HomeMy WebLinkAbout96-00759
OATH OF PERSONAL REPRESENTATIVE
Sworn to or amrmed and subscribed
before me this 10TH day of
SEPTEMB
r
AR C. LEWIS
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLANIl
The petltioner(s) above. named swear(s) or amrm(s) that the
statements In the foregoing petition are true and correct to the best
of the knowledge and belief of petitloner(s) and that as personal
representative(s) of the above decedent petitioner(s) will well and
truly administer the estate according to law.
Rtglsltr L
No. 21 - 96 - 759
Estate of
MAY M MYERS
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW SEPTEMBER 26 19~, in consideration of the petItion on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that JOHN W MYERS
is/are entitled to Lellers of Administration, and In accord with such lindlng. Lellers of Administration
are hereby granted 10
JOHN W MYERS
_______O.__.___p.
in the estate of MA Y M MYERS
-Ilfrf!fl.;:;t;-' QGt.~-
MARY C. LEWI S
FEES
Lellers of Administration ..... S 40.00
Sho" Ce"ilicates( 2) .. .. .. .... S 6 . 00
Renunciation ..(.?,)........... s 10 00
JCP S ~ nn
TOTAL _ S 61,00
Filed.... ~~~.~~~~.Eg.. ?-.~\ A.D. 19...2L
AlTORNEY (Sup. Ct. I,D. No.)
ADDRESS
PHONE
Mailed letters and order to administrator on 9-26-96,
21 - 96 - 759
RENUNCIATION
In Re Estate of
Mrty M MYAr",
Cum ht~rllll1('
deceased.
To the Register of Wills of
County, Pennsylvania.
The undersigned L M '-, -p" (1' . (I t11~ '), J I<- 1" of
the above decedent, hereby renounce(s) the right to administer thc cstllle and respectfully ask(s) that Letters
1'.+ {,d'll/llls+nrhi'l1
be Issued to (John ~\j ^~Yfr<;
WITNESS
hand this
day of
,19_.
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CERTIFICATION OF NOnCE UNDEI~ HlJI.r. 5.6 ( a)
Name of Decedent: . t'i1 y'
Date of Death I r:: !;. rrJ tf-
Will No. / 'if n L' (.' '/5:;
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/'1. /vl '1~ If' \
/774:
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Hules was served on or mailed to
the following beneficiaries of the above-captioned estate on
Name
Address
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PAl/LIlY'; fkc/..vG't:
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C4fLI!LS PA I~OIJ
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"J"ANEr f(EPU/f >1JO rrR/+/.6. RD. HARfM(jVff(r (JA f 711tJ
/..01$ PdfP L.fJ FARP 1(0. ASHU"I M I tff'io l..
JdffN Iv /vI'It!/I) " I/I!-LL/:y I/If'" I?O I1CGUA/I ,.~ KIIII'. Pif 170fJ
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Date: /2-/.J J/9y
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Name ,icJlftl tr. I>1YGI15
Address II vllLl-fi VIEw OJ(
HfCIIANiCSI}II!?6- P4 170.55
Telephone!?/;' ?~~. S7.5$
Capac i ty: t""""""-Persona 1 Representa ti ve
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Counsel for personal
representative
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fOR OAll5 Of OIATH A"lA 12/31/91 CHICK HIAI
If A SPOUSAL
POVlAn CAlon IS CLAIMIOI_I
fill NUMBIR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COMMONWfAIIH 01 'WN~'fI"AUlA
OfPARIM(NIOI Jl(YWUf
01'1 l80bOI
U~RIt!S~~~G,_!~__1 ~! 18 Ob(H
OICIOlH 'S t~",I,lr ILAST fIUT. AtlO MI0IJIlI14111"1I
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socII\ UCU'ITY lfUMUI 01.11 UI (lIATII
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YEAR
109
Sll
COUN1' COOL
NUMBER
IU.1I U'.-BIIII. ".
