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HomeMy WebLinkAbout96-00759 OATH OF PERSONAL REPRESENTATIVE Sworn to or amrmed and subscribed before me this 10TH day of SEPTEMB r AR C. LEWIS a~~~ ,/ I' } no ::;:) 58 r ;-. , .. '" '...) (n) J -- N 52---:- 0 h/.:'-t/2 .... p j , i iil 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_. ,2i6 tSlanalU'.) '<T C;) . " .- 0 (Add,essl ('J n. !~ . 'J &" r.;" ..., :J (SlanalU'.) OU (Add,es.) ~ J- 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:; f /'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 U!III{.,',1I/E !vtAf(rrN PAl/LIlY'; fkc/..vG't: ;(,0 fErc/lS/J1J1l6 ,fP, If 1-f S/"'IrER ~IINC C4fLI!LS PA I~OIJ O.4llfH/N ,0-+ /?d/~ "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 / ' .' 7' '-~ signc(tu~e <-). ,) /y . /lY'-'~ ,/ o~ ~?~ """ 9- o e:: 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 '::.:( ;>0..: I . .':') 'J ~ ; v' l... .J o l"'I c..> c::I ,j '.' lu'';_ 8 ~) 010: 0: ..;j :-\) E .:...:J U() ~ Counsel for personal representative RfV.UOO fl. t1 (1.11 ... I- :lIl::!'" ...",,, ......... :ca9 "''''.. ~ . * /5 -1.2.'i-C" 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 I- ffi a ... :rl a _ Mv e u. _Mav _ 11. _ -- _ _ _I H socII\ UCU'ITY lfUMUI 01.11 UI (lIATII .jn~O~05!lLn_____.__ ~_-14-9b I" "'''IO(.IlII'U'_I~'''(.'tOuU ,""""111..,\11..\1 "'''U'''lIUIIII.,I''''11 ql.? 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 0101- ...ffi "'a "'z Sf NAME John W. M era Lxecutor lUIPHON! NUMU. 717 I 766-5753 :c a ;: ::5 :::> l- I>: .. ... ... '" 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 :c a ;: .. I- :::> ... '" o ... )( .. I- -~-------- + []3 1-15. _ o. Tolal Number of Safe Deposil BOIlO$ {OMPUI( MAILING ADDRfU (1 C' 11 Valley vfew Urlve; Hechanlcabu.!&. PA .17055 ::rJ "1- 111 ______._. - --------- 121 _.on.__.__________ 131____ (4)________ (5) -.-19..)42.78 (61 (71 ;") ~.._. '.- '.-oJ (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(~::.]~__ -/ ~ . Ih' l~ I.. IUt) ~'J~'~l\ ~'MIlI; 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 ,,\f~:~l\ - ~i:;C:I"'" 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 r--'--A;;~unt~R." 1 t ted -----"' I.-o--,-.~"-,,,_,_=o_-:,,-, - :-_,-~~=--",-._-...,-c=.--=~.:::,:::,'==i \'~ -~ ..... i '11 . ..... '(". '>~':~.~r;q':>1 ('.(~...~...{......t '.1-';}~~.. .l:~. ft. ...., II u. .:1 ", MIIV M 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 ,/ / 50HN Name (Please II !//ftLEY Address U/. ~r\ Y,Elf ..> type or print) /IIFtv Olf Meet!."tl/f /10.5.5 L c r,_ .,- ,- (7/71 71('(" -.J'lSJ Tel. No. u; ,., f-" ~\ ~ ::J U(j Personal Representative Capacity: counsel for personal representative (MAH:rmflAM3)