HomeMy WebLinkAbout94-00902
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Estatt 01 Nnry Cnthl!rl,w WlIrk PlIrlntlln
also klloWIl os Ilnrv W. Purlntlln
I)ETITlON "OU PHOBATE lIJ1d GIMNT 0... LETTEUS
.;II-crt{- 'tDd.-J
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No.
To:
Reci.ler of Will. for Ihe
Dert/JS.d. (;oollly of CUIIII", r nnd In Ihe
Soe/al Seeurlty No, 206-32-25H7 Commonweallh of Pennsylvania
The pelition of Ihe ol1lle/~iKned re~peelllllly repre,enl' Ihal:
\'our pelitioner(ij. who b!.aJ:a< IH year> of ace or older anll,\e exeeol.J:l)c
inlhe laSl will of Ihe above de.cedelll, daled .Jllnullry 26
and eodicil(.) daled NllNl-..
nameLl
, 19..!!1L-
1'1.". h:lt"if,m l:lh:lIIml.lnl:C'. c", rcnuncillion. tJCif,lh or Uc\:UIO'1 CIC.)
Dee.ndenl wa, domiciled al dealh in ClImher Il1nd
'...r la'lfamilyorf)r1ncipalrcsldenceal S~nim I'~nlth
NeWVille, PA 17241 (Wl!st Pennsboro owns I p
CIi.1 mCCI, number and mun~ipillil)')
Counly. Pennsylvania, with
Center. Green Ridge Villoge.
Dee.ndenl,lhen 93 year. of ace. died October 8 ,1994
UI-.fiwoim fJcnlth Ct!n.tJ:.r... Newvi lie. PA .
Exeepl a, follow" dee.delll did nOI marry. wa. nOl divorced and did nOI hav. a child born or adopled
afler exeeullon 01 Ihe willolfered for probale; wa. nOllhe \'icllm of a killinc and wa, never adjudicaled
IneOmpelenl: NONg.
Deeendenl al dealh owned prop.rlY wilh e,llmaled value, a, I'ollow,:
(II domiciled in I'a,) All per,onal properlY
(If nOldomiciled In I'a.) I'er>onal ploperly in Penn'ylvania
(If nOldomldled In Pa,) Per,onal properly in Coumy
Value of real e'lale in Penll5ylvanla
shualed as follow.: NONE
S 100,000.00
S
S
S
WIIEREFORE, pelilion~r(') respeelfully reque5l(,) III~ probale 01 Ihe la'l will and codlcil(,)
pr.,ented herewilh and Ih~ cram 01 leller' Testnmentnrv
(tnlamcnl.,)': adl1lllll'I'"llun (.1...: atJlTliuiurllion d,b.n.c.I,I.)
lhelon.
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~ane Purinton IHlshllsen
a/kIn ~Jnne P. \HIHhlHwn
b~OI Oyfnrrl Unn.1
Hnrrishllrg. I'A 17109
OATil OF PEUSONAL IU~PUESENTATI\'E
COMMONWEALTH OF I'ENNSYLVANIA L ,,>I
COUNTY 0.' Cumberlnnd J
Sworn 10 or
berore me II i
The pelilloner(,) abme n,"ned ,wea,!>) or afl,rlll(s) Ihallhe ""Ielllelll' in Ihe fm.~,"n~ 1"'lillon ale
IIU~ and eOl/eello Ihe b~" of Ih. ~nowlcdce and b.lid' ur 1'.lilioner(,) and Ihal a, ".r,onal rep/e,en'
lallvc(,) 01 Ihe above deeedenl pelilioner(,) will well and Iluly adminhler Ihe e'lale ae~ordlnc 10 law,
/'7 ____
X .;)-_...,-.--1'-11'.- ?~/,..-/r~n2G"./ M~'~--Il/
,51nne Purinton WIIHhllHen OQ'
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affirm~~T tnd ,ub,eribed
I day of
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MARY C, LEWIS
II./ - ,;)II~ -I (
No.
-
? 1 - Q4 - QM
Eslale of Nnry Cntlwrlno Work Purinton
, Deceased
DECREE 01.' PUOBATE AND GRANT 01<' LETTERS
AND NOW OCTOBER 24, 19~, In cOII~lderollon or Ihe pelltlon on
Ihe reYerse side hereor, ~al"raclory proor hoylnll been presented berore me,
IT IS DIJCRlmO Ihallhe imlrumelllls) dalr" Jnnunry 26, 1989
described Ihereln be odmllled 10 probale and n1ed or record os Ihelasl will or Nn rv Cn thorine
Work Purinton, n/k/n Nnrv W. Purinton
and LCllers Testnmentnry
ore hereby grollled 10 Jnne Purinton Wilshusen
(n/k/n Jone P. Wilshusen)
FEES
200.00
Probole, Lellers, Elc. ......... $
Shorl Cerllrlcales{IO) . ... . .. . .. $ In nn
Renunclollon ................ $
X-Pages $ 6.00
JCP TOTAL _ S n?'/{/{
Filed .... 9~J.q~~~. .~1,. ,1.~~9. . . . . .. . ....
'7!J1 (J:L.""f'.(jJ",&.~
Reple, or WIIb (J
MARY C. LEWIS
IInmilton C. Dnvis (1.D./I10264)
AITORNIlV ISup. CI. J.D. No,1
P.O. BOK 375. ShipoensburR. PA 17257
ADDRESS
(717)532-5713 .c...,..('I?)-00-su....
PHONE
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Mailed letters and order to attorney on 10-25-94.
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LAST WILL AND TESTAMENT
I, MARY CATHERINE WORK PURINTON, of West Pennsboro Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and Testament and
revoke any Will Dr Codicil previously made by me,
ITEM 1: I direct that all my just debts and funernl expenses, including
my gravemarker and all expenses of my last illness, shall be paid from my
residuary estate os soon os prncticable after my decease as n psrt of the
administrntion of my estnte,
ITEM 11: 1 direct that my funeral, cremation and interment of ashes be
carried out in accordance with directions which 1 hove given or intend to
give to Egger Funeral Home, of Newville, Pennsylvonie,
ITEM Ill: 1 bequeath those articles of my household furniture and
furnishings snd those articles of my personsl effects and persons 1 property
as set forth in a sepnrate memornndum, which 1 shnll place with my Will or
deposit with my Attorney. to the persons therein designsted,
ITEM IV: 1 deviae nnd bequeath the residue of my eatate of every nature
and wherever situate in equal shores to my daughters, ANNE MOODER SMITH and
LUCY MOODER STRONG; and to the dnughtera of my late husband, Carl purinton,
LOUISE PUlUNTON SMITH and JANE PURINTON WILSHUSEN, per stirpes,
ITEM V: 1 direct that all taxes that may be assessed in consequence of
my death. of whatever nature nnd by whatever jurisdiction imposed. shall be
paid from my residuary estate as part of the expenses of the administration
of my Estate,
ITEM VI: 1 appoint the dnughter of my lnte husband, Cnrl Purinton. JANE
PURINTON WILSHUSEN, Executrix of this my last Will. Should she foil to
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qualify or cease to oct all Executrix, 1 appoint my daughter, ANNE NODDER
SNITH, Executrix of this my lnat Will.
ITEN VII: 1 direct that my Executrix Dr Guardian or their Ducceaaora
shall not be required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, 1 hereunto set my hand and seal to thia my Last Will
and Testament, written on three (3) sheets of paper, dated this ~({,rA. day of
_Jt1.n.u",-v , 1989.
I
(SEAL)
Purinton
The preceding instrument, consiating of this and two (2) other
typewritten pages, each identified by the aignature of the Testatrix, was on
the day and date thereof signed, published and declared by 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 subscribed
our names ss witnesaes hereto.
residing
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at 'e.U/l/i/tI' I~
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{' ,l" if .',.., ~ residing at'-" .().rAII-Ui"U,' ( r:-..
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CO~ONWEALTH OF PENNSYLVANIA
ss,
COUNTY OF CUMBERLAND
1, NARY CATHERINE WORK PURINTON, the Testatrix whose nsme is signed to
the sttached or foregoing instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the instrument as my
Last Will; snd that I signed it willingly and as my free and voluntary oct
for the purposes therein expressed,
(SEAL)
Sworn to or affirmed and Acknowledged
before me by NARY CATHERINE WORK PURINTON,
the T:J.tatrtx, this .2~d/.. dsy of
L""''''Y , 1989,
r\OTII:~f-' ~ I.
