HomeMy WebLinkAbout96-00095
'.'
",,-I
,':.'
.:" -"
.'
,
,
'-.':,1
'.,.~
"
..J"
"
'..,,' ;,
"
, . i, ~
~ ":'
N 21-96-95
o.
Estate of
Frances G. Greene
. Deceased
DECREE OF PROBATE AND GRANT OF LETfERS
AND NOW February 5th 19~, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrument(s) datrd ADrll 24. 1980.
described therein be admitted to probate and filed of record as the last will or
Frances G. Greene
and Letters Testamentarv
are hereby granted to Keith C. Weln
%AJ7j e .1PLL'I~~ j/)5wu, J~
ROJisterofWiIl, MarY c.LfMis',-'- r
FEES
Probale, Letters, Etc. ......... S 25.00
Short Certlficates( 1) .......... S 3.00
Renunciation. H I........... s 5.00
X-Pages (1) S 3.00
JCP TOTAL _ S 5.00
Filed f.E!l?W!i.:rx. ~!=h,. m.~... ~. . ~~:.~.
Frey and Tiley
by Robert M. Frey
#06274
ATIORNEY (Sup. Ct. t.D. No.)
5 S. Hanover St., Carlisle, PA 17013
ADDRESS
717-243-5838
PHONE
.
O(J
(": -
r..
: '
,
"
Called Attorney on 2-6-96.
Ch
'IH,lj(llllj"I,I.
ItB.1I tMjl"!I'
n.... .'.If WI'
I' COuPUUD IY
-..-..
- _IS
WHO f'fIOHOUHC.I
....rn
"I DI'NlJON.,
ON 0"''' IIDI
~
:5w
wDlj!:
i~~
~~~
aj!:~
iil~~
~w~
a:j!:i!i
~~~
~ c
Q,ff1~
III a: 5
05u
:Z:aw
Ow)(
I ... a: UJ
I
.
~
(1""1" "'''1"'''1: 11f4l' W."H
h."IY...,I.IJ<("'..,...........CIf..."t
~.';{~~....".'::::~',n~~-::..)
MurUI"'"
7.'1/5
~
"ClAU I'IIOHOUHC 0 AO(.yo.o.tr,o,
... N~ dg, /r?s-
1'1...
. I ".""
rnlfO I"". IIlWI
~CUl!JfYllla"tYSICJAll (",."""'"-_,,_oI....._"""__"'.~......nd""""'"..._'"1
,,-...r"N DI OffKrinow"ltGgli, dMIh occUnW due 10 the UUM('J It1d ",,"1\er.1 .tll".
---------------------- -----------------------------------------------------
...
CI-0002277
11/28/95
19803
~IAN ,-_""""""""'" .........--...r-. 01.....'
. occurreaa the lime. d.ll; .nd P'" end due 10 the 'UUM("'M II\II'IMr II 111*1
-------------------------------------------------------
........ my opinion. ................. .._,.....,... _... duo ""_"
xc llCfNSEHl.JMBf.R
XlO DATE SIGNED ,WO. (MY. YRI
~
,., IAllillf4f1 U' UIII"111IWtlOCUUf'u.nucAUStOf Df.AIH/ltur<<1JltrPEPRiNtJ
'EMIL J. CICVAK, M.D.
410 Foulk Rd., Wilmington, DE
...w...~
AlJU""
"''''flAt.lfllt
'I UAHHlI,"
or 0I...1It
"'""nAl
.. OATEOf~"
j'W.,lMf.n'l,l
37. 0E1CfUBE HOW IN.Un' oc;Q.IPItl.D
......,
"
-,
o ... KJ f<<) OACCIOfJ('
0...1IC1Of
oIlO.."C10f 0 NO I
O::~,IOH DAM ..Lljlq'flOHflmu~N<<JNl.NJ(ROtIIUW.ROCJTIM.UID\ ,TrOft"""" fA
o 'I''' ON I t I ; . .
UJ<<)f'frMlIkfD I '
to PAfty lool<<)f 'J(fIA Tnf t.IOOE Of' DYIHQ IOCHASCAAOlACORRESl'lAAT""" AMEST. 5HOCK,ORHURT'Al.t.RE.USTONlVOHE CAll$( PER EACH lINE.
..."
1"NJItiOI
...v.......Cf'ftlOn
'Otor.lP\lfo.Of'
CAUH Of IJl"'''t'
o VI'
'mflT, MC1'tlAy. 0Ffa ILtiIlNlJ, I1C.
..
.......,
.. rua Of IN.Uft IA f HOWf. "
......Ol.ltl CAUS[
".lN4l DrSlA&l, lNoAMr OA CONomON
tH4r/Nrot.lA~CAUSLO"j(
(lfArM
IloIr.IEDl...n:
""'"
.t.I'PR)J&lATlINTtAYAl.
lllT'MlHDN5(1'>>IODU'Ol
I
I
I
I
I
I
",
DUE TO (81
HOUIH'lAllY US. COtO'IOH1,lI' ANY.
UAOlt<<1 fO ltAIl.DlAIE CAUSE (HI(R
~IOlsu.aEOAItU.lRY
~iCHINIT1lTfOnl'EHl'R(IIlA.TlHlJlH
DUIHU,AIJ
DUlTO ICI
OUETO 101
PART. OUtER SIGNifICANT CONDlTJOftS-
A CONTRlllUTlttO TOCAUSl Of DE....U
a HOI Rn.AU:O TO CA.USE Of' DU,fH
IW'I,IOo'tJ
(1) ORIGINAL COPY-STATE
I certify this is an actual copy of the official record filed with this otftce.
