HomeMy WebLinkAbout01-0571
PETITION FOR PROBATE & GRANT OF LETTERS
Estate of KATHRYN E. CHANTRY No. 21-01- aJ -01- 51/
also known as To: Register of Wills for the
, deceased. County of Cumberland
Social Security No. 197 -14-3121 Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated April 12 , 1999, and codicils dated none , 19--=. The
Executor named none died Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 731 West North Street, Carlisle BorouQh
Decedent, then R- years of age, died May 10 ,2001, at
Carlisle Hospital
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:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$91,000.00
$
$
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s):
MJ:r4 fA a~-
Walter J. ehantrv /'
205 Craiq Lane
Carlisle, PA 17013
717 -243-6250
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
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 Imowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administer the estate according to law.
tJ~ a et~
Walter J. (antrv
Sworn to or affirmed and subscribed
before me this 15th day of
June, 2001.
Re:;~
1&-d37...5
No. 21-01- 571
Estate of
KATHRYN E. CHANTRY
, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, June 18th , 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
April 12, 1999 described therein be admitted to probate and fi!8d of record as the
Last Will of Kathryn E. Chantry ; and Letters Testamentary
are hereby granted to Walter J. Chantry
FEES
Probate, Letters, Etc. . . . . . . . $ 200.00
Short Certificates(-3- ) . . . . $ 9.00
Renunciation(s) ..... . . . . . . $
JCP . . . . . . . . . . . . . . . . . . . . $ 5.00
Other Will Paqes (2) . . . . $ 6.00
TOTAL: .... $ 220.00
Filed .June. 18th,2001 . . . . . . . . . . . .
~c~
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717 -249-2353
PHONE
CALL ROGER IRWIN WHEN LETTERS ARE FINISHED.
\ .
LAST WILL AND TESTAMENT
I, KATHRYN E. CHANTRY, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death, and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give all my jewelry to my daughter, Kathryn E. Wagner.
4. I give, devise and bequeath all of my estate of every nature and wherever situate to
Kathryn E. Wagner and Walter 1. Chantry, share and share alike, the child or children or any
deceased child taking the share their parent would have taken if living.
5. I nominate and appoint Walter 1. Chantry to be the executor of this my Last Will and
Testament, he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Kathryn E. Wagner, as substitute executrix, also to serve as such without bond, with the
same powers as are given herein to my executor.
6. I hereby suggest that my personal representatives retain the servIces of Irwin,
McKnight & Hughes as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this nJ day of
April, 1999.
~ ~~~~ E~cCl~Tl~~(SEAL)
;,.
Signed, sealed, published and declared by KATHRYN E. CHANTRY, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who, at her request,
in her presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, KATHRYN E. CHANTRY, CHERYL L. CLELAND and MARTHA L.
NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last Will, and that she had signed willingly,
and that she executed it as her free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness
and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
.J/ .,.l , ' (- ,(i. -f--
f\\ u.C i,{i.{.4.. i, ! to- (.A:"{ /1 ! I "....." l ( i
KA. TH~YNE.C~.TR/,?Y;? J /.-
-(~~
CHER L. CLELAND
_5/?~
M RT A L. N"OEL
COMMONWEAL TH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by KATHRYN E. CHANTRY, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this ~ day of April, 1999.
/3. c&--.
otary Public
( Notarial Seal
'. oger B, Irwin, Notary Public
Carlisle Bora, Cumberland County
I My Commission ~~~ires Oct. 3, 2000
Member, Pennsylvania Association of Notaries
-
1---
I-~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
KATHRYNE.CHANTRY
Date of Death:
MAY 10.2001
Estate No.:
21-01-0571
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on June 27.2001
Name
Address
Walter J. Chantry Jr.