VElD/\ M. $[,';'(, tL, ~ i !', '
Mllrrc'I~I'l!rfJ UJro, C!.~l;;', I. .:.. ~.:, f'J.
M}' COI':",nli5~klll (;.~il""5 A;:rd 1(. fino
CO~ONWEALTH OF PENNSYLVANIA:
ss,
COUNTY OF CUMBERLAND
We, )./ ope. G. /JIll. /'1" In5. and II... ;:",k,.. the witnesses whose
names arc signed to the sttadbed or foreg ing instrument, being duly
qualified according to law, do depose and say that we were present and saw
the Testatrix sign and eKecute the instrument os her Last Will; that the
Testatrix signed willingly and executed it as her free and voluntary oct for
the purposes therein expressed; thnt each subscribing witness in the hearing
nnd sight of the Testatrix signed the Will as a witness; and thnt to the best
of our knowledge, the Testatrix was at that time eighteen (18) Dr more yesrs
of age, of sound mind, and under no constraint Dr undue influence,
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Sworn to or affirmed and subscribe to
before me by /foP,- E, l/t~" ^ t^'i and
/ha ry r.- -tf" I=.ct... J' ,witnesses, this
J6/-/. day of j"",,,,,.'I' , 1989,
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l/..eJ!cf!f\. )k JQ tvU-
Notary Public
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
I ss.
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Jane p, wilshusen.
being duly sworn according to law, deposes and says that
she is ~~ec~to; of the
Estate of ~a C th rine work purinton, a/k/a Ma V W, purinton,
late of We t pennsboro TownshiD , cumberland county, PA,
deceased and that the within is an inventory made by Jane P.
Wilshusen , the said Executor , of the
entire estate of the decedent, consisting of all the personal
property and real estate, except real estate outside the
commonwealth of pennsylvania, and that the figures opposite each
item of the inventory represent its fair value as of the date of
the decedent's death.
I.
subscribed
e this L~~day of
, 1995
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'E.,.#L-//;J.?/~~
"'~ Jane P. Wilshusen , Executor
4601 Oxford Road
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NOTARIAL SEAL
HAMilTON C. DAVIS, Nowy Publ!c
Norlll N.."."n Twp.. CumbOrlarid Co" PA
My Com".;:..'c" up'r.. Sept.mlltr 22, 1996
Address
Date of Death
8
Day
10
Month
1994
Year
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Inventory of the real and personal estate of
Mary Catherine Work Purinton,
a/k/a Marv W. Purinton , deceased
PNC, Checkinq Account *51-4041-3061, plus accrued
interest
PNC, certificate of Deposit *159106, plus accrued
interest
PNC, certificate of Deposit *104200, plus accrued
interest
Mountain state Blue Cross & Blue Shield refund
[Interest in estate of late brother, John Burton Work,
deceased, who died a resident of California on
July 10, 1994. Value at this time unknown.]
34,713.22
9.51
56,500.00
4,232.39
25,289.11
4,001.21
12,06
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CERTIFICATION OF NOTICE UNDER RULE
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Name of Decedent:
~' e
Nary Cathorine Work Purinton, n/k/n Mnry IN
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!,/)g,
Purinton
Date of Death: October 8, 1994
Estate
lISU. No.: 1994-00902
PA NO,: 2194-0902
To the Register:
I certify that notice of beneficial interost 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
Februarv 15". 1995
Admin. No.:
~
Address
Anne Hodder Smith, 552 S. Old Niddletown Rood, Nedia, PA 19063
Lucy Nodder Strong, 7729 N. 4th Ave" PhoeniK, AZ 85021
Louise Purinton Smith, 5747 Clark State Road, Gahnnna, OH 43230
Jane Purinton Wilshusen, 4601 OKford Rood, Harrisburg, PA 17109
Notice has now been
Rule 5.6(a) except
persons entitled thereto under
Date:
z..JJ[/ 0; S-
Name: Hamilton C, Davis, Esq.
Address: 1'.0. BOK 375
Shiopensbur~, PA 17257
Telephone: 717 /532-5713
capacity: personal representative
X counsel for personal
representative
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
ITO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OR OATIS 0' DEATH AmR 12/31/91 CHECK HIRI
" A SPOUSAL ..
P~V.IA.T!.CRI!!!-I!J:H"MI.O 11. ."""____
flU HUMIIR NO. IY'JI,-IlOYIl~
l'A NO 21 ylf-OYO~
__ ~OUNIY CODE YEAR
III CI tilt, 'COMPI I ADOI ,
COMMOt~W(AIIII Of PltHj~'IYANlA
DlPANIMlUlOJ "IV(NUl
Dr" 780601
}.}IUl!~I.'.JIlQ !_A. 11_1?~~~1
P lOIN' '''',0,11 II" . I.~. AND "'IDlll INI '''''1
NUMBE R
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,"J~u:jDt.!!n._Nnry C!UlliLLt I". Work J JllkLILt!!lrV W. l'ur I nlun 15 Groon Ridge Lnne
!IoO(.lALUCUI.lrNUMUI 0.&1(010110111 IOAUOf.IIIH Newville. PA 17241
206-32-2587 10/08/9iI !Jl5/29!01 eM' Cnmberlnnd
I" .1.1'11"""11 \uhtWIHG vou.. 'HAIlI ..UI',." "'.." "'(lPlI "..1"'11 'OCIAl U~NU-Mir. AMOUNlllCllYID IUIINUIUClION!t1
N/A
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1. R.al ElIot. (5th.dul. AI
2. Stoch and Bond. (Sch.dul. BI
3. Clou.ly H.ld SlocUPortnlnhlp Intl,..t ISch.dule CI
4. MOltgage' and Not.. Receivable ISchedule OJ
5. COlh, Bank Depolill & Mllullanloul Penonal Properly
IS,h.dul. E)
6. Joinlly Owned Prop.rty (Schedule FI
7. T,an,l... (S,h.dul. G) (S,h.dul. II
8. TOlol Gran Auell (tolollln.. 1.7)
9. funeral EIlpenllt, Admlnlltrollye COlli, Mhulloneoul
Expenl" (Sch.dule HI
10. Debll, Mortgag. llobllill.., lI.nIISch.dule II
1 I. Tolol Deduclionl (Iolollln.. 9 & 10)
12. Nel Value of EllolelLine 8 minullIne 11)
13. Chariloble and Governmenlal Bequ'llI (Schedul. JI
14. Nel Value Subjecllo Tax (Line 12 minut Line 13)
15. Spoulol Tronll." (for do'.. of d.alh after 6.30.94)
S.e Inllructionl for Ar,plicobl. Perunlaoe on Reyen.
Side. (Includ. volu.. rom Sch.dul. K or Schedule M.I
16. Amounl of lIn. 14 laxable 01 6% roll
(Includ. ...alu.. from Sch.dule IC or Sch.dul. M.I
17. Amounl 01 line 14 laxable 01 15% ral.
{Include ...alutl from Schedul. IC or Schedul. M.I
18. Principal lax duefAdd lax from lIn.. 15, 16 and 17.)
19. C,.dill Spoulal Poverty Credit Prior Poym.nll
+
N/A
N!A
03,
05.
.Lo
R.mainder Return
liar dol.. 01 dealh prior 10 12.13.821
federal Ellol. To.. R.lurn Requi,.d
Tolal Number 01 Sale Depolit BOII.II
17257-0375
(6) None
(71 None
(0 ) 124,757.50
191 8,372,35
(10) 704,00
(111
(12)
(13)
(14)
9,076,35
115,681.15
None
115,681.15
N/A
6,940,87
~ ~ 1. Original R.lurn
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t:UElI 0 4. lImiled fuot' 0 40. Futur, Inler..1 Compromil,
;:co9 liar dol.. of d.ath after 12.12.821
ulE_
D.. fJQ 6 Delcu,lonl Died hllale I I 7 D'lled,nl Moinlained Q Living TfuII
c IAllulh cop)' 01 Will) IAlIoch copy 01 T,UII)
-- ALL CORRESPONDENCE AND CONFIi:IEtlTlAi,'TAX IN,oiiMATIOtl'SHciiiLDBEOiRECTED TO.
