HomeMy WebLinkAbout96-00106
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PETITION FOR PROBATE and GRANT OF LETTERS
No....dJ -'1lt, - [O&;
To: Regllter of Wills
County of Cumberland In the
Commonwealth of Pennsylvania
Estate of AL TAM. SCOTT
allO known al . DecelUCd.
Social Security No. 174-115-1161
The petilion orlhe undersigned respectfully represents lhal:
01\.'(.'1 (C'"
Your petilioner, who is 18 yems of age or older. iSA {heAexecutorsnnmed in lhe last ~vill of lhe above '" Cl'
decedenl. d.1ledJune 23. 1989, I'lv,.dit J4, iJnnr.(..I(/v. d/J",r"c.(~N(,I.t" d<..<.c/""" .4.!ISOJI/,.Itf'S'
Decedent wns domiciled nt denlh in Cumberlnnd County. Pennsylvania, wilh her last fnmily or principnl
residence nt 700 Walnnl 60110111 Road, Cnrlisle. Pennsylvanin 17013,
Decedenl.lhen 85 ycars ofnge. died Februnry 3. 1996. at Carlisle. PA,
Except as follows. decedent did not marry. was not divorced and did not have a ehild born or adopled after
c.xccution of the will olTered for probale; was not the victim of a killing and was never adjudicaled incompetent.
Decedent at dcalh owoed property with estimated values as follows:
(If domiciled in Pa,) All personal property
(If not domiciled in PD,) Personnl property in Pennsylvania
(If not domiciled in Pa,) Pcrsonal property in County
Value of real estale in Pennsylvania
siluated as follows:
TOTAL
$198,000,00
$ N/A
$ N/A
$ N/A
$ 198.000,00
WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented
herewilh and lhe granl of lellers leslnmentary thereon,
1 vtd.~
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner above-nnmed swears that the stalements in the fon:going petition arc lIUC and corrcctto the
.... ,,,,. ,__ ,r",""" ,ml """,..,... r~, tive of the above dcccdcnt pe, titioner will well
and 1IUly administcr the estale according to law, ' )
Sworn to and subscribed' J~.~ ,~' ;{-; / b; Ii, in " ~
befon: me this 6TH DONNA R STlITENROTH
day of Fcbruary.1996,
-t 1 (J lI)' I( ( I' " /
r 'I, t. ,71t ,) Lt .(01 .'.J..':.___/I, !.' II l
/MARY C. LEWIS Register
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W~d~~~
I, ALTA H. SCOTT, of the Borough of Carlisle, Cumberland
County, Pennsylvania, do hereby make, publish and declare this to
be my last will and testament, hereby revoking all wills
and codicils heretofore made by me.
1. I direct my executrices to pay all of my debts, funeral
and administrative expenses as soon as convenient after my
decease.
2. I authorize and empower my executrices to sell any
realty owned by me at my death, at either public or private sale,
and to give good and sufficient deeds therefor, in fee simple, as
I could do if living.
3. I devise and bequeath all of my estate of every nature
and wherever situate as follows:
(a) To St. Hary's United Hethodist Church of
B10servi11e, Pennsylvania, the sum of
$1,000.00;
(b) To the American Cancer Society of
Carlisle, Pennsylvania, the sum of
$250.00;
(c) To the American Heart Association the
sum of $250.00;
(d) To Louis A. C1ugh of Carlisle, Pennsyl-
vania, the sum of $2,000.00;
(e) To Leopold A. C1ugh of Carlisle,
Pennsylvania, the sum of $2,000.00;
\
(f) To Eugene and Donna R. Stutenroth of
Carlisle, Pennsylvania, the sum of
$2,000.00, share and share alike;
(g) To Raymond O. and Hary I. Thumma, the
sum of $2,000.00, share and share alike;
(h) All my clothing is to be given to
charity or missions;
(i) All my Jewelry, dishes and personal
items are to be given to my sister,
Alverta H. Barrick. Anything that she
does not want shall be given to Donna R.
Stutenroth; and
(J) All of the rest, residue and remainder
of my estate I give, devise and bequeath
to Alverta H. Barrick and Donna R.
Stutenroth, share and share alike. If
Alverta H. Barrick is deceased at the
time of my death, then her share shall
be given to Donna R. Stutenroth. If
Donna R. Stutenroth is deceased at my
death, her share shall be given to Louis
A. Clugh and Leopold A. Clugh, share and
share alike, or, if they be deceased,
then to their children share and share
2
IlIO'''-11 RIV 'Hll",
TIlis is to certify r1HH lIu' informiltion hl'Tt.' ~i\'cn is (Urrl'ld)' fopil'll (~1I111 .111 ori~illJ~. cl'rlifk,Ht.' of lit,nl., .du,ly
Local Registrar. The oTigiltJl l"(.'rlifiCiIlt" will he forw;lfllttlltl Ihe St,lll' VIl,tIltl'fllhloi Oflll"l' (or PCTI11.II1\'1II "Im~.
WARNING: 1111 Illegal to dupllcale Ihll copy by phololtat or photograph.
Iiled wi,h l11e ...
,
3341913
No,
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Fl'C IlIr thi, rcrrilic,l!c. S2,(KI
FEB, ~;__,~~~______
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H1"'AI""'.awr
CO"UONWEALTHO' PlNNSYLVANIA' DIPAATMENT 0' HEALTH' vnAL AlCOROS
CERTIFICATE OF DEATH
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Oct.16,191
'''1''''~0II
IOCI.lI.U"""""'ttUVUJI
. 174 - 05 1161
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. Alta H. Scott
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. Feb. 3. 1996
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700 lIalnut Bottoll Rd.
