HomeMy WebLinkAbout95-00579
PETITION rOR PIWBA TE and GRANT OF LETTERS
21-95- .s ?q
Eslale 01 Chnr}OlllLDA--Everett
also knolVn as N A
No.
To:
Register of Wills for Ihe
Deceasrd. CounlY of ClU11berland In the
Social Secllrlty No. 196-14-0496 Commonweallh of Pennsylvania
The petlllon of Ihe nnderslgned respectfully represenlS Ihat:
Your pellllonerif), who Is/IlK' 18 years of oge or older an Ihe execut or
In the last will of Ihe above decedenl, dated July 16,
and codlcll(s) dated None
named
,19~
(slalt' rdr\'""1 t1rcIlIIUlancC',. t.,. ICOlllltllllloll, dealh or t'~t'cutor, tiC.)
Decendenl was domiciled at dealh In ClU11berland counlY1PennSYlvanla, with
II er last family or principal residence ot rrlS21 ShirleY Ave.. Carl sle.
PennSYlvania 17013 (BOrough of Carl sle)
(IISIItrt't'I, number and mllnclpnlll)')
Decendent Ihcn 71 years of age, died July 161 19 95
at 1521 Shirley Ave., CarliSle, Pennsylvania Borough of Carlis~e) .
Excepl os follows, decedent did not marry, was not divorced ond did not have a child born or adopted
after execution of the will offered for probnte; was not the victim of 0 killing and was never adjudicated
Incompetenl: None
Deeendent ot death owned property wllh estlmoled values os follows:
(If domiciled In Po.) All personnl properly
(If not domiciled In Pn.) Personal property In Pennsylvonlo
(If not domiciled In Po.) Personal properlY In County
Value of real estate In Penn sylvan In
situated os follows: None
S Unest1mated
S
S
S
WHEREFORE, petltloner(s) respectfully request(s) the probate of the lost will ond codlell(s)
presented herewllh and the grant of lellers TestamentarY
(1t'llnmcnlluy; ndmlnlllrOllOI1 c.t.n.; admlnlSlnlllon d.b.n.c.t.a.)
theron;
/J\/A' ~., ~1<t'~J--
~ H. Eveffii-
1516 Terrace Avenue
Carlisle. FA 17013
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petltloner(s) obove-nomcd swenr(s) or nmrm(s) that the stolemenls In Ihe foregoing pellllon ore
Irue and correct 10 the best of Ihe knowledge and bell of petltloner(s) ond that os personal represen-
totlve(s) of the obove decedent petltioner(s) will well on truly pdmlnisler the estate occordlngto low.
omrm11 t ond SUb~~lh~~ 1 I.u \-~ am ere ~
"<,19 ~" ,-- "
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Mary C. Lewis ,Relll.rler ()" // :s:
No. 21-95 - 579
Estate of
Charlotte B. Everett
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW Auaust 7 . 19~, In consideration of the petition on
the reverse side hereof, satisfactory proof hovlng been presented before me,
IT IS DECREED that the Instrument(s) dated July 16, 1980
described therein be admitted to probate and filed of record os the lost will of
Charlotte B. Everett
and Letters Testamentarv
are hereby granted to William H. Everett
l!o1l
FEES
Probate, Letters, Etc. ......... $
Short CerUneotes( ).......... S
Renunciation ................ S
, JCP
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Resl.te, or Will.
MARY C. LEWIS
Robert R. Black, Esq. (06267)
ATTORNEY (Sup. Ct. t.D. No.)
36 S. Hanover st., Carlisle"PA,17013
25.00
3.00
Filed
S 5.00
TOTAL ~ S 33.00
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PHONE
ADDRI!SS
717 - 243-3727
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Called attorney on 8-7-95.
21 - 95 - 579
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LANDIS a BLACK
CARLISLa, pllNNSVLVANIA
LAST WI!.L AND TIlSTAMrm'
OF
OIARLlJl"ITI B. p.vmurrr
I, CHARLOTl'P. B. P.VERE'IT, of the Borough of CarliSle, ClDnberland
County, Pennsylvania, declare this to he my Last IVil1 and revoke any Will
or Codicil previously made hy me.
ITEM I: I direct that all my just debts, funeral expenses and
administration expenses, includinp, my grave marker, shall be paid from the
assets of my estate as soon as practicahle after my decease.
ITEM II: I devise and hequeath the residue of my estate, of
every nature and wherever situate, in equal shnres to my t\~O granddaughters,
Suzanne H. Everett and Jennifer A. l1verett, or the survivor thereof.
I~l III: I direct that all taxes that may he assessed in conse-
quence of my death, of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of the ad-
ministration of my estate.
