The URL can be used to link to this page

Home My WebLink About01-1016 Estate of Richard G. Kline also known as PETITION FOR PROBATE and GRANT OF LETTERS ,;}}-Ol -JO" No. To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 1 b ' ( - 5 4 - t34 94 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or"oldet an the executr ix in the last will of the above pecedent, dated A pr II 1 8 and codicil(s) dated -N LA named , 19-2L (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CllmhP1~e2rl County- Penns>-,lvania, with his last family or princjp,al residence at Brandt Avenue t l~ew Cumberland Borough, PA 170'(0 (list street, number and muncipality) Decendent then 57 years of age died September 26 u New C~mberland. Cumberl~nd County. Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted ~fter execution of the will offer,ed for probate; was not the victim of a killing and was never adjudicated Incompetent: ' N / A Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: ,l~ 2001, $ 4,000.00 $ .. $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters tpRtRmpTltR rJT (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. '" ~ u C ~ ~ .-. ,- '" '" -- Q) ... ~~ c ~o c'= (U'= 3~ Q) '- so '; c 00 Vi A' k-u J&UV ">n. )( ~ Florence M. Kline 1 ROd BrRr1 n t A v PTlll P New Cumberland. PA 17070 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I S'"' COUNTY OF CUMBERLAND J ~ The petW-oner(s) above~named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. SUbSCribe, d { day of XP9~ Register r{'~..... Yn. 12~ ~ otj. ::::s ~ ...... s::: ~ ~ Sworn to or affirmed and before me this 2nd NOVEMBER 'mC/j C. ~~ FL- f.g . /7-/ Cf - 4 N 21-01-1016 o. Estate of Richard G. Kline , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW November 5 U2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated A pr i 1 18, 1 991 described therein be admitted to probate and filed of record as the last will of Ric hard G. Kl in e and Letters Testament2ry are hereby granted to PI 0 r en c e ]VI. K 1 in e '(rhnJ( C. ~u~ o....pR.1~ Register of Vv4Us FEES $ 25.00 $ 45.00 : 12.00 ~.OO TOTAL _ $ 87.00 Filed '" .~Q~~ .~ I ~P.Ql.. . . . . . . . . . . . . . Robert fa Klinp (5879R) 714 B A170RN~+(Sup. Ct. LDpNO",) B rluge uvree't, .u. ox New Cumberland, PA 17070 ADDRESS 461 Probate, Letters, Etc. ......... Short Certificates( 1p. . . . . . . . . . Renunciation ................ x-pages JCP (717) 770-2540 PHONE 1105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. 21-01-1016 WARNING: It is illegal to duplicate this copy by photostat or photograph, Fee for this certificate, $2.00 p 7742719 No. ~o:ig~ SEP 2 8 2001 Date COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH SlIVEFlI.IN~R SEX SOCIAL SECURITY NUMBER DATe DeNH ,McnI\. Day. ._, z. male 3. 167 - 34 _8494 a. Se tember 26, 2001 PLACE OF DEATH 1C"<<Io QIlIy ll/'e -- __ ,,*,uclIOos on _ -. ~~: m~~ ........ 0 00\ 0 =" 0 ::,.,. 0 Old ..... .... in a Cumberland -....., ,7..00 :"'-=:':::ol MOTHER'S NAME If.... /okIdIe. ......... Sur....... ,a. Frances Fitz atrick 1NF000000rs MAILING AOOfIlESS\l*... QlyITawn. SIIIa. ZiP ~ 1804 Brandt Avenue, New Cumberland, PA 17070 PlACE OF llISPOSlTJON . Nama ol C4IIMlary. Ct...-y lOCRlON. Clly(JbMI. .... ZIp Coda 01 0IIw PIKe 43 Rev 2117 MANE OF DECEDENT (f"... MiclaIe.l_ ,. Richard G. Kline AGE (l.. ~y) UHDER , YEAR MclIllN Deya Cumberland DECEDENT'S USUAl OCCUMION ~"':':~ c::.,.ctur;2::;- 11 VP of Sales ,a. Auto DECEDENT'S UAIUNG ADOAESS \SIr- avno-n. SIaIIa. ZlpCodaI 1804 Brandt Avenue New Cumberland, PA 17070 ,). '7a. se.. PA ,a. MHER'S NAME (FnI. MiddIa.lMl) 17lJ. IoWlITAL swus......... He.- ....... WIcIoooed. CoIege ~(SpaaIyl '1.4Of~"1 2 'a. Married '7C.0 --.. --.. ........ RACE.