HomeMy WebLinkAbout95-00746
.
.Erlal~" 01 Ilorry Loon Martin
also known as
PETITION FOR PRODA TE Ilnd GRANT OF LEITERS
LI-q5 - 7tflP
No.
To:
Register of Wills for the
c!?~ased. County of ~..mhDrl on" In thc
Social Security No. m -,()l.;- 1, I L Commonweallh of Pennsylvania
The pelitlon of the undersigned respectfully represents lhal:
Your pelitloner(s), who Islare 18 years of age or older an the execut or
In Ihe lut wlll oflhe above decedent, doled Aprf 1 11.
and codlcll(s) dated
named
, 19..!lil..-
(1lllc relevant circumstances. c... renundadon, death or executor, de.)
Recendent was domiciled 01 death In Cumberland
(1 s lasl family or principal residence at a
CounlY. Pennsylvania, with
Nu sin Ilome
(list IUM, numlxr and muncl
Decendent. lhen 86 years of age died 22 . 1995
at Cumberland County NursinR Home ,
Except as follows, decedent did not marry. was nOl divorced and did not have a child born or adopled
after execution of the will offered for probate; was nOlthe victim of a killing and wu never adjudicated
Incompetent:
Decendent at death owned property with eSllmated values as follows: !9-
(If domiciled In Pa.) All personal property S hlC:;tx/:J, D
(If not domiciled In Pa.) Personal property In Pennsylvania S
(If not domiciled In Pa.) Personal property In County S
Value of real estale In Pcnnsylvanla S
situated u follows:
WHEREFORE, petltloner(s) respectfully reQuest(s) the probate of the last wlll and codlcll(s)
presented herewith and the gran: of lellers testamentary
theron.
(testamentary: administration c.t...; adminlslratlon d.b.n.c.t...)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CUMBERLAND
The petitloner(s) above. named swear(s) or affirm(s) that the stalements in the foregoing petition are
true and correct to the best of lhe knowledge and bellcf of pelitloner(s) and that as personal represen-
tatlve(s) of the above decedent pClitioner(s) will well and truly administer Ihe estate according 10 law,
Sworn to or.affirmed and subscribed {--JkY7<t../;( ~,)J/M4.'/ ~
bcfore me lhls 4 th day of ~.
OCTOBER 19~ ~
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/5 -5y -7 MAijY C. LEW1S P,.ytJ ';J{fWJ.~er ~
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No. 21"95"746
.
Estate of
Harry Leon Martin
, Deceased
DECREE OF PROBATE AND GRANT OF LETIERS
AND NOW October 6. 19~, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DBCREED that the Instrument(s) dated A P R 1 L 1 J, 1994
described therein be admllled to probate and filed of record as the last wlll of
Harry Leon Martin
and Letters Testamentary
arc hereby grantcdto DONALD L MARTIN
MARY C
'111 n ,'-<I <!- Po W'" 0 '-' .p ,lll!..-tlt
LEW1S () Rosl.ter of Willi I 'Il
\'~c~o
ATIORNBY (Sup. 0, 1.0. No.)
1 Irvine Row
ADDRESS
Carlisle, PA 17013
PHONB
FEES
Probate, Lellers, Btc. ."...... $
Short Certlficates( ).......... $
\CI?tlmfi80n ,............... $
JCP $
TOTAL _ $
60.00
18.00
6.00
5.00
89.00
Filed.... 9Sr~~~.~..~ f. .~~.~?.........
717-249-7780
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I, Harry Leon Martin, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for my Last will and Testament, hereby revoking any and all
other wills and codicils heretofore made by me,
FIRST,
expenses be
practically
I direct that all my just debts and
paid from my estate as soon after my
and conveniently may be done.
funeral
death as
SECOND, I direct that my remains be interred within my
family's burial plot in accord with my expressed wishes.
THIRD. I authorize my personal representative to expend
funds from my estate, in such amounts as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave,
FOURTH, I give, devise and bequeath any and all tangible
personal property owned by me at the time of my death unto St.
John's Episcopal Church, Carlisle, Cumberland County,
Pennsylvania,
FIFTH, I give, devise and bequeath any and all real estate
owned by me at the time of my death, unto St. John's Episcopal
Church, Carlisle, cumberland County, Pennsylvania.
SIXTH. I give, devise and bequeath all the rest, residue
and remainder of my estate unto St. John's Episcopal Church,
Carlisle, Cumberland County, Pennsylvania.
SEVENTH. I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my will or
otherwise, shall be paid out of the principal of my residuary
estate,
EIGHTH. I hereby nominate, constitute and appoint, Donald
L, Martin, as Executor of this my Last will and Testament. I
hereby relieve my Executor from the necessity of posting
security in connection with his duties, as such, in any
jurisdiction in which he may be called upon to act insofar as I
am able by law to do so. In addition to the powers conferred by
law, I authorize my Executor, in his absolute discretion, to
retain in the form received, and to sell either at public or
private sale any real or personal property owned by me at the
time of my death.
. ,
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NINTH, I have made, or may from time to time make, a
written memorandum expressing my desire to give certain items of
personal property to specific persons, I urge my Executor and
beneficiaries to respect these wishes. Such a memorandum, if
made, shall be stored in conjunction with t~is Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of two typewritten
pages this I~""day of April, 1994,
/~ a~ ':::;[' /1' cM,e1~'V -
Harry L on Martin
Signed, sealed published and declared by the above named
Testator Harry Leon Martin as and for his Last Will and
Testament, in the presence of us, who, at his request, in his
sight and presence and in the sight and presence of each other,
, have hereunto subscribed our names as witnesses.
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Donald L. Martin
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COMMONWEALTH OF PENNSYLVANIA:
: as.
COUNTY OF CUMBERLAND
I, Harry Leon Martin, Testator whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
wJ.llingly; and that I signed it as my free and voluntary act for
t:he purposes therein expressed. ,0'1 ./. " , 1"-
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arry Leon Martin
Sworn or affirmed to and
acltllowledged before me, by
Harry Leon Martin this 13\l.:..day
of April, 1994.
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Notary PUb16 (ALl
COMMONWEALTH OF PENNSYLVANIA:
tI01ARt.'l SEAL
~~~I~~MJ:r~~~,~~g~~~ ~~~fy
1.\'; COMMISSION '[Xl'iRES AUOUSl 3, 1996
ss.
