HomeMy WebLinkAbout96-00946
PETITION Hm PIu>nATE and GHANT OF LETTEHS
Nil, ____2.1:!lf>-::_'g..lj:~
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III,m k"",,'" 11' __,____________'_,._ ...,-,--
Rc~blcr Ill' Will\ for Ihc
Cllllnl)' Ill' _.-C_lIInbcrlulId_ ill Ihc
CUlI1l11unwctlllh of IJcnl1syl\'ullin
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S"dlll St'",,,it)' N". ___lH,~J)li::055J_-
Thc pClilillll Ill' Ihc 1I11dcr,igllcd rcspcclfllll)' rcprc'clll\ Ihal:
Yllllr pClilillllcr(,), whll b/mc 1M )'cal\ of a~c ur oldcr anlhc cxcclluix
inlhc lasl will of Ihc ahow dcccdcnl. dalcd JUIllL21,
and codici\(s) dmcd _ nonc
namcd
, 19..ll!.-
1\1it1L' rcll'\illll ,,:ir,III11\I;IlIa:C'\, ('.~. rClIlIlldatiulI, tk',nll nl C\l'culnr, ell,',)
Dcccndcnl was domicilcd al dcalh in Cumbcrland CoUlII)'. Pcnnsylvania. whh
h er lasl f(Unil)' or principal rcsidcncc al ~uldJl!Ulli:'~ Walnut Bottom Rood,
-Carlisle, I'll 1 7m 3
(Ii\t \treel, nUl1Ihcr lIllll I1Ullldp.IIiI).)
November 4,
.19 96
Dcccndcnl.lhcn 93 vcal\ of agc. dicd
'II Thornwald Home, Carlisle, Po.
Exccpl as follow,. dccedcnl did nOlmarr)', was nol divorccd and did nol have a child born or adoplcd
aflcr cxccUlion of Ihc will offcrcd for probalc; was nollhc viclim of a killing and was ncvcr adjudicalcd
incompclcnl:
Dcccndcnl al dcalh owncd propcrl)' whh cSlimalcd valucs as follows:
(If domicilcd in Pa.) All pcrsonal properl)'
(If nol domiciled in I'a.) Pcrsonal propCrlY in Pcnnsylvania
(If nol domiciled in Pa.) Pcrsonal properl)' in COUlll)'
Valuc of rcal eslale in Penns)'I\'illlia
shualcd as follows:
$
$
$
$
unestimated
WHEREFORE. pelitioner(s) respeelfull)'
prcsentcd hcrewilh 'Illd the grant of lelters
Iheron.
requeSl(s) the probale of the last will and codicil(s)
testamentary
(lC\lamcnlary; admini\lf<1linn c.l.a,; mlminimalion d.b.n.c.I,",,)
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LOIS A. Cromer
1590 Boilinlt Sprinlts Rood
Boiling Springs. P A 17007
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 88
COUNTY 01' CUMBERLAND
The pelilioner(,) abo\'e-named swear(s) or affirm(s) thai the statcmcnts in the foregoing petition arc
\ruc and correCI to Ihe besl of Ihe knowledge and bclicf of pctilioner(s) and thai as personal rcprescn-
lali\'e(s) of Ihe abo\'e dccedcm pelilioner(s) will well and Irnly adminiSler Ihc cslale according 10 law.
sworn. 10 or a,ffirmcd atld subscribed .{
bet'ore me Ihis 18TH day of
~~. ~ir'~l'Qber, t: 'l~ 9.6t-: .
;(11' . .1'(u....") fe, 1/j/'r 1:rr-~~~r( .
: Mary C. Lewis, Rt'Ri,wer (
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LAST WILL AND TESTAMENT
OF
FLORA (I, McBRIDE
I, Flora G. McBride, widow, of 527-B South West Street in the Borough of Carlisle,
Cumberland County, Pennsylvnnia, being of sound and disposing mind, memory and
understanding, do hereby make, publish nnd declare this ns and for my Last Will nnd Testament,
hereby revoking and making void any nod all Wills by me 1lI any time heretofore made,
I. I direct my hereinnfter named E"ecutors to pny all of my just debts and funeml e"penses
ns soon after my death as may be found convenient to do so.
