HomeMy WebLinkAbout95-00512
No. 21-95- 512
Estate of
DOROTHY J. GROFF
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JUL V 7. 19.2.L-, In consideration of the petition on
the reverse side hereof, satisfactory proof having been preJented before me,
IT IS DECREED that the Instrument(s) dated APRIL 8. 1993 & JULY 2]. 1991
described therein be admllled to probate and filed of record as the last will of DOROTHY.I. GROFF
and Lellers TESTAMENTARY
are hereby granted to WILI.IAM A. GROFF. JR. & ROCER B. IRWIN
FEES
Probate, Lellers, Etc. ......... S 270.00
Short Certlficates(3) .......... S g .00
Renunciation ................ S
X-Pages S 12.00
JCP TOTAL _ S ?q~'RR
Flied ........ ~!J.~ Y . 7... .1 ~~.5. . . . . . . . . . . . .
Rralller or Willi
MARY C. LEWIS
IRWIN. McKNIGHT & HUGHES
ROCER B. IRWIN (06282)
ATIORNEY (Sup. <:1. 1.0. No.)
.~ e& 'i(j
60 WEST POHFRET ST.. CARLISLE. PA 17013
ADDRESS
717-249-2353
PHONE
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21 - 95 - 512
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LAST WILL AND TESTAMENT
I, DOROTHY J. GROFF, of North Middleton Township, Cumberland County,
PeMsylvania, declare this instrument to be my last will and testament, hereby expressly revoking
all wills and codicils heretofore made by me.
I. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
A. If my net estate for distribution is Twenty Thousand ($20,000.00) Dollars or
less, then I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the Church of
God of Columbia, PeMsylvanin, and the sum of One Thousand ($1,000.00) Dollars to the Church
of God Home, Inc. for the Forever Caring Fund, located in Carlisle, Pennsylvania; but in the event
my net estate is in excess of Twenty Thousand ($20,000.00) Dollars, then I give and bequeath
one-tenth (1/IOth) of the net amount for distribution to the Church of God of Columbia,
PeMsylvnnia and the Church of God Home, Inc. for the Forever Caring Fund; Carlisle,
PeMsylvania, in equal shares.
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DNO AA04819Z"""""""'DEPAIlTMENTOPRIVENUE ,. ". .... . ".:.",,' j,' "',.'" ." I
(;'i.,,~.":;j";I"" .', "<;'~F~:C:I~I':~~c:~l;".PENNSYi.VANIA INHERITANCEA~DESTATE TAX.\, ' ,..,;,':; "~
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RECEIVED FROM,
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ASSESSMENT r:t
CONTROL Ii:II
NUMBER
AMOUNT
IRWIN ROGER B ESQ
60 W POMFRET ST
101
*e7 ,e u.. 06
CARLISLE, PA 17013
REMARKS
m TOTAL AMOUNT PAID
..1>7,e'6.06
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ESTATE INFORMATION,
fa FILE NUMBER
EJ NAME OF OECEOENT
II OATE OF P T
II POSTMAR
COUNTY
OATE OF 0
HSE
\
\ SEAL CHECK" 96'19 RECEIVED Bv2Ij/,'/I'l/ '/6i'IIo/,./. """/
\ / "'ONI" ." " ,;
\ REGISTER OF WILLS MARY C. LE'WIS ,..J'c"III.A~~~ ll'
't REGISTER OF WILLS ' .'.1.1;," ,
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ROGER e IRWIN ESQUIRE
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNTlcoor
DECEOEN1"S NAUE (LAST, fIAST. AND MIDDLE IHIfIAL) DECEDENT"S COIrAPLETE ADDRESS
Groff Doroth J. 801 North Hanovor Stroot
SOCIAL SECURlTlNUlAaER OATE OF DEATH OATEOF alRTH Carllalo, PA 17013
162.03.6959 05/31/1995 07/19/1901
REV' 1500 EX . (7.,.,
COlA~Pf~~~Wlf P.fittrW'~~ANIA
HARRISR6~t,?~~".:~1
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FILE NUMBER
fOR OATEs Of DEATH AFTER Il/J"" CHECK HERE
F A SPOUSAL
QF APPLlCADLEISURVIVINO SPOUSE'S NAME (LAST ,FIRST AND ..UDDLEINlflAL)
Cumbor1and
SOCIAL SECURITY NUMBER
Xl.
D ~ g 4.
C = C
K~~[]JI.
Original A.lurn
Llmiled ESlale
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AMOUNT RECEIVED(SEE INSTRUCTIONS)
0.00
21-95.512
YEAR
HUMBER
2. Supplemenlal ReMn
4.. Future Inter,sl Compromise
(fa, deles 01 death eher 12-12-82)
Dlced,nt Died Testa'. 07. Dlced,nl Maintained a Living Trust
(Anach co 01 WliI) (Al1ach ICO 01 Trusl)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAME CDUPLETE MAJLlNO ADDRESS
Ro or B. Irwin IRWIN, McKNIGHT & HUGHES
TELEPHONE NU"BER 60 Wost Pomfrot Stroot.
