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Home My WebLink About95-00445 -- PETITION FOR PRODA TE and GRANT OF LETTERS ,;;/-q S-J/#-.=;) No. To: Estale of Mabel A. Hill also known as 'J! *(<( 11/, U1q l-Jr,( .1M ~ ~ lit[!~ Reglsler of Wills for Ihe o Deceased. CounlY of Cumberland Social Secllrlty No. 188-24-7097 Coullllonwenhh of Pennsylvnnin The pelilion of Ihe undersigned respeelfully represenls Ihnl: Your pelitionerls), who:t9l'nre 18 yenrs of n~e or older nn Ihe exeeUI orn in Ihe lasl will of Ihe above deeedenl, daled February II. nnd eodlcll(s) daled November 18. 1994 illlhe named ,19~ (,late: rclevunl c1rcllnulunccs, e.s. renunciation, LlC:luh of C\c..:Ulur. ('IC.) Deeendem was domiciled at denlh in Cumberland II er lasl family or principal residence al I Clifto ..5, CounlY, Pennsylvanln, with Te race a 1 013 "\ r ". v.-. (list lincel. number llnd mUllcipalil)'} Deeendem,lhen 89 years of age, died Mav 28 , 1995 nl 17 Clifton Terrnce. Cnrlinle. PA 17011 . Except as follows, deeedenl did not marry, wns nol divorced and did not have n child born or ndopled nfler execulion of Ihe will offered for probate; was nOllhe viclim of a killing and was never adjudiealed ineompetenl: Decendenl al dealh owned property with eSlimaled values as follows: (If domiciled in Pa.) All personal properlY (If nol domiciled in Pa.) Personal properlY in Pennsylvania (If nol domiciled in Pa.) Personal property in County Value of real eslale In Pennsylvania situated as follows: 17 Cl of ftnn Tprrnrp. Cnrl of Rl p PA $ $ $ $ 17011 100.000.00 100.000.00 WHEREFORE. pelllioner(s) respeclfully requesl(s) Ihe probale of Ihe lasl will and eodlcil(s) presented herewith and Ihe grant of letlers tes tamentary (tcslumc:nlnT)'i ndmlni~uutlon c.I.a.; udmlnlstriuion d.h.R.c.t.n.) theron. t alt.~~L '0'" ROY A. WALKER "'~ 19 2153 Douglas Drive _~ Cnrllnl.. PA 17011 .0. "'. 5Q i'l ~ in ~~~~ LOIS G. W. ER 2153 Douglan Drive ~nrliA1Pr PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The pelitioner(s) above. named swear(s) or affirm(s) Ihal the slatements in the foregoing petition are Irue and eorreel to Ihe best of the knowledge and belief of petitloner(s) and that as personal represen- talive(s) of the above deeedenl petltloner(s) will wellllnd truly admln ler Ihe eslate according 10 law. I ~ '" 00' " Q - ::: ~ ~ LEWIS Re/ilster /S - 3J-- /I No. 21 - 95 - 445 Estate of MABEL A. HILL , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 9. 19~. In eonslderallon of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED Ihal the Inslrument(s) dated February 11. 1987. and November 18. 1994. described therein be admitted to proba1e and filed of record as Ihe lasl will of Mabel A. Hill and Lellers Testamentarv are hereby granted to Roy A. Walker and Lois G. Walker '7!fnAr;-QJ{!,Q;'ed1 fJmOi; 1J.b', ReglSleror III. "1' MARY C. LEWIS FEES Probate, Letters. Etc. ......... $ Shan Certlfleates( 7) . . . . . . . . .. $ RCl\llnelst!on ................ $ X-t'ages $ 6.00 CODICIL 10.50 JCP TOTAL - $ 5 DD Filed ....... ~.U.~~. ~"" m.!!.... ..~J.~;~(l -. .' oil L r- . _ c...._ /_ PHONE ~~ pt..oPa-<-<- F fJttM>' ,L,-/&o '7'-' 6'.;56; t:7iJ 27D.00 21.00 Christopher C. Houston. Esouire (036502) ATTORNEY (Sup. CI. 1.0. No.) 4 North Hanov~r ~treet& CnrliRle. PA ADDRESS 17013 717 -2 43-4574 N t,,( - i5 .. _) 0.; f1 0\ ',J ~~.' : " J CO I .. ~ ., " a r.- .Ll u IV ~ ,~ i:: 0>0: .J!!::J a: UU Called attorney on 6-9-95. 21 - 95 - 445 .-.1 < . . . .' Testatrix above named, have hereunto subscribed my name IfM and affixed my seal, this day of February, in the year of our Lord, one thousand nine hundred and eighty-seven (A. D. 1987). ~.~ .tiP 4. l .~/ Mabel A. Hill (SEAL) (..~....Ii'p (/~~~ Mabel Hill (SEAL) Signed~ sealed, published and declared by the above named Mabel A. Hill, also known as Mabel Hill, as and for her Last Will and Testament, in the presence of us, who have hereunto aubacribed our names at her request as witnessea there- unto, in the preaence of said testatrix, and of each other. ;1~~~d- ~.. ;~.&~.y1/ CODICil. I, Mabel A. Hill, also known as A. Mabel Hill, of 17 Clifton Terrace, Carlisle, Pennsylvania, having made my last will and testament doted February II, 1987, do hereby make, publish and declare this to be 0 Codicil to my said last will and testament. ITEM ONE: I amend my will to delete Item Two thereof and to substitute therefor lhe following: "SECOND: I give, devise, and bequeath to my grandchildren Tracy Morgan, Kimberly Sokoloski, Roy A. Walker, Jr., and Pamela Herzog the sum of ~I,OOO each and to my grandson Joy Yamellthe sum of $350. ITEM TWO: I amend my will to delete Item Four thereof and to substitute therefor the following: "FOURTH: I do hereby make, constitute and appoint my daughter Lois G. Walker and her husband Roy A. Walker as executors, or the survivor as executor, to serve without bond." ITEM THREE: I hereby ratifY and confirm my said last will and testament in all other respects excepting insofar as any part thereof is revoked or modified by this Codicil, said will being incorporated herein for purposes of proof by subscribing witnesses. IN WITNESS WHEREOF,I have hereunto set my hand this 18th day of November, 1994. '-:n I .(' I. / /( ../...L '-L-/ Mabel A. Hill The preceding Codicil, consisting of two typewritten pages, was on the day and dote thereof signed, published and declared by Mabd A. Hill us a odiC~herrnsryll and testament, and we, in the presence of each other, hove subscribe~ ur m~ Os \~e~ses hereto. , ~\J.:J c_ ...~. c/. " COMMONWEALTII OF PENNSYLVANIA : ss COUNTY OF CUMBERLAND We John H. Broujos and Sherri L. Murphy, wilnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as a codicil to her last will; that she signed willingly and execuled it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the codicil as wilnesses; and that to the best of our knowledge, the Testatrix wllll~e time 18 or more years of age, of sound mind and under no constraint or d!i~flUence~..,) I ,\. ~ :.....,r.... ~ ""--- ( Sworn and subscribed to before me this 18th day of November, 1994. ~~~ Notary Public " NOTAPIM "r,'! I<ARDI F. DV[;;" ' ' BOROoFCAIlllSlr.cL,,: , /.!YCO"',l'~S'ONEXrmfsll:,KIi la.lU:i COMMONWEALTII OF PENNSYLVANIA . . ss COUNTY OF CUMBERLAND I, Mabel A. Hill, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed WId executed the instrument as my last will; that I signed it willingly; WId that I signed it as my free WId voluntary act for the purposes therein expressed. ~. 