HomeMy WebLinkAbout96-00542
DO NOT DUPLICATE
nn :0
c i"" \.(':
::J t:'\ :y(y
.
., ,'.
(.,
pi
-
~
()') ~";
-c.:~ t"~ ~!.,
~.
-' \0
STATE OF ALASKA
THIRD JUDICIAL DISTRICT
ss
I, the undersigned, certify that this is a true copy of an original document on
file in the Trial Courts, Third Judicial District, State of Alaska.
Witness my hand and seal of this court this June 28, 1996 at Anchorage,
Alaska.
By:
eputy Clerk
DO NOT DUPLICATE
..... ..
......-
.
W I (, L
I, GEORGE CARL MINICK of 100 Biq SprinQ Avenue, Newville,
Cumberland County, Pennsylvania declare this to be my last will
and revoke any will previously made by me.
ITEM ONE: I direct that all my debts and funeral expenses,
including my qravemarker shall be paid from my residuary estate
as soon as practicable after my decease as a part of the
expense of the administration of my estate.
ITEM TWO: I give, devise and bequeath my entire estate to
my wife, ZONA BLANCHE MINICK.
ITEM THREE: I appoint my nephews, GEORGE M. MINICK and BARRY L.
MINICK, Executors of this my last will or the survivor as
Executor.
ITEM FOUR: All estate, inheritance, succession and other taxes,
imposed or payable by reason of my death, and interest and
penalties thereon, with respect to all property comprising my
gross estate for tax purposes, whether or not such property
passes under this will, shall be paid out of the principal of
my residuary estate, without apportionment or riqht of
reimbursement.
ITEM FIVE: I direct that my personal representative or guardian
shall not be required to qive bond for the faithful performance
of their duties in any jurisdiction.
ITEM SIX: In addition to the riqhts and powers given to the
fiduciaries by law or elsewhere in this will. I give to my
Executor during the full time necessary and for the
administration of my estate the following rights and powers to
be exercised in his sole discretion.
A. To retain any real or personal property which may at any
time form a part of my estate so long as he or she deems it
advisable.
B. To invest in any real or personal property without
restrictions to legal investments.
C. To repair, alter, improve or lease for any period of time any
real or personal property and to qive options for leases.
D. To sell at public or private sale, for cash or credit, with
or without security, to exchange or to partition real or
personal property, and to qive options for leases.
E. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I have hereunto set my hand this L1 day of
Auqust, 1989. I
SIGNED ~~d.l'rrf//&~b;~-/
~~E tARL MINICK y~~.
The preceding instrument, consisting of this and one other
typewritten page each identified by the signature of the Testator
was on the day and date thereof siqned, published and declared by
PAGE ONE OF TWO PAGES
... -. ".. ..... .~. -. .
,
,.
"
~'
:
,~
~.
,
-
BROUJOS, GIL-ROY Be HOUSTON. 1". C.
ATTORNEYS AT ~W
4 NORTH HANOVER STREET
CARL-ISL.E. PENNSYL.VANIA 17013
171'71 243-4$1574 700.'000
;
""';',"""'~;"""'.'.",,,.,-,.,~,,,,,.,'-.",..>,,-",._.,~,_.
-,
:t'
,~,
I'
" , ,!
. l
.
.
" , ,
'. .
.
.'
,
"
,.".
(Il;, "
E
-
,
.
,\
f
)
,
J
\;':
"
---' -P-.~
-~_'------"'--""'.JlQ" ~ 4 Nu ~,:....
.
\
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
George C. Minick
Date of Death:
June I, 1996
Will No. .;) \.. c.1lD - 54-,;)./ Admin. No.
To the Register:
I certify that notice of beneficial intcrest required by Rule 5.6(a) of the Orphans' Court
Rules was served on or mailed to the fol1owing beneficiarics of the above-captioned estate on:
Name
Address
Lorraine Minick
\00 Big Spring Avenue, Newville, PA 17241
Notice has now been givcn to al1 persons entitlcd thereto undcr Rul~ }.6(a).
Date: CJ. _ ( 3. C)<p Signature ()(?l(/ ~~ {t( tt~
, ~e ~. Minick -
4 Sweitzcr Road
Jacobus, PA 17407
(717)428-3594
Signature d~ /M~;/
BJllI'Y L. Minick
224 Lcmon Street
Elizabethtown, P A 17022
(717)367-5044
~,
,.
-
~,
,--
, ,
,,-
,
(50
Capacity:
...l.. Pcrsonal Representativc
_ Counsel for personal reprcsentative
.,
- 0-'
RI., 1100 IX. (H'I
~
Ij:!5W
wE~
,",09
ull;...
..
'"
/5-- 113-7
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
o 2. Suppl....ntal R.tv,n
o .(0, future It"ertll Compromiu
(for dol.. of doa1h ""or 12.12-821
o 7. Oee.cI.nl Maintained a Uvlng TNtt
(ANad. capy of Trull)
t;;o~lDE<<l1~" ll\I~!lMAt'lO~)~CU1.a.e,l:llRl....lt:u1()flr I..