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I"t"........ Joseph A. Pion DO
100 S. IIlgh St. ,Newville. PA 17241
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RECEIVED FROM,
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ACN
ASSESSMENT P:I
CONTROL i;I
NUMBER
AMOUNT
IRWIN HAROLD SIll
36 S PJTT STREET
lul
.IU,'f;:JU.I:ll::
CARLJSLE, PA 17013
SSN 174-0:5-1161
(fiRST) (Mil
REMARKS
m TOTAL AMOUNT PAID
.10.930.82
VZ
HAROLD S JRWIN JIJ ESQ
SEAL
. CHECK" 2301
RECEIVED BY i"
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S1bNAlUlI
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REGISTER OF WillS
MARV C. LEWIS
REGJSTER OF WILLS
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
.,
'*'
COMMONW(Al'H Of '(NNsnYANIA
DE'AUM(N' OF R(\I(NU(
D('1. 1I0601
HAUISlUIG.'A 1712..0601
DfClDlN' NAMlllASl. mu. AND MIDDU INITIAll
15
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III
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Scott Alta M.
50ClAl UCUllTY NUMan
174-05-1161
/5-gZ- /3
---
....
fOR DATlS Of DIATHAnU 12/31/91 CHICK HIli
If A SPOUSAL
POVUTY CIIDIT IS CLAIMID 0
fiLl NUMII.
21
COUNTY CODE
96
YEAR
0106
NUMBER
DIClDlNI'!. COMPUTl ADDIE!.!.
~ 1. Original R,'urn
o 2, Supplemental Relurn
o .c. L1mit.d Eltal. 0 Aa, Future Inlerlll Camp rami..
(fa, do'" 01 d.alh all" 12,12,B21
[E 6. DIC.d.nt DI.d Tlltat. D 7, D.c.dent Maintain.d a living Trull
(Allach copy 01 Will) (Allach copy 01 T,u..)
ALLCORRUPONDENCI AND CONPlDENTlAL TAlC INFORMATION SHOULD BE DIRECTED TOI
COMPLlTl MAILING ADORU!.
36 South Pitt
Carlisle, PA
1. R.al E.'al. (Sch.dul. AI
2, Slac~. and Bond. (Sch.dul. BI
3. elo..ly Held Slac~/Pa"ntt.hip Inl..... (Sch.dul. C)
.c. Mortgagll and Nol.. R.c.lvabl. (Sch.dule 0)
5. Calh, Bank D'polill & Milc.llan,ouI P.nonol Prop.rty
(Schedul. EI
6, Jainrly Own.d Prap'''y (Sch.dul. F)
7, Tran.lmISch.dul. G) ISch.dul. I)
8. Tolal Grall An," (tolal Llnll 1.7)
9. Fun.rol bp.nl", AdminilUotiv. COlli, Mitc.llon,oul
bp.n... ISch.dul. H)
10. D.bll, Mortgog. L1abiliti.., Li.ns (Sch.dule I)
II. TOlal D.ductian. ('alallin.. 9 & 10)
12. N.t Volu. of ElIot. (L1n. 8 minuI lint 11)
13. Charitabl. and Go...ernm.nlol 8.quIIII (Sch.dul. J)
U, N.I Valu. Subj.ct 10 To. (lin. 12 minu.lin. 131
15, Spou.al Tranllm (far dOl" 01 d.a,h ah.. 6.30,94)
5.. Inllructlonl for Af,plicabl. Percentage on R.....,..
Sid.. (Includ. valu.. rom Sch.dul. K or Schedule ~,)
16, Amount of L1n. fA toxobl. 01 6% rot.
(Includ. valu.. from Sch.dul. K or Sch,dul. M,)
17. Amount of L1n. 1A toxobl. at 15% rol.
(Includ. volutl from Sch.dul. K or Sch.dul. M.)
18, Principal 10. duo (Add 10' Iram lin.. 15, 16 and 17.)
19. Cr.dill Spoulal Po....rty Cr.dit Prior Paym.nll
+
2D, lllin. 19 i. g..al..'han lint lB, .n,..,h. dill".n" an lint 20, Thi. i.,h. OVERPAYMENT,
mo
21. If Un. 18 'I 9r.oter than lIn. 19, .nl.r ,h. diH.r.nc. on lIn. 21. Thll il the TAX DUE.
A. Ent.r th. Inlerll' on the balonet due on lIn. 21 A.
B, En,..lhe 10'01 of lint 21 and 21A an IIn. 21B. Thi. i.,h. BALANCE DUE.
Mah Ch.ck Payabl. to, Reght.. ., Will., Agtnt
~15
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....
82
243-6090
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(1) NONE
(2)--NnNF
(3) NONE
(4) NONE
(5)_199,529.81
NONE
NONE
(6)
(7)
(9) 15.849.47
(101 --HONF.
(15) NONE
(16) 182,180.34
(171 NONE
Di"aun' Inler..t
+
700 Walnut Bottom Road
Carlisle, PA 17013
mberland
AMOUN' II:(ClIVlD I~U IN!.fluctION!.1
03,
05.