COUNTY OF CUMBERLAND
We, \..oN~~ \:)u.I{oo.L.,"'-. and Donald L. Martin the witnesses whose
names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were
present and saw Harry Leon Martin sign and execute the
instrument as his Last Will; that Harry Leon Martin signed
willingly and that Harry Leon Martin executed as his free and
voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the Testator
was at that time eighteen (18) or more years of age, of sound
mind and under no constraint or ~ ce,
c' (J)1C~(-i m~1I
Donald L. Martin
Sworn or affirmed to and
subscribed before me by
\..=o\\'i"..... ok ~U"..L<1'" and
Donald L, Martin, witnesses,
this ~\~day of April, 1994,
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. ,"'" .' , " COUNTY
_': ,:::'~.,..,.....:::: ':..;..~ ~'.2 3, 1990
G~~L <;\~
Notary P ~ic SEAL)
RULE 5.5. NOTICE
TO ATTORNEY GENERAL
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF HARRY LEON MARTIN
ESTATE NO. 2195-0746
You are hereby notified as follows:
1. The Executor's First and Final Account has been filed
and will be confirmed on August 27, 1996, as shown in the
letter with which this notice is transmitted.
2. A copy of the will is enclosed. Also enclosed is a
copy of the Pennsylvania Inheritance Tax Return.
3. The name and address of the specific charity affected
is as follows: St. John's Episcopal Church
N. Hanover Street
Carlisle, PA 17013
4. The charity'S interest is 100 % of the net estate,
which is computed as shown to be distributed, upon confirmation
of the Account.
5. There are no known unresolved claims or material
questions which are likely to affect the value of the
charitable interest.
6. The name and address of the fiduciarie is:
Donald L. Martin, 600 Wagner Or., Carlisle, PA 17013
THE ACCOUNT IS STATED IN ITS ENTIRETY SINCE ALL ASSETS AND
RECORDS WERE IN THE POSSESSION OF COUNSEL
7.
address
Phone:
I am the Counsel for the Executor and my mailing
is: 1 Irvine Row, Carlisle, Pa. 17013.
(717) 249-7780; Fax: (717) 249-7800.
8. No Counsel has been in communication nor entered any
appearance on behalf of the charity.
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I, Harry Leon Martin, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking any and all
other wills and codicils heretofore made by me.
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FIRST.
expenses be
practically
I direct that all my just debts and funeral
paid from my estate as soon after my death as
and conveniently may be done.
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SECOND. I direct that my remains be interred within my
family'S burial plot in accord with my expressed wishes.
THIRD. I authorize my personal representative to expend
funds from my estate, in such amounts as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
FOURTH. I give, devise and bequeath any and all tangible
personal property owned by me at the time of my death unto St.
John's Episcopal Church, Carlisle, Cumberland County,
Pennsylvania.
FIFTH. I give, devise and bequeath any and all real estate
owned by me at the time of my death, unto St. John's Episcopal
Church, Carlisle, Cumberland County, Pennsylvania.
SIXTH. I give, devise and bequeath all the rest, residue
and remainder of my estate unto St. John's Episcopal Church,
Carlisle, Cumberland County, Pennsylvania.
SEVENTH. I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my will or
otherwise, shall be paid out of the principal of my residuary
estate.
EIGHTH. I hereby nominate, constitute and appoint, Donald
L. Martin, as Executor of this my Last Will and Testament. I
hereby relieve my Executor from the necessity of posting
security in connection with his duties, as such, in any
jurisdiction in which he may be called upon to act insofar as I
am able by law to do so. In addition to the powers conferred by
law, I authorize my Executor, in his absolute discretion, to
retain in the form received, and to sell either at public or
private sale any real or personal property owned by me at the
time of my death.
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NINTH. I have made, or may from time to time make, a
written memorandum expressing my desire to give certain items of
personal property to specific persons. I urge my Executor and
beneficiaries to respect these wishes. Such a memorandum, if
made, shall be stored in conjunction with t~is Will.
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IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of two typewritten
pages this ,'l~"day of April, 1994.
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Signed, sealed published and declared by the above named
Testator Harry Leon Martin as and for his Last Will and
Testament, in the presence of us, who, at his request, in his
sight and presence and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
\"Av\ .~tA~t a.A _
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Donald L. Martin
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COMMONWEALTH OF PENNSYLVANIA:
: S8.
COUNTY OF CUMBERLAND :
I, Harry Leon Martin, Testator whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
t.he purposes therein expressed. .t1 / ./ ,'_" ~,:' _
!fa( '- ,'-'~. /..,/ . . ,
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arry L~n Kartin
Sworn or affirmed to and
acknowledged before me, by
Harry Leon Martin this 131l<:..day
of April, 1994.
\I}."()~~'-
, Notary pUbl:eJ (AL)
COMMONWEALTH OF PENNSYLVANIA:
NOTARIAL SEAL
WSNOV M SHAfFER. hOTARV PllBUC
r.ARlISU; BoRO. CUMBERLANO COUNTY
MY COMMISSION EXPIRES AUOUSl 3. 1990
ss.
COUNTY OF CUMBERLAND
We, la"".tl, ~"'- and Donald L. Martin the witnesses whose
names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were
present and saw Harry Leon Martin' sign and execute the
instrument as his Last Will; that Harry Leon Martin signed
willingly and that Harry Leon Martin executed as his free and
voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the Testator
was at that time eighteen (18) or more years of age, of sound
mind and under no constraint or ~d~ ceo
Vv I\...u cr..
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Donald L. Martin
Sworn or affirmed to and
subscribed before me by
~"\"-"-.......*~v....""'", and
Donald L. Martin, witnesses,
this \~~day of April, 1994.
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~"r ':". ., II",..:.. ,tit 3. 1!98
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Notary P ic SEAL)
FIRST AND FINAL ACCOUNT OF
Donald L. Martin, Executor
FOR
ESTATE OF HARRY LEON MARTIN, Deceased
Date of Death:
Date of Letters Testamentary:
Accounting for the Period:
September 22, 1995
October 6, 1996
October 18, 1995
August 1996
Purpose of Account: Donald L. Martin, Executor offers this
account to acquaint interested parties with the transactions
that have occurred during his administration.
The account also indicates the proposed distribution of the
estate.
It is important that the account be carefully examined.
