HomeMy WebLinkAbout01-03-07
IN RE: The Estate of
SYLVIA C. KELLY,
Deceased
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYL V ANlA
: Orphans' Court Division
: No. ~ \ (::) '\ C) () \ {J
PFTTTTON FOR THE SETTI ,EMENT OF A SM AT .T , EST ATE
TN ACCORDANCE WITH 20 PA C S A SECTION 1102
TO THE HONORABLE, THE JUDGES OF THE SAID COURT,
The Petition of Elaine D. Slusser respectfully represents:
1. That she resides at 171 Peach Glen Road, Gardners, Cumberland County,
Pennsylvania, and is the sister of the decedent, SYLVIA C. KELLY.
2. That the decedent, SYLVIA C. KELLY, died on May 23,2006, and at the time of
her death was a resident of 210 Hill Street, Mt. Holly Springs, Cumberland County, Pennsylvania.
3. That the decedent died testate and under Item 6 of her Last Will and Testament, the
Petitioner, ELAINE D. SLUSSER, was appointed the personal representative of the estate of Sylvia
C. Kelly. A copy of said Will is attached hereto, marked as Exhibit "A", and incorporated herein by
reference.
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That the said SYLVIA C. KELLY left surviving her the following per~ ent1Ded
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to share in her estate:
A.
ELAINE D. SLUSSER
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Relationship to decedent: Sister
None of the people mentioned herein have received or retained property by way of payment
of wages, salary or vacation benefits as set forth in 20 Pa. C.S.A. Sec. 3101.
5. That no person is entitled to the Family Exemption.
6. That the gross value of the personal estate of the decedent does not exceed
$10,000.00.
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7. That the property of the decedent and the values of the several items thereof are as
follows:
A.
B.
e.
D.
E.
F.
G.
H.
I.
8.
Personal savings account at M&T Bank
Classic checking account at M&T Bank
Proceeds received from Dan Hershey Auctioneering Services, LLC
Check received from Russell J. Brenneman
Membership refund from Central Penn AAA
Refund from Comcast Cable Communications
Refund from Embarq
Premium refund from Erie Insurance Group
Refund check from Discover Bank
$2,029.80
1,680.25
270.89
241.67
63.00
1.75
10.76
92.00
195.76
The value of the personal savings account, classic checking account at M&T Bank
and checks received total the sum of $4,585.88.
9. That a schedule of assets and deductions for inheritance tax purposes will be filed
with the Register of Wills; any inheritance tax assessed to be paid.
10. That the Petitioner, as sole beneficiary of the estate of Sylvia e. Kelly, has been
given written notice of the intention to file this Petition and hereby consents to waive the
requirement of the twenty (20) days prior written notice of the intention to file such Petition. Copy
of said Waiver and Consent is attached hereto and incorporated herein by reference.
WHEREFORE, Petitioner prays that the Court direct distribution of the property of the said
Sylvia C. Kelly in the following manner:
A. That the Personal savings account at M&T Bank, account number
15004200022355, and the Classic checking account at M&T Bank, account number
687332, be closed and that a check or checks for the proceeds from each account be
issued to Elaine D. Slusser; and
B. That Elaine D. Slusser be authorized to cash each check received as set forth in
Paragraph 7 herein above and receive the proceeds of each check by way of cash or
check made payable to her; and
C . That Petitioner be authorized to execute any and all tax documents, including but
not limited to the Pennsylvania Inheritance Tax Return.
Dated: )>~~..;- , r; :? fJ 0 G
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Anthony L. De , Esquire
113 Front Street
P.O. Box 358
Boiling Springs, P A 17007
Telephone (717)258-6844
Attorney LD. No. 18067
VERIFICATION
I hereby verify that the facts and information set forth in the foregoing Petition For The
Settlement Of A Small Estate In Accordance With 20 PA C.S.A. Section 3102 are true and correct
to the best of my knowledge, information, and belief. I understand that any false statements
contained herein are subject to the penalties of 18 Pa. C.S. Section 4904, relating to unsworn
falsification to authorities.
