HomeMy WebLinkAbout95-00531
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No.
21-95-531
Estate of
MIRIAM M. CLOUSE
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW July 13TH. 19~. in consideration of the petition on
Ihe reverse side hereof. satisfaclory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JanuaJ:V 24 th.1995
described therein be admilted to probate and filed of record as the last will of
MIRIAM M. CLOUSE
and Lelters TESTAMENTARY
ure hereby granted to BARRY L. CLCXJSE
9J~~.~~ IUA/jt'~
Rellsl.. of Willi '
MARY C. LEWIS
FEES
Probate. Lelters, Etc. ......... S 25.00
Shorl Certificates( 3),.."...... S 9.00
Renunciation ................ S
JCP S 5.00
X-Pages TOTAL _ S 30.00
69.00
Flied . July . 13.tb.l'l95. ................
MICHAEL J. HANFT, ESQUIRE (57976)
ATTORNEY (Sup. Ct. I,D. No.)
11 W. Pomfret Street. Suite 2. Carlisle, PA
ADDRESS
(717) 249-5373
PHONE
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Put in Attorney's File on July 13,1995.
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LAST WILL AND TII:STAMli:N'I'
Olil
MmlAM M. CLOUSli:
I, MIRIAM M. CLOUSE, of West pennsboro Township, Cumberland
county, Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and declare this to be my
Last will and Testament, hereby revoking and making void all
previous wills and Codicils heretofore made by me.
FIRST
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I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as
soon after my death as is reasonably possible. However, my
personal representative need not accelerate and pay those
unmatured obligations which, in his, her or its opinion, it might
be proper and more advantageous to retain or renew and pay as
they become due and payable. If I do not own a burial plot or a
grave marker at the time of my death, I authorize my personal
representative, in his, her or its sole discretion, to purchase a
burial plot and to erect a suitable grave marker at my grave, and
to expend sums from my estate for this purpose.
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
SECOND
I give, devise and bequeath the fOllowing property with all
insurance proceeds thereon as follow:
A. To my daughter, ANGELA M. CLOUSE, I give, devise and
bequeath all of my jewelry, my clothing, and my rocking chair.
B. To my son, BARRY ROBERT CLOUSE, I give, devise and
bequeath his grandmother's desk, all of my guns, all of my tools,
and the first option on my home, provided that he pay my
daughter, ANGELA H. CLOUSE, one half of the equity in said home.
THIRD
I give, devise and bequeath the rest, residue and remainder
of my estate, together with all insurance proceeds thereon of
whatever nature and wheresoever situate to my beloved spouse
BARRY L. CLOUSE, providing that he survives me by sixty (60)
days.
FOURTH
Should my spouse, BARRY L. CLOUSE, predecease me or die on
or before the sixtieth (60th) day following my death, then I
give, devise and bequeath the rest, residue and remainder of my
estate together with all insurance proceeds thereon of whatsoever
nature and wheresoever situate in equal shares to my children
BARRY ROBERT CLOUSE and ANGELA M. CLOUSE, who survive me by sixty
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
(60) days per stirpes. It is further my desire that my personal
representative, after consultation with any heir or heirs of mine
who survive ma, and in his, her or its own discretion, choose
such articles from my tangible personal property (exclusive of
cash, stock certificates, bonds, and all other tangible evidences
of intangible personal property) as he, she or it believes will
be useful to such heir or heirs or desirable for him or her or
them to have, either from a sentimental point of view or
otherwise, and to deliver such articles to such heir or heirs or
among such heirs in equal or unequal shares as determined by the
further exercise of his, her or its discretion, provided no other
heir objects to the distribution. All tangible personal property
not so distributed is to be sold, either publicly or privately,
by my personal representative, adding the proceeds of such sale
or sales to my residuary estate and to be disposed of in equal
shares among my surviving heirs after payment of my estate debts,
taking into account the tangible personal property otherwise
provided to them.
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FIFTH
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If my spouse does not survive me and it is necessary to
appoint a Guardian for one or more of my children, then I
nominate, constitute and appoint ROBERT AND ROTH ANN WONDERS, of
Shippensburg, Pennsylvania, as Co-Guardians of the person and
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
property of each of my children who require a Guardian. If
either of both ROBERT AND RUTH ANN WONDERS are unable or
unwilling to serve as Guardian, I nominate, constitute and
appoint HILBERT AND KAY GOSSAGE, of Newville, Pennsylvania, to
serve instead. I direct that no Guardian shall be required to
give or post bond for the faithful performance of the Guardian's
duties in this or any other jurisdiction.
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SIXTH
Any devise or distribution under this Last Will and
Testament which is payable to any beneficiary who may be under
Twenty-Five (25) years of age or, in the judgment of my personal
representative, mentally disabled, shall be held in a separate
trust by my personal representative as Trustee until such
beneficiary reaches Twenty-Five (25) years of age during such
period of disability. In the case of a beneficiary under Twenty-
Five (25) years of age, the Trustee may distribute up to one-
third (1/3) of the then remaining principal and accumulated
income on the request of the said beneficiary, at or after
attaining Eighteen (18) years of age; the Trustee may distribute
up to one-third (1/3) of the then remaining principal and
accumulated income on the request of the said beneficiary, at or
after attaining Twenty-One (21) years of age; the Trustee and up
to the entire remaining balance of principal and accumulated
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
interest at or after attaining Twenty-Five (25) years of age.
During the term of any trust created pursuant to this Paragraph,
the Trustee is authorized to expend and apply so much of the net
income and principal of each such trust as the Trustee shall
consider advisable for the health, maintenance, support, and
education (including college education, undergraduate and
graduate) of each such beneficiary until he or she attains
Twenty-Five (25) years of age, or until all such amounts are paid
out of trust. I direct that no Guardian shall be required to
give or post bond for the faithful performance of the Guardian's
duties in this or any other jurisdiction.
SEVENTH
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I grant my personal representative the following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of
shares.
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
(c) To manage, operate, repair, improve, mortgage or lease
on any terms any real estate held or owned by my
estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle af
diversification or any other statute or general rule of
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
broadest investment powers possible, providing such
investments do not unnecessarily prevent the prompt
settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit
in his, her, or its absolute discretion.
