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HomeMy WebLinkAbout96-00513 PETITION FOR PROBATE and GRANT OF LETTERS Est"'" of Mllry lI[,wk//O\\'//lIS c. IInycock No, ;:'J" c( (" - 5.' :3 Tn Rc~"'c' III' Wilh Ii., Ihe County of CUlllhcrlanu in (he t"lllllllllll1w,,"allh 'If l'cnn,y)'o':ll1ia Sod,,1 Srmrily No, 182-50.9725 The petition of the undersigned respeclfully rcpresenls Ihal: Your petitioner(s), who is/arc 18 years of age or older and the exccutors in the last will of the above decedent, dated and codicil(s) dated N/A named No\'cmher 7,1984 (state relevenat Circumstances, e,g. renunclllllon. death of executor. etc.) Decedent was domiciled at death in Cumberland her last family or principal residence at Decedent, then 76 years of age, died at Forest l'ark Health Center, Carllsle,l'A 17013 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicatcd incompetent: June 23, 1996 Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 319 West RldJ:e Street, BorouJ:h Carlisle, PA $ Unestimated $ $ $ Unestimated WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of lelters th '.,),/(,("" C,-, r ,A,J-l"'", ) ereon, " . '-- . ~ 'i ! Jt/ /./.r/,:"'I.;1.'" XJ'~"/I-',"I(llif41!' WIlliam G tiayt:oCK / I 76 Goodhart Rd. I ShlppensburJ:. l'A 17257 - > .(" 1 I I , OATH OF PERSONAL l{EPRSENTATl\1E ! COMMONWEA TLH OF PENNSYLVANIA : COUNTY OF CUMBERLAND (testamentary; admllllstrallon c.I.a.; administrallon d.b.n.c,l.a.) !eLf lJ Ji.--{{I I~, .' Jo, . Troyer oJ 87 East Yellow Breeches Rood Carllsle,l'A 17013 The petitioner(s) above. named swear(s) or affirm(s) thai the statement in the foregoing peition arc true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represrn- talive(s) of the above decedent petitioner(s) will well and truly administer the estate accordin~lw. Sworn to or affimled and subscribed !-( -:"" ";";""l'!fl1/ /, r A,1'( ':jp.lc. before me this 27 day of ''1 {I. "I " . .' / .June ~ 1996 ' " :( " , , ., eli/sler No. 21-%-'>1\ Estate of l\tury c. lIuycock , DccclIscd DECREE OF PRODA TE AND GRANT OF LETTERS AND NOW ,1un"! ')7 19 % , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated. November 7,1984 described therein be admitted to probate and filed of record as the last will of Mary C. Haycock and Letters Testamentary are hereby granted to Joy William D. Trayer Huycock Georg"! '-mn!o C. 'iuP." (),~ Ph \l "...~ Register of Wills' I FEES Probate, Letters. Etc. $ Short Certificates, l} $ Renunciation $ x-pag"!fi $ ,1r.P Tota1_ $ Filed........I!!.n~,..2.7..,.!.~.?!i,... .). Oil Robert M. Frey ATIORNEY (Sup. CI.!.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243.5838 PHONE 6274 23,.00 3.00 ~L 00 24fl.(lf) .00 \0 ':.., ~ ') " L-: , ...... N ? , ,,:,-, , ' " .. ~.)\ " ::i a: Go 1\1\ .,.. 11111 ~l\lll h ..ll It \ 1 h 1"I,q.1 II' ,Ill _Ill \11 Il'1I1,d 1("lltlli ,Ill III dt.I,1I .!lLl~ \\tllbe l'Il\\,l:.\I,I',,111I '11.1'1 \ll.d 1\~\"ILI\'HII.(lflll\ctlll,HltI11Idlll.l~ Idl,1 \\ Ilh 1I11' ,I" Thi.. i.. Itllllllly 111,11 lIu llll\l'lll.llll~ll l,m:.11 Hq.~I\II.11 Tilt HI 11:111,11 Hlllllt.lh WARNING: It Is Illegal to dupllcato Ihls copy by photostat (lr photograph. hi' fOI 1111" ll'llllll.111. ~.'O{l 21-96-513 .;..."'...-....... ...:" '"Df '~ /. '...\.'10\ ." "!(4' , ~/;_;/'."'.MI, \.,'~~~\ ~r~ ~. )~ . . , . ,~, I,.: ,~'f."" 'f09/I,( ~\.'i'~f [Nt U\~.,,'" ~,..' , (' r . 1',,,.,, 1,'\,I\\l: a I lilt.' V>J~1\\R.L~ \\\Lc(J~\.\ 111\.1\ Hq';I'",1I G' 3G7143U No, "1~llJ,,"M' 10 COMMONWeALTH OF PCUUSYLVAUIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF OEATH .. ......"r_IO 1<;X.'...l""..""'......"~I" CI...IIOl'lJt....n.,.......~......_ :NT .. ........Ol'O(U:l(......".....-..... June 23 I gqr, . I. Mary C. IIn cock """1~~A(.1J(",,,,, "-"',"''"Vc....."' ~"I[1 .I4I'l..._,' lJI'tOf.'.I"''' _ D..... 1J'.fl("'Dn _1 !"......" 76 '" ....'1............._..110............. -.. tou..h 01 " .._.>1_"1 .'!tHe .9-' Carlisle Forest Pork lIanllh Cenler 1oI."'11ol.101\1t"....., ..........._w~ O-"",.~__,..l Widowed .uIl."......:.."IJUU "'-~......-_. " " Cumberland '101"" IolOC:CUN'OO ..-:;'~.7:'''::~:.1;:r , " DltIOl"'.....I.IllNQ.ollOIII"~..C~.."""'''...lu'...' ."'Il( fI!\,"'\ ....~5".. " P'\ " 1,,0....._..__.. 0It101"" 'C'U.I RlSU'<C' '--.,.""" ....,..- .,.to... "" -- --, Cumberlantl -' ".~J::::=':::.. 1oIOhOl"'.....YfI'.."........................ CatiJsle 319 West Ridge St. '. Carlisle, P,\ 17013 ,~, ~..........o , ""OfOI,I"""""'Il..oAllOlllt."r.o-"'C'I'-'-'so.../",~' _ 87 E 1'\1oU0I0IW'O"IIO'<."_..C-....~ .0II'0P...... 1Joggoners United 1 \QC.AIo()It., ...,...~ ..."(IlIIO.l.OOl"lUOI,.o.cIl'" lIoffmnn-Roth Funernl !lome lWr.~r &t" Cn hf 6-{!'11 {15 L _'C"'!oO."IIl~'ll.> O...tOC..ll.......I"'(: ..,rJ ...?: .~(..,1"6.tr~ '-...dt.ltl"C j,I......(.'ltl"1o DI/('O'(".....,'.....t'."I....I'.. ,"-......... :-..