HomeMy WebLinkAbout94-00853
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IJETITION I'OR IJRODATE uud GRANT 01' LETTERS
Eslalell! fEr/VIe. ~t~ Nu.-021- t1J./.- r'S"3
alSll kIWII'll as Tu:
Rcgl"cr uf ~~ ~c 1 J
. DI'CI'a.wtl. Cuunly uf U ~ , . In Ihe
Social Secllrlty Nil. +d;:;' - ,;J;J - 7ft:>;Y-'it Cunuuunwcahh of Pennsylvania
Thc pClhlon of Ihc undcrslgncd rcsJlcclfully rcprcsculs 111111:
Yonr pClllluncr(s), who Is/arc 18 YCllts uf agc o~J :.U Ihc cXCCIIIY-Lf
lu Ihc last will of Ihc nbovc dcccdclll, datcd - >.JL"7J~
lInd codlcll(s) dOlcd
nPl"s.d
,19~
('late rde\-anl C'irClIIT1MalU:L'i, e... rL'I1tUldallull, dealh If (\rclllor. tiC.)
IJcccndclIl was domlcllcd al dcath In v
I. f'.-. r lasl ranli* (f ~rln~~ rcs d ncc al
(11,1 Mre,,'l, number and
;L. ycars of agc, dlcd
ou IY I ennsylvanla, wilh
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$ / ~ tY-t:J.e; -
$
$
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WHEREFORE, pClllioncr(s) rcspeclfull)'
presented hcrewlth and the grant of ICllcrs
thcron.
and codlcll(s)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEA~ OF l'ENNr~NIA }::IS
COUNT\' OF .... ~1I.cv
Thc pctltluncrls) lIbovc.namcd swcllr(s) or lIrrirnt(s) Ihallhc slalcmCnlS In thc forcgolng pctillon arc
Iruc lInd corrcctlo Ihc bcsl of Ihc kuowlcdgc lIud hcllcf of pClltioncr(s) lInd Ihat as pcrsonal rcprcscn.
11IIIvc(s) of Ihe ahovc dcccdcUlpctltloncr(s) will wcll and Indy administer the cSlalc according to law.
Sworn to ur arrirmcd and SUhscrihCd* ~J~ 'lkd:..''J.'~ !!>
bcfore me Ihis 4TH day of A..K/~ -&f' .r.. t-I"'LG-,-"" . ..'
7Zil.DCIDB g-~ ^J- . ~e. ~ . ~
. (MA C. LEWIS HeRI."er 1L~ ~
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No. 21 - 94 - 853
Estate of
EDNA F SWARTZ
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OclOBER 5. 19~, In consideration of Ihe petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED Ihatlhe Instrumcnt(s) dated FEBRUARY 15, 1992
described therein be admllled 10 probate and filed or record as Ihe 1051 will of
EDNA F SWARTZ
TESTAMENTARY
LINDA HECKMAN a/k/a LINDA HECKMON
and Lellers
are hereby granted to
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Probate. letters. Etc. ......". S
Short Certlficates( 2) ... .. .. ... $
Rel\.unciatlon .............." $
. X-pages $
JcP
TOTAL _ $
50.00
1i.00
3.00
5.66
1i4.00
MARY C. LEWIS
GERALD K. MORRISON ESQ
ATTORNEY (Sup. Ct. I.D. No.)
FEES
Filed .". .QCr.Qq;~. .~, . J,9.~4,........,..
BOX 232 CENTER SQUARE
ADDRESS
NEW BLOOMFIELD, PA 17066
PHONE (717) 582 - 2300
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Mailed letters and order to attorney on 10-5-94.
HI051unrv I,M
tHE fon flilS
tERHflCATt nOlI!
WAIlNING: 11 I~ ILI.ll.iAl III AL 11:11 1It1~; Copy 011
TO DUPLICATE flY PHOTOStAt on PltOTOGflAPH.
COMMONWEAL TIi OF PCNNSVt..VANIA
OEPARTMENT OF ft[ALlIt VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. 2388619
~-2g-94
0,1.0 1"""0 f"..C.."Iocatl<Xl
Name of Decedent
Edna
fUI'
F-,-
'1""-lle
S}/artz
ll.t
Sex
Female
Social Securlly No.