(g) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the United
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
States of America or the commonwealth of Pennsylvania
concerning estate and inheritance taxes on any
interests that may pass under this my Last will and
Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and
proper by my personal representative for the proper,
advantageous and prompt management of the settlement of
my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it may
seem best and to execute and deliver all instruments
and to do all acts which he, she or it deems necessary
or proper to carry out the purposes of this, my Last
Will and Testament.
EIGHTH
No interest of any beneficiary of my estate, either in
income or in principal, shall be subject to anticipation or
~ pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
his interest either in income or principal, nor shall ,the
interest of any beneficiary be liable or subject in any manner
while in the possession of my personal representative for the
liability of such beneficiary.
NINTH
I nominate, constitute and appoint my spouse, BARRY L.
CLOUSE, as Executor of this my Last Will and Testament. In the
event my spouse is deceased, unable or unwilling to serve or
shall cease to serve for any reason whatsoever, then I nominate,
constitute and appoint my attorney, MICHAEL J. HANFT, ESQUIRE, as
personal representative of this my Last Will and Testament. I
direct that my personal representative shall not be required to
give or post bond for the faithful performance of his, her or its
duties in this or any other jurisdiction.
TENTH
I hereby declare it to be my expressed desire that my
personal representative employ Michael J. Hanft, Esquire, of
Cumberland County, Pennsylvania, for legal advice and assistance
regarding this my Last will and Testament, he having considerable
knowledge of my affairs, views and wishes respecting any matters
that may arise at the probate of this instrument, the
administration of my estate, and the execution of the powers
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
herein mentioned. Any mention of Michael J. Hanft, Esquire in
this my Last Will and Testament, is my free and voluntary act and
through no influence by any person.
IN WITNESS WHEREOF, I have hereunto set my hand to this my
Last Will and Testament this 24th day of January, 1995.
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MIRIAM M. CLOUSB
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, MIRIAM M. CLOUSE, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I
signed it willingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
lJ)UJUA.Jk ~ (!6;tA-'---
MIRIAM M. CLOUSE
Sworn or affirmed and acknowledged before me by MIRIAM M.
CLOUSE the Testatrix, this 24th
d.y of J.nu.ry, ,..,~
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NOlarlol Soal J
Michael J. Hanlt, Notary Publlo
Car"ala Bora, Cumberland Coun
My Commission El<plre. April 13, 1 ~o".
Mambor, F'Iml;yMlnia~."""',*",cI NouJ"'.
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LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
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WE,
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and (lRrol ~,
the foregoing document, being duly qualified according to law, do
depose and say that we were present and saw MIRIAM M. CLOUSE
sign and execute the instrument as her Last Will and Testament;
that she signed willingly and that she executed it as her free
and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testatrix
signed the Last Will and Testament as witnesses and that to the
best of our knowledge the Testatrix was at the time 18 or more
years of age, of sound mind and under no constraint or undue
, the witnesses whose names are attached to
influence.
Jjfj rJ~[
(1\CllJ tt~trl,-""k;)Y'a...J
Sworn
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or affirmed and subscribed before 'me
and 0A>..rc.,1 A~\d~l,bc._D1.,
by
f),If,im
this 24th day
of January, 1995.
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Notariut sonl
Michael J, Hanh, Notary Public
Carllale BolO, cumborland County
My Commlaalon El<1llrOsAprI113.199B
MerrobO<, f'e<V'l'Il'I..... As5O(ia1ioll 01 NoW'lS
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
ESTATE OF MIRIAM M. CLOUSE
No. 21-95-0531
CERTIFICATION OF NOTICE UNDER RULE 5.6(al
Name of Decedent: MIRIAM M. CLOUSE
Date of Death: June 17, 1995
Admin. No. 21-95-0531
To the Register of Wills:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court RUles was served on or mailed
to the following beneficiaries of the above-captioned estate on
August 11, 1995:
~
Address
Barry L. Clouse
300 Grahams Wood Road
Carlisle, PA 17013
Barry Robert Clouse
300 Grahams Wood Road
Carlisle, PA 17013
Angela M. Clouse
300 Grahams Wood Road
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under
RUle 5.6(a) except: NA
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HANFT & VOHS
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Attorney ID No. 57976
11 West Pomfret Street, Suite 2
Carlisle, PA 17013
(717) 249-5373
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Respectfully submitted,
Date:
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A~~ust 11, 1995
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Counsel for personal representative
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
,II' APPlICA8U!!IIURVl'VINO SPOUSES NAME I lAST. 'IRST AND I,I,OOI.E INITlAll
Clouse Deny L.
. t, O<tglnol Rolum '0 2.' Bupplomontl' Rolum
C 4. Limned Estlle C .... Future Inl.rtll Compromlu I'Cll'dtltl 01 d.,1t!
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III a. Deced.nl Ded T..tal'IAtlechCOOy [] 7. OecedenlMllntllned a Living Trult(AttKh
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. C V. L1t1g.UonProceedIRecelved C to. Spou..IPov.rtyC,edll{d.I,oIa..thbef'wMn [] ".ElecUonlolaxund.,Sec,V,t3(A}IAl1KhSc:hO)
12.:Jt."~,,,.g&.
: TH~!,,!!,S!!ON MUST BS COMPLB1!.D. ALL CORR!I~,DNDSNC!!-ND C.2!!!!~.'l,~,L,~~ I~~~I!,.~~N SHOULD IS DIR!CTBD ,TO:~,>I ;';',1;<",~,7 !;;r, ';
NAME u..lMP\.ETc: MAllIl"NlWLJKESS
, Michael J, Hanft, Esquire
,IRMNAME IIf,pplIUbIe)
, Law Office or Michael J. Hanft
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DECEDENT'S NAME lLAST. 'IRST.AHO MIDDlE INlflAtl UN' bltt*l>Iocllo "9.,.1. word.
, Clouse, Miriam M.