7...4"" .v ' L-""'/ I a, v Mabel A. Hill Sworn WId affirmed to and acknowledged before me this 18th day of November, 1994. ~, .J ,-7: +__ . Notary Public /) ~ NOTAl"'''' KARm F. DYEn, ' ' . "'r.~IC BOROOFCAI1l1S~r.' :,'NiDCOUmv /.!YeO"!!'",' ;'1 t ',,: ,; MAflClllB. 1995 -- o~ r:~,~:~ () t,i :'} u; ~,...- . 0(:- om" me: a: ,> , ". , ' N - .. ";=~ .5 . "'.1 'i . () -{~ l3\ ~ o::J I "~ ~..1 ~ 'J~ .,~ -.~ t= ~o ::I UU ,-; -:.1 '.i' ._~-"",- ........n~...~ . '''. ~.~.. .".....-'1\-....--~.--....... 21 - 95 - 445 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS ~"- codicil ~ . , (each) a 'sub~crlbing witness 10 Ihe will presenled herewith, (each) b:!l1g.du!Y qualined according 10 law, depose(s).Qnd_~~y(s) thot -,'~ present and saw ., ~ , - '/ . Ihe testa. , sign the sal11~ Ihal ,/.-- signed as a witness at Ihe requesl of test at in ~ pf ee . nil (In the presence of each olher) (in the presence of the other subscribing witneSS(es))./ Sworn 10 or afnrmed an<!;;ubseribed before me this ~ day of /' 19_ / /' (Name) Regisler (A~~ (Name) " ", (A ddress) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Chriatopher C. Houston and Sherri L. Murphy (each). a subscriber hereto. (each) being duly qualined according to law, depose(s) and say(s) that they are familiar with lhe slgnalure of Mabel A. Hill L'6lIWiI and tcstat rix of (one of the subscribing witnesses 10) the will presented hcrewith and u~d:...;) that they believes the slgnnture on the will is In the handwriting of testat rix believes the signature of the will presenled herewith and lhal they eedil:il and \lelleves the signature on the will is in the handwriting of Mabel A. Hill to the best of their knowledge and belief. ~..I /' /1 --L Sworn to or affirmed and subsuibed before ~t!!''l I M me this 8TH (Name) NE 4 North Hanover Street, Carlisle, PA 17013 ~~ I /". . i, ,'" (Address) , d I Ll'7' ^-J- (Name) Hanover Street, Carlisle, PA 17013 4 North (Address) -,,; O,!2 :t]g:,C ":"":'''' ,..t:~. gel :i f~ '.r:,~,~ ~,'~ ~'- ;'!y, : "'ii ":~~;1~ , <; E ~::I UO .',,: ..'~ L: tr ~J.' \"..' ..... '~r Qj- "0, ~Ji -~...,., '.::J.t>> 00) ma: a: C'\ <: CO, I, =i. '!5: ,i' ~"~:~:~'7-'~~\. ,:.:,..::i ~"><\~'-: - -. ~-"...~ --. ......L. ___ _~._ _~_~__ ____..__ __ _n_ _ __~'n _ _ ~..~ ~._ ._. .__ __ .-_....... ._.... _______ --,--- - - ---- D AA048158 COMMONWEALTH OF PENNSYLVANIA NO. DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .1V.1162 111"'''' ~'~i. ~ RECEIVED FROM: & ACN ASSESSMENT I!I CONTROL ... NUMBER AMOUNT HOUSTON CHRISTOPHER C 4 N HANOVER STREET 101 .1:5,:500.00 CARLISLE, PA 17013 , , i I , '010 HU' ~ I , I ~ 'OlD Hft' ESTATE INFORMATION, m FILE NUMBER EJ NAME OF DECEDENr (LAST) II DATE Of P m POSTMAR COUNTY 0/00/00 DATE OF D~ (FIRSTI (MI) SEAL ROY A WALKER C/O CHRISTOPHER C HOUSTON ESQ CHECK" 1001 m TOTAL AMOUNT PAID .>J: RECEIVED ';V/-iy, -"~,-1!IOo..-oo W REMARKS REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS -------------------------------------------~------ -;t ~ I , ..!h" I> " ! " r-""""'- . ~.- _---:-:-....~~. _ _ - -. r ~.. ; , .;- -. .--...... -. - . .... . 3L_______________________________________________~ _ ..;,~-_;,: ,; >_ ..;~..-:::.i~ 1..'':._''''_:' . -','" I1VictAA\(J82339,{,',,':'?MMOND::~~~;~::~:~:yLVAN'A. ' :,;~;,~'~;.....<;,!:,'O~'ICIAI;UCEIPT.'. .PENNSYLVANIA INHERIT~NCE AND ESTATE TAX ,. RECEIVED FROM, D ACN ASSESSMENT I!I CONTROL ... NUMBER AMOUNT HOUSTON CHRISTOPHER C 4 N HANOVER STREET .01 _Of;J./1 CARLISLE, PA 17013 , 'OIOH'" .: , , ESTATE INFORMATION, I!:I filE NUMBER (01 21-199::1-044::1 I!:I NAME Of DECEDENT IIASTI S,I HILL MABEL A II DATE Of PAYMENT m POSTMARK DA E COUNTY SBN IS8-24-7097 IfIRST) IMI) CUMBERLAND DATE Of DEATH REMARKS m TOTAL AMOUNT PAID .67:5.71 DO SEAL LOIS G WALKER C/O CHRISTOPHER CHECK* 30 C HOUSTON ESQ REGISTER OF WILLS ./ RECEIVED BY /1'/,://..-,/ ':.. /",<.~,;/.~. -/ 5lCiN""U.! / ' I .-.:.. /' ; ...., MARY C. LEWIS . I REGISTER OF WILLS . '.Jl l' ! j-----------------------------------------~~--~--~ . - \ --' f~ -~._--h.....~..J _ _,~ ~:. , . . RtV,ISOO fl. 1'.9'1 ~ ~ lIIl:':!:UI U",,, ~...U =~9 u:!Em :;; .~ :3ili "'0 ""z 8~ , . , 'JfOR DATlS Of DEATH AFTEA 12t31191 CHECKHEAE INHERITANCE TAX RETURN ~o~::~U~:tDITISCLAIMED 0 RESIDENT DECEDENT fiLE NUMBER . (TO BE FILED IN DUPLICATE 21-95-0445 WITH REGISTER OF WILLS) COUNrv COOL_ YEAR NUMBE~ OI(IO(N"S(OM'ltll AOOlfSS 19 Clifton Terrace Carl161e, PA 17013 Covnl Cumbe r land AMOUNt ..el....lD ISH .NSlllU(tIONSI o 2. Supplemental Relurn [J 40. Futur. Inlere.t Campramhe (for dale. of death after 12.12.82) oecedenl Died Te.lale 0 7. Decedent Maintained 0 living Trust (Attach copy of Willi IAttach copy of TrusI) RRU Cl;AND.CONFIDENnAUAX,INFO liON SHOULD.Jl ,DIRECTED,TO",... COM'UIE MAiliNG AOOIUS 4 North Hanover Street Carli61e. l'A 17013,. 1. Real eslale (Schedule AI 2. Stach and Bonds (Schedule BJ 3. Clo..ly Held Slock/Partne,.hlp Inler"t (Schedule C) 4. Mortgages and Nal.s Receivable ISchedul. 0) 5" Cosh, Bonk Deposits & Miscellaneous Personal Property (Schedule EI b. Jolnlly Owned Property ISchedule FI 7" Transfers (Schedule 0) (Schedule lJ 8. Tolal Gro.. A...ls (Iotallines 1.71 9. funeral Ellpenses, Administrative COSh, Milt.llaneous hpenses (Schf:dule H) 10. Oebll. Mortgage liabililies, liens (Schedule I) 11. Tolal Deductions (tolallines 9 & 101 12. Net Value of eslate lline 8 minus line 111 13. Charitable and Governmental Bequests ISchedule J) 14. Net Value Sub ect fa Tax (line 12 minus line 13) 15, Spousal Trande,. (for doles of dealh oft., 6.30.941 SOlI Inuructlons for Ar.plicoble Percentage on Reverso Sid.. (Indude volu.. rom Schedule K or Schedule M.) 16. Amounl of lIn. 1011 tallable a' 6% role (Include valu.. from Sch.dule K or Schedul. M.) 17. Amounl of line 14 lalloble at 15% role (Include valu.. from Sch.dule K or Sch.dule M.) IB, Prindpol'aK due (Add tall from line, IS. 16 and 17.1 19. Credi's Spousal Pover'y Credi' Prior Paj'menl' + 15.50u.00 20. If line 19 Is greo'er lhon line 18, .nl.r the dlfferenu on line 20. This is the OVERPAYMENT. aD ,. ~~ J COMMONWEAlTH Of PENNSYlYANIA ol'AUMfNT Of IlfV(NUf DE" 180001 ~IARRI~IURG. PA 11111.0001 O((IOlNI"l NAMEllAn, lIut, AND MIDOU .WHAt, H1Il. Mabel A. ~ z ~ co ... hl ~ SOCIAl ueUIII1Y NUMIU DATi Of OEAltt OAIl 0' 11'"t 11/24/05 [J 3, 05, -la, Remainder Relurn (lor da'e, of death prior 'a 12.13.821 Federol Es'a'e Tax Relurn Required Total Numb., of Sof. Deposi' BollOS 188-24-7097 5/28/95 -I.,'. ~l ".;.\.:::,. .. I" ",,,ttAlIII ,uh'W'H(i SfOlJUS ~""'l II"". "." "NO ..'otIil mlltA'l II) -LULJl_QQ..LQ..O 121 189,85',.19 13)___ 14) ( 5 ) _.......2...Jl.25_.J.!! 16) (7) " 317,749.57 []\. 