HomeMy WebLinkAbout95-00569
P ITION F"OR p,ROBATE and GRANT OF LETTERS
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To:
Register or Wills f!lr the
Deceased. County or clImherlnnd In the
Social Security No, 156-28-0254 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petltloner(s), who Is/are 18 years of age or older an the execut rl x
In the last will of the above decedent, dated AlIl'UH t 6.
and codlcll(s) dated none
Estate 01
also known as
named
, 19--ZL.
(1lltc relevant circumstances, c.,. renunciation, death of cXtcUlOr, eIC.)
Decendent was domiciled at death In Cumhcr1and . CountY1 Pennsylvania, with
~er last family or rrinclpal residence at 1 Longsdort Way, Ca rllS. e,
Pennsv1van a 17013. ~I1I1L~ 7J(,I.dAf'rtJNJ/~<'fY.
(list Itfecl. number and munclpallty)
Deeendent, then 81 years of age, died Hay 2 ,19 95
at Cumberland Crossings Retirement Community .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of, the will offered for probate; was not the victim of a killing and was never adjudicated
Incompetent: n t a
Decendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal property
(If not domiciled In Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate In Pennsy)vanla
situated as follows: nf a
S 50,000.00
S
S
S
WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of lellers testamentarv
theron. (1"..menl.rYJt2:a~~"':'I:7f:;'Z~~b.n'C'I.a,)
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t _1/,/,ILd'd/J.e - ILtI-..6a..:..
~i ~(l~a-sue Forna ni
'9.g c/o CllmlH~rlnnd CroRRinuR Retirement Community
::5 1 Lonesdorf to/av
;~ ~nrliQlp' ppnn~vlvnn1n 17011
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VI
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF Cumberland
The petltioner(s) above.named swear(s) or afOrm(s) that the statements in the foregoing petition arc
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitloner(s) will well d }rUlY. adp,lnister he estate acc,ording to law.
Sworn to or afOrmed and ,ubscrlbed ~ [11L <f.., '"
be Core me this 12 day of to/11ma-Sue For oho! ~'
M a:i.. 19....9..5.- !l.
'n)nnO ~~Q:I!;"\ln Regisrer l
- _.~ .....-
No. 21-95-569
Estate of
Josephine K. Schroeder
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Auqust 4 19...2.L, In consideration of the petition on
the reverse side hereof, satisfactory proof havins been presented before me,
IT IS DECREED that the Instrument(s) dated Auqust 6, 1971
described therein be admitted to probate and filed of record as the last will of
Josephine K. Schroeder
and Letters TpAt-nml1nt"nry
are hereby granted to 1~,hhlll<)l!k..."RIxtx1iftI..d<" Wll ma Sue Ll fschl tz now
known as W11ma, Sue Fornabai
'1n~ Co. ~ 0.. r8 \\.A
. Rellsler of willi
FEES
Probate, Letters, Etc. ......... S 115.00
Short Certificates(3) .......... S 9 . 00
Renunciation................ .$
-x-pages S 6.00
JCP 5.99
TOTAL _ S 135.00
Filed... .l\.q9H~~. ~.( ~.~~.~.............
James D, Flower. Jr., 027742
AlTORNEY (Sup. CI, I,D. No,)
11 East High Street
ADDRESS
Carlisle, Pennsvlvania 17013
PHONE
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!I LAST WILL AND TESTAMBNT OF JOSEPHINE I. SCHROEDER
H
H
,I L JOSEPHINE I. SCHROEI)ER, nO~1 residing at 24 Plll'k
li street, in the Village of Ridgefield Park, County of Bergen and
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II State of New Jersey, do hereby make, publish and deolare this as
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il and to be my last will and testament, as follows:
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Ii FIRST: I direct that my just debts and funeral expenses be
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'! paid as soon as may be roasonable after my dooease.
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SECOND:
I give, bequeath and devise my entire estate, both
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Ii the time
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:1 provided
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of my death, to my beloved husband, WILLIAM S. SCHROEDER. I
however, that he survives me. i
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,
and personal, wherever situated, which may be owned by me at
THTRD:
In the event that my husband, WILLIAM S. SCHROEDER,
Ii should predecease me, or if we should be involved in a common
II disaster 01' accident, and the order of our deaths may not be
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it determined with reasonable certainty, then I dispose of my entire
'!
II estate as follows:
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One-third (1/3) share, or part thereof, to my
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I! daughter, WILMA-13lilL1IF.llii1illZ, who now resides at 1375 River
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il Road, Edgewater, New Jersey 07020.
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ii (.b) Dna-third (1/3) shlll'e, 01' part thereof, to my
:1
il daughter, s!ANE MILDRED SClffiOEDER, who nO~1 resides at 1862 Field
II Road, Charlottesville, Virginia 22903.
II (.c..) One-third (1/3) share, 01' part thereof, to my
ii
1I daughter, CAROLE ,TO SWALM, who now resides at 304 Carlton Avenue,
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[i Piscataway, New Jersey 06854.
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(ill
If any of my children should predeoease me
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iI without leaving children surviving, then the share of such de-
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'ceased ohild shall be equally divided between my ourviving
" children. or go to the aurvi VOl'. 03 the ca30 may be; if' any
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:! of my children ohould predecease me leaving children BurV! ving,
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,i'the the sh!U'e of such deceased
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child shall go to her heirs and
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Page One ,
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assigns forever, per stirpes and not per oapita.
F OUR Tli: I nominate, oonstitute and appoint my husband,
WILLIAM S. SClffiOEDER, as and to be exeoutor of this my last will
and testament, but in the event that he should predeoease me, or
the oommon disaster or aooident above referred to should ooour,
then I appoint my daughter, WILMA SUE LIFSCHITZ, to aot as exeou-
trix in his stead, and if she should predeoease me, then I appoint
my daughter, pAROLE JO SWALM, as exeoutrix, none of whioh persons
shall be required to give bond, and my said exeoutor or exeoutrix,
as the oase may be, shall have full power of sale for the further-
anoe of the purposes set forth in this my last will and testament.
IN WITNESS WHEREOF, I have oaused eaoh page of this
my last will and testament to be signed and affixed my seal this
IfIi, day of August, A. D. One Thousand Nine Hundred and
Seventy-one.
L.S. )
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SIGNED, SEALED. PUBLISHED AND DECLARED by the said
JOSRPHTNE T. SCHROEDER, the testatrix, ae and to be her last will
and testament, in our presenoe, who, in her presenoe and at her
request, and in the presenoe of eaoh other, have hereunto sub-
soribed our names as witnesses, hereby oertifying that this
attestation olause has first been read to us and that the aots
herein reoited aotually ooourred in the order named.
