HomeMy WebLinkAbout94-00126
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21 - 94 - 126
RENUNCIATION
~
In Re Estate of Ruthanna S. Ely
deceased.
To the Register of Wills of Cumberland
County, Pennsylvania.
The undersigned Francea H. Berg, daughter
of
the above decedent, hereby renouncc(s) the right to administer the estate and respectfully ask(s) that Letters
Testamentary
be issued to
Farmers Trust Company
C )' I '772~
/-rr'.-f-1t1C5'1. fy~ hand this ~~
day of 'ili1tuar~J , 19 q d
, C/ ~
(SIanalure)
(Adcln:ss)
21 - 94 - 126
RENUNCIATION
111 Re Estate of Ruthanna S. Ely
deceased.
To the Register of Wills of Cumb e rland
County, Pennsylvania.
The undersigned Thomas S. Ely, son
the above decedent, hereby renouncc(s) the right to administer the estate and respectfully ask(s) that Letters
be Issued to
WITNESS
~~~\~
l> '~j
Cla:
a:
Testamentary
Farmers Trust Company
hand thls..:tl st day of .)A ".IlW ~ ,19..i':L
~MS.~
(Slsnalurt)
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of
,\?C\t'l T'A\~ \<-110.\, \~~lW'\\\ ~~ \\U1.b'
(Adcln:ss) '\'j
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(Signature)
(Address)
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FARMERS II
TRUST
. :ds
'9~ I'EO 17 ,',11:55
Cle,.' :.J:!
CUIli::: ,. ,,;., PA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Ruthanna S. Ely
Date of Death: November 21, 1993
Will Number:
21-94-00126
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans'
Court Rules was seIVed on or mailed to the following beneficiaries of the above captioned
estate on February 16, 1994:
Thomas S. Ely, M.D.
8987 Taft Road
Holcomb, NY 14469-9545
Frances H. Berg
12 The Crossway
Troy, NY 12180-7263
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
Date: February 16, 1994 .
Signature:
ane F. Burke, Senior Vice President
and Trust Officer
Farmers Trust Company
P.O. Box 220
Carlisle, PA 17013
(717) 243-3212
Capacity: Personal Representative
One WL'StliighSlm... I~O.Il11X 2211 C1flisk'. J\'nnsylvania 171)]3 (7]7) 243-3212
..
.
/,-(- /t'7-1, .
~ INHERITANCE T X .RETURN
'COMMONl'aLTHOFPENNSVlVANIA RESIPE~T OECEDENT
OEPAATMENTOFREVENUE (TO BE P1l'V:D IN DUPLICATE
OEPT,2~1
I<""n'll!l.i!'.O,PA17"'-OOO' WITH THE REGISTER OF WILLS)
DEe,EOENY" NAME (LAST. FIAST. AND MIDDLE INlTIALJ
Ely, Ruthanna S,
SOCIAL BECURITY NUMBER
152-12-3557
] OAT1E1"k~i;; rOA~i~o~nm
00
D
rn
FILE NUMBER
21-94-0126
COUNTY CODE YEAR
DECEDENtS COMPLETE ADDRESS
Avon Numlng Home
Avon, NY 14414
NUMDER
Co.., Cumberland
1, Original Return D 2. Supplemental Relurn D 3. Remainder Rtturn
(for dale. prior to 12-12-82)
4. Umhed eltat. 0 4a. Futurelnt,r..t Comproml.e 0 D, Federal ellate TalC
(for dale. of death after 12-12-82) Return Required
e. Decldenl died Teltal' 0 7, Decedent Maintained a Uvlng Trust 8. Total number of Safe Depo.1t
AttacheD ofWllij CAttachcopyoftrust) Boxe.
All CORREBPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO :
......
COMPLETE MAlUNGAODRESS
Farmem Trust Company
Trust Department
P.Q, Box 220
Carlisle, PA 17013
0,00
10,612.50.
0.00
0.00
35,627,63
1e. Amount of line 141axabl. at lS % rate
(Include valUII from Schedule K or Sch.dul. M)
17. Principal tax due (Add tax from line 115 and from IIn'115)
18. Credltl Prior Paymentl Discount Int.rest
1 ,900.00 + 100.00 0.00
10. IIIlne1lil great.rthan IIn'17, ent.rthe differ.nc. on Iln. 10. Thlli lithe O~RPAYMENT
110
20. tfljnl17l1 gr..tltthan Iln. ,a, .nt.rth. diff.rence on line 20. Thill'the TAX DUE
A, Enl.r the Inter.r.t on the balance due on line 20A
8, Enter the total ollin. 20 and :lOA on line 208, Thllllthe BALANCE DUe
~_~k. ~~lCk P~,~b!. to: R_l!~.t., of WIII'~SI.nt
," ..' .' . BE SURE TO ANSWER ALL DUF.BnON8 ON REVF.R8E SIDE AND TO RECIIECK MATH . , .
