HomeMy WebLinkAbout01-0962
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
also known as
DELBERT.. KIDD
~ '" i\ "be \ 'r\~t
No. 21-01-962
12.. K.\d.d
,t
, Deceased
Social Security No. 496 -42 - 5965
DORIS KIDD
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[K] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix
the Decedent, dated 06/02/2000 and codicil(s) dated None
Initial Grand of letters
named in the last Will of
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 incompetent:
D B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; 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:
I Name Relationship Residence I
Doris Kidd wife 36 Fairfield Street, Carlisle, PA
Timothy Kidd son 703 S. Broadway, Urbana IL
Kristine Kidd daughter Salem VA
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
County, Pennsylvania with his/her last family
or principal residence at 36 Fairfield Street, South Middleton Twp, Carlisle, PA 17013
(list street, number, and municipality)
Decedent, then ~years of age, died 03/14/2001 at Res idence, PA
(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
56,000.00
$
$
$
$
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 a riate form to the undersi ned:
DORIS KIDD
36 Fairfield Street, Carlisle, PA 17013
17-AS,- "
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
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 knowledge and belief of Petitioner(s) and that, as personal representative(s) of
the Decedent, Pet~ioner(s) will well and truly administer thQJe ac.cordi~
Sworn to or affirmed and subscribed ~
DORIS KIDD
before me this ~ day of
OCTOBER
2001
~:Y~Jh~Au4uo/-
For the egister
1:
No.
21-01-962
Estate of DELBERT.. KIDD QllLJ,Q ~l ~t ~, K'dd
Deceased
Social Security No: 496 -42 - 5965 Date of Death: 03/14/2001
AND NOW,
OCTOBER 19
, 2001 ,in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [!] Testamentary D Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante aosentia; durante minoritate)
are hereby granted to
DORIS KIDD
in the above estate and that the instrument(s) dated
06/02/2000
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . . . .
$
115.00
'o/~yc2>7Uh~::.,~:t ;jQ..,<,}'
Short Certificate(s).
$
9.00
Renunciation.
$
Attorney:
Lisa M. Greason, Esquire
Affidavits (
$
I.D. No:
78269
Greason Law Office
155 South Hanover Street
Extra Pages (
) .
$
12.00
Address:
Codicil. .
$
Carlisle, PA 17013
JCP Fee.
$
5.00
Telephone:
717/241-3030
Inventory.
$
Other . .
$
TOTAL.
$
141.00
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Hl0S.90S REV/09100~
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records 1ll 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.
~II~
G\~s. ~ 4~~~ "cr.
Robert S. <Zi.oJnerman, Jr., MPH
Secretary of Health
Charles Hardester
State Registrar
1454180
^PR 3 2001
Date
21-01-962
@
(;J
Hl05. ,0&3 Rev. 2Ill7
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
TYPElPRINT
IN
PEAIlAHENT
8t.ACK _
R
SEX
2. Ma 1 e
STATE FilE NUlolllEA
SOCIAl. SECURITY NUMSEA
2.496
4. March 14, 2001
UNDER 1 YEAR
_ ll#ta
BIRTHPlACE (C.ty and
S1aIe Of FCteogn CllfW*vI
Cedar County
7. Missouri ...
FACIUTY NAME (II not ........""'.9"'" 51..... and~'
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60 v,.
s.
COUNTY OF l:lfJITH
~\
Cumberland
White
SUfMVWoIG SPOUSE
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DECEDENT'S USUAL OCCUPl1lllON
l~"=:~':i"'::~:'r'
. l1L Electircal Engineer 11lo. US Government
DECalENT'S MAIlING ADDAESS (SIr.... ~. _. ZIpCor>>I DECEDENT'S
36 Fairfield Street ~~~
Carlisle, Pa 17013 ~~
'"
_R'S NAME IF.st. _. Last)
1L Delbert Kidd
HFOflMANT'S _ (TypoIPrinl)
__ Doris Kidd
METHOOOF DISPOSITION
_ 0 C,_ion ua __51al.o
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MOTHER'S NAME iF..t. Mo<ldIe. MOlden Su,"ame)
It, Marie J r
INFORMANT"S loIAIUNG AOllflESS (SIr.... Cilync-., SlaIa. Zip Code)
2Gb. 36 Fairfield St. Carlisle PA 170
PlACE OF DISPOSITION - _ of Camalary, c,ematory LOCRlOH . Cily(1bwn, SloI.. riP Cocla
Of 0.- Place
2~?rktowne Crematory
NAME ANOAOORESS OF FAClUTY
22c. Ronan Funeral HalE 255 York ReI. 1701
LICENSE NUMBER
221>. .u J \ 10), '"2. L nc. I) y I CJI
~CASE REFERRED TO ME~XAMINERlCORONER?
.... Nol)i{
a.
I Approximat. PART M; 0Iher incant concMkJns COftIritMAing 10 death, but
:..._ _n nol......ing., the...-tylng..... QNal'.,1WIT I.
: onMt and deeth
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ciIyjlIaID.
Cumberland
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24. 25.
27. MAT I; En'... the cMe.saS. lntwMts Of complications which CIIused lhe death 00 not net' lhe mode ot dying, such as cardiac 01 ,esptralory anest. shodc 01 heatt failur.
LisI onty ooe cause on each 11M
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DUE 10 lOA AS A CONSEOUENCE OF):
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DUE1O(OA AS A CONSEOUENCE OF):
OUE TO lOR ASACONSEOUENCE OF):
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WERE AUlOPSV FINDINGS MANNER OF DEATH
~PRlOA1O ~
COMP\.ETION OF CAUSE Natural HamOcida 0
OF Of)D'H?
Accidanl 0 Panding _;gabon 0
V.. 0 No 0 Suicide 0 Couad not ~ de.ermlned D
DATE OF INJURY
IMoo....~. _)
TIMe OF \NJURV
INJURY AT WORK? OESCRISE HON INJURY OCCURRED.
_ D NoD
__ 2811.
CERTIFIER IC"""" oniy one)
.CER'TIFYING PHYSICIAN (Phys.ckln cert.ty.ng cause d <WaIn wf'IefI.anOl"et pnvs.clan has Pfonoonced deal" ana compteled l1em 23)
To...... of my knowledge, death occuf"red due lID .. cause(s) and mattMr.. ltated.
3Oa. 3CIII.
PlACE OF 'N.JUAV . AI homa. ta,m. ..,eal. factOfY.offic.
~ _.\Spec"",
:lOa.
M. 300.
3Od.
LOCATION (5,,_. C.....nown SIal.)
."IONOUNCJHG AND CERTIFYING PHYSICIAN (Physcsan bolh ptonouocl/"lQ cjea1t1 and Cerbf'fl'1Q to cause of oeattll
To the beet of my knowkHtg~. ct..lh OCCUl'red .t !he tIMe, dale, and ,IKe, and due to the c.usee.).nd manner .. I.aled..
301.