I~l IV: I nominate and appoint the Farmers Trust C.ompany,
Carlisle, Pennsylvania, Trustee of the share and of any property any bene-
ficiary who may be a minor. The income and/or principal of said trust may
be accumulated or expended for the maintenance, education and support of such
beneficiary as my trustee in its discretion may determine; and my trustee,
in the expenditure of income and/or principal for such purposes, may, in
its discretion, apply the same directly without the intervention of a guardian
or pay the same to any person having the care or control of said beneficiary
or Idth whom the beneficiary resides, without duty on the part of the trustee
to supervise or inquire into application of the funds by any person to whom
any payment is so made. The balance of such income and/or principal shall
be paid to such beneficiary upon reaching age twenty-one (21), or to such
beneficiary's estate in the event of death prior thereto.
ITEM V:
I appoint William H. Everett f:xecutor of this my Last
Will.
bond for
ITEM VI: I direct that my f:xecutor shall not be required to
the fa1thful performance of his duties in any jurisdiction.
I have hereunto set my hand this /~~y of
give
(),Ll~~ WITNESS WHEREOF,
,VPl ,1960.
&'~a:Ztt~:~tt
The preceding instrument, consisting of this one typC\'ITitten page
identified by the signature of the Testatrix, Charlotte B. Everett, was on
the day and date thereof signed, published and declared by Charlotte B.
Everett, the Testatrix therein named, as and for her Last Will, in the pre-
sence of us, who, at her request, in her presence, and in the presence of each
other have subscribed our names as witnesses thereto.
21 - 95 - 579
REGISTER Ol~ WILLS 011 CUMBERLIIND COUNTY
OATH OF SUnSCIU8ING WITNESS
ESTATE OF CHARIDl'1'E B. EVERETl'
Robert R. Black and Edward L. Schoro,p
xmIldI
(each) 0 subscribing witness to the will (lrcsellled herewith, (eoch) being duly qunllficd occordlngto
low, depose(~ and soY(Jlthat t-h"y WP..., prescnt ontl sow
Charlotte B. Everett
the test at rix , sign Ihe same nnd that they
request of testot rix Inl~ presence ond (In the prcscnce of eoch
~.
signed as a witncss utthc
hcr)~
I-(JJ~
Sworn to or affirmed ond subscribed before
me this 1st day of ( om~~'
'?i1tubA'(f!:~OI';n bvL.~}ml1iv{J#-bJ' ~~" "'"nnuQt" "t . "'''t"'iillQ. W 17013
OMary Lewis,' RCgiSlc~71-1I~~ ~ -
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36 S. Hanover St., Carlisle, flA 17013
(Address)
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~EG~~rER OF WILLS OF COUNTY
:":',~iOATH OI~ NON-SUBSCRIBING WITNESS
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;\(~~ch). 0 ~bscrlber,:hereto, (each) cl!..l.g duly qualified o~cordlng 10 100v,...Pe ose(s) ond soy(s) IIl11t
.:i:,([' (oQ ::1 \ii fOllllllu~with the SlgnOlUre~of ~ I
00 "'-. codicil
tcstot_ of (one of thc subscribing wltlcsscs to t Ie will (lresentcd hcrewith nnd
codicil
bclievClrt i~gnoturc onlhe will Is In Ihe hUlldwritlllH of
believcs the signature of the wil ,pr;.cntcd hCl-Cl!:!lh and thul
codicil "'"
\1clleves the slguolUrc on lhe will I~ the hondwritlug of "
to the best of /OlfudgC nnd bcllcf.
Sworn to or offirmed !!Jld subscribed beforc
me this L duy of
/' 19_
{-':l
that
testa I
,/
(Nail/C)
(Addrcss)
Rcgislcr
(NUll/C)
(Addrcss)
Jffy
CERTIFICATION OF NOTICE UNDER RULE 5.6 CAl
Name of Decedent:
Date of Death:
Charlotte B. Everett
Ju1v 16. 1995
will No. 21-95-0579
To the Register:
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
followin~eneficiaries of the above-captioned estate on
Auqust ~. 1995
Admin. No.
lilllIm
Address
Jennifer A. Everett. 4590 Larch Dr.. Act A-162. Harrisburq. PA 17109
Suzanne M. Everett. 311 W. Marshall st.. West Chester. PA 19380
Notice has now been given to all persons entitled thereto under RUle
5.6(a) except None
Date: Auq. c1f. 1995
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Name Robert R. Black. Esq.