Kathryn Wagner
205 Craig Lane, Carlisle. P A 17013
215 Milford Meadows. Milford, MI 48381
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
06/27/01
Sign"= ]0 /j. dL
IRWIN, McKNIGHT & HUGHES
Name Roger B. Irwin. Esquire
Address 60 West Pomfret Street
Carlisle. PA 17013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
/6-,;)37- ~
OFFICtAl USE ONLY
REV-1S00EX ~(6-00)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128~060'
DECEDENT'S Nj\ME (LAST, FIRST. A.ND MIDDLE INITIAl)
Chantr Kathr E.
OA.TEOF DEATH(MM-DD-YEAR)
21-01-0571
DATE OF BIRTH (MM-DD-YEAR)
COUNTYCOOE YEAR
SOCIAL SECURITY NUMBER
197-14-3121
THIS RETURN MUST BE ALEO IN DUPUCATE WITH THE
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. limited Estate
X 6. Decedent Died Testate
3. (date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
2. Supplemental Return
4a. Future Interest CompromIse (date of death after 12-12-82)
7. Decedent Maintained a Living Trust 0
(AttaCh copy of Trust)
010. Spousal Poverty Credit D 11. Election to tax under Sec. 91 t3\A}
(date of death between 12-31.91 and 1.1-95) (AttaCh Sch 0)
m'$'$i(j,tl!)..:MQ$t;8$i!>>....tmij~~:~~jji;j9~i~JQgT\.Iii\"!1~'J~M#il'IC)""$~\lI,:Plli'j)IR~l'J;l)"'():
NAME COMPLETE MAILING ADDRESS
(AttaCh copy of Will)
D 9. Litigation Proceeds Received
Ro er B. Irwin Es .
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
R
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49-2 53
Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers 8. Misc;ellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental8equests/Sec 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)
(8) 77,727.42
(11) 13.222.31
(12) 64,505.11
(13)
(14) 64,505.11
(1)
(2)
(3)
None
31,207.28
None_
OFFICIAL USE ONLY
(4)
(5)
None
8,507.55
(6)
20,148.40
17,864.19
13,016.09
206.22
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2)
16, Amount of Line 14 taxable at lineal rate
17, Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. ''''~li:<:l<I-I!;il!li:'lfYbl.lM.r,
':'~>':B"SIJIIETO
x ,0 0 (15)
64,505.11 X ,0 45 (16)
X ,12 (17)
X ,15 (18)
(19)
0.00
2,902.73
0.00
0.00
2,902.73
Cl A RllFUND OF AN O\'l!IlPAYli!filIIT:'
UESTJONSON /lEVERSE SIDE AND TO /lECHECK MATH < <
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address'
STREET ADDRESS
731 West North Street
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
2 , 902 . 73
145.14
Total Credits ( A + B + C) (2)
145.14
3. InteresVPenalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E) (3)
4. If Une 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. (SA)
B. Enter the total 01 Line 5 + 5A This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
0.00
2,757.59
0.00
2,757.59
. pLEASE ANSWER THE FOl.l:i'WINGQUESTiONS BYPLACING..AN
1.
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!wnn:nnn:::i.1:i;,::i::1i'::Y!:::ii:iiii'::':i.ii:i:i::i:::,iiii'i:i,:::,H
IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
a. retain the use or income of the property transferred:
b. retain the right to designate who shall use the property transferred or its income; .
e. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an ~in trust for" or payable upon death bank account or security at his
or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation?
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Yes No
~~
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D
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Under penaltIes of perjury, I declare that I have examined this return, including accompanyil'\g schedules and statement$, 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 preparer has any knowledge.
SIJ;;;JNR~L1~~~N
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
?(r/o)
DATE
fl/r,1 (/f
For dates of de 0 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) (;1).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0\1/0
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value at transfers tram 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"10, except as noted in 72 P.S. 9116{1.2)
[72 P.S. 9"6(aXl)].
The tax rate imposed on the net value of transfers to or for the USe of the decedent's siblings is 12"10 [72 P.S. 9116(aX1.3)J. 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.