2. I direct that all inheriumce, estate, tnlnsfer nod succession ta"es, including interest and
penalties thereon, which may be lawfully assessed by reason of my death, shall be paid out of the
propeny which would otherwise become n pnn of the residue of my estate. I hereby waive on
behalf of my estnte any right to recover any plll1 of such !lUtes, interest or pennllies Ihereon, from
any person, including noy beneficiary of insumnce on my life nod anyone who may have received
from me or from my estate any propeny which is ta"able as a pan of my estnte.
3. All of the rest, residue, and remainder of my eSlate, real, personal, and mi"ed, and
wheresoever the same may be situate,l give, devise, and bequeath as follows:
A. One hulf (1/2) to my daughter Lois A. Cromer, her heirs nod assigns, provided
she shull survive me by a period of ninety (90) days, but should she fail to so survive me then to her
husbnod Richard H. Cromer, his heirs and assigns, provided he shall survive me by a period of
ninety (90) days, but should both of them fail to survive me by a period of ninety (90) days then to
such of their two children, Carol Gordon and Barbara Morrow, their heirs and assigns as shall
survive me by a period of ninety (90) days, but should either of them fail to so survive me then the
share such deceased grnodchild would have received shull pass to such of his or her issue as shall
survive me by a period of ninety (90) days, and if there be no such issue the same shall lapse and be
added to the share of the other grandchild so surviving or that grandchild's issue.
B. The other one half to my son, Robert T. McBride, his heirs and assigns,
provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me
then to his wife, Virginia C. McBride, her heirs and assigns, provided she shall survive me by a
period of ninety (90) days, but should both of them fail to survive me by a period of ninety (90)
days then the same shall lapse and be added to the share provided for my daughter, Lois A. Cromer,
as set fonh above.
3. I hereby nominate, constitute and appoint my daughler, Lois A. Cromer, as E".:cutri" of
this my Last Will and Testament, but should she fail to qualify or cease serving as such, then in
such event I nominate, constitute nod appoint my son, Roben T. McBride, as E"ecutor of this my
Last Will and Testament, but should he fail to qualify or cease serving as such, then in such event I
nominate, constitute and appoint my son-in-law, Richard H. Cromer, as E"ecutor of Ihis my Lasl
Will and Testament, but should he fail to qualify or cease serving as such, then in such event I
nominate, constitute and appoint my two gmndchildren, Carol Gordon and Barbam Morrow, or
either of them as co-E"ecutrices, and I funher direct that none of them shall be required to post any
bond to secure the faithful perfonnance of his or her dUlies in the Commonweallh of Pennsylvania
or in any other jurisdiction.
4. I have made no provision herein for the children of my deceased daughter, Isabel
Blocher, not because of any want of affection for them but because I am satisfied they are already
sufficiently provided for.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament written on one page this 21st day of June, 1991.
,-
/J--/;- , ,1 " \
Flom G. McBride
Signed, sealed, published and declared by FLORA G. McBRIDE, Ihe Teslatri" above
named, as and for her Last Will and Teslament, in our presence, who, in her presence, at her requesl,
and in the presence of each other, have hereunto subscribed our names as nllesting witnesses.
/1/" N-,-,d.--=----.(SEAL)
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21 - 96 - 946
REGISTER OF WILLS OF CUMllHHI.AND COUNTY
OATil OJ.' SUnSCRIIIING WITNESS
Hobert M. Frey lInd Hobert a. Frey
codicil
(each) a subscribing wilness 10 Ihe will presellled herewllh, (each) bcing duly qualified according 10
law, depose(s) and say(s) that they werc prcsenl and saw
Floro G. Ml'Rrldc,
Ihe Icslal rlx . sign Ihc salllC and Ihal they cnch sign cd as a wllness atlhc
request of leslat~ in h~ prescnce and (inlhc presence of each olhcr) (inlhc presence of Ihe
other subscribing wllness(es)).
