HomeMy WebLinkAbout96-00066
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PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Estate of Rose Geoffrey
also known as
No. 21-96- toG::.
To:
SocIal Securily No. 219-36-7814
Register of Wills for the
Deceased. County of CII..h"rl nnd In the
Commonwealth of Pcnnsylvanla
The petition of the undersigncd respectfully rcprcscnts that:
Your pctitioner(s), who is/arc 18 years of age or oldcr, appl ies
for Ictters of administration
on the estate of
(d.b.n.: pendente lile; duranle ahsenlla: duranlc mlnorllDlc)
thc above dccedent.
Decendent was domiciled at dcath in Cumberland County, Pennsylvania, with
" er last family or principal residcnccat 34 Bullock Circle. S. Middleton Township.
(Iiit ~trCt'11 number and munlclralil)'}
Decendent, thcn 81 ycars of age, dlcd
at Cumberland Crossin2S
Jnnunry
,19Q(,
Decendcnt at death owned property with cstlmatcd valucs as folllows:
(If domiciled in Pa.) All pcrsonal propcrty
(If not domiciled in,Pa.) Personal property In Pcnnsylvania
(If not domiciled in Pa.) Personal property In County
Value of real estatc in Pennsylvania
situated as follows: None
S175.000.00
S
S
S
Petitioncr_ arler a proper search hIlL.. asccrtaincd that dcccdcntlcft no will and was survived by
the following spousc (if any) and hcirs:
Name Rclationship Residcnce
Leon S. Geoffre 34 Bullock Circle 8 ouae
Carlisle PA 1701
Joel R. Geoffre 600 Valle Rd. 0-2 son
Warrin ton PA 18 6
Alan F. Geoffre 335 Northwood Driv
Lebanon PA 1 0
THEREFORE, petitioner(s) respectfully rcqucst(s) thc grant of Icttcrs of administration in the
appropriate form to thc undersigned.
t ;f~~ ~~~
'iii
'" c Leon S. Geoffrey
'E:g_ 4
. 3 Bullock Circle
-=l
ll'_ Carlisle. PA 17013
i 0 245-9724
Vi
UlMMt"> IU.V 'I III,
This is to ccrtify (hal Ihl' inforll1iHion hen' ~i\'CII I~ lllrru.lI~' illPlt d from .111 Ori,LmlJlll'rllfIC.IIC of dc.1tI~ \tuly filed with me .IS
l.oc31 Rcgistrar. Thcorigiuill fcrrifkiHl' will hl' forw.lrdl'tllll till' Sr.IH VII.,I HCtllhb ()III~L' ftlr pCrIIl.IlIlfll flllll~
WARNING: It Is lIIeg8110 duplicate this copy by photoslal or photograph.
21-96-66
Fl'C (or thi, (errificale, S2.lX1
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3341403
------.-.-- --
JAN 2 1996
.-----.-.--.-
D.lle
No,
1011011&.1""",
CO.....ONWEALTH 0,. PlHNSYLYANIA. DEPARTMENT 0' HULTH . YITAL RECORDS
CERTIFICATE OF DEATH
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U. 1O(""""C:U-fYlolUWtl.
. Felllllle . 219 - 36 7B14
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Feb.14,191
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Cumberhnd
S.Hldd1eton Twp.
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, Teacher , Elementdf
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34 Bullock Circle :i~
Carlisle, PA 17013 ....:::::""
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Married
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Leon GeoCf re
Middleton
PA
Cumberl.nd
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Leon
eoffrey
~rr;le, PA 17013
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Beth llk.oh Jewish
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Jon. 5, 1995
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pERTIFlCATJON OF NOTICE TINDER RULE a.e(a)
Name of Decedent:
Rose Geoffrey
Date of Death:
J anuarv 1. 1996
Estate No.:
21-96-0066
To the Register:
I certifY that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules wu served on or mailed to the following beneficiaries of the above-captioned estate on
MArch 14. 1996 .
~
Address
~nR\~:::
:~~~:/~~
3~ Bel~: ~ircle. Carlisle. P A 170~ 3
~3~ N~~h~~~~~~~' ~~~~~~~at~;O:2A 18976
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none
De~
03/14/96
(tf~ -0. A..
SignalUrC
IRWIN, Me lIT & HUGHES
Name ROClef n Irwin. F.50uire
Address 60 West Pomfret Street
Carli.le. PA 17013
, ,
Telephone /717) 249.2353
Capacity:
p""",nol RepresentAtive
Counsel for Pc:rsonol RepresentAtive
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
II:
Leon S. Geoffrey
b.lng duly sworn .ccording to I.w, do pOI" .nd "YI that h. is the
Administrator of tho E1t.t. of Rose Geoffrey
I.t. of _~0_1,IthJ!id~teJ!ln.Towns.l.lip _ ,. ". , Cumberl.nd County, 1'.., d.e....d .nd thlt the
within I. .n inv.ntory m.d. by hi~__ _. , the I.id Administrator
of the .ntira ..t.t. of ..id d.c.dent, con silting of .11 the personal prol'.rty .nd real ..t.te, .xcept real ..tet. ouhid.
the Commonwealth of Pennsylv.nie, .nd th.t the figur.. oppolit. each It.m af th. Inv.ntory rapr...nt it'. f.ir v.lu.
