HomeMy WebLinkAbout94-00122
N 21 - 94 - 122
o.
Estate of
RUTH E. CHARLTON
, Deceased
. DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUAR Y 10, 19-1L, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me.
IT IS DECREED that the instrument(s) dated JANUARY 2B, 1981
described therein be admitted to probate and filed of record as the last will of
RUTH E. CHARLTON
TESTAMENTARY
FRANK E. CHARLTON and RONALD H. CHARLTON
and Letters
are hereby granted to
FEES
Probate, Letters, Etc. ......... $ 25.00
Short Certilicates( q.......... $ 6.00
Renunciation ................ $
X-pages $ b .UU
JCP TOTAL _ $ 4~:88
Filed ..... f.~~~~A.~~. J.D....) ~.9.4.........
MARY C. LEWIS
AITORNEY (Sup. Cl. J.D. No.)
ADDRESS
PHONE
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Mailed letters and order to Frank E. Charlton on 2-10-94.
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This is to certify that this is a true copy of lhe record which is on file in lhe Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29. 1953.
WARNING: ilia Illegal to duplicate thla copy by photostat or photograph.
Fcc for this certificate. $3.00
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Chatles Hardester
State Registrar
2915801
OEe .16 1993
No.
Date
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COMMONWEALTH OF PENNSYLVANIA I DEPARTMENT OF HEALTH. ~T"'L RECORDS
CERTIFICATE OF OEATH
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COMMONWEALTH OF PENNSYLVANIA
. COUNTY OF CUMBERLAND
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being duly
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SWORN
let. of ~~.____._._..___._
.ccording to I.w. depo... .nd ..y. thet h. ;'" ~i op"" i.:.
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SWOIUl
.nd .ub.cribed before me,
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Month
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INSTRUCTIONS
I. An inventory must be filed within throe month. .fter eppolntment of person. I repr..ent.tivo.
2. A .upplement inventory must be filed within thirty d.y. of di.covery of .ddltion.I....h.
3. Addition.1 .heeh m.y b. .tt.ched II to person.lty or re.lty
4. See Article IV. Fiduciuie. Act of 1949.
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Inventory of the real and personal estate of
e..
o 'h
K-vT
E. C hQI' 110""
deceased
1. Focus 50 Chccldni) Account 1<0. 090-1;7861 3~979 44
York Federal Savines and Loan Assoc.
2. Car for parts 35 00
3. Household i'urnl.ture and l. terns on appro!. sa1 shoet 1,025 00
4. Joint Money Market Account lio. 109-10972 9,107 88
York Federal Savings and Loan Assoc.
14,147. 2
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COMMONWfALTH Of PENNSVlVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
AM A . I ,A
/'-I-/87-S
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
REV.150.OE" III'?'I
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fOR DATISO' DIATHAnlR 12/31191 CHICKHIRI
If A SPOUSAL
POVIRTY CRlDIT IS CLAIMID 0
'ILI NUMSIR
21.
COUNTY CODE
M
129 1. Origlnol Relurn
o 4. Limited Estate 0 40. Future Interest Compromise
Ifor dole' of deoth oher 12.12.82/
[:9 6. Oecedent Died Teslate 0 7. Decedent Maintained a Living Trust
(Attach copy of Willi (Attoch copy of T ru"1
ALl CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO.
NAME C M LETE MAILING ADDRESS
94
YEAR
00122
NUMBER.
~ Charlton
fa so fAl SECURITY NUMBER
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Ruth
14 'ie stfl.e1d Lans
Nevm.lle, Pa.. 172111
Count
2. Supplemental Return
Frank E. Charlton
TElEPH NE NUMBER
o 3. Remainder Return
(for dote. of deoth prior to 12.13.B2) .
D 5. Federol E.tote Tax
Return Required
.2-.8. Total Numberof Safe Deposit Boxes
SO Westfield Lane
Ne1:ville, Pat 17241
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1. Reol E.tate (Schedule A) ( 11
2. Stocks and Bond. (Schedule B) ( 2)
3. Closely Held Stock/Portne..hip Intere.t (Schedule C) (3)
4. Mortgoge. ond Note. Receivoble (Schedule D) ( 4)
5. Cash, Bank Deposih & Miscelloneous Personal Property( 51
(Schedule EI
6. Jointly Owned Property (Schodule F)
7. Tronsfe.. (Schedule G) (Sched,le lj
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 5,022.J.6
Expen.e. (Schedule H)
10. Debts, Mortgage liabilities, Liens (Schedule I)
11. Totol Deductions (totolllne. 9 & 10)
12. Net Volue of E.tote (line B minus line 11)
13. Charitable and Governmental Bequests (Schedule JI
14. Net Value Subject to Tax (line 12 minus line 13)
15. Amount of line 14 taxable at 6% rate
(Include volues 1T0m Schedule K or Schedule M.)
16. Amount of line 14 tax.able at 15% rate
(Include volue. from Schedule K ar Scheduro M.I
17. Principal tax. due (Add tax from line 15 and from line 16.)
19. Credits Spousal Poverty Credit Prior Payments
+---+
19. If line 18 is grealer than lire 17, enter the difference on line 19. This is the OVERPAYMENT.
aD
20. If line 17 is greater than line 18, enter the difference on line 20, This is the TAX DUE.
A. Enter the interest on the balance due on line 20A.
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( 81
(11)
(12)
(13)
(141
. .06 c
. .15 c
(17)
Interesl
(IBI
(19)
(20)
(20A)
(20B)
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14,1117.32
5,022.16
9.12t;.16
1.000.00
8.125.16
1,218.77
1,128.77
8. Enter .he totol of line 20 ond 20A on line 20B. Thi. i. the BALANCE DUE.
M.ko Chock Payablo 10. Rogl.'or ., Will., Ago.'
