HomeMy WebLinkAbout96-00882
bt"t., OJ l'rUIlc:es S. Jlerbsl
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PETITION Hm PlwnATE "lid (jJ~ANT 0... I.ETTEI~S
_ 21-90- ""
Nil.
I'll:
SOfwl Sc.t'urit)' No.
.
192-10-1057
1)('fc'U.\t'd.
1{,~;'ler Ill' WillI fill Ih,'
('IlUIIII' III Cumbel'lond.... ill Ih,'
l'Olllllillllweallh Ill' l'l'lIl1\ylvilnill
rh,' "elilillllllf Ihe ullllerli~lIed rClpeclfully "'llfewlIlI Ihal:
Your IH,,'lilitllH:I(\), who b/iUl' IX year\ 01 a,w or nldl'r i1l1lhc C\CCUI or __~.,_u__.._.___ 1H1I1l1..'d
illlhe lall 1IIIIIlllhe ah(\\e ,Ie"',lelll, dated u___JUI10.JlL___________ ___ _,_________. 19-.!11_
alld ,Ildidl,,) daled ____,119110_,_____,_____________________
(\';lIl' fl'lc\illll (irL"lllll\lilll,'C\, l.'.i!. rClllludaliun. I.k;lIh uf l,.,\...(tlltlf, l'll'.)
IJ"endenl w,,, dllmidktl HI dCHlh in
h er lasa family or prindpal relidcn,e al
no13 (' Il ~L-12H::_p, C' R C, ,
(Ii"'1 \lrl't'l. IIlImbe! illld IIIl1lh:ipalil)"1
Cumberland COlllllY, I'ennlylvania. with
850 NortlLUlIIJO..Y.cr-..Str.c.c.1.J::llrllslc...EIl._
IJ"cndcnl,lhen 102 l"carl of age, died March 16, ,19 96
m -ChurcltoLGod,Homc.,CRrli.I", PR.
Excepl al follows, d",delll did nOlmarry, wal nOI divorced :Ind did not havc a ehild born or adopted
arrcr cxeeulionof Ihc will offcr,d for probale; was nOllhe viclim of a killing and wal ncver adjudicalcd
incompelcnt:
IJecclldclII m dealh own,d properly wilh esaimalcd val lies as follows:
(If domiciled ill 1':1.) All personal properly $ uneslimated
(If nol domiciled in I'a.) Personal properly in Pennsylvania $
(If nol domiciled in f'a,) Personal properlY in Coullly $
Value of rcal cslnle in I'enllsylvania $
silUmed as followl: none
WIIEREFORE, pClilioner(s) respcclfully
prcsenlcd hercwilh and Ihc grnlllof ICllers
Iheron.
requesl(s) Ihc probme of Ihc lasl will nnd codicil(s)
testamentary
(IC\laml'lIIary; ,ull11ini\lr.lIion i:,l.a.; ouJmini\lnllitln c..I,h.n.i:.I.n.)
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Arthur G. Wright, r.
303 Belvedere St.
Carlisle, P A 17ll 13
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH QIo' PENNSYLVANIA }::IS
COUNTY OF CUMBERLAND
The pelilioncl(s) above-named swcar(s) or amnn(s) Iha! the Sl:lIem,ms inlhc roregoing petilion arc
true and correctllllhc bell or Ihe knowledgc nnd b,lief of pelilioner(s) and Ihal as personal rcpresen.
IlIlive(s) of Ihc abovc decedenl pelilioncr(s) will well and Iruly ndminislcr Ihe cslalc according 10 law.
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Sworn 10 or uffinncd and subscribcd {
before me Ihb __29 th _ dav of
O~tober 19 9"6
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-flli: . 1..!..!M.-
'J P ('f'lart C. Lewis, RI'R;stcr
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I\CKNOWLEI:K;EMEN I
Commonwealth of Pennsylvania
ss
County of Cumberland
I, Frances S. Herbst, the testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified accord-
ing to law, do hereby acknowledge that I signed and executed the in-
strument as my last Will; that I signed it willingly and as my free
and voluntary act for the purposes therein expressed.
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'J I Frances S, Herbst
Sworn to or affirme~a~~/aCkAO~iedged befp,ie,me by Frances S.
Herbst, the testatrix, thi~ :?.!.. 'day of /:'i.Jv 099"
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. ,:'" :..~..~:~:.:....~'::.)~.:'~"?_ Notary P~b 'ic/Attorn,~ · h
, ,".,' AFFIDAVIT .