:3 8 "AM( COMPUII MAiliNG ADDIIUS
::1~ IInmllton C, Davis, cs , 1',0, BUK 375
B2 ImPHONI NUMIII Shippunsburg I PA
,".LlILJ 532-5713
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Supplemen'al Relurn
None
(II
(2 I --1illne
(3 I None
14) None
(5) 124,757,50
(15) -1IQJ1e
(16) 115,681.15
(17)
___)(._D
)( .06 D
)( .15 .
Discount
Inlerlll
(10)
6,940,87
+
10 If LinD 19 i\ qlllOltH Ihnn Line 18, fln'ftr thl! cJ,fI"'t!nCIt on Line 10 Thi, h Ihu OVERPAYMENT.
DIl
ChICle here If you are r.quelllng a refund of your ovefpavm,nt,
(19)
(20)
N.t~"
N!A
21. II LinD 18 ilglooter than line 19. enlOf Iho diffolonce on Lin. 21. This il Ih. TAX DUE, (21) _~-,.~~.J!L_
A. Enler the inle,.'l on Ihe bolonu due an Line 21A. (21AI __t'lO}~t!
0, Enl., ,h. 10101 allln. 21 and 21 A on line 2' 0 Thl. il'h. BALANCE DUE, (21 01 __"!>J2"~(), ~,~.
__ _____ ~~!.~~h~ck Payabl. fa: R.g_I.!.'.!!..!,:_'!'.!'I!I.~.._~_~e_n.' _
'-- )I.->-OE SUiE TO ANSWER-ALCaliisTioNS ON REVERSe'"suiE A'NO"TO RECHECK MATH .O(...c.
~ndel penal".I 01 pOljUf)'. I declare Ihal I have uamined thn 1"luln. induding accompanying "hodul"I and IIOlem.nh, and 10 ,h. bill 01 my ..no....l.dg. and bollol,
1IlI'rue, corred and complolo. I declof. thot all "01"101. hOI be.n repOllea otlrue mark.' yalu.. Dltclarolion 01 p'.pOI.r olher than Ihe panonol "p""nloh.... il
balld on 011 ~~Imalion ul which .pl.po"r hOI on)' ~no......ladg..
SIGNATUII Of PII~ON-IH;uti~lit(fUI'II'iINr.llIU'" Aoo.ih~'--. --.-. bAil
9....-<6'-""~:?/:., ,~i~"";-J'4601 OK ford Rd" Hnrrisburg, I'A 17109 J/,;/.7/Y.,-
~ S~C.NA It 01 PI II OIHII I A IIlPIIl)fNIATlYI AOOfllU CA}f
1',0, 1l0K 375, Shl ell"bur>, I'A 17257-0375 3,(, c.J I tlJr-
.
Act #48 of 1994 p'ovldel for Ihe roduetlon of Ihe lax ralal Impolod on Ihe nal value of transfe.. to or for
Ihe ule of the IPOUIO, The rolel 01 p,elcrlbod by the Italule will bel
e 3% (,03) will be applleabl. for ellale. of deeeden" dying on or after 7/1/94 and before 1/1/96
e 2% (,02) will be applleoble for e.lolea of deceden.. dying on 0' after 1/1/96 and befo,e 1/1/97
e 1% (,011 will be applicable for eltale. of deeeden.. dying on or after 1/1/97 and befo,e 1/1/98
e Spoulal transfers oceurrlng on or aftar 1/1/98 will be exempt from Inherltanee tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old d.c.dent make a Iran.fer and:
a. retain the use or income of the property transferred, .......................................................
x
b. relaln Ihe rlghl 10 dealgnot. who .hall u.e ,h. prap.rty tran.ferred or It. Income, ..............,
x
c. relaln a reversionary interest; or ...................................................................................
x
d. recelye the promise far life of ell her paymenls, benefits or care' .......................................
2. If d.alh occurred on Dr before December 12, 1982, did decedent within 'wa yeors precedlpg
dea'h Iransfer properly without receiving adequate consideration' If death occurred after
D.c.mber 12, 1982, did dec.den' transfer prop.r1y within one yeor of d.ath without receiving
adequate consideration' 1"'1..........., .................. I..... to .......... .................,...... ...... It..... to..t.lO.
x
x
x
3. Old dec.dent own on 'In trust for' bonk account at his or her d.a'h'......................................
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.
In
"d'
~fl:
..
'0 ~1
",:.J .:" ~
,'; ;-:1
(J -_,
(lJO:
0:
0-
r-
N
~
....-.:
..
1:'
,r:;
-:.:!=s
()()
. .
~
LAST WILL AND TESTANENT
1, MARY CATHERINE WORK PURINTON, of West Pennsboro Township, Cumborland
County, Psnnsylvania, declars this to ba my Lost Will and Tastament and
revoks any Will Dr Codicil previously mode by me,
ITEM I: I direct that all my just debts and funeral expenses, including
my gravemarker and 011 eKpenses of my lost illnesa, sholl be paid from my
residuary sstata ae eoon as practicable oftur my decease as 0 port of the
administration of my estate,
ITEM II: 1 direct that my funeral, cremation and interment of ashes be
carried out in accordance with directions which I have given or intend to
give to Egger Funeral Home, of Newville, Pennsylvania,
ITEM Ill: 1 bequeath those articles of my household furniture and
furnishings end those articles of my personal effects and personal property
08 set forth in 0 separata memorandum, which I sholl place with my Will or
deposit with my Attorney, to the persons therein designated,
ITEH IV: 1 devise and bequeath the residue of my estate of every nature
and wherever situate in equal sharea to my daughters, ANNE HODDER SHITH and
LUCY HODDER STRONO; and to the daughters of my late husband, Carl Purinton,
LOUISE PUIUN'l:ON SNITH and JANE PURINTON WILSHUSEN, per atirpea.
ITEM V: I direct that all taxes that may be aasessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, sholl be
paid from my residuary estate as port of the expenses of the administration
of my Estate.
ITEM VI: I appoint the dsughter of my late husband, Carl Purinton, JANE
PURINTON WILSHUSEN, Executrix of this my last Will. Should she fa11 to
, ,
,
qualify or cease to oct os Executrix, 1 appoint my daughter, ANNE MOODER
SMITII, Executrix of this my lost Will,
ITEM VIII 1 direct that my Executrix Dr Guerdien Dr their succeesore
shall not be required to give bond for tho faithful performancs of their
duties in eny jurisdiction.
IN WITNESS WHEREOF, 1 hereunto set my hand and seal to this my Lost Will
and Testament, written on three (3) sheets of paper, dated this ,:JI.. r~ day of
~Jd.J\.U At"V
/
, 1989.
(SEAL)
Purinton
The preceding instrument, consisting of this and two (2) other
typewritten psges, each identified by the signature of the TestotriK, was on
the day end date thereof signed, published and declared by the Testatrix
therein named, aa and for her Last Will, in the presence of us, who at her
request, in her presence, and in the presence of each other, hove subscribed
our names as witnesses hereto,
Wqp; f /1/(;;. il.LJ. d
h7(b!tLgl7'~ ..di-:".;..:""
(/
residing
~ 0r..:I
at ()/Ji!t. I t2-
I
~
I
.
residing at........./le,<'-<o'l.Uk.::::.e:;
';?'
.l... .
. '
-2-
.
"
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUHBERLAND
ss,
I, MARY CATIlERINE WORK PURINTON, tho Tostotrix whose nsme io signed to
the ettoched or forogoing instrument, having been duly qualified nccording to
low, do hereby acknowledgo that 1 signed and executed the instrument Os my
Lost Will; end that I signed it willingly and os my free and yoluntary oct
for the purposes therein expressed,
(SEAL)
Sworn to or sffirmed and scknowledged
before me by HARY CATHERINE WORK PURINTON,
the Tj'.tatrix, this .;}6d t. day of
<t" ,.., r \I' , 1989.
I
.
