HomeMy WebLinkAbout94-00145
N 21 - 94 - 145
o.
Estate of
Ralph Wallace White
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 16. 19-2i, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
[T [S DECREED that the instrument(s) dated ,1 a n u a r y 2l!, 1 9 gl!
described therein be admitted to probate and filed of record as tbe last will of
Ralph Wallace White
Testamentarv
Farmers Trust Company
and Letters
are hereby granted to
~/() ?J (~ :11,,:u, Pi " {J1J1. (Jjjl.)j-LI .
M~~51~~FW~I~WIS T{ (j
FEES
Probate, Letters, Etc. ....... .. $
Short Certificates(5 )'.......... $
Renunciation ................ $
X-Pages $ 15.00
JCP ~.uu
TOTAL _ $ ~05 00
Filed ...... .F.E6RU~8Y. .16 ,. .l.99~........
270.00
15 00
ATTORNEY (Sup. Ct. 1.0. No.)
ADDRESS
PHONE
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(d) I give to my niece, NANCY TAMBLYN, the sum of One Thousand ($1,000.00)
Dollars, and to her sisters, CONSTANCE, HENRIETTA and MERLYN, the sum of Five
Hundred ($500.00) Dollars each;
(e) I give to CAPTAIN GORDON H. RHEINSTROM, U.S. Navy, the sum of One
Thousand ($1,000.00) Dollars;
(I) I give to the friends of the DICKINSON COLLEGE LIBRARY, the sum of Five
Hundred ($500.00) Dollars;
(g) I give to the CUMBERLAND COUNTY HISTORICAL SOCIETY, the sum of Five
Hundred ($500.00) Dollars;
(h) I give to the CUMBERLAND COUNTY CHAPTER OF THE AMERICAN RED ,
CROSS the sum of Two Thousand Five Hundred ($2,500.00) Dollars;
(i) I give to the BOSLER FREE LIBRARY, of Carlisle, Pennsylvania, the sumof
Five Hundred ($500.00) Dollars;
0) f give and bequeath unto DICKINSON COLLEGE of Carlisle,
Pennsylvania, the sum of Ten Thousand ($10,000.00) Dollars, to establish a
scholarship fund; to be known as "THE SARA S. AND R. WALLACE WHITE
MEMORIAL SCHOLARSHIP", the net income from said fund to be awarded annually
to a worthy and needy student who is a candidate for a Bachelor's Degree at
. DICKINSON COLLEGE, the selection of whom shall be at the sole discretion of the
president of DICKINSON COLLEGE;
2
Brinah M. White
4902 Lackawanna Street
College Park, MD 20740
Frances W. Dickenson
17400 Fort Stre,et, Apt. III
Riverview, MI 48192
Dickinson Coliege Library
Carlisle, PA 17013
Dickinson College
Carlisle, PA 17013
Cumberland County Hist. Society
21 North Pitt Street
Carlisle, PA 17013
American Red Cross
1710 Ritner Highway
Carlisle, PA 17013
Bosler Free Library
158 West High Street
Carlisle, PA 17013
Second Presbyterian Church
528 Garland Drive
Carlisle, PA 17013
Jacob Hodge
849 West Louther Street Ext.
Carlisle, PA 17013
Sheri Crider
Shippensburg Mobile Estates
Lot # 72
Shippensburg, PA 17257
Notice has now been given to all persons entitled t~ereto under LIe 5.6(a).
