HomeMy WebLinkAbout01-0644
REGISTER OF WILLS FOR CUMBERLAND COUNTY, PENNSYLVANIA
Estate of
PETITION FOR GRANT OF LETTERS
OLIVE B. JONES No. ::::2, - 0, - (0 4-4::.-
also known as
, Deceased
Social Security No. 306-10-9524
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
GJ
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors
Decedent, dated 7/19/94 and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.I.a., d.b.n.c.t.a.: pendente lite, durante absentia: durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
r
Name
Relationship
Residence
1
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with hislher last family or principal
residence at 1000 West South Street, Carlisle, PA
Decedent, then 85
years of age, died 5/25/
(list street, number and municipality)
,2001 ,at Carlisle, Cumberland County
(Location)
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 Pennsylvania .................... $
(if not domiciled in PA Personal property in County .............................. $
Value of real estate in Pennsylvania ........ ............................................................................... $
Total ..................................................................................................................... $
6,000.00
6,000.00
Real Estate situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Typed or printed name and residence
William R. Sierer II
1824 Rosedale Avenue
Middletown PA 17057
Dale E. Jones
_I f_
--.
PETITION FOR PROBATE and GRANT OF LETTERS
02\- 01- (o4L
olive B. Jones
No.
To:
Estate of
also known as
Register of Wills for the
. Deceased. County of CUMBERLAND in the
Social Security No. 306-10-9524 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 execut OR
in the last will of the above decedent, dated 7-19-94
and codicil(s) dated
named
,19_
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CUMBERLAND County, Pennsylvania, with
h ER last family or principal residence at 1000 WEST SOUTH STREET, CARILSLE,PA.
(list street, number and muncipality)
Decendent, then 85 years of age, died 5-25-2001 ,2PJ
at C'...arlisle ,Cumberland County
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:
$ 6,000.00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters Testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ss
COUNTY OF CUMRF.RT ,AND 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.
Swom to 0< affirmed and ,ub,cribed {7o-L'Ir .,
before me thO E5TH day of ~
y: , 01 ~
l::
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No 21 - 01 - 644
.
Estate of
OLIVE B JONES
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
and Letters
are hereby granted to
AND NOW <Jill Y g. xW.2O.01., 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 JUL Y 19, 1994
described therein be admitted to probate and filed of record as the last will of
OLIVE B JONES
I ESTAMENTARY
WILLIAM R SIERER II and DALE E JONES
MARY CLEWIS
~.
FEES
$ 40.00
$ 6.00
$
$ 6. 00
~.OO
TOTAL - $ 57.00
Filed ........ IN kY. . ~ , . .2.QQ J . . . . . . . . . . . . .
Probate, Letters, Etc. .........
Short Certificates( q . . . . . . . . . .
Renunciation ................
X-PAGES
JCP
ATTORNEY (Sup. Ct. 1.D. No.)
ADDRESS
PHONE
~
.
Mailed letters to attorney on 9-10-01
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 representative(s) of the
Decedent, Petitioner(s) will well and truly administe~~eJ.J?'~ding to law. . p? .
Sworn to and affirmed and subscribed ~ -::?P ~ ~ .7T
3rd
before me this
day of
'} ~v >001 IJI~ ~
li1fi!i:' {;;;;. ~ . "l/(. fJtti. .
MAR CLEWIS
Estate of OLIVE B. JONES
DECREE OF REGISTER OF WILLS OF CUMBERLAND COUNTY
No.
also known as
Deceased
21 - 01 - 644
Date of Death: 5/25/01
Social Security No: 306-10-9524
AND NOW, JUL Y 9, 2001 2001
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters !XI Testamentary (J of Administration
, in consideration of the Petition on the
are hereby granted to William R. Sierer, " and Dale E. Jones
((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate)
in the above estate and that the instrument(s), if any, dated July 19, 1994
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters.................................... $
Short Certificates(s) .............(2) $
Renunciation ..........................
Extra Pages ( 2 ) ...............
I.T.R.......................................
JCP Fee .................................
Inventory ................................
Other..................................... .
