HomeMy WebLinkAbout96-00776
1:\IcI/.' III __.I"I.U.f. ~N-'~_I/'__ I~OI:lEIIOY___ _..--.
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PETITION I-'on pnOIlATE lInd GI{ANT 01-' I.ETTEnS
Nil. __ u~_lqqLP:-]]-lo----
Tu:
Ke~isler IIf Wilb for the
("mull)' or Sumbc!"J~!!~__ in the
(~lllllnlonwcaltll tlf )Jenll,)'lvillliil
.___._..-u__.___________._._.__ ____nO /)('('('(1,\(',1.
SIIdal S,'mrily Nil. ___Jli4:.2JI.:..UJ.?--.------
The petitiun uf Ihc uudersigued respectfully represenls that:
,"uur pelitioner(s). IIhu blare IK years of age ur ulder authe execulor
iUlhe h,,1 lIilluf Ihe ahuve decedelll, d;lIed Hareh ) 2
and cudicil(s) d;lIed NI ^
Illll1led
, 19.2L-
"!;1I1' rdC\illll ('il('lIImlan~'l", c.):. rCl1l1lldillinll. dCillh Ilf l."\l'Clllur. 1:11.:.)
Decendent lias domiciled al d,'mh in Cumberland
h er lasl fmnily ur principal residence al 860 Epplev Road.
Cumberland County. Pennsylvania
(Ihl meet, mUIIin'r and ltlundl1alilyl
Conl1lY, Pennsylvania, with
Monroe Township,
Decendenl, Ihen_~__ years of age, died September 16 ,19 96
at P^. Rte. 641 at Sinclair Road, Honroe Township, Cumberland County. P^.
Excepl as follulIS, decedent did nOll1larry, lias not divorced and did nol have a child born or adopted
after execution oflhe lIiII offered for probate; was not the victim of a killing and was never adjudicated
incumpetent: no exce.ptions
D<"Cendenl at death ollned property with cstimatcd valnes lIS follows:
(If domiciled in I'a.) All pcrsonal property S 5,000,00
(If not domiciled in I'a.) Personal property in Pennsylvania S
(If not domiciled in Pa.) Personal property in CoulIly S
Valne of real Cslale in Pennsylvania S
sitnmcd as follows:
WHEKEFOKE. petitioner(s) respect full)' request(s) the probate of the lasl will and codicil(s)
presellled herewith and the gralll uf lellers testamentary
(lC\lUlI1l."llliU)'; iuJminhlrOltiun (',I.a.; admini\lralinn d.h.n.c.l.a.)
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860 Eoolev Road
Hechanicsburq, Pennsvlvania 17055
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH QIo'I)ENNSYLVANIA } 8S
COUNTY Of' CUHBERLIIND
The petltioner(,) above-nllmed swcar(s) or affirm(s) thm the Slatemems in the foregoing petition arc
true and correcl to Ihe hest of tho knowledge and belief of petltioner(s) IInd thai as personal represen-
I~ti\"e(sl of Ihe IIhO\..e decedenIPc:itiOne.r(sl will well a~~t~ul)' a~min~sI7.'le a~~:ding 10 law.
Sworn to or afllrme" and ,,,bsenhe" ~~._.~. ~ ?:'--.";-:"":' ~
beforc me this ~tilo-__ dllY.or- " / Edwar omaro '-./ ~
m S~ - 19 9 --- L/ !?
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M ~ . GE S/ R('!:i.rc ~
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No. dJ -Iqq&,- 77 U,
Estate 01' 1'^U1.ltm v. I'OflmlUY
. Deceased
DECIU~E OF PROnATE AND GRANT 0..' LETTERS
AND NOW SEP'l'EMI3EH 30 19~, in considcration of Ihc PClition on
lhc rcvcrsc sidc hcrcof, salisfuclOry proof huving bccn prcsclllcd bcforc mc,
IT IS DECREED Ihat Ihc inSlrlll11cnl(s) dutcd flarch 12. 1993.
dcscribcd thcrcin bc admittcd to prob:uc und IiIcd of rccord as thc lasl will of I'^ULI NE V.
POflEROY
and LCllcrs Testamentary
arc hcrcby granlcd 10 EDW^IlD C. POMEIlOY
MARY C
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LEWIS"-__.. R<8,,1,' of Will, ' Y...y;JJ r
FEES
Probatc, LCllcrs, Etc. .........
Short Ccrtificatcs( 2) . . . . . . . . . .
x-page.s
RcnunClallon ............,..,
JCP
$
$
$
$
TOTAL _ $
SEPTEMBER 30,1996
...................................
