HomeMy WebLinkAbout96-00203
PETITION I"OR PRODA n: Bnd GRANT 01' u~rrERS
Nn. __2!:::Q6=--,^ L~ '1 ~ . ~ 03
To:
B,alt ,(f EDNA K. THUMMA
alw known liS
ReRhler of Wills for lhe
. /)"('taIl'd. CoulllY 01 -CJImberland_ in Ihe
SlIdal Stru'/I", Nil. .--JJ!.2-14-5004 Conunnnweallh nf Pennsylvania
The peHllon of Ihe undersigned respeclfully represellls Ih'll:
Your pelilioner(sl, who is/arc 18 years nf age or nlder an Ihe execUI or
in the laS! will of Ihe abnve decedeul. daled February..22.
and eodicil(s) daled nonc
named
. 19-11-
(i.late rclc\.unl ciu:llImtnlu:c\, C'.[I:. renunciation, tJC'iuh uf c'rculnr. Cle.)
Decendenl was domiciled al dealh in Cumbcrlnnd CounlY, Pennsylvania. wilh
I~r lasl family. or principal residence at 00 Church Road. Carlisle, I' A 17013
Pcnn TownsbiPl
(Ii\l \Irccl. number anL! mundflalil)')
Decendenl,lhen 82 years of age, died ~, ,19 96
01 LCBder Nurslng.1iomc, Carlisle, I'll. .
ExeCI'I as follows, decedenl did nOI marry. was nol divorced and did nol have a child born or adopled
after execulion of Ihe will offered for probale; was nOllhe viclim of a killing and was never adjudicaled
Incompelelll: --D<LeXCeptions
Dccendem 01 dealh owned properly wilh eSllmaled values as follows:
(If domiciled in Po.) All personal properlY
(If not domiciled in Pa.) Personal properlY In Pennsylvania
(If not domiciled In Pa.) Personal properlY in Counly
Value of real eslale In Pennsylvania
silualed as follows:
unestlmated
s
s
S
$ nnnp
WHEREFORE, pelilioner(s) respeclfully
presemed herewilh and Ihe gram of lellers
theron.
requesl(s) the probale of Ihe lasl will and codicil(s)
testnmentary
(testamentar)'; ndminimalion c.I.a.: adminimalion d,b.n,C,l.a.}
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103 Church Rond
Cnrlisle, PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01' PENNSYLVANIA } I:lS
COUNTY OF CUMRF,RLAND
The petllioner(s) above. named swear(s) or affirm(s) thallhe Slalemenls In Ihe foregoing petillon arc
true and correct to Ihe beS! of Ihe knowledge and belief of pelitioner(s) and Ihal as personal represen.
lallve(s) of rhe above decedent pelitlon,r(s) will well and Iruly admlnisler Ihe eSlale according 10 law.
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Sworn 10 or affirmed and
before me Ihls 28
~"b:r<~;' fJ
Mary C. LeWis',
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No. 21-96-203
Estate or
Edna K. Thumma
t Deceased
DECREE OF PRODA TE AND GRANT OF LETIERS
AND NOW March 6th, 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) dalrd FebruBrv 22.1977,
described thmln be admined to probate and n1ed of record as the last will of _____...
Edna K. Thumma
and Leners Testamentary
are hereby granted to John W. Thurn ma
FEES
Probate, Leners, Etc. ......... $ 25.00
Short Certificates(2) .......... $ 3.00
Renunciation ................ $__
x-Pages (1) $ 6.00
JCP TOTAL _ $ 5.00
Filed . .March. 6.tb.19.96........ .~~ :9P..
;/~v
JlQdller or Will. ary C. Lewis
A.. "^/
Frey and Tiley I.
By Robert M. Frey #06274
ATIORNEY (Sup. CI. 1.0. No.)
5 S. Hanover St., Carlisle, PA 17013
ADDRESS
717-243-5838
PHONE
t, J ~
..
Called. Attorney on 3-7-96
21-96-203
REGISTER 0..' WILLS 0..' CUMumU,AND COUNTY
OATH 0..' SUBSCRIBING WITNESS
Robert M. Frey and Wayne F. Shade
nlllldlx
(each) a subscribing wilness to the will presented herewilh, (cach) beinH duly quallned according to
law, depose(s) and say(s) that they were present and saw
Edna K. 'Thumma
the testat rlx , sign the same and that thp.y I'nrh signed as a witness althe
request of test at rlx in ~ presence and (in the presence of each other) (in the presence of the
other subscribing wilness(es)).
