HomeMy WebLinkAbout94-00142
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No. 21 - 94 - 142
Estate of
}ITLDRED M. BASEHORE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 1/; , 19.24_. in consideration of Ihe pcthion on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrumenl(s) dated Barch 31, 1982 CODICIL DATED DEC. I, 1989
described therein be admitted to probate and filed of record as the last will of
MILDRED M. BASEHORE
and Letters Testamentarv
are hereby granted to Susan Richardson
Will Book #
Page
FEES
40.00
Probate, Letters. Etc. ......... $
Short Certificates( 31 .. . . . . . . .. $--9...OCL..
Renunciation ................ $
X-Pages $ 3.00
Codicil 0 $ lU.~U
JCP T TAL - ~.ee
Filed... .m.RV~R~ .16.. .199.4.. .f,i7...~Q..
J. Robert Stauffer (06356)
ATTORNEY (Sup. Ct. 1.0. No.)
Harl:et Square Bldg.
~'J1A~hj),.d ro ~'hn"g, Pl1 170$5
ADDRESS
717-766-967'>,
PHONE
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CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Name of Decedent: Hildrod M. Basehore
Date of Death: .Tanlltl'l"Y 21, lqq'l
Will No. 2l-9lt.-lu2
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6{a) of the Orphans' Court :Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
March 8. 19%
Name
Address
181 Big Rock Drive
Dover. PA 17311)
1148 Holstead Road
Baltimore. Haryland 2123)1
2300 Stumps town Road
Mechanicsburg, PA 17055
Kathy KottcRmP
Betty Hess
Susan Richardson
Notice has now been given to all persons entitled thereto under
Rule 5.6{a) except None
Date: March 8, 1994
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Address Harket Square Bldg.
Mechanicsburg, PA 17055
Telephone { ) 717-766-9673
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Capacity: Personal Representative
Counsel for personal
representative
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COMMONWEAlTfl Of PENNSYlVANIA
VEMR'MENT Of l':[YENUE
OErT.200601
UARRIS8URG, rA 17128.0601
/'1- /10- 1/
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR DATIS OF DIATH AFTIR 12/31/91 CHICK H
IF A SPOUSAL .
POVIRTT CRlDIT IS CLAIMID 0
Fill NUMBIR
2.1 ~ 1'1 - I "'/2--
Riv.l"PQ[X\- 111.911
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Cumberland County Nursing Ilo
375 Clarenlont Drive
Carlislo, PA 17013
COO" Cumbel'land
o 3. Remolnder Rolurn
(for dolOl of dealh prior 10 12.13.
05. Federol E.lale Too
Relurn R.qulred
9- 8. Tolal Number 01 Soft D.po.1I Be
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I1ASlmOl1j.:, Hildred
JOOiirmmnYRUMillf
N.
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o 2. Supplem.nlal R.lurn
.,
20) -0 - 101
gg 1. Orlglnol Rolurn
9/20/07
COUNTY CODe
YEAR
NUM
o A. Llmlled Estelo 0 .da. Future Inleralt Compromise
(for dalOl of doolh oller 12.12.82)
~ 6. Decod.nl Died TOIlolo 0 7. Oec.denl Malnlalned a Living TrUll
(Allach copy 01 Will) (Alloch cop 01 TrUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMA'(I0N SHOULD 8E DIRECTED TOi '!,'I;Jm..\vtl:'il:4);tt\!"t',1(,(,~\*:
M M Uf MAILING ADDRESS
J. Robert Stauffer, Atty. Market Square Bldg.
m'fllON' NUMIE' Meohanicsburg, PA 17055
766-9673 P r:
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257.00
0.00
0.00
7,030.60
1. R.ol E.lol. (Sch.dul. A) ( I)
2. Slock. and Band. (Sch.dul. B) ( 2)
3, C1o..ly H.ld Stock/Porlnenhlp Inlerlll (Schedule C) (3)
4, MortgogOl ond Not.. Rocelvoblo (Sch.dulo D) ( 4)
5. Ca.h, Bank Oopolll. & MI"ollonoou. P."onol Prop.rty( 5)
(Sch.dul. E)
6. Jolnlly Own.d Properly (Sch.dulo F)
7. Tron.f... (Sch.dul. G) (Sch.dul. l)
g. Tolal Groll A...I.llalallln.. 1.7)
9. Funeral Expenses, Administrative Cosh, Miscellaneous ( 9)
Eop.n... ISchodul. H)
10. Dobl., Mortgago lIoblllll.., lI.n. (Schodul. I)
11. T 0101 Dodudlon. (1010111,11 9 & 10)
12. Not Valuo 01 E.lol. (IIn. g mlnu.lln. II)
13. Char/lobi. ond Governmonlal B.quII" ISch.dule J)
14. Nol Volu. SubjOl1lo Too (lin. 12 mlnUlllno 13)
IS. Amounl olllno 14laxobl. 016% rol.
(Indud. val", from Sch.dulo K or Sch.dulo M,)
16. Amount 01 lin. 14 loxablo 01 15% rolo
(Inelud. valulI Irom Sch.dulo K or Sch.dulo M.)
17. Principollao duo (Add lox Irom IIno IS and from lino 16,)
18. Credits Spousal Poverty Credit Prior Por.menls DilCounl Interes'
0.00 + 0.00+ 0.00 0.00
19. If IIn. 181. groaler Ihon IIn. 17, onler Ih. dilleronce on IIno 19. Thl.l.tho OVERPAYMENT.
ao
20. If fine 17119'110'1' than line 18, enler .he differ,nct on lin. 20. Thl. it the TAX DUE.
A. Entor the Inter.., on the balance due on Une 20A.
8. Enler Ih. 10101 01 IIn. 20 and 20A on IIno 20B, ThI. I. Iho BALANCE DUE.
Mak. Chock Pavablo 'a, Rogl.'er.' Will" Agon'
, . . 8E SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.....
i:j';;d~r pInelli.. c.' rer!ury, t dadore that I have uamined Ihl, return, Including nccompanying schedul.. and stolementl. and to the bett of my knowledge G_od ~l
ills Ir~, (Off&d and complete, I dedare thai 011 reol,slal. has b..n r'porlfld 0111.... mor'-., valu.. Declaration of prepare' other rho" the plnonol ,.pr.s.ntotlv.
baled on olllnfPlmatlor. ofwhirh pr af. has any howledo.. \
reR1JilI IlONm I 1ii U 'DOiirr2]U1JBtumpstOlffi ROad OAlE
L fA, Z,-- Meohaniollburg,PA 17055 L.;-/{,,-9Y.
.lIv, Aoo'mHarlret Square Bldg. OA"-
~t...-__ Meohll.nicsburg, PA 17055 (//(//,/
( 6)
(7)-
0.00
0.00
(10)
475.98
5,138.59
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( 8)
(II)
(12)
(13)
(14) _
1.673.03x .Oh
(15)
(16)
~.15a
Cneck hell: if yau a'~ wqucostlng a ,cofund pf your ove'payment.
(17)
(18)
(19)
(20)
(20A)
(208)
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7,287.60
5,614.2-.1'
1,673.0;3
0.00
1,673.03
100e36
OeOO
100.36'
0.00
0.00
100e36'
0.00
100.38"
REY.1.S03 EX+ t".86) .
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COMMONWEALTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDEI"T DECEDENt
j
FILE NUMBER
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
MILDRED M. BAS~IORE
(All proporty (olntly-ownod with Right 0' Survlvonhlp must bo dlsclosod on Schodulo F.)
ITEM
NUMBER
1.
OESCRIPTlON
4 Shares or Penna. POI-leI' & Light, 4l:fo preferrod
stock.
