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Itl';'I'ITION FOR ItROBATE and GRANT OF LETTERS
liJlult <1 _-SDbCl_~t No, .;21-9lJ - 9i'..3
ul'!lI bill"'" 11.1 ____ To:
_. ......___. Register of Wills for the
_. _. ..__, IJ"''l'usrd, County of t:.L",,b,,-J,n "- In the
SlIdul Se'e'"rl/," Nil, "J..10.";J.l..- f?SL Commonwealth of Pennsylvania
Thc Ilctltlun uf lhc undcnlgncd respcctfully reprcsents that:
Vuur I,ctltluncr(.), whul'/lIre 18 YCllrs of age or oldef an the execllt Ill!' '
In the III.t wllluf thc IIbuvc dcccdent, dated "f l.Ill/ .IS--
IInd codlcll(s) dlltcd __LlIl1:J-P , f
named
,19-#
('lair rrlnnlll drCIlItUllllU:n, r.g. renunciation. dralh or e~ecUlor, etc.)
MA., e
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I>ecendelll WII' dllllllcllcd lit demh III ~
I~__ III'~ flJIJlllY or IWnclplIl rcsldcllce at
~I:ropJU1I,-Cc.-I.::xJ..)1
ell\1 IUrel, numher and muncipalil)')
Coullty, Pennsylvania, with
c-.t I.J,,-
I>ccendellt, then _1--~~yellr. of age, died It/Ol/ I" ,19 FV
lit )J.a..rohoH:~-C::~' .
I!xceptll' follows, dccedcnt did not ntarry, WII. not divorced and did not have a child born or adopted
nfter execution of the wlllorrercd for probate; wa. not the victim of a killing and was never adjudicated
Incompeteut:
I>ecelldcntllt delllh owncd property with estimated values as follows:
(If domlcllcd In I'll,) All personal property
(If 11111 domiciled In I'a,) I'ersonal property in Pennsylvllnla
. (If lint domiciled In I'll,) Personal property In County
Vllluc of rC1I1 e.tlltc III Pcnn.ylvllnla
.lllIIllcII "' follnw.: -?7rt ,"foP_
$
$
$
$
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WIIIJRI!FORIJ, petltloner(s) respectfully request(s) the probate of the last will and codlcil(s)
prc.enled hcrewlth and the grant of letters 7 p.~ 1<:. /"'0"1 J". 7Prj
(Ieslomenlar)'i admlnl5ltatlon c.t.a.; admlnIstrallon d.b.n.c.t.a.)
thewn.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWI~ALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} 88
The pctltloner(s) above-named swear(s) or arnrm(s) that the statements In the foregoing petition are
true and corrcct to the besl of the knowledge and belief of petltione 5) alld that a personal represen-
tlltlvc(s) of the abovc decedent petitloner(s) will weiland truly ad lister he cst e according to law.
Sworn to or
hcfore mc thl.
q",w
arnrrned and subscribed {
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. 19JZ::,L
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No. 21-94-983
Estate of
JOHN M. BEURY
. Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW NOVEMBER 2 2 19~, In consideration of the petition' on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) dater! JULY 15 , 1993
described therein be admitted to probate and flied of record as the last will of
JOHl~ M. BEURY
and Letters
arc hereby granted to
TF.~'T'nMF.NrrnllV
JOHN SAMUEL BEURY
Reabl" of Will.
FEES
Probate, Letters, Ete, ,.......; 540.00
Short Certlfieates( 5) .. .. .. . .., $15. 00
~Ei~~~~n ........"...... ::a:s=
TOTAL _ 575.00
Flied ,..... NQY~toI.QJ;:R, ;a~I,l,.'.9.~..,.,.
ATIORNEY (Sup, CI. I,D. No,)
, .
ADDRESS
PHONE
Thl.. Iii III IUliI)' IIMI Iht, 1IIIIIII1I,llilmlH'lt, gh't'III'" tlllll.,II)' 1111'"'" 110m ,1Il1lri,ldllid (('l"lifkllrl' of dC'.ull duly (ill'" willll1lc .IS
11Il.t1IlC'UI"ltJt Thc III j~:IIIoIIII.f rllil.lll' will ht' llll\\,lllkd III till. .'-.I.llt. Vil,d Ht\lIld\ (Htill' lor fll'IIII;IIlUlI Jilin,/.:.
WARNING: 1111 IIlegnl to duplicate Ihls copy by photoslnt or photograph.