Sworn to or aWrmed and subscribed before (2.~- ,. -"'::::t
me this 2~ _'-lI.., day of Robert M. Frey (Name) r
\!:J. A I 96 5 S. Hanover St.. Carlisle. Pa 17013
,JJf1i1-.:/. r" ,(Address)
Regis,er 1"(1 it. .<'iN. r _/,.u<t:
Wayne F; Shade (Name)
53 W. Pomfret St.. Carlisle. Pa 17013
(A ddress)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
.'..
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"
(each) a subscriber hereto, (each) being duly quailned according to,law, depose(s) and say(s) that
/
familiar wilh the signature or/
, codicil
of (one of the subscribing witnesses to)' 'the will
testat
presented herewilh and
codicil
beileves}he signature on the will is in the handwriting of
that
to the best of
knowledge andbeilef.
Sworn to or aWrmed and subscribed before
me this ' day of
19_
(Name)
(Address)
Reglsler
(Name)
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(Address)
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This is to (cnHy thUI Ihe inftlflH,llion tWIl' ,.;in'll i'i lOnn t1~. wl'il"d hOIll .11I IlriAill,.l1.ll'nifil".IIl' of tlc-,lll~ .duly fill.d
lA)("311{t.'gi~IfJr. The migilt.ll tl'rlifil.lll' will lx.' fllfw,lrdl.d III till' Sl.lll' VIl,a1 Hl'U1ld.'i ()lltu' fllr P(~llll.l11l'1H 111111":-
WARNING: 1111 Illegal to duplicate thll copy by photoltat or photograph.
wid, me J'i
I't'e {or lhi, "'llifi<.lll', $2.IKI
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FEB. 2 I 1996
3425947
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Dale
Nil,
"11t,IQI'ItooM'
CO...MONWUlTH OF PENNSYlVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
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99 Olurch Rood
Carlisle, PA 17013
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Ralph E.
Richard A.
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Stella Hawbaker
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106 Olurch Road; Carlisle
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....- lIuntsdale Olurch of
, the Brethren Carete
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EWin Brother
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ThIInM
PA 17013
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21-96-203
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from together with Iln much of the principal thereof afl In the opinion of said
Farmerll Trust Cnmpllny III necesllury or desirable to be expended for the
proper maintenance, support and education of such perflon, to or for the
beneflt of such person, and upon such perllon attaining 21 years of age to pay
to him or her the then remaining p)'\nelpaltogether with any undistributed
Income.
5. I hereby nominate, constitute, and uppolnt my said son, John W.
Thumma, as Executor of this my Last wm and Testament, but should he
predecease me or fall to qualify, then In such event I nom Inate, constitute,
and appoint my son Alvin R. Thumma as alternate or successor Executor,
and I further direct that neither of them shall be required to post any bond
to secure the faithful performance of his duties In the Commonwealth of
Pennsylvania or In any other jurisdiction.
IN WITNESS WHEREOF. I have hereunto set my hand and seal to this
my Last wm and Testament, written on two (2) pages thls1.l..J.day of
I:::~ ,1977.
~,(.MV 1(. U~~ .....~~,u. (SEAL)
Edna K. Thumma
Signed, scaled, published, and declared by EDNA K. THUMMA, the
Testatrix above named, as and for her last wm and Testament, In our
presence, who. In her presence, at her request, and In the presence of each
other have hereunto subscribed our names as attesting witnesses.
~).. ~,
uJ~~s:JiD.,
Page 2 of 2 pages
,.
CERTIFICATION OF NOTICE UNDER RULE 5.6/0)
Nanle of Decedent t
Edna K. ThummB
Date of Death:
February 20, 1996
Will No.
Admin 0 No.
21-96-203
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(0) of the Orphans' Court Rules was served on'or mailed to
the following beneficiaries of the above-captioned estate on
May 9, 1996 I
Name
Address
HuntsdBle Church of the Brethren, 170 Church Road, Carlisle, PA 17013
John W. Thumma, 103 Church Road, Carlisle, Pa 17013
Leroy E. Thumma, 14 EnCk's Mill Roaa, l,;arllsle, 1'1\ l'IUla
Richard A. Thumma, 106 Church Road, Carlisle, PA 17013
Earl G. Thumma, 1111 GnurCh Roaa, GarllSle, 1'1\ l'IUla
Alvin R. Thumma, 110 Church Road, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except no exceptions
Datel MBY 9, 1996
f4~ .In. "1-.
