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Home My WebLink About96-00083 " "(\_~. ~". \ . > 'I. .:\ ,.." .., .' " . r " " ';.\ , c' " ::' ~: -,,';r" .' ,. '"-, , .~-'- -( -, ..} ,', . ,~' :.'1 '. " . ',,~ ,-'" . " .' .:........, . ", \ ~'.<~;~: :;h{ : ' , .;. t': ,,-,::- r;'~'1" ' '. ,....'. -, .i"'" ..;:.;- ':-';-~ "-,,,' '.~J~. ,. " 1',: " 'f! ~~ ; i -', " ' " , .-' ", .' -:' " ; " " , ., , . " , . .... , .4 ~ . , . , " r: ~. , .;. .l'. i.:' ! , ii' " :', -~ .' ; ,.-' "'-" '" ....' >,-' " ,., -,. >........;';--.' '" " -,-~-- ) C' ,,', .,,- " ',', ,/--:'-' 'I,'," '." ,', 'i .' .,,' ,"- ~-.,-. ::~,;~ " -,..:t,' :\.;,),:,,:.;;', t/ t '~",:x\}~{:';, ',H' c " ,:~-_~>f;:i ';'.. .,'- , , .1," ,?.:, <,' . '.~:,:~ ':.~/-:;'.{<' 2'1~1 ,,'f" _,;L '.l;-_~ '_ ','( ; . f> .-'.\ --~>~,:. ~,:'j' ..: ;~ ". ;" ,'.'- .' ,-" ,I'" " ". ;.--' <," ,-', ,..,. ;-,-> -:1 :-. ~'~ , ;', ." ...' .:' No. 21 - 96 - 83 Estate of DORIS A. McCARRON , Deceased DECREE OF PROBATE AND GRANT OF LETI'ERS AND NOW JANUARY 29. 19.12--, In consideration of the petlllon on the reverse side hereof, sallsfactory proof having been presented before me, IT IS DBCREBD that the Instrument(l) dat~ 9 October 1995 described therein be admitted to probate and filed of record as the last will o'r Doris A. McCarron Testamentary and Letterl are hereby granted to Christin McCarron - ~ ,/~ ,rij."n~ p.J'Jmfili (J"r.,' Resister 01 Wllb ' (J MARY C. LEWIS FEES Probate, Letters, Btc. ......... S Short Certlficates( 2~ . . . . . . . . .. S 270.00 60.00 Michael L. Bangs (41263) ATTORNBY (Sup. Cl. 1.0. No.) 302 South 18th Street Camo Hill. PA 17011 ADDRBSS Renunciation ................ S X-Pages JCP S 18.00 TOTAL S ~.uu JANUARY 29 1996 JSJ.e8 ................'................... (717) 730-7310 PHONB Filed ,() '..' , c, 0 , "I '., 'J u: I.:. ~ ~, "J -, 00 Mailed letters and order to attorney on 1-30-96. 1 No. 21 - 96 - 83 Estate of DORIS A. McCARRON , Deceased DECREE OF PRODA TE AND GRANT OF LETTERS AND NOW JANUARY 29. 19~,ln cOll.llderatlon of the petlllon on the reverie Ilde hereof, IltllflctOry proof hiving been prC.lented before me, IT IS DECREED thltthe Inllrument(l) dated 9 October 1995 described therein be admllted to probate and filed of record as the l8.lt will of , Doris A. McCarron Testamentary and Lelterl are hereby granted to Christ in McCarrnn FEES Probate, Lelterl, Etc. ......... S Short CertJIlCltC.l( 2~ . .. .. . .... S -/(f't/ ,if, ...~ ,..JISmBo /);d<, Resister 01 wll" ' (J MARY C. LEWIS 270.00 60.00 Michael L. Bangs (41263) AliORNEY (Sup. CI. I.D. No,) 302 South 18th Street Camo Hill. FA 17011 ADDRESS Renunciation................ S X-Pages S 18.00 JCP TO AL S :>.uu JANUARY 2~ 1996 JSJ.Ba FlIed ..........1.... .1. 1........1........ (717) 730-7310 PHONE ,(J .. " t:!. , '-~ ""1 :~~ 0, r;: I.'.. ;..""\ .u ::.\ Gu Mailed letters and order to attorney on 1-30-96. .~. ~-~.... 21 - 96 - B3 ~ 0- - \- III ..D ~ (] iT ~ e. y o -u cJ "-C ' c.. '5= () fl possessions and estate of every nature and wherever situate to those of my issue per stirpes. ITEM V. All of the interests of the beneficiaries hereunder shell not be subject to anticipation or to voluntery or involuntary alienation nor shall they be subject to any execution or attachment. ITEM VI. I appoint my daughter, CHRISTIN McCARRON, executrix of this my last will. Should my said daughter predecease me or otherwise fall to qualify or cease to serve as executrix of this my last will, I appoint my son John McCarron, executor of this my last will. ITEM VII. The words "child", "children", and "issue", as used in this will shall be interpreted and construed to Include persons who have been born to or adopted by me after the execution of this will, if any. ITEM VIII. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all 3 10 D- o- \.. ~ .Jl ~ o rr C' o >- I- ~ \J vi ~ {Jl 'j; o (I property: to compromise eny cleim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. 4 \.: (.:~ .\'( I It tl ." Ism: . .,.4. '* INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ',oaDATUO'DlAtMAma 12/31/91 CHIC1(HIRI If A IPOUIAL POVlaTT calon II CLAIMID 0 PILI HUMlla 21 96 83 COUNTY COD! nAa NUMUS ~.....'" 01 "HHSYlVAHIA D"A"MIH1 2!!,VIHUl . H..."fJU" llmln.060' . I .A Ml NIIA McCARRON, Doris A. I HUMlII I .. l!I II! II ~ I H' '\ · 3407 Logan street Camp Hill, PA 17011 CumberHmd. NTI '" 21. IIU..II "._..... Uno 19, _.... ~oo u..o 21. Thh ",hoTAX DUI. 1211 517 .333.99 A. blot....1oItNtl 011.... babo duo 011 Uno 211.. 121"1 I. blot.... total 01 Uno 21 and 21" DO Uno 211. Thh II ...."'LANCI OUI. 12111 Meb ChtcIl te, .......... WIlla. ........ .... . .. _." t. . BlSuanoANSWEllALL QUESTIONS ON aEVEaSESIDEAND TO aECME nt..., ,. ....' ..,.1'.' ,d" ,-hlt. of ~rjvfy, I doda" ,ha' I have ..amlned ,hit ,otvm. Indvdl.. accompa.yl.g och.d.l.. and .1.......1'. ..d ,. lho bo., .1 my kllOwl.d.. a.d b.IIoI, I!.'!l". --"n cnid ""'I""" I doda" ,haI .11 rool lI1al. hat boo. ropo~.d a' IN' roo,l..I ..1... Doda,allo. .1 proporo< alh" lha. ,ho ponollOl rop"..ntatIVO II "... DO a Inlomoat\oft 01 whidl ro' hat an knowltd.. _.~~ 1"' ~& 205-20-1354 12/7 /95 .. ~~ WOUU'1 MAl" J.All.t." AND MlClClll HT\AlI o ,. I_"'dor lotvm (lot dat.. 01 .Math priof to 12. I 3-821 05. .ocIoral Estft TaxI"""' Roqv1<td ~I. Tatal Number 01 Safe Depoth lox.. o I. Original Rotvm o A. UtnItod EstoIt o 6. ~ DItd T..- (Anadt copy of Will) coaUSP,ONDENCI'AND .;..i"." :,' ,. s 302 sout~18th street Camp Hill" PA 17011 ('IIS114.000 00 (215146.186,00 1'1 IAI 151 nn c ;"7' ~o :0 =1- -' :Om ~n 0.. ,-. e:: = N t.11 ~:: ! - . ~.:tel ~:lln , Q';~ 'iR -~ ..:. .J ~:: 1.11 1111 511.296.76 112\ 5288.899.82 11'1 I' $288,899.82 ! i- S g I. I.... !stotllScMdvle "I 2. Stocb and Bond. ISchodvIo II ,. CIoMIy Hold 5tad<1l'a--"lp 1_15clIochM q '. A. Mo<1gagM and N_ a-Ivable 15clIochM DI 5. Ccnh. Io.k l)opotltt & MltCllIanoov. p.......1 proporty . 15cMdvle E1 6. JoloIIy ()wMd Propot1'f 15<Md.... f\ 7. Translon l5<Mdvle GIIScMdvlell e. TataI Oross ""'" (1atoI U- 1.7) 9. '-' !1lPIftM:'. AdmllllA..lI.. Caoh. MItCII1a- ( 9\ 511. 296 . 76 !.,..... IScMd.le HI 10. Dobh, MaI1gagO Uabll1tlM. 110M (SchodvIo II II. Tatall)odvdloM IIatoI u- 9 & 101 12. N" YaIvo 01 !_ (\.1M e ....... Uno I II 13. o.arttablo and o.....,.......11oqvoth (SchoduIe J) IA. Nil YaIvo $vb 10 T"" 12...... Uno 13 15. spol!lDl T""","" (lor dotot cI ..,., aItot 6-3l).C/'1 500 11lIIfVd\oo' Ioi AaoIIaoble rOo _..I.g. 011 RftIfN 5k1o. Ilndvclo """'" Ir'oot 5cMdvIo It or SchodvIo M.I 16. ~ oIUM IA toxablo at ",. rail Ilndvdo "",-from SchodvIo It or $d.odvIo Mol 17. ~ 01 Uno IA toxabIo at 15" rail ~ndvcIo ""I... from 5<Md.le It or SchoduIe Mol Ie. prltldpol tax d",lAdcI toxfrom U- 15. 16 and 17.\ 19. Cttdlh 5pavtal P-'Y Cnd1t PrIor Paytlllfth 5l).00 + 50.130 - + 20. II Uno 19 10._"'" UM II. _.... ~ ooUM 20. 11tl.I..... OYIRPAYM!NT. II O,.:m'llil,,~,_,.,l,.,"~,,'l""'IIi".'.'."""r.l""""......,..,,,.....,... 119\ 1201 161 171 $4.328.58 $35,682.00 1101 JC._- 1151 1161 5288.899.82 11.06 . $17,333.99 (17) 11.15 . 1111 I"""" Dlscavot '.......... ,. SIlt "''' 0...... - ....._It~ -....... ""'rtl'It.ltIfIIIfIl. FDlAs,edIIF1oofHlII"AIII rDlArDnt C ..,0... . c.-...b C....rtIII.....,.. .........lftCfIIId'IlftIllI..IIIdII..N.NNfIl.. ,II" II.... nll"'" 1.,.1 flOftCOIlI.rmhl' 1011I",.1111, lie)' UNIFORM RESIDENTIAL APPRAISAL REPORT It ~ ..... -.... -- -- - lI-nl .- ...... ..... .... tNltlll - ......, ""'- "....._t ecCUJIM, ...., ,...~ -1>\11 - ..,<<be.... the r....c......U.. ., u..........hMd....w1 .",..... .KI..... ___......,....,........ mE SUBJECf ~lWl!2I!flOOO 8OUIfD~RIES OOHSI .- o..,rn - -... -.. Pn)Kt ~tIM two P\.DI (If IffIICaMel- -I,.. ~f/WI'" II'l contnIf of...... OMIt,.' Auodllloll (lOA)? m . ~..... .........." Ill" Mftct ,roItcl Approllm.. lDIaI runbtr 01 lftl,Iof..1t In ....IIlIte! ,rated - ....... 'Jell!; SO.FT. 1fIdIc... elI.1Ra1oll 1M "Ie""'" - C ,..._ [iJutoI 119'__..1 . ........ - Dol - -- OlIo. Of""..,.. .._._.t, T)'PI II'"' ~ """".., COIfCRETt _ COIfCRETt Slrttt...... YES .- DOCRAl_11Ul'lI ~DDClIPT'" FClN)A ,g ....1IolJfT ...."'" r_... Slo' , Ar..Stn ....- [............ .....- , I"".... ~l1lolIAlI ""'....... 81tt",,,1I 1001 Ctll10t ......~I ~f11 DwrMttI -..... W'" bl._ -'''' 0."""'11 "'" .,.('/.., SIomIIk_ ..- QIoWo "*' AU[HlII" n,.,..ct(I)'_ hlo 14 I 14' 00<, "rd122 X 5' reMJ REAR YA"Q .... L....ct.... [iJ ......, 0..., 011I "octll ,. S 110 :"::.-~ .,.... Q!gl!. W...~ ""'- -- - . ., . CAASTORAQ[; _0 OIn,. ',lun ...- DIlleN' ...... Ct.... AMlnllII"CIftdII""",,'IIdIftI""""IC) BENtED CEILIH<i I" LIVIHC AJfD DINIHC ROOfoLS. twO fALSE fiREPLACES. c::.a..... ~.....4...1J _ .... *tfKtI"" (Jflrtlctl............ '."fNII. ",.111 fII..... ...11..,.1 t.",lrvclltll. """"11111"'11I1""'. .It ...HA IIIIDED lItE BASEKEtfT lItRU lItU.J.02ILJ)MII!.JJrIC~L_E2R..~jlLl1flU8E"j)VU'!tlll!Oll..W8IEB- y JUllM~E COIf1)ITIQlLfQ/UJ~..A~UHll HAS Bt(lLn\.L " ~I AM,....,.,....... ~..... C..dl II. .wt lilt """". tI, ....,.... ...".. 1..lt ....bM... .Ie I ,,,,,"l III 11'II l""tIYt",,"lt. tit tht .llt." III IN ......" wtdN"" 11'II ...,.d ,,.,.rIJ: HOffE OBSE8! ......f_".... ...-.............__......,...,___'.~ .-...,--.... lIY.lJOlIll+ ...... '* (OM~~l'4amANlA . SCHEDULE B STOCKS AND BONDS Doris McCarron, alkla Doris A. McCarron 21.96.83 ITEM HUM.EIt 'CAlI...,.", 1elR....--- wItIIlllIM ..Sul.I......... - IN 111,,1111." ........ '.) VALUE AT DATI Of DEATH 1. 2. 3. 4. 6. , 6. 7. 8. Bell Atlantic Potomoc Electric Bell South American Electric PP&L 4.40 Pf PP&L 4.6 Pf PP&L Ohio Edison DESCltlmOH 102 shares x 64 1/4 249 shares x 26 1/8 18 shares x 40 7/8 606 shares x 38 2700 shares x 24 3/4 60 shares x 62 1 82 sharas x 62 1425 shares x 22 6/8 6,664.00 6,266.00 736.00 19,190.00 66,826.00 3,100.00 11,284.00 32,241.00 '. S 146,186.00 TOTAL 110 _ 01111.. 2. It_ ulat/oft fIf __ _ II .-dad. "." .dJ/llono/ "'"" 01...... ....., I ~, .. '-~i-f !~ r 35 N. QUEEN ST. YORK,PA 17403 717/843-9399 FAX: 717/843-7172 I CDpi.t4i!PrrserrJGtUm I ~".6asuJ rrwutmmt ~mrmt ,,' :"', .' ., ....~ " April9,1996 . , . Mlrh...l L. Bangs 302 S. 18th SL CampHill,PA 17011 Dear MIke: Here is the Information you requested conccmlng the price and value or the stock ccrtifical~S ror Doris A. McCarron as or the close or bIIRin~.as, ~m1vo.f7,199S. ahares lZl/I9S WIlu Bell A1lantlc 102 64 114 $6554 Potomac BIcc1ric 249 25 1/8 6256 Bell South 18 407/8 736 American B1cctric 505 38 19,190 PP&L 2700 24 3/4 66.825 4.40 PC PPL 50 62 3100 4.5OPCPPL 182 62 11,284 Ohio Bdlonn" :.;. 1425 22 5/8 32,241 1014l : f",It ,,(. . :,' '.\ ,\' $146,186 .." I .(.,", .t, ,J'-. . Tbo values or Chri4tin' s certificstes are as rollows: shareI lZl/I9S WWu Rite Aid 200 30 114 $6050 Unlsys 100 6 600 EcboBay Mines 200 103/4 2150 Hcrsboy ~ 100 64 5/8 6463 c , , Mit.cl CoIp-.: . 1200 65/8 7950 Ohio JVIlonn' 100 22 5/8 2263 Bell South . 300 40 7/8 12,263 .. viD IC'''''V"' McuiIlHiah YIdd 944 9.52 8987 United DUllmlnAtll\g 100 37 1/2 3750 1014l ' $50,476 " , 'Tbo values or 10hn' s ccrtificaICS are as rollows: United WllmlnAtll\g 155 37 1/2 ' $5813 Potomad BJectric 1600 25 1/8 Is.o7S 1014l ,', $20,888 . ...... P. P.aIl '*' ~irpm' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY IAI ~ .....d~ ITEM HUMBER ... ..... ...1JPt .. ... .1._", _ ... AcIooo4 .. ........... PI DESCRIPTION VAWI AT DAn Of DEATH 1 2 3 First Federal; Money Market Savings First Federal; Checking Account Mlscellimepus household goods 366.93 3,462.66 600.00 '. TOTAL Also .n'.r on Une 5. Reca Itvlotlon S 4 . 328 . 58 ~.I"'llnlllt'. JC 1'....................-..) f I. <i. . . Fcbruuy 6, 1996 Cbristioc McCanoa 3407 Loam St Camp Hl1I, PA 17011 RE: ESTATE OF DORIS A MCCARRON SOCIAL SECURITY NUMBER: 205-20-1354 DATE OF DEATH: Dec-....f 7,1995 ACCOUNT NUMBER: 0206062963 2222006528 TIPB OF ACCOUNT: Moocy Mkt Svgs C......!ting OPENING DATE: . 12/17/82 01112181 ACCOUNT TITLE: Individual Individual PRINCIPAL BALANCB AT DATE OF DBA1li: $365.75 $3,462.65 ACCRUED INTEREST TO DATE OF DBA1li: $.18 N\A TOTAL BALANCB AT DATE OF DBA1li: $365.93 $3,462.65 INTEREST 111/95 TO DATE OF DBA1H: .$8.45 N\A '. , If you should have any further questions or need additioaa1 infOrmatiOll please do not hesitate to c:ootact me. Sinccrcly, ~~.. Assistant Manager ~ClIII Ccotcr . 234 NORTH SECOND STREET. P.O. BOX 1111 . HARRISBURG, PA 17108 '(717) 232-6661 IHIIII) . . _atllWll . CICllIolIONWIAI 01_'- __WlIlTlllN U__NT SCHEDULE F JOINTLY-OWNED PROPERTY aTAD Of ...... ......e.I. NAMI ADDIISS A. Chrlstin McCarron 3407 Logan Straat Camp. Hili, PA 17011'. . L Jbhn McCarron 553 Summercraft Drive.... Exton, PA 19341 c, . . .' . , : Jll .....41;1:I.... ....J" 1" fill HUMIII IILAnOHSHIP TO DICIDIHI' . .' Daughter . Son ! .' 111M LmII DAD TOTAL VALUI DICD'S DOLLAI VALUI 0' POI DUCIII'TIOH 0' PIOPIITY H JOIHI' MADI o,,usn .. IHI'. DICIDINT'S INTIIIST TINAH1' JOIHI' 1. A 1977 Various stocks IIstad 50,476.00 50% ~5,238.00 on attachmant B 1977 Various stocks listed 20.888.00 50% 10,444.00 on attachment . .' I ., , . . . , TOTAL lAIoo _ 011 IN 6. IomplIulatIoftJ S:l5,682.00 (II_.-"...Md"." 'If;"-,ol."..,. oI_..J 35 N. QUEEN ST. YORK, PA 17403 717/843-9399 F}\X:717/843-7172 I Asset Jffl<<4tion I Capita! Preservation I 1"u.6asuf Investment M/JtUZBement April 9, 1996 Michael L. Bangs 302 S. 18th SL Camp Hill, PA 17011 Dear Mike: Here is the information you requested concerning the price and value of the slock certificates for Doris A. McCarron as of the close of business, December7,1995. shares 12/1/95 lIalu, Bell Atlantic 102 64 1/4 $6554 Potomac Electric 249 25 1/8 6256 Bell South 18 40 7/8 736 American Electric 505 38 19,190 PP&L 2700 24 3/4 66,825 4.40 PC PPL 50 62 3100 4.50 PC PPL 182 62 11,284 Ohio Edison .' 1425 22 5/8 32,241 Toflll 1;: $146,186 Tbe values of Christin's certificates are as follows: shares 12n195 ~alu, Rite Aid 200 30 1/4 $6050 Unisys 100 6 600 EchoBay Mines 200 103/4 2150 Hershey ~oods 100 64 5/8 6463 Mitel Corp' 1200 65/8 7950 Ohio Edison' 100 22 5/8 2263 Bell South 300 40 7/8 12,263 vlin Kampen Mrnitt High Y"JeId 944 9.52 8987 United nnuminating 100 37 1/2 3750 Toflll $50,476 Tbe values of John's certificates are as follows: United illuminating 155 37 1/2 $5813 Polomac Electric 600 25 1/8 15,Q75 Toflll $20,888 . I I . ...Ullll.'.... . ~AllMOf"....IY\- "HURANCI tAl I""," IUtolM1 D1ao'H' SCHEDULE H .UNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES AMOUNT \TIM NUMIIR A. ""..,.. ..., In.... DISCRlmON 880.00 1. Cremation Society , . , " .. ~V'lr. h_IM CecftI 1. .....00101 ~_d~'''' CommIaclonl - - SocIal SIoIrilY N__ crI v.nonaI ~'III .... CI -17"'0111 paid 2- /IJtOrfrIIf r- Michael L. Bangs, Esquire 6,000.00 3. FomIIy bImplloII CJoIMnI Christin McCarronR8\atIonshlp DAuohtllr 3,60.0.00 . MdreaI cI a . 1"" at diu Q\eoII'I '!fat7 Logan Street ~MdreaI C6,"P \lill FA 11011 : CIty Stall ZIp Cor .&. Ptobate r- Register of Wills 595.75 . . C. MIa .1. l""1uJ lr'U! 1. Woof Apprallal' (real estate epprelsal) 260.00 Baker Money Management Services 126.00 2. Aprla Healthcare , 71.74 3. Cardiovascular Surgical Institute 166.94 WeSt Shore Pathology 24.44 .&. . Wast Shore Anesthesia Associates 66.46 Ann Markley, Tax Collector 631.93 5. Internists of Central PA, Ltd. 95.50 6,. RagiDtar of Willi (Inheritance tex return) 15.00 Register of Wills (Inventory) 10.00 . -.. - . 7. e. TOTAL (A11O IltIIr on UIlI 9, ~pllulatlon) S 11, 29 6 . 7 6 (If __ ..- It ...dad, ....... ockIltIInaI.... of ..