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WILLIAM A. ADDAMS, ESQUIRE
ATTORNEY ill # 06265
27 W. HIGH ST.
P.O. BOX 261
CARLISLE P A 17013
TELEPHONE 717-243-7638
rh:.rRE~'''ESTATlf6F'ETHEL'L:"I<ELLEY;T'''''''iIi''the''Court"'o{Common.pIeas..or.....]
~ LATE OF LOWER FRANKFORD i CUMBERLAND County Pennsylvania i
i TOWNSHIP, CUMBERLAND 1 ORPHANS COURT DMSION 1
I COUNTY, PENNSYL VANIA. I NO. 2106 0084 I
... .................................................................... ..................................... ^........ ........ ............ ............ ..... ......... ................. .... .................. .... ...........
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PETITION FOR THE SETTLEMENT OF AN ESTATE
TO THE HONORABLE, THE JUDGES OF SAID COURT:
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her attorney, William A. Addams, respectfully represents:
EVELYN K. CRAIG, EXECUTRIX of the Estate of ETHEL L. KELLEY, through
I. Ethel L. Kelley, of 1517 McClure's Gap Road, Carlisle, PA 17013, died testate
on January 18,2006.
2. Letters Testamentary were granted to Petitioner, Evelyn K. Craig.
3. The assets subject to inheritance tax were as follows:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
M&T Checking
Sovereign Bank, checking, CD's
PNC - Cumbo County retirement check
Hoffman Roth Funeral Home refund
Met Life, Inc. stock 44 shares @50.4148
Met Life interest check
Hoffman Roth, prepaid funeral bill
John Hancock GPA Choice Annuity
AIG Insurance Co. Annuity
Jackson National Life Ins. Co. Annuity
Nationwide Life & Annuity
Total Assets
$14,438.55
26,114.41
319.62
18.23
2,218.25
37.92
7,610.50
12,045.50
11 ,367.17
70,171.68
26273.48
$170,615.31
Expenditures as follows have been made on behalf of the said Ethel L. Kelley Estate:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Hoffman Roth Funeral Home
Westminister Cemetery, grave opening
Funeral meal, wake
William A. Addams, Esquire, attorneys fee
Register of Wills
John Klingler, accountant, filing fiduciary return
Evening Sentinel, advertising
Cumberland Law Journal
Register of Wills, filng inventory and appraisement
Register of Wills, filing petition to settle
Register of Wills, additional probate
PA. inheritance tax
Total Debts
7,610.50
1,150.00
200.00
8,500.00
140.00
600.00
158.81
75.00
30.00
15.00
45.00
$18_497.78
$37,022.09
"I devise and bequeath all of my estate of every nature and wherever situate in equal
shares to my brothers, Leroy R Kelley, Harvey O. Kelley and Marlin F. Kelley, and my
sister, Evelyn K. Craig."
5. Inheritance taxes of $18,497.78 have been paid, and a copy of the Notice of
Appraisement from the Department of Revenue is attached hereto as Exhibit A.
6. The said Ethel L. Kelley left her entire estate in Item II of her Last Will and
Testament dated February 3, 1988, as follows:
RECAPITULA TION
$ 170,615.31
$ 119,856.83
$ 50,758.48
$ 37..022.09
$ 13,746.39
Total Assets:
Less Annuities
Net Assets
Total Debts
Balance for distribution
Schedule of Distribution
To: Evelyn K. Craig, named beneficiary of the following annuities:
John Hancock GPA Choice Annuiy $12,045.50
AIG Insurance Co, Annuity $11,367.17
Jackson National Life Ins. Co., Annuity $70,171.68
Nationwide Life & Annuity $26_273.48
Total Annuities $119,856.83
Residue $ 13,736.39
Plus payment to estate for inheritance tax due from
Evelyn Craig on the $119,856.83 annuities of which
she was the Sole beneficiary, @12% $14.383.00
Total Residue for distribution
$ 28,119.39
To:
EVEL YN K. CRAIG
1517 MCCLVRES GAP ROAD
CARLISLE, P A 17013 1/4 of residue
$7,029.84
HARVEY O. KELLEY
240 CAMPGROUND ROAD
CARLISLE, P A. 17013 1/4 of residue
$7,029.83
MARLIN F. KELLEY
1535 MCCLVRES GAP ROAD
CARLISLE, P A. 17013 1/4 of residue
$7,029.83
Carol Kelley Hurley
367 Crossroad School Rd.
Newville, P A, niece 1/16 of residue
$1,757.45
Steven Kelley
36 March Dr.
Carlisle, P A 17013, nephew
1/16 of residue
$1,757.45
Michael Kelley
257 Parkway Dr.
Carlisle, P A 17013, nephew
1/16 of residue
$1,757.45
Kristine Kelley Gelbaugh
1420 Pine Road
Carlisle, P A 17013, niece 1/16 of residue
$1,757.45
WHEREFORE, your Petitioner prays that Your Honorable Court approve the
distribution of this estate as set forth herein, and that the said Executrix, Evelyn K. Craig be
discharged from the duties of her appointment.
/~~~~
William A. Addams
Attorney for Petitioner
Dated: June ~ 0, ' 2006
AFFIDA VIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Evelyn K. Craig, being duly sworn according to law, deposes and
says that the averments of the within Petition are true and correct to the best of affiant's
knowledge, information and belief.
~k
Evelyn K. Craig
,
Cvd
Sworn to and subscribed before me
this 2c day of June, 2006.
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Nota;'
Nota....' ...,
i ,A nnt M. Cox, Nota" PublIc
(~ .~lfsa BORNIlh, C.............. ~
'y Commilllon Expn, June 3, ..
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
ADDAMS WILLIAM A
27 W HIGH ST
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 186-28-3544
FILE NUMBER: 2106-0084
DECEDENT NAME: KELLEY ETHEL L
DA TE OF PAYMENT: 06/20/2006
POSTMARK DATE: 06/20/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 01/18/2006
NO. CD 006859
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $216.73
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$216.73
REMARKS:
CHECK#108
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
06-12-2006
KELLEY
01-18-2006
21 06-0084
CUMBERLAND
101
APPEAL DATE: 08-11-2006
( See reverse side under Objections)
Amount Remitted [ I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
fY!_~~9~~_!~]~-~]~~______~___~g!~]~_~g~g~_~g~!!g~_Eg~_yg~~_~ggg~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ETHEL L FILE NO. 21 06-0084 ACN 101 DATE 06-12-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
WILLIAM A ADDAMS
27 W HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
KELLEY
'*
REV-1547 EX AFP (06-05)
ETHEL
L
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
2,218.25
.00
.00
48,539.23
.00
119,857.83
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
18,484.31
.00
(11)
(12)
(13)
(14)
NOTE: I~ an assessment was issued previously~ lines
re~lect figures that include the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
170,615.31
18.484 31
152,131.00
.00
152,131.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
.00 X 045=
144,062.70 X 12 =
8,068.30 X 15 =
(19)=
+
DATE
04-18-2006
NUMBER
CD006568
INTEREST/PEN PAID (-)
914.05
AMOUNT PAID
17,367.00
PAYMENT MUST BE MADE BY 10-18-2006*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS
IF TOTAL DUE IS REFLECTED AS A nCREDITn
.00
.00
17,287.53
1,210.25
18,497.78
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~Ii)&
18,281.05
216.73
REV-141o EJ( (6-88)
. . INHERITANCE TAX
EXPLANA TION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Ethel L Kelley 2106-0084
REVIEWED BY ACN
Sandra J Eslinger 101
ITEM
SCHEDULE NO. EXPLANA TION OF CHANGES
J 4-5-6- Changed tax rate from 6 percent to 15 percent since a niece and nephew is a collateral
7 beneficiary .
ORIGINAL
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