21-94-142
VALUE AT DATE
OF DEATH
$
2,7.00
s 2.;r.(
Il\llSlilhI7.1I,
,fib
COMMONWEAlTIt or PENNSYlVANIA
INHEIUfANC! TAJI: RETURN
,USlDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print or T p'
11
21-94-142
!.lIJ,DTlED . B^SJ~IlOI1l~
ITEM
NUMBER
A.
AMOUNT
DESCRIPTION
1.
Funeral Exp.n...,
None - pl'epaid.
B.
Admlnl.trotlv. CO.t"
Penonol R.pro..ntallve Commllllon.
Social S.curity Number of Penonal Repr..enlallve:
Year Commllllon. paid
1.
2.
Altorney Fa.. J. Robert Stauffer, Esq., attorney' 3 fee.
3.
Family Exempllon
Claimant
Addrell 01 Claimant at deced.nl'. death
Slroet Addro..
City
Slale
Zip Code
Relatlan.hlp
$
200.00
... Probate Fe.. Register of Wills of cumberland County,
Pennsylvania, Letters Testamentary. 67.50
C. MII..llan.ou. Exp.n.ell
1. Cumberland Law Journal, Estate Notice. 40.00
2. The Sentinel, Estate Notice. 6$.48
3. Gingrioh Memorials, Lettering cemetery marker. 88.00
... Register of Wills, filing Pennsylvania Inheritanoe
Tax Return. 15.00
5.
6.
7.
8.
TOTAL (AI.o ent.r on IIn. 9, Recapitulation) $ 475.98
III more .po.. I. ....ded. In.." addlllonal Ih..t. 0' .ame .1...1
. . ~!J"(I
,lt~V'l512U,f 11..qJI WJJ
COMMONW[AtTll or UNNtnvANIA
tNHtRlIANC! '^IlIUW_N
mlDENI DEcrOINf
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
Plea.. Print ar Type
FILE NUMBER
21-94-142
HILDRI~D 1'1. DASEIlOHE
ITEM
NUMBER
DESCRIPTION
1:
Cumberland County Nursing Home, 375 Claremont Drive,
Carlisle, Pennsylvania, balance due for room,
board and care.
TOTAL (AI.o entor on lin. 10, R.",pitulotionJ
(If more ,po<< i. ,n..d.4, in..r1 addi'jonof .hHh 01 10m. ,ize,'
AMOUNT
$ 5,138.59
$
5,13 059
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fVj.. 3
\ REY-1547 EX AFP (08-94*
' COHHOHWEAL TH OF PENNSYLVANIA
. DEPARTItfNT OF REVENUE
IUREAU OF INDIVIDUAL TAXES
DEPT. 210601
HARRISBURG, PA 171Za~0601
/1-1- /9 d
v
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DATE 11-07-94
FILE NO.
01-21-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. NAXE CHECK PAYABLE TO "REGISTER OF WIL~,S, AGENT"
REMlT PAYMENT TO:
J ROBERT STAUFFER ATTY
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Allount RI.! U.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iii'li:is'4-nic--"FP-foi':muiifi'ficiCOF-i"NHEiiii'Aiici-TA'ii"'AppR'AisEiiEiii'-;-"Li.-OWANCi-ciii--u-------mm
DISALLOWANCE OF DE~UCTIONS AND ASSESSMENT OF TAX
ESTATE OF BASEHORE MILDRED M FILE NO. 21 94-0142 ACN 101 DATE 11-07-94
TAX RETURN WASI I X) ACCEPTED AS FILED
I ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REYERSE
APPRAISED YALUE OF RETURN BASED ON: ORIGINAL
1. R..I Eat.t. (Schedul. AJ (1)
2. Stock. and Bondi (Schedule B) (2)
5, Clo..1~ Held stock/Partnership Inter.at (Schedull C) IS)
4, Kortg.gll/Not.. Rlclivabl. (Sch_dull OJ (4)
5. C.sh/8.nkOlpolit""lsc. P.rlonll Prop.rt~ (Schedull E) IS)
6. Jointly Owned Property (Schedule F) (~)
7. Tranlflra (Schedull OJ (7)
a. Tot.1 ....t.
