HomeMy WebLinkAbout96-00269
PETITION H)I{ PHonATE \lnd GI{ANT OF u:rnms
E.J:.Ii"U.EX_ _ Nil. ..2.1--:. q G,- ')'~_'l______
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Sf/cilll Sl'Cllrity Nf/. ..1'J't~3.".:-_'1'1-,:i.?_._---
Kegi'lelllf Will, for Ihe
("OIlIlIV of C:.um~f"I~L!'_..l>_ ill Ihe
Comll;OnWl.'~lltll of )Jcnn!olyl\'ania
The pl.'lilioll or Ihe umlcr\jgtH:d 'l.'\pl'i:lfully rcprc\cl1l\ thai:
Yom pClilinl1cr~. who h/~ IX YI.'ar\ of age or older i.tnlhc cxccuLcix-_________ IHlI1u:d
illlhe \;1'.1 ~Iillof Ihe ahole decl'delll, dOlled __1t'<1U.:.t....J>----------. 19.~S_
alld emhCllh) daled -.---.-------------
h',lIl' Iclc\:lnl d,.;nTll\I.llI(I", l'.~. h.'lIl1lh:i;lIiull. d~"llh 1I11.'\c(uhll, 1.'1..:.1
Ueeendenl IH" dOllliciled "I dealh in c: urn\,..1 And _ ConlllY. I'enn\ylvania. wilh
ILet_Ia,: family or [,rincipal rC\idenee a1_~..Q'l 5, C. /Y\~~_v..!L_v~~<-, 100
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lli..l \U\'\'I. Ilumhcr ,IIlJ 1Il1111dralil~-)
()eeendenl.lhen--~~--Year;ofage.died IYIc..YL\-' \0 .191/,
al ,,^e5-~""'I:I_ ,,', II "'I <-
Excepl 'I' folio"" deeedenl did notllla"y. wa\ nol dilorced and did nol have a child born or ado pled
afle, e\eclIlion of Ihe will offered for probalc; wa\ nollhc \"iclim of a killing and wa\ nc\"cr adjlldicated
il1l:ompclclH: ___.
Dccendcnl al dealh owned propcrly wilh C\limalcd \"ahle\ '" follow\:
(If domiciled in I'a.) All pcr\ona' properlY
(If nol domicilcd in I'a.) I'emmal properlY in I'enn\ylvallia
(If nol domicilcd in I'a.) I'e"onal properlY in COllmy
Value of real C!'lWtc in Pcnt1syl\,\lI1ia
\illlalCd a\ follow\:
., 11- ..
sJu,) mAn 100.000'
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WHEREFOKE. pClilioncr~ 'espeClflllly 'eqlleS!(\) Ihc probatc of Ihc ""I will and eodicil(s)
prcsclucd hcrewith and Ihc gram of ICllcr; -rr;.S77lmEN'TIMY
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OATH 0.' PEHSONAL REPHESENTATIVE
COMMONWEAI..TH OF I'ENNSYLV ANIA 1 l:lS
COli NT'\' 0'1-' J:'JJ r"lSERl./ftJ.]) J
The pelilionerls) aho\"c.n:lIJli~d \wea,(\) or affirm(\) Ihal Ihc \\:lICmenls inlhc foregoing pelilion arc
III1C and cnr:Cl'lllllh'l hcsl of :1Ie knowlcdgc and belief of pelilioncr(;) and Ihlll '" pcmmal reprC\en'
11IIi\"c(\) of Ihc aho\e dccedenl :,elitionc'(\l will well and IIl1ly adminislcr Ihe e\lale aeco,ding wlaw.
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COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
PUoM(OfOlCrOUlT,'... "''''.. ,...,
Mary Bll2aooth Kelley
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~ERTIFICA T10N OF NOTICE UNDER RULE S.6(a)
Name of Decedent: MARY ELIZABETII KELLEY
Date of Death: March, 10, 1996
Will No, Admin. No. 21-96-269
TO TIlE REGISTER:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Coun
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
July I, 1996.
~
Address
Roben M. File
Ronal and Burdene Schenck
Nancy A. Scott
1051 Allendale, Apt. C, Mechanicsburg, PA 17055
136 North 4th Street, Lemoyne, PA 17043
531 Rutter Avenue, Kingston, PA 18704
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: July I, 1996
CJw1w E,~ -:zit"'
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CHARLES E. SHIELDS, 1lI
Mellon Bank Building
2 W. Main Street
Mechanicsburg, PA 17055
Telephone: (717) 766-0209
Counsel for Personal Representative
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June 25, 1996
Real Estate:
NONE
Stocks and Bonds:
Schedule of Trust containing investement assets is allached hereto.
Lener stating how date of death values were calculated:
Cash. Bank Deposits and Miscellaneous Personal Propeny:
$123,321.24
I. Checking Acct #5140033616 - non interest bearing.
(See PNC leller attached)
2. Inventory of personal items in room
$500.08
$329.00
TOTAL RECE[PTS OF PR[NC[PAL $124,[50,32
DISBURSEMENT OF PRINCIPAL
Funeral Expense
1. Musse[man's Funeral Home, Lemoyne, PA
2, Gingrich Memoria[s - Engraving Gravemarker
$5,041.10
$60.00
$5,101.10
TOTAL:
Fees and Commissions:
1. Executrix fee
2. Charles E. Shields, III, Allorney Fees
$5,700.00
$5.650.00
$ [ [,350,00
TOTAL:
Family Exemption:
NONE
Miscellaneous Probate and Administrative Expenses:
1. Probate fees and shon certificates:
2. Adverising in Cumberland Law Journa[
3, Advertising in the Patriot MelrO-West Edition
4. Additional Probate Fee
5. Filing Account (estimate)
6. Filing Inheritance Tax Return
7. Janet Brackbill, H&R Block, prep of closeout & Fiduc, returns
8, Reimburse to Charles E. Shields III - long distance phone calls,
photocopies, cenified mailings, etc.
