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HomeMy WebLinkAbout96-00435 I)ETITION Hm PIWUATE und GHANT OF LETTEHS Nil. ,J./ - 199 ltl:~Y ~5 TII: "-'WI" of ,_!':!J~<1Il.~!:-.l1,ttc::,M.al1.n~,___, aha know" (/,\' ___,_.._____"_ .-- ----,.-".- _.._,_,.._____~.__'_,.~~'~_' R~gbl~r III' Will> I'm Ih~ ________~,_,_,__,_~~_,.....~_, [k....II,\('tI. Cllllllly or ,Cumbc.rland~" ill Ih~ SlIdlll St'.."r;(." No. ,,07_;!,::-_l,8,::},1.3JL___,__ Cllnllnllnw~allh III' I'~nn,yl\'ania Th~ p~lhion or Ih~ IInd~"ign~d r~,p~,lrnlly r~I"~'~11IX Ihal: YOllr p~lhion~r(x), whll b/ar~ IN y~'''' III' ag~ IIr old~r anlh~ ~x~,nLJ:ix__~,____~_.._lIllm~d inlh~ laS! will or Ih~ abo\'~ d~n'd~m. dal~d _Febr,uaJ:y_22__,____~ . 11),_63_ and ,odicil(x) dal~d ,None ---,--------- (\Iall' ll.'lc\.1I11 (lI(llm\lillll"", l'.l!, fl.'l1l1lll:ialitlll, tlc.lIh HI "","''':11101, ell:.) D~~~nd~nt was domicil~d at d~'llh in Cumberland h er laxt rmnil)' or principal r~xid~n~~ at 1 Pheasant .E.ennsyJ..v.ania..J.]~05,5--1 {; \~ E:R 1\ '-U-N Tlv (l , lIi\1 'Un'I, II1l1llhl'r ;uulIllUndl'illiIY) __ County, Pennsylvania, with Court, Mechanicsburg.l ()e,~nde11l. Ih~n _~.7_ y~arx of age. died Ma y 18 )1) 96 '1l_lilue li.igg5L-.l!.d-'Le,n We_sJ;,L-East Pennsboro Twp..l -Pennsyivania Ex~epl as follo"x. de,ed~11I did nOlmarry. was nol di\'o",~d and did not ha\'e a ,hild born or adopted afl~r eX~~lIlion or th~ will ofrered ror probale; was nOllhe \'ictim of a killing and was ne\'er adjudicated ineompele11l: Deeendenl at death owned properlY wilh estimated \'alllex as rl1l1o\\s: (If domiciled in I'a.) All pClXonalprtlperlY 87,000.00 (If nol domiciled in Pa,) Perxonalprop~r1Y in Pennxyl\'ania " (If not domiciled in Pol.) I'erxonalprtlperly in ConlllY S Vallie of real estale ill Pennxylmnia S shualed as follows: WHEREFORE. pelhioner~) respeClrlllly presented herewilh and the grunt of lellerx reqllesl(x) the probale of Ih~ lasl will and ~odicil(s) Tes.t.amen.t.ary (Il'\lill1ll'lIliHy; ildlllini'lr.uiulIl',I.i1,; admini\lr;uiun d.h.n..;.I,il.) theron, ~ " e ..,- 'G= 0:" c ..,0 c.= 11'= -" .0. l:_ ~o ; c .. Vi ~I-I'..r....to ,;..2,.,,4...<.. ,OL- _gl'lLi!3t'lI\(,"l 111'l:DE~St:N qo VI$TIl-C(i\'CL(; ----.ff-27E..::' 5, ~ /11/ 9 OATH OF PERSONAL HEPHESENTATIVE COMMONWEALTH OF I'ENNSYLV ANIA COUNTY OF __~u;n!:>erland } ~s The pelition~r(') abov~'II,lI1h'd "\~ar(x) or affirm(s) thai Ih~ X1at~m~lIIx illlh~ for~going p~tilioll :Il~ IIlIe :llId eom'~1 10 Ihe he't of Ihe kllowl~dg~ and bdi~f or p~lilioll~r(x) ,,"dlhal ax p~rsollal r~pr~s~lI- "'Ii\'e(s) or th~ "bo\'~ d~~~d~nt ,,~Iilion~r(s) will w~1I alld truly "dminixl~r Ih~ ~xtal~ a~cor"illg to law. A) I Sworn 10 t~r arfirm3lb,jll,,1 xub",rib~" { ~.J.-/~, ,~'- ~-d""<"~"I(,-,,---,_ t befor~ m~ tillS __~ ___~..l,~_ dOll gl _____ :: "_TIMAY~1.'(' (';1-;-, -=:--~-'--\-'i\\1)7~--- , ~ l _~I~~"'_I..""f'--~.,lIL_,t'U I(t, ---..- ~ MAl Y, C. I.EIHS R('~I,\It,,J,,t -t----' 2 +T N J..1-lctql__I'f?~5 0, W Estlltc of Ell zlIbeth ~lcMilnn , Deceased UECREE 01" IJROIIATE AND GRANT OF LETTERS ANI> NOW ,Ill n,! J, 19~, in consideration of the petition on the reverse side hereof, sBllsfactory proof having been presenled before me, IT IS DECREED Ihallheinstrumelll(s) dated Februilry 22, 19B3 describedlherein be admitted to probnte and filed of record as the last will of Elizabeth McMann and Lellers Testamentarv arc hereby grantcd 10 Barbara Andersen \-1 y/ " 1.1. f C C. LI<wi8 I (".--,~, I' \ " ;/.,tll((v/ !..",' t' lli/feUl \ j ,,_-.-1 Rqlll<r or Will. '~ If.' nt, Mary FEES Probate, Lellers, Etc. .."...,. S Short Ccrtificalesf ) ... . . . , . ., S l:\.-paqel;; RenuneialJon ...,.....,...,., S JCP S 5.00 TOTAL_S 226.00 Filed .. .~~.I)!". }.', "I. ?~,~. ..... . .... .... 200.00 12.00 \l.00 Albert Z. ~~rt, Esq. #06350 A1TORNEY (Sup, CI, I,D, No,) 117 Third !':t.rppl:. Npw r.umhprland, PA ADDRESS (717)774-1972 PHONE (')(') :n t:: ,:~ \() ~C].' C. . ", " ~ LoJ C ~ -' l') :'1. . '. ". 0'\ LETTERS ^ND OHDEH WEllE M^ l LED TU THE ^TTORNEY nn :nit' c: ;n ~ =' ~.~ C' I':" (', .. :0' :' .., ,.,. .. -< f l" , .' 