HomeMy WebLinkAbout95-00435
I. ,L
No. 21 - 95 - 435
Estate of
JOHN A. GARS IDE
I Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW .111np 6. 19E5--, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) dated Augus t 22. 1990
described therein be admllled to probate and OIed of record as the lasl will of
Joh,l A. Garsid!!
T!!stamentary
Isabel A. Heath
and Lellers
are hereby granted to
TA)
Roal.." or Wills
MARY C. LEWIS
FEES
P b L E $ 115.00
ro ate, ellers, Ie..........
Shorl Cerllflcales(3) ... . . . . . .. $ 9.00
Renunciation ................ S
X-Pages $ 6.00
JC P ----!i-;OO-
JUNE 6:0r~91- $ 135.()9
Flied ...................................
Ofb 11'
Wm. D. Schrack. 111
ATTORNEY (Sup. Ct. 1.0. No.)15893
P. O. Box 310. Dillsbura. PA 17019
ADDRESS
717-432-9733
PHONE
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Mailed letters and order to attorney on 6-7-95.
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WILLI6
lllagt 'ilill cmb <1I~ghtm~nt
OF
JOliN A. GARSIDE
BE IT REMEMBERED that I, JOHN A. GARSIDE, presently of the City of
Harrisburg, County of Dauphin. and Commonwealth of Pennsylvania, being of sound
mind, memory, and understanding, do make, publish, and declare this as and for
my Lest Will and Testament, hereby revoking snd making null and void any and
all Wills and Testaments and writings in the nature thereof by me at any time
heretofore made.
ITEM I: I direct that my hereinafter named Executrix pay all my just
debts, my funeral expenses, and the expenses of the administration of my
estate. With this direction, I authorize and empower my Executrix to expend
for my funeral expenses and interment such amounts as she may consider
necessary and proper, without regard to any limit that may be prescribed by a
court of law,
ITEM 2: I direct my Ey.ecutrix to pay all inheritllnce, estate, succession
and legacy taxes of whatsoever nature and kind, to which my estate or the
tranafer of any property passing hereunder or otherwise passing by reason of my
demise, may be subject and to charge such taxes against my residuary estate, it
being my intention that none of the aforesaid tsxes, either federal Dr state,
on any property required to be included in my gross estate, under the
provisions of any state or federal law now in force or hereafter enacted, shall
be prorated among the persons interested in my eatate to whom such property may
be transferred or to whom any benefit nccrues.
.
"
ITEM 3: I give, devise, and bequeath all the rest, reaidue, and remainder
of my property, of whatsoever nature, and whereaoever aituate, whether it be
real, peraonal, or mixed. unto my aon, JOSEPH R. GARSIDE, and my daughter.
ISABEL A. HEATH, in equol shares, per stirpea.
ITEM 4: I nominate. constitute, and appoint my daughter, ISABEL A. HEATH,
to aerve aa Executrix of thia my Laat Will and Teatament.
ITEM 5: I direct that my hereinbefore named Executrix, or her aucceaaor,
ahall not be required to give bond for the faithful performance of dutiea in
this or any juriadiction.
IN WITNESS WHEREOF. I have hereunto act my hand and seal to this. my Last
Will and Testament, conaiating of one (I) typewritten page, the first of which
bears my
/.JIlt!
aignature
in the margin
~~i?U/
for the purpose of
identificstion
this
day of
, 1990.
..4~ t? ~~~
JOlIN A. GARSIDE
Signed, aealed, publiahed. and declared by JOHN A. GARSIDE, the Testator
herein named, aa and for his Last Will and Teatament, in the presence of ua,
who, at hia request, in his presence, and in the presence of esch other, have
subacribed our namea aa witnesses hereto.
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WM. D. SCHRACK, III
II rmHN/;')' ..t T 1....1 II'
124 W. HANNISIII1N<I SINI!!!"
1'.0. lIux 310
1)11.I.'"I1I<1,I'A 17019.0310
(717) 432.9733
FAX (717) 432,1053
August 24, 1995
DICTATB BY ATTORNBY SCHRACK
TRANSCRIBBD IN HIS ABSENCB
Register of wills of Cumberland County
Cumberland County Court House
carlisle, Pennsylvania 17013
RBa The Bstate of John A. Garside
Pile No. 21-95-0435
Dear Register:
You will find enclosed herewith a check issued by the
Executrix of the Last will and Testament of John A. Garside,
payable to the order of the Register of Wills, Agent, for the sum
of $4,000.00. This is remitted as prepayment of inheritance taxes.