717-249.2353 Carlislo PA 17013
1. Real ESlale (Schedule Al'ano
2. Slocksand Bonds (Schedule B) (2) 106 , 013 . 25
3. Closely Held SlockIPannershlp Inleresl (Schedule C) (3) Nono
4. Mongages end Noles Receivable (Schedule D) (4) None
6. Cash, Bank Deposhs & Mlscollaneous Personal Properly ISch. E) (6) 135 ,434.97
I. Jolnlly Owned Properly (Schedule F) (I) Nono
7. Transfers (Sch,dule G) (Schedule L) 17l Nono
I. Tolal Gross Assels (lolal Lines 1-7)
9. Funeral ExpenstS, Administrative Costs, Miscellaneous
Expenses (Schedule H)
10. Oebls. Mongago Llabllhles. Liens ISchodulen
11. Tolat Doduclions (lOlat Lines 9 & 10)
12. Nil Velue of ESlell (Line 8 minus Line 11)
13. Charhablo and Governmtnlal Boquesls (Schedule J)
14. Net Value Sub ocllo Tax (Line 12 minus Line 13)
16. Spousal Transler.lIor dallS 01 doalh aher6.30.94)
See Instructions 'or Applicable Percentage on page 2.
(Include .aluesl/om Schadule K or Schedule M.)
18. Amount 01 Llno 14 Inabl. at 6'1. ,ate
(Include .alulSl/om Schedule K or Schedule M.)
17. Amount 01 Lln. 14 lakable at 15'/. 'ale
(Include values from Schedule K or Schedule M.)
II. Principal lax due (Add lax from Line 15. 16 end 17.)
19. Cr.dits/Sp Poverty Prior PaylT'Mtnls Discount lnlerest
0.00. 0.00. 1,432.42 0.00
20. If Line 19 is groater Ihan LIne 18. enlOl the difference on Line 20. This is Iho OVERPAYMENT.
[!J 0 Check her. If OU Ir. r. u..Un I r.fund 0' our over . ment.
21. If Line 1 B Is grooler lhan Line 1 g. enlerlhe differerlCe on Line 21. This Is Iho TAX DUE.
A. Enler the lnter,sl on the balanc. due on LIne 211...
B. EnlOl Ihelotal 01 Line 21 and 21A on Line 21B. This Is lha BALANCE DUE.
Meke Check Pa able to. Re Isler 01 Wille. A enl
.. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
.f perwle' 0 pel ury, fl: .,, thai .ve ...m I IU.luln.lnc Wing KCO~ny ng It U.. I Illlememl, ,,1IJ IOlh.beslof my' kno.....ledg..nd biller, II lit/1M,
COIUtc:t.nd complet.. ded,r.lhat 111,..1'111" hi' been '.porled .llrue ""rhl v.lue, DKLI,.Uon 01 Pf'p.r.r 0Ih.,lh.1l1h.!>>,aorwl '.Pfu.nl.llv.la b...d on all InlortNtJon 01
\IlIIhlch pI.F1Ir., hIS al'l)' hlOwledg..
01.
..LI.
Remalnde, R.lurn
!lor dales of death prior 10 12-13-B2)
Fed.ral Estat. Tlx Return R.qulred
TOIaI Number 01 Safe Oeposh Boxes
(9)
(I)
29,576.39
(10)
431. 94
(11)
(12)
(13)
(14)
(15)
0.00 X
,
(15)
0.00 X .06'
(17)
190,989.89 X .15'
(IB)
(19)
(20)
(21)
(21A)
(21B)
SIQNAT~RE OF PERSON RESPONSIBLE FOR FILING RETURN
~!l. .~!<y.~ !!l!'. .~!".'/.~~. _~~~!'.. ~~!"..~~!'!'" .~~.'...,.......
Mochanlcabur PA 17055 Car1ls1o PA 17013
NREPRESENTATlvr IRWIN, McKNIGHT (, HUGHES
60 Wost Pcmfret Stroot
Cori "lBic-' 'pi.""i 7ifjj'.' -...............".... -........
241,448.22
30,008.33
211,439.89
20 ,450.00
190 989.89
0.00
0.00
28,648.48
28 ,648.48
1,432.42
0.00
27,216.06
0.00
27,216.06
I
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DATE
08/31/95
DATE
08/31/95
Fotm1~IRe't.7.'.,
RIV - IIOnll + (4'11)
CO".~g,NbYAHI.
ESTATB OF
SCHEDULE B
STOCKS AND BONDS
Dorothy J. Croff SSU 162.03.6959 05/31/1995
FILE NUMBER
21-95-512
(All ro I
ITEM
NUMBER
1
oint own'" wllh RI ht 01 Survlv....hl mu.t be dls.Io.... on S.h"'ul. F.)
