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HomeMy WebLinkAbout94-01056 PETITION .'OR PROBATE and GRANT m' LETTERS Esrale of l~ /I U r -,-1_~'<::' r_t.E\j.cl..I'_._C l(\IlI.o_~l.~1l No, ___.c1L._1.~L__. !(2~?e.___ IIlso known as _.Laura_.G._Cloman.t:.s____ To; _u ___ __m_.__m_u.____ _._. Reglstcr of Wills for the _.__________..0 [)I'ceaml, COllllty of _C.\IIllIill..rJ..illlL III the Social Security No, ~-64--J.\llW.------. Conllllonweallh of Pennsylvania The petition of thc IIndmlgned respectfnlly represcnls thlll: Your petltloner(s), who Isllue IH yellrs of nge or uldcr 1111 the exec III I.ix__.....___.__.___ namcd In the last will of the ahnve decedelll, dllted ___Octuber_24,._. .___. __._._____.__, 19.JLQ..... and codlcll(s) dated ___.nona..._. .._....._________.,,__._ ._______._ ____. ('Wit' rClCYl1ll1 drl'1II11\111llC~'\, C,H. rClIlIlldllllllll, drillh uf eXCl:lIlor, cle.) Decedenl wns dOl1liclll'd nl delllh in _CUIIluarJ.and__._.__._.___ County, Pennsylvania, wllh 1Le..I:-._ last family or prlnelllal rcsldence III __ao.l_1Ljlano.v~.tz:eat- ------. ------.-----.C.-u;.,l..i.l;),Qr-I:LA---1.1-O-6J nl~t !ilU'I't, lHIIlIIH'r, TWJI. III Born,1 Decedent, Ihcn___a1__.__. )'em of nge, dicd ---A\.lgUllt---l.8T _,19 94 at Chllrcb.....o.f-G.ruLJiomB,__CAr 1 i R1B.,__1'.l\._. _' Except as follows, decedent did notmllrry, was nol divorced nnd did not have a child born or adopted after execution of thc will offered for probate; WIIS notlhc viclim of a killing and was never adjudicated Incompctelll: _----..NQM__________._____. ____._. Decedcnt at death owned propcrlY wilh cSlil11aled values liS follows: (If domiciled In I'll.) All personlll properlY (If not domiciled In Pa,) Personal property In Pennsylvania (If not domiciled in Pa,) Personal properlY In COllnty Value of real estale in Pennsylvania situated as follows: None S 8.000.00 S S S WHEREFORIJ, pelitlllner(sl respect f\llly request(s) the probate of the lasl will and codlcll(s) prcsented hcrewlth and the gram of lellers 1'e s t 11mB n t ary (lC<I.I1I,m",y; .d",I.I"'.llolI C,l,..; ndlllllllllralioll d.b.n.c,l,a.) theron. I~ d r .I) ~y' . ,df'tflt; k~.It'I"{t... .-Dorls Traub -2Q29 Clarendon Street __CilIJl[> Hi 11. EA-J7n 11 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH Qt' PENNSnVANIA } 1:l8 COl1NTY OF CUMBERLAND .___._ The petllloner(s) above.nallled swear(s) or arrlrm(s) thallhe slatel1lenls In tbc foregoing petition arc Irue and correelto the best of Ihe knowledge IIlld hcllef of pelllloner(s) and Ihat as personal represen. tallve(s) of Ihe ahove deeedelll pelilloner(s) will well al)" truly administer the estale according to law. .. //1/,; 'l'ltud.^- Sworn to or afllrlned alld suhscrlbcd . .__c.________ 1!1 before me Ih~IS .-----.J?J1Jl"._..--. day Of4. ---.-.-.--..-.----------.-- i' ~.cEMBa .')------1f-J 19/-1,\1=. ..-__H___________ ~ ,r..':"( U_'I.(J;L'.'~____./J1.f.J[l.12 I ~---_.-._.---. !i. :rl'y1 C. L EW IS Hell/sllor I /l.-.---- ---------.---.--- I:!. I~ ... i( - (0 ,.- r No. ~1 - 94 - 1056 Estate 01 LAURA GERTRUDE Cl.EMENTS J!L!iLa LAURA G. CLEMENTS DECREE OF PROBATE AND GRANT OF LETTERS , Deceased AND NOW DECEMBER 16, 19~, In consideration of the petition on lhe reversc side hereof, satisfactory proof having been prescnted bcforc me, IT IS DECREED thatlhe instrument(s) datcd October 24, 1990 described therein bc admitted to probatc an.! filed of record as lhe last will of Laura Gertrude Clements a/k/a LAURil G. CLEMENTS and Lctters T9 9 t llmllll t llry arc hereby granted to Dad s .JXa ub f11' FEES P b L 40,00 ro ate, ellers, Etc. .,.",." S Short Ccrtlficates(3 ) .. .. .. "" S 9 . 