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SOCIAl SECURITY NUMBER
f!-
1)lrlU"lIJI,lUflU'
;""1 2 1 "~Y( '"'9 S1i"'O'OS31t'\"'t-Ji
~C9lINJY~lt(i)1.Hl.{'li'tJ~~~.a.~
DATE OF 81RTH
.'~(O)~W
DATE. OfOEATU
184.50.5384
06/1711995
07/03/2056
SOCIAl. "CURITV NUMBER
Thl, rttvm mUM be NMll'l ~l' wttI'llN
REGISTER OF WILLS
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TELEPHONE HUMBER
(717) 249.5373
I
1. Real Eatate (Schedula A)
2. Slocka and Bonda (Schedule B)
3. Closely Held CorporaUon, Partnership or Sol"'Propriatorshlp
4. Mortgages & Notea Recalvable (Schedule D)
5. Cash, Bank Depoalts & Miscellaneous Pe"lOnal Properiy
(Schedule E)
6, JolnUy Owned Proparty (Sehedule F)
7. Inter.Vlvos Trans'e.. & Miscellaneous Non.Probate Property
(Schedule G or L)
8. Total Gron A..ela (Iolal Lines 1.7)
g, Funeral Expenses & AdmlnlstraUve Cosls (Schedule H)
10. Debls or Deeedenl. Morigage Liabilities. & Liens (Schedule I)
11. Tolal Deduetlona (Iolal Llnas 9 & 10)
12, Net Value of Ea.a.e (Line 8 minus Line 11)
196.48.2190
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c.- 3. R.malnd., R.lumtfotdaln'oIdMl'I"pfto,IO '2,""2)
C S. Feder.1 Estill T'I R.lum Requited
8. Total Number of s.r. Otpollt Boll"
19 Drookwood A venue, Sulle 106
Carlisle, PA 17013
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(8) 12.000.~0 1
""~""~""II"'''''''''lt'''-II'",,","pr~1
(g) . 5,123.12
(10)'''''''''''' ,.",.."..'H.
!
.'l;f'~~''''~''. '-".~f't,-,,,,"'h'r:,.\ .
(11):' "5J2'3,12'
;---=--._-
(12);
(13)1
(14);
..~~' 'J '~TO(i'j '--i1'5) ~
J · .08 (18):
"""J
l . .15
,
_ J
i
,
insolvent ~
13. Charilable and Governmental Bequests/See 91 13 Trusts for which an elecllon to tax has not
been made (Schedule J)
14, Na' Valua 8ubleello Tax (Line 12 minus Line 13)
NRE NsmM;:TURN"
OTHE~'.hVE~TATIVE
"........ .l.
(17):
(18)1
.
I
..
I
a
I 15. Amount of 110814 taxable at (he spousal tax rate
See Instructions on reverse side for percentage
16. Amount of line 14 laxable 8t 6% rale
17. Amounl of lIne 14 taxablo aI15". rale
I 18. Tax DUI
19, 0 Check here If you are requntlng a refund of your overpayment.
~. ': -.: ~'::::" ::,~. :~'~~.:..... :::: ;:lli~X~ '~'.~~;:,8!'8UAe TO -ANSWI!,,'AU; qu~"noN'~O~-R!V!RSI!~ .jO! ~N.~'~~~tI~ctt~n,.~c:l,~l~,:-~,i_~~~~~ i,;;~~!:~.,ti~'.i]'~ 1
I.Jnl:s.r peMIlln 01 C*)Ury,1 d<<::I....1tIa11 h.lve ..amll\ld WI rllum. ~ .ccomp~ 1ChtduI4i. ,nd ..,temenl'. and 10 ~ belt cI m)' know4Idlle and bt/lef. II II InIe. COttKI and complete.
OtdIl'.lICtl 01 prep.,... OCher th," the f*SONI (epr..enl.t1ve ~ baled on.' inform~<rbord:;l;~;'W~'o'd~it~rlle. I
Sl:"'~SONt..PON~~O~F~RET~":+' " ~~~i:~~,PA 17013__ _ .___..'_..m__Z/!'/.I~~d
- S -- -- . ------.---.-------- H______.__ ______4
Affl'lirgokwood Avenue, Suite 106, Carlisle, PA OATE 1-
17013 .. . .. , , 7"'"~_,~
ADDRESS DATE-
Rcvi.>")'
fin,
,)1
:)l:;
'."
,\'
'[x) JJL 20 r 2 :02
C;1~rh .
r.l.lmblll;;,i:l
",,-,;1(1
PA
:t d
.) l"'f\'q ft'-:
'It .' ," ..., "
-- . ~ "-.: 'I "
". 'Ill I, ii \
, <' -'_~. .._,~::_, l /
Oecedent'e Complete Addre..:
300 Gmhlll1l' Wood Road
CITY
! STATE PA
;ZIPI7013""'--' .
Cnrli.lc
Tax Paymente and Credits:
1. TI. OtJe (Plgl 1 Un116) (1)
2. CredllllPlymenl.
A, Spou..1 POVlrty C,edll
S. Pdo, Plym.nl.
C. DI.counl
. .---------
TOI.I Credlll (A + B + C) (2)
. -.< - - _.- --.---
3. InlllOlliPln.11y If .ppllcable
D. Inlere.1
E. penelly
(3)
(4)
(5)
(SA)
(5B)
Tolallntare.liPenally (0 + E)
4, It line 21. g,eeter than line 1 + line 3. ente, the dlllerence. Thl. I. the OVERPAYMENT,
Chick box on p.ge 1 Line 11 10 "quOlle ,,'und
5, II line 1 + line 31. greata' than line 2, enla' the dlllarence, Thla la Ihe TAX DUE,
..------.-..---
---------
A, Enter thelnle".1 on th.la. dua,
-.-- -. -- ------.--
IiIJ
B, Enllltha 10111 01 Un. 5 + SA, Thl. I. th. BALANCE DUE.