TOTAL .............................$
40.00
6.00
MARY CLEWIS
$
$
$
$
$
$
$
6.00
~~
Attorney: Krug, Rob A
1.0. No: 25123
Address: 53 East Canal Street
Dover
PA 17315
5.00
57.00
Telephone: 292-5615
DATE FILED:
JULY 9, 2001
Mailed to attorney on 7-10-01
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMON'NEALTH OF PENNSYLVANIA
DEPARTMENT OF HEAtHI VITAL RECORDS
LOCAL REGISTRAR'S CERTiFICATION OF DEATH
T 4862933
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MAY 2 9 2001
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Olive
B.
Jones
Date
[)eatl"
May 25, 2001
Female
No.
306-10-9524
:3 June 27, 1915
Sa r a hA~To-dd
,_ ,Memorial Home
Lf('-,;\11
Lemoyne, PA
Cumberland
Carlisle
.._ ,F e.CIQ;;Y ~ClQ@_
Widowed
;ton~~';'~_~~=.:~~ (Dress
Decf~a~n1.~ory
^/lai"nn A(j'(';"F"cSarah A.
!' ,II, ~ . JI _",h)
ArrTled Forces! \Yes t'JO)_,_~~
White
William R. Sierer, II
Todd Memorial Home, 1000 W. South St.,
-~!~arTrsTe-;:'Jf AI] 0 1 .
JohnPaul Kirkpatrick
/'\d(jr~?"::; oi-
nent Beaver
(~aU(Je
Urich Funeral Home, Inc., Box 322, 305 W. Front St.,
, -Cew-ish er-ry~--P A'-I'! 339 ____n._.nn___. --., --..-----.-------..--. - --.------
Interval Between
Onset and Death
ASHD
Unknown
C>}'-lciitlon~.
Describe how injury occurred:
xx~
Honl;C!cj('
CoulcJ
Detenllined
Cert1ier
Belvedere Medica enter
850 Walnut Bottom Rd.
Geor e P. Branscum, M. D.
. . _____'""._________,___________ _ ._._.,._,._______.M______,_
(M.D" DO.. Coroner, ME)
Carlisle, PA 17013
May 28, 2001
T "ie"
)! e ',!y copied from a fHig'nal certificate
r!~~lnai certificat8Nill iJ,~ olwarcJed 0 the
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t "j e Hi! 0 mat i u
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OLIVE B. JONES
I, OLIVE B. JONES of New Cumberland, Pennsylvania,
being of sound mind, memory and understanding, do make, publish and
declare this as and for my Last Will and Testament, hereby revoking
and making null and void any and all Wills and Testaments and
writings in the nature thereof by me at any time heretofore made.
ITEM 1: I direct that all my just debts and funeral expenses be
paid as soon after my demise as may be convenient.
ITEM 2: All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situated, whether it be real,
personal or mixed, including property over which I have a power of
appointment, I give, devise and bequeath unto my spouse, Paul W.
Jones, absolutely, provided he survives me for a period of thirty
(30) days.
ITEM 3: Should my spouse predecease me, fail to survive me for a
period of thirty (30) days, or should we die simultaneously, I then
give, devise and bequeath my remainder estate unto Richard P.
Jones, Dale E. Jones, William R. Sierer II and Rose Marie Sierer,
in equal shares per stirpes.
ITEM 4: I direct my Executor to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to which
my Estate or the transfer of any property passing hereunder or
otherwise passing by reason of my demise, may be subject and to
charge such taxes against my residuary estate, it being my
intention that none of the aforesaid taxes, either federal or
state, on any property required to be included in my gross estate,
under the provisions of any state or federal law now in force or
{)ft~ l3-~
OLIVE . JONES
(SEAL)
hereafter enacted, shall be prorated among the persons interested
in my Estate to whom such property is or may be transferred or to
whom any benefit accrues.
ITEM 5: I appoint William R. Sierer II and Dale E. Jones, or the
survivor thereof, as Co-Executors of this my Last Will and
Testament.
ITEM 6: I direct that my Executor or his successor shall not be
required to give bond for the faithful performance of their duties
in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this
( 7 '/Jl day 0 f
II
, 1994.
~11' ~
(f/~, ,
OLIVE B. JONES
The preceding instrument, consisting of this and one other
typewritten page was on the day and date thereof signed, sealed,
published and declared by OLIVE B. JONES, the Testatrix herein
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.
