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HomeMy WebLinkAbout95-00590 " ---.~ or BEULAH M. BEEKER I, BEULAH M. BEEKER, of Shrewsbury Borough, York County, Pennsylvania, declare this to be my last Will and revoke any Wills previously made by me. I. I direct that all my just debts, funeral expenses and expenses of my last illness shall be paid from the assets of my estate as soon as possible after my decease. II. I give and bequeath the sum of Two Thousand ($2,000.00) Dollars unto my nephew, Murle E. Beeker, if he survives me but if he fails to survive me I give and bequeath this sum unto the York County Blind Center. III. I give and bequeath the sum of Two Thousand ($2,000.00) Dollars unto Nellie Beeker Poehlitz, if she survives me but if she fails to survive me I give and bequeath this sum unto the York County Blind Center. -'i" IV. I direct that the residue of my estate be converted into cash and divided into four (II) equal shares to be distributed as follows: 13 i'd/dL );r ~ "/J~au A. One (1) share unto the Zion Lutheran Church in Glen Rock, Pennsylvania, to be used as the governing body of said church deems appropriate. B. One (1) share unto my nephew, Gene E. Markel, or unto his issue, per stirpes, should my nephew predecease me. C. One (1) share unto my nephew, Kevin Markel, or unto his issue, per stirpes, should my nephew predecease me. D. One (1) share unto my nephew, Barry Markel, or unto his issue, per stirpes, should my nephew predecease me. E. Should any of the above namcd persons predecease me I direct that that share be divided equally among the other beneficiaries entitled to one (1) share of the residue. V. I appoint my nephew, Gene E. Markel, as my Executor. Should the said Gene E. Markel predecease me I appoint Robert L. Williams as my Executor. VI. I direct that my Executor shall not be required to gi ve bond for the faithful perfor'mance of his duties in any jurisdiction. VII. I direct that my Executor shall have the power to sell at eithcr public or private sale any of my property, real or personal, or make distribution in kind as he may deem appropriate, in so far ~_a~)/f ~-e/ckt/ -2- as such distribution shall not be inconsistent with other provisions of this my last Will. VIII. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary '.state as a part of the expense of the administration of my estate. t: IN WITNESS WHEREOr, I have hereunto set my hand this day of September, 1985. :</1'1( ~~-uL, 473o;,/uJ The preceding instrument, consisting of this and two (2) other typewritten pages, each identified by the signature of the Testatrix, was on the day and date thereof signed, published and declared by BEULAH M. BEEKER, the Testatrix therein named, as and for her last Will, in the presence of us, who at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. r9~ ~h' ~/~ /' of /rJ) s. ~~$I.. .~) p t: A~e s s ./ ZLZ2l.;- 4~ / k ).,l.J- of~_ .e.".-L /? 1'_7./~;1 '""'i\Oi:fre s s / -3- 21 - 95 - 590 REGISTER OF WILLS 01: COUNTY OATH OF SUDSCIUUlNG WITNESS ./ , codicil -~ (each) a subscrlblng'wllncss to the wll1 presented herewith, (cach) beln Jl~uallfled according to law, depose(s) and say(s)'ihat present and saw '-, //'~ the teslal , slgnlhe sume a,~hal / signed as a witness at Ihe requesl of lestal In I. presel;& diln' the presence of ench olher) (Inlhe presence of the olher subscribing wltness(es)). ./ / /' Sworn 10 or affirmed and subsenbed before / me Ihls day of /' 19_ (Nnme) -- Register (Name) C) () c:. iT." -<' (Address)" ' .r. " ~ I J,. REGISTER OF WILLS OF Gvrl b...AlorJ ..<. COUNTY;: OATH OF NON-SUBSCRIBING WITNESS:;, ~ ..!iJ JI€f1.~; /..' (llt.,,-..>! '" I (each) a subscriber herelo, (each) elng duly qunllfled according 10 law, depose(s) and say(s) Ihal 'I-h,. I ".L-l- familiar wllh Ihe signature of ~.J,u<kl.