HomeMy WebLinkAbout95-00412
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
} 55
The petltloner(s) above.named swear(s) or arnrm(s) that the
statements In the foregoing petlllon ore true and correct to the best
of the knowledge and belief of petltloner(s) and that as personal
representatlve(s) of the above decedent petltloner(s) will well and
truly administer the estate according to law,
.~G &C :4 t. ,J!;';'J/~
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Sworn to or arnrmed and
before me this 24TH
,
rtl'
Regls/er
No. 21 - 95 - 412
Estate of
JOEL L. WHITMIRE
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW MAY 25. 19~, In conslder~.fu!of th5fetltlon,oiP
the reverse side hereof, satisfactory proof having been presented before me, i'.', . U L' "
IT IS DECREED that BETHLEE I. WHITMIRE '
@areentltled to Letters of Administration, and In accord with such Ondlng, Lellers of Adiiilnlstratlon
q . N
are hereby granted to BETHLEE I. WHITMIRE .,.
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In the estale of
--JOEL C WHITMIRE
97/
FEES
Lellers of Administration ..... S 115 . 00
Short CerllOcates(5 ) . . . . . . , . .. S 1 5 ,00
Renunciation ..........."... S
JCP S 5.00
TOTAL _ S 135.00
Flied .... t'V\X. ~.5.....,.... A.D. 19--'l.L
DAVID A. BARIC. ESOUIRE
ATTORNEY (Sup. Ct. 1.0. 1'10.) 44 B 5 3
17 WF.S'I' so,,'!'" o::'!'tH~F'I' CARLISLE, PA
.
ADDR~S 17013
(717) 249-6873
PHONE
Called attorney on 5-25-95.
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Joel L. Whitmire
Date of Death:
05/16/96
Will No.
Admin. No.
1995-00412
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(e) of the Orphans' Court ~ules was served on or mailed to
the following beneficiaries of the above-captioned estate on
U5/30/95 :
Name
Address
Bethlee I. Whitmire 945' Ridqe Road, Mt. Holly Sprinqs, PA 17065
Eric Hetrick 945 Ridqe Road, Mt. Holly Sprinqs, PA 17065
Shirley F. Whitmire 945 Ridqe Road, Mt. Holly Sprinqs, PA 17065
Stephanie M. Whitmire 945 Ridqe Road, Mt. Holly Springs, PA 17065
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except None
Date:
05/30/95
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Signature
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Name David A. Baric, Esquire
Address 17 West South Street
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Carlisle, Pennsylvania 17013
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Telephone(717) 249-6873
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Personal Representative
Capacity:
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Counsel for personal
represent a t i ve
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IN THE COURT OF COMMON PLEAS OFCUMBER~NOOUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
File No.
2195412
Estate of
JOEL L WHITMIRE
. Deceased
NOTICE OF CLAIM by CAPITAL ONE F.D.B. AS SIGNET BANKCARD
filed pursuant to Section 3532(b)(2) of the Probate, Estates,
and Fiduciaries Code, 20 Pa.C.S.A. ~3532(b)(2).
TO THE CLERK OF THE ORPHANS' COURT DIVISION:
Enter the claim of
CAPITAL ONE F.D.B. AS SIGNET BANKCARD,
(Claimant)
in the amount of $ 221.91
, against the above-captioned
estate. The decedent, who resided at
POBOX 281
(Street Address)
MT HOLLY SPRINGS CUMI\ERLAND 'County, Pennsylvania,
(City/Borough/Township)
5-16-95
(Date)
was given to BETHLEE WHITMIRE C/O DAVID BARIC ,
(Personal Representative and/or his/her Counsel)
00 "
. Written notice of said claim
died on
at 17 W SOUTH ST CARLISLE PA 1701~
(Address)
on
1-3-96
(Date)
~laimant. ~
P.O. B?X 85t76
Address
RICHMOND VA 23285
~
Claimant's Counsel:
Address
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--- -'. -- - ..........-
MASTERCARD STATEMENT
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COllNTT OF
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CUMUmU.AND
AFFIDAVIT IN SUPPORT OF CL.\IH AG.UNST T1IE !SUTE OF
21-95-.412
JOEL L. WHITMIR~:
O.C.U.II
CASEI
Nat
Uarbara Rumsey
I,
, Accounc a.pr...Dcaciv. for Cl.~N."c.
PO Uox 29112, Shawnee Mission, Ks. 66201, (913) 676-40B6,
LOWES.
cl&1III of ch. Eacn. of
JOEl. L. WHITMIRE
ch. .\111 of
,D.c....el. RaI.