Certified Copy Number Dale laaued
WllmlnKton, Delaware 19804
PlaN/l"u'"
CSEAL::>
, ? l\ r[
\""/ J JJ
h,l .
c " 0 (',
I, \ \ . ,,) .'
SIal. &gloIrar
Dlulllon 0' Public H.a/lh
,;.
C J <',."....',C, ..'~,~_~II.!\'_ .. . .
. ,.! 1-.';;:-~,~:;i(I,I.~:rt4~}1J~I~,,*,I'f~" '. .~flj~~~~?'~~;j7:;'J?rf{.:~,:-\:,):':a
,.' , . ,. ,..'!,~"!~~.;~
, '!~; ,
'>L
,~. :'" ::'
i,. ','
"',
"
,-
"
t:1< ,t:ti
..
..'
!'-','
, :_~'!
.'
'~~;"
"'.-,..,,
'.1
,"
;,.
.;:.,~~:.;-'-~'
'- l::
',;--J2,~
't)t)
..,
"-"-
.. ~', .
,-'/.
"..'
..... t:"
,..'
'.'
.'
"
"'J
S6-96-1Z
. d'~'. ,!~;
t',,:~ . . ~.! .F
~~;y,~:.: .,
~m,-:'..-
",of' '.~
~..
~,.,
.,:.,'
tF
["'.:..'.
, '\;.'
~. ",.',
'ii\., ,
~~.~~.
~F,'
~~!~..
t i:'l;~
~~ '
-;;:$,
, .
-l-' .. . \, ~,'S.1 -j ,J,. t --'....;. ~ . .,,_.
...1 ... ........ 'l,'~;1 'II. .V.i "__"fo'",< ,: .~;,"i;"-,-
'.. ',~',. _ '.', ~(:,:' - .1.~.,.__;i~,p::;~~:S~~'~:'~:,
"~'.K~"'.,' ~il,";:}i'i, tti h,~ ",,"
.. ., ~. ii- ".~\~.Jl~'l'
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last wm and Testament written on two pages this 24th day or
April
, 1980.
.t~ /~ ..(SEAL)
Frances G. Greene
Signed. sealed, published. nnd declared by FRANCES G. GREENE,
the Testatrix above named, as and ror her Last wm and Testament, in our
presence, who, in her presence, at her request, and in the presence or
each other, have hereunto subscribed our names as attesting witnesses.
~t..
-\1t,;_ :,..
,'fl"'>
~j>~m ~
l\ki!Ji';'.1!il ':., .
I. '~~~!f(~;'0t;:~:;'I'-:\ r . .
--\~~)k: ':J.~. " '
trili1?k>< ,..\,. it'l}~~, ," .'
,,: ,~~ # ".,'!,,,-y. ,
":P. ~"n;< j_.... - ': j"", ......,..oll.., ~..~ ....",
l' "I ~ :'f . ~ - y, .....,. ~'....
I" ".,~,/r, " 11;"'page 2 or'2<pages(' ",: ,'!1<, I',
"i~'~"'h"~,,...t.j"', ." -,'. +" .\,..." "J '\.:.
\i.' '" ~ "",..',~L ~ro." , _" ' . , r-. ''I' ' , \
tf$}fJ.'~~"'I<<;'-~l"y.'1!''';r1..._~>,~ .. .' ; ~ \'.
~ ':'.~ \, ". 1.'.,' ,. - - \ . f
:t';~"t'ftrb~:;,i.'i!/> ,. ...1\ ~.~ ,~'\".
_i,l"\~-i1: ~..:,~t'.\,' :t.~~,,f,,~" . ,
;;
,l
~ 1 ,_, '\' -- \ " . .., ,.,.....~.j
"!: U "',' · ~'1': \. ',' . . >-. "'. ._..-->~_ ~";\'!~i
"..... ,-oi;."" t..d "'."'.''i,.~ .l., ,# '.::~~ ,};! , :",.i'_"'~!..;,.'~1~
' t'", ~', " .::: ;:;,. ;'~':"'t-,';-'-Y'l":"~!i
\;"'. ',,' ~._.:t~;;'-:,J.:!'it\r~~
"'?". ~ ".'I~':"\~J:~f\~ <il-~'..qt"!'~"'~: '\"'t.;i:~'~\liO:>~:<;~~l~
.', ~:' ""'\", -' "'V' , ',' ,t '~'';\\ '.'~ "-~~"\'\'''~-:''f\,;,'~'''',Uf\.'~!t{
;- ,~. '\"'~4"f.,' "\\1, J ", -i''41~\,j;\Q.l(_.'' J-;;"'\,,;...~';1f::
\ '.~. "" '; \,' .~' "::' " I,.: _,';::;:-.',::A:~~:~':-;';\S
~,)(.O"'"'>''' ,;",,/,>,
.C"~ ";'~~':." "',1 g.'....-;~~';~!4r?\r:~~
',,;.
"..."
\' ~..~ '
"
,;"
,-~~,:'_:~+-- 7.
'~:'---
0' ~~
','
"
'"
";',
--,':
,
.."
. ,'"
"~_~:;Z -
",:",
':,
,.
r. .
~ ,:f.; ~
,:,
....,-
L '-"'.'
>.
-,
,'.:.1,
",t.
, >~! ';'.,
. ~ .><;:
,.'..
.'
