HomeMy WebLinkAbout01-0517
Estate of Creedon G. Boyd
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
~\-Ol- 51/
No.
To:
Register of Wills for the
, Deceased. County of Cumber land in the
Social Security No. 550 - 2 8 - 8 3 3 8 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 executrix
in the last will of the above decedent, dated September 8,
and codicil(s) dated
named
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
h;~
(list street, number and muncipality)
Decendent, then 89 years of age, died Apr i 1 30, 200 a , :J~
~ Carlisle Hospital. Carlisle. Pennsylvania
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:
$ 460,000.00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters te stamen tary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l ss
COUNTY OF Cumberland J
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.
and
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Register m
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No. 21 - 01 - 517
Estate of
Creedon G. Boyd
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MA Y 31, 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 September 8, 1962
described therein be admitted to probate and filed of record as the last will of
Creedon G. Boyd
and Letters Testamentary
are hereby granted to Ethe 1 S. Boyd
~11!!M~ff~ t:.~(hIl1k.
RegIster of Ills "'\,;;7rl tI
MA~Y'C LEWIS
FEES
$ 340.00
$
$
$ 6 . 00
5.00
TOTAL - $ 390.QO
Filed ......... ~~.Y. . ~ 1 , . .2. Q9} . . . . . . . . . . . .
Probate, Letters, Etc. .........
Short Certificates(3 ) . . . . . . . . . .
Renunciation ................
X-Pages
JCP
9.00
Thomas S. McCready, Esquire
AITORNEY (Sup. Ct. J.D. No.)
42 E. Patterson St.. Lansford,
ADDRESS PA 18232
(570) 645-3156
PHONE
Mailed letters to attorney on 5-31-01
O'i.RO'i Rf\' ') 'NI,
This is to certifY that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph"
No.
)J.._ (:\. ~~&.~
Local Registrar
Fee for this certificate, $2.00
p
6494341
r1AY 1 ' 2000
Date
H106.143 Rev. 2117
COMMONWEALTH OF PENNSVLVANIA . DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
WIT
...J.. \ .
NAME (y DECEDENT (F..... MidlM. lMI
1.
AGE(lM~
8IRTHI'I.ACE (Cily aIlCI
Sl8Ie or Foreogn Ccun1lyl
lENT
INlC
84
COUNTY (y llEJlrH
VIS.
Currt>erland
..
White
SUfMYlNG SflOUSE
(II..... go.e..........
1836 Basin Hill Blvd.
,.. Carlisle, Pa 17013
MrttER.s NAlotE CFirII, "'-.lMI
1 Guy H. Boyd
1HFClRMAHT'S NAlotE (T~
Ethel S. Boyd
(y DISPOSITION
....... ex c_ 0 ............ ""'" Stat. 0
0lIIer
DECE
ACTUAl.
RESIDENCE
(See inIIrucllonI
on 0lIw IIClel
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PA
Old
---
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17o.Ci'i'le. ___heel...
M^...f-h M;AAlot-^"
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TN
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DUE 10 lOR AS A CONSEOUENCE OF):
DUE 10 (OA AS A CONSEOUENCE OF):
-
csn_1Check ClIlIy onet
"csnll'YlilG I'MYSICIAII ~CIW1iI'/ino - 01.-. _....,."., ~ h8s llfOIlClUnCell_ ana CCIllIlleled Item 23)
To..._......,..--.......___ llMloaueec.).nd""'...........ted. ....................................................
WEllE AU'ICPSY FINDINGS MANNER OF DEATH
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COMP\.ETlON OF CAUSE HebnI -- 0
OF 0EJlnt?
NoX - PendIng~iDn 0
lIuIcId. 0 Could.... be dat.....ined 0
DATE (y INJURV
(Man"'. Day. ->
TIME OF INJURY
INJURY /11 WORK? DESCRIBE HOW INJURY 0CCUAfIED.
