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HomeMy WebLinkAbout96-00204 l~ji)'i'.~':;:.'. - ~, ,. .'.. IJETITlON .'OR PRODA TE and GRANT 01<' LETTERS Estate oJ &~eruNa.dh.' No. 011- ~ - 010lt also knoll'lI as u(I To: Regi'ter of \li:1II, fOj lhq _ I . fl,q'eam/. CounlY of ~~ in the Sodal Se,'urily No. ~~ &, 'J.!JO Commonweallh of Pennsylvania The pelition of the undersigned respectfully repments that: Your petilioner(s), who is/arc 18 year, of a~, o}f,er a~he executW in the la'l will of the above decedenl, dated J't7d and eodieil(') daled tJlJ 1>> 140". I q e\ named ,19_ (\talC lc1c\'anl cirCllm\tam:e\, c.tt. renunciation. lJcalh llf (,(culm. CIC.) Decendent wa' domiciled at death in Cu Mbc.,,\<<nd hili. lasl family or principal reside Ie al , Uht !'lure!, numhcr and nlun\; fl fit r'\ Deeend l,lhen years of age. died D ",c..en1~9("--9 '19~~ ' at t; ~o-; ~~h -r;:;,.JflS . Excepl as follows, decedent did notm rry. was not divorced and did not have a child born or a opted ~fler execution of the will offi:.rFd for robate; was not the iClim of a ki Iin and was never adjudical mcompetenl: C n. ~ iliill ~ . Deeendent at death owned properlY with estimated values as follows: (If domiciled in Pa.) All personal properlY $ 1110 01'10 (If not domiciled in Pa.) Personal properlY in Pennsylvania $ (If not domiciled in Pa.) Personal properly in County $ Value of real estate in Pennsylvania $ 7/at!J OI"Yl '" -L ~) situated as follows: J....ht1 2. '1-'3 P\- 'Ba.l\. ,,~ .,.t. 1~'1 Or,,- \(r~ 7ouJIl~ ' ~ W\"Nre- WHEREFORE, petitioner(s) respectfully request(s) the probate of the las' will and codieil(s) presemed herewith and the gram of letters (Intamcnlary; Illl1 imalion c.I.a.; administration d.b.n.c.t.B.) theron. i = U .,,- .0 f- o:U = .,,0 c.;: .'- ':;~ ll'~ ;;0 jj <0 Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA }' 88 COUNTY 01'- Cum h....b6 The pelitioner(s) above. named swear(s) or affirm(s) thatlhe statements in the foregoing pelition ere true and correct to the beSI of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent pelitioner(s) will w truly administer the es according to law. Sworn to ~r affir9le~and subscribed ~~ ~ ira~< ~ = ! RY LEWl'f'~ ~JJ R"R;s,er t;r. ~ No, 21 - 96 - 204 Estate of r;.e.b~4r F 1<1''f'JI'lll~~- ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 14 , 19~. In consideration or the petilion on the reverse side hereor, satisractory proor having been presenled berorc me. IT IS DECREED that the InSlrumcnt(s) daled WILL DATED MAY 5. 1978 CODICIL DATED JULY 14, 1981 described therein be admitted 10 pro bale and riled or record as the last will or GEORGE F KENWORTHY TESTAMENTARY PATRICIA KENWORTHY and Letters are hereby granted to FEES P b L E $ 270.00 ro ate, etters. tc.......... Short Certificates( 6) .. . .. .. ... $ 18. DO Renunciation................ $ CODICIL 10.50 X-PAGES $ 15.00 ;I~:d .... .~~~~~. ~~~f.~~~....~.. .~1~.:.~8 J1fJ,.A.~ (} iL~ ~ Drn (:ffl ().~. ul" 0 Regiltc:rorwilIJ r7r~d MARY CLEWIS HD'I'tU.~ A J;,~n,;ol\J ~ a40 ATTORNEY (Sup. Ct. 1.0. Nu.) 3rd . me-~Qut .~--1 Drnoyn ~J70q3 ADDRESS 7J'1 7'~1 t).SIJ.() PHONE ", CALLED ATTORNEY ON 3-7-96. ~. (1~_tffiO--l.~~~.~L~. q-(;).-q~ ~~-tL.-Omd.<6. 3S.00 aat Harriaburg Crama w n brothers. . ..0 t==- i-"- .. ........:=._..::=n-: I: ... .... 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" 1111"It!nj,I"IW:lIlq;\; . I II "1''1'\ tr..,. II 1 I J 11111 li!!'!I'! '!I,',:, , , :1':,:", IIII! I'll!' Ii ~: 1 \ :1' 1 ' ,; "; : i:, "" " .., , :11 \11\: \!IIHl!il\i:i\;;:.:.:'::: :::<:, ".. ;"" I I 'lli!U\\!\llllll\li\i~:L::i:;:"'" "~I, ,:::',~':>, \ \ i\liH!'I'I'II'\' '1'1.1'1 '; ;1 "~I: ,1", , '" ' q'lPl '.: 'II ',', ,< ,ill :i' ,.,' '1 I \1\\\I\\!III\qlll\hl\;:;;::' '!l":' "I I'll in\~L ;;\1\'1\\11,\ d:'l ;!I; 'i ':,:,:'.;: ' \ '1Id'1i\ljilil:!II'I"!::::: I' 'l'\lllll;'jilll:: :',:,":C \ '1IIllj,,, , it 11\11, l:l>'l:I' , I 1111 th:~;l;;';\ I 'Ii:, ,:;, ,lll!.i\hi:lij'i!:i";" ! \11 ,I"'t" '< "" "" 1\1' III ;",,1' ,.,,1 , 'j\ q '11, I,' ~,\; ,:: ' :" I'I'! 1I:\i\:\III\\\:I;I';"':'i;:': \1,1\\11::1:1" " , I ',I! 'I' I' \, 11 I , :I I I ! I ,. , ~ \ 1 !lli;I:I,;::::: ,;'" ': \11\11111\\::1":':'11:,:; '" I \ 1"lqiq\:;\:'~.>Y.:,i: , t j;I"Hjdii:Ll1;I:L:;\L:, '\~1. ' I jdll,I'.idl,I',j.!I'd("p!; I u~;\ 1\; 't1 ! \! n'! ~ ,1:,: ,l. Il'I''I''''''''I'll''''';''''' , Illtiid\l,l\'1P::11i ;,".t, !\ !11I!i I! 1 ::::' ':,;,; ': 'dll'lill\ll h: ::'qf, II -did, 'Pi , 11';I'li:;;1 'I; "',, , d I '!;i " " 1I1!!ili!!':':;:; ,:" " Wn:;i!'\";'; ;1, .1; ;". 'i ~ j , , ~ . ; ; -'.. I;, ,.< . : < i ~ 1'..i: , '. ,;: .j; (,. .".. 'i . , " .t, ,.. ~ ; 1 " ; .. 1 i ; ~ ' ~ I ..;:, i h : ~ - \ ." " on ,.;:, t:-. ., ' :; '! ;; l , Itl c, '0;:. -~p'-;\ , j,,- ,.l. ", ':. :': :i;>> i ~ , : ! : j , ..': , I :,' " 0. -',i i.L:Llr.L 0 -I oJ- - ,; (, 21 - 96 - 204 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscrlblnc witness 10 the will presenled herewith. (nchl belnc duly qualined accordlnClo law, depolc(s) llnd sarts) lhal prcsenl and saw the lellal . slln Ihe same and Ihal sllned u a witncsS allhe , requcsl of ICSIt' In " presence and (In Ihe presence of nch olher) (in Ihe presence of Ihe other subscrlblnl wllness(csll. . Sworn 10 or affirmed and subscribed before me this day of 19_ (Name) (Address) Rerlster (Name) (Address) REGISTER OF WILLS OF ?'u.Y>> ~ ~""~,( com,ny OATH OF NON_SUBSCRIBING WITNESS tf'.41:>4'yn ,;:=:: K-~---0y ~ ~J&'-?I/ ,7/./ '-/"'"v (each) a subscriber herelo. (each) beinc duly qualified accordinc 10 law, depoSc(s) and say(s) thaI r/tey ~t!.- familiar wilh Ihe silnalure of ~...",n,_ F ~,...I"",-:...~ codicil v ICSII' ,~~ of (('-Ill of 1111 lubseribinc "'\IIII"ea 10) Ihe ...dwlli prcsented herewith and ~ ,.,gdlcil thai 'jV belieyCS Ihe silnalure on Ihe wID .Is In the handwrltlnc of h~",_ 5-. b...-lJAI ...