R.maind.r R.lurn
(far dol.. 01 d.alh p,ia, 10 12.13.B2)
Federal Ellote Tax R.lurn R.qulr.d
_ B. Tolal Number of Soft Depolit Box..
. ''';''~
:.',~ ',,~', .::7'.",-~
',:,
Street
17013
(B) _
199,529,81
1111
(121
(131
(14)
15,849.47
183,680.34
1. 500.00
182,180.34
x.__
NONE
10,930.82
NONE
x .06 .
x .15 .
(1BI
10,930.82
Clll'ck hl'rl.' If you Ofl' 'l.qul"ting 0 rdund of you, overpaymcnt.
(19)
(20)
(21)
(21A)
(21B)
10.930.82
NONE
10,930.82
-:TT:'T 177:'".... s""- f":";"..,.~ ..~.., ~ ,. ,
eO. I Jt.O."i........~ >~J~: ~ _ \ ~ ~o _ ~
Rd., Lot 45, Carlisle PA 17013
CAll
36 S. Pitt St,. Carlisle, PA
17013
3/ 7
3/ 7
/96
/96
Ad '48 of 1994 provld.. for the reduction of the tax rate.lmpo.ed on the net value of transfer. 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 decedent. dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for e.late. of decedenl. dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for e.tate. of decedenll dying on or after 1/1/97 and before 1/1/98
e Spou.al transfer. occurring on or after 1/1/98 will be ..empt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS.
1. Old decedent make a transfer and:
a. retain the use or income of the property transferred, .............................,.........................
b. retain lhe right to designate who sholl use the property transferred or its Income, ...............
c. retain 0 reversionary inlerest; or ...........................................................................,.......
d. receive the promise for life of either payments, benefits or core' .......................................
2. If death occurred on or before December 12, 1992, did decedent within two years preceding
death transfer property without receiving adequate consideration' If death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequale consideration'.,....,.,......."",.....,.,.,.........,.",."".......,...,...."..........,...,.."",.........
3. Old decedent own an iln trust for' bonk account at his or her dealh....................................... X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
VIS NO
..
X
X
X
X
'.
last Bill aub ~e$tamttU
I, ALTA H. SCOTT, of the Borough of Carlisle, Cumberland
County, Pennsylvania, do hereby make, publish and declare this to
be my last will and testament, hereby revoking all wills
and codicils heretofore made by me.
1. I direct my executrices to pay all of my debts, funeral
and administrative expenses as soon as convenient after my
decease.
2. I authorize and empower my executrices to sell any
realty owned by me at my death, at either public or private sale,
and to give good and sufficient deeds therefor, in fee simple, as
I could do if living.
3. I devise and bequeath all of my estate of every nature
and wherever situate as follows:
(a) To St. Hary's United Hethodist Church of
Bloserville, Pennsylvania, the sum of
$1,000.00;
(b) To the American Cancer Society of
Carlisle, Pennsylvania, the sum of
$250.00;
(c) To the American Heart Association the
sum of $250.00;
(d) To Louis A. Clugh of Carlisle, Pennsyl-
vania, the sum of $2,000.00;
(e) To Leopold A. Clugh of Carlisle,
Pennsylvania, the sum of $2,000.00;
M.rldl." B.nk
Tho Meridian Cenler al Spring Ridge
PO. Bo. 1102
Reading, PA 19603.' 102
(610) 655.2477
. Meridian' Bank
p.l.r J, Strunk
."0) P'l)';ldtJnl
:rJ'por:lf.' R'JCOrr)1 p."tlf1J(Jom8r",l/
q'Jquf,lIo'l .\ppl'c.lllon'j
February 22, 1996
Harold S, Irvin, III, Esquire
36 South Pitt Street
Carlisle, PA 17013
Re: Estate of: Alta M, Scott
Date of Death: 2/3/96
Dear Attorney Irvin:
We received your letter dated February 7, 1996, Our records indicale the following
accounts and balances as of the date of death:
Account ##
SV 8337903704
Date
Ooened
Prior to
1/19/90
Principal
15827.14
Acer.
In!.
51.28
Date
Closed
2/8/96
Account Title
A1ta M. Scott
Should you have any questions, please conlact Deborah Mengel, Compliance Specialist, at
(610) 655..'t212.
Sincerely,
r~u=l;q~~~
Corporate Records Management
PJS/dm
CK .. Checking SV .. Savings CD .. Certificate of Deposit SD .. Safe Deposit
03/0~/1996 15:~8
717-~43-8784
F IHt./'lC I I\L. TRUST CORP
PAGE 03
, '
-
FARMERS
TRUST
One West High Street P.O Box 220
Carlisle. Pennsylvania 170L'
OUI Mar~h 5, 1 ~9.;
1IlIrold S, Irwin
36 S. Pitt St.
carlisle, PA 17013
RII: Eitall of.
Alta Scott 174-05-1161
Oltl of Dllth
2/3/96
Dw
Mr. Irwin
In anawlr to your nquIIl concarnln9 accounll ownld, lither IIPullely M Jointly, by
thl IboVI nflrlnced dlCldanl and thl balancl In uch Iccount AI of thl dall of
duth, WI ItaYI chlCklId our recorda and are eubmlltln9 thl followln9 Infonllltlon In
dupllOltl. WI IUQ9Itt thl' you fill ona of th... IlItan aUlchad to thl PIllIlI1lvanll InYln'
tory fornu (RCCI to eubltantiltl thl ba\anCI you nport.