0 ~: ' ~ '-., - -. .. :1.11._ ii, '=, );',:l. - -, 0\ Rm:.1I,I" I ,,' , ' \II fh ,,! II:, '96 M~ 30 1\\1:\ 6 CIC' ' '1)1\ CUlfIUI, ' ,.. 1:1.. , ~~ 'iJ t 'r$ r~;~ .d I ~ ,-...... 19,~.~ '!~ ~} ,f.};, ~ :~,,~, t>>,\. ~!>y .. .. o t- Ii: ~ UJ ~ ti ~ C>4W> 0...1 ~ ~ m...1Il t.n ":z:Z N";; 15 ... :l ~ I- ~ In .; 0: 0 " a: UJl:"'~ lD"~~ -l - < ~ :t U ... :l r: ~ ~ ~ ~ ... t;l , ~.li!t~ lJ~ f!~t~t~!ttl I3E IT RENEMBERED THAT I, ELIZABETH MdlJ\NN, of the County of Cumberland and Commonwealth of pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this to be my LAST WILL and TESTAMENT, hereby revoking and making null and void any <lnd all \~ills and Codicils, or writings in the nature thereof, at any time heretofore made by me. FIRST: As my Personal Representative, I nominate and appoint my daughter, BARBARA ANDERSEN, to be the Executrix of this LAST \~ILL. In the event BARBARA ANDERSEN is unable or ceases to act for any reason whatsoever, I nominate and appoint my son-in-law, SIGVARD ANDERSEN to succeed as Executor of this LAST WILL. SECOND: I direct that my debts and funeral expenses be paid as soon after my death as is practicable by my Personal Representative out of my estate. THIRD: I direct that all estate, succession, legacy, inheritance, or other transfer taxes, however designated that shall become payable by reason of my death in respect of all property comprising my gross estate for death tax purposes, whether or not such property passes under this LAST \11LL, shall be paid by my Personal Representative out of my estate. FOURTH: I give, devise and bequeath all my property, whether real or personal, wherever situate, in which I may have an interest at the time uf' 111\' <I...llh, 11I<:llIdlll'l illIY flrOfl(!I'ty ovcr which I may have a power of 111'1'01111111"111. 101'1\' dilll'lhler', IlMl/lM1A AN[)ERSr.N, if she survives I11V, hilt II IIh" 1111)1I lo IIlIrvl,vC!, then all to my son-in-law, SIGVAIlD ANIJI:llm:tl, I I hi' 1I11l'viveH 1lIC!, but if he fails to survive me, then iI)) 1.0 th.. ehlldn'n of :;((:VMll> and nARnARA ANDERSEN who surv i VC! 111<" I n <,quill IIhill'l!lI. FIFTH: rr ilny PiI rI: of illY enL;lte Bhall vest in a person who shall not have ilttailled I:ho iI'l" of 1lIi1;ority in the jurisdiction of that person's dOllliclle, illY l'enlOnill Ilepnwentatlve may, with absolute discretion dC!J iv(!/' Blleh Jlart, or .,ny portion thereof, without bond, to tho paront or legal guardian of such person to be held for such person IIntil he or she roaches his or her majority. The receipt of such P,11'cn t or qU",'d ian shnll be a complete discharge and acquittanco of my I'cn;onal Hepresentative and shall be final and binding on all persons in interest. g'i!!!: If nny legntee, beneficiary or devisee, other than my daughter shall fnil to survive me by thirty (30) days, I direct that I shall be deemed to h,1Ve survived such legntee, benefiCiary or devisee nnd thnt this LAST WILL and all its proviSions, except where specificiJ/l.y stntcd othorwise, shall be construed on this assumption notwithstandlnq tllO provisions of any law establiShing a contrnry I)resun~tjon. ~~: I rC!</UOHI: illY Personal Representative whenever legal counsel is ncedcd in the Bett/ement of my estate for the purposes expressed in my I,AS'" WII,", consult ALnCRT Z. DOGCRT, ESQUIRC, he -2- having intimate knowledge of my affairs, views ano wishes in many matters that may arise in the settlement of my estate. IN WITNESS WHEREOF, I have subscribed my name and affixed my seal this :1 'J. day of ---1, ,/ ( '. ',A' 7 J:-1.."\. ,L'u,'(/ , 19B3. t2/J'J /; e;l~.7,~1t m c.. '?J1aWJA, ELI BETH McMANN -3- ACKNOHLEDGEHEN'I' COHHONHE/\LTII OF PENNSYLVANIA 55. COUNTY OF CmIBEH~ND I, ELIZABETII ~ldmNN, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL, that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. ~' , , -' " ~ r)-!:<1i"!:!Ct?1: 1'7.'" ELIZ1\BETH McHANN ?n t:<: r.:J C/ Sworn or affirmed to and acknowledged before me by Testatrix, this...;1:~-<:.7day of.. ./;, /.t.... ~./. ' 1983. ;/ , ELIZABETH McMANN, ". ) " )."