.. of the d.t. of d.c.dent'. death.
1996
_~~-d
Executor. Admtnhh.for
Sworn
and lublcribed b.fora me,
34 Bullock Circle
Seal
artlole cu~ N<Dy Plblc
My Commlsslon Exp/1llS Aug.~
Mormor. Pemsyt;iIiijj~ ,(A Nclnii
D.t. of Death 1
Doy
--<&.rl1l!J~ PA 17013
Addr...
January
Month
1996
v..,
INSTRUCTIONS
I. An inv.ntory mUlt b. flied within thr.. manths .ft.r .ppaintm.nt of person.1 rapr..ent.nv..
2. A suppl.ment Inv.ntory must be filed within thirty daYI af dilcovery of .ddition.1 .1I.h.
3. Additional sh.eh m.y b. .tt.ched .. to personalty or r..lty
4. Sea Articl" IV, Fiduciari.. Act af 1949.
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21-96-66
YEAR
COlA~F.m~W~'1fl~~AHIA
HAARISB8~t.~"i~~1
FILE NUMBER
FOR DATES OF DEATH AlTER 12131111 CHECK HERE
IF A SPOUSAL
Os.
o I.
R
E
C
A
P
I
T
U
L
A
T
o
N
(9)
38,310.00
(I)
(11)
(12)
(13)
(14)
=
(IS)
385,302.79 X ,06 =
NUUBEA
AlAOUNT RECEIVEO(SEE INSTRUCTIONS)
117 748.11
(10)
1,629.30
~ Cumbor1and
Of AI'l'L1CABLE) SURVMNG SPOUSE'S NAlAE (LAST.fIRST AND lAlDDLE INITIAL) SOCIAL SECURlfY NUlABER
Gooffre Leon S. 092.09.6254
X 1. Orlglntl R.turn 2. Suppltme"'" R.turn
4. Llmit.d ES\lII' 4a. FUluro InlortSt Co~roml..
(lor dal.s 0/ dtalh aftor 12-12-82)
01. D.c.d.nt Dltd T.stal. 07. Dec.d.nt Malntalntd a Living Trust
(Attach co of Will) (Anach a co of Trust)
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
R ft NAlAE COlAPLETE lAAlLlNG ADORESS
R 0 Ro er B. Irwin IRWIN, McKNIGIIT & HUGHES
~ ~ rELEPHGNENUlABER 60 West Pomfret Streot
- T 717-249-2353 Csrlisle PA 17013
1. R.a) ES\lIlt (Schadul. A) 1 one
2. Stocks and Bonds (Schadult B) (2) 22 ,649.20
3. Clos.1y H.ld StocklPanntrshlp Intor.st (Schadul. C) (3) None
4. Mongag.s and Not.. R.c.lvabl. (Schadult D) (4) None
S. Cash. Bank D.posits & Mlsc.'lln.ous P.rsontl Prop.rty (Sch. E) (S) 387 ,463 .42
I. Jointly Owned Prop.rty (Schedult F) (I) None
7. Transf.rs (Schedul. G)(Schadult L) (7) 132 ,877 . 58
I. Total Gross Ass.ts (total Lln.. 1-7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
Exp."..s (Schadul. H)
10. D.bts, Mongag. LllbllitJ.., Liens (Schadult Il
11. Total Deduclions (total Lints 9 & 10)
12. Nat Valu. 01 Estal. (Lln. 8 minus Une 11)
13. Charltabl. and Gov.mmental B.quests (Sch.dule J)
14. N.I Value Sub oct to Tax (Lint 12 minus Lln. 13)
15. Spousal Transf.rs (lor del.. 01 dtath aftor 6-30-94)
Sta Instruclions lor Appllceblt Porcentage on page 2.
(Includ. valu.s from Schadul. K or Schadult M.)
II. Amount 01 Line 14 taxable at 6't. ralt
(lnclud. values from Sch.dul. K or Sch.dule M,)
17. Amount 01 Line 14 taxabla at 15% rale
(lnclud. valueslrom Schedule K or Schedult M,)
11. Prlnclpeltax due (Add tax from LIn. 15, 16 and 17,)
19.CreditslSp Pov.rty Prior Payments Discount Int..est
0.00. 0.00. 1,155.91 0.00
ZOo II Line 191s groaterthan Line 18, enltrthe difforence on Lint ZO, This Is the OVERPAYMENT.
~ 0 ICheck hore" you a" requnUng a "fund 0/ your overpaymentl
21. II Line 181s great.. than Line 19, enter the differonce on Line 21. This Is the TAX DUE.
/.. Entor tha Intorest on the balance due on Line 21A.
B. Enler tho total of Lint 21 and 21A on Line 21B, This Is tho BALANCE DUE.
Make Check Pa able 10. R later 01 Will. A ent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH . .
"peril 0 perury. tea,. av.... 1 ,,.Iurn, nglCCOmpiIlynglC .1.I......"ts. 101. 110 my now V-' . t .erw,
correct and compIet.. dKlar. thlt .lIrNl..tll. has bMn ,.ported 1111.. marhl v.lue. DKtarltlon of pr.petff olhtf lhan th. penonel ,.presentatlv.l' bned on alllnfoflnlllon 0'
which pteplfel hu Ir'fj' knowledge.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS COUNTYCODE
DECEDENT'S NAUE (LAST, FIRST. AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Gooffre Rose 34 Bullock Circlo
SOCIAL SECURrTY NUlABER DATEOFOEATH DATEOfelRTH Csrlis1o, PA 17013
219-36-7814 01/01/1996 02/14/1914
Remainder R.turn
(for dat.. of death prior to 12-13-82)
F.de,,1 Estat. Tax Retum R.qulred
Total Numbor of Sa'e Deposit Box.s
T
~
(17)
0.00 X .15 =
(11)
(19)
(20)
(21)
(21A)
(21B)
SIO:;;;;'E7SPO IBLEFO FILINO RETU;~ ~!'.~~~~. ~.1_t:~!;_~ _ ~....~~~_~~~~~ _........... _ _ _ _ _..
Carlisle PA 17013-7616
SIDNATUR RTHANREPRESENTATlVE IRIIIN, McKNIGIIT & HUGHES
60 West Pomfret Street
Car i"lsio- -. Pi<: - - i :;oij - - -.. - - - - - - -..... - - - - - - -. - - -. -. -.
AEV.IIODEX .(7-14)
(IS)
0.00 X
C
o
M
P
U
T
A
T
I
o
N
542,990.20
39,939.30
503,050.90
None
503 050.90
0.00
23,118.17
0.00
23,118.17
1,155.91
0.00
21,962.26
0.00
21,962.26
DATE
03/26/96
OA1E
03/26/96
Form 1500 (Rev, 7-14)
.-
Act 148 of 1994 provides for the reduction of the tax rales Imposed on the net value 01 translers to or lor
the u.e of the spouse. The rates a. prescribed by thestalute will be:
.3"/. (.03) will be applicable for estata. of decedenls dying on or alter 7/1/94 and before 1/1/96
.2"/. (.02) will be applicable for estates 01 decedents dying on or alter 1/1/96 and belore 1/1/97
.,"/. (.01) will be applicable for estales of decedenls dying on or alter 1/1/97 and before 1/1/98
.Spousal transfers occurring on or alter 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS.
YES NO
I, Old decldlnt make I trlnsl.. and:
I. rolllnthouSlDrlncDmoDlthoprDplrtytrlnsllrrad.. . .. . . , . . . . . , . , , , , , . , . , . , . . .. . , . . . . ,
b. rollln tho rlghtlD deslgnall WhD shin USI tho prDplrty trlnsflrred Df lis IncDmo. ' , . . , . . . . , . . . . . . . . . , .
Co r.taln.,.versianarylnt.r.st:or. . . . . . . . . , . . . .. . . . . . . . .. . . . . . . .. . . .. . . . . . . . . . .
d. rocllve tho promisl ID' IHI DI IRho, payments. blnoflls Df Clro? . . . . . . . . . . . . . . . . . . . . . . . . , . . . .
Z. If doalh occurred Dn D' bofDro Declmb.. 12. 1982. did dlcedlnt within IWD yoars procldlng doalh
trlnsf.. property withoUI rocllvlng adlquatl cDnsld,,"lIon? If dlalh occurrld an.. Dlclmb.. 12,
1982. did dlcldlnl t,ansf.. prDperty within Dno Y"" Df dlalh without rocllvIng adlquatl
consld,,"lIon? . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Old dlcldlnt Dwn In 10 trust 'D" blnk ICCDuntl' his Dr hlr doalh? . , . . . . . . . . . . . . , . . . . . . . . , . . . . .
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.
Copyright (c) '"4 form IOtlw.r. rrit CPS)'llems. loe.
Form 1500 (IIov.7-14)
..
x
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X
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Eltatl of: Rose Ceoffrey SSI 219-36-7814 01/01/1996
CONTINUATION SCHEDULE
Continuation of Schedule E
ITEM
1
DESCRIPl'ION
VALUE AT DATE
OF DEAn!
10 Navy Federal Credit Union 5,451.02
Ihares savings account
10204226-104 (confirmation
attached)
11 Navy Federal Credit Union 6,861.51
share certificate account
10204226-161-0023
'(confirmation attached)
12 Navy Federal Credit Union 17,538.36
share certificate account
10204226-161-0025
(confirmation attached)
13 Navy Federal Credit Union 8,709.21
share certificate account
10204226-161-0026
(confirmation attached)
14 Navy Federal Credit Union 6,292.88
share certificate account
,0204226-161-0027
(confirmation attached)
15 PNC Bank, N,A., certificate 10,034.66
of doposit D21001054589
(confirmation attachod)
16 FHC Bank, N,A., cortificato 10,034,60
of deposit g21001054589
(confirmation attached)
17 PNC Bank, N.A" checking 10,983,55
account 05080349781
(confirmation attached)
.............
