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HomeMy WebLinkAbout94-00278 ~ PETITION FOR PROBATE and GRANT OF LETTERS ~1i' No. To: 21-94- Estate of IIARRY II. DMKE ----- also known as ____._____ __._'___ _ Register of Wills for the ___, Deceased. County of Cumborlund In the Social Security No. 142-07-8lWl___ Commonwealth of Pennsylvania The petition of the undersigncd respectfully reprcsents that: Your pelltioner(s), who Is/arc 18 years of age or older an the execut in the last will of the above decedent, dated __~ll1'.ClL2, and eodicil(s) dllted ____,_------1lOllC-- named . 19....7.l- --- (~lalc rele'll\llt drClhl1UanCC~1 e.g. rcnunclallol1, dcalh of cKCCUlor. etc.) Decendent was domiciled at death In--CwnhcclllncJ County, Pennsylvania. with 1Lill-- last family or principal residence at 1000 Wost South Stroot. Carllslo, P A 17013. (Ust meet, number and muncll1alilY) Decendent, then 86 years of age, died .--Aprll 20--,- --, 19~_, at SRMh A. Todd 1I0me, 1000 West SQuth Stroet, Carlisle, PA 17013. ' 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 nollhe victim of a killing and was never adjudicated Incompetent: Decendent al death owned properlY with estlmMed vaiues as follows: (If domiciled In Pa.) All personai properlY S 9,; I' t".:-' -- (If not domiciled In Pa,) Personal property in Pennsylvania S (If not domiciled in Pa.) Personal property in County S Value of real estate in Pennsylvania S situated as foilows: nono WHEREFORE, pctltioner!s) mpectfully request(s) the probate of the last will and codlcil(s) presented herewith and the grant of letters of administration c.t.a. (tellamentary: admlnlmatlon C.l.a,; admlnhlllllnn d,h,n.c,t...) theron, i ~~ r ~l '0'0 ij,u -;1c.. ~'o ! VI iffi"v '6.) 7 '/) ~~~n~~:~ St. CarJI91<:>, P ^ J 7011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PI<:NNSYLVANIA '} 88 COUNTY 0(<' CUMBERLAND .-- . The petilloncr(s) above.named swear(s) or affirm(s) that the statements In the foregoing petition are true and correcllo the best of the knowledge and belief of petltloner(s) and that as personal represen. tativc(s) of the above decedent petltloncr(s) will well and truly administer the estate according to law. Sworn to or arrirmed ~II1)1} subscribed { ,.-r, ..d,/ ,,;7":,'~' ):', '7 -~ I before me this __L -' . ___ day of - .'- . _ ( }?.l!L- II\. ". ,/ ".1'"," .'/ LlJi11r!d:J. (J.:L,/w ^--~..7!iI-fit/tllt9 Mary C. l,cwls NeMI.I'ler. ' ~' ,!o\ . [- II-I.~ ,Ail- c;V No. 21-94- 278 Estate of ___ Harry H. Drake , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAR C H 23. 19~, In consldcratlon of the petition on thc reversc side hereof, satisfactory proof having been presented beforc me, IT IS DECREED thai the Instrument(s) dRied Marah 2, 1978 , descrlbcrlthereln be admitted to prohate and rued of rccord as the last will of Harry H. Drnke and Lellers of Admlnl~"rAllon a.Ln. arc hercby granted to Stephen D. Tiley FEES Probate. LCllers. Etc, ,., , . , . " S 40.00 Short Ccrtlflcates( 2) , , , . , . . , " S--6...llO- , Rcnunclation ..""....,...,, S 15 . 00 X-Pages $ 12.00 JCP TOTAL _S~ Fllcd ........ .~~~.C,~, ?~... .19M.. , . , .,. , .~(!) tuWl~ fJ-~ (JiJ7. rito fro R.slll.r or Will. MARY C. LEWIS Frey and Tiley by Stephen D. Tiley #32318 ATTORNEY (Sup. Ct. 1.0. No,) 5 S. Hanover St.. Carlisle, PA 17013 ADDRESS 717-243-5838 PHONE , " Il';' (n', DOC 0:, r" 'l'~'C:( U< , , "II. [-,I ('-, ';1' In , ~. , ',j, l," ;~'1 .z... " '"I ~_~r ..~i ~ {.J\ . uu ..