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HomeMy WebLinkAbout95-00450 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMlllmLANIl } ss n i, :. '.,;i '(1" JU,l -9:0 :Ll The petitloner(s) above.named swear(s) or arnrm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above deeedenl petltloner(s) will well and truly administer the estate according to law. ell. CUIlI! /.. . rt PA Sworn to or aflj(med and before me his I - ~ '1l" - ~ Q Vi Y C. LEWIS Register No. ?1 _ q~ - 4~n Estate of Mabel L. Cressler , Deceased GRANT OF LETTERS OF ADMINISTRATION AND NOW JUNE 27, 19~, in consideration of Ihe petition on the reverse side hereof, satisfactory proof having been prcsented before me, IT IS DECREED Ihat Jef frev T. Cressler Is/are entitled 10 Lellers of Adminlstrlllion, and in accord wilh such finding, Lellers of Administration are hereby granted 10 Jeffrev T. Cressler In the estate of Mabel L. CreBsler -at 'if (! f" ''''' &,. (hnr. 'fit RCI(sll:r or Wills (J MARY C. LEWIS FEES Lellers of Administration ..... Short Certlficates( 1) . ... . . . . .. Renunciation ................ JCP 70.00 3.00 5.00 5.00 83.00 199.5- Jerry A. WeiRle, Esquire - 001624 ATIORNEY tSu~. Ct. t.D. No.) ~~RK, WEIGLE AND PERKINS 126 East KinR Street ADDRESS Shi~~ensbur~8 PA 17257 (71 532-7 8 l'II0NE $ $ $ $ TOTAL _ $ Flied .. ..~V~.i:;?-7,....... A.D. Letters and order put in attorneys file in Prothy on 6-28-95 ~J.-(r '-2uPJr! 21 - 95 - 450 c- ~"" ,Ei ~~) l~' ~: 8~1 <l>a: a: ~'jp 11" ._ df . ,0 "E '. ul::l 00 ~ ~ " ..\- L .. .., 21 - 95 - 450 RENUNCIATION nOCl!: R" 01 "'JJll::i In Re Estate of Mabel L. Cressler 'g; IIlll ;!Iiecel'Jl~~n 0 To the Register of Wills of Cumberland coun~f~r.~~YI~anl~..(, ..~~ The undersigned George E. Cressler. grandson the above decedent, hereby renounce(s) the right to administer the estate and respectfullY IlSk(s) that Letters of Administration be Issued to Jeffrey T. Cressler t"- hand this /Ct. - day of --$.;),wvo.G- ,19:&-. l.,.: my WITNESS / -. (SIB.Ilure) George E. Cressler 11637 Foxford Drive Knoxville, TN 37922-4733 (Addres,) (SIB.llure) tAddrm) (SIB.llure) (Addre..) of ESTATE OF MABEL L. CRESSLER. late oflhe Borough of Shipp ens burg, Cumberland Counly, Pennsylvania. deceased IN TIlE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NUMBER 2195-0450 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mabel L. Cressler Date of Death: May 8, 1995 Will No. 2 I 95-0450 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 Ihe following beneficiaries of the above-captioned estate on June 28,1995: George E. Cressler 11637 Foxford Drive Knoxville, TN 37922-4733 Jeffrey T. Cressler 1602 Old Carlisle Road Aspers, PA 17304 NOliee has now been given to all persons entitled thereto under rule 5.6(a) except NONE. June 28, 1995 Name: Address: MARK, WEIGLE AND PERKINS 126 Enst King Street Shippcnsburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ UD EAST KING STREET - SHIPPENSuuno, PA 17257.13G7 , ..~ ."...._..~ ",_~i_ ...-~.,,_.....,.._.....~_~_,~~ ..t '" ,_"""""'....~..._.._.k^"""..-.;.,...."-...;ild....'''''''....'~..;l_,'''-,;'''*;;-4'~''';'iI'>':~;;<4-..,4!~to''-1;'~".n ~:W~r"""f ~~~,~~~l~""~~-~i:."t'=~~ l; ..... ':', . ";;,~,; ;>~>, . .. " be;,'; ".:',c.:"" ;',,'.''-',''':;:'.''';':'., . :';.... . , . :.:..' '.'" " '--">' . :;.... '.' '~L" ' > ' .'. ....,.":..:,'..;\ . .:.'. '. ". '. ~ .... 1: ,:;C. .'''''. '.' ;:.::~} '.:". ;'),:,;". ".;. ;:':..-:',y': '. 