HomeMy WebLinkAbout12-05-06 (2)
John J. Krafsig, Jr., Esquire
Attorney for Petitioner
2921 North Front Street
Harrisburg, Pennsylvania 17110
Telephone: 717-236-2109
Attorney I.D. #06840
IN RE: ESTATE OF
SARAH E. SANDY
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. ..2/-06 - 10 I'"
2006
PETITION FOR SETTLEMENT OF ESTATE, PURSUANTo
TO SECTION 3102 OF THE CODE FOR ~O
DISTRIBUTION OF SMALL ESTATES Gj~
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AND NOW, comes the Petitioner, Betty S. Cjl~ell~
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relating to the above mentioned Estate, who respectfully petitions
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In
TO THE HONORABLE, THE JUDGES OF CUMBERLAND COUNTY:
as follows:
1. Your Petitioner is a beneficiary in the said
Estate, residing at 4908 Virginia Avenue, Harrisburg, Dauphin
County, Pennsylvania 17109; who is not related to the decedent,
but was a personal friend and who is also the designated person
to proceed pursuant to the Renunciation executed by the
Executor of her Will, Manufacturers and Traders Trust Company,
Successor to Dauphin Deposit Trust Co., also known as Dauphin
Deposit Bank, attached hereto and marked as Exhibit "A."
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Cl!JMBERLAND
Register of Wills of ~ County, Pennsylvania
RENUNCIA TION
Estate of
SARAUEE. SANDY
No.
also known as
N/A
,
, Deceased
Manufacturers and Traders Trust Co, successor
The undersigned, to Dauphin Deposit Trust Co, 'Executor of
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request\s) that
to file
X~ Srnall.Estate.Pe.tition be issued to Betty S. Caldwell, beneficiary
W;tne" + hand th;'
I ~~ay of
January
,20~.
f'
(Address)
(Signature)
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
beto/\:: :~i:.. u. ' B day ot
~ ,2066
~D-'lAlALA ~ W~
Notary Public
My Commission Expires: 1,,/~/tJ'g
lSignatu,e and seel 01 Notary 0' other ollie!.
NOTE: Renunciations executed outside the Office of Register of
Wills are required in some counties to be notarized.
qullli'led to edmini.'.f oeth.. Show date 01
eJlpmnion of Nota,y's comminion.1
RW-13 (Rvsd 9/92)
COMMONWEALTH OF PENNSYLVANIA
NotarialSeal'
eeannaL. Wells. NoIaJy PU:lIc
CityOt~. ~Ccu1ly
MyCofl"m\~.'M Elq:jnl8pec;e. 2008
Member.~ AssOclatlon Of Notarles
EXHIBIT "A"
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WILL AND TESTAMENT
I, SARAH E. SANDY, of Penbrook, in the County of Dauphin and
State of Pennsylvania, being of sound mind, memory and understanding,
.
do make and publish this my last will and testament, hereby revoking
and making void all former wills by me at any time heretofore made.
And first, I direct that my funeral be conducted in manner
corresponding with my estate and situation in life and that all my
just debts and funeral expenses be fully paid and satisfied as soon
as conveniently may be after my decease.
As to such estate as it hath pleased God to intrust me with,
I dispose of the same as follows, viz:
I. I expressly authorize and empower Mrs. Betty S. Caldwell to
make all arrangements and details of my funeral and burial.
Her choice of a Funeral Director and burial arrangements shall-
be deemed to be a binding expense and obligation of my estate.
In consideration of said services, I expressly authorize and
empower the said Betty S. Caldwell to have the option to
select and receive any of my personal effects that she may
desire and to receive the same in kind: and to sel~ct, divide
and depose of my jewelry, picture and other personal effects.