< U /~ , ", , ,'I'; Called attorney on 3-23-94. . . "' " . . . I, HARRY H, DRAKE, of the Town of Morris town. in .the County of Morris and State of New Jersey, do hereby make, publish and declare this my last will and testament, hereby revoking all wills and codicils to wills previously made by me, in manner following, that is to say: FIRST: I direct that all my just debts, funeral expenses, expenses of my last illness and costs of adminis- tering my estate be paid as soon as practicable after my death, SECOND: All the rest, residue and remainder of my estate, real and personal, wheresoever situate and of whatsoever the same may consist, whether. in possession or remainder, which I shall own or which shall be subject to my disposition at the time of my death (all of said prop- erty being herei.nafter referred to collectively as my "residuary estate"), I give, devise and beq\leath to my sister, HELEN DRAKE, if she shall survive me, In the event my said sister shall not survive me, I order and direct that my residuary estate be distributed ~nd disposed of by my executor in the following shares and proportions: (a) Eighty per cent (80%) thereof to AMERICA'S KESWICK, Whiting, New Jersey, to be used and expended by its governing body in any manner it deems appropriate; and (b) Twenty per cent (20%) thereof to WASHINGTON VALLEY CHAPEL, Morris Township, New Jersey, to be used by its governing body in any manner it deems appropriate, If either of the bequests under the preceding . " . . . paragraphs (a) or (b) shall fail to take effect, the be- quest so failing shall be added to such of the bequests as shall take effect. THIRD: Subject to any provision inconsistent herein contained in this will or any codicil hereto, I or- der and direct that, in making any division, settlement or distribution of my estate. whether for the purpose of pay- , ing legacies or distributing shares or portions of my es- tate, my executor is authorized and empowered, in the exer- cise of its judgment, to make any division. settlement, pay- ment or distribution in investments or property which I shall own at the time of my death or which my executor may have acquired, or in money or partly in investments or other property and partly in money; provided, ~owever. that my executor shall make all such divisions, settlements, pay- ments or distributions on an equitable basis taking into ac- count the fair market value of the various items of prop- erty on the date or dates of distribution. FOURTH: I nominate, constitute and appoint AMERICAN NATIONAL BANK & TRUST OF NEW JERSEY, with offices at 65 Madison Avenue, Morristown, New Jersey, or any corpo- ration which under the laws of the State of New Jersey or the laws of the United States of America shall be the suc. cessor to its trust business, whether by merger, consolida- tion or otherwise, as executor of this, my last will and testament. The word "executor" wherever used in this will shall be deemed to refer to the executor above named and to II any person or corporation appointed as administrator with I - 2 - . . . . the will annexed. I order and direct that the said AMERICAN NATIONAL BANK & TRUST OF NEW JERSEY, or its successor as aforesaid, shall not be required to post any bond or other security for the proper discharge and faithful performance of its duties as executor hereunder, in the State of New Jersey or elsewhere. FIFTH: If any beneficiary under this will shall die ,in such circumstances that it cannot be determined which of us died first, such beneficiary shall be deemed I to have predeceased me and my estate shall be dist.ributed as if such benefiCiary had, in fact, predeceased me. SIXTH: In addition to the powers herein specific- ally granted and those given by law, my executor, in the exercise of its discretion and without any order of Court, may: (a) Continue to hold and retain any and all bonds, stocks, evidences of indebtedness, real or personal property and other investments which may form part of my estate or which may become part thereof, notwithstanding the fact that any or all thereof, or any portion thereof, individually or as a group, may not be authorized by law as legal investment.s for fiduciaries or notwithstanding the fact that