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Home My WebLink About01-0727 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS &.l:1lJ- 0'12'7 Estate of JOSEPH D. CHIARA No. also known as , Deceased Social Security No. 162-22-0071 Petitioner(s)who Ware 18 years of age or older apply(ies) for: (Complete "A" or ''E" Below:) W A. Probate and Grant of Letters and aver that Petitioner is the executrix_ named in the Last Will of the Decedent, dated Sentember 14.1977 and codicil(s) dated NONE State relevant cireumstancGS, e.g. renunciation, death of @xecutor, ete 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 incompetent: o B. Grant of Letters of Administration (c.r.a., d.b.n.c.t.a.: pendente lite; durante absente durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence . . (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cwnberland County, Pennsylvania, with his/her last family or principal residence at (list street, nwnber and tnWlcipality) Decedent, then ~tars of age, died Februm:v 15, 1999 at ~ ~ Eb-L/ I (Location) Decedent at death o\vned property with estimated values as follows: (If domiciled in PA) All personal property. . . . . .. . . .. . . . . . . . .. . . . . . . . . . . . . .. .. . . $ (If not domiciled in ~A) Personal property in Pennsylvania ........................ $ (If not domiciled in PA) Personal property in County. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ Value of real estate ih Pennsylvania. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 60.000.00 Total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 60.000.00 Real Estate situated as follows: 1302 Carlisle Pike. Camp Hill. Pennsylvania Wherefore. Petitioner(s) respectfully request(s) the probate of the last wm and Codicil(s) presented. with this Petition and the grant of letters in the a ro riate form to the undersi ned: or rinted name and residence Estelle Chiara 353 Furlong Lane - J1'~ -'7 Oath of Personal Representative Commonwealth of Pennsylvani~ County of Cumberland The Petitioner(s) above-named swear(s) and aff'mn(s ) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of the Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Rvd;./~ e/~~A_) Sworn to and affirmed and subscribed before me this AltC:tll~T '6T i day of DECREE OF REGISTER c-' Deceased 1.1- 01- '72'7 Estate of JOSEPH D. CHIARA., also known as No. Social Security No. 162-22-0071 Date of Death: February 15, 1999 \: =t AND NOW, ~.. ~ ,2001, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters )Q Testamentary CI of Administration (Cl.t.a., d.b.n.e.b.a.. pendente lile.duran~ta.dunwte"minoritatel are hereby granted to Estelle Chiara in the above estate and that the instruInent(s), if any, dated Se 1977 described in the Petition be admitted to probate ed of record as the last ~~_of Deced FEES Letters.............................. . Short Certificate(s)....... Ren un ciation.. .... ........... Affidavit( )...................... Extra Pages( )................ Codicil............. ........ ......... JCP Fee............................ Inventory & Tax Forms. Oth er................................. TOTAL................ $ 115.00 ~ $ I ..tl.DG 5.00 t $ ..:-1~B.88 Ll.D. 00 Date Filed: Attorney: Nora F. Blair, Esquire Supreme Court ID 45513 5440 Jonestown Road P.O. Box 6216 Harrisburg] PA 17112-0216 (717) 541-1428 ' Please mail the Certificate of Grant of Letters and Short CertIficates, if any, to Nora F. Blair, Esquire. dl"Ol "7~7 (each) a subscribing witness to law, depose(s) and say(s) that GISTER OF WILLS OF COUNTY OA TH OF SUBSCRIBIN.G__WITNESS codicil will presented herewith, (ea being duly qualified according to present and saw the testat , sign the same and that request of testat in h other subscribing witness(es)). signed as a witness at the resence of each other) (in the presence of the Sworn to or affirmed and subs me this Register (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS ~5TQLE C If I ftRA 1tN1> Ab~ PE:1~SD^, (each) a subscriber hereto, (each) being duly qualified according to law, ep.ose(s) and WG A~ E familiar with the signature of , testa~ of ( . es ) the ~ pres~nted herewith and that WE. AK'E believe' the signature on t~the handwriting of ::roseIJt-I- D. (ltk-A1<Pr- to the best of _ 0 LA,R.._ knowledge and belief. ~~JJ~ ~ (Name) (Address) HIOS.90S REV. (09/00) This is to certify that this is a true copy of the record which IS on file m the Pennsylvania Division of Vital Records m accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It ,is illegal to duplicate this copy by photostat or photograph. No. ~!I~ Charles Hardester State Registrar G\~s. ~-r: 4~.'" /'r. Robert S. cZirJnerman, Jr., MPH Secretary of Health 1325065 JAN U 2iUul Date Hl05.143 A.... 2187 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH C163U1 TYPEIP_T IN PEJlMANENT IILACK INK NAME OF DECEDENT (f.... Middle. LaSIl 1.-:SOS~t>l-l D. CHi A ({ A SEX 2. Ma 1 e STATE fIlE ,.,,_R SOCIAL SECURITY NUMBER )2, 3.162- - 22 1999 AGE {Lasl8ir1MovI UNOI:R 1 YEAR -- Dave lIUITHI'I.ACE (CiIy af1d PlACE OF DERH (Checl< <riot """ .... ",",,,,d.o',, "" - .. _Off~Country) () HOSPI1AL; H a r ri s bur 9 rO\ lnpalionC ~ 7. ... fAClllTY NAME (II nollnSl4\JlJol>. !lIV8...... and ~.I ~D 5. 70 COUNTY OF DERH YIS. 1a. INfORMANT'S NAME (T ypelPrinl) 2IIL Estelle Chiara METHOD OF DISPOSITION O -10 ~D __StIlteD 0anMian 0Ihef ~ 21.. penncylvania ~ .... in a Cumberl and -.hip? 17d.D:"'~'-=oI UOTHER'S NAME (F.... Middle. M-. Suon.."..) II. Beatrice Landis INfORMANT'S MAlUNG ADDRESS (SIr.... CityIbon. _. Zip Code) ~1302 Carlisle Road cam Hill Pa. 17055 PlACE OFDlSPOSlTION. Nomeol~ er....-y lOCRlON .~, Slate, Zip~ Of 0Ihef ...... 210. Roll i n 9 G r e e n 2101. C amp Hill P a . NAME AHO ADDRESS OF Il\ClUTY ~ M ers F.H. 37 E main St MBG Pa 17055 UCENSE NUMllER ORE SlGNEO h ~ C,+(;)~'7 S' - L- (MonII'i~J s-' CfCj. ~ ~ ~ DATE PRONOUNCED DEAD (_. Day. -.r) MS CASE REFERRED 10 MEDICAl EXAMlNERICOAONER? 24. :8 M. 25. ).. 1';-' lj "I 3.... 0 Noli! 27. PlUfT I: E....tne _. ir1juMs Of~ions which _the _. 00 not......,,,. mode 01 dying. ""'" aa cat_Of rospifalOfy a"MI. shod< Of heart 1oiIuf.. I "-imoI. PART .: 0Ihef sigI1ilIeonI_~" -. bul UIl onty.......... on.......... !::::...r ~ nol.-.lling in.... ~- gMn In !WIT I. I l MARITAl STATUS._ _Mon1ed.-' 0MIfeed (SpeciIy\ 14. Marri ed 170.~ -.__.. Lower RACE._ -. -. _.. ooc. (Spay) . 1L W hit e SURVIVING SPOUSE IK_.govo__ ...Dauphin DECEDENT'S USUAl OCCUf'IIQ'ION (~":=:n~'::::zt.:T Owner Alcorn ..... 1711. ~ MANNER OF DEATH DATE OF INJURY (NonIh. Day. -.r) TIME OF INJURY INJURY R WORK? DESCRIBE HOW INJURY 0CCUFIflE0. ....0 NoD - Suicide Pending IfwMligellon o o o PlACEOFINJURY....._......._.lecloIy._ M. -- ~ oc.1SpecoI't\ _. VM D NoD OF DEAJH? - -e: D D _ide 2tll. CEJlTIFIEIl cChedl on., onoI 'CERTIFYING PHYSICIAN IPh_C-Of~ cause of _ _ anoIher <>/WSoCoan "'" Pf~ dealtl ana c..-ect Item 231 To..._oI"'Y--......thoc:<:unad_......CMIU(.'