HomeMy WebLinkAbout96-00516
PETITION nm PlmnATE 111111 C;HANT OF LETTEI~S
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I:"'all' IIj K(\t~dne L. IInrl/ell
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l{e~i\lel "I Wil" I", Ih,'
(''''""Y "I Cumbgrland, ill Ihe
t'(HI1I1HlIIWI.'allh (If IJ,,'nn,yl\'allia
liB,' pClilioll 01 I Ill' lIIHh:I...il!lIl'd Il',p"'l'tfully rCI1II.""'1I1, thai:
YOHr !l",tilillIlCr(\), \\llll j.. ale IS y",;U\ of ill!l' (If older an thl'l'\l'l'UI.
inlhe la\1 "ill ,.llhe ab",,' d,',:,'denl. daled April 13, ,
and ""d i.:i 1('1 dilled August ,14,..1991
dx _,.._......_..___ nallled
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~__'~_'__ . - ___ ~_ .____..___________..__._. __.".____..__. ~~_._ _________u_._
_Co-executrices ,named inthe _ Codicil, Patricia _Harwe1LHamliILann
_Barbara Harwell- 'l'aylor..have.renunciated.. -
l.t;\I\.',d"'\,1Il1 nh'llI11'lalltl."\. l'.~'. Il'lllln~I"litlll. lk;llh III 1'\l'tUltll,l'IC.)
lJe.:cmknl w,,, dlll\li.:ikd ," deillh in __ ._9J~E!i.md_ _' .__,," ('"nnIY, l'enn\ylVill1ia, wilh
IL~_I:. ... 1a\1 lamily llf prin.:ipal re\iden.:c al ,,70.5_~Qdd, ~_!.rslE!.,_J3.o..roug~ of Carlisle,
_t'ennsylvania-l701.3".--- __._______.___
111\1 \I".'~'I. IlIl111hCI ;lIld 1I1111l.ql;lhl~1
Ikcelldelll, Ihen ..89-- yc:,t\ of age, dicd _,__,_June_24.__ ,19 q,;
'II _ .-Carlisle-Hospital, .Carlisle,-PA-,----------- .
heel'l a, 1'011,,,\\. decedenl did nol marry, "a\ nol dimrced alld did nol have a child born or adopled
after 1.'\cculillt1 or 1111.' \\iIIllfh:rcu for prohate: wa... 1I011he vktim or a killing. ami \\'a~ never adjudicated
iIH.'0I11PCIClll: ________...__ .---- -----
DCl."l'llllc111 .11 death o\\IIl...d properly with l'\timatcu \'ahll:\ a\ follo\\':
(If ,h'mi.:ilcd in I'a,) All pel\l1l1al properlY
(I l' nol domiciled in Pa,) l'el\l1l1al properlY in I'enn\yl\'ania
(111101 dOJl\icill..'d in Pa.) Pl'r'llJ1at properlY in County
\'allll' "I' rcall"lal\.' ill PCI1I1,yhania
,ilual",:d ", flllhm..: ____~___________.____~__ -----.
S 100,000.00
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\\ IIEI{I:H)){E. pelilioner(\l rC\l'eclfully requC\t(\) Ihe plllhme of Ihe lasl will and codicil(s)
pre'enled h,'rellilh and Ihe granlof IcIlCC\..__,__. _____Testamentary
, Il,"',IIll"1I1ar\; ,hlrn;m'll;llillll':.I.;I.; :ldmini\lr:ninn d.h.n.f,.'.l,a,)
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..__Kath1ee~.Harwell-Cotte
_ __60 ~e>gilfltol/ Brook Road
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OATH OF PEHSONAL H.EPHESENTATIVE
(,0:\I:\10~WE"I.TII OF I'E~~SYL\'ANIA ! ..
J' >;>i
cm ~TY OF __C1JmQet:.l;'!J!'~,__-,_
Th\,.' p\"'lili\lIl\"'l{") ahOH'-I1:.1I11\,.'" "WI.:.IT:") os- anirl11t~) thatlhc 'talCIllt:nh illlht: foregoing pClition arc
Inh.' .tlld ~'IU-H.'~'1 III lhc h\""1 \If ,h\'" kno\\h:'dgl' alllt hclid of pClitinner(,) anu lhat as personal represen-
taliH'(-.) lI1111I..' ahn\\'" \kl'C\ktll pClitilllll"Z:') \\ill \\1.'11 anu truly :lllmilli'lcr the estate ul.:l.:nrding to la\\'.
s\\ III II Itl or anill11l'f.,I, and 'uh",...rH'cd I
her",... Ill<' Ihi, ,., ,27Th __ "a, ,,1'
(~} Juqpe,' J'I q6
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-Katfileen-Ha['\lel1~COt~e
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No. _ 21-96-516
Estutc 01'
KlIthlldne I.. lIarwell
, Ucccuscd
UECREE 01" PRonATE ANU GRANT 01" LETTERS
AND NOW June 28th 19....9.6_, in comideration of the petition on
Ihe reverse side hereof. satisfactory prool having been presented before me,
IT IS DECREED Ihnt the instrument!s) dOled April 13, 1984 and August 14, 1991
described Iherein be admilled 10 probate and filed of record as Ihe laS! will of -' l<athildre L. lIarwell
and Letters
are hereby granted 10
Telltamentary
Kathle"n AaN" 11 Co!:t"
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/, v;I!J;ri!t
Mary C. Lew~s
'(
FEES
Probate, Letters. Etc. .".,.,.. S 200.00
Short Certificates! 3) . .,. .' , , .' S 9.00
Renunciation .........,...... S 5.00
Codicil S 10.50
~c~ages (4) TOTAL_S 12.00
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Filed ... .June ,2Bth,,1996 ' , . , , , . , . , . , , .