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RtY.1500 EX. 17.9'" 15 III hl '" *' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WillS) 'OR oATIS 0' DIATH AnER 12/31191 CHECK H I' A SPOUSAL POVIRTT CREDIT IS CLAIMED 0 fiLl NUMBER 21-95-0450 YEAR COMMONWEAltH Of 'INNSYlYAN'A DUAUMINt Of RI\lINUf Din. 210601 HAUIUURO,'A 1112..0001 otelDtNI" NAAllll"'1oI. flRSt. "'NO MIODLI INlllAll Cressler, Mabel L. 100CIAL $leu.ltY NUMUI COUNTY COOE DlelolNT'1o (OM,UI( ADDIlUo NUM 1-19-05 206 East Burd Street Shippensburg, PA 17257 Co,,'" Cumberland AMOUNt llWV1D IUIIN1oUU(1I0N'1 DAI( O' OIATH 03, 05. Remalndlf Relurn (for dale. 0' deo,h prior to 12-13. Federal e.lol. Tak Return Require 204-01-1845 5-8-95 I" ..."'''''.'II.UI'ilVIHO.I'OUU..,..u''l\AIt.'I........o..,oou IHIIl"'1 N/A l!! 001. OrigInal Relurn 0 2. Suppl.menlal Return w:!'" o Ao, ~E~ OA, lImit.d e.lale "''''9 u"'.. 0 7. ~ 'A o RESP. ,},.... AM ...i5 Jerry A. Weigle. Esquire "'''' "'z Ble 1lLl'HONf NUMIU 532-7388 21. If line 181. greol" than line 19, enter the dill"ence on L1n. 21. Thl.l.the TAX DUE. A. En'" thelnt"..t on the balon" due on Line 21A. B. En'lr Ihe talal of Line 21 and 21A an line 218. This Is Ihe BALANCE DUE. Moh Check Payable tOI R.gllt., of Willi, Agent I (:~l<Ol". ..:.:\~:~:, '.\\.BESURETO ANSWER ALL.QUESTlONS;ON.REVERSE.5ID.E' D.IOllE' CK'MAIH . ~ Und.r p.nahi.. 01 p.rjury. I d.dar.lhal I ho'. ..omin.d .hl. r.lurn. Indudlng accompanying "hodul.. and .lol.m.nll. and 10 lho b.,. 01 my knowl.dg. and b. It h Iru.. ca".d ond campl.I., I d.c1ar. .ho' all r.ol ."01. ha. b..n r.part.d a,'ru. morkel ,alu., O.dorallan 01 pr.par.r athor Ihan Ih. p...an r.pr. .nlolh ba.ed on olllnfarmallan 01 which prepa,., hot any ~nawledge, .. (ON' .. 0..... .mo '"0' ""NO ""UIN .00.... D." , PA. 171nl, DATI - Ie 126 E. Kin St. Shi PA, 17257/0 -1.v'95 _ 8. Tolal Number of Sole Oepa.1I 80) z co 5 E :. ld '" 1. R.ol E,'al. (S,h.dul. AI (I I 2. Sla,k. and Band. (Sch.dul. B) (21 3. C1a..ly H.ld Stack/Parlnershlp Inle,..t (Schedule C) ( 3 1 A. Mortgago. and Nal.. Recelvablo (Schedule 0) ( .4 ) 5. Ca.h, 8ank D.po.ih & MI.cellaneou. Penonal Properly ( 5 ) (Sch.dul. E) 6. Jalnlly Owned Prop"ly (Schedulo F) 7. Trand...(S,h.dul. GI (Sch.dul.l) 8. Talal Groll Anel. (Ialalllntl 1.71 9. Funeral bpen..., Administrative Ca.h, MI.cellaneou. bpon... (Sch.dule H) 10. Debls. Morlgage llabllill... Uen. (Schedulo I) 11. Tolal Oedudlon. (lolollln.. 9 & 10) 12. N., Value of Ellale tllne B mlnu. Line 11) 13. Choriloblo and Governmenlal Bequa." (Schedule J) 104. Ne' Value Sub eel 10 Tax (line 12 mlnu. L1no 13) 15. Spou.al Tran.fo" (for dalll of doath oft.r 6.30.9.4) S..ln.Uudlan. for Appllcabl. Percentogo on Reve,.e (15) Sid.. (Include valu.. Irom Schodulo K 0' Schodul. M.l 16. Amaunl of lIno 14 laxobl. ot 6% lale (Include volu.. from Schodulo K or Schedule M,) 17. Amount a' line 1.4 lakable 01 15% rolo (Include valu.. from Schedule K or Schedule M.) lB. PrincipalloJl. duo (Add 'ax from lIn.. 15. 16 and 17.1 19. Credit. Spou.al Poverty Credit Prior Paymenll Discaunl + 1.600.00 + 84.21 20. If L1n. 191s 9,eal" than line 18, enter the diK."nce on lIn. 20. Thl. Is the OVERPAYMENT. g O...:r.r:I~.,...._I....I._.....('I.,ll~'III"-._1'Imm~_Tj'I"_'.'(.IJU!.Ii'."'''''' (21) (21.111 (21BI 101.16 36.463.93 (6) (7) o -, 36,463.93 ( BI (91 5,898.90 808.80 (10) 6.707.70 29,756.23 (ll) (12) (13) (!AI 29.756.23 M.._- (16) 29,756.23 )( .06 II 1.785.37 (171 )( .15 II (1BI z '" ~ .... :> ~ .. '" u >< c .... Inl.".1 1,684.21 (191 (20) Act '41 .. 1994 provld.. for the r.ductlon of Ih. tax ral.. Impol.d on Ih. nal volu. of Irond.r. to or for the u.. of tft. .pou... Th. ral.. a. pr..erlb.d by the .Ialul. will b.1 . 3% (.13) will b. oppllcabl. for ..101.. of d.cedenl. dying on or aftar 7/1/94 and b.for. 1/1/96 . 2% (.n) will b. applicable for ..101.. of d.ced.nll dying on or aft.r 1/1/96 and b.for. 111/97 . 