HomeMy WebLinkAbout95-00744
:~~~
..k;.
r~;~1~
,1 ' ~'. 't;,~~
"
"
. ,
.
t
."."
.~~
"
'. ~~".' ';',;~" '":1~;';~~r!I'; ~,~:; ;, .
':';,> .;....;.' '>"";/"'~' <...," , -,'."'-"':;,- ;"~",
',,;' ,',:, ,':..: .. "',",<';':,' :;;; ;.
;e',: :' ),,',",; . ,',. \k' ,. "...'" ,,',",," ,:;;'"
' ::';';'L~~,;\..,,; :.::"; ,\; .k. ""':
" , ;', "'./~,;\.< . ,':,:
;L ;;, ';;.: :;', ~ ";;":';;"'::;,' '. . ;i~:~
",,: ,:' '; :",;; """
/ ': ,',,;;;?,\ /: "" ; "\
'.1'., ~:. >:.~
: ;::
! :~~;' I;~:':~~ 'i);
:.>..: I;/~?:';':: /'?~:',\
,":\' I.)::'.;...",.:~,',::.'
' ';, ;y:
. ;'~ ", ';"
> '~3 ' ';':;,t '; ."
' , :'. I '. .:,;;;/c';lt{~1~
:;, ""':',!';
.' " ,,;,'"::<'.:'.," ,,,' ,":
',:i'", ~,'.
. ". ";;k., ,',,;;
'" '"" ".::;,,:,: '~\",
" :",": ,c" ". ,,;,
'".:>" ';;; :..;'t. ,<,
'. "",4
'" \:
" ',: :~":::;;',~
. :;,'" ..', ;.;<'?:
" ''''',:), ',:'..,,;
. '\":',,::;;;,
. - '" '"',J '"J >'"L.";
".:";",.., .. '"'" ":: ",;
'!:~~:t ;;1.t1
::lJ;;::t1::,~
I
,; ~--"'''"
,~~;',,'~ ~
~'~..~,,,,,' ~
\,~'\:,~,;
. y --~
,'.'"
YVt,,\
'\ I
'.\"'-
1~ ::"':';.
fl'
,j.":'
,T'~
.
<',.
,"'~
'~
:
,
".,
I.
,
,~
,
I
I
:::,"'0,
.' '", ;"' ' ~:, '
i.v
,o.'i-a:~
\~~{~~
<:'~~;j
, 'i:":~ll
, .. ~,' " ""
.,,,,,~t ~\~"i'~i~,>1~:':'
Eslale of Runald (:, Tille
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
No. do 1- '15 - 7 LJ t./
To:
Register of Wills for the
Deceased. County of Cumherlnnd In the
Social Security No. 282-34-8555 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represenls that:
Your petltloner(B). who lslJuat18 years of age or older an Ihe execut rlx
In the last will of Ihe above decedent, dated MIlY 2
and codlcil(s) daled None
na~ed
,19..!L-
(Ulle relevant circumstanccs, e.l. rcnunclallon. death or Clltcutor. CIc.J
Deeendent was domiciled at death In Cumherlnnd
" is last family o.r Jlrlnclpal re dence e
pennsy vania 17U 13 .
County. Pennsylvania, with
(list SIr<<I. n mbcr and m nclpaJiI)')
Peeendent, then 59 years of age, died September 23 ,19 95
at 37 Sherwood Ilrive, Carlisle, l'ennsylvllnin 17013 .
Except as follows. decedent did not marry. was not divorced and did not have a child born or adopted
after exeeutlon orthe will offered for probate: was not the victim of a killing and was never adjudicated
Incompetent: No exceptions
Deeendent at death owned property with estimated values as follows:
(If domiciled In Pa.) All personal property
(If not domiciled In Pa.) Personal property In Pennsylvania
(If not domiciled In Pa.) Personal property in County
Value of real estate In Pennsylvania
situated as follows:
S 20,000.00
S
S
S
WHEREFORE, petltloner(s) respeetfully request(s) the probate of the last will lDd"m"W~
presented herewith and the grant of lelters testamentnry
(lestamentary: administration C.I...j administration d.b.n.t.t...)
theron.
t
'il ~
..j
l~
~..
l!-
~o
1
in
y
171" (II,,, .....1" ^, -r'a ( f
~lnrthn .Jllne Tllte
137 Sherwood Drive
Cnrl-ff.dp, Ph 17011
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF '. .:Dl\u PI'I IF,,)
15-;5'9- 7
The pethh:mer(,;; abo"e-narned swear(s) or arnrm(s) that the statemenlS In the foregoing petition are
true and ,orrectto the best of rhe knowledge and belief of petltloner(1) and that as personal represen-
tatlve~) o~ the above decedentl'etltioner(1I) will well and truly administer the estate according to law.
, '} ,
Swom \0 or arri"1\ed and subscribed X f i hu (-{,c, ,J.."I t.",- '70 '{ ~ ~
be'tl~ l1)e 11 ~.w1._ daY.9f { i'
V1r..1 hi 9 <rOO) Q
( U, ,~ ,-A!L 1.J!J./, I~ , , II ~~ I
, ; ;' , Reglsler -i:!.
No.
21-95-744
Estate of
Ronald G. Tate
, Deceased
DECREE OF PRODA TE AND GRANT OF LElTERS
AND NOW October 5th, 19~. In conolderatlon of the petition on
the reverse side hereof, satlofaclory proof havlna been presented before me,
IT IS DECREED that the Instrument(s) daled May 2nd ,1985
described therein be admitted to probate and filed of record as the last will of
Ronald G. Tate
and Leners 'l'no+-swnon",,"'1'
are hereby aranted to Martha Jane Tate
FEES
Probate, Lellers, Etc, ..,...... $ 50.00
Short Cerllncates(6)',........, $ 18.00
Renunciation .............,.. $ 00 . 00
x-pagEls (3) $ 9.00
JCP TOTAL _ $ 5.00
Flied ,.October, 5.1995.."",.. ~.~~Q9.
~')n/lni) a. ~J~ ~M.xl ~J)/lVIJ
~'ff Reiillcrorwlfb Mary C. LeWis
~U1PRO{M~
L "1TORNl!Y (Sup. Cl.I.D. No.) 1.0. No. 18028
awrence 8. Abrams. Esquire
Rhoads, & Sinon, P. O. Box 1146, Harrisburg,
"DD~ PA 17108-1146
717-233-5731
.
<'~~ )OtAkr-7.... r /,dU<"L '7.~.t?~
PHONE
..1 ~S; oc)
on
c:- t5i :u::U
:.--, IT'
r' .. ~. en
.' p
I:;' !
(."',1 ,
-i " I;'
" I
, ~
"
. "
. , :.~ :~~', ,
en r::: ':;
--
)..... ~. (n ~, ~J,.
..~ U1
MAILED LETl'ERS AND ORDER '1U ATTORNEY ON 10-6-95.
LAST WILL AND TESTAMENT
OF
RONALD G. TATE
I, RONALD G. TATE, of the Borough of Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing
Inind and memory, do make, publish and declare this my Last will
and Testament, hereby revoking all Wills and Codicils by me at
any time made.
ITEM I: I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes may
be payable by my Estate or by any recipient of any property,
shall be paid by my Executor out of the property passing under
this Will, which is not specifically devised or bequeathed, as an
expense and cost of administration of my Estate. My Executor
shall have no duty or obligation to obtain reimbursement for any
such tax paid by my Executor even though on proceeds of insurance
or other property not passing under this Will.
ITEM II: I heroby exercise all powers of
appointment which I may have at the time of my death in favor of
my Executor, and all property subject to all such powers of
appointment shall be included in my Estate.
ITEM III: I give and bequeath all of my household
furniture and furnishings, automobiles, books, pictures, jewelry,
china, linen, silverware, wearing apparel and all other articles
of household or personal use and adornment, together with any
interest which I may have in the residence at 301 Vesta Drive,
Page 1 of 4 Pages
~
~ .
Middle Paxton Township, Dauphin County, Pennsylvania, to my
children living at the time of my death, in equal shares, to be
divided as they shall agree.
ITEM IV:
I give, devise and bequeath all of the
rest, residue and remainder of my property, real, personal and
mixed, to my spouse, MARTHA JANE TATE, if she is living at the
time of my death, if she is not then living then to my then
living issue, PER STIRPES.
ITEM V:
In the settlement of my Estate, my
Executor shall possess, among others, the fOllowing powers:
(a) To sell either at public or private
sale and upon such terms and conditions as my
Executor may deem advantageous to my Estate,
any or all real or personal estate or
interest therein, whether owned by me
severally or in conjunction with other
persons or acquired after my death by my
Executor, and to consummate said sale or
sales by sufficient deeds or other
instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear
of all trust and without obligation or
liability of the purchaser or purchasers to
see to the application of the purchase money
or to make inquiry into the validity of said
sale or sales, also, to make, execute,
acknowledge and deliver any and all deeds,
assignments, options or other writings which
may be necessary or desirable in carrying out
any of the powers conferred upon my Executor
in this paragraph or elsewhere in my Will.
(b) To pay all costs, taxes, expenses
and charges in connection with the
administration of my Estate. My Executor
shall pay expenses of my last illness and the
expense of disposing of my remains.
(c) To distribute my Estate in kind or
in money. If any assets are distributed in
kind, they shall be distributed at their
respective value(s) on the date(s) of their
distribution.
Page 2 of 4 Pages
-Fj...~Ttif'JII.
t...~\d;.a.E..,.""'~..,~--u:t~_,;< ",
~ / :,'. '.~."', ',.....
'f :
f:
10
~,
,
'.
~
.'
(d) To do all other acts in the
judgment of my Executor necessary or
desirable for the proper and advantageous
management, investment and distribution of my
Estate.
ITEM VII
Any person who shall have died at the
same time as Testator or in a common disaster with him, or under
such circumstances that it is difficult or impossible to
determine who died first, ahall be deemed to have predeceased
him.
ITEM VII I
If at any time any minor child shall be
entitled to receive any assets hereunder, Dauphin Deposit Bank
and Trust Company, Harrisburg, Pennsylvania, shall act as
Guardian of the assets payable to such child. Said Guardian may
receive and administer all assets authorized by law and shall
have full authority to use such assets, both principal and
income, in any manner said Guardian shall deem advisable for the
best interests of such child, including college, university,
post-graduate or other education, without securing court order.
Said Guardian shall have all the rights and privileges as to the
Guardianship(s) and the assets thereof as are herein granted to
my Executor as to my Estate and the assets therein.
ITEM VIII:
I hereby nominate, constitute and
appoint my wife, MARTHA JANE TATE, to be my Executrix (herein
called "Executor"). My Executor and Guardian specifically are
relieved from the duty or obligation of filing any bond or other
security.
ITEM IX:
If I survive my former spouse, LINDA ANN
TATE, and am survived by minor children, I nominate, constitute
Page J of 4 Pages
,
,
.'
.'
..
and appoint my wifo, MARTHA JANE TA'rE, to be the Guardian of the
person of each such minor children.
l:
~
I'
ITEM Xl
It is my wish that my body be cremated
and my ashes scattered to the winds ut a place designated by my
Executor. It is also my wish that there be no funeral and that
only a simple memorial service be conducted.