$ 241.50
7R Srnl~h p;~~ S~r""~. p n RnY 20B
t\DDREs!Carlis1e, PA 17013
(717) 249-8300
PIIONE
Dale F. Shughart, Jr.
ATTORNEY (Sup. C\. I,D, No,) 19373
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I, KAIII^,lINL I. II A I l\'1 I II , 01 1'1I1'11llll'. ('1111I1"'1'1110<1 ('o'lIlt y, 1'1'1111-
nylvllnill, del' I 111'1' Ihin 10 I,,' IIII' IlInl I'/i II lIn<l I'l'vllkl' 1101' IIi 1/11 pl'l'-
viollnly IIIl1dl' hI' IIII'.
I. I devise (Jnd Ill'qllelllh III I of thl' I'l'!lidlll' of IIII' l'lllllLe 1.0
my Lhree duuqhlel's, l'uLricill 1I111'\~l'11 111111I1 ill, Ilurhllrll 11111'1'/1)11 IlIylol'
ond Kalhleeo lIu I'I'/e I I Colle.
In L1w I'venl uoy of lilY dllllqhLero Ol'e de-
ceased, I devise ood bequealh her ,;nid llhare lo her children Sllr-
viving her.
II. direct lhul any ohure pllosinq lo u child or children of
my deceased dauqhler shull be held in lrusl by lilY Iruolee hereinafler
named upon the following tel'lIlo ond condilions:
A, My Trustee!l 11101' payor opply 011 of the nel incollle from
eoch child's shore of Lhe lruot eoLate to or for Lhe benefit of such
ch il d,
0, My TrusLees lilaI' payor opply ouch porlion or all of the
principol of lhe lrusl eotote lo or for the beneifit of ouch child os
my Trusleeo mol' deem neceosory or odvisoble for lhe core, mointenonce,
support, educotion or generol 111'11'01'1' of ouch child or for any illness
or elllergency which mol' befoll ouch child.
C, My Trusleen sholl pol' lhe remoining portion of such
child'o truoL eotole to such child upon orrivul ot oge twenLy-four
(24) 1'1'01'0.
Ill. All principnl IInd income nhnl I, unli I oclunl distribution
to ony beneficinl'y, Ill' free of Lhe dehl!l, coolrllclo, nlicnolions
ond onlicipolion of !llJch heneficilll'y nnd Lhe nllme ohllll nol he lioble
lo ony levy, ottnchml'nL, l'XI'Clltilll1 or nl'qlJl'IlLrlllion I'Ihile in the hands
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of my II'1IBll!PB III' t '''ClIt III'n.
IV. ^II I'olnll', 111111'I'IIl11l1'I', !IIJl'('I'Bnlllll /lfld 111111'1' tlJXI'~1 illlpo!ll'd
01' pnYlIhln hy J'PUBon of lilY dl'ulh, nlld illl.l'l'pol and pt'llo1t.ipB '-hPI'POU,
\~iLh I'l'llpl'el 10 nIl propl'rly l'omprinio(J my (JI'I)!;!l "!llnll' for dl'nlh lnx
purpost'H, \'/!lplhel' 01' lloL nuell PJ'upf'l'ty pUBueu undel' lhiB \'Ii J 1 ahuJ J
be puid out of my [1ulnlc uo ir Buell Lnxpu "/PJ'I~ adlll.ininlrnlivp ex-
penDes, wllhoul npporlionml'nl 01' righl of rl'imhurDl'ml'nl.
nulhor-
ize my [xecuLors [Ind lr'uuLeen to puy all such lnxcu ol Buell Lime ai'
limes os moy be deemed odvlDoble.
V, In addllion 10 nil olher powcrD nulhoriled by low, my
Execulors ond trosleeD mny reloin ony of the ODDelD of my esloLe
which come inlo lhelr hondo.
the troslees Dhnll loveDl ond keep
Invesled lhe principal of the lruDl eDtole in ouch monner and In
such securitieD or olher properly, renl or persooal, ond upon ouch terms
and for such length of Lime as lhe trusLees shall deem advisable, iL
being intended hereby 10 give unto Lhe truslees full and compleLe
authorily 10 hold, posDeDs, manage, conlrol, sell, convey, encumber,
leose, give ond exerciDe oplionD, invesl and reinveDL lhe whole and
every pari of Lhe lrusl eDlaLe occording 10 lhelr sole judgmenl ond
dlscrellon, wllhout any limit upon lhcir power ood oulhority so to do,
either by slatule or otherwise.
