HomeMy WebLinkAbout95-00474
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PETITION I,'OIt PIWUA TE ulld GItANT OF LETTEItS
No. ~.-S-- ~2!/-
To:
Ilegisler of Wills for Ihe
, D,'erascd. Coulny of Cumbed and in the
Sor/al Scmrlly No. ,q,.,? . ()'l' - 0 () ,'3/ Commonwealth of Pennsylvania
The pelltlon of Ihe underolgned respeclfully represellls thai:
Your pelltloner(s), who Is/arc 18 years of age or older an Ihe execut-Or
In the last will oflhe abovedeeedem, dated Auqust 4,
and eodlell(s) dated
First named Executor Dale P. Shuqhart. Jr.
is fil in", II Renunciation conl'emporaneolls.4'-.l-li tl1 I'll i ..
Pi li ng
Estate of --'I.JllULS..._lllill:J<.
olso knawlI as
named
, 19--2..3.-
C.,atr rclevanl clrcllmstanCeI, e.B. rcnunclallon. death of e~et'Ulor. elc.)
Deeendenl was domiciled aI dealh In Cumberland
h er 1051 family or principal residence at 50 Moorelllnd
Carli..)p
CounlY, Pennsylvania, with
Avenue. Boro1l911 of
(11101 metl, number Bnd lnunclpalilY)
Deeendent,lhen 8~ years of age, died M~Y----2L ,19 <)5
01 Leader Nurs1nq Borne West, Camp B11~A ,
Exeepl as follows, decedenl did nol marry. was nol divorced and did not have a child born or adopled
after execution of lite will offered for probate; was notlhe viclim of a killing and was never adjudlcaled
Ineompelem:
Deeendel1l 01 death owned properly wllh eSlimated values as follows:
(If domiciled in 1'0.) All personal properlY
(If nOI domiciled In 1'0,) Personal properlY In Pennsylvania
(I f not domiciled In 1'0.) Personal property In Counly
Value of real estale In Pennsylvania
situated as follows:
$...2 4, 500.00 .J..e.s.l:ima ted )
$ .
$
$
-0
WHEREFORE, pelllloner(s) respeclfull)' requesl(s) the probate of Ihe last will and codlcll(s)
presel1led herewllh and the grant oflellers restamentarv
theron.
(leslamenUUYi admlnlsuDllon C.l.B.; admlnlstrallon d.h.n.c.l.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF I'ENNSYLVANIA } ss
COUNTY OF CUMBERLIIND
The petllloner(s) above. named swear(s) or affirm(s) Ihal the Slalemems In the foregoing petlllon arc
Irue and correcllo Ihe best of Ihe knowledge and belief of pelillonel(s) nnd that os personnl represen-
tallve(s) of the above deeedelll pelilionel(s) will well and truly ndmlnlster Ihe eSlnle according 10 low.
Sworn to ~r affirmed f9'fH Sl'h'''~~ ~r /' --J /) _ ..~
before lIle)lus ,dill' of ------'-- ( ~.:Lz!l"~ N,' _
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No. 21 - 95 - 474
Estate of
JANE S. DJ,ACK
, Deceased
DECREE OF I)ROllA TE AND GRANT OF LETTERS
AND NOW JUNE 20. 19-11.2.., In consideration or the pelltlon on
the reverse side hereor, satisractory proor having been presented berore me,
IT IS DECREED that the Instrument(s) dated Augus t 4, 1993
described therein be admitted to probate and riled or record as the last will or Jane S.- Black
and Letters Tp"tRmpntary
arc hereby granted to John B. Fowler, III
vi.
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R,r.al.jer 01 WII~
MARy C. LEWIS
FEES
Probate, Letters, Etc, ...,...., $ 60.00
Short Certlneates(2) ......",. $ 6 .00
Renunciation .""""'..",, $ 5 . 00
X-Pages $ 6.00
JCP 5.00
. JUNE 10~Ttlf95 $ 82.00
Flied................ ...................
John B. Fowler, III
28 AlcWflWY f,S!'t€I. ~~'t8~t. 0~~6~ Box 208
Carlisle, PA 17013
ADDRESS
( 717) 249-8300
PHONE
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Called attorney on 6-21-95.
21 95 - 474
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LAST WILL AND TESTAMENT OF
JANE S. BLACK
I, Jane S. Black, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this to be my last will and
Testament and revoke all wills and Codicils previously made by
me.