Requests for additional information or questions or objections
can be discussed with:
William A. Duncan, Esquire
One Irvine Row
Carlisle, PA 17013
717-249-7780
Date of Advertisement:
The Evening Sentinel, October 21, 28; November 4, 1995
Cumberland Law Journal, October 27, November 3, 10, 1995
SUMMARY OF ACCOUNT
Page Current Fiduciary
Value Acquisition
Value
Proposed Distribution to Beneficiaries
PRINCIPAL
Receipts
Net Gain (or Loss) on Sale
or Other Disposition
Less Disbursements I
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commissions
NONE
$33.00
$305.12
NONE
$2,914.00
$29,119.09
Balance before Distribution
Distributions to Beneficiaries:
Principal Balance on Hand:
$25,865.97
INCOME
Balance before Distributions:
$347.27
Proposed Distributions to Beneficiaries: $26,213.24
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Value as of Date of Death)
Fiduciary
Acquisition
Value
.cASH
Dauphin Deposit Checking Account #10451021
American Travelers Life Insurance Policy
28,119.09
1,000.00
S29.119.09
TANGIBLE PERSONAL PROPERTY,
NONE
STOCKS:
NONE
REAL ESTATE:
NONE
TOTAL INVENTORY
S29.119.09
ReoeiDts Subseauent to Inventorv
(Value When Received)
NONE
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10/18/95
10/18/95
10/19/96
06/96
DISBURSEMENT OF PRINCIPAL
Cumberland Law Journal
Evening Sentinel
Register of Wills Filing Fees
First & Final Account Filing
TOTAL
FUNERAL EXPENSES
Westminister Cemetery
33.00
40.00
62.12
89.00
115.00
S30G.12
02/26/96
TOTAL
ADMINISTRATION EXPENSES
S 33.00
NONE
FEDERAL AND STATE TAXES
NONE
FEES AND COMMISSIONS
00/00/96 Duncan & Otto, P.C. attorneys fee 1,457.00
00/00/96 Donald L. Martin Executors Commission 1,457.00
TOTAL
S2.914.00
DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
PRINCIPAL BALANCE ON HAND
$25,865.97
RECEIPTS OF INCOME
$347.27
DISBURSEMENTS OF INCOME
NONE
DISTRIBUTION OF INCOME TO BENEFICIARIES
NONE
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
$26,213.24
\
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.
I, Donald L. Martin, Executor of the Estate of Harry Leon
Martin, deceased, hereby declares under oath (penalties of
perjury) that he has fully and faithfully discharged the duties
of his office, that the foregoing First and Pinal Account is
true and correct and fully discloses all significant
transactions occurring during the accounting period, that all
known claims against the estate have been paid in full, that
to his knowledge, there are no claims now outstanding against
the Estate, and that all taxes presently due from the estate
have been paid.
~~tt.//o( rtladi;v
Donal L. Martin, Executor
Subscribed and sworn to
by Donald L'J Martin, before
,215+ day of "'n~, 1996.
0-lJ-"U... .(0.. ~ <-
Notary Public
me this
:',:',';
NOTARIAL SEAL
VEI.OA M, SEASE, tlolary Publlo
Shlpponltou'll Bom, Cumborland County, Po,
My Commlulon Exp~.. Al><ft 18. IIl1lB
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COMMONWEALTH OF PENNSYLVANIA
COURTHOU5E
I COURTHOUSE 5QUARE
CARLISLE, PA.
17013.3387
HAROLD E. 5HEELV
PRESIDENT JUDGE
1717IUO.USO
October 4, 1996
William Duncan, Esquire
1 Irvine Row
Carlisle, Pa. 17013
IN REI ESTATE OF HARRY LEON MARTIN
Dear Hr. Duncan:
Rule 6.9-2 of the Cumberland County Orphans' Court Rule
provides that a statement of proposed distribution shall contain
the names of ~he persons to whom it is proposed to award the
balance and the amount of the share to be awarded to each. The
schedule of distribution in this case does not show those items.
Therefore, I cannot confirm the account.
~i cerely,
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. Old~. ;h~ik'J'
HES/sld
cc: ~ster of Wills
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CERTIFICATION OF NOTICE UNDER RULE 5.6(AI
NAME OF DECEDENT: HARRY LEON MARTI~
DATE
OF DEATH: SEPTEMBER 22.
IJ./-qs -71&
1995
WILL NO.
ADMIN. NO.
TO THE REGISTER:
I certify that notice of beneficial interest required by
Rule 5.5(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
OCTOBER 10. 1995 :
~
ADDRESS
ST. JOHNS EPISCOPAL CHURCH N. HANOVER STREET. CARLISLE. PA
C/O REV. CN. MARK A. SCHENEMAN
Notice has now been given to all
Rule 5.6(a) except NONE
DATE: 10-10-95
persons entitled thereto under
/k~~-
William A. Duncan
1 Irvine Row
Carlisle. PA 17013
717-249-7780
Capacity: Counsel for Personal Representative
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HARRIS8URG. '4 17171.0601
HAM I MI
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
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Martin
lIarry Leon
AL S ",UN/ NUM
174-05-3932
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9-22-95
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'01 DAIU 0' DurH Ami 12bfi91 CHICK If
" A SPOUSAL 0
~VllrT ClIDIT II CLAIMID
flU HUMIII
2195- 0746
COUNTY CODE YEAR NUME
I H
8-9-09
375 Claremont Road
Carlisle. l'A 17013
Cumberland
o 2. Supplomontal Roturn
CO"",.,
o "0, Future 'nf.'..t Compromise
('or dOlo. a' doath ahor 12.12.02)
~~. Doeodont Dlod TOlla'o 0 7. Doeodont Malnialnod a L1vlno Trull
IAtlaeh copy 01 Willi IAtlach co 01 Trull)
ALL C:O:mESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BJ! DIRECTED TO.
NAMt lot l MAIL N
William A. Duncan 1 Irvine Row
Carlisle. l'A 17013
Limited Ellar.