$223,00
$60.00
$55.60
$35.00
$115.00
$15.00
$200.00
$16.00
$703.60
TOTAL:
Inheritance Taxes:
I. Pa Dept. of Revenue - estimated advance
2. Pa Depl. of Revenue - final balance
$14,250,00
$537.64
$14,787.64
TOTAL:
Debts of Decedent:
$1.33
$9.80
$5(),O1
$31.82
$2,117,36
$15,95
$596,00
$141.00
$2.22
$5.74
$11.93
$96.73
$92.12
$83.31
$140.00
$3,395,32
TOTAL DISBURSEMENT OF PRINCIPAL $35,353.66
I. 4-24-96
2.
3,
4.
5.
6,
7,
8.
9. 5-1-96
10.6-7-96
II.
12,3-12-96
13. 4-12-96
14. 5-15-96
15. 6-24-96
Bell Atlantic - phone bill
Marlin A. Yohn - Tax Collector, per capita
Associated Cariologists - Medicare deductible
West Shore Medical Office - Medicare deductible
Messiah Village - D.O,S. Feb thm March 10, 1996
A.Z. Ritzman Associates - Medicare deductible
IRS 1040 and 1040V per extension 1995
PA Dep!. Revenue Pa-40R 1995
Neurology Center p.e,
IRS Additional Taxes Due
Final Bill for AT&T phone lease
PNC Bank - Principal Compensation from Trust Acc!.
PNC Bank - Principal Compensation from Trust Acc!.
PNC Bank - Principal Compensation from Trust Acc!.
Wildeman & O'Brock - Prep 1995 Indiv. Tax Return
TOTAL PRINCIPAL RECEIPTS:
TOTAL DISBURSEMENT OF PRINCIPAL:
BALANCE OF PRINCIPAL FOR DlSTRmUTION:
$124,150.32
-$ 35.353,66
$88,796,66
1. Distribution of personal items on inventory was already
done by agreement between the two (2) residuary beneficiares.
2. 8-21-96: Nancy Appel Scott
3. 8-21-96: Roberta A. Fite
4. 10-24-96 Nancy Appel Scott
5. 10-24-96 Roberta A, Fite
TOTAL:
ADJUSTED PRINCIPAL BALANCE FOR DISTRIBUTION:
~ECElPTS OF INCOME
1. 5-13-96 Estate checking account
2. 6-15 -96 Estate checking account
3. 7-12 -96 Estate checking account
4. 8-13-96 Estate checking account
5, 9-11-96 Estate checking account
6. 10-20-96 Estate checking account
7. 11-8-96 Estate checking account
8. 12.15.96 Estate checking account
9. 1- I 3-97 Estate checking account
$8,24
$13.91
$14.02
$74.58
$83.48
$54.31
$43,92
$31.24
$31.09
$329.00
$25,000.00
$25,000.00
$12,500.00
$12.500.00
$75,329.00
$13,467.66
TOTAL INCOME RECEIPTS: $354.79
DISBURSEMENT OF INCOME
None
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"pnlr ~~r~f)t:I', In I." Ill.. 1":'''(,,'ltrl~' nr f.llin. I~.,' !,,1n!" t'lll ,.",,1 '1'f!!J~,1'''~II''.
J r'lrl.IIf"" ,1j,.,','1 11':11 .~!,,, r;1';1'1 'H,I I." ,p'l'ti,"p" 1ft rill' 1'(1,"10"
IIIJU'r :;""lIljl'.' il' !I.,. 'll"rj.....d ."" 1""II!;I"r fI" ~.i''': ror rl,,.. !1"rrll'!lfO
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nnd ."'ll,fH)lut(> flJn(-n~t:Jon, l;n '1lIr("I'"~",, ('Or t"'l1:hor."iR" l1~'llllrq null retain
.:t"y in....,.ntrH'~nl!1 of '.'lIich t r1ic Rcizer), or ""}' r""l or pt'!rsonnl pro-
perty or ony nl'lUrc: to nel), Ieo"", I'lrclgt'!, Il\nrtqi\~c, trnnofcr,
(')Cchnng(!r cHnposro of, or I1ro1l,t optiona in rcgtlrd to nny or nIl pro-
perty or nny k inr' rorrlJ nq n pnrl; of; MY f.:nt.,tr ror Ritch tnrmn and
nllch prict"ls I1R th"y fTl.,y r1rf:l"l nruisnl'lr, to horrm" r'!onny for nny
plJrpOIJCD cnnnnr.'tr.c1 ,,'ith th" protnr.t:ion ,1nd prescrvnt:ion of my r:statQr
to MortQl1gn or r>)~'.llfr ,1"y rt'!i11 or perRonftl properly [or",inCJ n pnrt
of my T:nt"t:", or to join In ("Ir fU'''c:'ur,.. th(ll pnrtitinn of nnm'll to com-
promiao nny cll1ima or ,lr.rr....n,1R of Ply Fatate n~,.,inal: ntlmrn or of
othr.rn ng"innt' ~y rst.ntr>: t.o ml'l'", f'intrihlltion in kind nnrl to CilUS~
nny ohnr,.. to J'" r.0l!1flOti"r1 nr cnnh, propt'!rty in unc1!vi,lr.,l frnct:.ionnl
sllnreD in [1rop~rt,y ,1lCCrrr.nl: In !rind !rnJl\ 1111Y nth~r shllrr!; I1n,l to
ex(!r.lltr nn~ r'~liV("lr RII~h instrumnnt-.n ns ",;'Iy he naccon"ry Lo r.lIrry
out any of thcr.C! po,",~rR.