21-96-95
REGISTER OF WILLS OF CUMBBRLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Robert M. Frey Bnd Joan L. Ewing
XlClIIiIXk
(each) a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that each of them was present and saw
Frances G. Greene
the test91 rhr , sign the same and that each signed as a witness at the
request of testal rly in h.f!f.- presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Robert M. Frey IN
5 South HBnover str~Wf~ C
oan L. Ewing
4 Stonehedge WBY!
(Address)
17013
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subsct'i er hereto, (each) being duly qualified according to law,
familiar with the signature of
co . II
will
testat
presented herewith and
codicil
ure on the will is in the handwriting of
that
ubscribing witnesses to)
to the best of
Sworn to or affirmed and subscribed before
/
me this ,day of
I
-;19-
(Address)
Register
(Name)
(Address)
21-96-95
RENUNCIATION
In Re E.ltate of
Frances G. Greene
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned Patricia A.Wein', one of the Executors named In the LBst Will and TestBme~
of
the above decedent, hereby renounce(s) the right to administer the C5tate and respectfully ask(s) that Letters
be Issued to
Keith C. Wein.
WITNESS
hand this 25th day of January. , 19~.
.
;:J " /}J/
/,~tt/{/(. n/~
(SllflIIlur.)
Patricia A. Wein
605 Entwisle Court
Wilmington, Delaware
(Add,ess)
19808
"
(SllIIaIU")
(Address)
(SI,.alu,,)
(Add,ess)
(
--. --'-'-'-
- -.- -- >- -.- ~-- -'- - -- - --
,I
RECEIVED FROM:
&
Ii]
AMOUNT
FREY ROBERT M
~ S HANOVER STREET
101
.I!,IJ04.00
,\.
CARLISLE, PA 17013
#OlD Hf"
SSN 189-09-4260
(lAST) (fiRST) (Mil
FRANCES B
i'
I REMARKS PATRICIA A WEIN
C/O ROBERT M FREY ESQUIRE ()
I SEAL CHECK" 2634 RECEIVED By'j)tUi.< (, >' f .. I" :J , " "
L ,!~.~ ,
MARY C. LEWIS ,,{: /1"./1" ,:-.,.,>(,
REGISTER OF WILLS REGISTER OF WILLS
t _____ _ _ _ _ _ _ _ ___ __ ___. __, ___ _.. __ _ _ __ _ _ _ ~ _ _ _ _ -..4.'
. .,;.; '~_";l'-
m TOTAL AMOUNT PAID
.2,964.00
PB
-I
, J
'.
c
.
I
"
....
~
\
,.
f
\
--I
--._-~~...-....... rr
r --
" ~'--.-~
-r~ ....
~- ,...
.
20. If lIn. 1911 g,.al.r .han lIn. lB. an'.r ,h. dIK.,.nc. an lIn. 20, Thl. i..h. OVERPAYMENT.
110
21. If lint 18 i. grlo'er than lIn. 19, Inllf thl diH,,.n,. on lint 21. Thi. is Ih, TAX DUE.
A. Enter thllnl.r.,' on th, balon" due on lln. 21A.
B. En'.. ,h. '0'01 allln. 21 and 21A an lIn. 21B. Thill. ,he BALANCE DUE.
Mob Chicle Payable '01 R,gl,'.r of Willi, Agln'
. ,,,:~..;, IUURUO ANSWER ALL QUESTIONS ON REVERSI SIDE,AND TO RECHECK MATH ;.':1' "....'ih:. ,.
Und.r Plnahl.. of perjury, I declar. Ihall havI examin.d this r,lutn, including accompanying schedul.. and Itollmlnh. ond to thl bll' of my knowledge and bIU,f,
It I, tru.. conltct and compl.t.. I d.dar. Iha' 011 ,.01 11101. has bien '.portler at 'rut mo;'" '1olu.. D,c1aration of prtpD'" other than ,hi plnonol r.pre..ntatlve II
balld on olllnformotlon 0' which pre or.r hos any knowl.dg..
ATUU Of 'USON IUroHSIIl( fOIt flUNG _nUIN AODIU$ OAn 4 ,~
..-?~~_' 605 Entwisle Ct., Wilmington, DE 19808 ) {Vl/'1~
SIGH""UIl f!)f,II"uu orHU THAN .I'.UIHUTIV( ADOIIU DAII
- )". .... 5 South Hanover St., CBrlisle, Pa 17013 (, - '1- 'It.
.lY.1S00 U. (7.04)
l!!
..:5..
r:!~~
u~..
'*
/ 6 -Ir;;l. - '-f
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
NUMBER
r
fOR DATlSOfCIATHAnU 12/31191 CHICKHIRI
IF A SPOUSAL
POVIRTY CRlDIT IS CLAIMID 0
fiLl NUMIIR
21-96-95
COMMONWfAtTH Of PfNNSytVANIA
Ol'AIIIIMfNT Of alVfNUf
OlPT,210601
H."ISlu.a,'A 17121-0601
( IN'S NAM ItA . 11$. AND MIOoLllNITtALI
COUNTY CODE
ol(IO(N 'S (OM'U ( "ODlf n
YEAR
i
iii
III
..
GREENE FRANCES G. 841 West Louther Street
IOCIA' II(U"" NUM'" .A" 01 .IAtH Carlisle, P A 17013
189-09-4260 Nov. 28, 1995 A r. 19, 1913 (~., Cumberland
'" "",1CA'UllU'YlVINO l'OUl'" H_I fUi". 'lIS' AND fIIltOOlIINfTI'&U lOCl"L SICU.ln HUM III AMOUNT IICUVIO ISU INSUUClIONS,
[iil. O,iglnal R.lu,n
D 2. Suppl.m.ntal R.lurn
OJ,
Os,
.!!-B
Tolol Numb.r of Saf. D.posit 8auI
R.malnd.r R.turn
(far do'.' a' d.alh prla, 'a 12.13.621
Fed.ral Eltat. Tall R.turn R.qulr.d
0..
