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Decentlenl was domiciled at death In CUmb2~1:~=="1-Scoun~t. Pennsylvania, wilh
1\ er last famllyorrrinclp.al resldcnceat L' es.. "or~.. tre
carlisle, PII 7013 (CARLISLE OOJUJGH)
(list Itreel, number and munelpali1)')
Decendenl' then 87 years or alte died October 5, , 1~5
at Carl sle Hospffil., Can,lsle, I'll 1/01::l .
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution or the wlll orrercd for probate; was not the victim or a killing and was never adjudicated
incompetent:
Dccendent at de'.lh owned property with estimated values as rollows:
(Ir domiciled in Pa.) All personal property S 2,000.00
(If not domiciled in Pa.) Pel-sonal property In Pennsylvania S
(Ir not domiciled In Pn,j Personal property In County S
Value or real estate In Pennsylvania S 58, 000. 00
situated as rollows: 221 W. North STreet, Carlisle, PA
217 w. North street, Carlisle, PA
WHEREFORE, pelitioner(s) respectfully requeSl(s) the probate of the last will and codlcil(s)
presented herewith and the grant oflelters Testamentary
(tCSlamcnc3ry; i1dmlnimation l;,t.3.; admlnl5ualion d.b.n.c.t.3,l
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 5S
COUNTY OF CUMBERLAND
Th, petltloner(s) above-nqmed swear(s) or arrirm(s) that the slatements In the foregoing petition are
true and correct to the best or the knowledge and beUer or petltloner(s) and [hat as personal represen-
t~dve(s) of the above decedent petit(oner(s) will w~d lruly minister the_estate according to law,
Swam to or affirmed and subscribed {Cd . '"
bet',JrC me this 24th _ day or '€'
Octobet' --P7: 19 95 ~
/Jl/t/t:J Q.,:{4ttUt1'.l'h ""l/'~J(. ~ - ~
''''''MAilY C. L!}'IIS Regis(jr ~
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Nil. 21-95-804
Esllllc of
ANNA 'I'. "1I0MPSON
I DccclIscd
DEcnEE OF I)JWUATE AND GHANT OF LErrEnS
AND NOW cx:TODER 26m 19~, In consIderation or the pethlc;lO on
the reverse sIde hereor, satlsractory proor having been presented berore me,
IT IS DnCREED thot the Instrument(s) doted Ma y 19, 1994
described therein be admitted to probate and filed or record as the last will of Anna T.
Thompson
and Letters Testamentary
are hereby granted to Consuelo Ann Crowder
FEES
Probate, Letters, Etc. ... I . . . .. S
Short Certlfleates(6 ) .... .. .... S
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.,Jslcr 0' WIU, --r-- r rt
MARY C. LEWIS
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113 Fr~r;rt? . .(~UPp~IOlp,g&'klgg~7
Boi1inq Springs, PA 17007
MORaS
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x-Pages (4) S 12.00
JCP TOTAL _ S 5.00
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CALLED AT1'ORNEY ON cx:roBER 27'll1,1995.
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OCT. 8 1995
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COMMONWULTH O~ PENNSYLVANIA. OI!PAATMENTOF HEALTH' VITAL AEconos
CERTIFICATE OF DEATH
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LAST WILL AND TESTAMENT
OF
ANNA T. THOMPSON
I, ANNA T. THOMPSON, a resident of 221 West North Street,
Carlisle, Cumberland County, Pennsylvania being of sound mind,
memory and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, hereby reyoking all Wills and
Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government of the United
States, or any state or territory thereof, or by any foreign
government or political sUbdivision thereof, in respect to all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this Will or otherwise,
excluding, howeyer, any property oyer which I have a taxable power
of appointment, provided, howeYer, that no residuary beneficiary
shall by reason of this proYision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
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ANNA T. THOMPSON
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LAST WILL AND TESTAMENT
OF
ANNA T. THOMPSON
ITEM 3: I give, devise and bequeath the real estate and the
contents contained therein situated at 221 West North Street,
Carlisle, Cumberland County, Pennsylvania unto my granddaughter,
CONSUELO ANN CROWDER, proyided, howeyer, that she surviyes me and
is living sixty (60) days after the date of my death.
ITEM 4: If and in the eyent that my granddaughter, CONSUELO
ANN CROWDER, does not suryiye me and is not liYing sixty (60) days
after the date of my death, then and in such event, I give, devise
and bequeath the real estate and the contents contained therein
situated at 221 W. North Street, Carlisle, Cumberland County,
Pennsylvania, in equal shares, unto my daughter, BETTY MAE THOMPSON
ORTIZ and my great granddaughter, KELLY MICHELLE CROWDER.
ITEM 5:
I give, devise and bequeath the real estate and the
contents contained therein situated at 217 West North street,
carlisle, Cumberland county, Pennsylyania, in equal shares, unto my
daughter, BETTY MAE THOMPSON ORTIZ and my great granddaughter,
KELLY MICHELLE CROWDER, proYided, howeyer, that they suryive me and
are living sixty (60) days after the date of my death.