---<0/ 10 Ihe bcsl of '/lie-I->... knowledle and bcllef. S_ "" ,,_~~"'b""b" ",r". t!~ !l /""rU~ ~ me I' ItJ::&!1) day of t9;H(!.~d r. (Name) k~Y 1 ,("/6 I~t"~f- d../ fh,fl):: #~ ~y~.,I?/9: !ctrc',( . /~~ / (AddrCSJJ .... RerlsltT ~ ~, ~ ~ 7 .-L; ::5"~/ e4I P. (Name) r/",y $' fi,u,f7, IlM~v"'-<- 1-J, ~;.,./~ I ~/rAddress) / ';7tJ..:J ~' .- .,'.. .---^ _---~....--~.,,__,n tt"//d,fP ; , tJf5. ~,;';\'; t . .'; 1, GEORGE F. KENWORTHY, residing at 74 Longmeadow Road, in the Town of Wilton, County of Fairfield and state of Connecticut, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils thereto by me at any time heretofore made. FIRST: 1 direct that my just debts, except such as may be secured by a mortgage on real property in which 1 may have an interest at the time of my death, and funeral expenses be paid as soon as practicable after my death. SECOND: All my clothing, jewelry, furniture, furnishings, household and personal effects, automobiles and all other tangible personal property (except cash) which 1 may own at the time of my death, 1 give and bequeath to my wife, MARIAN M. KENWORTHY, to be hers absolutely, but if she shall predecease me, to my children me surviving, to be divided among them in such manner as they may agree, or in the absence of such agreement as the Executrix of this my Will may determine. THIRD: 1 give and devise all real property wheresoever situate which 1 may own at the time of my death, together with the buildings and improvements thereon and the appurtenances thereto, to my wife, MARIAN M. KENWORTHY, to be hers absolutely. FOURTH: All the rest, residue and remainder of my estate, both real and personal and wheresoever situate, 1 . give, devise and bequeath to my wife, MARIAN M. KENWORTHY, to be hers absolutely, but if she shall predecease me, per stirpes to my issue me surviving. 4 -- .' FIFTH: I nominate and appoint my wife, MARIAN M. KENWORTHY, but if she shall fail to qualify or cease to act, my daughter, PATRICIA KENWORTHY, to be Executrix of this, my Last Will and Testament. I direct that said Executrix shall be pernlitted to qualify and act in any jurisdiction without the giving of a bond or other security. SIXTH: The Executrix shall have and may exercise, in addition to and not in limitation of the common law powers or other statutory powers of Executors, all of the powers expressed in Section 45-100e of the Connecticut General statutes (Revision of 1958, as amended), reference to which is hereby made and the provisions of which are incorporated herein by reference. SEVENTH: I direct that all estate and inheritance taxes (together with any interest or penalty thereon) imposed by any domestic or foreign laws, now or hereafter in force with respect to all property taxable under such laws by reason of my death, whether or not such property passes under this my Will and whether such taxes be payable by my estate or by any recipient of any such property, shall be paid by the Executrix of this my Will out of my residuary estate with no right of reimbursement from any recipient of any such property. IN WITNESS WHEREOF, I have hereunto set my hand and seal this $nl day of May, 1978. ~J~ ./ -/ - I. 7. /u;.-n'.'/iJ<-t.Lt r witnessel!: ' ~O Jj)C1.A 0' U' G ~~'8"''f.2- ~.S.) '," . '.,,'''''.' '~.:-. ',. '~, .'. . '.'\. ,:) SIGNED I SEALED, PUBLISHED and DECLARED by the above named Testator, GEORGE F. KENWORTHY I as and for his Last Will and Testament before us, who, at his request and in his presence and in the presence of each other, have hereunto set~r hands as witnesses all this ~ day of May, 1978. ~~. -~t::7 -d' \.1, residing at /C,?A~~ ~ ~....lY\l, ~~O""idin..t (U W~(.W) ~ ~ -3- . e .' STATE OF CONNECTICUT ) 1 S8.1 COUNTY OF FAIRFIELD ) Town of wilton May f?, 1978 Then and there personallY appeared the above named Julian A. Gregory and Margaret P. Gregory who, being duly sworn, depose and saYI That they witnessed the execution of the within Will of the within named Testator, GEORGE F. KENWORTHY I that said Testator subscribed said Will and declared the same to be his Last Will and Testament in their presence I that they thereafter subscribed the same as witnesses in the presence of said Testator and in the presence of each other and at the request of said Testatorl that the said Testator at the time of the execution of said Will appeared to them to be of full age and of sound mind and memory, and that they make this affidavit at the request of said Testator. ~4~~/- (O\~ ('g'lH~r? J G t. ~(J^-Y Subscribed and sworn to, before me. c...Arn~./. commissioner of the superior court, county of Fairfield. :;.'.' '~.' >. r '-", -,. '~~i~~;1 F." C(!:. . '15\'. C'" ,,~'~ r::". "tr.' ;i"'; '1-"~~- .r' -a. ~~~:>~:. . ,_ _'~~ ' n' ~ "'" ;.;- i: :\~ c! ... ." .' \~,. ,t~ '*.> P" 'oe) -,-, '.--.-" .', -,-,'.- . - -. ., . ~ \ ~;.. -.-~. '.-,". .,' ~'{~t~iTe": i" _RY~i ~ . ."",,..,.... co I" i O'l .-I . I ~ i 1 ~ Is< 1\ ~ ~ .. Cl ~ ~ .li). Cl ~2;~;~:::\ .' o '" ..n. ,ft ' :;,~~I~}?>~.~._< o;,\,,~' -~-< - c - ~.Ji~;~;,?~:-..... :/._~':' .li. ':'~:'- -. " .} -'~~~ :~~~~:." r...... ," .~}-l;;\) .- . i~ii~~;~~;y . ',:;-,-, . i ., . ;. ." ,.' i'" --:-,.' en ::a i< ::'P' " , ~ ~'.t :,' ,"'''c c:l!< '1 ;z; ." " -< ..:,.t >0 S ,1. :: "/;:~ .... I ; ;:. +~'d~':;';i~ ... ~ ..,...... o '., . . ~ <<a , I>, .tS:';"'f~~i,~ c ~-;;. ,. --,,~, .^'~.:.':.- . " .,.," .' , ~ .. .' " . , ..,"" .,\ .L.' ~i:: :~:~~~"t-; \,."...... .. .~~, {; ;'II~I " V/~. . . ~ - I, GEORGE F. KENWORTHY, residing at 74 Longmeadow Road, in the Town of Wilton, County of Fairfield and State of Connecticut, do hereby make, publish and declare this to be a First Codicil to my Last Will and Testament dated the 5th day of May, 1978. FIRST: I amend Article FIRST of my Last Will and Testament to road as follows: "FIRST: In the event that I should remarry, I direct that such marriage shall not constitute a revocation of this my Last Will and Testament." SECOND: Except as herein amended, I hereby re- publish, ratify and confirm my Last Will and Testament dated the 5th day of May, 1978. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 14.4- day of July, 1981. ~o-7~~ (L.S.) SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testator, GEORGE F. KENWORTHY, as and for a First Codicil to his Last Will and Testament dated the 5th day of May, 1978 before us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands as witnesses all this I'f.!!> day of July, 1981. G2Cfr-U, OQ ( Q.~ residing at: ~ '!J),...:J.J..;~) Ai. \. I br 'b)A .J..rw..J. U- residing at: "2~ ~'\ \-(1(0 Qz.Q --1UJJ-~ tv .J . . - STATE OF CONNECTICUT ) l SS.l COUNTY OF FAIRFIELD ) Town of wilton July 14, 1981 Then and there personally appeared the above named MARJORIE H. WYSTRACH and ROGER VALKENBURGH, JR. who, being duly sworn, depose and saYl That they wit- nessed the execution of the within First Codicil to the Last Will and Testament dated May 5, 1978 of the within named Testator, GEORGE F. KENWORTHY, that said Testator subscribed said Codicil and declared the same to be a First Codicil to his Last Will and Testament dated May 5, 1978 in their presence, that they thereafter subscribed the same as witnesses in the presence of said Testator and in the presence of each other and at the request of said Testator, that the said Testator at the time of the execution of said Codicil appeared to them to be of full age and of sound mind and memory and that they make this affidavit at the request of said Testator. a ,'~J ) Oc elL) Subscribed and sworn to, Comm ss oner of the Super or Court, County of Fairfield :~f\~~ /l":":"~:>\';~~ :::.:',;,:' -Or, '.,;,.,'.': , ;1:,-.:-', -'.' j'<l ft.~)'l',: ':,. ,.;;t,l~~f' __'.'-', .t.,-; :;,<:. ~'-~{;~i< ~ ,- :'~' ~ ~..,., ",.to, , ,~j ~'f.. :1 r.. ;~ '~:'(()~"~:-:~ ,::, ~ '$:' ~'4F~\ tt~~:l~ ~i~~" ...~ ~ .~.~,~','-:,:~:; .,.,,' -. ' .... :L' Cl ......:\ ~:".> -< I ~ ,.:) p' , ..> \,;. 60 '1' ",,," , .n" "~-,",," ._;' ,.' ,..' "',, ii'" ."' 't ~ ~,.,... , u~:'~::;'~t>~ . ':' ...;....'!".... jd ' ~'F'" ~, ,.,:JjjJ-~.,........ 1 ~?:;.,:.. '" ~ ' ;,~H;:n;r~..<;' . .'.~ ~ ~i;;, ~ ~~?:, . .-,'\:. ,., " . i I .-l CD 0\ .-l ~ ... . Iko i m o r&l Cl .. ~ Q . '. ._- -- ..........-..--- , , . .. .' . t -yr" ------ -----~------ - --------- RECEIVED FROM, & ACN ASSESSMENT P:' CONTROL I.a NUMBER AMOUNT 101 .1' ,09'9 .03 JOHNSON HORACE A 3RD & MARKET STREETS P. O. BOX 109 LEMOYNE, PA 17043 ESTATE INFOR/MTION: !I fiLE NUMBER Ii 21-1996-0204 !I NAME Of DECEDENT (LAST) ~ KENWORTHY GEORGE IIIl1JE Of PAYMENT I POSTMARK Il1JE COUNTY SSN (FIRSt) F 342-16-6748 (MI) .' ., CUMBERLAND DATE Of DEAfH : . REMARKS / PATRICIA KENWORTH C/O HORACE A JOHNSON ESQ CHECK" 106 m .17,099.03 VZ RECEIVED BY 9J!(t~ C~~~A. M,1J AFN ;'~ $ION " .' r MARY C. L~WI S Y, r, I,...~ ,(;>1'" t \ REGISTER OF WILLS ' TOTAL AMOUNT PAID SEAL REGISTER OF WILLS - - __ - - __ __ - - ___ _0 _ __......,.-.,- -- --:- ~. ... -. . ~. ~ .--- .f ----_....- ,..."........-- - "....---.. --.-"- , .-7" _"r. -~. ~- ;--""- '.- " .~ ~ -- '.~~- .---. -, -:r- ~ j cr I - ~ \, ",' ,'; ',' d,~;, ':!":. , , , \ ~"- ) i':" l- I - ~ "'~ ,~ - c. r.) , ~ , , -- ~:b ". ~. , .- '-' :~' "J ...... p, it- ~ 0: \11 Z o iii .. 3: ~ '" ctl .. ~ 1i:~1Il - <:S~g~ ~~lii;(;! I-UlJ;jOUl Ul~:;:~~ \11. z ~ 0 III a: ~ .0. ii: 0 : 0. iii u.l=o z :J <.. >- C g . III Z oJ o Ul Z :t o ., - .- m :i tn tn m - o ~ ' 101 Ul ;:l o tzl:I: UE-< Ht>: :;; ~;:l "" ~Otzl"" OUt>: I Ul><.s:"" ~E-<;:l~ ~;!:OC H;:lUll' ~O ~ Utzl.s: ~o!!lp. O;!:O c::.s::I:tzl tzl~E-<~ E-<t>:C::Ul Ultzl;:lH HCllO~ Cl:l:UC:: ~B~t5 . .... tn ... .- u. .. }~-' - " ," ,> ! ::'::: \: , .;', \ I ,.,', \I' 1,' I l I' ! \ ' . .". , I ~. "l ;~~'t. \" !~'r,>;:~l', J~ -:' '. ~"f ,'( :. J,,'j ! "_<&':'~:f\ "~.i~ . " ; ,,; 'L'li.i ~" . :'.~ '. . _. , t !"' t", ) ."';~ 'tl ':,.' "~I' l'''~~ r, .,11 ,_ .,". ~,;: J. ....'. _,~_ ... "~", ". ~'". ' ., ;. .. 'f','Xt"- . ,; " 1"..",,' J:~ ....~~ ~j ..J~ UU ~ IEV.UOO U+ 17.9"1 ... .. ..~.. Uf" ~Ct9 US" 15-~q-/O :J fOR DAllS Of DlATH AnlR 12/31/91 CHlCK HIRI If A SPOUSAL POVIRTY CRlDIT IS CLAIMID 0 FILl NUM81R . ~:~!2. ~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) o 2. Suppl.m.nlol R.lurn o Ao. Fulur. Inl"l.t Compromisl (lor do'.. 01 d.olh ahor 12.12.B2) ~ 6. OICldlnt Oild TI.tall 0 7. Olcldlnt Maintained a living Tru.1 (Attach copy 01 Will) (Attach copy 01 Tru'l) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, NAMf. (O""1f.lf. MAIUHr, ADonu Horace A.Jchnsa1. Fsq. Johnson. Duffie. stewart & Weidner ","nONl HUM'" 301 Mi'.rket st.. P. O. Box 109 LenYJyI"e. PA 17043-0109 194.500.00 98.896.50 COMMONW!A1TH O. 'ENNSYlVANIA DE'AlTMINT o. l!VINUI DIPT.2'0601 HAUI$lUIO.'A 1712'.0601 IDIHI'l HAM (1Al.'1 . AND "'1001 INITiA\1 21-96-0204 COUNTY CODE YEAR NUMIER .. i5 liS U ... .. KENWORTHY IOCIAL Sleuan' NUMnl 342-16-6748 GEORGE F. DAll O. CIAIH 12/9/95 DtCf.OtN1'~ (0",'U11 ,,"DOli!.!. 646 West Old York Road Carlisle. PA 17013 c..., CUMBERLAND ""'OUN11t1(uvtD ISlt IN$tRUC110N$1 llf ..""".Lf'.U.....YlNO .POUIt'llu....II\IoS1. fIll' IoNO....IOOlI...11'lloll f9 1. Original Rllurn o ~. lImit.d E.loll ,;,l;; "'''' .... ..% 8~ DAlE O' IlnH 8/25/20 o 3. Remaind.r Return (lor dol...1 d.olh prior 10 12.13.B2) o S. Federal E.tate Taa Return RequJred _ B. Tolol Number of Safe Oepodl 10... (1) (2) P) (I) (5 ) 9.559.00 % .. S ::> t: :z l:l .. I. R.al E.lo'. (S<h.dul. A) 2. Slockl and Bond. (Schtdul. B) 3. Clo..ly H.ld SloduPa~nonhip Inlor..1 (Schtdul. C) A. Mor1sas" and NaIll ReClivoble (Sclledule 0) 5. Ca.h, Bank Oepo.ill & Mhcellaneau. Penonal Proper1y ISch.dul. E) 6. Join'ly Own.d PlOp.~y (Schodul. f) 7. Tranllon (Sch.dul. G)IS<h.dul. l) 8. Talal Grall A..III (Iotol Line. 1-n 9. Funeral E.pln..., Admini.tralive CaJII, Mi.celloneou. Exp.n... (Schtdull H) 10. Olbll, Mor1gase Liabilili.., Lien. (Sc.hedull I) 11. Tolol D.dUdion.