IN WITNESS WHEREOF, I have hereunto sot my hand and
seal to this my Last Will and Tostament, consisting of
I
the preceding three (3) pages, this :!"-day of '/1h"J--
1985. C.
this and
;7'
~diil aI ~
Ronald G. Tate
(SEAL)
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the
above-named Testator as and for his Last Will and Testament, in
the presence of us, who, at his request and in his presence and
in the presence of each other, have hereunto set our hands and
seals the day and year above written, and we certify that at the
time of the execution thereof, the said Testator wus of sound and
disposilg mind and memory.
(SEAL)
Heeiding at It /(1 C C~I?({f V4t'tPj
,()..<1c","/,.J/..I,/ pA' / ? {I /J-
"
~.'" 1.1/1J-~
\ \{/ \
. J '. .
:o~ -Jl)1~~~It:~
(SEAL)
Residing at /.:2..:.1. '13.:.-0.'1 G".... clt
_Jh^^-""t., (A I r'J (/1-
I--AJ.d $U
f/.
~~ (SEAL)
Residing at ;) 17
~~
17(){)7
Page 4 of 4 Pages
l'<-....
21-95-744
REGISTER OF WILLS 01<' CUNIlJ(llI.ANIl COUNTY
OATH OF SUBSCRIBING WITNESS
Sherill T. Noyer Illld .Jllck F. Hurley, Jr.
lSOlIlllll
(each) a subscribing witness 10 Ihe will presenled herewith, (each) being duly quallned according 10
Jaw, depose(s) and say(s) Ihal they were present and saw
Ronald G. Tate
Ihe lesla' or
request or testal or in .. i6
dll\~tuml!llllihl>wil~~}.
they
Sworn to or arnrmed and subscribed berore
me Ihls 3 rd day or
octo~ 19~
1J:.- ~.
tJr;/~~
PA 17018
Hur1eY'(N/me)
evollshire Height6
(Address)
Harrisburg. PA
17112
Notertel Seel
Nancy J. Heninger, NOlary Publie
Harrisburg. Oauphln County
My Commls.lon Exp;mo May 25,1998
M_. PennsylvanIa Associalion 01 Not.'IIies
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each), a subscriber hereto, (each) bclng duly qunllned according 10 lnw, depose(s) and say(s) thnt
ramillnr whh Ihe signature or
codicil
lest a' or (one or Ihe subscribing wltncsses (0) the will presented herewith and
codicil
Ihal believes Ihe signature on Ihe will Is In lhe handwriting or
test at believes Ihe signature or the will presented herewith and thaI
codicil
believes Ihe slgnalure on the will Is In Ihe handwriting or
to Ihe best or knowledge and beller.
Sworn 10 or arrirmed and subscribed berore
me Ihls day or
19_
(Name)
(Address)
ReRlsler
(Name)
(Address)
""",""
,.,
".".
'.<",',S'."'_
(,
~i U~ ;';",,~: "', ."
',..
. ,,~;:., ,~"',; .'.
< ,.. ~','r
(,~. \~",...............!
,.",'" '.'.
.,~,' ,: l~f~!':"~l
~": l I-t 'i'... \,;::':.TrJ:~,~'})'t~,:;1.?1~:'{lf"~f1!"'~~
~:':'~~'~'<'-"'f8~it'-';f' 1"t4~;~~~:'~ n~}1n,!'
~1i'::'~:~':r',-,. -:;J ~.'GI.a:'M-'~1~~ ~~(iija~1.1 i~-tq
~7~YrP,...:t~/I:r~~;;~~;::G . ""I'
#:~ r. ':::. _, "-"l,:'t~i~~:~P~1,~;~!O'~},:...""".,.,~\t,;~':r,n"
;~1f~' "H ~(."'~!
~:~~:,' ,
~~:;.';,,: -
w~~c,: .n
",".,
/e.:~'':~ '
~~~~.j~ ,
!iH.;~'~'
f ~,
n,; n .-r~_:;:j:;\j" ,~:',Hr ;~!.
~i 1';
'-r., 1"
I," !"irTr~
'-. '..
"
':"'i i'
.4(.....
",,!,.;
r
;"
!': '"',
,.,. ~'<"
:.:
. _ ' '~C' ','
: r
'f
,
'It,
'f ":!:'
"',
ii'"
:, ~
"{ ti.r
;....." "',,"'" --'~"
: ,,:'.)J'..}:,H . ~;,~ t,
~'i hf~~~~:::"'-
'f.; ~li{~ :'i'.--(t~.fn:~"i
'~~f );(],h ':J:d;,
i. ~J~"',,~';
','r-"'[Ii.::J:
_;,}II
.,~,
~---..
.
",t',r;',"
F 1'l,:~
, '
.'
'i'"
,.,.\,
~. ',-
;;',"
."
('cr
'.
..
.'
,
0&
'.".
.J
If\ >::tf
1/> -,
'0 ,\ ,
!iI co , -, 1 " ., ,--~
'-" I:;: ,
f" ,-- '''f ),
;'~ ~
~ -q
-.r :1
~ I .;,\
i,)" I-
l E5 ',,;
o"J ::'-'-J
- ,: 6
t'i ~~ ~ jj:::J
roo:: , ()()
a:
"..., -"
"
.' "
.' ~ ,;
~ ~~':/:::~~." .;
.. '. ~~
.j:\ o'7.!\{,1
" ,~
';',
. ,
. ,
1 ,\ ", .'~
,1' ;\
." ;
J
.1,,>; ,
....- .... ~- ....," .... -"
I
I
-----------------~---------------------------------
D.'.":.......".'A....'....A..~....O...824. .41 COMMONWEALTH OF. PENNSYLVANIA
~o. ... ' .,k.', .." , . . .... DEPARTMENT O' RIVENUI .
rr~iii; iI 'i4 'V..OF.ICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND UTATE TAX.
ACN
~ ASSESSMENT I!I
RECEIVED FROM, II CONTROL .:I
NUMBER
.
AMOUNT
ABRAMS LAWRENCE B ESQUIRE
RHOADS & SINON
POBOX 1146
HARRISBURG, PA 1710S-1146
101
.~OO.OO
-Io.OHllf
ESTATE INfORMATION,
!'I II E NUMBER
1QI el-19915-0744
!'I NAME Of DECEDENT (LASTI
I;Ii TATE RONALD G
II DAlE Of PAYMENT
iii POSTMARK DATE
COUNTY
SSN ese-34-S151515
(FIRS11 (Mil
CUMBERLAND
DATE OF DEATH
REMARKS
MARTHA JAN TATE
m TOTAL AMOUNT PAID
SEAL CHECK" 3
REGISTER OF WILLS
-~---------------------~-------------------------
'" ':
."
..,
..
, .
"
I
"
. '
.
.
.f
.._- .
~
.j
\.
---------:--..~.M.
, -'
~- .. 1'.....
.
CEltTlFICATION OF NOTICE UNDER RULE 5,6(n)
Nnme of Decedent: Remnld G. Tnte
Dnte of Denth: Sentember 23. 1995
Will No.
1995-00744
Admin. No.
To the Register:
I certlry thnt notice of benenclal Interest required by Rule 5.6(n) of the
Orphnns' Court Rules wns ser;:r on or moiled to the following bcnenclorles of the above.
cnptloned estate on October ~ 1995.
Name Address
Martha J. Tate
Kimberly A. Houtz
Cheryl L. Amsbaugh
Ronald G. Tate
137 Sherwood Drive, Carlisle, PA 17013
408A Small Volley Rood, Hollfox, PA 17032
773 Old Sliver Springs Rood, Mechonlcsburg, PA 17055
1957 Deer Poth Road, Horrlsburg, PA 17110
Notice hos now been given to nil persons entitled thereto under Rule 5.6(0) except
No exceptions
Dote: /)~~,1i, 1995
~~~
Signature
Nome Lawrence B. Abrams, Rhonds & Sinon
Address P,O, Box 1146
IInrrlsburl!, PA 17108
Telephone (717) 233-5731
Copacity: _ Personal Representotlve
X Counsel for personal
representative
75-132
-.....'.......-....-..-,... .--.-
,
,
."".".,.
.
~."-".,.,'_..- -,.,..
''t:'.
,r-:<---
C,+',',,,,".y.
Trede Peymente
P.O. Box 7818
Phlledelphle. PA 1810107818
NO. 239859
STATEMENT OF PAYMENT
("",,~.;;.,.-.~
,:-!t:;:!'.?~. .
.--
\
0100
8713101
DATE 11110/85
CHECK AMOUNT ...........3.00
. 0IiI ",~."..-..v~'iJ"'t[illiiilrll~lT~1N ~,," ._~ --II
" 'JU
-
. "
'.
"
.
'~.
-I ,I'" "
. j ,}
!,., ., t,. ,
I,.' '.;,~
. ,
t
, "
,
.f\
I
r
I
,r to , . ,']
:'. .."r · >
. ..
. '.
'.. .., r.~',
'11 . I .
. .'1....,; l'
,4' .'..
J ,.t ,.,..'
I
,
'$,
'f.-
,/
. ,.;
t, .
.,
,j I
t'
"
-. f'\
\' \0, r,
i'"
.
r
"I
t
il
.f
...J
~ ..,.",...-
~ _ w_
, -J
".....
".-'''~tI. .-....-.....-..,..
--. --'---""'----': r-=
-.--'
,
--.'--.........'.-.... "....
.
,. ~".,
. ---.
. !
S ~reStetes
B-CoreStatee Bri NA
Trede Paymente
P.O. Boo 7818
Phllodelphle, PA 181017616
NO. 245791
STATEMENT OF PAYMENT
~.
0100
11713101
OAll: 12/08/115
CHECK AMOUNT ...........2.00
~.............~ll.J'IkiiI;~lo,ill.~~".~.loft--.....,"'~-,.'........_~~..~....'II
-...........--........
, ,
...
'::."
-t ~ ,. 1.
'. .~. , .
/'. ...,..
I
t
I
I
,.\
. .
I
,
;
/,. <..1
:' '. ...t-. · )-
...
f v' '.
.~ -. r ,of '\
. . 11 .,
.1....; :,,\
~'.. , ,
. :, ...,.., '.
.. .,.;'
,
I
,
't:t.t
"11
-'" .,.,--
-::T
'f .
,j I
r'
"
\' 0, f>.
i, t ..
,
.f
~~-_.~ v--~. -,
_'.J ...- : r'" "1:'.:....
I I
'.- "."
.-.. -- - ......
~ "
~
~_~ F:"""" '.'.., '
..~" ~,~ ..'...--
\
... ---....~..;......-.~-..
, =. " <:;',: '~:;:,'~~(..;,:~~~'::l~7::'~i~~~T::}'
.---:.--.... -,---~ ......',,-"-. .,^. - .
,
.
-
,
.
'.
,
'.
.'lO."
.
',:,
,
....~ . .
. ").;i ~ '~. ".
",
\ ;,'(
<'.~<" ,~ .::.: ;":i"'( .,+
,,,", _, ,; ",",,<f-.- '. ' +'~'" '"l
(;"'~~~,',\~:,'\l"~"' ,,' ",', _::,~'~"L,;:\: "..; '."
~,'<.':~' _, >'~,1'; "-,,,..., ''-;'<':,"',~: 1.'
, " ~~r;,,'~l~~;~~~t;t~e'i~::': 'i i.
