HomeMy WebLinkAbout01-1034
PETITION FOR GRANT OF LETTERS
Estate of SHIRLEY A. CONTROY
No.
21-01-1034
also known as
, Deceased
Social Security No. 019-12-3599
DONALD J. CONTROY, JR.
Petitioner(s), who is/are 18 years of age or older, apply)ies) for:
(COMPLETE "A" OR "B" BELOW:)
[it
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut OR
Decedent, dated and codicil(s) dated
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of executor, etc
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
o
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal
residence at 912.KNEPPER DRIVE, MECHANICSBURG, PA 17055
(list street, number and municipality)
Decedent, then 65 years of age, died NOVEMBER 8 ,2001 , at HOLY SPIRIT HOSPITAL, CAMP HILL, 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 ........................................................................................ $
Total .... ................................ .......... ................... ....... ............................................. $
Real Estate situated as follows: 912 KNEPPER DRIVE, MECHANICSBURG, PA 17055
Wherefore, Petitioner(s) respectfully request(s} the probate of the Last Will and Codicil(s} presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
200,000.00
130,000.00
330,000.00
Typed or printed name and residence
DONALD J. CONTROY, JR.
1442 BROOK LANE
JAMISON, PA 18929
Oath of Personal Representative
Commonwealth of Pennsylvania
County of CUMBERLAND
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the
Decedent, Petitioner(s) will well and truly administer the estate according to law.
6
~ NOVEMBER... .. . '
... ..1/)f""~A('/4U.~
Sworn to and affirmed and subscribed
before me this_~~~~---- day of
DECREE OF REGISTER
Estate of SHIRLEY A. CONTROY
also known as
Deceased
No. 21-01-1Q3~
Social Security No: 019-12-3599 Date of Death: 11/8/01
AND NOW, NOVEMBER 13 2001 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary 0 of Administration
((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate)
are hereby granted to DONALD J. CONTROY, JR.
in the above estate and that the instrument( s), if any I dated APRIL 13, 1987
described in the Petition be admitted to probate and filed of record as the Last Will of Decedent.
FEES
Letters ....................................
Short Certificates(s) ...............
Renunciation .. ..... ..... ........ ......
Extra Pages (4 ) ......~........
I. T. Roo.....................................
JCP Fee .................................
Inventory......... ............ .u.........
Other.................. ............ ........
TOTAL. ............ ................$
$
270.00
7Ul?(].!Jilf/'( ~,,) ~(f / 4A"7
eglster of \,'II
$
$
$
$
$
$
$.
$
L8 . 00
15.00
~j f2lfJ
~ Signature
5.00
Attorney: DAVID R. GETZ, ESQUIRE
I.D. No: 34838
Address: WIX, WENGER & WEIDNER/P.O. BOX 845
HARRISBURG PA 17108
Telephone: (717) 234-4182
DATE FilED: ~() A.~
308..00
~/
This is to certify that the information here given is correctly copied fran: an original certificate of death d~l~ filed with me as
Local R~gistrar. The original certificate will be forwarded to the State VItal Records Office for permanent fIlmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
p
7691975
. ~jliMJtu~/1r~
Local Registrar
Fee for this certificate, $2.00
No.
q; tllf J1IkAJ 9; dIM I
Date
21-01-1034
Hl0~,i4JA.y 2187
COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
TYPEJPRINT
IN
'ERMANENT
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UNDER , YEAR
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SE~emale
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STAtE '''E _A
SOC1;-fCURITY NU~egR
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NAME Of DECEDENT If".. U__.lasr,
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Pl.ACE OF CERH lCNc" oNy I)I'e -- ~ ,n$lrUClrOl.., on (JIt'oe 5tC>>l
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COUNTY Of DERH
Cumberland
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White
DECEDENl'S USUAL OCCUPAJION
1~~W~r~~5ibr
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DECEDENT'S MAIliNG ADDRESS (51,... Cor~. _. Z'!>CodeI
912 Knepper Drive
Mechanicsburg, Pennsylvania
SURVIVING SPOuSE
In..... ijNe"- name)
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fRHER'S NAME If.." MNl<lIe. LasI)
Cumberland
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MOTHER'S NAME if;,lI. -. Maldens.........l Esther Reed
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lNfOAMANT'S NAME (T Yll'l'Pnnll
Glen McCauslin
Donald J. Controy Jr.
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1Nf0000000"~1n'e~~r'1~'\Se?lnsylvania 18929
lOb.
PlACE OF DISPOSITION. _ Ol~ety. CI~ lOCRlON. CilyIilwn, SUI.. XopCode
C1fou.~t. Pleasant Cemetery Dillsburg. Pa. 17019
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NAME AND AOORESS OF FACIl.ITY
Myers Funeral Home, Inc. 37 East Main Street Mechanicsburg, Pa 17055
Dc.
LICENSE NUMBER
DAlE SIGNED
(MonIh.o.y. l'eat,
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23lt. 230:.
*5 CASE REFERRED TO :OAL EllAMINERlCORONER1 ~
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ou.l91dIcaIll_ c:onl'oIluIing 10 clOIillh. but
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DUE lO(OR ASA CONSEOUENCE Of):
DUE lOCCA AS A CONSEOUENCE Of):
WERE AUlOPSY FINDINGS
_UBlE PRIOR TO
COMPLETION OF CAuSE
OF DERH?
MANNER OF DEATH
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DATE Of INJURY
(Mar"" Day. ""'1
TIME OF INJURY
INJURY R WORK?
DESCRIBE HOW INJURY OCCURRED
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SACWILL-SCW9 04/13/87
LAST WILL AND TESTAMENT
OF
SHIRLEY A. CONTROY
I, Shirley A. Controy, of the Borough of
Mechanicsburg, Cumberland County, Pennsylvania, being of sound
and disposing mind and memory, do make, publish and declare
this to be my Last Will and Testament, hereby revoking all
Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes
may be payable by my Estate or by any recipient of any
property, shall be paid by my Executor out of the property
passing under Item III of this Will, as an expense and cost of
administration of my Estate. My Executor shall have no duty or
obligation to obtain reimbursement for any such tax paid by my
Executor, even though on proceeds of insurance or other
property not passing under this Will.
ITEM II: I hereby give and bequeath absolutely and in
fee simple all of my household furniture and furnishings,
books, pictures, jewelry, silverware, automobiles, wearing
apparel and all other like articles of household or personal
use or adornment to my husband, Donald J. Controy. In the
event my husband has predeceased me, I hereby give and bequeath
all the above items to my step-son, Donald J. Controy, Jr., of
Hopatcong, New Jersey, and my daughter, Christine Marie Waters,
of Harrisburg, Pennsylvania, to be divided equally between them
as they may agree, or, if they are unable to agree, to be
divided between them in as nearly equal shares as possible by
my Executor. If either Donald J. Controy, Jr. or Christine
Marie Waters precedeases me, this gift and bequest shall pass
to the survivor. Notwithstanding the foregoing, I hereby
specifically bequeath all of my Hummel figurines to my
Page 1 of 5 pages
daughter, Christine Marie Waters, and all my white china with
gold edging, water goblets with gold edging, sterling silver
place settings and my cut glass collection to my step-son,
Donald J. Controy, Jr.
