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PETITION nm PIWnATE IIlId (;J{ANT OF LETTEJ{S
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/:\IlI/I' of ....V~. [";1 ,Lud,ll....O' ~lo: ill
II/III klWIl'/II/,\ ,Vera ,0 'Neil LO ',Ne ill
No,
To:
I{~~i,t~r 01 ":i1h /'" III~
("OUUIY 01 L,UIII)l'.r "a,ll~I.., in Ih~
l\unllloll\\'l'allh tll' Ilcnn,yl\'aniil
___n________>_ ___.___~._ ____.. ______. . JJt'('('u\('tl.
Social S,'mr;(y No, ....,217,-36 -27 7.11 , ---
Th~ p~lililln 01 th~ nllller,i~n~d r~,p~~lhllly r~I"~'~lII' thai:
Your p~lililln~I(')' who i,/al~ IN y~ar' ola~~ III ..ld~1 alJh~ ~,~vnL or _,.._n"__"__' nam~d
inlh~ la'l willollh~ ah",~ llevl'd~m. dat~d ,ElI~ll!;l,-,--IL" _,.._'" _____,_,__,__. I')__'LL
and vllllidl(,) dat~d--,--,-..,-,..-.. -- --,..,..--..,-..-,--..----'..---- ..
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lJ<v~nd~lII,ln" domiciled at d~ath ,in_CuUlb~J;.I.and_- '-.-- Cunnty. I'~nn,ylnlllia. with
h...EL- ""I lam ill' III prindpal r~,id~nv~ at 12!)~Q.~ 0 r 1 VI!
Jioilil1l;-S pungs.._EU.7_0 OL,--l-\!HlLCUQ.\.\J:0.l\,'?-,
t11~1 '111.'\'1, IlIl111hl'l and 1ll1l11~lpahl~)
D~v~nd~m. th~n 93 v~a" of ag~. di~d ---H1!Y _J1, . 19 96
at _fores t ParJ<.Jlp_\."lJt,h Ca.I.Q..,.-C..i1 rl is Ie ...-l'lLlJ.OLJ
E\~~pt '" follow,. d~~~d~lII did not marry. wa, not dil'llrv~d allll did not hal'~ a vhild burn or adupt~d
aft~r e'~<nlionof th~ willoff~r~d for prohat~; wa' not th~ victim of a killing and wa' n~v~r adjudicated
incompetent:
Deeendenlal d~ath owned properlY with e,limated \'allle' '" follow,:
(If domiciled in I'a.) ^lIpemlllal properlY
(I I' not domiciled in Pa,) PemlllalproperlY in I'enn,ylvania
(If nol domiciled in 1"1.) I'e"onal property in Cou11IY
Value of n:al c~late in Penn~ylnll1ia
~il\1ated as rollow~:
S 300,000.00
S
S
S
WHEREFORE, pelition~r(') re,peclfully reqll~,t(,) Ihe prohate of the la,t will and eodidl(,)
pre,e11led herewith and Ihe gra11l0f lelle" tes tal1le\1 ta ry
Ih"'I;II1Il,'l\lar~; ;Ullllilli~lr;llitlll \;,,1.01.; ill,hllini~lr;lIil1ll d,h,n,l,'.I.a,)
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Robert C. O'Neill
1350 S\~opeOrive---
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OATH OF JlEJ{SONAL I{EJlJ{ESENTATIVE
COMMONWEALTH OF I'ENNS\'LV ANIA l.s
COUNT\' OF CUNIIEP.J)\ND J ti.
The petilioner(s) aho\'e.tH1I1H:d \wear(\) or affirm(\) that (he \Iall:menl!ol in (he foregoing petition me
\rne and mrrecltolh~ he'l of Ihe knowledg~ a,"l helief of pelilioner(,) and that '" pe"onal repre,en.
li.lli\'c{\) of Ihe i,huH: t.kl'edcnt petitinner{s) \\ill well ami truly adminbtcl' the estate according to law,
Sworn In or allinncd ami \uh\crihcd
hcfnrc mc thi\ .... __.._.:)__~_~_________ ._' ua\' of
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Estutc of Vera Lucille O'Ncil1
A/K/A VlmA (l'NEILL, (l'NEILL
, ncccuscd
nECREE m'I)ROHATE ANn GRANT 01' LETTERS
AND NOW .JUNI; 3 19--2L. in consideralion or Ihe petition on
the rever.e .ide hereor. slltisraclOry proor hllving been present cd berore me.
IT IS DECREED Ihlll the instrumenl(s) dated AUGUST 14. 1991
described lherein be admitted 10 probllte and riled or record as Ihe last will or
Vera Lucille O'Neill AIKIA VERA O'NEILL O'NEILL
and letters Testamentary
arc hereby gramed 10 Robprt r.. 0' Np; 11
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~.'II''''-~ ,. . (-/i J /J''/II.A J.'<j,..:..it
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Register of Will~
FEES
Probllte. letters. Etc. ......... $270.00
Shorl Cerlilieales(l5) .......... $ 4'i.00
lRWllIllilUIlIn EXTRA. P.AGER .. $ /;.00
JCP $ 5.00
TOTAL _ $326.00
Filed .JllJ{F;.;,. .\99.6.....................