II. .1 hereby empower and authorize my Executor to convert all of
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EXHIBIT "B"
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my remaining assets, both real and personal, tangible and
intangible, wheresoever situate, into cash, at either public
or private sale, without the necessity of posting bond and
without the necessity of prior court approval; and after pay-
ing all necessary debts and obligations owing by me and my
..
estate, including all taxes and funeral expenses from the
cash proceeds remaining, I hereby make the following bequests:
A. I bequeath one-half (1/2) of the proceeds remain-
ing, to Mrs. Betty S. Caldwell;
B. I bequeath one-fourth (1/4). of the proceeds remain-
ing, to Mrs. Grace V. Zellers; and
C. From the remaining one-fourth (1/4) balance, I
specifically bequeath:
(1) The sum of $1,000.00 to Richard P. Caldwell;
(2) The sum of $1,000.00 to Rev. Dann S. Caldwell;
(3) The sum of $1,000.00 to Daniel Sandy;
(4) The sum of $1,000.00 to Jean Sandy; and
(5) The remainder of said moneys is bequeathed
to the Derry Street United Methodist Church.
III. I hereby direct that I shall be buried in the East Harrisburg
Cemetery.
IV. I hereby nominate and appoint John J. Krafsig, Jr., Esquire,
to serve as the attorney for my estate; and I hereby expressly
direct my Executor to use his services in the administration
of my estate.
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And I hereby nominate, constitute and appoint Dauphin
Deposit Bank, my Executor, of this last Will and Testament.
IN WITNESS WHEREOF, I, SARAH E. SANDY, the Testatrix,
have to this, my Will, written on three (3) sheets of paper, set
my hand and seal this
a
day of January, A.D. One Thousand
Nine Hundred and Ninety-three (1993).
.
~2,~
Sarah E. Sandy
(SEAL)
Signed, sealed, published and declared by the above
named Testatrix, as and for her last Will and Testament, in the
presence of us, who have hereunto subscribed our names at her
request as witnesses thereto, in the presence of the said Testatrix
and of each other.
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CODICIL
I, SARAH E. SANDY, of Lower Allen Township, Cumberland
County, Pennsylvania, do hereby direct that the following Codicil
shall be executed in connection with my Last Will and Testament,
executed by me on January 13, 1993, as follows:
Paragraph II. C. (5) of my former will is
entirely revoked, and is revised to read, to wit:
II. C. (5) The remainder of said moneys is bequeath-
ed to Care Assurance Fund of Bethany Village of
Mechanicsburg, Pennsylvania.
All other prior bequests, terms, conditions
and provisions set forth in my Will of January 13,
1993, as previously referred to, are hereby reaffirmed,
ratified and shall remain in full force and effect.
have to this my Codicil, set my hand and seal this
IN WITNESS WHEREOF, I, SARAH E. SANDY, the Testatrix,
11"6- day
of September, 1994, written on one sheet of paper.
~ ~ ~ ~~'(SEAL)
Sarah E. Sandy
Signed, sealed, published and declared by the above
named Testatrix, as and for her last Codicil, in the presence
of us, who have hereunto subscribed our names at her request as
witnesses thereto, in the presence of the said Testatrix and of
each other.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
SARAH E. SANDY
W i 11 Uo.
October 17, 2005
Admin. No.
To the ReglsLer:
I certitf ll1at rlr:'':.:..'..:e at beneflci~l interest required by
Rule 5.6 (a, 0 f the Oq'han!' (0U rt Rules wa!!t served on or mailed to
the [ollowing benef ic lH :..~s uf the above-captioned estate on
November 2. 2006
~
Address
Mrs. Betty S. Caldwell 490R \lirl}iniq 2\ve)';)ll~ Harri!':hnrl}, P~ 17109
Mrs. Grace V. Zellers 651 Prince Street, Palmyra, Pa. 17078
Mr. Richard P. ralc1wpl1 6174 !=;.pt'inl) T(n()11 1)ri17il, Harri!'>hnrg P.=l 17111
Rev. Dann S. Caldwell. 2017 Continental Drive Harrisburg Pa 17110
Mr. Daniel Sandy /.1 Prnf'~ P1Qr~ GreenVillp, s.r '?Qh09
Care Assurance Fund, c/o Matt Madden, Bethany viilage 325 Wesley Drive,
Mechanicsbur~. Pa. 17055
Notice has now been 1Lven .to all persons entitled thereto under
Rule 5.6 (a) except Jean Sandy . (rlp~pa!,:pn 1/12/01)
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Datel
November 2, 2006
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Name JOHN J. KRAFSIG. JR.. ESOUIRE
Address 2921 N. Front Street.