ITEM III: I give, devise and bequeath all of my
property, real, personal and mixed, not disposed of in the
preceding portions of this Will, to my husband, Donald J.
Controy. If my husband, Donald J. Controy, has predeceased me,
I give, devise and bequath all the rest and remainder of my
property to my step-son, Donald J. Controy, Jr., and my
daughter, Christine Marie Waters, to be divided equally between
them by my Executor on a 50%/50% basis. If either Donald J.
Controy, Jr. or Christine Marie Waters predeceases me, this
gift, devise and bequest shall pass to the survivor.
ITEM IV: In the settlement of my Estate, my Executor
shall, in addition to powers given by law, have the following
powers, to be exercised for the best interest of the
beneficiaries:
(a) To retain any investments I may have at my
death so long as my Executor may deem it advisable to
my Estate so to do.
(b) To vary investments, when deemed desirable
by my Executor and to invest in such bonds, stocks,
notes, money markets, real estate mortgages or other
securities or in such other property, real or
personal, as it shall deem wise, without being
restricted to so-called "legal investments".
(c) In order to effect a division of the
principal of my Estate or for any other purpose,
including any final distribution, my Executor is
authorized to make said divisions or distributions of
the personalty and realty, partly or wholly in kind.
If such division or distribution is made in kind, said
assets are required to be divided or distributed at
Page 2 of 5 pages
~
their respective values on the date or dates of their
division or distribution.
(d) To sell either at public or private sale and
upon such terms and conditions as the Executor may
deem advantageous to the Estate, any or all real or
personal estate or interests therein owned by the
Estate severally or in conjunction with other persons
or acquired after my death by my Executor and to
consummate said sale or sales by sufficient deeds or
other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all
trust, and without obligation of the purchaser or
purchasers to see to the application of the purchase
money or to make inquiry into the validity of said
sale or sales; also, to make, execute, acknowledge and
deliver any and all deeds, assignments, options or
other writings which may be necessary or desirable in
carrying out any of the powers conferred upon my
Executor in this paragraph or elsewhere in my Will.
(e) To mortgage real estate and to make leases
of real estate.
(f) To borrow money from any party to pay
indebtedness of mine or of my Estate, expenses of
administration or inheritance, legacy, estate and
other taxes.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
Estate. My Executor shall pay the expenses of my last
illness and funeral expenses.
(h) To vote any shares of stock which form a
part of the Estate, and to otherwise exercise all the
powers incident to the ownership of such stock.
(i) In the discretion of my Executor, to unite
with other owners of similar property in carrying out
Page 3 of 5 pages
'.,
any plans for the reorganization of any corporation or
company whose securities form a part of the Estate.
(j) To distribute my personal property directly
to the Guardians of the person of any minor
beneficiaries hereunder.
(k) To elect such settlement options as deemed
most appropriate by my Executor with respect to any
pension profit sharing or other retirement plan in
which I am a participant.
ITEM V: Any person who shall have died at the same
time as Testatrix, or in a common disaster with her, or under
such circumstances that it is difficult or impossible to
determine who died first, or who fails to survive Testatrix by
ninety (90) days, shall be deemed to have predeceased her.
ITEM VI: I nominate, constitute and appoint my
husband, Donald J. Controy, of Mechanicsburg, Pennsylvania, to
be my Executor. In the event of the death, resignation,
refusal or inability of Donald J. Controy to serve as my
Executor, I nominate, constitute and appoint my step-son,
Donald J. Controy, Jr., of Hopatcong, New Jersey, to serve as
my Executor. My Executor is specifically relieved from the
duty or obligation of filing any bond or bonds.
IN WITNESS WHEREOF, I have set my hand and seal to
this my Last Will and Testament, consisting of this, the next
and the preceding three (3) pages, this /J~day of April,
1987.
~* tZ-~~
Shirley; . Controy
SIGNED, SEALED, PUBLISHED AND DECLARED by the above
named Testatrix, Shirley A. Controy, as and for her Will, in
the presence of us, who, at her request, in her presence, and
Page 4 of 5 pages
,"
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY OF DAUPHIN
I, Shirley A. Controy, the Testatrix whose name is
signed to the attached or foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; and that I
signed it willingly and as my free and voluntary act for the
purposes therein expressed.
Sworn to or affirmed and acknowleqqed before me by
Shirley A. Controy, the Testatrix, this ~ day of April, 1987.
~ t'l-. ~.?~
Shirl A. Controy .
Testatrix
t~ ~. 0MwW1f
Notary Public
My Commission Expires:
(SEAL)
'AT~rCjA A. SCHWAR.TZ, R:t.'arY Public
Harrisburg, Dauphin Co., Pa.
My Commission Expire~ May 18, 1987
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.:
COUNTY OF DAUPHIN
and ~'Sv--we,~ ~~he wit~e!~sA~m~~
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testatrix sign and execute the instrument
as her Last Will; that the Testatrix signed willingly and
executed it as her free and voluntary act for the purposes
therein expressed; that each subscribing witness, in the
hearing and sight of the Testatrix, signed the Will as a
witness; and that to the best of our knowledge, the Testatrix
was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
y'.~~rr:BffJrrne~ an subscr'
'i?, 5 tJ..- C~ < , Wl. tnesses,
1987.
me
and
April,
j(JL
'R {J _ ~
Witne~
~~~~
Witness
PrJ:tiL~L. ~, ...!J duJ~if'it-
Notary Public
My Commission Expires:
( SEAL) -- - ft blY-
PATRIC1A A. SCHWARTZ" ~~ry...u c:
Harrisburg, Dauphin Co., Pa:
My Commission Expires May 18, 1987
....
in the presence of each other, have hereunto subscribed our
names as witnesses in attestation thereof.
uttC ff.2J~
d~~~~
Page 5 of 5 pages
dress I Jq - f3 11 - (lJ111LiJuAt Q__ ~.
:lfJ/ dJ).h;/JHJ1I1.J PA- /7OS?
Address ;Ltj5S ~p/e- Ro~d
C~~p ~" I PA- 1,"2-
Address ~\'-o \\..:). ~~. ~~,e,_'<....:\--
L;.. '...J "25 ~ '- Q ~ \?\
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: SHIRLEY A. CONTROY
Date of Death: 11/8/01
Will No 2001-01034
Admin. No. 21-01-1034
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules wa
served on or mailed to the following beneficiaries of the above-captioned estate on 11/16/01
Name
Address
DONALD J. CONTROY, JR.
