HomeMy WebLinkAbout94-00840
'[\" '. " .1
I " " "
!, , .
"
I , 'I ,
I
"
" ,
"
, "
,I'
"","
'v
'.il
,
II"
, "
,1.1
'.
,
,'), ..'
,"
I.
:
.' ,,,
.. ;
" ,. I,'
.'
"
,.
I" ','f'
. 'l
,~" 1" J I,
, "
"
,,'I
'I
11\,
, '
:,
" I
t, ( ~
'I"
I
:,1';
"
I', <
"
'i'
"
I ~," ,;, I
"':':'/'",
1,\' JI"t
, ,
'\'1'
" .
',.,'
(,' I",
'I
!i'
I'l
i'..
.,'1
.,"}
'~ ! :,"
"
(,'
<<,,'
"
.'
.,,'
I'
I, , , ,I' ,<:
" "
I .,'J'.! "
" "., , "
" " ."
" I' 'l' '" I , "
.. 'I "
" I
" ."
.1 .,
I "
"
"
,.
" I,'
'1<' 'I'
II' I
," .. "
., ,
I, 'I
,.
"
."
.1'
",',
",,,
',1,
',,, 'I'
I'; 1
i
" "
"
I.. ,
','
, ' , , ,,' I, 'I ~'
I '" ~ "
',.", i '''>I
,I;, I,
'.1(1
'I 'u.
,.'
'"
",',
n ,I
,.',:,:,1
,
"", \'/
,I"'"{,,,;'
. ;"1'
'1,',;
''I,
I'
,
.
" I
I.
"
,.,
" 1',
I'
PETITION FOR IJROIIATE and GRANT 01<' I,ETU:RS
Estate oj _l\.~T!JJJ.}JcKI::t.JIZE.____. No, ._____~/::Jt.Jj~.iI.fO
also known as ______._______ .. .__.m.. To:
__.___.._._.._ 'w'" ....... H' Register of Wills for the
___....___.................._..., D('{'('Ii.H't!, Count> ofCullllll'rlnnd . In the
Social Security No, .!!07-=~1J7.~2('.L....__..._,_ COllllllonwealth of Pennsylvania
The petition of the undersigned respectfully represents thlll:
Your petltlon~r(s), whols/nre 1M yellrs of II~~ or ol~er IIn the exeeutl:h.. nW}cd
In Ihe last will 01 the nbove deCl'llent, dnted "",,,o~__~_..!-,,__.__________, 19_
and eodlell(s) dated ______,___.___ _____""______
bUHC tc1C\'1I111 drCIIIll~lmh.'(.I\. C,!I, rClIlIndallon, llClIlh of l'XCl;Ulllf, etc.)
Deeendent was domiciled at death In_..__.-.C.UmrLilll\L__....._ County, Pennsylvania, with
h er last family or principal residence III .l.LUIAhlumLAlLC.IllIP
<:h i ppmlShuril-r-Sout1111Illjlton.row"o;llip~IUIy.l=l\Li.-J. 7 257
(11\1 slreel, Ilumhcr and IJ\II11clPlIIlIY)
Deeendent, then ._1iL...__ yellrs of age, died ._July 71 , 19 q~ ,
at lI~rrio;bur.g-1lol>J'iU1l..-lhll:r.bUui:!h'.l'A.. '
Except as follows, decedenl did not mllrry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:._..
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa,) All personal property
(If not domiciled In Pa,) Personal property in Pennsylvnnla
(If not domiciled In Pn.) Personal property In County
Value of real estate in Pennsylvania
situated as follows:
S ..1, non nn
$
$
S
WHEREFORE, petltloner(s) respectfully [cqnest(s) the probate of the last will and codlell(s)
presented herewith and the grant of letters fC9tamootnry
theron,
(1C<lnnlCnlnry; ndntlnhlrollon c,l.o,: odntlnlm.llon d,b,n,c,t,.,l
~
I
'0_
'ij ~
0:0
g
1h,
~'iJ
';10.
lr~
~c
!
Iii
/I. .~. II I'
(:/}'((J1{ It, "":'4"1/ ()
Cnrol N. 4-
ll.l!ir,hland-Av.cnuu-
Sli~rnWut'Ih--J!A--l+2S 7
OATH m' PERSONAl, REPRESENTATIVE
COMMONWI<:ALTlI 011 PENNSYLVANIA } 88
COU NTY OJ<' -CIIMIlERLANIL-
The petllloner(s) above. named swear(s) or afflrm(s) Ihllt the statements in the foregoing petition are
true and correct to the beslof the knowledge and belief of petitloner(s) and that as personal represen-
tatlve(s) of the above decedent petltioner(s) will IVellllnd truly administer the estate according to law.
Sworn to or affirmed 3gT1H SUbscrlbed~' (!dLd:J~~llL ~(, ~1"H. ~ II!!
before me this __'_'_ _______ day of ___ .__fj_
}1fd.~2rf~~o--~~&JYm~. ~~----._----
'f1..Ri C. LEWI S Rex/s/{', -:IZ-:.r;----- ~
14,-Q3&-- 5
.