00 Renunciation ,. I . . . , . . . , , , . " S X-Pages S 12.00 JCP 5.00 TOTAL _ S fifi.90 Flied ,.. I. .q~~~M~~~. ,1,q t. .1.~~~"". . . . , , Debra K. Wallet 23989 "TIORNEV (sup, Ct I,D, No,) 24 N. 32nd St. Camp Hill, PA 17011 ADDRESS (717) 737-1300 PHONE () ('0 :1) I'. , , 1::, ,'- , . t".1 -' hJ " I " .. .i~. Mailed letters and order, to attorney on 12-16-94. LAST WILL AND TBSTAMBNT o F LAURA GBRTRUDE CLBMENTS I, LAURA GERTRUDE CLEMENTS, of Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils, that I have made, including the Will dated March 2, 197B. FIRST I All of my Estate, of whatever nature and wherever situate, I give, devise, and bequeath to the following persons and entities, in the shares provided, so long as each person shall survive me by thirty (30) days: A. One-half (1/2) to my niece, DORIS TRAUB, of Camp Hill, Pennsylvania, B. one-eighth (liB) to my sister, MARY ALICE REED, of New Cumberland, Pennsylvania, C. One-eighth (liB) to CHAPEL HILL UNITED CHURCH OF CHRIST, Poplar Church and Erford Roads, East Pennsboro, Cumberland County, Pennsylvania, D. one-eighth (liB) to the FOREVER CARING FUND OF THE CHURCH OF GOD HOME, Carlisle, Pennsylvania, E. One-sixteenth (1/161 to my niece, LULU BIANCO, of New Cumberland, Pennsylvania, and F. One-sixteenth (1/16) to my good friend, MARY K. GREINER, of Camp Hill, Pennsylvania. Should any of these persons fail to survive me by thirty (30) days, but be represented by children then living, these ohi1dren shall take, ~r stirpes, the share to which the named person would have been entitled H then living. SECONDI All intereste of any beneficiary in the income or principal of this Estate, while undistributed and in the pOBsession of my Executor, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. THIRDI All inheritance, estate, and suocession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person or entity. FOURTH I I nominate, constitute, and appoint my niece, DORIS TRAUB, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my niece to act for whatever reason J.n this capacity, then I nominate, oonstitute, and appoint my nieae's husband, CHARLES TRAUB, as Executor of this, my Last will and Testament. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiotion insofar as I am able by law to relieve him/her of such obligation. Any of my representatives shall be entitled COMMONWIALTH OP .INNSYLYANIA i. COUNTY OF CUMIIIlLAND J HI Doris 'I'raub .------------..---... -- _.._u._______.. __.. .n_ _..._... _.____..___ h___.__________.._~..__ ._._._~..;---.-.- being duly - sworn _ _______ eccordlng 10 'ew, dopo\ei end leY' Ih,I sh, ifL.__.._.__________.______ _..E..xecutri.).l______...__________ ___.__.0' Ihe E'I,Ie 0' ...ill.!:1!_. G. Clementa.__ 1,1, 0' ___C.aJ:1Jllle.....______.____, Cumberl,nd Counly, PI"~ d,cII"d end Ih,t th, within I, ,n Invenlory mid. by _..Dar is __'I'ruab.______ ___ __ _________, the IIld.....in.Ilantory 0' Ih. entire III,Ie 0' 1.ld deoedenl, con lilting 0' .11 Ih. perlon.1 prop'drly end rill ....Ie, INceplrlll IIhle ouhlde Ih. Commonwullh 0' P.nnlylvanl., end Ih.1 Ih. IIgur., opp..lte uoh Item 0' Ihe Invenlory reprllenl It', ,.Ir VI/ue II of Ihe d.le 0' dec.donl's dulh. , ')..JfJ....l('~1 L..... May and lub,crlbod bofore mo, .;f 19 95 L~ !,'.:- ~(~,d-- - _._----- . boa.to, . Admlnllt,"to, Dor is Traub ..... .. .