . . .. ..,..................... ......................................
:a,..
REGIST
SKlNATU/,!~
~I / Pl/l' I
~'/JI.P ~r117d'f .l
.....0
NoD
Could noc be delermined
... 2..
CEJI1IF11R ICheck oniy onel
eCERTWVlNG PHYSICIAN IPhySCliln cerllfylOg cause of death wtler another phvSlCIiln has p10n0unced deilltl ana Complt!led Item 231
To the..... of my know"'.. de.... occurred due to the cauu(s).nd manner .. ...ted. . . . . . . . .. .............
21.
"PRONOUNClNG AND CERT&fY'*1 PHYSICIAN (PhySICian both j.)fOf1OUfoCing oealh clod Cef1dV10910 cause of deattl)
To"" bHI of my knowledge, dealhOCCurrM.t the Ume. ute. and place. anei due to ....cau....)and manner.. .tated..............
34.
LAST WILL AND TESTAMENT
ill:
R. RUSSELL DRANE
I, R. RUSSELL DRANE, now of Camp Hill, Cumberland County, Pennsylvania,
do hereby declare this to be my Last ~\Vill and Testament and hereby revoke all prior Wills and
Codicils made by me.
ITEM I. I direct that all of my just debts and funeral expenses, including the cost
of my gravemarker, if any, shall be paid from my residuary estate as soon as practical after my
decease as a part of the administrative expenses of my estate.
ITEM II. I give and devise all of my estate of every nature and wherever situate
to my wife, 1. LOU DRANE.
ITEM III. Should my wife, J. LOU DRANE, predecease me or die on or before
the thirtieth (30th) day following my death, I give and devise all of my estate as follows:
A. I give three (3%) percent of my net estate, before inheritance and/or estate
taxes, unto the MARKET SQUARE PRESBYTERIAN CHURCH, Harrisburg, Pennsylvania.
B. I give two (2%) percent of my net estate, before inheritance and/or estate
taxes, unto ALPHA GAMMA RHO FRATERNITY, UNIVERSITY OF MISSOURI, Columbia
Missouri.
/Z.~r~.~
R. Russell Drane
C. I give and devise all of the rest, residue and remainder of my estate of
every nature and wherever situate in equal shares to my brothers and sisters and my wife, J. Lou
Drane's, brothers and sisters, or their issue, per stirpes.
ITEM IV. GUARDIAN OF MINORS' EST ATE: If any income or principal
shall be payable to any person who shall be under the age of twenty-one (21) or who shall be
incapacitated for any reason, my personal representative, as trustee, shall hold such income and
principal for such beneficiary until the age of twenty-one (21) or during incapacity and shall be
entitled to apply such income and principal to the health, maintenance, support and education of
,
such person without the appointment of any guardian or committee or any authority of court, and
shall be entitled to make direct application hereunder or to make application by payment thereof
to the parent or other person in charge of such person, or to his or her guardian or to a custodian
under the Uniform Transfers to Minors Act. Any remaining income and principal to which such
person shall be entitled shall be paid and distributed to such person upon attaining the age of
twenty-one (21) or upon the termination of incapacity.
ITEM V. I appoint my wife, J. LOU DRANE, Executrix of this my Last Will and
Testament. Should she fail to qualify or cease to act in such capacity, I then appoint JAMES D.
DAY, Gardners, Pennsylvania, First Contingent Executor of this my Last Will and Testament.
Should he fail to qualify or cease to act in such capacity, I then appoint DAUPHIN DEPOSIT
BANK AND TRUST COMPANY, Harrisburg, Pennsylvania, Second Contingent Executor of
this my Last will and Testament. No bond shall be required by my personal representative(s) in
any jurisdiction. Should James D. Day be my personal representative, I direct that he be
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I ~o ~p ! ..-JL-f?
-1' sell Drane
2
compensated for his services as such on the same basis as a corporate fiduciary would be
compensated.
ITEM VI. In addition to the powers given by law to my personal representa-
tive( s) and trustee( s) [hereinafter fiduciaries] in the administration of my estate and of any
trust(s) created herein, they shall have the following discretionary powers applicable to all real
and personal property held by them, including property held for minors, effective without court
order until actual distribution.
A. To retain any property owned by me at my death and to invest any funds held
by them in any stocks, bonds, notes or other securities or property, real or personal, including
common trust funds, mutual funds and money market deposit accounts operated or offered by my
corporate trustee, if any, or any affiliate of it.