Signature ~
Name -'Robert M. Frey
Address 5 South Hanover Street
Carlisle, PA 17013
Telephone(717) 243-5838
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Capacity: Personal Representative
X Counsel for personal
representative
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COMMOHW!AllH 0' 'IHNlnVANIA
INHUITANCI ,,,. UW_N
I.(SloINlo!CIDINT
SCHEDULE H \
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES \
Fl
21-96-203
EDNA K. THUMMA
AMOUNT
ITEM
NUMBER
DESCRIPTION
A. Fun.ral Exp.n.."
1.
TOTAL (Also ontor on lino 9. Rocapitulalion)
(1/ mo.. .pac. I. n..dld, In..rt additional .h.... 0/ .am. .Iz..l
s
36,427.60
uv.unllt 1'1"
ESTATE OF
W
COMMONWIALlH Of "NN\n__,lNIA
INM'lnANt' IAI II,UIN
l"IOlH' DlUOIN'
SCHEDULE J
BENEFICIARIES
ITEM
NUMBER
1.
2.
3.
4.
ITEM
NUMBER
5.
EDNA K. THUMMA
NAME AND ADDRESS OF BENEFICIARY
A. Taxabll BlquOlII:
John W. Thumma
103 Church Road
Carlisle, P A 17013
Leroy E. Thumma
14 Enck's Mill Road
Carlisle, PA 17013
RlchBrd A. Thumma
106 Church Road
Carlisle, Pa 17013
Earl C. Thumma
99 Church Road
CarllBle, PA 17013
Alvin R. Thumma
110 Church Road
Carlisle, PA 17013
NAME AND ADDRESS OF BENEFICIARY
B. Charitabl. and Gov.rnm.ntal B.quests:
1.
Huntsdale Church of the Brethren
170 Church Road
Carlisle, PA 17013
J
FILE NUMBER
--+--~
21-96-203
AMOUNT OR
SHARE OF ESTATE
1/5 of residue of estate
1/5 of residue of estate
1/5 of residue of estate
1/5 of residue of estate
1/5 of residue of estate
AMOUNT OR
SHARE OF ESTATE
$200.00
S $200.00
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo enlor on linl 13. Recapitulalian)
(limo.. .pace I. nlldld, In..rt addll10nal .hllt. of .aml .IlI)
RELATIONSHIP
Son
Son
Son
Son
Son
lyPl- q
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Q..,
IUUAU Of INDIVIDUAL TAXES
INH<RITANCE TAX DIVIIIOM
IlO'T. raun
HAII11IURI, PA 171"~1"1
NOTICE Of INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AHO ASSESSllENT Of TAX
DAT!
ESTAT! OF
DAT! OF DEATH
FILE NUHlER
COUNTY
ACN
01-13-97
THUMMA
02-20-96
21 96-0203
CUMBERLAND
101
_t R..lttlld
FREV I TILEV
5 S HANOVER ST
CARLISLE
PA 17013
-
.....1MI D '" IU.NI
EDNA
K
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWI!R PORTION FOR YOUR RI!CORDS ~
ifiv:i547-EX-Aj:ji-n'2'=96T"iioTiCE--OF-YriiiEiiii'iiifCE-TAX-APjiRA-isEii€ii:r,--ALL'oiiAiicE-OR-..--------------
DISALLOWANCI! OF DI!DUCTIONS AND ASSI!SSMI!NT OF TAX
I!STATI! OF THUMMA EDNA K FILl! NO. 21 96-0203 ACN 101 DAT! 01-13-97
APPROVI!D DI!DUCTIONS AND I!XI!MPTIONSI
36,427.60
,. Funerol Expon.o./Ad.. Calt./HI.a. Expon.OI ISchodulo HI ('I
10. D..t.lHortoev- Llabllltlol/Llonl (Sc~lo II (101 .00
11. Tatol o.duotlon. (Ill
12. "-t Volu. of T.. Roturn (121
15. cn.rlt..lo/Govo~tol B~o.t. ISc~lo JI (151
14. "-t Volu. of Eft-to Subj..,t to Tox (141
NOTEt If.n ........nt w.. i..u.d pr.viou.1Y, lin.. 14, 15 .nd/or 16, 17 .nd 18 will
refl.ct figur.. th.t includ. the tot.l of ALL r.turn. .......d to d.t..