Address
36 South Hanover Street
n
Carlisle. PA
17013
Telephone C7171 243-3727
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ag capacity: Personal Representative
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X Counsel for Personal Representative
f~V.1500 u,. 17.qAI
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fOR OATIS Of DEATH AnER 12/31/91 CHECKHERI
If A SPOUSAL
POVERTY CREDIT IS CLAIMEO 0
fiLE NUMBER
21 - 95 - 0579
COUNTY C~OE_, YEAR
OIClDENI",OM'tlll ADDIIU
1521 Shirley Avenue
Carlisle, PA 17013
CO"", ClU11berland
AMOUN1 UCllV(D I~H IN".uClION'1
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
o 2. Supplemental Return
o A. limited Eslal. 0 Aa. Fulur. Inl.r,sl Compromise
(lor dole. 0' deolh olter 12.12.82)
[?;I 6. Dec.d.nt DI,d T"lal. 0 7. Deced.nl Maintained 0 L1...ing Trus'
(Alloch copy of Willi (Alloch copy of Trull)
:ALL"ORRE5P'ONDENCE~AND.CONFIDENTIAI.' TAX.INFORMATIONSHOULD,BEDIRECTEDiTO,,~. ,M''''Hll'i'l
NAME COMl'lfU MAltiNG AaORn'
Robert R. Black, Es 36 South Hanoyer Street
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COMMONWEAlTH Of PINNUlVANIA
DlPAUMfNT Of RlVINUI
Of PT. 180601
HARRIUUIIO. PA 11121.0601
DICIDINT" NAM( lLA . flR . AND MIDDlI INITIAl)
Everett, Charlotte B.
'OCIAl UCUltlTY NUMUIt
OAt( 0' DIAlH
196-14-0496
7/16/95
I" "'''11(Jl1U1 lU....I.......O 'POUll.I .....MI "...". fl." "''''0 MIIlOI' 1",,11"11
~ 1. Original Return
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TfUI'HONE NUMlfl
717
243-3727
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1. Real E.'o'e (Sthedule A) (1 )
2. Slotk. ond Bond. ISthedule B) ( 2 )
3, CI...ly Held SlotklPorlne"hlp InlerelllSthedule q (3 )
.c. Mortgages and Not'l Recel...abl. (Schedul. D) (4 )
5. COlh, Bonk D'poI!h & Mlsc.llaneoul Penonal Properly ( 5 )
15thedule EI
6. Jolnl1y Own,d Property (S,hedule F) 16 )
7. Tron.'... (S,hedule GIISthedule L) 17 )
8. Total Gran Au.1s (Iolallln.. 1.7)
9. Funeral Exp,nlll. Admlnllualive COlta, Mlu:ellan,oul ( 9 )
Exp.nsel (Sch.dule H)
10, Deb... MONsose 1I0blllllel. lIen'ISth,dule I) (10)
11. Tolal Deducllonl (talolllnll 9 & 10)
12. N.I Volu. of Estot. (line 8 minullIn. 11)
13. Chorllabl. and Go....rnm.ntal Bequllta (Sc.,.dule JI
U. N.t Valu. Sub.et to Tax (line 12 mlnul L1n. 13)
15. Spoulal Tron,fen (for datil of d.ath after 6.30.941
S.. Inltructlonl for Appllcabi'e Percenlag. on R.....rle (15)
Side. (Include volulI from Schedul. K or Schedule M.I
16. Amounl of line 1A laxobl. at 6% roto (16)
(Includ. yolu,. from Schedule K or Schedule M.I
17. Amount of lIn. 14 laxoble at 15% ral. (17)
(Include ...alulI 'rom Sch.dul. K or Sch.dule M.I
18. Principal tax due (Add lax 'rom lInol 15, 16 and 17.1
19. Credita Spoulal Pa....rly Credil Prior Paymenh
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Carlisle, PA
0.00
0.00
0.00
0.00
5.610.06
0.00
0.00
6.842.50
767.92
0.00
Dltcounl InlorOlt
03,
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18)
1111
(121
(131
1141
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x .15 II
118)
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20. If line 19 II gr.ot.r Ihan lIn. 18, enler Ihe dlff,r,nce on lIno 20. This Illh. OVERPAYMENT.
mo
(19)
1201
Chock hart! If you oro roquostlng 0 refuod of your overpayment.
21. If lIn. 1811 grealer than lIn. 19. onlor tho diff.rence on lIno 21. Thil h tho TAX DUE.
A. Enter the Inloroll on Iho balanco duo on line 21A.
B. Enler Ihelolal of lIn. 21 and 21A on line 218. Thll II the BALANCE DUE.
Mak. Check Payable tal Register af Will., Agent
r,~."'T-r.<, ~?!~!'''t:-r-'. :~,~-
Carlisle, PA 17013
Carlisle, PA 17013
(21)
(2IA)
121BI
NUMBER
Remalnd.r Return
(for dalll 01 d.olh prior to 12.13.82)
Fed.ral Eltol. Tal( Return R.qulr.d
Tolol Number of Safe D'POlil BOUI
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5,610.06
7,610.42
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0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
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Act .48 of 1994 provldo. for tho roductlon of tho tax rato. Impo.od on tho not valuo of transfor. to or for
tho u.o of tho .pou.o. Tho rato. as prucrlbod by tho .tatuto will bo:
o 3% (.03) will bo appllcablo for o.tato. of docodents dying on or aftor 7/1/94 and bofore 1/1/96
o 2% (.02) will bo applicable for o.tato. of decodonts dying on or after 1/1/96 and before 1/1/97
o 1% (.01) will bo appllcablo for o.tato. of docodents dying on or aftor 1/1/97 and boforo 111/98
o Spou.al transfor. occurring on or aftor 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.--) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent moke a tran.For and:
0, retain the use or Income of the property transferred, ......................................................:
x
J
b. rotaln the right to designate wha sholl use the property transFerred or Its Income, ...............
x
x
c. retain a reversionary Interest; or ...................................................................................