COM'un MAJUHQ I\OQllS)
I, N. lIanover Street
Carlisle, PA 17013
~~
COMMONwr.uTM or 'I!NNUlVANI"
cr'Al1Mtt-H 0' fltV(HUI
DE" 100601
HARRISIUJlO. 'A 111284601
otCtDlNl'i ,........'IWI, IIln. AHO ,.ICoo\C ....i.AU
H1NICK, GEaR(;E C.
w
..
\'j
id
..
.u UCU'lfl tlUM1U
193-11,-8230
OAIt 0' DCA1H
06/01/%
c.-
DAIf or 'UlItt
01/IR/25
FOR DATU OF DEATH AfTER 12131191 CHECKI'U
IF A SPOUSAL
PonRTY cRlon 15 ClAIMED 0
flU HUMBER
,-
'7_\
COUNIY CODE
WdOUWi (O"",'llU ~DO'Ul
100 Illg Sl'r1nl\ Ave.
Newv1l1e, I'A 172111
~ AtrUC.AJ1.fl III''I'MHO '~sn N.A.W .....", '.111 _~ lOoGOl.I ""Ill....,
NlNICK, l.ORRAINE
'-\ (to
yrAR
(- r; L\ 7_
NUMB'
~ 1. OrigInal Return
o A, lI",~.d E.lal.
o 6, D.c.dtnl Di.d T "'a'.
(ANo,h a>py of Wall
Ril:E:ir t -
.:.s:
ww
"'<>
"''''
Co
......
H......
JOliN II. BROUJOS, ESQ.
fll'MOHI NUIw\IU
243-1,574
. 1~) 3.~-u'l&.c /
.MOUH' ttQIYtD (30ft IN5,UU' I
'. l""'I\Z.;: r,;,.....\~
..
o
I:
..
-
;::>
!:
...
..
u
w
'"
1, Rool Ellate (Schedule AI
2. Stock. a.d 8ond. (S....d.l. 8)
J, Oa..ly H.ld S'ad<IPa~.onh;p 1......tISCh.d.l. q
4. Martsas.. ..d 1'1.... Rt<tiY.bl. (Sch.d.le DI
5. Callt, Bon~ O.podn & MhullanllOU' Po'1OflCl Property
ISchod.l. EI
6. Joinrly Ownod Praporty (ScMd.I. F1
7. T,an,r." (S....d.l. G) (Sch.d.I. l)
8. Total Orcu Auell (lololliMt '.n
9, fu"erol Ellptnul. Adminilfrati___ Cos", Mhcollan~ou.
E.pcn,.. IS,h.dul. II)
10. Dltbu, Mortgoge liabilities. U.n. (Schedule I)
11. r..al DoducHon. ('alal Un.. 9 & 10)
12. Ne' Value of Ellolt (lint 8 mini" line 11)
13, Charitabl. and GovMnmenlol ft&quetu (Schedule J)
U. Ntt Volue Subject 10 Tax (lIM 12 minus Line '31
15, Spou.o! Tronlltn (for dol.. af d..,h .her 6.30.94)
S.. InltruC1ionl fo, Applicabl. P.'~n'age !Dn RevcrI.
Side. (lndude -.ol",es 'rom Sch,dul. K or Sth.dul~ M.I
16. Amount of Un. 1.4 taxable 01 6% tot.
(Ind.d. ..I... from Sc:hodu!. K or SelI.dul. M,)
'7. AMOUnt of lint 14 fOJCobl, a' 1 S% fol'
(Ind.d. ..1... fr.m Schtdul. K 0' Sched.l. M.I
18. Principal to.. due (Add laK from Un.. U, 16 and 17.)
19, Ct.diu Spou$C1 Poverty Credi1 Prio.. PaYlMnh
03.
05.
R.malndfr Relu",
(for date. 01 d.ath p,lo, I. 12.IJ-8
Fed.ral Ellal, TolIt ReJurn Re~ui,.d
s
;::
'"
~
~
:!!
C
u
..
'"
....
_ B. Tatol Numb.r of Safe O.potit Boll'
,~:.I,:~W' Fr' ~.~.:o'jqt\';...l oj
(I)
(2 )
(31
(A)
(5 )
(61
(71
$101,000.00
42,335.27
1.(,7 t:;;n
( 81
143,702.77
(91
(101
1.,075.00
1.,244.22
8,319.22
(111
(12)
(131
(141
1151135,383.55 (wife onl;.Q a
135,383.55
135,3H3.55
- 0 -
(16)
(171
)( .06 a
" .15 .
(IBI
DiKoun'
Inl".1I
+ + (19)
20, lilt.. 19 h greater ,han U.. t8. .n,..'he dill...... on LIn. 20. Thh I. ,h. OVERPAYMENT. (201
mo
Chftclc he.e.- if you or. reque'linq 0 .dund of your overpoymtnt.