Harrisburq, Pa. 17110
.
Telephone ( 7171 236-2109
'-
Capacity:
Personal Representative
x Counsel for personal
representative
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EXHIBIT "c"
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JOHNJ. KRAFsIG, JR., INc.
ATTORNEY-AT-LAW
HARRISBURG, PENNSYLVANIA
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292\ N, FRONT STREET
TEL: 7\7-236-2\ 09
FAX: 7\7-238~\OO
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MEMBER
PENNSYLV...NIA BAR
DISTRICT OF COLUMBIA S"'R
November 2, 2006
TO:
Mrs. Betty S. Caldwell
Mrs. Grace V. Zellers
Mr. Richard P. Caldwell
Rev. Dann S. Caldwell
Mr. Daniel Sandy
Mr. Matt Madden for Care
of Bethany Village
In Re: Estate of
SARAH E. SANDY
Asssurance Fund
Enclosed you will find the Notice of Beneficial
Interest in the Estate of Sarah E. Sandy, which is self explanatory;
together with a copy of her Will and Codicil.
Please acknowledge receipt of this Notice, in writing,
either by making a copy of the Notice and indicate your acknowledg-
ment of the same with the date and your signature or just sending
a written acknowledgment, so we can proceed with the administrating
of the Estate and close it out.
Thanking you in advance for your attention to this
matter, I am,
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Enclosures
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS,. COUNTY OF CUMBERIJAND,
PENNSYLVANIA
In re Estate of
No.
TO:
SARAH E. SANDY
. of
Mrs. Betty S. Caldwell
, deceased,
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4908 Vir9inia Avenue-
H;:'!rri~hl1rg, P~. 17109
Please take notice of the death of decedent and the grant of letters*to
the personal representative(s) named below. You may have a benefi-
cial interest in the estate as follows:
one-half (1/2) of residuary estate
(beneficiary )
(address)
(ii additional space is needed, use back of ~2.ge)
Name of de~ede!1t Sarah E. Sandy
Last known address
of decedent Bethany Vi11age, 5225 Wilson Lane, Mechanicsburg,
Pennsylvania 17055
Date of death Or.tober 17. 2005
Place of death Lower Allen~'Tw{J., Cumberland County, Pa.
Counr-f of grant of original letters .,
Decedent illerl x. testate' intestate.
A copy of the v.ill x is is not at~ached.
Nam~s), adcire~(es) and telephone nunDe:-:s) of all personal renresent-
atives appointed by renunciation of the Executor to the Petitioner
Name Adcir::s.:: Te!enhone
Betty S. Caldw~ll 4908 Virginia Ave. 717;545-6215
Harrisburg, Pa. l/lU~
Name~s), adcir~ss{es) and telephone nUlnbe!:':'s} of all counsel
Nam~ Addres.:: Telephone
John J. Krafsig, Jr., Esq. 2921 N. Front St. (717-236-2109)
Harrisburg, Pa. 17110
Additional information may be obtained fro
Dale Novembe r 2, 2006 Signature
Name
Address 2921 N. Front St.
Harrisburg, Pa. 11110
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Teleohone
Capacity:.
717-236-2109
Personal Representative
Counsel for personal
. representative
because of the minbnal value of the Estate~
x
*No Letters - Small Estate Petition'.
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND,
PENNSYLVANIA
In re Estate of
No.
TO:
SARAH E. SANDY
. of
J deceased,
~r~r.p v. 7,pl1prs
(beneficiary)
(address)
651 Prinr.p Street
Palmyra, Pa. 17078
Please take notice of the death of decedent and the grant of letter:r to
the personal representative(s) named below. You may have a benefi-
cial interest in the estate as follows:
one-fourth (1/4) of residuary estate
(if additional space is needed, use back of page)
Name of d~ecient Sarah E. Sandy
Las;; known. address
of decedent Bethany Village, 5225 Wilson I,ane. Mechanicsburg,
Pennsylvania 17055
Date of death October 17, 2005
Place of death Lower Allen'-'Twp.. Cumberland County. Pa.
County of graIlt of origi..nal letters '.
Decedent died x testate. intestate.
A copy oi the v.-ill x is is not att.ached.