.,,,
~,
..:" ~ "1<
c.,.",
., ,~
, ~-..
.
I
.
':\...
.,
)j;i~~E~6\.~~ .
-.-Jut
~ ,/;~'~.,
'".;',.
':;~"~~"
""'-1.':::
.~ /;
,1, "t.....
I"r;t~, :;'.
1::'
rh~l/';.'"
f ,l,
","
H
'"A')
.v] Dee \~ [,n :10
Clr} ,
Cllfl'\."~'
i,'.
.
,<;,.;,~<'.':"
.' ~
:'.'-,-"~
~ ".,
r
I
..C'. ~'~~~~~I~""-
<';':'::~\:{\~/; ,.'. ., '.\~:\;:~.f~':;,~" ' ~
. . . H. :'''::,n;t~',1,i~l;~
--- .'-- ~,. ." .
.. , ':', " -(.
',.\, \" .~. ,.
,C,
,C
,~",.;
, ' :,"~ ~,
..,,'- '
,<,'.>:~,:>,~',~?
" ,-._-;'c-,'.,
."-- ',-,
't".
.' ~,
'\
i.,~.;.
;:,f~'.:
" ~;\~"<--:;:
" : : ~1~! ;;:~';:;
".\"
--.-; ,~;:'"
.0
\.' '
::~:'\""'~~~'~~
.';' i."f~' 'p
'';.J;,'o,.
,
(
(
,
. ~.' :',
::';;'-'
, ,~.
".,
.0,'
:.\.
.
.',1
."'ll
'..\.'
.,,,,'0"
".-'
I'..
..'
'.~
-iI
...
. ,~
\
I
i
\
,
i
'. I
i'
, I
\
\
~, .
!
I
, I
..,.".'.
>
'. )
.. I
(\-
't-
.
.f
,--i.
;:t6~\ ':'), ':'i~/g;z~{:~~'~ iJ:" :,~::.~-~,~-,:_::~~' ~:-
;;i;;i.,:;;i~ ;~~ I.d~'" ::...~t~~~:::~;;, ~ :A:~;7;!:;-.. v' '-'.~
_-t .._-;';'''- ".~,_,_",,,,---,,,--..,,"._'P'_-------
.
~;. ''''. .... -'
........ .
.---~~ .......-..,-- .-.....
,
.\
....~
,.,(,
CoroStates Financial Corp C;U- 9S' 7'1'1
Accounts Payable Department
FC 1.9.461
PO BOK 7616
Philadelphia, PA 19101-7618
-----:"'] ,,,",~~--=..:.:J'
r~",",-~,~...-.:..-:=._. .
I> ''''~''-" ? -----=-='.
~"lo_~i~ I~ u.s.POSIAGj:
c. or.ell'lS "',V:? 'Ii :
I'j.. - 0 3 ., ~ .
~ :. c.::'
/P""""'" .
.~.,~.... t1t"HV3 ____. :
I
:.estates
FORWARDING AND ADDRESS CORRECTION REQUESTED
.
948010/94
~\~ ':,;>i 11'. 'I'" Ii' ,\\'\;v 'II ":;',' ~l~\' !,:~' ",' ,I' " )1"'1" ';,,\\\1 J ~::'~~;':: :t l;,l\',g.\'\\\':';})lll ".I:".:',~~'-'\\~\'\" h,:,.I'.i.\.\.~-::'-'"
,,\,,'\"'~I~' / ':~ '~~'Il\!;i '\~~~\ ~\{ ,:1'\ ""..",( I :~,I \'.J,i~,.l'~~..,., ll)::.~:, ",:,.".:,\l'i,,);,I~(,I!:~~'\'~~';':'-;;1' :~I\l!l\~~':';'~'~';ljl'\l\\!(l~ ~
}i~~"i:'~ ,';:::><' n:'~~;\I'?!':;~::':;"~" ;P',(~:J~~~;~~~!i;;:tJf,:t~~)):ilifu~~r:~.l*Nf,;~:;'lt~*~~~~t@1~~:I'~~~fu
. ",1;\; ,1',-1 '. ," "p' I '};,,.', ~/\1\"'1'1 \",'....;.:....::...'..IIIII,~.~....:,,'t\..'\\' "'I~,,,' \'. \I' ,"{ ,j~l'~~'~ f p'i {(1'/~\~
\ <~~~> '..~ . \ 1':\: ~,: :~~~\~>;, ,1:;\1 ',l,' i: ,Il~~~.'~~~.~~~:: 1i~':~,~~(;~~~~,. ~':.~~~lWI~~~~~.~;':!~~~~:;~\~~~'I;,I'~~. :'~)r. ~~ ~~, ~Y(1)))~1
.., ",' '.\ " ,,.\ Il...-"":,' Il' r..~' I I' \~~' ,'~.l "'~ .l<o',Il11';/ ,.(...:t>, ~ ':t~......-
{';i\i~\~;~:~~~;:~?::}:::;~J:~~P;~.il~ti~~~~~\~I~:~:~~~~i~it~t~~~:l~~~1~~~~&~~4~~~~\;J!;
I' 1 "\ ,"-'\"'1''- "/.ll' r(~ !.!It~, flt,:l I!,~... ~ )lJ))'I!)J':"'\~"~~')~;III~:~\{(t~.~.f:P ~)),!1' ~1~.\I..(qm"'~l, D~~"ll~
\}\.\t~ :~:.(~,' ",. fi~;~~i{~~,t~"~II~~~':::~~'i,~**;'Ii,!.7i!~~~~~~~~R~;~~,~~t~~~;jJ!!Ka~;tu&t~!~b;, ~"~~1~1\~~~~,,\~):;l!::U{'
'"' 11I1
'."IIII,III,"",II.,lIrl.,I.'
.~ ..~.~
~
" .. ~
. lyo. '. r'..~~)..
.. , ,-t . ~.
. ... ',. )., I . ,~. ,
. '
':0'
'! ~ .....1
""-'. ... ~." '. )\
, ....'
I ", ,
t '0- ~.'r~ ~;\
;" , .'
'.,1 . ",. ':\ .
'. "~'.f 1"
::;.:. . ".. ',.',
'4,.".. '.,
. I. .
.,., .~,'
. ; :.. .'
"
.I
t, I
'"..
~.
\'
" .
.f
.- -.-- ..... .,.._..~--' ...
. -, -- ~.---'
-~
~ - .~
...._~..-ff..
..~~1
.,...____' '_H'
"
I
,
I
.
J,
,.'
t
,
\
,
,.'
,.-J
]'"1"
,
,
<~ '
'. _~,C..-'"'
~,-~._.. ~-........-..-.---~.-,............-
.~,~.
.......
...-".-. ......."~,..
,
~
>"
.
,
",,'
"
-, ',~ .
-J.
'd
/
,
"---':"--J"'..",_..--_.,.-.~- ~
~;if:;;~~~t.:'~'~j.?:,r.:,',i'l;:;;~:, '
._;~"'-'.'-~""<"?:"-":".--,,.
-
- -. -~"'-'-"'"
,..---
,
.'
.
.
. ,,~,';' '*~~*~~:l!;~~~,'tei~~,;c1~~~"f!;1~~ti;'~s:%!ii~~~_~1,r:L~,~~~r~~~r;'.~~~'7i:'~c~}'}
dl./-C/.5- 7'11
CoroStates Financial Corp
.. Accounts Payable Department
FC 1.9.461
PO Box 7616
Philadelphia, PA 19101.7618
PHILA. PA.
, . .~.~..:., l"~"'~ --..' ,
, ,dJ 1.;'.:: ~.~' ~ ; .1.' "~"'" 7,~~ 1T ~ ' '
r" ,..,.,~-. ,,':' ',;':'
t;~ !,,:'Vl!'h ~,~. .,;./~"': 1",.1."."
\91:'2012.1~\()A~~'i r'~ 2 , ,.
'..J""; t..,/ ';-' r, '.
CoreStates
.....j.
FORWARDING AND ADDRESS CORRECTION REQUESTED
"l((l~',;,\;i,\~~;~:;;:;;(;~,~~ ~:;ii:~;::~~~::"~;\;,~;i~~;~:~i~:~:~ \\t};~L~~m~,;;;~i!:~::;I~:;W~~;~;iJ[~~'i~~~i~;~~:{
:;I:i~~\::~7~?;;::;:;"~~:;:t:;;~f,:{,::;:~\~&~~~l.f;i~~~J?m~~~fu1t~i~(1:~~f;t~Vt4~~~~~~$~,?~(W'
'/ I\\','J',I\{ \\\\"~1\) '",I\!\,\\:")I\'.U""'''~'!'II':l1l~I;'''~~~;'''''\\l\\\1Il~~"";'i,:~;.ll" ~:i\~~I'\~.' (lf~'~Y'~ rl~~1
:i~<<~i~~~:il'i~';::::):i,~~,<,;:' '''~~%~~~~11111~1~~~11l;'';~~'I~i~'il~~~~~1~~i!~~Vlr~W~~~';~~\~~~~~~~~~~l!.;l:
~~(\\1"i\~'::!I","'i'fj~'~I,I~~~;'f,o?((~.4 ~"I;;(:'\\~\l~.~' '~~;''l\\t~@l'~' !~f.~'(
'~~\~)j)~.i~1~r{;~~,~~,~:!~:;::i$'!'~~i~~~~~~~~~~~1~W~~)~~~~,\~:':~1~
-",'
0480 10104
.' . , ~ :
\ .:
;.
-"
fold at line over ton 01 envelope to the
right 01 the roturn nddross
~
IItI till
1",//1",1/1"""/1"/1,,,/1.,,1/","',,'.',,,11/
t.....,.."",ji~'ii..
___.__....,.........."_'\__..~'_v'_..'
~_~____~'...,..,......--..._\dII~I~~__.,_____
: ~,' , '.
I', . .1,'"
I . ,
..
,,\
. ,
'~$.
.'t ' <I
.. '..... {. .
, , ,.
-;, . ..,.
, ~.. ". .If 'J
"w. . ,r,. ~
.L .. ", .
4 ""',.;' l\
, .
.. ,~' t l
;
"
'.~.. . ~.
-: , .
.1 ..
.."t
"
t"
..c.
~' ..,
~, .
.f
- - .'~ .._--
-....",.,.,-
4. - .
..--"~II'
0.. ._- .....-
_....----~----..~.J
f-
..--"'-...-.....'..'
:.---
..,,__.'.e.-__~___
I
1
I
,
J
...
r
~
0- ~J
....."-;..,.
I '
CoreStates Bank of Delaware NA
PO Box 8920
Wilmington DE 19899-8920
(800) S33-3010
October 26, 1995
.
CoreStates
REGISTER OF WILLS
COURTHOUSE SQUARE
CUMERBLAND COURTHOUSE
CARLISLE PA 17013
.;;,./ QS-7 '1'1
ESTATE OF: RON.~D G TATE
WHO RESIDED AT: 137 SHERWOOD DR CARLISLE PA 17013
DATE OF DEATH: 09/23/95 BALANCE AT DEATH: 3293.90
CURRENT BALANCE: 3293.90
RE: 01-99021205
Dear Sirs:
WRITTEN NOTICE OF CLAIM GIVEN TO:
RHOADS AND SINON
DAUPHIN BANK BLDG
12TH FLR
ONE SOUTH MARKET SQ
HARRISBURG PA 17108
Below is our Proof of Claim to file against the estate mentioned above.
