HomeMy WebLinkAbout96-00557
PETITION FOI{ PIWBATE and GI{ANT OF LETTlmS
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Sod", Sl'<"IIrity So.,_208=!,Z,.1,ft/,5....,.._ _n,_
Ill'giSll'1 or Will, rur Ihl'
CIIIIIIIY or "ClIll"'_erl-'-'!l!L__.. ill Ihl'
COlltll1ull\\'l'alth of I'cnnsy!,'ullia
rill' pl'liliulI ill' tlal' lIIHIt.','i!!"l'd n.'~pl'('lflll1y 1l'J1rL'WllI\ Ihal:
Y{HI! Pl'lilitllll'I(". \\Iltl j,. all' IN Yt.'ar' tlf i1l!l' 1'~t)ldl'r 21) thl~)fj'" l"ix._________.__ named
in Illl'la,t \\ill Ollhl' abil\l' dCt.:'l'lklll. datl'd ~ _. _ ()~. !_,___~_ ___ ___ .._________119__
alld I'lIdi,'il(,) dOliI'd 'un_'______
l'l.lll' rdn.llIl dr\"IIlIl\I.JIl\\", \',p. Il'l111l1l"I,llipll. d",.11I t1IL'\l'rlllpr. l'I\:.1
Cumbe r land
Ikt.:'l'l1lkllt \\a... dOlllkih.'d attll'ath ill..., __._ ._.., .. ~___._ _. ___. __,__._.. ("OUIIl)', Pcnns\'l\'ania, wilh
It___!,s 1;111 ralll;l~ 01 plilldpal II',idl'lIl'l' 011, 623 }~ol~lIwk R.d_.,., Newv_iL!,!:.!-I'A 1724l._
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Ik':l'ltlklll. Ihl'lI ..._, /.4... 1'1'0111 or "1'1'. died .Iu Iy10, 1996 _..___, 19___.
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1;'t,.'l'PI;h flllh"'.... dC(l'dcI11 did Ihlllll;lIlY. \\a.. nnl di\tHI.'cd ami did lint ha\'l.~ a chilt! horn or adoJltcd
t.lfll'r l"l'I.'lllillll 111" the \\ill 11ffl'I"Ct! hlr plllhal\,': \\;1" l)llt 1111.' \ klim Ill" a killing and was ncver adjudicaled
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(If Ih'lIIidlctl in 1':1,) ..\11 Pl',"'ollal Jlfl)pl'lI~
(If nI'l dmnkikd III Pa,l Pl'r...nllall'l'tll'l'llY ill PClll1,yh'ania
(II 11t'1 dOll1kikd III Pa,) 1\'I'",ol1all'lOpcI1Y in Counly
"alu\" \l!" Il.;III....l;Ill. ill Pl.I1I1...~hal1ia undetermined
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PIC"l'llll'd Ill'fl'\\ilh alHllhl' !!ralll of kller.. Tcgtamcntnry .._ _._______.__.__________
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OATil OF PEI{SONAL I{EPI{ESENTATIVE
(,O:\I:\IO:-;\\'EAI.'/"II OF I'E:,\,'liSYI.\'AI'iIA I .,
COL\TY OF u_,.<:~}IIIERL^NI~.________ t ,,::<
Thl' p':liIlt11H.'I(") alHl\c.nitml'(~ "\\l'ilt(..) 1'1 anirnt(~) Ihat lhc "'alrlllents in the foregoing petition arc
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15- 11'1- ~ I.t!/\ Y C. LEWIS Ik.~ijl,'r V ~L,
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COMMO~IEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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attached or foregoing
and
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the witnesses whose names are signed to the
instrument, being duly qualified according to law, do depose and
say that we were present and saw testator sign and execute the
instrument as his last will, and that he signed willingly and
that he executed it as his free and voluntary act for the
purposes therein contained; that each of us in the hearing and
sight of the testator signed the will as witnesses; and that to
the best of our knowledge, the Testator was at that time 18 or
more years of age, of sound mind and under no constraint or undue
influence.
