HomeMy WebLinkAbout94-00524
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PETITION .'OR PROBATE Ilnd GRANT 01<' LETTERS
Eslal~ of Dorothea C. ~~_!!9nJL___ No. _____~J-:!ltf_~d.!/::--
also knowlI as ____________.. To: .
____ Register of Wills for the
Decl'Clsl'c/. County of ~mperlanlL. In the
Social Security No. _ 195-:32~34 ___ Commol\wellllh of l'ennsylvlIl\ill
The petltloll of the ullderslgned respectfully represents tlmt:
Your pelltloner(lO, wholsillK: 18 yellrs of IIge or older IIn the exccuI.Qr____
In the last will of the IIbove decedent, dllted __...~!!g.l:!_s_L 27__.._____
1lI1dX000000kllro<CIlKOd _ ---------.-------.-
~'Wled
,19~
(~lalc rcl.cYIIIII Citl'l1ll1slllllCCSt e,g, rellunclatiun, (iClIlh of c:'\cclllor I Clll.)
Decelldent WIIS domiciled lit dellth In _........Q\lmb_~rland ___-= County, fqnntlvanla~ with \
1L.g,t-last family or prlnclplIl residence III _-11?_Wes;lej' Dr~ ve, Lt uc, r'l\p~-\V..~'J
Mechanicsbut.g:, PA __.1_2.025..__________
(ll~l 'itrCCI, numher uud 11lllncipnlllY)
Decendent, then_ 88 yellrsofllge,dled___MaV 28 ,19~.._,
at Bethany 'lJ..1lag.lU-l2.5..J'l.rney...nr.iY!iJ__.MeQ..lJ.anicsburQ, PA .
Except as follows, decedent did not marry, WIIS not divorced and did not have a child born or adopted
after execution of the will offered for probale; WIIS nol the vlclim of II killing and was never IIdjudleated
Incompelent: Non~___
Decendenl at dellth owned property with eslimllted vlllues liS follows:
(If domiciled In I'a.) All personal property
(If not domiciled In I'll.) Personal property In Pennsylvnnia
(If not domiciled in Pn.) Personal property In County
Value of real eslate In Pennsylvania
sltualed as follows: None
$ 180,000.00
$
$
$
WHEREFORE, petltloner(Xl respectfully request(s) the probate of the lasl will xMt<~)
presented herewith and the grant of lellers testamentary
(a'SlnmcnlarYi ndmlnlstrnllon c.I.a.; ndmlnlstrallon d,b,n,c.l,a.)
theron.
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. Cor <Stat s Bank, N.A.
(formerly Hamilton Bank)
Phyllis J-,_Harmon L-Trust_Officer
30 North ThIrd Street
P.O. BoxLOi1
Harrisburg, PA 17108
1/7 . ;;1:311- d1 ~-'-/
OATH m' PERSONAL REPRESENTATIVE
COMMONWEALTH 01-' PENNsnv ANIA } 88
COUNTY 01-' CUMBERJ.J\ND
v'"
Sworn to or affirmed and. SUbscrlbed1
before me lhls 8TH . day of
"Ilk J(~E-':""---+-&- ~4
. JJJ LUJ t2.u./&ll2:1. ."
OtiA'RY C. LEWIS RI'!:ls r
~I tf
The petilloncr(lt) above-named swear(s) or nffirm(s) thntlhe stntements In Ihe foregoing petition are
true and corre_tto the best of lhe knowledge and bellcf of pelitloner(tlllnd that as personal rcpresen"
taliveuv of the above decedent petltloner(1ll will well nnd truly ndmlnlsler the estate according to law.
CORESTATES BANK, N.A. (formerly
. _Hamilton_Ba.nlU ~
=-~l#~j)~ .-:7- 1
____~J. Harmon
__UusLOftl.o.or-______ :
No. 21 - 94 - 524
Estate of
DOROTHEA J. PARSONS
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUNE 13, 19~, In eonsldcration of the pctltlon on
thc rcverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) dated- AUGUST 27. 1992
described therein be admitted to probate and flied of record as the last wlll of
DQROTHEA J. PARSONS
TESTAMENTARY
CDRESTATE BANK N.A. formerly HAMILTON BANK
and Letters
are hereby granted to
'[;11.&
FEES
Probate, Lettcrs, Etc, .....,... $ 235.00
Short Ccrtlficates(4 ) .. . .. .. ... $. 12 . 00 .
Rellunclation ................ $
X-pages $ 9. 00
JCP . B.OO
TOTAL _ $ ?fi1 nn
Flied """"" p.4~~. ,1.~, . ),~~q.. . , . , , . .
Richard L. Placey, Esquire
No. otr:frEY (Sup. CI. I.D. No.)
232 North 2nd St., P.O. Box 99
Harrisburg~DWSS 17108
( 717) 236-9577
PHONE
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Mailed letters and order to attorney on 6.1'~94.
WARNING: Il 15 11.l.EGAI. TO Al.n:1I nil!; cOpy Oil
TO DlJPI.IC:ATE IlY PHOTOSTAT on PHOTOGnAf'H,
COMMONWEAl TII OF PENNSVL VANIA
DEPARTMENT OF IIEAlTH VITAl RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. 2168585
.---..