<;.'\ Zl- ANITA L:J Ilol,ry Public Ml'chanit:5bl .lberlanct Co.. Pa. M,. Comrnis5ion l:,xpirus AUf. 29.190~ ( - I.. "(d.) --- Notary Public AFFIDAVIT CO~IMONI'lEALTH OF PENNSYLVANIA ss. COUNTY OF CU~IBER~ND ~y ~ <. . . ~'7/.). _, .....,..-->' . ,'~' We, ,,<< l ~. ,-",iC. ("~ and ~;Lt."r, ::./ ....-::- I ~~ (:( c:Il..-, the witnesses whose names are signed to t e attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILL, that ELIZABETH McHANN signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses and that to the best of our knowledge, the Testatrix was at the time 18 years or more of age, of sound mind and under no constraint or undue influence. j/' 7 h' -.-.-Z-J- ty" L'. .sd!i_~.c-a- __ , ;<::::: /--;1 ," /.4 ~/"_,, .,' ....." --"." L" ..... . ~ _- , --~ .~.. ~....--- /' - ,-, --t:--_.~--- Sworn or affirmed to and acknowledged before me this. ;", ~," day of :. ",t.,. ... ../ ' 1983. I ,. , " J I I'!"'- ((',' , Notary publ1c .....: -.) '.,J } . >/....Jc.~ ( Li fl:j;P, 1.. ./ fj.J~."'i' ~d'Lc. MI'\ h.;.\,i.",ll. ,tll;r::w' '~,). r>a. IN HEI IN TIlE COURT 01' COMMON PLEl\S CllMIlEHLl\ND COUNTY, PENNSYLVl\NIl\ Estate of ELIZl\OETIl McMl\NN Deceased, Late of Lower l\llen Township, Pennsylvania NO. 1996-00435 NOTICE TO: BARBl\RA l\NDERSEN and SIGVl\RD l\NDERSEN ON BEHALF of the Estate of ELIZABETH McMANN, Deceased, and pursuant to the requirements of Pennsylvania Rules of Court, Orphan's Court Rule 5.6, please be advised: 1. ELIZABETH McMANN, died on May 18, 1996 at Blue Ridge Haven West, East Pennsboro Township, Pennsylvania. 2. ELIZl\BETH McMANN, died testate, and a copy of her will is attached. 3. Letters Testamentary were granted on June 3, 1996 to Barbara Andersen, to Estate No. 1996-00435. 4. The Personal Representative is BARBARA l\NDERSEN, 90 vista Circle, Etters, PA 17319. Telephone (717)938-3209. 5. The Attorney for the Estate is ALBERT Z. BOGERT, Esquire, 317 Third street, New cumberland, pennsylvania 17070. Telephone 717-774-1972. THIS NOTICE is given to you to complY with Pennsylvania Rules of Court and means only that you are a person or entity required to receive this Notice, and does not mean that you will share in the estate. However, you may have a beneficial interest in the Estate, and may request additional information from the Personal Representative or l\ttorney for the Estate; or you may seek advice from your own attorney. 4- Date of Servi: e, y ~ IfYb /~~~ / -; ? '/ ~ C.--.~t ?~ Albert Z. Bogert, Esquire Attorney for the Estate of Elizabeth McMann 317 Third Street New cumberland, PA 17070 (717)774-1972 Inventory 01 the real and personal est ale 01 Elizabeth McMann deceased 1. PNC Bank - Checking account #5070055704 2,514 94 2. First providian Life & Health Ins. Co.- Hospitalization insurance premium 37 : 81 refund 3. Harris Savings Bank Savings Account #05-02-131006 28,215 33 4. Harris Savings Bank Savings l\ccount #05-02-131007 76,B29 20 .~ ... -, '-,' I". , . -: :J 00 2. Supplemental Return 41. Fulure Inte'e~1 Comprom.~e Ilor dales 01 dealh after 12.12.82) rn 6. Decedent Died Te~lale D 7. Decedent Malntalnod a LIVing Trusl (Anach copy of Will) (^nach a COpy of Tru~1l C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 2 ~ NAf.4E COf.4PlETE f.4AILING ADDRESS ~ ~ Alben Z. Bo Alben Z. Bogen ,~)\ttorney'At.Law., S N TELEPHONE NUMBER 317 Third Street' - T 717 774.1972 New Cumberland PA 17070 1. Real E'lalelSchedule AI 1 None 2. Stocks and Bonds ISchedule BI (2) None 3. Closely Held Slock/Par1nerShlp Inlerest (Schedule C, (3) None 4. Mortgages and NOles ReceIvable (Schedule 0: (4) None 5. Cash, Bank OepoSllS & MIScellaneous Personal Property .Sch EI (5) 2,552.75 6. JOIntly Owned Property ISchedule F) (6) 23 ,653 . 78 7. Transfers ISchedule G)(Schedule L; (7) 55. OM.. 53 8, TOlal Gross Assets (tolalltnes 1.7) 9. Funeral Ekpenses AdmlnlSlratlve Costs Mlscellaneou~ Ekpenses (Schedule Hl 10. Debls Mongage ltabllltle~ liens I Schedule L 11. TOlal Deduchon~ (101011 LInes 9 & 10: 12. Nel Value 01 E~tale ILlne 8 mlnu~ line 11) 13. Challtable and Governl'l'lCnlal Bequc~IS (Schedule J, 14. Nel Value Subject 10 T.lI (line 12 minus LIne 13. 