04, [] 6, ALL Original Return limited Estole 191 34.519.71 (0 I NAME Christopher C. Houston, Esquire TllHHONE NUMIU 717 243-4574 (10) 38.21 z ~ ;:: :s '" t: ... .. u ~ '" z co ;:: .. ~ => ... '" co u ~ ~ 34,557.94 283,191.63 (II) (12) (131 (14) --..--.281. I q I 61 (15) (16) 283,19!.63 (17) Discoun, Interest + 815.79 )C._- x .06 IlII 16,991.50 )( .15 a (10) 16.991.50 (19) 16,315.79 (201 121) 675.71 121AI (210) 675.71 CheCk here if you are ,equesting 0 refund of your overpayment. 21. tlllne 18 Is greater than line 19, enter Ihe difference on line 21. This is Ihe TAX DUE. A, En'er the inlerest on the balance due on line 21A. B. En'er the total of line 21 and 2 I A on line 21 B. This is the BALANCE DUE. Molte Check Payable tal Regilt., of Willi, Agent i,,~:fiir.i'J5~.,' ';"'" EtSURE.TO,ANSWER'ALI;;QUESTlON5:0NlREVERSESIDE'A DJrO!llEC ECK'MATH:'.. ilI?.:ii~~.:,,;t."'i~..i.' Und.r penalli.. 01 perjury. I declare Ihal I hove ellomlned this return, Including accompanring IChedulos and stal.menh. and to ,he b..t of my knowledgo and beli.I, it is 'rue, correct and compl.le. I dedare Ihal 011 real edato has been reported at true market valuo. Oeclaration of p,eparer o,her than Ihe penonal repre"nlatiye is ba,.d on alllnformolion of which reporer has any ~n wledgo. !I NJ' UIII Of 'USON IU'ON~'llt ,1011/ lUNG 111UJlU ADolIUS OAIl ,...,;,.,'."!..",/" ,I; /j!,:2l53DoulaslJr. CarlislePA 17013 //;..'{ (I' 110 lI.t 01 r ~.u THU 'HA fE' t All 1 ADD' US DAIl , ,. . (,1 QrlL\.. f/ 4 N. Hanover St.. Carlisle, I'A 17013 .;'~, '/\ I JlfV,U02,fh 112-851 ~ COMMONW!AlTH O' PlNN5YLVANIA INHUITANC! T.... UTU.N .!IID!NT DECED!NT SCHEDULE A REAL ESTATE _ .n______~~_____..._ ------ ~---- ESTATE or ----.---- ------ F1LfNUMBER------,. - -. --- - Mabel A. Hill 21-9..5-044~ -- -- (P",porty lolnlly-ownod with RighI alSurvlvonhlp mual bo dlacloaod on Schodulo FI All roalu'olo ,hould bo roporlod 01 lair markol valuo which la dollnod aa Iho prlco 01 whl,h pro party would bo ..,hangod bolwun a willing buyor and a willing ,olio,. nolthor bolng campollod to bu or .IU, both having realonable knowlldgl of thl rellvant fact.. ITEM NUMBER 1. VALUE AT DATE OF DEATH DESCRIPTION -------.--- ._---..- .-~ Real Propety located at 19 Clifton Terrace, Carlislo, Cumbarland County, PA 118,000.00 .... \ l. TOTAL IAlso Inter on line 1, Recapitulation) (II ..."',. '''''!'~_~_!'~'''.{'Li"..rt.!'.~~:fi!jt'!"nl ."~...h n( '0"'. ,siz.~ .j: - - S 118!~l!_ ; ; .1~11OI1I.'U1J . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY CCMMONWUlfH 0' "NNS\'lVANIA INHIIITANC. TAX .nu'N .ISIDIN' D'CID'N' ESTATE OF Mabel A. Hill I PI.a.. PrInt or Ty . FILE NUMBER 21-95-0445 (All property Jolnlly..ewnod with tho Righi .f Survlvollhlp mu.1 bo dllClo.olI on Schedul. FJ ITEM NUMBER DESCRIPTION 1. 1984 Buick Skylark, VIN 1G4AB69X9EW504578 2. Personsl Propsrty Contents of Rsal Propsrty 3. Farmars Trust Checking Account No. 10-87045 4. Blus Cross Insurance Refund 5. Bon Ton Refund 6. TV Cable Refund " VALUE AT DATE OF DEATH 2,500.00 2,825.00 4,355.30 109.28 29.98 75.82 S 9,895.38 (A"ach addlllonal 8~'" )( II'" Ihe.,. If mo... .pac. II needed.) " ,; _Ivltll".l''', ~ SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONW(AtlH Of P(NNr.VIVANIA INHUlnANCl fA. R(TURN RUID(NI DfCfDINI_ Plea.e Print ar Type fEN SER 21-95-0445 ESTATE Of Mabel A. Hill ITEM NUMBER DESCRIPTION 1. A. Funeral Expen..., Ross Walker Funeral Home 2. Funeral Luncheon 1. B. Admlnl.tratlve Co.II, 2. 3. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. Personal Representative Commissions Social Security Number of Personal Repre.enlotl.e,(R) SSN of Personal Repreaentative: (L) Vear Comml..lon. paid 9795 Attorney Fee. - Broujos, Gilroy [, Houston, P.C. Family Exemption Claimant Addre.. of Claimant 01 decedent'. death Street Addre.. Cily Slate Relatlon.hlp Zip Code AMOUNT 6.958.60 155.26 6.000.00 6.000.DO 3,000.00 Probate Fee. - Regis ter of Wills Additional Probate Fees - Register of Wills Mlscellaneou. Expen.e.. Broujos. Gilroy [, Houston - Reimbursement for Advertising Exp. 105.48 312.50 70.00 Register of Wills - Filing of Final Account 95.00 Register of Wills - Filing of Inheritance Tax Return 15.00 Stonhedge Homeowners Association - Condo Fee 70.00 Farmers Trust Company - Guaranteed Signatures 10.00 PP['L - Electric Service 26.95 TV Cable of Carlisle 24.62 Stonehedge Homeowners Association - Condo Fee 70.00 TOTAL (AI.o enler on line 9, Recapitulation) S (II more .pace I. needed, In.ert addltlonallheeh 01 lame Ilze.) -- .~~..-._-.,..- - ----..;""''''"..... '~T"'-r .~ SCHEDULE H 99.00 20.62 49.91 70.00 19.97 20.00 35.00 172.00 41.92 70.00 19.67 65.48 26.38 19.49 30.91 13.42 354.29 142.34 .90 8,260.00 35.00 1,180.00 30.00 File No. 21-95-0445 Es~a~e of Mabsl A. Hill C. Miscellaneous Expenses (cont'd) 9. SMTMA - Sewer and Water 10. United of PA - Telephone 11. PP&L - Electric Service 12. Stone hedge Homeowners Association - Condo Fee 13. United of PA - Telephone 14. Travelers Insurance Co. - Homeowners Insurance 15. Linden Hall Antiques - Appraisal 16. Morrison's, Inc. - AC Repairs 17. PP&L - Electric Service 18. Stonehedge Homeowners Association - Condo Fee 19. United of PA - Telephone 20. Stonehedge Homeowners Association - Condo Fee calculated to date of settlement 21. PP&L - Electric Service 22. united of PA - Telephone 23. PP&L - Electric Service 24. United of PA - Telephone 25. Real Estate Taxes - Prorated to date of settlement 26. Commissions on sale of Alcoa Stock 27. SEC Fee - Sale of Alcoa Stock 28. Realtor's Commission on sale of real property 29. Duncan & Otto - Disbursement Fee at settlement 30. Commonwealth of PA - Transfer Tax 31. Deitch Bros. Pest Control - Termite Cert. 32. American Home Shield - Home Warranty for sale of real property 33. Boyer & Ritter - Tax Preparation Fees TOTAL - (Enter on line 9, Recapitulation) 330.00 500.00 I I ~ . ! 34,519.71 <. : 1l"1~12 fl. I' It, ,,~'J~'~~ .."iJi7;,..: SCHEDULE I I DEBTS OF DECEDENT, I MORTGAGE LIABLITIES AND LIENS J PI.a.o Print ar Typo ,-.-. '..-..... ,.. .. -. I FILE NUMBER .--_____________ L.21-95-0445 COMMONWIAUH 0' '!tlNUIYANIA INtlllllilNCI IAI .,lUIN IU;OfPH IUUtl{N' UTATE OF Mabel A. Hill ITEM NUMBER DESCRIPTION AMOUNT I. Culligan's - repairs 10.81 2. United of PA - telephone J. C. Penney 7.28 20.14 3. TOTAL (Also enler on line 10, Recapitulation) (IF mo,. 