Ilundr"d ninety three dollars and ninety four cents
one thousand one &
($ 1193.94 ), a. .Viel.DC.d by ch. follovtDl caspl.c.. LL.ic.el iC.a1z&cioD
and och.r .ccach.d documencacioD. Thar. .r. no .ddicional cr.dic. or
off..c. due cha .ccounc axcapc cho.. .cac.d. Th. buia
CB22203907794B4
of our cla1lll is U
follo... :
Ravol,,1nq charqa .ccown: .
Openacl
April, 1995
8 ILLI:lG DArE
ClIARGES PAYMENTS ClI.EDITS
FINANCE C!WlGE BALANCE
516.1B
15.42 1193.94
4/95
5/95
516.1B
683.34 21.00
00
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(SilJl.&cun of Cla1lllallc).7
Barbara Rumsey, ACCOWlC R.pra.ancau".
flJp ~1J1."'."'P
PO Box 29112
Shawn.. ~....~~ ~. ~~'n,
(Mdn.. of Cl&1maDc)
Subscrib.d .nd .vora co b.for. m. cb~
21st
P/oi.IE~^ MELTON
a~. NlUIV",..:",.e..."'~
-'Yyllol(....::lt.. '/.J\'I'IL
day of August
CJ) I \../'1')'
'- Cl ))l,'J/l (t., tl_:I)
Nocary PubUc
,199 5.
My Cam.ia.iOD axpir..
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""~"~~~~t:~:".. \ ';':il~~r~:(i~{~; [:~:~
Of [DENT' N,A,M( IlA!!. IRS. AND MIDDl[ IUI 1"11 IC D H' COM \ A
WIIIT/l'I/RE Ji.HL L. (7-I~' /";;',,1,, /,','U, I';;' '7
'OC/I;L;CURI~N~a(R/ f;:.J1 \DAi~fj{j.AfI~-=-.'\"...>(}r ~~itf:-~' Ii if ;/,': I 1,1,.,.. r; ,,'
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!I'i! 1. Orlglnol Relurn [] 2. Supplemenlol Raturn U 3, Remainder R.turn
(lor dot.. 01 deolh prior to 12.\ 3.B21
o 4. limited E.,o'e LJ 40, Futuro In'are.' Campromi.e U 5. Federol E,'o,e To.
(for doles of death oher 12.12.82) Roturn Required
o 6. Decedenl Died Te,'ote D 7. Decedent Moinloined 0 living Tru,' 0 B. Tolal Number 01 Sole Depo.1t Bo,e.
(Moch copy 01 Will) (Alloch copy 01 Tru.')
ALL CORRESPONDENCE AND CONFIDENTtAL TAX INFORMATION SHOULD BE DIRECTED TO,
NAME ~ ~ MPl ~ I IN A DR "",' . ;,
I)/}I//.:I //. LM/v'::" r ~ ~/"I':': ';:' i I.JI.'I,'I':" ~._)C.,y.:;/o!",-;.
'!PH H HUMB B I 7 vV, ~""<' (111) 7 '. '
( 7171 2(11- 1,,//3 (^'(\'U~UI 1 'A l'Im::.-
1. Reol E.,ote (Schedule A) (11_~'~'C';) . -"
2. Stacks ond Bond. (Schedule 81 ( 21
3. Clo.ely Held Slock/Portn".hip Inlere.t (Schedule C) (3)
4. Mortgog.. ond Nole. Receivoble (Schedule D) ( 4)
5. Co.h, Bonk Depo"h & Mhcelloneau. Pellonol Properly( 5) II, 52/. 71
(Scnedule E)
6. Jointly Owned Property (Schedule Fl
7. Tron.lell (Schedule G) (Schedule l)
B. TOlol Gron Anal' (10101 lines 1.7)
9. Funeral Expenses, Admlnhlrative CasU. MliCellaneous
Expen.e. (Schedule H)
10. Debu, Morlgage liabilities, liens (Schedule I)
I\. Talol Deduction. (totolline. q & 10)
12. Net Value of Eslale (I1ne 8 mlnu, line 11)
13. C"arilablo and Governmenlal Boque,'s (Schodule J)
14. Nel Volue Subject to To, (line 12 minu.line 13)
15. Amount of line 14 taxable al 6% rate
(Indude valuos from Schodule K or Schodule M.)
16. Amount of line 14 taxable at 15% rote
(Include volues horn Schedule K or Schedule M.)
17. Printlpal tax duo (Add tax (ram line 15 and horn line 16.)
18. Credils prior Payments Oi"ounl InlOrO$t
m__--------.---- + .n__.,"__'__-__-_~__ -~.--~-----.--...
'9. If lino 18 is groalor Ihan line 17. onter the differenco on line 19. Thh. is the OVERPAYMENT.
aO'''l'r.f:I...I''........................'ltlhll_._.,'nr.T:~...I.I.,_...I'II!.l.:.&'""'.1I111
20. If line 17 is groaler than line 18, onler Ihe diUeronce on Ii no 20. This is the TAX DUE.
A. Entor Ihe interest on the balance due on line 20A.
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(20B) __'_ ,0
B. En.er Ihe 10'01 01 line 20 ond 20A an line 208, Thl. i. Ihe BALANCE DUE.
Ma~' Check Payable to: Rlgll'er of WlII., Agent
. .6E SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH....