Namcls), adci.ress(esi and telephone nuoue:-:s) of all personal represent-
atives appointed by renunciation of the Executor to the Petitioner
Name Adcires.s Telenhone
Betty s. Caldwel~ 4908 Virginia Ave. ~17-545-6215
Harrisburg, Pa. 17109
Name~s), adci.ress(es) a.l'J.d telephone nUl1J.Cer:'s} of all counsel
Nam~ AdcITe~ Telephone
John J. Krafsig, Jr., Esq. 2921 N. Front St. (717-236-2109)
Harrisburg, Pa. 17110
Additional information may be obtained from t
Date NovPlllhpr 2. 2006 Signature
Name
Address
2921 N. Front St.
Harrisburg, Pa.
Telephone 717-236-2109
Capacity: Personal Representative
x Counsel for personal
. representative
*No Letters - Small Estate Petition because of the minimal value of the Estate.
17,110
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NOTICE O~' BENEFICIAL INTEREST IN ESTATE
BEFORE T:tIE REGISTER Olf WILLS, COUNTY OF CUMBERIJAND,
PENNSYLVANIA
In re Estate of
No.
TO:
SARAH E. SANDY
. of
Mr. Richard P. Caldwe 11
6174 Spring Knoll""lkive
Harrisburq, Pennsylvania 17111
Please take notice of the death of decedent and the grant of letters*to
the personal representative(s) named below. You may have a benefi-
cial interest in the estate as follows:
Due to the minimal value of the Estate, the specific bequest set
forth in the Will cannot be paid, and therefore the amount will be
prorated and may be less than $100.00.
(ii additional space is needed, use back of ?c.ge)
Name of decede!lt Sarah E. Sandy
Last known address
of decedent Bethany Village. 5225 Wilson Lane. Mechanicsburg,
Pennsylvania 170"5 ;,.'
Date of death October 17, 2005
Place of death Lower Allen<'T\vp.. Cumberland County, ,Pa.
Counrf of grant of original letters '.-
Deceuent die-.:i x: t~state i.ntestate.
A copy of the v..-ill x is is not attached.
Nam~s), adcir~~\es) and telephone nut:lbe~:s) of all personal represent-
atives appointed by renunciation of the Executor to the Peti tioner
Name ALiciress TeleDnone
Betty S. Caldw~ll 4908 Virginia Ave.. 717-545-6215
Harrisburg, Pa. 17109
. deceased,
(beneficiary)
(address)
N<:lme~s), auuress{es) afltl telephone number:'s) of all counsel
Name Address Teleohone
John'J. Krafsig, Jr., Esq. 2921 N. Front St. - (717-236~2109)
Harrisbucg, Fa. 17110
Additional information may be obtained from the Ul er'
Dale November 2, 2006 Signature
Name
Address
2921 N. Front St.
Harrisburg, Pa.
.
'TelelJhone 717-236-2109
Capacity: Personal Representative
x CoullSel for personal
. representative
*No Letters - Small Estate Petition because of the minimal value of the Estate.
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NOTICE O~"l BENEll'ICIAL lNrEREST IN ESTATE
[Wa'ORE THE REGISTER 01:-' WILLS, COUNTY OE' CUMDElU,l\ND,
PBNNSYLVANIA
III re Estate of
No.
TO:
SARAH E. SANDY
. of
, tleceaseu,
Rev. Dann S. Caldwell
L,
2017 Continental DrIve
(beneficiary )
(address)
Harrisburg. Pensylvania 17110
Please lake notice of the death of dec~cien.t and the grant of letters*to
the personal representative(s) named. below. You may have a benefi-
cial interest in the estate as [allows:
Due to the minlinal value of the Estate. the specific bequest set
forth in the Will cannot be paid, and therefore the aIrount will be
prorated and may be less than $100.00.
(ii additional spac~ i:: needed, use back of ~ag2)
Name of de~etie!lt S.i1rah E. Sllnd~
Last known address
or ueceue!ll BelhllllY V1.U.age. 5225 Wilson l'une. Mechanicsbul:"g,
P.en.u.sylva111n 1711f)C) <,'
Date of death Oel-oller 17, 2005
Place of death Lower l\l1ent,'l'wP.. Cumberland County,Pa.