OESCAIPTlON
VALUE AT DATE
OF DEATH
95,494.00
2872 sharee, CoreStatea
Financial Corp., common
atock
33.25
2
United Statea Series HH
savings bond UV23439, issued
July 1980
5,000.00
3
United States Series HH
savings bond UM98431, issued
July 1980
1,000.00
4
United States Series In!
savings bond UM98432, issued
July 1980
1,000.00
5
United States Series HH
savings bond UM98433, iasued
July 1980
1,000.00
6
United States Series HH
savinga bond UM98429, issued
July 1980
1,000.00
7
United States Series HH
savings bond UM98430, issued
July 1980
1,000.00
8
United Statea Series HH
savings bond UD84789, issued
July 1980
500.00
9
1 share Penn Power & Light,
4 1/2~ preferred
19.25
19.25
TOTAL (Also Intor on Ilne 2. AocI ltulallon)
(II mor. .pI.' II ......... InHn Idditlonol.hotlS 01 .1... .IzI.)
Copyright (c) 1.... form IOftw.,. DnIy CPS)"Itnl.lnc.
. 106 013.25
Form 1110O Schedule B (n... 4-11)
Estate of; Dorothy J. Groff SSt'J 162-03.6959 05/31/1995
CONrlNUATION SCHEDULE
Cone inuation of Schodule E
ITa!
*
DESCRIPl'ION
VALUE AT DATE
OF DEATH
(confirmation attachod)
11 Dauphin Dopooit Bank & Trust 25,087.26
COIIIpany. cartificato of
depooit 08100230048
(confirmation attachod)
12 Engagemont ring, wedding 545.00
ring, diamond band appraised
by Harry E. Donson
(attached)
13 Hellon Bank, N.A., incano 5,017.70
certificate 000057369
(confirmation attachod)
14 Hellon Bank, N.A., incomo 5,019.54
certificate 000057389
(confirmation attachod)
15 Hellon Bank, N.A., incana 10,060.81
certificate 00057419
(confirmation attachod)
16 Hellon Bank, N.A.. incano 12,045.44
certificate (}190-080252C
(confirmation attachad)
17 Personal property sold 385.00
.......................
58,160.75
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
."-, .,-~ '--.""'''' '~';"'''''.'~''''''''.':\l'''"}.''i' '~''''"'t,-.;....v''';''
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REV-ll"EXt{7.UI
coU.~g,WbYAHIA
ESTATE OF
Doroth
ITEM
NUMBER
A.
a.
C.
Pi.... Print or .
FILE NUMBER
21-95-512
J. Groff SS
DESCRIPTION
AMOUNT
1
Fun.ral Exp.n....
Clyde II. Kraft
engraving faa
Funeral HOIIIa,
95.00
2
3
4,914.00
Clyde W. Kraft Funeral HOIIIa
Stauffera Da1i, funeral
1unoheon
64.55
1.
lIi11iam A. Groff Jr.
Roger B. Irwin
195-28-2653/193-24-1402
12,000.00
Admlnl.trativ. COIIaI
P.I1IO..1 R.p....nUltlve Comrris.lons
Social S.curlty Number of P...o..1 R.pro.onlatJve:
V... Comrris.lons p.1d 1995
z.
Irwin, McKnight & Hughes
12,000.00
AIlomey Fees
3.
0.00
Fonily Exo""lIon
Claimant none
Add...s of Claimant 01 docodlnt's death
Slreol Addra..
City
R.lallon.hlp
SUllO
Zip Codo
4.
296.00
Proball F.,I
1
MI...Uoneou. Exp.n....
1st Chicago Trust Co., stock
research for CoreStates
stock
50.00
2
Cumberland Law Journal -
eatate notice publication
40.00
3
4
Harry Danson, appraisal fee
5.00
25.00
t
I
I
Register of Wills, filing
fee
5
Regiater of lIills, short
cert i flcates
9.00
(see continuation schedule attached)
Total of Continuation Schedule(s)
77.84
TOTAL (Also onlor on line 9. Roco ~ulallon)
(II moro 'p"ce Ia nNdad, In..r1lddlllonal .h.... 01 .om. .110.)
Copyright lei..... tOfm M)ftw.,. onty CPSyalems,lnc.