.-
IN WITNIiSS WIIIIRIiOF, I hereunto flet my hnnd nnd 110111 to thIs my I.nllt
Will IInd Testnment, written on one IIheet of pnper, dn~(1(1 thlR ___[~_ c1ny of
.....:_._1lL~___. 1987,
1e ~.
~ ' - (//c'
- .:~....21t2 _~I~
Ruth H. HcKerfife
(SliM,)
The preceding Insl'rument, consisting of thiH nnd OIW other typt'wrltton
pngc, each Identified by tho Blgnnturo of tho tOBtntrlx, Ruth H. HcKenzle. waB
on the day IInd dnto thereof Bignod, puhliBllOd /lnd docl/lred hI' Ruth H. HcKonzie,
the tORtatrix Iwrein named, /lH rind for her L/lst WU I, In the preBence of us,
who, /It her raqueBt, in her preBence, and in till' pn'Bence of ellch other. h/lvD
Rubseribed our nnmeH aH wltneHBDH hereto,
L!lIl~4~c1(, ..1 ._reHldlng lit
I) I (j
_''''Ij,}l1/L__'V..pLLW_________reflld Ing at.
r .4 ;J
:e:;Y~/ @<
,
COHHONWEAL'l'1I OF PENNSYLVANIA:
ss
COUNTY OF CUHIlERLANLJ
We. Kuth H. HcKenzle, _..a@jJi);,f'f.tyfJ.&..__ nnd _Bt/i., fir
the teBtatrlx and the wltneBseH, respect1v~~whose nameB nre 81 ned to the
attached or foregoing 'Instrumont, being fi rst duly sworn, do horehy declllre to
the undersigned /luthorlty thllt the test/ltrlx Higoed and executed the instrument
aB her LaBt Will IInd 'l','stament IInd thnt she slgned willingly (or willingly
directed another llOrHon to sign for her), IInd that sho executed It as her free
and voluntnry act for the purposeH theretn expreRHed, lIod thllt each of the
witnesAoH. In tilt' presence and hearing of the teHtatrix, signed the will liS
witnesses /lnd thllt to the heHt of our know.ledge, the teHlatrtx was Ilt thllt timo
eighteen ye/lrH or older, of Hound mind and under no eonqlralnt or undue 'lnflu-
ClIl~e .
/}
If/ // -+- ." 2"'jI; co V .
._. d:i{A:_._Zi.~~.0..!~_fL
Ruth H. HcKOI~e
-6twL4t7f1::tJ.4~.
Subscribed, Hworn to and ,/) ^ i O.
IIcklUl'~l"dged, hI' ____y,JJ'.-LA_1J.p1LtJ..l)__.____
I\uth H. IkK,'nzie. the testatrix
Ilnd sworn, to,hefore nw hI' .Cd.r.:()J~J~,j/)"1L
IInd ._ttth~jd'_.."., wltnoHfles, thlsQ
--~- ~1~lY oJ--b~~l"~------'--' 19B7.
~1~-~~I:,~l~'~::~~!~. -~;:~~~~1-(1-,--1~~~-.._--
Shtpl1<'nBbul'g 'I'<l\~nshlp
Cuml1l'r.l and Counl: y
-2-
11-I_~38-r
INHERITANCE TAX RETURN
RESIDENT DECEDENT
p cO:::~~~fir~J~I~~~!:NiA .. I (~T~E :i~~~T~g?~,ltl)E ,,~~u2NJ;YC!?DE... ..__ .~:IEAR
----T6n:ii\lNf,..iw:ifili'rr.-;~.i1:ANlJiJ'iiorfiNII'^'lon-.. -..-----.------o.C[U!NI'\ COM"E'! ADDR[!!
ffi f1cKENZIE, RUTH H. 13 HIghland Avenue
~ iijC'A\ ~:~l~"'Y "~;'" 6961 I'~;'/(~D'~~ r^~90;;~~i17 C"I",~h~P~::::~::ndPA__.~.~~5~__...-,--...
~ Il<! 1. OriHinl11 R.lurn [ I 2. SlIppl.montol Roturn II 3. R.mollldo, Rolurn
M~... S liar do'", of rloolh prlo. 10 12,13,021
:G I j 4, Lirrlllod E5lclIH ) 40, FvllJro Inlouul Comproml,o ") 5, f~c1f)rClI estate Tm~
02... 110, dolOl 01 doolh oftor 12.12.8~1 Rolu,n Roqulrod
..... I I 6. D.,.d.I11 Dlod T..I,,'o I I 7. Dcwlonl Molnloin.d 0 living Trull "'" 8. Tolol Numl,or a' Sol. D'po.1I00XOl
~ ._____I~no~h.~~\p_~.~I_'NilIL.. ... ____ __u_.I~I!C~C~.'-~PL~~lj.':'~__..___.. _._.__..._..__......___....,,_.... on .__. ~---..-.-.
~L~ ~~R_R!..~.~.H.!'~~E.A~.!I.S9Nfl~I!!!~~l,!_A_X 1.H'!Q.~~IA!rl?N ~~~lE...I~I..~~.!~!l_!P.!.._______._,_"''''__,~,____
~ ~ HAMf ~OMf'l(,[ MAILING l\l)D~t~S
:= Cl . ~~JIY.J. Hinder, EsC!.. 701 Enst King Street
8 2 1f1;"rON' NUM';' Shippensbul'g PA 17257
n ,1..717) 53 2~94 7 6 ."