Enclosed is a check for your filing fee, if such a fee applies, and a
self-addressed stamped envelope. Please return the copy of the claim
with your stamp to verify it was received.
Enter the claim of CoreStates Bank of Delaware, N,A., 3 Beaver Valley
Road, Wilmington, DE 19803, in the amount listed above against the
above estate on this date, Finance charges will continue to accrue at
the applicable account rate until the balance is paid in full,
For information, please contact person and extension noted below, rather
than the claimant's counsel.
CoreStates Bank of Delaware,
3 Beaver Valley Road
wrJl~' D~
B . J n
cr~ n s Counse :
Felix A. Cohen, Esq,
CoreStates Bank of Delaware,
3 Beaver Valley Road
Wilmington, DE 19803
N.A., Claimant
Ext, -z13J
N.A.
It,. ..z~--9~
r
.-. 1).(7-7
/ .) -
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
FOR DATES OF DEAfti AftER 1Z'Lf CHECK HEAE
IF A SPOUSAL
tvrns:nl1 ,t:t r'1 "Iutn
FILE NUMBER
21 1995 0744
AEV.lmUt(7-gt,
CAB t
H P L 4,
EP8
CSK r.71
KpSU\JS,
cou ~P.t'."t,\th!fr'b',P.fo!\.'1'll'b~.NI.
H"RAlSR5~ci ~~~h..oeot
OECEDENT'INAUE ILAST, FIAIIT.ANO "'IDDLE IN'ttALI
DECEDENT'S COUPLET[ "00RE81
137 Sherwood Drive
Carlisle. PA 17013
o
E
C
E
o
E
N
T
SOCIAL sEcunITV NUUDE"
OAf[ OF CEAW
UATEOF DIRfli
a
Rem,llnder Return
Ilor dale. 01 deall1 pOi'" 10 12.13.82)
Federal eltate Ta.. Return Rllqured
Total Number of 5.'. Deposit BOkes
IIF APPLICAOLEJ sunVIVINQ SPOUSE'S NAUE tLAst,FIRSr A~O "UOOlE INITlALI
""'OUN' IlECEIVEDI8[[ IN~'nUCl'la"'SI
0'191011 Return
Lrnlled E.UIe
2. Supplemental Relurn
41, Futuro Intere,t Compromise
I'ot dlle. 01 deall1 Iller 12.12.821
D 7. Decedent Maintained a Uving Trus'
05
....ll..-B
Decedent Died Te'lIte
C P
0 0 HAUE
R N
R 0
E E TELEPHONE NUMBER
5 N
T
COMPLETE MAILINDADDRE8!
Rhoads & Sinon
P.O, Box 1146
R
E
C
A
P
I
T
U
L
A
T
I
o
N
1. Real E.Ute ISchedule A) (1)
2, SlOcko Ind Bonds ISchedule Bl (2)
3, Closely Held SlOck/PIr1ne"hlp Inlerest (Schedule C) (3)
4. Mlng19" and N01eo Recelvlble (Schodule 01 (4)
5. Cllh. Bank Depo.1ts & Mlscelllneous PerlOnll Properly (Sch, E) (5)
5, Jolnlly Owned Properly (Schedule F) (8)
7. Tranole" ISchedule 0) (Schedule L) (7)
B. TOIII 000.0 A..ets (10111 Uneo 1-7)
g, funeral Expenses, Administrative Costs, Miscellaneous (9)
Expen... (Schodule HI
10, Debts. Monglge Ulblhbe.. Uen. (Schedule I) (10)
11. TolIl DeduCben. 110111 Uneo 9 & 10)
12, Net Value 01 Esllte (Una B mlnuo Une II)
13, Chlrltable Ind OovernmenUI Bequests ISchedule Jl
59,456.20
0.00
(8)
59,456.20
13.653.74
17.835.5B
(11)
(12)
(13)
15, Spousal Transle" 110' dates 01 delll1 Iller 6.30.94)
See Instructions for Appliclb~ Percentage on page 2. (15) 16.4B9.B2 X!UL' 0.00
(Include vllues ~om Schedule K 0' Schodule M)
18, Amount 01 Une 14 uxable al 6'11. rile (16) 11.477.06 X ,06 . r,BB.62
Ilnclude valueo ~om Schodule K or Schedule M,)
T 17. Amount 01 Une 14 Uxablelt15% rite (17) 0.00 X .15 . 0.00
A
X (Include valueo ~om Schedule K'" Schodule M)
C lB, PrlnclpelllX due (Add tax ~om Un. 15. 16 and 17,) (15) 6B8.62
0 19, Credits Spousal Poverly Credit Prior Pal'11ents Discount Interest
M
P 0.00 t 500,00 t 26,32 0.00 (19) 526.32
U
T 2O~n~ 'i:e~:' h:;; I~:,t~:~::::::~~:~~~ ~;:~ :~:,~::fRPAYMENT. (20) 0.00
A
T
I 21. II Une 18 is 9reater thin Une 19. ento, lI1e dlllerence on Une 21, Thl.ls lI1e TAX DUE, (21) 162.30
0
N A. Enter the Interest on the balance due on Une 21A. (21A) 0,00
B. Enter lI1e 10111 01 Une 211nd 21A on Une 21B, ThiS IS lI1e BAL4NCE DUE. (21B) 162.30
· · BE SURE TO ANSWER All OUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ ..
Undl' plnlollln 01 petJlIY, I dlet"llhall "an a.lmlnad 11'111 rat""", Ineludlngaeeo".,panylna ,ehldul..and 1111'11'I1"11, Ind 10 Ii'll bnt 01 my llno...,l.dgl and bllill, II IlttU.,
eorrlela"d eompllll.1 dlel"ll"ltaU,.alnlall hal bllnrlporlld II trUI matll.t v"uI. Dlel"ltlonol prlparlr olhlr 11'1." Ii'll p.ttonal r.prlunllllvl II blud o""lIln'or"",Uon 01
which prlparel" h.,.nv llnowlldgs.
SIGNATURE OF PERSON RESPONSIBLE FOR FlllNQ RETURN ADDRESS
137 SheJ:WOOd Drive
ER H~E:RESENTATIVE ADDRESS
lQ.lh,(~ Rhoads
DATE ,)
~,/2iJ ,q!6
~.Tr_.~ 1111-.
FM~
& Sinon. P.O. Box 1146
Copyright Ie) 1n.. form 10UW"1 Only CPSy'II".",lnc.
\
.~'t:~1-: ~~:E'~;':,}~1~~~~t}:l:;~~!7f~~~l~~,~~j~':~~~7g,,~~1'
"
, -'''''::r-.. ;, I
':'.
."
:~A 8orOH,,,--~'IC:.:-
.. .,... .J.;~ ....cr~.,D'" 'I.:{ ,
, ATI.AWI"~''?'~ I',,~'..
.. ....~;, ~VNM 1'1~J.10t0.. .tt.' ,t. .
" , ~\', ", ~'..!!' :!l~' ".._. ,.! ..~'''' '. .,~ ._ . ". '
!...... t-:t1'~' '.3i :")~-r . ~ ~~.t\.,.:o.I'''''''
'. , '. ',., ~,..t'..::....t~.-".o;'r :' ."J_....... .....~~8nW'rc.'... ,'; I r"Ii.t':J"";';'
. .' .., 'l::)r: .O).'I~ _... " "'J"r' .. .\'1'- .
:. '..-.!.':..'~~S'~~~i~\~~'iif~;;"~"i~:..":'~ ;jo.~\"~,r.:.I"":" :f' "'.,~-:
. .~: ,-. ~ .' .' ..
I.. .,.'
~...
': ;.
...........
LAST WILL AND TESTAMENT
ill:
RONALD G. TATE
I, RONALD G. TATE, of the Borough of Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing
mind and memory, do make, publish and declare this my Last Will
And Teetament, hereby revoking all Wills and Codicils by me at
any time made.
ITEM I:
I direct that all inheritance and estate
taxes becoming due by reason of my death, whether such taxes may
be payable by my Estate or by any recipient of any property,
shall be paid by my Executor out of the property passing under
this Will, which is not specifically devised or bequeathed, as an
expense and cost of administration of my Estate. My Executor
shall have no duty or obligation to obtain reimbursement for any
such tax paid by my Executor even though on proceeds of insurance
or other property not passing under this Will.
ITEM II:
I hereby exercise all powers of
appointment which I may have at the time of my death in favor of
my Executor, and all property subject to all such powers of
appointment shall be included in my Estate.
ITEM III:
I give and bequeath all of my household
furniture and furnishings, automobiles, books, pictures, jewelry,
china, linen, silverware, wearing apparel and all other articles
of household or personal use and adornment, together with any
interest which r may have in the residence at 301 Vesta Drive,
Page 1 of 4 Pages
\
"
# ," ".",. "
Middle Paxton Township, Dauphin County, Pennsylvania, to my
children living at the time of my death, in equal shares, to be
divided as they shall agree.
ITEM IVI
I give, devise and bequeath all of the
rest, residue and remainder of my property, real, personal and
mixed, to my spouse, MARTHA JANE TATE, if she is living at the
time of my death, if she is not then living then to my then
living issue, PER STIRPES.
ITEM VI
In the settlement of my Estate, my
Executor shall possess, among others, the following powersl
(a) To sell either at public or private
sale and upon such terms and conditions as my
Executor may deem advantageous to my Estate,
any or all real or personal estate or
interest therein, whether owned by me
severally or in conjunction with other
persons or acquired after my death by my
Executor, and to consummate said sale or
sales by sufficient deeds or other
instruments to the purchaser or purchasers,
conveying a fee simple title, free and clear
of all trust and without obligation or
liability of the purchaser or purchasers to
see to the application of the purchase money
or to make inquiry into the validity of said
sale or salssl also, to make, execute,
acknowledge and deliver any and all deeds,
assignments, options or other writings which
may be necessary or desirable in carrying out
any of the powers conferred upon my Executor
in this paragraph or elsewhere in my Will.
(b) To pay all costs, taxes, expenses
and charges in connection with the
administration of my Estate. My Executor
shall pay expenses of my last illness and the
expense of disposing of my remains.
(c) To distribute my Estate in kind or
in money. If any assets are distributed in
kind, they shall be distributed at their
respective value(s) on the date(s) of their
distribution.
Page 2 of 4 Pages
j,
(d) To do all other acts in the
judgment of my Executor necessary or
desirable for the proper and advantageous
management, investment and distribution of my
Estate.
ITEM VII
Any person who shall have died at the
same time as Testator or in a common disaster with him, or under
such circumstances that it is difficult or impossible to
determine who died first, shall be deemed to have predeceased
h~.
ITEM VIII
If at any time any minor child shall be
entitled to receive any assets hereunder, Dauphin Deposit Bank
and Trust Company, Harrisburg, Pennsylvania, shall act as
Guardian of the assets payable to such child. Said Guardian may
receive and administer all assets authorized by law and shall
have full authority to use such assets, both principal and
income, in any manner said Guardian shall deem advisable for the
best interests of such child, including college, university,
post-graduate or other education, without securing court order.