Under penahi.. al perjury. 1 declare ,ha" hava a,amlned ,hi. re'urn. including accompanying "hedula. and ,.a.amenll. and.a the be.' al my knawledge and ballef
it "Hua. carrect and camplale, I daclara .hal ali raale,.ale ha. baen repalled a..,ue malkal value, Dacla..lIan 01 p,epa,er alher Ihan Ihe pe"anal repra.enlallve i;
bo,ed on 0\1 Information of whith prllpar.' has any knowledge,
W::""'"II'~'O'~~'''"W ....... r0f ....
_ ..~~Ni.lTi1-~.~.Q~QD~~y~~ (_1:\6\~- b,~:~'dCk5L
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (".) IN THE
APPROPRIATE BLOCKS.
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, .......................................
b. retain the right to designote who shall use the property transferred or its income,
r t . .. t t
c. e oln a 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 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? ......,..,.......................................
3. Did decedent own an 'in trust for' bank account at his or her death?.....................
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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COMMONWU,UH o. peNNSYlYANIA
INHUlfANce rAX 'UUIN
'ISl~Nrl?lfID'Nr_ .__._____._____.________._____.___._____. _. _ ______ .- ..-.---.,-.-_-,.....::.;.,;..;-..:..=-o;,;_-=.:::-..c-~=-==
E5TATi-Of-h~: -t.u;;;-;;I-~:-r;-----'- d_ ~~~Nq~ -c;'112
_______._._v____... ________0_.___.____.______.__. .-.... -. ----- -'".--.--.~--.._--.-.--+.-
(Proporly 'olnlly.ownod wllh RighI 0' Survlvo"hlp mull bo dloclolod on Schodulo FI All rool 0110'0 Ihould bo roporlod 01 '01, mo'~ol voluo
which I. defined at the price at which property would be exchonged between a willing buyer and 0 willing leUer, neither being compell.d
to buy or ..n, both having reasonable knowl.dg. af th. r.levant facti.
ITEM I .-------",. ..-0--'----,,--,--- --------;ALUE AT DATE
NUMBER I OESCRIPTlON OF DEATH
----_.----- ..------.---....-- ._--_.~, ._-~---.~
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1.
2,
SCHEDULE A
REAL ESTATE
(? cf r:::;- k/IL..,; E ;<,:.) i.;, ,
P;J 1706 -:-
I/'Y;tll~}t:'-' efl !:,f>fik iJ~r6L, q /')Ir,~
"';/~('G:,l,"t)L'b /N t,J(~I::1- ~'O,t; 1;:0 1" 711
. /
8.::/;"6 /.) tOI (,.../.,.N tV flltrtJu.E ~IIIC:
&hCl Ot.ltll{)(lSE; RD. filf/J;., tt,,2 ~611(/r..f: 'Il:2I,t:;;'OC)o{Jr)
/(&>, I tlICJ,vI?~1: 7btv/V~J.J;PI {O/ltet:llt.lfA-b
{ (..t/A/)"I
6tl DUb> ~;?'h //~I?IL.
NOl/el/ldEe 0,. 1<iC,Z
A;\.. ~ 11)6:cn"~f l.. II'v
:;c)' 13 c:; ~ S 11'1\, b
/I, 9" If{ e. 'D
29 /111 ;f~b
I ,
Re:.. ;Jt:.(,1 f vft {/
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/..Ie.~j...J Q:J(.1~:C;
~"':J r- r:/~z.
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S'e !/t:A!;,' C- Tt<' de U: t..~,..:' (VC.'L\j_ f.. N ^' (:; s
/ N rtJ 'iT." ,e 72){<., I~ t; tiJ I ~ I 11/( I: t:! ;/1\,/
(;;Ut'!/7 (, / A
~'101 oll(;. ()O
5 010 $'~o.'O
TOTAL IAI.o on'o' on IIno 1. Roco lIulotlon
(II more .pac. i. nllrJ.d, in..rt additional.h.." 01 sam. sin.J
.
Uv.uoI...t2111
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
.
ESTATE OF
COMMONWI!AlTH Of 'I'NNIYLYANIA
INHIIITANCI 'AX .nUIN
IISIDIHT DICIDINT
. PI.a.. Print ar f .
FILE NUMBER
OJ I 9<;'- 6'112..
~eL
WI/I rl'lll/iE
(All property lolnlly.ownod with th. Right .f Survlvonhlp mu.t b. ell.clol.cI on Sch.dul. ')
ITEM
NUMBER
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q..