--. r { II," ~r-!;';~;:'~ ,.,101. Cl\"e<'.~....--.-..,--.......... "'" "".......-0......-..........._..",,,,, \: 0VIIOr.-...\.l-<......'J'1.rl~.-'---_. -- tlutIQ,'1>...'.",......!.fJl'.(lI.' 1 '....tor....VOI. "<Jl;.....MJO".. ",,,,'UII_"""""OCCUfO"fO U.II"'....tJf'. _(lo._1 ...tJOl'\,I1tJI'5"'"f[)I"f('.S -...IlI.,HlClII'O 'OU"'fT~OIC'uU OIO(""H' ........1.00 ~(...'H l,r- o CI o o [J~...IU'''''_'_'''''''otfr''_' ~"I"'_"\ ... ...0...0 .-. -.- P....................... M_ ...0 ... [:y'" ....- t_.......__ .. ... ... ""'''"110.0''''',,,,,,,, 'CI"'~oIoQ'"">eI'"_"""_.-.o'"'''''''_';''''''_I''''''..'.''' .....I'>1.,........,'~,_:J ,...._.....,.................~_..........1I.1........_"...... \IG".I.I'--"'I."l 'JlIIlClIoOIJl<(IlIQ"OOOClU"'IIoQ,""I(.I"'"'" ..._t...,.'.u..... ~ ,.....I'..".......~..,.._.._, ,....-.....,...-........................- -.....,....,--.......-.,.......-"...,.. 'YllMCAlIUWiI'I(Il1:0"00t11l OII""'........._.._."lI'......."..._.,.....,................................"..-....'......,..1............1.1".......1.1.... ".-,...,.,.......... '" . ... .... .-...... ............... .. ;).1.,."10...,,.-(.._1 [;.\ I'&UOJ .. ~ ,_1_ ,c.". C1Q -n :o~ C (\I :oj' 0' (':' ~l c' , ~ .. N -.J ( c. ;g -.., ") :;--.: ..~.. - iii 9.. 'U ~ ');>;0. C'\ ~~ ~ :o~ ::; A,.... $8 rr <' :.;~ .) ,...... ; ~~o , l"J co -' " -~ o. ~ N 9.6 -..I C.';l ..;;:~ (~ a :::,0 n :=.11> ;.: - (if " g,: :l)C ~ ~~ '" Eo< :z: III ~ :2 < ~ C) tiil:5~. 0 (/J C) a:~S~ ~ >< ~ 11;.. II ti Q 11< ~ 'f,.,~ ~ z 0 c.5 ~t;z... < Z 0( ll, ..:r >< 11I11:%.. g ll:: mOs.J < 2~i~ ::E ti II ~ < ..:r ~. to . ~ It !~ . ... , ~.. "- LAST WILL AND TESTAMENT OF MAHY C. HAYCOCI: I, Mary <:. Ilaycock, widow, of South Middleton 'rownship (mailing address: 533 Highland Avenue, Carlisle, Pennsylvania l7013), Cumber- land County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last IHll and 'restament, hereby rcvoking and making void any and all Wills by me at any time heretofore made. l. I direct my hercinafter named Executors to pay all of my just dcbts and funcral expenses as soon after my death as may be found con- venient to do so. I direct that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Penn- sylvania, in a manner substantially similar to the arrangements which I made for the services for my husband and that my body be interred beside his on our burial lot locatcd in the Wagner's Brick Church Cemetery in North Middleton Township, Cumberland County, Pennsylvania. 2. I give and bcqueath the sum of Ten Thousand ($10,000.00) dollars to my son, William George Haycock of R. D. #1, Shippensburg, Pennsylvania, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then to such of his issue as shall survive me by a period of ninety (90) days, per stirpes. 3. I give, devise and bequeath the sum of Ten Thousand ($10,000.00) dollars to my daughter, Joy D. Trayer of 141 Trayer Lane, Carlisle, Pennsylvania, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then to such of her issue as shall surive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the residue of my estate. 4. I give, devise and bequeath the sum of One Thousand ($1,000.00) dollars to each of my grandchildren who shall survive me by a period of ninety (90) days. At the present time I have the following four (4) grandchildren: Steven Allen Trayer, Gregory John Trayer, Leanne Haycock born July 28, 1978, and Jason George Haycock born June 1, 1980. 5. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my two (2) children, their heirs and assigns, provided each of them shall survive me by a period of ninety (90) days but should either of them fail to so survive me then the share such deceased child of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue then the same shall lapse and be added to the share of the other child. My two (2) children are William George Haycock, of R. D. #1, Shippensburg, Pennsylvania, and Joy D. Trayer, of l4l Trayer Lane, Carlisle, Penn- sylvania. 6. Should any person less than 18 years of age be entitled to distribution from my estate, in such event I nominate, constitute and appoint the then living parents or parent of such pcrson as Guardians of the cstatc of such person but should neither parent be living or willing to serve as such, then I nominate, constitute and appoint my hereinafter named Executors or either of them as Guardians of thc person, and I authorize and direct such Guardians to receive and to invest the same and to pay the income arising therefrom together with so :nuch of the principal thereof as in the opinion of such Guardian is necessary or desirablc to be expended for the propcr maintenance, support and education of such person, to or for the bencfit of such person, and upon such person attaining l8 ycars of age to pay to