Mak. Chack Payabla /0: REGISTER OF WILLS, AGENT
--- -
<..---..-------
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old deced.nl make .tran.'er .nd: Yea No
.. r.laln th. u.. or Incom. of tha prop.ny t'.n.l.rred;.......................,..,...................,............,................. 0 1m
b. r.laln th. dghllo da.lgnata who .hall u..th. property Iran.r.rred or 1I.lncom.,.......................,........ 0 1m
c, rulaln a r.v.rslonary Int.r..t; or........,....,.....................,..............,....................,......,.....,......................, 0 1m
d, recolva th. proml.. fo, III. of ellh.' paym.nts. b.n.fit. or car.?....................,........,.........,.............,.... 0 1m
2. II dealh occurred on or b.fore Dec.mb., 12. 1962. did d.ced.nt wllhln two y.ars pr.cedlng death tr.n.fa,
property without ,.celvlng adequal. con.ld.rallon? If death occurred an., Dacemb.' 12. 1982, did
d.cedenl tran.re, prop.rIy within on. y.a, of d.ath wllhout ,.celvlng adequate con.ld.rallon?,................... 0 1m
3, Old deced.ntown an 'In trust fo( or payabl. upon dealh bank eccount or ..cudly at hi. 0' h.' d.alh?...... 0 1m
4, Old dacedentown an Individual r~lIrem.nt eccount. ennully, 0' oth., non.probale p'op.rty?...............,........ 0 1m
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS VES,
VOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
72 P.S. S9116 (a) (1.1) (I) provided 10' th. reducllon 01 th.la. ral.lmpo.ed on th. n.1 value of Iran.lers to or lor the us. 01 the .urvlvlng .pou.. lrom
6% to 3% fo' dal.. on 0' anll July 1, 1994 and b.for. January 1, 1995,
72 P,S. Sg116(a) (1.1) (II) provided lor the reducUon 01 the rat.lmpo.ed on tho net valu. 01 tran.f.rs to 0' 10' the u.. of th. .urvlvlng .pou.. from 3%
to 0% 10' dat.. on 0' .n.r January 1. 1995, Th. .tatul. do.. nol.xempt a tran.ferSo a .urvlvlng .pou.. lrom tax, and thoslatulory ,equl,em.nts 10'
dl.elo.ur. of ....1. and nllng a lax ,etum are .111I appllcabl. .v.n If th. .urvlvlng .pou..I. th. only b.n.nelary,
FOR DATES OF DEATH ON OR AFTER JANUARV 1,1885. Plea.. an.we' th.lollowlng qu..Uon by plaelng an 'x'ln tha appropd.l. .pace,
Old th. d.ced.nl c,oat. lllU.1 0' .Imltar Irrang.m.nl which I. .01.ly lor th. .urvlvlng .pou..'. ben.m 10' hi. or h.r .nllre
1II.lIm.? f. ~ Vea I::] No
If you I..wered y.. to th. lbov. que.Uon, th. iax on th. tru.1 or .Imlla, arrang.m.nt I. po.tponed until the death 01 th. .econd apou... et v.illch
Umelt will belully taxablo at the ralo(a) appllcablo to th. ,amalndor bononclary(lo.), Enlo, th. valu. 01 th. tru.t on Schedula J, Part II, In order to
ramov.1t from tho calculaUon 01 tha tax du.ln thl. ..tala. You may wI.h to fila Schedul. 0 In ord.r 10 m.ketha alocUon avallabl. under locIIon
9113. II th. olactlon la mado,th. tru.1 or .Imlla, arrangomant la Iaxed In th. ..talo 01 th. nrst doced.nt .pou.o,tho portion ofth. tru.1 or Ilmltar
arrangement which b.nonllth. .urvlvlng .pou..I. taxed at th. zoro lox rata, and th. ,omalndo, la Iaxed .1 tho rato(.) appllcabl.lo th. remainder
ben.nelary(I..), II you cho..to mak.th. .I.cllon, you mu.t attach .chedul. 0 to allmoly-nled ta. ,.tum, .Iong with .chedulo(.) K and/or M In ordar
__,,"0" ..~...._._,'
'*
Schedule E
Cash, Bank DeposIts, & MIsc. Personal
Property
r-- .lUI.YHO/1,.....""VNM.
NCMTNCI ,All NT\fIN
-........
EiTATi:!Oj:=~:U'C. MIriam M,--'-'==O:':":'"""~': ';'.:: -",;
,,'.,::=.=::-"," -/FILE-NUMifE'R
21- 95-00531
<-~_._.._. .._---_._~. --,-
Include the proceed, of IIllgallon end Ihe data tha proceedl ware received by the ell8ta, All property jolnllYoOWl1ed with the rllIht of
eurvlvorahlp mUlt be dllcloeed on Ichedule F,
. ....~-"-~.-..... ~-'''-'-"_._--_._,_.~--..._._...._~.,...~.,, ~_.- ......-... -'''-~'''-+..__.'-_.
ITEM
NUMBER DESCRIPTION
. '. r"" f9liiFcirifEicort:'VINTFAPP209XHTf,i5471"" -. .". .. .. ...-.,-.------ '-'---
VAlUE AT DATE
OF DEATH
---2;000.00
I
\
__ . ___._l
Schedull E TOTAL
s2:-cioo~oo -
.
~,"DP"MlIIl\YNM
NCIIlfTNClf....MT\IIH
."a",,,",,,,,,,
fuBaI~~n& J
Ad,' ......CCllIts
..,. n ,",' ,..'.",,' ="""==--','FILENUMBER '-=--=-~=-, -:",',~'.
.'" ""..,. _, ,.,.__ ,._,____._~..:95. OO~ __... 'n. .
I
I
I
ESTATE'OF' '~;O~:~:~I;:~~~'~,' ,\
... ~.__..... __.___ _...~~..~_.._.._._ __0__
Debts of decedent muet be reported on Schedule I.
ITEM "I' ".'.,., ,..--.,....' ..-- ,.,... ...
DESCRIPTION
,~UMBE.RI FUNERALEXPENSES..."......
I Egger Funeral Home
B.
AMOUNT
,... -.-..- .....--...---.----..-.....- ----.----
4,502.00
1.
i
I
I ADMINISTRATIVE COSTS
II Peroonal RepresentaUve's COmmissions
Bmy L. Clouse
SOCIal Security Numberts) I EIN Number of PerlOnal RepresentaUve(a):
Slreet Address 300 Grahams Wood Road
City Carlisle State PA
Vearts) COmmissions paid
Attomey Feea Michael J,HanR, Esquire
450.00
Zip 17013
2.
3.