. SIG"U 'fD T)~ OF CERTIFIER
~ 31.. . ~ \-.... ~
LICENSE NUMBER
o 31C.\.) ~ - ~ \ \;) \0 <', S - \... 31d.;'
NAME AND AOORESS OF PERSON WHO COMPLETED CAUSE
(ltem2nT~orPrint Robert Levy DO
Carlisle, Pa 17013
'MEDICAL EXAMINER/CORONER
On the b.ai. 0' .x.mi"ation and/or investigation. in my opinion, death occurred .t the (1m., date. and plilce. and due to the cause..) and
....nnet .. .tateel.. . . . . . . . . . . . . .. .. ....... - . . . . . . . . . . .. .. . . . . . . . .. .. .. . .. .. . . . . . . . . . . .. . . . . . . . . .. .. . . . . . . . . . . . . . . .
31..
REGISTRAR'S SIGNATURE A~ ~. ~":--'-.)..~
o
kNl~IIOI
32.
DATE FilED (Month Day_ Y'ear)
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\'\\u-c.~ l~ d-OO\
Jalf ~ur ana ~~n1Jtenf1-96~
oJ
DELBERT KIDD
I, Delbert Kidd, of Carlisle, Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish and declare this to
be my Last Will and Testament, hereby revoking and making void all previous Wills and
Codicils heretofore made by me.
FIRST
larder and direct my personal representative hereinafter named to pay all of my
just debts, funeral expenses and expenses involved or connected with the
administration of my estate as soon after my death as is reasonably possible. However,
my personal representative need not accelerate and pay those unmatured obligations
which, in his, her or its opinion, it might be proper and more advantageous to retain or
renew and pay as they become due and payable. If I do not own a burial plot or a grave
marker at the time of my death, I authorize my personal representative, in his, her or its
sole discretion, to purchase a burial p!ot and to erect a suitable marker at my grave, and
to expend sums from my estate for this purpose.
SECOND
I give, devise and bequeath my entire estate together with all insurance proceeds
thereon of whatever nature and wheresoever situate to my beloved spouse, Doris
Kidd, providing that she survives me by sixty (60) days.
D"LtJ I~
, .
THIRD
Should my spouse, Doris Kidd, predecease me or die on or before the sixtieth
(60th) day following my death, then I give, devise and bequeath my entire estate
together with all insurance proceeds thereon of whatever nature and wheresoever
situate in equal shares to my children Timothy Kidd, of Urbana, Illinois and Kristine
Kidd, of Pittsburgh, Pennsylvania, who survive me by sixty (60) days, per stirpes.
FOURTH
My executor and trustee are authorized and empowered to exercise from time to
time in his, her or its sole discretion and without prior authority from any Court, in
respect of any property forming part of any trust hereby created or otherwise in its
possession hereunder all powers conferred by law upon trustees or executors and the
testator intends that such powers be construed in the broadest possible manner.
FIFTH
I nominate, constitute and appoint my spouse, Doris Kidd, of Carlisle,
Cumberland County, Pennsylvania, Executrix of this my Last Will and Testament. In the
event Doris Kidd is deceased, unable or unwilling to serve or shall cease to serve for
any reason whatsoever, then I nominate, constitute and appoint my daughter, Kristine
Kidd, to serve instead. I direct that my personal representative shall not be required to
give or post bond for the faithful performance of his, her or its duties in this or any other
jurisdiction.
/~
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SJ~
. .
SIXTH
I hereby declare it to be my expressed desire that my personal representative
employ Turo Law Offices of Cumberland County, Pennsylvania, for legal advise and
assistance regarding this my Last Will and Testament, they having considerable
knowledge of my affairs, views and wishes respecting any matters that may arise at the
probate of this instrument, the administration of my estate, and the execution of the
powers herein mentioned.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and
Testament this d- day of ___7 l.( 14.~ ,2000.
~
Witness
[)~
Delbert Kidd
J~
.
r'
b UL U. LxIn/fh
Witness
. '
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
:SS
COUNTY OF CUMBERLAND
I, Delbert Kidd, the Testator whose name is signed to the attached or foregoing
instrument, having been duly qualified according to the law, do hereby acknowledge
that I signed and executed the instrument as my Last Will and Testament; that I signed
it willingly, and that I signed it as my free and voluntary act for the purposes therein
expressed.
{)(,If~ /~
Delbert Kidd
Sworn or affirmed and acknowledged before me by Delbert Kidd, the Testator,
thisM day of J rAn e...- ,2000.
~~'~
Notary b!iC
Notarial Seal
fv1ary M. Price. Notary Public
Carlisle .80.ro, Cumberland Count
My CommIssion Expires Aug. 18. 2603
. I
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
We, //0,-,) ~f-O and ReneeJfI.Yn/fn . the witnesses
whose names are attached to the foregoing document, being duly qualified according to
the law, do depose and say that we were present and saw Testator sign and execute
the instrument as his Last Will and Testament; that he signed willingly and that he
executed it as his free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testator signed the Last Will and
Testament as witnesses and that to the best of our knowledge the Testator was at the
time 18 or more years of age, of sound mind and under no constraint or undue
influence.
~-
~LV-- JJ. Jmifh
Sworn or affirmed and subscribed before me by ~ (J V1 It,.tro
R~V)€e vYJ, S\A1 ,.t h this M day of JUYJ€,t ,2000.
and
.~) ;If,O~
Nota bllc
Notarial Seal
Mary M. Price, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Aug. 18. 2003
CERTIFICATION OF NOTICE
UNDER RULE 5.6(!}
E:
---
Name of Decedent: DELBERT KIDD alkla DELBERT R. KIDD
Date of death: March 14,2001
Will No. 2001-00962
PA File No. 21-01-0962
S.S. No. 496-42-5965
TO THE REGISTER:
I certify that notice of 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.
Name & Address
Kristine Kidd
Box 3040
Salem, VA 24153
Timothy Kidd
703 % S. Broadway
Urbana, Illinois 61801
Doris K. Kidd
36 Fairfield Street
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Respectfully Submitted
GREASON LAW OFFICE
/
0--
I t -I ~- L\ J
Date
/ /
'---'Usa M. Gr aSJj , Esquir~d'- '8qulil:J
155 Sout H over Street . >!lB'8
Carlisle, PA 17013
(717) 241-3030 l S: 8l-J 6 L ^ON lO.
Capacity as Counsel for
Personal Representative
.;..- ;!,
2,n8t1
~. r~_;():")a8
REV - 15ft~X t (6-00) I
'.
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
COUNTY _CODE
00962
_ NUMBER
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
DEPT 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
KIDD, DELBERT R.
.....
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DATE OF DEATH (MM-DD-YEAR)
DArE OFBIRTH(MM-D[)~YEAR)
'03/14/200 I
04/ I 0/2040
--- --. -----
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
I~
OFF ICIA" USE ON!-!
1'7 -15- ,
01
YEAR
SOCIAL SECURITY NUMBER
496-42-5965
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
KIDD, DORIS K
181 1. Original Return 0 2. Supplemental Return
w
..... 0 4. Lirnited Estate 0 4a. Future Interest Compromise (date of death after
~:$Ul
ulr~ 12-12-82)
wl1.U 0 0
",00 6. Decedent Died Testate (Attach copy 7. Decedent Maintained a Living Trust (Attach
ulr..J
l1.1n of Will) copy of Trust)
l1.
