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HomeMy WebLinkAbout94-00133 PETITION FOR PROBATE and GRANT OF LETTERS Estate 01 \" \"0""" b. c. i'~"''1 No. ~I - t:tif - I a '0 a/so known as To: Register of Wills for the , Deceased, County of C '^""\..\.... in the Soc!a/SecllrltyNo. '1'~. C>~- '10),1 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execul . <> (' ( in the last will of the above decedent, dated l\l c" ...\.. l \, and codicil(s) dated N L 1\ named , 19~ (Slate relevant circumstances, e.g. renunciation, death or executor, elc.) Decendent was domiciled at death in <..<..- \..\"'....J h " \ last famil residence at ) \ \.\ """-,, .-. .... \,., <l. . cD (1151 street. number and muncipalily) County, Pennsylvania, with ~\f"LT s.C\('~ \>tV.....I\tlr-1) Decendent, then '13 years of age, died 'Jr,~" ""C ..~ , 19 "1"/ at \'\0\" S 9"~\ \\o'? ~\., \ . . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered or probate; was notthc victim of a killing and was never adjudicated incompetent: '" Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania . situated as follows: .., 1\",,,,-,, ~\('~,~ $ $ $ $_ ]0, 0<:><:>. "" E:' Co! t YQ ".w",\\~ h. '\ t.>1.oJ....~ "'i~ "10. (,,<'0, 'D WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) {",~,..,....\,!:'f' . (testamentary; administration C.t.3.; administration d.b.n.c.t.a.) i 5 "'- 'iiir "'c 'E.g ..- ';,'~ ...~ ~o ~ .. Vi ('\)0<"1;";, ~ q'f~ ~4~ L'iA "'7- :l. (. Ll::e f.\",,,,,,,,, tvc,-" t..... ,.. \c....J I 'PA 1").,0 O<,.l.", i\ 0 .. I L"li.\II\\.a. \10' de.) il.. '1. V/\ n."7 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } as COUNTY OF CUMBERLAND The pelitioner(s) above. named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen. lative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. 'Sworn to ~r affirm1nf1d subscribed { ,(a~ &. ~~ ~ before me thiS lq dat4)~ ~ ')'>1.[' rf i qf'1~~~/ 1 ARY LEWIS, Register ~ -o:u No. 21 - 94 - 133 Estate of \\...o'-~, 1). '" ~~\.'( DECREE OF PROBATE AND GRANT OF LETTERS , Deceased AND NOW FEBRUARY 14. 19~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED thai the instrument(s) dated l'vcv..I.\" It. 1"i~J I described therein be admitted to probate and filed of record as the last will of 'T I-o,~.. \). t:: rpl..., and Letters -1'.., \ c ......., " are hereby granted to c..\....~\,' I: 19\''( t,,,~ \)r.~\,1N. n"cc\<-t FEES Probate, Letters, Etc. .,....,., $ 115.00 Short Certificates(fu) .. . . . . . . .. $ 30.00 Rellunciation ................ $ X-pages $ b.UU JCP 5.00 TOTAL _ $ 156.00 Filed .... .m~.U.~~Y. .1.4!. .l.~~~..,.....,. ~~ ~ \'\1'\ PHONE nn c: ~ ~ :0 =l :OeD F ',) 0 , "J ." ", CO I CC c. ~ i~-.i ,.j' >~ : "/1 0.- "" Mailed letters and order to attorney on 2-14-94. 21 - 94 - 133 j, "'" .,:.' C"'lC"'l c 0" \fi :0 3 :0", co. m n (,0., ro" '71 .." CD I i Do (' ~ , , "J ,;i :1)..- (.j ~~ )>;::, Ul , ~ ~ ~ ,'{! IJ :.~... .\...... . ',...... : .~ t::. r-, -';'\ ~ u,' 0;0: : IJ'\ I7J N r.:: co I ffi lL.. !iC': .', () .oi ;", .6 "'E ~8 ';T p, t ..... ...,..... ~. 1lI..... II/l 1lIr- ~ t-4 10<..... ~ II/l E ~..., <fIl<Ol . ...:l 11."'" i:l ~ I l'l Ol Eoot m ....... i . <,Q tl1 I II/l 11Il........ ><.... =' ID fIlf.<l"',Q1tl ~~i%l.