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HomeMy WebLinkAbout94-01030 - ItETlTlON FOR PROIIA TI~ nnd GRANT OF LETTERS E.f/al~ oJ Marqaret A .j/h.L~!110I:!ii!__ No, ~l:::!l!l:. - I D.30 also kllo"'/I as _Mal:gar.e.LAnn_WhUmor.e.. To: _ Reglsler of Wills for the /1i'("-(/.I(-tl, County of .-Cuinbl'!rl "nd In Ihe S/lclal S~cllrlly No, ; ').}.. ./0 - r:>l1., Conllnonweolth of Pennsylvonlo The pelltlon of the undersigned rcspcClfull)' rcprcscllls Ihal: Your petltloner()Q, who Is.laJr 18 yems of age or olde~lmallDlkXJI"""""""VVYYYV~ IKm~XMKWW~~XMwK~K~KMKkXXXXXXXXXXXXXXXXXX~KKxxKKxxK~gKKKK lIOIIlCllllllllil(tOldlual i.. the d""ghteL:-of thl'! T"..tatrh, and j.. thp intestate hair wi~h ~~D fi~9~ ri~ht-tO-admini9tQr ~hA F.Qt~tD. ain~o tho AYAl"!tt11'"i Y "Amen t n thB-LasLWilL.rlnn TpRt.Rn1f'~nt nAtAn and the other two children of the Teatatrix, Petitioner'.. brothers, have ('Ialcrdt'vunl drCllfll'lalll:~~. c.",. rcnundlululI, death nrC\n"ulor. tiC.) renounced their rights to administer the Estate. Decendenl wos domiciled ot deoth In Cumberland County, Pennsylvonlo, with her lost fomllyor prlnclpol rcsldencc ot_t.7Jl6-LD1coI n n,.i \lP. Camp Hill, PA 17011 (Ii" IUn'I, number and l1I11nclr"lil)') Decendelll, thcn 74 yeors of oge, died -----October 17 , 19 94 01 Camp Hill Care Center. East Pennsboro Township . Excepl os follows, decedent did not morry, was not divorced ond did lIot hove 0 child born or odopted ofter execullon of Ihe will offered for probote: wos not the victim of n killing ond wos never odjudleoted Incompetent: No exception... Docendent ot death owned property with eSlhnoted volnes os follows: (If domiciled In Po,) All personol property (If not domiciled In Po.) Personal property In Pennsylvania (If not domiciled In PD.) I'ersonol property In County Volue of reol eSlote In Pennsylvonlo , ""..:.. ,., sltuoted os follows: /70<' /.....,..". v.... '-'--p $ $ $ ~; /I . pJ -~- ,.:>- -0 - J ?O/l WHEREFORE, petltloner(~ respeclfully requesHs) the r.robole of the lost will ond eodlcll(s) presented herewith ond the gram of lellers of administration. c. t. a. (Inlonu:nlar)'; admlnhuOllon c.I,a.i administration d.b.n.c.l.a.) theron. j '0_ '0 . ;1 ;;E "g'Q a iil ~;::'r;~~ ~1.~ ;)I:::J~;'1~ L"" Ie. , /'..1 1702- . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 88 COUNTY OF CUMBERLAND The petltloner(s) obove-nomed swear(s) or offirm(s) thol the stolements In the foregoing petition ore true ond correct to the best of the knowledge ond belief of pelltloner(s) ond thot os personol represen. totlve(s) of the obove decedent pctltloner(s) will well ond truly odmlnlster the eSlate occordlng to low. ,--7<" t1fl r.. Il )L~-/p" t(_ '" ~ OQ' ~ ~ "" LEWIS Regis/f." /5-OJ. - Ii . ..- <._-..:_~.,'';''~ No. 21 . 94 - 1030 Estate of MARGARET ANN WHITMORE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DECEMBER B. 19~, In conslderotlon of the petition on the reverse side hereof. sotlsfoetory proof hovlng been presented before me, IT IS DECREED thot the Inslrument(s) dated JUL Y 27. 1967 described therein be admitted to pro bote and n1ed or record as the 1051 will of MARGARET ANN WHITMORE UF ADMINISIRAIIUN C.T .A. LEORA A. WHITMORE and Letters are hereby granted to FEES Probote, Letters, Etc. ......... S 115.00 Short Certlneotes(3) .......... S 9.00 Renunelotlon ................ S 15 .00 X-Pages S 3.00 JCP TOTAL S 5.00 DECEMBER 8 1994 147.00 Filed t.. ............ ,...... ............. 7Jft -7frJi/U1: M. .fSJmtiJ;tJdz ' "( (j Resl.le, of Will. -0 () MARY C. LEWIS . ..:k."""o:. j), G.I'1UO'" Sg'Ng ATTORNEV tSup. Cl. t.D, No.) 1'327 ,J1>~Jl, VD'! C;~ ADDRESS l\:....~ ;.:.1~-J / 6'" 17/02 PHONE (717') ).?t.-3'?~S- 'i ... 1,1,\ ,. 1~ , 'n ti:'" F\ :-~ ;J uu Mailed letters and order to attorney on 12-8-94. 11111'1111'111\"'''' This is In n:rtif)' lhilt till' in'"l'lll.lIitlll hl'll' ~j\('lll' lOllI'llI)' CIlI'Il.d 1111111 .1Il1lIi,l'lll.d l('llllh.lll' lIt dt.illl dill)' fill'd wilh 11Il' os l.or.11 Hl'gislr,lf, Tilt Ol'ij.;il1lll n'rlilir.llt' ",ill Ill' 10I"W,lIdt.d III lilt' .~I.IlC' VII.II Hn (lid... (Hlltt, Itll pl" II 1.11 U'llI liljll~ WARNING: III. Illegal 10 dupllcalo Ihls copy by photoslal or phologrnph. No. ~ . . t!2;MV I!Z%r(}::!~~':.t:lfL- 1.lIt,11 H('~I~1I111 0 Fee 1m Ihl- ll'rllrk,lI", $1.1111 2612851 OCT 2 0 1004 1),IIl' COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTN. VITAL RECOROS CERTIFICATE OF DEATH H' '1lII"'UfrA.UK" IOClALH(:UNlYNUWMn tw.Ol"....tH ~u.,...1 "'"HPVoCIi~..-ot .....lIIh..y'c.u.'1 ,. Female t. 222 10 - ~AClOfDlAJH 1II.-_.-...ot........IlOlCllhlrlldll 0721 ORIOl"OIAJHlU<dt.o.,. __. ~tobcr 17 1994 74 "',. " Set "., " Wibnin ton o '''''''-- 0 ...0 '''' t::"Xl _0 g:."o ,.. " Center DlClDEH' IE . ~~~ White IUftVl'llN01I'OU1l ill"-''''''''''''_I .-*'~..~=~ Ilousewlfe OIQOfHT'.......IHOAOOfIIII""_~.....,~~ 1706 Lincoln Drive Carp Illll, Pa 17011 Pili ...- - plnlll.-.......~....llndfuoQoj CUnlJerland Eas t Pennsboro II. M'......HAWI'....~l_ alward Malone . -... Leora A. Whitm:>re , ......~ 0_0 '*-el....IlaMD OW-tsr-of,' tlIc:tDlHI" 'e"", "''''''H<I -- ~-- n....... Pi) 0..- - ..... ----'\IrberlRM .....,.? .?DO ~--=-::: UOIHl"..N.UlIE'....~ ...........~ An 1 e Iff' t..w.uHOAOONUCS-_ . Cl 400 Center Street Enola Pa 17025 "'ION.N_...,. Ooj. ... or, -. "" ADOfIlIQOflrAC&ItY ere-Harner F\J eral Ibm I IICINU:NUUKn b r 1903 Market Street c . .... 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CUlT..." fCt'a' _, m.I .Qftl..'I'IlI....'ICUoHI"',....,.'.II-,.,g""""........~...,.., ~,..lj.lI............'..ojUlJfllIlM.:l....1JI "'........,..,~,......-""........IMIIoIl.I.""'_............,..,...........,.........,........................ " o o 0'" .... PLACIOF WJUAY .",,...,..latlll, ..._.Mrior,. 0lIu ~N~',I ... ... 0 ...0 o .""'*OIJfIr:IlJaAHOCl"t"'WQ,"'IICl.ul~ld'I.OI~ItMfl"df.W..-.uklt....ut_'1 "........,.,.........., ....Me"""" II......... ...,............"......... ........1....,,_.. ......"........................ tllllCNC:AI. .........NCMO....I 011......... .,....-,..... MdlOf r.w.,,~. It! "'f............ "'trlMCWfM .llfIt 11rN. UI... ptM'.ln4IIilNt 'elhe c..Mi.I.... ....__...l&1li.................................................................,..,...,....,..................,. 01' IoIl>>WlJhUHlH_UU~"_, 1 ,;J/ ~t._..--~ '--- I..../,~ 1,1 I o Il./,uJlJ .. y 21 . 94 . 1030 ,. -, ,_t . . LAST WILL AND TESTAMENT OF MARGARET ANN WHITMORE I, MARGARET ANN WHITMORE, of camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. . . I - I devise and bequeath all of my estate of whatever nature and wherever situate unto my husband, Shirley Harold Whitmore, provided that he survives me by sixty (60) days. ; II - In the event that my said husband predeceases me or is not living on the sixty-first (61st) day following my death, then I devise and bequeath all of my estate of whatever nature and wherever situate unto my children Gregory B., Jeffrey A., Leora Ann, and Edward F. in equal shares per stirpes. r 1 III - I appoint my husband's sister, carrie Ann Blake,of Junction city, Kansas, guardian of the person or persons of my .." minor or incompetent children. IV - I appoint my husband's sister, Carrie Ann Blake of Junction City, Kansas, as guardian of any property which passes under this will or otherwise to a minor or incompetent and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the ower to use principal as well as income from time to time for the minor's education, support and welfare or to make payment for those urposes without further responsibility to the minor or to any erson taking care of the minor. ARNOLD. ILlKE ano..." Af U. .... ..un Ifill' . c"" KILL. """UU'" V - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration "1 Page 1 . . . , of my estate and my personal representative or representatives shall have the absolute power in his or her discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part of them to a later time. , VI - I nominate, constitute and appoint my husband, Shirley Harold Whitmore, Executrix of this, my Last Will and Testament. Should my said husband fail to qualify or cease to act as such, then I appoint my husband's sister, Carrie Ann Blake as Alternate Executrix. Neither my Executrix nor my guardian sholl be required to furnish bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the ~ 7d day of ~ ' 1967. (SEAL) Signed, sealed, published and declared by MARGARET ANN WHITMORE, Testator therein named, on this and one (1) other sheet of paper as and for her Last will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. . (~ 'J /..if/~ 2__-<- .$~-, -' #~ Address '/,~~4~ C~ 1C (U>~ Name /10lf~~' Address~~ . ~ J u eo.. , ARNOLD. SLIKE Am...". .,u. .... "Illf "un cu, .m.... ....."''1A11I.. Page 2 '1," ~i ." "! ~~: , ...1\ ;,;;;. 21 - 94 - 1030 REGISTER 01<' WILLS 01<' CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Clara Kaspar codicil looabl a subscribing witness 10 the will presented herewith, (llICkj)dJelng duly quollned oeeordlngto low, depose(s) and soyls) thol she wa.. present and saw Mnr9~rA~ A Whi~mnrn the teslPl r iv, sign the same ond thot ..hp signed as a witness althe request of testot rix In" er presence ond {lll<IIlKlIlt_ll(ro(lCIlI2110IbclO (In the presence of the other subscribing wilnesl(~. Sworn to or offirmed and subscribed before me this 1"01' rI- doy of Alov..-." . 19-fL tl. :N,g,~~ry publi fRlsler J~;r~' r ;) ~;'t\'lll. U to.i. i' C'":'I' II 'i, C:,'-":,r :', . . M:;Gcr'~',"'~X:,i';"',i.', t\' 1"11 (: a.a_~ ~ ce....<2"[Itl--L../ ~L I (7 "I (Nomft /1--/1...... r2. { (- ~'lLt.tU'!tOlL./ f-""~' .. ~~~es~) J:-;-:_~_ Heel", . PA ~ _(Nam~ ' ,1'/ ~ -1~O .v~~. .-4 -. I . , (Address) ~ REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (eoeh) a subscriber herelo, (each) being duly quollned occordlng to low, depose(s) and soy(s) thot fomlllor with the slgnolure of / codicil testot_ ubscrlblng witnesses to)Ahe will presenled herewltb ond // codicil thot belleveHlle slgnoture on the will Is In the handwriting of ./ to the best of kn07dge ond belief. Sworn to or offirmed and su~rlbed before me this /" doy of / 19_ (Name) ../ (Address) Reglsler (Name) (Address) ~ 21 - 94 - 1030 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIIIING WITNESS Fln 7,pmh.