HomeMy WebLinkAbout95-00956
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I'ETITION Hm I'IWIIATE IIl1d GUANT OF I.ETTEUS
..9~_._~___
1::11111" 11/,.,. JllAN C. SUNDAY
alMJ lawn'1J f1.\ .
No..... .21-95~
To:
_,~_,_,.._.. ." IlogblClol Will, lur Iho
.....u .", ,...."..,... .'. .....,_ ,_.., /)"""II.\('d. CIIIIIII)' 01 ..,C:,UI!!!?l:!.rIII!1!1_ III Iho
SIII'iIlI S,.t'l/tily NII.1!lJ:J6,::4,71l.lL________, COllllllolI"oallh oll'ollll,yll'alllll
Tho I'OllliollOf Iho llllllorsigllo" '0'1'00111111)' '01"0'0'11' Ihlll:
Yom pClitlnlll'rb). whu b/url' lK )'l.'ar!\ uf IIgc Of nltler Ulllhc c\cl.:IIL9.r.____._~.___ nUII1t:d
IlIlho III" will of tho IIhol'o "0"""0111, "alo" _ AlIltIlS1.J.. , 19-.l15_
1111" cu"lcil(,) "alo" __lIone_
(\lllll' ,1.'1"'\.1111 dh'llllI\lllllt'l.'\, l',t:. 1l'lIlllld.llinn. dt',uh fir r'l'~lllur. ell',.
Cumberlnnd COllllly.l'ollllsyll'allla with
1846 Spring Hood, Cnrllsle, Pn. 17013
I>o~oll"elll WII' ""l11ldk" III "olllh III
I,-c~ III,t.!!J.Illi1\, or I',llIdl'"1 'o,I"oll~o III
4.~..~d.h~F.'- ~
llhl \lIt'l'I, fllllllhcllllltllIlundJlillil)"
1>00cn"01ll.lholl 71 yoars of IIgo. "10" November 23, .19 95
lit Leoder Nursing ond Rehobili1flJlon CcnlQr...QlIrllsl!l,...fll. .
Exocpt liS follows. "000"011I did Illll 11I1111)'. WIIS 1101 "ll'o,ood IIl1d dl" nol hll\'O II ohil" born or lido pi cd
lIf1er e.,ocllllolI of Ihe wlllofferod for probale; WIIS 1I01lhe \'lclllll of II klllillg IIl1d WIIS lIe\'er IIdjlldlcUled
IlIeolllpetelll: no exeeJll1Qns
Docclldelll III dellth oWllod prop",,>' with oSllmllled I'lIlnes liS follows:
(If domldled In I'll.) All person III properl)'
(If 1101 domkllcd III I'll.) I'ersolllll properly IlIl'ellll,)'11'1I11111
(If 1101 domiciled III I'll.) I'ersolllll properl)' In Conlll)'
VIIIIIO of relll esllIto III l'ellll')'I\'III1I11
sllIlIlIed liS follows:
$
$
$
$
unestimoted
WHEREFORE. petitloller(s) rospeetfull)' reqnesl(s) Ihe probllte of Iho III't will IIl1d eodlcil(s)
p,esellled he,ewlth alld tho gnllll of lellers testomenlorv
theron.
111'\lillllCllliH)'; mlmini\uluillll 1.'.1.11.: mhnlnl\Ullliun d,h.n.I.',I.".)
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OATH OF J>>EltSONAL IUWRESENTATIVE
COMMONWEALTH 0... I'ENNSYLV ANIA } l:!l:!
COUNTY OJ>' CUMIJEHLAND
The petlllllllor(,) IIbove-nnmed sweur(s) llr 1Iff1,m(,) Ihlll Ihe slalelllOnls In the foregoing I'etiliollllro
IIlIe IIl1d cOlleello Ihe hest of tho knllwledge nnd belief of pellllllno,(,) nlld Ihnl ns persllnnl rop,esell-
ulllve(,) llf Ihe nho\'e doeodolll pelitioller(s) Will,:':"lllld 11111)' IIdT"li,t'}'he cst III 0 nocordillg 10 IIIW,
S\\'~lrn III '!' Ilffi""Y~Tl'fnd ,"h,e,ihed f ~"""J~~o/- S(!
he~1 e lIIe 1,111,'_ :7.'; dill' lll..' ~
':1 ',~E.f!'~.r, ~ '15:-, Ii . / !O
ll. illl';fJ...::., 't.a_l,",~.._i%il2tlti, l1.1!jj , . ~
if Mory C. Lewis, 1I"Ri,>t,.t _ B:
/,5- 'ILl - .j
No.
21-05- 956
Estate of JI!AN C. SUNDAY
, Deceased
DECREE Q1<'I)IWnATE AND GRANT Q1<' LETTERS
AND NOW DECEMBER 21, 19~.ln consideration of the petlllon on
Ihe reverse side hereof, sallsfactory proof having heen presenled before me,
IT IS DECREED Ihal Ihe lnstrumenl!s) daled AUltUst I. 1005.
described Iherein be admllled 10 probate nnd OIed of record as Ihe InS! will of
Jean C. Sunday
nnd Lellers Testamentarv
nre hereby grnnted 10 Paul W. Sundav
FEES
,
(j! Me ller or Willi
MARY C. LEWIS
Frey and Tiley
by Robert M. Frey, Esquire #06274
375.00
3.00.
Pro bale. Lellers, Ele. ......... $
SharI Cerlifienles! 1) .. . . . . . . .. $
Renunclalion ................ $
X-Pages $ 6.00
JCP TOTAL _ $-38~~
Flied ..... .OECE.MI3EIl. .21,. .1.995.........