25.00
g:88
Marlin R. McCaleb (No. 06353)
A1TORNEY (Sup. Cl. 1.0. No,)
219 East flain Street, P.O. Box 230
flechanicsburQ. Pennsvlvania 17055
ADDRESS
5.00
45.00
Filed
(717) 691-7770
l'Il0NE
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LETTERS AND ORDER WERE GIVEN TO THE ATTORNEY.
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WARNING: Ills IlIegnl 10 duplicate this copy by photostat ('Or photograph.
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CO.....ONWEAUH OFPENNS'(LVANIA. DEPARJ"ENJOF HEALlH' VIJAlRECOnos
CERTIFICATE OF DEATH
(Coroner)
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PUHEKUY
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860 Eppley Road
.. Mechanlcsburg, Pa 17055
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.. Walter Raymond Wt111ams
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Edward C. Pamer.
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LAST HILL AliD 'l'ESTAJ.lEliT OF PAl/LINE V. POllEHUY
I, PAULIllE V. POl.IEROY, of the To~mship of Honroe, County
of Cumborland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last Hill and Testament, hereby revoking and
making void any and all prior Wills by me at any time heretofore
made.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can be conveniently
done, and in this respect, I direct that all estate, inheritance
and succession taxes that mny be assessed in consequence of my
death, of whatever nature and by whatever Jurisdiction imposed,
shall be paid out of the principal of my general estate to the same
effect as if said taxes were expenses of administration, and that
all property includable in my taxable estate, whether or not
passing under this Will, shall be free and clear thereof.
2.
I give, devise and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoever
and wheresoever the same may be situate, to m~' husband, EDt'IARD
C. PO~limOY, absolutely and unconditionally.
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3.
In the event thnt ny huubnnd, i::mIAI1Jl C. POHh'ROY, should
predeoease no, or should he die Hithin thirty (JO) days from the
dato of my doath, then in eithor of sueh ovents, I direet the
settlement and distribution of my estate to be mnde in the
following manner, to wit:
A. I give and bequeath the sum of One Thousand ($1,000.00)
Dollal's to THIllDLB S?IUHGS j,VAI,Gio:LICAL L1J'l'HmAH CHUI1CH, in memory
of myself and my huaband, h'DI'IAl1n C. POJ.jEROY.
B. I Give and bequeath ton (10;;) per oent. of ray residuary
estate then rel11Uinine;, to m;{ husband's nother, }[AI1GAUEIUTE
AIl'rOlllJCCI, if ahe survi vea me.
C. I give and bequeath ten (10;'.) per oent. of lay said residuary
eatate to my husband's brother, HOBERT POJ.lr:ROY, if he survives me.
D. I give and bequeath all the rest, residue and remainder
of my estate, of Hhatsoever nature und wheresoever the same may
be situate, to MY children, to wit, HALTER L. CLOU.c;S, DEBRA L.
I1cLAIN, LAURA A. CLOHES POI,IEROY and DOUGLAS P. CLOHES, share and
share alike, per stirpes.
LAS'l'LY, I nominate, constitute nnd appoint I'1Y husband,
iID\'!AI1D C. POHEHOY, Z~:ecutor of ti:ia 111:{ Last Hill und Testanent,
and in the event thnt 11\Y said husband should predeceaae 1110, or
should he be unable or t~~willins to serve in suoh oapacity for
any renson, then in such event, I nOl'linute, constitute und appoint
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my son, l-lALTEH L. CLo~mS, !lnd Ill:'" husbnnd's brothor, ROB}:R'f
POI'IEROY, CO-Executors 131' thin my Last \-lil1 nnd Testament, in hia
place and otead, and in all instances, I diroct that my said
personal representativeo bc oxcusod from pasting bond or other
security for tho faithful porfal'mance of their duties.
IN \'!ITNESS I-IHEllEOF, I have hereunta sot my hand and seal
this t.f/ da:," of I'larch, A. D., 1993.
v'2",L~-, /I ~
Pauline V. Pome ay
(SEAL)
Signed, sealed, published and declared by the above named
PAULINE V. POI-lEROY, as and far her Last Hill and Testament, in
the presence of us, l~ho have subscribed our names hereto as
~Iitnesses, at the request of said testatrix, in her preoence and
in the prese?ce of each other.
~~.n'A a~'1 .:;!h4__~A <
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COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I. ,1r~\tLI:;::: \'. POli.::i':U""1 I the tcstl1!rix
whose nome is signed to the attached or forcgoing instrument, having
been duly qualified according to low, do hereby acknowledge that 1
signed and executed the instru~ent as my Last Will and Testament;
that 1 signed it willingly; and that 1 signed it as my free and volun-
tary act and deed, for the purposes therein contained.
