HomeMy WebLinkAbout95-00430
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I)ETITION FOIt ItROIIATE nnll GltANT OF LETTERS
E.\/alt' IIJ ,~ary' Isabelle 11011 _~____ No, _..~!::,~,~~__..~~,Q
ul.\'o klllm'll us Tn:
lleHi,ler of Will, for Ihe
.. _____~ /Jet'I'/I""". Couut)' of __CllmbJlJ'lllnd in Ihe
SlId/ll SI'I'lIrllY Nil. -..l!ji7-32-29l2 COll1l11onwellllh of I'eumylvllnill
The pellliouof Ihe 1Il1de"igned,e,peclfully repre'elm thm:
Your pelllioner(,), who i,llIte IN yell" of IIge or older lIulhe execot rlx
Inlhe IlIsl will of Ihe IIbove decedenl, dllted J)~cmbcrJ.4,
IIl1d codicll(,) dilled -^llgusll.-1U,89
nllll1ed
.19.7.5_
1'lalC Id~\lll1t dr!:IlIll\IUII~'C', C.lI. rClluudlllhm, LIL',lIh uf C\L'clllur, CIC.)
Oecendenl WIIS d0ll1iciledll1 dellth In Cumbcrllwd County. Pennsylvania, with
b "" lust 1'111011)' or prlnclPll1 residence III 770 South lIanover Street. Carlisle, Po,
(Ihl \treel, IIlIlIIher nrulll1l11li.:lp;lIil)')
Oeceodenl Ih~u 86 \,el\l:S of lI~e, died December 21, , 19 94
III Alliance 110me, 'I'/O'Soutfi Hanover'S." t,;arllsle, po. .
Excel'llls follows, decedent did nOlll1arry, WIIS nol divorced IInd did not hllve II child born or IIdopted
IIfler execullon of Ihe will offered for probate; WIIS notlhe viCll1l1 of II killing IInd WIIS never IIdjudlcaled
Incompelenl: no exceptions
Oecendent III dellth owned properlY with eSlill1l1led vllloes liS follows:
(If domiciled in I'a.) All personal properly
(If nol domiciled in I'll.) I'ersonlll properlY in Pennsylvllnia
(If nOI domiciled In I'll.) Personal properlY In Connty
Vlllne of real eslllte In I'ennsylwmill
sllullted as follows:
$ .2..;;> .,-PI'-
$ ,
$
$
WHEREFORE, petllioner(s) respectfully request(s) Ihe probate of Ihe IlIst will and codlcil(s)
presented herewith IInd the gmm of lellers testamentary
theron.
(IL"\llllTu:nHU)': allminl\lnllioll c.l.n.; udminhlrUlion d.h.n.c.l.a.)
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Rebekah Ruthe Mehrln!! -(
3447 Hacrlnlrton Dr.
F.11lr.nlt C':lty, Mn 21042
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 1:111
COUNTY OF CUMBERLAND
The pelilloner(s) IIbove,named swear(s) or IIfrinn(s) that Ihe stalemenls in Ihe foregoing petition arc
true IInd correelto the best of the knowledge IInd belief of pelitloner(s) IInd thllt liS personal represen-
ulIlve(s) of the IIbove decedent pelllioner(s) will wellllnd Iroly IIdminlster the estale according 10 law.
Sworn III or lIff1nned IInd
before me Ihis
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subscribed
dill' of
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Mary C.
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Estate of
Marv Isabelle 11011
, Deceased
No. 21-95- 430
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUNE 2. 19.J!L, in consideration of the petition on
the reverse side hereof, satlsfaclOry proof having been prescntcd before me,
IT IS DECREED thallhc Inslrumenl(s) daled December 14. 1975. CODICIL DATED AUG. 7. 1989
described therein be admitted to probale nnd liIed of record as the Inst will of
Mary Isabelle Hall
and Letters Testamentary
are hereby granted to Rebekah Ruthe Mehrl",r
FEES
Probale, Letters, Etc. ..",.... S 60.00
Short Certlficates(4 ) .. . . , , . . .. S 12 .00
Renunciation ....."..'".... S
X-Pages S 6.00
Codicil 10.00
JCP TOTAL - S S 00
Flied .,.. ~.~~~. .2". ) ~.~~... ..".9.3: 50-.
'71JVI(f~' ,:t811~/l L'-VL!JJJ1(1tiJ fu.J.
, Rosisler of WfJls . U'7/
MARY C. LEWIS
Frey and Tiley
By Stephen D. Tiley. EsQuire #32318
ATIORNEV (Slip. CI. 1.0. No.)
5 S. Hanover St., Carlisle. PA 17013
ADDRIlSS
717_?4~_fiR~R
PHONE
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Called attorney on 6-5-95.
21 - 95 - 430
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I, MARY ISABELLE I~L, a legal resident of the Commonwealth
of Virginia, County of Fairfax, being of sound and disposing mind and
memory and intending to dispose of all of my property and estate upon
death, do hereby make, publish and declare this to be my LAST WILL AND
TESTAMENT, and in so doing hereby revoke any and all wills, codicils snd
testamentary dispositions heretofore made by me.
FIRST
Upon my death, 1 direct my Executor hereinafter named, to pay all of
my just debts and obligations including my funeral expenses and any ex-
pense in connection with any last illness I may sustain, and also includ-
ing administration expenses of my estate and any state or federal in-
heritance and succession taxes, which may be occasioned by the passage
of or succession to any interest in my estate under the terms of this
instrument, as soon after my decease as is practical.
SECOND
I give, advise and bequeath unto my friend, Mrs. Sarah Jane Sheridan
of Carrol, Ohio, if she is living at the time of my death, my complete
set of Haviland china.
nlIRD
All the rest and residence of my estate of every kind and description,
real, personal or mixed, whatsoever and wheresoever located, now around
by me, or which I may hereafter acquire, I give devise and bequeath unto
my sister, Mrs. Rebekah Ruthe Mehring of 6060 Old Lawyers Hill Road,
Baltimore, Maryland, if she is living at the time of my death.
FOURTH
If my sister, Rebekah Ruthe Mehring, shall predecease me, I direct
my Executor to liquidate all my property, real, personal or mixed,
whatsoever and wheresoever located.
PAGE ONE OF FOUR
.
ill:!!!
After my Executor haa liquidated all my property as provided in
Paragraph FOURTH, above, the proceeds of said liquidation, after the
payment of the expenses enumerated in Paragraph FIRST, above, shall be
distributed as follows:
A. One-half of said amount shall be paid to my brother-in-law,
John S. Mehring, of 6060 Old Lawyers Hill Road, Baltimore, Maryland, if
he is living at the time of my death.