75,905.79
.,
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REV.1110EX+lZ'l1}
CO".~_MbYAHIA
ISTATI OF
SCHEDULE Q
TRANSFERS
PIo.,. Print or T
FILl NUMBER
21-96-66
Rose Geoffrey ssg 219-36-7814 01/01/1996
THIS SCHIDULI MUST 81 COMPLETED AND FILID IF THI ANSWER TO Atft OF THI QUESTIONS ON PAGI Z IS VIS.
ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF
NUMBER M1~~J~of lhett-:~:':i~!~t OF ASSET ~.INT, DECEDENT INTEREST
Ionahl 10 d eo 11 f.
1 Merrill Lynch annuity 10,564.83 10,564.83
n872-45206 (confirmation
attached - account directly
transferred to Alan Geoffrey
and Joel Geoffrey)
2 NationsBank, individual 3,344.34 3,344.34
retirement customer
092193678140 (confirmation
attached)
3 Navy Federal Credit Union, 5.88 5.88
Trustee share savings
account #1540066-105
(confirmation attached)
4 Navy Federal Credit Union 7,314.06 7,314.06
Trustee Account certificate
n1540066-162-0014
(confirmation attached)
5 Navy Federal Credit Union 6,534.75 6,534.75
Trustee Account Certificate
#1540066-162-0015
(confirmation attached)
6 Navy Federal Credit Union 6,710.36 6.710.36
Trustee Account Certificate
01540066-162-0016
(confirmation attached)
7 Navy Federal Credit Union 11,031.00 11,031.00
Trustee Account Certificate
01540066-162-0017
(confirmation attached)
8 Navy Federal Credit Union 6,318.31 6,318.31
Trustee Account Certificate
01540066-162-0019
(confirmation attached)
9 Navy Federal Credit Union 16,555.60 16,555.60
Trustee Account Certificate
n1540066-162-0020
(see contn sched atteched)
Total of Contn Schedu1e(s) 64.498.45
TOTAL (Also .Olor on Iino 7. RocoDilulollon) 132.877.58
(If moro'poc. is nndod, Ins.rt .ddillonolsheols 01 sams slzo,)
CowIght Ie} 1114'""" tollw.,. only CPSyl......, Inc.
F""" 1500 Schodulo G lRoY.z.11}
..
<ate of: Rose Geoffrey SSf 219-36-7814 01/01/1996
CONTINUATION SCHEDULE
Continuation of Schedule G
ITEM
,
DESCRIPTION OF Ppl'y
DECD'S DOLLAR VALUE
EXCLUSION TarAL VALUE " OF DECEDENT'S
OF ASSET INT INTEREST
(confirmetion attached)
10 Navy Federal Credit Union 17,198.07 17,198.07
Trustee Account Certificate
'1540066-162-0021
(confirmation attached)
11 Navy Federal Credit Union 10,786.58 10,786.58
Trustee Account Certificate
'1540066-162-0022
(confirmation attached)
12 Navy Federal Credit Union 17,710.77 17,710.77
Truetee Account Certificate
'1540066-162-0023
(confirmation attached)
13 Northbrook Life Ins. Co., 5,187.03 5,187.03
annuity '500 822 194
(confirmation attached -
transferred to Joel
Geoffrey)
14 Northbrook Life Ins. Co., 5,187.03 5,187.03
annuity '500 831 915
(confirmation attached -
transferred to Alan
Geoffrey)
15 Northbrook Life Ins. Co., 8,428.97 8,428.97
annuity '550 905 411
(confirmation attached)
---......--.-
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Carli.le. PA 17013
Tel (717) :!3B-46BB
Art Amundsrn
Invellment Rcrn:lcnt3livc
EdwardJones
JANUARY 23,1996
ROGER IRVIN
IRVIN He NIGHT & HUGHES
VEST POHFRET PROFESSIONAL BUILDING
60 VEST POHFRET STREET
CARLISLE, PENNSYLVANIA 17013-3222
REI ESTATE OF ROSE GEOFFREY
DATE OF DEATH I JANUARY 1, 1996
SOCIAL SECURITY'I 219-36-7814
DEAR HR. IRVIN,
THIS IS IN RESPONSE TO YOUR RECENT REQUEST REGARDING THE BALANCES
IN THE ACCOUNTS OF ROSE GEOFFREY AS OF THE DATE OF DEATH. IN THE SINGLE
ACCOUNT, TITLED ROSE GEOFFREY, VE ARE CURRENTLY HOLDING I CASH IN THE'
AHOUNT OF $30,177.47 AND BONDS TOTALING $163,563.05. THE TOTAL HARKET
VALUE OF THE SINGLE ACCOUNT, AS OF JANUARY 1, 1996, VAS $193,740.52
THESE VALUES ARE BASED ON THE CLOSE OF TRADE DATE DECEHBER 29, 1995.
AT THE REQUEST OF THE DECEASED, ALL CASH AND SECURITIES IN THE
SINGLE ACCOUNT, VILL BE TRANSFERRED TO HER TVO SURVIVING SONS. THIS
VILL BE DONE UNDER A 'TRANSFER ON DEATH' AGREEHENT.