Commonwealth of Pennsylvania
ss
County of Cumberland
we,l-q"lkhlr\ G, AI)). jc' and ;\'}(' 'uC,{ 0. \, \.<. \'\,/', -\\ \
the witnesses' l~hoi;e names I are signed to the attached or foregoing in-
strument, being duly qualified according to law, do depose and say that
we were present and saw the testatrix sign and execute the instrument
as her last Will; that the testatrix signed willingly and executed it
as her free and voluntary act for the purposes therein expressed; that
each subscribing witness in the hearing and sight of the testatrix
signed the Will as a witness; and that to the best of our knowledge the
testatrix was at that time 18 or more years of age, of sound mind and
~under no constraint or, undue influenc~."
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this
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SW rJC.~ or ffirmed~pd sybscribed to before me by witnesses,
j day of ,VZ't.'-I ,1991. _~ // "
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LAWQFFICESOF
STEPHEN J. HOGG
401 E, LOUTHER STREET
CARLISLE. PA 17013
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CERTIFICATION OF NOTICE UNDER IHH,E 5. 6W.
Name of Decedent:
Fronccs S. lIerbst
Date of Death:
March 16, 1996
Will No.
Admin. No. 21-96-882
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Ilules was served on or mailed to
the following beneficiaries of the above-captioned estate on
January 16, 1997
~
Address
Robert II. Secrist, 264 Madison Avenue, Youngstown, on 445114
Frances G. Johnson, P. O. Box 914, Stephens City, V A 22655
Arthur G. Wright, Jr., 303 Belvedere Street, Carlisle, Pa 17013
Board of Directors of Gettysburg Lutheran Theological Seminary, Gettysburg, PA 17325
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except no exceptions
~:~;J v1A .~ /1,) ,1U-J/ -ej'-d
Name Robert M. FreY
Date: January 16, 1997
Address
5 South Hanover Street
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Carlisle, PA 17013
Telephone (717) 243-5838
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Capacity:
Personal Representative
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Counsel for personal
representative
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lblor_d~,I_lhlIIlhM_","mm.il1<:ll.OOg"""'llO'rit1lsd>oduleslr'd._~.lr'd""'bcsldmy~"""'oI,.,,""'.CCmlCIrd_,OoclaI'''''d_-
I\M fie 0l'lt'I0l'IaI nlOr1t!MlI6Ye is based 0l'I1II1nfotmation d Wlf'Iich DreO:nf "as .,y ..~
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
{iTt.><, .(, ,);,).'11..: ), 303 Belvedere St. Carlisle P
SIGNATURE OF PREPARER OTHE THAN REPRESENTATIVE ADDRESS
rcrh.",-,,(.,. '1--......, 5 S. Hanover St., Carlisle, PA 17013
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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COMM~~SYlVAtlIA
DEPARtMENt Of REVENUE
DEPT 16060.
KARRI BuRG PA 171lg..()(',()1
DECEOENfSNN,l[(lASI,FIRST,ANQUiOOlr IMTWjiMlblri t*.o:tb$of1l.ilIIlIO'4\
FilE RUNUER
21-96-882
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HERBST, FRANCES S.
SOCIAL SECURIT" NtN8(R
DATI: Of DlAItI
OAIlOf OiHTll
03 116 11996
OS III I 1893
192 - 10 - 1057
(If N"Pl1CABl.E)SUR'.'MNGSPOUS("SNAMt: nJ.ST,rIRSl,A1lOUlOOlEIt'TWJ SOC1AI. S(~ITYIUA6[R
TNIS RETURR NUST UE FilED IN DUPLICATE WTtIl THE
REGISTER OF WILLS
[i] 1.OrlJinalRetum D2.SuPPlemcnblRctum 0 J RcmainderRc!umldMoIMn'lP'Utll1-1)821
o 4, Limited Estale 0 40, Future InlercslCompromisc I""d"''''''''II "'" 0 5 Federal Estale Tax Return Required
ua 6, Oc<:edenl Died T estale '''''' ""', dW', 0 7. Oc<:edenl Maintained 0 Living TlUII,,,,,,,",,, d """1 ~ 8. Total Number 01 Safe DePOSIt eo,e.
o 9,litigalion Proceeds RllCllived 010, Spousal Poverty Cred~'''''d'''''_ll'"'''''' ...."1 0 tl, EIedJon Iota, unde, See 9113(AIi"""",01
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
tWAf CCU'Lffi IoWllNG ADDRESS
Robert M. Frey 5 South Hanover Street
Carlisle, PA 17013
1. Real Estale (Sd1edule A)
2, Stod<s and Bond. (Sd1edule B)
3, Close~ Held Corporalion,Portnership 01 Sole-Proplietorship
(1)
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(2) ~~ -c
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(3) ~-~
(4)
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(5) '3,~ .3 .:? I 1.....'