ASSESSMENT OF TAXI
15. _t of Ll.. 14 ot Spou..l roto (151
16. _t of Ll.. 14 tox..lo ot LI..ol/Clo.. A roto (161
17. _t of Ll.. 14 t..ablo ot Callotorol/Clo.. B roto 1171
lB. Prlnolpol T.. Duo
TAX CRI!DITSI
PAYMENT
DATE
TAX RETUIlH liAS. (X I ACCEPTED AS FILED
RESI!RVATION CONCI!RNING FUTURI! INTI!RI!ST - SI!I! RI!VI!RSI!
APPRAISED VALUI! OF RI!TURN BASI!D ONI ORIGINAL RETURN
1. R..l E.toto (Schedulo Al
2. stock. _ Bond. ISchedulo BI
S. Cla..ly Hold stocklPort..rohlp Intoro.t ISc~lo CI
4. Hort_.lHotol R_Iv..lo (Schedulo DI
5. Cooh/Bonk DopoolhIHha. Por.onol Property (Schedulo EI
6. Jointly Owned Property ISchedulo FI
7. Tronlfor. ISchedulo gl
B. Tatol A...t.
RECEIPT
IUlBER
DISCOUNT ('1
INTEREST (-I
( I CHANGED
(11
(21
(51
(41
151
161
(71
.00
.00
.00
.00
4.528.59
.00
.00
IBI
NOTE I To lnaur. proper
or.cut to your accOU'\t,
IUbolt the _r portion
of thl. foro with your
t.. po_t.
4,528.59
~ii.4'7 iiD
31,899.01-
.00
31,899.01-
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
. ( IF TOTAL DUE IS LESS THAN n, NO PAYMENT IS REflI/IRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.l
.00 X .00.
.00 X .06.
.00 X .15.
\lBI
AIIOUIlT PAID
TOTAL TAX CRI!DIT
BALANCI! OF TAX DUI!
INTI!RI!ST AND PI!N.
TOTAL DUI!
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RUDYATlDNI E.tlt.. a' ........t. dd"l on a,. be'a,.. DeatIIibI,. 11, 1"1 ..- If InV tutu,.. Intar.1t In U. a.tat. I. tr~,,,,.red
In pa.....lon or enJ~t to C.... . (coU.t.,..1) ..,Ial.rl.. of the dIoICIInt Ift.r the 'xPlratlon a' InY IItlte 'or
llf. or for 1M"', the eo-on...lth hlrlb>> exp,....b riM,,", the rIght to .",..1.. and ...... tr.,.fer InhlrltlnCl Tex..
.t u. l_ful Cl... I (coU.t.,..U ,..t. on MY IUCh future Int.,...t.
~f11
NOTICEI To fulfIll U. r...d,....te of Seotlon 1141 a' the Irherlt__ end E.tlt. Tax Act, Act II 0' 1"1. 7Z P.I.
leaUon 1141.
PAYIEHT' Debcft the top portion 0' thl. Matlc. W'Id ~It with yOUr p~t to the Rllllt.r of .,UlI prInted on the rever_ ,ldI.
-...... check or -.y order PI_I. tOI REGISTER OF MILLI, AOEHT
AU ~t, r..lved shill flnt be ."U..:I to eny Int.r..t whIch -.y be ckII with InY r_Indlr ."Ued to the tu.
AEfUII (CRh A ,..f\nd of . tax credit, which WII, not r.qultt..:l on the Tax A.turn, -.y be requa.ted by COIPlltS,... ... -Jppl1catlon
for R.fund of Ptnnrrlvanll Irherlt8nC1 W'Id E.t.tl TIX- (REV"l3lS). applIcation. Irl .vall8bl. It the O'flce
of the A..lltw of "UlI, MY of the Z3 AtvenJI Dlttrlct OfficII, or by caUlng the tPlCl.1 14-hour
..,..rl"l IIrtllce ....r. for fa,... orderlnSII In PMn.ylVW111 1.laO"36Z..zasa, autlldt ""'eylnnll end
wIthin loctl Harrhbur, Ir.. (717) 787-la94, TUO' (717) nz"zzsl (Hurlng 1...lred Only).