Date: February 28, 1994 Signature: "u.ud &:
avid C. Gority/Vice P esident
and Trust Officer
Farmers Trust Company
P.O. Box 220
Carlisle, P A 17013
(717) 243-3212
Capacity: Personal Representative
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. :J INHERITANCE TAX RETURN J FILE NUMoER
COMMON......cnH'I'P[NN.VlVAN<A RESIDENT DECEDENT
OEPM1MCNTOl'nmNU[ (TO BE FILED IN DUPLICATE 21-94-0145
"'",'i!rJ}w,k.-""2' ,_ _ ~IT!:! THE REGISTER OF WILLS) COUNlYCODE VEAA
DECCDENT'S NAME IIA8T, rtmn, AND MIDDll! INITIAU DfC[!Of;Nr's COMPLETE ADDREss
While. Ralph Wallace 1 Lon9sdorf Way
'-;;~L-S[CUnItYNUMn[1l IArr;OFOrAHI ~ o"rEOF OIIHlI Carlisle. PA 17013
176-32-3993 1/28/94 3/3106
Co,", Cumberland
19. "line 1111 greater than line 17, enter the differenc. on line 18. Thllllthe OVERPAYMENT
II 0 ~iTiTI1:WiriliIl.'I.'I,.,llill.l'I'I~illd''''.lilnr.r.~.'l'I'1.'ITI':l.~jfIlIIJ.l
20. Hline t7 il greaterttlan line 18, .nterthe dlfferenc. on lin. 20. Thllllthe TAX DUE
A. Enter the Interest on the balance due on llna 20A
8, Enterlhe lotal of line 20 and 2DAon lint 208. Thllll thl BALANCE DUE
Uake Check Payabl.to: Realater of Willi. Aaent
':''':'",::,.:!I,:,::,;'''':::",: ""." .',',.,' DE SURE TO ANSWER All OUES1TONS ON REYERSE SIDE AND TO RECHECK MATH""" .:':, ,:;, ,.: '." '. ...'
b'ne.. penl.lll" ot perjury, I declare Ihat I have examined Ihll return. Including accompanying schedulel and ctatements, and to tho beat of my 'nowt.dg. and bell".
It II tru.. COft'1ICt and complete.f dlClar. that aU realeatat. h.. beetn repolted &t true market value. Declaration ot pleparer other than personal repr'"nlltlv,11
bllld on aIIlnfof'mallon ot which preparer has anv knowl~.
al RE OF PERSON RESPONSIBLE FOR FlUNG RETURN AODRESS
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SIGNATURE OF PREPARER OTHER TH EPRESENTATwE ADOhESS--
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o 2. Supplemenlal Return 0 3, Remainder Return
(for date. prior 1012-12-82)
o 4a. Futurelnteresl Compromise D 5. Federal Estal. Tax
(for dalOI otdealh after 12-12-82) Return Requl(ed
a. Decedent died Testate 0 7. Decedenl Malnta!ned a Uvlng Trult 0 I. Tolal number of sare Doposlt
Attacheo votWlIO fAnachcopvottrulil1 Boxes
ALL'CORRESPONOENCE AND CONFIDENTIAL TAX INFORMATION SHOllLD BE DIRECTED TO:
COMPlETE MAlUNG ADDRESS
Farmers Trust Company
Trust Department
P.O. Box 220
Carlse PA
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I. Original Aelum
,.. Umfled Ellale
NAME
David W. Maclvor CFP
TElEPHONE NUMBER
717-243-3212
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1. RNl E.t.te (Schedu'e A) (1)
2, Sto"". end oond. (Sch.du'e 0) (2)
3. Clouly Held Stock/Partnership Interost (Schedule C) (3)
4. Mortgages and Not.. RICetvable (Schedule D) (4)
5. Cash, Bank OllpOlfls & Miscellaneous Peraonal Property (5)
(Schedu'e E)
a. Jointly Owned Property (Schedule F)
7. TranstftTl (Schedule G) (Schedule l)
a. Total Groll Allell {total line. 1-7)
o. Funeral Expenlts, Admlnlstratlve COlts, Miscellaneous fa)
Expenles (Schedule H)
10. Debts Mortgage UabfUtles, Uens (Schedule Q
11. Total Oeductjonl (totallln,. g & 10)
12. Net Value otEstate (Iln, 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Sub}ect 10 Tax (Une 12 minus line 13)
013
0.00
285,434.46
0.00
0,00
33,576,84
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(e)
(7)
0,00
0.00
(e) '.'-
22,873.62
7,960.78
(11)
('2)
(10)
('4)
260,176.90 X,Qe 1:1
(10)
1 s,. Amount of line 14 laxable a a% rate
(Include valulI from Schedule K or Schedule M)
('0)
1a. Amount otlln, 14 taxable at 15% (ale
(Include value. from Schedule K or Schedule M)
17. Principal lax due (Add lax from line 15 and from lin"I)
t a. Credits Prior Payments Discount
0.00 + 0,00
(.e)
11,500,00
X.l0 =
(17)
Interest
0,00
(Ie)
('0)
(20)
(2M)
(200)
/t/If(f r
, Oat,
NUMBEn
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319,011.30
30.834.40
288,176,90
16.500.00
271.676.90
15,610.61
1 ,725,00
17.335,61
0,00
17.335,61
0,00
17.335,61
Oat.
