HomeMy WebLinkAbout94-00771
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PETITION FOR GRANT OF LEITERS OF ADMINISTRATION
o..ctasrd.
No. 21-94 7 '1 (
To:
Regiller of Wills for Ihe
County of CUKIIERLAND In the
Commonwealth of Pennsylvania
Ellalr 01 VALERIE P.J. SrUR/lON
a/so known as
Social Srcurll)' No. OS3-38-9000
The pelillon of Ihe undersigned respectfully represenls that:
Your pelllloner(~. who is/JilIS years of age or older. appLi1ts
for lellers of administration
on the estate of
(d.b.n.j pcndcnlt hit; du..nlt .b,cnlla; dUfanlt minoril'le)
the ahove decedent.
Decendent was domiciled a\ death in Cumberlsnd County, Pennsylvania, wllh
" er lall family or prlnclpalresldenceat 2 Station Road, Newville. PA 17241, Pel)D TOVDSbip
(Un metl, number and munlcipAlilY)
Lillian Geoevieve Dowe S urdo
Hother
7 Roland Road
Irvin ton-on-Du
10S33
Decendenl, then 4S years of age, died
al PA Rt 171. at FA Rt 711
AURuat 2S
,19 94
Decendenl al death owned property with estimated values a. folllows:
(If domiciled In Pa.) All personal property
(If not domiciled in,Pa.) Personal propeny in Pennsylvania
(If not domiciled In Pa.) Personal propeny In County
Value of real estate In Pennsylvania
silualed as follows: 2 Station Road, Newville, PA 17241,
75,000.00
s
s
s
S
Penn
3S.000.00
Townsbip
Petitloner_ after a proper search hll.!!.- ascertained Ihat decedent left no will and was survived by
Ihe followlng'ql'"u-Qli---l) '''heirl:
Name Relationship Residence
THEREFORE. pelilloner(s) mpectfully request(s) the grant of lelters of admlnlstrallon in the
appropriate form to the undersigned.
j ~. cJL
"'-
'6i . IRWIN
'" g 60 WES POHFRET STREET
1h:
.'- CARLISLE.~17013
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1/~-C:?3'3 -Ie
OATH 0.' PERSONAL REPRESENTATIVE
COMMONWEALTH 01" PENNSYLVANIA
COUNTY 0(,' CUHIl\lliLAND
} SS
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The pelltloner(s) above. named swear(s) or arnrm(s) Ihal the
slatements In lhe foregoing pel III on arc lrue and corre<:tlo Ihe besl
of Ihe knowledge and belief of pclltloner(s) and thai as pcuonal
repmentallvt(s) of the above dccedent petllioner(s) wUl well and
Iruly admlnluer the CSlatc accordinB 10 law,
("
ell
Sworn 10 or arrirlllc.<1 and
before me this 1 ST
subscribed
y. of
4
(J11
R
~.~
E B. IRWIN
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Register
MARY C, LEW S
No. 21-94 771
Estate of
VALERIE P. J. SPURDON
. Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW SEPTEMBER 12. 19.31..-, in consideration of Ihe petition on
the rcvcrsc side hcreof. satisfaClorv nroor having been prescnted bcfore me,
IT IS DECREED that RMRR Jl. IRWIN
IslaDrntlllcd 10 Letters of Admlnlmatlon, and In accprd with such finding, LettClS of AdminlSlration
arc hereby granted 10 _ RlKiIlR B ......IRWIN
In the eSlalc of VALERIE P. J. SPURDON
7If {O, '1Iu," I~DmGt:. G1'1/
Relllil" or Willi ry
MARY C, LEWIS
FEES
Letters of Admlnlstralion ..... S 2 35.00
ShOll Cellincales(6) . . . . . . . . .. S 1 S gO
~f!I>unciulion ................ S 5 .00
__ S 5.00
TOTAL _ S 263,00
Flied ... ..S.~~Tf!1~~~..1.~ I. A.D. 19.J!L
?/Jti;-!.d,-tr>''''.<.tJ f>1-oIJ_,.L r f'.v:.J G
Roger B. Irwin '06282
A TIORNEY (Sup. Ct. 1.0. No,)
~Wu"t POlDfret Street, Carlisle,
ADDRESS
(717) 249-23S3
-- '" '. >'j 3 PHONE
. ) - I ,j .. 5-: dd
PA 17013
Called attorney on 9-12-94,
,
21 - 94 - 771
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GO
RENUf\CIA lJON
21 . 94 - 771
In Re E'''le or
VALERIE P. J. SPURDDN
del'Clled.
To the Rellller of WlUl of
CUMBERLAND
Counl)', Pcnns)'I,'an/a.
The undml,nrd LILLIAN GENEVIEVE D. SPURDDN - HOrnER
'or
the above decedrnt, hereb)' renounce(l) the rlshlto admlnlsler thr CSlale and respcclfully ISlel) thll Ltllm
OF ADHINISTRATION
be Issued CD
ROGER D. IRWIN
WITNESS
.Hi
hlndthls J'~ dl)'or~
. 19....2L.
, .
o(~, /~~~L~ 1/. +--d~-Jv
LILLIAN GENEVmw"'II~ SPDRDON
7 ROLAND ROAD
IRVINGTON-ON-BUDSON, RY 10.533
CAdd,lSI)
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CERTIFICATION OF NOTICE UNDER RULE 5,6(a)
Name of Decedent: VAI.ERIE p, J. SI'URDON
Date of Death: 08-2S-94
Will No,
Admin, No,
21-94 - '77 (
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
:
~
LILLIAN GENEVIEVE DOWE SI'URDON
Address
7 ROLAND RD, IRVINGTON-ON-DUDSON, NhV YORK IOS33
,
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:
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Signature (
Name ROGER 8, IRWIN, ESQUIRE
Address 60 WEST I'OHFRET STREET
CARLISLE, PA 17013
Telephone ( )
Capacity: Personal Representative
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(..)()
x
Counsel for personal
representative
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D AA047794 COMMONWEALTH OF PENNSYLVANIA
NO. .," . . . DEPARTMENT OP RIVENUE .