15. Spousal Transfers {for dales 01 dealh after 6.30.94; See Inslructlons lor Applicable Percentage on page 2 (Include values from Schedule K or Schedule M . 16. Amount 01 line 14 tallable al 6'/. rale (Include values from Schedule K or Schedule M i 17. Amounl 0ll100 14 lallable ailS',. rale (Include values from Schedule K or Schedule M ) 18. Pnnclpal tax due (Add tak from line 15. 16 clnd 17 19, Credlls/Sp Poverty PlIor Payments DI~counl . 3,500.00 . 181..21 20. Uline 19 is greater lhan line 18 enler Iho dlNerence on line 20 Thl~ IS the OVERPAYMENT. ([] 0 Check here if ou are requestln a refund or your over aymenl. 21. II line 18 is greater lhan line 19. enler the dlNerence on line 21 Th.~ I~ the TAX DUE. A. Enlellhe Inlercst on Ihe balance due on LIne 21A B. Enter the tolal 01 Line 21 and 21A on Line 218 Thl~ IS the BALANCE DUE, Make Check Pol able 10: Re Ister 0' Wills, A enl · · BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH . . CAB H P L E P 0 C R C K 0 K P S II \ 1014 llAfI',oJ [JI All! M I( It 'I, II OJ! ~ti'-l. 11UH II A ',I'OU'.Al 0 "IWPH,UlfOIT 1',ClAIVlO FILE NUMBER REv. l~OC [). . .,.'J4 1>1' INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUNh com f 21.96.1.35 ~[AR "UUSER cOM~fp".''/;~&~r ~:?\v1'~J~" <A HARRIS~URG "~A '~llIl'OI'Ol o E C E D E N T DECEDENT S ~AVE (lAST, FIRST. AND VIDDl[ I~IT(AL McMallll, EllzilbClh SOCIAL SECURITy NU"'BER DATE OF DEATH DAlE OF BlfHH DECEDENT S COVPLETE ADDRESS 1 Pheasant Court Mechanicsburg, PA 17055 A'-lOUNT RECEIVED(SEE INSTRUCTIONS) 0.00 RemaInder Relurn {lor dales of dealh prior to 12.13.821 Federal ESlate Tak Return RequlIed TOlal Number of Safe Deposit Bores (8) 81,251.06 072.18.71.38 05/18/1996 07/31/1908 (11) (12) (13) (14) 12,911.40 68,339.66 68,339.66 CounT,. Cumberland 0.00 i, ,100. 38 0.00 (18) 1,,100.38 ,IF APPLlCABLE1SURVIVING SPOUSES NAVE ILAST ,FIRST MOO UIDDl[ 1';ltIAl; SOCIAL SECURITYNUUBER X 1. OrIginal Relurn 4. Limited Estale 05, o 8, R E C A P I T U L A T I o N (9) 11,728. !I. (19) (20) 3,681.. 21 0.00 (10) 1,183.26 (21) ( 21A) ( 21B) 1116.17 0.00 i116.17 (15) 0.00 X .r p~nollh.s 0 pt'IJUry, dpel.'p Ih.11 h.~~~I.mml"'d Ih" ,plum 'r'lclulJ.nq dC(O"'I;,I",,"'1 \chl"'dul!!,\ oInd \loIl..",..nl\ .nd 10 Ih. bl!!\! 0 mf .no",lpdqe 01 I'd bl"'1,~ II '\ IIu" COUKI.ndeomplt'lt' I "fOCl.,.lh.'.Uf".I!!"'oIle hn ~I!'n It'purlf'1J 011 "u.. m.l1~"1 ~.I"" O..Ool'.I,on 01 pl~polrt" nUll" I".n Ihe ~r\onolt rpWps..nl.It.... I' bne-a on oIl1lnlo'm"lon 0' whIch prf'p.'., hU .Ill)' kno"'lt'dge (16) 68,339.66 X 06' SIGNATURE OF PERSON RESPONSIBLE FOR FiliNG RETURN Barbara Andersen 90 Vista Circle Etters, PA 17319 SIGNATUREO~PREPAREROTMERTHANREPRESENTATlVE Albert Z. Bogert t Attorney.At-Law 317 Third Street ......-..... .--....... ......-...--.......-...-... New Cumber 1 illld , PA 17070 T A X (17) 0.00 X 15' C o M P U T A T I o N Inlerest DATE n~,/% ~ '"'t6n(~., Arv. Ilot r. . 11.111 SCHEDULE E CASH. BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plus. PMI or T . FILE NUMBER 21-96.435 COlA~'ill1~~~~\W)bY'NI' ESTATE OF El1zabath McMann 5511 072,18- 7/.38 05/18/1996 olnl .own.d wllh RI hi of Survlvorthl mUll bt dllcloltd on Schtdult Fl DESCRIPTION PNC Bank - Chocking account #5070055704 First Providlan Life 6 Health Ins. Co. Hospitalization Insurance premium rofund VALUE AT DATE OF DEATH 2 . 514 . 94 37.81 TOTAL (Also enter on Iln. S. Reca itulallon) (Anach addlllOnal8 112" If II" shillS rf more space is need.d.) COPY'iVhIIC11994 fo,," sollw"t~ onl)' CPSYSlto,"s, Inc $ 2.552.75 1=1''''" nnn <1"t>M'II~ F jA." flI.~7J REV. 15C9[)c . ill-8ft co"'r.'I.'l';';~"'N')1,~' P~ljJjl;lhl'.'1A r:ihIOEN't'bWEO't'NT ESTATE OF Elizabeth McMann SCHEDULE F JOINTL Y -OWNED PROPERTY 5511 072-18-7/.38 05/18/19% FILE NUMBER 21-96-435 Jolnll.n.nt(s): A, NAME Barbara Andersen ADDRESS 90 Vista Circle Elters, PA 17319 RELATIONSHIP TO DECEDENT Daughter B. C. Jolnlly-own.d prop.rly: ITEM LETTER DATE FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER JOINT OF ASSET 'k INT. DECEDENT INTEREST TENANT JOINT 1 A 11/22/82 PNC Savings Acc oun t 3,743.92 50.00r. 1,871.96 115030012689 2 A 06/00/75 Mellon Bank Savings Account 22 ,288.62 50.00r. 11.144 . 