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Home My WebLink About96-00313 PETITION FOI~ PIWUATE und GHANT OF I.ETTlmS blllll' of _~___Qnrll,. Onkley __________ No, ,2.1:96:_ 31...:>____ ____________ aho kilO"",, a.\ ~_ ________u_____ Tn: -.--------~-.------ ---.- --,----....-- ___.___._._., 1)~'(.(.aJ(.'I. So(,;,,/ S<'l'IIr;IY No, .:t:O-li__::1..2-=_L'.'i:CD_ Regbler of Wil" for Ihe ('Ollllly of ____C_ul!lbcrlllnd_ in Ihe COllll1lollwcallh of 1'l..'III1'yl\'ania The pelilion of Ihe IIl1de"igned re'peelflllly lel"e'elll' Ihat: Y uur pClitiolll'r(...). \\ 110 j,/an.' I H )'l'.u... or Olgc or older an Ihl' t,.'xl.'clItrj1L illlhe 1.1.'1 will of Ihe ahol'e dec,'delll, daled SeptemberJA, and codicil(,) daled ---none J"'A ~~-i-=IiEf_'i LC 1~!!1I\-P'1 "J~r1LLb:lW_Y', named , 19_63- (\1.11... rl'll'\;lIl1l'lr(lIIll,l.llIl'lo.'\. l'.J.!. rClllllld;lIiulI, (k,lI!l III "'\",'\"UIOI, \'1('.1 lJecendenl wa, domiciled at death in _CumberlIDlll COllnIY. l'enns)'ll'ania, with h is lasl family or principal residellce al 6331 nrandY-MlJJ.!),J..Q1Ji, .Mm:ill\nk:;hurg,_l.'A17JIM H 11/ >1/' IX-,~ nv P (lill \IICI.'I, numher ilmlllllllldpalu)', lJeeendent. thell 21_ yea" of age, died at ~edicaLCenter,...Lebanon. Pn. Excepl as follnws, decedent did nOlma"y. was nol dil'oreed :lIld did 11<1I hal'e a child born or adoplcd after e,secnlioll of Ihe will offered for probate; was nol the I'iclimof a killing and was nel'er adjndicaled incompelent: _no_exceptions DeeendclII at death owncd property wilh cSlilllated values as follows: (If domidled in 1'01,) All pcrsonal propert)' (If nol domiciled in Pa,) Personal propert)' in Penns)'ll'ania (If nol domidled in 1'01,) Personal property in COllnl)' Value of real C~latc ill Pcnl1!-lyl\'ania silUalcd as follow,; Ma.~h 20, 19116 .19 S unestimated S S S WHEREFORE, pClitioner(,) respect full)' requesl(s) Ihe probale of Ihe lasl will and codidl(s) prcsented herewilh and Ihe gralll of letters testamen1l!.ry. thcroll, (ll'\liUlIClllar}: aJmini\lfilliUlI ,:.1.:..: adminj\lrmiull d.h.II."',I.a.1 , " " ;; ~Z " - "'M .", c'= ~'= -~.j '- "E'";: " . "; ---------.--. " ~ ~ f1-l.cU /) 7Co 1).A:.ot4:r(.~.:6.J 7'fc~rrrllc ~ 6015 IVilliam Drive -.-M..~hnnic_~l'g,~ 17055 OATH 0... PEHSONAL ImPHESENTATlVE COMMONWEALTH OF I'ENNSYLV ANIA COUNTY OF CUMBERLAND } ss The pelilioner(s) :Ihol'e-named ,wca.ls) or affirm(s) Ihat the slatements illlhe foregoing pelition arc truc :lI1d eorrecl 10 Ihe he,1 of Ihe knowledge :lI1d helieI' or pelilioner(s) alld thaI as personal represcn- lalive(,) of Ihe ahol'e deccdenl pelilionel(') will well and lruly adlllilli,'er the eslate according 10 law, fl ,,' Swurn 10 ur affirrue'~~Il:'~ ,uh,cribed I \.J..:r.l1.JJ_!1?-" /'It-'r..}I1.L.d~,- ~ hefore me lhi, ______________ day or f~.J!..."--t2-?!;~c..!.tt'.:.t1~1.c.c-tf.:-_ ~ \..J -~[ch,-~---t .} AUL 1 ' ~ 7't'l,7t>"~{,'~..0I.l( ~I.,'JJ.~t.c.tj ______ ~ Mary C. LeWIS, .'I1'I+H',!- -_______ 2 M;;~Y- No. 21-Ull- .3/3 Eslulc 01' Curl I.. Ouklcy , Ucccuscd UECH,EE 0... 1)IUmATE ANI> GRANT 0... LETTEI{S ^Nl> NOW APRI L I 6 I'I~, in consideTlllion of Ihe (lelition on Ihe re\'erse side hereof. smisfuclOry (llOof hu\'ing bcen (lresenled before me, IT IS DECREED Ilml Ihe inslrument(s) dUled Scptcmbcr 14, 1963, described Iherein be udmilted 10 (lrobUle und filed of record us Ihe laSI will of Curl L. Oak Icy and Lelters Tcstnm culm arc hercby granted 10 Jcnn McCorm ick MARY C. '\..J') 13!1!f {;, ({fJ ~ -I'-..i,liJJ~I2tu@) L EW I S ~" of \\',11\ JJ,/1!t;..;- Frcy and Tilcy By Robcrt M. Frcy #06274 ATTORNEY ISup, 0, I,D, No,) FEES Probate, Lelters, Ele, ,"",'" S 50.00 Sholl CCrliliealcs( 5) , , , , , , , , " S-1.5-'l1L .x-paae.s - -3; 00 Kenbncmnon ,.............., S Jep S 5.00 TOT^L _ S 73.00 Filed ,J;.,~~~,~, '~~'" ..l,~~,L"..,......, 5 S. Hnnover St., Carlislc, PA 17013 ADDRESS 717-243-5838 PIIONE LETTERS AND ORDER GIVEN TO ATTORNEY. ell - lC,ctllJ - -3/3 0(") ~ :o~ Cm 3;:- m 0 0" (.~ 0 -,.., ~:.. ., ;g ._~ Cl .T' n: \ .'. 9- ~: ~ 00 1 ~ .....-. (. .. --=: ~, ("; f:J () a ~~(!J 0 ~ iii 0 ~~ .. - - ..,., .. _. .0 . LM'iT \\LLL /\:'\\) TI':STAi\lE"T 0\0' ('AHL L. OAKLI':\' I, CAltL L. OAKLI':\', of II:unpdl'n Township, (liO:17 Carlisi.. Pike, l\lechanicsuu1'g), CUlllbl'rland County, I'l~nnsylvania, I)ping of sound and dis- posing mind, n",nl01')' and Un\h:l"S1ulllling, do 1II'1'cuy lIIal"" publish allll <.Iecla1'c this as ami for my last Will and Testament, I",reby revoking and making void any and all Wills hy me at any tinl<' III'rdofo1'1' iliadI'. 