DUCTlONSI' Anr Plrb In Int.,...t not ..Udled ..Ith the appralt..,t, .llonncl or dl..UDWnCI of dtduatlon., or ........"t
of t.. (InolucU,... dhcount or Int.rl'U .. thown on thl. Notice "It Dbj"t wi thin .Ixty (61) day. af rKllpt of
thh Notice by,
AllIIN
IIWTlW
COIlR[CTIDHlI
....wrltt~ prat..t to the PA o..rt.ent of AevtnUl, Ioerd of ,,",11, Dept. 211011, tltrrlabur" PA 17UI"I011, DR
--.ltaUon to htWi the _tt.r dlt....lntd It IlUdlt of thI ~t of the par...l r.,,..NntlUV'I, OR
--.....1 to the DrphM.. Court.
DISCCIICT,
Feotutl a,.rore dhcowred on thl. .....~t thould be tdd,....td In ..rlUng tal PA DtlNirtMnt of Atvenut,
lur... of Indl"I"'l T...., ATTNI Po.t ,......."t Revl... \.nit, Dept. Zla601, "-rrhbu,." PA 17111-1601
Phone (717) 717.'SaS. Set pegt 5 of the bookl.t -In.truotlon. 'or Inhtrlt~ T.. R.turn for a AI.ldent
Dtotdtnt- (REV"15al) for In ,xplanatlon of ~1"I.trltl".lY correct8bl. .rror..
If any tax ... II Plld wUhln thr.. (S) cal""r IIOl"lth. Iftlr the dtctdtnt'. ..th, I fJv. "rc.,t (SX) dllCOU"lt of
tht tu paid II IUCMIId.
PENALTY,
Tht 151 tax ......ty non"PlrUolp.tlon ,..1 ty h coaputed on the tatll of the tme WId Int.r..t .....Nd, ... not
,..Id befort ~ry II, 1996, the flr.t ay .ft.r the and af the tax ...lIty pa,.lod. Thll non"plrUclp.Uon
,..1 ty h .....1.1. In the ... .....r WId In the the ... U_ period II YOU wauld .....1 the t.. end Int.rllt
that hII. bttn .....1Id ., Indlc.ttd on this noUot.
IIlTtlIUh
Int.,..1t It charged blgl,..,l,... ..Ith fI,..t day of dtl1nquMCy, or nine (9) IIDntha end ant (1) day 'rot the dltl of
death, to the data of PtYHnt. T.... which bee-. delinquent blfor. J.......ry 1, 1912 bur Int.r..t .t the nte of
,.. (D) percMt Plr ~ c.lcu"ttd .t I alh nt. of ..a'IM. AU tax.. Wilch *- dlll~t on and eft.,.
.....ry I, 1911 ..Ill bur Int.r." It . r.t. Nhlch .,111 wry frot cal__r par to calender year with that nt.
..-..nctd by the PA Dtp.rbwtt 0' RevtnUl. The ."IIClbl. Intlrllt nt.. 'ar 1912 through 1997 .r'l
!!!! Int.rut Ratl Dallv Int.r..t Fectar !!!! Int.rllt Rat. o.llv Int.r..t '~tor
INZ IIX .DD.541 1917 .X ....147
191> IU .DDD4S1 1'11-1"1 IlX .Uas01
19M IlX ..UlU I"Z 91 .aaa147
INS ISl .000156 1"5-1'" n .aIGIU
1H6 lOX .OGDZ74 1"5-1"7 91 . aUZ47
....Int.,...t I. caloul,tld .. 'OU....I
IIf'I'EIlEBT . IALAlleE OF TAX UNPAID X NUIlIEI OF DAYB DELIHQUEII't X DAILY IIl'tEIIEIIT FACTOR
....Any Notice ll1uld ,'t.,. the tax tMM:o.t. dtll~t ..Ill refltat ., Intlrllt cllculaUon to flft..., US) _.
btwond the dati of the ........t. If p~t 11 ..sa aft.r the Int.,..t COIIPUtaUon dati shown on the
Notice, Ilddlt1DMl Int.r..t ...t be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Edna K. Thumma
Date of: Death:
Feb. 20, 1996
Will No.
Admin. No. 21-96-203
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:
0;1
Feu:! 26. 1911l
.. -'0...
Y2~ - >.r~, 1- '=1
Signature (
Robert M. Frev
Name (Please type or print)
5 S. Hanover Street, Carlisle. PA 17013
Address
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( 717) 243-5838
Tel. No.
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Capacity:
Personal Representative
X Counsel for personal
representative
(MAH:rmflAM3)