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--~ollUll't'l(j~ Cefllll~llOf1
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Name of Decedent t:.a..,~(",~
So< .::;- ~S,,'" ,::"", No/1'[;.'U '$,-~1'. .',~. 01 0..::11"-( J.. IX / f 9'/.
001.01 ."h ~.!e '!"hp'''o._.I1~f'-<JI/!t,-:-.-=
Place of Deat . _' _______~:I_..f<:.-L--- Jt? @Id.=-~ Penns,ylvanla
Roo' ~;;;:; "00.. 1 'l[J~ Am,",';:,::;;:;;: :;~;r_fL.-.-
II ^ ~, De edent's J./ ^ ~ i
Marital Status ~I^'''' ~.>L- Mailing Addross ._.j.J.....[""....W.tL '.~". U;- :,t.,L-.'- --
~:~~::/#:t.i tt*i! ~ ,;;:::, O";'~ " , ::t'7iI''ZZ'
Funeral Establlshrne '- _w.~_z.L.CJL~t}----Y-::---~l :
Part I: Immediate Cause :
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Manner of Dea~ Describe how Injury occurred:
Natural ~ Homicide 0 ----
Accident 0 Pending Investigation 0
Suicide 0 Could not be Determ cd 0
(b)
~.---~-----~---_.---_.._.
(a)
(c)
.-_.~--_._.---_._.----
- ..--_._-------~--_.--
.-_.- - ---------
I
Name and Title of Certifier
-d,'r- k J /~ l. "I (M.D.,-D.a., Coroner, M.E.)
Address~- ---.-------d~17 -
This Is to certify that the Information horo glvon 15 corroclly copied from an original cortlflcate of
death duly flied with me as Local Roglstrar. Tho original certificate will bo forwarded to the State
Vital Records Office for permanent filing. ~,,:(.-/:' '. ,~f'f.:;f..4 ~2.2?::!
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LAST WILL AND TESTAMENT
OF
DOROTHEA C. PARSONS
I, DOROTHEA C. PARSONS, now of ~echanicsburg, Cumberland
County, Pennsylvania, declare this to be my Last Will and Testament
and revoke all prior Wills and Codicils made by me.
ITEM I. I direct that all my just debts and funeral
expenses, including the coat of my gravemarker, if any, shall be
paid from my estate as soon as practicable after my decease as a
part of the administrative expenses of my eMtate.
ITEM II. I give my four (4) diamond rings and my diamond
watch with diamond bracelet to my cousin, EDNA M. MCBRIDE, now of
Berwick, Pennsylvania. All the rest, residue and remainder of my
household goods, jewelry and personal effects I give to EDNA K.
MCBRIDE. If there are any of the same that she does not desire,
I request that she allow ANNA S. BROWN, now of Harrisburg, Pennsyl-
vania, to choose from those items what she may desire. Any items
then remaining may be disposed of by Edna K. McBride as she wishes.
ITEM III. I give to my cousin, EDNA K. MCBRIDE, the
sum of Five Thousand ($5,00.00) Dollars, provided that she is
living on the sixtieth (60th) day following my death.
ITEM IV. I give to ANNA S. BROWN the sum of Five Thousand
($5,000.00) Dollars, provided that she is living on the sixtieth
(60th) day following my death.
ITEM V. I give to the DERRY STREET UNITED METHODIST
CHURCH, 15th and Derry Streets, Harrisburg, Pennsylvania, the sum
of Five Thousand ($5,000.00) Dollars. If this Church is disbanded
or joins with another congregation prior to my death, then this
gift shall be void.
ITEM VI. All the rest, residue and remainder of my
estate, of every nature and wherever situate, I give and devise
"~o--~.{J~
Oorot ea C. Parsons ..
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to the UNITED METHODIST HOMES FOR THE AGING, INC., for its Bethany
Village Retirement Home Facility, Mechanicsburg, Pennsylvania.
ITEM VII. I direct that my funeral arrangements shall
be made by EDNA K. MCBRIDE and ANNA S. BROWN or the survivor of
them.
ITEM VIII. I appoint HAMILTON BANK, HarriSburg,
Pennsylvania, as Executor of this my Last Will and Testament.
No bond shall be required by my Personal Repreoentative in any
jur isdiction.
ITEM IX. In addition to the powers given to my Exeoutor
by operation of law, the following powers are herein given to it
to be exercised by it in its sole discretion:
A. To retain property received by it and to invest
in all forms of property without I'estdction to investments,
B. To operate any business, corporation or partnership
or enter into any recapitalization, merger, reorganization or
voting trust plan, to delegate authority with respeot the~ato,
to deposit investments under agreements and pay assessments, and
to exeroise all rights of an investor,
C. To hold investments in the name of a nominee or to
oompromise controversies with respect to any assets held by it,
D. To exohange or sell my property for oash, property
or oredit, publioly or private11, or to lease for any term without
liability to see to the application of the consideration and to
give options for such purposes without Obligation to repudiate
them in favor of a higher offer and to mortgage any asnets held
by it;
E. To make distributions in cash or in kind or partly
in each at the valuations fixed by each and the dght to borrow
money, inoluding the right to borrow from itself as Executor;
,/j}-: d-.-..p... ,{J~
Doro€6:a C. Parsons
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COMMONWEALTH OF PENNSYLVANIA I
COUNTY OF CUMIIRLAND J
UI
Beatrice A. Heisner, Trust Officer, CoreStates Bank, NA
beln'il duly.. Rworn ___ according to law, depolu and UYI thlt 0 h. is the
____f:~uto_~__________ _...n..____ ____. of the Eltele of lJorothea C. ParRons
lat. of ...1.c>~!._M.1.e.n _T.ol'l!ls~.ip,.~!'.c.:!l.a!l.!:c~_b.l!!!l , Cumblll.nd County, Pa., d.c....d .nd th.t the
within II an Inv.ntory made by n________..fu\.\LClttor '_ ___ ., the uld Inventory
of the entire .If.te of uld decedent, conllltlng of ell the perlonal prop.rty .nd rlll..t.", exc.pt rill "t.t. ouhld.