Noll that ",. havl "'own thl corrlCt raglstntlon for nch ICCounL AIao. Intl1'lll ICCNld to
thl all of dtlth, If IllY, \I Uatad U I .paretl ftvun.
VffY trUly youn.
~~
Doris Goodhart
CD/IRA dClpt.
cClrtificat~ 73720 was opene~ 1/7/88 for $3,650.43
with the interQst compounding quarterly. The
value as 0: 2/3/96 was $6.073,47. ThCl repcrtable
1099 intClr~et for 1996 to 000 is $116.83.
certificate 106800 was opened 12/16/94 for
$50,000,00 with the interest compounding
monthly. The 000 value waa $53.019.57. The
reportable 1099 interest for 1996 is ~138.63.
CertificatQ 122447 was opClnad 12/16/95 for $50,000,00 with the interest dClposited
monthly to her checking account, The 000 value was $50,124.18. The reportalbe
1099 intarest to 000 for 1996 is $338.35.
All of the certificates listed abovCl are registered to Alta M, Scott. alone.
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COMMONWlALTH 0' ,!NNSYLYANIA
INHUITANCI! we InUIN
IU'DINT DlelDINT
SCHEDULE F
JOINTLY-OWNED PROPERTY
UTAT. OF
FILE NUMBER
Jolnl Iononll."
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. NONE'
B.
c,
Jolnll,..wnocl ,,",port,.
ITEM LETTER DATI
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST
TlNANT JOINT
1. NONE
TOTAL (AI.o ontor on IIno 6, Rocopitulo'ion) S NONF. ,
(II more 'pac. ;, n..d.d ins.rt additional,"..,. 01 ,om. size)
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F
Alta M. Scott
ITEM
NUMBER
A. Funlral Explnll"
<to IIV-llIf...v-..,
B.
4.
C.
1.
2,
3,
4,
5,
6,
7,
8.
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Plio II PrInt or Tvpe
BIR
2196-0106
r
COMMQHWIAUH O' PENNSYLVANIA
INHnnANCE 'AX U'UItN
IIIISIOIN' OfCEDfN'
DESCRIPTION
AMOUNT
1.
Hoffman - Roth Funeral Home Inc.
5,155.00
1.
Admlnlltratlvl Callll
Penonal Representative Commlllions
Social Security Number of Penonol Representative:
Year Commllllonl paid
2,
Allorney Fees
Harold S. Irwin, III
9,976.49
3, Family e.emption
Claimant
Addrell of Claimant at decedent'l dealh
Street Addrell
City Stole
Relallonship
Zip Code
Probate Feel - Register of wills
264.00
MllelllanloUI hplnllll
Register Of Wills - File Inheritance Tax Return
Harold S. Irwin III - Notary Fees
Emerald Drug - Prescription Bill
25.00
10.00
123.98
295.00
Presbyterian Homes, Inc. - Nursing Home Bill
TOTAL (Also enler on line 9. Recopilulollon)
(If more IpaCI II nlldld, Inlert addltlonallhllll of laml 1111.)
s
11; Ada 04"7
""";~'.;'~;f-j~~+t<:A'lfJo~.";~.;.:-,,.;;.,;! '<;,'.,,~;.._,;'--:'~'.;,:;. ';r;~' '.
IlV.UL'.h p.11I
W
COMMOHWlAllH Of "H.nnYAHIA
INMllnANCI 'AlltrulN
1I1I0INf DlClDlNf
SCHEDULE J
BENEFICIARIES
.
ESTATE 0'
FlU NUMBER
AHa M. Scott
2196-0106
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A, Taxabl. Boqullto:
1, Louis A. Clugh
2. Leopold A. Clugh
3. Raymond O. & Mary I. Thumma
4. Eugena & Donna R. Stutenroth
5. Donna R. Stutenroth
Nephew 2,000.00
Nephew 2,000.00
Friends 2,000.00
Niece & spou e 2,000.00
Niece Residue,
ITIM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE 0' ESTATE
1.
B. Charilable and Governmental Bequelts:
st. Mary's United Methodist Church of Bloserville, P
American Cancer Society
1,000.00
2.
3.
American Heart Association
250.00
250.00
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI.o .nlor on lin. 13. Rocapitulollon) S
(II mare .poc. I. nlld.d, Inll" additional .h.." 01 .am. ....J
COMMONWlALTH OF .INNSYLYANIA
COUNTY OF CUM'ULAND
'l
J
u:
nnnn~ R. ~~~tanro~h
bolng duly sworn occordlng to low. doposos ond soys thot 5110 is the
executrix of the Estete of Alta M. Scott
lot~ of --Catl~e ...BDrDugh,__m _ . Cumborlend County, Po., docoo&ld ond thot tho
within is en Invontory mode by her, tho &lid executrix
of th. ontire ostote of &lid docodent. consisting of .11 the person.1 prop.rty end roolostot., ..copt rool .st.t. ouhide
the Commonwo.lth of Ponnsylv.ni.. .nd th.t tho figurll opposite ooch 110m of tho Invontory reprosont It's f.lr valuo
u of tho d.to of decodont's dooth.
March
~h
19
96
('
,. ') i ." .,
) -1" n ,/. /<' _Ii; I----<.c ~
~ Eucuto, . Adminht'lto,
sworn to
.nd subscribod bofore mo,
50 Bonnybrook Road. Lot 45
Carlisle. PA 17013
.Addr...