'pace js n..ded, insert adcJitional sh..t, 01 same size,) $ 38.23 : .: IlV,UIIU. U"I ~~ COMMONWU!fH 0' '''nd''.....,..I.. INHI.nANCI ,.... "'UIN IlSlOtNt OIC_I~INt SCHEDULE J BENEFICIARIES ESTATE OF Habel A. Hill ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequel": I. Tracey Morgan - 5208 Royal Dr., Mechanicsburg, PA 17055 2. Kimberly Sokoloski - 12 Gobin Dr., Carlisle, PA 17013 3. Pamela Hertzog - 3799 N. Claret Tr., LaPonte, IN 46350-0250 4. Roy A. Walker, Jr. - 3521 Thunderhill Dr., York, PA 17402 5. Jay Yarnell - 1015 Galey Ave., 0411, Westwood Village, Los Angeles, CA 90024 6. Lois G. Walker - 2153 Douglas Dr., Carlisle, PA 17013 7. Joan C. Yarnell - 3885 Brookwood Dr., 0107, Murraysville, PA 1566B ITEM NUMBER I. NAME AND ADDRESS OF BENEFICIARY B. Chariloble and Governmental Bequel": J FILE NUMBER 21-95-0445 RELATIONSHIP AMOUNT OR SHARE OF ESTATE granddaughter 1,000.00 granddnughter 1,000.00 granddaughter 1,000.00 grandson 1,000.00 grandson 350.00 daughter 1/2 of remainder of Estate daughter 1/2 of remainder of Estate TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI,o onlo, on IIno 13, Rocopllulollon) S (If more .pac. la n..d.d, Inllr' addltlonal.h...a of aam. aln) " AMOUNT OR SHARE OF ESTATE .. 1lIn~t ~iII nUD W2~tnm2nt I, MABEL A. HILL, also known as MABEL lULL, of the City of Lower Burrell, County of Westmoreland and Commonwealth of Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, in manner and form following, hereby revoking any will or willa heretofore made by me. FIRST: I direct that all my just debts and funeral expenses be fully paid and satisfied, as soon as conveniently may be, after my decease. SECOND: I give and bequeath the cash sum of One Thousand ($1,000.00) Dollars to each of my grandchildren living at my death. THIRD: All of the rest, residue and remainder of my eatate, whether real or personal, of whatsoever nature and wheresoever the same may be situate, I give, devise and bequeath, in equal shares, to my two daughters, namely, Joan C. Yarnel and Lois G. Walker, each per stirpes. FOURTH: I do hereby make, constitute and appoint my daughters, namely Joan C. Yarnel and Loia G. Walker, to be the Co-Executrices of this my Last Will and Testament, to serve without bond. IN WITNESS WHEREOF, I, Mabel A. Hill, also known as Mabel Hill, the Testatrix above named, have hereunto subscr ibed my name I 1M this _ and affixed my seal, dsy of February, 1n the year of our Lord, one thousand nine hundred and eighty-seven (A. D. 1987). ~...(,J. j) 4. ( .~/ (SEAL) Mabel A. lIill c.~.rA,IJ~~ Mabel lIill (SEAL) Signed, sealed, published and declared by the above named Mabel A. lIil1, also known as Msbel lIill, as and for her Last Will and Testament. in the preaence of us, who have hereunto subscribed our names at her request as witnesses there- unto, in the presence of said testatrix, and of each other. iJ-t-ffd- ;,- ~ /J?&~-rv . . ".", ~ . f,~i.... I I .... CODICIL I, Mabel A. Hill, also known as A. Mabel Hill, of 17 Clifton Terrace, Carlisle, Pennsylvania, having made my last will and testament dated FebruBIy II, 1987, do hereby make, publish and declare this 10 be a Codicil to my said last will and testament. ITEM ONE: I amend my will to delete Item Two thereof and to substitute therefor the following: "SECOND: I give, devise, and bequeath to my grandchildren Tracy Morgan, Kimberly Sokoloski, Roy A. Walker, Jr., and Pamela Herzog the sum of $1,000 each and to my grandson Jay Yarnell the sum of $350. ITEM TWO: I amend my will to delete Item Four thereof and to substitute therefor the following: "FOURTII: I do hereby make, constitute and appoint my daughter Lois G. Walker and her husband Roy A. Walker as executors, or the survivor as executor, to serve without bond." ITEM THREE: I hereby ratify and confirm my said last will and testament in all other respects excepting insofar as any pan thereof is revoked or modified by this Codicil, said will being incorporated herein for purposes of proof by subscribing witnesses. IN WITNESS WHEREOF, I have hereunto set my hand this 18th day of November, 1994. '/;11 .(' /'../ /( "./'..L'-t..-I' Mabel A. Hill The preceding Codicil, consisting of two Iypewrilten pages, was on the day and date thereof signed, published and declared by Mabel A. Hill as a odici ll? her~1I and testament, and we, in the presence of each other, have subscribe C/l as, ~.e e:sses hereto. _\J..:) c ......'c/. COMMONWEALrn OF PENNSYLVANIA . . S5 COUNTY OF CUMBERLAND We John H. Broujos and Sherri L. Murphy, witnesses whose names arc signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as a codicil to her last will; that she signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the codicil as witnesses; and that to the best of our knowledge, the Testatrix was~e time 18 or more years of age, of sound mind and under no constraint or, d!'innuence. '> \ C \. -J-.'~ 2- Sworn and subscribed 10 before me this 18th day of November, 1994. ~~ j;;~ Notary Public NOT~r:,'!-" KAAEI! F. nY[~~, " , BORO OFCAOlISLr. CL ,,' MY COM/J'!:S!ON EXf'I:.[S 1/:.1..ii "J, h:':; COMMONWEA'~rn OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, Mabel A. Hill, whose name is signed to the attached ins1rument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ _'/1 .r. ~~'u' ;0' ,<.J< ,~, //. Mabel A. Hill Sworn and affirmed to and acknowledged before me this 18th day of November, 1994. ,/ '~I -~~7 ~~ Notary Public /J ~. NO:~F" "', l<AR9lF.nY[ri~ I',' ....'I!:'..!C BORO OF C/J1L:s~r' :..,:' mo coumv mCO"!!'O, ': ,,": ':'~ 1.!AI1CII 18. 1995 A, H,U,D. SETTLEMENT STATEMENT B,LOAN TYPE:'6,375110 yr. ARM ',- "-- OUR FILE #: 95-236 LENDER: Columbln Natlonallnc, C.Thh torm. i. furniahed to give you A Btatomont of actual Gettloment cootD. Amounto poid to And by the aettl...nt Agent are ohown. Itemo m.arked P.O.C. were paid outoide c1001n9' D. NAME OF BORROWER: E, NAME OF SELLER: Frank R. Burrows, Jr. Eslalo 01 Mobol Hili Doris V. Burrows G, PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 19 CUlton Torrsce DUNCAN & OTTO. P.C, 30-0CT-95 Carl Isis, PA 1 IRVINE ROW CARLISLE, PA, 17013 J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100 oROS' AMOUNT DUB rROH BORROWBR '00 OROSS AMOUNT DUE TO SELLER 101 Cont.raot s.l.. prloe $116,000,00 .01 Cont.raet ..1.. pric. $116.000,00 102 paraanal property '02 Paraonal property 103 Slttl..ant Charq.. (Una 14001 5656.14 .02 10. Honthly f.. .. stan.hadg_ Ho..owner'. "..00. 4.52 '0' Honthly f.. .. "a..owner'. A..oo. 4,52 10' Adj,ut..nu It... prepaid by ...Uar I Adjult..nt. it... prepaid by ..llar. .0' Looal t.... to .11-Doo-95 40,90 100 Looal t..... to )1-D80-95 40.90 '00 ".......nt. 107 A.......nt. '0 .07 Sohool t.a... t.o JO-J'un'"'96 0,00 100 sohool t..... t.o JO"J'un-U 0.00 .00 10. '0. 