ITEM I: I direct that my just debts, funeral expenses, and
the expenses of the administration of my estate, including any
state, federal or other death taxes payable because of my death,
shall be paid from my residuary estate as soon as practicable
after my decease, as a part of the expense of the administration
of my estate.
ITEM II: I devise and bequeath all of my estate of every
nature and wherever situate unto the American National Red Cross
at Washington, D.C., absolutely.
ITEM III: I appoint Dale F. Shughart, Jr., Executor of this
my last will and Testament. should Dale F. shughart, Jr. fail to
"
qualify or cease to act as Executor, I appoint John B.
Fowler, III, Executor of this my last will and Testament.
ITEM IV: I direct that my personal representatives as well
as their successors shall not be required to give bond for the
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faithfUl performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal,
this ~ day of August, 1993.
~~ ;5.efJA:<a
Jane S. Black
(SEAL)
The preceding instrument, consisting of this one (1) other
typewritten page, identified by the signature of the Testatrix,
was on the date thereof, signed, published and declared by
Jane S. Black, the Testatrix therein named, as and for her last
Will, in the presence of us, who, at her request, in her presence
and in the presence of each other, have ubscribed
witnesses hereto.
"
"
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
We, Jane S. Black, Dale F. Shughart, Jr. and Roberta Z.
Fornwalt, the Testatrix and the witnesses, respectively, whose
names are signed to the foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority that the
Testatrix signed and executed the instrument as her last Will and
that she has signed willingly, and that she executed it as her
free and voluntary act for the purposeD therein expressed, and
that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and that to the best of
his/her knowledge the Testatrix was at that time eighteen years
of age or older, of sound mind and under no constraint or undue
influence.
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SUbscribed, sworn to and acknowledged before me by Jane S.
Black, the Testatrix, and subscribed and sworn to before me by
Dale F. shughart, Jr. and Roberta Z. Fornwalt, witnesses, this
<fb. day of August, ,1993.
fIGl /.I\I^~ srA~ . we
\lOt/!IIE l. COY~.E, t;')~~{B~lA~D co,
t-lT, IIOU.Y SVRIlIOO, P~OCTO\\En 17, \\1M
M'I COIAf,m.SIOII E)(I'1R
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Notary PUblf(! -
21 - 95 - 474
RENUNCIATION
In Re Estate of
Jane S. Black
deceased.
To the Register of Wills of
CUmberland
County. Pennsylvania.
The undersigned
Dale F. Shughart, Jr., Executor
of
the above decedent, hereby renounce(s) the right 10 admlnlsler the eslate and respectfully ask(s) Ihat Lelters
Testamentarv
be Issued to
John B. Fowler, III
WITNESS
my
hand this 19th day of June
.19~.
(Slan'lure'
Dale F. Shughart, Jr.
28 South pitt Street, P.O. Box 208
Carlisle, PA 17013
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CERTIFICATION OF NOTICE UNDER RULE 5.6Ia)
Name of Decedent: Jane S. I3lack
Date of Death: May 28, 1995
Will No.
Admin. No.
1995-00474
To the Register:
1 certify that notice of beneficial intereat required by
Rule 5.6(a) of the Orphana' Court ~ules was served on or maIled to
the following beneficiaries of the above-captioned ealate on
June 22, 1995 :
Name
1\Irerican Red Cross Developnentl
Planned Givinq
Suzanne Bieri
Address
431 17th Street, N.\~.
Washinqton. D.C. 20006
809 Conodoguinot Dr! vo
CalrqJ Hill. PA 17011
Notice has now been given to all persons entitled t)~roto undor
Rule 5.6(a) except None
Date:
June 22, 1995
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John n. ,.'owll:'l', III
28 South Pi tt Strmt
C1rlJn)o, PA l70D
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Capacity: X peraonal Ropreaentative
Counael for personal
repreaentative
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FOR DATESOF DEA1H AFTER 1U1HI1 CHECK HERE
IF A SPOUSAL
PO ATY CREDIT IS C AI~
FILE NUMBER
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
REVa 'SOO[l( .{7-841
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co"~e~:t.V1lJHr'1Il,f/i,'1'il'HANIA
I'EJ!.Y.280801
HARRIS URO, PA "128-0801
OECEDENT'SNAME (lAST, fiRST, AND M1DDl.E INITIAL)
Black Jane S.