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CHARLES E. SHIELDS III
ATTORNEY.AT.LAW
MELLON DANK DUILDING
2 WEST MAIN STREET
MECHANICSDURG. PA 17055
TELEPHONE
(717) 766.0209
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:TIm
GEORGE M HOUCK
(1912.1991)
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June 5. 1996
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Register of Wills Agent
Cumberland County Courthouse
1 Courthouse Square
Carlisle. PA 17013-3387
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In Re:
Estate of Mary E. Kelley
No. 21-96.0269
To Whom II May Concem:
Please find enclosed payment In the amount of $14,250.00 for Inherllance tax on
account for the above-referenced estate.
Thank you.
Very truly yours.
~ E.Pt/-4J -JJC
Charles E. Shields, III
CESx:an
Enclosure
. _,. _. ._ ~"'.' 4", '_ .
"
CHARLES E. SHIELDS III
ATTORNEY.AT.LAW
MELLON SANK BUILDING
2 WEST MAIN STREET
MECHANICSBURG, PA 17055
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Register of Wills Agent
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013-3387
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Iron 1'^,ES OF OM'" AFlER 1~131191 CIlECK un
IF A SPOUSAL 1'1
POVERIY CREDIIIS CLAIMED ,.
IILE NUMDER
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li~11EnlT ANCl: TAX nElUlIl~
HJ;SIDE~IT nECEDJ;NT
(10 IlE (:II.ED IN DUPLlCA T[; "J
Wlnl HEGISHIl OF WILLS) I ',OIJII:V tOUE
1'1' 111111';; tij'~tliil;.iJiiiio;.:'-'
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YEAR
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I',/), Box 2015: ~'cchunicslJurg,P^ 17\
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Remnindcr Rolurn
(fOl dOlO' 01 death prior to 12,13.8
rcdcral E'lolo Tax Rolufn Required
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Drtedpnt Dintl Tn'lolo 1_." / Dl'(I,dl'nl Mflil1lllinf'11 n li.intl Tllnl
IAllath (Opy of Willi {AtlUlh copy ul TIU\II
---.--------
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
HAMI ....- lOMrii"fi M.i.liltj(;i.ilii~l~~~<-
_0-0. Tolal Numbt'r of Safe Doposit BOAa
_Clmrles..E --Shields ._ll.t
HUPllQU( UUMUR
2 \'lcsL I.lain SL.
I'~-'chanicsburg, l'^ 17055
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1. Real e,lole (Sthodule A)
2. 510c.k, and Bonds (Sthadulc BI
3. Closely Hold Slot~II'ortnonh;fllnlcro'l (SdlOdulo C)
A. Mortgages and Uolo, Receivablo tSdmdtll., 01
5, Cash, Bank Deposil' & MiHollanet.Jus Pcnolltll PlufI("ly
(5ch.d,l. EI
6. Joinlly Ownod PropuIly (Sti1oJul" r)
7. Tron,leu (Schedule GI (Sthodulo l)
8. Tolol Glon Anals (lolollin'" 1.7)
9. funeral Expon,cs. Admini,tralivo Co,", MiHclloncous
Expensell (Sthadulc HI
10. Debl', Morlgoge Uobililies, lions (Sthodulo I)
11. Tolol Deduction, (lololUnos Q & 10)
12. Nel Voluo of E,lalo (line 8 minus Unn 11)
13. Charilable and Govornmenlol Bcquo," (Sthodule JI
(II 0
(21$12) ,3.2_1,2'1_.._,.__
(3) .. 0__,_,_____
(41 0
(51, ?U,2_lJ . (HI
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(b 1
(71
$124,150.32
(0 I
(91_$17,1?Q.JL,__,_
$3,395,32
(10)
. ----_.._..~--_.._._.._.__..- - .---...---
(11) _, _$.211,,5.c!.~lR_,
(12) $103,584.30
(131 .____ 0
." ,.....,_..1~L.$103, 584. 30
_.______ .~~:... Nnl V(llu~~~i~'~ Tux J~~f~:~~_~r~u.'"U!~I}_.!~___
15. Spousal Trun,II'" (101 dUllH 01 l!oolh 011", 6.JO.Q.t)
Sro" Imlructinn' for ^ppliwble PeltlHlluge un RlJvcnf!
Sido. (I"dudo 'Iulue' frorn 5{hedulo K 01 Sthedule M-l
16. Amount ollillC \,1 IUlllhl(' III 6~<l fUll!
(llIdude vuhll'=s from Schedule K 01 5dll!t.l~,I!. ::.1
17. Amounl uf Unu 1.\ ItHubh.' ul 15~il rlllt'
Ilndudo valueslrol1l SdH!t1ulo K 01 Sdllldutl' 1.\1
10. Plilldpul tux due (Add lOll from lines 15, 16 Clnd 171
11). CrodiU Spousol ro.....rly CIed11 Plior POfllH,lIlh
0., + ~;1'1, 2~O'n
(151 N/^
(1/') N/A
(1;) $103, 5U'I. JO
Oiu.uunt Illllllosl
+ ~n50.00 .0
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x ,Ob =
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, $15, 537.M _. -, '
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(1D) .$15,537,64--,----.
20.
Utinn Iq i\ 9,rulol Illon lint' 10.011101 Ih(' dilf,.rrntn on UflI! 70. This is lIu. OVERPAYMENT.
Ii! lJ~~m7'Ilal].llll.1i ftLl:ilU \iiil;.'.~ lfij"a:fl-lalI.lHM:l'nl:I:.1'liil1ilfi~lt"""..