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DESCRIPTION
7.
1'171 {ilt;v~()(.e-I' !H,I~;()L J(}
/C;rl Ll/c~IIJOt.6 T I:-ID 8L/JZeR
11:?''':..- r--- I~O ,L::-o1?0 PlC:k'w,t9
/C;c; Z. KI'1W..o5I1k/ Kt ~C;;-O 1l1"7'-"U~t:.U.:.
/79'1bW/lSIJK,' Arv
/lll~ {'eLL 4/V'c OU ~ /4;a Co IV Al. .,.t,
ffvc.. CIISC.KIN6 ,4((1'
(A"Gch addltlonol 8V1- )C 11" ,h..lt If mor. 'poco II "..d,d.)
VALUE AT
DATE OF DEATH
II S;t.J~ . VO
tJ S-C;(J . C/'O
21 '5 7S-. v-o
~ 75:t; . ~'-O
21 qc;-rJ, U()
1)(,)f/o,P'D
36t.. 77
S II ,81.7
.,y.nllU.1116I
~:~:~"
_.31.:.100
COMMONWEAltH Of 'ENNSYlVANIA.
IHHUIfANC( rAllUUIlH
l(SIOINr OECfDENr
I SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
1_
ESTATE OF T
UO~t.. WI/,;/lIIAt;:-
Ploalo Print or Typo
FILE NUMBER
'2/ -1 <:;'- 0'112.
ITEM
NUMBER
A.
2.
3.
B.
DESCRIPTION
AMOUNT
1.
Fun.ral Expen.e.:
c:wlNb &IIJ1Ntl?f. {Nt.: win (-/(~N
, I
~~""vL 1111J1..'kc: R
D"'R/~ '- Lo r
'"
C;C:;-o , e 0
of '27C;:-. f,-r)
~'3C10. (I'(J
1.
Admlnlltratlvo COlhl
Personal Representotive Commissions
Social Security Numbor 01 Porlonal Roprosenlollvo:
Year Commlnian, paid
2.
A"orney Foes ~,~.... "~
, - ;..J".1/~ 1\..1
/..? ' I
UI'J^'I c.... f JCltf ,;ff'o!.
t 3 I 'P'<;;4 . oq
'It.2 0 (J O. vo
I
3,
Family Exempllon"" . ,
Claimant 73~7W'tit: b!iNITIIfIPJ:Rolalion,hlp
Addro.. 01 Claimanl at docodonl" doath
Ci,,- .0 .
Slroot Addre.. /.,. C; 1"1 Ib6 t;
City III To 1/"" 'I ~f1i'1N6 s:
Zip Codol'lOb~
Sit,n$c
/1:.. :;; 1
51010 tlJ
4.
Probate Fees
L/ '
n ~tC.,;$;6./<
tll/I. ~~)
~ /-- tv I<:'~.$
C. Mlscollonoous Exponlo"
1.
7/78. ~tJ
FIl.'/.:v6 1="6. c::; T.tJ ~Vlt:r ?eAd?Il" ;-~
TOTAL IAI,o onlo' on lino 9. Rocapllulalion)
(If moro Ipaco II noodod, Insort addltlonallhootl 01 samo Ilzo)
s 7 (;'O?, ~7
.
""",...,'" ~:~)j. I SCHEDULE I I
(OMMQUWIAIIHOJ'INN"hAtIlA. DEBTS OF DECEDENT, l'
__ _,_'~~:::~~'~\I"\~~:':~~'"J, _~ORT~~GE_~~AB~I!I~~ ~,~.~ LIEN~5_", Ple,!~~, P'I~~~! !VP!.__=
ESTATE OF I ' FILE NUMBER
-V()I!:(.. tUtOii/II/-':!E 21- r;C::;-'0'/12-
_.__._-~..._---_._----~,----_._""... . -----, ---"--'-~------._-- ---- -_.. - ._-._------~--,--
ITEM
NUMBER
- _..._-~. ---- --_____.__~_.__..__,A..__ __._______~_________ ._____._____..___ _.._~._.__..._.__
AMOUNT
:?
.
!-.
Go.
'1.
..E,
9.
I'D,
DESCRIPTION
."- .._>-~-------._-_.
1.
4-,
F,.. /.:. II/ Q A' !:: TA' (I r.. 'T tt..
/NShJl.(..IIU;.NT LvII^' (I.(J~L. 7"~I(U: ')
;/N(,. g"Nt: ;{.-.".
,
Itf.- V/'J 't. Htl:.'"" ')- {.t'../V rv (, .K.r,v')
l?rv (. /1~ IV t: IV. t<J.
,
1rl-~Trll.A../I!t.:,.....," t.<>I\'N (/11D'TtJl?C.frCI.4)
I . ~ I
7/<,f/v S ,4 fIlE ~ /C.,tJ /~IIV nl'vCltlU_ :.::;,c:RI/Ic.e!;.