<( 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
1 - - 1
NAME
, ..... Lisa M. Greason, Esq.
UlZ
ll;! ~ FIRM NAME (If appitcabia)
Irz
8:( Greason Law Office
TELEPHONE NUMBER
717/241-3030
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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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 & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
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)
o 3. Remainder Retum (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
COMPLETE MAILING ADDRESS
50 East High Street
Carlisle, PAl 70 13
(1 ) 100,000.00 USE UN'c.'"
(2) 20 1,963.54
(3) None
(4) None
(5) None
(6) 34,797.31
(7) None
(8)
336,760.85
(9)
6,797.00
(11 )
6,797.00
(12)
329,963.85
13. Charitable and Governmental Bequests/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)
(13)
(14)
329,963.85
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax ra 5 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
j:::
~
::>
l1. 17. Amount of Line 14 taxable at sibling rate x .12 (17)
::;;
0
u
~ 18. Amount of Line 14 taxable at collateral rate x .15 (18)
.....
19. Tax Due (19)
0.00
0.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
I'
Decedent's Complete Address:
STREET ADDRESS
36 F AIRFILED STREET
CITY
CARLISLE
i STATE PA
ZIP 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 )
0.00
Total Credits (A + B + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4)
(5) 0.00
(5A)
(5B) 0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
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?......... ....... .......... ................... ................................................. .......................
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 I
b. retain the right to designate who shall use the property transferred or its income;....................................
c. 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?....... ...... .......................... ............................ ............................................... ..... 0
o
o
~
~
~
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 01 pe~uf)'. I declare that I have examined this retum. 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.
. \ ATURE OF, PERSOFNSIBLJO~ FILING N ADDRESS ~~~t\~Lk~~~ S!7~TrT
SI NA TUR OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
_m _ ,..... _ _
ADDRESS
DATE
71!3)P~
I ~ATE
r7/131ok
DATE
50 East High Street
Carlisle,PA 17013
For dates of eath on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (ill.
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. 99116 (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 of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116
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% [72 P.S. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
I'
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
KIDD, DELBERT R.
FILE NUMBER
21 - 01 - 00962
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wimng seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
DESCRIPTION
36 FAIRFIELD STREET, CARLISLE, PA170I3
VALUE AT DATE OF
DEATH
100,000.00
TOTAL (Also enter on Line 1, Recapitulation)
100,000.00
'.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
KlDD, DELBERT R.
FILE NUMBER
I 21 _ 01 - 00962
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
UNIT VALUE
. VALUE AT DATE OF
I DEATH
51,112.11
SELIGMAN CAPITAL FUND - CLASS A
AIC # 1584430002
22.75
Thrift Savings Plan - G Fund
AIC # 496-42-5965
49,510.61
Kemper Funds - Class A
Ale # 04-11189-2
3.82
20,418.96
2
The Vanguard Group - VFTC Custodian IRA
17.11
30,921.86
3
Misc. Savings Bonds (See attached list)
50,000.00
TOTAL (Also enter on line 2, Recapitulation)
201,963.54
I SfJ/I/j}{yS (bO)JJJ5
Serial # Date Issued Initial Amt. Value at Death 3/01
L828967379E 3/72 $37.50 $240.98
L828986671E 4/72 " "
L829003724E 5/72
LI001074788E 6/72 " 236.92
LlO03674074E 7/72 239.22
LlO03691196E 8/72 " 239.74
LlO03711893E 9/72 " "
LlO03730654E 10/72 " "
LI016077309E 11/72 " "
LlO16097230E 12/72 235.56
L1016115398E 1/73 " 237.82
LI016131722E 2/73 " 238.42
LlO16151208E 3/73 " "
L1016169107E 4/73 "
L1033825331E 5/73 " "
L1033844628E 6/73 " 234.30
LI033862320E 7/73 236.56
L1043048253E 8/73 " 237.08
L1043066961E 9/73 " 237.12
L1043084113E 10/73 " "
LI043099766E 11/73 " "
L1043118250E 12/73 " 228.18
LI043135237E 1/74 " "
LI057880754E 2/74 " "
L1057899111E 3/74 "
L1057916117E 4/74 " 223.70
LI057931712E 5/74 " 225.84
LI057950019E 6/74 " 226.38
LI057966975E 7/74 " "
L1081502459E 8/74 " "
LI081520350E 9/74 " "
LI083689952E 10/74 " 221. 94
LI089662275E 11/74 " 224.06
L1089680183E 12/74 " 224.62
LI089696912E 1/75 " 224.58
L1089712365E 2/75 " "
L1089730133E 3/75 " "
L1089746813E 4/75 220.18
LI092402278E 5/75 " 222.30
LI092419960E 6/75 " 222.82
Q6186370783E 8/77 $18.75 104.86
Q6205084333E 9/77 " "
Q6205093858E 10/77 10 1. 80
Q6205103196E 11/77 " 93.36
Delbert R. Kidd
496-42-5965
Page 1
Q6205112441E 12/77 $18.75 $93.62
Q6227237748E 12/77 " "
Q6227246878E 1/78 " "
Q6227256049E 2/78 " "
O6247451151E 3/78 84.84
