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HomeMy WebLinkAbout95-00739 :\ ':' ~t~L x~;-.:~\:~ ,(.j; :.;~; ; .-.~,' ;:;\""". Ii" RegIster of Wills of CUMIlERL^ND County. PennsylvanIa PETITION FOR GRANT OF LETTERS Eutaol Stewart H. DePugh No. 0>/- Cf oS - 7.J1 lIIIo known u .o-ued Iodal SeculI1 No. 165-16-9961 "11O"'It"'I. W\O 11I11. ".11&'01.01 D4*. "'''CIM) tr. fXIIoO'LETE 'A' 011 '8' BElOW~ ~ A. PfOba,. and Granl 01 L.Ulra T.lltmlntary and awr ""I PtlttllNr(.) iIIl/'I lit _ ~ ... lit Ion WlI 01 lit Ototdont dllId J u 1 y 18, 1966 W CO<IcI1(I) dlltd ... fIIiIWVIIt"""IWQt,.... ~~ ".......... E>cepl u "'now.. Dtctdonl dd nOl mall)', WI' not di"lrt:ed, and dd ncl hi... a eM:! bom or adop~ thor a.toJ1ion ctlho cIoc.mt<IlI ""tfld lor plObato, "" nOI"...ct:m ct. kDJ.,g IIId.... nt_ adjudctltd I'Icomptltnl: Cl B, Gran' of L.lI.ra of Admlnlltratlon ......~:,.,............................................ Patilionar(,'allor a PlOptI' ..arch hI""-... llcet\alnad lhal o.oodonlllft no WDJ end wu IlnlYOd by Iho fclbwing "POU" (11 all)') W "Ira: Na..... Rtlll...ohlp Rt._ IN AU 4 'I ..".UOIO"o&l......~-....y. Dtctd.n, "" dcmlelltd 11 clulf1ln Cumbe r 1 a nd Co<oll)', Ponnl)'l'I'Iria. wllll hi"".. ....,laJTojl)' O'prineJpal...ldtnceal 1532 McCormick Drive, Mechanicsburg, P^ 17055 (w.t..... rr..tr\W Ind rr..nClPlJl1)1 o.oodont,lhIn 81 ru" ol.gl, chcI September 17 '''~ . Leader Nurs ing Home East ~ Do<.dtnlal dtalf1 ownod plOptll)' wlt111~mllod valu" II lo!owl: yo: 50 000 00 (If dcmia'led'" PAl AI ptMnaI proptl\)' . . ' . (If nol dcmlelltd ... PAl Ptllonal plOporty In Ponno)'!vWIlo . (If nO! dcmlelltd... PAl PtIIOnaI propt<l)' In ~ . Val... o,..al IIlIlt ... Ponno)'!vWlla . otuttd IS loIowo: . "",..10... P.~~onar(.) "'PKlfvn1Itqu"~'1 lit proba>> of lht 10.1 Will tIld Codicl(l) I"''''~ wlIh tII. p.tiIion &lid ". grant of Itnora ... IIf approprlato Iorm III "" undtrllQ'*l: Fcnn .RW,\ ..... 1012 ',_td br ,.. "."",,"'Ilo 11M A...dlllotl "'1 J , Oath of Personal Representative Commonwealth 01 P.nnl)'lvlnla Count)' 01 Cumberland Th. p.tltloner(l) abov..named lWear{l) or llIlnn(l) Ihlt th. Itlt.mentl In th. Ior.golng PllI\Jon Ire lrue and corrtcllo lha bill 01 Ihe knowledge and beDal 01 p.tllIonar{I)lnd Ihll, U plrsonal IIp1.IIn1l1lve(l) 01 1M Dtctdenr, p.tllIonar(.) VIi" weD and ~drnnl~er tha .lIat, ICCOrdlng ~Iaw, Swllmlooralfjrmedlnc!lubsctlbed (,-1(.(4-<, J-t"'jt JH.at._ ~f- belore '"" till, 2nd ~ of ./ (/ fI October '8~ '7nl1l(J C'. ,Y:",;. ,),J)ii)r"3 For Ihe R.gllt.r No. "-Q'i-7":1Q &11t.ol Stewart R. DePugh Deceued Soelal Security No: 165-16-9961 OaleofDelth: September 17, 1995 AND NOW. OCTOBER ~ . '11 Q" . In consideration of Ihe Petition on Ihe r.vers. Ilde h.r.on. satisfactory prool having been plos.nted belor. me, IT IS DECREED Ihal L.ners iii Testamentary Q or Admlnlstrltlon &.a.ALL&.i"""""" ...; .......... &:wtW,; 101.,.. ~ Ir. hereby granled 10 Denise Ann DePugh Kelly .' In Ihe above estate and Ihatthe Inslrumont(l) daled J u 1 y 18, 1966 described In the PeUtlon be admlned 10 probele and filed 01 record as the last WID 01 Oecodent. FEES Lel1erl ..................... I 80.00 Short Cer1lficale(s)lO. . 30.00 Renunciation ......."... . AIIldavtts ( ) ............ . Exlra Pages (2)....._. . 6.00 CocIcll ...._...._.......... I .lCP F.. ._............,.. . 5 . 00 Itwentory .................. . ()ther ....................... . '/)')(l,?o C. ~,..~ B~.pi> 1J"~d~ II" ~ , '\ Altorn.y: LD.Na: Thomas M. Devlin, Esq. Addr...: 34993 1802 Market Street Camp Hill, PA 17011 (717) 730-9878 T.lephon.: TOTAL _.......... . 121. 00 ,..,. IRW.\ PAQlI 011 "'poI'" 17 ,." PtMl1tv.... 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Pennsylvania. being of sound mind. memory and /understanding, do make. publish and declare this as and for my I Last Will and Testament, hereby revoking any and all Wills by me at I, STEWART R. DePUGH. of Lower Providence TownshiP. I I i :I ;1 any time II ,I Ii II named to heretofore made. ITEM I: I order and direct my executrix hereinafter pay all of my just debts and the expenses of my funeral as soon as the same can conveniently be done after my decease. I ITEM II: All the rest, residue and remainder of my I I estate. of whatsoever kind and wheresoever situate. whether real. personal or mixed, I give, devise and bequeath to my daughter. DENISE ANN DePUGH KELLY. of Germantown, Pennsylvania, providing that she shall survive me. In the event that my daughter, Denise Ann DePugh Kelly shall predecease me leaving issue. I give. devise and bequeath all the rest, residue and remainder of my estate. of whatsoever kind and wheresoever situate, whether real, personal or I mixed. to the issue of my said daughter in equal shares, share and I) share alike, per stirpes and not per capita. In the event that my ,il daughter, Denise Ann DePugh Kelly should predecease me without Ii I issue, I give, devise and bequeath all the rest, residue and re- , 1 mainder of my estate. of whatsoever kind and wheresoever situate, ~ whether real, personal or mixed in equal shares to my sisters, II LaRue DePugh O'Neill and Violet DePugh Kindy, share and share " I' I aUke. !I I ITEM III: I direct that any portion or share of my estate falling to any minor shall be retained by my executrix in to appl)lsuch parts of the incOllle and principal thereof 1n. "'. ~', . '. '-1'''; '. ,'. .' ',,' I , ./' ,': . ' i,' ,\ ". d, " ,'i ...., .. ~~t:;~:nf(J~~"\i;;~;;:; Ii> ,h~;t\ i.;'. ,; "'r,,\.,~,.,..