----.------.-..--------- r.i~;l;:;-i..i.,:,I. :.",. '.. ',I'.I':1l' , "'I C';'IJdV ..,1.'.. 2029 Clarendon Street <;'~!lEJ:l !.1l0-'~_ 17011 Add'l.. ~ ---- I',;,"J ',', 0.1, 0' Oealh -1!lHI\.lI!L1Jl./_l.2.~L____..__.__________ DIY Month VI" INSTRUCTIONS I. An Invenlory mu" be flied within Ihr.o monlhl altor appolnlmenl of per,on.1 reprllent.tlv.. 2. A supplemenl Invonlory mu,I be flied within Ihlrly daYI 0' dl,oovory of additional IIlIh. 3, 'Addltlonel ,h..h m.y be a"eoh.d II 10 person.lly or rully 4. h. Artlcl. IV, Flducl.rles AoI of 1949. ,. Ul ~ ~ E-< 1 z \0 ~ ~ 111 Ci g ~ 0 ~ . .... ~ ~ H ~ C III I I R: ...J U H r ~ '" II. Ul .. C7I II. ~ ~ 0 . H ... I 0 l!l ~ i' .... ~ N o C ~ U " - m ~ c3 i p ~ ~ ... H "'0 c .. '0 ] 1 oW : 11 J j d it No. 21.94,1056 FIRST AND FINAL ACCOUNT OF DORIS TRAUB, Executrix FOR TUE ESTATE OF LAURA Q, CLEMENTS, Deceased Date of Death: August 18, 1994 Date of Executrix' Appointment: December 16, 1994 Date of Estate Advertisement: February 7, 1995 Account for the Period: December 16, 1994 through October 25, 1995 PURPOSE OF ACCOUNT: DORIS TRAUB, Executrix, offers this Account to acquaint interested parties with the transactions that 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 may be discussed with: " , . Debra K. Wallet, Esquire 24 N. 32nd Street Camp Hill, PA 17011 1.0. #23989 (717) 737.1300 , , , ,i, "I I ., , . " , , ,. , " , \1 ",. . , , " ,: " , '." ,. ,. " DISBURSEMENTS Ofl PRINCIPAL Advertisements 01/26/95 Patriot News Co. 48:19 01/30/95 Cumberland Co, Law Journal 40,00 . , Cumberland County Register of Wills . 12/16/94 Petition for Probate, short certs. 66.00 ,. . 05/15195 Plllng-- Tax Return and Inventory 25.00 Reserve for Plllng Account 125.00 , Caples, postage, mileage, notary 50.00 354.19 , . . Filderal and State Taxes: I.., , 05/15195 Pa, Inheritance Tax 515,55 , ' I Reserve for Fiduciary Taxes 25,00 $40.55 . , roes and Commlulmul: . I, Debra l(, Wallet, Esq. 1,000.00 . Attorney's Pees Doris Traub - Executrix' Fee 500iOQ l,SOO,OO , ", '" '. " , , , " , " , . , , ,j" j. " "" ,I' 'I, , ' /. " " 'I' '. " ". , . I,', ,. ,. " , I: .. I " , .',,' , " I .2~ ,I' , ',\ " RECEIPI'S OF INCOME Jnterest: . Harris Savings Bank Estate Account 0400011868 1994. 1995 , , 6.86 . " 218.32 TOTAL RECEIPTS OF INCOME '225.18 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Doris Traub 9/16 $4,283.03 2029 Clarendon Street Camp Hili, PA 17011 Lulu Bianco 1/8 951.78 1708 Locust Street New Cumberland, PA 17070 " Mary K. Greiner .1/16 475,89 Apt.IC "I' Pennsylvania and Harvard Avenues CampHlII, PA 17011 . I Chapel. Hili United Church of Christ 1/8 951. 78 " 701 Poplar Church Rd. , Camp Hili, PA 17011 ,-, I' . Forever Caring Fund of the Church of God Home ' . 1/8' 951.78 . 801 N. Hanover Street Carlisle, PA 17013 , , TOTAl:. DISTRIBUTIONS TO BENEFICIARIES $7,614,26, , ,. . ' .,. " I. .3. ,. , ,. I~\' "':~ '-::'\':'l~:'.",~.,,~.;.~,,""-' I. ':"" "',''1'" ,/ /:; / y-. II -I () REV.JlOO EK. 1/.9'1 \. fOR DAIIS Of DIATH Ann 12/31/91 CHICK HI.I ,,~/~.~- INHERITANCE TAX RETURN ~o~:=~U~:~DIT IS CLAIMID 1.1 '..