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21-95-569
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
.~~~~ /
CY~ -. codicil .'
(each) a su~blng witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that present and saw
'--,
the testa' , sign the same and that signed as a witness at Ihe
request of testa\- In " presence and (in the presence of each other) (In the presence of the
other subscribing witness(es)).
Sworn to or arnrmed and subscribed before
me this day of
19_
(Name)
_.fteglsie~
~/
/
<Address)
(Name)
(Address)
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REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
~ ~L'-_'.o:.."Y
a subscr ber hereto, (each) being duly qualified according to w, depose(s) and say(s) that
THEY ARE famillar with the signature of Josephlne I. schr.oed~r
ll46rdlI
will
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that
they
presented herewith and
mdIdl
believes the signature on the will is In the handwriting of
testal r.ix of (one of the subscribing witnesses to) the
)
to the best of
thei r. knowledge and belief.
Sworn to or arnrmed and subscribed before
me this 1st. day of
AUcust 1995
'lr('n'j (l :1'... ... -
p.- P. B .\;J'rT\ Register
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f/.5 c.~ame
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CERTIFICATION OF NOTICE tiNDER RULE 5.6(a)
Name of Decedent: Jn~~phin~ K ~~hrn~npr
Date of Deatht
May 2, 1995
Will No.
21-95-0569
Admin. No.
To the Reg is Ler:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served on' or mailed to
the following beneficiaries of the above-captioned estate on
Auaust. ,~~. 1995 I
Name
Address
Wilma Sue (Lifschitz) Fornabai. Cumberland Crossinqs Ret.irement. Community
One Longsdorf Way, Carlisle, PA 17013
Jane Schroeder. 143 West. South St.reet. Carlis]p, PA 17011
Carole-Jo SwaIm. 216 Windmill Court, Bridgewat.er, New Jersey 08807
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: August. 23, 1995
D. Flower Jr., Esquire
co Address 11 East High ,'Street
I" t:"'.r::(
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Carlisle, PA 17013
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n Telephone(7l'-243-55l3
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" :::J Capacity I Personal Representative
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0: UU representative
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Register of Wills of CUMBERLAND CountYI Pennsylvania
Certificate of Grant of Letters Testamentary
No. 1995-00569 PA No. 2195-0569
ESTATE OF SCHROEDER JOSEPHINE K
I JJ\:;'!', t .LX:;'.L', I'I.LUUJ.I'" I
alkla
Late of
SCHROEDER JOSEPHINE I
SOUTH MIDDLETON TOWNSHIP
~UI'I~"'KJ.lA~U ~UU~~I,
Deceased
Social Security No. 156-28-0254
day of Auqust
1995 an instrument
WHEREAS, on
dated Auqust
was admitted to
the 4th
6th 1971
probate as the last will of SCHROEDER JOSEPHINE K
(J.lA:;~, t.LK:;~, I'I.LUUJ.I"'I
,
CUMBERLAND County I who died on the
alkla SCHROEDER JOSEPHINE I
late of SOUTH MIDDLETON TOWNSHIP
2nd day of Mav 1995 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to WILMA SUE LIFSCHITZ and NOW KIA WILMA SUE FORNABAI
who ~ duly qualified as Executor(rix)
and ~ agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF I
of my Office the 4th day
I have hereunto set my hand and affixed the seal
of Auqust 1995.
'tnQn~ e.. ~eh~1~('.~\
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
,
~l,~'j~~~-;;l'l' OP LTM:.:rllI:m 1. nCll~
1. JOSEPHINE I. SOHROED~, now reeiding at 24 Park
Street, in the Village ot Ridgetield Park, Oountr ot Bergen and
State ot New Jereer, do herebr make, publish and deolare this ao
and to be mr last will and testament, as tollows:
~: I direot that mr Just debts and tuneral expenoes be
paid al aoon a8 may be roaacnable atter my deoease.
SECOND: I give, bequeath and devise mr entire estate, both
real and personal, wherever situated, whioh mar be owned br me at
the time ot mr death, to mr beloved husband, WILLIAM S. SClmOEDER.
provided however, that he survivee me.
~: In the event that mr husband, ~IILLIAM S. SCHROEDER.
should predeaease me, or it we should be involved in a aommon
disaster or aaoident, and the order ot our deaths mar not be
determined with reasonable aertaintr, than I dispose ot M7 entire
estate as tollows:
l.&.l One-third (1/)) ohare, or part thareot, to mr
daughter, WILMA SUS-LIF~QHI1Z, who now reoideo at 1)75 .River
Road, Edgewater, New Jeroer 07020.
(h) One-third (1/)) eharo, or part thereot, to mr
daUghter, "ARE MILDR~~, who now reoideo at 1062 Field
Road, Charlottesville, Virginia 2290).
UtI One-third (1/)) share, or part thareot, to mr
daughter, OAROLE 30 SWArM, who now reo ideo at )04 Carlton Avenuo,
Pioaatawar, New Jeroer 06054.
ldJ It anr ot mr ahlldron should predeaellOs me
without leaving ahildren ourviving, then the ohare ot ouah de-
aeaoed ahild shall bs equallr divided betwoen mr ourviving
ohildren, or go to the survIvor, aa the aale may be; it any
at mr ahildren ohould predeaeaoe me leaving ahildron surviving,
tho tho ohare at ouah deaeaood ahild ohall go to hor heiro and
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Psge One
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assigns forovor, per atl~pos and not por oapita.
l'.ll1llI:r1l1 I nominato, conetitute and appoint my huoband,
WILLIAM S. SClffiOEDER, no and to bo oxocutor ot thh my lnot will
and toetament, but in the ovent that ho ehculd predoceaoe me, or
the commcn dioaotor or accident above roferred to ohould occur,
thon I appoint my daughtor, WILMA SUE LIPSCHITZ, to act a. .xecu-
trix in hi. .toad, and if .he .hould pr.docea.o mo, thon I .ppoint
my daughtor, pAROLE JO~, a. executrix, none of which p.r.on.
.hall bo roquired to give bcnd, and my .aid .xecutor or ex.cutrix,
a. tho ca.o m.y bo, .hall have fUll pcw.r ot .alo for the further-
ance of the purpo... .ot forth in tbi. my la.t will and te.tament.
IN WITNESS WHEREOP, I have cau.ed each page of thi.
my la.t will and te.talllllnt to bo oignod and affixed my .eal thi8
'fI; day ot Augu.t, A. D. on. Thousand Nine Hundred and
Sevonty-ono.
