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Home My WebLink About96-00031 " " . ," 'J " , ;: 'j,' " " "";.1 ," c' PETITION FOR PROBATE and GRANT OF LETTERS r:2/- q&J-.3( Estate of ,l""q"pl Inn R. wi ndnwmilker also known as No, To: Register of Wills for the Deceased, County of ('lImhprl "ntl in Ihe SocIal SecurIty No, 1 1 7 - ? 4 - 4 n? 4 Commonwealth of Pennsyivanla The petition of the undersigned respectfully represents that: Your petitloner(lO, who ishlpc 18 years of age or older an the execut r I x in the last will of the above decedent, dated ,111 1 Y 1? and codicil(s) dated named , 19.9l- (state relevant circumstances, e.B. renunciation, death or exa:&.IlOl. .de,) Decendent was domiciled at death in Cllmhprl "ntl County. Pennsylvania. wilh "pr last family or principal residence at 33 ('pnl:pr !';I:rppt., r,n~ 14, MI:. Hnl1y !';prlng~. pn 17nh~ (tin stretl, number and muncipality) D~cendent,then 63 yearSOfage,died August 14 .19 q~ at Leader NursJ.ng Home . Except as follows. decedent did not marry, was not divorced and did not have a child born or adopled after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa,) All personal property (If not domiciled in Pa,) Personal property in Pennsylvania (If not domiciled-in Pa,) Personal property in County Value of real estate in Pennsylvania situated as follows: Sunder S S S $5.000 WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of lellers Tes tamen ta rv (testamentary; administration C.I,8,; administration d,b,n,c,t,a.) theron, l n L ..!.....\J~(1I ffi \0." D'CW\. .5"::' "'~ -g.g .'- ~d: ll'~ so 2 .. in 32 Center Street, Lot 14 Mt. Hollv Sorinas. PA 17065 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF Cumberland The petitloner(s) above. named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen. tative(s) of the above decedent petitioner(s) will well and truly administer the estale according 10 law. Sworn to ~r affirmed and subscribed ~(\_~eNY\t:l.~ . Y'(\ ~') O"l"- ..~ before me thiS ~TH da~ of ,== '" 1H~~L:[~ L'r',,: f IL ~~ ' ! /5 - 7'1- 1.1. 21 - 96 - 31 It' " '..i :'" cc ~- , ,,' .,' . ...." " (I": " . . :::' ("! " In I ~.:;; -'; ~, \ _:3 uu ," '(' , " .,. . ~,' ;L'I~" " " . ,'. ). a,,( ." '~ " , ~" lJ . ...~:- .'.. (} .~. ' " " ~ .. - if' , .t. - ._',<:' .' ..'. ,.,~!-....- ~::. " " .. . " " \ " ,- II, ., ()n , :n ~ ,~, " f' . ~!:) -=P'!: , 1.1- , " ..., I,. i'" _. I ')1 ;J '''' ., "' ') ,-0 C1 ~ s i CII i I k Or! :l lJ' it VI i ~ ~ i a ~ ~ ~' VI = \1.4 ~ .' I 1 tl , ra J:S ~ II: ~ I , res .s: i$b ~ 'r! .... , .... or! 3: 2 , ' . .; , ~, 0- 0' .. I ----.- ,'--_0" ---.,,-,",-~~~."-- .. '. - t, t. ,. . . . ;. -> " . ~ " LAST WILL AND TESTAMENT OF JACQUELINE R. WINDOWMAKER 1/ Jacqueline R. Windowmaker, of the Borough of Mt. Holly springs, Cumberland County/ pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my just debts, funeral expenses and the expenses of the administration of my estate/ including any state/ federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I bequeath to my daughter, Donna M. Parson, the right to live in the mobile home in which I reside so long as she desires provided, however, she pays the lot rent, taxes and maintenance, following which time the mobile home is to become a part of my residuary estate. ITEM III: I devise and bequeath one-half of the residue of my estate of every nature and wherever situate in equal shares to my children, Donna M. Parson and Helene A. Windowmaker, or their issue. ITEM IV: I devise and bequeath one-half of the residue of my estate of every nature and wherever situate to Faith Chapel Independent Bible Church, 1453 Holly Pike, Carlisle, Penns~/l vania, ITEM V: I grant unto my Executrix pledget mortgage/ lease or exchange, or purchase, lease or exchange of any real time of my death. ITEM VI: In the event any of my property should pass/ either under this Will or otherwise, to a minor, I appoint my daughter, Donna M. Parson, the guardian of any such property. the power to sell, to grant an option estate which I own for a at the o~ ~.t~42/:;d",,,,,,,k, f' .. Such guardian shall have the power to use principal, as well as income, from time to time for the minor's support, health and medical care, and education, without regard to the parent's ability to provide for same, without further obligation or responsibility to see to the proper expenditure therefor. ITEM VI: I appoint my daughter, Donna M. Parson Executrix of this my last Will. ITEM VII: I direct that all fiduciaries acting under this will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this /;; "TAday of JUly, 1993. h.lj?h~ L1~b?t n-k[SEAL) The preceding instrument, consisting of one other typewritten page, identified by the signature of the Testatrix, was on the date thereof, signed, published and declared by Jacqueline R. Windowmaker, the Testatrix therein named, as and for her last will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. ~/~L 1J.(l19. 04heJ C' $\ . .. ,"-:':~l~' t;;'''-j;,lI4fp:,.:-t ".~'''~~- ~ ...,<'" ,." ,"'''''''l . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS We, Jacqueline R. Windowmaker, William A. Addams and Mary M. Price, the Testatrix and the witnesses, respectively, whose names are signed to the toregoing instrument, being tirst duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that she has signed willingly, and that she executed it as her tree and voluntary act tor the purposes therein expressed, and that each ot the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that. to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. cla~~~4'-1:~drM-Hn;~~ ~ ffd) ~rO~ w tness Subscribed, sworn to and acknowledged before me by Jacqueline R. windowmaker, the Testatrix, and subscribed and sworn to before me by William A. Addams and Mary M. Price, witnesses, this /~day of July, 1993. I/OfAliIAL SEAL llOHNIE L COYl.E. NOT/,nv I'Uwa IAT, HOUV S?llINM, PA CU:,I",RU,!(O CO. MV COIAMISSION EXPlRCS OCTOilER 11, tli".t4 ~w~ );(~ Notary pu c CERTIFICATION OF NOTICE UNDER RULE 5,6(a) Name of Decedent: Jacqueline R. Windowmaker Date of Death: 8/14/95 Will No. 21-96-0031 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on'or mailed to the following beneficiaries of the above-captioned estate on 1/30/96 ~ Helene A. Windowmaker Address Justin G. Windowmaker 128 E. Penn Avenue. Carlisle. Pa 17013 128 E. Penn. Carlisle. Pa 17013 Mark A. Windowmaker Donna M. Parson Faith Chapel Independent Bible Church Notice has now been given to all Rule 5.6(a) except N/A 729 Mahoning N.E. Canton. Ohio 44705 32 Center Street, Lot 14, Mt. Holly S~;bOgs, 1453 Holly Pike, CArlisl~r PA 17013 persons entitled thereto under Date: 4/26/96 '/2:z. : ~. .'-,f, ~ Signature Name Patricia R. Brown Address 461 E. Old York Road 'v'd ..o:} OUelJ9qwn~ lJno" ,'I , " "!Jal~ Carlisle. PA 17013 Telephone(711 243-7922 Capacity: Personal Representative [r. I d 9, HdV 96. XX Counsel for personal representative SII!M 10 nr-!fJ3l:l 10 eOiliC p?iJJooal:l IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY In Re: Estate of Jacqueline R. Windowmaker, Deceased orphans' Court Division No. 21-96-0031 PETITION FOR SETTLEMENT OF SMALL ESTATE To the Honorable Harold E. Sheely, the President Judge of said Court: The petition of Donna M. Parson, Executrix of the estate of Jacqueline R. windowmaker, respectfully represents: Your petitioner is Donna M. Parson, who is the Executrix of the estate of Jacqueline