the Commonwlllth 0/ Pennlylvanla, and that the figure I OppOIIt. uoh Item of th. Inv.ntory r.pr...nt lt'l f.lr Yllu.
as of the dete 0/ decedent'l deeth. CoreStates flank, NA
Sworn
February
end lublcrlbed b.for. m.,
~ rY 7'/\.
1 95
9.
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BY:/(~-t'rt:..(. (.'4......_J.:.- -,I "-l~A:.:.c:a..o..-I\.P.J'-- /
(Beatrice A.E~MflI1~JltI,"lnhlr.t..
Trust Officer
.
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PO Box 1011
Harrisburg PA 17108
Adtl""
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D.t. 0/ Duth
28 May 1994
DIY
Month
VII'
INSTRUCTIONS
I. An Inv.ntory mUlt b. fII.d within thru monthl after .ppolntm.nt of plllonel r.pr...n"tlv..
2. A lupplem.nt Inventory mUlt be lIIed within thIrty days of dllcovery of .ddltlon.I..II".
3. Additional sheeh mey b. athohed as to ptrlonalty or rulty
4. S.. Artlcl. IV, Flduol.rl.. Act of 1949.
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Invenlory 01 the real and personal estate 01
DOROTHEA C. PARSONS
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gub
Cash tound in apartment
CoreS tate. Bank, N.A., Cheokinq Aooount
No.66321630, prooeeds as ot date ot
death
Interest aoorued to OS/28/94
Household Goods, sale prooeeds
Medioal Reimbursement
Dorothea C. Parsons Trust
Aooount No.04-14214-00, Inoome Balance
as ot date of death
Dorothea C. Parsons Trust
Aooount No.04-142l4-00, prinoipal Cash
Balanoe,as of date ot death
Personal Etteots
JeWelry
Trust Funds
8,167 Units Corestates Bond Trust '
(~ransterred from Dorothea C. Parsons
Trust Aooount No.04-14214-00)
815 Units Corestates Intermediate
Bond Trust (transferred from Dorothea C.
Parsons Trust Aooount No.04-14214-00)
TOTAL PRINCIPAL RECEIPTS
deoeased
$
64 72
4 44
920 00
28 61
3,810 71
18,567 73
8,400 00
66,466 31
90,506 08
.88,772 64
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4 04
717 234-2752
1. Real Eslale (Schedule A)
2. Stocks and Sonds (Schedule A)
3. ClollOly Held Stock/Partnorehlp Inlerest (Schedule C)
4. Mortgages end Notes Receivable (Schedule D)
6. C,sh, Bank Deposits & Mlscellsneous Personal Proporty (Sch. E)
8. Jointly Owned Property (Schedule F)
7. Transfe" (Schedule G) (Schedule L)
8. Tolal Gross Assets (Iolal L1neol-7)
I. Funeral Expenses, Administrative Costo, Miscellaneous
Expensas (Schedule Ii)
10. Debts, Mertgege Liabilities. Lions (Schedul. I)
11. Total Deductions (total Line" 9 & 10)
12. Net Value 0' Estate (Line 8 minus Une 11)
13. Charitable and Governmenlal Bequests (Schedule J)
14. Net Value Sub ectto Tll)( (Line 12 minus L1l1e 13)
16. Rpousal Transfers (for dales of dealh eher 8--30-94)
See Inslructlons for Appllceble Percenlege on pago 2.
(Include values from Schedule K or Schedule M.)
18. Amounl of Line 141axable a18% ralo
(Include values from Schedule K or Schedule M.)
17. Amount of Line 141ll)(eble ellM" rale
(Include velues from Schedule K or Schedule M.)
18. Prlnclpellll)( due (Add tll)( from Une15, 18 snd 17.)
19. Crodlts Spoueef Povorty Credit Prior Payments Dlscounl fnlore.1
N/A + 1,995.00 + 105.00 - -0-
20. II Line 191. grealer than Line 18, enler the dlllerence on Llno 20. This I. the OVERPAYMENT.
o 0 lE!!eck her. " you I'. roqueetlng 1 refund 01 your ove",.y,;;;;;q
21. II Line 18 Is groale' thsn Line 19, enler the dlNerence on Line 21. This Is the TAX DUE.
^' Enter Ihe Inlerest on the halance due on Line 21.&..