21. If Un. 18 II great.r than Une 19, et'lf.r the din.,.nt. on Un. 21. Thl. h the TAX DUE.
A. Enter the Inter.., on th. balanc. d.... on UtI. 21A,
B. Enlt,.t.. '0'01 01 Un. 21 and 21A an It... 21B, Thh I.,... 8ALANCE DUE.
Maa Ch.d Pa oble tal leght., 0' Wlllt, AoW
..:.",-; "I\~.~i: :~I : BElSURE IIXli!lN5W.Ell.iAtl'.QUESTlONS.ON REVERSEiSlDE:M,O'ro,RECHEO<-M.a;;wa,';-;.(, '<-: '~It',"~T,:
Und., penohie, of perjury. I dedore thor I ha.... uamined 1l-.it return, induding C((OtI'\ponyin9 nl-.,dul.. and IIoletllenh, cnd 10 Ih. b,., of my kno.....l.dg. and b(l~
._ ir i. true. corr.d and campier.., I de,dar. thot 011 re-ol "'ole 1\01 lI..n repon.d 01 true market ...olu.. O.<Iaroflon of !=It.por.r oth.r than Ihe pellonal "prt',.nIOI'\
bo..d on all in'>Jrmorion 01 which prtpOre he, any knowledge,
. u (, YJII t N~l R IllIH 1U(.N ~Dl.lSS. ~'- ~..;; l.\........~ .,.-~-' t - DAIt
~ <<-( rJh:-~, /-'!i '7'/0) 07//1/9H
"OO'H~ OA!f
I, N, lI;1n(1\,er St., C;lrlisle. I'A 17013 u7/ f;i9H
(211
(21A)
(2181
'.
I" . ",
"'111 ha m., I".:r. :tu tn.
..1..,,,,\
.
.11,"',1
,",',11
.
..
..f....
- -- -.. ...-. ---- ~....- ----..-....
""f' I...." .,.~.u.I..U....,~...;,~...lt....'-1I,ln." ."I'l.II~II..,.,.. t.".,,',',.: nll'.lol",ri! '"
IIIUII rt"...., ....... .......,... fu . ... . ..... ...r... I,
..,., U' ." ...1... ..... ....,.
Commonwoallh of Pennsylvania
Inherltanco Tax Return
Rosldont Decedent
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCEllANEOUS
PERSONAL PROPERTY
==-=-,==='-:':~:".Z::'._:":::--:-;:o.::.;:': :. ~ ':;'.::.~:=:':':': ::-";~-::;-'=-=.-':'''::o:':~'::-;;'-:':'::~C-;'':C:O-=-::: .:,: =-:,,-:,,:,:,:-:-:,~--:',~~'::..:..:.-,:::.-r=:~::::.-=-,::.;:.:::~~ =. ;_;.:::':;:::::::.:--:
Estate of
File Number
George C. Minick
1996.00542
(All proporty Jalntly.owned with the Right of SUlVlvorshlp must be disclosed on Schedule Fl
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1. American Expross Travelers Checks (redemption) TOTAL $ 1,000.00
Check Nos. RF.367.209.o50 $ 100.00
RF-367.209.o51 $ 100.00
RF.367.209.o52 $ 100.00
RF.302-439.504 $ 100.00
RF-302-439.505 $ 100.00
RF.302-439.506 $ 100.00
HF.374.539.330 $ 50.00
HF.374.539.331 $ 50.00
HF.374-539.332 $ 50.00
HA.399-824.190 $ 50.00
HA.399-824.191 $ 50.00
HA.399.824-192 $ 50.00
HA.399.824.193 $ 50.00
HA.399.824.194 $ 50.00
Gunshop Items 4,500.00
Erie rofund 200.00
Erie refund 243.00
Mlscollaneous 39.00
Miscellaneous 74.28
Miscellaneous 213.44
Farmers Trust Co. dividends $16.60 and $67.48 83.08
Rofund. Soldotna Hospital 1,077.20
2. Dividend check. George C. Minick @ Farmers National Bank 15.00
3. Savings Account. George C. Minick @ Farmers National Bank 729.85
4. Savings Account. Goorge C. Minick @ Farmers National Bank 3,575.57
5. Checking Account. Red's Gun & Ammo Shop @ Farmers National Bank 761.30
6. Money Market Account - George C. Minick @ Farmers National Bank 10,180.71
7. 60 Sharos of Stock. George C. Minick @ Farmers National Bank 3,000.00
8. Series E Bonds. 50 bonds. See attached list for serial numbers 7,014.80
9. 1973 Jeep 4 x 4 pickup 250.00
10. 1985 Oldsmobile Coupe 200.00
11. The Prudential Insurance proceeds check 4,588.22
12. The Prudential Insurance proceeds check 3,330.12
13. Farmers National 12.00
14. Prudential Insurance 130.36
Goprge C. Minick
Series E Bonds
Sorlol Dolo Voluo Sorlol Dolo Voluo
Numbor Number
L212183a721E Apr 15. 1978 132.60 L2121838867E Apr 29. 1978 132.60