('otal Un.. 9 & 10) 12. Nit Value of e.lale (Line B minus Line 111 13. Charilable and Governmlntal Bequllt. (Schedule J) 11. N.I Valu. Subild'o Ta.llln. 12 minu.lln. 13) 15. Spou.al Tran.I." (for dol.. 01 dlolh ahor 6.30.91) S.. In.lrudion. for Applicabl. Percenloge on Rever.. Sid.. (Indud. volu.. Irom Sch.dul. K or S<htdul. M.) 16. Amount of L1n. 1A tallable at 6% rote (Includ. volu.. from Schtdul. K or Schtdull M.) 17. Amount of Line 1.4 taJl,obll ot 15% rote (Include volu.. from Schedule K or Schedule M.) lB. Prindpalla. duo (Add 'a.lrom lIn.. 15, 16 and 17.) 19. Credit. Spau.al Pavlr1y Credit Prior Poymenl' (6) (7) I B) 302.955.50 % co ~ .. ~ a co U ~ .. + (9) (10) 16.606.64 1.364.98 (11) 17.971.62 (12) 284.983.88 (13) -0- (U) 284.983.88 x._- -O- x .06 - 17 ,099.03 lC .15. -0- (lB) 17.099.03 (19) -0- (20) (21) 17.099.03 (21A) -0- (218) 17.099.03 (15) (16) (17) 284.983.88 Oiscounl Inllr..t + 20. If Un. 191. grealer thon Line lB, enter ,he diKerentt on Lin. 20. Thl. II ,he OVERPAYMENT. iii 0 .,,:r.n. ihu",..C1!.a......Il.'.loI.111.1. .... olrlr.r.lr.I.....I'.........U!C.t...u1ol'l 21. If Line lB IIsreal.r Ihan Line 19, .nler the diKerentt on Line 21. This i. the TAX DUE. A. En'er theln,,,..t on ,h. balonce due on Line 21A. B. Enlor ,ht '0101 ollln. 21 and 21A on linl 21B. This Is.ho BALANCE DUE. Mokl ChICk Payabll to! Rlgl..or 01 Will., Ag.nt . .. . ... . ..... >- " BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH IJndor p.nalti.. 01 poriury. I d.da" that I hay. ..omin.d Ihls "Iurn. including accompanying "htdul.. and .Ial.m.nll, and '0 Iht bill 01 my knowl.dg. and b.lI. , il 11 IruI, corrld and cample'e. I declare Ihat all real ..late ha. betn reparteer 01 true mar.el volul. Dlclorotion 01 pre parer other .hon the plnonal rep,,"ntall'l I. ba.. on all infarmalion of which preparer hos any knowledge. " I ....0 ,PO O. "UH~'U'H f-r-i ADD'''' assar 0 ege. X ~AlI- ~C~)( Pou hkeepsie. New York 12601 'f,/s7ft ADD"" ~~~e~Ash64~:0~6980X 109 - Yj;'ojft Act '48 of 1994 provld'l for Ih. r.ductlon of Ih. lax ral.. Impoltd on Ih. n.1 valu. of Iranll.rl 10 or for Ih. UI. of the IpOUI.. Th. rol.1 01 pr.lcrlb.d by Ih. Ilalul. will b.: . · 3% (.03) will b. appllcabl. for .1101.1 of d.c.d.nll dyIng on or aft.r 7/1/94 and b.for. 1/1/96 · 2% (.02) will b. appllcabl. for .1101.1 of d.c.d.nll dyIng on or aft.r 1/1/96 and b.for. 1/1/97 · 1% (.01) will b. appllcabl. for .1101.. of d.c.d.nll dyIng on or aft.r 1/1/97 and b.for. 1/1/98 · Spoulal tranll.,. occurrIng on or aft.r 1/1/98 will be exempl from Inherllance lax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. YES NO 1. Old d.ced.nt moke a transf.r and: a. retain the use or Incom. of th. prop.rty transf.rr.d, ....................................................... b. retain th. right to d.slgnate who shall use th. prop.rty transf.rred or Its income, ............... c. retaIn a reversIonary interest; or ................................................................................... d. rec.lve the promise for 11ft of .Ith.r paym.nts, b.neflts or care' ....................................... 2. If d.ath occurr.d on or b.fore Dec.mb.r 12, 1982, did dec.d.nt within two years prec.dlng death transf.r prop.rty withoul receIving ad.quate con sId. ratIon' If d.ath occurr.d aft.r Dec.mber 12, 1982, did dec.d.nt transf.r prop.rty within on. year of death without rec.lvlng adequate consIderation.................... 0................ 10.1......1....1............ 1.1................................ 3. Old decedenl own an 'In trust for'. bonk account at his or h.r d.oth"'.................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE S~.~EDULE G A~9 FILE IT AS PART OF THE RETURN. \Jr"':. '31~ lD: Zl! 82: O~'! %. ~, "J ':'\H , I:' I x x x x x x -,,' , .~..~~P7,~->~",f,<~~~~~\~"~j;~#it\!t~\~:~~~;:--'\~'~"~'i'i",,~;.;~, , ;'..~";'-'>I-"'"-,,. . lIV.l102 11+ in..,) *' COMMONWIAltN 0' PINNSYlVANIA IHHlIlYANC! TAX U1UI.N lISlDINt DICIOINt ISTATI OP I SCHEDULE A ~AL ESTATE L PiLI NUMBER 21-96-0204 KENWORTHY, GEORGE F. (Property lolntly-ownld with Right of Survlvanhlp mu.'''' dl.cla..d on 5chldul. PI All ..al..tat. .hauld ... ..""rtld ot fol. mo.l<ot volul whkh I. dlfln.d o. tho p.lc. ot which property would'" ..chongld bltwlln 0 willing buy.. ond a wllllng..II.., nllth.. "'Ing compollld to bu o. ..II, both having ..a.onabl. knawl.dg. of tho rollvan' fact.. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I. one-half interest as a tenant in CCJlll10n with Carolyn F. J<ell'NOrthy of real estate as follows: House/Barn - No. 646 West Old York Road, Dickinson Township, Cl.lnberland County, PA, (Deed Book 103, Page 201) Appraised Value - $310,000.00. (Copy of appraisal attached) Decedent's one-half interest $ 155,000.00 2. One-half interest as a tenant in canron with Carolyn F. J<ell'NOrthy of real estate as follows: Lot 113 consisting of 8.1796 acres of vacant land located .off West Old York Road, DicJdnson Township, Cl.lnberland County, PA, (Deed Book 103, Page 204) Appraised Value - $79,000.00 (Copy of appraisal attached) Decedent's one-half interest - 39,500.00 .," . TOTAL Al,a Inl.. on Unl I, Rt<a it.latlon (II mall 'pacI i. nHdld, in..rf additional .h.." 01 .am. .i2l./ S 194,500.00 ~N-NaR~ , "lIAL ISTATI APPRAISIRS 1159 Marlt" S'r,t' Camp 1111/, 1'''' 17011..,707 7177J7.