him or her the then remaining principal together with any undistributcd income. Pagc 1 of 2 Pages CERTIFICATION OF N01'ICE UNDER 1l111.F. ~ '_~w. Name of Decedent: Mary C. Haycock June 23, 1996 Date of Death: Will No. Admin. No. 21-96-513 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 following beneficiaries of the above-captioned estate on June 27, 1996 Name Address Joy D. Trayer, 87 East Yellow Breeches Road, Carlisle, PA 17013 William G. Haycock, 76 Goodhart Road, Shippensburg, PA 17257 Steven Allen Trayer, 141 Trayer Lone, Carlisle, PA 17013 Gre~ory John Trayer, 141 Trayer Lane, Carlisle, PA 17013 Leanne Haycock, 76 Goodhart Road, Shippensburg, P A 17257 Jason George Haycock, 76 Goodhart Road, Shippensburg, PA 17257 Notice has now been given to all persons entitled thereto under Ruie 5.6 (a) except no exceptions "" r '<-,{'h..... - 1. Signature "7 Date: October 16,1996 c l.C Name Robert 111. Frev 5 S. Hanover St., Carlisle, PA 17013 ,- ; ;? Address '" ('-: -- ;..., dJ Telephone ( ) 717-243-5838 Capacity: Personal Representative X Counsel for personal representative \ , . R(V.UOOU..I,.QAI ... .. llI:~cn ~If~ ",00 ........ t"' .. , .. "'z ...... "0 "z 8~ 9.'~'Y_ ~ 15-/11 - I {, ~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) fOR OATIS Of DIATH AnlR 12/31/91 CHICK HIRI If A SPOUSAL ' POVIRTY CRIDIT IS CLAIMID I I fill NUMBIR 21-Ulj-5Ia COUNTY CODE YEAR IIAYCOCI<, MAHY C. a1U W. Hidge St. SOCIAl SlCUllI'f' NUMi~- -~ rO-iHO,Oliiit-------!llill ClI 11111'1 ---- -- Curlisle, PA 17013 182-50-9725 6/2a/96 8/2!l/l9 c.,., Cumberlond 1" .,......" ".",,,~ "UVil. ,j,., '''~'_:.~.'o-~_::=i~,:'_ J'OC~A1 =:""-':M~'_ ~ -_ -~-r A.OU'" "C1I,,: '~~,_i".-,'UC"O..'I- - ~ I. Original Relurn !"J 2. Supple menial Rolu,n l'J J. Remainder Relurn (for dole' of death prior 10 12.13.82) [] 5. Federal E,'ole To.. Relurn Required ..!!.. 8. Tolol Number of Safe Depo.it BouI COMMONW(Al!H 01 P[NN5Y1VAWA OfPAIl:IM(Nt Of IUV(NU( DEPT 780601 UARIlISBUAG, PA 11l~~ ~~I OIClOINT'S HAM( IIASI, 'lIl~T. AUD MIOOII HIIH"lI .. is o ... ... ... o [)HIOHII'~ (OMPUII "'OO~1 \\ [J 40. Future Inleuest Compromiut Ifor dolel of dealh alter 12.12.821 Decedent Died reSlale [] 7. Decedent Maintained 0 living Trull (Alloch copy of Will) IAlloch copy of Trultl 'ALL\.cORRESPONDENCE 'AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI NAM[ (OMPHU MAiliNG ADOIUS 20. If Line 191s 9reoter than Line lB, enter the difference on line 20. This is Ihe OVERPAYMENT. 1JI[]!1 04, ~6, limited Estole 243-5838 : 5 S. lIanover Street Corlisle, PA 17013 _136_, OOO~ 0_0 II) 121 I J I ___ 141 151 161 _ 17) (91 ______~3,~~~ ___ 104_,812.77 181 170,812.77 z o ;:: :5 = .. 0: .. ... ... .. I. Real E,'ate (Schedule AI 2, Slack. and Bond. (Schedule 81 3. Closely Held Stock/Partnership InleulIt (Schedule q 4. Mortgog" and Noles Receivable (Schedule 01 5. Cosh, Bonk Depolill & Mi"ellaneous Personal Properly (Schedule EI 6. Joinlly Owned Property (Schedule f) 7, Transle" (Schedule GI(Schedule l) B. Total Gran Anell (Iolallin" 1.71 9. Funeral Expenses, Administralive COlli, MilCelloneous Expenses (Schedule H) 10. Debts, Mortgoge liabilities, Liens (Schedule I) 11. Tolol Deductions (lolollines 9 & 101 12. Nel Value of Eslole (line B minus line III 13. Charitable and Governmental Bequelll (Schedule J) 14. Net Value Subject 10 Tax (line 12 minul line 131 15. Spousal Transfers (for dales of dealh aher 6.30.941 See Ins'ructions For Applicable Percentage on Reverse Side. (Include volues from Schedule K or Schedule M.) 16, Amount of line 14 taxable at 6% role (Include volues ham Schedule K or Schedule M.l 17. Amounl of line 14 taxable 01 15% role (Include values from Schedule K or Schedule M.) 18. Principal lox due IAdd tax From line I IS, 16 and 17.) 19. Credill Spousal Poverty Credit Prior Paymonts + _~,Z.~4.(HL_ 110) _______ ____ _____ 1111 1121 I1JI 1141 13,128.99 157,683.78 z o ;:: ~ = ... '" o ... )( .. .. 157,683.78 1151 )C. = 116} 157,683.. 78 9,461.02 " .06 = (171 _" ,15 = (181 9,461.02 ______---.!. 707 ~~__ 246.03 DilCounl +_,t73.Q5 Inlero" (191 1201 Check here if you are requesting a rofund of your verpoymenl. 21. If line 18 is grealer than line 19, enler Ihe difference on lino 21 This is lhe TAX DUE. A. Enler the interell on the balance due on line 21 A. B. Enler Ihe Iota I of Line 21 and 21A on line 218. This ilthe BALANCE DUE. Moh Check Payable to: Reglll., of Wills, Agenl 121) 121A) (2181 ~ ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -0(-0( Under penaltiel of perjury, I declare that I hove examined Ihis return, including accompanying schedules and stalements, and to the bell of my knowledge and beliel, it iSlrue, correct and complete. I declare Ihal all reol ellole hal been reported 01 Irue markel value. Declaration of preporer olhor than the personal representative is based on all informalion of which preporer has any knowledge. !lIGNA f P[IIS0N t~'ONSI [fall fllltm RltUIlN AOOIl[S~-'---------- ~_________._h______'__~______"______ DATE L, ';- it: i. )~,---___J!