Please accept the payment and return the appropriate receipt
to me.
sincerely yours,
~. ,/ C)
/0'}y1 /-.' '~w-d:l.tl-
WH. D. SCHRACKr III
WDS!amd
Enclosure
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D NO. AA04817 4 ,COMMOND~~~~~T~: R~:~:YLVANIA
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.''1-11.1111....1
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RECEIVED FROM:
6
ACN
ASSESSMENT r:'I
CONTROL 1:.1
NUMBER
AMOUNT
SCHRACK WM 0 III ESQ
1e4 W HARRISBURG ST
P 0 BDX 310
DI~LSBURG, PA 17019
101
.4,000.00
'otOHtI'
ESTATE INfORMATION:
~ fiLE NUMBER
5iII el-199:5-043:5
EJ NAME Of DECEDENT IlAST)
II DATE Of P MEN
II POSTMAR
COUNTY
BSN 091-07-4840
(fiRST) (Mil
9
DATE Of 0 A H
REMARKS
fa TOTAL AMOUNT PAID
".!400D..-OO
CW
ISABE~ A HEATH
SEAL
CHECK" 10:5
RECEIVED BY ,
, .
SION""UR~
.'
REGISTER OF WILLS
MARY C. LEWIS
REGISTER DF WI~~S
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNTY CODE
DECEDENT'I NAME (LAST. 'IRST. AND MIDDLE INI"AL) OECEOEHT'SCOUPLETE ADonESS
GARSIDE MR. JOHN A. 2102 FOXFIRE DRIVE
soe'Al.SECUnlfYNUUOEn DATEo,oEATH oATEo'Oln", MECllANICS8URG PA
091-07-4840 05/30/95 03/10/18
REV. 1100 EX . P....I
2. Suppl.menlal R.Mn
4a, Future Int'flSt Compromise
(lor dalu ot dealh a~.r 12-12,B2)
[]I.. D.c.d'nl Died TtStat. 0 7. Deced.nt Malntaln.d a Living Trust
(Anach co ot Will) (Anach a co 01 Trust)
C p ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO'
a ~u N......E COMPLETE .......LINQ ADDRESS
E \1M. D. SCIlRACK I II \1M. D. SCIlRACK, III
5 N TELEPHONENUUOER P. O. BOX 310
- T 717 432-9733 DILLSBURG PA 17019-0310
I. Real Estata (Schedule A) I
2. Stocks and Bonds (Schedule B) (2)
3. Clos.1y H.1d StockIPannershlp Int.rut (Schedule C) (3)
4, Mortgage. and NottS R.c.lvable (Schedule D) (4)
5. Cash, Bank Deposlls & Miscellaneous P.rsonel Property (Sch, E) (5)
.. Jointly Owned Prop.rty (Schedule F) (6)
7. Transl.rs (Schedul. G) (Schedule L) (7)
.. Total Gross Asllts (lotal Lines 1-7)
9. Funeral ElCp.nsos. Admlnlstratlvl Cosls. Mlscollaneous
E,pons.s(ScheduIeH)
10. Dabts, Mortgage Llabllllles, Liens (Schedule il
ll. Total Deductions (lotal Lines 9 & 10)
12. Nat Valu. 01 Estat. (Line B mnus Line ll)
13. Cherltable and Governmental B.quuts (Schedule J)
14. N.t Value Sub ct 10 Tax (Line 12 mnus Line 13)
IS. Spousel Trensl.,. (for datu ot d.ath a~or 6-30,94)
SI. Instructkms for Applicable Percentage on page 2.
(Includ. valuu Irom Schedule K or Schedule M,)
16. Amount of line 14laxable 816'/. ,ale
(Includ. values !rom Schodul. K or Schodulo M,)
17. Amount of Line 14laxabl. at 15'/. 'ato
(lnclud. values 110m Schodul. K or Schodule M,)
18. Principal tax duo (Add tax !rom Line IS. 16 and 17,)
19.CroditslSp Pov.rty Prior Paymonts Discount
+ 4,000.00 + 210.53
20. II Line 191s greatorthan Line lB, .ntor tho dilloronce on Line 20, This Is Iho OVERPAYMENT,
[!;] D ICheck her. I' you Ire requeltlng I refund of your overpayment.1
21. "Line lB Is groatorthan line 19. entorlho dillorence on Line 21. This Is Ihe TAX DUE.