If my brother-in-law, John S. Mehring, is not living at the time
of my death, I direct that the one-half of the proceeds of the liquid-
ated cstate which otherwise would have gone to him be paid to the
Christian and Missionary Alliance, Box C, Nyack, New York, or its legal
succeaaor, for use in the worldwide missionary program of the said
Alliance.
B. One-half of said amount shall be paid to the Arlington
Memorial Church of the Christian and Miasionary Alliance, 6040 Wilson
Boulevard, Arlington, Virginia, or its legal successor. I expressly
prefer that these proceeds be used by Arlington Memorial Church for its
building program, particularly for tile development and creation of a
memorial garden in memory of those missionarics who have lost their lives
spreading the Gospel, but, I attach no restrictions to said gift, and the
same may be used for the general purposes of the said organizstion if
it deems it advisable.
N
~
SIXTH,
When my estate is liquidated, there are certain items of personal
property which I would like to go to certain of my friend a . I have
prepared a list of these items which my Executor will find among my
valuable papers. I request that insofar as possible, my Executor give
the appropriate items to the people indicated.
PAGE TWO OF FOUR
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SEVENTH
I hereby nominate, conatitute and appoint my dater, Mra. Rebekah
Ruthe Mehring. oa Executor of thia my LAST WILL AND TESTAMENT. But if
my aoid dater doea not aurvive me, or foUa to qualify oa my Executor,
or ahould die. reaign, become incopoaitoted or otherwiae be unable to
aerve, then I nominate, conatitute and appoint Bruce A. Croaa, Eaq., of
Annandale, Virginia, oa Executor of tilia my LAST WILL AND TESTAMENT.
I direct that no Executor aerving hereunder ahall be required to poat
bond, aurety or aecuri ty of any type for the fai thf-ul performance of
hia dutiea.
IN WITNESS WHEREOF, 1 have hereunto act my hand and Heal to thia
my LAST WILL AND TESTAMENT. consisting of four typewritten pagea, the
left hand margin of each of the preceding pagea bearing my signature,
in the County of Fairfax, Commonwealth of Virginia, this 14th day of
December, 1975.
7lJa.4<-f ~..aa-h_b1--.kaafsF.AL)
Mary JP,belle Hall
Signed, sealed, published and declared by the foregoing testatrix,
on the day of the date thereof aigned, as and for her LAST WILL AND
TESTAMENT, in the presence of ua, who at her request and in her presence
and in the preaence of each other, hove hereunto subscribed our namea
and witnesaea, we and each of us believing the aoid Teatatrix to be of
Bound and disposing mind and memory at the date hereof.
Witneaa
Addreas
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PACE TIlREE OF FOUR
.
.
STAT!: OF VIRGINIA
COUNTY OF FAIRFAX
~
Before me, the undersigned authority, on this day personally
appesred MARY ISABELLE HALL, R. 0$..11 4. S r.c.k/~y
I=r..I"I..~ PeT..
,and 1(,... Tl. I " .. "- I.. 'I &. :. ,.
known to me to he tlle testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, all of these
persons being by me first duly sworn, MARY ISABELLE HALL, the testatrix,
declared to me and to the witnesses in my presence that said instrument
is her last will and testament and that she had willingly signed or
directed another to sign the some for her, and executed it in the
~
presence of said witnesses os her free and voluntary act for the pur-
poses herein expressed; that said witnesses stated before me that the
foregoing will was executed and acknowledged by the testatrix as her
last will and testament in the presence of said witnesses who, in her
presence at her request, and in the presence of each other, did subscrib
their nBmSS thereto as attesting witnesses on the day of the date of
said will, and that the testatrix, at the time of the execution of said
will, was over the age of eighteen (18) years and of aound and disposing
mind and memory.
/7la-v'l' '.Y~aAL.eu ,.#~
d Testatrix
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Wi tness
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Witness
f{d.tA1; -~}
Witne
Subscribed, sworn and acknowledged before me by MARY ISABELLE HALL, the
testatrix, subscribed and sworn before me by ((,n." /I 1, ~ r..c.lc.Je.v '
I=lc/u~..... P.,l,~
,and I,-",..tot I",..", l.'I'oi....,I.
witness,
this 14th day 01' Decemher, A. D., 1975.
~~ .. a /d~-A
Irene A. Gross
Notsry Public
/
My Commission expires Hay 18, 1979
.
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21 - 95 - 430
TO: Mrs. John Mehring
FROM: Ms. Mary Isabelle Hall
DATE: July 13, 1989
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'!1.) NAY 17 Pl2 :::0
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Dear Ruth,
As I talked with you earlier, I have talked with my lawyer
friend by telephone regarding the disposition of my set of
Haviland china. He tells me that a simple statement stating my
desire to give you the dishes with the understanding that when
you no longer need them they will go to Ruthan Mancinelli (Mrs.
Bruce R. Mancinelli) is sufficient. I am attaching this
statement to my Will and will see that a copy is put into your
hands. The attorney tells me that nothing further is necessary.
Love, ~ 1
~~~e ~J~ ./'V~~
:;'i,'OlllJ AND SlJBSCI1HlFD BEFORE
":J1~nYllnLlCT~r:-" 7/1/ DAY
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lTARY PUIJL!C {!., tY-
NOTARY PUBLIC
DATE
21 - 95 - 430
REGISTER 01" WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
~.
'_ codicil ~/
(each) a subscribing witness to the will presented herewith, (eacll)'belng duly qualified according 10
law, depose(s) and say(s) Ihnt'/ present and saw
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the testa' , sign the same and that"-
request of lesla' in 11- pr..cn~e andlm-
other subscribing witness(es)),
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Sworn to or affirmed and subscribed before
me this day of
19_
signed as a witness at the
e presence of eaeh other) (In the presence of the
'-.
(Name)
(Address)
Reg/sler
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
KAREN L. TOMASSONE
.
~K) a subscriber hereto, ~K<ll>> being duly qualified aceordlng to law, depose(s) and say(s) that
SHE IS familiar with the signature of MARY ISABEll E HAil ,
codlell
~n
testat RIX
presented herewith and
codlell
believes the signature on the)l~ Is In the handwriting of
that
of rooo<)oo(XKcl(XWKIllKliI>>XXYlmtX~XX<<) the
SHE
to the beSI of
MARY ISABELLE HALL
HER knowledge and belief.