CuUllt"f of grant oi original letters ,
De~ede!.lt die.J. x 't~state. i.ntestate.
A copy of the will x is is not attacheu.
Name~s). aJ.ci.r~~(esi ami telephone nUJ.:1be~:s) of all personal represent-
atives appointe~ by renunciation of the Executor to the Petitioner
Name AudrE~ TcleDhGue
Betty S. Ca1dw~11 4908 Virginia Ave. - 717-545-6215
Harrisburg, Pa. 17109
Name~s). auur~S5(es) a..rlll lelephone number-:s) of all counsel
Name Adili-es.5 Teleohone
. -
John J. Krafsi . Jr. C:S(. 2921 N. Front St. (717-236-21U9)
lI11J:"clsburg, Pa. 1 llU
AJ.uitiOllal information may be obtained fro
Dale Novcl1Ibe r 2, 2006 Signulur
Name
Adures:;
2921 N. Front St.
Itarrisburg, Pa.
.
"l'ele\Jhoue 717-236-2109
Capacity:- Personal Hepresentalive
x Coullsel for personal
. representalive
"'No Letters - Small C:state Petition because of the minimal value of the Estate.
17.110
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NOTICE O~"1 BENEl"lCIAL INTEREST IN ESTATE
nl;:~~OH.E THE REGISTER Olf WILLS, COUNTY O~' CUMBElUJl\ND I
PENNSYLVANIA
In re Estate of
No.
TO:
SAHAll
. of
Mr. Daniel Sandvl.
E. SANDY
. dece3Sed,
1..1
(beneUciary )
(address)
21 Prof' ~ Pl~~p
Greenville, S.C.' 29609
Please take notice of the death of decedent and the grant of letters.to
the personal representative(s) named below. You may have a benefi-
cial interest in the estate as [ollows:
Due to the minimal value of the Estate. the specific bequest set
forth in the Will cannot be paid, and therefore the aIIDunt will be
prorated and may be less than $100.00.
(if adciitional space is neeued, use back of pag'.:!)
Name of de~eue!lt Sarah E. Si:\lldlf
Last known address
of decedent Bethany Village. 5225 Wilson L,ane. Mechanicsburg,
P~nllsylvallla 17055
Date of death Od'ohf>r 17, 2001)
Place of de3.th Lower Allenl'T\'iP.. Cumberland County, ,Pa.
County of grant of original letters ..
De~edellt died x 't~state. intestate.
A COp: of the will x is is not attacheu.
Name(s), aJ.ci.r~~(esi ami lelephone nUJ.:lbe~:s) of all personal rerlresent-
alives apvointe~ by renunciation of the Executor to thte Peti tioner
Name Addr~s.5 T~lephone
Betty S. Caldw~11 4908 Virginia Ave. - 717-545-6215
Harrisburg, Pa. 17109
Name~sl, aJur~ss{es) and tclc;lhol1~ nuu.bE~:S} of all counsel
N~\1ne. Adu.ress Teleohone
John J. Krafsig, Jr., Esq. 2921 N. Frollt St. - (717-236-2109)
Harrisburg, fa. 17110
Aduitional iuformation may be obtained r..
Date November 2, 2006 Signature
Name
Adures:;
.No Letters - Small
2921 No Front St.
llarrisburg, Pa.
\. Teleuhoue 717-236-2109
Capacily:- Personal HeprescnlaLive
x Coullsel for personal
. representative
Estate Petition because of the minimal value of the Estate.
11110
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NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERIJAND,
PENNSYLVANIA
In re Estate of
No.
TO:
SARAH E. SANDY
. of
, deceased,
Care Assurnnr.p mlnn of RPthnny Villnryp
c/o Matt Madden, 'Bethany Village
. (beneficiary)
{address}
325 Wesly Drivp," Mpr.hnnir.Rhllrg, Pn. 170~~
Please take notice of the death of decedent and the grant of letters*to
the personal represe!ltative(s) named below. You may have a benefi-
cial interest in the estate as follows: .
Please note: Due to the minimal value of the Estate and unable
to pay the full aIrount of the specific bequests, tilere will be no
remainder of noneys to bequeath to Care AssurPIlCe: Fund.