VI. [appoint my dnughtcrs, Polrlcia 1I0rwell 1I0ml in ond Barbora
Horwell Taylor ond Formers Trusl Compony 10 be Executors under this
my ~I ill,
v [I.
I oppolnt my doughtcl's, Palricia IIn I'I'/c 1 I 1I0mlln ond Barboro
lIaJ'l~ell Taylor nnd FormeI'll trusL Company 10 be Trusleell uodcl' lhis my
IH 11.
VIII.
[ direcl lhol my cxeeulorll and Truslel'D uholl nol be rp-
-2-
CODICIl"
I, Katherine L. Harwell, of the Borough of Carlisle,
Cumberland County, Pennsylvania, declare this to be the sole
Codicil to my Last Will and Testament dated April 13, 1984.
ITEM I: I hereby amend Item I of my Last Will and Testament
to add as follows:
I direct that my three (3) daughters or any of them may
accept in kind distribution of any of my tangible personal
property which may pass to them under my Last Will and Testament,
to be valued in accordance with its appraised value as finally
determined for Pennsylvania Inheritance Tax purposes. Should more
than one of my said daughters wish to accept personal property in
kind but be unable to agree upon the division thereof, such
property shall be divided among them on the basis of alternating
selections.
ITEM II: I hereby revoke Item VI of my Last will and
Testament, in its entirety, and in lieu thereof provide as
follows:
I appoint my daughters, Patricia Harwell Hamlin,
Barbara Harwell Taylor, and Kathleen Harwell Cotte, co-
Executrices of this my Last Will and Testament.
ITEM III: I hereby revoke Item VII of my Last Will and
Testament, in its entirety, and in lieu thereof provide as
follows:
I appoint Farmers Trust company, of Carlisle,
Pennsylvania, Trustee under my Last Will and Testament.
, /,: /;:j 'r" J > '/ \;,. iu/ t't!/
21-96-516
ImGISTElt 0... WILLS 0... CUMOERI.AND COUNTY
OATil 0... SUIISClmUNG WITNESS
"Ii' ,
Dale F. shug!1!!.Ij:' ilncL!3QnnhLI.. .Coyle____..____._
cllllidl
(cach) a subscribing witncss 10 thc \'lill (lIc'cnlcd hcrcwith. (cad.) hcing duly qualificd according to
luw, dcposc(s) und suy(s) Ihat .they_w,er.!L- prcscnl :lIId suw
Katharine L, Harwell
thc Icstat rix, sign thc sUlnc und that _t_h_ev signcd a;, a wilncss ullhc
rcqncsl of Icslat-Ci..lL in h_er- prcscncc and (in lhc prc,cncc of cach othcr) (in tl1f prcscncc of Ihc
othcr snbscribing wilncss(cs)). . .J' .) (\ ../\ /') 1/
I \~;.)',,1 - / h '. r
Sworn to or affirmcd und subscribcd bcforc V ' ,\ , /' ' !
mc Ihis 27th day of ' (amc) Ie
--'21. June", 19 9~ .~~h..EitLStreet..."
! ,nfLAj e.);< H.."" ,-'11.)11 ^ itv' .,'/' 1'1 J lA, ddJess) ?
Mary d!. Lewis ' I Re~isler' (~/\1._), .~ \..<....~ .~", l'f.' ~ 1:..'
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(Name) Bonnie L.Coyle
28 South Pitt Stre~t. r~rli~lp, pa 17013
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Icstat_
(cach) a subscn
hcrclo. (cach) bcing duly qualificd according to law, dcposc(s) and say(s) thai
familiar with Ihc signaturc of
codicil
will prcscnlcd
codi '
IS in thc handwriting of
thai
to Ihc bcsl of knowlcdgc and bclicf. /
Sworn to or affirmcd and subscribcd bcforc ~
/
mc Ihis day/of
/
19/
/-
(Address)
Rellisler
(Name)
(Addre,u)
,
21-96-516
RENUNCIATION
In Re Estate of
Katharine L, Harwell
deceased.
To the Register of Wills of
Cumberland
County, Pennsylvania.
The undersigned patricia Harwell Hamlin and Barbara Harwell Ta lor
of
thc above deccdcnt, hcrcby renounce(s) the right to administer the estale and rcspectfully ask(s) that Lctters
Testamentarv
be issucd to
Kathleen Harwell Cotte
WITNESS
hand this 27th day of June
,19~.
witness:
\'oJ L"C.;....(_ ~\l',w'rl\ Ib"j:.~
(Signature)
Patricia Harwell Hamlin
112 Harvest Road
Cherry Hill, NJ 08002
(Addre..)
