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HomeMy WebLinkAbout94-00139 PETITION FOR PROBATE and GRANT OF LETTERS aJ-9J./- /39 Estate 01 FLORENCE V. BLOSER also known as No. To: Register of W~ijJ~e~iand . ....... Deceased. County of an the Social Security No. ;! U 4 - U 1. - 7.> 16 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older al~he execut , r, ix in the last will of the above decedent, dated an uary ~ and codicil(s) dated ~,med ,19_ (51ate relevant cirCllm~tanccs, e.g. renunciallon, death of executor, etc.} Decendent was domiciled at death in Cumberland County. Pennsylvania, with h er last family or principal residence at 2102 Ridqe Road Dorough of Camp Hill (list street, number and muncipality) Decendent then 87 years olage.died January 23 ,19 94 at ' 2.L0~ rtiage I{oaa, C-amp IU.L.L, l!A . 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 for probate; was not the 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 leal estate in Pennsylvania situated as follows: 2162 R.i.d\Jt: Ruad, CQUiP H.i.ll, PA $ $ $ $ 260,000 9U,UUU WHEREFORE, petitioner(s) respectfully reQuest!s) the probate of the last will and codicil(s) presented herewith and the grant of lellers testamentary (testamentary; administration c.t.a.j administration d.b.n.c.l.a.) theron." i 5 ...~ n "O.g ~'il <:>0. 'll'~ ~o a Vi ;f~J ./;t~ 2102 Ridg" Roan Camp Hill. PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEAL1(!Ml&~SYLV ANIA } ss COUNTY OF The petitioner(s) above-named swear(s) or affirm(s) thai the statements ill the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen. tative(s) of the above deceden', petitioner(s) will well and truly administer the estate aecording to law_ . ':fL;' ). L:;"" ,/ f affirmed !!> ..' ~ i: ~ .... M 14 - ,qo - r C. LEWIS , :'t ! -l No. 21 - 911 - 139 Estate of FLORENCE V. BLOSER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS February 15, 94 AND NOW 19_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrumenl(s) dated January 27, 1977 described therein be admitted to probate and filed of record as the last will of Florence V. Bloser Testamentary LOIS J. SIPE and Lellers are hereby granted to Will Book # Page ~~. (d'?,,"~J~Om.(k~. Register or Wills . MARY C. LEWIS FEES P b L E $ 305.00 ro ate, etters, Ie.......... Short Certificates( 4) .. .. .. . ... $ ~e~uncialion ................ $ JCpage $ TOTAL _ $ Filed .... J~?~.~~~Y..1. ~ l..l.~?~. ..... .. . John E. Slike l' 00 ATTORNEY (Sup. Ct. 1.0. No.) b.UU 32g:S8 Box 737. Camp Hill. PA 17001-0737 ADDRESS 737-3405 PHONE ~~ -- ;.:: ,= 0.: C} .~ - ~ ~:: 0, I co UJ w.. , ., <J Pi -E (l.'\CC c: 2:J ()() Mailed letters and order to attorney on ?-15-94. 17..... Pa. MAMAlIW\lI. """*' ......1Mn.W*-I, -- Widowed 11..0............. .no. .. - .... -' :;:...":';:,1.............. eccuNd. ......., _1IIlI plIcII....., " ::"'~':=1lI' Canp Hill UOTHE"'1i IWIIf If... MocdI. t.ladIn......... Fannie I. Weimert IHF(',IfUM,Nn......... ....r.Cor:llN 2102 Rid RoIld Calm> Hill Pa. 17011 ....".gI""'*'-c.-r .~ ." ......11'-....0 ......,. .-- Oftl'UlON~AlIUCtt NaJAOClN'IIOf'MQUTl' era-Hamer FUneral Hane """"..... .... ...'" ...0 I::::" l-_llIIlIl I ...." " . . MlO ....AClONSfOUENa:Of) DUltolOlll......OOt<<~NClOf't, """'''OfClU'" o __ 0 c-..lIIC............. 0 ~Of.......-Y........."""._.*-Y,... Y. ~-~ .... .. ft. ... ~=~~~ClulllIl.........InOI..~....PORlrolmell........