HomeMy WebLinkAbout94-00858
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I)ETITION I.OR PRODA TE and GRANT OF LETTERS
No. ~- qt{.- 8'sE'
To:
Rcglslcr of Wills for th~
. /)l'l"eUSeIJ. County of Cumberlanrl In the
Sodal SecurIty No. 085-12- 2665 Commonwenllh of Pennsylvnnln
Thc pellllon of Ihc underslgncd rcspcclfully rcprcscnts thlll:
Your pellllollcr(s), who Is/arc 18 ycms of IIge or older IInlhc cxecut rix
IlIlhe lasl will of Ihc above dccedenl, dalcd 0.. f"nb"" 11
and codlcll(s) dnled
Doris J. Matthews
Estate of
also knoll'n as
lIamed
, 19-IDL
n Qr"~
('1l1h~ ,t1f:\'UIII drCllImllllU:C\, c.a. 'CIIIIII,l1l1loll, drath nr e,<<lIlo" tiC.)
Decendent was domiciled lit death In Cumberland CoulltY1Pelll1sYlvllnln, with
her IlIstfamIlYOrJ'r1nclpalill.!dcnce~)' 199 Birch Lane. Car iSlei PA
(i'YJ;d \" l>e~ 'lUll 170 3
(11\1 ,ueCI, lIumber nmlll1l1l1dpllllly)
Decendent,lhen 71 years of IIge, died Augus t 13 , 19 94
at Holy Spirit Hospital. E. Pennsboro Twp., Cumberland Co. .
Exeept 115 follows, decedent did not mllrry, was not divorced IInd did not have II child born or adopled
ofler execution of Ihe will offered for probate; was notlhe victim of 0 killing and was never adjudicated
Incompelem:
Decendcnl al death owned properlY with estlmllled vlllues os follows:
(If domiciled In Pn.) All personal properlY S ! 2,CJu 0 ,
(If not domiciled In PII.) Personal properlY In I'ennsylvonlll S
(If not domiciled In Po.) Personlll properlY In County S
Value of real eSlOle In Pennsylvania S 0.00
sltualed os follows: non<>
WHEREFORE, petllloner(s) rcspectfully requesl(s) the probllle of the lost will and codlcll(s)
presented herewith and Ihe grant of leltcrs testamentary
(IC\lurnc:nlafY; olImlnblfatlon c.I.a.; admlnlslrD.llon d,b,n.c.t,a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01-' PENNSYLVANIA } 88
COUNTY 0.. CUMBERLAND
The pClltloner(s) obove.named swear(s) or IIffirm(s) Ihot Ihe Slalements In the foregoing petlllon are
Irue and correct 10 Ihe besl of the knowlcdge and bcllef of pClllloncr(s) nnd Ihot os personal represen.
lallve(s) of lhe above dccedent pelllloner(s) will ;~~y odmlnlSler)he estate according 10 law.
Sworn 10 or afflrmcd IIvd subscribed ~.: d ~~u ./ '"
bef06H~' ~./l b:;1r19.~_~ ~~ F. Taylor} ~'
GAl f I V?./) ~ w..., '1t:::77J2.. - ~ . ~
Me. LEWI S 1l"lIi.Her ~
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No. 21 - 94 - 85B
Estate of
Doris J. Matthews
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 7. 19....2!L., In consideration of Ihc petition on
the reverse side hereof, sotlsfoclory proof having been presented before me,
IT IS DECREED thai the Instrument(s) doted October 11, 1988
described therein be admitted to probate and nted of record os the lost will of
Doris J. Matthews
and Letters Testamentary
ore hereby gronled to Suzan F. Tav10r
FE~
Probate, Letters, Ete. ......... S 50.00
Short Certlficates(4 ) .... .. .... S 1? 00
Renunciation ................ S
X-Pages S 6.00
JCP TOTAL _ S 7~:S8
Flied .... ..QCmm..~.. JJl.!!L.........
'7lp"A~ (! ~1~1:~r~~ fJm {1j; tJro.
MARY C. LEWIS
Murrel R. Walters, III, Esq.
ATIORNEY (Sup. C'.I.D. No.) No. 24849
54 East Main Street
M~('hnn""Clh""8. 'PA '7n"5
ADDRESS
(717) 697-4650
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Letters to be picked up by Executrix on 10-7-94.