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l SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.... T . or Print
ESTATE OF
ITEM
NUMSER
Ral hWallace While
FILE NUMSER
DESCRIPTION
21 -94-0145
AMOUNT
A.
1.
Funeral Expenses:
Hoffman Roth Funerol Home
1,269,00 .
B. Administrative Costs : Farmers Trust Company 13,280.86
1. P.rsonal Representative Commlsslonl
Social Security Number of Perlon.l Repr...ntatlv.:
Year CommlSllonl paid _
2, Attorney Fe.. Flower, Morgenthal, Flower & Lindsay 6,640.43
3. Family Exemption
Claimant Relatlonlhlp
Addr... of Claimant at decedent's death
Street Addr...
Chy State 0.00
4. Probate Fell Register of Wills, Letters T eSlamenlary 305,00
c.
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2,
3.
4.
Miscellaneous Expenses:
Greenawalt & Company CPA, balance due payroll tax & personal lax reports
Cumberland Law Joumal, advertising Letters T eslamenlary
The Sentinel, advertising Letters T eslamenlary
Miscelaneous Filing & Closing Costs
870.00
40,00
68.33
400,00
TcQI (allo .ntar on Un.!. rlCl.pltlMtion)
(If lIIor. space i. ne.ded. In'.... .dditJonl.l.h.... or ..m. size)
22,873,62
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(d) I give to my niece, NANCY TAMBLYN, the sum of One Thousand ($1,000.00)
Dollars,and to her sisters, CONSTANCE, HENRIETTA and MERLYN, the sum of Five
Hundred ($500.00) Dollars each;
(e) I give to CAPTAIN GORDON H. RHEINSTROM, U.S. Navy, the sum of One
Thousand ($1,000.00) Dollars;
(I) I give to the friends of the DICKINSON COLLEGE LIBRARY, the sum of Five
Hundred ($500.00) Dollars;
(g) I give to the CUMBERLAND COUNTY HISTORICAL SOCIETY, the sum of Five
Hundred ($500.00) Dollars;
(h) I give to the CUMBERLAND COUNTY CHAPTER OF THE AMERICAN RED
CROSS the sum of Two Thousand FIVe Hundred ($2,500.00) Dollars;
Q) I give to the BOSLER FREE LIBRARY, of Carlisle, PennSylvania, the sum of
. Five Hundred ($500.00) Dollars;
0) I give and bequeath unto DICKINSON COLLEGE of. Carlisle,
Pennsylvania, the sum of Ten Thousand ($10,000.00) Dollars, to establish a
scholarship fund; to be known as "THE SARA S. AND R. WALLACE WHITE
MEMORIAL SCHOLARSHIp., the net income from said fund to be awarded annually
to a worthy and needy student who is a candidate for a Bachelor's Degree at
DICKINSON COLLEGE, the selection of whom shall be at the sole discretion of the
president of DICKINSON COLLEGE;
2
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.~,REV-1547 EX AFP (12.941*
CotttKlHWEALTH OF PENNSVlVANIA
DEPARTHEHT OF REVENUE
IUREAU OF INDIVIDOAl TAXES
. DEPT. ZaD6Dl
. HARRISI\URO, PA 1712a~a'Ol
1,/-196'- /3
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEOUCTIOHS AND ASSESSHENT OF TAX
ACN 101
~ ov- /'
DATE 05-08-95
FILE NO.