__'H a_..................................................... a. 301. SlGHRU~ OF CERTifIER D 31_. LA1J '-J LICENSE NUMBER DATE SIGNED,.......... Day.- 31.. t\ 'D ~'-t t) <gT~-- '- 31<1. 2. - J :;- - Cf q NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (Item 27) Type Of Point (A I ~-p I tV 1=0 sloE. R. t\ 0 D tt-N-I\.\ s&u.Rlf- fte;.(171) L Could not be_ '1'flONOUNCIHG ANDCERTIFY\NG PHYSICIAN (Physocoan bolh "'''''''''''''''9 cealll and c__ to cause of deallll To ... _ 01 my kno...... _II> ce........ ..... _. dote. and p1ac.. _ due 10 ... eauoeca' _ ",.nne' aa.,....... . . . . . . . . . . . . . . . . . . . . . . . . 'MEDICAl EXAMINEAlCORONER On the be... o'examinatlon and/or Investigation. in my OJIinlon. IIeetll occurred at .Ile time. date. and place, and due to the .ause(a' _ """'.... .a ltated.. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. . . .. . . . . . . . . .. .. . . . . . . . . , . . . . . . . .. . . .. .. .. . .. . .. . . . .. .. . .. 31.. 33. ~';~?h~~k I.P../I~ /1 ~ 32. DATEFILEDIMonlh.Oay. _, 34. reh rtL ~J-Of-17.7 WILL AND TESTAMENT NATIONWIDE OFFICE EQUIPMENT CO., INC. J1 Harrisburg, Pc. .JOSBPH D. CBIAJlA . of . CUp H1.1.1 in the COWlty of Cwaberland and State of Pennsylvania, being of sound lnind, memory anti understanding, do make and publish this my last will and testalnent, hereby revoking and Inuking void all former wills by me at any time heretofor~ made. And first, I direct that my funeral be conducted in manner corresponding with my estate and situation in life and that all my just debts and funeral expenses be fully paid and satisfied 'as soon as conveniently may he after my decease. As to such estate as it hath pleased God to intrust me with, I dispose of the same as follows, VIZ: I give, devise and bequeath unto .ay beloved wife, E,S'TEELE ~':I of the Borough of Camp Rill, CumberlandCount:y.,. PenD8ylvania, all my property. real, personal and mixed, of what nature or kind soever, and wheresoever the aam.e shall be at the time of my death. In the event my wife and I die simultaneously or in fluch an accd.d4ent or occurrence where it cannot be determined who survived theother or :I.f my wife predeceases me, then, in that event, I give, .devise and bE!C[ueath unto, lD~' two beloved children, John Steven Chiara and Donna Jo Peterson, both e,f Cumberland eounty, Pennsylvania, all my property, real, personal and mixed,. of what natur4! or kind. soever, in equal shares. In the event lIlY beloved wife, .ESTELLE CHIARA, isunab 1e to act .us Executrix of this Will or predeceases me, 1.. in. .that event,1'IOIIlinate and appoint my daulhter, DoDD& Jo Peterson, to aet .. Ixec.Utl"u. .of. thia ...tate. I waive any requirement which ma~ have been otherwise 1mpoaed upon the. Executrix or alternate !xecutrizQ! ay"..tat.e, .to. post .a band in conaeetion with the adainl.tration of thi8 .state. ....... ", \~ And I hereby nominate, constitute and appoint ESTELLE CHIARA Executrix of this my last will and ,testament. In Witness Whereof, I JOSEPH D. CBIARA the Testat or ,have to this, my . will,. written on one sheet of paper, set my hand and seal, this 14th day of ~ . September A. D. One Thousand Nine Hundred and .eventy-seven (1977) Signed, sealed, published and declared by th J08epb D. Chiara (SEAL) as and for his last will and testament, in the presence of us, who have hereunto subscribed our names at request as witnesses th.ereto, in the presence of the said Testator ~~~:r~~...."'.'. ............ .. ...... ..l11....