HomeMy WebLinkAbout95-00927
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PETITION I;OIt I"ROIlATE nod GRANT 01; LETfERS
Nu, __ c>?1- 95- Cfd7_
Tu:
Eslale of Ely'y~~UR.C~__ .---
0/.10 known as N..-A.__
Regl,ler uf WlII, for Ihe
. Ikcru.<cd, CuUnl)' of .J:JImbJu:J..iUli1- In the
Social Seco,lty No, _1llD-=-01=9.J5.L Communweahh uf I'enn'ylvanla
The pelllion of Ihe under,lgned rc.peclfully repre,en" Ihat:
Yonr pelltloner('l, who i,llITe I K )'CI'" of aJ!e or older anthe execuLr.iJ<
inlhe laM wlll of Ihe abuve dccedeul. daled _l'I_'!Y~61
and codlcil(s) daled _tLJ't.!
named
, 19.!!9--
(\lAIt' ftlt-nUlI clrclll1l~laIH:(,\. ('.Il. Itllllndltlinn. drlllh uf tu'culm, tiC.)
Decedenl wa' dumiclled al d,'mh in S-umbelland
It e r la,1 family ur principal residence al .52.9_WesLl<p IIp r
BorouQh of MechanicsburQ.
lli,,1 ,.tn'l'l, utlllllll'r. '1'\\'1). nr Blltll.1
County. I'enn,ylvanla. with
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Deeedelll. IllI'n__ 79 )'em' of age, dkd December 2 .1995
al Holv 50irit Hospital. camlLH.ill. PA .
Excepl as follows, decedelll did not marry. was nOI divorced and did nOI have a child born or adopled
after execUlion of Ihe will offered for probale: was nOllhe vlelim of a killing and was never adjudicated
ineompelenl:
Deeedelll al denlh owned properlY with eSlimnled value, I" follows:
(If domiciled In Pa,) All personnl properlY S 4000.00
(If not domiciled in Pa.) Personnl properlY In Pennsylvania S
(If nol domiciled In Pn,) Personal properly In Counly S
Value of real estale in Pennsylvania S 72000.00
situaled as follows: 529 WesL!<ell'... street, Roroug}l of
MechanicsburQ, Cumberland Countv. Pennsvlvania
WHEREFORE. pelltloner(s) rcspeClfull)' requesl(s) Ihe probalc of Ihe last wlll and codlcil(s)
presellled herewith lmd Ihe grnnt of Ielters testamentary
(t(~l:1I11l:IlIUr)'. aLlmlnhtratlon c.I.a.; admlnlmallon d,b.n,I:.I,lI.)
Iheron,
i /),'I./..,I'{ (f,lt 1/.'....,.,
:g '" ~ r lot tiLA..-!'Lill.iams_
.:t Ii 2310 LOllQS-GaP-Rd..
"',~ Carlisle.JJl\.. 17013
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH O"'I'ENNSYI,VANIA } tlS
COUNTY 010' CUMBERLAND
The pelltioner(s) nbuve.named swcur(s) or nffirm(s) Ihallhe slalemenlS in the foregoing petition are
true and correct 10 Ihe best of Ihe knowledge and belief of pelitloner(s) and Ihal as personal represen-
tallvc(s) of Ihe above decedenlpelllloner(s) will well nnd Iruly administer Ihe estale according to law.
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Sworn 10 or nffirmed nnd subscribed {'
before me Ihls 7TH day of
~ "OE.CEMllEIL.. I~.'h-, :r~
_iJJ.;;) , "I " 1, ".... f" I, I, ( 'I, I,
MARY IC. LEW! S n"lIlsler
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JJ\ST Wn,L AND TESTIlHENT
QE
ELVY F. cr;INE
I, ELVY F. CLINE, of 529 West Keller street, Borough of
Mechanicsburg, county of cumberland, state of pennsylvania, being of
sound and disposing mind, memory and understanding, do hereby make
and declare this as my Last Will and Testament and revoke all wills
and codicils heretofore made by me.
1.
I direct the payment of my just debts and funeral expenses
as soon as convenientlY may be after my decease.
2.
I specificallY devise and bequeath the sum of Eight Thousand
Dollars ($8,000.00) to my son-in-law, BERT G. WILLIAMS, of 2310
Longs Gap Road, Carlisle, cumberland county, pennsylvania, in
repayment of the loan that he paid for me to commonwealth National
Bank.
3.
All the rest, residue and remainder of my estate, real,
personal and mixed, whatsoever and wherever situate, I give, devise
and bequeath in three (3) equal shares: One (1) share to my
Daughter, CARLOTTA A. WILLIAMS, One (1) share to my Grandson,
GREGORY L. SOUDER, and one (1) share to my Grandson, STEPHEN L.
SOUDER.
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4.
LASTLY, I nominate, constitute and appoint my Daughter,
CARLOTTA A. WILLIAMS, to be the Executrix of this my Last will and
Testament. I direct that my Daughter shall not be required to file
bond or other security in the Office of the Register of wills for
the purpose of administering my Estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last will and Testament, consisting of two (2) typewritten
pages, the first one (1) of which bears my signature in the margin
for the purpose of identification, this 2(. .~< day of
,i( " . ,
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, 1989.
&e1d r-: 0k,/-<!.-
l/El vy F. Cline
v
(SEAL)
Signed, sealed, published and declared by the above-named
Testatrix, Elvy F. Cline, as and for her Last will and Testament,
in the presence of us, who, at her request, in her sight and
presence, and in the sight and presence of each other, have hereunto
subscribed our names as witnesses.
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21 - 95 - 927
REGISTER OF WILtS 0..' CUMI3EHL^ND COUNT\'
OATH 0..' SUnSCRIIUNG WITNESS
Stephen 13. Lipson
X1llXilliK
1I00X1>> a subscribing wilnm 10 Ihc will preselllcd herewith. (9fIll'xl being duly quallned according 10
law. depose(s) and suy(s) Ihal he was presenl and saw
Elvy F. Cline
Ihe lestat r i x . sign the same and Ihlll he signed as a witness at the
request of leSlal rix Inl~ presence and (li~li~~*lI*'bll!.K:llX>H"r) (In Ihe presence of the
other subscribing witness(es)). '-./' --
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Stephenl3. Lipson
(Name)
St., Ste.4, Carlisle, PA 17013
Sworn to or affirmed and subscribed before
me Ihis 7TH day of
/i DECEMBER 19 9~_ 169W. High
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MARY C. LEWIS Register "
(Address)
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNT\'
OATH OF NON-SUBSCRIBING WITNESS
Carlotta Ann Williams
(lIltN) a subscriber hereto, (I!lIeK) being duly qualined according to law. depose(s) and say(s) that
she is famlllarwithlhesigntltureof Elvv F. Cline
lfilfd{.KlX
teslat rix of (.)I*Xl(IXl(Il<~Cl(~*lI>l\~Xl(.lIKd{*IOUI) the will
that she
presenled herewith and
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bellcvcs Ihe signalure on the will is In Ihe handwrllln8 of
Elvy F. Cline
to the best of he r
('j .J' /, II. h. Ii . I {t ,\, I '..'
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Carlotta Ann Williams
knowledgc and belief.
Sworn to or affirmed and subserlbed before
me Ihls 7TH dllY of
ECEMBEr. 19:5 , / i 23~O Lonas
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HeR/sit" l
(Nam~)
GaD Rd., Ca~lisle. PA 17013
(Address)
(Nume)
(Ae/dress)
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IN RE: ELVY F CLINE
deceased
REGISTER OF WILLS
CUMBERLANO COUNTY PENNSYLVANIA
ESTATE NO. 21 - 95 - 927
ORDER OF. THE REGISTER OF WILLS
AND NOW this 28th day of February 1996. the Lettersi
to CarlottaA. Williams are revoked.
A recent will has been admitted for probate and new Letters Testamentary have been
8,1995
I
issued to Carlotta A. Williams.
Re9ister of Wills
"'/1Mre, .~~
MARY C (iWIS
1)1';TlTION "'OIt 1)ltOUATE Ilnd GRANT 01" LETIERS
I~"alr of Jru'-I~llIW___..
alIO kllOIl'1I .u J.A.
No. 211J5-11927
To:
Rogi,lor of Will, for Ihe
o /Jrrru,rd, CounlY of ClIlIlhl'r I aud In Ihe
Sor/al Srl'll,lty No, -1.llll::.Q]..::9J~ COl1lmonwoallh of Pennsylvania
The pelillonof Ihe nn<ler,lgned respeclfnlly represenl' Ihlll:
Your pelillonel"). who is/lire I K yenrs of IIge III older IInlhe execnl r I x
Inlhe laS! will of the IIhow dece<lelll, dilled __No.Y.....D .-.
au<l co<llell(,) dilled __.
uamed
. 19B!L-
-Co-eXI'I'oLuLllil)'JIIund_M._Sou<loJ:.._Jr.._hull_rClluunc..ctl..l.1 H r ll'bt to
ndmluffner the l'Htntl'. ^lteqHLI<.t;l~9~M.C:;,RtoLJlreqorv L. Souder also has
(\lal\" 'f1('\'illll dh"llllnUllln'\, ('.t!. rrlllllu:ialltlll, drOllh (), t\t1:lIlor. ('IC.J renounced.
l)ece<lol1l ",,, dOl1licilod 111 demh in -1illmlu:.rlilud
h er IllS! fUl1lily or prlncipnl re,ldence al _529 "l'Ht Ke II lOr
HLlchnl1icBbun~ .
