Loading...
HomeMy WebLinkAbout95-00596 I>>ETlTION I,'OR I>>ROIIA TE nod GRANT 01,' LETTERS No. _-D2/ - C(.6 - ..:59 f/J To: Register of Wills for the /Jel-caucl. Counly of Cumberland In Ihe Social SeclIrlty No. 109~rn4 Commonwealth of Pennsylvania The petition of Ihe undersigned respectfully represents lIull: Your pelltloner(s), who Islure IN yeurs of age or older aluhe execu\-DR In the last will of Ihe above decedent, duled. AUGuST 11. 1'978 and codlcll(s) dated J~"a'e 'if _Dorothy-5._Mr<'arl also k'Ill"," as named , 19_ (,tale .c1c\'nnl clrCllnnlallCe', e.g. ,enunciation, dcalh of cx<<ulor. clC.) Decendent was domiciled at death In Cumberland County, Pennsylvania \Vlth Iter lasl family or principal residence at 200 Senate Avenue, Apt. 417 Camp lUll, PA 17011 (lbl metl, l1umhtr and mundpllllly) Deeendenl,lhen 09 years of age, died July 14 ,19 95 at M:'taoni~ Un~!l:::l r.'1i7::lhPt-ht-nwn, Tdn~rt~t.pr ~nIJnt.y. Ph . 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 probule; was not the victim of a killing and was never adjudicated Incompetenl: Dccendent at death owned property with estimated values as follows: (If domiciled In Pa.) All personal properlY $ ? nnn nn (If not domiciled In Pa.) Personal property In Pennsylvania $ (If not domiciled In Pa.) Personal property In County $ Value of real estate In Pennsylvania $ situated as follows: WHEREFORE, petltloner(s) respectfully request(s) the probate of the lasl will and codlcll(s) presented herewith and the grant orlellers 'l'9~tall\Qn.~"y (leMnmCnlar)'j administration c.l.a.; administration d.b.n.c.I...) theron. I~ 9muu~'}' (!'~et:"<-.~ 7l d a'ij ~.. ]''0 a Vi :4 It"u...y ~a..E'E'T kt. lto...~ v ,?(J{l.'NC"'7 PA...170l:,~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 88 COUNTY 011 CUMBERLAND The petltloner(s) above-named sweur(s) or aflirm(s) thai the statemenls In the foregoing petition arc true and correct 10 Ihe beSI of lhe knowledge aud belief of petltloner(s) and that as personal represen- tatlve(s) of Ihe above decedenl pethloner(s) will well and truly administer Ihe estate according 10 law. Sworn 10 or a rrirnyfli .und SUbSCrlbed~~21'''-b';-;' {Wd<~k ~ before me tl,'UGOS~1 '~l d'!li of ~ .tL- il . . J .,., ",-Jj.51~---=. ' S . '1 S - Rellls r ~ No. 21 - 95 - 596 Estate of DOROTHY S MCCARL , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST 9. 19~, In consideration of the pc\ltlon on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED Ihal the Inslrument(s) dated AUGUST 11. 1978 described Ihereln be admllled to probale and nted of record as the last will of DOROTHY S MCCARL TESTAMENTARY JAMES J.COLLINS II and Lellcr5 arc hereby granled 10 7J!f~r (l./IL ,,~J .1M/L~7flt; fku. Re.1s1er of Will. ' 7/ J MARY C. LEWIS FEES Probate, Lellers, Etc. ......... $ 25.00 Shorl Certl Oeates( 3)... .. .. .... $ 9 . 00 Rel1l1l1elallon ................ $ 10.00 X-page J.UU JCP $ 5.66 TOTAL _ $ 52.00 Flied..... M!'.4~T.~.,. ]~.~~............ Michael J. Hanft 10 # 57976 ATTORNEY (Sup. Ct. I.D. No.) 11 W. Pnmfr~t. Stre~t.. Suit~ 2 carlisle6 PA ADDRESS 17 13 (717) 249-5373 PHONE Oq ~s\ :n c t=i\ ~fJ (tl :l " ,.., (' , , ,~ ~ :=> = "'. I -.J i...1 "'0 --., , "'1;,2 VJ v' s.- I-j p;;.l. ,.J Letters and order put in attorneys file in Prothy on 8-9-95. 21 - 95 - 596 - i.:. :0<: );-;4. I --.I.. " ~... f-,I N '...,. : :.:0 . -::Om .'---.'1'(2-(")' .- "f~~~~:": ,,:1)lt' ,.r.;..: -~~ - .-.~ -- :-~; {~; Vf.{'" - :"l;-~-:-. ~ ,~_Nf;:,. ;:i1'J,;i.. ,f\l .; \~ ~' '~;;;f~;:<'H;r.."~::', ; ..t;- I!' 