1% (.'1) will be applleabla for ..tale. of d.ced.nll dying on or aft.r 1/1/97 and b.for. 1/1/98 . Spey'" tr_d.n occurring on or aft.r 1/1/98 will b. exempt from Inh.rltance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. x YES NO I. Old Hcedent make a transler and: a. retain the use or Income of Ihe property transferred, ....................................................... x b. retain th. right to deslgnole who sholl us. th. prop.rty Iransf.rr.d or Its Incom., ":.............. x c. relaln a r.v.rslonary In'eresl; or ................................................................................... x d. recelv. the pramlsa for life of .lther payments, ben.Fits or co rei ....................................... 2. II d.eth accurr.d on or befar. Decemb.r 12, 1982, did dec.dent within two y.ars pr.cedlng d.a,h Ironsf.r prop.rty without r.celvlng ad.quate canslderotlani If d.ath occurr.d after D.c.mb.r 12, 1982, did d.c.d.nttran.ler praporty within an. y.ar of d.a'h without rec.lvlng adequate consideration'....... .......... 0" .................... ................. ........ ........... ....... .......... ...... x x 3. Old d.c.d.nt own an 'In trust far' bank account at his or h.r d.a'h"'.................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ......Isot'.. (J"1J ESTATE OF '*' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI.a.. Print or l' . FILE NUMBER COMMONWI'AlTH 0' 'lNNnlYANIA INHIIITANCI TAX R"URN IISlDIHT DICIDINT IAn p,op.rty lolntl'f"'OWnod with ,ho Rllh. .f Survlvenhlp mu.1 b. dl..I...d on Sch.dul. fl N~~~ER DESCRIPTION VALUE AT DATE OF DEATH 1. Orrstown Bank Burial Fund Account 0 003-0048258 3,126.66 2. Mellon Bank Checking Account 0 412-159-3927 3. 4. 5. 6. 7. B. 9. 10. II. 6,833.08 Accrued interest to date of death 1.40 Mellon Bank Certificate of Deposit 0 00011613 15,000.00 Accrued interest to date of death 198.23 Mellon Bank Certificate of Deposit 0 410-079231-C 10,995.00 Accrued interest to date of death 9.42 43.B9 9.76 63.60 34.66 6.07 Cash on hand at date of death PA Blue Shielf - benefit 5-22-95 Capital Blue Cross - refund at cancellation 5-23-95 American Travellers Insurance - benefit 6-1-95 PA Blue Shield - benefit 6-5-95 PA Blue Shield - benefit 6-14-95 52.00 American Travellers Insurance - refund at cancellation 7-14-95 90.16 TOTAL Alia enter an line 5, Reea 36,463.93 s (Anach additional BW' x II" .h..t.lf more .pac.1t n..d.d,) ">"'1_- ".',.. "'. ,-. , -' -~._~':.,~- \. 'UV.U10 [l(. 12.171 . SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE COMMONW'Al1H OF PfNNS'fLYANIA INH'IITANCI TAX ."URN .1_~lDI~' DIC.;:.~~t'L:.;.:_,: ESTATE OF FILE NUMBER- 21-95-0450 Mabel L. Cressler _.__.w~_._____..___..__.___"-__..--__ -- "------~-- -..-~.,-.-.--" .- .-.-- ,,,- THIS SCHEDULE MUST BE COMPLETEO AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. ITEM - DESCRIPTION Of PROPE;TY -- -.----, ---'''-;;;T~;~;~~E-M --oieD,- "DOUARv"iiii'" NUMBER 'ndud. nam.a"h. 'rarlll"..,llteir ,.Ia'ianlhip'a d.ced.n', do" DI'ronl''', EXCLUSION Of ASSET I ~ Of 1c:1r'lR~\~T'S ____~.'_ __NL.... '.'. _,M ,',' 1. Personal Property - given to Jeffrey T. Cressler prior to entering nursing home in March, 1995 - appraised value 3.000 1,078.50 o o " TOTAL (Alia .nl., on lin. 7. Recapllulollan) S 0 I'l mDt. Ipac.ls n..d.d, inl'" arid,'iono' ,huls 0' 10m. sill,' -~--- .