the enUre estate or any part thereof (no matter how large a part) may be invested in the stock or other se- curities or obligations of one corporation or in only one kind or class of investments or property; (b) Horrow from anyone, inc1ud1.ng itself, indi- vidually or as executor under this will or any other - 3 - " . . . instrument, with or without pledge or mortgage of any as- sets of any such estate, any sum or sums which, in the in- dependent judgment of my executor, may at any time be nec- essary or advisable to provide funds for any obligation or purpose which it deems proper; (c) To invest or reinvest the whole or any por- tion of the money or property at any time constituting my estate or the proceeds thereof, snd all accretions thereof and accumulations of principal and income thereof, in such common or preferred stocks, or interest and investment funds, mutual funds, one or more common trust funds (of the corporate executor or others), bonds, real and personal property and other investments, whether such investments or any property included therein or covered thereby, shall be within or without the State of New Jersey, as my execu- tor may deem advisable and for the best interest of my es- tate, and my executor shall not be limited to investments authorized by any decision or statutory law, ruling of Court or principles concerning the investment of trust funds, or the amount which shall be invested in anyone investment or type of investment and even though all or substantially all of the funds may be invested in common stock or so-called "equities"; and (d) To exercise any appropriate powers enumer- ated in Section 2 of Chapter 270 of the New Jersey Laws of 1968 (N.J.S.A, 3A:6-l6.2), as the same is presently in ef- fect, or as it may hereafter be supplemented or amended. SEVENTH: I order and direct my executor to pay - 4 - . . . . . . . from the property and estate which I shall own at the time of my death, without right of apportion- ment, deduction or reimbursement, all estate, in- heritance, succession or other transfer. taxes and death duties which shall be assessable upon or by reason of the inclusion as a part of my gross tax- able estate of any property or interest, real or personal. My executor is hereby authorized and empowered, in its judgment and discretion, to com- promise and settle any and all such taxes and charges, direct or contingent, and any and all claims either on behalf of or against my estate, without asking for or obtaining instructions or approval by any court or any person interested in my estate. EIGHTH: I again hereby revoke and annul --- any and all wills and codicils to wills by me at any time heretofore made, and I declare this in- strument to be my last will and testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this '2"" ,) day of f~ I~/~ G {'I One Thousand Nine Hundred and Seventy-eight. . -' \.- ("/" ;' , )( .1 I' (I _)/ i ),.1'2.._ (L. S . ) HA~R'l H, DRAKE The foregoing instrument was SUBSCRIBED, SEALED, PUBLISHED and DECLARED by HARRY H, DRAKE, the testator therein named, as and for his last will and testament, in our joint presence and we, at the S8me time and at his request and in his presence and in the presence of each other, here- unto subscribe our names and residences as attest- ing witnesses. ') ';"( , ;,)!,) IJI/.~I..{l", /,1)' 1',/hl)jJ.,.1<dv) ._ v I 'J . I" : 8,j (:,,).: NilJ01 Id {"'I S~II\I'I\"'\'i:lfV..y - 5 - '1', " " II'" " .\', ,. ," , , " '1'11 " '" " " " ",. " II 1':,1' , p' " 'y, I' .' " " " " " " 00' 'Ii' '" ,I ,',,' " i'li I." ,I ,," , " ., " , " , ,,' " .. "4' '.,P.' 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I',l' Ij l'n_. ,I' , , """1( ,', 1'1; "1-' .' ,.. t' " 'i' " '. ii "I' " I ,1<, " " "j, (i i' !i " .. .' "I , , , " I' , " " '" " " \, I; "-..,, " '. " ! , " " 1,1' " '" '0 ". / " " I, ,. " ;, '. i; 11\1 I I ., ,I.' " ..' ,; " 'i, In ~:n I,-.;~ l""\ ,lD,; 'I, ('oJ C;\.. t': o;i: ,.)