. 29 576.39
'.....1500.,'"""'" HI...... 7.11)
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COIol.~~MhYANIA
ESTATE OF
SCHEDULE J
BENEFICIARIES
Doroth
ITEM
NUMBER
ITEM
NUMBER
J. Croff
FILE NUMBER
21-95-512
SS
162.03.6959
05 31 1995
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
RELATIONSHIP
1
A. T","ble Blqultt"
Beth Bershinger
R.D. 1
Windsor, PA 17366
niece 500.00
2
Ann Merie Foltz
132 Conestoga Blvd.
Lancaster, PA 17603
niece 1,900.00
3
Emma Groff
801 N. Hanover Street
Csrlisle, PA 17013
sister-in- w 2/5 of 45%
of remainder
4
Helen E. Croff
801 North Hanover Street
Carlisle, PA 17013
sister-in-l w 1/5 of 45%
of remainder
5
Catherine H. Bistline
34 Eaat Main Street
Mt. Jo PA 17552
niece
1/5 of 45%
of remainder
CONTINUATION ATTACHED . . .
NAME AND AOORESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
1
B. Charllable and GOYlmmenll! BlqUIIIs:
Church of Cod Home, Inc.,
Forever Caring Fund
801 North Hanover Street
Carlisle, PA 17013
10,100.00
(5% of remainder)
2
Church of Cod of Columbia
43 North Seventh Streot
Columbia, PA 17512
10,100.00
(5% of remainder)
3
Washington Boro Cemetery
Assoc.
112 Tenth Street
Washington Bora, PA 17582
250.00
TOTAL CHARITABLE ANO GOVERNMENTAL BEQUESTS (Alto Inlor on line 13. Riel huilUon)
01 morl spiel II nlldld. Insert Iddhlonalsheelt of ..me size.)
Copyrtght (e) 1"4 form soltwlle only CPSyat.mtI,lnc.
. 20 450.00
Farm 11500 s._... J (_....7)
CONTINUATION - SCHEDULE J
BENEFICIARIES
Estate of Dorothy 1. Groff SS#162-03.6959
dlo/d - 05/31/95
---------------------------------.----------------------.----------------------------.-.------....---------..-----
s......
N
N..... A Add!..
Rclldlllllhlp
File #21-95-0512
6. Lawrence Moore brother 10 shares CoreStates
Hester Moore sister-in-law stock and 5n of 45%
39 West Gay Street of remainder
Red Lion, PA 17356
7. William A. Groff lr. nephew Remaining CoreStates
Phyllis 1. Groff niece stock and 1/5 of 45%
30 Skyline Drive of remainder
MechBnicsburg, P A 17055
8. Becky Fadner niece 1/7 of 45% of
2415 Westside Drive remainder
North Chili, NY 14514
9. 10seph L. Moore nephew 9/7 remainder
335 Union Strett
Columbia, PA 17512
10. Mary Moore Ortman niece 9/7 remainder
20 Front Street
Washington Boro, PA 17582
II. Agnes Moore Wirick . 9/7 remainder
mece
400 Union Street
Columbia, PA 17512
LAST WILL AND TESTAMENT
I, DOROTHY J. GROFF, of North Middleton Township, Cumberland County,
Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking
all wills and codicils heretofore made by me.
1. I direct my executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executors to sell any realty owned by me at my death and
,
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do ifliving.
3. I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
A. If my net estate for distribution is Twenty Thousand ($20,000.00) Dollars or
less, then I give and bequeath the sum of One Thousand ($1,000.00) Dollars to the Church of
God of Columbia, Pennsylvania, and the sum of One Thousand ($1,000.00) Dollars to the Church
of God Home, Inc. for the Forever Caring Fund,located in Carlisle, Pennsylvania; but in the event
my net estate is in excess of Twenty Thousand ($20,000.00) Dollars, then I give and bequeath
one-tenth (I/IOth) of the net amount for distribution to the Church of God of Columbia,
Pennsylvania and the Church of God Home, Inc. for the Forever Caring Fund, Carlisle,
PennsylVania, in equal shares.
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p<',-,,,_,,,_ -"'._,
-.,...........~,."'"''''''".,.,....._-,~.
Sl7th to Lawrence Moore and Hester Moore, or the survivor,
117th to Becky Fadner, daughter ofBeryI Brokhart, and
117th to be divided equally between the widow (Mary) and four
children of John Leroy Moore, share and share alike.
4. I nominate and appoint William A Groff, Jr. and Roger B. Irwin, to be the executors
of this my last wiu and testament; they are to serve as such without bond.
. S. I hereby suggest that my personal representatives retain the services of Irwin, Irwin &
McKnight, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this i'l day of April,
1993.
m~b::#-(SEAL)
DORO \ . GRO
\
Signed, sealed, published and declared by DOROTHY J. GROFF, the testatrix above
named, as and for her last will and testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
-!ri>'~"- ,Q ~O-d
3
OAUrttilN DCI)()SIT BANK ANO TRUST COMPANY, HARRISBURG. PENNSYLVANIA
PA.'
"
PAn~ No 2 of 3
To Irwin McKnight & HU9hes
Name: Dorothy J. Groff SSN: 162-03-6959 000: 05/31/95
Account No.