A. Enter the IntlllSt on lhe ba,lance due on Line 21A.
B. Enter tho total 01 Line 21 end 21A on Line 210, This Is tho BALANCE DUE.
Mak. Check Pa able to. Re I.tor 01 Wills, A eot
. . BE SURE TO ANSWER ALL QUESTIONS ON PAC. 2 AND TO RECHECK MATH .. ..
penI ..a pel "'Y. K .. .....ou I 1I.IUfn. nc og.ccomfMny ngsc . u... It.ln...n'I,' 101. '10 my now g.. . .true,
correct and tompIIl', declar.lhill.1I ,..1..1.1. hIS been rlpClfttd at true INIrk.I....I\>>, Oeclar.lIon of pI.pal" olher th.n Ih. perlOMl r.pt.HflI.lI....ls biNd Of'l.lllnfOfmlllon
of
which ...parer has."., knowSedge.
SlONATU E OF PERSON RESPONSIBLE fOR FILlNQ RETURN
CAr
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C R C
K 0 K
P 5
ISABEL A. HEATH
2104 FOXFIRE DRIVE
MECHAN"icsiiuRC" 'Pi." 'i 71:i55""""'" -"" u,.,._
WH. D. SCHRACK, III
P. O. BOX 310
ilYLLSiiuRC;' 'pilu 'i 71ii9: 1:i:iiil""'.....,' -"...."
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HAARISH8~~.~'ii.06O'
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~F APPLlCADLE) SURVIYINO SPOUSE'S NAUE (lAST,FIAST AND MIDDLE INITIAL)
X I. Orlglnel R.turn
4. Limited E.tal'
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FOR DATES OF DEATH AFrER nlS".' CHECK HERE
IF A SPOUSAL
FILE NUMBER
21,1995-0435
YEAR
NUUOER
17055
CO""
CUM8ERLAND
SOCIAL SECURITY NUUDER
AMOUNT RECEIVED(SEE INSTRUCTIONS)
Remalnd.r Return
(tor dattS of death prior 1012-13,82)
F.deral Estate Tax Relurn Rlquk.d
Total Nu"",r 01 Sata D.posk Bo,u
05.
8.
31. ,948.00
50,369.00
(B)
85,317.00
(9)
9,036.00
(10)
31,0.00
Ill)
(12)
(13)
(14)
9,376.00
75 , 941. 00
75 941.00
(15)
0.00
0.00 X
=
(16)
1,,556.t,6
75 , 9101 . 00 X ,06 =
(17)
0.00
0.00 X .15 =
(1B)
1,,556.t,6
Into rest
(19)
(20)
4,210.53
0.00
(21)
(21A)
(210)
345.93
0.00
345.93
DATE
(~~
DATE
(d-~~
Form 1 fR. 7.
REV. 1101 EX . (2,17)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
co"r..m~_MhY""1A
ESTATE OF
Plla.. PtInI o. T
FILE NUMBER
21.1995.0435
JOHN A. GARSIDE MR.
SS{} 091-07-4840
05/30/95
(All '01
ITEM
NUMBER
1
2
3
4
5
6
Int owned wIth RI ht 01 Survlvorahl muat be dllclolOd on Schadull F)
DESCRIPTION
PNC Bank Okg Acct 5070070023
Merrill Lynch Investment Acct
1995 Tempo Sedan, Leased deposit
Medicare Reimburseme~t
Cash on Hand at death
Ford Motor Credit Rofund loaso termination
VALUE AT DATE
OF DEATH
3,093.00
27,959.00
3,000.00
100.00
200.00
596.00
$ 34 948.0D
TOTAL (Also anter on Iina 5. RIca hulallon)
(AItoch Iddillonal B 112' . ". ShillS II mort spacals naadad,)
,..""",,1"'" (.., 1Qq" ,","' _nfl~ll". nn'" r.p~.,~t"'""" Int".
Form 1500 Sch<<tule E fR..,.2.1"
"
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Merrill Lynch Consumer Markets
214 Senate Avenue
Sulle 50 I
Camp Hili, Pennsylvania 17011
7179754623
800 937 0735
~Merrlll Lynch
M. Dudley Smith, Jr.
Vice Prealdenl
JuJ.y 12s 1995
Wm. D. Schrack, III, Esq.
