HomeMy WebLinkAbout95-00880
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I~ETITION FOR GRANT OF LETTEnS OF AI>MINISTRATION
t.:fta/(. Ilf Florence E.---'3.Qy\:JL
u/.w kIlO"''' (/.\'
No, 02.1 - J qg..S - ~ ZQ
To:
/)('('('(1.\('(/.
S"r1al.~"<'IIril)' Nil, 1 B 9 - 2 4 - 1 502
l{egiMer of Wills for Ihe
County of ,Cwnberland_ in the
Con1/uon\\'eahh of I'ennsylvllnia
The petiliolluf Ihe undersigned respectfully represents 111111:
Your pelltioner(s), \\'ho is/me layellrs of age (1f older, IIppl ieR
for lellers of adminislrution
on Ihe estute of
(d.h.lI,j pc11l11'1lIl' lil!.'i dUfllIlll.' ah\l'lIlln: lluranu: lI1inurltllll')
Ihe above deeede,".
Deeendent \\'IIS domiciled 01 denlh in ClImhl!rl Hnn COli nil', Pennsylvania, wilh
her last family or principal residence at 661 Shannon ROAr'! ~ Rni 11 n';J Sp..i n'JS., PA
M r ~ (1. to fl. T pt.JJ ~ II J f' (1i\1 "'lh.'Ct. nUlllhcf nuJ 1II1111Idl"ahl)') 1 7 0 0 7
Deeendent. Ihen A 6 years of IIge, died
01 Carlisle Hospital
Mav 30
,1995
Deeendem at death o\\'ned propert)' \\'i1h e.thualed values as folllo\\'s:
(If domiciled in Po,) All personal property
(If nOI domiciled In 1'0.) Personal property in Pennsylvania
(If nol domiciled in Po.) Personal properly In Connty
Value of real estate In Pennsylvania
shuated as follo\\'s:
S 175.000.00
S
S
S 0
Pelltioner_ after a proper search ha..lL- ascertained thai decedent left no \\'i11 and was survived by
the follo\\'ing spouse (if uny) and heirs:
Name I{elatlonship
Jose h P. Roa ~
_patrick .L--&1ach
~!3oi.r ba rp A. WODcllt
17007
Son
J2a..u.9
THEREFOI{E, petltloner(s) respeclfully requesl(s) Ihe grunt or lellers of admlnlstrution In Ihe
appropriate form 10 Ihe onderslgned.
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J se P. Roach
750 Clinton Drive
Ambler. PA 19002
..:t)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cllmhr>rlnnrl
} 55
The petltloner(s) above.named swear(s) or affirm(s) that the
slatements In Ihe fOlegolng petition arc true and COllect to the besl
of Ihe knowledge and belief of pellllone[(s) and thai as personal
[epresentallve(s) of Ihe above decedenl pelllloner(s) will well and
truly administer the estale according 10 law.~ /J 1/.-6
Sworn 10 or affirmed and subscribed { _ _ ~I L It ( ~
before me Ihls ' 1 .. t- day of
nlQ~~v~t~~~~IL-lI' I ~r1fd7i1;L/L'<..
MARY G, LEWiS R~
l&l}'Llt(l- :y'
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Estate of
Florence E. Roach
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW NOVEMBER 24 19---9.2-, In conslderallon of the pellllon on
Ihe reverse side heleof, sallsfaclory proof having been presented before me,
IT IS DECREED Ihal .In!'lf'!ph P. RnA ch -------
ISlar& entitled to Lellers of Administration, and in accoTd with such finding, t.ellers of Admlnislrallon
,1
ale hereby granted 10
,'ncu~rh p t)n;,,...h
I
I
1\
In the estale of
Florence E. Roach
"--I) (~L '-.L I (I. 'i.U tt.J : '- ~ll) II, !1 U l:J
MARY C. LEWiS R<'ill".[&1II1 . JI~L'fJLltLr
FEES
Lellers of Administration ..". S. 235 . 00
Shorl Ce[tlficates( ).......... S 18. 00
Renunelallon ................ S 1 0 . 00
JCP S 5.00
TOTAL _ S 268 .00
Flied .. .1;l!=!Y!':t1!3.~!l..?:t... A.D. 19..22.-
RichArn W. St-pvpnRnn H7120
ATTORNCY lSUP, CI. 1.0. No.)
100 pine st-, r.o nn~ 11~~~ HArrisburg,
A1ltlRCSS PA 17108-1166
(717\237-5208
l'1I0N!!
LETTERS AND ORDER WERE MAiLED TO ATTORNEY NOVEMBER 27, 1995.
RENUNCIATION
In Re Estate or
Florence ", Roach
deceased.