2.
I;
: 3.
d
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d. rocelve the promise For life aF either payments, beneFits ar core9.......................................
IF deoth occurred on or beFore December 12, 1982, did d~cedent wllhin two yeors preceding
death transFer praperty without receiving odequote cansldelotlon9 IF deoth accurred oFter
December 12, 1982, did decedent tronsFer property within one year of death without receiving
adequate consideration'.... .......................,.............. t.......... ,...... ..........,............................
x
x
X
Old decedent own on 'In trust For', bonk occaunt ot his or her deoth9......................................
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
, '
.
1Ml' WILl. A'ID 1l1,STAMI1NI'
OF
o IARInnn n. E\If:RI!IT
I, OIAlU.OTl11 n, IlVI'JUrrr, of the IlorouRh of CarliSle, Ctlnbnrlond
County! Pennsylvnoin, dccloro this to ho 1'1)' J.nst I~ill ond revoke noy l~ill
or Cod cil previoosly MBde hy me. '
ITEM I: I direct that 011 1'1)' just debts, funernl expenses ond
odministration expenses, includinp. 1'1)' ![rnve marker, shall bn paid fran the
nssets of my estnte ns soon as practicahle nfter my decense.
ITEM II: I devise nod bequenth the residue of my estnte, of
every Mture nnd wherever situate, in equal shares to 1'1)' two grnnddaugbters,
SUZBMe fl.. Ilverett nod Jennifer A. Ilverett, or tbe survivor thereof.
JTr:lol III: I direct thnt nU tnxes that mny he nssessed in conse-
quence of my denth, of whatever nnture nnd by whatever jurisdiction imposed,
shnll be pnid from 1'1)' residuary estate os n port of tbe expense of the nd-
ministration of my estate.
Iml IV: I nominate nod nppeint the Fanners TnlSt Company,
Carlisle, Pennsylvnoio, Trustee of the share ond of noy preperty noy bene-
ficinry "llo mny bn n minor. The income nod/or principal of said trust mny
be aCCUllllloted or expended for the mnintennoce, education nod support of such
beneficinry as my trustee in its discretien mny detennine; nod my trustee,
in the expenditure of Income nod/or principal for such pUTJlOses, may, in
its discretion, apply the same directly without the intervention of a guonlion
or pny tbe same to ony person having tbe care or contrel of said beneficiary
or with whan the beneficiary resides, without duty en the part of the trustee
te supervise or inquire into applicntion of the funds by noy persen to whan
ony payment is se made. The bnlonce of such incane ond/or principal shall
bn poid to such beneficiary upon reaching ege twenty-one (21), or to such
beneficiary's estote in the event of death prior thereto.
lHll.
.!!!liY :
I appoint William H. Everett TIxecutor of this my !.nst
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1ml VI: I direct thnt my r:xeClltor shaU not bn required to give
bond rer the faithful perronnnnce of his dutios in nny jurisdictien,
1Jl::o
(),JL,~~ W1TN1'.5S 1I1IEnmF, I heve hereunto set my hand this I~ day of
.,.__([ ,1980.
fL.6~ ~ ~f'f"*
aT ottc . !vcrett
(SPAL)
11le preceding instlUlllCnt, consisting of this one typewritten page
identified by the signature of the Testotrix, Charlotte B. Everett, wos on
tbe day ond dote thereof signed, published and declnred by Olarlotte n.
Ilvcrett, the Testotrlx therein named, as and for her !.nst Will, in the pre-
sence ef us, who, ot her request, in her presence, ond in the presence of each
other heve subscribed our nOll1OS as witnesses thereto.
U,WO,,.Cl:1
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LANDIS. aLACK
C"""I'U. ,...""LV.,.14
~ II\l.Uo,nt 11'71
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.e Print or 1 e
FilE NUMBER
21-95-0579
COMMONweAlTH Of '(NNSYlVANIA
INHUITAHCI tAX InUIN
IISIDIN' DICIDIN'
ESTATE OF
Everett, Charlotte B.
fAil p,op.,tv lolnllv~n.d wllh Ih. Right 0' Survlvonhlp mud b. dlulo..d on Sch.dul. fJ
N~~':ER DESCRIPTION
VALUE AT
DATE OF DEATH
1,872.95
411.32
547.10
21.27
5.00
25.01
21.87
292.00
500.00
603.56
1,310.00
0.00
1. Checking accoW1t #0005-63471, Parmers Trust Canpany
2. ClU11berland-PerJ:}' Association for Retarded Citizens, wages
3. ClU11ber1and-Perry Association for Retarded Citizens, wages
4. The Sentinel, refund
5. American Expres" refund
6. State Pam Insurance, refW1d premium
7. Sprint, refund
8. Rowe Auctioneers, sale of personal property
9. Donald A. Maurice, sale of 1974 Buick LaSabre autaTOblle
10. Internal Revenue Service, refund
11. Personal property, appraised value. See attached letter
12. The Guarantee Carpanies, life insurance. Total proceeds
$9,500.00. See attached statement. Non-taxable life
insurance proceeds.