Counly. Peansylvanla, wilh
Street. Borough of
Iii". ",ltl't'I,III1Il1I11'r,Twll,flrltutll.l
Dooedorll.lllL'n__?!J_)'enrsofage,<llod IJel'l'lIltH!r 2. .1995
al 1I0!)' Spirit 1I0Epltn!, Cnmpllil!. I'A .
Excepl a, follows, dece<lenl did noll1larry, was nnl <li\'orce<l and did nol have a child born or adopled
after execulion of Ihe will offered for pro bale; was nollhe vicllm of a killing and was never adjudlcaled
Ineompolonl:
Decedonl al dOlllh owno<l prOpoll)' wilh eslhnllled \'alue, as follows:
Of domlclle<l in I'a.) All personal propollY
Of 1101 domleiled in Pa.) Personal properly III Pennsylvania
(I 1'1101 domlolled In Pa.) Personlll properlY In Counly
Value of real eslRle In Pennsylvllnia
silualod as follows: 529 \JeRt Keller Street. 1I0rough of
t-IQchnnicRburl'. Cumbcrlnnd County. PennRvlvnnin
$ 4,000.00
$
$
$8/..900.00
WHEREFORE. pelltloner(s) respoetfully requestls) Ihe probale of the last will and eodlcll(s)
prcsenlcd hcrcwhh and Ihe grant of ICllcrs-tnqtJlnwntnr>,
(It!ol3mcnllUYj a.JminhuDllon c.I.a.; a.Jmlnlurallon d.h.n.c.l.a.)
theron.
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2310 1.onr,H nllll Rlll1d
CI11'I1A1e. I'A 17013
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OATH 01<' PERSONAL REPRESENTATIVE
COMMONWEALTH O...I)ENNSYLVANIA } 8S
COUNTY 0... CUMBERLAND
The petilloner(s) ubove,nume<l swear(s) or urnnn(s) Ihllllhe stalemenlS In the foregoing pelltlon arc
trlle lm<l eorreel to Ihe beM of Ihe knowle<lge an<l belief of pelitloner(s) and thai as personal represen-
tatlve(s) of Ihe abo\'e <lece<lenl pelilloner(s) will well un<llruly u<lmlnlster Ihe eSlale according 10 law.
Sworn 10 or nmrmed nn<l 'Ubseri.be<l.1 /';", (,' i'i. (,. I, :' (/",. u ' .. '"
before me Ihls .'. -; day of _ ~'
""'" ", fC)9.+.4~ L a
~l'l'tlr"-I-I/L', JIlt r-7;1 7~.. a
RY C. LEWIS RI'~i"Ic".lj.. ~
If.) - ~.f - G' Ct' d.J I' ~., c~ I D - 7d - 3
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No 21'15-0'127
.
Estate of g I vy 1'. ell nl' I I>eceased
I>ECREE OF .)ROIIATE ANI> GRANT Of<' LETTERS
AND NOW FEBRUARY ?B. 19...2.6-. In con~lderatlon or the pellllon on
the reverse side hereor, satlsraclory proM having been Ilfcsenlcd before me.
IT IS DECREED Ihal the Instrument(s) dated NOVEMBER 8. 1989
described Ihereln be admllled 10 probale and n1ed or record a~ Ihe 10M will or III vy I'. C 1 f nl!
and Lellers Te..tnml!ntlU:,V
are hereby grantcd to C"'rloLLA '. IH-1J4...mn
U.
R.gl".. or Willi
MARY C. LEWIS
FEES
Probate, Lctlcrs, Etc. .........
Shorl Certlncales( 4) ... . ..... .
Renunciation . J.~l...........
25.00
12.00
10.00
S 1 ^TTORNUY ISup. CI. 1.1), No,'
teplen 8. Lipson 19453
169 I~est 1I11\h Street
^DDRIJSS
Corli..!e. PA 17013
249-3929
Flied
s
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s
S
TOTAL _ S 47.00
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Called attorney on 2-28-96.
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~OTICE-9~ nENEF~~1~u-1HtER&81-lN-EBTATE
BEFORE THE REGISTER OF WILl,S, COUN'!'\' of CUMBEHLAND, l'ENNS\'INANIA
IN RE: Estate of ELVY F. CLINE, deceased, NO, 21-95-0927
TO: Gregory L. souder
611-13 Lancaster Ave" 3rd. Floor
Reading, l'A 19611
please take notice of the death of decedent and the grant of
letters to the personal representative named beloW, \'ou may have
a beneficial interest in the estate as folloWS:
one-third share following deduction of $BOOO,OO specific bequest.
Name of decedent:
Last Known Address:
E1VY F. cline
529 W. Keller street
MechanicsbUr9, PA 17055
Date of Death:
place of Death:
December 2, 1995
HolY spirit Hospital, camp Hill, PA
cumberland
county of Grant of original Letters:
Decedent died testate.
A copy of the will is attached.
Names, addresses, and telephone numbers of all personal
representatives appointed:
carlotta A. Williams
2310 Long'S Gap Rd.
Carlisle, pA 17013
(717)243-1240
Names, addresses, and telephone numbers of all counsel:
stephen B. Lipson, Esq. 169 W. High st., ste. 4 249-3929
carlisle, pA 17013
Additional information may be obtained from the undersigned:
Date:
,c<:( ,.,.... , 1996
/=-~~~ /i.... 0',-,
'stephen B. Lipson, Esq.
169 W. High st., ste. 4
carlisle, pA 17013
phone: 717-249-3929
capacity: counsel for personal
representative
'"
~OTICE OF nENE~nL-IHr~REaT-XN ESTATE
BEFORE THE REGISTER OF WILLS, cOUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: Estate of ELVY F. CLINE, deceased, No. 21-95-0927
TO: Bert G. williams
2310 Long's Gap Road
Carlisle, PA 17013
please take notice of the death of decedent and
letters to the personal representative named beloW.
a beneficial interest in tho estate as follows:
$8000.00 specific bequest,
the grant of
YoU may have
Name of decedent:
Last Known Address:
Elvy F. cline
529 W. Keller street
Mechanicsburg, PA 17055
Date of Death:
place of Death:
December 2, 1995
Holy Spirit Hospital, Camp Hill, PA
county of Grant of Original Letters:
Decedent died testate.
A copy of the will is attached.
cumberland
Names, addresses, and telephone numbers of all personal
representatives appointed:
carlotta A. Williams
2310 Long'S Gap Rd.
carlisle, PA 17013
(717)243-1240
Names, addresses, and telephone numbers of all counsel:
stephen B. Lipson, Esq. 169 W. High st" ste. 4 249-3929
carlisle, PA 17013
Additional information may be obtained from the undersigned:
Date:
/'~I
.Y , 1996
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stephen B. Lipson, Esq.
169 W. High st., ste. 4
carlisle, PA 17013
Phone: 717-249-3929
Capacity: counsel for personal
representative
21 - 95 - 92 7
REGISTER OF WILLS 0..-( (~I!ll ;', 11/ 'I COUNTY
OATH OF SUnSCIUUlNG WITNESS
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the lesllll..t.:..~. sign Ihe '"l11e omllh;1I __.........-4 ' .- slgoed us II witness IIllhe
reqne't of le'llIl~ In h.c:'-". pre,ence IIml (1t1~1'f1!!elle".(lh'''elt~ (in Ihe presence of Ihe
olher subscribing wltne,,(es)),
S\\'orn 10 or offill11ed und ,uhscrihed hefore
Ole Ihls ~ ,7.{.. -1/ dny of
Ie' (.-', , ,. )' , ~9 7'('
<; /., "t..,., / > ./": :-.
/ '
~
/VVlIITt Y
_~I'.~~ 1/1.
(Nol11e)
,'.J l< /1" ,/ f I
1(, ....." " .,dAdan;!lil; 1/) /"/C:f
(Name)
NOTARIAL SEAL
STEPHEN 8, LIPSON. NolIII' PublIc .
C.~I.I. 8010. Cumbo~.nd CounlY
My Comml.1Ion EllP'''' Jon, 15, 2000
(Add,ess)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscrlher herelo, (each) being duly qunliried ueeording 10 law. depose(s) and say(s) Ihal
_ fnl11ilillr \\'lth Ihe slgnalUre of
codicil
lestal_ of (0I1e of Ihe subscribing witnesses (0) Ihe //\\' \I presented herewllh and
~ .---" codicil
Ihat belie\'e~lhe signature on the will is In the handwriting of
'-<
to Ihe best of
knowledge and belief.
"".
Sworn to or afrirmed and subscribed hefore
me this day of
19_
'.
(Name)
(Address)
Reglsler
(Name)
(Add,ess)
...-
pAST WILL AND TESTAMENT OF ELVY F. CI,ll!&
I, ELVY F. CLINE, of the Borough of Mechanicsburg, county of
cumberland, and state of pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this to be my Last will and Testament, hereby revoking
and making void all former wills by me at any time heretofore
made.
--
1.
I direct the payment of all my just debts and funeral
expenses as soon as conveniently may be after my decease.
2.
All the rest, residue and remainder of my Estate, real,
personal and mixed, whatsoever and wheresoever situate, I give,
devise and bequeath in three (3) equal shares to the following:
A. one (1) share to my daughter, carlotta A. Williams.
B. One (1) share to my grandson, Gregory L. souder.
C. one (1) share to my grandson, stephen L. Souder.
Should any of the above-named three (3) beneficiaries predecease
me and be survived by natural blood children of their own, then
such share shall go to those surviving natural blood children per
stirne~. Should any of the above-named three (3) beneficiaries
predecease me and not be survived by natural blood children of
their own, then such share shall be proportionallY divided
between the other surviving above-named beneficiaries.
3.
I nominate, constitute and appoint my daughter, carlotta A.