124 W. Harrisburg street
P.O. Box 310
Di11Bburg PA 17019-0310
Re: Estate of John A. GarBide
Dear Attorney Schrack:
The only account held by Merrill Lynch for Mr. John A.
GarBide iB an IRA account, opened October 3, 1994. The
account holdingB and valueB aB of date of death are aB
followB:
ShareB
280
200
1480
757
DeBcription
Nationwide Health PPtYB
Grand,Metro 9.42% Pfd
Alliance Bond Fund US
Gov. ClaBB B
Retirement Money Fund
CaBh
Value
10,465.00
5.500.00
11.235.84
757.00
.79
$ 27s958.63
TOTAL VALUE
There are two beneficiarieB named on the accounts IBabel1e
A. Heath and JOBeph R. GarBide. each to receive 50%.
If we can be of further aBBiBtance pleaBe feel free to
contact UB.
M. Dudley Smi . Jr., PreBident
MERRILL LYNCH CONSUMER MARKETS
\
MDS/BW
THE INFORMATION SET FORTIl HEREIN WAS OBTAINED
BY SOURCES WHICn WE BELIEVE RELI:\BLE, (JUT WE DO
NOT GUARANTEE ITS ACCURACY. N~ITHm HIE IN.
FORMATION NOR ANY orIN ION EXPREssm ~ONSTlTUTES
A SOLICITATION IlY US OF TIlE Pl!RCHASES OR S.'lE
OF ANY SECURITIES OR COMMODITIES.
REV- 'SOl EX . (lZ,")
co..tl.m~g,WhYANI.
ESTATE OF
JOlIN A. GARSIDE MR.
SS(} 091-07-48/i0
SCHEDULE F
JOINTLY-OWNED PROPERTY
05/30/95
FILE NUMBER
21-1995-0435
JoInllenont{.).
A.
NAME
ISABEL A. HEATH
ADDRESS RELATIONSHIP TO DECEDENT
210'. FOXFIRE DRIVE DAUGIlTER
MECHANICSBURG, PA 17055
B.
C.
JolnUy-owned prop.rty.
LETTER DATE DECO'S
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE' DOLLAR VALUE OF
NUMBER JOINT OF ASSET '.4 INT. DECEDENT INTEREST
TENANT JOINT
1 A 07/20/94 PNC Bank CD 50,000.00 ***.*.*. 50,000.00
0443200173519
Intarost 369.00 369.00
TOTAL (Also enle, on line 6. Rocepilulatlon) 50 369.00
(II mor. space Is needed.lns.rt additional she.ts or same slz..)
Coprfrlght ee) 1194 form aoflwI'. only CPSYIlemt, Inc:.
Form 1500 Sch~uSe F (Rh'. 12~8I)
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
"IV. 1111 EX . (7-11)
ce"r.~g,WbYAHIA
ESTATE OF
JOHN A.
ITEM
NUMBER
A.
B.
C.
Plllol Print or I
FILE NUMBER
21-1995-0435
GARSIDE MR.
SS 091-07-4840 05 30 95
DESCRIPTION
AMOUNT
1
2
FunoroJ Explnolll
Henry HcCaddin & Son Inc
Hontau1k Club - Funeral Luncheon
4.945.00
342.00
1.
AdmlnlolraUvl Coot..
Personal Representative Comrrisslons
Social Slcurhy Number ot P"lOnol RlproslnllUvo:
VI" Commissions paid.
z.
WM. D. SCHRACK, III
2,850.00
Attorney FH'
3.
Farrily EXlmpUon
Claimant
Addross 01 Clalmanl at dlcldlnt's da.lh
SlrIIt Addross
Chy
Zip Codl
RllaUonshlp
State
...
Register of Wills
Probate F..s
135.00
1
2
3
4
5
6
7
Mllcallaneoul Expan....
Estate Advertising: Patriot Nows Co
Cumberland Legal ,Tournal
Upper Allan Twp - School and personal tax
PP&L - Utility Expense
Bell Telephone - Telophono Exponso
Reservod for miscollanoous futuro Exponso
Register of Wills - filing foo
50.00
40.00
262.00
89.00
158.00
150.00
15.00
TOTAL (Also Inlor on Une 9. Roco kulatlonl
(II more opac. 10 nlldld. Inll" additional ahlllo 01 aam. 01...)