8D006B8425
8100028931
8100143471
----------------- ----------------- -----------
Type
Date Opened
or Issued
Certificate of Deposit
Certificate of Deposit
Certificate of Deposit
----------- ---------- ---
05/15/89
04/30/93
09/01/93
--------------- ------------ ---
Date Closed
or Matured
11/15/96 (Maturity)
04/30/96 (Maturity)
08/30/95 (Maturity)
------ ----------
Date of Death
Balance $12,000.00
$12,000.00
$10,000.00
PWS
Date of Death
Accrued Int. $19.99
$1.89
$43.15
Joint OWners
(if any) None
Date of Joint
OWnership
None
None
1995 1099-1NT
Earned to DOC $208.63
$183.91
$188.54
------------- ----------------------- ---------------------- -----------------------
Special ConInents: N/A
Additional information available at 120.00 per hour. Ono hour minimu..
Date Prepared: June 16, 1995 Prepared by: Cheryl A. Bowers
Customer Management Information Dept. (CMI)
Telephone No. (717) 255-2054
PAGE No.
, DAUPHIN DEPOSIT BANK AND TRUST COMPANY, HARRISBURG, PENNSVLVANIA
To
"
PA.3
3 of 3
Irwin McKnight & Hughes
Name: Dorothy J. Groff SSN: 162-03-6959 000: 05/31/95
Account No.
Type
Date Opened
or Issued
Date Closed
or Matured
8100230048
------------------------ ------------------------ ------------------------
Certificate of Deposit
------------------------ ------------------------ ------------------------
12/03/93
------------------------ ------------------------ ------------------------
12/03/95 (Maturity)
Date of Death
Balance $25,000.00
------------------------ ------------------------
PlUS
--------------- ------------------------ ------------------------
Date of Death
Accrued Int. $87.26
Joint Owners
(if any) None
----------- ------------------- --------------
Date of Joint
OWnership
1995 1099-INT
--------------- ------------------ -----------------
----- ---------------- ------------------
Earned to 000 $557.84
------- ------------- ------------
Special Conrnents: N/A
Additional information available at $20.00 per hour. One hour minimum.
Date Prepared: June 16, 1995 Prepared by: Cheryl A. Bowers
Customer Management Information Dept. (CMI)
_i'.....lI_.....~..,.-----...
Telephone No. (717) 255-2054
CoreStates Flnenclal Corp
CPA & Governmenl
Request Department
PO Box 8667
Phlledelphle PA 19101.8667
215 973 4619
"
July 3, 1995
.
CoreStates
Roger B. Irwin, Esquire
Law Offices
Irwin HcKnight , Hughes
West Pomfrst Professional Building
60 West PomfretStreet
Carlisle PA 17013-3222
RE: Estate of Dorothy J. Groff - 000: May 31. 1995
Dear Mr. Irwin:
In response to your letterot June 7, 1995, please be advised that
the decedent held the tollowing account(s) with our bank:
ACCOUNT TYPE:
ACCOI1NT NO.:
TITLE: '
DATE OPENED:
DOD BALANCE:
ACCRUED INT.:
TOTAL:
1099 INT. PD.:
ACCOI1NT TYPE:
ACCOI1NT NO.:
TITLE:
DATE OPENED:
DOD BALANCE:
ACCRUED INT.:
TOTAL:
1099 INT. PD.:
Certificate of Deposit
020048971-0684643
Dorothy J. Groff
Elam J. Groff, Jr. - Dec'd.
william A. Groff, Jr. - POA
10/5/84
$8,000.00
61.20
$8,061.20
$ 195.84
Checking
3133-5035
Dorothy J.
william A.
6/69
$4,421.96
2.92
$4,424.88
$ 31.39
Groff
Groff, Jr. - POA
COHHENTS: The decedent maintained Safe Deposit Box #63100005162 at
our Columbia office in the names of Dorothy J. Groff and
Elam J. Grott, Jr., deceased.
We trust that we have been of assistance to you in this matter.
Sincerely,
f. k.L- kM~!''---
~orized signature
Isd
IN R6'L V REfER TO:
BARBARA EDWARDS TEL 1215.973-4619
GOVERNMENT SERVICES DEPT.
Fe: OHl02-1l).16
P. O. BOX 8G67
P1fllADEl.PllIA, PA 19101
~_'<"'_""""'VC,_,,~4'~_~~'_''''''_''^'"''_'' ,.,,""
'.
CeroSlalo! FinanciAl Corp
FC 1-3-16-29
PO Box 7558
Plliladolpllia PA 10101.7S58
215 973 2836
Fax 215 9737461
Mahlon R Shanar
Vlco Presldonl
.
CoreStates
June 28, 1995
ITi~ieE'VED
JUN 30 '995
Roqer B. Irwin, Esq. IRWIN, MC~,ul"t11 6 HllGHe:~
Irwin, McKniqht & Huqhes
West pomfret professional Buildinq
60 West pomfret street
carlisle, PA 17013-3222
RE: Estate of Dorothy J. Groff
Dear Mr. Irwin:
In response to your request, the closinq market price
of Corestates Financial Corp common stock on May 31,
1995 was $33.25.