ITEM 6:
If and in the eyent that either my daughter, BETTY
MAE THOMPSON ORTIZ, or my great granddaughter, KELLY MICHELLE
CROWDER, does not suryiye me and is not living sixty (60) days
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ANNA T. THOMPSON
2
_.....,.~
LAST WILL AND TESTAMENT
OF
ANNA T. THOMPSON
after the date of my death, then and in such event, I give, deYise
and bequeath the real estate and the contents contained therein
situated at 217 W. North Street, Carlisle, Cumberland County,
Pennsylvania to the survivor.
ITEM 7: I giye, devise and bequeath all of the rest, residue
and remainder of my estate, real, personal and mixed, of whatsoeYer
kind and nature, and wheresoeYer situate at the time of my death,
in equal shares, unto my daughter, BETTY MAE THOMPSON ORTIZ, my
granddaughter, CONSUELO ANN CROWDER, and my great granddaughter,
KELLY MICHELLE CROWDER, proYided, however, that they surYive me and
are living sixty (60) days after the date of my death.
ITEM B :
I hereby nominate, constitute and appoint my
granddaughter, CONSUELO ANN CROWDER, Executrix of this my Last Will
and Testament, with full power to do any and all things necessary
for the complete administration of my estate, and direct that no
bond or other surety is required of her in this or any other
juriSdiction for her performance of this office.
If and in the eyent that my granddaughter, CONSUELO ANN
CROWDER, does not surYive me and is not living sixty (60) days
after the date of my death, or does not complete her duties as
.') .. '/.... /;,..r _I'
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ANNA T. THOMPSON
3
LAST WILL AND TESTAMENT
OF
ANNA T. THOMPSON
Signed, sealed, pUblished and declared by the above named ANNA T.
THOMPSON, as and for her Last Will and Testament, in the presence
of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and of
each other.
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21-95-804
REGISTER OF WILLS 01<' C'lIMRR1H,lINn COUNTY
OATH 01<' SUBSCRIBING WITNESS
Anthony L. DeLuca, Esquire
xomdicit
l*ltll) a subscribing wllness to the will prescllled herewllh, (lS1lI:1I) being duly quallned according to
law, depose(s) and say(s) thai he was present and saw
Anna T. Thomoson
the testat rix . sign the same nnd that he signed as a witness at the
request or testat r ix in " e r presence and (In Ihe prescnee or each olher) (In the prcscncc or thc
olher subscribing wltness(cs)). ~ I b'
Sworn 10 or affirmed nnd subscribed berore .a., ,- ~'/!(, ~/~~~
mc'thls 24~h day or (Name) /'
October, ,0 1~95 113 Front St., Boiling sprin~, PA
'}JU1~1 C. ~1I~~ l,fh .ilS:;;;;~,tJi'~ (Address) 1 07
MARY C. LEWIS Reglsler U
:
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Consuelo Ann Crowder
,
(~ a subscrlbcr hereto, (~Wl being duly quallried according 10 law, depose(s) and say(s) that
she is ramlllar with lite signature or Anna T. Thompson
l!dlIMl
testat~ or (one or the subscribing witnesses (0) the 11'11I presenled herewllh and
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that she believes the signature on the 11'11I Is In the handwriting or
Anna T.. Thompson
to the be.t of. heL__ knowledge and beller.
Sworn to or urfj~.med and subscribed berore '~~"'v4 ,4k"-1 /1 (" 'AC~
me this 24..h day or ~ I (Name) ~
OctOber, . A995 302 N. West st., Carlisle, PA 17013
:~u. r? ,~tU>>(..d),.IY.'V~~d!JP1 (Address)
MARY (!. I.I:.'\i?; .' Reglsler
(Name)
(Address)
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INHERITANCE TAX REl'URN
RESIDENT DECEDENT
cOM"l,~~""":\~\W,~1~7mrAt"A (TO lIF. FILED IN DUPLICATE G' Or/loy
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2, SIock, and Bond. ISch.dul. BI ( 21 - 0-
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4, Mortgogll and NaIll RIt.luobl. (Sch.dul. D) I 4) - O-
5, Co.h, Bank D.pa.lI. & Mllt.llon,oul Plllanol Prop.rty( 51 1 , 40 I . 19
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6. Jolnlly Own.d Prop.rty (Sch.dul. F) I 6)
7, Trani"" (Sch.dul. G)ISch.dul. L) ( 7)
8, Tolol Gro.. A...II (Ialolllnll 1.7)
9. Fun.ral bpI""', Admlnlltra".... COI", Mlle.llan.ou. ( Q)
bp.n... (Sch.dul. H)
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12, N.I Valu. 01 Ellafl(lIn. 8 mlnu.lln. 111
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17, Prlndpolta. du'IAdd 10' from IIn. 15 and from IIn. 16.)