~ \ ..: I, ,\I, :,i , ,,: " " 'I: .d. " 'r:) ',i." ,I'" II," " " :, " "1': " ,,"J " t t.r\ ..- " I!' , " " " I, " \ ,-.' " " " ;3\' " , .('.1 ~a' ,'1 I' , 1-',' , I"( \to ~ Ii, " " II' ',oj I..'; I.l,l",) \{~ it 0:: I', , , " \'1', , " , " ," ~ ' :/: t", Ii' , ,i " '11,' I; "I' I' " I' \. ,-- ",i',', ;, I)"'" t. , , '; I' ,. II " " ,I' " ":., " "l, " ;11 -.1 ;11"\ , il_'l. 'Ot " ,i' fI " I; " iI ~- ',! I' 'I, ,. " " " " " ," I' " ',j" '-', " I' , j, " ". ", \ " .' , , \ ,.,;li 'j' "j 'j.J. " " .,,(' 'i" , , " \... I" ., ' " h', d' '! , , ,;" 1'1' ,I " !f i,\ I'" ir ,!' i' .1' '" ,i Ii I'. '\' '.i " I , J,'_ "~I 'ji I" I" , " ',i] ,I: , " 1;''- \j, ,., .i','i 'I ,\ \" Ot I'" I,l- l, 'I', I' h ': .. ';1,' !" ,I ;f!, :' 'I i;' , ,: " ,I' I.' :; .' ,I' ;'.", . , ': ,. , " 'll' ,,' ,I' " I ~. . , ' I' , ' I ._.-.. .""",,'1....."""-,_..... ...~.. .. 'r." . ~"... ..' . I' ;..';' I' RENUNCIATION .21 - 94 - 278 In Re Estate of HARRY H. DRAKE deceased, " To the Register of W!lIs of Cumberland County, Pennsylvania. The undersigned Executor , of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) thaI Lellers of Administration c.t.a. be issued to Stephen D. 'Nley , -' WITNESS~~ I'~r{>t-' .i eL FoziJ/'/ArJ. (' '( r.l hand this r day of 'e~, , 19~;; PRINCETON BANK AND TRUST COMPANY Successor 0 erlcan National Blink &. Trust . Company of New Jersey ~ <:. (Slan<lUre) V/CG' flllfZsl/JEtVr 225' _S;tAi-~ fl., l!orrl.J-!1)J!!1I 1/..:;; (Address) I 079' v , . (Slanalure) ,'j.~ 0)' ;~.: ~~ (Address) (.'I . ~f tll '.0.; " .~-~:~ ..- , , ,Ct. '~, (Slanature) ~ , ~'.~ ; ::i i.J If) ., CLlu:: ~::r E ce, p'I .,1J2 ::3 (.)() (Address) '. 6 RIVoIloo 'x. (IHAI ; ;"-".". ., '. :':'.:. . "P .:.('r {1"r'I""':'~ ~'rj.'I". ~\..<. i-fli, .;J", t- , ~ I ~ I Drake, lIarry H. tl i \0:,,"1/ '. :,f .:u ~l'Y ',lI/',ljf,' W I i ll:~-O(:,';,~o~~''''" ~a:::.c u..u ~oo u~~ .. ~ 1 Roal E,lolo (Sch.dulo~1 ( 11 1, :'Io,k, ""d Rond. (Schcuulo RJ ( 2) I 3, CIJ,"ly Hold SloeklPCI"norlhip Inlo,o,l ISch.dulo C) I 31 ._........, ..", ".._.. 4.. Maflqo!)o. ond NOlO! Rocoivoblo ISch.dul. 01 (41...,......... .................. 5 Ca,h. Bonk D'POlllI & Mlscelloneou. P...onol Properly( 5)_....... ISehodule EI 6, JOlnlly Ow"od P'oporly (Schadul.. F) 7, :"n.'o.. (Schedul. GllSchedule LI B TOlal G'OIl AIIOI' (10101 Uno. 1.71 9 Funu,ol Exp.nlO', Admlnillrali" Call., Mlleellaneoul { 91 __.,.-_----A.JJl_4...71-- E.pe..o. (Schodul. HI 10, Dobl., Mo'lgago L1ohiilllol. Lion, ISchodul. II 11, Totol D.ductlon, Itolol linn. Q & 10) ,12, Nol Value 01 E,'ot'lliM 8 mlnu, line 111 ~13' Charitobl. and GOI'orn,nental 9,.Q"Olll ISeh.dul. J) __ !~:.~3!..:?~. SU~I?.'!--'.o..!:'.,,-Jline,12~inu~,~.!2L. 15, Amount 01 lin. 14 laxable 016% role 1151 Ilnciudo valuo, ',om Schodul. K a' Schodul. M,) 16, Amounl 01 IIn. 14 toxahle 01 15% rate (Indud. valuo, I,om Schedulo K or Schodul. M,I ,17, PrinCipal to. duolAdd tox I,om lino 15 ond Irom line 16.) : 10, Crodiu Prior PaymenlS Discounl fill NUMBlR '~ 0,., .~ h\\.\.: "'\ "~\J..I.~ fQI.\"IONW:.,l,LTU Or P~rw~'!'~VAl~I^ Il~rl.RIMHl\ 0f I:;.V~NU[ OEP\ J~liWl HAHlk,ClIRO, "... 1111&.JWI INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 21-94-278 .\ l.imllud ell(lI(1 COUNTY CODE Yf^R,,____ "....!:lUMBER i. 'lftnNi~itfIt-ITii'i\[ j' ;"':.-.~--..- ----:..-...;.:..~.-..:.~.~.;...... .......;_.:.._:_:.O':"'.:.~lt~:lton il:".';; O)Mrrht'itlf~~sI..;...:..-- . .--..-----:----~.---==-.: J Sarah A. Todd 1I0rne I 1000 West South Stroet l Cal'lIslo, PA 17013 , "'''''' Cumbel'land I ! J Rctnnlndo, Rolurn I'nr clair' 01 dnalh prio, 10 12.1~,821 j 5 Faderal Eu(lto 10,1( Rnlurn RlIquirlld .2_ 8, Tolal Numbor of Snle Depo.11 Boxa, j[)~1t ()I I'(,U!