SOCIAL SECURITY NUMBER
207-09-0031
DATE OF BIRTH
06/10/10
21-95-0474
COUNTY CODE
DECEOENrs COMPLETE ADDRESS
50 Mooreland Avenue
Carlisle, PA 17013
VEAR
NUMBER
DATE Of DEATH
OS/26/95
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIAL)
Coullty
Cumberland
SOCIAL SECURITYNUMBER
AMOUNT RECEIVEDISU INSTRUCTIONS)
Romalnder Return
(lor da'os 01 doalh prior 1012-13-82)
Fedoral Est8to Tax Return Required
Tolal Number 01 Salo Dopooll Bo,os
CAB
H P L
E P 0
C R C
K 0 K
P S
2. Supplomental Return
4.. Futuro Intorost Compromlso
(lor da'os 01 doa'h a"or 12-12-82)
[]] 6. Docedonl Died Testato 07. Decedent Maintained a Uvlng Trust
(Anach co of Will Anech a co of Trust
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
20. II Uno 191s grootor than Uno 18, ontor tho dilforenco on Uno 20. This Is tho OVERPAYMENT.
~ 0 Check her. If ou are r. uesUn . refund of our aye a ment
21. II Uno 18 Is groaler than Uno 19, ontor tho difforonco on Uno 21. This Is tho TAX DUE.
A. Entor tho Intorost on tho balanco duo on Uno 21A.
B. En'or Iho lolal of Uno 21 and 21A on Uno 21 B. Thls's Iho BALANCE DUE.
Make Check Pa able to: Re later of Willi A ent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH · ·
ndlrp.II..III1'o p.rJury, d.t "t.' .v....mln. 1 1I,.lurn,llltU Inll..ctomp.n)'lnglt .du....n It..l.m.nll,.n 10t . ..to my now. g'.1I .. ,nlltru.,
corr.ct.lld compl.I',' d.tlA" 'h.t.U 'Ia,"t.t. hat bun "port.d at true m.rk.t v.tu.. Q.tlarltlon of pr.p.rlr oth" than Ih. p.fJOII.lfJp""ntatlv.l. ba..d on aUtn'or",.tIDn DI
which p"p."r huanykllowl.dll"
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X 1. OrigInal Return
4. Umlled Ealale
NAME
John B. Fowler
III
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TELEPHONE NUMBER
717 249-6300
1, Roal Es'alo (SChedule A)
2. Slocka and Bonds (SChodulo B)
3. Closely Hold Slock/Partnershlp Inloresl (SChodulo C)
4. Mortgages end No'os Roeolvable (SChedule D)
5. Cash, Bank Deposits & Mlscellanoous Por80nal Proporty (Sch. E)
6. JolnUy Owned Proporty (SChedule F)
7. Transfers (SChodule G) (SChodule L)
6. Tolal Groas Assels (Iolal Unosl-7)
8. Funoral El(pensos. Admlnlstrativo CoSIS. MIscollaneous
E'ponsos (SChedule H)
10. DobIs, Mortgage Uabllilles, Uens (SChodulol)
11, Tolal Deductions (Iolal Unes a & 10)
12. Nel Veluo 01 Eslale (Une 8 minus Unoll)
13. Charllablo and Govornmonlal Bequests (Schodulo J)
14. Not Value Sub oct to TalC (Uno 12 minus Uno 13
15. Spousal Transfers (lor dalos 01 death ahor 6-30-94)
500 Inslructlons tor Applicable Porcontage on pogo 2.
(Include valuealrom Schodule K or SChodulo M.)
16. Amount of Uno 14 taxablo at 6% ralo
(Includo valueslrom Schedule K or SChedule M,)
17. Amount 01 Uno 14 taxablo at 15% ralo
(Indudo valuos 'rom Schodulo K or Schodulo M.)
18. Principal IOJ< due (Add IOJ< Irom Une 15,18 and 17.)
19.Credits/Sp Povorty Prior Payments Discount
+
+
05,
o 6.
COMPLETE MAILING ADDRESS
Fowler, Addamsr)~~ughart
26 South Pitt Street ,,'
Carlisle PA 17013 '
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24,602,46
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24,602.46
(8)
(8)
6,443,76
659.45
7,103.21
17,499,25
17 ,499.25
0.00
(10)
(11)
(12)
(13)
14
(16)
0.00 X
0.00
.
(18)
o . 00 X ,06 .