'M 0 NoD
"1lIEDICAl EXAUfHER/CQAONER
On tile IIuIe of ..__IOft .ndI....lnv..lIg.lIon. In my opinion, dee'" oocurred ."1Ia 11m., da'.. .nd plac.. .nd du.'o '1Ia c.uH(a\.nd
_....,ed..................................... ........ ..... ......................... .......................
3'..
REGlSTRAfl'S SION~URe
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29.
"~AND CERTlFY1NQ PHYSICIAN (Phl/licoan tlaIh 1lI0n0un0ng _.nd ca<11IylnQ IOcausa 01_)
To'" -......, -......... _ __ ., IIMI_. dat., _ piece. .nd due to ilia cauaa(.) and m.ftMt.. alated.. . . . . . . . . . . . . . . . . . . . . . . . .
21 - 01 - 517
REGISTER OF WILLS OF CUMBERI ANn COUNTY
OATH OF SUBSCRIBING WITNESS
Thomas S. McCready and Suzanne T. McCready
eediaH
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law. depose(s) and say(s) that t-hpy present and saw
Creedon.G. Boyd
the testatQr . sign the same and that they signed as a witness at the
request of testat~ in hi S presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 31st day of
~~~~
(Name)
65 W. Holland St., Summit Hill, PA 18250
~ aAud d;d9jjj. rt ~itt 1
(Name) 7
65 W. Holland St., Summit Hill, PA 18250
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
ereto, (each) being duly qualified according to law
familiar with the signature of
""" ,,~//,. codicil
testat_ of (one of the'~scribing witne~,~>s/~) the will presented herewith and
'",- r/'/ codicil
that ,,"b'elieves the signature on the will is in the handwriting of
to the best of
/'1C~owledge and belief.
,/'/
and subscribed before
day of
19_
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Register
(Name)
'",--
(Name)
(Address)
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iljust Ifill uub ijJ tstumtut
I, CREEDON G. BOYD, of Mounted Route #1, Carlisle, Cumberland
County, Pennsylvania, being of sound mind, memory, and understanding,
hereby make, publish, and declare this to be my Last Will, hereby
revoking any Will or Codicil heretofore made by me.
FIRST: I direct my hereinafter-named executrix to pay all of
my just debts, funeral expenses, and inheritance taxes as soon as
conveniently possible after my death.
SECOND: I give, devise, and bequeath all of my property,
whether real, personal, or mixed, of whatsoever kind and wheresoever
situate, to my wife, Ethel S. Boyd, if she survives me by sixty (60)
days.
THIRD: In the event that my wife, Ethel S. Boyd, does not
survive me by sixty (60) days, I give, devise, and bequeath all of my
property, whether real, personal, or mixed, of whatsoever kind and
wheresoever situate, to the hereinafter-named trustee, IN TRUST, for
the following uses and purposes: To hold, manage, and invest my
property, to collect the income therefrom and to use the net income
and any portion of the principal, in the sole discretion of the here-
inafter-named trustee, for the care, support, maintenance, medical
expenses, educ2tion, and general welfare of all of my children,
including those presently living, to wit, Michael (,. Boyd, and Gary L.
Eoyd, and any children born to me in the future.
I hereby expressly authorize my hereinafter-named trustee
to hold, IN TRUST, any real estate that I own on the date of my death
for the use of any or all of my said children. I further expressly
authorize my hereInafter-named trustee to sell, les.se, or otherwise
~ dispose of any of my real estate whenever, in bj.s sole discretion, he
deems it necessary for the care, support, maintenance, medical expenses
and general welfare of my said c~ildren.
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The trust created by this my Last Will shall terminate when
the youngest of my said children reaches twenty-one (21) years of age,
at which time all income and principal remaining in the trust created
by this my Last Will shall be divided equally among all of my said
cbildren.
~
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FOURTH: In the event that my wife, Ethel S. Boyd, does not
survive me by sixty (60) days, and in the event that all of my said
children, including those presently living, to wit, Michael C. Boyd
and Gary L. Boyd, and any children born of me in the future, have
become twenty-one (21) years of age on the date of my death, I give,
devise, and bequeath all of my property, whether real, personal, or
mixed, of whatsoever kind and wheresoever si tuate, in equal shares,
to those of my said children living on the date of ill)'" death.