OFFICIAL RECEIPT e,PENNSYLVANIA INHERITANCE AND ESTATETAX
11'1-1161 fit.,..)
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RECEIVED'FROM,
D
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
IRWIN ROGER D ESO
bO W POMFRET ST
101
.9,978.12
CARLISLE PA 17013
ESTATE INFORMATION.
FJ FilE NUMBER
21-1994-0771
EJ NAME OF OECEDENT (LAST)
II DATE OF PAYMENT
B POSTMAR E
COUNTY
lOloHllrJ
I
,
I
_'OIOHII,r
SSN 0:53-38-9000
(FIRSTI (Mil
OATE OF DEATH
SEAL
CHECK" 9393
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RECEIVED BY
.9, Q7.B....12
&If:!
REMARKS
IRWIN MCKNIGHT & HUGHES
m TOTAL AMOUNT PAID
REGISTER OF WillS
MARY C. LEWI
REGISTER OF WILLS
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vi REV-1547 EX AFP 112-94)~
COKHONWfAlTH Of PENNSYLVANIA
DlPARlt'E"' Of REVENUE
BUREAU OF IHDIVIDUAl T'X[I
D[Pf. 1'10601
ltARfUSIURD. PA HUI-not
G., ,.' 00,V-/~
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ACN 101
NOTICE Of INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT OF TAX
ROGER B IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
TAX RETURN WAS. I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. (Schedule A) U)
2. stock. and Bond. (Schedul. 81 (2)
5. Clo..ly Held stock/Partnership Int.r..t (Schedule C) (3)
4. Hortg.g../Not.. Receivable (Schedule DJ (4)
S. C..h/Bank Depolita/Hisc. Parlonal Property (Schedule EJ (S)
6. Jointly Owned Property (Schedule FJ (6)
7. Transfara (Schedule OJ e71
8. Tot.l A...t.
llSI
1161
1171
TAX CREDITS I
PAVNENT
DATE
05-24-95
RECEIPT
NUHaER
AA047794
DISCOUNT I-I
INTEREST I-I
.00
DATE 08-28-95
S FILE NO.
DATE OF DEATH 08-25-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SuaHtT TNE UPPER PORTION OF TNIS FORH WITH YOUR TAX
PAVNENT TO THE REGISTER OF WILLS. HAKE CHECK PAVAaLE TO "REGISTER GF WILLS, AGENT"
REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLANO CO COURT HOUSE
CARLISLE, PA 17013
Allount R."ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiili:i!;i;j-EiCAFinIF94Y"iiiifici--oj:-YNHERiTANCE-'TA'i("APPiiA'isEii€ii'r,--"Li."owAifcE-oli'"----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SPURDON VALERIE P FILE NO. 21 94-0771 ACN 101 DATE 08-28-95
APPROVED DEDUCTIONS AND EXEHPTIONSI
17,688.10
9. Fun.r.l E~p.n.../Ad.. COlta/Hi,c. E~p.n." (Sch.dule H) 191
10. Dlbt./Ho,.tgaga Liabiliti../Uana (Schedule II nOl 6.257.18
11. Tot.l Deduction. Ill)
12. Hat Value of TaM R.tur-n (121
13. Charitabl./Govern..ntal aaqua.t, (Schedula J) (13)
14. Hat Valu. of ed.t. Subject to Tax (14)
NOTE I If an assassment was issued previouslY, lines 14, 15 and/or 1&, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAXI
15. A.aunt of Lina 14 at Spau..l rat.
16. AMount of Lina 14 taxabla at Lin..l/Cl... A rat.
17. Anount of Lina 14 taxabla at Col1.t.ral/Cl... Drat.
18. Principal Tax Dua
I CHANGED
45,000.00
125 ,849.32
.00
.00
19.397.98
.00
.00
III
190,247.30
n.94G ?R
166,302.02
.00
166,302.02
.00
166,302.02
.00
X .03.
)C .06a
)( ,l!ia
.00
9,978.12
.00
9,978.12
U81
AHOUNT PAID
9,978.12
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
9,978.12
.00
.00
.00
. If PAID AFTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADGITIONAL INTEREST.
If TOTAL DUE IS LESS THAN t1. NO PAVNENT IS REQUIREO.
If TOTAl. DUE IS REFLECTED AS A "CREOIT" ICRI, YOU HAV 8E OUE
A REFUNG. SEE REVERSE SIaE Of THIS FORH fOR INSTRUCTIONS. I
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RESERVATIONI E.tlt.. of decedents dying on or b.for. o.c.-ber 12, ".Z .. If any future lnt.r..t In the ..t.t. 1. tran.f.rred
In po.....lon or enjoyasnt to C1I,1 . (col1at.r.l) blneflcl.rl.. of the d.c.dent .ft.r thl ..plr.tlon of any ..t.t. for
llf. or for v..r., the Co~.lth hereby ..pr...ly r...rv.. the right to IPpr.I.. end ...... tran.f.r Inhlrltsncl T....
at the lewful CI... . (coll.t.r.l) r.t. on any such future Int.r..t.
PURPOSE OF
NOnCEI To fulfill thl rsqulr..."t. of S.ctlon ZI,a of thl Inhlrltsnc. end E.t.t. Tlx Act, Act ZZ of 1991. 72 P.S.
lIatlon ZI'O.
PA~TI a.t.ch the top portion of thl, Hotlc. and .ubllt with your p.y.."t to thl R.gl.t.r of Will. prlnt.d an the r.v.r.. .Id..
u"", chKk or .unsy ord.r p.yabl. tal REGISTER OF MILLS, AGENT
All P'Y'lnt. rec.lv.d .h.ll flr.t b. appll.d to any Int.r..t which ..v b. due with any r...lnd.r applied to the t...