Sworn to or affirmed and subscribed before .l \ i'1 I I \
me this I _I day of \ "" \ Ii. r '
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(Address)
21 - 95 - 430
REGISTER 01<' WILLS OF COUNTY
OATH 0.' SUBSCRIBING WITNESS
(each) a subscribing wilncss 10 Ihe
-.,,"-
law, deposC{s)'and say(s) Ihat
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codicil ..----/
will presented hcrewllh, (each) belngLtuly quail Oed according 10
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present and saw
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Ihe lestal , sign the s'aiile apd Ihal ,,// signed as a witness atlhe
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requesl of testal In IL-- prcsem:.e 'nnd (in Ihe presence of each other) (In the presence of the
other subscribing wilnes,(es)). /// ~
Sworn 10 or arnrmed and-sUbserlbed before ~
me Ihis ,/ day of ~C)
/ 19_
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(Address)
,,//
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
DORIS G. JONES
~1O a sub,criber hereto, ~~~>> being duly qualiOed according to law, depose(s) and say(s) thaI
SHE IS familiar wilh the signature of MARY ISABELLE HALL
codicil
*l(illX presented herewilh and
codicil
believes the signature on the )(.XliXis in the handwriting of
tesl8tR I X
of rooo<)oo(XHil(X~k<<Il~XX'll~$tXXX<)) the
THEY
thaI
to Ihe besl of
MARY ISABELLE HALL
HER knowledge and belief.
Sworn 10 or arnrmed and subscribed before V IJ j? /.:'i r:;. . .k /V ~ ~
me Ihis ",," 5' d~y ,of /l!,. (Na~__
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7117 < . . o. () /<Il' IJJ7f-:4t. /? fMUre~ ~ /
r-.@ Y C. LEWIS Reg/ste~ {I f//..('? /~//y .--':"~'
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Mary Isabelle lIall
December 21, 1994
Admin. No.
21-95-430
Name of Decedent:
Will No.
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 (ollowing beneficiaries of the above-captioned estate on
AUi'lst 2, 1995
~
Address
Rebekah Ruthe Mehring, 3447 Harrington Drive, Ellicott Citv. MD 21042
Sarah Jane Sheridan, 7782 Lithopolls Road, Carroll, OH 43112
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except no exceptions
Date: August 2, 1995
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S gn ure
Name
Stephen D. Tile...
5 South Hanover St.
Address
Carlisle, PA 17013
Telephone (717)
243-5838
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Capacity:
Personal Representative
Counsel for personal
representative
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D' ..AA' 082159', ' COMMONWEALTH OF PENNSYLVANIA
-"'0. .' "" DEPARTMENT O' REVENUE
....1I.i't.1.~.1 ~,OFFI(:IIIL RECEIPT .'PENNSYLVANIA INHERITANCE AND ESTATE TAX
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RECEIVED FROM:
&
ACN
ASSESSMENT Ii'
CONTROL ~
NUMBER
AMOUNT
TILEY STEPHEN D
~ S HANOVER STREET
101
.1.10b.46
(
CARLISLE. PA 17013
ESTATE INFORMATION:
~ FILE NUMBER
g el-199~-0430
~ NAME OF DECEDENT (LAST)
~ HALL MARY ISABELLE
II DATE OF PAYMENT
ra POSTMARK DATE
COUNTY
\
SSN 0~7-3e-2912
(FIRST) (Mil
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CUMBERLAND
DATE OF DEATH
m TOTAL AMOUNT PAID
REMARKS
STEPHEN D TILEY ESQUIRE
SEAL
"'-.
RECEIVED BY
CHECK" 4469
I REGISTER OF WILLS ~~~rS~ERL5~ WIL7S ~.___"...". ,,.
L___________________ ______ ___ _____._-..J__ --,- -M....__'_~__
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COMMONWUtlH 0' rfNNSYlVANIA
OIPARIMINIOf R(VfNU(
Df" nOllOl
HARRISIURG, PA IT)}I OllOl
OlCIDlHI" HAMl !LA' ,flU, AND MIDOU 1~..I..,tl
/!J
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
I 'OA OATIS 0' DEATH AfTEA 12131191 CHECK HIAI
If A SPOUSAL
p,'!.V.!An ~T 15 Cl~IMID r:J _ __
'Ill NUMBlA ---
21-!J5-,1311
CgUNTY C<?,OE __ YEAR ~UM~~R
OlCltllUI'!Io COM"III AllOllU
...
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HALL MARY ISAOm,LE
SOCIAl SltUII" NUMIU DAn 0' DIAIM
OAf! O' I'IIH
7711 South IIl1nover Street
Carlisle, P A 17013
Co,., CumbCl'land
AMOUtH IlCllV(D ISU INSlIUCI'ON$1
057-32-2912
Dec. 21,
Nov. 26, 1908
I" '''\1(''111 IU'VIV,I,Q "'aull'I N''''lll.\lI, ,.." ""0 "'00111",1",/
o 2. Supplemenlal Return
IJ 3,
05,
.lL 8,
Remainder Relurn
(for dol.. of death prior 1012.13.821
Federal htale Tall Relurn R.qulred
Tolol Number of Sof. Depo.U Bo...
:il15
"0
"'z
::If
Ga 1. Original Relurn
o A. lImit.d hlale 0 040. Futur. Inlerel' Compromll'
(for dot" of d.alh oft.r 12.12.82)
(]g 6. oeced.nl DI.d Te.lale 0 7. Oeced.nt Maintained 0 Living TrUlt
(Attach copy of Will) (Attach copy of Trull)
ALJ;.cORRESPONDENCE'AND CONFIDENTIAL TAX'INFORMATION SHOULD BE DIRECTED TO.
HAM COMPUf! MAIlINQ ADDlln
t",'V~t',:,1,'i:. '.
Frey and Tiley
IUfPHONI NUMUI
717 243-5838
5 South Hanover Street
Carlisle, PA 17013
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1. Real Eslol' (Sch.dule A)
2. Slac~s and Bonds (Schedule BJ
3. Closely Held Sloc~/Portnenhlp Inlerest ISchedule q
A. Mortgage. and Not.s Receivable ISchedule D)
5. Cosh, Ban~ Cepasils & Milcellan.ous Penonal Properly
(Schodulo E)
6. Jolnlly Owned Property (Schedul. FI
7. Trontlo.. (Schodulo GI (Schodulo LI
8. Talal Gro.. A..... (Iotallln.. 1.7)
9. Funeral Expens.., Admlniltrotive Co.", Miscellaneous
Expens.s (Sch.dule H)
10. Debu, Mortgage lIabilitle.. liens (Schedule I)
11. Total Deductions (Iatollln.s 9 & 10)
12. Net Value of Estale (lIn, 8 minus line 11)
13. Chorltabl. and Governm.ntal BequesulSchedule J)
1.4. N't Volu. Sub eet to Tall (lIn, 12 mlnu. line 131
15. Spousal Trond.,. (for doles of death aft.r 6.30.9041
Se. Instructions 'or Appllcabl. P,rc,nlag' on Rey,ne tl51
Side. llnclude yolu.s from Schedul. K or Schedule M.)