- ...) .. . " I I ~ ~ cr ... \. III ...D ~ '0 iT' c e ~ 1.J d "--t::: ~ " 'J: o f) . possessions and estete of every nature and wherevar situate to those of my Issua par stirpes. ITEM V. All of the interests of the beneficiaries hereunder shell not be subject to anticipation or to voluntery or Involuntery ellenetlon nor shall they be subject to any execution or attachment. ITEM VI. I appoint my daughter, CHRISTIN McCARRON, executrix of this my last will. Should my said daughter predecease me or otherwise fell to qualify or cease to serve as executrix of this my last will, I appoint my son John McCarron, executor of this my lest will. ITEM VII. The words "child", "children", and "Issue", as used in this will shall be Interpreted end construed to Include persons who have been born to or adopted by me after the execution of this will, if any. ITEM VIII. In eddltlon to tha othar powers end authorities granted to my , . personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court epproval and until actual distribution of all 3 .. :~ . . . .. ,,',.11 , .' . The preceding Instrument, consisting of this end five other typewritten paglll, eech Identified by the signature of the testatrix was on the date thereof signed, published, and declared by DORIS McCARRON, the testatrix therein named, as and for her last wlIIJ In the presence of us, who at her request, in her presence, end In the prlllence or eech other, have subscribed our nemes 8S witnesses hereto. ~fLp (J~t-./>JLI1~ 6 .' . 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Invontory 01 tho roal and personal ostata 01 deceased DORIS M"CAI\"'Ofll, alkla UUHI~ A. MC(;AHR9N Reel Estate located at 3407 Logan Street, Camp Hill, PA Bell Atlantic stock; 102 shares x 64 1/4 ' Potomac E,lectric stock; 249 shares x 25 1/8 Bell South stock; 18 shares x 40 7/8 American Electric stock; 505 shares x 38 PP&L .stock; 2700 shares x 24 3/4 4.40 Pf PP&L stock; 50 shares x 62 4.50 Pf PP&L stock; 182 shares x 62 Ohio Edison stock; 1425 shares x 22 5/8 First Federal; Money Market Savings First Federal; Checking account Miscellaneous household goods 14,000 0 6,554 00 , 6,256 00 736 00 19,19000 66,825 00 3,100 00 11,284 0 32,241 0 365 93 3,462 65 500 00 ., TOTAL: 64,514 8 00 :0 c: ij;' ~ 3 :On, ~. ", n (" [., ~ ,', - : " c. N ,. VI C -' - .' ?l :>. ;. , ,p (' 0 in ~L;. ;;, Q. - VI i r i i COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } I ) occordln9 to low, dopo.o. o,ld .oys thot silo is the Executrix of the Estot. of Doris A. McCarron lot. of the B<?~~._~L Camp_Bill . Cumb.rlond County, P.., d.c....d .nd thot the withIn I. .n Inv.ntory m.d. by her , the ..Id Execu trix of the .ntlre .st.t. of "Id d.c.d.nt, consl.tlng of .11 th. p.r.onll pro"..ty Ind rul .stot., .xc.pt rul .stot. ouhld. th. Commonwulth of Plnn.ylv.nlo, and th.t th. f19ur.. opposlt. uch Itlm of th. Inv.ntory rlpr...nt It'. fllr v.lu. II of the dlt. of dlc.dlnt'. duth. u: Christ in McCarron b.ln9 duly sworn /" . ~~ u.;..:., -A 1-1' ~L",-, . !I'....., . UM,..h".'., CBRISTIN McCARRON 3407 Logan Street .nd .ub.crlb.d before m., 'Cf0-u.... 199 b i1J. L"r--' NOTAIlAl & W!HD'l' S. CH!S!lIlO. Nolaty PIIbHc law., AlIo. Twp.. CumbotlGnd Co.. PA ,., eo......... &pires M4y 10. 1999 Camp Bill. PA 17011 ,0.44.... D.t. of Duth 7 D.y December M..th 1995 Y.., rNSTlUCTlONS I. An Inv.ntory must b. fll.d wIthIn thr.. month. .ft.r .ppolntm.nt of p.non.1 repre..ntotlv.. 2. A .uppl.m.nt Inv.ntory must b. flI.d withIn thIrty d.ys of discovery of .ddltlon.1 lI.th. 3. Addltlon.1 .h.... mlY b. .tt.ch.d II to p.r.on.1ty or r..lty 4. S.. Artlcl.IV, Rduclurll Act of 1949. !, . I I ( I I lJl co 01 lt1 c:: . 10 ... III III :- .-< ,: lt1 . e ...l 0 ... = '" .-i< N <ll 10 . . .... .c: u .... :t ." oM . 0 Ii: 0 .. --- .~-.- -,.,>--.--.- ,"'- . , . . ! c -1~~~~tFtt .E , . .:;:i~:.~~^ ,J:i."'it~"",,:., ':,',,' ,;', _.~ >'i','\'" ,<", t~,;\~:~:':{ti;}t:'{;i'~~:;';' \":~.' s > :,:~ _, ,;, ;,,:: ,;,' '<,1': T,{;~~:~~f "~..;:::;;!,,,<:,..~:':~.!t";'C':,Li.'.\,~.,,^;., ":' """;',; ',." '.' , ;-':l,;, ~,:,} . '. --,..;: h' -.' , ~-::'~:----:--'".:.::c'";..~, , . {...!......t,,'-<,"\..;i:\..h~f'4 .),~ ,?\ ,.~. 7'..^):. "'..,I, s.(~I;'V,,~1~ 7 :A~f ~:.t:'.Y1~ rp; 'fi. :1J;..~l1l,\:~, "-ft< """",..',,<<')~;",i4 ~r ,..~{i.~; .\ ~:~?, e.,..!>i?t'o/.t~;~ ""~,!'::':i\-'RANJjAI:.I:t;;HARTMAN PC'~! ::f;i~4.~.i\;; <'t:' 0:,;),;&"" . -,If'>;".... "" '.I "'. ~ I' ;; ,8. fr' .. '-',,,,~. u.''''',C.e<-A'\'\(j'' d . '\ t.", V"'.".:. ,"'~ .~~>oi".~ -;ttf:"'.1.iJ;it' mcy,O J;,GWl-r .)}-:>;,,:1', > ~ J.<." _ _ , .. . ,..{ , 438 Maml Sliect. LeiriO)'IIc;Pk 17043',' ,~ . '1",1', . "'''~(1 17)761-...'^'.~. .;:i\~....~ .n,.\' ' ,. ':l'::V<i,',;;",tft:'{.'.. _ ~~_;,.,,...*:..'.,l>,,:,,,,<;,~,;,;;~,~~~. ,:,i':~~:'i~,l'0S~:,fj/, ;~~\S;i~ ~;. {:~~:~JX:;i;:::~,,:: ~': L;t("i;:'~ , , " 4 '~ -t . ,.,. . ,1 - . : '<-, . ,- ."...... I ~ ' ..\ . " '. r ~ 1'41 . .... ~, ". lO -' . ., ) .. . . I ... . r .' 01 i'; f ',.\- .... . ~ . t. ./0, . '. " .,' ..., '. .-- "--'..-'-.. . - -.~ --. .:..,--'....----. - i i . I I ; i .1 , . I f' ,. .~, ~. ",' \. .. 'Z" > '. . ., IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHAN'S COURT DIVISION No. 2196-0083 ESTATE OF DORIS McCARRON PRELIMINARY DECREE AND NOW, this J 2.t ~ay of ~ 1996, upon consideration of the annexed Petition and for cause shown, a Citation is issued directed to Christin McCarron, John McCarron and Peter McCarron, to show cause, ifany there may be, why the appeal from the register of Wills should not be sustained, and why the Register's Decree dated January 29, 1996, admiuing the Decedent's Will dated October 9, 1995 to probate should not be set aside. BY THE COURT: It'I ~.:c '- r-. 0 ~; ~('- co ; " cr. ) . , , M - "_1 .- f2l "" (, . ";'11 - U .' if- . - wa: ;:: a: ..2:::) UU IN THE COURT OF COr-WON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196-0083 ESTATE OF DORIS McCARRON PETITION FOR CITATION TO SHOW CAUSE WHY AN APPEAL FROM THE REGISTER OF WILLS SHOULD NOT BE SUSTAINED TO THE HONORABLE, THE JUDGES OF SAID DIVISION: Kathy McCarron Kupp and Dorothea Jill McCarron, by and through their attorney, Randall L. Hartman, Esquire, appeal from the Decree dated January 29, 1996, of the Register of Wills admitting Decedent's Will dated October 9, 1995 to probate, and in opposition thereof respectfully represent: I. Doris McCarron (the "Decedent") died December 7, 1995, a resident of Cumberland County, Pennsylvania. 2. The Decedent was survived by her three daughters Kathy McCarron Kupp (Petitioner herein), Dorothea Jill McCarron (Petitioner herein) and Christin McCarron, and two sons, John McCarron and Peter A. McCarron. 3. The Decedent's Will dated October 9, 1995 was probated by the Register of Wills of Cumberland County on January 29, 1996, as Will No. 2196-0083 and Lellers Testamentary are to be granted to Christin McCarron (the "Respondent"). True and correct copies of the Will dated October 9, 1995 and the Probate Decree dated January 29, 1996, are allached as Exhibit"A". -,<..;' ., JURISDICTION 4. This Court has jurisdiction over this appeal pursuant to Section 908(a) of the Probate, Estates and Fiduciaries Code, 20 Pa.C.S.A. ~908(a). BACKGROUND 5. The Decedent was a widow whose daughter, Christin McCarron, lived with her at 3407 Logan Street, Camp Hill, P A 17011. 6. Upon information and belief, from as early as June of 1994, Decedent was under medical care and was increasingly reliant upon Respondent for making decisions regarding Decedent's medical and personal affairs. 7. In July of 1994, Decedent underwent surgery for removal of cancerous growth from her colon. All indications were that the cancer had spread throughout Decedent's body and was inoperable. 8. In September of 1995 Decedent was hospitalized for conditions related to her cancer. While hospitalized and under the care of her physician Decedent removed all monitoring devices and left the hospital believing that the night shift nurses were trying to kill her. Decedent indicated that she was seeing and talking to whales. During the period from September of 1995 until Decedent's death on December 7, 1995, Decedent was given Morphine and other severe pain killing drugs to abate the effects of De cedent's condition. 9. During the time period beginning in September of 1995, Decedent frequently failed to recognize family members and would often hallucinate. 