~ jO"A,'i(i)i Wl\~f 'April 20, 1993, Fob. 2, 1907 ? Supplomonlal Return ,10 fuluftl Inlo(ost Compromh{l I'n, dolo' 01 clotlth aft., 12.12.021 ~~ t" DOl.'odorll D;~:lll!)I~111) I I' Docedonl Moinlninud (t living Trull I l'\IlClch copy '.If ','IiI') (Allmh copy of Trui'l , :,~~'l ~!?~.~!!~C;:N,iir~c(~f-lD~_~~!!~..E!i'f~[j~KT~~~M~T!~~~/)!f.~~~~~ TOI =~~---=~~-=-~-,-,-\ji " ~ i "IA,Y.l' COMrlt H ,1,\1 ..INO A 1llIU;)~ I..r. ." nn_Fro!,__~~~.~~I~~._ , ._.....___. C5 aSrOlulstlhe llpaAnolv7eOrlS3treet Hlr iJl'(l1'1f NUM&~~ , 243-5838 '-~"'-"-'-"- ...-.....-- .... _. .7~"-_'';~:-';;~=.-;::;:::.,,~~~--=,-;,~::, -..-...--.--------------.--..---.. ,.. ...__.__.'.__.__.__..___m.____. r-) C' :TJ ',1 (, 1,597.68 z o 3 E .. :3 ... CO ( 61 __...___....._____...........:..,_ I 71 -....-...--__..____.__.._____.... I 8) ___._.,_._l,,~n&t,__ (101____.. 1111. _--7!t1~h1!)..... 11 ,3,107.03 21 __._.n__n_______.___._. 11~1 -.--.--. (141 ,-l.3110.7..D.3L x .06" (161_._ ,_.___..x .15 = z o ~ ... ::> .. ~ V ~ 1171 InlereSI + (1 BI 1191 , 119 II line \8 I, g,onto, Ihan linn II. onlo' tho dlllo,anco on Iln. 19, Thlll'lha OVERPAYMENT, I mil 20, IIllno 17 II grooto' Ihan lin. 18. enlor Ih. dlfferonco an Iln. 20 Thl"'lho TAX DUE. A Entor Ihe Inll'lro,1 on tho balanco duo on Iino 20A. Cb~c~ horo If you oro rcquesting (l ro'und of you, ovcrp(lymonl. 120) 120AI (20BI 1\ Enlo' the 'otul of linn 20 nnn 20A on Ii" 20B, Thl' " Iho BALANCE DUE, Maka Chock Payabl. 10' Regll'" of Willi, Aganl ....--------- --;;-8isl;REToANswe"-ALLQUESTIONS'OtUE;;,iRSiilDi AND"TQ RICHICIi MAtH..... . --.. , '/~ " Unci;-p;;~'lti;,' ~rr;~;jC;y: I declare IhC;i-lfl-;;~'~-;~;;-;lj~~~dlh.j.;-;-~h;~iMludjng -c;c;~;~~yjng Iched:;j~~ and',to!omnn';', and 10 -,h;b;;i 01 myknowiodgo -o-;;;rr;il;r, ill, Irvo, COffllct (ll1d (Omplola. I declaro Ihcll cIIl reol 0\1010 ha, bllon reporlod Clllrue marko! yolu." Declarolion 01 proptuor ol~or thon the perlonal roprll'onlallyo Is bOlod on aU inlo(molwn of which proporur hm any lnowladgo siQ-NAT'tjiir-' f(ifsb hf~~{)"~Eijlr"I.)R flil~lC' 'ol iuii.XO(ln~-~"-- . ... ...-. ---,... . --. -... . .~- .-.-- ...,- ---. - .-... -- 6,,,.'IT"..... ....- ." -..- <,"" I.. ./-~' ~), ? /1) 5 South IIllnovor St., Cal'lis10, PA 17013 Muy 11,1994 ~IGNA );(6' "" 'j~I:If'~): ",IYl."I:~ll~';O~~'t::h III1'n~vol' St., Carlislo, PA 17013 D~~y; \,1:OJ4. 4',.....,................... ._.,. ....., ,. " ....... , ' ...... _._...."..~. .._....~,......~.._-.-..-............_--- nV.ISOIIX+ 12111 1 ~_ SCHEDULE E j ~ CASH, BANK DEPOSITS AND COM~t?.I'..t\~Ur,~~t'r,~J~~ANIA PEMRSIOSCNEALLLApNREOOpUERSTY_' R1IIDINI D1C1DINT ESTATE OF - Pleale Prlnl or Type FILE NUMBER IIARRY H. DRAKIl 21-94.'278 (All p,oporty 10In'ly.own.~ with tho Rleht of S",vluoflhjp-mu,t bi-d~''-I!,-;i;';-!c~!.~ul;F1~-==_____ ITEM NUMBER DESCRIPTION , VALUE AT DATE Of DEATH 1. Balanoc Chemloal Bank chocking account #0122-079601 1,597.68 'i' " , , , : " , " .. " ,f; "j, " , i' , : , " " , I , i " , , j', " , I' I', , " '" " , " '; , " , , " " ',''-' " , " ;" I' " " ( i' " " , ", \i , " ,.,1 \., ..----_..---~_.~- " TOTAL (Allo enle!..'?.'!J!ne.~!.~eco.p.itulotlon $ " 1,597.68 (Atta(h additional BYJ" )( 11:' ,heeU II more 'pace I, nllOnlld.1' "'"11''' 17,111 , :J SCHEDULE H '&:~ FUNERAL EXPENSES, COMMONWEA~H Of PENNlYlVANIA ADMINISTRATIVE COSTS AND II~HfRITANCE TAR RETURN MISCEllANEOUS EXPENSES Pl. a.. Print or T . RESIDENT DECEDENT _ _ _ __. ESTATE Of fiLE NuM'lilr HARRY H. DRAKE _.._ ___________ 21-94-278 DESCRIPTION AMOUNT ITEM NUM8ER 1. Punllal hp.n"'1 H. T. Hall, Inc., grave marker .810.00 A. 8. Admlnl.trotlv. Co.t., 1. Penonal. Representative Commllllons 0.00 Social Security Number of Personal Reprosentatlv81 Year Commllllons paid 2, Attorney Fees 883.08 3, Family Exemption 0.00 Claimant Relationship Addrell of Clalm~nt at decedent's death Street Addrell City Slate ___ Zip Code 4, Probate Fees 78.00 C. MI.c.llan.ou. Exp.n..al 1. Cumberland Law Journal, advertising Letters 40.00 2. Register of Wills, 2 short certificates 6.00 3. Belvedere Medical Corp., final bill 24.11 4, Sarah A. Todd Memorlalllome, final bill 2,753.52 5, Register of Wills, filing Pat Inheritance Tax Return 15.00 6. Notary PUblic fee 6.00 7. Reserve to file Acoount 89.00 8. TOTAL IAllo enler on Itne 9, Recapltulatlonl S (If maTI .pac. II n"d.d, In,"' additional .h"h 01 .am. .111.) 