=l11 codicil kp) a subscribing witness to the will presented herewith, ~1Ihl being duly quoUfled according to low, depose(s) ond soy(s) thOI sh" w".. present and sow MRrQATPt A Whitmnro the testot ri" ,sign the some ond thot she signed os a witness ot the request of leslol r i K III It.e..!:- presence andltwlt=ax_1I!fcll4l(It;1l~JtIll; (In the presence of the other subscribing witnes~). M ~T 2.c:.N\ 60..11 Sworn to or offirmed ond subscribed before x.~~ <rt(/J~ ~ me this ~~sr doyof (No'l'e) ""i) I ~ A/~ ~~_ _~19~ sa WitJ J Waro ~lId'l ror'f" O(Q.t\geJ rl... ~~"v. ~,~ c."'e'('~ \ A. ~4ij.(te\'d -0 Register ~ Q. Q3u.l~oi d --';;--m:I.:t.I'\I,~+J,?'r~~PU lic U (Name) I IAM!"hl !'ULI,I\'o\N '-\A & Ba./JltlJll C 'Dr:.s; -l~ b l.4totJa tL. \::r1fO\RY l'UI,'i'! :'1',\1'1:01 FI.OJ:lIlO\ 11~ . U "'-.l ."'/ Cl)\l\lIS~"C.'1 NO, CO..'(';".' (Address) MY COMM~:'Jl\):'>: ~:XI', A1'IL l'LI'f'.J7 REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) 0 subscrl~er h~r~to, (eoeh) being duly quoUfied oeeordlng to low, depose(s DFd soy~) thot '":Fin '2..eN\ 0gJJ fomlllor with the signoture of yo Pl. LUhi H1\Ol"'(. codicil testot_ of (one of the subscribing witnesses to) lhe will presented herewith ond ..,-: Z 00.11 codicil thol r 10 e IV\ believes the slgnolure on the will Is In the handwriting of f'r\ 0. '(' '3 a ref t\ . l;J h i + fY\ 0 re to the best of knowledge ond belief. fTCl3robiJ{ Sworn to or offirmed ond subscribed before ~ y~ ~ me this . sr J9 d;l SQ uJ if\1~uJ ~v~arw. ~Y'+ O('(~,"" ~e, 1="L. ne~1 A.. I C,?l Register ._~~--;':"'~--_..- . I u,..,jU/\(..,.OI ..,,:.~ ~i~^l. , lA\II{Z. ~,l 'It 'I UV,'.:,! : :'.'Jr^~~y i'C~jl.lC S.'f\l r ('!' ~_r (.,111r> \ I , ClILI:rfi<.-;ION NO u :-,;:::'...; -, ;. .:{'!E.!..~.:.!! ,",rON DCI'. ~!:::_.~::..:!!Z. J I \'q ';:) (Namet1" '1\ 0 a.O gAla. 'I Da..~4MJ'7 ~Ss) ~;ue. SOl.l.+h :'" " , . I I I I " -'; i , l~'- S,' i , , ., .' ..'".'.. , "...,,'..,. .~'; .';- , ",,' i"'~'; .:.....~ '\,:.. .... ,,;..' .... ~..,' i',:" . ,,"',' .. .',":.' " .. ". ,;: ,h,.',.'<>" .... "." " ..." .: ::. .. ., ..". :;'''''., :. ",," .', ,.:.... ..:" :.... .. .. .""" . ," ;.;., .,. ,. :.' p,., ' ~'~" :; . "" .. . ' ",",': ".. .('-':' " : <.::;'. ':. ;., !,." ':.::: ~'.i'.' >. '-;:,;';.{;,;; ;. '",: "\: :'~,. : .:,' " .: "," ., ,: Y',:';- ..' :: '."', . : ':'J. . ',' ". ','," ...,:. ~\~(~ 'f~"]' '::rl'[lf;\':',T~W~r:: .. :.. v'. '.'" ";:; ': :. c,.::/ ", ~ jf' ::~;;i, <i'. "I," ;.; i"." H 'n~~,':-';~i~~ ;. ;,':';" " .. ~'};1~ ::","'~ ..,.. ',:<!::' ',' ~'::" " ;'\:~::',;:~~;:'}i~ ~ ;:6~~,~}~t~ ,:;~~~';""'i . . - -- . ,,'.' .' ",. ....,..,' ".... ' ",'::, .,,'i, .' '. '''''';', ',; "" : ..;, ,,:; ., '. "i: . .:, :',. ., ;. .. '/. .,d.: . "".'. ',' '?!.':;i~:{~" , '" ~' ' , , : ~. ,.'" ,,". :,-;ji~,~: .", . ". y,,~ty,:' ',.,' .' :'. .:,>:, '.' " ,i::' ;"::-,'. " . '::;" ..:.:'''. ." .',., " ii,'> );:, . \,:~: :t: . '..:".... H\Y: ." ,.,.,.n,,,,,,,:.>,,, > . . - - . - - -. - _ _ _ _n". . _ r , .. . . . - -,' . . . -. . -', - ::) --~. ," ~ ':~r~-~-.-r.1~~ft~.(_~~;- ':};rj-~~.~1;'~>t~ f'~, ;~/J 5l- - . - -, ~ .. ,. ~._- > . -'. . -,' .- _ r _ ._ . c~~'i_':"~'~~}~}~~:"}~~'.;;~;: .-'\<.\', : " Il tv! ~ol.j",L ''''/''''. " -,~,_ '._ _ !_~. t,,-' ___ ,--_' \!_I_ __ , .. 1- " ,',- ic i, ~; ~ : .."i.: '~'\t' __, r i ~ .1 '- '-'. If<. '"-.~ ) 1._" -; ~\'l !.~__~) ~;.~f~j . '~ :. . i',; L."... ."" ;:'" ..~.=! : ; ...... . r. .-": " JL~;JJ I" -'...f I~! .,,~ < . _~, I I } [ I :....." 'I t '" i ':Jl,.;.J ./1 "'" ,." ". (I I ,-".J:':;}C" 1/' $. .,r;- O'~ i,' . ,;..... -, " ',- ..~-.-~'~:;-~ :~_':;:i;_ ....~"':"- .'-} .".... _ ", ~ "\:_~':~_-_ ~1~ ~ :'.t:!~'!~-:_~-_,_ ~.-"I_:,-. I . . " ..' -j. .~ ;" \.,. -- .. --- - - - - -- ~ :~~ It {;::J,~'\ -f ~ '--~f~\(t>.. -:~!j~~~L;\,~~~' 5~)t~'~~::{ J.J'_ i~-:!~~.-.- , ':"\I~;~'li~:{;nlt'.:r~~~~:.:~.~;/:; " -. ,.{'" f a f I \ 1 -'-'-=' ... ~j.;!-J'J i'i"r.U;jC ~t,)t l.t'r}' ~J';.'-- .'- _t..l) <J.}...l .j I ; ~" . S:.'. .' ~1 t ). ~;} .~ i ~ ~ 21 - 94 - 1030 In Re Estate of >-,f"',:. ,-,~..~~;t'}~';.:' The underslaned be Issued to WITNBSS RENUNCIATION Margaret A. Whitmore, To the Register of Wills of Cumberland deceased. County, Pennsylvania. Jeffrey A. Whitmore. son of the above deeedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration. c.t.a. hand this 301-11 day of a+ .19~. Leora A. Whitmore my ~ III" \., f;~ 'AI' \0' ~LP.I RJl)~ (IS (51....1...) SOb chQ",blrl4iM:. AtJIC. ~j..~Not'DVA~7 (Add,...) CjYJ I;;' jl. j) ruU/2/ ~rJ..I.") U~,c3 l.,,), Lf2,.J .. i RlcL, (A ~ SJ.J.-r- (Add,...) 1U~f(~;3~~/ (Add,...) ,'0 i ., ., 'c.I.,;;: .'~' -. -,,- -.' - ", ..."" . ~;:;"'\~\:t:7'~r;\~'~ 5 t' , .' '" .' . ,~~.. ':"'~,~: i"~ ,~. ':.0 ~.-, ',"~ '. 'l ,; ! 0 , '.", ','~'~ . ,\"" ,.~, ',. ',< !: ,,,".' ::,i,\ ',1"' l.. ;i~<~ .;.~t,_ /''.n :': ,'1\->'- ",,' -,. f' i , ..' . - ~, i" " ". \..." " .- ~~ ,.. " . ~.. -"'\ 'r .-,-..;. "':' ,. " -:\- . ., (- ',-- """'!/~~\'~-~' -" :,., , . "., .~--:' - ~.', " ,-i., ,~ -' ',,- '.;.., - .." .,:'~ " . , . ':'\' ~~-:--" .'.' . !- ."~)-~..~' -f," '1'" .," ....' . ',~ '.~ 1,'- . ....... 1"":.-"........, RENUNCIATION 21 - 94 - 1030 In Re Estate of Marqaret A. Whitmore. deceased. To the Register or Wills of Cumberland County, Pennsylvania. The undersigned Carrie Ann Blake. sister-in-law of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration, ~.t " be Issued to Leora A. Whitmore WITNESS my hand this 3ott.. dayof Oc.l-,,~./ ,I9--2.L. f!/tIVuA. (h.,....,4i'tt.-L (SI....lu'.) ?at 0. .u'..K,dt/ Q...-<. 1'. ;1' . (Add,ess) L1~ '1b, ",...; If? .~lJ ~\ CLF /SAL i. (sl,nllulr h. ,b,,~ )3 ~ !.LJ~""~r h t t.c 55- tAjId',...) -d~: y "Ej;~ (Slan'lure) R-t-, IISYlS-3~ , J1. OvI~/, /{.r (,C,S3S" (Add,ess) , " " - _I_........HO:O'.......~,""'"'-~~..-''"'' ~...'~ _,_.,...~ ~ .___-l-____"-._. ."_~~~.t~.,-"',~?~T*~L-~~;~,~~:-:::,'..:':;:;:?ii::~~1~-;,~~.:~<.:~ 21 - 94 . 1030 RENUNCIATION In Re Estate of M::argArAt- a. wh~"mnro , deceased. To the Register of Wills of Cumberland County, Pennsylvania. The underslaned Edward F. Whitmore. son of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Leners nF ~nminiRtrAtinn ~ t ::II , be Issued to Leora A. Whitmore WITNESS my hand this IPi. day of N ..J.....!.v ,19~. \ /bt.JO/uI~)~/Jla (51....lu'.) :J.al ffl/,f,/lil..le r<cL rF 13 He LJ..141t1 f!.:tJ, I? L/(} b (Ad ,w) ~1du~ Ii / iitrnl'flLJ (5Ianllur.) ,jJ \ ,f .('..~ 1))' ,; J,./ ;:i!.t;3r.dhl!J.. Lutll; 8 lId1tUf' a.. . v (Add,w) . 17Vtl6 o~ D ~~--, (Slanllure) ;:/2./ r;.)':Sln'l(r Rd "'II ;1./1,,1>\ p,..11/~ (Add,w) ;: . . - -.- . - . . . '-. ---"". ". - -: ~-. . . . .... '.. "Ii ;;'it:h;d~)'t:\,,:'" i.~' '. ..' . '. "" ';,i. . . :...c. .._ _.', "}:"t',)' , :.' · ;..~ :\:i>:,.p;,~,":>:';)L. " '.E :J .....c :F\\ .,' ;",. ~;. ,7i ,;1.~ r1:,~~{;'\ ,', <j'!::~f, '.,. , '1- .' j: A ," ,. '-i "."'<r '" '..' >;' , ,-'. '.C" \';. i,:: t '~~; '.'.; -'c. ;;;, , . '-~~-- " "'~-'- . ,r.-, ~l~~~ ';; ~i:j~ . r; ;" 't: i;;~ ~"';t, ' !. ~;1;::J1~:~'; ;:" j ..;,.'. ~":' '\'.:., ..", '"" ~::}~\'t~; " 7~'~" ::.-.~" :". ... iLi( ,;': ;,;.:1 c"'-:';~';:,v.:. ::: '-: ':;:: .- ,'..-.;,:;,:, ~J- .f."... :'.7;1~"1 ?~ ;:' { . " \: Z;.'). -<:i' l-~~, ( 1: ,-",., '.(' -~; -;', ;',' .<;"; ''''L, '";'. '.:'. '-/""" .:; :':.::;;. ::; ... "., ,'. ;" ;.;,;;,:,;. :. ... , ." .. ~ 'w$$i: rr' :" '. .' ,':~. . . '-.. . i ~~;c':{:: '>~~.' :'c,:', '.. .:..:-....; ... .,' -' ';y:. ',', . ,:='~ -'}, .;::>:' ~r:' . ,'i:"::,.. ' ,',: '..,'.,' .. ,;i.: '. . ,. ,::':>'" :' '.' -- ",'.-, ~:~t:.,.~,,-,>:-.. .. ;:. - ':::;:;':"''''''''.-.-. :;'.'., ","-,- ..... < "">iic,::";;i_:,,,,;,;.,~; - ;:::t'...; i.<':-' i. " ..', .., ~""f "1' ,. c ' ,~. ".' .' . ,. . "" . ". ": :""~ . "". - ;:'; ; . ,- . :','. -;,' ""- ''', ;: ...... ':"., " ....;;,;"" " , ",'-' -','; . " 0' .." CJ CERTIFICATION OF NOTICE UNDER RULE 5.618\ .~ l~ Name of Decedent: Marqaret A. Whitmore \Jl Date of Death: October 17. 1994 No. 01030 of 1994 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 12, 1994: Jeffrey A. Whitmore Edward F. Whitmore ~ora A. Whitmore Address 5606 Chamberlayne Dr.. Richmond. VA 23227 ~ 221 Frvsville Road. 113. Hellam. PA 17406 Post Office Box 83. Pomerov. PA 19367 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except husband. Shirley Harold Whitmore. and son. Greaory B. Whitmore. both of whom predeceased the Testatrix. Date: December 12. 1994 signature Name James D. Cameron Address 1327 N. Front street Harrisbura. PA 17102 Telephone 1717\ 236-3755 Capacity: Personal Repreaentative Counsel for personal representative x Name Address Telephone (717\ 236-3755 Name(s), addressees) and telephone number(s) of all counsel James D. Cameron 1327 North Front street Harrisbura. PA 17102 Additional information may be obtained from the undersigned. Date:December 12. 1994 Signature Name James D. Cameron Address 1327 N. Front Street Harrisbura. PA 17102 Telephone (717\ 236-3755 . Capacity: x Personal Representative Counsel for personal representative ,. , ." '');i''-" ,. ,....... ,: - '." , ;' :,~:~i1J:" ,.' ':''':':''-''''''''~-' .. \,~,.. ~'h /,>.,;,. . - ,_.~-' -." " " '.'Y ~,;::...? ','.,.-. ','- . .""'_7""/ ...".... ,L . sr ','. ,',', .:~_;._.:;.,: fe/'i'" . ",'> - '," -, '" .,i ~.. "1".'~ "-'."" ."+'" , .. C' ...'~ - i'., ,~. ;, . , ,-, \',.'1':, , -. '.\!:, ,'; ';' , -,,' " ,.,.j " ",~,^",'''''''~~'; ">'-;"'~'''''''''''''''''' ,'". ..,........ -fs- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 1'0:3 S- ?- 0<.. } UI f Leora A. Whitmore being duly Bworn eccordlng 10 lew, doposos end lOya Ihel sho i B the AdminiBtratrix, c.t.a.. of Iho Estelo of Marqaret A. Whitmore lelo of _the....Dorou'illLof ._Cam~Jlil.L , Cumborlend Counly, Pe.. decoo.od end thet tho within I. en Invonlory me de by -ber. Leora A. Whi tmo~ ., tho IOldAdminiBtratrix. of Ihe ontlro oatelo of Itld docodont, consisting of all tho porsonal prop.rly and raal oateto, oxcopt rool ostata ouhl&'.. t. a tho Commonwoelth of Penn.ylvenla, end thaI Iho flgura. oppo.lte oach Item of the Invontory ropro..nt It'. fair valuo II of tho dato of decedonl'. dealh. Sworn to and .ubscrlbod boforo me, a Notary PU't5iC in and for the ,~I County of auphltJ , thiB, ~IU day of ,BaRch ,1995. yf/nro ~~~A / - My bmriilnsion EKpireB: (i Mt ~ I!ltt--4 . , . tn1. ~A...