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Nav I 8 1994
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COIlMONWIlALTN Of peNNSYLVANIA' OEPARTIlENT Of HULTH . VITAL RECORDS
CERTIFICATE OF DEATH
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o .t1arrisburg, PA 17110
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WILL OF JOHN M. BEURY
I, JOliN M. BEURY, of Camp lIill, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I. I give all my automobiles, and all other articles of
personal and household use, together with all insurance relating
thereto, to my wife, MARIAN BEURY, if she survives me by thirty
days. If she does not so survive me, I give all such property and
insurance to lilY children who so survive me, to be divided among
them as they may agree or, in the absence of agreement, as my
executor may think appropriate.
ITEM II. I give all the residue of my estate, real and
personal, in equal shares to my children, JOHN SAMUEL BEURY, CAROL
LEE ROTHMAN and JOAN E. HARRIS, provided that the share of any
child who predeceases me or dies on or before the thirtieth day
following my death shall be distributed to his or her l.ssue per
st1.rpes living on the thirty-first day following my death and in
default of any such then-living issue such share shall be added
to the share or shares for my other children.
I'l'EM III. I have deliberately given my beloved spouse,
MARIAN BEURY, no interest in the residue of my estate, as she
Page 1 of 5 Pages.
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should be amply provided for through the property we own as
tenants by the entireties, and in hor sole name. On the other
hand, it is my desire that in the event my beloved wife has
extraordinary financial needs that cannot be satisfied by her own
property, my children utilize a portion of their inheritance to
provide support for my wife. By this provision, I do not intend
to create any type of trust or legal obligation on the part of my
children.
ITEM IV. No interest in income or principal shall be
assignable by, or available to anyone having a claim against, a
beneficiary before actual payment to the beneficiary.
ITEM V. All federal, state, and other death taxes payable
on the property forming my gross estate for tax purposes, whether
or not it passes under this will, shall be paid out of the
principal of my residuary estate just as if they were my debts,
and none of those taxes shall be charged against any beneficiary.
ITEM VI. I authorize my executor I
A. to retain and to invest in all forms of real and
personal property, regardless of (i) any limitations imposed by
law on investments by executors or trustees, (ii) any principle
of law concerning delegation of investment responsibility by
Page 2 of 5 Pages.
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executors or trustees, or (iii) any principle of law concerning
investment diversification,
B. to compromise claims and to abandon any property
which, in my executor's opinion, is of little or no value; to
borrow from, and to sell property to others, and to pledge
property as security for repayment of any funds borrowed;
c. to sell at public or private sale, to exchange or
to lease for any period of time any real or personal property, and
to give options for sales or leases;
D. to join in any merger, reorganization, voting-trust
plan or other concerted action of security holders, and to
delegate discretionary duties with respect thereto;
E. to use administrative or other expenses of my
estate as income tax or estate tax deductions and to value my
estate for tax purposes by any opt1.onal method permitted by the
law in force when I die, without requiring adjustments between
income and principal for any resulting effect on income or estate
taxes; and
F. to distribute IN KIND and to allocate specific
assets among the beneficiaries in such proportions as my executor
Page 3 of 5 Pages.
4
may think best, so long as the total market value of any
beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal
property at any time held by my executor and shall continue in
full force until the actual distribution of all such property.
All powers, authorities, and discretion granted by this
will shall be in addition to those granted by law and shall be
exercisable without leave of court.
ITEM VII. I appoint my son, JOliN SAMUEL BEURY, executor
under this will. Should my son, JOliN SAMUEL BEURY, fail to
qualify or cease to act as executor, I appoint my daughter, JOAN
E. HARRIS, executor under this will. No personal representative
or trustee appointed hereunder shall be required to give bond or
furnish sureties in any jurisdiction.
ITEM VIII. The term "executor" and "trustee" or any pronoun
used to indicate the executor, trustee, any other fiduciary or any
beneficiary shall be deemed to apply to one or more than one
Page 4 of 5 Pages.
person or corporation and to the masculine, feminine or neuter
gender as the case may be.
IN WITNESS WHEREOF, I h~ hereunto s/,f my hand and seal to
this, my last will, this I? day of ~ ' 1993.
. J~ 41/. kJ~. (SEAL)
t/GOHN M. BEURY -' r
SIGNED, SEALED, PUBLISHED, and DECLARED by the. above
testator, as and for his last will, in the presence of us, who
thereupon at his request, in his presence and in the presence of
each other, have hereunto subscribed
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page 5 of 5 Pages.