-----~--- .lv.UIIII. ".", ESTATE F ITEM NUMBER A, B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. ~~'~j\ -'!fi),; COMMONWIALrH O. PfNNSYlVANIA INHUI1ANCf tAX RUUIN RUIOfHT DfCfDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Mabel L. Cressler PI. a.. P,lnl Dr T . MB 21-95-0450 DESCRIPTION AMOUNT 1. Fun.ral Exp.n..1I Fogelsanger-Bricker Funeral Home 3.126.66 1. Admlnl.trallv. CD.I., PersDnal Represenlatlve Cammllllans Social Security Number of Personal Represenlatlve: Year Cammllllans paid 2. Allarney Fee. Mark, Weigle and Perkins 2.,.37.84 3. Family Exemption Clalman' Address of Clalman' 01 decodenl's dealh Slreel Address City Slale Zip Code Relationship Probale Fees Ragister of Wills, Cumberland County - Letters of Administration, Renunciation, Short Certificates MI...llaneau. Exp.n.e., Cumberland Law Journal - advertising Letters of Administration 89.00 40.00 News Chronicle - advertising Letters of Administration 52.40 Register of Wills, Cumberland County - filing PA Inheritance Tax Return Register of Wills, Cumberland County - filing Family Settlement Agreement Mark. Weigle and Perkins - reimbursement for postage, xerox copies, and long distance telephone calls Linda K. Klein - Notary Fcc 25.00 50.00 25.00 8.00 Douglas D. Redding, Auctioneer - appraisal of personal property 45.00 TOTAL IAlso enler on IIno 9. Recapitulation) III more .pace I. needed, Ins.rl addltlenal .heell of .ame .be.) s 5,898.90 1'___ . . . . J ......uu... 1~ltl '*' COMMONWI""H 0' ,'NNnl"'ANIA INHIIIIANCllAllnUIN IIIIDIN,DleIDIN' SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER 21-95-0450 Mabel L. Cressler ITEM NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP I. A. Taxable Requas"l George E. Cressler 11637 Foxford Drive Knoxville, TN 37922-4733 Grandson 1/2 2. Jeffrey T. Cressler 1602 Old Carlisle Rood Aspers, PA 17304 Grandson 1/2 ITEM NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADORESS OF BtNEFICIARY B. Charllable and Governmenlal Bequestll 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo onlo, on lino 13. Rocopllulolion) 5 (If more .pac. It n..ded, In..rt additional .haat. o' ,a me .Iza) (> REGISTER OF WIJ.I.S. CUMBf.RI.AND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Hnbel (" CreR/lI~r Date of Death: 5-8-95 Will No. 21-95-0450 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 No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 5-8-96 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 is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders approvals of formal or informal accounts may be filed wit Cerk of the Orphans' Court and may be attached to thi re C Date: -- 1(') ~ zrj -7 ~ 1- J~rr A. Wei Ie, Esquire Name (Please type or print) ~RK, WEIGLE AND PERKINS 126 East King Street Address Shippensburg, PA 17257 (717) 532-7388 Tel. No. , . ""1 ,'J .- , , Capacity: Personal Representative 0:: " ~l 1Jt) x Counsel for personal representative (MAH: rmf/AM3) REGISTER OF WlI.LS, CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Nabel L. Cressler Date of Death: Nay B, 1995 Will No. Admin. No. 21-95-0450 . 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 X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may_ e attached to this epor C- ~te: -~ '-""- (.) ~: c' '0 ~-lsii'~ 0\ '.J "1: (, ~ ~..1 0-' ~) q Signature Jerry A. Weigle, Esquire Name (Please type or ~RK, WEIGLE AND PERKINS 126 East King Street Address Shippensburg, PA 17257 ( 717 ) 532-7388 Tel. No. ~ p '.' .. II) to' ~ 'j E ,;~~' 0" ( ;.3 16& ~ ,.::I '.:.e ex: 08 print) (MAH: rmf/AM3) Capacity: Personal Representative X Counsel for personal representative Inventory 01 the reel end personal eslste 01 Mabel L. Cressler deceased Orrstown lIank lIurial Fund Account 0 003-0048258 3,126 66 6.833 08 I 40 15,OOO 00 198 23 10,995 00 9 42 43 89 9 76 63 60 34 66 6 07 52 00 90 16 36,463 93 Mellon lIank Checking Account 0 412-159-3927 Accrued interest to date of death Mellon lIank Certificate of Deposit 0 00011613 Accrued interest to date of death Mellon Bank Certificate of Deposit 0 410-079231-C Accrued interest to date of death Cash "n hand at date of death PA Blue Shield - benefit 5-22-95 Capital Blue Cross - refund at cancellation 5-23-95 Americsn Travellers Insurance - benefit 6-1-95 PA Blue Shield - benefit 6-5-95 PA Blue Shield - benefit 6-14-95 American Travellers Insurance - refund at cancellation 7-14-95 O;J ("'>-j . '" N ,.