NOII""., ~.' ,
VElDA M. ~[,\~[, fL, . . J
ShiPPc:ll:.bu.!J 8,uo, Cl.lIl~, .' , . ~ oJ I
Mr Cl.ti:"UlI:.~jO" Cji:)U~'l A;'I.1 ... l~
COHHONWEALTH OF PENNSYLVANIA:
COUNTY OF CUHBERLAND
We, and /J//lrv (;l/~ J:.',k...s' the witnesses whose
names ore the otto ed Dr foreg6ing instrument, being duly
qualified according to low, do depose and say that we were present nnd saw
the Testatrix sign and eKecute the instrument os her Lost Will; that the
Testatrix signed willingly and eKecuted it os her free and voluntary oct for
the purposes therein eKpressed; that each subscribing witness in the hearing
and sight of the Testatrix signed the Will os 0 witneas; and that to the best
of our knOWledge, the Testatrix was at that time eighteen (1.8) or more years
of age, of sound mind, and under no constraint Dr undue influence,
ss,
(
1
,
,
Sworn to or affirmed and subscribe to
before me by lie"'" C, /".~^..^.., and
/JJ,lr" (0-7;'11 f::,~t...7 ,witnesses, this
;){,)J. day of ""''''''''1' , 1989,
I
ViPC~i,.u1J .
C./')'J? a.~ tt?c.... .Q( ,-L~ '
t/dd!fI. ):'r. -J;; tvl..i<.-
Notary Public
";;:';~---'I
v' .. . ,. . ~. . . ,"
' "", , I
~llIP:. . h'':. t ,,,:,..11_ . ( :
I,)' t. ..L,' l..; I,.. " , ., l~ . .
.-.-.---......-.. ....j
~
-3-
r'
. ..',...... It,,,,
COMMONWEALTH OF PENNSVLVANIA
INHIRITANCI TAl( RITURN
RESIDENT DECEDENT
SCHEDULE "E"
CASH AND MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF
Purinton. Nnry Catherine Work. n/k/n Nnry hi, Purinton
'AI,..,o,,>:!, '.,.11'......... "". I.. AI... 0' "."'.0".'. m.tt b. .'"'0_ D. .......,. .....,
ITEM
NUMOER
VALUE AT
DATE OF DEATH
34.713,22
9,51
56.500,00
4.232.39
25.289.11
4.001,21
12.06
FILE NUMBER NO,
PA NO 2194-0902
I,
PNC. Checking ACCount Q51-4041-3061. plus accrUed interest
2,
PNC. Certificate of DepOsit Q159106. plus accrued interest
3,
PNC. CertifiCste of DepOsit Q104200. plus accrued interest
Mountain State Blue Cross & Blue Shield refund
4,
s. """'" ., ..,.,. .. ..,. ''''h... '.h. ...,.. ".k. ,......,.
who died s resident of Californis on July 10. 1994, Value at
this time unknown,}
TOTAL IAllo enter on line 5, RecePlrul.tlon)
$ 124.757,50
flf mo,. ...... I. "-... '-. "'0'"0'" ...... 0' 00"", tI,.,
I7b-a.NoIO'l~OO '{Y\1\1l.1/ IN. (1vR'^,fo~ 'I'~:l-", .;21.;~g"l,1/
l703:1'10IS''1/o!&> '''I\P-II L...., PUll.j...,toN :3'~""'l.l!j3 t'-~:::iOC).oc)
.' I fj 1'''''':
TO: Pennsylvania Deportment of Revenue
Bureou of County Collections
FROH I PNC BANK
REI Estate of Hnry PurInton Work
, deceased
Dote of Duath;
October 8 , 1994
It is hereby cartified that tha abova-na..od docadant had, on the obova
dote, the followlng sccounts with us;
A. _ CIIECKINC ACCOUNTS;
Account No,
Titla of Account
mf\,l.y LV, Pv K '''', t-o--,
.3'17/3,;,,~ '1,:J-'
Balance ACe. ;~t-,
Date Opunad
3,~,:1S'
b-/L/ 0'1/3 CJ wi
B, SAVINCS ACCOUNTS:
Account Ne,
Title DC Account
Date Opened
Ualoncu
c. CEII'rlnCATES OF DEPOSIT
Number OwneL"S Date l'ace Value
Earned Interest
J!oo),.~/
J./J.3 ;1.,.39
PNC BANK, N,A.
Dote: :J-/s.t7t.1
Ou 1("" ()
lly; C:-~-r..r.r,(._ -rer..\..o!.,,-,-,
_.VltII"t!''''
,,~j~~\
....dfu.
COMMONW'AUH c.f 'fN..n'I'"NIM
INHUIlIANCf 1M Ml1...IIN
.~n!~!,.,' ttC~o.fNI
IITAte o.
SCHEDULE H
r.UNCRAL EXPENSES,
I~DMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploa.o P,lnl 0' Typo
NO, 1994-00902
PA NO 2194-0902
=
Purinton, Mar Catherine Work, a/kIn Mary W, Purinton
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
A, Funo,al Expon.o..
Egger Funeral Home
Smith & Ogle Funeral Home, lnc,
915,00
894,75
1.809,75
B, AcImlnl.t,allvo Co,lI, - waived
1. Porsanal Rop,osontallvo Com million.
Social Socu,lly Numb.. of Porsanal Rop,osonlallvo,
Yoa, Cammlllians paid
2, Alla,ney FoOl - Hamilton C. Davis 5.740,00
3. Fomily Exompllan
Clalmanl NJ A Rolallanship
Add,oll of Clalmanl 01 docodonl'. doath
51'001 Addroll
4.
C,
1.
2.
3.
4.
S.
6.
7.
8.
Clly
Slolo
Zip Cado
P,abalo Foos (Hamil ton C, Davis. Esq, - reimb,)
211. 00
MI.collanoou. Expon....
Short Certificates
Volley Times-Star, legal advertising
30,00
41. 60
Cumberland Low Journal, legal advertising
40,00
Reserve for closing costs and contingencies
500,00
611. 60
TOTAL (Also onlor an IIno 9, Rocapllulallon)
(If more spaeo I, noodod, In"l1 additional .hoo" of .amo ,1,0,)
5
8.372,35
-".'... .
""""',,''''' '*
COfrIlMOH'llrIAIlH n, 'INN'lIw4tI14
IHHII,IM.UIAlUIUIH
'''10IHI0IClOI"1
1 SCHEDULE I
DEBTS OF DECEDENT,
_ MORTGAGE LIABILITIES AND LIENS
Ploa.. P,ln!., IYf'"
fiLl NUMBER NO. 1994-00902
PA NO 2194-0902
ESTATE Of
Purinton, Mnry Catherine Work, a/k/a Mar W, Purinton
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
2,
3,
4,
Orrstown Bank, checkbook chorge
PNC Bonk, N,A" soCe deposit box inycntory Cee
Prcsbyterinn Homes, lnc,. Unol nursinG Core costs
Belvedere Medicnl Corp., miscellaneous medicol expenses
5,97
35,00
644,26
18,77
TOTAL (AI.o ,nl" on lin. 10, RtCopllulo.lonl
III more .paco i. nflflded, ins.rt odditional ,h.Is 01 10m. Sil..J
$
704,00
IIV IIIJ lit 11"1
~~@i
(o...",rmwl "1111 01 ,hnHUII",.I"
IHHIIUAHCI IAI IflUIH
...!~~IP!H! DIU.~IHI
1
SCHEDULE J
BENEFICIARIES
ESTATE Of
Purinton, Nary Catherine Work, n/k/n Nary W, Purinton
fill NUMBER NO, 1994-00902
I'A NO 2194-0902
ITlM
NUMBER
NAME AND ADDRESS Of BENEfiCIARY
RELATIONSHIP
AMOUNT OR
SHARI Of ISTATE
A. To.abl. &eqU""l
I.
Anne Modder Smith
552 S, Old Middletown Road
Media, PA 19063
Lucy Modder Strong
7729 N, 4th Avenue
Phoenix, AZ 85021
Louise Purinton Smith
5747 Clark State Road
Gahanna, OH 43230
Jane Purinton Wilahusen
4601 Oxford Road
Harrisburg, PA 17109
dnughter
1/4 residua
2,
daughter
1/4 residue
3,
step-daughter
1/4 residue
4,
step-daughter
1/4 residue
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE Of ESTATE
B. Charitable and Gavernm.nlal Bequllh:
1.