__. 'P;-,w
Sworn and affirmed to and acknowledged
l'f,UTJ' ;;<; V. POI.1SilOY , the testatriX
day of 'lurch , A. D., 1993.
before me by
,this l.l1'-
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COMMONWEALTH OF PENNSYLVANIA
)
)
.' NOTARIAL SEf,L
~ARILYN KAY EAKIN. Nel.ry P,~l'c
echa",cs~url Boro. Cumb<rI,,1 C""ly
My CommlOsion Expires rle,. G. 19~3
SS.
COUNTY OF CUMBERLAND
We t the undersigned t J. i103E'H'r STAU~1!;1i.:n
and l1m.'E Aim Fllv..n:m;n , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
tcstalTiX , PAUI,Il::': V. POEE.110Y , sign and exe-
cute the instrument as~/her Last Will and Testament; that the
said test at rix, PAULI :r:;; v. 1'0l[';;WY , executed it as
~/her free and voluntary act fur tloe purposes cherein expressed;
that each of us, in the hearing and sight of the testat rix , signed
the Will as witnesses; and that to the best of our knowICIge, the
testat rix was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
Sworn and
me this
!-Tarch
s~bSncibed to befor
III day of
,1993.
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~A'RIL~~~tvRJ:L S~AL .
Mechan;csb"l D KI~. N'l~ry Pu~'ic
My Cemmi"ion ~:p' CumNber'ln/ County
_._~._ ores e,. G. 19~3
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CUNIIJ(RI.ANIl("COUNTY
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P~~~:S.l."'LV'\NIA.
ORPIL~;S' COURT DIVISIO::
ESTATE OF
)
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D.cea~"d )
Register's 11
21-96-.776
PAULINE V PONEROY
.- -.---
CLAl~
To the Clerk of the Orphans' Court Division:
Index and eake proper entry in your official records of the
claie of Citicoro Credit Services Inc.
in the aeount of $297.84
against the estate of the above-
named decedent. This claim is filed under Section 3532(b)(2)
PEF Code, 20 Pa. C.S.! 3532(b)(2)'
The said decedent, whose last kno~~ residence was at
860 Eppley Mechanicsburg PA 17055
Written notice of this claim was given to Edwnrd Pomeroy
860 Eppley Mechnnlcoburg FA
(Personal representative, if any,
1921-
7930 NN 110th ,,~
Kansas Citv MO 6415!
(Claieant'S Adc':-ess I
f-..".
10/14/96 $391.04
[fijiljlUI_iu\ If 1 [tir ri I1nl A~H.r-1
$100.00
[,,i,il^,,""I,lIr'l
SI1E.KC-CD
TM.CIJ-6315
ACID,KCDI0(,3
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00 Al 2 1000 PV
0013
I'V (.
FORD CITIMIlK
1'.0. nux \7(.1
IIAGERSIOWIl. HO
USA 2\7(,0-11(.1
PAULIIlE V POHEROV
060 EI'I'LEV RO
MECIWUCSDURG
11055-9502
PA
rCl' Cu,lom" S",lu ull Of writ.
Ford CitibDnk Visa Gold
000-950-5110
DUX 6062
SIOUX FALLS, SO
51117
AcctWnl tlumblr
4211 3024 0025 0010
PAVHEIlT DUE DATE 10/14/96
03/21/91
00.50.(.3
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$9202 $1536
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SI,I,,,,."I P,I. ToIII Cu'1l1 L1n. Cnh Iht.,.rw. L1mll
09/19/96 $9600 $1600
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.. F.!TITRAVEL IIIQUIRV? CALL 1-000-548-1116
091, r.DVAIlCES*FIIlAIlCE CIIARGE*PERIOOIC RATE
l( FORD REDI ES SutlflARV l( TOT AL
L, st Month' Balance 1(,2
R'Ibates EDr ed this Month 2
R, bates Red~emed/Expired 0
C, rrent Dal'anco 144
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n.le Summ.ry PURCflASES AOVAIlCES
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Pauline V. Pomeroy
Date of Death: September 16, 1996
Will No. 21-96-0776
To the Register:
I certify that Notice of Beneficial Interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
October 14, 1996:
Name
Edward C. Pomeroy
Address
860 Eppley Road
Mechanicsburg, Pennsylvania
17055
Date: October 14, 1996
aZ;;j ;;~: thereto
Marlin R. McCaleb
Attorney I.D. No. 06353
under
Notice has now been given to
Rule 5.6 (a).
219 East Main Street
P.O. Box 230
Mechanicsburg, Pennsylvania 17055
(717) 691-7770
FAX: (717) 691-7772
Counsel for Personal Representative
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~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ....