06,
D Aa. future Inl.rlll Compromls.
(la, do'.. 01 d.a'h ah., 12-12.B2)
D 7. D.ced.nt Molnloln.d 0 living Trult
(Allach copy 01 Tru'l)
CQNFIDENTlALT ; NFORMAnON SHO IDIRECl'ED.TOI ,.:;t",
(OM'L t M"IUN A 0 I
5 South Hanover Street
CBrlisle, PA 17013
~ ~~""l~ ~.~ :',/'.-;- '''J
lImlt.d Estat.
Dec.d.nt Di.d TII'ol.
(Allach copy 01 Will)
:!Ii
....
"x
8f
x
..
S
~
III
..
1. R.al E.la'. (Sch.dul. AI ( I I
2, SIQC~' and Band. (Sch.dul. BI (21
3, C1a..ly H.ld SlacklPartn...hlp In'....' (Sch.dul. C) ( 3 I
.. Mortgog.. and Nor.. R.c.lvabl. (5ch.dul. D) (41
5. COlh. Bank D'POlill & Milcellan,oul P.nonol Prop.rty ( 5 )
(Sch.dul. EI
6. Jaln'ly Own.d Prop.rty ISch.dul. f) ( 61
7. T,an.I... (Sch.dul. GI(Sch.dul. L) ( 7 )
8. Tolol Grall Au." (Iotallln" 1.7)
9. Funeral bp.nl", Adminhtrativ. COlli, Mllcellan.aus (9)
hp.n... (Sch.dul. HI
10, Debh. MartBag. lIablllri.., U.n. (Sch.dul. I) (10)
11. T 0'01 D.ductian. (Ia'allin.. 9 & 101
12, N., Valu. a' E.'al. (lIna B mlnu.lIn. 111
13. Charitable and GO'lernm.ntal B.qullts ISch.dul. J)
14, N.r Valu. Subl.ct to TaA (lIn. 12 mlnu. lIn. 131
15, Spaulal T,an.lonl'o, dol.. a' d.a,h ah.r 6.JO.9A)
SH Inltructlonl far Appllcabl. Percentage on R.'1'''' 1151
Sid.. (Indud. volu.. from Schedul. K or Sch.dul. M.I
16, Amoun. a' line 14 'aAabl. a' 6,*, '01. (16)
(Includ. valulI from Sch.dul. K or Sch.dul. M,)
17, Amaunl a' lIn. 14 'aAabl. a' IS'*' ,a'. (17)
(Includ. '1alulI from Sch.dul. K or Sch.dul. M.I
lB, P,inclpal'a. du.IAdd 'aA'ram lIn.. IS. 16 and 17.)
19. C,.dill Spaulol Pov.rty Credit Prior Poym.nll
+ 2,964.00 +
(19)
(20)
3.120.00
3.814.54
14.825.79
5n,n54.74
68,695.07
I B)
10,098.54
10,098.54
58,596.53
(111
(12)
(13)
(14)
58,596.53
x.__
58,596.53
x .06-
3,515.79
x .15 D
x
~
~
.
..
u
S
(1 B)
3.515.79
Discounl Inl.,..t
156.00
Chcck IWrl' if you me fc.'qUC..\tin9 0 f(!'und of you, ovcrpnymc.'nf.
395.79
(211
(2IA)
(2IB)
395.79
"
--.--".-'-- -"-
Act .48 of 1994 provide. for the reduction of the tax rate. Impo.ed on the net value of trander. to or for
the u.e of the .pou.e. The rate. a. pre.crlbed by the .tatute will bel
e 3% (.03) will be applicable for e.tate. of decedenll dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for e.tate. of decedent. dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for eatate. of decedent. dyIng on or after 1/1/97 and before 1/1/98
e Spou.al trander. occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old d.c.d.nt mok. a transF.r and:
X
a. r.taln the us. or Incom. of th. prop.rty transf.rr.d, .......................................................
b. retain th. right to d.slgnat. who shall us. the prop.rty transf.rr.d or ils incom., ...............
x
X
X
c. retain a reversIonary Interest; or ....................................,..............................................
d. r.c.lv. the promise for IIf. of .Ith.r paym.nts, b.n.Fits or car.' .......................................
2. If d.ath occurr.d on or b.for. D.c.mb.r 12, 1982, did d.c.d.nt within two y.ars pr.c.ding
death transf.r prop.rty without r.c.IYlng od.quat. consld.rotlon' If d.ath occurr.d oft.r
December 12, 1982, did dec.d.nt tron.F.r prop.rty within on. y.ar of deoth without rec.ivlng
ad.quat. consIderation....................................................................................................
X
3. Old d.c.d.nt own an 'In trull for' bank account at his or h.r d.ath.......................................
X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
lI'I 1:: <(
- P-
o ~ -'0.:
...- 0 0
~ :?: q: (
'.'
,
. ,) "1
't:1 ,; ~ '.
.,
6li ,
..
o"t; ( J
UQl "
Olo: ~ '. E
0: .i!!:J
UU
'1~IJOt ,.. III""
'*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWfAUH O. PfNNSYlVANIA
INHflltANCf lAx If WIN
RfIIDIN' DfCfOfN'
PRANCES O. OREENE
fiLE NUMBER
21-96-95
ESTATE Of
Joln"onon'(.I.