4,704.71 / ~ I;;;" RI!V.1947 I!X AFP 110093* COHltONllEAlltl OF PENNSYLVANIA OIPARTH€NT or nEVENUE IUREAU OF tNOIVIOUAL Ims OIPT. za0601 HARRISBURO, PA 171za.0601 I Lf - c.;(()O.- C)J NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR OISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ACN 101 DATI! 09-26-94 FILl! NO. IlATI! OF IlI!ATH 04-20-93 COUNTY CUMBERLAND HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REOISTER OF WILLS. HAXE CHECK PAYABLE TO "REOISTER OF WILLS, AOENT" REMIT PAYMENT TO: FREY AND TILEY 5 SOUTH HANOVEr< CARLISLE STREET PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A~ount R.~I H.d I CUT ALOND THIS LINE ~ RI!TAIN LOWER PORTION FOR YOUR RECORDS ..... REV: iS47' - Eif -A FP" n 'jj: 93"1 -NoYi c niF -'"iNH Eiiif AN-C E - 'fAx - iiPPRA-i S EiiENr; -j, LreiWAN-CE -iiri - - - - - - --.. - - - -. -. DISALLOWANCE OF IlEIlUCTIONS AND ASSESSMENT OF TAX ESTATI! OF DRAKE HARRY H FILE NO. 21 94-0278 ACN 101 DATI! 09-26-94 TAK RETURH WAS. (X) ACCEPUD AS FILED () CHANOED ' RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rul Eatat. ISch.dul. A) (1) 2. SIooka and Bondi ISch.dul. a) (2) S. Cloa.l~ HIld SIock/Parln.rahlp Inl.r.al (Soh.dul. C) (5) 4. Horlga;../Nol.1 Rlcalvabl. ISohldul. D) (4) 5, Cuh/B.nk Dapoa1la/Hlac. P.r.onll Prcp.rt~ ISch.dul. E) (5) 6. Jolntl~ Ownld Propart~ ISchldul. F) (6) 7. Tranafera ISch.dull 0) (7) S. Tctol Au.to ,UO .00 .00 .00 1,597.68 .00 .00 IS) 1,597,68 APPROVI!D IlEDUCTIONS AND EXEMPTIONS I 9. FUnlrll E.p.nl,"/Ad~lnlltrat1v. Ccato/ Hlac.Uanacua EMpanau ISchadull H) (9)_ 10. Dabla/Horlgag. LlIbUIU.I/Llanl ISch.rlull I) (10) 11. Totol D.duoHona 12, N.I Vllu. of TI. Rolurn IS. CharI1abl./Oovlrn~.nl.1 Baquaall (Sch.dul. J) 14. N.I Vllu. of E.tll. Subjaol 10 T.. 4,704.71 .00 Ill) (12) (15) (14) 4,704.71 3,107.03- .00 .00 NOTEI 14, 15 and/or 16 and 17 will returnl alleleed to date. If an allellmlnt wal illuftd previoully, linel refllct figurel that inolude the total of ahh ASSESSMENT OF TAXI IS. A~cunl of LIn. 14 ta.abl. 01 6% r.I. 16. A~ounl of LIn. 14 la..bl. at 15% r.I. 17. PrInolpl1 T.. Duo TAX CREDITS: PAYHENT DATE (15) (16) ,00 X, 06 . ,00 X.15' (17) ,00 ,UO .00 RECEIPT NUHBER DISCOUNT (') INTEREST (-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTI!REST TOTAL IlUE .00 .00 .00 .00 . IF PAID AFTER DATE IHDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL IHTERESi. IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SeE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) " " " " , " ,., ,I' """ .1, , , " " " , I'J! " , " " " ;",' ", , " I, , .. " , ". /,' ,; OJ \ i, " '" .,,1 ", I " I, ,I _AlIO'" E.tata. ., _to d~l.. .. or bolora Ooo_r 12, 1911 -- II any futuro Intoro,t In tlMo IItat. 10 tran.ferrtel In po.....lon ,or Wljo~..nt 'to ell.. . (ooll1tlreU btntfJot,rlu of the doMdtnt aft" thl IICPlr,Uon of In~ IItlte for 11fe or for ~..rl, thl COMOnWlIUh hereby IICpr...1v r...rvlt thl right to IIppr.", and ...... trln"1r JnhlrSt1nCl1 TI.II It tha l...ful ChIt . (00111t,rl1> ret. on an~ .uch future lnt..,..t. _01' .... To fulfill the requlr...nt. of StOUDt1 2140 of thl Inherltlncl Ind Elt,t, TIM Act, Act 22 of 1991. 