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Home My WebLink About94-00897 . ,.;~ '.v.. ',or . --" .-,; .._e- PETITION FOR I)ROIIA TE und GRANT OF LETTERS No. ~ I .. '11./' 8 q 7 To: t I ! i Eslalr III Gl"dvn Il. OWl'nn a/sII k""w,, as Rrgl'ler of Will, for the ,11<','ra",'d. Counly of Cum!JC1-l"nrl In the SIIda/ Sr"lIr/ty Nil. 2 1 0 - 4 rr=<l t; 7 8 Conllnonweahh of Pennsylvania The pelhlon of Ihe undersigned re,peclfnlly repre,enl' Ihal: Your pelltloner(s). who Islare 18 yenrs of age or nlder an the execlll 01- Inlhe lasl will of Ihe above decedem daled .I" n u" 1- y 8 I . and codlcll(s) daled n I " named . 19.21- (,lale reIC\'lUlIl,:lrcUlmlanc~". t,M. n:nunclalloll. drath or nrcuto" ctc.) Decendenl was domiciled at dealh In cumborl nnd County. Pennsylvania, whh II O):Jaslfamllyorprlndpalresldeneeal 109 E. Pilrk Streot. Cnrlisle. PA 17013. Borou9h of Cilrlisl~ (Iiu '11<<'1. number and munclpalil)') Decendenl.lhen 82 years.ofall.e,dled October 18 ,19 94 ~ cnnisle. pA . ExecI'I as follows, deeedenl did nOI marry, was not divorced and did not have a child born or adopted after execution of the will offered for probale: was nollhe vicllm of a killing and was never adjudicated Incompelenl: Decendent at dealll owned properly whh estlmaled values as follows: (If domiciled In Pa.) All personal properlY (If not domiciled In Pa.) Personal properlY In Pennsylvania (If not domlelled In Pa.) Personal property In CounlY Value of real estate In Pennsylvania shualed as follows: Borouqh of Cnrl is 1 e. county. pA s s s S Cumberlnnd 150,000.00 <;n nnn nn WHEREFORE, pelltioner(s) respeclfully reQuest(sl the probate of the last will and eodlcil(s) presenled herewhh and the grant of lelters testamentary \ (InlamcnlarYj administration c.t.a.: admlnblrallon d.b.n.c.t...) theron. :> I~ 111,-,,_1 r(L",- .. ~ c. ,.:,1\.;. I'd Owens ;'0';1 p (I Rnv ~d(, ~i Mt. pocono~ pA 18344 18 ~. ~'1'1' ~~ J _'u ~ ~ ,~ /- /. , ".- it Geor 0 Owens ~ 0 AArES PnC'im 1 APO AI' 9Q.378516~ ~ in 0 II' F/I./1 (,/>;'14 I::> ... .~.--LU;J L~ "7/( "'U'~ Ph~llis^Mnrks 1] ~ aQ9dY~Kr ,~~~ Gnr ners 4 1 - Go ,- :) S ~- c ;1 I . .- .li'nbeth J. Bnker Box 232 20 Wn]nut Street Boiling Springs, PA 17007 t?r1- .25""S'-G.:l. 7/ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH QIo' PENNSYLVANIA } sa COUNTY OF CUl-'BERI.AND S, worn to or affirmed and subscribed { before me thi, 20th day of ~ER ~~9 '1()2~(I.,JLt.'t. 1'" (~(L..2J.......' If1I. t u~ .1 R"RiIlfr ,1.\- 1--' The pelltloner(s) above-named swear(s) or affirm(s) that the statemenlS in the foregoing petition are true and correct 10 the best of Ihe knowledge and belief of pelltloner(s) and Ihat as personal represen- tatlve(s) of the above decedenl pelltioner(s) will well and truly administer Ihe estate according to law. a ~L, ) ~ ..' il i:! ~ .... . . .",1- "':z:; #JU.-- ;/./ '7hf ~,..'" . '.I.,.~; IILc./..- )3/t.AJ,. ./ No. 21-94-0R97 Estate of G1ndys H. Owens , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW OCTOBER 24. 19~, In consideration of the petition on the reverse side hereof, satlsfaetory proof having been presented before me, IT IS DECREED that the Instrument(s) dated .T"nll"ry R. 1991 described therein be admitted to probate and OIed of record as the last will of Gladys R. Owens and Letters Testamentarv are hereby granted to C. Edward Owens, Phyllis L. Marks, George K. Owens Elizabeth J. Baker ".f r '1) ~p<-..c, FEES Probate, Lellers, Etc. ......... S 235.00 Short Certlflcates(5 )'. .. .. .. ... S 15.00 Renunciation ................ S 5.00 2 X-PAGES AND JCP S 11.00 TOTAL _ S 266.00 Flied .qqtP.~~~. ~.q... ~~.~~............... 19373 ATTORNEY (Sup. Ct. t.D. No.) 28 South pitt street, Carlisle, PA 170 ADDRESS (717) 249-8300 PHONE c'-c ,-;) ~-. c .., M; ;;J ()(.J CALLED ATTORNEY OCTOBER 24. 1994 I.", 21-94-897 This is III n:l"lif)' 111.11 thl,lnllll'lll.llitlll hl~ll' ~iH'1I i'i (1II1nd)' lPpwd 110111 ,1IIIII igill,d,ll'lIilililll'III tk.lll.l,dul)' fBl't! wilh 1.0(,11 Hc:gisrrJr. Thl' 01 i}.;iIJ.llll'rlilir.llt' will he.: fllrw,lhll,d 10 till' Sr,lll' Vil.1I I(C'ltlld, (Hllll' lur perlll<lI1l'1l1 1lllllK WARNING: It Is Illegal to duplicate this copy by photostat or photograph. IIlC:.IS FL'C (01' Ihb (l'l'(ifk.lIl', $2.00 u________._O~!~_~~!99~__ D,lIe 2~~ ~.f~~~~~~~ I.oud HCJ;lslIilr 2420974 No. IoIMtqJl...", COUMONWI!ALTH Of' PENNSYLVANIA' OEPAATMI!:NT 0' HEALTH' YITAL RECORDS CERTIFICATE OF DEATH .... tU,' ... 011 l""-~'" ... ., ...... " , ".,'''''''-" IlX.....WCUIIIT'Y""tVIIII 1,210 -"0 _ liladys Owens .. n. 4678 ,.,............ '" " .. uct. ...8, 994 l' :J'\ n .-- -, ~- ,....,....c..,.." . :::::"0 _s 82 .. _0 :::::"0 """ , White R'8mi'i'feTiitra " ==.""-:'7 ~ -....... fI_....__ NUllslng Home OIIC'OI"'-J"'AlU<oQ"DOl'lI"$'''~'''''/.~ 109 Eaet Park ~t. .. C rllBle Par 1 01 ".,to(JII."...."...._~... Clerence nTzaLeth D. OIC1otlol"a ""''' IIUOIooct - ~-- 1"-0......---....... u....... .. - MO' -..., ".lO ::....-::-.::" ""n.. 'tn'i"a'biHIi.....oake e ~71j" a nil't" "t: tlOl'n lr':;pringe, M Cumberland C-"rlisle I".l: - T. Sowash Balter .. Pa, 17007 ,.. I (loP'Ollooo. .0..-.. o ,October 19,1994 . .. ~ii6'll219-L .-- "'ast "" ..... 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I'..--..""M......................................."................ ..,.."..........,.........,,,.......... 0 II. r.. ,('.. 1:>.,\ la.' ,01 . LAST WILL AND TESTAMENT OF GLADYS R. OWENS I, Gladys R. Owens, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my just debts, funeral expenses, and the expensp.s of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate unto my husband, Clarence L. Owens, provided he shall survive me by thirty (30) days. ITEM III: Should my said husband, Clarence L. Owens, predecease me or die on or before the thirtieth day fOllowing my death, I bequeath all of my estate of every nature and wherever situate in eaual shares unto my four children, Elizabeth J. Baker, Phyllic L. llarks, C. Edward Owens and George K. Owens, provided, however, that the share of any of my said children who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirtY-first day following my death and in default of such then living issue, such share shall be added to the kfA-C~ R. [9.7-tJ-t--A.<J shares for my living children and the issue, per stirpes, of my deceased children. ITEM IV: Should my husband predecease me, I direct that my hereinafter named successor Executors shall sell our real r , I , , I r I I property in New Jersey (if it has not already been sold) and that the net proceeds from the sale be administered as a part of my estate. ITEM V: I appoint my husband, Clarence L. Owens, Executor of this my last Will and Testament. Should my said husband fail to qualify or cease to act as Executor, I appoint my four children, Elizabeth J. Baker, Phyllis L. Marks, C. Edward Owens and George K. Owens, Executors of this my last Will and Testament. ITEM VI: I direct that my personal representative, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, q-1"J.. this u day of January, ./).....J [SEAL] The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Gladys R. Owens, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have bscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Gladys R. Owens, Dale F. Shughart, Jr. and Mary M. Price, the Testatrix and the witnesses, respectively, whose names are signsd to ths foregoing instrument, being first duly sworn, do hereby dsclare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and thae to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. SUbscribed, sworn to and acknowledged before me by Gladys R. Owens the Testatrix, and subscribed and sworn to me ljy Dale F. Shughart, Jr., and Mary M. Price, witnesses, ~~ day of January, 1993. before this r:CT^~I^1. W.L aoWlI( l. tOIU t:'-.I'.'.f.'tn'tlitc HT. W.q,L'( ~r~:'I;Xj. ":1 (;L:"~Y\L~~!['l ~q U'f n1;PJi:.SKl!1 r~::'I:'.r:; l}~ll._~h 1/. ll':JJI 4~~ X r-c~ . Notary Pub c "r' '" .i.- . " .;/ ~ t:S i fa ~ tS !I 3.' l/l \.I.t ~ .' tl . ll: " p ! \ , .~':. " .j:; .. , ".' ".,', 'l 1" ff<" :. :.:,~ ','. ., ~. ":,!- , " ~"P;';~~~",:::.j!_\,:J1~1'~~'-, .. '-' -",....~-...,.-- . ~ . ~ 21-94":897 . , . . . (3, CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) Name of Decedent: Gladys n. Ontlns Date of Death: October 18. 