L212564U73E May 13. 1978 132.64 L2125881373E May 27, 1978 132.64
L2125881513E Jun 10. 1978 132.98 L2126084426E Jun 24. 1978 132.98
L2133107007E Jul a. 1978 130.40 L2133107149E Jul 22, 1978 130.40
L2133107297E Aug S. 1978 130.40 L2133107452E Aug 19. 1978 130.40
L213810S094E Sep 2. 1978 130.40 L2138105240E Sep 16. 1978 130.40
L2138105403E Sep 30, 1978 130,40 L2138105553E Oct 14. 1978 130.40
L2138105703E Oct 28. 197a 130.40 L2138105a62E No. 11. 1978 131.62
L2138444443E No. 25, 1978 131.62 L2138444591E Dec 9. 1978 131.98
L2138444749E Dec 23, 1978 131.98 L2138444890E Jon 6. 1979 129.42
L2149829993E Jon 20, 1979 129,42 L2149830143E Fob 3, 1979 129.42
L2149830280E Feb 17. 1979 129,42 L2159654157E Mar 3, 1979 129.42
L2159654306E M.r 17. 1979 129.42 L2159654446E M.. 31. 1979 129.42
L2,59654581E Apr 14. 1979 129.42 L2162700202E Apr 28, 1979 129,42
L2162700320E M.y 12. 1979 130.68 L2162700468E M.y 26. 1979 130,68
L2173361685E Jun 9. 1979 130,98 L2173361832E Jun 23. 1979 130.98
L2173361967E Jul 7, 1979 128.40 L2173371124E Jul 21. 1979 128.40
L21747313S3E Aug 4. 1979 128.40 L2174731499E llug U, 1979 128.40
L2174731634E Sep 1. 1979 128.40 L2174731775E Sep 15. 1979 128.40
L2U3671023E Sep 29, 1979 128,40 L2183671159E Oct 13, 1979 128.40
L2183671278E Oct 27. 1979 128.40 L2186162123E No. 10. 1979 129.62
L2186162251E Nay 24, 1979 129.62 L2186162379E Dec 8. 1979 129.62
L2186162497E Dec 22. 1979 129,62 L2186162630E Jon 5, 1980 127.08
L2186162742E Jon 19. 1980 127.08 L2186162860E Feb 2, 1980 127.08
L2186209913E Feb 16, 1980 127.08 L2197379004E Mar 1. 1980 127.08
TOTAL VALUE AS OF DATE OF DEATH:
$ 7,014.80
Commonwealth of Ponnsylvanla
Inheritance TalC Return
Rosldent Decodont
SCHEDULE F
JOINTLy-oWNED PROPERTY
"-
--:::::'=';.=-";:=-~."':"~=~c=;.;o;...-:;;-=~;:;r=~C=:lI=.,: ::
Estate of
File Number
George C. Minick
1996.00542
Jolnttonant(s):
NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
Lorralno Minick
100 Big Spring Avonuo
Nowvlllo, PA 17241
Wifo
Jolntly.ownod property:
LETTER TOTAL DOLlAR
ITEM FOR DATE DESCRIPTION VALUE DECO'S VALUE OF
NO. JOINT MADE OF PROPERTY OF % INT. DECD'S
TENANT JOINT ASSET INTEREST
.----..
1. A Housohold funlshlngs 735.00 50% 367.50
TOTAL (Also enter on line 6, Recapltulallon)
$ 367.50
-. ..._~. ....,.----'-.--.-
-
-
,
'-
Commonwealth of Pennsylvania
Inhorltance Tax Roturn
Resident Decedent
SCHEDULE H
FUNERAL EXPENSES
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Estate of Fllo Number
.. .-. ':;::::_,;,~c::r.-;-_r.:-::-.,;o-:c-:."_:~=.;;:-.;'.:~::::".=.:."::'''::::-:--::- ;:-':::~.;.:':'.;;.---=-...;-:;-::::-:-:::':-.::;: :-.- :""'.:;:-.-: '.; :.:- .';';''''''=':'~:-'':;==;'~-::-_=-~-:--;-''''';:-:C-:.;:; :
ITEM
NUMBER
A.
B.
C.
George C. Minick
1996-00542
DESCRIPTION
AMOUNT
Funeral Expenses
1.
Ewing Brothers Funeral Homo
630 S. Hanovor Stroet
Carlisle, PA 17013
$ 1,772.00
(majority of bill covored by
Forethought Life Insuranco)
Balance
Admlnlstratlvo Costs:
1.
Personal Reprosentatlve Commissions. George M. Minick & Barry L. Minick
Social Security Numbers
of Porsonal Ropresentatlves:
Year Commissions paid:
Georgo M. Minick -180-44-6053
Barry L. Minick - 192.30.6838
1998
3,250
3,250
2.
Attorney Fees:
Broujos & Gilroy, P.C.
4 North Hanovor Street, Carlisle, PA 17013
5,400
3.
Family Exemption
Claimant. Lorraine Minick Relationship. Wife
Address of Claimant at decedent's death.