B. To sell or otherwise dispose of any property, real or personal, at any time
forming a part of my estate or the trust estate, for cash or upon credit, in such manner and on
such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the
application of any monies paid.
c. To manage, operate, repair, improve, mortgage or lease for any term [even if
beyond the duration of the trust( s)] any real estate at any time held or owned by them as
fiduciaries.
D. To hold investments in the name of a nominee and exercise and dispose of
warrants.
R &Wb-!f ~
R. Ru ell Drane
3
E. To engage in litigation and compromise, arbitrate or abandon claims and
property .
F. To conduct any business in which I am engaged or in which I have an interest
at the time of my death for such period as the fiduciaries deem advisable, with the power to
borrow money and to pledge the assets of the business and to do all other acts which I, in my
lifetime, could have done, or to delegate such powers to a partner, manager or employee without
liability for any loss occurring therein.
G. To allocate items of receipt or disbursement between principal and income as
the fiduciaries deem equitable regardless of the character given such items by law; to distribute in
cash or kind or partly in each at valuations fixed by the fiduciaries.
H. To borrow money, including the right to borrow from any corporate trustee, if
any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee.
I. To join in any merger, reorganization, voting trust plan or other concerted
action of security holders, and to delegate discretionary duties with respect thereto.
J. Should the principal of any trust herein provided for be or become too small in
trustee's opinion so as to make establishment or continuance of the trust inadvisable, my
trustee(s) may make immediate distribution of the then remaining principal and any accumulated
or undistributed income outright to the person or persons and in the proportion they are then
entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise
have an interest as succeeding income beneficiary(ies) or in remainder shall cease.
~ f.~~
R. :f{ug5ell Drane
4
K. In general, to exercise all powers in the management of the assets of my estate
or the trust estate which any individual could exercise in the management of similar property
owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to
execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary
or proper to carry out the purposes of this will or any trust(s) created herein.
1. To apply income or principal to which any beneficiary is entitled, directly for
his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary
incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the
same to such person or persons as the fiduciaries select to disburse it, whose receipt shall be a
complete acquittance therefore without the intervention of any guardian.
M. To assume continuance of the status of any beneficiary with reference to
death, marriage, divorce, illness, incapacity or other change in the absence of information
deemed reliable without liability for disbursements made on such assumptions.
N. All principal and income shall, until actual distribution to any beneficiary, be
free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may
not be liable for any levy, attachment, execution or sequestration while in the hands of any
fiduciaries. Provided, however, any beneficiary may assign any part or all of the beneficiary's
interest in my estate or the trust(s) to anyone or more of the beneficiaries or my descendants.
~
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day
of (9 ~)~J>998,
~'~~/~
R. Rus ell Drane
5
The preceding instrument, consisting of this and five other pages, identified by the signature of
the testator, was on the day and date thereof signed, published and declared by R. Russell Drane
the testator therein named, as and for his last Will, in the presence of us, who, at his request, in
his presence, i ~/ e of each other, subscribed our names as witnesses hereto.
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6
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
: SS.
COUNTY OF DAUPHIN
I, R. RUSSELL DRANE, 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, that I signed it willingly, and that I signed it
as my free and voluntary act for the purposes therein expressed.
l~. ,,<It/' D~
R. Ru sell Drane
Sworn or aW.~_ed to and acknowledged before me, by R. Russell Drane, testator,
this /..; -In day of Jl en 1H t' , 1998.
~ ..>D Ku:i
Notary Pubhc
My Commissio
.. NOTARIAL SEAL
HOllY S. KIRK, Notary Public
Harrisburg, Dauphin County
My Commission Expires Feb. 15,1999
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA:
: SS.
COUNTY OF DAUPHIN
We, (Lchaul " Pia Gu.j Gn~ Wi U,CtY1 K WU-j,hi- , the
witnesses whose names are signed to the attached or foregoing instrument, being uly qualified
according to law, do depose and say that we were present and saw testator sign and execute the
instrument as his last Will; that he signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the
testator signed the Will as witnesses; and that to the best of our know e the testator was at
that time 18 or more years of age, of sound mind and underJlO cons mt od~ nce.
.-.-.'
---
'-
Sworn to and subscribed before me this lj--Iry day of Oc-fofxt'
,1998.