~ I'Y/ ~.c L/l , I -=dleU- leslal~ of (one of the subscribing witnesses (0) Ihe wll1 .,. thai presented herewith and codicil believes the signature on Ihe wll1 Is In the handwriting of I3'LA/t1' /Y1.~.1'IJ'fl to Ihe besl of #,,; ^ _ knowledge and belief. ,0; ~,-..: 01, ~,-~p/L<j (Name) . of ,f.j, I-(()',<>lt!'~ '..:;,{. '('""liSt.. Sworn 10 or affirmed and subscribed before me Ihls . ~!~,_,__ day of AUGUST )(, ~ - PII 17010 (Addre.fs) t Reglsler (Name) (Addreu) :11 :nttl I' C " ,'.; vi" f.~ ,:... 21 - 95 - 590 REGISTER 01<' WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (ea~ a subscribing witness 10 the will presented herewllh. (each) b law, dCjl s) and say(s) that uly quallned according 10 presenl and saw the testal . sign e.s me nnd th signed as a witness allhe request of leslal-In resence and (In the presence of each other) (In the presence of Ihe other subscribing wUnes '., '0 L. rmed and subscribed before day of 19_ ,~ . ., \ n~ ,.-1'" ('- Register "J I (.'1 .-, ..,: (Name) (Address) 1.1 'I; Wf'- 0:- IX ,J l: -. ::> (.)(.) REGISTER OF WILLS OF CUMRfRI ANn COUNTY OATH OF NON-SUBSCRIBING WITNESS EiL~€~/ t HI4K,KEL (~~)( a .subscriber herelo, QtlllOXl being duly qualified nccordlng 10 law, depose(s) and say(s) thai SHE IS familiar wllh lhe signature of BEUI AH M RfFKFR , xll~~H lestaL.l!J! of (mxO:f)OU\l(X)(OO>li'(I411H1l1XlOO:<<<l$)(<l$XX~ lhe will Ihal SHE presenled herewllh and x,,~lfH believes the signature on the will Is in lhe handwriting of BEULAH M BEEKER 10 Ihe best of HER knowledge and belief. fl ~ d It! eull 6 s-; Ji!:Z:i ~L .dl: ~(/' etui.!:I::essQ1 /'1D (0 , Sworn 10 or affirmed and subscribed before me this 4 TH day of AU UST 5 (Name) (A ddress) , ~.-.....--..,....._... "- 't.,,::-;---------(""""'----""""---- - -- ---~- -- - --- ------ - ---'--- - - --- t::;.~:~;~(~{\~~~:;:~'~ru.~.~~;;/f'(--.',~-^?!:,:~?},;~ "-;":,' <U?y.: . .--": .--', ...... . , Dc" '~,f,o. ":,'A,',', .,','A,',.".',.,..,O" 8,2,<1, 4" 4,,', ;,.., ;\,,'. ..,., co, ,..MO" NWEALTH OF, PENNSYLVANI.A ." <>'\".' dr' ,.,'" . DIPARTMENTO.RIVINUI ' !iri.;:~;;li...;~ ;0:.,',', '. OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ". RECEIVED FROM. . i ACN ASSESSMENT P:'I CONTROL 1:,1 NUMBER AMOUNT BROUJOS JOHN ESQ 4 N HANOVER ST 101 .1,60U.OO " CARLISLE, PA 17013 ESTATE INFORMATION, !II FILE NUMBER g el-199e1-0!l90 EJ NAME OF DECEOENT (LASTI I!I OATE OF PAYMENT ir EI POSTMAR E COUNTY SSN 190-1e-1l4S IFIRST) (MI) OATE OF DEATH REGISTER OF WILLS m TOTAl AMOUNT PAID .1 ,SOO. 00 ",,"../J7L~A MARY C~~ , REGISTER OF WILLS REMARKS BROUJOS GILROY & HUSTON P C SEAL CHECK. 1941 --.----~-'-_.....-""7"'/7:-~.~-------"--.-----.---,---'--..~:7"77:~~.~- -:' ,." '~'" ~. I '. ~, ", " . t'; f .( ... ... ,-- , --..,.- r -' _..JJ -~ ~_ 19. , " '--. .._~. '. ~(V:Il00lh'17'9'1 . CQMMONWfA104 0' PfNNSYlVANIA D"A""'I'''?S A\VIHUI HAAA"fJib. ~A ~ 21<>601 . I . AN NoI ~ INIIALI !lEEKI,R, !leulnh M, IAI. U I Y' U . g"lI Of PI4tH 190-12-1148 06/18/95 15-!-I~-q INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) , .OR DAm O' DIATH A"1Il12/~1191 CHICK HIAI Ir .. J~UJ"L POVlArT CUPIT IS ClAlMID 0 .... NUM... 1995-00590 COUNrv CODE VfAR NUMB!R I .., A 659 Ih:!1vcdcrc enrl Jnle, I'A Co~ Cumhurlllnd AMOUNT leetlvlD I H Street 17013 or,/18/l898 lit .'NCAIIII ,,,nMHO IP'OUU'\ HA"'" fLAn. ..1\1 4hO "',WXI "'I'~U C 2. $uppl....n..1 R."'n o Ao. o 3. R.malnd., R,IUM (f., d.", ., doc.h p,I., ,. 12.13,82) o 5. Fed.roll!uol' Tall; R'''.lrn R.qulr.d I!! ~1. OrigInal R.turn ~~! OA, lImlt.d EI'at. ~I rn!6. ~.c.dt"t Di.d T"tolt "no,h .'P7 ., WillI r ....:; II, Broujos, Esquire ~~ .. 243-4574 l!l 1= .. if .. IS S 'u,ur. Inler.