To Ihe Register or Wills or
Cumberland
COUnlY, Pennsylvania.
The undersigned
Patrick J, Roach
Ihe above decedent, hereby renounce(s) the right to administer the estate and respeclrully ask(s) Ihal lellers
of Administration
be Issued to
Joseph p, Roach
WITNESS
hand this ;J. 1
day or "(0 hl,.. v ,19-2..L.
<1: 1."_ Y --:- ~J!.
(SIIn:uure)
1934 Lafayette Drive
Lansdale, PA 19446
(Addm.)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Florence E. Roach
Date of Death: May 30, 1995
Will No.: Admin. No.: 1995-00880
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
November 28. 1995
~ Address
Joseph P. Roach 1750 Clinton Drive
Ambler, PA 19004 "
Patrick J. Roach 1934 Lafayette Drive
Lansdale, PA 19446
Barbara A. Woods 661 Shannon Road
Boiling Springs, PA 17007
Notice has now been given to
Rule 5.6(a) except
sons entitled thereto under
Date November 28. 1995
ichard W. Steven
McNees, Wallace
100 pine Street
Harrisburg, PA 17101
(717) 237-5208
Counsel for Personal Representative
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COMMONWEAlllt OF PENNSYlVANIA
DEPAATMENTOF REVENUE
OEPT.21010'
HARA111nURO,PA '71U-0101
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
FOR OATES OF DEATll AFTER 1213111I1
CHECK HERE IF A SPOUSAL
POVERTY CREOIT IS CLAIMEO
FILE NUMBER
21 1995
COUNTY CODE YEAR
OECEOENrS COMPLETE ADDRESS
661 shannon Road
Boilirg Sprirgs, PA 17007
05 30 95 04 05 1909 Coun CUmberland
SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
00880
NUMBER
REV-"OO EJh 17-'''1
DECEDENT
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Roach Florence E
SOCIAL SECURITY NUMBER
189-24-1502
t1 LI VlVlN
FIRST AND MID LE INITIAL)
u
~, Romalndor RoMn
(far dlt.a 01 dllth prior '0 n-l1-ul
o 6, Fodora! Estalo Tllll RolUm Roqulrod
1, Orlglna! RoMn
CHECK
APPRO-
PRIATE
8LOCKS
o 48, Fuluro ln1ofOst Comproniso
(lor dalos 01 doalh a"or 12-12-82)
DB, Docodon' Dlod Tos1alO 0 7, Docodonl Ma!nlolnod a Uvlng TillS!
(Anach copy 01 W1U) (Anoch copy 01 Trusl)
AU! COAIIESPOHDEHCE'ANDCOHFlDENTlAU TAX INFORMAtiON SHOULD 8E DIRECTED TO:H,',,'!:; ,i:L!I!!,I,,!',I,!llll1,"!I:!I,',!?,'iiiilli'l!i,iil'l'I::!lII!!Iif.!I'll!il,!'!IIi'!
NAME COMPLETE MAIUNG ADDRESS
Richard W. Stevenson c/o M::Nees, Wallace << Nurick
TELEPHONE NUMBER P.O. Box 1166
(717) 237-5208 Harris PA 17108-1166
1. Roal Ealalo (SChodulo A) ( 1 ) None
2, S10cksand Bonds (SChedulo B) (2) 81, 619 .42
~, Closoly Hold SlockJParlnorshlp Inlorosl (SCh. C) ( ~ ) None
4, Mongll{Jos and No,as Rocoivablo lSChadulo D) ( 4 ) None
6, Cash, Bank Doposl1s & MlscoIlanoous Porsonal (6) 1, 659 .48
Propony (SChodulo E)
8, JolnUy ownod Proporly (SChadulo F)
7. Translo", (SChodulo G) (SChadulo L)
O. Tolal Gross As.... (Iola! Unosl-71
o. FunDl'al Exponoos, Admlnlsuallvo Costs,
Mlsc,,'anooua Expan... (SChadulo H)
10, Dabls, Mongsgo UsblllUos, Uans (SChadulo I)
11. Tolal DoduC1lons llola! Unos 0 & 10)
12, Nol Va!uo 01 Eslalo (Uno B mnua Uno 11)
1~, Charhablo and Govommonla! Boquosls (SChodulo J)
B, Tolal Numbor 01 Sala Deposll Bo...