R!V'I!GO IX. IIt,lOI
1. Reol ~llalo ISch.dul. AI I 11
2. Slach ond Bond. ISch.dulo B) I 21
3. Clowly H.ld SIacklPorl110rlhip Inl"ut(Schodul. C) I 31
4. Mo"gagOl ond NOlo. Rocoivablo ISch.dul. 01 I 41
5. Cash, 80nk D.palit. & Mhcellon,oul PorlOnol P,op"lyl 51
15ch.dule EI
6. Jointly Ownod Properly ISch.dul. FI
7. T,an.lorl 15ch.dul. G) ISchedule II
8 Tolol Groll AII./l 11010111110.1.71
9. Funeral EXPOOlD', AdmlnlSlrativo COlh, Miscellaneous I 9)
e'p.nIOl ISchod"lo HI
10. D.b/l, Morlgoge liohililiOl, Li.n. (Sch.dule II
11. Tolol D.duclionl 110101 Ii 11 01 9 & 101
12. N., Vol.. of E,lol. Iii.. 8 minuslin. 111
13. Cho.llobl. ond Gavornm.nlol O.quOlIIISch.dule JI
_.__._."'''__ l~ctol" Vol~e S~bl'cI 10 To, Ilino 12 minu.lil1' 131
15, Amounl 01 IIno 14 lo,oblo 01 6% rol.
Ilnclude volu", Irom Sch.dulo K 0' Schedul. M.I
~~.~
z
o
3
E
~
IILI NUMBlR
840
NUMBER
......_--,----
..-.. ---_..-
. --
- --.-----...._-- .-._- ~...
_._._____ __.h.._..._.~_____......
.__ _ _ _<~.___.__._._n___.___
4,415.08
:0
:TIC)
ll) 1\)
1 ,)
."",
~ ('!..
,
d
'"
( 61
( 71
3,626.20
: I .~I .
(10)
12,355.69.. .
74.99.___,,,,
115)
1111 ._12,430..68.
(121 .,,'" ..,0..,.__.
113) "n,..
,....______._._______._.___J~Lc::::.___"'_O,':':..:.:,:.::::_:.:,,:::"._.
"''''' ...-.0- """.",,,,..,,,,,.X ,06.. . .~()..__
z
o
I:
g
~
U
~
16, Anlounl of line 14 laxablo 01 15% rale
Ilncludo valu", from Sch.dul. K or Schedulo M,)
17, Principal 10' d.. IAdd lodrom line 15 and from lino 16,1
18, Crodlh PrIor PClymonh Oh,ouol
+
19. IIlino 18 il glOole. Ihon lino 17, enler Ihe diff".nco on IIn. 19. Thll l'lho OVERPAYMENT,
all
20, II Ii no 17 h glOolnr Ihon lino 10, onl" Ih. diffnronco on lino 20. Thil II Ih. TAX DUE,
A, Entor the Intorflll on the balanco duo on Ilou 20A.
116}
... '''.n X .15..
1171
Intore,'
118)
119)
ctlO(~ .10'0 if you uro foquoltinu (I fofufuJ 0' yo'ur ovorp"vmonl,
,.-0-
120)
120A)
120B) .
D. Enlor Ih. 10101 of lino 20 ond 20A on IIno 20B. Thl1 I1lho BALANCE DUE,
uu ~ak. Chock Payoblo '01. Rogl.tor of Will., Agent
----- .. .iisuiii'YC)"ANSWER'i\iL QUesTIONS ON REVERSiiTlDEAND TO "CHECk MATH..-..-------,--
~'dor, pOMTtT~;-~ff~;;f~'ry;' Td;cT~.;~-.ihc;t.lt;M,;- ;;;;i;;J~;I~-.;~-I~;~.~~. i~~~di;l;j .~-cc~mflo~yi~;g.'~(h.~a~i~'i. '~~d..~~I~-~~~;t;:a-ncfI~-ih-~-b~~-1 ;r;y k nQ;j;Jg-u~nd -'h;li~[
III. lrue, (orroel and complole, I doclClro IhCll 011 rool o,lolu hen boon rllporlod ClI Iruo n1mkl'1 ",oluo. Doclaratlon of prllparor othur thon Iho portOlwl ropro'onlollvo 15
bOlod on al1lnlormalion of which propmOI 110' ony knowlndgo
Sib~~.Tijile o-fPERSON'lffsPONSI8lE iORfllll~(, R-CTURN .. .^(l[lRf~S
ru". ,,;;,., I,.
, , / - - I. , ."
_ ..[ __I I,,'. ,'(nr/C.!' '--:-:".
1 [OF PR"A'" ('I)'~i~""'''ilA''Vf
..!)J r. --
. DATE .
PA. J72573!J'lICi(
PA 172s/,i'l.J1/'0S ,
13 HIghlnnd Avenue, Shippensbnrg
A[Wftrl,!:.
701 Enst King Street, Shlppenaburg
,
.