TOTAL CHARITABLE ANO GOVERNMENTAL BEQUESTS (Allo enle, on line IJ. Recapllulatlan) S
.----------.--- -
(If mar. Ipac. II n..d.d, In..rt additional .heel. of lam. .lIe)
u....uoo u. 11.lUI
~
j,"- <:.1,'/;).. -- /1
I~O. DATlS Of OIATH Ani. 12/31/91 CHICK Hln
INHERITANCE TAX RETURN ~o~::fyUl:tolY IS CLAIMIO n
RESIDENT DECEDENT f1LiNUMi.. NO 1994 001)02
(TO BE FILED IN DUPLICATE ' . -
WITH REGISTER OF WILLS) C~~N~~c5Jt'-0902 YEAR !iUMBER
o 10-;'-' OM'l ADOil" - ---
l'ur lnton 15 Greun Ridge l.nne
Ne"",illc, l'^ 17241
COIIIlI Cumberlnnd
AMOUNI '.UIVIO IUIIN'IRUCIION'1
9...l~'~_
~
rOMMONWfAllH o. 'fN"~YlVANIA
PIP'...JtIMINI o. .(YINUI
Dm,1I.601
H.....\UU.O.,... 111210601
o Il N ' HAM IlA . I . AND Ml Dll INI IAll
l'urinton, Nnry Cntl\l;rinu Work, n/k/a Nnry W,
K)(IAl UCUlltf HUMllIt OAII O. Df""H DAll O. IIIIH
.
...
....
w:!t:
~lEu
"'''9
""'...
!i
lS
flI
III
.,
206-32-2587
10/08/94
OS/29/01
N/^
N/A
... At,uC...11 'UI.,IVIHG ~u., H......IU". 'II" "HO ~11H11I"1I
o 3. R.mainder R.turn
llor dol.. of d.ath prior 1012.13.821
o 5. Fed.,ol E,lal. To. R.lurn R.qulr.d
N/A
lE 2. Sl.Ippl.m.nlal R.Mn
o I. O"g'nal ....'n
D ... lImll.d E,'al. D "a. fulure Inter.tl Comp,oml..
(fa, dalll of d.alh oh., 12.12.821
o 6. D.c.dul Di.d T"tol' 0 7. D.ced.nl Mainloin.d a U.,lng T,ull
(Allach capy 0' Will) IAlloch copy of Trulll
ALL CO..ESPONDENCE AND CONFIDENTIAL TAX INFO.MATlON SHOULD BE DI.ECTED TO,
HAMI COMrUlI MAIliNG ADDII"
Hamilton C, Davis, Es , P,O, BOK 375
1U1'"ONI NUMU_ Shlppensburg. PA
717 532-5713
1. Real E,'al. IS,h.d.l. A)
2. Sla,k. and Band. (S,h.d.l. BI
3. Cla..ly H,ld SladdPannonhlp In'.'." (S,h,d.r. q
... Mortgag'J and Not.. R.celvabl. ISc:h.dul. OJ
5. Cosh, Bank O.potlh & Mlte.llan.out P,nonol Proplll)'
IS,h.d.r. EI
6. Joinlly Own.d P'ap'~y (S,h.d.l. II
7. T,an",,, (S,h.d.l. GIIS,h.d.l. LI
8. Tolal G'OIl "U'" (10101 L1n.. 1.71
9. funeral ElICp.n"., Admlnlslrotlv. COlh, Mllc.llan,oul
bp.n... (Sch.dul. H)
10. D.bll, Mortgag. 1I0bilill.., lI.ns (Schedul. I)
11. Talal D.d.clan. (10101 Un.. 9 & 101
12. N.t Value of Ellol.ILln. 8 mlnulUnt 11)
13. Charitabl. and Go.,.rnm.nlol a.qullts (Sch.dul. JI
14. N., Valu. Sub.et 10 TaJl. (lln. 12 mlnu, lIn. 13)
15. Spousal rron,f.n liar dolll 0' d.alh oh., 6.30.9.4)
5.. Ins'ruclions 'or Applicabl. Per"nl09' on R.ver" liS)
Sid.. (Includ. valu.. f,om Sth.dul. K or Sch.dul. M.)
16, Amaunl 01 L1n. 14 la.abl. a16'lb '010 1\61 19,733,65
(Includ. '0'011.1" from Sch.dul. K or Schedul. M.)
17. Amount of lIn. I.. la.abl. al 15% '01. 1171
(Includ. vol".. from Sch.dul. K or Sch.dl.ll. M.I
18. Principal 10. due (Add 10Jl f,om lIn.. 15, 16 and 17.)
19. Cr.dill Spousal Po""rl)' C,.dil Prior Poym.nU Di"ounl
IIllS
...,
"'z
82
..
.,
5
!
..
z
!
~
..
.,
u
..
..
...
+
_ 8. Tolal Numb.r of Soft D.posit 80...
17257-0375
III None
12 I None
(3) None
141 None
15 ) 19,733,65
16) None
17) None
I 9 I 19,733.65
(91 None
(10) None
(III
1121
1131
1141
None
19,733,65
19.733,65
X._II
x .06.
1,184.02
M .15 .
(IBI
1,184,02
Inl.r"l
+
(19)
1201
20, Illin. 19 i, grimIer Ihon line 18. enle' the difference on Lint! 20 n.i, h tho OVERPAYMENT.
aD
Ch.ck here If you are requtlllrtO a refund of your ov"paymenl.
21. lllin. 18 It gr.ater than Lin. 19, .nler Ihe diU.rence on Lin. 21. Thi. It Ih. TAX DUE. (21) 1 . 184.02
A. Enl.r Ih. inler..1 on Ih. balance due on Lin. 21A. 121A) 57.32
8, Enl., ,h,'alal of Lln. 2\ and 21A an lln. 21B, Thi. i"h. BALANCE DUE. (2IB) .1,24), 3!<. ____,
Make Ch.d, Payabl. 10: R.ghl., of Willi, Ag.nl n_____________h _
>- >- BE SURE TO ANSWER ALL QUESTIONS ON ii'EVE.SE SIO-E ANDrO .ECHECK MAT-H--~' ~
~~d., p.nelli.. of pe,ju,y. I declar. lholl ha.,. ..omln.d thi. rei urn. including occompen~ing ICh.dul., and .'lol.m.nll, and 10 th. bell 01 my Imowl.dg. and b.li.f,
II.. tru., correct and compl'I', I d.dore Ihal 011 real .Ual. ha. blln repoll.d 01 ,rlol' ma,hl '1011.1,. D.c1o,allon 01 pr.pare, olh.r Ihan th. p.nonal repre"nloliv. II
ba..d on ollln'ormolion of which prepare' ha. any howl.dg..
'IGNAIUII' Of PfUON USPOH511l1 fOI flUNG .nUIN ADDIf" DAn
01 OKford Rd" Harrisbur ,P^ 17109 '/1'1/7"
IPlUIN'AIIYI AODll(U DAft
P,O, BOK 375, Shippennburg, PA 17257-0375 //171 9~
."
Act '48 of 1994 provide. for Ihe ,eduction of Ihe lax role. Impa.ed on Ihe nel value of I,an.feralo or for
Ihe u.e of the .pou.e, The rote. o. pre.erlbed by Ihe .totute will bel
e 3% (,03) will be applleable far e.lale. of decedent. dying an or after 7/1/94 and before 1/1/96
e 2% (,02) will be applicable for e.lale. of decedent. dying an or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for e.late. of deeedent. dying on or after 1/1/97 and before 1/1/98
e Spou.al trander. aeeurrlng on or after 1/1/98 will be exempt from Inhe,ltanee tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK I...) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old deeedent make a Iransfer and:
a. retain the use or income of the property transferred, ....................................................... X
b. retoln the rlghlto designate who shall ullthe property transferred or Its Income, ..............,
c. retain a reversionary folerest; or ...................................................................................
d. recelye the promise for life of either poyments, benefits or corei .........,.............................
2, If deoth occurred on or before December 12, 1982, did decedent within two years preceding
doath Iransfer property without receiving adequote conslderotloni If deoth occurred aher
December 12, 1982, did decedent transfer property within one year of deoth without receiying
adequate consideration' to. Ot,. ..... ...... .,.. ........ 00' ......... t. to, .....0 t. ....... ..... ............ ........... .t. ......
x
x
x
3, Old decedent awn an 'in trust for' bank account at his or her deathi....,.........,.......................
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.
."-
',lei
~ .