182-22-7688
Date of Death
9-17-94
Date of Birth 11-16-1901
Birthplace
Lancjiabul::S.. PA
R.O.#l
Place of Deeth Church of God Home
f'lOlllI,N.,..
Cumberlend
CUU'\11
N. Mict~.~~o~~o~tuw!.~p.
Pennsvlvanlq
Race Wh i t e Occupation C 1 e r k
Decedent's
Marital Status Divorced Mailing Address
Armod Forcos? (Yos or No) -No
Church of God Home
801 N.Jl.lI.nover St. CarliRla
Numb... t,t._t CII, 0' Town
PA 17n1~
8111I1
Informant Linda S.
Name and Address of
Funeral Establishment
Heckman
Funeral Dlroctor
Jamea F. Nickel
Nickel Funeral Home~__~qy~JLijJe. PA 17047
Part I: Immediate Cause
(a) Cerdiac arrest
(~ Art. Scl. Heart Disease
~) with NID Diabete~ Mellitus
Interval Belwaen
Onset and Daath
(d)
Part II: Other Significant Conditions
Manner of Death:
Natural ~
Accident 0
SUicide 0
Doscrlbo how InJury occurred:
Homicide 0
Pending Investigation 0
Could not be Determined 0
Name and Title of Certifier
H. R. Davis
M. D.
(M,D.. 0,0., Coroner, M.E.)
Address
Mt. Holly~ring~ PA 17065
This Is to certify that the Information hero glvon Is corroctly copied from an original
death duly filed with me as Local Roglslrar, Tho original cortlflcato will bo forwarded
Vital Records Office for pormanont filing.
certificate of
to tho State
9-20-94
O~I.nllC.,..ltllvloU"\I'QI"'.'
-9&uJ?~~".,,~:o.&dL
_JO_L_B.!IJ'Jl~J;.!,-_~ New Bloomfield, PA
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21 - 94 - 853
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LAST WILL AND TE~TAMENT
.Q!:
EDNA F. SWARTZ
I, EDNA F. SWARTZ of Harrisburg, Dauphin County, Pennsylvania,
being of sound and d1sposing mind, memory, and understanding,
do hereby make, publish, and declare this my Last Will and Testament,
hereby expressly revoking all other writings in nature testamentary
by me at any time heretofore made.
FIRST: I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
THIRD: I hereby give and bequeath the sum of TWO HUNDRED
DOLLARS ($200.001 to the KENNEDY'S VALLEY CHURCH OF GOD of Perry
County, Pennsylvania, for the general purposes of the Church.
FOURTH: I hereby give and bequeath all of my furniture and
household furnishings that I may be possessed of at the time of
my death, and have not otherwise disposed of by gifts to others,
unto my niece, Esther Morrow, now of Landisburg, Perry County,
Pennsylvania, except for those i~ems which I have marked by placing
the name of the person I wish to receive upon the item, which
I hereby
give and bequeath said item to said perso~
g, dvw.-" ;e,
EDN."" F. SWAR'1'Z
(SEALI
Page one of two
~
FIFTH I I hereby give, bequeath and devise all the rest and
residue of my ostate and property, real, personal and mixed, of
whatsoever nature and wheresoever situated, of which I may own
at the time of my death, or to which I may be entitled or of which
I may have the right to dispose at the time of my death, to my
Granddaughter, Linda Heckman.
SIXTHI I hereby appoint my Granddaughter, Linda lIeckman
as Executrix of this, my Last will and Testament, but in the event
that she is unable or unwilling to serve, I then appoint my
Granddaughter, Karen wright as Executrix of this, my Last Will
and Testament, and I direct that they shall not be required to
give bond or other security in any jurisdiction wherein proceedings
may be held in connection with my estate.
IN WITNESS WHEREOF, thave hereunto set
this trlay of ~~l992.