_7 _E'_Y_llllow BrllechcsHd.._C!lrlislc._Pul70l3__,__ Oct.' -') SIGNAtUIE Pllt "1(11 OlH,1 lHAtl Ir,1fSHHA1IV( "DOlt S~ OAU Y::z..fl'"'Vv'- J~/, "7- ,~__~~:__I!ol!oVer St:. Corl~sI~-"o.I?~ ~3 _ ______ Oct. ~\ .L!.~1_ ,1997 Act .48 of 1994 provldll for the reduction of tho tax ratollmpolod on tho not valuo of tranlfen to or for thl UII of the Ipoule. The ratll 01 prelcrlbed by the Itatute will be: . 3% (.03) will be applicable for eltotel of decedenll dying on or after 7/1/94 and before 1/1/96 . 2% (.02) will bl applicable for eltatel of decedenll dying on or after 1/1/96 and before 1/1/97 . 1 % (.01) will bl applicable for Iltatel of de cede nil dying on or after 1/1/97 and before 1/1/98 . Spoulal transfers occurring on or after 1/1198 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (V") IN THE APPROPRIATE BLOCKS. YES NQ... 1, Did decedent make a tran.fer and: x X a. retain the use or income of the property transferred, ....................................................... b. retain the right to designate who shall use the property transferred or its income, ............... X c, retain a reversionary interest; or ................................................................................... X d, receive the promise for life of either payments, benelits or co rei ....................................... 2, If dealh occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate considerationi If death occurred alter December 12, 1982, did decedent transfer property within one year of death without receiving adequate cansiderationi.....,.,....".., .......,..,....,..........,..,.,..,....,...,.,..,..........,.,."...........,',... X X 3, Did decedent own on 'in trusl for' bonk account 01 his or her death?..................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . . L."'~nICP\atoft . . roo TolM s.'-tl.~~..~ ~!".~. Dt"alC\f'l ~, Com!'" JI!O'"_II:!!!2001 ~_~_ . 10__ 22.L..L_____ ._. 10 701 Comm...,o" P!.'C1 ~ Selllem."1 ... 100, 1101 "'" 103 ... llO$ lOS, 110', """ llOO, 810. 811, toa. ItMM R ltM I L~r To II Paid In AIfw'nu POI. Inl.,"I'tom 10 S 802. Monoao..naul'lncl P"mlum 10' 1lQ3. HUlrd InaurlnCI p,.mlum lor ..., 005, ,ooa. R........ Oepot.nld With ~ 1001. HUard InaU'I"CI ~_~~'!"~i! !!!'ur~!'~.!- _ '003. C., pr "Ia."" 1004. County property 11..a 100:5. Annu.1 ....um.nll '000 1007. '000 1100. nu. ~"aro" , 101. Settlement a' CI'a,n I.. "=. Abatl'lct or UIlI ..I'C'" 11OJ. Title Eumln.hOt' '104. Tlllelnlurence blncl'11 , '05. Doc...m,n!.!!l:llrIlIOn 11ot1. NOlary ,... "07. Anom.,ys II" lincludes lbe". Itlm. numtMt1. 1 '01. T,ll. '''....r.nc. l,nC/uCla It)O". ,!!ma numblra L.neltr'. co....,. . Ownlr', CO"''''OI f'don pr.c,: S.. 3.!'!~!p"a 'J'.. __I, r~,~ .';'r!l .~ '..'0.....' . ''''''h41 ~.I!I,'r?I~'.! , P"" F,ont 54Ue", Fl,rtlCf,"1 Stlllemt",1 " , I . , i I flur-, ~~ ~ "",,,,. abM In ConnKllon With LOin lOin OrlglnlhOn FH Loan O.acounl Apprlial'l'M C'lc:!ll R. t1 L.ncr.,'. In'Plet.o" FM Uong~ Iruur'"tI Applicllion FH Auumplion 'H l('i~r II"-:~~';:' - ,) .. .. ~.,- I. I. I. '.. monlhs 10 Itllo '1,.'0 manU" at I... monlhltlll. monlh, I monCh'tal monl". I mont". I monl"'~1 mo"''', I permon,'" pe, ",orm, rmonth , ",onl" tmonlh rmonl" 'monlh , "'Ortlh 'i!~.~;".':'~ ~~;::l'~';;'>~~ ~~~~.:':.L'.;..~ ~~:!.;'':.:;..,:' 5~:"t6,:;::;..:. jt~.:i~f~~~~ ~..u;1.>'~':1;~~ I. I. 10 f,r I. I. I. I. (,.,.....' T I 4".l{';;~(. I , , "(~'l I. "og. "'0 "U. 1112. 1113 1200.. eo..rnm.ntAICOf'ChtMIAndT""".r~ _'_ 1201 RKard,no ,... ~ I JJj, 4) . Uortilti\:s-.;r~.~--' 1~ C.I,/counlr I..'"lm!), D.eCI' (rUn r,n. . ,",Otlolge I 1203 Slat.llll/lllmPt 0Hd S ,.-ltO, c:~-, : Mortglo, I ,..., ''''' lJOG. AddtUorwIf "~I C~ 1301. Su 10 1302. Pttllna~C"Uon 10 1303 ~t'lJ~~. rc;. I.<,J.' 1304 tJ ':!os . . .RlleaMIS II 7, ;~i ./ ..,,-/,....,- f{t"t,.,- , 'IlfI-(,7 .;,:.: " ,':'/ 1400. To.... s.taemenl Ch.a.rvn (tn"'on *'" ICQ. IecUon J end S02., s.cUon K) I 'j ',:< .; (;'?/. 't;;.. We. In. uhcre,...gntd "I,.by IC_nOwltdgl rKllp! 01 I COPy 011"" tOl'"lpl.l.d S.llIlt'!'I,,1 SlIl"tn'Ienl ......., f.'I' II Serrtr '.' !.' 'I /1 ~ '-..' ( / !L.:4 !~ " . (,..-I~. ,. ~ , : . . I, I ',,( &In r( II}~'~ '::),r!. 11 ,.... ';'i. :'1 ...