R. Windowmaker. The above-named decedent died testate, having first made a last will and Testament dated July 12, 1993, which Will has been duly probated and Letters Testamentary on the estate of the decedent were duly issued by the Register of Wills to your petitioner on January 18, 1996. The names, addresses, and relationships of all persons having an interest in the estate of the decedent as heirs or next of kin are as follows: Helene A. windowmaker, 128 East Penn Avenue, Carlisle, PA 17013 - Daughter; Justin G. Windowmaker, 128 East Penn Avenue, Carlisle, PA 17013 - Grandson; Mark A. Windowmaker, 729 Mahoning N.E., canton, OH 44705 Grandson; Donna M. Parson, 32 Center street, Lot 14, Mount Holly springs, PA 17065 - Daughter; and F8ith Ch8pel Independent Bible dlurch, 1453 Holly Pike, C8rlisle, PA 17013 - Ch8rity. The decedent was survived by Donna M. Parson, who is the decedent's daughter, and is entitled to the family exemption under 20 Pa. C.S.A. section 3121. The total value of the decedent's personal estate is less than $25,000.00 and consists of the following assets which have the following values: Assets 1988 Dodge Aries Sedan IRS Tax Refund (1995) Princess Mobile Home PNC Checking & Savings Accts. Refund - J.C. Penney Proceeds - Long Term Disability Policy US series EE Savings Bonds TOTAL Value 700.00 550.00 500.00 217.64 24.03 2,812.38 3,290.00 $ 8,094.05 The expenses of the decedent's funeral have been paid. The following is a list of all known, unpaid creditors and the amount of their claims. since there are insufficient assets to pay the claims, said creditors have been so notified. ~ 1. Penn credit Corporation 2. Chester A. Raudabaugh (Plumber) TOTAL Amount $ 376.15 $ 99.95 $ 476.10 A Pennsylvania Inheritance Tax Return has been filed. A copy of the inheritance tax official receipt and a copy of the statement of the Department of Revenue showing no tax due (because of the insolvency of the estate) is attached hereto and made a part hereof. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE IU~EAU OF INDIVIDUAL TAXES IIKII!AIICt: 'AM D(YIIl" 11(".""11 HAIIIUIUO, ,. I1U....... NOTICE OF INHE~ITAHtE TAX APP~AISENENT. ALLOWANCE O~ OISALLOWANCE OF OEDUCTIONS AND ASSESSMENT OF TAX PATRICIA R BROWN 4 E LIBERTY AVE CARLISLE DAT! !STATI! OF DAT! OF DEATH FILl! NUHlER COUNTY ACN 02-10-97 WINDOWHAKER 08-14-95 21 96-0031 CUHBERLAND 101 AIlount ...ltt.d ESQ PA 17013 * "'.IM'''.''III.'U JACQUelIN R MAKE CHECK PAYABLI! AND RI!MIT PAYMENT TOI REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINI! ~ RETAIN LOIIER PORTION FOR YOUR RECORDS ~ ilE-Y:i54jOEX"AFi>--(i'F96rii(i'r"it~--o~-i:}IiiERif;"H,i-TAinippiiiiisE;rfhT-,--,U.i.-ow;,iicE-b-R'-----ooo--------- DISALLOIIANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF WINOOWHAKER JACQUELIN R FILE NO. 21 96-0031 ACN 101 DAT! 02-10-97 APPROVED DEDUCTIONS AND EXEMPTIONS: 6.361. 41 .. Funer.l E.pen.../Ade. Co.t./Ni... E.pen... (Schedul. HI 1.1 10. Debh/Nortg.g. LloblliUu/Llen. (Sch.dul. II 1101 4,942,44 11. Tot.l Deduction. 1111 12. Het V.lu. of T.. ~.turn 1121 IS. Ch.ritobl./Go..rneent.l S.qu..t. (Schedul. JI 1111 14. Het V.lue of E.t.t. Subject to T.. 1141 NOTE I If an assessment Nes issued previously, lines 14. IS and/or 16, 17 and 18 Nill reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAXI 15. Aaount of Lin. 14 .t Spou..l r.t. 1151 16. Aaount of Lin. 14 t..obl. .t Lin..l/Cl... A r.t. 1161 17, Aaount of Lin. 14 t..obl. .t Coll.t.r.l/Cl... B r.t. 1171 II, Princip.l Tex Due TAX RETURN NAS, I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST 0 SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. ~..l E.t.t. (Schedul. AI 2, Stock. _ Bond. (Schedul. BI 3. Clo..l, Held Stock/P.rtnerlhip