REfUND (CA)I A r.fund of It.. crldlt, which w.. not rlqU..t~ on thl Ta. R.turn, ..y b. rlque.tld by co~l.tlng In "Appllcltlon
for R.fund of P~.vlv,"l. Jnh.rltsnc. and E.t.t. T.." CREV-ISIS). Appllc.tlon. .r. IVlllabl. .t the OffiCI
of the Rlgl.tlr of Will., any of thl 2S R.v.nu. DI.trlct OffiCI', or by c.lllng th. .plcl.l Z'-hour
an.w.rlng ..rvlc. ~r. far for.. ord.rlngl In P~.ylvanl. l-laO~S6Z-Z05a, out.ld. P~.ylv,"l. end
within loc.l H.rrl.bUrg Ir.a (117) 717-la", TOOl (717) 77Z-225Z (He.rlng r~.lrld Onlv).
olJECTIONSI AnV p.rtv In Int.r..t not .atl.fled with thl appr.I",,"t, atlowsnc. or dlsallowanc. of d.ductlon., or .......ent
of ta. Clnoludlng dl.count or Int.r..t) a. shoMO on thl. Hotlc. .u.t obj.ct within .1.ty (6a) d.y. of r.c.lpt of
this Hollc. bYI
UNrltten protllt to the PA a.pert.....t of R,vlNIII, loerd of ApPllh, O.pt. ZIIDZI, H.rrhburll, PA 17nl-IDZt, OR
ualaatlon to h.v. the ..tt.r d.ter.ln.d .t audit of thl .ccount of the p.rson.l rlpr..ent.Uva, OR
ullPpe.1 to thl Orphan.. Court.
...D"I"
ISTR...nvE
CORRECTIONS I
INTEREST I
factu.l .rror. dl.cov.red on thl. ........nt .hould b. Iddr....d In writing tal P'" a.p.rt.lnt of Rlvlnue,
BUrl'"" of Indlvldu.1 T.IlIl, ATTHI po.t .........ent R.vlew Unit, O.pt. zaD6DI, ttl"hbUrg, PA 11121-D601
Phon. (717) 717-65a5. 5.. psg. S of the bookl.t "In.tructlon. far Inharltance T.. R.turn for . R..ld.nt
Decedent" (REV-IIGI) for." ..planatlon a' .d.lnlttntlvely corrlctabl. "rors.
If IOY tl. due I. p.ld within thr.. (SI c.l.ndar .onth. .ft.r the d.c.dent.. d.ath, . flv. p.rc.nt (5~) dl.count of
thl tI. p.ld It ,UDNld.
Inter..t I. ch.rgld beilnnlng with flr.t d.y of delinquency, or nine C,) .onth. and on. (I) day 'ro. the d.t. of
d..th, to the d,t. of p,yeent. T.... which bIG... delinquent b.for. Janu.ry I, 1912 bl.r Int.r..t at the rat. of
.1. (6X) percent p.r ~ calcul.ted It a d.lly rat. 0' .000164. All t.... which b.c... d.llnquent on and aft.r
Januarv I, 191Z will b..r Int.r..t .t a rat. which will v.rv 'ro. c.lend.r y..r to c.land.r ve.r with that r.ta
announc.d by the PA O.p.rt..nt of Revanu.. The appllcabll Int.r..t rat.. 'or 198! through 1995 .r'l
DISCOUNT.
~ Intlrllt R.t. D.lty Inhrl.t F.ctor !!!!' Int.r..t R.t. O.l1y Int.r..t F.ctor
1912 'OX .OD05". 1'17 'X .aooz"
t9as lOX .aDD'UI 1'11-1991 \IX .DDDSal
1'14 1IX .DDDSal I... 'X .aaan7
I'as UX . DDDSS6 1995-I"" 7X .DDanZ
1916 lOX . DDU74 I"S OX .aDD!47
"-Int""t I. c.lcul.t.d .. foUowlI
INTEREST = aALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Anv Hotlc. I..ued .ftar thl t.. b.co... d.llnquent NIII r.flect an Int.r..t c.lcul.tlon to fl,t.1n (IS) d.y.
b.yond thl d.t. of thl .......ant. I' p.y.ent I. aadI .ft.r the Inl.r..t co.put,tlon d.t. .hown on the
NoUc., addltlon.1 Int.rut au.t be calcul.lld.
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J'-/-,J..33- 1/
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNT'tCODE
r-
fOR DATES OF DEATH AFTER 1Z/:Jl/" CHECK HERE
IF A SPOUSAL
T
FILE NUMBER
REV.1&1.1Otx t(1.14)
CO"~F,t':t.Hh1:\OF P.t'M:'il~~ANIA
HARRISR6~t,~ri~\za'.060'
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DECEDENT'S NAME (LAST. fiRST, AND MIDDLE INITIAL)
S urdon Valorio P.
SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF DIRTH
053-38-9000 08/25/1994 05/18/1949
DECEDENT'S COMPLETE ADDRESS
2 Station Road
Nowvi11o. PA 17241
Coun' Cumborland
(IF JJ>PLlCADLE)SURY,VINQ SPCUSE'S NAUEILAST,FIRST AND MIDDLE IHlflAL) SOCIAL SECURITY NUMOER
21-94.0771
HAR
HUUDER
Original Return
Limited Esta,e
AMOUNT RECEIVED (SEE INSTRUClIOHSI
0.00
CAB X 1.
~ P L 4.
C ~ g
K ~ ~ 06.
2. Supplemental Relurn
41. Future Interest Compromise
(tor dales 01 death aher 12-12-82)
Docedent Died TeSlale D 7. Decedent MaintaIned a living Trusl
(Attach co 01 Will) (Anach I co 01 Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
05.
o 8.