IJnder ponal'i.. 01 p.rjury. I d.c1ar. ,ha' I ha'. ..amin.d ,hi. r.lurn. including accompanying "h.dul.. and "a..m.nh. and 'a Ih. b.., 01 my knawl.dg. and b.li.l.
II is true, co".ct and complete. I declare that all reol .stolo has been reported at Irue marxet value. Oeclaration of prepare' olh" thon the penonal representati.... is
based on all information of which prepare' has any xnowledge.
$IGNA'Ulf 0' PERS IUPON$IIl.f- . filING RETURN AOORUS OAt[
;..> 7 Z:..-
~e /-f!'"....',-;-:--. U60 E ,Ie Hoad, Hcchanicsbur , P/\ 17055
(/.Of ~ tAl' 0 t lNT.Il....t AOORUS
~~ P.O. Box 230, Hcchanicsbur , P/\ 17055
R(\I.UOO U+ 11.'9"1
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fOR DATES Of DIATH A"lR 12/31191 CHICK HIRE
If A SPOUSAL
POYERlY CRIDIT IS CLAIMED 0
flU NUMBER
21-'Jlr0776
COUNTY CODE YEAR NUMBER
1':,_1.)'( - Il-.J
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
~
COMMONWEAltH Of PfNNSY\VAN1A
Ol,AR1M(NI Of R(V[NU(
Df" 180bOl
HAARI$IUIlG.'A 11128-0bOl
OlClOtHI'$ HAMl lIA$I. 'liST, A'.O MIOO~( 1't11IAlI
OtCICI'jl.~ CQMPUll "'OORU~
1160 "ppley Hoad
f'otcchanicshurq, PA 17055
COll,,1 Cumber land
AMOUtH 1l:(C(IV(D IUlll~~tlUctION~1
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Pom~ro , Pauline V.
SO<IAt :UCUII1'f NUMUI
9/26/34
DAll 01 Oi....tH
OA~-11t
164-2U-7337
'J/16/%
(I' ""11(.&1111 'Uhl~IHG "oull 'N"''''ll\'''' ',nl .H.O ...,mlll IH.ll"'ll
U,I72.97
Pomcroy, Edward C. 209-2U-7U70
~ 1. Original Return 0 2. Supplemental Relurn
o A. limited btate 0 40. Future InlereU Compromise
(lor do'.' 01 d.alh alt.r 12.12.B21
IX] 6. Decedenl Died T.slale 0 7. Decedent Mainlained a living Tru't
IAllach copy 01 Wilil IAllach copy 01 Tru.'1
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
Remainder Return
(lor do'.' 01 d.alh prior '0 12.13.821
Federal Euate Ta~ Return Required
03.
05.
_ 8. Tolal Number of Safe Deposit Boxes
COMmtf MAltiNG ADDR(~~
NAM(
Harlin R. HcCaleb, Es uire
IU(PHON( NUMIUI
691-7770
BoX 230
219 East Hain Street, P.O.
Hechanicsburg, Po/ fl.'7055,.~
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1. R.al E,la'. (Sch.dul. AI 11 I
2. Slack. and Band. ISch.dul. BI I 2 1
3. C1a..ly H.ld Slack/Partn."h;p InI.r.'1 (Sch.dul. C) 13 1
A. Mortgages and Notes Reteivable (Schedule D) I .d )
S. Cash. Bank Deposits & Miscellaneous Personal Property I 5 )
(Sch.dul. EI
b. Jain,ly Own.d Prap.rly ISch.dul. FI ( b I
7. Tran.I." ISch.dul. 01 (Sch.dul. LI (71
8. TOlal Gron Anels (lolol Lines 1.7)
9. Funeral Expenses. Administrative Cosu. Miscellaneous (Q)
e.p..... ISch.dul. HI
10. Deb,s, Mortgage Liabilities. Liens (Schedule I) (10)
11. Total Oedudions (tolal Lines 9 & 10)
12. Nel Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmenlol Bequests (Schedule JI
U. Net Value Subiec1IO To~ (lllle 12 minus Line 13)
15. Spousal Transfers (for dales of deolh after 6.30.94)
See Ins,ructions for Applicable Percenlage on Reverse (15)
Side. (Indude values from Schedule K or Schedule M.)
16. Amount af line 14 ta~able al 6% rote (16)
(Indude values from Schedule K or Schedule M.)
17. Amount 01 line 14 taxable at 15% role (17)
(Indude values from Schedule K or Schedule M.)