(ii additional space is needed, use back of ;:age)
Name of de(:edent Sarah E. Sandy
Last known address
of decedent Bethany VillafJe, 5225 Wilson Lane. Mechanicsburg,
Pennsylvanin 17055
Date of death Or.tobpr 17, 2005
Place of death Lower Allen~'Twp., Cumberland County, .Pa.
Count"f of grant of original letters "
.. .
Decedent die-l x' testate intestate.
A coo,,- of the v-ill x is is not attached.
Name{s), adci.resS(es) and telephone nUI:J.be:-:s) 01 all personal represent-
atives appointed by renunciation of the Executor to the Petitioner
Name Address Te!euhone
Betty s. Caldw~ll 4908 Virginia Ave. - 717-545-6215
Harrisburg, Pa. 17109
Name~s), addressees) and telephone numGe!'":'s) of all counse!
Nam~ Address Telephone
John J. Krafsig, Jr., Esq. 2921 N. Front St. (717-236-2109)
Harrisburg, Pa. 17110
Additional information may be obtained f..
Date Novembe r 2, 2006 Signature
Name
Address
2921 N. Front St.
Harrisburg, Pa.
'releohone 717-236-2109
Capacity: Personal Representative
x Counsel for personal
. representative
*No Letters - Small Estate Petition because of the minimal value of the Estate.
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Daniel 1.' Sandy
21 Prof's Place
Greenville, SC 29609
Mr. John 1. Krafsig, Jr,
Attorney-at-Law
2921 N. Front Street
Harrisburg, PA 17110-1281
November 9, 2006
Dear Mr. Krafsig:
With regards to the Estate of Sarah E. Sandy, I am writing to acknowledge my receipt of
the Notice Of Beneficial Interest, which you sent to me on November 2,2006. I have also
received with this Notice a copy of Mrs. Sandy's wilt and Codicil,
Thank you very much for your time and efforts in behalf of Mrs. Sandy's Estate.
..
Sincerely,
~~
Daniel 1. Sandy
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JOHN J. KRAFsIG, JR., INC.
ATTORN EY-AT- LAW
HARRISBURG, PENNSYLVANIA
'. 17110-1281
2921 N. FRONT STREET
TEL: 717-238-2109
FAX. 7 1 7-238'() 100
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MEMBER
PENNSYLVANIA BAR
DISTRICT OF COLUMBIA BAR
November 2, 2006
TO:
Mrs. Betty S. Caldwell
Mrs. Grace V. Zellers
Mr. Richard P. Caldwell./' In Re ~
Rev. Dann S. Caldwell
Mr. Daniel Sandy
Mr. Matt Madden for Care Asssurance Fund
of Bethany Village
Estate of
SARAH E. SANDY
Enclosed you will find the Notice of Beneficial
Interest in the Estate of Sarah E. Sandy, which is self explanatory;
together with a copy of her will and Codicil.
please acknowledge receipt of this Notice, in writing,
either by making a copy~f the Notice and indicate your acknowledg-
ment of the same with the date and your signature or just sending
a written acknowledgment, so we can proceed with the administrating
of the Estate and close it out.
I
Thanking you -in advance for your attention to this
matter, I am,
.
Very trulY\YOUrs, ~^
. \Z . 'r/"
9tt' :)KrafS~
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Enclosures
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11/27/2005 15:15
71 77550870
BETHANY VILLA<:E
PAGE 01/01
ASBURY
~ FOUNDATION
Serving Bethany Village & Epworth Manor
November 27, 2006
Attorney John J. Krafsig
REF: Sara E. Sandy Estate
Dear. Attorney Krafsig.
I hope this finds you well.
I here by acknowledge the receipt"tlfthe Sara E. Sandy Estate as provided by YOUt office.
I fully understand the notice of distribution and 8$ the Director of Development at
Bethany Village, I write to confirm your earlier cotTe$pondencc:.
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Matthew Madden
Director of Development
Asbury Foundation I Bethany Village
"
325 Wesley Drive · Mechanlcsburg, PA 17055
717-591-8019
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JOHN J. K':RAFsIG, JR., INC.