/IVST,oJI.("III~A".{ /L./Uv (J11,,~r-6"6E It--U1.tt:.IP'Z)
bo&. t't{.'lt r (,;; f) c> .
1/ /J tl.Jt:J(. b SIIt.:tAJlJ l .,. t" R
(1IIo~r6~bf. Sc;C((!ett'b Be-I /!1t:l:fIJN
LUtIVT7 ~(JpeRr(.l)
btllll/'d t.. ftl'/t;:Rr
(;.?~,(H':O^,AJ '- ICI'i/V)
..J IJII/g f-/..ccvf" Rr; t:<;q).
<.. eo' ~ '- Ft,,,, :::t.c; '/ It' L c; ')
If $ /? EYC/J I//} IlivG
C ~/tI /,;6/J1 E IV .,>)
,
LC0ES (Cl?c't.':-r #cc)-. ')
~/,/93.9tf
...~~~r#S"".A"....,."".F._...L.....".....,,",..,,-,.""\'O.1I#i,.,,-...'_'.__,_-;; ,. .-1'
~! ~ ~ 7';', tre)
'1}. "1'-/ 'I fJ" (:;;'1
f'il, ? 90, (.r()
'5'4, t/ It/, 38
":>,
~I 57 Cj (J o. f/{Y
?d70b (,D
I
.,j ;, t-.., '70-::-
-' ~ t l. .
v2 /, '1 I ?.7s.--
-S/6Ne'T t5/iJA.-,n:;.J,.! 'L. (>1MSns/P C"NPb)
'7jI 221,91
TOTAL (Aho enlo, on line 10. Rocopllulollon) $
{If mor. 'pace is ntlded, insert additional she.II ot some sjze.J
. ..
SCl';~ belt t9 I
(("'e>,j"T, ')
/1. /(/;#1 ~I?t;~r ~OOtlCT~ Z/'v~. ?Zdd;?, c;bB.o()
(et..A/M Po,>; 7/11111t:J1<l ,4t.t.t..~'b
Tt:l N,tJl/c MIT t5ctSN b~I./~6.I2t:b)
~-"""~____.>f-n-=>"'~YJ"'"~';_~t_''''';"~_'"'i4_~"".{4i""...'''''.-~,p:p""-,,,,,__~.::"--~_..
ItV.lJlJ"_ IUP!
'*'
C/)MIrIlONWIAl,tt 0' 'I"'N'''VA'''IA
IN....nANeI ,.. uru...
....OIN'DICIDIN'
SCHEDULE J
BENEFICIARIES
InM
NUMBIR
NAMI AND ADDRISS Of BlNIfICIARY
fiLl NUMBIR
,;; / 9<:::;" 0 '112-
I AMOUNT OR
RELATIONSHIP SHARI Of ISTAn
I51ATI Of
Jot:. L WNIIIJ'/~E
A. Taxobl. alqul"'1
I.
)
U';;7NU:.C ..z:. /',1J17/11l1,I
LJ .." ( ,
, /,/'"':,- ;1..')ll;(,.:':;- ,w-'(.;, I ;//7, IT'III' )/~JlII. ',11
fl
III /711'-;
'~~I-:" !.t "., E
..
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.
, '
SN II?Lli I, ,t:, (4 All r,11 II<' C
('I'F~.I'I,,/:f /)t;, I'j) lit,,",
r.. ' /
-/ btJrl/,.;J 1/~ ,,;.
{,J!'I,-. (.~ h) Ilt(" -
J
.
~ .
Sh/W/,J,vlic
';'1"'":' /' , i., "of'
Ii', ....Nlr"'/A'c.c' 'J
I't,.. } /I!? /I'("~ " .ri,;" '(.1, a'l In
II">
'., .. )
UI.J,'!/',v?.:l. I.....
ITIM
NUMBIR
NAME AND ADDRISS Of BENlflCIARY
AMOUNT OR
SHARI O' 1ST A TI
8. Charllabla and Gavlrnm.nlal alqulIlll
1.
TOTAL CHARITABLe AND GOVeRNMENTAL BEQUESTS (AI.o Inlt, on IIn. 13, Rocopllulollonl S
(If more .pace I. n../J.d, In..rt additional ,h.... 0' ,am. ,11.1
v'
/:.r .3~' - 'I
REV-1547 EX AFP (12-95*
COHHOHWEAllll OF PENNSYLVANIA
OEPARTHEHI Of REVENUE
BUREAU OF INDIYIDUAl 'A~[S . .