~.:.) "i)' :-:,,;;::1 ;/:~~, "'l~"'""";' ~" I.y: :\,:; # 1j.tl..'t''';t;:..}"tt..~.,;t:,J . -l.X-.,~,~_;t.", i \,- ;- 't-".:';':'J~.., "-_,~.,:!~_- t'o,'f"',:, .'f '. ,..,.,);:.,.~..tj"~'l '''1.~;.. ~r:,:~F ..",; ~-~~~~.t.',.'\f~'(fl~:~:_,~; i.H'~V4\~l~_:";~;;' "\. i -,; :','\_ t:,." 'I.J,,/t Y '-1-', >1<>'l.LV'~- . .-, ,,~.~: )(:: "i<;; ~",.'?,h-,,~~-;ti_:;':-',;,:':: , ';.: ::.:,'!'~:~::-._-~..:,j;~'J;:,_rJ ~'.,~' :,~-/~, f, -:fSI.,!.\\.\"".t'I'H...., ',?hji;,.f,,' ~ , '~- ",_""1\,,, ..' {e_,_ ,....,..1 ,'~ ~-I''''.:..(..v7'..~h~..- .,d,~. ".':;..'ij.~,./~{,,!'J.,r;.-l\i - "1-' t"j~~\t.:- ,j,J:'./'}'(j :\.J),;'i'it\~J....." ~,<~:~ ;:;;1":_,,'\.~~_.~:--_:.~~~.i~~ '~.0:t+'l1':i" y. :-,,"~;~ ~-' .' ,~'-/ ,;,~.;\~'i(. ,'W",> ~,~ ":.{,;.:;_~/:/ ,>,~~'~' jJ:,;J.,-.~~,~'".:::,;. (~::~} ~~.~~~~z'~',~i~~~~\'~~(,~'t~ ,~''J.::F.t;:tJ~.b,::'''~~'!(O': ~.;,~~~~:,/; ,~).~f~,~;}.t,;i{~:tii ", ,~ '~-:Ij~~~~!._:~.i~~' _t~'~~J-~,~.'~,~;~~.~ t:~~~\ {t~i~.~-,~#!~~')l\Ji~_~~~,~f.:'.~, ~'j,,::~::~,t..{,::. ',~~'~ "",'- ~(tl,'-':-1~),...~r ". ,'. "."1.t"J:......--lf.....-'",--.", , 'i ',' --"';,'.''..-" .,,", -','J,-, ~ .....-.'_,If ::,'1',.." ,""" __' ",f )'1 " '., i' . '~',",\:" ~)Iot'.r;~.l~,: ",->;jl, ~:-;:~'"i.,<\,._.,--t;\~;;,'r;;"'/~;~\';'~','- ',~ ," .' ',: _' , __ ;, "_ !~\:,:,,'-:,lll'V!..,~;\,I';~ -'~>\'f''''j\J~'t;l' .' . f _" . ~-;;-~,;}:f,Ji-.-tt~~.~:/# "";"'.' '.~ _,H:,,,;-'" \1'- ",) i . ' I i , , I I I i ;! II I , h i , I,t 'I ; the , i! sole discretion of my executor as may be necessary for the '::~j , . " ;.1 " ,.,-', 'I minor's maintenance, education and medical care, and any balance Ii II remaining in the hands of my executor shall be paid to the minor Ii il upon attaining the age of twenty-one years. I direct that such II payments for maintenance. education and medical care shall be made I' ii without the intervention of a guardian, and the receipt of such !/ person as may be selected by my executor to disburse the same " !I shall be a sufficient acquittance. II II " li 'i II and interests in my estate. whether prinCipal or income, while in II the hands of my executor. shall not be subject to attachment, I' II II execution or sequestration for any debt, contract, obligation or ill1abil1ty of any legatee or beneficiary. and shall not be subject r ,/ to pledge, assignment, conveyance or anticipation, and the persona ,:11 receipt by such legatee or benefiCiary shall be the sufficient and II only d1Bcharge of my executor. I II II named. for the payment of my debts or for any purpose of administr _ II II tion or distribution. to sell any or all of my real estate. at II public or private sale, for such prices and upon such terms as to :i !: cash and credit as it may deem best. and to execute deeds of con- ij II veyance thereof, without liability on the part of the purchasers II I, to see to the application of the purchase moneys. This power shal ." ' ,~:' '. " . . ,:; ITEM IV: I direct that all leg~cies and all shares ';':. ':.~i; ".'j , , . ',I I TEM V: I authorize and empower my executor hereinaft r .: ,';: :: not be construed to work a conversion of my real estate, unless an i , , until the power is actually exercised, nor shall this power be , construed to extend the lien of debts. -2- ., -j" .' ''-'.. ,!" " .>\ - "<i'''!:~r:'' "',,: <.' '~" ,,'.f'f}f. ~'.~.~,~< j,;,J ..~ ,~- (. ~ ,",:"\'" . " ~, ~')\r. .;.,,~.., ".~. -;,,',\Tr, .~\'V!":'~:['!.-"" \-..J...,....I,. ":"[' ..~(\.;. . i....' ....' '~.,........, ."._~'f-~ ,"'" .'~rl. "..... 1,.- '}"""-1'-.> '~i"J 'ioM\'6 i'f:~ ~:t:i)~:!;'J.. "f{t~~', 1",.,.1" ,,' ;''\~l' ~,. ,','..:" ~ Ol "i'" "'_ i~,_ ~::~ Z. 1':', . ~ " \, , ' .. ," "'(": '- .' '; ~....' ..... t' '''':~'. I., " ';,.: : ~.~ .';-. "c,; 'j..-,.' .~, - ',F, 1,' ,,".r'" " , .. :.1 . >.:: ~.; t;.,.~';.'i.,: ~i ' I , :1 i i1 i [I LASTLY: I nominate, constitute and appoint my daughter II DENISE ANN DePUGH KELLY, Executrix of this my Last Will and Testa- I!ment and I direct that she shall not be requir.ed to enter security II \ in any jurisdiction in which she may act. In the event that my I daughter.Denise Ann DePugh Kelly, shall predecease me or shall for 'I I, Ii any other reason be unable to act, 1 nominate, constitute and ap- 'I I II point CONTINENTAL BANK AND TRUST COMPANY, of Norristown. Pennsylvan a. I' las my executor . to act in her place and stead. i I I seal this IN WITNESS WHEREOF, I have hereunto set my hand and 18th July . 