0.00
(17)
0.00 X .15 .
0,00
(18)
0.00
Intorost
(18)
(20)
0.00
0.00
(21)
(2IA)
(21B)
0.00
0,00
0.00
cATE
URE OF PERSON RESPONSIBLE fOR FILING RETURN
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REPAR~HE"N R:RESENTATlVE
;' ..~/1(
C yright(t 1119410rm IDltW." 0111)' CP5)'lt.m', Into
John B. Fowler, III
28 South Pitt Street
Ca-riisi~ :--PA - - -ijoi"i - - - - -- - -- - - - - - - - - -- --- - -- - ---
Fowler, Addams, Shughart Eo Rundle
26 South Pitt Street
carils"i~ ---PA- - "ijoi"i - -- - - - - -- - - - - -- - - -- -- -... - - --
8/14/95
DATE
8/14/95
Fo,m 1500 (R.v. 7.841
REV-tl1ilU.II-UI
COMMONWEAL TH OF PENNSYLVANIA
INH'RITANC' T.' RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pi.... Print 0'
FILE NUMBER
21-95-0474
ESTATE OF
Jane S, Black
SS# 207-09-0031
OS/2B/95
ITEM
NUMBER
1
DESCRIPTION
Check issued by decedent prior to death but presented
for payment on Checking Account (Schedule E, Item 1)
after death.
AMOUNT
16,42
2
Sarah A. Todd Memorial Home, Final bill for May, 1995
room and board, etc.
587.74
3
Belvedere Medical Corp., Last illness (net of Medicare and
and insurance).
33.94
4
Carlisle Imaging Associates, Last illness (net of Medicare
and insurance).
21. 35
TOTAL Also onlor on line 10, Reee 11uletlon
(II more apace is nooded, Inaert additional ahoola 01 a.me alze.)
CopyrlghtlC) 1U4 fOtm .oft.a,. only CPSy.tlm., In'"
s
659.45
Form 1500 Schldul. ItA'II, '.83)
REV - 1113 EX . 12.171
ca"'r..'lli'?lN'.'l1,l'.'V'.e~tYJ.l/'NI.
'AlaioEH'tbECEo\'NTn
ESTATE OF
SCHEDULE J
BENEFICIARIES
Jane S. Black
ITEM
NUMBER
SS# 207-09-0031
05 28 95
NAME AND ADDRESS OF BENEFICIARY
A. TAlCable Bequeo18'
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
1
B. Charitable and GavOfnmantal Beques18:
American National Red Crass
430 17th Street, N,W.
Washington, D,C, 20006
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS Also onlor an line 13. Roca Itulallon
(II mare epace Is neodod, Insort addlllonaloheolo at 001110 allO.)
Copyright leI 11M fa'''' .0Uw." only CPSYltl",.,lnc.
FILE HUMBER
21-95-0474
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
AMOUNT OR
SHARE OF ESTATE
17,499.25
S 17 499.25
Form 1500 Schld"l. J (RI". 2-17)
y
Inventory of the real and pereonal eatate of
Jane S. Black, deceaeed
I. REAL ESTATEI
None.
II. PERSONAL PROPERTY I
Dauphin Depoeit Bank and Trust Company, Harrisburg, PAl
Checking Account No. 0015813525.
Accrued interest to 5/28/95.
Harris Savings Bank, Harrisburg, PAl
Money Market Account No. 01-05-000250.
Accrued interest tn 5/28/95.
$ 2,917.36
4.69
~~.. -...--
10,26B.30
12.43
certificate of Deposit No. 01-16-033415.
Accrued interest to 5/28/95..
Capital Blue Cross, refund of unearned insurance
premium.
Mellon Bank, N.A., Truetee of Mary E. Slack Trust
under Will, final distribution of accrued and
accumulatsd income due decedent to 5/2B/95
(Decedent was only the income beneficiary under
said Trust and had no remainder interest therein).