1994 Will No, 21-94-897 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court ~ules was served on' or mailed to the following beneficiaries of the above-captioned estate on 11/7/94 : Phyllis L. Marks Address 20 Walnut Street, Boiling Springs. PA 17007 1155 Goodyear Road, Gardners, PA 17324 Name Elizabeth J. Baker C. Edward ChJens P.O. Box 546, Mt. Pocono, PA 18344 MFES pacrim, APO ru> 963785163 George K. ChJens Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None ,.' ~ Si;Q~t 51),/4,/ Name Dc11e F. Shughart, Jr. Address 28 South pitt Street Carlisle, PA 17013 Da te : 11/7/94 Telephone 1 7T71 249-8300 Capacity: x Personal Representative Counsel for personal representative l~ ' .: ij8 '. NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF ~~UAND , PENNSYLVANIA In re Estate of Gladys R. o...ens , deceased, No. 897 of 1994 TOI Elizabeth J. Baker 20 Walnut Street (beneficiary) (address) Boiling Springs, PA 17007 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows I Your father havin9 ()rPC1p~.q~m }"'l1r ,","'h~r )If'11 :1rt:'l :t nnn-,']p:1lrf-nr rnC!;dl1tlr~: beneficla (t ether with our three sibli s' . mo er thl.rt 130 da s. There are no s (if additional space is needed, use back of page) Name of decedent Gladys R. o...ens Last known address 109 East Park StreetiCarlisle, PA 17013 of decedent Date of death October 18. 1994 Place of death Carlisle. Pennsvlvania County of grant of original letters Cumberland Decedent died X testate intestate. A copy of the will is...2L- is not attached. (Previously given to beneficiary ) Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Elizabeth J. Baker Phyllis L. Marks C. Edward Owens George K. Owens Address 20 Walnut Street, Boiling Springs, PA 17007 1155 Goodyear Road, Gardners, PA 17324 P.O. Box 546, Mt. Pocono, PA 18344 AAFES Pacrim, APO AP 963785163 Telephone & . . Name(s), address(es) and telephone number(s) of all counsel Name Dale F. Shughart, Jr. Address 28 South Pitt St., Carlisle, Ph 17013 Telephone (717) 249-8300 Additional information may be Date November 7. 1994 obtained from ~he"underSignjd~ Signatur~'f5.1~ / Name Dale F. Shughart, Jr. Address 28 South pitt Street Carlisle, Ph 17013 Telephone (717) 249-8300 CapacitYI Personal Representative XCounsel for personal representative I. _...~~-".. NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF ~m~ , PENNSYLVANIA In re Estate of Gladys R. CM:ms , deceased, No. 897 of 1994 TOI Phyllis L. Marks 1155 Goodyear Road Gardners, PA 17324 (beneficiary) (address) Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows I Your fa~er having DrMPrf);)!=;M your rrnt-hprr ynll ;Wyt:' ;l nnr:-']J':t.......nr "'Qli;dl1~ry beneficl.ary (toqether with your three siblinos). orovided you.l1Irv;vp ynllr mother by thirty (30) days. There are no soecific beQJ.l"!lt!l, (if additional space is needed, use back of page) Name of decedent Gladys R. Owens Last known address 109 East Park Street;. Carlisle, PA 17013 of decedent Date of death October 18. 1994 Place of death Carlisle. Pennsvlvania County of grant of original letters Cumberland Decedent died X testate intestate. A copy of the will is ~ is not attached. (Previously given to beneficiary ) Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Elizabeth J. Baker Phyllis L. Marks C. Edward (Mens George K. o...ens Address 20 Walnut Street, Boiling Springs, PA 17007 1155 Goodyear Road, Gardners, PA l7324 Telephone P.O. Box 546, Mt. Pocono, PA 18344 AAFES Pacrim, APO AP 963785163 ,', " Name(s), address (es) and telephone number(s) of all counsel Name Dale F. Shughart, Jr. Address 28 South pitt St., Carlisle, PA 17013 Telephone (717) 249-8300 Additional information may be Oate November 7, 1994 obtained from the under~nedl!? Signature d):;2 ~ rJ.~ ~- Name Dale F. Shughart, Jr. Address 28 South pitt Street Carlisle, PA 17013 Telephone (717) 249-8300 Capacity: Personal Representative Xcounsel for personal representative NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF aJMBlmJIND , PENNSYLVANIA In re Estate of Gladys R. CM:ms , deceased, No. 897 of 1994 C. Edward o..ens (beneficiary) (address) TOI P.O. Box 546 Mt. Pocono, PA l8344 please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows I Your fat;)1er having DrPrlp.~;)~Pti ynnr nnthl='r yn" ;:\,.13 ;:lI nnn-'JP:trf-nr ,..ru:~;~"~~' beneficl. (t ether with our three siblin s' . mo er by thl.rty (30) days. There are no soecific 1x->Ql1""tR, (if additional space is needed, use back of page) Name of decedent Gladys R. CM:ms Last known address 109 East Park Street" Carlisle, PA 17013 of decedent Date of death October l8. 1994 Place of death Carlisle. Pennsvlvania County of grant of original letters Cumberland Decedent died intestate. X testate A copy of the will is ~ is not attached, (Previously given to beneficiary) Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Elizabeth J. Baker Address 20 Walnut Street, Boiling Springs, PA 17007 1155 Gocx]year Road, Gardners, PA 17324 Telephone Phyllis L. Marks C. Edward (Mens George K. o..ens P.O. Box 546, Mt. Pocono, PA 18344 AAFES pacrim, APO AP 963785163 . "'.~ " Name(s), address(es) and telephone number(s) of all counsel Name Dale F. Shughart, Jr. Address Telephone 28 South Pitt St., Carlisle, PA 17013 (717) 249-8300 Date November 7. 1994 Signature Name Dale F. Address 28 South Pitt Street Carlisle, PA 17013 Telephone (717) 249-8300 Additional information may be obtained from Capacity I Personal Representative XCounsel for personal representative NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF aJMB~ , PENNSYLVANIA In re Estate of Gladys R. Owens , deceased, No. 897 of 1994 TOI George K. CM:ms (beneficiary) (address) AAFES Pacrim APO AP 963785163 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows I Your father havina ~rPrl~,q~Prl ynllr nnthpr ynn ;::1""1=1 ;t nn~'l"::'''''''n,.. ,..n~;d'la\1' beneficiary (tCXjether with your three siblinqs). or-::'vided Ya",,"rv; VP ynllr mother by thirty (30) days. There are no s~ific;; ~!:15bL (if additional space is needed, use back of page) Name of decedent Gladys R. ONens Last known address 109 East Park Street;., Carlisle, PA 17013 of decedent Date of death October 18. 1994 Place of death Carlisle. Pennsvlvania County of grant of original letters Cumberland Decedent died X testate intestate, A copy of the will is...2L- is not attached, (Previously given to beneficiary ) Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Elizabeth J. Baker Phyllis L. Marks C. Edward (Mens George K. Owens Address 20 Walnut Street, Boiling Springs, PA 17007 1155 Goodyear Road, Gardners, PA 17324 P.O. Box 546, Mt. Pocono, PA 18344 AAFES pacrim, APe AP 963785163 Telephone ", Name(s), addressees) and telephone number(s) of all counsel Name Dale F. Shughart, Jr. Address 28 South Pitt St., Carlisle, PA 17013 Telephone (717' 249-8300 Additional information may be Date ~ 7. 1994 obtained from the undersigne~'J1_ Signature&~ 1: 71~LF'\ Name Dale F. Shughart, Jr. Address 28 South Pitt Street Carlisle, PA l7013 Telephone (717) 249-8300 CapaCity: Personal Representative XCounsel for personal representative -.....--"""....._',.,I,~t'2..;,-1'cct."':!.,'~.-'''i>-....'''''"'_.~,._ _. -. ~- -..,. -, ..~. I t.J - ,). '-/J. - 7 (I!,' v AI FOR DAtES OF DEATH AFTER tal:lH81 CHECK HERE IF A SPOUSAL T R IT FILE NUMSER INHERITANCE TAX RETURN RESIOENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS ; -4 RE\', ttOO ~x .17~8") '\.;. '. \' cO"~F~:t.~tIl~~&:ffi'Wb~AN" HARRI8R~~t,lJA1~12'~DlI01 21.94.897 VEAR D E C E D E N T COUNTY CODE DECEDENT'S COMPLETE ADDRESS 109 East Park Street Carlisle, PA 17013 - DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Owens Glad s R. CAS H P L EPO cRC KOK P 5 DATE OF DIRTH 04/24/12 CATE OF DEATH 10/18/94 Counly SOCIAL SECURITY NUMBER 210-40.4678 Cumberland NUMBER AMOUNT RECEIVED (SEE INSTRUCTlONSI SIa.~ATURE OF PERSON R~SrONSIBLE FOR FILING RETURN ~ h,LLA ,t~/' - "~...r).:')~l1\.,,--..- I ~J(~,<~.~{.~,.~'~~.~:~~:~_.__..._.__..,- Fowler, Addams, Shughart & Rundle 28 South Pitt Street c:ari ls"i~:' 'Pi,-' 'ijoYj'''- -., _u'.. - U - -.., -....,.. 2. supplomonlal Rolurn Remalndor Rolurn 4.. Fuluro Inlo,o'l Comprom,o (lor doloo 01 doolh prior 1012-13-82) (lor dotos 01 doOlh ohor 12-12-82) 0 &. Federal Eslole TIlC Rolurn Roquhod [!] 