ATTORNEY (Sup. Ct. 1.1>. No.)
5 S. Hanover St., CarUsJe, PA 17013
Atl1>RESS
717-243-5838
PHONE
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Called attorney on 12-21-95.
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LAST WILL AND TESTAMENT
OF
.IEAN C, SUNDAY
I. ,lEAN C, SUNDAY. Ill' Nmth Middlctlln'lilwnship. (mailing uddrcss: 11146 Spring
ROllll, Curlislc. I'cnnsylvunia 17\lIJ l. Cumhcrlaml County. I'cnnsylvuniu, hcing of sounduml
disposing mind, mcmory uml undcrslanding. dll hcrchy mukc, puhlish und dcclurc Ihis us uml for
my Lust Willuml 'Icslumcnl. hcrchy rcvllkin[l IInd milking vllid any uml 1111 Wills und Codicils
herelofore mlllle.
I . I direct my hereinafter named Executor Ill' Execulnrs III PIlY all of my just dehts und
funerul ellpenses us snon ufter my death liS may he fnund cnn\'Cniel1ltn dn sn, including uny und
ull inhcritunce. transfer, successinn and eslute tUlles which mllY hc paYllhlc on accnuntnf my dcuth
regurdlcss of whcthcr thc ussets upon which such taxcs mc huscd arc includcd in my prohutc estlllc
or olherwisc.
2. I directthUlmy funcral serviccs hc cnmluclcd hy Ewing Ilrnlhers Funcmlllnmc. 6J\l
South Hunover Strect. Curlislc, I'cnnsylvuniu. ami Ihatmy hlllly hc intcrred nn my huriallnt
locutcd in Wcstminster Memnriul Gardcns loclllcd in Nnrth Middletnn 'Ihwnshipnear thc Bnrough
of Curlisle, Pcnnsylvuniu.
3. I give, dcvise und hequeath thc sum nf Sill Hundrcd Thousand IInd no/IOn on
($600.000.00) 'n Dollars to Furmcrs Tnlst Company and its successnrs. One Wcsl High Street.
Carlisle. Pcnnsylvuniu. in trust. to invest and rcinvcstthc sumc und In puy thc ineomc urising
therefromut rcgulur intervuls ut least unnuully to or fur thc hcnelit of my hushand. Puul W.
Sunday. so long us hc shalllivc und ut his dcath thc sume shull hc dividcd intn cquul shures und
distributed to such of thc following numed ninc (9) pcrsons who shull hc living utthc timc nf dCUlh
of my husbund, Puul W. Sunduy. if he shull survivc me. hut should he fail to survive mc thcn to
such of them us shull survive me by a pcriod of ninety (90) duys. hut should uny of the following
numcd persons fail to so survive me thcn thc shurc such dcecused pcrson would havc received
shull pass to such of his or her Icgitimute issuc who shull so survive mc. pCI' stirpes, und if there
be no such legitim ute issuc the sume shull be uddcdto thc shure or shures of the other persons.
The nine (9) persons arc my gnmdnephew. Miehacl Glcnn Guisc. who is thc son of Sherry Guise
who is the widow of my nephew Glenn Guise. of 107 Spruce Strcet. Curlislc. Pennsyh'uniu; my
nephew, Burry L. Guise. of 312 North Bultimore Avenue, Mt. Holly Springs. Pennsylvuniu; my
nephew, Donald L. Guise. of 4283 Curlislc Roud. Curlislc. Pcnnsylvaniu: my ncphcw. Harvcy
Guisc. of 3082 Tichy Drivc. MI. Holly Springs. Pennsylvuniu: my niece. Judy Russell. of 231
North Bultimore Avenuc. Mt. Holly Springs. Pennsylvunia; my niece. Plltsy Schmidt, of 3.C
Gurlund Court. Carlislc, Pennsylvunia; my niece. Cnnnic White, of 68 Fairview Street. Curlislc.
Pennsylvuniu: my hushand's niece. Sulltlra Loy. of BOll 188. R. D. #1. Shermuns Dale.
Pennsylvuniu: und my hushund's nephew, Fmnk Kline, of 758 Burdell Drive. Astin.
Pennsylvaniu.
4. All of the rest. residue und remainder of my estutc, rcal, pcrsonul U1ltlmilled, and
wheresoever the sume may he situute. I givc, devisc ullLI hcqucuth tn my hushand. Puul W.
SundllY, his hcirs and ussigns. hut should hc fail 10 survive me thcnl givc, dcvisc und bequcUlh
thc samc to the persons entitlcd to distrihution from thc trust fund provided in paragruph No. 3
ahovc. their heirs IInd ussigns. in the samc prnpnrtions as thc dislribution frnmtlmt fund.
5. I hereby nominatc. constitute IInd appllil1lmy hushund,l'lIul W. Sunduy. as ElIeculnrof
this my Lllst Willllnd Testamel1l, but should he predeceuse me nr fail to qualify or eeuse scrving (IS
such then in such cventl nominale. constilute und uppointmy nephew. Burry L. Guise. of 312
North Bultimore Street. Mt. I lolly Springs. I'cnnsylvllniu, and my hushaml's niece. Sandru Loy.
of BOll 188. R. D. # I. Shernmns Dulc. I'ennsylvuniu. us allcnllllc ur succcssor ElIceutors. und I
further direct tlmt none of them shull he requircd to post any honds to secure the fuhhful
performance nf his or her duties in the Cnmmonwealth nf I'cnnsylvunia or in uny other
Jurisdiction.