;TZ~u/X J~t~d
f/
my hand and seal
~~~~
EDNA F. S ARTZ
(SEAL)
~'~L/
Page two of two
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COMMOHWIAlHlOf rrNN!tYIVAtIIA
()(P...RIMltH Of R(YUWr
V(f'1. 180601
tlAR~IUURQ. 1'''' !?U'~~lu~__
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
~
'OIDAnsO'DIATHAnII121~1191 CHICKHln
.. A .POU.AL 0
POVIITT CUDIT II CUUMID
PILI HUMIII
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21
COUNTY CODE
94
YEAR
853
!lUMBER
801 N. Hanover street
Carlisle, PA 170l~
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Swartz, Edna F.
lOWnrmiiTlY1lUMirr---rc.nOrbr: tt 0
182-22-7688 19/.121..94 11-16-01
ex 1. Original RGlum 0 2. Supplemental Return
o 4. lImllod ellale 0 Ao, Future Inter..t Comproml.e
(10' dolt. of dlolh ollt, 12.12.02)
o 6. Docadent Diad Teulola 0 7. Decedent Maintained 0 living Tru,'
(Attoth tOpy 01 Will) (Alloth tOpy 01 T,uIII
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INPORMATlON SHOULD .. DIRICTIDTO. ;
"M M
COVill
Cumberland
o 3. Romolndor Rllurn
(fa, dol.. 0' dlolh p,lo, 10 12.13.02)
o 5. Fodorol E,'oll Tax
Rolu,n Roqulrod
_8. Tolol Numboro' SaIl Dlpa.IIOo...
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Gerald K. Morrison, Esquire
1fl[PtlONE NUMI[R
Center Square
P. O. Box 232
New Bloomfield, PA 17068
LI..17 1 582-2300
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l. Rool E,'a'o (Sthodulo A) ( I)
2, SIotks and Oond. (Sthodu'o 0) ( 2)
3. Clo.oly Hold Slotk/Pa,'no"hlp Inloro.1 (Sthodulo q (31
4. Mo"gooo. and Nolo. Rotolyoblo (Sthldulo 01 ( 41
5, Co,h, Bank Oopo.ill & Ml"ollonoou. Po..onol Propo'ly( 5) $ 21 . 540 . 55
(Stnodulo E)
6. Jolnlly Ow nod Propo,'y (Sthoduro FI ( 6)
7. Tronllo.. (Sthodulo G) (Sthodulo l) ( 7)
B. Tolal Gran ^UIIII (Iotollino, 1.71
9. Funo,al E.pon.o., Admlnl,',atlyo Co.II, MI,,"lIonoou. ( 91 J 4.468.47
hpon.o. (Sthodulo H)
10. Dob", Mo"gooollobillllo.. lion. (Sthldulo II (10)
11. Tala I Ooductlo", (Iololllno. 9 & 101
12. Nol Valuo of EII.lolllno B mlnu. IIno 11)
13. Charitable and Governmental Bequests (Schedule J)
14. Nol Veluo Sublotl'o TaK (lino 12 mlnu.llno 13)
15. Amount of IIno ld tnxabln 01 6% rato
(Indudo yaluo. I,om Sthodul. K 0' Slhldulo M,)
16. Amounl of IIno '4 100coble ot 15% role
(Includo vulvo, from 5chodulo K or Sthedule M.)
17. Principal tox dun (Add lax from Iino 15 and from lino 16.)
18. Cradil' Spoulol Povnrly Crodit Prior Payments
+
19. If lino 181. 0'0.10' Ihnn lino 17, .nlo' Iho dlllo,onto on IIno 19. ThI. II Iho OVERPAYMENT.
elrJ
20. If lino 171, graolar thon IIno lB, ani or tho difforence on line 20. This It the TAX DUE.
A. Enlor tllo Inloroll on tho balance duo on line 20A.
B. Enlo' Iho 10101 ollino 20 and 20A on IIno 20B. Thll I. Ihl BALANCE DUE.
Me'-. Chock Pavable tOI Reolst., of Will., Agent
(17) $ 1.012.32
(IB) $ 50.61
(191
(20) $ 961. 71
(20A)
(20B) $ 961.71
( 8)
$21.540.55
(111
(12)
(13)
(141
$ 4.468.47
$17.072.08
$ 200.00
$16,872.08
$ 1.012.32
(15)
$16.872.08
)( .06.