Q6247460159E 4/78 " 82.56
Q6247469255E 5/78 " 79.26
O6247478269E 6/78 79.46
O6247487481E 7/78 " 79.4 7
Q6281120560E 8/78 " "
Q6281129491E 9/78 " "
O6281138500E 10/78 " 77.92
Q6304747397E 11/78 " 78.65
Q6304756258E 12/78 " 78.87
Q6304765111E 12/78 " "
Q6322017824E 1/79 " 78.88
O6322026433E 2/79 " "
O6322034817E 3/79 " "
Q6322043118E 4/79 " 77.33
O6352103083E 5/79 " 78.08
Q6352110780E 6/79 " 78.26
Q6352118440E 7/79 " "
Q6352125877E 8/79 " "
Q6366469234E 9/79 " "
Q6366479947E 10/79 " 76.73
L2181205424E 10/79 $37.50 153.46
L2187184352E 11/79 " 154.90
L2187189151E 12/79 " "
L2187193733E 1/80 " "
L2187196601E 2/80 " "
L2187201222E 3/80 " "
K6462049EE 4/80 " 168.99
K17949280EE 5/80 " 170.67
K17953675EE 5/80 " "
K17958070EE 6/80 " "
K17962438EE 7/80 " "
K17966320EE 8/80 " "
K 179700 lOEE 9/80 " "
K6338688EE 10/80 " 165.69
K6341467EE 11/80 " 154.89
K18692176EE 12/80
K 18694608EE 1/81 " "
K18696933EE 2/81 " "
K19305409EE 3/81 " "
K19307932EE 4/81 " 151.86
Delbert R. Kidd
496-42-5965
Page 2
K19310438EE 5/81 $37.50 $145.38
K19312722EE 5/81 "
K19314931EE 6/81 " "
K19319247EE 7/81 " "
K19321655EE 8/81 " "
K22035334EE 9/81 " "
K22036901EE 10/81 " 142.53
K220390 15EE 11/81 " "
K19921396EE 12/81 "
K 1 9923656EE 1/82 " "
K19925882EE 2/82 "
K22977199EE 3/82 "
K2297915 lEE 4/82 139.74
K22971347EE 5/82 " "
K22981243EE 5/82 " "
K22973439EE 6/82 " "
K22975350EE 7/82 " "
K29l552l5EE 8/82 "
K29157244EE 9/82 " "
K22090856EE 10/82 " 136.98
K22093473EE 11/82 " 125.70
K22095865EE 12/82 " "
K22098091EE 1/83 " "
K30 103079EE 2/83 "
K30105774EE 3/83 " 120.06
lOO 110359EE 5/83 " 113.73
lOOl12687EE 6/83 " "
lOO 1 15080EE 7/83 " "
K30117356EE 8/83 " "
lOO 119845EE 9/83 " "
lOO121980EE 10/83 110.73
K40189077EE 10/83 " "
K40191350EE 11/83 " 108.90
K40193657EE 12/83 " "
K42349460EE 1/84 " "
K42807531EE 2/84 " "
K42814527EE 3/84 " "
K42816740EE 4/84 " 106.05
K42818875EE 5/84 " 104.04
K45585782EE 6/84 "
K45587763EE 7/84 " "
K45589708EE 8/84 "
K48087994EE 9/84 " "
K48090142EE 9/84 " "
K48092275EE 10/84 10 1.34
Delbert R. Kidd
496-42-5965
Page "3
K50193966EE 1 1/84 $37.50 $99.36
K50195876EE 12/84 " "
KSO 197882EE 1/85 " "
K50323285EE 2/85 " "
K50325278EE 3/85
K50878233EE 4/85 " 97.41
K50879063EE 4/85 " "
K53457871EE 5/85 " "
K53458741EE 5/85 " "
K53459792EE 6/85 " "
K53460725EE 6/85 " "
K53461808EE 7/85 " "
K53462739EE 7/85 " "
K54792026EE 8/85 "
K54792890EE 8/85 "
K54793885EE 8/85 " "
KS4 794 706EE 9/85 " "
KS4795676EE 9/85 " "
K54796492EE 10/85 " 95.49
K61088650EE 10/85 " "
K61092972EE 11/85 " "
K62137808EE 11/85 " "
K62 f38722EE 12/85 " "
K62139738EE 12/85 " "
K62140635EE 1/86 " "
K62141544EE 1/86 " "
K62142330EE 2/86 " "
K61326036EE 2/86 " "
K61326778EE 3/86 " "
K61328637EE 3/86 " "
K61327698EE 3/86 " "
K61329604EE 4/86 " 93.63
K613304 79EE 4/86 "
K63505459EE 5/86 " "
K61331567EE 5/86 "
K63506381EE 6/86 " "
K63507198EE 6/86 " "
K63508077EE 7/86 " "
K63508844EE 7/86 " "
K63510714EE 8/86
K64261737EE 8/86 " "
K63509856EE 8/86 " "
K64263581EE 9/86 "
K64262541EE 9/86 " "
K64265228EE 10/86 91.80
Delbert R. Kidd
496-42-5965
Page 4
K64264326EE 10/86 $37.50 $91.80
K64265939EE 11/86 " 83.16
K64266746EE 11/86 " "
K67354508EE 12/86 "
K67101654EE 12/86 " "
K67355356EE 1/87 " "
K67356266EE 1/87 "
K67357062EE 1/87 " "
K67358059EE 2/87 " "
K67358825EE 2/87 " "
K68583015EE 3/87 "
K68583674EE 3/87 " "
K68584472EE 4/87 " 80.94
K68585136EE 4/87 " "
K68586751EE 5/87 80.91
K68586012EE 5/87 " .-
K68587631EE 6/87 .- .-
K74112578EE 6/87 " .-
K74113417EE 7/87 " .-
K74114171EE 7/87 .- .-
K74114926EE 8/87 " "
K74115608EE 8/87 " .-
K74116303EE 8/87 .- .-
K74117106EE 9/87 " .-
K74117920EE 9/87 " .-
K74118517EE 10/87 " 79.32
K80309434EE 12/87 .- .-
K81335234EE 12/87 .- "
K81337949EE 1/88 .- .-
K81336521EE 1/88 .- "
K81339218EE 1/88 " .-
K81340725EE 2/88 " "
K80366114EE 2/88 " "
K80368878EE 3/88 .- .-
K80367591EE 3/88 .- "
K80392609EE 4/88 " 77.76
K80391309EE 4/88 " "
K80394019EE 5/88 " "
K80395240EE 5/88 " "
K80423543EE 6/88 " "
K80424801EE 6/88
K80426270EE 7/88 .- "
K80427530EE 7/88 " "
K81214901EE 7/88 .- .-
K81216895EE 8/88
Delbert R. Kidd
496-42-5965
Page 5
K81215467EE 8/88 $37.50 $77.76
K81218170EE 9/88 " "
K81230764EE 9/88 " "
K81233258EE 10/88 " 76.23
K81231919EE 10/88 " "
K81234435EE 11/88 '"
K81267825EE 11/88
K81269048EE 12/88 " "
K81270447EE 12/88 "
K81271594EE 12/88 " "
K81301901EE 1/89 "
K81300720EE 1/89 " "
K81304293EE 2/89 " "
K81303194EE 2/89 " "
K86166866EE 3/89 " "
K86167945EE 3/89 " "
K86169282EE 4/89 74.01
K88206434EE 4/89 "
K88207761EE 5/89 " "
K88208896EE 5/89 " "
K88210238EE 6/89 " "
K88235629EE 6/89 " "
K88236918EE 7/89 " "
K88238029EE 7/89 " "
K88239265EE 7/89 " "
K88240344EE 8/89 " "
K90671676EE 8/89 " "
K90672799EE 9/89 " "
K90674085EE 9/89 " "
K94730773EE 10/89 " 71.88
K906751 78EE 10/89 " "
K94731 898EE 11/89 " "
K94733089EE 11/89 " "
K94734108EE 12/89 " "
K94735264EE 12/89 "
K94736272EE 12/89 " "
K93455952EE 1/90 "
K94737445EE 1/90 "
K93457135EE 2/90 "
K93458125EE 2/90 " "
K93471936EE 3/90 " "
K93459293EE 3/90 " "
K93473036EE 4/90 69.78
K93473981EE 4/90 " "
K93475041EE 5/90 "
Delbert R. Kidd
496-42-5965
Page 6
.'