14'1:'t....( - In. ''7-- fl.Jo-r
Sworn 10 or afliFlllcd and subseribcd before -t
mc Ihis 18TH day of Robcrt M. FreY(Namc)
19 hi 55, Ilnnover St.. CnrIlsle. PA 17013
!- 'lvJrt~I' ~J.. (Ad~) A ~7
RelllSler I U \, ,-,-y ~ c~
Robert a, Frcy (Name)
5 S. Hanovcr St.. Carlisle. P A 17013 (
(Address)
REGISTER OF WILLS OF COUNTY
OATH OF NON-SUBSCRIBING WITNESS
leslat_ of (one of Ihe subscribing witnesses (0) Ihe
lhal
presenled herewilh and
codicil
believes lhe signature on Ihe will is in Ihe handwrlling of
10 Ihe besl of
kno\\'ledge and belief.
Sworn 10 or affirmed and subscribed before
me Ihis day of
19_
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(Address)
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I DNo. AA
1851 00 COMMONWEALTH OF PENNSYLVANIA
I DIPARTMENT OF REVENUI .
OFF(CIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
'*'
'""" U 1'-'"
ACN
ASSESSMENT P:'
CONTROL ~
NUMBER
AMOUNT
RECEIVED FROM:
D
\01
.3.494,10
LOIS A CROMER
1~90 BOILING SPRINGS
BOILING SPRINGS, PA
RD
17007
ESTATE INFORMATION,
~ FilE NUMBER
Ii 21-\996-0946
II NAME OF DECEDENT (LAST)
II DATE OF PAYMENT
B POSTMAR
COUNTY
SSN 174-05-0:557
(FIRST) (Mil
DATE OF DEATH
II TOTAL AMOUNT PAID
&':1 1110b. ,n
.
REMARKS
LOIS A CRUMER
, /,
RECEIVED BY ,,'U, , I ,', ,... ,/ ..",~/
/ I $tGNATURE / .l-
I ;"/ I'.'" "'t.,
.' 4......""1.,.11. .','-
MARY C. LEWIS
REGISTER OF WILLS
SEAL
CHECKIl 15
REGISTER OF WILLS
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BUREAU OF INOIVIOUAl TAKES
IHltlPIUNC[ lAX DIVISION
DI-PI, ;IObOl
ItAAAISBUAG. PA 11118'0.01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INII!RITANCE UK
APPRAISEHENT, ALLOWA,ICE OR OISALLOWANCE
OF DEOUCTIONS AND ASSESSHENT OF TAK
ROBERT M FREV
5 S HANOVER S1
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
CDUNTY
ACN
P.\ 1;013
r
l.:.J
09-09-97
MCBRIDE
11-04-96
21 96-0946
CUMBERLAND
101
Anaunt Renltt.d
1l;1~
.It.lh'" &1'111."1
FLORA
G
J
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALDNG THIS LINE I~ RETAIN LOWER PDRTION FOR YOUR RECDRDS ~
iiE'v:i5cii-Ex-"FP--ioi-:97Y"NoYicE--ciTYNHERiTANcE"i'-Ax-jippRA-isEHENT-;-"i.i."OWANCE-O-li-----------------
DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE t1F MCBRIDE FLORA G FILE ND. 21 96-0946 ACN 101 DATE 09-09-97
If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and lB will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Lina 14 at Spousal rat. (15)
16. Anount of Lina 14 l...ble at lina.l/Class A rat. (16)
17. Anaunt of Lina 14 taxable at Collate,..al/Cl... 8 rat. (17)
18. Principal Tax Due
UK RE';URN WAS: (X I ACCEPTEO AS FUEO
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DN: ORIGINAL RETURN
1. Rool Estoto ISchodulo AI III
2. Stocks and Bonds (Schodule 8) (2)
3. Closaly Held stock/Pldn.,..shlp lnt.,..ast (Schedule C) (3)
4. Hortgagas/Not.. R.c.l~.bl. C~ch.dul. OJ (4)
5. Cash/Bank Deposits/Hi.c. Parsonal Property ISchedule E) 15)
6. Jointly Owned Property ISchedule F) 16J
7. Transfers ISchedule GJ (7)
8. Total Assets
APPRDVED DEDUCTIDNS ANn EXEMPTION~:
9. Funeral Expensas/Adm Costs/Misc. Expanse. ISchedule HJ (9)
10. Dobh/Hodg.g. 110blJ,IU../llons ISchodulo 1) 1101
11. Total Daductions
12. Het Value of Tax naturn
13. Charitable/GovernMantal Baquest, ISchadule JJ
14. Hat V.lue of Est.te Subject to TaK
NDTE:
TAX CREDITS:
PAYHENT
DATE
01-22-97
RECEIPT
NUHBER
AA185100
OISCOUNT 1+1
INTEREST/PEN PAID (-)
165.57
I CIIANCEO
.00
.00
.00
.00
18.638.20
35.992.59
6,616.07
181
6,056.58
.00
Ill)
112)
113)
(14)
.00 K .00=
55,190.2B K .06=
.00 K .15=
I1BI
AHOUNT PAlO
3,494.10
TDTAL TAX CREDIT
BALANCE DF TAX DUE
INTEREST AND PEN.