()574 . FIlX 7J7.J906 May 10, 1996 JDhnson, Duffie, Stewsrt & Weidner ATTN: Horace A. Johnson, Esquire P.O. BDX 109 LemDyne, PA 17043.0109 Re: Estate of George F. Kenworthy 646 West Old York Road Carlisle, PA 17013 Dear Mr. Johnson, In accordance with your request, we have appraised the above captioned property. This appraisal was made to estimate the retrospective market value aa of the date of death of George F. Kenworthy, December 9, 1995. Market Value is defined as 'The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair aale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus.' Implicit in this definition ia the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: a. buyer and seller are typically motivatedj b. both parties are well informed or well advised, and each acting in what he considers his own best interestj c. a reasonable time is allowed for exposure in the open market; d. payment is made in terms of cash in United States dollars or in terms of financial arrangements comparable thereto; and e. the price represents a normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale.' 'Uniform Standards of Professional Aooraisal Practice, 1995 Edition, The Appraisal Foundation, p.B. P,nns)'lvanla S,alt Ctrrl/ltd General "'Ppralsers --....-...."'~;.~ 2159 Markt' SIred Camp H/II. PI. 17011.4707 717737.oS74 . FIoX 737.3906 d!3 :.:- . ..J~aNNDR- :' J;l1P-L ISTP-TE "",PRP-ISERS ::":' The property, in our opinion, has an estimated retrospective market value as of the date of death, December 9, 1995, of THREE HUNDRED AND TEN THOUSANO (5310,000) DOLLARS . .... . . . . .. . . . . . . .. . . . . . . .. . . . . . . . . . . . . . . . . . .. . . . Employment in and compensation for making this appraisal are in nD manner contingent upon the value reported, and we certifY that we have no financial interest in the property appraised, present or contemplated, and that the appraisal assignment was not based on a requested minimum valuation, a specific valuation, cr the approval of a loan. The appraisers have personallY inspected the propertY. The Appraisal Institute conducts a voluntary program of continuing education for its designated members. MAIs, SRPAs and SRAs who meet the minimum standards of this program are awarded periodic educational certification. As of the date of this report, I, Lester G. Connor, have completed the requirements under the continuing education program of the APpraisal Institute. ...: Colin Carney, Assistant to License Number RS.209329.L File 116.415 Ptnns)'/vania Slale Cmifltd Gtnera/ /lppralserS 2 . . '. MARKET STUDY . COMPARABLE SALES Ii r: H! ,. IIi ,I :1 I . . This Approach yields an indioation of value by comparing recent sales of similar properties, and making adjustments for time, location, physical and other differences. Among the area sales reviewed were the following: (1 ) 99 Springfield Road, West Pennsboro Township, Newville, PA. 2 story stone, 200% year old farmhouse, 5 fireplaces, 8 rooms, 4 bedrooms and 1 1/2 baths. Dwelling was in very good condition conteined 2,748 sq.ft. Summer kitchen and garage. 5.08 Acres. Sold October, 1995, $247,500. Overall price per square foot $90.07. and (2) 806 Alexander Spring Road, Dickinson Township, Carlisle, PA. 2 story limestone, 200% year old farmhouse, 2 fireplaces, 7 rooms, 4 bedrooms and 2 1/2 baths. Dwelling was in average condition and contained 2,616 sq.ft. 2 barns and garage. 13.52 Acres. Sold May, 1995, $250,000. Overall price per square foot $95.57. I t r ,. V " r; (3) 87 Zion Road, South Middleton TownShip, Carlisle, PA. 2 story limestone, 200% year old farmhouse, 1 fireplace, 6 rooms, 3 bedrooms and 2 baths. Dwelling was in very good condition and contained 2,300 sq. ft. Multiple outbuildings, garage and 50\ wooded lot. Lot in floodplain. 10.79 Acres. Sold October, 1995, $249,000. Overall price per square foot $108.26. . . (4) 510 Adams Road, South Middleton Township, Carlisle, PA. 2 story stone, 150% year old farmhouse, 10 rooms, 5 bedrooms, 2 1/2 baths, and 6 fireplaces. Dwelling was in average condition and contained 3,590 sq.ft. Multiple outbuildings. 5.79 Acres. Sold November, 1995, $250,000. Overall price per square foot S69.64. 23 . '. I Sales of older homes with additions of comparable size were limited. The sales selected were considered the best available. Building square footage and lot size adjustments were made, for the market indicates more is paid for smaller sizes. I.d .,,1, ''',1' ill " :1' , Comments on Sales Comoarison Grid: Comparable Nl was completely restored and in good condition. Size adjustment for smaller square footage. Quality/construction adjustment reflects the comparable only havin 1 1/2 baths, non-functioning fireplaces, lack of central air-conditioning and age. Acreage and use adjustment reflects the comparables land being bisected by Log Cabin Road and condsidered inferior in use. Comparable considered inferior due to lack of pond and creek frontage. Non- flood plain location considered superior for property utilization. I I I , , ! Comparable N2 adj usted for smaller house size, inferior condition and quality, and smaller land size. The comparable had a small stream on the property and was not in a flood zone. Comparable N3 was smaller in house size and in excellent condition and has an addition of similar age to the compsr'able house. Quality adjustment reflects the lack of fireplaces and air-conditioning, as well as, the subject's superior quality. The comparable has superior number of outbuildings and a garage. Lot adjustment reflects the comparables smaller size. Like the subject, the comparable had acreage located in a flood plain. Comparable N4 was most similar to the subj ect in size. Accoding to the broker, the improvement were in fair condition and the condition adj ustment reflects this. The comparable lacked similar outbuildings of the subject. The comparable was adjusted for smaller land size and lack of water access. Considered superior for not being in a floodplain. Comparable N5 adj usted for time in order to bring the comparable up to current market conditions. Adj ustments made for smaller house size, inferior quality of construction, smaller acreage and inferior use due to McClures Gap Road bisecting the property and no flood plain acreage. The comparable was most similar to the subj ect having been restored, adding an addition, 2~ baths, central air-conditioning and stocked It acre pond. Comparable is most similar to the subject and supports the final estimated value. 