>~ RESIDENT DECEDENT fill NllMIIR . ..u... COMM()NWEAIIt' Of WINSYIVANIA (TO BE FILED IN DUPLICATE 21 94 1056 OffJARIMfNT Of REVENUE "ARRI5m:k ~~ol~l1806o1 WITH REGISTER OF WILLS) COUNTY CODe yeAR NUMBe~ .....-O~c~~::;;:~L:,i~;~~~~~'\lot',/I11AII-.---- ----- -]ii';;~;'T\~(:"pt;;~~~I:~~~ r-~-t ro:;-.-=== ~ so.fiAmi:ljiiif1-t~iT';:MR---_._--- ..-\ti.f;tEOi'i)IAIII ][lAHWRIIIIII CarliHle, P^ 17013 ... _.....;___ ;'~'~';:'I~\::~;?"8~~~\:\:,~., "'" ",".,,"1\(},~L9 41'0"" ;,!.,;l ~t;~!E' C"""rA"O~I~,~~tl'~~'IJ,~I,~,%tJ~"0'''J__ ....__-_~n~_-~:~ ~ KI I. Origl"al Relurn I I 2. Supplomonlal Rolurn [13. Remainder Rolurn X:l::1 Ifor dale. IIf dealh prior 10 12.13.821 lIllfu r~1 4 Llmllod f.lo'e r.J 40 Fulure Inlere" Compraml.e r.1 5. Foderal E.'o'e To. Rel"n Required "'19 lIar dalOl of dealh a"" 12.11.821 u .. Ut: 6. Dmdenl Died TOIlole I I 7. Decod,nl Moinlalnod a Llylnu T,," ._0.8. Tolal Numb" of Safe Oepo.1I Bo... (Alloch copy of Willi IA"",h copy of T ,",II ALL CORRISPONDINCa AND CON,fDINTIALTAX INFORMATION SHOULD 8. DIRICllD TOI . _ _ ::~lE~.i~~~~:t, "'01 co ... ...... . o~m::::;ff;d"~:C":;Oll~_."~ .~._-_._-___._._.. - + + ._. - - ._..0_____- __.___._~___ 20. II line 191. greater Ihon line IB, enler Ihe dlllerenc. an line 20. Thll II II,. OVERPAYMENT. all] 21. II line 18 II greo'er Ihan line 19, enler Ihe dlll"ence an line 21. Thll l'lhe TAX DUE, A. Enter ,he Inlerel' on the balance due nn line 2' A. B. Enler Iho 10101 of line 21 and 21A on Line 21B. Thh 1.lh. BALANCE DUE. _______Makl Check Pavabll t., Rlgl,tl( ., Will., Agent ____ -. - -.._..t.n....___..___..__.n...._ .~_ .___. .m.___ --j;. la su.a TO ANIWIR ALL QUIITIONS ON RIVlisa SIDI AND TO RICHICK MATH -CO!( , Under pinelli" of perjury, I dodor. thaI I havo examined Ihlt reI urn, Including accompanyl"9 sehedul" and Ilolemen", and 10 the bell of my knowledge and beUof, 11111ru8, cQrr.et Clnd complete. I d,do,. thai all real 8110le hm been reported 01lru8 markel value, Doclarallon 01 preparer olher Ihan Ih. pOrlonal repr'lenlallve Is ~~~~~_ on alll~lor~~!!~~_,~.~_~~!c~_p!.!p~rlr_~_a.~_.~~r k~_~~I_~~Q~' .. .. _. . _.. _ __.. .____ ____.__._~_____~~____~.__~~_ _._._____.__ 'ImIA1UR' m 'USON Rfs,mUIIlf fm Hmw IUTURN AOOUSS OAll _.j!J!!!~__t;.((;\.(n_______. 2029 Clarondoll Rt., Camp llil1, I'An1LOll_._5..L!fLJ~____ SlONA1URf m 'RfPARUl 01ltU HWt ~HRUfNIATI"'f ~tio_Hs OATE .__J,RMrl~~_'~.~____m 24 N, 32nd 51:., Camp 11111, I'Al_?9~~___ __5_~~_~L9_~_.__ . I. Real E,'ale (Schedule AI II I .. 2. Slack. and Band. ISchedule BI 12 I 3. Clalely Held SlocklPorlne"hlp Inl"OII ISched.lo q 13 I . 4. Mor'gagOl and Nol.. Roceiyabl, (Sch.d.le 01 , 4 I 5 Co.h, Bank Depa.ll. & MJ"ellan,oUl Pe"anol Ploperly 151 9.! 3.83.,8.2. ISched.lo EI 6. Jolnlly Own.d Properly iSchod.lo FI 7. Trontle" (Schedule GIISchedul. LI B. Tolal Grall Aile" l'olalllM' 1.71 9. Funeral Ellpfln1el, AdmlniltratlvlI Co,ls, Mhcollanooul hp.nte. ISchedule HI 10, Deb", Matlgage Llablllll... 1I,n. (S,hedule 11 11, Tolal Oeducllon. (Iolallln.. 9 & 101 12. Ne' Value of E"ale (line 8 mlnUlllno 111 13. Charilable and Goyernm.nlal Bequ,," ISchedule JI I!.:..';l.!'.yalue Subincll~ Ta,,-~-"'-e 12 ml~.'..lIn~_~~__.._.___...______ 15. Spoutol Trontl"'lfor dolO. of deolh after 6.30.94) Se.lntlr\Jcllons for Applicable PorcenlC1ge on RlIverse 1151. .m__..~.____ ______~__~_____)(.