NOTARIAL SEAL
HOllY s. KIRK, Not~ Public
Harrisburg, Dauphin County
My Commission Exp. ~ Commission Expires Feb. 15, 1999
E
--
Date of Death:
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
R t{ 55.e II /?, 1ran~
#fr(' / (J. 7 ~
a~(
AdminN<;>..: ;'!-CJI-O~S-6
Name of Decedent:
Will 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
Name
Address
1: J C) f.L bf"d,z.p
i;?cr? f(-€/~ f(~ (eL,)/,/ t?~/70//
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: ~ 0tY&!!J('
~&/7-
gnature
J;",.e 5 j) ,~~
Name
'-I J- 3 I G r II .; /.p IiltJ
Address G tt r/rt #,~ / #-) ~"3;1 Y
~ 17- ~5J'6 -') >f/~
Telephone
Capacity: .B-Personal Representative
o Counsel for personal representative
/6-~9~'?
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCT~ONS AND ASSESSMENT OF TAX
RecorC'0[~ \i\1;li,~1
ReclI':)':: ,. H..., DATE
~ ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
om
NO~ 16 f\n:51
JAMES D DAY
NEW YORK LIFE
3401 N FRONT ST
HBG
rPlerk.< \..:0.. PA
1~;F,'Yl~~rlanG
11-12-2001
DRANE
04-27-2001
21 01-0456
CUMBERLAND
101
'*
REV-1547 EX AFP 112-001
R R
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 ~
ifEV'=iS'4,-ix-AFP--n"2':ooY"NoT"ici--OF-YtiHiiiiTANCE-TA"X-APPRAisiif€NT~--AL1-oWANCE-(fR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DRANE R R FILE NO. 21 01-0456 ACN 101 DATE 11-12-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. AlIOunt of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly ONned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
22,516.12
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this forll Nith your
tax paYllent.
22,516.12
(11)
(12)
(13)
(14)
11 .556 00
10,960.12
.00
10~960.12
(9)
(10)
lL556.00
.00
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
10~960.12 X
.00 X
.00 X
.00 X
(19)=
TAX CREDITS:
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 $l~ NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
s'L
Rec()rn;-'r~ of
RegI~;i'~ '
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992) '01 0 Jell P 1 :29
Name of Decedent: R Russell Drane
Date of Death: 4/27/2001
Clerk..
Cumbe;
-- .....~. ,.J. i
PA
File No. :
21-2001-456
Social Security No.: 492-12-6686
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to
completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X
No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representativejile ajinal account with the Court?
Yes_
No ~
,
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account informally to the parties in interest?
Yes
No$
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may befiled with the Clerk of the Orphans' Court and may be attached to this report.
Date:/J- /&~-O I
Signature:
Name:
Address:
REV-1500EX(6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
~{Q-~q- ~
REV-1500
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
<?
DATE OF BIRTH (MM-DD-YEAR)
('(fl
DATE OF DEATH (MM-DD-YEAR)
(9 Ii - ? - ,;)<9& I () 5" - I
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL)
D('Cl n e.. j, 19 "L
o
<)1-
c./
OFFICIAL USE ONLY
----",.,""--------~----------,.-
FILE NUMBER
!il-L-~.1
CQUNTYCQDE YEAR
c2CJ!iS-C
NUMBER
~1.0riginaIReturn
o 4. Limited Estate
J:8[ 6. Decedent Died Testate (iI.\\2cr. Cop'j III V'liII)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-62)
D 7. Decedent Maintained a Living Trust (Anach oopy 01 Tlust)
D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1.95)
SOCIAL SECURITY NUMBER
'-If /J-
6G$ r
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
-
o 3. Remainder Return (date of death priOI to 12-13-82)
D 5. Federal Estate Tax Return Required
8. To\al Number 01 Safe Deposit Boxes
o 11. Election 10 tax under Sec. 9113(A} (il.ttachSch OJ
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COMPLETE MAILING ADDRESS (I.. -.L-.,L
7'1(')( iV. ,/'OY/-I :5// 5!e 100
H<et"Y'/56to;Y1 fJ/l- /'7//0
(1) OFFICIAL USE ONLY
(2) 'l~ ~/ b. /:2
(3)
(4)
(5)
(6)
(7)
(B) ;};), 'JI{,.I;)..