Said Guardian shall have all the rights and privileges as to the
Guardianship(s) and the assets thereof as are herein granted to
my Executor as to my Estate and the assets therein.
ITEM VIIII
I hereby nominate, constitute and
appoint my wife, MARTHA JANE TATE, to be my Executrix (herein
called "Executor"). My Executor and Guardian specifically are
relieved from the duty or obligation of filing any bond or other
security.
ITEM IX:
If I survive my former spouse, LINDA ANN
TATE, and am survived by minor children, I nominate, constitute
Page 3 of 4 Pages
,
4'
-
and appoint my wife, MARTHA JANE TATE, to be the Guardian of the
person of each such minor children.
ITEM XI
It is my wish that my body be cremated
and my ashes scattered to the winds at a place designated by my
E~ecutor. It is also my wish that there be no funeral and that
,
only a simple memorial service be conducted.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this my Last will and Testament, consisting of
I
the preceding three (3) pages, this 7--a.ay of '?J/t2-<j....
1985. t7.
~~~
this and
,
-
(SEAL)
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the
above-named Testator as and for his Last Will and Testament, in
the presence of us, who, at his request and in his presence and
in the presence of each other, have hereunto set our hands and
seals the day and year above written, and we certify that at the
time of the execution thereof, the said Testator was of sound and
disposi 9 mind and memory.
(SEAL)
Residing at If f(1 C C.r{;((f I/''''~L'l
(J~f//J/,I/.A/ p",f 1?t7/J-
"
.. c.YI~.
l~ ~
.J ~
p, -il))~~..L
(SEAL)
Residing at L :2.':;. -a~l G-~_
_I~ (.1. 1~'7-
r~~
~
~ (SEAL)
Residing at .::J 17
~~
, 7()D7
Page 4 of 4 Pages
Act 148 01 1994 provide I lor the reduction of the lax relel Impaled on Ihe nel vllue 01 Irlnllerl 10 or for
the ule of Ihe SpOUII. The rllelll prescribed by Ihe slllUln will be:
83% (.03) will be Ippllclble lor ellllel of decedenll dying on or efter 7/1/94 Ind belore 1/1/96
82% (.02) will be Ippllcable lor ellllel 01 decedenls dying on or after 1/1/96 end belore 1/1/97
81'llo (.01) will be eppllcable lor es18lel 01 decedenls dying on or efter 1/1/97 Ind before 1/1/9a
8Spousellrensfers occurring on or eller 1/1/98 will be exempl Irom Inherllence lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
1, Did decedent make. ranolor and:
2. II dealh occurred on '" before December 12, 1982. did decedent wtlhln two yeMO preceding dealh
ranller propeny wtlhout receiving adequate conliderallon? If de.lh occurred alter Decembe, 12,
1982. did decedent ..anster properly within one year af death wtthout ,ecelvlng adequate
consideration? . , , . . . , . , . , , , , . , . . . , . . , , , , . . , . . . . . . . , . , . . . . . . . . . . , . . . . , ,
I
I
I
3. Old decedenlown an 'In trust fot'bank accounl.l his or her death7 , . , . . . . . , .. , . . . .., . . . . , , . , .,.
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
co"r",lfb\~~~,WhY.Nt.
SCHEDULE E
CASH. BANK DEPOSITS AND
MISCELLANEOUS
REV. 'DOl EX + (1.17)
Ronald O. Tate
FILE NUMBER
21-95-0744
ESTATE OF
ITEM
DESCRIPTION
VALUE AT DATE
1
1982 Mercedes sedan, per
proceeds of sale
6,000,00
2
1982 Mercedes station wagon,
per proceeds of sale
2,200.00
3
1994 Ford Explorer, per net
proceeds of sale of $19,000
1essl $16,566.94 secured loan
with Ford Motor Credit
2,433,06
4
Jewelry, per appraisal
744,00
5
Miscellaneous personal effects
100.00
6
Capital B1uecross/Pennsy1vania
Blue Shield - reimbursement
for prescriptions purchased
229.83
7
Capital B1uecross/pennsy1vania
Blue Shield - reimbursement
for prescriptions purchased
316.12
8
Capital B1uecross/pennsy1vania
B1ueShield - refund received
for balance of insurance
policy
26B.75
9
Confederation Life Insurance
Company, contract number
OH18852 - disability benefits
payable to date of decedent's
death
1,565.30
(Anech Iddltlonl18 1/Z' . 11"lheelS If mofe apace 10 needed,)
COPVflghllcJ '104 fewm loflwlI. onlV CPSVI'e"",lnc.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS PROPERTY (continued)
ESTATE OF, Ronald Q, Tate
FILE NUMBER, 21-95-0744
ITEM
NO
DESCRIPTION
VALUE AT DATE
OF DEATH
10
Travelers Insurance Annuity
Account No, 23725SA55449 .
undar a struotured settlement
agreement, decedent was
entitled to 96 monthly
payments of $847.17 which, in
the case of his death, would
be paid to his Estate. The
policy was owned by Travelers,
not decedent I he had no
ability to anticipate
payments, At his death,
decedent had received 30
payments, leaving 66 payments
remaining, These benefits
were valued as follows I
45,599.14
$847.i7 X 12 ..
rate per tables
$10,166.04
4.3325
44,044.37
annual benefit
annuity factor for tem certain of
51:1 years at 7.8%
1.0353 adjUSbnent factor for monthly payments
45,599.14
Total, (Carry forward to main schedule) , . , $
45,599.14
. l,\,
"') L. <-
"fravelerslnsurance
^ M.mbnol TravelersGroupl"
October 26, 1995
Shawn Lochinger
Attorney at Law
PO Box 1146
Harrisburg, PA 17108
Dear Mr. Lochinger:
Annuitant: Ronald G. Tate
Account: 23725SA55449
This will acknowledge receipt of the notification to The Travelers
of the death of Ronald G. Tate. We wish to extend our deepest
sympathy to the family at this lime.
In accordance with the terms of this account, Ronald G. Tate was
receiving a monthly annuity of $847.17 with 96 payments guaranteed.
The first monthly installment under this account was made payable as
of April 15, 1993.
Our records reflect that he lived to receive 30 monthly installments
of $847.17. At his death, there remains 66 monthly payments, the
first due as of October 15, 1995. In accordance with the terms of
the governing agreement, it is provided that upon the death of the
annuitant, the remaining installments are to be paid as they fall due
to the Estate of the annuitant.
To enable our company to establish our records in accordance with the
terms of this account, it will be necessary to secure the completion
of the enclosed statement of claim form along with certified copies
of the appointment of the legal representative for the Estate of the
annuitant. We would also appreciate your providing us with a
certified copy of the Certificate of Death and the return of the
october 15, 1995 installment. A return-addressed envelope is
enclosed for your convenience.
As soon as the above documents are received in this office, we will
be in position to establish our records to continue payments to the
Estate in accordance with the terms of the above account.
We trust the above information is of some assistance. However,
should you require additional information with regard to this
account, please contact us directly at 1-800-521-3099 Monday through
Friday, from 8:00 AM to 5:00 PM Eastern Time.
Sincerely,
l- )]/' _ ' I
I ,ti IA_j ~ (oCl,'<.' -
Mary LeSbveck
Annuity Benefit services, 7MB
REV. tSto EX . 12'17'
CO~~..'IJllrt1~4\~,Whl"NI'
ESTATE OF Ronald Q, Tate
SCHEDULE G
FILE NUMBER
21-95-0744
THIS !MUST I IITa'l 'T"'.. 'THI '"'V...
ITEM OESCRIPTlON CJ' PROPERTY EXCLUSION TOTAL VALUE OEC'D, DOLLAR VALUE CJ'
'.on Includ. N,.,. 01 th. t,an,""', th.1r 'l(,INT,
1 Lincoln National Life
Insurance Company, Contract
No. 97'5089383, tax deferred
annuity, payable to children
of decedent. Decedent had not
attained age 59 1/2 at his
death. Value at date of
dea th, $28,487.19, per
attached statement, not
taxable in decedent's estate. 0.00 0.00 100 0.00
TnTAI '" I. 0,00
(II more apace" needed, In..n additional shee.. 0' IIII1IIlIlze,)
COP~lahl (el tll4'OI'm .oft".,. Onlv CPIVII.m., Inc.
'0"" 1500 Ich.dul. GIR.v,2.171
'ntIfP&rftl.lfi.
..... UNCOl.N NATIONAlCORPOAATlON
AS rAINClrAl rOA ITS OWN ACCOUNT AND AS AOENT FOA
llNCOLN NATIONAL lirE YAAIAIU ANNUITY rUNOO
CONFIAMS TNE TAANIACTIONO NOTED HUEIN
ANNUITY CONTRACT
CONFIRMATION' STATEMENT
RONALD G TATE
137 SHERWOOD DR
CARLISLE PA 17013
PURCHASE PAYMENT CONTRACT NO CR NO
HOH[ ""5oa"n OS.CR0767.
DEDUCTIONS SOC SEC NO PC CODE
11011I zaZ.".1S5S SS"OU
TAX WITHHELD CUSTOMER REP AOENT CODE
..... ttlLER RICHARD nun
NET PAYMENT STATEMENT DATE MAIL CODE
PARTICIPANT
TATE RONALD a
"',707.16- 11"19-95 SlOS
PLEASE NOTIFY LINCOLN NATIONAL OR YOUR LOCAL REPRESENTATIVE IF THE 'IOY[ ADDRESS IS
INCORRECT. TOLL FAEE 1-100-341-1212,
ACCOUNT TRANSACTION TRANSACTION
DAle IYPE
[HPlOVEE SALARY REDUCTION CONTRIBUTIONS
'IXED ACCOUNT 11-0'.'5 DEATH CLAI"
AMOUNT UNIT VALUE ON UNITS THIS TOTAL ACCOUNT VALUE ON
TRANS DA7E TRANSACTION UHITS STATEMENT DATE
121,707,1'.
HIA
HIA
11/51/'6 4031 VALUE
TOTAL ACCOUNT VALUE fOR EMPLOYEE SALlAY REDUCTION CONTRIBUTIONS
n',2".31 aa [lEC 0[, VALUE tl7,'76.S.
I.oa
.
WI
..
l:l
.
I!
;;;
--
II
IiiII
a
=
!i
(0ff tJ- -
~ ' ~dO
IlIrddl
COHTRI'UTJOHS
TO DATE
WITHDRAWALS
TO DATE
TaUL "CCDUn
VALUE
1.4,601.76
11,'".00-
IlOIIE
,..,.... ,"'.~"';,. --'"""1'''''''''
cour",lfl;\~~~~ANIA
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
REV .11" EX. '''.11'
ESTATI!OF Ronald Q, Tate
A.
B.
C.
I'ILI! NUMBER
21'95-0744
ITEM
DESCRIPTION
AMOUNT
1
Funera' Expense.:
Neill Funeral Home
balance due
3,805,35
2
Mertha J. Tate
reimbursement of payment to
Vieaggio's Ristorante for
funeral luncheon, ba1ence due
1,122.44
Total funeral expenses from continuation page(s),
343.39
1.
Admlnlot,etlve Coat.:
Petsonal Replesenlative CommlS5lons
Social Security Number of Personal Representative:
Vear CommlS5lono paid
0,00
2. AllOrney Feeo
4,000.00
3.