2 10. By reason of the foregoing, Decedent had a weakened mental intellect. II. Upon information and belief, from at least September of 1995, until the Decedent's death, Respondent controlled the Decedent's financial and personal affairs and excluded other family members, including Petitioner's, from all financial and personal decisions. It is further believed that Respondent was an "attorney-in-fact" of the Decedent granted by Decedent through a power of attorney. 12. By reason of the foregoing, Respondent was in a confidential relationship with the Decedent. 13. The October 1995 Will gives a substantially greater benefit to the Respondent than to her siblings, despite Decedent's stated intent that her children receive equal shares. UNDUE INFLUENCE 14. Petitioner incorporates Paragraphs] through 13 of her Petition as though set forth at length. IS. The execution of the October 1995 Will was obtained by undue influence exerted over the Decedent by Respondent. LACK OF TESTAMENTARY CAPACITY 16. Petitioners incorporate Paragraphs I through ] 5 of there Pelition as though set forth at length. 17. At the time of the execution of the 1995 Will, the Decedent was of unsound mind and lacked testamentary capacity. 3 ~ cr - \, ~ ~ ~ '0 iT c e. >- o -u cJ l.I .~ o A . possessions and estate of every nature and wherever situate to those of my issue per stirpes. ITEM V. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM VI. I appoint my daughter, CHRISTIN McCARRON, executrix of this my last will. Should my said daughter predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my son John McCarron, executor of this my last will. ITEM VII. The words "child", "children", and "issue", as used in this will shall be interpreted and construed to Include persons who have been born to or adopted by me after the axecution of this will, if any. ITEM VIII. In eddition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by tha other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all 3 '.'0 .- COMMONWEALTH OF PENNSYLVANIA ) ( 55.: COUNTY OF CUMBERLAND ) The undersigned, being the testatrix whose name is signed to the attached or foregoing Instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executad the foregoing instrument as my last will, that I signed it willingly; and that I signed It as my free and voluntary act for the purposes therein expressed. ~oY:~S' ti\ Co C:o(",\"nn 1m . cCA RON . Sworn or affirmed to and acknowledged be~e, ~e by th1'\eAtrtrix named above thl~, day o\Ultl, , 1995. HOTAU'l 5E,\\ J WftoOO" S, C:PoES~~(I. ~:'^cr/ F'.~I:: ~__ u'lI Eo" C"~'~"t~,:.d en., p.'. IIo,.UoInp noof I.f ....... ....." Comr.,i:Il," (ai,tt.,. I.,':tf 1". 1';~ rn, ____--- COMMONWEALTH OF PENNSYLVANIA ) ( 55.: ) COUNTY OF CUMBERLAND WE, 1.".. I L I.- , and names are slgne to t e ttac ed or oregolng Instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind, and under no const."aint or undue influence. L (j~6-v L(~ HOTA . l Sf.\l WENO" s. C:Pozsn(l. N"cr/ Pl.t;.r.: Camp K:: tOo!:, c...~.'~.:t~~~d Co.. ~.\ My Comrl\iu!,... u;.I~1 :":'i' la, It''9 ._--~ IN REI DORIS MCCARRON I I I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION . . I I I NO. 21-96-83 CITATION WE COMMAND, you that laying aside all business and excuses whatsoever, you be and appear in your proper person before the Honorable JUdges of the Common Pleas Court Orphans' Court Division at a session of the said Cour.t there to be held, for the County of Cumberland to show cause why if any there may be, why the appeal from the register of Wills should not be sustained, and why the Register's Decree dated January 29,1996, admitting the Decedent's will dated October 9, 1995, to pr.obate should not be set aside. witness my hand and official seal of office at carlisle, Pennsylvania this 13th day of August, 1996. \ .Lewis Clerk of Orphans' court Cumberland County Carlisle,Pa. ..v-. ..... -..' .....-.. . - . . ._----..u---~----- -----------------. ------.------- ,.,,__~~-"'t'^".-,"'.- ",,,._,H'>, ,1, l"' -',f - ,"'"'',-V~''''--''' "'!'4>#"t1~ 1 1.""\';>''''''''-' -t';::\\f,r" 'l,.,~.-:.,J]fI -.<~/' '\.', ~"~i"'''I'---.l:'';'' ~...: .YANI&:,';;fc-'\,'-l\",l ':'1'~' _l\,i'~::ff'y: "::;j ,'" ~ ~4. ' ... ,-...,0 .;..,,~jf~~~~"i "''ii'C"'''''~'t". ~ -,;:";n: '", ( . ~"_?"..l\'\~t\,\,l\l~\' ~-J},',J..,.".~,,,,~ ,t 1'{ ~r,~l>tq.., . :"J..,u~-' ,,' ,<l_'",. ~.. . ,'" ~.<:i :t;~. " '- 1\~~'~li';"~'''W'' ~.,L' tl;(;:-lJ.~.h'1>"i')"{'"'\"'-::1)~f'(l"''"''''~:'I};;4,\ . ~lt~l""~,CI~~IST~~;,~':':~l;l:fO~'.("/c\I- & ACN ASSESSMENT r:t CONTROL ia NUMBER ,', , AMOUNT RECEIVED FROM. " 101 .17,333.qq MICHAEL L BANGS ESQUIRE I , " i \ i. 'OlD Hft". I \ \ \ , , l 302 SOUTH 18TH CAMP HILL, PA STREET 17011 1 SSN eO~-20-13~4 (fiRST) (Mil . m .17.333.qq CW " ,I ii l' .. ,'li \1, 'f~ TOTAL AMOUNT PAID REMARKS ('., RECEIVED BY /1;" -".l ) /i./ MARV C. LEWIS.."'F/, ,;'.1;11/-. \ REGISTER OF WILL~ i' , 1 , .--'- -.-,----.-.--. -.-.--:-,--~-..~ SEAL CHRISTIN MCCARRON C/O MICHAEL ~ BANGS CHECK" 112 ESQUIRE REGISTER OF WILLS ----------------. " ~ ." -- -.." ' . --- .--... ..-. ._-- ..-_.. , " ..,. .... " I -, ..: ~ ~_. \, ' .1 , .. --:.'_-~~.J', r . .,.,..~ -~ -....~ ~- - ,. \; 1. CD '- 'S CT '" w... . CD.... cn~.- (!)...O Zen" <{'S.... lXllXl<{ -.i"-a. ...J'S W:J:: <{O:I: :I:enc. uC'lE ",,0 III ..:;MU CD '" ,_ :J ~ 0 _:I: Ot:: S :J Q) ... 0 '- ",U III ,- :J ~i?:CTM a:Cen.... :JCDO .nO",,, '~~ 5.... CDu-,=<{ ...J16t::a. . - :J U;OCD" ;>...0 u- '-ECDJg co ::J C "- :iEuo0 >.l::;~ :' . '.., , 4> " , ( , , " "J . ,. f " . ' " . J ". ",,' ~ .. .f .. ~.---~- -"'-'--'- ", ". ''::;': '" ". . ',--' -'~. .... . ~ ! .._...~ -' . e ,', " .~. .s. . ,. .. .\ . . : ~~'. . . /' ',,,,l- . . , { ..', . ,..\. . . '. j r ~ ",.1 .:. ....~, " ,. ot' \ - . t". .. r" ..\ " ,!.,j i\-' , > ,. '(). .1 ." , ,. -'f" " . ,':, .. ..;. , ,.l)' .~ , f' , . , i' ., ~ .. : . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196-0083 PROOF OF SERVICE ()(] :II . ~, :tJm '-. '" r:> - ~ c:l e- N ();" VJ 9 . ;!3 .' -. "1'1'" \ .... b: ~." .- Cl ESTATE OF DORIS McCARRON I hereby certifY that the individuals below were served by United States mail, first-class, certified mail, with a true and exact copy of the Petition For Citation To Show Cause Why An Appeal From The Register Of Wills Should Not Be Sustained, sender's receipts attached. Christin McCarron, Daughter, Respondent, 3407 Logan Street, Camp Hill, P A 17011 John McCarron, Son, Beneficiary, 553 Summercroft Drive, Exton, PA 19341 Date ~. 2..'L1lQ.%. Respectfully submitted, RANDALL L. HARTMAN, PC By~' OJ.J...~" Randall L, Hartman, Esq. ID # 68732 Attorney for Petitioners 438 Market Street P.O. Box 33 Lemoyne, PA 17043 717/761-8490 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 0083 of 1996 ESTATE OF DORIS McCARRON .... t I .~ : & 1. . .~.~t_ot21or__. '~'_3.'" ond~b. IPfH)'O'I' nwnelM addrMI on IhI NvtrH of INt form 10 that WI can rIIl:wn ltia _10_ 'AIIICh.. form 10 tho Ironl 01 tho ~. oton tho bode H _ _ not .e:::.-_~~onthomdploco_tholltldo_. -The ReI,," RIc>>lplMlIhow to whom the IItkH wu dIhwad nI the eW. -. 3. Ar1IcI. AddteaIId 10: Christen McCarron 3407 Logan Street Camp HHI, PA 17011 5. Received By: (Prinl Nsme) I 1110 wish 10 recelvelhe following s.lVIce. (lor en .xtns III): 1. CJ Addr....... Addr... ~ 2. CJ Restl1cted Delivery j ConJutt postmut.r for ,". t 48. AJ1Jcl. Number .! P 311120109 . 4b. S.1VIce Type J o Reglslsred CAM/o> IlIl Certlft';'l !II o Expre.. Insured .Ii!! o RItIon ~ COO 7.0.,sol I ~ ~ .l! I led J i .~. ~ 1 ww1Iot2 for IddItionII lIMen. -; -Complet. HImI3..... an:I4b. I 'PrW)'OW nImIlftd add,.., on 1hI......,.. of ttn bin 10""1 WI can ,IILm 1hI1 -Io\'Oll. IAllactllhfl10nn to thllrorI of Iht rnlSp6Ice, Of on the bIc* H IP&CI don noI I .=R....,R-",~onlho....pIoco_tholltldo_. f:i -The RII"'" RlOIlplMlIhow 10 whom 1hI1ItId. WI' dIhw8d Ind the ct.I. & doI....od. '..3'~d~~~~~I~:~~gft Drive Exton, PA 19341 j J Kl Certlfted ! o Insured ! o COD .l! I "~.ted J I e. JI X PS Fonn3811, Osc.mber 1994 Domestic Return Race pI .