16. Amount of Une lA tallable at 6% role
(Include yolu.. from Sch.dule K or Schedul. M,)
17. Amount of line lA taxable at 15% role
(Include value. from Sch.dule K or Schedul. M,)
18. Principal lox du.(Add tax from Un.. IS, 16 and 17.)
19. Cr,dil' Spousal Poverty Credit Prior Poymenll Discount
+ 1.106.46 + 58.23
20. If line 191. great.r than line 18, enler the diff.rence on line 20. Thl.l. the OVERPAYMENT.
aD
21. If line 18is great.r thon line 19, .nler Ihe differ.nce on lin. 21. This I. the TAX DUE.
A. Enler thelnl.re.t on Ihe balance due an line 21A.
B. Enl.r the 10101 of line 21 and 21A on line 218. Thl.l. Ih. BALANCE DUE.
Malee Check Payable tOl Regl...r 0' Will., Ag.nt
1211
(21AI
12181
0.00
(1)
( 2)
(3)
(4)
15)
9.824.50
2.738.10
6,163.85
16)
17)
18,726.45
191
10,961. 84
t 81
1101
10,961. 84
7,764.61
111)
(12)
(13)
(IAI
7,764.61
x.__
(161
)( ,06 _
(17)
7.764.61
)( .15 II
1.164.69
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(181
Inl.r.st
1,164.69
(19)
120)
Cfwck 11l:ru I' you nr~ fl...quus'in9 n refund of your OVUlfJaymcnl.
3447 Harrin ton Dr. Ellicott Cit MD 21042
AOOI155
5 S. Hanover St., Carlisle, P A 17013
.
Act '48 of 1994 provide. for the roductlon of the tax rate. Impo.ed on the net value of transfers to or for
the u.e of the .pou.e. The rat.. a. pre.crlbed by the .tatute will bel
. 3% (.03) will be applicable for ..tate. of d.cedenll dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for e.tate. of decedenll dying on or after 1/1197 and before 1/1/98
. Spou.al tran.fe,. occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK k) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
x
X
X
X
a. retain the use or income of the property transferred, .........................,..,....,................,....
b. retain the right to deslgnote who shall use the property transferred or Its income, ..........,....
c. retain a reversionary Interest; or ................,......,.................,.................................,.......
d. receive the promise for life of either payments, beneflll or carei ....,..................,...............
2. If death occurred on or before December 12, 1982, did decedent within twa years preceding
death transfer property without receiving adequate considerationi If death occurred after
December 12, 1982, did decedent transfer proporty within one year of death without receiving
adequate consideration' It ... It. to.. It....... ... ...... ot It It.. It... .0.. .... ....... It.... .... ..... .......... It ....... ..... It
X
X
X
3, Did decedent own an 'In trust for' bank occount at his or her doathL...........,......,.................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST C9MPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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06
IlY.1S03 (1(.1",,161
-!j;fr
COMMONWUl1H O. 'fNN~YlYANIA
INHumANef 'AX .UUIlN
IUIDfH' DfCIDfH'
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
MARY ISABELLE HALL
(All prop.rty lolntly.ownod with RighI 0' Survlvo..hlp mu.t b. dl.clolld on Sch.dul. F.I
ITEM
NUMBER
1.
DESCRIPTION
196 shs. Bell Atlantic Corp. com. @ 50.125
c._'.,'".,.""...-....r,,;..-'.~.~.,._:.., ,'.
J
FILE NUMBER
21-95-430
VALUE AT DATE
OF DEATH
9,824.50
TOTAL {Aha ent.r on IIn. 2, RICO itulolion
(I( more spoc. is n..d.d, insert additional sh.,ts o( sam. size.'
s
9,824.50
IIVUOIU.IJ'7)
"
*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Prlnl or Typo
FILE NUMBER
21-95-430
COMMONWEALtH o. '(NNnlVANIA
INHllnANCI fAX lnulN
IlIlDINf DICIDINf
ESTATE OF
MARY ISABELLE HALL
IAII prop.rty lolnlly.own,d with the Right af Survlvofthlp mUlt b. dlu.lo..d on Sch.dul. FI
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
1.
Dividend, Bell Atlantic
Refund, Security 65
V A Retirement pay
1892.38 shs. Liberty U.S. Government Money Market
Acct. No. 14045738-0 @ 1.00
Accrued dividends
1,892.38
4.89
135.24
63.60
641.99
2.
3.
4.
S 2 738.10
(Afla(h addillanal 8Y," lC 11" .h.,,,I' mare .pate II "..d.d.)
,
'IVII..,.. ,,,.., "t." I
--'-~:ii~~IF.:~-' ___JOIN" y~~~~~~EptOPE'TY_L
ESTATE OF
FILE NUMBER
21-95-430
MAny ISA811LLllIlALL
Joint lenon'II)1
NAME
A, nuthc Mehring
ADDRESS
3447 Harrington Drive
Ellicott City, MD 21042
,____ '.__ "-.--.0'_- _'_'__"_~__"_'._'._'___,___
RELA TrONSHIP TO DECEDENT
Sis ter
B,
C.
Jolntlv-owned propertVI
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET '!bINT. DECEDENT'S INTEREST
1. A 5/15/91 Bal. Farmers Trust Co. checking
acct. #11-05744 12,320.6 50~ 6,160.30
Accrued Interest to Dec. 21, 1994 7.0 50~ 3.55
TOTAL (AI,a en.er on line 6, Recapltulallan) S 6,163.85
(II more space is needod inse,t additional sh.,,. o/some size)
FARMERS mraI
TRUST IiIII
May 31, 1995
Frey & Tiley
5 S. Hanover Street
Carlisle, PA 17013
Re: Estate of Mary Isabelle Hall SSN 057-32-2912
Date of Death: December 21, 1994
Dear Mr. Til ey:
In answer to your request concernlne accounts owned, either
separately or jointly, by the above referenced decedent and the
balance In each account as of the date of death, we have checked
our records and are submlttlne the followlne Information In
duplicate. We sueeeSl that you file one of these letters attached
to the Pennsylvania Inventory forms (RCCl to substantl'ate the
balance you report.
Note that we have shown the correct reeIstratlon for each account,
Also, Interest accrued to the date of death, If any, Is l1sted as
a separate fleure,
CheckIne account 1111-05744 was orleInally opened 05-15-91. The
account was tItled M. Isabelle Hall or Ruthe MehrIne. The balance
In the account as of 12-21-94 was $12,320.60 plus accrued Interest
of $7.09 for a total of $12,327.69. The account was a NOW account
earnIne 2.10~ Interest at the tIme of her death.