~.....llIKIl. WIlb. *. (SpegIy) 11. white SUA\IMNG SI'OUSE II..... ao-...... namat Florence Mack .... New Cumberland ~ Gate of HeavenCemetery ~pper Allen Twp.,Cumb.Co.,P. NAUEANDAOORESSOFMCIUTY Parthemore FH & CS, Inc. ~. ~IOl~ OF DEATH DATe PRONOUtCEO DEAD (MonIl. Owt. 'IW) M. 1/:30 PM. 21. '1- 2& - 0 I 8. MAT I: ~ IIle ---. injUria&0I ~ wIIic:h caused 1M dlIa1h. Do not_1M mode 0' dying. lucII.. carllillC OIrflC)iraIClly allnt. IhocIc 01_ ,...... liII"" _ _till aadllina. L fS~lJfa.O C(L"~ 10 AS A CONSEQUENCE Of): E DUE 10 (OR AS A CONSEQUENCE Of): DUE 10 (OR AS A CONSEQUENCE OF): MSAHAUlOPSY WERE AU1CPSY FINDINGS UAHNER OF DEATH ORE OF INJURY I'ERFORMED7 ~I'RIOA1O CManIl. Day. lltarl ~OFCAUSE 18 OF OERH'I NaIur8I Homicide AccidenI 0 ........~ --. 0 No tit ..0 _0 SlKidlI 0 CouIdIlOl baclel_ all. II. CUITW'IM ICheck only onet 'C8TJFY/NQ I'HYSICIAH (f'h-,-,CMlIylng causa ~ dHIh _ MlOfw physoc.anl\as plonounced dealh ana c"",,,*,*, ~em 23) -r...........""............. __ace........... ...c.......,........_.._. .................................................... 'PRONOUNCING AHOc:eRTlFYl/IIlJ ~ If'hya:tan -. PlC>IlClU<lC:Ing _ and cer1IIylng 10 cause ot_1 To"''''''''"" 1lAowlMQlI....._.... at........ dat., -plac..........to...cauaeC.l_m........a.....'............................. "MEDICAl EXAMINERICORONb On lIw...... of ..1lIftlnatJon andIOIlIw.aIIption.In my opinion. ..th_ad .1 '''-lime. data. and piKa, and dualo /he cauH(.) and )'a~ - ....acI.. .. . . . . . . . . . . . . . . . . . . . . .. .. . . . . . .. . . . .. . . . .. . . . . .. .. . . . .. . . . . . . . . . . . .. . . . .. .. .. . . . . . . . . . . . .. . .. .. REGIS 33. ~/dt'( I No~ PART I: Ol/Iar IigIIiIc:ant tlIIldlana ---.111..... DuI not~in"'~_c;w.inMRTI. TIIoIE OF INJUAY INJURY AT WOAK? l)l!SCRIIlE HOW INJURYOCCUAREO. .. 0 NoD -.iwI 34. 1\ ..' LAST WILL AND TESTAMENT OF RICHARD G. KLINE I, RICHARD G. KLINE of New Cumberland, 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 I gi ve, devise, and bequeath my entire estate together with all insurance proceeds thereon of whatever nature and wheresoever situate to my beloved spouse, FLORENCE M. KLINE providing that she survives me by sixty (60) days. SECOND Should my spouse, FLORENCE M. KLINE predecease me or die before the sixtieth (60th) day following my death, then I devise, and bequeath my entire estate together with all Page 1 of 3 11 . LAST WI L AND TESTAMENT OF RICHARD G. KLINE insurance proceeds thereon of whatever nature and wheresoever situate in equal shares to my children, Robert P. Kline, Richard G. Kline and John P. Kline, who survive me by sixty (60) days, per stirpes. THIRD 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. FOURTH I nominate, constitute and appoint my spouse, Florence M. Executrix of this my Last Will and Testament. In the event Florence M. Kline is deceased, unable or unwilling to serve cease to serve for any reason whatsoever, then I nominate, constitute and appoint my children, Robert P. Kline, Richard G. Kline and John P. Kline, or the survivor of them, to serve instead. I direct that my personal representative shall not be required to give or post for the faithful performance of his, her or its duties in this or any other jurisdiction. Page 2 of 3 II LAST WI L AND TESTAMENT OF RICHARD G. KLINE FIFTH I hereby declare it to be my expressed desire that my personal representative employ the Law Office of Ron Turo of Cumberland County, Pennsylvania, for legal advice 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 1J>tJ? day of ~ 1991. q:~ L ~~~- W TNES . ?(~-;fiZ- WITNESS ~~~ R CHARD G: KL Page 3 of 3 II i J- ~ LAST WI .L MID TESTAMENT OF RICHARD G. KLINE ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Richard G. Kline, 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. ~~~ Sworn or affirmed and acknowledged before me by RICHARD G. KLINE the testator this ~day of /i~ , 1991. 