10,664.58
51. 20
127.20
556.70
TOTAl. PERSONAL PROPERTY -
$ 24,602.46
FOR INFORMATION PURPOSES ONLY,
Decedent's wearing apparel, family pictures, small TV,
three-pronged cane and other personal effects, all of
nominal value and located at Todd Home, 50 Moore1and
Avenue, Carlisle, PA, were recovered and distributed
by decedent's sister and attorney-in-fact under
Power of Attorney dated 9/8/82, immediately following
decedent's death. The TV and three-pronged cane were
left at Todd Home for use by other residents. The
remaining personal effects were otherwise distributed
or disposed of. With the approval of the sole
Beneficiary under decedent's Will, the Executor has
made no attempt to recover or account for theee items.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
John 13. l'owl",', JIl
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ss:
b.lng duly swom .ccordlng 10 lAW, d.po.o. .nd '.Y' Ihat ". j 5 "><ccutot"
01 'h. EsI.lo 01 Jane S. Black
lat. 01 ~~!?ugh oJ Ca!:.U,~.l2.____, , Cumb.rl.nd Counly, 1'." d.c....d .nd Ihat Iho
within Is .n Inv.nlory m.d. by him , Ih. ..Id ,Executor
01 Ih. onllro ..1010 of ..Id d.cod.nl, con.hllng 01 all Ih. p.rsonol prop.rly .nd r.ol osl.la, oxeapl raol 0.1.10 ouhlda
Iha Commonwaolth 01 Pann.ylvonlo, and Ih.1 Ih. IIgura. oppo.ita a.ch Itom 01 Ih. Invanlory rapra.anlll'. laIr volu.
.. 01 Iha do'a of dacodanl'. daolh.
Swom
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and .ub.crlb.d bolora ma,
August 14,
/? -
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19 95
Add,...
Carlisle, PA 17013
Data 01 O..,h
ARI.IL SEAl
BOIlNIE L, OnE. NOTAII'I PIIl!l1C
IlOIlO Of MY HOU t SPRINGS. CUI1lBEllWlD CO
IIY COIU/I~S;ON ElIrlRE5 OCTOIlEQ 11. ,.
May
1995
DAY
Monlh
v..,
INSTRUCTIONS
,. An Invanlory musl b. llI.d within Ihr.. month. .ft.r .ppoinlm.nl 01 p.rson.1 r.pr...nlollva.
2, A .uppl.m.nt Invanlory mu.1 b. fII.d within lhirty d.y. 01 diseov.ry 01 .ddillon.1 ....h.
3. Addillon.1 .h..h m.y b. .ttoch.d .. 10 p.rsono/ly or r..lty
4, S.. Arliel. IV, Flduci.rl.. Ael 01 1949.
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REV-1547 EX AFP 02-94*
CDHHOHW[ALTH or PENNSYLVANIA
DEPARTMENT Of RlVt:Nl.I:
IllIUU OF INDIVIDUAL TAXts
DlPT. I."U
HAmlUIURG, PI 17121.0"1
,\
---
ACN 101
NOTICE OF INItERITANCE TAK
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AHO ASSESSHENT OF TAK
DATI! 11-06-95
FILE NO.
05-28-95 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUIHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAK
PAYHEHT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
JOHN B FOWLER III
FOWLER ETAL
28 S PITT ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
A.ount R..Ut.d
CUT ALONO THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
ifEV=is"j-EX-"Fj.--n'F94rNOYicE--cij:--ftiHEiiifANCi-YAX-APjiRAisEH€jj'r;-"Li.-ciwANCi-i1-Ji------------n---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BLACK JANE S FILE NO. 21 95-0474 ACN 101 DATE 1l-06-95
TAX RETlJRH WAS' (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Eat.t. (Schedul. A) (1)
2. stocke and Bonda (Schedule 8) (2)
5. Clo..ly Held stock/Partnership lnt.r..t (Schedule C) (5)
4. "ortoag../Not.. Receivable (Schedull DJ (4)
5. Caah/D.nk OIPoalta/Hllc. Parlonal Property (Schedule E) IS)
6. Jointly Owned Property (Schedull F) (6)
7. Transfer. (Schedul. GJ (7)
8. Tot.l A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EMp.n.../A~. COlta/Hllc. EMpan... (Schedule H) (9)
10. Dabt./Kortgage L1abl11ti../Li.o. (Schedul. Xl (10)
11. Tot.l Daduct1on.
12. Hat Valua of TaM Return
15. Charitabla/Govern.antal Baqua.t. (Schedule J)
14. Net Valua of E.tata SubjKt to TaM
If an aSBessment was iBBued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
IS. A.ount of Lina 14 .t Spousal rata (1S)
16. bount of Lin. 14 taMabl. at Linaal/Cla.. A rat. (16)
17. Anount of Line 14 taMabl. at Coll.tar.l/CI... 8 rat. (17)
18. Principal TaM Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT (+1
INTEREST (-I
I CHANGED
,00
.00
.00
.00
24,602.46
.00
.00
CBI
24,602.46
6.443.76
659.45
Clll
(121
USI
U41
7 1 n~ ?1
17 .499 ,25
17,499.25
.00
14, 15 and/or 16, 17 and 18 will
returns assessed to date.
,00 X,OO.
,00 X .06.
.00 X .15.
UBI
.00
.00
.00
.00
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
.00
,00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL OUE IS LESS THAN '1. HO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
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RESERVATION.
Eot.t.. of _to dylno an or bol.ro ..._r 12. UIZ -- If on, luwro Int.r..t In tho ..t.t. .. t.....f.rr..
In po.....lan or onl.....t to el... . ,..II.t.r.11 bonOll.l.rl.. 01 tho .......t .,t.r .ho ...Ir.tlan 01 on, ..t.t. I.r
Ill. .r far ,..ro. .ho e_..th horob, ...r..oI' ro....... tho rlgh' '0 _ro'" and ...... tr..,"or Inherltone. T....
at thI l.wful Cia.' . (colletarel) rat. on eny such future In'.r..t.
~OF
MOntEt
T. fulfill tho r...lr....t. of Sactlan ZII' of tho Inherltone. and E.t.t. TII Ac.. A.t ZZ of 1991. 1Z P.S.
Section 2140.
Dat_ .... t... portlan 01 th" Mati.. and .....It vlth ,aur p..-t to tho .....tor 01 wlI" print" an tho ro.or.. ......
...ltIka cheCk ar ~v order p..,-,. tal REGISTER OF MILLS, AGEtfT
'II p.....t. r....... ....11 IIrot bo _II" to on. Int.r..t ...Ich ... bo .... vlth on. r_l....r _II" to tho tll.
PA'fflEH1a
REFUCD (eA) I
A rolund 01 . tll .r"lt. ...Ich ... no' r......t.. an .ho TII ..wrn. ... bo r......... b. .-I.tlno on "Appllcatlan
I.r ..Iund of pann..I.onl. Inherit.... and E...t. TOM" 'REV-I.I.,. Appllc.tlon. .r. ...llabl. .t tho Olfl..
of t~ R-vl.tar of wtll., ~y of thI ZS R.v~ DI.trlct Dtflc", Dr by call1na thI specla' Z4-hoUr
.nlwerlna ..rvle. ~r' for for" orderlngl In pennsylv.nl. l-100-16Z.2050, outside pennlvlven1a ~
..lthln 10C81 HIIrr......'. .r.. (711) 787-10,",. TUDI (717) 772.2152 (....rlng IIlPIlr'" onlY).
ouell-' An. por'" In Int.r..t no' ..tI.II" vlth tho _ro........ .11........ .r dl..II........ 01 ......tlan.. or ..........
.1 tOM IIncludlno dl....... .r In..ro.tl .. "-' an thl. Mati.. ..... obI." vlthln ...." (6" ..... 01 r...lp' 01
this MoUe. bYI
"vrl\ton prat..t .. 'M P' .op.r'_' 01 ........ IDard of _.1" 'op.. ,11.21. lI.rr.....r.. PA 111"-1'21. OR
.""MUon to hay' tM Athr det.ralned .t BUd!t of tM ItCcount 0' tM ~r.onal r~r..ent.tlv.. OR
."lIPJMIlt to the Orpn.n" Caurt.
ADHIH
ISTRAJlVE
CORRECTIONS I
Featual .rrar. dl.cav.r~ an thl. .......-nt shOUld ~ ~r...~ In writing tal PA o.plrt..nt of AIV~,
Bur..u of Indlvl~l T...., ATTNI pa.t .......-nt A.vl.w unit, Dept. 280601, llllrrl.bUra, PA 17128-0601
Phone (711) 717-6505. see p-a- S of ~ bookl.t "In.tructlon. far l~rltenc' T.. R.turn far' R..ldent
o.c~t" (REV-1S0l) far .n .xplenatlan of ~lnl.trltlv.1Y carr.ctebl. .rrorl.
11 ... tOM .... .. p.ld vlthln th," '31 ..I....r _tho .ftor tho .......... ....th. . ftv. pareont "XI d"'aun' 01
the t.. p.ld 11 .ll~.