-~ , , " IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION No. 2196-0083 ESTATE OF DORIS McCARRON ANSWER TO PETITION FOR CITATION TO SHOW CAUSE WHY AN APPEAL FROM THE REGISTER OF WILLS SHOULD NOT BE SUSTAINED 1. Admitted. 2. Admitted. 3. Admitted. 4. Admitted. 5. Admitted. 6. Denied es stated. It is admitted that Decedent and Chrlstin McCarron lived together from June of 1994 onward and in fact lived together for well over a period of twenty years. The rest of the averment is denied as stated. 7. Admitted. 8. Admitted in part and denied in part. It is admitted that in September of 1995 Decedent was hospitalized for conditions related to her cancer. The rest of the averment is denied. 9. Denied. Decedent in September of 1995 and on up to the point of her death, did not suffer hallucinations and did continue to recognize her family members. 10. Denied. It is specificelly denied that Decedent had weakened mental Intellect at any time prior to or when her last will was executed. 11. Denied as stated. It is specifically denied that from September of 1995 until Decedent's death that Respondent Christln McCarron controlled the Decedent's financial and personal affairs or that she excluded other family members, including Petitioner's, from all financial and personal decisions. It is admitted that Respondent Christin McCarron had a Power of Attorney for the Decedent but that the Decedent controlled all of her own financial affairs from September of 1995 until shortly before her death. 12. Denied as stated. 13. Denied as stated. It is admitted that the October of 1995 Will does not give the children of the Decedent equal shares. It is denied that Decedent's intent wes other than what was contained in her Will of October 9, 1995. 14. Answers to paragraphs 1 through 13 are incorporated herein by reference. 1 5. Denied. Paragraph 15 is a legal conclusion to which no answer is required but to the extent that it is, this paragraph is denied. 16. Answers to paragraphs 1 through 1 5 are incorporated herein by reference. 17. Denied. It is specifically denied that the Decedent was of unsound mind and lacked testamentary capacity at the time that she signed her last Will dated October 9, 1995. . .. .' CERTIFICATE OF SERVICE I HEREBY CERTIFY that I hava this day sarved the foregoing Answer by depositing a copy of same In the United States mall, postege prepaid, at Camp Hili, Pennsylvania, addressed to the followIng: Randall L. Hartman, Esquire 438 Market Street P.O. Box 33 Lemoyne, PA 17043 DATE: )S ~fJ7r L N ' "'1~ ' f7 1/ I ' .t.tYvf I ":\-'- " MICHAEL L. BANGW EsquIre l,t:r!/~ 1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE IUR!AU OF INDIVIDUAL TAXES INHElITAHCE TAX DIVISION D[JIT. "un HARlIIlURO, Pi 1711'a"DI NOTICE OF IHHERITANCE TAX ~PPRAISE"EHT, ALLOWANCE OR DISALLOWANC! OF DEDUCTIDHS AND ASSESSIlEHT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-96 HCCARRON 12-07-95 21 96-0083 CUHBERLAND 101 ~t R..IHed HICHAEL L BANGS 302 S 18TH ST CAHP HILL PA 17011 ~. - ....Utl U In ,U.NI DORIS A HAKE CHECK PAYABLE AND REHIT PAYMENT TOI REGISTER OF WILLS CUHBERLAND CO CDURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY: is;;j"EX-Aj:ji.iiiF96T"iioT'icniF.YriHEiiiTAHci-T'AX-j(PPRAisEifiii'f;-ALi."'oiiAHCi-oJi......._......_-- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF HCCARRON DORIS A FILE NO. 21 96-0083 ACN 101 DATE 10-22-96 APPROVED DEDUCTIONS AND EXEHPTIONSI 11,296.76 ,. FUMr.l Elcp....../A.... eo.hlllhc. E_... CSchedul. HI l'l 10. Debt.lHortgaga Llabllltl../LI.... lScheduI. II CIOI .00 11. Tot.l Daduotlon. CIII 12. Hat V.lue of Tax R.turn Cl21 15. Charitabl./Go.........t.l lI.qu..h ISchedul. JI C151 14. Hat V.lue of Eot.t. SUbjoet to Tax U41 NOTEI If an asses..ent was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSHENT OF TAX: IS. ~t of Line 14 .t Spou..l r.t. US I 16. ~t of Line 14 taxable .t Llneal/Cl... A r.t. Cl61 17. ~t of Line 14 taxable .t Coll.t.r.l/CI... II r.t. Cl71 111. Prlnclp.l Tax Due TAX CREDITS I PAYllEHT DATE 06-24-96 TAX RETUIlH IIASI C X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I E.t.t. CScheduI. AI 2. stoc,," ..... Iloncf. lSchedul. III S. Clo..ly Hald Stock/P.rtnershlp Int.r..t CSchedul. CI 4. tIortgaga.lHot.. R_habl. IScheduI. DI S. Caohlllank Dapo.lt.lIll.c. P.r.onel Property ISchedul. EI 6. Jointly Dwnad Property lScheduI. FI 7. Tran.f.r. lSchedul. 01 I. Tohl A...h RECEIPT NUIlII ER AA112972 DISCDUllT C +I IHTEREST C-I .00 C I CHAHDED UI C21 CSI l41 ISI C61 C71 114.000.00 146.186.00 .00 .00 4.328.58 35.682.00 .00 CII HOTEl To in.ur. proper erect! t to your 8CCOW'It, .ubalt the upper portion of thl. fora with your tax p.yaant. 300,196.58 11.'9j1j, 71. 288.899.82 .00 288.899.82 .00 17,333.99 .00 17 ,333.99 17,333.99 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR C~LCULATIDH OF ADDITIDHAL INTEREST. C IF TOTAL DUE IS LESS THAN 61, NO P~YllENT IS REQUIRED. IF TDT~L DUE IS REFLECTED AS A "CREDIT" CCRI, YDU HAY liE DUE A REFUND. SEE REVERSE SIDE OF THIS FOIlH FOR IHSTRUCTIDHS.I .00 ~ .00. 288.899.82 x' 06. .00 X .1S. UII AIIDUHT P~ID 17,333.99 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 90 o__! t,) ., ~. USERYAlIONI Eltet.. of dececMnh dr!.... on or betan Decellber 11, l'll n If ."y future lnt.r..t In the ..t.te is t,.WI",rreeS In po.....lon Dr ."jo~t to tl... . (calllt,r.l) beneflcl,rl.. of the dececMnt .'t.r the ax,lr,tton of ~ ..t.t. far 11"0,. for YM,.., the "\ _lth her., bPnub ""rY.. thII rlllht to ..r.he ... ...... .,.....'.r JnhrlrltMn TUII It thII I_Jut ClIII . (callll....!) nt, on WlY wch tutur. Int.,.lIt. PURPOSI! ., NOnCEI To fulfill the requlr.....h of SeoUon 214D of the Inherlt~. ... Elt,t, Tax Act, Act lZ of 1"1. 11 P.S. Section 2140. PAYtEJ(J1 Detach the top portion of thh NotlCI ... sut.1t .,Ith wour Plpent to the .eg.lt,,. 0' "UlI pdntlld on the revtlrsl .tde. ntWc, check or .....y order PIIw-bll tal REGISTER OF MILLS, ACEHT AU p~t. rKllvec1 "'11 fir.t be 1IPP1led to ."y Int.r..t WIle:" .., be due with a'tJ' r_lnder ..11ed to the tax. REF1.IID (eA)1 A r.fund 0' . tax creeUt, Nhlch .... not r~.t.. on U. Tax .Iturn, ..y be requeltld bv ~l.t1na ... "applScatlon for A,knf of Pennl:)'1nnl1 Inhrldhnc8 Ind hlat. Tax" (REV-UlS). application. .r. WlIl..l, It the OffiCI of the Regl.t.r of Will., ~ of the 2J R.venue DI.trlct afflce.. or by c.lllnG the specl.l 24-hour answeri", ..rvice nu.ber, far far., ordering I In Penn,ylvenl. 1-100-142-Z050, out.lde Pennrwlveni. end within locel Harrisburg .r.. (717) 717-1094, TDD' (717) 772-2152 (He.rlna 1~lred Only)_ DlJE:CTIClCSI My ,.rb In Int.r..t not ..tllfled with the lIPPr.l....,.t, .11awnee or dl..11~ of decbltlon" or ...........t of tax (lncludlna dllCCMl"lt or internU .. shawn an thll Matle. ...t abject wi thin .bb (6OJ dQ. of rK8lpt of th1l Notice QI -"written prat..t to the PA Depar.....t of R.v..., Board of Appall, o.t. UlOU, "rrllb"r" PA 17121-1121, OR --.lectlon to ...,. the ..tter det....lned .t IUd I t of the ICCCUtt of the parSONl rlflr...,t.tlVII, 01 .......1 to the arphen.' Court. "lItlN IlTUTlW: tDRR[CTIONSI Fecu.l .rran dlscav.red on thll ........,t should tJ. IKIdr...ad In writing tal PA o.p.rbwlt of Revenue, Bur..... of Individual Tu.., ATTNt Pa.t A.....-ant R.vlew unit. Dept_ Z10601. Harrlabur., PA 17121-0'01 Phone (717) 717-6505. Sea peoa 5 of the bookl.t WIn,tructlan. far Inherltanc. T.. R.turn far a R..ldant DecadantW (REV-1501) far an IXPI~tlon of 8dalnl.tr.tlv.ly correctable .rrar.. DISCOlMTI If any tax 0.. 