.V,'_lIt ''''11
COMMONWEALTH OF PENNSYLVANIA
~ INHERITANCE TAlC RETURN
RESIOENT DECEDENT
SCHEDULE "E"
CASH AND MISCELLANEOUS
PERSONAL PROPERTY
ESTATE OF
Nary Catherine Work Purinton, a/k/n Nary W, l'urillton
AI fo.n IIlnl! oCIwnlld with Ih. Ai hi of IUfwlwaflhl my" b. ~1..la"" an I'h"'ul. "'''1
FILE NUMBER NO, 1994-00902
l'A NO 2194-0902
ITEM
NUMBER
DESCRIPTION
VALUE AT
DAT~ OF DEATH
1,
Net distributable intereat in estate of brother. John Work,
who died 0 resident of California prior to the death of the
decedent, Distribution roceived 1/15/96
(oee Schedule E. Item 5, of original return)
19.733,65
TOTAL (Also emer on line 5, Recapltulitlonl
$
19,733.65
Iff moll apec. I, "...~ ......., ICkIIUenal IbM... Df lime "'.1
t/
REV-1547 EX AFP 02-94*
C~ALIH OF PENNSYLVANIA
tl[PARTMENT OF MVtNlE
,. JUR[AU Of' INDIVIDUAL TAXEI
tJ(PT. naiD 1
HAAAISlUAO, PA 17111.0'01
/ 'I,. " 'I,~) - / /
('),(11- ,
.l/
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
DAT! 06-06-95
FILE NO.
DAT! OF DEATH 10-08-94 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PDRTION OF TNIS FOR" WITH VDUR TAX
PAYHENT TO TNE REGISTER OF WILLS, HAXE CHECX PAVABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
HAMILTON C DAVIS ESQ
PO BOX 375
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
A.......t R..l ttod
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iik"'y:is4-j-Ex-iiiiji-nZ-:94TililYicnWiiiilEifiTANci-YAin-PPRAiSEHEil,.-;-iii.rciwAifci-ilii-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY W FILE NO. 21 94-0902 ACN 101
TAX RETURN WASI I ACCEPTED AS FILED I Xl CHANGED SEE
ESTATE OF
PURINTON
DATE
ATTACHED
06-06-95
NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, R..l E.t.t. ISchodul. Al III
2. stock. end Bond. (Schedul. 8) (2)
3. Clo..l~ H81d stock/Partnarship Int.r..t (Schedul. C) (3)
4. Hortgag../Not.. Receivable (Schedul. DJ (4)
S. C8ah/B.nk D~.lt.l"l.c. Parsonal Property (Schedul. E) (5)
6. JointlY Owned Property (Schedule F) (6)
7. Tranafara (Schedul. QJ (7)
a. Total A...t.
.00
.00
.00
.00
124.757.50
.00
.00
IBI
124.757,50
APPROVED DEDUCTIONS AND EXEMPTIONS:
8.372,35
9. funeral Expen.../Ad.. Coate/HI.c. Expen... (Schedule H) (,)
10. DlObb/Hortg.g. LlablllU../Ll.... ISchodul. II 1l0I 704. DO
11, Total DoducUon. Illl
12. N.t Value of Tax R.turn (12)
13. Charitabla/Govarnnent.l Baqu..t. (Schedule J) (13)
14. Nat Value of E.t.t. Subjeot to Tax (14)
NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect ~igures that include the total o~ abh returns assesssd to date.
ASSESSMENT OF TAX:
15. ~unt of Line 14 at Spau..t rat. C1S)
16. ~t of Lina 14 taxable at Lina.l/Cl... A rat. (16)
17. ~t of Lina 14 taxable at Collat.ral/CI... Brat. (17)
18. Principal Tax Due
9.076 ~~
115.681.15
.00
115.681.15
,00 X ,03.
115.681.15 X ,06.
.00 X ,15.
1181
.00
6.940.87
.00
6.940.87
TAX CREDITS:
PAVHENT
DATE
03-27-95
RECEIPT
MUNBER
AA022966
DISCDIJNT 101
IlffEREST I-I
.00
AHOUNT PAID
6.940.87
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
6,940.87
.00
,DO
.00
/'
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, VOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FDR INSTRUCTIONS,I
....... -\
,
RfIOtVATJDHr E...t.. of decedwlh dying on or b111o,. o.c....,. 12, .911 -. If ."y lutur' Inh,.... In the ,It,t, I. 'rln.f.rnd
In po.....lon or enJor-ent to CI,.. . (coll",r,l) beneflol.rle. of the dec~t .'t,r the expiration of ."y ..t.t, for
11'. or for """" the C~.lth hereby I.,r...ly ,....rve. the right to ~r.J.. ~ ...... t,.In,'.r rnherlt~. Tax..
It the I_Jut Ct... . (coll,tI,.)) nt. on MY 'UCh future Int,r..t.
PIJIlPOSl;IlF
NOnCE. To fulfill the requlr-.nt. 0' SMUon 2140 of the InherltMCI .... ht,t, Tn Aot, Aot 2Z of .991. 72 P.S.
lectlon 2140.
PAVttEHTI DtitltCh the top po,.Uon of thl, Notlc. Mid aue.lt with your p,pent to the Rest""" of 'Ill" print_ on the r.vlr.. side.
....... check Dr' 110M)' or-chi,. p.yetI., tal REOISTER OF MILLS, AOEHT
All plr-nh reeelved ""11 Urat tM ..."l1ed to ..,y Inter..t which -.y M diM "Ith "'1 r_I....,. 8ppUM to the tax.
REfUND (CAJa , r.hnf of , to credit, which .... not r~.t... on the Tax Rltum, ..y 1M ,.....t_ by eMIlI, Una ." otApp1JClltJon
for R.fund of Penn'Wlven.e l~rltMC' end E.t.t. T..~ (REV-1515). Application. .r. ,v.llabl' .t the Dfflc.
of the Aegl.t.r of Will., any of the 25 R.v~ Dl.trlct Dfflc.., or by c'lllng the .peel.l Z~-hour
an.warlng ..rvlc. nu.blr. for fori. orderlngl In Penn'YI~I. l-aOO-562-205o, out.lde Penn.ylvanl. end
within IOCII Harr"burg Ir.. (717) 181-8094, TOO' (117) nz-un CHNrlng h..lred Dn!v).
OUCTlONSI Any p.rty In Int.r... not nthfled ..lth the IIPPr........t, .11OWMC. or dlnllowMC' of deduotlon., or ........"t
of ta OnolucUng d"cowtt or Int.r..U I. shown on thh Notlc. MI.t obJlOt ..Ithln sixty (60) den 0' receipt 0'
th.. Notice bYI
ADttIN
ISmTlYE
CORRECTlONSI feotwl .rran dhcov.red on thh ..........t should.,. addr".ed In wrUlng tal PA DIp.rt....t of Aev...,
lur..u of IndIvIdual T..... ATTNI Po.t A......."t R.vl... unit, Dlpt. Z10601, Hlrrlabura, PA 11121-0611
Phone (111) 711-6505. S.. P-eI 3 of the bookl.t Mln.tructlon. for Inheritance Ta Astum for. A..ldlnt
DecldentM (REV-ISol) for an a.planatlon of ~Jnl.tr.tlv.lY corrlGtlbl. error..
....rltten prot..t to the PA Dep.rt....t of Aav..., Board of Appeals, Dept. 2a1021, Harrisburg, PA 17121.1021,
-..lMtlon to have the ..ttsr det.ralned .t BUdlt of the IM:CDlA'1t of thl parlOMI r...r......t.tlv., OR
.......1 to the Orphans' COI.lrt.
OR
J
I
DISCOUNT.
If any ta due II p.ld ..lthln thr.. (5) c.lllndlr IIDf'Iths Ifter the dleedent.. delth, . flvI~rc....t (n) dlscOU"lt 0'
the tex p.ld I. IUowed. ,'..J ~)
-, r \ .
Int.rl.t .. chargact bealmlna with flr.t dlY of dellnquMGy, or nlnll (,) eonths and one (1) ,.y frOlll the d.tl ~f :u
dHth, to the at. of P'YMr1t. T.... Wllch ~ delinquent b.for. JMUlry I, 1912 bMr Int.r.st .t"' h,. nt. dI'l
.Ix (6X) "rclf'lt per .",.. c.lculltlld It . dlilh rlt. of .000164. AU ta.. Wllch blClH dellnqusn" on end .it'.n
J~ry 1, 1912 will be.r Int.r..t It . rlt. which ..Ill Vlry fru. c.l~r YNr to c'lendar y..r ..I~ that rat. ~
~1Id by the PA DIp.rt-.nt of R.venue. The appllcabl. Int.r..t r.t.. for 1912 thr~ 1995 'r.r~
I
!!!! Int.n.t A.t. OI11y Inter..t Factor ~ Int.r." A.t. Ollh Int.r..t FltCltor "'-l
I
INTERfSTI
1'12 ZDX .OOOSU 1917 'X .000247
1913 lU .0DQUI 1918-1991 IIX .0aoSOJ., _ ' .