1966. day of 1st --->1 Ir ~tl f Stewart t'i? g, R. DePugh ';./~'I ,--;f",....... ) Signed, sealed, published and declared by STEWART R. DePUGH. the above named testator, as and for his Last Will and ITestament. in the presence of us. who at his request, in his pre- Isence and in the presence of each other, all being present at the isame time. have hereunto subscribed our names as witnesses. I III IslWilliam F.Fox I Name II Ilsl Vernice M. Pugh Name 317 Swedd StrpPt,NnrriRrnt.tn Pn Address . 317 S,,,cde Street. Norri RrntJn Pn Address . -3- , , ", . " '., (S ) 21-95-739 REGISTER 01' WILLS 01<' COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, deposc(s) and say(s) that present and saw the lesta' , sign the same and that signed as a witness atlhe request or testP' In 11-- presence and (In the presence or each other) (in Ihe presence or Ihe other subscribing wltness(esl). Sworn 10 or eWrmed and subscribed berore me this day or 19_ 'J f') '-I ;. U1l' a: L. ,.., ,~ (Name) (Address) (Name) (A ddre.ss) l'l'l.= P' ,::::1 :;) REGI~~ER OF WILLS OF ~u/~ COUNTY OATH OF NON-SUBSCRIBING WITNESS to the best or ht<..J1- knowledge and beller, ... , ~L Reg ISler r"\ ". N I f- e] w r:;I€ACE A. B&t4e6 A-,(J/j ~.el..u€- LV bt...e.:rZU{ (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and s!!)'(s) ..lhat ~" f10 re- ramlllar with the signature or :::JTUUAe-r .e. (d~U$~ '--'-=f -rodlclI testat<:1C....- or (one or the subscribing witnesses to) the will presented herewith and .-Ilcll thai ~ believe/the signature on the will Is in the handwriting or Sworn to or aWrmed and subscribed berore me this 7nrl day or October. 19 95 '11fJ^'.1 ;. , :/'.....;. P" PB <W'" u . ..-tI~ 0(. ~ aJ;J"~ ;~ M ~'I:?S'" A ~--I1I~' 'tPCf./737d ~ jal~ ~~. / e?jJ. A ~ f3.J.-- ~ J,(f?, I ~, Y//t Il"P .:l,dJ-- 'J",.,. "'--1.~~-~---~';';""':~_"'_~--~'_"._"-_''''''~'._~.' '"' '_~<~.~----'-"'-'---'-'<-' "",-_.'.-,...-.~ ~..-.....,.. U"_-. . ... . ~ CERTIFICATION OF NOTICE UNDER RULE S.6{al Name of Decedent: stewart R. DePugh Date of Death I September 17, 1995 Admin. No. 2195-0739 Will No. 1995-00739 To the Registera 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 2, 1995 : Name Address Denise Ann DePuqh Kelly, 1532 McCormick Dr., Mechanicsburq, PA 17055 LaRue O'Neill, 102 Hancock Avenue, Norristown, PA 19401 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None Date: /(-r --,qr s1!1f~1tz ~~ e-?f Name Tknu~ "J It! fJe.() /, k Add,... fJO~~ tA /l 11! 'r1 IP;!; Telephone VOl y~O -rfl7Y Capacity: Personal Representative ~ounsel for personal representative ..; .... .....-..."^..... ... tL__ ------'-'~----rr -'. f----, - - ----- --.-- ----- ---- --- ,- - - - --- :- " ',,',:, \ II N6.AA; 08~409 .' ,'. COMMOND~~~~~~r~rR~~~~:YLVAN'A !'....-;;.. "I'~":' . -.. - OFFICIAL RICEIPT .' PENNSYLVAt.u..iNHERITANCE AND ESTATE TAX ACN 1:'1 ASSESSMENT I!' II CONTROL ... NUMBER . \" RECEIVED FROM, { AMOUNT DEVLIN THOMAS M ESQ 180! MARKET ST 101 .4,000.00 CAMP HILL, PA 17011 ESTATE INfORMATION, r:t fl NUMBER III el-199~-0739 !'I NAME Of OECEDENT (LAST) ~ DEPUGH STEWART R II DATE Of PAYI>\ENT m POSTMAR E COUNTY CUMBERLAND DATE Of DEATH SSN Ib~-lb-99bl (fiRST) IMII REGISTER OF WILLS m TOTAL AMOUNT PAID .4 ,000.00 PB RECEIVED BY m ^ .11~'{l.u,.M;. /'!k./ ~'iiaN v /[ MARY C. LEWIS /)'~<<~/J l- REGISTER OF WILLS REMARKS DENISE SKELLY SEAL CHECK4t 4 '-.~' '" . . . .------------------------ ._- - ----- -- -----'----------- . . . . - j .~ ~. ... J ~' ~, . . . . , , ..__.f -p~ ~ - - t-" - ., ',,- ..~. - . : --.---.- -----:-.....-....,AJI 1 -" \. '. ~~~~~i~~1f;f;~s~"i;~',~1;}i~I;~1:;~;~ifL~l}lf;~~;~~~2~>~~ ~'Y~~~?iP3t~:~<fqgt~~\,,!~l'~~~i\I~~~~~ -,' '; ~-t i~i.~'_~c> tj;~jj ,- Q'~~~-' " [i!' -- \' ~ ll) 0: \!1L " :_l" 'f i: ,; ~. .... ....- '.. -- . T '. ~i~ COMMOUWfAlTH Of PfNNiYlYANIA Dl,ARlMlNT 0' R\YINUr Dl'T. '1060 .ttAItItISlURO 'A 171'1.0601 /5-- Si-.}, INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 2195-0739 COUNTY CODE 1995 YEAR 0_0739 NUMBER ..1\'mll.n....lll,91) .01 DAn, O' DIATH AmI 12/~T1~1 CHICK Hili I' A "OU'AL POVIITYCRlDIT.. CLAIMID 0 . fill NUMBII I. R.al E.tal. Isch.dul. AI I 11 2, Stack. and Band. Isch.dul. B) I 2) 3. ClolOly H.ld stacklPartn.nhlp Inl....llsch.dul. CJ I 3) 4. Martgagll and, Naill Rec.l.abl'15ch.dul. D) I 4) 5. Ca.h, Bonk D'po.ll. & MI".lIan.au. P.nanal Prap..lyl 5) Iscn.dul. E) 6. Jolnlly Own.d Prop.rty (Sch.dul. F) I 6) 7. Tran.I... (Sch.dul. G) (5ch.dul. LI I 7) 8. Tolol Gro.. A...t. ('alalllnll 1.7) 9. Fun..al Exp.n..., Admlnl.lrall.. Ca.I., Mlsc.llan.ou. I 9) 11, 308 .76 Exp.n'" (Sch.dul. HI . 