COUNTY CUMBERLAND
NOTE I TO INSURE PRDPER CREDIT TO VDUR ACCOUNT, SUBHIT THE UPPER PORTIDN OF THIS FDRH WITH YOUR TAX
PAVHENT TO THE REGISTER OF WILLS. HAKE CHECX PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
DAVID WMACIVOR
FARMERS TR CO TRUST DEP
PO BOX 220
CARLISLE PA 170/3
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE,
CARLISLE, PA 17013
Aoount R..Ittad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ .
. REY:is4j-EX"AFP-nF94Y-iloiicr-oj:-YNHEiiifANCE-;:;;X-A'PPiiA'isEiiEiiT~--.\i.roIiANCE-ciR--------------_.-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WHITE RALPH W FILE NO. 21 94-0145 ACN 101 DATE 05-08-95
TAX RETURN WAS < I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. CSch.dul. A)
2. Stocks and Bondi (Schedule 8)
5. Clo.ely Held stock/P.rtnlrship Inter'lt (Schedule C)
4. Kortgag../Not.. Rlcllvlbl. (Sch,dule OJ
5. taah/ln a.polih/HlIc. Plnonal Prop.rt~ (Schedule EJ
6. Jointly Owned Prop.rt~ (Schedul. f)
7. Tran.flrs (Schedule OJ
8~ Tot.1 A...t.
I I CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.rll Expen.../Ad.. COltl'Hile. Expen... (Schedull H)
10. Dobt./Hortgog. LIobl11tl../LI.n. ISchodul. II
n. Tot.l D.ducUon.
12. Net V.lu. of T.x Return
15. Ch.rItobl./Dov.N>OOnt.l B.qu..t. ISchedul. J)
14. N.t V.lu. of. E.t.t. Subj.ct to T.x
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III c: -; 00 :.n(\.,
285 .G3;.46 ('rIO
(2) '~" 0
C5I ,00 S; ;'; ':'.:'
-
(4) ,00 -<
151 33.576,84 I
VT
(6) ,00
(7) \..' ,00 ;~ .- ',,'
.. ,~ !19. 011. 30
~c IBI "
:>~ t;.
-'
(9) 22,873.62
1101_ 7."60,78
(111 ~n.R3' Gn
112) 288,176.90
CUI 16,500.00
(14) 271,676.90
NOTE:
If an a..assment was issued pr.viously, lin.. 14, 15 and'or 16, 17 and 11 vill
refl.ct figures that include the total of abb r.turn. a......d to d.t..
ASSESSMENT OF TAX:
15. AMount of LIn. 10 .t Spoo..l r.t. 1151
16. AMount of Lln. 14 t.xobl. .t LIn..l/Cl... A r.t. 1161
17. AMount of Lln. 14 t.xobl. .t Col1.t.r.l/Cl... B r.t. (17)
Ie. 'rlnolp.l Tox Due
TAX CREDITS I
PAVIlENT
DATE
10-04-94
.00 X .00.
260,176.90 X ,06.
11,500.00 x.15.