13. The Prudential, life insurance. Total proceeds $2,466.80.
See attached statement. Non-taxable life insurance
proceeds .
0.00
TOTAL Also ontor an IIno 5. Reea itulatlan S
5,610.08
IAllach additional Bl\" )C 11" ,h..ulf mo', .pac. It n..d.d.)
.
B~~. ROWE:~~ :~~t
OD . AU 2276L
R. D. 4, Box 353 · Carlisle, P A
249-2677 249.1978
Auction Is Action Call "ROWE"For Satisfaction
August 6, 1995
TO:Wllliam Everett
Executor
1521 Shirley Ave.
Carlisle, Pa. 17013
FROM: Benny E. Rowe
Appraiser/Auctioneer
2505 Ritner Highway
Carlisle, Pa. 17013
RE: Charlotte B. Everett Estate, Appraisal
1518 Terrance Ave, Carlisle, Pa. 17013
Chest,4 Drawer, Cherry, Bracket Feet
$ 95.00
Dining Room Suite, 7 Pcs.,Table, 4 Chairs,
Open Corner Cupboard 7 open Hutch Cupboard
500.00
Bedroom Suite, 5 pcs, Maple Finish
Dryer, Electric, Wards
Stove, Electric 30", G. E.
535.00
55.00
125.00
".1 0: -, _
, ) I' . _.~ . ~ _, ...-_..__..
Benny E. Rowe
./
The Guarantee Companies
Guarantee Mutual Life Company
Guarantee American Life Company
8801 Indian Hills Drive/Omaha, Nebraska 68114
(402) 390-7300
STATEMENT
OF
PAYMENT
CLAIM NO,
14610
POUCY NO,
u l-UOUll UlIll-OllOU ,I
INSURED
&:Vllll:TT, CIIARLUTH 110
CLAIMANT
GRUUP INFURMATION - CUHllfiRLAHU-PEHRV ASSUCIATIUN FUR
RfiTIIRU&:O CITIZENS
IITTN - MICIIELLE IIII!!R
117 N. III1NUI/EIl STIlEfi T
CAIlLI~LE, PII 17013
LIFE MiUUNT
WILLIAN II. I:V&:IIHT
15111 TI:RRACi III/e.
CAIlLISLE,PII 17013
9,:;00.00
i l
TUTIIL INSIIRAHCI: MIUUNT
* TOTAL AMUUNT PAlO
'),500.00
9,500.00
I,
S&:UGIoIICK JAMES UF PENN~VLI/AIIIA, INC.
I' U UUX 1675
/I11HRISUUIlG, PA
171 05-
L/\IJ1l EN 1I1iRRIlHlN
APPROVED DY
14021 390-7549 08/10/95
DATE d .
1
PAYEE
~~~'IIM'1\'i&"t~iT-Ml'<l.-~~JI-_~~~l\i~nll_J-- ~
" \
............-......
Mall to
W SHo
.Add.."
Field arr,,:e Inshuctlon,
CAHY 930
O.lInr., 01 Ih. 'lI.chld chic" .nd 'I.t.m.nt I.
UNCONDITIONAL
BA TCli NO. TO It
ThePrudentlal ~
'OR INGURANCE SEHVICE. GEt IN
tOUCH WitH YOUR REPAE5tNTATlVE
OR tltlS OFrtCe
CHECK STATEMENT
th. Prude"'",1 In,u..m:. Cnmpltnr 01 Amellt.
eentl., AII'I1',,: Ope""flU CUI.,
r.o, 80. u 1
Fori W.lh.flu,on, PA 1IOJ4
CAD CLAIM SUPPORT SRVCS
POBOX 3DB
FT WASIHNGTON PA 19034
DEATH CLAIM
COl'li eel Numb.r
Inlu'ldIAnnUlt",",
Chid, Numb.,
0207 0130?72
013 260 176
CHARLOTTE B EVERTT
AUG 40 1995
WE HGPE WE HAVE BEEN OF HELP TO YOU DURING THIS DIFFICULT TIME. THIS CHECK FOR $2.4B6.60 REPRESENTS THE
PROCEEDS FROM THE DEATH CLAIM ON CONTRACT 013 250 176.
SOURCE OF FUNDS
$1.000.00
$1,411.12
$30.42
$19.43
$5.03
FACE AMOUNT OF INSURANCE
ACCUMULATED DIVIDENDS AND INTEREST
TERMINATION DIVIDEND
POSTMORTEM DIVIOENO
INTEREST FROM OATE OF DEATH
AMOUNT OF CHECK
$2.466.00
.. .... ........ ........... ....... .......... ..........