ANDREII c'.IT~9m' Ct. 1.1). No,) 20952
JACOBSEN & MILKES
ADDRESS
52 Ej IIIGII Sf. >, CARLISLE PA 17013
[717 249-6421
I'ttONE
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MAILED LETTERS AND ORDERS TO ATTORNEY .JUNE 3. 1996
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH . VITAL RECORDS
CERTIFICATE OF DEATH
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., Vers L. B'Nsill
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., 217 - 36
-2774
l)Al"IOfDl.ITH,_o.t_1
.Ms 13. 1996
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, John C. O'Naill
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LAST WILL AND TESTAMENT
QE.
VERA LUCILLE O'NEILL
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LAST WILL MID T~::>TAME~IT
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VRIlA LUCILI,,: O'IIEILL
I, VERA LUCILLE o'nEILL, nino known an VERA O'nEILL o'nEILL,
residi'1lr in Bill timore Count.v, in the Stnte of ~lllr,vlllnd, being of Round
I
and disposin~ mind, memory and underntandinR', do hereby make, publinh
nnd declare this to be m,V LnRt Will IInd Tentnment, herflby rflvoking
all former Willn and Codicils by me at anytime heretofore made.
FIRST I I direct that my just debtR IInd funeral expflnnes be pRid
b.V my Personal Representative, hereinafter named, /La soon after my
death as mRY be practicable.
SEconD I All of the rest, residue and remainder of my estate,
real, peroonal and mixed, of every kind and description, wheresoever
situate, I give, devine and beoueath unto my son, ROBERT C. O'I/EILL,
absolutely.
THIRDI I hereby nominate, conntitute and appoint my son,
ROBEqT c. O'nEILL, to be the Pe~sonal Representative of my eotate, and
I hereby oonfer upon my Raid Personal Rflprenentative all powers 00'1-
venient or necessary for the oroper and orderly administration of my
estste, inoludinR' the power to sell all or nny cart of my estate with-
out application to or ratification of any Court havinR' jurisdiction
Over the administration of m,V flstate.
FOURTHI I direct that my Personal Representative shall be
ex~used from the naceRoity of R'iVing bond for the faithful performance
of his duties.
IN TEST mmlY WflEREOF, I hllve hereun to nubocri bed my 'lace and
affixed my seal thio ,IIi -ll"
day of AURUst, in the year One
Thousand Nine Hundred and ~inetY-One.
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'",.,., .:t-, '-c, {I., \...,' / I ,-,:', (
., Vera Lucille O''1eill, also known
as Vera O''1ei11 O':1eill
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SIGNED, SEALED, PUBLISHBD ill D,:C!.All::D by the nbDve nnmlld
te9t'ltrix, VERA LUCILLE O'~EILL, 11190 known IIn vr:RA O'ln:!L!. O'N~:!LL,
ao and for her Lun tWill nnd TtJR tnment, in tho prllnonce of UB, who,
at her requeBt, in her prosence IInd in the prosence of ench other,
have hereunto subscribed our namOR a9 witnsonos.
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21-96-1, ]/,
REGISTER (W WILLS 01' '; 1I\',i>,-U)\ll' COUNTY
OATH 01' SUnSCRIHING WITNESS
codkil
(each) a subscribing wilness 10 Ihe will IlrCsenled herewilh, (ellch) bcing duly qualiried lIecording to
law. depose(s) lInd sllY(s) Ilml presenl and SlIW
the lestal . sign the slime lInd Ihat signed liS II wilness lItlhe
request of teslat_ in h_ presence and (in the presence of elleh olher) (inlhe presence of Ihe
other subscribing wilness(es)).
Sworn 10 or affirmed and subscribed before
me this day of
19_
(Name)
(Address)
Re~;sler
(Name)
(Address)
REGISTER OF WILLS OF C <.l t-I1:5e R L A "'-' c:> COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Ro?>r~",\ C, d....I;;ILL .we-! lCl"St:' 101,O'/.lfll'-
(each) a subscriber hereto. (each) being duly qualified according 10 law, depose(s) and say(s) that
t.....1 Cor e familiar wilh the signalure of V~RI\ tI". "t" Q'/..h oJJ .
codicil
will
that
lh.<< 1
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presented herewilh and
codicil
believe/lhe signature onlhe will is in the handwriling of
testat.ci.:L- of (one of the subscribing wilnesses to) the
_,~II
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C' IJ C I t..l.-
to the besl of 1"''' I ~
knowledge and belicf.
Sworn 10 or affirmed and suhscribed hefore f2.~ c, () )//..,,;11
me this ,?t/ {/. day of (Name)
'f)-'.-...., 19.:l:..- I.h-c :,lut,PE /II!, dC'It-INto' ~IJf,,~?II I7l)~)7
1."-;;';,-"'/"'" .',. I- /i' -;f: "j,.", '''/':/'' (tlddress).-
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R('Poi,filer _.: ,"_t',. J ,./ /')7" .: //., ~I ,( ../
(Name)
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JACOBSEN & MILKES
52 East High Street
Carlish:.I'A 17013.30H5
Tel 717 249.6427
Fax 717 249-8427
Samuel W, Milkes
Andrea C, Jacobsen
July 23, 1996
Cumberland County Courthouse
Mary Lewis
Register of WilIs
Carlisle, PA 17013
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Re: Estate of: Vera Louise Q'NeiII
Date of Death: May 13, 1996
County File No.: 21. 96 . 0434
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Dear Register Lewis:
Enclosed please find a check payable to Register of WilIs, Agent, in the
amount of $18,000.00, representing an estimated payment of inheritance tax as
follows:
Assets of $315,000
Assets of $
at 6% =
at 15% =
Total =
$18,900
$18,900
$ 900
$18,000
Less 5% discount
Net tax paid
Please issue the appropriate receipts and forward them to me at the above
address.