&' CompromIt. (f., dOI...f deo,h .h.. 12.12.821 OlCed.nt Maintained 0 Uvll'lg Tru" (Anoth capy of TrUll) "'INFORMA Off; ~ MAI~IN AOQkfU 4 North IInllover Street Cnrliale, I'A 17103 . .."'~~'il ,J u~.. o 7, _ 8, Total Numb,r 0' Soft D'pa.l. Bou. r)",IOo).. 0.00 0.00 0,00 0,00 27,315,45 l!i 5 ! '" 1. Reol e..... (SclIodul. A) 2. Stock. ..d 8..d.(Sch.dul. 8) 3. Oo.lIIy H.ld Slad:lPoP1".r.hip Int....., {Sth.dul. q A. Mortgog.. and Nal.. R.ulvobl. (Sch.d"," 01 .5, Co&h, Bonk O.pOdll & MllC.Uon.ou. p.rtonol Property IS,h.dul. EI 6. 1.I.tly O"",d P,.p.rty (Schltdul. '1 7. r,.n.f". ($chtdul. G) lS,hltdul. II 8. rot.1 G,o.. A..... (101.111... 1.7) 9. Puneral !aP'A'''. Admlnlttrallv, Co.II, Mlte.llon.ou. hp..... IS,htdult HI 10. D.b", MO"QoQ' liabilitje., U.n. (5th.dul. I) 11. rot.1 o.dudl.n. 1'.1.1 Un.. 9 & 10) 12, Not Volut.f hI." (LI.. 8 minus II.. III 13, Ch.,U.bl. .nd O.,,,n...n,.1 hqut", (S,htdul. J) 14. N.t Valu. Sub.d to falt llt'l' 12 ",lnul line 13) I~. Sp.u,.1 1,0."".(10, d.... of d..,h .h.. 6.30.941 $.. Inllructionl for Ar.pllcabl. P,rcentag. an R.v.,.. Sid.. ('nell/d. yol""l rom 5ch.dul. K or Sth.dul. M.) 16. Amount of Un, I A ,ollabl. or 6~ ro.. (Indud. yolu.. from Sch.dul. t( or Sch.dul. M.) 17. AMOunt of Un. 14 taxabl. at 15% rail (In,lud. ,.Iu.. r,..m Sch.dul. K ., Sch.dul. M.I 18. PrlndpallaK due (Add tOK from Un.. U, 16 and 17.) 19. Cr.dlll $polol.al PO..."I)' Cr.dlt Prior Paym,nl. 1800.00 (19) (201 (I) 12 ) (3 ) I A I (~ ) (61 (71 0.00 0.00 27,315.45 (9) (10) 7,974.67 36,00 ( 81 8,010.67 19,304.78 3,826,19 15,478.59 (11) (121 1131 IA (151 (161 (171 liC.__ " ,06. 15,478.59." .15. 2,321.79 118) Ol,counl 94.73 In'tr'lt 1,894,73 Chl.t'L he... If VUU UIl' ff'flUl'\ltnfJ CJ IrfU1H1 of your nVNptlyn"tt'nl. (21) (21AI (2181_ 427.06 N t.~) r"J f,L- .... ..... u; ....:;-i tl... " " " "-,' CC 'J1 p, . .:.:;;- "";;> Gu .' Commonwealth of Pennsylvenla Inheritance Tall Return Re.ldent Decedent SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ,,=.=~u;"'" :""~.,,-,,".,,.. -.~-~--~ -,- "'-;"..'" -... -^ ~"--' .-~- . . _._~.- -.. ,-.'. ".....- ......... ...._~ .. .._._.._d_.~ : .~____'" i';.'<":,~"' ,~'. ~'\'!"~''''~<<''''".tC---l'''''''~.,=,r.t''A':;'I:;;:.",_=",!~~,"-=nc,;::'''''''''U' E.tate of File Number ____w__~_..~~~_~____,~_____~__.___~~_.____..+~'~_'_____~------ BEULAH M. BEEKER 1995.00590 (All property jolnlly-ownld with thl Right of Survlvorehlp mu.t be dl.clos.d on Schedul. F) .---_._.._~ -.----......---.------ ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ..~_____~_.. ..__~.__.._._____~...^_.~_______."_h__"'....____'_________~ 2. CD No. 5S402 Issue Date: 08109188 The Glen Rock State Bank P.O, BOll 127 Glen Rock, PA 17327 Checking Account No. 11-618.5 The Glen Rock State Bank P.O. BOll 127 Glen Rock, PA 17327 $ 20,029.59 1, 707.83 3. Pension checks from The Amalgamated Colton Gsnnet & Allied Industrle. Fund 730 Brosdway New York, NY 10003 380.00 4. CD No. 50043 (Burial fund) The Glan Rock State Bank P,O, BOll 127 Glen Rock, PA 17327 8,218.23 TOTAL (Aleo enter on line 5, Recapitulation) $ 27,315.45 Commonwealth of Pennsylvania Inheritance Tax Return Resident Decedent SCHEDULE H FUNERAL EXPENSES ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ='+;:"~-__~--'""--=-_""'-Z='=="'=.",,-,;:-~~~_=.:.= ';.",,-=._""':'-"~:.:'-":.:c=.~..:;;,-:::--~.:.;,~,-...o=.:..~=~"":".':"-='-:"==~=tr:.:..-=-.;::;'!>":o.7..o:___ ==--==:'==..c: Estate of File Number BEULAH M, BEEKER 1995.00590 ~_._-_._----_.__._._._~ ITEM NUMBER DESCRIPTION AMOUNT ---_._-------~--_._--- A. Funeral Expenses 1, Gelpel Funeral Home Inc. 53 Main Street Glen Rock, PA 17327 5,633.40 B. Administrative Costs: 1, Pereonal Representatlva Commlsslona . Gene A. Markel Soclel Security Number of Pereonal Representative: 195.24.2454 Year Commissions paid: 1996 1,365.77 2. Attorney Fees: BrouJos, Gilroy & Houston, P.C. 4 North Hanover Street, Carlisle, PA 17013 850,00 3. Family Exemption .0. 