DiKiiiPtnatlill otptfjurr, raecrire ffiiilhiv. examIned thll return,including accompanying schedul.. and statementl, tnd to the best 01 mr knowledg. &nd bill",
· tltrul, correct and complete, I dlCltr. that all rullltate ha. betn reporttd at true market value. Declaration of ptlpar.r othef than perlon&! rtpr..tntttlvt I,
baled onaa information C?fwh~~p.!~~~~~.!!JJt.!l~w1tdg~_,~___._.. .________'_'_____~~______
. ~RE OF PERSON RESPONSI8LE fOR FiliNG RETURN ADDRESS
8K1NA~~4ii~~~~RES-S--. .. ....-.---~---.--------.
David W, Maclvor
TElfPHONE NUMBER
717-243-3212
z
o
5
E
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w
a:
1, ROIl Ella.. ( Sch.dul. A) (')
2, Stock. and Bond. (Sth.dul. B) (2)
:I, Clolalv Held Stock/Partnerlhlp Interest (Schedule Cl (3)
4. Mortgages and Notel Receivable (Schedule 0) (4)
8. Calh, Bank Deposit. & Mlscellaneous Perlona' Property (5)
(Sch.dul. E)
15. JolnUy Owned Pro~erty (Schedule f) (6)
7, Tra..f." (Sch.dula G) (Sth.dul. L) (7)
e. Total Groll AII"s (tollllJnes 1-7)
O. Funoral Expenl", AdminIstrative Costs, MIscellaneous (D)
ExpenuI (Schedule H)
1 D. Debt. Mortge;e UablUtlll, Uens (Schedule I) (10)
11. TotaJD.ductions (totalllnel D & 10)
12. Net Value ot eltate (line a mlnulllne 11)
1:1. Chl1ltable Ind Governmental Bequests (Schedule J)
14. Net Value Subject to Tall: (line 12 mlnulline 13)
7,074,12
694,73
0,00
0.00
115, Amount ot Une 14 taxable a 0% rate
(Include valulI from Schedule K or Schedule M)
(15)
36,471,26
z
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g
..
:I
o
()
g
(15)
0.00
CJI('(:k h{'le II yot) life Icqueshng I!l fcfund 01 your OV(!qlIlym(!nt
(')(')
::;J
\,'.'
,.' ,....
c::
(5)
46,240.13
('1)
(12)
(13)
(14)
7.766.65
36,471,26
0,00
36.471.26
X ,05'"
2.306,26
X.HS=
0,00
('7)
2.306.2lt
(IS)
(ID)
2,000.00
(20)
(20A)
(20B)
306.26
0.00
306.26
Date
----.:Z,L'-~-f'---
Date
_.._......_...._.__._-~-_._--------._-..._---._----_._---...-,-...-..-- ......,,-_._...__._._.._...-..__.._._~--_.- ..._-~_.-
. co.NONftAlTIIOF'EUNlIV\.YAHl'-
"MImIC. T~ REl\lFW
SCHEDULE B
STOCKS AND BONDS
RE.lDENTClIC(lllHT
ESTATE OF
FlU; NUMBER
21 -94-0126
Rulhanna S. Ely
All ro I Inti -owned with rl hi of Iurvivorlhlp mUlt be dllcloud on Sc_hldul.
ITEM
NUMBER DESCRIPTION
1, 400 shs PA Power & Light Company, Common, NVSE, DOD/shs $26.54
Total (1110 enter on linl 2, r~ltul&llon) __~_______
(" morl Ipac. I, ntedld. 'nlln additlonal,hlltl 01 ,.me Ii%.)
VALUE AT DATE
OF OEATH
10,612.50
10,612,50
M.aHTCl:ClCEHT
~ SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
,,"IrTAHCIT,UMMW
DESCRIPTION
1 FILE NUM SER
Pl.... Type or Print
ESTATE OF
ITEM
_-'!J~MBER
A.
Ruthanna jl, ElL-
21-94-0126
AMOUNT
1.
2,
Funeral Expenses:
Stephenson/Doughsrty Funsral Home
C4mberland Valley Memorial Gardens
1,695.00
1,490,00
B. Administrative Costs: Farmers Trust Company 2,312,00
1. Per.onal Repre..ntatlve Commission.
SQclal Security Number of Pertonal Repre.entatlve:
Vear Commissions paid _
2. Attorney Feel Frances H. DelDuca, Esquire 1,156.00
3. Family Exemption
Claimant RelationshIp
Addreo. of Claimant at decedent's death
Street Addren
CRy State 0.00
4, Probate Fees Register of Wills, Letters Testamentary 104,00
C.