~....I:lI ...................................Ilt.........tllllll_......... ..,..............,.."......................,......, -. l3"'" o o M'tOf'lN.IIJ'(Y ~,c,y,~ ,... ...... -....n'1IM)N(, CllIQIN MOw INAR'J ccc:uMED - - ... 0..0 ..0 ...... r AHDCUhn"...~........Wfl~OIMlllW\lll~.....lIl_~ ............................................................. ....-..tlMIl_ ......".........,..,.""...., "IIIDICM.............t~ 011.........,................................., .~........,......",..... U\e......,....,....,..., ...........MuMtlll.. -...............,...,.........,." ....",."", ... ,.. ., ,."......,..".,........ ........ .."...... '''.' . Noa" 1rHCI,... o II. .. t - \9.,/ ,8.,t / I .. nn c:- ~m fv. - S ~f_t . :n:" ; >::.. . '- ~~ ~ r.l = In ~ ~ .~ ~ ~ ~ t~ ~j'-t ~ ~ . Q > ~ tj ~ .ftJ ~i ~ ':~rt\ f6 ~ \Cl A .." m CO I \0 ~~ :oia' mC"l C:J 0 ".-., ~i!. o. (I' (j) ~ ~'" ' ::,:: C'O) ~:~ C}' ::;.:() "'0 , - ~ ~ Iil' ~ ~ III ~ ~ e~ h ~ ~ ~ U' ~ ~ dl "~ra ! r ...m)lNIY" "T L"'" ""1tAUft'1ftDT . c....1Iu., ......."..... I "II . , . tributed to the grandchild/ and if there is no such mortgage/ then all of the share shall be distributed directly to the grandchild. IV - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate/ and my personal representative or representatives shall have the absolute power in his or her discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. v - I appoint my daughter/ Lois J. Sipe/ Executrix of this/ my Last Will and Testament. Should she fail to qualify or cease to act as such/ then I appoint my grandchildren, Robert W. Sipe and Virginia M. Gardner, Coexecutors of this, my Last Will and Testament. None cf my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF/ I have hereunto set my hand and seal on this, the J."11N .:JIIIIlJiJA r day of , 1977 /J" ~ v7,?. ....;JA OU.~ ~-<. );. /~. Florence V. Bloser (SEAL) Signed, sealed, published and declared by FLORENCE V. BLOSER, Tes- tatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other/ have hereunto subs~ribed our names as attesting witnesses. ~ttM ~~ L~ Name ~~.'f. Addrl!ss \ r'L'\A' f' ..jf.A~ \ Name i \ ( ) \../ (~ L<' f Il~Li.1 cI+- ~ Address I Paqe 2 """"""~~~.o.i~'~f'O~i"1t::f:~~~:-:,>~,~:-,;,,,,-''''''1,,;:,.' ~.' ,"J' '; '" ,', ""'.'~" ,,_, !'~" ,''',' ,r',' .,',"....,... ,".",,.,,.t~""~'I'>"'\"'~,<<II''''', SAID IS, GUIDO & MASLAND , A lTORNEYS AT LAW 2109 MARKET STREET p, 0, BOX 737 CAMP HILL, PENNSYLVANIA 17001-ll737 :)../- 9q- /2>r .-..-',- '-,,- " ~' ::::=:~ L~ ~~ ~- -.-.-'- ---- -. .-"..- ~ -.-....,.,-~ --- : 57 lSSflLl~I'-~9<l, ---_ HBG,~ "=0:( ~J 0..: I ,) E ) Ln ('oJ rr " REGISTER OF WILLS' OFFICE CUMBERLAND COUNTY COURTHOUSE CARLISLE PA 17013 ., .~; '() (, () 't'';'; () (,) mer; 0: ! 'j Ge) 1II,lIlu,III"'IIIIIIIII,IIII,1 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } III .ccordlng 10 I.w, dopolOl .nd 10Y' Ihols he ," P.,~,,"~,,] >< of Iho Elt.lo of Florence V. Bloser Camp Hill Borough lot. of --'-----..-----.---...-,. , Cumberl.nd County, Po., d.c....d .nd th.t Ih. wilhin I. .n inv.nlory mod. by her " Ih. laid Executrix of Ih. enlire OItol. of loid d.cedenl, con lilting of oil tho p.r1onol properly .nd roel 011010, mopt re.1 .1101. ouhld. Ih. Commonw.olth of P.nnlylvonlo, ond thot tho IIgur., oppOllt. each II.m of Ih. Inv.nlory ropr...nt It'l foir v.lue 01 of tho dot. of d.cod.nl', deoth. . ,J _ SJPF. sworn Sworn to ond ,ub,crib.d b.fore m., ~ May :tL _ 19 '.' ~ 'I q;; ~~~ -~ NOTARIAL SEAL THELMA S. McCAUSLIN, NOlary Public Camp Hill, Cumberland Counly My Commission fypires July 3,1996 Dole of Deolh 94 ,)f'tU'J ;J, 4 Ex,cutor' . A mlnhhllor c/o 2109 Market Street Camp Hill, PA 17011 Add,... January 1994 Ooy Month Vu, INSTRUCTIONS I. An inv.ntory mUlt b. filod wilhin thr.. monlh, .fter .ppolnlm.nl of perlonol repr...nlolivo. 