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WARNING: Ills 1II0gallo duplicate this copy by photostat or photograph.
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COUMONWEALTH or PlHHIYLYANlA. DEPARTMENT Dr HEALT"' VITAL AICOADI
CERTIFICATE OF DEATH
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199 Birah Lane
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LAST WILL AND TESTAMENT
OF
DORIS J. MATTHEWS
I, DORIS J. MATTHEWS, a resident of Martin County, Florida,
being of proper age and of sound and disposing mind and memory,
do make this my Last will and Testament, hereby revoking and
annulling all others by me heretofore made.
ITEM ONE
My below children are aware of this, but I wish to confirm
that I have already made all arrangements for and paid for my
funeral but a complete record of this and instructions are with
FORREST HILL MEMORIAL PARK ASSOCIATION, Palm City, Florida.
ITEM TWO
I desire and direct that all of my enforceable debts and
funeral expenses be paid without unnecessary delay by my Personal
Representative hereinafter named and appointed. I specifically
authorize her to pay said debts and expenses without their first
being the SUbject of a formal claim filed against my estate.
ITEM THREE
To my son JOSEPH T. MOSES, if he survives me, I devise the
following I
1. My 1984 Schulte Mobile Home which is now located at
Country Manor, 199 Birch Lane, Carlisle, Pennsylvania.
2. Any automobile that I own at my death, together with
insuranco policies thereon.
3. All of my cemetery lots (four separate locations).
ITEM FOUR
To my daughter SUZAN F. TAYLOR, if she survives me, I devise
all the rest of my tangible personal property not including money
and securities together with any insurance policies thereon.
ITEM FIVE
All of the rest of my estate, inclUding any possible lapsed
devise from above, I devise to my children SUZAN F. TAYLOR,
~t-~;MA?;;~ ,,"...-,~
OUOHTIRSON. OUOHTER8UN, PREWITT a SUNDHE.IM - P O.DnAWI:I1 oa, STUART, FLORIDA 3:S4'UI
LOREN G. FOSTER and JOSEPH T. MOSES, share and share alike on a
per stirpes basis.
. \.
ITEM SIX
If any person named herein as a beneficiary, either direct
or contingent, shall not survive me by at least 30 days, and such
person is required to survive me in order to take property under
this Will, then I direct that such person shall be deemed to have
predeceased me for the purpose of this will and that the
provisions of this will shall be coltstrued upon that assumption
and basis.
ITEM SEVEN
I appo~nt my daughter SUZAN F. TAYLOR as Personal
Representative of this my Last will and Testament. If she should
fail for any reason whatsoever to serve in such capacity, I
appoint my son LOREN G. FOSTER as Personal Representative.
It is my express wish and desire that said persons be
excused from giving any bond in connection with such office.
ITEM EIGHT
In the administration of my estate, I do hereby vest my
Personal Representative or any successor with full power of sale
and with power to mortgage any assets of my estate, whether real
or personal I to sell for cash or creditl to compromise any claims
belonging to and against my estate, as they may deem lawfu11 to
retain such securities, property and investments that I may own
at the time of my death for such period of time as they may deem
advisable I to invest and reinvest my property as they may deem
advisable, whether or not such investments are authorized by law
as investments for fiduciaries I to distribute in cash or in kind
or partly in cash and partly in kind.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this II day of october, 1988.
#d4~I2~Jm~"'u~ "/.
DORIS J R'MATT EWS
2
DUOHTIRBON. OUOHTERSON. PREWITT lit SUNDHEIM - P a.ORAWER 00, STUART. FLORIDA 33<11nl
,
. . .
.
We, whose names are hereto subscribed, do certify that DORIS
J. MATTHEWS, the Testatrix, subscribed her name to this
instrument in our presence and in the presence of each other, and
at the Bame time she declared in our presence and hearing that
the same was her Last Will and Testament and requested us, and
each of us, to sign our names thereto as witnesses to the
execution thereof, and which we hereby do in the presence of the
Testatrix and of each other this I/i/J day of October, 1988.