IF THE DECEASED WAS NAMED AS A BENEFICIARY ON ANY OTHER INSURANCE CONTRACTS, WE SUGGEST THAT A NEW
OENEFICIARY BE NAMED AS SOON AS POSSIOLE.
SOCIAL SECURITY BENEFITS MAY ALSO OE AVAILABLE. FOR MORE INFORMATION, GET IN TOUCH WITH THE APPROPRIATE
GOVERNMENT OFFICE IN YOUR AREA.
IF WE CAN BE OF ANY ADDITIONAL SERVICE, PLEASE LET US KNOW. ~UST GET IN TOUCH WITH YOUR PRUDENTIAL
REPRESENTATIVE OR THE OFFtCE SHOWN ABOVE.
(IKUBTOBle)
(..e IBEVER)
PLEASE DETACH CHECK - KEEP STATEMENT FOR RECORDS
IIY.Ullllt 11.111
.
J
Ploalo P,lnt or TVpo
f 'E NUMBER
21-95-0579
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONwrAUH OF PENNSYlVANIA
INH[RITANCr tAX RftURN
RUID[NI DfelDINI
E TATE Of
Everett, Charlotte B.
ITEM
NUMBER
DESCRIPTION
AMOUNT
A, Funo,al Exponloll
1.
B.
2.
3.
Ewing Brothers Funeral Hane
5,405.00
1.
Admlnlat,atlvo Callal
P.rsonal R.p,.s.ntollvo Commlnlon.
Social Socurlty Numbo, of Porsonol Rop,o.ontollvo.
Yoor Commlsslonl paid
Anornoy Foo.
Landis, Black & Schorpp
Family Exomption
Claimant
Add,o.. of Claimant at docodont'. dooth
Stroot Addross
1,000.00
Rolollon.hlp
City
Stoto
Zip Codo
4.
Probato Foo.: As advanced by Landis, Black & Schorpp
Reserve for closing
141.46
125.00
-,
C. Mlleollanooul Exponlu,
1.
Rowe's Antiques, personal property appraisl
Boscov's, final bill
25.00
12.17
2.
3.
Borough of Carlisle, final water & sewer bill
Pennsylvania Power & LIght Oampany, final electric bill
United of PA, final telephone bill
77.76
II.
19.20
26.87
10.00
s.
6.
Darlene M:>yur, tax collector, personal taxes
7.
a.
TOTAL (AI.o onlo, on IIno 9. Rocopltulollon)
$ 6,842.50
(If mo,o Ipace II noodod, Inlo,l addltlonallhootl of lamo Ilzo.)
UV.IJIIlhl1.UI
ESTATE OF
ITEM
NUMDER
1.
2.
3.
4.
5.
6.
7.
B.
9.
10.
..
~jj.
l 'SCHI:DULE I J
DE8TS OF DECEDENT,
MORTGAGE L1A8LITIES AND LIENS PI PIT
~ .__ _ 0010 ~ nt or Vpo
FILE NUMDER
21-95-0579
COMMONW'AUIl 0' r""'''lVANIA
INHUIU,NCllUIIIUIH
l"IOINIOIClOINI
EVerett, Charlotte B.
DESCRIPTION
AMOUNT
Gulf Oil Limited Partnership, gas bill ,
National Health Laboratories, W1paid and unreirnbursed
medial expense.
Borough of Carlisle, water and sewer bill
Thee BonTon, invoice
Pennsylvania Power & Light Company, electric bill
Yellow Breeches Family Practice, unpaid and unreirnbursed
medical expense.
J.C. Penney Canpany, invoice
Boscov 's, invoice
United of PA, telephone bill
Yellow Breeches , Family practice, unpaid and unreirnbursed
medial expense
72.46
116.50
131. 74
29.09
100.64
12.64
77.29
147.25
59.15
20.96
'.
TOTAL IAlso enler on line 10. Recopllulallon)
{If mora spac. is na.JoJ, insort additional sh..,s 01 sarno sin.}
$ 767.92
.tV.IJUUtI1.111
.
COMMONW'AlIH 0' ,tNNnWANlA
IHHUIfANCI 'AX InUIH
IIIIO'H' o.eIOIH'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
21-95-0579
Everett, Charlotte B.
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
1.
A. Taxabl. alqulSlIl
Suzanne M. Everett, 166-62-4099
311 West Marshall Street
West Chester, PA 19360
Jennifer A. Everett, 173-62-0544
4590 Larch Drive, Apt. A-162
Harrisburg, PA 17109
50%
grand-daughter
50%
2.
. grand-daughter
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
a. Charitable and Governmental Bequestll
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o .nlor on lin. 13. Rocopllulatlon) S
(If more .pace II n..dld, In..rt additional .h.... of .am. .111)
.