1'14 IIX .000301 199. 'X .00(247, '. '"
1915 UX .oOD3S6 1993"1994 n .0001'2- -',
1'16 lOX .000214 1995 'X .aaazu
....(n..r..t I. calcul.ted .. followsl
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYB DELINqUENT X DAILY INTEREST FACTOR
..Any Hotlc. tl8Uld .ft.r the taM becu... dlll~t ..III r.fl~t an Int.r.st calcul.tlon to fIfteen (15) day.
beyond the det. of the .........t. If P'YNnt h ... aft.r the Intar.lt co.put.Uon dat. shown on ttM
Notlc., IMIdJ tJonel Int.r..t "".t .,. CIIlculatlld.
'.
-J
.
- ...__._.....~---_. -,-
-
-.-
-~:_,
, .
\.
...
. tlV:I.to.....t1
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWE...lTH 0' P1NN~YlY"'NI'"
DEP"'RTMENT 0' UYENUE
IUUAU O' INDIVIDU...L T...XII
, DIPT.210601
H...RRIUURO, .... 17121,0601
DECEDENT'S NAME
Hary Catherine Purinton
2194-0902
101
SCHIDULI
ITlM
NO,
IXPLANATION OF CHANG IS
!
5
The value of thil item hoe been aUlpended from the Ippralle.ent of the
return until the final value carl bedoter.tried. Tho Departlllent must be
notified of the amount in order that 8 aupplolllental uppral8eClent of thil
lte.dcan be i..ued.
, ',- ~ ',- - ", - ,.... -- ..- ~ -, "-.--" - -'-.'- - -', ~.... ..-~. ~ . , .,." -"--'-.~"" "-~".'~ . .._._-~ ---- - -~.
_..-~~----~~_.._._q'~.... ~--_.,
.C'~"" ~.,......-._ e _~._. ..~_. y.- -"., _...........-..~.-
-. -_..,..~~_...,.... ~.- ~"'_."..~--~,~-_...,._._-~.- .._..~. - -- +
. .. ,.__ ...." .'<' _' . _ .. ",,". ,~.,_. ......__ _.._.__~._"'_.~.._..__.. ~.. _._._" ~'_"_T~'_"_.~"'_"_"._":-' ...0, ^,,_ ...._..,."... ' - ~~" ~.'-' ._.~-,..,.-~~-~""'~-'._"'---
._~ ~..----_.+_.~... .-.
,~+_~..__,.~ +.~"~__~ +~____,~......~__..;'~.~"'~'",~_,_ ~.,. ~,~.~'"' .....~.,~.,.. 'N"'_"'_.--'_'__'~C-__ ~___.:...~~___ ~....~...~........_-~~...-'-'...,..~-.,_.~--,~..._---- ~ +'"
__. ",_,~._", _' ....... ,., <-__,_.u. ,. __ .__~,'.~__ ~...__ ~_,"'_,_ ,_
'~____'~~__"_ __..__~_.~._..__"._._ ___.~~__ ~____,_____. _....__.... '_'." _.,,___~_ '_'_" __ _"'_.~ _ .. ...v',
TAX EXAMINER,
Dnnlelle Tallann
PAGE
-. .... ..~ -.... ..... --'.
~~--------"-------------------------_._----------------
"i"'1
RS4 tJ 7<13 ~ /. '1
0.... 'AAO.22966' COMMONWEALTH OF PENNSYLVANIA
NO. . DIPAIlTMINT OP RIVINUI
OPPlCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
..V.II61I11I......'
.
RECEIVED FROM,
&
ACN
ASSESSMENT f!'
CONTROL ...
NUMBER
AMOUNT
DAVIS HAMILTON C
7:5 E. KINB STREET
P.O, BOX 37e
SHIPPENSSURB PA 172e7
Ivl
.e" 'f'tU. tf I
- lOtD HUf
lOlOHUf
ESTATE INFORMATION,
m FILE NUMBER
~ 21-1994-0902 SSN 206-32-eeS7
m NAME OF DECEDENT (LAST) lFIRSTI (MI)
~ PURINTON MARY CATHERINE WORK
II DATE OF PAYMENT
III POSTMARK DATE
COUNTY
CUMBERLAND
OATE OF DEATH
REMARKS
JANE P. WILSHUSON
m TOTAL AMOUNT PAID
.6,940.97
PB
SEAL
REGISTER OF WILLS
RECEIVED BY )) '" '" ~ N :/".' ' .. ,
. 10 AT~~f C\ .
MARY c. LEWISb... I/), '--r:1:\
REBISTER OF WILLS
",r.- - ---- - ---- ,-,--- ----- - -- --_ _ __ _ _ __ _ ________ __ __ _.,..,_
..-..~..... . - , , 'l '
. '~l' ..'" '
. ' ,," .' .
,
.
. "
..,.
"
,
,
..
f
...
.
, . .
:
..
. ..-.-.'"
-;,-::~
__AJI
v-...,--
c.. - "'.
1:-'
1 ~
. . . ~
.,--.-.
-- ..-..- - ~._. ........
~---- ----..:.."-.:..-.---...-- - ------- ----- .- - ------ - ---- -- - ----
'D"':':~0!,:A..':~:rO.'.8.2518. COMMONWEALTH OFPENNSYLVANIA
., ,\ ..., " """ . '. ' . DIPARTMINT 0' RIVINUI .
~r~;~ii i~~, .. .... '<OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
ACN
~ ASSESSMENT fl'I
RECEIVED FROM, II CONTROL 1:,1
NUMBER
.
AMOUNT
DAVIS HAMILTON C
POBOX 8715
lu1
_I ,~'tl .;:I't
SHIPPENSBURG, PA 172:57
''''0 HilI
\
: ;
,
:1
ESTATE INfORMATION,
~ fiLE NUMBER
~ 21-1994-0902 SSN 206-82-2:587
~ NAME Of DECEDENT ILASTI (fiRST' IMII
~ PURINTON MARY CATHERINE WORK
II DATE Of PAYMENT
m POSTMARK DA E
COUNTY
REGISTER OF WILLS
I
m TOTAL AMOUNT PAID $1 .24 1 .34 /
PB !
() ,/ /1 ,_,,' !
RECEIVED BV '1-/ .I L: ' . ':- ,,-,, V -,/1
~~~rS~ERL6~laILL~';J'-' ,J,:;..
CUMBERLAND
DATE Of DEATH
REMARKS
SEAL
JANE P WILSHUSEN
C/O HAMILTON C DAVIS ESQ
CHECK" 121
------- - ------ - -- ......--:------ - - ------ - ---------_._-......----
",'
.~
,
I
",
.
,
,
. .
,
,
..--..
-~
. .
y
... ~..-
--....._----...........~.1 __ "'"
i .-
:.:_.~
/
II/- J'IJ-//
(Ii
R!V-1547 !X AFP (12-95*
C~Al'H DF PENNSVlVANIA
DtPlJIlHENf Of A[Y[HU(
IUA[AU Of INDIVIDUAL lUll
DfPl. ,.0601
HARRISIURG, PA 11Il.-0'01
"
NOTICE OF INHERITANCE TAM
APPRAISENENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAM
ACN 101
DATE 03-25-96
S FILE NO.