~-2-1~95
.I'~"I-"(U~"'~~u:",
Supplemental Reluln
nlll [lIrH''J f.O"'~llll 1.01111 ~~
11 Valley Velw Urlve
H~chanlcbburg, ~A 17055
(fJUn' ~urnberlllnd
.. ['"OU1l' ,,(,"IU:"'::'~'iOii~_~ -- ...- ...-..------
Remainder Relurn
Ifor dales 0' death prior 1012-13.02)
Federal estale Tall Relurn Required
rn 1. Original Reluln
D 4. Limiled eslate [] 40. Fulure Intere,1 Compromi,e
IIor dotes of dealh aller 12.12.021
06. D.cedent Died Tello Ie [] 7. Decedont Maintained a living Tru,1
(Allach copy of Will) IAnach copy of Tru'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
I I 2
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NAME
John W. M era Lxecutor
lUIPHON! NUMU.
717 I 766-5753
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I. Rool Es'o'o (Schodulo AI
2. S.oc\. ond Bond. ISchodulo BI
3. Clolely Held Slack/Partnership Inle,est (Schedule C)
4. Morlgages and Noles Receivable (Schedule DI
5. Cosh, Oank Deposits & Miscellaneous Personal Property
(Schodulo E)
6. Jointly Owned Property (Schedule f)
7. Tronllo" ISchodu'o GllSchodulo L)
O. Total Gran Auets (tolollin" 1.7)
9, Funeral hp.n.es, Adminislrotive COSh, Miscellaneous
hp.nse. (Schedule H)
10. Debu. Mortgage lIobililie., liens (Schedule II
11. Total Dedudions (Iolaflines 9 & 10)
12. Net Value 0' Eltale (line 0 minus line 11)
13. Charitable and Governmenlal Beques'. (Schedule J)
14. Nel Value Subject to Talt (line 12 minulline 13)
15. Spousal Tran,'e" lfor dales of dealh aher 6.30.941
See Instructions for Ar,plicoble Percentage on Revene
Side. (Include values rom Schedule K or Schedule M.)
16. Amount 0' line 14 IOllable at 6% role
(Indude '1oluO$ from Schedule K or Schedule M.)
17. Amount of Line 14 10llable 01 15% role
llnclude value, from Schedule K or Schedule M.)
10. Principal tOIt. due IAdd 1011 from lines IS, 16 and 17.1
19, Credjts Spousal Poverly Credil Prior Paymonh
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1-15.
_ o. Tolal Number of Safe Deposil BOIlO$
{OMPUI( MAILING ADDRfU (1 C'
11 Valley vfew Urlve;
Hechanlcabu.!&. PA .17055
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"1-
111 ______._. - ---------
121 _.on.__.__________
131____
(4)________
(5) -.-19..)42.78
(61
(71
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(B) ---10..2-42.78
(91_4..Bfl8..bO
(101
(111 4,868.60
(121 ----5-,.3L4. 1 R
(13)
(14) 5.374.18
(15)
__x._=
(l6Iu~'}_~4~.~.~______. .06 =
322.45
(171 _____n_.____..____. .15 =
(I B)
322.45
Discount
+ --------.-- -
Inleresl
(19)
1201
20. If line 19 il grealer than Line 10, enler the difference on Une 20. This is Ihe OVERPAYMENT.
aD
Chcc~ here if you orc requesting a refund of your overpayment.
322.45
(21) ..
(21AI
12181
322. 45
.-.....-----
21. If line 10 is greater than Line 19, enler the difference on Line 21. This is Ihe TAX DUE.
A. enter Ihe inleresl on the balance due on line 21A.
B. Enter Ihe tolol of line 21 and 21A on line 218. This is Ihe BALANCE DUE.
Mob Check Payable feu Reglst., of Will., Ag.nt
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Unde, penalties 0' perjury, I dedare Ihall have ...amined Ihis relurn. including accompo"ying schedule, and slalements. and 10 Ihe best of my ~nowledge and belief,
it is IrUI, co"oct and complele. I declare thaI all real tulale has been reported at true marlttl value Declaration 01 preparer other Ihan Iho personal represenlative is
based on 011 information of which prepo,er hos any Itnowledge.