K93475904EE 5/90 $37.50 $69.78
K94765752EE 6/90 " "
C25874 71 08EE 6/90 50.00 93.04
C259774817EE 6/90 "
C259778572EE 7/90 " "
C263870476EE 7/90 " "
C263874486EE 8/90 " "
C255330477EE 8/90 " "
C255345701EE 9/90 " "
C255350033EE 9/90 " "
C258461360EE 10/90 " 90.32
C258465865EE 10/90 " "
C258524998EE 11/90 " "
C258529552EE 11/90 " "
C265131964EE 12/90 " "
C259260758EE 12/90 " "
C263121207EE 12/90 " "
C280161782EE 1/91 " "
C288882232EE 1/91 " "
C288886850EE 2/91 " "
C281089365EE 2/91 " "
C281212634EE 3/91 " "
C284 757978EE 3/91 " "
C2848513lOEE 4/91 " 87.68
C290180338EE 4/91 " "
C290278538EE 5/91 " "
C290280870EE 5/91 " "
C292303314EE 6/91 " "
C294145454EE 6/91 " "
C302387394EE 6/91 " "
C302392377EE 7/91 " "
C306376815EE 7/91 " "
C306379035EE 8/91 " "
C306377530EE 8/91 " "
C306380857EE 9/91 "
C324609619EE 9/91 " "
C324610731EE 10/91 " 85.16
C324611574EE 10/91 " "
C324612991EE 11/91 " "
C324614050EE 11/91 " "
C324615477EE 11/91 " "
C324616415EE 12/91 " "
C324617901llli 12/91 " "
C324618888EE 1/92 " "
C324620376!3.E 1/92
Delbert R. Kidd
496-42-5965
Page 7
C324621500EE 2/92 $50.00 $85.16
C324623006EE 2/92 " "
C324625589EE 3/92 " "
C326052475EE 3/92 " "
C377662358EE 4/92 " 82.68
C377657706EE 4/92 " "
C377663703EE 5/92 " "
C377668331EE 5/92 "
C377665950EE 5/92 " "
C377672326EE 6/92 " "
C377674283EE 6/92 " "
C362425863EE 7/92 " "
C362470049EE 7/92 " "
C362572413EE 8/92 " "
C362470050EE 8/92 " "
C362572414EE 9/92 " "
C362674629EE 9/92 " "
C386273482EE 10/92 " 80.24
C386223130EE 10/92 " "
C362674630EE 10/92 " "
C386329804EE 11/92 " "
C386342288EE 11/92 " "
C386427495EE 12/92 " "
C386439824EE 12/92 " "
C400207455EE 1/93 " "
C4002200 12EE 1/93 " "
C400228978EE 2/93 " "
C400294110EE 2/93 " "
C400303119EE 3/93 " 74.48
C400398180EE 3/93 "
C400411402EE 4/93 " 72.56
C400503356EE 4/93 " "
C400517586EE 5/93 " 72.64
C400538866EE 5/93 " "
C416695254EE 5/93 " "
C416719003EE 6/93 " "
C416802943EE 6/93 " "
C416924009EE 7/93 " "
C416828921EE 7/93 " "
C416957650EE 8/93 " "
C417045525EE 8/93 "
C417076285EE 9/93 " "
C438488157EE 9/93 " "
C438522496EE 10/93 .. 70.76
C438615800EE 10/93 " "
Delbert R. Kidd
496-42-5965
Page 8
C438651671EE 10/93 $50.00 $70.76
C438776580EE 11/93 " 70.96
C438741842EE 11/93 " "
C438802387EE 12/93 " "
C450669135EE 12/93 " "
C450695922EE 1/94 "
C450792440EE 1/94 "
C450818223EE 2/94 " "
C450905633EE 2/94 " "
C450931665EE 3/94 "
C451023778EE 3/94 "
C470046664EE 4/94 " 69.12
C470046665EE 4/94 " "
C470141659EE 4/94 " "
C470173326EE 5/94 " 69.48
C470265016EE 5/94 " "
C470291690EE 6/94 " "
C470370592EE 6/94 "
C470401167EE 7/94 " "
C482232888EE 7/94 "
C482267508EE 8/94 "
C482348311EE 8/94 " "
C482386645EE 9/94 " "
C482472589EE 9/94 " "
C482508675EE 10/94 " 67.64
C482543043EE 10/94 " "
C492656131EE 10/94 " "
C492687229EE 11/94 " 67.88
C492767022EE 11/94 " "
C492803881EE 12/94 " "
C49288040 lEE 12/94 " "
C492916213EE 1/95 " "
C492990872EE 1/95 " "
C493031068EE 2/95 " "
C505497907EE 2/95 "
C505540640EE 3/95 " "
C505617160EE 3/95 " "
C505654646EE 4/95 " 66.12
C505693408EE 4/95 " "
C505768263EE 4/95 " "
C505859435EE 5/95 " 64.08
CS05883070EE 5/95 " "
C505919434EE 6/95 " "
C521887047EE 6/95 " "
C521923610EE 7/95
Delbert R. Kidd
496-42-5965
Page 9
T'- '-~r'-''''---r''--' .
.-
I Ii
,I
!i
C521998628EE 7/95 $50.00 $64.08
C522031722EE 8/95 "
C529054362EE 8/95 " "
C529255104EE 9/95 " "
C529133405EE 9/95 "
C52921211lEE 9/95 " "
C536159999EE 10/95 " 62.40
C536240129EE 10/95 " "
C536284823EE 11/95 " "
C536374077EE 11/95 " "
C536437013EE 12/95 " "
C536482134EE 12/95 " "
C544659964EE 1/96 " "
C544714802EE 1/96 " "
C544800513EE 2/96 " "
C549866025EE 2/96 " "
C549943728EE 3/96 " "
C558272530EE 3/96 " "
C558353602EE 3/96 " "
C558396013EE 4/96 60.84
C562280796EE 4/96 " "
C562323394EE 5/96 " 60.92
C562411649EE 5/96 "
C562458194EE 6/96 " "
C569610560EE 6/96 " "
C569662125EE 7/96 " "
C569713152EE 7/96 " "
C569851192EE 8/96 " "
C569804593EE 8/96 " "
C574942264EE 8/96 " "
C574994523EE 9/96 " "
C575089632EE 9/96 " "
Delbert R. Kidd
496-42-5965
Page 10
.
..
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
KIDD, DELBERT R.
FILE NUMBER
21 - 01 - 00962
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A Doris K. Kidd
ADDRESS
RELATIONSHIP TO DECEDENT
36 F AIRFILED STREET
CARLISLE, P A 17013
Wife
JOINTL Y OWNED PROPERTY:
DESCRIPTION OF PROPERTY DATE OF DEATH % OF DATE OF DEATH
ITEM LETTER DATE "Include name of financia,1 institution and bank account number
NUMBER FOR JOINT MADE or similar identifying number. Attach deed for jointly-held real : i DECO'S VALUE OF
TENANT JOINT estate, VALUE OF ASSET INTEREST DECEDENT'S INTEREST
i t
A 01/0 1/1990 Members First Federal Credit Union 618.86 50%: 309.43
AlC #: 147240 - Savings Account
2 A 01/0 1/1990 Members First Federal Credit Union 13,890.52, 50% 6,945.26
A/C #: 147240 - Checking Account
3 A 01/01/1990 The Vanguard Group - GNMA Fund A/C# 7,425.80 50%' 3,712.90
9864846061
4 A 01101/1990 The Vanguard Group - PA Insured Long-Term Tax 18,921.95 50% 9,460.98
Exempt Fund
A/C # 9864846061
5 A 01/01/1990 The Vanguard Group - 500 Index Fund, A/C # 15,684.45 50% 7,842.23
9898096395
6 A 01/01/1990 Neuberger Berman Focus Fund Investor Class. 8,758.88 50% 4,379.44
241.385 shares at $36.29, A/C # 113227300
7 A 01/01/1990 USAA Cornerstone Strategy Fund 4,294.14 50% 2,147.07
A/C # 51-51900770782. 177.664 shares at $24.17.