FIFTH: In the event that my wife, hthel S. Boyd, does not
survive me by sixty (60) days, and, further, in the event that none of
my said children survive me, I give, devise, and bequeath all of my
property, whether real, personal, or mixed, of whatsoever kind and
wheresoever situate, to Miriam R. boyd.
SIXTE: In the event that my wife, Ethel S. Boyd, does not
survive me by sixty (60) days, and, further, in the event that none
of my said children, nor Miriam R. Boyd, survive me, then I give,
devise, and bequeath all of my property, whether real, personal, or
mixed, of whatsoever kind and wheresoever situate, in equal shares, to
Ruth E. Blaser and/or Marietta P. Diller, or the survivor.
SEVENTH: I hereby nominate, constitute, and appoint ~homas
s. McCready trustee of the trust created by this my Last Will and
r:Iiestament; and in the even t the said 'Ihomes c,. McCready does not
survive me, I hereby nominate, constitute, and appoint The First
Na tional Eank of lvlt. Eolly , Pennsylvania, trustee of the Trust created
by this my Last Will and Testament. Neither of the above-named
trustees shall be required to give Bond.
EIGETH: I hereby nominate, constitute, and appoint my wife,
Bthel S. Boyd, executrix of this my Last VJill; but in the event that my
wife, Ethel S. Boyd, does not survive me, I hereby nominate, constitute
and appoint Thomas S. !v1lcCready executor of this my Last Will.
IN Vi ITNESS \VHEREOF, I, the said Ore edon G. 30yd , have here-
unto set my hand and seal to this my Last Will, which consists of
three (3) pages, to each of which I have affixed my signature this
~~ day of ~ ,1962.
~u~...h. ~
Creedon G. Boyd
(SEAL)
Signed, sealed, published, and declared by the above-named
testator as and for his Last Will in the presence of us, who, at his
request, and in 1-: is presence, and in the presence of each other,
li.a ve hereunto subscribed our names as witnesses.
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Creedon G. Boyd
Date of Death:
April 30. 2001
Will No.
Admin. No.
2001-00517
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule S.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on June 1. 200 1
Name
Address
Ethel S. Boyd: lR16 Hasln Hill Rlvcl.,Carlisle. PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
June I. 2001
~J.~~
Signature
Name
Thomas S., McCready
Address 42 E. Patterson St.
Lansford. FA 18232
Telephone 6 7 0 6 4 5 - 3 15 6
Capacity: _ Personal Representative
--X- Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
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ss:
Ethel S. Boyd
sworn according to law, deposes and says that s'e is the Executrix
__________. of the Estate of Creedon G. Boyd
late of --...- _.___~~r~t~!~ H , Cumberland County, Pa., deceased and that the
within is an inventory made by Ethel S. Bovd.__ _, the said Executrix
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania. and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
June 21,
~-
~ 2001
&;;tUd, /37~0
Ethel S. Boyd
Execu~or . Administrator
sworn to
and subscribed before me,
1836 Basin Hill Blvd.
Notarial Seal
Thomas S. McCready, Notary Public
Lansford Boro, Carbon County
My Commission Expires Apr. 17, 2005
j
Carlisle. PA 17013
Address
Date of Death
30th
D-ay
April
Month
2000
Y..r
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
CREEDON G. BOYD
deceased
7824 Shares common stock, Kimher.'.y Clark Corporation @ 57. 94
391 Shares common stock, Schweitzer Mauduit International @ 14.56
53,322 56
5,692 96
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Creedon G. Boyd
Date of Death:
April 30, 2001
Will No.
Admin. No.
2001-00517
To the Register:
1 certify that notice of (beneficial interest) estate administration required by Rule S.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on June 1. 200 1
Name
Address
Ethel S. Boyd; lR16 Ra~in Hill Hlvn. Carlisle, FA 17013
Notice has now been given to alJ persons entitled thereto under Rule 5.6(a) ex.cept
Date:
June 1, 2001
~jb~
Signature
Name
Thomas S._ McCready
Address 42 E. Patterson st.