100 Big Spring Avonue, Newville, PA 17241
2,000.00
4.
Probate Fees. Register of Wills, Cumberland County, PA
261.00
Mlscollaneous Expenses:
1.
2.
3.
4.
Roglstor of Wills, Cumberland County, PA . Inheritance Tax Return
Roglster of Wills, Cumberland County, PA . Invontory
Roglster of Wills, Cumberland County, PA . Family Settlement Agreomont
Register of Wills, Certificate
15.00
10.00
17.00
3.00
TOTAL (Also entor on line 6, Recapitulation)
$ 4,075.00
.
Commonwealth of Pennsylvania
Inheritance Tax Roturn
Rosldent Oecedont
SCHEDULE J
BENEFICIARIES
_;","=::=...~==::r=;,=:':::-~.;;:..-::;:.;-:=.o.::-==----'==:--~=.--:::'==-=.;.=.;-"::-'r.; ~
Estate of
File Number
George C. Minick
1996-00542
ITEM
NUMBER
NAME AND ADDRESS OF
BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
1.
A. Ta.ablo Boquosts:
Lorralno Minick
100 Big Sprlnll Avonue
Carllslo, PA 17013
Wito
100%
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OF
SHARE OF ESTATE
B. Charitablo and Govommont.1 Boquosts:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also ontor on IIno 13, Recapitulation)
$
- -, ... .... ... -- ,
BROUJOS & GILROY, P.C.
DATE : Jul 14, 199A
CitE H : 492A
AMOUNT: $15.00
ACCOUNT: GENERAL - 1
PAID TO: Register of Wills
Inheritance Tax Return
CLIENT: 839 - George C., Estate of Minick
MATTER: 96jhb302
LAWYER: John H. Broujos
c/o George M. Minick
4 Sweitzer Road
Jacobus
PA
17407
Estate
.. GENERAl. BALANCES "
UNB1LLED DISBS:
AIR BALANCE
4928
230.05
0.00
.. TRUST BALANCES "
Trust Acct 1:
0.00
TRUST BALANCE
0.00
r, / (./ ..
" - c/(,. - .') LI:2...
MEDlGRAPfUCS, INC, 919,762.1611
".,.'
::. . . ~ t
.
.
..,.. ". ,..~......
BROUJOS Be GILROY, P. C.
ATTORNEYS AT LAw
4 NORTH HANOVER STREET
CARLISLE. PENNSYLVANIA 17013
C717J 243,4574 715....1580
. . ..,...,..
.,. . .,
.:l/-9~-5'~::(
" . .
,I ,
~ '.
. ~ .'
.
.'
...~.
.~
..
:'
!
"".
,1
.
__1 -----.~
.. -'---.----~..Jld. ~ _ II _ "-1--:..
:-.-
... ~-~..., -'"
Rce
Rv,
{',I
'"ils
'98 JUL 16 1\9 :55
Clt'r,
CUlnb"
" ,
...'i\
'. 1'1..
. ;"
.~
"
I
,\ .
'"
",;'
.
,\
''1';
,t, '.
. -,j
,....1 .
J: " ,.
'.
w
'"
-I
,
. .
; :-'. ,
. .. .
\,. r;,'
1
;. ,
, .
.' '.
~. .~
.
,I 1
to.
", ~?
\ . .....
t, .
./
.-_1
,,--'.
~ - :. rot..;
Ii
...
-:-r=~~~
~...............;.)(I.
,-,..-.~
\
jfnmil!' j,ettlement ~~l'eement
,\y-
'I'/fIS SJill'l~M/~N'I'. III(/d~ this (11' ~/(/)' of.l/ll)'. Ni/l,.t~~/lII/I/ld/'d (/1/(1 Ni/l~t)' 1:'iJ.:ht (f')f)8)
WITNESSETII:
WHEREAS:
A. George C. Miniek of 100 Big Spring Road, Newville, PA 17241 died on June I,
1996;
B. On July II, 19%, Lellers Testamentary were granted to George M. Miniek and Barry
L. Minick at File No. 1996-00542 in the the Register of Wills Office for Cumberland County,
Pennsylvania;
C. Exeeutors have administered the Estate up until the present time and have paid all
debts of the estate, with no amount due on Inheritance Tax;
D. Decedcnt died testate, thereby vesting all rights and interest in his personal and real
property to his wife Lorraine Miniek;
E. The Estate ha~ received assets valued at SI42.335.97,l~ set f0l1h in Exhibit A. and ha~
paid the debts in the amount of S 20,222.27 as set f1l11h in Exhibit B, and made the ad\'ance
distribution, .l~ set forth in Exhibit C.
F. The sum of $3,000.00 is being held in escrow for any additional claims which will be
submitted, for a period of three months. There rcmains for distribution to beneficiary the sum
of $ 10,866.39.