2. A ,upplemont Inv.ntory mull b. fIIod within thlrly d.y' of dl,cov.ry of .ddltlonol...oh. 3. Addltlonol ,hooh moy be .ttoched 0' to pOrlonolty or roolly 4. 500 Article IV, Fiduciorle, Act of 1949. , II:: 0 Ul 1'.1 :t: I'.l Ul t:l ?: S ::> .,; . w 0 .. I'.l 111 II:: M "" S .. l<: ~ w 0 GO H a. . ll:I u .. H 0 :il > GO .. e w "" H C ~Ul .. :r a. u. I'.l H .; ... E Z ... ..... . 0 u. ..... ;:s 0 U H a. I'.l ~ W 0 0( Z :t: i- > z "" [ll Z p. c Z 0 c 0 ~ ~ :Il - VI Z H t3 0 0 "" .. ~, Z w 0( I'.. U a. ." c ... ..! 0 ~ GO .D ." ... GO E . 0 . .. () it 0 ..... CD COM~F~~~W;\1r'lJl.w..'Wb~ANIA HARRIS R 5 ~t. \f~\~ \ 20.00" /1/- y...l9tJ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS POR DATE80~ DEATH AFTER-12/S1Itl CH,ECK'HEAE' IFABPOUSAI.. - ,,' - " -, 0 ".'.' .,. .,' , pOVERTVCREDITI8CLAIMED .. FILE NUMBER " REV-l':SOOElC +(11-81) 21-94-0139 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BLaSER, FLORENCE V. COUNTVCODE DECEDENT'S COMPLETE ADDRESS 2102 Ridge Road Camp Hill, PA 17011 SOC'''~L SECURITV NUMBER 204:01.7376 " X 1. . Original R81Urn ~ r 0 4. Umltod Ealato 0 41. Futuro Intoro81 Compromso ~ g (lor datos of doath anor 12-12-82) ,K ! ~ l]] O. Docodont Dlod Tostato 07. DscoDom Malmolnad 0 Uvlng Trust l (Mach copy of Will) (Mach a copy 01 Trust) C P AlL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: R 2 NAME COMPLETE MAILING ADDRESS R 0 John E. Slike Es uire Saidis, Guido & Mas1and E E S N neEPHONENUMBER 2109 Market Str(!lllf) . T 717 737-3405 Cam Hill PA l'fuh 1. Roal Estate (Schedulo A) (1) 120 , 500.00 2. Slacks and Bonds (Schodule B) (2) None 3. Closely Held SlockJPartno",hlp Intore.1 (Schedulo C) (3) None 4. Mortgagos and Notos Rocolvable (Schedule D) (4) None 5. Casn. Bank Dopa sit. & MlscoIlaneou. PenlOnal Proporty (5) 265 , 679 . 73 (Schodulo E) O. Jolnlly Ownod Proporty (Schodulo F) 7. Translo", (Schadulo G) (Schadula L) 8. Total Groas AaaoIS (total It""" 1-7) 8. Funoral Expon.... AdmlnlstraUvo Costs. Mlscollaneou. ExponSftS (Schodulo H) 10. DobIS, Mortgage Uabllltlos, Won. (Schedule I) 11. Total Deductions (total IInos 8 & 10) 12. Not Valuo 01 Eatoto Olno 8 mlnusllno 11) 13. Charltoblo and Govommontal Boqu_ (Schodulo J) 14; Nel Value Sub I to T.. Itno 12 mlnusllno 13) 15. Amount 01 line H t..abID at 6% rale (Includo valuos from Schedulo K or Schodule M.) 18. Amount of IIno 14 I..oble at 15% rate (Include valuos from Schodule K or Schodule M.) 17. Pnnclpal l8X due (Add 'a. from llno 15 and from IIno 16.) 18. Crodlts/Sp Poverty Prior Payments Dlscounl .17,000.00 . 894.74 .18. Ill1no 181a groalor than llno 17. entor the dlfforonco on llno 18. Thl. Is tho OVERPAVMENT. ~ 0 IChecll here "you a.. requeattng a reIIInd of your ov_onll 20. II llno 171a groator than llno 18, enter tho dlfforonoo on Ilno 20. This Is tho TAX OUE. A. Enter tho Interest on tho balanoo duo on line 2OA. B. Enter tho lotal of line 20 and 20A on line 209. This I. tha BAlANCE DUE. Mike Check Plyabfelo: Reglater of Willa. Agenl . . Ill! SURE TO ANSWER AU. QUESTIONS ON PAGE 2 AND TO RECHECK MATI1 .. .. Und,rplnaltl" of p.rJury, I C1.clar. th" j h.'W'. .umln.d thit tttum,inc:ludlnllllcc:ompanyinlllr:h.dul.. and .t.t.ment',and to th, bll' 01 my knowl.dg.,nd b.III'," il tru.. con.