IN WLTNI':SS WlllmElJlo', I IlllrollllLo 1I0L lilY hlll1<1 IIl1d 110111 Lo Lh.lll illY 1,III1L
W111 IIl1d 'L'1,"LIIIIIOlIl, WI'Il.ll'l\ 1I11 Ill\(! flhlH'L 1I( 11I11ll,r, <lIILe<l Lhifl ._...t~_..._ dllY of
,,_____j/L~(t-_----.._., 19111,
1f 7 ~ '1-1/10..(/ '
.,: ,(-kk:1.LLll:::~j;~:-2.,.;;__~'5!:::::.__jSEAJ,)
HlILh H, ~h:K",(1.1"
'['ho l'f"('l,e<lll1g IlIlIll'llIIlOIIL, clInfllflL1l1g lIf lh1n flncl <tllll lither LYI'OWl'ltLell
pnlll', ollch lill'lItlfl,,<I hy lho 1I11\l1nLIII'<1 lIf till' lOALnLt'lx, Rllth H, HcKl1\I7.l" , wnll
1I11 thl' dllY 1I11l1 dllll' thl'I'l'lIf IIlgl11HI, pllhllllh,,,llIlId d<,etlll'(,d hy Rllth H, HcKclI?,II',
the LOAllltrlx 1"'1'1<111 III I 1I1l,<I, 1If1 1111<1 flll' Iwr LIIIIL WLU, 111 lhe pl'OAel1Ce lIf IIA,
who, flL Iwl' 1'l''IIIl'flt, 1111",1' P!"l'fll'l1ee, IIl1d 111 lhe presellco IIf onch lIlhor, hflve
fllIllHcrlhed lIUI' 1If11110fl 1If1 wllIWfllleA Illln'LlI,
.i!IIMC~,1J//ft1.(;1~..rOflldlng III
,jjiJ..IL_6pIlPl/.Ll._..___..__.._1'l1f1 Id Il1g III
COHHONWliALTII OF 1'1':NNSYLVANIA:
HH
COUNTY OF GlIHlllil\l,ANIJ
Wo, l\tlth II. ~kK"IIZI1', . ._&-.e{fI.tJ.J.t.~xfLIJL.- nn<l .__8dI~__~hL_",..--_.
Lhe Lllflll1ll'lx IIl1d the wltllofllH'fI, I'onpedlvol~, whllAe IInmeA lire BlIl~d to Lho
IIlllld,,'d 1I1' fllrl'glllllg I IIflLrtllllL'lIl, h01111\ fll'el dilly AWlIl'II, dll herehy dednre III
the 1111<101'1111\111'<1 nlllhllrlly lhnl L.Iw lcnlnlrlx AiglW<I UII<I oxeculod lhe 1I1ALI'UIIII'lIl
IIA hor LnllL WII.I nlld Tl'fll:illlll'l1t Hlld Lhnt nhe IIlglled wJ.lllllr,ly (ot' wJ.l.l1l1lll.y
dll'ecled IIl1olhel' pl'nlttll t(1 IIlgl1 for 1",1'), IInd lhlll Ahe execulod Jl /lA her (I'el'
/ll1d v,llul1tnl'Y /let fill' lho plll'pOAeA thel'elll l'xproAAed, nl1d tlllll ench of Lho
wJ.LI10AAell, III Lho pI'OAl'!"'o nn<l hOllrlng of Llw LeAlnlrix, Algned the wIll /lA
WiLlIOIIAOA /llld Lhlll 1.11 tho heAL of UlIl' know1odl\o, lhe LeAl/lLl'lx WllfI nl LhnL Limo
elghLeon yoUI'A 1I1' OllieI', of 1I0UI1d IIIJlld IInd nndel' 110 CllllAll'lIll1L or unduo IlIflu-'
cllce.
. ;~~l:l;__21L!/~u'-~~~_,_--_'
-//.& RuLh ~1.l{i&~eYe
. .~.f!4L.f!fl1t41-/L.J_.--.._---_.
SlIhscrJ.hod. HWl1rn to nlld ,() I I. (f,
(ll;kIlO"llcdgl!lI, hy .'m'{.).LLA"-,-'l;Jp~tJ_--_.._,,,,-------_.
Itlllh H. tlcKell?,lc, thc lc~lnldx U
alld AWlll'I1 Ll1, heforo 111" hy ,C4.Lo./.L!'_~~i.Rl.'.lL
alld ---'t.r:b.~LllL_.-, "HlleeRell t Lhll1 V
..J.h- ~l:\Y or --~~'l;: ..--.' 1967,
_..Wl'M--JNS-~~!;'III'i;iT(;.-'-.----"-- -.
'Hy commlJJlolI l'xplrl'A April 16, 1990
Shlppollflhllrg Tl1\II\Ahlp
CUlllhcrllllll1 COllllly
-2-
~..,..._ '-;'..... ,'.or-.". ..