~'" FARMERS m TRUST _ May 30, 1997 Frey & Tiley 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Mary C Haycock SSN 182-50-9725 Date of Death: June 23,1996 Dear Mr. Frey; In answer to your request concerning accounts owned, either separately or jointly, by the above referenced decedent and the balance In each account as of the date of death, we have checked our records and are submitting the following information in duplicate. We suggest that you file one of these letters attached to the Pennsylvania Inventory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, interest accrued to the date of death, if any, is listed as a separate figure. Checking account #1117335 was originally opened 10/22/91. The account was titled in Mary C Haycock's name alone. The balance as of 6/23/96 was $20,844,33 plus $3,42 accrued interest for a total of $20,847.75. The account was earning 2,00% interest at the time of death, Money Market account #376418 was originally opened 2/21/85. The account was titled in Mary C Haycock's name alone. The balance as of 6/23/96 was $28,504,96 plus $6.74 accrued interest for a total of $28,511.70. The account was earning interest on a blended rate as follows: less than $2,5002.50%, $2,500-10,000 2.75%, $10,000-100,0003.00%. We did have a safe deposit box at our Noble boulevard office #45 titled in Mary C Haycock's narne alone. Sincerely, ~ {Lu.. ,!rY>-''..c.'_c\r-J Karen Tomassone Supervisor Customer Service PIll' \\bl 11;~h SlrL'e1I',o. n", ~~II C."Ii,IL" 1','111,,1'1\,,111;,1171113 (717) ~4J-J~I~ FARMERS II TRUST June 2,1, 1997 Frey &. Tiley 5 !oj, Ilanllvcr S\. Carlisle, PA 17013 Estate of: Mary C, Haycock 182-50-9725 Dale (If Death: 6/23/96 11I1IIIS\\~II() )'l)ur re'llIest cOllccllIing m:cullnls m\lICtl, dlll!:c sCJllIratdy nrjoinll)', h)' Ih..: lIhO\'1: rclcrCIICI.al dCCClJCllt DlUJ Ih..: hal:Ulcc III em.h uccuunt as of till': ,Illte tlf ,Ienth, we lliIvc du.-ckcll our n:cUlds ulld un: submitting the l"olluwing infonnation in IlupliclIh:. We suggest thut )'nu liIe Olle of Illes..: Icllcrs uUuchcd to the Pellnsylvunia IlIycnlol)' funns (Ree) to subslwltiulc Uu: 11..101111.:": run n:pmt. ell NUMBER OPEN DATE OPEN VALlIE DOD VALlIE 95988 7/19/91 $20,000,00 $20,030.36 100776 1/28/93 $12,000,00 $12,243.44 10.1926 3122/94 $12.000.00 $12,103,67 106(,44 7/19/94 $10,000,00 $10,011.43 Sincerely, ~J!J~ Doris Goodhart CDIIRA dep\. One WL'Stl-ligh Sh\.'C1 P.O. Box 220 Carlisle, Pennsylvania 17013 (717) 243-3212 'lv '\111" Pili ESTATE OF ITEM NUMBER I. ITEM NUMBER I. '!~:~~ (11......1))0'1",,1..111.0' ''','j\II~'''jIA INHUnA"'U 'AI .IIU'H .nIOINIOIUO,HI SCHEDULE J BENEFICIARIES MAllY C. IIAYCOCI{ .---.- -- - ----'F(iTNUMOflim----.----- ----.-- 21-UIi-51:1 RELATIONSHIP AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY A. Toxoble Buquo,": 2. Steven Allen Trayer 141 Trayer Lone, Carlisle, PA 17013 Gregory John Troyer 141 Troyer Lone, Cllrlisle, PA 1701:1 Leonne lIoycock 76 Goodhort Rd., Shippensburg, PA 17257 Joson George lIoycock 76 Goodhort Rd., Shippensburg, PA 17257 Williom George Hoycock 76 Goodhort Rd., Shippensburg, PA 17013 Joy D. Troyer 87 East Yellow Breeches Rd., Cllrlis1e, PA 17013 Grandson $1,000 3. 4. 5. 6. NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmontal Bequosh: NONE Grandson $1,000 Grllnddoughter $1,000 Grondson $1,000 Son $10,000 plus one-ho1f of residue $10,000 plus one-ho1f of residue Doughter AMOUNT OR SHARE OF ESTATE TOTAL CHARITAO_L~_~~~ GOVERNME~~~L BE~~;~~(~~~~~ler ~-n~;n~l~~:OP;~~I~:)~~] s_ ._=~~=~=- IIf more space is ne.d.d, insert additionol sheets of some sin) I' III S'I' AND FINAl. ACCOUNT OF .JOY D. TRAYIm AND IVILJ.lAM GEORGE IIAYCOCI<, CO-EXI~CUTORS OF TilE I,AS'J' IVILI, AND TESTAMENT OF MARY C. IIAYCOCI<, (,ATE 011 TilE 1J00lOUOII OF CAltLISI.E, CUMBERLANIl COUNTY, PENNSYJ.VANIA, DECEASIm DATE 011 DEA'I'II: June 23, 1 UU6 I,E'I"I'ERS TESTAM ENTARY ADVERTISED: CUMBERLAND I,AIV JOURNAl, June 6, 13, 20, 1997 TilE SENTINEL May 2U, June 5 and 12, 1 UU7 ESTATE FILE NO. 21-96-513 PRINCIPAL RECEIVED Accountants charge themselves with the foHowing principal amounts received: 1996 June 27 Balance Farmers Trust Company checking account # 1117335 Accrued interest to June 29, 1996 Balance Farmers Trust Company MMA #376418 Accrued interest to June 23, 1996 Bethlehem Steel, pension Internal Revenue Service, 1995 Federal income tax refund Refund, Forest Pork 1I0me Balance Formers Trust Company C/O #95988 Accrued interest to June 23, 1996 Balance Farmers Trust Company C/O # 106644 Accrued interest to June 23, 1996 Balance Farmers Trust Company C/O # 100776 Accrued interest to June 23, 1996 Balance Farmers Trust Company C/O #104926 Accrued interest to June 23, 1996 27 July 1 Aug. 19 19 Oct. 5 5 5 5 1997 May 13 July 3 Proceeds sale of house and lot of ground at 319 IVest Ridge Street, Carlisle, Cumberland County, Pennsylvania Refund, 1996 Federal income tax TOTAL PRINCIPAL RECEIVED -1- , , 20,844.33 3.42 28,504.96 6.74 87.50 102.42 844.50 20,000.00 30.36 10,000.00 11. 