31 11260-010058 3 A 06/00/75 Mellon Bank Savings Account 21,275.02 50 .OOY. 10,637.51 11260-010066 TOTAL IAl"1o enter on line 6. Recacolulallon; II 23,653.78 (If moll o;paee '0; needed ,"sen addlllonal o;heet'i 01 same 'ill8 j Copyright ,cl19'4'olm SOllWlf8 only CPSysll!'ms toe fnfm '''nn C:""N1"I,. r- In..., 1" "" REV. HlolO[X. Il..71 cO"~N'1lt'XM~.lI,<v.e~'lIltW ANI A 'Rt5;b~N'tbl:cb)"fNT ESTATE OF SCHEDULE G TRANSFERS Pluse Print Of T e FILE NUMBER 21.96./,35 Elizabeth McMunn SSff 072.18.7A38 05/18/1996 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES. ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECDS DOLLAR VALUE OF NUMBER Include Nine of lhellln,ter...lh.,' OF ASSET 'I,INT DECEDENT INTEREST ,.r&110n,hln 10 det~.nl. eI,te of I"n!.t., 1 Harris Savings Bonk Savings 28,215.33 !OO.OOY. 28,215.33 Account 005.02.131006 2 Harris Savings Bonk 26,829.20 OO.OOY. 26,829.20 Savings Account005.02.131007 TOTAL (Also enter on lIne 7. Recapltulatlonl 55,044.53 (II mer. space IS needed. Insen additIonal sheets of same size.) Copy'lght (c) 1994 fo,m ,ollwl,e onl)' CPS)"tltm,.lnc r...,... ....,nn ('..........,,'~ 'i ,~"" .. .... @ Mellon Bank JULY 23 1996 Elizabeth Hcmann or Barbara Andereen 1 Pheaeant Ct Hechaniceburg PA 17055-4337 TO WHOH IT HAY CONCERN, IN RESPONSE TO OUR TELEPHONE CONVERSATION REI ELIZABETH HCMANN. HRS HeMANN HAD TWO SAVINGS ACCOUNTS JOINTLY OWNED WITH BARBARA ANDERSEN. ACCOUNT NUHBERS 260-010058 AND 260-010066,SOCIAL SECURITY # 057-16-3121 WAS USED FOR STATE AND FEDERAL REPORTING. DATE OF DEATH BALANCES WERE 22,288.62 ACCOUNT # 260-010058, AND 21,275.02 ,ACCOUNT # 260-010066.0PENING DATE WAS JUNE 1975. IF I CAN BE OF ANY FURTHER ASSISTANCE TO YOU PLEASE FEEL FREE TO CONTACT HE . T~~ YOU V~R~& ' NIj~~\~I~ tI;tl'n~ :-;,\\,]11"':" UjlL'r;ttlolls Cclllcr td:l Sullll 12lh Street l.l'IHtl\'lll', I'l'llll..ylv;llllil 17U.U ;17 ;.II.HIIl ; 17 7.~ 1.11,~.;~1 FAX June 1\, 1996 Albert z. Bcqert 317 'lhird street New QJ1terlard, PA 17070 Thc inrorrlo.tion which :'ou ~ (~ocinl Tcquc"tcn on thc l'.ccount(ll) of Elizabeth M::t-I>M Sccuri ty llumbp.r 072-18-7438 ) is as follo~lIl. t.ccount Ilumber(:;) 05-02-131006 05-02-131007 SavlllgS Savings 3-22-94 3-22-94 528,215.33 526,543.01 305.25 286.19 28,520.58 26,829.20 Revocable Trust Revocable Trust Barbara E. Ardersen Salle Cll\s:; of Acct'unt D~te Opcncc! Principal Doll\ncc AccrJed !ntcrc:it Dalo.nce 0. t tote of Dcath Account Ownership Home of Joint Owner, if ony I!oth of these aC<Xl'JIlts ~re rep:lrted under the dE>..e.leI.t's social security *, fc 1oa~ Dl\te Owncrshi!, ....~s Estnblir.hcd 3-22-94 3-22-94 Additional Infor- mation RClllll!~,tc~ ~in rely, ....~v~~ tchen L. Cale Sr. Retail I'dninistratioo Serv ices Rep. REV_'!l11EX.I'.88; SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Prlnl or T . FILE NUMBER 21-96-435 CO"'~"'I.'i'i\fT^.'I1M' P'r.Ij.~tW'"" rihIOE,.;1'bWE01,..' ESTATE OF Elizabeth ITEM NUMBER A, McMann 5511 072.18.7/,38 05 18 199& DESCRIPTION AMOUNT 1 2 Fun.,al Exp.nses: Parthcmoru FUl1cra 1 Homu, 1 t\C . TrI,Co\lnLY Memorial Garden" . I,\ra'''' opunlnl,\ alld c1oslnl,\ 6.709.10 600.00 B. Admlnistrallv. Costs: 1. Pelsonal Representatlve CommlssloM Social Security Number 01 Personal Representahve Year COrTV'T\lSSlons paId 2. Anorney Fees Albert Z. Bogert, Esq. 4,062.00 3. Famly ExemptIon Claimant Relallonsh1p Address of Claimant at decedent '5 dealh Street Address City State Z.p Code 4. Probate Fees Rel,\lster of Wills 226.00 I C. Miscellaneous EJpenses: 1 Cumberland Law Journal Advert I se Letters 60.00 2 The Sentinel - Advert ise Letters 71.04 TOTAL (Also pnter on I1ne 9. RecapitulatIOn) (If more SplCI Is nllded, Insert addltlonallhllts at 11m' 1111.) Copyright '.elllJ94Io,m,af!w.u' nnl'l' CPS'l"I.m'l, If'( S 11.728.14 ~...... ..