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~AM. 1?>j,JL..U"'~ residing at ..JIN.n,. -AnLli
STATE OF FLORIDA SELl PROOF OF WILL
, Florida
, Florida
, Florida
COUNTY OF MARTIN
We, DORIS J. MATTHEWS,
Ara A. Hatcher
Linda Sachs
,
and
Susan Hermesmeyer
the Testatrix and the witnesses, respectively, whose names are
signed to the attached or foregoing instrument, having been
sworn, declared to the undersigned officer that the Testatrix in
the presence of witnesses signed the instrument as her last Will,
that she signed, and that each of the witnesses in the presence
of the Testatrix and in the presence of each other signed the
Will as a witness.
~(I~.J2..&?o.~~,.~
DORIS J. ~TTHEWS
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Wftness (/
Subscribed and sworn to before me by DORIS J. MATTHEWS, the
Testatrix, and by
Ara A. Hatcher
Linda Sachs
,
and
Susan Hermesmeyer
,
the witnesses, on this -1L-- day of october, 1988.
~;~; ~~:t~~'0(\YLM
My commission expires:
;..H~;J" "HOl T~ ~f~1r nf nC~ju.4
I<lY ([1I't!1,,;.:i';:j (It'. .Jl;LY b.llJ~2
3 l!C::Cf:O IIHItI 'jl"Ll1.~,l I~S. u,o.
OUOHTERBON, OUQHTEnSON, PREWITT o!Il SUNOHEIM - P o,on^wcn uo. STUART, FLORIDA 334DD
OJI-CfI-J -VS'l
COUR~ OF COMMON PLEAS OF CUMBERLAND COUN~Y
ORPHANS' COUR~ DIVISION
Estate of DORIS J. MATTHEWS
Aooount No. 5369900150113731
Sooial Seourity No. 085-12-2665
Notioe of olaim bv Chemical Bank filed nursuant to
Section 35321bl 121. of the PEF Code.
To the Clerk of the Orphans' Court:
Enter the olaim of Chemioal Bank in the amount of $1,571,61,
against the above-entitled Estate. The deoedent, who resided at
199 Biroh Lane, Carlisle, PA
17013 died on August 13, 1994.
Written notioe of said olaim was given to Susan Taylor, 3131 S.El.
Fairmont Street, Stuaret, FL 34997 on November 14, lS94,
CHEMICAL BANK
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BY: ,'t2?tecu../ . 0
Assistant Vioe presi e t
100 Duffy Avenue
Hioksville, NY 11801-3699
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BY:
L P. GORSON
1 Sansom Street - Suite 703
Philadelphia, Pa 19103
(215) 569-4661
I. D. II 02868
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Doris J. Matthews
Date of Death:
8/13/94
will No.
Admin. No. 1994-00858
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
2/1/95 :
~
Joseph T. Moses
Suzan F. Taylor
Address
Loren G. Foster
199 Birch Lane, Carlisle, PA 17013
3131 S.E. Fairmont St.. Stuart, FL 34997
200 E. Keller St., Mechanicsburg, PA 17055
Date: 2/1/95
Notice has now been given to all persons entitled thereto unde
Rule 5.6(a) except none
Sign
Name
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Murrei K. Waiters, ili,~sq.
Address~4 E. Main Street
Mechanicsburg, PA 17055
TelephoneP17j 697-4650
x
Personal Representative
Counsel for personal
representative
Capacity:
/5"-J 3g ./:J..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INtlERlTANC[ fAX DIVISION
DEPJ. 210601
IlARR!SlURD, PA 11128'0601
NOTICE OF INHERITANCE TAN
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
II I ESQ
PA 17055
12-02-96
MATTHEWS
08-13-94
21 94-0858
CUMBERLAND
101
A.aunt R..Hted
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DORIS
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'y:is'4-j-E'lc-AFi.--roY:96Y-ilCiYicni'F"i"NHEiiiTliNcE-YA'x-jiPPR'AisEii€ilr-,--,H.i."owliNCrijlinmmnnn---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MATTHEWS DORIS J FILE NO. 21 94-0858 ACN 101 DATE 12-02-96
TAN RETURN WAS' I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Eat.t. (Schedul. A)
2. stock. and Bond. (Schedule DJ
3. CIoa.ly Hald stock/Partnership Int.r..t ISchedul. CJ
4. HortQag../Not.. Recaivable ISchedul. DJ
5. C..h/Sank Dapoltta/Htlc. Parlonal Property (Schedul. E)
6. Jointly Owned Property (Schedule f)
7. Tran_fara (Schedul. OJ
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
,. Funaral Expan..,/Ad.. COlta/HiIO. Expan... (Schedul. H)