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: attoatation alau.o ha. rir.t bo.n road to u. and that tho aat.
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hor.in roa1tod aatuallr oaaurrod 1n tho ordor namod.
-_.- '-' -'~:~N1m. SEALED. PUBLIS~"AN: DECLAN'ED br'~~o -:~.
T. ~clmnEnRR, tho to.tatr1x, a. and to bo bor la.t W~~l I
toatamont, in 011I' pro.onao, who, in hor pro.onao and at hor
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
,UM DAtUUt UUUHA'lIa ';':lJlIVl CHltKHIRI
tp A SPOUSAL 0
POVIRn' CRlDIT IS CLAIMID
"La NUMB.R
/5-J.j 7-
21-95-0569
COUNTY CODE
ole DUd' COM'UI ADDU
Cumberland Crossings Retirement Cc
One Longsdorf l'lay, Carlisle I PA
c. Cumberland 17013
156-28-0254
05
YEAR
NUMBER
COMMONweALTH 0' PfNNSYlYANIA
Ol'AUMl!Nl' 0' IUVlNur
Of" 210601
HA"I5IUaO,'A 17 21.0601
DICIDINI'S NAMII""'''. fIIU, AND MIDDLIINIliALI
15
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lOQAL lIeU.lfY HUMIU
CAn O' CUIH
AMOUNI alCll\llD IUIIN".UQIONII
o 2, Suppl.m.n'al Rllu,n
o .ca. Furur. Int.r", Compromlsl
(fa, doll. 01 d.a,h ahor 12.12,821
(Xl 6. Olcld,n' Dlld r..tat. 0 7. Olcld,nt Maintained a LJyf"9 Tru..
(A"ath copy 01 Willi IA"ath copy of Trulll
AU CORRESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TO.
NAMI COMILUI #MoIliNG ,ADDUU
o 3. Remainder R.tu,n
lIar do'.. 01 d.a,h p,la, 'a 12.13.821
o 5. f.d,ral Eatal' Tax Rllurn Requir.d
.G-B. TOlal Numb.r of Sof. D'POIII Bo...
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Flower, Morgenthal, Flower & Lindsay
11 East High Street I Carlisle, PA 17013
181
52,567.60
1. R.al Ellall (Sth.dul. AI ( 1 )
2. Slacks and Band. (Sth.dul. B) ( 2 1
3, aa..ly H.ld S'acklPann.nhlp InloroIlISth.dul. q ( 3 I
4, Mangag.. and Nal.. R.colvabl. (Sth.dul. 01 ( .t )
5. Calh. Bonk D.politl & Mlscelloneoul P.nonol Prop.rty 15 1
(Soh.dul. E)
6. Jalnlly Own.d Prop.ny (Soh.dulo FJ
7, Tronsf.n ISth.dul. GIISth.dul. l)
8. Total Oro.. AU'II (10101 Un.. 1.7)
9. Fun,ral Exp.nlel, Admlnilfroliv, Colli. Mllcellon.aul 19 J
Expon... ISth.dulo HI
lD. Dob". Mangag. UabJII11.., Uon. (Sth.dul. II
11. Talal D.ducllan.('atal Un.. 9 & lDI
12. N.I Valu. 01 E.'a'.IUn. 8 mlnu. Un. 11)
13. C1orltobl. and Ganmm.ntol B.qulltl (Sch.dul. J)
lA. Net Value Subfect to Tax (Unl 12 mlnul Un. 13
15. Spau.al Tran.l.n (fa, da'.. 01 doalh allor 6-3D,941
5.. InUNctlonl far Applicable Percentog. on RIVlne (15)
Sid., I'ndud. valu..lram Schodul. K or 5thodulo M,I
16. Amount of Un. IA loxobl. al 6% ral'
Ilncludo valu.. f,am Sth.dul. K or 5ch.dulo M,)
17. Amoun' of Un. fA loxobl. at 15% raft
(Includ. valu.. I,am 5th.dulo K a, 5th.dul. M.I
18, P,lnclpal'a. du.IAdd 'a. tram L1n.. 15, 16 and 17,)
19. eredill Spoulol Pov.rty Cr.dit Prior Poym.nll Discount
+ ~.?nn nn + l~Q 47
2D. If Uno 19 II groall' ,han Uno 18. Oft'.' ,ho dlll.ronco an Un. 2D, Thl. 11th. OVERPAYMENT.
IiID
21. If lino 18 I. groall' than lino 19. onlor ,h. dlll...nc. an line 21, ThI.I.lh. TAX DUE.
A. Enter th. 'nt.rllt on Ih. balance due on Un. 21 A.
B. Enr., ,h. 10101 of Un. 21 and 21A an lino 21B, ThI.I. th. 8ALANCE DUE.
Mall:. Ch.ck Payabl. '0' Regl,'" of Will.. Av.n'
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1. 347.26
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~6.492.1R
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14.727.96
1111
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1131
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3,720.01
48.847.59
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48.847.59
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-
2/694.92
(IDI
1.025.09
x.__
(161
48.847.59
" ,D6 .
2,910 Rf,
.
0.00
(181
2,910 Rf,
117l
" ,15 .
Inl"'1I
Clleck 111m!. if you orc requesting 0 r~lund of your overpayment.
(191
12DI
3.368.42
(21)
121AI
121BI
AJ7 5<1
0.00
~~ BE SURE TO ANSWER ALL QUESTlONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0(
nd., p.naltl.1 of perjury, I d.dare fhot I hove examln.d thl. r.turn, Including accompanying sch.dul.. and lIat.m.nu. and 10 th. bill of my ~nowlldg. and blUlf,
is trul. corr.ct and compl.t.. I d.dor. that all rial .lIat. has blln r,poMea at true mark.t valu.. D.cloratlon of prepor.r other than the p.nanal rlpr...nloli.... h
s.d 0 IIlnformotl of whl . pr.porer hal any knawl.dg..
GNAfu fllOHl NIl~ .'IUNOl UlN ADDlUS One Longsdorf l'Jay DATl
10/12/9<;
OAIl!
ADDlEn
In./1?/9S
Act #48 of 1994 provld.. for the r.ductlon of the tax rat.. Impo..d on the n.t valu. of tran.f.r. to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the Itatut. will b..