~~~~...~"., ~ ~...' 'L~~' DI11 ...,n,1M NO NOU 0 'wll"llol M" lUubwUI \It""1'lfl TO t.lrw lit""" A~d"~ IOVI,taCllt" (n.,..,,, HIlt (AIOURIlJoVlCI! IA) Toltl f.l'0~0l"1 '0,....... Addl10".1 It"",,": liMN Uti Of' "'(un.... nil'. .1~t.lCN'I: .wTewcmvl rCMPur""l ISI CASH "C~ANCllTl"" C,I1'~.., tOJll'" "q.... CI.."...".O!~ ...,."."... ~:.: IW./O "'M MM MI1CUUoHIout MCItCHAJOH: (C) Addr!IOIl.lll,m',Ord,1"Id Iltlt: tlt.AOl~'1lf<<1UL ItRY. nn" .... CtltnyfAtNIII Vh'l m... 0" ComplmTotlll Amoul'ltPl1d 8.llt\C4I ltr(,)q,ID .Iulle 17. tM UfHO"" GOO WHl1 Tot"l") 1"'" ,u~...~ PUflt...... (0"''''(1 Inu.u.",. 0' 'U"',Ul 0000. ""'0 "IYICII'hfe"OI 1(1Iop...................-.." "",-- ...... ....-.. .., ..,',__t-!..... ....-.......-..,.........- ..-....... ...,."...,....-. ...... .-11"1..".._...........-......_........,._...'_....0......,....."_, .-....... __.t.... ..._....._............._........._.................. ....... I'" O\M IIIMCI. ....I<IfllY>C1.OI.\I'If.....~Or.'C'101."II' I_~ ....II.t.l."""tO I..Y"_. "............_.""-wI_..................-. -........................--......,.,...... ::;::'-:::':::'::::::':';:::'::':=,-::::f::: -,..-.......-...,.,............,.......... ---.. .. - .."'- ...........~l \L ~ I .....()tt'OIII...I&l"'-o _1Clr1t\I '1'_''''' I"OIllt'll m, Parthemore 'u..'....lOOC...I''oC ';'''I'U'''''''''I\,IO''I s.."".....I.. '01..111 11011...",.'..... "IIlWCIJ"''''l.I''O 'AI'OIO A.A. "8 it ""-"'11"'"11 J;I V-I r- '. _ ,.'"'-..,H...."_~E.l.l~~b.iLMc",,,M ...81- D.',~'t't..~ f'Jt,.t 18 ...t-- ,.ft, ~":";;::.~}:.t.fktr__ .,,..,.............._.. .....,~..:= 1 '.~7!.:. ,~ " I .1 il e' 11 1'1 C"'""O'o'."(.""", '."f'--" ~..~....." 1 eo""Hu" 12 4r J Z .-"'-'-, :~;:C- 1 -=-_ I=-- I~. t.::-_ .- ._v 1.-:':..- .- ._v.:: ._~ '_Y,,-- '-Y. ,,-- .........e.. ',., '_Y-.._ I,IrSefll.l"'ovt"'lA('lo""'Cl',II '- / ...,1-...-....1.11.1 l.Jn'C ~".,J r: 1 . V/, ._ v,........,.,,,.J.~,orl W,"""t ."'_ ".. u.........,~ '"..c.,... AucrtJ R....:v- .Lo u..,..... ...Jil t"', , ,'.." l ('l'C",Ql-.r.f!;.:.:.~""(!;,";>C ,si,J"'- .w..c-~\.I ""lw..;"'",. CN'.I'uI.~(O/'t'."'II""""'" _.._ ~ O""............,O'IO"...toO'l' UMor.,t,(ILIt.'''""I"O\III>UI",' '_..e........._.._._ ....-/~_.,_- ._.rr-<.~.I'-- Traj Ll.-o/'olLJ'.J"""[,!.o/V," lIMor""'''A''O'~I''' '_..C..........'I_.__I 'f.'~"....Iv.....,I'_.__I. .,......,..""'-".~.-_I. 0.-............ .. ~:::.:i' co..c.A ,., 3 -~- UL.L1,<Jdl <: I,,!~ t ""''"''''''' 001'1'11'" .'.'.r.........lh........ ""IP\""'. .. '.J . ~.3.2S'_~ '" o leI onolllrTll,l1 ~ tlA",srt1orll""U.I'OlU"',UI."0fI0If ,_.......'....1...."" AU'f0f0t0""'0I.I>"'"I'" (.11.. Ctll........"' ,-........ ,__c.. 1\ .!d,f'{ Ci,,, I 'S?uy I'" dl~'O . i!~. ((1."\ ~ cif:t."YI;C;.u.OoU ..........1..........'"1..' ......e....' ""......A...... e""""'o..l,,,,"' e""..,....,""'_ .o-.......cw..,,_. 'O....,'....,"""U1_ ..fI'WWOC"'...._I._.'IIO.....,;O""'.Ai"'*' OoItn ("""00... "-010 I'" .....00A....,.........-. 1_._- 1__..- ,_.~. 1__- ..-- I. '-. 1___. :'47,(.-' /...4....~__ ......... 1~_0~T.~__~~~ Eflc'<~if'- IfJL ... .... h!_ \, ~. ..............-;;;- ,.-.-- c.....,,_ "... ...... .,...;....:'.;---- ........ ......'.,...................- ,..................."-1'" .....1-.. /"0""". ..A' ~ 1'-..J..7(..._.. t.~_ I.."~ ....t.,., REV. l~ll[ll. \I-'J COUVONWtALtHOF PENNS'I'LVANIA IN"ERII..CE r"" "E'UR" R['jIDENt DECEDENt SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Plene Prinl 0' T e FILE NUMBER 21.96.1,35 ESTATE OF Ell zabeth McMunn SSI! 072.18,7/,38 05/18/1996 ITEM NUMBER 1 2 DESCRIPTION Blue Ridge Haven \lest, Camp Hill. PA Nursing home care Lower Allen Township Emergellcy Medical Service, Camp Hill, PA Ambulance service River Rescue of Harrisburg, Harrisburg, PA Ambulance and life support Suburban Cable. Cable TV bill Bell Atlantic - Telephone bill AMOUNT 1,083.89 27.59 3 32.84 4 5 12.66 26.28 . " , , I - . TOTAL (Also Imler on hne to Reca ltulallOn) (If mor. space IS needed In~ert additIonal sheets 0' same sIze l Copyflqt, 1~1199410'1"l 'r.,I~ ",.~ Oily CPSy~l,"""~ II"(: S 1 183.26 t...... ~r,l'\nr:..