NAME
A. Patrlclli A. Weln
ADDRESS
605 Entwisle Court
Wilmington, DE 19808
RELATIONSHIP TO DECEDENT
Daughter
B.
c.
Joln'ly-ownod proporly.
LETTER DATE DECD'S DOLLAR VALUE Of
ITEM FOR TOTAL VALUE
NUMBE. JOINT MADE DESCRIPTION OF PROPERTY Of ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A 10/15/9 Bal. Dauphin Deposit Bank C/D
1/88517 2,330.36 50% 1,165.18
Accrued Interest to 11/28/95 13.34 50% 6.67
2. A 8/23/71 Bal. Dauphin Deposit Bank
checking account 1/0038593408 4,104.80 50% 2,052.40
Accrued Interest to 11/28/95 2.14 50% 1.07
3. A 10/15/9] Bal. Meridian Bank C/D
1/4001609892 2,342.77 50% 1,171.38
Accrued interest to 11/28/95 14.27 50% 7.13
4. A 10/28/9 Dodge &. Cox Acct. 1/0500116527
239.828 shs. @ 69.36 16,634.47 50% 8,317 .23
5. A 10/28/9 Dodge &. Cox Acct. 1/0500312084
37.848 shs. @ 69.36 2,625.13 50% 1,312.56
6. A 10/19/9l lnvesco Punds Acct. 1/1104362-1-1
123.488 shs. @ 12.83 1,584.35 50% 792.17
TOTAL (Also enler on line 6, Recapitulation) S 14,825.79
(II mote .pace is needed insert odd"';onol .he." 01 some .in)
Martdlan Bank
The Meridian Conter 01 Spring Ridge
P.O. Bo. 1102
Raading. PA 19603.1102
(610) 655.2477
. Merldlano Bank
Patar J. Strunk
Vice P,esident
Corporale Records ManagemenV
Regulatory Applications
December 27 1995
Robert M. Frey, Esquire
5 South Hanover Street
Carlisle, PA 17013
Re: Estate of: Frances G. Gn:ene
Date of Death: 11/28/95
Dear Allomey Frey:
We received your leller dated December 13, 1995. Our records indicate the following
accounts and balances as of the date of death:
Date Date Accr.
Account /I Account Title Opened Closed Princinal Int.
CK 32430341 Frances G. Greene 10/17/95 S 2888.34 1.50
CD 4001609892 Frances G. Greene 10/15/91 2342.77 14.27
or Patricia A. Wein
Should you have any questions, please contact Deborah Mengel, Compliance Specialist, at
(610) 655-4212.
Sincerely,
Y~_~L~~
Corporate Records Management
PJS/dm
CK = Checking SV = Savings CD = Certificate of Deposit SD = Safe Deposit
,.
lIV.Ul0 I.. P"7)
.
SCHEDULE G
TRANSFERS
COMMONW'AUH O. PlNNSYlVAHIA
IHH'."AMc. 'AX anuaN
IIIIOIHT OICIOINT
PLEASE PRINT OR TYPE
fiLE NUMIIEI(~c.=~ -~=-------~.-
ESTATE Of
PRANCES O. OREENE
21-96-95
THIS SCHIDUU MUST BI COMPUTlD AND f1UD If THI ANSWER TO ANY Of THE QUESTIONS ON THIREVIRSE SIDE Of THE COVER SHIET IS YIS,
ITEM DESCRIPTION Of 'RO'ERTY TOTAL VALUE DECD. DOLLAR VALUE
EXCLUStON l~ Of DICE DENT'S
NUMBER '1tCIuJe nGl'M 0I1b. froMItrM, hit reIafionllHp If) Jtc.J,nt, dott 01 'ronl'.r, Of ASSET INTEREST
1. Net proceeds or sale or 841 West Louther
Street, Carlisle, Pa. 50,054.74
TOTAL (Also ,nl,t on lin, 7. Rlcoplhllollon1 S 50,054.74
(II mort span is ANdeJ, WUlff odtlifjonol .II..ts 0' 10m. Iin.J
ua 0.,.,..... 'I............
.... "',.. 0....... ,.j=
01.1.... "".,,,,
IrPf of lo.n
I. 0 FHA '.0 flHA ]. 0 Cony, Unlns 11, JI~.r
MY-II'OS6
OVA S.@Conv Inl.
E: T'''I form " rumlltlld 10 g.... rOV I llIlImenl 01 actual "1l~1 CO'II. Amounll Plid 10 and hr 1M HtllemWll agent.,. .hOwn,
II"'" IN''td .p.o.c,. ..,. p'1d out,idI 01 clothg; tNy III ,hewn '*" lot .,rormaUoNI put'pOH& Ind It. not hc~ h U. klUlI.
NAMe AND ADDRESS OF BOFfIOWER: ["l~ A. AII)'.nd Cero1 A. All)'
IS South Hlinovu Itr..t. Apt. !t. Carl 111.. ,... I7DU
"I,lel, A. V,ln.net lllth c. W,ln
IO!! [nt"I,t1, Court, \l1I_lnoton. D( Uloa
.It !'orl.... Corp. of Awrlu
2000 Odord Orl.,., lrd rloor, e,thtl "''','A ISIOI
141 W.tt Lout....' Ur'll
LOCAT1ON: '.rI1l1., ,,, 1I0U
81 n.EMI!HT AGENT:
IUC! (;IF ll!TTl!MENT,
1111 . lS-m0l1l1
S!TTUMENT DATE:
lo.n ikd)u
01.111011.,.