- r 1 '_...:J iC(O"" .;~ .:1 UU ~. \ ~ .../ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND i J u: Jeffrey T. Crcsslcr -.-.---..---..------ bolng duly sworn oceordlng 10 I.w, dopo,., .nd I.Y' Ih.t h. _ is tJlC Administrator of tho E".t. of ~Inbel L. Crcssler 1.1. of -!!!.e_I!".!:p!,gh. oLSJdpp.ens1>!,rg . __,.__, Cumb.rl.nd County, 1'.., d.c....d .nd thot tho wllhln II .n Inv.nlory m.d. by Jeffrej! T. Crcsslcr .. .__ _._ , tho IOld Administrator of Ih. .ntlro .,1010 of lold d.c.d.nl, con lilting of .11 tho p.rlon.1 pro".rly ond r.ol .".t., ..c.pt r.ol ."ot. ouhld. tho Commonwoolth of P.nnlylvonlo, ond thot Ih. flgur., OppOIIt. eoch It.m of tho Inv.ntory ropr.,.nt lt'l folr voluo 01 of the deto of decedont', d.olh. Sworn to ond lub,crlb.d b.for. me, (')"{.,..(,-",,, ~\..".~t., 20 199 i-.. ;: _ j(Y.JLc", 1602 Old Carlisle Road Aspers, PA 17304 Add,... Notarial Seal Linda K. Klein, Notary Public Shlppensburg, PA Cum&erland County Date of 000 My comrnsslon!xpltes AuguS115, 199G Oay May 1995 Mo"th Vea, INSTRUCTIONS I. An Inv.ntory mUlt be flied wllhin thre. month, aft.r appolnlm.nt of p.rlonol r.prel.ntatlve. 2. A lupplem.nt Inv.nlory mUlt be mod within thirty d.YI of dlleov.ry of addltlon.1 a...h. 3. Additlonol Ih..h moy be ott.ch.d 01 to p...onolty or roolly 4. S.. Artlcl. IV, Fiduclorl., Act of 1949. Oll ... :l ,c Ul " .. '" .. '" .... ,; ... z ~ .<: .. .... .... w '" ~ :l l:! ~ ffi >- ... .. go 0 ~ .. .... .. Ul '" In 0.. ..... 0 u . '" p.. <t Q 0 :il Ul .. '" ,.. w c 9 i!: "' Ul .<: GO . .. ~ 0.. u.. .. Oll .,; p.. .. E In Z .... ... :l .... '" u.. .... ~ 0 u 0 0.. Oll 0 I W 0 -< ... ~ .... :I: '" ..... > Z "' . 0 .. -< .... N Z 0 .... '" c ;J: '" c " .... II> Z ..... .. t3 . '" 0 "' .. .<: ..: ;J: z w -< ,c '" - 0.. '" '" '" :.: c ... ~ .. - 0: ... 0 .. .. .lI .... .., .. E '" 0 . " ~ 0 GO ..... U u: III j 1:5 ':>"1 - ->l REV-1547 EX AFP (12"95* CO""OHWUL TH OF PO,fSYLVAHI& DfPARTHENT Of REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. ZlD601 HARRISBURG, PI. 171ZI-D6DI C"'" ACN 101 NOTICE OF INHERITANCE TAX ArPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 02-05-96 FILE NO. 05-08-95 COUNTY CUMBERLAND HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAXE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: JERRY A WEIGLE ESQ MARK ETAL 126 EKING ST SHIPPENSBURG PA 17257 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17Dl3 AllGUt'lt R_ltt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE"v=isW-EX-iiFP"ii'2=9S"i"iiiificE""ciTi:"NHEiiii'ANCE-TAX"APPRiiisEHEii:r;"iiLLOiiANCi"iilim""m""------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF CRESSLER MABEL L FILE NO. 21 95"0450 ACN 101 DATE 02-05-96 APPROVED DEDUCTIONS AND EXEHPTIONS: t 5.898.90 9. Fun.r.l Exp~.../Ada. COI I/Hlac. Expen... (Schedul. H) (9) 10. Debts/Harigage Liabiliti../Lian. eSchedul. I) (10) 808.80 11. Totel Deduction. (11) 12. Nat Vatu. of Tax R.turn (12) 15. Ch.rltabl./GoY.r~ent.l Bequa.t. (Schedule J) (15) 14. H.t Value of Eat.t. SUbject to rax nit) NOTE: If an assessment was issusd previously, lines 14, 15 and,or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSHENT OF TAX: 15. A~unt of Line 14 at Spou..l ..at. (15) 16. Aaount of LJna 14 taxable at Lin..l/Cl... A rat. (16) 17. ADount of Lin. 14 taxabla .t Collat.ral/Cl... 8 rat. (17) 18. Prlncip.l Tax Du. TAX RETURH WAS I I X). ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 e.t.t. (Sch.dul. A) (1) 2. stock. and Bond. (Sch.dul. B) (2) 3. C1o..ly Hald Stock/Partn.rshlp Int.r..t (Schedul. C) (3) 4. "artaag../Not.. Rec.lvab1e (Schedul. 