18. Printipallax due (Add tax Irom lines IS, \6 and 17.)
19. Credits Spousal Poverty Credit Prior Payments
+
(191
(20)
741.13
~
,
',:",1
21,551.70
13,378.73
8,172.97
o
80172.97
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20. If Line 19 is greater than line 18. enler the diHerence on line 20. This is the OVERPAYMENT.
a D.III:r.n~il.U'.I.".II.'Ii:..i:'I.I'I'J.'lhI....J.Ittr.r.Ir.'I..j.III.....J.U~..I"I'1I1
(21)
121AI
12181
o
21. If line 18 is greoler than Line 19. enter the diHerence on line 21. This is the TAX DUE.
A. Enter the interesl on the balance due on line 21 A.
B. Enter the total of line 21 and 21A on Line 21B. This is the BALANCE DUE.
Make Check Payable to: Regll'er of Willi, As.".
DAtE
1/'3/97
Act #48 of 1994 provldel for the reduction of the talC ratellmpoled on the net value of transfers to or for
the Ule of the Ipoule. The ratel 01 prelcrlbed by the Itatute will bel
e 3% (.03) will be applicable for eltatel of decodentl dying on or after 7/1/94 and before 1/1/96
e 2% (.02) will be applicable for eltatel of decedentl dying on or after 1/1/96 and before 1/1/97
e 1% (.01) will be applicable for oltatel of decedenll dying on or after 1/1/97 and before 1/1/98
e Spoulal transferl occurring on or after 1/1/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS.
YES ~
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred, .......................................................
b. retain the right to designate who shall use the property transferred or ils income, ...............
c. retain a reversionary interest; or ...................................................................................
d. receive the promise for life of either payments, benefits or core~ .......................................
"
2. If death occurred an or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate cansideratian~ If death occurred oller
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration'.. .... .... .0.. ....,.. .........,..... ........, ........... ..................... ........ ........ ......
3. Did decedent own an 'In trust far' bank account at his or her death~...................................... X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
X
X
X
X
X
3.
In the event that T1'J huoband, ;::D"dARD C. ?OH~?OY, should
predecease lue, er should ho die Hi thin thirty (30) de.Jo from the
dato of my deat\l, then in oither 01' such ovents, I direct the
settlene!lt and dintribution 01' NY ootate to be ;,1llde ill the
follm-1ini3 me.nner, to ~li t:
A. I give e.nd bequeath the sum 01' One Thousand ($1,000.00)
Dollal's to <Ern::nLE S?n:::GS :NAl;G~LIC;"L LU'l'E:::RA:r c:-rC:lC:-:, in nenory
of nyself and r;1'J huoband, 3D';;AI:D C. POH~~OY.
B. I :;ive and beq\:eath ten (10;,) per cent. of ;I'J residull:'Y
eotllte
J..' ...' .....,
",c.en rer,la1.nl.!1G, 'Co ~r.:; :1u::;oanc. s
nother, ::...RGA.u~IT3
.\i:'l'CirJCCI, if she sur'livos ne.
c. .!. Sive and bco.t:.ea.th te!1 (lO,~) !)cr cent. of t'l:"' sa.id rGsic.uar:r
estate to n:." hunbn~dt S .orothcr, EOBER~ ?O1-13?O'"l, if :10: sU!lvi ven ::le.
D. I Sive ano. boqueath all the rest, rcsio.ue and renai:-:der
of my estate, of H~l3. t~oever ::-:Cl.ture and Hi:eresoever t:.1e 0 Br:le r:a;;
be s i tt:.ate, to n:r c::ilr.:::'e~, to ~.yi t, '.!_~L:l::: ::. CLC..J.~S, :>333A :..
::cLA:i::r, r.JA'L~.\ A. CLG~:;~S ?Oi.i~OY an(": JC'UI}L.\.5 :2. CLO';;J5, s:~arc o.~1d
shal."1e ali:-:e, per otir!=es.
LA3TLY, ! no~inn.tcJ conztitute a:-:d appoi!".It 1":'..j hu~fcand,
3D...:~\.nD c. ?Oii~.OY, ~;:(:c'.~to:' of t~:i:J :_:::w I.u:: t ~.j'il:. :1nc. ~~entti.7"'.e~t J
and in the event .;;~:~t :-.:" :Jui(~ ::-..::Jb3.r:d ::::1o"..:ld ~J=,cdccea~e ~-lC, C:"
s:!ou!.d he be u.."12.o1c or '.L~'..lilli:1-: to SC1've :.:~ :n1c'1 cc.,c.ci -:::r fo~
an:,' :,eason, then in 3-":C:: evcnt, :;: no.::in:;.'-:o, cO:1stitutc :l::u a;;~:\.Jint
-2-
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my son, ~ALTER L. CLO~ES, and my husband's brothor, R03~~T
?OHEROY, Co-E."Cecutors of this Iny Last ';/ill and Testa::1ent, in his
place and stead, and in all instances, I direct that :-:1"J said
personal representatives be e:ccused from posting bond or other
security for the faith1ul ~erforns.nce of their duties.