.qj' Mellon Bank
PERSONAL BANKING STATEMENT
DIRECT IHQUIRIES TO, MELLOH DAHK HA 2'
COMI10HI'lr:Al TH R~OI ON
SHIPpeHSDURO MAIN
1 H KItIO ST
SHIPPEHSBURO PA 17257-1211
117-552-2151
1",111",1"1,1,1,1,1,,,11,,1,..1,1,,11,,1,.11,1,,1,1",,11,1
RUTH MCKENZIE 01466
CAROL M KILOORE 0441
1J f1IOHLAND AVE
SHIPPEHSBURO PA 17257-8234
(112-105108
rAOE 1 OF 3
5 T A rer1CtlT
FROl1 06/03/94 TtIRU 07/0519'
IF YOU tlAII!! IlEPOSna TO '(oun ACCOUtlT THROLIGH Nl0HT llEPOSITORII!S,
ENVELOPE SLOTS OR SItlILAn RECEPTACLES, EE AHARE TWIT TlIESE ARI! tlOT
CONSIDERED TO IlE RECEIVED BY US UIITIL HE REll0VE TIlE DEPOSIT FROll TIlIl
RECEPTACLE. THIS UPDATES OUR MELLOtl BANI( FUHDS "VAILABIl.ITY POLICY.
RELATIONSHIP SUMMARY
DEPOSIT ACCrnklTS
PERSONAL CHECKItIO
1:1QliEY tl4RKET
TOTAL
D4!.At!!;L--1QL~iMllS
1,207,79
6,021.J..2lL.
0,101.74
m!TSrAIIDm
PERSONAL CHECKING ACCe JNT 412-705106
l~~~!jT '~~.Q.f1~ER.~=~~' =-_'~~"'~=:.~_'.:'==~.===:~=-:~=:==~==-~=:==:=.=.:==.=~==--====.
OPEtlllIO DAlAtlCE AS OF 06/03/94
TOTAL DEPOSITS AIIO OTltER AOOlTlOllS ltICliiOItIO IIlTEREST CREDITED TillS PERIOD
IQIAI~l\li AIID OlH~Jl.J:!lIljQJlAUA!.LlliaUDlIIO rEES 4110 CIIAROES.IliILfERIOU
CLOSItlG DAlAIICE AS OF 07105/9'-,
017,3
11.342.'
-.!lII.' J<
1.201,7'
AVERAGE ACCOUIlT 8AlAIICE 1.140,53
[~.~~.~~!l!_:_^~I(~ITY=,=.-=========:=.:___ ___.''''._~_===:=:_=.=====_=_-:
DEPOSITS CIIECKS
UID OTlIER MID OTltER
4DDITIOtJL-1\lIJ!!!JlAMlS
DATE
WIJLL--P.~Jll.PTIO'l
06/01/94 OPE/UIIG DALAIICE
tlISC AUTOI1ATED CRW US TRE4SURY 349
304~O~609~tOC SEe ~~~16l140D S~A
D47.1'
D4lAll!;
817 ,3
, ,
441,00 1.2~O,1
, , 9,00
, , , ., 71,30 .
, , 20,13 1.151.~
, , 6,00
, , 6.00 1.139,O!
, , 7&,00 1 ,O~4,(l1
400,00
06/06/94 WECK . 2716 ,
CHECK . 2717 ,
clltrK . 2719 ,
06/07/94 CHECK . 2716 ,
CItEtK . 2710 .
06/0B/9~ CItECK . 2714 , , .
06/10/94 DF.P03IT
REf 11000000068468499
, ,
, ,
) Mellon Bank
PEROONAL BANI<ING STATEMENT
-\_.-
~l.TH MCKENZIE
CAROL M ((ILOORE
01466
',12..j' 051 08
PM!' 2 OF 3
PERSONAL CHECKING ACCOUNT 412-705.101l (continued)
IAccoUNf-AcTjvITY~--'--------'-------- ----.----.--- --.--- -----". -" -,,---
~__._._""_._..__..__....___..__. _L.... .........:._.________________._..__.___.._ .----..--...------
OEPOSlTS CIIECKS
AND ,nIlER ,\NO OTHER
AOOITION~____._JilIilUDAU~~S
. . 16.00
. . 75100
onH
fQ:iTHO DJiWlillllltL
06/10/94 WECK W 2712
CIIECK . 2720
06/15194 DEPOSIT
CIIECK . ?721
06/A7I94 CIIECK . 271.4 ,
06/20/94 CIIHCK . 2723 ,
CHECK' 2725 , .
06/24/94 CIIECK . 2728 ,
CllfCK . 2729 ,
CHECK . 2150 ,
06/27/94 CIIECK . 2731 , . ,
CIIECK . 2732 .
06/28/94 CHICK' 2722 ,
CIIECK . 2726 ,
CHECK . 2733 ,
CHECK. 2734 ,
..--
, ,
60,110
, ,
, ,
, , .
, ,
. ,
. ,
, .
, ,
, .
, ,
I . . ,
, . . .
. , , .
, , , . ,
, . , ,
, . , ,
, , . ,
. ,
.' ,
, .
07101194 HlSC AUTOl1ATEO CREO us TREAsuav 3',9
3062036096SOC SEC 4061621400 SSA
CHECK' 2727 ,
07105/94 CIIECK W 2735 .
