HomeMy WebLinkAbout95-00647
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No. 21-95-647
Estate of
TlIELI1A B. SIHHONS
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW August 29 J9.2L.ln consideration or the petition on
the reverse side hereor. satlsractory proor having been presented berore me,
IT IS DECREED that the Instrument(s) dated Feb. 21, 1905 and June 5, 1991
described therein be admllled to probate and n1ed or record as the last will or
Thelma B. Simmons
Testamentarv
June S. Sims
and Lellers
are hereby granted to.
MARY C.
71/4 At! (d. J(d I~ cU A. am ()Ln Alct:u .
LEWIS Real.terorWIII. . 7/ (J
FEES
Probate, Lellers. Etc. ......... S 200.00
Short .Certlncates( )"..".". S 1 7 n n
Renunciation """"."."" S 5 . 00
CODICIL S 10.50
X.PAGES b.UU
JCP ~- S 5.60
Flied AUaUst"2'g; "1 !l'95" "$ ";/311; !i'0
J. Robert Stau1'1'er (06356)
A1TORNBY tSup. CI. 1.0. No.)
Market Square Bldg. .
}4eohaR1c&'b'W3.. pA 17n~s
ADDRESS
717-766-9673
PHONE
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MAILED ORDER AND LETTERS TO ATT:':<NlAUGUST
21..95..647
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LAST WILL AND TESTAMENT OF THELMA B. SIMMONS
I, THELMA B. SIMMONS, of the Township of Monroe,
County of Cumberland and State of Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare this my Last Will and Testament, hereby
revoking and making void all former Wills by me at any time
heretofore made.
1.
I direct the payment of all my just debts and
funeral expenses as soon after my decease as the same can
conv7niently be done.
2.
.1 give, devise and bequeath all the rest, residue
and remainder of my estate, real, personal and mixed, what-
soever and wheresoever the same may be situate, to my husband,
WILLIAM H. SIMMONS, his heirs and assigns, absolutely and
unconditionally.
3,
In the event that my husband, WILLIAM H. SIMMONS,
should predecease me, or should he die at about the same time
as I do, such as in an accident common to both of us, then in
such event, I give, devise and bequeath my entire estate, real,
personal and mixed, whatsoever and wheresoever the same may
be situated. to my two children and four grandchildren, to wit:
My daughters, JUNE S. SIMS and DORIS M. WEAVER: my grandson,
STEPHEN L. WEAVER, my granddaughter, KATHY L, SNYDER, my
granddaughter, KELLY S. SIMS, and my grandson, JEFFREY E. SIMS,
-1-
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,
CODICIL 'ro LAST ~IILJ, AND TESTAMENT
THELMA 8. SIMl10NS
I, THELMA B. SIM!10NS, of tho Borough of Shiremanstown,
County of Cumberland and State of Pennsylvania, being 01' sound
and disposing mind, momory nnd understanding, do make, publish
and declare this a Codioil to my Last Will and Testament.
1.
I give, deviee and bequeath all those certain three (3)
adjacent parcels of land, situate in Centre Township, Perry County,
Pennsylvania, located on the North side of Clouser Hollow Road,
whioh wae convoyed to me by the following three (3) Deeds, to wit,
(1) Deed of Emma M. Clouser, dated May 29, 1954 and recol'ded in
the Perry County Reoorder's Office in Deed Book Volume 149, Page 36;
(2) Deed of Emma M. Clouser dated Ootober I, 1957 and reoorded in
the Perry County Reoorder's Offioe in Deed Book Volume 154, Page 577;
and (3) Deed of William J. Good and wife, datod February 1, 1958
and reoorded in the Perry County Reoorder's Office in Doed Book
Volume 156, Page 247, to my four (l~) Brllndohildren, to wit, my
grandson, STEPHEN L. WEAVER, my granddaughter, KATHY LEE SlITDER,
my granddaughter, KELLY S. SIMS, and my grandson, JEFF~EY E. SIMS,
as Joint Tenants with the Right of Survivorship, and not as tenants
in common.
2.
I hereby ratify and confirm my Last Will and Tostament in
-1-
.. '.
all other respoots and to all intents and purposos not
inoonsistent herewith.
INWITNE5S WHEREOF, I hove hereunto set my hand and
seal this 5th day of June, A. D., 1991.
:J~ p.. )..v~--
Thelma B. Simmons
(SEAL)
Signed, sealed, published and deolared by the above named,
TRELMAB. SIMMONS, as end for a Codioil to her Last Will and
- - -- - -
Testament,tn the prosenoe of us, who have subsoribed our names
hereto as witnesses, at the requost of said testatrix. in her
presenoe And in the presenoe of each other.
~m
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21 - 95 - 647
RENUNCIATION
In Re Estate or
Thelma B. Simmons
deceased.
To the Register or Wills or
Oumberland
County. Pennsylvania.
The undersigned
Doris M. Heave:!'. an Exeoutrix named in the Will or
the above decedent. hereby renounce(s) the right to administer the estate and respectrully ask(s) that Lellers
Testamentary
be Issued to
June S. Sims
WITNESS
my
hand this ..(3
dayor August
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REV-1547 EX AFP 112-95*
CDtttOtM:ALTH Of PENNSYLVANIA
OE:PARTHEHT Of' REVfHUE
IUAfAU OF INDIVIDUAL TAMEI
DEP'. 21"01
HARRIIIURG, PA 111zl.0601
NOTICE Of INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLDWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
ACN 101
DATE 04-08-96
FILE NO.
DATE OF DIlATH 07-20-95 COUNTY CUMBERLAND
HOTEl TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUIHIT THE UPPER PORTION Of THIS fORN WITH YOUR TAX
PAYHENT TO THE REGISTER Of WILLS. HAXE CHECK PAYABLE TO "REGISTER Of WILLS, AGENT"
REMIT PAYMENT TO:
J ROBERT STAUFFER ATTY
MARKET SQUARE BLDG
MECHANICS BURG PA 17055
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
Mount R..Uted
CUT ALONG THIS LINE . RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEii=isW-ix"itFii-mi=9SY"iioi"ici--ciF-i-NHiifii'ANCi"i"AX"A-pjiRA'iiiiifEii'r;-ALi.-ciwANCi-oli'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SIMMONS THElMA B FILE MO. 21 95-0647 ACN 101 DATE 04-08-96
TAX ~ETURH WAS I (X I ACCePTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l E.t.t. tSchodul. AI III
2. Stock. _ Bond. ISchedul. BI (21
S. Clo..ly Hold Stock/P.rtnorohlp Int.r..t (Schodul. CI (51
4. KartgagealNot.. Receivable (Schedula OJ (4)
5. Cash/Bank o.poaUa'Hlao. P.r.onal Property (Schedula E) CS)
6. Jointly Owned Prop.rty (Schodul. fl (61
7. fran.fa,.a (Schedule QJ (7)
e. Total A...t.
I CHANGED
18,000.00
.00
,00
.00
85 ,124 ,43
14,276,63
.00
(81
117 .401. 06
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 8,570.64
9. Funeral EMpan.../AdIl. Co. a'"hc. b:pan... eSchedul. HJ (9)
10. D.bh/Hortg.g. LlobllIU../Ll.... (Sch.dul. II \lal 3.750.31
11. Tot.l Doductlon. (Ill
12. Net Value of rax R.turn C 12)
13. Char-liebl./OGv.,.""."t.1 Bequa.t. (Schedule J) (15)
14, Hot V.lue of Eot.t. Sub.l..t to T.. 1141
NOTE I If an a.....mant was 1..ued praviou.1Y, line. 14, 15 and/or 16, 17 end 18 will
raflect f1gura. that 1nclud. tha total of abb ra~urn. a..a..ad to date.
ASSESSMENT OF TAXI
15. AHunt of Line 14 .t Spou..l rat. (15)
1'. AHunt of Lin. 14 t.xable .t Lin..l/Cl... A rat. (16)
17. Aaount of Line 14 t.xabl. .t Coll.t.ral/Cl... I r.t. (17)
18. Principal Tax Due
1?3,n QIji
105.080,11
,00
105.080,11
.00 X,OO.
105.080.11 X,06.
,00 X.15.
1111
,00
6.304.81
.00
6.304.81
TAX CREDITS I
PAVHENT
DATE
10-10-95
12-08-95
RECEIPT
NUHlER
AA082211
AA082385
DISCIllMT 1+1
INTEREST (-I
263.16
.00
A1tOUNT PAID
5.000.00
1.054.81
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
6,317.97
13.16CR
.00
13.16CR
. If PAID AfTER DATE INDIeATED. SEE REVERSE
fDR CALCULATION Df ADDITIONAL INTEREST.
If TDTAL 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
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RtURYATJOHI f..at.. of Idee""" dying on .r be'or. DecaIIber U. 1... .- " MY future Inhn.t In the ....t. .. t,....,..,ed
In po.....lon or enJo~t to el... . (collat.,al' -.n.'..larl.. 0' ~ decedent .ft.,. the .xplratlon ., ~ I...t. 'or
11'. or for v..rs, the C~.lth heruv ..pr..,.. .....,.".. the right to ......h. Ilnd ...... tn"aI... 1,.,.,.1t~. T....
.t the l.wful el... a (coll,t.ral' rat. on env .uch future lnt~.t.
_OF
NOnCE. fa fulfill the ,...,Irlunt. of Section 114D of U. Inherlt8nce .. E.t.t. Tax Act, Act U ., 1"1. 7Z P.I.
SMUon nUt
PAYJtDf1'1 o.tllCh the top portion of thl. HoUe. Ilnd ,lbi.t ..IU. ,.". ...,...t to the Reghhr of Wills prlntMl on U. reven. l1de.
-."IIk. check or HMV orcle;,. PIVN.' tal REOII'I'ER OF MILLS, AG'EMT
AU PIYI*ItI rec:.lvH ....U flrst bII .,l1ed to MV 1"I.r..t which ..,. bII dull ..lth ..... ,....lneN,. .,.11. to the tax.
RU\HJ ICR)I A ,..,uncI of . tl. credit, which .... not ,.equelt... on the Tax "turn, ... be r..,e.teel bv cCMlPI.tlna M "WUClltlon
for Aefund of P~.vlv~l. I~rlt~. ~ E.t.t. ,.." (AtV-I)I)). ApplIcatIon. er. ev.II~I. .t tha O"lc.
of tha A..llt.r of Will., envof the Z) Aevenue DI.trlct Offlca.. or bV calling the apacl.1 Z4-hour
an.warlng ..rvlc.-nu-bar. for for.. ord.rlngl In Penn'Vlvanla 1-'II-56Z-Z050. out.lda Penn.ylvenl. ~
within local Harrtabur. ar.. (717) 717.1094, TDDI (717) 77z-tzSZ (~rlng l.,elred Onlv).
DUCTlONSI Any p.rly In Int.r..t not ..thfled with tha ..relsMant, .UOtfenc. Dr dl..UOdnC. of HduClUDft., ar ......__t
of ta. (Including dllC~t or Int.rut) .. shaIln on thll Notlc. .,1\ abJHt within ...tv (60) dlV' af ,...1I't of
this Notlc. bYI
.....rltten prota.t to tha PA D.,.rt.."t of A........, Ioard of ......11, o.ttt. 2IlOU, Harrlsbur., PA 17UI-tlll, OR
....Ieotlon to have tt. ..Uar dlt.r.lned at audit .t \hi KCOUnt 0' tha personal rllPr...,..taUv., OR
--~I to tha Orphan.' Court.
ADMIN
IITAATJVE
CORM:CTJOHII
INTEREST I
faotual .rror. dl.cov.rad on thl. ......eent ~Id be addr...ed In writing tal PA o.,.rteent 0' A.venue.
lur.., of Indlvlduel T...., A"NI Po.t A.....Hf'lt ...1... &.hIt. o.ttt. ZID6Di, It.rrllbur" PA 171"-0611
Phone (111) 117-6505. S.. paga ) of tt. bookl.t "In.truollon. far Inherlt~. T.. R.turn for. A..ldant
Decadent" (REV-ISOI) for an ..planatlon of ~lnl.tr.tlv.IV correctabl. .rror..
If any t.. du. I. p.ld within thr.. IS) calendar ~th. aftar the ~t.. de.th. . 'Iv. p.rc.,..t (5X) dlacount 0'
~ tax p.ld ,. .llowed.
Int.r..t I. c~rpd Mglnnlna ..lth flr.t d8y 0' dlIlInquMCl)', or "I,. (9) ..,th. .-MS ana II) dlV 'r,. tI'M dIIt. of
death. to the data a' p'veant. ,.... which bee-. .11"..,t be,or. .....ry I, I9IZ her Int.,lIt at U. r.t. a'
.1. (6X) percent par ...-.-,c.lcul.tad .t a dalh rat. a' .atl'64. All t.... which bee.. delJnquent an and .ft.r
Januarv I, .91Z wll' baar Int.r..t at . rat. which will vary 'roe cal~r y..r to c.landar v..r with ~t r.t.
announcad by the PA Gap.rtsent 0' Aevenue. The appllcabla Intere.t rat.. for 191Z through I'" .r'l
OISCCUfll
~ Int.r..t A.t. D.lly Int.r..t 'Htor !!!! Inter..t A.t. D.lly Int.r..t 'ector
1911 lOX .000541 1917 OJ .001147
1915 lOX .000411 I'U-I"I llX .0ODSOI
".. IIX .00nOl I"' OJ .aOlZ47
I9IS ISX .aODSM 1"'.1.... 7X .0OGltz
".. lOX .000114 1"'-1'" 'X .000Z47
--Inter..t I. c.lcul.ted .. 'ollowlI
IIlTEIlEST . IALAHCE OF TAX UNPAID X IfVIIIlER OF DAYI DELINQUENT X DAILY IIlTEIIEST FACTOR
--Anv NoUc. ll1uad aft.r tM t.. HCOM' dall".,.,t ..Ill nll"t __ Int.r..t calculeUon to flft.en (5) dIIy.
bevond t~ d.t. 0' the ......-.nt. If P'W88nt I_ -.da .'tar the Int.r..t coaput.tlon d.t. ahown on ~
NoUc., edeUtlon.. lnt.r..t .u.t be calculated.
~
III TilE counT Ol~ COlllION PLEAS OF CUlIDERLAIID COUNTY, PEIIlISYLVANIA.
199!)-00647 ORPHANS' COURT.
FIRST AND FIlIAL ACCOUIlT OF JUNE S. sum, EXECUTRIX 01~ TIlE r.AST HILL
AIID TES'l'AHEIl'l' Ol~ 'l'IlELHA D. S IHIIO liS , LA'l'm OF TIlE TOVlIISllIP OF 1l0llTlI
HIDDLETOll. COUll'rY OF CU1,umnLAllD AIID S'l'ATE OF PENIlSYLVAIlIA, DECEASED.
Date 01' Death: July 20, 1995.
Dates 01' Advertisement 01' Letters Testamentary:
In the Cumberlnnd Law Journal: Ootober 6, 13 and 20, 1995.
In The Sentinel: Ootober 3, 10 and 17, 1995.
PllINCIPAL ACCOUNT
Debits
Aooountant oharges hersel1' with the 1'ollowing prinoipal
assets and reoeipts of deoedent's eotate, oonoisting
01' real estate and pel'80nalty as follolfS, to wit:
1995
7/20
7/20
7/20
7/20
7/20
7/20
ALL THOSE CEllTAIN three (3) paroels 01' land
situate in Centre Township, Perry County
Pennsylvania as desoribed in Deed of conveyanoe
dated Hay 29, 1954 and reoorded in the Perry
County neoorder's 01'fioe in Deed Book VolUlne
No. 1~9, Page 36; Deed of oonveyanoe dated
Oetober 1, 1957 and reoorded in the Perry
County Reoovder's 01'fioe in Deod Book Volume
No. 1$4, Page 5771 and Deed 01' conveyanoe
dated February 1, 1958 and reoorded in the
Perry County neoorder's Office in Deed Book
Volume 1/0. 156, Page 247. $
First Federal 01' Harrisburg, Passbook Savings
Aooount No. 0001146124.
First Federal 01' HarriBburg, Certifioate 01'
Deposit No. 0815154634.
First Federal 01' Harrisburg, Certi1'ioate 01'
Deposit No. 0866152593.
Dauphin Deposit Bank and Trust Compan:l,
Cert11'ioate 01' Depooit No. 8100220581,
registered in the names 01' Thelma D.
Simmons and June S. Sims.
PNC Bank, ll. A., Cheoking Aooount No. 51-
40050557, registered in the names 01' Thelma
B. Si~nons and June S. Sims.
-1-
18,000.00
13,175.23
n,172.57
56,500.92
20,850.00
7,1.47.96
!222
0/15
9/13
10/10
11/28
PRINOIPAL ACOOUNT
Dobits
Ohuroh 01' God Home, Oarlisle, Pennsylvania,
re1'und of oharges for oare and maintenanoe. $
Pennsylvania Blue Oross!Bluo Shield, refund
1'or medioal expense oharges.
Prudential Insuranoe Oompany 01' Amerioa, pro-
oeeds 01' Life Insuranoe Policies Nos. 503204954
and !f.9l305349.
Stephan L. \~eaver, prooeeds 01' Aooount 110. 100-
0196058011136 with York Federal Savings and
Loan Assooiation, registered in the name 01'
Stephen L. Weaver.
TOTAL PRIUOIPAL ASSETS AIID RECEIPl'S
$
PRINOIPAL ACOOUNT
Credits
Aooountant aslts oredi t for the 1'ollowing amounts paid
out 01' prinoipal in the administration and settlenent
01' deoedent's estate, to wit:
12.22
7/20
7/20
7/22
7/25
7/25
7/28
6/9
8/16
6/29
9/26
9/26
9/29
10/14
11/14-
11/29
Churoh 01' God Home, Oarlisle, PIl., oheok issued
7/17/95 1'or room, board and oare and outstand-
against oheoking acoount No. 51l~0050557 on
7/20/95, deoedent's date of death.
Pease Pharmaoy, Ilooount due for medioations.
Stephenson's Flowers, funeral spray.
Rol1inB Green Memorial Cemetery, opening and
olosing grave.
Reverend Floyd Carlen, oonduoting 1'uneral servioe.
Mary J. Clouser, Tax Oolleotor, 1995 Sohool real
estate tax on Perry Oounty property.
Belvedere Modioal Oorporation, mediolll servioes.
Oarlisle Hospital, Hospital bill.
Register 01' Wills 01' Cumberland Oounty, Letters
Testamentary.
Cumberland Law Journal, Estate Notioe.
Musselman Funeral Home, 1'uneral expenses.
Register 01' Wills, Agent, payment on aooount
01' P6nnsylvania Inheritanoe Tax.
Carlisle Hospital, due on misoel1aneous oharges.
The Sentinel, Estate Uotioe.
Fred E. Morrow, New Bloomfield, appraising
Perry Oounty real estate.
$
-2-
3,944.00
16.44
1,725.60
1,411.64
134,032.56
3,226.6~
166:Z5
670.00
50.00
~4.37
1 .5.51
2.10
2,36.50
40.00
4,870.00
5,000.00
6.11
62.12
175.00
i
I.
.1222
12/5
12/5
1996
1/9
2/3
3/18
4/17
4/17
4/17
PflIlIOIPAL ACCUUll'r
Cl'edits
ReGister 01' \'11.11s, fil1.n~ Inventory and
Pennsylvania Inheritanoe 'rax Return. *
Re/!,istor 01' v1111s, Agent, payment 01' balanoe
due on Pennsylvwlia lnheritanoe Tax.
RvlC Emergenoy Physioians, medioal servioes.
Therapy Oare, Ino., medioal therapy servioe.
Hary J. 010user, Tax Oolleotor, 1996 Oounty and
Township Taxes on Perry Oounty real estate.
Oumberland Oounty Register 01' Wills, Oertified
oopy 01' payment 01' Inheritanoe Tax on Perry
Oounty real estate.
Perry Oounty Register 01' Wills, 1'iling Certified
oopy 01' Last Will and Testament and Oerti1'ioa-
tion 01' payment 01' Inheritanoe Tax on Perry
Oounty real estate.
Perry Oounty Reoorder 01' Deeds, reoording Deed
from June S. Sims, Exeoutrix, grantor, to
Stephen L. Weaver, Kathy Lee Snyder, Kelly S.
Sims and Jef1'rey E. Sims, grantees, per
devise in Last \iil1 and 'resta1llent.
ATS Hedioal Servioe, mobile X-ray servioes.
J. Robert Stau1'1'er, Esq., attorney's fee.
Oash, reserved to 1'inal settlement, inoluding
preparation of Final Fiduoiary Inoome Tax
Returns and oontingenoies.
Oumberland County Register of Wills, filing
Aooount.
TOTAL PflINOIPATJ EXPENDITUHES...........................$
INCOJ1E ACCOUNT
Debits
Aooountant oharges hersel1' with the 1'o110wing items 01'
Inoome reoeived, to wit:
.1222
8/8
9/6
PNO Bank, N. A., interest on Oheok1ng Aooount
No. 51 400505$7.
PUO Bank, ll. A., interest on Oheolcing Aooount
No. 51 40050557.
-3-
25.00
l,051~.81
10.00
210.00
20.85
6.00
36.00
14.00
293.00
2,900.00
400.00
110.00
19,078.61
$
10.73
'4.15
INOOHE MOOUIIT
Oredito
Aooountant asks Oredit 1'or the 1'o11owing items
oharged against Inoome, to wit:
ll22
None
$
0.00
1996
None
0.00
-
$
~
-
SUHMARY
-------
Prinoipal Aooount
Debi ts
Oredits
$ 134,032.$6
19,878.61
114,153.95
Inoome Aooount
Debits
Oredits
2,925.01
0.00
2,925.01
$ 117,078.96
-5-
In TIlE COURT OF COl1HON PLRA8 OF CmD3EnT"Alill COU N'l'Y , PEIINSYLVAtlIA.
1995-00647. ORPHANS' COURT.
III RE: ESTATE OF THELI1A B. SIHl-IOIIS, LATE OF TIlE TO~INSHIP OF nORTH
HIDDLETON. COUJITY OF CUJ.lDI~nrJAIID AIID STATE Ol~ PElIIlSYLVAIIIA. DECEASED.
SOHEDULE OF PROPOSED DISTRIDUTIOll
Suggestion is made, that the balanoe in hands of Aooountant
1'or Distribution, to Hit, the SUlII of $117,078.96, be made partly in
KIND and pal.tly in CASH to deeedent's two (2) ehildren and 1'our (4)
grandohildren, per itenl "3." of deoedent's Last Will and Testament
and item "1." of deoedent'o Codioil to said Will, it is noted that
WILLIAM H. SnmONS, decedent's husband predeceased her, having died
on August 20, 1909, and therefore Distribution is proposed as 1'o110ws:
In KIlill, to deoedent's four (4) grandohildren,
to ldt, STEPHEN L. \'IEAVER, KATHY LEE SNYDER,
KELLY S. SHIS and JEFffiEY E. SIBS, ALL THOSE
,CERTAIN three (3) paroelo 01' land situate in
Centre Township, pel'ry Oounty, Pennsylvania,
title to whloh lms vested in deoedent by Deed
dated May 29, 1954 and reoorded in the Perry
County Reoorder' s Of1'ioe in Deed Dook llo. 149,
Page 36; Deed dated Ootober 1, 1957 and re-
oorded in the Perry County Reoorder's 01'1'ioe
in Deed Book 110. 154, Page 577; and Deed dated
February 1, 1950 nnd reoorded in the Perry
County Reoorder' s Offioe in Deed Boolt 110. 156,
Page 247, per item "1." of the Oodioil.
In CASH, to JUNE S. SIHS, advanoe payment
01' Deoember 15, 1995.
In CASH, to JUNE S. STI1S, balance of her net
Distributive share 01' Estate. ..
In CASH, to DORIS M. HEAVIID, advanoe payment
01' Deoember 15, 1995.
In CASH, to DORIS H. \-lEAVER, balanoe 01' her net
Distributive share 01' Estate.
In CASH, to STE~IEN L. WEAVER, advanoe payment
01' Deoember 15, 1995.
In CASH, to STEPllEN L. WEAVER, balanoe 01' his
net Distributive share of Estate.
In CASH, to KATHY L. SI/YDER, advanoe payment of
Deoember 15, 1995.
In CASH, to KATHY L. SNYDER, balanoe 01' her net
Distributive share of Estate.
-6-
$ 10,000.00
12,000.00
4,513.00
12,000.00
4,513.00
12,000.00
4,512.99
12,000.00
4,512.99
80llEDULE OF PROPOSED DISTRIBUTION
In OASH, to KELLY S. SIMS, advanoe payment 01'
. Deoember 1" 1995.
In OASH, to KELLY S. PIMS, balanoe 01' her net
Distributive share of Estate.
In OASH, to JEFFREY E. SIMS, advanoe payment 01'
.. Deoember 15, 1995.
InOA8H,to JEFFREY E. SIMS, balanoe 01' his net
Distributive share of Estate.
$
12,000.00
4,512.99
12,000.00
4.512.99
$ 117,076.96
"
~
CERTIFICATION OF NOTICE UNDER RULE 5.6Ia)
Name of Decedent:
TIELI1A B. smr:OHS
Date of Death:
July 20. 1995
Will No.
1995-00647
Admin. No.
To the Registers
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-captioned estate on
:
~
Address
J 0 S Sims 10 E. Green St. Shiremanstown, PA 17011
Doris ~I. \'leaver, RR2 Box 030, Ilew Bloomfield, PA 170
Stephen r.. HenveI'. 1i2t; Greens rin s Road n. D. 5 York, 17402
Xathy L. Snyder, 360 North Hiddleton Road, Carlisle, PA
Kelly S. Sims Heaver. Box 19h. lln1ifllX. PA 17032
Jeffrey E. Sims, 151~ Cool Creole HanoI' Drive, \olrightsvil1o, PA 1736tl
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except Nono
Datel
9/;' 1/9.1)
Lv J J;'~)
~gnature
Name June S. Sims
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Address '310 E. Green St.
Shiremanstown, PA 17000
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Telephone 171 " 7'37-4266
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Personal Representative
Counsel for personal
representative
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J rOR OAI., or DJA1tt AnlR 12/31/" CItICK HIAI
INHERITANCE TAX RETURN ~O~mn:~DIIISCLAIMID LJ
RESIDENT DECEDENT iiiiliui.iiiiii ;~l-'J!.i:O('li'7-:;tuto-
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS) . COUNIY COUEY}')!} YEAR006Lh'[ NUMBER
urClUfUI" lOMPI.II AvoUU
011111'oh UI' Gou HOlllo. 001 II Ill' I; 11
I[unovor tlt., Uarli/Jlo, PA 17013
c,,", Uumherlund
AMOUNT JlClIVIDjUlltUIIlUCll0H51
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v .),~
jD
II(V.UOO IX + l' Q1." --
l!!
..:58
!lli9
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Bli'
o AD. future Inl."t! Comploml.e
(for dol.. of death alt., 12.12.82)
Oecedent Died Te,'all 0 7. DIU dent Maintained allying TruI'
(Allach copy 01 Will) (Alhlth copy of Trulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOt' '
t4 M (OM'UI( MAlliN APDIlE'
A I; I;y. Jim' Ire I; Squaro BldG.
IlochanicoburG, PA 170!)5
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COMMOt~W[AlI" or ,ftHUYlVANIA
OIPARIM[Nt or IUVUWI
om ,"0601
IlARRIUURO, PI. 11 2'8.0601
DIUPlHI'S NAMIIIAli. 'IUI. AND M'DOlf lIilli..ii
SIlD.IOllS, 'l'1101111U 13.
SOCIAL uculun "UMIU ]OiiiOTllfA1tt JOAU Of Inii..
102-22-7222 7/20/95 6/)0/00
III ,..."IC..t".UI11Y..ro "ou... H4t,t, ".'1, Ilii! .IlD~.\1 iOCIAfii(URllf "UMlf.
03.
05,
CLo,
R.malnd.r Rlturn
(lor doll' 01 d.a'h prior 10 12.13,02)
Fed.ral Eliot. Taa R.lu,n R.qulred
Total Numb.r of Safe Depolll BOUI
I1/A
~ I. Original R.IUln
o A. lImllld E.tot.
j,'g 6.
LJ 2. SupplDmonlol R.lurn
',-'I
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co
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n,nn
0.00
0.00
05,124.43
1I~, 276 .6)
0...0.0_
0.570.64
),750.)1
(01 117,401.06
(11) 12,320.95
(121 105,000.11
(131 0.00
14 105,080.11
x,_- 0.00
K ,06 - 6. 301~.01
M ,15 . 0.00
(IB) 6,301~.01
(19) 5,250.00
(201 0.00
(211 1,051~.01
(2IA) 0.00
(2IB) 1.0'54.01
.;,'l1:~...'.,." :';BlSURI'TOANSWIR ALl; QUISTIONS ON'RIVIRSI SIDI AND,TORICHICK ATH.~, 'I ~ il"lr),l;
Un Ir p.nahl.. 0 plllury, I declar. Ihat I 0.... .xamln.d Ihll relurn, Including accompanying .ch.dul'l and 'Iallmenll, and 10 the b.,. of my .nowledg. and blll.f,
It II tru., (orflcl and compllle. I d.c1are Ihal nil real '1lole hal bun r.porlla at hue marltlt valu.. Declaration of prepor., ather Ihan Ih. perlonal repre..ntatl.... It
balld on alllnformollon of whIch rl orer hal an knowlldgl.
I ,UUO"USO'Uf ON 1m, UtLl~~OIUlURN AODRUl310 Eunt Urean St. DAII ~.... /
Y>1A) Shil'ol1luno t0l111. PA 17011 /;J..? <1 S-
· ""NIAlIV' ADOI"'llurlrot Squuro BldG' DAII' "
, , FA 1705~ /.2/-;;19;;-
I. R.al E'lo,.(Sch.d.l. A) ( I 1
2, S'oc" and Bond. (Sch.d.l. BI (21
3, Clo..ly H.ld Slock/Porln.nhlp Inl.",,(Schod.l. q (3)
~, Morlgao.. ond No'" R."I.obl. (Sch.d.l. DI (~ )
5. Calh, Bonk Oepollll & Mltcellanloul Penonal Prop'lly IS)
(Sch.d.l. E)
6, Jolnlly Own.d Prop.rly (Sch.d.l. FI
7, 1ran".n(Sch.dul. GI (Sch.d.I.l)
8. Tolal Gron An," Ilolollln.. 1.71
9. Funeral hpln..., AdmlnlltroU.... COlli, Mlleelloneoul
Expenlll (Schedule HI
10. O.b". Morloog. Uoblllll... lI.n. (Sch.d.l. I)
11, 10'01 D.duc,lon.('.loIUn.. 9 & 10)
12. N.t Volul of E.tate (lIn. 8 mlnu. Une 11)
13. Charltabll and Go...ernmenlal Sequllh ISchedul1 J)
lA, Nit Valul Sub ectlo TaK Une 12 mlnulUne 13
15. Spoulal Tronlfen (for datil of d.alh ofler 6.30.9A1
Se. Inllfucllanl fa, Ar,pllcoblt Perunlog. on R....er.. PSI
Sid., (Incl.d. vol... rom Sch.d.l. K or Sch.d.l. M.)
16, Amounl of lIn. lA taKobl1 01 6% roll
(In dude ...olu.. from Schedul. K or Sch.dule M,I
17. Amaunl of lIn. IAloKable 01 15% role
l'ndud. vDI... from Sth.dul. K or Sch.d.l. M,I
19, Prlnclpoll.. du.(Add 10' from lIn.. 15. 16 ond 17,)
19. Credit 1 Spoulol Poverty Credit Prior Palmenll Ollcounl Inllrl.1
0.00 + ~. 000. 00+ 2~0. 00 _ 0.00
20, If lIn. 19 II gr.o,..lhon lIn. 10, .nl..,h. dlll...n" on lIn. 20, Thl. I. ,h. OVERPAYMINT,
t:ilD
21. If lIn. 181t grealer than line 19, .nler Ihe dlff"enc. on line 21. Thlt I. the TAX DUI.
A. Enl.r the Inl.r... on the bolanc. due on line 21A.
B, En,..lho 10'01 of Un. 21 and 21A on lIn. 218, 1101. II II.. BALANCE DUE.
Moh Check Payabl. '01 R.gllt" of Will., Agln'
(61
(71.
(91
(10)
0.00
(161
105,080.11
0,00
(171
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CllI.."dt IWI" If you litO wIlU/.\lhHI n 'tlfuntl uf your OYI'IIIUyItlCIII.
'.
Act '48 of 1994 provIdes for the reduction of the tax rates Imposed on the net value of transfers to or for
the use of the spouse, The rat.. as preserlbed by the statute will be.
e 3% (,03) will be applleable for estates of deeedents dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applleable for estates of docedents dying on or alter 1/1/96 and before 1/1/97
e 1% (.01) will be applicable far estates of deeedents dying on or after 1/1/97 and before 1/1/98
e Spousal transfers oecurrlng on or after 1/1/98 will be exempt from Inherltanee tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK kIlN THE APPROPRIATE BLOCKS.
YES NO
1. Old deced.nt make a transl.r and:
o. retain the Ule or Income of the property transferred, .......................................................
b, r.laln thO) right to d.slgnol. who shall uso th. proporty tronslerrod or Its Incom., ...............
c. relaln a reversionary Interost; or ...................................................................................
d. r.c.lv. tho promls. lor III. 01 .Ithor paym.nts, b.n.llts or cor.' ..........,..,...........,............,
2. II d.ath occurred an or belore D.cember 12. 1982, did d.c.dent wllhln two y.ars preceding
dealh tronsler property wllhout receiving adequale consideration' II death occurr.d alt.r
D.c.mber 12, 1982, did decedent transler proparty wllhln an. yoar 01 dealh wllhout r.c.lvlng
adequate consideration' ...oo to... ..................... II................. ... to................ .................... ....,.,.
3. Old decedent own an 'In trust lor' bonk occounl at his or her d.ath'...............,............,.........
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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LAST WILL AlIll nSl'i\M1:NT ot' 1'm:UIA 8. SlHMONS
1, 1'IIELMA 8, SlMHONS, of tho Townlhip of t1onroe,
County of cumborlenll anll Stnto of Fonnlylvnnia, baing of
sounll anll lIiBl'osinll minll. memory onll unllentnndtng, do meko,
publiBh anll doclnto thil my Lnlt Will nnd TeltRlllont, hereby
rovoking end making voill all former Willo by me at any tima
heretoforo malle.
1.
1 direct the payment of all my jUlt debts and
funeral expenses 88 soon after my decease a8 the same can
conveniently bo dono.
2.
1 give, devilo and bequoath ell tho relt, residuo
and romoindor 0; my oltatO. roal. porlonal and mixed, whet-
.oovor and whore.oover the lamo may bo .ituato, to my hu.band.
WILLli\M II. SUIHOllS, hi. hoin and oo.ign., ab.olutoly and
unconditionally,
3.
In tho ovont that my hu.band, WILLIi\M II. SItlHONS.
.hould predocea.o 100, or should ha dio at about tho .RIIIO timo
a. 1 110, .uch as in an occident cOllllllon to both of u.. thon in
.uch ovont, 1 givo, dovi.e and baqueath my entire estato, roal,
I.ur.onol snll mboll, whotsoevor and whore.oevor tho aamo may
bo situatell, to my two ehildron and four grandehildron, to wit.
My daughtors. JUNE S. SIMS and DORIS M. WEAVER. my grandson.
ST&PII1:N L. WI;AVIiR, my grandllaughtor, KATHY L, SNYDER, my
gnndllaughtur, KIiLLY S. SIMS, and my grandson, JEFFREY E. SIMS,
-1-
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sharo an~ share aUke, per stlrpes,
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LASTLY, 1 nomina to . constitute an~ appolnt my husband,
W1LL1MIII, SUU'IOHS, l:.xocutor of this, my Last Wlll and Tastamont,
an~ 111 the ovont thnt my sa1~ husb.nd should predeceaao ms, or
shoul~ ho bo unablo to sorve In such c.paclty for any reasen, thon
1n Buch avent:. I nominate, constituto nnu appoint my daughtors,
tho aforesnl~ JUNE S. SUtS and DORIS H. WEAVER, to be the Co-
I;xocutr1cea of this my Lnst Will on~ Testament In hls placo and
stea~.
IN WlTNESS WIIEREOF. 1 havo hereunto set my hand
and senl thls 2/.sr ~ay of I'ebruary, A. D.. 1985.
.:1),t1,1~ n. ~~ (SEAL)
\~elma B. Simmons
Slgne~. seale~, publiahed and declared by ths ebove
named TIIELMA 8. SlHNONS, as and for hor Last Wlll and Testament,
In the presence of us, who, at her request and ln her prea.nce,
and in the prosence of us. who, at her request and in her presence I
and in tho presence of each othar. have hereunto subscribed our
namea OB witnesses.
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CODICIL 'ro LAST VIlLI, AND TES'PAMgNT
'PIIE:LMA B. SIMHONS
I, TlmLMA R. SUlloIONS I of till:' ROl'ollgh of Shiremanstown,
County of Cumberlnnrl nnd State of Ponnsylvanl.n, being 01' sound
nnd dlspostng mind, memory fino undorstanding, do make, publish
and declare this n Codictl to my Last Will and Testament.
1.
I Rivo, devise and bequeath all those certain three (3)
adjacent parcols of land, situato in Contro Townahip, Perry County,
Pennsylvania, locatod on the North side of Clouser Hollow Hoed,
which was convoyod to me by the following three (3) Deeds, to wit,
(1) Deed of I~nuna M. Clouser, dll ted May 29, 1954 and recol'ded in
the Perry County Rocorder' 9 Offioe in Doed Book Volume 149, Page 36;
(2) Deed of Emma M. Clousor dated October 1, 1957 and recorded in
the Forry County Reoorder' 9 Offioe in Deed Book Volume 151~, PaBo 577;
and (3) Dsod of Willinm J. Good and wifa, dated Februnry 1, 195U
and reoorded in tho Perry County !looordorlo Offioo in Doed Book
Volumc 15(" Par.;e 21~7, to my fOllr (II.) r.;rnndchildren, to wit, my
r.;rnndson, S'rF:PIl8l1 I" ~mAVER, my granddaughter, KA'l'HY LEE SNYDER,
my granddauRhter, lmLT,y S. SINS, and my grondson, JEI<'li'REY E. SIHS,
as Joint Tenants with the Right of Survivorship, and not as tenants
in 0 onlmon .
2.
I horeby ratify nnd confirm my Last \oflll and Tostnmont in
-1-
~
nll othor respoots Dnd to nll Intonte nnd purpoDos not
Inoonsistont hnrowith.
III ~IITNr~SS ~1II(mEOF', I hnvo hot'eunto so t my hund nnd
seal th1n 5th day of Juno, A. n., 1991.
" I VY"I...e-
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'rhell1la 13. Simmons
( SEAr.)
Signed, senled, published nnd declnred by the nbove nnmed,
TlmT.MA B. SIl1MONS, as and for n Codioil to her Last Will and
Tontnmont, in tho pT'osenoe of \18, who havo subsoribed our numos
hereto ao witnessos, nt tho roquont of said teotDtrix, in her
presenoe And In tho preBenoo of oooh other.
r .
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-2-
APPRAISAL OF PROPERTY
CIlNTRE TOWNSHIP, PERRY COUNTY, PENNSYLVANIA
OWNER
. THELMA B. SIMMONS ESTATE
EFFECTIVE OATE OF APPRAISAL
JULY 20, 1995
PURPOSE
.ESTATE TAX
APPRAISEO BY:
FREO E. MORROW
REAL ESTATE BROKER
PENNA. LICENSE #28420
S. CARLISLE STREET
NEW BLOOMFIELO, PA. 17068
I hereby certify that I have parsonally axnminad the
properties appraIsed/ that tha statements contained in those
appraisals and upon which the conclusIons are expressed herein are
true and correct to the bost of my knowledge and belief, subject
to the limiting conditions herein set forth/ these appraisals are
contingent upon fully responsIble ownership and competent
management and upon the princIpals having adequate capital and
reserve funds avaIlable to properly conclude any transaotion.
Unless noted otherwise, the fea simple interest in the
properties is appraIsed, the legal descriptions provided for the
appraisals are assumed to be correct.
Any drawings, etc. submitted with the reports are provided to
assist the reader in visualizing the property. 'l'he data provided
by others is considered to be rel.i.able, but of course no warranty
may be made.
The appraiser is not required to appear or testify in court
by reasons of these appraisalS, unless arrangements are made
otherwise. 'l'he appraised values are the conclusIon of the
appraiser and involves en interpretation of data and beliefs based
on the cbserved situation at the tIme.
Locotion:
Subject ie locotod opproximotoly 3 miloe eouthwest of
Now Bloomfield on Townohip Rood T-371, Clouoor Hollow Rood.
Tax Dstol
Subjoct ie listod os Perry County TeX Porcol N050-
099.00-023.000 ond is currontly osoeosed 760.00.
Flood Plein Deto:
Subjoct dooo not lio within ony flood ploin of Trout
Run. Reforonce: FIRM mep N42249B-0010-A.
Sito Dote:
Subjoct io 0 troct of eloping woodland contoining 6.44
ocroo. Hard rood frontogo of 265 feet on T-371. No morketoble
timber ot prooent. A small etroom, Trout Run, flowe through
tho property. Property hoe occoee to public electricity end
phone linee.
There ie e small ono story freme cebin on property in
very poor condition ond in thie eppreieers opinion hes no
value.
Highest ond beat uso: Possiblo dwelling sito if teeted end
found suiteble for 0 privote soptic system, os no public
~ewer is oveiloblo,
This oPprll~stll wO!l modo 1:0 asl:imnl:o I:he marK!]1: vriluo of I:he
subject properl:y.,
/fllrket Value !'a definad ills "^t " 91von time, I:he highest
..l:imat8d.velu8 111 t.rms of monoy a buyer would bn Worrllnted In
paylng and a seller jUlltlfled In accoptlng, provlded both partlas
were tully Infor~od, actin9 Inl:olllgently and volunl:arl1y'" and
further that 1111 I:he r19hta Wore Included In I:he transfer."
The subjecl: property, In my ostimlll:o, has a markol: voluo os
of July 20, 1995 of Eighteen Thousond' ($16,000.00) Dollars.
.
Employmenl: In and compensation for making this appraislll are
1/1 no way or mah/1er cO/1l:i/1gont upon the value reporl:ed, and I
oarl:lly thaI: I hav.. no finanoial interesl: in the subjeol: properl:y
appraised, present or conl:emplal:ed, or in any morl:gage socured
I:hereby.
I am a 11censed Real Esl:al:e Broker, Llcense Iro. 20420,' wll:h
o(flce In lIew Bloomfield, Po.
^ll of I:he appralsed real esl:al:o Is located In a rural area,
whlch Is I:he I:ype of properl:y I know besl:.
I have practlced as a real esl:al:o broker for a period of over
to years, and, havln9 11vod in I:he aroa all of my 11fe, have
knowledge of comparable sales of 11ke properl:y.
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^ppralser
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COMMONWEAl1H O. 'ENNSnVAUIA
INIHRITANCE TAX REtURN
___ ___u. _~~~.~1P'~!!1.~~~' ~[~, ____~ ,...
ESTAi'tlOj:-H' -.----.... .. ... FILE NUMBER?'1-95':'0r,/j.Fstnto
_~'~!~l_I1\_E..::lI1n:O!lS .. . . 1 'J')$-0061,.7-Connty
(Prop.rty lolntly.awn.d with Right 01 Survlvonhlp mu.1 b. dhclo..d on Sch.dul. FI All r.ol..lol. .hould b. r.poII.d. 01 lot; mOlic'~i vol~.
which I, dlflned 01 the prlc. at which prop.rty would b, .xchang,d b,'we.n a willing buy., and a willing ..1I.r, n.lth.r b,lng comp.lI,d
to b~~!.!!I,!,__~!!~_h.~!~~g_r~_a.~o'.!~~I.. Itr~a.w.l~dg~ of ,hi r.I~_v_anl_ fad~.
ITEM
NUMBER
SCHEDULE A
REAL ESTATE
DESCRIPlION
VALUE AT DATE
OF DEATIi
-----.. -~-.-_.__._.._--_.,.__.__.
- _" . - o. _q.' , .. ... ,,~
ALL THOSE CJ,nTAnr 'rhl'OO (3) parcolo of 1l10untain or
'100cllund, nitunto in Contl'o 'rol/nuhip, porry County,
ponnoylvania, boundorl llnd dOflcribod uo follol/o:
p^nCm, !lO. 1. BrWIll1lIlIU ut a b1.acle oulc tl'oO; thonco
in n \lontol'l~' l111'octlon alonr; 11 tOHnshJ.p l'Olld, 0 l'od
to n \lhite olll~ tl'OO; thonco in u northorly dit'ection
alonG land of \Hllimn Good, lToI,th 17 dO[5rooo \'/oot,
60 rodo to stonos; thonce in lln onotorly t1ll.oction
lllone; thc lino of land of Christinnu Clousor, H01'th
71 dogroos Eust, 0 rods to otonos; thonce in a south
orly diroction lllong othol' llJJ1d of Emmio II. Clouoor,
South 17 do[;rooo Bnst, 60 rodn to 11 black oak tree,
tho plllCO of DEOnIIIIllG. CONTAIlIIHG 3 llcres, striot
lnonsuro.
BEIlIG tho SilVIO pro1niooo Hhich Emmio II. Clouser,
oinc;lo Hor'lnn. by hOl' Dood dated tlllY 29, 1951~ nnd
recorded in tho porl'Y Count:' HOcol'dorlo Offico in
Deed BooIe Boole VolUllle 11,,9, 1'11/30 36, grantod and
conveyed to \Hllilllll II. Sl1:l1llono and 'l'holmll 13. Silmnono
his Hife. 'rho Ollid \-1illilllll Il. Simmons died on the
uay of " Hhel'eupon 0010 title
in oaid prolaises veotod in hio Hifo, tho ollid Tholmn
D. Simmons by rIght of sUl'vivorohip, Hho is the
Hithin decodont.
TRACT IIO. 2. J'\EGUllHlTG at 11 point in the Public Road
nt cornor of land of Silmnons; thonce lllong Illnd of:
Simmons in 11 nOl'thorly direction, a distnnco of 990
foet to land of Ghriotillnn Clousor; thonce by land
of Clouser in lln oastorly direction, a diotance 01'
0212 foot, more or looo, to lllnd 01' Bunnio li'oooe;
thenco b;r land of J;:lnlllio I"oooe in n Southorly dirooti n,
11 d:l.stance of 9')0 feat to tho Publio Hoad; thonce
along ouid Public Houd in 11 l'lootorly diroction 11
dio tunco of 02);j foot, mOl'e or leoo, to tho place of
13EGIlIIUlm.
BEIlIG the sat1\O prOl1\tsos l/h1ch I~nl'lio n. Clouser Foooe
llnd John J[. }>'oooo, hor huoband, by thoir Dood duted
Octobor 1, 1<)57 and recordod in the Perry County
Recordor's Offico in Deed Doole V01UlllO 15'l" Pago 577,
grantod and convoyod unto Hilliam iI. Slnhnono and
Thelma B. SiUlnlOnO, his Hife. Tho onid Hil1illlll it.
Simmono died on the day of "
I.,heroupon 0010 titlc in oll1d Pl'Ollliooo vootod in his
'1i1'o, tho oaiu Thelula D. Si1ll1ll0ns, by rie;ht of
nurvivorohip, Hho is tho docodont hcroin.
1.
-----_._._~.. ,> .-----,--, -------.-- -- -,'-------_._---~---~--
_.______ .______ _ ~_.__. _,!.t:)I~~, (~!~o on~~r_~rI_!~~~__l_,_~capllulatlonJ
'If ",0(. .pace ;, nudecJ, ;11I0" additional .IlIfoh -o-,-~~~;~-;j~~-.J -
.__. 1..
IUV.l$O, U+ 112 UI
,,9"J~'~l\
-1.'1WJ,lo.:.
COMMOHW[AL1H OF 'ltlUSYLVANIA
_____.4~~_~,1~~I~~1~~~~~'~'r~___"__ _
ESTAffai" ..." ... muM'
_'.l'J~E~It.l\.ll!_ I3:nXlOi~S......u .. ._ ... . 19')5~.90()lk7~C_Qu.rlj;y
(Proporty lolnlly.own.d wllh Right 01 Survlvonhlp mUlt b. dl"lo..d on Sch.dul. FI All ..01..101. ,hould b. ..port.d 01 101. morkot volu.
which I. d.nn.d o. th. prIce 01 which prop.rty would b. ..chonp.d b.lw..n a willing buy.. ond a willing ..11.., n."h.. b.lng comp.lI.d
'0 ~~~~.!!!I,JI~J!t_+~~.~___!!8_!!~~!1~!!.I~ _~~~_~~~_d8'! of,~I~. rel.vantJoels. .---- - ----.------- -- '-'--'--'-.'-
SCHEDULE A
REAL ESTATE
c J c,,,, iiif....c,i=.;,;:06i,7:;;" t,
ITEM
NUMBER DESCRIPlION
VALUE AT DAlE
OF DEATH
___,___ ____~._.___._,_ _. _~___.__.._.. ..._,., 0.....- ,
I.
'l'nJ\crf !l0. i' B1o:l1IWIIIIG at a point 011 the 1I01'th Dido
01' tho pub 10 road 10o.<.1in[; through ClouDor ][011011 to
JleH 1310Olnfiel<.1, at the intoraootion of lunds 01'
Thollluo \'T. nOOdOl'; thonoo by lnndD of tho suid 'fhotnas
H. noeuor, 1101.th 161;1 dOe;l'OOS lIest, 910 l'oot, Inoro or
less, to DtonoD at lund of Chriotinu Clouaer; thonoe
by lunl1a of Clll'iot5.nn Clouoer, 1I0l,th 72-3/1k dOBroes
Bnot, 75 feot to atonoo; l:hcnce by lunds 01' \'lilliuIJI
II. Uimlllons, Uouth 16'~ dOBt'oOD BUDt, 910 fcet, more
or 1000, to tho ul'oronaid puhlio l'oud; thenoe by
oaid }lublio l'ol1d :Jouth 72-3/Lk dOGrooa \'Test, 75 feot
to un iron pin, the plnoo of BEGIllllING. OOll'fJ\IHIllG
1 0.01'0, 90 porches, acoording to a DUl'VOY theroof
mndo by Barl D. Palm on Januul'Y lk, 19!>0.
mnllG bho salno prolnisos whioh 1:1illimn J. Good nnd
Gortrul1e II. Good, his l1ife, by theil' Deed dnted
February 1, 1950 und rocordod 'l.n tho porry County
Rooorderls Offioo in Dood Book Volume 156, Pnge 247,
grnnted and oonveyed unto "'lllimn II. Dimmona ond
~holllla D. 31nllllona, hla l1ifo. 'l'ho Duid llillill1n II.
S1.mmons died 011 the duy of "
,~horoupon Dolo tll;le 1\1 Duld pl'ell1:tseo vested in his
,rifo. l;ho onid ~rhol1l1n n. Si1l11110nn, by right of
survivorship, Hho 1s tho decedent herein.
THE ADOVE desoribod thl'oe (3) tl'oots of lnnd lIore
npprnised by Jll'od E. I:Ol'l'OW, nool gstute Broker, of
South CU1'lislo 3troet, lle1~ Bloonlfield, Ponnsylvania,
ns huvinB n totul value of :~10,000.00. II oopy 01'
the appraisal is aubmi tted hOl'ewl. tho
10,000.00
'I'
"
.._.._...._--'!51TA~.(~c'..!.~!~ ~-'ln._.!(..~~ltulollo'!L_____..
(II more SpOCtI i. n..d.d, in,.,' additional ,h..1s 01 10m. size.'
s 10,000.00
------i'J\G~-..:-2-
'.
LiOp]
@Q~ STb-.:-ovav
,;:...i, t;EDEB~1!.
, i;)t~,;i'.:: fry.,
';"':i:<'''.i, of HARRISBURG
September 22, 1995
J Robert Stauffer
Market Square Bldg
Mechanicsburg, PA 17055
RBI ESTATB 01' THELMA B SIMMONS
SOCIAL SECURITY NUMBERI 182-22-7222
DATE 01' DEATHI July 20, 1995
ACCOUNT NUMBER: 0801146124 0815154634 0866152593
TYPE OF ACCOUNT: Passbook certificate certificate
OPENING DATE: 5/22/92 3/30/95 12/29/94
ACCOUNT TITLE: Individual Individual Individual
PRINCIPAL BALANCE
AT DATE OF DEATH: $13,175.23 $11,172.57 $56,588.92
ACCRUED INTEREST
TO DATE OF DEATH: $14.36 $37.46 $175.45
TOTAL BALANCE AT
DATE OF DEATH: $13,189.59 $11,210.03 $56,764.37
INTEREST 1/1/95
TO DATE OF DEATH: $114.59 $172.57 $1,588.92
COMMENTS: I have enclosed a' change notice for your convienence
in changing the address on the above listed accounts. This would
forward any future correspoqdence to your attention. If this is
your intention please sign and return the notice. If not please
discard of the notice properly.
If you should have any further questions or need
additional information please do not hesitate to contact me.
Sincerely,
>;Zll~
'-snerri Houck
Assistant Manager
Operations Center
---,-.
r-. lil~H
234 Nonnl SECOND SIIlEEr, ".0. OOX 1111 ,H^nnlSOUno,"^ 17100. (717) 232.GGOl n~ ~~!l
D
Dauphin Deposit Bank
and Trust Company
MAIN OFFICE: 2.3 MAnKer STnEEr. IWlnlsuuna, PENNSYlVANIA HID.
717.2&&.2121
Decedent Confirmation
Name:
Thelma B. Simmons
L
Social Security No.: 182-22-7222
Date of Death (DOD): 07/20/95
Account No.
8100220581
------------------------ ------------------------ ------------------------
Type
Dllte Opened
or Issued
Certificate of Deposit
------------------------ ------------------------ ------------------------
.12/06/93
------------------------ ------------------------ ------------------------
Date Closed
or Matured
03/06/96 (Maturity)
------------------------ ------------------------ ------------------------
Dllte of Death
Balance $20,850.00
------------------------ ------------------------ ------------------------
PWS
Date of Death
Accrued Int. $548.67
------------------------ ------------------------ ------------------------
Joint o.mers
(if any) June S. Sims
------------------------ ------------------------ ------------------------
Date of Joint
OWnership 12/06/93
------------------------ ------------------------ ------------------------
------------- .Rollover - Original open
date 06/05/91
------------- ------------------------ ------------------------ ------------------------
Special CoIm1ents: N/A
Addttional iflrormation available at 120.00 por hour. One hour minimum.
Date Prepared: September 28, 1995 Prepared by: Carolyn A. Berkebile
Customer Management Information Dept. (em)
Telephone No. (717) 255-2054
for. 00-020-210 (REV 7/93)
Page 1 of 1
..".-,..--~.~-,.,-- --...~,-...""""_'""""""~. ';.',.~.-'-A. ,
DECEDENT NAME:
DATE OF DEATH:
SOCIAL SECURITY NO.:
Thelma B. Simmons
7/20795
182-22-7222
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
Interest Checkln9..
5140058557
Thelma B. Simmons
June S. Sims
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
12/01/64
$7,147.96
$6.62
$34,95
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
TYPE OF ACCOUNT:
ACCOUNT NUMBER:
NAME(S) ON ACCOUNT:
DATE OPENED:
DATE OF DEATH BALANCE:
ACCRUED INTEREST:
INTEREST PAID YEAR TO DATE:
OTHER INFORMATION:
STOCK INFORMATION CAN BE OBTAINED FROM CHEMICAL BANK
AT 1-800-982-7652
.('fltofUtll,.."
SCHEDULE F J
JOINTLY-OWNED PROPERTY _
FILE NUMBER21-<J!>-0(,lj,7-IJtllto
1 ')')!>-OO(Jl~ 7-Count
\\'J~,(J
'l.~
COMMONW!AlfH OF PENNSYlVANIA
INllflnANCf TAX anUIN
USlDENT DECfDfNT
ESTATE OF
'.rm~U1A D. :Jlllll0J:3
Joint 'onon'(.I.
------,--...,._--,--~---- ---~._--,
NAME ADDRESS
RELATIONSHIP TO DECEDENT
A. JUliE S. sum
)10 Euut 01'eOll St.
ShirOlllanotoHn, 1'A 17011
Dlluc;htor
B.
C.
"
Jo'nlly-ownod proporty.
ITEM LEnIR DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % tNT. DECEDENT'S INTEREST
TENANT JOINT.
1. A. 6/5/ Duuphin Depoul t Dunk und
1991. '.rruot Oompuny, Cllrti1'icu e
01' Deposit 110. 0100-
220!>01. 20,850.00 r.o" ,'. 10,1~25.00
;; 'fJ ,.p
Intorest accruod to
12/1/ 7/20/95. 51~8.67 50;; 271~.34
2. A. rHO Dunl" N. A., Intoros
1961~ Oheoldl1~ Acoount Ho.
7,147.96 r.Q" 3,573.98
5111,0058;;57. ;J "J
Intorost Dooruorl to
7/20/95. 6.62 50;; 3.31
TOTAL {Also tinIer on line 6, Recapllulallon} S 14,276.63
(II mortl spac. i. n..d.d ini.rl additional ,h..1s of sam. siz.)
. . . .
".A. .,. SCHEDULE H ~l
'Qie1 FUNERAL EXPENSES,
COMMO"W[A'''' o. "',,,"',.,,.. ADMINISTRATIVE COSTS AND
'N';~~ll>11,\1ID\~'tW.~'~~. MI~:E~LANEOUS ~XP~~.S~S PI.ea.e Prln' or Tvpe
ntATE OF ~rri'lUMliER 21-'J5-06l~7-:Jtuto
T!lELIlA D. :Jlill:OIW 1'J'J5-00611.7-Gount;y
____,____ __.______.____ ___u___________
"VIIIII.. j1'UI
ITEM
NUMBER
A.
1.
2.
3.
4,.
B.
1.
4.
C.
1.
2.
3,
4,
S.
6,
7.
0,
DESCRIPTION
AMOUNT
Funeral Expen.e'l
HUDDOlmnn F\U101'ul ::01110, Ino., L011l0yno, I'ennsyl vania,
funoral expensoo. :j;
Stophenson' 0 1"lOI-/Ol'S, fUn01'l\1 upl'ny.
Rolling Ol'oon IlO1tl01'iul Comotol'Y' opening and olosing
grave.
Revorend Floyd Carlen, conduotinB funoral oorviooo.
4,070.00
100.65
670.00
50.00
Admlnl.'ratlve Ca'"t
Porsonal Reprelonlallv8 Commissions
Soclol Security Numbor of POllonot Repre.enlolivol
V.or Comml..lan. paid
0.00
2,
Allorn.y Fe.. J. Robert Stau1'1'er, eoq., a ttornoy' 0 1'00.
2,900.00
3.
Family E..mplion
Cloimonl
Addr... of Clolmont al doc.donl'. dealh
Slro.1 Addro..
R.lolion.hlp
City
Slate
Zip Code
Probolo Fee. Cumborland County Rogisl;el' of I-lil1a, Lottoro
Tootamontary.
MI.celloneou. Expon.ell
I1ary J. Clauocl', 'l'ax Colloctor, 1995 School real
eotate taxoo on porl'y County proporty.
Cumborland Lm./ ,Toul'nal, Es tatc Notice.
Tho Sentinel, Eotate Hotice.
Frod r~. llorrol-/, HeH Bloomfiold, I'a.. appraising
Perry County rcal ostato.
Regioter 01' Hillo, 1'ilil1/3 Invontory and Pennsylvania
Inhoritanoo 'ra;; Iloturn.
Regiotor 01' I-lil10, filing Aocount.
230.50
51~.37
1~0. 00
62.12
175.00
25.00
97.00
TOTAL (Aho enler on IIno 9, Recupltutollon)
(II mare .pac. I. need.d, In.er' additional .h.... af .am. .1...)
$
0,570.64
"""'''',-,___'..-."''"',........".~,-.t...~".'-''..Tj'..~-'-U~:....''''','''''.W;...."""'''/;!~I.ii.,"l!c...i-'......'''''.'-."".~."._.-'..-, ~._-.,.,."..""_:,..
II~ IUJ I~ t 111'1
I I'. .
,,~@~ SCHEDULE J
'n..m,wl:'~';O' ,,,,,..,,,.,,.. BENEFICIARIES
INHunANCllAIl IIIUIN
__.___~,!,~IN' __._~ __________._____________ _____.__
ESTATE OF
FILE NUMBER 21-')5-0(,~,7-::;tote
T!:Er,l!h B. SIi~: roH:J 19'J'5-006L~7-Cuunt~'
---------
ITEM NAME AND ADDRESS OF BENEFtCIARY RELATIONSHIP AMOUNT OR
NUMBER SIlARE OF ESTATE
- . .
A. TOkobl. aeque".:
I. ,TUllE S. SIll:) Daughtor Ono-oixth oha
:no Eunt Gl'oon Ut. of 1'00 iduUl'Y
ShivOl1ln no t 01111, Pl\ 17011 eotute.
2. DOnIS H. H~A V li.'11 Duu/jhtOl' Ono-Gb~th sha
1lI12, Box 0)0 of residuury
!lell 13100Illfiold, 1'/\ 170(,0 estute.
3. STB"Imll TJ. ImAVEH Grnnduon One-fourth sll
1125 Gvoen:lI11'trl/jD !lond, n. D. 5 of roul ootut
Xorl:, Pl\ 17~,02 und u one-six
shuvo of 1'0-
siduEU'Y eotut
4. lJ\TJIY TJ. SJrmEH Grnmlduught- Ono-fouvth sh
360 NOl'th lllcldloton !loud 01'1 . of 1'oul os tut
Cavliolo, Ph 17013 and a ono-six
shure of re-
5. siduary oatat
)~rJLY S. SIllS Gl'onddaught- Ono-fourth oh
Do;: 19l1. 01', 01' l'oul ootut
llllli1'nx , FA 17032 and a ono-six
ahllro of ro-
6. siduury 00 ta.t
JEPFIIE'! E. SIIiS Gl'undoon One-fourth sh
15):1: Cool Cl'ool~ iIul10V EEi ve ~~,/'~Il~,,~~~~~,
\'11' [rrhtsvi11o I'll 1736
"hAl'O of' l'O-
ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR
NUMBER SHARE OF ESTATE
S. CharUable Dnd Gavernmenlal Sequellll s1dtta.ry osta.t
I.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aho .nl., on Iin. 13, R.,opllulollon) 5
r'
VI
III
o
tl
e,
al
e
tl
e.
III
o
tl
o.
m
o
tl
o.
(If mar. .pan I. n.ed.d, In,..t additional .h..,. of ,am. size)
.., _. ,.. '... "e .~,
--------------------------------------------------
tit'i!~l~..,:'~:vt.\i!,")~~-"':,:i,'" '-:tf,::)?;:;':::~";::-<~; .,/;;:~ t.ci"".", '."':; ',< ", ,,'c,' ,""'" ",-
ill~il;;~:oJi!.a5k': C:O~~OND~::~~T~: R~~:~:YLVANIA,., .
;it~~1{~1~"'f;~t],,~i~CIALRiCII~' ~ PENNSYLVANIA INHERITANCE AND ESTATE TAX .
ACN
ASSESSMENT r:w
CONTROL ~
NUMBER
..
' , ' '.
. '. ,...
RECEIVED FROMI
I
AMOUNT
STAUFFER J ROBERT
MARKET SQUARE BUILDING
101
.1,0:3'+.l!51
MECHANICSBURG, PA
170!5!5
I
I
'C10tt'" ~
I
I
I
I
I
,
,
ESTATE INFORMATlONI
!II FILE NUMBER
U . el-199!5-0647
I!:I NAME OF DECEOENT lLAST)
~ SIMMONS THELMA B
1:1 DATE OF PAYMENT
III POSTMARK DATE
COUNTY
SSN ISe-ee-7eee
IFIRS11 IMI)
CUMBERLAND
DATE OF DEATH
07/ROIQ!5
REMARKS
fa TOTAL AMOUNT PAID
.1 ,0!54.B_l
VZ
JUNE S SIMS
SEAL CHECK" 7
,-
REGISTER OF WILLS i
I
_~.....:..-~;...._,~,~.""':"'::"~......._~"-,,___._-_......,__~~,'"":':)=_"""'::',=.~:~,,__~----- - -- - - - ---....,.- """"':'r,-~,--'-''''''''''''''''
, 'I '. ~ '.\ '
'; " If ..,..'
.... I
,"
.j' ,...,
.i I
t' .
".
~, ..,
~. .
",
t
. .
.f
-'<<'.
','-_..
r-~
",.............A..
w~ .'.
~ -:~! l:i'
. .....' -. .,.. -~. ...
\.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
J
SSI
..._.., .____.JUJ2.l';. n._:glJLl..__..._
b.lng dulV .__.oh'..Q~~1._ '''___'_ .ccordlng to I.w, do 1'010 I and '.V' th.tO h.
_.__J!L.t.l!.9 J~~09.\!~1~~~.. . .__.__ _ ._.... 01 tho E.t.t. 01 'l'hoblll ll. ::Jllnlllono
1.1. 01 .. I!ol.th lli<1tlloton 'fOll\1llh:\.}l ,,_ __ .., Cumb.rl.nd County. 1'.., de.,,"d .nd th.t the
within Is .n Inv.ntory m.do bV ,_. ,TWIO...:J. :Jllllo___...... ..__ __.__, the ..Id_ Exeoutrix
01 tho .ntlr. ..t.to 01 ..Id d.c.d.nl, con.htlng 01 .lIlh. p."on.1 prop.rly .nd r..1 ..t.te, ..c.pt re.l ....1. ouhld.
Ih. Commonw..lth 01 Penn.vlvonl., .nd th.1 Ihe nguro. oppolit. o.ch lI.m 01 the Invenlory repr..ent It'. 1.lr velu.
.. 01 tho d.to 01 d...d.nt'. d..lh.
SHorn
~J~
e..,.I.r . !I!Ialn1lltJt9t
.nd .ub.crlbod bolor. mo,
Decombor
.,,; 199.5
...11 0..EllllL...1l1!O olLllt..
,nhJl~n1nnBto\1.!!.J. Ph 17011
Addr...
O.le 01 O..th
20th
D.y
July'
Month
1995
Y."
INSTRUCTIONS
I, An Inventory must b. flied within threo monlh. anor appolnlm.nt 01 p."on.1 r.pre..nt.tlve,
2. A .upplement Invonlory must b. fIIod within Ihlrlv d.VI 01 dl.covory 01 .ddltlon.l a..oh.
3. Additional .h.el.. m.y b. .ttached .. to pe"onalty or ro.lty
4. Se. Artlcl. IV, Flducl.rl.. A.t 01 1949.
p,
'M
.d
11l
8
"
0
E.'
\ ?:: 1'1 ..;
.
"'::)- ~ 0 ~
~ ffi ~, " ~
'-' U
D. OJ U 0>
I () UJ :(! u . r,~
0 w ,- C D\ !I ~
'-1"1 J: "" ,.~. "
l- n. u. 0 '0 ooi n. E
Z t- ... ,-. .,-t oj 0
CJ u. ... ;l'i 0 1:1 ~tf n. ~, :I:
w 0 <( , "'i i:
\ > Z "" UJ <(
<ii ~ 0 ,['J c
C .p " ,13
III Z ~, U ~,
0 ""
Z w <( rn 0 .... 0>
n. "," ." ,0
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JRD/June 30, 1992/17858
REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Squnre
Carlisle, PA 17013
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NOTICE PURSUANI' TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
Personal Representative
Counsel: J. ROBER'l' S'l'AUFFER, ESQ.,
RE: Estate or THF.T.MA B. SIMMONS . Deceased, Late or
NORTH MIDDLETON TWP
Estate No.: 21 a 199 5 a 64 7
Date or Decedent's Death: JULY 20, 1995
Pursuant 10 Rule 6.12. the above named personal representative or the above napled attorney. If
applicable. within two (2) years of the decedent's death, and annually thereafter until administration is
completed. is required to 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 attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is 10 advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register ofWl1Is
Is required to DOllfy the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennlne 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 filed by SEP'l'. 10 , 199J you are hereby
advised that a request will be submitted to the Court In accordllllce ~ith Rule 6.12. l\ .
Date: AUGUS'l' 26, 1997 ~":iD.'A~~~~
Deputy eglster of Will
Distribution to Estate File
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
THEL;.!A B. Snn,jONS
Date of Death:
July 20, 19915
Will No. 199t5-006~7
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
J. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes x No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: July 31, 1997
LJLJ
sfgnature
June S. Sims
Name (Please type or print)
310 East Green St.
Shiremanstown, PA 17011
Address
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(717 ) 737-1~266
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Capacity: x
Personal Representative
Counsel for personal
representative
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