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HomeMy WebLinkAbout95-00861 1:'",,/1' II/:::.-t~\\ 1\ cl'JI\~;>\::th S"() 2. ,,; "/11' kllllllll '" S+~ II I\. ~ ~I:J~ ~. I'ETITION FOI{ !'lwnATE und GI{ANT OF u:rnms ~/- q 5- d-toL Nil, I'll: Ih'p;'I," III \\'ill- for Ihe . , Il.,..'./I,''', ('011111) Ilf C ",-",-kldf'll'\.\), ill Ihe ,\,...;,,/.\"1'/1111)' ,\'11.17:3 -/ ,,- '-( 710 Y (""II11llllleahh III Pellll,)"'allia r1u: Pl'lilioll 01 thl' 1IIldl'1"1~IH'd 1\....1'1..\..111111) Il'llIt'\l'lIl\ Ihat: YOIII IH'liliolll'I(\). \\lItll\ i\ll' I~ Yl'ill\ ~lr il!!\.' m t,hler <1111'(\"\"\\"\"111 (l,~ '1--"....,... __.<.__.__.___ nllmed ill till' 101\' \\ ill 1'1 thl' ;Iho\l'lil'n'l!l'1I1. dall'd .J- ,Q~~ ) l_....~. "..__n____._~___1 19__ alld ..od'dll\l ,lale,1 .. I!.) M. ,,_..., .. _ ___,., .-,_,_,_,,., 1~1;1'~' Idnalll dl~>llIH\lall~'\'\. \'.).' Inltlll...'.llInll, Ik,llh III l"\\'\tllllr, 1.'11,..' Ikre",klll \la' dlllllidkdlll,killh ill ..~\,l."""\'L\'L-\,&~~" '--'L('lllllll)" Penn'yl\'ania, wilh hXQ..... la'l family III plindpal ,e,id,'"r,' ill __ 3 \..~___~.Lt',1'._..ST~'oL~"I: ____.... ....1::.. f\ 0\-""- ,. .,_ ~.~......'_._.m_,<.,~!>..~-r._'R'N'o:.b:;U::---.1:s.""l~qV_ (It,,' \II~'~". JllIlJlhn and IIIl1l1dll;llll\1 Ik,'ellll,'lIl, Ihell _,1_5.., ... F't;' of "~e, die,LO".,;t:__..O\..3__,_, . 195..5-, al _ ~ _ ._._____.__.____~__.__~~__..__.."_._.__"_.___ ...._.__..__. _~_. .__________n . I"\\:~'pl ;1'.. r~llh1\\.... d~.l.l.ll~.llt did 1101 many. wa, 1101 divlHl'l'd and did nol hn\'P.~ a child horn or adoplcd al'll'r l.\l....'ululII 01' Ih~ will offl'n..'d I'llI' prnhall': Wit, nnt Ihe \'h:lim of il killin~ nml wn~ nc....er adjudicated in....ol1ll'~.ll.lH: _____N__'f\"_ '"",_'"__" .~___...._.______~_____ Ikl'l'Illk'1I1 al dc.nh 1)\\l1l'" propl'rly wilh c...til11l1lcd \'alucs.1'i fulll}\\,: tlf dI1mi\.'ikd ill Pa.) ,\11 Ill'nullal propcrty or nol dUl1Ih,:ih.'d in PII,} PersllIUlI properlY in Pl'I1I1sylntnia (II 1I0t i.hlmi...-ikd ill I'a.) Pl'r...onal properlY ill COUIlI)' rahll' llf n.'all...lalc ill PCllu...yl\,ilnia ..iluatl'd .1\ 1\1110\\"..: _~_.."H".____._. ____~_ s ::<2._J"I t\ S S S II 11I,IU;IIIIII;, pel;li'"le,(,' ,e,peclfllllx leque't(') the prllh,ue of the 1"'1 will uud codici1(,) p,e'euled h,'lell;lh aud Ih,' Pllllllllf kllel',~,s:t~,!\C.,"',.!:,t,\,\__y , Ill"lalll~'lllill~: .ldmilll'II.l111l1l ....1..1.: adl1l;ni\lrmllll1 d.h.n,!;.1.a.) Ih~'IOII. "l';' ::.: :,' .., ~. =i:~ ~'N:."~\.. L \.;::A.v.:I-~ l( \,~ \...~\ SoL ~v.- ~x. I\{L ~\""L"" ~.=.\"'''''''t tele ~P>. l"l"'''''? , ". <i> .3 '-l ~E:;ci 2.0. ~.'..'~~~'~ ,-,- ~. ; ....,.... ,~_. __.._.___. .____...H~.._.__ _. "_ . ",--._..,.,-..,._".._-_._.._--"--._--~ OATil OF PEnSONA!. ImpnESENTATIVE CO:\I'IO:"\\'I':..\I.'1'11 OF I'E:'I:~S\'I.\'ANI^ 1.:-1"; COl :\T\' OF Q"-.......b;".V'L'l\._\'"\,-D__ J Th~' p~',i,iOlll'il"'l ah\l\l'.ll:Illll'd 'o\\l'OIr(.., or aHil'll1("') Ihal thl' ..lall'llIl'uh in Ihl' foregoi'1g pl'lhion arc II Ill' .Ilal \,.'1111\.'..'1 It) lh~' Ill''': nr ,Ill.' ~IHl\\kd1-!l. "ml hl'licf of pl.'tilioncr(...) and Ihat as pl'r!\onal rcprc!\cn- lalt\l'(-,) ,If I Ill' ilhtl\l' dl....cdl.1l1 Pl'li,itHll'II'o) \\ill wdl and Indy iIlhnini"Il'1" Ihe l.""lalc according to law. S\\tllll 1\\ ill affillll\.'ll and ..lIh......'llhl,.'df.C\Jn...L,O~~K"..l- _ ~ I~~~.I~,", "'" '~:" D~" '2, (J"~~~'l.!> ~~_., - ,-,~- _H' /- ~' 'm OL",e vJ.ta,(..) leG Yk;",r;;'(, . ,'. Yt;;:- tw~== _-==-=_._:::u,------- ~ rjl}\RV C, LEWIS N.'"/lII" {j (f.. .. ___ _..,_.._,__ ~ 15 ,- (/) - '1 No. 21 - 95 - 861 Estatc or STELLA ELI ZABETH SORG aka , Deccascd STELLA E SORG DECREE 0... PROBATE ANI> GRANT 01: LETTERS ., J I AND NOW NOVEMBER 15, 19~,ln consideration orthe petl1lon on the reverse side hereof. sutlsfaelory proof having been presented hefore me, lT IS DECREED Ihut Ihe lnslrulIlent(s) dOled JANUARY' 22. 1991 described therein be admllled 10 prohalc aud flied of record os the lusl will of STELLA ELIZABETH SORG a/k/a ~TELLA E SORG TESTAMENTARY CHERYL L. KAUTZ and lellers ore hereby granted to -"1 ! ',.1 \ I .1 , e2JL MARY C, LEWIS I '. "'; FEES Probate, lellers, Ete. ......... S Shorl Certlficales(l ) .. . . . . . . .. s R5e~nelallon ................ S S TOTAL _ S 26.00 Flied ...... .~qY~.M.~~~. .1.~! . .1.9.~~.. . .. . . . 18.00 3.00 ATTORNEY (Sup. CI. 1.0. No.) !l.UU ADDRESS .'1I0NE '1 . ,~-l PC? :n . l - W ,,) ,', .-.", ," ~.J CALLED EXECUTRIX ON 11-16-95. --- -- l.nllt Will nub tl:1'lltnrntllt '. KNOW ALL MEN BY THESE "RESENTS: Thai I, ~.;!:t.L', CI,: "Af\r.n: SORG, 318 :'1 tt ,'llt. of Ihe Cllyffown of Enol.) . , Count)' or Cumberland , , aud Sla(e 0' I'" n., 'Or' ,'p., i n __, beillg of sUllnd and disposing mind and memory, do make, publish and declare the following to be my l.,\ST WIl.L AND TESTAMENT, hereby revoking all Wills b)' me at any time herelofore made. FIRST: I direct my Executor/Execulrix, herelnoller named, to pay all my luneral expenses, adminislralion expeoses of my estale, Including inherilance and succession laxcs, Slnle or lederal, which may be occasioned b)' Ihe passage of or succession to any intercst In my eslale under Ihe lellns 01 lhls inslrumenl. and all m)' JUSI debls, exeeplinc mongage notes secured by mongages upon real eslOte. SECUN D: All Ihe rCSl, rcsidue and remainder 01 my cstale. bOlh real and personal, 01 whalsoever kind nr character, and wheresoever situated, shall be divided inlo equal parIS. and I give, devise and bequealh one such pan 10 each of Ihe following persons. 10 he his/hers absolulely and lorevrr: c~eryl L. Kaut=, Paradise Par~, Nev Bloomfield, Pa. 2. Louis Sor~, Jr. , 124 Brittany 7erracc, Rock Tavern, N.Y. 3. Stacy Lynn Kautz, Paradise Park, New Bloomfield, Pn. 4. C~arles E. Thomas is to have the'home at 318 Pi~t St. Enola, Pa. ~ele\'ision and Dryer ano Household Contents that he desires. The share of any person above named who shall nol survive me shall be divided among Ihe olher beneficiariu named above, 10 equal shares. Thc residence is to ~e sold and divided ec,uall}'. THIRD: I hereby appoint Cheryl L. !<autz as Exeeulor/E.eculrix nf Ihis my LAST WILL AND TESTAMIONT nnd I direellhal such "erson shall serve withoul bond. IN WITNESS WHEREOF, I have hereunlo sel my hand and seal a' Enola, Pa. (hb_~'::lll4-""r;nnd day or January, O .~', ,'-" . !."1 ~......: ../' , ~l:-_-~ 1"-' ':', '0-::::~'",:,:-, /1::1/ P' NU1MIAl,LAl (sign here)~ ,.~ , MARY C. SCHANER, NOTARY puauc E. PENNSUoRO TWP.. CUMBERLAND CO. MY COMMISSKlH EXPIRES 11.7-94 19.2..!.... tf~ '<<kr4 Jet" foi:rnrd, ~ealed, published and declared to be his/her LAST WILL AND TESTAMENT by lhe within named Testator in the presence of us, who in his/her presence and at his/her request, and in Ihe presence of each other. have hereuDlo subscribed our names ns witllcsses: .).'1 (' (I) \'" 1/1, Y./I.""'"""" of C,\6i(, Clry t' /11.11-/ f1 CilY ?/~ (2) "(rla/1A'.t, 711 \..'-I,,'Af!k-IV of Stile ra.. SI.1lt (3) oL City Sill' I / I ............. ~ ./ . J I i , I .1 '" 0 ! ~, 1Il == 'tA ,.1 'I :I: ~I ~~ ~ I- W ,- w Q ns, '"' C1J I ta. m , / ..... tG' t'3..-I ~ . . - 11.... - 0 N ... . El H ... o-l 1IJ 0 o-l X III 0 W 1...1 ~ ... .... ... ell :-. 'Om ~ .. '" o-l 1IJ .. ;. o-l l)l. .c: '" 1IJ W U n.~ l- ll] '" I'J 'lI'1n,1 ~'claN (w.,s ,\"'0.-.;1 '16 6t 1661' ^.ll!O UIlL' )0 hllijjuO::>BS-A ~ Uil.'IJ.51111 ow OJO)oq 01 pilWJIJJO pUll pilq!JJSqnS (1:1 (i:l (l) '.1010150,1. 0111 )0 15ilnbilJ il41 111 ll^IlPIJ)U 5141 O>\IlW 51uouodop oll.L 'O;lUO -nlJu! onpun )0 OJUilPIM au SUM ilJil41 pUO hJOlUOlU pUll PU!W punos puu olin {\\).\1U1 )0 iJq 01 pilJllilddll J01111SilJ. PIllS illllll!M PIUS )0 uOllnililxil Ulll )0 ill'Jl1 illlll111Ul\1 a:Ill~'.lillP'''; .1'j;1'J"0;I -up pUll '.LN:!lW VJ.~:!!.L ONV 111M .LSV'l Jil4/~!4 ilq 01 ilWUS il41 pilJO(ilOp plIU II!.\\ l'iuS poul'lls pU4 0l\5/04 lU41 pill'lpil(^,Oll>\ilO pUll ailUaSilJd Jlil41 UI 111M PIUS PilUl'lIS JOIU1SilL PII1~ il41 puu 'JOll10 l\ilua )0 ililUil50Jd a41 U! puu J01U150.1 PIU5 a41 )0 ailuasaJd a41 UI put! lSanbaJ ill\11t! awus a41 PoqlJ:lsqns hlll11 puu II!A\ PIUS a41 pa1silllu ,\al\l~J.tns. pue ;)3(ldilP .'\lljlJ.111 .';(np ICI pUll lIOS4YO opeN -((;1 .Iulll"l::>!:> '1, l.wqO/J (1) paJuaddu ^IlUUOSJOd :55 { UNV'J/J3EJHn~0 AJ.t\.10::> .1".,\ Ih",\I'.:l<l .:IO 3J.VJ.S .111. VaI.:I.!!V ~ ./ CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) Name of Decedentl'~lL~_.... -' Date of Death: Oc-~ .,-~ . Will No. \ ~ G5., at) r ~, I '1' Q-<-.:) r. Cl.:;-k\h 'J 3' '" (j 5 '-'- I -- Admin. No. 'S-C'-'i To the RegisLerr I certify that notice of beneficial interest required by Ruie 5.6(a) of the Orphans' Court Rules WIIS served on or mailed to the (ollowing beneficiaries u( Lhe above-captioned estate on ''.l.. \ -;). (I \ ~. L I , \. Name Address c." ~ ,...\ Q ~ k ",~t;- lij ~<4.<>,.J... '- GC'~Jv '-V\Lw (hr..c..ll,.-t:~C) ~~ \S' J "'--\"'" ~ \......;'" '5-''''''--<:il ~". \ ~ '" ~-'"\ ~, ,\ 'r. . 0 \ Q..n:J... -4~ _~~ :::..h-..... 4A~" \()<:..."....,,\~(-.-=::, \ C~'i3-~~...._..Q. ~\..\J-.Q.. ~nr- C' ~'- ~ ~ ~ (' _' ~.~ \ ~ \ '?' %k'-, -:;.;\- b~,- q,l\. -' Notice has now been given to all persons entitled thereto under Ruie 5.6(a) except Date:~ C'~,.., 9. ~~\;o;- Signactlre -:") Name Q ~ ~ K,.......'] Mdress~..~,..\._. .".l'....),_ (~>j ILl?, Q ~ \ -'\-!Lw G.SJ,~""'-\-~ ~>f:>. Il~H..Y Telephone("\11l y::?Lj-S''C12 l) Capacity: Personal Representative Counsel for personal representative COMMONW~ALTIt or P~NNSVlVANIA O~PAI"MENT OF R~VENU~ DUREAU OF INDIVIDUAL TAXES DEPf 2806U' UA"RISOUnG, PA 17120.0001 RECEIVED FROM: r- CRAMER R SCOTT ESe POBOX 159 DUNCANNON, PA 17020 .. -'.-- ..... '...... PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ,9"J~'~ ~ NO. AA211286 illY,,,,,,,,,,,,, ACN ASSESSMENT CONTROL NUMBER AMOUNT IQl 'fi!l,aO<l.95 fOlDtllRl. fOlDtt[RE - PI_1 Q9"'-OflOl----SSlI1 173-1 (,-1.."(>'1 NAM~ OF U~C~Dq,T ~LAST!.. IFIRST! ". >. "I, --SORG:-slSl LA ELt.z(:\BU,H OA1~ or rAVMENT', ' . . '. .... '\ . " ___~LuU97 , P05T~AnttDATI: . '. \ ' "'1JJ9J.Q7 COU~fY ESTATE INFORMATION: FILE NUMD~R -CUl'IR~RI ANn DAlE rn; O~ATIt . .: ~"i l ~. ..' .... REMARKS"h.SCOTT CR~H€R ESe '" .,,' "1+"111'" SEALCHECKII 5570 IMII TOTAL AMOUNT PAID $2,303.95 CW RLOGISTER OF Will,S RECEIVED BV i' Jr" '~( :/:" . .. J " MARY C. L WIS H,~ 1.1(; REGISTER OF WILLS r '. " ,: ffll' t~t -----------_.._.-.~.._-~~ ~_.~ ..---..--....- --- .---.--.----...--..-. . . .-.-.-.-- ------....-.:- ------_. ... . f , .. -~ ---- , , _._..._--.-....~~." _'LIIIL~ "'1:. : - - . . R. SCOTT CRAM ER AnORNEY AT LAW . e. NA"KIT IT. "0 O.....WIf. ... DUNCANNON. PENNSYLVANIA 17020 ,'111814,1100 ''''.NO '''''I_U.,OII May 9, 1997 Register of wills Cumberland County Courthouse One Courthouse Square Carlisle, Pennsylvania 17013 RE: Estate of Stella E. Sorg, a/k/a Stella Elizabeth Sorg Dear Sir/Madam: Please find enclosed herewith an original and one (1) copy of the Pennsylvania Inheritance Tax Return for the above referenced estate. I have enclosed two (2) checks, one in the amount of $2,303.95 for tax owing and another in the amount of $15.00 for the county filing fee. Should anything further be required, please do not hesitate to contact my office. Very truly yours, /( ~tl(Cd- Ca.t<. R. Scott Cramer RSC/lmc ,-.. :n :')\",1 I ''l ~, Enclosures hJ , 0" IfV.!SOO IX. 11.9'1 l!! ,.:5\:: !ll!!;9 uE'" .~ ~i5 .... .... BIe ~ /5-(0'7-9 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) C. 1'01 OATIS 0' DIATH A"1I12/SlI91 CHICK HIli " A SPOUSAL I POVI"T,'_~IIIlIT !!._~LAJ'!II~.J-J _______' 'FIll HUMall 21-~5-861 COMMONW(AIIH Of "fNN!.lIV.u~IA Df'AUfoIIfNIOf IfV(NU! Of" 2IObOl HAUI~!~IO.'A 111210601 O!C DIN \ N"''''f II'" . "I' . ....40 M1DOIlIf+III"'1I Sorg, StoUa Elizabeth a/k/a .. i5 a III .. . ,,,,,$ " 4UMI' DAII 0' O!AIH !COU_~IY COOf yfAR NUMBER 173-16-4764 10/23/95 LI(lrlt.' \(v""IIII.OOII\\ rAilo"I"H ..-- . _ ,J.~0-6.~20_ '. \O(IA, \I(UII" flU"'''. 318 Pitt Stroot, Enol., PA 17025 '" ""10("'111 'Uh'_'~G "av" I "Ill'" 111111 r'''III''O "'POI' ,...1'&11 o 2. Suppllm.nlol Relu,n o Aa. Fulurl Inllrl" Comp,omill (for dal.1 01 d.ath ah., 12.12.82, Dlc.d.nl Dlld "1101. 0 7. Dlcld.nl Moinlaln.d 0 living T'UII _ 8 (Attach copy 0' Will) IAllach copy of Trull' ____ ALL CORReSPONDENCE AND CONFIOENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, -----.--- -r.: --, -----. - - - - -- --. --- -- NA"" jC..:....'.III...II'..t.C.lllil-.IH '.. . R. Scott Cramer . P. O. Drawer 159' IlU'HON HUMan Duncannon, PA 17020 UN'''' VI ADOIUS .0. ,] ,\<" 15 ? . N/A ~K Original Rlturn o A. L1mltld Ellall 06. .. .. ;:: ::5 E !:I U ~ '" 1. Rial Ellal. (5chldull AI 2. Slack. and Bond. lSchodulo BI 3. Cia Illy Hlld 510c~/Partn.nhlp Inl.,"..1 (Sch.dull C) .t. Morlgagl' and Naill R.c.lvabl. 15chldul. D) 5. Calh, Bank DlpOlil1 & MIIt.llan,oul P.flonol Prop.rty (Schodulo EI 6. Jolnlly Own.d Property (Schldul. F) 7. Tranlfo" (Schodulo GllSchodulo LI 8. Tolal Gran Au." (lolalLlnll 1-7) 9. Fun.ral hplnl.l, Admlnlllrallv. COlh, Mhc.lIon'OUI bplnlll (Schldul. HI 10. D.bll, Marlgagl llabllill.., lI.nl (Sch.dul. II 11. Talal D.ductlonl (lolalLlnl19 & 10) 12. Nil Valul 0' Elloll (lInl 8 mlnullInl 111 13. Chorltabll and Governmlnlal B.qU'111 (Schldul. JI U. N.t Valul Sub let 10 Tax ILln. 12 mlnullln. 13) 15. Spoulol Tranl'.rl (for dol.. of dlalh alter 6.30.9"1 5.. Inllrucllonl 10' Ar.pllcabll Plrc.nlog. on RIVlfll Sid.. (Includ. valu.. rom Sch.dul. K or Sch.dull M.) 16. Amounl of lIn. 1" laxobl. 01 6% roll (lnclud. valu.. hom Sch.dul. K or Sch.dul. M.I 17. Amount of L1n. 1" laxabll at 15% roll (lncludl valu.. from Sch.dul. K or Sch.dul. M.) 18. Prlnclpollax dUI (Add laK from lIn'l 15, 16 and 17.) 19. Cr.dill Spoulol Poverly Cr.dit Prior Paym.nll + Tolal Numb.r 01 5af. Dlpolit Boul :0 III__~OO.OO 121 131 141_,_____ 151 161 171 (91 _.._, _,_8,I;l.Q~"83 (101__ 'J '. (B 1 28.700.00 z .. !;i ~ " "- :II '" u ~ .. 8,304.83 20.395.17 (III (121 (131 (141 20.395.17 (151_,..,__. --.-)( . (161 ,__,~ _10 ...19~.l,.'L, _.u_ K (171...,__,-10.200.-44__ ,u..K .06 . ,~,_..,jill. 68-___ ,_-.1.,530.07 _..--Z..Hl. 7 5 .15 . (18) Dilcounl Inl.rell 162.20 (19) 1201 2.303.95 + 20. If lIn. 19 II gllal.r than lIn. 18, Inlll Ihl diff.,.nc. on line 20, Thll II th. OVERPAYMENT. aD Chac~ har. if you ora raquolllng 0 'ofund of your ovorpaymenl. 21. If line 10 is gllale, than lIn. 19. Inllf Ihe differenc. on lln. 21. Thll i, th. TAX DUE. A, Enler Ihl Inl.rllt on Ihl bolanc. dUI on llnl 21A. B. Ent., ,hi 10101 0' L1n. 21 ond 21A on lIn. 21B. Thll h thl BALANCE DUE. Mok. ChICk Payabll tOI R.gI.,., of Willi, Aglnt 1211.._,Z,.303~_.._, 121A) (21BI _2.303 qS . ~ ~ BE SURE TO ANSWER ALL Q!lESTIONS <?ti_I!.EVERS~ji:Oj~A-NDj6)E~ECKMATH... ~'!<____u , '.Jnder penalliel of perjury, I dlClor. tho, I ha...e e.omined Ihil retutn, including uccompunying ~dUllj~loI and Ilulemenh. Clnd 10 t"e belt 01 my ~nowledg. and beliel. I il true, correct ond compl"I, I d.c1ure thai 011 real ell ole hOl blltn IIpofled of trut' mot!.el _olue Oltclnra'lon af prepore' olher Ihan Ihe p.rsonol nprll.ntah...e il uOled on all information 01 which prepar"r hal any ~nowledg.. ')IG",A1UIU 0' 'USON _U'ONSlau fO_ ,niNG 1I1UIN ACOIIU --,,----------- - ..------..--. ...-- OAII D V" c: ,,,- ~~ Po.,. (..:L~J.Q. J- /- '1'7 OAU ,5-- 1-17 1('111111"".11' . I I I L, PI.a.. Print or Typ. I FILE NUMBER 21-95-B61 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWUUH 0' 'EHN!lYlVANIA INHERllANCE TAX UrulN IUIDENT DECEDENt ESTATE OF STELLA ELIZABETH SORG a/k/a STELLA E. SORG ITEM NUMBER DESCRIPTION AMOUNT A. Fun.ral Exp.na.al B. A. C. 1. 2. 3. A. 5. 6. 7. 8. 1. 2. John C. Sullivan Funeral Home Grave Opening - Rolling Green Rolling Green - grave stone 3,645.00 670.00 1,245.00 1. AdmlnlallOtiv. Co.l.. Pellonal R.p",..nlatlve Camml..lan. Social S.curlly Numb.r 91 Personal R.pr...ntatly., Y.ar Camml..lan. paid 2. Attorney Fo.. R. Scott Cromer 1,435.00 3. Family Ex.mptlon Clalmanl Add",.. 01 Claimant at d.c.d.nl'. d.ath SI",.t Add",.. City Zip Cad. R.latlan.hlp 5101. Probal. F... - Cumberland County Register of Wills 26.00 Mlacollan.oua Exp.na... Real estate taxes for School 1996 Real estate taxss for Twp./Cty. 1997 F. M. Oppel - heating (see attached statement) 28B.BO 78.B6 916.17 TOTAL {AI.o .nl.r an lin. 9. R.capllulallanl S 8,304.83 (II mar. apac. 10 n..d.d, Ina." addlllanalah.... alaam. .1...) I(Y.IUII.f,l111 .. CO"''''ONWIAL'M O. .1""\YlVANIA .",,,,UIIANClI..... .nuI'" InIDIN'DIUDI"" SCHEDULE J BENEFICIARIES ESTATE OF Elizabeth Stella Sor9 a/k/a Stella E. Sor9 FILE NUMBER 21-9S-B61 N~T~~h NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Takabl. e.qulltll 1. Charles E. Thomas, 31B Pitt St., Enola, PA 1702 Louis Sor9, Jr. 120 River Road, Wallkill, NY 125B9-3734 none life estate son lt3 reeidue Cheryl L. Kautz, paradise Park, Box 142, New Bloomfield, PA 1706B dau9hter 1/3 residue Stacy Lynn Kautz 9randdau9hter 1/3 residue ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental 8equIIIII 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aho .nl., on Iin. lJ. R.cop;lulol;onl S (If mar. .poce II n..ded, I""rt additional .h.." of .ame .111) 11Y.'I'oIlX+ ('f"11 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "K" LIFE ESTATE/ANNUITY/ TERM CERTAIN ESTATE OF Stella Elizabeth Sorg a/k/a Stella E. Sorg FILE NUMBER 21-95-861 Thl. schedule I. to bo Uled lor ell lingle IIle. concurrent .Ingle life. term certain. and lolnt or lucce..l.e IIle el1at.. when no election I. flied to prepay fulure Interest tax... Special factors 10 calculate the Inler.,t Involving more Ihan Dna 1If. can bo obtained from Ihe Director of Ihe Bureau 01 Examination, 61h Floor, Strawberry Square, Harrllburg, PA 17127. [II Will D Deed 01 Trull D Other Soecl Iv [II Life Estale Name(s) of Llfa Tenanlll) Dale of Birth Presanl Age Term of Years Life E.llle Is Payable Charles E. Thomas 11-20-22 74 1. Velue of Fund from which Income I. payable. . . . . . . . . . . . . . . , . . .. $ 20.395. 17 2. Life Estate Factor (.ee Instruction.) .... . . . . . . . . . . . . . . . . . . . . . . . 50014 3. Value of Life Estale CLine 1 tlm.. Line 2) . . . . . . . . . . . . . . . . . . . . .. $ 10.200.44 Clncludl on AlupltullUon, IIn.. 15 or un o Annuity Namel.) of Annultanl(s) Dale of Birth Pralenl Age Term of Years Annuity I. Payable t. Value of Fund from which annuity I. payable.. , . . . .. . ... .. ..... $ 2. Frequency of payout ................................... 3. Annual payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. S 4. Annuity Faclor (..e Instrucllon.) , . . . . . . . . . . . . . , . . . . . . . . . . . . 5. AdJustmenl Foelor (see Instruction.) . . . . . . . . . . . . . . . . . . . . . . . . . 6. Value 01 Annuity (line 3 times lines 4 and 5) . . . . . . . . . . . . . . . . . .. $ lInclud4 on RlClpllulltlon. IIn.. 180' un (II __ ,pee." n..o.d I"M" oddUl_II,,"'" lit Mm_ ell_l , -. - ~",' .,C'.,.. . C _.... .'.' \ . - -. -.-......... -"'.' STATEMENT aJo4n or. &tIlliusn 3Ilunersllllome ., N, !NOLA DRln ENOLA. PA. 17028 'HONI "'.'''00 Feb 13, 1997 Mrs. 0heryl Kautz , ..', R.D.1I1 Box 142 New Bloomfielj, pa 17068 - Funeral Expenses for Mrs. Stella Po. sorg in the amount of 83645.00 are paij in full. Thank MOU, If J~~r- '.'-. '. ........ ., _.._._~_.- .__._--~--_. ~-_...- 0} ') ! I L , ~) I I' 1 I I: " rl I In '>- I q " L ~.~~~ ~ q ~ f-< 0:: 'I'; U :'. I - Vl f-< l:l (J ..l "~.J ;" ..! CO CQ < :~ ~ ~J ..... -----= -..-....--.--., , , 'V " '''1 ;: ..: vi oJ '^ " .1..l ,<t ... ' .1. "- (-. f-< '1l ,--.-'-..-7-"'; .---.- -- . -~_._. .,.-.-.-- l' ; I! I ,(' ;!!' !' IiI' ,.,I'!' ;l~ ~_ __ _._~. _~___1-,....- I I I I ' j . ~: Illl I I i I , ." " " I , , " ' ~~~, ~; \~ VI... g:: g :t . lD! ,... 0(. ~,~i ~I' I ~ ~ j ~i~, ~ ~ ~ ~ ~l ~ ~ VI g .! S!~ S \ J~II. z I ~ z "I ~ Q.'~ f:' I ~ I C - L Cl ...\;: :lj;l\ jr .1'" ..\..1 ~_Cl u '"" ~i~ ~ ...., : ' 0(. \ III <J n. I I :] , C- ~\~ f ~ , , " " ., . w .. ~' \ '-')-1'" ~izl~ 0--[0:2 ~ a:~:J ~~ .....' ~ ..0--,0.. O,~iO '''"\:'j 1: Ij ~ I z 1 '0" "\:it ~ ~ ~ l~ll \~ g ~ t' i ~ ... ~ ~ IT If ol,.... .t ,t ~'~:~~l~ ~~ i b i ~ i i;i " v'lj '1, II, U o(.lm , I T\~ ~I" olz ~\' ~ . ~ '" '" > " C; z u ~ . . ~ ~ 'a: ii :')' ::J 'IDilD l~l= 10 0 '\. ~IM .\~ j\~! U :", ~\~ ~ ~ ~ ~ ~,,,ICI~ ~ '\6\~ = a i ~ ~\~I~ ~ ~ ~ ~ ~ ~ z ~ z . "9\' ~ ~Iu ~' ~ 00 > 0 IOlv'l _l ~ ~ a: ~ 0 ~ dl..... ! n olm CD w u ~ I~l~ ~ o\~ ~ ~ ~ ~ 3 01' ... ~IOlo(. 0... .... VI I~ VI,o(. ~.I)I~ u ~ VI ~ _. _'----_J. ._ _ :3 Cl Ii d V1 ~ I !r '. -~ . , . o ... .. 'J.IIlst Wiil Bob t1trl5tBmrllt " I KNOW ALL MEN BY THESE PRESENTS: 'I'11al \. I. S':"1:LL1, n:':^,H:n: SORG 31B ?itt '!it. -, of Ihe Chyrrown of Enola, . Counly of Cumberland &lid State 0' """""1" ",," I" .. being of sound and disposing mind and ~emory, <10 make. publish and declare Ihe following to be my LAST "NILL AND TESTAMENT, hercby revoking all Wills oy me It any lime heretofore made. FIRST: I dlrecl my Executor/Executrix. hereinaller named. 10 pay all my funeral e'penses. admlnislralion expenses of my estate. including inherllance and succession la.es. stale Qr lederal. which may be ',ccasioncd by the pasllse of or succession 10 any inlerest In my <II,'lCC IInder the terms 01 this inslrument. and all my jUll debts. exceptlDS mOnK"se n.ote~ ~ecun:d_~J. monga~es "Pl'n ;;al <It"... .' . - SECOND!. All Ihe rest. residue and remalnder1"1 my eSlate. both real nnd personal. 01 whatsoever kind or J character. and wheresoever situated. shall be divided InlO equal pam. and I give. devise and bequeOlh one such pan 10 each of the following persons. to be his/hers absolutely and forever: C~eryl L. Kautz, Paradise Par~, New Bloomfield, Pa. 2. Louis sorg, Jr. , 124 Brittany 7errace, Rock Tavern, N.Y. 3. Stacy Lynn Kautz, Paradise Park, New Bloomfield, Pa. ~. C~arles E. Thomas is to have the home at 318 Pitt St. Enola, Pa. 7elevision and Drver and HousehOld Coctents that he desires. The .hare or any person abaye nanied who shall not .u"ive me .hall be divided among the olher bcneficiaries named obaye. in equal shares, The residence is to ~e sold and divided equalll'. Chern L. !{au t z THIRD: I hereby appoi~1 as E.ecutor/E.eCUlrl. 01 thl. my LAST WILL AND TESTAMENT and I dlreclthal such pcrson .hall ,erve without bond. IN WITNESS WHEREOF, I haye hereunto set my ha'nd and seal 0' ::nola, ?a. thls-'!:.!''''ntv-~''...nnd day 0' January, 19~. ";,7,,./ (1./', ,/" ~ A ://'-{.v~' -. -.40t~ a. '~.1 p--:J " Yo.7t'/ :: ' , ':1 NUIARIAL SlAL ..- (sign here) _ ..eI';?Z:I3':.tL u I t(-vr ...Y M , ,MARY C. SCIWilll. NOTARY PU8UC L J>f.HH$llOIIO lWP. CUMBOll.AHll co. . 1iIY~ EXPIRES 11.1'" -, ~~1S " , , . , . I I " . ",,' I ' ,. J, "0,' '. siihcd, 'sliated, published and declared 10 be his/her LAST WILL AND TEST AMENT by the within named TestalDr in the preseDee of us, who in hi./her presence !,nd al his/her reque". and in Ihe presence of each other. have h~)D.IO subsc.ribed our names a. witnesses: (1) < /11. \:)\.d."".":A 01 . [/,\,.J, CIIY f,' /YU"'?'t1 Cily SI.lIe ..,. .J (2) fl?tiJ/'r.4.L m LJ./~.A.I'IA'-+'l/ of_ Pi! Sllte ~. ~ (3) 0' , CIIY SLlte AFFJDA VIT ,- STATE OF PENNSYI,VI\f-irr\ COUNTY OF cumberland t ' 4_ ~ 5S: .. Personally appeared (1) R, M. Schanor. ,{ Robart) -,11111 ,., ' ;' (2)~r1e' M'. Gibson and (3\ duly affl~lI,r; ~_,lIl1o:!_'M""I~~t they attested t~.e said Will and they subscribed the same at the'request ana:i,n,.the pr~sel'll!t! of the said Testator and in the presence oC each other, and the suid Testator.signed 'Said Wnlln their presenc;! and acknowledged that he/she had signed ""ld Wil! and dpclnred the, same to be his/her LAST WILL AND TESTAMENT, and de. ponents further state that at the time of th'e execuLlulI uC zi.lI,: ',','111 thc r:>'-1 Testntor,nDD(H!r~d to be of lawful age and sound mind and memory /lnd there was,no evidence oC undue influ- ence. The deponents make this affidavit at the request oC the Testator. (1) (2) (3) Subscribed and affirmed to be Core me this ??nn day oC .TO""""Y_ 192L. (:"010.,- S,'.I) No.ory I'ublll ,..... -._,l,,,,.,.. ,..,....,,- -........-.-y..,.-.. I \ ' In ~ ! ::T ,f III .... Ul t-' ..,J . Pl t'" t'" Z . f!ift t'" m III X :>- 0: :>; III ... Pl tll '" ... t'" 0 - t-' r1' - ... ":l 0 N - N -~ 0 . 0, :>- ~ !l '"' W .... '" tA. Pl .... III ..,J III .... :I: t-' III 0.0. ~ Ul . .... . 0 III :<l I '" III III c;'l III ,1", : III .... ,- ;>;' . J ';-V/- tJ 8UREAU OF INDIVIDUAL TAXES HM"IIANCI U.III\,/15101ol [lI1I1. ;"ObOI IIAPAISIIIIIlG, '1& III,'" OliO I COMMONWEALTH OF PENNSYLVANIA OEPARTHENT OF REVENUE NOTICE OF INIIERITAHCE TAX APPRAISEMENT, ALLOWANCE OR DISAllOWANCE or DEDUCTIONS AND ASSESSMENT or fAK C-- ,~. ~~.~~' Y." ?l, ~~r.r.:_\:~'~~~ .."t.r.,:.....,..t...~ II, ,h' II '''.11 tI, OB-ll- 97 SORG 10-23-95 21 95-oB61 CUMBERlAtlD 101 STELLA E R SCOTT CRAMER PO DRAWER 159 DUUCAtIUOII DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '-';;unf"a"t t '-.d--^---~ -.-........._,.,--_ ==~l MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAUD CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiili: iS4-j -E'ic-AF p" i 03': 97"i - No"fit E -"OF- "iNHEiii TAifc E. "fAX" iippiiiii 5 EHENT -; -Ai:. i"ciWANC E - ijli- - on - - - - n - - -" -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SORG STELLA E FILE NO. 21 95-0B61 ACN 101 DATE oB-1l-97 PA 17020 TAX RETURN WAS, I X I ACCEPTED AS F !LED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGIIIAL RETURN 1. R..l Est.t. I$chedule AI III 2. stocks and Bonds (Schedul. a>> 12) 3. Clo.e1y Hald stock/P.rtnership Int.,...t ISch.duh CI 13>> ~. Mortgaga./Note. Receivabl. ISchedule OJ I~J 5. C.sh/Bank Deposits/Hllc. Person_I Property (Schedule EI IS) b. Jointly Owned Property (Schedule F I ChI 7. T,..nlf.~. ISeh.dul. GJ (7) 8. Total Als.ts APPROVED DEDUCTIONS AND EXEHPTIONS: CJ. F'un.~.l ElCp.nsu/Adl!. Cosh/Nile. h:p.n... ISch.dul. H) 14) 10. D.bts/"o~tg.g. Liabiliti.s/Li.ns ISch.dule I) (10) 11. Tohl D.ducHonl 12. H.t Velue of T.k Retu~n 13. Ch.~lt.bl./GoY.rnnent.l B.qu..t. ISch.dul. J' Ilt. H.t V.lue of E,t.t. Subj.ct to TalC I CHANGED 2B.7oo,00 .00 .00 .00 .00 . DO , DO 181 B.304.B3 .00 1111 1121 1151 1141 NOTEI To insure propar credlt to your account, subnit the upper portion of this forI! with your hlC paynent. 28.700.00 R.~n4 R3 20.395.17 .00 20.395.17 If an assessment was issued previDusly, lines 14. 15 and/Dr 1&, 17 and 18 will rsflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAXI 15. Anount of Lina 14 at Spou..l rate C1S) lb. Allount of Lin. 114 h)Cabb at Lined/Clan A rata Cib) 17. Allount of Lin. 14 ta)Cabla at Collat.ral/Clasl Brat. C17) 18. P~incipal TalC Due NOTE: TAX CREDITS: PAYHENT DATE 05-09-97 RECEIPT NUH8ER AA2112B6 DISCOUNT C.' INTEREST/PEH PAID 1"1 153.41- .00 10.194.73 10.200.44 X .00: x.06. X . 15. 1181 AHDUNT PAID 2.303.95 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 611.6B 1.530.07 2.141. 75 2.150.54 B.79CR .00 8.79CR C IF TOTAL DUE IS LESS THAN t1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TillS FORH FOR INSTRUCTIONS. I 1->' PURPOSE or Nollctl [.t.ln of die.d."t. d~lnlil on or b.for. U.u.blllr 11, "JIll." If "ny fulur. Inlllr..t In Ih. ..,_t. h tran.ferred In po.....lon or llnio,...nt to CI... I fCDII_t.r.l) b.n.flcl.rl.. 01 th. du.dllnt Ifft.r thlll ..plratlon of 8n, ..t.t. for Ilf. ar far ,..r., the Ca..on~.allh h.r.by ..ptlll..I~ r...rv.. the rlaht 10 appr.I,. Bnd "..... tten.f.r tnh.tltanelll f.... at tha IIII~ful Cia.. . Icon.t.r.)) t.t. on any .uch futur. Int.t..t. ,~ .J r ):"- 10 fulltn Ihlll r.qulr..'ir<ta 01 S.ctlon "Ita of th. Inh.rltlllnn and hllllh IlU Acl. Act 1I of .""S. 112 P.S. Section 91"01. RU[RVAtIONI PAVH[NI I D.t.ch Ih. tap portion of thl. Hotlt. "nd .ub..lt with your pay..nt to the A.gl.I.r of Will. prlnt.d on th. r.v.t.. .Id.. u"ll~e check or .0nllY ord.t PIY"bl. tOI REGISTER OF' MILLS, AGENT RHUHO (CAli A r.fund of e te. cr.dlt, which was not r.qu..I.d on the t". R.lurn, .ay b. rllqu..t.d by co~pl.tlng an "Application far Refund of P.nn.ylvanle Inh.rllann and htate II.." (REY.UUI. Application. ar. ."allabl. at the OHln of Ih. Regl1ll11r of will., any of th. U A.".nu. DI.trlct OHlce., or by calling the .peelal 21t'hour 8n.werlng ..tvle. nu.b.r. fat forllll ord.rlngl In P.nn.yl,,8nl. 1'800-362-:050, outlld. P.nnlylvanla and within loul Ilanllbura ar.. 1717) l81-a091o, tOOl (1111 nl'USZ 1II..rlng I"p.lr.d Onhl. OIlJEcttOH$1 Any perty In Inter..t not latl1fllld with the 8pprallll..nt, ollowllnc. at dll8llowanc. of deduetlonl. or ........nt of t.. I Including dllcount or Int.r..tl e. Ihown on thl. Notlc. IIU.t obJltt within slxtv (601 dey. of r.c.lpt of thh Notln by: "wrltt.n prot..t to th. PI. C.p.rt.ent of R.venue, Bo.rd of App.als. Dept. :81DZl. ttarrhbutlll. PA lIlli-lOll, OR --.I.ctlon to hev. thlll .ett.t deter.lned at audit of the account of the perianal r.pr.unt.tlve, OR '-IIPPIIlI to the Drph.n.' Coutl. ADHIN ISIRATlY[ CORRECTIONS, r.etu.1 error. dhcover.d on thll ........nt should be .ddrelsed In writing tal PA Dep.rl..nt of R.v.nu., Bur.au of Indlyldu.l ,...., AnN I Post An"lIIIant Re"law Unit, Dlpt. :10601. tllltrhburg, PI. 11111-0601 Phon. (7171 111-6US. 5.. page 5 or the boo~let "Instruction. for IM.tlt"nn h. R.tutn for. A..ldent O.ceden,M (R[V-ISal) fat an ..planation 01 IId.lnl,tr.tl".ly corr,ctabl. .rrorl. DISCOUNt I If any te. du. II paid within thrn I)) eallnd,r .on'h. aftar the dandent'. duth, a f1vlII p.rcent IS:O dlscoun' or Ihlll tn p.ld Is allowad. PENAltY I tha IS~ I.. ..n..tv non-p.rtlclp.llon penalty I. co.puted on the tot.l of thlll te. and Int.r..t .......d. .nd not paid balor. January U, 190Jfa. the first dllY a".r the .nd of Ih. ta. 8.nlllv pit lad. 'hit non-partlelp.tlon p.n.lty h appa.l.ble In th. lB.. I"mn.r and In the the lB.. ti.. period II' yuu would app.al Ih. ta. and Inl.r..t Ihat ha. b..n 1I.....ed 81 Indlcet.d on thl. notlc.. IHIlR[S11 Intere.' Is charg.d bealnnlng with flr.t day 01 d.llnqu.ncy. or nino (OJI .onthl .nd one II) day fro. the d.'. of d..th, 10 the dala of pay..nt. 1...1 ~hlch b.ce.. d.llnqu.nt belor. Jllnu.ry I. I'IIZ b...r Int.r..t et th. r.t. of .h (fa~J p.rc.nt per ,,"nu. calcul.led at a dally tilt. of .0001610. All tIII.o. whiCh b.ca". d.llnqu.nt on and .ft.r Janu.ry If I'll will b..r Int.r..t .t . ratll which will ".ry frail calond.r y..r to cal.ndar y..t with that rat. announclld by th. PA D.pert..nt of R.".nu.. Th. 8ppllcabl. lnt.r..t rates for 1'8Z through 1991 er.1 '!!!! lnt.r..t Rllt. Dally Interut Fllctor !!!r 1nt.,..t Ra" DailY Int.r..1 FAttor Inz 10j( .0005,.1 I'll "' .00D1U 1'Jll 16j( .DOOHI 1"11-1991 IIZ .ODOSOI 1984 1lj( .000301 19': ,. .0001'" 1985 LIZ .ODOlS6 1993-1994 IX .00019Z 1916 IDZ .000:74 1995-1991 ,. .000:'" -.Int.r.lt I. calcul.t.d ., followlI INTEREST . BALAHCE OF TAX UNPAID X NUN8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR &-An~ Hotlc. Is.u.d IIft.t the t.. b.co.., d.llnqu.nt will r.flacl nn lnt.r.st c.lcul.tlon to flft..n liS) d.y. b.yond the date of Ih. ......".n'. If p.y..nt II "ad. "ft.t Iho Int.rllt co.putatlon d.t. shown on th. Hatlca, .ddltlon.l Int.r..t "ul' ba calculated. v STATUS REPORT UNDER RULE 6.12 Name of Decedent: Stella Elizabeth Sorg Date of Death: October t~ 1995 Admin. No. 1995-00861 Will No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: Court? a. Did the personal representative file a final account with the Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest: Yes X No Date: d. Copies of receipts, releases, joinders and approvals of informal accounts may be filed with the Clerk of the Orphans' may be attached to this report. 1! ~f"h-,r,r tL_- Signature R. Scott Cramer Name (Please type or print) P. O. Box 159 Address Duncannon, PA 17020 Tel. No. (717) 834-5700 September 8. 1999 formal or Court and ,. ,(' ,1,_# Capacity: Personal Representative Counsel for personal representative