__...II Side. Ilnclude yal... Irom Schedule K or Schedule M.I 16, Amount ('If L1nl'l 14 taKable 01 6% role (Incluclo yalu.. from Schedule K or Sched.le MI 17, Amount of lln. 14 la.oble 01 15% role Ilncludo yolu.. Iram S,hedule K or Sch,cI.lo M.I 18, Principal 10' due 'Add 10' from lInOl 15, 16 and 17.1 19. Credlll Spou,ol Poverty Credit Prior Puymenh ~ffi ..Ii! 81t z 5 I z C> fii ... ~ . 8 S 161 n n__.6_~_8,Q9 (7 ) 191 .. .~,j~9__,J..L.__.__.__ 18 I .....lQ_~_h~L__.._ 1101 . 1111 _..J....582 , 63 1121 113) _l.J.i.2....66 114) 3,436,_97 , I r I , , 1161 ...._ ___.....m.___._~ ,06 ~ 11713,_4.3.6!_n___'._h~ .15 ~.n_~J..h?2-__ 118) Ollcounl Interest 1191 (201 (11t,(~ 11l'Fl' If VOU {lit' "''1(I('\I;no (I lOll/lid (If vtm, 0 l"IHIVllIonl 1211 121AI 121BI __~15 , ~_L______ .... ...-=-Q.:--.....------ .. .___nu..51?....2.L_______ ~ .,v.lJOtl.~.llJ..t1 '* COMMONWIAlIH O' "NNIYlVANIA INHIAITANCI TAX AIlUAN A11IDONT DICIDINI SCHEDULE F JOINTLY.OWNED PROPERTY ISTATI Of fiLl NUMeU--- Jolnl t.nohll')l .. A. NAMa Doris Traub ADDRESS 2029 Clarendon Street Camp Hill, PA 17011 RELATIONSHIP TO DEcaDENT Nieoe e. C. Jolnlly-own.d prop<lrtYI - ITlM LmaR DATI 'OR TOTAL VALUE DICD'S DOLLAR VA LU E 0' NUMIIS' JOINT MADE DESCRIPTION Of PROPERTY Of ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A. appro x Harris Savings Bank 1977 P.O. Box 1711 Harrisburg, PA 17105 $1,376.00 50% $ 688.00 ,. . TOTAL (Alia .nl.r on IIn. 6, Rocaphulallan) $ 688.00 - - (II mall .pact I. n..d.d Inl.rl addlllana',h.." 0/ ,am. .in' , r LAS'l' WILL AND TESTAMENT OF LAURA GERTRUDE CLEMENTS I, LAURA GERTRUDE CLEMENTS, of Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and , .understanding, do hereby make, publish, and declare this to be my Last will ana Testament and hereby revoke all other Wills and Codicils, that I have made, including the Will dated March 2, 19'18. FIRST: All of my Estate, of, whatever nature and wherever situate, I give, devise, and bequeath to the following persons and entities, in the shares provided, so long as each person shall survive me by thirty (30) days: A. One-half (1/2) to my niece, DORIS TRAUB, of Camp Hill, Pennsylvania; B. One-eighth (1/8) to my sister, MARY ALICE REED, of New Cumberland, Pennsylvania; C. One-eighth (l/B) to CHAPEL HILL UNITED CHURCH OF CHRIST, Poplar Church and Erford Roads, East Pennsboro, Cumberland County, Pennsylvania; D. One-eighth (1/8) to the FOREVER CARING FUND OF THE CHURCH OF GOD HOME, Carlisle, Pennsylvania; E. One-sixteenth (1/16) to my niece, LULU BIANCO, of New Cumberland, Pennsylvania; and F. One-sixteenth (1/16) to my good friend, MARY K. . . GREINER, of Camp Hill, Pennsylvania. Should any of these persons fail to survive me by thirty (30) days, but be represented by children then living, these children shall take, ~ stirpes, the share to which the named person would have been entitled if then living. SECONDI All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the 'possession of my Executor, even though vested and distributable, shall not he subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any bonefioiary and, furthermore, shall not be subject to pledge, assignment, oonveyance, or anticipation. THIRD: All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person or entity. FOURTH I I nominate, constitute, and appoint my niece, DORIS TRAUB, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my niece to act for whatever reason in this capacity, then I nominate, constitute, and appoint my niece's husband, CHARLES TRAUB, as Executor of this, my Last will and Testament. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such obligation. Any of my representativos shall be entitled t/ L. /5..1-10 ACN 101 IlEV-1547 EX AFP (12-94* C_Al TH OF PENNSYLVANIA IlfPARTHENT OF RfVEHUE IIJRfAU OF INDIVIDUAL TAKES IlfPI, 210601 HARAISZURO, PA 17128.0601 ESTATE OF CLEMENTS [AURA FILl! NO. DATE OF DI!ATH 08-18-94 CIlUNTY CUMBERLAND HOTE, TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WlTIl YOUR TAX PAYHEHT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AOEHT" REMI" PAYMENT TO: HOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DEBRA K WALLET ESQ 24 N 32ND ST CAMP HILL PA 17011 DATI! 08-07-95 =-= REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AMour,t R..lttod j CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .... iiE'v: is'4"j' EX"AFP" - fIZ:94T"Niii'-icr- OF" ItiilEiii f ANcE-YA'X "AP' PiiA i sEMENT ~.- At i:OWANCE"iiFi"m......"""" -"- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CLEMENTS LAURA G FILE NO. 21 94-1056 ACN 101 DATE 08-07-95 If In asslllment wal iSlued previoully, linel 14, lS Ind/or 16, 17 Ind 18 reflect figures that includa the total of ~ returnl assesled to date. AOSESSHENT OF TAXI 15. A._t of Lln. 14 .t Spoulll r.t. US) 16. AlOOI.Ilt of Lln. 14 taxabla .t Lln..l/Clall A r.t. U61 17. AMount of LIne 14 t.x.bla .t Coll.t.r.l/Cl... I r.t. (17) 11. Prlnolp.l T.x Due TAX CREDITS I PAYHENT DATE 05-15-95 TAX RETURN WAS, (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE ~ISEn VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. (Sch.dul. Al 2. stock. and Bond. (Sch.dul. B) 5. Clo..ly H.ld stock/P.rtner.hlp Int.r..t (Schedul. C) 4. Hortgag../Hat.. R...I..bl. (Sch.dul. DI 5. C.ohIBank Dapo.lt./HI.c. P.r.on.l Prop.rty (Sch.dul. EI 6. Jointly Owned Prop.rty (Sch.dul. F) 7. Tron.f.r. (Sch.dul. g) I. Total Au.to APPROVED DEDUCTIONS AND EXEMPTIONS: ,. Fun.r.l Exp.n.../Ao.. Co.t./HI.c. E.p.n... (Sch.dul. HI 10. D.bt./Hortg.ge LI.biliti../Li.n. tSoh.dul. II 11. Total D.ductlon. 12. N.t V.lu. of T.x R.turn 15. Ch.rltabl./Gov.rn"""t.l B.qu..t. tSch.dul. J) 14. Hat V.ll.. of E.t.t. Subj.ct to T.x NOTEI RECEIPT HUHBER AA047768 DISCOUNT (+ I INTEREST ("I .00 ( ) CHAHOED (1) (2) (5) (4) (51 (61 (7)_ ,00. .00 .00 ,00 9.383,82 688.00 ,00 (I) 10 , 071 .82 (,)- (10) 5,489.19 .00 IllJ U2) U5) (14) 5.4A9 49 4,582.23 1,145.66 3,436.97 will .00 K' 03. .00 X .06. 3,436.97 x.15. UII .00 .00 515.55 515.55 AHOUNT PAID 515.55 TOTAL TAX CREDIT BALANCE OF TAX DUI! INTERI!ST TOTAL DUI! 515.55 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN fl, HO PAYHENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORl1 FDR IHSTNIlCTJDNS. I no ~(/l ~d UI 1) ."IW ,., ~;., c-. L'i I (~d , lil :'j'j ..l",., ;':1 (j \ Rt:IlAVATllI'" EoI.t" ./ doo_Io dVlllI on or 11I/... Ilec_r II, lllZ .. 1/ on. flltu.. Inl",,1 In lho ..lot. II Iron./"r'" In po.....lon or IfIjOYMnt to Ch.. . CooUlterlO beneUal.rl.. -of thl deGedlnt after the IwpJr.Uon of MY Iltlt. for Uf. or for yur., the C~1th herlbY IlCp"..1v r...rvII the right to IlPPr.... Ind ....... ,rlnlt.r JMlrUenc. lax.. It thl 1...ful CI... . (ool1.ter,1) rltl on MY such lutur. lnterllt. _llI' NOTICEI 10 fulfill thl rtqUlr~t. of Station 2140 of thl InhtrJt~. end Elta'l Taw Aot, Aot ZZ 0' 1991. 