3,S"OO. 0 0 '0
(6) L)
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(7) ... ~ \C
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4, ~ages & NoleS RllCllivoble (ScI1edule D)
5, Cash, Bank Deposils & Miscellaneous Personal Property
(Sd1edule E)
6, Jointly <>-rned Property (Sd1edule F)
7. Inler.V"NOS Transfers & Miscellaneous Non.probale Property
(Sd1edule G 01 L)
8. Totll Groll Alsets (total lines 1-7)
9, Funeral Expenses & Admlnbtralive Costs (Sd1edule H) (9)
10, Debts 01 Oc<:edenL ~age liabilities. & liens (Sd1edule I) (10)
(8)
;1/,9.3.3 19
1173.:<./g
11. Totll DoductJonl (total lines 9 & 10)
I .;(/,9.33.'1f
,( /0,;(01..31)
(11)
(12)
(13)
12. NoI Vllue olEltllI (line 8 minus line 11)
13. Charitable and Governmental BequestslSec9113 TNSts 101 which an eledJon 10 \all has nol been
made (Sd1edule J)
14. HoIV.lue Subject to Tu (line 12 minus line 13)
IS. Amounlofline 14lalable
al the spousal \all rale , I
See InslnJdions on mverse .lde for applicable petrl!nlage
16. Amounl 01 line 14lalable
al 6% rale
17. Amounlolline 14lalable
., 15%rale
(14)
/O,.:{0/.31
x .0
115)
x ,06
116)
117)
(t8)
x ,15
18, Tax Due
19.
DATE
June A~) , 1998
DATE
June :<.1. 199R
1?l!.t:ll.tlll'1!'~(;omJllctc Addmss:
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Tax Payments and Credits:
1 Ta. Due (Pagu 1llllu 18)
2 Cfll(lIlsJPaymenls
A Spoulal Poverty CIl'd,1
B Pilar PaymenlS
C DIIC<1unt
111
Inial C,,,',ls I" , 1\. ell;',
3 tnle,esUPenally II appllc.lb'e
D Inleroll
E Penally
Totallnle'elUPenally 1 D . E I 131
4 II hne 211 g'ealer than hne t . hne 3, enler the dlllerenca, Thil IS tho OVERPAYMENT.
Check box on Plge 1 line 19 to request I refund (4)
5 II hne 1 ,hne 3 is grealerthan hne 2, enter Ihe dlfferen::c, This il the TAX DUE. (5)
A Enterlhe interest on the tax due. (5A)
8 Enler the lotal 01 Une 5 . SA, This Is the BALANCE DUE. (58)
Maka Chack Payabla to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain tha use or Income of the property transferred; ..................................................,.......... 0 0
to. relaln the rlghtto designate who shall use the proparty transferred Ilr Its income: ....,......,.... 0 0
c. retain a reversionary Interest; or................................................,..............,........,............,..,.... 0 0
d. receive the promise for life of either payments. benefits or care? ..................,..........,....,..,...0 0
2. If death occurred on or before December 12. 1982, did decedent within two years
preceding death transfer property wllhout receiving edequale conslderalion? II death occurred
after December 12, 1982. did decedent transfer property within one year of death without
receiving adequate consideration? ..............................................,........,......,........,........,..,.. .. .... 0 0
3, Did decedent own an "in trust for" or payabte upon death bank accounl or security
at his or her death? ..............................................................................,....,..........,....,........,. ..,0 0
4. Did decedent own an Individual retirement accounl, annuity, or other non. probate property?.... 0 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN
72 P.S. !i9116 (a) (1.1) (I) provided for the reduction of the tax rate Imposed on the net vatue of transfers to or for the use of the
surviving spouse from 6'10 to 3% for deles of death on or after July 1, 1994 and before January 1. 1995.
72 P.S. !i9116 (a) (1.1) (Ii) provided for the reduction of tha rale imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of dealh on or after January 1. 1995. The statute does nol exemol a trensfer to a surviving spouse
from tax. and the slalutory requlremenls for disclosure of assets and filing a tax return are still applicable even II the surviving spouse
Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Please answer Ihe following question by placing an "x" In the
appropriate space.