.
STATE OF PENNSYLVANIA
COUNTY OF DAUPIIIN
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( SSI
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BEURY , 7(~a~ f. f.t,4/.L' and
testator and witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
first duly sworn do hereby declare to the undersigned authority
that the testator signed and executed the instrument as his last
will and that he had signed willingly and that he executed it as
his free and voluntary ac t for the purposes therein expressed, and
that each of the witnesses, in the presence and hearing of the
testator, signed the will as witness and that to the best of our
knowledge, the testator was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
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t1~IIN M. BEURY ;:' ~-?d.
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SUBSCRIBED, sworn to or affirmed, and acknowledged before me
by the above-named testator and by the witnesses whose names
appear above on 4v.Jy IS- , 1993.
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Not.:~r.:,.-:.cDl
Slul>har1o L Go;'" 1.JWJIy PIbIO
Jinnj'lJulll. Olll':Yio C<m~
MyCcmnission E'Ji'''ISr,ll.2lI.1904
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CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent I
JOHN M. BEURY
Date of Deathl
11/16/1994
Admin. No. 2194-0983
will No. 1994-00983
To the Registerl
~
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court :Rules was served on' or mailed to
the following beneficiaries of the above-captioned estate on
11/23/1994 I
Name
Address
Joan E. HarriA
4101 Mt. Atlas Lane, Haymarket, VA 22069
Carol Lee Rothman
1 ~ Cl)ldw"~A~ Cnllrt.. I)'oURn". Mn "'0.4
John S. BeurV
10410 Hlln"lng"o" na1,.. A"II"I-n". TX 770QQ
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except(none).
Datel 3/3/1995
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Name John Samuel Beury
Address 10410 Huntington Dale
Houston, TX 77099
TelephoneI71~-933-2944
CapacitYI X Personal Representative
Counsel for personal
representative
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OA DATIl D' DIATH AnU 12/31'" CHICK HUI
IF A I~OUIAL
POVU" CAIDIT II CLAIMID 0
FIll HUMIIR
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COMMONW(AL'H Of PfNNSVLVANIA
Df'AIUM(N1 Of '(VENUe:
01" 210601
HAUISlUIltO ,... 17 ".0601
ON' NAMfllA .'1 . AND MIOOt
Beur , John M.
SOC'Al IICUIlll' HUM'U
DAn OJ DfAtH
INIIAI
COUNTY COOl
o 10 N'S M l I A .
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NUMBER
716-12-8758
824 Lisburn Rd., APT 415
Camp Hill, PA 17011-7100
COUIlI Cum
AMOUNt I.(IIYID 1m INSTRUClIONSI
B.pry~ Mar~,n 206-40-3328
1il1. Or'glnol R.turn 0 2. Supplem.ntal R.lurn
o A. lImlt.d fllat. 0 Aa. Futur. Inl.,.., Compromll'
(for dol.. of d.ath aft., 12.12.82)
o 6. D.Cld.nl DI.d Teltol, 0 7. Oeced.nt Malntaln.d 0 living Trult
IAtto,h ,opy 0' Will) (Atto,h ,opy 0' Trull)
'ALL'COUISI'ONDIHClI AND CONPIDINTlAUAX INPORMATlON IHOULD.I DIRICTID.TOIi,i,\.',,<:....',(ji;:..
C MoPI' M IUN A
10410 Huntington Dale Dr.
Houston, TX 77099
II' AffllC"IUIIUIYI.,IHO IKXlU. H.Io"1 "All. 'II" A~D"IOOtIIHIIlAII
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1. A,ol h'o', IS,hedule AI
2. S'ock. ond Bond'IS,hedule B)
3. Closely Held Stoc~/Parlnenhlp Inlerest (Sch.dule C)
4. MOrlgog.. and Not.. Rec.lvobl. ISch.dule 0)
5. Cosh, Ban~ O.poslh & Miscellaneous Penonal Proper'y
IS,hedule E)
6. Jolnlly Owned Prope"~ IS,hedule FI
7. T,on.le" (S,hedule GIIS,hedule II
B. Tolal Groll Aue.. (Iolallln.. 1.7)
9. Funeral ElIlpenl", Admlnlllrallve Costs, Mhullaneous
Expen... IS,h,dule H)
10. D.bts, Mortgage lIoblllll.., liens (Schedule I)
11. To'ol Dedutllon'ltotollln.. 9 & 10)
12. Net Value of Eslatt (Line B minus line 111
13. Charitable and Governmenlal Bequ..ts (Schedule J)
14. Nel Value Sub ed to TOlll (line 12 mlnusUne 13
15. Spousal Tron,f.n (for dot.. of d.ath oher 6.30.94)
5.. Inslructlons for Ar,pllcoble Percenlog. on Reve,.e
Side. (Include valu.. rom Schedule K or Sch.dule M.)