~~ 00l...r- 8N........ 81tl1llr- u<""'=~ . ~ . , . .' . , ., '. LAST WILL AND TESTAMENT I, THOMAS D. EPPLEY, of 21 Humer Street, Enola, County of Cumberland, Pennsylvania, do hereby make, publish, and declare this to be my LAST WILL AND TESTAMENT, revoking any and all prior wills and codicils, in manner following, that is to say, FIRST, that I direct that my Personal Representative shall pay all of my just debts and funeral expenses as soon as this shall be practicable. SECOND, that I give and bequeath the sum of Six Hundred Dollars ($600.00) to my grandson, NAZARETH EPPLEY. THIRD, that I direct that my real estate, vehicle or vehicles, my tools, furniture, and all of the rest, residue, and remainder of my estate shall be sold, and the proceeds shall be divided equally among my children, per stirpes; that is, if any of my children have predeceased me, then the share of said predeceased child shall be divided equally among his or her surviving children. FOURTH, that I hereby appoint my daughter DARLENE BARCLAY and my son CHESTER EPPLEY as the Co-executors of my estate. I direct that my Personal Representatives shall not be required to post bond in this or in any other jurisdiction. I further direct that the maximum commission for each to act as Executor is Five Hundred REV.I500~" 111..11 :J ,,~:j~ COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE DEPT,210601 HARRISBURG, PA 11171.<1601 I 1'I-I'1C-;;'" INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) l5 III III Cl I!! 1oI~!:! 1Ila.~ ::1:2... Va.'" a. C( I.. l:Iz 01: "', OI:Cl oz vo , a. z o 3 :> .. ii: C( III 01: z o ;: ~ :> a. ~ o v ~ -.....-.." .0. DATI' O' DIAYH Am. t 2/a 1/tI CHICK HI.I " A .POUIAL . . POVIRTY CRlDIY II CLAIMID 0 .ILI NUMIIR Thomas D. M COUNTY CODE .~ COMPlEn: ADDRUS YEAR '1 f 1&'$ NUMBER 21 Burner Street East Pennsboro Township Coo" Cumberland o 3, Remainder Relurn Ifar dol.. of dealh prior 10 12.13.S2) o 5. Federal E.lale Tax Rerurn Required Ls. Talal Number of Safe Depa.lt Box.. Ep le I A D A 81R H 314-03-7027 1/26/94 2/26/10 OJ 1. OrlBlnal Relurn o 4, L1mlled E.tale o 2. Supplem.nlal Return D .to. future Interell Compromise (far dol.. of death aker 12.12.S2) (Xl 6. Deced.nt Died Testate 0 7. Decedent Maintained a Living Trult (Attach copy of Will) (Attach copy of Tru.l) )\LL'COIRUPONDINCI AND CONFIDENTIAL TAX' INFORMATION, SHOULD. II. DIRIClIDTO,. ,;"'!)'}".,:"'3>':'U":;:lii~il!~!i$ii:#?:,~~!i'i AM OMPl E MAl IN AD Charles E. Petrie E H NE NUM R 3529 Brisban Street HarriSburg, PA 17111 1. Real Eslale (Schedule A) ( I) 2. Slocks and Band. (Schedule B) ( 2: 3. Cta..ly Held Stock/Partnership Inler..t (Schedule C) (3) 4, Mortgag.. and Nal.. Receivable (Schedule 01 ( 4) S. Cash, Bank Deposits & Mileellaneous Personal Property( 5) (Schedule E) 6. Joinlly Owned Property (Schedule F) 7. Transfer. (Schedule G)ISchedllle L) S. TOlal Gro.. A..... (Ialallln.. 1.7) 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) E.pen... (Schedule H) 1 D. Deb", Mortgage L1abllili.., Lien. (Schedule I) 11. Total Dedudlans (Ialallln.. 