~~
Laura Roth
Customer Service
One West High Slrt'Ct f~O, Bux 220 Carlisle. Pennsylvania 17013 (717) 243.3212
.
l,vlSllll_I'1I1
ESTATE OF
ITEM
NUMBER
A.
B.
4,
C.
1.
2.
3.
4.
5.
6,
7.
8.
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
?Iea.. Print or Ty .
F E NUMBER
COMMONWEAllH Of '(NN~"t'VANIA
INHUIlANCf 'AIt IUlUAN
R(SIOIN, O(CfDfNI
MARY ISABELLE HALL
21-95-430
DESCRIPTION
AMOUNT
1.
Funeral Expen'.11
Horrman-Roth Funeral Home, Cuneral services due
658.45
1.
Admlnl.tratlv. co.t.,
Personal Reprelentatlye CommlSllonl
Sodal Security Number of Personal Reprelentatlye:
Year CammlSllonl paid
2.
Attorney Feel
1,095.11
3.
Family Exemption
Claimant
AddreSl ofClolmanl at decedenl's dealh
Street AddreSl
City
Slate
Zip Code
Relatlonlhlp
Probate Foel
93.50
MI.collan.au. Exp.n...,
Check cleared aCter death
6,116.32
ReCund oC Principal Mutual LICe Insurance Co. automatic deposits
since date oC death oC decedent
Treasurer oC Virginia - VRS, return oC automatic deposits oC retirement
pay since date of death of decedent
Register oC Wills, 2 short certificates
318.50
2,567.96
6.00
15.00
Register of Wills, filing inheritance Tax Return
Reserve to file Account
91.00
TOTAL (Allo enler on line 9, Recopilulation)
(If more .poc. I. n.ed.d, Inl.rt additional .h.... of .am. .1%.,)
5 10,961.84
If. 1t1)"'l'''1
,t~
COMMONWIAUH 01 "NNUIYANIA
INHU""'NCI I"'. InUI"
IIIIOINI DICIDIHI
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
MARY ISABELLE HALL
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
A. Talllable Beque'll:
I.
Rebekah Ruthe Mehring
3447 Harrington Drive
Ellicott City, MD 21042
Sister
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Governmental aequeshl
I. NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AIIO enler on I/ne 13, Recopllulotlon) S
(I' more .pac. I. ne.ded, In,ert additional .h..t. 0' .am. "18)
~. ..~-,.-
21-95-430
AMOUNT OR
SHARE OF ESTATE
100%
AMOUNT OR
SHARE OF ESTATE
.
~. -.. - '.,., -, '. .
.- --,- ._-. -- -- ~- ...-..- ----. -- ...- - --- --- -.....- .-- - -- ~.- ---
-- - ,-- .--- --.,. ._- -.--'. ---_.
,
I
I
I
I
,
I
I
P;_~'~fl~j'i~~:!;~"~~~~'~~~'l~r~~.:Fq;r:,t)~t:~,~;ll:f~:::)~1::~::;':r~,::~"-<;\:..'r_;s ;'f,j'~'Z'~' :,~ "'(-r-':', Y' ,,'-' ;:." '.::.~ ~ ::;',,>. :' ,~~:'F;:;'j,: "i..:;>; .t,:-""
.< ~t,..{; ,~:,\~,;~,~:X; '( :.~ ,:, .i.:,.!
1.;'!),~~,l.t~<""k\,(~!I 2. 5'2..~N\COMM\lNWIALTH'OF'.PENNSYLVANIA'::-\;'x:;,~!,.':.i~!;,;.;.R.~'-.'" \;\ ":. ..,
1IIt.4A>,A"l't !.f.'!. ~ If, -~ r.J....;3:;'~':,t"'~;>:y4:.t;i.i.i~........u.~'o,'T.> '':;'__.lU' .' ",,';'.': ......-.. -i'.-'-, ":.":".-f~i '-~(,\:'}~':;l.,",Cr:~(i.~,I.,:~.-;":YJ'(",~.~.tf'I~;\
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~,~ ~... ~ ,'::",_ ': __.. ,_ .-;,'-I~tt'S!lN'rf> '~/-':/; ~1....nl;"Y'" :':,,,,,:' ,: :, "--it _~''; ,,~i_-;f-';"''':':'i_i'~_:;~-';:''';'''''C:\ ",,~/..;~ti'\:.; ':
'i'li.);AJ!i(~l.J.(l-li.,~t ':C{i'-",'.':__P1 ;'. '..'j:.;-t<-flJ'!~~"". '.l.~.,_.,.,_:",."" " .'. .,'.-~ .,...; ..,~. ,.....~ '." '>-l.. - '_: '._,'..-,..' '.' -'>. ,'" '--',. ..\-'...."...-..1.
'I-.:'. ,~,_-_..Jt '
f~:li.;.t~~:ill /!,~.;J\':!t\()"'~!IICII"i.:,...NS)'I.VANIA INHIllTANCI AND mATITAXr:;.' ;::V ,: :: : "; ~,.. ...
RECEIVED FROM,
&
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ED
TILEY STEPHEN D
~ S HANOVER STREET
IV!
.au..;1I~
CARLISLE. PA 17013
'otDH"!
ESTATE INfORMATION,
!II FilE NUMBER
~ 21-1990-0430 SSN
1:1 NAME OF DECEDENT IlAST) (FIRST)
~ HALL MARV ISABELLE
II DATE OF PAYMENT
II POSTMARK
COUNty
O~7-3e-e912
(MI)
CUMBERLAND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
.60.32
VZ
REBEKAH R MEHRING
C/O FREV & TILEV ATTVS
CHECK# 11 0
(/j ,. /.) "j
RECEIVED BY 'I/trJ.A,', c;' (, ,.v-<.(!/ /J.t(... ,
u/. 'i' ",1.(.,
MARV C. LE~IS : /' l:'iPI/L /Yr rf
REGISTER OF WILLS '
i
.
i
r
I
I
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SEAL
REGISTER OF WI LLS
,
------~--------'-----_.._-~----~-~-~-~-
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I..+LLL
REV-1547 EX AFP (12-95)*
cotItOHW!Al TH OF POtNSYI VANIA
DEPAIl"""T OF REVEIlJE
IUREAU OF INDIVIDUAL TAXES
DEPT. ZIGIU
HARRISIl.;RO, r.. 1712'-0601 .
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIllHS AND ASSESSIIENT DF TAX
ACN 101
S E 0 FILE NO.