8, Docodonl Dlod To,lolo 0 7, Docodonl Molnlalnod 0 Uvlng Tru,1 1 8. Tolal Number 01 Solo Doposll Bo,os Ahechco 01 Will Ahoch ee<> 01 Tru.l 130)( em t -Affidavit filed. c P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: a ~ NAME COMPLETE MAILINQADDREaS R D Dale F, Shu hart Jr, Fowler, Addams, Shughart & Rundle ~ ~ TELEPHONENUMOEA 28 South Pitt Street _ T 717 249-8300 Carlisle PA 17013 1, Roal Eslolo (Schodule A) (1) 5 , 0 .0 2. Slocksond Bonds (SChedule B) (2) 167 ,424.74 3, Closely Hold SlockJPorlnOfllhlp Inloro'l (Schodulo C) (3) 4, Mortgogos ond NolO' Roeolvoble (SChodulo D) (4) &, Ce,h. Sonk Doposll' & Mlscollonoou, porsonal Proporty (Sch, E) (5) 8. JolnUy Ownod P'operty (SChodulo F) (6) 7, Tron,lo19 (SChodulo G) (SChedulo L) (7) 8, Tolal Gross Assol' (Iolal Unosl-7) D. Funoral Elcpons09, Administrative Costs, Miscollonoous Exponsos (Schodulo H) 10. Dobl', Mortgogo Uobllltlo., Uons (Schodulo I) 11, Tolal Doductlon. (10101 Uno, 9 & 10) 12. Nol Value 01 EslolO (Uno 8 mnu. Uno 11) 13. Chorlleblo end Govornmonlal Boquo.ls (Schodulo J) i-l. Not Value Sub actio Tax Uno 12 minus Une 13 15, Spou.al Tronolo19 (lor dolos 01 doolh ollor 6-30-94) Soo Instruction. lor Appllcoblo Porconlogo on pogo 2, (Includo valuo.from Schodulo K or SChodulo M,) 16. Amount 01 Uno 141BXoblo et ll% reto (Includo Valuo' I,om Schodulo K or Schodulo M,) 17. Amount 01 Uno 14 taxable ot15% rote (Include valuos from Schodule K or Schodulo M.) 18. Principal 10)( duo (Add 10)( Irom Uno 15. 16 and 17,) 19.Crodils/Sp Pover1y, Prior Paymenls Discount 0.00. . 20, II Uno 191s groelor Ihen Uno 18. onler tho dllloronco on Uno 20. Thlsl'lho OVERPAVMENT. ~ 0 Chock hero If aU are re uesUn a refund at our ove 3 ment 21. II Uno 181s greator than Uno 19. entor tho diUoronco on Uno 21. ThIs Is Iho TAX DUE. A. Entor tho Intorost on Iho balanco duo on Uno 21A. B. Enlor tho lotal 01 Uno 21 ond 21A on Uno 21S, This I. Iho SALANCE DUE. Mako Chock pa ablo to: Ro I,'e, 01 Will.. A onl ~ ~ BE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH · · (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIALI SOCIAL SECURITY NUMBER \ \ 303 ,072.13 32,047.18 271,024.95 271 024.95 0.00 16 , 261. 50 0.00 16.261. 50 0.00 0.00 16.261. 50 0.00 16,261.50 " If PI"I till 0 plljUlY, alc 111hl1 'IV' Ill&mlnla 11111 'Itum,lnc udlng Iccomplny,ng Iclll u.. In Ilottlmlnta, and 10 1111 II' 0 my now Idgl In 1 II ,1111 IruI, conlctand complll..1 d.clarlthltallrull.tl'l1111 bun taportldatttu. mllkll valul. Dlclar.tlon 01 ptap"lf 011111 tllan the p.rlonal taprUlnlallv.11 b...d on .Ulnformatlon of whlchptapafll h....nyknowl.dg.. X " Original RolUrn 4. Umlod E.lale R E C A P I T u L A T I o N 5,600.00 25,047,39 (8) (9) 27,150.70 4,896.48 (10) (11) (12) (13) 14 (15) 0.00 X . (16) 271,024,95 X ,08' T A X C o M ~ T A T I o N (17) 0.00 X ,15' (16) Inlorost (19) (20) (21) (2IA) (21B) NTATlvE S2J~rA?AT " copyrIQhllcI18". form loflw,\tl only CPsy.,.ml.lnc. DATE / ,..-." ,/-",.-7'> DATE ../ '7 ;, 1!; Act H.48 of 199.4 provldol for tho roductlon of tho tax rolollmpolod on tho nol voluo of tronlforlto or for the ule of tho Ipoule, The rolol 01 prolcrlbod by Iho slotulo will bo: -3% (,03) will bo oppllcoblo for oltolol of docodontl dying on or aft or 711/94 and boforo 1/1/98 - 2% (,02) will bo oppllcablo for 0110101 of docodonll dying on or aftor 1/1/98 and bofora 1/1/97 -1% (,01) will bo appllcablo for 0110101 of docodontl dying on or aftor 111/97 and boforo 111/98 - Spoulaltranlforl occurring on or aftor 1/1/98 will bo oxompt from Inhorltonco tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS, YES NO 1. Old decodent mal<. a trlllsl.. and: L rolafn tho USQ or Income of tho proporty transforrod,. . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . X b. rollln tho nghllo dos/gnato who shall uso tho proporty tronsforrod or IIslncomo, . . . . . . . . . . , . . . . , , . . , , X c. rotafnarovorafonlU)'lnlorost;or. ...... . . . . .. ..,.... '" .. .... . . ..... . .......... X d. rocolvothoprorrisolo'lifoolollhorpaymonts.benofilSorcasO?...,.,............ .,......". X 2. II death occurrod on or beloro DocembO/ 12, 1982, did decodenl Within two years procodlng dealh trensl... property Wilhout recoMng edoquate consld..aUon? II death occurrod all.. DOC8f11bor 12. 1982, dld decedent transle, proporty wlthln ono YOII 01 death Without receiving adoquate consJdoratfon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X , I i I ~ 1 3. Dlddecodentownlll'lntrustfO~benkeccountathlsorherdeOlh?...................,........ X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ()() c: _. ~-5 {' I ( ,ci Iji on :7? C r- I '" ~...' )~ ~.: J I'.J i.:. ,: c'j w . . '............ " ...... ""_' t.. . , REV. 1102 EX + ',12"'11) . . COMII.'<<\lrti~{\~W~ANIA SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Gladys R. Owens SS~ 210.40.4678 10/18/94 21-94-897 (P'oplrty Jolnlly-ownld willi RighI 01 SUn/lvollhlp mUll bl dllclolld on SChldul1 Fl All ,"1,""'1. .hould b. 'lIport.d 111.1, mllkol Vllul which II dlnnld 11th. p~c. "' which p,op.rty would b. IIchlngld b.tw..n . willing bUY" Ind I willing ..II.r, nl'III" being comp.llodlo b or ..II, bolll hlvln ....onabl. knowl 01 III. ..I.vlnlllcta, ITEM NUMSER 1 DESCRIPTION VALUE AT DATE OF DEATH 105,000,00 Lot of ground, together with improvements, situats in ths Fourth Ward, Borough of Carlisle, PA, Being improved with a single family dwelling, known as 109 East Park Street, Carlisle, PA 17013, Value based upon appraisal by George L, Ebener, licensed broker, attached, Deed references: Book "K", Vol. 13, Page 317, Tax Parcel No, 05-20.1796-136 Assesaed value: $8,000.00 Estate unable to find a buyer for more than six (6) months. Property distributed in kind by Executors, to beneficiaries, Copy of deed attached, TOTAL Also entor on Una 1, Roc 1!\Jlallon (II more apace Is needed. Insort eddlllonalaheels olaame ai.e.) copvnghllcl1114 'o,m .011.ar. only CPSy.I.",..lnt. . 105 000,00 For," 1500 5ch.dul. A (R,y, 12"UI CiEolmE I., EIIENER &. I\SSOCIATES ImAI:nmS I:B 1l1_, !')~' IIp!itdonlllll, COllllllu,clnl So fnll1l!i ApflfniSUIS . Salus' ROllin Is ...~,...., iiis 1:lU WIn.l Hiotl StfOul, Cnrhslo. PA 11013.2091 17171 243.6195 June 1, 1995 Dale F. Shughart, Jr., Esquire FOWLER, ADDAMS, SHUGHART & RUNDLE 28 South pitt Street Carlisle, PA. 17013 Rei Estate of Gladys R. Owens Dear Mr. Shughart. I am a licensed Real Estate Broker, licensed by the Commonwealth of Pennsylvania, and have been actively engaged in the real estate business for over forty-five years in the Cumberland County area. I am thoroughly familiar with real estate values in the area. I inspected the property at 109 East. Park Street, Carlisle, Pa., to determine my opinion of its fair market value. This property is located in the Fourth Ward of the Borough, is recorded in Deed Book "K", Vol. 13, Page 317, and is assessed at $8000.00 for tax purposes. It fronts 75 ft. on the East side of East Park Street and extends in depth 110 ft. to a pUblic alley. It is improved with a two-story frame dwelling house with metal roof and vinyl siding. There is a small three-room addi- tion with powder room attached to the North side of the dwelling which was formerly used as a dentist office. This structure has a full basement with separate oil fired hot air furnace with central air conditioning. The main, or original house (approx. 60 yrs. old) contains seven rooms and one bathroom. It too has a full basement with oil forced hot air furnace and electric water heater. This dwelling had evidence of termite infestation which has now been treated and is now under an annual service con- tract. The dwelling needs redecorated and the bathroom is not modern on todays standards. There is no garage, however, there is off-street parking at the rear of the lot. .,'~ I I I, ~ . , 2 In my opinion the fair market yalue of this ONE HUNDRED FIVE THOUSAND DOLLARS ($105,000.00). this opinion I considered the following sales in immediate area I property is In forming the [ f ; I l. 701 N. West Street - a perma-stone ranch style dwel- ling with attached garage, liYing room, dining room kitchen, family room, 3 bedrooms, 2~ bathrooms, fireplace and oil forced hot water heat- loti 118 X 125' and a 16 X 32' swimming pool and all equipment- Sale pricel $l10,000.00. 2. 160 W. Park Street - located at the Southwestern intersection of W. Park Street and West North st., a large mountain stone Cape Cod style dwelling which contains 8 rooms and 2 bathrooms and a large two-car stone garage and off-street parking on a lot 102 X 116 ft - Sale pricel $125,000.00. I have no intereet of any nature whatsoever in this property. This opinion of value is given by me vOluntarily and without liability on my part. Yours sincerely, ;{J ./~w:C~r/~~>, Gear L. Ebener / r. Broker GLE/jm IIfCQ'C:.d: OffICE OF RECORDER OF DEEDS RODERT~M~~D CO~NTY RECORDER OF DEEDS: (iUMDERLAlIO COUNTY.PA" , '.95J~!H!a P.Il~. ~~ C,l.1LlSU. PI<., Ju....u. ,.lo " <f!:" V' O..oi :: I '36 j CJ . Marl'l.'le # A..t. .f I./t'l. ,....t .f Atty. R.I...e oJ 1.!