Doy
February
Month
1996
D.t. of Dooth
3
Vu,
INSTRUCTIONS
I. An Invontory must bo mod within thr.o months .ftor .ppointmont of person.1 reprosont.t1va.
2. A suppl.mont Invontory must bo mod within thirty d.ys of discovory of .ddltion.l us.h.
3. Addition.lshooh m.y b. .tt.ched II to porson.lty or ...Ity
4. Soo Artlcl. IV, Fiduclorlos Act of 1949.
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.!&~:;...,.",~::~:,:~~~_~~:~.~~':"O~::"',' -_.~.: :. ,,',.N-".' -."--..
......-.:,,;~_...-.-;.:..
Inventory 01 the real and personal estate 01
"-ita M. Scott
deceased
1. Meridian Bank - Savings Acct No. 8337903704
15,878. 2
1,806 22
67,047 76
6,073 47
53,019 57
50,124 18
i 5,321 86
: 61 69
I
I ,,.
19 10
'I .
, '
\
TO'fAL 199,52 81
2.
Farmers Trust company:
A. Checking Account No. 435856
B. Statement Savings Account No. 2-333185
C. certificate of Deposit No. 73720
D. Certificate of Deposit No. 106800
E. certificate of Deposit No. 122447
prepaid Funeral Expenses:
A. pennsylvania Funeral Trust
4. presbyterian Homes, Inc. - Refund
3.
5. Blue cross/Blue Shield - Refund
~)()
,
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COMMONWlALTH 011 PINNSYLVANIA
COUNTY OF CUM.llLAND
I
J
u:
nnnn~ R~uLp-nrn~h
b.lng duly sworn .ccordlng to I.w, dopolls and soys that 511. is the
executrix of the Estate of Alta M. Scott
I.t. of -Catli.a1.e. _llorough_h___. . Cumberland County, Po., decoolld and thot th.
within Is an Inventory m.de by her . th. IIld executrix
of th. .ntlre .stat. of sold dec.d.nt. consisting of all the personal prop.tly and rool estate. except rool estate oulslde
th. Commonwoolth of Pennsylvania, and that the figures opposite lOch it.m of the Inventory reprellnt lt'l fair value
II of the dote of decedent'l dlOth.
Marc
19
96
i-' ,
/ .) I ~
, -... /Jv ;\--:-/ .~/I::u -/;.,,, f'v!L.
- e.ecutor . Administrator
sworn to
and subscribed before me,
50 Bonnybrook Road, Lot 45
NolarlalSoal C rlisle PA 17013
Harold S, Irwin III. Notary bli '
Carlisle Bora, Cumberland un'" Add"..
y Commission Expl'o$ SOP! 4,'"
MorrOor. f'9rn;tMwia~ 01 I,::' .,
Dot. of Death
3
DIY
February
Month
1996
v..,
INSTRUCTIONS
I. An Inventory mUlt b. flied within three months after appointment of perlonal reprelentotive.
2. A luppl.m.nt Inventory must be flied within thitly days of discovery of additional a..els.
3. Additionallheels may b. attached IS to personalty or rlOlty
04. See Atlicl. IV, Fiduciaries Act of 19049,
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8 0 . H
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\0 ... ... ~ 0 u, .... a. =
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... > z .1 ... Ul
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.
....
Inventory of the real end personal estate of
Alta M. Scott
deceased
1. Meridian Bank - Savings Acct No. 8337903704
2. Farmers Trust company:
A. CheCking Account No. 435856
B. Statement Savings Account No. 2-333185
C. Certificate of Deposit No. 73720
D. Certificate of Deposit No. 106800
E. Certificate of Deposit No. 122447
3. Prepaid Funeral Expenses:
A. Pennsylvania Funeral Trust
4. Presbyterian Homes, Inc. - Refund
15,878.
1,806 22
67,047 76
6,073 47
53,019 57
50,124 18
5,321' 86
61 69
5.
Blue Cross/Blue Shield - Refund
,;" :?::i("l.O
. .......
1,."'. \"
, -
". ..
(~ "
c
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'fO'l'AL
1.99.52 81
()(;
I
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'.
I 6' -.5'.) - / 3
R!V-1547 !X AFP 112-95*
COfIOIW[ALTH OF PE~YLYAHrA
DO""":"' aF REVE:NJE
ItIt!AU Of IHDJVUIUAl TAxtS
DEP'. ZlIJ6Dl
HARRISIURG, PI 17UI.UOl
NOTICE Df INNERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
ACN 101
S
DAT! OF DEATH 02-03-96
C/v
DAT! 06-05-96
FILE NO.