I
/.'i-- 9 7 -I'~
REV-1547 EX AFP 1120951*,
COHMC)NNUl Ttl OF PENNSYLVANIA
DEPAR'"ENT Of REVENUE
BUREAU OF INDIVIDUAL lAKES .
DEP'. ZlOU)
tlARAIIBURG, PA HUe-060l
t!- t.,
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR OISALLOWANCE
OF OEOUCTIONS ANO ASSESSHENT OF TAX
DATE 09-30-96
FILE NO.
07-16-95 COUNTY CUMBERLAND
NOTE' TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS fOR" WITH YOUR TAX
PAYHENT TO THE REOISTER Of WILLS. "AKE CHECK PAYABLE TO "REOISTER Of WILLS, AGENT"
REMIT PAYMENT TO:
ROBERT R BLACK ESQ
36 S HANOVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
."Dunt Re.ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
ifiv:is47-EX"AFP-nZ-:9!;"j-iioi'"icnWi"NHEiiifAN"CE-YAin"pjij'iiiiSEHEiir-;"'U.i...OWANCnili-----"..---..------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EVERETT CHARLOTTE B FILE NO.21 95-0579 ACN 101 DATE 09-30-96
TAX RETURN WAS, eX) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Eat.t. (Schedula AJ (1)
2. Stock. and Bonda (Schedule 8) (2)
5. Cloa.ly Hald stock/P.~tn.~.hlp Int.r..t (Schedule C) 15)
4. Harig.g..IHot.. Receivable (Schedule DJ (4)
5. C..h/Bank Depolita/Hilc. Parlonal Property (Schedule E) 15)
6. Jointly Owned Property (Sch.dule f) (6)
7. Tran.fara (Sch.dule OJ (7)
8. Total AII.ta
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun.ral Exp.nsa./Ad.. Co.ts/Hllc. Exp.n'" (Schedul. H) (q)
10. D.bt./Hortgaga Liabllitia./Lians (Schadul. I) 110)
11. Total D.ductlon.
12. Hat V.lua of Tax R.turn
15. Charitabla/Gov.rn_.ntal Oaqu..t. (Schedul. J)
14. H.t Value of Eat.t. Subjact to Tax
I~ an assossmont wos issuod provious1Y, linos
ro~loct ~iguros that inc1udo tho totol o~ ALL
ASSESSMENT OF TAX:
15. A.ount of Lina 14
16. A.ount of Lin. 14
17. AMount of Lina 14
18. Principal Tax Due
NOTE:
.t Spousal
t.xabl. at
taxabla .t
,..t.
Lln..l/Cla.. A ,..t.
Collatar.l/Cl... B r.t.
1I5)
1I6l
1I7)
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT I')
INTEREST 1-)
) CHANGED
.00
.00
.00
.00
5,610.08
.00
.00
eB)
5.610.08
6,842.50
767.92
lIll
1I2)
lISI
1I4)
7.~10 42
2.000.34-
.00
2,000.34-
14, lS ond~or 16, 17 and 18 will
roturns assossod to dote.
.00 X .00=
.00 X .06=
.00 X .15=
lIB I
.00
.00
.00
.00
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN fl. NO PAYHENT IS nEQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREon" ICRl, YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.l
.
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OU
RESERVATION. E,.,t.. of dlcld-nt. dYing on or blfor. Olclab.r lr, 1912 -- If any future Int.r..t In thl ,,'at. S. tran'farrad
In po.....lon or enJoy..n. to Cl... I leolbt.,,1) beneflclarlu of thl dacadlnt aftu thl I.plntlo" of any ,,'st. for
II'. Dr for v..r., thl Co..onw..lth hlr.by ,.pr...ly rl.lrv.. thl right to .ppr.I.. and ...... tranl'.r Inherltancl ,....
at thl lawful el... I Ceoll",r.l) r.t. on any luch future lnl.r..t.
PURPOSE Of
NOTICE. To fulfill thl r.qulr...nt. of s.ctJon IlltO of thl InhuUllnu and Est_" rill Act, Act ZZ of .991. 7Z P.S.
S.cUon 2140.
PiMNTa
O.t.ch thl top portion 0' thh Notice Md tubelt with your pIV...,t to thl R.ghtl" of Willa prlntad on thl nVlnl ,Id..
--Hlkl chick or "",y order payabl. tal REGISTER OF MILLS, AOENT
All pay.antl rlnh,.d .h.ll Unt b. .ppU.d to .n~ Inhr..t which .'V b. dua with anv r..aiMIt appll.d to the ta..