10. D.b", Mor'gag. L1ablllllll, L1.n'ISch.dul. II (101 II. Total D.ducllon. (Iotalllnll 9 & 101 12. N.I Valu. 01 E.tol'llIn. 8 mlnu.lln. 111 13. Charllabl. and Go...nm.ntol B'qullt. (Sch.dul. J) 14. N.t Valu. Sub.ct to Tax (IIn. 12 mlnu.lln. 13 15. Amount of line 1.4 laxable at 6% rat. Ilnclud. volulI f,om 5ch.dul. K or sch.dul. M.) 16. Amounl 01 IIn. 14laxabl. at 15% ral. Ilnclud. volulI f,om 5ch.dul. K a, sch.dul. M.l 17, Principal laxdu. IAdd lax from IIn. IS and Irom IIn. 16.1 18. Credit I Spoulal Poverty Credit Prior Payments Dlscounl +4,000.00 + 177.51 19. If IIn. 10 I. greal.. Ihan IIn. 17, .nt"lh. dlll...nco on IIn. 19. Th"" Ih. OVERPAYMENT. m[!9 20. If IIn. 171. greol..lhan IIn. 18, .nt"lh. dlll.renco on IIn. 20. Thl." Ih. TAX DUE. A. Enter the tnlerl,1 on thl balance due on IIn. 20A. B. Enlor the 10101 of IIni 20 and 2010 on IIn. 20B. Thl. I. tho OALANCE DUE. Mak. Check Payabl. to. R.glat.. of Willa, Ag.nt ..... ;,:...... 8E,SUn,TO.'ANSWIJl.l'ALLI,QUISTIONS'ONREVERSI510& AND,TO RECHICK MATH"'''',] ... ..' ,.,;', UfldrH punallles of perjury, I declar. that I hove e.ltamlnld thl. r'lurn, IncludIng accompanying schedule. and Ilotemenl., and 10 Ihe bell of my ~nawl.dg. and belio', II n trUll, corrocl and camplell. J d.c1are Ihot 011 real IItore hal been repart.d ollru. market value. Olclaratlon of pr.parer alh,r tho_n ,h. plnanol ropte.entotive II bCloJ on 011 Information of which r.parer has an ~nowJedge. ~.. · II 0":;- ~IGt AIURfDrp ...'---- f- ~~'" u"'" w...v ",00 v"'... ...0> ... <t ~ffi '" C oz VO ... I- Z w C w ~ C 1532 McCormick Mcchanicsburg, Cumberland Drive PA 17055 DePugh, Stewart R. I 165-16-9961 09/17/95 11/30/14 COIIIII Rl I. Original R.turn o 4. L1mlt.d E.lal. Rl 6. Dec.d.nt DI.d T..talO (Allach co y of Will ALI.'CORRESPQNDENCI~NQ" " o 3. R.malndor R.turn Ifa, dol II 01 d.alh prior to 12.13.82) o 5. F.doral E.lal. Tax Refurn Rlqulred _ 8. Tolal Number of Sofa Depasll SOUl o 2. 5upplem.nlol R.lurn o 040. Future Intlrest Campromhe lIar dolll of dealh aflor 12.12.82) o 7. Deced.n' Maintained 0 living Trust Anach co of Trult) N ID. Tl L,TAXiINFORMATION,SHOULo,8E DIRECT&DiTOI, . , . M 1802 Market Street Camp lIi11, PII 2~011 3':', ~ :':".:., '~l{;} '~rjit~'.:.;'. Thoma& M.. Devlin, Esq. " :D :Om filO 730-9878 <. -0- 64,259.00 -0- -0- 6,220.00 ~ "'< , ~., .... '" c '" c' (i 1 " ~~ -0 N Ul -J " ;.: ,~ l/)'!l z o >= :3 :> l- ii: <t u w '" -0- -0- ( 0) 70,479.00 -0- (11) (12) 1131 (l4 11,308.76 59,170.24 -0- 59,170.24 3,550.22 1151 x .06.. (16) )( .15.. -0- z o >= ot I- :> ... :l: o v >< <l I- (171 3,550.22 lnler.s' (101 1191 4,177.51 627.29 Chock hero if you nro fcqul.\tinn (I lu'urHI of your ovofpaymonl. (20) (2010) 120B) /1~J/.(jltl/ 1//1' /,1/1"lt ',.. < /'~~:a:~~~':,'f,-!Y~:::'~'''i;~~;,:t~\o;~:-fi':,~~':<);:L'i:.:;~,'''-~~""':'...."",..-,,:.. Estate of Stewart R. Oepugh File Number 2195-0739 ~: 'I t i'; . f t t PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v') IN THE APPROPRIATE BLOCKS. 1. Old decedent make 0 transfsr and: o. retain the use or income of the property transfsrred, ....................................... b. retain the right to dssignate who shall use the propsrty transferred or its income, . .. t t c. retain a reversionary In eres or .................................................................... d. receive ths promise for life of oither payments, benefits or care? ....................,.. 2, If death occurred on or before December 12, 1982, did dscedent within two years preceding death transfer propsrty wilhout receiving adequate con5iderationi If death occurred aftsr Oecembsr 12, 1982, did dscedent transfer property within one year of death without receiving adequate considerationV ......,........................................., 3. Did decedent own on 'in trust for' bank account at his or her deathL,......,..........., .YEL.t!o x x x x x 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. . ~i,~=-~:f'{~ '';'''.'''-.- UY.1S03 u:. 1'.lb) ttJ. COMMONWfAllH 0' PfNNlYlVANIA, INHUITAN(1 'AX IUUIN .IIIDrN' DEcrOINf ESTATE or SCHEDULE B STOCKS AND BONDS stewart R. oepugh FILE NUMBER 2195-0739 (All plOportV 10lntlVoOwnod with Right of Su",lvolfhlp mu.1 bo dl.do.od on Schodulo F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I. Series E, series EE and Series HH Bonds jointly held with Denise DePugh Kelly - See Exhibit B-1 Stocks - See Exhibit B-2 30,791.16 33,467.36 2. }- TOTAL (AI.o onlo, on IIno 2, Roco 11.lollonl (II mora .pace I. n..dad, In..rt additional .h..,. 01 .oma ,ize,) 564,259.00 ESTATE OF STEWART R. DePUGH EXHIBIT B-1 (BONDS) Held by Decedent or Denise DePugh Kelly: (0 of D) (0 of D) Interest TypA/DAte .E/U:fl Nnmher VAlue EArned Series E 500 1 2,264.80 1,889.80 04/03/69 500 2 2.264.80 1.889.80 subtotal 4,529.60 3,779.60 04/03/69 1000 1 4,529.60 1,889.80 1000 2 4,529.60 1,889.80 1000 3 4,529.60 1,889.80 1000 4 4,529.60 1,889.80 1000 5 4.529.60 1. 