COUNTY
CUHBERLAND
NOTE. TO INSURE PROPER CREDIT TD YOUR ACCOUNT, SUBHIT TNE UPPER PORTIDN OF THIS FORH WITN YOUR TAX
PAYHENT TO TNE REGISTER OF WILLS. HAXE CHECX PAYABLE TO "REGISTER OF WILLS, AGENT"
REMIT PAYMENT TO:
HARDLD S IRWIN III
36 S PITT ST
CARLISLE PA 17013
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Aaount H..ttted
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
iit:V:is4j-EX-AFP-nz:9sriiilTicE--oF-YN'HEiiiTANcE-TAx-jipjiRA-isEi'-Eiii'-;-A~iicE-O-Fi------i---------
DISALLOllANCE OF DEDUCTIONS AND ASSESSHENT dll !TAX C9. ,:n (,)
ESTATE OF SCOTT ALTA 'H FILE NO, 21 96-0106 ACNe 101 DAfE~ 06-05-96
L,
TAX RETURN WAS. I I ACCEPTED AS FILED I XI CHANGED SEE ~TACH,ED ,NOTICE
R!SERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Eototo ISchodulo Al
2, Stock. ond Bond. ISchodulo BI
S. Clo.oly Hold Stock/Portnor.hlp Intoro.t ISchodulo CI
4. Nortgoge./Noto. Rocohoblo ISchodub DI
5. C.ah/Bank Deposita/Hile. Person.l Property (Schedule El
6. Jointly Ownod Proporty ISchodulo FI
7. Transfera (Schedul. G)
a. Tot.l A...t.
I
-.J
III ~ ' , ,110 v
w
121 ;;;.00 ..
151 ..' '700 V1
141 .00
151 199.529.81
161 ,00
In ,00
lal
,
e;'-q,
199.529.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,849.47
9. Funeral Expen.../Ao.. Calta/Hile. Expen... (Schedule H) (9)
10. Cobh/Nodgogo LlobIlIU../Llon. ISchodub II 1l0I ,00
11. Totol DoducUon. 1111
12. Not Voluo of Tox Rotum 112 I
IS. Chorltoblo/Govornoontol Boquo.t. ISchodulo JI 1151
14. Not Vol... of Eototo SubJoct to Tox 1141
NOTE: If an assessment was issuad previously, linas 14, 15 and/or 16, 17 and IS will
raflact figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Aaount of Llno 14 ot Spou.ol roto 1151
16. Aaount of Llno 14 to.oblo ot LlnooI/Clo.. A roto 1161
17. Aaount of Llno 14 to.oblo ot CollotoroI/Clo.. B roto 1171
11. Prlncipel Tex Du.
TAX CREDITS:
PAYHENT
DATE
03-08-96
RECEIPT
NUIIBER
AA1l2592
DISCOUNT 1'1
INTEREST I-I
575.31
PAYHENT HUST BE HADE BY 11-04-96..
.00 x,OO.
,00 X .06.
182,180.34 x .15.
Ilal
ANOUNTPAJD
10,930.82
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1~,R4g 47
183,680,34
1,500.00
182,180.34
.00
.00
27.327,05
27,327,05
11,506.13
15,820,92
.00
15,820.92
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.I
"" .'
AfSERVATIDHI Eltat.. of decedent' dying on or before Dec-.ber 12, 19.2 -- If ~, future Int.r..t In the ..tat. I, 'ten,flrred
In po.....lon or .njo~t to el... . (coll,t,ra.' beneflelarl.. 0' ~ dee~t .,t,,. ~ ..,Iratlon of ~y ..tat. for
11'. Dr for y..r., the C~.lth hereby..,,,,,,., r...rv.. the right to .",..1.. and ...... trenl'.r Inherlt~. ,....
at the I~ful el... . (call,t.r,.' rat. on en, .uch lutur. Inter..t.
PIIlPOU OF
NDTJCfI To fulfIll the nqulr..."tl of hoUon Zl4D of the Inherltenc:. and htah To Act, Act lZ 0' 1991. 7Z P.S.
Sectlon Zl4D.
PA'nEHT1 DetKh tM top portlon of this NaUCI and .w.1t with you,. PIYHnt to the Reali'.,. of Willi printed on the r.v.r.. ,1_.
........ check or .oney or.r p.,lIbl, tal REGISTER OF HILLS, AGENT
AU paPMtI rec.lved 1he11 'lnt be ~lled to eny Int.r..t whIch .., be due with en, ,...1,.,. ..11ed to the tax.
RalIID (Clh A reftnl of . tu credit, which .... not r......ted on the hJC A.turn, ..y be requelted by cOIlPlatlng en "Application
for R,fund of Penn.,lv.nla Inherltenc:. end Estats T.xw CREV-1S1S). applIcations Ir. avslllbls at the Offlc.
of the A..Ist.~ of NIlls, an, of the ZS Rav~ DI.t~lct Offlc.s, o~ by cslllng t~ .,.01.1 Z4.hou~
an~~lng s.rvlca ~rs fo~ fo~.s O~de~lngl In Penn.vlvanla l-100-S6Z-Z0S0, outsIde Penn.ylvanl. Ind
within local Har~lsbur' sr.. (717) 717.10'4, TOO' (717) 77Z.ZZSZ CHe.rlng Iap.lred Only).
DlA:CTlONSI AnJ psrtv In Intln.t not ..Usfled with the sppralt..."t, allowanc. a~ dl..lIowanc. of dIclH:Uon., o~ ......~t
of tax Clncludlng dl.count or Int.~..t) ., shown on thl. Notle. .u.t object wIthIn .I.tv (60) day. of recalpt of
thh MoUca bYI
......rIU., prot..t to t~ PA Dap.rt.....t of R.VIlnUl, lo.rd of Appe..., Dept. lllOn, Har~lsbura, PA 17UI-lOll, OR
".Iectlon to have the ..U.r det.r.IMd .t audit of the ICcount of the ,.rlonIIl ~1P~..."tlUv., OR
..-.....1 to the Orphan,' Court.