DEI". 240601
HARRlsaUAG, PA 11128-0601 -=
CL/'
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHEHT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 08-05-96
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
CUMBERLAND
NOTE. TO IHSURE PROPER CREDIT TD YOUR ACCOUHT, SUBHIT THE UPPER PORTIOH OF THtS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAKE CHECX PAYABLE TD "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
DAVID A BARIC
OBRIEN ETAL
17 W SOUTH ST
CARLISLE
PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount Renitt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ifiv:is4j-EX-"FP-n2=9ifj-rio'ficE--OF-YNHEifiTANCn,"AX-iipiiiiiiisEHEri'r;-"Li:owANcE-oli---mm--m---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WHITMIRE JOEL L FILE NO. 21 95-0412 ACN 101 DATE 08-05-96
TAX RETURN WAS, I X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN.BASED ON: ORIGINAL RETURN
1. R..l E.tet. (Schedule AJ (l)
2. Stock. and Banda (Schedule OJ (2)
3. Cloady Held stock/Partnership Interest (Schedule CI 131
4. Horta.ga./Hot.. Receivable (Schedule DJ (4)
5. C..h/Bank Deposits/Hise. Personal Property (Schedule EJ 151
6. Jointly Owned Property (Schedule F) 161
7. Tunafa,.a (Schedule GI (7)
8. Total Au.t.
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Fune,.al Expans../Adll. Co.ts/Hhc. bpen... (Schadul. H) (9)
10. Dabb/Hodgag. Lbbil1Ues/Lhns (Schadul. I) nO)
11. Total Deductions
12. Net Value of Tax Return
13. Charitabl./Gov.rn.antal Baque.ts (Schadul. J)
14. Nat Valu. of eat.te Subj.ct to Tax
I CHAHGED
66.500.00
.00
.00
.00
11.581.79
.00
,00
IBI
78.081. 79
7,608.59
98.385.77
IllI
1121
1131
1141
InG.994 36
27.912.57-
.00
27.912.57-
NOTE:
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
If an assessment was issued previously, lines
reflect figures that include the total of ahh
ASSESSMENT OF TAX:
15. Allount of Lin. 14 .t Spou..l rat. US)
16. Allount of Lin. 14 taxable .t Line.l/Cb.. A rata U6)
17. Allount of Lin. 14 taxabl. at Coll.tar.l/Cl... Brat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT 1+ I
INTEREST I-I
.00 X .00.
.00 X .06.
.00 X .15.
I1B)
.00
.00
.00
.00
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAH .1, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR IHSTRUCTIDHS.)
Q :~
...-
':'l
N
o.
~1-
''''''It_.
'>
"
....
In
I
,-'
~
~
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UU
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<Ull:
0:
RESERVATION I Elt,t.. 0' d.c.d.n.. d~lnll on or b.for. O.u.b.r Il, 1911 -. If MY 'utur. Int.r..t In the ....t. II t"'n.f.rr.d
In pa.....lon or .nJow..nt to el... . (coll.t.r.l) b.n.flcl'rl'l a' the d,c.d.nt ,ft.r thl 'Mplretlan of .nw ..tet. for
11ft or for w..r., the Co..onw..lth h.r.bw IMpr...lv re..rv.. the right to IPpr.I.. .nd ...... trln.f.r Inh.rlt_nc. TIM.'
et the Ilw'ul Clt.. I Ccoll.t.r.11 r.t. on 'nv .uch 'utur. Int.r..t.
PURPOSE OF
HOTlCEI To fulfill the requlr...".. of Section 2140 of the Inh.rlhnc. Ind E.t.t. hM Act, Act ZZ of 1991. 7Z P.S.
S.ctlon ZUO.
PAYHEHT,
O.t.ch the top portion of thl. Notlcl and .ub.lt with ~our P'~'.nt to th. R.gl.t.r of Will. prlnt.d on the r.v.r.. .Id..
hH.ke chick or .on.v ord.r, p'~abll tal REGISTER OF NILLS, AGENT
All p.w..nt. r.c.lv.d .h.11 flrlt b. IPpllld to anv Int.r..t which "V b. due with anv r'..lnd.r appll.d to the t...
REFUND (CR), A rlfund of at.. crldlt, which w.. not r.qu..t.d on the TaM R.turn, "v b. r.qU'lt.d bw co.pl.tlng en "Appllc.tlon
for Rlfund of Plnn.vlvllnla Inh.rltanca and E.t.t. Tu" tREY-UUI. Appllc.tlttn. .ra .v.IIDbl. ,t th. Offlu
a' the R.gI.t.r of Will., InW of the 25 Rlvlnu. Ol.trlct D'flcl., or b~ c.llln~ thl .p.clal 24-hour
,",wlrlng .arvlc. nUlb.r. far for.. ord.rlngl In P.nn.vlvenll l-aOO-56Z-loS0, out.ld. P.nnlwlvanl. and
within IOClI Ilurhburll .r.. C7171 187-8094, TOO' (17) 77Z-USl IHllrlng I.p.lr.d Onlyl.