1442 BROOK LANE
JAMISON
12837 NORTH 68TH STREET
SCOTTSDALE
PA 18929
CHRISTINE M. HOFFMAN
AZ 85254
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
N/A
Date: 11/16/01
,,"'" '."1,\
( (;......1
"", ';~'''~''~!=';::~i,~.,1 ",)",~."." ;:' ;,l~,:',.' I'
, ), ""'''" ~I II ,
Signature
( ,,/
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a
v:
1'''''-
r.:L'
Name: DAVID R. GETZ, ESQUIRE
orl.
,t$.~;
() en
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a:: a:
C-
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::::...
S?
Address:\lYJX,-WENGER & WEIDNER, PO BOX 845
HARRISBURG . PA 17108-084~
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'Ii:: ..0
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50
Telephone(717) 234- 418?
Capacity:
Personal Representative
X Counsel for Personal
Representative
INVENTORY
Estate of CONTROY, SHIRLEY A.
, Deceased
No. 21 01 1034
Date of Death 11/8/01
Social Security No. 171285322
also known as
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We
verify that the statements made in this inventory are true and correct. l!We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: DAVID R. GETZ, ESQUIRE
I.D. No.: 34838
Address: 508 NORTH SECOND STREET
HARRISBURG
Dated JAN UARY 31, 2002
PA 17108
Telephone: (717) 234-4182
Description
HOUSE AND LOT SITUATE AT 912 KNEPPER RD, MECHANICSBURG,
CUMBERLAND COUNTY, PENNSYLVANIA, BEING TAX PARCEL NO.
42-27 -1896-050
1,658.881 SHARES DREYFUS PREMIER STATE MUNICIPAL
BOND FUND
Value
138,575.17
26,326.44
JANNEY MONTGOMERY SCOTT BROKERAGE ACCT NO. 2354-5940
DOD VALUE: $256,651.26; ACCRUED INTEREST: $268.19
........ r'.
...",1.."
,... .".,
;:;:;: tl:~
~......f -
....I ~,.:"
r::,- .
-;.
~ :o~
256,~~5
---r"'l
fT1
CD
UNCASHED SOCIAL SECURITY CHECK FOR OCTOBER 2001
r
1.J1
85S".00
-0
r'....,J
NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND
UNCASHED DISTRIBUTION CHECK DATED 11/1/01
(Ji
.......
6g56
JANNEY MONTGOMERY SCOTT UNCASHED DISTRIBUTION CHECK
DATED 10/25/2001
551.33
Total
538,880.54
(Attach Additional Sheets if necessary)
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 Inventory.
RW-4
Continuation of Inventory
CONTROY, SHIRLEY A.
21
01
1034
PaQe 1
Description of Inventory
Description
DREYFUS PREMIER STATE MUNICIPAL BOND FUND
UNCASHED DIVIDEND CHECK DATED 10/31/2001
Value
100.39
41 SHARES METLlFE STOCK
1,153.33
M&T BANK CERTIFICATE OF DEPOSIT NO. 31003910571106
DOD BALANCE: $21,270.23
ACCRUED INTEREST: $1,275.61
M&T BANK CERTIFICATE OF DEPOSIT NO. 31003910742939
DOD BALANCE: $4,791.91
ACCRUED INTEREST: $203.42
M&T BANK SAVINGS ACCOUNT NO. 15004200019914
000 BALANCE: $55,926.02
ACCRUED INTEREST: $49.22
M&T BANK CHECKING ACCOUNT NO. 1089099
000 BALANCE: $26,676.52
ACCRUED INTEREST: $7.94
1992 BUICK RIVE RIA
22,545.84
4,995.33
55,975.24
26,684.46
3,230.00
ORDINARY HOUSEHOLD GOODS AND FURNISHINGS
300.00
HUMMEL FIGURES
350.00
WHITE CHINA WITH GOLD EDGING, STERLING SILVER PLACE
SETTINGS, CUT GLASS COLLECTION, AND
WATER GOBLETS WITH GOLD EDGING
250.00
Subtotal
$
115,584.59
Grand Total $
538,880.54
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DAVID R GETZ ESQUIRE
508 NORTH SECOND STREET
HARRISBURG, PA 17101
-------- fold
ESTATE INFORMATION: SSN: 171-28-5322
FILE NUMBER: 2101-1034
DECEDENT NAME: CONTROY SHIRLEY A
DA TE OF PAYMENT: 02/05/2002
POSTMARK DATE: 02/04/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 11/08/2001
NO. CD 000830
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $24,003.76
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$24,003.76
REMARKS: DAVID GETZ ESQUIRE
CHECK# 302
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
\. 17~~g9-/3
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
03-25-2002
CONTROY
11-08-2001
21 01-1034
CUMBERLAND
101
DAVID R GETZ
WIX ETAL
PO BOX 845
HBG
.02 (\PR-1
F12 :48
C,';:;
C~A1llI1Q~
*'
REV-1547 EX AFP lDl-02)
SHIRLEY
A
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
138,575.17
284,399.22
.00
.00
115,906.15
.00
45,225.25
(8)
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-V"=is"4-j-ix-AFP--fo1-:oz1--NoTici--oF-"rNHiifiTAifcE-T-Ajc-A-PPRA-isiMENT~--Ai:.i-oWAN-CE-'ifR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CONTROY SHIRLEY A FILE NO. 21 01-1034 ACN 101 DATE 03-25-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
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
(9)
(10)
22,386.85
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
584,105.79
22.622 22
561,483.57
.00
561,483.57
NOTE: 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. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
235.37
(11)
(12)
(13)
(14)
(15) .00 X 00 = .00
(16) 561,483.57 X 045 = 25,266.76
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 25,266.76
r".nl;;nI KC"'C~I"'I II (+ J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
02-04-2002 CDOO0830 1,263.34 24,003.76
TOTAL TAX CREDIT 25,267.10
BALANCE OF TAX DUE .34CR
INTEREST AND PEN. .00
TOTAL DUE .34CR
. 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.)
-
STATUS REPORT UNDER RULE 6.12
t-v
Name of Decedent:
SHIRLEY A. CONTROY
Date of Death:
NOVEMBER 8, 2001
Estate No.:
21-01-1034
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 --.2L No
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: N/A
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-X.-
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: N/A
c. Did the personal representative state an account informally to the parties in
interest?
Yes ~ No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Respectfully submitted,
WIX'r;r:R & ~E!DN, ER . .
By: . 0J f?#
David R. Getz, Esquire
Attorney 10 No. 34838
508 North Second Street
P.O. Box 845
Harrisburg, PA 17108-0845
(717) 234-4182
Dated: August 20,2002
Counsel for personal
representative
REV.1500 EX + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
CONTROY, SHIRLEY A.
DATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DO-Year)
OFFICIAL USE ONLY
17-.39- /-3
FILE NUMBER
2 1 -0 1 0 1 0 34
COuNTYCi55f" ---VEAR- - - 'NuMBER- -
SOCIAL SECURITY NUMBER
7 1 - 2 8 - 5 3 2 2
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dateordealh pliorlo 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) (A\lach SchO)
TfllsSECTIORMlISTeE COMPl...ETED.A.l.l.CORRESPONDENCEANDCONFIOENTIAl...TAXINFORMATloN.sHoULDBE.DIR.ECTED TO:
NAME COMPLETE MAILING ADDRESS
DAVID R. GETZ, ESQUIRE 508 NORTH SECOND STREET
FIRM NAME (If Applicable)
WIX, WENGER & WEIDNER P.O. BOX 845
TELEPHONE NUMBER
717 234-4182 HARRISBURG PA 17108-0845
138,575.171 OFFICIAL USE ONLY
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11/08/2001 12/07/1935
- (If APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FI~T, ANc. ~C)Dll': ': Ji PAL)
N/A
[R] 1. Original Return
o 4. limited Estate
[R] 6. Decedent Died Testate (Attach copy or Will)
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date or death after 12-12-82)
o 7. Decedent Maintained a living Trust (A\lach copy ofTrus!)
o 10. Spousal Pov~ Credit (date ordealh between 12.31-91 and 1.1.95)
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Propel ty (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent Mortgage liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
13. Charitable and Governmental Bequests/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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR A?PLlCABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
X _(15)
X .045 (16)
X .12 (17)
X .15 (18)
(19)
16. Amount of Line 14 taxable at lineal rate
561, 483.57
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
>:> < BE SURE T<fANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH <<
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11 5-,906.15 co
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45;225.25 ~
584,105.79
(8)
22,386.85
235.37
(11)
(12)
(13)
22,622.22
561, 483.57
(14)
561, 483.57
25,266.76
25,266.76
REV-1502EX + (1-97)
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
E ED NT
ESTATE OF FILE NUMBER
CONTROY. SHIRLEY A. 21 01 01034
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 willing 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
survivorshio must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
HOUSE AND LOT SITUATE AT 912 KNEPPER ROAD, MECHAN1CSBURG,
CUMBERLAND COUNTY, PENNSYLVANIA, BEING TAX PARCEL NO.
42-27-1896-050 (VALUED PER SETTLEMENT SHEET ATTACHED HERETO)
VALUE AT DATE
OF DEATH
138,575.17
TOTAL (Also enter on line 1, Recapitulation) $
138,575.17
REV.'S03 EX + (1.97)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESI ENT DE EDENT
ESTATE OF
CONTROY. SHIRLEY A.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21 01
01034
3.
DESCRIPTION
1,658.881 SHARES DREYFUS PREMIER STATE MUNICIPAL BOND FUND
(VALUED PER SECURITY VALUATION STATEMENT ATTACHED)
41 SHARES METLlFE STOCK
000 VALUE: $27.93/SHARE; ACCRUED DIVIDIDENDS $.20/SHARE
(VALUED PER SECURITY VALUATION STATEMENT ATTACHED)
JANNEY MONTGOMERY SCOTT BROKERAGE ACCOUNT NO. 2354-5940
000 VALUE: $256,651.26; ACCRUED INTEREST: $268.19
(SEE ATTACHED STATEMENT FOR ASSET ITEMIZATION AND DaD VALUES)
VALUE AT DATE
OF DEATH
26,326.44
ITEM
NUMBER
1.
2.
1,153.33
256,919.45
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
284,399.22
REV.1S04 EX + (1.97)
SCHEDULE C
CLOSEL Y.HELD CORPORATION,
PARTNERSHIP or SOLE.PROPRIETORSHIP
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CONTROY. SHIRLEY A.
FILE NUMBER
21 01
01034
Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporationlpartnership interest of the decedent, other than a sole-proprietorship.
See instructions for the supporting information to be submitted for sole-proprietorships.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
0.00
TOTAL (Also enter on line 3, Recapitulation) $
REV.15078<+(\.91)
'*
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CONTROY. SHIRLEY A.
FILE NUMBER
21 01
01034
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
NONE
0.00
TOTAL (Also enter on line 4, Recapitulation) $
~,~.."., '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 01
ESTATE OF
CONTROY. SHIRLEY A.
01034
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.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
DESCRIPTION
UNCASHED SOCIAL SECURITY CHECK FOR OCTOBER 2001
VALUE AT DATE
OF DEATH
855.00
NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND FUND
UNCASHED DISTRIBUTION CHECK DATED 11/1/01
68.56
JANNEY MONTGOMERY SCOTT UNCASHED DISTRIBUTION CHECK
DATED 10/25/2001
551.33
DREYFUS PREMIER STATE MUNICIPAL BOND FUND
UNCASHED DIVIDEND CHECK DATED 10/31/2001
100.39
M&T BANK CERTIFICATE OF DEPOSIT NO. 31003910571106
DOD BALANCE: $21,270.23
ACCRUED INTEREST: $1,275.61 (BANK LETTER ATTACHED)
M&T BANK CERTIFICATE OF DEPOSIT NO. 31003910742939
DOD BALANCE: $4,791.91
ACCRUED INTEREST: $203.42 (BANK LETTER ATTACHED)
M&T BANK SAVINGS ACCOUNT NO. 15004200019914
DOD BALANCE: $55,926.02
ACCRUED INTEREST: $49.22 (BANK LETTER ATTACHED)
M&T BANK CHECKING ACCOUNT NO. 1089099
DOD BALANCE: $26,676.52
ACCRUED INTEREST: $7.94 (BANK LETTER ATTACHED)
1992 BUICK RIVE RIA (KELLY BLUE BOOK VALUE)
22,545.84
4,995.33
55,975.24
26,684.46
3,230.00
HUMMEL FIGURES (AS SET FORTH IN ITEM II OF WILL)
350.00
WHITE CHINA WITH GOLD EDGING, WATER GOBLETS WITH GOLD EDGING,
STERLING SILVER PLACE SETTINGS AND CUT GLASS COLLECTION (AS
SET FORTH IN ITEM II OF WILL)
ORDINARY HOUSEHOLD GOODS AND FURNISHINGS
250.0C
300.0C
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
115,906.15
REV.I509 EX. (1-97)
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
CONTROY. SHIRLEY A.
FILE NUMBER
21
01
01034
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
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B
c
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A. 0.00
TOTAL (Also enter on line 6, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
-"...."" .
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBA TE PROPERTY
ESTATE OF
CONTROY. SHIRLEY A.
FILE NUMBER
21 01
01034
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH A COPY OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1. M&T BANK IRA ACCOUNT NO. 35004200210348 45,225.25 100. 45,225.25
BENEFICIARY: DONALD J. CONTROY, JR.
(VALUED PER BANK LETTER ATTACHED)
TOTAL (Also enter on line 7, Recapitulation) $ 45,225.25
~,,,,,,.,,,,, '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
CONTROY. SHIRLEY A.
FILE NUMBER
21
01
01034
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
2.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
MYERS FUNERAL HOME, INC.