..IE SURE TO ANSWER AU QUEsnONS ON RMRSE SlDE AND TO RECIl!CIC MATH.... '. :;:(
U"d.r penalli" of perjury. I dedare thai I hove Ikamined this r.turn, induding accompanying schedules and stotemenlJ, and to the b'Jt of my knttwl.dge and bslltf,
it Is tru., carred and complet.. t d.dare thot 011 r.aleJlote hat b.en r.ported ot true market valve. O.daration of prepar.r olh., than the perlOnal repreJentotive is
bo"d on all informafion of whim preparer has ony knowledg..
'IGNAfUR[ Of PUSON RfSPONSlllf lOR flUNG RETURN ADDltfSS - DATf
~ 4 11 ~~' - ""J:lfIi." ",1 "
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frlGNATUU Of .(PARER 0 . HAN NATIvE ADDRf -
( 6)
( 71
5,039.44
9,107.88
(10)
(151
(16) 8,12!;.16
Discount
Check here if you ore Ie!'quesling 0 refund of your overpayment.
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REV-1547 EX AFP (08-94*
COHMONWEAL lH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAKES
DEPT. 28D601 .
HARRISBURG, flA 171211-0601
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NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWAHCE OR DISALLDWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATE 12-12-94
ESTATE OF C FILE NO.
DATE OF DEATH 11-29-93 COUNTY CUMBERLAND
NOTE: TD INSURE PRDPER CREDIT TD YDUR ACCDUNT, SUaHIT THE UPPER PDRTIDN OF THIS FORH WITN YDUR TAX
PAYHENT TD THE REGISTER OF WILLS. HAKE CHECK PAVASLE TO "REGISTER DF WILLS. AGENT"
REMIT PAYMENT TO:
FRANK E CHARLTON
50 WESTFIELD LN
NEWVILLE PA 17241
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount Renitt.d
I
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:is4-j-EX--"FP-ioii:94Y-Noi"icr-oP-YNHER-ifAiicE-TAX-jippiiiiiilEiiENT~--"i:.rOWANCE-iiR------------- ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CHARLTON RUTH E FILE NO. 21 94-0122 ACN 101 DATE 12-12-94
TAX RETURN WAS: (X) ACCEPTED AS FILED
C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL
1. R..l E.tat. (Sch.dul. A) 11)
2~ Stocks and Bonda (Schedule BJ (2)
5. Cloa.ly Held Stock/Partnership Interelt (Schedule C) (5)
4. Horta.gll/Not.. Receivable (Schedul. DJ (4)
5. Clsh/Bank Deposits/Hllc. Perlonal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfe,.. (Schedule G) (7)
O. Tot.l AISlt.
.00
.00
.00
.00
5.039.44
9.107.88
.00
(a)
14,147.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.,.al Expens../Ad.. Costs/Hilc. Expense. CSchedule H) C9J
10. Dobt./Hortg.g. Liabiliti../LI.n. (Sch.dul. II (10)
11. Tatel Deductions
12. Net Value of Tax R.turn
13. Charitable/Govern.ental Beque.t. CSchadyla JJ
14. Net Valu."of Estat. Subjlct to Tax
5.022.16
.00
Cll)
1121
(131
(14)
1\.0" ,,,
9,125.16
1,000.00
8.125.16
NOTE:
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assesssd to date.
ASSESSMENT OF TAX:
15. AMOunt of Lin. 14 .t Spounl rot. (15) .00 x' DO,
1'. AllQUnt of Lln. 14 t..obl. .t Lln..l/Cl... A roto 11') .00 x' 06,
17. Aoount.f Lln. 14 t..obl..t Coll.tor.l/Clu. 8 rot. 117) 8.125.16 X .15,
lS. Prlncip.l T.. Du. 118'
.00
.00
1,218.77
1,218.77
TAX CREDITS:
PAYNENT
DATE
08-29-94
08-30-94
RECEIPT
NUI18ER
MM912872
MM912874
DISCDUNT It)
INTEREST (-)
.00
.00
ANOUNTPAID
1,214.81
3.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1,218.77
.00
.00
.00
. IF ~AID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIOH OF ADOITIONAL INTEREST.
$-$?-I ~
IF TOTAL DUE IS LESS THAN 01, NO ~AYHENT IS REOUIREO.
IF TDTAL DUE IS REFLECTEO AS A "CREDIT" (ClII. YOU NAY IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDIlIl FOR IIlSTIlUCTIOHS.1
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STATUS REPORT UNDER RULE 6.12 :~
Name of Decedent:~ ~ (' .J.- It::,
I
Date of Death:~ :vi 19((3
,
Will No. :':1/ - 94. J :) ':l Admin. No.
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 )( No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
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 K No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:94AoJ
1/ lerr'
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Signature
FI'a-nl< E. C.Aaf'lt,,1'I
Name (Please type or print)
#.m.. 1t/U~d :1~ /fj.q.,';'II..J?
AddVeis tr I .
{ 7171 77(," :1.33
Tel. No.
Capacity:
X Personal Representative
.
(HAHlrmf/AMJ)
Counsel for personal
representative