~......B...a.. .......t.I.r....J.....Yt................... .......... his and of each' other. CD ~ ...c ...... 0 ... e .... .... " c..- o ....c S .., .., ~ < ..... ~ *' \Sl . ~ ~ .1 a ~ t-f'" Q tt ~ . .-Q 4 ~'8 ~ :: ~ 1lJ5~ ~ ::ti &t OJ p ...... Sfnt -..t ~ ~ ..... .... Ji ~ :z... ~-cti JQN ( ~ IN RE: : BEFORE THE REGISTER OF WILLS ESTATE OF JOSEPH D.: CUMBERLAND COUNTY, PENNSYLVANIA CHIARA : NO. 2001-0727 CERTIFICATION OF NOTICE UNDER RULE 5.6(9) Name of Decedent: JOSEPH D. CHIARA Date of Death: February 15, 1999 Will No. Admin No. To the Register: I certifY that the Notice of Beneficial Interest 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 of JOSEPH D. CHIARA on August 8, 2001. Name Add~ss Estelle Chiara 353 Furlong Lane Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Dated: August 9, 2001 ....---2 F. Blair Counsel to Personal Representative Supreme Court ID #45513 5440 Jonestown Road P.O. Box 6216 Harrisburg, PA 17112-0216 (717) 541-1428 :=S?~ -"-.. Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Chiara, Joseph D. also known as , Deceased No. 21 - 01 - 0727 Date of Death 2/15/1999 Social Security No. 162-22-~071 Estelle Chiara The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Signature: ~ ~-<.~ Estelle Chiara Attorney: Nora F. Blair 1.0. No.: 45513 Signature: Signature: 5440 Jonestown Road PO Box 6216 Harrisburg, P A 17112 Telephone: (717) 541-1428 Address: Address: 353 Furlong Lane Camp Hill, PA 17011 Telephone: Dated: S-7-1)). .11i.l.i~/_~,.. Personal ProDertv 1991 Buick Park Avenue 2,500.00 Total Personal Property 52,500.00 /: c: ':--'J P j...': ..... r .. ....~ (Attach additional sheets if necessary) To,~I,PersOllal Property and Real Estate 590,760.00 .. "" ......... Register of Wills of Cumberland County, Pennsylvania INVENTORY continued . Deceased No. 21 - 01 - 0727 Date of Death 2/15/1999 Social Security No. 162-22-0071 Estate of Chiara, Joseph D. also known as Real Estate House at 1320 Carlisle Road, Camp Hill, PA 1701. Assessed in 1999 for $6,000.00. Common Level Ratio for February, 1999 was 14.71 88,260.00 Total Real Estate 588,260.00 2 / t.'- ,;:J~LP. 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 1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER 'C,,-,NTY ACN 06-24-2002 CHIARA 02-15-1999 21 01-0727 CUMBERLAND 101 .02 ,JUL -1 NORA F BLAIR BLAIR LAW OFFICE PO BOX 6216 HBG r. PAl 7112~' t * REY-1547 EX AFP (al-aZI JOSEPH D Allount Rellitted J CHANGED nJ (2J (3J (4J (5J (6J (7] 88.260.00 .00 .00 .00 2.500.00 .00 .00 (8J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REv:i54j-Ex-AFP-(oi-:ii21--NoTicE--oF-i-NHERi;:AircE-~"-Ax-jrpPRA-iiEMiNT~--ALi-owAircE-c'-i----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CHIARA JOSEPH D FILE NO. 21 01-0727 ACN 101 DATE 06-24-2002 TAX RETURN WAS: (X J ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule AJ 2. Stocks and Bonds (Schedule BJ 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax 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 (15J 16. Allount of Line 14 taxable at Lineal/Class A rate (16J 17. Allount of Line 14 at Sibling rate (17J 18. Allount of Line 14 taxable at Collateral/Class B rate (18J 19. Principal Tax Due TAX CREDITS: NOTE: 111745.89 .00 nlJ n2J n3J n4J (9J nOJ 791014.11 X 00 = .00 X 06 .00 X 00 = .00 X 15 = NOTE: To insure proper credit to your accountl subllit the upper portion of this forll with your tax paYllent. 