JAMES R. GINGRICH MEMORIALS (HEADSTONE ENGRAVING)
7,294.00
75.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal RepresentaUve (s) Nt A
Social Security Number(s} I E1N Number of Personal Representative(s}
Street Address
City
State
Zip
Year(s) Commission Paid:
AttorneyFees WIX, WENGER & WEIDNER (ESTIMATED)
3,200.00
Family Exemption: (If decedent's address is not the same as claimanfs, attach explanation)
Claimant Nt A
Street Address
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
407.00
Accountanfs Fees
Tax Return Preparer's Fees PREP OF FINAL PERSONAL INCOME TAX RETURNS
150.00
THE SENTINEL (GENERAL PUBLICATION ADVERTISING)
CUMBERLAND LAW JOURNAL (LEGAL PUBLICATION ADVERTISING)
CUMBERLAND COUNTY REGISTER OF WILLS (FILING FEES)
APPRAISE EVALUATION SERVICE
HOME INSPECTION FEE
UHAUL RENTAL + GAS (REMOVAL OF FURNITURE FROM HOUSEHOLD)
PP&L
CLOSING COSTS INCURRED IN SALE OF HOUSE (SEE SETTLEMENT SHEET)
WIX, WENGER & WEIDNER (ESTIMATE OUT OF POCKET EXPENSES)
RESERVE
93.83
75.00
28.00
28.50
250.00
318.57
78.44
10,073.51
15.00
300.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
22.386.85
. m""o-,.., ..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
CONTROY. SHIRLEY A.
FILE NUMBER
21 01
01034
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
146.22
1.
PP&L
2.
VERIZON
42.23
3.
COMCAST
32.02
4.
MOFFITT PEASE & L1M ASSOCS.
14.90
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
235.37
",.",,,,,, 'w
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FilE NUMBER
CONTROY SHIRLEY A. 21 01 01034
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116 (a) (1.2)]
1. CHRISTINE M. HOFFMAN DAUGHTER 50% RESIDUE +
12837 N. 68TH STREET SPEC BEQUEST
SCOTTSDALE, AZ. 85254 SCHED E ITEM 10
2. DONALD J. CONTROY, JR. STEPSON 50% RESIDUE +
1442 BROOK LANE SPEC BEQUEST
JAMISON, PA 18929 SCHED E ITEM 11
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
SHIRLEY A. CONTROY
I, Shirley A. Controy, of the Borough of
Mechanicsburg, Cumberland County, Pennsylvania, being of sound
and disposing mind and memory, do make, publish and declare
this to be my Last Will and Testament, hereby revoking all
Wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes
may be payable by my Estate or by any recipient of any
property, shall be paid by my Executor out of the property
passing under Item III of this will, as an expense and cost of
administration of my Estate. My Executor shall have no duty or
obligation to obtain reimbursement for any such tax paid by my
Executor, even though on proceeds _of insurance or other
property not passing under this Will.
ITEM II: I hereby give and bequeath absolutely and in
fee simple all of my household furniture and furnishings,
books, pictures, jewelry, silverware, automobiles, wearing
apparel and all other like articles of household or personal
use or adornment to my husband, Donald J. Controy. In the
event my husband has predeceased me, I hereby give and bequeath
all the above items to my step-son, Donald J. Controy, Jr., of
Hopatcong, New Jersey, and my daughter, Christine Marie Waters,
of Harrisburg, Pennsylvania, to be divided equally between them
as they may agree, or, if they are unable to agree, to be
divided between them in as nearly equal shares as possible by
my Executor. If either Donald J. Controy, Jr. or Christine
Marie Waters precedeases me, this gift and bequest shall pass
to the survivor. Notwithstanding the foregoing, I hereby
specifically bequeath all of my Hummel figurines to my
Page I of 5 pages
,- ...._-~~---.-------_.. .-'"
~,,~."'-'-'"
daughter, Christine Marie Waters, and all my white china with
gold edging, water goblets with gold edging, sterling silver
place settings and my cut glass collection to my step-son,
Donald J. Controy, Jr.
ITEM III: I give, devise and bequeath all of my
property, real, personal and mixed, not disposed of in the
preceding portions of this Will, to my husband, Donald J.
Controy. If my husband, Donald J. Controy, has predeceased me,
I give, devise and bequath all the rest and remainder of my
property to my step-son, Donald J. Controy, Jr., and my
daughter, Christine Marie Waters, to be divided equally between
them by my Executor on a 50%/50% basis. If either Donald J.
Controy, Jr. or Christine Marie Waters predeceases me, this
gift, devise and bequest shall pass to the survivor.
ITEM IV: In the settlement of my Estate, my Executor
shall, in addition to powers given by law, have the following
powers, to be exercised for the best interest of the
beneficiaries:
(a) To retain any investments I may have at my
death so long as my Executor may deem it advisable to
my Estate so to do.
(b) To vary investments, when deemed desirable
by my Executor and to invest in such bonds, stocks,
notes, money markets, real estate mortgages or other
securities or in such other property, real or
personal, as it shall deem wise, without being
restricted to so-called "legal investments".
(c) In order to effect a division of the
principal of my Estate or for any other purpose,
including any final distribution, my Executor is
authorized to make said divisions or distributions of
the personalty and realty, partly or wholly in kind.
If such division or distribution is made in kind, said
assets are required to be divided or distributed at
Page 2 of 5 pages
their respective values on the date or dates of their
division or distribution.
(d) To sell either at public or private sale and
upon such terms and conditions as the Executor may
deem advantageous to the Estate, any or all real or
personal estate or interests therein owned by the
Estate severally or in conjunction with other persons
or acquired after my death by my Executor and to
consummate said sale or sales by sufficient deeds or
other instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear of all
trust, and without obligation of the purchaser or
purchasers to see to the application of the purchase
money or to make inquiry into the validity of said
sale or sales; also, to make, execute, acknowledge and
deliver any and all deeds, assignments, options or
other writings which may be necessary or desirable in
carrying out any of the powers conferred upon my
Executor in this paragraph or elsewhere in my Will.
(e) To mortgage real estate and to make leases
of .real estate.
(f) To borrow money from any party to pay
indebtedness of mine or of my Estate, expenses of
administration or inheritance, legacy, estate and
other taxes.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
Estate. My Executor shall pay the expenses of my last
illness and funeral expenses.
(h) To vote any shares of stock which form a
part of the Estate, and to otherwise exercise all the
powers incident to the ownership of such stock.
(i) In the discretion of my Executor, to unite
with other owners of similar property in carrying out
Page 3 of 5 pages
_.,.._~-~
~- -
any plans for the reorganization of any corporation or
company whose securities form a part of the Estate.
(j) To distribute my personal property directly
to the Guardians of the person of any minor
beneficiaries hereunder.
(k) To elect such settlement options as deemed
most appropriate by my Executor with respect to any
pension profit sharing or other retirement plan in
which I am a participant.
ITEM V: Any person who shall have died at the same
time as Testatrix, or in a common disaster with her, or under
such circumstances that it is difficult or impossible to
determine who died first, or who fails to survive Testatrix by
ninety (90) days, shall be deemed to have predeceased her.