~,..l"h 1")0-. I 'n, ~EV. 1!tun . II 1I1! cO"l'"'1Jl,'Xr.~li,l1,'V.e'ilj,~tW ANlA 'Rt5ibE~"OECEO't~' ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 21-96-435 Ellzaboth McMunn ITEM NUMBER 551/ 072.18.7/,38 OS 18/1\11)6 AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 1 A. Talable Bequests Barbara Andersen 100.00% Daughter ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF EST ATE B. Chautable and Governmental Bequests TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS [Also onto' on hno 13 Roco "ulOllOnl (If more space IS needed InSIHt addItional sheets 01 sa~ sIze I Copyllql'ot IC11Cj~. f.,.,.. ,.,It....".~onty CPSt"lO"'" Inc: s FNI'Ol 1~on ..~,..~"l~ ~IR.v 1.", 0.00 /.'j "Ie','" 1"1 BUREAU OF INDIVIDUAL TA~ES IHIILlUIANCE fAIt DiViSION DEPt. Z60601 tlARRl'SBURG, I'A 111<'6-0b01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~~~ ,/ NonCE OF INIlERlTANCE TA~ APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAK .".,hl (I ,,, ,11.'61 11-19'96 MCMANN 05-18-96 21 96-0435 CUMBERLAND 101 ELlZABETH ALBERT Z BOGERT 317 3RD ST NEW CUMBERLAND Ese DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN A",~."'ltt.d ] I I PA 17070 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 ~ REV: is'4TE'iC,\FP-ni:';:9&Y-iicificE--CW YNHERiT;'NCE-YAX-WpiiA isEMEii=r-;-.m.-ciw;.NCE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCMANN ELlZABETH FILE NO. 21 96-0435 ACN 101 DATE 11-19-96 TA~ RETURN WAS: 1 X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule A) (l) 2. Stock. and Bond. ISchodulo BI 121 3. Closely Held stock/Partnership Intere.t (Schedule C) (3) 4. Hortgogol/Noto. Rocolvoblo ISchodulo DI 141 S. Cosh/Bonk Doposlts/HIIC. por.onol Proporty ISchodulo EI 151 6. Jointly Owned Property (Schedule f) (6) 7. Transfers (Schedule G) (7) 8. Total Au.ts I CNANGED HOTE: To lnsur. prop.r credit to your account, sub.it the upper portion of this for. with your tax pay..nt. .00 .00 .00 .00 2,552.75 23 ,653.78 55,044.53 IBI 81. 251. 06 11,728.14 1.183.26 1111 1121 1131 1141 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.ral Expansas/Ad.,. Costs/Hlsc. Expanse. (Schedule H) (9) 10. Dabts/Ho~tg.ge Llabllltles/Llans (Schedula I) (10) il. Tot.l Daductlons 12. Het Valua of tax Ratu~n 13. Charltabla/Gova~nmant.l aequests eSchadule J) 14. Net Value of e.tate Subject to Tax " .ql 1 40 6B.339.66 .00 68,339.66 If an assessment was issued previouslY, lines 14. 15 and/or 1&, 17 and 18 will reflect figureS that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A_aunt of Llne 14 at Spousal rata (15) 16. Amount of Llne 14 taxable at Llnaal/Clals A r.te (16) 17. A_aunt of Llne 14 taxable at collataral/Class B rate (17) 18. Prlncipal tax Due NOTE: .00 ~ .00= 68,339.66 ~ .06= .00 ~ .15= llBI .00 4.100.38 .00 4,100.38 TAX CREDITS: PAYHENT DATE 08-08-96 09-12-96 RECEIPT NUHBER AA146606 AA146718 DISCOUNT 1+1 INTEREST I-I 184.21 .00 AHDUNT PAID 3,500.00 416.17 TOTAL TAX CREDIT \ BALANCE OF TAX DUEl INTEREST AND PEN. I TOTAL DUE 4,100.38 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFlECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I RESERVATION: E.tata. of dlcldant. dying on or before Dlce.ber Il, 1~8Z .- If any future Int.r..t In the ..tat. I. tran.farred In po.....lon or .nJoy..nt to Cia.. I Icollat.ral) benlflclarl.. of the dec.d.nt after the o.plratlon of any ..tate for life or for y.ar., the Co..onwoalth hereby o.pra..ly ro.erv.. the right to appral.. and a..o" tran,f.r Inharltanca f..e. at the lawful Cia.. 8 Icollataral) rat. on any .uch future Intor..t. PURPOS[ Of NOlICEI To fulfill the requlre..nt. of Soctlon 21~0 of tha Inh.rltanc. and [.tate fa. Act, Act 2Z of 1991. lZ P.S. Sactlon ZIU. PAYMENf I Datach tha top portion of thl. Hotlca and .ub.lt with your pay.ent to tha R.gl.ter of Will. prlntod on tha r.var.e .Ida. uKaka chack or .onay ordar peyabla to: REGISTER OF MILLS J AGENT All paY.lnt. racalv.d ,hall flr,t be applied to any Intora.t which .ay be dua with any r..alndar appllad to tha tax. REFUND (CR) I A rafund of a