6. Should uny pcrsonless than 21 years of uge he cl1litled to distribulion from my estUle or
from the trust fund hereinuhove provided. I nominate, constitute IInd uppoint Furmers Trust
Compuny uml its successors. Onc Wcst High Strcct. Curlislc. I'cnnsylvunlU, us Guardiunnf thc
estate of each such pcrsnn und muhnri/e ullLl direct ittn rcceive nr rctuin thc sumc IInd to pay thc
income urising thcrefrom Ul regular illlcrvuls III Icastllllnually In or fur thc henelitof thut person.
und I furthcr uuthori/c und direct suid Guardian of the estate 10 pay from principal fromtimc to
time whutcvcr umount in Ihc Guardian's npinion is necessary or dcsiruhle 10 he ellpcndetl for Ihe
proper nlllintcnuncc. support. und edueulion of such pcrson, which paymenls shall he mude to nr
for the benclit of such person. und upon such pcrson ullaining 21 years of age to pay to him or her
the then remaining principlc logethcr wilh nny undistrihulcd income.
Pagc I of 3 I'ngcs
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7. In addition to the powers confcrred hy law, my herclnhefol'C named Trustee. Execator
and Exccotors und Guurdiun of the estute of uny person less thun 21 ycurs of uge ure empowel'Cd
to:
u. 1b invest uny pUrl of the trust corpus in such securities. investments. or other
properly us muy he deemedudvisuhle und proper, irrespective of whether the sume are uuthorized
for the Investment of trust fuuds under the luws of uny governing jurisdiction.
b. With respecttouny corporntion, the stocks, honds. ur other securities of which
muy he held. to vote in person or hy proxy on uny shures of stock; tu consent tuthe merger.
consolldution or l'Corgunizlllion of such corporntiuns; to consent tuthe leusing. mortguging or sule
of the properly of uny such corporntions; tomuke uny surrender. cxclulIlge or suhstitution of sueh
stocks. honds or other securities us un incidenttu the merger. cunsolidution or reorganization of
sueh corporations; to puy allussessments, subscriptions und olher sums of money which muy he
deemed wise and expedient for the protection undmuintenunce of the proporlionute interest of the
investment in such corporntions; to exercise uny option or privilege which muy he conferred upon
the holders of such stocks, bonds. or other securities of such corporations either for the
conversion of the same into other securities or for the purchuse of udditionul securities, and to
muke any and all necessary payments which muy he required in connection therewith; and
~enerally to huve and exercise as to ull such stocks. honds and other securities. the powers of llIl
mdividuul owner who is under trust ohligution.
c. To hold the trust corpus in one or more consoliduted funds in which separule shures
shulllmve undivided interests.
d. To sell at public or private sale for cash or upon credit. or parlly for cash and pUJ1ly
on credit, and upon such tenns und conditions us shull he deemed proper. any purt or purts of the
trust estute, and no purchaser ut any such sule shall be bound to inquire into the expediency or
propriety of uny such sale or to see to the Uppliclllion of the purchase moneys arising therefrom.
e. To keep on hand and uninvested such money as may be deemed proper and for
such period as may be found expedient.
r. To compromise. sellle or arbitrate uny claim or demund in fuvor of or aguinstthe
trust estute.
g. And authorized in the discharge of fiduciury duties, to cmploy counselund to
detennine and to puy such counsel reasonable compensation which shall be churged against the
principulor income of the trust fund, and shall furlher be entitled to churge against the principal or
Illcome such other reusonable expenses and churges as muy be nccessury and proper to incur for
the proper discharge of fiduciary duties and for the proper munagementund udministrlltion of the
trust estate.
h. In muking uny division of properly into shures for the purpose of any dislribution
thereof directed by the provisions of the trust, to make such division or distribution, either in cush
or in kind. or pUrlly in cash und purtly in kind, us shull be decmed most expedient.und in making
any division or distribution in kmd muy allot any specific security or property or any undivided
interest therein to anyone or more of such shures. and to thut end may appraise any or ull of the
properly so to bc allotted and the judgment as to the propriety of such allotment and as to the
relativc value for purposes of distribution of the securities or properly so allotted shall be final and
conclusive upon all persons interested in the trust or in the division or distribution thereof.
i. And authorized to register uny slmres of stock or other ussets of any trust in their
own names or in the name of u nominee.
j. To retain any investments or mutual funds which Imuy own utthe time of my death
und in uddition to investuny part of the Tru" corpus in such mutuul fund or mutuul funds as may
be deemed advisuble or proper, irrespective of whether the sume are uuthorizcd for the investment
of trust funds under the luws of any governing jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand und seal to this my Last Will
llIld Testament. written on two (2) pages plus a witness page. this 1st duy of August, 1995.
^
d .i.r.T/1,f (I,
Jeun C. Sunduy
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.kur/ (~f1<f (SEAL)
Page 2 of 3 Puges
21 - 95 - 956
REGISTER OF WILLS OF CUMIlHlU,ANft;OUNTY
OATil OF SUIJSClmUNG WITNESS
Haberl 111. Fre}' nnd II.1nry_I;. G~!lsler
lIXXbDIk
(each) a subscribing wllnc" 10 Ihe wll\ presellled herewllh, (each) being duly qnallfied according 10
law, depose(s) alld say(s) Ihlll lhe)' werc presenl and saw
Jenn C. Sundny
Ihe leslal or , sign Ihe sallie IInd Ihlll _tilcy.onch signed as a whness allhe
requesl of leslal..llL- in hCL- presence IInd (In Ihe presence III' each olher) (in Ihe presence of Ihe
olher subscribing wllne..(es)).