Do not hesitate to call me if you need additional
information.
Very truly yours,
i1/{~rk ~ J4!-w
Shareholder Services
it
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
u:
William ^. Groff, .Jr.
lInd
ROllor II. Irwin
b.lng duly sworn accordIng 10 low, dopos.s and says that tho y nrn .hn
Co-Executors or Iho Estel. or Dorothy .1. Groff
1.1. or ___.~a~.!!~1.L.__...._ ._-- __ , Cumb.rland County, Pa., d.c....d .nd Ihat tho
within Is .n Inv.nlory mod. by William and ROller, tho s.ld Co-Executors
or Ih. .nllro .st.l. or sold d.c.d.nt, consIsting or all tho p.rson.1 prop.rly and rool .state, .xc.pt rool .stal. outsld.
Ih. Commonw..lth or P.nnsylvanla. and Ihat tho figur.s opposlt. .ach Item or tho Inv.ntorY~. r...nl It's ralr volu.
os or tho date or dec.denl's de.th. I ;" \ /: tJ.~
ttk&u/Ir c/o {h.; .
Sworn ...nd subscrlb.d beror. m., / ! ?>. ~
Ew cutor . Aclmlnl,tr.'or
t. .
30 Skyline Drive
60 W. Pomfret Street
Mochanicsburg, P^ 17055 Carlisle, P^ 17013
Addr...
Date or D.ath
31
O.Y
Mav
Month
1995
Vu,
INSTRUCTIONS
I. An Inv.ntory must b. /lied within throe monlhs art.r appolnlm.nt or personal r.pr.sontallv..
2. A suppl.m.nt Inv.nlory musl b. filed within Ihlrty days or discovery or .ddltlonal .uets.
3. Additional sho.ts ""'V b. a"~ched os to p.rsonally or really
_.~ f' 14.':"-
4. Se. Article IVI Fiduc)irl.. Act!.r 1949.
r
~
,.,
1.':"1
;:;!
'.'1'
u;"
In
PI
l;:
<.38
~ .,;
W II
~
~ !( 'H ..
W ..
'" l>. ... 'H U C
.... 0 Hl 0 " II .....
"i' g w .. C '" e ~
i= ~ t.:> .. II
l>. 0.. c
.,., ... u. .,; ... ~
'" Z .... ~ 0 . .. 0.. 0
I W U. < ..., '" . :I:
.... 0 u :f '" <
'" > Z '"
Z 0 c .c c ..
... " ..
'" Z 0
0 "" 0 U OIl
Z w < .. .... 0
l>. 0 ." '"
'" c
- ~
0 ~
"
.<l ." ....
.. E 0
- II
.. " it 0
.... U III
1
Church of Cod lIomu, Inc" OyltrJlu)'IIlunl rofund
2
Church of Cod Homa, Inc., r..ldunt trult fund
balanco
3
CoraStalol.Hanllton aank. certificate or dupa.it
D0684643
4
Cor.Statal-Hamllton Bank. checkl"a acct. ,3133.5035
~
Dauphin Dopa, It Bank & Trult Company, cortlllcato
aC dopoolt ,S000194007
Dauphin Dopa.lt aank , Trult CDDpany, cortlflcate
oC dopoolt ,SOOOI96549
6
7
Dauphin Dopa.lt Bank & Trult Company, cortlllcato
oC dopaott ,S000262002
, S
Dauphin Dopa.lt Bank & Trult Company, cortlflcato
aC dopaolt 'S0006SS42~
9
Dauphin Dopa.lt Bank & Trult Company, certificate
oC dopaolt DSI0002S931
10
Dauphin Depollt a.nk & Trult Comp.ny, certificate
oC dopoolt ,S100143471
11
Dauphin Dopa.lt Bank & Trult Company, certlflcata
oC dopao. t DSI0023004S
12
Hollon Bank, N.A., Income cortlflcate ,00057369
13
Hellon Bank, M.A., Income certlflcato '00057389
14
Hollon Bank, N.A., Income certlflcata ,0057419
1~
16
Hellon Bank. H.A.. income corclflcate '190-0802~2C
Ensasement rins. wedding rlns. diamond band
appraised by Harry E. Donaon
Porlonal proporty lold
2812 shares, CoreStateB Financtal Corp., common
.tock
17
IS
19
20
1 sharD Ponn Powor t. Llsht. 4 1/2:l preferred
United Status Soriel HH .avings bond OV23439.
lssued July 1980
Unitod Statu. Soriol HH lavJng. bond OH9843l,
i.lued July 1980
United Statos Sorlol HH I.vings bond OH98432,
l.sued July 1980
Unitod State. Serlos HH .avins. bond 'H98433,
l..uod July 1980
Unitod State. Sorlo. HH ..vinS_ bond ,H98429,
loouod July 1980
21
22
23
24
25
United State. Sorle. HH lavinSI bond ,H98430,
i..ued July 1980
Unitoa :aUtoe ~orhe 1m ..vl"S. bond 'D84189
hlued July 1980 .