Family Exemption
Claimant Martha J. Tate Relationship Survi vina SeOURe
Addreso 01 Clamantet decedent'o death
S..eetAddress 137 Sherwood Drive
City Carlisle State 2A- Zip Code 17013
3,500.00
4.
Probate Feeo
109.00
1
Mlocellaneouo Expenoeo:
Martha J. Tate
reimbursement of personal
expenses incurred relating to
administration of estate
100.00
2
Rhoads & Sinon
reimbursement of payment to
Cumberland Law Journal, legal
advertising expense
reimbursement of payment to
The Patriot News, legal
advertising expense
73.60
40.00
3
Rhoads & Sinon
out-of-pocket expenses
reserve - final expenses and
filing fees
250.00
144.96
(II more apace 10 needed,ln..n eddlllonel ohlO'e 011l1ll8 0118.)
Cop)'flghllcl'"4 'orm laltw.,. only CPlrlteml, Inc,
r<:f'";"1o'F1'~_.~ .+. ....;."~__,__
SCHEnULE H
FUNERAL EXPENSES (continued)
ESTATE OF. Ronald Q, Tate
FILE NUMBER. 21-95-0744
ITEM
NO
DESCRIPTION
AMOUNT
3
Martha J, Tate
reimbursement of payment to
Pea1er's Flowers for funeral
sprays, balance due
343,39
~ ~
"
".\
Total. (Carry forward to main schedule) , . , $
343.39
SCHEDULE H
MISCELLANEOUS EXPENSES (continued)
ESTATE OFI Ronald Q, Tate
FILE NUMBERr 21-95-0744
ITEM
NO
DESCRIPTION
AMOUNT
4
Martha J, Tate
reimbursement for payment of
expenses relating to
preparation of 1994 Ford
Explorer for sale (includes 1
advertising, cleaning, notary)
100.00
5
Landis Jewelers, Inc,
appraisal fee, jewelry
65,00
Total, (Carry forward to main schedule) , , . $
165,00
REV.. 1&12 EX. (1.83)
SCHEDULE I
DEBTS OF DECEDENT,
(,
eO"UO~WEALTHOF PENNOYl.VANIA
INH AIfANeerA. RETURN
A 81DENT DECEDENT
ESTATI!OF Ronald G. Tate
.
,
.
~.
,
~~
;)
'[
!
f
10
FILE NUMBER
21-95'0744
ITEM
DESCRIPTION
AMOUNT
1
CoreState Bank, N.A,
balance due
3,293.90
2
PNC Bank, N.A,
balance due
1,808.54
3
Martha J. Tate
reimbursement of payment to
Financial Trust Company,
balance due
713.67
4
MBNA America
balance due
921.27
5
Brown, Shultz, Snyder & P1esic
decedent's share of income tax
preparation fee
1,192.50
6
Penn Credit Corporation
balance due
458.16
7
West Shore Pharmacy
balance due
558.04
8
PA Department of Revenue
one-half joint liability for
1995 personal income tax
256.50
9
Internal Revenue Service
one.ha1f joint liability for
1995 personal income tax
4,805.50
Internal Revenue Service
one-half joint liability for
1992-1994 personal income tax
and interest due per IRS audit
1992 - 1,685.50
1993 - 872.00
1994 - 1,270,00
3,827.50
(II more opecela noeded,ln18n addl1lonaloheelS 01 ume a1ze.)
COPyrllll'lllcI1n4 fOtm loll..,. only CPSYII.ml,lnc.
"EV - lIU3 EX . 11.11)
cout:,'ll\lrb\~4\~~~ANIA
ESTATEOP Ronald G. Tata
SCHEDULE J
PILE NUMBER
21-95-0744
ITEM
NAME AND ADDRESS OP BENEFICIARY
RELATIONSHIP
AMOUNT OR
1
A, TIXAble BequIII1:
Martha Jane Tate
137 Sherwood Drive
Carlisle, PA 17013
Surviving Spouse
Residue 9f Estate
2
Kimberly A. Houtz
40BA Small Valley Road
Halifax, PA 17032
Daughter
1/3 equal share
of personal
property
1/3 equal share
of personal
property
1/3 equal share
of personal
property
3
Cheryl L. Amebaugh
773 Old silver Springs Road
Mechanicsburg, PA 170S5
Daughter
4
Ronald G. Tate, Jr.
1957 Deer Path Road
Harrisburg, PA 17110
Son
ITEM
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
B. Ch8lltable Ind Governmontal Bequeol1:
None
(If mo,e opecelo needed,lnsert eddlllonal oheeto 01 eame aile)
Cop)'l'lghllc) t884 lorm loll...." only CPSVII.ml, Inc.
Form 1500 Sch,dul. J I"n, J.e7)
REV- I..." Utl,'nl
COMMONWEAl.l'HOF PEttNBYlVANtA
INHERt1'ANCE fAX RnURN
SCHEDULE 0
TRANSFERS TO SURVIVING SPOUSE
ESTATE OF
Ale Number
Ronald G. Tate 21-95-0744
PART A: Enter the description .nd v.lue ol.lIlnte,e,,,, both llxable .nd non-II..ble. regardless olloc.Uon, .nd nel 01 doductJon,
1 Residue of estate consist n9 of:
16,489.82
Cash
Balance of Annuity payments payable under Travelers
Annuity Acct. No. 23725SA55449
Value of Residue calculated as follows:
Gross Estate
Less: Debts and expenses
Less: Pre-residuary bequests
Net Estate
$59.456.20
(31.489.32)
(11.477.06)
16,489.82
Part A Total' Enter !hI! total here and lnthe loouse', -Amount Received- block on Paae 1
Election To Subject Property To Tax Under Section 2113(A) As A Taxable Transfer By This Decedent.
II. ~u'l 0' 'imllar .rr.ngement meats tho requiremonl of SoC1lon 2113(/1), .nd:
.. Tho trusl or similar arrangemenlls listed on Schedule 0, and
b, The valuo of tho trusl or similar arrangemenlls entered In whole or pan as an assel on Schedule 0,
then the transferor's personal representative may specifically identify the trusl (all or a fractional portion or percentage) 10 be included in the election
10 have such tru'1 or simIlar property treated as a taxable transfer In this eslate, If leIS than the entire value of the trust or similar propol1V Is Included
as a taxable transter on Schedule 0, the personal representatlvD shall be considered 10 have made the election only as to a fraction at the trust or
similar arrangement The numerator of this traction Is equal to tho amount 01 the trust or similar arrangement Included as a taxable asset on Schedule 0,
The denomInator Is equal to tho total value at the trust or similar arrangement
16,489,82
ELECTION: Do you oleCI unde, SeclIon 2113(A) 10 tr.ateo e taJcable1renoler In thlo oollto all or e polllon ola1ruot or olmllar a"engemenl
crealed for lhe lole use of thl. decadent'. surviving SpoUIO during lhe surviving SpoUIO" entire lifetime?
YES 0 NO [i] Slgneluro Date
Note' If the sleetloR ADolln to mare than one trult or slmlla, arranaement then a lenlr.le form mUlt be slaned and filed
Part B: Enter the description and value of alllntetest5, both taxable and non.taxable, regardless of location, and net of deductions
None
Pan B Totallsee Instructions'
0.00
d /;...; (. -;l !Y fy
~J.L ...".
.L
Inventory ollhe real and personal esl~le 01
Ronald I:. Toto.
deceased
1982 Mercedes Sedan, per proceeds of sale
$ 6,000.00
2,200.00
2,433.60
744,00
100.00
229.83
316.12
268.75
1,565.30
1982 Mercedes Stetion wegon, per proceeds of sale
1994 Ford Explorer, per net proceeds of sale of $19,000,00
less $16,566,74 secured loan with Ford Motor Crodit
Jewelry, per Appraisal
Miscellaneous personal effects
Capital Blue Cross/Pennsy1vanie 81ue Shield . reimbursement
for preacriptions purcheeed
Capits1 Blue Cross/Pennsylvania Blue Shield - reimburaement
for prescriptions purchased
Capital Blue Cross/Pennay1vania 81ue Shield - refund received
for ba1ence of inaurance policy
Confederation Life Insurance Company, contract No, GM18852 -
disability benefits payable to date of decedent's death
Travelers Insurance Annuity Account No. 23725SA55449 . under
a structured settlement agreement, decedent was entitled
to 96 monthly payments of $847,17 which, in the caee
of his death, would be paid to his Estate, The policy
was owned by Travelers, not decedent: he had no ability
to anticipate payment. At his death, decedent had
received 30 payments, leaving 66 payments remaining.
These benefits were valued as follows:
$847.17 x 12
rate per tables
$10,166,04
4.3325
$44,044,37
annual benefit
annuity factor for term certain
of 5~ years at 7.8'
1. 0353
$45,599.14
adjustment factor for monthly
payments
45.599,14
Total Inventory
$59.456.20
I
.~'n_.-,~:~ ..
,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I.
J
Ul
Martha Jane Tate
.ccording to I.w, d.po", ...d "y' th.t sh. is the Executrix
01 th. E,lat. 01 Ilonald G, Tate
I... 01 . the_:.o~,:I,I}p .~~ ;<;_~~v~r Spr~n1L- , Cumbe,l.nd County, P." d.c....d .nd Ihll th.
withIn h .an inventory m.sde by \1.})'t hi! .J.lf"tP ''';It.P t the ..id Execut rix
01 th. .ntir. ....t. 01 uid d.c.d.nt, con,hting 01 .11 the p.non./ prop.,ty .nd r..1 ....t.. ..c.pt ,..1 ....t. ouhid.
th. Commonw..llh 01 Penn'ylv.ni., .nd th.t the ligur.. oppo.;t. ..ch it.m 01 th. Inventory r.p....nt it'. I.ir v.lu.
.. of th. d.t. 01 d.cedont', duth.
b.ing duly
sworn
Sworn to
I Y:.u.H-.c.. JUi.... 1a1<.
Martha Jane Tate, Executrix
137 Sherwood Drive
and .ub.c,ib.d b.lor. 10',
June 25,
96
19
~
Carlisle, PA 17013
""dr...
--1-.
, a'I.t;~c--
NolmMI Senl
Nanoy J, IiM,no.r. Notary Public
HQrnaburo. O~uphln County
My Commln.lon E.plr". May 25. IG9R
o. t. :;'r"lr.'.'i~\'Iv"" -... MJl
Do,
September
Month
1995
v..,
INSTRUCTIONS
I. An inv.ntory mull b. W.d within Ihru montho .It., .ppointm.nt 01 p.nonal..pr...nt.llve.
2. A .uppl.menl innntory mull b. filed within thirty d.y. 01 dl.covery 01 .dditlon.1 ....h,
3. Addition.1 .huh may b. a"ached .. to p.nonalty or rulty
4. SOl Artlcl. IV, Flduciarl.. Act 011949.
eo
c
....
..
"'-
en
..
QJ
.:. ...; '"
>- ...
... w .... !: .....
'" ... en . .....
... ~ w 0( .... .. I
A. ... u co
... 0 QJ 0 .. 0
..... 0 w VI .... C
0 '" ... .....
I l- X A. III "'- .....
'" Z ... ... u. (-0 .... .; .....
0( 0 .c
'" u. ... . Ul A.