16. Amounl of line 14 101ll0ble at 6% role
(Include valu.. from Sch.dule K or Sch.dul. M.)
17. Amount of lIn. 14 talllobl. at 15% rote
Ilnclude volu.. from Sch.dule K or Schedul. M.)
lB. Principal tox duelAdd tall; from Un.. 15, 16 and 17.)
19. Cr.dih Spousal Poverty Credll Prior Poyments
+
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Non
o 3. Remainder R.turn
I'or do'.. 01 d,o'h p,lor 10 12.13.B2)
o 5. ftd"al Estole Tax Relurn Requlr.d
...a. 8. Total Numb.r of Safe D.poslt Bous
(1)
(21 334.324.19
(31
(.1
151
(6)
(7)
(9)
(10)
9,666.20
20. If line 191s gr.al" than line lB, .nt.r the difference on line 20. Thlsls the OVERPAYMENT.
aD
21. If line 18 I, greater than line 19, ent.r the difference on Line 21. This II the TAX DUE.
A. Ent.r thelnler..t on the balance due on line 21A.
8. Enler ,he 10101 of line 21 and 21A on lIn. 218. This Is the BALANCE DUE.
Malee Checle Pavable tal ae"llI.r of Willi, A"enl
,,;";'.,!':!':;" ,. .1 IURI TO ANSWIR ALL QUESTIONS ON RIVIRII SIDI AND TO RICHICK MATH:,c ~"~~h~:;",'.t.:;,V;,.
Under p.nahl.. of perjury. I d.c1are thai I have tJlamln.d Ihll r.lurn, Including accompanying Ichedul.. and slatemenh, and 10 Ihe b..t of my knowledge and bell.f,
Ills Iru., rred ond compl.'e. I declare thol 011 real IItote has b..n reported 01 true marht valu.. Oeclarallon of pr.parer alher than Ihe per.onal r.presenlallve II
based 0 Illnfor allon of which re allr has any knowl.dg..
~I AIU O. 'u~ IU'ONSI r:. "1lINO IETUIH AOOIUS . D~
< ) } )p1/~ U..o. j1 //, /,r/r
IGN lUll 0" 'A U OTHlI H N U'IUI ~All V /
115)
K._-
324,657.99
116)
(171
K .06.
K .15.
Dhcount
Inl.,.st
+
(lied.. hell.' if you nr~ fcqul.'\ling q ,~fund of you, oVNpoynlcnf.
(21)
121AI
121B)
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I B)
334,324.19
III)
112)
113)
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9,666.20
324.657 PP
324,657.99
19,479.48
liB)
19,479.48
1191
(20)
19.479.48
19.479.48
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Act .41 ef 1 "4 ,rovldo. for tho roductlon of tho tax rato. Impo.od on tho not valuo of tran.for. to or for
tho UN ef tho .,ou.o. Tho rato. a. pro.cr/bod by tho .tatuto will bOI
. .
o 3~ (.N) will ... appllcablo for o.tato. of docodonll dying on or aftor 7/1194 an" bo'oro 1/1196
o 2~ (.12) wIN It. appllcabl. for ..tato. of doc.d.nll dying on or aftor 1/1196 and bo'oro 1/1197
o 1~ (.11) will It. appllcabl. for ..tato. of docodonll dying on or aftor 1/1197 and boforo 1/1198
o Spoueel trend.,. occurring on or aftor 1/1/98 will bo .xompt from Inhorltanco tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
IY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
IS 0
1. Old decodent make a tranaler and:
a. ,.taln the use or Income of the property transferred, .......................................................
b. retain the right to dellgnate who Ihall ule the property tronl'erred or Itl Incomo, ...............
c. r.taln a reversionary Intere..; or ...................................................................................
d. r.celve the proml.e for IIf. of either payment., benefits or car.' .......................................