4~X!td;~_ NOTARY PUBLIC NOTARIAL SEAL KATRINA K. WASS, Notary Public Carlisle Boro, Cumberland County, Pa. My Commission Expires Sept. 19, 1994 II I I.... LAST WI L AND TESTAMENT OF RICHARD G. KLINE AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, <--T;t:\Cv) l h~~1:L4(\ck~ and R OIJ I U rL-O Ithe 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; I Ithat he executed it as his that he signed willingly and 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. rr;~~ L r:~ L-?L~ 1/~$5.7' Sworn or affirmed rr;;Ci-J L h~ kt",bl f1 dr~(and of ()I'\)..()~J , 1991. and subscribed before me by R{;n ~~yO . this I f9W day ~ 6!tJ~ NOTARY PUBLIC NOTARIAL SEAL . KATRINA K. WASS, Notary Pubric Carlisle Bora, Cumberland County, Pa. My Commission Expires Sept. 19, 1994 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Richard G. Kline Date of Death: September 26, 2001 Will No.: 2001-01016 Administration No.: 21-01-1016 To the Register: I certify that 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 on the 8th day of November, 2001: Name Address Florence M. Kline Robert P. Kline Richard G. Kline John P. Kline 1804 Brandt Avenue, New Cumberland, P A 17070 414 Poplar Avenue, New Cumberland, P A 17070 640 Harvey Street, Baltimore, MD 21230 1635 Jamestown Place, Pittsburgh, PA 15235 Notice has now been given to all persons entitled thereto under Rule 5.6(a). ~ ,.n .' ..0 ~$:: ..:D::: :30 ~ }2KO ROBERT P. KLINE, ESQUIRE Attorney ID# 58798 714 Bridge Street Post Office Box 461 New Cumberland, P A 17070-0461 (717) 770-2540 Counsel for Personal Representative --- ~ Lri IV' (... "'~\ 1 . . :to Dat~F."c lo ~ 2~? co ..- .l",.... ,I :.J. r-( o d5~ a>Q: cr:. z ~ : ~ ~ r REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Richard G. Kline, No. 21-01-01016 Deceased Date of Death: September 26, 2001 Social Security No. 167-34-8494 Florence M. Kline, Personal Representative of the above Estate of Richard G. Kline, deceased, verifies that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate 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 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 verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Attome~O..J- ?VR- ~~ n,. 1C~ Robert P. Kline, Esquire Florence M. Kline, Executrix of the Estate of I.D. No.: 58798 Richard G. Kline, Deceased Address: 714 Bridge Street Post Office Box 461 New Cumberland, PA 17070 Dated: , ... .J..,r - 0)..- Telephone: (717) 770-2540 Description Value 1. Waypoint Bank #0700024724 77.13 2. Waypoint Bank #0760004673 1,268.08 3. Datatec Systems, Inc., 1750 shares 1,207.50 4. Prime Retail, Inc., 3000 shares 510.00 5. Met Life, Inc., 49 shares 1,694.42 Total: $4,757.13 ,; NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Invento . Description Value Total: REV. 1500 EX + (8-001 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I /1, /1- if I FILE NUMBER - 21 01 01016 COUNIY CODE YEAR u NUMBER __ - -~-_._~-------~- SOCIAL SECURIIY NUMBER I G-;/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 ____ ..__ _ HAR_RISBURG. PA 17128-0601 i -" 167-34-8494 - -- ~l DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) . Kline, Richard G. w ..... ~~CI) uO::>C wo..u ",00 uO::...J 0.. III 0.. <t '..... "'z Ww 0::0 O::z 00 Uo.. THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 4a. Future Interest Compromise (date of death after 12.12.82) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between , . '.9 ..... z w c w U w C ;-DATE OF DEATH (MM.DD-YEAR) I DATE OF BIRTH (MM.DD-YEAR) 09/26/2001 I 02/11/1944 '(IF APPLICABLE) SURviViNG SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) Kline, Florence