I~ ?'F c... .tfJo I
(9)
(10)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule DJ
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jolntly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule
Gross Assets (total Lines 1-7)
(11)
(12)
(13)
II,Jyt:J?C90
,
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Uens (Schedule I)
11. Total Deductions (total Lines 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15_ Amount of Line 14 taxable at the spousal tax /(9 C?~{fJ,12
rate, or transfers under Sec. 9116 (a)(1.2) I x,O_ (15)
16_ Amount of Line 14 taxable at lineal rate x.O_ (16)
17_ Amount of Line 14 taxable at sibling rale x .12 (17)
18_ Amount of Line 14 taxable at collateral rate x .15 (18)
19_ Tax Due (19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(14)
cQ. C90
to. 6'-0
Decedent's Complete Address:
STREET ADDRESS
CITY
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,c90
Total Credits (A + B + C ) (2)
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
TotallnteresUPenalty ( 0 + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + SA. This is the BALANCE DUE.
(SA)
(5B)
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: Yes
a. retain the use or income of the property transferred;.......................... ............................................................... D
b. retain the rightto designate who shall use the property transferred or its income;........ .................................. D
c. retain a reversionary interest; or.... ................................ ... ................................................................................ D
d. receive the promise for life of either payments, benefits or care? ...................... ............................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. 0
3. Did decedent own an "in trust fo( or payable upon death bank account or security at his or her death? .............. D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...... . ...................... ................................................................... ................... 0
No
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B
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, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which pre parer has any knowledge.
SIGNATU~~SON RESPONSIBLE FOR FILING RETURN
3- \R~ ~ k ... - - n -
ADDR S
c<(
DATE lA7k
V-/ -~rY&1
6/&
DATE
f2/. /Ct'? f/"'N'-;,hu"f' P#- /7//1"J
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~9116 (a) (1.1) (i)].
For dales 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even jf
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-'S11 EX. <'2-99) .
. '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF R. R U:>.5 ell [)rQ/7€-.
FILE NUMBER
~<9 1- (JJ(!)<l5' 6
ITEM . .'C'.'C'
t1UMBER . .. DESCRIPTION . AMOUNT
A. FUNERAL EXPENSES:
,. .:z;, ,4rn/11~/7 T ?'C?-
). -e #i>r1,1t I' if Go
()1at-lSC? /-€.<l.m 3/~~?
Flc> vv-e y";; /-.6Jr:!)
C a<;;{el t C /<'I'J Y !J. "f $"0
run""!..&( ( I
'3, ;;Z '1~
Va5e L{tJc:J
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Aepresentalive(sl
Street Address
CIIy Stale _Zip
Year(s) Commission Paid:
2. Attorney Fees 1'10
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
Cily State ~ Zip
Relationship of Claimant to Decedent
4. Probate Fees 76
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
TOTAL (Also enter on line 9, Recapilulation) $ 1/, Y~0
Debts 01 decedent must be reported on Schedule 1.
(It more space is needed. insert additiOl'lal sheets of the same size)
MV-_Ill'(l-17)
. COM~_
DTATII CIl' /I
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ty 411.-
8TOC1C8 . IIOrIDe
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AII,....'plr.YjoIIAI) __I......rfllltaf_f'h...~.........~ rat "011--"'- .. F.
ITEM _. VALUE AT DAlE
N\JL1UI\ DESaIIPTIOtl UNfTVAlUE
---:-- OF DEATH
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MainStay
. ::Jment
Management LLC
MainStav Shareholder Services
P.O. Box 8<1.01
Boston. MA 02:66-3401
800 MainStay 300624-6782
July 20, 2001
JAMES D DAY
NYLIFE SECURITIES INC
3401 NORTH FRONT ST 1ST FLOOR
HARRISBURG PA 17110-1462
REFERENCE: 01015263
MAINSTAY VALUE FUND B
ACCOUNT NUMBER 79837686 (CLOSED)
R RUSSELL DRANE
Dear Mr. Day:
I am contacting you concerning the request for information about
the above referenced MainStay account registered to R. Russell
Drane.
The information provided in the table below represents the date
of death values as of April 27, 2001.
I Account Number I
I 41-7837686 I
Total Shares
1 154.673
Net Asset Value I Total $ Amount I
$19.50 I $22 516.12 I
The value of the account can be determined by multiplying the
total number of shares by the NAV. Fluctuations in the value of
your account will occur based on the fluctuation in the net
asset value of the Fund.
If you have any questions, please contact MainStay Shareholder
Services by calling 1-800-MAINSTAY. A representative will be
happy to assist you.