889.80 subtotal 22,648.00 9,449.00 Series EE 500 1 409.20 159.20 04/28/87 Subtotal 409.20 159.20 05/22/87 500 1 409.20 159.20 500 2 409.20 1 59.20 Subtotal 818.40 318.40 06/01/87 500 1 409.20 159.20 500 2 409.20 1 59.20 Subtotal 818.40 318.40 08/06/87 500 1 409.20 159.20 500 2 409.20 159.20 500 3 409.20 159.20 500 4 409.20 159.20 subtotal 1,636.80 636.80 09/02/87 500 1 409.20 159.20 500 2 409.20 159.20 500 3 409.20 159.20 500 4 409.20 '59.20 'Subtotal 1,636.80 636.80 11/11/87 500 1 396.80 146.80 500 2 396.80 146.80 500 3 396.80 146.80 500 4 396.80 146.80 500 5 396.80 146.80 500 6 396.80 146.80 _._,_~_._''''''""....".,", ,;5"';:" _ -. ",,-,,'~-' '.,'......., i ..- .....;;...-............-......-...,..... .-,'....-' .~ .-... 500 7 396.80 146.80 500 8 396.80 146.80 500 9 396.80 146.80 500 10 396.80 146.80 500 11 396,80 146.80 500 12 JQ6.80 146.80 subtotal 4,761.60 1,761. 60 07/11/88 500 1 384.80 134.80 500 2 384.80 134.80 500 3 384.80 134.80 500 4 J84.80 134.80 Subtotal 1,539.20 1,617.60 01/23/89 1000 1 734.40 234.40 1000 2 734.40 234.40 1000 3 734.40 234.40 1000 4 734.40 234.40 1000 5 734.40 234.40 1000 6 734.40 234.40 1000 7 734.40 234.40 1000 8 734.40 234.40 1000 9 734.40 '34.40 Subtotal 6,609.60 2,109.60 02/06/89 200 1 146.88 46.88 200 2 146.88 46.88 200 3 146.88 46.88 200 4 146.88 46.88 Subtotal 587.52 187.52 03/08/89 500 1 367.20 117.20 500 2 367.20 117.20 500 3 367.20 117.20 500 4 367.'0 117.20 Subtotal 1,468.80 468.80 04/06/89 500 1 361.80 111.80 500 2 361. 80 111. 80 500 3 361.80 111. 80 500 4 361.80 1" . 80 Subtotal 1,447.20 447.20 07/06/89 500 1 357.00 107.00 500 2 357.00 107.00 500 3 357.00 107.00 500 4 357.00 107.00 Subtotal 1,428.00 428.00 . Series HH 1000 1 11/06/84 1000 2 06/16/87 500 1 500 2 500 3 500 4 Subtotal $ 4,000.00 02/21/89 500 1 500 2 500 3 500 4 500 5 500 6 Subtotal $ 3,000.00 Held by Denise DePugh Kelly or Deoedent: (D of 0) (0 of 0) Interest Type/Dab'! .Ea!:a NlImhRr Vallie EarnRd Series EE 500 1 357.00 107.00 05/04/89 500 2 357.00 107.00 500 3 357.00 107.00 500 4 357,00 '07.00 Subtotal 1,428.00 428.00 06/05/89 500 1 357.00 107.00 500 2 357.00 107.00 500 3 357.00 107.00 500 4 357.00 ] 07 . 00 Subtotal 1,428.00 428.00 10/06/89 500 1 346.80 96.80 500 2 346.80 96.80 500 3 346.80 96.80 500 4 346.80 96.80 Subtotal 1,387.20 387.20 Total Value in Estate (1/2 jointly held) $61/582.32 $30,791.16 ESTATE OF STEWART R. DePUGH EXHIBIT B-2 Stocks 1. Lord Abbett (Affiliated Fund) Shares - 444.656 Per shares value - $12.18 2. AT&T Shares - 13 Per shares value - $58.25 3. Alliance Growth Shares - 157 Per shares value - $2.76 4. CIPSCO Shares - 66 Per shares value - $33.75 5. Empire District Elections Shares - 24 Per shares value - $18.37 or 18 3/8 6. General Public Utilities Shares - 32 Per shares value - 29 1/8 or $29.12 7. Penna Enterprises Inc. Shares - 17 Per shares value - $34.25 8. PECO Energy Co. Shares - 4 Per shares value - $26.16 9. Rochester Gas and Electric Shares - Per shares value - 10. Sentinel Common stock Shares - 25.279 Per shares value - $33.93 11. Vanguard/Wellington Fund Shares - 177 Per shares value - $23.91 DAtI'! of DI'!Ath VAlli" $ 5,415.!J1 757.25 433.:12 2,227.50 440.[18 931. 114 582.25 104.1;4 117,!iO 857. ~'2 4,232.07 12. Witco Corp. Shares - 226 Per shares value - $34.50 7,797.00 13. Keystone Investments Acct 46-6001361904 - 5 @ $4.39 Acct 47-6001361904 - 407.91 @ $10.51 Acct 49-6001361904 - 140 @ $24.01 7,670./16 14. ARMCO, Inc. Shares - 76 Per shares value - $6.50 507.00 15. Clearfield & Mahoning Railway 612.00 Corporate Trust (CRFD) Agent Wilmington Trust 1100 North Market Street Wilmington, DE 19690 (30'2) 651-1266 Shares - 36 Per shares value estimate - $17 (According to a Merrill Lynch Broker this stock is still listed as active but has not traded since March 1, 1963, at which time it traded at a low of $17.00 a share no closing value available.) We have used the $17.00 as the last known quote prior to decedent's date of death. 16. Allegheny & Western (AWRY) 760.00 Agent Wilmington Trust 1100 North Market street Wilmington, DE 19690 (302) 651-1266 Shares - 12 Per shares value estimate - $65 (According to a Merrill Lynch Broker this stock is still listed as active but has not traded since March 1, 1966, at which time it traded at a low of $65 a share no closing value available.) We have used the $65 as the last known quote prior to decedent's date of death Total Value $33,467.31; 1.V.1JOt... ,1I1J '* SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY , COMMONwrAUH 0' PENNSYLVANIA INHIIITANCI TAX InUIN IIIIDINT DlelDINT ~ OF ~- stewart R. DePugh IAU pr'perty lolntly.own,d with tho Righi .f Iurvlv.,.hlp mUll h. dlscl'l.d on Sch.dul. '1 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Motor Vehicle: 1985 Caprie Chevrolet 1,000.00 2. Bank Account: PNC Bank 424.97 3. Cash Gift to daughter Denise DePugh Kelly Gifted 08/11/95 4,694.99 4. Miscellaneous personalty: Watch and old used clothing 100.00 c S 6,220.00 IAllath addlllanal8Vl1" )( II" .h....lf more tpoco II n..d.d,l ..,_.;,'-;''''.,'"-~*,:--~~ I'VISOtfl'II'UI ""If.).\( ." fll., 1'1 ~C\ _'. u.; COMMONWEAltH 0' 'ENNSYlVANIA INHunANCE tAX .nUlN .