HomeMy WebLinkAbout95-00928
PETITION FOR PROBATE and GRANT OF LE'lltBS
.1.1 45-q :J.5(
IIHI.IIll1ll ,1'1111'11
No.
To:
E.statl 01 ---,11'1111
also known 4J
Reglster or WUls ror the
. D<<tlUtd. County or ClImherlnnd In The
Social SIcurlty No. 1I1I. -Ih-Ilh I . Commonwealth or Pennsylvania
The petition or The undcrsllned respectrully represenll That:
Your pelltloner(I), who Is/arc 18 yc:us or ale or older an The CXCCUlllr
In the Iut will or the above decedent, dated ,Inllllllrv 21
and ClOl4IoII(tl dated
named
, 19-1!l-
1111"01,1 .llllWU died l/'t/WJ
(lule ,devanl citcum.Jt~1 t... rround.doa, death of executor, etc.)
Decendent wa.s domh:lled at death In Cllmherlnnd CountY. Pennsylvania, with
h..., IUI rlUl1l1y or principal residence at Lender Nllrslnl\ Center
1700 tlllrk,.t Ht fl','I. CIII1111 11111 , I'^ 17011
(\IJI.UOCl. number a.nd DlWldpalllY)
Dccendtnt, Then lJ2 years orage, died . Novemher 20 ,1995
at IIi"y HIlI,'lt IInHllllllL. enroll llill. PA .
Except u rollowl, decedent did not marry, was not divorced and did Dot have a child born or adopted
after CJIccutlon or the will orrered for probate; was not the victim of aldlllng and wa.s never adjudicated
Incompetent:
Decendent at death owned property with estJrnated values as rollows:
(If domiciled In PI.) All personal propertY S 230.000.00
(If nol domiciled In Pa.) Personal property In Pennsylvania S
(If nOI domiciled In Pl.) Personal property In Count)' S
Value or real estate In Pennsylvania S In. nnn. nn
sltualed u folloW1:
~hl1lcv Htrt1pt.
t.111l0rtc I PA
.
WHEREFORE, petltlODer(S) respectrully regildl(S) .thc"prbbate'-or' \heIDt. Wi11~~t.
presented herewith and The grant or lett"" 1 estllmentn ry
(It:l'Wncnt.ary; admlnluntJOD C.t.L; aAmtnttt1"ldoa d.b.a.toLL)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } as
COUNTY OF Cumherll1nd
The petltloner(s) above. named swear(s) or amrm(s) that the statements In the foreaolng petition are
Inle and correct to The best of The knowledge and beUef or petltiODer(S) and that a.s personal represeu-
tallvc(s) of The above decedent petltloner(s) will well and truly administer the estate accordlna to law.
IJlluphln ricposj.tl!<!nk on<l Trust Compllny
Sworn .10 or arrarmed and subscn 'bed.{. BY: ~ /1.-.,) .. .!" . //. c"
before me this 6th daY.Df J, ",' ////,..../1 ~
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21-95-928
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3linst 3l11lill aub (!feghU1Ultt
I, JI~AIl INGIIAlI ,lIINI:S, of tho llorough of' l/ort~loysburRI County 0
Cumborland and Stnto of Ponnsylvanin, mnke, publish and doolare this
to bo my Last l/il1 and Tostannnt, horoby rovokine and makinn void
nny nnd all former l/i115 by no at any time heretof'ore nndo.
1. I direct the Ilaymont of' my :lust dobts alid funoral O:(pOIlSOS
as soon after ny docenso as nay be convenient to ny ;;"ucutol" herein-
after named.
2. I Cive, devise and boquenth ,,11. of r.IY estate, real and
porsonn1, unto my husband, IInro1d JOllU5, if ho survivos mo for tho
period of 'hreo months.
3. If 1Y husband, lIarold Jones, doos not survive mo for the
period of three months, I dispose of my ostate as follows:
A. I cive and boquoath one-half of my estato unto my
son, Donald Ingham Jones nnd to his isouo.
n. I Rive and bequeath the remaininc one-hnlf of my
ostato IInto my daur,htel', Chnr10tte .lonell IInhn nnd to her iosuo.
~. I diroot that any roal estato of Which I dio seizod sholl
bo converted into cosh by my Rxecutor horoinaf'tor nnmod and tho
proceeds thoreof' distributod to the beneficinries herounder.
5. I direct thnt n11 items of personal proporty in my estate
bo distributod in kind to tho beneficiarios horoundor.
6. Tho docision as to tho paymont of tho dobts, funeral
oxpensos, taxes and e"ponses of settloment of nlY estate from
procoeds of sa10 of real os tate or procoeds of' convorsion of
persona1t~', Sholl bo at tho diroction of tile I;xocutor of' this, my
lli11.
'7. If any bonoficiary of MY ostnto shllll bo a minor at tho
time of distribution thoreof, I appoint as Guardian of snch minor Dr
minors, tho Dauphin Dopooit Trust Company, with offico at tomoyno,
Pennsylvania, and I authorizo said Guardian, at its discrotion, to
hold in tho form rocoivod, any items roceived in distribution of my
ostatol to apply tho incomo f'rom any invostmonts and, if it apponrs
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to said Guardian to be to the best intorost of the ward, the
prinoipal thereof frolll time to Hille, to the maintonanoe, support
and eduoation of such minor.
8. Lastly, I nominate and appoint as Exeoutor of this, my
Will, my husband, Harold Jonos. If for any reason my husband does
not aot as Executor of this, my Will, I appoint as Exeoutor horoof,
the Dauphin Deposit Trust Company.
IN liITNESS li1lERE01', I hereunto set my hand and seal this
day of ,,(7tfltA(l!r1"iA. D., 1967.
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Signed" sealod, published and doolarod by tho abovo named
Testatrix, as her y,nst Hill nnd Testament in tho presonoe of us,
who, at her request, in her presence and in the presence of each
other, have hereunto subscribed our names as witnosses.
<~'-.-, (~rw-i) Il-y'
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,~COMMONwrr-a TH (If PEW-l:,VI VANIA ~
t'lAIHMfNr Of- Ur,\LlftVI1Al I<< [(:0 It 05 r ,
No.5106660
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21-95-928
REGISTER 01" WILI.S OF COUNTY
OATH or sunSCIUlUNG WITNESS
\
,
"," codicil
(each) a subscribing wltnm III Ihe will rre,enled hcrewilh. (each) heing dnly ljllllllfied lIecordlng to
IIIW, derose(s) and say(s) Ihllt presenl and saw
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the teslat , sign Ihe .amc and Ihal . / signed as a witness allhe
/
request or test at_ In h_ rre,enee and (In the presence or each olher) (lnlhe rresence or the
,
olher subserlblng wilnm(es)). '
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Sworn to or arnrmed and sub,crlbed before
me this , ,aay or
,/19_
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(Name)
(Address)
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Relllster
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(Name)
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REGISTER OF WILLS OF Cunberland COUNTY
OATH OF NON.SUBSCRIBING WITNESS
Doris L.Trostle and Gwendolyn E. Keller.
(eaeh) a subscriber herelo, (each) being duly ljllllllfied IIccordlng to IIIW, depo,e(s) and say(s) that
Thev are rami liar with Ihc slgllluure or Jean Ingham Jones
~Mg
will
testat.d.ll..-.. oltXltllltxl(ffXm!<ll,ll/&\l~l!x~xl\l\ the
that
they
presented herewith and
llOdIclk
bellevel<the ,lgl1nlure 011 Ihc will is In the handwriting or
Jean Ingham Jones
to the best or our
knowlcdge and beller..
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(Address)
Sworn to or arrlrmed and sl1bscrlbed bcrore
me this? day or
:h~ 1'< .. t..1' , 19.3..:L
<:Jn~hy (l,;(g",,~v flit Ai].,,;.,) (Q/JJy
,. . " I If
Mary C.LeW1S Relllster ' _
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,
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!;::~1j'2~:=~==~"':::::'."TAX' ..
RECEIVED FROM:
i
ACN
ASSESSMENT Ii'
CONTROL 1:,1
NUMBER
AMOUNT
DAUPHIN DEPOSIT BK & TR CO
POBOX 2961
213 MARKET STREET
HARRISBURG, PA 17105
101
.1c,~:lU.UU
IO<<D"'''-
ESTATE INfORMATION:
m fiLE NUMBER
~ 21-1995-0928
m NAME Of DECEDENT (LAST)
~ JONES JEAN INGHAM
II DATE Of PAYMENT
II POSTMARK E
COUNTY
SSN 1134-:36-7267
(fiRST) IMI)
CUMBERLAND
DATE Of DEATH
r.
m TOTAL AMOUNT PAID
"1e.350.00
VZ
REMARKS
SEAL
DAUPHIN DEPOSIT BANK
C/O DAUPHIN DEPDSIT OK & TR CO
CHECKlI 69it20e
REGISTER OF WILLS
t.l. ,.,,'
RECEIVED BY /12,iA" , (. i., , '" '
, ~ / ..oN.lulI ^ '
II 1./ I
MARV C. LEWIS (//'""
REGISTER OF WILLS
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DETACH AND RETAIN TlJlS PORTION FOR YOUR RECORDS
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AlC NAME Joan Ingham Jonos, EX
No. M-037383
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.
Ale NO.
1304879600
DATE
May 24, 1996
REMITTANCE AMOUNT
INCOME PRINCIPAL
$10.00
FOR
Cost to Fila Invantory
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COMMONWEALTH OF PENNSYl.VANIA
COUNTY OF ClJl.CBEIU.ANC
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) I (I:; (/.J ,S>
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IS:
I. Hue Niltlery. Vh'c I'rl'Hlth'nl 11I1(1 Tnltil (Hfll't')" of IJmlphtn UCpllHlt
Hunk noli Trlllit COm(lanv
boing duly HWIlrn .c.ordlng 10 I.w, dopol" ond ,oy. thol L hoY 'II'"
the ExecutorH or t~. Est... of .It'nn I nghmn .JOItl'H
1.1. 01 norn" f CIIIIII\ 11111. ClImbor/end C4uniy, Pl., dlcllud Ind thai the
0. ~J1-: _f'1i'lwry 1I11t1 .., .
within Ia In Inv.ntory mid. by ...JllUUUl.IJI-h'OllH I L nank anti I rlIHt Co. , the 'lId 1'.XeclltorH
, of Ih. Intlr. .rlah 01 sard docodonl, .onshtlng 01 olllho porsonll prop'.rty Ind rul .rllh, 1"Opt rul uhl. oul1ld.
Ih. C4mmonwulth 01 Ponn'ylvlnrl, Ind Ihol tho "guru OppOIIt. IIch Itom 01 the Inv.nlory npr.unt It', lair valuo
.. 01 Ih. date 01 doc.dont', duth.
Ilallph I n n"I"IH I t Ilank IInd TrllHt COlllpnny
Executor of thl! EHtntc uf .Ieon Inghum .JoncH
BY! ,. j I.
Sworn
Ind ,ub,cribod boloro m.,
0(.
19 /
)-- --.--,
213 Mnrk"t Street
1'. o. nox 2961, IInrrlsbnrl\, PA
A4oI....
17105
&.evil< . "".1olo1n1ar
Vice President nnd Trllst Oeelcer
. _.- NOlil!l,II:,~,,1
MafY Ann Andol!',OIl. Nutary P(bhC
Hilrnsbutg, Oauphln COU;oY 1990
My commission F..PIUJ~ Ocl. ,
'/I'~MJ"W'Y1,.,(tJnt"lI'-.
.,........" Pnnf"C'\"'I"""
Dol. 01 Duth
20
D07
Novemher
loIooot!l
1995
Y..,
IHmUC'TlOHS
I. An Inv.ntory must b. m.d within thr.o month. Iftor appolntm.nt 01 pononll r'prtuntlti...
2. A ,upplom.nt Invontory must bo m.d withrn thrny d.Y' of dls.ov.ry 01 Iddltlonlllllll1.
3. Additlonal ,h..11 mlY be Iltlch.d IS to p.nonaliy or r..liy
of. S.. Mid. IV, Fiducilrill Act 01 I H9.
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Invenlory or llle real and personal !Slate of
JEAN J NGUAM .fONI,S
deceased
CASH AND CASH ITIlKS
Dauphin Deposit lIank nnd TnlHt Compnny. TruHtee under Agreement with Jenn
Ingham JoneH:
Principal
Cosh
Accrued interest
13.542 units Fixed Income Collective
Investment Fund
Accrued income
5,733.78
21. 49
143,405.31
771. 25
Income
Cash
Less: Trustees fee to 0/0/0
1.320.04
104.05
151,147
82
Cash found in room
00
Received from Capital Blue Cross - refund 12/1/95 to 2/1/95
228
20
Received from Leader Nursing Home - refund
582
28
Received from Bell Atlantic - refund
2
72
STOCKS AND BONDS
2.694 shores Dauphin Deposit Corp.
82,840
50
HISCEI.LANEOUS
Personal Property - Appraised Value
165
00
Jewelry - Apprnised Value
2,400
00
REAL ESTATE
Real Estnte located Muncy [, Spruce Sts., Sullivan County, I.aporte. PA more fully
described in Deed dated 9/10/35 and recorded in Sullivan County - Deed Book,
Volume 53, Page 94 - Appr sed Vn1ue
15.000
00
252,367 52
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
fOR OATIS 0' DIATH Anll 12/31/91 CHICK Hili
If A SPOUSAL
POVIRTY CIIOIT IS CLAIMID 0
'Ill NUMIIR
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COMMONWIALUt Of f'fNNSnVAUIA
OIPAlllMINIOf lflvWUI
DIPIIIOWI
HA..IUURQ,'A 111U-ObOl
DICIOUt ., HAMI n"'''. fll I. .\tiD MIOOU lNllIAll
JoneH. .Jl!nn
SOCIAl UcuaJI., NUMIU
DAtt O' IIITH
'I
COUNTY CODE
DICEDIN \ C ""P11l1 ADOIU
1700 Hllrkd St reel
Cllmp 11111. I'A 170 II
COIol'" Cumhl! r 1 nnd
AMOUNt UCllvlD IUfIH,UUCTlONll
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NUMBER
Inghnm
OAII 0' DIAtH
184-36-7267
I" .'''1(.'111 .Uhlv.NQ 'POIoI'" "'.Ill' Il." ..." ."0 "'OOlI,,.,II.U
YEAR
03,
05.
.LB.
1K]1.
04,
an 6,
lImittd ellatt
o 2. Suppltmtnlal Rtlurn
Remalnde, Rtlu,n
(fa, datil of dtalh p,la, 10 12.13.02)
Ftdlfal ellalt Tax Rttu,n Required
o .010. Fulu,. Intlflll Camproml..
Ifa, datil of dtalh after 12.12-821
Oectdenl Dltd Tellal. {] 7. Dtc.d.nl Malntain.d a Uving T,ult
(Anach copy of Willi (Attach copy of T,ulll
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO. '-'" ...'.......',....
NAME COM'UTl MAl UNO AODIU
Attn:Dm!fJ~i'ktue.,rr"sit nank and Trust Co. Post Office !lox 2961
nU'HONE NUMIU HnrriBburg, PA 17105
1. Real ellat. (Sch.dule A)
2. Sloch and Bondi (Schedul. B)
3. Clal.ly H.ld Stock/Partnership In'tt.II (Sch.dult C)
4. Mortgogll and Nol.. Receivable (Schedul. D)
5. Calh. Bonk D'poll.. & Mllullantaul Perlonal Proper.y
(Schodulo E)
6. Jointly Own.d Prope"y (Sch.dule F)
7. T,an.'", (Schodulo G)ISchodulo L)
8. T alai Gron AU"I (.otaltlnll 1.7)
9. Fun.,al Expens.., Admlnilt,alJvt COIU, Mlle.llan,oul
bpenl" (Sch.dule HI
10. Debts, Mo,tgage lIabllili.., UenllSch.dull I)
11. Total Oeductionl ('ololll"el 9 & 10)
12. Ne' Value of ellat. (line 8 mlnulUne 111
13. Cha,llabl. and Governm.ntal a.qula" (Sch.dul. J)
lA. Ne' Valut Sub.et 10 Tax (lIn. 12 mlnul line 13
15. Spaulol Tron,f.n (fo, dal.1 of d.ath aft., 6.30.94)
S.e In",udlonl fa, Ar,pllcablt Percentage an R.v.n. (151
Sid.. (Includ. \'oluII ,om Sth.dult K or Schtdul. M.)
16. Amount of lIn. 14 laxabl. at 6% 'Olt
(Includ. vatu" from Sch.dule K 0' Sch.dul. M.I
17. Amount of LIne 14 toxabl. 01 15% rol.
(Includ. volu'l f,om Sch,dule K or Sch.dul. M.)
18. P,lntlpol tax due (Add tox from L1n'l IS, 16 and 17.)
19. Credih Spoulal Poverty Credit p,lor Pa-.rm.nt. Ollcounl
+ 12,350. + 650.
20. If Line 19 II g'loler Ikon line lB. tnler 'h. differencI on lint 20. Thla II the OVERPAYMENT.
aD
21. If LInt 18 II greater than lIn. lQ, enler Ihe diK.r.n" on L1n. 21. Thll II Ih. TAX DUE.
A. Enter the Inle,..t on ,he balonce due on Lint 21 A.
B. Enter the tolal of L1n. 21 and 21A on lIn. 218. Thllll th. BALANCE DUE.
Make Ch.ck Payobl. 101 R.glu., of Wilt., Agent
O,iglnal Rttu,n
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Tolal Number of Soft Oepolit BOIllI
....~~.i?._,......'l ;..
(II 15,000.00
121 82.840.50
131 -0-
(4) -0-
(5) 154,527.02
161 -0-
171 -0-
(S) 252.367.52
19) 24.988.64.
(101 1,314.80
-0-
Ill), 26.303.44
1121 226 ,064.08
(13) -0-
114 226.064.08
M.__ -o-
M .06 - 13.563.84
M .15 _ -0-
IIBI 13.563.84
(1ql 13.000.00
120) -0-
(21) 563.84
121AI -0-
(21BI 563.84
(16)
226.064.08
(17)
-0-
lnter..t
ChC!,~ here if you OlC requo\ting a refund 01 you,lavcrfJoymcnt.
r.;7."'~\;,\li:\>, '. BE SURE TO ANSWER ALL QUEmONS ON RIVERSE SIDE AND TORECHECItMATH:; . 'I
Under p.nalll.. of perju,y, r d.c1are that I hove ....amin.d ,hll refurn, including accompan'(lng Ith.dul.. and Itat.m.nll, and 10 the b.11 of my !cnowl.dge and b.Il.I,
It It t,u., corr.ct ond compl'le. I d.c1are .hat all real ellale hal bltn repart.er at true ma,k.1 valu.. O.c1a,atlon of pr.pa,., olh.r than ,h. p.nanpl rlp/lltnlal/v. il
balld on alllnfo,motlon of which pr.pa'.r hal any !cnawl.dg.. \.: -/..' :'/ ) I
\\ONATUJlI10f 'UlON UlfQN'lI.ll foa 'IUNQ.UlUIN CADOIIU f h f J I h J DAI' '
d~pn n U~P~81~ISI~n.K .and :rrust olDpany. Executor 0, t e EII~~li~ 1I0x' ~ggl nil aID oneil
"ONA'Utfi~~ Eit~~3iHdM~t'1'f~t\'J~IAl)V ficcrAOOIU\ o:pAn
Act '48 of 1994 provide. for the reduction of Ihe laK rale.lmpa.ed an Ihe net value of Iran.fer. 10 or far
Ihe u.e of Ihe .pou.e. The role. a. pre.crlbed by Ihe .talule wlll bel
e 3% (.03) wlll be applicable far e.lale. of decedenl. dying an or after 7/1/94 and before 1/1/96
. 2% (.02) wlll be applicable far e.lale. of de cede nil dying an or after 1/1/96 and before 1/1/97
. 1% (.01) will be applicable for ellale. of decedenl. dying an or aftu 1/1/97 and before 1/1/98
. Spou.al Irander. occurring an or after 1/1/98 will be eKempl from Inherllance taK.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or Income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or Its income, ...............
x
x
c. retain a reversionary Interest; or ...................................................................................
x
d. receive the promise for life of either payments, benefits or carei .............................,.........
2. If death occurred on or before December 12, 1982, did decedent within two yeors preceding
death transfer property without receiving adequate conslderatloni If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration' ..,....,..,.... ............... .......... It.. ................... ............oo........ II ...,........
x
x
x
3. Old decedent own an 'In trust for' bank account at his or her deathi......................................
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.
_,V,UOJlh tlJUt
9'j~'~
It.... ,of'
- -
(OMMOHWU\1H 0' 'INH"ly,lNIA
___._ ... ~~~J\II~;51~'I~!M~~.I_N___._____. ;:
ESTAffar ---'-'-' -.---- _m ..
.IF.AN INGIlAM JON~:S
IP,op.-,irloln,ly.own.d wllh Right 0' 'Su';i.o"hr;-;;;;,'b. -cili;I...;;-~~' S~h~d~l~ i:j All "~-ol"lol. .h~Jii.-~ ;.po;t~i at ';;1' m;;;~';;
which I. d,fln,d Dlth, prlc. at which property would b, ..chanGed b.tw..n a willing buy., Dnd a wUlln,lIlI.r, n,lth" being comp.lled
to buy 0' '111; bolh havln, rla.onabl. k"owl.d'!...!!J.~'l!~_!!!!_~.c.!'.'._ ... __.___.._~_______~____
NUIT~M6ER : DESCRIPTION I VA,lUE AT DATE
I I OF DEATH
~_. ---------.---. --.__.~.
SCHEDULE A
REAL ESTATE
..--.' -----.-. '-
~ ,___._ _ _ _..Ou_.. ....
- ~,.' __"0 '~'FILiijUMBiR' ~'~~"
--- .- .--.--... ----
...-...., .---.----..-
I. Real Estate located Muncy & Spruce StH, Sullivan County,
Laporte. VA more fully deHcrtbed in !leed doted 9/10/35
and recorded in Su1Uvan County !leed !look Volume 53, Page 94
Appra ised Value
15,000.00
TOTAL (AlIa enler on IIn, I, R.capilulallan)
(II more spau is n..ded. insert addj'jono/ sh..,s 01 sam. size.)
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Is 15 .000.00
..
. -. .... - .,... ~~. .-...
. -
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SCHEDULE B
STOCKS AND BONDS
COIrll"lrjlONW...."" O' IINNUIYAHIA
IN"lInANe, f.... I/'UIN
'''IDINt DlerD Nt
STAll O'
JgAN INGIIAH JONgS
fill N MIER
(All proporty lolntly.ownod wllh Right 01 Survl....hlp mUll ho dl"lolod on Schodu'o '.1
ITEM
NUMBER
I.
DESCRIPTION
VALUE AT DATE
Of DEATH
2,694 Shnres Dnuphin Deposit Corp.
82,840.50
TOTAL (Aho on'o, on IIno 2. Rocopi'ulotlon)
tIt mort .pan i. nlld.d, ina.rl addi'ional _".." 01 .orn. ,i"l
S 82 840.50
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SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploo.o Prlnl or T .
FilE NUMBER
(OMMONWlAUM Of Pf,.,.ld'lVANIA
INHllnANCI CA_ InvlH
II.,DIHT DKIDINY
STATE OF
JI!AN ] NGIIAH .IONI!S
(An p,.p.", "IM1r-owft.4 wMh the II,h' .1 S"",I.."hl, ","., b. ell..I......" 5th..M. ,)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
DauphIn DeposIt lIank and Trust Company, Trustee under
Agreement with .Ieon Inghnm Jones:
Principal
Cosh
Accrued interest
13.542 units Fixed Income
Collective 1nvestment Fund
Accrued income
5,733.78
21.49
143,405.31
771.25
1ncome
Cosh
Less: Trustees fee to 0/0/0
1,320.04
104.05
151.147.82
Cssh found in room
1.00
Received from Capital Blue Cross - refund 12/1/95 to 21119
228.20
Received from Leader Nursing lIome - refund
582.28
Received from Bell Atlantic - refund
2.72
Miscellaneous:
Personal Property - Appraised Value
165.00
Jewelry - Appraised Value
2.400.00
TOTAL Alia onlor on lino 5, Reco
S 154.527.02
(Mod. odcl"ltlOllol '101,- K U- ,,,.... . 1ftOf. 'Poel I. fI..deci.1
IfVo.III:U.(7.II'
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COMMONWUUH O' 'INtdYl....ANIA
INHU""'NCt 'AIIUUIN
IUIDfN' OICIDIN'
SCHEDULE H
FUNERAL EXPENSES,
AOMiNISiiV\iIVE CCSiS AND
MISCEllANEOUS EXPENSES
Sf TE f
JEAN I NGIIAM JONI;S
I
P1oa.. Print or T 0
.
ITEM
NUMBER
A.
B.
2.
4.
C.
1.
2,
3.
4.
5.
6.
7.
e.
DESCRIPTION
1.
Funoral bpon...,
Myers-lInrner I'unernl 1I0me, 1 nc.
l'inan's Monuments - Memorial
1.
Admlnl.tratlvo CO''''
Personal Reprelentatlve Commluianl
Social Socurily Numbor of Personal Repre.entatlve:
.
Year Comml..lon. paid
Allorney Fee.
Johnson, Duffie, Stewart & Weidner
3.
Family exemption
Claimant
Addre.. of Claimant of decedent'. death
Street Addre..
Relallon.hlp
Cily
Stale
Zip Code
Probate Fee.
MI...llonoou. bpon,o"
Cumberland Law Journal - Cost of Advertising and Proof of
Publication
Ilegister of Wills - Short certificates
1I0bbie Auctioneers - Appraisal of personn1 property
1rwin Brandt - Appraiaa1 of jewelry
Patriot-News - Cost of Advertising nnd Proof of Publication
Sullivan Co. Ileal Estnte - Appraisal of ren1 estate
Alexander & A1exnnder - Blink' a liability coverage on real eatat
Leonard Simpson - Title scorch on real eatnte
TOTAL (Also enler on line 9, Recapitulation)
(If more .paco I. needod, In.ort additional .ho." of .amo 01.0.)
AMOUNT
6,068.00
2,000.00
10,571.02
5,000.00
268.00
40.00
25.00
125.00
40.00
158.68
150.00'
4.00
130.00
s
(CONT'D EXT
PAGE
PE~SYLVANIA INHER1TANCE TAX RETURN
ESTATE OF JEAN INGHAM JONES
SCHEDULE "H" CONT'D.
58.93
9.
Donna Missigman - 1996 Laporte Boro taxes
150.00
10.
Recorder of Deeds - transfer tax
200.00
11.
Reserve to record deed and file account
TOTAL
"
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COloWOHWUlJ\II Of '11ot...""",lotlA
""""I1.lN(1 \.It .n",aN
'UlOtNt DHIOIN'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABLlTIES AND LIENS
PI.a.. Print ar T .
fiLE NUMBER
ESTATE Of
J~:AN INGIlAM JONES
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
Vitol1nk Phnrmocy - lIo1once due
205.80
2.
Pennnsy1vanio Deportment of Revenue - 4th quarter eatimnte
55.00
3.
Internn1 Revenue Service - Bnlnnce due on 1995 Individun1
Income tax
1,054.00
TOTAL (AI.o .nlor on nn. 10. Rocapilolollanl
tll me,. 'pace i, ne.ded, in..rt oclJjliona,.h"h 0' ,am. sll..J
S 1,314.80
",-,"1". n'l)
~~
(o-O.......I.~'" 01 pf~~"I'..,..I.
I"HI'".~' ,n ,,"'...
IIIIDIIftDlU"HI
SCHEDULE J
BENEFICIARIES
ISTAlI Of
JF.AN J NGHAM .JONI;S
fiLE NUMBER
ITEM
NUMBER
NAME AND ADDRESS Of BENEfiCIARY
RELATIONSHIP
AMOUNT OR
SHARE Of ESTATI
A. YOkobl. a.qu"11l
I.
Donald Inllham Jon~/l
2320 Sprinll Rond
Cnrl1s1~. J>A 11013
Son
1/2 shar~ oC
r~sidue
2.
Charlotte Jon~s Hnhn
2225 Wi11owbrook Drive
Huntingdon Valley, PA 19006
Daughter
1/2 shnre oC
residue
ITEM
NUMBER
NAME AND ADDRESS Of BENEfiCIARY
AMOUNT OR
SHARE Of ESTATE
8. Chorilobl, ond Govo,nm.nlol a.qult"l
I.
TOTAL CHARITA8lE AND GOVERNMENTAL BEQUESTS (Aho on'" oolio. 13. Ro<opilulo'loo)
(If marl .pan h n..d.d, In "" addlllonal .h.... af lam. 1111)
S
I
. .
HOBBIE AUCTIONEERS
William W. Hobble
AU 2591 L
901 N. 2nd Street
Harrisburg, PA 17102
(717) 233-0115
8 N. Market Street
Duncannon, PA 17020
November 30.1995 (717) 834-5655
Ms. Susen Maurey
Trust & Financial Services
Dauphin Deposit Bank & Trust Co. .
213 Market Sl
P.O. Box 2961
Harrisburg, PA 17105
Dear Ms. Maurey:
As per your reques~ on November 22, 1995, I did Inspect the contents of the estate 01
Jeen Ingham Jens located at 1700 Market Street. Camp Hili, PA 17110.
Having been In the antique business for more than twenty years end en auctloneer for
seven years, It Is my opinion that the value for estate evaluation purposes 01 the aforementioned
ccntents Is as follows:
BEDROOM & LMNG ROOM:
TOTAL OF CONTENTS:
$50.00
5.00
10.00
20.00
10.00
10.00
5.00
15.00
0.00
25.00
10.00
5,00
$166.00
China close~ circa 1940
Upholstered chair
Martha Washington type chalr
Lamp table, circa 1940
End table, mahogeny
2 table lamps
2 frames on walls
Table linens and mlscellanecus In box In closst
Clothes In closet
3 shelves 01 knick knacks In china closet
Drawer of china closet contents
Contents of dresser
I hope this apprslsal will be helpful 10 you. 11 you have any questions, plsaSe do not
hesitate to call.
Thenk you for allowing me to have been of assistance In this maller, I look forward to
working with you again In the future.
-..". AJI-;/
William W. Hobble
Hobble Auctloneers
WWH/lgc
IRWIN R. BRANDT
"DEALER IN FINE JEWELRY"
3802 Bonnybrook Road
Harrisburg, PA 17109
Appolntmlnl Onlv
(717) 545.7849
r
~eAN
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tfJ r.4:rL:.
L
;2.1 D I:c "f'1.r"
ITEM NO.
DESCRIPTION TOTAL
/.
~,QO,t.s p~",r;^,u"" CL'-Y<Dr/ 8AII4 S~pp,,'e.(' ,e,,,, ....'(;1
f... ~"'O(..O D,I'''''''''''''O.s, '-I ~rs 61>CU( 3 DI""o".s.) LAG" S'DI' .~.
.615DO~
.3 .... r5 J /fop,.",e , .
2.
J..f2D,~J '7"1(1. C"'~" e 1'0 10: :J)II'IMll:. .e IN'; wIn. 3 "ml.'t"uy.s
3,
t>PglOlrs. <;.;....,rcc ',j 'If')... CoTS.) I 6"',,1J~ ZA.c.1-/ $,.Dl.. eo": ~l:.
5 AGoH. -r.. r~... IoU l ,~"T if:t. ~.s ,
h~D't:,l !>rCD P1.A~'- NI!CI(....cZ ..J,TI'I 61Z~ pcprC'.r ,1)~",P.
~~ e..
15<::l~
c;04..D cL,(.." p
v,c.;-De,l'o-I\I lR""
t=J iii"" .t'
... 11>/ ~;fOTD Dr-I>" ..1>17'1.(,""'''' ~C' IN
I~II: lli......
+,
I 500.2.
~.c"Zt.L I
J4f.C11 ,c,lte,.,
DJ...~....rr.JJ MJ,rM 2. C!OA:",L 6t"D. '" ,y ....,/"" L"CH.
'Du.L:. To TIU' plo"C;-.."'";/ON 11'1 rife: f'f'c.~ of m~r,4", "....0
c:: €11/ ~T'DN.lJ,
'-!.TI '" !loT.!:. OF"
rH-L. 1'-13 OlU'
~/~enelJ ~lP.eCJS:"-,
~ ....,re. d€.r,
C.-'<1?2"'T ,)~...tJ
.'-
(
I. Jenn Inllhnm Jonca (Setllor) 01 -.----L\lJ!l9Y.1l!bJA
horoby lransfer to Deuphln Deposll Bank and Trust Company (hereinafter
called the Trustee), a Pennsylvania bank and trust company. the property described In the
attached Schedule, to be held In Trust as follows:
FIRST: Dlsposltlva Provisions For My Benstll- During my lifetime:
A. All of the net Income shall be paid to me at least quarterly or shall be paid or accumu.
lated and added to principal. as I may direct In writing;
B. As much of the principal as I may from tlms to time request In writing shall be paid to
me, or as I may otherwise direct;
C. It. In the Trustee's opinion, I am at anytime unable 10 act or apply tho payments to my
own best Interest and advantage, the Trustee may apply directly lor my benellt es much of
the Income and/or principal es the Trustee may. from time to lime. deem appropriate for
my wellare, comfort. support or emergency needs and may add to principal os much of
the Income as the Truslee deems advisable.
D. Trustee shall keep true and correct boOks of account. which bOOks of eccount shall at
all reasonable time be open to the Inspection of Settlor or his duly appointed representa.
tlve. Trustes shall also quarterly render Settlor a detailed statement showing all recelpta
and disbursements on account of the trust estate and the manner and form In which the
trust estate 15 Invested at the time of the rondltlon of such statement.
SECOND: Dlsposlllva Provisions Attar My Daath-Upon my death whllo the trust continues.
the Trustee shall pay the then.remalnlng principal and Income to my Executor or Admlnlstra.
tor for dlsposl\lon as part of my estate.
THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, In whole
or In part, at any time and from time to time by an Instrument In writing, delivered to the Trustee
and Intended to take effect during my lifetime; except that the duties, powers and liabilities of
the Trustee shall not bs changed without Its written consent. The Trustee reserves the right, at
any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the
trust estate to me, atter deducting therefrom lis fees and any expenses then due and payable.
FOURTH: Additions to Trust sublectto the approval of the Trustee, either I or any other entity
may add property, real and personal, to the principal of this trust.
FIFTH: Trustee's powers: In addlllon to ths powers granted by law, my Trustee shall have the
'following discretionary powers, applicable to principal and Income, which shall be exercls.
able without leave of court and shall continue until distribution 15 actually made:
A. To accept and retain any or all property, Including stock or other securities Of the
Trustee or of a holding company controlling the Trustee;
B. To Invest In all forms of property (Including, but not by way of IImltallon, real estate,
all types of stocks, bonds, options. and participations In common trust funds and money
marKet funds); without being confined to Investments prescribed by statute and without
being required to diversify;
C. To buy Investments at a premium or discount;
D. To hold property unregistered or In the name of a nominee;
E. To give proxies. both ministerial and discretionary:
F. To compromise claims;
G. To loin In any merger, consolldallon, reorganlzallon. vollng trust plan, or other con.
certed action of security holders, and to delegate discretionary dulles with respect
thereto;
H. To borrow from Dauphin Deposit Bank and Trust Company or from others. and to
pledge real or persClnal property as security therefor; to loan cash or securllles upon
such termS and condlllol1s as trustees deem appropriate;
I. To sell at public or private sale for cash or credit or partly for each, to exchange, to 1m.
prove, or to lease for any period of time. any real or personal property; and to give options
for sales, exchanges, or leases:
.
I:p (" P
J. To allocate eny property received or charge Incurred to principal or Income or partly to
each, wllhout being obliged to apply the usual rules of trust accounting;
K. To distribute In cash or In kind or partly In each;
L To retain any part or all 01 my business Interests held In this Trust as long as the
Trustee considers II advisable to do so; and to conduct, alone or with othars, any such
business In which I am engaged. with all the powers of an owner or with respect thereto.
Including the power 10 delegats discretionary duties to others and to pay adequate com-
pensation to any such person; to Invest other property In such business, and to Incor.
porate II or change lis form.
SIXTH: Compensation: The trustee shall ba compensated In accordance wllh lis standard
schedule of charges In effect from time to tlma during the period ollis services, and this com.
pensatlon shall be paid from principal or Income or partly from each In the sole discretion of
the Trustee.
, .
SEVENTH: Non.As&lgnment: No part of the Income or principal of the property held under this
Trust shatl be subject to attachment, levy or seizure by any credllor, spouse, assignee or
trustee or recslver In bankruptcy prior to actual receipt thereof. The Trustee shall pay over the
net Income and the principal to the persons herein designated, as their Interests may appear,
without regard to any attempted anticipation (except as specifically provided In this agree.
ment), pledging or assignment under the Trust, and wllhout regard to any claim thereto or
attempted levy, attachment, seizure or other process against me.
EIGHTH: Law GovernIng Trust: This trust Is created and accepted In the Commonweallh
of Pennsylvania and shall In all respects be governed by lis laws and shall havs lis situs at
cumbennd County, Pennsylvania.
Executed on z-f' 19 ~>,.
NOTE:
Before executing this document you may
want to consull wllh your Attorney to as.
sure that your wishes are being set forth
accurately and In proper legal form.
..~ 2J 'l
~
~. ..' ", . ""t...,. I..... ... ~
. (SEAL)
Settlor
The foregoing trust Is hereby accepted.
Executed on~ :>- '-/
,fr
,19 .
Dauphin Depoai1 Bank and Trust Company
By ~h. ~~ ~/~...?-
. (TItle)
Auf,lonl Vie. Pr..!d.n. and TrUll OllieN
COMMONWEALTH OF ~ENNSYLVANIA }
COUNTY OF ])C\."'-PM..'
On this, the .;ll.l-+h day 01 Ju,L.'i . 198 '5 ,belore me. a
potary public In and for the sold Commonwealth and County, personally appeared
...l<:c\J'\ ;r,.,~N:trn .jlJf)e') ,known to me (or satisfactorily proven) to be the person whose
nams Is subscribed to the foregoing Revocable Living Trust and acknowledged that he/she
executed the same for the purposes therein contained.
WITNESS my hand and notarial seal.
dw 6 t.b.C'fff
Notary Public '
My Commission Expires:
(SEAL)
011).1''(1
, .
31hH-,t IBm (tllll ffil'l,htlltl'ltt
'.""" .I
I, J,'Mf UWII.\H .1li.~~I:S, nr tho Uorouch l')f U"r'ltQ)'shur:t,
CUAb..\on~ nnd 510'0 nf ronn'rlyonla, Anho, pnbllah Ind ~..I.r. Ihlll
to be MY Illut Hi!.1 and 'l'osh,,,,n\. hl,.'ohy rovnkin:: nn'! n"kinr. void
I
any 3nd nil forner ~IIJ1G by no nt nny tino horotororo "~do, I
S. 1 diroct tht> l.n)'nlJnt of II)' Just elcbts nntJ funarr.1 O!ipoll.oa\
IU lonn "ftar f1)' tlooonae na nl\)' tlO convf'nl..nt to 11)' !;~QCII\rlr hltrein-
..ftor nl\llIod.
:!, I r:ivlt, ctc!viso rnl1 hoquanth all or U)' Dstate, reAL t.n~
porsonal, unto ny h"sbnnlS, ;lnrnl~ Junta, if ho s"rvives no for tno
period of throD nOllthe.
3. Irn~' huaband. lIDrfll': .10n.n, dnCII not survl'.'o rlO for the
poriod of tllroo nonti'5, I dispose ~r nr alt~to ~s foll,uSl
.
.,.
I :1\'(' anti 'Jcf;uonth ona-hl.lt of IW cstnto unto n)'
son, Donnlll 11'nl'a~ JQn~s rnd to his iS5"0.
n. I ~ivo Dn~ boql1onth tho ronnini":' ono-h~lr or ~r
Dltate Ilnto ny dDu::htor, Chnrlotte Janca Unhn aud to her hsue.
4. I diroct thot'r.ny l'oft1 ost3tO of Hhit:h 1 dio sohad snc,'.1.
toe c')n\'ortod into cash lJr ny ..::ocutor lu~roinnftor nnn.,d rnt! tho
proceods thoronf distriuutQfl ~" t~o bon;:ficinrios horollnder.
5, 1 dir"ct tllnt ft1\ ihryo of pcrsol1r.l P"OP",'t). in n:' osttto
bo distributor. il\ lcind \0 tllD b~noficiDrios horounilor.
O. THO dDcision ns (.0 \ho :)(:'~'l1cJnt of tho dabts, runora.l
expenses, tONes Gild o::ponoos of sottlanent of MY oltn~o fron
proceeds of onlo of real ostate or procoeds of convorsion of
porsonett)', oholl be at tho diroctitln of t,IO I:xocuto,' of this" n)'
\:1 11.
1. If nny benoficinry of U)' eslato shnlt be Q ninoI' at tho
ti~~ nf dlatriblltion theroof, I Appoint as ~uarllinn of .uch Ilillor or
",ino.'s, tho Dnllphin J)cpo'i~ 'j"'IISt Conpnn)', tilth offico ot f.ono)'no,
Ponnsylvania, Dnll I allthol'izo .nld GUl\rdinn, at it! discrotion, to
,
hold'ln tho form rocoivf]d, nny iten! racaivod in diah~ibution of 11~'
1J~~,tor tr RIJ!ll,y \:10 1ncoll0 r,'UII nn}' il1\'ostncnt5 nUl), if it ovpnr,rs
- \ -
L
to Silt" Guardian to be to tho btlt lnter..t of tho "ard, the
principal thoroof rroll tlmo'lo tI.., 10 lh. noinloll"nc., luppor\
nnd education or stich Minor.
8. La.li,. J no"!nat. and appoint .. executor of thi., ~y
\Ull, Ill)' hUlbltond. 1:"rold Jonos. If for an)' ronlon MY husbRnd doe.
not aot ftl &~ocutor of thia, Q, "ill, I appoint .a executor "orear,
the nnupllin ~1~pD.lt Trult CO"'P"">"o
l~' tllT~a:s~ '.llt;iIC!'\~', J horeunto .et 1.1)' ht\nd and lonl this
day of
-":'t U., 1067.
_t'
. -l....
(51:,\:.)
SlCnpd, loaled, published and doclarod by tho abovo naned
TOltKtrlx, a. her '.Iat 11111 Rnd Teltll~nt in tho prolonc. of tll,
who t It t .Ier roq'.lest. in her prolonco alUl in the prelonce of each
other, havo herounto subscribod our nane. as "ltnoloo..
. .\ "
--:-=-~::r)----
;", '",
~f'/.'-I..,. '1'-,;..-(..,:-
2
-- -- --...--" ~- -- -. --,--
~'........_. ____ _..__. ~"_. ._.__ _____ _~_ _a<'.~ .._.... ___ ___ ~,_.. ...___,__u
~AA;s1\1 ?~IJ1f~S:i::1:~!L;;~';i~~c;~~;.
ACN
RECEIVED fROM: I A~~~~~6~T m AMOUNT
NUMBER
DAUPHIN DEPDGIT DK & TR CO
Ivl
_:lCJ,jI.U'f
213 MARKET ST P 0 2961
HARRISBURG, PA 17105
fOlD I'I,.f -
f ,OI../If
ESTATE INfORMATION:
~ fiLE N MBER
I li1 21-1 995-0gee
I E1 NAME Of DECEDENT (LAST)
I JDNES JEAN INGHAM
: II DATE Of PAYMENT
I
: m POSTMARK DATE
: COUNTY
I
I
I
I
I
I
I
I
,
i
,
,
SSN 101t-36-7e67
(FIRST) (Mil
CUMBERLAND
DATE Of DEATH
m TOTAL AMOUNT PAID
.~63.elt
SK
REMARKS
DAUPHIN DEPOSIT BK & TR CO
REGISTER OF WI LLS
<::
RECEIVED BY , .t,,~ V )_A'~
f. I ,,/, /1)//
MARY C. I.EW IS. 0 1.Y~-1 /./1 , -
REGISTER OF WILLS '
SEAL
CHECK" 710b5l:!
H...._~.,_.'" ___ _____ -_._- -.~
"'-
.
. .
"
----
"
_... _.--.------ ....---...-.:l.~_ 4,1. r-r-._.'1:~
,
.
I '
I (
REV-1547 EX AFP 1120951*,1
CO""ONWU,t III or II(HHSVlVlHIA
(If PAl,,", HI or HI VI Nl.I[ I
IUlNIAUOf INDIVIDUAl "'_IS I .. I
III II I . 1801a0l
"AI'''ISIUPG, I'" IIlla'ObOI . !
ESTATEifFJlllirs'.--~'-'~~JEAJrcd,,,
DATE OF DEATH 11-20-95
I
NOTICE Of INIIERITANCE TAX I ACN
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE I
Of OEDUCTlONS AND ASSESSHENT Of TAX DATE 09-02-96
"1 'c"~FiiTNO~"--"Tr~'9~C:-092if"~-""~-
COUNTY CUMBERLA~D
101
NDTE' TD INSURE PROPER CREDIT TO YOUR ACCDUNT. SUBHIT TilE UPPER PORTION Of TIns fORH WITN YOUR TAX
PAYHENT TD TilE REGISTER OF WILLS, HUE CIIECK PAYABLE TO "REGISTER Df WILLS. AGENT"
REMIT PAYMENT TOI
SUE MAUERY
DAUPHIN DEPOSIT BK 8 TR
PO BOX 2961
HBG PA 17105
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
f - _~.:'~u~ R'.1.!.hd
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
R 'EV: iS47 -Eif -Ai: if- i rz: 95 T" NoYi C E - -or: - "iNliER if ANCE - Y Ii X -A"PPRii is EilENl"; - m:OW ANCE-iiR""" - -"..." - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JO~ES JEAN I FILE NO. 21 95-0928 ACN 101 DATE 09-02-96
If an assessment wes issued previously, lines 14, 15 and/or 1&, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. A"ount of Lina 14
lb. A.ount of LIna 14
17. A.aunt of Lina 14
18. P~lnclp.l Tax Dua
TAX RETURN WAS, C X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED. ON: ORIGINAL RETURN
1. h.l Eahl. (Schedul. AJ U)
2. Stocks and Bondl..Schedule 81 121
5. Clo..ly tt.ld Stock/Pa,-tn.,..hlp Int.,..,t (Schedul. CI f31
4. "Dr-taag.s/Not.. Racaivable (Schedule D) (4)
S. Ca.h/Bank Depo.it./ni.c. Pe~lonal Prope~ty ISchedule EllS)
&. Jointly Owned "roperty CSch~dule F J . 1&)
7. Tr.n.fe~. eSchedule GI e7)
8. Total Aueh
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. FunMr.l Expen.../Adn. COlh/nhc. bp.n... ISchedule t.. (If)
10. D.bt./no~tgag. Li.bilitie./Lien. ISchedul. I) (10)
11. Total Deduction.
12. Net Value of TalC Return
15. Ch.ritable/Gov.rn,.ent.l O.que.t. (Sch.dul. JI
14. Net V.lue of E.tat. Subject to TalC
NOTE:
at Spou..l rat.
t.lCabl. .t Line.l/Cl... A rat.
taxabl. et Collat.reI/CI... B rete
IISI
IIbl
1171'
TAX CREDITS:
PAYMENT
DATE
02-16-96
05-24-96
RECEIPT
NUHBER
AAI12516
AA112872
DISCOUNT It) I
tNTEREST I- I
650. on
,00 I
I CNANGED
15.000.00
82.840.50
.00
.00
154.527.02
.00
.00
IBI
24.988.64
1.31'4.80
1111
1121
1131
1141
.00
226.064.08
.00
x .0011
X .06.
x,15.
1181
AHOUNT PAtD
12.350,00
563,84
TOTAL TAX CREDIT I
BALANCE OF TAX DUEl
INTEREST AND PEN.
TOTAL DLlE
. tF PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATtON Of ADDITIDNAL INTEREST,
252'.367.52
n ,303 44
226.064.08
,00
226.064,08
,00
13.563.84
.00
13.563,84
13.563.84
.00
,00
.00
I If TOTAL DUE IS LESS TlIAN $I. NO PAYHENT tS REQUtRED,
If TOTAL DUE ts REFLECTED AS A "CREDt.'" ICR), YOU HAV BE DUE
A REfUND, SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. 1
c .
': '
""
I
o.
ll-'
"
'411J.
0:
.',
1)'
: l :,
00
RESERVArlONI [I'a'.. of dle.dant. dying on or bllor. Dlc..bat 12, 1982 .. I' anv lutur. Int.,.., In the "'1'1 I. ,ren.,.,rad
In Po.....lon or ."Jov..nt to CI... B (colla,.,,11 bln,flela,... of thl dlc.dent ,'t.r th. .~plr.llon of any ..tat. for
II" or for v..r't tha Co..onM..lth ha,.bv ..pt...lv r...tv.. the rlOht to IPpr.I,. .nd ...... tran,f., Innatltanel r....
.t tha I.~ful CI... . Itoll",ral) ,.,. an e"y such lutur. Int.r..t.
PURPOSE Of'
NOTICE.
To fulfill the r.qult...ntl of Slctlon ll~D 0' tha Inh.rlt.nel and E"'" ... Act. Act II 01 lq,.. 11 P.S.
hetlo" lUD.
PAYHrHT r
D,tleh th, top portion of Ihl, Hotlel Ind 'ubalt with your ply..nt to th, Rlgl,'" of Will. prlntld on Ihl r.v.,.. ,Ida,
"Haka ch.ck or .on.y ord.r p.Yllbl.. tal REGISTER OF' HILLS, ADENT
All p.y..nll recelv.d ahell flrat b. .ppll.d 10 .ny Inl.r.al which 811Y b. due wllh any r...lnd.r .ppll.d 10 Ih. t...
REFUND ICR),
A r.fund of . I.. credit, which w.a not requealed on Ihe 111. Relurn, ..y b. requealed by cOllplellng .n "Appllcellan
for R.fund of Penniylvanle Inherltnnce .nd [at. Ie ,.." IREY.1311). 'Appllcellonl are nvelleble nt Ihe Office
of the Aegllter of Willi, any of Ihe :1 Rev.nue DI.trlcl Offlc.., or by celll~ the .peclel :~-hour
enlWllrlng .ervlce ~ber' for for.1 ord.rlngl In P.nnaylv.nl. l.eDO.16:-Z0~0. outside P,nn.ylvanla end
within local Herrhburg IIren C717>> 7a7.e09it, 100' 1711) 772'.2'252' UlellrlnQ IlIp.lr.d Onl>>,,".
Any p.rly In Int.re.t not ,.tl,fled wllh the .ppr.I....nl, allow.nc. or dl..llow.nc. 0' deduction.. or ........nt
of ta. Clncludlng dl.count or Intar..tl .. Ihown on thl. Notlc. .u'1 obj.ct within .I.ty 1601 dey. of r.celpt of
thll Hotlce bYI .
OBJECl!ONSI
..wrltten prot..t to the PA Departll.nt of Rav.nUII, Boftrd of App.al.. D.pt. :aIO:I, Harrl.burg, PA 111:e.IOll. OR
-.el.ctlon to h.v. the lI.ttar deter.lned lit .u~lt of Ih. .ccounl of th. par.on.l r.pr..ant.tlv.. OR
...pp.el to the Orph.n" Court.
ADNI"
ISTRAlIYE
CORRECT 10NSI
r.ctual .rror, ai.covar.d on Ihl. ........nl should b. .ddr....d In wrlllng tal PA Dapnrl..nl of Ravenu.,
Buruu'of Indlvldu.l T..... AllHI po.1 A.......nt A.vl.w Unit, D.pl. za0601, H.rrlsburg, PA 11128-0601
Phon. (111) 181-6!10!l, S.. p.g. 10f Ih. bookl.1 "Inalructlonl 'or Inh.rlhnce la. R.lurn for. R.sldant
D.ud.nt" CREY.ISOI) for .n ..pl.nallon of ad.lnl.trnllveIY corr.cl.ble error.,
D1SCOUHTI
If any t.. du. I, p.ld within Ihr.. ell CIIhndllr .onlh. IIUer tha daud.nl'. d.elh, II flv. p.rcent ISin discount of
the la. pllld I. allowed.
PENAl IVI
Th. l!l~ tll. .~..IY non-Pllrllclpetlon p.nally I. coeputod on the 101.1 of Ih. Ie. IInd Inler..t 1I1.....d, .nd nol
p.ld b.fore January 18, 1996, the fJr.t d.y .fl.r Ih. und of the t.. .~n.lty p.rlod. Thl. nO"-~lIrtlelpatlon
penealy I. app.aaabl. In Ih. .... ..nn.r .nd In the the .... tl.. p.rlod a. YOU would app.al Ih. la. .nd Int.r..t
that h.. b..n .......d a. Indleet.d on thl. nollc..
INTEREST I
Int.r..t I. charged b.glnnlng wllh flr.t day of d.llnqu.ncy, or nln. C91 eonlh. and one C1) day frOG Ih. data of
d.ath, to th. dale of pay.ent. I.... which b.e... d.llnquent b.for. Janu.ry I, 1982 b..r lnl.r.at at 'h. r.t. of
,I. (~~J pere.nt p.r annu. c.lcul.led .t a daily rat. of .0001&~. All tll... which b.c... delinqu.nl on and .fl.r
January 1, 1982 will b..r Int.r.'1 at . r.t. whiCh will vary fro. ealundar y..r to cal.ndar y..r wllh Ihat r.t~
announc.d by Ih. PA Dapart..nt of A.v.nu.. Ih. oppllc.bl. Inl.re.t r.t.. for Iqal Ihrough 199& ara,
'!!!! Int.re.1 R,.,. D,.lly Int.r..1 rl'lctor ~ Inter..t R.t. D,.lly Inter..t r,.etor
1981 ZO. .aOO!l~8 1981 .. .000241
1981 16;( .0004.18 llJaa-lq91 11:< .aoOJol
198~ 11;( .aoOJol lIJ9l OX .aOOl47
IlJ85 In .ooont. Iq9S-lq'J~ ,. .00019;!
1986 ID:< .OH2'74 199!'-191)6 .. .aOOZ~l
ulnl.r..t h c.lcul.l.d .. follows:
INTEREST . BALANCE DF TAX UNPAtD X NunDER OF DAYS DELtNQUENT X DAILY tNTEREST FACTOR
~-Any Hotlce IlIu.d .U.r the In. beco... d.linquent will r.,hct 'In Inhr..t cllllcullltlon '0 fllh.n IISI days
b.yond 'h. d.'. of th. ft.......nl. If payeant i. .ad. .,tur the Int.r..t (oaputatlon date .hown on Ih.
Hotlce, I'lddltlonal Inl.r..t .u.t b. clllcul.tad.
STATUS REPORT UNDER RULE 6.12
Name of Decedent I JUlin In~\hllm .11l11"H
Date of Deathl Ill2n/g"
Will No.
I gll"-nnI11H
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the adnllnistration of the above-captIoned estatel
1. State whother administration at the estate is completel
Yes X No
. 2. I f the anRwer is No, state when the personal
representative reasonably believes that the administration will ue
complete I
J. If the answer to No.1 is Yes, state the followiny.
a. Did the personal rer esenLative file a final
account with the Court? Yes X No_.
b. The separate Orphans' Court No. (if any) for
the personal representative's account iSI
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Caples of receipts, releases, joinders and
approvals of formal or informal accounLs may be filed with the
Cerk 0 f the Orphans' Court and may be attached to this report.
Allfirst Bank. formerly known as n\ll Bank,
SucceSHor by murller to Dauphin Ileposlt Bank nnd
'I'ruHl Company f I~xl!cutor of the HHtntl! of .leon
Datel /;';17/:/ (, BY: .'.' " ) I,.'" , '" Inl\ham JoneH
'7 Signature Sue HuuerS-. Vice PreHident/TruHt
Off leer
Ail[ irHt Bunk
Name (Please type or print)
1'. O. Box 2961. IInrrisburll. PA 17105
Address
( 717 ) 255-2051
Te 1. No.
.,',
Capacity:
x Personal Representative
__Counsel for personal
representative
(MAHlrmt/AHJ)
RW-27