IT~M VI: I nominate, constitute and appoint my
husband, Donald J. Controy, of Mechanicsburg, Pennsylvania, to
be my Executor. In the event of the death, resignation,
refusal or inability of Donald J. Con troy t.o serve as my
Executor, I nominate, constitute and appoint my step-son,
Donald J. Controy, Jr., of Hopatcong, New Jersey, to serve as
my Executor. My Executor is specifically relieved from the
duty or obligation of filing any bond or bonds.
IN WITNESS WHEREOF, I have set my hand and seal to
this my Last Will and Testament, consisting of this, the next
and the preceding three (3) pages, this /J~day of April,
1987.
~iItJ ~-~
Shirley; . Con troy
SIGNED, SEALED, PUBLISHED AND DECLARED by the above
named Testatrix, Shirley A. Controy, as and for her Will, in
the presence of us, who, at her request, in her presence,-and
Page 4 of 5 pages
ACKNOWLED(;t'!ENT
COMMONWEALTH OF PENNSYLVANIA
SS. :
COUNTY OF DAUPHIN
I, Shirley A. Controy, the Testatrix whose name is
signed to the attached or foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will; and that I
signed it willingly and as my free and voluntary act for the
purposes therein expressed.
Sworn to or affirmed and acknowleqqed before me by
Shirley A. Controy, the Testatrix, this ~ day of April, 1987.
~~.~~
Shirl A. Controy
Testatrix
fJ()iJ~ ~. 0 MWW*
Notary Public
My Commission Expires:
(SEAL)
PATIUCIA A. SCHWARTZ. r.~arY Pubt:e
Harrisburg, Dauphin Co.., Pa. .
My Commission Expir~ ,v.'Y 18. 1987
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS. :
COUNTY OF DAUPHIN
'd.' We, ..5~ (! I,)w , ~~ tL. t..u..J...?--,
and I.So..... je. ~ Lk...- , the witnesses w ose names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testatrix sign and execute the instrument
as her Last Will; that the Testatrix signed willingly and
executed it as her free and voluntary act for the purposes
therein expressed; that each subscribing witness, in the
hearing and sight of the Testatrix, signed the will as a
witness; and that to the best of our knOWledge, the Testatrix
was at that time 18 or more years of age, of sound mind and
under no constraint or undue influence.
y',...s~r~~12}rme~ an subscr'
~I 5 tJ..- r J?) , wi tnes ses ,
1987.
efore me
and
April,
JfJL
..r< a~~
witne~
~~~~
Witness
p~'~ rJ--,. ~ ~J.if1f-
Notary Public
My Commission Expires:
(SEAL) ._-~ blT'
PATRlelA A. SCHWARTZ, Rmiry..u c
Harrisburg, Dauphin Co., pa:
My Commission Expires May 18, 1987
in the presence of each other, have hereunto subscribed our
names as witnesses in attestation thereof.
dress fJJ::r-B 'Y7 . ri11tlfJt.lJil 0, ~.
~jdli1dMDI1 J p~ J7th?
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Page 5 of 5 pages
1"1 AND T S. 18TH ST.ll ID:717-737-553L1
NOV 13'01
12:05 No.OOl P.03
"e~..U!x'lf.OO) *'
COMMON\VEA~TK OP IO~Nlly\'V,6JlI'"
tlEPAAYMENT OF fliVIl~M
INHI~ITAHce TAlC DIVISION
llEl'l. llt~&O'
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MUST BE COldPI..ETeO II... 1l1:l'1l15aNT,..nve OF FJoIWICW. \N$TflVTION WHEIlE s....e DEf'091t lOX IS \OCATIiO AND RETURNED YO.r-eO~ "'PPRiSS
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SAFE DEPOSIT BOX
INVENTORY
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NOV 13''11
12:06 No.OOl P.04
SAFE DEPOSIT BOX INVENTORY PilQe...k..ol3::::.
INSTRUCTIONS .~ ~
111 C.h: lUport 1ot&1 only, \
l2l 8toellll: Li~ In dEllal1 ever)' common or ple!srred oe(tiflcaI6. warront or olh~t rtBhtll"ound In b(lK. Stocka "re to bl!
c".lgnAll't.d by n"~'" nf r.nml'''''Y, ~,.."iD~.jlt9 IIl1mb.t. dole c.I c.rtWcQ~, n~rn~ 111 ""hloh ,1<>ok I. (.glmteted, ""d
number of ahaNl5 and cla.. of atocl<, !
(~l Obll".I1"n~ nf U S Oov.ml'1ltnt: }.lumber oIllen'o, dRI~ 0' lu,,~, lAC. v.lue. ""me. ill wt>ioh r"9;~I"rotl Orlo
ly~ of DWnl!~lp, I.e.,.lolf\tly held. peYlb\~ On death. elc.
(.I.) Bona~ n.-...tonat. by II......... amount, urla\ n~",bof. 0' oth.r tle.i~M.tion, (Snaror 1il000do)
(5) iillII1k anl;\ hvln;s and Loan f'dlboalta: Slate neme 01 depca'tor, nUl'(lbor ot ~)(. "at elale appearing In bOo~,
","na of bank and b..-nch. and b~lan~.
(6) JOI'I,lrv. Coln" ~tlIm~1 Manusorlp,.. .to: 1.1sland describe I. My all po~ble.
(7) g~d.. MOI1S1a......, Cu,r,,"lln~UrKt'l~ Policies or orner .Ylll~nc.. of InCl&bleOneJIC LJil aM di6Cl'Ill8 SS lull"
ill pou.lble.—ta) 10.11 oth". u'ml~lIh..
IT5M OUCR~T'OW
OMS NO 2502 0265 n..
- '1r
A. B. TYPE-OFLOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1-DFHA 2-D FmHA 3. ~CONV. UNINS. 4.QVA 5.0CONV. INS.
Er. : I . 2179011/00124~4541
SETTLEMENT STATEMENT ANDRAS
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form is furnished 10 give you a slatemenl of aclual selllemenl costs. Amounls paid 10 and by Ihe selllemenl agenl are shown.
lIems marked "(POC]" were paid oulside Ihe closing; they ere shown here for informelfonal purposes and are nol included in Ihe lota/s.
1.0 3IVB IAndras.pfdlANORASf.l1 )
D. NAME AND ADORESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAMEAND ADDRESS OF LENDER;
Roger G. Andras Estate of. Shlriey A. Con troy CITIZENS MORTGAGE CORPORATION
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 23-2402316 I. SETTLEMENT DATE:
912 Knepper Drive PURITY ABSTRACT COMPANY
Mechanicsburg, PA 17055 January 31, 2002
Cumberland County, Pennsylvania PLACE OF SETTLEMENT
3329 Market Slreet
Camp Hili, PA 17011
J. ur K. ur
100. GROSS AMOUNT DUE FRuM BURROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. ontract Sa es pnce . Gcm ract ::;a as t-'nce 1 ~1l,UUU.UU
102. ersonal Property W.. Personal t-'roperty
103. ettiement Charges to Borrower (Line 1400) 10; .