Copyright (e) 1".. form software only cPSYltemt,lnc.
S 9 036.00
Form 1500 ..hodulo H (ROY. 7,11)
AIV, l11J EX + (I.Il)
CO...tl.~ftm4\_MhYAHIA
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21.1995.0435
JOHN A. GARSIDE HR.
ITEM
NUMBER
SS 091.07.4840 05 30 95
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1
A. Tlxable IltqulslS:
Joseph R. Carsld~
118 Eighth Ave . Apt 8.F
Brooklyn NY 11215
son
0.50
2
Issbe1 A. Heath
2104 Foxflre Drive
Mechanicsburg PA 17055
Daughter
0.50
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Chadlable Ind GovI,nmental BlqulSts:
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also .nlor on line 13. RIca hulallon)
(If mort SpICI Is ne.d.d, Instn addillonal shillS ot same slz.,)
~rtght (e) 1114 form lO.tw". ontv CPSytl.ms,lnc.
s
0.00
Form 1500 SCh..... J (A... Z.Il)
"
,.
last 'IlHl Mb- QItstamtnt
OF
JOHN A. GARSIDE
BE IT REMEMBERED that I, JOHN A. GARSIDE, presently of the City of
Harrisburg, County of Dauphin, snd Commonwealth of Pennsylvania, being of sound
mind, memory, and understanding, do make., publish, and declare this as and for
my Last Will and Testament, hereby revoking and making null and void any and
all Wills and Testaments and writings in the nature thereof by me at any time
heretofore made.
ITEM I: I direct that my hereinafter named Executrix pay all my just
debts, my funeral expenses, snd the expenses of the administration of my
estate. With this direction, I suthorize snd empower my Executrix to expend
for my funeral expenses and interment such amounts as she may consider
necessary and proper, without regard to any limit that may be prescribed by a
c\Jurt of law.
ITEM 2: I direct my Executrix to pay all inheritance, estate, succeasion
and legacy taxes of whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise passing by reason of my
demise, may be subject and to charge such taxes against my residuary estate, it
being my intention that none of the aforesaid taxes, either federal or state,
on any property required to be included in my gross estate, under the
provisions of any stste Dr federal law now in force Dr hereafter enacted, shall
be prorated among the persons interested in my estate to whom such property may
be transferred or to whom any benefit cccrues.
,
. ....___..n.~.._._._. __~___~,,___.~ -..---.--------..---- q...._--~
ITEM 3: I give, devise, and bequeath all the rest, residue, and remainder
.' of my property, of whataoever nature, and wheresoever situate, whether it be
real, personal, or mixed, unto my son, JOSEPII R. GARSIDE, and my daughter,
ISABEL A. IlEATII, in equal shares, per stirpes.
ITEM 4: I nominate, constituts, and appoint my daughter, ISABEL A. HEATH,
to serve as Executrix of this my Last Will and Testament.
ITEM 5: I direct that my hereinbefore named Executrix, Dr her successor,
shsll not be required to give bond for the faithful performance of duties in
this or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of one (1) typewritten page, the first of which
bears my
signature
in the margin
$;;fiUI
for the purpoae of identification this
2.J. II d
day of
, 1990.
.~ t? ~<- -fl
JOIlN A. GARSIDE
Signed, sealed, published, and declared by JOHN A. GARSIDE, the Testator
herein named, as and for his Last Will and Teatament, in the presence of us,
who, at his request, in his presence, and in the presence of each other, have
subscribed our names as witnesses hereto.
( ~~ s;b<-
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OF
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
SS.
and
Testator and the witnesses,
to the at tached or foregoing instrument.
being first duly sworn. do hereby declare to the undersigned suthority thst the
Teststor signed and executed the instrument as his Last Will and Testament. and
that he signed willingly. and that he executed it as his free and voluntary act
for the purposes therein expressed. and that each of the witnesses, in the
presence and hearing of the Testator. signed the Will as witnesses. and that to
the best of their knowledge, the Testator was at the time eighteen (18) years
.
of age or older. of sound mind. and under no constraint or undue influence.