4. Probate Fees. Register of Wills, Cumberland County, PA 77.50 C. Miscellaneous Expenses: 1, Register of Wills, Cumberland County, PA . Inheritance Tax Return 15.00 2. Register of Willa, Cumberland County, PA . Inventory 10.00 3. Roglster of WlI1s, Cumberland County, PA . Family Settlement Agreement 17.00 4. Reglater of Wills, Cumbsrland County, PA . (3) Short Certlflcatea 6.00 TOTAL (Alao enter on line 9, Recapitulation) $ 7,974.67 Commonweelth of Pennaylvanla Inharttance Tax Retum Realdent Decedant SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND UENS Eatate of File Numbar BEULAH M. BEEKER 1995.00590 ITEM NUMBER DESCRIPTION AMOUNT 1, PA Income Tax 38.00 TOTAL (Allo enter on line 10, Racapltulatlon) . 38.00 . . Commonwealth of Penneylvanla Inheritance Tax Return Reeldent Decedent SCHEDULE J BENEFICIARIES Eetate of -::'==:.:...~-=;::..-:-.....=..:.""'::::c~__-;:=-:':O"c,P:...-:;-==<;;;;;;:-..:.;.=-=-;::=+=-=--:--===';:=:.=~,;~="."..==;::="...-::.'0'.= File Number BEULAH M, BEEKER 1995.()0590 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1. A. TIXlbl1 BlqUIIII: Murll E. Bllklr 1711 Mt. Clrmll ROld Plrkton, MD 21120 NIIIII C. Poehlltz 18912 Yorte ROld Plrkton, MD 21120 Nlphew $2,000.00 Speclnc Blqulet 2. Nllce $2,000.00 Speclnc Bequeet 3. Oane A. Mlrteel 889 Belvedere Street Clrlllle, PA 17013 Kevin Mlrteel 8819 Blllrwood ROld Apt B-3 Perry HIli. MD 21238 Blrry Mlrtell 37524 Carolyn Drive Avon, OH 44011 Nlphew 1/4 relldul 4. OreltoNephlw 1/4 relldul 8. OreltoNephew 1/4 relldul ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OF SHARE OF ESTATE 1. B. Chlrlllbll Ind Govemmentll Bequeltl: ZIon Evengellcll Lutheran Church 47 Hlnovar Slr..t P.O. Box 8 Glen Rock, PA 17327 1/4 relldue TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aleo enter on line 13, RecapltulatJon)$ \ 01" -. -_ _". ~... ,...-_ 1"'*- - _ _ _ __ _ _ _ _ __ _ _ __ _ _._. __.. . ---"-------....-.------------- RECEIVED fROM. & ACN ASSESSMENT P:' CONTROL 1;1 NUMBER AMOUNT BROUJOS JOHN ESQ 4 N HANOVER ST 101 ...1::/.00 CARLISLE, PA 17013 ESTATE INfORMATION. m I N M Ii e 1- 1995-0590 m NAM Of DECEDENT LAS 1;1 BEEKER BEULAH M I DATE f PAYMEN II POSTMARK COUNTY SSN 190-1e-114B (fiRST) Mil CUMBERLAND DATE Of OEATH SEAL GENE A MARKEL C/O JOHN H BROUJOS CHECK" 004 m TOTAL AMOUNT PAID .427.06 vz 9 ,~. RECEIVED BV 'Jifl/~y ~~- A'-'~1.,o;-v MARV C. LE'WIB 11'~ REG J STER OF W J LLS ,,& fY' REMARKS ESQ REGISTER OF WILLS '. -~. ..;' , . ., ~. , . I '-'- \' .... '. . .... r , \ ,f ... ...... .... . .,.----- , -.-...-..-. --:::~ I .._.~dJ Ji~' ~ _ J ,L~ '" - - ,-, ~._-' \. U!<ICIlFlCA110N OF N011CE UNDER RULE ll.8(a) NlIJDe of Decedent: Beulah M, Beeker June 18, 1995 Date or Death: WWNo. .;2/-15- 6"10 AdmIn. No. To the Reglater: I certIfY that notice of beneficlallnterest required by Rule 5.6(a) of the Orphans' Court Rules was lI8I'Yed on or malled to the following beneficiaries of the above-captloned estete on : Nmwl Address Murle E. Beeker Nellie C. PoehUtz Zion Evange1lca1 Lutheran Church Gene A. Markel KevIn Markel Barry Markel 1711 Mt. Carmel Rend, Parkton, MD 21120 18912 York Road, Parkton, MD 21120 47 Hanover Street, P.O. Box 6, Glen Rock, PA 17827 659 Belvedere Street, Carlisle, PA 17018 8819 Blalrwood Road, Apt. B-8, Perry Hn11, MD 21286 87524 Carolyn Drive, Avon, OH 44011 Notice has now been given to all persona entitled thereto under Rule 5.6(a). ~O~~UL ./Oene A. Markel, Executor 659 Belvedere Street Carllale, PA 17018 August --' 1995 SEP 15 1995 Capacity: Personal Representetlve r- 1":<;( c. r:;. JO._ '" r'~l b-: f~ fu (,,1 " I{) 'UO 9' , :; 0:' Gu \~ /-9.5 -. 