B. Enler Ihe tolal 01 Line 21 and 21A on L1ns 21 B. This Is Ihe BALANCE DUE.
Make Cheok Pa sble 10: RI Ister 01 Willa A ent
~ ~ BE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH <l <l
Under p'n"lll" 0' perjury, I d.~I.,. lhat' have ...mlned this rl1urn, InCluding IccClmvanymg schtdulu _nd ".I.rnlnU, llnd \0 thl but of my knowlldge .nd blllll, n 111'UI, _
tOU.eland compl.tt.1 d.cllre that III 'uIUIII. hu bun "port.d II "U' mlrk.l vatu.. O,ela'l1/o11 of P"PI,., other thin thl plrlonal up,U'"latlvet. blud on IlIlnlolmlllon 0'
whlohprlpl'lrhll.nyltnowltdgt.
CAB
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E PO
C R C
K 0 K
P S
FOFI tjATEn Ofl OEAHI AFTER 12/311;\ CHECK t1E~E
IF A f1f'OlHlAL "u rl
"OV[f1lVC"E01TISCt.A!~
FILE NUMBER 21-94 -052 4
.
/ '-I - ,), / ~ - I V
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTY conE
REV. 1500 EX . (7"8<41
cO"'~P.~A"h~fuT '\OdlJ~'i'l)'alAN IA
HAR"ID~ 0 ~~. ~~W 128-0",
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DECEDENT'S NAME (LAST, rlnST, AND MIDDLE INITIAL)
arsons Dorothea C.
OECEOttH'D COMPLETE AOOflES9
ethany Village
25 Wesley Drive
eChanicsburg, PA
C"nly Cumberland
nOCIAL !lEClJRITY NUMOEn
SOCIAL SECURITY NUMBER
DATE OF DEAHl
DATE OF UIf\HI
195-32-4034
I. Original Aolulll
4. Limited Eelste
c P
o 0
R N
g D
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2. Supplomontal Return
41. Fulure Intere,1 Compromise
(for dales 01 doalh oller 12"12-02)
IXI e. Dooodont Died Teslato []] 7. Docedontl,1alnlalnod a Living Tru.1
_ (Allach copy of Will) (Allach a copy 01 Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECT~.o TO:
o 6.
-2....8.
NAME
eatrice A. Heisner
COMPLETE MAILINQ ADORESS
orestates Bank N
.0. Box 1071
arrisbur PA
(1) NONE
(2) NONE I '
(~) NONE
(4) _. NONE
~) 9,701.81
(e) NON E
(7) 179,351. 5.5
TEl.EPHONE NUMBER
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NUMBER
17055
AMOUNT IIECEIVED(9EE INSTRUCTlONSl
Remalndor Rolurn
(for dalos of death prior to 12-13-92)
Federal Estslo Tw< Return Required
Tolol Numbor of Ssle Deposit Ooxes
.A. ,
Executcr
8
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20,111.5"": I-.J
19'9,1C!.53.36
(10).
3,232.94
(15)
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(17)
14,000.00 X .15.
2,100.00
slaNATURE OF PERSON nEapoNs,elE FOR FllINO RETURN
J?1Z'c"<-<",, _ () iIA',(.?";~/1
rS'hltllltlEOIfI!llt~AAhOTHER THAN REPRF.SENTATIVE
J
(11)
(12)
(13)
(14)
23,344.51
165.J..Q..8.85
151,708.85
14,000.QQ
X
-0-
X .08.
-0-
(18)
2,_100.00
(19)
(20)
2,100.00
-0-
-0-
-0-_
-0-
(2t)
(21A)_
( ~IB)
ADO REDS Corestates Bank N. A., Exec.
P.o. Box 1071
Harrlsburg',-' IiA-'i 'iios' --. -'" .--. -.. -. ......
ADDRESS
;l/J7/.r11r
DATE
DATE
COP~llghl(Q) lUoi'o,m lollwar. onlyCP5ylt.ml, Inc.
.................................................................................
Form 1500 (R.v, 7-84)
,
..
Date July 12, 1994
To Phyllis J. Harmon I
Dept Harrisburg Trust
Memo FC 06~OU-09~06
From Terri BIll Cor.ltet..
Depl OPA' Govlrnmlnt RlqUlst
FC 1~2-10-16
~ublecl Estate of Dorothea C. Parsonl ~ 0001 May 28. 1914
AOOOUllT TnBI
AOOOUllT 1101
'!'ITLB I
PATB OPDlBDI
'. DOD DALUOBI
ACaRUID 111'1'.
TOTAL I
Chloking
6632-1630
Dorothla c. Parsons
Jamls F. Parsons - Dlo'd.
1/64
$64.72
4.44
$69.16
, ",
WI trust that WI havI blln of assistanol to you i~ '
this matter.
"
TD/sd
~;,--' ~
IN~TO:
TERRY B'li~ ltl:~D73-4flO
CPA & QOVEFl.'I.lENT REQUEST DEflT.
F.O,01.ooa.lo.18
p, O. BOX aeG7
PHIlADELPHIA, PA 101et
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RIV-15taEX. (1-131
COM~'lit'E~~~v~>>~~r~ANIA
1!8TATI! OP
Parsons, Dorothea C.
SCHEDULE I
. DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS PI.II. Print 01 T I
PIU! NUMBI!R
21-94-0524
tTI!M
NUMBI!R
1.
2.
3.
'" .
5.
6.
7.
10.
11.