SI ~(I~~f~"CN~OI ftl"lG R[tulip:.------AO(jrii~!;--.-----~.-----------.----.-.-.-.--.--.------------- OATf
.. __~-____~________ ... . .11 JalleyVlew Urlve, nMethanltSbU[g._1'Aj]055___i~ {f~
~QN ~U"OI:""''',~ ';,:''''Z '"'''1\;38~. 17th St.. earnl' Hlll, YA 17011 o~"_t(~::.]~__
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COMMONWUllH O' PENNSYlVANIA
INHIIITANCI TAX ...UIN
IIIIDINT DletDINT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print a, T e
FilE NUMBER
ESTATE OF
Hay H. Hyera
IAII p,.p.rty lolntly.own,d with th. Right o' Survlvoflhlp mull b. dlsclol.d on Schedule FJ
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1 CD PNC Bank 021001015440 2,093.25
2 Checking - PNC Bank 051-4011-3317 1,443.75
3 CD PNC Bank 02100102210b 579.04
4 CD PNC Bank 021001022113 2,244.17
5 CD PNC Bank 0210010220b3 3,135.82
6 CD PNC Bank 021001022101 589.10
7 Biue Shield Refund 98.05
8 Bethany Village Refund 59.60
TOTAL (AI sa ente, an line S. Reea itulatian) 510,242.78
(Attach additional 8~. x II" ,heeh if mort 'pac. Is n..d.d.)
.....(yun lit {7 III
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COMMONWUUH 0. p(NN5nVAN1A
INH(RIlANC( tAX R(tURN
RUIO(Nt D(CfDfNt
l SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
Ha H H era
ITEM
NUMBER
A. Funaral Expan...:
1.
B.
1.
I
i PI!a.a Print a' Typa
FILE NUMBER
L.__
DESCRIPTION
AMOUNT
~rospect HIll Cemetery
HIchardson Funeral Home, Inc.
415.00
3,803.00
Personal Reprosentative Commissions
Social Security Number of Personal Ropresentolive:
Yoar Commissions paid
2. Allarney Fees
3.
4.
C.
1.
2.
3.
4.
S.
6.
7.
8.
Family Exemplion
Claimant
Address of Claimant 01 decedent's death
St,eel Add,e..
City
Probate Fees
Mlacollanaoua Expansoa:
Relalionship
State
Zip Code
76.00
Enola Emmanuel UnIted Hethodlst Church
Be thany VIllage
515.00
59.60
S 4,868.60
TOTAL (Also enter an Iino 9, Recapitulation)
(II moro .paco II naadad, In.art addlllonollhaotl 01 lama alza.)
It)' I). 'j- {,
aUREAU OF INDIVIDUAL IAXES
IHIlUfllANH UK DIVISIUN
DrPf. ;'8OIIOt
IIAIlIHS8UIlG. Pol 1/I;8-0hOl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C '
NOIICE or INIIER1TANCE TAX
APPRAISEHENf, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN W MVERS
11 VALLEV VIEW
MECHAtllCSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-11-97
MVERS
09-01,-96
21 96-0759
CUMBERLIIND
101
DR
PII 17055
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MAKE CHECK PAVABLE AND REMIT PAVMENT TO:
REGISTER OF WILLS
CUMBERLIIND CO COURT HOUSE
CARLISLE. PII 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:i54TEiC"FP--CO:f:ij;Y-NOYicr-oj:-YriHERifiiNCE-YAriiPPRAisEHENr-,--"l.i:owiiNcE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MVERS MIIV M FILE NO. 21 96-0759 ACN 101 DATE 08-11-97
TAX RETURN WAS: I X I ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGltlllL RETURN
1. Real Est.t. (Schedule Al n 1
2. Stocks and Bonds (Schedule OJ (21
3. Closely Held stock/Partnership Interest (Schedule C) 131
4. Mortgages/Notes Receivable (Schedule D) (4)
5. C8sh/Bank Deposits/Misc. Personal Property (Schedule E) C51
&. Jointly Owned Property (Schedule F) (EI)
7. Transfers (Schedule G) (7)
8. Total Assets
.00
.00
.00
.00
10.242.78
.00
.00
181
4.868.60
.00
1111
1121
1131
1141
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ (9)
10. Debts/Hortgage Liabilities/Liens (Schedule IJ nOJ
11. Totel Deductlons
12. Net Velue of Tex Return
13. Charitable/Government.l Bequests (Schedule J)
14. Net Velue of Estate Subject to Tax
If an assessment was issued previOUSly, lines 14, lS and/or 16, 17
reflect figures that include the total of ALL returns assessed to
ASSESSMENT OF TAX:
15. Anount of Lln. 14 at Spousel rete
16. A~ount of Line 14 taxable at Lineal/Class A rat.
17. Anount of Lin. 14 texeb1e at Co11etera1/C1ass B rate
18. Prlnclpel Tax Du.
NOTE:
1151
11&1
1171
.00 X .00:
5,374.18 X.06:
.00 X .15:
1181
TAX CREDITS:
PAYMENT
DATE
04-10-97
DISCOUNT I- I
INTERESTIPEN PAID I-I
.00
AMOUNT PAID
RECEIPT
NUMBER
IIA185373
322.45
I TOTAL TAX CREDIT
BALANCE OF TAX DUE;
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this forM with your
tax payment.
10.242.78
4.R6R 60
5,374.18
.00
5,374.18
and 18 will
date.
.00
322.45
.00
322.45
322.45
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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. 1
RESERVATION: [state. of d.c.d.nt..dyi~ on or before Oec.nb.r IZ, 1?8Z ~. II any lulur. Inl.r.~1 In Ih. .!Inle I! IrAn~ferred
in POI....lon or .nJ~~~ to Cia.. B (coll.t.ral) beneflclarl.s of the deced~nl afler the ._plrAtion of Any ..Iate for
Ilf. or for year., the Co~.onw..lth hereby o_pr...ly roservos Ih. rlghl 10 apprAI.o and als." IrAnsfer Inherllanc. T..o,
at the lawful Cia.. B (collat.ral) rat. on any such future int.r..t.
PURPOSE OF
HOTICE:
To fulfill the requlr.~ent. of S.ctlon ~140 of Ih. Inherltanc. and [,tal. T.. Act, Acl 21 of I??~. 11Z P.S.
S.ctlon 9140).
PAYHENT:
Detach the top portion of this Hotlce and ,ubeit with your pay~ent to Iho Register of wills printed on the r.vers. .Ide.
"Halle ch.ck or ~oneY ardor paYllble to: REGISTER OF WILLS, AGENT
R[fUND C CR):
A r.fund of ft ta. cr.dit, which wa. not request.d on the ta. Rolurn, nay be r.que.led by conpl.tlng nn "Application
for R.fund of P.nn,Ylvanla Inh.rltance and [slat. tAX" IAEV-1111). Application. are Available al tho Offlc.
of the Aegl.t.r of Will., any of the 21 R.venuo DI~trlct Offlc.~, Dr by caillng the ,p.cl.l Zq-hour
.nswerlng s.rvlce nu_ber. for for~s ordering: In ".nnsylvanla l-aOO-3b~.ZOSO, oul.ld. Pennsylvania and
wllhin local Ilar,lsburg area (111) 787-801)4, IDO' 1/111 71Z~Z~SZ IIlurlng lepaired Onhl.
OBJECTIONS: Any party In Inter.st not s.tlsfled with the npprais.nenl, allowance or disallowance of d.ductlons, Dr ~s.e.s~.nt
of taw (Including discount or Int.rut) as shown on this Hotlc. ~u.t object wlthln .htty (60) days of rec.lpl of
this Notic. by:
.-wrltt.n prot.st to the PA O.p.rt~ent of R.venu., Board of Appeal., Dept. Z810ZI. HarriSburg, PA
.-.I.ctlon to have the ..ttar deter.ln.d .t audit of the account of the per.onal r.pr.sentatlve,
..app.al to the Orphan." Courl.