IN THE JOINT ACCOUNT, TITLED LEON S. AND ROSE GEOFFREY, AS OF
JANUARY 1, 1996, VE VERE HOLDINGI CASH IN THE AHOUNT OF $117.17, STOCK
CERTIFICATES TOTALING $69,262.10, AND BONDS TOTALING $40,921.75.
AS OF THE JANUARY 1, 1996, THE TOTAL HARKET VALUE OF THE JOINT ACCOUNT VAS
$110,301.10. THESE VALUES VERE ALSO BASED UPON THE CLOSE OF TRADE DATE,
DECEHEBER 29, 1995.
IF VE CAN BE OF FURTHER SERVICE, PLEASE FEEL FREE TO CALL.
SII!CERELY,; /fr' ct
''\. " ,/ f1
{/t- ( //7!rl.-~. 'A-
i- '---........
ART AHUNDSEN
Membersl.
FEDERAL CREDIT UNION
SHARE SAVINGS ACCOUNT: 1 2
Account Number/Suffix
Date Opened
~rincipal Balance at Date of Death
Accrued Interest to Date of Death
Name of Joint Owner, if any
CHRISTMAS ACCOUNT:
Account Number/Suffix
Date Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Name of Joint Owner, if any
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix
Date Opened
Principal Balance at Date of Death
Accrued Interest to Date of Death
Name of Joint Owner, if any
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 139186 -42
Certiticate Number N/A
Date Purchased 7-31-95
Rollover Dates, if applicable N/A
Value, including interest at Date
of, Death $10,270.87
Name of Co-Owner, if any None
Maturity Date 1-28-98
Interest Rate 6.31%
Accrued Interest to Date of Death $1. 78
Estate of ROSE GEOFFREY
Date of Death 1-1-96
Social Security No. 219-36-7814
3-1-96
Date
Ins. Claims Supervisor
Title
5275 East Trindlc Road · P.O. Box 40 . Mcchanlcsburg, Pennsylvania 17055 . (717) 697.1161
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C~r!'lT UNION
SHARE CERTIFICATE liRA
STATEMENT OF ACCOUNT
b~~i 1
HRS ROSE GEOFFREY
34 BULLOCK CR
CARLISLE. PA 17013-0000
STATEHENT SUHHARY
SUHHARY FOR SHARE CERTIFICATE ACCOUNTS .
ACCOUNT "ATURITY CURRENT YTD YTD
IIl!l1W Wi: Rll! am Rll! Wll PENAlTY
0204226-161 0023 01/18/97 7.500 492.59/ 0.00
0204226-161 0024 N/A 0.000 238. 71 ~', 0.00
0204226-161 0025 07119/97 7.200 1.210.83 v' . 0.00
D20~226-161 0026 601.28 0.00
020~226-161 0027 ~34.45 0.00
IHIERIlST m BE POStED JAIIUARY I, 1996
CIlJ[[JnCAD
IUI8IlR
02D~226-161 0023
020~226-161 0025
020~226-161 0026
020~226-161 0027
IHIERIlST
AIIlUIlt
~3.56
106.91
53.09
38.36
241.92
-
"AUNl'" DATI
12131/95
$OCtAL I[CU~ITY "0
219-36-7814
YTD feD
I6ll
0.00
0.00
0.00
0.00
0.00
'I
!
Ii
I:
CURRENT
8AlANCE
./
6,817.95 .
0.00 "
17.431.45...
8,656.12
6,25~.52
39,160.0~
" rsl'c'Rank. N.\.
." , r tur",,~h. I'A J ;\~dt,
PNClBANK
Tax Service Center
'rYO PNC Plaza 33rd flr
pittsburgh PA 15222
February 2, 1~96
Irwin McKnight & Hughes
West pomfret Professional Bl~g
60 W Pomfret St
Carlisle PA 17013
RE: Estate of Rose Geoffrey Deed
01-01-96
Certificates
.21001054590
Leon 5 Geoffrey
Established 02-09-95
000 Bal
$10,000.00 + $34.66 ace int
YTO lnt $478.90
121001054589
Rose Geoffrey
Establishp.d 02-09-95
000 Bal
$10,000.00 + $34.66 ace int
YTD Int $476.90
'21001054589
ROBe Geo1:frey
Established 02-09-95
000 Bel
$10,000.00 + $34.60 ace int
Y'l'D lnt $478.90
Checking
15080349781
Rose Geoffrey
Established 04-20-94
000 Ba1
$10,977.84 + $5.71 ace int
Y'l'D Int $159.13
Checking
.5080352032
Established 04-05-94
Leon 5 Geoffrey
Rose Geoffrey
$3,921.28 + $2.48 ace int
Y'1'D Int $103.93
000 Ba1
,Deeedent_Re;J;ort .09
/~ i (")/'l II
.' l'trt.<.-rL '--f1 ~-.-
L-.: i
TOTAL P.OOl
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ROES: GEOFFRE'(
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2/28/25
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F.!DERAL SHARE CERTIFICATE liRA
CREDIT UNION STATEMENT OF ACCOUNT
IECB
1",11I,"111"""11"1',11,,,,1,1,1,,1,11,,,"1',,1"11,,',1
HRS ROSE GEOFFREY
TRUSTEE ACCOUllT
34 BUllOCK CIR
CARLISLE, PA 17013-05BO
ITAUIoI[HT DAn
12/31/95
$OClAl. 'ICUIlITY ,.0
219-36-7814
STATEHENT SUHHARY
SUHMARY FOR SHARE CERTIFICATt ACCQUUTS
ACCOUNT ItAWRITY CURRENT YTO YTO YTO fEO CURRENT
IllIIlWI Rm R1!l !6ll R1!l u.m / PENALTY 'm BALANCE
1540066-162 0014 12/31/96 7.500 525.08 ~ 0.00 0.00 7,267.62
1540066-162 0015 01130/98 6.250 401.32 0.00 0.00 6,500.16
1540066-162 0016 01/30/97 7.500 481. 74 ~ 0.00 0.00 6,667.76 , ,
1540066-162 0017 07108/97 7.200 m .~Z ./ 0.00 0.00 10,963.76 V,
1 p __ J III III II , -.--- L- ....... u. uu .I'
1540066-162 0019 09/29/97 7.200 436.21 V 0.00 0.00 6,279.79 ...