OBJECTIONS I Anv p.rtv In Int.r..t not ..tl.fl.d with the nppr.I....nt, .llow,"c, or dl..llowanc. 0' d.ductlon., or ........nt
of t.. (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .u.t obJ.ct within .I.tw (60) d.~. of r.c.lpt 0'
thll Hotlu b~1
--wrl".n prot..t to th. PA Dlp.rt..nt of R,vlnu., Baud of App...., Dlpt. zalOll, tlarrhburll, PA 17Ila-I021, OR
.....cUon to h.v. the .....,. d.t.r.ln.d .t ludlt of the Iccaunt of th. p.rsonll tlpr...nhUvl, OR
--,pp'el to th. Orphtn.' Court.
AD"IH
ISTRAflVE
CORRECTIONS I
F.ctutl .rror. dl.cav.r.d on thl. ........nt 'hould b. .ddr....d In writing tal PA D,p.rt..nt of R.v.nu.,
lur..u of Indlvldu.1 T.M." ATlH' Po.t A.......nt R.vl.w Unit, Dlpt. la0601, H.rrl.burg, PA 111la-0601
Phon. (717) 1117-6505. S.. p.g. 5 of thl baokl.t "In.tructlon. for Inhl,.ltanc. T'M R.turn for. R..ld.nt
O,c'd.nt" (REY-15ol) for .n 'MPlan.tlon of Id.lnl.tratlv.lv carr.ctabl. .rror..
DISCDUNTI
I' Inv t'M due I. p.ld within thr.. (51 cal.nder lonth. Ift.r thl d.c.dent'. d.eth, a flv. p.rc.nt I~~) dl.count of
the tlM P.ld II tUow.d.
Th. 15~ tax eln..tv nan-partlclp.tlon p.n.ltv I. co.put.d on the tot.1 of the ta. and Int.r..t .......d, and not
p.ld b.for. Januarw la, 1996, the flr.t d.W Ift.r the .nd of the ta. a.n..ty period. Thl. non-partJclp.tlon
p.n.ltv I. app..llbl. In thl .... lann.r end In th. the .... tl.. p.rlod .. wou would epp.al the taM Ind Int.r..t
th.t hit b..n .......d II IndJut.d on thlt noUc..
PEHAL TV I
IHTEREST'
Int.r..t I. ch.rg.d b.glnnlng with flr.t daw of d.llnqulncw, or nln. 191 .onth. and on. (II day fro. the d.ta of
d..th, to thl date of pay..nt. T'M" which b.ca.. d.llnqu.nt b.for. J.nuarv I, I'll b..r Int.r..t at the r.tl 0'
.Ix (6~) p.rc.nt p.r annus cllculat.d .t a d.llv rat. 0' .00016~. All tIM" which b.ca.. dallnqu.nt on and aft.r
J.nuarw I, 19a2 will ba.r Int.r..t It I r.t. which will varv fro. c.l.nder y..r to cal.nd.r v..r with that rlt.
announc.d bv th. PA D.p.rt..nt 0' R,vlnu.. Th. .ppllcab~. Int.r..t r.t.. for I,al through 1996 .r.,
t!!! Int.r..t R.t. Dally Int.rut Facio,. !!!r Int.,...t Jfel. Dally Int.,...t Factor
I'll UX .000S,.. 19111 OX .000lU
19U I6X ,ODDUa 1'811-1991 IIi( .OODSOI
19114 lIX .000lDl 199Z 'X .000l41
1985 UX .ODoJ56 1995-1'94 IX .ODOI9Z
19116 IU .00Dl14 1995-1996 'X .000l41
--Int.,...t I. c.lculatad .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF ~AYa DELINQUENT X DAILY INTEREST FACTOR
--Anv Hotlc. I..u.d tft.r tha t'M b.ea... d.llnqu.nt wIll r.fl.ct .n Int.r..t c.lcul.tlan to flft..n (15) dlw'
b.wond thl d.t. 0' the ........nt. If p.w..nt I. ..d. eft.r the Int.r..t co.put.tlon d.t. Ihown on the
Hotlc., addltlon.1 Int.r..t au.t b. c.lcultt.d.
#....
"
\,
JRD/June 3D, 1992/17858
REGISTER OF WILLS
Cumberlond County Courthouse
One Courthouse Square
Corllsle, PA 17013
NOTICE pURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
personal Representative
Counsel: DAVID A. BARIC, ESQ.,
RE: &late of
JOEL L. WHI'l'MIRE ,Deceased, ute of
MT HOLLY SPRINGS BOROUGH
&lateNo.: 211995-0412
Date orJ)ecedent's Death: MAY 16, 1995
Pursuant to Rule 6.12, the above named personal representative or the above naIDed attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
appUcable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Repon Is filed with the Register of Wi\1s or Clerk of tllll Orphans'
Coun, as appropriate, within ten (10) calendar days after the date of this Notice that thll Register of Wills
Is required to notify the Orphans' Coun Division, Court of Common Pleas of such delinquency and to
request that saId Coun conduct a hearing to detennine whether sanctions should be Imposed upon the
delinquent personal representative and the delinquent personal re~resentatlve's counsel, If any.