(1'1) ,$15,000.00_,__..__
(20) ._ ___~
21. 11 Lino 18 is gltlolor Ihon Uno IQ. enlellllo dilfl'lt'nco on lino 21. lhis i, Iho TAX DUE. 121) ... ~~?7 ~~-~----_.-
A. Enlol Ihe illlelesl on Iho bulun{t' duo on Uno 21k 121AI .-----15--- ._._u
O. Enlor tho lolul 01 Uno 21 and 211\ on Uno 7.1 B. Thi, i, Ihe BALANCE DUE. 121 B) __~..5.31, (P~L__._ ---.---... .
~____~~.k,!~~~~o~~.~_a.v~blo t~: R~gl~lor ~f 't'..1~~,' ~'!!~_! __... _. __ - -
~ >-IiESURETO^I~S\VEiiiiLLQUeSTioN5-0N"iiEVERSE SIDE^NDT6'REdIECrMATIl-~ ~ ..
~~d~~-p-~~~Iiie~ ~i -I~.~~~-ry-:i ~do~lt;;-II;~ll iln~;-~ "~lllill~-cl-ti1i\ ""UlI1:- i;l-tl~tii-l~!il;t~O~ll-I;~lny'i~g-~~h~Juir.~- tII;;t ~i~II~;~l~-~I'. u~d'i;ii,~-f;;~I~r -;;y~ ;lo-;I~;lu~"dr;;f1J~-I;
II" tru". (Ollod nnd (omploln, I dt'dnll' tlml nil r,",ul f'\tafl- "m Lern rrpolled ullrul) mOll"t vuluf'. ONlolUlion 01 pleporrr other Ihan lhl" penonol lep'Psenloli.,c:
bosrod on nlllnfofmalian of whith prl'I'ure' 11m any ~no....''',ju..
::j=U;[I"7~:'l~'i~~r';:'iJt:;'~"""" "'I.' 531 FUUt~': "~'~:~';-Ki,~ci~;LOl1,l,^u"iil;/U~I--' ';i~77'I1 fc... .
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._,..,__...' l"u \.. ~.'. '_, ,I~' i(i 2 \':c"t /-'ili" :jt.; ib.:!1,)nic>:bur<J, 1'1\ 17055 .jLL.)_..li,__
Act #40011994 I'rovidus lor Ihu reducli"n"r tho lOll roles imposud on tho not VOIUD ollranslDn 10 e, fe,
tho uso 01 tho srOUSO. Tho ratos as pr05cril..od I..y tho statuto will be:
. 3% (.03) will 1..0 applicablo lor csleles 01 docodunls dying on or alter 7/1/94 and bDforo 1/1/96
. 2% (.02) will 1..0 applicahlu lor estalcs 01 docodonls dyinll on or all or 1/1/96 and boloro 1/1/97
. 1% (.01) will 1..0 applicablo for ostatos of docodonts dying on or altor 1/1/97 and boforo 1/1/90
. Spousal translors occurring on or alter 1/1/98 will 1..0 oxompt Irom inhoritanco tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CIH;C~( MARK (....) IN THE APPROPRIATE BLOCKS.
YES 'NO
1, Did decedent make a Iransfer and:
0, retoin the use or incamo of tho praporly transferrod,sEE..'J:l'JJ5'r.D/.I1'II,l':I.,l'i\llU1Em:..........,
x
1.., relain tho right 10 dosignato who shall uso tho proporly transferrod or ils incamo, ............,..
c, rolain 0 revorsionary inlorost; or ,..,.........,..................,.......,...................,.........,............
d, roceive the pramiso lor lifo of oilhor paymonts, benofils or care? ............,....................,....,
2, II doath occurrod on or boforo Docombor 12, 1962, did docodont wilhin two yoars pracoding
dealh translor praporty wilhaut recoiving adoqualo consideration? If doalh occurrod oller
Docomber 12, 1902, did docodont Iransfor proporly wilhin ano yoar of doath withaul rocoiving
odequalo can sid ora lion? ,.... ..... ........... ..........,..... ........... ....,........... ......................".,.........
3. Did docedont awn an 'in Irusl far' bank account 01 his or hor doath?...............,.....................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF T11E RETURN.
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COMMOUW[Alttl 0' rrtltl!t"lVAN1'"
INtfUIlAtICE tAll. ,,(lURU
RUlOUH O(l(VWl
SCHEDULE B \
STOCKS AND BONDS
,,,.cc~=-~==~-====7~FIi.fNUMBER---
--.----- -- .-..
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ESTATE OF
~~HY E. Km.WY
21-96-269
...--"------------.---.--- .-.-
(All p,.pOlly 1.lnlly.ownod with RighI 01 Survivorship ,"usl bo dlsclosod on Sehodulo F,)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. Schedule of 'l'rust cont:aining investm::mt a5set.<; is att:ached
hereto .
$123, 321. 24
See also cover letters attached indicating how date of death
values ~~re calculatcxl.
**lnfo note: '1he funeral reserve fund is included in Ule gross
figure to the right and will not be repeated on schedule E
although the bank's infOl,l\.,tional letter is att:ached to
Schedule E.
TOTAL (Allo enler on line 2, Rocapitulalion)
,If more spuce is needed, insor' additional sheels or some size.'
5123,321.24
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Decedent Heporting
PNC Bank, N.I\.
i~o PNC plaza, 33rd Floor
Pittsburgh, PI\ 15222
'-D~@~W&G~'\
JUL I Z rJJG - ~'
PNCIlliANlK
July 10, 1996
Charles E. Shields, III
Attorney at Law
Mellon Bank Building
2 West Main Street
Mechanicsburg, PA 17055
RE: Estate of Mary Elizabeth Kelley, Deceased
OOD: 03/10/96
SSN: 199-34-7942
Dear Mr. Shields:
Please find the information you have requested on the above captioned decedent listed
below.