(161
)( .15.
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Discount
+-.-.5.0 . 6 1
1"lor..t
Chock h,o If you aiD '.quo,lIng a rofund of your overpayment,
.. .. DE SURE TO ANSWER ALL QUESTIONS ON REVERSI SIDI AND TO RICHECK MATH....
Undor pctnollle. of pGrlury, I d"c1cro thol I havn ltllnmlnftd 'hi, ,lIlurn. Including occompanylng sch,dul.. and ,'otemenll, and 10 Ih, b... of my knowledge and belief,
It I, Irut, corrnd and complote. I dudoro tho I oil recllulolo has boon raportod at trUt mark" value. D,daratlon of pr.par.r other than the plnonal repr.sentatlve II
bautd on all Informal ion of whkh preparDr ha, any ~nowlod[)o.
!>fG~TA' ,If 01 P[RlliNA(!Jbu~ili:rnOIiTIITNG1iIfUAi~ AD.ORfSSf14 Pine Grove Road D,n ~
~ l-1'. .Jf9(,kOt.<!):\. Gardners, PA 17324 I?-- ('1--/
f1GNAl i'Au --, M(riT., ttflt liIAtIIl.(PAEsCt.,rMi\if------AOiliUSSCenter square, P.O. Box 232
_~~ New Bloomfield. PA 17068 I.
, .
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (.,.) IN THE
APPROPRIATE BLOCKS.
IF THE ANSWER TO ANY OF THE ABOVE QUEST~OJ.JS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PAriTOF THE REYURN.
1. Did decedent make a transfer and:
c. retain the use or income of the property transferred, .......................................
b. retain the right to designate who shall use the praperty transferred or Its income,
c. retain a reversionary interest or ..,.............................,....,........................,.....
d. receive the promise for life of either payments, benefits or care? .......................
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate consideration? .................................................
3. Did decedent own on 'in trust for' bank account at his or her death?.....................
'(E~_.~Cl_
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COMMOHWIAUH O' ~'HHVYlVAHIA
INHI.nANCI fA .n IN
IIIIDIN' DIC DIN
F
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.a.. Prlnl or l .
F lE MBER
21-94-853
Edna F. Swartz
(All property lolnflv-ow"ed with the III,h' .f Survlvonhlp mu.' be dlacl..ed 0" Schedule '1
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1.
Mellon Bank Checking Account *110-071-5695
Mellon. Bank Checking Account *112-118-3220
Nickel Funeral Home - refund
$14,975.51
$ 5,576.54
$ 988.50
2.
3.
521 540.55
(A"och addltlonol aw" )( 11" ,heeta If mo,. 'pace Is needed.)
IIY.Ul1 Utt',lIl
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.a.. Print or Tvp.
~j;!-
COMMONWIAUH 0' '[NNSYlVANIA
INHUnANC[ tA)C UtURN
RUID[Nt D[CID[Nt
Edna F. Swartz
ITEM
NUMBER
A. Fun.rol Expen....
1,
21-94-853
DESCRIPTION
AMOUNT
B. Admlnl.trotlv. Co.t..
1, Penonol Repr..entollve Commissions
Social Security Number 01 Penonal Representative,
Veor Camml..lons paid
2. Allarney Fees
3, Family Exemption
Claimant Relationship
Addre.. of Claimant 01 decedent's death
Street Addr.ss
City Stole Zip Code
4. Probate Fees
Mary C. Lewis - estate l.etters $ 79.00
C. MIIC.llanlou. Expln....
1. Cumberland Law Journal - estate advertising $ 40.00
2. The Sentinel - estate advertising $ 72.20
3. Church of God Home - account $ 4,185.36
4. Rice Memorial Works - Gravestone lettering $ 81. 00
5. AT&T - telephone bill $ 10.91
6.
7.
8.
TOTAL (Aha enter on line 9. Recapllulatlan)
(II mar. .poc. I. nudld, In..rt additional .he." of .am. .1...)
54,468.47
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COIltl.MQHW....UH Of ,'NNm",...NI...