43 12,000.00 243.44 12,000.00 103.67 66,000.00 30.00 170,812.77 INCOM E It EC HIVED Accountants chnrgc themselves with the following income umollnts received: 1996 July 26 Interest on IMute checkhll~ uccollnt 86.38 Aug. 27 Interest on IMnte checking nccount 78.54 Sept. 27 Interest on I~~tnte checking uccount 80.47 Oct. 5 Interest on Furmers Tru~t Co. C/D #95988 283.69 5 Interest on Furmers Trust Co. G/D # 106644 130.33 5 Interest on Farmers Trust Co. C/D # I 00776 171.43 5 Interest on Farmers Trust Co. C/D # 104926 159.99 26 Interest on Estate checking account 20.27 Nov. 25 Interest on Estate checking account 7.40 Dec. 27 Interest on Estate checking account 7.46 1997 Jiiii:'" 27 Interest on Estate checking account 5.34 Feb. 27 Interest on Estate checking account 5.63 Mar. 25 Interest on Estate checking account 4.76 Apr. 25 Interest on Estate checking account 4.93 May 28 Interest on Estate checking account 23.74 June 29 Interest on Estate checking account 19.68 July 27 Interest on Estate checking account 17.28 Aug. 27 Interest on Estate checking account 19.16 Sept. 5 Interest on Estate checking account 6.81 27 Interest on Estate checking account 11.77 Oct. 27 Interest on Estate checking account 18.58 Nov. 27 Interest on E.~tate checking account 19.23 Dec. 27 Interest on Estate checking account 18.63 TOTAL INCOME RECEIVED 1,201. 50 -2- , IlISJlU HSEI\1 ENTS Accountants cluim crcdlt for thc foJlowin[r IImollllts pllld: 1996 June 27 27 July 5 13 22 22 22 22 29 29 29 31 Aug. 19 19 Sept. 4 4 9 19 19 25 25 Oct. 5 21 21 26 26 Nov. 25 25 25 Farmers Trust Company interest forfel ted Register of \Vl11s, I,etters Testamentary Mark Devos, mowing Emerald Drug Billing Dept., uecount Murk Devos, mowing PP&L, electricity Borough of Carlisle, water and sewer United of PA, telephone Hoffman-Roth Funeral 1I0me, funeral services Emerald Drug Billing Dept., account Mark Devos, mowing Belvedere Medical Center, account Mark Devos, mowing PP&L, electrici ty United of PA -17.41 less refund of 4.26 Borough of Carlisle, water and sewer Mark Devos, mowing Darlene L. Moyer, Tax Collector, school real estate taxes - 826.65 less pro-ration of 337.31 Register of Wills, Agent, Pa. Transfer Inheritance Tax - 9234.00 less refund of overpayment of 246.03 PP&L, electricity Mark Devos, mowing Borough of Carlisle, water and sewer Borough of Carlisle, water and sewer Mark Devos, mowing Carlisle Memorial Service, engraving PP&L, electricity Mark Devos, mowing PP&L, electrici ty Borough of Carlisle, water and sewer -3- 10.16 246.00 60.00 11. 64 40.00 20.83 11. 82 18.56 1,474.20 362.82 40.00 95.35 60.00 16.58 13.15 11. 82 60.00 489.34 8,987.97 15.71 40.00 11.82 11. 82 60.00 150.00 14.21 80.00 12.26 11.82 . , Dec. 6 The Sentinel, ndvertislng 27.68 6 Medlq Mobile X-HIlY 124.14 21 I'P&L, electricity 29.49 24 Borough of Cllrllsle, wnter nnd sewer 11.82 24 PI'&L, electricity 48.89 1997 Feb. 5 Borough of Carlisle, water nnd sewer 11.82 21 PP&L, electricity 57.34 Mar. 3 Borough of Carlisle, water and sewer 11.82 8 Darlene L. Moyer, Tax Collector, County and Borough real estate taxes 356.48 25 Borough of Carlisle, water and sewer 11. 82 25 PP&L, electricity 28.94 Apr. 14 The Sentinel, advertising 37.93 20 PP&L, electricity 22.41 May 2 The Sentinel, advertising 30.41 2 Borough of Carlisle, water and sewer 11.82 8 Greg Trayer, mowing 42.37 13 Greg Trayer, mowing 20.00 13 Recorder of Deeds, realty transfer taxes 660.00 13 Borough of Carlisle, final water and sewer 21. 82 22 Cumberland Law Journal, advertising Letters 60.00 23 PP&L, final electric bill 21.53 June 25 The Sentinel, advertising Letters 68.04 Oct. 6 Register of Wills, filing Inheritance Tax Return 15.00 Notary Public fee 6.00 Frey and Tiley, Attorney's fee 7,832.51 Reserve to file Account 1I5.00 TOTAL DISBURSEMENTS 22,122.96 -4- , " , . It ECAPI'I'UI,A'I'ION 'I'otlll Principal Itccclved Total Income Itecelved Total Heceipts Less Total Disbursements Balance for Distribution 17ll,UI2.77 I ,2lll.50 172,ll14.27 -..1!J 122. 96 149,891.31 PHOPOSED SCIIEDUI,E OF DISTlUBU'I'ION BALANCE FOR DISTRIBUTION 149,891.31 TO: Steven Allen Trayer 141 Trayer Lane Carlisle, PA 17013 Bequest in Paragraph 4 of Decedent's Will TO: Gregory John Trayer 141 Trayer Lane Carlisle, PA 17013 Bequest in Paragraph 4 of Decedent's Will TO: Leanne Haycock 76 Goodhart Road Shippensburg, PA 17257 Bequest in Paragraph 4 of Deccdcnt's Will TO: Jason George Haycock 76 Goodhart Road Shippensburg, PA 17257 1,000.00 1,000.00 1,000.00 1,000.00 TO: William George Haycock 76 Goodhart Road Shippensburg, Pa 17257 Bequest in Paragraph 2 of Decedent's Will One-half of residue of estate: Partial distribution October 5, 1996 Partial distribution May 14, 1997 Balance for distribution 10,000.00 32,500.00 28,000.00 2,445.66 62,945.66 TO: Joy D. Trayer 87 East Yeliow Breechcs Road Carlisle, PA 17013 Bequest in Paragraph 3 of Dcccdent's Will Onc-half of residue of estatc: Partial distribution October 