>\-<:b. i G.\~t R. Dl""~ ~ ~ I.J\)<<~..~ T. RlLbv- ~-l..J I., , t. - 01\ pt.ml....I'II.'.d loC{ 2:. Qrk ,J I Ga t- ~ 1 {" ~ !..ee-r r' . ? ~~ ~ord.r.' Do.d. .' Tax Parcel No. 05-20-1796-136 THIS INDENTURE, -b.- MADE THE / .b day of June in the year of our Lord one thousand nine hundred ninety-five (1995), BETWEEN ELIZABETH J. BAKER, of 20 Walnut street, Boiling springs, pennsylvania, PHYLLIS L. MARKS, of 1155 Goodyear Road, Gardners, Pennsylvania, C. EDWARD OWENS, of P. O. Box 5 46, Mt. Pocono, Pennsylvania, and GEORGE K. OWENS, of BOO Del Lenora #5, Duncanville, Texas, Executors of the Estate of Gladys R. Owens, also known as Gladys Ruth Owens, deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, party of the first part, herein called the Grantor, and ELIZABETH J. BAKER, PHYLLIS L. MARKS, C. EDWARD OWENS AND GEORGE K. OWENS, parties of the second part, herein called the Grantees: WHEREAS, the said Gladys R. Owens became in her lifetime seised, in fee, in the record name Gladys Ruth Owens, of and in a certain tract of land, together with the improvements thereon erected, situate in Fourth Ward of the Borough of carlisle, Cumberland County, Pennsylvania, known as 109 East Park Street, Carlisle, Pennsylvania, and more particularly described hereinafter; WHEREAS, the said Gladys R. owens, also Gladys Ruth Owens, being so thereof seised, died october 1B, 1994, having first made her Last Will and Testament in writing dated January B, 1993, duly probated and filed in the Office of the Register of wills in and for Cumberland county, Pennsylvania, on October 20, 1994, Estate No. 21-94-B97, wherein and by ITEM III thereof, inter alia, she devised the herein described premises as part of the residue of her estate to her four children, Elizabeth J. Baker, Phyllis L. Marks, C. Edward Owens and George K. Owens, in equal shares, and of which will she appointed as Executors her four children, Elizabeth J. Baker, Phyllis L. Marks, C. Edward Owens, and George K. Owens to whom letters testamentary were duly issued by said Register of WillS, as, in and by said will and the records of said Register of wills, recourse thereunto being had, appears; WHEREAS, pursuant to the provisions of ITEM III of the Last will and Testament of Gladys R. owens, deceased, her Executors, the Grantors above nameu be and are hereby empowered to distribute the real property in equal shares onto her children, Elizabeth J. Baker, Phyllis L. Marks, C. Edward owens and George K. Owens, the Grantees herein; NOW THIS INDENTURE WITNESSETH, that the said Grantors, for and in consideration of the sum of One ($1.00) Dollar, to it in hand paid by the said Grantees at or before the sealing and deliyering hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aligned, released and confirmed, and by these presents does grant, bargain, sell, alien, release and confirm unto the said Grantees, as equal tenants in common, their heirs and assigns, ALL that certain lot of ground, together with the improyements thereon erected, situate in the Fourth Ward of the Borough of Carlisle, County of Cumberland and state of Pennsylvania, bounded and described as follows: On the North by lot now or formerly of Foster cromleigh; on the East by an alley and lot now or formerly of Standard Peizo company; on the South by lot now or formerly of Mrs. Blanche Ebener; and on the West by Park Avenue East; having a distance of seventy-five (75) feet in front and extending in depth at an eyen width a distance of one hundred ten (110) feet, more or less, to the alley and lot aforesaid. BEING known and numbered as 109 East Park street, Carlisle, Pennsylvania 17013. BEING the same premises which Earl L. Schorpp and Miriam B. Schorpp, his wife, by their deed dated February 14, 1947, and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book ilK", Vol. 13, Page 317, granted and conveyed unto Clarence L. Owens and Gladys Ruth Owens, his wife. The said Clarence L. Owens died on June 1, 1993 vesting title in fee simple in Gladys Ruth Owens, also known as Gladys R. owens, his surviving wife. SUBJECT, nevertheless, to building and use conditions and restrictions as set forth in the aforementioned deed of conveyance unto Clarence L. Owens and Gladys Ruth Owens, his wife. TOGETHER with all and singular the buildings and improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances, whatsoever unto the hereby granted premises belonging, or in any wise appertaining, and the reversions and remainders, rents, issues and profits thereof; and all the estate, right, title, interest, property, claim and demand of it, the said Grantor, as well at law as in equity, of, in and to the same. TO HAVE AND TO HOLD the said tract of land above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances, unto the said Grantees, their heirs and assigns, to and for the only proper use and behoof of the said Grantees, their heirs and assigns, forever. AND the said Grantor, for itself and its successors and assigns, does for its own acts only, covenant, promise and agree to and with the said Grantees, their heirs and assigns, that it, the said Grantor, has not heretofore done or committed any act, matter or thing whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantor has caused this Indenture to be duly executed and its seal to be hereunto affixed the. day and year first above written. Estate of Gladys R. Owens, also known as Gladys Ruth Owens, deceased. ~.J-i.c/c;JtJJ:-- [SEAL] , 1 z eth J~. or, Executor Q'U_/d.v.~'77?~ [SEAL] ~ Marks, Executor r; E$;~Ln~E~ut-F! [SEAL] , d~~ J(' a~_, _ [SEAL] G~1fe1K; Owens, Executor COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND On this, the I~~~ day of June, 1995, before me, the undersigned officer, personally appeared Elizabeth J. Baker, Phyllis L. Marks, and C. Edward Owens, Executors of Estate of Gladys R. Owens, known to me (or satisfactorily proven) to be the person(s) whose name(s) are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have ~t my hand anA official /~J->~ X (~A . seal. [SEAL] NOTAPIH W,L IlJIIlII! L, CO\'Lt. ~OTf.RV rulll.lC IllIIlOf IlIT HOllY SrPIHGS, C:)~"~!.'...HO CO. lIY CQIIIIISr.'JlI ~Xfl~S 0"')',,' :', 1:<" ._-,' .' . " STATE OF TEXAS COUNTY OF D~/IqS On this, the 1(, day of June, 1995, before me, the undersigned officer, personally appeared George K. Owens, known to me (or satisfactorily proven) to be the person(s) whose name(s) is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. ave set my hand and official seal. CINDV L IClNla Notary NIle ,.-'-~ ot TUell - '.'-..0 Expn, 11-24-94 fIM~~~ [SEAL] I do hereby certify that the precise residences and complete post office address of the within named Grantees is ELIZABETH J. BAKER, 20 Walnut street, Boiling Springs, Pennsylvania 17007, PHYLLIS L. MARKS, 1155 Goodyear Road, Gardners, Pennsylvania 17324, C. EDWARD OWENS, P. O. Box 546, Mt. Pocono, Pennsylvania 18344, and GEORGE K. OWENS, 800 Del Lenora #5, Duncanville, Texas 75116. , 1995 Attorney for Grantees COMMONWEALTH OF PENNSYLVANI'A ss. COUNTY OF CUMBERLAND RECORDED on this in the Recorder's office Page day of A.D. 1995, of the said County, in Deed Book Given under my hand and the seal of the said office, the date above written. , Recorder AEV. nos EX .. (4-11) eO"::'\l\l~~{\%W~.NI. ESTATE OF SCHEDULE B STOCKS AND BONDS SSt# 210-40-4678 10/18/94 All r e ITEM NUMBER 1 2 3 4 5 6 G1ady. R, Owen. 23,25 16,875 19,875 18.03 8,56 13,96 FlU! NUMBER 21.94.897 VALUE AT DATE OF DEATH 3,487,50 28,687,50 21,436.92 27,370,01 25,176,42 61,266.39 Din -owned with RI hI 01 SUIVlvo,.h mUll be c111.loled on Schedule F, DESCRIPTION 150 shares, Baltimore Gas & Electric Conuuon stock, 1700 shsres, Atlantic Energy Conuuon stock, 1078,587 shares, PP&L Conuuon stock, 1518.026 shares, Delaware Fund 2941,17 sharea, Alliance North America, Govt Fund B 4388,71 shares, Van Kampden Merritt U,S, Govt Fund TOTAL Also .nlOf on IIn. 2. RocI ltulallon (II more Ipa.. Is nooded, In..~ addlllonal shoots oleamo alze,) Copyrighllcl 11M form .oltw." onl~ CPS~.t.m..I"c. . 