10. Debt,'Hortg.g. Liabiliti../Li.n. (Schadul. I)
11. Tot.l Daduction.
12. Nat Valu. of TaM Raturn
15. Charitabl./Gov.rn.antal aaqua.t. (Schedul. J)
1~, Nat Valua of E.tat. Subjact to TaM
I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAXI
IS. AMount of Lina 14
16. AMount of Lina 1~
17. AMount of Lina 14
18. Principal TaM Dua
NOTE:
at Spou.al
ta)(abla at
ta)(abla at
rat.
Linaal/Cl... A rat.
Collataral/Cla.. D rata
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHOER
DISCOUNT I')
INTEREST 1-)
1.448.06
6.060.90
1111
C121
CUI
114)
14, lS and/or 16, 17 and 18 will
returns assessed to date.
III
121
13)
C41
151
161
171
191
1101
1151
1161
117)
I CNANGED
.00
,DO
,00
.00
6.977.65
,DO
,DO
CBI
.00 N ,03.
,00 N ,06.
,DO N .15.
I1BI
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIDN~L INTEREST.
NOTEI To in.ura proper
cr.dit to your accDunt,
.ub.it tha uppar portion
of this for. with your
taN pay.ant.
6.977 ,65
7.~OA q6
531.31-
,DO
531.31-
.00
,DO
,DO
,DO
.00
,DO
,DO
,DO
IF TOTAL DUE IS LESS TNAN f1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS.)
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RESERVATIDN. Elt.t.. of dlcldlnt. dying on or b.for. D'c.~.r 12, 19.2 .. If any lutur. Int.r..t In thl .,..t. I, trln.f.rr.d
In po.....lon or "'JDV.~t to el... . (eolht,r.U b.".f1clarl.. of thl dlud.nt .ft.t thl ..plntlon of In>>, uht. for
11'. or for V"'" thl Co..onw"Uh hUlby ..pr...1v nun.. thl rliht to .ppr.... and ...... tran,'.r fnhlrlhnce 'I.U
It thl llwful el... . Ceoll,t,r,l) t.t. on any such future Int.r..t.
PURPOSE OF
NOTICE. To fulfill thl "qulr...nt. of Slctlon IUD 0' thl Inhultanu and Elt,t, Tn Act, Act Z2 0' .'91. 7Z P.S.
S.ctlon ZI.,D.
D,tlch thl top portion of this Hotle. end 'Ub,1t with your pI.,..nt to thl Rlallh,. of Willi printed on thl rlv.r.. .Id.,
u"UI chick or .onlY order p.r.blt tal REGISTER OF MILLI, AGENT
All ply.entl r.ulVld ,hill fir.. bl applied to any Inte"e.t which .IW be du. with WlW n..lnd.r .pplled to th. t...
REFUND (CRh A r.fund of . till credit, which wu not nquut.d on th. Te. R.turn, "W b. nquut.d bw co.pl.tlng .n "Appllc.tlon
for R.fund of P.nn.wlvanl. Inh.rltlnc, and E.t.t. Ta.R (REY-ISIS). Appllc.tlon. ar. .v.llabl. .t the Offlc.
of th. RIght.r of WUh, anwof the U R.vllnu. Dlltrlct OffiCII, or bW caUlng the .pecl.1 U-hour
.n.werlna .ervlc. ~.r. for for.. ord.rlngl In P.nn.ylvanl. 1-100-S62-2050, out.ld. Penn.ylvant. and
within 10c.1 H.rrl.burg ar.. (717) 787-109~, TOO' (717) 772-2252 CH.arlng lap.lr.d Only).
PAY"EHTI
OIJECTJOHSI Any party In Int.,ut not ..thfl.d with the apprah..ent, aUowanc. 0,. dls.UowWlc. of deduction., 0,. ........nt
of t.. ClnclucUng dhcount or Int.run .. .hown on this HoUc. IN.t obJ.ct within .lxtv UO) din of ,..c.lpt of
this Notlc. by.