DI!8CRIPTION
AMOUNT
18.07
Bell of pennsylvania -
telephone servioe
seidle Memorial Hospital
_ professional medioal
servioes
16.20
1.94
The A. Z. Ritzman
ASBoioation, Ino., -
balanoe due on aooount
AT & T Company -leased'
equipment
Bethany village -
misoellaneous medioal
servioes
38.95
13.28
354.44
8.
Albert Pharmaoy at
Bethany village -
pharmaoy servioes
Bethany village - room
and board oharges
UGI corporation - gas
servioe
26.98
2,666.68
25.13
9.
state Employees'
Retirement system -
return overpayment of May
"94" retirement benefits
56.69
Cowley Medioal
Assodiates, P.C. -
professional
medioal servioes
14.58
Seidel Memorial Hospital
_ professional
meoial servioes
. 3 232.94
TOTAL (Also entor on line 10, RooapltulatJon)
(II more space Is needed, Insen addlllonalsheets of same size.)
CopYflght (c11aa3 tOIIll.oft.lr. only CPSYI"mI1Inc,
Form 1100 S,h.dul. IIR'v, '-III
, /1- J-I (v ~ ( 1
. IREV-1547 EX AFP (12-94*
V COHIOlNWEALTH OF PENNSVLVANIA ACN 101
DEPARTNENI Of REVENUE NOTICE OF INHERITANCE TAX
BlMEAU DF INDIVIDUAl TAKES APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
~miS:m~lpA 171Z8-0601 OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 05-08"95
E8TATE-OF=;t'illllm=~ DO A-----C FILE NO. 4-0524
DATE OF DEATH 05-28-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PDHTION OF THIS FORH WITH YOUR TAX
PAYHE~T TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
CYvv-.' .
,//
-
[ A.ount RO.I::::J
CUT ALONO THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: iil4i. EX" "A F 'Fi" i i'F 94"1 "No'fi c r" of''"{ NH Eiii fANe! ""fAx "AP PR'A"i sEiiENT ~""Ai. l"owAifc!' 'Iiii'" ""."" ... -... -. --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTA1E OF PARSONS DOROTtIEA C FILE NO. 21 94-0524 ACN 101 DATE 05-08-95
BEATRICE A HEISNER
CORESTATES BANK NA
PO BOX 1071
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TAX RETURH WAS, C X J ACCEPTED AS FILED I CHANGED
nt', - JJ
RESERVATION CONCERNItlO FUTURE INTEREST - SEE REVERSE c ;; ", :'1/,
,I ' "
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. RIll Eltoto (Sohldulo Al UI .00
2. Stook. Ind Bond. (Schldull BI C21 .00 ....
S. Clo.ol~ Hold Stock/porln.r.hlp Intoro.t CSohldulo C) (SJ .00 ,
OJI
4. Hortgogo./Notl' Rocolvlbl. CSohldulo 01 (4J .00
5. el.h/Bank DIPol1tl/Hilc. Plrlonll Property (Schldulo E I lSI 9,701.81
6. Jointly ONnld Prop.rt~ (Schldulo FI C61 .., .00 I"~ ,
:1'
7. Trlnlf.r. (Schedule OJ C71 179,3S1'.55 Id
e. Tobl Alloh (81 189,053.36
APPROVED DEDUCTIONS AND EXEMPTIONS I
20,111.57
9. .unlrol E,pln.../Ad.. eo.h/Hho. Expon... (Schldulo HI (9)
10. Dlbh/Hortgogo Llobillllu/Llon. (Sohodulo II UOI 3.232.94
11. Tobl DlducHon. (11 J
12. Not V.luo of To. Rlturn UP-I
13. Chorihblo/Govorn.lnhl Blquuts (Soh.dulo J) US)
14. Not Voluo of E.t-to Subjoct to To. (4) _
NOTEI If an a.l.llment was issued previously, lin'l 14, lS and/or 16, 17 and 18
reflect figures that include the total of akh returns a.selsed to dat..
ASSESSMENT OF TAXI
15. A.ount of Linl 14 ot Spou.ll rllo (151
16. AMount of Llnl 14 to..bh It L1nool/Clou \ .to (161
17. A.ount of Llnl 14 to,"bll It eollotorol/CI:', B roto (171
18. Princlpol To. Duo
23.344 ~l
165,708.85
151,708.85
14,000.00
will
.00
.00
14,000.00
X .00.
X .06.
X .15.
(18)
. DO
.00
2,100.00
2,100.00
TAX CREDITS I
PAYHENT
DATE
08-23-94
RECEIPT
NUHBER
MM912857
DISCOUNT C+)
INTEREST C- I
105.00
AHOUNT PAID
1,995.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2,100.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVER~E SIDE OF THIS FDRH FOR INSTRUCTIONS.)
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RfIEAYATIDN. E.I.III of d.c.donl. dylno "" or b.fc" OIc.obor Il. 1912 " If ony fuluro Inlorlll In lho 111.1. 10 I-.".f.rrld
, In po.....I.n .r enj.y..nl 10 CI... I (c,II.I.r.l) b.n.fl.l.rl.. .f lho doc.d.nl .fl.r Ih. .,plr.ll"" .f .n. ..1.1. for
Ilf. .r f.r ,..r.. Ih. c....n...llh hor.by .,pr...lY r...ru.. lho rl.hl I. .ppr.I.. .nd ...... Iron.l.r Inh.rll.... T.,..