Old the decadent create a trust or similar arrangement which Is solely for the survlvln9 spouse's benef1l for his or her entire
lifetime? Yes 0 No 0
If you answered yes to the above question. the tax on the trust or similar arrangement Is postponed unlilthe death 01 tho second
spouse, at which time il will be fully taxable al the rale(s) applicable to the remainder beneficiary(ies). Enter the value of the trust on
Schedule J. Part II. in order to remove it from Ihe calculation of the tax due In this eslate. You may wish to file Schedule 0 In order to
make the election available under Section 9113. If the election Is made. the trust or similar arrangement is laxed In the estate of the
first decedent spouse. the portion of the trust or similar arrangemenl which benefils the surviving spouse Is taxed at tho zero tax rate,
and the remainder is taxed al the rale(s) applicable 10 the remainder beneficiary(ies), If you choose to make Ihe election. you must
aUach Schedule 0 10 a limely.filed tax return. along with Schedule(s) K and/or M in order 10 show Ihe apportionment of the trust or
similar arrangement between the surviving spouse and Ihe remainder beneficiary(ies),
fIfV,~(I'II,r)
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC,
PERSONAL PROPERTY
COMMOI<'M}.L TH Of PENNSYlVAfM
INHERITANCE TAX RETUR!'
R I NT NT
FILE NUMBER
ESTATE OF
FUANCES S. HERBS'I'
21-96-882
Includell1e proceeds 01 htigebon.nd the d.letho procoods were rooo~od by the e'lale All property JolnllYoOwn.d with Ihe right olsuNlvol1hlp must be dlsclosod on s<hl1lul. F.
2.
DESCRIPTION
Refund of patient account, Church of God Home
Veterans Administration, death benefit
VALUE AT DATE
OF DEATH
797.18
100.00
ITEM
NUMBER
1.
5.
Omega Bank, N.A., checking account # 154683
Omega Bank, N.A. Certificate of Deposit #008-1102033
Accrued Interest to March 16, 1996
Refund, Municipal Authority of Lewistown
1,738.21
5,568.26
8.53
20.00
3.
4.
TOTAL (Also enler on line 5, Recapilulalion) $
(If more space is needed.lnsM additional sheels of Ihe same size)
8,232.18
I(VlkNllt l'lI'J
.
COMMONWUUH Of PENNSYlVANIA
INHERIlANCf TAll: AETURN
IlUIDENT OECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
l'HANCES S. IIE1WS'I'
21-96-882
Joint 'onont(.).
_~._._._.. ...~_.____..______ __ _ __~ _ _om.
NAME
A. Robert II. Secrist
- ... - .--.,....--.-
RELATIONSHIP TO DECEDENT
Cousin
ADDRESS
264 Madison Avenue
Youngstown, 011 445114
Phone: 33ll-747-3624
B.
C.
Jolntly-ownod proporty:
ITEM LEnER DATE
FOR TOTAL VALUE DECD'S DOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET '!bINT. DECEDENT'S INTEREST
TENANT JOINT
1. A 1/30/85 Tract of mountain land in
Armagh and Decatur Townships,
Mifflin County, Po.
(See attached) ?,OOO.OO 50% 3,500.00
I
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TOTAL (Aho enler on line 6, Recapitulation) S 3,500.0ll
(" more space is needed insert oddi'ionol shee" 0' some sile}
I'IU.' "''''''1, '''',-d ,." .1.""....,I.'.""h_.II".".",1 10' l'twl..Ii...."I,n.
",nl, ",II 1-".11.11"". 1'.
(t;wplf'
UCb islJnbentutt,
.\/.I/If: 1'/1/: c./) '3diJ.... ~ ""V"( ----Januu~-------. in Iht Utar
"/"/jrl,/U"f/IlIl/'IIIl1/1,~llIIl/lIill,'/"'IIf//'l.1 Jnd ellJhty.five [1985J
m:nn:/.:.\' F1IANC[S S. IllRIISh a widow, o( the Borough o( Lewlstown,
Mlffllll Co~.~ty, Pellorylv.:ni.:, Pil:'tj',\." the f)r:;~ pat;, G{MHOR
AND
FRANCES S. IlERBST, or IcwlsLown, Pennsylvania, and ROBERT IlERRALD
SECRIST, of Youngstown, OhiO, as Joint tenants with the right and
'''''"'"' ., ,,,""",,,,,,,. ~jJjj7'"" '" "",,.. "'m"
Parties
IIfOu. .\1(',,1/11 11''''/,11'17',\''':.'\.'\1';1'11. tI/II/ tI" JIll;" 111I1"1 y._. .11 till' /i"lIt Im,.t, Il/rand;1t (,IIIlsidn.