~ anll campl.t... d'Clllr, th,t.1I r.II..t&t. ha. b..n r.pontd It truI morhl vllue. Declaration of prepI,.r oth.r thIn th, p.flonalr.pr...ntatl\... ia baald on alt Information of which pr.paref h'l Iny knowl'dg.. g , Cumberland VEAR NUMBER 05. 3. Remainder Roturn (lor datos 01 dooth prior to 12-13-82) Fodoral Estato T.. Roturn Requlrod TOlol Number of soro Deposit Bo.os ...L 8. R E C A P I T U L A T I o N (0) (7) 3 ,832.73' '.,. None' (8) (8) 31,869.23 (10) 1,219.52 (15) 356,923.71 (11) (12) (13) (14) )(.06 = T A X C o M P U T A T I o N (16) 0.00 X .15. (17) Interosl (18) (18) (20) (2OA) (2OB) SIGNATURE O~ PERSON RESPONSIBLE FOR FILINQ AET\lRH ADDIU.SS . ?X~~: K(~g~:: ~?~:4:::::::::::::::::::::::::::::::::: Carn Hill PA 17011 f1 ADDRESS Saidis Guido & Mas1and ........~.-..-_......._-............................. 2109 Market Street Cam - - iii ii -, - - PA- -. my i - - - - - - - - -. - - -... - - - - - - - - - -.. '1" fo,,,, .ou..,.. Oftly .nt., ....ce Software, ~nt. " \~.2 I.:' " ..'\:., 390,012.46 33 , 088.75 356.923.71 None 356,923.71 21,415.42 0.00 21,415.42 17,894.74 0.00 3,520.69 0.00 3,520.69 DATE q,,/'N DATE 5~A1 f0f1ll1500 (A.v. ".I'J REV. ;'OIEX + (~'''I COM~'<<\lr~%WeW~fN'ANIA ESTATE OF FLORENCE V. BLOSER SS# 204.01.7376 SCHEDULE F JOINTLY-OWNED PROPERTY 01/23/94 FILE NUMBER 21-94-0139 Joint tonln1(I): A. NAME Loin J. Sipe ADDRESS 2102 Ridge Road Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Daughtar B. C. JoIntly-owned property: LElTER DATE ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAl VALUE DECO'S DOLl.AR VALUE OF NUMBER JOINT OF ASSET % INT. DECEDENT INTEREST TENANT JOINT 1 A 10/29/85 Harris Savings C.D. 7,665.46 50.00% 3,832.73 #04-16-074965 . I. TOTAl (Alto enter on llna &, R...nll"ll1Ion) k 3 832.73 (ff moll lIleoalS needed, Insorllddl1lonala_ of 1Imll1ll%8,) eo,friltlt fct 1N' ........"..,. .fttr c.m... ""M loft..,., tn~ Forlft 1500 Icht'u. F (fIIft', il-") REV-1St1 EX+ li..all) COMr,.~11~%g~ANIA ESTATE OF SCHEDULE H FUNERAL EXPENSES, . ADMINISmATlVE .COSTS AND MISCELLANEOUS EXPENSES FLORENCE V. BLOSER ITEM NUMBER A. Funeral Elcpen...: SS# 204.01-7376 01 23 94 DESCRIPTION 1 2 Myers-Harner Funeral Home Lois Sipe - reimbursement of funeral expenses B. AdmlnlltraUve Costs: 1. Pel8Onol RepresontlUve Cormdsslonl Sodol Secur1ty Number of Pel8Onol RepreoentaUve: 183.12.2832 VaOT Commissions paid 122i.. 2. Attorney Fees 3- Family ExlllT!>Uon C101mant Lois J. Sipe RalaUonshlp Daughter Addraos 01 Claimant at dacedenrl death Slnlat Address 2102 Ridge Road CI1y Camp Hill State ~ Zip Code 17011 4. Proli>ate F... , C. Mlloelllnooul Expensel: 1 2 3 4 5 Cumberland Law Journal. legal ads The Patriot-News Co. . legal ads Lester G. Connor. property appraisal Register of Wills filing fees Register of Wills . estimated account fees and future debts TOTAL AIoo..".. on Uno 8, R IIullllon (II more OPIC8" needad.lnIerllddlllolllll'- OlumeD.) . OIp"",hllcl'H' '01'...oft..,. on" C~t., fIrIece Soft..,..lrte. ' Please Print or T e FILE NUMBER 21.94.0139 AMOUNT 4,471.00 652.00 11,847.00 11 , 847.00 2,000.00 328.00 40.00 59.23. 250.00 25.00 350.00 . 31 869.23 Fonft tSOD Iche"" " '''ev. '''I) I' - -0 -, .. -q -en Ol . . ,; o "-" < :r. .. fl ,,') - ;1 .. .. . .. '.. I" .. ", .. .. .. II .. ,ill ',~', . :{, ~. s;; , 9 , 8 ~!