I. Ronl Ella'o ISchodulo AJ I II
~. Slock. and Band. (Schodulo 0) I 21
~. Clo..ly H.ld .Stack/Pann."hlp Inlor..' ISchodulo q (3)
~. MOfl9aoo. and Na'o. Rocolvablo (Schodulo 01 ( 4)
5. Ca,h, Dank Dopa.11I & MI"ollanoau. Po"anal Praporty( 5) 29.098.57
(Scnodulo EI
6. JoIntly Ownod Praporty ISchodulo F)
7. Tran.lo" ISchodulo GJ ISchodulo l)
B. Total Grall Allot. ('a'alllno. '-7)
III
9. Fun'.\21 expen..., Admlnl,'ra'ive CO"" Mhcellaneou. ( 9)
E.pon.o. ISchodulo HI
10. Dobt., Marloago L1ablll"o" Uon. ISchodulo I)
II. T 0101 Doduellan. Italal fino. 9 & 10)
12. Nnt Valu. 01 Ellato (fino 0 mlnu. fino III
13. Choritablo and Govornmontal BoquolI' (Schedul. J)
.14, Nn' Ifaluo Sub/oel fa To. I/Ino 12 mlnu. IIno 131
15. Amounl alllno 14 laxablo 01 6% rato
(Inciudo valuo. Iram Schodulo f( or Sehod.lo M,)
16, Amount all/no 14 laxablo at 15% roto
IIncludo valuo. Iram Schodulo f( or Schodulo M.I
17, PrlnelDol 'ax duo IAdd 'axlram IIno 15 and Iram fino 16,)
10. :;':dirs Spousal Poverty Credj, Prior Paymenl'
+ +
I~. "':"0 10" groator ,han lin. 17. onl.r Iho dlfforonco an I/no 19. ThI.1o ,h. OVERPAYMENT.
~S
20 I1llno 171. groator Ihan IIno 10, on'or ,h. dlfforonco an IIno 20. ThI.1o ,ho TAX DUE.
I A. Eouer ,he inleresl on the balance due on line 20A.
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Mako Chock Pavablo to, Rog'''or of Will., Agon'
.... BE SURE TO ANSWER ALL QUI!STIONS ON REVERSE SIDE AND TO RECHECK MATH..
nder ponohle. 01 nOllury. , doclor. that I have ..amlnod 'hi. ro'urn, Including aCCOmpanying "hodulo. and 1I0'omonll, and 'a 'ho bo" 0' my ~no..lodgo and boHol.
I/o Iruo. eorre" ono ramal. to. , doclaro ,ha, all roal ."0'0 ho. boon roportod 01 truo marko, voluo. Ooclorallon 0' proporor o,hor 'hon 'ho po"onol ,0pro.ontO'iv. "
Olod on aillnformotlon at which preparer has any knowledge.
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v, 0-.(. W ' n"~ Or<.\Vl5' C/JA!L/:J/I' P-i I lOll _~_Lo"""4J... 'f'le
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h II NUMI
249-7780
03.
05.
Remainder Relurn
lIar dato. 01 doath prior 'a 12.13.S
Fodoral Ella'o Tax
Ro'urn Roqulrod
Ta'al Numbor 01 Solo Dopo.I' Bo.
_0.
(6)
I 7)
3.253.12
( 0)
29.098.57
(10)
(15)
(111 3,253.12
/12) 25,845.45
/13) 25,845.45
/14)
)( ,06.
(16)
)( .15.
none
Oiscounl
/17)
In''''1I
/101
/19)
(201
(20AJ
(200)
NONE
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CO/olMONWIAlfH O. PlNNlYlVANIA
INNIIITAHC:I lAX lnulN
IUIDlNT DlCIDINf
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Pleale Print or 'fi e
MBER
2195-0146
Martin. Harry Leon
IAn ".,.,oy lolft'I~..4 with ,... RI.hl 01 s...I__hlp .....1 ... 41.cI...4 Oft Sch.d.1e FI
ITEM
NUMBER
DESCRIPTION
VAWE AT
DATE 01' DEATH
1.
Dauphin Depoait Checking Acct. 110451021
28,098.51
2.
American Travelers Life Insurance Policy
1,000.00
TOTAL Alia enlor an line 5, Reco
S 29.098.51
(Allam additlonol 8\011- )C II- ,he'f,lf more .pac. h "..d.d.1
1'\lUII II. 1'-1"
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ITEM
NUMBER
.
~
. Cl.)MMOHWlAlfH 0' t'IHNIYLYANIA
. lNHIIITANCf TAX IIWaN
IIIIDINT DICIDINr
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRAnVE com AND
MISCELLANEOUS EXPENSES
PlIO'. Print or T .
Hartin
Harry
Leon
DESCRIPTION
AMOUNT
A. Funlral Expln.I..
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
1.
Westminister Cemetery
33.00
1.
Admlnlatratlv. Co.t.. Donald L. Hartin
Perianal Rlp...lnlatlve Commlnlon. ')
Sodal SICUrlty Numblr of Perianal Rlprl.lntatlvel "" 0 10
Ylar Cammlnlon. paid 1996
-.310 -w7S~
1,457.00
2.
Aflomer Fel. Duncan & Otto, P. C.
1,457.00
3. family Exemption
Claimant none Rllatlon.hlp
Add.... of Claimant at dlcldlnt'. dloth
SI..II Add....
CIty
Slall
Zip CadI
Probatl Fel.
Register of Wills
200.00
Mloclllanlou. Expln.I..
Cumberland Low Journal Legal Ad
40.00
62.12
4.00
Evening Sentinel Legal Ad
Ewing Brothers Funeral Home Death Certificate
TOTAL [Also Intlr on IInl 9, Rlcapllulatlan}
(If more .pacI I. nlldld, InlOr! addlllonal .hllt. of .aml .I...J
S 3,253.12
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SCHIDUU J
BENEFICIARIES
UTATI O.
PILI NUMBER
Hartin
Harry Leon
2195-0746
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!TIM
NUM..R
NAM. AND ADDRas O. B.N.P1C1ARY
RILAnONSHIP
AMOUNT OR
SHARE O. ISTATI
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ITEM
NUMIlIR
NAMI AND ADDRISS OF BENEFICIARY
AMOUNT OR
SHARE OF 1ST ATE
I.
B. Charltabl. and Goyom",,'ol BoquOII"
St. John's Episcopul Church
N. Hanover Street
Carlisle, PA 17013
100%
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.o .nl.r on II.. 13, Rocopltulotlon)
(If mo.. .poc. ,. nood.d, 'nlOrt addlt'onal .hoo'. of .am. .lutl
S 25,845.45
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W_ll.~
I, Harry Leon Martin, of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for my Last Will and Testament, hereby revoking any and all
other wills and codicils heretofore made by me.
FIRST.
expenses be
practically
I direct that all my just debts and funeral
paid from my estate as soon after my death as
and conveniently may be done.
SECOND. I direct that my remains be interred within my
family's burial plot in accord with my expressed wishes.
THIRD. I authorize my personal representative to expend
funds from my estate, in such amounts as my personal
representative shall consider necessary and desirable for the
purchase, erection and inscription of a suitable marker for my
grave.