9 & lDj 12. Net Volue of Estale (line S mi.u.line II) 13. Charilable and Gavernmental Sequ"I' (Schedule J) 14, Nel Value Subjoct 10 Tax (line 12 minu.llne 13) 15. Amount of lin. 1.4 ta-.able at 6% rale (I.dude valu.. from Schedule K or Schedule M.) 16. Amount of line 14 taxable at 15% rate (t.dude valu.. from Schedule K or Schedule M.) 17. Principal tax due (Add lax from line 15 and from line 16.1 18. Credits Spousal Poverty Credit Prior Payments + 36,442.94 42,040.06 ( 6) (7) (10) (15) (16) Di5Counl + 190.97 Interest 19. If li.e IS i. greater tho. line 17, enter Ihe differ.nco an li.e 19. Thi. i'lhe OVERPAYMENT. aD..:r.P.I..,..._._......I...u_....III~'.,I,.II..loIrnm~_.j".I.I_.......~.....I..... 20. If line 11 h greater thon line 18, enter the difference on line 20. This is the TAX DUE. A. Enter theint.rest on the balance due on line 20A. 8. Enler Ihe lotal 01 tine 20 and 2DA an line 208. This I. Ihe BALANCE DUE. Make Clt..k Payable to. Regl.ler 01 Will., Agent V~""L,.' ....SUUTO ANSWII AUQUISl10HS ON UVIItSI S1D1 AND TO IIOlICK MATH..... Under penalties of P:Wivry, t dedore that t hove Illumined this return, induding occompanyi"lt sdw.dul.s Gnd Itot.""nl., and to the b.st of my howled;e and belief, it" true, corred and COftIplete.1 declare that 011 reol estate has been reportM of true morl:.t value. Declaration of preparer other than the perlOnal repr.senfative i. ~ba.~ "";0:11 ~inlo""a~H""i101 ~i~ P~~~7~ ha. :n~ knowled:;ORflS OAT! j . ,~icM 26 Wayne Avenue, New Cumberland 4/25/94 .. M . N A. \1-. -ArU5 . DAff . a~ { I 3529 Brisban Street, Harrisburg, PA 4/25/94 (1S) (19) 190.97 (20) (20A) . (20B) 3,628.33 .tY.150' EX+. 1"'''1 .. COMMONWEAlTH OF PENNSYLVANIA INHERITANce TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE j ESTATE OF FILE NUMBER _ Thomas D. E_lllLley (Prop'rly lolnlly-own.d with RighI 01 Survlvonhlp mu.1 b. dlRelolld on Sch.dul. F) All r.ol,,'ol. .hould b. reporl.d 0' lair mork., valu. whIch I. d.nn.d a. Ih. price 01 whIch prop.rly would b. ..chong.d b,'wo.n 0 willing buy.. and 0 willing ..II... n.lth.. b.lng camp.lI.d to buy or ull, both having rODlonabl. knowledgl of the relevant fact.. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Real estate known and numbered as 21 Humer Street East Pennsboro Township Cumberland County, Pennsylvania $36,442.94 See attached settlement sheet -------.-.--------- -..-----.-. ..---.--.. .. - "'-'... -- ----- -.-----------.--1--- .." _____TOTAL (Ailo .nt.~_~n Iin~._~~R_~~f~~~!~~i~~L______.~~ (I( morelpoce j, neodecl, in'lff additional ,hH" o( lome Ii,..) -.-.- '. U,S. D€PARTMENT OF HOUSING and UIlBAN DEVELOPMENT OMBNo, 2602.02Gli SETTLEMENT STATEMENT (C~ ((n If;~)'L?~:~'~ ASSURED LAND TRANSFERS, INC. . O. TYPE OF LOAN Third & Markel Slreets P.O. Box 109 1.I1FllA :!,IIFMHA 3.IICONV,UNINS, Lomoyno, Pennsylvania 17043-0109 4,[ IVA fj,lltaNY.INs, 6. FILE NUMBER' I 7, LOANNUMOER: (717) 761-4720 109629 8. MORT, INS, CASE NO.: Filo #4155-2 C. NOTE: Thlllorm lllulnllhfld 10 give you I "Itemenl 01 IctuII IOUlemenl COltl, AmOWll1 plld 10 and by the leUlementlg.nl.r. ahown,lleml marked '(P.o,c,)' w.r. p.Jd outlJdelhe ciolino: Ihey .r.lhown hire lor Informatlon.1 PUfPOI" and ar. notlncludld In th.lolall, 0, NAMe ANDAQORESS OF BORROWER: E, NAME AND AOORESS OF SELLER F, NAMe AND ADDRESS OF lENDER: Earl L. Crum Estate or Thomas CASK 661 Front Street D. Eppley, Deceased West Fairview, PA 17025 G, PROPERTY LOCATION' H, SEnL[MENT AGENT: I, semEMENT DATE: Plan or Lots West Enolo 21 Kumer Street Assured Land Transfers Inc, 04/19/94 East pennsboro Township PLACE OF SETTLEMENT: CUMBERLAND County 301 Market Street Lemoyne PA 17043 .., .UU.....Ry 0' BORROWER'S TRANSACTION: K.IUMMARY OF SELLER" TR...NSACTION: 100, ORal. AMOUNT DUE fROM BORROWER 4QO,OROI' A"OUNT DUE TO SELLER 101. Contract "r.. price 39900. 