CIIECK W 2736 ,
SERVICUI.lARDE
07/05/94 CLOSING BALANCE
M YOUR HONTlIL V SERVICE CIIARDE FOR THE SHART ACCOUNT. BANKING PLAN
(SIIOHN TO TIlE RIDIIT) liAS BEEN HAlVED BECAUSE YOU HET TilE DEPOSIT
RELATIONSHIP OALAtlCE REQUIREIIEHT,
441.00
,CHECK 5UMMARy.-==--=--=-~:=~=..._..
CHECK'
2712
. 27I4M
2715
2716
2717
2710
2719
2720
AtlOUNT REfERENCE NO, l;HECKW
16,00 000000068385728 2721
75,80 000000025674982 2722
9.00 000000067304690 2123
6,00 000000067697517 2724
77.30 OOOOOOO~57!2376 2725
6.00 000000061701709 2126
20.13 000000000706659 271.7
75,80 00001l! 8
AIIOU!lL.BllJiJ!f.tj!;g
190,00 000000073314448
32,00 000000053993790
151,70000000053143958
10,79 aOOOOOO!3425231
60,39 000000033060515
16.00 00000000399378S
63.00 00000003573M58
, ,,0 q
,IIECK'
2729
2730
?731
H3?
2733
2734
2735
36
PLEASE USE THE ACCOUNT RECONCILF.HEHT fORH LOCATEO ON TilE BACK OF TillS
STATE tiE NT TO BALAtlCE YOUR ACCOUIlT,
OAlL v
_lW.Allkf
1,372,20
190,80
1.241,4B
1,2U,j.>)
18,79
151.78
68.3~
1.002,52
39.'1(1
9,36
17,93
3,B6
23,07
949,80
922,87
32,00
16.00
16,00
12,00
0,,6,87
63.00
1.224,87
S.08
12,00
,OOM
1.20t.l2.
1,207,79
[ i2.oil
AIIO\11lT REFEREtlIlf.Jllh.
9.35 000r,U006135338'
17,93 Or .00006132951'
3.8/, )0000006140300'
23,0: 000000061403U~'
16,UO 00000005399370'
12,00 00000005395410:
5,00 000000062',1725'
U.OO oonooooCt<.llill:
ISTATI O'
McKENZIE, RUTH M.
ITEM
NUMBER
A. Puntrallxp.n.u,
IIV,!JllUt 17.11'
.,:"1
.'
"
1:,:
,.
2.
B.
4,
C.
1.
2,
3,
4.
S,
6,
7.
8.
~:JlJ
.~~
COMMONWIAIlH 0' PINNSYlVANIA
INHI!IIANCI !AI RITURN
RIIIOIN! OICIDIN!
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCIILLANEOUS EXPENSES
PI.a.. Pllnt 01 T .
G
94 840
AMOUNT
DESCRIPTION
1,
FOGELSANGER~BRICKER FUNERAL HOME, INC., Funeral and Burial.
Expense in Kentucky
ROSE HILL BURIAL PARK, INC., Gravemarker
$ 6,851.69
1,450;00
1,
Admlnl.tlatlv. COlt..
Pellonal Repruentallve CommllllDns
Social Security Number of Pellanol Reprollntollvel
Year Commllllons paid
2,
Attorney Feu
SALLY J. WINDER, ESQ.
Family Exempllon
Claimant Carol M. Kilgore
3,500.00
500.00
3,
Relatlonlhlp Daughter.
Addrell of Claimant at decedent's death
Street Addrell 13 Highland Avenue
City Shippensburll Stale PA Zip Code 11257
Probate Feu
REGISTER OF WILLS, Letters Testamentary
Mllcellan,oul Exp.nl'"
5~ .00
,
TOTAL (Alto enter on line 9, Recopltulollon)
(If mar. Ipac. II n..ded, Inl.rt additional Ih"h of lame III',)
$ 12 355.69
, ~ - ~f 7- I
t/
REV-1547 EX APP (12-94*
C_ALTll 01' PEHHSVLVAHIA
DEPAIlTItfNT 01' REVEIllE
IURfAU 01' INDIVIOOAL TAXES
Ot:PT, 1I0601
twlRlIlUlfl. PA 11111-0601
I i./ ,;j;'? '-S-
+-
0D~ /
).
NOTICE OF INHE~ITAHCE TAX
AFFRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
ACN 101
DATI 06-06-95
-
FILE NO.