--w"ltten prot..t to the PA Dlplrt..nt of An.nu., lo.rd of App...., Dept. 281021, H.rrhburg, PA 17121-1021, OR
--el.ctlon to h.v. the ..tt.r d.t.relnld .t .udlt of th. account of the per.on.1 ,.apr..ant.tlve, OR
-.'PPIII to th. Orphan." Court.
A!>>tIN
ISTRATJYE
CORRECTIONS I
Flctu.1 error. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.part.lnt of Aev.nul,
Bur.au of Indlvldu.1 T..e.. ATTNI Po.t A.......nt R.vlew unit. Dept. 280601, Harrl.burg, PA 17121-0601
Phone 1717) 717-6505. See pag. 5 of th. bookl.t Rln.tructlcn. for Inh.rlt.ncl T.. Alturn for. R..ld.nt
D.c.dant- (REY-1501) fa,. an .lCpl.n.tlon of 'd.lnl.tr.tlv'ly corr.ct.bla error..
II any ta. du. II p,ld within thre' (S) c.llndar .onth. 8ft.r the d.ud.nt', d..th, I flv. p."cant CS:U dhcount of
th. t.. p.ld I. .llow.d.
Th. 15:( t.. ......h non-p.rtlclp.tlon p.n.lty It co.put.d on th. total of th. t.. .nd Intlrut .......d, and not
p.ld b,'ore Jlnulry II, 1996, th. flr.t day .ft.r the .nd of 'h. t.. '.n..tv p.rlod. Thh non-participation
p.n.lty It IlPPlllabl. In 'h. .... ..nn.r .nd In the the .... tI.. p.rlod II you would .pp..l 'h. 'a. and Inter..t
that ha. ba.n .......d .. Indlc.'.d on thl. not Ie..
DISCOUHh
PENAL TVI
IHTERESTI
Intlrllt It charll.d b.glnnlnll with flr.t day of d.lInqu.ncy, or nln. (9) aonth. and one Cl) dlY fro. the date of
de.th. to the d.lI of p.y..nt. r.... which b.c..e d.llnqu.nt b.for. January I, I'll b.." Int.rllt .t thl rat. af
II. C6;() p.rcant p." annUlI c.lcul.t.d at a dally rat. of .00016ft. All t.... which b.c... d.Unqu.nt on and aftar
Janu.ry 1. nil will b..r Int.r..t at . rat. which w111 lIary fro. cal.nd.r Yllr to cahnd.,. Yllr with thllt ,..ta
.nnounc.d b~ th. PA D.p.rt..nt of R.v.nu.. Th. appllcabl. Int.r..t r.t., for 1982 throu~ 1996 .r'l
'!!!! In'.rllt R.t. Dally Inter..t Factor !!!r Int.r..t A.I. Dally Inter..1 raclor
1912 ... .OOOSU 1987 .. .D00247
I9IS 16;( .000U8 1981-1991 11;( .DOOsal
198ft In .Ooosal 1992 .. .000247
1915 ISle .000356 1993-199" 7> .000192
1916 10:< .000271't I99S-1996 .. .00021't7
--Int.rut II calculatad .. followlI
INTEREST. BALANCE OF TAN UNPAID N NUNBER OF DUB DELINQUENT N DAILY INTEREST FACTOR
--Any Notlc. luu.d .ft.r th. t.. b.co... d.llnqu."t will r.lI.ct an Intlrllt calculation to flltlln liS) day.
b.yond the d.t. at tha ........nt. If p.y..nt I. ..d. att.r the Int.r..t co.put.tlon d.,. .hown on the
Hotlc., nddltlonal Int.r..t ~., ba c.lcul.t.d.
. '
I
\')1"
. 'I' ()IJ
'l' ,I),
RlY.I500 u. 17.Q.t, \ J~.Q_
t.
COMMONWfAl1.. or PfNNSYlVANIA
DEPARtMfNt OF It[Y(NUE
DIPI 180601
UAUISlURO.'A 17 21,0601
DEUDEN' NAMI I'" . flll . At~D MIDOU INI IAI
~
"'s..
blt:lj
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tillS
a:D
a:",
B~
, '...-1
J
I 'I )-; (I - I.:~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR DATU OF DEAtH AnlA 12'311~1 CHICK HIAI
~tv::~TumDIT I~ CLAIMID 0
miIiUMiii
199/,-00858
COUNty CODE YEAR
COM l ,t001l
NUMBER
OIUO It '
lS
~
'"
..MATIll!ili.S Doris J.