TDTAL DUE
NOTE: To insure proper
credit to your account,
subnit tha upper portion
of this forn with your
tax paynent.
61.246.86
6.0~6 ~8
55,190.28
.00
55.190.28
.00
3.311.42
.00
3.311.42
3,659.67
348.25CR
.00
348.25CR
. IF PAID AFTER OATE INDICATED, SEE REVERSE
FOR CALCULATION OF AODITIONAl INTEREST.
IF TOTAL DUE IS lESS TIIAN .1, NO PAYHENT IS REQUIREO.
IF TOTAL OUE IS REFlECTEO AS A "CREDIT" CCR), YOU HAY BE DUE
A REFUND. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION: [It.t.1 of decad.nt. dying on or b.for. O.c..b.r 12, l,a2 -- If any future Int.r..t In the .It.t. I. tr.n.flrr.d
In po.I..llon or .njoy..nt to CI.,I I (coll.'.r.l) ban.flcl.rl.. of the d.c.d.nt .ft.r th. ..plr.tlon of any ..t.t. lor
Ilf. or lor y..r., the Co..onw..lth h.r.by ..pr.l.ly ra..rv.. the right to .ppr.I'1 end ...... tr.n.f.r Inh.rltanc. T....
.t the I.wful CI... I Ccoll.t.r.U r.t. on .ny .uch luture Int.r..t.
PURPOSE OF
NonCE I
" '
, '-'
To fulfill tha r.qulr...nt. of S.ctlon 21~0 01 the Inh.rltanc. end E.t.t. Ta. Act, Act 21 ~, 1'95. (72 P.S.
S.ctlon 91~O).
PAVItENTI
D.tach the toP portion 01 thl. Hotlc. and .ub.lt with your pay..nt to the Rlgllt.r of will. prlnt.d on the r.vlr.. .Id..
...."ek. ch.ck or .on.y ord.r p.y.bl. to: REGISTER OF MILLS, AGENT
REFUND (CR):
A r.lund 01 . t.. cr.dlt, which wa. not r.qulltad on the T.. R.turn, ..y b. r.qua,t.d by ~o.pl.tlng an "Application
lor R.lund of P.nnlylv.nla Inh.rltanc. and E.tat. Ta." (REV-1313). Application. Ir. avallabl. at the Offlc.
01 the R.gl.t.r of Will" any 01 the 23 R.v.nue District Olfle.I, or by c.lllng t~. .p.cl~1 2~-hour
an.w.rlng s.rvle. nuab.r. for fora. ord.rlng: In P.nn,Ylvanla l-aaO-]6Z-Z0S0, out.ld. P.nr.ylvanla and
within local Harrl.burg ar.. (717) 787-809~, TOOl (717) 77Z-Z2S2 (H..rlng lapalr.d Only).