1. I direct my h..reinafter naml'd EXl'cutrix to pay all of my just deuts and uneralexpenses as soon after my uealh as may be fouud convenient to do so. 2. All ClC rest, residue and r(~mailJ(kr of my l'state, real, peroonal and nixed, and wheresoever the same may b(~ situate, 1 give, devise and bequeath nto my wife!, I,rma It. Oakley, he" hl'irs and assigns, provided my said wife, Erma It. Oakley, shall survive nll' by a period of ninely (DO) days. :1. If my said wife, Erma It. Oakley, shall pre-decease me or fail to 'urvive me by the aforesaid period of ninety (DO) clays, then all the rest, residu nd remainder of my eslate, 1'eal, personal and mixed, and w!I(,resoever the ame may be situate, I give, devise and bequea1l1 in equal shares to my 11ildren, and their respective Iwi1's and assigns, my childr(~n being ,Jean lcCormick, of (i(J1n Williams Dri \'<', ,,01L Ac1'l's, i\1l'chanicsbu1'g, Pl'nnsylvanh 'hi1'1ey B. Kerr, of 41li Walnnt Stl'l'l'l, Carlisle, I'l'nns)'lvania; and Elsie E. akley, of Y. W. C. A., Cincinnati, Ohio. 4. 1 he1'l'by nominate, eonstitute and appoint my said wife, Erma It. akley, Executrix of this lilY last Will and Test:II11f'nt. In the evr.nt my said wifr., El'Ina H. Oakley, shall pre-deceasr. me or fail o qualify as Executrix, then 1 herehy nominall', constitute UlHI appoint my said /,," CERTIFICATION Of NOTICE UNDER RULE 5,6(a) Name of Decedent: Curl L. Oukley Date of Death: Murch 20, 1996 Will No. Admin, No, 21-96-313 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the fallowing beneficiaries o( the above-captioned estate on May 9, 1996 ~ Address Jean B. McCormick, 6015 William Drive, Mechanicsburg, PA 17055 Elsie E. Combs, 358 Terebet Court, Covington, KY 41017-2633 Shirley B. Kerr, 1272 West Trindle Road, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except no exceptions Da te: May 9, 1996 Signature )/J n_ _ :- t... "'L r ........~ . f"l{ C7\ -::~ ~ c.' ., .) 0.: 'Il M n.. '.' C7\ .., I - <:: .~ ' :c Cl " U Il) '.0 i:: tl\(C !-" 2:> a: Uu Name Robert M. Frey ArIrI ress 5 South Hanover Street Carlisle, PA 17013 Telephone (117 ) 243-5838 Capacity: Personal Representative X COllnse 1 for persona 1 representatLve DNa' AA 112959 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '* llV,ll62f.t.....1 ACN ASSESSMENT 1':1 CONTROL ~ NUMBER AMOUNT RECEIVED FROM: a FREY RODERT M ::. 5 HANOVER STREET 101 Sl,:J16.00 CARLISLE, PA 17013 ESTATE INFORMATION: r:t FILE NUMBER 5i 21-1996-0313 ~ NAME OF DECEDENT (LAST) ~ OAKLEY CI'IRL L ~ DATE OF PAYMENT Iii 06/20/96 m POSTMARK DATE COUNTY ".- CUf1BERLAND DATE OF DEATH SSN 40,,-,22 --6409 IFIRST) IMI) fa TOTAL AMOUNT PAID '101,316.00 VZ 03/20/96 REMARKS SEAL JEAN B f1CCORMI CK CIO RODERT M FREV EGO CHECK" 18 RECEIVED BY ), , REGISTER OF WILLS , ......,,' \_, .X i"'.~.I.{;/ SIGNATUREl M(.RY C. LUllS "',. . ' REGISTER OF WILLS -,- ---- ~..--..M...~~ .'-'..'V .'1:. " . " , /'.. RIY.IS00 U. 1',Q'1 w ... :lit'~'" u"''' w,,-u :z:c"" u"'''' ,,-.. "- "" /,!,;- - "fJ -) INHERITANCE TAX RETURN J RESIDENT DECEDENT . .(TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~~ ... z w '" w u w '" CONlMONWEAlTH Of PENN~'UVAr~IA DEPARTMENT Of REvENUE oEPT 180601 ttARRI~.UIlG. PA 111280601 DfnOlNT'!. NAMlllA~T. fllSI ,uw M'PDLI IWTIAII OAI\LEY, CAUl, L. ~OCIAl UCUIlITY NUMUR / fOR OATIS Of DIATH AnlR 12/31191 CHICK HIRl If A SPOUSAL POVERTY CAlDn 15 CLAIMID I I fill NUMBIR 21-U6-31:1 COUNTY CODE YEAR I>lUMBER OAl( Of ot"'''t 404-22-6409 3/20f96 VI(tV(t~1 SCOMPIIIl "'VOllt~~ 6331 Urundy Lllnc, Lot 6 JO-"-"OO';''''------- IIl.CChllniCSbUrg, PA 17055 ~15L!.1!..___ ~'''' _Cumbcrllllld !IOCI...