Int.r..t ISchedul. CI ~. Hortg.g../Not.. Receivabl. (Schedul. D) 5. C.ahlBonk Dapo.it./Ni... P.r.on.l Prop.rt, ISchedul. EI 6, Jointl, Owned Propert, ISchedul. FI 7. Transfer. (Schedul. Q) I, Tot.l A...t. I I CHANGED III 121 ISI 141 151 161 171 ,00 ,00 ,00 ,00 8.094.05 ,00 ,00 (al .00 ,00 .00 X .00. X.06. X .15. I1BI TAX CREDITS I PAYNENT DATE RECEIPT HUllBE~ DISCOUNT 1.1 INTE~EST I-I AIIOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTE~ DATE INDICATED. SEE REVERSE FO~ CALCULATION OF ADDITIONAL INTEREST. HOTEt To insure proper crHlt to your account, .uboolt the upper porUon of this for. with your tax paYMnt. 8.094,05 II.~n~ R~ 3.209,80- ,00 3.209.80- .00 ,00 ,00 ,00 .00 ,00 ,00 ,00 IF TOTAL DUE IS LESS THAN II. NO PAYNENT IS ~EQUI~ED. IF TOTAL DUE IS ~EFLECTED AS A "CREDIT" IC~I, YDU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FO~ INSTRUCTIONS. I / /5-'l'/-/~ DUREhU OF INDIVIDUAI. TAXES DEPARTMENT 280601 fiARRISDURG, PA 17128-0601 May 1, 1996 PATRICIA R BROWN ESQ KAYER AND BROWN LIBERTY LOFT 4 E LIBERTY AVE CARLISLE PA 17013 ~~ -.. ',' ~:' ' ) ~ ~ , 0\ \l N d N .:t' -~ :E ;~', ino - :o'ili' (;)0 '.!;,Q fro .'*\ ~Ii c: -, r~ ,'- ('~ ?" " . r; ,. .J , ,) -, .0': P;:l. Dear Ms. Brown: Re: Estate of Jacqueline Windowmaker File No.: 2196-0031 This is in response to your request for sn extension to file the Inheritance Tax Return for the ebove-referenced estate. In accordance vith Section 9136(d) of the Inheritsnce and Estate Tax Act of 1995, the time for filing the return is extended for an sdditional period of six (6) months. This extension will avoid the imposition of a penalty for failure to make a timely return. lIowever, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before November 14, 1996. Because Section 9136(d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(a) will be granted that would exceed the maximum time permitted. Sip!=erely, .. \.'! /1' I . /, , /. . . i :i '- I I"~, ;'" " .'>,"',.: ~," \.... " \...'. \; .' , (/ J6hti .C. Hurphy, Chief - Inheritance Tax Division - . ,. ~ .-; ,. t' .,' ~ ~.f' S-lT:INII83 5:JII:9 c " '. lilY. UOO U. (1,'''' w .... ..:5" ...a:" w..... :0:<>9 ...~.. 15-'1'- \.;L) ~~~ j INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) fro I DAlU 01 DIAlH Ami 12/31/91 CHICK Hili If A SPOUSAL - POVlln CIIDIT IS CLA'MID L] ,iilNUMlill'.-' ,.~ - ------,---..- 21 96 0031 __ c.OYI-i'! CODE _ YEA!l_ NUMIER O(Clt/INIS CO,l.l.PUII ADDIIU 8 ~ ... w <> COMMONW(AlIH Of P(NNSYlVANtA DIPA'TM(NT 0' '(V(NUI Of PI. ,lOeol HAUI$lUlla, ,... 1!121.0601 Ole DtN ' N"M( ILA', II . ,toND MIDOI(INIIIAlj Windowmaker Jac SOCIAL 'ICUI.fT HUMIlIl 32 Center Street, Lot Mt. Holly Springs, PA 10-18-1.L c.." Cumb.eI.land A".OUNl .((mID I!lU IH$T.uCltCH'1 14 17065 (l] 1. Original R"urn o .., limit.d Ellol. 0 Ao, FUlure Inl"'" Compromh. (lor do'.. of d.o,h ol,or 12,12,82) 51 6. D,nd.nl Died T.Ilol. 0 7. Otudenl Maintained 0 li't'ing TruI' (Alloch copy 01 W,1I1 (Alloch copy of Tru"l ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. HAM( COM'IITf MAIliNG Aooun Patricia R. Brown Es uire UUPHONI NUMIU 717 243-7922 117-24-4024 I" ""II(.'''IIU''I'1''''''O IPOIIU' HU'lll&U, '"" "...0 "'001' ,....11"'1 rJ 2. Supple menial Relurn ::\8 a:g a:z ::lie 03, 05, Remaind.r R.lu,n (lor do'.. 01 d.o'h prior '0 12,13,821 Fed.rol E.lole To", R.turn Required ..Q.. 8, TOlol Numb.r of Soft D'polit 80..... 4 East Liberty Avenue Carlisle PA 11013 71 z <> ;: :5 :> t: ~ ... w a: 1. R.ol El'o'. ISch.dul. A) (\) -0- 2, S'och ond 80nd, (Sch.dul. 81 (21 -0- 3. Clollly H.ld Sloc~/Portnenhip Inlerllt ISchedule C) (3) -0- ... Morlgag.. and Not.. Receivoble (Schldule 0) (~ ) -O- S, Calh, Bank D'polih & Mile.llaneou. Pe,.onol Properly (51 8,094.05 (Schedul. EI 6, Joinrly Own.d Prop.rly (Sch.dul. FI (61 -0- 7, Tronsl... (Sch.dul. GI(Sch.dul. L) (7) -O- S, Tolal Grall AU'II (IOlollin.. 1.7) 6,361.41 9, Fun.ral EJIl~.n..., Adminiltrative Call', Milcellan,oul (9) bpln"l ( chedule HJ 4,942.44 10, D.bll, Mortgage lIabililill, lI.n. (Schedul. I) (101 11. Tolol D.duction. (10101 line. 9 & 10) 12, N.I Value of E.lol. (line 8 minu. line 111 13. Chorilobl. and Governm.nlol 8.qullh ISchldul. J) U. Net Volu. Subllc' 10 To", (lln. 12 minu.line 131 lS. Spau.ol T,an.fe,. (for dol.. of d.alh after 6.30.9.4) (151 S.. In"ruetion. for Ar.Plicobl. Perclntog. on R.ver" Sid.. (Includ. values ,om Sch.dule K 0' Sch.dule M.) 16. Amount allin. ... 10 ",able 0' 6% ,ole (16) (Include valu.. f,am Schldul. K or Schldul. M.) 17, Amount 01 Line... 101l0bl. 01 15% role (171 (Includ. ...olu.. f,om Schedul. K or Schedul. M.J 18, Principal 10'" duelAdd 10'" from lin.. IS, 16 and 17,1 19. C"dill Spou.ol Pov.rly C,edit P,io, Paymenl' Discount Inlerlll + + (81 8,094.05 z <> ~ .... :> .. :Ii <> ... 20. II line 19 i. 9ftOI., ,hon lin. 18, Inler Ih. diff.,ence on line 20. Thi. i. ,he OVERPAYMENT. aD (ll) 11,303.85 (121 (3,209,80) (131 (3,209.80) (lAl x._= -O- x ,06 = -o- x .15 1:1 -0- (18) -0- (19) -0- (201 -0- (211 -0- (21A) (2181 21. If lin. 18 i. g,.oler than lin. 19, .nler Ihe difference on line 21. Thi.lllh. TAX DUE. A. Enler Ihe int.'1I1 on Ihe balance due on line 21A. 8. Enler ,he 10101 of line 21 and 21A on line 218. Thi. i. the BALANCE DUE. Malt. Ch.clt Poyabl. tOI Regh'., of Willi, Agent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-< Under penohie. of perjury, I d.c1or. thai I hove uamin.d Ihil relurn, including accompanying schedule. and .Iallmenh. and 10 the be" of my .no...l.dge and belief, il it true, (orreet and compltle, I d.c1aftlhol all real 11101. ho. bun report.d allrue morhl ...alue, D.c1a,alion of preparer athtr than ,he pe,.onol ftprllenlotiv. i. ba..d on all information of ...hich pre parer hot any .no...l.dg.. SIGNAtU.E 0' 'llSON .U,ONSIIL( fOR 'lUNG .ltU'N ADD'US DAlE ~ .... Cheelc here if you a'e requesting a ,eluhd 01 you, ove,payment, ADD'US SIGN...tU.( 0' ,.(,....(1 OtHl' 1HAN .".UlNTA""'( t y?ca",..,: ,J Yr' ~ I 'I '?! d,,,,. >-t..._c....., -.., / ~v, liLP......... ''")0/3 DATI /1 J,3/C)/' . Act .48 of 1994 provide. for the reduction of the tax rale.lmpo.ed on the net value of tranaler. to or for the u.e of the .pou.e. The rate. a. pre.crlbed by the .talute will bel e 3% (.03) will be applicable for e.late. of decedent. dying on or after 7/1/94 and before 1/1/96 e 2% (.02) will be applicable for ellate. of decedenll dyIng on or after 1/1/96 and before 1/1/97 e 1% (.01) will be applicable for e.tate. of de cede nil dyIng on or after 1/1/97 and before 1/1/98 e Spou.al tran.fe,. occurring on or after 1/1/98 will be exempt from Inherllance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS ' BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a Iransfer and: a. retain the use or Income 01 the property tronslerred, .............,......,.................................. b. relaln the right 10 designote who sholl use the property translerred or its income, ...........,... c. retain a reversionary interest; or ......,....................."....,.,.................,......,..................... d. receive the promise lor Iile 01 either payments, benelits or core' ..........,............................ 2. II death occurred on or belore December 12, 1982, did decedent within two years preceding death Iransfer property without receiving adequate considerotion' II deolh occurred oller December 12, 1982, did decedenl transfer property within one year 01 death withoul receiving adequate considerotion'"...,....".."".,..".",....""""""",.""...,...""".",.......,....."."..."."",. 3. Did decedent own on 'in trust for' bonk account at his or her deoth"'.................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~ x x x x x x x '.. 11'1.''''''. P-III '* alMMONWaAITN Of 'IN~YlYANIA -- IMMII 'AMCI 'AU 1M II 'OIN' OIelOl SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pllall Print ar T I fiLE NUMB R 21-96-0031 WINDOWMAKER, .JACOUF.ITNF. R, IAlI fI'opoI1J' 1.1ntl'....... wi'" iho .,ghloI ,"""...oW, lOUd 100 411do.... .. 1chod.1. '1 N~'::IR DISCRIPTION VALUI AT DATI 0' DEATH 1. PNC Checking Account # 5140194057 $ 38.49 2. PNC Savings Account # 5130354141 179.15 3. Credit Balance Refund- J.C. Penneys 24.03 4. Proceeds From Long Term Disability Policy from , Unum Life Insurance Company 2,812.38 5. Princess Mobile Home - (1967) 500.00 6. Dodge Aries Sedan - 1988 - (77,000 Miles) 700.00 7. IRS Tax Refund for 1995 550.00 8. US Savings Bonds-Series EE - (1989-1993) 3,290.00 , " S' 8 094.05 IA"och oddi~ooal''''- x 11- oIoooh" --1fIOCO II ooodod,l ttY.Ulllh ...... "\:~:~ ~~- COMMONWIAlfH O' "NN,nVANIA INHIIITANCI TAX .nUIN ."IDIN' DICIDIN' 5CHEDULI H FUNERAL EXPENSES, ADMINISTRATIVE com AND MISCELLANEOUS EXPENSU P1ea.e ',Inl or T 21-96-0031 WINDOWMAKER JAC UELINE R. ITEM NUMBER DESCRIPTION A. Fune,al Expen.e.. 1. Hoffman-Roth Funeral Home B. AMOUNT 2. Death Certificates - 10 @$3.00 each $ 1,595.00 1. AdmlnJ.lrallve Ca.": Personal Representative Cammis.ians Social Security Number 01 Personal Representative: Year Commissions paid 2. AttameyFees Patricia R. Brown, Esquire 4 E. Liberty Avenue, Carlisle, PA 17013 Family exemplian Claimant Donna M. Parson Relationship Daughter Address 01 Claimant 01 decedenl's death Street Address 32 Center Street City Mt. Hollv Springs State PA Zip Code 17065 3,500.00 750.00 3. 4, Probate Fe.. Petition - $25.00 Advertising Notices: Short Certs 15.00 Cumbo Law Journal-$60. 0 C. ~isc. 11. 00 Sentinel 85. 2 $196.62 Mlseellaneau. 'pen.e.: 1. File Inheritance Tax 10.00 2. File Estate Closing Papers 17.00 3. E Taxes - 1995 - (School Taxes) 155.89 4. RE Taxes - Mt. Holly Springs, PA - (1996) 56.71 5. CUmberland County - RE Tax - (1995) 80.19 TOTAL (Also enler on line 9, Recapilulatian) (If more .pace J. needed, In.e" addJtlanol ....... of IOme .Jzel S 6,361.41 .. , -. -' ", LAST WILL AND TESTAMENT OF JACQUELINE R. WINDOWMAXER I, Jacqueline R. Windowmaker, of the Borough of Ht. Holly Springs, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my just debts, funeral expenses and the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I bequeath to my daughter, Donna M. Parson, the right to live in the mobile home in which I reside so long as she desires provided, however, she pays the lot rent, taxes and maintenance, following which time the mobile home is to become a part of my residuary estate. ITEM III: I devise and bequeath one-half of the residue of my estate of every nature and wherever situate in equal shares to my children, Donna M. Parson and Helene A. Windowmaker. or their issue. ITEM IV: I devise and bequeath one-half of the residue of my estate of every nature and wherever situate to Faith Chapel Independent Bible Church, 1453 Holly Pike, Carlisle, Pennsylvania, ITEM V: I grant unto my Executrix the power to sell, pledge, mortgage, lease or exchange. or to grant an option for a purchase, lease or exchange of any real estate which I own at the time of my death. ITEM VI: In the event any of my property should pass, either under this Will or otherwise, to a minor, I appoint my daughter, Donna M, Parson, the guardian of any such property. O?fo/;#~t4~ cI~A9mtl;q./ f7 Such guariHan- shall havo tho powor to uso pi-fricipai, -iis wall lID income, from time to time for tho minor's support, health and medical care, and education, without regard to the parent's ability to provide for same, without further obligation or responsibility to see to the proper expenditure therefor. ITEM VI: I appoint my daughter, Donna H. Parson Executrix of this my last Will. ITEM VII: I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this /;; ~day of July. 1993. Od?Jf.lph-;f M~h?t n-h[SEAL] ~ ' The preceding instrument, consisting of one other typewritten page, identified by the signature of the Testatrix, was on the date thereof, signed. published and declared by Jacqueline R. Windowmaker, the Testatrix therein named, as and for her last Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. ~/~L ~/ tr. O-'&~ /S-77-/.). CONNONWIALTH 0' 'INNIVLYANIA DIPARTNINT OP RIYINUI '* (! auRIAU DF INDIVIDUAL TAMIl .....UANC( ". DIVIIION DlPr. 111"1 HARlIIIUWG. 'A 1111'."'1 HOIICI Dr INltlRITANCI lAM AFPRAIII"INI, ALLDWAHCI DR DIIALLOWANCI Dr DIDUCIIONI AND AIIIII"INI Dr lAM .......'11...111... PATRICIA R BROWN 4 E 1I BERTY AYE CARLISLE ESQ DATI UTATI 0' DATI OP DIATH PILI NUNIIR COUNTY ACN 02-10-97 WINDOWHAKER 08-14-95 21 96-0031 CUNBERLAND 101 JACQUEL I N R PA 17013 Aoount Roolllod NAKE CHECK PAVABLE AND RENIT PAVNENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REWi54j"Ex"AFP"l'iZ':96Y"iiiiT"icE"oF"YliHEiiifANci-TAin"piiiiA"isEHiiir"'-"ALi."owANci"'i:iIi""'""""'"-"-- DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF WINDOWMAKER JACQUELIN R FILE NO. 21 96"0031 ACN 101 DATE 02-10"97 TAX RETURN WASt (X I ACCEPTED AS FILED RESERYATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Rool E.toto ISchodulo AI 2. Stock. _ Bond. (Sehodulo BI 5, Clo.01y Hold Stock/Portnor.hlp Intoro.t ISchodulo CI 4, tIortgogOllNoto. Rocohoblo ISehodulo DI 5. ColhlBonk Dopa.it.I"I.e. Por.onol Proporty ISchodulo EI 6, Jointly Dwnod Proporty (Sehodulo FI 7. Tron.for. ISehodulo 01 a. Totol A..ot. ( I CHANCED nl (21 (51 (41 (51 (61 (71 ,00 ,00 ,00 ,00 8.094,05 ,00 ,00 lal HOTEl To Insure proper credit to your account, sub.l t the upper portion of thl. foro with your tax po_to 8.094,05 APPROVED DEDUCTIONS AND EXENPTIONSI 6,361. 41 9. Fune,.el Expens../Ad.. Coata'"lac. Expen... (Schedul. H) .,) 10. Dobto/tlortgogo LlobIUUo./Llon. (Sehodulo II 1l0I 4.942,44 11. Totol Doduetlon. (Ill 12. Not Voluo of Tax Roturn (121 13. ChorUoblo/Co.ornoontol Boquo.to ISchodulo JI n51 14, Not Voluo of E.toto Subjoot to To. (141 NOTEI If an allellment wal illued previDusly, linel 14, 15 and/or 16, 17 and 18 will reflect figurel that include the total of abb returnl allelled to date. ASSESSNENT OF TAXI 15. Aoount of Llno 14 ot Spou.ol roto (151 16. Aoount of Llno 14 to.oblo .t Lln.ol/Cl... A r.t. (161 17. Aoount of Llno 14 t..obl. .t Coll.tor.l/Cl... I r.t. (171 la. Prlnclp.l T.. Du. 11 .~n~ Ar; 3,209,80- .00 3,209.80- .00 X,OO. ,00 x,06. ,00 X,15. Ilal .00 .00 .00 .00 TAX CREDITS: PA'IIIENT DATE RECEIPT HUllII E R DISCOUNT (+1 INTEREST (-I AI10UNTPAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ,00 ,00 ,00 ,00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATIDN DF ADDITIDNAL INTEREST. IF TDTAL DUE IS LESS THAN .1, ND PAY"ENT IS REQUIRED. IF TDTAL DUE IS REFLECTeD AS A "CREDIT" (CRI, YDU "AY aE DUE A REFUND, SEE REVERSE SIDE DF THIS FDR" FDR INSTRUCTIONS. I ~ft =J " 1": " ~ ifj :J:Jif! f:" 0 I'" () -, : ~ " ~ o "tl '" ~ :;"1; RElllYATIOHa r.tlt.. of decedent. dyl", on or befor. Dece.ber 12, .,., .. If en, futur. Int.r..t In the ..tat. I. tran.f.rred In po.....lon or InJo~t to Cl.., . (collatlral) beneflolarlll 0' the decldent .ftar the Iwplratlon of In, I.t.t. for II'. or for ,..r., the eo..onw..lth hereb, ..,ral.l, r...rv.. the rllht to appr.I.. ~ ...... tranlflr I~rltanc. TIXI. at the l.w'ul el... . (colllt.r.IJ rat. on In, tuch futurl Int.r..t. ~ " ii)O - ~~ PUIIPIlU llf NOTICEI To fulfill the r~lre.ent. of Section 214' 0' the Jnherltanc. .. E.tat. Tax Act, Act II of 1"1. 72 P.S, Section ZlU. PAvttDfTl htKh the top portion of this NoUe. IInd .....It tilth your plYHnt to the Rqhtlr of Will. print... on the r.vlr.. .1.. uttak, chKk Dr ..,..., or.r p.)'ebh to I REGIlTER OF HILLS, AOEHT All pa)'Hftt. r':llvH ....11 first.. IPPlIed to MY Inter..t which ..y be dIM ..Ith In, r..lnder 1IPP1lecl to thI tax. AEf1Im (ath Ii rlhnf of . to erN.t, Wild'! .... not r....ted on the Tax Altum, .., be r..,..tlld bv c-..l.U,. In -Appllc.Uon for RI"'" of P.,..",lVWII. InMrlbnc. .. E.tat, II." CREV.UIS). application. ar. ..,.1111II1. .t U. Ollie. of the _..I.ter ., Will., an, 01 the [J A.v~ Dlltrlct Of'ic.., or by c.l11"1 the 'Peel.. Z4-hour In....rl"' ..rvlel num.n for 10,.., ordering, In Penn.rlv.tl. 1.100.56Z.205I, ouhldtl P....QIVW1I. Md Mlthln 1000l "-rrllburl .r.. (717) 7.7.a094, TDDI (717) 772.2ZSZ (HI.rlng 1.,.lred Only). alJECTlONSI Any p.rtv In Inttr..t not ..thUN Mlth the IPPr.huent, ,UONMC' 0,. dlnUc*MC. of dIduoUon., or .....uent of t.. (Including dl.count or Int.r..t) .. ahown on thl. Hotlc. .u.t Object within .I.tv (60) dly. of rec.lpt of thh NoUn bYI AllIIN ISTRATlIIE CORRECTIONS I ..wrltten prot..t to ~ PA o.,.rtaent of R.y~, 10lrd of App..II, Dept. ZIIOZI, "-rrlaburl, PA 1712'.1021, OR n.IICtlon to have tM ..tt.r dtlbr.lhId It Mldlt of the KCOWlt of the penOMI r..r..."tIUy., OR ..."..1 to the Drphan.' Court. DISCOUNTa reaMI .rror. dhcov.red on thl, .........t Ihould be ~r...ed In Nrltlng tal PA Dep'rtMrlt of Revenu., Jur.eu of Individual r...., ATTN, Po.t A....--.nt R.vl.", unit, Dept. Za0601, "-rrllburl, PA 1712'.0601 Phone (717) 7.7.6505. See page S of the bookl.t ~In.tructlon. for Inharltanc. r.. R.turn for. R..ldant Decedent- (REV.IS01) for ~ .xplanatlon of ~Jnl.tr.tlv.lY corrlCtlbl. .rror.. If ~ tax due I. p.ld "'Ithln thr.. (5) calend.r ~th. .ft.r the decedent'. de.th, . fly. percent (SX) dl.count of ttM tax p.ld h .U...... Tha ISX tax -.na.ty non.p.rtlclp.tlon ~lty I. c~ted on the tot'l of the tax ~ Int.r..t ......ed, ~ not paid blfor. Janu.ry II, 1996, the flr.t dly .ft.r tM and of the tax -.na.ty period. Thl. non.p.rtlclp.tlon ~lty h .,..11b1l In tM .... .""r Md In the the ... U.. per loci .. you would .....1 the tax end Inter..t thIIt ,.., been .....Ied II Indlc.ted on thh notlc., PENAL TVI INTEREST I lnt.rllt I. chargad blfllnnlng with flr.t d.y of delinquency, or nlM (9) -.nth. and OM (1) day fra the data of dJ;ath, to tr. d.t. of p.,..,.t, T.... which bK... delinquent bafor. Jenuary 1, 1912 bur Int.rllt .t the r.t. of .he (0) p.rcent per MnW c.lculltld .t . dally rat. of .001164. AU tax.. which bee... delinquent on and aft.r January 1, 19.Z will bI.r Int.r..t .t . r.t. which Nlll v.ry fra c.land.r y..r to c.lander y.ar with th.t r.t. ~ed by tM PA Dep.rtMrlt of R.vlhUl. The Ippllclbl. Int.r..t r.t.. for 19.2 through 1997 ar'l !!!! Inbrllt R,t. D.llv Int.r..t Feetor !!!!' Int.rlst Rat. D.llv lnt.r..t Factor I9IZ ZOX .0ooMa 1'17 n .OUZU 1915 UX .00001 1'11-1991 IIX .oonl1 1'" IIX .00OSOl I99Z n .00020 I'.S UX .000556 1993-1". n .aOOI9Z 1916 lOX .000274 1995.1997 'X ,OOO2U ..Int.r..t I. c.lculatld .. fOUOWII INTEREST . BALANCE OF TAX UHPAIn X MOKBER OF DAYS DELIHQUENT X DAILY INTEREST FACTOR ..Any Notlc. 1.1Utd .ft.r the tax beeoaal delinquent "'III r.fllCt an Int.r..t c.lcul.tlon to fifteen (15) day. beyond the d.t. of tlMl .........,t. If papent It ... .ft.r the Intenlt co.put.tlon cS.t. shown on tM Notlc., eddltJonal Intarllt .....t H c.lcul.tlcl,