Thank you.
Sincerely,
JA~?B~EN &.~LKES
(t,\-t :,.'::'1.. ( ~<.(,IC"->~
BY: Andrea c...Ja~~bsen
ACJ\gmm
Enclosure
(corr)0723regi.one
RtY.1500 (h 11.9.&1
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fOR DATlS Of DEATH Ann 12131191 CHECK HERI
If A SPOUSAL
POVERTY CREDIT IS CLAIMID 0
fill NUMBER
*
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
ID~'i ~ i'~;
\ SOC1A~ SECURity NUMI(Il
o .t. limiled Estate 0 .to. Future Interest Compromi\e
liar date, of dealh oher 12.12,82}
06, Decedent Died T"'ale 0 7. Decedenl Maintained a living Tru,1
IAllach copy of Willi (Allach copy of Tru't)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPUl[ MAiliNG AOOIltS:i
Andrea C. Jac bsen Andrea C. Jacobsen
m!PHON'NUMm JACOBSEN & MILKES,nS2 E..}ligh_:':f,reet
Carlisle, PA 17013 ~.~
COMMONWEAltH 0' PENNSYlVANIA
DEPARTMENt Of REVENUE
DE PT 11060 I
HAUISIURG, 'A 11121.0601
OlClOlNT"S NAMll~":i', flUT, AND MICDlt INITIAll
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O'Neill
~OCIAl $tCUIlITY NUMln
217-36-2774
Vera
Lucille
DAI( 0' O(ATH
5/13/96
I" .."'1(A111I 'UIVltlHO VouU' "''''''.Il'&'' II." ..NO "'IlOtt IN""tl
ex I. Original Return
o 2
Supplemental Return
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1. R.al Estall (S,h.dul. AI II)
2, S'a,k. and Band. (S,h.dul. B) 12)
J, Closely Held Stock/Partnership Inter,SI (Schedule q 13 I
4. Mortgages and Notes Receivable (Schedule Dl 1 J I
5, Cosh, Bank Deposits & Miscellaneous Penonal Properly 15 I
(S,h.dul. El
6 Joinlly Owned Property ISchedule F) 16 I
7, T,an.lor.(S,h.dul. G) (S,hodulo LI 171
8. Total Gran Auels (totollines 1.71
9. funeral Expen"s, Adminiuroliye Co,II, Miscelloneou, 191
Expensel (Schedule H)
10, Debts, Mo,tgage liabilities_ liens (Schedule I) (\01
11. Tolal Deductions (tOlollin" Q & 10)
12. Net Value of Estate (line 8 minus line 11)
1J, Charitable and Governmental Beque,ts (Schedule JI
14. Net Value Subject to Tall. (line 12 minus line 131
IS. Spousal Transfetl (for datil of death aher 6.30.Q4)
See Inurudions for Applicable Percenlage on Rever\e 1151
Side, (Include volu" from Schedule K or Schedule M.)
16. Amount of line '4 taxable 01 6% role (\6)
(Includ. yalues from Schedule K or Schedule M,j
17. Amount of line 14 laxoble at 150/0 role (17)
(Include 'tolues from Schedule K or Schedule M.l
18, Principal tall. due IAdd tOll. from lin" 15, 16 cnd 17.1
19. Credils Spousal Poverty Credit + i~o: OoO~e~IOO +
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COUNTY COOE
96
0434
NUMBER
YEAR
O(((own (OMI'Un AOO~U~
1350 Swope Drive
Boiling Springs, PA 17007
co.",Cumber1and
AMOUNT 1(((I't(O ISl( INSUUCTIOU$1
OJ,
05
Remainder Relu,n
(fa, dOl" of death prior to 12.1J.82)
federal eUole Tax Relu,n Required
_ 8. Tot!J1 Number of Safe Deposit Boxel
124.865.94
2,178.00
198,239.24
13,964.87
3,701.86
(B 1
325 ,?81.1 f\
17,666.73
Ill)
1121
(1JI
(141
107,1'01(; 4<;
lC._=
. ,Ob =
. ,15 =
(1BI
~;~tr~' 00
Interesl
18,900.00
443.01
20, If line 19 is g,.ater Ihon lIn. 18, enter the diHer.nce on line 20. Thil illh. OVERPAYMENT,
Ii! 0 ...m!1llllu,.i.'j"II...,..(o{.III>l-tn,l'liil,IU"",tIT':'r.~"Tj,.llI.'l'J...U!l!.lo"~III>JII-
(191
1201
21. If line 18 is grealer than line 19, enler Ihe diHerence on line 21. This i.lhe TAX DUE.
A. Enler the interest on the balance due on line 21A.
B. Enler the 10101 of line 21 and 21A on line 21B. This is the BALANCE DUE.
Make Check Payable 10: R.gl,ter of Willi, Ag.nt
BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH
.......,.'