Lansford. PA 18232
Telephone (5 7 0 6 4 5 - 3 15 6
Capacity: _ Personal Representative
-X-Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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Ethel S. Boyd
sworn according to law, deposes and says that s'e is the Executrix
___________ of the Estate of Creedon G. Bovd
late of ----- _____~~:r))-~!.~ -- , Cumberland County. Pa., deceased and that the
within is an inventory made by Ethel S. Bovd___ "' the said Executrix
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
being duly
June 21,
~-
~ 2001
& ;tU~, 137'(/(/
Ethel S. Boyd
Execu+or .. Administrator
sworn to
and subscribed before me,
1836 Basin Hill Blvd.
Notarial Seal
Thomas S. McCready, Notary Public
Lansford Bora, Carbon County
My Commission Expires Apr. 17, 2005
j
Carlisle. PA 17013
Address
Date of Death
30th
~y
April
Month
2000
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
CREEDON G. BOYD
deceased
7824 Shares common stock, Kimher,l.y Clark Corporation @ 57.94
391 Shares common stock, Schweitzer Mauduit International @ 14.56
53,322 56
5,692 96
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
HARRISBURG, PA 17128-0601
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Boyd Creedon G.
DATE OF DEATH DATE OF BIRTH
April 30, 2000 July 30, 19,15
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Boyd Ethel S.
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X 1. Original Return
2. Supplemental Return
4. Limited Estate
4a. Future Interest Comprise (dal& of d&alh afl&r 12.12.82)
X 6. Decedent Died Testate (Attach copy of Will)
/0-~-3.3- D' ~~
...............................................,a............G
OFFICIAL USE ONLY ~
FILE NUMBER
codi CODE
Sui.:l
SOCiAl SECURITY NUMBER
550-28-8338
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
203-07-7663
3. Remainder Return (d;lle 01 death prior 10 12-
13-82)
5. Federal Estate Tax Retum Required
9. Litigation Proceeds Received
7. Decedent Maintained a Living Trust (Attadl a COllY of Trust) 0 8. Total Number of Safe Deposit Boxes
10 Spousal Poverty Creditcdal&Ofd lhbolw&en 12_31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A)
. IlII (AttilchSchOJ
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THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Thomas S. McCready 42 East Patters"n Street
FIRM NAME (If Applicable) La.nsford, PA 18232
TELEPHONE NUMBER
570-645-3156
,. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation. partnership or Sole-
6 4. Mortgages & Notes Receivable (Schedule D)
~ {S. Cash, Bank Deposits & Misc. Personal Property
<t:
....J 6. Jointly Owned Property (Schedule F)
~ D Separate Billing Requested
0...
<( 7. Inter-Vivos Transfers & Misc. Non-Probate Property
() (Schedule G or L)
W
0:::: 8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10, Debts of Decedent, Mortgage liabilities & Liens (10)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the
spousal tax rate. or transfers under Sec.
9116 (.)(1.21 $440,20$.20
x
16. Amount of line 14 taxable at lineal rate
x
17. Amount of line 14 taxable at sibling
x
.12
18. Amount of line 14 taxable at collateral
19. Tax Due
20D
x
.15
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
(15)
(16)
(17)
(18)
(19)
$0.00
$459,015.52
$0.00
_'SO.OO
$0.00
$0.00
OFFICIAL USE ONLY
$0.00
(8)
$18,810.32
$0.00
$459,015.52
$18810.32
$440,205.20
$0.00
$440,205.20
$0.00
$0.00
$0,00
$0.00
$0,00
Copyright 2000 David James Thorpe, Esq.
[lecedel1l's Complete Address:
STREET ADDRESS
1836 Basin Hill Blvd.
CITY
Carlisle
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C)
3. InteresVPenalty jf applicable
D. Interest
E. Penalty
4.
TolallnlerestlPenal1y (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
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
5.