DATE OF DEATH 12-21-94 COUNTY CUMBERLAND
NOTE. TD INSURE PROPER CREDIT TD YDUR ACCOUNT, SUBHIT THE UPPER PDRTION DF THIS FDRH WITH YDUR TAX
PAYHENT TD THE REGISTER OF WILLS. HAKE CHECK PAY~LE TD "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
DATE 02-05-96
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
_t R..Uted :=J
$ 06. 3~ ,
P_U_! -~~.!l-~~-,I'!!!I"_'=-!~!:.______~____!l_~!~~_~_~.!l-'!.~~_!.~~!..~~~_E,~~_.!~~!l__~~P_l!~!l!l____~____, ________. __ __~---
' 4;'.'"t"".;<..,,-,~.,... "',,-v h",'.. -', .-, ... .U_,.d ,.. -, ,'--. - . . . '~,C_.' _,""" >'~_,,"'._' j<'._'" _"+"_". '
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COMMONWEAL Tit Of PENNSVLVANIA
DEPARlHEHT OF R(VENUE
BUREAU OF INDIVIDUAL T"XES
MPf. 210601
HARAlSIURG, PA 11128.0601
/5 - d '7- '7
ACN 101
HOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSMENT DF TAX
DATE 02-05-96
FILl! NO.
12-21-94 COUNTY CUMBERLAND
HOTEl TO INSURE PROPER CREDIT TD YOUR ACCOUNT. SUBMIT THE UPPER PORTION OF THIS FORK WITH YOUR TAX
PAYMENT TO THE REOISTER OF WILLS. MAXE CHECX PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
FREY 8 TI LEY
5 S HANOVER ST
CARLISLE
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
PA 17013
A.ount R..ltt.d
t/V'
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiY:isW-Ex-iij:p-nF9sY-iiiirici--oF-YtiHEiiifiitici-TAiniP'pitA'isEHEii:r;-iii.LowANci-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HALL MARY I FILE NO. 21 95-0430 ACN 101 DATE 02-05-96
TAX RETURN WAS I I XI ACCEPTEO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Eat.t. (Schedule A1 (11
2. stock. and Bond. (Schedul. B) (2)
5. Clo..ly Hald stock/Partnerahip Int.r..t (Schedule C) (31
4. Harig.g../Hot.. Receivable (Schedule OJ (4)
S. Cash/Bank Depoaita/Hiec. Paraonal Property (Schedula E) (5)
6. Jointly OWned Property (Schedula fl (6)
7. Tranafara (Schedul. OJ (7)
a. Total A...t.
I CHAHDED
,00
9,824.50
.00
,00
2.738.10
6,163.85
.00
1111
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,961.84
9. Funeral EXPAn.../A~. Coat./Hiac. Expan.a. (Schadule H) (,)
10. Dabt./Hortgaga Liabilitia./Lien. (Schedule I) (10) .00
11. Tot.l Deduotlon. (111
12. Het Velue of TeM Return (12)
15. CharU.b1e/GOvarn..anta1 Bequ..t. CSchedul. J) (13)
14. Hat Velu. of E.t.te Subject to TeM (14)
NOTE: I~ an assellsment was issued previouslY, lines 14. 15 and/or 16. 17 lInd 18
reflect figures that include the total of ALL returns assellsed to dete.
ASSESSMENT OF TAX:
15. Aaount of Line 14 .t Spou..l r.t. (15)
16. ~unt of Line 14 t.Mabl. .t Lin..l/Cl... A rat. (16)
17. Aaount of Line 14 taMable at Coll.teral/Cl... 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
09-19-95
,00
.00
7.764,61
x .03_
x.06.
X .15_
IlSI
RECEIPT
NUMBER
AA082159
OISCOUNT
INTEREST
(+.
I-I
.00
1,106,46
A/lOUNT PAID
INTEREST IS CHARGED FROM 09-22-95 TO 02-13-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
18.726,45
In.q~l A4
7.764.61
.00
7,764,61
will
.00
,00
1,164.69
1,164,69
1,106.46
58,23
2,09
60.32
. IF PAlO AFTER OATE INOICATED, SEE REVERSE
FOR CALCULATION GF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN '1. NO PAYNENT IS REQUIRED,
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS,1
'_,It
RESERVATION. E.t.t.. a' dec.a.nt. dying an or be'or. Dsc~r 12, 1912 .. I' BnW 'utur. Int.r..t In the ..tet. I. tr~"'rr~
In pa.....lan or .nJoyeent to Cl... . (calllt.rll) b~'lcllrl.. of the decsdent I't.r the .xplrltlan af ~ ..t.tl 'or
life or 'or we.r., the Coeeonw..lth her~y .xpre..ly r...rve. the right to sppr.I.. end ...... tr~.'er Inherlt~. T.xe.
.t the IlMfful CI... a {coll.terllJ r.t. on ~y IUCh future lnt.r..t.
P\IlPOSE OF
NOTICE. To fulfill the r.qulr.-.nt. of Section 21~0 of the Inherltanc. and E.t.te Tlx Act, Act 22 of 1991. 72 P.I.
Section 21~0.
PAvttEHT I
DtltKh the top portion of thh Hatlc. end .ubalt with your Plpent to the Reglst.r of NU" prlntlld an the nv.r.. .Ide.
..tt.k. check or ltOMy order p.y~l. tal REGISTER OF HILLS, AGENT
All p.yeont. rec.lv.d .hall flr.t b. eppll.d to .ny Int.r..t whlch ..y be due wlth BnY r...lnder spplllld to the tax.
REfUND (CAh A r.fund of . tlx credit, wtllch w.. not r~.ted on the T.x R.turn, ..y be requs.ted by caepl.Ung en ooAppllC8t1on
for R.fund of Penn.ylvan1. Inherltanc. and E.t.t. T.x" (R[Y.1313). Appllc.tlon. .rs Iv.II.bI. at the OfflrA
of the R.gl.t.r of Will., any of the :3 R.v~ DI.trlct Offlc.., or by c'lllng the .pecl.1 Z~.hour
In.Wlrlng ..rvlc. nueblr. far far.. ord.rlngl In Penn.ylvanla 1.800.36Z.2050, out.lde Penn,wlvanl. end
~lth.n lac.. Herrl.bUrg ar.a (711) 787.10", TOO' (111) 77Z.ZtsZ (He.rlng IlPalred Only).
OBJECTIONS I Any p.rly In Int.r..t not ..thUiad ~ith the ..r.h.-.nt, ,UCNanc. or db.ll~s of deduction., or .....--.t
of tax (Including dl.count cr Int.r..t) .1 .hown on thl. Notlc. .u.t object ~Ithln .Ixty (60) dly. of rec.lpt 0'
this Natles byr
"written prat..t to thl PA O..rt.."t 0' R.v........, IoIrd a' App...., Dept. 281021, H.rrhbUrg, PA 17121-1021, OR
...I.atlan to hev. thl ..tt.r d.t.r.lnld .t audit of the ICCount of the p.rlon.1 r.prl.entltlv., OR
-.."..1 to the Orphan.' Court.