PY//.lAcU ,..~~, ~Z/--/~-'
. (Sis.nalure) ,
BaFbara Harwell Taylor
905 Hillen Drive
Millersville, MD 21108
(Address)
(Signature)
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NOTICE OF DENE~'ICIAL INTEREST IN ES'rA1'/;
DEFORE TilE REGISTER OF WII.LS, COUNTY OF CUMBERLAND , PENNSYLVANIA
In re Estate of
Katharine L, Harwell
, deceased,
No. 516
of 1996
TO:
Barbara H. Taylor
(benefiCiary)
905 Hillen Drive (address)
Millersville, MD 21108
Please take notice of the death of decedent and the grant of
letters to the personal representative(s) named below. You may have
a beneficial interest in the estate as follows:
The will and Codicil of Katharine L. Harwell divides her
Estate eauallv amona her three dauQhters, You are a one-third
residuarv beneficiarv of the Estate.
(if additional space is needed, use back of page)
Name of decedent Katharine L. Harwell
Last known address 205 Todd Circle, Carlisle, PA 17013
of decedent
Date of death
June 24, 1996
Place of death
Carlisle HosDital, Carlisle, PA
County of grant of origin,l letters
Cumberland
Decedent died
x testat."!
intestate.
A copy of the will ~ is
is not attac~ed.
Name(s), address(es) and telephone number(s) of all personal
representatives appointed
Name
Address
Telephone
Kathleen H. Cotte
60 Bogastow Brook Rd, Sterborn, MA 01770
(508) 655-9277
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Fon 0""E!i OF OEATU AFTER lZ1ll191 CHECK HERE
If A SPOUSAL
P R R IT 15 CAlM
FILE NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
REV. 1500 EX 1(7-94)
CAB
H P L
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C R C
K 0 K
P S
COM~F~lIMj"~'![ ~lWfIIM'NIA
HARRlsR5~tiIM'Z!l.0l>0'
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INitiAL)
Hllrwoll Klltharlno L.
SOCIAL SECURITY NUMDER DATE OF DEATH DATE OF OlAlH
175 - 3/, - 8392 06/2/,/96 0"122/07
21-96-516
COUNTY CODE
yEAR
OECEOENY'SCOMPlETE ADDRESS
205 Todd Circlo
Cllrlislo, P^ 17013
Counl)' Cumber land
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST ,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
X 1. Original Relurn
4. Limrted Eslale
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o
N
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
, ~i.,ttV'L V/ 6etc.
S~::l~~~~~ROTHERTH'N~PRES
Copyright (e) 199410rm saftw.,. anly
NUMBER
AMOUNT RECEIVED (SEE INSTRUCTIONS)
05.
o e.
Romaindor Roturn
(lor dales 01 dealh p,ior 1012-13-82)
Fodoral Estate Tax Return Required
Tolal Number of Safe Deposit Boxes
136,780.05
221,685./.8
(8)
(9)
16,660.1.1
2. Supplemental Rolurn
41. Future Inlerest ComprorTllso
(lor dates 01 death after 12-12-82)
[!] 6. Decedent Died Testatlt [Rl7. Oecedent Maintained a Living Trust
(Mach co y 01 Will) (Anach a copy 01 T,us\)
C P ALL CORRESPONDENCE AND CONFIOENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
2 ~ NAME COMPLETE MAILING ADDRESS
R D Da10 F. Shu hart, Jr. 01110 F. Shughart, Jr.
~ ~ TELEPHONE NUMBER 35 East High Stroot, Suito 203
- T 717 2/.1-4311 Carlislo P^ 17013
1. Real Eslale (Schedule AI 1
2. Slacks and Bonds (Schedule B) (2)
3. Closely Held Slack/Partnership Inle,esl (Schedule C) (3)
4. Mortgages and Noles Receivable (Schedule D) (4)
5. Cash, Bank Oeposi\s & Miscellaneous Personal P'operty (Sch, E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (Schedule L) (7)
8. Tola1 Gross Assets (total lines 1-7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
Expenses (Schedule H)
10. Debts. Mortgage liabilities, Liens (Schedule I)
11. Tolal Oeduclions !lotal Lines 9 & 10)
12. Net Value of Estato (Line 8 minus Line 11)
13. Charitable and Governmental Bequosts (Schedule J)
14. Net Valuo Subject to Tax (Line 12 minus Line 13)
15. Spousal Translers (lor dales 01 dealh aile, 6-30-94)
See Instructions lor Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M,)
16. Amount olUne 141axable at 61'. rale
(Include values from Schedule K or Schedule M.)
17. Amount 01 Line 14 taxable at 15'/. rale
(Include values from Schedule K or Schedule M.)
18. Principal I.. due (Add lax from Line 15, 16 and 17,)
19.Credits/Sp Poverty Prior Payments Discount
0.00+ 18,500.00 + 973.68
20. If line 19 is greater than line 18, enlor tho difference on line 20. This is the OVERPAYMENT.
[!J 0 Check here If au are re uestln a refund 01 your over a ment.
21. If line 18 is greater than Lino 19. enler the difference on line 21. This is the TAX DUE.
A. Enler the interest on the balance due on Line 21A
B. Enler 'helolal of Line 21 and 21A on Line 21B, This is the BALANCE DUE.
Make Check P. .ble to: Re Iste, 01 Wills, A ent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
nder pe~lUes 0 perlury,l deel". Ih.11 hive examined thIs feluIn,lnclucllng .ccompanying schedules.OO sl.lements,.nd 10 the b&sl 0 rJrf knowl~g"'OO belill ,It Is true.
correct and comptete, I declaf.lh.I..llre.leslate hu ~en reporled.t trlle nur~et value. DeclaraUon of preparer olher than the personal repfesentaflve Is bued on ..lIln'ornuUon of
whIch preparer hu any knowledge.