Family Exempllon (If decedent's address Is not the same as clalmant's, attach explanaUon)
Claimant
Slreel Address
City
RelaUonshlp of Claimant to Decedent
Probate Fees Cumberland County Register of WlIIs
69.00
Stale
ZIP Code
4,
i
I
,
I
i Accountant's Fe..
I Tax Return Prepal'Ol's Fe..
I
I
I Other AdmlnlstraUve Costs
,
,The Sentinel. Fcc to advertise LellelS Testamenlary
I
,cumberland Law Journal- Fee to advertise LellelS Teslamentary
62.12
40.00
s.
8.
7.
_._.._. .. .____.__._____._________....________... ...._.___...... _.-'-0---'
Schedule H TOTAL
5,123.12
.
~.- ...'- --"-~- .....-
. ,
. .
\ ,
LAST WILL, AND TESTAMENT
:! OF
MIRIAM M, CLOUSE
I, MIRIAM M. CLOUSB, of West Pennsboro Township, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory
and understanding, do make, publish and declare this to be my
Last Will and Testament, hereby revoking and making void all
previous Wills and Codicils heretofore made by me.
FIRST
J
~
I order and direct my personal representative hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as
soon after my death as is reasonably possible. However, my
personal representative need not accelerate and pay those
unmatured obligations which, in his, her or its opinion, it might
be proper and more advantageous to retain or renew and pay as
they become due and payable. If I do not own a burial plot or a
grave marker at the time of my death, I authorize my personal
representative, in his, her or its sole discretion, to purchase a
burial plot and to erect a suitable grave marker at my grave, and
to expend sums from my estate for this purpose.
1
LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
SECOND
I give, devise and bequeath the following property with all
insurance proceeds thereon as follow:
A. To my daughter, ANGEL~ M. CLOUSE, I give, devise and
bequeath all of my jewelry, my clothing, and my rocking chair.
B. To my son, BARRY ROBERT CLOUSE, I give, devise and
bequeath his grandmother's desk, all of my guns, all of my tools,
and the first option on my home, provided that he pay my
daughter, ANGELA M. CLOUSE, one half of the equity in said home.
THIRD
I give, devise and bequeath the rest, residue and remainder
of my estate, together with all insurance proceeds thereon of
whatever nature and wheresoever situate to my beloved spouse
BARRY L. CLOUSE, providing that he survives me by sixty (60)
days.
FOURTH
Should my spouse, BARRY L. CLOUSE, predecease me or die on
or before the sixtieth (60th) day following my death, then I
J give, devise and bequeath the rest, residue and remainder of my
.~ estate together with all insurance proceeds thereon of whatsoever
r.'
nature and wheresoever situate in equal shares to my children
~
..
BARRY ROBERT CLOUSE and ANGELA M. CLOUSE, who survive me by sixty
~
~
:2
3
2
~
c
~
~
LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
"
"
!
(60) days per stirpes. It is further my desire that my personal
representative, after consultation with any heir or heirs of mine
who survive me, and in his, her or its own discretion, choose
such articles from my tangible personal property (exclusive of
cash, stock certificates, bonds, and all other tangible evidences
of intangible personal property) as he, she or it believes will
be useful to such heir or heirs or desirable for him or her or
them to have, either from a sentimental point of view or
otherwise, and to deliver such articles to such heir or heirs or
among such heirs in equal or unequal shares as determined by the
further exercise of his, her or its discretion, provided no other
heir objects to the distribution. All tangible personal property
not so distributed is to be sold, either publicly or privately,
by my personal repre~entative, adding the proceeds of such sale
or sales to my residuary estate and to be disposed of in equal
shares among my surviving heirs after payment of my estate debts,
taking into account the tangible personal property otherwise
provided to them.
FIFTH
If my spouse does not survive me and it is necessary to
appoint a Guardian for one or more of my children, then ,I
nominate, constitute and appoint ROBERT AND RUTH ANN WONDERS, of
Shippensburg, Pennsylvania, as Co-Guardians of the person and
3
LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
~
,
property of each of my children who require a Guardian. If
either of both ROBERT AND RUTH ANN WONDERS are unable or
unwilling to serve as Guardian, I nominate, constitute and
appoint HILBERT AND KAY GOSSAGE, of Newville, Pennsylvania, to
serve instead. I direct that no Guardian shall be required to
give or post bond for the faithful performance of the Guardian's
duties in this or any other jurisdiction.
~
~
~
f
~
j
SIXTH
Any devise or distribution under this Last Will and
Testament which is payable to any beneficiary who may be under
Twenty-Five (25) years of age or, in the judgment of my personal
representative, mentally disabled, shall be held in a separate
trust by my personal representative as Trustee until such
beneficiary reaches Twenty-Five (25) years of age during such
period of disability. In the case of a beneficiary under Twenty-
Five (25) years of. age, the Trustee may distribute up to one-
third (1/3) of the then remaining principal and accumulated
income on the request of the said beneficiary, at or after
attaining Eighteen (18) years of age; the Trustee may distribute
up to one-third (1/3) of the then remaining principal and
accumulated income on the request of the said beneficiary, at or
after attaining Twenty-One (21) years of age; the Trustee and up
to the entire remaining balance of principal and accumulated
.
" '.
4
I.
LAST,WILL AND TESTAMENT .OF MI~IAM M. CLOUSE,
..... .. " ..
, II I'
" I' !l
interest at or after attaining Twenty-Five (25) years of age;
During the term of any trust created pursuant to this Paragraph,
the Trustee is authorized to expend and apply so much of the net
income and principal of each such trust as the Trustee shall
consider advisable for the health, maintenance, support, and
education (including college education, undergraduate and
graduate) of each such beneficiary until he or she attains
Twenty-Five (25) years of age, or until all such amounts are paid
out of trust. I direct that no Guardian shall be required to
give or post bond for the faithful performance of the Guardian's
duties in this or any other jurisdiction.
SEVENTH
I grant my personal representative the following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
,
r, I..;;. '.", , ' dnvestors, ; including but not 'limited ,.to'/l;the voting of,
" I.,
\: 'I 'I
shares.
5
-:.1'
Ii""
,",
,
"
\1
. \I
. ..1
II
.11
! ,;, ~
t<.\
."
LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
.1
.'
i.