INHII""Nel 'A.I"UIN
IIIJDIH' DlelDIHI
SCHEDULE J
BENEFICIARIES
Edna F. Swartz
fiLE NUMBER
21-94-853
ESTATE Of
ITEM
NUMBER
NAME AND ADDRESS Of BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE Of ESTATE
1,
A. Ta.ablo lIoquo.ls.
Linda Heckmon
134 Pine Grove Road
Gardners, PA 17324
Granddaughter
See will
ITEM
NUMBER
NAME AND ADDRESS Of BENEfiCIARY
AMOUNT OR
SHARE Of ESTATE
1.
B. Charlloblo and Gavo,nmonlal Boquo"1I
Kennedy's Valley Church of God
$200.00
TOTAL CHARITAB~E AND GOVERNMENTAL BEQUESTS (AI.o onlo' an IIno 13, Rocapltulallonl S
III mar. 'pac. I, n..d.d, In,.rt additional ,h..fl of ,om. ,I..)
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, ~~f',i$tIi~. .~ .. ~;;,,:ftm.t1'
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Mellon Bank
Mollon Ihonk, N,A.
1\11>11"" Illluk COllier
no. Ilox 7HUO
J>hlllldel"hlll, I'A 1U1U1.781J'J
..
November 1, 1994
Gerald K. Morr1son
Attorney-At-Law
Center Square
P.O. Box :l3:l
New Bloomf1eld, PA 17068
Re: Estate Of Edna F. Swartz:
Dear Mr. Morr1son:
In accordance w1th your request, the follow1ng 1nformat1on
ls prov1ded as of September 17, 1994. Please see attached
letter.
Please contact th1s department 1f you have any quest1ons.
Slncerely,
cY~
Mellon Bank, N.A.
Wr1tten Commun1cat1on (199-5380)
P.O. Box 7899
Ph1la., Pa. 19106-7899
PG/dmd
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LAST WILL AND TESTAMENT
OF
EDNA F. SWARTZ
I, EDNA F. SWARTZ of Harrisburg, Dauphin county, Pennsylvania,
being of sound and disposing mind, memory, and understanding,
do hereby make, publish, and declare this my Last Will and Testament,
hereby expressly revoking all other writings in nature testamentary
by me at any time heretofore made.
FIRST: I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
household furnishingE that I may
be possessed of at the time of
, ,\.
disposed of by gifts to others,
SECOND: I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
THIRD: I hereby give and bequeath the sum of TWO HUNDRED
DOLLARS ($200.00) to the KENNEDY'S VALLEY CHURCH OF GOD of Perry
County, Pennsylvania, for the general purposes of the Church.
FOURTH: I hereby give and bequeath all of my furniture and
my death, and have not otherwise
~ I
unto my niece, Esther Morrow, now of Landisburg, Perry County,
Pennsylvania, except for those items which I have marked by placing
the name of the person I wish to receive upon the item, which
I hereby give and bequeath said
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EDNA F. SWAR
(SEAL)
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Page one of two
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FIFTH: I hereby give, bequeath and devise all the rest and
residue of my estate and property, real, personal and mixed, of
whatsoever nature and wheresoever situated, of which I may own
at the time of my death, or to which I may be entitled or of which
I may have the right to dispose at the time of my death, to my
Granddaughter, Linda Heckman.
SIXTH: I hereby appoint my Granddaughter, Linda Heckman
as Executrix of this, my Last Will and Testament, but in the event
that she is unable or unwilling to serve, I then appoint my
Granddaughter, Karen Wright as Executrix of this, my Last will
and Testament, and I direct that they shall not be required to
give bond or other security in any jurisdiction wherein proceedings
may be held in connection with my estate.
IN WITNESS WHEREOF, t have hereunto set
this ~y of ~""I1992.
;'Z'~~ J~....crJ
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my hand and seal
t~~~
EDNA F. S ARTZ
(SEAL
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Page two of two
21 - 94 - 853
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REGISTER OF WILLS OF Co ~bjV" I ~COUNTY
OATH OF SUBSCRIBING WITNESS
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codicil _
(each) a subscribing wltness'iothc~wlll prcscntcd hercwlth, (cach) bclng duly qualified acc illlflll'
law, depose(s) and say(s) that '" resent and saw
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the testat , sign thc samc and that
request of testat In h prcscncc and (I
olher subscribing wltness(es)).