2 /
(_'C/~'- ~/ Ad,,-~
/I (l
SWORN TO AND SUBSCRIBED
THIS L 1/t~ DAY
. 1990.
NOTARIAL WI.
.lANEI'll. GOAl, NOTARY PU8lJC
1llI.l.1I8UAG 1OIlOU0H, VORIC CGONTY
MY COUIlSSOll EXJIlIIU OCT.IS, 11M
1I_,-"fllllaA~t1No"'"
3
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?'/i'CF~~"'.",,'.,"'" ". COMMONWEALTH OF, PENNSYLVANIA
D~~A~;;082539'." DIPARTMINTOP REVENUE
.,.Ii.i.;,.,..,. i' OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
RECEIVED FROM.
&
ACN
ASSESSMENT I!I
CONTROL ...
NUMBER
AMOUNT
SCHRACK WM DIll ESQ
124 W HARRISBURG STREET
POBOX 310
DILLSBURG. PA 17019-0310
101
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"T' -----~---- - -----...... - -------...,.- -- - - ------- ---_.-" -- -7-......
, .
ESTATE INFORMATION.
I!:'I FilE NUMBER
(II 21-199:5-043:5
!!II NAME OF DECEDENT (lASTI
i:II GARSIDE JOHN A
II DATE OF PAYMENT
II POSTMARK DATE
COUNTY
CUMBERLAND
DATE OF DEATH
SSN 091-07-4840
(FIRST) (Mil
REMARKS
m TOTAL AMOUNT PAID
"34:5.93
SK
ISABEL A HEATH
C/O WILLIAM D SCHRACK III
CHECKlI lOb
REGISTER OF WILLS
SEAL
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6 ~7-/j/
(0
ACN 1D1
REV-1547 EX AFP (12-95*
CDKMOHWEAllll OF PENNSYlYANIA .
DEPAATHEHT Of REVENUE
BUREAU Of INDIVIDUAL TAKES
DEP" 110601
tlARRIS.URD, PA U1Za~D601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE D4-22-96
WM D SCHRAClr II I
PD BDX 31D
DlLLSBURG PA 17D19
TAX RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: DRIGINAL RETURN
1. R..l Eat.t. (Schedule AJ (1)
2. stock. and Bonda (Schedula BJ (2)
5. Cloa.ly Hald stock/Partnership Int.r..t (Schedula C) (S)
4. "arta.a.a/Not.. Recaivabla (Schedula DJ (4)
S. Caah/Bank Depolita/Hilc. Parlonal Property (Schadul. E) IS)
6. JointlY Owned Property (Schedula F) (6)
7. Trandara ISch.dula 0) (7)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEHPTIDNS:
9. funaral E~p.n.../Ad.. COlta/Hilc. E~p.n... (Schedul. HI I')
10. Dabta'Hortg_ga Liabilitl../Llana (Schadule IJ (10)
11. Total Deduotion.
12. N.t Valu. of Tax R.turn
15. Charitable/Govern..ntal aaqua.t. ISchedula j)
1~. Hat V.lua 0' E.t.t. Subjact to Tax
If an assessment was issued previouslY, lines
reflect figures that include the total of ALL
ASSESSHENT OF TAX:
15. Amount of Line 14 at Spou.al rat. (15)
16. AMount of Lin. 1~ taxable at Linaal/Cla.. A rat. (16)
17. Amount of Line 14 taxable at Coll.taral/Cla.. Brat. (17)
18. Principal Tax Du.
NOTE:
TAX CREDITS:
PAYHENT
DATE
D8-24-95
Dl-24-96
RECEIPT
NUHBER
AAD48174
AAD82539
DISCOUNT (.)
INTEREST 1-)
21 D. 53
.DD
FILE NO.
COUNTY
D5-3D-95
CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION DF THIS FORH WITH YOUR TAX
PAYHENT TO THE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HDUSE
CARLISLE. PA 17D13
AMount Ra.lttad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEv:i54j-EX-jii:j,--nZ:9iff-iliificniF-YtiHEiiii'ANcn'"AitiippRiiisEHiilr-,--,H.LOWANCE-oli-----------------
DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF GARSIDE JOHN A FILE ND. 21 95-D435 ACN 1D1 DATE D4-22-96
I CHANGED
.DD
.DD
.DD
.DD
34.948.DD
5D.369.DD
.DD
IB)
85.317.DD
9,D36.DD
34D.DD
Ill)
(2)
US)
U41
q.37~ nn
75.941. DD
.DD
75.941. DD
14, IS and/or 16, 17 and 18 will
returns assessed to date.