'O('Al "~U;'; ~:'~" OA~" o~ D~A"~ 4 JDAlI ;J"~~ L9 3
~, ","I("IU,IU1H11tIG ,POUlt' NAil' C1UI. III" ..t'D "IOOIIII'IU"II $OCIAI ueUIIIIY tWMUII
199 Birch Lane
Carlisle, PA 17013
Coo" Cumberland
AMQUW U((IYIO l$lI IN$flUCtlONSI
at] 1. Orlglnol Relu'" CJ 2. Supplemental Relurn
o A. limited Eslate 0 .40. Fulur. Inl.,... Compromhe
(for dol.. 0' death ah., 12.12.82)
06. olc.denl Died Te,lall 0 7. O,cldent Maintained a living T,uI'
(Ana,h ,apy 01 WillI (Alla,h ,apy 01 TIUl'1
A COR RESPONDE CE AND CONFIDENTIA TAX INFORMATIO S 0 BI DIRE
NAMI COM'UU "';'111140 It DI
Murrel R. Walters, III, Es~.
IUUHOHf NUMIU
I. Real E"ale (S,hedul. AI
2. Slodu and Bonds (Schedule 81
3. C1ol.ly H.ld Sloc~/Pa'ln'rlhlp Inl.,.st ISch.dul. q
... Morlgag.. and Nol.. Rec.lvable ISchedul. D)
5. Ca.h~ Bank O.potlh & MIIt.lIon,oul Penonal Prop.rly
(S'hedule EI
6, Jaln.ly Own.d Properly (S,h.dul. FI
7, Tra..I... (S,h.dul. G) IS,hedul. L)
B. Tolal Oron AU'II (IOlollln.. 1.7)
9. Funlfol expeRt.., Admlnhlrotlv. Co,Is, MIIt.llan,oul
Expenlt' (Sch.dul. H)
10. Debit. Morlgag. lIobllilltl, lI.ns (Schedule I)
11. T 0101 O.dudla.. (Ialallln.. 9 & 101
12. Nel Volu. of E,lolollln. 8 minus lIn. II)
13. Chorllobl. and Govlrnmental Boque"1 (Schedul. J)
14, N.I Value Subl.cllo Tax (line 12 minus lIn. 13)
15. Spousal Tran.r.n Ifor dol., 0' death aft.r 6.30.9.4)
See In.truelloR' for Ar,pllcobl. Perc.nlag. on Rev.n. 115)
Side. IInclude ~olues rom Schedule K or Schedule M.)
16. Amounl of line 14 laltabl. 01 6% rolo 116)
(Includ. ~alulIs from Schedule K or Schedule M.)
17. Amaunl 01 line 14 taltoble 01 15% ral. (17)
(Include valuet from Schedule K or Schedule M,)
lB. Prlnclpallolt due (Add talt f,am lines 15. 16 and 17.)
19. Crodllt Spousal Po~erly Crodll Prior Poymenls Discount
20. If line 19 It greoler Ihan line 18. onler Ihe dlfferlncl an lInl 20. This It Ihl OVERPAYMENT.
m O...:r.r:I!'IIu......I....I.......I...lu...,h,U.......mmlr."l........'~""I1l.!..&""''''''
7171
697-4650
o 3. Romalnder R.lurn
(lor dol.. 01 d,alh prla, 10 12.13.82)
o 5. federal Eslole Talt Relurn Required
_ B. Tolal Number of Safe DepollI Bo..s
ED TOb. _!..-:'l.~i;P.' :((/t..'!~{.r.':...,.h:, ..,
54 East Main Street
M!!!chanicsburr" PA 17055
(11 -0-
(2)-- -0-
(31 -0-
( 41 -0-
(51 6, 977 . 65
16) -0-
( 71 -0-
1,448.06 (8 )
(9)
(10) 6,060.90
6,977 .65
7,508.96
(531.31)
'"
'"
5
!
a:
'"
'"
!i1
Ie
z
'"
...
=
..
+
(111
(121
1131
(14)
M._-
)( .06.
)C .IS .