· 3% (.03) will b. appllcabl. for ..tat.. of d.c.d.nt. dyIng on or aft.r 711/94 and b.for. 1/1/96
· 2% (.02) will b. appllcabl. for .lfat.. of d.c.d.nt. dyIng on or aft.r 1/1/96 and b.fore 1/1/97
. 1% (.01) will b. appllcabl. for ..tat.. of d.c.d.nt. dyIng on or aft.r 111/97 and b.fore 1/1/98
· Spou.al tranal.r. occurring on or aft.r 1/1/98 will b. .x.mpt from Inh.r1tanc. tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (~) IN THE APPROPRIATE BLOCKS.
1. Old decedent make a transfer and:
c. retaIn the ule or Income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or It. Income, ...............
c. retaIn a rever.lonary Interest; or ...................................................................................
d. receive the promise for life of either payments, benefits or care' .......................................
2. If death occurred on or before December 12, 1982, did decedent within two y.ara preceding
death transfer propern- without receiving adequate consideration' If death occurr.d after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consIderatIon' ..,.... t. ..... t.... t.. .t. t... t. ....... t.... .......... ..... ... ".. ...... .t. ................ .........
3. Old decedent own' an 'In ,,ul' for' bank account at his or her death'......................................
' .: -
15 NO
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Lt: c_~
Ir"
:"i\ : :5
00
x
X
X
X
X
X
X
....'
.
.
IlY.lS02 EX+ 112.15) .9:~'~
'!:\V.u..
COMMONWfAlfH OF ,ENNSYLVANIA
INHUITANCE fA. R!JUIN
RIIIDINT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE Of fiLE NUMBER
Schroeder, Josephine K. 21-95-0569
If,oportv lolntly.own.d with Right a' Survivorship mull b. dl.clolld on Schodulo fl All '00111101. .hould bo ropo,l.d 01 'ai, mo,k.1 volu.
which I. d.hn.d a. Ih. p,le. at which prop.rty would bo o.chang.d b.lwlOn a wllllnll buyer and a willing lillo" n.lther b.lng camp.lI.d
10 bu a, ,011, balh having ,oa.onabl. knowlod . a' tho ..l.vanl /act.,
NUITMEMBER DESCRIPTION VALUE AT DATE
OF DEATH
1.
None
o
S 0
See copies of savings bonds attached
TOTAL Alia ent.t on line 2, R.co Itulotlon
'" more space is n..d.d, in.." ar/dilIonallhHtf 01 lam. sin.}
a."
I
51,347.26
IIY.ISOIn.IU1l
~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.. P,/nl ar T 0
FILE NUMBER
COMMONW'A.LTH O. 'fNN$YLVA.NIA.
IHHIIITANe. TAX lnulN
IIIIDINT DlelDINT
ESTATE OF
Schroeder. Josephine K.
(All prap.rty laln"r-awn.d with the Right af Survlyanhlp mu.t b. dl.da..d an Sch.dule f)
ITEM
NUMBER
1-
2.
3.
4.
- .
5.
6.
7.
8.
9.
21-95-0569
DESCRIPTION
VALUE AT
DATE OF DEATH
280.00
225.00
156.52
Traveler's checks
U. S. Treasury, tax refund check
ConEdison, retirement check
Christmas Club #20596716, summit Bank, of
Bridgewater, New Jersey
15.00
Christmas Club #20596724, Summit Bank, of
Bridgewater, New Jersey
50.00
C.D. #0230226557, NatWest Bank, Ridgefie1d Park,
New Jersey
7,850.78
C.D. #0230226580, NatWest Bank, Ridgefie1d Park,
New Jersey
9,995.95
C.D. #4217627168, Hudson United Bank, of
Ridgefie1d Park, New Jersey
C.D. #4217627043, Hudson United Bank, of
Ridgefie1d Park, New Jersey
See attached letters for items #4-10
12,487.79
5,431. 34
(Allach addlllonal8\ol," )C 11" .h.e" If mar.'pace I. ne.ded.1
IIV-UOtlh 111"'1
.
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH 0' PENNSYLVANIA
INHERITANCE TAX RnURN
RESIDENT DECEDENT
ESTATE OP
Schroeder I Josephine K.
JoInt tonan'l."
FILE NUMBER
21-95-0569
NAME
A. Carole Jo Swa1m
ADDRESS
216 Windmill Court
Bridgewater, New Jersey
08807
RELATIONSHIP TO DECEDENT
Daughter
B.
C.
Joln,ly-ownod proporty.
InM LITTER DATE
NUMBEI FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
JOINT OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A Savings Account No.
1000993862, Summit Bank,
Bridgewater I New Jersey $ 6,476.69 50% $ 3,238.35
2. A Checking Account No.
0035987746, Summit Bank,
Bridgewater, New Jersey 22,979.21 50% 11,409.61
. .
,
TOTAL (AI.a onlo, an IIno 6, Roeapltulatlon) S 14.727.96
(If more spoce is n..d.d in.ert additional.h..1s of .ome size)
1l\lISlllh 17.11,
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWfAUH O' PeNNSYLVANIA
INHU"ANCI YAX UYUaN
alSIDINY DICIDINf
PI.a.. Print or T p'
Schroeder, Josephine K.
ITEM
NUMBER
A. Fun.rol Exp.n""
B.
4.
C.
1.
2.
3.
4,
5.
6.
7.
8.
21-95-0569
DESCRIPTION
1.
Hoffman-Roth Funeral Home, Inc.
1.
Admlnl.trollv. Co.t.,
Penonol R'prel.ntatIVll Commllllanl None
Sodal S.curlty Number of Personal ReprelOntatlVll'
V.ar Commllllonl paid
2.
Attorney Fo.,
Flower I Morgenthal, Flower & Lindsay
Family Ex.mptlon
Claimant n/a
3.
Relutlonlhlp
Addrell of Claimant 01 deeedent'l death
Street Addrell
City
State
Zip Code
Probate Fo..
Register of Wills
MI...llon.ou. Exp.n....
Cumberland Law Journal, advertising letters
The Sentinel, advertising letters
Register of Wills, short certificate
Register of Wills, filing Inheritance Tax Return
Closing costs reserve
TOTAL (Aha .nter on line 9, R.capltulatlon)
(If mar. .pae. I. n..d.d, Inl.rt oddlllonal .h..,. of 10m. .1...)
AMOUNT
$ 1,071.50
1,250.00
136.00
40.00
79.42
3.00
15.00. .
100.00
5
2,694.92
1'\l.1J11'hl'''1I
~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE L1ABLlTIES AND LIENS
PI.a.e P,lnl or T .
FILE NUMBER
21-95-0569
(OMMOHW'''UH 0' "NHIYlw.NIA
....HflltANCl W InUIH
1III0INt DICtOIN'
mATE OF I
Schroeder, Josephine K.