11 paId within thr.. (3) cel....r lanth. .ft.r the dec:lldant'. dMth, . flV11 parcent (5%) dllCOU"lt of thII t.. paid" .11awd. P€NAlTYI The 15% ta __.ty nan-partlalptltlon ,.,.1 b 11 ~tad on thII tahl of thII tv: and lnt.....t ........, and not paid befar. ......'1 II, I"" thII flnt day .ft.r the and of the tIX __.ty Ptlrlad. Thl. nan-p.rtlclp.tlon ,.,.lty 11 appealabl. In the __ -.,.r end In the the ._ tI_ perlad .. YOU wauld .....1 the tll)( and Int.r..t that he, bMn .....nd .. IncUcated on thll notice. IHfD[IT I Intar..t I. charged bellmlng with flnt day of de11nquancy, or nlM (t) lanth. end ana U) *y frOll the det. of dHtn, to the .t. of ~t. Tu.. ""Ich bee-. delinquent tJ.far. JanuI,., I. nil bear Int.r..t .t the nt. of ... (0) percent Ptlr ..... c.lcul.tld .t . d8lh nt. of .ODD1M. All t.... ""Ich bee_ dellnquant on and .ft.r January 1. 1'" will beer Int.r..t .t . r.t. which will v.ry froe c.l....r y..r to e.l....r year with thet r.t. ~ by the PA Depart.ant af R.v.... The lIPPIIC8bI. Int.r..t r.t.. far 1'1' through 1'" .r., !!!! Int.r..t Rat. Dellv Int.r..t F.ctar !!!! Int.r..t Rat. Delh Int.r..t Fectar 191' rox .ODDS41 I..., OX .000247 nn 16% .oousa .'&'1-1 ". I1X .DDUn 1'14 I1X .ODDSGI I'" OX .001247 1915 IIX .00OSS6 199)-1,," n .oooln .'16 lOX .010274 1"5-1'" OX .ODOZ47 ulnter..t I. calcul.ted ., follow.. INTEREST . IALANCE OF TAX UNPAIO X NUKlER OF DAYI DELINQUENT X OAILY IHTERE8T FACTOR ."Any Matlc. hlf..lld .fter the t.. bee... delinquent will r.flect an Int.r..t calcul.tlon to flft.... US) dey, beyond the dlt. of the .....__t. If p.,..,t Is ... aftar the lnt.r..t CCMPUt.Uon .t. Ihowl on the Hatle.. Iddlt1anel Int.r..t ...t blI c.lculated. ". ~ .~ ~i . 1"'" 1 : t,'.' , /, ., ,.,1- I . , { . ,-. . , ,.\ . I::. r tlo ' .~''':I :' ....~, ". > -, ."1 'I' :>,-,,1 .'<:'1 ,I .~j1{ ~.'i~ . ~. ~ :' ;y ~"_1 ,U "( ;l., Il :\. ".1 i V' \ '0." .,.' Il . _ : ,r ,; \ I.' f :,.\ ... . . ~ ,- .;' ~ ,t ~. , , -. I' t, . ,., I I I / ( , r . I I I ," t. " I .-.' ~ , \, . r" _~._.....,J...;::"" i . '.- .'. .-.. --. ... ..-.-. ..---. ''11'"'._-- --. '1---' -._--, IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196-0083 ESTATE OF DORIS McCARRON APPLICATION FOR A CONTINUANCE Pursuant to Pa. R.C.P. No. 216, contestants, Kathy McCarron Kupp and Dorothea Jill McCarron, by there undersigned counsel, respectfully requests that this Court continue the above-captioned hearing set for November 4, 1996 at 1:30 P.M. in the Orphan's Court of Cumberland County, and in support represents as follows: 1. Contestants commenced this action on July 25, 1996, seeking to set aside the Decree issued by the Register of Wills, Cumberland County on January 29, 1996, admitting Decedent's Will to probate. 2. A hearing on the Citation to Show Cause is set for November 4, 1996, at 1:30 P.M. 3. This hearing has not been previously continued. 4. Contestants request that this hearing be continued for a period of two (2) months. 5. The reasons for this requested continuance are as follows: A. Proponent's counsel was mailed a Notice to Produce documents in accordance with Pa.R.C.P. No. 234.3(b) on October II, 1996. Contestant's counsel requested an expedited return of those documents for October 18, 1996. Pa.R.C.P. No. 4009(b)(2) gives the party thirty (30) days to respond to the request. Contestant's counsel has not yet received any of the requested documents needed to complete discovery. B. Medical providers: Holy Spirit Hospital; Hospice of Central Pennsylvania; Dr. Elliott Riegler, Psychologist; and Dr. Ira Packman, Internist; were subpoenaed to provide record depositions needed to complete discovery. Contestants' counsel has received records from Dr. Ira Packman and Hospice of Central Pennsylvania. Contestants' counsel has not yet received records from Holy Spirit Hospital and Dr. Elliott Riegler. Dr. Elliott Riegler, Psychologist has refused to release the requested medical records citing confidentiality laws. (See exhibit" A") The Contestants will be filing motions to compel discovery of the material that has not been forthcoming from their subpoena's. These records are necessary to complete discovery and schedule depositions with appropriate witnesses. These depositions are the required method for taking testimony in this matter before the Orphan's Court of Cumberland County in accordance with Local Rule 209-\' The requested continuance is necessary for Contestants to use appropriate judicial process to complete discovery and prepare for the hearing. 6. The cause for this requested continuance was not known to Contestants at the time of the hearing was scheduled by the Court. 7. Proponent's counsel was notified of this application by telephone call on October 24, 1996 and follow-up mail on October 25, 1996. 8. Proponent's counsel objects to this continuance. 2 . , c t 1 1 ~ , ;i ~ "} , ~:. . ,,;"J "",j;";"__."_"'_#"-:':C! '0.'_,:":";,.0,,.,, "p>, " ; :' 1995tY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196-0083 ESTATE OF DORIS McCARRON f ORDER OF COURT AND NOW, this J9f1 day of t11~I.J~ ~' upon petition ~the loa 6> (;o./"'V'- ~, t.P~) 17 / Contestants, it is hereby ordered tharw<l.h' ..".:.. "I .Inp u.At> llldEr, Proponent shall provide Contestants with Dr. Elliot Riegler's physician records of Doris McCarron or in the alternative, a signed authorization for release ofthe records to the Contestants. Further, it is hereby ordered that within ten (10) days of this order, Proponent shall provide Contestants with the canceled checks for any account that Doris McCarron was an owner for the period September I, 1995 to December 12, 1995. BY THE COURT ;-kJ/V1 r ~~ J. ~e\A..~ \-0 . ~~*,w.e- -10. ~ l'DO,) e, 4..- \ . 'l;:>6c..)M.~s. ) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196-0083 I ESTATE OF DORIS McCARRON CONTESTANTS' PETITION TO SHORTEN THE TIME FOR PRODUCING DOCUMENTS PURSUANT TO PA. R. C. P. No. 4009 1. On July 25, 1996, Contestants filed a Petition for a Citation to Show Cause why an Appeal from the Register of Wills Should not be Sustained with this Honorable Court. 2. A hearing was ordinally set for November 4, 1996, on this petition. 3. The hearing was continued by this Honorable Court at the request of the Contestant until December 17, 1996, at 1:00 PM. 4. The continuance was requested in order for the Contestants to complete discovery in this matter. 5. Contestants have prepared a Notice to Produce in accordance with Pa. R. C. P. No. 4009. 6. Pa. R. C. P. No. 4009(b )(2) gives the Proponent thirty days to produce these documents, unless the time period is shortened or lengthened by the Court. 7. Contestants have served Proponent's counsel with a Notice to Produce all of Dr. Elliot Riegler's physician records regarding the Testatrix in this matter and all canceled checks from any bank account, savings and loan account or credit union account showing Doris McCarron as an owner for the period September 1, 1995 to December 12, 1995, on November 14, 1996. 8. In the alternative to providing Dr. Riegler's records, the Notice to Produce requests the Proponent to provide Contestants with a signed authorization for the release of Dr. Riegler's records to the Contestants. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL V ANlA ORPHAN'S COURT DIVISION No. 2196.0083 ESTATE OF DORIS McCARRON CONTESTANT'S MOTION TO COMPEL THE PRODUCTION OF DOCUMENTS PURSUANT TO PA. R. C. P. NO. 4019(a)(I) Contestants, by their undersigned counsel, moves this Court under Pa.R.C.P. 4019(a) to compel Proponent to produce documents and in support thereof avers the following: 1. On October 11, 1996, Contestant served upon Proponent a request for production of documents. The request is attached as Exhibit" A." 2. This request seeks Proponent to produce discoverable documents which are relvant to this litigation. 3. Despite repeated requests, Proponent has failed to provide copies of any of these requested documents, or in the alternative, authorization for the release of these documents. WHEREFORE, Contestant requests this court to enter an order compelling plaintiff to produce these documents or executed authroizaiton in lieu thereof within ten (10) days. ~. . r. , . . IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196.0083 ESTATE OF DORIS McCARRON NOTICE TO PRODUCE To: Christin McCarron You are directed to produce the following: I. Power of Attorney from Doris McCarron naming you as her attorney-in-fact. 2. Copies of Bank Account Statements and Brokerage Account Statements of Doris McCarron, as sole owner or as joint owner, for the month of October, 1995. 