72 PIS. SItU.. 2UO. _TI Deteoh the top portion of 'hit Notle. and lubIIJt with ~our PIVont to thl AI.ht,r of Nlll1 printed on the rev.r.. dele. --IItle. _ or "MV order P...llla 101 REDISTER OF HILLS, ADENT AU P8YRnh r,*ollvld thlU flr.t be Ippllad to anv Interllt which '"Y be WI with any re..lndtr appUed to t~ 'IX, ... (aUI A r'N1d of . tJlC oredit, whlc:h WI. not r.queltad \)n thl hx R.turn, "Y b, rtqUlltfld h oOllphUng an "AppllolUon for At~ 0' Penn.vlvanll InhtrltlnCll Ind E.t,tl Tlx" (REV.l!I!). ApplJoltton. Irl IVIllebl. It the 0"101 of the R..lItlr of Willi, any 0' the ZS Rlvenue Dhtrlot OffJo.., or bv elUln. thG .peel.l Z..hour ~rl", Ilrvlol nuIbIr. 'or for.. orderlngl In Plnn.vlvanll 1.100-562.2050, out. Ide Plnn.ylvlnl. end .ltIIln 1_1 Hard'burl arll (117) 717-IOM, TDU' (717) 772-2152 (Hoar I.. '....Ired Dnhl. MatTI". An, prty In J~tlr..t not ..tJlfled with the apprtlt...nt, .11owancl or dl..Uowlncl of deduction., or ......ant 0' tlM UnclucUnt dhaount cr lntltllt> .. .hown on thll NoUOI lU.t obj.ot wlthJn.hct~ (60) dlY. of rlcllpt 0' \hll HoUCI bVl "..rIU", prot..t to the PA DIPlrt..nt 0' RIVlnul, la.rd of APPIIlt, DEPT. 2'1021, H.rrltburg, PA 17121.1021, OR ....leaUon to MV, the ..Uer det.rlllMd at ludlt of thllCcount of the plrlcnol r.,rt'lntIUV', OR ........1 to thl OrPMn" Court. - _nw ~cna'.h FeaM! Irrors dllClovlr.d on thh ......nnt 'houlct bl .ddr....d In ..rIUI'lg tCI PA Dlfrlrt.."t of RIVlnut, lurlew cf fndlvtdull TIMI', ATTNI Po,t A.....lent RlvlON UnIt, DEPT. 210601, H.rrlsburg, PA 171Z'''0'bl Phone (711) 717.6505. S.. p.gl ! 0' the boo<<let "In.truotlon. 'or Inherltlne. T.. Rlturn for I Rltldent, Dtoedlnt" (A!Y.UOU 'or an upllnaUon 0' .dIIlnhtratlvlh ccrrlotabll error.. If *1Y nN M II Plld within thrll (3) Cllender lIonth. after thl dleldent'. dllth, . fiye ptroent (IX) dllClount of thl; hx Plld JI 'UcWld. ~I _Ill Interllt II chtrQld tNllnnlng with Urlt day 0' dcIl1nqulnoy, or nJne (9) IOnthl and ani (1) d.v #1'011 thl dl" c, dll'h, to the d.t. cf PI)fIHtnt. TlMIt whlnh ble... dtllnqu.nt bl'or. January I, 1912 bur Inter... It thl rlt. 0' .IM (6X) percent,plr ~ allculltld It . dilly r.t. 0' ,000164. All tIMI' which biOI" dtlJn~t on .nd I,t.r Jenulrv h 1912 wUl bur Int.r...' .t I rDte which Hill v.ry 'rOl cIl.nd.r Yllr to clllndlr VOIr with thl' rite IMOUnotd bv the PA o.plrtllll'lt 0' RavlnUI. Th. ,ppllolbll lnter..t "t.. for 1912 through ~9t" .rll Vltr Intarllt Rita D.llv Intlr..t Flctor :!!!! Intlrllt Rite Oalh Inter..t rector - I9IZ zax ,Ooml 1916 lOX .000276 191J 16X .000451 1917 9X .000267 "" IIX .000501 1911-1991 IlX .000501 1911 UX .000116 1992 9X .000267 1991'1996 IX .000192 .~Intarllt II c.lculltad .. 'ollow'l IHTERElT · IALANCE OF TAX UNPAID X NUKIER OF DAVS DELINqUENT X DAILV INTERE81 FACTO. .-Any NcItla. luutd I,ter thi 'IX bao;)ltfl HlInqUint will rlU.ot .n Intarltt,o.loul.Uon to 'Iftlln (11) dlVI be~ the date c, thl .......ttnt. If PIYHf\t It lieN .fter thl Inter..t cOIPUteUon d.,. shown eln thl HoU.., Hdlt1on11 tnt.,..t llU.tbt alloull'ad. "..~."'" '/,",'r "" "", ','n__''''''" "" ".., ,\ , I, ',I I' , ,. :.I " .., .,. ..., .V"'- .,............... ..~.... ~... ,.... ' , c CERTIFICATION OF NOTICE UNDER RULE 5 ~ Name of Decedent: Date of Death I Harry H. Drake April 20, 1993 will No. Admin, No, 21-94'.278 To the Regislera I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court ftules was served on or mailed to the following beneficiaries of the above-captioned estate on March 24, 1994 I Name Address America's Keswlck. 601 Route &30. Whltlnlt. NJ 087&9 Washlnlrton Valley Chapel, Kahdena Road. Morristown, NJ 07960 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except no exceptions Da te I March 24, 1994 - ~ 1__ M ;iJ.\-'L-- SIgflatu e Name Stephen D. TIley "Vi 7 L.~ r,", : :-.'( r..',1 . U) \ (I.. ( I l' (), ('-I r'-- :\:~ '" 'oJ ~ ,~u.. p, "j i.3u Address & South Hanover Street Carlisle, PA 17013 TelephoneJl7) 243-&838 Capacity: X Personal Representative Counsel for personal representative .. i,I '\ " , " " h .. " i,I , " , " , ': , " 'It.