,00
257.00
.00
.00
7.030.60
.00
.00
II)
7,287.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
,; Funlr.l Expenala/AdM. Coatl/Hlsc. EXPlnsls (Sch.dull H) (9)
10. Dobh/Hortgogo LlobIUUOI/Llon. (Schodule II nOI 5.138.59
11. Totol DoducUon. 1111
. 12. N.t VIlulof TalC R.turn (12)
U. Chorltablo/GovorMonhl Boquo.to <Schedulo Jl I1S)
14. Not Volue of E.toto SubJoct to Tox 114)
NOTE: I1'.n ......m.nt w.s is.ued previou.ly, line. 14. lS and/or 16, 17 and .11 will
r.1'l.ct 1'igur.. th.t include the tot.l of ALL r.turn. a.....ed to dat..
ASSESSMENT OF TAX:
IS, A..unt of Llno 14 ot Spou.ol roto lIS)
16. AMOunt of Linl 14 tax.oll It linlll/Claaa A rat. (16)
17. AMount ofLlno 14 toxoblo ot Collotorol/Clo.. I roto 117)
1.. Principal Tax DUI
475.98
1;.;;14 1;7
1,673.03
.00
1,673.03
.00 X .00.
1,673.03 X .06.
.00 X.15.
1111
.00
100.38
.00
100.38
TAX CREDITS:
PAYHENT
DATE
06-24-94
RECEIPT
NUHBER
MM886216
DISCOUNT U I
INTEREST 1-)
.00
AHOUNT PAID
100.38
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
'TOTAL DUE
100.38
.00
.00
.00
o If PAID AFTEI DATE INDICATED. SEE IEVEISE
fOR CALCULATION Of ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN n. NO PAYNENT IS IEllUlItD.
IF TOTAL DUE IS REFLECTED AS A "CUDIT" ICRI, YOU NAY If DU!
A IEfUND. SEE IEVEISE SIDE DF THIS FORM fOI INSTRUCTIONS.I
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RESERVATION: eltat.. of dlcedent. dyIng on or before Dlc..bl,. 12, 1982 ~.. If any future Inter'lt In the ..tata 1. tran,f.rtld
In poundon or enjOYMent to Cl... I (coUat,,.,l) b,neflelarla. of the d'cldent Iftl,. tha Ixpiratlon of InY IItat. for
I1f. or for Y""', the Co-.onw..lth hl,.,by Ixpr...ly t...tv.. the right to appral.. and ...... trln.f.r Inh.rttlOCI TGlI"
at the lawful Cl"e B (collataill) rat. on Iny .uch future Int.,...t~
PURPOSE OF
HOTICe, To fulfIll tha r.qulr...nt. of Sletlon 21.0 of the Inherlteneft and Elt,t, Tax Act, Act ZZ of 1991. 72 P.S.
S.ctlon Zl4D.
PAMNT; Oatleh the top portion of thb Notlcl and .utJ.Jt with your PIY'.nt to the R,ghter of Will, printed on the "Iver.. lid,.
.""aka chick or .onlY ardtlr plY_I, tOt REGISTER OF MILLS, AGENT
All ply-.nt. recelv.d .hlll flr.t b. appll.d to any Intlr..t which KIY ba due with any r...lndlr applied to the tl..
REFUND (CA)I A r.fund of I t.x cr.dit, which WII not nqu..tlld on the T.x Return, .IIY b. r.qulltad by co.,l.Ung an "AppllclUon
for R.fund of P.nn.ylvlnl. Inhlrltlncl and Estlt. llx" (REY-13l3). Appllcltlon. Irl .vallabl. It the Offlc.
of the RIgl.t.r of Will., 'ny of the 23 R.venu. DI.trlct OffiCI., or by cIlllng the .peclal 2~-hour
an....rlng IIrvlc. nu..r. for fori' ordering I In "-M.ylvanll 1"800-362-2050, outsld. P.nn'ylvanl. and
within loc.l H.rrl.burg .rll (717) 787"8094, TOOl (717) 772-Z25Z (H..rlng Iap.lr,d Only).