26 W".~_,.........,~~..., ~..... '. u. a: I/') 0 IJl 0 U .. 0 .... < CO . -t ci! .. a: ci! I/') UJ N ~... I/') ... UJ .. l!; 0 ~ . ~ 0 ::l -tl/') U. ... ::l 0 Z ... en .. 0<'> C -.. Z I/') C . .. 0 0 I/') N r- ... .. + UJ N 0 .... + UJ r- 0 a.. z 0 , ... u. a: a: -t IJl 0 0 U .. -t .... .... < 0 co I/') oJ 0 a: a: co UJ . en < en UJ ... UJ ... en ... UJ l!; oJ en - ::l I/') U. I/') U. 0 r- I/') z ... ... co < co .. C Z .. 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Cl <'> Cl U ... a.. u >- z I- oil UJ Z oil Z IJl oil u I- w z Cl 0 Cl . .... u. i! t: 0 z ~ .... Z w ~ a: .... .... I- .... Cl a.. C IJl ~ 01- .... .... 0 < a: 0 z IJl ::l C w ili oJu. oJ 0 oJ w w 0 .... . i3 IJl :& U .... . < Z I- .... a: UJ ~ 0 ~ I- i3 a: - .... 0 .... ::lC ::l 0 ::l ::l U IJl oJ W W < lit I- oJ > CllIJl C U 0 Cll < ::l U. a.. Z < a.. c .... a: Cl IJl I- Z w i! IJl ::l ~ . "",,-\,',"' '......-' I/') N :i 1 . l .1 I " I". " --. - '''''- .., - . COMPARABLE PI10TOGRAPHS COtH' 0: Comparable #3, 87 Zion Road. ... ~ :' ~":. .,.........;.. .' ',';-' . ':.~7.'~-""'-4~"',." '. . ....,4... Comparable #4, 510 Adams Road. ., II ., ;1 t ~j I" I' I' I I' .I! ,'. 'I' . , 'I ." ., \I 1I i " I ~I i ii i " Ii Ii In II 29 II IIi " 11 :11 , 1\' 11 '! . *+;t'..." ....~~.-....-._- ,-..- ,-.--- II I: I! I' i! COMPARABLE PHOTOGRAPHS CONT'O: Ii " " :l Comparable #5, 1925 McClures Gap Road. 30 . . . SUMMARY OF SALIENT FACTS LOCATION: Lot '3 West Old York Road, Dickinson Township, Cumberland CDunty, Carliala, PA 17013 OWNERS OF RECORD: George F. Kenworthy & Carolyn F. Kenworthy TAX ID': 08.11.0292.034 LAND DATA: Size: 8.1796 Acres Shape: Irr.gular Zoning:Agricultural (A) District and. General Floodplain (FA) Ov.rlay District IMPROVEllENTS: None . Vacant Land UTILITIES: Private well and septic to b. installed. RIGHTS APPRAISED: Unencumb.red fee simple estate. HIGHEST AND BEST USE: The high.st and b.st us. of the property is its present use as a Residential lot. VALUE ESTIMATES: COST APPROACH INCOME APPROACH MARKET APPROACH N/A N/A 579,000 ESTIMATED MARKET VALUE: 579,000 DATE OF VALUATION: DATE OF INSPECTION: December 9, 1995 April 16, 1996 and April 30, 1996 , . 4 ; . ' MARKET STUDY - COMPARABLE SALES This Approach yields an indicatiDn of value by cDmparing recent sales of similar properties, and making adjustments for time, location, physical and other differences. Among the area sales reviewed were the following: (1) Lot N18, Walnut Bottom Road, Dickinson Township, Carlisle, PA. A clear, level traot of land zoned agriculture, 3.81 Acres. Sold April 26, 1995, $34,000. Grantor: Fox, John H. & Cinda L. Et.Al. Grantee: Roush, Richard E. & Tanya M. Grove Tax ION: 08-11-0296-024 Overall price per acre $8,924. (2) Lot N19, Richland Road, Dickinson Township, Carlisle, PA. A Hilly tract of land zoned agrioulture. 4.19 Acres. Sold December 13, 1994, $36,900. Grantor: Kimba Incorporated Grantee: Didomenico, Steven A. & Terry L. Tax ION: 08-10-0628-086 Overall prioe per acre $8,807. (3) 1122 Lisburn Road, Upper Allen Township, Mechanicsburg, PA. A Clear, rolling tract of land zoned residential. 6.48 Acres. Sold May 30, 1995, $80,600. Grantor: Tinney, James H. & Jan A. Grantee: Nesmith, Rodney L. & Karen I. Tax ION: 42-11-0272-102 Overall price per acre $12,438. (4) McCormick Road, Upper Allen Township, Mechanicsburg, PA., A wooded, rolling tract of land with scenic view, zoned agriculture. 28.9 Acres. Sold March 20, 1995, $252,500. Grantor: Humphries, Eric H. & Micheal W. etc Grantee: Schweitzer, Karl M. & Barbara J. Tax ION: 42-11-0272-046B Overall price per acre 58,737. 20 c ... a: (::l ~ w i! Ul :::J 6 < - N w Ul a: w ~ a: a: .... 0 ~ .. ~ ... :::J - ., a: ..J l.J ..J - W ~ In W <1' '" <1' < .... < <1' CD ..J . '" 0.. 0 . 0 :::J a: :::J 0 . C'Ji '" - :::J - '" N C ~ C - '" .... ., Ul 0 N + w w + .... ..J Ul < w .... a: a: I- ., '" 0 l.J Z .. ., .... < w 0 .... a: ..J C ..J In W In W l!: '" < .... <1' :!i l!: '" ..J C\l '" 0.. .... :::J Ul 0 < - - :::J - . c w - C N '" Ul .... In Ul , CD w a: , w , .... w Ul a: w 1= a: a: N l.J ..J 0 .. ~ < :::J .... '" 0 .... ..J ..J l.J a: '" w '" '" < '" < .... w t; l!: CD ..J . - :::J - :::J a: u. < '" N C . C (::l Z - - '" Ul .... - w .... w < .... + + .... w Ul a: w :::J a: ~ a: - ~ 0 .. .... :::J .... CD '" ..J ..J l.J a: - w N In < - w .... w l!: <1' '" ..J " '" :::J '" > a: u. 0 < '" - c . w ~ z - - '" Ul .... .... w ., ..J ... + + .... Ul ..J W ..J W a: .... a: ~ :r: :::J l- I- w (::l ..J W l.J ~ CD Z :::J Cl W In '" .... l.J < ~ '" a: ~ ..J .... a: - w - ..J a: w :::J ~ N ~ . 0 ~ ~ < ~ Ul - '" a: z Ul I- >- I- Z :r: z w Z 0.. W c i! 0 < i! w w .... a: (::l I- w Ul a: I- 8 z w Ul Ul a: :::J l.J W < W ... 0.. :::J :::J l.J 6 < ::I l.J N 0.. Z ~ I- 6 ~ < - .... 0 ... 0 0 w - < tit I- ..J Ul l- N Ul Z < lit l~ ".IaI' ,.. ,.... ,f~ COMMOHWIAUH O' 'IHHIT\VAHI4 INNllllANCllA. Il!ulH IUIDINT OICIOINt SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ITEM NUMBER A. 1. 2. KENWORTHY, GEORGE F. 21-96-0204 DESCRIPTION Funeral Exp.ns," Ewing Brothers Funeral Hare - funeral expenses Nell's supermarket - food purchased for serving after memorial service. 1. B. Admlnl.hallv. Ca.lsl 2. 3. A. C. 1. 2. 3. A. 5. 6. 7. 8. 