167 424.74 Form 1500 Sch.dul. B (A.v. 4~181 "'_em,_,<<""" " Inventory of securities Owned by Gladys R. Owens at her date of death on october 18, 1994 CaDital stock No. of Shares Value 1. Baltimore Gas & Electric, common stock 150 High 23 3/8 Low 23 1/8 Mean 23 1/4 High 17 Low 16 3/4 Mean 16 7/8 High 20 Low 19 3/4 Mean 19 7/8 $18.03 net asset value per share $8.56 closing value per share $13.96 closing value per share 2. Atlantic Energy, common stock 1700 3. PP&L, common stock 1078.587 4. Delaware Fund, 1518.026 5. Alliance North American, GOVT Fund - B 2941.17 6. Van Kampden Merritt, U.s. GOVT Fund 4388.71 "f FOWLER, ADDAMS, SIIUGIfART & RUNDLE ATTORNEYS AT LAW P,O, BOX 20S 2S SOUTH PITT STREET CARLISLE, PENNBYLVANIA 17013.0208 JOHN I. 'OWUft. III WILLIAM A. ADD AMI DALl Po 'HUGHART, JR. "'CHAIL ft. "UNDLe TELEPHONE 17' 71 248.B300 FAX 17171 248.8164 FOWU". ADDA...I . IHUGH"", 1"""'"1' 0' COUNIU HONORAILI DALI P. 'HUGHA'" June 2, 1995 W.H. NeWbold's Son & Co. Attn: Linda 19 Brookwood Ayenue Carlisle, PA 17013-2957 RE: Gladys Owens' estate Dear George: I am writing in confirmation of our telephone conversation several weeks ago. Attached to this letter is a compilation of the yalue of securities at Mrs. Owens date of death which you provided to me oyer the telephone. You also advised me that none of the stocks were X-dividend on October 18, 1994. If there are any errors or omissions in the attached information, please provide the correct information in writing immediately. Thank you for your continuing cooperation. Very truly yours, FOWLER, ADDAMS, SHUGHART & RUNDLE Dale F. Shughart, Jr. DFS,JR/bc enc. cc Betsy Baker Phyllis Marks George Owens Ed Owens . AIV';1IO'U ..ct...., SCHEDULE D MORTGAGES AND NOTES RECEIVABLE Please Prlnl or 8 FILE NUMBER 21.94-897 cO"::'\l\lf&\\l{\,W.W~'NI' I!STATI! OF Gladya R, Owans ss~ 210.40.4678 10/18/94 All 0 ITEM NUMSER 1 oln -owned wtth 1110 RI hI 01 Survlvorah mUll be elIlclooed on Schodulo F. DESCRIPTION Nota from Elizabeth 0, Baker incurred in purchase of Jeep, balance owed at doath. VALUE AT DATE OF DEATH 5,600,00 TOTAL Also ente, on Ilno 4. Roc ltulallon (II more apace's nooded. Inse~ oddlUono/ ahooll 01 aome oIze,) Copyrlllht(C) ,.... lorm loll"""" only CPSy.'.ml,lnc. S 5 600,00 Form 1500 Sch.dul. DIRt, ,...., . . , A~V -1101 IX . tZ.17J . , SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Prlnt or 8 FILE NUMBER 21.94.897 co..tl.ml~~{\'~W~Jbl'.NI. ESTATE OF Gladys R, Owens All r . ITEM NUMBER 1 2 6 7 8 9 SS# 210.40.4678 10/18/94 oln -owned with RI hI 01 SUIVlvo'lhl mUll be dllclol.d on Sch.dule F 3 DESCRIPTION Clothing and personal effects, Household goods and furniture distributed in kind, Value based upon attsched appraisal of William G. Rowe, auctioneer and antique dealer, Household goods and furniture, value based upon sale at auction, Farmers Trust Company, checking sccount 4.31761 Principal. Accrued interest. Mellon Bank, checking account 182.692.6188 Principal. Accrued interest. Capital 8lue Cross, medical expense reimbursement, IRS, income tax refund. Lee Vanasdlen, claim for improper tax return preparation (litigation pending), Atlantic Energy dividend check dated prior to death, VALUE AT DATE OF DEATH 0.00 844,00 1,218,40 4 5 4,864,63 0.56 16,138,90 10,45 81,94 6,85 1,227,16 654,50 TOTAL Also onlor on Ilno e. Roc. Ilulollon (Anoch IddlllonoJ S 1/2" . 11' shoels" moro sPIce'S noedod.) Copyrlght(c) 1111<4 farm .aftwl.t. onlyCPSy.t.m., Inc. S 25 047,39 Form 1500 5ch.dul. E (A,v, Z-IP, i i i , ! I I I t t I I I ! . I -10- JUNI~ 12, 1995 DIVISION OF /lOUSE CONTENTS AFTER BILL ROWE'S APPRAISAL ALL SIBLINGS REVIEWED AND AGREED WIT/I DIVISION AS LISTED BELOW ^LL VALUES BASrm ON WILLIAM G. HOWE'S APPHAISAL OF NOVEMBErl I, 1994, A~'~'ACIIED. BETSY PIIYL ED GEORGE Recliner 30.00 Upholstered chair 18.0 Corner table 3.00 Piano 200.00 Dining room set 100.00 Upholstered 15.00 rocker 4 chairs 40.00 Twin bed 25.00 Air condition- 25.00 er Bookcase 10.00 Med. Equip. 10.00 GE washer 60.00 Chest 30.00 Cuckoo Clock 20.00 Chair 10.00 Desk chair 10.00 File box 4.00 Chest 25.00 Floor lamp 3.00 Glider 15.00 Chair 10.00 Desk 100.00 Plant stand 1. 00 2 chairs 30.00 --------------------- ---------------------- Dresser 50.00 ---------------------- ---------- TOTAL 323.00 TOTAL 192.00 TOTAL 329.00 -0- TOTAL VALUE OF PERSONA PROPERTY DISTRIBUTED N KIND 844.00 .. LINDEN HAll ANTIOUES 211 OlO SlONE HOUSE ROAO CARLISLE. PA 17013 7I1.2~9,1978 . TO: Dale F. Shugart Jr. Attorney 28 South Pitt st. Carlisle, Pa. 17013 FROM: William G. Rowe Appraiser 211 Old Stone House Road Carlisle, Pa. 17013 RE: Personal Property Appraisal Gladys R. Owens Estate 109 E. Park st. Carlisle, Pa. 17013 LIVING ~ Television Picture Pair Upholstered Chairs End Tables Pair Lamps Knick Knacks Recliner Upholstered Rocker Spinet Piano Mirror DINING ROOM Dining Room Set Misc. Dishes Air Conditioner Hall Tree '6.-' ~ November 1, 1994 $ 30.00 5.00 35.00 30.00 10.00 10.00 30.00 15.00 200.00 20.00 100.00 12.00 25.00 5.00 ~ I"". PAGE 2 KITCHEN Oak Table $ 65.00 Set 4 Chairs 40.00 Refrigerator - Old 45.00 Kitchen Dishes 10.00 Pots/Pans 15.00 Misc. Household 14.00 Small Appliances 20.00 Flatware 10.00 BEDROOM Double Bed/Dresser 100.00 Lamp 2.00 Small T V 20.00 Hamper 1.00 Misc. Household 10.00 Chair 10.00 ATTIC Books 10.00 Prints 15.00 Ladder 1.00 Misc. Household 13.00 BEDROOM Bed/Dresser 50.00 Hamper 1. 00 Lamp 2.00 Knick Knack~ 5.00 ~ ~ PAGE 3 BEDROOM Twin Beds/Chest Bookcase Lamp Radio Linens $ 75.00 10.00 1.00 3.00 15.00 STORAGE ROOM Family Photos - No Value Film Equipment Film Accessories Vacuum o 30.00 25.00 10.00 OFFICE AREAn Medical Equipment Crib Chest of Drawers Chair Cuckoo clock Desk/Chair Bookcase Animal Horns (mounted) Lamp File box Plant stand Single Bed 2 Chairs Dresser Knick Knacks Lamp Stand Floor lamp Lamp 10.00 10.00 30.00 10.00 20.00 110.00 .10.00 20.00 1.00 4.00 1. 00 25.00 30.00 50.00 5.00 3.00 3.00 5.00 ~ --- PAGE 4 BASEMENT May tag Dryer G E Washer Dental Cabinet Box springs/mattress/Frame Deer Mounts Luggage Folding Chairs $ 35.00 60.00 55.00 30.00 30.00 2.00 10.00 PORCH Glider 15.00 --------- TOTAL $1,759.00 ~.~.~Qi>--' William G. Rowe '. . @)1Il e Mellon Bank MollolI lIook, N,A. M,oJhlll Ilnok C.oh'r no. lIox 7HlIlI I'hllnd.lllhln. ItA 11I1U)'7HIIII February 1, 1995 Fowler, Addams, Shughart & Rundle AttorneY6 At Law P.O. Box :101.1 :18 South Pitt Street Carli6le, PA 17103-0:108 Rei Estate OE Gladys R. Owensl Dear Sirs: In accordance with your request, the Eollowing inEormation is provided as oE October 18, 1994, Please see attached letter. Please contact this department iE you have any questions. Jin erely, K:~. e Ion Bank, N.A, Written Communication (199-5380) P,O. Box 78!l9 Phila., Pa. 19106-7899 PGldmd 48:1 I. ~ .."'~~~,~~ """"~__ ddil '" o d:1 IJ'" Ih!1 B~_!I ~i~~ 61 it -i Ii 10 III . 10 10 N .. III M . '" .. ... . 10 ... .. III .. . o ... .. o en . co M ... . '" ... .. g ..c ~ :! gg~ ... 10 , 'Ill N "'.. ~~ N '" co... "'Cl 'wi I lJ .fB: w~~ j:t t '~ ~ 8 :2 w-iou ,., .. ...... .. .. II .... ~~~ij ~:$~~ ,.,;:j ... Cl .. II I :2 . ' , W I . . . :l:uu ui~u:a! :a!&f~:a! :':MMr,; .... .. .. ~ fjt B ll' B ~ .........f't .... ....>.... ;j.~iJ . .. v, .. . .. .... .. a UIlUll ~! g'~ O"'U4, ...... II CJcnHI I I , . ... . . . . uwua: clui..:a: .. I .... .. .. .. .. .... 1lI 1lI II II .. II H'rof tJ1'ri .oc Il.oc fi~....'~~ ~ tj '0: .HI 1lI... &.oc.. II '" .. 0 .. .... ~ Q 0 lU .oco .<Ill U ItJ IV 1/1.... ..~':;l:a~ tjPowPoIQ r I I I I 8ul'iuiuV . . . . PoWPoIQ , . ""-;::>~.:i~~~Jt~~~l.Iitlt~-;}bit::_,h~:4;~:;;~~Ji-~~~,14_n~;1j.f;~~~~~~M}k~~\ .. -- , . FARMERS no TRUST 11III Jalluary 19, 1'.>9.5 I'owlur, Addams. ShUllhlll'I .... Rundlu p, O. BOl< 208 28 South PilI Stl'eet Curll/de, PA 17013 Rc: I!slale of Glad)'s R, OWI.'IIS Date of Death: Octohur IS. 199~ Dear MR. Shullhar t: In anSW(!r to your r"<Juost cOllcorlllllll accounts owned, either sepllratel)' or Jolnll)', h)' tho ahov', r,'ferenced decedent Dnd the halance In each account as oI the date oI denth, we hnve (~h()(lk"d our records alld llru submlttlnll tho followlnll InIol'matlon In duplicate, We SUllllesl lhnt )'ou fllo 011" of thl!se letlul's atlachf!d to the pennsylvllnln Invelltory forll15 (RCC) to substantiate the balance you report. Note that We have shown lho corrl!cl rOlllsll'allon for each nccount. Also, Interest accrued to the date of neath, If any, Is listen as a separale flllul'e, Checklnll account 1/4-.31761 WllS orllllllnll)' O("'lll'll 011 01' hefore 09/01/67, The nccount was titled In Gladys R. Owens' lIilme alone with phyllis (., Marks as power-of-atlol'Il<')', The bnlancll us oI 10/18/94 was $4,8(,4,(,3 plus IICCrllcrl lllt(JI'f'st of $,.5(, for a tolld of ~~4,R('.5,I'l, Thl' account was a NOW account and waS earnlllll 2,10% Interest at thl! lime of h,'I' dnalh. Slncerllly, ~~~ Luura Roth Customer Servlc(, Represelllal Ive One West IlIllh Slr('et 1\0. lIox 220 Cnrllsle,l'ennsyl\'~nin 17013 (717) 243,3212 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ~I.Y~ \'" EX ~ ,'..III COl!