Loading...
HomeMy WebLinkAbout95-00430 ~;~.~ -. ~- ,~-. '~:i\; , ... ~~~';,: . . ",' ,':,:<>~, :';::" :;';~)~,. 'i' "',: ,-, '" ,'," :,i),,;, :., ,'.:;<",: " '0:;: '''.,'' \,t't~; "";,,, ";,.','~,:':;;\/,, ",,",',;',,::"',:'\ F: :,': :;;~, ",'.' ',',,'" ';",'"" ,j"iJ,',':'y,-,'.'::i\ ", }. '~ ' :<' ':.'\"'i'.'" ',' ,_ . ,;'> :' :';'::': /,::,;,?!':;:"',)'::~~}~;i/; ",r,,;,,: i.,;,.'>'.>:', i,c" ,:";";:,,,,, ." '. '~/j :': Y;:-i;/~::?'::".,:,/< '; i,':":::;";', .,.\,\,; ),' " '; '0: '::fi;:;"';',, :-,':" ',',', ':', 'q,. ;::', ,".-: ':,i, :',r ;,:,", .-,q 'i/".:', \.;. .",i,'," .:' ',," , :,;'. . " "q Air)' :,:;: :'; ,1 " :, '(; "', .; ,,; , ' ;:0. ---'; :> ~z ':, " :, " ~-"." .. ;.': ,,-' ,';"; ", : if' :;< >:' " :.-: q,., ,:'i' ,,( : ':,oy .";'," :,:~" , ',' :::<:,:,,, .'c;,: ,:" "" ,,;i ':-: :,: .' :;:' , " ~\':'., ':::"'\~! ,/, ,: ';,~~ ,'.:< ;,'i' " ',' ." .-;';'."::,:,::~ i.'i' ~ ':"';' ',? ,," ", .', '" .',,:,::, ,; "', I" '\';::,.' /; ~~:;>/:T:': ,: ....., ," :.;; " : i: . ,.' , " ');">;/<! ~ .'.-'i, ,?,>, ',' , ' ", , " ,,',,', ",',:" """",,'7: ;:: ~ ""';;, '7~~',>:~",:>"'~"," . . ':, :~':::'Y/>~~::.' ., ;~r,',.; ;. ":"':"?\':Y;:f' !,'!.'.,; '};. ..... ~'.'" ..'~ .;; ~ '<,~:;!t~!, N "l;::' , . ;',,...,' "" . ~~ "";i',.",";',::",:,::""",,, 'Y ',:,"', ''I, H("., ,', , ,~ ~ r~O: '::"Y"::"\"": ..:?,,:./:.. ' .'; '.... ,,'.~ ~~ .' ", .,,',:"1,.-.',::,.'':::' '" "'''':':''''::,', ','.',:: ,-:,,, , "'" C"'\ ' ," " < """"', ", ':-":" " ;':~'j'" ,',', ,. ",;", , . <: . ~ '.. ,'. .;,' ""::', ". ~p;;:"", , '.' " " 'ONII '. ','"",,, ';;:.::~:~f! i,'},j~,U,.,:i,;', ,,' .:..<,;: I:/:':;:,:',.;}~, ,',. ,'.' ".~ ' , I ' , . ,:,,~:, , I','>,' i:'.' ;,;', , , u ':'-",7', ',-:~.. " >", . . ',':;' ,:~;::c: ;: ' . ' . ,Ii ' ' fi1 ~V "~ i~~'" . "'1 "' .'...., ',..' : ;', '.,'11, ';' '. .~ I:. , , .... ',..,;':)::':::.> .' " :;"'::; ".:",. " '''it'.,: .' '.',' 0 ,'/:<:':>,;:.>~",;l~;'\L+" ;;. < ,'::"; "i ~,::"::::,,. ,,:1/. " , ':',',,',: :'';'';;;''.;::'~,'::~ ':);'.,: "', ,-, ,"""<1:""" " CI) . """.'",:,.',,;,,:, " .' ,.- " ", ~~ii} , , -= ,,' ~ "iZ~t '';~;(Ir ,~:;, . ~~,-'cii'" ,.' . -= ' .' ",....... .';':<>~.'':',.,: :,!,.~",~",.,~:. i.: ':r ,,', Z' '. ,,' en' " '<, :':':;,;", ""c:';"'};,c.:;j 'LLI . ,. '. .," :",;:,)::,:,.',\,;/".\,,, ,,' . ',,; , .:,' :",:" ",- ;';{~i~ ., , . _ """~T ,', . !:'j! . .~}~';~!r " . , j'\,:}'t{ .' 1,:~:C: ' , ";>:,:' ':)A "', '';'; <..,-;; '1 '" :1~\ _.:.'!.~,' ~~>2~1~ :. ::''' ~: ':,., ',; ,"'j ~. s;'? ~:Y .. " ';:,r'" :'" ~. '. J, ,,. " ,- " .,.'. v/ 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.) :g 6 -,,- 'iii ". '3.g .'- ~~ ll'~ ~o ;; . "' Vi .~ r l~ z-"~r.....~, ./<.,. IT.... I~" '~.""-~. 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 .'1, .J'...j,......L ,Q.. -r-L ---r"l . p~ .~'^-- ;C;;-;+....-' " ' fa l:: ~ ~ subscribed dill' of ~' I. , ,a!.Y!-.o Mary C. -- , , ~4i;. ,/1 t ~ .. . I . f , v 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 ()() ~~ :0 r: 0': :'1Jm :l I" (\ , '. , . , -, t";'. :Q ~ --..J 'n i..:j Vi' ;0 L. t,', ~1. :J"'t--t 0 Called attorney on 6-5-95. 