-.. c. --. ora A. ~1 more', III nlscriirJ.x,c.t.a ......." .,.... tl..o Po..t OfficI'! BOK 126 Pomeroy. PA 19367 Add".. Notarlol Seal Shana R, Ge er, Not My Commission EXplros Ju 20, ~ 99" ~,I'ernsytvIII1aAsooda1ion of NaIn,;... INSTRUCTIONS I. An Invonlory mu.t bo filed within three monlhs affor appolnlmonl of po..onal roprllontatlve. 2. A supplement Invenlory must be fIIod within thlrly days of dlscovary of addltlonol auoh. 3. Additional .heals may be ellached II to personalty or roolty 4. See Arllcle IV, Flduclarlll Acl of 1949. v.., Dala of Dealh 17 Doy 1994 ~ ~ ..; w .. ~ ~ ~ ffi < .. .. 11. ~ U .. I 0 .. ~ w Q '" ... ~ ~ ae .. .. 11. U. ,,; 11. E ~ ... 0 u. .... jj 0 11. ~ , W 0 -< to > Z IX -.. Z 0 " "6 c " - '" Z c3 0 IX Z w c( - 11. ." " ... .. "I: 0 .. ..0 ." ... .. E - . 0 ~ " it 0 u CD .,....,. t". ... ., "o/V'<"....., ',~<:,-'q.,.-.... - .,y;.+i>c~" .,;._..."..,,<,,!....'__~. '"_'<-"~.c;'" . Inventory of the real and porsonal oslato of Margaret A. Whitmore, doceased , , " Real Estate 1.. Property situate at 1706 Lincoln Drive, Camp Hill, Pennsylvania, more particularly described in Plan Book 1, 'Page 26 and Plan Book 3, Page 106, Cumberland County records. Net proceeds from settlement $60,652.65 Proceeds released from escrow 100.00 ~. .. I . $60,75 65 Personal Property ;.......;. 1. Beverly Enterprises Pennsylvania, Inc. (reimbursement). - -. ... -"''-' 2. Metmor Financial Inc. (escrow refund) 3. GEICO (insurance refund) (~ " ' 4. Rent November 1994 5. Rent December 1994 210 0 .,....... .,.... ... I. TOTAL INVENTORY $61,83 80 \C ~~ '0 III ':<f 130: ...)~ - :z;; 1'! ~ (,> ,,' 0 i.. ,. t_) ,) .3 N .., -", ~ C tu '1' ~ ., "C1~i; 0'0; eI) '. ..0 hj(l) ~ ~~ a: a: ....... I... " IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 1030 OF 1994 FILE NUMBER 21-94-1030 FIRST AND FINAL ACCOUNT OF LEORA A. WHITMORE, Administratrix, c.t.a., OF THE ESTATE OF MARGARET A. WHITMORE, DECEASED, Late of Camp Hill, Cumberland County, pennsylvania Date of Death: October 17, 1994 Date of Administratrix, c.t.a.'s Appointment: December 8, 1994 Advertisement of Grant of Letters: Cumberland Law Journal: December 23, 30, 1994, and January 6, 1995 The Patriot-News Metro West: December 20, 27, 1994, and January 3, 1995 Accounting for the Period: October 17, 1994 to December 1, 1995. Purpose of Account: Leora A. Whitmore, Administratrix, c.t.a., offers this Account to acquaint interested parties with the transactions which have occurred during her administration. The account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: James D. Cameron, Esq. 1327 North Front street Harrisburg, PA 17102 (717) 236-3755 SUMMARY AND INDEX Page Current Value Fiduciary Acquisition Value Proposed Distributions to Beneficiaries 10 $39,450.26 $39,450.26 Principal Receipts 3-4 $71,310.12 $71,310.12 Net Gain (or Loss) on Sales 4 -0- -0- Less Disbursements: Debts of Decedent 5 13,918.72 13,918.72 Funeral Expenses 5 9,119.36 9,119.36 Administration Expenses 5-6 1,094.68 1,094.68 Federal & state Taxes 6 2,023.00 2,023.00 Fees & commissions 6 5,000.00 5,000.00 aalance Before Distributions $40,154.36 $40,154.36 Distributions to Benefioiaries 7 1,500.00 1,500.00 principal Balance on Hand $38,654.36 $38,654.36 For Information: Investments Made 8 $40,321.77 $40,321.77 Changes in Investment Holdings 8 -0- -0- Income Receipts 9 $795.90 $795.90 Less Disbursements 9 -0- -0- Balance Before Distributions $795.90 $795.90 Distributions to Beneficiaries -0- -0- Income Balance on Hand 795.90 795.90 Combined Balance on Hand $39,450.26 $39,450.26 2 RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value Assets Listed in :Inventory (Valued as of Date of Death) Tangible Personal Property: None Intangible Personal property: 11/18/94 Leora A. Whitmore (rent received--November 1994) $ 01/23/95 Beverly Enterprises Pennsylvania, Inc. (personal care account) 01/24/95 Metmor Financial Inc. (refund of escrow account) 03/15/95 GEICO (homeowner's insurance refund) 03/27/95 Leora A. Whitmore (rent received--December 1994) Real Property: 01/07/95 02/10/95 03/14/95 Dorothy T. Koth (downpayment on sale of real estate) Net proceeds from sale of real estate Proceeds of sale of real estate from escrow 210.00 313.22 233.16 111.77 210.00 6,650.00 54,002.65 100.00 TOTAL INVENTORY $61.830.80 3 Receipts Subsequent to Inventory (Value When Received) 11/23/94 11/23/94 Jeffrey A. whitmore (cash advance for funeral expense) Leora A. Whitmore (cash advance for funeral expense) 1,500.00 1,500.00 (To be Received) PA Inheritance Tax Refund (overpayment) 284.08 Proceeds of sale of real estate from escrow (held in anticipation of payment of PA Department of Public Welfare lien) 3,067.37 Proceeds of judgment secured against Camp Hill Care Center (PA Department of public Welfare lien and court costs) 3,127.87 TOTAL RECEIPTS OF PRINCIPAL 971.310.12 GAINS OR LOSSBS ON SALES OR OTHER DISPOSITIONS None 4 DISBURSEMENTS OF PRINCIPAL Totals Debts of Decedent 03/02/95 Discover Card Services 03/02/95 Sears, Roebuck snd Co. 03/02/95 Montgomery Wards 03/02/95 PA Neurological Associates (medical expense) 03/10/95 Boscov's 03/23/95 Harrisburg Credit Bureau 03/23/95 BankAmericard 03/23/95 PNC Bank 03/23/95 Choice Visa (Citibank) 03/23/95 Ford citibank Mastercard 04/11/95 Ford citibank Visa (To be Paid) Commonwealth of Pennsylvania, Department of Public Welfare (medical assistance paid) $ 939.58 197.86 783.17 122.33 209.06 862.42 275.49 852.44 1,458.00 1,656.00 3,495.00 3.067.37 $13,918.72 Funeral Expenses 12/13/94 Myers-Harner Funeral Home (payment on account) $3,000.00 02/13/95 Myers-Harner Funeral Home (balance due) 3,003.00 02/13/95 Leora A. whitmore (reimbursement for funeral clothing) 63.89 02/13/95 Leora A. Whitmore (reimbursement for funeral flowers) 52.47 03/02/95 Leora A. Whitmore (reimbursement for funds advanced for payment of funeral) 1,500.00 03/02/95 Jeffrey A. Whitmore (reimbursement for funds advanced for payment of funeral) 1.500.00 $9,119.36 Administration Expenses 12/08/94 Cumberland county Register of wills (probate fees) 12/08/94 Cumberland Law Journal (legal advertising) $147.00 40.00 5 ,.'.....~(::~~t,1~1"'~rrW.iW.ii.~'"ti'>i"'~~~~~~tttffJt"n~~"'...~,.:. .;:.......""~t ....--- .. M "".....L:...~:..:~~.t.~ . . 01/10/95 The Patriot-News Co. (legal advertising) 48.95 01/10/95 Borough of camp Hill (sewer bill) 55.00 01/10/95 Lester G. Connor (real estate appraisal) 250.00 03/02/95 PP&L (eleotric bill Jan./Feb. 1995) 215.71 03/02/95 PA-American Water Company (water bill for Jan./Feb. 1995) 44.52 03/23/95 Cumberland County Register of Wills (filing fee for Inventory) 10.00 07/24/95 Cumberland county Register of Wills (filing fee Inheritanoe Tax Return) 15.00 08/22/95 Hon. Robert V. Manlove (filing fee) 60.50 (To be Paid) R. William Wire Associates (preparation of Estate tax return) Cumberland county Register of Wills (filing fee--First and Final Account) 250.00 105.00 $1,094.68 Federal and state Taxes 01/13/95 Cumberland County Register of wills (payment on account for PA Inheritance Tax) 2,000.00 (To be Paid) Pennsylvania Department of Revenue (fiduoiary income tax) 23.00 $2,023.00 Fees and Commissions 02/13/95 James D. Cameron, Esq. (attorney fee) 03/02/95 Leora A. Whitmore (personal representative commission) 4,000.00 1.000.00 $5,000.00 Total Disbursements of principal: $31.155.76 6 , .'-<",,-,,",~~1~.~~--"-'---"-" . - - - . - .' < , Total" Distributions to Beneficiaries : Sl. 500.00 7 . PRINCIPAL BALANCE ON 'HAND Current Value, - - - < Fiduoiary , Aoquisition Value $38,654.36 $36,654.36 . INFORMATION ' SCHEDULES-PRINCIPAL J:nvesblents" Made 03/01/95 03/17/95 03/27/95 . Deposit to Core states Capital Growth aooountno. 1408435117 Deposit to Corestates Capital Growth aooount no. 1408435117 Deposit to Core states Capital Growth' aooount no. 1408435117 $40,000;00 . 111.77 210.00 - S40 ;'311/.77 .- Changes in Investment Holdings None . ~. - - ._~~_.., RECEIPTS OF INCOME Dividends None Interest 03/31/95 Core States capital Growth Account number 1408435117 04/28/95 CoreStates capital Growth Account number 1408435117 05/31/95 Core States capital Growth Account number 1408435117 06/30/95 CoreStates capital Growth Account number 1408435117 07/31/95 CoreStates capital Growth Account number 1408435117 08/31/95 CoreStates capital Growth Account number 1408435117 09/29/95 Core States Capital Growth Account number 1408435117 10/31/95 Core States Capital Growth Account number 1408435117 $109.09 99.58 101. 39 98.38 101.94 99.74 91. 25 94.53 9795.90 DISBURSBHBNTS OF INCOME None DISTRIBUTIONS OF INCOME TO BENEFICIARIES None 9 ~ __ "'~"""n;."i.""",,~,~-,"~.,~ .'.,1'--' ....';:f>~--.. ~r',,,.'t""'''''!~:R,m~'lJ{''''~~''r'tli'li~Xl<,~~.c'l'f/I,''4li!'E.M.;;':rri;~+~''~''WT': -,7r',':"'- <" 1',' .~~L .l\'Hk'!'~.; ,-," !,~';-; _"'"1>... ~_._,ft'-..". .,;....\.J .s.,~ii~~~-t:r.......::'F~ti'tl'i\llE'iJifL!i'9'~~~.,t~;ur~!jJ*_lJj=;".#,-"",,-""l,.~'b-..'\ v..- L.J.g~ll,.~.~~-- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary Acquisition Value Per paragraph III of Last Will and Testament of Margaret A. whitmore TO: Jeffrey A. Whitmore Cash $13,150.09 $13,150.09 Per paragraph III of Last Will and Testament of Margaret A. Whitmore TO: Edward F. Whitmore Cash $13,150.09 $13,150.09 Per paragraph III of Last Will and Testament of Margaret A. whitmore TO: Leora A. Whitmore Cash $13,150.08 $13,150.08 Total Distributions S39.450.26 10 ~~,",,---------~r1'._: -.' 1;..,"1;_\';;; _ ~______..__.___.~4'W~~~tiilli:"~~t~~.;1Y~~~ 1 "",,~~.