M. + -~--1-. Ori-gi~al Return o 4. Limited Estate ~ o ---~-----D o o o _u_ 2. Supplemental Return 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received REGISTER OF WILLS ._~--~--~---------- SOCIAL SECURITY NUMBER "-~------rr-3~Rem-"inder-R"tum(date oldeath prior to 12.13.82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec_ 9113(A) (Attach Sch 0) NAME Robert P. Kline FIRM NAME (If applicable) Kline Law Office TELEPHONE NUMBER 717/770-2540 .COMPlETE MAILING ADDRESS I 714 Bridge Street I P.O. Box 461 -I New Cumberland, P A 17070 I 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o >= :5 OJ ..... e:: <t u w 0:: 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) (1) (2) (3) (4) None 3,411. 92'_' None None (5) 1,345.21 -----~----~--- (6) 85,826.90 ----------------- ~---------~ -----.. ----- (7) 277,234.49 (8) 367,818.52 (9) 15,001.67 11. Total Deductions (total Lines 9 & 10) 10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 15,001.67 12. Net Value of Estate (Line 8 minus Line 11) (11 ) (12) 352,816.85 (13) 13. Charitable and Governmental Bequests/See 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) (14) 352,816.85 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0.00 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1 .2) z g 16. Amount of Line 14 taxable at lineal rate <t ..... OJ ~ 17. Amount of Line 14 taxable at sibling rate o u ~ 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0.00 20 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1804 Brandt Avenue CITY New Cumberland STATE PA ._.__.._~------,._--------_.-:.- : ZIP 17070 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) 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/Penalty (0 + 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 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No ~ ~ ~ ~ ~ ~ o 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.................................................................................. 0 b. retain the right to designate who shall use the property transferred or its income;.................................... D c. retain a reversionary interest; or.................................................................................................................. D d. receive the promise for life of either payments, benefits or care?.............................................................. 0 2. If death occurred after December 12. 1982, did decedent transfer property within one year of death without receiving adequate consideration?.... ........ ........ ................. ......... ....................... ...................... ......... ................... 0 o ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?. ................. ............. .......................................................... ......... ................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the pe~~onal_r~p~e~~~~~!_y_e _i~__~_~~~~~'::I__~lli_nfolT!.1.~tJ..o_~ ~~~hj~ prepar~_~~_ ~y.~~o~dge-.: ___ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE d~_b.l'-~_________ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS 1804 Brandt Avenue New Cumberland, PA 17070 (p-2S"-O,).- DATE 714 Bridge Street P.O. Box 461 New Cumberland, PA 17070-0461 --- --.------- DATE ~-'2S - Zc1o"t. ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [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. 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. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116 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. ~9116 (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. ESTATE OF ,* SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Kline, Richard G. FILE NUMBER 21 - 01 - 01016 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER I DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1,207.50 510.00 1,694.42 3,411.92 Datatec Systems, Inc., 1750 shares .69 2 Prime Retail, Inc., 3000 shares .17 3 Met Life, Inc., 49 shares I 34.58 TOTAL (Also enter on line 2, Recapitulation) ESTATE OF COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Kline, Richard G. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ! FILE NUMBER 21 - 01 - 01016 i ---_._---~-------_...__._------ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshIp must be disclosed on schedule F. . . ITEM NUMBER 1 Waypoint Bank #0700024724 2 Waypoint Bank #0760004673 DESCRIPTION VALUE AT DATE OF DEATH 77.13 1,268.08 TOTAL (Also enter on Line 5, Recapitulation) 1,345.21 *' COMMONlNEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kline, Richard G. SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21 - 01 - 01016 SURVIVING JOINT TENANT(S) NAME If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. A Florence M. Kline ADDRESS 1804 Brandt Avenue New Cumberland, PA 17070 Wife RELATIONSHIP TO DECEDENT JOINTLY OWNED PROPERTY: ------- -- .. r DESCRIPTION OF PROPERTY------- - ------- % OF ' ITEM LETTER 3~6~ IlnclUd~ n~me c.>f ~inancial institution and bank.a?count number! DATE OF DEATH DECD'S' DA:~~~ED~TH NUMBER F~~NJ~~~T JOINT or similar IdentifYing number. Attach deed for JOintly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST ,estate. A 2 A 3 A 4 A 5 A 6 A 7 A 8 A 9 A 10 A 11 A Real Property @ 1804 Brandt Ave, New Cumberland, Cumberland Co., PA , Tax Parcel #26-23-0543-272 (Assessment $100890.00 x CLR 1.00 = $100890.00) First Union #1000323038389 Discover Card CD #303-001-260466-00 , Exelon Corporation - 190.673 shares Fairfiield Williamsburg at Kingsgate, VA - 154000 Fairshare Plus points Bonaventure IV, FL - 1 timeshare interest First Union #9620687150 Commerce Bank/Harrisburg, NA #0513145482 Waypoint Bank #0718022953 Waypoint Bank #0100039465 Commerce BankJHarrisburg, NA #0616106384 100,890.00 ! 804.82 I 10,000.00' I 1 10,038.931 I I 12,900.001 i I I 12, 150.00~ I 9,996.95 100.99 2,700.00 I , 1,342.36 10,729.72 TOTAL (Also enter on line 6, Recapitulation) 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50,445.00 402.41 5,000.00 5,019.47 6,450.00 6,075.00 4,998.48 50.50 1,350.00 671.18 5,364.86 85,826.90 *' i I -1 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ! FILE NUMBER i Kline, Richard G. 21 - 01 - 01016 ITEM NUMBER rh!s~ch~c1!!I~_,!!ust be completed and filed if the ansvv_~~!~ anLoL~lll~~~~~1J~rEug~~ Qn_Jlage~i~}'l:!s. DESCRIPTION OF PROPERTY DATE OF DEATH. % OF Include the name of the transferee. their relationship to decedent and the date of transfer. iVALUE OF ASSET. DECO'S : EXCLUSION TAXABLE VALUE Attach a copy of the deed for real estate. INTEREST : (IF APPLICABLE) Goerlichs, Inc. Employee Savings Plan #167-34-8494 224,940.30 224,940.30 2 AllFirst Bank IRA #8-700-004-6986001 52,294.1 52,294.19 TOTAL (Also enter on line 7, Recapitulation) 277,234.49 ESTATE OF ITEM NUMBER A. B. 2. *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA tNHERITANCE TAX RETURN RESIDENT DECEDENT Kline, Richard G. Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: Parthemore Funeral Home & Cremation Services, Inc., New Cumberland, PA 2 VFW Post 7415, New Cumberland, PA (Funeral Luncheon) 3 Diocesan Cemeteries, Harrisburg, PA (Gravesite, internment, marker) 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State Zip Attorney's Fees Kline Law Office -- Robert P. Kline 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Florence M. Kline Street Address 1804 Brandt Avenue City New Cumberland State P A Zip 17070 Relationship of Claimant to Decedent Spouse Probate Fees Register of Wills Sentinel Cumberland Law Journal 4. 