5-90 J INVENTORY OF THE REAL AND PERSONAL ESTATE OF BEULAH M, BEEKER, deceased 1. CD No, 116402 lsaue Date: 061091S8 $ 20,000,00 The Olen Rock Slate Bank P,O, Box 127 Olen Rock, PA 17327 2. Checking Account No. . 8110,00 The Olan Rock Slate Bank P,O, Box 127 Olen Rock, PA 17327 3, Pension checks from The Amslgamated Colton Oarmet & 270.00 Alllad Industries Fund 730 Broadway New York, NY 10003 4, CD - Burlel reimbursement 400,00 $21,320,00 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss Oene A, Markel, being duly swom according to law, deposes and says that he, the Executor of the Eslate of Beuleh M, Beekar, late of Carlisle, Cumberland County, Pennsylvania, deceased and that the within Is an Inventory made by himself, the Executor of the entire eslate of decedent, consisting off all the pereonal property and real eslate, except real eslate oulalde the Commonwealth of Pennsylvania, and that the figures opposite each Item of the Inventory represent It's fair value as of the date of decedent's h. Sworn and subscribed before me, thls~ day of ()c:Iu;"L- . 1995, S/J~~~~A D.. ~~ ',"6::1 Shenf L. NOlanal Baal CarNale Do Mu'8[%. Notary Pubic My Comml..To'n ~'=~I~ A1ACv.,(lQ_ a..... Oene A. arkel, Executor 659 Belvedere Street Carlisle, PA 17013 Date of Death: INSTRUCTIONS 1. An Inv.ntory mu.t be Iliad within thr.. month. .rt.r .ppolntm.nl 01 par.on.1 r.pr...ntatlv.. 2. A .upplam.nt Inv.nlory mu.t b. lII.d within thirty d.y. 01 dl.cov.ry 01 .ddltlon.1 ....1.. 3. Addltlon.1 .h..t. m.y b. .ttach.d .. to p.r.on.lly or raally. 4. S.. Artlcla IV. Flduclarla. Act 01 1548. / REV-1547 EX AFP (12095* COHtWNWUL lit Dr PfNHSYL VANIA DEPAAItt(HI or RlVlHUE IUREAU or INDIVIDUAL I'X[S MPf. 110601 11ARRIIBURG, PI. 1111'1-0.01 UTATE OF BEEKER BEUrA DATl! OF DEATH 06-10-95 J'S''Ij'- 9 CI? NOTICE Of INIIERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS ANa ASSESSHENT Of TAX ACN 101 DATE 06-24-96 FILE NO, COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT TIlE UPPER PORTION Of THIS fORH wlm YOUR TAX PAYHENT TO THE REOISTER Of WILLS. HARE CIIECK PAYABLE TO "REOISTER Of WILLS. AGENT" REMIT PAYMENT TO: JOHN H BROUJOS 4 N HANOVER ST CARLI SLE PA 17013 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 AMount R..it tad CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v:ii;4rix-Aiijo--iiz-:9iii-ililYiciucWYNHiififiliici-YA'in-PPRA'isiH€il'r;-;ii.i.-ciwiliici-ifli---uu----mm DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX !STATE OF BEEKER BEULAH M FILE NO. 21 95-0590 ACN 101 DATE 06-24-96 TAX RETURN WAS I C X I ACCEPTED AS fILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Eat.l. (Schedule A) (1) 2. stock. and Bond. (Schedul. 81 (2) 5. C10..1y Hald stock/Partnership lnta,...t (Schadule CJ (3) 4. Hortg.gaI/Not.. Receivable (Schedul. DJ (4) S. C..h/Bank DapoIUa/Hllc. ,.,.,onal Propady (Schedul. EJ 151 6. Jol..t1y Ownad Prop.,-ty (Schedul. F) (6) 7. Tran,fa,.a (Schedula OJ (7) 8. Total A...t. ,00 .00 .00 .00 27.315.45 .00 .00 leI 27,315.45 APPROVED DEDUCTIONS AND EXEMPTIONS: t 7.974.67 9. Fun.ral Expan.../Ad.. COI ./H1Ic. Expans.. (Schedule HI (9) 10. Debts/Hodgag. Liabiliti../Uana (Schadul. II Cia) 36.00 11. Tohl Deductions (11) 12. Nat Value of Tax R.turn (12) 15. Ch.rlt.bl./GoY.rn~.nt.l Bequa.t. (Schedula J) (13) 14. Nat Value of Ed.t. SUbjeot to TaM 11ft) NOTEI If an assessment was issued previously, lines 14, 15 and~or 16, 17 and 18 reflect figures that include the total of Bhb returns assessad to date. ASSESSMENT OF TAX: IS. AMount of Llna 14 at Spou..l r.t. CIS) 16. AMount of Llna 14 taMabla at Lina.I/CI... A r.t. (16) 17. AMount of Lina 14 taxabl. at Collat.ral/CI... B r.t. (17) 18. PrJnclpal TaM Dua R.n1n 67 19,304.78 3,026.19 15.478.59 will .00 .00 15.478.59 X .00. X .06. X .15. nel .00 .00 2.321.79 2,321.79 TAX CREDITS I PAYHENT DATE 09-15-95 03-14-96 RECEIPT HUHaER AA082144 AA1l2610 DISCOUNT (t, INTEREST 1-' 94.74 .00 AHaUNT PAID 1,000.00 427.06 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,321.00 .0ICR .00 .0ICR . IF PAID AfTER DATE INDICATEa, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. If TOTAL DUE IS LESS THAN 11, HO PAYHENT IS REQUIRED. If TOTAL DUE IS REflECTED AS A "CREOn" ICRI, YOU HAY BE DUE A REf UNO. SEE REVERSE SIDE Of TillS FORH fOR INSTRUCTIONS. I ~ t::~ ~- ~ Q!i1 .. "0; ~ ., ." ~ C ri ~ .. t: ~ N d ~-:, ~ 'J ,,-., .; () .11 ,U :rl'1) ~ ';';1::: 0:0: c38 RESERVATION. E,'et.. 0' d'c~t. d_lng on Dr b.for. Dlelabat 12, I"Z -- If on>> future Int.r..t In thl I...t. 1. tr.n,'.rr.d In po.....lon or ~JDv..nt to el... . (coll,'.r.l) baneflcl.rl.. of thl dlcld,n' .'t,r the Ixplratlon 0' any ....t. for 11', or for v..r" thl Coaaonwellth hlr.by Ixpr...ly r...rv.. thl right to appr.I.. and ...... tran,'.r Inh.rlt~. 'IXI' It the lawful C1I.. . Ceoll.t.r.l) r.t. on any .uch future Int.r..t. PURPOSE Of NOTICE. To fulfill thl rlqulr".,,'1 of bcUo" 214D of thl Jnh.rltanu and E.t,t, 'Ill Act, Act 22 of 1991. 72 P.S. s.ctlon nu. PAYHEHTI D,tlch the top portion of thl. Hatlc. end lub.lt with wour ply,."t to thl AIDI.t,r of Will. prlntld on the r.ver.. .Ide. _a"ak, chick or aonev order p'Yllble tOI REOISTER OF MILLS, AGENT All ,.v-.ot. r.c.lv.d .h.11 'Ir.t ~ appllad to any Int.r..t which "V b. due with ~V ra..lnd.r .ppllad to tt~ t.M. REFUND CCAII A r.'und of a t.x cradlt, which w.. not r.qu..t.d on the Tax A.turn, ..v ba r.qua.t.d by caapl.tlng an "application far R.fund of p.nn.ylvanl. Inh.rltanc. and E.t.t. T.M" CREY.1515). Application. .r. .v.llabl. at tha D"lc. a' the A.al.t.r of Will" anv a' tha 25 R.v.nu. DI.trlct Dfflc.., or bv c'lllng tha 'Plcl.1 2'-hour an.w.rlng ..rvlc. "ueb.r. 'or far.. ord.rlngl In P.nn.ylvanl. 1-100-562-2050, out.ld. Penn.ylvanl. and within locII H.rrl.bUrg .r.. (717) 787-8094, TOOl C7171 772-2252 (H..rlng lap.lr.d Only). OBJECTIONS I Anv p.rty In Int.r..t not ..tl.,I.d with the .ppr.I....nt, allowlnc. or dl..llowanc. of dlductlon., or .......ent 0' tlM (Including dl.count or Int.r..t) .. .hown on thl. Notlc. IU.t obJ.ct within .IMtv (60) d.y. of r.c.lpt 0' this Notlc. by! --wrltt.n protlat to the PA D.part..nt 0' RIV'nu., BaIrd of App..ll, D.pt. 211021, H.rrl.bura, PA 17121-1021, OR --.llctlon to h.v. the 'Ithr d.t.r.lnod .t ludlt of the ICCOunt of the p.r.onal r.pr...nt.tlv., OR --'PP'II to the Orphln,' Court. ADHIN ISTRAlIVE CDRAfCTlOHl1 F.ctual .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In wrltlna tal PA O.part.ent 0' RIVenu., lur... of Indlvldu.1 T.u., ATTNI Po.t A.......nt R.vllw Unit, Dlpt. 210601, ttarrhbura, PA 17121-0601 Phona Cl11) 111-6505. S.. paa. J of the bookl.t "In.truotlon. for Inh.rltancl TaM Rlturn for. R..ld.nt Dec.dent" (RfV.1501) 'or an IMPlanatlon of ad.lnl.tretlv'lv corrlctlbll .rror.. If anv t,M dUI I. p.ld within thr.. (5) c.l.nd.r lonth. .ft.r the d.e.dant', d.ath, . 'Iv. p.re.nt C5XI dl.count 0' the t.M p.ld I, .llow.d. OISCOUNTI PENALTY I ThI 15X t.. san..tv non-p.rtlelp.tlon pan.lty 1. coaput.d on the tot.1 0' the taM and Int.r..t .......d, and not p.ld b.for. Janu.rv 11, 1996, the 'Ir.t dev .,t.r th. and of the taM .an..ty p.rlod. Thl' non-p.rtlclp.tlon panlltv I' app..labl. In the .... .ann.r and In tha the .... tlaa p.rlod .. you would app..1 the t.M and Int.r..t th.t hi. han .......d .. Indlc.t.d on thh notlca. INTERfSTI Int.r..t I. charg.d baa Inning with flr.t d.y of d.llnquencv, or nlna (9) .onth. and ana CI) d.y fro. the d.tl 0' death, to the dltl of p.y.ant. TIM" which blc." d.llnqulnt b.far. J~arv I, 1912 b.ar Int.rl.t .t the r.t. 