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Sworn to and
me this.;(!
subscribed before
day o~)'7J'-'/
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Notary
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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being duly <.) ",,' " " according to law, deposes and says that ')he I '> -[ k
, ~'<<<:~-::K'X. " _ of the Edate of ,.1, ~L.,,: I C",v,: ,.', \ h.... "'(
late of --L~ .(.,t.C-.:t: L~"\I'Jo:",b~I'!.L !"'.':::"':: ':J', , " , Cumberland County, 1'." deceased and that tha
within is an inventory made by ~L. L('\-r , the said f" ,', '- "~' ~
of the entire estate of said decedent. consisting of all the personal profl.rty and real estate, except real ..tete outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death,
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and subscribed before me, ,.j.j.\.- Q "J
l~.\. c,.:h 19 '17 Encutor . Ad
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'to 1.. -\='(t\ t -~ I '" I (l ,- -.
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Addr."
Date of Death \ L" -'),.1,\ ~ "\ C"/ l-:-
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DIY Month V..,
INSTRUCTIONS
I, An inventory must be filed within three months after appointment of personal representative,
2. A supplement inventory mud be filed within thirty days of discovery of additional assets,
], Additional sheets may be a"ached as to personalty Dr realty
4, See Article IV, Fiduciaries Act of 1949,
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Inventory ollhe real and personal estato of
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Series E Blinds
Serics E "'''ml
Serics E. Hond
Farmers Trusl Company checking
account # 12-54464
Farmers Trust Company savings
accounl # 6014948
Cash
Commonwealth of Pennsylvania, paychccks
10% share in Gary L. Qnesenberry, et al
1989 Ford Truck FI50 4 wheel drive
Boating trailcr
Commonwealth! Pennsylvania, reimbursemcnt
for ice used on job
Stale Farm Mutual, refund on truck insurance
Consumer Life, refund premium
Carlisle Area Tax Bureau, refund
Personal property
Total
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deceased
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1,268.42
102,28
131.76
62,17
42,21
97,50
1.524,56
25.000.00
6.900.00
50.00
24.50
57.25
9.22
2,74
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35,572.61
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IN TilE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNA.
ORPIIANS' COURT DIVISION
NO.
FIRST AND FINAL ACCOUNT
AND SCHEDULE OF PROPOSED DISTRIBUTION
OF HELEN L. LOrI', EXECUTRIX OF TilE LAST WILL AND TESTAMENT OF
MICHAEL QUESENBERRY, DECEASED. LATE OF CUMBERLAND COUNTY.
PENNSYLVANIA.
DATE OF DEATH: July 10.1996 No. 21-96-0557
LETIERS GRANTED: July 17. 1996
FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETIERS:
August 3.10,17.1996
DEBITS
PRINCIPAL: REAL ESTATE
!
NONE
TOTAL PRINCIPAL: REAL ESTATE
,
i
PRINCIPAL: PERSONALTY
I Series E Bonds
Series E Bond
Series E. Bond
2 Fanners Trust Company checking
account # 12-54464
3 Farmers Trust Company savings
account # 6014948
4 Cash
5 Commonwealth of Pennsylvania, paychecks
6 10% share in Gary L. Quesenberry, et al
7. 1989 Ford Truck FI50 4 wheel drive
8 Boating truiler
9 Commonwealth! Pennsylvania, reimbursement
for ice used on job
10 State Farm Mutual, refund on truck insurance
II Consumer Life, refund premium
12 Carlisle Area Tax Bureau, refund
13 Personal property
14 Federullncome Tax refund for 1996
TOTAL PRINCIPAL PERSONALTY:
None
\,268.42
102,28
131.76
62,17
42,21
97,50
1,524.56
25,000.00
6,900,00
50.00
24,50
57.25
9,22
2,74
300.00
1.1 06.00
$36,678.61
$36,678,61
QW21IS.
Thc Accountants hcrein crcdit thcmselvcs with thc following:
2
3
4
5
6
7
8
9
10
II
12
13
14
15
16
17
18
19
20
21
22
23
Mt. Ilolly Springs Ccmctcry Assoc, lots and
gravc opcning
Gibson-Hollingcr Funcral
Paslor Ruff
Organist - BiIIllcmmingcr
Vocalist
Church Scxton
Bcthany Guild, lunchcon
Carlislc Mcmorial Svc. Inc.