Remainder Return
(for dates 01 death prior to 12-13-82)
Federal Estate Tax Return Requlttd
Total Number of Safe Deposh Boxes
COMPLETE l.lAlLlNO ADDRESS
IRWIN. McKNIGHT & HUGHES
60 Wost Pomfrot Stroot
Carllslo PA 1
4S. .0 ,;
125.849.32
Nono
Nono
19,397.98
Nono
Nono
R
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(9)
WrIt
17 .688.10,,0
C P
~ ~ NA"E
R D Ro or B. Irwin
~ ~ IELEPHONE NU"SER
T 717-2/.9-2353
1. Real Estate (Schedule A) I
2. Slacks Ind Bonds (Schedule B) (2)
3. Closely Held SlocklPannershlp In'erest (Schedule C) (3)
4. Mongages and Notes Receivable (Schedule D) (4)
8. Cash. Bank Dlposlts & Misclllaneous Pe"onal Propeny (Sch, E) (5)
6. JolnUy Owned Propeny (Schedule F) (6)
7. Transle" (Schedule G) (Schedule L) (7)
8. Tolal Gross Assels (total Lines 1-7)
9. Funeral Expenses. Administrative Costs, Miscellaneous
Expenses (Schedull H)
10. DeblS, Mongage Liabilities. Liens (Schedule II
11. Total Deductions lIotal Lines 9 & 10)
12. Net Value 01 E..a,e (Line 8 ",nus Line 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Net Value Sub eel to Tn (Line 12 ",nus Line 13)
15. Spousal Transfers (lor dates of death aher 6-30-94)
Seo Instructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M.)
16. Amount olllno 14 taxable at 6'/, rale
(Include values from Schedulo K or Schedule M.)
17. Amount 01 Line 14 taMable at 15", rate
(lncludo values ham Schedule K or Schedulo M.)
18, Principal lax due (Add lax !rom Line 15. 15 Bnd 17.)
19.Credits/Sp Poverty Plior Payments Discount Interest
o . 00 . 0 . 00 . 0 . 00 0 . 00
2D. It Line 191s greater Ihan Line 18. enler Ihe diflerence on Line 20. This Is tho OVERPAYMENT.
~ 0 ICheck here It you ar. requlltlng a refund of your overpayment,l
21. II Line 18 Is greater than Line 19. enter the difference on Line 21. This Is Ihe TAX DUE.
A. Enter the Interest on the balance due on Line 21A.
B. En'er the lotal 01 Line 21 and 21A on Line 21B, This Is Ihe BALANCE DUE.
Make Check P. able to: Re 1,ter of Willi, A ent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
"peNloso petury. KI.,el II ........mlnedl s'eluln. nel lnglccomp'"yngsc U'II sl.t.menll..ndlolho slo rrrt now g.. 10,1 1111I.
conlC'l and complell. dltClIIIIh.1all '1.1..tll. has been rlpof1ed II true matht vllue. Doell,.Uon 01 prep',.t olh.. Ihln lh. perianal rop'lunuUvtll baMd on.1I InlOllnlUonol
which propil.r ha..ny knowledge.
(10)
6,257.18
(15)
0.00 X
(15)
166.302.02 X .06:
~
(17)
0.00X.1S:
C
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C
T
A
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SIGNATURE OF PERSON RESPONSIBLE FOR FILlNO RETURN
,
C~.
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0,.:;
(8),:
'.0
(11)
(12)
(13)
(14)
:
(18)
(19)
(20)
(21)
(21A)
(218)
60 Weat Pomfrot Stroet
ciirii;'Yo- uPA -- YjoYj -" ---. - m" - - - - -.... - - - m u_
IRWIN, McKNIGHT & HUGHES
60-W~~t-Pomfret.Stro~t;-Cnii18ic~"pA-),Ol~
:0(1\
,',
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'190,247.30
23,945.28
166,302.02
None
166 302.02
0.00
9,978.12
0.00
9.978.12
0.00
0.00
9.978.12
0.00
9.978.12
DATE
o;/.'!If'
OATE
F~mfl1ci!r::
Act .48 of 1894 provides for the reduction of the tax rates Imposed on the net value of transfers to or fot
the use of the spouse, The rates as prescribed by the statute will be:
a3% (.03) will be applicable for estates of decadents dying on or after 7/1/94 and before 1/1/96
a2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97
aI'll. (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98
aSpousal transfers occurring on or after 1/1/88 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
1. Old dec.d.nt make I transfer and:
b. retain the right to designate who .haU us. the property transferred or its Income, . . . . . . . . . . . . . . . . . . . . .
x
X
X
X
10 r.taln the us. or Income 01 the property transferred,. . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . .
c. ,.talnl,.v.rslonarylnter.st:or. .,. . . . ... .,.. . ... .... . ,.. .... . . '" , .., . . .....
d. receive 1M promlsa lor ma of either paymonl>, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. If death occurrad on or befora Oecembar 12. 1962. did decedent wkhln two yaars preeeding death
translar property wlthoutrecalvlng adequate consideration? If daalh OCCUlTed after Oecember 12.
1982, did decedent transfer proparty within one year 01 death wkhout receiving adequate
consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
X ,
X ~
l
,
h
)l
i;
"
r
,
,
..
,
,
"
f
I
,
3. Old d.c.dllnl own an 'in ttust for' bank account.t his or her death? . . . . . . . . . . . . . . . . . . . . . . . . , . , . .
I
I.
Copyright (c) ,"" form ~lIw.,. only CPS)'II.ma,Irw:,
Form 1500 IR.v. 7-14)
Estate of: Valerie p, Spurdon
ssg 053-38-9000 08/2S/1994
ITEM
()
CONTINUATION SCHEDULE
Continuation of Schedule B
DESCRIPTION
VALUE AT DATE
OF DEATH
6
18.25
9,125,00
500 shares, Homeatake Mining
Company, cusip 437614100,
valued eccording to the Wall
Street Journal. One-half
valuo since securities held
jointly with apouse who also
died 8/25/94.
7
3,415.63
50 sharea, Internationol
Buainess Machines
Corporation, cusip
459200101, valued according
to the Wall Street Journal.
One-half value since
securities hold jointly with
spouse who also died
8/2S/94,
68,3125
8
7 shares, International
Busines Machines
Corporation, valuod
according to the Wall Street
Journal.