III UITllESS ';/B130F, I have hereunto set my hand and seal
this 1.-5/
day of j~arch, A. D., 1993.
A"L-v.;/ ~
Pauline V. Pome oy
(SEAL)
SiGned, sealed, published and declared by the above named
:?AULI:i3 V. ?OI.~OYJ a.:J cnc fo:' her :"ast ~'iill and ':'estn:"1ent, in
the presence of '..lS, ~Iho have :;ubscribed our names hereto as
~'litnesses, a.t the request of said testatri:" in her presence and
in t~e ?~ese?ce of each other.
,/. _-I &" " .'>
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llV.U03 U. (..161
~~
COMMONWEALTH Of PENNSYlVANIA
INHlRlfANCl TAlC RETURN
aUIDlNT DECEDENT
SCHEDULE B
STOCKS AND BONDS
FILE NUMBER
ESTATE OF
Pauline V. Pomeroy
0.0.0.: 9/1G/9G
21-96-0776
(All prop.rty lolntly.own.d wllh RighI of Survlvonhlp mUlt b. dllClol.d on Sch.dul. F.)
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1. 22 shs. PNC Financial Corp. common stock, NYSE,
@ $33.6875
741.13
TOTAL (Also enter on line 2. Recapilulalicnl
(II mor. spoce is n..ded. inserl additional sheels or same size.'
,
I S
741.13
UVISII",'"",
ESTATE OF
"l~'~
"~'5rJl~
COMMONWfAltH OF PfNN!tVlVANIA
INHUutANCf tAK II:(fURN
RUIOftH OfC[OfNt
l SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Pauline V. pomero
D.O.D.: ~/16/<J6
DESCRIPTION
ITEM
NUMBER
A. Funeral Expenses:
1.
B.
1.
2.
2.
Hyers Funeral 1I0me, Funeral.
Gingrich Memorials, Marker.
Please Print or Type
FILE NUMBER
21-<)6-0776
Administrative Casts:
Personal Representative Commillions
Social Security Number of Personal Representative:
Year Com millions paid
Attorney Fees
3.
Family Exemplian
Claimant
Addrell of Claimant at decedent's death
Street Addrell
City
4. Probate Fees
C. Miscellaneous Expens..:
1.
2.
3.
4.
5.
6.
7.
8.
Relationship
Slate Zip Code
TOTAL (Also enter an line 9, Recapitulation) IS
(If more space Is n.ed.d, Insert additional sheets of same sl.e.)
AMOUNT
9,012.30
1,310.00
55.00
10,377.30
I.YUl2." lun
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Please Print or Type
FILE NUMBER
21-96-0776
COIotMQNW.AUH 0' 'INtdnVANIA
INHII.,,t,N(1 'A. II IUIN
_UIDINIDI(10INI
ESTATE OF
!J.o.!J.: 9/16/96
Pauline V. Pomoroy
AMOUNT
ITEM
NUMBER
DESCRIPTION
1.
GMAC Account I 034-1219-93822 automobile loon ($6,002.86),
decedent's share of obligation net of contribution from
surviving spouse.
3,001.43
I
,
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.n
,1
d
>I
Ii
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ii
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: \
; \
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TOTAL (Also onto' on lino 10. Rocopitulalion)
,If more spaCl is needed, insert addifional sheels 0' same size.}
$
3,001.43
..v.UU'" ,UlI
L-
\
SCHEDULE J
BENEFICIARIES
~~11'
CO",UolOUWIAIIH 0' 'fNN!.'WANIA
IHHtlIIANC1IU .nUIN
InlOIHIOICIDINI
FILE NUMBER
ESTATE OF
21-<)6-0776
!J.o.!J.: ~/16/~6
AMOUNT OR
SHARE OF EST ATE
Pauline V. pomeroy
RELATIONSHIP
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
A. Taxable BoquoSII:
lIusband
Entire estate
1.