~\lil~~{\~W.w>>'ANIA ESTATE OF Glad s R, ITEM NUMSER A. 8. c, 1 2 3 4 5 6 7 8 9 10 11 12 Pl.... Pri.lo, . FILE NUMSER 21.94-897 Owens SS# 2l0.40.4678 10 18 94 DESCRIPTION AMOUNT 1 2 3 4 Funeral Expln...: Ewing Brothers, funeral, Charles Marks, family luncheon, Robbins, Flowers, Wayne Noss, Flowera, 1,735,00 65,95 93,22 20,14 1, Adml.I.\roUvI COlli: PBI1O.oI Rep,...nloUve COmmission. Soclol SOCuIlIy Numbo, 01 Personal ReplesenlaUve: Vear COmmleslon. pold 2. Anorney F..a Fowler, Addams, Shughart & Rundle ( EStinnto:ll 12,750,00 3. FornIly Ex~Uon Claimllnl Address 01 CloImanlal decedenl'. death SII..1 Addreas City Slate ZIp COde Rol.Uonshlp 4. P,obale F... Register of Wills 316.00 Mlacallanaeu. expa....: William Rowe, appraisal of personal property, George L, Ebener, advertising and expenses incurred in attempts to sell real estate and appraisal, Registar of Wills, Short Certificates, Kemper Insurance, homaownar's insurance, Darlene Moyer, 1995 county and borough real estate taxes, Paula Corroal, District Justice, claims against Lee Vanasdlen Joel Wert, sidewalk repair, Agway, fuel 011 Lonnie and Naomi McKillip, housecleaning, Recordar of Deeds, recording deed distributing real estate, Bonnie Coyle, notary fees, PP&L, electric bills, 65,00 1,500,00 15,00 142.00 474.32 67.00 193.98 911.52 45,00 14,00 20,00 1,297.88 7 424,69 S 27 150,70 Total of Continustion Schedule s TOTAL Also enlor on IIno D. Rec lIuleUo. (II mo,a IP'C. I. ...d.d, I...rt .ddIUo.11 Ih..1I el ..m. .lzl.) Copyrlght(c) 1114 for", .oltwal" onlv CPI5Yltlml, '"Co Form 1500 Schedul. H(R..... '-II, Eatate of: Gledya R. OWena Soc Sac~: 210-40.4678 Data of Death: 10/18/94 Continuetion of Schedule H.C (Hiecelleneoua Expenaea) Item Deacription ~ AIIIcunt 13 TV Cable of Cerliale, cable bills. 14 United Telephone, phone bills, 15 Terminex, peat control 16 Borough of Csrlisle, aewer end water. 17 Farmera Trust Compeny, service fees. 18 Newbold & Co" brcker fees end cOllllllissions. 19 Register of Wills, filing inheritance tax return and inventory, 20 Reimburaement of cut of pocket expensea, travel, telephone, postage, etc, to Executors, Elizabeth Baker Phyllis Harks - George Owens . Edward Owens - 21 Thomas C. Buckley, CPA Preparation of fiduciary income tax returns (estimated), 22 Reserve for accounting. 144.82 122.46 299.98 59.10 45.00 1,714,38 25,00 691.23 187.24 2,260.96 374.52 1,000,00 500.00 7,424.69 . " AEV~ 1'" EX; 0-13) ESTATE OF COMMONWEALTH OF PENNSYLVANIA INH'RITANC'\jTAX RETURN RESIDENT ECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Gladya R, Owens SS# 210.40.4678 10/18/94 DESCRIPTION Joan Hockley, nursing care, Joann Sheller, nursing care, Jeannie Thrush, nursing care, Doris Page, nursing care, Louise Ginter, nursing care, Shirley Heffelfinger, nursing care, Terminex, pest control. United Telephone, phone bills. Lonnie and Naomi McKillip, housecleaning expense, Penrose Place Pharmacy, prescription medicine, PP&L, electric bill, Carlisle Borough, sewer and water. IRS, balance duo in income tax, Estate of C.L, Owens, Pa. Department of Revenue, balance due in income tax, Estate of C,L, Owens, TV Cable of Carlisle, TV cable bills, Pa, Department of Revenue, 1994 income taxes, Thomas C, Buckley, CPA, tax return preparation, Checks written before death, clearing after death: A. Mellon Bank Checking Account 182-692.6188 102l-Robbins Flowers, flowers 1017-Doris Page, nursing care, 1018-Louise Ginter, nursing care, 1024.Joann Sheller, nursing care, 1025.Jeannie Thrush, nursing care, 1026-Joann Hockley, nursing care, 1022.Becky Dugan, groceries, 1028-Louise Ginter, nursing care, 1023.Borough of Carlisle, sewer and water, 1030.Kim'a Pet GroGming, dog, 1032.Doris Page, nursing care, 103l-Phyllis Marks, groceries. 1033-Joann Hockley, nursing care, 1035.Joann Sheller, nursing care, 1036-Jeannie Thrush, nursing care, 1039.PP&L, electric 97j-Pa Dept of Revenue, income taxes, 1034.Louise Ginter, nursing care, 1038.PA Department of Revenue, 1993 taxes 1037-Shirley Heffelfinger, nursing care, B, Farmers Trust Company, Checking Acct, 4.31761 l722-L,S, Riggins, furnace cleaning Rowe Brothers, trash removal, Total of Continuetion Schedule s TOTAL Also onlo, on IIno 10, Roc lIulallon (II mora .pacol. noodod. In.on addiUona/ .110018 of.arno .Izo.) Copyrlghl(cl1lM form IDU......,. ani)' CPS)'tllml, Inc. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Pl.... Pllnl 01 . FiLe NUMBER 21-94.897 AMOUNT 106,00 61,00 120.00 50,00 50,00 25,00 32,86 149,52 121,00 216.83 67,93 39.91 34,14 40,41 53,10 340,00 150.00 18,02 108,00 108,00 180,00 430,00 231.00 105,00 42.00 28,09 15.00 108,00 91. 00 224,00 36,00 350.00 133,31 1.00 126,00 11,01 160,00 71,95 235.00 426.40 S 4 896,48 FD,m 1SOOSchldulel(Rlv.1_I:I) r!-~"'-'. :~-\!,~.J!,. , . , . Estate of: Gladys R. Owens Soc Sec H: 210.40.4678 Date of Death: 10/18/94 Continuation of Schedule I (Debts of Decedent, Hortgage Liabilities and Liens) Item Description H Amount 20 Rowe Brothers. auctioneer's commission. 426,40 426,40 ~ ",EV.'I.'I ire" (;-17' . COMlI.lI\l~~~~W~'NI' ESTATE OF SCHEDULE J BENEFICIARIES FlU! HUMBER 21.94-897 Glad s R, Owens ITEM NUMBER SSII 210.40.4678 lO 18 94 RELATIONSHIP AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY 1 A. TlXable Baqua.lI: Elizsbeth J, Beker 20 Walnut Street Boiling Springs, PA 17007 Phyllis L, Marks 1155 Goodyesr Road Gardners, PA 17324 0,25 Daughter 0.25 2 Daughter 3 C, Edwerd Owens p, 0, Box 546 Mt, Pocono, PA 18344 Son 0,25 4 Ceorge K, Owens 800 Del Lenora 116 Duncanville, TX 75116 Son 0,25 ITEM NUMBER NAME ANO ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Chllltable and Governmental Beque.ta: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS Also enter on line 13. Aec hulatlon (If more Ipaco I. needed, Insert addlUona/ .heeta of same aile,) Cop.-rlgM(cl 11M 'orm .Oft.I" only cpa,'l"'l', I"c. . 0,00 Fot'" 1500 Sch.d~l. J IA.v. 2.171 LAST WILL AND TESTAMENT OF GLADYS R. OWENS I, Gladys R. Owens, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my just debts, funeral expenses, and the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate unto my husband, Clarence L. Owens, proyided he shall survive me by thirty (30) days. ITEM III: Should my said husband, Clarence L. Owens, predecease me or die on or before the thirtieth day following my death, I bequeath all of my estate of every nature and wherever situate in equal shares unto my four children, Elizabeth J. Baker, Phyllis L. Harks, C. Edward Owens and George K. Owens, provided, however, that the share of any of my said children who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day fallowing my death and in default of such then living issue, such share shall be added to the he ()...C~ R, [P-7-~h'\A..J .,. . . . shares for my living children and the issue, per stirpes, of my deceased children. ITEM IV: Should my husband predecease me, I direct that my hereinafter named successor Executors shall sell our real property in New Jersey (if it has not already been sold) and that the net proceeds from the sale be administered as a part of my estate. ITEM V: I appoint my husband, Clarence L. Owens, Executor of this my last Will and Testament. Should my said husband fail to qualify or cease to act as Executor, I appoint my four children, Elizabeth J. Baker, Phyllis L. Marks, C, Edward Owens and George K. Owens, Executors of this my last Will and Testament. ITEM VI: I direct that my personal representative, as well as their successors, shall not be required to giye bond for the faithful performance of their duties in any juriSdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this ffM day of January, 1 93. .....J [SEAL] The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Gladys R. Owens, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have bscribed our names as witnesses hereto. .' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Gladys R. Owens, Dale F. Shughart, Jr. and Mary H. price, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix siqned and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Tc'statrix, signed the. will as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ) SUbscribed, sworn to and acknowledged before me by Gladys R. Owens the Testatrix, and subscribed and sworn to me qy Dale F. Shughart, Jr., and Mary M. Price, witnesses, ~~ day of January, 1993. before this ~CT^qIAL SEAL 9or"u~ l. C.01U. ~:OTt.r~'l F:!n1.lC MT. Ht:l~l.,t~r.r.l:loa, !'.\ C~r.:t:r~\L,'~~~O c~. M'( r.o:~~.tI:sla:J r~~ti:t~ (ll,h;J~h 1/. 1t1;t't ------------. .;$~O~y ~~ -. .... .- -. .... -. .... .- . Bd__ '_____~_______-------------------.-------------- '~'\<i':'_',: '\:-':, -,>:,>'-':0;,-.;, D No;AA9,4!970' COMMOND~~~~:T~:R~~:~:YLVANIA '''~'~'''l'''' - . - -.'- OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX. ~_. . ... '.. ...~ RECEIVED FROM, & ACN ASSESSMENT I!' CONTROL ... NUMBER AMOUNT SHUGHART DALE F JR eB S PITT STREET 101 $16,261.50 CARLIBLE PA 17013 _ '010 HUI 10(0 HUf ESTATE INFORMATION, ~ FILE NUMBER U E!1-1994-0 EJ NAME OF DECE~ENT (LAST) II DATE OF ~ m POSTMAR COUNTY DATE OF 0 IiWE RL. AN m TOTAL AMOUNT PAID SEAL C EDWARD OW~NS SR, ELIZABETH J BAKER CHECKfI Ell c;;" RECEIVED BY .H..E?~O K REMARKS REGISTER OF WILLS MARY C. LEW REGISTER OF ______________.______________________________r7__7~,---,-, .' ... .~ , I ., ! '" . ~ . . : ..--.' -~ . .,. . ~.--' ------ , .. ---.r.4ld. 4. - ~"'(_ "'\:. . \. / II/.:l</ ;f-7 REV-1547 EX AFP 112-94* CDHHONW(ALlH OF PENNSYLVANIA HPAAtHEN' OF REVCNUE ILIlUU Of INDIVIDUAL TAKES DEPJ. ZID601 UARRIIIURO, PI 17111.0601 NOTICE OF INNERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 DATI!. 10-17-95 '\ L/ FILE NO. 10-18-94 COUNTY CUMBERLAND HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT TNE UPPER PORTION OF TNIS FOR" WITH YOUR TAX PAYHENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS. AOENT" REMIT PAYMENT TO: DALE F SHUGHART JR FOWLER ETAL 2B SPIn ST CARLISLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 Allount R..1U.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iikV:is4j-EX-AFii-nZ-:9ijj-iioYicniF-iiiHEiiifANCi-YAX-iippiiiiisEifiiir-'--Ai.LOWA;ici-ifliu----------m-- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OWENS GLADYS R FILE NO. 21 94-0B97 ACN 101 DATI!. 10-17-95 APPROVED DEDUCTIONS AND EXEMPTIONS: 27.150,70 9. Funeral Expan.../Ada. COlt./HlIC. Expens.. (Schedule H1 191 10. Debh/Hadg.g. LlabU1U../Llanl (Schedule Il n01 4.896.48 11. Total Deduction. 1111 12. Nat Valu. of raK R.turn 1121 13. Charitable/Govern...ntal Sequa.t. (Schedule J) (13) 14. N.t Valu. of Eat.t. Subjeot to TaK 1141 NOTE I If an assessment was issued previously, lines 14, 15 and,or 16, 17 and 18 will reflect figures that include the total of ahh returns assesssd to date. ASSESSMENT OF TAX: 15. AMount of Lina 14 at Spou..l rat. (151 16. A.aunt of Lin. 14 t.~.bl. .t Lln.aI/CI..a A rat. (16J 17. A.ount of Lin. 14 ta~abl. at Coll.t.ral/Cla.. Brat. (17) 18. Principal Ta~ Dua TAX CREDITS I PAYHENT DATE 07-06-95 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.ta (Schadule AJ IlJ 2. stock. and Bond. (Schadul. BJ 12J 3. Clo.aly Hald Stock/Partnarship Interast (Schedule CJ (3) 4. "ortsagas/Nota. Racaivabl. ISchadule DJ (4) 5. C.ah/Sank Dapo.it./Hiac. Paraon.l Prop.rty (Schadule EJ ISJ 6. Jointly Ownad Proparty (Schadula F) 16J 7. Tranafara (Sch.dula 0) 17J 8. Tot.l A..at. RECEIPT NUHBER AA047970 DISCOUNT INTEREST 1+1 I-I ,00 I CHANGED 105.000.00 167.424.74 .00 5,600.00 25.047.39 . DO .00 lal ,DO 271.024.95 .00 x .03. X ,06. X ,15. UBI AHOUNT PAID 16,261. 50 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 303.072,13 ~:>.n47 IR 271,024.95 ,00 271,024,95 ,DO 16.261.50 ,DO 16.261.50 16,261.50 ,DO ,DO ,DO . IF PAID AFTER DATE INDICATED. SEE REVERSE FOr. CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY aE DUE A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,I 0\ \.:..' I i I I. ~ I ,., C,\ ~ " ". , w I ji" c;: .. u; . -!:3 f.)() RESERVATION. E.tlt.. 0' decldent. dvlng on or b,'or. D'c'~r 1', 19.2 -- I' anv 'ytyr. Int.r..t In the ..tat. I. tr~".rred In po.....lon or enJoy.."t to Ch.. I (colllt.r.U b.....flcl"I.. a' the d.cedlt'lt ,'hr the 'lIplr.tton 0' anv ..t.t. 'or II'. or 'or v..r., the Co.eonw"lth h.r.bv .lIpr...lw r...rv.. the right to appr.I.. end ...... tr.....'.r Inh.rltanc. T.II., It thl law'ul CI... I Ceoll.tlr.l) r.t. on any .uch 'ytur. Int.r..t. PtJIIPOSE DI' HOTICEI To 'ulflll thl r.qulr...nt. of S.ctlun 214D 0' thl Inhlrlt~. and E.tltl Till Act, Act 22 0' 1991. 72 P.S. Section 214D. PAYHf.HTI Oltlch thl tap portIon of thl. Hotlc. and .~lt with yoyr plv,ent to th. A.,I.t.r a' WIll. prlntld on th. rlv.r.. .Id.. --H," eh.ek or .onlV ord.r plyllbll tal REGISTER OF HILLS, AGENT All p.,..nt. r.e.lv.d .h.11 'Ir.t b. Ippll.d to anv Int.r..t which .'v bl due with any r...lndlr appll.d to th. till. A refund of I tn credit, whIch w.. not requ..tld an th. Tall Alturn, IIY bl requ..ted bv eo.pl.Un, In "APplIeltlon 'or A.fund of P.nn.ylvanl. Inhlrltsnc. and E.tlt. '.11" (AEY-15151. Appllc.tlon. .r. .v.llabl. .t thl O"le. of thl R.,I.t.r of Will., eny of th. 25 A.vlnYl DI.trlct O'fle.., or bV c.llln, th. ,plol.l 24-hour an.~rlng ..rvle. nuab.r. 'or for.. ord.rlngl In P~.ylvanll 1-100-362-20SD, out. Ide P.nn.ylv.nl. and withIn 10e.1 H.rrl.burg .r.. (717) 717-1094, TOO' (717) 772-2252 CH..rlng Ilpslrld Only). .. RffUND (CA) I DIJECTlDNSI Any p.rty In Intar..t not ..tl.fl.d with th. appr.I....nt, .Ilowanc. or dl..llowanc. of deductIon., or .......lftt of t'lI (InolUdlng dllcount or Int.r..t) ., shown on thl. Notle. .ult cbJ.ct within .llIty C6D) dlY' of rle.lpt of this Nottcs bYI , , \ --wrlttsn prat.,t to th. PA O,plrt..nt of A.venu., IOlrd of App.al., D.pt, Zll021, H.rrllburg, PA 171'1-1021, OR ".I.cUon to hev. th. .atter d.ter.ln.d at ludlt of th. ICCOlM'lt a. thl p."on.1 rlpn..nt.Uv., OR --applll to th. Orphen,' Court. ~ I ADtUN ISTRATlVE CORRECTIONS I flGtu.1 .rror. dl.covlred on thl, ....I..ent .hoUld bl .ddr....d In writing tOI PA D.p.rt..nt of A.v.nus, Bur.au of IndlvldYll hll", ATTNI Put h....unt A.yl.w Unit, D.pt, 21060l, Illlrrllbura, PA 17lZl-0601 Phonl (717) '1'-6505. SI. p.a. 5 of th. bookl.t "In.truetlon, for Inh.rltllnc. TIll Alturn for a AI.ld.nt Olc.dent.. (REY.15011 fer an 'lIplanltlon of a~lnlltr.tlv.1Y COtt.ctllbl. Irror', If any t.1I dUI I. paid within thr.. ()) cIl.nder .onths ..t.r th. dle.dlnt'. d.lth, . flv. p.teent (5~) dl.count 0' thl t'lI paid I, .Ilow.d, Inllr..t Is chlrg.d b.alMlna with ,Irst dey of dlllnqulncy, or nln. (9) .onth. and ani (1) d.y fro. thl dati of d.eth, to thl d.tl of ply.."t. hll" which ble... dsllnqu.nt b.forl January 1, nlz b." Int.,..t It thl ret. of .111 (6X) p.tc.nt p.r ennui c.lcul.t.d .t I dally rat. of ,000164. All tall" which b.ea.. d.llnquent on and Iftlr Janulty 1, 1912 will b.ar Int.r..t at e rlt. which will very fto. c.l.ndar VI.r to ea..ndlr y.at with thet rlt. announc.d by thl PA D.p.rtllnt of AIVlnu.. Th. .pplleabl. Int.r..t rat., for I'IZ throuah 1995 Ital ,I DISCOUNTI INTEREST. I r '!!!! lntlr..t Aat. D.lly Int.r..t Factor ~ Intsrl.t Rat. DIllv lnhr..t Factor 1982 .n ,000548 1987 'X ,GOOU7 1983 16X ,OOOli38 1918-1991 l1X .000301 198" 1lX ,000501 199Z 'X .000247 1915 ISX .000356 1995wl994 'X .ODOI92 1986 In .DODZ7" 1995 'X ,OOOt47 ulntlt..t Is calcullt.d II followlI INTEREST ~ BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. J..u.d aft.r thl tall b.co... d.llnqusnt will r,'I.ct .n Int.r..t c.lculatlon to fllt..n (15) dlv' blVond th. d.t. 01 th. ........"t. 11 paVllent II .Id. Ifl.t the Intlr..t co.putatlon dltl Ihown an th. Hotlc., addltlon.l Intlt..t .u.t b. calcul.t.d. . v RIV-1607 IX AFP 112-95* COHttOHWE'AL TH OF PEtfrdYlVAHU Dt:PAIITItE"' Of' Ft(VEMJE IURfAU Of INDIVIDUAL 'AXEl MPf. ZlUD 1 HARAISIURQ, PA 1'111-0601 I '-I'~'-Ifj- /I ACN 95101565 ~~ " v INHERITANCE TAX STATEMENT OF ACCOUNT DATE 02-20-96 SIMON LUCY A FILl NO. 21 94-0987 11-08-94 COUNTY CUM8ERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIOH OF THIS FDRH WITH YOUR TAX PAVHENT TO THE ADDRESS SHOWN, HAXE CHECK PAVABLE AND REHIT PAVHENT TO. , MARY F SIMON 1724 SHEEP FORD RD MECHANICS BURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AlIOunt R..l tt.d CUT ALONG THIS LINE . RETAIN LOIlER PORTION FOR YOUR FILES ..... Rifv: i6Cij-iii-iii:j.--riz-:9SY------ii..