0) (4) S. Caah/Bank Oapo.lta/HI.e. Par.anal Propert, (Schedul. E) (5) 6. Jointly Owned Prop.rty (Schedul. F) (6) 7. Tran.f.r. (Sc~dul. 0) (7) 8. Tot.l A...t. TAX CREDITS: PAYMENT DATE 08-04-95 10-24-95 RECEIPT HUMBER AAD48D79 AAD82253 DISCOUNT 1+: INTEREST 1-) 84.21 .00 ) CHANGED .00 .00 .00 .00 36.463.93 .00 .00 ISI 36,463.93 6.707 70 29.756.23 .00 29,756.23 .00 29.756.23 .00 x .DDllI X .06. X .15. US) .00 1,785.37 .00 1,785.37 AtIOUNT PAID 1,600.00 101.16 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF AGDITIDNAL INTEREST. 1,785.37 .00 .00 .00 IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I RfSERVATlQth E.tat.. af decedenh dvlng an or befara Ottellllber 12, 19., .... If MY futura Intara.t In tt. a.t.ta S. tr...farrM In pa.....lan or -nJaVHl'lt to Cl... . (coU.t.r.U b..-flclarla. of thl d.c.dMt alt.r thl ..pJntlon of any a.tata for 111. or far ".a.r., thl Ca.aonw..Uh hlr.)' a.pn..h r..arva. thIi right to ItPPral.. Bnd ...... trMIf.r Inhlrltsnca TI... at the lawful el... . (caU.hnU rat. on MY .uch futur. Int.n.t. _OF NOnCEe To fulfill th. raqulr...ntl of S.ctlon 2140 of the Inhlrltsnc. .m E.t.t. TIPf Act, Act 22 of 1"1. 72 P.I. S..:tlon 2140. PAY~TI O.t.ch thl top portion 0' thl. Notlca Bnd .~It with your p'v-ant to thl Ragl.t.r of Will. prlntld on thl r.y.r.. .Ida. "Maka check or IICMMtY ard41r p.,Mlla tOI REGISTER OF HILLS, ACEIfT AU p.v...." rK.I"..- .h.ll first b. appll.d to any Int.r..t which ..v be due ..lth any n..lndar appllM to thl t... R[f\IrtD eCRIl A rafund of . ta. cracllt, which .... not r.....tad on thl T.. A.turn, ..y ba raqua.tad by cOllPl.tlng an "Application for A.fund of P........ylvanl. Inhlrltanc. Bnd Est.t. T.... (REV"U13). Application. an a"aUM1. at the Offlca of th. R.glst.r of Willi, any of tha Z3 R.v.... District Offlc.., or by c.Ulng thl .peclal Z4"hour ....warlng ..rvle. ~r' for for.. ord.rlnge In Pann.yIVMI. 1"100"]62"ZD5D, out.lda Pann.ylvanl. Bnd within local Harrl.burg .r.a (717) 717,,1094, TDDI (717) 77Z"IZSI (Hearing lap.lr.d Only). OBJECTIONS I Any party In In..r..t not .athflad with th. appr.h..."t, aUINIInC. Dr dhaUowanc:. of dlldUctlon., or ........,t of ta. UnolucUng dlsclM\t ar Inhr..U .a shawl an this Notle. ..It abject within .lxty (60) d.y. of rac.lpt af thl. Hotle. bye uwrltt." prot..t to th. PA D.p.rt..nt of R.vtnUII, lo.rd of I;'p.all, D.pt. 111021, It.rrhbunh PA 11121"1021, OR ".Iaction to ha"s tha ..ttar d.tar.lnad at IlUdIt of tha ltCeount of thl ~rson.1 r~ra.."t.tI"a, OR ....app..l to the Orphan.' Court. ADMIN ISTRAnVE CDRRECTIDHSI F..:tual .rror. dlscovarad on thlt .........t .hould be .ddra...d In writing tOI PA Dep.rt...,t of Ravenue, Bura.u of Individual TIlM", ATTHe Post A......-!t Ra"l... Unit, Dlpt. 111601, tlllrrhburg, PA 1712.~06Dl Phone (717) 717~6S0S. Sa. pIIga ] of thl bookl.t "Instruction. for Inharltanc. Ta. Raturn for. Ra.ldant Dec8dant.. (REV-1501) for an axplenaUun of adalnlttnUv.h corrlMltabl. .rrors. INTEREST I 11 any t.. due Is paid within thr.a e]l calendar IIDnth. .ftar th. dacadent's da.th, . fl". pare."t (S:U discount of thl to p.ld Is .Uawad. Int.r..t Is chllrged bIlglnnlng with first d.y of cteUnqullnCY, or nlns (9) .unth. end ana (lJ d.y froa ttM dIlta 0' cte.th, to thl data of p.yaant. '.xa. whIch bac... dallnquent bafore January I, 1911 b..r Intar.st .t ttM r.t. 0' .he (6:(1 p.rcant p.r ~ calculated at a d.ll~ rat. of .000164>. AU taxa. which bee... d41l1nquant on and altar Janutlry 1, 1911 ..Ill b..r Intara.t .t . rllt. which ..Ill vllry frOlll c.lendar y..r to calender y..r with that rate llf1f1QU'tCed by the PA Dap.rt...,t of R.venue. Tha appllCablS Int.n.t rate. far 1911 through 1996 .r.1 DJsaulTI '!!!! Int.r..t Aat. Deily Intar..t Factor Va.r Intar..t R.t. Dally