68.3125
478.19
9
International Busineas
Machines Corporation,
dividod declared 7/26/94;
ex-date 8/4/94; record date
8/10/94; payable date
9/10/94, One-half value of
dividend since socurities
hold jointly with spouse who
also died 8/25/94,
12.50
10
50 sharea, Nastle S,A, cusip
641069406. valued sccording
to the Wall Streot Journal,
One-half vslue since
securities held jointly with
spouse who also died
8/25/94,
41,75
2,087,50
11
165 shares, Southwestern
41. 75
6,888,75
--~~.,...-~..._~.-."....,....,---._..,.-
~,~ti;;::~;~~:'":,C--~=~~7-~{T"~'-
-"~"""'''''''L"",.,..,'''-~_'-..--'~'''''__'_'''' "
~r
Estate of: Valerie p, Spurdon ssg OS3-38.9000 08/2S/1994
CONTINUATION SCHEDULE
Continuetion of Schedule B
ITEM
(I
DESCRIPTION
VALUE AT DATE
OF DEATH
Bell Corporation, cusip
845333103, valued according
to the Wall Street Journal.
One-half value since
securities held jointly with
spouse who also died
8/2S/94,
............
22,007,57
Estate of: Valerie P. Spurdon ssg 053-38.9000 08/25/1994
CONTINUATION SCHEDULE
Continuation of Schedule E
ITEM
()
DESCRIPTION
VALUE AT DATE
OF DEATH
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV - 15!' EX . {7.II)
CO"'I'~~{\'~~1hYAHIA
ESTATE OF
Valade
ITEM
NUMBER
A.
B.
C.
Pi.... Print 0' T 0
FILE NUMBER
21-94-0771
p, S urdon
SS OS3.38-9000
08 2S 1994
DESCRIPTION
AMOUNT
1
Funer.1 Expen"sl
Hoffman-Roth Funeral Homo
1,115,00
3,519,44
2
Michael T, Parker;
reimbursement for expensos
incurred during funoral:
lodging; telephone calls;
(seo continuation schedule attached)
Total of Continuation Schedule(s)
75,79
1.
AdmlnlltraUvo COital
Personal Representative Convnlsslons
Social Security Number of Personal Representative:
Voar Commissions paid . WRived
z.
AUorn.y F... IRWIN MCKNIGHT (, HUGHES
9,520,00
3.
Family EXlmplion
Claimant NONE
Addr.ss of Claimant at decedent's death
St"t' Address
City
Slat.
Zip Cod.
R.latlonshlp
4.
263.00
Probate Fees
1
Mllcenaneoul Expenllll
Bruce Miller, investigation
of accidont (one-half fee of
$3,720,16)
1,635,08
2
Central PA Court Roporting
Services, reporting servicos
of accident investigation
(ona-hslf of $139.90)
69,9S
3
Cumbarlsnd Law Journal,
estate notice publication
40.00
4
ERA Garman. one-half the
real estate appraisal fee
75,00
(see continuation schedule sttached)
Total of Continustion Schedule(s)
1 374.84
S 17 688,10
TOTAL (Also .nter on line 9, RtCI hulallon)
(II moro apa.. la noodod, InlOl1 addlUonalahHIa 0' ..mo al.o.)
CoP1f~hl (e) '"4 form lollw.,. anlr CPSYlt.rns, Inc:.
Form 1500 SchechMi H(Rtv. 7.11)
Estate of: Valerie p, Spurdon ssg 053.38.9000 08/25/1994
CONTINUATION SCHEDULE
Continuation of Schedule H.A
ITEM
II
DESCRIPTION
AMOUNT
mesls; travel expenses;
telegrsph cherges
3 George's Flowers
75.79
.............
75.79
Eatate of: Valerie p, Spurdon
SSII 053.38.9000
08/25/1994
CONTINUATION SCHEDULE
Continuation of Schedule H.C
ITEM
II
DESCRIPTION
AMOUNT
5
Cumberland County Register
of Wills, filing fee a
C&B Packing, shipping
personsl property to family
328.00
25.00
6
7
Glenn Zimmerman,
reimbursement for shipping
coats to ehip items to
family members
75,00
8 Henry Hollender, PE,
engineering analysis st
accident site (one-half fee
of $112,72)
356,36
9 Notsry Public fees
36.00
65,48
10 The Sentinel, eatate notice
publication
11 Cumberland County Regiater
of Wills, short certificates
39.00
12 One-half the l~ trsnsfer tax
on the resl estate sold
which wae jointly held with
decedont's spouse who also
died 8/25/94,
450.00
................
1,374,84
. REV - 1512 EX. (1.113)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
CO~\1RA~~~~'VMh~~/hYAN'A
ESTATE OF
Pl.... Print 01 T .
FILE NUMBER
21-94-0771
Valerio p, Spurdon
SSO 053-38-9000 08/25/1994
ITEM
NUMBER
1
DESCRIPTION
One-half tho value of check
#1292 wroto on Farmar's
Truat checking acount
#0010-86413, written prior
to dsto of dooth, c1arod
account on 9/12/94,
AMOUNT
SO,OO
2
Chomica1 Bank. MastorCard
#5422-4126-3233-2322,
ba1anco due
2,681.25
3
Middletown Lumbor, Inc"
one-half balanco duo
2,222,45
4
Penn Fuel Gas, account
#5810-1-05-1250-0 and
#5810-1.05-1275-0 (ono-ha1f
tho ba1anco duo)
627,75
5
Mabel G, Stitt Tax
Collector, 1994-9S poraona1
and real ostate taxes dUB
675.73
TOTAL (Also .nlor on lin. 10, R.ca kulatlon)
(If moll .pac.is nood.d, InSl~ additional she.t. of same slzo,)
Copyright (c.) '"<4 fOfm aoUwI,. onty CPSysl.ms, Inc.
