HomeMy WebLinkAbout95-00823
PETITION Fon pnonATE nnd GnANT Of' LETTERS
q 5-
No.
To:
Estate uf MAllY (11 I.ES 'llIf'M1\.'i
aho known as
Regisler of Wills for the
Deceased, CounlY of ClMfiEfUJ\ND In lhe
Social Se"lIrily Nu, 268-20-11073 Commonweahh of Pennsylvania
The pethlon of the undersigned respectfully represenls lhal:
Your pelilione,(s). ... 15/_ 18 years of age 0' older.
.The last will of lhe above decedenl. daled Dccoliher 2.
and .odlcills) daled
imD01~ted CCNR n,~n~. N.II. (nir:" "Nt' ''''mk) r.vnr"t'nr '1"~ r.vnr..I'~~ roiO'r1Q',l"'''<!
ih~ right' t.O arillll!)jst-er: thE :~t'lltp 'T'h" nf'"lrnrlnnt- W:l~ ~1Ir""\1ivPri hy nnr.t (1\
~~~1~ ~..~il~ I;' rrlrtnr 'l'hnl'M~ whn hn~ r11~n rnnnllnf'"Pit hie:. right tn c:=.nrup
IsHue rclc\'llRl drcumslillll:"", c.ll. renunciation. dc:uh of e.,ecUlar, cIC.)
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Oecendent was dam Idled al dealh in ClDlIberland
n er last family or prlndpal residence al 546 1tlD1111el IIvenue.
Rnrollgh of Le:nrwnp.
(lin meet, number 3nd muncipalhy)
County. Pennsylvania. with
1I0t. Ul
Oecendent, then i6 years of age. died October 18 , ,19 95
at It,,r'ri,,I.,r9 Itnspl1';,] .
Exeept as follows. decedenl did not marry. was nOI divorced and did not have a child born 0' adopled
afler execution of the will offered for probate; was nOI the victim of a killing and was never adjudlealed
incompetent;
Oecendent at death owned properlY whh eSllmated values as follows:
(If domieiled iu Pa.) All personal property
(If nct domiciled in Pa,) Personal property in Pennsylvania
(If not domiciled In Pa,) Personal property in County
Value of reo: estate in Pennsylvania
shuated as follows:
S !;,,", t'U
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S
S
S
None
WHEREFORE. petitioner(s) respectfulll' request!s) the probate of the last wlll and codicil Is)
presented herewith and the grant of lelters of Adlmnistration. C. T .11.
(lcsramcnt3fYi administration ":.t.a.; admlnlnralion d.b.n.c.l.a,)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLllNO
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The pelitioner(,) above.named swear(s) 0' affirm(s) thatlhe statements in the foregoing petition are
lrue and .0rreCl to the best of the knowledge and belief of petitloner!s) and that as personal represen.
lative(s) of the acove deccd.nt p.tit;oner(s) ~ilI.:ell_a_~ trUlY adml,nisr)' lhe estate accrding 10 law,
SWO rota or affirTli'b and 5 ubscribed {t. "'. . /"" J -',. "..J j,. ; '.. :.,
before me this .( day of rIB ean renlS 10 'X ~'
~ t:~~"ber \)9 95 . "-. , '"
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No.
oU-IQQ5- ~a.3
Estate of
MARY G I J.ES '111G1J\S
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW NOVEMBER 3 19~. in consideration or the petition on
the reverse side hereM, satlsractory proor having been presented berore me,
IT IS DECREED that the instrument!s) dated Decanber 2. 1991
described therein be admilled to plobate and filed or record as the last will or
Mary Giles Thomas
and Letters of A.r1rniniRtr~t;nn. C.T.^.
are hereby granted to Doris Jean Brenishol tz
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'--IfIO\.U (i J; li~f '/ .-tU..,'-!f)}). ((tUW) p'
MARY C. LEWIS .1 ' Jie,ilte,olWlII. l,l;(~,)11 'V..
Edmund G. Myers (20558)
Johnson. UUffie, Stewart & Weidner
FEES
18.00
Probate, Lellers, Etc. ...,..". s
sffilrpeallAcates14 ) .......... S 12.00
Renunciation ................ S 1 ~ : aB
JCP S 5.00
TOTAL _ S 0;:>.00
Filed ..,. N9~~t'I.~~,~. ;3,I..~ ~.~~..,",..
ArTORNE\' (Sup. Cl, I,D,"lo.,
301 Market St., P. O. Uox 109
Lemovne. PA 170i~:OlQ~
ADDRESS
(717) 761-4540
PHONE
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MAILED LETTERS AND ORDER 1'0 ATTORNEY
ON NOVEMBER 6, 1995.