ClII
.00
15,6/0.61
1,725.00
17,335,61
RECEIPT
_BER
MH913035
DISCOUNT 1+1
INTEREST C-I
AHOUNT 'AID
.00
17,335.61
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
17 ,335.61
.00
.00
.00
. IF 'AID AFTER DATE INDICATED, SEE IEVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
C IF TDTAL lllIE IS LESS TIIAN n. NO PAYIlENT IS IfllUIttD.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" Cetl. YOU !lAY IE lllIE
A ttFUND. SEE REVERSE SIDE OF TlCIS fOtll FOR INSTtuCn_. I
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF RALPH WALLACE WHITE,
LATE OF SOUTH MIDDLETON TOWNSHIP
Market Value
May 12. 1995
Cost Basis
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Schedule of Proposed Distrihution
Balance for distribution as per First and Final Account filed May 19, 1995
$180.012,26
Distrihution
Brinah M. White
Principal Cash
Income Cash
91,037.82
1.135.56
92,173.38
91,037.82
1.135,56
92,173.38
Frances W. Dickenson Rose'
25M par US Treasury Note 5.125% 6.30.98
300 shs BellSouth Corp
100 shs Exxon Corp
100 shs GTE Corp
200 shs General Electric Co,
100 shs Mobil Corp
200 shs Philip Morris Cos" Inc.
Principal Cash
Income Cash
24,140,75
12,525.00
6,987.50
3,387.50
11,800.00
9,725.00
14,050.00
8,422.07
1.135.56
92,173.38
$184,346.76
25,281.25
12,150,00
6,581.25 .
3,456,25
10,85 6.25
8,068.75
11,887.50
8,422,07
1.135.56
87.838,88
$180,012.26
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Principal Dishursements Cont.
3-18-94
3-25.94
3.28.94
4.1.94
4.11.94
4.15.94
4.25.94
4.26-94
AT&TUnivelsal Card, balance due
Cumberland Crossings, balance due
Belvedere Medical Corp
Cumberland Law Journal, advertising Letters Testamentary
Sheri Crider, services rendered .
Internal Revenue Service, tax due Extension
Belvedere Medical Corp
Capital Tax Collection Bureau, Employer's Quarterly Tax
Capital Tax Collection Bureau, Occupational Privilege Tax
Employer Return
Internal Revenue Service, Employer's Quarterly Tax Form 940
Internal Revenue Service, Employer's Quarterly Tax Return
Form 942
PA Department of Revenue, Employer's Quarterly Tax Return
PA US Fund, Employer's Quarterly Tax Return
Internal Revenue Service, tax due
Greenawalt & Co" P.C" preparation of 1993 Federal and
State Income Tax Returns
The Sentinel, advertising Letters Testamentary
Register of Wills, PA Inheritance Tax
Register of Wills, filing fee PA Inheritance Tax Return
Greenawalt & Co" P.C.,review and prepare Quarterly
Payroll, annual tax returns
Cresscare Medical, balance due
Carlisle Hospital, balance due
Reserved:
Flower, Morgenthal, Flower & Lindsay
Farmers Trust Company
Closing and Filing Costs
7-13-94
8-18-94
8-23-94
10-4-94
1.27.95
2-8.95
4.24-95
Total Principal Disbursements
Principal Distrihution to Beneficiaries
3-15.94
3.21-94
Brinah M, White
Sheri V, Crider
Jacob Hodge
Cumberland County Historical Society
5
260.90
105.62
26.82
40.00
275.00
800.00
53.64
60.32
90.00
48.26
1,209,24
168,89
157.87
9.03
475,00
68,33
17,335.61
15.00
250.00
301.18
573.39
6,640.43
13,280.86
. 400.00
$49.309.58
38,000.00
3,000.00
500.00
500.00
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND:
Jane F. Burke, Senior Vice President and Trust Officer of Farmers Trust Company, being
duly sworn according to law, deposes and says that the Account as stated is true and correct and
that the Grant of Letters and the first complete advertisement thereof occurred more than four (4)
months before the filing of the Account.
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Ja F. Burke, Senior Vice President
and Trust Officer
Sworn and subscribed to before me
this /7 day of May, 1995.
NOla,Ial Seal
Penny L. Crawlord. Notary Public
Nonh Middle:on Twp,. Cumbenand County
My Commission Expires March 16, 199B
_, Pernsytvaria_ ~Nolaries