5, 1996 Partial distribution May 14, 1997 Balance for distribution 10,000.00 32,500.00 28,llOO.00 2,445.65 62,945.65 149,891.31 -5- /,)~/I/ ~ I COHHONWEAtTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIDUAL TAKES .,.I.AIlAHC[ IA. DIVISION DlPl. 18060l IlARRIUUNC, f1A 111:a-hOI NOTICE OF INHERITANCE TAK APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAK DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 01-19-98 HAYCOCK 06-23-96 21 96-0513 CUMBERLAND 101 FREY & TILEY 5 S HANOVER ST CARLI SLE PA 17013 Allount R...Ht.d c, *' '1'-\hI1l1l""','" MARY C 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:i5'4-j-EX-"F'j'--iiiiF97rNoi'YCE--Oj:-YNHEiiii'ANCE-YAin-ppRAisEifENT-,--"iTowANcE"iili-----------m--- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HAYCOCK MARY C FILE NO. 21 96-0513 ACN 101 DATE 01-19-98 TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I E.t.t. (Schedula A) 2. Stock. and Bonds (Schedul. 8) 3. Clos.ly Hald stock/Partnership Int.rast (Schedul. CJ 4. Hartg.gas/Hot.. Racelvable (Schedula OJ S. Cash/Sank Deposita/Hlsc. Parsanal Property (Schedule E) 6. Jointly Owned Property (Schedule fJ 7. Tran.fars (Schedule Cl 8. Total Assat. I CHANGED III 121 (31 141 151 161 (7) 66,000.00 .00 .00 ,00 104.812.77 .00 .00 IBI APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.ral Expanses/Ad... Casts/Hlsc. Expanse. (Schedule H) 10. Debts/Hortgage Liabilities/Ll.n. (Sch.dul. Xl 11. Total Deduction. 12. Net Value of Tax Retu~n 13. Cha~ltable/GoYe~n.ental aeque.t.; Non.elected 9113 T~ust. (Schedul. J) 14. N.t Value of E.tate Subject to Tax 13.128.99 .00 Illl 1121 1131 1141 191 IIDI NOTE: To inlu~e p~ope~ c~edit to your account, subnit the upper po~tlon of this forn with your tax paYMent. 170.812.77 13.1:>8 99 157.683.78 .00 157,683.78 If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of Abh returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rat. 115) 16. Anount of Llna 14 taxable at Lin.al/Cla.s A rat. 116) 17. Anount of Lln. 14 taxabl. at Collateral/Class a ~at. (17) 18. Principal Tax Du. NOTE: TAX CREDITS: PAYMENT DATE 09-19-96 RECEIPT NUMBER AA146757 DISCOUNT (+1 INTEREST/PEN PAID I-I 473,05 . IF PAID AFTER OATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ,00 X .00= 157,683,78 K .06= .00 K .15= IIBI AMOUNT PAID 9,234,00 TOTAt TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 9,461. 02 .00 9,461.02 9,707.05 246.03CR .00 246.03CR IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '"CREDIT" ICRI. YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I RESERYATIONs [.tat.. 0' d.cadant. dying on or befora Daceeber Il, 191Z .. If any futura Intere.t In the a.tate 1. tr~.ferred In po.....lon or anJoyaent to CI... . (collatar.l) banaflclarla. of the d.cedant .ftar the .xplratlon of any a.t.ta for Ilf. or for yaar., the co..onw.alth h.r.by .xpr...ly ra.erva. the right to appr.I.. and a..a.. tran.far Inharltanc. T.x.. at the lawful Cia.' B (collataral) rata on any such future Intar..t. PURPOSE Of NOTICE s To fulfill the raqulra..nt. of S.ctlon ll~O of tha Inherltenc. and E.tat. T.. Act, Act II of 1995. (7l P.S. Sactlon 91"0). D.t.ch the top portion of thl. Notlca end .ubalt with your payaant to the Ragl.t.r of Will, prlntad on the rayer.a .Id.. ..Mek. chack or lon.y order payabla tOI REGISTER OF HILLS, AGENT PAMNTs REFUND teR): . rafWMI of . tax credit, which Wal not requast" on tha lax R.turn, .ay b. requuted by cOlIPlaUng an '"application for Rafund of penn.ylvanla Inh.rltenc. and E.tat. Tax'" (REV.l]I]). application. .ra .vallabla .t the Office of the R.ghter of Willi, any of the ZS R.venue Dhtrict Offlc", or by c.llIng the .peclal Z4.hour an.werlng ,.rvlca nuabar. for for.' ord.rlng: In P.nn.ylvanla 1.100.362-Z0S0, out,ld. P.nn.ylvanl. and within local Harrisburg ar.a (717) 7.7.1094, TDDI (717) 77l.ZZSZ (H..rlng IIIP.lred Only). t,', OBJECTIONS: Any p.rty In lntar..t not .atl.flad with the appralsae.nt, allowanca or dl..llowlnc. of d.ductlon., or .......ant of t._ (Including dl.count or Intar..t) a. .hown on thl. Notlca au.t obJ.ct within .I.ty (60) day. of r.calpt of thh Notlc. by: ..wr.ttan prota.t to the Pi Oapart.ant of Rav~, Board of Appaal., Dapt. Z11021, Harrl.bura, Pi ....actlon to hava tha .att.r d.taralnad at audit of the account of the par.0n81 r.prasantatlv., .-appaal to the Orphan.' Court. 