1 B. Cr.dlt. Prior Paym.nt. Discount Int. rill
+ (18)
19, If IIn. 18 f. gr.aler Ihan IIn. 17, .nter Ih. dlff.r.nc. an IIn. 19, Thl," tho OVERPAYMENT. (19)
110
20. If IIn. 171. grealer Ihon IIn. 18, .nler Ih. dlffer.nc. an IIn. 20, Thi,l. Ih. TAX DUE. (20j
A. Enter tho fntertlt on Ih. balonc. duo an IIn. 20A. (20AI
B. Enter Ih. 10101 01 IIn. 20 and 20A an Ifn. 20B, Thll II tho BALANCE DUE. (20B)
Mob Ch..k Payabl. to. R'al,'er of Will., Aa..'
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.-
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ("') IN THE
APPROPRIATE BLOCKS.
1. Did decedent make 0 transfer and:
a. retain the u'se or income of the property transferred, .......................................
b, retain the right to designate who sholl use the property transferred or its income,
c. retain a reversionary interest or ....................................................................
d. receive the promise for life of either payments, benefits or core? .......................
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death
occurred after December 12, 1982, did decedent transfer property within one year of
death without receiving adequate considerationV .................................................
3. Did decedent own on 'in trust for' bonk account at his or her death?.....................
YES NO
IX
Ix
I
Ix
I
iX
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COM'PLI~TE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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COMMONWIAUH O' P1NHSYWAHIA
INHllll'AHCf fAX .nUlN
llIlDfH'DfCfDINT
..
SCHEDULE "A"
REAL ESTATE
PILI NUMIIIR
ISTATI OP
Anna T. Thompson
(P,op.rty lolnlly-own.d with RighI 01 Survl.onhlp mu.' bo dl.clo..d on Sch.dul. "P"I All ..01 ..,0'. .hould bo ..palt.d 01 Ial, marlc.,
valu. which I. d.nn.d a. Ih. prlc. 01 which proparty would bo ...hong.d bo!woon a willing buy.. and a willing ..II.., n.llh.. bolnl
com lI.d 10 bu 0' ..II, both havln ..a..nabl. knowl.d . 01 Ih. ..I..anl lad..
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
\,
REsidence at 221 W. North street, Carlisle,
Pa. See attached appraisal.
Real Estate at 217 W. North street, Carlisle, PA
See attached appraisal.
30,000.00
$31,000.00
2.
TOTAL AI.a .nlor on IIn. I, RlKa 1I0101l0n
(II man 'pac. I, n..d.d In..rt oddillonal .hoo', o/.om. "10,'
$ 61,000.00
\ '...
IIY,IIO:I... 1'.111
COMMONWEALTH OF PENNSVLVANIA SCHEDULE "B"
INHERI.TANl:E.TAX RETURN STOCKS AND BONDS
RESIDENT DECEDENT
ESTATE OF
Anna T. Thompson
(All propertv lolntlv-ownld with Right 0' 8u,vlwnhlp mutt be dllClDted on 8ch~ul. "f1")
FILE NUMBER
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1,
None
-0-
TOTAL IAlso enter on line 2, Rec'epltuletlon)
.
-0-
fI' more 'Plce I. "Mdld In.." .ddltloMI shNt. 0' ..me I''''
REv.nO! E)(~ Ir...,
COMMONWEALTH OF PENNSYLVANIA
INHERITANllE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "0"
MORTGAGES AND NOTES
RECEIVABLE
ESTATE OF
Anna T. Thompson
CAll proptny lolntly.ownMt with "Ight of 8urvlvotlhlp mUlt b. dltcloMd on 8chedul. u'''1
FILE NUMBER
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1,
-0-
TOTAL IAlsD enter on line 4, RecapltulatlDn)
$
-0-
(If more .pn. I. needld 1"1eft .ddltlon.l ,h..tI of um. II,,)
REV.lI~' Ex.< l~,..i
SCHEDULE "E"
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT Dl:CEDENT
ESTATE OF
Anna T. Thompson
CAli ra f1 oint! -owned wtth the AIOht 0' Survivorship mUI' b. dlielo.ed on 8c:hltdul. "P".
FILE NUMBER
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Checking account, numbered 461776, at Farmers
Trust Company, Carlisle, PA $ 488.19
2. Personal Property. See attached 918.00
3. 1984 Pontiac motor vehicle 35.00
TOTAL IAllo enter on line 6. Recepltulellonl
. 1,401.19
(If more 'pICI I, nMdMt In.." .ddltlonll thHt. of ..m. .1..,
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE "F"
JOINTLY OWNED PROPERTY
ESTATE OF
Anna T. ThompBon
FILE NUMBER
CThlllChedula mun ba campla'MlIt thl dICed ant, I' thl tlm. at hi. or ha' dHth, own~ any property." Joint ""'nl with thl right 0' lurvlvorlhlp,l
Joint tenent(sl:
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
NONE
B.
C,
Jointly owned property:
ENTER
ITEM LETTER FOR
NUMBER JOINT TENANT
DESCRIPTION OF PROPERTY
TOTAL VALUE
OF ASSET
DECEDENT'S DOLLAR VALUE OF
% INTERE DECEDENT'S INTEREST
1.
A.