REFUND eCR). A r.fund of a ta. cradlt. which wa. not raqua.tad on the r.. R.turn. ..v b. rlqu..t.d bv co.pl.tlno an "Appllc.tlon
for R.fund of Penn.vlvanla Inh.rltanca and E.t.t. Ta." (REV.ISIS). Application. er. avallabl. at th. Offlc.
of the Raglst.r a' WIUI. Iny 0' the ZS R.v.nu. Ohtrlct Offlc... or bv c.Ulng the .p.cI.I t4-hou,.
an,w'''lna ..rvlc. nuab.,., 'or 'or., O,.d.,.lnal In P.nn.vlvanla 1.100.56t.t050. out,ld. Penn.vlvanl. and
within 10c.1 Harrl.bura araa (717) 717-1094. TDDI (717) 77t-!rS! (H.arlng I.p.lr.d Onlv).
OIJECTlONS. AnV p.rty In Int.r..t not ..thll.d with thl apprals"lnt. allowanc. or dlsallowanca of deduction.. or ........nt
0' t.. Uncludlno discount or Intar..U .a .hown on this Nolin .u.t obJ.ct ..lthln .bty (60) dav, 0' r.celpt 0'
this Holln bYI
....rltt.n prot..t to the PA D.p.rt..nt of R.v.nuI. loard 0' Appaal.. Dlpt. ZIIOZ1. Harrl.burg. PA 17IZ.-10ZI,
nalactlon to have thl ..tllt d.taralnad at ludlt of thl .ccount of the p.r.on.1 rIPrla.ntatlve, OR
.-.pp.al to the Orphan.' Court.
OR
~
I
ADMIN
IITRATlVE
CORRECTIONS, Faotual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In ..rltlng tal PA D.part..nt of R.v.nu.,
Bur..... of Indlvldu.l h..., ATTN. Po.t A.......nt Ravllw Unit, D.pt. Za0601, llarrlsburD. PA 17IZI.0601
Phon. (717) 7.7-6S0S. S.. pag. 5 of thl bookl.t "In.tructlon. for Inh.rltancl 'a. R.turn fa,. . Ra.ld.nt
D.c.d.nt" (REV-ISOI) for an IMpllO_tlon of .dalnl.tratlvalv corractabll .rtor..
If anv ta. due I. p.ld within thra. (51 cal.ndar aonth. a'tar the dac.d.nt', d..th, _ flv. p.,.c.nt (S~I dl.count 0'
the taM p.ld I. allow.d.
,
DISCOUNT,
PENAL TVI
Thl 15~ taK aan..tv non-participation p.n.lt~ I. coaput.d on the tot.1 0' the t.K .nd Int.r.at .......d. and not
p.ld b., or. Janu.ry II, 1996, the flr.t day ,'tar the .nd 0' the t.K aan..ty p.rlod. Thl. non.partlclp.tlon
panalty I. .ppaalabl. In th. .... .ann.r and Jn the the .... tlea parlod .. YOU would .pp..l the t.. and Int.r..t
that ha. ba.n .......d a. Indica tad on thl. notlca.
INTEREST.
Int.r..t I. charg.d b.glnnlng wJth ,Jr.t day 0' dallnqu.ncy, or nln. (9) eonth. and ana (1) d.y 'roe tha data 0'
d.ath, to the data 0' pay..nt. TaK" which bac..a d.llnqu.nt b.for. J.nuary 1, 1911 b.ar Inter..t at the rata of
al. C6~) p.rca~t p.r annul calculat.d at a d.llv r.t. 0' .00016'. All t.K.. ~hlch blca.a dallnqu.nt on and .ft.r
Janu.ry 1, 198Z will b.ar Jnt.r..t .t a r.t. which wJIl vary froa c.landar y.ar to cal.ndar y..r ..Ith th.t r.ta
announced by the PA Departa.nt of RavanuI. 'h. .ppIJc.bla Int.r..t rata. 'or 1982 through 1996 ara,
!!.!r Inl."..t Rat. D.lh Intar..t Factor :!!!r Int."..t R.ta DailY Int.r..t Fllctor
1911 20le .0DDS4I 1987 .~ .000247
1911 16~ .ODDU' 1981-1991 11:< .00nOJ
19.4 11:< .OODSOI 199Z .~ .000Z47
19l5 lS~ .000356 1995-1994 ,. .000192
1916 IDle .000274 1995.1996 .~ .000247
ulnt"..t It calculat.d .. follow. 1
INTEREST . SALANeE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Anv Notlca I..u.d aftlr tha taM b.co.a. dallnquant will r.flect an Int.r..t calculation to flft..n C1S1 d.v.
bayond tha d.t. of the ........nt. If paya.nt It ..d. aft.r the Inter..t cOllflutallon data .hown on the
Hotlc., .ddlllaMl Intar..t ""It b. calcul.l.d.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Charlotte B. Everett
Date of Death: July 16. 1995
Will No. 21-95-579
Admin. No.
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. 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 X
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account infonnally to the
parties in interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of fonnal or
infonnal accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Date: lO/lo.f{ qr,
~~u.~
Ro ert R. Black, Esquire
36 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 243-3727
Capacity:
_ Personal Representative
X Counsel for Personal Representative
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