'f:l:. , :-~::. .'.... J,":'! \!t1 15f.' ~ W! ~:1;''' t. ~-e., '.!. t},!_, t-; ", t::;-~ . " - . .. '.'- .;, . - ",': ..~ HILL I, DOROTHY S. McCARL, of 226 Eaot Fourth Street, Lewistown, Mifflin County, Pennsylvania, being of sound mind, memory and understandin~, do make and publish thia. my I.aat Will and Testa- ment, hereby revokinR and making void all former willo by me at any time heretofore made. IT~:M ONE: I direct all my just debts which may be legally collectible, to be paid by my Executrix hereinafter named. ITEM TWO: I wish to b~ interred next to my husband, Robert E. McCarl, in the Juniata Memorial Cemetery at Granville Township, Pennsylvania. I also request that there be no viewing of my body and a private funeral be held and all funeral arrangements be made with Hoenstine Funeral Home. ITEM THREE: I give and bequeath my.diamond ring which was given to me by Mrs, Frank Harris to my granddaughter, DEBBIE L. WHITESELL. LAW O"ICl& ALUERT HOUCK RICHARD L. GINGRICH . W. Io4AftKIT STIIEU UWISTOWH, PA. 110.... ITEM FOUR: All the rest, residue and remainder of my estate, real, personal, and mixed, of which I shall die seized and possessed or to 1~hich I shall be entitled at my decease, I give, devise and bequeath to my two (2) granddaughters, SUSAN M. COLLINS of 21 Holly Street, Mt. Holly Springo, Pennsylvania 17065, and DEBBIE L. lVJIITESELL, share and share a like. In the event either of my said granddaughters predecease me or in the event either of my granddaughters and I die simultaneously or as a result of a common disaster then I give, devise and bequeath said rest, residue and remainder of my estate unto my surviving said granddaughter. ITEM FIVE: In the event my granddaughter, DEBBIE L. I~ITE- SELL, is entitled to share in my estate and is a minor at the time of my deceasc then I nominate, constitutc and appoint my granddaughter SUSAN M. COLLINS as Guardian of her estate. ,f '. \, 1" (.:; i -. ;, .' I I " ,.,...,, "~' .',_.t.-'''::rr~!I-'"i1 :r',i;. ,l?;,:,,-,'~;:4-;< --:..~' \:.J\-,--A;''lf'',).".J:\.l"!.-t., ,: -J :~~~;L~-~~~.\'~~''44~:~^, J ~~\!'~f'f: ,~-- p..<:: '''y':.:-! '''t- - ...., .'~ "" ITEM SIXt I nominate, constitute and appoint my grand- daughter, SUSAN M, COLLINS, as Executrix of this my Last Will and Testament. IN WITNESS IffiEREOF, I, DOROTHY S. McCARL, the Testatrix have to this, my Last 100i11 and Testament, Bet my hand and seal this II ~ day of dt;J~ ,1978. ~~~/~di~ (SEAL) Signed, scaled, published and declared by the above- named DOROTHY S. McCARL, Testatrix, as and for her Last Will and Testament, in the presence of us who have hereunto subscribed our names at her request as witnesses thereto in the presence ,of the said Testatrix and of each other. ~f~!;.~2 ( ) / ;C!..' /J . . (/0 {<--,....--<_ . ,cJ~ (/ LAW OFFIce. ALBIRT HOUCK "ICHARD L. GINGRICH w~ .'AA"KIT DT"IIT ".1' . .~ 21 - 95 - 596 REGISTER m' WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil -------"- (cach) a subscribing witness to the will presenled herewith, (each) being duly quallne~_ according to law, deposc{s) and say(s) Ihat /"presenl and saw ~--- Ihe teslat , sign Ihe same and lhat ~/"---- signed as a witness althe requesl or lesl8l In It pr~sence and (In Ihel'fes~nce of each olher) (In the presence of the / other subscribing wltness(cs)}. / ~ / Sworn to or affirmed and subscribed 6efore me Ihls // day of / /' 19_ (Name) (Address) . -- -- RegL,'er (Name) -/", ./ (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS MICHAEL J HANFT and JAMES J COLLINS II (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) Ihal THEY ARE familiar with Ihe slgnuture of DOROTHY S MCCARL ~,,~~H tesla' R I X of (1l~~IX>'t:t.l\XXill~iiHj'itl\l\f<~"Il<lW\;X~Il) Ihe will thaI THEY prescnled herewith and )c1i\1I~1I believes the signature on the will Is In the handwriting of DOROTHY S MCCARL to Ihebesl of THEIR knowledge and bellcf.