Copyright (c) ~OOO form software only The Lacl<;nerGroup, Inc. Form REV-1S00 EX (Rev. 6-00)
REV. 1503 EX + (1-97)
SCHEDULE B
STOCKS & BONDS
COMMONWEA.lTH OF PENNSYLVA.NIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kathryn E. Chantry
55fl 197-14-3121
05/10/2001
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-01-0571
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE
NUMBER OF DEATH
1 50 shares Edward Jones; US West Communications Bond 86.875 4,343.75
2 50 shares Edward Jones; Nova Scotia Provo Bond 117.039 5,851. 95
3 1,976.63 shares The Vanguard Group; Long-Term Treasury 10.63 21,011.58
Fund
TOTAL (Also enter on line 2, Recapitulation) 31,207.28
(tf more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystem5, Inc.
Form REV-1503 EX (Rev. 1-97)
REV-1508 EX .. (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Kathryn E. Chantry SS# 197-14-3121 05/10/2001
Include the proceeds of litigation and the date the proceeds were received by the estate.
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
FILE NUMBER
21-01-0571
All property jointly-owned with the right of
DESCRIPTION
1998 Mercury Tracer GS Sedan, 4-cy1., automatic, 6182 mi.
VALUE AT DATE
OF DEATH
6,900.00
2
Cash on hand
660.00
3
Miscellaneous personal property
908.00
4
The Vanguard Group; accrued dividends
39.55
TOTAL (Also enter on line 5, Recapitulation) S 8,507.55
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1S08 EX (Rev. 1 -97)
REV-t509 EX + (t-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kathryn E. Chantry
SCHEDULE F
JOINTL V-OWNED PROPERTY
55/1 197-14-3121
05/10/2001
FILE NUMBER
21-01-0571
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
A.
SURVIVING JOINT TENANT'S) NAME
Walter J. Chantry, Jr.
ADDRESS
205 Craig Lane
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
son
B.
c.
JOINTLY -OWNED PROPERTY,
LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECD'S VALUE OF
account number or similar identifying number.
NUMBER TENANT JOINT Attach deed for jointiy.held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES
1 A 06/01/73 M&T Bank; checking account 13 ,399.22 50.00% 6,699.61
2 A 01/09/87 826.003 The Vanguard Group; 23,169.38 50.00% 11,584.69
Windsor II Fund
3 A 01/17/80 Waypoint Bank; savings 1,368.51 50.00% 684.26
account
4 A 11/10/97 Waypoint Bank; certificate 2,359.67 50.00% 1,179.84
TOTAL (Also enter on line 6, Recapitulation) $ 20,148.40
T
(If more space is needed insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1S09 EX (Re.... 1-97)
REV-1510EX +(1~97)
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kathryn E. Chantry
SSfj 197-14-3121
05/10/2001
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
ITEM
NUMBER
1
DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE THEIR
RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER.
ATTACH A COPY OF THE DEED FOR REAL ESTATE.
American Bank; certificate;
Walter J. Chantry Jr.; son
- 11/2000
DATE OF DEATH
VALUE OF ASSET
15,691. 23
2
5,172.96 The Vanguard
Group; Prime Money Market
Fund - Walter J. Chantry
Jr.; son 09/2000
5 ,172 . 96
% OF
DECO'S
INTEREST
100.00%
100.00%
TOTAL (Also enter on line 7, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
EXCLUSION
(IF APPLICABLE)
3,000.00
0.00
FILE NUMBER
21-01-0571
TAXABLE VALUE
12,691. 23
5 ,172 . 96
17,864.19
Form REV-1510 EX (Rev. 1-97)
REV-1511 EX +(1-97)
CO~~ONWEAl TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Kathryn E. Chantry
SSfI 197-14-3121
05/10/2001
FILE NUMBER
21-01-0571
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES,
1 Hoffman-Roth Funeral Home 7,865.50
B. ADMINISTRATIVE COSTS,
,. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number{s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney's Fees IRWIN McKNIGHT & HUGHES 4,700.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 220.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 Cumberland Law Journal - estate notice publication 75.00
2 Register of Wills - filing fee 25.00
3 Roy D. Gottshall Auctioneer, appraisal 40.00
4 The Sentinel, Legal - estate notice publication 90.59
TOTAL (Also enter on line g, Recapitulation) $ 13,016.09
(If more space is needed, insert additional sheets of the same size)
Cooyri9ht (c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev. 1-97)
REV.1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Kathryn E. Chantry
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSII 197-14-3121
05/10/2001
FILE NUMBER
21-01-0571
Include unreimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Borough of Carlisle, final bill
AMOUNT
36.98
2
Carlisle Imaging Assoc.