Miscellaneous Expenses:
1. Farroors Trust Company, replace Ssfe Deposit Box key
2, Cumbe~and Law Journal, advertising Letters Testamentary
3. The Sentinel, advertising Letters Testamentary
4. Miscellaneous Filing & Closin9 Costs
15,00
40.00
62,12
200,00
ToW (~I~~.nt.r on I~.!...~~ee~ltulatlon)
(It mor. .pace il n...ded, InlDft additional .heet. of .,m. Iln)
7,074.12
~THDf"IENNlnYAIM
......M'ANCITAxI't;Tl.IlW
SCHEDULE J
BENEFICIARIES
J
1'I!'''HTCI!CltlN'l'
ESTATE OF
Ruthanna S. Ely
FILE NUMBER
21-94-0126
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
A. TUlIble Bequests:
1.
Frances H. Berg
12 The Crossway
Troy, NY 12180-7263
2.
Thomas S. Ely, MD
8987 Taft Road
Holcomb, NY 14469-9545
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B. Charitable ana Governmental Bequeste:
TOTAl. CH,,!,ITABLE AND GOVERNMENTAL B~QUEST! (AI.o ollt!' on~.. .E"'loe~.ulation)
(If more spac. II need.d. in.ert additionallhntl 01 11m. sir.)
RELATIONSHIP
Daughter
Son
AMOUNT OR
SHARE OF EBTATE
50%
50%
AMOUNT OR
SHARE OF ESTATE
0.00
/J''l
.RI!V-1547 EX AFP UO-93*1
cotItDHWEALTH OF PEtWSVLVANIA
DEPARTltEHT OF Rt!VENUE NOTICE OF INHERITANCE TAX
IUREAU OF INDIVlooOL TAXES L;APPRAISEHENT' ALLOWANCE OR DISAllOWANCE
DEPT. 210601
HARRISIUIl1l, PO 171.....01 OF DEDUCTIONS, AND ASSESSHENT OF TAX DATE 10-03-94
ESTATE OF EL Y RUTH' FILE NO
DATI! OF DEATH 11-21-93 COUNTY' CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIOH OF THIS FORH WITH YOUR TAX
PAY"ENT TO THE REGISTER OF WILLS. "AKE CHECK PAYAaLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
3
.;
DAVID W MACLVOR
FARMERS TRUST CO TR DEP
PO BOX 220
CARLISLE PA 17013
C-
ACN
101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.ount R..I Hod
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'v:is4nif-"FP--ncf:9iT"iioficr-oii-YNHEifiTANCi-YAX-APPRAiSEMEii'r,--"LLowA'Ncrifli-mmmmm-
. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ELY RUTH S FILE NO. 21 94-0126 ACli) ("iOl DATE- 10-03-94
TAX RETURN WAS I I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. ISchedul. Al
2. Stock. and Bond. ISch.dul. BI
5. Clo..l, Held Stock/P.rtn.r.hlp Int.r..t ISchedul. CI
4. Hortg.,../Nct.o R.c.l.ebl. ISchedul. DI
S. C.ah/8ank o.polltI/Hi.c. P.r.on.l Propert, CSchedul. E)
6. Jolntl, OWned Prop.rty ISchedul. Fl
7. Tranlfer. (Schedul. G)
I. Tot.l A...to
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Expeft"I/A~iniltr.tiY. Co.t.1
"1o..U_. EI<P"'o" I Schedul. HI
10. DebtolHortgege.Llabllltl../lleno ISchadul. II
11. Tot.l Deduction.
12. Not V.l... of Tax R.turn
15. Ch.rltebl./Oc..rnaant.l Beque.t. ISchadul. JI
14. Not V.l... of Eat.t. Subjact to T..
NOTE:. If.n ........nt w.. i..u.d pr.viou.1Y, lin..
refl.ct figure. th.t include the tot.l of ~
ASSESSMENT OF TAX:
15. _t of LIne 14 taxebl. at 6% rat. 1151
16. Aaount of LIne 14 taxebl. .t 15% rata 1161
. 17. Prlnolp.l Tax _
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT It I
DATE _IER INTEREST I- J
02-17-94
05-31-94
100.00
.00
855923
886123
I I CHANGED
-."
III
(2)
IS)
(4)
15)
161
171
.00
10.612.50
.00
, .00
35.627.63
.00
.00
III
46,240.13
19l
1101
7,074.12
694.73
IUI
1121
IISI
1141
7.768.85
38,471.28
.00
38,471.28
14, 15 and/or 16 and 17 will
returns a.se..ed to dat..
38.471.28 X.06 =
.00 X.15 =
1171
2,308.28
.00
2,308.28
ANOUNT PAID
1,900.00
308.28
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2,308.28
.00
.00
.00
. IF PAID AFTER DATE rNDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE 15 lESS THAN n, NO PAYHENT IS REQUIRED.
IF TOTAL DUE 15 REFLECTED AS A "tREDIT" leRI, YDU IIAY IE DUE
A REFUND. SEE REVERSE SIDE OF THrs FORll FOR rNlTRUCfrONS.I