12 P.I. 1Io1lon Z140. PAvttENTI DetlCh the top portion of thh HotlOI and MiMlU with your PIYHnt to thl Rtthhr 0' Willi printed on the raver.. II.. ..ItIk. ehook er ...... .rellr p.YlbI. leI IlEGIITElllIF MJLLll, AGENT All PIYNnt. rtcllvM shill fir.' be 1IPP1I1d to My Inter..' which ..y be dull ..1th InY r...Jndtr 1PP1led to the tQ. REFUND (Clnl A re,und of . 'IX credit, which "11 not requutld on the hw Alturn, AV be r.....ttd by ClOllPI,Ung ., "Appl1o.Uon far R.fWld of Ptnn.ylYW111 Inhlrlttnol 1M E.tlt, Till" (REY-UU). Appl1elUon. Ir. .vIlllbl. It the Oflllo. of thl A..iltlr of Nl1!l, InY of thl ZJ A.v... Dlstrlat OfficII, or by oll11ng thl spec,.1 24.hour ."ewerl", ..rvlol ~rl for fori. orderlngl In ~'Ylv.nll l-aOO~S62~!OSO, out.ldI Ptnn.vlvlnll Ind within 1...1 Hlrrhbur. .... 1m) 717.1D9~, TDDI mIl nz.zZ5Z lHolrl,," I....lrld Dnl~). OBJECTIONS' Arty ptrtv In Int.r..t not "U.flld '11th the "",r,ts..."t, 1110W1nC11 or dh.UowtnC. 0' decaJcUon., or ..........t 0' tex (lnoludlnu dllOount or Intlr..t) .. ~ on thl. Notice IUlt objlGt withIn .Ixty (60J dlv, of rlOllpt of IlIh Noll.. bYl uNrltt.., prot..t to the PA o.plrtHnt 0' RIYI4'lUI, Iotrd 0' ~11t, Dept. 211021, ",rrhburt, PA 171n"1021, -~,I",Uon to heYI the ..tter deter.lnld It IUcUt of thl ,ccomt Q' the pe"ontl rlflrll",tIUv" OR ~~IfIPI..I to thl Orphenl' Court. OR AllIUM llTRA1II'! CORRECTIONS I FlOtull errort dlsoovered on thlt .....Mlnt should be tddrtlled In wrlUl"It tal PA Deperteent of RIYInUI, BunlU of Indlvldull Tlx.., AfTNI POlt AU"lMnt R.vltw Unit, D",t. 210601, ",rrhburt, PA 171Z1"0601 Phone (717) '.7-6101. S.. PlOt ! 0' the boo<<ltt "In.trucUon. for InhtrJtlOCe TIM R,turn for I RlllcNnt Dleldlnt" (REY~1101J for en IMPllhltlon of tdllnl.tr.tlv.1Y correatlble Irror.. If tnV tlM due I. plld within thr.. (1) ellendtr sonth. .,t.r t~ decedent'l d..th, I 'Iv. Plrc,"t (SX) dl.oount of lhI I.. p.ld I. .Ilowed. 1I11CIIl.lfTI lllTERElTI Int,,"t II chlrttd beginning with flret dly of dllInqu<<lOy, or nine (9) Mlnthl end OM (1) dly frOll the dltl of dMth, to the dati of P'YMnt. TIM" which bMIM dllInqutnt before Jenuerv I, 1912 bMr Jnt""t .t thl ,.tl of IlK (~) ptrO",t Plr ..... ollcul,tld .t I dilly rite of .000164. All tlMlI which btc... de1Jnquent on Met Ifter .JIrMrv I, 19.2 will belr lnt"..t It I ,.t, M1lch 11111 Vlr~ frOll celendlr y..r to ollender y..r '11th thlt r.t. trW'IlM'tCed by thl PA DeptrtHnt of ReulnUt. Thleppllcable lnt"..t ,.t.. fer au through 1991 "'1 ~ Intlr..t R,te !!!Ih Intlr..t FlOtar !!!! Inter..t Rltl Delh Int"..t Ftotor 19IZ ZDX . D00S41 1911 'X ,00OZ~7 1m I6X .DOD431 11"'"lltl lIX .OODSDI I'" llX .000101 1"/ tX .ODOZ47 1m ISX . DD03S6 lItl"I"" 7X .000192 It" lOX .000174 1"1 tX ,DDOZ47 ....lnt"..t II Clloullted .. fallowlI INTEREST . 'ALANCE OF TAX UNPAIO H mnmea GF DAY' DELINQUENT H DAILY INTERElT FACTOR ".Any MoUoe lllUId Ifter thl tllC bloOM' dtllnqulOt 11111 nfl"' en Int"..t cllcullUon to flft..., ell) din beyond the det, 0' thl ......lInt. If PIYMnt II ndt 1ft" thl Int.nlt OOllpUtlt1on dMtl shown on the Notlcl, Iddltlonel Int.r'lt IVlt be oelcullted. I i I ~ <,\" ~. G 11P" . .: -A H -.Ii::; STATUS REPORT UNDER RULE 6.12 t~/w.' I'IIIY lB r':~:n Name of Decedent I Laura Gertrude Clements of Deathl August 18, 1994 ell" "Jr! Date CUll,; . m Will No. 1994-01056 Admin, No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate I 1. State whether administration of the estate is completel Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 6 months 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 iSI c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders an~ approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Datel~ rOA..I1llL -t. ~.