21 - 95 - 430 nn :sl :o~ Cn; 3 '. 10_0 . , 0" ':<1<4<" I~\' ~ .:' i. t -,~ - " ..... -." , -' " r,-f :J1 ;"::1.:.- ',' N en \..1.-- 0 :0<: f...j - p~- 0 , ,> '''7'''- ~ i 1 ~ i'\ , ~ 3linsl 3lI\fill nub Weslnttttul 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 ft ~ \ 1'\ . . 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 R u..",JLJ. J.tJj J ~~W~~ 1(1Jd.&-"" ~~~ / 1//:1./ ~ 3J;4/}l..~)~ ~OA.lUIL~./J..f~)"/i/JU~ 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 ~ rR UAMJ} ~., Jt~tJ Wi tness !&>~~J 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 . . ...-~..,. 21 - 95 - 430 TO: Mrs. John Mehring FROM: Ms. Mary Isabelle Hall DATE: July 13, 1989 ROll n~.'j \~t . I, ".1 '!1.) NAY 17 Pl2 :::0 Cia Cur',',,' I '..1 ~ I' Jrl PA 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 ., - ,.9--.. -,-- L.,_~,_,____ U _ (i~b?4 [l'!./ f'_ 9' I, /,~- ....... ~ etJ'1)t.JL.~. /.lY/7J2,. 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 ,/' --'. "- / the testa' , sign the same and that"- request of lesla' in 11- pr..cn~e andlm- other subscribing witness(es)), ../ 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 ' \':\ '" '~:e~/Slert<<;Ji:/ \ \ ' 1 j ~ l\'! i v- I '! (Name( ., >. . ,. 1\ j /'/1 I ~ '/ I'J\ j. ,\ r ;, "'1 \" I., ,".. . " (Add,ress) / .1.. ;:-1 (Name) (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 .---....----.'" ,/ codicil ..----/ will presented hcrewllh, (each) belngLtuly quail Oed according 10 ..- present and saw ,/ ,,/" Ihe lestal , sign the s'aiile apd Ihal ,,// signed as a witness atlhe , / 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_ --- (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~__ :~~ g<) '~ ("/"~~#</ 7117 < . . o. () /<Il' IJJ7f-:4t. /? fMUre~ ~ / r-.@ Y C. LEWIS Reg/ste~ {I f//..('? /~//y .--':"~' ~. . ~N/y /} /1 ,;..;/ 7//4r,'~ 7:? /~ Y/ (Address/ co g~ 13 <:> Ul .. ';.- ,- u ~ e "' d >- In '_I N ":;1 . ,~. ~ ',I l~ 3.;'i d t.> (,1 U{t) ~.u 'lie: ~ ,:: E a: ~~ 00 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 ~ /If) ~ :-z//c.v /V. /'-1 S gn ure Name Stephen D. Tile... 5 South Hanover St. Address Carlisle, PA 17013 Telephone (717) 243-5838 ~ [;1 (:-:1 r;..' ('. C'.. ~A" ~j ,1: Capacity: Personal Representative Counsel for personal representative :-.1 x N I <;;J ;.:::: J \.) c' u wr,- a:u, 1f1 9' ~; r~ \lJ :5 C,,)C,,) _. -'9 _ "-'p. _. .__. " ...-.--- --------.----------------- ...~. ..", \ \ \ D' ..AA' 082159', ' COMMONWEALTH OF PENNSYLVANIA -"'0. .' "" DEPARTMENT O' REVENUE ....1I.i't.1.~.1 ~,OFFI(:IIIL RECEIPT .'PENNSYLVANIA INHERITANCE AND ESTATE TAX *' :'ll '. .. , 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 " '-, 1', .' 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....__'_~__ ... ,A . , - , J " , . . . .' , .,---" Ii~- . -;-'-:;_---;--..............A'_- '. "f;-l. - '" ~---_..,. . .'~-.. "-, Rlv.l~oon. 171i1') ~ :lIC:!.n tdlElj :c09 ........ ~ "' / ' ) '/ c..,. CjI:J~ ~~ 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 ... ffi fil tll o 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 z o 5 " t: :z tll .. 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 z o ~ II o u ~ ... (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. r,_! " -. L: ' , ;_n 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~;\ - .-. ~,~ ~... ~ ,'::",_ ': __.. ,_ .-;,'-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 I SEAL REGISTER OF WI LLS , ------~--------'-----_.._-~----~-~-~-~- , J '" " ' ~ , . ..---' Jf'-~ ..... . \. ... -;.-:~---;".-~ t...- 1'" .. , -' -.. '- -,.- -.. ._-.. ., 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<'._'" _"+"_". ' 'J '.:"t " . , .,', ,,' /' ",'" '~ \ I I " rl I ,~ ", ~,. r ': > ., ~ '0, 'f" IJ. '11" ',. to' ; , -'-1. Ii ,... -. .'. , . ..... , ;! " or I .._. ..._. .. -....__.~...-_. --,,'.,....,... -.- r ~.. ) REV-1547 EX AFP (12-951* 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. '.'-" ., ., " " :1,::,;:;::,,:,"~iofld.()ff1ca 01 ;,:':(:\:;\.:::, \'ReGisW: :of 'Wills,' ~f.i[.t~~~:;i}r\'\:.;,\:',':,~:; i,' ,: ' ' 'Ii"'''''' '" ' "'96' ',.IAV '1'4" P2 'A2 ic(!~:!~~;~~'~~1:';\ I, ~'~:'J"~I. ~:-.. ~ -',', , ~ '^ >",). ...~ r~}: j ~'t, {f~. ,i ' . < t ' r.~~}f';;."o. . _j -,'" " .1, ~ '''' " ' I",f"_, "" ''''. ~ tk ..... rt ;~i~~'\('~;: Cler~.Ot;:;~..'1'.lil'I...OU , 1,,'{"?;';"CUm\:)oll~d Co., PA, " ," "..,-.,'. .,!\:. "';, . " ~, . .' r:,:,~;'y::,%i,;,:"""";:';.."',, ,,' "', '''''''''1'&4'0','' ,"'," (;II ~'Ili:elo,"',:, ;!',i~>'~i=e:fEoo~;!f' :Q (i~'~<:"';~\<f!a 'i<!'" ',', ',',"0'0 ld..O:ll ,0.:1 ,.:1' -~ " " "iii . -Ill >t' .",g~gJ,'~'<~~~~ ' ,<l:),IIl~~llll'&4gQ, '~al'&4l:) rzlOt.)- <1ll0~l:l0.:l ~ l~~f;1~li1rJl:l~ e"l:lt:, -,o.:I.~g,~ > <rzlPt:lt:3f!a~Ci>1 .~~~~>tIQIQ~ '~,,~f!igj~ ~ ~ ~ 15 Ii!I'&4Q:So.:l:SEoot.)P. ", +of "";l,~:.~_ .,'r,,', . M:~ " 'rzl " .::",,' _ -l<,:JIiil \l,J.,*,cl':~~, ."",,:,:,-~. it:2~ ~1Fl:~~:., ' , ' " -"1~~r~~~}ji1~...:- .' -. . "~~);;~;{m~~~~~=;: ...,',);j~'i~',;}'~,~^",PlJll.l8q!.lOIIP8J:) .lIl1ll1JSlIlI'll UII88J81111 UR Wl81D JO , ~";i;'"H;.'.~~'E :SIIR,f:,Ol:IUlIWllOllO.' 841 '01 UMOUlf'UOSJad' JII4IO A.llM8 01 pue :;~::';~~:~;:::,~: ,i!i:li.ui~1lI Pl8dun. AJaAII 01 UllII18 UII8CI S84 'UOIIIIIllJI810 po.odoJ, q,:,:,';;ti:':,'~ i\''''''.~IIIIS';>I~1 ql suo'1:>9lqo U"IIIJM 0111,01 A.pllel ~lll ' ;;:~~r:h.i,?( :~~>'.~i:: ',,':"'::,~~: ~:'~';')~~;~'}:/~ '''~~~:~~,~;,,:'~,J~,,' > .:.://f{~,:r.:~"':<~:~:~-~;~-"'" '., ';\'11") :'\~i!:f) ~q)' J'': "'_Il'-,)IJ lHoIh!.JM '~lll A.t1.l1.~" '\~lr.J... . ! t~fy',i;~;':' .' .li .';':od:';.",' . "';.," -,I' . . ".' " i .,. :!i! l' .It II ' ' " iiJa 1. "" iP:S J II ilsl ,;!~..i,1 iiiii>jJ! itill1 l!8g-zllc i -all,' 5 ~l 'i~ EJ~" i.ill ill~ ~~ si.!;'5 t. --. . '.---"- J " ~, , ,,' _'_~ ,,~.;:r):;~,:~ '~:.!.':'i;I;.:..~ .' l~~: ",~',; F: ,~~ :~' :) r:"~l;(:"" · ~Jlill&;' Ill: Q'5,$, ", '1&0 ~"liiJ ;. '-; ".' 1ft..',:, -'c /> >o.c: 0 1: 0 c .c.... .- to CD,~ eo! \l E ii, ~ CD "C ... ..-,'- .c ,- =:as.g~~~ ',I -I,;, 11', ~ 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- .