Montgomcry Wards
Rcgistcr of Wills
Scars
Locws
Visa
Consumcr Lifc, rcfund of prcmium
Carlislc Am Tax Collcction Bureau, rcfund
Rcgistcr of Wills, short ccrtilicatcs
Cumbcrland Law Journal
Scntinel,
Grccnawalt & Co. accountant svc.ltax prep.
Douglas, Douglas & Douglas
Filing Family Agrccmcnt,
Fanncrs Tmst Co., payoff on truck
Pcnnsylvania Inhcritancc Tax
TOTAL CREDITS:
Rccapitulation
Total Asscts
Total Dcbts
Balancc to Distributc
$36,678.61
$22,202.60
$14,476.01
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Hclcn L. Loll
3
1,550.00
6,851.30
100,00
35,00
20.00
20.00
200.00
3,268.25
483.08
114,00
385.19
250.75
458.86
9.22
2,74
15.00
60,00
77.66
325,00
2.000.00
50.00
5,000,00
926.55
$22,202.60
$22,202.60
(SEAL)
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNA,
ORPHANS' COURT DIVISION
NO.
STATEMENT OF PROPOSED DISTRIBUTION
OF HELEN L. LOTI, EXECUTOR OF THE LAST WILL AND TESTAMENT OF
MICHAEL QUESENBERRY, DECEASED, LATE OF CUMBERLAND COUNTY,
PENNSYLVANIA.
\, HELEN L. LOll, the accountant herein proposc to dislrihute the said estate
in accordance with thc Last Will and Testamcnt of MICHAEL QUESENBERRY as
follows:
TO:
HELEN L. LOTI
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$14.476.01
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(SEAL)
HELEN L. LOTI
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'fOR OATE~ ,)f OIlTH An/R 12131/91 CHICK HIAI
INHERITANCE TAX RETURN ~o':,::~U~~;DITIS CIAIMIO 0
RESIDENT DECEDENT Ifiii'NuM8r~-'. , -----------
(TO BE FILED IN DUPLICATE -~ / 'Jf.. ,;),;; '/
WITH R~G.I~_T~~ OF WILLS). 'CO~~TY !=O.L,
OICtOU~T'\ N"'Ml :lA!tT. flllH. AND ....IDI.JlI 'NlllAll . 'C(([UINI ~ r.(j~fll1f A"PIl-'J _.----
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COMMONWEAlTH Of PENNSYIVM~IA
OEPAllfMENT Of AEvH4UE
OEPf 2lJOtJOI
HAIU'ISlUR~. PA 111111-0601
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NUMBER
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,~: 2, S'pp",ne"tol Ret"n
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o .4. limiled Ellcte .40. FUlurfl Inler,,1 Compromi,e
/' (for dolel of dealh alter 12.12.821
5:),6 ~ececent Died T"Ilale 7. Decedent Mainlained (] Living Trult
(Allaeh copy of Willi IAllath copy of Trusl)
,ALL CORRESPONDENCE AND CONFIDENTIAL TAX INr-ORMATlON SHOULD BE DIRECTED TO:
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lHfPHON( NU\\U.
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1, Reol ElIote ISched,l. AI
2. SIOC~I and Bonds ISchedule a)
3. Clos.ly H.ld Slock/Partneflhip Inl.rell (Scl,edule q
4. Morlgagel and Notes Receivoble (Schedule D)
S. Calh, Ban~ Depo,iU & MilCel1oneou, Personal PrOpetly
(Sch.d,ie EI
6. Jointly Owned Property ISthedule F)
7. T,o",I," (Sch.dule G) (Sched,le l)
8. Tolal Gran Anell (Iotallines 1.7)
9. Funeral Expenses, Admini'lrolive COlli, Miscellcneou,
Exp.nses (Schedule H)
10. Debu, Mortgage liabilitj", lien, (Schedule I)
11. Tolol Deductions (10101 lines 9 & 101
12. Nel Volu. of Ellale (line 8 minus line 11)
13. Chorilable and Governmental BequelU (Schedule JI
1.4. Nel Value Subiect 10 Tax lline 12 minulline 13)
15, Spoulal Transfers liar dales of dealh aher 6.30.941
See Inllrudionl for Ar,plicable Percenlage on Reverse
Side. (Include values rom Schedule K or Schedule M.I
16. Amounl of line 1.4 loxable at 6% rate
(Include volueI from Schedule K or Sthedule M)