ZIP
17013
(1)
$0.00
(2)
$0.00
(3)
$0.00
(4)
(5)
(5A)
(5B)
AGENT
$0.00
1.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
2.
Did decedent make a transfer and:
a. retain the use or income of ~he property transferred;
b. retain the right to designate who shall use the property transferred or its income:
c. retain a revisionary interest: or
d. receive the promise for life of either payments, benefits or care?
If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideratIon? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her
death?
Did decedent own an individual retirement account, annuity, or other non-probate property?
3.
4.
Yes
~
No
m
~
~
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 or perjury. I declare that I have exarrined this return, including accol1'1Panying schedules and statements, and to the best of my knowledge and bellet, it is true, correct.
and complete.
Declaration of pre parer other than the personal representative Is based on all the informallon Of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
(9~~A f)~
ADDRESS ,
1s>^.16 8",,<;/Yl H;II Blvd. c"d"I;~{e
SIGNATU8.E-OF PREPARE OTHER THAN REPRE ENTATIVE )
~ .
ADDRESS
-'T:1- c!~r f' ~ .2/
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DATE
6-~')-t}/
DATE
c
::L7-0/
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,...{,., '..'h'~";'lJi;f!)'ii}I%':r!J:,:!tiit~~.\',!i',~,!;:gHi~!;,g~,:i:,';!,'!!m~!,(;,!,;!,\~;!~;i;\! i,m;\:~;!,~:P,)f,&l:i,~~i1~1'~~1;iJjf;liliw1~~\;mmr~1H,~I~.~i~T;~WjW;,fI~:,;;lffii~j~Wj~~;:*\~t
~*:%\~1~~y~;&isf\~;~~2K~t)Ni~i0'i;";.'i ;'.;~i~'il," .,,"c
For dates or death on Of 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
(3) (1.1) (i)/.
For da.tes of cIeath Q(\.0l" alter January 1, 1995, the taxf1i!o\e imposed on the net value of lransfers\o or 10r \tle use of the surviving spouse is 0% 172 P.S. ~9116 (a) (1.1) (li)J.
The statute does no exempt a
transrer 10 a surviving spouse from tllX, and the statutory requIrements for disclosure of assets and filing a tax retum are still applicable even ir 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 01 a natural parent. an adoptive parent, or a stepparent
of the child is 0%
[72 P.S. S9116(a) (1.2)]
The tOlX rate imposed on the net value of transfers to or for the use of the dl:lf,:edent's Jineal beneficiaries is 4.5%, eltcept as noted In 72 P.S. ~9116(1.2} 172 P.S. ~9116(aJ (l)J.
The Wx rale imposed on the net value of transfers to or fOf lhe use otthe decedent's siblings \'50 12% \12 P.S. S9'16\a.}{1 .3)). A ~ib\iTl9 \'50 oenned, under Section 9102, as an indi...idual
who has at least one
parenl in cOlTn1On with lhe decedent, whether by blood or adoption.
Copyri~t 2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF Boyd, Creedon G. FILE NUMBER 2001-00517
All real property owned solely or as a tenant in common must be reported at fair market value. FaIr market value Is defined as the price at which
property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the
relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
NUMBER
1.
2.
7824 shares common stock, Kimberly Clark Corporation@57,94 .
391 shares common stock, Schweitzer, Mauduit International @14.56
VALUE AT DATE
OF DEATH
453,322.56
5,692.96
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$459,015.52
Copyright 2000 David James Thorpe. Esq.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF Boyd, Creedon G.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
FILE NUMBER
2001-00517
DESCRIPTION
AMOUNT
A.
1.
2.
3.
4.
B.
1.
2.
"3.
4.
5.
6.
7.
FUNERAL EXPENSES:
Hoffman - Roth Funeral Home, Inc.