--itiifiiiiTANC'E--fAii"S'i''iifiH'E-rif-o,;-AC-ciiiJiW-.-iii------------------ --- ESTATE OF SIMON LUCY A FILE NO.21 94-0987 ACN 95101565 DATE 02-20-96 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS DF THE STATED ACN IN THE NANED ESTATE, SHOWN BELOW IS A SUHHARV OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAVHENTS, THE CURRENT BALANCE. AND. IF APPLICABLE, A PROJECTED INTEREST FIOURE, DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 12-26-95 PRINCIPAL TAX DUE l. 45,20 PAYMENTS (TAX CREDITS). PAYMENT DATE 01-17-96 RECEIPT NUMBER AA082509 DISCOUNT (+) INTEREST (-) 1. 81- AMOUNT PAID 46,93 · IF PAID AFTER THIS DATE. SEE REVERSE SIDE FDR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN .1. HO PAVHENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI. YOU HAV BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS, I TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 45,12 ,08 ,00 ,08 . . ,', \,,1 'j(} PA\1tEHTI DetKh U. top portion of thl. NaUe. IInd .ubIIlt with vour PQlMnt .-de fNIyMtI' to tM NM Md INIdr... printed an tbI r.v.r.. .1.. ... If RESIDENT OEC[D(NT .ek. check or IIOMY order payabl. tOt REGISTER OF WILLS, AGENT. .. If NDN.RESIDfHT DECEDENT uk. chKk or IDnIIY or.r payebl. tal CDl'ltOHWEAL TH OF PENNSYLVANIA. AU p.pent. ree.lved IheU be ~p1led flr.t to eny Int.nll ....Ich IQ be dull with MY r...lnder ...11" to the t... RUUND (CA), A nf~ af . b. credit, which .... not reque.ted on tM Ta. R.tum, .." be reque.ted by cOIIpl.Ung .. "Appl1c.tlon for Rafund of Penn.ylv.nl. Jnh.rlt~ 8nd [.tat. Tax- (REV. ISIS). application. ara .vallebl. .t t~ Qfflel of thl R.al.t.r of Will', eny of thl 15 R.venue DI.trlat a,flc.. or 'roe the a.part..nt'. 24.hour an....rlno ..rvlc. nueblr. for for.. ord.rlntt Tn Penn.vlvenl. 1.laa.S62.2aSa, out.lde penn,Vlvenl. Md ..I thin local H.rrl.bura .r.. (717) 717-1094, fDD' (717) 772-2252 (Hearing 1.,.lred onlv). REPLY Tal au..Uon. reaardlno .rror. cont.lned on thlt notice thauld be addre.Md tal PA Depart..nt 0' Rav..., Iura.. of Individual Tax.., ATTNI po.t A.......nt R.vlew unit, Dept. 210'01, Harrlabur., PA 17121-0'01, phone (717) 717-6SOS. DISCOUNTI If env tax due I. paid ..Ithln thrl. (S) c.landtr eonth. Ift.r the decedent" de.th, . flv. plrcent (SXJ dl.count of the tlX p.ld I. 1110NId. INTEREtTI Int.r..t I. char.ed blalnnlng wIth 'Ir.t day 0' delinquency, or nine (,) eonth. and one (I) dav 'rDe the dlt. 0' d..th, to the date 0' pay.-nt. T.x.. which bee... delinquent before Jenuarv I, 191r be.t Int.r..t at the rat. of .Ix (6X) p.rcant p.r annua c.lcvl.t.d .t a d.lly r.t. of .000164. All t,M.' which blc... d.llnquent on tnd aft.r Jenuary 1, 191r ..III b..r Int.r..t at . rat. which ..Ill v.ry froe cal~r y..r to c.llnd.r y..r with thet rat. announced b" the Pi Depart..nt 0' Rav~. T~ .,pllctbll Int.r..t r.t.. for 191Z through 1996 arll V..r Intlr..t A.t. Dill" Int.r..t Fletor .... Int.r..t A.ta D.lly Int.r..t Ftctor 1912 ,n .OCOSU 1..7 'X .ooozn 1913 lOX .00043' 1'''-1''1 IlX .000501 1'" 11X .000SOI 199' 'X .OOOZ'" 1915 UX .OaOSH I"S.I994 n .000192 1'''' lOX .000274 1"5-1'" .X .aoozu --Inter..t I. ealcul.t.d .. follow'l INTEREST . BALANCE OF TAX UXPAIO X HUnBER OF OAYI DELINQUENT X DAILY IHTEREIlT FACTOR ..An~ Hotlc. 1..Utd aft.r thl t.. btc~. delinquent will r.'laot ~ Int.r..t c.lcul.tlon to fifteen CIS) dey. bevond the data of thl .........,t. If p.'tMf1t II .... .U.r thl Inter..t cQllPUt.tlan dtt. "*'" on the Hotlc., .dcUtlonal Int.r..t .....t be caleulltlld. .iI .. Inventory of the real and personal estate of Gl,ADYS Il. O\~ENS. daceased .. ;{dil:C"l:Y::jJiitfjli 1. REAL ESTATEI Lot of ground, together with improvements, situate in the l05,OOO,OO Fourth Ward, Borough of Carlisle, PA. Being improved with a single family dwelling, known as 109 East Park Street, Carlisle, PA 17013. Value based upon appraisal by George L. Ebener, licensed broker, attached. Deed reference: Book "K", Vol. 13, Page 3l7. Tax Parcel No. 05-20-1796-136 Assessed value: $8,000.00 Estate unable to find a buyer for more than six (6) months. Property distributed in kind by Executors, to beneficiaries. Copy of deed attached. 2. PERSONAL PROPERTY: a. Clothing and personal effects. b. Household goods and furniture distributed in kind. Value based upon attached appraisal of William G. Rowe, auctioneer and antique dealer. c. Household goods and furniture, value based upon sale at auction. d. Farmers Trust Company, checking account 4-31761. Principal- Accrued interest- e. Mellon Bank, checking account 182-692-6188 Principal- Accrued interest- f. Capital Blue Cross, medical expense reimbursement. g. IRS, income tax refund. h. Lee Vanasdlen, claim for improper tax return i. Atlantic Energy dividend check dated prior to death. Total personal property- -0- 844.00 1,218.40 4,864.63 .56 16,13 .90 1 .45 81. 94 .85 1,27 .16 654.50 25,04 .39 3. STOCKS a. 150 shares, Baltimore Gas & Electric Common stock. b. 1700 shares, Atlantic Energy Common stock. c. 1078.587 shares, PP&L Common stock. d. 1518.026 shares, Delaware Fund e. 2941.17 shares, Alliance North America, Govt Fund B f. 4388.71 shares, Van Kampden Merritt U.S. Govt Fund 23.25 3,487 50 16.875 28,687 50 19.875 21,436,92 18.03 27,370 01 8.56 25,176 42 13.96 61,266 39 167,424 74 Total Stocks (Continued on attached sheet) .. '. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I. J UI I I , i. .____I;:!-.i~~b_"_t:ll.i!_:...13ak..Pr.L~yJl.is-.L-,-!1.l).l:kS IInd C. EdWllrd Owens -------.- baIng duly SWOrlL__ occo,dlng 10 low, doposos and soys Ihat >Ii' __thg~.Q..JJ"ill-.._. -.- Ex_ec~.tc?.!s d____._ _.._ __.__ 01 Iho Eslolo 01 Gllldys n. Owens lole 01 __' ....... Borough o[C"rl isle .____ ___, Cumberlond Counly, Po., deceued ond thot the El~Zllbcth J. Bilker, Phyllis L. Marks IInd within Is on Inyenlo,y modo by ___Edward_Owcns----- --- .. ---, Iho ..Id p.V",..lIrnrq 01 Ihe entire uleto 01 ..Id decedenl, consl"lng 01 oil Iho pellonol prop'",Iy and reol ulote, except ,..1 utate ouhlde the Commonweallh 01 Pennsylyonlo. ond Ihol tho IIguros oppollto ooch I.lem 01 t~e ,Inyentory represent It's lolr yolue 01 01 tho doto 01 decedonl'. deolh, A(i:~~';:,fJ~ VI?JJI..:....,,'- Sworn ~ ?Jv"'"'- c11.v/~ ' ond .ubscribed belore mo. ~ ""~'4 .>f.'m~ ' E.-cutor . Aclm1nht,.tor \ ! i: I,' July 6, 19 95 28 South pitt St., P.O. Box 208 l.,..-v~c. ,)f '. C<u:.lis l.e.......ElL.l1 0 1 3 Addr." ., 'f: .,L,..... tMl,:.. .. ,'.. .,.. ~~.",,","'. .' .' .f~~~ilGs;.~~lII. IY l:OlI"SlllOll U..w. ~ 17, MIl Dolo 01 Deoth 18 Ooy 1994 October Month Vu, INSTRUCTIONS I. An Inyentory must be flied wllhln th,ee monlh. olto, oppolntmenl 01 pellonol representative, 2. A supplement Inyenlory must bo flied within thl,Iy doys 01 dlscoyery 01 oddltlonol ouets. 3, Addltlonel sheets moy be ottochod es to pOllonelly or reolly 4. See Article IV, Flduclorles Act 011949, , <1J I) .... Ul \- '.-1 .... .,; ~ ~ '" k .. q. r- III ~ ~ .. '" ~ '" U .. :G co 0.. U I 0 .... .. .. 0 '" w C '" "'" .... :J: 0: Ul 0 .. .. -::s '" l- I- 0.. ..J LL Z .; 0.. E I Z ..J ~ 0 r.:I .c 0.. 0 fA ..... W LL 0( :;: tl' ~ N > 0 Z 0: 0 ::l :i- z 0 c 0 c . k " on Z c>: 0 0 \.i: 0 0: U Z w 0( al ... 0.. Ul ..., j >< c .. C - " ";1 0 .. 'I... oJ) .>< 0-'1, .. E ..., 0 t.71 ~ .. 0 .. " u: 0 ..J U CD .J .~.. Inventory of the real and personal estate of GLADYS R. OWENS, DECEASED (CONTINUED) 4. Note: Note from Elizabeth D. Baker incurred in purchase of Jeep, balance owed at death. Total real and personal property, Stocks and Note - $5,600.00 ,.. ',' \ .'~,,"'\" .' . '-<, , '$30.3 ,.7~,3'{~;].t:\\ ~J.' " ~ ,..."'., .."'~'I_'1'~ "."'.'" .J'~'! , ...;,....'.....I....,~.t.~,...,i'... . .t . ;" t .', ~'" J.., ,t~f.I-.( '-1\-," ." t t. ., "1 ',.1',..' ',.,'v.: ,:".X. .f. ... --+'-;,}: _ ~~'~~~'f0~,77'.:"'''--':,-, ", r I i I , i f,. STATUS REPORT UNDER RULE 6.12 Name of Decedent I Gladys R. Owens Date of Estate ~No. Deathl October l8, 1994 21-94-0897 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 completel 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 iSI 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 r port, Date: ]/2/96 _ '1:'-.( .. "0...: r".J " C1.. '0 U1 ~. ~,.. o , . ";01" 1>, 5hlH;Jh;ort. .7r, Name (Please type or print) 28 South pitt Street,Carlisle,PA 17013 Address , , <:..1 N I ~ .., " . r:, ci. I u .., cuc.c a: ..'O:J '0 ',. E P' JY ::J UU ( 7171 249-8300 Tel. No, Capacity: Personal Representative x Counsel for personal representative (MAH: rmf/ AM3 )