Edward C. Pomeroy
860 Eppley Road
Mechanicsburg, PA 17055
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
\ B. Charitable and Gavornmonlal BoquoSl"
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aha onto' an Ii no 13. Rocapilulatian) IS
(If more space is n..d.d, Inslrt additional sh..ts of saml slle)
;5-/29.-/c)
BUREAU OF INDIVIDUAL TAMES
INtlrRt UJ.lC[ Ull DIVISIoN
DlPI. tUbOl
IlAARISlURG. PA l1UB-abDI
CDMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
NOTICE Of INIIERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAM
MARLIN R MCCALEB
219 E MAIN ST
PO BOX 230
MECHANICS BURG
DATE
ESTATE DF
DATE DF DEATH
FILE NUMBER
COUNTY
ACN
ESQ
PA 11055
01-21-91
POMEROY
09-16-96
21 96-0116
CUMBERLAND
101
AIIQunt R."tt hd
~
r~~
IIt.lh' 11"_ III.'"
PAULI NE
V
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 11013
CUT ALDNG THIS LINE ~ RETAIN LOWER PDRTIDN FOR YDUR RECDRDS ~
iiE'v:is'4TEX""FiQii3':9'fj"Noi''iCEuOF-i-NHEiiiiAN-CE-i'-"x-A"PPRiiisEifE'NT-,--"Ll-owAN-CE"O"R'u------mmm
DISALLDWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF POMEROY PAULINE V FILE ND. 21 96-0116 ACN 101 DATE 01-21-91
TAM RETURN WAS,
) ACCEPTED AS FILED
I X) CHANGED SEE ATTACHED NOTICE
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rat. (15)
16. A.aunt of Line 14 taxable at Lin..l/Cla.s A rat. (16)
17. AMount of Line 14 taxable at Collat.raI/Cla.1 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
RESERVATIDN CDNCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schadule A) 11)
2. stocks and Bond. (Schedule 8) (2)
3. Clos.ly Hald stock/Partnership Intara.t (Schadule C) (3)
4. Hortg.ga./Not.. Rac.ivabl. (Schedule OJ (4)
5. Cash/Bank Deposits/Hisc. Personal Property ISchedule E) IS)
6. Jointly Owned Praperty (Schedule FI (6)
7. Transfers 'Schedule G) 171
8. Tot.l Assets
APPRDVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdM. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabiliti.s/Liens ISchedule X) 110)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ent.l aequests ISchedule J)
14. Net Value of Est.t. Subjact to Tax
NDTE:
RECEIPT
NUHBER
OISCOUNT I')
INTEREST/PEN PAlO I-I
.00
141.13
.00
.00
.00
.00
23.810.51
(8)
10,311.30
3.001.43
IIlI
llZI
ll31
ll41
11,112.91
.00
.00
M . DO:
M .06:
M .15:
llBI
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF AODITIOHAL INTEREST.
NOTE: To insure praper
credit to your account,
subnit the upper portion
of this forn with your
tax pay.ent.
24.551.10
13.378 73
11,112.91
.00
11,112.91
will
.00
.00
.00
.00
.00
.00
.00
.00
I IF TOTAL DUE IS LESS THAH '1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" fCR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
I
I
i
,
i
I
I
RESERVAtiON: E,t,t., of dlCldlntl dying on or bafor. Dlc..b't 12, 1982 .. If any future Intar..t In thl I.t.t, I, tren,farrad
In pOI'I.,lon or .nJoy..nt to el... a 'collataral) beneflclarla. of thl dlcadant a't,r thl ..pltatlon of any ..'ata for
11'. or for y..t., thl Co..onw..lth hlt,by ..pr..,lv r...r~" thl right to .,pr.l.. and "'1" tranl,.r Inherltanca T....
at the lawful ct... . (collataral) rata on any such future Int.r..t.
PURPOSE OF
NOnCE I
PAYHEHTI
RfFUHD leA) I
To fulfill thl requlta..nt. of SactJon 2140 of the Inherltancl end Eatat. T.. Act, Act 2. of 1995. (72 P.5.
Slctlon 91ltO),
D,llch thl top portion of thl, Hotlel and ,ubalt with your ply"nt to thl Rlgl,tar of Willi prlntad on the tavar.. ,Ida.
.-Haka chick or lonay ordu payabl. 101 REGISTER OF MILLS, AGENT
A r.fund of a ta. cradlt, which wa. nol r.qu..ted an the Ta. R.turn, lay be reque.t.d by ca~letlng en "Application
for Refund of p.nn,vlvanla Inheritanca end E.tate Ta.W (REY-I'I'). Application. ara available at the Offlca
of the R.gl.l.r of Will., any of the 21 R.v.nue DI.trlct Offlc.., or by calling Ih. .p.cl.l 24-hour
In.w.rlng ,ervlc. nuab.r. for fora. ord.rlng: In P.nn,Ylvanla 1-800-]6Z-Z050, out.ld. P.nn'Ylvanla end
within local Harrl.burg ar.a (717) 787-8094, tOOl (717) 772-2252 (Haarlng I.palr.d Onlv).