~ Leora A. Whitmore, Administratrix, c.t.a., under the Last Will and Testament of the deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all of the significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to her knowledge, there are no claims outstanding against the Estate; and that all taxes presently due from the estate have been paid. ~""\4--c. . I;)~ Leora A. Whitmore, Administratrix, c.t.a. Subscribed and sworn before me, a Notary public in and for the County of (I~A- , by the ab9r~amed LEORA A. WHITMORE this ~ day of December, 1995. JZ:~ t? /'a'tA~ ~ry Public My Commissio Noterlel SORt t:lIrnooth ^. Calhoun, Notery Publlo Wo.' \~nconl T\\'p,. Chester Cauntv M\'Cenlmi,,;!Ont:,plro,^"I\. 16,11l1'0 ~Mnbal. Peonsylvanla Assoc\llUon ot Nola'''' 11 - . ---'-;.<..... \---'-f~l'~ ~~'t<<':"7",.~:r;v<.f _ _: ~..~m'm_ ...'. _ . JAMES DURYEA CAMERON ATTOkHEY"AT.LA'" 1327 NOUH FRONT STREeT HAklUSlUIU:O, PtWNSYLVM"'IA 11102 pon OUICf. Box 15006 HAkkUIUI\C. PA 11105.0006 LICENSED IN 10TH PENNSYLVANIA AND MARYLAND TELEPHONE, (717)231.3711 FACSIMILE, (717)232,2347 January 12, 1995 Mary C. Lewis Register of Wills Cumberland county courthouse 1 Courthouse square Carlisle, PA 17013 Re: Estate of Margaret A. Whitmore, deceased File No. 21 - 94 - 1030 Dear Ms. Lewis: Enclosed you will find check number 1091, in the amount of $2,000.00. Please consider this to be payment on account for the Pennsylvania Inheritance Tax of the above-referenced estate. I would appreciate a receipt for this payment at your earliest convenience. Thank you. JDe/s9 cc: Leora A. Whitmore, Administratrix, c.t.a. ~o ~ :tl g~ ls ~O ~ -" il.'a ~r' :l !ill?- 01;': - fl." I.AI !2,Q ::-r, ; ~ ;;g ;!Ci - -,/I) ~~ k) 00 --.J - JAMES DURYEA CAMERON ATTO"".Y'AT.LAW , t327 NOIl.TH FIl.ONT 5TknT HAIUUSlUAC, PeNNSYLVANIA 17102 Recorded-Office of Ragln!..- .. """'1 .'- ---I. - - -, - - ~. --- - - - ~ - ~ "'-', ~ JAN 13 .~11 :27 Mary C. Lewis, Register of Wills Cumberland County Court:ho'lse 1 Courthouse Square Carlisle, PA 17013 CIOf'lI' ...^.. ,"'--'. Court .. ....'.hd I. Cumberland Co., PA " 17"13-3322 23 ,..""",111,111.,1111"'"",.."11,,,1,,,."11111,.11111,11 . ... JAMES DURYEA CAMERON ATTOkNty-AT.LAW t327 Noult F"ONT ST..UT H^....".u..c. P1NNSYLV^NI^ 17102 Pon OPf'C! lox 15006 H^"".U"c, M 17108.0006 LlCINSED IN .OTH PINNSYLV^NI^ ^ND M^I\YL^ND TlLIPHONI, (717) 336.3788 MCSIMILI, 17171333,3347 July 24, 1995 Register of Wills Office Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Margaret A. Whitmore, deceased File No. 21-94-1030 To Whom It May Concern: You will find enclosed the original and two copies of the Inheritance Tax Return for the above-captioned Estate. Also enolosed is a check in the amount of $15.00, in payment of the filing fee. Kindly file the enclosed documents, and return the time- stamped copy in the envelope provided. If you have any questions, please contact us. Sincerely, ~ J~ ~.ron JDC/sg Enclosure 0 '0 'rl T:5t !': N ;"~o,. '" c. .. c - .,. lQ , ,- J r\.,: =1 . ri). 8 ..!. l;~ en 4" "'0: ~ ':, E a: ..!!!:. 00 A{;~~t~;);h.}~,t . ~::'-.'. "'-J,.~.Iilt3.:1h ~I{~~.....~.. f1 I J' ~J S'-'~ E 1 ~, iJ ,., , '.. 'J .~;.. ~t'.... . III """'~k ' '" ,." 1"11;.. -II' ..~ "&11 "13 -,., ,.~ .. .. p .. -.. -.. ". .. III .... .... -. pi ",J ", f,J .. ,~ .. '" .. ..., -~ ,.., tJ , . ... l., C o;;:t C\l ...J :::> ...., :E a. ...... " ..... ~ " c:= ::J .J .I) a:. 0:: <t .... :.r; (}) 01 . ~ a.. .-. I"- ,..., ~ t'J c:: ::> m Cf1 c.. C:. <:: :r .. - - .. . .. ,. -.. ." -. fi1 .... :~ - .... .... -.. -.. .... -.. .... .... .... .... -" -.. ,.J ., lID (11 SJ ;..J . " ., 12 - ,J ~ _l fD C) - m tn tn i: ,D) -. - ~ l+ fi..3 J 1 \ " . r , Ii' " " ... ~. , , :! I i: /1 I: . . : 1 z 2 N o ~I-Ll t; is E :s ~ ~ ~ .:. z ;! < ~ ~ x LJJ?;:;u..z >-- :i i: &: oJ 0 " . ..... .. 0 u ::> .. z " 1"'\ < " ~ ...... N ~ II') !:l ~ I-Ll :1i ~ I Ii 1~ :!P .:~ J ~ 'I '1 .;J . .\ . ,i' I tJ 1.1 .:l , ~, ;, ~., . . \ j ,./ )J ..JiJ;O'I__,'~"~~!;j ~ -~ ~ .' , ;.. ':,., Ol III :I o Ol.c: U.j.J .... I-< ....:1 ....8Ol'" o 1-<.- III >'IllC o-j.j.J :I.... ..... s:= tJI_ .... :I t'l ~ 8 ~l.o: .... 1Il~ O'C :I III 0 , I-<1ll.c:Ql Qlo-j.j.Jo-j .j.JI-<I-<1Il III Q' :I.... '.....Q o~ tlleuiil &8.-u "i g Vd ") "......, ,,,,un::> "':al::> t i ',-: ~... ~7. 'lff']5, tV ......IHw' , l:1 . :';"l:! ", . I't:V.I,SOOfl+lll.\l11 ~ ti~l< ......lS ':1:2... u..... ... C( ~!Z DC'" DCCl OZ UO ... ..,.. ~ ;. ~ ".. 1r.I'~. ,.... ,. -. .,..- CQMMONW(Al1H Of 'fNNSVlV...NI... Of.,"'UM(Nl Of IIfVfNUf. DfPl ,,0601 H.....I&lUIIO.'... 11121.0601 , I I j": J' /1 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) E: .0. OATIS O' DIATH Ani. 12/31/91 CHICK HIRI If A lPOUIAL POVIUT CnDIY II CLAIMID 0 fill NUMI.. 21 COUNIY CODE 94 YEAR 1030 NUMIE. 15 fil 1Il Cl Whitmore, Margaret A. I 1M'" I H 1706 Lincoln Drive Camp Hill, PA 17011 Cumberland o 3. Remainder Return (for dolo. 01 doolh prior 10 12.13.821 o 5, Foderol E.,o,o Tax Return Required -D8. Total Number of Safe Depall' Boxe. .. 10/17/94 o 2, Suppl.monlol R,'urn 09/18/20 222-10-0721 I[] " Original Rolurn D~. lImlt.d E,'ol. COUll' o .40. Fulure lnterlll Comproml.e (for dOlo. of d.olh oher 12. t 2,82) 0Cl 6. Decedent Died Testate 0 7. Deceden' Molnlalned 0 living Trust (Attach co of Will) (Attach cop of Tru..) AU CORRESPONDENCE AND CONfiDENTIAL TAX INPORMATlON SHOULD BE DIRECTED TOI N M l M I ... .' -., ','-",.'--,-' , ,,"' ,~~. "-I James D. Cameron, Esq. M Post Office Box 15006 Harrisburg, PA 17105-0006 236-3755 57,170.02 - 0 z o 3 E ~ DC 1. Rool E,'olo (Schodul. A) ( 11 2, Slack. and Bond. (Schodulo B) ( 21 3, Clo.oly H.ld Slock/Portno..hlp Inloro.. (Schodulo q (3) ~, Mortgog" and Nolo. Rocolvoblo (Schodulo 01 I ~) 5, Co.h, 80nk D.po.I" & MI.collonoou. Po..onol Proportyl 5) (Scnodulo EI 6, Jolnlly Ownod Prop.rty ISchodulo FI 7, Tron.fo.. (Schedulo GIISchodulo l) 8, Tolol Grall AII.I.(lololllno. 1.71 9. Funeral Expen.es, Admlnlslrative COSIS, MI.eelloneous t 9) Expon.o. (Sch.dul. HI 10. Dobh, Mortgago Uablllllo., lion. (Schodul. II (101 11. Tolal Dodudlan. (10'01 IIno. 9 & 10) 12. Nol Voluo 01 E,'o'ollino 8 mlnu. IIno 111 13. Charitable and Governmental Beques.. (Schedule J) 14. Net Value Sub ed to Tax (line 12 minus line 13 15. Amounl of line 14 taxabl. at 6% rote (Includo voluo. from Schodulo K 0' Schodulo M,) 16. Amount of line 14 taxable 01 15% rote (Includo voluo. from Schodulo K 0' Schodul. M,I 17, Principal lox duo (Add lox ',om IIno 15 and from IIno 16,) 18. C,edits Spousal Poverty Credit Prior Poymen.. Discount Inleresl - 0 - + 2,000.00 + 95.06 - 0 - 19. If line 18 Is greater than line 17, enter the difference on line 19. This Is Ihe OVERPAYMENT. 1i1/!] 20. If line 171. grealer .han line 18, enle' Ihe difference an line 20. Thl. Is the TAX DUE. A. Enler the Intere,' an the balance due an line 20A. B, Enlor Iho 10101 olllno 20 and 20A on IIn. 208, Thill. Ih. BALANCE DUE. MaSee Check Pavable tOI Regllle, of Will., Agent (17) 1,806.23 (181 2,095.06 (19) 288.83 (20) - 0 - (20A) 0 12081 - 0 - - 0 - 0 - 1.078.65 ( 61 (7) - n - 0 ( 8) <;8,248.67 14.226.12 13,918.72 28,144.84 30,103.83 - 0 - (11) (12) (131 (14 30,103.83 1.806.23 (15) 30,103.83 - 0 - )( ,15" )( .06 iii (16) z o g ... :I: 8 ~ Ched here if you CHV fvqul..!.ting 0 rofund 01 your overpayment. .... II SUD TOANSWIR AU QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.... I. Under penaltl.. of perlury. I d.clarelhat I have examined Ihls r.lurn, Including accompanying schedul.s and stat.menh, and 10 th. b.1I af my !cnowl.dg. and belief, It IIlrue, corred and complet.. I d.c1are Ihal all real .slale has blln reported at Irue morkel value. Declorallon of preporer other than the p.nonal r.pr.s.ntativ. II bas.d on alllnformallon of which preparer has any knowl.dg.. IfON"'WRE Of PERSON RESPONSIBLE 'OR 'IlINO RETURN "'DDRUS DAlf. 'r't.L P.O. Box 126, Pomeroy, PA 19367 D,,"111~/<tS 1327 N. Front st., Harrisburg, PA 17102 7/IL/~r l' . ..,,~. _", _, L.>.,.',,"-"'.'-'.....;... ,.. ,.",.,14;"" "1:l1l<.....j-"~..~,,..:.."..,'~;;.--,.;'.,.. ;,.... 4 ....;..' -,.,,'. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS. _'m__t:lo_ 1. Did decedent make 0 transfer and: a. retain the use or income of the property transferred, ....................................... x b. retain the right to designate who shall use the property transferred or its income, x X c. retain a reversionary Interost or .................................................................... d, receive the promise for life of either payments, benefits ar care? ....................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................. X X 3. Did decedent own an 'in trust for' bonk occount at his or her death?...................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. (j .~? o 'rl N 0.. t::~ "0.; " - , Kl ~ OJ '. .u ;l3 t: -:> UU ",'j o ~;: (.J C'l we: a: ~ .~-.-.-..-..-.---- ~_., . .. . ~. ".,I5112.x. 112,151 '* COMMONWEAlTH 0' peNNSYLVANIA INHUITANCI lA.X UTUIN UIIDINT DICEDENT _ ESTATE O' 1~ SCHEDULE A REAL ESTATE FlU NUMBER "~ Margaril~~WhitmorlL___ ___. _ om. .__ ___ __ ..__... ,..__ .. ..21-94-1030 - ._- ('..perty 10In,lv-own.d with RighI of Survt.o..hlp mu.' bo dl.clolld on Sch.dulo ') All root "'0'0 .hould 100 ,oporl.d 0' 101, ma,h, .oluo which I. d.hnod a.,h. .,Ico 01 which p..perlv would bo ..chang.d botw.on 0 willing buvo, ond a willing '011", nollh" botng comp.llod 10 bu or ,011, bolh ho.ln ..o.onablo knowl.dg. of 'ho ..Io.an' fod.. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I. Real property situate at 1706 Lincoln Drive, Camp Hill, Cumberland County, Pennsylvania (net proceeds of sale) $57,170.02 TOTAL (AI.o onl" on IIn. I, Roc~pllulollon) (" more .pac. II "..d.d, in..rt additional .h..,. or lame sin.' .__......~~_".__ _.~...... ,~.....~_.."'_._..-.....,..._...____._.....,~... N",.. 557,170.02 \.;; " A. SE1'fl,EHF.IlT BTATEHEIlT U... OlrdlNENf 0' MelIIUIG AlII laW IlIVltCIf'MIln "NO ZlOz.l)l6J ttil 1 , I I I i t. "'1 Of LDQ 1.11 ,. I. I J'''' J. I I I:CIfW. UnIl'I" flU -...11 11'. LCWI "'U -Ii. ...,.... ,.. tAil tI.IiIIIl 4.IIVA So I I Com. IN. 1:01. CAG C. IKIllllhl. ,.,.. II fuml-"Id to !!..v. you . ,'.1--.1 .f HtUl' ..ul--.I COI". ~I' p'ld '0 ....rrC tho ,,"'__t ."", or. .hown. 11_ .rhd -(POtI- ...,. peld auul. tho cl..,"" thy.,. .hown hi" for Info,..' _l ~.. .,.. In nol lnchdtd In th. loll". 