Accordingly, if the requisIte StatuS Repon Is not filed by J UL Y 1 , 193} you are hereby
advised that a request wUl be submitted to the Court in accordl\llce with Rule 6.12. (\ -
Date: JUNE 20, 1997 alIA I, \ ,LI~1 .. lfL~r
De uty egister of Wills 1
Distribution to Estate File
'.
~
./
i;;,
"
!
STATUS REPORT UNDER RULE 6.12
'i;
,
,
Name of Decedent: .."bu:. t,.. tuN/r7I1I~G'""
Date of Death: 7-w1'J'1 I~/ /115"
Will No.
Admin. No. 2/1'?95-0r;./Z
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 No ><
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: (J::;r""t:,t:!'e , 1'71?
.
3. If the answer to No. I 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
Cerk of the Orphans' Court and may be attac~ed to t~ report.
Date: ~/i?3/1? ~~~ ~,
Signature
boll/at 11. &R/~I t:r~,
Name (Please type or print) 17
17 W. .YJU1N S7"URC/S;~ !A l7dij
Address .
'0 "iJ
-
-
- -(
:':l[L
......
Cl..
......
N
(7/7) 2'/7-671'3
Te 1. No.
~lj
-,
Capacity:
Personal Representative
I( Counsel for personal
representative
:. "
.";-
ci.:UM
r--..
p.
, L"
i=?::J
()(j
(KAH: rmf/ AM3)
STATUS REPORT UNDER RULE 6.12
Name of Decedent I ~I:rL L.
Date of Deathl S/ /~ ;1S-
Will No.
w/.J! r 11-11 iu:-
Admin. No.2/-/'f'1S--~'i/z.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate I
1. State whether administration of the estate is complete I
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I /2/'U?J
3. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerle of the Orphans' Court and may ~\ at;~;, to"p-.s report.
Date: t-/I"/f? ~ ", ~
Signature If'
}),..",'c! /J. D~/c.
Name (Please type or print)?
17 W. ~"'J.i .Qt. (JqRl~'-'=i r.. /1tJ73
Address
0",
;~~";;
,...,
r?
r5~
')
} :'
r:>
')
(7/7) Z.if1-~Y7.3
Tel. No.
-
Co.
r.. ..
?l,H:
0.:;:;
Uw
&cr:
N
-
~
~J
Iii
'.0
~s::
DO
x
Capacity:
fJ?
Personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
(!/
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, .
JRD/June 30, 1992117858
REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: nll.VTn ll.. Rll.RTC'. K<;O..
RE: Estate of JOEL L WHI'IMIRB
r-rr HOLLY SPRINGS BOOOUGH
Estate No.: 21.1995-0412
Date of Decedent's Death: 5.16.95
, Deceased, Late of
Pursuant to Rule 6.12, the above named personal representative or the above named allorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal representative, or allorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Repon is filed with the Register of Wills or Clerk of the Orphans'
Coun. as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to notify the Orphans' Coun Division, Coun of Common Pleas of such delinquency and to
request that said Coun conduct a hearing to detennlne whether sanctions should be imposed upon the
delinquent peaonaI representative and the delinquent personal representative's counsel, if any.
Accordingly, If the requisite StatuS Report Is not filed by 6.24.98 , 19_, you are hereby
advised that a request will be submined to the Court in accordance with Rule 6,12,
Date: 6.9.98 ~'\JJ..,'v.I;/.>f.:1~~I!Yrr1J1J~
Deputy egister of Wills
Distribution to Estate File
(}./
./
STATUS REPORT UNDER RULE 6.12
Name of Decedent I
JOEL L. WHITMIRE
Date of Deathl HAV 16, 1995
Will No.
Admin. No. 412-1995
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 x No
2. If the answer is No, state when the personal'
representative reasonably believes that the administration will be
complete:
J. 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 x
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 x No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
:::::: 7: ;;~.n.' Conr< and n~y ~22f'a.po't
, Signature
DAVID A. BARIC, ESQUIRE
Name (Please type or print)
O'BRIEN, BARIC & SCHERER
1'7 tdJO'C:ry'I c:nnl'J1l-1 C:'T'Dl:'l:'rJ'I
Address CARLISLE, PA 17013
N
r-'I
r.~
~c
I
(717 I 249-6873
Tel. No.
'i
Capacity:
Personal Representative
x Counsel for personal
representative
L_
}~
~: ::;
"".
--.
(HAH I rmfl AMJ )