OBJECTIONS: Any plrt, In Int.r..t not ..tl.fl.d with the .pprals...nt, allowanc. or dl..llo~.nc. of d.ductlonl, or ...I...lnt
of t.. Clncludlng discount or Int.r.sU .. Ihown on this Notlc. au.t objact within ,hety (60) day. 01 nc.lpt of
this Notlc. by:
--wrltt.n protalt to the PA Dapart..nt of Rlv.nua, lo.rd of Appaal., O.pt. 211021, Harrl.burg, PA
--.I.ctlon to have the .attlr d.tlr.ln.d at audit of the account of the p.r.o,.1 r.pr.l.ntatlv.,
--app..1 to tha Orphanl' Court.
17121-1021,
OR
OR
AINtIN
ISTRATtVE
CORRECTIONS:
F.ctual .rror. dl,covlr.d on thl. ........nt .hould b. addr..I.d In writing tal PA O.p.rt..nt of R.v.nua,
Bur..u 01 Individual T...., ATTN: Po.t A.......nt Ravl.w unit, Oapt. 210601, Harrl.burg, PA 17128-0601
Phon. (717) 717-6505. s.. pag. S 01 the bookl.t "In.tructlon. for Inharltanc. Ta. R.turn for. R..ldant
O.c.d.nt" (REV.ISoI) for an ..planatlon of .dalnl.tratlv.ly corr.ctabl. .rror..
DISCOUNT:
If any t.. due I, p.ld within thrl. (]) c.l.ndar .onth. .ft.r the d.c.dent.1 d..th, . flv. p.rc.nt (SX) dl.count of
the t.. p.ld h allow.d.
PENALTY:
The ISX t.. ..na.ty non-participation p.nalty I. coeput.d on the tot.1 of the t.. .nd Int.r..t .......d, and not
p.ld b.for. Janu.ry II, 1996, the flr.t day aft.r tha and of the ta. ean..ty parlod. Thl. non-participation
panalty I. app.alabla In the .... .ann.t and In tha the I... tl.a p.rlod .. you would app..1 the t.. .nd Int.r..t
that ha. baan .11....d al Indlcatld on thl. notlc..
INTERfSTI
Intar..t I, charg.d b.glnnlng with flr.t dRV of d.llnquencv, or nlna (9) .onth. and ana (1) day fro. tha data of
da.th, to tha data of ply.ant. T.... whiCh baca.. dallnqu.nt b.for. Janu.ry 1, 1912 b.lt Int.r..t at the rat. of
,I. (6X) p.tcant p.r annu_ c.lculatad .t . dally r.ta of .000I6~. All t.... which hac..' dallnqu.nt on and alt.r
January I, 1912 will baat Int.r..t at . rat. whiCh will vatv fro. calandar y.ar to cal.ndar yaar with that rata
announcad by the PA O.p.rt.lnt of Ravanu.. Tha .ppllcabla Intarl.t rata. for 1912 through 1997 ar.:
'!!!! Int.r..t Rata Oally Intar..t F.ctor :!!!! Int.ta.t R.t. Dally Intar..t Factor
I98Z 20X .ooOS~8 1987 'X .0002li7
19U I6X .00DUI 1981-1991 llX .000301
1911i llX .ooonl 1992 'X .ooo2U
1985 UX .0003S6 1993.199~ 'X .000192
1916 lax .00027~ 1995-1997 'X .0002'7
--lnt.ralt I. calculated .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
__Any Notlca I..uad .ftar the tax baco..1 d.llnqu.nt will r.fl.ct an Int.ra.t calculation to flft..n (15) day.
bayond the data of tha .,.a...ant. If p.y..nt I. .ada aft.r the Int.r..t co.put.tlon data .hown on tha
Notice, .ddltlon.l Int.r..t ...t b. calculat.d.
PAY"EN1' I
D.tach the top portion of thl. Notlc. and .ub.lt with your pay..nt .ad. payable to the na.. and addr.11
printed on the revlrl. .Id..
If RESIDEH1' DECEDENT .ak. ch.ck or .on.y order payable 10: REGISTER OF WILLS, AGENT.
If HON-RESIDENT DECEDENf .ak. ch.ck or .oney ord.r payable tal COHHONWEALTH OF PENNSVLVANIA.