17. Amounl of line 14 laxoble 01 15% rol.
Ilndude values from 5thedule K at SCh.dule M.I
18. P,intipollox due (Add lox from lines IS, 16 and 17.)
19. Crediu Spou,al Poverly Credil Prior Paymenll
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(121
(13)
(14)
30 S ,5'-'-
(151
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(171
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x ,15 =
(181
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(201
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20,
If line 19 is greaf.r than line 18, enler Ihe diff.rence on line 20, Thil is the OVERPAYMENT.
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Ch!l.c!t hare if you ore requesting a rofund of your ovctrpayment.
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21. If line 18 is greOlet Ihan line 19, Inler Ihe diff.tence on line 21. Thll illhe TAX DUE. I:l) 0 oJ ----
A. Enler Ih, inlerest on Ihe balance due on line 21A. (1.IA) ..---
B, E"'e, ,h. 10101 01 line 21 ond 21A on line 21 B, Th;\ ;\ Ihe BALANCE DUE. 121 Bl '?5"t c ,) -
Mah Chick Payabl. to: Rlglste, of Will., Agent __ -
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK M~TH ~ ~. .n.l
~,:,der p.nalties of perjury, I declare Iholl have examined Ihi, reI urn, including accompanying uhedulel and .lIclemen", an d 10 1~3:u!ll1 of my knowledge ~::'o~ive i;
,llIlru., correcl and camplele. I declare Ihal all real ellall has been reportea 01 true mar\.I 'Iolul. Declarallon of prapar " Ol".~' ';,an Ih, perianal ,ept.
bosed on all informalion,af whiCh prep or r has any knowledge.
51 UR( Q 'UWN U ,..SII1\ fOil flUNG fluRN "'OD'US
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5tGNA1Ull:ti O~ ':E~"'IlU,\H(lll~"'N .!'~U N,1ATI"'f AOOIlt\\
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REV.I5?3 EX. ,.'..,
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COMMONWUllH Of PENNSYLVANIA
INHERITANCe: TAX ItnUItN
RfSIDfNI DfCEDfNJ
SCHEDULE B
STOCKS AND BONDS
ESTATE OF
l \ \. ( k:\. €...- \ C, 'i ,; 'y",\ \).- r ,',-
(All proportv lolnllv-ownod wIth RIght 0/ Survlvonhlp mUll bo 1..lolld on Schodulo F,)
ITEM
NUMBER DESCRIPTION
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TOTAL IAI.o onlor on lino 2, Roco Ilulollon)
(If motl SpOt. ;. n"d.d, ins." additional shl'ts 01 sam. size.)
FILE NUMBER
"2. \ '.Il.-. U.'J ~J '7
VALUE AT DATE
OF DEATH
I , 2 ~, 8, '/ t.-
I'" J 2: FJ
\ -'> I. -/ 1...
S /, Si22.. Y. to
D NO. AA
1 85285 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
"1"116211'."11
ACN
ASSESSMENT '='
CONTROL ...
NUMBER
AMOUNT
RECEIVED FROM:
i
WILLIAM P DOUGLAS ESQUIRE
101
.O:S~'. eo
27 W HIGH STREET
CARLISLE. PA 17013
m TOTAL AMOUNT PAID
$859.00
PD
SEAL
RECEIVED BY
SIGNAT,URE
REGISTER OF WILLS
MAR V c. LEWIS
REGI5TEH OF WILLS
..-" -- .- -. ~-. -" -. ~ -- ---
..---
,
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-..- -
'OlD Hflf -
,
,
.... / ,r;~ / N Y
BUREAU OF INDIVIDUAL TAXES
IJrrUI[AlTAHCr fAIC DIVISION
D[P'. Za0601
IlARAISaUAG. PA 11121'0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE DR DISALLOWANCE
DF DEDUCTIONS AND ASSESSHENT OF TAX
WILLIAM P
27 W HIGH
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DOUGLAS
ST
I
PA 17013
07-07-97
QUESENBERRY
07-10-96
21 96-0557
CUMBERLAND
101
Anount A...Hted
c..-
'.