4.1 U.94 C4lICOIII~ D. .". AlII _UII 0' IOUCU' I. ItAMI AIID AOO'"I or IILLU ,. ._ AIm ADOI..I or UlClfl DOlO"" ,. 101. lIIAfI 0' MUGAlU A. VIlltDe .W1I1 II. 1fI'. I IOSI II. 10'N U"A IIIIIAI Na 10M IICIWIU:'UI. PI. ,m, G. "OPun LDCAfUlI N. ""U"" AGOI I. IInUtClII DAlE 1706 LlIlCOlN OIlYl .IDllAn MilIA!:' CCII'AII' u.. IILL, 'A flU" 'ebrulr, 10, '"' PLAC' D. IUI1UNlIlf Inl MAUlt lUlU tNIllllLL, 'A 11011 J. aIIWIf Of IOUMI'1 1WlACtlOlll r. 1tIIWl, 0' IUlU't tlAlflACflOlII 100. GAOII ~, N 'ION aiMS 400. GAOII MCUlI ow 10 IlLLU 101. ContrKt 10'" 'rlc. 66,500.00 401. CanltHt ..,.. 'rln 66,500.00 101. ,.rtClnllI 'roperlr 01. ,.rtClnll' 'roperty lOJ. ..ttl--.t a..r... t. I.rrwer line 1400 1.5:54.61 .... ,... .... ,... .... AdJu..~t. 'or It_ plld by ..Il.r In __. AdJusl.....t. 'or 11_ pi d by '"ler In~. 106. cltr/t"'" t.... .. 406. clly/l.... t..... .. 107. CGUtty t.... .. 407. CCU'lly t.... .. 101. Ichool ,.... 02."." to 07'01." JIll, " 401. Ichool ,.... 01'10'" 10 07'01'" .... " ,... .... no. 410. 111. 411. 111. 411. 110. GlOlI NlCIMI M IItIIl IORltllU 68,421.99 420. GlOl. NI1Ifl our 10 lULU 66,881." lOO. NIUf" PAID I' ell IIf IIW' Of ICIlIMI SOO. llDUClIOIII ,. NlUf M fO IlLlU 1111. DIpOIIt .r ..,.,..... ..,.y 6,"0.00 SOl. lacn. DIplNIt e... lnatructl_) 1Ol. ,rlnclpal AIDU'lt ., If.. Loon(1) 60,000.00 SOl. '.ul...,t a.ar,.. to ',".r Ilns 1400 J,on.sa 2OJ. .al.tI", LHnClJ Tek", IlbJect to SOJ. lal.U", l... hhn I~JHI 10 ,... S04. 'a,.1I ., flut .rt.... loan ..,. S05. ,.,.If ., ttcond .r..... loan ,... so.. Deposit r.ulnad br ..liar 6,"0.DlJ 101. S01. .... ,... ~ ,... Ad'Ult~I' for It_ U1JAld br ,.llar Ad,,,,,,,,,u for It_ \rfJIld br I.U.r 210. Clty/lowt t.... .. SID. Clty/t..., t.... ,. 111. Cou\ly t..n 01'01." to 02.10'95 ".n 111. CCU'lly t.... O,'DI." to 01'10." .,.n 111. 1dl001 1.... .. Sll. Idloo' 1.... .. UJ. InIEI ADJ. ",,"'I1lD/" n.OJ SU. ""'I ADJ. ""95'1110/95 II." 114.. SI4. liS. SlS. 216. Sl6. Uf. Sl1. UDCII lOl 0'" Ln. 10 UAGlI I ADL", PC J,067.)1 UI. SlI. lIC1:ClllWVUlllON I(MOVI.,IIACU I ADLU, 100.00 119. SlV. 1l0. 10lAL 'AID I'''~ .IClllI 66,102.16 no. 10lAL I[DUCIION AMCIJNI DUl lULU U,UI.71 JOO. CAlM AI ""UtlIII IIDMlIO ICIIUI 600. CAlM AI IIIIU...I 10/f1CII III:U.II JOI. Gr... AIlt DUI 'r. I.rrowr (lint 120) 61,411.99 601. Or... "-vIt QUI to I.II.r (line 420) 66,aae.16 J02. L... AIlt ,.Id Jlor lorrowr Cline liD) ( 66,701.16) 601. La.. l.wctlOlW DUI I.II.r UI,... SZO) , 12,"S.711 SQJ. CAlM exlllClt I),'. PIMI 1,no.n 6OJ. CAIN (IJ 10 IJflCJt ULUI 54.002.6' Ih. ....,.Ignad hereby1.Z;.;;z ;ml: c~l.tad ccpr of pl'.' 1&2 of thl. _..t""l I etT'f .n~u u'.rrltd 10 h.,.ln. lULU ~'l>".lt__l. 1'.....J.....Jt"'\1.^t IOIICMI 'It I oc.Ol"' 1. I:01M .ITAll Of MAlUJlIT A. WI1...[ i ,. ,. " , ~, .. i , , ., 't laUeMl lULU 1Ul" (J'N) I..'A, MI 4JDS.l i I I I I I ...--. IUILlMUII "AU""t fA" Z L. IlttUMNI ttlAlllII roo. f.'" "Io.,.roll". C_ II OM .., Dn ., ce . 01,,1,.... of c_I.,I.., Cline 700. .1 f.Uows, ro,. I ',m,DO to CLAWI C. WOlI. I AIIOCIAn' rol. I 10 rGS. c_I..I... hid .. "III...,' .... 100. 1T1.' ''''AlLl I. COlIIICllot Wit. LOAM 101. LMn GrI"Mllon f.. I 101. lHn OI'COWlI I IOJ. Apprat.., h. 104. Crldlt Report 10'. LMdt,', IN~tlon r.. 106. Mort.... 'N. App. ... 101. A.."",lIon 'I' 101. "". "0. 111. .... ..,. .... 9OJ. .... .... 1000. IIIHIIYlI DIPOIlnO WITN UIIDU 1001. "lllrd .nau...nc:. 1002. Mor..... IMUl'ancO 100). CHY/I,*" ..... 1004. C~ty tu.. 100J. Ichool t.... ,.... 1007. ,.... 100. TITLE ctwlln 1101. "n'~t or Cloalnt f.. 1102. "blUH' or "U. I..rch 1I0J. fllll h_lnetlon 1104. lUll 1,.."I'I"C:o IIMlr 11M. D~t 'uJ*,aUon 1106. Notlry ,... 1107. Attorneyl, 'H' (lnchd.. ~ It_ f'IUIOtrl' 1108. tltl. INurMCI to NIDITAtI AlUlAC, caMPAN' C1nc'udn M1o'tII It. ~t'l 1102 nO) AND 1104 1109. Lender" coven.. I 1110. GwnIr-, Cowr.", , "". .nz. MOIM' III to CASN 1111. 1101"" fiE to CAIN 1200. DlMI...UI UCOltDINa AJIO IWlfEl tMAlliU n01. beordl.... ""1 D..d I 12.00 INGrt.... 1 1202. Clty/Cowtty Tn/ltlllpll oNd I 665.00 1203. 11.11 T'''II~I ONd' 665.00 1204. 1205. 1)00. ADOIfIDNAL IUIUMUI CHAlliU 1)01. lurwy l)a2. ,..t 'rwpeetlon 1)0). ADVllrlIINa COST' I)Ott. 1305. 1400. TOIAL Ilnu...T CMAllin (Enler en LI",. lOJ, leellon J wd 502, leetlon t::J 1,514.63 ),015.51 .~ "IfII", pete 1 of thl. 'UIMlnt, the .Ignllorl.. acknowledg. "nlpl of . e~l'lld eoml-Clr pag. 2 of thl. 2 pep .1.I.wII. 66.500.00. 1.??oo I . '.991.00 'AID "ON IOIltylll rl.IID1 AT IlnUMNT 'AID "ON IILLIlII 'UlDI AT IUTLI"IIT 1,995.00 ,. " ,. " ,. " " ITIM IIUUIIIO IT UIDII '0 II 'AID III HlVAlltl Inl.r.11 fr. Ul.l0.95 10 OJ.O,.95" 1I.506l150/1la'tC19 Morl.... Il'IIurwc. 'r_l~ for ....th. to ".utd 'rwur.nn Pr_l~ for 1 \'f.r. to t. liar- 1.??oo1) 111.63 ....'h. MOnlh. ."h. MOnth. ....'h. .,th. ....Ih. ....Ih. II .. II .. II II II .. ptr~lh per Mnlh per ....th per ....th p" ..,..Ih per ....Ih per Mnlh per ....Ih to "IDIlAtE AllllAC' aM'AIIr .. .. .. to "lDnAt! "lllAer tQtIlANY to .. 50.00 liT! .. "10 'liP U5.DO 495.00 66.500.00 '.00 '.00 14.00 '..1...... ,Mortl.,. I J"ortl... I 26.00 665.00 665.00 to .. to CLAllIE C. WlFE .. AUoelATEI SOD.5. ~ (41101.) Certlfl.d to be . true eopy ...... U\l-IIOII" 11.111 '*' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI.a.. Print ar l' . FILE NUMBER 21-94-1030 COMMONWIALTH O. 'I!NNSYlYANIA IMHI.nANCI TAX lnu.N .1..DlNT DICIDINT ESTATE OF Margaret A. Whitmore (All property lolntlV-OWMd with tho Right .f Survlvor.hlp mu.' 1M dllcl..ed on Schedule PI ITEM NUMBER DESCRIPTION VAWE AT DATE OF DEATH 1. Rent 2. Rent November 1994 December 1994 $ 210.00 210.00 3. Beverly Enterprises Pennsylvania, Inc. (nursing home refund) 313.22 233.16 111.77 4. Metmor Financial Inc. (escrow refund) 5. GEICO (insurance refund) S1,078.15 (A"ach additional 8\0\" lC 11" "'Hit If mor- 'pace II n..ded.) .._,.......d. . " . ""'\111 n._ I'" . COMMONWIAlft4 Of ""'N.Y~I" INtlfllTANCI! TAX InUlH aUlClNT OICIDfNT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES 21-94-1030 AMOUNT +. ....q..,.,'... . ~._H"~",,~", "'_ \.. i' ; , ! . i , I, I' I: , Ploa.. Print Dr T 0 Margaret A. Whitmore D!SCRIPTION ITEM NUMBIR A. fun...... EXfMnHIl 1. 2. 3. Myers-Harner Funera~ Home Funeral flowers Funeral clothing for decedent 1. e. Admlnlttratlvo Coml Personal Ropro.ontatlve Co"""lulon>> Leora A. Whi tmore Social Socurlty Numb.. of PonDnal Ropro.ontatlve. 1 92 - 50 - 6473 Yoar Commlulon. paid 1 995 2. AttornII)' "'"" James D. Cameron, Esq. family Exemption Claimant 3. .4. C. 1, 2. 3. A. 5. 6. 7. 8. 9. Rolatlon.hlp Addro.. of Claimant at docedont'. doath Street Addrou City Stalo ZIp Codo Prabat. Fee. Mbcolla""au. Exp....... Cumberland Law Journal (legal advertising) Patriot News Co. (legal advertising) Borough of Camp Hill (sewer billing) L.G. connor; Real Estate Appraisers (real estate appraisal) Claude C. Wolfe $ Associates (advertising for sale of real estate) Claude C. Wolfe & Associates (commission on real l estate sale) \PP&L (electric bill for Jan./Feb. 1995) PA-American Water Co. (water bill for J~n./Feb. 1995) Register of Wills (filin fee for Inventor TOTAL (Also ontor on line 9. RocapltulatlClll) (If more .pae. I. no.d.d, 'n.ort addl'lonal.ho.tl of sam. tll..) $6,003.00 52.47 63.89 1,000.00 4,000.00 - 0 - 147.00 40.00 48.95 55.00 250.00 300.58 1,995.00 215.71 44.52 514,226.12 UY.1JUII+II.tJl '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI.a.. Print or Ty . FtLE NUMBER COMMONWIAUH 0' 'INN.n.YANIA INHUtlANCt U.I U'UIH InIDIN' DleIDIN' ESTATE OF Mar aret A. Whitmore N~~~ER DESCRtPTtON 1, PA Neurological Association 2. Credit Bureau of Greater Harrisburg AMOUNT $ 122.33 862.42 197.86 939.58 783.17 852.44 275.49 209.06 1,458.00 3,495.00 1,656.00 3,067.37 3. Sears 4. Discover 5. Montgomery Ward 6. PNC~ Bank 7. BankAmericard 8. Boscovs 9. Choice Visa 10. Ford:Citibank Visa 11. Ford Citibank Mastercard ~2. Pennsylvania Department of Public Welfare TOTAL (Allo onlor on IIno 10, Rocopj'ulollon) (II more space is needed, insert oddilionaJ sheets 01 some sjze.) S 13 918.72 UY.IJUUtI2,", ESTATE OF ITEM NUMBER 1. ITEM NUMBER 1, 2. 3. . (OMMOHWIAUH O. ,fNNhlYANIA IHNI.ItANtI 'AX .nU'N 'lilOINt DICIOIHt SCHEDULE J BENEFICIARIES FILE NUMBER 21-94-1030 AMOUNT OR SHARE OF ESTATE One-third residue One-third residue One-third residue AMOUNT OR SHARE OF ESTATE Margaret A. Whitmore NAME AND ADDRESS OF BENEFICIARY RELATtONSHIP A. 1allabl. B.qU.ltll Jeffrey A. whitmore son Leora A. Whitmore daughter Edward F. Whitmore son NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequ'ltll TOTAL CHARITABLE AN? GOVERNMENTAL BEQUESTS (Allo onlo, on lino t3, Rocopilulollon) S (If more .pac. I. n..d.d, In..rt addltl,,"al .h..t. of .am. .11.) ~(Q)[PV' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) .,~y.U(),JllC+ IIPHI W .. lj~8 Woo 0.... Do'" Do c( ~~ =" oz UO Do ~ '. v ^~:~ljr 'C\ '" :(:/,. COMMONWEAlTH 0' PENNSYLVANIA DEPARtMENT Of REVENUE Of Pl. 210601 HARRIUURG, PA 11128.0601 ~ " W &l " Whitmore 104 I MI Mar aret A A All /5-;2-/1 .J<f2r ov'- c; V 'OR DATISO, DIATHAfTlR 12/31/91 CHICK HI" If A SPOUSAL POVIRTY CRIDIT IS CLAIMID 0 ,tLl NUM8IR 21 COUNTY CODE 94 YEAR 1030 NUMBER 1706 Lincoln Drive Camp Hill, PA 17011 c.,.. Cumberland o 3. Remainder Relurn (for dote. of deolh prio, 10 12.13,021 05. hd.ral Eltat. TalC Return Required _ 8. Total Number of Safe Deposit Boxel A 222-10-0721 10/17/94 09/18/20 l!9 2, Supplemenlol Return o 1. Orlglnol Relurn o A, lImlled E.lole 06, o 40. Future Inl.r..' Comproml.e (for dol.. 0' deolh oher 12,12,02) Decedent Died Tetlale 0 7. Dlcedenl Maintained a Living Trull IAlloch copy 0' Will) (Alloch co of Tru.l) Al.LCORRISPONDENCE AND CONfiDENTIAL TAX INfORMATION SHOULD BE DIRECTED TO., M James D. Cameron Es. M 236-3755 <"~ :'~ ,_ ;':;;"\'r'-':~', ;;1 Post Office Box 15006 Harrisburg, PA 17105-0006 - 0 - - 0 - - 0 - - 0 - 3r127.87 - 0 - - 0 - ( a) 3,127.87 60.50 - 0 - ( 6) 171 (11) (12) (131 114) (15) 3,067.37 )( .06 l:I 60.50 ',0/;7 ,7 - 0 - 3.067.37 184.04 o 184.04 o 184.04 20. If line 17 II great.r than line 18, enter the difference on line 20. This II the TAX DUE. (20) A. Enter lhe Intere.. on lhe balance due on line 20A. (20A) A, Enler Ihe 10101 of line 20 and 20A on line 209, Thh I. Ihe BALANCE DUE. 120B) Male. Check Payable tal Reglrtar af Will., Agen' .. BE SURITO ANSWER AU QUmlONS ON REVERSE SIDE AND TO RECHECK MATH.... Under penallles of perjury, I dedare thai I ha.... uamlned this return, Including accampan~lng schedullls and slalemenll, and to .he b.s. of my knowledge and bell.f, It II true, corr.ct and complete. I dedore .hat all rial .slale has b.en reported atlrue market value. Oeclaratlan of pr.par.r oth.r lhan ,h. personal repr.senlatlve II based on all Information 0' which pr.par.r has any knowledge. SIGNATURE Of PUSON RESPONSIBlE fOR filiNG RETURN ADDRfU DATE L..