~i~ im~ ~~ ~ -" E!l . ~ ~ CIl .... OJ.... ..0 ' "" QJ o,...j u'fi ~ ~ tTJ ~='''" o 0 l:l tJ <1l . :- .. ....... .......'" ....g.. ~d ....tJ~ '0'8 .. .. <1l OJ OJ........ "',~ VJ .. OJ.... ........... oo~.. ~tJ~ ... <( ~ CII. ~ IJ In a: it II II II .. II s:2 gI " lit r1 .. r2 I,.J i I ,.. , , t:1 I r L- ~" Q ;.?J ....};- I ~ .~;; ;.j :lJ (llrY' 0;"'. ..J - <C :E t/) UJ 5 o l- t/) a: - u. "i ~""I ~. ( .~I ~~ \ :' "'-.t >- '"}: 6)\ .(.; ~~ S 00 "I ',I ~ ~ '..... '--::...- oeo.u. ..,t, ""1 ,,~ 'HAW.li'IIOH INn A1.lIlMJ,," KR' IWI 1\11J.1nt1N1 NO&.IIWOfrlj in. AH\'4"OO iii.\'.. NOS"VS . '. ',' '.' '( .~ 'v, : "\r " ltt'~ " il.~ ':r~ . ',-: '......',. '1",.'11 ....., " - ,-\ ", " ...~.j... t\..;r-tr ~.~' '~~, '~~," I ~~: .....: ~' ."'!'i'It,' ,.,tn, I.," 1/ ".tA. 'l""~' . "'I'~ .' "'A., ....._L . ~ . h~'::; ,.,' \., .' " .... " , 'I " 'j , ) >,: . ..~,;~', j. . :,.. " I'. :,1-,' ""':" :.~-:.. "f..ij:;)' . "" ..' ~ .,' ...;;I\,lt. . if :". .J ;'," ' ',..' ,:':' '.,'" ~.c:. t .~: ., ht ,,~, '''''I.' .~ '. .- , ,',1'1 , '.'. ,. .," \\ . * ~. itj., ... I \ .- j " JOliN B, SLIKB ROIIBllT C. SAlIlIS EDWARD B. GUIDO . AI.IlIiRT II, MASLANll GIiOFFRIiY S. SIIUFF JOIINNA J. IlBlLY TIMOTIIY M. ANSTINIi WILI.IAM C. VOIIS SAlOIS, GUIDO & MASLAND A PROFESSIONAL CORPORA TJON ATIORNEYS AT LAW 2109 MARKET STRIiET P.O. BOX 737 CAMP HILL, PA 17001.0737 (711) 737.34OS FAX (717) 737-3407 ARNOLD & SLlKE (19is -1991) CARLISLE OFFICii: 26 W. High St. Carlisle, PA 17013 (717) 243.6222 FAX (717) 243.6486 . May 3[ 1994 REPLY TO CAMP HILL Register of Wills' Office Cumberland County Courthouse Carlisle[ PA 17013 Re: Estate of Florence V. Bloser Ladies: Enclosed for filing are the following documents: Inheritance tax return in duplicate County inventory Check for $25 to cover the filing fee Check in the amount of $3,520.69 in payment of the inheritance tax If you have any questions[ don't hesitate to contact me. Very truly yours[ SAIDIS, GUIDO, SHUFF & HASLAHD JES/McC Enclosures: as stated ~ f),IJ.J (1" E. s~ ("')(") S ;:" >~;! _4?j 6'1/ P_;__;)_v )90 REV-l,547 EX AFP 110-93* COHMONWEAL TH OF PENNSYLVANIA DEPt.RTHENT OF REVENUE BUIt~'. iJ OF INDIVIDUAL TAXES DEPT. 280601 HlRAISaURC, PA 17128-0601 \C) ACN 101 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, ANO ASSESSHENT OF TAX DATE 09-06-94 ESTATE OF FILE NO. DATE OF DEATH 01-23-94 COUNTY CUMBERLAND 'NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, suaMIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAKE CHECX PAYAaLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: JOHN E SLIKE ESQ SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMount Relli tt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'Y:i547Ti-"FP-nil-:93Y"iiiificE--oF-YriHEifiiANcn'-lix-jipPRjiiSEMEN'i'-,--"LrOWANCf-iiJi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BLOSER FLORENCE V FILE NO. 21 94-0139 ACN 101 DATE 09-06-94 If an assessment was issued previously. lines 14. 