Sincerely,
~~
Nancy Jurgrau
Correspondent
CC: J LOU DRANE
MainSl">, Shilfenoldar Services is a diVision of NYLlM Smvlce C'lflpdllY, .1 R~g'SI~rp.d
Transfer Agent ,3nd affili,lla 01 New York life Investmflnl MaJ1;)(J""lOJnt LLC
WHEREAS, on the 8th
dated October 6th 1998
was admitted to probate as the last will of DRANE R RUSSELL
(LA~l, rlK~l, M1UUL~)
late of LOWER ALLEN TOWNSHIP CUMBERLAND County, who died on the
27th day of April 2001 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to J LOU DRANE
who has duly qualified as Executor (rix)
and has agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 8th day of May 2001.
OPy
Register of Wills of CUMBERLAND County, Pennsylvania
Certificate of Grant of Letters
No. 2001-00456
PA No. 21-01-0456
ESTATE OF DRANE R RUSSELL
\LA~l, rlK~l, MiUUL~i
Late of LOWER ALLEN TOWNSHIP
CUM~~KLANU CUUNIY,
Deceased
Social
day
Security
of May
2001 an instrument
No. 492-12-6686
* *NOTE* * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
"
LAST WILl, AND TESTAMENT
ID'.
R. RUSSELL DRANE
I, R. RUSSELL DRANE, now of Camp Hill, Cumberland County, Pennsylvania,
do hereby declare this to be my Last Will and Testament and hereby revoke all prior Wills and
Codicils made by me.
ITEM I. I direct that all of my just debts and funeral expenses, including the cost
of my gravemarker, if any, shall be paid from my residuary estate as soon as practical after my
decease as a part of the administrative expenses of my estate.
ITEM II. I give and devise all of my estate of every nature and wherever situate
to my wife, J. LOU DRANE.
ITEM III. Should my wife, 1. LOU DRANE, predecease me or die on or before
the thirtieth (30th) day following my death, I give and devise all of my estate as follows:
A. I give three (3%) percent of my net estate, before inheritance and/or estate
taxes, unto the MARKET SQUARE PRESBYTERIAN CHURCH, Harrisburg, Pennsylvania.
B. I give two (2%) percent of my net estate, before inheritance and/or estate
taxes, unto ALPHA GAMMA RHO FRATERNITY, UNIVERSITY OF MISSOURI, Columbia
Missouri.
(J )
,\ . /).i.-t-U-J'( lj)iL.~
R. Russell Drane
C. I give and devise all of the rest, residue and remainder of my estate of
every nature and wherever situate in equal shares to my brothers and sisters and my wife, J. Lou
Drane's, brothers and sisters, or their issue, per stirpes.
ITEM IV. GUARDIAN OF MINORS' ESTATE: If any income or principal
shall be payable to any person who shall be under the age of twenty-one (21) or who shall be
incapacitated for any reason, my personal representative, as trustee, shall hold such income and
principal for such beneficiary until the age of twenty-one (21) or during incapacity and shall be
entitled to apply such income and principal to the health, maintenance, support and education of
such person without the appointment of any guardian or committee or any authority of court, and
shall be entitled to make direct application hereunder or to make application by payment thereof
to the parent or other person in charge of such person, or to his or her guardian or to a custodian
under the Uniform Transfers to Minors Act. Any remaining income and principal to which such
person shall be entitled shall be paid and distributed to such person upon attaining the age of
twenty-one (21) or upon the termination of incapacity.
ITEM V. 1 appoint my wife, J. LOU DRANE, Executrix of this my Last Will and
Testament. Should she fail to qualify or cease to act in such capacity, I then appoint JAMES D.
DAY, Gardners, Pennsylvania, First Contingent Executor of this my Last Will and Testament.
Should he fail to qualify or cease to act in such capacity, I then appoint DAUPHIN DEPOSIT
BANK AND TRUST COMPANY, Harrisburg, Pennsylvania, Secpnd Contingent Executor of
this my Last will and Testament. No bond shall be required by my personal representative(s) in
any jurisdiction. Should James D. Day be my personal representative, I direct that he be
)
-1~~s~IID:~eCL~'fi-k
2
compensated for his services as such on the same basis as a corporate fiduciary would be
compensated.
ITEM VI. In addition to the powers given by law to my personal representa-
tive(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of any
trust( s) created herein, they shall have the following discretionary powers applicable to all real
and personal property held by them, including property held for minors, effective without court
order until actual distribution.
A. To retain any property owned by me at my death and to invest any funds held
by them in any stocks, bonds, notes or other securities or property, real or personal, including
common trust funds, mutual funds and money market deposit accounts operated or offered by my
corporate trustee, if any, or any affiliate of it.
B. To sell or otherwise dispose of any property, real or personal, at any time
forming a part of my estate or the trust estate, for cash or upon credit, in such manner and on
such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the
application of any monies paid.