Mort.... In.ur.nu tu. 11.1'
HAM! AHD ADDRESS 01 SEUER'
HAM! AND ADOAESS OF LENOER:
PAOf'!ATY
HAllrY . V()($ AttorM)" .t lIw
II V. '0.'''' Stnlt. SuIU t. Cull.h, 'A, 11013
.. .......... ....,.. I' ,.."...
...""....UN
'".0....... ....
.. ,...... . If
..
5 000. 0
2 324.39
,
AOJUSTMENTS FOR ITEMS PAlO BY SEUER IN ADVANCE,
....
....
ADJUSTMENTB FOR ITEMS PAID BY SELLER IN ADVANCE:
IN OIl II...'....
''',C..I,,,",
.........."'.."
'N
..
.... ",..,''',
..
5 20 9&.12 31 96
5 20 96.. 6 30 96
",.c...1 I.... 5 20 96,,12 31 96
.... ............ 5 20 96" 6 30 96
...
III.
UI.
n,
". Id v.t., thru 5/31111
....
fH.
...
" td V.tlr tll", 5/31/1&
AMOUNT DUE FROM BomoYiER:
HT8 PAID BV OR IN BEHALF OF BomowER:
57 , 449 . 09 420. OAOSS AMOUNT DUE TO SELLE'"
500. AEOUC11ONS IN AMOUNT DUE TO SElLER:
1 000.00 HI. 1_.., 4..... 1M "'trllC1le'"
52 250.00 10.. .......... ella' It I'...., "'I UOI
r...... . I.......~..
IM'I ,.flrlt ....
IK '....I.M....~.......
...
..,.
....
...
55,124.70
'.0....... .....,,_.
. ....... .1..... I
II ...,....,'"'"
5 069.96
ADJUSTMENTS FOR ITEMS UNPAID BV SEllE'"
AOJUSTMENTB FOR ITEMS UNPAlO BY SEU..EA:
".. Ot ,.,.. ,....
IU. C._I ,....
.11..........."
..
..
..
Ill. Or II.."'" ..
.Il.c..... ,,- ..
......"1- ..
".
'"~
...
...
."
'"
...
,n.
'"~
,,,
. TOTAL PAID BV,fOR
BORAOWE'"
ASH AT SETTlEMENT F'ROMJTO BORROWER:
. I,
lI.. ""1'11 lid b "01' borrowtr line no
. CASH I (!tAoM11 0 TOI BORAOWER'
53,250.00 520.
lIOO
TOTAL AEDUcnoos
IN AMOUNT DUE SEllER:
CASH AT SETTlEMENT TOIFROM SELLER:
, .
l,.. rt6.JctOn. In ..t. ctJ. ull" lint 510
CASH ( ~TO) I 0 FROMI SEllER,
5,069.96
57 449.09
53 250.00 &O!
4,199,09 lIOO.
55 124.70
5 069.96
50,054.74
HUD-l (3-86) . RESPA, HB 4305,2
PAGE 1
'."UIII.. 1"1,
ITEM
NUMBER
A.
.......__.~
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONW'AUH Of '[NNSYlVANIA
INHUnANCf 'A. IffUIN
.[lID(N'DlC(D(Nf
Plio" Prlnl or Ty I
FRANCES O. OREENE
DESCRIPTION
1.
Funlral Expln.I.'
McCreary Puneral Home, cremation
Westminster Cemetery, burial and grave marker
Oeorges' Plowers, graveslte Clowers
Allison United Methodist Church, honorarium for minister
Allison United Methodist Church, honorarium for organist
B, Admlnl.lrallve Co.I.,
A,
C.
1.
2.
3.
A,
5,
6,
7.
8.
1.
Penonol R'p..sentative Commission.
Social S.curity Number 01 P.rsonal R.p....ntatiye:
V.ar Commission. paid
2,
A"orney Fo..
3.
Family Ex.mption
Claimonl
Add..ss of Claim anI at d.c.d.nt'. d.oth
51...1 Add..ss
Cl1y
5101.
Zip Cod.
R.lotion.hip
Prcbal. Fo..
MI,clllan.ou. Expon...,
Carlisle Propane, home heating fuel
PP&.L, electricity
United of PA, telephone
Carlls]e Suburban Authority, water and sewer
PP&.L, e]ectrlclty
United of PA, telephone
Bureau of Motor Vehicles, duplicate automobile title
Aetna, fire insurance
TOTAL (AI.o .nter an lin. 9, R.capilulotion)
(II moro .pacI I. noodod, In.orl additional .h.... 01 .am. 11.'.1
21-96-95
AMOUNT
1,682.00
1,074.00
75.00
75.00
35.00
0.00
2,500.00
0.00
44.00
347.90
14.76
22.07
26.25
16.00
16.70
5.00
214.00
5
t/
/5' !;? . 'i
r L
(
.
REV-1547 EX AFP.(lZ-951*
cOMOOHWlALtH ~ ptMMSYLYANIA
Jl(PARtHDIt ~ I(VlHIJ(
.'''fAU Of INDIVIDUAL taXES
DEPT. 110601
~lSIURG, Pi 171'..0'01
ACN 1 01
NOTICE OF INHERITANCE TAX
APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAX
DATE 0.9-10.-96
FILE NO.