401,ContraclsatelPllce .., .00 tOl. P,rlOn.t properly 401'Pefsonst plopofly 101. S.IlI.menl enargol 10 bortower (hno 14(0) J66. .., '" ... ,oo ... AdjuSlments lor iloml paid by seller in Idvance Adjustments lor Items paid by seller In advance 100CilrfTownlll " 4QaCilrfTownII. " . lor, County I.. 10 J.~I.JJ.I~' ..U 4or,Counlrl.. " . IGl,A.....mant. " 40IA..oumonl. " 101. Schoot U4/1~/~4lo ,.up' 6'. 4051 Schoot '94" .22 110. Sewer ... ~Ufq ..na Ol"U .'.U, 410, :sewer ~l ~ q ..na bfJU ~ 111, '.I:rABn ~JtI.2~/q en 30.17 411. ras 'l', q ena II' .., . 110 GROll AMOUNT DUE FROM BORROWER 40871.74 no,GROSS AMOUNT DUE TO SELLER 40105.74 PDD .MOUNTI PAID 8'l' Oft IN BEHALF OF BORROWER !.oo_RtDUC110NIIN AMOUNT OUE TO SELLER IllI. D'POlil or 'arn851 mon.y 1000.01 toOl.Excelldeposil(lifIlinllruclionll IOl,PrlnclpllllT'lOUf'ltoln,wloen(11 t.ll1,Selllamenl chargello seller{linl 1400) . JOi, Exlltlng 1010(1) liken II.Ibj.CIlO t.llS ElllSling 10an'l) leken ..ubj.CIIO .... t.ll4.P'yoll ot FirS! Mortgag. Loan ... IoOsPayoll 01 Second MOl1gag.lo.n .. "" ,or .., '" ,.. '" ... AdjUslmflllll lor Ilemsunpald by s,t1er Adjustmonts lor l1eml unp.1d bv seller 'IO,C.ty,'lowntu " LlD,Cltrl1'own". " Ilt.CounlY'" " !.tt.ColJlltyl" " '''''''''11IIOI\1. " LI'_A..~u.mont. " '" " .., " ,.. ... '" '" ,.. ... ,,, LU, ", ... 'ot .., 1" TOTAL 'AID IV/fOil: 1iI01llA0WU 1000.00 L711TOTAL REOUCTION .MOUNT DUIIELLU 3662.80 100 CAI" U IEITLUUNr "'OM OR TO IOIlROWU toOo C,\1H.T IElTU."EHT TO OR FIIO.. lULU .g aol GIOII amount du.1rom bollOwer (IN 1201 .,01 Gton anlOlJOl duu 10 Sflller (Ine .10) JOIL... amounc plla tlVllor 00110.., (1m 220) lUUU.UU c.orL.u f.duc11OO amount diJ. 111181 (1101 S201 '" CAlHUXI FROIII U I TO' BORROWER 39871. 74 fiOSCASH tOO TO) U J FROM) SELLER 36442.94 ."....IclrfoMr..Slll\lll". tio,*'.Gigf\lll",. HlJD., Aw. i/IIlI IUV.I.1l.1i+17.It, ITEM NUMBER ~,~',(j /fl. ~'l\ '" COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDfNT SCHEDULEH FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print or T p. DESCRIPTION A, Fun.ral Exp.n..., 1. Ho~~man-Roth Funeral Home B. Admlnl.tratlv. Call.: 1. Personal Repre.enlative Commission. 2 e '7 _ 3:4. _ 6744 Social Socurity Number of Per.anal Repre,entative: r (; 1 "14- 0 "l4A Vear Commission. paid 1994 2. Attorney Fee. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 3. Family Exemption Claimant None Relalion.hip Address of Claimant 01 decedent'. death Street Address City State Zip Code Probate Fee. MI.e.llan.au. Exp.n...: DiCk Gibney - Real Estate Appraisal Cleaning and Janitorial Supplies Snow removed for house sale Hauling o~ trash Water analysis Auto inspection for sale TOTAL (AI.a enler on line 9, Recapitulation) (If mon .....e. I. n.ed.d, In..rt additional .heat. of lam. Ilz..1 AMOUNT 4,258.20 2,000.00 2,000.00 4,000.00 268.03 225.00 80.00 43.00 475.00 16.75 139.83 s Rt\t,'~UU+tU'1 ~ '. . ~'~'9_ '!l_ COMMONWf,l,ltH Of 'fNN~nV"'Nt.. INHlllfANCI fAX "'UIN , IUIDINtOICIDtNt ESTATE OF ITEM NUMBER I. 2. 