Kathloen H. Cotto
?9_ ,~~ll!~~~!'_':, ~F.~'?1.<_ -~'??~-, -" -"., -" -" - -"" -, -,
Sherborn, MA 01770
Dalo F. Shughart, Jr.
~?_.~?!'_t., ~_iJ~~ _ ?t.':~!'_t., _ ?~! ~!'_ _~9~,. - - - - - -, - - -" --
~ Carlislo, P^ 17013
(10)
767.10
(11)
(12)
(13)
(14)
(15)
0.00 X
,
(16)
3/.1,038.02 X ,06'
(17)
0.00 X ,15'
(18)
Interest
(19)
(20)
(21)
(21A)
(21B)
358,/,65.53
17,/.27.51
341,038_02
341,038.02
0.00
20,/.62.28
0.00
20,462.28
19,/173.68
0.00
988.60
0.00
988.60
DATE
1/10/71
DATE
/ /2 i'?;
Farm 1500 (Aev. 7.94)
Act 148 011994 provides lor the reduction 01 the talC rates Imposed on the net value oltranslers to or lor
the use 01 the spouse, The rates as prescribed by the statute will be:
.3'1. (.03) will be applicable lor estates 01 decedents dying on or alter 7/1/94 and belore 1/1/96
.2'1. (.02) will be applicable lor estates 01 decedents dying on or alter 1/1196 and belore 1/1/97
.1'1. (.01) will be applicable lor estates 01 decedents dying on or alter 1/1/97 and belore 1/1/98
.Spousal translers occurring on or alter 1/1/98 will be elCemptlrom Inherilance talC.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
a. retain the use or income of the property transferrod.. .
x
b. fltaln the right 10 designate who shall use the property transferred or Its income.
c. 'etaln a reversionary Interest: or . . . . .
d. r.c.iv. the promise lor Iii. of either payments. benellls or caro? .
2. II death occurred on or before December 12. 1982. did dacedenl Within two years preceding death
transf.r property without receiving adequate consideration? II dealh occurred aller December 12.
1982. did decedent transf.r property within one year 01 death without receiving adequate
consld.ration? . . . . . . . . . . . . . . . . . . . .
3. Okl decedent own an 'in ttust lot' bank account at 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.
COpytlghllt} '"4 'Ofm lof1W.,. only CPSYllems,lnc.
FOlm 1500 (Rh' 7-941
X
X
x
x
X
REV. ,... EX + (2,011
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
cot~rN\l\ltiM~~X1~jhY.NI.
ESTATE OF
Please Print or T 8
FILE NUMBER
21-96-516
SS(/ 175.3/,-8392
06/21./96
Katharine L, Harwell
(All 10.
ITEM
NUMBER
1
2
mUlt b. dllclol.d on Sch.dul. F)
VALUE AT DATE
OF OEA TH
0.00
3
OESCRIPTION
Clothing and personal offects.
1984 8ulck Contury automobile, valued In accordance
with attached appraisal of Graham Motor Company.
Household goods and furniture valued In accordance
with attached appraisal of James Bistline,
licensed auctioneer.
Jewelry, valued In accordance with attached appraisal
of Anne Arundel County Coin Shop
Coins and currency valued In accordance with
attached appraisal of Anne Arundel County
Coin Shop.
Fur coat valued In accordance with
attached appraisal of Muscalus Furs.
Checking account (/633275
Farmers Trust Company
Principal
Accrued Interest
Sarah A. Todd Memorial Home
occupancy Agreement.
Refund, Visa account
Refund, Lifetime Systems
Subscriber Savings Account, USAA
Refund, USAA. auto Insurance
Refund, Klrke-VanOrsdel
(Health Insurance)
Refund, U,S. Treasury, Decedent'S 1996
Federal Income Tax
3,495.00
1.700.00
4,360.00
4
1,072,80
5
773.35
1,000,00
6
7
64.843,64
53.25
8
58,382.00
52.22
25.00
525.44
129,03
368,32
9
10
11
12
13
14
S 136 780.05
TOTAL (Also enler on line 5, Reca ~ulalion)
(Anach addilionalS 112- x 11" sheels ~ more space is needed,)
Copyrl9hl (c) 199~ form softw.r. only CPSys'ems, Int.
Form 1500 Schedule E (RrI. 2-87)
REV. 1$\0 EX + (2.17)
COMrNm~~{\,g~}hY'N"
ESTATE OF
SCHEDULE G
TRANSFERS
Please Print Of T .
FILE NUMBER
21-96-516
Katharine L, Harwell SSO 175.34-8392 06/24/96
THIS SCHEOULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANV OF THE QUESTIONS ON PAGE 21S YES
ITEM OESCRIPTlON OF PROPERTY EXCLUSION TOTAL VALUE DECO'S OOLLAR VALUE OF
NUMBER 1",ludtNnw 01 'h.I"nll".., th.lr OF ASSET 'I. INT. DECEDENT INTEREST
'....lIon.hlo to dlced.nl, dill. 01 h'MI,r.