\ !If CUI IT' 'WMIlR AMQUt41 1(((....10 l!!lI IN!lUuCTIOtH) nJ 05 !La Remainder Relurn (far dales al death priar to 12.13.82) federal Estale Tax Return Required Total Number of Safe Deposil Boxes I" '''1'(101111 SU1W'W''''O srev'. '......111"', "1$1 "liD ..'VtlLl lNll'''II !K] 1. Original Return 0 2. Supplemental Return o 4. limited Eslale [I 40. Future Interest Compromise (for dales of death oher 12.12.821 OCJ 6. Decedenl Died Testale D 7. Decedent Maintained 0 living Trull IAllach copy of Willi (Allach copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAME UU'HQNE NUMBE" :z '" ;:: :s = ... G: "" '-' w '" 1. Real Eslate (Schedule AI 2. Stocks and Bonds (Schedule 81 3. Clolely Held Stock/Partnership Inlerest (Schedule q 4. Mortgages and Notes Receivable (Schedule D) 5. Cosh, 8ank Deposits & Miscellaneous Personal Properly (Schedule EI 6. Jointly Owned Property (Schedule F) 7, Tron.fen ISchedule GllSchedule LI 8. Total Gross Assets (total lines 1.71 9. Funeral Expenses. Administrative COlts, MilCellaneous Expenses (Schedule HI 10. Debts, Mortgage liabililies. liens ISchedulo I) 11. Tolal Deductions (10101 lines 9 & 10) 12. Net Value of Estale (line 8 minus line 11) 13. Charitable and Governmenlal 8equeus (Schedule J) 14. Net Value Subject 10 Tax (line 12 minus line 13) 15. Spousal Transfers (for doles of dealh alter 6.30.941 See Instructions for Applicable Percentage on Reverse Side. (Include values Irom Schedule K or Schedule M.) 16. Amount of line 14 toxable 01 6% role (Include values from Schedule K or Schedule M.) 17. Amount of line 14 taxable at 15% role (Include values from Schedule K or Schedule M.) 18. Principal tax due (Add lox 'rom lines IS, 16 and 17.) 19. Credits Spousal Poverty Credit Prior Paymenls + 1,316.00 CQMPlETf MAilING "'PORU!! II) __________.__ (2)___ ( 31 (4 I ___ ____.__________ (51 _..J.'L 917 .1_7 (6) 9,687.90 171 27,605.07 z c ;:: "" ... = "- :E c '-' >< "" >- (91 (101 6.076.83 (a I 6,076.83 21,528.24 (111 (121 (131 (14) 21,528.24 (151 (16) (171 X._= 21,528.24x ,06 = 1,291.69 x _15 = (1BI + Discount 64.58 Interest 1,380.58 88.89 20. If line 19 is greater than line 18. enter the difference on line 20. This is the OVERPAYMENT. t1~ (191 120) Check hero if you aro roquasting a rofund of your ovorpayment. (211 (21A) (2IB) 21. If line 18 is grealer than line 19. enler the difference on line 21. This is the TAX DUE. A. Enter Ihe interest on the balance due on line 21 A. B. Enter Ihelatal of line 21 and 21A on line 21B. This is the BALANCE DUE. Make Check Payable to: Register of Will., Agent Ill'" ~~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-< Under penalties 01 perjury. I declare Ihot I hove examined this relurn, including accompanying schedules and statements, and to the belt of my knowledge and beliel. it is Irue, correct and complete, I declare that 011 realestale has been reported 01 true markel value. Declaration of preparer other than Ihe personal reprelentalive is based on 011 informal ion 01 which pre parer has any knowledge. O"'1f,t' .I 17055 Au . , 1996 .-------. , OA.ll, { J- 4Jtr -=-Aug. 1996 Act #48 of 1994 provides for the reduction of the tall rates Imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: . 3% (.03) will be applicable for ostates of decedents dying on or after 7/1/94 and before 1/1/96 . 2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 . 1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 . Spousal transfers occurring on or after 1/1/98 will be ellempt from Inheritance tall. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (,,) IN THE APPROPRIATE BLOCKS. YES NO 1, Did decedent make a transfer and: x a. retain the use or income of the property transferred, ...........,...........,....................,..,......, x b. retain the right to designate who shall use the property transferred or its income, ............... x X t. .' c. re am a reversionary Interest; or ............................,..,..........,..,..,..............,................... d. receive the promise for life of either payments, benefits or care9 ......................................, 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate cansideration9 If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cansideratian9 ....".......,.....",..,' ....... ......."..,....,...,.",.."."., ....' ..............".,.."...., X X X 3, Did decedent awn an 'in trust for' bank account at his or her deathL.................................,.. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ..- ..' I I ,..J() uvUOlIth 111"1 L L ._--~ .-- ---.'- SCHEDULE F JOINTLY-OWNED PROPERTY t. ~"~'~C\ -~ COMMONWIALtH 0' 'INr4!tYlVAN1A INHUtltANCI t...... R[tURN RUIOINt OIClOINt . ----__,___0 .