>ttM...t- Signature Debra K. Wallet, Esquire Name (Please type or print) 24 N. 32nd Street, Camp Hill, PA 17011 Address ( 717) 737-1300_ Tel. No. Capacity' Personal Representative X Counsel for personal representative (MAH I rmflAM3) c/ I STATUS REPORT UNDER RULE 6.12 Name of Decedent I [,aura Ger.trude Clement B Date of Deathl August 18, 1994 Will No. 1994-01056 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is complete I Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be comp1etel 6 months 3. If the answer to No.1 is Yes, state the followingl a. Did the personal representative file II final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account iSI c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders an~ approvals of formal or informaL accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Datel 8/22/95 u' . ., I;') .1, ., 1'1'\ ('J "\ .! " , i: liq,. p' H ;,;) a: Go I-Q<ArlQ t. 1.J(I"-~,... Signa cure Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd Street Camp Hill, PA 17011 Address 1..717) 737-1300 Tel. No. Capacity I Personal Representative X Counsel for personal representativB (MAH I rmf/AM3) t;.. STATUS REPORT UNDER RULE 6.12 Name of Decedentl [,aur.a G. Clements Date of Deathl 8/18/94 Will No. 1994 -01056 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is completel Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be comp1etel 3. If the answer to No.1 is Yes, state the following I a. Did the personal representative file e final account with the Court? Yes X No b, The separate Orphans' Court No. (if any) for the personal representative's account iSI c, Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders an~ approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Datel 12/12/95 lOw,,, 1:. i.Jw... Signa cure Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd Street . Camp Hill. PA 17011 Address [., ,-.~ r " I , i.'\ \( .:l I'. ( ) ( 717) 737-1300 Tel. No. Capacity I Personal Representative x Counsel for personal representative (MAHlrmf/AM3) ( r .. STATUS PEPORT UNDER RULE 6.12 Name of Decl!ldentl Laura G. Clements Date of Deathl 8/18/11- Will No. 1994-01056 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1, State whether administration of the estate is completel Yes X No 2. It the answer is No, state when the personal representative reasonably believes that the administration will be comple~el, 3. If the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final . account with the Court? YesX No b. The separate Orphans' Court No. (if any) for the personal representative 's account is: c. Did the personal representative state an account informal~y to the parties in interest7 Yes No d. Copies of receipts, releases, joinders and' appr.ovals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be a ttachec: to this report. Datel 12/12/95 '" " ',' \; .~ " ~ " ,'I .- Li \.: ,. .,.'" lJ' .::J ct"- . ;::::' (,) 1/ l: i;d I; '. ' ~UJ,t4.. 't'. l.J'i1. t-' Signature Debra K. Wallet, Esq. NaM~I(Please type or print) 2('N. 32nd Street' ~mD Hill. PA 17011 ,.Aqqress 1 (717) 737-1300 Te 1. No. , Capacity I Person~l Representative x Counsel for personal representative ( MAH I rmf/ AMJ )