~ lil.J Sworn 10 or afflrmcd and subscribed before . IlIVF 111t-/~At:t.:r. /-/,ttVf'f me this 7TH day of (Name) AU ST 19 95 /I /1'1. !dMF/lt;T ~7'. $ J'~ 2 C,f.'Z.<.rS r.E' fA , ~ . ,/J (Address) Regls,er '~c',,/fLu>---:i:) J'"AMf'J J. C"../.I,.,.s ,/ T (Name) 2/ INt-I-'I S7'. MT H.....y Sl"",~.s 1"1 (Address) ,1" ., " :0 gQ ~ "w /""1 (") 3m. r~l, ~~ ei "" f." '.'- ~ -, ,~ .. \., , . l:.' .!.J r, ........ ~,,;. , . -0. ~~~t,; C VJ c;r ~.- "Ot:.:--- f...i "'~ N '. 1'.' ~ .\ \\ . ~ '" - it ....;' 21 - 95 - 596 RENUNCIATION In Re Estate of Dorothy S. McCarl deceased, To Ihe Resister of Wills of CUmberland Counly, Pennsylvania. The underslsned Susan M. Collins of Ihe above dccedenl, hereby renounce(s) Ihe rlsht to administer Ihe est ale and rcspcclfully ask(s) that Lellers Testamentary be Issued 10 James J. Collins II WITNESS hand Ihls 77H day oLA1<.#MS.r ,19 1t;' . Notarial Saal Michaa' J. Hanft. Notary Publio C"UI. Boro. Cumbarl~nd County MV Comml..lon E>1llr.. "p~1 I', leeB Monbll. NoIaIltI -~tlL ,I (Slan.tu,o) J.J Holl,/ 6trf.C..-\- ./f( \Y'\-\-. ~o,t~ S"friw\>/ ro.. \10\oS- (Addres.) ~~fItt (Slan.'u,o) (Addres.) (Slan.'u,o) N ~o: (Add,...) c.' \'i '" M , C- oo : l"- I I.~ ::.:> "" u :J U ~ .:.J 1= ~)u: a: (.)8 ,_..".,"" -.-,.- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF DOROTHY S. MCCARL ESTATE NO. 21-95-596 CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) Name of Decedent: DOROTHY S. MCCARL Date of Death: July 14, 1995 Admin. No. 21-95-596 To the Register of Wills: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captloned estate on August 9, 1995: Address c/o James J. COllins, II 21 Holly Street Mt. Holly Springs, PA 17065 21 Holly Street Mt. Holly springs, PA 17065 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NA ~ Debbie L. Whitesell Susan M. Collins Date: January 24, 1996 Respectfully submitted, HANFT & VOHS M~2~tlt:uire Attorney ID No. 57976 11 West Pomfret street, suite 2 Carlisle, PA 17013 (717) 249-5373 Counsel for personal representative ClMIlfD1'AnAK"C',UUJ loA d /F- '-/?- z.. ~ ,. FOR DATES OF DEATH AFTER 12/] HII1 CHECK HERE IF A SPOUSAL R 1 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUNTY CODE OECEOENT'S NAMEILAST, FIRST ,AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS McCarl Doroth S. SOCIAL SECURITY NUMBER 189- 30-3183 NUt.laER REV. 1100 EX II1.t4} FILE NUMBER 21-95-596 YEAR cO"'~P~XtM,M\\'ll'fP.lWlil1~~~NI~ HARAISR6~~.~l28.060' DATE OF BIRTH 12/01/05 DATE OF DEATH 07/11./95 Cumbarland SOCIAL SECURITY NUt.lOER AMOUNT RECEIVED(SEE INSTRUCTIONSI Coun Remainder Return (for datos 01 dealh prior to 12-13.82) Federal Estate T8Il Return Required Total Number of Safe Deposit Boxes (IF APPLICABLE) SURVIVING SPOUSE'S NAME(LAST ,FIRST AND UIDDLE INITIAL) 2. Supplemental Return 4.. Future Interes' Compromise (for dalos 01 daalh ahar 12-12-82) D.cedent Died Testate 0 7. Decedent Maintained a lItJing Trusl (Attach co 01 Will) (Anach a co 01 T,ust) C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOl o 0 NAUE COUPlETE MAILING ADDRESS U , Michael J. Hanft Es uire Martson Deardorff \/il1iams (, Otto s TELEPHONE