Hlla.IOll.
OR
OR
ADMIN
ISTRAtlVE
CORRECTI0HS~ Factual .rror. dlscover.d on this .....,..nt .hould ~e addre...d In writing tOI PA D.part..nt of R.v.nu.,
Bureau of Individual T..... AIIH: Po.t As'.....nt Revl.w Unit, Dept. Z10601, Harrl.burg, PA l11ZI-0601
Phone (717) 787-6SDS. S.e p.ge S of the boolllet -In.tructlon. for Inherltanca T.. R.turn for. R..ldent
n.c.d.nt" CREV.ISOI) for an e.Planatlon of .dalnlstrallv.ly corr.ctabl. errors.
..
~
DISCOUN1:
If .ny taw due I. paid within three C31 c.l.ndar aonth. .fter the dec.dent". d.ath, a five perc.nt (S~l dl.count of
the taM p.ld I. allow.d.
PENAL TV I
Ihe ISZ te. .~.sty non.p.rtlclpatlon p.nalty I. co~tad on the total of the t.. and Intar..t .......d, and not
paid b.for. January 18, 1~~6, the flr.t day aft.r the and of the ta. aen..ty p.riod. Thl. non-partlclpatlnn
p.nallY I. appeal.ble In the .a.. ~ann.r and In the tha .... tl.. period a. you would appeal the tax and Intera.t
that ha. be.n a.s.,.od a. Indlc.tad on this not Ie..
INtEREST:
Inter..t I. charged b.glnnlng with fir.t day of d.llnquency, or nine 191 .onth. and on. (11 day fro. the date of
d.ath, to the data of pay.ent. Ta... Mhlch bec... d.llnquent b.fore January I, I'IZ bear intere.t at the r.t. of
.1. (6~) perc.nt per annUM calculat.d at a dally rate of .000164. All ta... which b.ca.. d.linquent on and aft.r
January 1, l'IZ will b.ar Int.ra.t at a rata which will vary fro. calendLr y.ar to cal.ndar y.ar with that rat.
announc.d by the PA Depart.ent of R.v.nu.. Th. appllcabl. Intar.st ,ate. for I'll through 1991 ar.:
'!!!! Inter..t Rat. D"lly Int.rut Factor !!!! Intar..t RAI. Olllly Intere.t Factor
1981 ZO~ .QQOS"& '911 .~ .OOOZ'"
1913 16~ .000U8 19&a.I991 IU .000301
I'll'" IU .0UlDl 199Z lJ~ .000247
1985 In .OO03S6 1993-19'1, n .00019Z
1986 10:< .000Z1" l"Ij-19n .~ .000Z47
ulnt.re.t I. celculated .. folloM':
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-.Any Hotlce I.,u.d after the t.. baco.os d.llnquent will refl.ct an intor.st calculation to flft..n CIS1 day.
beyond the data of the ..'.....nt. If pay~.nt I. ..de .ft.r tha lntere,t cOMPutation data shown on tha
Notlc., additional lnt.r..t au.t b. calcul.t.d.
STA'l'US HEI'OHT UNDE!l HULE 6.12
Name of
Decedent: q~,~~
-FT
Death: _,~L.6- /1
,
.;; I -91...- 75((
>>7, IJWc/V1-
,/
I 77{c
Date of
Admin. No.
Will 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 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 .
b. The separate Orphans' Cuurt No. (if any) for
the personal representative's account is:
.,I/t
c. Did t.he personal L-epresentative 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 '!-\-tached to this report.
Date: t//;,'/77 \..~~~ ~;.. *~p~
t( Signat.ure ,/
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Name (Please
II !//ftLEY
Address
U/. ~r\ Y,Elf ..>
type or print)
/IIFtv Olf Meet!."tl/f
/10.5.5
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Tel. No.
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Personal Representative
Capacity:
counsel for personal
representative
(MAH:rmflAM3)