OBJECTIONS: Any p.rty In Int.r..t not .atl.fled with the .ppr.I....nt, allowenc. or dl.allawance of daductlon., or .I......nt
nf t.. Clncludlng dl.count or Int.r..t) .. .hawn on thl. Natlc. au.t abJ.ct within .i.ty (60) day. of r.c.lpt of
this Notice byl
ADHIN
IStRAttYE
CQRRECnDKSI
DISCOUNT:
PENAL TVI
INTEREST:
--wrltt.n prot.st to the PI C.pert..nt of R.v.nue, Ba.rd of App.al., Dlpt. 281021, Harrl.burg, PA 17128-1021, OR
--.l.ctlan to hav. the ..tt.r d.t.r.lned at audit of the account of the p.r.on.1 repr..entativ., OR
..app..l to the Orphan.. Court.
Factuel .rror. dl.cov.red on thl. a.......nt should b. .ddr....d In writing tal PA C.parl..nt of R.v.nu.,
Bur.au of Individual T...., ATTNI Pa.t A.......nt Review Unit, C.pt. 210601, Harrl.burg, PI 17121-0601
Phon. (717) 117-6505. S.e pag. 5 of the baokl.t wln.tructlon. for Inherltanc. T.. Return for. Re.ldant
O.c.d.ntw (REY-ISOI) for an ..planatlon of ad.lnl.tr.tlv.lv corractabl. .rror..
If any t.. due I. paid wllhln thr.a (]) cal.ndar IOnth. aftar the d.c.dent', d..th, . flv. p.rcant C5~) dl.count of
the t.. p.ld I. allowed.
ThI 15~ ta. ..n.,ty non-partlclp.tlon penalty I. coaputed on the tot.l of the t.. and Int.ra.t .....s.d, end not
p.ld b.fare Janu.ry la, 1996, the flr,t day aftar the and of the ta. .an..ty p.rlod. Thl, non-p.rtlclpatlon
pan.lty I, app..labl. In the .... .ann.r and In lhe the .... tl.. p.rlod a. you would .pp..l the ta. and Int.r..t
that ha. bean .......d .. Indlcat.d on thl. notlc..
Inter.lt I. charg.d b.glnnlng wllh flr.t day of dellnqu.ncy, or nine C') aonth. and on. Cl) day frol the data of
d.ath, to the d.t. of p.~ant. T.... which b.c... d.llnquent b.for. January 1, 1'12 bait lnt.r..t .t the rat. of
.1. "~) p.rc.nt p.r annul calculat.d at a dally r.t. of .000164. All t.... which bac... d.llnquent on and .ft.r
Jenuary 1, 1912 will b.ar Int.r..t .t a r.t. which will varv froe c.landar vear to cal.ndar y..r wllh that rat.
announc.d by the PI C.p.rt..nt of R.venu.. Th. appllcabl. Inl.t..t rat.. for 1912 through 1997 ar.1
!!!! lntara.t Aate Cally Intarllt hctor !!!r Intlra.t Aata Oalh Int.rllt F.ctor
I'SZ ZOX .0005U 1911 ,X .00020
1911 lOX .00001 191a-I991 l1X .000101
1914 IIX .000lDl 199Z 'X .00020
1915 ISX .DOOS56 I99H.... 7X .0001'2
1986 lOX .OODZ74 1995"1991 'X .G00241
--Intar..t Is calculated II followlI
INTEREST = BALANCE OF TAX UNPAID X NU"BER DF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Hotlce I..ued aFt.t the t.~ baco.a. d.llnquant will teflect an lntar..t c.lcul.tlon to flft..n CIS) day.
b.yond the dat_ of the ........nt. If pay.ant I. .ad. eft.t the Int.ra.t co.putatlon data Ihown on the
Notlc., additional Int.r..t .u.t be calculatad.
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COMMONWEALTH Of PENNmVANIA
DEPARTMENT Of REVENUE
BUREAU Of INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 1712B.0601
ENT'& NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
filE NUMBER
/J Y/ -///?
ACN
r:y
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
67
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TAX EXAMINER: "/~
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: ? ~ ,,1IJ'ft' I/. ~,II~y
Date of Death: .s~eMer I'. l'l'?'
.
Will No. ,l.!. ?, ~ "77~ 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:
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;
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' 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.
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Signature
~;,,;,, 2. ~/""
Name (Please type or print)
/lI,&"x .1.JfJ. Nt!I.1Ii~""" A4
Address (
( ?if) '-PI, 777&)
Te l. No.
Date: ~~ "n; /1'1)'
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'Capacity:
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Personal Representative
~counsel for personal
representative
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