CERrIFICJ\i'E OF DEPOSIT
121001032960
Mary E. Kelly Burial Reserve
~lusse1man Funeral HOloe Established 10/13/94
$5,312.50 + 136.27 accrued interest
OOD Balance:
CIl&:KING ACCOONr
Mary E. Kelley Established 12/01/58
$ 500.08 (Non-interest bearing account)
15140033616
DOD Balance:
'file decedent did IlOt maintain u sure deposit box with OUl: bank.
Si~c/e1Y,
./~;#:7)
Shay Meye6
1-800-762-1775 (03)
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SCHEDULE II
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploa.o Print or TVl'o
-\ FiLCNUMBER
2l-%-2r,')
, ' .
mAlE OF
~WlY I':. I\I':I.I.EY
---.--.----
DESCRIPTION
AMOUNT
ITEM
NUMBER
A, Funoral Expon.os:
1.
2.
B,
1.
2,
---.-.,,--.---- ------
~lusselJ111n'S Funeral 1I01lTJ, I~noyne, p^
$5,041.10
Gingrich l-lenorials - EnUI:avinu Gl'avClmrkcr
$60.00
Admlnl.trativo Co.ts: Nancy ^. Scott
Porsonal Ropresentative Commissions - -
Social Socurity Numbor 01 Penonul Repre.enlutive: __4J~__,_.14_-..---?565
Year Commi..ion. paid ,--19')11 ,--,.-,--
$5,700.00
Allorney Feo.
dlarlcs E. Shields, HI
$5,650.00
3, Family Exomplion
Claimant -NQ'lE------ Rolationship -.
Addro.. of Claimanl at docodent'. death
Strool Addro..
City _____' ,51010 __ Zip Codo
4,
C.
1.
2,
3,
4,
5.
6.
7,
B.
NONE
Probato Fee. and short ccrti fica tes $223.00
Mlscellanoou. Expen.es:
lIdvertisinr! in U,e CWI~;crlanll law JOUlTlal
$60.00
$55.60
$35.00
$115.00
$15.00
$200.00
lIdvcrtising in U,C Patriot ;,lctw-\1cst Edition
lIdditional Prolxltc Fec
Filing J\cCOWlt (cstinnte)
Filing Inhcritance 'l'ax Hcturn
Janet 13mckbill, 11 & H Block, prcp or closeout & fiduc. rcturns
HemibusClIl::ml to Charlcs E. Shields, III for lonu distancc phonc
calls, photocopics, cctlificc1 lI11ilings, etc.
$16.00
-..-.---.--. .-..- .---- -,,-_.". -..,------...----------..---.---.---------.-------
5 17,170.70
TOTAL (AI.o enler on line 9, Retul'ilulalion)
(II moro .paco I. noeded, In.erl additional .hoot. 01 .amo .110.)
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SCHEDULE I
DEDTS OF DECEDENT,
MOllTGAGE LIABILITIES AND LIENS
rl.as. rdnl or Typ.
i FiLn,UMO~ii--_n_-___.
I ;n-,)('-2(,')
(ll......')I'.~1 All" nl ,..,,,,.,,Atl'"
1/."lllIOll,1 '".''111'''
'1~'I)Hjt ('IUI'I'.'
mATE OF
r'~\HY I';. I\J-:I.IJ';Y
ITEM
NUMBER
I)ESCllll'''OI~
AMOUNr
1.
IJc11 ^t1anLi c - phone bi ll.
$1. 33
4-24-%
2.
~llrlin 1\. Yolm - TilX Collector, [Jel- capita
$9.80
3.
Msociatecl CanliolOlJl:;U; - Nedicuw deductible
$50.01
4.
Ivest Shore r'lcdica1 Office - r,1cdicarc clL'(ludib1e
$31. 82
5.
~lcssiah Villa'le - D.O.S. Feu thru ~1.1r 10, 19%
$2,117.36
6.
^, Z. Hi t7JIlln i\ssue iates - ~lcdicil re dcxluctib1e
$15,95
7.
I.R.S. 1040 unci 1040V per extension 1995
$596.00
8.
P^ lJcpl. Hevenue Pil-40R 1995
$141. 00
9.
5-1-96
$2.22
$5.74
Neuro1cxJY Center P.C.
10.
I.R.S. - ^dditiona1 'l'ilxes Due
6-7-96
11.
$11. 93
Filk,l Bill for N1' & '1' Phone r.cuse
12.
PNC l3anl; - Principal Compensiltion from Trust l\cct.
l'NC l3anl; - I'dncipa1 COIlIl:ensil Lion frOlll 'l'rust i\cct.
PNC !Jank - Principal COIl\IJem;aLion f rOlll Trus t ^ccl.
IV ildelll"n & O'Brocl; - Prep 1995 lndiv. 'l'ilX Return
$140.00
3-12-96
$96.73
13.
4-12-96
$92.12
14.
5-15-96
$83.31
15.
6-24-%
TOTAL ~~~~.~_~~~~~_!~~~ .~~~.R:~~.~I~I_~ioll)_ -=-~! 395.32
(II mO/(I 'tHlel' IS "L'I~dl.tI. insert uuuiliollul "'~l"S of SUnil' sizl')
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.
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'ri.\..... ,',>olin". ;",,, tpnPP.,l.!, 'Ill' laJlt.1 J,r.,r:r, 1il1'II' 1,"l(~n hy IllY
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7,
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-1-
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nJflllf',l to Ih.. ill 1""'11",1 or fl\'f"~I)III" illntnllllf'llt, ho1VJII'I 11(','n 11uly
qllill i f i 1',1 jH'(~onl i IllI In J .1\1, ,11) bI'1"I'1''I nf'l:uol.'1I'llllf' thilt t njl'l1ml
.'1111 1'):I'I'\ltl'd th.> ill!;t nll""1l1 ,on; I'll' 1..IHI '-'i J I: th"t: J nilllu'cl It
\Jll11WIJ" ,111,1 thill I !iitll1l'fl il. .l!; WI fJ"l>p 011I1 volunl.,ry nr:t for tho
1'"I"lIOl.I'n t.lu!!'oill p):llrfOfHll'll.