120 GROSS DUE FROM BORROWER 123701.56 420 GROSS DUE TO SELLER 116045.42 200 AMOUNTS PAID BY OR rOR BORROWER SOO REDUCTIONS IN AMOUNT DUE TO ULLER 201 D.po.lt or Barn..t Hon.y 5000.00 '01 1.0... dapo.lt 202 H.W Hort9'9a Aaount. Columbia N.tlonal : 66000.00 .02 Sat.tlem.nt charq.. 9635,00 203 Exl.tlnC) loan. t.ken .ubjeot to '03 Ixi.t.inq loan. tak.n 20' SO, hyoff ... .0rtC)_q. 20' '0' p.yoff 2nd eort9.9'. 200 '00 207 S07 Adju.ta.nt. lor it... unDdd by .ell.r , SOl 210 Loo.l T.... '0 3Q"OCT-95 0.00 Adju.t.e.nt. for it... unp.id by S.ll.r 211 A.......nt. to 510 Looal ta... 30-0CT-95 0,00 212 School Tax.' to 30-0CT-95 395,19 SII A.......nt. to 215 512 School ta... to 3D-OCT-V5 395,19 216 .13 217 ... J 220 TOTAL PAID BY BORROWIR 73395.19 520 TOTAL REDUCTIONS SELLER 10230.19 i JOO CASH PROH/TO DORROWER .00 CASH TO/PROH SELLER 1 ------< JOI Ora.. ..aunt. due tro. borrow.r 123701,56 001 Ora.' ..ount to ..ller 116045,42 ! 302 L... ..ount. paid by/tor borrow.r 73395.19 602 R.ductlon' to ..11.r 10230,19 303 CASH FROM lTOl BORROWER: $50,306.37 603 CASH TO IFROMI SELLER: $107.615,23 I hAve carefully reviewed the BUD-l Settlement Statement and and boliof, it 1a a true and accurate otatomont of all race my account or on my behalf and I have received a copy of i __~ R. 13~. Frank R. Burrows, Jr. ~tI,L~1 Doris V. Burrows boat of my knowlodgo dia uroemento made on f m~:"i;'h_____ III ------------- o pAGE IIi HUD DISCLOSURE/SETTLEMENT STATEMENT PAID BY BORROWER "AID BY SELLER .-----. 700 TOTAL REALTOR'S COMMISSION 6260,001 701 Usling Agency: Jack Gaughen 4155.00 , 702 Sellin 0 Aeencv: Centurv-21 Breneman -_.. .---... --- - --.~.. -. 4105.00 703 Commission oald at settlement ---._--.. . --'--.-. ----, 000 ITEMS PAYABLE IN CONNECTION WITH LOAN 001 Loan Orlolnalion fee ..-.- -..- -""-- --, Columbia Nallonallnc, - -. -- 602 Loan Discount 1.250 Columbia National Inc. 605,00 -...---.--. ._-- ..~. 003 Appraisal Fea $500 - 250 POC Columbia National Inc. 250,00 -- 004 Credit Renort (55,00) Columbia Nallonellnc, 250,00 805 Lender's Inspection fee --- ---_._-- 808 Mortoaoe Insurance application fee 807 Assumption lee I 808 Tax Service Fee 100,00 ! 809 Flood Cert. Fee to Columbia National Inc. 25.00 I Overnloht Mall Charces: 12.00 I 900 ITEMS LENDER REQUIRES TO BE PAID IN ADVANCE ! 901 Inlerast 12 days at 12.040 per day) 30-0CT-95 31-0CT-95 24,08 I 902 Robert C. Calms, Tax Collector 95-98 School 1192.10 I 903 Hazard Insurance , 904 1 1000 RESERVES DEPOSITED WITH LENDER I Escrows collected: # mos. due: X $ oer mo,: 1 1001 Hazard Insurance 4 11.58 46.32 I 1002 Mortgage Insurance 0 0.00 0.00 I 1003 CourliVlLocal taxes 9 20.07 180,64 I 1004 School taxes 4 97.38 389.44 I 1005 Aggregate Adlustment -229.44 I -- 1100 TITLE CHARGES , 1101 Settlement or closing fee: I 1102 Abstract or title search: 1 1103 Title examination: , 1104 Title Insurance binder: I 1105 Document preparation: Columbia National Inc. 225.00 1106 Notarv lees: Cash 6.00 1107 AlIornev'e lees: Broulos. Gllrov & Houston P,O.C. (Includes above Item numbers): 1108 Titla Insurance: WILLIAM A. DUNCAN AGENT FOR FIDELITY NATIONAL TITLE 940,00 (Includes above Itam numbers):1101-1104 1109 Owner's coveraee $118,000.00 1110 Lender's coveraoe $68.000.00 1111 Disbursemenlfee 35.001 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES I ~ 1201 Deed 12.00 Mortgage 28.00 40.00 I 1202 Releasa Assignment 0.00 0.00 I 1202 CounlV/Localtronsler tax (1 %) 1180,00 -1 1203 Pa. State transfer lax (1 %1 I 1160.001 1300 ADDITIONAL SETTLEMENT CHARGES ---j 1301 Radon tesllng: 1302 Pesllnsoectlon: Deitch Brothers Pest Control 30:00) 1303 American Home Shield (home warranty) 330,00 I 1304 Stonehedoe Homeowners Assoc. Initiation fee 140.00 1 1400 TOTAL SETTLEMENT CHARGES: 56~6. 14 9035.001 (also entered an line 103 for Borrower; line 502 for Seller) ~ " 7-30-95 Worked lln the dala required lilr the meeting with Chri~ Illlu~tontIl1110rrllw. Calculated Ihe inlilmllllion required II~ llr the dllY MIlI11 died: Mutual Fund Values A~ of 5-26-95 Balanced 511.214.30 Avg 511,326.69 As of 5-30-95 5K,439.07 A~ of 5-26-95 Cirnwth&lne 14.1149,]3 Avg 14,843.03 A~ of 5-30-95 14,1136,7] A~ of 5-26-95 l'uritlll1 40.719.06 Avg 40,744.59 As of 5-30-95 40.770,00 As of 5-26-95 Sp Ciin Mile 9.929,116 Avg 9.949,90 As of 5-30-95 9.969,94 As of 5-26-95 81'l.imMatCil 10.060.26 Avg 10,070,511 As of 5-3-095 IO,ORO.90 As of 5-26-95 SpUSCiovMM 25.000.00 Avg 25,000 00 As of 5-30-95 25.000,00 Totul 1511,964,79 Alcoa Stock Value Close liS of 5-26-95 Close as of 5-30-95 46 3/4 46 5/11 Avg 46 11/16 46 1 1/16 (46.(1175) lime~ 560=26,145 Clll11l11i~silln =142.34 SEe Fee & I'llslllge= ,l)() EE SavioRs Bonds 8X500 bond~, issued 7-11I-K9. eash in value in May 1995=346.110 elll:h IIX346.1I0=2774.40 .. . "A CUT ABOVE TH E REST" fP"NIlEI/'r AUTO SALES, INC. (p/8 /:; <C" -, --' r.JI . ')0\'1 "1-'-o,.~ Cve..1 ke.R- Th F- {:Jf)f'J<?CllS;:;.o UJ~,..)I"i ~tA lz.- V,I.4Lv~ 06 r784 13L\lc..lc '5k\/~i..K V'I') IJ ,,?f-/A6C./tX'1r=wr:::e>t578 (}1tiL~i:. '7,530 f'~ ~ 500 J --rf;tJ/I- \/0 u~ "/ I .: - ~(,u... /~/._L/- .~~'..... ) . jC,hl\...) Dl.ull\.. ..... r) ,...., f.. 1.14,: ... C t"" (...;HH.q". (. ,..jfi -.;.5 rlt_u'lt<; I, , CARS. rRUCKS VANS.... <4. BUY' SELL' mADE WE tiAVE II AI JUST CAI -rrr 103 BRIDGE STREET . NEW I !.... "00.10' ",n I 701 E. LOCUST STREET . MECH . ::r:r RT. August 17, 1995 . KITCHEN Microwave oven Tablel2 chairs. Pots! pans Small appliances Flatware, etc. Bakeware Everyday dlshesl glasses Misc. kitchen Items $ 30.00 25.00 15.00 20.00 5.00 10.00 5.00 10.00 DINING ROOM 650.00 25.00 25.00 15.00 20.00 Table, 5 chairs, Corner cupboard. Server Antique dishes . Flatware Mirror Glassware LIVING ROOM Breakfront Figurines Knick Knacks Antique dishes Mirror Large print Coffee tablel 2 end tables Sofa Lazy Boy chair Upholstered chair Upholstered swivel rocker Pair Lamps T.V. Wall hangings Aluminum ware SlIverplate, misc. FOYER Wall table Mirror Chair 4 pc.' s Cut glass( as-Is) 325.00 40.00 15.00 35.00 40.00 25.00 115.00 50.00 90.00 15.00 40.00 30.00 75.00 15.00 15.00 20.00 65.00 30.00 15.00 60.00 . '. BED ROOM Twin beds, bedding, dresser, chest, night stand Desk T.V., old Pictures, Wall Hangings Lamps BEDROOM Double bed, bedding, dresser, night stand Lamps Desk/Bookcase combination Misc. household $ 350.00 25.00 10.00 15.00 10.00 250.00 10.00 45.00 5.00 PATIO Iron patio set 110.00 GARAGE Dresser (stained top) NOTE - Appliances stay with house 15.00 TOTAL: $2825.00 William G. Rowe FARMERS II TRUST June 21, 1995 Broujos, Gilroy & Houston 4 N. Hanover Street Carlisle, PA 17013 Re: Estate of Mabel A. Hi II SSN: 188-24-7097 Checkine account 1/10-87045 was orieinai Iy opened 04/30/91. account is titied in Mabei A. Hill's name alone. The balance 05/28/95 was $4,351.55 plus accrued interest of $3.75 for a of $4,355.30. The account is a NOW account and was earnine interest at the time of her death. The as of total 2, lOll; Date of Death: May 28, 1995 Dear Mr. Houston: 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 submittine the foilowine information in duplicate. We sueeest that you fiie on~ of these lelters attached to the Pennsyivania Inventory forms (RCC) to substantiate the balance you report. Note that we have shown the correct reeistration for each account. Al so, interes t accrued to the da te of dea th, if any, is 11 sted as a separate fieure. We also have record of a safe deposit box in the decedent's name alone, box "236 at the Stonehedee office. Sincerely, o(d~ ~ Laura Roth Customer Service One West High Street P.O. Box 220 Carlisle, Pennsylvania 17013 (717)243-3212 ...... -.. ..