N~~IR DESCRIPTION
1. Cumberland Crossings, account
2. Medical Bill Helpers, account
AMOUNT
$ 10.95
48,35
83.56
276.16
23.94
23.87
26.22
213.26
258.78
3. Oakwood Center, account
4. Carlisle Apothecary, account
5. RWC Emergency Physicians, account
6. Bronstein & Jeffries, account
7. Belvedere Medical Center, account
8. Carlisle Hospital, account
9. Nellie, Lee, M.D., account
TOTAL (Alao 0.10' on 11.0 10, Rocapltulatlan)
{If marw 'pac. i, "tld.d, ins.rt additional shtl', 01 .am. sill.}
S 1,025.09
.IY.I'I'I~. 111'1
,?,'J'J:..@..
-~
COMMOHW'AUH 0' ""''''ITIYo4'''lo4
INHII..ANel f.. tnUIN
1"IOINI OlelOINI
SCHEDULE J
BENEFICIARIES
ESTATE Of
fILE NUMBER
Schroeder I Josephine K.
21-95-0569
AMOUNT OR
SHARE Of ESTATE
ITEM
NUMBER
NAME AND ADDRESS Of BENEfiCIARY
RELAnONSHIP
A. Taxable Blqu.'h:
I.
Wilma-Sue Fornabai
One Langsdorf Way
Carlisle, PA 17013
Daughter
1/3 residuary
estate
2.
Carole-Jo Swalm
216 Windmill Court
Bridgewater, New Jersey 08807
Daughter
1/3 residuary
estate
- . 3.
Jane Schroeder
143 West South Street
Carlisle I PA 17013
Daughter
1/3 residuary
estate
ITEM
NUMBER
NAME AND ADDRESS Of BENEfICIARY
AMOUNT OR
SHARE Of ESTATE
B. Charltabl. and Go....rnm.ntal Bequellll
I.
None
o
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS lAb 0 enla, on line 13, Recapitulation) S 0
(If morl .pace I. ne.dld, In.e,t addlllonal ,h..t. of .am. .111)
....................................................................
SEPT 1957
~~&g~fm~ft~
"0"' WAlta AND naVI" HOHTHa ntDH THIIIIUI DATI HI"IOI' 'WILL PAY
~~~~
11111am..Schr.o.dor... 01........".. .....,....,. ..1'24...,..
Or Kro Josephine Scbreedor
24 Park, Stl'.aet... ...... .......... '.., ....,.., ....,........",....
D1dsotleld Part, H J
..............................
','..,
C"o~',~eDTsoli:'co'
O~,..NEII YOllK. 'IIl.C
.. .
/SEPl''''&-t9'7 \
, ,
~ 001.'1'" "..." .:
" ..
...."",. .....;,/
............: ""l:
-
..........................................................................
nttaao.D........caU.... I UCO.D un.,.,.o.OACT,
E AllAIIl"DIO,AllOlIlU&lq DtcMDl'fM)", "AftODM TMI
. SERIES =:-:::: ~~:;::':.:::.':~:. Q 1506 097101 E
..... .'. W"I"'INIITON ~~y I,P=r; .
.' ~~ .
fi~"":('lI_ ..=t",~,::::' :::"'I~ ,..., IH~ I..~~I
" '
.....-............................
, ""..
'mtm~~~Q.If~J~~
MIN. y....... AND IIOHT MONTH. ,1II0N THI I..UI DATI HUIIOI' WILL PAY
'~mlVMl~
. .... ,.
II:ll1all ,~~hr.c?,~~~,..~.............~..........."'~"...:....'
Or IIrs Josapb1na Sohroeder
". ParIc stnt.t
B1dpf1aI4-'~".f:.r.'''''''''''''':'''''.''.''.''''''''''...''
......
.......................:..;.......:.....:::::........................
'JUB..m6
_:sDtiji:iif..:i:O...;~',.,.
OV fiD..ym'mc
" '.
~.iW.. L?>> .....,
i 1
\".......~~~~,::~~.,..,....,/
'. "
......... .................. .~ :l.~:......."~.~:.~':" ............... ......
.... ," '.""
'.::: ~... .. ....,. .
.....;;;.~:.;;;;;;;:;;;;e..h..:.;;;;;.~;;.:;;;~;:;;:...
I .... AWblOID. AJI0 I' 'UIIJ OCOlllomollS "AftO 0" ntl
SERIES E .=::~-::::'. ~:"~:~~ Q 1 280 058 117 E
. . '.' .' '.:., ......WA.HINOTON ,. _, ;.t.....,,~ . ....... !
fi~...:(........,~ ~.,--. ~ ....oft..... ;,';~~i
.. . ~
-- ,,-
'mmm~~Q.If~~
&JOHT "W'tA1II. AflD ILaVIN MONTHS "'OM THI ,SSUI. DAn HI"IOI' 'fnUo P....Y
~~~
\U 11lam. .S.Q.I)1-:I!~;I.(l_J;'.. ..~~"..."....... .......... ~.~.~.~...."...
Or IIrs Josophlno Schroeder
24 Park. ,$.tr!~lI:l1..,..,. ,.., .......... ......... ..............." .....'
RtdSetlqld Park, N J
..
...........................................4........................
JULY 1957
CO',i:;j;io f ~'6ii. 'OQ.';~';'.
OF ~P'I"'lORK tHe
fULY ,,~2. J,1i~7
Ooln....".....
SERIES E .....~i~5i~.;..... ...)f€i~i:~~~... Q 1502 8';;'~60 E
. ::::: . ,". . .' ",":':~=I", ~~...te:r . , . I
B~.....(."'.......~.....,--)..........~......,..;~~!
.~~~~-
uvu 'Ul{w~iJi)"'~~;::'~~ -.... ~
~j!!!y" '::I~Ia~.Y1""'''''''''''J W'U[tI 'I '"1'11" DAt 0' JIj
..';' t.
.,am~:~~..lM..n..
. '.
....,..,.~~
f~18":
't 0EBn-l.....964:
, .
""0 11IO.o.DWA'l
~'. . HIW.'lou-lt V '. ~
:~:"?:~~iji'ES E !!E~'::~2;': L 643 738 778 E.. ~
~C:;~:'lI~II:o..,.,_~I~,
WILLIAH SOIffiO~ER
OH
MIlS. JOSill'HINE SClffiOJ::DER
24 PARK STREET
RIDGEFIELD P.ARK, UEli JERSEY
_. n. ," ....