S 6 2S 7,18
F..m 1500Schod...I(ROY,'.O>)
. REV- l& IJEX + (loll)
COIolr.WIlm{\''WI1iI~]hY'NI'
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-94-0771
Valerie P. S urdon
ITEM
NUMBER
SS 053.38.9000 08 2S 1994
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A. T..lbl. B.qu.sts:
Lillian G,H. Spurdon
7 Roland Road
Irvington-on-Hudson. NY 10533
mother
100);
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B. Charltablo Ind Govornmontal B.qu.sts:
AMOUNT OR
SHARE OF ESTATE
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also .ntor on line 13. R.ca hulallonl
(II mort spat. is nt.d.d, Insert additionAlsh'lts of ume Ilz..)
Copyrlghl (el ,,,.. 101m soU....... ontt CPSyI'."', Ire.
s
0,00
F..", 1500 Schod... J (R"',2.17)
.......
1.'",-
,
"",,'Offl<a
lRII7N. McKNIGHT & HUGHES
60 Wal P..",.. Sa,d, CDlWr.. PIIlIUJ',.'....17U/J-Jl1J
day of April
SPURDON ESTATE
, 192L. b).lIld bel",cea
hcrcin.ner toll,d SELLER,
n'
THIS AGREEMENT Is enlered inlo this
ROSS DAVID pURDY ESTATE ond VALERIE 1'.
BY ROGER B. IRWIN, ATTORNEY
AND KIM K. KLINGER ond GEORGE \/JI.L1A11 NAUGLE n
hereinaner called PURCHASER.
IT IS MUTUALLY AGREED AS FOLLOWS:
I. The SELLER agrees to sell. gruntllld coave)' 10 the PURCHASER, IIld the PURCHA5ER ogrees 10 purthase
IIld atc:eplthe conveyance of the follo\\ing desaibed real eslate si\Ullte in PENN TO\INSDIP
. CUHIlERLANll Counly, PENNSYLVANIA
bounded and described as follo"'s:
BEING known as Z Station Road, Newville, os recorded in Cumberland County
Deed Bool<. 34 "It" S83 and Deed Bool<. 36 "0" 416.
2, 11le PURCAASER agrees to pay the swn of S 90 , 000.00 10 SELLER, po)'oble as follows:
S 4.000,00 on the signing of thls agreemenl, receipl of whith Is hereby atlmowlcdged; and S 86.000.00 the
bollll\ce of Ole purehase price, oathe ddivel')' of Ole deed 10 sold property 10 soid PURCAASER, Selllemenllo be 01 the office
ofJrwln, MtKnlghl & Hugbe.. 60 We.1 Pomfrd Stred, Carll.le, Pena,)'ll'Inl. 170t3-3221. .
3. The selllemeat shall be made on OR BEFORE JUNE I, 1995 whlth lime sholl be of the
essenee, 01 whith lime of ..lIlemenl the SELLER sholl tender 10 the PURCHASER a properly dro"1\ IIl\d execUled deed of
geaerot wlUTlIl\ly, eon\'e)ing 10 the PURCAASER a good and mar~elable tille In fee simple, tlear of oll entumbrlll\C<s. excepl
eo.cmenls or building and use restritlioas. \;sible or of record, and .IUlll delim po.seSlion 10 Ihe PURCHASER and the
PURCHASER sllall pal' Ole balance oflhe purthase prite In co.h,
FARMERS mr5i
TRUST _
September 15, 199~
Irwin McKnight & Hughes
60 West Pomfret Street
Carlisle, PA 17013
Re: Estate of Ross 0 Purdy SSN i60-5~-3529
Date of Death: August 25, 199~
Dear Mr, IrwIn:
In answer to your request concerning accounts owned, either
separately or jointly, by the above referenced decedent and the
balance In each account as of the date of death, we have checked
our records and are submitting the following information In
duplIcate, We suggest that you fIle one of these letters attached
to the Pennsylvania Inventory forms (RCC) to substantiate the
baiance you report.
Note that we have shown the correct registration for each account.
Also, interest accrued to the date of death, if any, is listed as
a separate figure.
Checking account lIiO-86~13 was originaily opened 2/8/91. The
account was joint between Ross D Purdy or Vaierie P Spurdon. The
balance as of 8/25/94 was $~~8.36. The account was non-interest
bearing.
Savings account l/i~-300039 was originally opened 2/11/91. The
account was joint between Ross D Purdy or Valerie P Spurdon. The
balance as of 8/25/9~ was $3,7~~. 10 plus $7.98 accrued interest for
a total of $3,752.08. The account was a Stat~ment Savings account
earning 2.80% Interest at th(' lime of his death. The year to dute
Interest as of 8/25/9~ was $571.~0.
Sincerely.
/j
) / --fl _L. -,) r(h~YI-1
Karen Tomassone
Customer Service Supervisor
OncWlsl High Street r.08c>>c 2Ul Carlisle, ~nnsylvania 17013 (717)243-3212
A ( p ro.. i -,,<>-1
for
Possessions o-t Ru-ss C>j.lJo./ero'e.. fu..rcl.j
Tc>C\ \ bolC unJ -CUD Is
f"'\'
S lTlo..ll^ 'too I box
reel ('Ol\strudie.", tool bOlC
~tP.'( tool b\)'IC
Trlll\.S';t f'I ell..5lA.r,'''j 6'ole..
~IClC.\< c.llrr'finj.bo..j
De.\to.. f"lC\de.\ IUcontrlld:or__So.w ,
,?,o" fla."e....
8" .:rol'nt-er
D....!ot coil ec.tor
Dello.. Drill .press
Rya.b; 10" .so'l....)
Mo lel:n" ~o\nte.r
De tJo.lt 10" 1::0.61 e .s:u.W
\:' i3lLr,'n ~ (:<) ~ @"I,:;S ::
U~~.
Tro.t'\sit Se.T
F 0.." f'1o.c.h:"~
D.-esser wi tllo.rbfe. top
d~' ,~\'I\{t/I..o..\'",j (:, t rl.l"t\ k
~ (If P.'dl.l"re.. F ro.me..
1 fo..inti~ War l<:: sto.."cI.