OF
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OF
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
We, OLIVE B. JONES, Rob A. Krug and Vickie A. Reinecker, the
Testatrix and the 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 Testament, and
that she signed willingly, and that she executed as her free and
voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testatrix
signed the Will as witnesses, and that to the best of their
knowledge, the Testatrix was at the time eighteen years of age
or older, of sound mind, and under no constraint or undue
influence.
WITNESfj2S.
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OLIVE B. J NES
SWORN TO AND SUBSCRIBED
BEFORE ME THIS /q~DAY
OF (In ;;~
NOTARY PUBLIC
(SEAL)
My Commission Expires:
Notarial Seal
VICiO L Bode, NolaIy Pttk
Dover Boro, Yorl< County
My' Commission Expires Oct. 23, 1995
A&&ocIaIIon ci
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
~
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: OLIVE B. JONES
Date of Death: 5/25/01
Estate No. 2001-00644
SSN: 306-10-9524
File No.
Date Letters Granted: 7/9/01
Will No. 21-01-0644
Adm. No.
To the Register:
I certify that Notice of 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 7/16/01
Name Address
Richard P.Jones 1589 Lisburn Road
Wellsville PA 17365
Rosemarie Seier 1824 Rosedale Avenue
Middletown PA 17057
William R. Seier, II 1824 Rosedale Avenue
Middletown PA 17057
Dale E. Jones 1589 Lisburn Road
Wellsville PA 17365
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
none
Personal Representative
X Counsel for Personal
Representative
(Signature
Rob A. Kruq, Esquire
Name (Please type or print)
53 East Canal Street
Address
Date: 10/16/01
Capacity:
Dover
PA 17315
Telephone No. 717-292-5615
REV-1S00 EX+ (6-00)
'*
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
e- llo- ~4'J.-1
o REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
2 -01 00644
""'CciUNTYCODE --VEAR- - - NUMBER- -
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Jones Olive B.
DATE OF DEATH (MM-DD-Year)
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD-Year)
306-10-9524
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
~ 27 Is-'
OS/25/2001
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
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[X] 1. Original Return
D 4. Limited Estate
00 6. Decedent Died Testate (Attach copy of Will)
D 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (dateofdeath after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy ofTrust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and ""95)
03. Remainder Return (dateofdeathpriorlo12-13-82)
D 5. Federal Estate Tax Return Required
fL 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A} (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Rob A. Kru Es uire PO Box 155
FIRM NAME (If Applicable)
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53 East Canal Street
TELEPHONE NUMBER
717-292-5615
Dover
PA 17315
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. 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) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous 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 Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
OFFICIAL USE ONLY
(1)
(2)
(3)
(4)
(5)
4,735.21
(8)
4,735.21
1,297.00
161,112.82
(11)
(12)
(13)
162,409.82
-157,67461
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(14)
-157,674.61
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
X (15)
X (16)
X .12 (17)
X .15 (18)
(19) -:J:/IlSOL..V ~""
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
1824 Rosedale Avenue
CITY I STATE I ZIP
Middletown PA 17057
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2)
3. InteresVPenalty if applicable
D.lnterest
E. Penalty
5.
TotallnteresVPenalty (0 + E) (3)
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)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX OUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
4.
....-.-.
"J-1VS,Q/..v'iN r
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ...................... . ....... 0 IZJ
b. retain the right to designate who shall use the property transferred or its income; ...................... ............ 0 IZJ
c. retain a reversionary interest; or. ........................... ...................... ........................ ....... 0 00
d. receive the promise for life of either payments, benefits or care? . .............. .......................0 IZJ
2. if death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?........ . .................... ................. ................. ................. D 00
3. Did decedent own an "in trust for" or payable upon death bank account orsecurity at his or her death? ................. 0 IZJ
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?. . .................... ..................... .................. . . ..... 0 [K]
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 preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
{?~
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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%
172 PS. 99116 (a) (1.1) (i)].
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% 172 P.S. 99116 (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 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 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% 172 P.S. 99116(a)(1.2)).
The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% 172 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at feast one parent in common with the decedent, whether by blood or adoption.
REV'1508EX+11-97).~_
'.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Jones Olive B.