DATE OP DIATH 07-21-94 COUNTY CUMBERLAND
NDT~I TO INSURE FROFE~ CREDIT TO YOU~ ACCOUNT, SUIHIT THE UFFE~ FORTION OF THIS FOR" WITH YOU~ TAM
FAYNENT TO THE REGISTER OF WILLS. NAlCE CHECK FAYABLE TO "REGISTeR OF WILLS, AGENT"
REMIT PAYMENT TOI
SALLY J WINDER ESQ
701 F. KING ST
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
f
A..unt R.litt.d
-
J
CUT ALONG THIS LINE .... HETAIN LOllER PORTION FOR YOUR RECORDS 411
ii,{V':i547-ij("APp--nZ:94Y"Nii'ficE"-OF-i"NHEiiifAiici-''fA'x-'A-pjiii'A-isEifBNr;-m'-OWANCi-oR'-_......m,._...-
DISALLOllANCE OP DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCKENZIE RUTH M PILE NO. 21 94-0840 ACN 101 DATI 06-06-95
TAX qETURN WASI I ) ACCEFTED AS FILED ( XI CHANOED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OP RETURN BASED ONI ORIGINAL RETURN
1. Rool E.t.to ISohedule Al 11)
2. stock. and Bond. (Sohedull BI (21
5, Clo..ly H.ld Stock/Flrtnlr.hip Int"r,"t ISchedull C) (51
4, Ncrtgl1lll/Nctll R...ivobl. ISchedul. D) (4)
B. Cloh/Bonk D.po.it./NI.o, F.r.on.l Frop.rty ISchedul. E) IB)
6. Jointly lhmld Froperty ISch.dule Fl (6)
7, TrIM.for. (Schedulo 0) (7)
B, Tot.l AII.to
,00
,00
---,.l!.!
.00
4.415,08
3,626.20
.OQ..
IB)
8,041.28
APPROVED DF.DUCTIONS AND EXEMPTIONS I
10.855,69
9, Funarol Expon.../Ado, Co.to/Nho, Expon.1I ISchedulo HI (9)
10, Dobh/Nortgag. L1obUiUll/Lion. ISchodul. II lIO) 74,99
11, Totll Dlduotlon. Ill)
12. Hot V.lue of Tox Roturn (12)
IS, Chlrltobl./Qcv.rn..nlol BlCl\IlIh ISchedule J) (15)
14, Not V.lue of E.tlto Subj.ot tu Tox 1141
NOTE I If In IllellMent WI' illued previouslY, linel 14, 15 Ind/or 16, 17 Ind 18 will
rlfllct 'rigurel thlt includll thl totel of ill returnl I..ell.d to dlt..
ASSESSMENT OP TAXI
lB, A..unt of Line 14 ot Spou..l rat. (IB)
16, A80unt of Lino 14 tlxobl. .t Linool/C11.. A rlt. (16)
17, Aoount of Line 14 tlxobl. It Colllt.r.I/C11.. Brit. (17)
18, Frincip.l Tax Due
1n.9l0 ~A
2,889,4!.-
,00
2,889.40-
,00 X ,03_
.00 X ,06.
,00 X ,15_
liB)
,00
.00
.00
,00
TAX CREDnSI
FAYNENT
DATE
RECEIFT
NUHBER
DISCOUNT 1+)
INTEREST I-I
AHOUNT FAID
TOTAL TAX CREDIT
BALANCE OP TAX DUE
INTEREST
TOTAL DUE
,00
,00
,00
,00
. IF FAID AFTER DATE INDICATEO, SEE REVERSE
FOR CALCULATION OF ADDITIONAL IHTEREST,
( IF TOTAL DUE IS LESS THAN .1, NO FAYMENT IS ~EQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" IC~), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FO~ INSTRUCTIONS,)
po ')~ :'r,:JJ
: i 5' ~
(,' \ 1 .' (fl
," 'i
I
r.
("-
-
I
.-J
':
.1")" ,
Y'. " 0' r,
. ,. ~ i ."
RESERVATIONI EI'I'" of decedent, dylnt on or before DIo..a.r II, 1t" -- l' InV future Int.r..t In the "'Itl S. trln.flrred
In po.....lon or enJoYllnt to Cl... . (C011Iter,1) beneflol,rl.. of the dtoldlnt .fttr thl Ixplr,tlon of InV .,'at, for
l1f. or for Vtlr., the Co.IOnWellth herebv .~r...lv r...rvI. the right to appr,l,. Ind ...... trlnlf.r InherltlnGl Taxi'
It thll",'ul ct... . (calllterl.' nt. on .oy .uch future Inttrllt.
_Of
NOnC'EI To 'u1f111 thl requlrlMflt. of SKt!on 2140 of the ImerltlnCll end E,tlt. 'llC Aot, Aat ZZ of 1991. 72 P.I.
IecUOIl Zl40,
PAYMENT. D,tlCh tht top portion of thle NoUa. Ind ~1t with your PIIYNI\t to thl Regilt.r of Nlll1 printed on the rlVlr.. llde.
.-",". chook or .....y ordor p....... to, REOISTER OF MILLS, AllEHT
All PIYHntl rllOlived IhtU fir.' be eppllld to W1Y Intlrut which ..y be due with anv r...lnder IPPlJld to tM tax.
RU\ICD (CR) I A ,.fn of . tB. ortdlt, which v.. not r"u..tld on thl lax R,turn, ley be r~.ted b~ c~lltlng In "Appl104ltlon
far Rlfund of Plnnlylvlnl, InhtrltBnCI end E.t_t, Tlx" (REY~15t5). Appllcltlbn. Ir. IVllllbl. It thl OffiCI
of thl Rlght.r of WUh, an~ of the 25 Rlvenue Olltrlot OfficII, or b~ ClUing thl lpeelet Zlt"hour
Intwlrlng Ilrvlcl nulhtr. for for.. orderlOOI In Pennlvlvlnl_ 1-800-562"Z050, outllde Pennlylv-nl, end
within locIl Harrllburg er.' (717) 7874ft094, TOO' (717) 772~2t52 (Helrlng 1~.lrtd Only).