G. Executors desire to forego a fonnal accounting and schedule of distribution and desires
to conclude the estate by virtue of the filing of this document;
NOW, THEREFORE, Executors intending to be legally bound, state as follows:
1. Lorraine Minick, a~ beneficiary, states that the Executors of the Estate of George C.
Minick need not file a fomlal accounting or schedule of distribution.
2. Executors state that all costs of the estate arc paid.
3. Beneficiary Lorraine Minick agrees that the final distribution of all estate a~sets
remaining after payment of the expenses of administration shall be made to Lorraine Minick
as set forth in Exhibit C, minus the escrow fund for any future claims.
4. Executors acknowledge that any distribution made by them pursuant to this Agrcemenl
EXllIIl1T 1\ .. ASSETS
ITEM DESCRIPTION
NU'MBER
V ALUE AT
DATE OF DEATII
A.
Real Estate: 100 Big Spring A venue
Land, Toboyne Township, Perry County
$ 100,000,00
1.000.00
B.
Personal Property
SUB-TOTAL $ 101,000.00
1. American Express Travelers Checks (redemption) TOTAL $ 1,000.00
Check Nos. RF-36'l-209-050 $ 100.00
RF-367-209-051 $ 100.00
RF-367-209-052 $ 100.00
RF-302-439-504 $ 100.00
RF-302-439-505 $ 100.00
RF-302-439-506 $ 100.00
HF-374-539-330 $ 50.00
HF-374-539-33\ $ 50.00
HF-374-539-332 $ 50.00
HA-399-824-\90 $ 50,00
HA-399-824-191 $ 50.00
HA-399-824-192 $ 50.00
HA-399-824-193 $ 50.00
IIA-399-824-194 S 50,00
2. Dividend check - George C. Minick (!{; Fanllers National Bank 15.00
3. Savings Accoullt - George C. Minick (if! FaI111ers National Bank 729.85
4. Savings Account - George C. Minick @ FaI111ers National Bank 3,575.57
5. Checking Account - Red's Gun & Ammo Shop @ Famlers National BanW61.30
6. Money Market Account- George C. Minick @ Fanners National Ban1lO,180.71
7. 60 Shares of Stock - George C. Minick @ Fanners National Bank 3,000.00
8. Series E Bonds - 50 bonds - See auached list for serial numbers 7,014.80
9. 1973 Jeep 4 x 4 pickup 250.00
10. 1985 Oldsmobile Coupe 200.00
II. The Prudential insurance proceeds check 4,588.22
\2. The Prudential insurance proceeds check 3,330.12
13. FaI111ers National 12.00
14. Prudential Insurance 130.36
15. U. S. Treasury 90.00
16. Miscellaneous 1,028.04
17. Gunshop itCllls 4,500.00
18. Erie refund 200.00
19. Erie refund 243.00
20. Miscellaneous 39.00
21. Miscellaneous 74,28
22. Miscellaneous 213.44
JRD/June 30, 1992/17858
Estate No.:
llo 1996.054l
OIU'J1ANS' COURT DIVISION,
COUHT OF COMMON PLEAS OF
CUMIIEHLANI> COUNTY
I'ENNSYL VANIA
In Re: Estate uf GEOh'G~: c,\IH. MINICK
Late of NI':\'IVn.I.E 1l.l1<<JlJG1I
No.
1996.054l
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO
CONDucr A HEARING PURSUANT TO RULE 6.12, SUPREME COURT
ORPHANS' COURT RULE
Personal Representative:
Counsel for Personal Representative:
JOHN Bh'OUJCS, ESQ.,
Date of Decedent's Death:
6d.96
Date of Delinquency Notice:
7-15-98
The undersigned, Mary C. Lewis, Register of Wills. in accordance wilh Rule 6.12, Supreme
Coun Orphans' Coun Rules, hereby notifies the Orphans' Court Divi~ion. Court of Common Pleas of
Cumberland County, thaI neither the above named personal represcll1alivc nor the abnve named counsel
for the personal representative have filed with the Register of Wills or Clcrk of the Orphans' Coun his,
her or its Status Repon required by Rule 6.12, Supreme Coun Orphans' Coun Rule and that the requisite
notice, pursuant to Rule 6.12, Supreme Coun Orphans' Coun Rules, was given by the Register of Wills
on 7-15098 ,19_, and that the ten (10) day notice to file the Status Repon has expired.
Accordingly, in accordance with Rule 6.12 the Coun is hercby notified of such delinquency and the
undersigned requesl~ that a Coun conduct a hearing to determine whether sanctions should be imposed
upon the delinquent personal representative or counsel for the delinquent personal rep~en (ative.
L ' . IL
Date: 80]1098 I. . .fJ. -. . LV.. .p,
Mary . LeWIS, Regi ler of Wills ' r
Distribution: Personal Representative
Counsel for Pcrsonal Representative
Estate File
A H~:Ah'ING IS s~;r f'Oh'J.i>li#.bt j() ,
COOHTh'lX.J.1 NO. J. IF' THlt STA'IUS HEPOHT IS
Hr:AHING WILL AtJlU1ATICALLY B~; CANC~;LLED
/996 AT /' ,30~k) IN
FILED PHIOH 'ro THE Hr:AHING I1ATr;, THr;
G~
JRD/June 30, 1992/17858
ImGISTlm OF WII.Ui
Cumbcrlund County Courthouse
One Courthouse Squure
Cnrlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: .1OHN RH(lJ.lO~. ,,:SO..