15 and,or 16 and 17 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Aoount of L1no 14 t.xabl. .t 6% r.t. 16. Aoount of L1n. 14 t.xabl. .t 15% r.t. 17. Principal Tax Due TAX CREDITS: PAYMENT DATE TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: .ORIGINAL RETURN 1. R..l est.t. CSch~dul. A) (1) 2. Stock. and Bonds (Schedule B) (2) 3. Clos.l~ Held stock/Partnership Inter.st ($chadule C) (3) 4. "artaag../Not.. Receivable (Schedule D) (4) 5. C.sh/Bank Deposits'Hisc. Personel Property (Schedule E) (5) 6. Jolntl~ Owned Propert~ (Schedule f) (6) 7. Transfer. (Schedule G) (7) 8. Total A..ets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funeral FxPen.es/Ad.lnlstratlve Co.t.1 Miscellaneous Expenses (Schedule H) (9) 10. Dobts/Morto.oo L1ab111t1.s/Llona (Schadul. II (101 11. Tobl DoducUona 12. N.t Value of Tax Return 15. Charitable/GovernMent.l Bequests (Schedul. J) 14. N.t V.luo of Eat.to SubJoct to T.. NOTE: USI U61 RECEIPT NUMBER DISCOUNT HI INTEREST I-I 04-22-94 05-03-94 885990 886034 894.74 .00 ( I CHANGED 120.500.00 .00 .00 .00 265.679.73 3.832.73 .00 181 390,012.46 31,869.23 1,219.52 UlI U21 U51 1141 33,088.75 356,923.71 .00 356 , 92:r:7T 356,923.71 X.06' .00 X.1S' U7I 21,415.42 .00 21,415.42 A/IllUNT PAID 17,000.00 3,520.69 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 21,415.43 .01CR .00 .01CR I IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REeulRED. IF TOTAL DUE IS REFLECTED AS A "'CREDIT"' tCRl, YOU IlAV If IlUI A REfUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.. 00 t: .-- :-.l ", -cJ I C>, ',' RESERVATION I E,t,t.. of dlcld'nt, dYing on or before Dice.,. 12, 1982 -- If any future Int.,...t In the "ht, 11 tran,ferrld In po.....Jon or .nJDY.~t to CIII' a (collatlrll) bln.flellrJ.. of the dlcldlnt I,te,. the IxpIratlon of any ..teta for Ilf. or for y..r., the CO"onMIIlth hlrsby Ixprl.lly 're..rv.. the rlaht to appr.l,. and a..... trani's" Ioh.rltancl Tax.. at the IMffuJ Clan a {coUet.,.aU nte on any such future Int.r..t. PUllPOSf OF NOnCE. To fulfill thti requlr..."t, of Slctlon 2140 of the Inheritance and Est't, rlx Act, Act 22 of 1991. 72 P.S. S"tlon ZUG. PAYMENT. DotlCh the top port I," of thl, Notlel end .Ubllt with your pay..nt to the Rlglatl,. of Willi prlntld on the t.v.,... aide. ...."Ik. cheek or .only order PIYlIbl, teu REGISTER OF MILLS I AGENT AU pIYHnb rec.lvld shell flr.t be appU.d to any Int.rnt wntch .ay b. due with any r...lnder DPPllect to the tax. REFlIl1D (CRh A refl.lnd of . tex credit, which wa. not r.qu..ted on ttt. T.x R.turn, ..y b. rllqucnted by cCNlPlItlnll an "application for R.fl.lnd of Pttm.ylvanle Inherltanc. and Eltat. Tax" (REV-IUS). Applications ar. av,Uable .t the Offlc. of the R'lIIht.r of lUlls, any of the' 23 R.vllnUll DlItrlct Offlc.., or by clIIHng the ~eclal 24-hour ' .".wering ..rvlce ftUIIber. for for..ord,rlnlll: In Pennsylvania 1-1100-362-2050, outside Penn.ylvlInle and within local Harrl.burlll ar.e (717) 7117-11094, TOOl (717) 772-2252 (H..tlnll tapalred Only). OIJECTlONS. . Any,petty In Int.tnt notsethflad with the appraheHnt, allowlIRc. or dhaUow8nC. of dlMluctlon., or .....i...t of tax (InclucUng d1lcount or Int.r..t) a. .hown on thh Notice .u.t object wi thin IIMty "OJ dIIy, of' receSpt of thh Notlc. byl AllOI. IITIl.n.... CORRECTlDHIa ..wrltt." prot.st to the PA O.p.rt.-nt of R.venue, Board of Appeals, DEPT. 2111021, Harrl'bur., PA 171211-1021, OR .....llICtlon to hIVe the ..tt.r det.r.ln.d at euc:llt of ttt. ItCCOlrlt of ttMl petlOMI r.pr......t.tlv., OR -.......1 to the Orphllns' Court. FlICtulil error, dllcov.red on th1l ........"t. .hould b. .ddr....d In wrltln. to: PA Dep.rtMllt of RhlnUe, aur.eu of tndlvldu.l Tex.., ATTNa Po.t Ass...