TOTAL (Also enter on line 6, Recapitulation)
34,797.31
. '
;
SCHEDULEH
FlIERAL EXPENSES &
ADlVllNlSTRATIVE COSTS
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21 - 01 - 00962
KIDD, DELBERT R.
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Cremation to Ronan Funeral Home, Carlisle, P A
2
Memorial Service to Slater Methodist Church, Slater, MO
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Social Security Number(s) I EIN Number of Personal Representative(s):
2.
Street Address
City State _ Zip
Year(s) Commission paid
Attorney's Fees Greason Law Office -- Lisa M. Greason, Esq.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant DORIS K KIDD
Street Address 36 F AIRFILED STREET
City CARLISLE State PA Zip 17013
Relationship of Claimant to Decedent Spouse
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Final Medical
TOTAL (Also enter on line 9, Recapitulation)
1,962.00
1,000.00
3,500.00
335.00
6,797.00
"\ / /- /6= 6
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-30-2002
KIDD
03-14-2001
21 01-0962
CUMBERLAND
101
LISA M GREASON ESQ
GREASON LAW OFFICE
50 E HIGH ST
CARLISLE
d 'if)
Lt
'-1
tp(\17013
*'
REV-1547 EX AFP (01-02)
DELBERT
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is'4f-EX--AFP--rlff=02i--No'ficE--OF-i-tiHEifiTANCi-y-Ax-APPRjrisEirENT~--ALiowANci-cfR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KIDD DELBERT FILE NO. 21 01-0962 ACN 101 DATE 09-30-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
100,000.00
201,963.54
.00
.00
.00
34,797.31
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
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:
lS. Allount of Line 14 at Spousal rate (lS)
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
TAX CREDITS:
NOTE:
(9)
(10)
6,797.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
336,760.85
6.797 00
329,963.85
.00
329,963.85
(19)=
.00
.00
.00
.00
.00
.00
(11)
(12)
(13)
(14)
329,963.85 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
I"'''TnlCnl IU:"'CJ.I"'I {+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
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 $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
j.
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. .
FAMILY SETTLEMENT AND FINAL RELEASE
ESTATE OF DELBERT R. KIDD
~ -OI-9ta;(
KNOW ALL PERSONS BY THESE PRESENTS, that DELBERT R. KIDD, late of
Carlisle, Cumberland County, Pennsylvania, deceased, died testate on March 14, 2001,
having first made his Last Will and Testament, which was duly executed on June 2,
2000 and probated in the Office of the Register of Wills of Cumberland County, on
October 19,2001.
WHEREAS, the said Delbert R. Kidd, by the aforesaid Last Will and Testament,
named Doris K. Kidd as Executrix of said Last Will and Testament;
WHEREAS, Letters Testamentary on the Estate of the said decedent were duly
issued by the Register of Wills of Cumberland County, Pennsylvania, to the said
Executrix, hereinafter called personal representative;
WHEREAS, the personal representative has gathered the assets of the Estate of
the said decedent and the assets consist of personal and real property with the total
value of $336,760.85 as set forth in Exhibit "A", which is a copy of the Pennsylvania
Inheritance Tax Return filed and approved by said personal representative, and which is
attached hereto and made a part hereof, and marked Exhibit "A";
WHEREAS, the debts and deductions, including the payment of inheritance tax
in the said Estate, which have now been paid, leave a balance for distribution of
$329,963.85, as shown on a copy of the Pennsylvania Inheritance Tax Return filed and
approved by said personal representative, which is attached hereto and marked Exhibit
"A";
WHEREAS, the balance for distribution as shown in the said statement marked
Exhibit "A" has been distributed as herein indicated in accordance with the terms of the
Last Will and Testament of the said Decedent;
NOW, THEREFORE, Doris K. Kidd, Kristine Kidd and Timothy Kidd being all of
the heirs under the Last Will and Testament of the said decedent, and being those
persons entitled to inherit under said Last Will and Testament, do hereby each of us
acknowledge that we have this day had and received from the aforesaid personal
representative, in full satisfaction and payment of all sums of money, legacies,
bequests, and devises as are given, devised and bequeathed to each of us respectively
by the said Last Will and Testament, the amounts due us under said Last Will and
Testament, which amounts we have received this day or prior to this day; and, each of
us do hereby stipulate that in order to avoid the expense and time involved in the filing
of a formal account and schedule of distribution, we each agree that no account is
necessary and we do hereby agree that we do consent to distribution being made
A.
<\
4
without the filing of an account and schedule of distribution, the same to be with the
same force and effect as if they had been filed and confirmed by the Orphan's Court
Division of the Court of Common Pleas of Cumberland County, Pennsylvania.
THEREFORE, we and each of us, do hereby remise, release, quitclaim and
forever discharge the said personal representative, Doris K. Kidd, her heirs, Executors,
administrators and assigned, of and from the said estate and from all actions, suits,
payments, accounts, reckonings, claims, and demands whatsoever for or by reason
thereof, or for any other use, matter, cause or thing whatsoever, touching upon the
Estate of the said decedent, and each of us do further hereby covenant and agree that
should any liability come due to the estate of the said decedent after the signing of this
Agreement, we and each of us do hereby covenant and agree with each other and the
aforesaid personal representative, that we will contribute pro-rata our share of the
Estate to satisfy any and all claims, demands, suits or causes of action which may be
successfully prosecuted against the said Estate or the aforesaid personal representative
after the signing, sealing and delivery of this Family Settlement Agreement and Final
Release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals the day
and year noted below.
1//31 ()l
Date
7/15/9(
Date
7 / IJIt77.
Date
~~,,~
Witness . ,
RK~.o
DORIS K. KIDD
~~~,,~ "J~
Witness <..~ KRISTINE KIDD
~/-
TIMOTHY KIDD
~~"~~
Witness ""
.. REV-1500
COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN I FILE NUMBER
DEPAR~~~2~6s~~VENUE , RESIDENT DECEDENT ! 21 01 00962
___________ __n__._ HARRISB~~~,_~~~1.-~~~~1_______L ____________________________ ______________.._____-'-__ COId..IfI'I'~QQE:___ Y.~AK_ __ __NYM~~_ __
----------i-oECEDENT'S NAME (LAST: FIRs~AND.MTDDL-EINITIAL)-_..-. ---------, ----.---.-----------.-.-.~--~OCiAL-SECURITYNUMBER-.-..-----.-.-~---~..--
REV . 1~_ ~X 1 (6~O)
- .