Int.r..t Factor 1912 .0' .OOO~I 1917 .. .0002"7 191] ... .0004]1 19111..1991 II' .00nOl 1964 ". .000301 '99' .. .ODOZ47 1915 13. .000156 199]"1994 1X .000192 1916 10' .00U74 1995-1996 .. .000247 nlnt.r.st Is calcuhtad .. fallowSI INTEREST a BALANCE OF TAX UNPAID X HUnBER OF DAYS OELINQUEHT X DAILY INTEREST FACTOR "-Any Hotlc. I..ued .ftar tha te. baco... d.llnquent will r.fllMlt an Intara.t calcul.tlon to fifteen (15) de,. bayond th. dllta of tha ......Mnt. 11 payaant I. .... alta,. the Intara.t ca.putaUan d.t. shawn an ttM NoUc., addltlon.1 Intar..t MI.t be c.lcul.ted. ,'^ i,. ",','1-, :> ",.j ,. '''~,~'. " ,- , -,' .-,-',",,--. -- ~,~:" U,~~~'I R~coroed,Ollice of . RegIster 01, ,Wills ",',. -, ,.,', ,;',,, "--";,.-: ; ; ~ , '96 APIt 11 1\9:01 ',I ;. . I . ',.-... -r\' Clerk.~p~".", s "vU . ; CI.lmberi&rld CO., PA 'I" " .' ',.. , ~- " ,~ - .,', ~"': ';1:,,-. ~~";:' '" ":';,~.::~C-:'.d "":t ,..-- .',; ':-';;O';;~'~"'" ":, ,..' o ~',.I . ?~~t,~~'~J::'~^~"" , , '. ,,<;\<"r~'::. .... _ MARK, WEIGLE AND PEltKINS. ATTO"""YO AT LAW ,. _ ~',~. ; 'j 'iZ61A1r-.KlMi S'nUf, S...rPINUUaa. 'INN", 11151 Tt:U.P..ONt:a (711) 531.7311 '. ',' ,.,/:",,tA,, :~_'_',,': ;~(~~l.:{~?>;. 'j 'of ,. fA" .,17153106551 > . I. , . ;1; Ihemselves to the said Distribution and Accounting as sct forth and further mutually release each other W1d in particular Jeffrey T. Cressler, Adminislrotor, from all claims and demW1ds whatsoever arising out of the settlement of the Eslale of Mabel L. Cressler. IN WITNESS WHEREOF, the parties huve hereunlo set their hands and seals the day W1d year first ubove written. Witness: /;f/ /&;7/ I . Q.. W0',..L r . Cr sler (SEAL) MARK. WEIGLE AND PERKINS _ ATTORNEVS AT LAW _ 128 EAST KINO STREET _ 5HIPPENSBURO, PA 17257.1387 -~i:~"'?>;;;~~"_~""""""';v.t~__""."P~"'_"-"";;'_"'_":'<"':""".t-..."";.~~"''''~1'14-~",'_.....oi:Ii~)'~_fi~t''''''~-'''"_ ,~"-",,,,"'-""'>:'l . STATE OF TENNESSEE COUNTY OF ~ SS. On this, the .;? r.b day of '"";n,,,,,c.I-- , 1996, before me, a Notary Public in and for said County and Stale, the undersigned officer, personally appeared GEORGE E. CRESSLER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instmmenl, and acknowledged thai he executed the same for the purposes therein contained. L _(SEAL) ission expires on: ;).;5' '17 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND ,,<I ,..- On this, the 22. - day of t-",.(,.,v..,-u"'"J- ' 1996, before me, a Notary Public in and for said County and State, the undersigned officer, personally appeared JEFFREY T. CRESSLER, known to me (or salisfactorily proven) 10 be Ihe person whose nome is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. ;;I1,"-.-t~ )( jr:~~r-;" My commission expires on: (SEAL) Notarial Seal Linda K. Klein, Notary Public Shlpponsburg, PA Cumborland County My commission Expltos AuguS115, 1996 MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 128 EAST KINO STREET - SHIPPENsuuno, PA 17257.1307 SummarY of Account ~ ,.,' Page Proposed Distribution to Beneficiaries ~&937.21 9 Principal Receipts 3 36,463.93 Less Disbursements: Debts of Decedent Funeml Expenses Family Exemption Administration Expenses Fedeml and State Taxes Fees and Commission 808.80 3,126.66 o 4 I 2.40 1,701.16 2.437.84 4 4 4 4 5 5 8.486.86 Balance before Distributions Distributions to Beneficiaries 27,977.07 o 6 Principal Balance on Hand 6 27,977.07 Income Receipts Less Disbursements 7 8 1,0 I 0.67 50.53 Balance befoie Distributions Distributions to Beneficiaries 960.14 o 8 Income Balance on Hand 8 960.14 Combined Balance on Hand 78.937.21 2 MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 1215 EAST KINO STREET ~ SHIPPEN5BURG. PA 17287.13117 QIsh Cash on hand at date of death Orrstown Bank