901760.00 11.741; 89 791014.11 .00 791014.11 n9J= .00 .00 .00 .00 .00 . n" lu.n. .u._..... . I .r+T AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-J TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED 1 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ1 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J (Y ~// Register of Wills of Dauphin County STATUS REPORT BY PERSONAL REPRESENTATIVE UNDER RULE 6.12 Name of Decedent: JOSEPH D. CHIARA Social Security Number: 162-22-0071 Date of Death: February 15, 1999 Estate No. 21-2001-0727 Administration 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: ~s ~ X 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: Within the next year 3. If the answer in 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 the Orphans' Court and may be attached to this eport. Date: April 3, 2002 :~'qUlll~] , ;:) ...---2 Nora oj Blair, Esquire Counsel for Personal Representative Supreme Court ID 45513 5440 Jonestown Road Post Office Box 6216 Harrisburg, PA 17112-0216 (717) 541-1428 8:;: ZU ~- tJdV ZOo J '& v Register of Wills of Dauphin County STATUS REPORT BY PERSONAL REPRESENTATIVE UNDER RULE 6.12 Name of Decedent: JOSEPH D. CHIARA Social Security Number: 162-22-0071 Date of Death: February 15, 1999 Estate No. 21-2001-0727 Administration 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 X No 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: 3. If the answer in No.1 is ''Yes'', state the following: A. Did the personal representative file a final account with the Court? Yes No X 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_X D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~ 4 ~ Date: May ~ 2002 N P -' ... ... ,. '; '..... ........ r F. Blair, Esquire Counsel for Personal Representative Supreme Court ID 45513 5440 Jonestown Road Post Office Box 6216 Harrisburg, PA 17112-0216 (717) 541-1428 ~k -6"/18/ bel, 0 orJ" ENDER: COMPLETE THIS SECTION . 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, X or on the front if space permits. /fiii;;1 ~ ~ 5'11./0 ~ ~ /~/fllt /7//). 2. Article Number (Transfer from sery;qe I~bel) '0; 0 _ .:: . . ~ , ~ . ~ . ~ March 2001 __lfJ1ll....HlJIA."'flDUI.fh.'..HIl1f1fifJ:JII.... 3. Service Type lJiJ""C8rtified Mail D Registered o Insured Mail o Express Mail o Return Receipt for Merchandise DC.O.D. 4. Restricted Delivery? (Extra Fee) . ....~;~... :!': DYes L , Domestic Return Receipt 102595-01.M-142 JRD/June 30, 1992/17858 ,. .~. . ' . .. Estate No.: 21-2001-0727 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA In Re: Estate of Joseph D. Chiara Late of Lower Allen Township NO. 21-2001-0727 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: Nora F. Blair, Esquire Date of Decedent's Death: 02-15-1999 Date of Delinquency Notice: 01-08-2002 The undersigned, Mary C. Lewis, 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 01-08,2002, 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: 03-21-2002 f/~. Distribution: Personal Representative Counsel for Personal Representative Estate File k bj c:2Ii; ~J-I Y ,'3i) 41/11/ A hearing is scheduled for it in Courtroom No.3. If the the hearing date, the hearing will automatically be cancelled. ...._,-.0.__ ~ z w o w " w o I!! ~~. ~~~ "..il ~ *1 CO~THOFPBHn'LVIHA """"""""''''''''''' DEPT.2llOeOl HfoRRIlIIIl.AG.PA 171_~~.___ _ /6 - (:3'4Ug~LY7 FILE NUMBER 21 01 "___ <;:Q!'L~rrJ;~9DE YEAR .... --1-:~C:~;~~~Ro~ ~UMBER .. - .jTH~ REruRNR:~~:~~~ ;~: YOTH THE I SOCIAL SECURITY NUMBER I I "'0 3. RemainderRetum(dateofdeathpriorto12-13~2) o 5. Federal Estate Tax Return Required REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Chiara, Joseph D. ~~ ~;~~~MM~D.YEAR)m-l:A~~ ;~:2(;M~D.vEAR) .____ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) Chiara, Estelle 1. Original Return ~ " ~ ~ W " lEPHONE NUMBER 717/541-1428 1. Real Estate (Schedule A) 2. Stocks lO1d Balds (Schedule B) 3. Closely Held Capoo aIioo, Partnership ex SoIe-Prop<ielcxship 4. Ma1gages & N<Xes Receivable (Schedule D) 5. Cash, Illv1k Deposits & Miscellaneous PllIBOI1lIi Property (Schedule E) 6. Jointly OWned Property (Schedule F) o SeparaIe Billing Requested 7. Inter-VMlS T......ters & Miscellaneous Non-P_ Property (Schedule G ex L) 8. T_I Gross _ (ldaI Unes 1-7) 9. Funerlll Expenses & AdministralNe Costs (Schedule H) 10. Debts d Decedent, Mortgage Uabil~ies, & Liens (Schedule I) o 4. Limited Estate 181 o o 2. Supplemental Return o o o 4a. Future Interest Compromise (dale of death after 12-12-82) 7. Decedent Maintained a living Trust (Attach copy of Trust) 10. Spousal poverty Credit (dale of death betWeen 12-3H11 and 1-1-95 6, Total Number of Safe Deposit Boxes o 11.Election to tax under Sec. 9113(A) (Attach Sch 0) 6. Decedent Died Testate (Attach copy of Will) 9. litigation Proceeds Received 0727 NUMBER ,~ "z :!l!l 8~ 11. Total DGductlons (talal Unes 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 5440 Jonestown Road PO Box 6216 Harrisburg, P A 17112 (1) (2) (3) (4) (5) (6) (7) CS'FICIAL USl:.~'-t h,J '. 88,260.00 None None None co 2,500.00 None O. ,. None (8) 90,760.00 (9) (10) 11,745.89 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 79,014.11 x .00 (11) 11,745.89 (12) 79,014.11 -------.-- -- (13) (14) 79,014.11 (15) 0.00 (16) (17) (18) (19) 0.00 13. Charitable and GCM!Illmental Bequests/See 9113 Trusts fexwhich an electioo to tax has not been made (Schedule J) 14. Net Value Subject 10 Tax (Une 12 minus Line 13) 15. Amount of Une 14 taxable at the spousal tax rate. ex transfers under Sec. 9116(a)(1.2) z o " I! " . . o " ~ ~ 16. Amount of Une 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amoun taxable at collateral rate x .06 x .12 x .15 19. Tax Due CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYrlENT Copyright 2000 form software only The Lackner Group, Inc. 20. 0 >> BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << Form REV~1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1302 Carlisle Road CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) 2. CredrtsIPaymeots A Spousal POIIerty Credrt B. Prior Payments C. Discount (1) 0.00 Total Credrts (A + B + C) (2) 0.00 3. InterestIPenalty ~ applicable D. Interest E. Penalty 0.00 TotallnteresVPenalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Une3, enter the d~erence. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Une 1 + Line 3 is greater than Une2, enter the d~erence. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA This is the BALANCE DUE. (5B) Maka Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No : ::~:::~~oi=:':~=~~~~tran~f~I~;;ij;;in~~muummuu R ~ c. retain a rewrsionary interest; oruuu. . mmmmm.UU uu.uumuuuuummUU n 15<1 d. receive the promise for life of erther~, _rts or care? D ~ 2. If dealh occurred after Decerrber 12, 1952. did decedent transfer property within one year of dealh without receiving adequate consideration? mmuu.....uuu u..u......mmm.......uuuuuuu. D ~ 3. Did decedent a.vn an .in trust for" or payable upon dealh bank account or security at his or her dealh?uu 0 ~ 4. Did decedent a.vn an Individual Retirement Account. annuity, or other non-probate property which contains a beneficiary designation? ............................ ....................... 0 ~ 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, includin!;l accompanying schedules and statements, and to the besl of my knowledge and belief, il is true, correct and complete '?~l!~I~~_oL.E.~p~rer ol~_lhan the ~.!!?~lll_l"!presentaliv& IS _~sed onaJI !!lfonnallol!~ wll~~J)repare!~~s,a_ny knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE ~':'T-iA,_ d. (~ ~bm-RS6N RESPON-SII3LEFOR F-IIING R-ETUifN- ADDRESS 353 Furlong Lane Camp HilI,l'A 17011 ..5/7/:; "2..--- /-OATE ADDRESS 5440 Jonestown Road PO Box 6216 Harrisburg. P A 17112 DATE S' - 7- D 2 For es 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 su,,"ving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l 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% [72 P_S_ ~9116 (a) (1.1) (il)]_ 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 ~ 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% [72 PS ~9116 (a) (12)] The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 45%, except as noted in 72 PS 39116 1.2) [72 P S ~9116 (a)(l)] The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P,S. 39116 (a) (13)] 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 . SCHEDULE A REAL ESTATE COMMOhWEALTHOF PEN6Yl...VNIA IN'ERlTANCE TAX RET\.AN ""'''"''' OEC<DENT - -- .. ..1 FILE NUMBER. I 21-01-0727 ESTATE OF . Chiara, Joseph D. 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 excfianged between a willing buyer and a willing seller. ne~her being compelled to buy or sell. both having reasonable ~nowledge of the relevant facts. Real property Which Is jointry-owned with right of survivorship must be disclosed on schedule F. VALUE AT DATE OF DEATH 88,260.00 ITEM NUMBER 1 DESCRIPTION ---.". House at 1320 Carlisle Road, Camp HilI, PA 1701. Assessed in 1999 for $6,000.00. Common Level Ratio for February, 1999 was 14.71 TOTAL (Also enter on Line 1, Recapitulation) 88,260.00 . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONNEAL TH OF PeH>YLVANA I~TAN;E TAX RElU'lN AE:SlDENT DECEDENT ESTATE OF . ChIara, Joseph D. .1 FILE~~~~IE~0727- Include the proceeds of litigation and the date the proceeds were received by the estate. All property joinUy-owned with the right of survivorshIp must be disclosed on schedule F. ITEM NUMBER ----- I 1991 Buick Park Avenue DESCRIPTION VALUE AT DATE OF DEATH 2,500.00 TOTAL (Also enter on Line 5, Recapitulation) 2,500.00 *' SCtEIU..E H FUNERAl... EXPe&S& AIlItWtSTRATlIIE COS j S COMMONIiEAL 1M OF PfH6'flVNU. Ir+ERlTNlCE TAX AE'fl.RII ....."""DE<:EDEM" ESTATE OF Chiara, Joseph D. FILE NUMBER 21-01-0727 Debts of decedent must be reported on Schedule I. - ----------------.------------ ITEM ! NUMBER: A~--TFlJNERAL EXPENSES: I I Myers Funeral Home 2 I Monument DESCRIPTION AMOUNT 3 Funeral luncheon 4 Pastor B. ADMINISTRATIVE COSTS: PersooaI RepresenlatMl's Conmissloos 1. Social Security Number{s) I EIN Number eX Persooal RepresentalM!(s): 2. 3. S~ Address City State Zip Year(s) Commission paid Attorney's F.... Blair Law Office -- Nora F. Blair Family~: (~decsdenfs sddress is not the same as claimant's, attach explanation) Claimant Estelle Chiara ~ Address 1302 Carlisle Road City Camp Hill State P A Spouse 17011 Zip Relationship cI Claimant to Decedent Probate F.... Cumberland County Register of Wills Cumberland County Law Journal Carlisle Sentinel 5 Accountant's Fees 4. 