____ FILE NUMBER 21-96-313 ESTATE OF CARL L. OAKLEY -------- Join' '.nan'(')1 RELATIONSHIP TO DECEDENT Daughter -~-_.._._--- -. ADDRESS 358 Terebet Court Covington, KY 41017-2633 NAME A. Elsie E. Combs B. Jean B. McCormick 6015 William Drive Mechanlcsburg, PA 17055 Step-daughter C. ITEM LmER DATE NUMBER FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF JOINT OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 1f26/87 Mellon Bank checking acct. #142-110-0676 12,639.94 5096 6,319.97 Accrued interest to 3f20/96 .41 5096 .21 2. A 8/31!71 Mellon Bank statement savings acct. #180-144477 1,311.21 5096 655.60 Accrued interest to 3f20/96 1.29 5096 .64 3. B 10f5f93 Dauphin Deposit Bank checking acct. #0010458751 5,422.80 5096 2,711.40 Accrued interest to 3/20f96 .15 5096 .08 -.- -- TOT At (Aha enter on line 6, Recapitulation) S 9,687.90 --- - Joln,ly-awn.d propertYI (If more space is needed insert addlfional sheels of same size) .. 'lVl\lllhl'II, ESTATE OF ITEM NUMBER A. 1. . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMM0f4W'AIIt, 01 PI tm\yt",A'lIA INtH ItnAUC[ IAI I( hJIH Rf~IOU41 O(ClOWI PI. a.. Print or Tvpe r NUMBER 21-96-313 HH_ __ ___________ CAUL I" OAI\I,EY DESCRIPTION Funeral Expen.es: Jean B. McCormick, reimbursement for funerallullcheon 1. B, Admlnl.tratlve co.ts: 2, 3, 4, C. 1. 2, 3, 4, 5, 6, 7, 8, Personol Representativo Commissions Social S.curily Numb.r of Pe"anal Repre.e"laliye: 1996 162 - 22 - 3909 Yoar Commissions paid Allarney Fe.. Family Ex.mplian Claima"t Addr... of Claimanl 01 d.c.denl'. dealh Slr..1 Addr.ss Cily R.lalion.hip Slale __ Zip Cod. Prabat. Fe.. Mlscellan.ou. Expen..s: PP&L, electricity PP&L, electricity P A Dept. of Revenue, 1995 personal income taxes IRS, 1995 personal income taxes Algis Security Insurance Co., fire insurance Leininger, van inspection Kathryn W. Fetrow, Tax Collector, real estate and personal taxes Bell A tluntic, telephone TOTAL (AI.o e"ler on line 9. Recopitulalion) (If more .pace i. need.d, In.er' additional .h.... 01 .ame .i18,) s AMOUNT 150.00 1,932.35 1,932.35 0.00 73.00 59.14 50.04 9.00 689.00 34.25 33.39 39.15 43.09 I I" '...J - I ,. - !} BUREAU OF INDIVIDUAL TA~ES INtlLRllAHCl lU DIVI'ilnN DEP'. leobOl tlARRI5BURC. PI 1Illa-OllOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,\, l- ~' '..~'('~ .J (:~ ,,. .-. ~i!!?{ .. " ..,,1'. ~t .It _ .~., " I" I:t .., CARL L NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TA~ JEAN B MCCORMICK 6015 WILLIAM OR MECHANICSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-09-96 OAKLEY 03-20-96 21 96-0313 CUMBERLAND 101 , , I I 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 YOUR RECORDS ~ iiiV': iS4,nx-AFP' - i i'i'PJ&Y -NoT i C E- -OF - "iNHER ifANc E- TAX - APPRAi sEMENi'-; -Ai. LOW ANcE-c-Ii - - - --- - --- - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CARL L FILE NO. 21 96-0313 ACN 101 A~ount RGnltt.d ! -~. PA 17055-8431 ESTATE OF OAKLEY CHANGED TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R.al Est.t. (Schedule Al ell 2. stocks and Bonds (Schedule 8) 12J 3. Closely Hald stock/PartnershlP Interest {Schedule CI (3) 4. Hortg.gas/Hot.. ReceIvable (Schedule OJ 14J 5. Cash/Sank Deposits/Hise. Personal Property (Schedule E) (51 b. Jointly OMned Property (Schedule FJ IbJ 7. Transfars (Schedule GJ (7) 8. Total Assats ,00 ,00 ,00 ,00 17.917,17 9,687,90 ,00 181 6,076,83 ,00 IIlI 1121 1131 1141 APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funeral E~p.nses/Ada. Costs/Misc. Expenses (Schedule H) (q) 10. Debts/Hortg.ge Liabilities/Liens (Schedule 1) (10) 11. Tot.l Deductions 12. Net Value of Tex Return 13. Cheritable/Governmental Bequests (Schedule J) 14. Net Value 0' Estete Subject to Tax If an assessment was issued previously, lines 14, IS and/or 1&. 17 reflect figures that include the total of ALL returns assessed to ASSESSMENT OF TAX: 15. A~ount of Line 14 at Spousal rate (15) 16. A~ount of Line 14 taxable at Line.l/Class A rate (161 17. Aaount of Line 14 taxable at Collateral/Class Brat. (17) 18. Principal Tax Due NOTE: ,00 X ,00= 21,528,24 X .06= ,00 X ,15= 1181 TAX CREDITS: PAYNE NT DATE 06-20-96 12-02-96 RECEIPT NUN8ER AA1l29S9 REFUND DISCOUNT (0) INTEREST I-I 64,58 ,00 ANOUNT PAID 1,316,00 88,89- i TOTAL TAX CREDIT rBALANCE OF TAX DUEl INTEREST AND PEN. I TOTAL DUE DATE 12-09-96 NOTE: To insure proper credit to your account, sub~it the upper portion of this for~ with your tax p.ynent. 27. 