4. ITEM NUMBER I. SCHEDULE J BENEFICIARIES FILE NUMBER Thomas D. Eppley NAME AND ADDRESS OF BENEFICtARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequelts: Nazareth Eppley 1901 switzer Road Lot # 56 Gulfport, MS 39507 Frank Eppley P.O. Box 271 Cyclone, PA 16726 Grandson $600.00 son 1/7 of residue 3. patricia Kellison 1985 pine Hill Road Wellsville, PA 17365 daughter 1/7 of residue William Eppley 405 First Street Summerdale, PA 17093 son 1/7 of residue NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo onlor on lino 13, Rocopilu!o'ionl S (If more .pace " n..d.d, In..rt odditlonal.heetl of come slle) ''','''0<' /(;If 3. 6 ~>!, f"" / - I vi I REV-1547 EX AFP (10.93)* COtIIDHWEaLTH OF PEtlfSYLVAHIa . llEPARTltEHT OF REVENUE IIUREAU OF INDIVIDUaL TAXES DEPT. 211611 HARRISIlIra, PA 17128-0611 /90 ACN 101 (f) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR OISALLOWANCE OF DEOUCTIONS, AND ASSESSMENT OF TAX DATE 08-29-94 o FILE NO. DATE OF DEATH 01-26-94 COUNTY CUMBERLArlD NOTE I TO INSURE PROPER CREDIT .TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FDRN WITH YOUR TAX PAYNENT TO THE REGISTER OF WILLS. NAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: CHARLES E PETRIE 3529 BRISBAN ST HSG PA 17111 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 . L AIlount Roomod ~. CUT ALONG TMIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS .. iiE'Y:is47-EX-AFP"-fi'ij":93jniiilfIcEnoF"YNHEiiITAifcE"YAX-APPRAIsEMEiiT~nAi.rDiiANcE-iiri-'"-----"-------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF EPPLEY THOMAS D FILE NO. 21 94-0133 ACN 1D1 DATE 08-29-94 If .n ........nt wa. i..u.d pr.viou.ly, lin.. 14, 15 .nd/or 16 .nd 17 will refl.ct figur.. th.t includ. the total of ALL r.turn. a......d to dat.. ASSESSMENT OF TAX: - 15. "-nt of Line 14 t""..lo ot 6X roto 115 I 16. "-nt.f Line 14 t.x..l. ot 15% r.t. 1161 17. Prlnclp.l Tox Duo TAX CREDITS: PAYIlENT DATE 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. Rool Eot.t. ISchedul. Al III 2. Stock. _ Bond. 15eh.dulo BI 121 S. Cl...ly Held Stock/P.rtnerohlp Int.r.ot ISchedule CI 151 4. Nortgogo./Noto. Roc.lvobl. ISchedul. 01 141 5. CoIhIBonk D....lt./Nl... Por.onel Property ISchedulo EI 151 6. Jointly Ownod Property I Schedul. F I 161 7. Tron.for. ISchedul. GI 17l a. T.tol A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel EXpenlec/Ad81niatr.tlve Co.tal N1o..11_. E""on.o. ISchedul. HI 191 10. Dobt./Nortgage Lllbl11tlo./Llon. ISchedule II 1101 11. Tot.l _tlon. 12. Net Volue of Tox R.turn 15. Ch.rltlblo/Govornoont.l Iequo.ta IsChedul. JI 14. Het Value .f E.t.t. SubJaot t. Tox NOTE: RECEIPT NUNlER DISCOUNT 1+1 INTEREST I-I 04-26-94 886000 190.96 PAYMENT MUST BE MADE BY 10-26-94K. I I CHAHGED ~.) l .' 36,442.94 .00 .00 \, .00 42.040.06 .00 .00 ".1 III 78,483.00 13,505.81 1,322.20 1111 1121 1151 n41 14,828.01 63,654.99 .00 63,654.99 63,654.99 X.06 . .00 X.15 . n71 3,819.30 .00 3,819.30 AIlOUNT PAID 3,628.33 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE R(VUSE FOR CAlCULATION OF ADDITIOIIAl. INTEREST. 3,819.29 .01 .00 .01 ( IF TOTAL DUE IS LESS TIWl fl, NO PAYIlENT IS REWIRED. IF TOTAL DUE IS REflECTED AS A "CIIEDIT" ICII, YOU IlAY IE OUE A RElUID. SEE REYERSt SIDE OF THIS FDIII FOR IHSTRllCTI_.1