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to .,IHl .,d:llow1p')'11',1 br:oforn 1!1(' hy the nhov{! TCDtntriy.
cl.,y of ',llflll!i! , 1\.11. 1!'05.
,jt!Jr:i.C'L&~L;:: ,,-:l(!,.f;t'<l) .7ll.
t1ulilr"'Yl"til,Dc
rjltr.!./IT3~H:
1,~I"(I:tIIl;,~!r. ". 1.\ [" ;,' ;'"~,. en It,
fill C,.rull~U;1.l1 UI".l hill 'II. 1'J~
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('01111'1'j' ew Cl.IJll't:I::.,,\,IJI
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I.h,' \li tIlP!;!;('!; \:hll!:'> IFln"!1 "n' !t 11I1l"tl 1.0 t ill~ at-t:;u:ll1,tt---ur 'OJ"f:1<lOlI1Q
lur.tnIT11pnt., bpin" duly qlJ.,lifi(',l m',:ordiWI to 1",..., (10 I1P.P(HH~ llnd nny
th.,' ".,. ,,'pr'~ prl'r.,.nt illl" 9."" ,.",.. I'. '."1.1.1.... , .I.,~r.t:.'lri ~
nilln mill py,pcllln t I,,> il1!llnllnr'nl un I,pr" 1.:1ot: pl) J ~ Lllo1t ttl\nv r.
l'I'""I,1'\' nXPcu\p.ll it. ":i 1,,,,,, rn~p. nutl Vnl\1l1lilry net Cor
l1H' I'"J'pon('!l l1\1'~n.in n:.:pre!Htell: U",,- nilch or ltG, in Lilt"! Imitring ;lIu1
nil.lht of !.,.,p., 14. ltl'I.l.rV , 'l'm;l.,' ri:' ni(Jl1('(\ thro
\l1l1 "9 ",'itnfl!lr;f"n: nrul lh,'t 1.0 thr:- )'('rot of onl" I~nowlcd,,~, the
'l'fOr-lill: "l"': "'nn,,t th.,t tiNr' "li(.tht~f'n (In) ur mnrr:- yp..1rn of 111JC, of
00\11111 InllH~ o1Ilt1 \lllt~cr no connlrnlnl 0)' U1H111l"! jnfluence.
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.
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f,Horn OJ' ...rfinlCfl to 011111 nhur.cribl'll IIpro!'" me thin
fI\lf1\1!il ' ^.IJ. 1~n5.
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SCHEDULE E
ESTATE OF MARY E. KELLEY FILE NUMBER 21-96.269
VALUE AT
ITEM NUMBER DESCRIPTION DATE OF DEATH
1 "Brass look" (nDI real brass) $ 30.00
day bed wilh mallross
2 TV tray $ 1,00
3 Blue padded card table wilh chair $ 3.00
4 Seven drawor wDod desk $ 20.00
5 Velvet-seat chair $ 5.00
6 Blonde-wood nights land . small $ 2,00
7 Stepping stool $ 2.00
8 Sewing box with sewing necessities $ 5.00
9 Marble base f10Dr lamp with shade $ 5.00
10 Large digital alarm clock $ 1.00
1 1 Blender $ 5.00
12 Toaster - 2-slice $ 5,00
13 Blue fabric "lap desk" $ 2.00
14 Wedgewood look-plastic blue trash can $ 1.00
15 RCA color TV with remote control $ 75.00
16 Three-drawer bureau wilh mirror $ 75.00
17 Bedside lamp wilh shade $ 1.00
18 Tan rocker/recliner $ 15,00
19 Small oak "hope chest" $ 15.00
20 Mag82ine rack $ 1,00
21 MiscellaneDus ceramic and glass birds $ 5,00
and knick-knacks
22 Miscellaneous note cards/greeting cards $ No Value
23 Jewelry box and costume jewelry $ 10,00
24 Two Bibles $ 2.00
25 Hangers $ No Value
26 Three wall pictures $ 3,00
27 Camera- Instamatic $ 3.00
28 Pholo albums/ diplomas $ No Value
29 Two magnifying glasses $ 1,00
30 Lamp for desk $ 1.00
31 Shoes (miscellaneous) $ No Value
32 Hats (miscellaneous) $ No Value
33 Nighlgowns $ No Value
34 Dresses $ No Value
35 Coats $ No Value
36 Bedding (miscellaneous) $ No Value
37 Can Opener $ 1,00
38 Laundry baskel $ 1,00
39 Undorbed cardboard box with swealers $ No Value
Iill1Hl.;
Tllc principal anti inwmc of this Trust shall bc free from
anticipation, assignmcnt, pledgc 01' obligation of Sell lor alltl shall nut bc subjcct tu any
cxccution or :Illachmcut ur 10 vuhmtary alicnatiun.
ruJ.l.K!1I~ Tr ustcc shall havc thc fulluwing puwcrs in atlllition to those
vestcd in it by law anll by othcr Plovisions of this Trust, applicable to all property, whethcr
principal or incomc, excrci5<lblc without court approval, anll cffcctive until actual distriLJUtion
of all propcrty:
(A) To rClain any or all uf the asscts of this Trust, real ur persunal,
inclulling stock ufTrustcc, ur uf its parcnt hollling company, withuut rcgard tu any principal
uf divcrsificatiun or risk.