OFFICIAL USE ONLY
~
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i KIDD, DELBERT R._~____-t-_ 496-~_2-596~_____________
;-DAfEOF-D-EA1;H-(MM-':-DD~YEAR)-----IDATE OF BIRTH (MM-DD':-YEARj---'. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
~ I
i 03/14/2001 . I 04/10/20~0 ________________ ~~~IST!;_~~E...VVILLS___
:(IF-APPUCASi.-Ej-S-URVIVlNG SPOUSE-SNAME ( LASi:FIRST AND MIDDLE INITIAL) -----r SOCIAL SECURITY NUMBER
i KIDD,DORISK 328-36-3012
I ... - .. ..... . . -- .-.-----.------...--- --- ----------0-- --------------------
-:--18I1~-O~igin~li Return ---- ----0 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82)
! 0 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 0 5. Federal Estate Tax Return Required
12-12-82)
o 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
I ~~ ~~~~
i 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
1 - 1-1-95
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~ ~ ! Greason Law Office 50 East High Street
(J a.. j____________n_____ ----------------.-------- ___________ _________ Carlisle, PA 17013
iE~E;;~N: t_~M;;~ r
=:.. 7..::.=.:.~::..:..::r.:==-:.:.._~::_:.~:._:: _ ____ .____..____.__:.:...-=====--=:::==.::===:-_-==:.:....:.:=:==---==-':"===-=:.:.::.:-=--...:..~_=_:... .-=..:...=::=--=-==-::--=-===-=:-_--:.-_-::.::::::-~=====---~--=-:.::--..:.-======.--=--~_.-====-__===_:::__=:_::.::~.::~~::..-_=:;_~::====:':.:-.:=--=:..::.===::=
1. Real Estate (Schedule A) (1) 100,000.00 OFF!C!i\L USE ONLY
_.---------
(2) 201,963.54
--~----
(3) None
------
~) None
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(5) None
(6) 34,797.31
(7) None
(8) 336,760.85
(9) 6,797.00
----_._--_._._--~
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) .
(11) 6,797.00
(12) 329,963.85
- -._--_.__..----~------
13. Charitable and Governmental Bequests/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)
(13)
(14) 329,963.85
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)
329,963.85 x .00
--_.__.>_._----,_._-._~--
(15) 0.00
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16. Amount of Line 14 taxable at lineal rate
x .045
(16)
17.Amount of Line 14 taxable at sibling rate
x .12
(17)
18. Amount of Line 14 taxable at collateral rate
x .15
(18)
19. Tax Due
(19)
0.00
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
36 F AIRFILED STREET
.
CITY
CARLISLE
i STATE PA
ilIP 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 )
0.00
Total Credits (A + B + C)
(2)
0.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (D + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(SA)
(5B)
0.00
0.00
0.00
Make Check Payable to: REGISTER OF WILLS, AGENT
1. 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;....................................
c. 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?................................................... ...... ....................... .....................................
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Yes No
o ~
~ I
D
D
D
~
~
~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
und;-p~~I~~-;;tr;~~;y~ldeclare tl1-atl-I1~~en;~~i~ed thi;-~;t~m. i~ci~d;;g-;cc~;~p~~Yi~g-~Che,cj~I;~ ~nd state~ents,-~nd-to the best of ~y- knowledge and belief, it is tri:;;,co;;ct and-com~te. Declaratk;n of
~~~~~~.!:.!~~~t~_p.erson_~_r~E~~~rltativ~_isba~ed On_~I~!~~!!!?~~~~.!.ch....P!epar~~~~~t.k.rl_OwledJ~e.:___.._ ____________________________
DATE
7 ~!TE3 )~J,.
--- -------~iL3JiJ~
DATE
ADDRESS
36 FAIRFIELD STREET
CARLISLE, P A 17013
~-_._-._-_.__....'------- -------_...._---~- --_._-_._--_._._-_.,-~,- .----.--" -------._._---_.-.--"---- --.-,.-.----.--------.-
ADDRESS
50 East High Street
Carlisle, PA 17013
For dates of eath on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 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%
[72 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% [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 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% [72 P.S. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
[
I
i
CO~~~~I~~E ~~~~t~~ANV\ I
_________~~~ENT DECED~N~__~______ ___~
'*
SCHEDULE A
REAL ESTATE
._____________.______l_____._.____.__~_._______
ESTATE OF
KIDD, DELBERT R.
i FILE NUMBER
I 21 _ 01 - 00962
All real prope~ owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wilnng seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE OF
DEATH
100,000.00
36 FAIRFIELD STREET, CARLISLE, PA-170B
~- - -~ - ------~-----~- --- ---- ~---------- --------- ---
TOTAL (Also enter on Line 1, Recapitulation)
100,000.00
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
-~----_.-'-----~_.~--------_._----_._-----
I FILE NUMBER -------
! 21 - 01 - 00962
ESTATE OF
KIDD, DELBERT R.
-----~-.-.'.-~-.-----'...- ._-_._---_.-~.__.._------'_.,--- ~_.._--~_._------_._-----
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM . I VALUE AT DATE OF
NUMBER : DESCRIPTION UNIT VALUE; DEATH
. !
--->------rsELIG-MAN CAP-liAL FUND-:-CLASS A -----------~-----i----___m5 [---51,112.11
; AIC # 1584430002
._.,'_._._._-----,._,--------------~~~ --_._---~---~----_._-----
, ,
Thrift Savings Plan - G Fund 49,510.61
AlC # 496-42-5965
i Kemper Funds - Class A 3.82 20,418.96
Ale # 04-11189-2
2 The Vanguard Group - VFTC Custodian IRA 17.11 30,921.86
3 i Misc. Savings Bonds (See attached list) 50,000.00
I
_________________> I
TOTAL (Also enter on line 2, Recapitulation)
i
- !
201,963.54
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Serial #
L828967379E
L828986671E
L829003724E
LlOOl074788E
LIQ03674074E
LI003691196E
LI003711893E
LlOO37306S4E
LI016077309E
LIQ16097230E
LI01611~398E
LI016131722E
LI0161S1208E
LI016169107E
LI033825331E
LI033844628E
,LI033862320E
LI043048253E
Ll043066961E
Ll043084113E
LI043099766E
LI043118250E
,Ll043135237E
LIPS78807S4E '
L10S1899 1 lIE
LIOS79161l7E
LIOS7931712E
LI0579S0019E
LI057966975E
LI081S024S9E
LI081520350E
L1QB3689952E
LI089662275E
LI089680183E
LI089696912E
LI089712365E
..' LI089130133E
'Ll089746813E
LIQ92402278E .
LI092419960E
Q6l86370783E
Q62Q~084333E
Q620S0938S8E
Q6205103196E
.s II fll/J? S
Date Issued
3/72
4/72
5/72
6/72
7/72
8/72
9/72
10/72 .
11/72
12/72
1/73
2/73
3/73
4/73
5/73
.6/73
7/73
8/73
9/73
IOn3
11/73
12n3
1/74
2/74
3/74
4/74
5/74
6/74
7/74
8/74
9/74
10/74
11/74
12/74
1/75
2/75
3/75
4/75
5/75
6/75
Sn7
9/77
10/77
11/77
(bO)/;)5
Initial Awt. Value at Death 3/01
$37.50 $240.98
~~ "
" "
" 236.92
" 239.22
~. 239.74
" "
" "
" "
" 235.56
" 237.82
" 238.42
" "
" ."
,.
t'
" ; ~ "
" 234.30
" 236.56
" 237.08
" 237.12
" '"
" "
.