I
I
II II
II II
(c) To manage, operate, repair, improve; mortgage or lease
on any terms any real estate held or owned by my
estate.
(d) To operate any businees that J: may own .at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle of
diversification or any other statute or general rule of
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
broadest investment powers possible, providing such
investments do not unnecessarily prevent the prompt
settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit
in his, her, or its absolute discretion.
(g) To borrow money for the payment of taxes or for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the United
"
I
,I
6
LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
~
States of America or the Commonwealth of Pennsylvania
concerning estate and inheritance taxes on any
interests that may pass under this my Last Will and
Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and
proper by my personal representative for the proper,
advantageous and prompt management of the settlement of
my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it may
seem best and to execute and deliver all instruments
and to do all acts which he, she or it deems necessary
or proper to carry out the purposes of this, my Last
Will and Testament.
EIGHTH
No interest of any beneficiary of my estate, either in
income or in principal, shall be subject to anticipation or
_ pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber
~
M
7
LAST WILL AND TESTAMENT OF HI~IAM H. CLOUSE
I' I
"I II
his interest either in income' or prinoipal, nor shall ,the
interest of any beneficiary be liable or subjeot in any manner
while in the possession of my personal representative for the
liability of suoh beneficiary.
NINTH
I nominate, constitute and appoint my spouse, BARRY L.
CLOUSE, as Executor of this my Last Will'and Testament. In the
event my spouse is deceased, unable or unwilling to serve or
shall cease to serve for any reason whatsoever, then I nominate,
constitute and appoint my attorney, MICHAEL J. HANFT, ESQOXRE, as
personal representative of this my Last will and Testament. I
direct that my personal representative shall not be requir~d to
give or post bond for the faithful performance of his, her or its
duties in this or any other jurisdiction.
..
TENTH
I hereby declare it to be my expressed desire that my
personal representative employ Michael J. Hanft, Esquire, of
Cumberland County, Pennsylvania, for legal advice and assistance
regarding this my Last will and Testament, he having considerable
knowledge of my affairs, views and wishes respecting any matters
that may arise, at the probate of this instrument, the
I
administration ,of. my estate, and the execution of the powers
I,
I:
8
LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
,:
.'
herein mentioned. Any mention of Michael J. Hanft, Esquire in
this my Last Will and Testament, is my free and voluntary act and
through no influence by any person.
IN WITNESS WHEREOF, I have hereunto set my hand to this my
Last Will and Testament this 24th day of January, 1995.
JHjStVL
'-{; \.., ,
. , .
J \.' '1 .' I '
/'JULLN't. 1/\, ftn....~"'-_.....
MIRIAM H. CLOUSE
{', ,,'-j I
L~(''"'"\l'_\.., h '~:'I:"I.U'I} ,o.l-"
,
9
LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
,
I
ACKNOWLBDGMBNT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, MIRIAM M. CLOUSE, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will and Testament; that I
signed it willingly, and that I signed it as my free and
voluntary act for the purposes therein expressed.
'-:/l' ()tw~t :1Y1 ~"1; ,<,-,----
MIRIAM M. CLOUSE
Sworn or ,affirmed and acknowledged before me by MIRIAM M.
CLOUSE the Testatrix, this 24th
day of January, 1995. /.. /
/ ... .. . / ,.' i'" '
" I '. I ....t.-...,.,
.1/ .' '- '._'__ .... .... ......:-... . ,.'..~ /' :' ... .."
-
I
I
,..
(
"
.
'I
I,
"
10
"
LAST WILL AND TESTAMENT OF MIRIAM M. CLOUSE
AFPIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
: 55.
WE,
W:\tI~W1 c. lth~
and (,...".,./ ,\
.---, I I . .
.l ,..J ,,'\."".. '\l )"_( ,\
, the witnesses whose names are attached to
the foregoing document, being duly qualified according to law, do
depose and say that we were present and saw MIRIAK M. CLOUSE
sign and execute the instrument as her Last Will and Testament;
that she signed willingly and that she executed it as her free
and voluntary act for the purposes therein expressed; that each
sUbscribing witness in the hearing and sight of the Testatrix
signed the Last Will and Testament as witnesses and that to the
best of our knowledge the Testatrix was at the time 18 or more
years of age, of sound mind and under no constraint or undue
influence.
bJIj r/ /It
l;'lVU
1.__-::-.. . "
1,1 ..... 'L ""I ..{
,', '-,..1, '., . t 1o....J
Sworn
L/J,J..:>
I);/f,~
or affirmed and subscribed before 'me by
.' ,...-.,
and l, ~'(I.,' ~ i 1\. hI! ;d.:: ,\ b..... 0::.,
this 24th day
of January, 1995.
;{;{'~~',(~LJ 1~{-/!t
/ / f,.- ,.
11
Notarial Soal
Mlchaol J. Hanh, NOlary Public
Carlisle Bora, Cumbe~and County
My Commlulon ExplresAp~113.1998
Member, PIN ..ISJMIniaAssodatton at NoCaritJs
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/6-1//~ (J
BUREAU Of INDIVIDUAL TAXES
l..tEAlTlHC[ TAX DIVISION
DEPT. 280601
HARRISBURG, PA 171Z8.0601
NOTICE Of INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
vuun
PA
09-18-2000
CLOUSE
06-17-1995
21 95-0531
CUMBERLAND
101
A.ount R..ltt.d
.pi
).11.N 'J-'
MICHAEL J HANFT
STE 2
11 W PDMFRET ST
CARLISLE
-.,"
PA 17013-0556
~)\I- *'
.n.n4'..... ..,...,
MIRIAM
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4j-iic-Ai=j;-CoY:iiijj-iiiiiici--oj1-i"riiliififANcE"i:"liitAPPRAisiiiiiir-;-ALL'OwAiici-oR"-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CLDUSE MIRIAM M FILE NO. 21 95-0531 ACN 101 DATE 09-18-2000
APPROVED DEDUCTIONS AND EXEMPTIONS I
5,123.12
9. Funeral EKP.n.../A~. Coata/Hiac. E~... (Schedule H) (9)
10, DobhlNodgogo Llobi11Uo./Lion. ISchedule II llOl .00
11. Tot.l Doduotion. 1111
12. H.t Value of TaM R.turn (12)
15. Ch.rltabl./Goy.~.nt.l Beque.taJ Hon~.l.ct.d 9113 Truat. (Schadule J) (13)
14. Not Volue of E.t.to Subjoot to T.. 1141
NOTE I I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAXI
15. Aaount of Line 14 .t Spou..l rat. (15)
16. Aaount of Line 14 taxable at Llneal/Cl... A rat. (16)
17. Aoount of Li~ 14 .t Sibling r.t. 1171
18. Aaount of Line 14 taxable at Collateral/Cl... 8 rat. (18)
19. Principal Tax ~
TAX RETURM WAS I I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Eat.t. (Sch.dul. A)