3.56
3
Masland Associates
48.22
4
PP&L, final bill
75.08
5
Sprint Telephone, final bill
42.38
TOTAL (Also enter on line 10. Recap"ulation) S 206.22
(If more space IS needed, Insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX f (9~OO)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Kathr"Tl E. Chantry SSfI 197-14-3121
05/10/2001
FILE NUMBER
21-01-0571
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
NUMBER
I.
1
NAME AND ADDRESS OF PERSONtS) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116{aXl.2)]
Walter J. Chantry, Jr.
205 Craig Lane
Carlisle, PA 17013
Son 1/2 remainder
2
Kathryn E. Wagner
215 Milford Meadows
Milford, MI 48381
Daughter
1/2 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyright (c; 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I. KATHRYN E. CHANTRY, of the Borough of Carlisle. Cumberland County.
Pennsylvania. declare this instrument to be my Last Will and Testan1ent hereby expressly
revoking all Wills and Codicils heretofore made by me.
I. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death, and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give all my jewelry to my daughter, Kathryn E. Wagner.
4. I give, devise and bequeath all of my estate of every nature and wherever situate to
Kathryn E. Wagner and Walter J. Chantry, share and share alike, the child or children or any
deceased child taking the share their parent would have taken if living.
5. I nominate and appoint Walter J. Chantry to be the executor of this my Last Will and
Testament, he is to serve as such without bond. Should he die before my death, renounce or
rduoe to serve lor any reason, or die leaving any of my estate unadministered, I nominate and
appoint Kathryn E. Wagner, as substitute executrix, also to serve as such without bond, with the
same powers as are given herein to my executor.
6. I hereby suggest that my personal representatives retain the services of Irwin.
McKnight & Hughes as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this n' day of
April,1999.
h (; ::::(1 ", i /1,,, c'--: d (SEAL)
KATHRYN E. CHANTRY,:
Signed, sealed, published and declared by KATHRYN E. CHANTRY, the testatrix
above named, as and for her Last Will and Testament, in the presence of us, who, at her request,
in her presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDA YIT
WE, KATHRYN E. CHANTRY, CHERYL L. CLELAND and MARTHA L.
NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testatrix signed and executed the instrument as her Last \Vill. and that she had signed willinglv,
... '..... ..... '"
and that she executed it as her tree and voluntary act for the purpose herein expressed. and that
each of the witnesses, in the presence and hearing of the testatrix, signed the \Vill as a witness
and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or
older, of sound mind and under no constraint or undue influence.
;f
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_ r'
KA.T. THRYNE. CH~NTR~ -
-(~ f ri? &7 ;'
C-HER~ L. CLELAND
_Y?~
RT A L. N"OEL
COMMONWEALTH OF PENNSYL VANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by KATHRYN E. CHANTRY, the
testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and
\IARTHA L. NOEL, witnesses, this ~ day of April, 1999.
..'--------'
Lq '1. ct."--.
/ Notary Public
Notanal Seal
'A.ager B. Irwin. Notary Public
! Carlisle Bora. Cumberland County
1 l'/iy C0rnmlSSlon .~~:~lres Oct. 3, 2000
Member. Penl1::'yl'ldlllil t\s;::;(Jcration of Notaries
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THEVanguard::.Rour,
ROGER B IRWIN
IRWIN MCKNIGHT & HUGHES
60 WEST POMFRET STREET
CARLISLE, PA 17013-3222
July 6, 2001
All Funds
09842292051
09880512777
Dear ML Irwin:
We received correspondence from Walter Chantry requesting that we provide you with the
account value for the above referenced accounts registered to Kathym E, Chantry.