11/'"'' ,,' 0... ,~II'" "I On(' Unlldr r. $1.00]--..--.....-....---.---...--......-------
.....---.--------......-.--------.----.....-----....-...----...-...~--...- Dolfu~.
fll/' ,,,1 WIltU!I III II,. I '"./nl S'lf/.,~ .., ..11/11 I if II /11I/11 ht:r-..... - - - -.. - - -........... - It',U and Indy
1",,,1 'ou ,Jr., """ '01"" Ipc '.r 1111 ot,rl"'" ;IIIrl "I .,",J 'wf"", I,~, ,..I'.IIi'Wl/J/l1 ""'jl~I'!'lIl thf1l~
I'" 1'I'1I1.~, "'1' ,,"j ill/ "./11"" ul i,. 111'1'1 "ll 1/I'I.'/lII/I'lI'dl/l'''. II as.. -... -...... - - .. -............ - ... - -urantf"d,
'""""ulff'l, "11/,', di",,,',I. "I.,'."tln/. II Ii ",'" ", "lIIl1"'/lI" 111/11 ""II/lImn/, 1.11111 b" thf"Nt' llrl'HI"lt" does
llrulll, IIIII'III1W, ~,'II. llti,.", . "/'.,IIT. ..tll'U,"', .'un",'!1 IIIII/"IlI'firm 1111111 till' lIuid ])url 1 es ullhc
1H,,.m/lJ'If/,'I. lhelr........- I/lI..~.j""'I/.'fS'JI"II, All THAT CERTAIN tract of mountain
lan1 \Ituat~ on Jack~ Mountain In Armagh and Decatur Townships,
MJfnln Co""ty, Pe",,!.ylva"ld, described more fully as follows:
BEGINNING at a pnlnL. In westerly line of land now or (ormerly
at .\"drew ~"artlell IIelrs, wllich IS SOUlll 351, degrees East 138 rods
fro~ d stOlle torrlrr !II J moulllain gap run: thence by said Swartzell
"e,r, 50llth 35~ deur.us East 150 rods to a post and stones; thence
bv '.011111.-1''' (oot of ,Jarks MOII"ta,,, and Sigler tract South 57 degrees
W."l .Il), rods 10 a IIllkory; tlll'"ce by samc South 46 degrees West
l4 1'".1'. to Jrork ",".; 1I11'llCt' b\ same South 45 degrees West 58 rods
to a IIlack OJk; Ih.-nr" dill' North 52.1 rods to stones: thence tiy
I."ltl "\I~ or form,,,'ly Slerlm~rth'4n degrees West 141 rods to
,111\11111; 11~;~IICl' by , 1\ldU~/.a I 0,.. or fortn~l'ly C: MJry Etl7~beth
ISwJt'1.'elll Snook hy "Ilt'" ,I" If), r Ilvlslon line North 63 degrees
i ,ht 117.~ rOlI~ rn"r(l or I\",~ It. the place of beginning,
;'lllI'III1II1IJ 1Ill III'rt". .11111 {'U "t!n:II\\~ WJlh .lllowance of Six percent.
HI INf. III,' ',lllllll1"'1I h,tll 01 tll., w(O~,tt?rll portion of a IJrger
II,\{: ...t~t'llIlpd ,Iuly t1. 1/'14 Itl 1I1l1 IIlllla' Of Jdmes Towne; also
'.'.Itl" Ill., ',111111,,'111 1.111 .11 ,,\ ~IO? ,10't' Jol! ,10 perCII' tract whiCh
! ;,. );'11'.\ :.w III "'11 dill 11"1 '.\111 \;,lIjlllt'l L. Swarllell conveyed to
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'1'1"11(11 pilI
ESTATE OF
ITEM
NUMBER
A.
1.
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(OMMONW(AUU 01 PlNN~Vl"olt~IA
INUUnAN(( ,.... R(JUlIN
R(SlOltH C(CfOIU'
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SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
I Ploa.o Prlnl or Typo
--FILf"NUMOER
I'HANCES S,IIE1WS'J'
DESCRIPTION
Funeral Expon...,
Barr Funeral lIollle, funeral services
I
B. Admlnl.lratlve Ca.I..
1.