\ " , " "- , , '\0 i)(J'J .. r;j " ;'j ::,;3 {l, I: " \r\ ,- " ~~ ,', I\Q~ ()1(li " 1I II) '~ Q) CL:; ',!p\ cr.: " I " 'i " I' ,. d' " ,. ,';1< , " 'i, " " ,,/-, 'I' ,. " ,'il " "~I, ., . ", .t:~ !!C "10,; . ,-, Ifil f'l " c> I' .I " ',:~.,\l ...... ,~ CJ, . I" i, i/.,' I " " " I' " 'i,I" Ji ,Ii" ".' I' 'i " t" ;.' ';~ ", 1\ I. ',. ,I" 'iI' \1 " " ',I , " I' 'Ii " H' ,Ii' " "'j. 'i ,. ,p " " " ,,' ,. ',; ,. , " q '., .. 11: 'I. 1'_; r,-l' .. ;; -.', I. 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DRAIUl, I,ATE OF TilE DOROUOH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED DATE OF DEATH: LETTERS OF ADMINISTRATION ADVERTISED: CUMBERLAND LA W JOURNAL April I, 8, and 15, 1994 APl'lI 20, 1993 ESTATE NO. 21-94-278 THE SENTINEL March 29, April 5 and 12, 1994 PRINCIPAL RECEIVED Accountant charges himself with tho following principal amounts received: 1994 Apr. 19 Proceeds Prudential Life Insurance Policy #4A9410526 19 Proceeds John Hancock Life Insuranco Policy #004717322 26 Balance Chemical Bank Checking Account # 0122-079601 May 18 Proceeds Continental A~suranco Company July 5 Proceeds John Hancock ondowmont benefit under Pollcy "004483074 TOTAL PRINCIPAL RECEIVED 9,305.82 1,711.94 1,597.68 1,958.62 3,573.44 18,147.50 INCOME RECEIVED Accountant charges himself with the following Income amounts received: 1994 Apr. 27 Interest on Estate NOW account 3.81 May 27 Interest on Estate NOW account 18.22 June 27 Interest on Estate NOW account 17.30 July 27 Interest on Ilstato NOW lIccount 22.63 Aug. 26 Interest on Estate NOW account 26.37 Sept. 27 Interest on Estato NOW account 24.77 TOTAl, INCOME HECElVED 113.10 -I- . , . DISBU RSIlM IlNTS Accountant claims credit for the following amounts paldl 1994 Mar. 22 Register of Wllls, Letters of Administration c.t.a. 24 Cumberland Law Journal, advertising Letters Apr. 13 Register of Wllls, 1 short certificate 20 Registel' of Wllls, I short cortlflcate 20 Belvedere Modlcal Corp., final blll 20 Sarah A. Todd Memorlalllomo, final bll1 May 4 H. T. lIall, Inc., grave marker 78.00 80.00 3.00 3.00 24.11 2,753.52 810.00 11 Register of Wllls, filing Pa, Inherit an co Tax Return 12 The Sentinel, advertising Lettors Notary Public fee 10.00 124,24 6.00 Frey and Tiley, Attorney's fee Reserve to file Account 883.08 89,00 TOTAL DISBURSEMENTS 4,863,95 RECAPITULATION Total PrIncipal Received .18,147,50 113.10 18,200.60 Total Income Received Total Receipts Less Total Disbursements - 4,863,05 13,390.65 , Balance for Distribution -2- 'I. /: ,. .... R,OCc)I(j.. ,I i", . f r ' ," ,.1 ,. ;,) () 10(1"1"1 "\\/11 , ..' I, I j G STATUS REPORT UNDER RULE 6.12 '9') rEO "2 P 1 :55 Clod." '1' ~ " Curnli, '. . IL'I '" ,I 'jurI ... l,J\)'I'A Name of Decedent I Harry H. Drake Date of Death I April 20, 1993 Will No. Admin. No. 21-94-278 pursuant to Rule 6.12 of the supreme court orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is camp 1.(ltn I Yes X No --- .~- 2. If the answer is No, st.ate when the personal representative reasonably believes that the administration 1'1111 Ill! complete I -'- --- 3. If the answer to No. 1 is Yes, state the followIng' a, Did the personal representative file a (l.1\/l1 account with the Court? Yes X No b. The separate Ol:phans' Court No. (if any) IIlI' the personal representative's account iSI c, DJ.d the personal representative state 1111 account informally to the parties in interest? Yes_---- No d. copies of receipts, releases, jol.ndora I1nll approvals of formal or l.nformal accountS may be filed wl.th tho Cerk' of the orphans' Court and may be attached to thl.a rnport. ,I Date I January 31, 1~95 ':..--------" --r~ -,' ,V:fill' /' ( , 'SignatJure -..--...------).. Stophon Jl.0.'IIl!y'__.._. ---- ---1..........'---., Name (Pleaso typo or pr,l\l.) ~.jln\!2~1'~\'J_(11IrIIHloLI'^ 1701:1.", lIddress Ll!.L~~~:~~~H... ",,-- 'rel. No. capacity' J__porAolIlll lloprl1flfJIlt.lll.lve ___counDol fol' pO 1'1101\/1 1 roproAont:llt I VB (MAH' rmf/ AM3)