605,07 f.a.n7f.a R3 21, 528,24 ,00 21,528,24 and 18 will date. ,00 1,291.69 ,00 1,291,69 1,291.69 ,00 ,00 ,00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN Sl, NO PAYNE NT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS. I RESERVATtOHI E.tal.. of dacadant. dying on or bafor. O.ca.b.r 11, 1~81 4. If any future Intara.t In the ..tat. I. tran.farr.d In Po....slon or .nJoy..nt to Clas. B Icollalaral) b.n.flclarl.. of the d.c.d.nl afl.r the a.plratlon of any ..tat. for Ilf. or for yaar., the Co..onw.allh h.raby a.pra..ly r..erva. tha right to appral.. and as.as. tr~n.far Inh.rltanca la.a. at the lawful Clal. a leollataral) rata on any luch futura Intaralt. PURPOSE OF HOTlCEI To fulfill tha r.qulr..ants of Saetlon ll40 of the InharUnnea and E.tata 111II Act, Act II of IlJlJ1. 11 P.S. Sactlon 1140. PAYI1EHT: O.tach tha top portion of thl. Hotlc. and .ubalt with your pay.ant to tha Reglst.r of Will. prlntld on thl ravar.a .Ida. ""akl chick or eoney ordar Pflylllbla to: REGISTER OF MILLS, AGENT All paye.ntl racalved .hall first be lIIPpll.d to any Intar..t which .ay ba due with any r.ealnd.r appllad to the tax. REFUND (CR): A r.fund 0' . tax crldlt, which was not raqu..tad on tha T.x R.turn, aay b. raqua.t.d by coaplatlng .n "Appllc.tlon for Rafund of pann.ylvanla Inh.rltance and E.tat. la." lREV.llll). Application. ara avallabl. at tha Offlca of tha Regl.tlr of Wills, any of the 21 R.v.nu. DI.trlct Offlc.., or by calling the .paclal 14'hour an.w.rlng .arvle. nueber, for for.. ord.rlngl In Pann.ylvanla 1-80a'162'2a~0, out. Ida Pann,Ylvanla and within local Harrilburg araa (717) 787'80lJ4, TOO. (717) 172-21~2 (Ha.rlng I.palred Onlyl. OBJECTtONSI Any party In Int.r..t not .atllfiad with tha appralsa..nt, allowanc. or dl.allowanea of deduction., or a..a....nt of ta. (Including dl.count or Int.r.stl a. .hown on thl. Hotlc. aust Object within .i.ty (60) day. of r.calpt of thll Hotlea byl .'wrlttan prota.t to tha PA O.part..nt of R.v.nu., Board of Appaals, OapL 281021, tlarrhhurg, PA 1712841021. OR .'.l.ctlon to have the .attar dat.raln.d at audit of the account of the p.rsonal r.pr...nt.tlv.. OR '-app.al to the Orphan.. Court. AOHIN tSTRATtVE CORRECTIONS: Factual arror. di.cov.r.d on thl. ....s...nt .hould b. addrasl.d In writing tal PA Oapart..nt of R.v.nu.. Buraau of Individual Ta..s, AnN I Post h......nt Revl.w Unit, O.pL 280601. 11arrhburg. PA 1112840601 Phon. (117) 787'6505. 5.. page 5 of the booklet "In.tructlon. for Inh.rltanc. fa. R.turn for. R..ld.nt Oac.d.nt" (REV'1501) for an ..planatlon of ad.lni.trativ.ly corr.ct.bl. .rror.. DtSCOUNT: tf any t.. due I. paid within thr.. I]) cal.ndar .onth. .ft.r tha d.c.d.nt.s d.ath, a five p.rcant (~~) dilcount of the tax paid I. allow.d. PENAl TV I th. I~~ ta. a~..ty non'partlclpatlon p.nalty I. co.put.d on tha total of the tax and Int.r..t a"..I.d, and not paid b.for. Janu.ry 18, 1~96, th. 'Ir.t day .ft.r 11'1. .nd of the ta. a.n..ty p.rlod. Thi. non"partlclpatlon p.nalty I. app.alable in the sa.. aann.r and In the the .... ti.. p.riod a. you would app.al tha ta. and Int.r..t that ha. b..n a.s....d .. Indlcat.d on thl. notlc.. tNTEREST I Int.r..t I. chargad b.glnnlng with flr.t day of d.llnqu8ncy, or nln. (lJ1 .onth. and on. (1) d.y fr08 the data of d.ath, to the d.t. of pay..nt. Tax.s ~hlch baca.. d.llnqu.nt b.fora January I, IlJ82 b.ar Int.r..t at the r.t. of .Ix (6~) p.rc.nt p.r .nnua calculat.d at a d.lly rat. of .00016~. All t.... which b.ca.. dlllnquent on and .ft.r January I, 1~82 will b.ar int.r..t at a rat. which will vary fro. cal.ndar y.ar to cal.ndar year with that rat. announe.d bY the PA O.partaant of Rav.nua. Th. .ppllcabl. Int.r..t rata. for 1981 through 19lJ6 ar.: !!!! Int.rut Rat. Dalh Intarut raetor ~ Inter..1 Rat. DailY Inter..t ractor IlJIIl 20;( .000S48 1987 .~ .0002~7 IlJ8] l6Z .0004]8 IlJlI8'llJlJl IIZ .000101 1984 IlZ .000101 IlJlJl ., .000247 IlJ85 U~ .00OJS6 IlJlJJ"llJlJ~ '" .oooln IlJII6 10Z .0002710 1995'19lJ6 ., .0002101 ..tnt.rut I. calculat.d a. follow'l INTEREST = BALANCE or TAX UNPAID X NU"BER Dr DAYS DELINQUENT X DAILY INTEREST rACTOR '.Any Notlc. I.su.d aft.r the ta. b.co... dalinqu.nt will r.flect an Inter..t calculation to flfl..n (IS) day. b.yond the data of the .I......nt. If pay..nt I. .ade .ft.r the intere.t co"putatton data .ho~n on the Hotlc., additional Int.r..t au.t b. calculat.d. :) - <'..... .~) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' , BUREAU OF INDIVIDUAL TAXES tllOlTAHC[ tAll DlVlst... D(PT. Zl06Dl HARRISBURG, Pi 17111.0'01 m.I6UO'" na.HI JEAN B MCCORMICK 6015 WILLIAM DR MECHANICS BURG DATE ESTATE OF DATE OF DEATH FILE NUI1BER COUNTY ACN 12-16-96 OAKLEY 03-20-96 21 96-0313 CUMBERLAND 101 ~t RMltted 1 CARL L PA 17055 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 HOTE. To In"". p.ope. c.edlt to you. eccount, oubelt the up,.... pod Ion of thla fa... wlth you. tex po_to CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:U,O'n:X-"FP-(iZ:96y------..ii-iNHERii"A'iic-Ci'Aic-si'ATEifEN'foF-AccciliiiT--ii..--------------------- ESTATE OF OAKLEY CARL L FILE NO. 21 96-0313 ACN 101 DATE 12-16-96 THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAKED ESTATE. sHOWN BELDM IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 12-02-96 PRINCIPAL TAX DUE, 1,291.69 PAYMENTS (TAX CREDITS). AMOUNT PAID 1.316.00 88,89- PAYMENT DATE 06-20-96 12-02-96 RECEIPT NUMBER AA112959 REFUND DISCOUNT (+) INTEREST (-) 64.58 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,291.69 .00 .00 .00 . IF PAID AFTER THIS OATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1, HO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I r ,C " ~.. . ',' '9l .1(\:: 17 "I "7 II .4 C/c Curr'_ ,;11 c,\ PAVtENTI Detech the top portion of thll Hotl~ ant ...1 t .,1 th your pav-nt ... payable to the naM Ilnd IIddr". pdntlld on the ,......,... .1.. If RES1DfJfT DECEDENT .... check ar 110M)' order payable tar REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDDfT .... check or ~y orct.r paY8bla tal CotttONWEALTH OF PENNSYLVANIA. All p.~ta rKtllved shell be epplllld first to .,y Inta,...t which _1 bIi dl.M with WlY ,._Inde,. 1IPP1led to the tax. REF\ICD (CRh A nflftd of a tax crlldlt, which .... not r~.tlld on the Tax Alwm, ..y be r~.tlld by c~l.t1f'1'111 WI '"AppllClltlon far RahRt of p......rtlYMla JrNrlt.-.ea IInd [.blt. Tax'" (REV.1SlS). Appllait10nl IIr. .valhbl. at the OfficI of the Register of IHUI, any of thll Z3 RaY"" District Offle.. or frN the Depart..\to. Z"-hour .,....rJng I.rvl~ ~rI fa,. for.. orderlnsu In PtlMlylvanla 1-IIDD-J6Z-ZDSD, ouhld11 PennlYIVWIla end within local Harrisburg .t.. (717) 1117-1109', IDDI (7111 77Z-ZZ5Z (Haarlng l~.lred only). REPLY TOI Duutlona regarding .rror. contained on thh notice shoUld be addr...ed t01 PA Dep.rt..,t 0' R.v.... Iura..., of IndividUal Taxa.. ATTHl po.t A.......nt R.vl.. unit. Dept. 280601. Herrlabura. PA 11l28a0601, phone (117) 717.6505. DIscot.NT ~ If MY tax due .. paid .,Ithln thr.. (S) calendar ItOftth. .ft.r the dec~t'. death. a flv. percMt (5:U dllCCU'lt of the tax paid 11 .1l0Ned. PEKlL TV ~ The 15~ tax ..-.ty non-p.rtlclp.tlon penalty .. co.-ted on the tot.1 0' the tu and Int.rnt ......ed, and not paid be'or. JlJl'lUllry II, 1996, th. flret day .ftar the ~ 0' the tax __.ty period. I , INJ[REST1 Internt 11 charged bealmlna .,Ith first day 0' delinquency, or nine (9) ItOftth. and OM U) day 'rOIl the data of duth, to the dIItl 0' PIYMnt. '.IlU which becIIIIII delinquent be'or. Jenuery 1, 1982 bear Int.rnt at the rata of .1_ C~) perCW1t per ~ calC\llated at . dally rat. 0' .000164. All tlUlI. which bee_ delinquent on and .ftar Janu8ry I, 1982 .,111 ~r Int.r..t at a rat. which will vary 'rOIl calendar y.ar to calendar y..r with that r.t. announced by the PA o.pllrt-.nt of Rlvenue. The ftPPllcabl. lnt.r..t r.t.. for 1982 through 1997 IIr.~ V... Intlrut R.t. Dally Int.rl.t Factor Vaar Int.rnt Rat. DIIlly Intlr..t Factor 1982 2'X .000~8 1987 'X .0002"7 1983 16% .000438 19&aal9'91 11% .000:501 1914 IIX .oonol 1992 'X .OOO2U 1985 ISX .000356 199}al994 1% .00U9Z 1986 I'X .000Z7" 1995-1997 'X .0002"7 ".Intar..t I. calculated .. follow.l IHTEIIEST " BALANCE OF TAX UNPAID X NUKBER OF DAYB DELINQUENT X DAILY IHTEIIEST FACTOR ...Any Matlea luued aftar the tu becoMe delinquent will rllnKt an Intarnt calC\llatlon to 'if teen CIS) day. beyond the dete 0' the ........"t. If P.YMI1t 11 eade .ft.r the Int.rnt c~tatlon data shown on the Notice, add I tlOlWl Int.rest .,.t be calcullted. l~'.. ..~ .. ....- ~" =uu~ ~':;"ID U ~. _cQ)J: co.- i -:: ~"i ;;S~OW D~~ -:g.~ - ' ...c vJ __C ~-O ,- - ~ " c:GJ:I .U- C':: . os OS >o~ - 0"'0 _0 ,.:!llo~ oos . .. c- -" ... . ... '? CD ~ ... ..' III ....:l ... I>< III ~ ~ . 1:~~o'i!~'= ~j"''i!i!~ UUi\\ \}- II! 8 I It, 1,1\811 1~ '1511 \8, 1 I SI I) thlilU c:l III ~ ~~ 8 1><8 :z; .O:z;1>< ~ PI><CXl~1110 ~ OO:z;~::;;111 ~<C U III < 8 < ~ ^E-< 111 U<~I11P~ ,el:Z;\:'l P"'U~"':X:P'" ...:l~I><IIlE-<~<IlOc:l < Oll<c:lIll:Z;U.t.' :z;5:z;1'l:z;...:l~c:l" ii:O)O~<~~~~ c:lc:lE=~...:lO:Z;H> :z;I'lP::;;= .I'l~...:l <~e~~~c:ll'ltl til><~OE-<;~~:Z; p;O!!a~O)<<P:Z; p;g:c:l::;;jU:X:U~ rf U\l\\ 118111 r '8'.1881 . \\\h\ \'\11\ 11 l!i~ ;l!811'15 t~~\'i!~~ '15 ""0 E"'.. $~~'_'iD.c:'iii =",~~u~.c: ~~lEi ..I~...t'-N F~~~~ oll ~ lii a.. E. ~%:J:ai'Q) a: - c: o-5.!:!! 0 CI:>-"iii.c: u.~c'i\C,,)g. an ~ . ~ - FIRST AND FINAL ACCOUNT OF JEAN B. McCORMICK, EXECU'I'HIX OF TilE LAST WILL AND TESTAMENT OF CARL I" OAI<LEY, LATE OF IIAMPDEN TOWNSlIIP, CUMBERLAND COUNTY, PENNSYI,VANIA, DECEASED DATE OF DEATII: March 20, 1996 LETTERS TESTAMENTARY ADVERTISED: CUMBERLAND LAW JOURNAL August 9, 16, and 23, 1996 ESTATE FILE #21-96-313 TilE SENTINEL July 30, August 6 and 13, 1996 PRINCIPAL RECEIVED Accountant charges herself with the following principal amounts received: 1996 Mar. 20 Apr. 29 29 May 2 2 20 June 3 11 17 17 17 24 July 8 Aug. 21 Balance Mellon Bank checking account #884-005-6918 Accrued interest to March 20, 1996 Veterans benefit, American Legion Prize receipts, Lindewald Proceeds sale of 1992 Dodge van Magazine subscription refunds Auto insurance refund, Nationwide Insurance Co. Proceeds sale of mobile home Burial allowance for veterans from Cumberland County Visa credit balance refund Refund of overpayment, Amerigas Gross proceeds public sale of household goods and personal property Burial allowance for veterans from Federal government Insurance premium refund on mobile home, Mobile-Rec, Inc. U. S. Government retirement benefit 1,063.32 .19 200.00 3.06 9,500.00 220.52 164.30 4,500.00 100.00 75.90 143.12 935.51 800.00 15.25 1,296.00 19,017.17 TOTAL PRINCIPAL RECIlIVED INCOME RECEIVED Accountant charges herself with the following income amounts received: 1996 Apr. 12 May 14 Interest, Mellon Bank checking account Interest, Mellon Bank checking account .82 1.12 -1- , May 22 June 21 July 23 Aug. 22 Sept. 23 Oct. 23 Nov. 21 Dec. 23 . Interest on Estote checking occount Interest on Estate checking account Interest on Estate checking account Interest on Estate checking account Interest on Estate checking account Interest on Estate checking account Interest on Estate checking account Interest on Estate checking account TOTAL INCOME RECEIVED DISBURSEMENTS Accountont claims credit for the following amounts paid: 1996 Mar. 25 25 Apr. 23 May 3 3 3 3 3 3 3 3 3 13 June 12 12 12 17 20 20 July 23 26 Register of lVills, Letters Testamentary and 3 short certificates PP&L, electricity PP&L, electricity PA Department of Revenue, 1995 personal income taxes Internal Revenue Service, 1995 personal income taxes Aegis Security Insurance Co., fire insurance Leininger, van inspection Kathryn IV. Fetrow, Tax Collector, 1996 real estate and personal taxes Bell Atlantic, telephone service Connor, Rich, Kearney & Torchia, medical account Choice Visa, account balance Radio Shack, account balance PP&L, electricity PP&L, electricity Bell Atlantic, final telephone biII J. J. Skelton Oil Co., final heating bill Auctioneer for public sole of household goods and personal property Register of lVilIs, Agent, Pa. transfer inheritance tax - 1,227.11 less reimbursement from Elsie Combs and Jean McCormick for inheritance tax on joint accounts - 552.21 Jean McCormick, reimbursement for funeral luncheon U. S. Government, withholding on checking account Cumberland Law Journal, advertising Letters -2- 12.24 39.42 41.17 29.76 18.44 17.30 16.74 19.45 196.46 73.00 59.14 50.04 9.00 689.00 34.25 33.39 39.15 43.09 100.00 58.56 5.26 24.39 11. 22 11. 24 361. 85 327.43 674.90 150.00 12.76 60.00 \ , ': Aug. 21 Sept. 5 The Sentinel, advertising Letters Register of Wills, filing Pa. Inheritance Tax Return Notary Public fee Jean B. McCormick, Executrix commissions Frey and Tiley, Attorney's fee Reserve to file Account TOTAL DISBURSEMENTS RECAPITULATION Total Principal Received Total Income Received Total Receipts Less Total Disbursements Balance for Distribution JOINTLY-OWNED ACCOUNTS . 