26
1.84!>>.OO
63.~1
S,061.20
4,424.S8
6,006.33
10.0U.34
12,792.93
12,019.99
12,OO1.S9
10,043.1~
25.087.26
~,017.70
~,OI9.54
10,060.S1
12,04~.44
545.00
38~.00
9~.494.00
19.25
5,000.00
1,000.00
1,000.00
1,000.00
1,000.00
1,000.00
50U.00
'.
.....,..
REV-1547 EX AFP 112094*
COtft)HW(ALtH Of PENNSYlVANIA
DEPAAT"ENT OF REVENUE
IUREAU OF INDIVIDUAL TAXES
DEPT. IID601
IlARRlSlUAG, PA 17UI.D6Dl
ACN 101
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF OEOUCTIONS AND ASSESSHENT OF TAM
DATE 12"18-95
FILE NO.
05-31"95 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF TNIS FORH WlTtt YOUR TAM
PAYHENT TO TNE REOISTER OF WILLS. HAKE CHECK PAYABLE TO "REOISTER OF WILLS. AOENT"
REMIT PAYMENT TOI
ROGER 8 IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUM8ERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount R..itt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ifili:ii;W"iic"iiFP"n'Z-;94"j"iiiiYiciuciF-YNHiiiifANCi"i:A'iniPPRA-mifiii'r;-iiiXciiiANCi"jiRmm--umm-
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF GROFF DOROTHY J FILE NO. 21 95-0512 ACN 101 DATE 12-18"95
TAM RETURN WAS' I XI ACCEPT EO AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE Of RETURN BASED ONI ORIGINAL RETURN
1. Rool E.toto ISchodulo Al 11)
2. stock. and Bond. ISch.dula 8) (2)
S. Clo.aly Hald stock/P.rtnar.hip Intara.t (Schadul. C) (S)
It. "ortgaga./Nota. R.caivabla ISchadula D) (4)
S. Caah/Bank D.po.it./Hi.o. P.r.onal Prop.rt, (Sch.dula E) (5)
6. JointlY Own.d Prop.rt, ISchadula F) (6)
7. Tr....at.r. ISchedula 0) (7)
8. Total Auat.
I CNANGEO
.00
106.013.25
.00
.00
135.434.97
.00
.00
IB)
241.448.22
APPROVED DEDUCTIONS AND EXEHPTIONSI
29.576.39
9. Fun.ral Exp.n.../Ade. Co.tI/Hilo. Exp.n... (Schedula H) (9)
10. Oobh/H.doooo Lloblllt1u/Llon. ISch.dul. II 1101 431.94
11. Total D.duction. Ill)
12. N.t Valua of Tax R.turn (12)
1S. Charltable/Gov.rn".ntal aaqua.h (Sch.dula J) (13)
14. N.t Valua of Eatata Subj.ot to Tax (14)
NOTEI If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of !bh returns assessed to date.
ASSESSHENT OF TAXI
15. AMount of Lina 14 at Spou.al
16. AMount of Lin. 14 taxabla at
17. A.ount of Lina 14 taxabl. at
18. Prinoipal Tax Du.
3D. DDn n
211 ,439.89
20,450.00
190,989.89
will
rat.
Linaal/Cl... A rata
Collataral/CI... Brat.
.00
.00
190.989.89
M .00.
M .06.
M .15.
liB)
.00
.00
28,648.48
28,648.48
liS)
1161
117)
TAX CREDITS I
PAYHENT
OATE
08"31"95
OISCOUHT It I
INTEREST 1"1
\,432.42
RECEIPT
HUHaER
AA04819Z
AHOUNT PAID
27.216.06
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
28.648.48
.00
.00
.00
. IF PAlO AFTER DATE INOICATEO. SEE REVERSE
FOR CALCULATION OF AOOITIONAL INTEREST.
IF TOTAL OUE IS LESS THAll n, NO PAYHEHT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
OC)
C
,:.n
-'
r:~..
REIlRVATIDNI Elt".. of decedent, dying an or blfor. Dec.-ber 12, .,az .. If ~>> future lnt.t..t In t~ ..tat. 1.-tr~.f.rr~
In po.....lon Dr MJornnt to el... . (coUe'lull benefJohrt.. 0' the deced-nt aftar the l.plraUOIJ of ."y',.tata for
II'. or for y..r., thl C~.lth hereby I.pr...l, r...rv.. t~ right to .ppr.l,. and ...... 'r-Ol'.r l~rltenc. 'IX"
.t the 1""\11 el... . (coU,t,r,U nt. on ....y IIuch 'utun Inh,...t. ' .
