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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 on ~ <=(7: ~ /i ,. L~ f= t. L,J C', .:. :,...... '0 .\ -J'_ B :J;.;..l. 0 :0 "1' (1) ;":. r) '- ...l. en .:> w.l_ Called attorney on 7-7-95. 21 - 95 - 512 0 t'~ '5 R ~ a.: (/) 0\ i") r.~ ;::.~ c:: ..:J ..- <.-: ~ '"9 ,./ ~ ."J ,l' 'C "'0 ;'" .11 ~'n! .n '" ~ "0 E 0: cu:::J 0: UO .' .' 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 ($20,000.00) Dollars, then I give and bequeath one-tenth (1/IOth) of the net amount for distribution to the Church of God of Columbia, PeMsylvnnia and the Church of God Home, Inc. for the Forever Caring Fund; Carlisle, PeMsylvania, in equal shares. -' ...'. ~ -.." -,',-,," " - . " .' -- '!'{'wr!;lJ"lJf?j"frlt~'[i~Mi>~w"'Lt!i'()F.~;N$YLV..'~IA. ..~ -J''''!!~!~rIt~f''W~ ~~~I DNO AA04819Z"""""""'DEPAIlTMENTOPRIVENUE ,. ". .... . ".:.",,' j,' "',.'" ." I (;'i.,,~.":;j";I"" .', "<;'~F~:C:I~I':~~c:~l;".PENNSYi.VANIA INHERITANCEA~DESTATE TAX.\, ' ,..,;,':; "~ I I I I I I RECEIVED FROM, I ACN 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 vz ICXDHUfJ I I I r , I I I , I I I , I I . i 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;," , . t ._- - - -- ---~-- - ---__ --.-__ - ~ -. --- '-:--,.__-,- - - - -. - - - - -----~--"';:7'--,~--,,-! ~, ' t ROGER e IRWIN ESQUIRE .' , .._-' r~' ~- ;'. \. --_--~~d r' .,- .. I !] - 1-1 ~'- 1-) 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 ~ C I ~ 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 C P f I ~ C ~ + u L T o N ~ C o M P J o N 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 I I 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''';'' I I: ! 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) ~. ':; AIV.lIlJElC+".S7) 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. ~. . I i ! 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. ,