2. stock. and Bond. ISchedul. BI
5. Clo..l~ Keld stock/P.rtnershlp Int.r..t (Schedul. CJ
4. Ho...tgagoa/Not.a R.c.lvabl. (Schedule OJ
S. CaSh/Bank D.po.lta/"l.c. P.r.ona1 p...op.rt~ (Schedule EJ
6. Jointly O-d Property ISchedul. fl
7. Tranafar. (Schedul. G)
8. Total A...t.
NUllBER
.
INTEREST/PEN PAID I-I
I CHANgED
III
121
ISI
141
151
161
171
.00
.00
.00
.00
2,000.00
.00
.00
IBI
HOTEt To lnsu.... p...ope...
oredit to your .ocount,
.~it the upper portion
of thi. fo~ with your
tax payaent.
2.000.00
';.1:>:>1 1:>
3.123.12-
.00
3,123,12-
19 will
00 _
06 _
DO _
15 _
1191-
.00
.00
.00
.00
.00
.00
.00
.00
.00
. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.I
.00 X
.00 X
.00 X
.00 X
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,
. "'M.-. ___....,
RESERVATION. Elt.t.. of deoedenh dying on or before o.o.ber 12, 1911 ... If MY futu,.. lnt.r..t In the ..tat. h tnn.fer-red
In po.....lon or ....joYlMtlt to CI... . (coUat.r.U t.MflalarS.. of thII dec:ec*'lt aft.,. the expiration of eny IUat. for
11'. or far ~r., u. eo.on....lth her. axp,.....~ "'''!"'V'. U. right to appra... .,.s ...... t,.WI.f.,. Intwrlt.nce T...
at thII l...ful CI... I (cotht."..) rat. on "''1 IUCh futu,., lnt.,...t.
......... IIF
taUtEr To fulfill thI rttqUlr......t. of Section !lU 0' tM IntMtlt~ -.d Eat.t. fu Aat, Aat Z3 of roaD. (7Z P.S.
Section 91411.
PAYttEHTI Detach the top porUon of thh MoUe. Md IUbIIlt with your ...~t to the R-slbll,. of WUlI printed on thII ,..va,... .hS..
....MM. dwck or IIDnIIY order pIy.tJl. tOI REGISTER OF MILLS, AaENT
REF\JND lCA11 A refund 0' . tu credit, which ".. not r~.tMt on the 'IX Ratum, -v be r.....tMl by cOIlPlaUng WI ",tppl1C11tlon
for Aefund 0' PMnIYIVWlI. Inher.hncI Md Est.t. hx" IREV-Ul:U. AppllcaUon. at. naUMll. at the OfflC*
of thII "ghta,. of ..Uh, MY of the n R.v..... Dld"lct O'fic.., or by aUIOII thli ....1.1 '''-hou,.
~lMerl", ..rvic. nu.ber. for fo,... o~rl",r In Penn.ylv~l. 1.800-362-2050, out.lde Penn.ylv~i. ~ within
local HarrIsburg .r.. (717) 787-8094, Slrvlc.. for taxp.y.,.. wIth ~I.l he.rlna and .peeking need.,
1-100-""7-30'0 (ll only).
OBJECTlOHSI Any p.rty in Int.,...t not ..tSaUIld ..lth thli IIPPr.ls--.nt, IIUOM.-M:. or dJ..UONWlC. of deduction., or ......stent
of t.x (InclUdIng dl~t or Int.r..t) .. ahown on thl. Hotle. .u.t object ..JthJn .IMlY (60) d.y. of receipt of
thSa Notice byl
--"rIUan prot.st to the PA Dep.,......t of R.venue, Bo.,.d of Appe.ls, Dept. Z81021, Harrisburg, PA 17U8-1021, OR
--'''totlon to hev. the II.U.r deh,..IMd .t .udit of thli acoount of the pertonal rapr..tnt.tlv., OR
--appe.l to the Drph..... Court.
....'N
ISTRATlYE
CORRECT IONS 1
hct.,.l .rror. dllCov.r~ on thh ......Nnt .hould b. .ddr...ed In writing tOI PA Dep.,.t.ent of R.v."..,
lur... of Jndlvldual 18x.., ATTN, Po.t A......ent R.vlew Unit, Dept. za0601, f1arrltburg, PA 17128-0601
Phone (717) 787-6505. See pege 5 of the bookl.t "In.tructlon. for IntMrltanc. IBM R.tu,.n fa,. . R.sldent
Decedent" (REY-ISOl) for ~ 'MPlen.tlon 0' adalnl.t,.atlv.ly corr.ctabl. .rror..
If Wly tn due Is p.id within thr.. (3) c.l.nda,. aonth. aft.r the decedant.. de.th, . flv. pe,.cent 15%) dSaOCK.W1t of
the t.. p.ld .. .UONed.
DJSCCUfTI
PENALTYI
n. ISX taM ___.ty non-p.rtlcipatlon penalty b cDltPUted on the tot.l of the taM end intlr..t ......ed, and not
paid before JMua,-y la, 1996, the fl,..t dey .ft.r the and of the t'M ..,..ty period. Thh non-p.rtlclp.tlon
penalty Sa IIPPMlabl. in the .... ...-.nIIr and In thli the ... U.. period a. you would IIPPMI the t.M 8nd Int.r.at
that he. been .....Nd a. IndlCllted on thlt notice.