Williams as co-Executrix and my son-in-law, Ray M. souder, as co-
Executor of this, my Last Will and Testament. Should either or
both of the above-named co-Executrix and co-Executor be unwilling
or unable to serve as such for any reason, then I name as
alternate co-Executor or as sole Executor as the case may be, my
grandson, Gregory L. Souder. I further direct that they shall
not be required to file bond or other security in the Office of
the Register of wills for the purpose of administering my Estate.
1
....
---
<I .
Also, it has boen explained to mo by my attorney, Mr.
Shields, that tho Executors may choose their own attorney if they
so desire regardless of any directions I might put in my Will.
Nevertheless, I wish it to be known unequivocally that I want Mr.
Charles E. Shields, III to be the attorney for my estate because
he knows my wishes and understands my concerns.
5.
I authorize and empower my personal representatives, in
their sole and absolute discretion, to purchase or otherwise
acquire and retain any investments of which I die seized, or any
real or personal property of any nature; to sell, lease, pledge,
mortgage, transfer, exchange, dispose of, or grant options in
regard to any or all property of any kind forming a part of my
Estate for such terms and such prices as they may deem advisable;
to borrow money for any purposes connected with the protection
and preservation of my Estate; to mortgage or pledge any real or
personal property forming a part of my Estate; or to join in or
secure the partition of same; to compromise any claims or demands
of my Estate against others or of others against my Estate; to
make distribution in kind and to cause any share to be composed
of cash, property in undivided fractional shares in property
different in kind from any other share; and to execute and
deliver such instruments as may be necessary to carry out any of
these powers.
this
IN WITNESS WHEREOF, I have hereunto set my hand and seal
814 day of November, A.D. 1989.
G~1 r: {j~~
OJ
(SEAL)
2
- ~
REVISED NOTICE OF BENEFICIAL I~ST IN EST~
BEFORE 'I'HE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: Estate of ELVY F. CLINE, deceased, No. 21-95-0927
TO: Gregory L. Souder
611-13 Lancaster Ave., 3rd. Floor
Reading, PA 19611
Please take notice of the death of decedent and
letters to the personal representative named below.
a beneficial interest in the estate as follows:
One-third share.
the grant of
You may have
Name of decedent:
Last Known Address:
Elvy F. Cline
529 W. Keller Street
Mechanicsburg, PA 17055
Date of Death:
Place of Death:
December 2, 1995
Holy Spirit Hospital, Camp Hill, PA
county of Grant of Original Letters:
Decedent died testate.
A copy of the will is attached.
Cumberland
Names, addresses, and telephone numbers of all personal
representatives appointed:
Carlotta A. Williams
2310 Long's Gap Rd.
Carlisle, PA 17013
(717)243-1240
Names, addresses, and telephone numbers of all counsel:
stephen B. Lipson, Esq. 169 w. High st., Ste. 4 249-3929
Carlisle, PA 17013
Additional information may be obtained from the undersigned:
Date: ,1((. , / L. , 1996
- '
,---
stephen B. Lipson, Esq.
169 W. High st., Ste. 4
Carlisle, PA 17013
Phone: 717-249-3929
Capacity: Counsel for personal
representative
"M'" ,.
REVISED NOTICE OF BENEFICIAL I~EST IN ESTATE
BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA
IN RE: Estate of ELVY F. CLINE, deceased, No. 21-95-0927
TO: Stephen L. Souder
14 Rosepine Drive
Columbia, sc 29223
Please take notice of the death of decedent and
letters to the personal representative named below.
a beneficial interest in the estate as follows:
One-third share.
the grant of
You may have
Name of decedent:
Last Known Address:
Elvy F. Cline
529 W. Keller Street
Mechanicsburg, PA 17055
Date of Death:
Place of Death:
December 2, 1995
Holy Spirit Hospital, Camp Hill, PA
County of Grant of original Letters:
Decedent died testate.
A copy of the will is attached.
Cumberland
Names, addresses, and telephone numbers of all personal
representatives appointed:
Carlotta A. Williams
2310 Long's Gap Rd.
Carlisle, PA 17013
(717)243-1240
Names, addresses, and telephone numbers of all counsel:
Stephen B. Lipson, Esq. 169 W. High st., Ste. 4 249-3929
CarliSle, PA 17013
Additional information may be obtained from the undersigned:
Date:
,
f( I'
q'. . .' , 1996
.,..-:': .--
,
"
,.-
Stephen B. Lipson, Esq.
169 W. High st., Ste. 4
CarliSle, PA 17013
Phone: 717-249-3929
Capacity: Counsel for personal
representative
~.
.--
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fOR DAllS Of DIATH AmR 12131191 CHICK HlRt
If A SPOUSAL
POVIRTY CRtDIT IS CLAIMtD 0
IILINUMBtA'-" -------------
1~
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COMMOt~W(Al1H Of rumSYlVAtlIA
OlPAUMIH10r UV[HU(
Df". ,80bOl
HAUISIlURO,'" 17128.()M)1
(lEctOlN' t4AM I~A . III " "'.0 hllODlIlNI lA'1
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS) Cou~.}y CODE
- .--------...:" ---Vi(ll)l~jl:S'C'O~'lill-;:t;O~-('.~
0927
.... .N!!-"'BE~
95
>EAR
tlAffoT'."llt-~
529 West Keller Street
Mechanicsburg, PA 17055
c'~1~mber1and
L,nrdiVi.-il'i. ",,"U(1I0"'1
[] 3. R.mainder Relur"
- IIor dolU of death prior 10 12.13.82)
o 5. Federal E,tall To. Return Reqlllt.d
Cline E1v
'OCI"lIolCUJUn ,~u~'lII.
F.
DAn Of c:iA1H-.--
160-07-9351 12/02/95 05/19/16
I" ,,'PI"j,..II\.U....,..O I'OUU" ...."'111"". ...U u.O..'tlOlt "I,II.U !.OCt..., ucuun liUMUI
rn 1. Original Return
o 4. lImlled Ellal.
o 2, Suppl11m~nlol Rlllurn
_ B. TOlol Numb., 01 So" Oepo.il8o..'
'; :, : ~
169 w. High Street, suite 4
Carlisle, PA 17013
( 11 .6.49.0.0...00.
121-
(3)
14)
(51 .5Jl.:z..a..o.l
161
(71
19133515.42
110) 6772.19
IB) $90776.01
(11) $42267.61
1121 $46490.40
(13) 0.00
1141 _$.A.ll.4.9JldO
o .40. future Into,,,1 Compromit.
(for dOl" 01 death oh., \ 2.12.821
Ba b. Oondenl Died l"lot. 0 7. DII(.dent Maintained 0 living Trull
(Anoth copy of Willi (Allech copy of Trull)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
NA.ME COMPUI( MAI\lNQ ACO'U'
ste hen B. Li son
nll.HONE NUMIU
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1. Reol estate tSchedule AI
2. Stoc"', and Bondi (Schedule 81
3. Clolely Held Sloc""Parlnenhlp Inlerlll (Schedule C)
4. Morlgages and NOI" Receivable (Schedule 01
5. Calh. Bon'" Deposill & Miscellaneous p"sonal Property
(Sch.d"l. E)
6. Jointly Owned Property (Schedule F)
7. Tranof", (Sch.d"l. GIISch.dul.l)
B. Talal Groll Auel' (lolaIUn" 1.7)
9. Funeral Expen"s. Admlnlltralive Colli, MhceUaneaus
eapense' (Schedule H1
10. Debts, Mortgage liabilitie" llenl (Schedule I)
,1. Talal Deductions (10101 lines 9 &. 101
12. Net Value of E,tote (Une 8 mlnulllne 11)
13. Charitable and Governmental BequlIll (Schedulo Jl
lA. Ne. Value Sub ed 10 Tall. (line 12 mlnu' line \31
15. Spousal Tronlle,. (far datel of death oftor 6.30.941
See Inslructlonl for Applicable Perunlage on Reve"e
Side. (Include valu" Itom Schedule K or Schedule M.l
16. Amount of lint lA taxable 01 Mb role
(Include valu" from Schedule K or Schedule M.I
17. Amounl of lint 14 laxable at 15% 10'e
(Include volu" from Schedule K or Schedule M.)
,
lB. Principal tax due {Add tall. Itom lInll 15. 16 and 17.1
19. Credil, Spoulal Poverty Cfldil Prior Paym.nts
+ 0.00
1151
116146490.40
0:00
)(._=
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)( ,06 =
j 2909.43
0.00
117)
)( .15 =
11BI $ 2909.43
+
Discount
0.00
Inlerlll
0.00
(191
1201
20. If line 19 Is greal" Ihon line 'B. enlet Ihe diff.renc, on line 20, 1h1l 11 lhe OVERPAYMENT.
a D,tllT:!":l~lI'I".I"'I'I'.".'.I'I"'''~'IIIUIiI'IIIl'lnr.r.n...J.j',...... ...Utl!.l'J....I.1
(21)
121A)
121B)
$ 2909.43
0.00
$ 2909.43
21. If line 1B Ii 9r.o'" than line 19. enler the difforenn on line 21. Thl, II Ih, TAX DUE.
A. E,,'" ,he Inl.,..t on ,he balance due 0" line 21A.
8. En'" ,he tolal 01 Line 21 and 21 A on U", 218. This II th. BALANCE DUE.
Male. ChICk Payobl. tOI R.gltler of Will., Ag.nt
V.\-;:'t~}.~ '>llP'J<:~ :;:::" BE SURE TO'ANsWER ALL QUESTIONS .ON'REVERSE SIDE AND TO REcHECK:MATH~'( ,,:..,(~~\'.;' 'i-\W!.':i'M~
Undor p.nahl.. 01 p.'lury, I d.c1are that I h... ..amin.d thil ,.'urn, In""ding acc.mp.nylng "h.dul.. and .tal.m.nll, .nd '0 ,h. b.,t.1 my In.wl.dg. and b.II.I.
III. tru., corr." and campl.t.. I d.c1a,. thaI all ,.01 "'01. ha. boon rop.,IId at I,u' maik" .alu.. Dotla,.lion .1 propa'" olh" Ihon tho p....nalr.p'...nt.tl.. 10
bOled on olllnformollan of which pr.porer ha. ony knowledge.
''ti~~';:;;:';!.'~:'r;'J!;~::'"fP~~ff ,;~~:~': .f . /.Y (!,~ t!..:Pi, ,~/;' ;/~';" O".~/~/~i/;l4'
.IONAtUIIf 0' Pl(PAln OtHtI tHAN IltlU U,tIV( ADD u. DAn
/ ,. ,. c' /; /'.,
_:-.oc..... _.' . "" //. .' " ,. .. . " , ":/1 /~. . .",' /.' 'c'
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~iilW.u.: SCHEDULE A
mATE :~~~~\~;~.~I~\{:fM~~mANlA L. R~A~;:T:~:" ..... ...I"~FiLENUI.WER=="~~=="='"==
Cline, Elvy F. 21-95-0927
(Prop.rly lolnlly-own.d wllh RighI 0' SurvivorshIp mu.' b. dl"lo..d;.;s~h;;i;;i;'Fi AII';~;;i';;;;'; .hould b. reporl.d 01 lolr mark., valu;
which I, d.fln.d a,lh. price 01 which prop..'Y would b. ."hang.d b.lw..n a willing buy.. ond 0 willing nil.., n.llh.. b.lng comp.lI.d
to bu or ..II, both having ,ealonabl. knowl.dge of the ,.Ievan' ract~~.___._
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
Of DEATH
I.
All that certain lot of ground situate in the
Borough of Mechanicsburg, Cumberland county,
Pennsylvania, together with the one-story brick
dwelling located thereon, known and numbered as
,529 west Keller street, Mechanicsburg. This realty
was sold through the services of a realtor, with
settlement occurring on March 1, 1996.
~-
$84,900.00
AI....UOO I'" (7 q~1
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fORDATtS Of DtATH AnIR \2131/9\ CHtCK HIRt
If A SPOUSAL
POVtATY CRtDIT IS CLAIMID n
;ILINUMBIR' u_.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
...
ili
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COMMOt4WI,lllH Of PlNNlt'fIV,lNIA
DIPAA1M(NI Of A(V(NU(
01" 110601
MAUIUUIlO.'1t. 171}IE60l_ ___~
OleIOIN' ""Ill IlA~ .llt~ ,AND MlllOt( I'~I IAII
Cline E1VY..S~-J- -.----.----~-... -----.-
iOCIAl ueUI11' HUM III OAlI 01 Of AI.. OAt( Of Iltllt.
160-07-9351 12/02/95 05/19/16
,.. ......,,".""......0'" i...".... "'" ",-;;;;';0;;;,,,... __.]'~~::'U.;ifi..Vii".-
DO 1. Original RehHn [J 2. Supple menIal Return
529 West Keller Street
Meehan icsburg, PA 17055
'O"O'f Cumbor1and
-- 'iMout~r,jdlVtDIfITit~-~1iue"oNsl
,.---- ---.--.--
r'J 3. Remainder R,turn
- (lor dates of deolh prior 1012.13.021
[1 S. fede,al Eslote To.. R,lurn Required
95
YEAR
lJf(llJUj
21
couln~ COD E._
(0""1( TI ADOII U
0927
NUMBER
[J AD, Fulure Inler,,' (ompromi"
Ifo, doles of death alter 12-12.821
63 6. Deced,nl Di.d Teslate [] 7. Decedent Mainlalned a living Trult
(Allach cop)' of Will) (AlIach copy 01 Trustl
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
o 4. limited Eslol.
_ B. Tolal Numb" 0' Safe Oeposit Bo.e.
:illS
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eOMPllU MAIIINO ADDIIU
NAME
Ste hen B. Li son
lmPHo"r"UIllUI
(717 1249-3929
169 W. nigh Street, suite 4
Carlisle, PA 17013
(11.6;1900._00 ______.
(21..----.---.-
(3)_______
(A) ____ ____.__
(5) _s,O.7-8...01______
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I. Real Ellale ISc.htdule A)
2. Stach and Bonds ISc.hedule 81
3. Clollly H.ld Sloc.UPo,lnenhlp Inl".st (Sc."edule q
... Morlgoges and Nolel Receivable (Schedule 01
5. Cosh, 80n. Cepolill & Miscellontous Penonal Propttl)'
(S,h,d,I, EI
6. Jolnll)' Owned Properly (5th.dule FI
7. Tranl'enISch.dul. 0) (Schedule l)
B. Tolal Gran Anets 110101 Un.. 1.7)
9. Funeral hpenlll, Adminlslrative Casu, Mhcellaneoul
E.penles (Sthedule HI
10. O.bh, Morlgag. L1abilitiel. litnl (Sth.dule I)
11. Tolal D,ductlons {Iolal L1n.. q & 101
12. Nel Volu. of Ellote (line 8 minus line' ')
13. Charitobl. and Governm.ntal 8equellllSchedule JI
104. Nel Value SubllCllo TaJl (line 12 mInus line 13)
15. Spoulol Tranl',rs (fa, dol.. of d,ath after 6.30.9.4)
5.. Inllructionl for Appllcoble P"centage on R,vlltl. (15)
Side. (Include voluu from Schedule K or Schedule M.I
16. Amounl of lIn. 1.4 'aJlable 01 6% rale
(Includ. "olues from Scl1.dul. K 0' Schedule M,)
17. Amounl of line 1.4 .c..cbl. 01 15% rat.
(Includ. vol",,, 'rom Scl1.dul. K or Schedule M.)
18. Prlndpollox due (Add 10.. from lln.s IS, 16 ond 17.)
19. ("dih Spoulol Poverl)' Credi. Prior Parmenll Ohcounl
+ 0.00 + 0.00
20. If line 19 Is 9reole, .hon line 18, enter Ih. diUer.nce on lIn. 20. Thl.lllh. OVERPAYMENT.
gO
2909.43
0.00
2909.43
(6) __
(71 __
(81 $90778.01
(911).515.42
(1016772.19
(II) $42267.61
1\21 $46490.40
(\31 0.00
(lAI J.!lJJ.1..9.D_.AO
)C._a
(161 464JliL..10
0;00
>< .06 = _$-2,909.43
><.15= 0.00
(17)
z
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0.
S
o
u
(18) _L~_09. 43
Inl"..1
(19) JLJtO
(20)
~
...
Check he'o II you are ,cquo.ting 0 .ofund of your o\lorpaymont.
(211 $
(21AI
(218) ..$
21. If L1n. 18 Is greoler thon lIn. 19, .nler Ihe differ.nce on line 21. This Is Ihe TAX DUE.
A. Enler Ih. Inler..t on Ihe balance due on lIn. 21 A.
8. Ent.r Ih,lolol of Une 21 and 21A on line 218. Thl, II the BALANCE DUE.
Make Ch.ck Payable tal Regllter of Willi, Agent
1Jfi~ . ~ .'\' BE SURE,TO'ANSWER ALL' QUESTIONS ON REVERSE SIDE AND TO RECHECKiMATH~: ~: ii _
Under p.nalll.. 0' perjur)', I d.c1are Ihat I have exomin,d Ihl, "Iurn, Including accompanying schedul'l and Ilalemenll, and 10 111. best of my .nowl.dge and belief,
It II Iru., corr.ct and compl.le. I declare thai 011 ,eo I ellol. has been ,eporled at 'rue mar~'l value, Declorollon 0' pr.parer olh" than ,he perlonal representoll"e I,
bOlld on olllnformaHon of which pr.parer has any knowl.dge.
ilGNA1UU 0' PlIloON 1"'ONSlllf IO~ rtLl'iO. II1U1H7/-' APOIIU _ DATl
A .. d' ' / .'/ /-A ".r I- " I" 1/ ,. , / ;>/
t:..lLt , /r.- Ii. ~-:/r'r. ',lll. tI'-; .:":1:,. v"l"" . ~/. ,. .I J ..-I (&o//.~ ,;,./ ~}'<!/ .J /'..:1.',/ 9~.
I ilGNA1UI~ 0' PlrrAIU OfHU !HAN U'IU 'AI....! ADD In /./ DAIl . .: /) /",.1~,:::'/
Ree,;';o'
Rc,,!,l'
.,~. ~ (It
", \;.iii~
'96 rl~Y 28 Pl2 :45
ClorV"'"
cun"'l ''''',.
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Act #48 011994 provide. lor Ihe reduction of Ihe lax ralel Impaled on Ihe nel value of Iranslen 10 or for
Iho un of Ihe IpOUIO. The rolel 01 prelcrlbed by Ihe IIalule will bel
. 3% (.03) will b. applicable for ellale. of decedenh dying on or alter 7/1/94 and belore 1/1/96
. 2% (.02) will b. applicable for ellalel of decedonh dying on or alter 111/96 and bofore 1/1/97
. 1% (.01) will bo applicable for ellalel of decedents dying on or alter 1/1/97 and before 111/98
. Spoulallranlfen occurring on or altor 1/1/98 will bo exempl from Inhorltance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.--) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old docedont make a tranller and:
a. retain the uso or Inca me of tho property translorred, .......................................................
x
b. retain tho rlghl to designate who shall use tho properly translorrod or its income, ...............
x
c. retain a revorslonary interest; or ...................................................................................
x
d. receive the promise lor lile 01 ellhor payments, benolits or care~ .......................................
2. If death occurred an ar bolare December 12, 1982, did deced.nt within two yoars prec.dlng
death transler property without rocelving ad.quate consldoratlon' II doath occurred oher
December 12, 1982, did doced.nt transler property within one y.ar 01 d.ath without receiving
ad.quate consideration' ................................................................................................,..
x
x
x
3. Did docedent own an 'in trust lor' bank account at his or hor d.athL....................................
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
II\tUO.I" IJ.'"
J
SCHEDULE E l
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY Plea.e P,lnl 0' Type_
FilE NUMBER
21-95-0927
.
COMMONWfAUH Of r(NN'YLVANIA
INHllnANCltAX UIU"N
.nlDINt DICIDINt
ESTATE OF
Cline, E1Vy F.
IAlI p,op.rtv lolnllVoDwn.d with the Right Df 5urvlvDuhlp mutt b. dluloud on 5ch.dul. fl
N~lJ.~ER DESCRIPTION
1. Reimburement for pre-paid realty taxes, sewer &
water
2. TV Cable - refund of deposit
3. Household furnishings - auction sa10 by Brickers
Auction House
4. Mellon Bank, N.A. - account no. 000-258-7541
5. Bell Atlantic - refund of deposit
6. Hutter Agency, Inc. - refund of prepaid home-
owner's insurance
7.
Mellon Bank, N.A. - refund on loan payoff
TOTAL Also enle' on line 5, Reea
(Allach additIonal 8V,- lC 11- ,he." II ma', 'pat. II "..d.d.)
VALUE AT
DATE OF DEATH
$357.81
$ 39.32
$1400.00
$3926.05
$ 15.51
$137.00
$ 2.32
5:5878.01
~1't'Ulll.. 11IMl
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELL~N~~~.S~~PENSES ~. ~!8Dle Prl~1 or Type
] FILE NUMBER
21-95-0927
.~-~_. ~. ._-~ ...
DESCRIPTION AMOUNT
.
COMMONW[AUtt Of '(N'~$YlVANIA
IWl(RlTAUC[ lAX UIURH
RUIO(NI O(((O(t~I__.__
ESTATE OF
Cline, E1Vy F.
ITEM
NUMBER
A. Funeral Expenses:
1.
Ma1pazzi Funeral Home, Mechanicsburg, PA - service,
casket, etc.
$5210.70
2. Gingrich Memorial, Mechanicsburg, PA - engraving on $ 60.00
tombstone
B.
C.
1.
Admlnl.tratlve co.t..
Personal Repre.enlotive Cammilllan. Ca r10tta' A. Wi 11Jams
Social Securily Number of Personal Repre.enlolive:
Year Com million. paid 1996
RQ.6H....... $4544.57
2.
Attorney Fee.
Stephen B. Lipson
3.
Family Exemption
Claimant N . A .
Addre.. 01 Claimant 01 decedent'. death
Street Addren
City
Slota
Zip Code
Relationship
4.
Regiscer of Wi11s- initial granting of letters
Probate Fee'Register of IH11s - new letters issued
Register of Wills - filing of inheritance tax
Mlscelloneou. Expen.... return
Charles E. Shields, III, Esq. - Legal fees
1.
2.
Cumberland Law Journel - advertising of estate
Patriot News Co. - advertising of estate
3.
4.
Barbara Carl (purchaser of realty) unpaid taxes
Mellon Bank - Mortgage on realty
Barbara Carl - Closing cost credit
s.
6.
7.
Recorder of Deeds - 1% transfer tax
B.
Secured Land Transfers - disbursement fee, notary
feer etc.
. ac ed List
TOTAL (Also enler on line 9. Recopilulation)
(If more space I. nuded, In.ert additional .heetl 01 lame II...)
$2200.00
$ 220.00
$ 47.00
$ 15.00
$ 300.00
$ 40.00
$ 46.19
$ 52.47
$9370.65
$1500.00
$ 649.00
$ 69.50
533515.42
Cline - Schcdule II (Continucd)
9, Bowers Pest Control - termite ccrtilicate
$30.00
10. American Home Shield - home warranty
$330.00
II. J.L. Ruth Electric, Inc, - electrical work to meet Code
$1441.50
12. Commonweallh Code Inspection - Iinal illspeclion
$75,00
13. Jack Gaughen Reallor - commission
$5943.00
14. Mellon Bank, N.A. - service charge on estate account
$16.00
"
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I
I
,
., i
,
I
!
,
15. Mellon Bank, N.A. - charge for 50 checks (estate acct.)
$4.95
16, AT&T - long distance calls for executrix
$39.88
17. Mellon Bank, N.A. - monthly payment on home equity loan
$139.75
18. UGI - gas service (heat) to decedent's realty
$110.42
19. Borough of Mechaniesburg - sewer/refuse to decedent's rc.11ty
$70.70
20. Bell Atlantic - phone service to decedent's realty
$25.42
21. Penna. Power & Light- electric service to decedent's really
$42.89
22. Karl Stine - removal of trash from decedent's really
$75.00
23. Bell Atlantic - Iinal phone bill
$19,22
24. Mellon Bank, N.A. - monthly payment on home equity loan
$139.75
25. UGI - gas service to decedent's realty
$156.03
26. Penna. Power & Light - electric service to decedent's realty
$31.58
27. Robert Brown - snow removal at decedent's really
$100.00
28. United Water of PA - service to decedent's realty
$42.07
29. Penna Power & Light - electric service to decedent's really
$14.98
30. UGI - gas to service decedent's re.1lty
$140.10
'lyUIJII.IUSI
'*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
COMMONV.'IAllH Of 'ltlN,nYANIA
INHUltANU IAI '"l1U,
""OINttlIUtlltd
ESTATE OF
Cline, E1vy F.
PleDI_e Prl_nt.~r IyP'!______._.
FILE NUMBER
21-95-0927
ITEM
NUMBER
DESCRIPTION
\, Bert G. Williams - loan to decedent
2. Sammons Communications - for cable service prior
to death
3. Bell Atlantic - phone service prior to death
4. UGr - gas service prior to death
5. Penna. Power & Light - electric service prior to
to death
6. Lenkerbrook Farms - milk delivery prior to death
7. I-Iayne Martens - lawn care
TOTAL (Aho enler on line 10. Recopllulollonl
(tI mote space js needed, inle,' addi/jana' sheels 01 lame Ii,e.'
AMOUNT
$0519.91
to $ 19.90
$ 29.12
$ 77.61
$ 95.87
$ 4.70
$ 25.00
S8772.19
-
.
M WI' 14 J..lJ.W11:11L'1:fDTAt1llliT...Qf.Ji IN y ,.'....Q1dHJ:;
I, ELVY F. CLINE, of tho ilorough of Mochanicsburg, County of
Cumberland, and state of Pennsylvania, baing of Sound and
disposing mind, memOl"y and Understanding, do make, pUblish and
declare this to be my Last Nill and Testament, hereby reVoking
and making void all former IHlls by me at lIny time heretOfore
modo.
1.
1
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I direct the payment of all my just debts and funeral
expenses as soon as conveniently may be after my decease.
2.
'j'
All the rest, residua and remainder of my Estate, real,
personal and mixed, whatsoever and Wheresoever situate, I give,
devise and bequeath in three (3) equal shares to the fOllowing:
A. One (1) share to my daughter, Carlotta A. IHlliams.
B. One (1) share to my grandson, Gregory L. SOUder.
C. One (1) share to my grandson, Stephen L. SOUder.
ShOUld any of the above-named three (3) beneficiaries predecease
me and be survived by natUral blOod children of their own, then
SUch share shall go to those surViVing natural blOod children per
stirces. ShOUld any of the above-named three (3) beneficiaries
predecease me and not be survived by natUral blOod children of
their own, then such share shall be proportionally divided
be two en the other surviving above-named benefiCiaries.
-'j
3.
I nominate, constitute and appoint my daughter, Carlotta A.
Williams as CO-Executrix and my son-in-law, Ray M. SOUder, as Co-
Executor of this, my Last Will and Testament. Should either or
both of the above-named CO-Executrix and CO-Executor be unWilling
or unable to serve as such for any reaeon, then I name as
alternate CO-Executor or as sole Executor as the case may be, my
grandson, Gregory L. SOUder. I further direct that they shall
not be required to file bond or other security in the Office of
the Register of Wills for the purpose of administering my Estate.
1
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. . --.----..------
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4.
Also, it has been explained to me by my attorney, Mr.
Shields, that the Executors may choose their own attorney if they
so desire regardless of any directions I might put in my Will.
Nevertheless, I wish it to be known unequivocally that I want Mr.
Charles E. ShieldS, III to be the attorney for my estate because
he knows my wishes and understands my concerns.
5.
I authorize and empower my personal representatives, in
their sole and absolute discretion, to purchase or otherwise
acquire and retain any investments of which I die seized, or any
real or personal property of any nature; to sell, lease, pledge,
mortgage, transfer, exchange, dispose of, or grant options in
regard to any or all property of any kind forming a part of my
Estate for such terms and such prices as they may deem advisable;
to borrow money for any purposes connected with the protection
and preservation of my Estate; to mortgage or pledge any real or
personal property forming a part of my Estate; or to join in or
secure the partition of same; to compromise any claims or demands
of my Estate against others or of others against my Estate; to
make distribution in kind and to cause any share to be composed
of cash, property in undivided fractional shares in property
different in kind from any other share; and to oxecute and
deliver such instruments as may be necessary to carry out any of
these powers.
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this
IN WITNESS WHEREOF, I have hereunto set my hand and seal
~/4 day of November, A.D. 1989.
G .fU-<-1
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Signed, sealed, published and doclarod by tho above-named
ELVY F. CLINE, as and for her Last Will and Testament, in tho
presence of us, who at her request and in her presence, and in
the presence of each other, have hereunto subscribed our nomes as
witnesses.
eAm }( ~Od. .'
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~'::I~:;~1~t?~~r!r~:~:rr~=:~~~I~~:~~:~:::::STATITAx'" '. ":W
RECEIVED FROM,
&
ACN
ASSESSMENT Ii'
CONTROL ~
NUMBER
AMOUNT
LIPSON STEPHEN B
169 W HIGH ST SUITE 4
Ivl
.~,'10"'.'t~
CARLISLE, PA 17013
loaD HII' _
ESTATE INfORMATION,
I!:'I fiLE NUMBER
~ 21-1995-0927 SSN 1S0-07-9351
~ NAME Of DECEDENT (LAST) (fiRST) IMI)
GI CLINE ELVY F
II DATE Of PAYMENT
EI POSTMARK
COUNTY
I
i
I
CUMBERL ND
DATE Of DEATH
,
.1
E
m TOTAL AMOUNT PAID
.2.909.43
VZ
REMARKS
SEAL
CARLOTTA A WILLIAMS
C/O STEPHEN B LIPSDN Ese
CHECK" 113
REGISTER OF WILLS
( )/ ... "./
RECEIVED BY l/lli//." ( ,', '.- "I j
t j $ GN"'~URE./ -_'':-
. . / / .' I Ii" '1
MARY C. LEWIS . .' ./c',. 1'1 (..--
REGISTER OF WILLS j
,<
. .
----
,
__:._.___':-c.4.............._...~... a,i'-f-,r ..;..
,
,
TravelersBa n k
'/. I (' -
^ M""'!>","f 1'/11'1' 1'/:\' 110/(1' J
Ib _'11-1
d,1.LI
Trlvele,. Dink
SUllO 300
4401 OllfclllY 00...,"1 011\00
Ch.Hlol1o. t~C 28209.4[100
800.772.771.1
STATEMENT OF CLAIM
April 25, 1996
00 ~ :r.lffil
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Register of Wills
Cumberland Co, Coull
1 Coullllouse Sqnre
Carlisle, I'^ 17013
RE: Elv)' F. Cline
Date of Death:
Account number: S308 9718 30016994 Type ofuccount: MasterCnrd
Amount of clolm S 468.24
By this letter. we ore mnking c1nim ngninstthe ubove-cuptioned estnte. The clnim is bnscd upon n
promissory note for n revolving ehnrge account.
Any check from the estnte for pnyment of this debt should bc made pnynble 10 "Travelers Bnnk" nnd
moiled to the nddress nbove.
If you hnve nny questions or need nny udditionul inlimllntion plense cnIl800/772-7774.
melY, ~
Myral~
Credit Specialist
This is to ccrtify thut Myra Roberts pcrsonlllly nppcllrcd before me Thursdny, April 25, 1996 nnd
executed Ihe foregoing document.
Stnte of North Carolina
County of Mecklenburg
Notnry Public
My commission expires: Deccmber 26, 2000
,~~
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REV.1547 EX AFP 112-951*
cmUlllNWf "lilt Of 1'1 NHnt VANIA
IlIJl.lII'MINI or P(VIHIlI . ~Io.
BUII1AU OJ INlllv!ntJAI '''_Ii I. .. I"
lit "I, ;'lIOfJOl 1.
IlAIlIlISIIIJIlG. 11' 1/1:11 OMI .
ESTATE"'OF..tnNr"'~"'"''''''''tLVY'''' ..
DATE OF DEATH Il-02-95
ACN
101
NOTICE OF INItERITANCE TAX
APPRAISUUNT, AllOWANCE OR DISALLOWANCE!
Of DEDUCTlDNS AND ASSESSMENT Of TAX j' DATE 09 - 02" 96
'r-''''~'''~'FlLE'No~.L"" '-ir"9Fd9W~"'"
COUNTY CUMBERLAtIO
, NOTE I TD INSURE PRDPER CREDIT TD YOUR ACCOUNT. SUBMIT TltE UPPER PDRTlDN Of TNIS rORM WITIt YOUR TAX
PAYMENT TD TIlE REGISHR Df WILLS. MAKE CItECK PAYABLE TD "REGISTER OF WILLS. AGENT"
REMIT PAYMENT TO:
STEPHEN B LIPSON
STE 4
169 W IUGH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
r-'-A;;QUnth"8".l t t;d-~
I=~~="-~=~~~"""- ~
, I
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CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
R 'EV: iS4-j- E'l["iiFii - n 1f: 9S T. iioYi C E - .(iF" "iNti ER i f AiicE - Y Alt A-ppiiii i SEifEiiT.; -j. i. rowA iic E - OR.. -" - -.."" -"" - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CLINE ELVY F FILE NO. 21 95-0927 ACN 101 DATE 09-02-96
TAX RETURN WAS I (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I E.t.t. ISchedul. AI (1)
2. Stocks and Bonda ISchedule 81 12.
S. Clos.ly Hdd stock/Partnarlhip Interast ISchedule CI (31
4. Hartg.u.s/Nota. Rac.lvabl. ISchadula 0) (4)
5. Cash/Bank Oeposits/Misc. P.r~onal Property ISchedule E) (5)
b. Jointly Owned Property (Schedule f) Ib)
7. Transfers ISchedul. 0) (71
8. Tohl Asse"
I CNANGED
84.900.00
.00
.00
.00
5.878.01
.00
.00
IB)
90.178.01
APPROVED DEDUCTIONS AND EXEMPTIONSI
9. Funeral E..penses/Ad". Cosh/Misc. E_pans.s (Schedule to II})
10. Debts/Mortuaua Liabilities/Lians ISchadul. IJ nO)
11. Tot.l Deductions
12. Net Value 01 TB. Return
U. Charitoble/Governlll8ntel Oeque.ts (Schectule JJ
14. Net Value 01 Est.te SubJact to fa_
33.515.42
8.172.19
IIIl
1121
1131
114)
(.? ?R7 Ii. 1
48.490.40
.00
(.0,(.90.(.0
NOTE I
If an assessment was issued previously. lines 14. 15 and/or 1&, 17 and 18 will'
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENJ OF TAX:
15. A~ount of Lina 14
16. Amount of Line 14
17. A~ount of Lina 14
18. Principal Ta.. Due
8t Spousal
t...ble at
t..able at
,00
48.490.40
,00
r.t.
Lin..l/Class A rat.
Coll.tar.l/CI.ss D r.t.
X .00=
)( .06=
X .15=
liB I
.00
2.909.43
.00
2.909.43
liS!
Ilbl
1I7l
TAX CREDITS:
PAYMENT
OATE
-05-28-96
RECE~ DISCOUNT
NUMBER I INTEREST
AAl \-2876
1'1
(-I
-.----:00- .
AMOUNT PAID
2'-;-90-cj-:-4-3-
. IF PAID ArTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Dr AODITIDNAL INTEREST.
,
,
I
TOTAL TAX CREDIT"1~--2~909. 43
BALANCE-OFTAX- ~Y~I~_ .00
INTEREST AND PEN. .00
--------"---_._.~~- -.-
_.___.:r.OT-"-L_.o.~_~___L . 00
( If TDTAL OUE IS LESS TItAN U. NO PAYMENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY DE DUE
A REFUND, S[E REVERSE SlOE OF TltlS fORM FOR INSTRUCTIONS. I
RE5[RVATIDHt
PURP06E OF
HOUCt,
PAYKEHI,
REfUND CCRJI
rJ
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.
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rc 00
[,t.ta, o' d.c.d.nt, dwlng on or bafora O.c..b.r II, 1911 .. I' anw future Int.r.,t In the .,t.t. I. tran,'.rr'd
In po.....lon Dr enJoy..nt to CII.. . (coll.t.r.11 ben.llcl.rla. 01 Iha d.c.dant .It.r the ..plr.llon 0' any ..1.1. lor
II', Dr for y..rt, the Co..onw..llh her.by ,lIpr...ly r...rva. the right 10 appr.l.a ~ II..... trln"ar "\herltanc. ,....
at tha I.~ful CII.. . (coll.t.r.l) rata on anv .uch lutur. Int.r..t,
To 'ulflll tha r.qulr...nt. of S.ctlon ')~O of the Inh.rlt.nca and [.t.t. f.. Act, Act " of 19'1. " P.S.
S.ctlon tlU.
Datlch the top portion 01 thl. Hotlc. and .ub.lt ~Ith your p.y..nt to the R.gl.t.r 0' Will. prlnl.d on Ih. tavar.. .Idl.
.'"_a chick or .0nlY order PIY.bla tOI AEOISTER OF MILLS, 'PEHT
All p.y..nl' rac.lv.d .h.ll flr.t ba IIPpllad to any Inl.r..t Which '.y b. due with any ra..lndar appll'd to tha ta..
, ra'und of . t.. cradlt, which w., not rlqua.lad on tha ,.. R.lurn, ..v b. raqua.t.d by co~latlng an ~Appllc.llon
for Rafund of P.nn,ylv.nl. Inh.rlt.nc. and E.lat_ f..~ (REV.IJIJJ. Appllc.tlon. lira Iv.ll.bla .t the Offlc.
of thl R.gl'tar 0' Will., any of tha 2J Ravlnua DI.trlct Of,lca., or by cllllng tha .p.cl.1 2"hour
an.~.rlng .arvlc. nuabar, 'or 'or.. ord.rlngl In P.nn.ylv.nl. l-aOO'J6Z.l0S0, Dut.lda pann'ylv.nl. and
within loul tlarrhburll ar.. (117) 111.109", TOO' 11111 11Z.USl Olurlng I'Pllred Dn1y).
OBJeCTIONSI Any p.rty In Int.r..t not ..tl.fl.d with the .ppr.I....nl, .llo~.nc. or dl'allo~enca 0' d.ductlon., or ........nt
0' ta. I Including dl.count or Inter..tl .. .ho~n on thl. Nollce .u.t obJ.ct within .1.ly (601 day. of r.c.lpt of
thl. Hotlce bYI
AD"IN
ISTRAIIVE
CORRECTIONS,
DISCOUNT.
PEHAL IVI
IHTERESI.
..~rlttln prot..t to the PA D.part..nt of R.V.nul, Boerd of App.als, D.pl. 2aID'I. tlarrlsburg, PA 11121.1021, OR
".I.ctlon to have thl .atter d.taraln.d .t audit of the accounl 01 Ihe p.r.on'l repre..nlaUv., OR
...pp..1 10 the Orphan,' Court.
r.ctu.l .rror. dl.cov.r.d on thl. ft.......nl .hould b. .ddr....d In ~rlllng 101 PA D.part..nt 01 A.v.nu.,
Buruu of Individual Tn.u, AnN I po.t A......."t A.vl.w Unit, D.pt. za0601, IIl1rrhburg, PA 17111'060t
Phon. 1717>> 717'6S0S. S.. pag. 1 01 the bookl.t "In'Irucllon. 'or Inh.rllanc. la~ R.turn for II Aa,ld.nt
Dlc.d.nt" IRLY'UOlJ for an .~plal1.Ilon of .dalnhtratlv.h correctable atrors.
If any Ill. due It paid within Chree U>> cahndllr "onth. aftar the decad.nl'. dnth, a flv'rar'unt CSlO dl.count 01
th. I.. Plld It nllo~.d.
Th. IS;( ... .."lIly non'partlclplUon penaltv II co..put.d on the totll 0' Ih. t.. and Intlr..t .......d, and not
Plld b.fore January la, 1996, Chi first d.V IIIt.r Ih. und of Ih. tu ,,"nllty parloll. This non-partlclplIUon
~n.IIv I. .pp..llbl. In the .... .ann.r nnd In th. Ihe .... tl.. p.rlod a. you ~ould .pp.al the I.. anll Int.r..t
Ih.I h.. bun .......d a. Indlc.I.d on Ihls notlc..
Int.re.t I, charg.d b.glnnlng wlCh first day 01 d.llnquency. or nln. (9) "onlh. and one (I>> day Iroll Ih. d.t. 0'
d..th, 10 Ihl dll. 0' p.y".nt. Tau. which b.c... d.llnquent b.forl JanUlry I, 1911 b..r Inl.rut lit Ih. r.l. of
Ilx 16X) p.rc.nl p.r annua calculat.d .t II d.l)y r.t. of .000164. All 1...1 ~hlch b.ca". d.llnqu.nt on and .ft.r
January I, 1981 will b.ar Inl.r..t at " ral. which will vary fro. calandar y.ar 10 c.l.nd.r ye.r wllh Ih.I rat.
announc.d by Ih. PA D.part.ant 01 Aav.nu.. Th. appllclbla Int.r"I ratal for 1912 through 1996 ar"
!!!! Inl.r'.1 R.I. Dally Inlar..1 raclor ~ Inlar..I A.t. O.lly Inlar..t "actar
1911 ... .ODOS"I 1911 OX .000:"7
Inl 16X .000..1& 19a1.1991 1I:C .000101
In" lIX .000Jat 1992 OX .000:'"
Ins U:C .OOU~6 1"1.199" IX .000191
1916 IO:C .00U211o 199~-19'f6 OX .0002'"
"Inl.ra.t I. c.lculal.d .. lollow..
INTEREST' BALANCE Dr TAX UNPAID X NUNBER Dr DAYS DELtNQUENT X DAtLY INTEREST rACToR
-'Anv HoClc. l..ued ,'tlr Ih. t.. b.co... d.llnquanl ~111 r.ll.ct .n lnlarl.t calcul.tlon 10 fl"..n liS>> d.....
b.yond the dal. of the .........nt. I' plty".nl I. ".d. .'I.r t". Int.tI.t co"put.tlun dill. '''own on I".
Hotlc.,. addltlon.1 Inlar..t .u.t b. cltlcullll'd.
SUMMARY OF ACCOUNT
PRINCIPAL
$90778.01
Less Disbursements
Funeral Expenses
Probate Expenses
Federal and state Taxes
Fees and commissions
Administration Expenses
Miscellaneous Expenses
$5270.70
$498.19
$2909.43
$7644.57
$20846.06
$8772.19
"J'>
S45941.] 4
Principal balance on hand - prior to distribution
DISTRIBUTIONS TO BENEFICIARIES
BALANCE ON HAND
$44836.87
S15100.00
$29736.87
.;z...
~
12/15/95
2/6/96
2/13/96
3/2/96
3/2/96
3/6/96
3/25/96
3/25/96
RECEIPTS OF PRINCIPAL
Mellon Bank N.A. - Acct. No. 000-258-7541
TV Cable - refund of deposit
Brickers Auction House - sale of personal
property
Real estate known and numbered as 529
W. Keller street, Mechanicsburg -
sale price
Real estate - reimbursement for pre-paid
taxes, sewer & water
Bell Atlantic - refund of deposit
Hutter Agency, Inc. - refund of pre-paid
homeowners insurance
Mellon Bank, N.A. - refund on loan payoff
TOTAL RECEIPTS OF PRINCIPAL.........................
3
$3926.05
$39.32
$1400.00
$84900.00
$357.81
$15.51
$137.00
$2.32
$90778.01
DISBURSEMENTS OF PRINCIPAL
FUNERAL EXPENSES
3/4/96
Malpazzi Funeral Home - service,
casket
$5210.70
4/30/96
Gingrich Memorials - engraving
on tombstone
$60.00
PROBATE EXPENSES
12/7/95 Register of Wills, probate fees $220.00
12/12/95 Cumberland Law Journal,
advertising of grant of letters $40.00
1/15/96 Patriot News Company,
advertising of grant of letters $48.19
2/27/96 Register of Wills, additional
probate fees $47.00
5/28/96 Register of Wills, filing of
inheritance tax return $15.00
0/00/96 Register of WillS, filing of
account $128.00
FEDERAL AND STATE TAXES
5/28/96
PA Dept. of Revenue -
inheritance tax due
$2909.43
$5270.70
$498.19
$2909.43
FEES AND COMMISSIONS
3/4/96 Stephen B. Lipson, partial
payment of attorney's fees $820.00
3/4/96 Charles E. ShieldS, III-
attorney's fees $300.00
3/5/96 Carlotta A. Williams -
executrix commission $4544.57
4/11/96 Stephen B. Lipson, partial
payment of attorney's fees $220.00
6/8/96 Stephen B. Lipson, partial
payment of attorney's fees $360.00
0/0/96 Stephen B. Lipson, partial
payment of attorney's fees $1400.00
$7644.57
12/15/96
ADMINISTRATION EXPENSES
1/3/96
1/5/96
1/19/96
1/15/96
1/16/96
1/29/96
1/29/96
2/5/96
2/14/96
2/20/96
2/28/96
2/29/96
3/1/96
3/1/96
3/1/96
3/2/96
3/2/96
3/2/96
Mellon Bank, N.A. - charge for
50 checks (estate acct.) $4.95
AT&T - long distance calls for
executrix $39.88
Mellon Bank, N.A. - monthly payment
on home equity loan $139.75
UGI - gas service (heat) to
decedent's realty $110.42
Borough of Mechanicsburg - sewer/
refuse to decedent's realty $70.70
Bell Atlantic - phone service to
decedent's realty $25.42
Penna. Power & Light - electric
service to decedent's realty $42.89
Karl stine - removal of trash from
decedent's realty $75.00
Mellon Bank, N.A. - monthly payment
on home equity loan $139.75
Bell Atlantic - final phone bill $19.22
UGI - gas service to decedent's
realty $156.03
Penna. Power & Light - electric
service to decedent's realty $31.58
Robert Brown - snow removal at
decedent's realty $100.00
United Water of PA - service to
decedent's realty $42.07
Penna Power & Light - electric
service to decedent's realty $14.98
UGI - gas service to decedent's
realty $140.10
Mellon Bank, N.A. - service charge
on estate account $16.00
Barbara Carl (purchaser of realty)
unpaid taxes $52.47
Mellon Bank, N.A. - mortgage on
realty $9370.85
3/2/96
3/2/96
3/2/96
3/2/96
3/2/96
3/2/96
3/2/96
3/2/96
5/1/96
6/1/96
7/1/96
8/1/96
Barbara Carl - closing cost
credit
$1500.00
Recorder of Deeds - 1% transfer
tax
$849.00
Secured Land Transfers -
disbursement fee, notary fee, etc.
$69.50
Bowers Pest Control - termite
certificate $30.00
American Home Shield - home
warranty $330.00
J.L. Ruth Electric, Inc. -
electrical work to meet Code $1441.50
Commonwealth Code inspection -
final inspection $75.00
Jack Gaughen Realtor - commission $5943.00
Mellon Bank, N. A. - service charge $4.00
Mellon Bank, N. A. - service charge
Mellon Bank, N. A. - service charge
Mellon Bank, N. A. - service charge
$4.00
$4.00
$4.00
$20846.06
MISCELL~NEOUS EXPENSES
12/15/95 Sammons Communications - for
cable service prior to death $19.98
12/15/95 Bell Atlantic - phone service
prior to death $29.12
12/15/95 UGI - gas service prior to death $77.61
12/15/95 Penna. Power & Light - electric
service prior to death $95.S7
12/15/95 Lenkerbrook Farms - milk delivery
prior to death $4.70
12/15/95 Wayne Martens - lawn care $25.00
04/02/96 Bert G. Williams - loan to
decedent $8519.91
$8772.19
TOTAL DISBURSEMENTS OF PRINCIPAL.......................$45941.14
PRINCIPAL BALANCE ON HAND - PRIOR TO DISTRIBUTIONS
$44836.87
DISTRIBUTIONS TO BENEFICIARIES
1/3/96 Gregory L. Souder
3/5/96 Gregory L. Souder
3/5/96 Stephen L. Souder
3/5/96 Carlotta A. Williams
8/7 /96 Gregory L. Souder
8/7/96 Stephen L. Souder
8/7 /96 Carlotta A. will iams
TOTAL DISTRIBUTIONS
COMBINED BALANCE ON HAND
$100.00
$3000.00
$3000.00
$3000.00
$2000.00
$2000.00
$2000.00
$15100.00
$29736.87
Carlotta A. Williams, Executrix, hereby declares under oath
that she has fully and faithfully discharged the duties of her
office; that the foregoing First and Final Account is true and
correct and fully discloses all significant transactions
occurring during the account period; that all known claims
against this estate have been paid in full; that to her
knowledge, there are no claims now outstanding against the
Estate; and that all taxes presently due from the estate have
been paid.
Respectfully submitted,
SUbs~ribed and sW~Fn!.before me
this':!'!'.; day of (", ,'(,--, , 1996.
'7
,/ ..? -.-<;----
/:'C').' ,~,' /~ ~ '>'. "--'
Notary Public
My Commission Expires:
NOTARIAL SEAL
STEPHEN B. LIPSON, Notary Public
C.rtlsls Bora, Cumberland County
M~ Commission Etl'W"5 III" 'f' 2000
'7
auHHAnY OF ACCOUNT
PRINCIPAL
$90778.01
Less Disbursements
Funeral Expenses
Probate Expenses
Federal and state Taxes
Fees and commissions
Administration Expenses
Miscellaneous Expenses
$5270.70
$498.19
$2909.43
$7644.57
$20S46.06
$8772.19
S45941.14
Principal balance on hand - prior to distribution
DISTRIBUTIONS TO BENEFICIARIES
BALANCE ON HAND
$44836.87
S15100.00
$29736.87
DISBUR~NTS OF palNCIPAL
FUNERAL EXPENSES
3/4/96
Malpazzi Funeral Home - service,
casket
$5210.70
4/30/96
Gingrich Memorials - engraving
on tombstone
$60.00
$5270.70
PROBATE EXPENSES
12/7/95 Register of IHlls, probate fees $220.00
12/12/95 Cumberland Law Journal,
advertising of grant of letters $40.00
1/15/96 Patriot News Company,
advertising of grant of letters $48.19
2/27/96 Register of Wills, additional
probate fees $47.00
5/28/96 Register of I~ills, filing of
inheritance tax return $15.00
0/00/96 Register of WillS, filing of
account $128.00
$498.19
FEDERAL AND STATE TAXES
5/28/96
PA Dept. of Revenue -
inheritance tax due
$2909.43
$2909.43
FEES AND COMMISSIONS
3/4/96 Stephen B. Lipson, partial
payment of attorney's fees $820.00
3/4/96 Charles E. Shields, III-
attorney's fees $300.00
3/5/96 Carlotta A. Williams -
executrix commission $4544.57
4/11/96 Stephen B. Lipson, partial
payment of attorney's fees $220.00
6/8/96 Stephen B. Lipson, partial
payment of attorney's fees $360.00
0/0/96 Stephen B. Lipson, partial
payment of attorney's fees $1400.00
$7644.57
ADMINISTRATION EXPENSES
12/15/96 Mellon Bank, N.A. - charge for
50 checks (estate acct.) $4.95
1/3/96 AT&T - long distance calls for
executrix $39.88
1/5/96 Mellon Bank, N.A. - monthly payment
on home equity loan $139.75
1/19/96 UGI - gas service (heat) to
decedent's realty $110.42
1/15/96 Borough of Mechanicsburg - sewer/
refuse to decedent's realty $70.70
1/16/96 Bell Atlantic - phone service to
decedent's realty $25.42
1/29/96 Penna. Power & Light - electric
service to decedent's realty $42.89
1/29/96 Karl stine - removal of trash from
decedent's realty $75.00
2/5/96 Mellon Bank, N.A. - monthly payment
on home equity loan $139.75
2/14/96 Bell Atlantic - final phone bill $19.22
2/20/96 UGI - gas service to decedent's
realty $156.03
2/28/96 Penna. Power & Light - electric
service to decedent's realty $31.58
2/29/96 Robert Brown - snow removal at
decedent's realty $100.00
3/1/96 United Water of PA - service to
decedent's realty $42.07
3/1/96 Penna Power & Light - electric
service to decedent's realty $14.98
3/1/96 UGI - gas service to decedent's
realty $140.10
3/2/96 Mellon Bank, N.A. - service charge
on estate account $16.00
3/2/96 Barbara Carl (purchaser of realty)
unpaid taxes $52.47
3/2/96 Mellon Bank, N.A. - mortgage on
realty $9370.85
3/2/96
3/2/96
Barbara Carl - closing cost
credit $1500.00
Recorder of Deeds - 1% transfer
tax $849.00
Secured Land Transfers -
disbursement fee, notary fee, etc. $69.50
Bowers Pest Control - termite
certificate $30.00
3/2/96
3/2/96
3/2/96
3/2/96
3/2/96
3/2/96
5/1/96
6/1/96
7/1/96
8/1/96
American Home Shield - home
warranty $330.00
J.L. Ruth Electric, Inc. -
electrical work to meet Code $1441.50
commonwealth Code inspection -
final inspection $75.00
Jack Gaughen Realtor - commission $5943.00
Mellon Bank, N. A. - service charge
Mellon Bank, N. A. - service charge
Mellon Bank, N. A. - service charge
Mellon Bank, N. A. - service charge
MISCELLANEOUS EXPENSES
12/l5/95
12/15/95
12/15/95
12/15/95
12/15/95
12/15/95
04/02/96
Sammons Communications - for
cable service prior to death
Bell Atlantic - phone service
prior to death
UGI - gas service prior to death
Penna. power & Light - electric
service prior to death
Lenkerbrook Farms - milk delivery
prior to death
Wayne Martens - lawn care
Bert G. Williams - loan to
decedent
$4.00
$4.00
$4.00
S4.00
$19.98
$29.12
$77.61
$95.87
$4.70
$25.00
S8519.91
$20846.06
$8772.19
TOTAL DISBURSEMENTS OF PRINCIPAL.......................$45941.14
PRINCIPAL BALANCE ON HAND - PRIOR TO DISTRIBUTIONS
$44836.87
DISTRIBUTIONS TO BENEFICIARIES
1/3/96 Gregory L. Souder
3/5/96 Gregory L. Souder
3/5/96 Stephen L. Souder
3/5/96 Carlotta A. NiUiams
8/7/96 Gregory L. Souder
8/7/96 Stephen L. Souder
8/7/96 Carlotta A. IHlliams
TOTAL DISTRIBUTIONS
COMBINED BALANCE ON HAND
$100.00
$3000.00
$3000.00
$3000.00
$2000.00
$2000.00
$2000.00
$15100.00
$29736.87
Carlotta A. Williams, Executrix, hereby declares under oath
that she has fully and faithfully discharged the duties of her
office; that the foregoing First and Final Account is true and
correct and fully discloses all significant transactions
occurring during the account period; that all known claims
against this estate have been paid in full; that to her
knowledge, there are no claims now outstanding against the
Estate; and that all taxes presently due from the estate have
been paid.
Respectfully submitted,
subscribed and sworn before me
this/.',J day of i:~' !-fr,. , 1996.
/ _/<, .: /' r ,.)
Notary Public
My commission Expires:
r--
.'
.. ,J.___ <_
NOTARIAL SEAL
STEPHEN B. LIPSON, Notary Public
C.~I.lo Boro, Cumborlond Counl)'
MV Commission Expl,o't Jil'l. '.5. 2000
,
--'
STATUS REPORT UNDER RULE 6.12
L7
4
Name of Decedent:
Date of Death:
/
!
c I).,
/>f,~-
" / 'fl:."" ~/ ) -"J
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 estatel
1. State whether administration of the estate is complete I
Yes v' No
Will 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:
a. Did the persopal representative file a final
account with the court7 Yes I~ No
b. The separate orphans' Court No. (if any) for
the personal representative's account is. ~)/i.
c. Did the personal representative state an
account informally to the parties in interest7 Yes No
d. copies of receipts, releases, joinders'and
approvalS of formal or informal accounts may be filed with the
cerk of the orphans' Court and may be attached to this report.
Date:
I />iJ!v.J'
.
.. "cF"
"
.)
/) ('
Signature
<"'-/ . / /" /'.
. ,,) ... _ /',''-_.'_ /) 0' /- . - F)~J ,),--
Name (please type or print)
J(.? k /i;../~
Address
/'
, s /: , C., /- k
/ /;-1/7(// /
(7/7);J.lf ~'- .7?/ 9
Te 1. No.
t_~:'"
capacity: personal Representative
~ counsel for personal
representative
(HAH: rmfl AM3)
- -..-