104- ';ULLI::<.; IIUN rl::t:: to MARlINIT 26.00 10' .
mo. 1m. I
AfljuSfmeiifs ror /Cems l'a/O /::JY ::ieller n aovence AOjUS menes or /Cems Paid By Seller In advance
1U5:\::OuntylTwp I axes to I I 406. County/l wp axes to I
107. GI Y ax to I I 4U . <.;lty ax to
108. ::;cnoo ax 01/~1IUl to 07lU1IUl I 575.17 . 408. ::;00001 I ax 01131/02 to 07/01102 575.17
109. I ! 40!i.
10. I 410.
111. 411. I
f'1T. 412. I
120. GROSS AMOUNT DUE FROM BORROWER I 146,829.85 420. GROSS AMOUNT DUE TO SELLER I 138,575.17
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 2,001:l.UU tlO'. excess ueposlt (::;ee InSfruClfons)
202. Principal Amount of New Loan(s) lua,UUU.uu tl02. ::;etuement GnargestoSellenOne 1400r r 10,051.00
~EXIS!fngToan(sJ taRen suojectto 503. EXisting oan(s) taken sUDjeCffo I
204. <';1 4,140.00 504. payon Of first Mortgage
2Os:- aua. ayolT 0 secono Mortgage
12uc. , ' 505.
207. , 507. (DepOSit dlsd. as proce9clST
~ 508.
2011. 509.
-ACijusfmenls For Items UnpaiD /::JY ::iel/er Adjusfments or Items Unpaid By Seller
~ CountYf.wp Taxes 01/01lUl to 01/~1IUl -I 22.51 I 510. CountylTwp Taxes 01/01/02 0 01/31/02 I 22.51
"211. Llty ax to I ! tl1 . <.;Ity ax to
12. Schoo ax to I ! 512. ScnOel I ax to
2l3~ I ,513.
ff4. ! tl14.
15. 1515.
216. 515.
Z17. 517. INHI::KIIANLI:: IN<. oWIX, 30.000.00
211>- 518.
2'I1r. I 519.
220. TOTAL PAID BY/FOR BORROWER 111,162.51 520. TOTAL REDUCTION AMOUNT DUE SELLER I 40,073.51
300. "A:>11 A I rKUMI : 600. CASH AI :
301. Gross Amount Due From t:torrower (Line llU) I . Gross Amoun: uue To Seller (Line 420) I 138,575.17
3OT.Tess Amount t-'ald t:lylFor t:lorrower (Line 2l0) 11 111,152.51, 602. Less Keductions uue--seIref1Cme 5l0) II 40,013.51,
303. CASH ( X FROM) ( TO) BORROWER I 35,667.34 603. CASH ( X TO) ( FROM) SELLER I 98,501.66
Th. ""d::.:~~gZb ,,~;.,.. ~.,.~ _m~.."~".. .0::' 'E::'::;7f: h.,"" _
BY:,l:k"z~, ~/~..,../<v:L
/ ,/.,
Page 2
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price S 138,000.00 @ 6.0000 % 8,280.00 PAID FROM PAID FROM
'UMs/on or (.;ommlss/on me lUU) as rOllOwS: BORROWER'S SELLER'S
IU . [() KcMfV\ KCALI '''~, FUNDS AT FUNDS AT
(UZli 4;115.UU to , II~'-'. SETTLEMENT SETTLEMENT
IUJ. '-'OmmISSIOn o-alo a: ;jememen O,UDD,UU
(U4. o '"'10" I U" , , INC;. l;!D.UU
lI/ote:1.lne rul nc uoes AOJustment or -<!<!5.UU ror
800. ITEMS PAYABLE IN CONNECT/ON WITH LOAN
~Ul. Loan ungmauon ree 1.UUUU % to '-'II IV" 1 ,uou.u~
802. Loan Discount 2.~750 % to '-'II J,Ul ~.rt
OUJ. Appraisal ree ~~ou \0 ..K.t::. INrU ~~ -oJV.VV
aU4. '-'reo II "epon ~ 10 to I He '-'Kt::UI "10 vvv"" :;;45 t'u,", -oJV.VU
aU5. Lenoer 5 nspec Ion ee to
JillD. ee to
BUT.ASsumpuon Fee 10
1IDlf. I IN'" rt::1: \0 '-'II JUU.U~
au;!. to 1~.U"
jl U. rLUUU lOcK I rct: to lD.UL
81..
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 01(31/02 to 02(01/02 @ $ 16.540000 (day ( 1 days %) 16.54
9Or.l'i1ol1gage Insurance t-'rem,um or momnS 10
903. Hazard Insurance Premium for 1.0 years to $290 "UI."
gQ4.
905.
1000. RES~RVES DEPOSITED WITH LENDER
1001. Hazard Insurance 3.000 months @ per month 72.51
1002:l\1l0rtgage Tnsurance monlOs per monlO
1 U03. (;ountyl I wp I axes 13.0UO monlOs 22.o<! per month 296.7 9
10U4. t;I ylax monms per month
1005. SchOOl Tax 9.000 momns 110.00 per month 1,U4~.
woo. mOnms per momn
1007. monIDS per month
lUUe. monlOs per mon1l1 -5U9.9U
1100. TITLE CHARGES
1101. Settlement or Closing Fee to
1 fOT.A6SlTact or tUe :;earcn to
lU3. TiUe examination to
1104. Insured (;IOslOg Letter to rlrst Amencan me Insurance \.,,0. 35.UO
1105. DOCument Preparation to WI)\', DEED lUU.UU
1100. NO ary ees to lJA:;H l~.UU O.UU
ll1l7.Alfomey 5 ees to
ve-I!em- num09Fs: )
11 Ue. 11Ie nsurance to -U"II "0;:> I ""'"' I 1 ,U4~.rt
imc(udes above item numbers: )
11 U9. Lender s lJoverage .. I V",VVV.VV
III U. uwners lJoverage :jo loJO,VVV.vv
Ill'. t'A :lUU,oJVV,;!VV \0 "UI'<I lDV.VU
Ii IT.UVernlQhl FeerpacKage 10 C'UI'<I lD.DL
IllJ.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 25.50; Mortgage $ 51.50; Releases $ 77.00
1 <!U<!. lJltY/(;Ounty ax/:;tamps:Ueeo ; Mongage l,oJOV.UL
1203. Slate axJ:stamps: Revenue :stamps ; Mortgage l,3BO.OC
1204. RECORDER OF DEEDS
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest Inspection \0 poe
1303; -cc to (5.UU
13U4. ;j~" ,'-' II:" I to 11'-' ~lU.UUi
13U5. to IVI/-" '" ao,uu
1400.iOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 8,228.68 10,051.00
By signing page 1 Of!hi5 elitemen\, the slonalorle!!l aCknowledge receipt of a completeo copy or page "i. of Ihls two page slate 8011,
Certified to be a true copy.