AutUN
ISTAATlVE
CORRECTlONSI
FltCtuel Irror. dhcov.red on this ........,..t .hould be addr...ed In wr I Una tal PA Deputeent of A.v......,.,
Bur.au of Indlvldull Tlx", ATTNI Pa.t A.......,.t A.vl... Unit, Oept. ZlD60l, It.rrhbUrg, PA 1712I.D"1
Phone (717) 717-6505. S.. P-U. 5 of the bookl.t "In.tructlon. for l~rltlftC. raM R.turn far a R..ldlnt
Decedent" (REY-IsOI) far an .xplenatlon a' adllnl.trltlv.lw correctabl. arror..
OISCCUNTr
IHTERESTI
If any tax dUe I. Plld within thra. (3) cal~ar .unth. I,t.r the decadent". death, . flva p.rcent (5X) dllcount of
the tex p.ld I. .llawad.
Int.ra.t I. charged beglnnlno with flr.t d.y of d.llnquency, or nlns (9) .unth. end ani (1) d.y fr~ the ~t. a'
dIIth, to the d.t. of paYlent. T.x.. which bee... delinquent befara Jenuary I, l'IZ ba.r Int.r..t at t~ r.t. of
.lx (6X) parcent p.r annua calcul.ted at . d.lly r.t. of .000164. All tax.. which b.c... delinquent on end .ftar
Janu.ry I, 1'12 will b.a~ Intar..t .t . r.t. which will vary froe aeland.r y..r to calendar y..r with that rat.
ennounc.d by the PA D.,.rt.ent of A.venu.. The sppllcebl. Int.ra.t rat.. 'or I'IZ through 1996 .r..
~ Int.r..t A.t. D.lly Int.r..t Factor !!!!' Intlr..t Ratl Dalhl Intlr." Factor
1912 'OX .000541 1'17 OX .000247
1915 16X .OOOUI 1"1-1991 llX .000501
I'" llX .000501 1992 OX .000Z47
1985 UX .000556 1991-1994 '" .000192
1916 lOX .000274 1995.1996 'X .000247
ulnt.r..t I. calcul.tad .. 'ollow..
INTEREST a BALANCE OF TAll UIIPAID X NUnBER OF DAYS OELInQUEIIT X DAILY INTEREST FACTOR
.-Any Notlc. 1..UId Ift.r the tax b.co... d.llnquent will r.fl.ct en Int.r..t cllculatlan to ,I,t-.o CIS) dly.
beyond tha date 0' the ......aent. If p.y-.nt I. lids .ft'r the Int.r..t cOlpUt.tlon det. .hown an the
Notlc., add I tlon.1 Intara.t ...t b. c.lcul.tsd.
)
(\ ~{
',/
16~37-7
REV-1607 EX AFP 112-95*
COtutOHWUL HI Of PENNSYLVANIA
DfPAATHfHf OF REVENUE
BUREAU OF IHDIVIDUAL T'X[S
PEP'. ZIDUI
tlARAISIUAQ, PA 11lla.OUI
ACN 101
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 03-11-96
HALL MARY I FILE NO. 21 95-0430
12-21-94 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT TNE UPPER PORTION OF TNIS FORM WITH YOUR TAX
PAVMENT TO THE ADDRESS SHOWN, MAKE CHECK PAVABLE AND REMIT PAVMENT TO. "
FREY 8 TI LEY
5 S HANOVER ST
CARLISLE
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PA 17013
Allount R."ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
iiifV':i6iWiic-iij:p-iiir:9sr-----iiiiii-iNHEliii:iiNcE"i'Ax- si,'iifEHE"ti'i-iiF-Accciuiif--ii.ii----_m___mm_m
ESTATE OF HALL MARY I FILE NO.21 95-0430 ACN 101
THIS STATEMENT IS PRDVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED
ESTATE. SHOWN BELOW IS A SUMMARV DF THE PRINCIPAL TAX DUE, APPLICATIDN OF ALL PAVHENTS,
THE CURRENT BALANCE, AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE,
DATE 03-11-96
DATE OF LAST ASSESSMENT OR RECORD AOJUSTMENT, 01-29-96
PRINCIPAL TAX DUE ._'_________,___''_,__
1,164,69
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
09-19-95
02-21-96
RECEIPT
NUMBER
AA082159
AA112527
DISCOUNT (+)
INTEREST (-)
.00
2,20-
AMOUNT PAID
1,106.46
60.32
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
1,164.58
,11
,DO
TOTAL DUE
,11
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
( IF TDTAL DUE IS LESS THAN ll,
NO PAVMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" eeR),
YOU MAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
,
,
PAYMENT I
,
Dat.ch the top POr'UOh 0' thb Notlca end .ub.1t with YOUr' p.y.wtt -.d. p.y.bla to tha n..a and addr...
pr'lnt.. on ttt. rev.,.a SIH.
If MSJDEHT DECEDENT .... check Or' aon.y ordar' payabla tal REGISTER OF WILLS, AGENT 0
If HOtNtESrDENT DECEDENT ..a check Dr' .onay ordar' peyabla tor CO""ONWEAL TH OF PENNSYLVANIA.
All paVMntl racahl'R .hall ba IlPpllad U,..t to any Inhr..t which ..y ba due with any r...lndar' appllR to the t..o
REFUND (CR)I A re'und 0' . ta. cradlt, which wa. not r'aqua.tad on tha TalC Aaturn, aay b. raqu..tad by coapletlng an
MAppllcatlon 'or Re'und 0' Penn.ylvanl. Inherltanca and E.tata Ta.M (REV-1515). Appllc.tlon. ara available at
the Offlca a' tha Aagl.hr of Willa, any of the 25 Ravenu. Ohtrlct O"lc.. or 'ra. the a.part.."to. 2"-hour
en.Marlng .ar'vlc. nuab.r. 'or' fora. ard.rlngl In Pann.ylvanla 1-800-562-2050, aut.ld. P.nn.ylvanla
end within local Harrl.burg araa (717) 747-8094, TOO. (717) 772-225Z (H.arlng I.palr.d only).
REPLY TOI
DISCOUNTI
INTEREST.
Qu..tlan. raaardlng .rrar. contalnad on thl. notlca .hould b. .ddr....d tal PA Oapart.ant of Rav.nue, Bura.u
of Individual T...., ATTNI Po.t A.......nt Ravlaw Unit, oapt. 280601, Harrl.burg, PA 17IZ8-0601, phone
(717J 7'7-6505.