1181
Inl.rosl
+
1191
(20)
(211
(21AI
121B)
21. If line 18 It gtoaler than line 19, enler Ihe dinerenco on lIn. 21. This Is ,he TAX DUE.
A. Enler Ihe Intorest on the balance duo on line 21A.
B. Enler the tolal of lIn. 21 and 21A on line 21B. This Is Ih. BALANCE DUE.
Make Check Payabl. tal Reglll.r of Willi, Aglnt
, >- BE SURETO ANSWER ALL QUESTIONS ON REVERSESIDE AND TO RECH CK MATH .:',.', .'J
Under ponalllos of perlury. I declar. Ihall ha~e uomlned this relurn, Including accompanying schedules and slalemenlt. and to Ihe bett of my Icnawledgo and boUef,
It Is Irue. correct and complete. I doclare Ihat 011 rool ostalo has boen roparleer at true mar)col ~aluo. oeclarallon of preparer olher than the penonal repretonlall~. It
balld on alllnformollon of which preparer has any knowledge.
SIOHAIUIl "USOHIlU'Ot~ IIU'OIl IINGIl' UIlN ADDU!!.!!. 3131 S.E. FnirT:1ont St. DAI,t.../. f
Suzan F. Taylor .tll~ FL 34<)<)7 . ~ 1/3 Y6
ADDIlUS · DA1J... '
Hurrel It. \lalters, III, ESfJ. ll" ('I' ?c::;
~l, I,nst 11nl.n :itreet
MechnnicsburR. PA 17055
Act #48 of 1994 p.ovldol for the reduction of the tax ratel Imposed on the net value of transfers to or for
the us. of tho IpOUI.. Th. ratel 01 prelcrlbed by the Itatute will bel
. 3% (.03) will b. applleabl. for eltates of deeedentl dying on or after 7/1/94 and b.fore 1/1/96
e 2% (.02) will be applicable for eltatel of deeedentl dying on or after 1/1/96 and before 1/1/97
. 1% (.01) will be oppllcoble for ellatel of deeedentl dvlng on or after 1/1/97 and before 111/98
. Spoulal transfers oeeurrlng on or after 1/1/98 will be exempt from Inherltanee tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
ES NO
1. Old decedent make 0 transfer and:
x
o. retain the use or Income of the property transferred, .......................................................
x
b. retain the right to designate who shall use the property transferred or Its Income, ...............
)(
c. relaln a reversionary Interest; or ...................................................................................
d. receive the promise for life of either payments, benellts or care' .......................................
2. II death occurred on or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration' If death occurred oller
December 12, 1982, did decedent transfer properly within one year of death without receiving
adequate consideration' .............. .0' ................. ........oo...... ........... .0.... ..... to. ..... ........ ........, to
x
x
3. Old decedent own an 'In trust for' bank account at his or her death'......................................
'"
x
.J _
'0 ,.) ":i;~
_c, IF tHE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUS~COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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0: -
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rr\
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uu
... ,,> \':"~"~...~,,;',:,;',,:-t"'"to1'iO-'t:i._'tl"!.:ur.~'!~!l.
.~-' ..,.,,,,,<",,-,~.....,.,,,. .......
uwuoab.'U7J
*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PI.o.. Print Dr l .
FILE NUMBER
1994-00858
COMMONWrAlTH 0' ~rNN'YlVANIA
IHHIlITAHCI TA .nulH
.IIIDIH' Ole DIHT
ESTATE OF
MATTHE\~S, Doris J.
rAU prop,rtv lolntlVooOWn,d with the Right 0' lurvlvorahlp musl b. dllclo..d on Sch.dule FI
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
1.
PNC Savings #05030098152
PNC Checking #05070092599
1984 Shult Mobile Home
1981 Buick Regal
American Express - refund
PNC Bank - ref.und
Capital Blue Cross - refund
58.24
17.64
6,500.00
300.00
37.00
1.17
63.60
2.
3.
4.
5.
6.
7.
S 6,977.65
(A"ath additional 8Yr" )( II" sh"ts If motl SpOct II n..d.d,)
ESTATE F
MATTHEWS, Doris J.
ITEM
NUMBER
Admlnl.trative co.t..