C. To manage, operate, repair, improve, mortgage or lease for any term [even if
beyond the duration of the trust(s)j any real estate at any time held or owned by them as
fiduciaries.
D. To hold investments in the name of a nominee and exercise and dispose of
warrants.
R &uw-Pf QA.~
R. Ru ell Drane
3
E. To engage in litigation and compromise, arbitrate or abandon claims and
property .
F. To conduct any business in which I am engaged or in which I have an interest
at the time of my death for such period as the fiduciaries deem advisable, with the power to
borrow money and to pledge the assets of the business and to do all other acts which I, in my
lifetime, could have done, or to delegate such powers to a partner, manager or employee without
liability for any loss occurring therein.
G. To allocate items of receipt or disbursement between principal and income as
the fiduciaries deem equitable regardless of the character given such items by law; to distribute in
cash or kind or partly in each at valuations fixed by the fiduciaries.
H. To borrow money, including the right to borrow from any corporate trustee, if
any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee.
1. To join in any merger, reorganization, voting trust plan or other concerted
action of security holders, and to delegate discr~tionary duties with respect thereto.
J. Should the principal of any trust herein provided for be or become too small in
trustee's opinion so as to make establishment or continuance of the trust inadvisable, my
trustee(s) may make immediate distribution of the then remaining principal and any accumulated
or undistributed income outright to the person or persons and in the proportion they are then
entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise
have an interest as succeeding income beneficiary(ies) or in remainder shall cease.
I) /)
7\ i , L..J..dI eLA1V'
R)Rursell Drane
4
K. In general, to exercise all powers in the management of the assets of my estate
or the trust estate which any individual could exercise in the management of similar property
owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to
execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary
or proper to carry out the purposes of this will or any trust(s) created herein.
L. To apply income or principal to which any beneficiary is entitled, directly for
his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary
incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the
same to such person or persons as the fiduciaries select to disburse it, whose receipt shall be a
complete acquittance therefore without the intervention of any guardian.
M. To assume continuance of the status of any beneficiary with reference to
death, marriage, divorce, illness, incapacity or other change in the absence of information
deemed reliable without liability for disbursements made on such assumptions.
N. All principal and income shall, until actual distribution to any beneficiary, be
free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may
not be liable for any levy, attachment, execution or sequestration while in the hands of any
fiduciaries. Provided, however, any beneficiary may assign any part or all of the beneficiary's
interest in my estate or the trust(s) to anyone or more ofthe beneficiaries or my descend~
, IN WITNESS WHEREOF, I have hereunto set my band and seal this C- day
of {~c.~,J>>1, J>998.
~. ~"'Jf~\-~
R. Rus ell Drane
5
,.".,
The preceding instrument, consisting of this and five other pages, identified by the signature of
the testator, was on the day and date thereof signed, published and declared by R. Russell Drane
the testator therein named, as and for his last Will, in the presence of us, who, at his request, in
his presence, i ~e p~nre of each other, subscribed our names as witnesses hereto.
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ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
: SS.
COUNTY OF DAUPHIN
I, R. RUSSELL DRANE, 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, that I signed it willingly, and that I signed it
as my free and voluntary act for the purposes therein expressed.
R .lOA.-!i' (~
R.~UAsell Dnane
this ["In
Sworn or affirmed to and acknowledged before me, by R. Russell Drane, testator,
day of ( )c tv /).(/ , 1998.
~_ ~ KuJ
I Notary Public
My Commissio
NOTARIAL SEAL
HOLLY s. KIRK, Notart Public
Harrisburg, Dauphin County
My Commission expires feb. 15, 1999
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA:
: SS.
COUNTY OF DAUPHIN
We, L,churd L f/q' 6(),4 WiLuCrn;< '.A..I" ,the
witnesses whose names are signed to the attached or foregoing instrument, being uly qualified
according to law, do depose and say that we were present and saw testator sign and execute the
instrument as his last Will; that he signed willingly and that he executed it as his free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the
testator signed the Will as witnesses; and that to the best of our knowl e the testator was at
that time 18 or more years of age, of sound mind and under no cons nt 0 d~u~nce.
/
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Sworn to and subscribed before me this
uP,
day of
Qcfolx/
,1998.
NOTARIAL SEAL
HOllY S. KIRK, Notwy Public
Harrisburg, Dauphin County
My Commission Exp' ~Commlssion Expires Feb. 15,1999