,
._~ signed as a wltncss at the
h~c~;;eor-CllCh other) (In the presence of the
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Sworn to or affirmcd and subs
me this
(Name)
I Address)
Reglsler
(Name)
(Address)
REGISTER OF WILLS OF 6 ~t.r I ~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
L/~c/;; '9 -Ihc.h!A1~ # tnJa S.lIed:~lk-t ~~uLI<I1(fJ-W1~1M...
(eac ) a subscribcr hereto, (cach) being duly qualified according to l~ liepose(s) and s~ that
familiar with thc signaturc of hrLvt '2 r:- ~ Lu ~'b-
oodicit--
teslat '" I X of (one of thc subscribing wltnesscs to) Ihc will prescntcd hcrewlth and
~: oodidl-
that ~ bcllcves thc slgnaturc on Ihc will Is In thc handwriting of
F~. F':1w0z:-
to the bcst of ~-eI /I' knowlcdgc and bcllef.
4';" ~ l-kL........ I. WA ~~ A i-lac.L '.' ~~
(Name) n HI
I~I,.{ r \Jc. \13'-1
(A r ~
Sworn to or affirmcd and subscribcd bcforc
mc this 4TH day of
o T08~R 94
C. LEWIS
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(Nam
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(Address)
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RECEIVED FROM,
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ACN
ASSESSMENT Il'
CONTROL ~
NUMBER
AMOUNT
MORRIGON GERALD K
CENTER SQUARE
POBOX e3e
NEW BLOOMFIELD PA 17068
101
.961.71
'OtOHllf
tOtD HilI
ESTATE INFORMATION,
M
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e1-1~94-08~3
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SSN 18e-ee-7688
M
REMARKS
m TOTAL AMOUNT PAID
LINDA 8. HECKMaN
SEAL
CHECK" OBb3
REGISTER OF WILLS
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!EV.1547 EX AFP 112"94*
CO"HONWEAltH Of PENNSYLVANIA
DEPARtMENt OF REVENUE
lURE AU OF INDIVIDUAL fAMEI .
OEPr. ZlO.ol
HARAlllUAQ, PA I7U8.0601
/4-JYJ -5"
LV
ACN 101
NOTICE Of INNERITANCE TAK
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAK
DATE 02-21-95
o FILE NO.
DATE OF DEATH 09-17-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TNE UPPER PORTION Of TNIS fORH WITN YOUR TAK
PAVHENT TO TNE REGISTER Of WILLS. HAKE CNECK PAVABLE TO "REDISTER Of WILLS. AOENT"
REMIT PAYMENT TOI
GERALD K MDRRISON ESQ
CENTER SQ
PD BOX 232
NEW BLOOMFIELD PA 17068
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..Ut.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: isW' EX--"FP"ii'2-:94Y-iiifficr-OF--iiiHEiiiTA;icE'TAX-AP PRAisEHiiii'-;-"Li."owiiN'CE-iilium....-.. ----.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWARTZ EDNA F FILE NO. 21 94'0853 ACN 101 DATE 02'21-95
TAK RETURN WAS I (X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL
1. R..l Ed.t. (Schedule A) U)
2. stock. and Bonda (Schedul. OJ (2)
5. Clo..ly Hald stock/Partner.hip Int.r..t (Schadul. C) (3)
4. Hortgag../Hot.. Recelvabl. (Schadule OJ (4)
S, C..h/Sank O,pollte/Hllc, Parlonal Property (Schedul. E) IS)
6, Jointly Owned Proparty (Schadule F) (6)
7. fran.fara (Schadule OJ (7)
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Fun.r.l EMpan.../Adft. Co.t./Hisc. EMP.n... (Sch.dul. H) (9)
10. D.bt./Hortg.g. Liabiliti../Lians (Sch.dul. I) (10)
11. Tot.l Daductions
12. Hat V.lu. of TaM R.turn
lS, Ch.rit.bla/GoY.rn~ental Bequa.t. (Schedul. J)
14, H.t Value of E.tat. Subj.ot to TaM
If an assessment was issued preViously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
lS. AMount of Lin. 14 .t Spou..l r.t. (IS)
16, AMount of Lin. 14 t.Mabl. .t Lin..l/Ct... A rd. (16)
17. AMount of Lin. 14 t.Mabl. .t Co11atar.l/Cla.. Brat. (17)
18. Principal TaM Due
NOTEI
TAX CREDITS I
PAVHENT
DATE
12-14-94
RECEIPT
NUHBER
MM913284
DISCOUNT t'l
INTEREST I-I
50.62
Ii
I
f.