2.
3.
4.
C,
1.
2.
3.
4.
5.
6.
7.
8.
Penonol Representativo Commissions
5acial Security Number of Personal Repro.entalive:
Year Commission. paid 1998
556-36=5312
Attorney Fee.
Family Exemption
Claimant
Address 01 Claimant at decedent'. death
5tree' Address
Cily
Relatian,hip
Slale
Zip Code
Probate Fee.
MI.cellaneou. Expense..
Check cleared after death
Cumberland Law Journal, advertising Letters
The Sentinel, advertising Letters
Flenniken Flenniken, P.C., account
ShermansDale Family Practice, account
Cumberland Ambulance Service, account
Register of Wills, filing Pa. Inheritance Tax Return
Dept. of Public Welfare, account
Reserve to file Account
TOTAL (AI.o ontor on line 9, Recapilulation)
(II more .pace I. no.dod. In.erl additional .h.." of .ame sl.e.)
21-96-882
, .. T AMOUNT
5,195.59
750.00
750.00
0.00
42.00
693.00
60.00
59.50
22.50
Ill.86
29.83
10.0ll
14,206.21
Ill4.llll
s
21,933.49
\om L or
F1U\NCES S. HU11l'>1
I, rronces S. Herbst, resldlntl ot 137 \-lest Louther street,
Carlisle, Cumberlond County, Pennsylvania, declare this to be my
last \-lill and hereby revoke all prior wills and codicils.
1. I direct thot oil my just debts, funeral expenses, grave-
marker and administrative expenses shall be paid from my residuary
estate as soon as practlcnbie after my de~th,
2. I direct that all inheritance, estate, transfer, success-
ion and death taxes of any kind whatsoever vlhich may be pnyable by
reason of my death shali be paid out of my residuary estate.
3. I direct that my property of whntever nature nnd wherever
situate be distributed as follows:
A. i leave the sum of $20,000,00 to the Board of Directors
of the Gettysburg Lutheran Theological Seminary, Gettys-
burg, Adams County, Pennsylvania, in memory of my late
husband, for the purpose of continuing the George Eichel-
berger Herbst Memorial SChoiarshlp Fund which is to be
used to aid worthy people wishing to enter the aforesaid
seminary and/or for the benefit of such undergraduate or
graduate students;
B, I direct that the remainder of my property be sold and
divided in equal shares between Robert H. Secrist,
Frances G. Johnson and Arthur G, \-Iright, Jr.
4, I appoint my nephew, Arthur G. \-Iright, Jr" as Executor of
this my last \-lill. If he should predecease me or cease to act in
such capacity, I name Frances G. Johnson to so serve.
5. The Executor of this will shall have the power to distri-
bute my estate in kind or in cash, or partly In either.
6. I direct that no Executor octing under this WIll shall be
required to enter bond in any jurisdIctIon.
of
IN WITNESS WHEREOF, I have hereunto set my hand this
.' I Ci t l ,1991.
~../ C {'':
:5 day
1
,
lAW OfFlClS OJ
rraflCes\ ~~. Herbst
EPHEN J. 1I0GG
E LOUTHER STREET
;ARLlSLE. PA 17013
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1998
JUnO 11
IIl.llll
Register of Wills, f1I1ng I'a. Inherltllnee Tax Return
Department of l'ubIle Welfare - totul due 14,2ll6.21
Amount available for payment on account
Arthur G. Wright, Jr., Administrator's commissions
Frey and THey, Attorney's fee
Reserve to file Account
504.110
750.llll
750.0ll
104.00
TOTAL DISBURSEMENTS
8,232.18
RECAPITULATION
Total Principal Received
Less Total Disbursements
Balance for Distribution
8,232.18
8,232.18
0.00
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
58.:
Before me, the undersigned officer, personally appeared Arthur G. Wright, Jr., Executor
of the Last Will and Testament of Frances S. Herbst, Deceased, who, being duly sworn according
to law, deposes and says that the foregoing First and Final Account and Proposed Schedule
of Distribution are true and correct to the best of his knowledge, Information and belief.
t'7/rtU\ ,-!//}L,...,I./Yl
Arthur G. Wright, 'Jr., Executor
Sworn to and subscribed before me
this ~3"J- day Of~..u1..- , 1998.