DISCOUNTI
In.or..t I. _rgod ...Imlno vlth IIrot dOl .1 ...Ih......... or nino I9l _tho and .... III dOl Iroo tho do" of
....th. '0 .ho d... of p......, T.... which ..._ ...11....-' bolaro J...... I. 1,8Z bo.r Intor..t .. tho r.t. of
01. "XI par.'" par ..... .00cul.t" .. . ...11. rot. .1 ,OD.I", All to... ...Ich ...- doll....-' an ... .ltar
J....r. I. 1.8Z viii ...r Int.,... .. . r.t. which viii v.r. Iroo ..l....r ...r '0 ..l....r ,..r vlth thO' r.t.
ennounc~ by ~ PA OePlrt..nt af R.venue. The eppllcebll Int.r..t rlt.. for 1'82 through 1995 Irll
INTEREST I
'!!.!!: Internt Alt. DillY Int"nt FlICtor !!!! Inter..t Rite D.lh lntl,..t Fector
1'8Z zOX .0DDSltI 1917 'X .OOUlt1
.'15 162 .0DDltSl "86-1"1 IIX .aDDsal
I'" IIX .DDOSn I99Z OX .aaDZlt7
.985 I'X .oaOSS6 ."'-l'9lM '" .ODD1'Z
1.86 lOX .oaaz1lt 199' OX .000247
-..Intlrllt Is cI.culltlld .. followl'
IK11J[EST a BALANCE OF TAX UNPAID X KUnBER OF DAYB DELINQUENT X DAILY IK11J[EST FACTOR
--Any HoUc. Issued Ifter the t.IC beC~' del1nquent will r.Ueet .n Int.,lIt c.lcullUon to fifteen US) daly.
beYond the dlt. of the ........nt. If p.,.."t Is .... Ift.r ~ Interlst Co.-utlUon eMt. shoWn on thl
MoUc., ~ltlOMl lnternt ....t be cIlcullted.
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IN Tim COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE NO. 1995.00474
Estate of JANE S. BLACK, Deceased
Late of the Borough of Carlisle
FIRST AND FINAL ACCOUNT OF
JOHN B. FOWLER, III, EXECUTOR
Date of Death:
Lellers Granted:
First Complete Advertisement of Grant uf Lellers:
Accounting for the Period:
May 28, 1995
June 20, 1995
June 30, 1995
June 20, 1995 to
Novemher 20, 1995
Purpose of the Account: John B. Fowler, III, Executor, offers this Accuunt to acquaint interested parties
with the transactions lhal have occurred during his administration.
The Account also indlcales the Proposed Distrlhullon of the Estate,
It Is Important that the Account he carefully examined. Requests for addltionlll information or questions or
objections can be discussed with:
Pi
John B. Fowler, III, Esq.
Fowler, Addams, Shughart & Rundle
28 Soulh Pill Street
Carlisle, P A 17013
(717) 249-8300
Execulor and
Allurneys for Estale
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." ,.,
SUMMARY OF ACCOUNT & INDEX
film
Prlnclnal
Receipts
Less Disbursements
Balance before Distributions
Distributions to Beneficiary
Principal Balance on Hand
3
3
$ 24,586,04
17.599.31)
$ 16,986,73
(11.000.001
4
4
$ 5,986,73
Income
Receipts
Less Disbursements
Income Balance on Hand
4
4
4
$ 391.30
(0,00)
391.30
Combined Balance on Hand
$ 6.378.03
Statement of Pronosed Distrlhutlon
Proposed Distributions to Beneficiary
5
- $ 6.378.03
-2-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
~s:
,John n. Fawl0r, I II
bein9 duly s\\Om 4ccordin9 to low, d.po... 4nd ..y. thot h. is "'Yr>r\ltnr
01 th. Estot. 01 Jlln0 S. IIlack
'01. 01 tin Bor9uqh oJ Carlt~le___ , Cumb.rlond County, 1'4., d.c....d ond thot th.
within Is on inv.nlory mod. by him , tho .0Id.Ex0CUtor
01 tho ontiro .stoto 01 .oid doc.dont, con.l.tin9 01 oil tho po"onol prop.rly 4nd ,001 ostoto, o.copt '001 o.toto outsldo
th. Commonwoalth 01 Ponn.ylvanl4, ud thaI Iho li9ures oppo.ito .ach itom 01 tho 'nvontory ,op,o..nlll'. 141r valuo
U 01 tho dato 01 do co donI's d.alh.
Sv,um
-~~
and subscribod bolor. m.,
August 14,
95
19
~
Add,...
Pitt Street
~lrlisle, PA 17013
00 to of Oooth
AIUL SfAl."