.~ ._._.. ,_. .. ..~._.._.._.._... _._u.' .._.....__~._..._________...
rmmTnmmm>rmmgQ.Ul~
""I 'u". ...11I. ".. ...",... .... 'M' "I'" Oil" M'.'''' WIU. 'A'
~:!!!@.lIll~
p~~m~',-N. .
Maln-lemoliiif'QI f.
, .,
, .-.....-.rn ..
: M~ 4 lS'I)
" \:.,.......... ,.
. '.
. .
. "., SO~J/
,. =s;=.'=--==-~~_"'I.'=-= . FORT- lEE. No l. .
~~~.'ER. IES E - ----~- ---- , .- ' .
~~-"'I~i&iO:l:~~~rn:~~~ri~
HIlS. WH. SCI!ROEDKR
24 Parle Street,
ll1diet1eld, Hew Jeney,
07040
OR
JlR. liK. SCHROEDER
rmmm~~QDI~
"1"1 ...u... A"D "IH' NONTHI '''ON THI 'I'U' OAT' HUIO' "'ILL PAY
.~mlVJm~
. .. ".'
IABCH. 1957
'1l1UBII Schroeder' Jr lSZ4
Or Ilrs' "J"liiiiipTiliiii' '!Jcifii.-ciiiiliir....' ..... ........... '....
2. Park Street '
BidS_flii la'1'iiiit;' 'rf' J..'.........'. ...:....'...'......'......
, . ,
......................_............I...~.......................
etm:;,;;orscm'r~';"
OF }EIl..YOItK".~;~C
,/APBIL S 19S7....
: !UU''''0fr4UlT'I .
: :
. .
, ,
\ DAn..."....... :'
, :
, '
'.~ "
.....;,:.~.;~:~.,~.,;;;~...~;:... ...;;.;';::.;.;;'~;;;.;.;;;,:;;::;.:... ...".,....,.......,',...,'
... ....III.... a.-tt.... Oco....MHtIIf""O 0.. '"I
-....... ,,_.. .....M...........,... Q 1323466528 E
..uvt..."....~. MUt"OIiJlM'W'IIl'\'TIlPUCNl.
""AIII"" DI"""''''''' ~"11' ~e.
..'HI""ON ~~,I.~
'f"
...~: ~'..
SERIES E
.
. _._ . _ .....__""-__*"._;_._........l ~f~:...".'... '.'L", ,.~..
;,i.~......_.,_..',.J '-0_.4"
. "~L";";'_A___";.""'-;",
- ,
bM1T
BANK
541 liS H1Rh'''r 202.206
Brld_,er, Se"'Jenq'08807
(UOKIll850892'J
September 20, 1995
Flower, Morgenthal,
Flower & Lindsay
Law Offices
11 East High Street
Carlisle, PA 17013-3016
RE: Estate of Josephine Schroeder - Date of Death May 2, 1995
Dear Mr. Flower;
In response to your letter dated August 22, 1995 , the following
is the information you requested regarding the above individual:
Balances as of May 2, 1995
Checking Account (10035987746 - $
Christmas Club # 20596716
Christmas Club # 20596724
22,979.21 (joint with Carole Jo SwaIm)
15.00 (individual) .
50.00 (individual)
If you require additional information, please feel free to contact
me.
Very truly yours,
L0vuztmjturkc./
Donna M Surdich
Personal Banking Representative
.. ,
RECE"'ED
SEP 25 1995
~Ierd............
. " .. - . .~-"--"""'.'-_."
-...... .-
~_ . ._.j~:,.t:
. ---' ~
i:
: '
,
~MIT
BANK
~ll us IIIgh"..r :!O2.206
Brhlgewale" :>/..... Jener 08807
lllOlllllM-ll92U
i'
I'
t
[
September 25, 1995
RECEIVED
SEP 2 8 1995
Flower, Morgenthal, ADB.d............
Flower & Undsay
Law Offices
11 East High Street
Carlisle, PA 17013-3016
Re: Estate of Josephine Schroeder - Dote of Death - May 2, 1995
Dear Mr. Flower:
As a follow up to my conversation with your secretary.9/25/95,
please be advised that the above individual. maintained a savings
account with SlJI'I8it Bank.
DIe infol:lll8tion you havo requastod regarding this accomt is AS
follows:
Account U1oooo993862
Josephine Schroeder
Carole Jo Swalm
Balance as of May 2, 1995 - $6,476.69
'!he accomt currently has a balance of $0.00 and is no longer active.
Do not hesitate to contact me if you need further assistance in this
matter.
Very truly yours,
&~~ ttllf.ur4 eX
Donna M Surdich
Personal Banking Representative
. Nal\~.~:it lbnk N.A.
2().1 Main SIn."\."t
Kluuell.I,1 P",k, :0;1 O'(~'I
lOllH I 7l7~ .
fi'e:ce:, VE 0
SEP 2 0 1995
Ass.d.... .
....... .
(~. NatWest l3'ank. ' ' , ,
September 18, 1995
Flower, Mor.genthal, Flower & Lindsay
11 East High Street
Caelisle, PA 17013-3016
Attn: James D. Flowers Jr.
RE: Josephine Schroeder
DOD 5/2/95
Oem: Sir,
Please be advised that the balances oil Josephine Schroeder's Certificates of Beposit
as of May 2, 1995 are as follows: "
CD #0230226557 $7,850.78
CD#0230226580 $9,995.95
I have also enclosed a printout showing current balances. I have checked our records
under Josephine Schroeder I s nline as well as social security number and she has no other
accounts with Nat West.
is needed,
Please feel free to contact me if any additional information
Sincerely Yours,
~sA~r'fb~LL
Customer Service Representative
I
~..
I
---
Hudson United Bank
1140 MAIN STREET. RIOQEFIELO PARt<, NEW JERSEV 07880
TiLEPHONE
A'.. Codl ao'~'.:IIIO
August 29,1995
REI Josephine Schroeder
216 Windmill Court
Bridgewater, N.J. 0880'7
RECEIVED
AUG 3 1 1995
A.a'd............
Dear Hr. Flowerl
This is in reply to your lettsr regarding any Accounts of Josephine
Schroeder. According to our records there are two accounts. They
are both CD'S. Account # 4217627168 has a balance of 112,487.79,
#4217627043 has a balance of 55,431.34. The accounts are in her name
only. In order to close these accountn I will need a copy of the death
certificate and the surrogate's certificate.