As of May 10,2001, the number of shares, the price per share, the value of each account,
and the accrued dividends (if applicable) were as follows:
Fund Shares Price
Joint Account
Prime Money Mkt Fund 5,172.960 $1.00
(Date opened 9/28/2000)
Windsor II Fund 826.003 $28.05
(Date opened 1/9/1987)
Individual Account
Long-Term Treasury Fund 1,976.630 $10.63
(Date opened 5/21/1992)
The joint accounts are registered as follows:
KA THYRN E CHANTRY &
WALTER J CHANTRY
IT TEN WROS & NOT AS TEN COM
Value Accrued
Dividends
$5,172.96 $6.67
$23,169.38 NA
$21,011.58 $32.88
The individual account is registered solely to Kathryn E. Chantry.
Post orne!: Box 2(JQO, Valley Forge, Pl'nllsylv~ll1ia 11)482-'2600
(1/o-6()()-Jooo, \""vw.\'angllard.l'()lll
m1M&rBank
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'June 29, 200 I
, "
RE:
Estate Search
The Estate of:
Date of Death (D.O.D.)
KATHRYN E CHANTRY
5/10/2001
To Whom It May Concern:
Identified below is the account infonnation requested,
L M&T Bank accounts in which the decedent's name appears:
Account
Type
Account Number
Account Title
Opening Branch
D.O,D. Accrued Interest
Balances
(Includes ACCL
Int)
$] 3,39922 $.00
CHK
2671084354
OPENED 6/73
KATHRYNECHANTRY
W ALTER J CHANTRY
4319
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
NO Safe Deposit Box titled in the Decedent's name existed at our office.
]fyou have any questions about the infonnation provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724-
2440 outside of the Buffalo, NY calling area, Thank you,
Sincerely,
M&T BANK CORPORATION
BY:
&~~
Authorized Signature
~tL~_
DATE:
G~ d--~-CI
Manufacturers and Traders Trust Company. 1100 Wehrle Dnve, Po. Box 767, Buffalo, NY 14240-0767
.., Wayt:tqipKt
LOOK FOR US. WE'LL GET YOU THERE.
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IRWIN MCKNIGHT & HUGHES
60 WEST POMFRET ST
CARLISLE P A 17013
The information which you requested on the KATHRYN CHANTRY DECEASED
(Social Security Number 197-14-3121) is as follows.
Account Number(s)
Class of Account
1011 6404 8000038405
SAVINGS CERTIFICATE
011780 111097
1367.84 2357.19
.67 2.48
1368.51 2359.67
JTO JTO
Date Opened
Principal Balance
Accrued Interest
Balance at Date of Death
Account Ownership
\lame of Joint Owner, if any
W AL TER CHANTR~ W AL TER CHANTRY
Date Ownership Was Established 011780
111097
Additional Information Requested PLEASE COMPLETE W-9
s~elYI L In'
Kathyl. y~ut f
Senior Services Rep.
PO. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711
Toll FreE 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com
21 West lIigh Street
Carlisle, P^ 1701.1
(717) 25H-46H8
www.edwardjones.com
Art Amundsen
Investment Represenlative
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EdwardJones
June 7, 2001
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Roger Irwin
Irwin McKnight & Hughes
West Pomlret Professional Bldg
60 W. Pomfret St.
Carlisle, PA 17013
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Dear Roger:
Re: Acct# 377-01444-1-2
Name of Deceased:
Account Registration:
Date of Death:
Date of Valuation:
Kathryn E Chantry
Kathryn E Chantry
May 10, 2001
May 10, 2001
Quantity
50
501
Description
US West Communications Bond
Nova Scotia Prov Bond
Value Per Item
$ 86.875
$117.039
Total Value
$ 4343.75
$ 5851.95
The values listed are as of May 10, 2001, the day that Kathryn Chantry passed away. The values were
obtained from an outside historical pricing service and while we believe that they are reliable, we do not
guarantee their accuracy. Pi ease let us know if you need any other information or assistance.