-....~.. -. . - 1!::..fL__________ ____________ --- --- --- ---- .----------- --' g" 'No.~A082540 COMMONWEALTH OF PENNSYLVANIA ",.,.' ,"., , . . DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~~J~9 ~ -;.~IWrx""'1 RECEIVED FROM: f3 ACN ASSESSMENT P;'I CONTROL ... NUMBER AMOUNT HOUSTON CHRISTOPHER C 4 N HANOVER STREET 101 _<lbO.CO CARLISLE, PA 17013 'OtDHIII i ESTATE INFORMATION, E'I FilE NUMBER H 21-1995-0445 E1 NAME OF DECEDENT (lAST) II DATE OF PAYMENT m POSTMAR COUNTY SSN 188-24-7097 (FIRST) (Mil DATE OF DEATH REMARKS ra TOTAL AMOUNT PAID .3bO. 00 IIIIZ RECEIVED BY'" )/rl'/I Ct,', .' ,',) )/,,/ ' :j., ,I SIGNA]" E ' , f MARY C. LE~IS,611'rI,o.l11 ,:j' REGISTER OF WILLS SEAL LOIS G WALKER C/O CHRISTOPHER C HOUSTON ESQ CHECK" 31 REGISTER OF WILLS ,'.1 '- -- ----"------ - - -------:;-""'":""--------'---- -- - -~-- -- -'-""--:-.- ... , . . '---- . -;-:._..__.;-,......~..A.II _ __ _.-~. -1.: ._ .J REV-.547 EX AFP 112"951* to......OHWUllll or PENNSYLVANIA OEPAA'"EHl OF R[YENU[ _ BUREAU Df IHDIVIDUAl IAXES DEPr. za06a1 HARRUBURO, PA 17UII-0601 /5-3.5-11 ACN 101 NOTICE OF INHERITANCE TAX APPRAISE HE NT , ALLOWAHCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX C/o v...( '! DATE 03-11-96 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 ESTATE 0 FILE NO. DATE OF DEATH 05"28-95 COUNTY CUMBERLAND NOTEI TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTIOH OF THIS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAKE CItECK PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: CHRISTOPHER 4 N HANOVER CARLISLE C HOUSTON ESe ST PA 17013 ESTATE OF HILL RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l eatat. (Schedule AJ III 2. stocks and Bondi (Schedule 8) (2) 3. Clo..1~ Hald stock/Partnership tntar..t (Schedule C) (3) 4. Hortg.a../Hot.. Receivable (Schedule DJ 14) S. C..h/Bank Deposita/Hilc. Parlonal Property (Schedule EJ IS) 6. Jointly Ownad Property (Schedule f) (6) 7. Transfar. (Schedule OJ (7) 8. Total A...h APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funaral E)Cpan.../Adll. Coatl/Hhe. E)Cpan... (Schedule HI CfJ) 10. Debts/Hortgage Liabiliti../Llana (Schedule II (10) 11. Total Daduction. 12. Nat Value of TaK Return 15. Charltable/Governnental Baqua.t. (Schedule JJ 14. Net Valua of E.tate Subject to reK NOTE: IlS) 11&) 1171 TAX CREDITS: PAYHENT DATE 08-23-95 11"21-95 01-24-96 RECEIPT NUHBER AA048158 AA082339 AA082540 DISCOUNT (.) INTEREST I-I 815.79 .00 .00 HOUSE Allount Rellltted 118,000.00 189 .854 .19 .00 .00 9.895.38 .no .00 IB) 28,519.71 38.23 (11) (12) 1131 1141 .00 289,191. 63 .00 X . DO. X .06. X .15. llB) CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:isr.TEX"Aj:i,--mr:ij!;"j"iiiificE--OF-YliHEifiTANCE"TAiC-A'PPRA'isEHEii'r;"AL'LOWANCE"oli"-m-m-mm- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MABEL A FILE NO. 21 95-0445 ACN 101 TAX RETURN WAS, ) ACCEPTED AS FILED I X) CHANGED SEE If an aBseBsment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Allaunt of Line 14 .t Spou.al rat. 16. Allaunt of Line 14 taxabl. at Line.1/Cla.. A rata 17. Allount of Lina 14 taKabl. et Collateral/Cl... Brat. 18. Principal Tax Du. AHOUNT PAID 15,500.00 675.71 360.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE DATE ATTACHED 03-11-96 NOTICE 317,749.57 :>R.~~7 q4 289,191.63 .00 289,191.63 .00 17.351.50 .00 17,351.50 17,351.50 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN f1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOn" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ... . -, RESERVATIONI e...t.. of decedent. dying on D~ before D'c'~.r 12, 19'2 .. If ~y future lnl.r..t In the ,,'at. I, tr~.f.rr.d In pa.....lon or enJaw-ent to Cl.., . leall,'.r.l) beneflcl.rl.. 0' thl dlCldlnt .,t.r the ..plr.tlan of any ....t. 'or 11'. or 'or y..r., thl C~onwe.lth hlr.by ..pr..,ly r...rv.. thl right to ,ppr,.,. and ...... trln,'.r Inherltancl T.... at t~ 1.w'ul Cia.. I Ceol1,',r.l) rat. on env luch future I"'.r..t. P\lIlPOS.OF HaTJCEr To fulfill the ,.qulr...nta 0' Sactlon IUD of the Inh,rltance W1d Elt,t_ Ta. Act, Act Z2 of '991. 7Z P.S. Section 2140. PAYttEHTI Detlch thl top portion of thl, Notlcl end ,ubalt with your pIy'.nt to thl Rlal.t.r of Will, prlntld on thl rav.r.. ,Ida. --Keka chick or ltOMy ordtir p'vahl, tal REGISTER OF MILLS, AGENT All p.~t. racalYed ahlll flrat ba ,pplled to any Int.r..t which .ay b8 dua with any re..lnder appll.d to the tlX. RfflMD CCAh A r.fLnd of a tax cr.dit, which w.. not rltqUe.t.d on the lex R.turn, .ay b. r.quut.d by coltpleUng an "'Application for R.fund of Penn.ylvanl. Inherltanc. end E.t.t. Tlx" CREY.ISIS). Appllc.tlon. .r. .vallebll .t the Offlc. of the RIgI.t.r of Will., any of the IS Aev.nu. Ol.trlct Dfflce., or by calling the .peclal 14-hour an.werlng .ervlca nuaber. for 'or.. ordering I In Plnn.ylvanla l-aaa.S61-1050, out.ld. p.nn.ylvanl. and within local H.rrllburg It.. (717) 787-8094, TOO. (717) 772.2152 CH..rlng t~llr.d Only). DBJECTIONSI Any plrty In Int.r'lt not .atl.fl.d with the appral'..ent, allowanc. or dl.allowanc. of d.ductlonl, or ......eent of tlX (Including dl.count or Int.r..t) .. shown on thl. Notlc. au.t obJ.ct within .Ixty (60) d'YI of rec.lpt of thll Hotlce byr ADMIN ISTAATlYE CORRECTIONS I --written prot..t to the Pi D.part.ent 0' R'v,nu., lo.rd of APP...., D.pt. zaIDI1, Harrllburg, PA 171la.IDZl, OR ....I.ctlon to have the .attar d.t.ralnld .t ludlt of the .ccount of thl parlon.1 rIPr...nt.ttv., OR ....app..l to the Orphan.' Court. DISCDUHTr F.atual .rror. dl.cov.r.d on this ......a.nt .hould b. .ddr....d In writing tal PA D.part..nt of R'Vlnu., Bureeu of Indlvldu.1 Tax.., ATTNI Po.t A......ent R.vl.w