-.nt Review unit, DEPT. 210601, H.rrlsbur., PA 17121-0601 PhoN (717) 717-'505. See P.... 3 of th" booklet "In.trucUon. for Inheritance Tax Aetum for e R..ld....t Decedent" (REV-15oU for an .xpl.....tlon of IdIIlnlstretlv.h correct.ml. errors. DIKCklUJ 11 IInY tax due .. p.ld within thr.. (3) c.lender IIOnth. aft.r the decedent', death, e flv. percent (5iU dlJCOWlt of the te. p.ld I. eUowad. INTEREIT I Int"e.t 11 cherPd b..IMlne with first d.y of dIIUnquencll', or n1ne (9) IIOfIth.Md OM (1) de)' 'rOIl the d.t. of dHth, to the dIIte of PI)'ll8rlt. T.... wh1ch bee... d.Unquont ts.fore January 1" lta2 bear 1nt.r..t et the ret. of .he (6X) percent PIIr ...... C11lculat~ .t . dally ret. of .00016... AU t.... which bee.-. dellnquent on end aft,,. Jenuerw 1, 19., will ba.r Int.r..t et . r.t. which will v.r, fro. celend.r yeer to colander yeer with thet r.t. IMOW\CId by the PA Depertllent of R,venue. The appUc.m!e Inter..t r.t.. for 1M2 through 19M er.1 !!!! Int.r..t Ret. O.Uy Int.,...t FllCtDr ~ Inter..t Rat. Deily Int.r..t rectDr 1..1 "X .ODOSlt. I... I'X .00027' I"S IU .DDDUI" 19117 OX .DD02U I'" IIX . DODSOI 1'11I-1991 IIX .000301 I... m .OoDS" 1992 OX .000241 1995"ltM n .00Oltl ....[nt.r..t 1. C11ICNleted .. foUow.t lllTEllElT . IALAIlCE OF TAX IIlIPUD X HUlIBER OF DAYS DEUNQUENT X DAILY lllTElEST FACTOR .-Anw Nottc. lllUed eU.r the t.. beeOIIe, delinquent w1ll r.Uect .... Int.r..t celcul.Uon to flft"" US) _. be~ the det. of the .....-.nt. If pepent 11 ... .fte,. the Int.C"nt COIIPUteUon dIIt. ---. on the Notice, eddltional Int.re.t .u.t be calculated. C.D. #04-66-24330 Liquidated at $32/947.40 Inventoried at 31. 922.62 1/024.78 C.D. #04-66-233414 Liquidated at $27/280.94 Inventoried at 26.320.24, 960.70 C.D. #04-61-238858 Liquidated at $25/032.15 Inventoried at 24,437.57 594,58 C.D. #04-37-267590 Liquidated at $34/148.67 Inventoried at 33.104.01 1/044.66 C.D. #04-16-167501 Liquidated at $20/421.41 Inventoried at 19.795.60 625,81 C.D. #04-16-074966 Liquidated at $15/722.06 Inventoried at 15.330.90 391.16 C,D. #04-16-129454 Liquidated at $22,977.23 Inventoried at 22,417.56 559.67 C.D. #04-16-120571 Liquidated at $ 7,837.62 Inventoried at 7.642.63 194.99 TOTAL GAIN ON CONVERSIONS OF ASSBTS $ 6,593.96 DISBURSBMENTS Debts of Decedent: SAIDIS, GUIDO, SHUFF & Messiah Village $ 649.75 MASLAND Ann Markley/ Tax Collector 569.77 2109 Market SU'eel Hospice of Central PA - gift 500.00 Camp Hill. PA $ 1,719.52 4 , SAlDlS, GUIDO, SHUFF &: MASLAND 2109M_Sum Camp Hill. PA Funeral EXDenses: Myers-Harner Funeral Home Lois J. Sipe - reimbursement for funeral expenses Administrative EXDenses: Lester G. Connor - property appraisal Register of Wills - Letters testamentary Cumberland Law Journal - 1.egal ads Patriot-News co. - legal ads Register of Wills - filing fees Register of Wills - estimated account filing fees Recorder of Deeds State and Federal Taxes: Register of Wills[ Agent - inheritance tax payment Register of Wills, Agent - balance of tax due Fees and Commissions: Lois J. Sipe - Executrix's commission John E. Slike - Attorney's fees TOTAL DISBURSEMENTS INCOME ACCOUNT PNC Bank - interest earned on estate checking acct $ PNC Bank - interest earned on C.D. TOTAL INCOME RECEIPTS ADVANCE DISTRIBUTIONS Lois J. Sipe - household goods and personal effects $ 5 $ 4[471.00 652.00 $ 5[123.00 $ 250.00 328.00 40.00 59.23 25,00 300.00 13.50 $ 1[015.73 $17,000.00 3.520.69 $20,520.69 $11,847.00 11.847.00 $23[694.00 $52,072.94 $ 98.20 214.66 312.86 750.00 .,. f' "~".:-'M':' " ''''Illj(t'f'i',' , .' "~~.:,&J,<,;,,,~\..u~~.'i~":{J~'~'''IlI;~I'.' '.. 