DAT! OF DEATH 10-08-94 COUNTY CUM8ERLANO
HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX
PAVNENT TO THE REOISTER OF WILLS. HAKE CHECK PAVABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
HAMILTON C DAVIS ESQ
PO BOX 375
SHIPPENSBURG PA 17257
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
Allount R..ltt.d
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiifli:iii4Tix-AFii-n'F9sT"Niffici--cWiiiiiEiiii'ANci-TAx-jipjiiiiiisEHENT-,--iir.rOWANci-cfR'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PURINTON MARY W FILE NO. 21 94-0902 ACN 101 DATE 03-25-96
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI SUPPLEMENTAL RETURN
1. Rool Eatoto ISchodulo Al III
2, Stock. ond Bond. ISchodulo 01 121
5. Clo..ly Held stock/Partner.hip Int.r..t ISchedule CJ (3)
4. ~rtgage./Not.. Receivabl. (Schedule DJ 14'
S. Caah/Bank Depodb/Hlao. paraonal p,.opa,.ty ISchedule EJ (5)
,. ~olntly Owned Property (Schedula FJ (6)
7. Tranafar. (Schedul. QJ 171
8. Total A...t.
I CHANGEO
NO. 01
.00
.00
.00
.00
19.733.65
.00
.00
IBI
19.733.65
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.ral Expan.../Ad.. Coata/Hi.c. Expan... (Sch.dul. H)
10. D.bte/Hortg.ge Llabl11tl../Llen. (Schedul. I)
11. Tot.l Deduction.
12. Net V.lue of Tex Return
13. Ch.rltable/Govern.-nt.l a.que.t. eSchedule 41
14. Net V.lue of Eat.t. Subject to r.x
191
1101
,DO
.00
CUI
1121
USI
U41
nn
19.733.65
.00
135.414.80
I~ an a.....mant was 1s.uad prav1ous1y, 11n..
r.~l.ct ~1gura. that 1nc1uda tho total o~ ~
ASSESSMENT OF TAXI
IS. AMount of Line 14 .t Spou..l
16. AMOunt of Line 14 t.xable .t
17. A.aunt of Line 14 t.xabl. .t
18. Prlnclp.l T.x Du.
NOTEI
14. 15 and,or 16, 17 and 18 will
returns a..a...d to data.
r.t.
Lln..I/CI... A rate
Coll.t.ral/Cl... a r.t.
lIS)
1161
1171
.00 X .03.
135,414.80 X .06.
.00 X .15.
1181
.00
8.124.89
.00
8.124.89
TAX CREDITS:
PAVNENT
DATE
03-27-95
01-18-96
RECEIPT
HUHBER
AA022966
AA082518
DISCOUNT 1+)
INTEREST I - I
.00
56,74-
ANGUNT PAID
6.940,87
1.241.34
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
8.125.47
.58CR
.00
.58CR
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN 'I. NO PAVNENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS,I
, I
RESERVATION, E",t.. 0' dec~t. dying on a~ before Dec.~r 12, 19.2 .. If MV future lnter..t In the ..,.te 1. trenl'.rred
In pa.....lon or enJov-.nt to el... . Ceo11_',rel) b~flal'rl.. of thl decldent .ft.r thl I.plr.tlon of any ...st. for
l1f. or 'or y..r., thl Co~.lth her~y ..pr.,.ly r...rv.. thl right to IPpr.I,. ~ ...... trenl'.r Inherltancl Tlx..
It the l.wful el... I (call.tur.l) r.t. on any luch future Int.r..t.
PURPOSE Of'
NOTICE I To fulfUI ttM nqulr....,t. of SICtlon Zl~O of the Inh.tUane:. end Elt,t, ,.. Act, Act 22 of 1991. 7Z P.S.
5MUon 21"a.
PA~TI aetech the top portion of thl, Nollel and .~It with your pIYlent to thl Rlgll'.r of Will, printed on the rav.r.. .101.
....H... check or ItOMV orOlI'" PIY..I tOI REGISTER OF MILLS, AGENT
AU PIY'Nnh nOltved aMll fitlt be appl1iad to ."y Int.r..t which ..y be dul wlth eny r...lnder applled to the 'I..
REFUND (CAli A r.fund of . tn cr.dit, which .... not r,~,"d on thsl r.x A.turn, ..y b. r~.t.d by cOIlpI.tlng IIf1 otAppllcatlon
far R.fund of P.nn.ylvlIf1la t~rlt~. ~ E.tat. T.x" IAEY-1515). Application. ara .vallabl. at thsl offlc.
of thsl Rqlatar of WUls, IIf1Y of thsl Z3 R.v....... Dlatrlct OffiCII, or by calling thsl .peclal Z4-hour
.n.werlno I.rvlc. ~ra far far.. ord.rlngt In Pennlvlvllf111 l-aOO-362-Z0S0, outsld. Pannsylvllf1la and
..Ithln local Harrl.burg araa (717) 717-aO'~, TDDI 1717. 772-2252 (H.arlng 1~.lrld Only).
OBJECTIONS I Any party In lntlrlst not satl.flld ..Ith tha appral...IMt, allawanc. or dl'allaw~, of deduction., or .......-nt
0' tax I Including dl.count or Int.r..t) .. .hown on thl. Notlc. IU.t object ..I thin .Ixtv (60) day. of recllpt of
thla Notlc. byt
....rltten prot..t to th. PA Departaant of R.v-nul, Board of App.al.. Dept. Za1D21, Harrl.burg, PA 17121.1021, DR
.-al.ctlon to hlvl tha a.tt.r d.t.ralned at audit of tha account of thsl p.r.onal r.pr..ant.tlv., DR
nllPP..l to the Orphan.' Court.
ADKIN
1STAATlVE
COARECTlONSI
INTEMITI
FlOtu.l .rror. dl.cov.rld on thl. a.....llnt .hould b. .ddr....d In ..rltlng tal PA Dtplrtaant of R.Venul,
Bur..u of Indlvldu.1 Tlx,', ATTNt po.t A......IMt R.vl... Unit, Dlpt. Z10601, H.rrl.bUrg, PA 171ZI-0601
Phone (717. 717-6505, S.. page 5 of the bookl.t otln.tructlon. far Inherltancl rIM R.turn for a R..ldant
Dec~tot CREY.ISOIJ for.., Ixplanatlon of adalnl.tratlv.lY corraotabl. .rror..
If MY t.M due Ia plld ..lthln thrll (SJ cal.ndar aonth. aft.r the d.cadent'. duth, a flvl p.rcent (5:U dlacount 0'
the tax paid I. allow.d,
Int.r..t I. charged beginning with 'Ir.t day a' d.llnqu.ncy, or nine C') .unth. and one (1) day fro. the dati of
death, to the data of paYHf1t. Tax.. which bee... dallnquent befor. JlnUllry I, 1'12 b..r Intar..t at the rat. of
.1x 16~) parcent p.r ~ c.lculat.d at . dally rat. of .00016~. All tIX.' which bee... d.llnquent on and a'tar
J~.ry I, 1'12 ..111 b..r Int.r..t at a r.t. which will vary 'ro. calandar y..r to calandar yaar with that rltl
~.d by the PA Dapartaant of R.venu.. Th. appllcabl' Int.r..t r.t.. for 1912 through 1996 ar'l
DlSCQUHT t
'!!!! Intara.t R.t. Dally Int.r..t Factor V.ar Intlr..t R.ta DaUy Intlra.t Fector
1912 ZOX .Oa05~1 1'17 'X .000247
1983 16:C .000~51 1'11-1991 1);( .000501
19" llX .000501 1992 'X .000U7
1915 I1X .000556 1991-1"4 7~ .ODOI9Z
"" lOX .OOOZ7~ 1''JS-I996 'X .00OU7
....Intar..t Is calculat.d .. follQtll.1
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
....Any Not Ie. I..ued Ift.r the tax baeo... d.llnquent will reflact en Intera.t c.lcul.tlon to ,I,t.an (15) day.
beyond the data of the ......aant. If payeant I. .ad. .'ter the Int.r..t co.,utatlon data .hown on thl
Hotlca, addltlon.l Int.r..t .u.t b. c.lculated.
I
C/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Marv Catherine Work Purinton, a/k/a Marv W.
Purinton
Date of Death: 10/08/94
Estate No. 1994-00902
2194-0902
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:
Admin. No.
1. State whether administration of the estate is
complete: Yes-X-- No____
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: N/A
3. If the answer to No. 1 is Yes, state the following:
n. Did the personal representative file a final
account with the Court? Yes____ No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: N/A
c. Did the personal representative
account informally to the parties in interest? Yes-X-
state an
No_
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' court and may be at. ached to this report.
Date:
r()Cl1.Beh /. /99 {,.
.
~
Davis, Esquire
E. King st.
17257-0375
""
"
-,
..
,-
lr._
r,~
C~ _
x
Personal Representative
Counsel for Personal
Representative
rv,
I
I-
1-1
capacity:
f!lL-
er: -
:~~
.:.l~
UU
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