0' ,t. C6X) p.r~ant p.r annul calcul.t.d at I d.IIV r.t. of .00016'. All t,M.. which b.e... d.llnqu.nt on and ,'t.r Janu.ry I, 1912 will baar Int.r..t .t a rat. which will vary fro. c.l.nd.r v.ar to c.llnd.r v..r with that rat_ announcad bv the PA D.p.rtaant of Ravenu.. Th' .ppllcabl. Int.r..t r.t., far 1911 through 1996 .r'l ~ Intara.t R.t. o.IIv Intarnt Factor ~ Inhr..t R.t. D.IIv Intlra.t F.ctor 1912 20X .0005" 1911 .. .0002U 1915 1.. .OODUI 1911-1991 11:( .00OSOI 1914 11. .0ooJOI 1992 .. .0002U 1915 ... .000556 1995.199' 7. .000192 1916 \D. .0002" 1995.1996 .. .0002'7 ulnt.,nt II c.lculat.d .. 'olio.... INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv Notlca I,.ued a,tar the t'M b.co... d.llnquent will r.fl.ct an Int.r..t c.lcul.tlon to flft..n CIS) d.v. b.vond the d.t. of the ......-.nt. If p.v..nt I. .ad. aft.r th. Int.r..t coaput.tlon d.t. .hown on the Notlc" addltlon.1 Int.r..t .u.t b. c'lcul.t.d. HURSH & HURSH, P.C, COtJNSI!I.OIlS ^T I-^W 229 S'IWI1! S'I1II!lrl' "^IlIlISlItJIlO,I"!NNSVI.V^N'^ 17I01-IIS2 VVONNIlIIUIlSII (717) 238-6014 I'^X: (717) 238-4967 1N'I1!l1NIrJ': yhursha>>aol.colll Octobcr 7, 1996 Re: Encloscd check ..... " pO '. r~ ~ :0 ,\, 9 ," :0", Ii (!l 0 l" (';"\ !'.1 = , , C':l ,~ -. , '':'''1 I .. ~ " L' L;;: ..,' . " - '.. I, co> b)~ 0 ;g', Vi .:l ." \0 Reglsler of WIIL~ Cumberlnnd County Courthouse Cnrllsle PA 17013 Dear Sir or Mndnm: Enclosed plelL~e find an estnte check In the nmount of $3,700.00 (three thousand seven hundred dollars), reprcsenling prepnymenl of Pennsylvanln Inherltnncc tnx due relntlve to Ihe Estate of Blnnche C. Klle. Mrs. Kile died on July 8,1996. Her Social Securily Number wns 144-09-1677. Lcllers lestnmentary were grnnted to George Vlguers, Jr. on July 30, 1996. Her Will Number is 2196- 0590. If you require any further Informnllon, plcnse contnct the undersigned. Enclosure Very trul~.Y(l.urs, , _.,l, ,,' , " -~ /" . .. ( / /.', C. ' / <ftlltil "'.', 4vohne M. u //J ./ l/,' /' u440 ,\ " .. ! .. I J';'1 ~}l ri~:'<l. ~;;l ~:~i ~~[:~a >H- ~;~~~ L'" ''5~t t~', ;..;~ '. .~".,-,. i~J ;:~~: . :\i'-' t -,- ;.~~J 7;tj' f.,i/- :~f~; - ~. {~ ~j -,',;-. \~J ;I,~ :j :) .J' , .-'j , ~ I . \ .'... --..._,..........-._~_.._..__.n...".~.. . . . , . . , . ~ . . . . ,.r,,'- - .! /:::,': j .? t't I I j ~ ~ . ~ oj ... ~, "i ~ 'i . ~ : - -: ~ ~ .: ": '., : - s :: b - - .- - ~ C '" .!!I " - ~8 ~ - J \' - - - ..."'uo( 03 ~Po< - t.... 0 CJ - ,. -.8-=- ~ .a, E 1:: ~ " ~. ~a8d , " ..' ..c t. ., ('. I f. , "j,~,1 ,.;.~ \.h"':"i,;_ I" '. ... ji;".,; a _,;'i'<-r ........t"'t W<f ""._~. <r ... J ,," ., I I II j j I ~~~I I !n ) ,. , . i,---......""'~q"--~"'.,~.,'-'-~',;--':'""'..:-F';F~l;~i1~i,1t";>~..,_:';~"-i~i~~..~F,j,~:mi(~V~-tt<<o~4~lt~it~' , d~ c.:!< .,' ',- ',.--~---~--'- .. !':< ~ a: Po< ~ . l'l' ," "-J'lmo . -01a a ~ r:: \J, CIS: OIV i. l~"i or. ~"'.). '',,\ jIJJ"i,.)J ()P,'I)JO.tl .~--.. - .~_..~.-_. .... .. ____.._... _"__'" c' , "'=~:~"--,r~'... ,fE"';;;' - -'r '-,....,.."'~~. , .j (_~-;':;.:.!:J,,:~._. , '. ':, .;, ..... ! ~ '"...'1 .-' '. ," ~... .,~ .): . "t' . .....,;., j f .. .'" ~ . " .- '-' ... _~r., \ ~ "1 ' -. ..;.';;;':~~.~< ' , ;~~.:,:;,;,....;:;. -": '. , ,. '--j.-~ - ;~ t! " , : -'<. . I : , i I \ ...}.:. ~. t \. -. ~ ; .I . .( -r'"'"l4 ~- .p j .-.pj ,\ .