11"1"'''''' lU,",
MICHAEL
Ii
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 ....
iiE"v:is4-j-Eif-"j:j>--ioi-:m--ijoi'-icE--OF--INHEiiiTAN-CE-TAic-A-PPR'AYSEifEij'r-,--"miiiiiN-CE-iiri-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF QUESENBERRY MICHAEL H FILE ND. 21 96-0557 ACN 101 DATE 07-07-97
TAX RETURN WAS: ( I ACCEPTED AS FILED
( XI CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I est.t. (Schedule AJ 111
2. Stocks and Bands (Schedule 81 (2)
3. Clos.ly Held stock/P.~tn.rshjp Int.rest (Schedule C) 131
4. Harig.ges/Not.. Receivable (Schedule DJ (41
S. Cash/Bank Depastts/Hlsc. Personal Property (Schedule EJ (51
6. Jointly Owned Property (Schedule fJ (61
7. Transfers (Schedule GJ (7)
8. Tot.l Ass.ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adn. Costl/Hlsc. Expense. (Schedule HI (9)
10. Dabts/Hortg.ga Liabilities/Liens (Schedule I) (10)
11. Total Deduction.
12. Het Value of Tax Return
13. Charitable/Govern.ent.l eeqUa.ts (Schedule J)
14. Het Value of Est.t. Subject to Tax
.00
1.502.46
.00
.00
35.176.15
.00
.00
t81
21,264,09
.00
llll
1121
1131
1141
NOTE: To insure proper
credit to your account,
sub.it tha upp.r portion
of this forn with your
h)( pay..nt.
36.67B.61
71.764 09
15.414,52
.00
15.414,52
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17 and IB will
reflect figures that include the total of abh returns assossed to date.
ASSESSMENT OF TAX:
IS. A.aunt of Lin. 14 at Spousal rate (IS)
16. A.ount of Lin. 14 taxable at Lineal/Clas. A rat. (16)
17. A.aunt of Lin. 14 taxable at Collat.ral/Class 8 rat. (17)
18. Principal Tax Du.
NOTE:
TAX CREDITS:
PAYHENT
DATE
03-19-97
RECEIPT
NUHDER
AA185285
DISCOUNT (+ 1
INTEREST/PEN PAID (-)
,00
INTEREST IS CHARGED THROUGH 07-22-97
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
,00 X .00=
15.414.52 X ,06=
.00 X .15=
118l
AHDUNT PAID
859.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
.00
924.87
.00
924.87
859.00
65,87
1.68
67,55
( IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE nF THIS FDRH FOR INSTRUCTIONS. I
'-. ~,
~-
;
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MII:I.IJ.\[L Qu (~[-N6r~I<.R'1
Date of Death: 't-/e-'1l(
Will No. ll-glv55'7 Admin, No.
pursuant to Rule 6,12 of the Supreme Court Orphans'
Court Rules, 1 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 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 ,I< No .t'f14.<.~ ;,)(I'I{'f'1
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.
~Q.~
Signature
Date:
0/,71'1 X
I (
i.tl
','.'
.'
,
"
l\i I LLI/11'Yl DCl'\.ll L-A ~. r,. &Q ,
Name (Please type or print)
Po eo>.... 7..Ll'I C.ARl..l ~LE.PA. 17013
Address
r'-j
c.~
r'
~.]
(1/1) 7_4~- /1'10
Tel. No,
~J ci:
Cl:
ru
p, ~~
(.)c
Capacity:
Personal Representative
~ Counsel for personal
representative
(MAH:rmflAM3)