1 Revocable Trust Agreement 221,685,1,8 100.007. 221,685.48
between Decedent and Farmers
Trust Company, now Financial
Trust Services Company, dated
August 1991, the assets of
which Trust are itemized and
valued as per attached
statement of Trustee (Copy of
Trust Agreement also attached.
TOTAL (Also enter on line 7. Recapitulation) 221,685./18
(If mort space is needed. insert additional sheets 01 same size.)
Copyright It) 1994 form softwar. onlt CPSyslerm, Inc.
FOlm 1500 Schlrdule G tRe~.2.a71
REV.. 1&12 EX. (t.gl)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pl.... Prln! 01 T .
FILE NUMBER
21-96-516
cOMrH~lrr:~~%O{~\V~r1Y'H"
ESTATE OF
Katharine L. Harwell
SS(! 175-3/1-8392
06/21,/96
ITEM
NUMBER
1
2
3
DESCRIPTION
AMOUNT
284 .65
86.17
355.42
4
United of PA, phone bills
BMe Pharmacy, final pharmacy bill
Sarah A. Todd Memorial Home, final monthly
residential charges
Vital ink Pharmacy Services,
final pharmacy bill
PA Department of Revenue, 1996 income taxes
28.00
12.86
5
TOTAL (Also .nter on line 10. Reca ~ulation)
(II more space Is needed. Insert add~ional sheels of same size,)
Copyright (c) 1194 farm soUw.r. 0"'1 CPSys1Ims, Inc.
S 767,10
Form 1500Schedul,I(RIV. 1..9l)
"
REV. 1m EX' (1.111
ESTATE OF
CO"I1.'ll\l~~~~~p>>"N"
SCHEDULE J
BENEFICIARIES
5511 175-3'..8392
06 2'. 96
Katharino L. Harwoll
ITEM
NUMBER
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
1
A. Taxablo Boquo.I':
Patricia H. Hamlin
112 Harvest Road
Cherry Hill, NJ 08002
Daughter
2
Kathloen H. Cotto
60 Bogastow Brook Road
Sherborn, MA 01770
Daughter
3
Barbara H. Taylor
905 HIllen Drivo
Millersville, MD 21108
Daughter
NAME AND ADDRESS OF BENEFICIARY
8. Charitable and Governmental Bequests:
TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (AI.o onlo' on I,no 13. Rocapitulation)
(If mere space is needed, Insert additional sheels of same size.)
Copyrlght(c} '994 form .anwar. onl')' CPSy.tems, Inc:.
FILE NUMBER
21-96-516
AMOUNT OR
SHARE OF ESTATE
ono-third
one-third
ono-third
AMOUNT OR
SHARE OF ESTATE
s
Fo,m 1500 Schedule J IR..... 2.871
0.00
~
-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
l
J
55:
~~!:!.1}~~~_J!~_ c::~t te _ ______._
bolng duly aWOrl!___ according to law, doposos a"d says thaI aha ____,J:,l_________
Executrix _._ ____ 01 tho Eslato 01 KlIthllrine L. 1I11rwell
1010 01 ~o;:9..!!9l:L_oJ_~'!.r_IJa}e_ .--.___ " Cumborland County, P." d.c....d and thaI tho
, ." d b KlIthleen II Cotte h 'd Executrix
Within II .n ,nvontory m.. y .____u___________~______ '_ , I . SOl
01 thn ontiro ost.to 01 s.id doc.denl, consisting 01 .11 the p.rsonal proporty and r..,1 OIt.t., exc.pl real osl.lo outsido
tho Commonwealth 01 Pennsylvania, .nd that the ligures opposlto ..ch Itom 01 Iho Invonlory r.prosonl It'. I.ir valuo
as 01 tho data 01 doc.d.nt'. d.ath,
Sworn
and subscribed beloro mo,
A yl-(ti6.,~'-2:t_a~r(~( _______
E..cufor . Ao'minislufor
Kathleen H. Cotte
___60 B0.92atow ~.E<?<?..k Ro~cl._
Sherborn, MA 01770
1
/:::~"5-
January /'f
. 1....,,;0 Ir
11.-1<..':'(., A ll"L'
~
19
/2~
'------.. :]
. M\T.~'~'.\L t~l.~
e. .J: L C~',':lr. ~:::'..~.I;i' :'!/ v:
8O~O ()f '.f,T !t'~ll.\' !;;l;r':,~:;, r.iJ'.I~ ;;~..\~o (P.
'," C ""If"'" ~~. r(c,"'r-.- ,''''.'''' ,.. . "'Jj
'" T 'I .,., ...:. J,' f. .,r...' ....H.....' ". t,","
......._v..........._ ...'O:..,-.Jl.......-.;
Add,...