FILE NUMBER
21 01
00644
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. United American Insurance Check 448.30
2. Refund from funeral home 70.00
3. Met-Life Stock 2,597.44
4 Bank of Hanover acct # 889652 1,619.47
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
4,735.21
''''.,,''',.,,'',..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Jones
Olive B.
21
01
00644
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5) Wm R. Sierer and Dale Jones 600.00
Social Security Numbe~s) I EIN Number of Personal Representauve(s}
Street Address
City State Zip
Year(s} Commission Paid: 2003
2. Attorney Fees Rob A Krug, Esq 600.00
3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 57.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Filing fees for Petition for Small Estate 40.00
TOTAL (Also enter on line 9, Recapitulation) $ 1 297.00
(If more space is needed, insert additional sheets of the same size)
..~.
''''';''''''''9''~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
Jones Olive B.
FILE NUMBER
21 01
00644
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
161,112.82
1.
Dept of Public Welfare
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
161 112.82
REV;1513EX".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Jon"~ Olive R. 21 01 00644
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
See 9116 (a)(1.2))
1. Richard P. Jones son 25%
2. Dale E. Jones son 25%
3. William R. Sierer son 25%
4. Rose Marie Sierer daughter 25%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - 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)
"'-'
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Jrnf1f~i(e unil
of
~I$flllnrld.
OLIVE D. JONES
It OLIVF. 8. JONES of New Cumberland, Pennsylvania,
betllg of sounll mIIIII. nlem<lry alld understolldill8, do make, publish alld
declare tllis as allt! for my Last Will and Testament, lJereby revoking
Bnd making Ilull and void any and oIl Wills and Testaments slid
writillgs ill tIle nsture Lllereo[ by me ot any time Ileretofore made.
ITEM 1: I dll'eel that all my just debts find funeral expenses be
paid as soon after my demise as may be convenient.
ITEM 2:
All tile rest, residue and remalllder of my estate, of
whatsoever nature anti wheresoevea- sItuated, whether it be real,
llersoflol ot' mixelJ, illCllldillg property over wlllch I 11Bve B power of
appointment, I give, devise and beflueath unto my spouse, Paul W.
JUlies, ailsolutely, provided he survives me for a lperiod of tllirty
(30) Jaye.
HEll 3:
5110111<1 my spO\lse predecease nle, fail to survive me for a
period of tllirty (30) days, or should we dIe sImultaneously, I tllell
give, devise Bnd bequeatlJ my remaiJlder estate unto Richard P.
Jones, Dale E. JUlies, William R. Sierer II and Rose Marie Sierer,
ii' equal sllores per stirpes.
ITEM 4:
I direct my Executor to pay all inheritance, estate,
succession and legacy taxes of whatsoever nature and kind, to whicl.
my Estate or the transfer of any property passing Ilereunder or
otherwIse pOBsing by r8asoh of my demise, may be subject and to
~IIRr8e sucll taxes against my residuary estate, it being my
'\
illtelltion tllot Ilone of tile aforesaid taxes, either federal or
state, 011 any Ilrollerty re1lulred to be included in my gross estate,
ullder tile provisiullS of 811Y sLale or federal law now in force or
'JZ ' (' J
t, L.'l ), (JI,-_I-"
OLIVE D. JONES
(SEA!.)
hereafter enacted, 811811 be prorated among the persons interested
in my Estate to wllom such property is or may be transferred or to
wllom any benefit accrues.
ITEH 5:
I appoint William R. Sierer II and Dale E. Jones, or the
survivor tllereof, as Co-Executors of this my Last Will and
Testament.
ITEH 6:
I direct tllat my Executor or his successor shall not be
required to give bond for tIle faithful performance of their duties
in allY jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this
/'r'/;l day of
J~I
(/
, 199'_.
rf:'~:L. !f.Ju MA-
Of,!VE D. JONES
The preceding instrument, consisting of this and one other
typewritten page was on tile day and date tllereof signed, sealed,
published and declared by OLIVE B. JONES, the Testatrix herein
nsmed, as Bnd for Iler Last Will and Testament, in the presence of
us, who at Iler request, in her presence and in the presence of each
other, have subscribed our names as witnesses hereto.