RE: Eslate or GrXlHGE CARL MINICK , Deceased, Lale or
NEWVILLE OOOOUGH
Eslate No,: 21-1996-0542
Date or Decedent's Dealh: 6-1-96
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable. within two (2) years of the decedent's death, and annually thereafter until administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Repon is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division. Coun of Common Pleas of such delinquency and to
request that said Coun conduct a hearing to determine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the requisite Status Repon is not filed by 8-3-98 , 19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
~C'~UA-()1A-VIY0jw~
Deputy eglster of Wills
Date:
7-15-911
Distribution to Estate File
r- :;tf
1./)
'0 -(:"3 N
c...
<""I
I
8:;
Vl ,~. I
C ,. ..;: ~
t) ...;; ~ 3'iS
0;0: 'JU
a:
STATUS REPOIlT UNDER RULE 6.12
Name of Decedent:-GJ::llli(:F ('hili MINlrl(
Date of Death:
06/0 1/96
Will No.
Admin. No.
1996-0542
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th~ above-captioned estate:
1. State whether administration of the estate is complete:
Yes No ~/
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
, I \
complete: '--' ..-1.-1,..:. " ',,,\ ('".... '\ "
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
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...~~t:\,c \~d"'" 0 this report,
Date: OUJ.3/98 i\-.. N...~
Sign Lure
t'.'
,
c:: ..~
. I
p\
~::;
,o..){ :
John H. Broujos, Esq.
Name (Please type or print)
4 North Hanover St., Carlisle, PA 17013
Address
( 717 ) 243-4574
Tel. No.
"',1'
['J
Capacity: Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM3)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
8UREAU OF INDIVIDUAL TAXES
tNt<<MlllNer lAX DIVisiON
IJ(JII. 18DltDl
IlARRISBUNG, 1',\ I1l1a-Of.01
NOTICE or INIIERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
or DEDUCTIONS AND ASSESSHENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-26-1999
MINICK
06-01-1996
21 96-0542
CUMBERLAND
101
JOHN H BROUJD5
4 N HANOVER 5T
CARLISLE
ESQ
Allount R8l1'1itt.d
*
'".1'''11''' II'.'"
GEORGE
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 ~
Riv:is4TE"x-Ai:P-iii9-:m--iioYicn'F-Ytiii'Eifii'ANCE-YAX-APPiiAyS'EHE'ii'r,--AiDiwANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MINICK GEORGE C FILE NO. 21 96-0542 ACN 101 DATE 01-26-1999
PA 17013 "
TAX RETURN WAS: I X I ACCEPTEO AS rILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Est.t. ISchedule A)
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnershlp Interest (Schedule CJ
4. Hortg_ges/Notes Receivable (Schedule OJ
5. Cash/Bank Deposlts/Hlsc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Transfers (Schedule GJ
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
CIIANGED
III
12)
131
141
15)
(6)
171
101.000.00
.00
.00
.00
42,335.27
367.50
.00
181
19)
1101
4.075.00
10.
11.
12.
13.
14.
,. Funeral Expenses/Ad.. Costs/Hise, Expenses (Schedule HI
Debts/Hortgege liabilities/liens (Schedule I)
Total Deductions
Net Value of Tax Return
Cheritable/Govern.ental Bequests; Non~elected 9113 Trusts (Schedule J)
Net Value of Estete Subject to Tex
4.244.22
Ill)
1121
113)
114)
If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date,
ASSESSMENT OF TAX:
15. Anount of line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at lineal/Class A rate (16)
17. Anount of line 14 taxable et Collateral/Class B rate (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
RECEIPT
NUHBER
DISCOUNT 1+1
INTEREST/PEN PAID 1.1
135,383.55 X .00=
.00 x, 06=
.00 X .15=
1181
AHDUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN,
TOTAL DUE
NOTE: To insure proper
credit to your eccount,
subait the upper portion
of this for. with your
tax paynent.
143.702.77
R.~lq "
135.383.55
.00
135.383.55
.00
.00
.00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIDN OF ADDITIDNAL INTEREST.
I IF TOTAL DUE IS LESS TNAN $1, ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, YDU HAY 8E DUE
A REFUND. SEE REVERSE SIDE DF TillS FORH FOR INSTRUCTIONS. I
RESERYATlOth E.t.t.. of declldenh dying an or befara DecMber 12, 1932 _a If eny future Intara.t In the ..t.ta Is tren.hrred
In pa.....lon or enja~8nt to CIa.. . (call.taral) beneflclarla. of the decedent aftar the .KPlratlan of eny ..tat. far
Ilfa or far y..r., the C~~alth her.by .xpr...ly re..rve. the right to appr.I.. end ...... tran.f.r InherltBnCa T.x..