I' any ta. due I. paid within thr.. (]) calandar aanth. aftar the d.cadent'. daath, a flv. percent (5XJ dl.count
0' the ta. paid 1a allowed.
Intera.t I. charged b.alnnlng with flr.t day of d.llnquency, or nln. (9J eanth. and ana (I) day froa tha date of
daath, to tha data 0' p.y.ant. T.... which baca.. d.llnqu.nt b.fare Janu.rv I. 1982 b..r lntar..t at the rata 0'
.1. (6X),parc-nt p.r annua calculatad at a d.lly r.ta 0' .000164. All t..a. which bac... d.llnquent an and .'tar'
J~.rv I, 1982 will ba.r Int.r..t at . rat. which wIll vary fraa calandar' v..r to c.l.ndar va.r wIth that r.t.
announced bv the PA naparta.nt 0' Ravenu.. Th. appllcabl. Intera.t rat.. far 198Z through 1996 aral
Vaar Intar." Rat. OaUy Intarut Factor' Y.ar Intlr..t Rata Oalh Intar..t factor
1982 'OX .000548 1987 n .000247
198] 16:C .000418 1981-1"1 IIX .000501
1984 11:C .0005Gl 1992 .X .0002"7
1985 U:C .000556 1993-1994 'X .000192
1986 lOX .00027" 1995-1996 .X .000247
--Inhr..t I. c.lculated a. follow'l
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"Any Hatlca l"uR aftar the ta. b.coe.. d.lInquent will r.U.ct an Intar..t calculation to flfta." US, day.
b.yond the data a' tha ......eant. If p.veent I, .ad. .ftar the Int.r..t co.putatlon data .hawn on the
Hatlc., addltlon.1 Intar..t au.t ba calcul.tad.
'.'-"
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FIRST AND FINAL ACCOUNT OF REBEKAIl It. MEIlRING, EXECUTRIX OF TilE
LAST WILL AND TESTAMENT OF MARY ISABELLE IlALL, LATE OF TilE BOROUGH OF
CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED
DATE OF DEATH
December 21,1994
LETTERS TESTAMENTARY ADVERTISED:
CUMBERLAND LAW JOURNAL
August 25, September I, and 8, 1995
ESTATE FILE NO. 21-95-430
THE SENTINEL
August 21, 28, and September 4, 1995
PRINCIPAL RECEIVED
Accountant charges herself with the following principal amounts received:
1994
nee: 30 VA Retirement pay
641. 99
135.24
63.60
1995
'Jiih 10
Feb. 1
May 17
17
Dividend, Bell Atlantic
Refund, Security 65
1892.38 shs. Liberty U. S. Government Money Market Account
#14045738-0 @ 1.00
Accrued dividends
196 sha. Bell Atlantic Corp. com. @ 50.125
TOTAL PRINCIPAL RECEIVED
1,892.38
4.89
9,824.50
12,562.60
INCOME RECEIVED
Accountant charges herself with the following income amounts received:
1995
MiiY 17 Dividend, Bell Atlantic 137.00
26 Interest on Estate NOW account 6.93
-,
June 27 Interest on Estate NOW account 15.00
.
July 27 Interest on Estate NOW account 15.51
Aug. 1 Dividend, Bell Atlantic 137.20
18 Dividend, Liberty U.S. Government Money Market Account 62.89
,
27 Interest on Estate NOW account 15.25
Sept. 1 Gain on liquidation of 196 sha. Bell Atlantic Corp. 1,630.72
27 Interest on Estate NOW account 29.22
Oct. 27 Interest on Estate NOW account 20.04
Nov. 27 Interest on Estate NOW account 7.91
Dec. 27 Interest on Estate NOW account 7.38
-1-
1996
Jan. 26
Feb. 27
Mar. 27
Apr. 26
,.
..
Interest on Estate NOW account
Interest on Estate NOW account
Interest on Estate NOW account
Interest on Estate NOW account
TOTAL INCOME RECEIVED
DISBURSEMENTS
Accountant claims credit Cor the Collowlng amounts paid:
1995
May 25
June 1
15
Aug. 3
Sept. 19
26
26
28
1996
Feb. 6
Apr. 10
10
,
Register oC Wills, Letters Testamentary and 4 short certificates
ReCund oC Principal Mutual LICe Insurance Co. automatic deposits
since date oC death oC decedent
Treasurer oC Virginia - VRS, return oC automatic deposits oC
retirement pay since date oC death oC decedent
Register oC Wills, 2 short certIClcates
Register oC Wills, Pa. TransCer inheritance Tax
Register oC Wills, ClIlng Pa. Inheritance Tax Return
The Sentinel, advertising Letters
Cumberland Law Journal, advertising Letters
Register oC Wills, Pa. TransCer inheritance Tax
PA Department oC Revenue, 1995 Fiduciary Income tax
Internal Revenue Service, 1995 Fiduciary Income tax
Frey and Tiley, Attorney's Cee
Reserve to ClIo Account
TOTAL DISBURSEMENTS
~.
RECAPITULATION
Total Principal Received
,Total Income Received
Total Receipts
Less Total Disbursements
Balance Cor Distribution
-2-
8.04
7.53
7.21
7.97
2,115.80
93.50
318.50
2,567.96
6.00
1,106.46
15.00
62.12
40.00
60.32
64.00
275.34
1,095.11
104.00
5,808.31 .
.,
12,562.60
2,115.80
14,678.40
- 5,808.31
8,870.09
!.
. -
PROPOSED SCIIEDULE OF DISTRIBUTION
BALANCE FOR DISTRIBUTION
8,870.09
TOI Rebekah Ruthe Mehring
3004 North Ridge Road
Ellicott City, MD 21043
Residue of esta tel
Partial distribution - February, 1995
Partial distribution - September, 1995
Balance for distribution
840.83
5,000.00
3,029.26
8,870.09
STATE OF MARYLAND
COUNTY OF P.ML7I:nt-.</C'
)
I SS.I
)
Before me, the undersigned officer, personally appeared Rebekah Ruthe Mehring,
Executrix of the Last Will and Testament of Mary Isabelle Hall, Deceased, who, being duly
swom according to law, deposes and says that the foregoing First and Final Account and
Proposed Schedule of Distribution are true and correct to the best of her knowledge,
Information and belief.
.,
q,i~~ ~^..n-.."""t-vl.j ~~
Rebekah Ruthe Me ring, Executrix of the --;'
Estate of Mary Isabelle Hall, Deceased
Sworn to and subscribed before me this
"'lvday of May, 1996.
~ti;I"~JI_~d:t'A -'
""''d ~~ ~~'"
-3-
.