jcJ~~
Z> (1</ \ It
leo, I 'Lr!L
\
COHHONWEUTII OF PENNSYLVANIA
COUNTY OF YORK
We, OLIVE n. JONES, Rob A. Krug and Vickie A. Reinecker, the
Testatrix and tile witnesses respectively, wllose names Bre signed
to tile foregoing instrument, bel~g first duly sworn, do hereby
declare to tJ,e ulldersigned autltority tllot the Testatrix signed
and executed the instrument as Iter Last Will and Testament, and
tllat she signed willillgly, and that slle executed as her free and
voluntary act for the purposes therein expressed, and that each
of tile witnesses, in the presence and Ilearing of tile Testatrix
signed the Will as witnesses, and that to the best of their
kllowledge, tJ'e Testatrix was at tile time eighteen years of age
or older, of sound mind, and under no constraint or undue
influence.
"m~ ~
. '/(,,-l-lJ . /
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cJ)!<-.;,. 8 ~rp~"
OLIVE II. J NES
OF
SWORN TO AND SUBSCRIBED
BEFORE ME TUIS /tJ!/..DAY
~.u~ . 1991..
(d&. .' ;q)r!'--
NOTARY PUBLIC
(SEAL)
'\
My Commission Expires:
--
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MyComrnlssloo~O:t.23. 1995
'\, / b -,;29' c:2 - 7
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recorded
RegistEr
of DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
AlO '4 jiOUNTY
. lCN
05-05-2003
JONES
05-25-2001
21 01-0644
CUMBERLAND
101
ROB A KRUG
53 E CANAL
PO BOX 155
DOVER
.03
MAY -9
ESQ
ST
'*
REY-15~7 EX AFP (01-051
OLIVE
B
Allount Rellitted
I PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: 15"4j-Ex-AFP--foY:oiY-NoYicE-oF-YNHERiTAifci-YAx-A-P PRAisEHENT-,--AL1-oWANci-oR"-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
OLIVE B FILE NO. 21 01-0644 ACN 101
Clen<-
PA 173l(.!JumberlarKl
ESTATE OF
JONES
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 05-05-2003
I~ an assessment was issued previously, lines 14, 15 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. Allount 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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(,5)
(6)
(n
.00
.00
.00
.00
4,735.21
.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 J)
14. Net Value of Estate Subject to Tax
(9)
UO)
1,297.00
161,112.82
Ul)
(2)
(3)
(4)
NOTE:
.00 X
.00 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forI! with your
tax paYllent.
4,735.21
162.409 82
157,674.61-
.00
157,674.61-
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
TAX CREDITS:
rAynl:NI RECEIPT (+J 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.)
JRD/June 30, 1992/17858
JUN 0 4 2003 ~
In Re: Estate of Olive B. Jones
Late of Carlisle Borough
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-2001-0644
NO. 21-2001-0644
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: Rob A. Krug, Esquire
Date of Decedent' s Death: 05-25-2001
Date of Delinquency Notice: 04-09-2003
The undersigned, Donna M. Otto, Register of Wills, in accordance with Rule 6.12,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 04-09, 2003, and that the ten (10)
day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the
Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a
hearing to determine whether sanctions should be imposed upon the delinquent personal
representative or counsel for the delinquent personal representative.
Date: 06-04-2003
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
7..:;.. )- D) r;,JoII-)h
A hearing is scheduled for at in Courtroom No.3. Ifthe Status Report is filed
prior to the hearing date, the hearing will automatically be cance
.~)
~\\~\~ 0\
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/09/2003
SIERER WILLIAM R II
1824 ROSEDALE AVENUE
MIDDLETOWN, PA 17057
RE: Estate of JONES OLIVE B
File Number: 2001-00644
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: 5/25/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: v'File
Counsel
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U.S. Postal Service
CERTIFIED MAil RECEIPT
(Domestic. Mail Only; No Insurance Coverage Provided)
Postage $
Certified Fee
Return Receipt Fee
(Endorsement Required)
Restricted Delivery Fee
(Endorsement Required)
Postmark
Here
Total Postage & Fees $
Sent To fi ~
-~:;~~::t/:OO';--;R%6d~1;$-? --------------------------
-CiiY.-State,-Z(P;.;{----------xi ---- ,--- -- ___c____ ;?--------- ---------------- -- -------
~r~ 17~/S-
)-lS ~(lr!11 ~8mJ Janudry;:::001 See Reverse for Instructions
. Complete items 1, 2, and 3. Also complete
item,4 if Restricted Delivery is desired.