(IIDENt OECEDENf SCHEDULE F JOINTLY.OWNED PROPERTY ESTATE OF FILE NUMOER 2195-0739 stewart R. DePugh Joint t.nonll.l, NAME A. Denise DePugh Kelly ADDRESS 1532 McCormick Drive Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Daughter B. C. Jolntly.own.d prop.rly. ITEM LEnER DATE i I DECO'S I DOLLAR VALUE OF FOR TOTAL VALUE NUMOEI JOINT MADE DESCRIPTION OF PROPERTY I OF ASSET TENANT JOINT ~ i % INT. DECEDENT'S INTEREST , 1. A. U.S. Bonds Series E, EE . ! ! and HH (See Schedule B i Already totale and its Exhibits) I on Schedule B , i ! ! i I , i ! ! . .. I TOTAL (Aho enler on line 6. Recopltulotlon) S -0- d -1 (If man, space is n..ded inlert additional sherh of Jaml Ji,,,} lI'l-UIII.. 1'.11, ITEM NUMBER A. B. A. C. 1. 2. 3. A. 5. 6. 7. 8. , ..__.--._-"".........."~ -- .;~ COMMONWU,UH 0' 'lNN5YLVANIA INHlRlTANCl TAil U'UIt4 Rl5IDlN'DlClDlN' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ploa.o P,lnt ar T 0 Stewart R. DePugh 2195-0739 DESCRIPTION AMOUNT 1. 2. 3. 4. 5. 6. 7. 8. Funeral bpon.... Open Grave Stone Minister Mourners Luncheon Urn Death Certificates Certified Receipts - Stock Transfer Funeral Flowers Admlnl.trallvo Ca.III Persanul Rep,e.enlall.e Camml..lon. Soclol Securlly Number of Personal Reprelenlollvol Veor Comml..lon. paid 100.00 101.00 35.00 423.10 85.00 40.00 29.38 58.30 1, 2. AllorneyFee. (4% plus hourly rate tax preparation $750.00) 3,569.16 3. Family Exempllon Clolmonl Denise DePugh Kell~elollon.hlp Add",.. of Clalmont 01 docodon.'. dooth 1532 McCormick Drive 2,000.00 Daughter 51"'0' Addro.. Clly Mechanicsburg 51010 P A Zip Codo 17055 Probolo Foo. Register of Wills $121. 00 1 Death Notices $91.821 Register of Wills Tax filing $151 Letters $30 MI.coUanoou. bponll" Decedent's School Taxes 257.82 11.00 Federal Income Taxes - Decedent's final return 4,532.00 State Income Taxes - Decedent's final return 67.00 TOTAL (Alia onlo, on IIno 9, Rocopllulollon) (II mall .paco I. nlldod, Inll" additional .hllt. af .am. ".0.) 5 11,308.76 ,-~- IIV.UIJII.!f"1 !~..~.~ '!:>W' COIrllIrllONWIAUH Of .INfdYlVANIA IHHI.IIAHel .AI .nUIN .nlp'N' enlD'N' SCHEDULE J BENEFICIARIES ESTATE OF FlU NUMBER 2195-0739 Stewart R. DePugh ITEM NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP I. A. TallGbl. B.qU""1 Denise DePugh Kelly Daughter 100\ Sole Heir ITEM NUMOER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY B. Charitable and Cioyernmental Bequelhl I. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo ent., on line 13, Recapltulollon) (If more .pac. I. n..d.d, In..rt addltlonal.h..t. of .am. .11e) s -0- " "'- -...~-'..'"'._''' I, STEWART R. DePUGH, of Lower Providence Townlhlp, I MontBomery County, Pennaylvania, bainB of lound mind, malllllry and lunderatandinB, do make, publilh and declare thie aa and for my Lalt Will and Teatoment, hereby revokinB any and all Wll11 by ma at any tlma heretofore mada. ITEM 11 1 order and direct my executrlx hereinafter nomed to pay all of my juat debts and the expenlel of my funeral aa aoon aa the lame can conveniently be done after my deceal.. , I; ITEM 111 All the roet, relidue and remainder of my eat.te, of whateoever kind and whereloever lituate, whether real, peraonal or mixed, I Blve, devlse and bequeath to my dauBhter, DENISE ANN DePUGH KELLY, of Germantown, Pennaylvania, providlnB that she shall survive me. In the event that my dauBhter, Deniae Ann DePugh Kelly shall predeceale ma leavinB issue, I Bive, devia. !i and bequeath all the reet, residue and remainder of my estate, of llwhataoever klnd and wheresoever situate, whether real, psrsonal or I! I II mix.d, to the ileus of my said dauBhter in equal aharel, share and I share allke, per stirpes and not per capita. In the event that my I dauBhter, Denise Ann DePuBh Kelly should predeceaae me without I isaue, 1 Blve, devise and bequeath all the rest, residue and re- ! mainder of my estate, of whataoever kind and wheresoever lituate, whether real, peraonal or mixed in equal sharel to my liltera, LaRue DePuBh O'Neill and Vl01et DePuBh Kindy, Ihare end share alike. ITEM 1111 1 direct that any portion 01' share of my , :I estate falllnB to any minor ehall be retained by my executrix in Ii trust, to appl~ such parts of the income and principal thereof II II I -1- in I I I I .. ...,..- V"'_~<W.... _".. ... .... II " 11 'I I the eole dl.cr.tion of my ex.cutor .. may b. n.c....ry for the minor'a malntenance, .ducatlon and medical car., and .ny b.lanc. 