ATTORNEY-AT-LAW
HARRISBURG. PENNSYLVANIA
17110-1281
"
2921 N. FRONT STREET
TI!L: 717-238-2109
FAx. 7 I 7-238-Q1 00
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MEMBER
PENNSYLVANIA BAR
DISTRICT OF COLUMBI.... BAR
November 2, 2006
TO:
Mrs. Betty S. Caldwell
Mrs. Grace V. Zellers
Mr. Richard P. Caldwell-
Rev. Dann S. Caldwell"
Mr. Daniel Sandy
Mr. Matt Madden for Care
of Bethany Village
In Re: Estate of
SARAH E. SANDY
Asssurance Fund
Enclosed you will find the Notice of Beneficial
Interest in the Estate of Sarah E. Sandy, which is self explanatory:
together with a copy of her Will and Codicil.
please acknowledge receipt of this Notice, in writing,
either by making a copy of the Notice and indicate your acknowledg-
ment of the same with the date and your signature or just sending
a written acknowledgment, so we can proceed with the administrating
of the Estate and close it out.
Thanking you - in advance for your attention to this
matter, I am,
"
Very trU1Y\YOUrs, ~
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Enclosures
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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
KRAFSIG JOHN J JR ESQ
2921 N FRONT ST
HARRISBURG, PA 17110
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ESTATE INFORMATION: SSN: 195-32-0437
FILE NUMBER: 2106-1017
DECEDENT NAME: SANDY SARAH E
DATE OF PAYMENT: 11/16/2006 -
-
POSTMARK DATE: 11/15/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 10/17/2005 - -
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, NO. CD 007449
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $255.16
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TOTAL AMOUNT PAID:
REMARKS:
CHECK# 1809
SEAL
INITIALS: CJ
RECEIVED BY:
TAXPAYER
$255.16
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
...
EXHIBIT I' 0"
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EV 1500 EX 15001
~~ COMMONWEALTH OF
.' ~ PENNSYLVANIA
y, ~. ., DEPARTMENT OF REVENUE
, DEPT. 280601
, , HARRISBURG, PA 17128-0601
...
REV-150.0
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFfiCIAL USE ONLY
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FILE NUMBER
d.:.L-12~
COUNTY COOE YEAR
_LQL1
NUMBER
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DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
SANDY SARAH E.
SOCIAL SECURITY NUMBER
195 32
0437
DATE OF DEATH (MM-DD-YEAR)
10/17/2005
DATE OF BIRTH (MM-DD-YEAR)
05/04/1924
(IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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iLl 1, Original Relurn
iLl 4,limited Eslate
KJ 6, Decedent Died Teslale (AII8cII copy of Wi H)
o 9,liligalion Proceeds Received
o 2, Supplemental Return
o 4a, Fulure Inleresl Compromise fdal. 01 d.alh .n.r 12,12-&2)
o 7, Decedent Mainlained a Living Trust (AlllIchcopy 01 Trosll
o 10, Spousal Poverty Credit (d.\eold..\hbe\....n 12,31,91 and '-',951
o 3, Remainder Relurn (dal. 01 "".\h prio< 10 12-13,82)
o 5. Federal Estate Tax Return Required
8, Tolal Number of Safe Deposit Boxes
o 11. Election 10 lax under See, 9113(A) IAl1adl Sth 0)
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John J. Krafsiq, Jr., Esquire
FIRM NAME f" .~pplicablal
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TELEPHONE NUMBER
717-236-2109
17110
(1)
(2)
(3)
(4)
(5)
1. Real Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
3, Closely Held Corporalion, Partnership or Sole-Proprietorship
. .
4, Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Sepllfale Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8, Total Gross Assets (Iolal Lines 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H)
10, Debts of Decedent. Mortgage liabilities, & liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12 Net Value of Estate (line 8 minus line 11)
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None
None
None
None
$2,643.36
(6)
/None
"OFFICii!.L'USE ONLy
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(7)
None
14 Hel Value Subject 10 Tax (line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(9)
(10)
(12)
(13)
(14)
, .
x.O_ (15)
x.O_ (16)
x ,12 (17)
x ,15 (18)
(19)
13 Charifable and Governmental Bequf!sls/Sec 9113 Trusts for which an election 10 tax has not been
made (Schedule J)
.t
$2,643~36
,
(11)
$ 995.00
$1,648.36
Npne
$.1,648.36
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15. Amount 01 line 14 laxahle althe spousal lax
rate. or transfers under See, 9116 (al(l,2)
16, Amount of line 14 taxable allineal rate
17, Amount 01 line 14 laxable at sibling rate
18, Amount 01 line 14 taxable at coIlaleral rate
19. Tax Due
2Q,D
CHECK HERE IF yOU ARE P~QUESTING A REFUND OF AN OVERPAYMENT
1,648.36
$
111.7 ?d
, $
247.24
v"
"" > )0 BE SURa to ANSWER AU-QUEST ONS. ON ,RSVERSE'8IDEAND RECHEOKMATH;lCt,.c~ ~".'
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Decedent's Complete Address: ·
STREET ADDRESS
· Bethany Villaqe
5225 Wilson Lane
CITY
I STATE
Pa.
17055
Mechanicsburg
Tax Payments and C,redits:
1. Tax Due (Page 1 Line 19) (1)
2, CredilslPaymenls
A. Spousal Poverly Credil
B. Prior Payments
C. Discount
Total Credits ( A + B + ~ ) (2)
None
3.
InteresVPenally if applicable
0, Interest
E. Penalty
(3)
(4)
(5)
(5A)
(5B)
$7.92
4,
TotallnleresVPenalty ( 0 + E )
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
I ZIP
$247.24
$ 7.92*
None
5. If Line 1 + line 3 is greater than line 2, enter the difference. This is lhe TAX DUE.
A. Enter the interest on the tax due,
B, Enter the total of Line 5 + 5A. This is the BALANCE DUE.
$255.16
N!A*
$255.16
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a, retain the use or income of the properly transferred;".......:........................"."..,......""...."".......""........"...:..... 0
b. retain the right to designate who shall use'the property transferred or its income; ..",,,.....,,.,,.......,,......,,......,,,, 0
c, retain a reversionary Interest; or.........".",.."....,..".."........".."".......".."....""....".".."....,,,......................".....,... 0
d. receive the Pfomise for life of either payments, benefits or dire? "........."".............."......."..""""....""...".".." 0
2, If dealh occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .,'. ...".."..".", .,..,,,,, "....,..,.........".........1.............., ,................ ..... ,........... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ."."........ 0
4. Did decedent own an Individual Retirement Account, annuity, or other non-probale properly which
contains a beneficiary designatioo? ..'I.........;.......?"..""...............""..........."......""........"....."......."...."........".... 0
No
IX]
IX]
IX]
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADDRESS
for Estate
DATE
11/ IS- /2006
, .
DATE
ADDRESS
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FOf dates of deal" on or after July 1, 1994 and before January 1, 1995,the lax rale 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) (ill. '
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or fer the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)
The statute \lQes nol exempt a transfer to a surviving spouse from tax, and the slatutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The lax rate imposed on the net value of transfers from a deceased child lwenty-one years oi age or younger aldeath to or for the use of ,a natural parent, an adoptive paren
or a stepparent of the child is 0% In P.S. ~9116(a)(1.2)J. I'
The tax rale imposed on lhe net value of transfers to Of for the use of the decedent's lineal beneficiaries is 4.5%, except as rioted in 72 P.S. ~9116(1.2) In P.S. ~9116(a1\1)).
'-
The lax rale imposed on the net value of lransfers to or fOf the use of the decedent's siblings is 12% (72 P.S. ~9116(a)(1.3)). A sibling is defined, under Section 9102, as al
individual who has atleasl one parentln common with the decedent, whether by blood or adoption.
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VERIFICATION
AND NOW, to wit, this
JO,14
day of November,
2006, I, Betty S. Caldwell, the within Petitioner, do hereby certify
and state the facts as set forth in the foregoing Petition, are
true and correct to the best of my information, knowledge and belief.
I understand that false statements herein are made
subject to the penalties of
18 Pa. C.S.A. S4904 relating to
unsworn verification to authorities.
~~.~
Betty . Caldwell, Petitioner