.,.
AOOIlU:i
(211
121AI
12161
-<
~ /1l1q7
OAt(
____' JACOBSEN & mLKES. 'i:' I:. 11;..11 SI
C:1rli,;J,., P'\ 170n
~/11/97
':.,.
-., -
.IV.ISOl I.. '....1
~'~:~l\
...~
COMMONWfAllH O' 'fNNSVlVANIA
INHfRlTANCE TAil UIURN
RUIOfNI OfCfO[NI
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
FILE NUMBER
Vern Lucille O'Neill
21-96-043[,
(All prop.rty ,olntly-own.d with RIghI 01 Survivorship mUlt b. dllClol.d on Sch.tlul. F.)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1.
U.S. Savings Bonds - Series EE - $1,000
- $ 500
- $1,000
48,000.00
24,942.54
41,669.40
10,254.00
2
3
Corey Machine & Supply Co.
GNA Annuity
TOTAL (AI,o enle, on line 2, Recapilulalian)
(II more space is needed, inser' odc:lilianol sh..,s 01 some size.)
5124 865.94
.(\1,1)09(.. lUll, "
-!t1r
COMMONWUUH Of PENNSYlVANIA
INHfRlfANCI TAk R(TURN
RESIDENT DICID(NT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Vera Lucille O'Neill
FILE NUMBER
21-96-0l.34
-_._--_._----~.._----_.._--_._------~--
Jain' 'onont(.).
NAME
A. Robert C. O'Neill
ADDRESS
1350 Swope Drive
Hoiling Springs, PA 17007
RELATIONSHIP TO DECEDENT
Son
B.
C.
Jolntly.ownod proporly.
ITEM LmER DATE
FOR
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
TENANT JOINT OF ASSET '!OINT, DECEDENT'S INTEREST
1. ,
A 1991 Nations Bank
Checking A/C 30145353 19,810.09 50% 9,905.04
2 A 1991 Treasury Hill 51,441.13 50% 25,720.57
3 A 1991 Prudential Securities 281,181. 60 50% 140,590.80
4 A 1991 GNMA Bonds
Nations Securities 19,266.39 50% 9,633.20
5 A 1991 PP&G 360 Shares 18,315.00 50% 9,157.50
6 A 1991 Baltimore Gas & Electric
351 Shares 6,464.25 50% 3,232.13
I
--_. --,
--, TOTAL (Also enler on line 6, Recapitulation) 5198.239.24
(If more space is needed inser' oddilionol sheeh of some size)
.(\1 all I'. "M')
ESTATE OF
ITEM
NUMBER
A.
J, , Pleaso..Pr!nl or Tvpe
FilE NUMBER
21-96-0434
..1_...., ,... ------r---'..------' ,---
: AMOUNT
,
"Ii> ~~9n
.:~rll:~
(OMMONW[AlIH Of PWNSY~Y"N.A
INH(IllrAN{[ TAl lit TURN
_R[~lOr,,~.'pr([.ow'
I SCHEDULE H
FUNERAL EXPENSES,
I ADMINISTRATIVE COSTS AND
" MISCELLANEOUS EXPENSES
V0ru Lueille O'Neill
. ---------~,-- ._~._._-- .--.-
DESCRIPTION
I.
I Funeral Expense"
1I0ffnwn Hoth
- --- ---.------...-."' - - ._..~----_...- -.---.-- -...-
B. Administrative Cosls:
4.
C.
1.
2.
3,
4.
5,
6.
7.
8.
9.
i Personol Represenlative Commissions 213 _ 26 _ 7671
I Saciol Securily Number of Personal Reprosentative: ...______________
i Year Commissions paid Non0
JAttorney fees Jacobs0n & Milk0s
I Bernard John Medairy, Jr.
fom;Jy Exemption
I.
2.
3.
Claimant
'_ Relalionship _
Address of Claimant at decedenl's death
5treel Address
City ,
--,-______,_5tale __ Zip Code
Pr"bate fees Register of l~ills
Register of Wills
Mlscollaneous Expenses:
Register of Wills - Agreement
Register of Wills - Filing Fee
Cumberland Law Journal
The Sentinel
Vital Records
UPS
Printed Image
Hegistered ~Iail
Financial Trust Costs - Stock Transfer
. S.t~oUii~DLJ3:J] r i moxc-Counq
TOTAL (Also enler on line 9, Recapitulation)
(II more space is needed, Insert additional sheets 01 same size.)
3,517.24
00.00
9,758.49
100.00
326.00
35.00
17.00
15.00
60.00
78.38
8.00
10.00
5.73
13.20
10.00
,10.83-
5 13,964.87
1.V.l162lXl4-9l)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
o NO. AA 146551
RECEIVED FROM:
a
ACN
ASSESSMENT 'l'
CONTROL IIiII
NUMBER
AMOUNT
JACOBSEN & MIl.LER
52 E HIGH STREET
101
tol e ,000.00
CARLISLE, PA 17013
lOtDHllf
ESTATE INFORMATION:
t:I FILE NUMBER
~ 21-1996-0434 SSN
1:'1 NAME OF DECEDENT (LAST) IFlRST)
~ O'NEILL VERA LUCILLE
II DATE OF PAYME~T
m POSTMARK DATE
COUNTY
217-3b-277i,
(Mil
CUMBERLAND
DATE OF DEATH
REMARKS
JACOBSEN & MILKES
m TOTAL AMOUNT PAID
\
0:.18,000.00
DO
SEAL
CHECK" 2832
, .