'O::~I~'" \1l",.,;;.;::j!iji!~~u~;L.:" .""'WN"',""" '",,-,,".' ........ ...-......------.-----,...-.--...-.------ LAST WILL AND TESTAMENT OF FLORENCE V. BLOSER I, FLORENCE V. BLOSER of the Borough of Camp Hill, Cumberland County, Pennsylvania,.declare this to be my Last Will and Testa- ment,hereby.. revoking any will 'previously made by me..' ;ff ~'li:" "':'~-1tn.te.. t'Hl'l r:"..,~::';OJ::$lli-;:':.: j'.:-:,\r< '..'oi. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I devise and bequeath unto my daughter[ Lois J. Sipe, .the residential real estate which I may own at the time of my death[ along with all my tangible personal property[ including but not limited tOt automobile [ household goods[ furniture [ fur- nishings and personal effects. Should my said daughter predecease met then I devise and bequeath these assets to her issue per stirpes. All,...Nt"'a .1 t.AW h" MMdI' ...... _tllU.r-u_.l't11 III -.I. devise and bequeath all the rest, residue and ;:\. . remainder of my estate of whatever nature and wheresoever situate in three equal shares to my daughter[ Lois J. Sipe, and my grand- children, Robert W. Sipe and Virginia M. Gardner. My executor shall[ however, from the residuary share of any of my grandchild- ren, distribute in his or::her behalf directly to a first mortgage so much of the proceeds of his or her share as may be necessary to payoff and satisfy the remaining first mortgage balance on any mortgage taken out covering residential property owned by any of my grandchildren, along with their spouses, and which mortgage was taken for the purpose of purchasing the said residential property, it being my intent that from the residuary share of any of my grandchildren the proceeds be first used in paying off their resi- dential mortgages. The balance of any such share shall be dis- . , ~e. tI. ~I Page 1 ,'- IOUl, SUKIl . IlA V\.EY An'nlNlYJ AT LA" JI".AU.ft'm.,. "~".,"nU'&lft&Il'C11 \.~ "!' !:, ~ '. d~ ".. J(~ /'~'" . o{;. :'.j,,-~ ';',Jl: "iJ~;' ,,; :'.'.), il Jj~ r;' (,1": i! , , :' .I'," tributed to the grandchild[ and if there is no such mortgage[ then all of the share shall be distributed directly to the grandchild., IV - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall, be considered a part of the expense of the administration 6f my'est~te[' arid"my'per~onal representative or representatives f' II S~,'''r.n 'lr af[1 "11'1(j ''',' ~":' ..,.:,.. '..;,' 'i '. ",~l'.. ' ., i" shall;have, the aOsolute power 1n h1s or her discretion to pay the h .'. . 1111! Same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. V - I appoint my daughter, Lois J. Sipe, Executrix of this[ my Last Will and Testament. Should she fail to qualify or cease to act as such, then I appoint my grandchildren, Robert W. Sipe and Virginia M. Gardner, Coexecutors of this, my Last Will and Testament. None of my personal representatives shall be required to post bond in this or any juriSdiction. IN WITNESS waEREOF[ I have hereunto set my hand and seal on this ,the 2"11>> .:J;lAI VilA Y day of [ 1977 ..Y~~ /J ~. Florence V. Bloser (SEAL) Signed[ sealed, published and declared by FLORENCE V. BLOSER, Tes- tatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. 9>>tf~ tL. ,~ Name c.~ ~Is!f. \ r~~- /) , ( P dR~ Q;t'-Lf Il..-i.i.p v+. i Address' Na."!Ie Pa<<1e 2