HomeMy WebLinkAbout07-21-06
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paSUaJaa I AaT1a)l .iiaHla JO alulsa :aH UI
aSVaia1l TVNliI aNY lNawaillas AiIWYiI
THEREFORE, each of us does hereby remise, release, quitclaim and forever
discharge the said personal representative, her heirs, executors, and
administrators and assigns, of and from the said estate and from all actions, suits,
payments, accounts, reckonings, claims, and demands whatsoever for or by
reason thereof, or for any other use, matter, cause or thing whatsoever touching
upon the estate of the said decedent, and each of us does further hereby covenant
and agree that should any liability come due to the estate of the said decedent
after the signing of this agreement, we and each of us do hereby covenant and
agree with each other that we will contribute pro rata our share of the estate to
satisfy any and all claims, demands, suits, or causes of action which may be
successfully prosecuted against the said estate after signing, sealing and delivery
of this settlement agreement, and final release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals this _
11,-1- day oiL 15 ,2006.
Wlt~e~s: '7--:'
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Evelyn~. Craig, individually
And as Executrix of the Estate of
Ethel L. Kelley
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Harvey O. Kelley, individually (/
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Marlin F. Kelley, individually
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Carol Kelley HurlE{y, individuGlly
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Michael Kelley, individua
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'Kristine Kelley \ elbaugh, Q
individually
Commonwealth of Pennsylvania)
: 55:,
County of Cumberland )
On this, the '1~ of JJI ~ ' 2006, before me, a Notary
Public, the undersigned officer, p rsonally appeared Evelyn K. Craig,
individually and as Executrix of the Estate of Ethel L. Kelley; Harvey O. Kelley,
Marlin F. Kelley, Carol Kelley Hurley, Steven Kelley, Michael Kelley, Kristine
Kelley Gelbaugh, known to me to be the persons whose name are subscribed to
the within instrument, and acknowledged that they executed the same for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
C~~L1A_e_l(A,_
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Notary
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Notarial Seal
Anne M. Co' Notary Public
Ca....lIrough, Cumbertand County
'"; ::lmmlnion Expires June S, HOt
WILLIA1vl A. ADDAMS, ESQUIRE
A TTORNEY ill # 06265
27 W. HIGH ST.
P.O. BOX 261
CARLISLE PA 17013
TELEPHONE 717-243-7638
'IN"RE':"'ESTATl(6F'EtHEL'L:'KELLEy~'1.........tn"the'.C.ourt..o{.Com..rnon"'i51eas..o{......1
LATE OF LOWER FRANKFORD ~ CUMBERLAND County Pennsylvania ~
TOWNSHIP, CUMBERLAND ~ ORPHANS COURT DIVISION )
COUNTY, PENNSYLVANIA. j NO. 2106 0084 )
. .
. .
..........................................................................................................^..........................................................................................................~
ORDER OF COURT
AND NOW, this
day of
,2006, after a
review of the within Petition, the Petition for the Settlement of this Estate is approved and
distribution directed as set forth in the said Petition.
This Estate is closed and Evelyn K. Craig is excused from her duties as
Executrix of the Estate of Ethel L. Kelley.
By the Court,
J.
WILLIAM A. ADDAMS, ESQUIRE
ATTORNEY ill # 06265
27 W. HIGH ST.
P.O. BOX 261
CARLISLE PA 17013
TELEPHONE 717-243-7638
'iN"RE':"'EstATE"6F'EtHEL'L:'KEiIEy~'1""""'Ifi"the..Court..of..Com.mon...Ple.as..o{.......1
LATE OF LOWER FRANKFORD ~ CUMBERLAND County Pennsylvania ~
TOWNSHIP, CUMBERLAND : ORPHANS COURT DIVISION ~
COUNTY, PENNSYLVANIA. ~ NO. 21060084 ;
........................................................................................................................................................................................................................
PETITION FOR THE SETTLEMENT OF AN ESTATE
TO THE HONORABLE, THE JUDGES OF SAID COURT:
EVELYN K. CRAIG, EXECUTRIX of the Estate of ETHEL L. KELLEY, through
her attorney, William A. Addams, respectfully represents:
l. 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
3 19.62
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:
I.
2.
3.
4.
5.
6.
7.
8.
9.
10.
II.
12.
Hoffman Roth Funeral Horne
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
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:
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."
RECAPITULATION
$ 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:
EVELYN K. CRAIG
1517 MCCLURES 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 MCCLURES 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.
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William A. Addams
Attorney for Petitioner
;2.0
Dated: June 1,2006
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.
~ 1<: Cv~
Evelyn K. Craig
Sworn to and subscribed before me
this 2d day of June, 2006.
// .\ f' ~
~R-{L'V-c\LL~/-
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Notary
Notarial Seal
,~nn. M. Cox, Notary Public
, "Irs e Borough, Cumbertand County
f Commission Expire. June 3, 2001
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
06-12-2006
KELLEY
01-18-2006
21 06-0084
CUMBERLAND
101
APPEAL DATE: OB-1l-2006
( See reverse side under Objections)
Amount Remitted I I
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 +-
REv:is47-Ex-AFP-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ETHEL L FILE NO. 21 06-0084 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
WILLIAM A ADDAMS
27 W HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
KEllEY
REV-1S~7 EX AFP \06-05)
ETHEL
L
DATE 06-12-2006
TAX RETURN WAS:
) ACCEPTED AS FILED
SEE ATTACHED NOTICE
x) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Esiaie (Schedule A)
2. Siocks 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
2,21B.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)
HO)
18,484.31
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
170,615.31
(1ll
(2)
(13)
(14)
18.484.31
152,131. 00
.00
152,131. 00
NOTE:
14, 15 and/or 16, 17~ 18 and 19 will
returns assessed to date.
I~ an assessment was issued previously~ lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(5)
(16)
(17)
(18)
.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
AMOUNT PAID
17,367.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 10-18-2006*.
.00
.00
17,2B7.53
1,210.25
18,497.78
'ob
~ \o\~\
"; \D ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST_
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS
TI=' TnTAI nilI:' TC Dec. C,...Trn aroo .. ..,..nr............. ...-.-...
REV-1470 EX IS-B8)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
Ethel L Kelley
REVIEWED BY
ACN
2106-0084
101
Sandra J Eslinger
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
J 4-5-6-
7
Changed tax rate from 6 percent to 15 percent since a niece and nephew is a collateral
beneficiary.
ORIGINAL
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