1540066-162 0020 7.200 1,142.98 0.00 0.00 16 ,1054.68
1540066-162 0021 5.000 835.15 0.00 0.00 17,125 .20
15100066-162 0022 7.000 446.90 0.00 0.00 10,722.65
1540066-162 0023 6.750 351.38 0.00 0.00 17,609.54
99,591.16
In,,,,,,,,,r m BE POSDD JAIlUARJ 1, 1996
CER:IIFICADl
IlIIIBER
1540066-162 0014
1540066-162 0015
1540066-162 0016
1540066-162 0017
1540066-162 0019
1540066-162 0020
1540066-162 0021
1540066-162 0022
1540066-162 0023
IH1'IlRIlS'l
AIIlUNT
46.44
34.59
42.60
67.24
38.52
100.92
72.87
63.93
101.23
568.34
NAVY (j)
FEDERAL
CREDIT UNION
Statement of Account
p_ 1
-
-
From 10-01-95
Thru 12-31-95
,. ACpQUlIT ~Il\
0204226-104
aoeL'~ .SI!CUAnvPtO.
219-36-7&14
-
-
-
IBHNBBFN
1104D0204226EI0461QE005
1...111...111...,..111111.111.1.11...,.11,11.".11..1..1...111
ROSE GEOFFREY
34 BUllOCK CIR
CARLISLE PA 17013-1616
Share Savings Account -104
Joint Owner(s) - NONE
:M 1~\;:TRMl.SACT lOll: llESCRIPI1011f::=:;:<':, .:~~'</:,"/X(//!,) ::~i#::11<,;\':A"llUN
iO-Ol DECit:llltl!i BAL^HCE . I
DIVIDEND 50.5G I J
12-31 ENDING BALANCE
Ouarterly dividends of $51.04 will be posted on 1 January. '
Your account earned $50.56, with an annual percentage yield earned
of 3,80%. for the dividend period from 07-01-95 throuQh 09-30-95.
,
1995 Year to Date Federal Income Tax Information
SHARE SAVINGS DIVIDENDS 191.45 '7 FINANCE CHARGE (LOAN)
Navy Federal Credit Union now offers mortgage and equity loans In the following
states: Arkansas, Colorado, Illinois, Indiana, Kansas, Kentucky, Michigan,
Missouri, New Mexico, and Oklahoma. Call 1-800-368-3657 for more Information.
P.....MfNT .rer tl .,.n" ~TA' ....NT , 'Ion WI I .'''P' ('Iloo vo... ....., ,UTrHrNT
... VOUl.'Hf.R ItLOWI ClUCH Nd) Iu,"n ~N MoAAI.... LOAH ,-.Vtc.NT$. pl.lu:liA$11'A> ~l.$ OR AuHtDrtlllHG lltNt~Uli' ...
f'AIL 101 MAli' f[JJ[IlAl.. CUDI1 UHIDH. ".0. 10" SIDO. MERRlfl[LD. VA ::l1,..UDD
III,.llt, I In'hr.
Awtl'llrlUn, r,"' Ir. 1'1"'1
mrolnlllLJl
N40UNT PRESEKTEDj
._-~.--_._-_....
...______ --'- ~r~.--
0204226-104
;.,...,', ,....
,ROSE GEOFFREY
104 .. : S.HARE'~~URC~A~E .
'S~.ARECH~!<D~POSn .
TOTAL OF
PAVHEHTB DUE
P-AVHEHTB
OVERDUE AFTER
ItAIL TO .
HfeU
p, O. BOX 3100
I1fRRlfIELO. VA
2211~-3100
. ..TOTAL . ~HCLDSE.D . .
.TOTAL TO TRANSFER
'. .,.