D.le 01 Doath
June
1996
'4
D.y
Month
Yu,
INSTRUCTIONS
I. An invenlory mud bo rilod within throe monlh. altar 'ppoinlm.nt of pOrlonal roprQ,fifativo.o
2. A .upplomont invontory mu.1 b. lilod within thirty d.y. 01 di.covory of .dditiona,j},iis, -J
3. Additional .hoots m.y bo .ttached .. to pOllon.Jty or roalty '~
4. 500 Articlo IV, Fiduciario. Acl 011949, ~
.:n
D:h
\ .~.
. ,)
-- U1
,
''0 -'
N ;'l; S-
-:) i~
)~~, 0-.
C1J
...
Ul
... '" -ti
\0 >- ... ... ..
... w C1J \.< ~
... ~ '" ... ;J III ..
1tI w <( co
n. ... \.J U u ..
0 VI III "
I 0 w C en ""
'" w :c .... .. ..
\0 l- I n. 0 n. c
01 Z ... ..J u.. .. ~
I <( 0 Q. 0
u.. ..J :l:
... W 0 <( w ..J .c
N > '" 0'> ,:. <(
Z C1J :J -
Z 0 c
c r:: 0 "
VI Z '" \.< 0
0 '" U
Z w <( \.< 0 ...
n. III m "0
.c c
..
Ll - -;:
~I 0 "
.D "0 '"
co E 0
I - " ..!! 0
..
..J U u: '"
. . ... ... ~ .
/5'"- /11- /()
BUREAU OF INDIVIDUAL TAXES
umr.RltANCI: TAM DIVISION
DEPT. leabOl
IIA11RISBUNG. PA 111;'11-01,01
COMMONWEALTM OF PENNSYLVANIA
DEPARTMENT OF REVENUE
04-14-97
HARWEl L
06-24-96
21 96-0516
CUMBERLAND
101
AlIlount R..,Uted
<2-
~*'
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TMIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECDRDS ~
ifEV: is'47 - Eif -jiFii - [03":97 "i-NoT i CE-- OF-Y NHERi;: ANCE -TAX - APPRA iSEH€Ni'-;- jiLi.-ow ANCE-iili---- _m___ - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARWElL KATHARINE L FILE NO. 21 96-0516 ACN 101 DATE 04-14-97
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DALE F SHUGHART JR
STE 203
35 E HIGH ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r
TAX RETURN WAS, (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule A) 11)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedul. C) (3)
4. Hortgagel/Hotes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property ISchedule FJ (6)
7. Transfer. ISchedule G) (7)
8. Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.,. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgaga Liabilities/Liens (Schedule I) 110J
11. Total Deductions
12. Het Value of Tex Return
13. Charitable/Govern.,ental Bequests (Schedule JJ
14. Het Value of Est.t. Subject to Tax
NOTE:
RECEIPT
NUMBER
AA146758
AA185073
DISCOUNT 1+1
INTEREST/PEN PAID (-I
973.68
.00
I CNANGED
11,.1\.'1111' III-III
KATHARINE L
NOTE: To insure proper
credit to your account,
sub.,it the upper portion
of this forn wIth your
tax paynent.
,00
,00
,00
,00
136.780.05
,00
221,685.48
CBI
16,660,41
767,10
1111
112)
113)
114)
,00 X ,00=
341.038.02 X ,06=
.00 X ,15=
I1BI
AMOUNT PAID
1B,500.00
988.60
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
If an assessment was issued previously, lines 14. 15 and/or 1&, 17 and 18 will
reflect figures that include the total of ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15J
16. Allount of Line 14 taxable at Lineal/Class A rete (16J
17. Allount of Line 14 taxable at Collateral/Class 8 rate (17J
18. PrIncipel Tax Due
TAX CREDITS:
PAYMENT
DATE
09-19-96
01-15-97
358,465,53
17.4?7 ~1
341,038,02
,00
341.038.02
.00
20,462.28
.00
20,462.28
20,462.28
,00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS TNAN $1, NO PAYMENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS. I
t;("'J
~~
\:~
-n?J
t','
:u
~
1:..
-.)
~,)
','
U.
RESERVATION I E.tate. of d.c.dents dying an or b.rar. D.ce~er Il, 1982 .- If any future Intere.t In the e.t.t. I. tr.n.ferr.d
In pa.....lan or .nJay.ent to Cl... B (collateral) ben,'lclarle. of the d.c.d.nt after the e.plretlan a' any ..tat. rar
ll'e or 'or yaar., the Ca..anwaalth hereby e.pr...ly r..erve. the right to .ppr.I.. and a..... tr.n,'er Inh.rltanc. fa...
.t the lawful CI... B (callat.r.l) rat. on any .uch future Inter..t.
i
i
I
,
!
I
.,
PURPOSE OF
NOTlCE,
PAyttENTz
REFUND (CRlI
To fulfill the r.qulr..ents a' S.ctlon 21~0 of the Inheritance and E.t.t. Ta. Act, Act 21 of 1995. (72 P.5.
Saction 91~0)'
Detach the top portion of thl. Natlc. and .ubalt with your p.y.ent to the R.gl.ter of Will. prlnt'd an the r.v.r.. sid..