FOURTH. I give, devise and bequeath any and all tangible
personal property owned by me at the time of my death unto St.
John's Episcopal Church, Carlisle, Cumberland County,
Pennsylvania.
FIFTH. I give, devise and bequeath any and all real estate
owned by me at the time of my death, unto St. John's Episcopal
Church, Carlisle, Cumberland County, Pennsylvania.
SIXTH. I give, devise and bequeath all the rest, residue
and remainder of my estate unto St. John's Episcopal Church,
Carlisle, Cumberland County, Pennsylvania.
SEVENTH. I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my will or
otherwise, shall be paid out of the principal of my residuary
estate.
EIGHTH. I hereby nominate, constitute and appoint, Donald
L. Martin, as Executor of this my Last Will and Testament. I
hereby relieve my Executor from the necessity of posting
security in connection with his duties, as such, in any
jurisdiction in which he may be called upon to act insofar as I
am able by law to do so. In addition to the powers conferred by
law, I authorize my Executor, in his absolute discretion, to
retain in the form received, and to sell either at public or
private sale any real or personal property owned by me at the
time of my death.
.
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NINTH. I have made, or may from time to time make, a
written memorandum expressing my desire to give certain items of
personal property to specific persons. I urge my Executor and
beneficiaries to respect these wishes. Such a memorandum, if
made, shall be stored in conjunction with t~is Will.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of two typewritten
pages this t'l~"day of April, 1994.
'Y; 0-/""7. -, -
/ a~ ,~ /'.'17 Cl".....e~"'''v
'Harry L/ion Martin
Signed, sealed published and declared by the above named
Testator Harry Leon Martin as and for his Last Will and
Testament, in the presence of us, who, at his request, in his
sight and presence and in the sight and presence of each other,
have hereunto subscribed our names as witnesses.
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Donald L. Martin
.......-._.~..:.,~.::"'--..-".~.-,~-.,~."'-- ,
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COMMONWEALTH OF PENNSYLVANIA:
: ss.
COUNTY OF CUMBERLAND
I, Harry Leon Martin, Testator whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
t.he purposes therein expressed. ..t1 / ./._.... __
!fa'VrT ,'-'~A, . /, .'/ ':.' ,
- .-". " - " ~
arry L~n Kartin
Sworn or affirmed to and
acltllowledged before me, by
Harry Leon Martin this 1311<:..day
of April, 1994.
\t}...(~~
' Notary PUbl:eJ ()
COMMONWEALTH OF PENNSYLVANIA:
NOTARIAL SEAL
""NOV M. SHAfFER, NOTARV PllBUfy
r.~RlISU; BORO. CUMBERLANO COUN
MY COMt.4ISSION EXPIRES AUOUSl 3. 1990
ss.
COUNTY OF CUMBERLAND
We, la "".tl, ~"'- and Donald L. Martin the witnesses whose
names are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we were
present and saw Harry Leon Martin' sign and execute the
instrument as his Last Will; that Harry Leon Martin signed
willingly and that Harry Leon Martin executed as his free and
voluntary act for the purposes therein expressed; that each of
us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the Testator
was at that time eighteen (18) or more years of age, of sound
mind and under no constraint or ~d~e ceo
V'-' I\...u cr..
I 6Y1o.fJ i mCVi.W\t
Donald L. Martin
Sworn or affirmed to and
subscribed before me by
\p..,"-"'....... * ~v....'-<>.", and
Donald L. Martin, witnesses,
this \~~day of April, 1994.
Ci~'~-~. ----.~
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'1.-", . ' ,,, . , ,COUNTY
!:. ':." "I""i:., 'iT 3.1_
~ .____...._L~_~........_.__
~9-<--~~ S\~
Notary P ic SEAL)
REV-1547 EX AFP 112-951 t\.
(i'~"II....I'I!"'11 1"....,..!lYlV.N!.. ~.. .,.J'!-.,,'t...r(.
lIIl"IIIi'l''''' III III \II NUl l~~.f.\
/Iulll All;)I l....lllvl(lu.l IUI OJ, ~ ' .. /~( .. ,\,
1111" "~l;hill : .:'''' .t"tli"
"AIIIII ',kIll/I.. ,If, I I III 01>0 I .Iot.l . .,~. ..
NOIICI 01 INlliHllANCr tAlC
API"NAISItUNI, AtlOWANCl OR UI!;AllOWANCf
Of DllJUCIumS ANIl Ar~~[SS"'I'N' Of lAIC
ACN 11I\
ESTATE OF MARTIN'
DATE OF DEATH 09-22-95
HARRV
FILE NO.
COUNT V
DATE 09-'\0'%
~I 9$,011.6
CUMBERLAtID
NOH: 10 INSURE PROPER CREDIT TO yOUR ACCOUNT. ~U8t11' fHr urlllA l'ORlrON or 'UIS rORM WITH vDUtf TAlC
PAYMENT TO THE REClSlER or willS. MAKE ClilC~ PA'tAOH 10 "RIGI5UR Of WIllS. AGEHTt!
REMIT PAYMENT TO:
WILLIAM A DUNCAN
I IRVINE ROW
CARLISLE PA 1701.\
REGIS1ER OF WILLS
CUMBERLAND CO CDURT ~OUS[
CARLISLE, PA 1701.\
~::,=:.,~-~~~e~jit'_:'~~,~" ~ t t .od
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CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------.-.-.----------------------------------------------
':.r-': 1~::1 i;;:: Air : :'~-';!n uc-:-::: or :::~ttcr;:r:.t:cc TAX Arr~,'\:fi[M::~:T, !.LLCW:'U::: :::
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTIU IlARRV L FILE NO. 2\ 95'01'.6 ACN 101 DATE 09-,\0-96
TAX RETURN WAS: I X 1 ACCEPTED AS fILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RE1URN
1. Real Estat. (Schfldul. A) III
2. Stockl and Bonds <<Schedule B) 121
3. Cloul~ Held stock/Pertne,.ship Int.,..st ISchedule [I 131
~. Mortgaga./Notas Raceivabla ISchadule 01 141
S. Cash/Bank Deposits/Hisc. Parlonal Proparty 'Schedule E) IS1
b. Jointly Owned Property ISchedule f} Ib)
7. Tranlhrs ISchedule OJ 171
8. Total A..eh
.00
.00
.00
.00
29,098.57
.00
.00
181
29,098.51
APPROVED DEDUCTIONS AND EXEHPTIONS:
q. Funer.l hpens../Ad",. Cosh/Mhc. e.penses ISchedule HI tq1
10. Debts/Horts.ge U.blll U.I/llens I Schedule Jill 0 1
11. Tot.l Deductions
12. N.t V.lue of T.~ R.turn
13. Char 1 \able/Govern....nhl aequ.st. C Schedulo J I
14. N.t Value of Eltat. Subject to raM
.\.25.\ .12
,00
1111
1121
1131
11~ I
',7~.\ 17
25,845,45
25 ,8(t5. t,5
,00
If an assessment was
reflect figures that
ASSESSMENT OF TAX:
1S. A..,ount of Line 14
lb. A",ount of Line 14
17. AlIlount of Lin. 14
18. Principel T.~ Due
issued previously, lines 14, 15 and~or 16, 17 and 18 will
include the total of ~ returns assessed to date.