0~0422blD4DOODOOOODOOODODDDDOODDODOODOODODODOODODDODDO00000
0.00
-.--.. --~~... -...
f
::a.. _____._ ______ - - -- --- - ---
,
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RECEIVED FROM:
FJ
ACN
ASSESSMENT I!'
CONTROL ~
NUMBER
i'
AMOUNT
IRWIN ROGER 8 ESQ
60 W POMFRET ST
101
.21,~b2.2o
,.
.
CARLISLE, PA 17013
'f
j~
IOC.OH'"
ESTATE INFORMATION:
!I f'LE UMBER
U 21-1996-0066
!I NAME Of DECEDENT (lAST)
Ia GEOFFREY ROSE
II DATE Of 'AYMENT
II POSTMARK l>>i E
COUNTY
SSN 219-36-7814
IfIRST) IM'I
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID .21 , '762 . 26
DO
RECEIVED BY 9/111).,.. (; ,'/;", - -I ..'/~
, ~GNinD . ,
MARY C. LE~IS'!Ij/) '-iAJ/1/(f:.,
REGISTER OF WILLS '
SEAL
LEON S GEOFFREY
C/O ROGER 8 IRWIN ESQ
CHECK" 2
REGISTER OF WillS
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R!V-1547 !X AFP (12.95*
COHHOHNEAlTH OF PENNSYLVANIA
DEPAATHENT Of REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Zl060l
HARRISBURG, PA 171Z'~06Dl
NOTICE OF INHERITAHCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
DF DEDUCTIDNS AND ASSESSHENT DF TAX
ACN 101
01-01-96
(!t.../'
DATE 07-08-96
FILE NO.
COUNTY
CUMBERLAND
HOTE. TO INSURE PRDPER CREDIT TD YOUR ACCDUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITN YOUR TAX
PAYHEHT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
ROGER B IRWIN
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ESTATE OF GEOFFREY
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal E.tata ISchadula Al (11
2. Stock. and Bond. (Schadula BI (21
3. Clos.ly Hald stock/Partnership Intara.t (Schedule C) (3)
4. Hortgag../Not.. Receivable (Schedul. DJ (41
s. C..h/Bank Deposita/Hlac. Parlonal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule fJ (6)
7. Tranlfara (Schedul. G) (7)
8. Total A..at.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expans../Ad.. Calta/Hllc. Expans.. (Schedule H) (,)
10. Dabt./Hortgaga Llabl11tla./Llan. ISch.dula II 1101
11. Total Deduction.
12. Net Value of Tax R.turn
15. Ch.rltabl./Cov.rn.~t.l Sequa.t. (Schedul. J)
14. Hat Valua of E.tata Subjact to Tax
AMount R..itt.d
,00
22.649.20
,00
.00
387,463,42
,00
132 .877,58
181
38,310.00
1.629,30
1111
1121
1131
1141
DATE
07-08-96
NOTICE
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:iscj'i.EiC"AFii.(i'2:9:!;"j-iicificEuOFuiNHEiiiiilNCE-YAX"iipjiiiiiisEHEiir;.,UI"owilNCE.ijlim_umu_.....
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROSE FILE NO. 21 96-0066 ACN 101
TAX RETURN WAS, I ) ACCEPTED AS FILED I XI CHANGED SEE ATTACHED
542,990,20
~9,939 3D
503,050.90
,00
503,050.90
If an assessment was issued previausly, lines 14, lS and/ar 16, 17 and 18 will
reflect figures that include the tatal af abh returns assessed ta date.
ASSESSMENT OF TAX:
15. ~ount of Llna 14 at Spou.al rata (151
16. Aaount of Line 14 t.~.bl. .t Lin..l/CI... A rat. (16)
17. Aaount of Llna 14 taxabla at Collataral/Cla.. 8 rata (171
18. Principal Tax Dua
NOTE:
TAX CREDITS:
PAYHENT
DATE
03-26-96
RECEIPT
HUHBER
AA112672
DISCOUNT l+ I
INTEREST (-I
1,155.91
117,748,11 X,OO.
385,302.79 x' 06.
.00 X ,15.
1181
AHOUNT PAID
21,962.26
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
23,118.17
.00
23,118.17
23,118.17
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL OUE IS LESS TNAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS. I
;'. ,.
RESERVATIONI E,.,t.. of dec~t. dying on O~ blfor. Dec.-ber 12, 1912 .. If ~y future Int.r..t In t~ ,,'at. I, 'tln.f.tted
In po.....lon or enJo~t to C1... . (colll',r,ll ~flcl.rl.. 0' the dec~t .,t.t the ..pltstlon 0' eny ..,.te for
llf. or 'or y..t., the (o..onw..lth h.r~y Ixpr...lv r...rv.. the right to ~r.I.. end ...... tten,'.r Inherltencl 'IX"
It the l.wful Cl... . (col1,',..e1) tat. on eny luch future Int.r..t.
PlIlPOSl: OF
NOTlCEI To hdfJll the ......1'......'. of SICtlon 2140 of the InherltMCI end Elbt, T8IC Act, Act 22 0' 1991. 12 P.S.