. Print your name and address on the reverse
'so that we can return the card to you.
. Attach this card to the back of the mail piece,
or on the front if space permits.
1. Article Addressed to:
~a.~~.
!?tf!t6ox." /55
J1k,~ /?<.. /73/5
I
o Agent
o Addressee
C. Date of Delivery
DYes
DNa
JUHI3_
3. Se.J;llfce Type
1:1' Certified Mail 0 Express Mail
o Registered 0 Return Receipt for Merchandise
o Insured Mail 0 C.O.D.
4. Restricted Delivery? (Extra Fee) 0 Yes
2. Article Number
(Transfer from service label)
PS Form 3811 , August 2001
7001 2510 0006 5862 0463
Domestic Return Receipt
102595-02-M-0835
STATUS REPORT UNDER RULE 6.12
v;
O(
Name of Decedent: Olive B. Jones
Date of Death:
5/25/01
Will No.: 21-2001-0644
Admin. No.:
Pursuant to Rule 6.12 ofthe 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 Q
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 0
Date: ~/03
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 attacbed to Ibis ~
Signl '6'
Rob A. Kruq, Esquire
Name
fV'\
r'r~
N
0...
PO Box 155, Dover, PA 17315
Address
\0
.--
-~
:::s
"
717-292-5615
Telephone No.
i,..j
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a:
4~~
p
Capacity: 0 Personal Representative
gCounsel for personal representative
RELEASE
IN RE: Estate of
Olive B. Jones
No. 21 01 00644
RECEIPT, RELEASE, REFUNDING, AND
INDEMNIFICATION AGREEMENT
The undersigned beneficiaries under the Estate of Olive B. Jones, deceased, do hereby:
1. Acknowledge that he or she has examined and approved the attached First and Final
Account and Schedule of Distribution of the Estate of Olive B. Jones, copies of which are
attached hereto.
L. \.,iuives lilt: fiiing of till;; L\Ccoum ano SdleJull;.
3. Acknowledges receipt of the sum indicated on the Revised Schedule of Distribution.
4. Releases William R. Sierer, II, and Dale Jones, Co-Executors of the Estate of Olive
B. Jones, and their heirs and personal representatives, from all liabilities, whether due to the
Executors' negligence or otherwise, which he may have by reason of the administration of the
Estate.
5. Agrees to refund to the Executors any portion of the distribution to which he or she is
not properly entitled, and to the extent of said distribution, to indemnify for the claims made
against them as Executors, and to reimburse to them all expenses and costs incurred in
connection with any such claims; and
6. Declares that this instrument shall be legally binding upon the undersigned, his or her
personal representatives, successors and assigns.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
)n ~ ,2003.
RICHARD P. JONES
DALE E. JONES
~~-
'j ROSE MARIE SIERER
/t://~ /t7Y/~
WILLIAM R. SIERER
",
RELEASE
IN RE: Estate of
Olive B. Jones
No. 21 01 00644
RECEIPT, RELEASE, REFUNDING, AND
INDEMNIFICATION AGREEMENT
The undersigned beneficiaries under the Estate of Olive B. Jones, deceased, do hereby:
1. Acknowledge that he or she has examined and approved the attached First and Final
Account and Schedule of Distribution of the Estate of Olive B. Jones, copies of which are
attached hereto.
2. Waives the filing ofthe Account and Schedule.
3. Acknowledges receipt of the sum indicated on the Revised Schedule of Distribution.
4. Releases William R. Sierer, II, and Dale Jones, Co-Executors ofthe Estate of Olive
B. Jones, and their heirs and personal representatives, from all liabilities, whether due to the
Executors' negligence or otherwise, which he may have by reason of the administration of the
Estate.
5. Agrees to refund to the Executors any portion of the distribution to which he or she is
.. properly entitled, and to the extent of said distribution, to indemnify for the claims made
against them as Executors, and to reimburse to them all expenses and costs incurred in
connection with any such claims; and
6. Declares that this instrument shall be legally binding upon the undersigned, his or her
personal representatives, successors and assigns.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
rY\A'1 ,2003.
(Utd~
'--' RICHARD P. J ES
o JLctlt
DALE E. iolj,tJs~
"",