" ,
-
RECEIVED BY ,
SIGNATURE
REGISTER or WillS
MARY C. LEWIS
REGISTER OF WILLS
,
. .
-------
...'--..~. ~ r(~.... .,,:.
I:J--!t\; .<3
BUREAU OF INDIVIDUAL TAXES
H~IIIRIIA"'Cf IAIl lJIVISIO"l
0(111. :8lIbDI
IlAIlNISBUWC, PA 111:8'0..01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDIICE Of INItERlTANCE TAX
APPRAISEHENT, AlLDWANCE DR DISAllDWANCE
Of DEDUCTIDNS AND ASSESSHENT Df TAX
ANDREA C JACOBSEN
JACOBSEN ETAL
52 E HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-21-97
ONE I LL
05-13-96
21 96-0434
CUMBERLAND
101
['"
Alltount Rellitted
(,'-
{.~
,.,~ ... ....
," .,'.' ,(,?1
~" 1(". ' ~f
,-".':1'"1'.'4.....;, i~'~\..
r:r.~.....:.:-.t?r'l
..)l}~~;t~
II. ~ \., II II' III "I
VERA
l
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 ....
iiEV:is'4-j-EiCiiFi>--foj-:97-n:jOWCr-OFuiNHEifiTAifcE-"{AX-A-PPRXisEifENT-.--iii.rOWANCE-cfli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ONEILL VERA l FILE NO. 21 96-0434 ACN 101 DATE 04-21-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Esbt. (Schedul. A) (1)
2. Stocks and Bonds (Schedule 8) (2)
3, Closely Held stock/Partnership Interest (Schedule CJ (3J
4. Hartg.ges/Notes Receivable (Schedule OJ (4)
5. Cash/Sank Deposlts/Hlsc. Personal Property (Schedule EJ (5)
b, Jointly Owned Property (Schedule F) Cb)
7. Transfers (Schedule G) 17l
8, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exp.ns.s/Ad~. Costs/Misc, Expenses ISchedule H) (9)
10, Debts/Hortgage liabilities/liens (Schedule II CIOI
11. Total Deductions
12, N.t Value of Tax Return
13, Cheritab18/GoY.rn~ental Bequests CSchedule JI
14. Net V.lue of Est.te Subject to Tex
NOTE:
If an assessment was issued previOUSly. lines
reflect figures that include the total of Abh
ASSESSMENT OF TAX:
15, Amount of line 14
1&. Amount of Lin. 14
17. Anount of line 14
18, Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
07-23-96
CItANGED
.00
124.865.94
.00
.00
2.178,00
198,239,24
.00
18)
13.964.87
3.701.86
111 I
112)
113)
114)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this farn with your
tax pay....nt.
325,283.18
17.666 73
307,616.45
.00
307.616.45
14. 15 and/or 1&, 17 and 18 will
returns assessed to date.
at Spousal
ta.able at
taxable at
rate
1151
1161
117)
Lineal/Class A rat.
Coll.teral/Class Brat.
RECEIPT
NUHBER
AA146551
DISCOUNT I')
INTEREST/PEN PAID I-I
922.85
.00 X .00,
307.616.45 X .06,
.00 X .15,
liB)
AHOUNT PAID
IB,OOO.OO
TOTAL TAX CREDIT
BALANCE OF TAX DUE'
INTEREST AND PEN.
TOTAL DUE
. If PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION Dr ADDITIDNAL INTEREST.
.00
18,456.99
.00
18,456.99
IB.922.B5
465.86CR
.00
465.86CR I
IF TOTAL DUE IS LESS TitAN $1, ND PAYHENT IS REQUIRED.
If TOTAL DUE IS REFLECTED AS A "CREDn" ICR), YDU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIDNS.I
In
'"
',I
~ 1 :
"
:')\
"a ::>
Ou
'[S[.VAIIOH: [...... ., d.'.d.n', d.ln, .n ., b.,.,. O.'..b., 12. 1"2 '- II .n. lu'u,. In'.,." In Ih. ...... I. ".n".".d
In P......I.n ., .nJ....nl .. CI... . ".11.'.'.11 b.n.'lcl.,I.. ., Ih. d.,.d.n. .'1., Ih. .,pl'.'I.n ., .n. ..,.,. I.,
III. ., I., ...", .h. C....n...1.h h.'.b. .'P'."I. '.'.'u.. Ih. ,I,h' I. .'P'.I.. .nd ...... ".n.'., Inh.'II.nc. T.,..
at the lawful Cl... 8 (cal1ata,.al) rat. on any such future Inte,...t.