.DD X .DD.
75.941.DD X .D6.
.DD X .15.
UBI
.DD
4.556.46
.DD
4.556.46
AHOUNT PAID
4.DDD.DD
345.93
TDTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
4.556.46
.DD
.DD
.DD
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FGR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CRI. \'eu HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
~~ ~ ::xl
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RESERVATIONI Eltat.. of dlcedent. dying on or balor. D.c.~r 12, 1'12 ~. If eny lutur. In'.r..t In the a.tata I. tt~.f.rr~
In pa.....lon or enJow-."t to Cia.. I (callat'te.) beneflolarl.. of t~ dacld.nt ,'t,t thl ..plt.tlon of any ..tet. fat
llf. or for y..t., thl Co..onw..lth hlt.bv ..pr..,ly r...tVI. the right to appr.l.. and ...... tren"'t Jnh.rltencl T....
at tn. IBNful CII.. I (collat.,.al) rata on any luch future Int.r..t.
PURPOSE OF
NOTlCEI To fulfill thl r.qulnlentl of Slctlon 2lltO of thl tnMdtlN\c:e Bnd Estat, TIIC Act, Act ZZ 0' 1991. 12 P.S.
Sactlon 2140.
PAMMY I a.tach the top portion 0' thh Notice Md ,ubalt with your payant to thl Raahtar of Wl1h prlntld on thl rIVI,... ,Idl.
--H,"" cMck or .onlY ord.,. plyabl. tal REGISTER OF MILLS, ADENT
All pay-.ntl recalved ahall flr.t be appll.d to any Int.r..t which "V hi duI with any r...lnder 1PP111d to thl t...
REfUND (CA)I A r.fund of . t.. cr.dlt, which w.. not r.qu..ted on the Ta. A.turn, ..v b. r.que.ted bV cu.pl.tlng an "Appllc.tlon
for Ra'und of Penn,Vlvanl. Inherlt.nc. end E.t.t. ,.." (REV.ll1S). Appllc.tlon. er. av.lllbl. at the Offlc.
of tM P.glst.r of WIU., anv of tM Z5 R.vtnU. District Offln., or bv caUlng th. .p.ct.l Zit-hour
en'Mlrlng ..rvlc. nuab.r. for 'or.. ord.rlngt In P.nn.vlvanl. 1-laa-S6Z-Z050, out.ld. penn.vlvanl. and
within loc.1 Harrisburg ar.. (717) 787-.094, TOOl (717) 772.ZZSZ (Heulng 1..lr.d OnlY).
OBJECTIONS I Anv party In Int.r..t not ..tl.f1.d with the ,pprll...ent, Illowsnc. or dl..llowDnc, 0' dedUction., or ........"t
of tlx (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .u.t obJ.ct within .Ixtv (60) dlY' of r.c.lpt of
this Notlca bYI
--wrltt.n prot..t to the PA D.p.rt~'nt of A.v.nul, Bo.rd of ApP..l., D.pt. Z81021, H.rrl.burg, Pi 17IZI-10Z1, OR
.-.I.ctlon to hlv. th. .Itt.r deter.ln.d at .udlt of the Iccount of the p.rlon.l repr..ent.tlve, OR
nlPPeel to the Orphan.' Court.
ADMIH
ISTAATlVE
CORRECT IONS I
Flctusl .rror. dl.cov.r.d on thl. ........nt should b. .ddr....d In writing tOI PA D.p.rta."t of R.v.nue,
Bur.au of Individual TalC", ATTHt po.t A.......nt Rsvl.w Unit, O.pt. 280601, Uarrhburg, PA 17IZ..0601
Phon. (711) 787a6505. s.. pag. S 0' the booklat "In.tructlon. for Inh.rltann TllC R.turn for a R..ld.nt
D.e.dent" (REY.15al) for an IlCplenatlon of ad.lnl.tr.tlv.lv eorrectabl. .rror..
DISCOUNT I
If any tax dul I. p.ld within thr.. (5J e.llnd.r lonthl .ftlr th. d.e.d.nt.. d..th, . flv. p.re.nt 15X) dl.eount of
the talC peld II allowed.