'i rllllllnlng ln the hand. of my .xecutor .hall b. pdd to the minor upon att.lnlng the .g. of tw.nty-one y..r.. I dlr.ct that .uch p.yment. for maint.n.nc., educ.tlon .nd ....dic.l car. .h.ll b. mad. wlthout th. lnt.rventlon of . guardlan, .nd the r.cdpt of .uch p.raon .. may b. e.l.ct.d by my .xecutor to dl.bur.. the .ame .hall b. . .uffici.nt .cqultt.nce. ITEM IV: I dlr.ct thet ell leg.ci.. and .11 .h.r.. I.nd lnt.rllta in my IIt.te, wh.ther principal or incllllle, whUe in the hand. of my executor, .hall not be .ubject to .tt.chment, I .xecutlon or ..que.tr.tion for any debt, contr.ct, obllg.tlon or . I! 11.bl11ty of any leg.tea or b.neficlary, .nd .hall not be .ubj.ct !I to pledge, auignmant, convey.nce or anticip.tlon, .nd the per. one II recelpt by auch legatee or b.n.ficlery .hall be the .ufficlant .nd only dl.ch.rge of my ex.cutor. ITEM VI I .uthorize .nd empow.r my .x.cutor h.reinaft r I , II ::d:r f::s:::b::::t t:f .::1 d:::. o:r .::r o:n:yp::::s:.::t:~:htT publlc or privste aale, for ouch prices and upon .uch t.rms s. to I c.sh and credit ae it may deem beat, and to execute deeds of con- veyanc. thereof, without llabil1ty on the part of the purcha.ero I to ... to the .pplicatlon of the purchas. money.. Thi. power .h.ll I not b. constru.d to work a converaion of my real ..t.te, unl... an \, untl1 the power is actually exercleod, nor .h.ll thi. power be I' construed to .xtend the lien of debt.. II I -2- I ''l., ,.,........ \ " LASTLY I I nomin.t.. con.tltut. and .ppoint my d.uaht.r DENISE ANN D.PUGH KELLY. Ex.cutrlx of thl. my La.t Wl11 and T..t.- mant .nd I dlr.ct th.t .h. .h.ll not be r.qulr.d to ent.r ..curlty I in .ny jurl.dlotlon ln whlch .h. may .ct. In the .v.nt th.t my l!d.uahter.Deni.. Ann DePuah K.lly. .h.ll pred.c.... me or .h.ll for .ny oth.r r...on b. unable to .ct. I nomin.te. con.tltut. .nd .p_ P.M.ylv.n .. polnt CONTINENTAL BANK AND TRUST COKI'AIIY. of Norrhtown. I ,.. my executor. to .ct in her pl.ce and .te.d. I IN WITNESS WHEREOF. 18th I have h.reunto ..t ..y hand and ii ...1 Chi. d.y of July . 1966. :1 'I 'I '--.. /;- -i-\'f) r; , -) I './'IIt"-t!..,_1 ..A. ~,.h/-"o1,.~l./ (5 ) /./ Stew.rt R. DaPuah Slgned. ...led. publl.hed and d.cl.r.d by STEWART R. II DePUGII. the .bove named te.t.tor. as and for hh La.t W1l1 and .1 IiTeet....nt. in the pre.ence of u.. who .t hie requ..t. in hh pre- '; reenc. .nd in the pre.enc. of e.ch other. ell belng prellnt .t the I..... tlme. have hereunto .ub.crlbed our name. .. wltne..... /./Wl11i... F.Fox NIIDS 317 Sw~drl s~~~~~ Nn~~4~~~.~ nm Addr... ' ., li/s/ Ii Vernice M. PURh N.... 317 Swede Strp-et.Nn~~44~nunJPn Addre.. ji I I II I. -3- :1 - 1..,' , /:) .\ II . ,~ c?_ RlV-1547 lX AFP 112-95* CDHMDHWEALTH OF PENNSYLVANIA DEPAAlHENT Of REVENUE IUREAU OF INDIVIDUAL IA)lES DEPT. UD6Dl . ItARAISIURG. PA 11UI-0601 ESTATE. OF DEPUGH STEWAR FILE NO. DAn OF DlATH 09-17-95 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION OF THIS FORN WITH YDUR TAX PAYNENT TD THE REGISTER OF WILLS. NAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" , REMIT PAYMENT TO: HOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWAHCE GR DISALLOWANCE DF SEDUCTIDHS AND ASSESSNENT OF TAX ACN 101 DATE 09-02-96 THOMAS M DEVLIN ESQ 1002 MARKET ST CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 Allou"t R."tttad CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiifY:isf'-i-Ex-Aiip-nY:9ifi-iloi'IcEnciTYNHEiiifANcE-YAi("iippjiiiisEHiil:r.--ALLOWAiicE-OJi-mm.n.-nu- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STEWART R FILE NO. 21 95-0739 ACN 101 TAx RETURN WASI I I ACCEPTED AS FILED I XI CHANGED SEE ESTATE OF DEPUGH DATE ATTACHED 09-02-96 NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I E.t.t. (Schedule A) III .00 2. Stock. and Bond. (Schedule 8) 121 64,259.00 'S. Clo..ly Hald stock/Partnership tntar..t (Schedul. CJ ISl .00 4. Hortaagal/Hot.. Receivable (Schedule DJ 141 .00 S. C..h/Bank Deposita/Hiac, Parlonal Property (Schedule E) 151 6.220.00 6. JointlY Owned Property I$ch.dul. fJ (61_ .00 7. Transfara (Schedule OJ 171 .00 B. Tot.l Allab 181 70,479.bO APPROVED DEDUCTIONS AND EXEMPTIONS: 12,800.76 9. Fu".~.l Expan.../Ad.. Co,t,/Hllc. Expans.. (Schedule H) 19) 10. Debta/Ho'rtgaa. LlablUtlu/Uana (Schedule Il eta) .00 11. Total DaducUons (11)> 12. Nat Vdua of ra)C'R.turn 112) 13. CharUabla/Govarnllanhl Oaquuh CSchadula J) (15) 14. Nat Value of E.t.t. Subjeot to rax (14) NOTE: If an assassmant WS8 issued praviouslY, lines 14, 15 and/or 16, 17 8nd 10 will . reflect figures that include the total of ahh returns asses8ed to dete. ASSESSMlNT OF TAX: 15. A.ount of Linl 14 lL. Anount of Lin. 14 17. AMount of Lin. 14 18. Principal raK Dua TAX CREDITS: PAYNENT DATE 12-13-95 l?nnn 76 57,670.24 .00 57,670.24 at Spou..l rat. taxabla .t Lin..l/CI... A rat. taxabla at Collateral/Cl... Brat. 1151 1161 (17) .00 57,670.24 .00 x .00= X .06. X .15. U81 .00 3.460.22 .00 3,460.22 RECEIPT NUNBER AAOS2409 DISCDUNT It I INTEREST (-I 173.01 4,000.00 ANGUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 4,173.01 712.79CR ,00 ,712.79CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FGR CALCULATION GF ADDITIONAL INTEREST. IF TOTAL SUE IS LESS THAN '1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" fCR), YOU HAY BE DUE A REFUND. SEE REVERSE SISE OF THIS FbRN FOR INSTRUCTIONS. I -. ~.~ ...... ." '., ..