- v 50 Tinacula Rd, Coatesville, PA 19320 ~111!9&. 1327 N. Front st., Harrisburg, PA 17102 ZIZ3/,~ 1. Reol E,'ole (Schedule A) ( 11 2, Slocks ond gond. (Schodule B) ( 2) 3, Clo.ely Held Slock/Porlnerlhlp In'ere" (Schedule q I 3) A, Morlgoge. and Nole. Recelvoble (Schedule 0) ( A) 5. Casht Bank Deposits & Mlse.llaneaus Perianal Praperly( 5) IScnedule EI 6. Jointly Owned P,operly (Schedule I) 7. T,on,'e.. ISchedule G) (Schedule II e. Tolal Grall AU.'I (lata I lines 1.71 9. Funeral Expenses, Administrative Cosll, Miscellaneous ( 9) Expen.e. (Schedule HI 10, Deb", Morlgoge lIoblll,le., lien. (Schodule II (101 11. Tolol Deduction. 1'0101 line. 9 & 10) 12. Nel Voluo of E.lo'e (IIno a mlnu.llno 111 13. Charitable and Governmental Bequelll (Schedule J) lA. Nel Volue Sub ect 10 Tax (line 12 mlnu.llne 13) 15. Amount of line 1 A taxable a' 6% rate (Include volue. ',om Schedule K 0' Schedulo M,) 16. Amount of line 141 taxable at 15% role (Include volue. from Schedule K or Schedulo M,) 17. Principal tax due (Add tax from line 15 and from line 16.) 1 e. Credi'. Spousal Poverty Credit Prior Paymen's + + 19, If line 10 I. greole, Ihon line 17, enler Ihe difference on line 19, Thl.l. Ihe OVERPAYMENT. ElO z o 3 E ~ .. z o g Do :I: o u ~ (16) o )( .15 = (17) Discount Inlerell (10) (19) Chuck hvro if you ow rocluuslino CJ ,olund of your ovo,payment. 184.04 ",..,I . ",'0-'-,"._...0..;..;......".<"..,_"'..."......_..___.<".....,. , .. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ("') IN THIS APPROPRIATE BLOCKS. _Y.~. _tl(), 1. Did decedent make a transfer and: a. retain the use or income of the properly transferred, ....................................... b. retain the right to designate who shall use the property transferred or its income, x X X X t. " t t c. re cln 0 reversionary In eres or .................................................................... d. receive the promise for life of either payments, benefits or care? ....................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding deoth transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................. 3. Did decedent own on 'in trust for' bank account ot his or her death?..................... X 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. '. 1 . '.;'/,:. Fifi:S/tf!tH:;~~,~J,,~,tf{!::~11:(''f: .,', .~;.~';~i.r,.I,t;.:~'t:'ii:NK?1.,~jt'.~__.- - ' 1.\lUoi... P"7I '*' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plea.e Print ar l e FI E NUMBER 21 - 94 - 1030 CQMMONW,AIT" 0' "NNSYlVAN'A INK.lnANe. fAX lININ ..UDINf DIC.DINT OF Margaret A. Whitmore IAU ,_rtv Ielollv-ewood with th. Riehl .'..",I_.hl, m." be dl"I.Hd .n khod... '1 N~~ER DESCRIPTION VAWE AT DATE OF DEATH 1. Payment received from Beverly Enterprises, Inc. in satisfaction of judgment of District Justice Robert V. Manlove, dated September 22, 1995 $3,127.87 S 3,127.87 IAnoch addlllonaI8~" x II"" ahMt,lf mora .pace" n..ded.) Margaret A. Whitmore ITEM NUMBIR A. 'uINral Expo""'1 1. 'Ojo' \. e; I{ ~ t~\ -;: ~ ""'Ull".'.... a. 4. C. 1. 2. 3. ... 5. 6. 7. 8. ,,1;.~~tj~~'.~'f-:;'!~.,.~-r4}'I:?::.fl.~~_;::-_..'\I'/.:...~~ !..'r. ~~.;-.:' ;__...____~.....-.~ --.-- ,~. . ' - ~j~- ..o--..;..Y" :_~~-_.,,- -.;...\i~ ~: . .......,' t.- -;..;>":. ~.C'."_..- ~.... .... ""_''- ..'.>-'-.. "'__. ' * COWAONWlAlfH Of NHH'''~IA INHUJTANCI TAlC IIfUlH IIIIDIHT DlelDINT SCHEDULEH FUNERAL EXPENSES,' ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES P1oco.. Print Dr T 0 21-94-1030 D!SCRIPTION AMOUNT 1. Admlnl.tratlw Coml PollOnol Repro..ntoll.. Commissions Social Security Numbor al Pononal Repro.ontatl",,, YlKlr Cammlulan. paid 2. AtlOmoy ""0. 3. Famlly exemption C1almanl Add"," of Claimant at docadent'. death Street Add",u Relationship CIty State Zip Coda Probato Fee. Mlacollan_. Expon'oll Filing fee--district justice 60.50 TOTAL (AI.a anlo, on line 9. R.copltulollonl (If moro .poc. J. no.s1.d, In..'' additional .ho.t. a. tClm' .1...) 60.50 s -. -...... -.......... -"- . - , ..--------...:-------------- ---------------.------ ------ ~\':~('.'';;<;i;.H;'.. · COMMONWEALTH OF . PENNSYLVANIA Di~~~~.9?2~09 '. " DIPARTMINTOfREVINUI M~;";i;'I;"Ij' . . ". . "OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX, ,~.!.~\? - ,1 I ! r; [ 'I,' . j' RECEIVED fROM: & ACN ASSESSMENT r;t CONTROL ... NUMBER AMOUNT CAI'lERON JAMES D 1327 NORTH FRONT ST 101 fe,eee.eo HARRISBURG PA 17102 -'040Hflt ESTATE INFOR/MTlON, I!:'I FILE NUMBER U 21-1994-1030 I!:'I NAME OF DECEOENT ILAST) ~ WHITMORE MARGARET II DATE OF PAYMENT m POSTMARK Dl\Tf COUNTY '010 HUt SSN 222-10-0721 IFIRST) IMI) A CUMBERLAND OATE OF DEATH REMARKS JAMES D. CAMERON m TOTAL AMOUNT PAID /' t:- RECEIVED BY SEAL CHECK_ 1091 REGISTER OF WILLS -----------------------------------------~-0--~--. '" ." I . . '" r ., --- . -~ -- , -~- ". .,-'-- -----.- ~..__...~ .1:1 \. , /5 -.;/.... 1/ t/ REV-1547 EX AFP (12-94* c:IMtCINWULTH Of' PENClYLYAHIA DEPARntEKT Of' Rn'DIE IUREAU Of' INDIYIDUAL TAXEI DOlT. "0601 HARAIIIUAG, Pi 17111-0601 ACN 101 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSKENT OF TAX DATE 11-06-95 o FILE NO. DATE OF DEATH 10-17-94 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUllNIT THE UPPER PORTION OF THIS FORN WITH YOUR TAX PAYNENT TO THE REgISTER OF WILLS. NAKE CHECK PAYABLE TO "REgISTER OF WILLS, AgENT" REMIT PAYMENT TO: JAMES D CAMERON ESQ PO BOX 15006 HBG PA 17105 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AllOUt'It R..i ttod CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifili:i!i4-j-ix-liFP-iiz-':9tir-iiiifici--oF-iiiiliifiTANci-YAx"iippRiiiiiiiiii'r;-lii.UiwANci-iili-----------m-n DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WHITHDRE MARGARET A FILE NO. 21 94-1030 ACN 101 DATE 11-06-95 TAK RETURN WASI t X I ACCEPTED AS FILED t ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 Eatot. CSchodu1. A) (1) 2. Stock. end Bond. tSchedul. BI C21 S. Cla..ly Held Stack/P.rtnerohip Int.r..t CSchodul. C) CS) ~. Nart_.lNate. Receivabl. IScheduh 01 I~) 5. CtlahlBMk U.poalt.mlac. P.l"'aonal Property (Schedul. E) (5) 6. JOintly Owned Property CSchedul. FI 161 7. Tr~.f.r. (Schedul. OJ (7) I. Tot.1 A...t. 57.170.02 .00 . DO .00 1.078.65 .00 .00 CB) 58.248.67 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. F....r.l E_.../AdII. Caato/Nha. E..."... (Scheduh H) (9) 14,226.12 10. llebtolllart_ Llablliti../Ll.". t~chodul. I) ClOl 13.918.72 11. Tat.1 Doduatian. (11) 12. Het Vol... of TlllC R.turn (12) 15. Choritabl./Gov.rneent.l Bequo.t. CSchodul. ~I 115) 1~. Het Vol... of Eat.t. SUbj...t to TlllC (1~) NOTE: If.n .......Bnt w.. i..ued previDu.1y, line. 14, 15 and/or 16, 17 .nd 18 will ref1.ct figure. th.t include the tot.1 of ALL re~urn. aB.e..ed to d.te. ASSESSMENT OF TAX: 15. Aeaunt of Line 1~ .t Spau..l r.t. C151 .00 IC .03. 16. Aeaunt of Line 1~ tlllCabl..t Lin..lICh.. A r.te C161 30.103.83 ll.06. 17. ~t of L1n- 14 taxable .t Coll.t.ral/CI... I rat. (17) .00 X .15. lB. Princi..l TlllC Due CIB) ?A . 1 44 Ria 30.103.83 .00 30,103.83 .00 1,806.23 .00 1,806.23 TAX CREDITS: PAYNENT DATE 01-12-95 RECEIPT NUIlIl E R AA022709 DISCOUNT C+ I INTEREST C-I 90.31 AIlOUIlT PAID 2.000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2,090.31 284.08CR .00 284.08CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR cALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN U, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) Q...,- I} ~ 1:-,:' ,~; ii, ~i'l '~, f:-, -',I '! -':I .it ~ .'1 tJ ~ <. < ,...,_.........___~...:..~~.~,.:l'::tl'tn,:~~t RElDYATlm.. E.tat.. of ........t. dv1". an Dr before o.o..ber 12, 1'11: .. If .w futun 1ntsr..t 1n U. ..t.t. 1s t...,.ferAd 1n pa....llon Dr enJo,...t to Cle.. I (ooU.t....l) benefilller1.. of the .....,.t .ft.r U. up1nUon of 8ft>>' .st.te for Ute Dr for veen, the co.orwHlth hereby up.....lw 1"'"'''''' the r1ght to ..,re1.. ... ...... tran.fer lmarlt__ T... et the l_ful Cl... I (coU.t.nl) r.te on .w ..., future 1nt.r..t. ...-"" HOTlal To #\IUlll U. requ1r.-ts of IeCIt10n UU of the lmartt__ .... E.t.t. Ta Aclt, Aclt 2Z of lnl. 71 P.I. IeCItlDfl 1140. PAYMDfTI Dlltech the tap partton of thh Nottce ... .-It ..lth your PI~t to the R...1st.r of W1U. prlnted on the rever.. .1de. --Mlk. chick Dr ....v order ~1. to. REGISTER OF MILLS, AUENT AU paywwttl ....lnd ...U 'lnt be ...,.Ued to .w 1nt.r..t Ntllch RV be due ..lth InW r_lndlr ...11ed to the ta. RU\IGJ (CRh A refund of . taM credtt, Ntllch .... not r....tld on the TPI R.turn, .." be ......ted by CMPl.Ung In "AppUcetlon for R.ft,nd of fWw'lQIVlnl. lmarlt-. end E.t.t. T.... (REV-U1S). Applicatlon. '1'" evalllbl. at the Off1C1 of the ......tsr of '11111, any of the D R....... D1Itr1ct Dff1ce., or by call1nl the IIPHIIl Z~-hour "'....1"1,... ..rvlee .......0.1". far font. Ordering I In Pemsylvenl. 1-1'0-)61-1151, outslde Pem111v.n11 and ..I thin 1000l ~rr1~ra .r.. (717) 717-1094, TlDt (717) 771-"251 (Hearl", 1.,.lred Onlv). :.'" DIJ!CTIONII ArrI ~rty In In..r..t not ..tbUed ..Ith the ......I...."t, ,UDM1nC8 01" dl..U......