, BOIINIE L, OYLE, NOTAl!\' P111!1.1C
IlOIlO Of MY HOLLt ~PAINGS. CUNWiWlD CO,
IIY CQl/lIlSSiON EXMRE5 OCTDBER 17. 199a
~uy
1995
O'Y
Month
VUt
INSTRUCTIONS
I. An inv.ntory mu.t bo fiI.d within Ihr.. month. off.r oppointm.nl 01 p."onal '.p,...nI41Iv..
2, A supplemenl invonlo,y mu,1 b. fiI.d within thi,ty day. of di.cov.,y of odditlonala"ots,
), Additional .h.ots may bo oll4ch.d 4. 10 p."onolty or r.olly
4. S.. A,ticl. IV, Fiduci4ri.s Act of 1949.
,
~
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C]J
C]J .....
..... l
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.....
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w 0 1
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en Z I- ..J U. ~ ..... N ~
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DISTRIBUTIONS OF I'RINCII'A1. TO ImNIWICIARV
TO: American National Red Cross, on account or residue under lIem 1101' Will
09/01/95 Cash
S 11.000.00
TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARY
S 11.000.00
)'RINCIPAL BALANCE ON llANO
Cash
$ 5.986.73
TOTAL PRINCIPAL BALANCE ON HAND
S 5.986.73
RECEIPTS OF INCOME
DauRhln DeRosil Bank and Trust Comoanv
1995 Interest, Checking Account
1995 Interest, Estate Checking Account (estimated)
Harris Savlncs Bank
1995 Interest, Money Market Account
1995 Interest, Certificate or Deposit (estimated)
TOTAL RECEIPTS OF INCOME
$ 3.47
13.90
83,81
290.12
$ 391.30
DISBURSEMENTS OF INCOME
1995
None
S
0.00
TOTAL DISBURSEMENTS OF INCOME
$
0.00
INCOME BALANCE ON llANO
Cash
$ 391.30
TOTAL INCOME BALANCE ON HAND
~ 391.30
-4-
",
John B. Fowler, III, Executor of the Estate of JANE S. BLACK, decell5ed, hereby declares
under oath that he hll5 fully and faithfully discharged the duties of his oflice; that the foregoing First
and Final Account Is true and correct and fully discloses all slgnllicanttransactlons occurring during
the accounting period; that all known claims ugalnstthe Estate have been paid In full or funds for the
payment thereof have been reserved; thllt, to his knowledge, there are no claims outstanding against
the Estate except those for which funds have been reserved for the paymenlthereof; and that all taxes
presently due from the Estate have been paid,
Sworn and subscribed before me,
Oe " ,'] //
.-" ." 4.) . 7~
0/ John B, Fowler, III
-
I'll'
this J).D1S:" day of November, 1995
~~~c
NOrVJAl SUl
l':\;j\ttle l. Cuft~.rit;lt.;W ru:~rc:.
!JO"n"'. ".., 'I-LIV",,:.';q '.(III..;"t..J c e).
. "\ "",0- t. . ~ . " ..:... .... ~. " I"
~.' 'CJ~,til':!II~ri iY" .~.S 0... 'iJ~~" . .""
~.:..--_..", ...-............-...""..
_-<< ?Pt..'6 <;I ~ _f'kI---"/l1
'e~llou e4l41lM papnl~ul BBM luawalBIS PlaB 10 Ado, 'I
I hareby certify that wrftten notice of the filing of this Account, 'UI~ 10 I.au J"
end ofthe date, t1meend place when the aamewlll bepresentedJ1a4 'A1al~llaUBq 'JOllpeJ~ Ba OIOIBO e4l UllBeJelUI ue wlel~ '0
to Ihe Court for confirmation and of thelaat day to file wrlnenO^04 OllUOIUno:l:lB 94l 01 UMOU~ uOBJed Je4l0 A1e^B 01 pue
objections to aid Account. haa been gIven to every unpeldlUOWIOIO plllllun .....lIJ\9 Ol Ue^18 uaBq S04 'uollnQIJ1810 posodoJd
claimant and to every other person known to the accountant/o lUOWOlBlS PIBS 01 suopoolqo UOUlJM Oil. Ol Aep l881 041/0
to hoveorclalmen Intereat In theeltllt8 alcredltor, beneflclary.puo UOllBWJlluoo.!OJ ~no:) 141 Ol POlUOBBJd eq 11IM Bwoa 041
heir or next of kin. " U04M ooold pU1I9w'l '9lUP ellllo pUB 'uollnqlJ1810 peSodOJd 10
./f- /2 ., P luawelOIS SIIUJO Dullll 94HoooIIOU UOUIJM ll41AJt~9:l AqoJ041
/1/,..,("..... U ( '":l 7'"r1<-'-U-....::;