~ - . ~ , , .. COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE IURIAU OP INDIVIDUAL TAXIS DEPT. 210601 HARRISBURG. PI. 17121.D6Ql DECEDENT'S NAME . INHERITANCE TAX EXPLANATION OF CHANGES .ly.U"....... filE NUMIER Stewert DePUllh AN 101 SCHIDULI ITIM NO. EXPLANATION OF CHANGES 1\ B-3 !,er. ;;ecL1on.~!2.1. of. 199.4. "ct, "Uect IVI! .JllnuRrY ,3Q,.JJlcl~. thILCa!DUY. .....-. exellptlon waa llllended lncrl'aalna the waount of tho c1Ah. froa $2,000 to ... ~3 ,5.QO.. .. ............'.'''''' .. .__. ~ __.~ . - .__..~.. _.' _~.____. ~_ ._._~._ .0'-. ..__....._ _..._ ,___. .____...__ ........_... .. " <_ ..__'u_ ... -.,-....." -.-. ..----" '-'--- .--_...-.~--.._......_...- . ~..._.._....+ 0'----.- ---- ,.-~--.. --.. -_.-.~. -~. --..-.. .------.~--~_.---.-..-..-.- ,__ __. ._,. __._ .._.'_ _ ._____~~____..__.......... ._. ..... ______. .,.__.'.w.___ ,'.. .....--..-- .-,. --+.- . .--.--.- --'-" .-....----. ..-----..--..- -..-.--- ....-_.... .' .-.----".------.- - .___8______..__._~._... __._,""_ ._._.. _______+_w. .-~.-.>---- ,.-.-...----, .,_.-- ~.__. ~ ~-.~ .~.- .----...-..-..~ -- .--------.--~-.~~-. ... ,..-," __ _ ..___~.._8__"~'" _____._~ _._.__ __,~____. __...... _ __._'~ ._..____.~__.._ ~_. .......~....___.._._8_.__. .--.----.... --..---------.. - -- ... - - ---- -., _.._---~-- --~ ..-~-. ..---~._---_.. ---.---..--- .~,----"-- -.-.....-.--' _._--~-,...--- ..-...---.---.--..-----...------..- ---- .- -- ._ __.___'!-..-.. p' ";'t--.--.~.,~ --,. .--- ...... ,-~.--'. - -_.. - ~--.--- ~-.------ ""- ...,..;.- .... --- ...--. .'-,-. ,.--.. .......-----...-.----- - --------. -- - .,--- _ __~____~_. .___.. .~,._ __',_' "..._~. .....".~... .....__._ .____ __.".,~.... . ~ ___.4 __ ___.______.. -_.~ -.-...-~--.,,-'-..- .-----------.- -~ - - - --.- _______ .___. .__ .._.+_._~_ ..._ .__._~ + ,._ __~. _._,," ~~__~.~..__~.. _. _ ___ .__~ ~ ____.___~_~__~___.~_ _.__~..._____~_A_ ___~ ~.._~__._ +. .....,----_.~-._~--- --.- --., ---.... --~..+~---- -~_.~.,..._-- ..-..,.---,... --- .-.'-.. ....-.---^" .....-->--.-. ~---------_..._-_.^..__.~-_. .- ...-,- -...--_. ....--.-- +_.--_. --. . _. ._. _ _ .~__,_ . .~_.+ v..__... ,_,,__"__H~ -.- ..- . _~_"" _~~.~ ,. v.",,__,~__,,_,"~___' TAX EXAMINER, Lawrence Szolloev PAGE /)~.<)1- ~ BUREAU OF INDIVIDUAL TAXES INHERllAHCE 'All DIVISION DEPf. lUUI HARRISBURG, PA 17"..0601 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~ *' In-utili'" In.',, THOMAS M DEVLIN 1002 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-23-96 DE PUGH 09-17-95 21 95-0739 CUMBERLAND 101 Allount R...itted STEWART ESQ PA 17011 MAKE CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To lnlur. proper credit to your account, lublllt the upper portion of thl. for. with your t.x pay...nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEV:iljiWEX-AFi'--lo3':Urmmliii.--iNHEIi'i'fA'Nc'E-;:iiif-s'i'iifEH'E-N'T-oF'-li'i:couii'fnjiilimnmmmmm- ESTATE OF DEPUGH STEWART R FILE ND.21 95-0739 ACN IDl DATE 09-23-96 TNIS STATENENT IS PROVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACN IN THE HAHED ESTATE. SHOWN BELOW IS A SUNHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT, 08-26-96 PRINCIPAL TAX DUE. ._..__,_,__....,..._. 3.460.22 PAVMENTS (TAX CREDITS). PAVMENT DATE 12-13-95 09-06-96 RECEIPT NUMBER AA002409 REFUND DISCOUNT (+) INTEREST (-) 173.01 .00 AMOUNT PAID 4,000.00 712.79- ,- ~'-..l ,-' ::-; f; N 0- <:..:l L) ;', ~1- u: '::'J ~.J , ,t) :s Ou TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 3,460.22 .00 .00 .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATIDH OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN fl, NO PAYNEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE A REFUHD. SEE REVERSE SIDE OF THIS FORN FSR INSTRUCTIOHS. R ,0" 1" , , . ".- :.o(/) t--'~}~ \ . j ~~".. l'--".'~ "-j,:'~--- ;(.':0' ~ 'f~' - -,. ~'. ~\\ ,2.1 I) .:D 'g'i,;i <U' '0: 0: I i ,I ;( \ \ \ " ;.. __t r.~- Ie i 00 .- 1P.1 .}" vt L' -' - "~ ~~~~ :_cl~; .j, E ~8 -;;," " f ,- , STATUS REPORT UNDER RULE 6.12 (/ Name of Decedent: Stewart R. DePuqh Date of Deathl September 17, 1995 Will No. 1995-00739 2195-0739 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 estatel 1. State whether administration of the estate is complete I Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. 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 X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an ~ account ,informall~ to/the llarties in interest? Yes No V 5~ r~ 14 OIl/V ~h&-"tf.,y. 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. .~-?~ ;:~ Signature . 77~/J"<--!> /ZI. all!,.... II~ Name (Please type or print) I g 0).. ;tJJ-YCiliflfa,tlJ- Address Datel C'-El \'J;:":- ~) .;: e..... ::,~ n ': ,~ C'J 0... ',' '.: Lp ~ "" .5 .....:: '-~: E ~::J CJC,) (17) 7?cJ-9?71 Te I. No. " '":.,; I. h) '. 'J ~; 8-'~',' c:. wo: 0: P\ Capacity: Personal Representative ~ounsel for personal representative (MAHI rmf/AM3)