ta. credit, which was not reque.tad on tha Ta. Raturn, aay ba reque.tad by co.platlng an "ApplIcatIon for Rafund of Pann.ylvanla Inharltanca and E.t.ta Ta." (REV~ISI]). ApplIcatIon. ara avallabl. at the Offlca of the Ragl.tar 0' Will., any of tha Z] R.vanua DI.trlct Of'lca., or by calling tha .peclal Z4-hoUr en.warlng .arvlca nuabar. for for.. ordarlng: In Pann,Ylvanla 1.800~162~Z050, out. Ide Plnn.ylvanla and wIthin local Herrl.burg ar.. (111) 181.8094, TOO' (111) 11Z.2Z5Z (H.arlng 1~.lrad Only). OIJECTIDHSI Any party In Intarl.t not .atl.fled with the .ppr.I...ant, allowanca or dl.allowanca 0' daduCtlon., or a"I...ant of tax (Including dl.count or Intlrl.t) a. .hown on thl. Notice .u.t obJact within .I.ty (6D) day. 0' recalpt of this Notice by: OR .-wrlttln protl.t to thl PA D.partaant of Ravanua, Board of APpa.I', nlPt. Z8IDZI, Harrl.burg, PA -.elactlon to havI tha .attlr dataralnad at audit of the account of thl par.onal rapra.antatlve, nappall to tha Orphan.' Court. 11128"IDZI, OR AOtUN ISTRAlIVE CORRECTIONS: Feetual error. dl.covarld on thl. a"I.'lant .hould ba addrl..ed In writing to: PA Depart.lnt of Revenue, Burlau 0' Individual Ta.a., ATTH: Po.t A..e...ent Revl.w unit, napt. Z80601, Harrisburg, PA 11128-0601 Phone (111) 181-6505. Sea paga 5 of the book lIt "In.tructlon. for Inherltanca Tax Return for a RI.ldent Decadent" (REV.1501) for an ..planatlon of adalnl.tratlvalY corractabla .rror.. DISCOUNT: I' any ta. due I. paid within thrae (1) calandar .onth. aftar the dacldant'. dlath, a flva plrcant (5X) dl.count of thl tax paid I. allowad. PENAL TV: The 15X taM a~l.ty non-participation penalty I. coaputad on tha total of thl taM and Intar..t a..a..ed, and not paid blfora January 18, 1996, the flr.t day after tha and of thl taM a.nl.ty parlod. Thl. non-participation plnalty I. applalabla In tha .aea .annlr and In thl tha .a.. tl.. p.rlod e. you would appoel thl taM and Int.ra.t that het blan a..e..ed at Indlcatld on thl. notice. INTEREST I Intlrl.t I. charged bIg Inning with flr.t day of dlllnqulncy, or nlnl (9) eonth. and anI el) day fro. the data of death, to the datI of pay.ant. Ta.e. which bece.e dlllnquent bafor. January 1, 198Z baar Int.re.t at thl rate of .1. e6~) percant par annu. calculatld at a dally ratl of .00016~. All ta.I' which blca.e dlllnquent on and aft.r January I, 198Z will bear Intara.t at a rato whiCh will vary fro. calendar year to calandar year with that rate announced by thl PA DIPart.ant of Rlvenuo. fhe appllcablo Intora.t rata. for 198Z through 19~6 are: ~ Intore.t Rat. DallY Int.rut Factor !!!r Int.rut Rata Dally Int.rl.t Factor 1982 ZU .0005~8 1987 .~ .0002r.7 1981 16;( .00043& 1988-1991 llX .0OOlDI 1984 llX .D00501 1992 .~ .000Z~1 1985 UX .000156 1991-1994 n .00019Z 1986 lU .000214 1995-1996 .~ .000Zr.7 --Inter..t I. calculatld .. followll InTEREST = BALAnCE OF TAX unPAID X n~nBER OF DAYS DELInQUENT X DAILY InTEREST FACTOR --Any Notice I..ued aft.r thl taM blcOla. dlllnqulnt will reflect an Inter..t calculation to flftaln (I~) day. beyond the data of tha a,'I...lnt. If pay.ont I. .adl after the int.rl.t co.putatlon date shown on tha Hotlce, additional Intar..t au.t ba calculated. (I ';7 . . STATUS REPORT UNDER RULE 6.12 ELIZABETH MdlANN Name of Decedent: Date of Death: 6-18-96 Will No. Admin. No. 21-96-0435 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. Sta~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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No XXX . 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? YesXXX 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. Entire Estate distributed to decedent~ol~ surviving heir. he); daughter./ ~ 4,; /l Z'r- - --- Date: ~_< /(; ,'?9'?;-, L/ ,......... C %.~~'j,. V I :Tignature' f"'\ _ " Albert Z. Bogert. Esq. .. '; ~ ," Name (Please type or print) 317 Third St. New Cumberland. PA 17070 Address '- ('" " N ,'-: c'~ it - <11 P' ~~ ~5 ,.)u (717) 774-1972 Te I. No. :s .., Capacity: Personal Representative ~~X Counsel for personal representative (MAH:rmf/AM3)