PURPOSE Dr
HonCE:
I. lulllll 'h. '..ul'...nl. ., S.CII.n 21.. ., Ih. Inh.,II.nc. .nd [.,... T., Ac.. Acl '1 ., 1..S. '" p.S.
Slctlon 9140),
PA'fHEHT:
O.'.'h Ih. I.p P."I.n ., 'hl. H.'lc. .nd 'ub.11 .llh .ou, P....n. .. 'h. ..,1.,., ., Will. P'lnl.d .n Ih. ,...,.. slds.
uHaka chack or aonay ordu Plyabl. to: REGISTER OF HILLS, AGENT
REfUND ((R)I
A '.'und 01 . I., c'.dll, .hlch ... n., '..u.".d .n 'h. T., '.'u,n. ... b. '.".".d b. c...1.,ln, .n "Appllc.'lon
I., '.'und ., P.",.I'.nl. Inh.,I'.nc. .nd [,..,. T.," "[V-1'1". Appllc.'I.n. .,. ...II.b1. .1 .h. O"lc.
., 'h. ..,1..., ., Will.. .n. ., Ih. " ....nu. OI"'lcI 0111,.., ., b. c.llln, Ih. ,p.cl.1 2"hou,
.n".,ln, '.,.Ic. nU.b.,. I., 10'.' .'d.,ln,: In P."'.I..nl. I-....'.,.,.S.. oul.ld. '."'.I..nl. .nd
.llhln loc.1 H."I'bu" .,.. "1', """", 100. "1" ",."S' 'H..,ln, l.p.I'.d Onl.'.
0.J[CTIOH5: 'n. P.". In Inl.,..1 n.' ...I.,I.d .I.h .h. .PP'.I....nl. .11...nc. 0' dl..11...nc. ., d.ducllon.. ., ........nl
., I.. 'Inc1udln, dl.coun. ., Inl.'."1 o. .h.wn .n .hl. H.'lc. "., .bJ.c. .llhln .1". "01 d... ., ,.c.lpl .,
thh Hotle. by:
-'.'I".n p'o,.., .. 'h. P' O.P."..nl ., ....nu.. '..'d 0' 'PP..I., O.PI. "1.'1. H.',I.bu". ..
-'.I.cll.. .. h... Ih. ..,.., d.'.'.ln.d .1 .udll ., 'h. .cC.unl ., Ih. P.".n.1 '.P'...nl.'I..,
..'PPlal to the Orphans' Court.
171za.l0l1,
OR
DR
ADHIN
lSTRATlYE
CORREcrrOHSI
'.Clu.1 ."0'. dl,co'.'.d .n 'hl. ........nl ".uld b. .dd'....d In .,llln, ..: .. 0.,."..", 01 '...nu..
.u,... 01 Indl.ldu.1 I..... "TH: '0" ........"' '..1.. Unll, O.p,. "".1, H."I'bu"... 1'1"-0'01
Ph... "I" ",-.SOS. 5.. P.,. S 01 Ih. b..kl., "In",uC'lo". I., 1".,I'.nc. T.. '.'u'n I., . ...ld."1
Dacldlnt- fAEY.1501) for an ,.planatlon of adalnJlttatlvlly corrlctable Itror..
DISCOUNT:
II .n. I.. duo I. p.ld .llhln Ih,.. '" c.l.nd., .onlh. .,.., Ih. d.C.d."I'. d..'h, . II.. P.".nl 'S~, dl',ounl 01
the ta. paid 11 allowed.
PENALTY:
Th. IS~ I.. .".". non'p.'llcl'.'I.n p.n.1,. I. 'O.PU'.d .n Ih. 10'.1 0' 'h. I.. ond In..,..1 .......d. .nd no.
P.ld b.,o,. J.nu.,. I'. I.... Ih. II,., d.. .'1., Ih. ."d ., Ih. ... .....,. ..,I.d. Thl. ".n'p.'llclp.'I..
P.".II. I. .PP..1.bl. In Ih. .... .."n., .nd I" Ih. Ih. .... II.. P.'lod .. .ou ,ould .PP..1 Ih. I.. .nd Inl.,..1
that ha. ba.n .11....d al Jndlcated on thl, notlc..
INTEREST:
Inl.,..1 I. ch.".d b.,I"nln, .I'h 11"1 d.. 01 d.1Inqu."c., 0' nln. ,., ..nlh. .nd ... 'I'd.. "0. Ih. d.,. .,
d..'h, I. Ih. d.,. ., P....nl. T.... .hlch b.c... d.ll"qu.nl b.,o,. J.nu.,. I, I.., b.., 1"'.,." .1 Ih. ,.,. .,
.1. ,.~, P.'C.nl P.' ...u. C.lcul.,.d ., . d.ll. ,.,. ., ...01... '11 ..... .hlch b.c... d.11"qu.", ." ."d .,..,
J.nu.,. I, 1", .111 b.., Inl.,.., ., . ,.,. .hl,h .111 ..,. I,.. C.I."d.' ..., 10 c.l.nd., ..., .llh ,h., ,...
."Ounc.d b. 'h. .. O.P."..nl ., '...nu.. Ih. ..p1Ic.bl. 1",.,." ,.,.. I., 1", Ih'.U.h 1", .,.:
!!!! Int.,...t Rat. Dally Inh,.... r"clor ~ Int.,...t Rat. Dally Int,,.,.t ractor
1981 ZQ;( .0005"8 1981 .~ .000l...,
1983 16;( .000"'1ll 1988.1991 II;( .000301
1911,. 11~ .000101 1991 .~ .000l...,
19115 13;( ,000156 1993.199... n .00019l
19116 10;( .000u... 1995.199' .~ .000l...,
."Inhrut It caleuht.d .. 10110\111:
INTEREST = BALANCE or TAX UNPAID X NUNBER or DAYS DELINQUENT X DAILY INTEREST rACTOR
...". HO'lc. 1"U.d .'1., Ih. I.. b.c.... d.II"...". .111 '.'I.c. an 1"'.,." c.lcu1.,I.n .. 11".." 'IS, d...
b..."d 'h. d.,. ., 'h. ........nl. II P...."' I. ..d. .,,., Ih. In'.,." Co.pul.'I.n d... .hown on .h.