--- JRDIJune 30, 1992/17858 REGISTER OF WILLS Cumberlond County Courthouse One Courlhouse Squnre Carlisle, PA 17013 "'" ,.., NOTICE PURSUANT TO RULE (1,12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: JOHN BROUJOS, ESQ., REI Eslate of BEUI.AH M. BEEKER , Deceased, Late of CAllI.ISr.E BOROUGH &lateNo,: 21-1995-590 Date of Decedent's Dealh: JUNE 18, 1995 Pursuant to Rule 6.12, the above named personal representative or Ihe above named allorney, if applicable, within two (2) years of the decedent's death, and annually Ihereafter unlil administration is compleled, Is required 10 file with the Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representative, or allorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice Is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Coun, as appropriate, within len (10) calendar days aller the date of this Notice that the Register of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing 10 dctennlne whether sanctions should be Imposed upon the delinquent personal representative and the delinquent personal representative's counsel, if any. Accordingly, If the requisite Status Report Is not flied by AUG. 6 , 192..~ you are hereby advised that a requesl will be submitted 10 the Court In acco,rdllllc:e with Rule 6.12. (\ Date: Jur.Y 23, 1997 'ma.. C.~LoJ ,VI1' /lJ.lUpbf Deput Regisler of Ills DislrlbulioD to Estate File . . . . .' . JRDIJune 30, 1992117858 In Re: Estate of BEUI.AH M. BEEKER Late of CARI,ISI.E BOROUGH Estate No.: 21-1995-590 ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA N 21-1995-590 0, NOTICE OF FAILURE TO FlLE SfATUS REPORT AND REQUEST TO CONDUer A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representalive: Cllunsel for Personal Represenlalive: JOHN BROUJOS, ESQ., Dale of Decedent's Death: JUNE 18, 1995 Date of Delinquency Notice: J U1, Y 23, .1997 The undersigned, Mary C. Lewis, Register of Wills. in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies Ihe Orphans' COUll Division, Courl of Common Pleas of Cumberland County, that neither the above named personal rcpresentativc nor the above named counsel for the personal representative have filed with Ihe Register of Wills or Clcrk of the Orphans' Court his, her or its SIa\Us Report required by Rule 6.12, Supreme Court Orphans' Court Rule and thai the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Reglsler of Wills on JUI.Y 23, , 19.2-1 and t1:at the ten (10) day notice to file lhe SlalUs Report has expired. Accordingly, In accordance whh Rule 6.12 the Court is hereby nOlificd of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal represenlalive or counsel for the delinquent personal representalive. Date: AUGUS'l' 13 I 19 9 7-n1l(,~ t';Ml..IU..J; IU,_d/t~~wJJj)frt Mary . Lewis, Register of WI Is ' Dislribulion: Personal Representative Counsel for Personal Reprcsentalive Estate File A HEARING IS SCHEDUI,ED FOR 0 r7'dtJ lit... ~ 19'J7'i'l' II: t:1() A. A7. IN COUR'l'ROOM NO. 1. IF 'tHE S'l'A'l'US IlEPOR'l'~tFI{~b PRIOR '1'0 'l'HE HEARING DA'1'E, 'l'HE HEARING WH.I. AU'l'OM '1'I AI. ,y BE C ~ EI.I.ED. ~ -~V :.~ /~ ", . f.~";',:~~~,,~::;':<:/:'" ;"; ,.'l. '. " ,'1} .'~:~ (~',C::l'~"~' ... i,",;,. -/"1, ;,-. " il::\.-~ . ~:~'\~: ~lf/. ,""'" No. 21-95-590 Estate of Ileulnh H, Ileeker , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 8. 19~, In conslderallon of lhc pelltlon on Ihe reverse side hercof, satisfactory proof having bccn presented before me, IT IS DECREED Ihallhe Instrumcnt(s) dated.- September 24, 1985 described Ihcreln be admitted to probate and n1ed of rccord as the losl wl11 of Beul nil M, n....k..r and Lelters Testamentarv arc hereby granted to Gene A, Harkel FEES ~_~. twt~ aL !JmGnfkJ . ROllato, or Will. ' [)-lJ MARY C, LEWIS John II, Broujos. Esq, 06268 Probate, Letters. Etc. ......... $ Shorl Cerlincntes(z.) .......... $ Renunciation ................ $ X-pages $ 6,00 JCP 5,00 COPY TOTAL _ $ ,50- Flied ... .~V!'.4~T. ~., . m.~ . . .. . . 7.~, !i9. . 60,00 6.00 ATTORNEY (Sup. Ct. 1.0. No.) 4 N.llanover St,. Carlisle. PA 17013 ADDRESS 717/243-4574 PHONE '0 I~' ..( "' ,,' ""'. ....,. CI_ , , ..,. I !,-~ ...:.:; , C' ,'} (J (:: i)l c I': lUCC u: , j!::l UU r Called attorney on 8-8-95, f'- 21 - 95 - 590 i