DATE OF DEATH 11"28-95 COUNTY CUMBERLAND
NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUB"IT TNE UPPER PORTION OF THIS Fa. -,'1 JR - (
PAY"ENT TO THE REGISTER OF WILLS. "AKE C~ECK PAYABLE to "REGISTER OF WILLS, ,..
REMIT PAYMENT TO:
RDBERT M FREY
5 S HANDVER ST
CARLISLE
REGISTER OF WILLS
CUMBERLAND. CO COURT HOUSE
CARLISLE. PA 170.13
PA 170.13
\ A.ount Rooltt.d- ~
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
ii'iV:i54j-EX-AFP-n'Z:95Tiiii'fiCE--OF-YHHEiiiTAiiCE-YAiC"APjijiiiisEHiiir;-Ai.towiiHcE-oli--u-u----------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GREENE FRANCES G FILE NO. 21 96-0.0.95 ACN 10.1 DATE 0.9-10.-96
..
TAX RETURN WAS, I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Rool Eototo ISchodUlo Al III
2, stockl one! Bondi ISchodulo BI 121
S. Clo.oly Hold Stock/Portnerlhlp IntorOlt ISchodulo CI. . 151
~. HortGOGo./Hotol RocolYoblo ISchodulo ~I I~I
5. Cooh/Bonk GopolltlIHllo. porloool Proporty ISchodulo EI 151
6, Jointly OWned Property (Schodulo FI 161
7, Tronoforo ISchodUlo GI 171
a. Totol A~loto
I CHANGED
.0.0.
,DO.
.00
,DO
3.814.54
14.825.79
50.054.74
lal
68.695.0.7
APPROVED DEDUCTIONS AND EXEMPTIONS I
t 10.,0.98.54
9, funorol Expon,,"/Ao., Coi 1/"1'0. E.ponlol ISchodulo HI 191
10. Dobtl/Hortg0g8 Llobllltlol/L1onl ISch.dulo 11 1101 .0.0.
11. Totol DoduotlOOI 1111
12. Hot Voluo of To. Rotum , 1121
IS. Chorltoblo/oovornaontol BOquOltO ISchodulo JI 1151
l~. Hot Voluo of E.toto Subjoot to To' Il~1
NOTEI If an a.....m.nt w.. i..u.d pr.viou.1Y, lin.. 14, 15 and/or 16, 17 and 18 will
. refl.ct figur.. that includ. the total of ~ r.~urn. a......d to ua~u.
ASSESSMENT OF TAXI
15, AaoUnt of Line l~ ot Spoulol roto 1151
16. ~t of Line l~ t..oblo ot Lln.ol/Cloll A roto 1161
17. AaoUnt of Line l~ t..obl. ot Collotorol/Clo.o B roto 1171
la, Prlnolpol T.' Duo
TAX CREDITS I
PAY"ENT
DATE
0.2-27-96
0.6-0.4-96
lD.OQA 1;4
58.596.53
;0.0.
58.596.53
.0.0. X .0.0..
58,596.53 X .0.6.
.0.0. X ,15.
Ilal
,DO.
3,515.79
,DO.
3.515.79
RECEIPT
IlUlIBER
AA1l2567
AA1l2895
DISCOUNT It I
INTEREST I-I
156.0.0.
,DO.
AI\OUHT PAID
2.964.0.0.
395.79
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,515.79
.0.0.
.0.0.
.0.0.
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF .ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 'I, NO PAY"ENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
'n
.
nn
s (~.
,-
.,
:,\
,,~
J\"'
In
-r:J
~
a-
. ~J
.'
(11
'0
RESERVATIONI E,lat.. of dec~t. dwlng on Dr belat. Dec.-ber 12. 19.2 -- If any lutu,.. Int.r..t In the I.tatt I, tren"'rr~
In po.....lon Dr enJo,.ent to Cl... I (colll'aral' beneflclar... of the decedent .,t.r the IXPlratlon 0' eny ,,'at. far
II'. or for weer., ~ C~lth hereby IXPr....y r.l.tv.. the right to appral.1 ~ ...... tten,'.r Inherlt~. ,....
at the ."'ul Cl... . (col1,'.r,1) rata on any luch future lnt.r..t.
......
PIIIPOU OF
NOTICE I To fulflll the """rMeftla of Section UU of the Inhllrlhncl Md E,tat, T.. Act, Act ZZ of 1991. 7Z P.S.
Section 2140.
PAYJENTI Detech the top portion of thl, Hotlu ... ,ut.1t with you,. p..,...,t to the R....hr of WUII printed on the ,.ew,... .lde.
....,... chKk Dr __>> orlMr p,ytlbll tOI REGISTER OF MILLS, AGENT
All Plyantl rKllv'" ...11 flnt be ~l1ad to any lnt.r..t which ..y tHI due with .,y ,....lndt1r applied to the ....
REflJND (CA)I A ,..flftd of . tn crlldlt, which "'.. not requeltecl on the TalC R.turn, .ay be req.,..tH by capl.tlng M "Appllc.tlon
for A"\nS of Pennnlnnl. Inherltenc. end E.t.t. Tu" (REY-UU). AppIlClltlon. .r. .v.nMI, .t the DfUc,
of the R..I.t.r of Willa. eny of 4he 25 Revenue Ol.trlct Dfflc... or by c.lllng the .peclal 24-hour
en....rlng IIrvlc. nueben for for.. orderlngl In P......ylvenl. 1-100-362-2050. outsld. P.,..".ylv",l. "..
vlthln 1000I Harrltburg .r.. (717) 717-1094. 'DDI (717) 712-2152 (HI.rlng 1.,.lred Only).