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Dated: ~~~J::-f~~o{,
Elaine D. Slusser, Petitioner
W A TVFR A NT) rONSpNT
The undersigned party, having an interest in the Estate of SYLVIA C. KELLY, hereby
waives the required twenty (20) days prior written notice of the intention to file a Petition for the
Settlement of a Small Estate in accordance with 20 Pa. C.S.A. Section 3102 and consents to the
averments set forth in said Petition and Decree, as said averments apply to the undersigned party.
Date: :t>~Jf "{<'crt
-e:iW1-ill"~l ~/ol ~c /
Elame D. Slusser---
Sworn to and subkcribed
before me this _I( day
of &.a.J1.t4 2006.
c1n~a.dJ-/~
Notary B lic
NOTARIAL SEAL
MARJORIE A DELUCA
Notary Public
IQUlHMID.ETON lWP.C\MIERlN'I)COtHV
My ComtnISSIOn Expires Nov 4. 2007
LAST WILL AND TESTAMENT
OF
SYLVIA C. KELLY
I, SYLVIA C. KELLY, a resident of Mt. Holly Springs, Cumberland County,
Pennsylvania being of sound mind, memory and understanding, do hereby make, publish
and declare this to be my Last Will and Testament, hereby revoking all Wills and
Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my last illness and
funeral expenses be paid as soon after my decease as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary estate all estate,
inheritance and like taxes together with any interest or penalty thereon imposed by the
government of the United States, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all property required to be
included in my gross estate for estate, inheritance or like tax purposes by any of such
governments, whether the property passes under this Will or otherwise, excluding,
however, any property over which I have a taxable power of appointment, provided,
however, that no residuary beneficiary shall by reason of this provision be denied the
benefit of any deduction, credit, favorable rate of tax or other benefit which by law
enures to such beneficiary.
ITEM 3: It is my wish that my remains be cremated and my ashes be distributed
in Peabody, Massachusetts.
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LAST WILL AND TESTAMENT
OF
SYLVIA C. KELLY
ITEM 4:
I give, devise and bequeath all of the rest, residue and remainder of
my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever
situate at the time of my death, unto my sister, ELAINE D. SLUSSER, provided,
however, that she survives me and is living sixty (60) days after the date of my death.
ITEM 5: If and in the event that my sister, ELAINE D. SLUSSER, does not
survive me and is not living sixty (60) days after the date of my death, then and in such
event, I give, devise and bequeath all of the rest, residue and remainder of my estate, real,
personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time
of my death, unto my step-son, HERBERT J. COMEAU, JR., provided however, that he
survives me and is living sixty (60) days after the date of my death.
ITEM 6: I hereby nominate, constitute and appoint my sister, ELAINE D.
SLUSSER, Executrix of this my Last Will and Testament, with full power to do any and
all things necessary for the complete administration of my estate, and direct that no bond
or other surety is required of her in this or any other jurisdiction for her performance of
this office.
If and in the event that my sister, ELAINE D. SLUSSER, does not survive me and
is not living sixty (60) days after the date of my death, or does not complete her duties as
Executrix, then and in such event, I hereby nominate, constitute,~d appoint my step-son,
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LAST WILL AND TESTAMENT
OF
SYLVIA C. KELLY
HERBERT 1. COMEAU, JR., Executor of this my Last Will and Testament, with full
power to do any and all things necessary for the complete administration of my estate,
and direct that no bond or other surety is required of him in this or any other jurisdiction
for his performance of this office.
ITEM 7: If any provision of this Will or of any Codicil hereto is held to be
inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof
shall continue to be fully operative and effective, so far as is possible and reasonable.
IN WITNESS WHEREOF, I, SYLVIA C. KELLY, the Testatrix, have to this my
Last Will and Testament, typewritten on three (3) consecutively numbered pages,
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subscribed my name and affixed my seal this J ~ day of September, 2005.
SEAL)
Signed, sealed, published and declared by the above named SYLVIA C. KELLY, as and
for her Last Will and Testament, in the presence of us, who have hereunto subscribed our
names at her r:equest. as witnesses hereto, in t..~e presence of the smdTestatrix, and of
each other.
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