3. Copies of any Last Will and Testament of Doris McCarron signed and dated prior to October 9, 1995. 4. Copies of statements for medical care given to Doris McCarron from June of 1994 until the time of her death. 5. Copies of any notes, suggestions or instructions given by you to any other person regarding the preparation of Doris McCarron's Last Will and Testament. The documents are to be produced at the Office of Randall L. Hartman, Esq., 438 Market Street, Lemoyne, PA 17043, on or before October 18,1996, at 10:00 A.M. If you fail to produce the documents or things required by this notice to produce, you may be subject to the sanctions authorized by Rule 234.5 of the Pennsylvania Rules of Civil Procedure. Date: October 11, 1996 '1-c Ol:'~~\.\o:t Randall L. Hartman, Esq. Attorney for Contestant 438 Market Street Lemoyne, P A 17043 (717) 761-8490 Attorney ID # 68732 Exhibit "A" ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196.0083 ESTATE OF DORIS McCARRON CONTESTANT'S MOTION TO COMPEL THE PRODUCTION OF DOCUMENTS PURSUANT TO PA. R. C. P. NO. 4019(a)(I) Contestants, by their undersigned counsel, moves this Court under Pa.R.C.P. 4019(a) to compel Proponent to produce documents and in support thereof avers the following: 1. On October II, 1996, Contestant selVed upon Proponent a request for production of documents. The request is attached as Exhibit "A." 2. This request seeks Proponent to produce discoverable documents which are relvant to this litigation. 3. Despite repeated requests, Proponent has failed to provide copies of any of these requested documents, or in the alternative, authorization for the release of these documents. WHEREFORE, Contestant requests this court to enter an order compelling plaintiff to produce these documents or executed authroizaiton in lieu thereof within ten (10) days. . '. .,' , '; IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196-0083 .. ESTATE OF DORIS McCARRON CERTIFICATE OF SERVICE I hereby certifY that I have this day served the foregoing document, by depositing in the United States mail, first-class, postage pre-paid, a true and exact copy addressed to the following: Michael L. Bangs Attorney at Law 302 South 18th Street CampHill,PA 17011 Respectfully submitted, RANDALL L. HARTMAN, PC Date ~()tI. I~, \q~ (,.. B~ .o~~c-\.\J.-~ Randall L. Hartman, Esq. 10 # 68732 Attorney for Petitioner 438 Market Street P.O. Box 33 Lemoyne, PA 17043 717/761-8490 " " will not be accomplished prior to the hearing. I 10. Proponent will not be prejudiced by this request. To the contrary, Proponents timely responses and cooperation are necessary to avoid further continuances in this matter. I , f WHEREFORE, Contestants request this court to shorten the time from thirty (30) days to ten (10) days within which Proponent shall answer Contestants' Request for Admissions. Respectfully submitted, RANDALL L. HARTMAN, PC DatejJoJ. \~ 19.9&. \ BY~~ Randall L. Hartman, Esq. ID # 68732 Attorney for Contestants 438 Market Street P.O. Box 33 Lemoyne, PA 17043 7171761-8490 IThirty days from November 14, 1996 is Saturday December 14, 1996. In accordance with Pa. C. R. P. No. 106(b), December 16, 1996, would become the last day to respond. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196-0083 ESTATE OF DORIS McCARRON CONTESTANTS' PETITION TO SHORTEN THE TIME FOR FILING AN ANSWER TO REQUEST FOR ADMISSIONS PURSUANT TO PA. R. C. P. No. 4014 1. On luly 25, 1996, Contestants filed a Petition for a Citation to Show Cause why an Appeal frorn the Register of Wills Should not be Sustained with this Honorable Court. 2. A hearing was orginally set for November 4, 1996, on this petition. 3. The hearing was continued by this Honroable Court at the request of the Contestant until Decernber 17.1996, at 1:00PM. 4. The continuance was requested in order for the Contestants to complete discovery in this rnalter. 5. Contestants have prepared a Request for Admissions in accordance with Pa. R. C. P. No. 4017. 6. PI. R. C. P. No. 4017(b) gives the Proponent thirty days to answer a Request for Admission, unless the time period is shortened or lengthened by the Court. 7. Contestants have served Proponent's counsel with a Request for Admission on November 14, 1996. 8. A thirty day period of time to answer the Request for Admission will provide the answer on or before December 16, 1996, the day before the hearing. 9. If Proponent rnails the answer to Contestants' counsel on December 16, 1996, then receipt ,.,. . will not be accornplished prior to the hearing.. 10. Proponent will not be prejudiced by this request. To the contrary, Proponents timely responses and cooperation are necessary to avoid further continuances in this matter. WHEREFORE, Contestants request this court to shorten the time from thirty (30) days to ten (10) days within which Proponent shall answer Contestants' Request for Admissions. Respectfully submitted, RANDALL L. HARTMAN, PC Date jJ oJ . \~\ 199~ BY~~ Randall L. Hartman, Esq. ID # 68732 Attorney for Contestants 438 Market Street P.O. Box 33 Lemoyne, PA 17043 7171761.8490 IThirty days from November 14, 1996 is Saturday December 14, 1996. In accordance with Pa. C. R. P. No. 106(b), December 16, 1996, would become the last day to respond. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION No. 2196-0083 ESTATE OF DORIS McCARRON ~ERTIFICATE OF SERVICE I hereby certify that I have this day served the foregoing document, by depositing in the United States mail, first-class, postage pre-paid, a true and exact copy addressed to the following: Michael L. Bangs Attorney at Law 302 South 18th Street Camp Hill, pA17011 Respectfully submitted, RANDALL L. HARTMAN, PC Date ~cJ. \"'- ll~'\~ BY~~'" Randall L. Hartman, Esq. ID # 68732 Attorney for Petitioner 438 Market Street P.O. Box 33 Lemoyne, PA 17043 7171761-8490 ~ "-\;' '. .. .. i, , I i 1 - I" ,. ';. . ~ ..~ ltl~u '-:" . Y..Je. " .~;:)~ I i I I I I ~ ~~ ~ ~~j:::~ ~B~j~ ~c..2 t~ <.. ~ ;'.;,,-o..-'-';=""',;:'~_';::::'~~_U;"""'_: "','" ,.,.,.~.: ,,- ..,-,;. ,..."~,.-:,,.i;.:, -.<; -.,.....,...:n"''''........~~...". ..~.._~ ~ -,' '''';. -....;.,.,'.::....:. f .- = l:I' ~ " .- I: ti ~ =~ tIl I: -= I: aolt ... - ~ CII _ ~-= = 'ii~=:: "fCle, -=Cltlle .!:! ~ M co ~<:;u ~ III c.o~ ~.3 .J - - Cl " - - - - - - - - - - - . '"..".-~.".(/.. ........---...-. ,- -',' -- .. . .'-,-- ,'--- '"",',-",-.,.;,. "'--"--_.-'....;.,: ........-----. CI . " ,," .1 .. .., " " , ..... or. " .:.-; , 'J . ,';". . '.J ,I t... ',h" _. f' . ,,,I>' . , ...\ . --l _ ~; .. ~ ,I . i. '. 01 , '. '!~';'.J !', If" ~,~: .' .. . ..( . . w'. ~ . \,... . If ' ~ "',., I 11 '_' t .\ . 10'.f (\,. .4 ,..,., ",: '4....... '" -f' : ,1 . ~ '. .. ; i. ': -t_), \II' \. -. \.'. ~ " . , 04 -m .- . i ( , , t t i , i \' I I' ,: , '.1'( /.... L,~ f .; \ ;, f'f '. ii" ..,' (';i~ :', ~'~ ).~ I '; ".1'. , "<" '.~ ,~ ,-'-, , ...' . ,~ .~y:' ~ , '.' .~. ," -;,' ," ., .' ,,' ,.' \. .' 'l,t t'''. .., ~ . .,:- .,': {': ' ,., . ,-.' .,,' ',' " " _, .~ ci . ,,., ':::~:i'~..\L~.' "., :'i :';'~ /i' --/. -'\f ~;'/, 'c'; '.--,~,:::.