'" W 0 0( w '" 5 ,:. "'<
~ > Z '"
C "......
Z 0 'tl ~ 0- -
C .... ~ ,,- .M
- VI a
0 '" Z III U '" ... ",eo.....
Z 0( " QJ ...
W 0 .c o .. '"
A. '" .... '0 QJ "," I
c U .aM
- ~ " Ul ro,
0 ;; QJ ..... C"'.
.. n:I 0... I
... '0 :J o .....
.. e ~ j 'Ill
.. ~ "'::c ...
... U ~ '"
HCN,", w. ,,"GAGe
ftOH," H. LOMO,~",.
MfCftlU,T."Oye..
.u.H fl. HtDCN
fttCHAltD.. WOOD
U\WflCNCC.. A8MWallr
J. .flUCC WALTe..
~OH" fl. lUoNaCCM
"AANK~. &.&ac..
... .TC~CN 8HlMA
C~"""CCM'
fIAU," A- LUNO<<CN
~ACKF.HUM.C'l',~IIt.
NATHANH.WATC...,.'"
DAYtD.. DOWUNO
DAVID F. o'1,EM't
DA"'D O. TWADDCU,
CHAIIt'-Ca J. re..'"
.TAHLEYA. ."I'H
~CN. H. DAMGMIID"
DAAKC D. NM:HOVoa
'AUO.....nCIITO ,tte ,.~....
1HO...... It. ""CHeM
DCAN H, OU..N.C....C
DONNA ",.I. C~"
CHAltLC. C. OU1.HAU.
L.UC't C. KNIHLI't
PAUL.'. <<....u.
.HAWN O. \.OCHINOC"
~,...r:. H, CAW\C'l'
'1"01H't J. ""aTe"
JCNe.., ..UNl.
LOflIIJ.....CUtO't
,,1".CJtl.'t Ala....Hl NOll.
",""NIA fI, HCNKHCl.
aUaAN C, acHWAII
DCAN". ~r:""","CI
TODD~. aHlu'
"CNNIPC..... ...HUOH
ltCNNCTH L. "OCl.
,"oMM,J, NCH'UA
HAND DEUVERY
Ms, Mary C, Lewis
Register of Wills
County of Cumberland
1 Courthouse Square
Carlisle. PA 17013
Dear Ms. lewis:
.
~~ Go -;15- 9t,
RnOADfJ AI SINON
ATTO"HEva AT LAw
DAU~HIN BANK BUILDING
TWILP'TH FLOO"
ONI SOUTH MA..KIT SOUA"I
P.O, BOK 114lte
H^,""..U"CI, PA 17108.11<4.
TELI:PHONI: 17'71.:0:0..7:01
0' COUNNL
,..,.,.",....."ON
JOHN C. DQWUNO
.-AU," H. ,,"GAGe
'M".'....
.10""". MuHnlUoN
1.,.1..0
Cl.Y\.& ". HINO<<.....O'
,....,.ea
,AX NOBI
OENEftALz 7'7..3..1~..
MUNICI~ALO"OU~I 717..31....10
UTIOATION OftOU~1 717..31".~7
D1"CCT ow. NO,
'11.& NO.
231-6671
June 25, 1996
189/03
Re: Estate of Ronald G. Tate
Enclosed are the following in connection with the above-referenced Estate:
1) Pennsylvania Inheritance Tax Return, In dupllcale, showing balance
due of $162.30:
2) Check In the amount of $162.30 as payment of said balance;
3) Inventory:
4) Check In the amount of $25,00 as payment for filing fees in
cOMectlon with the Return and Inventory:
5) A copy of this lettilr, together with the first page of Return, which
we ask that you time stamp and return to our messenger: and
YORK O,.'ICEI
11. EAST MARKET STRtET. YORK. PA 17..01. TELEPHONt: C7171 ...:I......,.AX (717. ...:.......
LANCAaTER OP',.ICEI
I. NORTH UMC aTREET, LANCASTER. PA l7eol. TELEPHONt '7171 :I.7.8117."AX 1717. :..7.111.'1
A"ILlATEO O,,.ICEI
BUITE I.e. 1700 SOUTH DIXIE HIGHWAV. BOCA RATON. P'L :1.3":11, TELEPHONE 1..071 .3.II..e... ~AX 14071 :I.e.....7
+..'-,~ i" ;:.-'
1I110AD. . 811'1'01'1'
Ms, Mary C, lewis
June 25, 1996
Page 2
Should you have any questions on the enclosed. please do not hesitate to contact
the undersigned at (717) 231.6671. .
Thank you for your cooperation In this matter.
Very tnlly yours,
RHOADS & SINON
. By~~l~\,~,d11\tfh
Nancy 1. Hartinger
Legal Assistant
Enclosures .
16111
-. ..'. ~.......- .~,
r--:-- ---'----~T....~:~i~,<.@y~:.-~.-~1;.~ ----, ---, -.- ~-,-~.~. :':,-:~'~":~~~,~r.~:-~'",.:,,,":~--
I , '.8'1'e:?t~Mo~W~LTH '~F, PENNSYLVA~!A:\ . ::>~:~L.~ ">.'; r:..~.. <, .':' '::
. '.. ,.... . _{..Jj!,\""",~"'''!::;DlMIlTMINTOP.IVINUI . .. "'.. ....-c.:.-,'-.,.,.'..,~' ,
.ai ~t. ~~~f!l~f~~~i:.~;~. 'INNSYLVANIAINHIRITANcIANDlsT~T.TAx:;.:,;,.>t';'~~.. .'
ACN
m ASSESSMENT III
RECEIVED FROM. II CONTROL 1;1 AMOUNT
NUMBER
ABRAMS LAWRENCE B ESQUIRE
RHOADS & SINON
POBOX 1146
HARRISBURG, PA 1710S-1146
101
.lbc.;30
.'
totOH'1I
el-199:i-0744
m AME Of DECEDENT (lAST)
1;1 TATE RONALD G
II DATE Of PAYMENT
EI POSTMARK
COUNTY
SSN eSe....34-B!5:i:i
(fiRST) (Mil
......
:'
CUMBERLAND
DATE Of DEATH
REMARKS
II TOTAL AMOUNT PAID
$16e.30
CW
.
'"
SEAL
MARY JANE TATE
C/O LAWRENCE B
CHECK" 1:5
ABRAMS ESQ
, ~ I
REGISTER OF WILLS
RECflVED BY {' >'.1 >11,1
(.' " ~I' ",. >(/,t::'1-
MARY C. LEWIS . n ,. ,'n. ' r
REGISTER OF WILLS
"
-.9~ I,
, .
,
_.. __M.__~ ._. _ ~ _ _. __ _._ __ _. __.._ ____. __ ___._ _ __ ___ __ ___ __.____
, ~ . tl ,
, ."
~
.,.
..
I
0, '
",
I
. .
,
,
.._-"
-~
t..- Il,t..
, -~
.
,....-.
--._--~-...............M'"
J ..
-c:..
, ,
\,
v'
.~. " (,I
/ .
"
/
("
r.."
RI!V-1547 EX AFP (12-95*
cottttONWUlm Of PENNSYlVANIA
DEPARTMENT Of REYENUE
IUREAU Of INDIVIDUal TAMn
DEPT. 1I0601
fllRAUIURO, PA l1111.0601
ACN 101
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIONS AND ASSESSHENT OF TAX
DATE 09-23-96
FILl! NO.
09-23-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER. CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX
PAVHENT TO THE REOISTER OF WILLS. HAkE CHECK PAVABIE TO "REOISTER OF WILLS. AOENT"
REMIT PAYMENT TOI
LAWRENCE B ABRAMS ESQ
RHOADS & SINON
PO BOX 1146
HBG PA 17l0B
REGISTER OF WILLS
CUMBERLAND CO COURT
CARLISLE. PA 17013
.
HOUSE
A.ount R...Ut.d
CUT'ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ...
iiiV=isf;j-iiC-AFii-mf=9SY"iiiifici"OF-YNHEiiii'ANCE-YAX-A-ppiiAisEifEiiT~--Ar.roiiANcE-iiR--mmmmm
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TATE RONALD G FILE NO. 21 .95-0744 ACN 101 DATE 09-23-96
TAX RETURN WAS. I X I ACCEPTED AS FILED
I I CHANOED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..1 Eat.t. (Schedul. A) (1)
2. Stock. and Bond. (Schedule 8) (2)
5. Cloa.ly Hald Stack/Partnership Int.r..t (Schedule C) (5)
4. Hartaag../Not.. Raceivable (Schedula D) (4)
5. Ca.h/Bank Depollta/Hilc. Parlonal Property (Sch.dul. E) IS)
6. Jointly Owned Property IScha4ul. F) (6J
7. Tranafarl (Sch.dule OJ (7)
8. Tobl A...t.
.00
.00
.00
.00
59.456.20
.00
.00
101
59.456.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
t 13,653.74
9. Funaral EKPan.../Ad.. Co. .1"l.c. Expan... (Sch.dul. H) (,)
10. Oabta/"ortg.g. LlabUlU../Llan. ISchadul. I) 110) 17,835.58
11. Tot.l O.ductlona 111)
12. Hat Velu. of T.M Rdurn 112)
15. Ch.rUebl./Gov.rn"ant.l aequ..ts (Schedule J) 115)
lit. H.t Valu. of E.tet. SubJeot to Tax l1it>>
NOTE: If an assessment was isoued previouoly, lines 14, 15 and~or 16, 17 and 18 will
reflect figures that include the totel of ~ re~UrnB assessed to date.
ASSESSHENT OF TAXI
IS. Anount of Lln. 14 et Spou.el r.t.
16. Anount of Line 14 t.xsbl. .t Lln..l/CI... A r.t.
17. AMount of Lln. 14 t.xabl. at Coll.t.,.aI/CI... B r.t.
18. Principal TaM Du.
:'\1,489 :'\;>
27,966.8B
.00
27,966.88
1151
116)
1171
16.489.82 X .00.
11.477.06 X.06.
.00x.15.
1101
.00
688.62
.00
688.62
TAX CREDITS I
PAVHENT
DATE
12-22-95
06-25-96
RECEIPT
NUHDER
AA082441
AA112976
DISCOUNT 1+1
INTEREST I-I
26,32
,OS-
AHOUNT PAID
500.00
162.30
INTEREST IS CHARGED FROM 06-26-96 TO 10-01-96
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
688.54
.08
.00
.08
. IF PAID AFTER DATE INOICATEO, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL OUE IS LESS THAN fl. NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, YOU HAV OE DUE
A REFUND. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS.'
o;t I:. r1:
'<..' <,;' ~n.
a~ o:l .,
.~, c::-:"': "
~
, , 8:l
v,
"
'..' ~; l.:
..va: ~::I
0: UU
RESERVATION. E,'a'.. of d~edent. dying on or b.for. D~aab.r 12, 1912 ~~ If ~y future lnt.r..t In thl ...at. I, transfarred
In po.....lon or enJov.ent to el... I (co11,t.r.l) beneflclarl.. of thl dlc.dent .,t.r thl I.plrallon of any I.'ata for
11'. or for v..r., thl C~..lth hareby Ixpr...lv r...rv.. thl rlaht to appral.. ~ ...... tranl'" Inheritance 'IX"
at the lawful el... . (eol1,t.r.l) rata on any luch future Intar..t.