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EGM/Novcmhcr 5. 1991/11336
3liagt 3lDlill Club Wesbtuunt
OF
MARY GILES THOMAS
I, MARY GILES THOMAS, of the Borough of Lemoyne, 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 and making void any and
all Wills or codicils at any time heretofore made by me.
ART:ICLE I
I direct the payment of all my legal debts, and the expenses
of my last illness and funeral from my Estate as soon after my
death as conveniently may be done. I direct that all taxes that
may be assessed in consequence of my death, of whatever nature and
whatever jurisdiction imposed, shall be paid from my Residuary
Estate as part of the expense of the administration of my Estate.
ARTICLE II
I give and bequeath my diamond ring which I received from my
mother unto my cousin, ANN THOMAS GREEN, of Chicago, Illinois,
provided she survives me.
ARTICLE III
I give,
remainder of
situate unto
devise and bequeath all
my Estate, of whatsoever
CONB BANK, N.A., IN TRUST,
the rest, residuer and
nature and wheresoever
to invest and reinvest,
\d
--.--- -- -"...-. ._~..
EGM/Nuvcmbcr 5. 1991111336
manage and hold the same in accordance herewith for the benefit of
my sonr F. CARTER THOMAS, to provide for his maintenance, support
and education, in addition to and over and above the benefits F.
CARTER TaOMAS would otherwise receive as a result of disability
from any local, state or federal government or agency, or from any
private agencies, any of which may provide services or benefits to
handicapped persons.
It is my express intent that the trust estate created hereby
be used only to supplement such other benefits as are received by
F. CARTER THOMAS from other sources. In this regard, I direct that
my Trustee shall expend the net income from the Trust, in the
exercise of its sole and absolute discretion, for the benefit of F.
CARTER THOMAS, or may accumulate the same in whole or in part and
add the same to principal, and may, in the exercise of Trustee's
sole discretion, expend for his benefit, such amounts of principal
as Trustee shall determine from time to time. In the exercise of
the Trustees' discretion, I direct the Trustee to provide for my
son's needs over and above those needs met by local, state or
federal agencies or government benefits, or by any private sources,
and to make expenditures from the Trust to augment and supplement
those resources otherwise available to him so as to make my son's
life as pleasant, comfortable and happy as is reasonable.
In the exercise of such discretion as aforesaid, my Trustee
may pay for vacation and recreation trips for my son away from his
place of residence. Reimbursement for such reasonable expenses may
be paid directly to the person or persons accommOdating my son. I
further direct that my Trustee expend, on behalf of my son, F.
CARTER THOMAS, such sums for medical, surgical and dental care,
clothing, recreation, entertainment and other supplemental needs,
provided that such shall not be provided by my Trustee if in the
judgment of my Trustee, such payments will jeopardize, reduce, or
otherwise disqualify my son from receiving financial assistanco
,
EGM/Nllwmhcr 5. !991/11H6
from any local, state or federal government or agency or from
private sources.
It is my intent in creating this Trust to provide for the
needs of my son, but not to supplant, take the place of, or
otherwise deprive my son of any governmental benefits he may
otherwise be qualified to receive as a result of his handicap.
Trustee is not authorized to make disbursements if, in fact, such
disbursements will render my son disqualified to receive such
benefits.
Upon the death of my son, F. CARTER THOMAS, the Trustee shall
distribute the balance of principal and any income accumulated
thereon unto the presbyterian church, Millsboro, Pennsylvania, in
memory of MR. and MRS. FRANK GILES AND FAMILY.
ARTICLE IV
During the time any portion of my Estate remains in Trust, the
same shall not be subject to attachment, levy or seizure by any
creditor, spouse, assignee or trustee or receiver in bankruptcy of
any beneficiary prior to his or her actual receipt thereof. The
Trustee shall pay over income and principal as hereinbefore
determined to the parties designated, as their interest may appear,
without regard to any attempted anticipation, pledge or assignment
by any beneficiary, and without regard to any claims thereto or
attempted levy, attachment, seizure or other process, provided that
if any such levy or seizure, or other process, shall be authorized
by law or specific order of any Court having jurisdiction, Trustee
shall not be liable to any benef iciary for violation hereof by
reason of the same.
If at any
hereunder, the
ARTICLE V
time during the continuance
Trustee in its sole and
of the Trust created
absolute discretion
"
RENUNCIATION
In Re Estate of
M^RY GILES 'rIlOM^S
deceased.
To the Register of Wills of
Cumberland
Count)'. Pennsylvania.