(Il) To invcst iu all forms ufpropcrty, inclulling stuck, common trust funds
and murtgage invcstmcnt funlls whcthcr uperated by Trustce, or ils parcnt hollling company,
without rcstrictiuntu invcstmcnts aUlhorizcll for Pcnnsylvania Filluciarics, as it dccms proper,
without rcgarlltu any principal uf llivcrsification ur risk,
(C) Tu scll at public or privatc 5<llc, tu cxchange ur tu Ic.1se fur any pcriod
uf time, any rc.11 or persunal propcrly anllto give upliuns fur salcs, cxchanges ur Ic.1ses, fur
such prices anll upon such tcrms ur conllitions as it llccms propcr,
(D) To allocate receipts anll expenscs 10 principal or incomc or partly 10 C<lch
as Trustce from timc to timc thinks propcr in its sole lliscrction,
2
(E) 'I'll hllld PWpCrly in lhc namc llf :iclIlllr llr in its namc withuut
dcsignatiun of any Iidudary l'ap;lcity, llr in lhc n;lInc llf a nllminee ur ulllegislercd,
1'11'"1'1/:
Truslec may apply IIlc ncl inl'lJlllc llf this Trust for the support
of SClllor should he or shc hy Il'asun llf age, illness ur any olher cause, in the opinion of the
Truslee, he incapable of dishursing il; and Truslee is furlhcr authorizcd 10 expcnd or apply
fromlhc principal of this Trusl such sums as it, in ilS sule discreliun, may, from time to timc
Ihink advisable for the support uf Sell lor 10 mainl:tin him or her in the stalionof life 10 which
he or she is accuslomed at the crl',uion of this Trust, or during illness or emergency,
SIXTII: Suhjcctto the approval ofTrustec, anyone may add propcrty. real
or personal, to thc principal of this TruSlby deed, will or otherwise,
SEVENTH: Trustee shall receivc compensation for the perfurmancc of its
functiuns hereundcr in acconlancc wilh its slandard schedulc uf fees in effcct from timc to
lime during thc period uver which its serviccs arc pcrformed,
EIGI/TI/: Selllur reservcs tu himself or herself the right by an instrument
in writing intended to take effect during Selllor's lifetime signcd by Settlor and delivered to
Trustec tu rcvoke or amend this Agrecment in whule or in part provided that the duties,
pOIVers and Iiabilitics of Trustec shall lIul he subslantially changed without its wrillen consent,
N INTI I: The situs of this Trust for administratiun and accounting purposes
,shall be in thc Cuunty of Cumberland and Cunllllullwe,lllh of Pennsylvania, and all questions
perl.1ining to the conslructionor validity of the pruvisions of this instrument shall be governed
3
.
/,") 'I '/ . "
BUREAU Of INDIVIDUAL TAXES
INltlRITANCE TAX DIVISION
IJ[PT. 210601
I~RRJ5BUAC, PA 171ZI-0601
COMMONWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
*
tn.a_, II 11'111.'"
MARY
E
NOTICE OF INHERITANCE TAX
APPRAISENENT. ALLDWANLE OR DISALLDWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
CHARLES E SHIELDS III
2 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
CDUNTY
ACN
02-10-97
KELLEY
03-10-96
21 96-0269
CUMBERLAND
101
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOllER PORTIDN FOR YDUR RECORDS ~
REv:i54TEiCiiFP"fIF96Y-NoYicEnoFuiNHEiiii'ANcE-T-,iiOiPPRAiSEHENT-,--,m:OWANcE-oli----mm-mm
DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KELLEY MARY E FILE NO. 21 96-0269 ACN 101 DATE 02-10-97
If an assessment was issued previously. lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to data.
ASSESSMENT DF TAX:
IS, Amount of Lina 14 at Spousal rat. (15)
16. AMount of lina 14 taxabl_ at Lin..I/Class A rat. (16)
17. Anount of Lina 14 taxable at Collateral/Class 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYNENT
DATE
06-05-96
11-15-96
Anount Re.itt.d
TAX RETURN WAS: (X) ACCEPTED AS FILEn
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: DRIGINAL RETURN
1. R..I Est.t. (Schedule AJ C1)
2. Stocks and Bonds (Schedule B) (2)
3. Clos.ly Hald stock/Partnership lnt.re.t (Schedule C) (3)
4. Hartg.gas/Hota. Raceivabl. (Schedule OJ (4)
S. C..h/Bank Deposits/Hi.c. Parlonal Property (Schedule E) (S)
6. Jointly ONned Proparty (Schadule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
) CHANGED
,DO
123.321.24
,DO
,00
829,08
,DO
,00
18)
APPROVED DEDUCTIONS AND EXEMPTIDNS:
9. Funeral Expenses/Adn. Costs/Hisc. Expanses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schadule I) (10)
11. Total Daduction.
12. Nat Value of Tax Return
13. Charitable/Govern.antal aaqUast. (Schedula J)
14. Net Value of Estata Subject to Tax
17,170,70
3.395.32
(111
(12)
(13)
(14)
NOTE:
,DO X .00:
,DO X ,06:
103.584,30 X .15:
(18)
RECEIPT
NUNBER
AA112907
AA146953
DISCOUNT It)
INTEREST (,)
750.00
.00
14.250.00
537.64
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
HOTE: To in sura proper
cradit to your account,
subnit the upper portion
of this forn Nlth your
tax pay"ent.
124,150,32
:>0, ~66 0:>
103.584.30
,DO
103.584,30
.00
,DO
15.537,64
15,537,64
15.537.64
.00
.00
.00
. IF PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCUlATIDN OF ADDITIDNAL INTEREST,
I If TDTAL DUE IS lESS THAN fl, NO PAYNE NT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
~ ~EFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIDNS.)
nn
c: f~
l'
\Ci
"
... ::]1
'"" '"
') ..