TOTAL (Also enter on line 6, Recepltuletlonl
$
-0-
(If moNlPlea't nMded lmert addltlonal"'Mt' of .am. tin)
REV-illS El\+ 17"'"
, '.
COMMONWEALTH OF PENNSVLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Anna T. Thompson
ITEM
NUMBER
A.
1.
B.
C.
SCHEDULE "H"
FUNERAL EXPENSES.
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
FILE NUMBER
DESCRIPTION
AMOUNT
Funeral Expenlll:
Ewing Brothers Funeral Home
630 South Hanover st.
carlisle, PA 17013
$ 3,960.00
1.
Admlnl.tretlve co.ts:
Penonel Repre..ntetlve CommIssion.
SocIal Security Number of Penonel Representative:
V..r Commlalona paid
2.
Attorney Fe..
Anthony L. DeLuca, Esquire
1,500.00
3.
Famllv Examptlon
Claimant
Address of Claimant at dacedent'. daath
Relatlon.hlp
4.
Probeta FII.
150.00
1.
MI.cellaneou. Expanse.:
Legal Adyertising-cumberland Law Journal
Legal Advertising-The Sentinel
40.00
75.72
400.00
40.00
25.00
2.
3.
Steyen W. Barrett REal Estate appraisal of Real Estat
Roy D. Gottshall - Appraisal of personal property
Filing of Inventory & Inheritance Tax
4.
5.
TOTAL (AI.o entar on Una 9, Race Itulatlonl'
.
6,190.72
(If more 'PIC:lle nMdItd 1"''''1 .ddltlon.l .hMtl 0' ..m. ,In)
...'\11I.... """ .
I
,
COMMONWEALTH OF PENNSYLVANIA
INHERITo\NCI TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Anna T. Thompson
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
FILE NUMBER
ITEM
NUMBER DESCRIPTION
AMOUNT
1. Installment loan, numbered 10055465, at Farmers
Trust Company, Carlisle, PA
2. Bank Americard - credit card
$1,105.06
142.62
329.75
296.81
54.00
69.84
66.00
3. Sears - credit card
4. Darlene L. Moyer, CTB - 1995-96 SchOOl Tax
5. Aetna Casualty - Homeowners Ins.
6. United of PA
7. Aetna Casualty - Car Insurance
TOTAL IAllo enter on line 10. Recepltuletlonl
$ 2,064.
lit more 'Plc.l. n.-dld In'lrt addltlon.1 ah".1 of ..m. .111)
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LAS'!' loIIl,l, AND 1'ES1'AMEN1'
OF
ANt/A 1'. '!'1I0MPSON
I, ANNA T. THOMPSON, a resident of 221 I~est North Street,
"carlisle, Cumberland County, Pennsylyania being of sound mind,
memory and understanding, do hereby make, publish and declare this
to be my Last Will and Testament, hereby reyoking all Wills and
Codicils heretofore made by me.
ITEM 1: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM 2: I direct that there shall be paid out of my residuary
estate all estate, inheritance and like taxes together with any
interest or penalty thereon imposed by the government of the United
states, or any state or territory thereof, or by any foreign
government or political subdivision thereof, in respect to all
property required to be included in my gross estate for estate,
inheritance or like tax purposes by any of such governments,
whether the property passes under this will or otherwise,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this proyision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
,-..' ,,' "fr.
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ANNA T. THOMPSON
.. ,
, .
. .___.___.._...___.__.__._u____
....~---...............~_._,~_..-.._._~.,_...~ .--.-.
..___......'_.0.-._7 _._.... _._._..._~._, .__........_..,...._. .... ........ _'T'--_...
LAST lULL AND TESTAl1lm'J'
OF
ANNA '1'. THOMPSON
ITEM 3: I give, deyise and bequeath the real estate and the
contents contained therein situated at 221 West North street,
Carlisle, cumberland county, Pennsylyania unto my granddaughter,
CONSUELO ANN CROWDER, provided, howeyer, that she survives me and
is living sixty (60) days after the date of my death.
ITEM 4: If and in the event that my granddaughter, CONSUELO
ANN CROWDER, does not survive me and is not living sixty (60) days
after the date of my death, then and in such eyent, I give, devise
and bequeath the real estate and the contents contained therein
situated at 221 W. North street, Carlisle, Cumberland county,
Pennsylvania, in equal shares, unto my daughter, BETTY MAE THOMPSON
ORTIZ and my great granddaughter, KELLY MICHELLE CROWDER.
ITEM 5:
I give, devise and bequeath the real estate and the
contents contained therein situated at 217 West North street,
Carlisle, Cumberland county, Pennsylvania, in equal shares, unto my
daughter, BETTY MAE THOMPSON ORTIZ and my great granddaughter,
KELLY MICHELLE CROWDER, provided, however, that they survive me and
are living sixty (60) days after the date of my death.
ITEM 6:
If and in the event that either my daughter, BETTY
MAE THOMPSON ORTIZ, or my great granddaughter, KELLY MICHELLE
CROWDER, does not surviye me and is not living sixty (60) days
"
- ,-' I ,/
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ANNA T. THOMPSON
" \
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__ow. _.._._..__"._..._..__.__.-____.'_.._ On_-."_........,~_ ,.....-_."..~- -.---.
U'!'.~ "'..'1'-...,~~.~~~~;'";.-tr.:~~~~~..,:..~~J!""tt,..":"':".~-"'1'iI;:t....,~...t'..-._._..._..._____...._...~_.... _,_ .._~.._... '.-"F-...- '~""-;~'_.',W
LIIS'" lULl. ANlI 'l'IlS'I'AHEN'l'
01,'
ANNA T. THOMPSON
after the date of my death, then and in such cyent, I give, devise
and bequeath the real estate and the contents contained therein
situated at 217 W. North street, Carlisle, Cumberland county,
Pennsylvania to the suryiyor.
ITEM 7: I give, devise and bequeath all of the rest, residue
and remainder of my estate, real, personal and mixed, of whatsoever
kind and nature, and wheresoeyer situate at the time of my death,
in equal shares, unto my daughter, BETTY MAE THOMPSON ORTIZ, my
granddaughter, CONSUELO ANN CROWDER, and my great granddaughter,
KELLY MICHELLE CROWDER, provided, however, that they survive me and
are living sixty (60) days after the date of my death.
ITEM
S.
.
I hereby nominate,
constitute and
appoint my
granddaughter, CONSUELO ANN CROWDER, Executrix of this my Last Will
and Testament, with full power to do any and all things necessary
for the complete administration of my estate, and direct that no
bond or other surety is required of her in this or any other
jurisdiction for her performance of this office.
If and in the eyent that my granddaughter, CONSUELO ANN
CROWDER, does not survive me and is not living sixty (60) days
after the date of my death, or does not complete her duties as
" -ro
, ...,r./....JC- (,.,~"~.f<t!..c::::.~-'
ANNA T. THOMPSON
3
.. .---,.--....-........... .-.....
/
Slovon W. Borroll Aoal Eslalo
124 N.llanovor 8traal
Carllalo, PA 17013
(717) l4a.eeae
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Docember 1,1095
Allornay DoLuea
PO Dox 358
Dolling 8prlngs, PA 17007
RE:
. Prop.rty .
Borrower.
Fila No, .
221 Will Norlh 8lra.1
Carlisi., PA 17013
Anna T. THOMPSON Eslal.
95.0890
De.r Sir or Madam:
In accordance with your requesl. t have personally Inspected and prepared an appraisal
raport ollh. raal proparly loealad al:
221 Will North Slraal, Carllsla, PA
Tha purpose ollhls .ppralsalls to IIUmalalha markal val"a ollha proparty dllerlb.d
In Iha body ollhls appraisal report,
Enclosed, please find the appraisal report which describes certain dala gal he red during
the Invesllgatlon 0' Ihe proper'y. The melhods 01 approach and reasoning In lhe
valuallon of the various physical and economic tactors ollha subJecl property are
conlalned In Ihls report.
An InspecUon of the property and a lIudy at pertlnenl laclors, Including valuallon
lrends and an analysis 01 neighborhood data, leads the appraiser to the conclusion Ihal
the markel VSIU8. as at "/21/95.ls:
$31,000
The opinion or value expressed In this 'eportl. contlngenl upon the Limiting
Candlllona attached to Ihls report.
It has been a plessure to 8S8111 you: It I may be 0' lurther lervlce to you In the IUlure.
pl.au'el me know.
Reap.clfully submllted,
Sleven W. Barrell Real eSlate
i ,
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CASSANDRA CROCKETT
PA Cartllleallon 'RL,OOI348,L
., ,
bllJlJ~H ~~. UUllull t1uOJ &:.tilUhl
124 N. ttanovo' SI..ol
CIIII.IO, PA 17013
17171243-6646
December I, 1005
Allomey Daluca
PO Box 358
Boiling Spring., PA 17007
AE:
Propa~y .
217 Wilt No~h SUeet
CarU.le, PA 17013
Anne T, THOMPSON E.tale
05.0880
Borrower.
FUe No.'
Our 51, 0' Madam:
In accordance wllh your requIII, I have personaUy Inspected and prepared an appraisal
rapo~ ollhe real prope~y locatad al:
217 We.t North Slrael, CaIU.'e, PA
The pUlpo.e ollhl. applal.alls 10 esllmate the market value ollhe plope~y described
In Ihe body ollhl. appraisal ..po~,
Encloud, plusellnd the appral.a' ..po~ which dOlCllbe. eertaln data gsthered during
thelnveltlgatlon ollhe property, The methodl ot approach and reasoning In the
vahJaUon of the various physical and economic tactora of the subject property Ire
contained In IhlS report.
An Inspection ot the property and a sludy 0' pertlnenl factors, Including valuation
"ends and an ans'y.'s 01 nelghbolhood dala, IlIdslhe appraiser to the conclusion Ihat
the malket valua. II 01 11/21/95. Is :
$30,000
Tho opinIon 01 value e.prenod In this report Is conllngent upon the Llmlllng
Condlllons allached to this report
II has been a pleasure 10 8aalsl you: If I may be ot further servlco 10 you In the luture.
please leI me know.
Ae.peclluUy submlllad,
Slevan W. Ba"ell Aeal Eslale
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,
CASSANDRA CROCKETT
PA Ce~llIcallon .Al.001348.l
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IN ACCOUNT WITH
LEBO'S GARAGE
GENERAL REPAIRS
OFFICIAL INSPECTION STATION
DIAL 249-29n OR 249-8341 301 N. COLLEGE ST.
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Invenlory ollhe real and personal eslale of
hl\l\" T. ThompAnn
deceesed
1, Residence at 221 West North Street
carlisle, PA 17013
2,' Real Estate at 217 Weat North Street
Carlisle, PA 17013
3,' Checking account , numbered 461776 , at Farmers Trust Co'"
,Carlisle, PA 17013
4, . Miscellaneous personal property
1984 Pontiac Motor vehicle
. - ~.';~'l-,
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31,000 00
30,000 00
,488 19
918 00
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-3'5 00
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RECEIVED FROM. B
ACN
ASSESSMENT P:lI
CONTROL I:iI
NUMBER
IOlD "'II
DELUCA ANTHONY L ESG
POBOX 358
113 FRONT STREET
BOILING SPRINGS, PA 17007
101
ESTATE INfORMATION.
!II I ENUMI R
Y e 1-1 99l5-0804
eI NAME Of DECEDENT (LA5T)
I;lI THOMP80N ANNA T
II DATE Of PAYMENT
B POSTMARK
COUNTY
DA E Of DEATH
REMARKS
SEAL
SSN ISe-40-9558
(fiRST) IMI
II TOTAL AMOUNT PAID
CONSUELO ANN CROWDER
C/O ANTHONY L DELUCA
CHECK" 105
ESQ
AMOUNT
_~,i:!4B.7B
-3.e48.78
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. SlONA1'UR~: .. '
MARY C. LEWIS".l;.,),/~!, 1-
REGISTER OF WILLS '
RECEIVED BY
REGISTER OF WI LLS
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JRD/June 30, 1992/17858
NAR 0 7 :",,,,Ll..
'.I. (11)1
In Re: Estate of ANNA T THOMPSON
Late of CARLI SLE BOROUGH
Estate No.:
21 - 95 - 804
ORPHANS' COURT DIVISION,
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
No,
NOTICE OF FAILURE TO FlLE CERTlFlCATION AND REQUEST TO
CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: CONSUELO ANN CROWDER
Counsel for Personal Representative: ANTHONY L DELUCA ESQ
Date of Grant ofOrlglnaJ Lelters: OCTOBER 26, 1995
Date of Delinquency Notice: FEBRUARY 2, 1996
The undersigned, Mary C. Lewis, Register of Wills, in accortlance with Rule 5.6, Supreme Court
Orphans' Court Rules, hereby notifies the Orphans' Court Division. Court of Common Pleas of
Cumberland County, that neither the above named personal represcntalive nor the above named counsel
for the penonal representative have filed with the Register of Wills or Clerk of the Orphans' Court his,
her or its certification required by Rule 5.6(d), Supreme Court Orphans' Court Rule and that the requisite
IIOtice, punuant to Rule 5,6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills
on FEBRUARY 2, , 19..1liand that the ten (10) day notice to file the certification has expired.
Accordingly, In accordanee with Rule 5,6(e) the Court Is hereby notified of such delinquency and the
utsdonlgned requests tbat a Court conduct a hearing to determine whether sanctions should be Imposed
upon the delinquent penonal representative or counsel for the delinquent penonal representative.
Date: MARCH 6, 1996 (!. 'tJf:h '?ft:u.
Distribution: Penonal Representative
Counsel for Penonal Representative
Estate File y ~ ~,,/
A HEARING IS SET FOR mA ~ /7 T./C) AT / / l 00 A. /YJ .
IN COURTROOM NO.1.
IF THE CERTIFICATION OF NOTICE IF FILED P lOR TO THE HEARING DATE THE HEARING
WILL AUTOMATICALLY BE CANCELLED. ~
O~ '{I la& 3 -Qq - (tip
- --. -- -.... ~...
l./
REV-1547 EX AFP 112-95.
CDttf'tOHWUl tH Of PeNNSYlVANIA
DCPARHtfN' Of R[V[H\JE
BUREAU Of INDIVIDUAL fA)lEl
D(Pf. lI06DI
ItARAUIURO, PA l7Iza.06DI
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-"
(.Oc)
.,
I,
e.-
ACN 101
NOTICE Of INHERITANCE TAX
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
DATE 05-Z0-96
FILE NO.
OF DEATH 10-05-95 COUNTY CUMBERLAND
HDTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION Of THIS fORH WITH YOUR TAX
PAYHENT TO THE REOISTER Of WILLS. HAXE eHECK PAYAHE TO "REOISTER Of WILLS, AGENT"
REMIT PAYMENT TO:
ANTHONV L DELUCA
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A.aunt R..itt.d
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiifli:ii;4"i"EX-Aj:p--nZ-:9ST"NiificniF-'i"liHEifii'ANci-TAin-PPRAISEifENT-,--.U.i."ciwANci-oif-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THOMPSON ANNA T FILE NO. Zl 95-0804 ACN 101 DATE 05-Z0-96
6,190.7Z
Z,064.08
(11)
1121
(13)
1141
14, 15 and/or 16, 17 and 18
returns assessed to date.
TAX RETURN WAS. (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Eat.t. (Sch.dul. AI III
2. stocks Md Bond. (Sch.dul. II (21
3. Cla..l)' ...ld stock/P.rtn.r.hi~ Int.r..t (Sch.dul. CI (31
~. "artg.g../Nat.. Rec.ivabl. (Sch.dul. 01 (41
5. C..h/Bank D.po.ita/MlIe. "r.on.l Prop.rty (Schedul. EI (51
6. Jointl)' Own.d Propert)' (Schedul. FI 161
7. T".nlf.,.. (Schedul. 0) (71
8. Total A.s.t.
APPROVED.DEDUCTIONS AND EXEMPTIONS:
9. Fun.r.l Exp.nse,/Ad.. Co,t./Hi.e. Exp.n... (Sch.dul. HI
10. D.bt./Ho,.tg.g. Liabiliti../Li.n. (Sch.dule IJ
11. Tot.l D.duction.
12. N.t V.lu. of hx R.turn
13. Ch.ritabl./Gov.rn..nt.l Bequ..t. (Sch.dule JJ
1~. N.t Vdu. of Eat.te SUbject to Tax
(9)
110)
NOTE:
I~ an assessment was issued previously, lines
re~lect ~igures that include the total of ~
ASSESSMENT OF TAX:
15. A.aunt of Lin. 14 at Spau..l r.t. IISJ
16. A.aunt of Lin. 14 t.xabl. .t Lin..l/Cl... A r.t. (161
17. AMount of Lin. 14 t.xabl. at Coll.t.r.I/CI... Drat. (17)
18. Principal Tax Du.
TAX CREDITS:
PAYMENT
DATE
OZ-13-96
RECEIPT
NUHBER
AAlIZ506
DISCOUNT
INTEREST
(+)
I-I
,00
) CNANOED
61.000.00
,00
.00
.00
1,401,19
.00
,00
(el
6Z .401.19
A . ~~4 An
54.146 ,39
.00
54,146,39
will
,00 X .00.
54.146.39 X .06.
.00 X .15.
liB)
.00
3.Z48.78
.00
3,Z48,78
AHOUNT PAID
3,Z48.78
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· If PAID AfTER DATE INDICATEO, SEE REVERSE
fOR CALCULATION Of ADOITIONAL INTEREST.
3,Z4B,78
.00
.00
,00
I If TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY DE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.)
ROCtF,
RH~,'
"
.\ ,'.' III
,; '.rBs
'96 I1~Y 20 1\\0 :56
Clue
CUIli!)'",
COurt
c ,'(,)" fA
RESERVATION. Elt,... of dlcedent. dying on or b.for. Olelabat ." 19.2 .- If any future Int.r..t In thl ....t. 1. tran.f.rr~
In pal....lon or .nJav.ant to CI... . (coll,t.t.l) beneflcl,rl.. of thl dlc.dant .,t.r the Ikplr.tlon of any I...t. for
11'. or for v..r., the c~..lth hlt.bV ..pr..sly r...r~.' thl tight to appral.. and ...... tr~.f'r Inh.rltanc. '1.1'
It the l.wful el... a (col1"eta1) t.t. on any .uch lutur. Int.t..t.
........, Of
NOTlCEI To fulfill thl r.qult...." of SICtlon Zl40 of thl Inh.ritance and Est,.. T.. Act, Act 2Z of 1991. 7Z P.S.
S.ctlon 2140.
PAMNTI
Detach the top portion of thl. Hot lei end tub,lt with your pIYlent to thl Rllllt,r of Will. printed on thl r.v.r.. .Id..
--Kakl check or .onlY otcMit p.yull tal REGISTER OF HILLS, AGENT
All p.v-~t. ~ec.lv.d ~.II flr.t b. appll.d to any Int.r..t which ..y b. duI with any r...lndar appll~ to thl t..,
REFUND (CA'I A rafund of . t.. cr.dlt, which wa. not r.qu..tad on the T.. Raturn, ..y b. r.qua.t.d by caapl.tlna an "Appllc.tlon
fa~ R.fund of P.nn.ylvanl. Inh.rltanc. and Eatat. T.." (REV-1515', Application. ar. .v.llabl. .t th.Offlca
of thl R.gl.t.r of Will', any of the Z5 Revenu. DI.t~lct Offlc.., or by c.lllna the .pecl.. 24-hou~
8n.w.~lna .ervlc. nuab.ra for for.. ord.rlngl In Penn.ylv.nla 1-8aa-36Z-Iosa, out.ld. Pann.ylvanl. ~
within 10c.1 H.r~l.bura .r.. (717) 787-8094, TOO' Cl17' 112-Z2SZ (Hearing lapalr.d Only).
OBJECTIONS I Any p.~ty In Int.r..t not ..tl.flad with the appr.I....nt, allowanc. or dl..llowance of d.ductlona, or ,.....llnt
of ta. (Including dl.count or Int.r..t' a. .hewn an thla Hotlc. au.t obJ.ct within .I.ty C6a> d.y. of r.c.lpt of
thh Matlce bYI
.-wrltten prot..t to the PA D.part.ant of R.v.nu., Board of APP..I., D.pt, Z810ll, H.r~l,bura, PA 17128-loZl, OR
--.Iactlon to have the ..ttar det.r.ln.d at audit of the account of' th. per.on.1 r.pr...ntetlve, OR
:_app... to the Orphan.' Court.
ADHIN
lSTRATJYE
CORRECTIONS I
INTERESTI
Factual .rrar. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA Dep.rt..nt of R'v,nu.,
Bur.au of Individual T...., ATTHI Po.t A.......nt R.vl.w Unit, n.pt. Za0601, Harrl.burg, PA 11128-0601
Phon. (717' "'-6505. Sa. paa. 5 of the ba~kl.t "In.tructlon. for Inherltanc. Ta. Raturn fo~ a R..ldant
Dac.dent" (REV-ISoI' for an e.pl.natlon of ad.lnl.tr.tlv.ly carr.ctabla arrora.
If anY taM due I. paid within thra. C5' calendar lonth. .ft.~ the dlcldlnt'. d..th, . flv. perc.nt (SX, dl.count of
the t.. p.ld I. allow.d.
ThI 15X t.. .ane.ty non-partlclp.tlon panalty I. cOlput.d on the tot.1 of the taM and Int.re.t .......d, and not
p.ld b.for. January 18, 1996, the flr.t d.y .ft.r the .nd of the taM aan..ty p.rlod. Thl. non-partlclpetlon
penalty I. appa.l.bl. In the .... ..nn.r and In the the .... tl.. p.rlod a. you would app..1 the t.. and Inter..t
th.t ha. been .......d .. Indlc.t.d on thl, notlc..
Int.r..t I. charged b.glnnlng with flr.t d.y of dellnquancy, o~ nln. C9' .unth. and on. (I' day fro. the d.l. of
d..th, to the d.t. of p.yaant. Ta... which b.c.a. delinquent b.fora Januery I, 1'82 b..r Int.r..t at the rat. of
.1. (6XI perclnt per ~ c.lculat.d at . dally rat. of .000164. All ta... which b.ea.. d.llnquent on and .ft.r
Janu.ry I, 19.2 will b.ar Int.r..t .t . r.t. which will vary fro' cal.nd.r y.ar to c.l.ndar y..r with thlt rat.
announc~ by the PA nlp.rtaant of R.venu.. Th. appllcabl. Int.r..t rat.. fo~ 1'82 through 1996 .r.,
DISCDUHT I
PENAL TV I
'!!!! tnt.r..t R.t. Dally Int.r..t Factor I!!! tnt.r..t Aat. DailY Int.,...t Factor
1911Z '0' .0005'" 1987 .. .00DZ47
1985 16X .00008 1988-1991 11;( .000501
I'" llX .000501 1992 .. .oD0l47
1'15 15' .000556 1995-1"4 '" .000192
1916 to' .Oa0l74 1995-1996 .. .000241
--Int.r..t I. c.lculat.d .. follow'l
INTEREST a BALANCE OF TAX UNPAID X NUNaER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..ued .ftlr thl t.. b.co... d.llnqu.nt will r.fl.ct an Inter..t c.lcul.tlon to fl,t..n CIS' dew.
beyond the d.t. of the ........nt. If Ply..nt I. .~. .ft.r the Int.r..t'cOlPut.tlan d.tl ,hown on thl
Hotlc., addltlon.1 Int.r..t au.t b. c.lcul.t.d.
C-
STATUS REPORT UNDER RULE 6.12
Name of Decedentt
Ann.q T ThnmpRon
Date of Death:
10- 5 -qs
Will No.
1995-00804
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 l[ No
2. If the answer is No, state when the personal
representative reasonably belieyes that the administration will be
complete:
J. If the answer to No.1 is Yes, state the following:
a. Did the personal re&Zesentative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representatiye state an
account informally to the parties in interest? Yes >\ No
d. Copies 0 f 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.
Datel 7/'19'7
,
~ ((~~/ ~'4!,./ ~~4
Si n ture
Anthony L. DeLuca, Esquire
Name (Please type or print)
113 Front st., P.O. Box 358
~3iliR9 Spr'"gQ p~ 17007
A ress .
(717) 258-3023
Tel. No,
-.'
-,., .
Capacity:
Personal Representative
X Counsel for personal
representative
(MAHlrmf/AMJ)