HomeMy WebLinkAbout95-00611
~
...
..
WI L L
I, DORIS W. MEAD, of 1921 Sterretts Gap Avenue, Carlisle,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM ONE: I direct that my remains be cremated and that the cost
of same and all of my debts and funeral expenses, including my
gravemarker, if any, shall be paid from my residuary estate as soon
as practicable after my decease as a part of the expense of the
administration of my estate.
ITEM TWO: I give, devise and bequeath my entire estate as follows:
A. One~half of my estate to my daughter, DORIS ALICE MORRISON,
per stirpes.
B. One-fourth of my estate to my son, FORREST WALES THOMAS, but
if he doss not survive me, then one-half of his share shall go to
his wife, BESS JARRELL THOMAS, and the other half to my daughter,
DORIS ALICE MORRISON.
C. One-eighth of my estate to my son, ROBERT BEIGEL, and if he
does not survive me, then his share to his wife, BETTY KLOTZ
BEIGEL.
D. One-eighth of my estate to my step-son, CORELL DOUGHTY THOMAS,
but if he does not survive me, then his share to my daughter, DORIS
ALICE MORRISON.
E. The bequest of any part of my estate to my son, CARLTON BARRY
THOMAS, has been given long and exacting consideration by me.
After said careful consideration, I purposely exclude my son,
CARLTON BARRY THOMAS, as a person entitled to any part of the
estate. It is my intent that any part of my estate which could
have been provided to him shall fail and be of no effect or
consequence.
F. The bequest of any part of my estate to my son, LOWELL THOMAS,
has, likewise, been given long and exacting consideration by me.
After said careful consideration, I purposely exclude my son,
LOWELL THOMAS, as a person entitled to any part of the estate. My
son, LOWELL THOMAS, has been provided for by other means and it is
my specific intent that any part of my estate which could have been
provided to him shall fail and be of no effect or consequence.
ITEM THREE: I appoint my daughter, DORIS ALICE MORRISON, Executrix
of this my last will. Should my daughter, DORIS ALICE MORRISON,
fail to qualify or cease to act as Executrix, I appoint my son,
FORREST WALES THOMAS, to act as Executor with the sarne rights,
powers and duties.
ITEM FOUR: All estate, inheritance, succession and other taxes,
imposed or payable by reason of my death, and interest and
penalties thereon, with respect to all property comprising my gross
estate for tax purposes, whether or not such property passes under
this will, shall be paid out of the principal of my residuary
estate, without apportionment or right of reimbursement.
ITEM FIVE: I direct that my person representative or guardian
shall not be required to give bond for the faithful performance of
their duties in any jurisdiction.
)dlirJI1.
PAGE ONE OF THREE PAGES
~ -
."
ITEM SIX: In addition to the rights and powers given to the
fiduciaries by law or elsewhere in this will, I give to my Executor
during the full time necessary and for the administration of my
estate the following rights and powers to be exercised in his sole
discretion.
A. To rotain any real or personal property which may at any time
form a part of my estate so long as he or she deems it advisable.
B. To invest in any real or personal property without
restrictions to legal investments.
C. To repair, alter, improve or lease for any period of time any
real or personal property and to give optiono for leases.
D. To sell at public or private sale, for cash or credit, with or
without security, to exchange or to partition real or personal
property, and to give options for leases.
E. To make distribution in kind.
COMMONWEALTH OF PENNSYLVANIA
.
.
.
.
ss
F. To compromise claims.
xu WI~~~~ fiHEREOF, I have hereunto set my hand this 1- d1 day of
~ ,1993.
SIGNED ;& .01/.1; ) 4r:~ #1",,"uL---
DORIS W; MEAD
The preceding instrument, consisting of this and two other
typewritten pages each identified by the signature of the Testatrix
was on the day and date thereof signed, published and declared by
the Testatrix therein narned ao and for her last will, in the
presence of us, who at her request, in her presence and in the
pre...c. cf ..c. ct.or ha_ 'Ub/:~~.
.!1df. 0lra.'~A-
COUNTY OF CUMBERLAND
We Cl~I.l~rlt- (. HcJ\JJ./'ll'^ and 8rtd;d 14-11r\. Corcoco....v\....-
witnesses whose narnes are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw the Testatrix sign and execute the
instrument as her last willl that she signed willingly and executed
it her free and voluntary act for the purposes therein expressedl
that each of us in the hearing and sight of the Testatrix signed
the will as witnessesl and that to the best of our knowledge, the
Testatrix was at the time 18 or more ars of age, of Bound mind
and under no constraint or undue i fl nce.
.
.
~~~&~OV-
PAGE TWO OF THRE PAGES
t.. ....--
.
Sworn and Bubscribed to
bsf~k~ ms this !~ day
oi>,4 >rlt ,1993.
NOTARIAL SEAL
ICAIIII F. BYERS. NOTARY I'IJlue
IlOIlO OF CAllUSLE. CU..WlLAHO CCUIlTY
MY (:O....1581ON EXPIRES MARCH 11. 1m
:5
c
COMMONWEALTH OF PENNSYLVANIA :
: ss
COUNTY OF CUMBERLAND :
I, DORIS W. MBAD,whose name is signed to the attached instrument,
having been duly qualified according to law, do hereby acknowledge
that I Bignedand executed the instrument as my last will, .that I
signed it aB my free and voluntary act for the purpoBes therein
expressed.
Af~~I/ t/1t~d'
DORIS W. MEAD
Stp: tnd affirmed to and acknowledged before me thiB
I , 1993.
~d~.
Notary publ .
114 day of
NOTARIAL SEAL
KA1lI!N F. BYERS. NOTARY PlJILIC
BORO OF CARLISLE. CUMBfRlANO COlJljTY
MY CO"MIS~N EXPIRES MARCH I'. 1995
;;
PAGE THREE OF THREE PAGES
, to'
yl
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent I
Date of Deathl
Doris W. Mead
8/1/95
Will No.
Admin. No, 95-00611
To the Register:
I certify that notice of beneficial intereBt required by
Rule 5.6(a) of the Orphans' Court 'Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
August 17, 1995 I
Correll D. Thomas
Address
1073 Harrisburg Pk., Carlisle, PA 17013
1214 Oak Hill Ave..Hagerstown, MD 21740
2801 Urbanna Dr., Aspen Hills, MD 20906
1732 Big Cypress St., N.E., Palm Boy, FL 32905
Name
Doris A. Morrison
Bess J. Thomas
Betty K. Beigel
Notice has now been given to all persons entitled thereto under
Ruie 5.6(a) except
Datel August 17, 1995
\0
~.l -~ ,~.
-- '10:
OJ
,-
'?
,.,1
.:
.
.~
(i)fJ' '" u.i I:
0.:- 1.1' -:>
UU
$to
Name Christopher C. Houston. Esquire
Addr,ess 4 North Hanover Street
Carlisle. PA 17013
,
,
Telephone(717) 243-4574
x
Personal Representative
Counsel for personal
representative
Capacity:
III v ,~oo I.. I' Q~I
~
..:s'"
"'IE"
~c9
"'S'"
......
wili
oeo
oez
8~
;f)- .5-0 - 'I
C ~F-.../
,,~:J~:rC\
.....~-
z
o
~
E
Go
..
'"
W
oe
1. Real E'tale (Schedule A)
2. Slack, and Bond, (Schedule BI
J. Clo,ely Held Slock/Parlnershlp Interell (Schedule CJ
A. Morlgage' and Nole' Receivable (Schedule CI
5. COlh, Bonk Cepo,11I & Misc.llaneou, Personal Property
(Schedvle E)
6 Jolnlly Owned Properly ISch.dule FI
7. Transfers (Schedule 0) ISchedule II
9. Tolal Gran Anet, (10101 Line, 1.7)
9. Funeral Expenle', Administrative COil', Miscellaneoul
Expen'el (Schedule HI
10. Debll, Mortgage lIobilitie" lien, (Schedule II
11. Tolal Ceduclionl (Iolallln.. 9 & 101
12. Net Value of e,tate lLine 9 minul Line 111
13. Charilable and Governmental Bequlnll(Schedule J)
lA. Nel Value Subjecllo Toll. (line 12 minus line 131
'5. Spoulal Tran,'e,. (lor dale' 01 death oher 6.30.941
See In'lrucllons for Applicable Percenlage on Revene
Side. (Include volu.. from Schedule K or Schedule M,)
16. Amount 01 line 14 taxable 01 6% role
(Include value, Irom Schedule K or Schedule M.)
'7 Amaunl of line 1 A laxable at 15% role
llnclude value, from Schedule K or Schedule M.I
18 Principal tax due (Add tax from line, IS, 16 and 17,)
19 Credill Spoulal Poverty Credil Prior Paymenll
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMOUWlAlIN Of PlNNmv.."o (TO BE FILED IN DUPLICATE
IlIPARIMIUl 01 RIV(NUr
No~",fJ:H~or,I"_O~l._ WITH REGISTER OF WILLS) COlJNIYCOOE
Df(IOWn NAMltIA!l . flU. AtWMIOOlf IflIlAII OIUDHH'!l COMPIIH ADOItIU
Mend, Porls W. 1921 St~rr~ttH Gnp Rond
ffi iOcIAl SI(U.II, HUM". -.- - - DATIOI ClIAUl+ U -IDA-I( 01 11'1"- - Carl iHlu I PA 17013
fil 215-36-1843 8/1 /95 1/14/05 c,"" Cumber 1nnd
_.--=-._ ,i."o,."" "",,,.... ...,,,It . ...., "." ..,,, ..." ..~'" ...:'.." _~rOCiOllfCU"ifi "VMoI'- _-_~_~J oMcj""",ci<"o"iitii'''vc;;oi;;r-------
lXJ L O'iginal Return [1 2. Supplemental Relurn LI 3. Remainder Relurn
liar doles of dealh prior to 12.13.821
[I ... limited e,lale {J Aa. fulure Inle,e" Compromise C] 5. Federal htale Tall. Relurn Required
(lor date, 01 death aher 12.12.92)
00 6. Cecedenl Died re,'a'e [J 7. Oecedenl Malnlained 0 living T,u,' -.0. 9. Total Number of Sole Cepalil Bou'
(Allach copy of Will) (Altoch copy a. Tru'l)
All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMI (01.11'1111 MAilING ADD~US
Christo her C, Houston, Esquire DroujoB, Gilroy [, Houston, P,C.
nUI'HONI NUMIU 4 North Hanover Street
717 243-4574
Cal'J,.\,!,_l_'l...~O 1 '\
(II __JI5,_QllO-,OJL__.
(2) __. .....__...___.____...._ .__
(J) __ ..________
(4) _____.... _..._____u______
151 __2.9.J_QU_,_:!L__...
+ -.------- +--~ +
20. II line 19 II greater Ihan line 19, enler Ihe difference on line 20. Thit i, Ihe OVERPAYMENT.
DID
21 If line 19 i, g,ealer Ihan line 19, enlar the dillerencll on line 21. Thl, I, the TAX DUE.
A, Enler Ihe inlere" on Ihe balance due on lino 21 A
B, enler Ih,lolal of line 21 and 21A on line 21B. Thl, II the BALANCE DUE.
Make Chck Payable tOl Regl,'er a. Wills, A.gent
> > BE SURE TO ANSWER All QUESTIO S ON REVERSE SIDE AND TO RECHECK MATH 00( 00(
Under penaltie, 01 perjury. I declare Ihal I hove examined this return, including accompanying ICnodule, and ,talemenll, and 10 Ihe belt of my knowledge and belief.
it II true, corree! and complete. I declare Ihat all ,eal e,lale ha, been reporled at true market value. DeclorOlion of proparer olher Ihan Ihe pononal repre'enlative il
bo'ed on alllnformalion of which p,eparer ha' any knowledge.
tillfOfPllI!lOt4 PO j!llll(fOlIflll,mllftupN AOOllfU .------.-~.~---~----,,---------.------~+- DAHL -~~
'~w. 1"U'e.,d...::.~._z...___107]~lnrrl..Ab~~~IL_I'_~~.._~arl...l..A.~~_ I'A _1..~llJ..3___ .1 / 1~/~L-
-4_ qj,.'!I!: II;j. Ohllll HAN IIfPlnINIAT.V( AOOIUS J DAT~ 1/
~_lJ . tt.-.!Y__lr'1!"."_'!J.!e'...Jd;./Ct.v.Jh4jlfUkoIL --iL.L fL
z
o
~
...
:0
Go
:E
o
'"
><
..
...
FOA DATU OF DIATH AnlR 12/31191 CHICK HIAI
IF A SPOUSAL
POVIRTY CRlDIT IS CLAIMID II
FiiINUMBEiiu-- --. --._--
21-95-0611
YEAR
.NUM6[R
.
':oi,
161 __....._._821.20____
(71..._____,._________.___
(9) ___20 ,l?.I~.!.JE..__.__
1101 _2.63,_6.8____.._
181
114,898.52
21,020.64
___9_3_&L7_,.BB___ .
1111
(12)
IIJ)
(141 _--2.9.3;B]_7.: B8...
1151
___ ~___._..K. .____D
(161 ......91'-81.7, 8Jt__ _.._ u" ,06. ____:t..6J2.,_6.7______._.
(17) _____u.___.._______." ,15 a
(lBI ....---2..Ji32.!.E.L.______
Discount
Inlerell
(191
(201
Check hC'fC' If yOU orD rcquclling a rofund of your ovorpoymont.
... ___MJ_~J_Q.7.__.
(211
(21AI
(21BI
._..__..2...6.ll,.6 7_
IEV.IS02 f.. IU.I~1
~
COMMONWEAltH Of PENNSYLVANIA
INHEllIANCI 'fAl U'fUIN
lUtDIN10ECEDfN'f
SCHEDULE A
REAL ESTATE
- ...-~- - -, - ~ ......
--_._~."._,~._-
:;;;: ~.:.. - FYLfN tiM-sER ;=~...=,~ ~ 4~ ";.;-~ .c..'
ESTATE OF
Doris W. Mead ______21-9~J!.611 ------
(',.polly 1.lnlly..wnod wllh Rluht a' Survlvo"hlp mu'l bo dl"I.,od.n Schodulo FI An ,0010.1010 ,h.uld bo "p.,lod 01 '01, mo,ko' v.luo
which II doflnod a,:ho p,l.. 01 which p,opolly would bo o.chongod bolwoon a willing buy.. and a willing IOn.., nollho, bolng componod
I. bu 0' ,on. bolh hovln ,oa.onablo knowlod 0 o'tho ,olovanl 'ocll.
ITEM
NUMBER
1.
VALUE AT DATE
OF DEATH
DESCRIPTION
_.______.._.. _ __. ..~ _'_4
1921 Sterretts Gap Avenue, Carlisle, Cumborland County, PA
85,000.00
...
..-_..~-'----'----- _._~
,
j
i
!
I
I
I
I
11't'IKlllIJ. III~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Prlnl ar T 0
FilE NUMBER
_9..,~,9_
~
COMMONWEAltH O' PENNSYlVANIA
INHII"AHCI TAX InUIN
IIIIDIN' DICIDIHT
ESTATE OF
Doris W. Mead
(All proporty lolnIIY-4Wn.d wllh tho Ilgh' .f S"rvlvonhlp "'"., bo dlnlo..d on Schod"l. f)
21-95-0611
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Life USA - Annuity - Policy No. 1738585 4,296.72
2. Life USA - Annuity - Policy No. 1933935 10,700.33
3. Life USs - Annuity - Policy No. 1965752 8,435.48
4. Household Furnishings 4,784.50
5. Life USA - Annuity Peyment 101. 47
6. Blue Cross/Blue Shield Refund 63.60
7. Medicare Refund 39.96
8. Blind Association Refund 25.00
9. Misc. Household Furnishings 600.00
10. Homeowner's Insurance Rebate 30.26
TOTAL Aho onlor an IIno 5, Roca Itulallan S
29 077.32
(Attach additional 8VJ" )( 11" .h..1I if more .paco 11 n..d.d.)
.
.,vlJOt,'hIIU'1
W
COMMONWfALTH 0' 'fNNSnYANIA
INHUlIlANCr: lAX UIURN
RUIDr:NIOr:Cr:Or:NI
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Doris W. Mead
FILE NUMBER
21-95-0611
Joint lonanl(.).
NAME
A. Doris A. Morrison
ADDRESS
1073 Harrisburg Pike,
Carlisle, PA 17013
RElATIONSHIP TO DECEDENT
Dsughter
B.
C.
Jolntly-ownod proporty.
ITEM lmER DATE
FOR TOTAL VALUE DECD'S DOllAR VALUE OF
NUMBU JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 4/27/94 Fsrmers Trust Checking Acct.
No. 1198181 1,642.40 50% 821.20
...
,
TOTAL (Aha enfer on line 6, Recapilulaflon) 5 821.20
(II more .pote ,. ne.ded ;mert additional shuh 01 sam. liu)
'IVlIlIU'I'UI
.
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
PI.al. Prlnl or Tvp.
COMMONwrAUH Of '(NNiVlVANIA
INHunANcr IAI UIUIN
_UIDIN' DICIDrN'
21-95-0611
Doris W. Head
ITEM
NUMBER
A,
DESCRIPTION
AMOUNT
Fun"al Exp.n,,", Iloffman-Roth Funeral Home
3,746.00
l.
B. Admlnlltrallv. COlli.
4,
C.
l.
2,
3,
4,
5.
6,
7.
B.
l.
Pe,"onol Repro.entoll.e Comml..lon.
Social Security Numbe, of Penonol Repro.enlall..:
Veo, Comml..lon. paid 1996
2.300.00
2.
Allo'ney Fee. - Broujos, Gilroy (, Houston. P.C.
1.500.00
3,
Family e.empllan
Claimant
Add,e.. of Clolman' a' deceden". deolh
S',ee' Add,e..
Relation.hlp
City
S'ole
Zip Code
P,obote Fee. - Cumberland County Register of Wills
Additionsl Probate Feas - Cumberland County Register of Wills
Mllc.llan,oul bp.nl...
See attached
147.00
120.00
12,943.96
TOTAL (Aha en'e, an line 'I, Recapltulollon)
(If mart IpOCO II n"d.d, Inl,,1 addlllanal "hu'" of lam. II...)
S 20,756.96
25. Agway Petroleum
26. Snow Removal
27. Snow Removal
28. United of PA
29. PP&L
30. Agway Petroleum
3l. Carlisle TV Cable
32. united of PA
33. PP&L
34. Carlisle TV Cable
35. Taylor Rental
36. Richard Lonery - labor
37. Tony Keller - labor
38. RusBel Morrison - Misc. repairs
39. Browning Ferris - trash removal
40. PP&L
41. Carlisle TV Cable
42. Prudential-Stewart Real Estate
commission
- real estate
43. Boyer & Ritter - Accounting
44. Notary Public
45. Carlisle Suburban Authority
46. 1995-1996 School Taxes
47. 1996 County/Township Taxes
48. Gilbert's Pest Control
49. PA Realty TranBfer Tax
50. Cumberland Law Journal - advertising
51. The sentinel - advertising
96.38
30.00
15.00
17.91
40.45
89.05
24.14
18.07
40.45
24.14
16.03
15.00
30.00
103.70
19.78
37.39
24.14
5,100.00
250.00
2.50
32.29
555.33
32.34
173.72
, 850.00
40.00
65.48
52. Filing of Inheritance Tax Return
53. Filing of Family Settlement Statement
54. Estate Contribution to Buyers' Costs for
Purchasing Real Bstate
15.00
17.00
l,052.00
TOTAL
12,943.96
,;.,--
.)
~
,
'!
.
.
""nUl" 11"1
L
FILE NUMBER
li\'~'9.
,"", '
_.
(a"U.IOfIWIA,IHOI "NN,,,,,,,,.IA
INHI.I1ANCf 'A. U'U'N
Inl0lN10lctDINI
SCHEDULE J
BENEFICIARIES
ESTATE OF
Doris W. Head
21-95-0611
AMOUNT OR
SHARE OF ESTATE
ITEM
NUMBER
RElATIONSHIP
NAME AND ADDRESS OF BENEFICIARY
A. Taaobl, eequtllll
I. Doris A. Morrison, 1073 Harrisburg Pike,
Carlisle, PA 17013
Daughter 5/8
Daughter-in-
low 1/8
Daughter-in-
law 1/8
Step-son 1/8
2. Bess J. Thomas, 1214 OakhUl Ave" lIagerstown,
MD 21740
3. Bet:ty K. Beigel. 2801 Urbsna Dr., Aspen lIills.
MD 20906
4. Corell D. Thomas. 1732 Big Cypress St.. N.E..
Palm Bay. FL 32905
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
B. Charitable and Go....rnm.ntal B.qu"ul
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o enle, on line 13, Recapitulation)
(If more .pac. I. n,.ded, In'lrt addlllonal.h..11 of lam. Iln)
s
I
"
,
,
-
"-
W ILL
I, DORIS W. HEAD, of 1921 Sterretts Gap Avenue, Carlisle,
Cumberland County, Pennsylvania, declare this to be my last will
and revoke any will previously made by me.
ITEM ONE: I direct that my remains be cremated and that the cost
of same and all of my debts and funeral expenses, including my
gravemarker, if any, shall be paid from my residuary estate as soon
as practicable after my decease as a part of the expense of the
administration of my estate. ;
ITEM TWO: I give, devise and bequeath my entire estate as followB:
A. One-half of my eetato to my daughter, DORIS ALICE MORRISON,
per Btirpes.
B. One-fourth of my estate to my son, FORREST WALES THOMAS, but
if he does not survive me, then one-half of his share shall go to
his wife, BESS JARRELL THOMAS, and the other half to my daughter,
DORIS ALICE MORRISON.
C. One-eighth of my estate to my Bon, ROBERT BEIGEL, and if he
does not survlve me, then hiB share to his wife, BETTY KLOTZ
BEIGEL.
D. One-eighth of my estate to my step-son, CORELL DOUGHTY THOMAS,
but if he does not survive me, then his share to my daughter, DORIS
'ALICE MORRISON.
E. The bequest of any part of my estate to my son, CARLTON BARRY
THOMAS, has been given long and exacting consideration by me.
After said careful consideration, I..purposely exclude my son,
CARLTON BARRY THOMAS, as a per Bon entitled to any part of the
estate. It is my intent that any part of my estate which could
have been provided to him shall fail and be of no effect or
consequence.
F. The bequest of any part of my estate to my son, LOWELL THOMAS,
has, likewise, been given long and exacting consideration by me.
After said careful consideration, I purposely exclude my son,
LOWELL THOMAS, as a person entitled to any part of the estate. My
son, LOWELL THOMAS, has been provided for by other means and it is
my specific intent that any part of my estate which could h~ve been
provided to him shall fail and be of no effect or consequence.
ITEM THREE I I appoint my daughter, DORIS ALICE MORRISON, Executrix
of this my last will. Should my daughter, DORIS ALICE MORRISON,
fail to qualify or cease to act as Executrix, I appoint my son,
FORREST WALES THOMAS, to act aB Executor with the same rights,
powers and duties.
ITEM FOURI All estate, inheritance, succession and other taxes,
imposed or payable by reason of my death, and interest and
penalties thereon, with respect to all property comprising my gross
estate for tax purposes, whether or not such property passeB under
this will, shall be paid out of the principal of my reBiduary
estate, without apportionment or right of reimbursement.
ITEM FIVE: I direct that my person representative or guardian
shall not be required to give bond for the faithful performance of
their duties in any jurisdiction.
.'~'{ii'"1J1
PAGE ONE OF THREE PAGES
.-
"
.
.
ITEM SIX' In addition to the rights and powers given to the
fiduciaries by law or elBewhere in this will, I give to my Executor
during the full time necessary and for the administration of my
estate the following rights and powers to be exercised in his sole
discretion.
A. To retain any real or personal property which may at any time
form a part of my estate so long as he or she deems it advisable.
B. To invest in any real or perBonal property without
restrictions to legal investments.
C. To repair, alter, improve or lease for any period of time any
real or personal property and to give options for leases.
D. To sell at public or private sale, for cash or credit, with or
without security, to exchange or to partition real or personal
property, and to give options for leases.
E. To make distribution in kind.
F. To compromise claims.
IN WIW~~~ fiHEREOF, I have hereunto set my hand this 1- d1 day of
. ~ ' 1993.
SIGNED A9...JW.u; ) .4.r.,- h1-n" ,t -
DORIS W; MEAD,
The preceding instrument, consisting of this and two other
typewritten pageB each identified by the signature of the Testatrix
was on the day and date thereof signed, published and declared by
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
pr...... cf ..ch oth.r hm "b~~.... .
.g 1df. 0lrR-'<>A~
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
We (L~'.lfwrlt- (. HcJU..l/'llV\ and 8" I d;d 1411 y\ Core 0 r~
witnesseB whose narnes are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw the Testatrix sign and execute the
instrument as her last willI that she signed willingly and executed
it her free and voluntary act for the purposes therein expressedl
that each of us in the hearing and sight of the Testatrix signed
the will as witnessesl and that to the best of our knowledge, the
Testatrix was at the time 18 or more ars of age, of sound mind
and under no constraint or undue i nce.
vL~ &tJov-
PAGE TWO OF THRE PAGES '
'.
.
.
,~
,. ~................. .AI>..__
--
.Wlo._1
--
--...".-
Sworn and subscribed to
1"-'. day
, 1993.
=:9:
c
NOTAIIlAl SEAl .
ICAlI!ll F. BYERS, NOTARY I'IJlue
BCRO OF CARUSLE. CUMWllANO CCUIlTY
MY COMII1581ON EXPIRES MARCH II. 1105
COMMONWEALTH OF PENNSYLVANIA ,
, ss
COUNTY OF CUMBERLAND ,
I, DORIS W. MEAD, whose name is signed to the attachsd instrument,
having been duly qualified according to law, do hereby acknowledge
that I signed and executed the instrument as my last will, that I
signed it as my free and voluntary act for the purposs8 thsrein
expresBed.
Af~/ 1r/""1t~L_.
DORIS W. MEAD ,
s~n tnd affirmed to and acknowledged before me
71 , 1993.
~ry~b~
this 1.!:!. day of
NOTARIAL SEAL
KA1lI!N F BYERS. NOTARY PlJRLIC
,I!ORO OF CAllLISLE. CUMBERLAND CClJljlV
MY COMMIS~N EXPIRES MARCH II. t91lS
!...
.<
"'I, '
.,
'.,.1
;
.1'
, '<:::-",
'~~~~
/,
/1
"
'/
PAGE THREE OF THREE PAGES
rA1''''O HllllU Hi JUIUllj 1'.,,1 "nm. A"""''',d OMII N" 1JOl.u:A~
. A. U S DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT 8",..."..":,,..,;,.: /rYPIlOI'LOm"c. c,", ,".'e'
1,_(JIIA ~ _I'MIIA 3. JLCONV, UNINS.
. VA I. (.'ONV,INS,
SaId Is, Guido, Shuff & Masland 6 J'i1e NWIDNf I 7 l.Alu NWIDbc-,
MT96-134
. Ml1n,.,e In Cue So
SETTLEMENT STATEMENT
C, NOTE. /hlJ form u fumiJhtd 10 A'\'t )'011 Q JUUmltnI 01 actuiJl Jtlllmlnll cwu. AtnuWUJ piJid 10 fJI1d by the smlnnetll QAytll CUt JholtTL
llmu mlJ/ktd "Wo.C.r It.,.,t piJid ouuidt Illt cloJlt1!: 'hry art shalt." hnt fur IIIlonna,jonal PU17HJSU rJnd fJlt nUl illdudtd In ,ht WliJU.
o NAME AND ADDRESS OF BORROWER: \;arl t, KOSer, JlU!lll
E NAME, ADDRESS AND TIN OF SELLER: Estate of Doris W. Mead
F. NAME AND AODRESS OF LENDER: The Prudential Home Mort9age Company, Inc
5325 Spectrum Dri ve
Frederick, MD 21701
G, PROPERTY LOCATION' 1921 Sterretts Gap Avenue Carl isle Pennsylvania 17013
o proporty 01 6orvlcotl Rocoivod Saidis. Guido, Shuff & Masland TIN *251694606
H, SETTLEMENT AGENT:
PlACE OF SETTLEMENT: 26 West Hi9h Street
Carl isle, PA 17013
I. SETTLEMENT DATE: 02-29-96
J;l.'~n"SUMMAR'tOF. BORROWI!R'S sACl'ION,lft.>1I'!l'I',;,~\CI;i\~ KIM, :<'.sUMMARY,:O os ON':1 ,~.,,:'I'1-i!i'~i,,"~!I':";'.'
100. GROSS AMOUNT DUE FROM BORRO'j![ 400. GROSS AMOUNT DUE TO SEUJiR:
101, ConlractIBIe:. Drlce ). UUU .uu 401. Conlr'ICl ules price lltl.UUU,UU
102. Penonlll'ropcnv 402, PenDnll property
103. Selllemenl chllrlCl 10 borrowcr{lint UDO) .:Ii 1 bIb ~ 403,
104, 404,
101. 40l,
Adjwtmt'llJ 10' IItnu plJld by StUn' in advatKt Adjwlmmu lor itmu paid by stUn' in adWVIce
106. CHy/101AoTI taxe. 10 406. Cily/lown laxes 10
107. Counly liUCS Ul-l!l-!lt)10 il-Ji~ iDtl~ 407, CounlY lax", - - 10 U-Ji-!lD IDll.J!I
108. ~almt'nl' 10 408. Asseumenl. 10
109, :.cnoo I l-29 to t)-"U-!lD lJ/.JI 409, Scnoo I l-l!l to 6- -!lD lJ/.JI
110, 410,
111. Water :>ewer thru "-Ji-~D J<!.<!9 411, Water Sewer t ru J-Jl-9b J2.<!9
112, 412,
Ill. 413,
114, 414,
Ill, 415,
116. 416,
120, GROSS AMOUNT DUE F1IOM nORROIYER tl!l,Ui'l.DU 420, GIIOSS AMOUNT DUE TO SHUER ,43B,U:l
" ." :.: '100, AMOUNTS PAID BYIOR TN BEHALF OFBORROJY1iRfI), ;1.' )i~:',; I . '.'.;'; SOO:,:'REDUCITONS 'IN'AMOUNTo DUE, TO 'SELT.E.R:' ',";;
201. DepOlIt or carnesl money i,UUU.UU 501. E>cccu deJlO'II(It. /Juuutllo>l1)
202, Principal amounl of new 10an(l) ID,:lUU,UU 50~, SelUement charges to leller(/int 1400) 7,U!I,D:l
203. r~lllng Inan(l) laken .ubject 10 l03, ExiIUng 10In(l) Ilk.n IUbJeet 10
204, 504, Payorr of finl mongage loan
201, 505. Payorf of ICcond mongage loan
206, 506,
207, l07,
208. 508,
209. 509,
AdjwtmtntJ lor ilmu unpaid by Jtlltr Adjwlmenu for ilmu lUIpaid by sella
210. CJtyIlO\\TI laxes 10 510, Cllyhown lax'" 10
211, County taxes 10 511. County lUes 10
212, AUCMmenl!l. 10 512. Aucumcnll to
213. 513,
214, :>e I I er ontr to Iluver \;DStS l,U:ll.UU 514, Se II er I.Ontr to Buver (;osts l.U:ll.UU
215, 515,
216, 516,
217, 517,
218, 518,
219, 519,
TOTAL PAID BY/FOR TOTAL REDUCTION AMOUNT
220, BORROWER 78 552.00 520, DUE SEUER 8.171.65
'."- : ',300, CASH AT-SEITLE:MENToFROMfTOBORROm ," "... ""'-i"6iXI,"ClSllA71SETIUiMENI'iTO/FRQMSELLERJ '-rWI""'"
1"'.e;'c';".,, ". . . ~.'''''...''''
301. Gross amount due from borrower{line 120) . 601. Orou amounl due (0 leller(/int 420) .q.:litj.U~
302. Leu amount. paid by/for borrower{lint 220) . 602. Leu rcducUonl In amounl due ICller(/int S20) 8. III .00
303, CASH ( X FROM) I TO) BORROlYER 10,462.60 003. CAS// ( X TO) I FROM) SEUER 77,266.40
,
TA.XPAYnR IDI!.... nflCATION NUMOER SOUCrrATION, SI!U.I!R
You Ifl r.qulrtd by 11* 10 pftMd. 5.1dll, OUllto, Shun. Mullnd.,t11 your con.ct tup-rcr idtntinUoUon numbrr, I(you do notpnMd. Saidil, Ouido, Shllrr A Malllnd "1Lh )'Out ton'tellupl!"
14tnUn"'llon number, )0104 m.y br 11Ib/eel to c:MI or cnmmll ptnalUu lmpottd by law, IStU.r'1 "Im.(a), liJdr... Ind la.t idtnufica!kln nlUllbrr(l) IlI00-.nln Ittrn n .bar. Ind ab>)U\d
be d1tc:hd Of ICcuncy,)
Und.t ptnltt,u of ptl'jury, I "rot)' IbJt lb. nlllllbc, Ih~," on lttl"!Jltm.nl il my con.<< I.UJII)" ld.nllrlC.ltilHl numbtr.
lb. Infonnloon contJm.d in UlocU B"O,II.I. Ind IIn. 40111 importanl Lu inronnluon Ind II win. (umllh.d 10 Ihtlnltmll R....enut StMcc. ltrou 't. t~lI'r..t to nit. t'lum,. n.,h,tn" ptnalry
or otl!ar
_.nWOll.-lll be Impond on)'Uu It !hI. lUIIl I' t.qult.d lD be ttpol1.d .nd lbl IRS d."tmllltl t111111 haa not betn "pontI!.
CAT,NOFFOOIU P..5 'H '''''1 ....2 "UU
L. . SI!TI'LI!MI!NT CIWIOI!S
,:,:':<',' 100.ilJ'OTAI1.sAI!.IlSIBROKllR'S:C!OMMISSIONS~~'~~'l/.l;l,1'l!"Iilm,m~lmlliOlr~ PAID mOM PAID FROM
UArl!D ON PRICI! S 115.UUU.uo @ '.11,. 5 1 .
Div..ion or Commiulon (line 700) u rollows: IlOllllOWI!R'S SI!LLI!R'S
5.100.00Ia Prudential S tewa rt Rea 1 Estate f1JNDS AT HJNOS AT
701. S SI!TI1.EMENT SE11l..EMENT
102- S la
703, Commllsion paid at SeUlement 5.~
70t
, oo.'/7'BMSiI'..tYAllLB'/N'CONNEcnONIIl'lDlIl!d.\lN'~'lIt.~lWQ~;:'I'
801. lAtn O",lnallan F.. '.II, The pruaent a orne Mort a e lomoanv. .
802- 1...oIn DIKOunt ?f,
803, ApPl1Ibal Fee to lenders Service. Inc. 136~UVerJ )
~, Cndll II.pon la (15 uverJ J
80$, Lender's Inspecllon fcc to
806, Monl'le Insurance Annllcallon Fee to
807, Auumntlon Fee 10
808, Process 1 nq Fee to The Prudential Home Mortoaoe (omoanv. Inc 200.00
809, Flood Certification to The PrudentIal Home Mortaaae (omoanv In 16.00
810,
811,
812-
813,
814. ~ ~
~V900./7'BMS,1l1iQu/RED:B1-:LENDBRJrrol.lUllP'.AlD)lN.;,wV.tINCE4!I.i'l;'~~'I\:~!'~~ ~ . 1J:I~l'illXltj;U:'liIi' ... 'k'j\lk;!tb~l!':d"'l
901, Inlerc..rrom U2-29-9610 03-UI-96@514.15 Iday (1 .dal'll 14. 5
902. Monllle Insurance Premium ror monthl 10
903, Hu.ard Insurance Premium ror I year 10 (1IlUVerJ J
904,
,:r:
' ,~,~ooo.i.RB.SllR~ rll'a$. !l\1i
1001, Haurd Insurance 2 months @ S . ner month .
1002. Mon1D1e Insurance monUa @ S N'r monlh
1003. CllY o.aoem I.... moolhs @ S N"r month
1004, CounlY orooeny I.... I manlhs @ S 14.75 N"r month 14.75
tOOS, Annual useumenlJ moolhs @ S N"r month
1006, moolhs @ S N"r monlh
1001, scnoo I 9 monlhs @ S 511.115 DCr monlh 529.65
1008. monlhs @ $ DCr month
nGllJi:';::"1>110a"TJ2%JHl'C/l;(RGB$.~.;t S; Qo\~~ ~.. '.rolll.~_W,~l\;'t'.lrm.AA\~!1
1101. Seltlemenl or dOlln! rc:e 10
1102. Abstract or title search 10
1103. nile examlnallon 10
1104. TIlle Insurance binder 10
1105, Documenl nrcparallon to Brouios ilrov & Houston. P.C. rp ;ISellerl)
1106. Nolarv fee to Casn 6. l.5U
1107, Auorney'. rc:e 10 Saidis liUlaO. snutt II Maslana 717.
(includn Dbow IttnU munbtn,' 1101 1102 1103 1105 & 110B )
1108, Tille Insurance to
(includts dhow Ilmu nwnbm: J
1109. Lender's coverage S Ib.5UU.
1110. Owner', coverag. S 85.000.
1111,
1112-
1113,
;,.;;:;J;1'":;'<~1200.~~GbYBRNMsm:'RBCORD~SR'C/UIlOE~r;r~;.l'" " . ~"'1:I"~{'(S''''"''
.. . 4f'f~ll" :r;;; ,. .... j
1201. R'C:Ordln. r...: Deed S . B' $ 4.00 : R.'eue S .UU
1202. CllY/c:ounlY lall/atamoa: Deed $ 5 . : Mo".... S 850.00
1203. Slale WfJalamoa Deed S . : Man.... $ 115u.
1204.
~;'~';':'1300.~DmON..tL;~CUUROES~~f~~_M\.'U'~
1301, Airbi lender Pka to a dls. uido. :.nu " Mas an .00
1302- 19~5- ~cnoo I Tax to Rob n Sol enoerQer m
1303, 199b tv/Two Tax to Ro Ii n So I enoerQer .7
1304. Pest certlt1Cation to]! bert's Pest Control 1 .
130$.
1306,
1307,
1308.
1400 'TOTAL SE7TLEMENT CHARGES (mler on linu 103, StC,ion J ond S02, Section K) 3.576.55 7 119.65
~ artfully rrolC'*.d l.b. HUD-I Stlll.lllm! SUI'lII.nl .Ild., to lb. bell 01 my tno.t.d,. Ind "liet, II .. . U\M and KCUtllI It&t.lIltnl of aU f'lCCipu and dlIbt.II'M1unu IDI6t on rIr'J
IUlOlUI4 or by ID. III U111
Won..1 rlJl't?:l.~lhIll ~ ~'-I ~ot ~~l1ealtlll SUlMMnl
[WA .
I EII't.-at. O~ lJorl. N. "..d"'"/ SWJlJll 5I!JJ.J!.RJ
I .r , o..r
To lb. bnl olmy ~nowitdl..lb. HUD.l Mul
allb. HltltlD.nlnr UlII trantUUon.
, "i!JwA
UUYIiR 1 DUYER J
I br..e prtpamt If . 11\I, and ~l' IOCOYIlI at 11M tundl MUcb w,. r~M14 .nd bm been 01' ~ N dllbunad ., 11M "fIlUAlpld .1 pi"
^
WNtNINO' It I' . enlD. 10 kmJeM~IJ~~' t.l.. ltatalDlllllO lh. Un/led Salel on lhll 01' '/l)' otba Ilmllu tot'lll. P'lUlu. "poll CIXMdIon can Includ. . I\nIItId ImpnlOllllllnL
For .s.taiIa ~.: nUt l' U.s. Cod. . 1001 .M S<<tion 101G.
<:
~
,~
'-'
-I
'"
'.1
~'
...-'-
w
o
o
U
Q.
N
,--}
\I
'\I
J
J
h
'-,
'.1
'f" C
(to
'0
..,
,-
,
.
w
::;
<t
Z
IJl
a:
o IJl
Z IJl
Cl w
iii a:
Z 0
o ~
~ ~. u
'I., -,. l;q"l: __.... __,' "-
"'.' ( IJ ""-
. .... ...~ ''', ~},I ~ ~ ,
: :.~:.~:~~.~ . I
.. -"\"t..,.;1 "-
~ _ ':. .;r<::~.::J .
'" ,
w
Z
o
:J:
Q.
"":, ~:.; ~ li..-
,::\/::/(,
,".: ",
. h"i\Y;:~:'r:~ " '.
. , ,~ . "
" ~~. <l):",:.~
,'Id.. .
l':::!-~I;:1 -, ,'t ,I,
8
:J:
IJl
..J
~
~\
u..
o
':'~2j;1l~'i~
.2 ~~ &~~ i
E~.~5~
&idU'2
~~-:K~!Iof!
ltil~~'i ~
..tiu.. ~=_ ~
11~ 211- ," "
Ri~jih~ ~
hdih ;
U"hH.1
1xlus~H
Sh~~~li~
U'llis'O ~
&2~~tf _
a;;'O~~.o_~
~~!2-~cu.
ft:! ~-~a.l!!iii
j;!~~IHti
!~~i-~~ t ~
.
s
i
VI
i
u
..
t;;
w
:J:
IJl
>
"
o
u
~
"
u
..
:t
U
1Il
iJ:
o
z
C!
in
7-
o
'-'
FARMERS m
TRUST __
AUr,u!;1 22, 199.5
BrouJ')~, Gllro)' ',I\I:'"$ton, 1',(;,
4 N, lIanover Slreet
Carlisle, 1'1\,17013
Rei Estale of Doris W, M'!i1d
Dale of Death: AUflust I, 199.5
Dear Chrlslopher C. Houston:
In i1ns\\"~r to your r,,:\rp_IPr;l cQnc~:,rninu nt:counts owned, ellhol"
separately or jointly. by the above referen<:ed de<:edent and tll'l
balan<:I! in '-'lIch a<:count as of the date of dealh, we halle <:I",cked
our re<:oTds and arc submlttln/l the followlnr. Information In
dupllcale, We SU/lr.est Ihat you file one of these letters attached
to the Pennsylvania Inventory forms (RCC) to substantlllte th'l
balance you report.
Note Ihal ,"I! hilvl! shown Ihe corre<:t r~!f:lstl'atlon for ell<:h account,
Also, int~'rest a<:crued to the date f)f death. If nny, Is Ilstod n~
a scparate fi/lure.
Checklne aC<:f)unt 1/1198181 '"i1S orlr.inllly opened 01' 4/27/94. Tlw
ac<:ount was joint a<:count between Doris W, M',ad or Doris !\,
Morrlsf)n, Th... bnllln<:" as of 8/01/95 was $1.639,62 plus $2.n
a<:<:rued Interest for a tolnl of $1,642,40, Th" a<:<:ollnt was 11 Nf)w
Ac<:ounl ,'nrnI11l'\ 2,10'1> Inl'Jr,'51 al Iho lime of d'Jalh,
No saf,,' d'lposlt box was on file al th', time of death,
SIn'10rly,
Sra~~ ~
Shawnee E, Smith
Customer Sl!fVico
Mal n Off i':e
One West High Street P'Q, Box 220 CUTlisle, Pennsylvania 17013 (717) 243-3212
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 280601
HARRISBURG, PA 17128-0601
Telephone
717-7B7-3870
September 21,1995
Christopher C, Houston, Esq"
Broujos, GIITOY & Houston, P.C.
4 North Hanover St.,
Carlisle, pa 17013
Re: Estate of Doris W. Mead
File Number 2195-0611
Dear Mr. Houston:
This letter Is In response to YOUT request that the Department calculate the present value of
three annuities owned by the decedent at her death. Attached to this letter Is a calculation of the
present values of the annuities. A summary of their value Is as follows:
1738585
1933935
1965752
Month/v.
Payout
101.47
225.54
630.00
# of Rema/n/nq
Payments
49
56
14
Present
Value
$ 4,296,72
10,700.33
8,435,48
Pollcv #
If you have any questions, please contact me at the telephone number noted above,
Sincerely,
. pau Ibert
Business & Trust Valuation Mgr,.
Inheritance Tax Division
r .
, I
1,~;/CJlkJ q.l.'
-...... .....---.....-.
,
L_.____ ~ ____ ____ _ __. __ ___ _. ___ ___ _ _. _ ____ ___ ___ __ ___ __'
RECEIVED FROM.
ACN
ASSESSMENT f!'I
CONTROL IiilI
NUMBER
AMOUNT
&
HOUSTON CHRISTOPHER C
4 N HANOVER STREET
101
-:5,632.67
CARLISLE, PA 17013
ESTATE INfORMATION.
miLE MIER
Ii 21-199:5-0611
II NAME OF ~ECEDENT W
II DATE OF PAYMENT
EJ POSTMARK
COUNTY
'OCD H",_
SSN 21:5-36-1843
(FIRST) IMI
CUMBERL ND
DATE OF DEATH
REMARKS
m TOTAL AMOUNT PAID
-5.632.67
SK
BROUJOS GILROY & HOUSTON P C
C/O CHRISTOPHER C HOUSTON
CHECK" 49
SEAL
,. ,
..r-../ .. ,,~J
RECEIVED BY I h/?,? 'III , y" -' ('" ,,J , ,./
l SlGNAJU'I!.
./ 'J~ ;..'./ ;
MARY C. LEWIS ."'" .
REGISTER OF WILLS ,," I
,
REGISTER OF WILLS
- - - -- ----- - --- - - - - - - - -- - -- - - - --
,i,.i,:h... ,.. ...,......,." .- . . ..m,.,,~~,"," ".. " " _ '_" " _,........-,.. ._, ..__
-:
.
--
.
I
I
~.
"
..,
\' ~, t
.;
. .
. .
..__& -~
..~AII ~_~.
'C.-._
, ,
, .
'1f
. ~_.~
. ---..---.-- -.-
\.
_-0-... _... ..... .___
,
~,
.-..... ,.............-,. ." .,.-.'
_~?O\.:;h,c,~<~\~,~g;-"?{t:~~~>-.__,..~,_,
~.,-,.,..........-~~--"..--""--..-.._"="'.......,...~~~j...-,->'~~~.~~....,.~-;.:";,-,
DETACH AND I1ETAIN THIS PORTION FOR YOUR RECORDS
Ale NAME JOHN A. BLESSING. SURV. CO-T/W
No, M-041420
DATE 3-20-96
Ale NO, 1204172704
FOR COST OF FILING FIRST AND FINAL ACCOUNT
I1EMITT ANCI>AMOUNT
INCOME PRINCIPAL
$350.00
dl- 9s-"-C; /1
-:
T~'li:-~
l~R
....-..,.,.,." -. ,.. ..,. %-. --..,," "-"Y'~-"-""'~~~""K,"'--"~~-...-.
.
r' \"
, ~( " ,
.A\.".' iiI'j i' ,
1';tJ;-
.r ~ "''1
, ~,
: '. · ~ f", >
-".....
o ~ ......~ .~ )
't. <'. 'r.t 1
"'11 ,-_'; _
- "I'\'.f ~.~
I
:f .,.,J:,~;
"1-.
,.;
k
,'j "
"1
\'
.,
I .
.'
.,
,,- -- '--'- -
0"'. -... ~...
~.-' ..t'
:.___,:___...._u ._",_..._.
I
..---'
r-
~ - ?-
\.
--1'
T-
,.,"'~_~lJ't
.
,
.
I
I
I
I
I
t
I
I
I
I
~
II
'.
I,
:,
I
~
,
,
.
1
'.
.
I
",'
t
,
\
,.
. -,;
,,0
!
,/
/550-1
R!V-1547 !X AFP (12-95'_
cQHHOHWEAltH OF PENNSYlYANIA
DfPAATttr"T OF REVENUE
BUREAU OF INDiViDUAL TUn
PEPT. 210601
HARRISIURG, PA 17121&06Dl
,l ..;
ACN 101
NOTICE OF INHERITAHCE TAM
APPRAISEHENT, ALLoWAHCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DAT! 07-08-96
F1L! NO.
DAT! OF D!ATH 08-01-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PoRTIOH OF THIS FORH WITH YOUR TAM
PAYHENT TO THE REOISTER OF WILLS, HAKE CHECK PAYABLE TO "REOISTER OF WILLS, AOENT"
REMXT PAYMENT TO:
CUT ALONG THIS LIN! ~ RnAIN LOWER PORTlON FOR YOUR RECORDS ....
iiiv:i5'4""7"iir-Aj:p-n-Z:9ifi-iii;'ficniF"YHiliififiiNCi-TAX-WpiiiiisEHiiii'-;-iiLLOWANci-olin---------------
DISALtOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEAD DORIS W FILE NO. 21 95-0611 ACN 101 DATE 07-08-96
APPROVED DEDUCTIONS AHD EXEMPTIONS I
~. Funeral E~p.".../Ad.. Coata/"llc. Expan... (Schedule Hl (9)
10. D.bh/Hodgog. LI.blliU.o/Llono ISch.duh II 1101 263.68
11. TotalOeduction. (11)
12. Hat Value of Tax Raturn (12)
15. CharUabla/Govlrn"antal alqullt, (Schedull J) USl
14. Hat Valu. of Eltat. Subjlot to TIM (14)
NOTEI If an sssassmsnt was issued previouslY, lines 14, 15 and/or 16, 17 end 18 will
reflect figureB that include the total of 6hb returns aBBeBsed to date.
ASSESSMENT OF TAXI
lS. A.aunt of Line 14 at Spou..l rat. (15)
16. AMount of Linl 14 taxable at Lin..l/Cl... A rat. (16)
17. AMount of L1na 14 taMabla at Callataral/Cl.'. S rata (17)
18. Prinoipal TaM Dua
TAX CREDITS I
PAYHENT
DATE
03-20-96
CHRISTOPHER c HOUSTON ESQ
BROUJOS ETAl
4 N HANOVER ST
CARLISLE PA 17013
TAX RETURN WAS. I X I ACCEPTED AS FILED
R!SERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Eot.t. ISch.dul. AI III
Z. stock. and Sand. .Schadula 8) 12)
S. Cla..ly Hald Stack/partnar.hip Intara.t .Schadula C) IS)
~. Hartgaga./Hota. Racalvabla (Schadula D) (4)
S. Ca.h/Sank Dapa.ita/Hlac. Par.onal Proparty ISchadula E) eS)
6. JointlY Ownad Proparty (Schadula f) 16)
7. Tran.fara (Schadula 0) 17)
8. Total A..ata
RECEIPT
NUHBER
AA112640
DISC~UNT
INTEREST
1+1
I-I
.00
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Altount Ralllttad
I CNANOED
85,000.00
,00
.00
.00
29.077.32
821.20
,00
IBI
114,898.52
20,756.96
?1 .n?n 1i,4
93,877 .88
,00
93,877 .88
,00
93,877.88
.00
M'OO.
M ,06.
M .15.
I1Bl
,00
5.632.67
,00
5,632.67
AHOUNT PAID
5.632.67
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5.632.67
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
-,--'~'-.."._.~,,-.-
.....-..
"" ~~
~- -
0 ~<!! ,.
CO "
;,~~ <'C l .' 6
" J
,. cr -.
,) "
., ~
(j ~~" .,
o '~:..~ .U
q'l) 'J.J -ill E
lUer: P'
er: u8
RfSERVATIONI f.tet.. a' d.c.d.nt. dying an or b.'or. D.c..b.r 12, 1912 .- I' .ny 'utur. Int.r..' In 'h. ..,.t. 1. tran.'.rr.d
In po.....lon or .nJov..nt 'a el... I (Coll.,.r.l) bln.flcl.rl.. 0' the dlc.dant I"ar 'ha .wplrltlon 0' any ..,.t. 'or
II" or far v..r., the Co.-onw..lth her.bv .wpr...ly r...rv.. tha rIght to appr.I.. and ...... tran.,.r Inh.rlt.nc. T....
.t the I.wful CIa.. I Ccoll.'.r.l) r.t. an anv .uch 'u'ur' Int.r..t.
PURPOSE Of'
NonCE I To 'ulflll the requlre..n'. of S.ctlon 2140 of thl JnhsrJtanc. .nd E.tata ra. Act, Art n 0' 1991. 12 P.S.
SaClllan 2140.
PAY~NTI D.tach the tap portlan of thl. Notlc. and .ubalt wIth your p.v..nt to the R.glat.r of willi prlnt'd on the ravar.a .Ida.
"Haka chick a,. .on.y ordlr p.v.bla tal REGISTER OF MILLS, AGENT
All pav.ant. rac.lvld .hall flr.t b. .ppllld to .ny Int.r..t which ,.y ba due wl'h .ny re.alnd.r applIed to the t...
REFUND (CRJI A ,.afund of . ta. cradlt, which w.. not r.que.tad on 'h. Ta. R.turn, ..y b. raqua.tad by co.platlna an "Application
fa,. R.fund of P.nn.ylvanla Inh.,.ltanca and E.,.,. T.x" (REV-ISIS). Appllc.tlon. .r. .v.llabl. at th. Offlca
of tha R.ol.t.,. of Will., .ny of th. ZS Rav.nu. DI.trlct Offlc.., 0,. by c.lllng th. .p.clal Z4~hour
an.w.rlno ..rvlc. ~.r. fa,. for.. orderlnot In Pennlylv.nl. l-aOO-S6Z-Z0S0, out.ldl Pennlvlvanll and
within loc.l H.rrl.burg .r.. (711) lel~eG'4, TOO' (117) 71Z-Z252 CH..rlng IIP.I,..d Only).
OIJECTIONS. Anv p.r'v In Int.r..t not ..tl.fled wIth th. .Ppr.I....nt, .110w.ncI or dl..11owlnc. of d.ductlon., or ........n'
a' t.. Clncludlng dl.count or Int.r..t) .. .hown an thl. Notlc. IU.t obJ.ct within .I.ty (60) d.v. of ,..celpt of
this Notlc. bVI
--wrltt.n prot..t to the PA D.p.rta.nt of R.v.nue, Bo.rd of App..I., D.pt. 2110Z1, H.rrl.burg, PA 17121-1021, OR
--II.ctlon to h.v, the ..tte,. detaraln.d .t .udlt of the .ccount of the pe,..on.l r.pra..ntatlv., OR
--.pp..1 to the Orphanl' Cou,.t.
ADHIN
ISTRATIVE
CORRECTIONS I
'ICltu.1 .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.part..nt of R.v,nu.,
lura.u of Indlvldu.l r...., ATTNI po.t A.......nt Rlvl.w Unit, D.pt. 2a0601, Il.rrhbura, PA 171U.0601
Phon. (717) 717.6S0S. 5.. P.O' S of the bookl.t "In.truotlonl for Inh.rltanc. T'M Raturn for a A..ld.nt
O.c.d.nt" (REV.1S0l) for an ..planatlon of .d.lnl.tratlvlly corr.ctabl. .rror..
DISCOUNT.
If anv tn due II p.ld within thraa U) cel.nd.r aonthl afhr the d.c.d.nt'. daath, . flv. parc.nt CS~) discount of
thl tlx p.ld II .1I0w.d.
PENALTY I
Th. 15X taM ean..tv non-p.rtlclpatlon p.n.lty I. co.putld an the total of the t.M and Int.r..t .......d, and not
p.ld b.for. Januarv la, 1'96, the flr.t d.y eft.r the .nd of thl t.. a.n..ty p.rlod. Thll non-partlclp.tlon
p.n.lty II app.alabl. In the .... .ann.r .nd In thl the .... tl.. p.rlod .. you would .pp.al the t.. and Int.rn.t
th.t h.. b..n .......d .. Indlcat.d on thl. not Ie..
INTEREST I
Int.r..t I. ch.rg.d b.glnnlng with flr.t d.v af d.llnqu.ncv, 0,. nln. (,) .onthl .nd on. (I) d.V froa the data 0'
d.ath, to thl data of p.v..nt. Ta... which bac... d.llnqu.nt b.'or. Januarv 1, 19a2 b..r Int.r..t .t the r.t. of
.1. (6X) parcant p.r ennui calculatld .t e dallv r.t. 0' .00016~. All t.... whIch b.ca.. d.llnqulnt an and afta"
J.nu.rv I, 191Z wIll b..r lnt.r..t .t . ,.at. which will vary ,,.01 c.l.nd.r y.a,. to c.l.rtd.r y..r with 'hat rat.
.nnouncad bv the PA Dep.rt..nt of A.venu.. Th. appllcabla Int.r..t r.t.. for 1982 through 1996 ar'l
'!!.!!: Int.rllt Rata D.lly Int.r.st F.ctor :!!!r Intarl.t R.ta D.lly Int.,...t Facto,.
191Z tOX .000S41 1987 .X .OODZO
1915 16X .OOGUI 1'18-1991 11:1 .00nOl
191ft u:c .000501 1992 'X .00D2ftl
1985 UX .000556 1995-1994 7X .00019Z
1916 lOX .OD0274 I99S-1996 'X .000247
uJnt.,...t II calculat.d .. foUow..
INTEREST . SALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Anv Not lei I..u.d .ft.r the t.. baco... d.llnqu.nt will r.fl.ct an Int.r..t c.lcul.tlon to flft'ln (15) daYI
beVond the data of the .......Mt. If p,vllnt II IIdl .ftar the Inte,..1It CQllPut.Uon dlt. .hown on the
Notlca, addltlon.1 Int.ra.t au.t b. calculatad.
,-,,'
. ".......--,.--....'-.--.-
.
"
'l:fJ:"
.~., ...
.
-- .-. ......*..~--.t~- -.~-....-_._-_. ~.,._---.",--,
"."'t-'.---
I ' '
_.."_"'" H.
--'-,
.
.
-,
.
'"
"
,
~
'''; ,
.~ ,JA."
\. ' " .<--. ", ..
/" "..,j..
, '. ,
!,,\.. .;- ~'I
I
.,
,
f~ .
" ',', -.;t
~f, fl.- \~ 1
~_ ._. ,.'>> 1. >
"\"'- ......
-'t t(' ..
t "a- ~. 'r.~ i
. .., - ~ - - .. _:, .
. 'I.. f ,'\
:1.~ --"--,','; ~'---'.~ - ..,~ ,
<'_, _'-._ '__: '-t_ ,.' ~ ..
t-. -,- ...&
: .,"~ .. "'~~
I
"
.~ ,
i"~ ,
.
Il..,\. ...'
..,
\, \: t
./
I
_d
r- .,..,..-
~_....."
. -.
n'
.;
~,
,,:,
~.
mlld.lgt
~
t
~'
"
,
~;,
~i
)
FAMILY SETTLEMENT AGREEMENT
THIS STATEMENT, made this ?f,~t day of July, 1996, by DOriB A.
Morrison, of 1073 Harrisburg ke, Carlisle, Pennsylvania, BeSB J.
ThomaB, of 1214 Oak Hill Avenue, Hagerstown, Maryland, Betty K.
Beigel, of 2801 Urbana Drive, Aspen Hills, Maryland, and Sarah
Elizabeth ThomaB, surviving spouse of Corell D. Thomas, of 1732 Big
CypreBs Street North East, Palm Bay, Florida.
WITNESSETH I
<
"
WHEREAS, Doris W. Mead, of North Middleton TownBhip, CarliBle,
Cumberland County, Pennsylvania, died on August 1, 19951 and
WHEREAS, on August l6, 1995, Letters Testamentary were granted to
Doris A. Morrison at File No. 1995-00611 in the RegiBter of wills
Office for Cumberland County, Pennsylvania; and
WHEREAS, the said Doris A. Morrison has adminiBtered the Estate of
Doris W. Mead, up until the present time and has paid all debts of
the eBtate, including Inheritance Tax owed1 and
WHEREAS, tho Estate of Doris W. Mead has paid the following debts
and made the following distributions:
Potteiger Furniture Auction
Ron Dick
Carter Lumber Company
Tuckey Mechanical
Ebert's Paint
Tony Keller
Carlisle TV Cable
Browning FerriB
Carlisle Suburban Authority
united of PA
Tuckey Mechanical
PP&L
Tony Keller
Carlisle TV Cable
PP&L
united of PA
Fay Hoch
Carlisle TV Cable
united of PA
Agway Petroleum
PP&L
Snow Removal
Carlisle TV Cable
Carlisle Suburban Authority
$ 1,196.13
96.41
24.45
660.00
56.74
15.00
24.14
31.29
93.75
11. 61
1,330.00
35.52
25.00
24.14
34.05
17.9l
25.00
24.14
17.91
196.S7
38.72
20.00
24.14
93.75
Agway Petroleum
Snow Removal
Snow Removal
United of PA
PP&L
Agway Petroleum
CarliBle TV Cable
United of PA
PP&L
Carlisle TV Cable
Taylor Rental
Richard Lonery
Tony Keller
Russell Morrison
Browning Ferris
PP&L
Carlisle TV Cable
The Prudential Stewart Real Estate
Notary Public
Carlisle Suburban Authority
1995-96 School Taxes
1996 County-Township Taxes
Gilbert's Pest Control
Pennsylvania Realty Transfer Tax
Cumberland Law Journal
The Sentinel
BBtate Contribution to Buyer of Rsal Estate
COBt for Purchasing Real Estate
Probate Fees
Attorney's Fees
Pennsylvania Inheritance Tax
United Telephone of PA
PP&L
Home Health Care
Carlisle TV Cable
PP&L
United Telephone of PA
Hoffman-Roth Funeral Home
Doris A. Morrison
Betty K. Beigel
Bess J. ThomaB
Sarah Elizabeth ThomaB - Surviving spouse of
Corell D. Thomas
$ 96.38
30.00
15.00
17.91
40.45
89.05
24.14
l8.07
40.45
24.14
16.03
15.00
30.00
103.70
19.78
37.39
24.14
5,100.00
2.15
32.29
555.33
32.34
173.72
850.00
40.00
65.48
1,052.00
147.00
1,165.00
5,632.67
27.75
73.13
40.00
24.14
73.94
24.72
3,746.00
38,844.28
7,768.85
7,768.85
7,768.85
~-;
,i'
~..
'f
't
i.
l'
~.
WHEREAS, there remains to be distributed to the following'
Doris A. Morrison
Sarah Elizabeth Thomas - Surviving spouse of
Corell D. Thomas
BeSB J. Thomas
Betty K. Beigel
$ 3,898.63
779.73
779.73
779.73
WHEREAS, Doris A. Morrison, Betty K. Beigel, Bess J. Thomas, and
Sarah Elizabeth Thomas desire to forego a formal accounting and
scheduled distribution and desire to conclude the eBtate by virtue
of the filing of this document.
NOW, THEREFORE, the said Doris A. Morrison, Betty K. Beigel, Bess
J. Thomas, and Sarah Elizabeth Thomas, intending to be legally
bound, states as follows:
1. The said Doris A. Morrison, Betty K. Beigel, Bess J. Thomas,
and Sarah Elizabeth Thomas-Surviving spouse of Corell D. Thomas, as
beneficiaries, Btate that the Executrix of the Estate of Doris W.
Mead need not file a formal accounting or scheduled distribution.
2. Doris A. Morrison, Betty K. Beigel, BeSB J. Thomas, and Sarah
Elizabeth Thomas Btate that the following additional costs owing by
the estate should be paid:
BroujoB, Gilroy & Houston, P.C.
Boyer & Ritter-accountant
Additional Probate Fee
Filing of Inheritance Tax Return
Filing of Family Settlement Statement
$
235.00
150.00
120.00
15.00
17.00
3. The said Doris A. Morrison, Betty K. Beigel, Bess J. ThomaB,
and Sarah Elizabeth ThomaB agree that the following final
distribution of all estate assets remaining after ~ayment of the
above-mentioned fees, shall be made as follows I
DoriB A. Morrison
Sarah Elizabeth Thomas - Surviving spOUBe of
Corell D. Thomas
BeSB J. Thomas
Betty K. Beigel
$ 3,898.63
779.73
779.73
779.73
4. Doris A. Morrison, Betty K. Beigel, BeSB J. Thomas, and Sarah
Elizabeth Thomas acknowledge that the distribution previously made
to them and the distribution as outlined in thiB Agreement is an
"at risk" distribution pursuant to 20 P.S. 3532. The Baid Doris A.
Morrison, Betty K. Beigel, BeBS J. Thomas, and Sarah Elizabeth
Thomas, hereby release the narned Executrix with respect to acts or
omiBsions in the administration and distribution of the estate and
hereby agree to return such funds as were distributed under the
administration of the eBtate as may be required for the payment of
any proper claims not discharged prior to this distribution.
S. The said Doris A. MorriBon, Betty K. Beigel, BeBS J. ThomaB,
and Sarah Elizabeth ThomaB designate this statement as a
"satisfaction of award" and hereby authorize and direct the Clerk
of OrphanB' Court to make satiBfied of record any award which may
Bubsequently be made by the Court with respect to the distribution
made to the distributee(s) in this Agreement.
6. The said Doris A. MorriBon, Betty K. Beigel, BeSB J. Thomas,
and Sarah Elizabeth Thomas acknowledge that this Family Settlement
Statement shall be filed with the Clerk of Orphans' Court in final
Bettlement of the estate of Doris W. Mead.
IN WITNESS WHEREOF, the said Doris A. Morrison, Betty K. Beigel,
BeBB J. Thomas, and Sarah Elizabeth Thomas, intending to be legally
bound hereby set their hands and seals the day and year first above
written.
WITNESS'
'..~.~... ~~--.
'SARAH ELIZABETH HOMAS
..~
~
~~
:\
~, '
:l
."
.,
WITNESS'
BESS~"'i~.
~
~",,.--...".
,;
W NESS'
])(P~ ~
BETTY K.
OlJd
,: j-
"
,,-I
','
;:~-~~,;J,.'!"-.':',U""'i~:,,";~:f..,:;-_.L...~,,,-....;.. .:-"-:;J:;.\,-...."'~!. ,:;,,:..L,l'.~"~:L~""'-.w-_
RocorL'
HCUi'hl
,I in of
';, .Jiils
'96
AGO -6 P3 :15
'<I
.Cler, ">,
,Cuml)",;,,",\)
Guurt
'",- O'A
i..."v.,- fl,
,
...' ,'.'
,
,.
"
.>
'f"
,
I
,
PETITION FOIt l)ltOBATE Ilnd GltANT 01; LETTEltS
No, _~- qS-~ II
To:
Eslale 01 DORIS W. MEAD
also known as
Register of Wills for the
Deceased, County of Cumberland in the
Social Sec'lfily No, 215-36-1843 Commonwealth of Pennsylvania
The petition of Ihe undersigned respectfully represents that:
Your petltloner(s), who Is/arc 18 years of age or older an the exeeul ril<
in the last wlll of the above decedent, dated April 7 ,
and eodlell(s) dated
named
, 19....2l..-
(IUlIe relevant clrclln151ancc:s, e.g. renunclallon. death or execulor, elc.)
County, Pennsylvania, with
Goo Avenue.Carlisle. PA
Deeendent~ then 90 years of age, died AUllUst 1 ,19 95
at 1921 ~terretts Goo Avenue. Carlisle. PA .
Except as follows, decedent did not marry, was not divorced and did not have 0 child born or adopted
after execution of the wlll offered for probate; was not the victim of a kllling and was never adjudicated
Incompetent:
Deeendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled In Pa,) Personal properly in Pennsylvania
(If not domiciled In Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
2,000.00
s
s
s
S 70,000.00
WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and eodlell(s)
presented herewilh and the grant of lellers testamentary
(It5Iamentary; admlnlmatlon c.I.a.; administration d.h.n.c.l.a.)
theron,
i
II
'11,,,
~'il
.....
-g'O
a
Iii
rMA'A/ a -~~A~~
t+'oris A. Morrison
1073 Harrisbur~ Pike
Carlisle. PA 17011
lOATH OF PERSONAL ItEPRESENTATIVE
COMMONWEALTH OJo'I'ENNSYLVANIA } 88
COUNTY OF CUMBERLAND
The petilloner(s) above-named swear(s) or amrm(s) that the slatements In the foregoing petillon are
true and correct to the best of the knowledge and belief of petilioner(s) and that os personal represen-
tatlve(s) of the above decedent petilloner(s) will well and t~UIY adml7iste~ the esta~e according to law,
Sworn to or amrmed nnd subscribed rt:J, J--'-<'-. Ii ~.c t'-,.~ ) '"
before me this r. L 0 d Y 0 ~'
;:
. (. ~
Rell/sler ~
No. 21 - 95 - 611
Estate of
DORIS W. MEAD
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 16. 19 95 . In consideration of the petition on
the reverse side hereof, salls factory proof having been presented before me,
IT IS DECREED that the Inslrument(s) dated April 7, 1993
described therein be admllled to probate and riled of record as the Isst will of nnrf R W MPR~
snd Letters Testamentsry
are hereby granted 10 Doris A. Morrison aka Doris Alice Morrison
FEES
Probate, Lellers, Elc, ......... $ 115. DO
Short Cerllncates( 7) .....,.... $ 21.00
~!)I'N~~~lon ................ $ 6, 00-
JCP $ 5 Be-
TOTAL _ $ 147:00
Flied .,.. ,~~!>,~~T, .1.~ 1, ) ~.~~,., . . . , ." , ,
7/f<o (! t:.~-::;.;JIJL DmrJtt;~.
MARY C. LEWIS
Christopher C. Houston, Esquire (036502)
ATTORNEY (Sup, CI, I,D. No,)
4 N. Hanover St.. Carlisle, PA 17013
ADDRESS
717 - 243-4574
PlIONE
(")(") :-'.,;P
c r;j ,,.-I
1 \JI ,-;
-
E::
l.~ '}
-
<::>
. ,
L.l .
,-,},- .:"
:t.~ .....
Called attorney on 8-16-95.
",
l
'.,
~ ..~
.
L L9 . 56 . LZ