9. P.nonal R.p....nlal;.. Comml..ian. Social SICUrity Numb.r 01 P.nanal Rlpr...ntati.t: Y.ar Commlulon. paid Attornoy f... - Johnson, lXIffie, Stewart & Weidner Family Ex.mplion Clalmanl Add.... 01 Clolmant at do cedent'. death Sir..' Add.... City Relalianship Slale Zip Code Probal. Fe.. - Register of Wills - Cunberland County Mlsc.llan.aus Exp.nslll Cu11berland Law Joumal - advertise letters The Sentinel - advertise letters Register of Wills - short certificates - stock sales Register of wills - file Inventory & Inheritance Tax Retum Lester G. Connor - real estate appraisals Chuck Bricker, Auctioneer - household goods appraisal Reserve for close-out costs. AllState Insurance - one ll'Onths' coverage - Buick Recorder of Deeds - 1% transfer tax - sale of decedent's one-half in e TOTAL (AI.a .nler on Iinl 9. Recapitulation) III mar. spact Is n..dld, In..rt addlllanalsh"ts of sam. slz..) AMOUNT 1,125.00 187.10 -0- 12,000.00 -0- 318.50 60.00 89.39 6.00 25.00 600.00 75.00 75.00 100.65 1 S 16,606.64 ",,.111" ~.,~ '*' COMMONWIAUH Of nNN,,,,w.HIA "'Mf'IV.NCIWIlTUIN IIllOtN1 DlClDINt ISTATI OP ITIM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI.a.. Print or T . PILI NUMBER 21-96-0204 KENWORTHY, GEORGE F. DESCRIPTION AMOUNT Carlisle Hospital - decedent's account balance - not covered by insurance. University physicians (Hershey) - decedent's account balance, not covered by insurance. Dr. J. Edward Dagen - decedent's account balance - Dr. Philip D. Carey - decedent's account balance Carlisle Pathology Associates, P.C. - decedent's account balance, not covered by insurance. Carlisle Imaging Associates - decedent's account balance Hasland Associates - decedent's account balance - not covered by insurance. Carlisle Cam1unity J\mbu1ance - balance due after insurance credits. RWC erergency physicians - decedent's account balance. 1,034.00 51.23 9.48 23.98 24.89 37.37 128.72 20.87 17.44 Cl.rnberland Crossings - decedent's account balance. 17.00 TOTAL (AI.. Int" on Un. lD. RecapItulation) (/1 m... .poce it nHdld. in.." add;t;ona' ....." or .am. Ii..., $ 1,364.98 Inventory of the real nnd personal estate of GEORGE F. KENWORTHY deceased .1. .2. 1990 Buick Station Wagon - Sale price Houseoold Goods - appraised value Train Collection - sold at auction Internal Revenue - 1995 incane tax refund 8 Shares _ Transport Holdings. Inc. (TLIC) cannon @ $40.0625 per share. 1,616 ShareS pdmerica (Now Travelers Group. Inc.) cannon @ $61.00 per share. ~~.soo 00 1.~S6 nn 1.610 00 593 00 3. 4. 320 50 5. 98.57 00 6. 7. one-half interest as tenant in cannon - House/Barn - No. 646 West Old York Road. Dickinson Township. CUnberland County. PA, Appraised value _ $310,000.00 - Decedent's one-half interest - 155.00 00 8. one-half interest as tenant in camon - 8.1796 Acres of vacant land located off West Old York Road. Dickinson Township. CUnberland county, PA, Appraised value _ $79.000.00 - Decedent's one-half interest 39,50 00 'lU1'AL 00 c- .,,., :-' ,rj c. ::0 ~(') ,'} :~ " G' c::> N <:0 )> .:.' "1:J N o - t...~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ss: Patricia Kenworthv '--tiltng-duiy-~f;t..:O rn -.1l:~ordin;----t-cJ~'~1~~~'i!~_~~~L,~y_~-1.h~. she iF; Exectl tr i x of tho Est.te of GeorQe F. Kenworthv lot. of __!?icki!1.~_!9~!l!lhip ___ , Cumblrland County, P.., deceas.d .nd thot tho wllhin Is an Invenlory mad. by Patricia Kenworthy , the s.id Executrix of the .ntir. IIlal. of said d.c.dent, canshtinq of all the plrsanal prap.rty and real ..t.te, except real ..tate outside th. Cammonw..llh of Pennsylvani., and Ih.1 Ihe liqur.. oppallle each item of the Invenla.y rep...ent it's fai. value 41 of the d.t. of d.cedent's death. o Sworn to and subscribld bela.e me, t:f~X. 199't e..cutor . Admlnht Patricia Kenworthy, EKe Vassar college Box 460 poughkeepsie. New York 12601 Add,... DIANNE LENIG, Nota bile Lemoyno Borough Cumoolland Co. My CommIssion Expiles Dec. 21, 1997 D.t. of Death 9th Doy December Month 1995 Yur INSTRUCTIONS I. An inventory must be filed wilhin Ih.oo months alte. appointment of personal .epresent.tive. 2. A .uppl.ment inventory must be filed within thirty deys 01 discovery of additional IISlts. 3. Additional shoots may be att.ched II to personalty or realty 4. See Article IV, Fiduci.ries Act of 1949. t7\ ::l 0 I M .,. 0 ~ >- .,; ~ W D ... ~ . ! ~ a: ~ D 8 rl w u a- u .. 0 VI I u 0 W W 0 '" a: D I- J: 0.. j .; 0.. ... -' u. ~ Z u. -' ~ 0 0.. E~'; w 0 < ,;. > Z a: - ~ 0 Z 0 c 0 " .-l VI Z 0 0 a: . U . ~ z I w < ra. ~ .0: a- ." ~; c ~ - ~ . I ., ~ ~ 0 u .Q ." ... g . D e ..! 0 1>0 , - " 0 Ii D U u: '" ..J /5"-?9 - /D COMMDNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIOUAL TAXES IH1tEAITAH([ fAX DIVISION DEPI. ZI06Dl HARRISBURC, PI 111ll-D601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS AND ASSESSHENT OF TAX HORACE A JOHNSON 301 MARKET ST PO BOX 109 l:OMOVNE DATE ESTATE DF DATE OF DEATH FILE NUMBER COUNTY ACN ESQ PA 17043 12-02-96 KENWORTHV 12-09-95 21 96-0204 CUMBERLAND 101 A.aunt R..Hied c-- * III.ad" tit IIt.tll GEORGE F MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS ~ iiEV:is4'7"Eif"iiFP-"iij'f:96Y"iicificEuO;:-YNHEifii'Aiici-i"A'X-A-ppiiiiiiiEi1EiiT-.--iii.i.-OWANCi-iii-------uuu---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KENWORTHV GEORGE F FILE NO. 21 96-0204 ACN 101 DATE 12-02-96 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l E.t.t. ISchadul. AI III 2. Stockl and Bond. ISch.dul. BI 121 3. Clos.ly Hald Stock/P.~tner.hlp Int.r..t (Schedule C) (3) 4. Hortuog../Not.. R...IvoOl. ISch.dul. DI 141 5. C..h/Bank DapoIU.'HlIc. Paraonal Property (Schedule EJ (5) 6. JoIntly Ownad Proparty ISch.dul. FI 161 7. Tranlf.,.. CSchadul. OJ (7) B. Tat.l A...tl APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expan..,/Ad_. COlt./HIIC. Expan... (Schedule HJ (9) 10. Dabtl/Hartg.g. LIoOIlltl../LI.n. ISchldul. II 1101 11. Tat.l DaduotIonl 12. Nat Value of Tax R.turn IS. CharItoOl./Go.......t.l B.qu..t. ISch.dul. JI 14. Hat V.lue of E.t.t. Subj.at to T.x I CHANGED 194.500.00 98,896.50 .00 .00 9,559.00 .00 .00 181 16,606.64 1.364.98 1111 1121 1151 1141 HOTEl To insure proper cradit to your account, lub.it the uppal" port ton of this far. with your tax paYHnt. 