o 4, UorItod Ealalo
CORRES-
PONDENT
(0)
(7)
None
134,929.59
(B)
218,208.49
RECAPIT -
ULAnDN
(01
9, 965 . 83
(10)
569.70
111)
(12)
(1~)
10,535.53
207,672.96
None
14
207 672.96
15. IIpouI.l Ttlnl'llIllar dl'" of dulh l"lf I.'O-'''~ 1111
Inl'ructlDnl lor Applltlbl. Pllunllga on raga 2. (Indudl
valulllrorn 8ch.dull Kor &chadut. M,)
10. Amount of Uno 14 tDXablo a1 O-~ rato
(InclUdo valuos "om SChodulo K or SChodulo M,)
17. Amounl 01 Uno 141axablo a115% ralo
(Includo voluo. Irom SChodulo K or SChodulo M,)
TAX lB, PrIncipal Illll duo (Add lax Irom Unosl6, lB and 17,)
COMPUTA- 19, Crodlt! SPOUII' Ponr1y Clldit Poor PaymonlS Olncounl
nON . 0.00. 0.00-
20, It Uno 10 Is roalor Ihsn Uno 10, onlor lhe dlNoronco on Uno 20, Thlslslho OVERPAYMENT.
A:!; ,ct1tckhl're,tt" ....'riI . NfWtd'of 'Ur'DYe: '1n'1,;:llllij:I;llliili!i:,;III:Ii'lill,
21, It Uno IBis g,oalor than Uno 10. onlor Iho diNoronco on Uno 21. Thls'Slhe TAX DUE.
^' En10r 1ho Intmost on 1ho balanco duo on Uno 21A,
B, Enlor lhe tOIa! 01 Uno 21 and 21A on Uno 21B, ThIS'Slho BALANCE DUE.
Make Chock P. oblelo: R sto, 01 WIlt.. A nl
IlIill i'im11i Ilillllil,,1 i'I!!Iil!!li';i,II:,'I:II!IIII'II:I""iiil~,BE'SURE,TO:ANSWERAU.:OlelIl1ON9 ON PAGE 2:A1<<)'IO RECHEQ('MA ;"""'!II'II ni' 1.1' 'ilill1lili!lliIl1l!!llh!! lii'llllII'lillllII
n or pon 90 por ury. oc IUD I at avo 0)1 no I !J rorurn, u ng accompan ng DC U an atatomuntB, an 10 t 0 rr.rv go
and boIlol, n Is truo, corroct and cofTlJloto. I doclaro 1hal all roal 0lI1alo hu boOn ropor1od al truo mark01 valuo, OocllUatlon 01 proplUDr 01hof Ihan lho porsonal
,oprosonlaUVo Is basad on a1llnlormation 01 which prop810f has any knowlodgo.
aIOHATU"~OF PER50,N RE8~NSIBLE FOR ~ILINa RETURN ADDRESS DATE . /' J'
, .'., I ',I.u" '.', See Schedule attached "_ -'1- (
ADDRESS DA"j , ..,
P.O. Box 1166 ' j,).<:/7G..,
Harr sbuvg, PA 17108-1166
(ID)
)('- .
(10)
207,672.96 x
.00 .
12,460.38
1171
0.00 X ,16 .
0.00
lIB)
12,460.38
InlOf0ll1
110)
(20)
0.00
(211
121A)
(21B)
12,460.38
0.00
12,460.38
Estate of I Florence E Roach
21-1995-00880
stM>I1\RY OF ALlDCATIaIS TO BEM:FICIJ\RIE'3
Class A
Joseph P. Roach
Patrick J. Roach
Barbara A. Wocx3s
69,224.32
69,224.32
69,224.32
207,672.96
Estate of: Florence E Roach
21-1995-00880
'1l1e follCMing persons are signing the retum as representatives of the estate:
Joseph P. Roach
c/o M::Nees, Wallace & Nurick
P.O. Bcoc 1166
Harrisburg, PA 17108-1166,
PA REII-115DO EX (7-94) poge 2
Act #48 of 1994 provldee for the reducllon of Ihe tax reles Imposed on \he nel value of Iransfer. 10 or for the use of
the spouse. The rales as prescrIbed by Ihe slaMe will be:
. 3% (.03) will be applicable for estales of docedenls dying on or alter 7/1/94 and before 1/1/96
. 2% (.02) w\ll be applicable for estates of docedenla dyIng on or alter 1/1196 and before 1/1/97
. 1% (.01) will be applicable for estales of docedenls dyIng on or elter 1/1/97 and before 1/1/98
. Spousal transfers occurrIng on or alter 1/1/99 will be exempt from Inhertlance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PIJ'CING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS,
YES NO
1. Old decedont mako a vanst... and:
L retaln\heuaeorlncomeoltheP'Opor1YtranslOllod,............................. ....... ............................ X
b, retain \he right \0 deslgnato who ahall uaetho propony vanslOllOd or Its Income,. . .. . .. .. . .. . .. .. . . . . . .. .. . . .. . .. . , . .. . . . . X
c, rotaln arevorolonary Into,llS1: or...,................ ..,..... ....... ......,.....,.......... .. ..... ...... ......... X
d, rocolvotho pronis8 lor Ulo 01 oilhOt' poyments, benonl. or car07,.,..,.......................... . ..... ,. ...... ,........ X
2, \I death occurrod on or belors oocombol 12, 19B2, did decodont wllhln two YOl\Tll precodlng doalh tra",,'''' propor1Y wlthoul roceMng
.dequato con.ld....UOn7 \I do.th occurrod olio' [)ocOmbor 12, 1982. did decodonl uansror proporty wtlhln ono yoor 01 do.lh without
roceMng .dequalo conaldoroUon7. . . . . . . . . .. . . . , , . . . . . . . .. . . . . . , . . . . . . .. . . . . . . .. .. . .. .. . .. . . , .. . . . ..' . . . .. , . . . .. . X
"
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3. Did docodonlown on'lnwstlO( bank DCCOuntothISorhordooth7.,.....,.,."..."....,......,.......,.,..,...,.,.....