The undersigned
Executor under the Will. and the only child
of
the abo"e decedent, hereby renounce(.) the righl to administer the est ale and respectfully ask!.) that Leners
of ^dministration. C.T.A.
be issued to
Doris Jean Brenisho1tz
WITNESS ~.J.1?-i:.~
hand Ihis I ~.J- day of November. 19~.
PNC Bank, successor by merger with
CCNB Bank, N.A.
17
Bvi-..Qa.f( ~ --
ISllnalu,c)
Trust Officer
4242 Carlisle Pike
Camp Hill, P^ 17011
~ll
F. Carter Thanas
217 S. Hanover Street
Carlisle, P^ 17013
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CERTIFICATION Of NOTICE lJNCEIl f!\Jl,E. 5.6(6}
Name of Decedent:
MARY G11.ES THOMAS
,
Will No.
0823
October 18. 1995
Admin. No.
Date of Death:
To the Registen
I certify that notice of beneficial interest required by
Rule 5.6(6) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of Lhe above-capLioned estate on
January 30, 1996 I
~
f. Carter Thanas
Address
Carlisle Group Home, 217 S. Hanover St.. Carlisle. PA 17013
PreSbyterian Church of Mi1lsboro
Millsboro, PA 15348
333 West Jefferson Court, Vernon Hills,
Illinois 60061
Ann Thcmas Green Cross
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
None
Datel
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Signature I'
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Name Edmund G. Myers, Esq.
C/O Johnson, Duffie!. Stewart & Weidner
Address 301 Market ::it.
P. O. Box 109
r~ynPr Ph 17nd1_01nQ
Telephone (117 ) 761-4540
Capacity:
Personal Representative
Counsel for personal
representative
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IN 'lHE. EST1:re OF HAllY GItES 'l11ll'tAS,
IJ\TE OF m: OOR::IUGH OF tD\OYNE.
CU1BERLl\ND a:vN1"l. PENNSYLvANIA.
DEJ:F.ASm.
IN 'IliA CXllJln' OF CXZOM:l'I [,LE:J\S 01"
aJ-mEIu:J\ND c::aJNrY. PJ!NolSYLVlINIA
ORPHA.~' axmr PIVISIa'l
~. 21.-95-0BZ3
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tQ:.I.AU".l' mI! Rt:lZJ\SB
Up:m tceel.pt of the SUlI of. $ 927 .~7
in lIccordMce witn' the Fimt and Final.
AcCaunt of Do~is Jenn Br:enisl'lQl.tz. AdlIinistratdx. the undlmligned creditor of the
Estate of t'lIll;y Giles Tlla'n!>s does hooreby' :relea:le Doris JellIl Bre~hOl l:Z. her he;i.J;'a
and persollal representatlWD, fran tulY and all claims against: the EGtate and
against Tbris Jelln Bp3nishaltz. Mninistrat:ri.lc. C.T.A:. by reason of her
Edninist:rtltion of the );:state.
]X 1II'll'iESS ~Fr the undersigned has caused these presents to be du1y
cxec:utl1!d. "ith 1ntent to be l.egally b:lWld.
this act"' day of~ 1996.
OC!k~r
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B B:r:u~ ~hi
.0 i~l Officer in
~Buant to Title 29. nolaWBro Code,
Section 4323(8)(3)
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Register of Wills Office
Cumberland County Courthouse
1 Courthouse Square
I'IW/o.I
JOHNSON, DUFFIE, STEWART & WEIDNER
Attorneys et Law
P.O, Box 109
LEMOYNE, PA 17043
Carlisle, PA 17013-3387
SUBJECT: Estate of Mary Giles Thanas
FOLD +
21-95-0823
DATE: 7/11/96
Enclosed for filing in the above-captioned Estate are the following:
1. Original Inventory.
2. Original and copy of Insolvent Inheritance Tax Return.
3. Check in the amount .of $20.00, filing charges.
PLEASE REPLY TO
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SIGNED
Edmund G. Myers
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REPLY.
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SIGNED
ReorcW"ern .F210 (by.re, P,O. eo_ 2944, Hattford, Cl 06104.2944
CEGI"...,P""....US. TillS COpy FDA PERSON ADDRESSED
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'I 'OR DATUO' DIATH AnlR 1"31/91 CHICK HIRI
. I' A SPOUSAL
rpOVIRTY CRlDIT IS CLAIMED 0
flU NUMBER
21 95 OB23
_ ...f9y~r_~ facE 'l'E"R NUMBEIl
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COMMONWfAUH Of '('NNSVlvANIA
O('....IM(N' 0' A(V(NUI
OH' 280bOl
HAU'SlU_O PA 17121.0601
DfCIDH.'~ "'''Iol( Il"SI, ',IS' A"'O IolIDOlI l'II"ALI
l1KJolJ\S, MI\RY GII~
SOCtAl UCl.I'ITV NUIolUI
546 Ihmool ^vc., /\pt. U1
l.uroync, P^ 17043
Ct~fOI"'T \ (';""II!( Ace'En
268-20-3073
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1.....0'.,..' 'l:;tl'lIO 15f1 ,"'STtUCTIO~.S,
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o 4, limited Ellate 0 J.a. fUlure 'nlerest Compromi.,
lfor dot.. of dea,h aft" 12.12.821
es 6. Decedent Died rella'e 0 7, Deceden' Maintained 0 living T'lJII
(Attoch copy of Willi (Allach copy of T,uII)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMI COI,I'UT( "''''l'Po(~ AOC'fU
Fd1und G. Myers, Esq. Johnson, Duffie, stewart & Weidner
301 Market St., P. O. Ilox 109
I~, P^ 17043-0109
o 2
__ 3
Remainder A"urn
(for dOl.. of d.ath prior 'a 12.13.821
Federal e.tat. To. Return R.quired
Suppl.mental Rerurn
Os
_ 8, TOlol Number 01 Safe Depolil Bo."
761-4540
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1. R.al E.tal. (Sc....dul. Al ( 1 )
2. SIoch and Bonds (Sc....dul. 81 ( 2 I
3. Clo..ly H.ld Stack/Pann.rship Inl.,..t (Sch.dul. C) 13 )
4, Mortgag.. and Not.. R.c.ivabl. (Sc....dul. DI (.. )
5. Calh, Bank Depolits & MI.cellan.ou. Perianal Property ( 5 ) 4 .269.34
ISchod,'. EI
6. loln.ly Ownod P'oporty (S<hod,'o F) (6 1
7. Tron.!... IS<hod,'o G)IS<hod,'o l) 17 )
8. Total G,o.. A..." Ilolallin.s 1.71
9. fun.ral Exp.n.... Administrativ. Cas". Miscellaneou. (9) 1.898.70
E.pen... (Schedul. H)
10. Dob... Mortgogo L1abilltlo.. Lion. IS<hod,'o II (101 11. 513.05
11. Tofal O.dudlons (tolal Lin.. 9 & 10)
12. N.t Valu. of e.tat. (Line 8 minus Lin. 11)
13. Charitabl. and Gavernmenlol Bequells (Schedul. JI
U. N.I Valu. Subl'd 10 Tax (line 12 minus line 131
15. Spousal T,ond.,. liar dot.. 0' d.ath after 6.30.941
5.. Inslruction. fa, Applicobl. Percenlog. on Reve,.. (151
Sid.. (Includ. volu.. from Schedule K or Sch.dule M.I
16, Amounl of lln. 14 loxobl. at 6% ral. (16)
(Includ. ...alue. from Sch.dule K or Schedul. M.I
17. Amounl of line 14to,Cobl. at 15% 'at. 117)
(Includ. yalu.. 'rom Sch.dul. K or Schedule M.I
18. Principal tax due (Add to'c from lln" IS, 16 and 17.1
19. Credits Spoulol Poverty Cr.dil Pria, Payment. Oilcount Inlere.'
III) 13,4ll.75
112) 9,142.411
113) -n-
IIJ} ( 9,142.411
)(,_11 -O-
K .06. -O-
K .15 II -O-
liO) O~
119) -n-
(20)
(211 -0-
121A) -0-
1210) -0-
(8)
4,269.34
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20. If line 19 is gr'aler than lIn. 18. .nl.r ,h. diU.r.ne. on Lin. 20. Thl. i. I.... OVERPAYMENT.
aD
Check hcrc if you ara requesting a refund of your overpayment.
21. If line 18 I. greal., Ihon Lin. 19, .nler Ih, diU,unCl an Line 21. This is ,h. TAX DUE.
A, Enler the inter..' on the balance due on Linl 21 A.
8. Enl., ,h.,otol of Lin' 21 and 21A on Lin. 21B, Thil isth, BALANCE DUE,
Malee Ch.ck Payabl. 101 R.gl.'.r of WUl" Ag.n'
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-<
Und., pen alii.. 0' p.rjury, I declau rhat I "'011I uomin.d Ihi. "turn, Including occomponying Ichedul.. and 1I01.m.",.. and to I.... be" of my kno.....l.dg. and beli.,I,
il is true, correcl and camplel.. I d.cla,. ''''ot all 'eo I ,"ot. ha. been repo,t.a a' true market 11011.18. Declaration of pr.parer at...., thon lh, p.nonal repr".ntalive il
ba..d on all in'ormatic.n of .....hich p"pore, hOI any lIno.....l.dg..
CIGNAT~I~.O '.IUON "~"'S.'lLe,o "11 ffuw ACOIU\ 230 ~hel1.. Street --- DA!.' '!L ;
rT.:.,.. " ~_"""" _ ,ld I "-I'd IIdrnsburg, P^ 17109 7/(1 'I'
~l1iltr6l'~~01;:tl\l;ll~, ",,,rLL'-:'oo''''--30r MdrlWCSl.-;- P-;'O. n I'lox109-'-"-'-- c/.i: ----.--
_----I!1:'~:r."/~ ___ __.. ____uLunoym.: .._.I'/lJ794 3-_0.109 __ . ___7():b.:c.u
Edn~nd G. Myers, Esq.
Act #48 of 1994 provides for Ih. reduction of Ihe lax roles Imposed on Ihe nel valu. of Iransfe,s 10 or for
Ihe use of the spouse. Th. ral.s as prescribed by the slatute will be:
. 3% (.03) will be applicable for eslates of decedents dying on or after 7/1/94 and before 111/96
. 2% (.02) will be applicable for eslales of dec.dents dying on or after 1/1196 and before 1/1/97
. 1% (.01) will bo applicable for eslales of d.cedents dying on or after 1/1197 and before 1/1/98
. Spousal transfers occurring on or after 1/1/98 will be exempl f,om Inherllance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
1, Old dec.dent make a transfer and:
a. retain the use or income of the property Ironsferred. .......................................................
b, retain Ihe right to designate who shall use the property transferred ar its income, ...............
c. retain a reverslonory Interest; or ..................................................................................'
d, receive the promise for life of either payments. benefits or co rei .......................................
2, If death occurred on or before December 12, 1982, did decedent within two yeors preceding
death transfer flroperty without receiving adequate con.lderotion' If death occurred after
December 12, 1982, did decedent tran.fer property within one year of death withouI receiving
adequote consideration'................................ ......... .................,........................ I" .............
3, Old deced.nl own on 'In trust for' bank account 01 his or her d.othi......................................
YES NO
x
x
x
Ix
I
x
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESI
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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ITEM
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Fll NUMBER
21-95-0823
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COw.ONWIALfH 0' 'INNlnVANIA
INHUllANCI t.u _nUl,..
IISIDINt DICIDINt
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
TIIOMAS, MARY GILES
DESCRIPTION
1.
2.
Funarol Expenseu
Cremation Society of P^ - balance due
S. White's Sons, Inc., Claysville, PA - Bronze Plaque
B. Admlnl,'rotlvo Co.l"
A.
C.
I.
2.
3,
4,
5.
6,
7.
8,
1.
Doris Jean Brenisholtz
Personal Representative Commiuians
Social Socurity Number of Pe"onal Rep"l8nlOllyo: 204 - 03 - 3383
Year Comminion. pold 1996
2.
Allorney Fe.. - Johnson, Duffie, Stewart & Weidner
3.
Family exemption
Claim ani
Add".. of Cloimanl 01 docedenl'. doolh
51"01 Add....
Cily
Zip Codo
Relation.hip
Slole
P,obole F... - Register of Wills - Cumberland County
MI.collaneou. Expenll"
The Patriot-Evening News - advertise letters
Cunberland Law Journal - advertise letters
Register of Wills - file Inventory & Inheritance Tax Return
Chuck Bricker - household goods appraisal
PNC Bank - charge for Estate checks
Reserve for close-out costs
TOTAL (AI.o enler on Iino 9. Recopilulalion)
(If mare .poce I. needed, In..rt addltlanol .heeh of .ame .he,)
AMOUNT
430.50
165.00
500.00
500.00
52.00
71.20
40.00
20.00
60.00
10.00
50.00
5
1,898.70
lit Itl) I" If"l
~~
(0......0...".,1'1".0' .'......'.IV....I.
IHMIIIU...U r......'u...
'''IDIH'lDICIDIH'
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
TIIOMAS, MARY GILES
21-95-0823
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. TOlloObl. a.qu"II:
I,
PNC Bank, N.A. (form~rly CCNB Bank)
Trustee U/W for the benefit of
F. Carter Thomas, Adult
(Carlisle Group Hane. Carlisle, PAl
4242 Carlisle Pike
P. O. Box 308
Camp Hill, PA 17001-0308
Son
Residue
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
8. Charltabl. and Gov.rnm.ntal BequlIlll
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS fA"o ,..., on line 13. RICopl.ulo.lo.1 S
(If mOil 'pan Is ntld.d, In,.r1 additional ,htll' 0' sam. ,In)
IIIVOIIIOI\' 01 IIIn 1001 ollll pornolllll 0111010 III
M^RY GI [,ES TIIOM^S
<I0GOonod
-.--------
--- .-~_._"-- -- ..~..
1. I'IT Hartford - premilull refund - tenant's policy
2. Cash in decedent's possession
3. MRP - benefit check
4. consolidated properties - Security Deposit refund - decedent's
apartment
5. PNC Bank, N.^. - Checking ^ccount No. 51-4013-2518
Date of death balance.
6. Household Goods & Personal Effects - sale price
7. Diamond Ring - Article II of Will - not in decedent's possession
at the time of death. Adeemed
10 00
27
8 43
67 83
56 61
4,126 20
-0-
'lUl'J\L
4,269 34
M
-
I~ or!:
.'0.
J
,.-
o /;;
-
..
0,
N
-
d
')
~
,.,!
"'5
,., ...
.:> :v'
lHO:
ex:
V':J
P'
.,
.u
",E
-=>
uu
COMMONWEALTlI OF "EtINSYLVANIA
COUNTY OF CUMBERLAND
Ul
.-.!!>~I.!:! JEI\N~_~':!:I!S~IOl.T'~.
baing duly --llwtml.- m._._. .cco../I"9 10 I"w, ,Inpo,.. ,,"d "Y' 11,.1 BI,. __.~B_ J\c!:!1il1i!'l~rd~rix! !;:.,!.A.
MARY GJ l.ES 111CMJ1S
-------.---- - _. ...- of 11'0 E.I.lo 01 --- --__._._________.___ ._u___ h..U_
1.10 0' Lemayne !lorough . C,"nl>.II.ld Couuly. I'.., d.c....d ."d 11,.1 11,0
wllllln Is ." Inyonlo,y m.d" by DoriB Jl!i1n Ilrenisholtz .',0 ..Id AdminiBtratrix
or 1110 (tllllro UII."u of ,,,id JOCUclOIl', COlllhlllllJ of ,,!111m porso""I'HOJhuly .,nd roal osI4'0, aJ(cop' roal atll1fo ouhldo
Iho Commonwodltl1 of f1onmyly""r", allll II.." tho ri9u1oI opposifu l".ele 110m of tl.o Inyentory roprosonl U'L fellr valuo
.. of ",0 d.lo 01 1/o<od.ul'. d..,",
--. ..- ..-- .. _._-- -. --.- _._--- -_._._~-_..- ..~~-
Sworn ta , I
---r.~-'-- Mill tuL'CrlLIH IlIdolo mo,
::::::::.,.,y--t-J..-'A:-.J.I.______ ,_ _ 1'1. 9!i___
, (I '...... .
DIANNE LEIIIG, Notary Pu Ie
Lemoyne Borough Cumbelland Co.
My Commission Expilcs Dee, 21, 1997
::.
~i2~_':-_l/~....-G.......~-~~..t1_.J.Ih. .C7f)
r' r"clllor. AJml!,llh 101
Doris Jean BrenlBholtz, IIllJl1 n tratrix C.T.A.
. 2JO_ShelLStreet______..______._____ _'______..
-.
. Ha,Ii.BIJ!I,9L.PA_}.~~____..~..___ u.. .
AdJ,...
0.10 01 O..lh
18th October
----~--._---- --. --_.____.._h_._._...
O'Y
1995
Muntl,
.... ._---------------_.~+._- ---...
Y.ar
INSTRUCT/ONS
I. An Invonl~,y mu.1 b. lIIod wllhi" "".0 mOl1lh. ."or .1'1'01,,101.'" of porson.1 '"I',o,ool.lIvo.
2. A .upplom.,,1 Iny.nlo,y m,"1 La m.d wlll,i" II,lrly ,I"y. of dloc...,y ., additl.n.1 ...oh.
3. Addlllon.1 .ho." m.y 1>0 .1I"h.d .. 10 I'."on.lly 0' ro,.lIy
4. Soo A,Il",o IV. Flducl.".. Acl of 1949,
0\
0
.....
0
,
,.,
""
0
::;
.U ~
:::l ~ '" .. .
~
>- ni S .. Ql
CXl I u g fl
0 ~ n. II u
, 0 VI ..
III 0 '" '" Cl '"
n: ..
0\ l- X II. '" .,; II.
~ ... -' 'L 0
Z ,~ 0 n. . 0
IL -' ~ :t: .
W 0 0( ~ .~ 0(.
> Z n: +J
Z 0 c f Ul
Cl a
VI Z 0
0 n: 0( III u ... +J
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.. E .. 0 0
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':l- (;/1 /'/
BUREAU OF INDIVIDUAL TARES
t..ullAHa lAX DIVISION
PEP'. ZlD6Dl
HARRISBURG, PA 17128.0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C~*
NOTICE OF IHHERITANCE TAR
APPRAISEHEHT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHEHT OF TAR
.n.l~' JlII,tll-'"
EDMUND G HYERS
JOHNSON ETAL
PO BOX 109
LEMOVNE
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-22-96
THOMAS
10-18-95
21 95-0823
CUMBERLAND
101
A.aunt A..tit.d
MARY
G
PA 17043
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FOR YOUR RECORDS ....
iiE"Y=i54i-EX"AFP-fifF91ii-iiiificE-.iF""iNHEiiiTliHCE-YAitAPPRAisEiiiiir-,--ALi:ciiiliHcE-oli------------ - ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THOMAS MARY G FILE ND. 21 95-0823 ACN 101 DATE 10-22-96
TAR RETIlRH WAS I (X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l eat.t. (Schedule A)
2. stock. _ Bonde (Schtodul. BI
5. Clo..ly Hald stock/Partnarshlp Int.r.lt (Schedule C)
it. Mortgage./Not.. Receivable ISchedula D)
S. CaSh/B.nk Oaposlt.IHlsc. Parlonal Property (Schedule E)
6. Jalntl~ Ownod Proport~ (Sch.dul. FI
7. Tranlfa,.a (Schadul. G)
8. Tot.l A...t.
I CHAHGED
HOTEr To insure prop.,.
credit to your account,
lub.it the uppar port ton
of this fore with your
tax ply.ant.
,DO
.00
.00
.00
4.269.34
.00
.00
(81
III
(21
(51
(41
(51
(61
(71
4.269.34
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,898.70
9. funeral E~.../AdII. Coatl/HiIC. ExpMl... (Schedula H) I')
10. D.bhlHada_ LlobUIU../Llone ISchodul. 11 lIDI 11,513,05
11. Total Deduction. (11)
12. Net Value of Tax R.turn (12)
15. Charitable/Govern..ntal a.qUa.t. (Schedule J) (13)
14. Hot V.luo of E.t.t. Subject to T.x (141
NOTEI I~ an assassmant was issued previDuslY, lines 14, 15 and/or 16, 17 and 18 will
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Aaount of Lin. 14 at $poU..l rat. 115)
16. ~t of Line 14 taMabla at Lin..I/CI... A rat. (16)
17. Aaount of Line 14 taxable at CollataraI/CI... a rat. (17)
18. Principal Tax Due
1:\ .411 75
9,142,41-
,DO
9,142,41-
.00
.00
.00
R . DO.
R .06.
R .15.
U81
.00
.00
.00
.00
TAX CREDITS I
PAYHEHT
DATE
DISCOUHT (tl
IHTEREST (-I
A/IOUHT PAID
RECEIPT
HUHBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
,DO
o IF PAID AFTER DATE IHOICATED, SEE REVERSE
FDR CALCULATIOH DF ADDITIONAL IHTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYHEHT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU HAY 8E DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I
<Hi
C'
__. :"J
r-.'
RESONATlClHt Eat_t.. of dKaldent. dying on ar M,or. o.c.-.r U, 1911 -.. If .,y 'utur. Int.r..t In the ..tat. .i. tten.,.rnd
In po.....lon ar enJor-ent to Cl... . (coll.t.,...) ~flcl.rl.. of ~ decedent .ft.r u. expIration of any I...t. 'or
11', or for y..t., the C~lth ~r~y I.,r...ly t...tV.. the rlDht to appral.. ~ ...... tten,f.r Inherltancl ,....
at the l.wful Cia.. . (coll,t.t.l) t.t. on MY .uch future Int.t..l.
........... OF
NOTICE I To fulflU U. ,.....1,......... of SKtlon ZI4D 0' the InherltWW:1 end Est,t, Tax Act, Act ZZ of 1991. 72 P.S.
Section 114D.
PAYttDfTt
DlitKh U. top portIon 0' thh Hatlu end lutMllt ..lth your pav-ent to the Reghhr 0' Wills printed on the t.v.,... .Ida.
uKMa check or ltOMy order parable tal REGISTER OF MILLS, AOEHT
All p.,...". nc.lvlld shell flr.t be 1IPP1I1Id to ."y Int.r..t which ..,. be dull with ."y ,....Ind.,. applied to the talC.
REf\IfD (CAli" ,..'U1d of . tu credit, which W1I. not nCl'Je.ted on the Taw: Raturn, ..,. be r~.ted by co.pllUng In "Application
for A.fund of Penn.vlvenl. Inherltanc. end E.t.t. T.x" (REV. ISIS). application. .r. .v.II.bI. .t the Dfflc.
of ~ Regl.t.r of Will., env of the 2S R.venue DI.trlct Dfflc.., or bv c.lllng the .pecl.1 Z4.hoUr
en..-rlng ..rvlc. ~r. far far.. ordering I In P~.vlvenl. 1.800.562.Z050, aut.lde P.nn.vlvenl. end
within local Herrlaburg .r., (717) 787.8094, TOO' (717) 71Z-2t52 (Ha.rlng lap. Ired DnlV).
OBJECTlONSI My p.rty In lnhr..t not .,thlled with ~ eppr,h..."t, .UOWBnC' or db.UCIWW'IC. of decklctlon., or .........,t
of tax (Including discount or Int.r..t) .. shown on thl. Notlc. .u.t abject within .Ixty (60) dev' of rec.lpt of
this Notlc. bVI
"'wrltt." prah.t to the PA Depart>>ent of R.venue, IMrd of Appe.als, Dept. 281021, Herrhbura, PA 11128-1021, OR
....lectlon to heY. ~ ..tt.r det.ralned at 8Udlt of the ItCCDU1t of the per.anel repruent.tlv., OR
--.....1 to the Drphlwl.. Caurt.
......
15TRATlVE
CDRRfCTIDNSI
Factual .rror. dl.cov.red on thl. ......eent should b. addr...ed In ~rltlng tal PA D.part.ent of R.v.nu8,
Iura.. of IncUvldu.1 Tau., ATTNI po.t A.........t R.vl... Unit, Dept. 280601, U.rrhburg, PA 17128-0601
Phon. (717) 787.6505. Sea PIOe 5 of the bookl.t "In.tructlon. 'or InherltBnC. I.x R.turn 'or. R..ldent
Decedent" (REV-1501) 'or an .xplan.tlon 0' edalnl.tretlv.lv correctable .rror..
II env t&lit dull Is paid within thr.. (5) calender aonth. .'hr the decadent', de.th, a flva percent (5:0 discount of
the tax p.ld I. allowed.
The 15.2 tax ......ty nan.p.rtlclp.Uon panaltv h c~tad on the totel of the tax end Inhr..t ......ad, end not
p.id bafor. Januarv 18, 1996, the flr.t dav eft.r the and of the te. ......tv perlad. Thl. non-p.rtlclp.tlon
panIIl~ Is appe.labl. In the .... HfYMr end In the the .... tI_ period .. VDU would BPP..I the tex end Int.r..t
that hu bean .....Nd .. Indicated on thlt notlc..
DISCCltfTI
PENAL TV r
INTEREST r
Inhrut Is cn.rged Maiming with flrat d.v of dellnquancv, or nine (9) IIDnth. and OM (1) d.v froe the data of
"\h, to the data of p.~t. Taxn which bec8MI dellnql.*1t before J.1uarv 1, 1982 ba.r Inter..t at the ret. of
.Ix (6):) percent per ~ c.lcuhtad et . daSh rat. of .0DOl64. All t.... which bee... delinquent on end .ft'r
Januarv 1, 1.8Z will be.r Inl.r..t .t . r.t. which NIII varv 'ru. calend.r v..r to c.lendar v..r ~Ith thet rat.
announcad bV the PA Oep.rtaent of R.venue. The appllcabl. Int.r..t r.t.. 'or 1982 through 1996 .r"
~ Int.r..t A.t. D.II.., Int.rnt Factor :!!!! tnt.r..t R.I. o.ll.., Int.r..t Fealor
ltaZ lOX .ODDS41 1.17 OX .DOD247
I... lOX .GDDU. 19Y.I991 lIX .ODDSDl
I'" lIX .GDDSOI I'" 'X .DDDZ47
19.5 IU .GDDSS6 1995.1994 1ll .0DDI92
1'16 lOX .GDD274 1995.1996 OX .ODD247
"-Inl.r..t II c.lcul.tad .. 'ollON.1
ItlTEIlEllT . BALAHCE OF TAlC UlfPAIO X HUMBER OF DAYS OELIHQIIElIT X DAILY IIITEIIEBT FACTOR
--Anv Notlc. hauad .U.r the tllJC Mcaetl. cMllnqu.nt Nlll uflltCt en Int.r..t c.lcul.tlon to flft.." (15) dava
bayond the dill. of the ......~t. If p.YMint II ..sa .,t.r the Intar..t coaput.Uon d.t. IhowI on the
Notlc., .dclltlanal Int.r..1 .,.t be c.lcul.ted.