Section lUG.
PAYPEHTI Detach tM top portion of this Notlc. end ,ublilt with your p.y.....t to tM Right,,. 0' W11is p..lntld on the r.v.r.. dde.
......... cheek or ~y order Plym., ttu REOISTER OF HILLS, AGENT
AU p.~h r~.lv~ ahliU flnt be 1IPP1Iad to My Inter..' whIch ..y b, dI.M with any n..lnder eppllld to the tllC.
RfF\IlD (CAh A r.hnd of . tax cnelll, which .... not r~.t.d on thl h. Alturn, a.., ba r....tMt by cOlllJlatlnt en "application
for R.fund of Penn.ylvenla Inherlt8nC. end E.t.t. T..~ (REV.1313). Appllc.tlon. .ra .vallabla .t the Offlc.
of th8 R..I.t.r of Mill., ~ of the 23 R.venu. DI.trlct Offlc.., or by c.lllng t~ .p.cl.1 2'-hour
en.werlnt ..rvlce nueblr. for for.. ord.rlngl In Pennlylvenl. 1.800-362-2050, out.lde Penn.ylvenl. ~
wIthin 10CI1 H8rrllbur. .r.. (717) 787-8094, TDDI (717) 77Z.ZZSZ (H..rlna lep.lr.d Only).
OIJECTIDHSI Any p.rty In Int.r..t not .atl.fled wIth the .ppr.I.e.ent, ellowlnC. or dl..llowanc. of deduction., or ......-.nt
of ta. (Including dl.count or Int.r..t) .. shown on this Notlc. au.t Object within .I.ty (60) d.y. of r.c.lpt of
this Notlca byl
"wrItten prot..t to the PA D.part...,t of R.venue, Ba.rd of Appea", D.pt. 281021, Harrhburll, PA 171l8-IOU, OR
..elactlon to hava the Attar dat.r.lned .t IlUdlt of the eccount of the peraonal repra.antaU.,., OR
.-8PPI81 to the Orphans" Court.
AIlIUN
ISTAATIVE
CORRECTIONS I
Factu.1 .rror. dl.cov.rad on thl. ......eant should ba .ddr...ad In wrIting tOI PA o.part-.nt of R.venue,
Bur.au of Indlvldu.l T...., ATTNI Pa.t A........,t R.vla.. UnIt, D.pt. Z8a601, H.rrl.burg, PA 171l8-0601
Phone (717) 787.6S05. S.. page 3 of the bookl.t "In.tructlon. for Inh.rltanca T.. R.turn far a A..ldant
Decadent" (R[Y.IS01) for en a.plen.tlon of adalnl.tr.tlvely carraetabl. arror..
DISCOlIITt
If ~ tax due I. paid within thr.. (3) c.land.r .unth' .ft.r the decadent". d.ath, . flva percent es~) dl.count of
the tax paid I. IIIONad.
PENAL TVI
~ 15% tax eana.ty non-participation penalty I. coaputad on the tot. I of the t.x and Inter..t .......d, end not
p.ld before Jenuary II, 1996, the flr.t d.y .ft.r the and of the t.. eane.ty p.rlod. Thl. non-partlclp.tlon
penal ty h ...,.allbl. In th8 .... ..",.r and In the th8 .... U.. par lad e. you would appa.1 the tax and Intar..t
that hi. bun ......ed .. Indlc.ted on thh notlc..
INTEREST I
Int.r..t I. charted betlnnlng with flr.t d.y of delinquency, or nIne (,) .unth. and one el) day froa the date of
de.th, to the data of ,..,..,..t. T.... which bee... dallnquMt before Jll'lUllry I, 1982 bear In"rut .t the rat. of
.1. ('~) percant per annua calcul.ted .t . d.lly r.te of .000164. All t.... which bac... delinquent on and .ft.r
January 1, 198Z wIll be.r Int.re.t .t . r.t. which ull1 vary frOl calendar y..r to c.landar y.ar with th.t r.t.
MnDUftCad by thl PA Dep.rt.ant of R.vll'lUl. The appllCabl. Intar..t rat.. for 1982 through 1996 ar.,
!!!! Tn"r..t Rat. aally Tnt.r..t F.ctor !!!r Tnt.,...t Rat. aally Tnt.r.st Flctor
19IZ ZOX .0005U 1'87 'X .OaOl~7
1983 16% .0000' 1981-1991 IIX .Ooosal
1984 IIX .00OSOI 1992 'X .000l47
19.5 UX .00U56 1995-1994 7X .0001'2
1916 lOX .OO0ll' 1995-1996 'X .000247
"Tnt.rut I. c.lcullt.d a. follDN.1
INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. l..ued .ft.r the t.. becOll. d.llnquent will r.fl.ct an Intar..t c.lculatlon to flft-.n liS) day.
beyond ttM d.ta of the .........t. If p.YNnt II _.. .ltar the Int.r.st co~tatJon d.t. shown on thl
Motlc., ~ltlOhlI Int.r..t .u.t ~ calculat.d.
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