Hotle., additional Jnt.,.st ~st b. ealeulal.d.
.
ESTATE OF VERA LUCILLE O'NEILL
FILE NO: 21-96-0434
Estate oeVera Lucille O'Neill
Robert C. O'Neill, Exec.
Financial Trust Corp
Account No.: 001323954
BEGINNING BALANCE
Cash Receipts
$00.00
Cash Disbursements
174,901.96
174.901.96
ENDING BALANCE
$00.00
ESTATE OF VERA LUCILLE O'NEILL
FILE NO: 21-96-0434
Eotate of Vera Lucille O'Neill
Robert C. O'Neill, Excc.
Finunciul TruBt Corp
Account No.: 001323954
CASH RECEIPTS
DATE SOURCE AMOUNT
07/12/96 Deposit Transfer from Nations
Bank No. 20-3014-5353 $35,000.00
07/15/96 Deposit E-Bondo 10,254.00
08/06/96 Deposit IntereBt 39.65
08/20/96 Deposit H-BondB 48,000.00
09/06/96 Deposit Intcrest 88.29
09/16/96 Deposit PPG Dividend 115.20
09/26/96 Deposit Nations Bank
No. 20-3014-5353 2,999.66
10/01/96 Deposit Interest 140.40
10/07/96 Deposit IntereBt 107.26
10/08/96 DepDBit GNMA 616.21
10/21/96 Deposit GNMA 16,186.27
11/07/96 Deposit Intereot 110.19
11/18/96 DepoBit GNMA Annuity P&I 43,250.24
11/20/96 Deposit GNMA 528.14
12/06/96 Deposit Interest 106,61
01/06/97 DepoBit IntereBt 23.26
02/06/97 Deposit Interest 21.88
02/21/97 Depooit Carey Machinery & Supply 16,250.00
03/06/97 DepDBit IntercBt 24,94
04/07/97 Depooit Interest 39.76
04/11/97 Deposit Transfer-Return of Distribution 1,000.00
Total $174,901.96
\
~
ESTATE OF VERA LUCILLE O'NEILL
FILE NO: 21-96-0434
Estate of Vera Lucille O'Neill
Robert C. O'Neill, Exec.
Financiul Trust Corp
Account No.: 001323954
CASH DISBURSEMENTS
DATE
CHECK
NO.
PAYABLE
TO
DESCRIPTION
AMOUNT
07/23/96 1 Jacobsen & Milkes Inheritance Tax $18,000.00
08/08/96 2 Jacobsen & Milkes Attorney Fees 4,725,00
08/08/96 3 Financial Truot Bank Fee-Stock 10.00
08/12/96 4 Reg of Wills-MD Ground Rent Tax 10.83
08/15/96 5 Bernard J,Medairy Legul Fees-grd rent 100.00
10/24/96 6 Louise M. O'Neill Gift from Estate 10,000.00
10/24/96 7 Robert C. O'Neill 1/2 Joint
Nationo Bank NC 10,000.00
11/27/96 8 Farmero Trust Co. 6 mos. C.D. 70,000,00
12/ 11/96 9 Robert C. O'Neill Distribution 30,000.00
02/21/97 10 Jacobsen & Milkes Attorney Fees 5,101.80
04/07/97 11 Robert C. O'Neill Distribution 23,000,00
04/10/97 12 PA Dept of Revenue 1996 Taxes 103.00
04/10/97 13 IRS 1996 Taxes 3,566.00
04/23/97 14 Robert C. O'Neill Distribution 285,33
Total
$174,901.96
-
ESTATE OF VEllA LUCILLE O'NEILL
FILE NO: 21-96-0434
Vera L, O'Neill and
Robert C. O'Neill
Joint Account
Nations Bank
Account No,: 20-3014-6363
BEGINNING BALANCE
$19,810,09
Total Cl18h Disbursements
57,137.65
76.947,64
$00.00
Total Cl18h Receipts
ENDING BALANCE
~
ES'l'ATE OF VERA LUCILLE O'NEILL
FILE NO: 21-96-0434
Vera L. O'Neill and
Robert C. O'Neill
Joint Account
Nations Bank
Account No.: 20-3014-5353
CASH RECEIPTS
DATE SOURCE AMOUNT
05/15/97 Deposit Interest $24.76
06/03/96 Deposit Interest H-BDnds 190.00
06/03/96 Deposit NS Brokerage Credit 496.70
06/14/96 Deposit Interest 22.85
06/17/96 Deposit PPG 115,20
06/26/96 Deposit Forest Park Refund 2,178.00
07/01/96 Deposit Intereot H-BDnds 100.00
07/01/96 Deposit GMNA 538.82
07/01/96 Deposit SFKlNT-Interest 1,968.75
07/01/96 Deposit SFKPRN-Treasury Notes 50,000.00
07/05/96 Deposit BG&E 140.40
07/16/96 Deposit Interest 31.85
08/01/96 Deposit Interest H-BDnds 250.00
08/01/96 Deposit NS Brokerage Credit 564.29
08/15/96 Deposit Interest 2.72
09/03/96 Deposit NS Brokerage Credit 509.43
09/16/96 Deposit Interest 3.78
Total $57,137.55
ESTATE OF VERA LUCILLE O'Nr~ILL
FILE NO: 21.96-0434
Vera L. O'Neill and Nations Bank
Robert C. O'Neill Account No.: 20.3014.5353
Joint Account
CASH DISBURSEMENTS
DATE CHK PAYABLE SOURCE AMOUNT
NO. TO
06/20/96 2362 Margaret & David
Mathe Easter Gift $120.00