1. P.rsonal R.pr...ntatlv. Camml..lon.
Social S.curlty Numb.r 01 P.rsanal R.pr...nlatlv.,
Y.ar Commission. paid
J(V""Utl'''1
A.
1,
B.
2,
3.
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
CQMMQNW[AUH OF '(NN~VlVANtA
INHfRlIANCf 'AX REtuRN
RESIQ(NIOfC(D[Nt
PI.a.. Print ar Tvp.
F E NUMBER
1994-00858
DESCRIPTION
AMOUNT
Fun.ral Exp.n....
Forest Hills Memorial Park
998.06
renouncerl
Allorn.y F... Murrel R. lo1alters, III, ESfj.
350.no
Family Ex.mptlon
Clalmanl
Addr... of Claimant al d.c.d.nl'. d.alh
Slr..1 Addr...
R.lotlon.hlp
SIal. Zip Cod.
City
4, Probal. F...
C. MI.c.llan.ou. Exp.n....
1.
2,
3,
4,
5.
6,
7,
8,
100.01)
TOTAL (AI.o .nl.r on IIn. 9. R.capllulallon)
(II more .pac. I. n..d.d, In..rt addltlonal .h.... of .am. .Ize.)
51,448.06
'1IY1l"": 1'."1 *'
COMMONWlAlfH 01 '(NNlnVAH....
INHlln.NCI'....lnUIN
'UIOIN' DICIOINI
ESTATE OF
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
TTHEWS
Doris J.
PI. a.. Print ar T .
FILE NUMBER
1994-00858
AMOUNT
33.00
18.00
200.73
99.74
407.39
4,119.74
728.47
23.43
108.66
11.00
295.77
14.97
TOTAL (AI.o onl.. on IIno 10, Rocopllulallon)
(It more space Is n..d.a, insert additional .h..,. 01 same size.)
S 6.060.90
DESCRIPTION
Shell Oil #536-9001-5011-3731
Mobil Oil #892-597-603-0
Discover Card 66011-0045-4450-2228
Blair 8685145952
American Express 03737-303481-22004
PNC Bank #4001000611062108
The GM Card 65437-0003-1493-2001
Publishers Clearing House #3003-7858-8301
Readers Digest 001797-80218
Nancy R. Sheiblev/Tax Collector #2048
Nancy R. Sheibley/Tax Collector P4l0
American Bank/overdrawn #322386806
f.fV.UluitCU'1
,f~
eOMMONW'A"H 0' "NN,nVANIA
IHHlln.HCI ,.. .nUIN
IlllOIHf OleIOIN'
SCHEDULE J
BENEFICIARIES
ESTATE OF
MATTHEWS, Doris J.
FILE NUMBER
1994-00858
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
I.
A. Taxabl. B.qulShl
Joseph T. Moses
199 Birch Lane
Carlisle, PA 17013
Suzan F. Taylor
3131 S.E. Fairmont St.
Stuart, FL 34997
son
1/3
2.
daughter
1/3
3.
Loren G. Foster
200 E. Keller St.
Mechanicsburg, PA 17055
son
1/3
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charilabl. and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o ontor on IIno 13, Rocapltulatlon) S
(If mort .pac. Is n..d.d, Inllrt additional .h..,. af .am. Iln)
.
CJ
STATUS REPORT UNDER RULE 6.12
Name of Decedent I
Doris J. Matthews
Date of Deathl
8/13/94
Will No.
Admin. No.
1994-00858
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1.
State ~hether administration of the estate is complete I
Yes Y No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
comp1etel
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal repr~sentative file a final
account with the Court? Yes No v'.
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 ~ No
d. Copies of receipts, re eases, joinders a d
app.rova.1s O..f formal or informal acco~ts~a be~e wit th
Cerk o~ the orphans' Court and may be ta d spar.
':.., :q': ;;t: f/; n ~ ~
. ,,_ "'L'
., "" /'
. olite I '8/19'/96
, ,
(I j',
i..':J ci:
a:
I ~J
~,
.- E
~::J
UU
Signat.ure
Murrel R. Walters, III, Esq.
Name (Please type or print)
54 East Main Street
Mp.chanicsburg, PA 17055
Address
N
N
<:::l
L7~
~"
(717) 697-4650
Tel. No.
Capacity: Personal Representative
k' Counsel for personal
representative
(MAHlrmflAM3)