I c. A ;J / .r n t er,Colt\
. S7(,"00
:?-S so. 00
.? 8' .s"o. II 0
~SoO.c1()
1/ ~. DO
I? S. 0 0
7$6,0 D
Jv.~,oo
,RoSo.o (\
fdO. t7~
..5')..5,Oll
8$.00
J 8 s, 0 D
80.00
SO,O 0
I,tJ,oo
8.s,DO
,/
~ /tt7.!-IS
" /~ 1v(A/;~v (lid;?~l 4!'.
.. cfJv,v.""..r:ry' _
-= /r..... rt'.e. ~c( I ~"., S :
.J..: 6~ 'P-<J ~
4. ~i",1/~ 5aw y. &,Ia...d a, ht.</! )
'. 6, I~~~ r!a~'7'
.. (J , ~, ~t ~"tU I:.
0, 4:/-acA./ /fo~4'/~k.. (LoA~ Lfr!~I., IIl//.tO)
&" -%"" J1z}7~M~ ~fUe,d dI7// (A 't .)
F: CJ;.t;.j,/ Sa,...doJ,- ( " io ,,)
.. 6, sAOSCl.llah,I;,.er-./J)?')) ( " + '\< J
,,/J, 5:~ s/~.-"";>
.:JZ;: MrJ'SL .
A ,6;.45 S'/t4r f/a due'm ((s';' (I"I flj *~ I'laa.) 36: 00
-A, ';}e./~ /c>~' C.doj' s""lt.<i (3rd. \l'~;; ) I{S: 0 {)
c" ;Z~i.,- t1J./e. .;'Sell 0?~,e,- (A ) :if), (J!)
j), &M~ S'~'r!' .5::tw (.;) Is-: 00
&, ,If' fe-c.'t:/ ( or ) s: oj)
F ~' lev~ / (-I ) 10. OtJ I
e I 6-, IJ.:i!J:<<:r- AJ,YJ"ktlf &.V( ~b/t. (flvd.I!Y.) 5,.1!i..., 41Js. () 0 I
. ~ I
. ~ ./ I
:;Jff.'. , loa I 111$<'., I I
4., ~'~c;.1 ,L I II PJ ~.?. J.- II'(_~ · i
cI!>. G..,-d.~ ;</l>i!:$ (z) S, ()~
.. C-' 6" ~le. (f4!.J'[j)!e/la. c?tlc:.dk~
.. f), Ji/~.e ellii.I4:,- 'ftft..5I'/l~l1!~t -/,,-,'1'1/1/. 41,.....
'l'l~- ,3'Z'It!.;
86: () 0
!f), (}o
I'!'~ of)
~(5/ ~
I tJ. 00 !
Ir. (70 i
I
1t).00 !
S. otJ !
4'S: &10
'4~Cl - G'a.v6~J'- (!~ (3)
1'41-$ (1-)
-r ~"....." Sa-.! "- 611ftA-. 7a"J'}-<-
~
.:16, (11~
/...t1''1dtA /11./tAS
/), d "
/ ...-'l II.J'
" 'I_~_/J ll".-? ! ' (C. . ,'.
, ~F "l,;\I.,,",f,.
.
/i', "/ /Uood/(a..'1VIiS cl(!'c1~ c4atr's
6, tv (Joe! / ~/dt1. ,-Iu,Ie..
e. &ree-tl, Lt...., b~ t/W\/Jrd/4.. V
(;lor
Ia. dO
{iJ 6. dO.- ~~. od
,?O, dO
,1S'.ClO
'.
~~/~(J, , ;1'--",($/
1.1: , . I ,,' .
. ," , . ..' " .' , ;','.... .
.-.-i : to'. . ..1 r .....t t . '/ ,.' " . ..~ .. ''''
. " ,
. ..~ . ... " , (I I. . " ..t'
~r(i4
~ ,. _ /..r.Or)
, ),5'; ~iJ
tfi"ltl/ (lr. ty;. (70
O'".s-: oi) f9[ .
7~'7!tU)
~
tiA,~I.?dJj.v" ~
:#nit ~ "
, :rau.1.. : /,
I ,;(... '.(:
1 Jl I.
-
f1' 1/.5; C' D
"/ tfs:t'v
rs-. pO
~ ').5, (J ()
:
.
"
, .. '~b~
\ tl
I 0
( ~:l'
\ \ '
"./'
rc~~Jlff:iC~nVED
~ I York SEP l' 199'-
. ~ Federal . ,
~ SA.V1NGS&LO\N /F, WIIJ , MCIIN/GiiT & H ..
'l MSSOCIATlON U(:iHES
September 13, 1994
Irwin McKnight & Hughes
60 West Pomfret Street
Carlisle, PA 17013-3222
RE: VALERIE P. J, SPURDON ESTATE
Dear Mr. Irwin,
In reference to your letter dated September 8, 1994 regarding
accounts held in the name of Valerie p, J, Spurdon, the following
account(s) are held at York Federal.
ACCOUNT
NUMBER
HOW TITLED
DATE
OPENED
DOD INTEREST
BALANCE ACCRUED
------------------------------------------------------------
010-180102 Ross 0, Purdy 01/24/92 $
Trustee
Valerie P. Spurdon Bene,
274,49 $ 0.52
010-180101 Ross D. Purdy 01/24/92 $
Valerie P. Spurdon
If you have any questions, please call me at (717) 846-8777
between the hours of 8:30AM and 4:00PM.
298.13 $ 0.56
Sincerely,
~~
Donna Shultz
Assistant Manager
Deposit Servicing
101 South George Street. P.O. Box 15068. York. Po. 17405.706B
(717) 846.8777
\
-r ri_lt'
V--~:J~
10
INVENTORY
Estate of:
Date of Death:
County:
Valerie p, Spurdon
August 25, 1994
Cumbarland
-----.-....--...----...-------..---------...--......----.....----.---....---
Cssh:
1
1250 sharea, Sale of Biocontrol Technology Stock:
traded 8/19/94, settled 8/26/94 (confirmation
attached), One-half value of sale since stock was
held jointly with spouse who also died 8/25/94.