DUCTlONSI Any perty In Intarut not ..Ulfled with thl ftPPrllleHnt, IUOWMCI or dl..UCMMnCI of dtduatlonl, cr UHIIMnt
of tax (Including discount cr Int.r..t) .. lhown on thll Notlcl IUlt objlOt within Ilxtv (60) dlYI of recllpt of
thll HotlCI bYI
"4wrlttln prot..t to thl PA Dtp,rt-.nt of A.VInUl, laird of Apptel., Dlpt. Z81021, Herrllburg, PA 1712'''1021, OR
""'Iectlon to hlv. thl ..u" dttlr.IMd It eudlt of thl acCOWlt of thti PlrlontIl r",rlltnt.tty., 0"
--lPPIll to the Orphtn.' Court.
AIlftIN
IITRATlI'E
COllRtiCTlONS ,
Feotutl .rror. dl.ccv.rld on thll ....,llInt lhould be ~rlllld In wrIting tal PA Dtplrtwent of A.vtnUI,
lurllu of lndlvldull Ta)l", ATTN, POlt A.......,,' R,vl'" ~1t, o.pt. 210601, Htrrl,burg, PA 17128-0601
Phone (717) 717-6ft05. SH Pili 5 of thl booklet "In.truotlonl for IMtrJt~. Tax Rlturn far. Ruldlnt
Dtctdtnt" (REY~lS01) for In Ixpl~tlon of IOIlnlltrltlvlly corrlGtabll .rrorl.
INTERElT.
If InY tu due 11 plld within thrM (5) celtndlr IM)t'Ith. Ifter thl ~tdlntll delth, I five perciWlt U:O dltoOU1t of
the tu plld 11 .1lCMtld.
In"rllt 11 chtrged beolMlng with flrlt dey of delinquency, or nlnt (,) lonth. and one (1) de)' fra thl det. of
dtath, to thl d.t. of p.vwent. Tlx.e which ~ delinquent b.fcr, JlnUlry 1, 1982 bltr Intlr'lt It thl rltl of
IIx U:O P"Ctnt per IMlM Cl.h.'Ulat.d It e d8llY rat. of .0001~. All taxu lfhlch bee.. al1nqu<<1t on Ind .fter
Jenutry 1, 1982 will belr lnt.r..t at I rat. which will vary fr~ calendar y..r to cllender Yllr with thlt r.tl
ennounctd by thl PA o.plrt-.nt of A,venut. The eppllclbl. Int.rl.t r.t'l far 198Z through 1995 Ir'l
DISCOllllT.
~ Int"..t R.t. Dilly Int"ut flGtor ~ lnt"ut q,t, Dilly Internt Flotor
1911 ZOiC ,00054' 1917 9X ,DOOl47
1915 16X ,DODOS 19N-I991 \IX ,OD03n
1914 \IX ,QOosn 1991 9X ,000141
1915 UX ,OOO!56 199!-I994 r~ ,000191
1916 lOX ,OOOZ14 1995 92 ,000147
--Intlrllt I. cIleutlttd II fOllowl'
IHTEREBT . .ALiNCB OF TAX UNPAIO X HUKBER OF OAYS OBLINQUENT X DAILY INTEREST FACTOR
4_Any HoUe. Inutd Ifter thl tlX beetle.. cMlInquent wl\1 "fllGt In Intertlt c.lcullUon to flft.." ClI) dlV'
beyond the det, of thl ......-.0\. If ~'v.ent I. aide .ftlr thl Intar..t coaputltlon dati .hown on tht
Hotlel, Iddltlonel Intlr,.t .ur.t be cllcul.ttd.
I
.
STATUS REPORT UNDER RULE 6.12
Name of Decedent I A uf.t frI. ftJ c J:tfl Z ,'e.-, ( IliJ l- Ine jJ;'tl (~)
Date of Deathl J(;v~ d I( 1111
],1 rq~. - ~t/ 0
Will No. Admin. No.
Pursuant to Rule 6,12 of the Suprome Court orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1.
State yhether administration of the estate is complete I
Yes V No
--
2. If the answer is No, state when the personal
representative reasonably believes that the administ~ation will be
complete I
3. If the answer to No. 1 is Yes, state the followingl
a, Did the personal reprftsentativ8 file a final
account with the Court? Yes No_~,
b. The separate Orphans' Court No, (if any) for
the personal representative's account iSI
. c. Did the personal representative state an
account informally to the parties in interest? Yes V No
d, Copies of r~ceipts, 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 qJq !qG
., .:J j ,C
I, " ~f> .! l~
,. ~
Ct.
'1'
8:J
':1
c
elll I
(1)u... \.U ,.
a: p, r,) -
-;j
uu
~Jt~ J W (~:L
Signatu
~! ~, J ()Jr;Jt ('
Name ( ease type or print)
701 E.t~ Sr ;;~li)ftfl,~brA(A fA
Address I (7J..'!:
1.7(7) ~s~ - 1f 7 ~ 7
Tel. No,
Capacity: _____personal Representative
~counsel for personal
representative
(MAH armf/ AM3)