Cumberland Valley Memorial Gardens - casket
Carlisle Memorial.Services, .I'nc. "'.tornbstone
Locker Room Sports Cafe - funeral dinner
2,681.50
5,365.00
2,233.93
461.10
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal
Representative(s)
Social Security Number(s) I EIN Number of Personal
Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
Attorney Fees - Thomas S. McCready
Family Exemption: (Ifde.cedent's address is not the same as claimant's, attach explanation)
Claimant Ethel S. Boyd
Street Address 1836 Basin Hill Boulevard
City Carlisle .. PA 17013
Relationship of Claimant to Spouse
Decedent
4,000.00
3,500.00
Probate Fees - Mary C. Lewis, Register- proba~iog will & filing inventory and 1500 forms
367.00
20.00
106.79
The Sentinel (Legal Ad)
Cumberland County Law Journal (Legal Ad)
75.00
TOTAL (Also enter on line 9, Recapitulation)
$18,810.32
Copyrighl2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Boyd, Creedon G,
NAME AND ADDRESS OF PERSON(S) RECEIVING
PROPERTY
NUMBER
1.
TAXABLE DISTRIBUTIONS (include outright spousai
distributions)
1, Ethel S. Boyd
1836 Basin Hill Boulevard
Carlisle, PA 17013
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
wife
2001-00517
AMOUNT OR
SHARE
OF ESTATE
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS
APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-I . UI" I IV,"":
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)
$0.00
Copyright 2000 David James Thorpe, Esq.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
SCHEDULE 0
ELECTION UNDER SEC. 9113(A)
(SPOUSAL DISTRIBUTIONS)
ESTATE OF Boyd, Creedon G. FILE NUMBER 2000-00517
Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the
Inheritance & Estate Tax Act.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust.
This election applies to Trust (marital, residual A, B, By-pass, Unified Credit,
the etc,).
If a trust or similar arrangement meets the requirements of Section 9113(A), and:
a. The trust or similar arrangement Is listed on Schedule 0, and
b. The value of the trust or similar arrangement Is entered in whole or In part as an asset on Schedule 0,
then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the
election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire vaiue of the trust or similar
property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as
to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement
included as a taxabie asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement.
PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's
surviving spouse under a Section 9113 (A) trust or similar arrangement.
Description
1. 7824 shares common stock, Kimberly Clark Corporation
2. 391 shares common stock, Schweitzer Mauriut International
Value
453,322.56
5,692.96
Part A Total A59.015.52
PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made.
Description Value
Part B Total.
(If more space is needed, insert additional sheets of the same size)
~O.OO
Copyright 2000 David James Thorpe, Esq.
/&-;J 33 --' f?
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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
THOMAS S MCCREADY
42 E PATTERSON ST
LANSFORD ~~ 18232
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-13-2001
BOYD
04-30-2000
21 01-0517
CUMBERLAND
101
s*
REV-1547 EX AFP elZ-DD)
CREEDON
G
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 ~
RE"Y=is4-j-ix-iFP-fi'2-:olir-NOTici--OF-.rNHiififANci-YA;rA-ppRAisEMENT-;-AiiowA"Nci-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOYD CREEDON G FILE NO. 21 01-0517 ACN 101 DATE 08-13-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
S. 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)
(S)
(6)
(7)
.00
459,015.52
.00
.00
.00
.00
.00
(8)
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/Governllental Bequests; Non-elected 9113 Trusts (Schedule JJ
14. Net Value of Estate Subject to Tax
(9)
(10)
18,810.32
.00
(11)
(12)
(13)
(14)
(1S) 440,205.20 X 00 =
(16) .00 X 06 =
(17) .00 X 00 =
(18) .00 X 15 =
(19J=
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax pay_nt.
459,015.52
18.810 3?
440,205.20
.00
440,205.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (ot) 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.)
STATUS REPORT UNDER RULE 6.12
~
o~
--
...
..
Name of Decedent:
C'r f::- ~ d C'.I'} G. Li..') i J
Date of Death:
4- - 5{) -:2 OC):l
Will No.:
-::L. DO I ..- 60"5- I 7
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 ~ No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No 18l
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 Jgl No 0
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: 8- It.; - CJ :s
/7~-'-->; ~~1-
SIgnature
J h 0 M...'2 ~ $""'. ft,} c C rl:'- de! 7
Name
;-;-::1 ec-d- 't-'~71.~-/ ~~W!A- Iy 4-,:1.J.