Farmers Trust Company. checking account #10-86413 224,18
(confirmation attached), One-half value since
account held jointly with Spouse who also died
8/25/94, . -~-... '~" ---- ........1
Farmers Truat Company, savings accJn#~}/i4:~:J'PQ~;'9 ',' ',';,',' .l;,87p'~o41
(confirmation attached), One-half value since; ','. ,', , ,i'" ,I' V J
accOunt held jointly with spouse who-I1'I&.0.'i!1e'(!.....-. ...+ __.__
8/25/94,
3 , 231. 25
2
3
4
Cash on hand
5
2.49
5.33
Flying Magazine, aubscription cancellstion refund
6
Eddie Bauer, credit refund on acct, #17-1139-689_3
40,26
7
York Federal Savings & Loan ASSOCiation, account
#010-180101 (confirmation attached), One-half
value since account held jointly with spouse who
also died 8/25/94.
I,
149,35
8
York Federal Savings & Loan ASSOCiation, account
#010-180102 (confirmation attached). One-half
value since account held jointly with spOuse who
also died 8/25/94.
I
(
I
I
,
137.50
Subt otal
.......-.............-
5,666,40
Miscellaneous Porsonal Property:
9
Personal property appraised by Melvin Sensenig
(appraisal attached). One-hslf value since items
held jointly with spouse who also died 8/25/94,
6.457,50
Personal property appraised by Melvin Sensenig/8ert
Myers (appraiaal attachod), One-half value aince
items held jointly with SpOuse who also died
8/25/94,
534,50
-1-
COMMONWEALTH OF PENNSYLVANIA l
r,OUN1Y OF CUMBERLAND J
u:
ROGER Il, IIlW1N
beIng duly sworn occording to I.w, depo,., ond ..ys that h. is thu Administrator
of tho &Iot. of VAI.ERIE P. J. SPURDON
I.t. of J!;lIILIm!tl.,.5JIJ.r_ __ m ,_ ,_._. ...__ , Cumb.rlond County, Po., d.c....d ond that tho
wIthin Is .n iny.ntory m.de by ROGER Il~Wl N , the sold AIlMINISTIlATOR
of the entire e.tote of I.id decedent. con listing 01011 the person.1 prop..ty .nd r..1 elt.h, except r..1 eltote outside
the Commonweolth of Pennlylvonlo, ond th.t the ligures oppollte e.ch It.m 01 the Inyentory represent It's f.lr y.lu.
01 01 the d.1o of d.cedent', de.th.
,~~
99S
/) ~j,"], ::~'I.r
60 WEST POMFRET STREET
N
ond sublcribed before me,
, NOTARIAL SEAL
JACOUElINE l, DRAWBAUGH. NOTARV PUBlIC
CARLISLE IlOflOUGH, CUMBERLAND CO.. PA
MY COMMISSION EXPIRES AUGUST 14, 1995
CARLISLE. PA 17013
Addr...
D.te of D..th
2S
Ooy
AUGUST
Month
1994
Vu,
INSTRUCTIONS
I. An Inyentory mUlt be filed within three month, oller oppointment of p...on.1 representotive,
2, A supplement Inyentory mUlt be filed withIn thirty d.YI of discoyery of oddltlonol elleh,
3. Additionel sheets mey be ott.ched os to personolty or roolty
4. Se. Article IV, Flduciorles Act of 1949,
no
c --
:.:' Ll
~
1,.11
..,:0
",i])
,.
~,
-<
r.~
l~
'j
"D '
'" '
.,.' '"
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~-~,J
]"
,-. t'
~ ..,;
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INVENTORY
Estate of:
Date of Death:
County:
Velerie p, Spurdon
August 25. 1994
Cumberland
........................................-...........--...............--
11 Proceeds from public sale of peraonal proporty
(one-half valuo ainco items held jointly with
spouae who slso died 8/25/94),
12 Personal Injury Survivor Procesds
Subtotal
StocksjListed:
13 1000 shares. American Barrick Resources
Corporation, cusip 02451E109, valued according to
the Wall Street Journal, One.half value since
securities hsld jointly with spouae who also died
8/25/94,
14 75 shares. American Telephone and Telegraph
Company, cusip 030177109, vslued according to the
Wall Street Journal, One-half value since
securitiss held jointly with apouse who also died
8/25/94,
15 8000 shares, Biocontrol Technology, Inc., cusip
090586108. valued sccording to the Wall Street
Journal, One-half value sines securities held
jointly with spouae who also died 8/2S/94.
16 500 shares, Coratomic. Inc., cuaip 218138105,
valued according to the Wall Street Journal.
One-half value aince securitios held jointly with
spouse who also died 8/25/94.
17 16000 shares, Diasense, Inc., valued per Diane
Mcquaide. Manager-Investor Relations, One-half
value since securities held jointly with apouse who
also died 8/25/94,
18 500 shares, Homestake Mining Company, cuaip
437614100, valued according to the Wall Street
Journal, One-half value since securities hsld
jointly with spouse who also died 8/25/94,
19 50 shsres. International Business Machines
Corporstion, cusip 459200101, valued according to
-2-
1,739,58
5,000.00
--.-.........-
13,731,58
21,437,50
4.087,50
21,004,00
1,312,75
56,000,00
9,125,00
3,415,63
STATUS REPORT UNDER RULE 6,12
Name of Decedent:
VALERIE P.), SPURDON
Date of Death:
AUGUST 25. 1994
No. 21-94-0771
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 eslate:
1. State whether administration of the estate is complete: .1L Yes _ No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
_ Yes ANo
b. The separate Orphans' Court No. (if any) for the personal represenlative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? L Yes _ No
d. Copies of receipts, releases. joinders and approvals of fonnal or infonnal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
;-
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09/02/96
Signature
IRWIN, McKNIGHT & HUGHES
Or) <~'l
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ROller B. Irwin. Esquire
Namc (please Iype or print)
60 West Pomfret Street
Address
Carlisle. P A 170 13
City. SUltc. Zip
(7J 7) 249-2353
Tclephonc Number
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Counsel for Personal Representative
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