~ ~~;J ;'~;'-,,' .',",->' : "',,,,.' ' ," " 't.. " .' " " , . .,,', ., '. . '. ',' 'I ~ ' ,". " ee eo SUMMARY OF ACCOUNT Total Assets of Decedent 5300,1 96.S8 Income of Estate 5S2,19S.l2 Less Disbursements 529,619.04 Balance before distribution 522,S76.08 Distribution to Beneficiaries John McCarron (5,000.00) Peter A. McCarron (5,000.00) Dorothea Jill McCarron (S,OOO.OO) Katherine Kupp (S,OOO.OO) Christin McCarron Rest, residue and remainder of Estate DISBURSEMENTS OF PRINCIPAL DATE PAYEE PURPOSE AMOUNT 01/26/96 Registcr of Wills probatc fccs $3S3.00 04/02/96 Rcgistcr of Wills short ccrtificatcs $60.00 04/02/96 Vital Rccords dcath ccrtificatcs 54S.00 04/10/96 Apria Hcalthcarc mcdical scrviccs 571.74 04/11/96 The Crcmation Socicty balancc of statcmcnt 530.00 04/29/96 Cardiovascular Surgicallnstitutc mcdical cxpcnscs 5166.94 04/29/96 Wcst Shorc Pathology mcdical cxpcnscs $24.44 OS/14/96 Wcst Shore Ancsthcsia Assoc. mcdical cxpcnscs $SS.46 OS/14/96 Ann Marklcy, TlIl( Collcctor Borough rcal cstatc tlll( $S31. 93 OS/IS/96 Internists of Central PA, Ltd. mcdical scrviccs $9S.S0 OS/22/96 Baker Money Managcmcnt Scrviccs profcssional scrviccs $12S.00 06/13/96 Vital Records dcath ccrtificatcs $IS.00 06/13/96 Cumbcrland Law Journal Icgal advertising $60.00 06/24/96 Michael L. Bangs, Esquirc Attorncy's fees/costs to datc 53,186,00 06/24/96 Registcr of Wills PA inhcritancc tlll( liability $17,333.99 06/24/96 Rcgister of Wills filing fcc (invcntory and inheritance tlll( rcturn) $2S.00 08/28/96 Thc Sentinel Icgal advertising $1l2.l8 10/30/96 Holy Spirit Hospital mcdical serviccs 5716.00 II/IS/96 Holy Spirit Hospital mcdical serviccs $721.44 1\11 S/96 Tarndot Healthcarc medical scrviccs 536.38 1\119/96 Alphagraphics, Inc. copy expensc $20.3S 1\119/96 Postmastcr mailing cxpcnsc $3.86 11127/96 Gcorgc A. Vaughn, Ill, Esquirc profcssional serviccs $137.S0 01/07/97 Gcorge A. Vaughn, Ill, Esquirc profcssional serviccs $87.S0 01/07/97 Holy Spirit Hospital mcdical scrviccs $38.88 02/06/97 Ann Markley, TlIl( Collcctor 1996 school real cstatc tlll(CS $1,539,02 02/07/97 Rcgister of Wills short ccrtificatcs $9.00 02/28/97 Bakcr Moncy Managcmcnt Scrviccs professional scrviecs $22S.00 02128/97 Rcgistcr of Wills short ecrtificates $3.00 03/07/97 Michael L. Bangs, Esquirc attorncy's fecs and costs $3,629.39 03/13/97 PA Dcpartmcnt of Rcvenuc fiduciary incomc tlll( rcturn $157.00 03/13/97 Postmastcr postagc for tlll( rcturn $S.04 04/08/97 Rcgistcr of Wills short ccrtificatc $3.00 OS/08/97 Rccorder of Deeds filing fec for dccd $2S,SO TOTAL: $29,619.04 .. J'I'Cr")SED DISTRIBUTION TO IlE:'IEFICIARIES 1. John McCarron R49 sharcs of Potornac (pursuant to Item 11(; I and II(S) of Ik ~(knt's Electric stock and thc sum Will) of$S.OOO.OO 2. Peter A. McCarron $S,OOO.OO (pursuant to Item 11(4) ofDecedcnt's Will) 3. Dorothea Jill McCarron $5,000.00 (pursuant to Item 11(3) of Dccedent's Will) 4. Katherine Kupp $S,OOO.OO (pursuant to Item 11(2) of Dccedent's Will) S. Christin McCarron Rcst, residuc and remainder of Decedent's Estate Respectfully submitted, ~~~~d MICHAEL L. BANGS Attorncy for Plaintiff 302 South 18th Street Camp Hill, PA 17011 (717) 730-7310 Supreme Court 1D #41263 " .. VERIFICATION COMMONWEALTH OF PENNSYLVANIA ) ( ) SS: COUNTY OF CUMBERLAND CHRlSTIN McCARRON, Executrix under the Last Will and Testament of DORIS A. McCARRON, deceased, hereby declares under oath (penalties ofpetiury) that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge. there are no claims now outstanding against the Estate; and that all taxes presently due frorn the estate have been paid, ~~ J1it-t!/LAAAr... J TIN McCARRON SWORN TO AND SUBSCRIBED BEFORE ME TH1SJ]zd DAY . OF. gtdl-y-- ,1997. NOTAIIAl. SlAL WENDY S. CHfSMO. Notary ",bllc lowe, All,. Twp,. Cu..borfGnd Co PA M, Co....It~.. fapl... Moo, 10. 1m INRE: ) ) ) ) ) ) ) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF DORIS A. McCARRON, Deceased ORPHANS' COURT DIVISION NO. 21-96-83 PROPOSED SCHEDULE OF DISTRIBUTION TO BENEFICIARIES I. John McCarron (pursuant to Items 11(1) and II(S) of Decedent's Will) 849 shares of Potomac Electric stock and the sum of $S,OOO.OO 2. Peter A. McCarron (pursuant to Item 11(4) of Decedent's Will) $S,OOO.OO 3. Dorothea Jill McCarron (pursuant to Item 11(3) of Decedent's Will) $S,OOO.OO 4. Katherine Kupp (pursuant to Item 11(2) of Decedent's Will) $S,OOO.OO s. Christin McCarron Rest, residue and remainder of Decedent's Estate Respectfully submitted, MI AEL L, BANGS Attorney for Plaintiff 302 South 18th Street Camp Hill, PA 17011 (717) 730-7310 Supreme Court ID #41263 10 C)- o- \.- ~ ~ Q v r;; o >- \0- tS \J oJ -;E' (f) ., Q f/ , property: to compromise eny cleim or controversy; to make distribution in cash or in kind, or partly In cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem propar in their sole discretion. 4 '. .. The preceding Instrument, consisting of this end five other typewritten pages, each Identified by the signature of the testetrlx was on the date thereof signed, published, end declered by DORIS McCARRON, the testetrix therein nemed, as end 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. 4U r4f? t~~/hL(J~ ;-; 6 ~- - ., ,.[~ . . ,,'t"'y . , ' PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Undcr Act No. 5117. upproved Muy 16. 1929). P. L.17114 STATEOFPENNSYLVANIA : 55. COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire. Edilllr uf thc Cumbcrlund Luw Journal. of the County nnd SllIte aforesaid. being duly swum. ucconling tulaw. deposes and says that the Cumberlund Law Journal. a legal periodical published in the Borough of Carlisle in the County and SllIte aforesaid, WllS eSlllblishcd January 2. 1952. and designatcd by the local courts lIS the official Icgal periodical for the publication of all legal notices. and has, since January 2. 1952. been regularly issued weekly in the said County. and that the printed notice or publication atlllched hereto is exactly the same lIS was printcd in the regular editions and issues of the said cumberlnnd Law 10urnal on the following dates. viz: niNE 21. 28. JULY 5. 1996 Affiant further deposes that he is authori7.ed to verify this statemcnt by the Cumberland Law Journal. a legal periodical of geneml circulation. and that he is not interested in the subject matter of the aforesaid notice or advertisement. and that all allegations in the foregoing sllltements lIS to time. place and character of publication are truc. ~/~ Roger M. Morgentha1, Editor SWORN TO AND SUBSCRffiED before me this 05 day of JULY .1996 IIcCarroD. Dorll /I.. dec'd, Late of the Borough crcamp Hill, Exec:utrtx: CIu10un McCam:n. 3407 Legan street. Camp H1l1. PA 170 II, Altome)': Mlehaell. Bange, Altor. ney,"t.LaW. 302 South 18th Street. Camp H1l1. PA 17011. ~t)U/i /.?1p,,~bI/~~ ~ry NOT T1!1lI1A J.IIUIICHOI IlIA. -.,- ~.~00lIlIr. ,,, My Ceuf'Jlla-..... ftb.11.1DOO EXHIBIT B RBGlSTBR OF WILLS OF CUMBBRLAIO COUNTY RIlPORT OF STATUS OF ADMJIOSTRA110M (Por R_dent Decedent. DyIrw Arter July 1, 1114) ESTATB MO. 11_96_ 83 Name of Decedent: Doris A. McCarron I I 205-20-1354 Soc.1 Secur ty Account No.: Date of Death: December 7. 1995' Nama of Parsonal Representatlve(s): Christ in McCarron Capacity (check one) Executor Administrator x Administrator c.t.a. Administrator d.b.n. Is the administration of the estate complete? YesX No It "ye~, how was the administration ended! (check one) By court accounting X 8y account stated to parties In Interest Old the parties release the personal representative! Other (explain) Total amount paid to date to creditors and for funeral and administrative expense $29.619.04 Total value or distributions to date to beneClclarles $20.000.00 $-----0.00 It administration Is not complete, estimated value of assets stili In administration NOTE: TIll. statUI report Is due no later than the due date far nUIlI the Pennsylnnla Inherltanee Tax Return or, If no Inherltanee Tel( Return I. required, nine (9) months after the date of death: Ir the administration of the estate has not been concluded, a IlImmary report shall be rued annually therearter until the admlnl.tratlon Is complete. I certlry under penally of perjury that the rorellolng best or my knowledge, Inrormation and bel r. Oate: g s'r . 1922.. Information Is correct to the ~ . Attorney for Eltate TIll. report mlllt be signed by the personal representatln, or one of the. when .ore than one, or by counsel for the estate.