INTEREST I
Jnt.,...t Sa charged besrlmlng with flr.t dey 0' delInquency, or nIne (9) IIDf1th. ..... one II) dey frCMI the dIIt. of
de.th, to till det. of JNlltHt1t. Tax.. Nhlch breCIIM delinquent before .J.......,.y 1, 1982 tIN,. Int.r..t at the rat. of
.IM 16%) percant per .... c'lculated .t a Alb ,.at. 0' .000164. All t.... .....Ich bacaM delinquent on and aft.r
Janu.ry 1, n8Z ..UI baa,. int.,...t .t . "ata Nhich ..Ill vary frOll C81...s.r y..r to calenda,. y..,. with tMt ret.
announoad by the PA Dap.rt.ant of Ravenue. The epplloabl~ Int.r..t r.t.. '0" 1982 through 2000 .r.,
Y!!! Jnt.r..t Rat. Dallv Jnt.r..t F.cto,. !!.!r Jnt.,...t Rata Oally Int.,...t Factor
,... ... .000548 1988-1991 U. .000.501
1913 'OX .0aDUI ,... .. .000247
,- m .000SOI I99S-19M n .10019%
1985 U. .000.556 I99S-1998 .. .000Z47
"16 10. .00027" '999 n .000192
1987 .. .000247 lOOO at .000Z19
--Int.,...t Is c.'cul.tact .. 'aIlOM"
INTEREST . BALANCE OF TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. bsued aft.r the t'M bllcaae. dellncruant NUl "aflect ." int.,.a.t calculation to flft..... US) day.
beyond the det. of the ..........t. If p.~t Is .ads .ftar the Int.,...t CDltPUt.t1on cStta Ihown on the
Notlc., .wlt1Of'111I Int.,...t ....t be calculated.
ORPHANS' COURT DIVISION OF THE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Miriam M. Clouse
Date of Death: June 17, 1995
Admin. No. 21~95-0531
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)(
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete: 1'-'.. A,..,..nnn~i".u1 wi" ho -F'i1on Y..dt-h;n '1n MAya
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: NA
c. Did the personal representative state an account
informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
See answer to Question 2 above.
o
Da~e: August 5n~1997
(!) CJ\
~-:.:
Respectfully submitted,
HANFT & VOHS
\0
I
Cl
t.;?
......
..J ._
,_; , ~ i
COil.:
cE
M chael J. H nft, Esqu re
Attorney ID No. 57976
11 West Pomfret Street, Suite 2
Carlisle, PA 17013
(717) 249-5373
Counsel for personal representative
r-
P'
l~ ::::
_:J
t)c.:;
... ~
__..__..,.,.,~_.." .,.;c-"..;,.....
ORPHANS' COURT DIVISION OF THE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6 12
Name of Decedent: Miriam M. Clouse
Date of Death: June 17, 1995
Admin, No, 21-95-0531
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. Ifthe answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a, Did the personal representative file a final account with the Court? Yes_
No .1L
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: NA
c, Did the personal representative state an account informally to the parties in
interest? Yes.1L No _
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: September 4, 1998
Respectfully submitted,
LIAMS & OTTO
Vel ' rn
prw
.,,,'qUIn:J
~J';la
zo: B \I 13- d3S 96,
ichaelJ. Hanft, Es ire
Attorney 10 No. 57976
10 East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
SWf,' n--,~, :');}tj
10" ' '"",Dl:J
.-
,
,
,
JRD/June 30, 1992/17858
In Re: Estate of MIIUAM M. CLOUSB
Late of WEST P}o~NNSFnh'O 'IlI/P.
ORPHANS' COURT DIVISION.
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLV ANlA
No, 1995.0531
"
Estate No.:
2101995.0531
N011CE OF FAILURE TO ALE STATUS REPORT AND REQUEST TO
CONDUCT A HEARING PURSUANT TO RULE 6,12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
MIOW';L HANFT, BSQ.,
6.17-95
Date of Decedent's Death:
Date of Delinquency Notice:
7015-98
The undersigned, Mary C. Lewis, Register of Wills. in accordance with Rule 6,12, Supreme
Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of
Cumberland County, that neither the above named personal rcprescntativc nor the above named counsel
for the personal representative have filed with the Register of Wills or Clcrk of the Orphans' Court his,
her or Its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite
nolice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills
on 7.15-98 ,19_, and that the ten (l0) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the
undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative.
. ~ ~
'-1J~(" 'rVr-l!t'(~ <-{-
Mary C. ewis, Registcr of Wills
Date:
8011-98
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HEAIUOO IS SBT FOH /}. ~ Jt) , /9911 AT /~...)O ~ht IN
CXXJHTOCCM 00. 3. IF~TA'IUS Hfo;POHT IS FILED PRIOk TO 'rnB HF:AHING DA'!'w, THE 'ffi.:AIUOO
WILL AlJI'CMATICALLY BB CANCELLF;D. ./214~
~
,- . .
..- ~
JRD/June 30, 1992/17858
REGIsrER 01' WILLS
Cumberlnnd Counly Courlhouse
One Courthouse Squnre
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
Personal Representative
Counsel: MIOIAr.L tII\N~T, r.;::;1J.,
RE: Estate or MIRIAM M. CIDUSE
WEST PENNSBORO 'lWP
Estate No.: 21-1995-531
Date or Decedent's Death: ".17.Q~
, Deceased, Late or
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, If
applicable, within two (2) years of the decedent's deatl1, and annually thereafter until administration is
completed, is required to file witl1 the Register of Wills a Slatus Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal represenlative, or attorney, as
applicable, reasonably believes administration will be compieled. The purpose oftl1is NOlice Is to advise
you that uoless the requisite Status Report is filed witl1 tI1e Register of Wills or Clerk of the Orphans'
Court. as appropriate, within ten (10) calendar days after the dale of tI1is Notice that the Register of Wills
Is required to DOtify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whelher sancllons should be Imposed upon the
delinquent personal representative and tI1e delinquent personal represenlallve's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 8-3-98 , 19_, you are hereby
advised that a request will be submitted to the Court in accordance wilh Rule 6.12.
Date: 7-15-98 ~{i~~IJWJI'nl1;.I~
Deputy eglsler of Wins
Distribution to Estate File