IHTERESTt
Int.r..t I. eharg.d big Inning with flr.t d.y of d.llnqu.ncy, or nln. I') eonth. .nd on. IIJ d.y fro. tM d.t. of
d..th, to the d.t. uf p.v..nt. Tax.. which b.e... d.llnquent b.for. January 1, 1'.Z b..r Int.r..t at the r.t. of
.IM 16X) p.rcent p.r annul e.leul.t.d at . d.llv r.t. of .000164. All t.... which b.e... d.llnquant on and .ft.r
Janu.ry I, 19.2 will b..r Int.r..t .t . r.t. which will v.ry fru. Cllendar y.ar to Cllandlr ya.r with that rat.
~Id by the PA O.p.rt..nt of R.venue. Th. appliCable Int.r..t r.t.. for 19'Z through 1'96 .r'l
~ Intand Rat. Dally Int.r..t factor V.ar Inter..t Rat. .2!!!!..!" t .nst factor
1982 U. .000548 1987 OX ,aaozlt7
1915 16X .0001151 19....1991 lIX .000301
191ft 11' .OOOSOI 1992 OX .aOOZlf1
1915 lJX .aDDU6 1993"1"" 7X ,aDDI9Z
1916 lOX .000274 1,,5"199. OX .oool'"
--Intlre.t Is ulculat.d .0 folio... I
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTDR
.-AnY Hotlc. I..ued .ft.r the t.. b.eo... d.llnqu.nt will r.fl.et an Int.r..t C8leul.tlon to flft.en liS) day.
beYond the date of the ........nt. If p.y.ent 11 .~ .fhr th. lnter..t co.putaUon d.t. .hown on the
Hotlc., .ddltlon.1 Int.r..t .u.t b. e8Icul.t.d,
,
.-
-
\
NOTICB OF BBNEFICIAL INTBREST IN BSTATB
PENNSYLVANIA ORPHAN'S COURT RULB 5.6
BEFORE THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
:In rei
THB BSTATB OF JOHN A. GARSIDB
DATB OF DBATHI 05/30/95
BSTATB NO. 21-95-0423
To: Isabel A. Heath
2104 Foxfire Drive
Mechanicsburg, PA 17055
Joseph R. Garside
111 8th Avenue Apt 8-F
Brooklyn, NY 11215
Please note the death of the decedent and the grant of Letters
Testamentary to the personal representative named below. You
have a beneficial interest in the estate, in that:
You have been designated a recipient of an interest in
your father's estate in accordance with Item 3 of his Will (a
copy of which is attached).
The Will was accepted for probate by the Register of Wills of
cumberland county on June 6, 1995.
Name of the decedent:
John A. Garside
2102 Foxfire Drive
Mechanicsburg, PA 17055
May 30, 1995
New York Methodist Hospital
Brooklyn, NY 11217
cumberland county
pennsylvania
Last known address:
Date of Death:
Place of Death:
county of Grant of
origin~l letters:
y
... "
-
"
Garside
June 8, 1995
Page 2
Decedent died testate, and a copy of the will is attached.
Name(s), address (es) and telephone number(s) of all personal
representatives appointed:
Name
Isabel A. Heath
Address
2104 Foxfire Drive
Mechanicsburg, PA 17055
Telephone
717-79D-9585
Name(s), address (es) and telephone number(s) of all counsel.
Names
Address
Telephone
Wm. D. Schrack, III
124 West Harrisburg st.
P.O. Box 310
Dillsburg, PA 17019
717-412-9733
Additional information may be obtained from the undersigned.
Date:
?h- /9.5-
&~
WH. D. SCHRACK, III, ESQUIRE
124 West Harrisburg Street
P.O. Box 310
Dillsburg, PA 17019
(717) 432-9733
Counsel for Personal
Representative
...."... '-
STATUS REPORT UNDER RULE 6.12
Date of Death:
JOHN A GARSIDE
05/30/95
Name of Decedent:
Will No.
21-1995-0435
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the 9arties 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 attached to this report.
Date:
12/22/95
~().~
Signat.ure
Isabel A. Heath
Name (Please type or print)
2104 Foxflre DriveMechanicsburg PA 17055
Address
I 717) 790-9585
Tel. No.
Capacity:
XX Personal Representative
Counsel for personal
representative
.
(HAH:rmf/AM3)