AIlItIN
IITllAIlvt:
CORRECTlDHSI
'HtUll .rro~' dllCowred on thlt ........"t should ~ IIddr...ed In wrlUng tOI PA Dep.rt.....t of A.v.....,
lur.su of Individual T...., ATTNI Po.t A....lllnt R.vl... unIt, Dept. l10601, Harrisburg, PA 17lll-0601
Phone (717) 717-6S05. Set paoe S of the bookl.t wIn.tructlon. for Inherltanc. T.. R.turn fo~ a A..ldent
DtcedentW CREV.l501) for an .~lln8tlon of ~lnl.tr.tlv.ly correctlbl. .rror.,
DISCOUNTI
If any tax .. II p.ld wIthIn thr.. CS) c.lendar Hnth. .ft.r thl d4tcedent'. ...th, . flv. ,.rcMt C5~n discount of
the tax p.ld I. .lIowed.
PDlALTYI
The 10 tax ....ty non..p.~Uolp.Uon ,.,.Uy h CQlPUttd on thl tot.l of the tax Ind Int.r..t ......ad, Ind not
p.ld bIIfor. Jlf'lUlrv II, I"" thl flr.t day .ft.~ thl end of thl tax ....tv pa~lod. Thh non.pa~Uclp.Uon
penaltY h .....Ilbl. In the ... .."".~ rd In thl thl ... tI.. pa~lod II rou would appall the t.. rd lntlrllt
that ht. bIM .....tad II Indle.ted on thh noUc..
INTERlITI
Intar..t It chlrgad bIIlmlng ,dth flnt dey of dellnquencv, or nine (9) ....th. ... OM (1) day frOl the dlta of
....\h, to the dIIta of pav-'lt. Tax.. Nhlch bIc.. delinquent ~for. J.....rv 1, nil beI~ Intarllt at the nt. of
II. Cl):) parcMt par ..... c.lculatlld .t a dlUy rata of .0001M. All t.XII which bIc_ delinquent on tnd afta~
Januerv 1, 1..l wIll beI~ Int.ra,t at a rata which will v.ry frOl e.lendar yal~ to e.lenda~ y..r with that ~.t.
~td by the PA o.p.rt.lnt of A.v...... ThI BPPllclbl. Int.ra.t r.t.. for l'IZ through I"' .r..
!!!! Int.nlt R.t. D.lly Int.r..t Factor !!!! Int.tut R.t. Deily Int.rut FllCto~
nlZ lOX .OOOMI 1..7 'X .oon"
I9IS lOX .00"'11 1981.1"1 IU .aoosal
1'" IIX .aoosal 1"1 9X .000247
1..5 IJX .00OS56 1995-1994 IX .0aUtZ
I'" lOX .000274 1"5-1'" 9X . aa0247
"Int.r..t I. c.lcul.ttd .. follow'l
IKTERElT . IALAHCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
__Any Notlc. I..uad .ft.~ thl tIX bIcoeIl dlllnquent wIll r.fl.et In Int.r..t c.lculltlon to flft"" C1S) diy,
blvond thai det. of the ........"t. If ,lrHnt II Ada .ft.~ the Interut CQlPUt.Uon data thowt on the
Notle., 8ddltlonal Int.r..t .u.t be e.lcul.tad.
.
l-'!'-'.'
ir-,',~'!,;pl" ~
~~.-'
;.~, :.
,.. COMMOHWWTH Of PlNNSYLVANIA
t;: , . D!'AlTMfNT 0' R!V!NUE
l '~ IUUAU Of INDIVIDUAL TAllO
, DUT.210601
"",' HAlRISIURO.'A 17121.Q601
;1:illl!aDENT'S NAM!
hi'....
ai"
F
i).,'
:1,
~:' ..SCHIDUU !TIM
~'" ' NO.
'-';..
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
PIlE NUMIER
Alt. Scott
AeN
EX'LANAnON OF CHANGES
J
-1i~~~,.._It'P.b.!l-'fJl,_"Q!C'(~l_e!ldD_. 8,r!l. ,talCl!ble..8t _15.p~r_cent,. __ _______mm_____ .________
-,-_._--_.._--~--._--_._- ----.---- --_.~------- _ -- ... ..- -. _ +- -- _. ._.. -. -------.---. ....-.-----------.-- -----
------.--------- .._------ -_.~.' ..+,.- .---..- -.. - '"------- .,.. .. .-. -'. .'+. -.'..'.--....- .---,-------------------
------------- ---- ,-- ----.,.-- . .'- ----- ---. -- -- -- _.- --. - - - - .,. ---, ------.-- ---.. --. --.,. --. -------_.._~-- ,--
--------- - --- .---.,.- ..---- --~-_.._,--_.---'.-- ----- -----,.'. .,-,.-.,.,.---.,..----------------..---------
______________ .___ ..____'.____.___ _.__.,._. ___ _,__ .,_ ___.. _.,.,__._ _4_ __.4 ,___~ ___ .~._~ __ _h"_,__ _.____
__________'.___~ .________,h_._____._____.'.~ ,..~___~._ __.~_ _,__._4_~' . _____ .,___.__ ._ ____ _ ___.__.___ _____
__._____.,___. _. _____.__''''.....__.,_ ___,__. ,_..._ _____"'_ __ .__' ._4 __.___ _, _. . .___. ___ _.. ___._"'~_,_______,_._________
'----.___w'___,___.,______.,_,_ _ ._.4'_" ,.,__ ._.'__ _'. ~___
.