2. If doath occurred on or before December 12, 1982, did decedent within two years preceding
death tranlfer property without receiving adequate consideration' If death occurred after
Decomber 12, 1982, did decedent tronaler property within one year of death without receiving
adequate consideration' to. ....... to .... ... ..................... .... .......,. ,.........00 ... ...... ...,. ........... .........
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X
3. Old decedent own an 'In trult for'. bank account at hll or h.r d.ath'......................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU .MUST q)MP'LlTE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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'HH""ANCI lAX 'l'I.'N
IUIDfNT DrelD Nt
1ST TI ,
SCHEDULE B
STOCKS AND BONDS
BIR
Beury, John M.
(All property 1.'.Ily..w..d with Righi.' S.",I.."hlp mu.1 b. dl.cI...d .. Sch.dul. '.1
ITEM
NUMBER DESCRIPTION
1,
2.
3.
4..
5.
6.
pennsylvania Power & Light,common/2,274 shares,18.25
DOE Corp, common/lOOO shares, 19.25
DOE Corp, preferred/l00 shares, 7.20, 23-3/4
DOE Corp, preferred/200 shares, 2.10, 24-1/2
Vanguard Pennsylvania Tax Free Fund,
14,735.165 nhares at 9.96 per share
Vanguard, High Yield Corp. Portfolio,
16,694.993 shares @ 7.16 per share
TOTAL AI.o ..Ior on IIn. 2, R.c. Ilol.llon
(If more 'pac. is n..d.d, lns.rl additional .h.." 01 10m. tile.}
VALUE AT DATE
OF DEATH
$ 41,500.50
19,250.00
2,375.00
4,900.00
146.762.54
119,536.15
5
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I.Vlilll.. 11111
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWfAUtt Of 'INNlnVANIA
INHunANCI 'AIlIIUUIN
US1DIN' OICfOfNf
Plla.1 Prlnl a, TVPI
NUMBER
Beury, John M.
ITEM
NUMBER
A.
1.
2.
3.
4.
5.
6,
7.
B.
1.
4.
C,
1.
2.
3.
4.
S.
6.
7.
8.
DESCRIPTION
Funoral Expln...,
Gilbert parthemore Funeral Home,New Cumberland, PA $
Pomfort Manor Cemetery, Sunbury, PA, plot & opening
Sunbury Monument Works, Sunbury, PA, stone and
engraving.
Flowers
Food and refreshments
Travel, rent car and gas
Minister
Admlnl.trallvl Ca.'.,
Personal Repre.entollYll Comml..lon.
Social Security Number 01 Personal ReprelOnlotlvOl
Year Comml..lon. paid
2. Attorney Fee.
3,
Family E.empllon
Clolmanl
Addre.. of Clalmanl at decedenl'. dealh
Street Addre..
City
Stale
Zip Code
AMOUNT
6,648.00
680.00
510.00
150.00
350.00
85.00
150.00
90.00
591.00
340.00
45.00
23.20
4.00
5
9,666.ClO
Relatlon.hlp
Probate Fee.
MI.elllanlou. Expln.11I executor
Air Fare
Rental Car, Airport Parking & Fuel
Meals
Certified Mail
Copies
TOTAL (AI.o enler on line 9, Recopltulallon)
(If mall .pael I. nil did, In.111 additional .hlll. of .aml ."".)
I~ ------ -
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.
IrvIIUt..1Jl1j
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COMMONWIAUH Of ,IHH"lV,lNIA
INM'lnANt. tAl .nUIH
'''IDlN' OIctDlNl
SCHEDULE J
BENEFICIARIES
ESTATE OF
PILI NUMBER
Beury, John M.
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
A. Ta.abll BlqUllt..
I.
daughter
111,413.80
Carol Lee Rothman
13 Coldwater Ct.
Towson, MD 21204
2.
Joan E. Harris
4101 Mt. Atlas Lane
Haymarket, VA 22069
daughter
111,493.80
3.
John Samuel Beury
10410 Huntington Dale Dr.
Houston, TX 77099
111,416.59
son
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charllabl. and Governmental Beque.ts:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aha Inlor an IInl 13, Rocapllulallan) S
(If motl .pacI II nlldld, In.." additional .hool. of .aml .111)
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a No.A,.A 04 7984 COMMO~~~~~~T~: ::~:~:YLVANIA
;II~I"'" "" OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
*'
RECEIVED FROM.
I
ACN
ASSESSMENT P:'
CONTROL I:.