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
PAII5D02 NTF III.
CDpyright Fouu Boltwar' Onlv. ,.'" Hllco,lnCo N14PAOO2
X
AEV..U02 EX. (4"11)
SCHEDULE B
STOCKS AND BONDS
COMMONWEAl. TH OF PENNSVLVANIA
INHERITANCE TAX RETUHN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Florence E Roach
(All property 10lnUy-owned wtth Right 015urvlvorahlp mUll be lIlleloled en Sehldull F.)
ITEM
NO,
21-1995-00880
OESCRIPTION
VALUE AT DATE
OF DEATH
1 100 depositaxy shares Blyvooroitzicht ~ld Mini:Y::J 0:l1pany
Limited
2 300 depositaxy shares Bracken Mines Limited
3 100 depositary shares Leslie ~ld Mines Limited
4 4,297.728 she pioneer II FUnd (held in pioneer ale 11002 0958
238158)
156.20
30.00
507.00
80,926.22
TOTAL AI.. onlo< on IIno 2, Roc lIulllIon
(II more epICS II noodod, Inso" edd/1lonllllhoola of oamo liro,1
$
81 619.42
PA15031 NT' ""
CopYflghl Form. Soflw". Only, IBM N.lco, Inc. NMPAOJ1
REV-Uo. Utll-l1.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Plaa.. Plint or T 0
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAlC RETURN
RESIDENT DECEOEHT
ESTATE OF
Florence E Roach
All ro a aln -owned with lha RI hI 01 Survlvorahl
ITEM
NO.
21-1995-00880
must be disclosed on Schedule F
DESCRIPTION
VALUE AT
DATE OF DEATH
1 Cbrestates Bank Incare Olecking 1\ccount 1115l9-5760
1,353.50
Interest accrued to date of death on above item
0.28
2 Cbrestates Bank Statement Savings Account 11824-9468
Interest accrued to date of death on above item
303.85
1.85
PAI5OI1
TOTAL AI.. onlor on Uno ~,ROCD IlUlotlon S
(Allach addlllonal 81/Z' X 11" ohOOlB II mora .paco Ia noodad,)
1 659.48
NTFt2lS
Copyright Fa,"" Sotlwl'. Only, 111lJe N.lco,lnc, N8ePAO.t
REV-ll109 EX + 112-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATI! OF
Florence E Roach
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-1995-00880
Jolnl'"nlnl("):
NAME
ADDRESS
RElATIONSHIP TO DECEOENT
JolnUy-owned property:
unEA DATI! DOLI.AII VALUE OF
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DECEDENT'S
NO, JOINT JOINT OF ASSET " INT. INTEREST
TENANT
None
TOTAL (Also ontor on IIno e, Roclellullllonl S 0.00
PA15D111
III moro opoco 10 noodod, Inoort oddlllonDlohooto oloorno olzo,)
NTFU1I'\
Copyright for",. SoU.a,. Onl)', 11"4 N,lca,lne, N'4PAOllt
REV-l~1O EX + (2-07)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
TRANSFERS
PLEASE PRINT OR lYPE
FILE NUMBER
Florence E Roach 21-1995-00880
THIS SCH, MUST BE COMPLETED' FILEO IF THE ANSWER TO ANY OF THE OUESTIONS ON THE REVERSE SlOE OF COVER SHEET 15 YES.
DESCRIPTION OF PROPERTY DECD, DOLLAR VALUE
ITEM Inctuda nama 01 tho transloroo, Iholr EXCLUSION TOTAL VALUE % OF DECEDENTS
NO, rolatJonshlD 10 docodonl, dalo 01 'fanalor. OF ASSET INT, INTEREST
1 0.00 49,475.82 100. 49,475.82
6,450.563 sha Vanguard Hi Yield
Bond Fund @ 7.67 per share
(Joseph Roach was listed as a joint
o,.mer for convenience)
2 1,911.731 sha Vanguard Special 0.00 31,314.15 100. 31,314.15
Energy Fund @ 16.38 per share
(Joseph Roach was listed as a joint
o,.mer for convenience)
3 321.491 sha Vanguard SrMll 0.00 5,233.87 100. 5,233.87
Capitalization FUnd @ 16.28 per
share
(Joseph Roach was listed as a joint
o,.mer of the a=t for
convenience)
4 38,719.71 sha Vanguard Prirre l>bney 0.00 38,719.71 100. 38,719.71
Market Fund @ 1. 00 per share
(Joseph Roach was listed as a joint
o,.mer for convenience)
5 accrued interest on the above 0.00 186.04 100. 186.04
rrentioned item
6 Progress Federal Savings Bank 0.00 10,000.00 100. 10;000.00
Certificate of Deposit Acco..mt No.:
07-38000153
(Joseph Roach was listed as a joint
o,.mer of the account for
convenience)
TOTAL IAllIO ontor on IIno 7. Roe_pllUl_llon) $ 134,929.59
(II moro spnea Is noodod, I"son additional shoots of sarno slzo.)
PA15101 NTF t2t7A
Copyright Fa,,,,. 50tt.ar. Onl)', 111M Naleo, In" NII~PAI01
REY.t1",Utl'.'"
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pl.... Prlnl or Type
FILE NUMBER
21-1995-00880
COMMONWEALTH OF P[NNSYLVANIA
INHERITANCE TAX "(lURN
RUIDENT OECEDENT
ESTATE OF
Florence E Roach
ITEM
NO.
A. Fun.ral Expen...:
DESCRIPTION
AMOUNT
1 Hillside Cemetery
2 Malpezzi F\1neral Hare
3 F\1neral Wncheon
960.00
5,725.50
262.33
4 Honoraria for preparation of funeral mass program
50.00
B. Admlnl.traUv. co.ta:
1.
Personal Ropresen1atlve CorTllllsslons
SocIal Socurlty Number 01 Poraonal Roprosonlallvo:
YOII Conrnl""lon. p.ld
0.00
2. AnomoV Foes
2,700.00
3. FomIly Exemption
Clalmanl
Addro.. 01 Clolmanl 01 docodont'. do.lh
SI,ool Addro..
0.00
Rolollon.hlp
City
Slolo
ZIp Codo
4, Probata Foes
235.00
C. MJoc.n.neoul Expen...:
1 Register of wills of a.unberland Cbunty -- fee for short
certificates. filing Pennsylvania Inheritance Tax Retw:ns, and
JCP Fee
33.00
TOTAL Also onlor on Uno 0, ReeD ItulaUon $
(If more apace Is needed, Inlert .ddlUonal aheets 01 same alze.)
9 965.83
PA15111 NT' UII
Copyt'lght Form. Soft.." Only, HIM N.lco,lnc. NMPAt 1 t
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estnto of Floronco E, Ronch No, 1996,00880
nlso known ns
0010 of Donth Mnv 30. 1996
, Doconscel
Sodnl Socuritv No, 189.24.1602
Personal AOflroRonunivols) of tho nhovo EMiliO. duconsllfl. vllIily th,U Iho ItOlmi npllllnrinu in1he lollowill{J invnntory Includo nil
of tho porsonol ossals whoreI/o' situnln nnd nil DIllie ronl oslnlo In tho COllunol1woallh 01 Pennsylvania of sRid Dncodont. that
Iho valuallan placod opposito oach Itom 01 said Invontory UlllfOSlIllls Hs lair valun QS ollho dolo of tho Oocodolu's donlh. Ilnd
thnt Docodont owned no ronl milnto outside of tho Cnrnrnollwnnlth 0' Ponl15ylvnnln oxcept that which appoars in n l1lomornndurn
011110 ond 01 this invontory. If We vmily thnt tho 6tnlomnnls mado In thlslnvolllory nro truo and corroct. IIWo undorstnnd llun
10150 6111101110111& horeln oro modo subjoct to tho ponnllles of 18 Pn. C,S. Section 4904 relation to unsworn falsification 10
authorities.
Name of
Attornoy: Richnrd W. Stovonsol1. Esq.
'~ Personnl Ropr05ont~n 110'0:
',," ) ,
. \.;... \,,'cl-l ' .' t~ ",Ii
Joso'Ul.P. Ranch, Administrator
1.0, No,: 7120
Addren: McNeos. Wnllaco & Nurlck
Dated
7../l'i /0-
I
P,O. 80. "GG
Harrisburg. PA 17108
Tolophono: 717-232'8000
Description
Voluo
$ 156,20
30.00
507,00
80.928,22
1,353,50
,28
303,85
1.85
49.4 75,82
31,314,15
5,233,87
38.719.71
186.04
10,000,00
100 depositary shores Blyvoorui1Zlcht Gold Mining Compony
300 dopository shores Brackon Mines Limited
100 depository 6hllle& loslio Gold MInos Lhnitnd
4.297.728 shoros Piannor II Fund
Corestates Bonk Incomo Chucklnu Account No.: 1619.&700
accruud Internst
CoreslatD Bank Statement Savlnos Account NO.: 824.0408
accrued Interest
6.460.663 shores Vanguard HI Yield Bond Fund
1.911.73 sharos Vonuuard Spoclal EnOlUY fund
321.491 shares Vnnuunrd Small Cnpltoli/allon fund
38.719.71 slunus VanUUlud PrIme Muncy Mmkot Fund
accrued Intore51
Progress flldoHlI Savinus Blink Cmtilicnto of Deposit AccolllH No.: 07.38000153
IAllnch Additlonol Shoots if nocossmy)
Totol:$218.208.49
\ ;' t\' - l'i
REV-1547 EX AFP (12-95*J
CDKHOHWEAl HI Dr prNNSVl VI!:lA
OEPAAtH[Nt or R[VENU[ NOTICE OF INHERITANCE TAX
'UREAU or INDIVIDUAl '"'' , APPRAISENENT. ALLOWANCE OR OISALLOWANCE
~~::is:~:~~lpA 111ZI-0601 .. OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE QF RllACH FLOREN r-1: FILE NO.
DATE OF DEATH 05-30-95 COUNTY
ACN 101
DATE 06-05-96
5-0880
CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBNIT TilE UPPER PORTION Of THIS fORN WITII YOUR TAX
PAYHENT TO THE REGISTER Of WILLS. NAXE CIIECK PAYABLE TO "REGISTER Of WILLS, AGENT"
REMIT PAYMENT TO:
RICHARD W STEVENSON
C/O MCNEES ETAL
PO BOX 1166
HBG PA 17108
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE. PA 17013
Anaunt Ranittad
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS _
R 'EV: is'47- Eif-AFP--i i 'F9S"i"NOi"i CEo-OF -"fNHEifi fANc E-i" Ax-iippJJ7iisEHENT-; -ALl"liwANcE -ifli--m_.. --- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROACH FLORENCE E FILE NO. 21 95-0880 ACN 101 DATE 06-05-96
TAX RETURN WAS, I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Est.t. (Schadul. A) (1)
2. Stock. and Bond. (Schedule 8) (2)
3. Clos.ly H.ld Stock/Partnarship Int.r.st (Schadul. C) (3)
4. Horta.gas/Not.s R.c.ivable (Sch.dula DJ 141
5. Ca.h/O.nk Daposita/Hisc. Parson.l Proparty (Schadul. E) (5)
6. Jointly Own.d Prop.rty (Schedul. F) (6)
7. Transfara (Schadul. G) (7)
8. Tot.l Ass.ts
I CIIANGED
.00
81.619.42
,00
.00
1.659.48
.00
134.929,59
[BI
218.208.49
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Funaral Ewp.ns.s/Adft. COlts/Hi.c. E~pa"'.s ISchadule HI <<9)
10. Dabta/Hortgag. Liabiliti.,/Llan, ISchadul. I) ClO)
11. Total Deductions
12. Nat Value of T.w Raturn
13. Charit.ble/Gov.rnnantal D.qu..t. (Schedul. J)
14. N.t Valua of E.t.t. Subject to T.x
9,965.83
569.70
IllI
1121
1131
1141
In.~3~ ~3
207.672.96
.00
207.672.96
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Anaunt of Lin. 14 .t Spousal
16. Anount of Lina 14 t.~.bla .t
17. Aftount of Lin. 14 taxable at
18. Principal Taw Dua
NOTE:
14, 15 and~or 1&, 17 and 18 will
returns assessed to date.
.00 X .00=
207.672.96 X .06=
.00 X .15=
1181
.00
12.460.38
.00
12.460.38
rat.
Lin..I/Cl..s A r.t.
Coll.tar.I/CI... D r.t.
1151
IIbl
1I7l
TAX CREDITS:
PAYNENT
OATE
02-28-96
RECEIPT
NUN8ER
AA112576
DISCOUNT (+1
INTEREST I-I
.00
ANOUNT PAID
12.460.38
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
12.460.38
.00
.00
.00
. If PAlO AfTER DATE INOICATED. SEE REVERSE
fOR CALCULATION Of AODITIONAL INTEREST.
If TOTAL OUE IS LESS THAN fl, NO PAYNE NT IS REQUIRED.
If TOTAL DUE IS REfLECTEO AS A "CREOIT" ICRI. YOU NAY BE OUE
A REf UNO. SEE REVERSE SIDE Of TillS fORN fOR INSTRUCTIONS. I
1-' e.'(
9- u.
, ~ 0\
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l{'
~
,
,
,-' \...J \R ~l l:
/u c.: -:>
0: uu
R[SERVATIOHr E""" of dlced,nts dying on ar blfar. Dlc..b.t 12, .98Z .. .t any future Int.r..' In the .,.,t. I. tran,f.ttld
In PD.....lon ar .nJoy..nl to el... . (coll,t."ll blnet'cl,'." of th_ dleldent .,t" the IJPl,ltlon 0' eny."I" for
II', or for Y"'" thl Co.-onw..lth hlt.by ..pt...lv t...tVI' the right to Ippr.t.. end ...... tranl'" Inh.rll~c. T....
It the llwful Ch.. . (collat".U r"1 on any luch future Int.,..t.
PURPOSE OF
NOUCEI 10 fulf111 thl ,.quln..nts 0' s.ctlan 21"0 0' Ih, Inherltance and htat. ,.. Act, Act ZZ 0' ."1. II P.S.
S.ctlon '.110.
PAY~N'I D.tleh the top portion of thl, Hollel and .~It with your ply..nt to the AIgls',' 0' Will. printed on the ,sVlr.. ,Idl,
--Hlk, ChIck or lon.y or d., plyabl. tOI REGISTER or MILLS, ADENT
All pay..nts r.celv.d .h.1l flnt b. .ppll.d to eny Int.rnt which ..y b. due wlth any r..aJndar appll.d to Ih. In.
REfUND eCAII A r.fund of . t.. cr.dlt, which w.. nol r.qu'.I.d on Ih. t.. R.lurn, ..y b. r.qu..I.d by co.pl.llno an ~Appllc.tlon
for A.fund 0' p.nn.vlvanl. Inh.rltanc. and E.tala Ta." (REY-IlI1). Application. .ra av.llabl. al Iha Of'lc.
a' the R.ol.t.r a' Will., anv of the Zl R.v.nua DI.trlct Of,lc." or by call1no tha .pacl.1 lft-hour
an.warlno ..rvlc. nuab.r. 'or 'or., orderlnOI In P.nn.vlvanl. l-aOO-16Z-Z0~0, oul,ld. P.nn'Ylvanl. .nd
wlthln locd Hard.buro ar.. (7111 781'1094, lDD' (7111 nZ-ZZ5Z (fl..rlno lapalr.d Onlvl.
OlJECI10NSI Any party In Inl.r..t nol ..tl.fl.d wllh the .ppr.I....nl, .Ilow.nc. or dl..llowanc. 0' d.ductlon., or .......tnt
of t.. (Includlno dl.count ar Int.r..tl .. .hown an thl. Hotlc. .u.t obJ.ct within .I.ty (601 day. of r.c.lpt of
thlt Hotlce bYI
--written prot..t to tha PA O.part..nt of Ravenue, Bo.rd of App..Is, O.pt. zalDZI, IlarrlstNro, PA 17IZI-IOZI, OR
-..Iactlon tD h.v. the .att.r d.t.r.ln.d at audit of the .ccount of the p.r.on.1 r.pr...nt.tlv., OR
"app.al to the Orphan.' Court.
ADHIN
ISlRAlIVE
CORRECtiONS I
Factual .rror. dl.cov.r.d an thl. a.......nt .hould b. addr"led In wrltlno tOI PA O.parl..nt of Rav.nu.,
lurtltU of Individual T...., ATTNI POlt h......nt R.vle.. Unit, D.pt. lI0601, Ilarrht>urg, PA 17UI'0601
P~on. (717) 781'6505. S.. p.g. 1 of the booklet "In.tructlon. lor Inh.rlt.nc. T.~ R.turn for a R..ldent
O.cad.nt" (REY-IS01) lor an ..planatlon of ad.lnl.tratlv.ly corr,c'Dbl. .rror..
DISCOUNT I
If anv la~ due I. paid within thr.. (1) cal.ndar Bonths alt.r the d.c.d.nt's d..lh, . flv. p.rc.nt e5~1 dl.count of
the t.. paid It allow.d.
Pf:HALTYI
The 15~ ta. .an..ty non-p.rtlclpatlon p.n.lty I' co.putad on the tot.1 of the t.. and Int.r..t .......d, and not
p.ld b.fora Januarv la, 1996, the flr.t d.~ .ft.r the .nd of the t.1C ..n..tv p.rlod. Thh non-p.rtlclp.Uon
p.n.lty I, app..labl. In the .... .ann.r and In the the .... tl.. p.rlod a. ~ou would app.al the t.. and Int.r..t
th.t ha. b..n .......d .. Indica tad on thl. notlc..
IHIERESh
Int.ra.t I. charo.d b.olnnlng with 'Ir.t day of d.llnqu.ncy, or nln. t,) .onth. and ana (II d.y fro. the dal. of
d..th, to the d.te of p'Y.'nt. T.... which b.c... d.llnqu.nt b.for. January I, 198Z b..r Inl.ra.t .t the r.t. a'
,I. e6~) p.rc.nt p.r annu. calcul.t.d .t . d.lly r.t. af .000164. All t.~., which b.c... d.llnqu.nt on and a,l.r
January I, 1981 will b..r In,.r..t at . rat. which ..Ill v.ry free cal.ndar y.ar '0 calandar y..r with that r,'.
announc.d bv the PA D.p.rt.ant of R.v.nu.. 'h. appllcabl. Int.r..t r.t.. for 198Z throuoh 1996 .rel
'!!!! Int.rut Rat. Dally Int.r..t ractor !!!r Int.,..t R.,. O.lly Tnter..t Factor
1'8Z m .000548 1987 .. .000Ul
1915 16> .000"18 1988-1991 11:1: .000101
1984 m .000101 1991 .. .000Z47
1985 m .00On6 1991-19'" IX .00019l
1986 10lC .00021" 199~-1996 .~ .000l"7
--Int.r..t It calculat.d .. 'ollowlI
INTEREST D BALANCE OF TAX UNPAID X NU"BER OF OAYS DELINQUENT X OAILY INTEREST FACTOR
--Any Notlc. I..u.d .ft.r the t.. b.coe.. d.llnquant will r.fl.ct an Inter..t calcul.tlon to flft..n tiS) day.
b.yond the d.t. of the ........nt. If p.y..nt I, .ade aft.r th. Inl.r..t co.putetlon data .hown on the
HoUc., addltlon.1 Int.r..t lIU.t b. calcul.t.d.
JRD/June 30, 1992/17858
REGISTER OF WILLS
Cumberland County Courlhouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
Personal Representative
Counsel: RICHARD W. S'J'EVENSON, ESQ.,
RE:
Estate oC FLORENCE E. ROACH
MONKUa:. JW~
, Deceased, Late oC
Estate No.: 21-1995-880
DateoCDecedent's Death: MAY 30, 1995
,
I
Pursuant to Rule 6.12. the above named personal representative or the above named anomey, If
appllCBble, within two (2) years of the decedent's death, and annually thereafter until administration Is
completed, Is required to file with the Register of Wills a Status Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal representative, or anorney, as
appllCBble, reasonably believes adminislralion will be completed. The purpose of this Notice is to advise
you that uoless the requisite Status Report is filed with the Register of WlIIs or Cleric of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of WlIIs
Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing 10 detennlne whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal rCl!resentative's counsel, If any.
Accordingly, if the requisite Status Report Is not filed by JULY 11 , 1997, you are hereby
advised that a request will be submined to the Court In accordmce with Rule 6.12.
Date: JUNE 24, 1997 Jrr
Distribution to Estate File
STATUS REPORT UNDER RULE 6.12
Name of Decedent: l'lol'cncc \;. Ronch
Date of Deathl Nny 30. 1995
W ill No.
Admin. No. 21-1995-880
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No x
2. I f the answer j s No, state when the personal
representative reasonably believes that the awninistration will be
complete: by July 31. 1997
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative 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 representative state an
account informally to the parties in interest? Yes No
d, Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may e attached to ~is report.
Date:~1...~(n
:--J
','.J.
, ~(
..l~
iclnrd W. Ste t.maDn 1~8 uire
Name (Please type or pI' nt)
~IcNccs, Wnllncc & Nurick
100 Pinc Strcct, P.O. 80x 1166
Address
Ilnrrisburg, PA 17108
(717 I 232-8000
1'e I. No.
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ill~
(50
Capacity:
Personal Representative
X Counsel for personal
representative
(MAH:rmf/AH3)
"