._-----~.....__. -
TAll EXAMINER:
Lba Carland
PAGE
"0$
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Cl
9
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'..... "
~
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a:
\0
P'
,j
.- to
"':>
GU
PAMH',
DIItHh the top portion of thh Notlc. end .~1t with your p.y.....t .ed. p'Ydl. to the n... end ~r...
prInted on the r.v.r.. .Ide.
If RESIDEN' D[t[DEN' ..... check or IIOMW order paw.bl. trl REGISTER OF WILLS, AGENT,
If NON-RESIDENT DECEDENT .M' check or .anew ord.r plyebl. tOI C0t1l10NWEALTH OF PENHSYLVANIA.
AU pav-nt. nCllved ah8U b. eppl1ed flnt to ."y Inter..t which ..y be due w1th Wly r...lnder eppllecl to the tIll.
Rff\ICD (CRh A nfWtd of e hll credit, .....Ich .... not r.que.ted on the TIll R.turn, ..y b. reque.ted by CQIIPI.U,.. WI
"Appllc.tlon for R.fund of Penn.ylvWlI. Inharltenc. end E.tet. T... (REV.ISIS). Appllcltlon. .r. IVlllebl. .t
~ Off Ie. of the Regl.t.r of WIlli, ,"y of the Z1 R.venue DI.trlct Of'lc.. or fro. the O.part-.nt'. Z4.hour
Wlswerlng ..rvle. nutbtr. for 'orl' orderlngl In Penn.ylvWlII 1.800'16Z.Z050, out.ld. Ptnn.ylv,"l.
end withIn loc'l Harrl.burg .r.. (717) 781.8094, TDD. (717) .77Z.225Z (H.arlng lepllrtd only).
REPLV '01
Due.tlon. r.g.rdlng .rror. contlln.d on thl. notlc. .hould b. .ddr...td tOI PA D.p,rt.tnt of R.venut, Bur.to
of Indlvldutl ,...., A'THI po.t A......ent R,vl... unit, Dept. 280601, Harrl.burg, PA 17128.D601, phone
nln 787.6505.
DISCOUNT 1
If ,"y t.1C due I. Plld within thr.. (11 c.lendar eonth. eft.r the decedent.. d.eth, . 'Iv. p.rcent IS%I dl.count
of the t'lI plld I. .llowed.
PENAL",
The ISX t.1I .-nt.ty non.p.rtlclp.tlon Ptnllty I. coeputed on the tot'l of the t.1C end Int.r..t ......td, end not
p.ld b.for. Januery 18, 1'96, the 'Ir.t dey I,t.r the end of the t.. aeoe.ty p.rlod.
INTEREST I
Int.r..t I. charged b.glnnlng wIth flr.t d.w of d.llnquency, or nln. (" .onth. end ana (II day froe the d.t. of
dI.th, to thl detl of payaant. T.xe. which b.c... d.llnquent b,'or. Jenu.ry 1, 1982 b..r Int.r..t et thl retl 0'
.Ix (6%) p.rcent per ~ calcul.t.d .t I d.lly r.t. 0' .00DI64. All ta... which bee... delInquent on end ,'t.r
Januery 1, 1982 will b.ar Int.r..t It I rltl whIch .,111 y.ry 'r~ c.I~.r y..r to c.llndar y.ar with thlt rat.
ennounc.d bW the PA Oap,rte."t 0' R.y~. 'he applledl. Int.r..t r.t.. 'or 198Z through 1'96 er"
V.er Inter..t Rat. Dally Int.r..t Fector V..r Int.r..t R.t. O.lly Intar..t F.ctor
--
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1.15 UX .aaUS6 1995.1994 7X .DDDI92
1.16 lOX .0ODZ74 1995.19" ox .DDOl47
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INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DU L Y INTEREST F ACTDR
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beyOnd thl det. 0' the ......unt. If pepent It qdt .lter the Interllt eOllPUhtlon d.t. shown on thl
Hotle., tddltlonsl Int.r..t .u.t be cllcul.t.d.
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STATUS REPORT UNDER RULE 6,12
Name of Decedent: ALTA M. SCOTT
Date of Death:
Will No,
February 3,1996
21-1996-0106
Admin No. 96-0106
Punuant to Rule 6.12 of tbe Supre!lle Court Orpbans' Court Rules, I report tbe
following with respect to completion of tbe administration of tbe above-captioned estate:
I.
State w~~dministration oftbe estate is complete:
Yes No _'
2, If tbe answer is No, state wben lbe personal representative reasonably believes tbat
tbe administration will be complete:
3, Iftbe answer to No. I is Yes, state the following:
d, Copies of receipts, releases. joinders and approvals of fonnal or infonnlll
accounts may be filed witb tbe Clerk of tbe Orphans' Court and may be attacbed to lhis
report,
CD
- M
o ':"'!~
, 0\
Ju~~h, 19%
:.:; 0 r--
-
b,
account is:
c,
interest?
a,
Did the personal representative file JAinal account with the Court?
Yes _', No .J.L-
The separate Orphans' Court. No, (if any) for the personal representative's
NIA
Did the ~/al representative state an account infonnally to the parties in
Yes No _
t....
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08
36 Soutb Pitt Street
Carlisle, PA 17013
717-243-6090
Attorney for Estate of Alia M. Scott