5 Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 TOTAL (Also enter on line 9, Recapitulation) FILE NUMBER 21 - 01 - 01016 AMOUNT 8,943.00 1,073.80 4,700.00 129.00 80.87 75.00 15,001.67 *' SCHEDULE J BENEFICIARIES COMMO,.NWEALTH OF PENNSYLVANIA . INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Kline, Richard G. I FILE NUMBER 21 - 01 - 01016 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE ; ___-DoJ'l<>tlisLTLulLme's)___ ,____n ___n_ I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Florence M. Kline 1804 Brandt Avenue New Cumberland, PA 17070 I Wife I i100% I : Enter dollar amounts for distributions shown above on lines 15 through 17, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET i \) LAST WILL AND TESTAMENT OF RICHARD G. KLINE I, RICHARD G. KLINE of New Cumberland, 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 I give, devise, and bequeath my entire estate together with all insurance proceeds thereon of whatever nature and ,y wheresoever situate to my beloved spouse, FLORENCE M. '~providing that she survives me by sixty (60) days. ~\ KLINE SECOND ,...... . .:--('") ~" Should my spouse, FLORENCE M. KLINE predecease me or die )> Ion or before the sixtieth (60th) day following my death, then I '~\ "\} "'\Jgive, devise, and bequeath my entire estate together with all (\~-. \\)' Page 1 of 3 . . LA~T WILL AND TESTAMENT OF RICHARD G. KLINE !. insurance proceeds thereon of whatever nature and wheresoever . situate in equal shares to my children, Robert P. Kline, Richard G. Kline and John P. Kline, who survive me by sixty (60) days, ,per stirpes. THIRD My executor and trustee are authorized and empowered to exercise from time to time in his, her or its sole discretion and wi thout pr ior author i ty from any Court i ir. 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. FOURTH . ~ I nominate, constitute and appoint my spouse, Florence M. "' i Kline r Executrix of this my Last Will and Testament. In the . \I \",\ \~.xevent Florence M. Kline is deceased, unable or unwilling to serve " ,~~or shall cease to serve for any reason whatsoever, then I -\~}nominate, constitute and appoint my childrenr Robert P. Kline, " - t Richard G. Kline and John P. Kline, or the survivor of themr to \'~ \. ,) serve instead. I direct that my personal representative shall (\;-~- \)'aot be required to give or post for the faithful performance of his, her or its duties in this or any other jurisdiction. Page 2 of 3 , , Ii I I . " LAST WILL AND TESTAMENT OF RICHARD G. KLINE FIFTH I hereby declare it to be my expressed desire that my personal representative employ the Law Office of Ron Turo of :Cumberland County, Pennsylvania, for legal advice 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. my Last will and Testament this /J> tJ{ day of my hand to ;;2-~~-f' (/ this IN WITNESS WHEREOF, I have hereunto set 1991. ( . II to, (' q ( /',~~(~I.'!_'-l\...!:.)-yt.~Q ;~.- WITNaH~pz, WITNESS ~ ..~y.. ' ./.-/ ,~, t" (.I,~ '" ~l'Gi~?~'Y' 1.)!~-'7..-~ R CHARD G~ KLI~E Page 3 of 3 LAST wiLL AND TESTAMENT OF RICHARD G. KLINE ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA 55. ,COUNTY OF CUMBERLAND I, Richard G. Kline, 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 I voluntary act for the purposes therein expressed. ~ . /J (?;/// . ( J\(/cl~./-"-t;,fC/!/. -Zd::~(~;/~ RICHARD G. 'KLINE Sworn or affirmed and acknowledged before me by RICHARD , j'.J-fJ ,G. KLINE the testator this LQJ2jday of /j/;;--r';---f , 1991. / ;1;/' / /.; J ~, . -. . --.,Y / 1'1 / (.(/-t;;;1'(~ /i., t;{//r..4~_ NOTARY PUB~IC 1 NOT,~.Rlt\L ~)tl\L , KATRINA K. 1,'';,\.55, ~k!MY Public. II Carlisle Bora, Cur.:bp.rl:'n~ C'l~nty. Pa, My Commission Expir~.; Sept. 19, 1994 , Ii ., i: i i' . : ( LAST WILL AND TESTAMENT OF RICHARD G. KLINE i. ,; AFFIDAVIT 'COMMONWEALTH OF PENNSYLVANIA , COUNTY OF CUMBERLAND SS. We, .' i" " \\C,) l (.,.