,
I CNANGED
,DO
.00
.00
.00
21,540,55
,DO
,DO
tlll
21. 540.55
4,468.47
,DO
1111
1121
(131
t141
4,468 47
17.072.08
200.00
16,872.08
14. 15 and/or 16, 17 and 18 will
returns aSllelllled to date.
.00 K ,03_
16,872.08 K ,06_
.00 K .15_
11111
.00
1,012.32
.00
1.012.32
AHDUNT PAID
961. 71
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
1,012.33
.01CR
.00
.01CR
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. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS TNAN .1, NO PAVHENT IS REQUIRED,
If TDTAL DUE IS REflECTED AS A "CREDIT" ICRI. YOU HAV BE OUE
A RefUND, SEE REVERSE SIDE Of lHIS fDRH fOR INSTRUCTIONS.l
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RESERVATION. E,t,t.. of dlcld.nt. d~lnD on or blfor. Dlc..b.t 12, .912 .. If any lutur. Int.r..t In thrlrtlh I. l7'an"lrnd -.
In po.....lon or ."JoY"nt to el... a Ceol1e'.,al) bln,flel.,.., 0' t~ d,cld.nt .,t.r thl ..plratlonrb, any 'Itat. for
Ilf. or 'ar y..t., thl Co..onw..lth hlr,by ..pr..'IY t...rv.. thl right to IPpr.I.. end ...... tren,'.r InherItance TI...
It thl llwful el,.. a Icolle'.r..' t.t. on any luch future Int.r..t.
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PURPOSE DF
NonCE I To fulfill thl requlr...nt. of SecUon Zl4D of thl Inh.rltann IInd E.t,t, ,.. Act, Act U of 1991. 72 P.I.
Section 2141.
PAYKEHT. D"lch thl top portion 0' thl. Hotlcl and ,ubelt with your ply..nt to thl Alal,'t, of Will, prInted on thl r.v.r.. .Ide.
--"akl ch.ck or .on.~ ord.r pav.ble tal REGISTER OF MILLS, AGENT
All peV.lnt. rlc.lv.d ah'II flr.t bl .ppll.d to .n~ Int.r..t which ..~ bl due with any r...lnder .ppllld to thl tl_.
REfUND CCA), A rlfund of . t._ crldlt, which w.. not r.qulat.d on the TI_ Alturn, .'V be rlqu..ted bv cOlpletlng .n "Appllcltlon
for Refund of Plnn.vlvanll Inh.rltanc. .nd E.t.t. r.." IREV-ISIS). Appllc.tlon. .r. .vIII.bl. .t the Qfflc.
of thl R.gl.t.r of Will., .nv of the 25 R.v,nu. DI.trlct Dfflc.., or bv c.lllng the .p.clll 2~-hour
In.w.rlng .arvlc. nu.b.r. for for.. ordlrlngl In P'nn.vlv~l. 1-100-362-2050, out.ld. P.nn.~lvlnl. ~
within 10c.1 H.rrl.burg Ir.1 11111 111-1094, TOOl (111) 112-2252 IHI.rlng lepalrld OnIV).