NU"'BER 10 East High Straet _ 717 243-3341 Carlisle PA 17013 1. Raal Estata (Schedule A 1 2. Slacks and Bonds (Schadula B) (2) 3. Closely Held SlocklPartna..hlp Inlarast (Schadula C) (3) 4. Mortgaga..nd Notas Racalvable (Schedula D) (4) 5. Cash. Bank Daposlts & Mlscenaneous Parsonal Proparty (Sch, E) (5) e. Jointly Owned Proparty (Schedule F) (e) 7. Transtars (Schedula G) (Schadule L) (7) 5. Total Gross A..ets (Iotel lines 1-7) 9. Funaral Expenses. Administrative Costs, Miscellaneous Expon..s (Schadule H) 10. Cebls. Mortgage L1abll~les. Lien. (Schedulell II. Tolal Deductions (tolal Lines 9 & 10) 12. Nel Velue 01 E.late (Line 8 mlnu. Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Nel Value Sub ect to Tax (Line 12 minus Line 13) 15. Spousal Tran.ter. (for dates 01 daalh aher 6-30-94) S.. Instructions for Applicable Percenlag. on page 2, (Include velues tram Schedule K or Schedule M,) 11. Amounl 01 Line 1418xabl. al 61'. ral. (lncluda values tram Schedule K or Schedule M,) 17. Amount 01 line 1418xable at 151'. rat. (Include valuas trom Schedula K or Schedule M,) 18. Principal tax due (Add tax tram line 15. 16 and 17,) 19. Cred~./Sp Poverty Prior Payments DI.count + + 20. n line 191s greater Ihan Line 18. enler tha dlllerence on Line 20, Thl.,.tha OVERPAYMENT. ~ 0 Check here If ou ar. rl u..t1n a r.fund of our over . mini. 21. II line 181s graater than Line 19. enter Ihe difference on Line 21. Thl.lsthe TAX DUE. A. Enter Ihelnler.st on Ihe belance due on Line 21A. B. Enter the lotel at LIne 21 and 21A on llna 21B, This Is the BALANCE DUE. Make Check pa abla 101 Ra laler 01 Willa A anI . . BE SUAE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. "p'nI.'ope,ury, eel" I 'V"ll' .r.urn,nc: ng.c.comJHIfY)'ngsc.u... ...men.,' o. 'D""I now g.. " ,rUII, con~l.nd compl.I., deel.r. U,., .11 r..I..I.I. h.. been r,poflfii.1 In>> mI'~.1 \/.Iue, Declll.llon of pr'P'''f oth.r th.n Ih. p'fMJnll rlp,...nt,lIv.l. blMd on ,lllnformatlDn of which pr.parlf hit any Ilnowledll" ~ B Xl. U ~ ~ 4. CO~ I)(l K P S ~e. Original Return Limited Esta" 05. -Le. ~ C ~ I T U 1 N 2 ,801.21 (8) 2,801.21 (9) 2,315.93 485.28 110) 2 ,801. 21 0.00 (11) (12) (13) (14) 0.00 (15) 0.00 X 0,00 = (15) 0.00 X ,06 = 0.00 Q (17) 0.00X,15= 0.00 (18) 0.00 C o M C , o N Interesl 0.00 0.00 (19) (20) (21) (2IA) (21B) 0.00 0.00 0.00 .~ ! Jamas J. Collin., 11 ~~_ _~~FY _ ?t:,,~!'_t: -. - -.,. - - --. -_.- - - .., - -.-. -. - .--.- Mt. Hall S rin s PA 17065 Martson Doardorff \/il1iams (, Otto !9._~~!'.t: _I;I.l.l\~.~_t:,,!.'!'_t:-- - - -. -. --" -.. -. _..-_.-..... Car11.lo PA 17013 DATE 'J. 'or 1\0; DATE 1- S (I~ Form 1&00 (R.v, 7-94) .. - t:~'( - '0 ., :' 0.: !!l N -~ \ ~,' t:= E: rq ~~~~ -' . Cl ;,.. ~ <;~, -:-;" G~- =i... @ tlJ-lU E'.;2 ?J o L:n 1~ .c UCll l3 '" Qla: ~.~ 0: f..)U " , .. Act '48 of 1894 provides for Ihe reduction of the tax rates Imposed on the net value of transfers 10 or for the use of Ihe spouse. The rates as prescrIbed by the statute will be: e3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 e2% (.02) will be applicable for estates of decedents dyIng on or after 1/1/96 and before 1/1/97 e1% (.01) will be applicable for estales of decedents dying on or after 1/1/97 and before 1/1/98 eSpoullltransfers occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS. YES NO 1. Old docedent makl etrons'"r .ne!: L rttalnthlullorlncomeoftheproplrtylransf."ed,. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x b. rollln thl rlghllo dlslgnatl who shill uSllhe property tr.ns'erred or b income. . , . . . . . . . . . . . . . . . . . . . x Co retalnarlvlrsJonarylnt.r.stior. . . . . .... . . , . . . . . " . . . . . . . . .. . . ... . . .. ... . . . . . x d. rlcllv. the promls. for lif, 0' elth,r payments, benelits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x Z. II dllth occurrld on or beloro Oeclmber 12. 1982. did decldlnt whhln Iwo YI... preceding dl.lh transf.r property without "elMng adequate consideration? II death occurred ahe, Oecember 12. 1882. did decldenllt.nsfer property whhln one YI.r 01 de.th whhout recllvlng .dequ.'I conslde,atJon? . . . . . . . . . . . . . . . . , . . . . . . . . . . . . , . . . . . . , . . , . . . . . . . . . . . , . . . . x 3. Old dlcldent own an 'In trustfc,' bank Iccount at his or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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. Copy"ght (c) 1114 form aortw.,. only CPSYlt."", Inc. Fa'm 1500 (Rav. '.14) -~-"~'~.~~"l':'''lI'l1'7'''" ................,.,~.F_'."....,............,_....,...."".....,..,.-."""_~.~ri..;,-...~.~~.._~_",.~, "'"'..--, '>~. REV - ..,Z Ell. II-Ill SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pi.... Print 01 T . FILE NUMBER 21-95-596 COMrHm~\\l{\,VMtlpAH'A ESTATE OF Dorothy S. McCarl SS(I 189-30-3183 07/14/95 ITEM NUMBER 1 2 AMOUNT 15.75 469.53 DESCRIPTION Bell Atlantlc Flnal Telephone Maaonlc Hemea . Flnal Blll for Care TOTAL (Also enlor on line 10. Reca ~ulallonl (If more space Is needed, Insert additional sheets of same size.) Copy,lght (c) '"4 form IOftw.re only CPSYI,eml, Inc:. . 485.28 , ... ., I. lolIJ,L I, DOROTHY S. McCARL, of 226 East Fourth Street, Lewiotown, Mifflin County, Pennsylvania, being of sound mind, memory and understandinR, do mal~e Rnd publish this, my Last Will and Testa- ment, hereby revoking and making void all former wills by me at any time heretofore made. ITEM ONE: I direct all my just debts which may be legally collectible, to be paid by my f':xecutr.:I.x her.einnfter. named. ITEM TWO: I wish to be interred next to my husband, Robert E. McCarl, in the Juniata Memorial Cemetery at Granville Township, Pennsylvania. I also request that there be no viewing of my body and a private funeral be held and all funeral arrangements be made with Hoenstine Funeral Home. i I I i I I , !. ITEM THREE: I give and bequeath my diamond ring which was given to me by Mrs. Frnnk Harris to my gr.anddaughter, DF.BBIE L. WHITESELL. ITEM FOUR: All the rest, residue nnd remainder of my estate, real, personal, and mixed, of which I shall die seized and possessed or. to I~hich I shall be entitled at my decease, I give, devise and bequeath to my two (2) r,randdaughters, SUSAN M. COLLINS of 21 Holly Street, Mt. Holly Springs, Pennsylvania 17065, and DEBBIE L. lolllITESELL, share Ilnd shnre a like. In the event either of my said granddaughters predecease me or in the event either of my granddaughters and I die simultaneously or as a result of a common disaster then I give, devise and bequeath said rest, residue and remainder of my estate unto my surviving said granddaughter. ITEM FIVE: In the event my granddauRhter, DEBBIE L. WHITE- LAW O'PICKI AL.BERT HOUCIC RICHARD L. GINGRICH I w. MA,,,eET ITltllT LCWIITOWN, p,," 11044 SELL, is entitled to share in my estate and ill a minor at tbe time of my decease then I nominate, constitute and appoint my granddaughter SUSAN N. COLLINS as Guardinn of her estate. .. ....... '.- ITEM SIX: I nominate, constitute and appoint my grand- daughter, SUSAN M. COLLINS, as Executrix of this my Last Will and Testament, IN WITNESS H)-IF.REOF I I, DOROTHY S. McCARL, the Testatrix have to this, my Last Will and Testament, set my hand and seal this II ~ day of ~~ ,1976. ~I'~/~~i~ (SEAL) Signed, sealed, published and declared by the above- named DOROTHY S. McCARL, Testatrix, as and for her Last Will and Testament, in the presence of us who have hereunto subscribed our names at her ~equest as witnesses thereto in the presence of the said Testatrix and of each other. ~~~.~ ,. '..:" ,; " ,l LAW O,,.CII ALBERT HOUCK fttCHAftO .... GINORICH . W. MANICIET '''''lIT Ll:WIITOWH. rA. 170'" --.., - - ............--~... .,~- .... . -- , . . ~.....,t'-!!fl'~r,..~. ':.., .. Mzl~~.- . .LAWOI'I:ICI: OFMICHAI!I.J. I-IAI-wr . ..' ^"TOlu-.!rvs &. COLJNsn.\.~)llS. ^,. L^w' 1'}.llnuo~\YuOI) ^VINIII sum IlIb 0.1""11. I'^ 17013-91.12 ,"' 717,2019.5373 '^x 717.2'I'}.O'I57 WWW.II^NI "^,V'"l",<:"~\ ,.""""- -)"' ~.'-_...... U,l ;..', ',' .i " ,\,~:' t " 'C"; .,',1 .. ,...' . ..., 'I - \.tA .. , I \.', ..t~.. . /'.' . ,.: j.' .. -.,' 1"'\".' ,. "I '. . '~" .r ~. ',:j ,,' , ..' ~.: f k', > . -~ ",.: .' ,.' ~. "'. <# . . '..1, ." -~. \ "1. " . . - . "".f' f'\-' " II. . 'c..:.,.....:..t .," ._ "I ; J , .~ .;~' '. ;i I i' " >- i' " \0.' ~. r .' , "lI.'.-~' "-_._~ '.-' -., .~........ ..... _..-.. . ..j'-.--.--- .._ ._~w_, . - -- .._-~ -r~ ~ ~_Wl " -.~ r-' ~~~Jra ',-, , I ., I ~~... . , 1 , , IN RE: ESTATE OF DOROTHY S. McCARL, Dcceased Estatc No. 21-95-0596 Date of Death: 07/14/1995 SS # 189-30-3183 PRAECIPE To Register of Wills: Please note that my officc address has changed. Effective inUllediatcly, my new address is 19 Brookwood Avenue. Suite 106. Carlisle, P A 17013-9142. Respeclfully submilled, Date: June 22, 2000 Mi hacl J. Hanft, E uire Allomey ID No. 57976 19 Brookwood Avenue, Suite 106 Carlisle, Pa 17013-9142 (717) 249-5373 Allorncy for Executor, James J. Collins, II '.\UM! FoIdft\)1mlIJpc,\l!MI1n\lb".II"HCI,..1 ~rd 0 ,.......t: '0 0;-; ~5u- t.a ". ,', ~ ;::; f.C. . ~ '.' ..i _ ~, ~ ;g ,~) l~ ot;; m .. .._~ -.-~-~ d ~} t3 ~a: GO a: 'llIItt'IIMn'f...no~d""'I'".I",-",I.''' . .. " 15'1q...~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAMES .....RITAHC[ TAX DIVISION DE:Pl. Z80601 HARAlSa~. PA 17128-06Dl NOTICE OF INHERITANCE TAM APPRAISEHENr, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANO ASSESSHENT OF rAX .1::' .'J .:>1 :! MICHAEL J HANFT ESO MARTSON ETAL 10 E HIGH ST l.:l_ CARLISLE PA n013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-28-2000 MCCARL 07-14-1995 21 95-0596 CUMBERLAND 101 AMount R..itted v .~ C;IY~ UV.IU''''''II'.II, DOROTHY S MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v:is'4-i-iir-AFP--ioY:iioY-NoYici--oF-i-tiHiiiifANci-YA"iC"AppiiiiisiHiN'i'-,--ALi"owANci-oR'----------- ------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCARL DOROTHY S FILE NO. 21 95-0596 ACN 101 DATE 08-28-2000 APPROVED DEDUCTIONS AND EXEMPTIONS I 2,315.93 9. funerel EMpan.../Ad.. Coatl/HIIC. EMPen... (Schedule HJ (9) 10. Debt./Hortg.ge Llabiliti../Llana (Schedule 1) no. 485.28 11, Tohl Doductlon. Ill) 12. H.t Value of Ta)( Return (12) 15. Charltable/Govern..nt.l Bequ..t., Non-el.ct.d 9115 Trult. (Schedule J) (15) 14. Het Vdua of eat.t. SUbjeot to TaM (14) NOTEI If an assessment was issued previOUSly, lines 14, 15 and~or 16, 17, 18 and ref1ect figures that include the total of ALL raturns assessed to date. ASSESSMENT OF TAX: 15. A.aunt of Llna 14 at Spou..l rat. (15) 16. Aaount of Line 14 taxable at Llna.I/Cl... A rat. (16) 17. A..unt of Line 14 et Sibling r.t. 1171 18. A.ount of Lin. 14 taKabl. .t Coll.taral/Cla.. B rata (18) 19. Prinoipal T.K Du. TAM RETURN WAS, (X I ACCEPTED AS FILEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Reel Estate (Schedul. A) 2. Stocks ~ Bond. (Schedul. B) 3. Closaly Held stock/Partnership Intar..t (Schedul. C) ~. Hortaag../Hot.. Rac.ivabl. ISch.dule D) 5. Cash/Bank Depo.it./Hisa. P.raonal Property (Schedule E) 6. ~ointly Owned Property (Schedul. f) 7. Tran.f.r. (Schedule OJ II. Total A...ta I CHANGED 111 121 t51 (41 (51 (61 171 .00 .00 .00 .00 2.801.21 .00 .00 18) .00 M .00 M .00 X .00 X NUN8ER . INTEREST/PEN PAID I-I AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. HOTEl To in sur. prop.r credit to your account, aubait the upper portion of this fora with your taK papent. 2.801. 21 :>,ROI :>1 .00 .00 .00 19 wil1 00 . 06 . 00 . 15 . .00 .00 .00 .00 .00 (19)11 .00 .00 .00 .00 IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY DE DUE A REFUNO. SEE REVERSE SlOE OF THIS FORH FOR INSrRUCTIONS.I RESERVATION I [.tet.. of ~t. d~lng on or before Deceeb.r 12, 1912 -- If en~ future Int.r..t In the ..t.t. I. tran.f.rr~ In po.....lon or enjow-ent to Cl... . (coll.t.r.ll beneflol.rle. of the dlCedent .ft.r the .xplr.tlon of eny ..tet. for life or for yeer., the C~onweelth hereby expre..ly r...rv.. the rlDht to epprel.e end ...... tren.f.r Inherltenc. Ta.e. at the lawful Cle.. . (coll.t.r.l) rat. on en~ .uch future Int.r..t. PlJRl'OS[ OF NOTlCEI To fulfill the r.qulreaent. of Section 2140 of the Inherltanc. end E.tat. T.. Act, Act ZS of ZOOO. (7Z P.I. SlCtlon 9140). PAYHEHTI !MtllCh the top portion of thh Hotlce end .uo-It ..lth your payqnt to the Real.ter of Willi prlnt.d on the reve"e dde. ...H.... check or ltOMy ordar plyBbll tOI REGISTER OF MILLS, AGENT REfUND ICR)I A r.fund of . t.. cr.dJt, """Ioh .... not reque.ted on the Ta. R.turn, ..y be reque.tad by cCMlpI.Una ." "Appllcetlon for Refund of Penn.ylvanl. Inheritance end [.tata T.." IREV-151SI. Application. ar. .vall~l. .t the Offlc. of the Real.ter of Will., an~ of the 2S Ravenu. Dlltrlct Offlc.., or by c.lllng the .peelal Z4-hour an....rlng ..rvlc. ~r. for for.. ordering I In penn'Ylvanla 1-100.562-2050, out.lde penn.ylvanle end ..I thin local H.rrlsburg ar.. (717) 717-1094, S.~lc" for t..p.yer. with .pecl.1 heerlng end .peeklng need.1 1-100-447-5020 (TT only). OBJECTIONSI Any p.rty In Int.r..t not ..tl.fled with the appr.I..eent, ellowanca or dl.ellowanc. of d.ductlon., or ......eant of tl. (Including dl.count or Int.re.t) .. .hown on thl. Notlc. ru.t Obj.ct ..Ithln alxty (60) d.y. of recalpt of this Notlc. bYI --..rltt", prot..t to the PA Dep.rt,ant of Aav.nue, Board of Appa.ls, Dept. 211021, HIIrrlaburg, PA 17121-1021, OR --.lectlon to "v. the ..ttar dat.nlned at ItUdIt of the .ccount of the personal npr..",t.Uv., OR --!aPpe.l to the orphan.. Court. ADHIH IS1RATlYE CORRECTIONSI DISCOUNTI F.ctual .rrora dl'cov'r~ on thl. ........nt .hould be addr....d In ..rltlna tOI PA D.p.rt.",t of A.venu., Bur.au of IndlvldU.l T...., ATTHI Po.t A.......nt A.vl.w Unit, O.pt. 210601, Harrl.burg, PA 17121-0601 ~ (717) 717-6b05. Saa peg. 5 0' the bookl.t "In.tructlon. for Inh.rltanc. T.. Raturn for. R..ldant Decadent'" (REV-1SOl) for en a.plen.tlon of .delnl.tr.tlvaly corr.ctabl. .rror.. If any te. du. I. p.ld within thr.. (51 calend.r .onth. .ft.r the d.c.d.ntt. d..th, a flv. p.rc.nt (S~) dl.oount of the ta. p.ld I. ellowed. Th. ISX t.. -.n..ty non.pertlclpetlon p~elty I. coaput.d on the totel of the t.. and Int.r..t .......d, and not p.ld b.for. Jenuary II, 1996, the flr.t d.~ .ft.r the .nd of the t.. eena.ty p.rlod. Thl. non.p.rtlclpetlon penalty i. appe.labl. In the .... .ann.r end In the the .e.. tl.. p.rlod a. you ..ould eppeal the t.x and Int.r..t that he. be.n ......~ .. Indlc.t.d on thl. not lea. PENALTY I IHTERESTI Int.r..t I. charged beglnnlna with flr.t day of d.llnquency, or nine 191 eonth. end one (1) d.y frae the det. of ~th, to the data of p.y-.nt. T.... which bee... delinquent before Janu.ry 1, 1982 b..r Int.r..t .t the ret. of II. (6X) p.rcent p.r ennue c.lcul.t.d et e dally ret. of .000164. All t.~.. which bee... delinquent on and .ft.r Janu.ry 1, 1982 will be.r Int.r..t .t . r.t. which will v.ry froe celander y..r to calend.r ya.r ..Ith that r.t. announced by the PA Dep.rteent of R.v.nue. Th. appllcabla Int.r..t r.t.. for 1912 through 2000 .r'l '!!!t Inter..t R.t. DeilY Intar..t rector :!!!! Inhr..t Rat. Oally lnhr..t rector 1912 ..X .000S41 1911.1991 \IX . DOOSOl 1911 lOX . DOO"SI ..., 'X .0012"7 .... \IX .DUSDl 1995-1994 7X .000192 1915 ax .000156 1995"1991 .X .DOOZ47 .... lOX .001274 .999 7X .00019Z 1917 ox .000247 2UO ax .000219 --Int.r..t I. celculeted e. follOM'1 INTEREST . BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ....Any Notlc. ,.."" .fter the t.. becOltl. delinquent wUl r.fl.ct ." Inter..t celculetlon to fifteen (15) d.U beYOnd the d.t. of the ..........t. If p.yaent h aeds efter the Inhr..t coeputeUon date shown on the Notlc., addltlonel Inter..t au.t be calcul.tad. . ~"'_ A~~1~,',~.1::~~~;.:~~,:"/f\_' (S',n~1 ~"f~:~{!;~"y~}~:r";;f~',', ,~', '('." g- ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dorothy S. McCarl Date of Death: July 14, 1995 Admin. No. 21-95-0596 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: w;rh;n 10 n~y~ 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: NA c. Did the personal representative Rtate an account informally to the parties in interest? Yes _}:___ No d. approvals of Clerk of the Copies of receipts, releases, joinders and formal or informal accounts may be filed with the Orphans' Court and may be attached to this report. '.- J:_ ',) 0\ 9- r-.l D. 9(,3/97 I I.b (/. Mi hael J. Ha ft, squire Attorney ID No. 57976 Ten East High Street Carlisle, PA 17013 (717) 243-3341 Counsel for Personal Representative MART ON, DEARDORFF WILLIAMS & OTTO .-. ... :,~l ;:: Date': ", ci; u~ ~ ." t- ~:;) UU CY II' ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA STATUS REPORT UNDER RULE 612 Name of Decedent: Dorolhy S. McCarl Date of Death: July 14, 1995 Admin. No. 21.95-0596 Pursuant 10 Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of Ihe above-captioned estate: I. State whether administration of Ihe 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. I is Yes, slate the following: No ..1L a. Did the personal represenlative file a final account wilh the Court? Yes_ b. The separate Orphans' Court No. (if any) for the personal representalive's account is: NA c. Did the personal representative state an accounl informally 10 Ihe parties in interest? Yes..1L No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: September 4, 1998 Respeclfully submitted, MAR SON DEARDORFF WILLIAMS & OTTO Vd "0 " , "":"qum '. 1.lW' ' '!J';I~ rchael J. Hanft, Es Ire Attorney ID No. 57976 ZO: 8\1 11- d3S fl6 10 East High Street 'Carlisle, PA 17013 (717) 243-3341 "11':,'. ' :il ,~ll:l Counsel for personal represenlative 10 ;"; 'iU:J<3l;j