If~,-- j-(~r-
Il01AR1Al SEAL
KRISTA ~I~G_ ~OTAR1 PUBLIC
CARLISLE cu"'B(R~NO COUNTY PA
"'1 CD"'''',SS'O', E'~A[S JU~E 21 '991
..... ... .~..o-.....__
-2-
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{/-13'j-3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of INDIVIDUAL TAXES
UII:RlTlHC[ tAlC DIVISIDH
OCP1, 180601
HARRISIURG, PA 1711a-ObOl
NOTICE Of INItERITANCE TAX
APPRAISEHENT. ALLOWANCE OR aISALLOWANCE
Of DEDUCTIONS AND ASSESSHENT Of TAX
ROBERT M FREY
5 S HANOVER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-31-1998
HERBST
03-16-1996
21 96-0882
CUMBERLAND
101
PA 17013
AMount R...itted
C'
*'
1(..1..,11"'....."
FRANCES
S
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:iS'4i-EX-"Fij-fiiF9'7rNoYicE--cin-tiHEiiiTANCE-YAx-jiPPRjiisE'fiNj-,--"i.i-ciwANCE-ifli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HERBST FRANCES S FILE NO. 21 96-0882 ACN 101 DATE 08-31-1998
TAX RETURN WAS: (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Est.t. (Schedule A)
2. stocks and Bonds (Schedule 8)
3. Closely Held stock/Partnership Interast ISc~dul. C)
4. Hortgeuas/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FI
7. Transfars (Schedule G)
8. Total Asset.
) CItANGED
(1)
(21
(3)
(4)
(5)
(0)
(71
.00
.00
.00
.00
8.232.18
3,500.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule HI
10. Debts/Horto.o. LI.bilities/Llens (Schedule II
11. Total Deductions
12. Nat Valua of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ISchedule J)
14. Net Value of Estate Subject to Tax
21,933.49
.00
(11)
(12)
1I31
(14)
(91
(10)
HOTE: To insure proper
credit to your account,
subnit the upper portion
of this for_ with your
tax paYllent.
11.732.18
:>1 .9n 49
10.201.31-
.00
10,201.31-
If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allouot of Line 14 taxable at Collateral/Class B rate (17)
18. Principal Tax Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
DISCOUNT (tl
INTEREST/PEN PAID (-I
RECEIPT
HUIIBER
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00 X .00=
.00 X .06=
.00 X .15=
1I8)
.00
.00
.00
.00
.00
.00
.00
.00
. If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
( If TOTAL aUE IS LESS TitAN $1. NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" (CRI. YOU HAY BE DUE
A REfUND. SEE REVERSE SIaE Of TItIS fORH fOR INSTRUCTIONS.)
.. ~
.,,-
~ ,-,~
"
-,
h'
RESERVATION: E...tl' of dlcedent. dying on or bafor. Dec.~.r 12, 198: -- If any future Int.r..t In the ..tate 1_ tran,farrad
In pOII..,lon or enjoy.ent to cta.s . (collatarall beneflcl.rl.. of the decadent .ft,r the a.pltatlon of any ..tate for
11'. Dr for y..r., the Co..onw..lth ~r.by expre.sly ta..tvI. the tight to appral,. and a.,'" transt.t Inheritance tak..
at the l.wful Cla'l B (collatarnl) rata on any luch future Inl.r..t.
PURPOSE OF
NOTICE:
PAYKENT:
REFUND C CA ) 1
OBJECTIONS:
lOtI!"
ISTRATtVE
CORRECTIONS I
DISCOUNT 1
PENALTY:
INTEREST:
To fulfIll the requlr..ent. of SactJon Zl~O of tho Inheritance and [.tat. tax Act, Act 21 of 199~, 112 P.S.
s.ctlon 91.-.0),
D,tach the top portion of thl, Hotlcl and ,ubalt with your pay.ont to the Aegl.t,r of will. printed on the taver.. .Ide,
"."aka ch4tck or .on.y ord.r payable to: REGISTER OF MILLS, AGENT
A r.fund of a tax cr.dlt, which wa. not r.quest.d on the Tax P.turn, .ay b. r.que.t.d by co~l.tlng en "Appllcetlon
for R.fund of Penn.ylvenle Inh.rltanc. end E.tat. Tex" (REV.131]). Applicetlon. ar. .vaIIBbI. .t tho Office
of the R.gl.t.r of Will., any Df the 2] R.venu. DI.trlct Offlc.., or by calling tho .peclal 2~.hour
an.werlno ..rvlce nueber. for for.. ordering: In Penn.ylvanla 1-800-362-2050, outsld. Penn.ylvanle end
within loeel t!arrhburg erea (717) 787.8094, TOO' (717) 772.2252 IHearlng I.palred OnhJ.