PI.IIlI'OU Ill'
NOTICE I To 'ulflll the r.qulrlunh 0' SICtlon UU 0' tM Im.r-ltancl llnd Elt,t. Tn Act, Act 2Z of .991. 72 P.S.
SuUon Z14D.
PA\'tENT, DetKh the top portion of this Halle. Md ,ubIIlt .dth your pIYllent to the RIght,,. of W11.. printed on thll r,vI,... .Ia.
-~"ek. check or 110M' ord.r p"abl. tal REGISTER OF MILLS, AGENT
&U p.penh rlcllv'" ,1\811 flr.t be ..-l1ed to WI' lnt.nlt which .., ba due with ....y ,....Ind.r .",Uad to the hx.
REfUND CCAh A ,,"uncI of . t.x credit, which .... not requutH on the Ta. Raturn, .ay ba rMl'Mltad b~ cOIIPlaUna .,. "Appl1uUon
for Raflnd of Pannsvlv~l. IntM"ltllnCa and btlt. r..- (REV-UU). Applic.Uonl .r. anll.tJ.. at thll Offlc.
of thll Rqist.r of "1111, MY of the 2S R.vlN'lUe District Offlc.., or by c.lllna thll .pechl U-hour
.,..,."Jng ..rvJc. nueDer. far fan. ordering. In P....,.ylv.,l. l..aOO.36Z-Z050, out. Ide P.nn.ylv..,l. and
within local Harrisburg .rea (717) 7a7-aO~, TOOl (7171 772-2252 (Haarlna lapaired Onlyl.
OIJECTIONS. Any p.rty In Intlra.t not .atl.fl.d with thl ~r.I..-.nt, Illow~c' or dl..llowance of deduction., a" .....aeant
of ta. (Including dl.count or Int.r..t) a. .hown on thl. Notlc. .u.t objlct within al.ty (60) dlY' of rlclIpt of
thl. Katlu by.
--written protut to the PA Olpart.ant of R.venue, loard of Appe.", Oapt. 211021, Hlr"labura, PA 1717a-1021, OR
--alHUon to hlv. the ..ttar dat.r.lnad .t audit of the account of the p.r.onal rapru."t.UvI, OR
--appa.1 to tha Orp~.. Court.
ADHIN
ISTRAlIVE
CORRECTIOHSI
I NTERES"
f.utu.1 arror. dllcovarld on thl. a......ant .hould bl Bddr".ld In wrltlna tal PA Olpa"t.ant of RIV~,
Bur.eu of Indlvldu.1 TalC", ATTHI Po.t A.......nt RI\II.w Unit, D.pt. zaD601, lIarrI.bura, PA 11128.0601
Phone (1171 787-6505. S.. Plge S of the bocHtlat ''In.trucUon. far Inharltenu Tax R.turn for. Ruld."t
Olcldant.. CREV-I501) for an IlCplan.tIon of Bdllniatrltlv.lY corr.ct.bla arror..
If eny tlX due II paid within thr.. CS) cllnar IKInth. .ftlr t~ dlcldant., d..th, . flv. parcant (S:U dllcount of
the ta. p.ld I' allowld.
Intarut II chargld baglnnlna with fIrat d.y of dallnquancy, or nlna C91 .-onth. and an. (I) day froa the d.ta of
da.th, to thl d.ta of pay...,t. T,lCa. which bae..a dallnquent be for. Jenuary I, 19a2 bea,. Intara.t at thl r.ta of
.1. ('~) parcent per ~ calculetad at a dailY r.ta of .000164. All talCa. which baca.. dallnquent on and .fta,.
Januar~ I, 1912 will baar Intareat .t . rat. which will vary fr~ calendlr yaar to c.landar Ylar with th.t r.t.
announced by thl PA Depa"tllnt of R.venua. The appllcabla Int."..t r.t.. for 19.2 through 1995 aral
DISCOUNT I
~ Intera.t Rate D.llv Interllt Fletor !!!! tnta"..t Rita DIUy Inter..t Factor
1982 2D~ ,OD0541 1917 ,. .000247
1915 16~ .01045. 1914.1991 1l~ .000:501
1984 11~ ,000501 1992 .~ .0a0247
1915 UiC ,D00:556 I,.,S.11J94; '" .000192
I'" l'~ ,000274 1995 .~ .oa0247
utnhr..t Is cllculated .. followlI
INTEREST . BALANCE OF TAX UNPAID X HU"BER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
--An~ Nolin I..ued aftlr thl talC b.cHa. delinquent will nflect an Intatllt calculaUon to 'Iftaan (15) dlY'
beyond the dltl of tha ......lIent. If plyeent h uda aftar tha Intlr..t coaputaUon d.te .hawn on the
Notlcl, additional Intlr..t .ust ba calculatld.
,