.t the lawful CIa.. . (call.t.r.l) r.t. an any .uch future Intare.t.
PIJRPOSE Of
NOTICE. To fulfill the r.qulr--.nt. of Section 2140 of the Inherltanc. and E.t.t. Tax Act, Act Zl of 1995. (72 P.S.
Sectian 9140).
PAYHEJfh Dtttach the tap portion of this Notlca end .utMlit with Your pa~ent to the Reglst.r of NUll printed an the rev.r.. .Ide.
-"Maka check or lIOMy order paYable tOI REGISTER OF' MILLS, AGENT
REF1Im (tA): A r.fWld of a t.x credit, whIch w.. not r8q\M.ted on tha Tax Raturn, .ay be reque.ted by cOtlplatlng an "ApplJcation
for RalWld of Penn'Ylvanla Inh.rltanc. and E.tate Tax" (REV"1313). Appllc.tlon. ara .vallabl. .t the Offlca
of the Regl.ter of 'lIlia, any of the 23 Revenue Dl.trlct OffIce., or by callIng the spacial 24"hour
en....rlng aervlce nu.ber. far fora. ordering. In Penn'Ylvanl. 1"300a362a2050, out. Ide Penn'Ylvanla end
withIn loc.I Harrisburg araa (717) 737.3094, TODI (717) 77ZaZZS2 (Hearing lapalred Only).
OIJECTlONS: Any p.rty In Inter..t not .atl.fied wIth the apprals...nt, .llowanca or db.llowanca of deduction., or ........"t
of tax (IncludIng dl.count or Intar..t) a. shown on thl. Notlca .ust ObJ.ct withIn .Ixty (60) day. of r.c.lpt of
thll Notlc. bYI
-"wrltt... prat..t to tt. Pol Dep.rt..,.t of R.venue, Board of Appea", Dept. Z31021, Harrllburg, PA 171Z3alOZl, OR
.....I.ctlon to hliv. the ..tt.r det.ulnad at IlUdlt of tha .ccount of the Plnonsl r.pr..ent.tlva, OR
--lIpp..1 to the O'"Ph<<l.. Court.
....IN
ISTRATlVE
CORRECTIONS I hctual .rron dllcovared on thll .......ant Should be addr....d In writing tal PA DepartNnt of R.venue,
Bur.au of IndIvIdual Tax.., ATTHI Po.t A.......nt Ravl.w unit, Dept. Z80601, Harrl'burg, Pol 17128"0601
Phone (717) 737"6505. S.. page 5 of the bookl.t "In.tructlon. for Inh.rltanc. Tax R.turn for a R..ldant
Decadent" (REV"IS01) lor an axplanatlon of edalnl.tratlvalY corractabl. .rror..
DlsctUrTl
If any tax due I. P.Jd wIthin thr.. (3) calendar .anth. aftar the deCadent'. da.th, a flv. Plrcent (!X) dl.count of
the tD paJd is allowed.
PENAL TV:
The 1!X tD ..,..ty non"p.rtlclp.tlon ptlnal tv 11 co.puted on the total of the tax and Inter..t .......d, and not
paId befora Januery 18, 1996, the flr.t day aft.r the and of the t.x aana.ty parlod. Thl. non.p.rtlclpatlon
penally 11 ap~alabl. In the .... llannar IIOd In the tha .... tI.. p.rlOd a. YOU would app.al the tax and Int.re.t
that has bean ......ed a. Indlc.ted on thl. notlc..
INTEREST:
Int.r..t I. charged beginning wJth flr.t day of dallnquency, or nine (9) aonth. end one (I) day fro. the data of
death, to the date of payaant. T.x.. Which bec.... daUnquant before January 1, 1982 bear Int.ra.t at the rata of
.Jx ",,) parcent par ~ calculated at . dally ret. of .000164. All taxa. whIch bac.... daUnquant on end .ft.r
J~ry 1, 1982 wJl1 bear Jntara.t at a r.ta which will vary fro. calendar year to calendar yaar with that r.t.
MnOUncad by the PA o.part.ant of R.venue. The appllCable Int.r..t rat.. for 193Z thrOUllh 1999 .r.1
!!!!' Intar..t Rate D.IIy Int.rast Factor ~ Intera.t Rat. DailY Int.rest Fector
19.2 ZOZ .000548 19aaa 1991 112 .000301
1983 162 .000433 I99Z 9Z .000247
1984 IIZ .000301 1993a199it 7Z .000192
1985 I3Z .000356 1995a1998 9Z .000247
1986 IOZ .000274 1999 7Z .000192
1981 9Z .OD0247
--Intara.t I. calculatad .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
_aAny Hotlca I.sued .ft.r the tax bacoaa. delInquent wIll r.flact an Intar..t calculation to flft..., (15) day.
beyond the data of the .........,t. If pa)'llant 11 _ede aftar the Interast cu.put.Uon data shown on the
Hotlc., additional Jnt.ra.t au.t be calculated.