Any perty In Int.r..t not .etl.fl.d with the apprel.e.ent, ellDwance or dl.allowance Df deduction., or .......ent
of tax I Including dl.count Dr Int.r..t) e. .hown on thl. Notic. .u.t obj.ct within sixty (601 days of r.celpt of
thit Notic. by:
--written prDt..t to the PA Depart..nt Df R.v.nu., Board of App.al., Dept. 281021, Ilarrl.burg, PA
-..l.ctlon to h.v. the .ett.r d.ter.lned at audit of the eccount of the p.rsonel r.pre..ntatlv.,
-.app.al to the Orphan.' Court.
17128-1021,
OR
OR
Factual .rrors dilcov.r.d on this e.......nt lhould b. eddr.lled in writing to: PA D.part..nt of R.v.nue,
Bureau of Indlvldu.1 lax.., ATTN: po.t AI...I..nt R.vlow Unit, D.pt. 280601, Herrllburg, PA 17128.0601
Phone (717) 787-6505. s.. pege 5 of the booklet "lnltructlonl for Inh.rlt.nc. Tex Return for a R.sldqnt
Decedent" IREY-lS0l) for an .xplanatlon of adelnl.tratlv.ly corr.ctable error..
If eny tax due I. paid within thr.o (3) cal.ndar .onth. eft.r the d.c.d.nt's d.ath, III flv. perc.nt (5X) dl.count of
the tax p.ld Is .llowed,
The ISX tax .ane.ty non-participation p.nalty I. coaput.d on the total of the tax and Inter..t .......d, and not
paid before January 18, 1996, the flr.t day aft.r the .nd of the t.x ..no.ty p.rlod. lhl. non-participation
penalty I. appealeble In the .a.. .annar and In tho the .... tl.. p.rlod .. you would app.al the t.x and lnt.r..t
that has b..n .......d .. Indlcat.d on thl. notlc..
Int.r..t I. ch.rg.d beginning with fir.t day of d.llnqu.ncy, or nine (9) .onth. and on. II) day fro. the date Df
d.eth, to tho date of pay..nt, Taxe. which b.c... dellnqu.nt b.for. Januery 1, 1982 bear Int.r..t et the rat. of
.Ix 16XI p.rcent per annue calcul.t.d et a dally rat. of .000164, All tax.. which b.ca.. delinquent on and aft.r
Janu.ry I, 1982 will b.ar Int.r..t at a rat. which will vary fro. calendar y.ar to cal.ndar y.ar with that tate
announc.d by the PA D.part..nt of R.vanu.. Th. appllcabl. lnt.r..t tate. for 1982 through 1998 ar.:
!!!! Inter.st Rat. Dally Intere.t Flletor :!!!! Int.r..t Rat. Deily Inhr..t Fector
1982 lOX .000548 1987 OX .000247
19&3 16Y. .0004S8 1988-1991 IIX .000301
19M llX .00OSOI 1992 .~ .000247
1985 U~ .00n56 1993-1994 n ,000192
1986 lOX .000274 1995.1998 .~ .000247
--Int.r..t I. calcul.ted .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notlc. I..ued .ft.r the t.k becoaa. d.llnquent will r.flect an Int_r..t calculation to flft..n (15) d.y.
beyond th. date of the ........nt. If pey..nt I. .ade aft.r the Int.r..t c08Putatlon date .hown on the
NoUn, additional Inter..t IN.t be celcul.ted.
STATUS REPORT UNDER RULE 6,12
N~me of Decedent:
Frnllces S. Herbst
D~te of Death:
March 16. 1996
Will No.
Admin. No, 21-96-882
Pursu~nt to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the ~dministration of th~ above-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: by the end or 1998.
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.
Date: April 15, 199R
yC/lvvt )'t, -J\ 7
Signature
- ,
Robert M. Frey
Name (Please type or print)
5 S. Hanover St., Carlisle, P A 17013
Address
(717) 243-5838
Tel. No.
Capacity:
Personal Representative
, . ~ :
(HAH:rmf/AM3)
X Counsel for personal
representative