.... -
'-,
'-"'1
UJ
RESERVATlONl
~
E'.e... of decedents dYing on O~ be for. D.c.~.~ II, 19., ... I' eny future Jnter..t In the ','et. I. t~'f.rr~
In po.....lon or I"Jov..nl to Cle,. a (colle'.re.' beneflcl,r... 0' the dlcldlnt .ft,r the Ikplr'llon 0' any I.l.t. for
II'. or for y..r., thl Co'.onw..lth hereby I.pr..lly r'..rvI, the right to .pprel.1 and ...... tran"'~nh.rltenc~.T'M"
It the lew'ul CI... . (coUe'Ir.U rat. on any luch lutur. I"'.r..t. ... V .: .
...::.'- ~ 'j"Q
-
PURPOSE OF
NQJJCEI
Yo 'ulflll the requlr...nt. of SlctJon 2140 0' the l~rltlnC' and E.t,t, TI. Act, Act II 0' 1991. 72 P.S.
betlo" 21"0.
PAYMENTr
D,tlch the top portion of thl. Notle. and ,ub,lt with your paW-tnt to thl Rlglst,r of Will, printed on the r.v.r.. .Ida.
.-"eke check or ~y ordlr ptubl, tOI REGISTER OF HILLS, ADENT
All P'y..nt. r,c'lv'd .hall flr.t b. appll.d to any Int.r..t whIch ..y b. due wIth any r...lnd.r appll.d to the t...
REFUND (CA) I
A r.fund of . t.. cr'dlt, ~Ich was not r.qu..ted on the Ta. R.turn, ..y be r.qu..t.d by co.,l.tlng an RAppllcatlon
for A.fund of P.nn'Ylvanl. Inh'rltanc. and E.t.t. T.xR CREY-1515), apPlicatIon. '1" avallabl. at the Dfflc.
of the R.gI.t.r of Will., any of the 25 R.v.nue DI.trlct Offlc.., or by callIng the ,p.clal 2'-hour
an,wlrlng ..rvlc. nuab.r. for for.. ord.rlno: In P.nn'Ylv.nla 1-100-562-2050, out.ldl Plnn.ylvanl. and
within local H.rrl.burg '1'" (717) 717-10'4, TOO' (717) 772-2252 CH.arlno lep.lr'd Only).
OBJECTIONS:
Any p.rty In Int.r..t not ..tl.fl.d with the appral...ant, .110wancI Dr dl..llowanc. of d.ductlon., Dr .......ant
of t.. (Including dl'count or Int.r..t) .. .hown on thl. Notlc. au.t obJ.ct wIthin .I.ty (60) d.v. of rlc.lpt of
thh Notlc. by,
AmtlN
ISTRATlVE
CORRECTIONS:
--written prot..t to the PA Dap.rt.ent of RIV'nue, loard of Ipp..I., a.pt. 281021, Harrl.burg, PA
--.I.ctlon to hav. the ..tt.r dlt.r.ln'd at audit of the account of tha par.on.l rapr..ant.tlv.,
--appI.I to the Orphanl' Court.
17121-1021,
OR
OR
a I SCOUNT ,
Factuel .rror. dl.cover.d on thl. ........nt .hould b. .ddr....d In wrltlno tOI PA a.p.rt..nt of RIV'nu.,
Bur.au of Individual T.x.., ITTN: POlt I.......nt R.vl.w unit, Dapt, 210601, H.rrl.burg, PA 17128-0601
Phon. (717) 717-6505. S.. pagl 5 of the bookllt Rln.tructlon. for Inherltanc. Ta. R.turn for I R..ldent
a.cedent" CREY-1501) for an ,xplan.tlon of adllnl.tratlvlly carr.ctabl. .rrorl.
If any t.. due I. peld within thr.. C51 calendar .onthl aft.r the dec.dent'. deeth, a flv. p.rcent C5~1 dllcount 0'
the ta. P.ld II .llowed.
PENILTYI
The 15X ta. a.ne.ty non-pertlclpatlon p.nalty II COlputed on the total 0' the ta. and Int.r..t .......d, and not
paid ba'or. January 18, 1996, the 'Ir.t d.y a't.r the end of the tax aan..ty p.rlod. Thl. non-p.rtlclp.tlon
pen.lty I. app.alabla In the .... .annar and In the the .a.. tl.a p.rlod a. YOU would app..1 the t.. and Int.r..t
that ha. been .......d a. Indlcat.d on thl. notlc..
INTEREST I
Int.r..t I. chara.d b.glnnlng with flr.t day of d.llnqu.ncy, or nln. (91 ~th. and one (I) d.y frol the data of
death, to the data of p,y'.nt. T.... which b.ca.. d.llnqu.nt b.for. January 1, 1912 b..r Int.r..t at the rat. of
.1. (6~) p.rc.nt p.t annul calculat.d .t a d.lly rat. of .000164, All tax.. which b.ca.. d.llnquent on end aft.r
January 1, 1912 will b.ar Intlr..t at a rat. which will vary fro. cal.nd.r y.ar to cal.ndar y.ar with that rat.
announcad by thl PA Departa.nt of R.v.nul. Th. .ppllcabla Int.r..t rat.. for 1912 thrOUgh 1997 '1"1
!!!r Inter..t Rat. Dilly Int.r..t ractor !!!r Int.r..t Rata Oall., Inte,...t ractor
1912 'OX ,000541 1987 9% ,OD020\7
1915 lOX .000458 1911-1991 In .000l01
1914 lIX .000301 1992 'X .OD020\7
1915 In ,GOOlS6 1995-1994 1X .000192
198' lOX .000274 1995-1997 'X .00020\7
--Internt I. calculatad a. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlcl luu.d aft.r the t.. b.co... dallnquent Mill reflect an I"tltnt C81cul.tlon to flftaen CIS) dliy,
b.vond the data of the .......ant. Jf P'yeent I. aade a'tar the Int.,...t coaput.tlon data ~ on thl
Notlc., Bddltlonal Inler..t IIUst tM calculated.
'<l' "
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L
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9"- -" :>
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