Sworn to or affirmed and subserihed hefore (2~ ~~, ~~
me Ihis 19TH day of Roberl M. Prey (Name)
1.9 ~~, - 55" IInnover Sl., Ctlls1.e, PA 7013
, , bt <<;/1.:1. / ' (AIIUress) /
RegiMer (/ 7Ad~';, 1;" Ph: <' II I"
Mnry E. dens1.er (Nutl/e)
16 Orion Rand, Cnrlisle, PA 17013
(Address)
REGISTER OF WILLS 01<' COUNTY
OATH 01<' NON-SUBSCRIBING WITNESS
, ~ ,
(each) a subscriber herelo, (euch) belug duly quulified ueeording 10 law....d~(s) and sny(s) that
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I'ullllllur with Ihe slgnulure of ,,/
//eodlell
testat_ of (one nf Ihe subscribing wllnesses ,IO( Ihe wll\ presenled herewhh and
, / codicil
that believes Ihe slgnulUre on Ihe wll\ is In the handwriting of
10 Ihe best of
knowledge aud beller.
, "
....,
Sworn to or nrrinned'lind subscribed before
me Ihls _' ' day of
~' 19
',,--
.....
.....
(NUIllI.)............
"
(Address) ""
RtJ~i.'i(('r
(Nutl/e)
fllddre"s)
.'.:1 ,-
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E
-----
CERTIFICATION Of' N.OTICI; UNl?t:IU!.{.!},E 5.6(a)
Name of Decedent:
JI!AN C. SUNDAY
Date of Death:
November 23, 1005
,Admin. 110.
21-05-056
Will No.
To the Registen
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' COlJrtHules was served on or mailed to
the following beneficiaries of the above-caplioned estate on
January 4, 1996 :
Name Address
Farmers Trust Company, One W.lIIgh Street, Carlisle, I'A 17013
PAIII \Yo. RllntlAY, IR4R Rprlng Rtl., r.Arll.I", PA 17013
Michael OIeon Guise, 107 Spruce St., Carlisle, I'A 17013
RArry I.. nlll.", 312 N. RAHlmnr!' Av!'., Mt. Hnlly Rpclng., PA 170R5
Donald L. Guise, 4283 Carlisle Road, Gardners, I'A 17324
IInrvl1Y nlll.", 30R2 TI!'l1y nr., Ml Unlly Rprlng., PA 17.065
Judy Russell, 231 N. Baltimore Ave., Mt. 1I011y Springs, I'A 17065
Pnt!;y Schmidt, 3-r. Gnrlnnd Ct., Cnrll.ln, PA 17013
· additional names listed below
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except no exceptions
Da te : January 4, 1096
jr.J --
t,r-t:"t.>..{ ...~.r. .~...
Signature (
Name Hobert 1\1. I'rey
Address 5 S. lIanover St.
Carlisle, I'A 17013
,
C)
Telephone ill71-243-5838
Capacity:
Personal Representative
Counsel for personal
representative
x
· Connie White, 68 Falrvlew St., Carlisle, I' A 17013
Sandra Lay, Box 188, H. D. #1, Shcrmans Dole, PA 17090
Frank Kline, 758 Burdett Dr., Aston, J> A 19014-2508
! R(V.U.QOU. 1,.Q.1
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OIClOINi UA"'I IIA . f..\ AIm -.o'Olll1 ".,1."11
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
,=..
':.-
'OR OATIS 0' DEATH AnER 12/31/91 CHECK HERE
I' A SPOUSAL ..
POVERTY CREDIT,IS CLAIMED ( )
flU NUMBER - ,
'XI 'is '7:...1.-
COIH4IY coor Y[AR 'JUMRIR
!lltlllf!.'i(O-.o'111I A(JOIIU
_ SU!'l()~'aJ..o!~_A!'I,C., '" ,,' 1840 Sprhll\' Hond
lOC''', "eulllY NUM" II !01.'(0' 01 Ail. ]',J",II 1,,',"',"" ,CurllslO,' ,P ^ 1,7013
187-10-4798 ,____. .. 11,'23,'05 11/12/24 c.., Curnberlllnd
.., ."l<;;~~{'~~~ ~~~;~I:~WI""I I el' e~~ ~'f~~l '~'11.1I -'I"X;'~~::~'~j~ii~;';'" '[A~~ti~-'J~~~r;;~I'~\~i~'rl~'{ury of $562,291.02
'--..,..--- -- -----,--,--- -truNt fund
lKl 1. Orig'nal Relurn [J 2 Supplemenlal Relurn [} 3. Remainder Relurn
Ifor dole. of deolh prior 1012.13.021
o ... limit.d Ellal. [J..o Futurelnl"e'l Campromi", 0 5. Fed.ral E.lal. To. Aelurn R.qulred
Ifo, dalll of d.alh oft" 12012.821
~ 6. Dec.d.nl Diod T..,OI. [J 7. Dec.denl Mainlained 0 living T,u" ...D- 8. Tolal Numb" of Safe Depo.il BO"I
IAnach copy of Willi (Allach copy of Tru'l)
AU CORRESP.oNDENCIAND CONFIDENnAL TAX INFORMATION SHOULD BE DIRECTED TO.
...... .,
1"')\
i.':,
HAM
(0101'11 t( MAllINQ ADOln
Frey ond Tiley
ttU'HONI NUMa..
5 South Hanover Street
Carlisle, "A 1701.3
:TJ
243-5838
,
I. Real EUal. (Sch.dule A)
2. Stach and Bond. (Sch.dule BJ
3. Clollly H.ld 5tocUPorlner.hip Inler.1I (Schedule q
.t, Marlgag.. and Noles Rec.ivabl. (Schedule 0)
5. COlh, Bonll Depo.ill & Milullan.au. P.llonol P,aperly
ISchedule EI
6. Joinlly Own.d P,operty (Schedule FI
7. T,anl'.1I (Sch.dul. G) ISch.dul. LI
8. Total Gran An," Ilotollln.. 1.7)
9. Funeral Eap.n.... Admlnhtralive Colli, Mllcelloneou.
Eap.nl.. (Sch.dul. HJ
10. D.bll, Mortgag. lIabilili... Uen. 15chedul. I)
11. Tolal Deducllons (Iolallln.. 9 & 10)
12. N.I Volu. of Est 01. (L1n. 0 minul Line 11)
13. Charitable and Governmental Bequell' (Schedul. J)
U. N.t Value Subject 10 To. (Line 12 minu. Line 13)
15. Spou.ol T,an.f.1I Ifor dole. of d.alh after 6.30.9..)
5.. Inu,uctian. for Af,plicoble Percenlage on ReVille
Side. (Include yalu.. 'om Schedul. Ie 0' Sch.dul. M.I
16. Amount of L1n. U 10. obi. 01 6% ral.
(Include volu.. from Schedule Ie or Sch.dule M.)
17. Amounl of L1n. I.. la.oble at 15% ,ale
(lnclud. volu.. from Schedule K or Schedule M.)
18. PdncJpal to. du'IAdd 10. 'rom Line. IS, 16 and 17.)
19. Credill Spoulol Pove,ty Credit P,iar Paymonll
+
111--
121
131
(A 1
IS) 566,304.32
161 Ten. by entirety
(11
"
566,304.32
(91
1101
4 ,ill'z.JJl
I B I
4,012.70
562,291.62
111)
112)
(131
(lAI
562,291.62X.~a
562.291.62
0.00
(IS)
1161____,__,__,.._,____x .06 a
(l7),___,__..__,__..x ,IS a
(lB)
0.00
DilCount
Inlore.1
+
119)
120)
20. If lln. 19 I. greole, Ihon line 18. enler the diUe,ence on Line 20. Thll i, Ih. OVERPAYMENT.
aD
21. If Line 18 II gtlole, Ihan lIn. 19, enler Ihe difference on L1n. 21. Thll i. the TAX DUE.
A, Entll Ih.lnl"'" on the balance due on Lin. 21A.
B. Enler th. 'olal of Line 21 ond 21A on Line 218. Thil II lh. BALANCE DUE.
Moll. Check Povable lal AeUI.I., af Will., Auenl
Chock hdro if you aro roquos'lng 0 rofund of your ovorpaymont.
0.00
(21) _
121A)
(2IB)
\Io'il; '. . ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~, ~
Under p.nolti.. of perjury. I doclare Ihall hove uaminod Ihil relu,n. Including aCl:ompanying uhedule. and .talem.nll. and to lhe b.1I 0' my ~nowledg. and bellol.
It I, tru.. correcl and complele. I d.c1otllhal 011 1101 ellale ha. been reparled allrue marke' value. Declaration of p"parer other Ihan Ih. p'rlonol repr...nlalive I.
bos.d on all Info, motion of w ich pr.parer ha. any ~nowledge,
ilONA IE Of' SO'~~S'ONi ('01 flUNG IUIN "POilU DAft
fA,.. , ct1__.I_84_f~!)p.!:f.r}ILI!..chL~II.r:.!I"~I,~/P^ 1701..L.......__ Scot.
NA U (0' INA" HAt4 "1"1 UtI..tlVlt AOUI(U DAll
~-)" ""h...;- .1-'-'----~-S~ 1.l.III!.O_V~r,~t." C.!.l.~II1i~!.!~A..J!l!.!.i!___ ______ Sept.
.1996
,1906
Act #48 of 1994 provldel for Ihe reduction 01 Ihe lalC ralol Impoled on Ihe nel value of Iranden 10 or for
Ihe ule of Ihe IpOUID. The ralel 01 prelcrlbed by Ihe IIalule will bnl
. 30/0 (.03) will be appllcabla for 0110101 of decedanll dying on or afler 7/1/94 and before 1/1/96
. 20/0 (.02) will be applicable for ellalel 01 decedents dying on or after 1/1/96 and before 1/1/97
. 10/0 (.01) will be applicable for ellalel of decedents dying on or afler 1/1/97 and before 1/1/98
. Spoulal Iranden occurring on or alter 1/1/98 will be DlCempl from Inheritance lalC.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS.
1. Old decedent make a tronsler ond:
a. retain the use or Income of the property tronsferred, .......................................................
b. retain the right to deslgnote who sholl use the property tronsferred or lis Income, ...............
c. retain a reversionary Interest; or ...................................................................................
d. receive the promise lor life 01 either payments, benefits or care' .......................................
2. II death occurred on or belore Dacember 12, 1982. did decedent within two years preceding
death transfer property without receiving adequate conslderallon' II death occurred alter
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration' ........ ......,.,.,.. .................... ..... to.................... ,...............0.'. H.........
3. Old decedent own an 'In trust lor' bank account at his or her death"'....................................
YES NO
x
x
X
X
X
X
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.
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COMMONWfAUlt 0' 'fNNUlVANIA
INHunANCf tAX .flU'"
UIlDfNIOICfO(NI
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
JEAN C. SUNDAY 21-05-056
Jolnll.nan'I.).
NAME
A. Paul W: Sunday
ADDRESS
1846 Spring Ilond, Cnrllsle, I'n.
RELATIONSHIP TO DECEDENT
Spouse
B.
C.
Jolnlly-own.d prap.rty.
ITEM LmER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBER JOINT MADE DESCRIPTION OF PROPERTY
TEN ANT JOINT OF ASSET 'M> INT. DECEDENT'S INTEREST
1. A Harris Snvlngs Bank C/O Tenancy by entlr
2. A 1994 Ford Explorer Tenancy by entlr
3. A 1000 Lincoln Sedan Tenancy by entlr
4. A Misc. household goods Tenancy by entlr
5. A House and lot of ground at
1846 Spring Rd., CarUslc,
Cumberland Co., Po. Tenancy by entlr
6. A Smokercraft boat with outboard
motor Tenancy by entlr
TOTAL (Aha enter on line 6, Recapitulation) 5 Tenancy by entlr
ety
ety
ety
ety
ety
ety
ety
(If more spoce is n&eded inu,,' additional sheets of lome sile)
'1","111'.1''')
ESTATE OF
ITEM
NUMBER
.
CQMMQUW,Atht Of 'llmnl""'''IA
IUttflll'...U(('.... lUlU'"
IlnIOI'" OfCfDlU1
JllAN C. SUNDAY
A. Funoral Expon...,
1.
B.
1.
2.
3.
4.
C.
1.
2.
3.
4.
S.
6.
7.
B.
J
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEO~S E,~P~~,S.E~ , .,u_,_Ploa.o Print or T~p.
[:1 E NUMBER
21-95-956
,-----.-----,-,--"
DESCRIPTION
AMOUNT
Admlnl.tratlv. Co.'"
P.rlanal R.pr.s.ntatlv. Commissions
Social S.curity Numb.r 01 P.rlanal R.pr.s.ntatlv.:
Y.ar Commissions paid
AlIarn.y F...
Family Ex.mpllan
Clalmanl Paul W. Sunday
R.latlanshlp
Spouse
Addr.ss 01 Claimant at docodent's d.alh
Stro.1 Addr...
City
Prabat. F..s
MI.c.llanoau. Expon....
Slat.
Zip Codo
Cumberland Law Journal, advertising Letters
The Sentinel, advertising Letters
TOTAL (Also onl., on lino 9, Rocapilulation)
(If mar. .paco I. nood.d, In.ort addlllonal .h.... of sam. .Izo.)
5
3,500.00
389.00
60.00
63.70
4,012.70
".1'11".01'1
ESTATE OF
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
ITEM
NUMBER
1.
~'l~'\)
'!::'P/f.;!'
[O....OII.....'..IIH 01 'ftl~"I\'olt.,..
IHHllnAH(f 'A. InUIH
IIIIDIHI DIUDIHI
L
FILE NUMBER
SCHEDULE J
BENEFICIARIES
JI!AN C. SUNDAY
21-95-956
-------------- ~---------.
--.------------ -"'--.._--- _.-~
NAME AND ADDRESS OF nENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
^. To.obl. Sequ.,":
I'aul W. Sunday
1846 Spring Road
Cnrllsle, I'A 17913
Spouse (.Ife income
beneficiary of
$562,291.11Z' trust
fund plus residue of
esta te In excess of
$600,000.00
Grandnephew 1/9 interest as
remainderman of
$562,291.62 trust fund
Nephew 1/9 interest as
remainderman of
$562,291.62 trust fund
Nephew 1/9 interest as
remainderman of
$562,291.62 trust fund
Nephew 1/9 Interest as
remainderman of
$562,291.62 trust fund
Niece 1/9 interest as
remainderman of
$562,291.62 trust fund
Michael Glenn Guise
107 Spruce Street
Carlisle, I'A 17013
Barry L. Guise
312 North Baltimore Avenue
Mt. \lo\1y Springs, I'A 17065
Donald L. Guise
4283 Carlisle Road
Gardners,I'A 17324
Harvey Guise
3082 Tichy Drive
Mt. \lo\1y Springs, l' A 17065
Judy Russe\1
231 North Baltimore Avenue
Mt. \lolly Springs, PA 17065
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charllabl. and Gonrnmenlal BllqulI,h:
NONE
TOTAL CtlARITABLE AND GOVERNMENTAL BEQUESTS IAI.o enlo' on line 13. RlCopitulotion) S
(If man. Ipace Is n..d.d, In..rt additional she.,s of sam. 1118)
/:,-7<1.;. ..:.~
.
B"~CAU ~- IHDIVIDUAL TAMES
IHtIEA1TAHC[ lAX DIVISION
OCPf. rlOUl
l\ARAlSt""G, PA UUI-OUI
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
('/
HDTlCE DF IHIIERITAHCE TAM
APPRAISEHEHT, ALLDWAHCE DR DISALLDWAHCE
DF DEDUCTIDHS AHD ASSESSHEHT DF TAM
In-'It'" "'111-'41
03-03-97
SUNDAY
11-23-95
21 95-'0956
CUMBERLAND
101
FREY & TILEY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
CDUNTY
ACN
A.aunt R..1thd
JEAN
C
1
PA 17013
\
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifE'i=i5W-iX-"j:ji-n'2=9&Y-HiifiCi--OF-YtiiiiiiiTANcE-i"AX-WpjiiiisiHEHT-.--"i.i."OWANcE-OJi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEAN C FILE NO. 21 95-0956 ACN 101
TAM RETURH WAS' I I ACCEPTED AS FILED I XI CHANGED SEE
ESTATE OF
SUNDAY
DATE
ATTACHED
03-03-97
NOTI CE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 E.t.t. (Schedule Al (1)
2. stock. .nd Bondi (Schedule 8) (21
5. Clo..ly HIld stock/PartnershiP Int.r..t (Schedule C) IS)
4. "artoag'I/Hot.. Receivable (Schedule OJ 141
S. Ca.hlB.nk Depolita/Hisc. Parlonal Property (Schedule El IS)
6. Jointly O~d Property (Schedule f) (6)
7. Transfar. (Schedule OJ (7)
8. Tot.l A...t.
HOTEl To in.ur. proper
credit to your account,
lubelt the uPper portion
of this fora .1th your
taM. pay..ant.
.00
.00
.00
.00
566.304.32
.00
.00
IBI
566,304.32
4.012.70
.00
1111
(12)
I1S1
(14)
".n,? 7D
562.291.62
.00
562,291.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. fun.ra1 E~pan.a./Ad.. Co.t./Hilc. EMpan.a. (Sch.dula H) (9)
10. D.bt./Hortg.ga Liabi1ltl../Ll.n. (Schadula Xl (10)
11. Tot.1 Daductlon.
12. Hat V.lua of Tax Raturn
IS. Charitabl./Gov.rnMant.l a.qUa.t. .Schadula J)
14. Hat V.lua of E.t.ta Subjact to TaM
If an assessment was issuad previOUslY, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. A.uunt of Llna 14 at SpoU.al rata (15)
16. Aaount of Line 14 taxabla at Llna.l/Cl..' A r.ta (16)
17. Aaount of Line 14 t.Mabla .t Collataral/Cl." 8 r.t. (17)
18. Principal TaM Due
14, 15 and/or 1&, 17 and 18 will
raturns assessed to date.
NOTE:
.00
.00
.00
.00
.00 MOOD.
.00 M .06.
.00 M .15.
I1BI
TAX CREDITS:
PAYHEHT
DATE
RECEIPT
HUHBER
DISCDUNT 1.1
IHTEREST c-)
AHDUHT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE IHDICATED, SEE REVERSE
FDR CALCULATIDH DF ADDITIDHAL IHTEREST.
I IF TDTAL DUE IS LESS THAH '1, HD PAYHEHT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eA), yoU HA'f' BE DUE
A REFUHD. SEE REVERSE SIDE DF THIS FDRH FDR IHSTRUCTIDHS.I
,.
RESlRVATIDHI (It.... of d.cedent. d,lng on ar before D.c..ber II, 19.2 .. .f any future Inl.r..' In the ....., I. trln"'rr~
In po.....lon ar ....Ja'.ent to CI... I (calhl.r.U bentlflcl.r1.. of the decedent .ft,,. the ..pltatlon of eny uhl. far
11'. or for Y"'" the C~.lth ~reby 'kpr...., r".rv.. the right to eppr.... .nd ...... tr~.f.r Jnherlt~. ,....
.t the l...ful el... . Icoll.t.,.U nt. on "'1 .uch lutur. lnt.,..t.
......... OF
NOffell '0 fulfill the ,.....tHen.. of SHtlon tlftO of 1M InherU....u W1d ht.h T.. Act, Act ZZ of 1991. 12 P.S.
SecUon 11ftO.
PAYH[HT I
Detach the top portion of thl. Notle. .nd .ub.lt with your p.,.ent to the R.ga.t., 0' Will. printed on the ,.v.r.. .10..
__"..... check or IKMMY ord.r PlyBbI. tal REGISTER Of' MILLS, AGENT
All p.pent. rH.lved .h.ll flnt be -wl1.d to MY In"'''' which .,, b. dut with MY t...lnd.r appll.d to the t'Jl,
Rfn.wD (CA)I A ,"und of . In credit, which .... not r..,...tMt on the Ta. Rdurn, ..~ be requ..tMt bV co..,htlng en "Appllutlon
fDr R.ftni of PeN'IsvlvMI. Inharltanc. end Elt.t. le." (REY-UU). Application. .rs av.llabl. .t thl! Offlca
of the Rsgl.t.r of Will., env of the'S Asvenue DI.trlct Of'lcs., or b~ calll~ the .pacl.1 "-hour
an.werlng ..rvlc. ~r. for far.. ard.rlngl In P~.vlvanl. l-aoo-16Z-Z0S0, out.lda Penn.vlvanl. end
within loc.1 H.rrl.burg ars. (717. 711-1094, TDuI (Ill) "'-l2S2 IHe.rlng leptlrMt Unlv'.
CIJ(ClIDHSI Any p.rtv In Int.,..t not ..thfl.d with the ItPprah..ent, .lIawanc. or dh.Uowane. of deduction., or .......ant
of t.. (InclUding dl.count or Int.r..tJ .. .hown on thl. Notlc. .u.t obj.ct within .I.tv (60J dlY' 0' rlcllpt of
thlt Notlu bYI
"written prot..t to the PA D.part.ent of R.vtnUe, lo.rd of App..h, Dept. nUZI, H.rrl.burg, PA I'UI-IUI, OR
".Iectlon to h.v. the ..tt.r det.r.ln.d at ItUdIt of th., .ccount a' the p.nonal r.pr..ent.Uv., DR
--appe.1 to the Orphan.' Court.
AOHIH
lSTRAlIVE
CDRMClIDHSa
factu.1 .rror. dl.coyer.d on thl. ........nt .hould b. addr....d In writing tal PA Cep.rt.ant 0' R.y~.
Bun., of Individual Tau., ATTNI Po.t A......"'t Ravlew Unit, D.pt. :S0601, Harrl.buru, PA 11IU-0601
~ 1117J '.'.6505. S.. pag. 5 of tha booklat "In.tructlon. for Inh.dtanes Ta. R.turn far a R..ldent
CK"....t.. (Rt:Y-I50lJ for an ...planatlon of ~lnhttttlv.lY correctllbl. atror..
DIICC:UUI
If any ta. due h P.ld within thr.. IS) calend.r ""th. aftar the d.cadent'. d..th, . U"'. parc."t IS:C. dhcOW'lt of
the ta. p.ld h .110w.d. '
PENAlTVI
T~ 15:< t.. eane.tv non-p.rtlclpatlon pan.lty I. coepuled on thl lat.. of thl ta. end Int.ra.t ......td. and nat
peld before January I., 1"6, the Ur.t day atlar tha and of tha ta. ..na.ty parlod. 'hit non-p.rtlclpatlon
pan.. tv I. IIPpa.labl. In the .... UfYMIr and In tha thl 1_' t laa periOd a. you would app..1 the t.. end Int.,..t
th.t ha. bean ......~ .. Indlcatad on thlt notlca.
IHlERESTI
Intar..t I. ch.rg.d baglnnlng with flr.t day of dallnquency, or nine I') aonlh. and one II) d.y frOl the date of
death, to the data of p.y.ant. ,.... which bee..a dallnquent before January I, I"Z b.a, Int.ra.t .t the r.te of
.1. 16X) p.,cent p.r ~ c.lcul.ttd at . dally r.la of .OOOI6~. All t.... which bee... dallnquent on and .ftar
January I. 1'1' will b..r Int.ra.t .t . ,.t. which will vsry fro' cal.nd.r yaar 10 c'lend.r ys., with th.t rat.
announc.d by the PA Dap.rt.ant of R.v.nu.. 'h. appllCabl' Inta,..t rat.. for I'" through 1'91 .ral
!!!! Int.r..t Aata Dftlly tnt.,a.t rftctor ~ tnt.r..t R"ta 01111'11' Inltr..t rftctor
I'IZ ". .oolls~a 1'1' 9. .000lllt7
I9IS ale: .oooua 1911.1991 U:C .00OSOI
1914 11:C .00OSOI 199Z .. .0011:'"
I,as IS. .0IlOS!>>6 1'9S-I994 .. .000192
I'" IO:C .0110'" 1"5-1'9' 9. .OOO2~'
--Int.,..t It c.lcul.tad .. followll
INTEREST D BALANCE Dr TAX UNPAID X NunBER Dr DAYS DELINQUENT X DAILY INTEREST rACTDA
--Any Notlca I..utd .ft., the ta. beeoaa. dallnq.Jtnt will reflact an Inltr..t calculstlon to flfta'" 115) deYI
bayond the d.ta of th. .......ent. If p.y.ant I. .eda .ft.r Ihe In tara. I coaput.tlon date .hown on the
Notlca, additional Inl.r..t ault be calcul.t.d.
HI V ''''iOI )( (~J '."'1
PRaDA TE
2/2''''
~k
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMON'M.AlTtt 01 1'1 NllSYI VANIA
DEPARTMf NT or RI VlNlJl
BUREAU or INDIVIDUAL 'AMES
III fiT ;'80601
llAfutlSflunG "A 111;'11 {j(",11
Jean Sunday
2195-0956
101
ACN
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
The amount on line 15 does not Include assets passing to a trust or similar
arrangement for which a Section 2113 election has not been made (72 P. S. 9113).
The reported values of the excluded assets have not been verified by the
Department of Revenue.
TAX EXAMINER: Bill Lyons
PAGE 1
ROW Copy
,
STATUS REPORT UNDER RULE 6.12
N8me of Decedent:
Jelln C. SundllY
D8te of Deathl
Nov. 23, 1005
Will No.
Admin. No. 21-95-956
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the 8dministration of th~ above-captioned estatel
1. State whether administration of the estate is complete I
Yes No X
2. If the answer Is No, state when the personal
representative reasonably believes that the administration will be
complete: By mid 1909
3. If the answer to No. I is Yes, state the following I
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receiptR, releasf'R, joinders and
approvals of formal or informal accounts may be tiled with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
Dec. 3D, 1998
~-I...
Signature
'7-.""
7
,.)
Robert M. Frey
Name (Please type or print)
5 S. Hanover St., Carlisle, J>A 17013
Address
.,',
ii...
,
;,
......: ..)
f ... , ~
--'''.'
( 71 '3 243-5838
Te 1. No.
(HAH: rmf/ AM))
Capacity: Personal Representative
X Counsel for personal
representative
{'J
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Jenn C, SundllY
Date of Death:
November 23, 1995
Will No.
Admin. No. 21-95-956
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th~ above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
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: Nov. 17, 1999
teIt.~(-Jn,
Signat.ure
h-7
nobert M. Frey
Name (Piease type or print)
5 S. lIonover St., Corllsle, P A 17013
Address
( 7171 243-5838
Te 1. No.
Capacity:
Personal Representative
(MAH: rmf/ AM3)
X Counsel for personal
representative