PURI'~~~4~
Settlement Agent
(ANDRAS/ANORAS/34)
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ACCOUNT: T1WSWS
ESTATE TAX SECURITIES ~UATIOR
Name of Estate: CORTROY
DATE OF DEATH: Thursday, November 8 2001
IT~ CUSI~ NO SHARES!
PAR VALUE
PRICE
DATE
HIGH/ASK
PRICE
LOW/BID
PRICE
DESCRIPTION
1) 59156a108
1
METLIFE INC 11/08 28.2500 27.6000
COM
DIV $0.2000 EX 11/02/2001 aEC 11/06/2001 PAY 12/14/2001
Grand Totals
Total Principal plus .Accrued interest and dividends
:MEAN
PRICE
SECURITY
~tJE
ACCRUED
DIV/INT
27.92500
27.93
27.93 0.20
28.13
This report is for information purposes only. The information is based upon sources we believe to be reliable,
but have not been independently verified by us. The information is not intended to be, and should not be, relied upon
as complete. All expressions of opi.nions are subject to change without notice. Totals may not add due to rounding.
PAGE NO. 1
COMMI!:NTS
tUSK
0.20
ACCOUNT: TCKAKA
ESTATE TAX SECURITIES VALUATION
Name of Estate: NO NAME
PAGE NO. 1
DATE OF DEATH: Thursday, November 8 2001
ITEM CUSIP NO
SHARES/
PAR VALUE
DESCRIPTION
PRICE
DATE
HIGH/ASK LOW/BID MEAN SECURITY ACCRUED COMMENTS
PRICE PRICE PRICE VALUE DIV/INT
---------- ---------- ---------- ------------- ------------ ----------
15.8700 15.87000 26,326.44 MOT FUND
1) 26202D649
1,658.8810 DREYFUS PREMIER ST MUN BD FD
PA SER CL A
11/08
Grand Totals
26,326.44
0.00
Total Principal plus Accrued interest and dividends
26,326.44
This report is for information purposes only. The information is based upon sources we believe to be reliable,
but have not been independently verified by us. The information is not intended to be, and should not be, relied upon
as complete. All expressions of opi
Janney A tl"<lditionofcxccllcncesl/lcc 1832
Montgomery
Scott LLC
20 Erford Road
Suite 315
Lemoyne, PA 17043~ 1109
November 19, 2001
(717) 731-4400
fax: (717) 731-4411
Wix, Wenger & Weidner
Attn: Denise B. Williamson, Paralegal
508 N Second Street
P.O. Box 845
Harrisburg PA 17108
RE: Estate of Shirley A. Controy
Dear Ms. Williamson:
Attached please find a summary of assets for the above referenced decedent as of
November 8, 2001, her date of death.
This account was originally established injoint name with her late husband, Donald
Controy, Senior, and transferred into her individual name as survivor in late 1995 or early
1996. All assets referenced were held in the individual account, # 2354-5957, as of her
date of death. No assets were jointly held at that time.
Due to the tragic circumstances that befell New York City, we have had extreme
difficulty in contacting the paying agent for the Van Kampen Unit Investment Tmsts.
Bank of New York serves Van Kampen in this capacity, and their phone number is
1-800-221-7771. My assistant attempted to reach them several times and was
unsuccessful, therefore, the total supplied on this summary review is only an
approximation, based on the available figures.
Should you require any additional information, please do no hesitate to contact me at
your convemence.
Sinc~l;ely,
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Eu~ne Minaff6h
Financial Consultant
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THINKING CAMRY OR ACCORD?
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Click on the image above to visit this advertiser
Pennsylvania · December 12. 2001
1992 Buick Riviera Coupe 20
Buy a NeVf_~Qr
Buy a U~e.~LCill
List Your Car For Sale.,QnJine.
Financing Quote
InsuranQLQyote
Warranty,Quote
Payment<:9Jc.yl<;ltor
Engine: V6 3.8 Liter
Trans: Automatic
Drive: Front Wheel Drive
Mileage: 23,000
Equipment
Air Conditioning
Power Steering
Power Windows
Power Door Locks
Tilt Wheel
Cruise Control
AM/FM Stereo
Cassette
ASS (4-Wheel)
Power Seat
Consumer Rated Condition:
Good
"Good" condition means that the vehicle is free of any major defects. The paint,
body and interior have only minor (if any) blemishes, and there are no major
mechanical problems. In states where rust is a problem, this should be very
minimal, and a deduction should be made to correct it. The tires match and
have substantial tread-wear left. A clean titl~J]istQIY. is assumed. A "good"
vehicle will need some reconditioning to be sold at retail; however major
reconditioning should be deducted from the value. Most recent model cars
owned by consumers fall into this category.
Trade-In Value
$3,230
Trade-in value represents what you might expect to receive from a dealer for
this consumer owned vehicle.. Keep in mind that the dealer must then absorb
the cost of making the vehicle ready for sale, advertising, sales commissions,
arranging financing and insurance and standing behind the vehicle for any
mechanical or safety pr?blems.
http://kbb.com/kb/ki.dll/kw .kc.ur?kbb;597532&;t&278;Buick; 1992%20Riviera& 1 O;BU;J 1
12/12/01
mM&rBank
January g, 2002
',.'.
RE: Estate Search
'l'he Estate of:
Date of Death. (D.O.D.)
SHIRLEY A CONTROY
111812001
To Whom It May Concern:
Identified below is the account infonnation requested.
1. M&T Bank accounts in which the decedent's name appears:
Account Account Number Account Title Opening Branch D.O.D. Accrued Interest
Type Balances ,
(Includes Accr.
Int.)
CHI{ 1089099 SHIRLEY A CONTROY 4350 $26,684.46 $7.94
SAY 15004200019914 SHIRLEY A CONTROY 4350 $55,975.24 $49.22
CD 31003910571106 SHIRLE.Y A CONTROY 4350 $22,545.84 $1275.61
CD 31003910742939 SHIRLEY A CONTROY 4350 $4995.33 $203.42
IRA 35004200210348 SHIRLEY A CONTROY 4350 $45,225.25 $629.60
2. Loans, Mortgages. or other obligations titled in the decedent's name
Account Number
Amount Owed
_ Account Description
A Safe Deposit Box titled in the Decedent's name existed at our WEST SHORE OFFICE. The Safe Deposit Box Number is 189.
If you have any questions about the information provided, please contact our Recol'ds Department at (716) 635-4010 or 1-800-724-
2440 out8ide of the Buffalo, NY calling area. Thank you.
Sincerely,
M&TBANKCORPORATION
BY: ~fAA~ \--- . . - .
Authorized Signature ~
DATE: (-i"- 0 l-
Manufacturers and Traders Trust Company · 1100 Wehrle Drive, P.O. Box 7'OT, Buffalo, NY 14240.0767
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