PURPOSE OF
HOTJCEI To fulfUl thl nqulrlHnt. 0' hctlon 2140 of the Inher1t~. Ilnd Eltat, hI( Act, Act 22 of 1991. 72 P.S.
SICtlC!" 2140.
.'
PA~HTI Oatech the top portion of thl, Notlcl Ilnd .~It with your pIYlent to thl Rlgl,'ar of Will, prlntad on the ravar.. ,Id..
--"aka check or .onlY ordar Pllvabll tal REOISTER OF MILLS, AGENT
All pavaent. r.calv.d .hall 'lr.t b. ~ll.d to any Intar..t which .ay b. due with any r..alnd.r appll.d to the taM.
AEFUND (CAI. A r.fund of a ta. cr.dlt, which wa. not r.qu..t.d on the Ta. Alturn, ..y b. r.que.tld by coepl.tlng an "Application
for A.fund of Pann.vlvanl. Inh.rltanc. and E.t.t. Tax" (AEY-.'I',. Application. ar. avallabl. .t t~ Dfflc.
0' the A.al.t.r of Will., any of thl 23 Rlv.nue DI.trlct Dfflc.., or by cllllno the .p.clal 2'-hour
an.warlno ..rvle. nuab.r. for far.. ord.rlnal In Pann'Ylvanla 1-100-362-2050, out.lde Penn.ylvanla and
within local Harrl.bura .r.a (717) 717-'09', TDDI (717) 772-2252 CHa.rlng I~llr.d Only).
OIJECTIONS. Any party In Int.rl.t not .'tl'fled with the apprll...ant, allowanc. or dl..llowanc. of dldUctlon., or ......-.ot
of t.x (Including dl.count or Int.r..t) .. .hewn on thl, Hotlc. .u.t obJ.ct within .Ixty (60) day. of r~llpt of
thh Notlc. by.
uwrltten pro tilt to t~ PA D'"lrtaant of Ravenue, laird of ApP.I", D.pt. 211OU, Hlrrhburg, PA 171l1-10U, OR
--Ilactlon to halv. thl aatt.r d.t.ralned, at audit of the account of the p.r.on.l raf'rIHntatlv., OR
uappall to the Drph.an.' CDUrt.
:'
;j
^:'l:
AotIlH
ISTRATlVE
CORRECTIONS.
,
factual .rrora dl.cov.r.d on thl. ........nt .hDUld b. .ddr....d In writing tal PA D,plrt..nt of R.v.nu.,
Bur.~u of Indlvldu.1 T.x.., ATTNI Po.t A......ant R.vl.w unit, D.pt. 2aD601, H.rrl.burg, PA 11121-0601
Phone (111) "7-6505, Sa. pag. 3 of the bookl.t "In.tructlon. for Inh.rltanc. T.x R.turn for. R..ldant
D.c.dant" (REV-1SOI) for an .xplan.tlon of Idalnl.tratlv.ly corrlctabl. arror.:
'i
Ii
il
DIICDI.lUI
If any t.x due I. p.ld within thr.. (31 cII.ndar lonth. .ft.r tha d.c~dlnt.. d..th, . flv. p.rcant (5~J dl.count of
the t.x paid I, .1 low.d ,
The 15~ t.x ..na.ty non:partlclpltlon panllty I. coaputad on tha total 0' the tlX and Int.ra.t .......d, and not
paid b.for. Janulry I', 1996, the 'Ir.t dlY .ft.r the .nd of the tlx lana.ty plrlod. Thl. non.plrtlclpltlon
plnllty I. app.alabl. In thl .... .Innlr Ind In thl the .... tl.a p.rlod a. you would ,pp.al thl tlX .nd Int.ra.t
that has baen .......d I' Indlcat.d on thl. not lei.
PfNALTY.
INTEREST I
Int.r..t I. ch.rg.d b.glnnlng with flr.t dlY of d.llnqu.ncy, Dr nlnl (,) ,onth. and ana (I) day fro. the data of
d.ath, to thl data of plyeant. Tlx.. which b.cal, d.llnquent b.forl Janu.ry 1, 1912 b.ar Int.rl.t It the rat. 0'
.1. (6~) parcent plr annua calcul.t.d .t . d.lly rat. of .00016., Ail t.x.. which bac... dlllnquent on and .,t.r
Janulry 1, 1'12 will b..r Int.ra.t .t 0 rlt. which will vlry froa cIl.ndlr y.ar to callndar v..r with that rltl
~Id by the PA Deplrt_ant of Ravanue. Thl .ppllcabl. Int.r..t r.te. for 1'12 through 1"6 erl.
'!!!! Int.r..t R.t. D.lly Inter..t Fector :!!!r Int.r.d R.t. Dilly Int.r..t Feetor
1912 'OX .000548 1987 'X .000247
1'13 lOX ,OOOUI 1911.1991 lIX .000501
1'14 lIX .1:100501 1992 'X ,000247
1915 UX .000356 1993-1'94 7X ,000192
19a6 lOX .000274 1995"1996 'X .000247
--Interllt .. c.lculet.d .. followlI
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF OAYB DELINqUENT X DAiLY INTEREST FACTOR
--Any Notlc. i..uld ,'t.r thl tax bleo'I' dlllnqu.nt will rl'lect an Inter..t c.lcul.tlnn to flft.,n (15) dav.
blyond the dltl 01 the .......ant. If ply.ant II a.d. .,tar tha Int.r..t coaput.tlon dltl .ho,," on the
Noticl, addltionll Int.r..t lU.t be cllcul.t.d,
'.
~
~
'i;-.~
',~~;
~J"
."
.It,,,
t~~
fie.,
M
~
I
f
".'
it
,
~'
,
JRD/June 3D, 1992/17858
REGISTER OF WILLS
Cumberlnnd Counly Courlhouse
One Courlhouse Squnre
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
Personal Representative
Counsel: LAWRENCE B. ABRAMS I ESO. I
RE:
&lale of RONAl,D G. ~'M'E ,Deceased, Lale of
SILVEH bPHiNu lWP
&lale No.: 21-1995-744
Dale of Deccdenl's Dealh: 9-23-95
Pursuant to Rule 6.12, the above named personal representative or the above named altomey, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is r~uired to file with the Register of Wills a Slalus Repon as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal representative, or altorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice Is to advise
you that unlC3S the requisile Slatus Repon is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (I0) calendar days after the date of this Notice that the Register of Wills
Is required to ootlfy the Orphans' Coun Division, Coun of Common Pleas of such delinquency and to
request that said Coun conduct a hearing to delennlne whether sanctions should be Imposed upon the
delinquent personal representative and the delinquent personal represenlatlve's counsel, If any.
ACCOrdingly, If the requlslle Status Repon Is not filed by 10 - 30 , 19...2l.7you arc hereby
advised that a r~uest will be submllled to the Coun In accordmcc with Rule 6.12. n I
Date: 10-15-97 -'Y\o.JJfO.?#/..u._w)'f1t_~ 1/rr(Wd.WJ.Jptlf
DepuTy R'eglster of Wills v
Distribution to &tate File
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Ronald G. Tate
Date of Death: Seotember 23, 1995
Will No, 0744 of 1995 Admin, No,
Pursuant to Rule 6,12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is
complete:
Yes_
No
x
2.
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
The Estate is beneficiary of an annuity, with 54 monthly
payments remaining. Distribution has been made to the
beneficiaries, however, the Estate must remain open in order for
the Executrix (surviving spouse) to collect said payments. Said
payments are scheduled to continue until March, 2001 and the
administration of the Estate will conclude at this time.
3. If the answer to No.1 is Yes, state the following:
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 informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
::::~;':::~;:;f' Court an~f::~(i::;report,
(l i: ,;:, llZ J~r' ',: Lawrence B. Abrams, Esquire
Rhoads & Sinon LLP
One S. Market Square
P.O. Box 1146
Harrisburg, PA 17108-1146
.\)
.
Capacity: ___Personal Representative
-X--Counsel for personal
representative
(MAH:rmt/AM3)
108767
...
..
STATUS REPORT UNDER RULE 6,12
Name of Decedent: Ronald G, Tate
Date of Death: September 23, 1995
Will No.
0744 of 1995
Admin. No,
Pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is
complete:
Yes
No~
2,
representative
complete:
If the answer is No, state when the personal
reasonably believes that the administration will be
The Estate is beneficiary of an annuity, with 54
monthly payments remaining, Distribution has been made to the
beneficiaries, however, the Estate must remain open in order for
the Executrix (surviving spouse) to collect said payments, Said
payments are scheduled to continue until March, 2001 and the
administration of the Estate will conclude at this time.
3.
following:
If the answer to No. 1 is Yes, state the
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
account informally to the parties in interest? Yes X
state
No
an
d, Copies of receipts,
approvals of formal or informa ccounts
Clerk of the Orphans' Court an may be att
Da te: -C ()- :J..(p--q::L
releases, joinders and
be filed with the
to this report.
Cw;
"
wrence B. Abrams, Esquire
Rhoads & Sinon LLP
One S. Market Square
P.O. Box 1146
Harrisburg, PA 17108-1146
t') ,~:?
r--
~.)
L-'
-~
~..
~'~rS
r--
N
I-
1:3
c;,
(~ij:rm..."nM3)., ,!
0: ~,' ~ ~
'JU
Capacity:
Personal Representative
X Counsel for personal
representative
.
~
JRD/JuDe 3D, 1992/17858
REGISTER OF WILLS
CumberlDnd Counly Courlhouse
One Courlhouse SquDre
Cnrllsle, PA 17013
NonCE PURSUANT TO RULE 6,12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: r.t.wRFNCF. B. ADHAM.<;. Fro..
RE: Estate of R:JNALD G. TATE
SILVER SPRING TWP
Estate No.: 21-1995-0744
Date of Decedent's Death: 9-23-95
, Deceased, Late of
Pursuant to Rule 6.12, the above named personal representative or the above named 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 allorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to 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 to oatify the Olphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennlne whether sanctions should be Imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, If the requisite Status Report is not filed by 11-9896 , 19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
Date: 10-22-96 712C1A 1J/i.~~.I.LJ ~f)JAJ/}1/JWfflfJ..L.
Deputy Jtegister of Wi1f:'7 L? ~
Distribution to Estate File
Q,
STATUS REPORT UNDER RULE 6,12
Name of Decedent:
Ronald G. Tate
I
Date of Death:
September 23, 1995
Will No,
1995-0074 4
Admin, No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the follOWing with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is
complete:
Yes
x
No
2.
representative
complete:
If . the answer is No, state when the personal
reasonably believes that the administration will be
3.
following:
If the answer to No. 1 is Yes, state the
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
account informally to the parties in interest? Yes
state an
No X
d. Copies of
approvals of formal or info
Clerk of the Orphans' Court a
Date: 9{-( <0-11
releases, joinders and
be filed with the
to this report,
~, :
B. rams, Esquire
Rhoads & Sinon LLP
One South Market Square, 12th Floor
P. 0, Box 1146
Harrisburg, PA 17108-1146
Lf'l
" ,
,-
~
(MAH: rmt/AMj);
Ct.: .
'-
>, ~
(.3(.:
Capacity: Personal Representative
-X:Counsel for personal
---representative
,~
;,-,~
J06751.1