DBJECTIONS' Anv plrt~ In Int.r..t not ..tl.fl.d with the .ppr.I....nt, allowanc. or dl..llowancl of d.ductlon., or ........nt
of t.. (Including dl.count or Int.r..t) .. shawn on thl. Hotlce au.t obJ.ct within II.tv (601 dlv' of r.c.lpt of
thlt HoUc. bVI
--wrltt.n protl.t to the PA D.p.rt..nt of Rlv.nu., Bo.rd of App.al., D.pt, 211021, Harrl.burg, P. 11121.1021, DR
-..llctlon to hlvl thl ..tt.r d.tar.ln.d .t .udlt of the ICCOunt of thl p.r.on.l repr...ntatlv., DR
--IPp..l to the Orphan.' Court,
.DHIH
ISlRAlIYE
CORRECTIONS I
flctull .rror. dl.cov.r.d on thl. ........nt .hould bl .ddr....d In writing tal PA D.p.rt..nt of R.v.nu.,
Bure.u of Indlvldu.1 T'lle., .TTNI POlt ........nt R.vl.w Unit, D.pt. 210601, Illrrltburg, PA 17121-0601
Phonl (111) 111-6505. S.. p.g. 5 of the bookl.t "In.tructlon. for Inh.rlt.nc. T.1l R.turn for. R..ld.nt
Dlc.dlnt" CREV-ISOII for an ellPllnltlon of ad.lnlltr.tlv.tv corr.ct.bll .rror..
If anv t'll due II p.ld within thr.. U) cat.ndlr lonth. .ft.r thl dlced.nt'. duth, . flv. perc.nt CSlO dhcount of
thl t.. paid II .llowld.
DISCOUNTI
INTEREST I
Inter..t I. ch.ra.d b.glnnlng with flr.t d.y of d.llnqu.nc~, or nln. 191 .onth. .nd one II. dav frol thl d.t. of
d..th, to the d.t. 01 p.v..nt. T.... which b.c... d.llnqu.nt blfor. Jenu.rv I, 1912 b..r Inter..t It the r.tl of
.1. (6~) p.rc.nt p.r InnUI c.lcul.t.d It . d.llv r.tl of .000164. All t.... which b.ee.. d'llnqu.nt on Ind Ift.r
J.nu.rv 1, 1912 will b.ar Int.r..t .t a rat. which will v.rv fr08 CII.ndar v..r to c.l.ndar y..r with th.t rete
Innoune.d by the PA D'part.ent of Rayenu.. Thl appllcabla Intar..t r.t.. for 1982 through 1'95 ar"
'!!!r Inter..t Aete D.lly Intlrest Flletor !!!! Inter..t Rlt. Dally Inter..t F.ctor
1912 20iC .000541 1917 .. .0002'"
1915 16~ .OOO"SI 1"1-1991 lIiC .000501
191" Il~ .000501 1992 .~ .0002'"
1915 Uj( .00n56 1993-199" 1X .000192
1986 1Oj( .000274 1995 .~ .00OZ"7
--Intlr..t II c.teuleted .. follo".1
INTEREST . BALANCE DF TAX UNPAID X NUnBER OF DAYa DELINQUENT X DAILY INTEREBT FACTOR
--Any Notle. I..ued .ftar the tell b.eo.e. d.llnqu.nt will rafl.et an Intere.t c.lculatlon to fllt..n liS) dev.
b.vond tha d.t. of tha ........nt. If Ply..nt I. ..d. .fter the Int.r..t eo.putetlon alt. .hown on thl
Hotlel, addltlon.1 Intere.t au.t bl cllcul.tla.
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CERTIFICATION OF NOTICE UNDER RULE 5.6(ft)
Name of Decedent: Edna F. Swartz
Dftte of Deftth: September 17, 1994
Will No,
/9C(Lj -'8 fj.3
Ac:min. No.
To the Register!
I certify that notice of beneficial interest required by
Rule 5.6 (ft) of the Orphans' Court 'Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
np~pmhAr ldr ,qqd I
~
Address
KAnnAdy's VallAY Church of God- Landisburq, PA 17040
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date:Jnnuary 27. 1995
~~.
Name Gerald K. Morrison, Esquire
Address CAnter SQuare. P.O. Box 232
NAW R1nnmfiAld. PA 1706B
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Capacity:
Personal Representative
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representative
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Edna F. Swartz
Date of Death: September 17. 1994
Will No. )./- 9' ~ -853
Admin. No.
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 estate:
1. State whether administration of the estate is complete:
Yes x 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 No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
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.
Date: Januarv 27. 1995
ald K. Morrison Es uire
(Please type or print)
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Center Square. P.O. Box 232
Address
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