Sincerely,
Art Amundsen
Investment Representative
· .'\UOw1t t'S\-otdI5wd; UtC("'W I ~, l'Iff.,
· No CV1lv'rn III rfji5im'hNI 6, O/;JlIgO~IP cJUf)flt f'h.e (If{' or --/11; tiCC-<>[Mr
No il(()Jwd5 closed wrHANl QN YIW pr1o/ -tv fit.. der1--( of d"q+0
AmericanBank
pcbanker.com
~~(S~uwlt~
JUL 25 2001
July 20, 2001
Irwin McKnight & Hughes
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
IRWI\I Ih, i/''''''~' " LIIi!':HES
11\, n\\oI\lllUil! ~ I vU
Re: Estate of Kathryn E. Chantry
Dear Mr. Irwin
As per your request, the Certificate Oi Deposit #1000226159 is titled in the names of
Kathryn E. Chantry or Walter J. Chantry. This has been the titling of the account from
the date of origination November 9, 2000.
If you have any questions concernin~ this matter, please contact me.
Sincerely,
ffwWuiJ CVJ-'/IU
Kathleen Crum
Customer Service Representative
888-366-6622 Ex!. 142
-1,02.9 Nest Tilghman Street
AII"nlown, PA 18104
(888) 366-6622
(610) 366-1800
FAX: (610) 289-3326
r..1smber @
FOIC mm
AmericanBank
July 13, 2001
~~~~uw~~
JUL i 6 2001
pct)anker.com
Irwin McKnight & Hughes
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
iRWIN, McKNtGHT 8. HUGHES
Re: Estate of Kathryn E. Chantry
Dear Mr. Irwin:
Per your request, Kathryn E. Chantry ,s a joint account holder of a Certificate of
Deposit account 1000226159. Tho mCiturity date of this certificate is 5/12/2002 and
current value $15,691.23. This is the only account held by Kathryn E. Chantry at
American Bank.
If you have any questions concerring this matter, please contact me.
Sincerely,
I{rdfJ;..fJ;U ~
Kathleen Crum
Customer Service Representative
888-366-6622 Ex!. 142
, 9 'AlE 'it Tilghman Street
\Ilnnl :wn, PA 18104
I,a, I) 366-6622
,6' <l) 366-1800
"AX: 1510) 289-3326
Marl!ler @
Fe Ie l1!l.m
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 197-14-3121
FILE NUMBER: 21-2001- 0571
DECEDENT NAME: CHANTRY KATHRYN E
DATE OF PAYMENT: 08/09/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/10/2001
NO. CD 000129
ACN
ASSESSM ENT
CONTROL
NUMBER
AMOUNT
101 I $2,757.59
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$2,757.59
REMARKS: ROGER B IRWIN ESQUIRE
CHECK#17765
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
Inventory of the real and personal estate of
KATHRYN E. CHANTRY
deceased
l. 50 shares Edward Jones; US West Communications Bond. 4,343 75
2. 50 shares Edward Jones; Nova Scotia Provo Bond . . . . . . . . 5,851 95
3. 1,976.63 shares The Vanguard Group; Long-Term Treasury Fund. . 21,01l 58
4. 1998 Mercury TRacer GS Sedan, 4-cyl. , automatic, 6,182 miles . . 6,900 00
5. Cash on Hand . . . . . . . . . . . . . . 660 00
6. Miscellaneous Personal Property. . . . . 908 00
7. The Vanguard Group - Accrued Dividends 39 55
TOTAL. .
