HomeMy WebLinkAbout95-00660
.
PETITION FOR PROBATE and GRANT OF LETTERS
~J-q5-'DtJ
Estale 01 .10y M
also known os
UngnrR
No.
To:
Register of Wills for the
Deceased. County of Cumberland In the
Social Securit)' No. 172-50-9389 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petltloner(s), who iIIare 18 years of age or older an the execut nr"
In the last will of the above decedent, dated .lu1 y 22
and codlcil(s) dated
named
.19~
(Itale relevant circumstances, e". renunciation. death or executor. eIC.)
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Decendent was domiciled at death In rum,,",.l "nrl County. Pennsylvania, with
her last family or principal residence at 900 Wf!st South Street. Carlisle.
Pennsylvania 17013
(list 51reel. number and munclpalhy)
Decendent, then .....22. years of age, died Auqust 6. ,1995 .
at Carlisle Hospital. Carlisle. Cumherland Countv. Pennsylvania
Except as follows, decedent did not marry. was not divorced and did not have a child born or adopted
after execution ilf the will offeted for probate; was not the victim of a killing and was never adjudicated
Incompetcnt: _
Decendent at death owned property with estimated values as follows:
(If dl)m'.ciled in Po.) All personal property
(If nul domiciled In Pa.) Personal property In Pennsylvania
(Jr not domiciled in pR.) Personal property In County
Value or real esta. Ie in l'e'JBs~.Ivanl~ . oU' JJd ,., >le-,
situated as follows: 1-ftfl pl... S~ ~ ~_~~
$
$ 'VO/ I u'o
$
$ /fl"t I!lOn
,
WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and codlcil(s)
presented herewith and the grant oflellers I-p'd'"mpnl-"ry
(testamentary; administration C.l...; administration d.b.n.c.t...)
theron.
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109 pi n Oak Lane
~h;rrr:llnc::hllrlJ. PJ\. 17?r;7
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OMP RRr~lp~t RnArl
nn,.h:'l1. Nlt n1.R?.d.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEI\LTH OF PENNSYLVANIA } 88
COUNTY OF CllmbC!rl;\nn
TIle petltloner(s) above.narr.ed ~lVear(s) or arrirm(s) that the statements In the foregoing petltlon are
true a~d correct to thc best or the ~nowledge and belief of petltloner(s) and that as personal represen-
tatlve(5) of the above de.:eder.t petilloner(s) will well and truly dm nlster the estate according to law.
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Swom te Cor arfirm~d nnJ ~ubscrlbed {
~efor.. me this l1g;,~~h _ 19 dny~ of P: 0t J~ ':211-
7Z!1!!Jl.d~~/f):Jr~/, t}.r;' 1ft. u--r, :.(AA----
I'l ~ C U RegIster
/5 -5'3- 9 ry. -1'/1S W1lham E. Rogers
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedentl
Date of Death.
Will No.
21-95-0660
JOY M. Roqers
Auqust 6. 1995
Admin. No.
To the Registerl
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court ~ules was served on or mailed to
the following beneficiaries of the above-captioned estate on
10/ 02 /95 .
Name
Philip E. Roqers
William E. Rogers
Address
One Bartlett Road. Durham. NH 03824
109 pin Oak Lane, Shippensburg, PA 17257
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date. J.!:l/ 02 /95
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James
Esquire
Address 11 East lIiqh Street
Carlisle. PA 17013
Telephone(717) 243-5513
CapacitYl
Personal Representative
xx Counsel for personal
represen ta t i ve
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
n a
o 1. Original R.turn 0 2. Supplemental Relurn
o 41. LImited Ellale 0 Aa. Fulur. Inl"est Compromise
(lor dalOl of dealh aher 12,12.82)
~ 6. Decedent Died Teslale 0 7. O.ceden' Maintained a LIving TrUll
(Anach copy 01 Willi (Allach copy af Tru,')
D AND CONPlDINTIA&:,ro\X,lNroRMAnON:SHOULD II IECJIDrOI,~!"li;.!A;M,,:o/,t.,:; ",1I'!'i''<,"HI'F,
COMPUTE MAIlINQ ADDIlEIS
Flower, Morgenthal, Flower & Lindsay
11 East Hi h Street
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COMMONWEAlTH Of PENNSYlVANIA
DEPAUMENl' Of REVENUE
.m, 20.601
HAflRISlUflO. Pol 17 21.0601
DECEDEH' HAME (lAS, 'IU . AND MIDDlE INI IAtI
M.
172-50-9389
Flower
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Es uire
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1. Real E,'a'e ISchedule AI
2. Slocks and Band. (Schedule BI
3. Clo..ly Held Stoclc/Partnenhlp Inler..t ISchedule C)
A. Mortgages and Nol.. Receivable (Schedule 0)
5. Ca.h. Banlc Oepo.ll. & Mlscellaneou. Penonal Property
(Schedule EI
6. Jolnlly Owned P,openy (Schedule FI
7. T,an.fe,. ISchedule GIISchedule l)
8. Tolol Gro.. A..ellltolallln.. 1.7)
9. Funeral EKp.n.... Admlnl'lrotlve Call', Mlsullaneou.
EKpen... (Schedule H)
10, Deb... Mortgage lIabllllle., lien. (Schedule II
11. To'al Dedudlon'(lolalllne. 9 & 101
12. Ne' Value of E.'ale (LIne 8 minus line 11)
13. Charitable and Governmental Bequests (Schedule J)
lA. N.t Value Sub eet 10 TaK line 12 mlnu. lIn. 13
15. Spou.al Tran.fen (for dot.. of dealh after 6.30.9411
See In.'ructlon. for Af,pllcoble Perunlage on Reve,.e
Side. (Include volu.. rom Schedule Ie or Schedule M.)
16. Amounl of line IA taKable a' 6% rol.
(Include valu.. from Schedule K or Schedule M.)
17. Amounl of Line 141laKable at 1 S% rote
(Include volu.. from Schedule Ie or Schedule M.J
18. Principal tOK due (Add laK from Un.. 15. 16 and 17.1
19. Credits Spou.al Poverty Credit Prior Payment.
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'DR OATIS 0' DIATH AnlR 12131191 CHICK HIRI
IP A SPOUSAL
POVIITY CRlDn IS CLAIMID 0
fiLl NUMIIR
I>I(
COUNTY COOE
DICIDIN 'S COM UTE ADORlU
CJ:..:;;
L. (. (1
YEAR
NUMBER
900 West South Street
Carlisle, PA 17013
Co." Cumberland
AMOUNT IlfCflVED tUf INUIlUCl'IONSI
o 3. Rtmalnder Return
110' do'e. of dealh prlo, la 12,13.821
o 5. Federal E.lole TaK Return Required
..l. 8. Tolal Number of Safe Oepa.1I 80x..
III 108.000.00
121 7,115.11
131 0
(41 0
(5) ,q . l;7fi 7,
(61 0
PI 0
(9) 11 ,711 , 116
(10) 3.453.54
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( 81 , l;1I I fill 1 R4
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(111 15,197,00
(121 139.444.84
(13) 0
(14 139,444.84
0
)(._-
)( .06_ 8.366.69
)( .15 . 0
(181 8,366.69
(191 0
(201 .
(21) 8.366.69
(2IA)
(21B)
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1151
(161 139,444.84
(171
Ol.count
Inler..1
+ +
20. If Line 191. greol.r than line lB. enl.r the dlff.,ence on L1n. 20. Thl.ls Ihe OVERPAYMENT.
110
21. If line 181s great.r than line 19. enler Ihe difference on lIn. 21. Thl.l. the TAX DUE.
A. Enler thelnler.., on the balance due on line 21A.
B. Enler ,he lotal of line 21 and 21A on Line 218. This l'lhe BALANCE DUE.
Mah Chec. Payable '01 Aegl,'er of Will., Au.nl
. CI,..c~ hUll' if you nIL' IIHtuL'\lmU U 'Pfund of you, OVl'lfJuYlncnt.
03/ 1/
DAIf
/96
'I; ',. " ,'-"",.1 SUAI TO ANSWIA ALL QUllnONS ON IIVIISI SIDI AND TOI.CHICK MATH "!:';'\",,^.""'.'.~:;'
Under penaltl.. of perjury, I d.c1are that I hove eKamln.d thl. IIturn, Including occomponylng .ch.dul.. and slolements, and to Ihe b,"t of my knowledge and bell.f,
It Is true. corred and comple'e. I declare Ihat 011 real "Iale ha. b..n r.portea allrue morh' value. Oeclarallon of pre parer olher than the personalllpr...nlatlve I.
bas.d on allln'ormotlon of which p. e arlt has on knowledge.
$IONAIU 'Ill IlU'ONSII' lINO RElUIlN ADDIlEU 9 Pin Oak Lane DAlf
,/. t I '4~ILlJ1tl).." fit;; --Shippens!:mrg. PA 17257
or 'IlErAIlIII01HEIl THA II II NlAllVI ADDIIUS 11 East. High St.reet
()~ () . _c.atliJilit. PA 170..l.3_,_ 03/
/96
Ad '48 0' 1994 provld.. 'or the r.ductlon 0' the tax rat.. impo..d on the n.t valu. 0' tran,'.r. to or for
the u.. 0' the .pou... Th. rat.. a. pr..~r1b.d by the .tatut. will b.l
. 3% (.031 will b. applleabl. for ..tat.. 0' d.c.d.n!. dying on or aft.r 7/1/94 and b.for. 1/1/96
. 2% (,021 will b. appllcabl. for ..tat.. 0' d.c.d.nt. dying on or oft.r 1/1/96 and b.for. 1/1/97
. 1% (.011 will b. appllcabl. for ..tat.. 0' d.c.d.nt. dying on or aft.r 1/1/97 and b,'or. 1/1/98
. Spou.al trand.,. occurring on or aft.r 1/1/98 will b. .x.mpt from Inh.rltanc. tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedent make a tran.fer and:
b. retain the right to de.lgnate who shall u.e the property transferred or It. Income, ...............
x
X
a. retaIn the use or Income of the property transferred, .......................................................
c. retatn a reversionary interes'; or ...................................................................................
X
d. receive the promise for life of either paymenll. ben~flt. or care' .......................................
2, If d.ath occurred on or before December 12. 1982, did decedent within two yean preceding
death trander property without receiving adequate can.lderatlon' If death occurred after
December 12. 1982, did decedent transfer property within one year of death without receiving
adequate consideration' ..... ........ ...... ........ ......to. ........... II .......to to .................. "' ....... ...........
X
X
3. Old decedent own an 'In tru.t for' bank account at his or her death'......................................
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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COMMOHWIALtH 0' peNNSYLVANIA
IHHUlfAHCf fAX .flua...
USIDINr DICED Nt
UTATI OP
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
Rogers, Joy M.
21-95-660
IAII pIGpO"" lolntl"..wnod with RIght 0' Survlvonhlp mu.t b. dl.clo.od on Schodulo P,)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
I.
1177.999 shares United Bond Fund, mutual fund, at
$6.04 per share. : See attached letter
$ 7,115.11
S
7,115.11
TOTAL AI.o onto, on IIno 2. Roco Itolotlon
(If more .pac. II n..dld, ;n.." aJdiflonol .It..t. 01 10m. du.'
11'I11ll1" f7."1
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SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWIALTH OF 'INNSYlVANIA
INHUIIANCE 'AX flfTURN
USIDINT DlClDINT
PI. a.. Print or T .
Rogers, Joy M,
21-95-660
ITEM
NUMBER
A. Fun.ral Exp.n....
DESCRIPTION
1.
Hoffman-Roth Funeral Home, Inc.
B. Admlnl.tratlv. Ca.",
2.
3.
4.
C.
1.
2.
3.
4,
S.
6.
7.
0,
9.
10.
1,
Personal R.presentatlve Cammlulon. none
Social SeCllrlty Number 01 Personal Reprosenlatl.e,
Vear Cammlulons paid
Allornoy Foes
Flower, Morgenthal, Flower & Lindsay
Family Exemption
Claimant n,,,.,,, Relationship
Addrou 01 Claimant 01 decedenl'. death
Stroel Addro..
City
State
Zip Code
Probale Fee.
Register of Willa, letters testamentary
MI.e.llan.ou. Exp.n....
Cumberland Law Journal, advertising letters
The Sentinel, advertising letters
Linden Hall Antiques, personal property appraisal
Steven W. Barrett, real estate appraisal
William E. Rogersr reimbursement for trash removal
Register of WillS, filing Inheritance Tax Return
Recorder of Deeds, 1% transfer tax
Recorder of Deeds, record Power of Attorney
Register of WillS, short certificate
Allowance for 0
TOTAL (Also enler on line 9. Recapitulation) S
III mar. .pac. I. n.od.d, In.ort additional .h.... 01 .am. .i...)
AMOUNT
$ 5,178.00
o
4.,639.26
249.00
40.00
72.20
45.00
250,00
60,00
15.00
1,080,00
12.00
3,00
lNoUlIlhP"1J
PAGE 2
SCHEDULE I CONTINUED
DEBTS OF DECEDENT,
MORTGAGE L1ABLlTIES AND LIENS
PI.a.. Print or T .
FILE NUMBER
~~
COMMOHWlAUH Of '(HNln_NIA
IHHIIlIANCI W InUIN
II"OIHlOleIOINI
IDATI OF
M.
21-95-660
ITEM
NUMBIR
AMOUNT
$ 28.07
16,10
36.04
23.33
448.55
21.82
DESCRIPTION
24. p, p, & L, Co., account
25. United of PA, account
26. Terminix, January service
27. P. P. & L. Co., account
28. UGI, account, final bill
29. Borough of Carlisle, water/sewer account, final bill
,
.-
TOTAL (AI,o .nt., on IIn. 10, Rocopllulotion)
(/1 marl 'pac. II nnd.d, inll" additional ,hoo" a' ,am. oI.o.J
S 3 453.54
IIY"'U." illr)
W'-.9.
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COMMONWIAUH 0' "",""YlYANIA
INHII"ANCI 'A. "'UIN
IIIIDIH'CICIDIH'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Ro gers, Joy M.
21-95-660
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
l.
A. Taxabl. BequIIls:
William E. Rogers
109 Pin Oak Lane
Shippensburg, PA 17257
Philip E, Rogers
One Bartlett Road
Durham, NH 03824
Son
1/2 residuary
estate
2.
Son
1/2 residuary
estate
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental Sequins:
1.
None
o
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o .nlor on IIn. 13. R.copltulollon)
(If mo,. .paco I. n..d.d, In..'' additional .h..t. of .om. .110'
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1JJnst JIlill nub Qftstnuuttt
OF
JOY M. ROGRRS
I, JOY M. ROGERS, of Carlisle, CUmberland County, Pennsylvania,
make, publish and declare this to be my Last Will and Testament, hereby
revoking any and all former Wills by me at any time heretofore made.
1. I direct the payment of my just debts and funeral expenses as
soon after my death as will be convenient to my Bxecutors hereinafter
named.
2. I give and bequeath the following items of personal property
to the persons hereinafter named:
To Marjorie Rogers my 3-stone diamond ring;
To Dottie Lee Rogers my little finger diamond ring;
To Jane Bllen Rogers my single diamond engagement ring;
To Deborah Lynn Rogers my antique diamond pin and wrist watch.
3. All the rest, residue and remainder of my property, whether real,
personal or mixed, and wheresoever situate at the time of my death I give,
devise and bequeath unto my husband, Horace B. Rogers, absolutely.
In the event my husband predeceases me or dies as the result of a
common disaster I give all my property, in equal shares, to my children,
Philip B. Rogers and William B. Rogers.
4. If my husbond survives me I appoint my husband, Horace B. Rogers,
and Farmers Trust Company to be Co-Executors of this, my Last Will and
Testament. Should my husband fail to survive me I appoint my sons, Philip
B. Rogers and William B. Rogers, to serve as Co-Bxecutors with Farmers
Trust Company without the necessity of filing bond.
IN WITNESS WHBRBOF, I have hereunto set my hand and seal this 22nd
day of July, A.D. 1969.
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Signed, sealed, published and declared by the above nomed
as and for her Last Will and Testament, in the presence of us,
her presence, at her request and in the presence of each other
hereunto subscribed our names as witnesses.
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J'7uA-,t\A.~L_ v Lil LI........J.t,....~ 4?r~.L/
(SHAL)
Testatrix
who, in
have
A. SETTLEMENT STATEMENT
u.s. DEPARTHENr OF HOUSING
AND URBAN DEVELOPMENT
OIlB NO. 2502-ll265
qr
B. TYPE OF l.llAH
1. []FHA 2, [ ] f~ 3. [ ] conv. Unll. 6. fILE NUMBER 17. LOAN NUMBER 18. IIORTGAGE INS CASE NUIIllEF
4, [ ] VA 5. [ ] conv. Inl. 49409501
C. NOTE:Th1o fora 10 furnllhld to glvI you I luteoent of IctUll IIttllS..,t COIU. _u pltd to IIld by thl ,lIttlOMnt Ill..,t
Irl ohown. It III IIrkld "[POC]" Vlrl pltd outlidl thl clollng; thlY Irl lhovn hlrl for Inforlltlonol purpo'"1 IIld Irl
not Includld In thl totlll. 4.2 05-95 (3/49409501)
D. NANE AND ADDRESS Of BORROIIER E. HAME AND ADDRESS OF SELLER f. NANE AND ADDRESS Of LENDER
RICHARD R. BROVH WILLIAN E. ROGERS, exlcutor of NONE
REGIHA H. BROlIN Eltltl of JOY H. ROGERS
118 Yltll Strllt 109 Ptn Oak l.Inl
Ht. Holly Sprlngl, PA 17065 Shlpp..,lburg. PA 17257
G. PROPERTY LOCATION H. SETTLEHENT AGENT 25-1696144 1. SETTLEltENT DATE
900 WIlt SOUth Strllt FLOWER, IIORGENTllAL, FLOWER & LINDSAY
COrlllll. PA 17013 JlnUlry 11, 1996
CUllber lllld county. PA PLACE OF SETTLEltENT
11 Ellt Nigh Strllt
COrltlll, Ponnlylvontl 17013
~ SUHItARY OF BORROIIER'S TRANSACTION :An K. SUMItARY OF SELLER'S TRANSACTION
I .....
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,
, ~." ,
;; .ft- ~ 0
.ft-
-M=96
; - ..hnnl - -96 .n -
,
I
112. 412. I
120. GROSS AItOUHT DUE FROIl BORROIIER 110,419.08 420. GROSS AIIOUNT DUE TO SELLER 108.716.5B 1
.un ov no 'M ."".. . ft. ~ 'M .UN''''' .OO. .... .0" O.
:-;;;;
n' o .n
n' I~n
= 4ft. hv
.....
,"
~ - ",-Il1~ - -96 ""
219. 519.
220, TOTAL PAIa BY/FOR BORROI/ER 8,016.96 520. TOTAL REDUCTION AIIOUNT DUE SELLER 1,130.78
300. CASH AT SETTLEHENT FROII/TO BORROI/ER 600. CASH AT SETTLEHENT TO/FRDM SELLER
301. Groll AIIt Dul fl'Oll Borl'Ol/lr (llnl 120) 110.419.08 601. Groll _t Dul to Sllllr (llnl420) 108.716.58
302. Loll AIIt Plld by/for Borl'Ol/lr Cllnl 220) ( 8.016.96) 602. L.I. Reduction. Du. Siller (llnI520) ( 1,130.78)
303. CASH [XJ fROll [ J TO BORROIIER 102.402,12 603. CASN [XJ TO [ J FROIl SELLER 107 ,585.80
Thl undlrolgnod hlrlby Iclcnowlldgl roCltpt of I coopllted copy of pog'" 1&2 of thl. Fi7J UU ony It~~'ferred to her.in.
~~ _ 'I, ""'J~ 'A"t).-
BORROWER ' !'!I - SELLER
ICHAR~ R. IlROVH iiKC'lAN E. ROGERS, exlcutlf of
~~~,-, "'.~,-
REGIN H. BROlIN
SELLER
HUD-1 (3-86) RESPA, HB 4305.2
SErTLE/IEHT SrATE/lElH PAGE 2
L. SETTLEIIEHr CHARGES
~nf :: ~."""" PAID 'ROIl PAID fROIt
BORROIIER'S SELLER'S
.~~~.~!. fUNDS AT
I ... y 'n
I '. fnn ...
900. ITEIIS REQUIRED BY LENDER TO BE PAID IN ADVANCE
... hf.vl
~.h. .n
1 ..... .n
M
905.
1001 n.. _.h
11002. ~.-
= ..""'" .....
;:
I
.n
,
.bnv. h..
11M. ..
.bnv. h.. . \
109. tHVf81"1.. .
110. 0Yn"1"1.
,
",," ' 1
I ~ ,
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.
12DS. I
~ .,- ,
1 305. I
1 400. TOTAL SETT1.EIlENT CHARGES (Entor On Lfno. 103. S.ctfan J end 502, Soctfan K) 1,702.50 1.113.02 I
By ofgnfng pogo 1 of thfo ototeoent, tho ofgnotorfo. ocknowledgo rocolpt of 0 cooploted copy of pogo 2 of thfo 2 pogo otot..ont.
(3/49409501)
COrtfffed to be 0 tNO copy
fLOVER, ~RGENTHAL,
Sottlooont Agent
: I
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I \\!uIdcll
\ SoRccd
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FINANCIAL
SER\'ICF.~
8300 LAMAR
P,O. BOX 28217
SHAWNEE MISSION. KS 811201,8217
January 29, 1996
James D Flower, Jr.
11 East High street
Carlisle PA 17013-3016
Re: Account Number 17515016 - Joy M Rogers
Dear Mr. Flower:
Enclosed is a history of the account registered to Joy M
Rogers. The date-of-death value was 1177.999 shares of
United Bond Fund at $6.04 each, totalling $7,115.11.
In order to liquidate this account, we need singed
instructions from the executor of the estate, Letters
Testamentary showing appointment of the executor, and a
certified copy of the Death Certificate.
Our Customer Service toll free number is 1-800-366-5465
should you need further assistance or have questions on
the account.
Sincerely,
--Je.,,:~ ~a/t~
'-i:'it'"~ Burdick
Customer Service Division
Waddell & Reed Services Company
A Torchmark Company 0
FARMERS
TRUST
One\^kst High Sired r.OUox 220
Carlisle, Pennsylvania 1701J
llll~
Date October 12. 1995
Flower Morgenthal, Flower & Lindsay
11 E. High st.
Carlisle. PA 17013-3016
Re: Estat. of. ,Tny M RnqprR 17'_Eln_Q1AQ
Olte of O..th
8/6/95
Dlar 1am....R n '1:"10,,101:11- 'T....
In IlllIwer to your nqullt concerning Iccounll owned, either ..perltely or Jointly, by
the Ibov. r.f.r.nc.d decedent Ind the baJ.nc. In IIch Iccount -II of the d.te of
deeth, w. hlV' eh.ck.d our r.cordJ and an IUbmittlng the foUowln9 Informatlon In
dupllcat., We IUg9'st thet you ru. one of these I.tters 11IIehed to the P.nnsylvanb Inven.
tory forms (RCC) to subslanUate the ballnce you reporL
Note th.t we hive shown the correct reglJlrltlon for ..ch eccounL Also, Int.r"t Iccrued to
the dat. of d..th, If Iny, II list.d u a ..pu.te figure.
, .
tk~
Doris Goodhart
CD/IRA dept.
certificate of deposit 53773 was opened 4/7/84
for $10,000.00, The value as of 8/6/95 was
$10,048.25.
Certificate 58407 was opened 3/9/85 for
$5,000.00. The date of death value was $5,022.52.
Both of these certificates are registered to Horace
E. Rogers of Joy M, Rogers. Horace died 1/15/87.
Certificate 74912 was opened 4/12/88 for $10,000.00. The date of death value was
$10,041.81. This certificate is registered to Joy M. Rogers, alone.
The only accounts still open are the estate account and the 3 certificates. To redeem
the certificates just present them for payment and have them deposited to the e&tate
account. Since the customer is deceased the term of the CD cloes not apply and they
can be redeemed Dt any time.
~Er.EIVEO
OCT 1 6 1995
Anti.d............
LINDEN HAll ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE. PA 17013
71/0249,1978
September 11, 1995
TO: James D. Flower Jr.
Attorney
11 East High st.
Carlisle, Pa. 17013
FROM: William G. Rowe
Appraiser
211 Old stone House Road
Carlisle, Pa, 17013
RE: Joy M. Rogers Estate
Personal Property Appraisal
900 West South street
Carlisle, Pa. 17013
LIVING ROOM
Hutch
Knick Knacks
Chair-Dickinson College
Console T. V.- Old
Desk
Upholstered Platform rocker
Dropleaf Table - Antique
Lamp Table
Floor Lamp
Recliner
Old Sofa - no vlaue
Coffee Table
Lamp Stand
Pair Lamps
Record Cabinet
Electric Organ- old
Pair Upholstered Chairs- old/worn
$ 40.00
10.00
35.00
60.00
100.00
25.00
200.00
5.00
3.00
30.00
o
10.00
20.00
15.00
10.00
20.00
o
PAGE 2
DINING !!QQM
Table/6 Chairs/Sideboard
Hanging Lamp
Misc. Dishes
Old Scales
$ 150.00
100.00
20.00
15.00
KITCHEN
Glassware
Pots/Pans
Dishes-Everyday
Flatware
Small Appliances
Bakeware
Dropleaf Table
Kelvinater Refrigerator - old
Dish Washer- old no value
Kelvinater Dryer
May tag Washer
Misc. Household
10.00
18.00
10.00
8.00
30.00
14.00
100.00
30.00
o
30.00
55.00
10.00
LINEN CLOSET
Sweeper
Linens
Bedding
10.00
20.00
15.00
BEDROOM- STORAGE BQQM
Bedroom Set - Twin Beds
Set 6 Chairs
2 Small Stands
Cedar chest
Punch Bowl
Wall Hangings
Console Table
Set Stemware
Set Dishes
Set Flatware
Sewing Stand
Pair Lamps
120.00
75.00
10.00
65.00
10.00
20.00
85.00
50.00
75.00
35.00
20.00
10.00
PAGE 3
OFFICE
Childs Morris Chair
Fan
Old Frames
Dresser
Office Chair
Desk
Bookcase
Single bed
Small T V
Books
$ 45.00
2.00
20.00
25.00
20.00
10.00
20.00
10.00
20.00
15.00
BEDROOM
Misc. Costume Jewelry
Dresser
Bedroom Chair
Twin Beds
Air Conditioner
Dishes
Luggage
Misc. Household
10.00
20.00
5.00
50.00
20.00
15.00
5.00
12.00
ATTIC
Platform Rocker
55.00
BASEMENT
File Cabinet
10.00
TOTAL
$2507.00
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ACN
m ASSESSMENT I!'
RECEIVED FROM, II CONTROL iii
NUMBER
AMOUNT
FLOWER JAMES D JR
11 EAST HIGH STREET
101
.8,366.69
CARLISLE, PA 17013
lOlD N,ar-
ESTATE INFORMATlONI
m I M R
Ii e 1-199:5-0660
II E OF DECEDENT T)
II TE OF PAYMENT
II POSTMARK
COUNTY
SSN 17e-50-9389
(fiRST) Mil
DATE OF DEAI'H
m TOTAL AMOUNT PAID
.8.366.69
DO
REMARKS
ROGERS
D FLOWER JR ESQ
WILLIAM E
C/O JAMES
CHECK" 36
REGISTER OF WILLS
/;
/1.1"-'.1"')/ 'I i-
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MARY C. LEWL S )'1/1 ," .-/
REGISTER OF WILLS ./ ,',r.
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RECEIVED BY
SEAL
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REV-1547 EX AFP 112-95*
COHHONW{ALTH OF PENNSYLVANIA
DEPAR'~NT OF REVENUE
RUREAU Of INDIVIDUAL TA~ES
bEP'. 211601
HARRISBURG, PA 17128-0601
NOTICE OF INHERIrANCE TAX ACN 101
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 06-24-96
FILE NO.
DAT! OF DEATH 08-06-95 COUNTY CUMBERLAND
NOTE. TD INSURE PROPER CREDIr TO YDUR ACCOUNr, SUBMIr THE UPPER PORrION OF THIS FORM WITH YOUR TAX
PAYMENT TD THE REQISrER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TOI
JAMES D FLOWER JR ESQ
FLOWER ETAL
11 E HIGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
AMount Ra.ltt.d
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiE'v: is'4-j-iif-AFP-nZ-':9ifr-iiii;:'iciuciji-YliiiiiiifANCi-YAinippii'AiiiiiiEN,.-,--m.-ciiiANci-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROGERS JOY M FILE NO. 21 95-0660 ACN 101 DATE 06-24-96
TAX RETURN WAS. I X I ACCEPrED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rod eot.t. tSchedul. Al III
2. ~tocko ond Bondo ISchodulo al 121
3. Clolely Held stock/Partner.hlp Inter.at (Schedul. C) (31
~. Hortaage./Nate. Recelvabla (Schedule D) (41
S. Ca.h/Bank D~o.it./"I.o. Peraonal Proparty (Schadula E) (51
6. Jointly Owned Proporty ISchodul. FI 161
7. Tranlhra (Sch.dul. 01 (71
8. Total A...t.
I CHANaED
108,000.00
7.115.11
.00
.00
39.526.73
,00
.00
lal
154,641. 84
APPROVED DEDUCTIONS AND EXEMPTIONS I
11 .743.46
9. Funarel Expan.aa/Ad.. Co.t./HI.e. Expan.e. ISchedule H) (91
10. Dobh/Modgogo LlobllIU../Llon. ISchodulo I I 1101 3.453,54
11. Tohl DoduoUon. 1111
12. Hat Value of Tax Raturn 1121
15. Charltable/Govarn"ental Baquest. (Schadul. J) 115)
14. Not V.luo of E.t.to SUbjoot to T.. 1141
NOTE I If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAXI
15. ~ount of Lin. 14 .t Spau..l rat. (151
16. A.aunt of Llna 14 t.xable at Lin..l/Cla.. A rata (161
17. Aaount of Lln. l~ taxabla .t Collat.ral/Cl... Brat. (171
18. PrlncJpal Tax Du.
TAX CREDITS I
PAYMENT
DATE
03-12-9
1~,197 nn
139.444.84
.00
139,444.84
.00
139.444.84
.00
.00
8.366.69
.00
8.366.69
X .00.
X .06.
X ,15.
1181
RECEIPT
NUMBER
AA112602
DISCOUNT
INTEREST
AMOUNT PAID
1+1
I-I
.00
8.366.69
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8.366.69
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FDR CALCULArION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TDTAL OUE IS REFLECTED AS A "CREDIT" ICRI. YOU hAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRM FOR INSTRUCTIONS. I
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A[S(RYATJDNI [It,... of decedent. dvlna on O~ before D.c.~.r 12, .,az ~- l' ~y future Int.r..t In thl ....t. I, trenlflrred
In po.....lon or .njoyaent to Cl.,. I (col1,t.r.l) beneflc.srl.. of the dlcldent .,t.r the ..plr.llon 0' any ....t. 'or
11'. Dr for y..r., ~ Co..onw..lth hereby ..pr...ly r...rv.. thl right to IPpr.I.. and ...... tran,"" Inheritance '1M..
It the Jlwful CI... . (coll_t.r.1) r.t. on any ,uch future Int.r..t.
pURPOSE Of'
NOTlCE~ To fulf1l1 the requlre..n.. of SICtlon 2lU of the Inhe,.Uanct and E,ht, hlC Act, Aot Z2 0' 1991. 7Z P.I.
Slatlon 2140.
PAYMENT. O.tlch the top portion 0' thh Notlc. and ,ubIIlt with your PIYlent to thl Regl,",. Df Wllh prJnhd on the r.vlra. lid..
.-"-It_ check or .oMy order pIy.aJl. tal REOIBTER OF MILLS, AGENT
All PIP"'" recllvld me11 first b. eppUad to InY Int.....t whIch ..y b. w. with any r..alnder .,pllad to ttM talC.
AEFUND (CA). A r.fund 0' . t.1C cr.dlt, whIch .... not requa.tad on ttM T.w Aaturn, .ay ba raqua.tad by coaplatlng an "Appllc.tion
for R.fund of pann.ylvanla Inherltanc. ~ E.tat. T.IC" (AEY-131)). ApplIcatIon. ar. av.llabla .t the O'flc.
of tha A.gI.tar of WIll., any of the 2) Aavenue DI.trlat Off Ie.., or by c.lllng the spacl.l 24-hour
an.werlna ..rvlc. ~r' for for.. ord.rlnG' In Pann.ylvlnl. 1-8DD-'6Z-Z05D, out.ld. Penn.ylvanl. and
..Ithln locIl H.rrl.burg .r.. (717) 787-809~, TOOl (717) 77Z-225Z (H..rJng I.,alr.d Only).
OBJECTIONS. Any p.rty In Int.r..t not .atl.flad ..Ith the BPpr.I'.a~t, .110wanc. or dl..llowlne' 0' d.ductlon., or .........,t
0' t.1C (Jncludlng dl.count or Int.r..t) .. .hown on thJ. Hotlc. lU.t ObJact ..I thin .I.ty (60) day. of rac.lpt 0'
thJa Notice by.
--wr1ttan prot..t to the PA D,p.rta,nt 0' R.v.nu., loard 0' App..l., D.pt. Z81Dll, H.rrllburg, PA 171l8-1021, DR
--,Iactlon to hava ttM ..ttar d.taralnad at audit 0' the account 0' the p.r.onal r.prllantatlv., DR
--app..l to thl Orphan.' Court.
ADtUH
ISTRATlVE
CORRECTIONSI
DIICDlMT.
Factual .rror. dl.cov.r.d on thl. ........nt Ihould b. addra..ed In ..rltlng tOl PA D.part..nt 0' R.v.nu.,
Burlau of Indlvldull TIWI', ATTHl Po.t A.......nt R.vll" unit, Dlpt. Z80601, Harrl.bure, PA 171l8-D601
Phone (717) 787-6505. Sla pave ) of thl bookl.t "In.tructlonl for Inherltlncl TIIC Rlturn 'or. R..ld.nt
Dlcadent" (REY-}SO}) for an .wplanatlon of .dllnl.tr.tlvaly corr.ctabl. .rror..
I' InY t.. due I. p.ld ..I thin thr.a ()) c.landar .anth. .,tar thl dacadent'. d..th, . flv. p.rclnt (5X) dl.count of
thl t.x p.ld I. allowad,
Pl:HALTVI
ThI ISX t.. -.na.ty non-participation pan.ltv I. co.puted on the tot.l of thl taw ~ Int.r..t ......ad, and not
p.ld b.for. January 18, 1996, the flr.t day aft.r thl .nd of the talC .an..ty p.rlod. Thl. non-p.rtJcipatlon
panalty I. .pp..labl. In tha .... .onner and In the the .... tl.. p.rlod .. you would app..l the t.1C and Jnt.r..t
that ha. ba.n .......d .. Indic.t.d on thl. notlc..
INTEREST.
Intara.t I. ch.rg.d b.glnnlng ..Ith flr.t d.y of delinquency, or nIne (9) aonth. and one (1) day 'rol the d.t. of
de.th, to ttM d.t. of p.y-.nt. Taw.. which b.c... d.llnquent bl'ora January 1, 1912 b..r Int.r..t .t thl r.t. of
.1. (6X) p.rcant per ~ calcul.tld .t . d.lly r.t. of ,000164. All tawI' whIch bee... d.llnquent on and .ft.r
January 1, 198Z ..Ill be.r Jnt.ra.t at . rata which ..Ill vary froe c.land.r YI.r to cal.nd.r y.ar ..Ith th.t rat.
announc.d by the PA Oep.rt-.nt of Rav.nue. Th. appllcabla Intara.t r.ta. for 1911 through 1996 .ral
t!!! Int.r..t Ra" o.lly Interll' Factor !!!r Int.r.st Rat. Oally Int.r..t FIHtor
1981 zax .000~1 1917 OX .000247
1985 lU ,00041' 1988-1991 llX .DOUat
1'" llX ,oouat 1992 .X .000247
1915 ISX ,000356 199)-1994 7X .00019Z
1... lOX ,OOOZ7~ 1995-1996 'X .000247
--Int.rllt la calcul.tad .. foHow'l
INTEREST . BALANCE OF TAX UNPAIO X NUnBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
--Any Hotlc. I..ued .ft.r thl t.w bacoaas d.llnquent ..Ill r.flact an Int.ra.t c.lculatlon to flftaen (15) day.
bayond thl data of t... ........nt. If p.y-.nt I. .ad. .ft.r the Int.rllt co.,ut.Uon data .hown on tha
Notlc., additional Intar..t aul' b. calcul.tad,
,
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.
.
-
ATI'I\Cf TO Lt;nwS
..
00l'E :
AUGUST 14,1995
JAMES D. FUJNER, JR
SUE E. KREN, DEPUTY
WILLIAM E. ROGERS WERE PRESENI' AND
WITNESSED - MR, PI-lILIP E. ROGERS
MARK
x
ON PSl'ITION OF TESTAMENl'AR'i
LE:ITERS .
...
PER - RALPI-l WRIGHT -
PIDIE cx:MIERSATIal J\OOUST 15,1995.
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STATUS REPORT UNDER RULE 6.12
Date of
Decedent l ......J 'D ct!.L ~eJ 0 -!'-J.-
Deathl 5(- (, -4 ~-
Admin. No. a 1-9.5--066'("',
Name of
Will 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 I
Stat~hether administration of the estate is completel
Yes~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
completel
1,
J. If the answer to No. I is Yes, state the followingl
a, Did the personal representative file a final
account with the Court? Yes No y .
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: 1,-19 - 9"
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JI G. fJ-vt S11 G.-rk~i~~"
Ai:idress
17(7) 'd..J./$-rs/ ~
Tel. No.
. 0-;0
Capacity: Personal Representative
~ Counsel for personal
~representative
(MAHlrmflAMJ)