302,955.50 17.971 6') 284,983.88 .00 284.983.88 If an assessment was issued previDusly, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: IS. A.ount of Lin. 14 .t Spou.al rat. C151 16. A.aunt of LIn. 14 t..obl. .t LIn..l/Cl... A r.t. 1161 17. A.aunt of LIna 14 t..oOl. .t Call.tlr.l/Cl... B r.t. (171 18. PrIncIp.l T.x Du. NOTE: TAX CREDITS I PAYHENT DATE 08-27-96 RECEIPT NUHBER AA146669 DISCOUNT 1+1 INTEREST I-I .00 .00 284.983.88 .00 X .00. .00 X .06. 17.099.03 X .15. .00 1181-17.099.03 AltOUNT PAID 17,099.03 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION DF ADDITIONAL INTEREST. 17,099.03 .00 .00 .00 IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT'. ICR I, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I -, r" I u f-J ., ._. :'1 00 RESERVATIONI [It,t,. of dec~t. dVlng on or before Dec.~r 12, I'.Z -- If ~y lutur. Int.r..t In the ....t. I. 'ten.f.rred in po.....lon or enJo~t to CI,.. I leoll,t.r.l) beneflcl.r... of the decedent .ft,r the ..plra'lon 0' eny .,tal. for II'. or for y..r., the C~.lth herlby ..pr...ly r.,.rVI. the right to ~r.l.. ~ ...... tren.,.r Inn.rltanca T.... It the l~ful CI... . (colll.,r,l' r.t. on eny .uch future Int.r..t. P\lllPOU 01' NOTICE, To fulfill the requlr.-.nt. 0' Section 2140 of the Inherlt~. 8nd E,t.t, Tax Act, Act IZ of .9'1. 72 P.S. s.cUon '140. PA'fflEHTI DetKh the top portion of thh Notice IWMI .ubIIlt with your Plynnt 10 the Reglst.r of WUlI printed on tN r...,.r.. ,hM. u..... chKk or 110M)' ardll,. pavattle tOI REGISTER OF HILLS, AGENT All P'PMt. recalved shall flrst be epplllld to eny Inh,..st which ..y be due with MY ,....Inder epplled to the tn. REFUND (CAh A r'fund of . tI. credit, which .... not ra~.ted on the Ta. Raturn, .ay M ra~.t" by cOIIphtlng .., -AppllcaUon for Rafund of Penn.vlv..,l. Inharltanca end E.t.t. T.x" CREV~1313). Appllc.tlon. .r. av.llabl. .t the Dfflc. of the RIII.t.r of Will., ..,y of the Z3 R.venue DI.trlct Offlc.., or by cllllng the .paclll Z'-hour anrwerlnt ..rvlc. nu.ber. for for.. orderIng. In Pann.ylv..,l. 1-IOa-S6Z-,a50, out. Ida Penn.ylvanla end Mlthln locIl H.rrlSburg .r.. (717) 717~1094, TDD' (717) 77Z~ZZ5Z CHe.rlng lap. Ired Only). OIJECTIOHSI Any p.rty In Int.r..t not ..tl.fled Mlth the eppr.I..-.nt, .llowanc. or dl..llowanc. of deduction., or .......-nt of t.. (Includlnt dl.count or Int.r..t) .. shown on thl. Hotlc. .u.t Objact within .Ixty (601 day. of rec.lpt of thh Hotlc. byl -~wrlttan prota.t to the PA o.p.rtaant of Rlvenue, 10lrd of applll., Dept. ZIIOZI, Herrl.burg, PA 17IZ'~IOZI, OR -~llact1on to hh. the ..ttar det.ralned It audit of the ICCount of the plr.onal repr..ant.Uv., OR -~appaal to the Orphan.- Court. "'IN ISTRATlVE CCltRECTlOHS. Fectuel arron dbcoVlr.d on thh .........,t Ihould M ~ra..ad In writing tOI PA Dep.rt..,t of R.venue, Bur.au of IndIvidual T.x.., ATTHI Po.t A......ent R.vlew unIt, Dept. Z10601, H.rrlsburg, PA 171ZI~06al Phone (717) 7'7-'505. S.. pag. 5 of the bookl.t -In.tructlon. for InharltlftC. T.. R.turn for. R..ldlnt Decedent- eREV~1501) for an ..planatlon of ~lnl.tr.tlvalY corr.ctabl. .rror.. DISCOl..NT. If any tax due I. p.ld Mlthln thr.. el) calendar .onth. .ftar the deCedent', daath, . flv. p.rcent e5~) dl,count of the t.. ,aid I. allowed. PENALTY. The 15~ t.. lIne.ty non~p.rtlclp.tlon penaltv I. co.puted on thl total of thl ta. end Int.ra.t ......ad, end not p.ld ~fDr. January II, 1996, thl flr.t d.y .ftar the end of the t.x eane.ty parlod. Thl. non~p.rtlclp.tlon penaltv II .".IIMll. In the ... 'arwMlr end In thl the .... tI.. ,arlDeS II you would IPPI.1 thl ta. end Intar..t that hi. bien ......ed .. Indlcatad on thl. notlca. INTEREST. Intar..t I. charged beginning with flr.t day of delinquency, or nlna e9. ~th. end one el) d.y froe thl data of de.th, to thl dlt. of paY8l"t. '.xa. which baca.. d'llnquent Mfor. Janu.ry 1, 191' bI.r Intar..t .t the r.t. of al. e6X) percent par ~ c.lculated .t a dally rata of .00016'. All tax.. which bee... d.ll~t on end .ftar January I, 1912 will b.ar Intar..t at . rat. Mhlch will vary fr~ c.lendar y..r to calend.r y..r Mlth that rata ~ad by the PA D.p.rt.ant of R.venue. Th. appllcabl. Int.ra.t rat.. for 1912 through 1996 .r.. !!!! Int.r..t ht. DIllY Intara.t F.ctor !!!! Inhr..t Rata Oally Intar..t Factor 1912 lOX .OD0541 1987 OX .OOD2U 19n lOX .ODOU' 1918-1991 llX .000301 1914 llX .OD0301 199Z OX .0002U I91S UX .ODOn6 19n-I99" 7X .DOOI9Z 1916 lOX .OODZ74 1995-1'196 OX .0002'7 --Intan.t II calculatad II follow'l INTEREST . BALANCE OF TAX UNPAID X NUnBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlca llluad aftar thl t.lC bee... dallnqu.nt ..111 nflact an Intar..t calcul.tlon to flfta.,. (5) d.y. bayond t~ dlte of the ......eent. If pavaant I. .ad. aftar the Intara.t co~t.tlon data .hown on thl Notlea, edcl1t1onel Intar..t ....t be calculated. STATUS REPORT UNDER RULE 6,12 Name of Decedent: GEORGE F. KENWORTHY Date of Deathl 12/9/95 Will No. 0204 _ ,Q4& Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the follow.lng with respect to completion of the administration of the above-captioned estatet 1, State whether administration of the estate is completet 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 I a. Did the personal representative file a final account with the Court? Yes No X b, The separate Orphans' CQurt 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' C,ourt and may be attached to t is report. oate:~ S ..... t:~ - c;') OVl ,,0.; <IJ= ~ " > ~ -' ':i .~-- ;,(J OW ..... I .~ ... .- ~ ~j W \.1 tJ ~',) ,I) ..~ .-. 00) ',,0 l!lQ) P\ -E a: a: CD:] uu (MAH: rmU AM3) Horace Johnson, Es . Name (Please type or print) Johnson, Duffie, Stewart & Weidner 301 Market St., P. O. Box 109 Address Iemoyne, PA 17043-0109 (7171 761-4540 '1'el. No. CdlJacity: Personal Representative X ..,Counsel for personal representative RW-Z7