Burial Fund Account # 003-0048258 Mellon Bank Checking Account # 412-159-3927 Accrued interest to date of death Mellon Bank Certificate of Deposit # 000 I 16 I 3 Accrued interest to date of death Mellon Bank Certificate of Deposit # 41 0-079231-C Accrued interest to date of death Inventory 5-22-95 5-23-95 6-1-95 6-5-95 6-]4-95 7-14-95 ReceIpts ofPrlnelpnl 43.89 3,126.66 6,833.08 1.40 15,000.00 198.23 10,995.00 9.42 36,207.68 Received nfler date of death: PA Blue Shield - benefit Capital Blue Cross - refund at cancellation American Travellers Insurance. benefit PA Blue Shield - benefit PA Blue Shield - benefit American Travellers Insurance - refund at cancellation Total Receipts of Principal 9.76 63.60 34.66 6.07 52.00 90.16 -WWJ. 3 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 128 EAST KINO STREET _ SHIPPEN5BURO, PA 172S7.t3D7 D\sbul'!lcmcnts of Principal Debls of Decedent 7- 13-95 Leader Nursing Home, Chombersburg - 6-30-95 statement 370.98 7-13-95 Chombersburg Hospital- May and June statements 273.82 7-13-95 Timothy J. Orndorff, M. D. - 5-23-95 statement 110.00 10-16-95 RTS Ambulance Service - 10-15-95 smtement 54.00 808.80 Funeml Exoenses 5-15-95 Fogelsanger-Bricker Furieml Home 3,126.66 Familv Exemption None Administmtion Expenses 7-13-95 Register of Wills, Cumberland County - Letters of Administmtion, Renunciation, and Short Ccrtificates 89.00 7-13-95 Cumberland Law Journal- advertising Letters of Administration 40.00 7- I 3-95 Douglas D. Redding, Auctioneer - appmisal of personal property conveyed prior to date of death (appmised for inheritance loX purposes) 45.00 8-4-95 News Chronicle - advertising Letters of Administmtion 52.40 4 MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 128 EAST KING STREET - SHIPPENSBURO. PA 17257.1387 10-12-95 10-13-95 To Be Paid To Be Paid To Be Paid To Be To Be Paid Register of Wills, Cumberland County _ one Short Certificale 3.00 Register of Wills, Cumberland County. filing Inventory, Appmisement, and Slatement of Debts and Deductions 25.00 Mark, Weigle and Perkins. reimbursement for postage, xerox copies, and long distance telephone calls 25.00 Linda K. Klein. notary fee 8.00 Mark, Weigle and Perkins - reserve for filing Family Seltlement Agreement with Register of Wills, Cumberland County 50.00 Mark, Weigle and Perkins - preparation of 1995 fiduciary income tax returns 25.00 Mark, Weigle and Perkins - reserve for filing 1996 finn! fiduciary income tax returns 50.0Q 412.40 Federnlond State Toxe~ 8-4-95 Register of Wills, Cumberland County _ PA Inheritance Tax, payment at discount 1,600.00 101.J~ 1,701.16 10-13-95 Register of Wills, Cumberland County _ final balance of PA Inheritance Tax Fees nnd Commission To Be Mark, Weigle and Perkins _ Attorney Fee Paid Total Disbursements of Principal 2.437.84 8.486.8~ 5 MARK. WEIGLE AND PERKINS - ATTDRNEV' AT LAW - I.a EA'T KING 'TREET _ SHIPPENSBURG. PA 17.57'''.7 Receipts oflneome Interest: Mellon Bank Checking Accounl # 4 12-159-3927 Interest date of death to closing 7-13-95 Mellon Bank Certificate of Deposit # 0001 1613 Interest date of death to closing Mellon Bank Certificate of Deposit # 4 10-07923 I.C Interest date of death to closing Dauphin Deposit Bank and Trust Company Estate Checking Account Interest 7-13-95 to 2-5-96 16.59 609.21 348.97 35.90 Total Receipts ofIncome 1.010.67 7 MARK. WEIGLE AND PERKINS _ ATTORNEVS AT LAW _ 1aD EAST KINO STREET - SHIPPENSBURO. PA 17267.13D7 Disbursements or Income To Be Paid Mnrk, Weigle nod Perkins. Income Commission 5% on $1,010.67 ~ Distributions oflncome to Beneficiaries None to Date Income Balance on Hand Cash 96Q.lf 8 MARK. WEIGLE AND PERKINS - ATTORNEVS AT LAW _ las EAST KINO STREET _ 5HIPPENSBURO, PA 17287.1307