Yours Truly,
~~
Norma Keshishian
Ass't Manager
>
J
/
Ok
c..-
/5 ~47 ~ ~
ACN 101
REV-1607 EX AFP C12-95*
CottHONW[ALTH OF Pf:NHIVLVAHU
Dl:PARTHE"f OF RfVEHUE
IURtAU OF INDIVIDUAL TAXES
DEP1'. lIUDl
HARRIUURG, PA l1UI-0601
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE 03-11-96
SCHROEDER JOSEPHINE K FILE NO. 21 95-0569
DATE OF DEATH 05- 02-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE ADDRESS SHOWN. HAXE CHECK PAYABLE AND REHIT PAYHENT TO. ,
JAMES D FLOWER JR ESQ
FL OWER ET AL
II E HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
A.aunt R..t U.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES .....
iikV:i6'o"i"ijf-"FP -n'2-:9iij---m...--iNifiiiiTAiii:E""i'Ajf-s'i'iifiHENi'-oTAccciiJNf--ii...-------m-mm----
ESTATE OF SCHROEDER JOSEPHINE K FILE NO.21 95-0569 ACN 101
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED
ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS.
THE CURRENT aALAHCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE.
DATE 03-11-96
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 02-12-96
PRINCIPAL TAX DUE, __._______.______,____..___
2.930,86
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
08-01-95
02-23-96
RECEIPT
NUMBER
AA048054
REFUND
3.200.00
415,68-
DISCOUNT C+)
INTEREST C-)
146.54
.00
AMDUNT PAID
<)0
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
2.930.86
.00
,00
.00
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN U.
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
.... ... ........,. -..- .. . -
,
~g - __.____...:~, - ______._ _.. - - - _,_.... __ - .__.. ..n'.. _ ._.._ _..'.. .___ ______ _ _- - - -.-..--
O AA048054.' COMMONWEALTH OF PENNSYLVANIA
NO. . DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATETAX .
1I~1162UI4.'41
.
i
"
i'
RECEIVED FROM:
i
ACN
ASSESSMENT r:t
CONTROL ~
NUMBER
AMOUNT
FLOWER JAMES 0 JR
11 EAST HIGH STREET
101
.:3,200.00
CARLI SLE
PA 17013
...'OID""1
fOlD HUr-1
ESTATE INfORMATION,
r:lJ fiLE NUMBER
Ia 21-199~-0~b9 SSN
r:lJ NAME Of DECEDENT (LAST) (fiRST)
~ SCHROEDER JOSEPHINE K
II DATE Of PAYMENT
m POSTMAR E
COUNTY
"'--~"4
l~b-2e-oe~4
IMII
CUMSERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
CAROLE JO SWALM
C/O JAMES 0 FLOWER JR
REGISTER OF WILLS
RECEIVEDBy2!({,'~I'~';G.,t_'d ...... .i
5 NJTUe' . " _
....<'1 C .r)' {...'"#'~ AJ,,.,~/~ .
MARY C. LEWIS , .1
REGISTER OF WILLS ,
SEAL
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REV-1547 EX AFP 112-95*
COHHOHWEAlTH OF PENNSVLVANIA
[JEPARTHEHT Of REVEI<<JE
BUREAU Of INDIVIDUAL TAMES
DEPT. ZII0601
HARRISBURG, PA 1111'.0601
DATE 02-19-96
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
FILE NO.
05-02-95 COUNTY CUMBERLAND
HOTEl TO INSURE PROPER CREDIT TD YOUR ACCOUNT, suaHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAKE CHECK PAYAaLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
JAMES D FLOWER JR ESQ
FLOWER ET AL
11 E HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AltOunt R..i tt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: iS47-ix-AFji-ii'Z:91;"f-iloYiciuo';-YNHiififANci-YAiniPPRAisEiffil,.-;-ALL"oWAifci-iili--------m m - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHROEDER JOSEPHINE K FILE NO. 21 95-0569 ACN 101 DATE 02-19-96
TAX RETURN WAS I (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel E.tete (SchOKtule Al (II
2. Stock. ~d Bond. (Schedul. 8) (2)
3. CIoa.ly Held Stock/Partnar.hip Int.r..t (Sch.dul. C) (5)
4. Hortgao-l/Not.. R~.lvabl. (Schedul. DJ (4)
S. CaahlDenk Depollt.'"llc. Parlonal Property (Sch.dul. E) (5)
6. Jointly Owned Property (Schedule FI 161
7. Tr~.f.r. (Schedule 0) (7)
8. Tot.! Au.t.
I CHANGED
,00
1.347.26
.00
.00
36.492.38
14.727.96
.00
leI
52.567.60
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral E~p.n.../A~. Coat./Hila. EMpan... (Sch.dule H)
10. Debt.l"ortgag. Liabi1itJ../Li.n. (Sch.dul. Xl
11. Total Daduotiona
12. Net Valua of T.x R.turn
15. Ch.rlt.bla/Cov.rn.-nt.1 a.qua.ta (Schadul. JJ
14. Net Velue of Eetete Subjeot to TeK
2.694.92
1,025.09
1111
1121
1151
1141
14. 15 and/or 16. 17 and 18
returns assessed to date.
(91
1101
3.7'0 01
48.847,59
.00
48.847.59
If an assessment was issued previouslY, lines
reflect figures that include the total of ahh
ASSESSMENT OF TAX:
15. A.aunt of Lln. 14
16. Aeount of Line 14
17. Aeount of Lin. 14
18. Principal Ta. Du.
NOTE:
will
.00 X .00.
48.847.59 X .06.
.00 X .15.
llel
.00
2.930.B6
.00
2.930.86
.t Spou..l rata
t..abla .t Lin.al/CI... A rat.
t..abl. .t Call.tar.I/CI... 8 r.t.
1151
1161
1171
TAX CREDITS:
PAVHENT
DATE
08-01-95
RECEIPT
HUI1aER
AA048054
DISCOUNT (+1
INTEREST (-I
146.54
ANOUHT PAID
3.200.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
3.346.54
415.6BCR
,00
415,68CR
. IF PAID AFTER DATE INOICATED. SEE REVERSE
FGR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN 11, 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
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RE:SERVAlIDH' E...t.. of dK.....h dying an or before Dee.....,. 12, 1911 .... 11 .." futu,.. Int.r..t In the .u.t. I. t"".f.rrlld
In po.....lon or enJoYNnt to Cl... . (caUet.r.n beneflol.rl.. of the dKHent .ft.r the ..,.I...Uon of any ..tIIt. for
11f. or for )I....., the eo.on....lth hereby 'XP...II1>> r...rve. the rlDht to apprah. and ...... trauf.r InMrlt~ T....