171ZI.lOZI, OR OR AOftIN ISTAA TIVE CORRECTIONS1 F.ctu.1 .rror. dl.cov.rad on thl. ........nt .hoUld b. addr...ad In writing tal PA D.p,rt.ant of Ravanua, Buraau of Individual Taxa., AlTN: Po.t A......ant R.vlaw Unit, Oapt. 280601, Harrl.burg, PA 17128'0601 Phone (717) 717-6505. Sa. p.ga 5 of tha bookl.t '"In.tructlon. for Inherltanca Ta. Return for. Ra.ld.nt Dec.dant'" (REY-ISOl) for an .xplan.tlon of adalnl.tratlvalY corractabla arror.. If any ta. due II paid within thraa (]) calander aonth. .ftar tha d.cad.nt', death, a flv. p.rc.nt CSX) dllcount of the t.. paid II allowed. The ISX ta. aana.ty non-p.rtlclpatlon penalty I. co~t.d on the tot.1 of the ta. and Intar..t .......d, and not p.id b.for. January II, 1996, the flr.t day aftar the .nd of the ta. aana.ty period. Thl, non-participation pan.lty I. app.alabla In the .... .annar and In the the .... tl.a p.rlod a' you would appaal the tax and Int.ra.t th.t ha. bean ......~d .. Indlc.t.d on thl. notlc.. DISC~h PENALTY I INTEREST: Intara.t I. chargad bealnnlng wlth 'Ir.t day of d.llnquency, or nine C,) aonth. and one (1) day fro. tha d.t. of de.th, to the data of payaent. Tax.. which b.c... dallnquent bafor. January I, 1982 baar Intara.t .t tha r.t. of .1. C6X) parcent par annu- calculatad .t . d.lly r.t. of .00016'. All t.x.. which baca.. dallnquent on and aft.r Janu.ry I, 1981 will b.ar Int.r..t at a rata which will v.ry fro. c.lendar ya.r to cal.ndar y.ar with that rata announcad by tha PA Dapartaent of R.vanua. Th. appllc.bl. Int.r..t rata. for 198Z through 1998 .ra1 '!!!! Intarast Rata D.lly tntarnt r.etor !!!! Interast R,t. Oalh tnt.rast ractor 1982 'OX .OOOSU \91' 9X .000Z41 1983 IIX .OOOU8 1988-1991 I\X .000301 198" I\X .000301 1992 9X .000241 1915 UX .00nS6 199]-19'" n .00019l 1986 lOX .000ll,. 1995.1998 9X .00021't7 ..Int.rast I. calcul.ted .. followlI INTEREST a BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. I..ued .ft.r thl t._ baeo... delinquent will raflact en Intar..t c.1cul.tlon to flftaan CIS) d.ys b.Yond the data of the ......Hf'lt. 11 payaant II .ade aft.r the Int.rast cDIIPUtatlon d.t. shOWn on the Notice, additional Intarnt ...,st be u1cuhtad. P'YIt(Hh Detach the top portion of thl. Hotlc. and 'ub.lt with your p.y..nt 'ad. p.y.bll to thl n.e. and addrl" prlnt.d on thl r.v.r.. .Id.. If RESIDEHT DECEDEHT .ake chIck or .on.y ord.r payabl. tal REGISTER OF WILLS, AGENT. If HOH'RESIDEHT DECEDEHT ..k. ch.ck or eon.y order p.yabl. tal COHHONWEALTH OF PENNSYLVANIA. REFUND (CR)I , r.fund of a ta. cr.dlt, which w.. not r.qu..t.d on the Ta. R.turn, eay b. r.que.t.d by coapletlng ~ -Application far R.fund of P.nn'Ylvanla Inh.rlt~. and [.t.t. T..- CREV-ISIS). 'PPllcatlon, .r. .v.Jlabl. .t the Offlc. of the R.gI.t.r a' Will., eny a' the Z1 R.v.nu. DI.trlct O"lc., or 'ro. the O.p.rt.ent's Z~-hour an.w.rlng ..rvlc. nueb.r. far 'or.. ord.rlng: In P.nn.ylvanl. 1-'OO-16Z-Z0S0, out.ld. P.nn.ylvanla and within local H.rrl.burg er.. (111) la7-'09~, TOO' (117) 17Z-ZZSZ CHaarlng lap. Ired only). REPLY TOI Qu.,tlon. r.g.rdlng .rror, cont.ln.d on thl, not Ie. .hould b. .ddr....d tal P' D.part..nt of R.vanue, Bur.au of Individual ,...., 'TTHI Past ,.......nt R.vl.w unit, D.pt. 2'0601, Harrl.burg, P' 1712'-0601, phone (111) 1'7-6505. DISCOUNT I If any te. due I. peld within thr.. (1) cel.nd.r .onth. .ft.r the decedant', d..th, a 'Iva parcant (5X) dl.count of tha te. peld I. allow.d. PEHAlTY, Th. ISX ta. aen..ty nan-participation p.nalty I, coeputad on the total a' the t.. end Intar..t .......d, and not paid bafor. J.nu.ry I" 1996, the 'Ir't dey .ft.r tha .nd of the t.. aena.ty p.rlod. INTEREST: Int.r..t I' ch.rg.d b.glnnlng with 'Ir,t d.y a' d.llnqu.ncy, or nine C') lonth. .nd on. (1) d.y froe the data a' d.ath, to the date of pay..nt. T.... which b.c... d.llnqu.nt b,'ore January 1, 19.2 b..r Int.r..t at the rat. of ,I. (6X) p.rc.nt p.r annu8 c.lcul.t.d .t . d.lly r.t. of .000164. All t.... which bac... dallnquent on .nd .'tar January 1, 19.Z will b.ar Int.r..t .t a rat. which will vary 'ro. c.l.nd.r YI.r to cal.ndar y..r with that r.ta announcld by the P' D.Plrt..nt of Rlv,nu.. Th. appllcabl. Int.r..t r.t.. 'or 19.2 through 1'9' arl: Y..r Int.r..t Rat. O.lly Intar..t factor Year Inter..t R.t. Dally Int.r..t f.ctor I'll lOX .DDOS4' 1911 .~ .000l41 1981 16~ .DDDUa 19la-I991 1l~ .DD0301 191" llX .DOnDl 1991 .~ .Doal"7 19as UX .DOnS6 1995-1994 ,% .Doal'l 1'36 IDX .Oaol7" 1995.199. .~ .000l41 --Intlr..t It celcul.t.d .. 'allow. I INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. I..u.d I't.r the t.. blco", d.llnquant will raflact an Int.r..t c.lcul.tlon to flft.-n CIS) day. b.yond the d.t. a' the ........nt. I' p.y..nt I. .ada .ft.r the Int.r..t co.putatlon d.t. .hown on the Hotlc., additional Int.r.,t aust be c.lculatad. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mary C. lIaycock Da to 0 f Dea th: June 23, 1996 Will No. Admin. No. 21-96-513 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 : March 10, 1998 r<L'(.'Vvf - hI, Signature J~_,( , ~ " Robert M. Frey Name (Please type or print) 5 S. Hanover St., Carlisle, PA 17013 Address ( ) 717-243-5838 Te 1. No. Capacity: Personal Representative , -' ".a. '~...., (MAH: rmf/ AM3) X Counsel for personal representative 1