-.1.-' ,. b. /\Clr ./ and R 0</ / u r>-O ',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. fj", /d" V) C r:~(,l ./~~ !,._L)/I''rll:~{_ (;~rs.7' .....\..,. L.uJ.s me by If:!;; day Sworn or affirmed rJ I (~e.~) C ;;'i,\ 1(( i\. 61/1 t'l~ }"and of (I' f,-v /) /; j'7 , 1 9 9 1 . I and .~~ /\(V\, , subscribed '-7';'-( i '0 before --:l~-' j/' \ . /)C~{.2(j1.tJ~ /). (J(~~~ NOTARY PUBLIC --... '---J ~:\J r.!l.f:1.'\L SEhL I<ATRINA K. W/\$S, No~urv Public Ccrt.isle Bora, Cur.ilJerknd County, Pa. My Commission Expires Sept. 19. 1994 \,/7-/9- ~ 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 ROBERT P KLINE KLINE LAW OFFICE PO BOX 461 NEW CUMBERLAND .'oz DATE ESTATE OF DATE OF DEATH FILE NUMBER ') :/1 '! COUNTY ACN '1 r'. ,.,1 08-12-2002 KLINE 09-26-2001 21 01-1016 CUMBERLAND 101 *' REV-l547 EX AFP COl-02) RICHARD G Anount Renitted PA 1701\0 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-Y:is4,-i3f-AFP--foi-:oii--No'fici--OF-'rNHiifiTANCi-i'-AX-APPR7riiiifENT-;-ALioWANCi-oi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KLINE RICHARD G FILE NO. 21 01-1016 ACN 101 DATE 08-12-2002 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) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets n) (2) (3) (4) (5) (6) (7) .00 3.411.92 .00 .00 1.345.21 85.826.90 277.234.49 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of line 14 at Spousal rate (15) 16. Anount of line 14 taxable at lineal/Class A rate (16) 17. Anount of line 14 at Sibling rate (17) 18. Anount of line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due (9) nO) NOTE: 15,001.67 .00 (11) (12) (13) (14) 352,816.85 X 00 = .00 X 045 = .00 X 12 = .00 X 15 = NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 367,818.52 l1i.OOl 67 352,816.85 .00 352,816.85 (9)= .00 .00 .00 .00 .00 TAX CREDITS: . ......_n. I(t:l;t:~rl (+) 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, 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.) . CJIoK STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ql(::_\~ ~. )(L.lt'-LC Date of Death: c;)d) ~ 2{o I '2-00 1 Will No.: LOO l - C l 0\ <.0 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes g No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ~ 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 rBJ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this rep~ Date: "2U1 ~ '-40- 20()3 1- ~ · Signature ~ ?~U-~ Name l/:l "'"-. q-ll\ ~\DC~ CS~ Address N euJ c.u....~~D ?A \;7cTc -=t \.~ - -=t-..~ - "ZSLt~ Telephone No. t"-l ,<) FJ ".... '. ....'_.,'~"" Capacity: 0 Personal Representative ~ounsel for personal representative . ,. f. L. C.> C':~ LJ..J ......... U G.: ~Ll._ '--' C) 00"':: LU I._U o ~-:-: a:: (::'. ,.J <;::-J ;:.? (J~ t:l..J CC CC - Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 51e;Zk /k~5 Date of Death: Estate No.: ~ pp~ - t!5/L5/ ~ 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 ad~~ation of the estate is complete: Yes 0 No 1M' 2. If the answer is No, state when the personal representatYt. e re~. ably believes that the administration will be complete: /IIL~ it) 6> 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No 0 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 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be A / I "attaChed to this report. Date:~ <:) ('I") Capacity: e 0;;h"t r2)k/P Name 'S'/~~a//t:# ~jtj!l Addr~~ 'tr"~t''e.-.F~. H ;;;/' ( /?~~D 7)./'-6 -~$f/? Telephone No. ~nal Representative o Counsel for personal representative '$(> .-0: ~: u-08 OOel ~CJ)""" ffi-a: .....J ~.~ UIUJ a...ro ~.~ <.:> z: a.. \0 . a... La.J en '-D c:=- c:::t r-.I ~