64.69 15.00 6.00 1,932.35 1,932.35 110.00 6,888.06 19,017.17 196.46 19,213.63 - 6,888.06 12,325.57 NOTE: The following accounts are not part of the probate estate of Carl L. Oakley but was received by Jean B. McCormick as one of the co-owners and was distributed to the surviving co-owner after deducting the inheritance tax due thereon: Balance Mellon Bank checking account nI42-110-0676 in names of Carl L. OakleyfElsie E. Combs, opened January 26, 1987 Accrued Interest to March 20, 1996 Total Less Inheritance tax Net amount paid to survivor Balance Mellon Bank statement savings account #180-144477 in names of Carl L. OakleyfElsie E. Combs, opened August 31, 1971 Accrued Interest to March 20, 1996 Total Less Inheritance tax Net amount paid to survivor Balance Dauphin Deposit Bank checking account #0010458751 in names of Carl L. Oakley or Jean \3. McCormick opened October 5, 1993 Accrued interest to March 20, 1996 Total Less Inheri tance tax Net amount paid to survivor -3- 12,639.94 .41 12,640.35 360.25 12,280.10 1,311.21 1.29 1,312.50 37.41 1,275.09 5,422.80 .15 5,422.95 154.56 5,268.39 . . . jj PROPOSED SCIIEDULH 01' DISTJUUUTION j ,J BALANCE FOR DISTRIBUTION 12,325.57 TO: Jean B. McCormick 6015 William Drive Mechanlcsburg, PA 17055 One-third residue of estate 4,108.52 TO: Shirley B. Kerr 1272 West Trindle Road Mechanlcsburg, PA 17055 One-third residue of esta te 4,108.52 TO: Elsie E. Oakley Combs 358 Terebet Court Covington, KY 41017 One-third residue of estate 4,108.53 12,325.57 COMMONWEALTH OF PENNSYLVANIA ) : 88.: COUNTY OF CUMBERLAND ) Before me, the undersigned officer, personally appeared Jean B. McCormick, Executrix of the Last WllJ and Testament of Carl L. Oakley, Deceased, who, being duly sworn according to law, deposes and says that the foregoing First and Final Account and Proposed Schedule of Distribution are true and correct to the best of her knowledge, information and belief. q II/Hi ~, r/?c~/1'1'7Uj. / 'I an B. Mc ormick, xecutrlx of the 'Last WllJ and Testament of Carl L. Oakley, Deceased Sworn to and subscribed before me this / f~ day of February, 1997. . NOTARl>L <;EAL KRISTA KING, NOTAllY PUOllC CARLI5LF., CUMOERLAND CtlUtHY PA MY COMMISSION EXPIRES JUNE 27,1998 -4- \, STATUS REPORT UNDER RULE 6.12 Name of Decedent: Carl L. Oaklcy Date of Death: March 20, 1996 Admin. No. 21-96-313 Will No. 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 X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk. of the Orphans' Court and may be attached to this report. Da te: April 22, 1997 J'/I ,- 'Uk..... ,b, Signature 7> ., ,~~ , ~, Robcrt M. Frcy Name (Please type or print) 5 S. Hanovcr St., Carlislc, PAl 70 13 Address \... " .." ~. i ,- (~J ( 717) 243-5838 Tel. No, -, r,. ..... ~~'. , "J G6 Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM3) ~ "" LAST WILL AND TESTAI\U:N'1' Ol~ CAHL L. OAKLJ~Y I, CARL L. OAKLEY, of Hampden Township, (6037 Carlisle Pike, Mechanicsburg), Cumberland County, Pennsylvania, being of sound and dis- posing mind, memory and understanding, do hereby make, publish and declare this as and for my last Will and Testament, hereby revoking and making void ny and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executrix to pay all of my just debts and uneral expenses as soon after my death as may be found convenient to do so. 2. All the rest, residue and remainder of my estate, real, personal and and wheresoever the same may be situate, I give, devise and bequeath nto my wife, Erma R. Oakley, her heirs and assigns, provided my said wife, rma R. Oakley, shall survive me by a period of ninety (90) days. 3. If my said wife, Erma R. Oakley, shall pre-decease me or fail to .. I" urvive me by the aforesaid period of ninety (90) days, then all the rest, residu nd remainder of my estate, real, personal and mixed, and wheresoever the ame may be situate, I give, devise and bequeath in equal shares to my hildren, and their respective heirs and assigns, my children being Jean cCormick, of 6015 Williams Drive, Noll Acres, lVIechanicsburg, Pennsylvania hirley B. Kerr, of 416 Walnut Street, Carlisle, Pennsylvania; and Elsie E. akley, of Y. W.C.A., Cincinna.ti.. Ohio. 4. I hereby nominate, constitute and appoint my said wiCe, Erma R. akley, Executrix of this my last Will and Testament. In the event my said wife, Erma R. Oakley, shall pre-decease me or fail o qualify as Executrix, then I hereby nominate, constitute and appoint my said