NUMBER
AMOUNT
101 .19,479.48
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"'19,479.48
CW
(-
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RECEIVED BY I " '
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REGISTER OF WILLS
~ i ~'I" ,. ! ,', /.1.. f,'
/' ~GNA'UIE ~, 4. .
. ./ " , ~
MARY C. LEWIS "... I
REGISTER OF WILLS
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ACN 101
RIV-1147 EX AFP (12-94*
COHHOHW!ALTH Of PENNSYLVANIA
DlPARTM:HT Of' Rf:VEf<<.IE
IURr;AU Of INDIVIDUAL 'AXEl
MPT. '..601
HARRIIIURG, Pi 171'1-0'0.
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
DF DEDUCTIDNS AND ASSESSHENT DF TAX
DATI 10-23-95
c..
CUT ALONG THIS LINE ~ RETAIN LOIIER PORnON FOR YOUR RECORDS ....
iil'v:i54-i-Eicn"j:ji-nF94riioT'icEnoF-i-riHEiiiTAHci-T'Ax-jippiijiiiiEifiilT~--Ai.i:oiiAHCi'ijR.--------_m_---
DISALLOIIANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEURY JOHN FILE NO. 21 94-0983 ACN 101 DATE 10-23-95
FILE NO.
DATE OF DEATH 11-16-94 COUNTY CUMBERLAND
HOTE. TD INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAXE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TOI
JOHN S BEURV
10410 HUNTINGTON DALE 0
HOUSTON TX 77099
TAX RETURN WAS. (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Reel Eet.te (Schedule AI (11
2. Stock. end Bond. (Sch.dul. B) (21
5. Cla..ll' Held stock/P.rtner.hip Inbr..t .Schedule C) (5)
1\. Hartg.g../Not.. Rac.ivabla (Schadule DJ (it)
5. C..h/8~ Dapolltl'Hllo. p.,.lonal Property (Schadul. E) eS)
6. JoIntly Owned Property (Schedul. F) (61
7. T,.....81.,.. (Schedul. GJ (7)
e. Total A...t.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A~t Re.ltted
) CHANGeD
.00
334.324.19
,DO
. DO
.00
.00
.00
leI
334,324,19
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.,..l Expen.../AdII. Caata/Hho. EMPan... (Schedule HJ (9)
10. Debh/Hort.e.e Lleblllt1../Ll..,. (Sch.dule II 1101 .00
11. Total D.duoUona 111)
12. Hat Valu. of Ta. R.turn 112)
15. Charitable/Govem..nt.l a.quaat. (Schedule J) US)
14. Net V.lue of E.tet. Subject t. T.. 1141
NOTEI If an allBllmBnt WBI illuBd prBviouIly, linBI 14, 15 andlor 16, 17 end 18 will
rBflBct figure I that includB thB totel of 6hb returnl alleleed to datB.
A8SESSHENT OF TAXI
15. Aooount of Lln. 14 .t S.cu..l r.t. \151
16. Aaount of Line 14 t..abl. .t Lined/CI... A rat. (16)
17. A.aunt of Lina 14 taKable at Coll.taraI/CI... Drat. (17)
18. PrincJpal Tax Due
TAX CREDITS I
PAYHENT
DATE
07-U-95
RECEIPT
NUHBER
AA0479S4
DISCOUNT l+)
INTEREST (-)
,00
9,666.20
q.I."" ?O
324.657.99
,00
324,657,99
.00
324,657.99
.00
X.03.
x.06.
X .15.
lIe)
.00
19.479,48
.00
19,479,48
AHOUNT PAID
19,479.48
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
19,479.48
.00
.00
.00
( IF TOTAL DUE IS LESS THAN '1, ND PAYHENT IS REQUIRED.
IF TDTAL DUE IS REflECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
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STATUS REPORT UNDER RULE 6.12
Name of Decedentl
JOHN M. BEURY
Date of Deathl
11/16/94
Will No.
21-94-983
Admin. No.
1994-00983
,
.'
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 I
1. State whether administration of the estate is complete I
Yes X No
~
i,
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
completel
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? yes)( No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
:::::~:~:l~::hOOO' Co,", ood mo~:?z:; roporC,
'Co., \'~ ", John S. Beury
~" Name (Please type or print)
~~ 26 Bendwood Drl,Sugar Land, TX 77478
u Address
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J '.81) 491-2944
'l'el. No,
Capacity: ~personal Representative
Counsel for personal
representative
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