It the i,wful el..' a (oou".r,1) rlt. on IlfIY .uch future Int.rllt, '
PIJRPOIE Of
MOTICE. To fulfill lho r.qulr...nl. .f S..II.n 21~0 .f Ih. Inh.rll.nc. .nd E.I.I. T., Icl. Icl 22 .f 1991. 12 P.O.
Slot ton 21tliO.
PIV",HT, Del.ch tho I.p p.rll"" .f Ihlo H.llc. and .uboll .lIh y.ur p.,lInl I. lho R.glolor .f Will' prlnt.d .n Ih. r.y.r.. .Ido.
,_"... ohock or 100M' .rd.r p".bl. 101 REOISTER OF MILLS, AOENT
All p.,...I. r.c.ly.d .h.11 flr.1 b. .ppll.d I. .n, Inl.r..1 which .., b. duO .llh .n, r...lndor .ppll.d I. lho I.'.
REFUND (CRI' A r.fund .f . I.' cr.dll. which ... not r.....I.d .n lho T.' R.lurn, .., b. r.....t.d b, c...I.Iloo on "Ippllc.llon
far Refund of Penn,Ylvant, lnheritlnel tnd E.tet. 'IX" (REV-ISIS), AppllcltJonl "r. IVIlllblt at the OfficI
of thl Rlgl,tlr of Will., any of thl 25 R,vlnut DII,rlot O'flc,., or by cll11nl thl ,plclal 24-hour
M'llwedng ..rvlCl mlllbtr. for for.. orderlngl In Plnn,vlvtnla 1-800-362-2050, o4tlldt PIMlylvanlt and
within 10cll Hlrrllburg .r.. (717) '.7-8094, TOOl (711) ?7Z'lZSZ (HI.rlng Ilpalred Only),
DIJECTIDHS. An, p.rl' In Inl.r..1 n.1 ..II.fl.d .llh lho .ppr.I....nl, .11'.one. .r dl..II..'''' .f d.ducll.n.. or ........nl
of tile Clnolucllng dhcCMJnt or Int.rut) II shown on tMI Notle. IlUlt obJ.ot within .1Kty (60) d.y. of nulpt of
thll Notlel bYI
".rlllon prolo,t I. lho PI Doporl..nt.f R.y...... 'oord'f Ipp..l.. OIpl. 201021, H.rrl.burg. PA 11121-1021. OR
''-It.cUon to hlVI the IIttlr d.t.t.lnld .t a\ldlt cf the ftCeount of the p.r.onll rlpr...nt,UYI, OR
....."..1 to the orph.n.' Court.
IIlHIH
IITRITlV!
e_eTlllHl.
Ftctutl Irror' dllcoy.r.d on thl. .......ent .hoUld be ~r...td In wrltll~ tal PA D.p.rt,,"t of A.v~,
lurlMol of IndlYldul1 T.ICII, AllNI po.t A.......n' RIylew ~lt, Dlpt. 2110601, Httrrhburg, PA 17128-0601
Phone (111) 717-6505. S.. plgl S of the bOOkl.t "In.tructlon. for Inh.rltlna. TIIC R,turn for I RI.ldlnt
Otcldent" (REV"IS01) for an IMplan.tlon of edllnlttrltlY.lY carrIGtlbl. .rrorl,
If onY I.' duo I. pold .llhln Ihr.' (1) col.nd.r IOnth. .fl.r Ih. d.codonl" do.lh. · fly. p.rc.nl (5XI dl.counl of
the tlM plld h ,1I0".d,
Int.r..t 11 chtrged blglnnlng with flr.t dev 0' d.lInquenoy, or nln. (9) IIOnth. and 0rMl 0) d'~ frOll the d.t. of
eNlth, to the dlt. cf ply..nt, T.ICII which btc... delinquent bltor. Jenutry 1, 1912 bltr Inter lit It th4l r.tl of
.he (6X) ptIrctnt per IIirVM cltcul.t.d .t . d.U.v nt. of .00016,., All talCII which blc", dtllnquent on and Ifter
J~rY I, 19112 will b..r lnt.r..t .t . rat. which will Y.ry frol ell.nder y..r to olllndlr y..r Mlth that rlt.
~.d by thl PA o.p.rt..nt of RlvlOUI. ThI appllcibll lntlr..t rltll for 1962 through 1995 Ir.1
!!!! Int.n.t A.t. O.IIY Int.r..t factor :!!!r Inter..t A.t. DillY Internt Factor
19I1 20X .Ooo~o 1911 9X .000241
1961 lOX .oaouo 19U-I991 IIX .000101
1914 IIX .000101 1992 9X .000241
un UX .aaossa 1991-"9<0 IX .000192
19U lOX .000210 1995 9X .ooom
....Snt.r..t I. c.leul.ttd I' fo11oWII
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X OAILY INTEREST FACTDR
....Any Hotle. ll1utd .n.r the tllC b.eOM' dlllnquent will refllClt an Interllt ellcullUon to .lft_1n (19) dlY'
beYond tne det. of thl ......lInt, If ply..nt II atdt ..t.r the Int.r..t ao.,utltlon det. shown on thl
Hotla., ICkIltlon.1 Intlrllt MI.t be calcullted.