OBJECTIONS: Any plrty In Int.rl.t not ..tl.fl.d with the appr.I....nt, 'llowanc. or dl.allow.ne. of dlductlonl, or .......-nt
of t.x (InclUding dllcount or Intlre.t) II shown on thl.Notlc. .u.t obJlct within .Ixty (60J dlY' of recllpt of
thll Notlcl by:
AllIUM
ISTRATlVE
CORtlf;CTIONS:
nwrlttan prot..t to the PA Daplrtlant of Ravanul, lo.rd of ApP...., DEPT. Z1I10Z1, H.rrhburg, PA 171ZI"IOZl, OR
--.llctlon to hlV' the ..tt.r detlrelned .t .udlt of thl .ccount of thl p.rsonal r.pr...ntetlvI, OR
--.",..1 to. the Orph",S' Court.
DISCOUNT:
Factu.1 errora dlscov.red on thh '''''.unt should bl .dtir....d In writing tOI PA D8Part...,t of Rav.......,
Bureau of Indlvldu'l T.x.s, ATTHI Po.t ".....ent Ravilw Unit, DEPT. 280601, Hlrrlsburg, PA 17128-0601
Phone UIl) 717-6505. See pap :5 of the bookllt -Instruction. for Inn.ritanc. T.x Return for I Rllldlnt
Decedent- (REY-lSDl J for In ,xpllnatlon of ..inilttltltl.lY cor"ectabl. .r,.or..
11 MY tax dull II p.la within th,... (3) c'lend.r eonths Ift.r the d'cedent', dllth, . flv. plrc.nt (5X) discount of
the t.x p.ld 11 IUowH.
INTEREST I
Intlrllt 11 chlrpd b..IMing '11th firlt dly of cHIl1nquMCY, or I'll". (9) lonth. end one 0) dlY frOI the Is.t. 0'
daath, to the dIIt. of Plpent. fl... which bee... d.Unquent bafor. JlIl"IUlr)l 1, I9Il tMl.r Interllt It thti r.t. of
she (6X, parcent Plr IMUI calcul.tld It a d.Uy tit. of .00Dl'~. All tlX" which bKMtt delllMNMt on end Ift.r
Jenu.r)l 1, 19.2 will b.lr Interl.t .t . rlt. which will Y.ryfrOI ~lllI'Id.r )1.1,. to ellll'td.r y..r with thet rlt.
announcld by tNt PA D.,.tt""t of RItYMUI. The eppl1eebl. Int.r..t tit.. for 1912 through 199" .r.t
~ Int.r.1t Rat. D.Ily Intlr..t Fector !!!r Intlr....!...!!!!! D.lly lntetllt Fectot
IH' ,.. .00054' 19.. 1" .00027"
1915 I'. .OOOU' 1917 ,. .000Z"7
I'" 11. .DOOSOl 1'11-1991 11> .1I0OS01
1915 .n .OOOSS' 1"' ,. .DDOZ~7
1"3-1994 7. .000192
"-lnt.rllt II ulculltld " followll
INTEREST . BALANCE OF TAX UNPAID X NUKlER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anr ~UCII IUuM .ftlr the tlX DIoDlll. delinquent .111 nUlCt 11'1 Interllt CIlcullUon to fIftlln US) d.~.
tMlvoftd the dlt. of tne ........"t. If "'WIII'It II HOe aft.,. the Int.rest CaputlUon d.t. ~ on the
HoUc., lCIdiUonal lnt.t'll ..,.t be e.lcul.tld.