6. Tax Return Preparer's Fees 7. I Other Administrative Costs Executor's Expenses (mileage, postage) TOTAL (Also enter on line 9, Recapitulation) 4,998.00 1,800.00 200.00 50.00 750.00 3,500.00 120.00 75.00 74.39 178.50 11,745.89 *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT --------------------- --..----- -- - --------------- --- - ------ I __J__ I FILE NUMBER 21-01-0727 ESTATE OF Chiara, Joseph D. NUMBER NAME AND ADDRESS OF PERSON(S) RECEMNG PROPERTY I RELATIONSHIP TO . .~CEDENT AMOUNT OR SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Estelle Chiara 353 Furlong Lane Camp Hill, P A 17011 Wife 100% E_cklIllI'lI1lOUntll for distributions shown _00 lines 15lhrough 17, as appropriate, 00 Rev 1500 CtNef sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE . i i B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500COVER SHEET WILL AND TESTAMENT NATIONWIDE OFFICE EQUIPMENT CO.. INC. Harrisburg, Po. 11. JOSEPH D. CHIARA of Camp Rill in tilC CUWlty of Cumberland and State of Pellllsylvania, being of sound mind, memory ana understanding, do make and publish this my last will and testament, hereby revoking and ,,,::king void all former wills by me at any time heretofore made. And first, I direct that my funeral be conducted in manner corresponding with my estate and situation in life and that all my just debts and funeral expenses be fully paid and satisfied as soon as cOll\'enientIy may be after my decease. As to such estate as it hath pleased God to intrust me with. I c1ispose of the ':!me as r"l!ows. VIZ: I give. devise and bequeath unto .l1tS beloved wife, ESTF.ELE CHIARA, of the Borough of Camp Hill, Cumberland County., P.ennsylvania, all DIY property, real, personal and mixed, of what nature or kind soever, and wheresoever the same shall be at the time of my death. In the event my wife and I diestmultaneously or in such an accident or occurrence where it cannot be determined who survived theother or if my wife predeceases me, then, in that event,. I. .g1.ve. devise and bequeath unto my two beloved children, John Steven Chiara and Donna 3~.P.eterson, both of Cumherland County, Pennsylvania, all my property, real, per.acma.1 and mixed, of what nature or kind soever, in aqual shares. In the event my beloved wife, ~TELLE CHIARA, is unan Ie to act as Executrix of this Will or predeceases me, I,. in that event, nominate and appoint my daughter, Donna 30 Peterson, to act as ExecutrtT. of thift eatate. I waive any requlrer.ll:'nt w~dch may. have been otherwise imposed upon the Executrix or alternate Executrix of my. eatate to post a bond in connection with the administration of this estate. And I hereby nominate, constitute and appoint ES'l.'ELLE CHIARA Executrix of this my last will and .testament. In Witness Whereof, I JOSEPH D. CHIARA the Testat or ,have to this, my will, written on one sheet of paper, set my hand and seal, this 14th day of - September A. D. One Thousand Nine Hundred and seventy-seven (1977) Signed, sealed, published and declared by th Joseph D. Chiara (SEAL) --~., -'as and for his last will and testament, in the presence of us, who ha~'e hereunto subscribed our names at his request as witnesses thereto, in the presence of the said Testator and of each other. (?:rd-<LL~7:?/LC:,.,y!L _______ _,,' - VI.q.,Bc\uvY' - LJ'I.. ctl .... :>, .-< - <lJ C - " .-< {;w " ..... ~ c ,.., - ., ~ ., .... ~ 0( tl;l <00 " .. S ....... .... E d " ., Q :I'" <lJ ,0 ., p.. . ~] ::: t:! ~ 0 bC :o;l '" u " eJ <lJ :I -0 Cl '" .0 -0 '" ..-< " .- a " ..... . .., :I '" " ., .. ..'" .. ""... tt: