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15-57-10
.
PETITION .'OR PROBATE and GRANT 0.' LETTERS
~J..q5~'7Jg
No,
To:
Register of Wills lor the
Deceased, County of Climb".. 1 "nil In the
Social Security No, 1 RO-O 1 _q6 1 '} Commonweallh of Pennsylvania
The petlllon of the undersigned respectfully represents thaI:
Your pctllloner(s), who Is/are 18 years 01 uge or older un the exeeutn.."
In the last will of the aboye decedent, dUled September 17
und eodlcll(s) dated ..!L..fu-..
Eslale 01 Bruce W. Bolan
also known as
numed
, 19.Jli1-
(stale r('levant circumstances, c.lI. renunciation. dealh of executor, tiC.)
Deccdel1l""" domiciled at dealh in Cumberland County. Pennsylyanla, wllh
~ is last family or principal resldenee at 714 WeRt Loutb.... St "F!F!t.
Carlisle. PI>. 1701~
1IlKl tllrl'(.t, numlll'r, 'I'wp. ur Buro.1
Decedent. then R 1 )'ears of age, died S..pt,..mb".. 1 , 19 Q'i
at 714 West LouthF!" s!-...""t,. ,.."..11"1,,. PA .
Except as lollow., decedent did not marry, wus not divorced and did not have a child born or adopled
arter execution of the will offered for probate; was not the victim of a ~lIIlng and was never adjudicated
Incompetent:
Decedent at death owned propcrlY with cstlmated values as follows:
(If domlcllL'lI in Po,) All personal property $ 1 10.000 - 00
(If not domiciled In Po.) Personal property in Pennsylvania $
(If not domiciled In Po,) Personal properlY in County $
Value of real estate In Pennsylvania $ , nn . nnn nn
slluatedasfollows: 714 WeRt Lnuth".. St..""t.. ,.."..11"1,,. PA
WHEREFORE, petltioner(s) respectfully rcqucst(s) the probate of the last will ~
presented herewllh and lhe grant of letters testamentary
(IcslllmenliUY; admlnbtratlon C.1.B.j administration d.b.n.c.t,a.)
theron,
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John S. Bolan
714 WF!st Louth"r St""F!!-.
r.~r'iRlp. pa 17nl~
7'7/lt?6 ,..1'11
f . .
-Q~"v l. jL.QQ, :J-T~__
Jane L. SUllivan
7fi1fi nllnR~nn ~~rpph
~p..ingFi"lt! VA ,},}I'il
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY 01' _ ClJoIBERLAND
The petllloner(s) nbo'.e-named swear(s) or affirm(s) that the statements in the foregoing petition are
true aud correct to the brst of the knowledge and belief 01 petitioner(s) and that as personal represen-
tative(s) 01 the ahove decedent petitioner(s) will wi) and tr~IY administer the estate according to law.
Sworn to or affirmed and SUbserlbed~f9-Gj, e.~ I'l
before 111lUhls _ 7th day of j::;',-;l: ':l, 0(\. -~. / 'S'
~t;PTD1BJ':R 1 95 fJ' "
. . J i:
WIRY C. [JMIS Reglsler ~
No.
2l-95-719
,I
,
r
Estate of Bruce W. Bolan
, Deceased
~~~
DECREE OF PRODA TE AND GRANT OF LETTERS
I"':
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AND NOW September 28th 19~.ln consideration 01 the pethlon on
the reyerse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) dated September 27th,l994
described therein be admitted to probate and filed of record as the last will of Bruce W. Rol an
and Letters Testanentary
are hereby granted to John S. Bolan. and Jane L. Sullivan
.
'#1A ^. Pc.:L~t fJJvlt' /f~
~.'orwlII' JLdu
Maty C. Lewis "',- U' .
FEES
Probate, Letters, Etc. .",.,.,. $ 270.00
Short Certlficates(6) ....,...., $ 18.00
Renunciation ..........,..." ~
x-Pages
JCP
Stephen B. Lipson 19453
ATTORNEY (Sup, Ce. I,D. No,)
169 W. High St., Carlisle, PA l7013
ADDRESS
(717) 249-3929
PHONE
~ 6.00
TOTAL _ $ 5.00
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Call Attorney on 9-29-95.
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LnST WILL nND TBSTnMBNT
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BRUCB W. BOLnN
I, BRUCB W. BOLNN, of 714 W. Louther street, Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing
mind, memory and understanding, do hereby make and declare this
as my Last will and Testament and revoke all wills and codicils
heretofore made by me.
FIRST
I direct the payment of my debts and expenses of my last
illness and funeral from my estate as soon after my death as
conveniently may be done. I further direct that I be buried in
the cemetery lot that I acquired in westminster cemetery,
Carlisle, Pennsylvania, using the marker that I previously
purchased at said cemetery.
SECOND
I specifically give, devise and bequeath the sum of
$70,000.00 to my daughter, JANE L. SULLIVAN, of springfield,
Virginia. The rest, residue and remainder of my estate, of
whatsoever nature and wherever situate, I devise and bequeath in
two equal shares, one share to JANE L. SULLIVAN and one share to
my son, JOHN S. BOLnN, of Naples, Florida.
THIRD
I nominate and appoint my son, JOHN S. BOLAN, and my
daughter, JnNE L. SULLIVnN, as Co-executors of this my Last will
~~:
and Testament. Should either of my Co-Executors fail to survive
me or be unable to serve in this capacity, then I nominate,
constitute and appoint the surviving Co-Executor to be Substitute
Executor of this Last Will and Testament. I hereby relieve my
Co-Executors or substitute Executor from the necessity of posting
security in connection with their duties as such in any
jurisdiction in which they may be called upon to act insofar as I
am able by law to do so.
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Signed, sealed, published and declared by the above-named
Testator, BRUCE W. BOLAN, as and for his Last Will and Testament,
in the presence of us, who, at his request, in his sight and
presence, and in the sight and presence of each other, have
hereunto subscribed our names as witnesses.
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REGISTER OJ<' WILLS OF ClJMRF.RI.ANn COUNTY
OATH m' SUBSCRIBING WITNESS
Steohen B. Lipson
ltllllillllk
(cXIl!IlO a subscribing witness to Ihe will presented herewith, (0IllCb(l being duly qualified according to
law, depose(s) and say(s) thnl he was present and saw
Bruce W. Bolan
the testal or , sign the same andlhat h.. signed as a witness at the
request of lestat2.1.:..- In 1ti.lL- presence and (HmliKlUlI*K&X>ll!dtlIl6lfiir) (In the presence of the
other subscribing wltness(es)).
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Sworn III or ufflrmed and subscribed before
me this 7th day of
~enber. 195 169 W. Hiqh
(I.~<IM.<YI(JlU '1 1i!1JJ1J,~.
M C.I.ewis. Reglsler
(Name)
St., Carlisle, PA 17013
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH m' NON.SUBSCRIBING WITNESS
John 5. Bolan ,
(~ a subscriber hereto, (ilIib(l being duly qualified according 10 law, depose(s) and say(s) Ihat
he is familiar with the signature of Bruce W. Bolan
~X
will
testat.o.l:- of (dUl!XcID()QICXlC1IllXlXiJ)IOllX~rox:x'i6(Xo) the
that h..
presented herewith and
0UdR1I X
believes Ihc slgnuturc on the will Is In the handwriting of
Bruce W. Bolan
to the best of ~_ knowledge and belief.
(), /) \ '.--7, ()
Sworn to or arrlrmed and subscribed before "t-t'~ I~~
me this 7th _ day of I
;ll~ 19~ 714 W. T,nll~hpr ~~
~. . C.ou.<<"~, pvv l$.XllPo'JU, tJpJ.<-/-. (Address)
Jary C. Lewio . . Reglsler I
(Name)
~~r'i~1p. PA 17013
(Name)
(Address)
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CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent:
Bruce \~. Bolan
Date of Death:
September 1, 1995
will No:
21-95-0719
To the Register:
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
November 7, 1995:
Date: November B, 1995
d 0"":7 :c""~
;7-,. -. __--<:';
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stephen B. Lipson, Esq.
169 W. High st., Ste. 4
Carlisle, PA 17013
Phone: 717-249-3929
John S. Bolan 714 I~. Louther street, Carlisle, PA 17013
Jane L. Sullivan 7616 Dunston street, springfield, VA 22151
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except: No exceptions.
Capacity: Counsel for personal
representatives
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NOTICE OF DENEFICInL INTEREST IN ESTnTE
BEFORE THE REGIS'l'ER OF HILLS, COUNTY 01' CUI~BERLAND, PENNS'iLVANIA
IN RE: Estate of Bruce H. Bolnn, deceased, No. 21-95-0719
TO: John S. Bolan
714 W. Louther street
Carlisle, PA 17013
Please take notice of the death of decedent and
letters to the psrsonal representatives named below.
have a beneficial interest in the estate as follows:
one-half of estate.
the grant of
'iou may
Name of decedent:
Last Known Address:
Bruce \~, Bolan
714 W, Louther street
Carlisle, PA 17013
Date of Death:
Place of Death:
September 1, 1995
Carlisle, pennsylvania
county of Grant of original Letters:
Decedent di ed testate.
A copy of the will is attached.
Cumberland
Names, addresses, and telephone numbers of all personal
representatives appointed:
Jane L. Sullivan
714 W. Louther Street
Carlisle, PA 17013
7616 Dunston Street
springfield, VA 22151
(717) 486-3031
John s. Bolan
(703) 354-4283
Names, addresses, and telephone numbers of all counsel:
stephen B. Lipson, Esq. 169 H. High st., ste. 4 249-3929
Carlisle, PA 17013
Additional information may be obtained from the undersigned:
Date: Iv~'v, 7 , 1995
__ ,I. 7 -=--
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'Stephen B. Lipson, Esq.
169 W. High st., ste. 4
Carlisle, PA 17013
Phone: 717-249-3929
capacity: Counsel for personal
representatives
'.... ..."...-..,.'
NOTICE OF BENEFICIAL INTEREST IN ESTATE
BEFORE THE REGISTER OF lULLS, cOUN'ry OF CUMBERLAND, PENNSYLVANIA
IN RE: Estate of Bruce N. Bolan, deceased, No, 21-95-0719
TO: Jane L. Sullivan
7616 Dunston street
springfield, VA 22151
Please take notice of the death of decedent and
letters to the personal representatives named below.
have a beneficial interest in the ostate as follows:
one-half of estate,
the grant of
You may
Name of decedent:
Last Known Address:
Bruce 101. Bolan
714 N. Louther Street
Carlisle, PA 17013
Date of Death:
Place of Death:
September 1, 1995
Carlisle, Pennsylvania
county of Grant of original Letters:
Decedent died testate.
A copy of the will is attached.
Cumberland
Names, addresses, and telephone numbers of all personal
representatives appointed:
John s. Bolan 714 IL Louther Street (717) 486-3031
Carlisle, PA 17013 -
Jane L. Sullivan 7616 Dunston Street (703) 354-4283
springfield, VA 22151
Names, addresses, and telephone numbers of all counsel:
stephen B. Lipson, Esq. 169 N. High st., ste. 4 249-3929
Carlisle, PA 17013
Additional information may be obtained from the undersigned:
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Stephen B. Lipson, Esq.
169 N. High st., Ste. 4
carlisle, PA 17013
Phone: 717-249-3929
Date:
/v'(, V ' 7
, 1995
capacity: Counsel for personal
representatives
_.....~--_.~......~ '-
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D'~~'~~'<:082~34 COMMO~~:~~~T ~:R~:~:YLVANIA
[;~,'~';;I""; . OFFlCIALRECEIPT . PENNSYLVANIA INHERITANCEAND ESTATETAX
.
RECEIVED FROM:
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ACN
ASSESSMENT P:'I
CONTROL i;,I
NUMBER
AMOUNT
LIPSON STEPHEN B
169 W HIGH ST SUITE 4
101
_6,000.00
CARLISLE, PA 17013
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ESTATE INFORMATION:
S FILE NUMBER e 1-199~-0719
EJ NAME OF8l5f.~~T BA~ W
II OATE OF P1yr)"M 1/9~
r.s POSTMARK DATE
J;I 0/00/00
COUNTY CUMBERLAND
SSN IS0-01-96ee
(FIRSTI
(MI)
DATE OF Ob~~OI /9~
REMARKS TREASURV DEPARTMENT
FEDERAL CREDIT UNION
CHECK. 108901
m TOTAL AMOUNT PAID
-6,000.00
DO"'
RECEIVED BY 9'rtL.9AJ 'd;f~ 'u^ ) 11 "I'
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MARV C. LE IS "
REGISTER OF WILLS) /U-..--; /..'/?
SEAL
REGISTER OF WILLS
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RECEIVED FROMI
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ASSESSMENT Ii'
CONTROL ~
NUMBER
AMOUNT
LIPSON STEPHEN B
16~ W HIGH ST BUITE 4
101
.6,000.00
CARLISLE, PA 17013
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ESTATE INfORMATIONI
!t fiLE NUMB R
g el-l~~l5-071~
I:'I NAME Of DECEDENT (LASTI
1;1 BOLAN BRUCE W
II OATE OF PAYMENT
m POSTMARK DATE
COUNTY
CUMBERLAND
DATE OF DEATH
SBN IS0-01-~6ee
(fIRSTI 1M II
REGISTER OF WILLS
m TOTAL AMOUNT PAID .6,000.00
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RECEIVED By}}I.O\~i c.l ~. "1-1,/
V SIGN'TU~ K/t.PI'J /.U,il(.,
MARV C. LEWIS I /
REGISTER OF WILLS
REMARKS
SEAL
KARLA M BT.JOHN
C/O STEPHEN B LIPSON ESQUIRE
CHECKlI 11 e3
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DlPARTMlNT Of R1VftlUt:
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ItAUISlUIIG.'A 17 21.0001
D CI Nl' NAM IIA I. I".. "ND 1011001
BOLAN, BRUCE W.
SO(IAl lUCUIII" NUMUII
1_ I10R DATIS 0' DIATH AFTIR 12/31/91 CHICK HIRE
INHERITANCE TAX RETURN ~o~:::n:~DITI5CLAIMID 0
RESIDENT DECEDENT Fill NUMBER
(TO BE FILED IN DUPLICATE 21 95 0719
WITH REGISTER OF WILLS) COUN1Y COOE YEAR NUM8E~
INllAt OI(IO(N ., COM'ttU ADDlU
714 West Louther Street
carlisle, PA 17013
c..", Cumberland
"MOUN I UCU\lID IlUl INSU:UClIONSI
$IOHAlU ~9' '1I1'AIU O'ttl....1HAN "'IIUINT"lIYI
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180-01-9622
N.A.
(]g 1. Original Relurn
o A. limited E.lale
D 2. Supple menial Relurn
o 3. Remainder Return
(for dol.. 01 d.alh prior 10 12.13,021
o 5. Federal E.lale Tca Return Required
o .40. fulur. InlerOlt Compramhe
(far dOl.' of dealh olt.r 12.12.82)
~ 6. oecedenl DIed Tlllale 0 7. oeudenl Molnlalned a living Trull
(Alloc.h copy of Will) (Alloth c.opy o' Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO"
HAM (OM'lIU MAIUt~a "DOlUS
Ste hen D. Li Bon 169 West High Street,
III1'HON,NUMm Carlisle, Ph 17013
249-3929
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1. Real E.lale (Sc.hedule A)
2, S,ocL. and Oond, (Sch.dul. 81
3. Clolely Held Slotk/Porlne"hlp Inlerllt (Sc.hedule C)
A. Morlgag" and Nolel Rec.elvobl. ISch.dule 01
5. Calh, Bonk o'polih & Mllcellon,oul P.nonol Properly
(Sch.dul. E)
6, Jalnlly Own.d Propor'y (Sch.dule FI
7, Tran.'", (Sch.dul. GI(Schedul. LI
8. Tolol Gran Aueh (lolollln.1 1.7)
9. Funeral bpen"l, Admlnlllrollve COlh, Mhulloneoul
El'lp.nlll (5c.h.dul. H)
10. D.bll, MOrlgoge lIabllltlel, lI.n. (Sthedule I)
11. Total Oeducllonl Il0lalUn" 9 & 101
12. Ne. Volu. of Ellale (line 8 mlnul line 1 ')
13. Chorltabl. and Governmenlal 8equelh (Schedule JI
1.4. Nel Volu. Sub .cllo Toll. lIn. 12 mlnullIn. 13)
IS. Spoulol Tronlf.n (for dOl" of death oh.r 6.30.9.4)
S.. In'lruc.llonl for Appllc.obl. Perunloge on Revene
Sid.. (Indude valu.. hom Sth.dul. K or Schedul. M,I
16. Amount of line 1.4 tOKobl, 01 6% lole
(Indude valueI from Sthedule K or Sthedule M,I
17. Amount of line 14 tOll.oble 01 15% role
(Indud. valu.. from Schedule K or Sthedule M,)
18. Pllntlpol tax due (Add tax from lInll 15, 16 and 17,)
19. C"dlll Spoulol Poverly Credit Prior Poymenll
+$llOOO.OO
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_ 8. Tolol Number of Safe Depalll Ba....
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(71
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(91.~J~..l.9
110) 12000.00
1111 E.!..06.:, 19
112) 227,370.95
113) 0.00
(141227,370.95
1151 N,..A.
1161 22L370.95
1171
)C._II
lC,06a 13642.26
)( .15 III
OilCounl
+ 631.58
Inlerlll
(10113642.26
(19112631.58
(20)
:ZOo If line 19 II greoler than line 18, enler the dille"nc.e on line :ZOo This II .h. OVERPAYMENT.
ImID
21. If line 18 II grealer .hon line 19, enler the dill.,ente on lIno 21. Thll h the TAX DUE.
A. Enter tholnler"t on th. balonu due an line 21A.
0, Enlor ,h. 10'01 01 line 21 and 21A on lIn. 218, Thh h Ih. BALANCE DUE.
Make Check Poyobl. 101 Regll'" of Willi, Ag.n'
Check hl.'rc if you OIC fcqucsting a rofund of your ovcrpaymonl.
(21)' n1 0 f\R
(21AI 0 00
121B11010.f\R
'\;l~~~< ' BE SURE TO'ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK;MATH' ,
Under penolll.. of perlury, I d.dore Ihatl hove IIl.omln.d thh relurn, Indudlng otcompanylng Ith.dul.. and .tolem.nh, and to Ihe bell af my knowl.dg. and bell.f,
bit II 'rut, correct and complete. I dedoll that 011 IIoleslale hOI been IIporled 01 true morletl value. O.dorollon of preporer olh.r Ihon the penonol reprelentotlv. II
alld on alllnformollon of whlth preporer hOI any knowl.dg..
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CUmburl;lild CO" PA
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Aet '48 of 1994 provld.. for the r.duetlon of the tax rate. Impo..d on the n.t valu. of transf.r. to or for
the u.. of the .pou... Th. rat.. a. pr..crlb.d by the statute will b.1 ,
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. 3% (.03) will b. appllcabl.:fo': ..tat.. of d.c.d.nt. dyIng on or aft.': 7/1/94 and b.for. 1/1/96
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· 2% (.02) will b. applleabl. for .stat.. of dec.d.nt. dyIng on or aft.r 1/1/96 and b.for. 1/1/97
. 1% (.01) will be appllcabl. for ..tat.. of d.cedents dyIng on or after 1/1/97 and before 1/1/98
· Spousal transf.r. oeeurrlng on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS.
1. Old decedent make a transfor and:
a. retain the use or Income of the property trahsferred, .......................................................
b. rota in tho right to deslgnato who shall use the property transferred or Its Income, ...............
c. re'ain a reversionary Interest; or ...................................................................................
d. receive the promise for life of either payments, benoflts or care' .......................................
2. If death occurred on or before December 12, 1982, did decedent within two years procedlng
death transfer property without rocelvlng adequate consideration' If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate ,consideration' ... ........................... ................. ........... ....,... ............. to.. '" ......., .....
3. Old decedent own an 'In trust for', bank account at his or her death"'....................................
YES NO
'X-
X
X
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETG SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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UV,U02lX+ 112,111
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COMMOHWIAUH 0' ,IHHmVAHIA
INHUIlAHCe fAlC .nUIN
II!"DI:Nf OlClDlNf
~
ESTATE Of FIL-E NUMBER
Bolan, Bruce W. 21-95-0719
IPr.p.rty 1.lntly..wn.d with Rlght.f Sur.I....htp mUll bo dl"I..od.n Schodulo fl All ro.I..I.t. .h.uld b. rop.rtod at f.lr markel.aluo
which I. dollnod a.th. prlc. at whIch pr.porty would bo o..hangod botwoon a willing buyor and a willing .ollor. nollhor bolng campollod
10 bu or '011, b.th ho.lng roo..nablo knawlodgo .f tho rolo.ant foci..
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1,
All that certain lot of ground situate in the Boroug
of Carlisle, Cumberland county, Pennsylvania,
together with the improvements thereon erected,
known and numbered as 714 West Louther Street,
Carlisle.
$115,000.00
TOTAL AlIa ontor.n IIno I, Roca lIulall.n
(" more 'pac. II n..eI.el, In..rf nclrJiIlonal.h..,. 0' ,om. dl'.)
5 115,000.00
II\lUoeU.p.I7I
'*'
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa.o Print or l' 0
FI EMBER
21-95-0719
"
Ca/olMaNWUUH a' ~INNmY'NIA
INHII.tANCI fA lnuaN
aUIDINT ole OINT
ESTATE OF
Bolan, Bruce W.
(All prop.rty lolntly.own.d wIth the Right o' Survlvouhlp mull b. dhd...d on Sch.dul. '1
;~
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1 .
Mellon Bank, C.D. No. 00013822
Orrstown Bank, C.D. No. 606-0051740
$25,000.00
$8000.00
$90,000.00
2.
3.
Farmers Trust Co., C.D. No. 001-0107344
4. Farmers Trust Co., Money Market Acct. No. 00376469 $9614.l4
5. Snow Blower
$50.00
$215.00
$100.00
6. Treadmill
7. ' Dryer
8. Miscellaneous personal property sold at yard
sale
$498.00
9. 1994 Buick Regal titled in dscedent's name (but
subject to agreement for return at decedent's
death to John S. Bolan - see Sch. I
$l2,000.00
TOTAL AI.a onlor an IIno 5. Roca
5145,477.14
IAnaa. addlllanal 8~- )( n- ,h..III' more .pa" I, n"d.d.)
U\lUIIII.,'.1I1
.. .--....--....-...---- -~-
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWIAlIH o. rlNNinVAHIA
INHUIfANCI IAII: UIUIN
IISIDINI DECEDENf
.
Please Print or Tv e
F NUMBER
21-95-0719
Bolan, Bruce W.
ITEM
NUMBER
A. Funeral Expense.,
I.
2..
3.
4.
5.
B.
1.
2,
4,
C.
1.
2,
3.
4.
S.
6,
7,
8,
DESCRIPTION
westminister Cemetary
Ewing Brothers
George's Flower Shop
Sunnyside Restaurant - funeral reception
Rev. James J. Ferguson
Administrative Costll
Porsonol Roprosonlo,lyo Commissions None
Social Securlly Numbor of Porsonal Ropro,onla,lvo,
Year Cammlsslons paid
Allornoy Fo.. stephen B. Lipson, Esq.
3.
Family exompllon
Clolman' John S. Bolan
Rolallon,hlp Snn
Addross of Claimant at docodenl's dealh
Str.o' Addross 714 West Louther Str...,"-
Clly Carl!.' 1 P
Sla'o ....EA- Zip Cad. 1 7 n1 "l
Proba'o Foos Register of Wills
Register of Wills
- granting of letters
- filing of inheritance
tax return
MlleeUoneou. bpen.e..
Cumberland Law Journel - advertising of
estate
Patriot News Co. - advertising of estate
John Bolan - commission on sale of realty
The sentinel - advertising costs for sale of realty
Recorder of Deeds Office - transfer tax
Borough of Carlisle - water/sewerdeducted at
settlement
Gilbert's Pest Control - termite inspection &
treatment on realty
Orrstown Bank - bond' fee
~ See attached sheet
TOTAL (AI,o onlor on line 9, Recopllulollon)
(If more .poee I. needed, In.." additional .heet. of .ame .Ize.)
AMOUNT
$780.00
$5829.00
$446.79
$639.61
$100.00
$1020.00
$3500.00
$299.00
$15.00
$40.00
$51. 89
$4600.00
$186.09
$1150.00
$73.37
$978.00
$3'.00
521106.19
SCHEDULE H
Extra sheet
9. Bean's
lO. Costs
Carpet House Inc.
of sign/pictures
fix-up costs on realty
for sale of realty
$1201.86
$l92.58
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CQMMOHWIAlIH Of PlHN,nWoHIA
IH"lIlIAHCI tAlll1UIN
IISIOIN,OleIO(NI
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI. a.. Print or TVp.
FILE NUMBER
21-95-0719
i
'-\
ESTATE OF
Bolan, Bruce W.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1,
John S. Bolan - the funds for purchase of the 1994
Buick Regal were furnished by John S. Bolan, who
entered into a verbal agreement with the decedent
that the decedent would have a life estate in the
automobile. The vehicle would be returned to John
S. Bolan upon the death of Bruce W. Bolan.
$12,000.00
TOTAL (Allo .nler on IIn. 10, RlCopllulollon)
llf more 'pace il need.d, lnl.rf odcJil/onol ,h..ts o( 10m. sill.}
$12,000.00
.
I.V.UUfhIJ-l71
*
CDMMOHWfAUH 01 ,'NNUlVAWA
INHUIIANe. fAX _nul..
,"10.H.OICIOIN'
SCHEDULE J
BENEFICIARIES
FILE NUMBER
ESTATE OF
Bolan, Bruce W.
21-95-0719
ITEM
NUMBER
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
A. Taxable B.qU'11&1
1.
Jane L. Sullivan,
7616 Dunston Street,
Springfield, VA 22151
Daughter
First $70,000.00
and 50%
of remainder
2. ,
John S. Bolan,
10265 N. Tamiami Trail, Ste. 5
Naples,FL 33963
Son
50% of
remainder
ITEM
NUMBER
AMOUNT OR
SHARE OF ESTATE
NAME AND ADDRESS OF BENEFICIARY
8. Charitable and Governmental eequ..lll
1. N.A.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aho onler on lino 13, Recopllulollon) S
(If mo" .pac. I, n..ded, In..rt additional .h..t. 0' 10m. .....)
~....... ............... ....-.
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ACN
ASSESSMENT P:'
CONTROL I:iI
NUMBER
AMOUNT
RECEIVED FROM.
i
LIPSON STEPHEN B
169 W HIGH ST 8UITE 4
101
'1,010.68
CARLISLE, PA 17013
IOID HII'_
ESTAT! INfORMATION.
mlNUMR
III el-199:'S-0719
EJ NAME Of DECEDENT LASl)
II DATE Of PAYMfNT
m POSTMARK
COUNTY
SSN 180-01-96ee
IfIRSl) (Mil
DATE Of DEATH
SEAL
JANE L SULLIVAN
C/O STEPHEN B LIPSON ESQUIRE
CHECK" 346
fa TOTAL AMOUNT PAID
$1.010."'8
VZ
REMARKS
RECEIVED BY
SlONAfUIII!
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
, i
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REV-lS47 EX AFP,(12-9S*
CoHHONWEAl TIt Of' PENNSYLVANIA
OfPAATHEHT Of' REV[HUE.
BUREAU DF INDIVIDUAL TAkES
DEPT. ZI0601
HARRISllJtO, PA 17121"0601
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 09-10-96
E 0 FILE NO.
DATE OF DEATH 09-01-95 COUNTY CUMBERLANO
NOTEo TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS, HAKE CIIECK PAYABLE TO "REGISTER GF WILLS. AGENT"
REMIT PAYMENT TO:
STEPHEN B LIPSON
STE 4
169 W HIGH ST
CARL!5LE PA 17013
REGISTER OF WILLS
CUMBERLANO,CO COURT HOUSE
CARLISLE, PA 17013
AMount Rallittad
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
rfEV:is4i-EX-jiFP-nZ:9iii-iiiificE"Oj:-YNHEifii'iitfci!-TAX-jippiiiiisEH€iir-,--jiLL'owANci!-oli--..---------..--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOLAN BRUCE W FILE NO. 21 95-0719 ACN 101 DATE 09-10-96
,
.1
,
:
.,
TAX RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I CHANGED ,
115.000.00
.00
,00
.00
145 .477 ,14
.00
,00
IBI
1. Ra.l Eat.ta (Schadula A)
2. Stock. and Bond. (Schadul. B)
3. Clo.alY Hald Stock/Partnar.hi!' Intar..t (Schadul. C) .
4. Hortaaga./Nota. Racaivabl. (Schadule 0)
S. C..h/Bank Dapoait./Hi.c. P.r.on.1 Prop.rty (Schadul. E)
6. Jointly Ownad proparty (SGhadul. F)
7. Tran.f.r. (Schedul. 0)
&. Total A~..t.
ClI
(21
, CSI
(41
tSI
(61
(71
260.477 .14
APPROVED DEDUCTIONS AND EXEMPTIONS:
21,106.19
9. Fun.ral EMpan.a./AdM. Coata/HI.c. EMpan.a. (Schadu1. H) (9)
10. D.bh/Hod.... L1.b1l1U../Lhn. (Sch.dul. II ClOl 12.000.00
11. Tot.l D.duction. (11)
12. N.t Valua of TaM Raturn . (12)
13. Ch.rltabla/Govarn.ant.l Oaqua.ta (Schadula J) (13)
14. Nat Value of E.t.ta SUbject to TaM (14)
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
, re~lect ~igures that include the total o~ ALL re~urns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Lln. 14 at Spou..l rata (15)
16. Aaount of Lina 14 i.Mabl. at Lin.al/Cla.. A r.t. (16)
17. AMount of Line 14 taMabl. at Collatara1/Cl... Brat. (17)
18. Principal TaM Due
TAX CREDITS:
PAYHENT
DATE
11-21-95
11-21-95
04-16-96
33, I 06 I q
227.370.95
:00
227.370.95
,00
227.370.95
,DO
)( .OOg
X,06.
X .15.
ClBI
,DO
13.642.26
.00
13.642.26
RECEIPT
HUHBER
AA082334
AA082335
AA112738
OISCOUNT (.1
INTEREST C'I
315.79
315.79
.00
6.000.00
6.000.00
1,010.68
AHOUNT PAlO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
13.642,26
.00
.00
,0,0
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ,ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REGUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDn" (CRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
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JRD/Junc 30, 1992/ I 7858
REGISTER OF WILLS
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
NonCE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULFS
To: Personal Representative
Counsel: S'l'EPHEN B. LIPSON, ESQ.,
RE:
Estate or BRUCE, W. BOLAN
CAKu~~u~ OUMUUun
, Deceosed, Late or
Estate No.: 21-1995-0719
Date or Decedent's Death: 9 -l- 9 5
Pursuant to Rule 6.12, the above named personal representative or the above na!lled attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is
completed, Is required to tile 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 tiled 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 of Wills
Is required 10 notify the Orphans' Court Division. Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sancllons should be Imposed upon the
delinquent personal representative and the delinquent personal representatlve's c;ounsel, If any,
Accordingly, If the requlsile Status Report Is not filed by 10-3u , 19,:,~ you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12,
Date: 10- 14 . 9 7 fit WJ..{ r.'J.I)),l,.AA.. -P-L'L V n Y1, ,U ULf)p,tLt
Depii'iYiiegisler of Wills "-1
Distribution 10 Estate File
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
B,- t!Cc':' Ic~
,C;;,-'. ,., -f, ~, I 'l'?~'
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Date of Deathl
Will No,
Admin. No. ,_2/_ 9'.5'- {)7/P
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 estatel
1.
Stat~~ether administration of the estate is complete I
Yes No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
J. If the answer to No.1 is Yes, state the followingl
a. Did the personal representative file a final
account with the Court? Yes No ,;...-----.
b. The separate Orphans' Court No. (if any) for
the personal representative's account is: J/;(~
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 Orphalls' Court and may be attached to this report.
Date:
0:.-'/, It/I Fl'l/
(oj ../
1/.' ' .
/---77:'-'c.
Signature
/./ 0'
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type or pint)
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Address / / /'/1 17c'>/j
17/7) ...2-Y'7-']> 7/-7
Te 1. No.
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Capacity:
Personal Representative
(MAH Irmf/ AMJ)
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~---Counsel for personal
representative