- of dIcIuotlon., or .......,t of tlX Clncludl,... dlMOUtt or 1nt.r..n I' IIhowl on th1l Mattce ..It abject ..Ithln .l.tv (61) dew. of r...1pt of th1l Nottce byl ;" --..rltt.., prot..t to the PA DIpIrt.ent of ..venue, IoIrd a. Appell., Dept. "11121, Hlrr11bur., PA 17121-1011, --.lMUon to ..". the _tt.1" dltsrtllned .t &ldlt a. the ICCOUnt of the per.....l repr...,t.U.,., OR --.....1 to the Drphan.' Court. OR "1111" lmu.TlVE CORRECTIONS I FlOtull .rNln dllco"'l"ld on th" .......,t -.ould be addn... In ..r1U.... tOI Pi Deper~t of RI'VWIUe, lureeu d' Individual T...., ATTNI Po.t A.....-ent R.vl.. unit, Dlpt. "10'11, ~rr1.bur., PA 17111al'll PhOne (717) 717-'SOS. ... PI9I ) of the booklet ''In.truotlon. for Jnherltance TalC Raturn for a R..ldent ~t.. (REV-1Sll) far an 1XP1~tlon of ~ln1.tr.t1velw carreatlbla .rror.. DJICOLIfT I If WlV tu due 1. p.id ..lthln \hr.. (5) calendlr eonth. ,Ulr the decedent'. dIIIth, a fl". perant (51) dhcount of the tax p.ld I. alIDMld. Int.r..t 11 chlr.... blglMina ..lth flr.t dew o' dll1l'1C1U1ftO)', Dr nine (t) aonth. end _ (l) day fl"Oll the dlt. o' dIIIth, to the dlt. of ~t. Tax.. ....lch bIc-. delinquent be'ore ""'1")' 1, nlz bill" Int.r..t at thI MIte of .1lC (6%) ~rClftt ~r ..... calcul.ted at . dllh rat. d' .DDDJM. All tu.. ....Ich bee-. .11,...."t on end .ft.r "...ry 1, 1'1" ..Ill bur lnt.rllt It I rat. which ..Ill WI")t fr.. calendlr wear to cal....r WAr ..Ith thet rlt. ~ bw the PA Deper....t of Rev.... The .....UClbI. Int.r..t r.t.. for 1"" through 1'" '1"" JNTERESTI !!!r Int.r..t ..t. DIlly Jnt.r..t ,..tar ~ Int.r..t Rlt. D.II. Int.r..t ,..tor 1HZ ZOX .DDaS41 1917 9% .Dl1I.47 INS 1'" .OID4J1 1,"-lnl 11. .unal I'" 11. .OUSDJ I"Z 9% .ID0I47 1'" ISZ .000Ss. I"S-ltM 7Z .DDIl91 I... lOX .00117. I"S .. .0101.'" --In'.r..t I. calcul.ted .. foU...., IIITE11ElIT . BALAIlCE OF TAll UlIPAID X IIUtlBER DF DAYS DELINQUENT X DAILY IHrEIIEIIT FACTOR __Any NoUce I....,. .ft.r the tu a.c-. dell....,..,t ..111 reflect WI lnt.n.' calculltion t. flft..., US) dIy. bewond the dete o' the .......,t. If p.,..,t 11 ... .ft.r the Int.r..t COIIPUtltion dlt. Mown on the Notlce, Iddlt1_1 Int.r..t aul' be c.lcul.ted. __ -. '_ - - ~~. '.-..-0. _ .... .....- - - '--- ,- ~ ....;...:,;,:'"-- '-~.- I ,,"....11 -I . ----------.---.- RECEtVED FROM, & ACN ASSESSMENT P:' CONTROL ~ NUMBER AMOUNT CAMERON JAMES D POBOX 1:5006 101 .IB4.64 HARRISBURG, PA 1710:5-0006 l'OlOHflf IOCOH,., ESTATE INfORMATION, m I NUMB R fi'I 21-1994-1030 m NAME OF OECEDENT lAST) ~ WHITMORE MARGARET II DATE OF PAYMENT II POSTMARK DATE COUNTY SSN (fiRST) A 2ee-l0-07el (Mil CUMBERLAND DATE OF DEATH .I j I J SK I I,; 1,./ , i/I . ,. { "'{'II I ...., . RECEIVED BY ,.." - . , " ".' -' .,j I :' / J., MARY C. LEWIS j. /{".'I ;'.'.j- i REGISTER OF WILLS REGISTER OF WILLS . .~# -- - ----------. - -- --- -, - -- - -._~- - -r-.-;,,:"~l~-S REMARKS D CAMERON m TOTAL AMOUNT PAID .184.01, SEAL CHECK" lee6 .... 't: \, ' . . ~. . -: -1-- '.' .~ I' _~. .0_' ..----. _. f' . -, .. ...-'~ . -'-.---- --~ ..~- - ~- .. .'....... , ! I 15-~-;/ REV-1607 EX AFP (12-94* CO...OHwnLTH Of PENNSYLVANIA DEPARTtE"T Of' RfYEtuE &UREAU OF INDIVIDUAL faXES DlPT. !lUll HARRIIIURO, Pi 171rl-0'01 ACN 101 INHERITANCE TAX STATEMENT OF ACCOUNT DATE lZ-04-95 WHIIMORE MARGARET A FILE NO. Zl 94-1030 DATE OF DEATH 10- 7-94 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR AcCOUNT, SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX PAYIIEHT TO THE ADDRESS SHDIIN. twCE CHECK PAYABLE AND REHIT PAYHENT TO. , JAMES 0 CAMERON ESQ PO BOX 15006 HBG PA 17105 REGISTER OF WILLS CUMBERLANO CO COURT HOUSE CARLISLE. PA 17013 A.ount R..lttod -\ L. CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR FILES ~ iii:ii=i6ii'i-iif-"Fji-nZ-:9iii------iiii.--iiliiiRiTAiic'E--;:Aif-STA'fiiiENY-i1TA'ifcoiJiif--i.-iiiu------------------- DATI! lZ-04-95 ESTATE OF WHITMORE MARGARET A FILE NO. Zl 94-1030 ACN 101 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IH THE NAHED ESTATE. SHDIIN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYHENTS. THE CURRENT BALANCE. AND, IF APPLICABLE. A PROJECTED INTEREST FICURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-30-95 PRINCIPAL TAX DUE.. 1.806.23 PAYMENTS (TAX CREDITS). PAYMENT DATE 01-lZ-95 11-13-95 RECEIPT NUMBER AAOZZ709 REFUND DISCOUNT (+) INTEREST (-) 90.31 .00 Z,OOO.OO Z84.08- AMOUNT PAID '.;J {.'l !LJ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE o IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOHn FOR INSTRUCTIONS. '. 1,806.Z3 .00 .00 .00 ',;u,:."'r~_>-:!?+,' ."',-:"tmt;w PAytr,)ff. DtIbch the tap portion of this MDtlca Met ~It with ",-,r pe~t ... PQMII. to tM ~ snd "'r... printed an thII nwr.. lids. If RESIDENT DfCEDEHT ... check or ...y ordsr p.yabla tal REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT Aka ctMok Dr _y ordeir p.y..,l. tal CotlttONWEALTH OF PENNSYLVANIA. AU p.,...,.. nc.I"ed "'U be -..lIed flr.t to -w Int.r..t Mhlch _:r be dull with en)' r_Inder 1IPP1Isd to the ta.. REFlICD (CA)I , nhnt of . t.. crldit, which .... not reque.ted on the ,.. Raturn, ..)' bIi r.....ted b)' COllPI.Ung en "Application for A.fund of P~.)'lvenl. Inherlt~ end E.tltl ,..- (REV-IJIS). Appllc.tlon. Irl .velllbl. .t tM Dfflc. of the AIDIst.r of Will., en)' of the ZJ A.venu. DI.trlct Dfflc.. or fr~ the a.p.rt-.nt's I~-hour ."...rlng ..rvlea nueblrl for for.. ordering I In PennI)'lvenl. 1-100-56Z-Z050, out.lde Penn.)'lvenle Met ..I thin 10000l HIIrrbburg .r_ (717) 7'7-1094, TDDI (717J nz-nS! (He.rlng 1..lr_ only). REPLY TOI Que.tlon. rqarding errors cont.ined an this notlc. should bII addra.sed tal PA Dep.rt..1t of A1ivanue, Bur... of Individual T...., '~I Po.t A....llent A.vi.. Unit, Dept_ 210'01, Harrisburg, PA 17111-0'01, Phone (717) 717-6505. If ."y t.. due h Plid within thr.. (J) c.lender aonthl .ft.r the dec.....t.. de.th, . flv. ".rcent (5:U discOU'\t of 1M t.. p.ld h .llowed. I I I I I ",I DISCOUNTI INTEREST I 'Int.r..t Is ch8rged bqimlng .,ith fint day of delinquency, or nlM (,) IlOI'Ith. end OM (1) day fr_ the data of ..th, to the d... of P'YMnt. T.... which bec_ cs.lInquent bIIfora J8nUary I, 1911 bII.r Int.r..t .t 1M nt. of .1. (6~) ".rcent ".r ~ Qlcuhtld .t . daUY' nt. of .ODOI64. All t.... which bee_ delinquent on end .n.r JanuarY' 1, 1.IZ .,ill bear Int.r..t .t . r.t. which will v.ry frill calender y..r to c.lend1r y..r with that r.t. ~ed by the PA Dep.rt-.nt of A.venue. The IIPPllcabl. Int.r..t r.t.. for 19.Z through 1995 .rll Yur Int"..t Rltl o.ih Int.rllt FltCtor Vu, Intlr..t Rlt, Dell)' Int'''I.t F~to,. 1'12 ZD% .000541 1'.7 9% .G00247 191J lOX .00041. 1'11-1991 11% .ODUDl I... 11% .DOUOl 199. 9% .00DZ47 1915 U% .GOOJS6 199'-1994 nc .00019Z I... 1.% .000274 I99S 9% .G00247 --Int.,...t I. c.lculated .. follow'l IIlTEREllT . BALANCE OF TAX UNPAID X HVKBER OF DAYB DELINQUENT X DULY IIfTEREIIT FACTOR --An)' Hatlc. i.1UId .ft.r the t.. beeGle, delinquent will r.flect ~ int.,...t c.lcul.tlon to fifteen (15) der' bIIyond the cia" at' the ........"t. If PQHht II ... 1ft.,. the Int.,...t cQllPUt.Uan dIIt. IhowI on 1M Notlea, additional Int.r..t .ust be c.lcul.tld. / " II J/ t/ RI!V-1S47 I!X AFP (12-95* COMMONWEAL TH OF Pf.:HHSYlVAHIA DEPARTHENT Of R[Y[NJE IUREAU Of INDIVIDUAL TAMES OEPI. UUOI HARRISBURG, PA Ill,e-D'DI ACN 101 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE 04-22-96 FILl! NO. 10-17-94 COUNTY CUMBERLAND NnTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FDRN WITH YOUR TAX PAYNEHT TO THE REGISTER ,OF WILLS. NAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: JAMES D CAMERON ESQ PO BOX 15006 HBG PA 17105 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 A.OW1t H..! tted CUT ALONG THIS LINI! ~ RETAIN LOWER PORTION FOR YOUR RECORDS .. REV:is4j-EX-"Fii-mr:9SY-iliiff'CE--Oi'-YtiHEiif'i'AiicE-YAX-A'PPRA'f'SEiiiilT-.--"rrOWAiicE-iiR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WHITMORE MARGARET A FILE NO. 21 94-1030 ACN 101 DATE 04-22-96 TAX RETURN WAS ( I X) AccEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSI! APPRAISED VALUE OF RI!TURN BASED ON: SUPPLEMENTAL 1. R..l Eat.t. (Schedul. A) 2. Stock. and 80nda (Schedule 8) 5. Cloa.ly Hald stock/Partnership Int.r..t (Schedul. C) ~. Kortgagea/Not.. Recaivabl. (Schedul. OJ 5. C..hlBank o.poltta'Hllc. Paraonal Property (Schedula EJ 6. Jointly Owned Property (Schedule f) 7. Tr~.f.r. (Schedul. OJ a. Total A...t. NO. 01 RETURN III 121 151 141 151 (6) 17l .00 .00 .00 .00 3.127.87 .00 .00 IBI 3.127.87 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funaral Exp.".../A~. COltl/HiIC. Expan... (Schedula H) (9) 10. Dabta/Hortgage Llabl11tl../llan. (Schedul. I) (10) .00 11. Total Deduction. (11) 12. Net Value of Tax Return (2) IS. Charltable/Governaental aeque.t. ISchedule J) (13) 14. Net Value of Estata Subject to Tax (4) NOTEI If an assas.mant was is.uad pravioUslY, lina. 14, 15 and/or 16, 17 and 18 will raflact figuras that includa tha total of ~ ra~urns assassad to date. ASSESSMENT OF TAX: IS. "aunt of Llna 14 .t Spou..l rat. 1151 16. "aunt of Line 14 taxabl. .t Lln..l/Cla.. A rat. 116) 17. A.aunt of Line 14 t.xabla at Collat.ral/Cl... a rat. 117) 18. Principal Tax Due 60.50 ;;'0 liD 3,067.37 .00 33.171. 20 .00 33,171.20 .00 X.03. )(.06l1li X .15. UBI .00 1,990.27 .00 1,990.27 TAX CREDITS: PAYNEHT DATE 01-lZ-95 11-13-95 02-28-96 02-28-96 DISCOUNT 1+1 INTEREST (-) 99.51 .00 4.62- .00 RECEIPT HUltBER AAOZ2709 REFUND AA1l2575 WRITEOFF AIlDUNT PAID Z,OOO.OO 284.08- 184.04 4.62 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 1,999.47 9.20CR .00 9.20CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) p~ ~ :0 3~ ffilPl cr': (00 .H_ !l! . , ;g go "7 ~. ~:<" .\' (1) ~u 01. N (0.' () N .....':J. g: ~n' .; l J ::> =-\lJ Q \0 inO ~!i Ul -. ~ RERRYATIDfr.. E.'at.. af decedent. dying on a,. befo,.. o.c...... 12, 1912 -.. If Wly future Int.,...t In the ..tat. II ',.....f.r-reef In po.....Jon or enJoYMnt to CI... . (collata..al) .,.Uoh,.J.. of the dttcedMt aft.,. the expiration of Mlt ..tat. fa,. 11f. Dr 'or Y.'''., the eo..onw..lth he"~lt .xp,....ly ,....