DIICDUHT'
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December 8, 1995
Office of Attorney General
Charitable Trust , Organizations Section
21 South 12th Str~et, Third Ploor
Philadelphia, PA 19107
REI Estate of Dorothea C. Parsons
No. 21-1994-0524
Dear Madam/Sirl
We enclose herewith copy of First and Final Account
of Corestates Bank, N.A., Executor of the Estate of Dorothea
C. Parsons, together with Schedule of Proposed Distribution included
therein. The original of this document has been filed with the
Clerk of the Orphans' Court Division of the Court of Common Pleas
of Cumberland County, Pennsylvania on December 8, 1995. A copy
of the Will is enclosed.
The Account will be presented by the Clerk to the Orphans'
Court Division for audit, confirmation and distribution in Courtroom
No.1, Fourth Floor, Cumberland County Courthouse, One COl\rthouse
Square, Carlisle, Pennsylvania 17013, at 9130 A.M. on January
9, 1996. If you have any objections to the Account, such objections
ahall be filed, in writing, with the' Clerk not later than 9100
A.M. (prevailing time) on January 9, 1996, otherwise, any objections
will be deemed waived.
The charity involved is the United Methodist Home for
the Aging, Inc., 325 Wesley Drive, Mechanicsburg, PA 17055.
He have no notice that it is represented by counsel in this matter.
If after reviewing the Account you have any questiona,
I will be pleased to answer them.
Very truly youra,
PLACEY . WRIGHT
Riohard L. PI.oey
RLPlhak
Bncloaure
COI Hiohele J. Oar..n, Trust Officer
JB!.IUID IW:~^,_ 1ICBIP'l' ~B8'1'1D
EXHIBIT "A"
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DISBURSEMENTS OF PRINCIPAL:
Bell of Pennsylvania ~
telephone servioe .
Seidle Memorial Hospital
- professional medioal
services
$
, ..
18.07,
. ,. ,.
16.20.
1.94
.
38.95
,
13.28
, "
'''~54 .44
..
2,666 ..68,.
.2.5.13 .
'.,
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26;98
, .
,.
.. 56.69'
.' ,
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$ 3,21,8,3.6
'j',' '
The A. Z. Ritzman
Assooiation, Ino.,
balanoe due on aooount
AT & T Company - leased
equipment
Bethany Village -
misoellaneous medioal
services
12/13/94
Albert Pharmaoy at
Bethany Village -
pharmaoy servioes
Bethany Village - room
and board oharges
UGI corporation - gas
servioe
State Employees'
Retirement System
return overpayment of May
"94" retirement benefits
Cowley Medioal
Assooiates, P.C. -
professional
medioal services
FORWARD
~ 5 ~
..'
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PRINCIPAL BALANCE ON HAND
FIDUOIARY
AOQUISITION
YAWE
CASH (AUTOMATICALLY INVESTED)
$
143,747.S7
TOTAL PRINCIPAL BALANCE ON HAND
$ 143,747.S7
.~..............
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RECEIPTS OF INCOME
.06/30/94 Interest $ 33.42
07/31/94 Interest 575.53
07/31/94 Interest 4.74
, 08/31/94 Interest 571.1.64
08/31/94 Interest .8.00
09/30/94 Interest 1.174.07
09/30/94 Interest 11.02
10/31/94 Interest 608.59
. 10/31/94 Interest 13.65
11/30/94 Interest 636.47
11/30/94 Interest 16.79
12/31/94 Interest 698.79
,.
12/31/94 Interest 21.11.1
,.
01/31/95 Interest 708.98
01/31/95 Interest " 24.30
.'
02/28/95 Interest 683..86
02/28/95 Interest .' .2.6.72
03/31/95 Interest 775.66
03/31/95 Interest 33.62
04/30/95 Interest 756.80
FORWARD $ 6,787.80
;,'
- 11 -
. --,....,., .'.-.-:' .....,:'~;;O~U'IIlN;~,;-..jtr~_~i,f'~' ,i. 'IU'II~'''''''i\l;lr41.l.''''J{.Ww.liij\I\''''''r''''''''I''' ",,-
t, " , " .r-,
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RECEIPTS OF INCOME lccnt'd\
FORWARD
$
6,787.80
4/30/95 Interest . 36.16
5/31/95 Interest 783.61
5/31/95 Interest 42.19
, ,
6/30/95 Interest 758.94
06/30/95 Interest 44.92
07/31/95 Interest 761.00
07/31/95 Interest 45.75
08/31/95 Interest 748.52
08/31/95 Interest 43.98
I.
09/30/95 Interest 726.19
09/30/95 Interest 46.10
10/31/95 Interest 743.60
10/31/95 Interest . 50.52 $ 11,619.28
08/29/94 Interest earned after death
1.19
07/05/94 Inocl1\e 8,167 Units
396.39
FORWARD
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OISBURSEMENT~ ,OF INCOME
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Inoome commission $ 817.94
7/20/95 Pennsylvania Department '<I'
of Revenue, Fiduoiary ,"
state Inoome Tax due for
year endinq 4/30/95 203.00
7/20/95 Internal Revenue Servioe,
Fiduoiary Federal Inoome
Tax due for year endinq
4/30/95 . $ 1.378.00
TOTAL INCOME DISBURSEMENTS .. 2,398.94
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TOTAL INCOME BALANCE ON HAND
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FIDUCIARY
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VALUE
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11,431.33
l 11,431.33
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Proof of Publication of Notlte .In The Patriot and The Evening News
and The Sunday Patriot-News
Uader Act No. 11I1, '\ppral''''' May III, 10lle.
Common.wealth 01 penne/lIVan/a,} .
I County 01 DOl/ph./n RR.
Michael ~lorr(1w bid I dl t I d d'
...."......"..".."""......".........."...."............."..........",,,,,,,,,,,,, e nR U Y sworn accor ng 0 aWl eposeB an says.
Asst. Contruller
That he Ie the ............................of THE PATRIOT. NEWS CO., a eorporatlon organIzed and exlstlnll'
under the laws of the Commonwealth of Pennsylvania, with Its principal offiee and place of business at
812 to 818 Market Street, In the City of Harrlqburg, County of Dauphin, State of PennsylvanIa, owner
and publisher of THE PATRIOT and THE EVENING NEWS and the SUNDAY PATRIOT-NEWS
newspapers of lleneral circulation, printed and published at 812 to 818 Market Street, In the CIty,
County and State aforesaid: that THE PATRIOT and THE EVENING NEWS and the BUNDA Y
PATRIOT - NEWS wllre established March 4th, 1854, and February 15th, 1917 and September 18th,
1949 respectively, and all have been continuously published ever slnee;
That the printed notice or publleation whleh Is securely attached hereto Is exactly ae printed and
Metro \Vf'st 26th day of July and
published in their rellUlar ,edltlolls and {ssues whleh appeared on the ..........................................................
the 2nd and 9th days of August 1994.
........".10"......,..,..".""........,....,.,.,.,.....,.,.."..,............"".."""...H...."'.....".".............,,...................."..,.,....................",....
That neIther he nor said Company Is Interested In the subject matter of eaid printed notlee or adver-
tislnll, and that all of the allegations of this statement as to the time, plaee and eharacter of publleatlon
are tme I and
That he has personal knowledge of the faets aforesaid and Is duly authorized and empowereu to
verlfy thIs statement on behalf of The Patriot-News Co, aforesaid by virtue and pureuant to a resolu-
tion unanimously passed and adopted severally by t~<K;khOlders nd board of directors of the said
Company and subsequent.(y duly rlllJorded In the ofllee r r Reo. ordlrf Deeds in and for said County
of Dauphin In Mlocell.neou. Rook "M". Volume 1-1. P.~e 3 7. f
Copy of Notlee or Publleatlon ............"."..... ... ..~..GtV~ ... .........,V'I~.......::.:;7';;. i;."........"...
Sworn to and subserl or.e -t ;:..... ............"day of
August _ '7~
............ ..... . . NDlarial . ,1..""7 (.~~1/7_r!..
Torry L. f.klr~ol.ll ';I" ,ril'H...;~'.....:............,... .,....
Harrlob'lfg, Dr,\I~h "J Dun61Y 1~98 Notarv Publlo
t.l CDlnml slDn E'PIfD' uno .
M eilNofIMI68I.."..".,...,.,......... to
'. NOTle.:r.J.IIV31~~'t.J.'::
'. t:r.'1I'J rJ;4l':l'LoWW"ailOi\' ~___
;,m.:=........'*" "ant.
. ="':t~::t'=n:.=t'."~
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p ~.~ S ~.Y.."~.,, ~~ ~.~, ~,h.t.,.". to,..,...." ,.., to,'....., ,,,,.., to. ,,,...,....
Harrisburg, l'A. 17108
................"""....".",....,..""..".....,...."...'.......0....'......
To THE PATRIOT.NEWS CO., Dr.
For publishing the notice or publication attached hereto on the
above stated dates . "I'.......~.?..~.~t~Il"H
Probating same .."Ul....".~.~,~.~......
66.08
Total ..,.II.U.'.".II...II....'..
Publisher's Receipt for Advertising Costs
THE PATRIOT.NEWS CO" publisher of THE PATRIOT and THE EVENING NEWS and the
SUNDAY PATRIOT-NEWS, newspapers of general clreulation, hereby acknowledge reeelpt of the
aforesaid notice and publication costa and certifies that the same have been duly paid.
TilE PATRIOT-NEWS CO.
By .......".,..,.,.."........."."..,..."....,."...".........'....,.....'..,...,..
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STATUS REPOR'1'
IJNDER RULE ~ .12
Neme of Decedent I
Dorothea C. Parsons
Dete of Deethl May 28, 1994
Will No.
Admin. No.
21-1994-0524
pursuent 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 estate I
1. State whether administration of the estate is complete I
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
completel
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes X No
b. The separate Orphans' Court No. (if any) for
t.he personal representative's account is I N/A
c. Did t.he personal representative state an
account informally to the parties in interest? Yes No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel June 20, 1996
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Signature
200 N. 3rd St., P.O. Box 99
AddressHarrisburg, PA 17108 -
( 717) 236-9577
Tel. No.
(MAH I rmf/ AM3)
CapacitYI Personal Representative
X Counsel for personal
representative