" 228.18
" "
" "
" "
" 223.70
" 225.84
" 226.38
" "
" "
" "
" 221. 94
"- 224.06
" 224.62
" 224.58
" "
" "
" 220.18
" 222.30
" 222.82
$18.75 104.86
" "
" 101.80
" 93.36
Delbert R. Kidd
496-42-5965
Page 1
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12/77 $18.75 $93.62
12/77 " "
1/78 " "
2/78 " "
3/78 ,~ 84.84
4/78 " 82.56
5/78 '" 79.26
6/78 " 79.46
7/78 " 79.47
8/78 " "
9/78 " "
10/78 " 77.92
11/78 " 78.65
12/78 " 78.87
12/78 " "
1/79 " 78.88
2/79 " "
3/79 " "
4/79 " 77.3 3
5/79 " 78.08
6/79 " 78.26
7/79 " "
8/79 " "
9/79 " "
10/79 " 76.73
, 10/79 $37.50 153.46
11/79 " 154.90
12/79 " "
1/80 " "
2/80 " "
3/80 " "
4/80 " 168.99
5/80 " 170.67
5/80 " "
6/80 " "
7/80 " "
8/80 " "
9/80 " "
10/80 " 165.69
11180 " 154.89
12/80 " "
1/81 " "
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4/81 '" 151. 86
Delbert R. Kidd
496-42-5965
Page 2
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5/81 $37.50 $145.38
5/81 " ~~
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8/81 " "
9/81 " "
10/81 " 142.53
11/81 " "
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'3/82 " "
4/82 " 139.74
5/82 " "
5/82 " "
6/82 " "
7/82 " "
8/82 " "
9/82 " "
10/82 " 136.98
11/82 " 125.70
12/82 " "
1/83 " "
2/83 " "
3/83 " 120.06
5/83 " 113.73
6/83 " "
7/83 " "
8/83 " "
9/83 " "
10/83 " 110.73
10/83 " "
11/83 " 108.90
12/83 " "
1/84 " "
2/84 " "
3/84 " "
4/84 " 106.05
5/84 " 104.04
6/84 " "
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10/84 " 101.34
Delbert R. Kidd
496-42-5965
Pag~ '3
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C536284823EE 11/95 " "
CS36374077EE 11/95 " "
C536437013EE 12/95 " "
C536482134EE 12/95 " "
C5446S9964EE 1/96 " "
CS44714802EE 1/96 " "
C544800513EE 2/96 " "
, CS4986P025EE 2/96 " "
C~9943128EE 3/96 " "
CSS8272530EE 3/96 " "
CS583S3602EE 3/96 " "
CS58396013EE. 4/96 -- 60.84
CS62280796EE 4/96 " ,-
CS62323394EE 5/96 " 60.92
CS64411649EE 5/96 " "
C~6~~~~194EE 6/96 " ,-
CS69610S60EE 6/96 " "
CS6~212SEE 7/96 " "
CS69713152EE 7/96 " ,-
C5:Q9,851192EE 8/96 -, -,
C569804593EE 8/96 " "
C574942264EE 8/96 " "
CS74994523EE 9/96 " "
C57S089632EE 9/96 " "
Del bert' R. Kidd
496-42-5965
Page 10
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~_____~_ __~__.._.___ __'.'_ __.______------L___.___________---
----------i FILE NUMBER
I 21 - 01 - 00962
.W
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
__.______~~SID_~T D~~~~~~~______~___
ESTATE OF
KIDD, DELBERT R.
---_._._..----------~~---~--------_.__.._-----'--
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
RELATIONSHIP TO DECEDENT
f----------------
Wife
SURVIVING JOINT TENANT(S) NAME
ADDRESS
A Doris K. Kidd
36 FAIRFILED STREET
CARLISLE, P A 17013
JOINTLY OWNED PROPERTY:
------,.- -----_.._._-~._--_. -----,--------.--------.--..---......------- ----~-----~---------------------:-------
. I DESCRIPTION OF PROPERTY '1 ! o/c OF : DATE OF DEATH
ITEM iF5~TJgl~T: ~~b~ IlnCI~d~ n~me C?f~nanciaJ institution and bank.a~count number DATE OF DEATH! DECO'S I VALUE OF
NUMBER i TENANT JOINT lor similar Identifying number. Attach deed for JOintly-held real i VALUE OF ASSET JINTERESTI DECEDENTS INTEREST
___~-_------i-------------;state. __________________.._________ i- -- I -- I
1 i A 'Ol/01/1990!MembersFirstFederaICreditUnion. 618.861 50%! 309.43
: I Ale #: 147240 . Savings Account I I
01/01/1990 Members First Federal Credit Union 13,890.521 50%i
lAIC #: 147240 - Checking Account i I
I
I
50%1
I
I
I
50%i
i
i
!
2
A
3
A
01/01/1990 The Vanguard Group - GNMA Fund AlC#
9864846061
I
7,425.801
!
4
01/01/1990 The Vanguard Group - PA Insured Long-Term Tax
Exempt Fund
I
18,921.95!
!
i
A
5
I Ale # 9864846061
01/01/1990 The Vanguard Group - 500 Index Fund, Ale #
9898096395
15,684.451
A
6
8,758.88:
I
I
4,294.141
A
7
101/01/1990 USAA Cornerstone Strategy Fund
AIC # 51-51900770782. 177.664 shares at $24.17.
A
TOTAL (Also enter on line 6, Recapitulation)
6,945.26
3,712.90
9,460.98
50%1 7,842.23
I
:
50%' 4,379.44
50%: 2,147.07
34,797.31
.
SCHEDlLE H
FlIERAL EXPENSES &
ADIVIINISlRATIVE COS1S
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~-'-------~
._.__.__._._..__.---1--_~.___..___.___~_._______~____'____
--~-------~-_..-
ESTATE OF
KIDD, DELBERT R.
AMOUNT
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER!
~--iFl'-NERALEXPENSES:--------
: Cremation to Ronan Funeral Home, Carlisle, P A
DESCRIPTION
2 i Memorial Service to Slater Methodist Church, Slater, MO
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
! FILE NUMBER
I
I 21 _ 01 - 00962
I
---,-- --
I
i
I
j
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
i Year(s) Commission paid
State
Zip
2.
Attorney's Fees
Greason Law Office -- Lisa M. Greason, Esq.
3. i Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant DORIS K KIDD
Street Address 36 F AIRFILED STREET
City CARLISLE State P A Zip 17013
Relationship of Claimant to Decedent Spouse
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Final Medical
_ _________l____
TOTAL (Also enter on line 9, Recapitulation)
1,962.00
1,000.00
3,500.00
335.00
6,797.00
~v
oK
STATUS REPORT UNDER RULE 6.12
Name of Decedent: DELBERT R. KIDD
Date of Death: MARCH 14, 2001
Will No.: 2001 - 00962
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
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete: NJA
3. If the answer to NO.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
NO
b. The separate Orphans' Court No. (if any) for the personal
representative's account is: NO
c.' Did the personal representative state an account informally to the
parties in interest? YES
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. FAMilY SETTLEMENT AGREEMENT IS ATTACHED
TO THIS REPORT FOR FiliNG.
Date: II 'i. 6'2
Capacity: Personal Representative
X Counsel for Estate