.t the l..ful Cl... I (eolhte,..u nt. on any NCh futu,.. Int.r..t.
PIIlPOSE IF
HaTlCE. To fulfill the requlr.....h of Section 2140 of the Inharlt.-.ce and E.tlt. T.. Aot, Aet II of 1"1. 71 P.I.
Seatlon 1140.
PAYHDn'1 OetKh the top partlon of thle Notte. end RJt.1t ,dth YDUr ~t to the Aeg1ster 0' "1111 printed on the rWlr.. .lda.
u"', dMIdc or -.nay order p.)'IIbl. tal REGISTER OF HILLS, AGENT
AU P~t. receIved "'11 flr.t be epplled to "'Y Int.r.1t whIch _Y be due Mlth eny r...lnda,. applied to the tu.
REFUND (CRh A r.fwld a' . t.. credit, Nhlch "I' not requ..ted on the rlbe R.turn, ..y be requa.ted by CMlPI.ttng en .Appllc.tlon
for A.fund 0' P....".ylvenl. Inherltenc. and E.tIIt. Tu. (REV-UlS). Application..... 'VIIIlIbl. at the Office
of the AllSlhter of NUll, eny a' tho l3 A.v.... DJatrlet OffIce., or by call1ng the apeol.1 24-hour
.......rlng ..rvlce nuaber. for far.. orderIng. In Pennwwlvenll l-100-S6Z.Z050, out.lda PennSYlvania end
Mlthln local HarrIsburg Ir.. (717) 717.8094, TDDt (717) nl-ZZ5Z (....rlng I..-Ired Only).
DLJECTIDHSI AnI' plrb In Int.r..t not Athfl" Mlth thI Ippr.h.....t, .UOlil.-.c. or dlAUowanc. 0' deduction., or ........,t
of tu (lnclucUng discount or Int.r..U .. It1cIw1 on tt'lll Notice ..,.t obJKt ..I thin .bb (60) d8y. 0' rec.lpt of
thl. Notlc. by,
--Mrlttan prot.u to the PA DeparbMnt of R.VWIUI, Ia.rd of app..h, Dept. Z8lDZl, Harrisburg, PA 1712I-lDZl, 01
--.Iectlon to hIv. the ..tt.r eMit.ralned .t audit of the ecOOU'lt of the ,.r'OMI rlpr....,t.uv., OR
--.....1 to in. Orphan." Court.
_IN
IITAATlYE
COARE:CTIOHII
'actual error. dhoov.r.. on thll ........,..t Ihould be eddr...~ In .,rltlng tal PA Dap.,.tMnt a' A.v.......,
tureeu of Indlvl~l r.x.., ATTHt Po.t A....--.nt R.vl... unit, Dept. Z10601, Har,.llburg, PA 1712'.'601
Phone (717) 71'-6505. ... PlOD 3 of the bookl.t -In.tructlon. for Inheritance r.x R.turn for. R..ldent
OIcIdant- (REV-150U far an .xpl...Uon of "lnl.tF"lltlveh oarr"t.t)l. .rror..
If any tax due 11 paid .,Ithln thr.. U) c.llndar aonth. .ft.1'" the dec~t.. death, . flv. ,.rcent (n) dlacount of
the tu p.ld h aUCIWId.
Int....at 11 ctulrged batllMlna ..Ith flr.t ct.y of dallnquenoy, Dr nine (9) aonth. and ana (1) ct.y fr_ the dIIt. of
dMth, to the data a' peya..,t. Tax.. which bee-. .1I~t befora Januar)' 1, 1912 bill,. Int.r..t .t the r.t. of
.1M CO) "rcent per .... calculated at . dlUy rata of .DD01". All tax.. which bee.. dallnquent on and _ft...
........ry 1" 1'12 ..UI bM,. Int.r..t at . rat. which ..UI VIIr)' fr_ c.lendar YHr to ca11nda.. yael'" ..Ith that rat.
announcad by t~ PA Dapert-.nt of Aevenue. The Ippllc.t)l. Int.r"t r.t.. fol'" 19.Z through 1996 .r'l
DISCtUrTI
IHTEllEIT.
~ Int.r..t R.t. DIll)' 'nt.r..t Fector !!!r Int.rllt Aat. DIlly 'nt.r..t '"tor
1HZ ..~ .0DDS4. 1917 ,~ .0'0247
1'" 1'" .0004)8 1'11-1"1 ll~ .DDUn
19M ll~ .000501 l"Z n .GGaZ47
1915 ln .0DDS56 1"5-1974 n .DOOI'2
"16 lOX .000274 1"5-1", n . GU247
--Int.re.t J. calcul.ted .. 'ol101ilal
INTERESY . BALANCE OF YAX UNPAID X HVnBER OF DAYB DELIHQUEHr X DAILY INTERESY FACYOR
--Any Notlcl I.sued .ft.r the tax bacoae. delInquent .,111 reflect 1ft Int.r..t c.lculatlon to fifteen (15) day.
beyond the data of in. .........,t. 11 P'Yllnt I. ... .ftar the Int.rllt co.put.Uon deta IhowI on the
Notlc., Iddltlooel Int.re.t lU.t be c.lcul.ted.
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Address rJ I
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STATUS REPORT UNDER RULE 6.12
Name of
Decedent: ~D ~k h~ /(.
Deathl S- - ~- 9 \
S'cL<<.. rYJ(.?~
Date of
Will No.
Admin. No. ;2(-lqq.r~D.s-b7
6.12 of the Supreme Court Orphans'
following with respect to completion of
above-captioned estatel
Pursuant to Rule
Court Rules, I report the
the administration of the
1. State whether administration of the estate is complete I
Yes No V
f
state when the personal
that the administration will be
2. If the answer is No,
representative reasonably, believes
complete I 3 ~ (
J. If the answer to No. 1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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STATUS REPORT UNDER RULE 6.12
Date of
'.e...""~.:'~~
Death: s- -
oS (tkb~
Name of
Pursuant to Rule
Court Rules, I report the
the administration of the
Admin. No. ;1..1- ~(-=. (),!J- 6 '7
6.12 of the Supreme Court Orphans'
following with respect to completion of
above-captioned estate:
will No.
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:
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 "i' .
b. The separate Orphans' Court No. (if any) for
the personal representative's a~count is:
. c. Did the personal representative B~~te 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
Cerk of the Orphans' Court and may be attached to this report.
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Name (Please t pe or print)
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Address
17/71 a.'1)- n'l
Tel. No.
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Capacity:
Personal Representative
~counsel for personal
representative
(MAH I rmfl AM3)