39,714
83
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
55:
Walter J. Chan_~I"Y!_Jr_"--
d. t I d d th this the Executor
~__ accor '"g 0 aw, eposes an says a e
__________ of the Estate of Kathryn E. Chantry
late of _~h~ ~Ol"()tlgll of Carlisle ______, Cumberland County, Pa., deceased and that the
within is an inventory made by Walte~~__~_han~-Lr"._ ----~l the said Executor
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
sworn
2001
. t:~l~n~.ICutor
Sworn
and subscribed before me,
_205 C~~Lane
Notarial Se
Jacque!ine L. Drawbaugh, olary Public
Carlisle B~ro, Cumberland County
My Commission Expires Aug. 14,2003
Member, Pennsylvania A~ffialion of Notaries
Death _____
Day
__ Ca~l:i,sle, PA 17013
Address
j
Date of
05
2001
Month
Year
INSTRUCTIONS
f. 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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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
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
RecorDcc,
Regt; t,',::' L
/ ot
VVi!lS
om
ole -7
All :34
Roger B. Irwin Esq.
Irwin McKnight & Hughes
60 ~est Pomfret Street ClerK
Carlisle PA 17013 Cumberlar,J
f-{)-leJ
11/30/2001
Kathryn E. Chantry
05/10/2001
2101-0571
Cumberland
101
REV-1547 EX (12-97) PC
Amount Remitted
PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
- - REV~1547 EX -(li6-97)-PC - - - - - - - - - - - - - Notic-E -elF rNi=fERIT "-NCE-t:A5f :AF'P RAis-E ME-Nt: - "i::LOWANCE- OR - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF Kathryn E. Chantry FILE NO. 2101-0571 ACN 101 DATE 11/30/2001
TAX RETURN WAS: (~) ACCEPTED AS FILED ( [] ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14,15 and/or 16,17 and 18 will
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount on Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
0.00
31,207.28
0.00
0.00
8,507.55
20,148.40
17,864.19
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
77,727.42
13,016.09
206.22
(11) 13,222.31
(12) 64,505.11
(13) 0.00
(14) 64,505.11
reflect figures
(15)
( 16)
(17)
( 18)
0.00 X .00= 0.00
64,505.11 X .045= 2,902.73
0.00 X .12 = 0.00
0.00 X .15 = 0.00
( 19) 2,902.73
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08/09/2001 CDOO0129 145.14 2,757.59
TOTAL TAX CREDIT 2,902.73
BALANCE OF TAX DUE .00
INTEREST .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.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B
(collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to
appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. Make check or money order
payable to: REGISTER OF WillS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania
Inheritance and Estate Tax (REV-1313). Applications are available at the Office of the Register of Wills or any of the 23 Revenue District Offices, or by
calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local
Harrisburg area (717) 787-8094, TDD# (717) 772-2252 (Hearing Impaired Only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of tax (including discount or interest) as
shown on this Notice must object within sixty (60) days of receipt of this Notice by:
--written protest to the PA Department of Revenue Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative OR
--appeal to the Orphans' Court.
ADMINISTRATIVE
CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post
Assessment Review Unit, Dept. 280601 Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax
Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death a five percent (5%) discount of the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before
January 18,1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the same
time period as you would appeal the tax and interest that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes
which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes
which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2001 are:
YEAR
1982
1983
1984
1985
1986
1987
1988-1991
INTEREST RATE
20%
16%
11%
13%
10%
9%
11%
DAilY INTEREST FACTOR
.000548
.000438
.000301
.000356
.000274
.000247
.000301
YEAR
1992
1993-1994
1995-1998
1999
2000
2001
INTEREST RATE
9%
7%
9%
7%
8%
9%
DAilY INTEREST FACTOR
.000247
.000192
.000247
.000192
.000219
.000247
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAilY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment
is made after the interest computation date shown on the Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
SA
(/
Name of Decedent:
KATHRYNE.CHANTRY
Date of Death:
May 10.2001
No. 21-01-0571
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete: ---X..- Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes ~No
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 be filed with the Clerk of Orphan's Court and may be
attached to this report.
(V)
l7)
<C,-:
~ /j - d!z.--.
Signature ! \
IRWIN, Mc~IGHT & HUGHES
Date:
1/16/02
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Roger B. Irwin. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
z
c=:t:
J
x
Personal Representative
Counsel for Personal Representative
Capacity: