The URL can be used to link to this page

Home My WebLink About96-00044 ",." ...... ., . i." ,~t".; '. ..1' ':::"" . " '- ~;, :'. :-.~- -. r ..... :.",;: . '~I f ',:' ." -, ! "J; 1 .r,;' ',', . " ..,~' ' .' ; , ,( ., " , , ,f, .' '. , ~l.'.to . " " .' "j. . 'f:'s"' . ~..,. '" ~~ :~', '" .:1 ,,' n 1:: . " , :'.,,1:' t} Y.. -,., , ""I" ',~ ." " . .." . J'. 'v '. " ' ... ~ ..- j. ~>:' ,_,'r">;.' .' 1\,r. . ,,: '."..,~ \:;' ~/:~".~ :..11 " ~l .; ..i ;', ,t. '<"., .. .\ " , .' , ", ~ ,: .' ','.. ",- ,':'.: '." :.-.. " ~, : . .:" , " " ~ '... ~:,;l .' , " ." . _,.r:; " '~'J -.-. '" ,\: .n .. ~..)'!:~:' ," " .'" '1' " "F ...: . .' '. " " "'-... ~. . ... PETITION I<'OR PROBATE and GRANT OF LETTERS E.f/alr of al.w kmlwn as No, To: Rcgister of Wills for the , Dr''l'asrd. County of in the Sorlal Sr('urlty No. Commonwealth of Pennsylvania Thc pctltion of thc undcrsigncd respectfully represcnls lhat: Your pClltioncr(s), who is/are I R ycars of age or oldcr an thc cxecUI in the laS! will of lhe above deccdenl, dated and codicll(s) dated named . 19_ (~HIlC rdc\"ant drCllm\lanCC!i. c.~. renunciallon, dealh of C\cculor. etc.) Decendcnl was domiciled al death in h last family or principal rcsidence at County. Pennsylvania, with (Ii\1 metl. number and mundpalilY) Decendent, then years of age, died . 19 at Excepl as follows, decedenl did not marry. was nol c;livorced and did not have a child born or adopted after execulion of the will offered for probale; was not the viclim of a killing and was never adjudicated incompclcm: Deccndenl at dealh owned properlY with estimaled values as follows: (If domiciled in Pa.) All personal properly S (If nOI domiciled in Pa.) Personal property in Pennsylvania S (If nol domiciled in Pa.) Personal property in County 5 Value of real estate in Pennsylvania S situated as follows: WHEREFORE, petltioner(s) respectfully' request(s) the probate of the last will and codicil(s) prcsemed herewilh and Ihe gram of lellers lIC\lamrnlar)': admini~lralion c.I.a.; administration d.b.n.c.t...) lhcrlln. , " 'J e :=7 ,- " . <<" c ].g l':\l"= -...... ~~ ; c ~ :;; OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH 0... PENNSYLVANIA } I:lS COUNTY m- The pelltioner(s) above-named swearls) or affirm(s) thai the stalements in lhe foregoing petition Bre Iruc ,lIld COIrCCI to thc hcst of Ihe knowledge and belief of petltioner(s) and lhat as personal represen- lati\'elsl of the ahove deccdem petltioner(s) will well and truly administer lhe estate according to law, Sworn 10 or uflirmed and subscrihed { III beforc mc Ihis day of 00' 19_ ~ i:! ------. ~ Rl!):isll!r "" , .. .... " . " &w~fif Rodney M. Glass 111m known as PETITION .-OR PRODA TE and GRANT OF LETTERS ,;)/-q(. -1-/'1 No. To: Register of Wills for the DCfCascd. County of Cumber l..nd in lhe Social SCfurUy No. 174-20- 224 7 Commonwealth of Pennsylvania The petition of lhe undersigned respeclfully represents lhat: Your petilioner(s), who is/arc 18 years of age or older an the e.,ecut ors in lhe last will of lhe above decedent, daled IIIn""'mk9,""7 and codicil(sl dated ( none) . ~"~ Botty 7 ~lala, firQt nAmR~ RXP~tltri~ h~vinQ pr~~~~~AqPri h~lCl".:l"nr named ,192.L tstale relrvant cirCllmilances. e.l. renunciation, dcalh of c_<<utor. cle.) DCl:endent was domiciled at death in Cumberland his lastfarnily or principal residence at 81 2 N. Pit t PA 17013 (Carlisle Borouahl (Use slrM, number and muncip&lily) County, pennsrlvania, with street. Car isle. Occendent.then lill years of age, died ,r..nll""Y R t .I9111i at bQ~Q . Excepl as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will orrered for probate: was notlhe victim of a killing and was never adjudicated incornpetent: ( nnn..) 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 estale in Pennsylvania sltualed as follows: 812 N. Pitt street. Carlld~. 5 89.000.00 $ 5 $ lie; nnn nn PA 1701l WHEREFORE, petltioner(sl respectfully rcquest(s) the probale of the last will and codicil(s) prcsented herewith and the grant of letters '".... ,"" m.. n ,"" '"Y (lestamenllUY; 3dminillr.lIion C.I..1.; admirtiurltion d.b.n.c.t.a.) t:eron.c- . ~.. ~ ~ ."' ~~ . tl! .:> vv~ ...., ~ ~ ~ ~~,.~~ '" ~,"r....," ;.: -:~ If_ ; 0 ! ;;; C'arlhlQ. PA 17013 ~/ '/' I ), Mv1A Dt.lAA fA It' npnic::~ Rnrqnk f/~/.:l npniq~ ~'~qq 280 Echo Ro"d "'Arlic::'~. till 17011: OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLYANIA } as COUNTY OF CUMRRRT,AND The petitioner(s) above-named swear(s) or aflir~) thatlhe stalemenlS in the foregoing petition arc lrue and correct to the best of ll&e knowledge and eUef 'lf petitioner(s) and that as personal reprcscn- lalivc(s) of the above decedent pctilioner(s) will w II alJ:uly.adm~~~: estate according to law, Sworn to or aflirmed and subscribed {" ~{['" (.b ~ before me this 1 R '" h day of tJ ~ "1Q0Il~ r~~".)~:."'I 19---9..6.... ::), P...." r) ~,,..,-,,,, // I fL PB.\~1:.. Register .!::. IS-lt- .// . '\ ,. co ~ \") f;'. "... CC "'.1 ....; ':;L- , '.J, ) :.i a: 0u 21-96-44 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS KAREN E. FAIRCLOTH codicil (each) a subscribina witness to the will presenled herewllh. (each) belna duly qualified 1CC0rdlnato law, dcposc(a) and say(s) lhat SHE WAS present and saw Df"'lI;I"AY M C:l J..... the tesr.l n.. . sian the same and that she signed IS a witness at the request or testal or in 11 i9 presence and (in the presence of each olher) (in the presence of the other subscribina wllness(cs)). Sworn to or alflnned and aubscribed before me this 18th day or Januarv_ 19~ '-rqo^"6 f?]a,~ Rqlsler ""i~,~.." l \ fa'vt d ~:1 '( (Name) ,:.; s I1l1tJuJf.oC 57 ('ll~LlH.f- ;:>.4 1'70/3 . (Address) (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS DOUGLAS GLASS ___ (each) a subscriber hereto, (each) being duly qualified according to law, dcposc(s) and say(s) that each is famlllar with the signature or Rodnev M. Glass codicil wiD testal 0 r presented herewith and codicil believes the signature on the wiD is in the handwritina of of (oaex.fcxlllKx-..llI",lIliIx_X1IO) the that each Rodney M. Glass ~ to the best of I-h..i.. knowledge and bellef'''-A' ()r, Sworn to or alfinned and subscribed before r ~~ me this I R th day of , \ (NrmeJ J """""'A.':anu~. 19~ IDt( . INr~ ~r, ~~.- - ~~~) B- f>. Rqlsler (Name) Q('(,\~ PA- : (Address) ,.... I.'} ',I. "I{! c.. c::,:: cc ~ :"::J ""j (;';11, ~; ;; 0: Gu , , t .' i . " ;C .., , , ~ ;. . -, C!RTIFICATION OF NOTICE UNDER RULE 5.6(al Name of Decedent I Rodney M. Glass Date of Death, 1/8/96 Will No. 21g6-0044 Admin. No. To the Registerl I certify that notice of beneficial interest required by Rule 5.6(5) of the Orphans' Court ~ules was served on or mailed to the following beneficiaries of the above-captioned estate on I !!!m! Douglas Glass Address 1011 North WEst street, Carlisle, PA 17013 280 Echo Road, Carlisle, PA 17013 Denise Borsuk Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: 11111.:.l~U, Signature , (' ./ k. ivLv<..... L Name Michelle R. Calvert. Esquire Address 200 North Hanover Street ... I Carlisle. PA 17013 Telephone (7171 243-<;551 Lj~. , . '., (--'() Capacity: Personal Representative Counsel for personal representative x COMMONWIA!.TH Oil PINNSYLVANIA i. COUNTY OF CUMIIIlLAND J u: Michelle R. Calvert b.lng duly sworn ___ ICcordlng to I.w, do po... .nd ..ys thot she _ is the att9.;:Qe:L________ ______ 01 the Ed.te 01 Rodney M. Glass lit. 01 __l:.!l~lJ.sle Bor:ough_ ____, Cumb.rllnd County, Pl., d.e....d Ind thot the within Is In Inv.ntory m.de by -Poug.!as W...!-_ Glass & I)e?is~ B. Bors,'%e ..id executors 01 the .ntir. ..tit. of ..Id d.e.d.nt, eonsi"ing 01 .11 tho p.rlon.1 pro".rty Ind ...1 ....to, a.e.pt ...1 o...to ouhld. the Commonw..lth of Ponnsylv.nl., .nd th.t tho figuros opposll. each It.m 01 the Invontory ..prosont It's 1.lr v.lu. II 01 the d.to 01 d.cedent's death, .nd .ub.crlbed boloro mo, 19 9& Michelle R. Calvert, Esquire E..cutor . Admtnht,.tor Notarlal Seal Robin J. Goohom, Notary Public Carllsla BolO, Cumberlan~ County My Commission expire. AprIlt7, 1999 200 North Hanover street Carlisle. PA 17013 Add,... D.te 01 Death 8 DIY January Month 1996 Vu, INSTRUCTIONS I. An invontory mud bo filod wllhln throo months .ltor .ppolntmont 01 perlonel ropr.sent.tlvo. 2. A suppl.ment Inventory mud bo filed within thirty deys 01 discovory of edditlonel ..sots, 3. Addltlon.1 shoots m.y bo .tt.chod es to pOrlonelty or really 4, 500 Artiel. IV, Flducierios Act 01 1949, fl~ 3 ;i1- 0'. i~ -,. i1.' i .;: ,. C ' .1 l.....,. Pg )g!i ~ ~ :0::0 Jg~ t;:oo oUt .; n. ~ "l:l g.q -: <;(:, ~o lire - - w - ~ ..,; .... w " .j.J ~ .... ~ '" ~ .. H 0 w Ul .. Cll Do U 0 0 III Ul " " > I 0 w w III C ... .-l ~ :I: '" .. " \D I- Do ..J U. .-l .; Do III E ~ Z .... 0 tll U 0 I u. ..J ~ Do :l: w 0 0( . i: .0( ... > '" N Z :E p: Z 0 c C " III Z :>. 0 Cll 0 '" U Z w 0( Cll .... .-l Do t:: ... .-l '0 c Cll ~I - .. .<: 0: 0 " U I .., ... ... 'M .. E 0 :E . " I .. " it 0 I -' () III . 2. The partiee hereto hereby agree that in order to avoid the expenee, delay and publicity involved in the filing of a formal Account and Schedule of Distribution, no accounting to the Court is necessary and we do hereby agree that we do consent to distribution being made without the filing of an Account and Schedule of Distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan'_ Court Division of the Court of Common Pleas of Cumberland County, Penneylvania. 3. The parties hereby remise, release, quitclaim and forever discharge the Estate of RODNEY M. GLASS, and DOUGLAS W. GLASS and DENISE B. BORSUK, Executors, their heirs, executors, administrators and assigns, from all manner of acts, suits, claims, accountings, debts and demands whatsoever which we or any of us or our legal representatives or assigns may at any time hereafter have against said executor, estate, or assets thereof, touching or concerning the Estate of the Decedent. 4. The parties hereto hereby covenant and agree that they will contribute their share of the Estate to satisfy all claims, debts, demands, suits or causes of action which may be successfully brought against the Estate or the Executors after the execution of this Family Settlement and Final Releas~. 5. The parties hereto hereby agree that they will at all times in the future and where ever necessary, appropriate or convenient, make, execute and deliver to said Executors, and/or to the other party or persons, any and all instruments, documents, conveyances, deeds, releases or other instruments of any kind necessary or convenient to carry out the intention of this Family Settlement and Final Release. 6. This Family Settlement and Final Release constitutes the entire understanding among the parties hereto, and each of them acknowledges that no representations or statements of any kind, written or oral, have been made to them or any of them prior hereto by the Executors or any other person or party upon their behalf. 7. This Family Settlement and Final Release shall endure to the benefit and shall bind the parties hereto, and each of them, their heirs, executors, administrators, successors and assigns. 8. This Family Settlement and Final Release shall be governed by the laws of the Commonwealth of Pennsylvania. FAMILY SETTLEMENT AGREEMENT IN THE ESTATE OF RODNEY M. GLASS. DECEASED AGREEMENT executed this ~ day of ~UL~t- , 1996, by and between DOUGLAS W. GLASS and DENISE B.UBORSUK, Executors of the Estate of RODNEY M. GLASS, deceased, and DOUGLAS W. GLASS and DENISE B. BORSUK, individually, heirs and beneficiaries of the Estate of RODNEY M. GLASS. of Carlisle Borough, January 8, 1996, having WHEREAS, RODNEY M. GLASS, late Cumberland County, Pennsylvania, died on left a Last Will and Testament, and WHEREAS, on January 19, 1996, the Register of wills in and for the County of Cumberland, Commonwealth of Pennsylvania, did constitute and appoint DOUGLAS W. GLASS and DENISE B. BORSUK, as Executors of the Estate of RODNEY M. GLASS, in Estate Number 2196-0044, and WHEREAS, the Executors has proceeded with the administration of said Estate consisting of assets in the amount of $197,607.74 and disbursements in the amount of $197,425.65, leaving a principal balance on hand of $182.09, plus interest, as set forth in the First and Final Account, a true and correct copy of which is attached hereto and made a part hereof as Exhibit A, and WHEREAS, the only parties in interest in said Estate are the above-named parties, and WHEREAS, said parties in interest desire that the Executors shall not be required to file an Account with the Orphan's Court of Cumberland County, Pennsylvania, and that the net estate of the decedent shall be distributed without the necessity of filing a formal Account to avoid the expense, delay and publicity of a formal accounting but should instead be distributed in accordance with the Executors' Proposed Schedule of Distribution, a true and correct copy of which is attached hereto and made a part hereof as Exhibit B. mutual promises, above-named heirs GLASS do hereby NOW THEREFORE, in consideration of the covenants and agreements recited herein, the and beneficiaries of the estate of RODNEY M. mutually agree as follows: 1. The parties hereto, and each of them, agree and acknowledge that they have fully and carefully examined the First and Final Account of DOUGLAS W. GLASS and DENISE B. BORSUK, Executors for the Estate of RODNEY M. GLASS, deceased, and Proposed Schedule of Distribution relating thereto, and find them to be true and correct, and acceptable to the parties hereto and each of them, and further that each of them has received a copy of this Family Settlement and Final Release and of said Account and Proposed Schedule of Distribution. Flee: rit, '1 ." I :(If, '96 r.GO -.7 r 1 ~!J CIl.I. Cun,t " '_11;1 .. 1'1 .', \ .' , '. '. . '. 8tJMMARY 01' ~ccomrr PRINCIPAL $197,607.74 LESS DISBURSEMENTS $ 35,653.32 LESS DISTRIBU'l'IONS $161,772.33 INTEREST AND INCOME $ 1,069.62 TOTAL $ 1,251.71 RECBIPTS O. PRINCIPAL CASH Members First Federal Credit Union savings account Members First Federal Credit Union checking account Members First Federal Credit Union investment savings account Members First Federal Credit Union individual retirement account $ 5,183.36 $ 3,803.70 $50,801.73 $19,665.88 Members First Federal Credit Union Christmas Club account Members First Federal Credit Union $ 1,000.00 certificate of deposit-account number 50198-41 (joint with Denise B. Borsuk) $ 401.71 Members First Federal Credit Union $ 1,000.00 certificate of deposit-account number 50198-42 (joint with Douglas W. Glass) Members First Federal Credit Union $ 5,325.26 certificate of deposit-account number 50198-43 Members First Federal Credit Union $ 2,000.00 life insurance Reimbursement for pre-paid medical expenses Insurance refund Reimbursement at settlement for county and school taxes paid by seller in advance Miscellaneous deposits TOTAL PBRSOHAL PROPBRTY Miscellaneous property sold at auction Miscellaneous personal property sold privately $ 50.27 $ $ 164.00 471.20 $ 19.65 89.886.76 $ 3,008.25 $ 320.00 '. DISBURSEMENTS OW PRINCIPAL DEBTS OW DICIDINT PP&L - electric united of PA - telephone $ $ $ $ 49.73 22.16 11.94 Borough of Carlisle - water/sewer Pennsylvania Department of Revenue 1995 income taxes 73.00 Internal Revenue Service - 1995 income taxes $ 797.00 Members First Visa $ $ 53.00 260.27 Checks written by decedent (#2138, #2139, '2133, and #2141) cashed after death TOTAL S 1.267.10 PUNBRAL BXPBNSBS Ewing Brothers Funeral Home cumberland Valley Memorial Gardens Valley Motel - funeral reception $ 5,439.00 $ 600.00 $ 134.17 $ 95.40 Wayne Noss Flowers TOTAL S 6.268.57 ADMINISTRATIVE BXPBNSBS Register of Wills - probate fee $ 255.00 Register of wills - additional Short $ 12.00 certificates cumberland Law Journal - legal advertising $ 60.00 The sentinel - legal advertising $ 96.73 PP&L - electric service from 12/26/95 $ 148.93 through 4/30/96 united of PA - telephone service from $ 52.26 February 1996 through April 1996 Borough of Carlisle - water/sewer from Dec. 19, 19965 through April 30, 1996 Darlene L. Moyer - tax collector (1996 county and township taxes) Darlene L. Moyer - tax collector (1996 personal taxes) Jeffrey S. Cohick' Associates - 1995 federal income tax preparation Register of wills - filing fee for inheritance tax return and inventory Miscellaneous withdrawal from checking account on 3/4/96 Dauphin oil company - installation of oil tank Elwood Shughart - oil tank removal Dennis Albright - sidewalk repair Kevin M. Wickard - auctioneer Nell's Market Doug Glass - reimbursement for public sale food stand Leaner Home Center Kruger's Rental Center Lowe's Denise Borsuk - reimbursement Realty Executives - real estate sales commission American Home Shield - home warranty Notary fee at real estate settlement PA Department of Revenue - 1% realty transfer tax Home Paramount - pest inspection $ 57.52 $ 457.45 $ 9.90 $ 94.00 $ 25.00 $ 25.791?? $ 559.95 $ 750.00 $ 300.00 $ 609.75 $ 65.10 $ 16.50 $ 6.03 $ 34.45 $ 45.09 $ 14.70 $5,994.00 $ 360.00 $ 6.00 $ 999.00 $ 25.44 .' . . '. aooount olosed 3/1/96 IMTIRlBT OR ClaTIrICATI or DBPOSIT - aooount number 50111-43 1/31/96 2/29/96 3/14/96 $ 27.82 $ 26.16 $ 11.78 account closed 3/14/96 IIITBRBST OR ISTATE SAVIROS ACCOUIIT 1/31/96 2/29/96 3/31/96 4/30/96 5/31/96 6/30/96 IIITIRBST OK ISTATB CHBCKIKO ACCOUIIT $ 29.69 $ 97.28 $126.11 $139.12 $208.79 $ .63 1/31/96 2/29/96 3/31/96 4/30/96 5/31/96 6/30/96 $ 9.86 $ 25.07 $ 21.99 $ 3.08 $ 68.05 $ 1.66 TOTAL $ 1,069.62 . '. ,', . '. ., DISTRIBUTIONS TO BINB'ICIARIIS Douala. w. Glllss Certificate of Deposit $ 1,000.00 account '50198-42 (3/1/96) 1/2 value of individual retirement $ 9,885.22 account (2/27/96) Cash distribution (5/17/96) $ 70,000.00 . TOTAL $ 80,885,22 DenisA B.. Borsuk Certificate of Deposit . account '50198-41 (3/14/96 1/2 value of individual retirement account (2/27/96) Cash distribution (5/17/96) TOTAL $ 1,001.89 $ 9,885.22 $ 70,000.00 $ 80,887.11 GRAND TOTAL $161,772.33 IIY.\5OO I" 1\ t.9'1 1$;'-78 - If l!! ~ig i5~t.. ...", ... oC ~!E :IS oz u2 z o 3 E ... :5 ... .. z o g ... ~ o u ~ 812 North Pitt street Carlisle, PA 17013 eM' Cumberland o 3. R.malndor R.'urn ('a, do'.. of dlO,h prior 'a 12.13.82) o 5. F.d.ral EI'al. To. R.'urn R.qulrod ~ 8. Ta'al Numb.r a' Sa'. D.pa.I' Ba'.1 " ^~lfdl\ '.. :'/r'u.. COMMONW'AUH Of PfNNUIVANIA DfPAltMIHf O. I(YINUl of"- 110601 HAUISlUIO, PI. 111210601 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) c '0IDATUO'DIATlIAmI12l~1191 CHICK Hili .. A ll'OUIAL I'OVII" ClIDIT II CLAIMID 0 PILI HUM.II 21 COUNTY COOl 96 YIAR 0044 NUM51R I a Rodne M GLASS I II . I II M o Ao. Future Inl.r..t Compromis. ('or do'.. a' d.alh ahor 12.12.82) o 6. DIC.d.n' DI.d T..'a'. 0 7. D.c.d.n' Mainlain.d a living Trull (Attach cap 01 Will) (Anach copy of Tru.'1 AU. COUISPONDINa AND CONfiDENTIAL TAX INPORMATlON SHOULD BI DIRECTlD TO. AM M l MAlLIN A .~.!.; Michelle R. II UM Calvert, Esquire 200 North Hanover Street Carlisle, PA 17013 ( 8) 186,638.02 I. P..al EI'a'. (Sch.dul. AI ( 1) 2. S'ack. and Band. (Sch.dul. 8) ( 2) 3. Cla..ly H.ld Slack/Pa~nonhip In'.r,"' (Sch.dule C) (3) ~. Ma~gag.. and No'.. RlCeivabl. (Sch.dule D) ( ~) 5. Ca.h. Bank D.pa.ill & Mi"ellaneau. Pe"anal Prape~y( 5) (Scnedule E) 6. Jainlly Owned Prap.~y (Schedule F) 7. Tran.'e" (Schedule G) (Schedul. L) 8. Ta'al Grall Allel. (Ia'allin.. 1.7) 9. Funeral Expense., AdminhtrativI COlli, Miscellaneous ( 9) E.p.n... (Schedul. H) 10. Debl., Ma~gag. liabilili.., lien. (Schedule I) (10) 11. Ta'al Dedudian. ('a'allin.. 9 & 10) 12. Ne' Valu. of E.'a'. (Iin. 8 minu.lin. 11) 13. Chari'able and Gavornm.n'al 8equ..II (Sch.dul. J) 1~. N., Value Subj.d 10 To. (Iin. 12 minu. lin. 13) 15. Amaun' a' lin. 1~ 'a.obl. 01 6% ,a'. (Include valu.. from Sch.dule K a' Schedule M.) 16. Amaun' of line 14 'a.abl. a' 15% ral. (Include valu.. Irom Schedule K a, Sch.dule M.) 17. Principal 10. duo (Add 'a. from lin. 15 ond 'ram lin. 16.) 18. Cr,dil. Spousal Poverty Credil Prior Payments Discount + + 507.67 19. If line 18 I. groa'.r Ihan lin. 17, .n'or,h. diff.ronce an lin. 19. Thl. h ,h. OVERPAYMENT, DID 20. If lin. 17 h gr.a'or'han lin. 18, en'or,h. diffor.nce an line 20. Thl. i. Ihe TAX DUE, A. Enl.r the lnt.r'I' on ,he balance due on line 20A. B. En'.r ,h. '0'01 a' lin. 20 and 20A an lin. 20B. Thi. iI,h. BALANCE DUE. Moh ChICk Payabl. 10. R.gi..., 01 Will., Ag.n. 1/8/96 o 2. 174-20-2247 11/13/26 (11) (12) (13) (14) 17.413.86 169,224.16 11!1 1. Original R.'urn Supplemental Return K .06 = 169,224.16 10.153.45 o ~. Umilld Ella'. 243-5551 92,405.00 1,892.73 ( 61 (7) 91,339.09 1,001.20 )C .15 = (17) 10,153.45 17.244.79 169.07 (15) 169,224.16 (16) Check here if you atc requesting a refund 0' your ovcrpayment, Intere,t (18) (19) 507.67 (20) (20A) (208) 9,645.78 9,645.78 .. BE SUO TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. Und.r nalti.. of perlury, I d.c1ar. Ihat I have uamined thl. return, Including accompanying schedule. and .tolemenll, and la Ihe be.t of my knowledge ond belief, It rue, olred and complete. I declar. that 011 real e.tal. has been reported at true market ...alue. Oecloratian of preparer other than the penon r res I)1er.... i. b ..d on IIlnfarmalion of w . h preporer has any knowledge. '-1 A U N SI IUN II: UII:N A.POJ! A lU N. West st., Carlisle, PA 17013 ,',i.. Iq(o DAn ~ 1~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK ("") IN THE APPROPRIATE BLOCKS. 1. Did decedent make a tronsfer ond: a. retain the use or income of the property transferred, ....................................... b, retain the right to designote who shall use the property tronsferred or its income, c, retoin a reversionary interest or ....................,............................................... d. receive the promise for life of either payments, benefits or care? ....................... 2, If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If deoth occurred ofter December 12, 1982, did decedent lronsfer property within one yeor of death without receiving odequote consideration? ................................................. 3. Did decedent own an 'in trust for' bank account ot his or her deoth?..................... XU NO 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. - ~~ - ~ O..!!l - 8. Q'= 0... .~~ .<;8 ...... r;'I ()~ t' T' 1., ~. ~ ,\ It) <<".' . 0"'" ( ':3 .. _.~. 0;;) ';.0 &!w ~ wE a: a: 08 .:.; A iii, . . .r;t ....".; .'V.llOllh '4.161 *' SCHEDULE B COMMONW'A1TH O. PrNNIYlVANIA STOCKS AND BONDS IHHIl"'H~'IA' 1Il~'H _"ID'N O.ClO'N FlU NUMBER Rodney M. Glass 21-96-0044 (All p..peoly 10InIIY-Gwn.d wllh Right of Survivorship mu.1 b. dl.c1oOld on Sch.dul. F,I ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1. Ser~es E savings bond, issued 4/79, $50 face value $ 126.88 serial NL2162672903E 2. Series E savings bond, issued 4/79, $50 face value, $ 126.86 serial NL2162673134E 3. Series E savings bond, issued 3/79, $50 face value, $ 126.88 serial NL2162672670E 4. Series E savings bond, issued 3/79, $50 face value, $ 126.86 serial NL2162672426E 5. Series E savings bond, issued 12/78, $50 face value, $ 129.40 serial NL2141880711E 6'. Series E savings bond, issued 12/78, $50 face value, $ 129.40 serial NL2141880956E 7. Series E savings bond, issued 12/78, $50 face value, $ 129.40 serial NL2150005660E 8. Series E savings bond, issued 2/78, $50 face value, $ 139.32 serial NL2111398746E 9. Series E savings bond, issued 7/71, $50 face value, $ 192.64 serial NL793186968E 10. Series E savings bond, issued 6/71, $50 face value, $ 191.10 serial NL793186879E 11. Series E savings bond, issued 6/71, $50 face value, $ 191.10 serial NL793186920E 12. Series E savings bond, issued 5/71, $50 face value, $ 190.56 serial NL793186839E 13. Series E savings bond, issued 8/46, $JO face value, $ 48.10 seriel NX25261420E 14. Series E war savings bond, issued 3/45, $10 face $ 44.19 value, serial NX4388319E S 1 892.73 TOTAL (AI.o .nlor on lin. 2, RICO lIulolion (" more space ;s n..ded, ;nserf addifional she.Is 01 some size.' .''IUOIllttH'I '* SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMQNWIAUH 01 P1HNITlVANIA INHIIttAHCI tAX lnulN .._HT OKIDINT Rodney M. Glass (AI "...., ...."~.... whh tho l"h. oIlurvl-.h1, ....1 !to 41....M4 .. Scho4... PI ITEM DESCRIPTION NUMBER 1. Members First Federal Credit Union, savings account #50198-00 2. Members First Federal Credit Union, Christmas club account #50198-02 3. Members First Federal Credit Union, investment savings account #50198-05 4. Members First, IRA savings account #50198-10 5. Members First, checking account #50198-11 6. Members First Federal Credit Union, certificate of deposit, certificate #50198-43 7. Personal and household effects 8. 1983 Chevrolet Blazer, VIN #lG8EK18H2DF149989 9. 1982 Buick Regal Station Wagon, VIN H1G4AJ354XCH207933 10. Mail Handlers Benefit plan - reimbursement for prescription drugs (A"om odditionol 8~. x 11- ,hee',lf more 'poc.1I needed,) '. Plaall Pllnl 01 T a VALUE AT DATE OF DEATH $ 5,183.36 $ 401.71 $50,801.73 $19,665.88 $ 3,803.70 $ 5,332.44 $ 3,500.00 $ 2,000.00 $ 600.00 $ 50.27 S 91,339.09 ..."..".. II..... W COMMONWIAIIH 0' P1NNIYLYANIA INHUlTANCllAI mU.N IUIDINT DICIDINI ISTATI OP Rodney M. Glass Jolnl ..nonl(')' NAMI A. Douglas W. Glass I. Denise B. Borsuk F/K/A Denise B. Glass C, Jolnll,-owMd .......rt,. SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS 1011 N. West street Carlisle, PA 17013 280 Echo Road Carlisle, PA 17013 PILI NUMIER 21-96-0044 RELAnONSHIP TO DECEDENT son daughter ITEM LETTER DATI POR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMlil JOINT MADE DESCRIPTION OF PROPERTY TeNANT JOINT OF ASSET ,",INT, DECEDENT'S INTeREST 1. A 9/5/90 Members First Federal Credit Union, certificate 1,001.19 50% 500.60 of deposit #50198-42 2. B 5/9/90 Members First Federal Credit Union, certificate 1,001.19 50% 500.60 of deposit #50198-41 TOTAL (AI.a .ntor on lin. 6, R.capitulatian) 51,001.20 (If mar. spoc. is n..cl.d ins.rt additional sh..ts a( some sin) 1''11lm'hl'''1 Rodne ITEM NUMBER A. 1. 2. 3. B, 1. 2. C, . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. P,lnt 0' Typ. NUMBIR CQMMOHWIAlI" o. .tNH'YlVANIA INHUIlANCl fAX IUUIN IUIOINIOICIOIHI M. Glass 21-96-0044 DESCRIPTION AMOUNT Fun.,al Exp.n..., Ewing Brothers Funeral HOme Cumberland Valley Memorial Gardens (grave opening and closing) $ 5,439.00 600.00 Valley Motel (funeral reception) 134.17 Admlnl.t,atlv. co.t., Personol Represenlalive Commissions Sociol Securily Number 01 Personal Represenlolive: Veor Commissions poid 3. Allarney Fees Griffie & Associates Family e.emplion Claimonl Address 01 Clalmonl al decedent's dealh Slreet Address City Slale Zip Code 7,171.28 Relalianshlp 4. Probale Fees Register of Wills MI.callan.oul Exp.n..., 255.00 1. Leaner Home Center material for repairs on real estate 6.03 2, 44.54 95.40 96.73 36.97 60.00 11.82 35.50 PP&L 3. Wayne NOss Flowers 4. The Sentinel - legal advertising United of PA 5. 6. Cumberland Law Journal - legal advertising Borough of Carlisle - water/sewer 7. 8. PP&L TOTAL (Also enler on line 9, Recapilulotlon) (II more .po.. I. n..d.d, In..'' additional Ih..1a 01 .am. I".,) S 17,244.79 C. MISCELLANEOUS EXPENSES (Con't) 9, Darlene L. Moyer, tax collector 1996 county real estate taxes 10. Darlene L. Moyer, tax collector personal taxes 11. Elwood B. Shughart - removal of oil storage tank from real estate $ 457.45 $ 9.90 $800.00 12. Dennis Albright - sidewalk repair 13. Dauphin Oil Co. replacement of oil storage tank and transfer of oil between tanks $ 400.00 $ 700.00 14. Jeffrey S. Cohick & Associates preparation of 1995 income tax return 15. Internal Revenue Service 1995 income taxes $ 94.00 $ 797.00 , . ".lllll"~.'" *' COMMONWIAUN Of "NH'''\llH.A "'HI.'1AHC11l1 "IUIH ."HI DlCIOINI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS P1.a.. P,lnl 0' T . , . NUMB.I 21-96-0044 Rodne M. Glass !TIM DISCIII'TION AMOUNT NUMB.. 1. United of PA $ 22.16 2. Borough of Carlisle - water/sewer $ 11.94 3. Members First Federal Credit Union $ 61.97 Visa Account 64121-4499-9850-1980 4. PA Department of Revenue $ 73.00 1995 income tax TOTAL (AI.o onlor on lino 10, Rocopilulollon) (limo,. 'poco i. nmod, insort oc/c/ifianol .hH" of ,omo ,i...) $ 169.07 v /5' 7/i'-1/ RIV-1547 IX AFP (12-95* CO..'ONWUUH or P(HNSYLVAHIA MPAJlYtttN' or R(Y(tAJ( IUMAU Of' INDIVIDUAL 'AXEl D(Pf. 1I0Ul HARRISIURO, PA 171ZI-0611 ACN 101 NOTICE 0' INHE~ITANCE TAX A"~AISEHENT. ALLOWANCE O~ 015ALLOWANCE 0' OEOUCTIONS AND ASSES5HENT 0' TAX DATI 07-01-96 FILl NO. COUNTY CUH8ERLAND DATI OF DIATH 01-08-96 NOTE. TO IN8U~E '~O~E~ C~EDIT TO YOU~ ACCOUNT, SUBHIT THE U~PE~ ~D~TION OF TNIS fO~" WITH YOU~ TAX ~AYHENT TO THE ~E018TU 0' WILLS, HAKE CHECK ~AYABLE TO "~EOISTE~ 0' WILLS, AOENT" REMIT PAYMENT TO: HICHELLE R CALVERT ESQ 200 N HANOVER ST CARLISLE PA 17013 REGISTER OF WILLS CUH8ERLAND CO COURT HOUSE CARLISLE, PA 17013 AlIOunt ~..ltt.d CUT ALONG THIS LIN\! ~ R\!TAIN LOWER PORTION FOR YOUR RECORDS ~ ii"EIi:i:54-.niC"AFP"n'F9SrNOYic!"-OF-iNHEiiifANCi-Ylix-APPRAiSEif€Nj-;-,m:OWANCi-iii----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF GLASS RODNEY H FILE NO. 21 96-0044 ACN 101 DATE 07-01-96 TAX RETURN WAS. I X I ACCEPTED AS FILED ( I CHANGED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. ~..l E.tat. (Schedul. A) III 2. Stock. _ Bond. lSchadula B) 121 S. Clo..l, Held Stock/P.rtn.r.hlp Int.r..t (Sch.dul. CI IS) 4. Kortgag..lNot.. Receivable (Schedule DJ (4) 5. CaahlBank u.,o.lt.IHI.c. P.r.onol Prop.rt, (Sch.dul. E) IS) 6. Jolntl, Owned Prop.rt, (Sch.dul. FI (6) 7. Tron.f.r. lSchodul. Gl 17) 8. Tot.l A...t. 92.405.00 1 .892. 73 .00 .00 91,339.09 1,001.20 .00 lB) 186,638.02 APPROVED DEDUCTIONS AND EXEHPTIONS: t 17.244,79 9. Funeral Expen.../Ad.. COI .'"llc. EKpan... (Schedule t1) I') 10, DobhlHorto.o. L1obIUU../LI.n. (Schodula 11 110) 169.07 11. Tot.l D.ductlon. (11) 12. Not Valu. of Tax R.turn (121 15, Chorltobl./Oo..rnaont.l B.qu..t. lSch.dul. JI liS I 14. Not V.lu. of E.tat. SubJoct to Ta. 1141 NOTE: If.n .......ent was issued previously, lines 14. IS and/or 16, 17 and 18 will reflect figure. that include the total of ALL returns a.sessed to date. ASSESSHENT OF TAX: 15, Aaount of Lln. 14 .t Spou..l rot. 1151 16, Aaount of Line 14 ta.obl. at Llne.l/Cl... A ..t. 1161 17, Aaount of Line 14 t..obl. .t Collat...l/Cla.. Brat. 1171 IS. Principal Tax Duo 17.413 96 169,224,16 ,00 169,224,16 ,00 169,224.16 .00 K'OO_ K.06_ K .15. IlSI ,00 10,153,45 ,00 10,153,45 TAX CREDITS: PAYMENT DATE 04-02-96 RECEIPT NUII1lER AA1l2692 OISCQUNT 1+1 INTE~EST I-I 507.67 AHOUNT PAID 9,645,78 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 10,153,45 ,00 ,00 ,00 . If PAID AFTE~ OATE INDICATEO. SEE REVERSE FOR CALCULATION 0' AODITIONAL INTEREST, IF TOTAL QUE IS LESS THAN .1, NO PAYHENT IS REQUIREO, IF TOTAL DUE IS ~EFLECTED AS A "CREOIT" ICRl, YOU HAY BE OIlE A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,) , C2l-- I I I , I i ! i i i I \0 - C:') \:<'( C') lQ; '" ., B: ., co ) N .;~ ~ ,. " ., " .. U' ..h " U 'j) ~ - t: CIa: a: ~::J UU RESERVATIONI Eltat.. of decedent, dylno on or befor. Dec.-ber II, .," .- If In~ lutur. Jnt.r..t In the I,'et. I, tr,".f'rr~ In po.....lon or enJov-ent to el... . (coll,t,r,l' beneflcl,r... of the decedent .,t.r the IWPlr.tlon of ~v I,'st. for 11'. or for v..r., the C~.lth hereby ..pr..'I, rll.rv.. the right to 8PPr.... end ...... tr~".r tnherlt~. T.... It the l~'ul Cl... . (col1"",1) rat. on InY luch lutur. Int.r..t. PIIIPClU lIIF HallCEI To fulfill the requlr.-.nt. of S.olSon 2140 of the Inherlt~. end E,t'ts 'I. Act, Act Zt 0' ."1. 72 P.S. leGt10n 2140. PA'nENTI o.tKh the top portion of thl, Notice end ilUMlt with your peYMnt to the _.,ht,,. of WUh prlnt~ on the rrl'rs. .... --"eke check or ~y order p'Vllbla tal REGISTER OF MILLS, AGENT All ,.,....ts rKIlved ...11 flnt be -wllR to MY Int.r..t which ..y be M with "'v ,....lncH.. .,lIed to the tn. RUlJND Calli A nfW"d of . t.. credit, which .... not reque.ted on tt. Ta R.turn, ..y be r...st~ b)' c0IIIP1.tlng en "&PPUc.Uon for R.fund of Penn.,lv~l. r~rlt~. ~ E.t.t. T.x" (AEV~ISIS). AppJlc.tlon. .r. av.II.bJ. .t ~ Dfflc. 0' the R..I.t.r of Will., MY of the ZS R.venue DI.trlct Dfflc.., or by c.lllna the .peel.l Z4.hour InlMerlng ..rvlc. ~r. for for.. orderlngl In Penn.)'lvenl. 1~.OO-S6Z-Z050, out.lde Penn.ylvenl. end ..Ithln local Herrl~r. '1"''' (717) 7'7~'0t4, TOOl (717) 77Z~ZZ5Z (Hearing lep.lr~ Onlw). OIJECTlClCSI AIrI p...tv In Int.....t not ..tI.fled ..Ith the IlPPr.......,t, .Uowenc. or d...llowenc. a' deduction., or .....Ment 0' tu (IncludinG dl.ccutt or Int.....U .. shown on this Notlc. ...t object ..Ithln IIxty (60) dI)'. of rec.lpt of ttl" Notlc. bWI _IN IST1lATlYE CORRECTIONS I DISCDUHTI PENAL TVI ....ritten prot..t to the PA u.p...t...,t 0' R.venue, Io...d 0' Appe..., Dept. Zl1021, Hlr....bur., Pi 171Z1~1021, OR ".Iectlon to hevtI the ..tt.r detl...lned .t .ucUt 0' the account of the pe.....l r.,...sentIU,,., OR -~~.l to the Orphan.' Court. F.ctull '1"'1"'01"" dlscov...ed on this ...........t should be edd.....ad In ....lUng tal Pi DIp.rt....t 0' Rev......, lur..u of Indlvlduil T...., ATTNI Po.t A..........t R.vl... unit, Dept. Z10601, H.rrl.burg, PA 171Z'~0'Ol Phone (717) 717~'505. ...,... S of the bookl.t -In.tructlon. 'or InherltlnC' ,.. R.tum 'or . R..ldent Decedent- (REV-1501) 'or In .x,lenltlon 0' ~Inl.tr.tlv'l)' correct.bl. '1"'1"'01"". If In)' tn due I. p.ld ..Ithln thr.. (S) c.lend.r .onth. .,t.r the decedent'. ds.th, . 'Iv. p.rcent (5%) dl.count of the tn p.id I, 11IDWld. The 151 tn --.It, non~plrt1clp.tlon ,.,.ltW II COllPUted on the totll a' the tlX end Int.r..t ......Id, end not p.id be'or. JInuIr, II, 1996, the flr.t dey ,'t.r the end 0' tt. tlX .-ne.ty ,.rlod. Thl. non~p.rticl'.tlon ,.".1 ty I. .....I.bl. In tt. .... ...... end In the the ... tI.. period .. )IOU would .....1 the tu end Int.....t tNt hi. bien ......ed .. Indlc.tlld on this notlc.. INTEREST I Int.....t Is chlrged beglmlng ..Ith fI...t de, of dellnquency, or nine (9) Mnth. end OM (1) dlV' 'rOIl tt. det. of dMttl, to the dlt. of ,"""to T.... which bee... delinquent befo... Jenullry 1, 1'12: bell'" lnt.....t .t the ntl of .s. (6%) percent per ..... c.lcullt~ It . dllh ...t. 0' .GOOI64. All tlx.. which bee... delinquent on end .ft... J~rr 1, I,'Z ..Ill bill'" Int.r..t .t . r.t. which will v.ry froe c.lend.r y..r to c.lend.r y..r with that r.t. ~ by the PA DIp.rt...,t of R.venue. The eppllc.bl. Int.r..t r.t.. for l'IZ through 1996 '1""1 !!!! Intl....t R.t. DillY Int.r..t Fector !!!! Int.....t Rite D.lly Int.r..t Feetor "Il ZD% .000541 1917 9% .000Z47 "as 16% .OOUSI I,u-I,n 11% .000SOI "" 11% .OOOSDI I"Z 9% .OOOZU 1915 11% .00DSS6 I"S.I994 n .OGOltz ".. 10% .00OZ74 I"S~l'" 9% .IUZU ulnb....t I. c.lcul.ted .. followlI IKTEREBT . BALANCE OF TAX UNPAID X HUnBER OF DAYB OELI"QUEHT X DAILY INTEREST FACTOR --Anr NoUCI luued .ft.r the tlx bee... delinquent ..Ill reUeet en 1nt.....t cllcul.tlon to flft..., US) de)'. beyond the d.t. of thl ........,.t. If ,.weent II .... .U.r the Inhr..t COllPUt.tlon d.t. shown on tt. Notlu, adcUtlonel Int.r..t .u.t be c.lculltld. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Rodnev M. Glass Date of Death: January 8, 1996 will No. Admin. No. 2196 - 0044 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 11 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: 2/11 /q7 - C\ 0", t") ~~ CJ= ,..., () ~:~ Q.. , '::" . ,..., , "" .- ". '" . en - w a u.. ~,j) ,1 U W ~ .1) ma: P\ '. E a: ~a I Signature Michelle R. Calvert Name (Please type or print) 200 North Hanover st., Carlisle, PA Address 17013 ( 717) 243-5551 Tel. No. Capacity: Personal Representative x Counsel for personal rel?resentative (MAH: rmf/ AM3)