Address
<5- 7 L.J ~ ~,s- - ~ i .s-~
Telephone No.
Capacity: 0 Personal Representative
lRr Counsel for personal representative
.
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date:
3/10/2003
BOYD ETHEL S
1836 BASIN HILL BLVD
CARLISLE, PA 17013
RE: Estate of BOYD CREEDON G
File Number: 2001-00517
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 4/30/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: / File
Counsel
Judge
Estate of
CREEDON G. BOYD
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO;-Ql ~- ll-Ol-511
PETITION UNDER SECTION 3102 OF THE PROBATE,
ESTATES AND FIDUCIARIES CODE FOR
SETTLEMENT OF SMALL ESTATE
TO THE HONORABLE JUDGES OF SAID COURT:
Ethel S. Boyd., your Petitioner, files this Petition for Settlement of a Small Estate: under the
provisions of Section 3102 of the Probate, Estates and Fiduciaries Code and in support thereof avers
that:
(1 ) Your Petitioner, Ethel S. Boyd, is a competent adult formerly residing at 1836 Basin
Hill Blvd., Carlisle, Pennsylvania 17013, and is the widower of the above decedent.
(2) Creedon G. Boyd, husband of the Petitioner died on April 30, 2000, at the age of 84
years, and was domiciled at 1836 Basin Hill Blvd., Carlisle, Cumberland County,
Pennsylvania. He died with a Will and no letters Testamentary have been issued.
(3) Creedon G. Boyd. had no probate estate when he died.
(4) Savings Bond C1041877388, Series E has recently been found. The issue date was
October, 1974. The total value of the Bond is 520.08. A copy of the valuation report is
attached as Exhibit "A."
(5) The sole heirs and next of kin and their relationship to the decedent are as follows:
E~hel s. Boyd, wife
(6) Your Petitioner avers that there are no creditors of the decedent and no claims unpaid
known to your Petitioner.
WHEREFORE, your Petitioner respectfully requests that an Order be made authorizing
distribution of the sum of $520.08 to Ethel S. Boyd, pursuant to Section 3102 of the Probate, Estates
and Fiduciaries Code.
By l;t)if,~ B ~.
, Ethel S. Boyd,etitioner
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Ethel S. Boyd., being duly sworn according to law, deposes and says that the facts contained in
the foregoing Petition are true and correct to the best of his knowledge, information and belief.
g;jL/_p, f3 ~~C/
Ethel S. Boyd
(SEAL)
sW~J. COd subsc. ibed be~ore me
this 'lJcdayof.' ' ') \' , 2005.
COMMONWEAUH OF PENNS :VANIA
f--- ~. Notarial Seal
\ Karcn S NoeL Notary I-ublic
Clrii~lc Bo,u, Cumberland County
'- MY~::~::!~llnission Expires Dec. 8, 2007
JOINDER
I, Ethel S. Boyd., widower of Creedon G. Boyd, have read the Petition for settlement of a small
estate, and consent thereto and join in the request thereof.
tf'/ / . '? . e~.
__~L~~~
Ethel S. Boyd
{SEAL'\
...._-, .... -'
Prepared by:
Roger B. Irwin, Esquire
IRWIN & McKNIGHT
60 West Pomfret Street
Carlisle, PA 17013
(717) 249-2353
Supreme Court #06282
Attorney for the Petitioner
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Estate of
CREEDON G. BOYD
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1:t~
~1-c\-5(1
PRAECIPE TO WITHDRAW PETITION TO SETTLE SMALL EST A TE
TO THE HONORABLE JUDGES OF SAID COURT:
Please withdraw the Petition to Settle Small Estate in the above captioned case.
Respectfully Submitted,
Dated: January 4,2006
Roger B. IrWin, squire
IRWIN &(Mc IGHT
"
60 West Pomfret Street
Carlisle, PA 17013
(717) 249-2353
Supreme Court #06282
Attorney for the Petitioner
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