unit, D.pt. 280601, H.rrl.burg, PA 171"-0601 Phone el17) 7"-6505. S.. page) of the bookl.t "'tn.truetlon. for Inh.rltanc. Tlx R.turn for. A..ld.nt O.c.dent" (REY-1501) for an .xplanatlon of .delnl.tratlv.IY corr.ctabl, Irror.. If any tax due 1. paid within thrll es) c,llndar .onthl .ft.r thl dlc.d.nt'. d..th, . flvl plrcent C5~1 dllcount of the t.x paid I. allow.d. INTEAEST. Int.r..t I. ch.rg.d bIg Inning with flr.t dlY of dlllnqulncy, Dr nln. (91 .onth. and on. (1) day fro. thl d.t. of daath, to the date of plw-ent. Tax.. which bee... d,llnquent blfor. JlnUlry I, 1982 ba.r Intlrl.t at tha r.t. of six (6~) percent p.r annua calculat.d It . dallv r.ta of .000164. All t.... which b.ca.. dlllnquent on and .ftlr January 1, 1912 will b.ar Int.r..t at a r.t. which will v.ry frol cII.ndar v..r to Clllndlr y..r with that ratl announced by tha PA Dlpart..nt of R.v.nue. Th. appllcabl. Int.r..t r.t.. for 19.2 through 1996 .rll ~ Int.,..t Aat. nelly Intar..t factor ~ Int.r..t Rat. Dally Intar..t factor 1912 ZOX .000541 1981 .X .000247 1915 lOX .0004)1 1'11-1"1 m .000501 1914 IU .000101 1992 .~ .000247 1915 1:s~ .000S56 199]-199" 7X .00019Z 1'16 1O~ .00az7. 1995-1996 .~ .000247 ulntara.t I. c.lculatad a. fallow'l INTEREBT . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR nAn~ Nottce luuad Ift.r the hx blCo.., dallnqu.nt will reflact an Int.rut ulcul8t1on to flft.an CIS) dau ba~ond tha data 0' the .......ent. l' p.y.ant I. 'lda a'tar the Int.ra.t co.put.tlon dlt. .hown on tha Hotle., ,",cUtlona1 Intarut MI.t be calculatad. .ly.mD..I....f1 . Cl'MMONWEAITH OF PENNSYlVANIA OEPARTMENT OF REVENUE BUREAU 01 INDIVIDUAL TAXIS DEPT, 2B0601 . HARRISBURG,IA 17128.0601 DECEDENT'S NAME INHERITANCE TAX EXPLANATION OF CHANGES FilE NUMBER ACN SCHEDULE ITEM NO. EXPLANATION OF CHANGES II B-1 Per . letter dated. January _ 23,. 1996, personal r"preal!ntatlve 'a cOllUllbaLona. or" reduced to $6,000. -<. . -- -.-----~--.__..-- .'. -....-.._ ..--... -, "_ .._~ _ "._ +.u.. < ._.__ ._'.' ..._.__ __.__._ . __.__. _~ .. ..~ _.'_._.~. _..__4~__.._.____._. ...__ .__.. __~.. . ~~.~_,_~.<__"'..__.___ ~.....~ _~__ ,... _. ,-. - -...-..-----_~.~__ __.. '_~'~_" _... .... .. ..~_..__._." _', W'~_ ~_ _. .~_." ~ _,__~.._~~~.___.~.~_~_._...____.__..~__~___._ >'_ _, 0 _ ~..._~~"_.,.__.____.. _.-~.___.___._ '_~"_'__ "~~_...._,.. ".,.__-'-_~_.______._~._____~_~___.____.... _ ~__ .-.----~_.".-.- ~ .._..,._._~---+~._-..~._~." ~. _.._~--,,--._._.--'..._..~.~...~-~~---~.__._-~ -- ..-.-..,- .-----..--~..~~ ._'-".--"~ ..,,~ _~'''_~_____~_w_'___r__'~ _"'-"___ _,",_, ~.___'''~ ~__,.,~,. . ""_.__~.__.._'___.w__.~_.. ._,._.,._.........~..+.....~._..__.~_-'__~._____________.. _. __ ._, -- --- --"--..""--._ -, __c_.._~ '..- ...... ._~._ '-"_'__'. _._._'"....__.~~ ~_, _..~ _..__...., <._"_ _'_"''''~... >c.... _ " ~~..._~ __.'_ ___ .~."...,_ __.__._..,__.~__.... _ _ .__....~__ __ _.._ _ _ -'" . ,. ".~ - -.--- -_. ---,.. .. ~ -.. ^- ...., ~ ,., - ---~- -.. .--,-._., ....--- ~- <.. -'._._.~ _.._.~..... '~--.."" --"'. ~.._- _.. - - - - - TAX EXAMINER, 'lord" ~1I~n PAGE ,'. ',~(~?,::'n~~r:":'" :)'r~;:. ' 1.; "".' RecortJed.Offion of Rogisl~~pfWill8. . .' ~" " , '.',,1 '.' ~' hiD,'.! IN REI ESTATE OF MABEL A. HILL, Deceased I IN THE COURT OF COMMON PLEAS OF I CUMBERLAND COUNTY, PENNSYLVANIA I I ORPHANS' COURT DIVISION . . NO. 21-95-0445 FIRST AND FINAL ACCOUNT AND PROPOSED DISTRIBUTION OF Roy A. Walker and Lois G. Walker, Executors for ESTATE OF Mabel A. Hill, Deceased Purpose of Account I Executors, offer this the transactions that May 28, 1995 June 9, 1995 June 19, 1995 May 2B, 1996 to April 3D, 1996 Roy A. Walker and Lois G. Walker, co- account to acquaint interested parties with have occurred during their administration. Date of Deathl Date of Executors' Appointment Date of First Advertising Accounting for the Period I The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed withl Roy A. Walker and Lois G. Walker 2153 Douglas Drive Carlisle, PA 17013 717 - 243-1648 or Christopher c. Houston, Esquire Broujos, Gilroy & Houston, P.C. 4 North Hanover Street Carlisle, PA 17013 717 - 243-4574 Page Current value Fiduciary J\cquisition Value SUMMARY OF ACCOUNT Proposed Distribution to Beneficiaries Principal Receipts Net Gain (or Loss) on Sales or Other Disposition TOTAL Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand Income Receipts 9 Less Disbursements Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand '. 2 3 4 10,293.04 $317,909.56 ($ 8.682.41) $309,227.15 6 6 6 $ 38.23 7,113.86 27,607.55 274,467.51 268,175.00 6,292.51 B $ 4,000.53 0.00 4,ODO.53 O.OD 4rOOO.53 $ 10,293.04 1 I. I I . PROPOSED DIS~RIBUTION ~O BENEFICIARIES Current Value 4/30/96 or as noted Per Article FOURTH of Will: TO: Joan C. Yarnel $ 5,146.52 Per Article Fourth of Will: TO: Lois G. Walker . $ 5,146.52 2 . &"';"';'M~!i.:fi::~_~:J~.;~.:.~f~'t~;;t':!=.r_>__\~, ..~ .'.;._,:-._ _,:~.:-:...-". ~ ~..- .~'--"- . . .:-~~:. .,.- /.:,;,-.:;.;.:.-:..~.. RECBIPTS OF PRINCIPAL Fiduciary Acquisition Value Cash: Farmsrs Trust Checking Account No. 10-87045 $ 4,355.30 Tangibls Personal Property: Household Contents 1984 Buick Skylark Blue Cross Insurance Refund Bon Ton Refund TV Cable Refund $ 2,825.00 2,500.00 109.28 29.98 75.82 5,540.08 Stocks and Bonds: Fidelity Balance Fund - Account No. 0378503825 Fidelity Growth and Income Account No. 0378503775 Fidelity Puritan Fund Account No. 0378503817 Fidelity Spartan Ginnie Mae Fund Account No. 0378503791 Fidelity Spartan Ltd. Government Fund Account No. 0378503809 Fidelity Spartan U.S. Government Money Market Fund Account No. 0378503783 560 Shares of Alcoa Stock Series EE Savings Bonds Series H Savings Bonds The Travelers, Refund on Auto Policy Travelers Insurance, Rebate on Home- owners Insurance Rowe Brothers Auction $ 58,326.69 14,843.03 40,744.59 9,949.90 10,070.58 25,000.00 26,145.00 2,774.40 2,00D.00 3.99 91.00 65.00 $190,014.18 Realty: Residence - 17 Clifton Terrace, Carlisle, PA $118,000.00 $317,909.56 TOTAL INVENTORY 3 ...'" .- . -',. ' "" .~t!.Y.~;o_~~ilfAlU'i..~'~'..l;";'~:-~.. !-,";"'" '\"-;\-"'-~~"'~'f";;.I.'Li"":-;:"";;;A,"-?;iF':" .:,\:"...".;.:,.',,~...~,'-.J,.l.,.;_:.,'''';'-j._~;t,-r-_,'....~_~,._:'i'4?,_,F.-;.,t., -;::;..;.~:,If..,,,jri,,.IO.,.,',':f,~..:.-,: t.,;, 1IPJI:~.IP.'t~f;.};.:t~.~~:'.":_1':~.;'!''':lt~~~t':-:::ti':''Y''~V*'!17-!:t-VfP~c!:~;..;.)!)(r'.rl!(~f!~"',j~~.:.:~ ,t'.:T re"!....",',..'";:' ,','.