OS/23/96 2372 Kecgan Mathc Birthday 25.00
05/16/96 2373 FDrcst Park Nursing Homc 3,685.50
OS/28/96 2374 Brad Bolton Gift 100.00
06/25/96 2375 ChlDC Bolton Birthday 25.00
OS/28/96 2376 Emerald Drug Prescription 16.86
OS/28/96 2377 Jacobscn & Milkes Filing Fccs 500.00
06/07/96 2378 Hoffman & Roth Funeral Expcnsc 1,019,00
06/25/96 2379 Betoy Bolton Funeral Expenoe 500.00
06/07/96 SFKDDAT-Bill Bank Chargc 5.85
06/19/96 2380 Robert A. O'Neill Funeral Costs
Reimburscmcnt 500,00
06/20/96 2382 Margaret Mathe Funeral Costs
Rcimbursement 500.00
06/14/96 2383 Robert C, O'Ncill Pmt of Joint
Tenant's Share 5,939,68
06/19/96 2384 Hunt Valley Inn Funcral Expense 498.24
07/08/96 SFKDDAT.BiII Bank Charge 5.85
07/10/96 2385 FTC Split $35,000
Transfer to FTC
$25,000 Distribution 60,000,00
07/17/96 2381 Patricia Transuc Funeral Costs
Rcimbursement 500.00
08/07/96 SFKDDAT-Bill Bank Charge 7.00
09/16/96 Bk Ck Financial Trust Close Account
Transfer to FTC 2,999.66
Total $76,947.64
JRD/June 30. 1992117858
In Re: Estate of VEII,\ LUCILLE O'NEILL
Late of tJa'Jk'OE 1WP
OIU'IIANS' counT DIVISION,
counT OF COMMON PLEAS OF
CUMIlEIU.AND COUNTY
PENNSYLVANIA
1996.0434
No,
Estate No.: 21-1996-0434
NOTICE OF FAILURE TO FILE SfATUS REPORT AND REQUFST TO
CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative: ANDREA C. JAC.'OBSEN, ESQ.,
Date of Decedent's Death:
5-13-96
Date of Delinquency Notice:
6-9-98
The undersigned. Mary C. Lewis. Register of Wills. in a((lllllan~e with Rule 6,12. Supreme
Court Orphans' Court Rules, hereby notifies the Orpbans' COUrl Division. Courlof Common Pleas of
Cumberland County, that neither the above named personal represelllative nor the ahDve named counsel
for the personal representative bave filed with the Register of Wills or Clerk of the Orphans' Court his.
her or its Status Report required by Rule 6.12. Supreme Coun Orphans' Coun Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Coun Orphans' Coun Rules, was given by the Register of Wills
on 6-9-98 , 19_, and that the ten (10) day notice to file the Status Report has expired.
Accordingly, in accordance with Rule 6.12 the Coun is hereby notified of such delinquency and the
undersigned requests that a Coun conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal representative.
'J' . iL' -" '(j '/l 01-
Date: 6-29-98 !!.r.Li-l/ (' /1luL LJ-f'- ( V It LU1,,;.Y,.lltJ
Mary C. Lewis, Register of Wills
Distribution: Personal Representative
Counsel for Personal Representative
Estate File
A HEARING IS SI-:r FOR ~JrfK-btl..&.L/ ,',
IN c.'OUl{'l'0CQ0I NO.3. IF TIlE STATUS Hl-j:QIIT IS FILEDi
HEARING WILL AlJ'IUol,\TICALLY BE C\NCELLE I "
,
GI-
... -, ,-- ..... "-
JRD/June 30. 1992/17858
REGISTER OF WILI~<;
Cumberland Counly Courlhousc
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6,12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULFS
To: Perlional Representative
Counsel: ANDHr:'\ c. JAmB5EN, E50. ,
RE: Eoilate of VEIV\ WCILLE O'NEILl. , Deceased, Late of
!-mOOE 'IWP
Eoilate No.: 21-1996-0434
Date of Decedent's Death: 3" J-QR .5-13 -(Iv
Pursuant to Rule 6.12, the above narned personal represenlative or the above named allorney, if
applicable, within two (2) ycars of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative. or allorney, as
applicable, reasonably believes administration will be completed. TIle purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent perlional representative's counsel, if any.
Accordingly, if the requisite Status Report is not filed by 6-24-9B ,19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
Date: 6-9-9B l{}~~. ~~V~tiJj[Jly-
Deputy eglster of Wills
Distribution to Estate File