DIJECTIClCSI Any p.rty In Int.rllt not ...tllfled vlth thI eppulllMnt, .UOtfenc. or dl..UIMfInC. of deduction., or ........,..t
fif tu (Including dllCOW1t or Int.rllt) .. ahown on this Hotlc. au.t object within .hcty (60) day. of rec.lpt of
thl. Notlc~ byl
--written prot..t to the PA o.,.rt-.nt of A.venut, loard of appe.I., Dept. 2ItOZI, HarrlJburg, P. 17121-1021, OR
......lectlon to hr#e ttMl ..U.r detl...lned .t 8Ud1t of the ecCOW1t of the Plr.0NI1 npr..."t.Uv., DR
--."..1 to the Orphan.' Court.
ADMIN
ISTIATlVE
CORRECTIDHII Factusl .rror. dl.cov.red on thl. ........,..t ahGuld be eddr...ed In writing tOI PA Dep.rt-.nt of A.venue,
Jurlau of Individual T...., ATT"I Po.t A......ent R.vlew unit, Dept. Z10601, Harrl.burg, PA 17121.0601
Phone (717) 717-6505. Sea P~ 3 ,f thl bookl.t "In.tructl6n. for Inherltenca Ta. Raturn for I R..ldant
Decadent" (REV-1501) for '" ,xpl~tlon of ~Inl.tratlv.ly correctable .rror..
DISCDUHTI
If eny tax due I. paid within thr.. (3) c.lend.r .onth. aft.r the dlcedent'. dlath, . flv. p.rcent (5~) dl.count o.
tM tu PIIld Is allOtf1C1.
PENAL TVI
1M 15~ tu ....ty non-partlclp.tlon penalty I. cDIIPUtlld on the tot.l of the tu end Int.rllt ......ad. and not
paid bafor. Janulry II, 1996. the 'Ir.t day .,t.r the end of thl tu -.nait, Plrlod. Thl. non.partlclp.tlon
,.,.lty Is appaalMI. In thl ... ..,...,.r end In the thl .... U_ p.rlod .. you would ."..1 the ta. end Inter..t
tNt h.. been ......ed II Indlc.tlld on this notlc..
Inhr..i II chlrgad beGI,.,lng vlth flnt da, of delinquency, or nl". (9) ~t,;. end OM (1) day Ir. the data of
duth, to the det, 0' p.yaent. Tu" which bee.. delinquent bafor. January 1, 19.2 bait Inter." .t the ntl of
.1lC ,,%) Plrcent Plr WW'IUI calcullt" .t . d.U, nta of .0001". All tlu. which bee.. d.lInquent on and .ftar
January I, I'.! viii ba.r Intar..t at a r.t. which will v.ry froe c.lend.r ,.ar to calendar y.ar with thlt r.t.
WWK.nCad by the PA DIp.rt...,t of R.v......... ThI ~lIcabl. Int.rut nt.. for 1912 through 1996 ani
. .
INTERfITt"
!!!r Int.nlt Aata a.llv Int.r..t Factor !!!r Intlr..t Aata Dallv Int.rllt Factor
1912 Zn .000541 1917 9X .000247
1915 16% .000411 1911-1991 IIX .00OSOl
19" IIX .00OSOI 1992 9X .000!47
1915 In .00OSS6 1993-1994 7X .000192
1916 .10:11: .000274 1995-1996 'X .000247
--Interllt I. c.lcul.tad .. 'ol1OtfIl
INTEREST . BALANCE O( TAX UNPAID X HUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. t.tuad .ftar the t.lC bacoee. delinquent will r.'lact an Int.r..t c.lcul.tlon to fl.tean (IS) day.
bayond the det. of the ........"t. If p.,.."t It .eda .ft.r thll Intarut coaput.Uon d.t. shown on the
NoUe., additional Int.rllt .:...t ba c.lculated.
..
.
STATUS REPORT UNDER RULE 6,12
Hame of Decedent: if ,to I(
Date of Death: nb,,-v-<f'7
will No,
~. WI TTc.C
I Iff. J-
I
Admin. Ho. 19qr~&t1qr
pursuant to Rule 6.12 of the supreme Court orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes f Ho
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answe~ to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No (c .
b. The separate orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ~ No
d. copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
cerk of the orphans' Court and may be attached to this report.
ppVf (IJ' c---
signat.ure
5 jttJ'J, C foil C fiO uf)
Name (P le~se typeL or. pr.i!}t )
)1.l)1 ,IV rwtlT J"~
HAM ') 1,-_"1 (11'1- I)(t"
Address
Date:-421 /q!
I
----
,
,
t.,
--r
N
17n I 2) v- tj" 'f I
Te 1. No.
. ,
'.~-\
capacity: personal Representative
~counsel for personal
representative
~. .
, .
- -'
''')l;
(MAM: rmfl AM3)
pTATUS RBPORT UNDER RULE 6.12
Name of Decedent:
PRANCES O. GREENE
Date of Death:
November 28, 1995
Will No.
Admin. No. 21-96-0095
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
September 19, 1996
~h,~
Signa~ure ;'
Robert M. Prey
Name (Please type or print)
5 S. Hanover Street, Carlisle, PA 17013
Address
lrl
.. ,
.'
I.'.'
.'.
,
D,
Q.
'~I
",
'I'"
c;:~.
',.,
~'J \
( 717) 243-5838
Te 1. No.
:... :3
UU
Capacity: Personal Representative
X Counsel for personal
representative
(HAH:rmflAM3)