- ':-'}.,: ',,"" _ 'Y'.. '. .. ...." "." ,,~h. _" r ,...TI"'i;t' ,'" .... , ", NBT GAIN (OR LOSS) ON SALES OR OTHER DISPOSITIONS Gain Loss 6/13/95 Liquidation of Farmers Trust Checking Account No. 10-87045 Net Proceeds $ 4,295.25 Fiduciary Acquisition Value 4.355.30* 60.05 *($4,355.30 is shown as the DOD balance in the account as per records of Farmers Trust Co. There were pre-death uncleared disbursements from the chscking account in the amount of $60.05. ) 6/21/95 4,495.313 shs. Fidelity Balanced Net Proceeds $ 58,484.02 Fiduciary Acquisition Value 58.326.69 157.33 6/21/95 630.01 shs. Fidelity Growth & Income Fund Net Proceeds $ 15,277.74 Fiduciary Acquisition Value 14.843.03 434.71 6/21/95 2,552.919 shs. Fidelity Puritan Net Proceeds $ 41,076.47 Fiduciary Acquisition Value 40.744.59 331. 88 6/21/95 1,005.765 shs. Fidelity Spartan Ginni Mae Exchange Fund Net Proceeds $ 10,042.59 Fiduciary Acquisition Value 9.949.90 92.69 4 1,035.279 shs. Fidelity Spartan Ltd. Maturity Government Fund Net Proceeds $ 10,161.44 Fiduciary Acquisition Value 10.070.58 25,073.1B shs. Fidelity Money Market Fund Net Proceeds $ 25,073.18 Fiduciary Acquisition Value 25.000.00 10/30/95 Real Property at 17 Clifton Terrace, Carlisle, PA 6/21/95 6/21/95 Gain Loss 90.86 73.18 Net Proceeds $107,B15.23* Fiduciary Acquisition Value l18.0DO.OO *(Net proceeds after deducting costs of sale) 6/26/96 $10,184.77 560 shs. Aluminum Co. of American Net Proceeds $ 26,526.76 Fiduciary Acquisition Value 26.145.00 381. 76 Total Gains and Losses Less Loss Net Gain or (Loss) $ 1,562.41 $10,244.82 $10.244.82 ($ 8,682.41) 5 9/25/95 Stonehedge Homeowners Assoc., Condo Fee $ 70.00 9/25/95 PP&L, Electric Service 26.38 10/10/95 United of PA, Phone Service 19.49 11/11/95 PP&L, Electric Service 30.91 11/11/95 United of PA, Phone Service 13.42 11/20/95 Register of Wills - Agent, Inheritance Tax 675.71 1/23/96 Register of wills - Agent, Inheritance Tax 360.00 Reserve for Payment of Accounting Fees 500.00 Reserve for Reimbursement to Broujos, Gilroy & Houston The Sentinel - Adv. $64.48 CLJ - Adv. 40.00 Add'l Probate Fee 70.00 174.48 Reserve for Filing Final Accounting 105.00 Reserve for Attorney's Fees 3,000.00 Reserve for Executors' Conunission 6.000.00 $27,607.55 TOTAL $34,759.64 7 .-.,-":"", DIS~RIBUTIONS OF PRINCIPAL ~O BENEFICIARIES To: Joan C. Yarnel and Lois G. Walker, in partial satisfaction of gift under Article FOURTH of Will - Household Contents $ 2,825.00 To: Tracey Morgan, in satisfaction of gift under Article SECOND of Will 9/5/95 $ 1,000.00 To: Kimberly Sokoloski, in satisfaction of gift under Article SECOND of Will 9/5/95 1,000.00 To: Roy A. Walker, Jr., in satisfaction of gift under Article SECOND of will 9/5/95 1,000.00 To: Pamela Hertzog, in satisfaction of gift under Article SECOND of Will 9/5/95 1,000.00 To: Jay Yarnel, in satisfaction of gift under Article SECOND of will 9/5/95 350.00 To: Joan C. Yarnel, in partial satisfaction of gift under Article FOURTH of Will 9/5/95 78,500.00 To: Lois G. Walker, in partial satisfaction of gift under Article FOURTH in Will 9/5/95 78,500.00 To: Joan C. Yarnel, in partial satisfaction of gift under Article FOURTH of Will 11/16/95 52,000.00 To: Lois G. Walker, in partial satisfaction of gift under Article FOURTH of Will 11/16/95 52,000.OD Total Distributions of Principal to Beneficiaries $268,175.00 8 , . ,,'~ RECEIPTS OF INCOME Dividends I Fidelity Spartan Ltd. Maturity Government Fund 5/31/95 Fidelity Spartan Ginni Mae Fund 5/31/95 $ 49.65 56.21 Fidelity Money Market Fund 5/31/95 121.45 Alcoa 5/31/95 126.00 Fidelity Balanced Fund 6/19/95 674.30 Fidelity Growth & Income Fund 6/28/95 318.29 Fidelity Puritan Fund 6/28/95 34.66 Fidelity Spartan Money Market Fund 8/23/95 9/1/95 $ 1,135.42 757.84 1.B93.26 $3,273.82 Interest: Fidelity Money Market 9/1/95 12/31/95 4/1/96 4/30/96 $ 96.87 414.32 188.35 27.17 $ 726.71 $4,000.53 Total 9 ROY A. WALKER and LOIS G. WALKER, Executors under the Last Will and Testament of MABEL A. HILL, deceased, hereby declare under oath (penalty of perjury) that they have fully and faithfully discharged the duties of their office1 that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period1 that all known claims against the estate have been paid in ful11 that, to 'their knowledge, there are no claims now outstanding aga nst the Estate1 and that all taxes presently d rom th estate ave been paid. Subscribed and before me this of /he... y ~o.. ,d-'rd7~ Notary publ c sworn to 10oH, day , 1996. Nolnrlol Soal Karon F. Byars, NOlary Publlo Carll,lo Boro, Cumberland County My CommissIon Expiros March 18,1999 ROY . WALKER Executor (~;,,; ~ckt:/;.-v LO S G. W KER Executor 10 REGISTER 01' WIUS Cumbcrland County Courlhouse Onc Courthouse Squarc Carlisle, PA 17013 .- JRD/June 30, 1992/17858 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To; Personal Representative Counsel: CHRIS1'UI'Ht;K l:. HUU~'I'UN, t;~u., RE: Estale of MABEL A. HILL ,Deceased, Late of SOUTH MIDDLETON TWP Estate No.: 21-1995- 04 4 5 Date of Decedenl's Dealh: MAY 28, 1995 Pursuant to Rule 6.12, the above named personal representative or the above na!"ed anomey, if applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is completed, is required to file with the Register of Wills a Slatus Report as required by Rule 6.12, In substantially the prescribed form, showing the date by which the personal representative, or anorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice Is to advise you that unless the requisite Status Report is filed with the Regisler of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detennine whelher sanctions should be Imposed upon the delinquent personal representative and the delinquent personal representative's counsel, If any. Accordingly, If the requisite Status Report Is not filed by JULY 11 ,19...2.7 you are hereby advised that a request wUl be submined to the Court in accor\d~ce with Rule 6.12. \\ _ Date: JUNE 24, 1997 Q}.l (J\-I'.l..il_I.1. .\t i I/.m. 0 Ul1L~f- Deputy eglster of Wills Distribution to Estate File STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mabel A. lIill Date of Death: 5/28/95 Will No. 21-1995-0445 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 X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest7 Yes No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounLs may be filed with the Cerk of the Orphans' Court and may be a' /;,ed to this report. Date: 6/27/98 ,- ) (.J 'D 1..01 Christopher C.Houston, Esquire Name (Please type or print) 52 West Pomfret Street, Carlisle, PA 17013 Address C:"1 ,_.~ N I --, ;..:... ._~ ( 717) 241-5970 Tel. No. \.' .: 0':::1.'- "- p\ ';J ..~ _".. ::l 00 Capacity: Personal Representative Counsel for personal representative X (MAH: rmf/ AM3)