~. the right to .",..1.. end ...... t,.....f... Inhe,.Jt~. T.... at the l~ful Cl... . (col1ata".1) ...t. on "I' luch futu,.. Int.....t. -i I I I I ! i .j 'I I I I i I I ! PIlRPOsE OF HanCE. To fulfUI the nqulr..."b of SeotJon 2140 of tM Inherltenc. and Eat.t. Tlx Act, Act 2Z of 1991. 72 P.S. s.cUDn 2140, a.tech the top portJon 0' thh NoUel Ilnd lublrlt with your PIYNnt to the Regilt.,. of NUl. prlntad on the ,..".,... llde. --",*. check or ltOnIIy 0,..,. panlbl. tal REGISTER OF HILLS, AGEHT AU P',..,b rHalved 1he11 fir.. be ",UN to ..... lnt.,...t whICh "I' be dI". with ...y ,....JncMr IIpplled to U. tax. PAYHEHTI REfUcD(CRh A reflnd a' . taM cr4tdlt, Which .... nat r~.t.. an the TaM Raturn, Ny ~ r....... by c'*PI.t1ng en """Hc.tlon far Refund of Pennlylv.nl. Ioh.rltenca ~ E.t.te Tax" (REV-ISIS). Appllcatlona ar. evelleble at the D'flce of the Regleter a' Wills, eny of the Z3 Ravenue District Of' Ices, or by calling the special Z4-hour enswerlng ..rvlca nuebers 'or fares o~rlng, In PennsYlvenla 1-100-562-2050, out.lde PennsYlv.nla end within loesl Herrlsburg er.. (717) 717-1094, TOOl (717) 77Z-2Z$2 (Heerlng 1~lred Only). OIJECUcwa. Any perty In Interast nat saU.'led with the ...r......"t, aUowllnCa or dIAUOWWlC. of deductions, or .........t of tax UnclucUng d"count or Inter..t) .s shown on this NoUca ..st abject withIn .lxty (60) dey. of r~.lpt of this NoUce by, _,. ISTRATlVE CClRRECTJOHS' ..wrltt.... prote.t to the PIi o.part...,t of Revenue, Board of ~als, Dept. ZII02I, Harrlaburg, PA 17121.1021, OR ..elactlon to hav. the uttar detaralned .t audit of the account of the PtIrsOMI repr......t.tlve, OR -......1 to the o~.. Court. DISCOllrn . Factual arrors discover.. on this ...........t should be addr'''ed In writing to, PA Depart...,t of A.venutl, Bur.au of IndivIdual Tax.., ATTN. Pa.t A..........t Ravl... unit, Dept. 210601, H.rrl.burg, PA 171ZI-0601 Phon4 (717) 717-6505. S.. page 3 of the booklat wln.tructlon. for Inherltanca Tax Return 'or . R"I~t Decadent.. (REV-ISOl) far an a.plenatlon of aa.lnl.tratlv.ly corr.otebl. arror.. INTEREST' If MY tax due .. p.ld wlthln thr.. U) calendar ~th. .ft.r the dacedent'. cMath, . flv. percent nx) discount a' the taM p.ld .. aUowed. Int.ra.t la cherged beginnIng with 'Ir.t day a' dallhqUaftcy, or nine (,) aonth. and ana (1) d.y 'r~ the data of ..th, to the data of paPllnt. Taxa. Which bee-. deUhqUlnt ba'or. J.....ry I. 1912 bear Int.r..t .t the reta of .he (lX) parc....t PtIr ~ calcul.tad at a dally nt. 0' .000IM. AU t.... Nhlch ~.. deJlnquent on and .ftar J~ry 1, l'IZ will bear Int.r..t at a rat. which will v.ry 'r~ calendar ya.r to calendar y..r with that rat. ~ad by the PA Dep.rt...,t 0' Aev.,..,.. The apPJlCabl. Int.r..t rata. far 1912 through 1996 .ral ~ Inter..t Aata D.lly Intar..t Factor !!!!' Int.r..t Aata Dally Inter..t Factor 1912 zax .000541 1917 'X .000247 1913 "X .000451 1911-1991 IIX .000501 I... UX .oonol I... .X .000247 1915 In .000356 1995-1994 7lC .00019Z ..16 lOX .000274 1995-1996 ox .000141 ..Intera.. I. ealcul.t~ .. fallow.. IIlTEREaT . BALo\IICE OF TAX UNPAID X HUIIBER OF DAYS DELIHQUENT X DAILY IIlTEREaT FACTOR .-Any Hotlc. I.Sued a'tar the tax bacoaa. delinquent will raflact an Intar..t caltul.tlan to fifteen (15) d.y. .Yond the data of the ...........t. If P'YMnt .. alda aft.r the Intar..t cOllpUtaUon dolt. ahatIn on the Notlc., additional Intar..t au.t be calculated. .-'; , " ,," " '1'. ~.;; t~ ~,. tf'.\';. ~. I" R ~; 'Ii; il li' .~ ;j" ~~ -, rii_ 't": ;~... ;0.:. i'.li :[;1 ~'i'j f. '" ~f ~ ~", ~~ :;,-. :! , " 1 ~i \ :{ I '---, ~.,~,-.:.,.,.-, .............-.....-.-..-.-..-.. _._"_.. -. I /5--;) -- / / *' v..,......- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU Of INDIVIDUAL TAXES ItlERlTAHCE TA)( DIVISION Il[pT. 111611 HARRlllURO, PI 17111-1"1 UNm..U'....N. JAMES D CAMERDN PD BDX 15DD6 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER CDUNTY ACN A ESQ PA 171D5 05-20-96 WHITMDRE 10-17-94 21 94-1030 CUMBERLAND 101 Atoaunt R..1tt.d MARGARET MAKE CHECK PAYABLE'AND REMIT PAYMENT TOz REGISTER DF WILLS CUMBERLAND CD CDURT HOUSE CARLISLE, PA 17013 NOTE. To inaur. proper crHlt to your .ccount, .ubllit the upper portion of thl. fa... with your tax p.y...,t. CUT ALONG THIS LXNE .. RETAIN LOWER PORTION FOR YOUR RECORDS .... ' iiiy=i6ijj-iif-iiiijo--r03-:96r-----JJiiii-iNiiirii'fAiicE"TAX-s;..AfiiiifriT-ijF-Ai:cciuNf--iiiJJ------~-------------- ESTATE OF WHITMORE MARGARET A FILE NO.21 94-1030 ACN 101 DATE 05-20-96 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IH THE NAKED ESTATE. SHOWN BELOW IS A SUlttARY OF THE PRIHCIPAL TAX DUE, APPLICATIOH OF ALL PAYHENTS, THE CURRENT BALANCE, AND. IF APPLICABLE, A PROUECTEO INTEREST FIGURE. DATE DF LAST ASSESSMENT DR RECDRD ADJUSTMENT, 04-15-96 PRINCIPAL TAX DUE.. 1.990.27 PAYMEN!S (TAX CREDITS), PAYMENT DATE RECEIPT NUMBER 111111 SUMMARY DISCDUNT (+) INTEREST (-) FALL 005 PAYMENTS II II 99.51 4.62- AMDUNT PAID 05-06-96 05-06-96 .00 1,895.38 . TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1.990.27 .00 .00 .00 · IF PAID AfTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I If TOTAL DUE IS LESS TNAK ex, 'lID PAYHENT IS REIlUIRED. IF TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI, YDU /lAY IE DUE A REFUND. SEE REVERSE SIDE OF THIS FOIll1 FOR IHSTRUCTIONS. I ;""'.c'"_, "', ~""~~~;-~~'-~-ii'.f,'~;~~~:,.;~,'-"':: ~~1:"-L.~L::~- 0 ~~ - ~ O.!!.l N .';> 'l)t? , D- () r :, ;:; 0 , ') ~:: '+.. <Xl ..~ . '. :JO N , ,:, 'n . ~ .' ,Iii ,~ Iv (J h:; c: II) 0''::;' -c ,() UQ) ~ <liE <lie: a: 08 PAYNDfr, DIItMh tM t. portion of thl. HaUo. Met ....It wi th Your PawNnt .. p.v"'l. to the n-. .... ...re.. printed on the reftn. .Ide. ... If .IIDfHT DE:CEDOrr .... Check or eanev order paylibl. tal REOISTER OF WILLS, AGENT.o ... If HON.RElIDEHT DECEDENT .... c:heok or lIOMy OMMr p..I. tal COfl'tOHWEALTH OF PENNSYLVANIA. AU ~tl reoelYed _11 H ."lJed flnt to MY Int.r.st wdch ay btI ..... with MY r"'lnder eppUed tco U. taw. IIIJIUraJ (eR)1 A r.fund of . tex credJt, .....ICh .... not r.....ted on the Tax Rlturn, ..v bII r.qu..t., by cu.pl.U". ~ "A,plJqUan for R.hnd of Ptnn-vlnnl. Inherlbnce Met E.tat. T.... (REV-1S1S). AppUcetlonl.'" nell_I. .t lM Off 1011 of the A....t.r of NUh, "'v of the z.s Revenue abtrlot Offices or fr. the a..r.....t.. 24-hour WI....I,. ..rvl. ftUIIbe;r. for for.. orde,lngl In P8nn,yI"wd. 1".00-362"2150, oublde Ptnn-vlwnl. end within local "',rbburg .r.. (717) 717...aM" TDD. (717] nz..uu (....rlng 1....lr. onlY). REPLY TO, Que.tlon. r....rdlnt .rrort oont.lned on thh notlc. ahould bII Mdr...eet tal PA u..r'-1t of Aawnu., au,..., of Individual ,...., ATTN, Pa.t A....s.ant Aevlew unit, Dept. 2.0601, Harrlabur., PA 1712.-0601, phone (717) 717"'501. DllCOUNT,. If MY tlllC due .. ,.Id .,Ithln thr.. on eIIl"r Nnth. .fhr the ~tt. death, . fiv. Plroent (D) dhoount of the tlllC ~Id .. .Uowed. POIALTYI The ID tll)( -.ty non-P.,tlclp.tlon panalty b c~ted on tINt tobl of the t.. end Int.,..t .....nd, ... not ~Id Mfor. Jer'IUII"Y 11, I''', the flr.t dfIv _ft.r tINt end of tt. t.. '-'I.ty ,.,.Iod. INTERESTI Inter..t II char.... beDlnnlne with flrU dfIy of delinquency, or nl.... (9) IIDnth. and OM (1) day frDII the dIIt. of "th, to tt.. .t. of p.J'Mf'lt. T.... which bee... .lInquent Mfor. JW1UIIrv 1, 1982 bII.r Int.r..t .t the retl of .Ix ("U pere."t pa,. ..... o.loul.teet _t . d.llv rat. of .000164. All t.... which bee.. dell,...,t on end .U.,. J.nu.rv 1, 19.2 .,111 ba.r Int.,..t It . r.t. Which will v.ry frDII o.I"r ~,. to callndar Yael' wIth that rat. ~ by the PA Dlpa,.teant of R.yenue. The eppllclibl. Int.r.st r.t.. for 1"2 through 1996 _"'1 Vaer Int.r..t Aat. Dally Int.,...t Feotor V..r Int.r..t A.t. D.Jly Intar..t Fectol' 1912 ZOX .00054' 1"7 9Z .00U47 19" 162 .00141' 1'11-1991 112 .000501 1H4 IIX .0aU01 I99Z 9Z .000247 1915 In .OODSU 1993-1994 n .000192 1- 102 . .ooaU4 1995-1"' 9Z .000247 ....In..'..t I. o.louhteet .. followl. IIITEIlEIT . BALAIlCE OF TAX UllPAID X NVKIER OF DAYS DELINQUENT X DAlLY IIITEIlEIT FACTOR ....Any NoUce ....... .U.,. the tllM bee"l dallrMlUlnt .,111 r.Ueet an Int.,..t c.lcul.t1on to flft.." (15] dey. beyOnd the ... of the .........t. .If paJ'Mf'lt .. ..... .ft.r tt. Int.,..t COllpUt.Uon dlt. Ihot.n on the Notlc., additIonal int.r..t .u.t be c.lcul.ted. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Maraaret A. Whitmore Date of Death: October 17. 1994 Will No. Admin No. 21 - 94 - 1030 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court RUles, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes _X_ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A 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 _X_ No ____. b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A 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 Clerk of the Orphans' Court and may be attached to this repo t. Date: zlzl? leu" . Name 1327 North Front Street Harrisbura. PA 17102 Address Capacity: (717\ 236-3755 Telephone Personal Representative _X_ Counsel for Personal Representative " '.'t 'kt<~i-;;,u, ~,'--.'; ;,- ~":, ,;)--~. -',_:.,';": " \~~1~;~f ',.Jlt!J~'ti~W\"'-'-;:\ .~.. . J STATUS REPORT UNDER RULE 6.12 Name of Decedent: Maraaret A. Whitmore Date of Death: October 17. 1994 Will No. Admin No. 21 - 94 - 1030 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 sdministration of the estate is complete: Yes No _XX_ 2. If ~he answer is No, state when the personal representative reasonably believes that the administration will be complete: within nine months. 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 ____. 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 Clerk of the Orphans' Court and may be attached to this repor Oatel IphJ'i~ ... 1\ l'i c' .~". " .. }-' .- r; >.:) ~: (.;~ 0u Name 1327 North Front street Harrisbura. PA 17102 Address capacity: (717) 236-3755 Telephone Personal Representative .' IUU: 0: _X_ Counsel for Personal Representative -f" " 'i ::~ '.L;,.i.. .- I' ~'. '~. ;- ,.... '.'; .>;:'~:,.~;\~)~~l~~ - ~. -',i,,'iif-:~_ ,'t' ;";,:,";' f;".i'?..'] .'.'.' ';.' , ';\' },i'~\;;~~~j~);i . ;!' "\,,'j'-i, /:V .:;;.[',-:- .,," ',' ,"C ~'--!,.: ; ., '..l~ t,,~