NOTE:
at Spousal
taMable at
ta~abl. at
rate 11!J1 ,00 )( .00= ,00
Lineal/Clan A rate llbl ,00 X ,06, ,00
Collat.ral/Class 8 rate 1111 .00 X ,15, ,00
1181 ,00
TAX CREDns:
PAVMfN I'--'---RE-CEIPT-'--'.,["-'
DATE __~_I___..___~ NUH~.~_~__.___M ____._
,
,
DISCOUNT It I
INTEREST 1'1
._~~O~NI' ~~;~_._~
I
TOTAL TAX CREDn 00
BALANCE OF TAX DUE' .00
INTEREST AND-PEN-:-'~'--~~ liD
TOTAL DUE 00
If PAtO AfTER DATE INDICATED. SEE REVERSE
rOR CALCULATION or ADDITlOUAl INHREST.
I [f fOUL !JUf t:; lESS TllAN 'H. NO PAYMENT IS REQUIREO.
If fOTAL IHlI 13 RHl.LCTfD AS A "CREDIT" leRl, YOU t1Al' III nUL
A ReFUND. sir q~VEHSE srn~ or TltlS fORH FOR INSTRUCTION:;. I
IN REI
ESTATE OF HARRY LEON
MARTIN
I IN THE COURT OF COMMON I'LF.AS of
I CUMBERLAND COUNT~, I'ENNS~LVANIA
ORPHANS'COURT DIVISION
I
I
NO. 21-95-746
ORDER OF COURT
AND NOW, September 30, 1996, the within annount is
nonfir.m9d and distr.ibution dirented in annordanne with
the snhedule.
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COMMONWEALTH OF PENNSYLVANIA
COURTHOUSE
1 COURTHOUSE SOUARE
CARLISLE, PA.
17013.33B7
HAROLD E. SHEELV
..REIIDENT JUDOE
1717IUQ.BUO
October 4, 1996
William Duncan, Esquire
1 Irvine Row
Carlisle, Pa. 17013
IN RE: ESTATE OF HARRY LEON HARTIN
Dear Hr. Duncan:
Rule 6.9-2 of the Cumberland counti Orphans' Court Rule
provides that a statement of proposed d stribution shall contain
the names of ~he persons to whom it is proposed to award the
balance and the amount of the share to be awarded to each. The
schedule of distribution in this case does not show those items.
Therefore, I cannot confirm the account.
Qi cerely,
- O--~ f "
. old ~. 'hok
HES/uld
cc: Register of Wills
q 6,-q4U
;7,''''
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
IN THE ESTATE OF HARRY LEON MARTIN
,
SCHEDULE OF PROPOSED DISTRIBUTION
In accordance with Paragraphs, Third, Fourth and Fifth, of
the Last Will and Testament of Harry Leon Martin, the balance
for distribution as per account, $25,865.97 as of August, 1996,
plus accrued interest to distribution shall be distributed as
follows;
ENTIRE FUND TO:
St. Johns Episcopal Church
N. Hanover Street
Carlisle, PA 17013
TOTAL DISTRIBUTION TO BENEFICIARY UPON CONFIRMATION: $26,213.24
()()(}~ri J??at:bv
Donald L. Martin, Executor
of for the Estate of
Harry Leon Martin
State of Pennsylvania
~Mcd. .A~
( ~ary Public
Nolnrlnl 5001
Cynlhla L, DOli, Notnry Publlo
South Mlddloloo Twp" Cumbelland County
My Commission E,plros Aug, 14, 2000
,
1
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,
,
.
,
.
t
FIRST AND FINAL ACCOUNT OF
Donald L. Martin, Executor
FOR
ESTATE OF HARRY LEON MARTIN, Deceased
September 22, 1995
October 6, 1996
October 18, 1995
August 1996
Purpose of Account: Donald L. Martin, Executor offers this
account to acquaint interested parties with the transactions
that have occurred during his administration.
Date of Death:
Date of Letters Testamentary:
Accounting for the Period:
The account also indicates the proposed distribution of the
estate.
It is important that the account be carefully examined.
Requests for additional information or questions or objections
can be discussed with:
William A. Duncan, Esquire
One Irvine Row
Carlisle, PA 17013
717-249-7780
Date of Advertisement:
The Evening Sentinel, October 21, 28; November 4, 1995
Cumberland Law Journal, October 27, November 3, 10, 1995
SUMMARY OF ACCOUNT
Page CUrrent Fiduciary
Value Acquisition
Value
Proposed Distribution to Beneficiaries
PRINCIPAL
Receipts
Net Gain (or Loss) on Sale
or Other Disposition
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administration Expenses
Federal and State Taxes
Fees and Commissions
NONE
$33.00
$305.12
NONE
$2,914.00
$29,119.09
Balance before Distribution
Distributions to Beneficiaries:
Principal Balance on Hand:
$25,865.97
INCOME
Balance before Distributions:
$347.27
Proposed Distributions to Beneficiaries: $26,213.24
\?~~,~~~"~':'..
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory
(Value as of Date of Death)
Fiduciary
Acquisition
Value
.cMH
Dauphin Deposit Checking Account #10451021
American Travelers Life Insurance Policy
28,119.09
1,000.00
S29.119.09
TANGIBLE PERSONAL PROPERTY:
NONE
STOCKS:
NONE
REAL ESTATE:
NONE
TOTAL INVENTORY
S29.119.09
Receiots Subseauent to Inventorv
(Value When Received)
NONE
Cumberland Law Journal
Evening Sentinel
Register of Wills Filing Fees
First & Final Account Filing
TOTAL
EUNERAL EXPENSES
02/26/96 Westminister Cemetery
10/18/95
10/18/95
10/19/96
06/96
DISBURSEMENT OF PRINCIPAL
40.00
62.12
89.00
115.00
9306.12
33.00
TOTAL
ADMINISTRATION EXPENSES
9 33.00
NONE
FEDERAL AND STATE TAXES
NONE
FEES AND COMMISSIONS
00/00/96 Duncan & Otto, P.C. attorneys fee 1,457.00
00/00/96 Donald L. Martin Executors Commission 1,457.00
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TOTAL
92,914.00
DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES
PRINCIPAL BALANCE ON HAND
$25,865.97
RECEIPTS OF INCOME
$347.27
DISBURSEMENTS OF INCOME
NONE
DISTRIBUTION OF INCOME TO BENEFICIARIES
NONE
PROPOSED DISTRIBUTIONS TO BENEFICIARIES
$26,213.24
- -.-, - s.--'..'---,n -..--:-.-.-....-'.-.
I, Donald L. Martin, Executor of the Estate of Harry Leon
Martin, deceased, hereby declares under oath (penalties of
perjury) that he has fully and faithfully discharged the duties
of his office; that the foregoing First and Final Account is
true and correct and fully discloses all significant
transactions occurring during the accounting period; that all
known claims against the estate have been paid in full; that
to his knowledge, there are no claims now outstanding against
the Estate; and that all taxes presently due from the estate
have been paid.
ih1tJ& ~ )1Ibiffi/
Donald L. Martin, Executor
Subscribed and sworn to
by Donald L. Martin, before me this
.:l/5-1- day of Jl.t.h-e., 1996.
()~~O.l~'"
Notary Public
-
t10MntAL StAL
VELDA M, sU\~u, llo~lIY Public:
fl/11pp.>n:bUrg Bora. Cun~lllld CO'JnlY. Pn.
My Con,,,,I..,," E'rollllsAp<d 10. IIl98
/
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REV-1547 EX AFP (12-951*
CD""OHWUlHl or PENNSYlVANIA
DEPAR'"E"I or REVENUE
BUREAU Of INDIVIDUAL 'AMES
PEPT. n06Dl
tlARAIIIUAD, PA 1711l.06Dl
ACN 101
NOTICE OF IN"ERITA"CE TAX
APPRAISENENT, ALLoWA"CE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE 09-30-96
o FILE NO.
DATE OF DEATH 09-22-95 COUNTY CUMBERLAND
NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUHNIT T"E UPPER PDRTlDN OF TillS FoRN WITN YDUR TAX
PAYNENT TO THE REolSTER OF WILLS. NAXE CHECX PAYAHLE TO "REoISTER OF WILLS, AGENT"
REMIT PAVMENT TO:
WILLIAM A DUNCAN
1 IRVINE ROW
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AltDunt R...itted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiE'oj:i!i4'j-E'5C"Aj:ji-(i'F9ifnliifIcEuoF-YtiHERITAHci-fAin-PPRiiISEHEN'r,uALi."oiiiiNci-iiliu.u.u_u_..m
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTIN HARRV L FILE NO. 21 95-0746 ACN 101 DATE 09-30-96
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l ed.t. (Schedule A) (1)
2. Stockl and Bondi (Schedule OJ (2)
5. Clo..1~ Hald stock/Partnership Int.r.lt (Schedula C) (5)
4. "artgag../Not.. Receivable (Schedule DJ (4)
S. Ca.h/Bank Dapolltl/Hlla. Parlonal Property (Schedule EJ IS)
6. Jointly Owned Property (Schedule fJ (6)
7. Tranlfara (Schedule 0) (7)
8. Tot.l A...t.
I CHANGED
.00
.00
.00
.00
29.098.57
.00
.00
CHI
29,098.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
3,253.12
9. Funaral Expan.../Ad.. Co.t./Hi.c. Expen.e. ISchedule H) (9)
10. Dabt./Hodaaaa LiabiliUe./lien. ISchedule IJ (10) .00
11. Totel Deduotion. IlU
12. Hat V.lua of TalC R.turn (12)
lS. Charitable/GovarnM.nt.l a.qu..t. ISchedul. J) liS)
14. Hat Valu. of E.t.t. Subject to Tax (14)
NOTEI If an assessment was issued previously, lines 14/ 15 and/or 16. 17 and 18
reflect figuras that include the total of ALL re~urns assessed to date.
ASSESSMENT OF TAXI
15. Alnount of Line 14 .t Spou..l rat. (15)
16. AMount of Lin. 14 taxabl. at Linaal/Cl... A rate (16)
17. Anount of Line 14 taxabl. .t Collataral/Cla.. a rat. 117)
18. Principal Tax Due
3 . ?~3 I?
25,845.45
25,845.45
.00
will
.00
.00
.00
.00
.00
.00
.00
X .00.
X .06.
X .15.
CUI
TAX CREDITS I
PAYNENT
DATE
DISCOUNT Ct)
INTEREST I-I
ANoUNT PAID
RECEIPT
NUNHER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAVNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF T"IS FoRN FOR INSTRUCTIONS. I
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PURPOSE OF
NOTICE I
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REfUND lCR) I
OBJECTIONS.
ADHIH
ISTAATlVE
CORRECTIONS I
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DISCOUNT.
't
PENAL TV.
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Eltet., of d'c~ent. d~lng on a~ bafor. D,e.ab.t 12, .9., .. If an~ 'utur. Int.r..t In the I.l.t. 1. tran.flrr.d
In po.....lon or ,nJov-.nt to CI... . (colls'.rll) b~.flcl.rl.. 0' the dec.~t ,'t.r the I.plt.tlon of 8nW I...te for
11,. or for y..r., the Co..onwe.lth hlreby Ixpr...ly t...rv.. the right to eppr.... and ...... tr~.f.r Inhlrltencl T....
.t the llwful Cl... I (coll,t.r.l) rete on any luch future Int.r..t.
To 'ul'III thl r.qulr..ent. of Slctlon 21~O of the Inheritance ~ Elt,.. T.. Aot, Act 22 of 1"1. 72 P.I.
18011011 2140.
D.t.ch the top portton of thi. Notic. ~ .ub.lt with your p.y.ent to the A.gl.t.r of Will. printed on the r.v.r.. .Id..
--"ell. ch.ck or Hn.y ord.r p.yabl. tal REOISTER OF MILLS, AGENT
All p.w-.nt. r.c.ived .h.ll ftr.t b. .ppll.d to 8nY Int.r..t Which ..y b. due with any r...lnd.r appll.d to the t..,
A r.fund of . t.. cr.dlt, which w.. not r.quut.d an the ,.. A.turn, ..y b. nque.t.d by cOIIPI.tlng en "Appllc.tlon
for R.fund of Penn.yIYInI. Inh.rltanc. end E.tlt. 'I." (REV-ISIS). AppllcltJan. .rl Ivellabl. .t the OfficI
of thl AIglat.r of Willa, eny of thl 25 A.v.nu. Dlatrlct Off Ie.., or by cllling the ,plelel 24.hour
In.w.rln. alrvlcl nueb4ra far far., ordlrlnll In P.nn.ylvanl_ 1-100.562-205D, aut. Ide Penn.vlvanl. end
within locel H.rrl.bur, .r.. (717) 717-10'4, TOO' (717) 772-2252 (H..rlno 1~'lr.d Only).
Anv party In Int.r..t not ..tl.fled with thl Ippr.I..-.nt, .110vene. or dl,.llovenc. of deduction., or .......-nt
of t.. (Including di.count or Int.r..t) .. ~ on thl. Hotlc. lU.t object within .Ixty (60) dly. of r.c.lpt of
thIt Notlc. bYI
--writt.n prat..t to thl PA D.p.rt-.nt of R.venue, lo.rd of APp..l., a.pt. 211021, H.rrl.bur" PA 17121-1021, OR
--'I.cllon to h.v. thl ..tter d.terelned .t audit of the .ccount of the p.rson.1 np".entIUv., OR
--.ppul to the Drphan.' Court.
flctu.l .rror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA O.p.rt.ant of A.v~,
lur.eu of Indlvldu'l ,...., ATTNI Po.t A.......nt R.vlaw UnIt, D.pt. 210601, H.rrl.burg, PA 17121-0601
Phone (717) 717-6505. S.. pa.. S of the bookl.t "In.tructlon. for Inh.rltlnc. 'a. R.turn for I R..lo.nt
D.c.d.nt.. (AEY.1501) for an ..planltlan of 'dllnl'tr.tlv.ly corr.ctabl. .rror.,
If anv ta. due I. p.ld within thr.. (S) cal.nd.r aonth. .ft.r the decadent', de.th, a flv. parcent (S~) dl.count of
the t.. paid I. allow.d.
Th. 15~ ... 1In.,ty non-p.rtioip.tlon p.n.lty I. coaput.d on the tot.1 of the t.. end Int.r..t .......d, end not
p.ld b.for. Janu.ry 18, 1'96, the flr.t day .ft.r the .nd of the t.. ean..tv p.rJod. Thl. non-p.rticJp.tJon
p.n'ltv I. .pp..I.ble In the .... .ann.r and In the the .... tl.. p.rlod .. you would .pp..1 thl t.. ~ Int.r..t
th.t h.. b.en .......d .. Jndlc.tad on thl. notlc..
Int.r..t I. ch.rg.d beginning with flr.t d.V of d.llnqu.ncy, or nln, (9) lonth. and on. (1) dav fro. the d.t. of
daath, to the d.t. of p.v.,nt. r.... which b.c... d.IJnqu.nt b.for. Januarv 1, 198Z b..r Jnt.r.'t .t the r.t. of
.1. (6~) p.rcent p.r ennue c.lcul.t.d at . dillY r.t. of ,OOOI6~. All t.M., which bac... d.llnquent an and a,t.r
Janu.rv I, 191Z will b..r Int.r..t .t a r.t. which wJ11 v.ry fro. c,l,nd.r v..r to e.l.nd.r y..r with thlt r.t.
announc.d by the PA D.p.rta,nt of R.vanuI. The appllCabl. Int.r..t r.ta. for 19.2 through 1996 .r..
'!!!! Int.rut Alt, D.lly Intlr..t Factor !!!r Inter..t Rat. D.llv Int.r..t Factor
1912 2DlC .DD05U 1987 'X .000l47
191:1 lOX .OOOUI 1911-1991 lIX .00DSDl
1914 I1X .0ODSOl 1992 'X .ODDZ47
1915 m .000SS6 199).1994 7X .000192
1986 IU ,00021" 1995.1996 'X .000147
--Intarllt I. c.lcul.t.d .. fallow'l
INTEREST a BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST FACTDR
.-Any Notic. I..u.d .ft.r the t.. baco... dellnqu.nt will r.fl.ct an Int.ra.t c.lcul.tlon to flft.en (IS) d.y.
bayond the date of the ........nt. If p.y..nt I. a.d. ,ftar the Int.r..t eOlPut.tlon d.t. .hown on the
Notlc., addltlon.l Int.r..t lU.t b. celcul,t.d.
JRD/June 30, 1992/17858
"
REGISTER OF WILLS
Cumberlnnd County Courthnuse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: WILI,IAM A. DUNCAN, ESQ.,
RE: Estate of HARRY ,LEON MAR'l'IN , Deceased, Lute of
MTDm,F.fiF.X ~'WP
Estate No.: 21-1995-746
Date of Decedent's Death: 9 - 22 - 9 5
Pursuant to Rule 6.12, the above named personal representative or the above na!l1ed attorney, if
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that uoless the requisite Status Report is filed with the Register of Wills or Cleric 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 notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine 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 10-30 .191.7 you arc hereby
advised that a request will be submitted to the Court in aCCOrdaR. ce wilh Rule 6.12. ()
Date: 10 -15. 97 ll~~\).ll1.04.u~Lcl pLI. 1/ 11"0-..Y:..~
Deputy egisler of Wills I
Distribution to Estate File
^,.."o./...... ".,..;.,.~".,...~..."''',..,
STATUS REPORT UNDER RULE 6.12
Name of Decedent I ;.JClRllc/ LeoN /t--1o.et-IN
I
Date of Death I 9 - ;);:2 - Cf.s-
Will No. 2/-IQrpS- 7'1~ Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, 1 report the following with respect to completion of
the administration of the above-captioned estatel
1.
Stat~~ether administration of the estate is completel
Yes No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I
3. If the answer to No.1 is Yes, state the followingl
a. Did the pers~al representative file a final
account with the Court? Yes~ No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
'"' /j)JIl/j)~;f(~
Datel la-It, -91
o
DUNCAN & OTTO, P.C.
Attorney. at Law
1 Irvine Row
Carlisle, PA 1 ?013
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(MAH I rmf / AM3)