"'Hake check or .oney order paY.ble tOt REGISTER OF MILLS, AGENT
A r.'und a' a t.M cr.dlt, which wa. not r.qul.tad an the Tax R.turn, .ay b. requelted by ca~l.tlng an "Application
'or R.fund of Penn'Ylvanla Inh.rltanc. and E.tat. T.x" (REV.1313). Application. ar. avallabl. at the Offlc.
of the Regllt.r of Will., any a' the 23 Revanu. DI.trlct O,flce., or by calling the special 2~-hour
anlwerlng ..rvlc. ~er' 'or 'or.. arderlngl In P.nnlylvanl. 1.800.562.2050, aut.lde P.nn.ylvanla end
within local Harrl'burg .re. (717) 787.809~, TOO' (717) 172.2252 IHaarlng lapalrad Only).
OBJECTIONSZ Any party In Int.r..t not .atl,'I.d with the appral...ent, allowance or dl.allowanc. of d.ductlan., or a..a....nt
0' ta. (Including dl.count or Inter..t) .. .hawn on thl. Hotlc. .u.t obJ.ct within .Ixty (60) day. of rac.lpt of
thlt Notice bYI
ADHIN
ISfRATlVE
CDRRfCTIOH5z
DISCOUHTI
PEHAllYI
INTERE5h
..wrltt.n prat..t to the PA Dapart..nt of R.v.nue, Board of App.al., napt. 281021, Harrl.burg, PA 17128.1021, OR
...I.ctlon to h.v. the aattar d.teralnad at audit of the account 0' tha p.r.on.l r.pta..ntatlv., OR
...pp.al to the Orphan.' Court.
F.ctu.l arrar. dl.covered an thl. ........nt .hould b. .ddr....d In writing tOt PA aapart.ant a' R.venu.,
Bur.au 0' Individual Ta.I', ATfNt Po.t A..a...ant Ravlaw unit, O.pt. 280601, Harrl.burg, PA 17128-0601
Phon. (717) 787-6505. 5.. paga 5 0' the bookl.t "In.tructlon. for Inherlt.nca Tax Raturn for a Ra.ld.nt
Dac.d.nt" (REV.1501) for an a.planatlon 0' ad.lnl.tratlvaly correctabl. .rror..
I' any tax due I. paid within thraa IS) cal.ndar eonth. a,tar tha dacad.nt'. da.th, a ,Iva p.rcant (5~) dl.count of
tha tax paid Is allowad.
Th. 15% t.x aan..ty non-partlclp.tlon p.nalty I. coaputad on the tat.1 of tha tax .nd Intar..t .......d, and not
p.ld bafor. January 18, 1996, the 'Ir.t d.y a,ter the and of the t.. .ana.ty parlod. Thl. non-p.rtlclpatlon
p.n.lty It appaal.bla In the .... aannar and In the the .... tI.. parlod a. you would .pp.al the tax end Int.r..t
that h.. ba.n .......d 8. Indicated on thl. notlca.
Int.r..t I. ch.rgad bag Inning with 'Ir.t d.y 0' d.llnquancy, or nln. (9) .anth. and one (I) day 'roe the data 0'
da.th, to tha data 0' payeant. Taxa. which b.ca.a dallnqu.nt b.'or. Janu.ry I, 1982 ba.r Int.r..t at the r.t. of
.1. (6%) p.rc.nt per annua calculatad at a d.lly rat. of .00016~. All taxa. which bac... dallnquent on end a,t.r
January I, 1982 will balr Int.r..t at a rata which will vary fro. cal.ndar yaar to c.lend.r yaar with that rata
announcad by th_ PA Dapart..nt 0' R.vanua. The appllcabl. Int.ra.t rat.. 'or 1982 through 1997 ar.1
~ Inter..t Rata 0.11'1 Inter..t Factor !!!! Intarut R.t. D.lly Interltt Factor
1982 lOX .0005"8 1987 .X .0002"7
1985 16;( .ooo~sa 1988-1991 11% .000501
1984 \IX .00OSOI 199Z 'X .000247
1985 15% .00OS56 1995.199" IX .000192
1986 lOX .0002H 1995.1997 'X .aoaz47
uInt"ltt It celculated ., foUow.t
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. Is.u.d aft.r tha tax baco.a. dellnquant will r.fl.ct an Intar..t calculation to flftaen (IS) day.
bayond tha data of tha a.'I....nt. If pay.ant I. .ad. Ift.r tha Intara.t co.put.tlon d.ta .hown on thl
Notlc., additional Internt au.t ba calculated.
STATUS REPORT UNDER RULE 6,12
Name of Decedent: Klllhllrlllt' I.. IIl1r",,11
Date of Death: .IUIlt' 2'.. 1996
Eslate
~ No. 21-96-~16
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No y
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 x 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 repo t.
Date: September 29 , 1997
,-
Dale F. Shughart. ,Jr,. ESQuire
Name (Please type or print)
35 East lIigh Street, Suite 203
Address Carlisle, PA 17013
( 7 I 71 24 I - 4 3 1 1
Tel, No,
(..,.
_."_J
Capacity:
Personal Representative
y
Counsel for personal
representative
(MAH: rmf/ AM3)