REfUND CCRII A r.fund of a ta. credit, which was not requ.lted on thl 1ax R.turn, a.y b. roquelted by coapletlng an
"Application for Refund of PannsYlvanla tnherltanca and E.tate fax" (REV-ISISI. Applications ar. aVIII.bla .t
the Office of tha Ragl.tar 0' Willi, any of the 2S Revanua Dlltrlct Offlca. or 'roa tha Dep.rtaent'. 24-hour
an.werlng .arvlce nuabar. for 'oras ordlrlngl In Pennlylvanl. 1-800-362-2050, outsld. Pennlylvanla
and within local HarriSbUrg araa (111) 181-8094, fOOl (111) 111-1151 (He.rlng tapalr.d only).
REPLV TOI
aualtlons r.gardlng .rrors contained on this notice .hould b. addr.l.ed tOI PA DIPert.ant of R.vanua, &uraeu
of tndlvlduel 1'.XII, AfTNI Post A.le..aent Revlaw Unit, Dept. 180601, Harrllburg, PA 11128-0601, phon.
(1111 181-6505.
DISCOUNT:
If .ny t.x due Is paid within thr.a (SI calandar .onth. after the dec.dant's d.ath, a flvl perc.nt (5~) dllcount
of the ta. paid I. allow.d.
PENALlY I
Tha 15~ ta. aan.lty non-participation penalty II co.put.d on the total of the t.x and Intlr..t ..I.I..d, and not
paid b.'ora January 18, 1996. tha first day aftar tha end of the te. ..na.ty parlod.
INtEREST:
tnt.ralt I. chargad beginning with flr.t day of d.llnquancy, or nln. (9) aonth. and one (I) day fro. the data 0'
d.ath, to tha data of pay.ant. Ta.11 which baca.a d.llnqu.nt blfora Januery 1, 1981 baar Intarolt at tha rata of
.1. (6~) p.rclnt par annu. celculat.d at a dally rata of .000164. All taxa. which baca.. d.llnquant on and aftlr
January 1, 1982 will b.ar Intar..t at a rata which will vary 'roa c.lendar ylar to c.llndar y.ar with th.t rata
announced by the PA a.part.ent of Rlvanu.. fh. appllcabla Int.r..t r.tel 'or 1981 through 1998 aral
V.ar tntara.t RBt. D.lly Int.r..t factor
V.llIr
tnt.r..t Rat.
D.lly Intlralt factor
1982 ZO~ .000548 19111 .~ ,000241
19113 16~ .0004311 191111-1991 1I~ .000301
1984 11~ .000301 1992 .~ .000241
19115 13~ .000S56 1993.1994 1> .000192
19116 10;( .000214 1995.1998 .~ .Oaa2ltl
."Int.r..t It calculat.d .. followll
INTEREST = BALANCE OF TAX UNPAIO K NUHBER OF DAYS OELINQUENT X OAILY INTEREST FACTOR
.-Any Notlca 1.lu.d aftor the ta. b.co... d.llnquant will rlfl.ct an Int.ra.t calculation to fifteen CISI dey.
bayond tha deta of the ........nt. If pay..nt I. .ad. aftar the Int.r..t co.putatlon data .hown on the
Notlea, addltlon.l Intlr..t MIlt b. calculat.d.
,,~:$}(\
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lHPAltlMUH 0' R('w'OlUl
D(P'110MI
IiAIIAI~IURG. PA 11118060 I
Ol(lVH4 .~ t4"MIII"~I, I Ill!.', "'Hl MIOllll 1'0111"11
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
rOA DATlS or DIATH AnlR 12/31191 CHICK HIAI
Ir A SPOUSAL ,
POVIAT.!CAIDIT ISCLAIMID I I
rill NUMBIA
AIV I~OO n. I' Q"I
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MeUltlDE, FLOnA G.
!lOCIA' !.((UI11y tWIr,lIlIl.------- ._~ IUAu-oi lijj"il'"- ---IUAU'O! -ill fit
_! 62-22-070]______ __ ,N~V._4!19196Jnn._18'u1003
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[X 1. Original Return [ 1 2 Supplemental Return
[] 4. limited Eslale
rX 6
1l1(lllltH'\tOM'IIH "OUIIS\
21-96-946
(OUIHY CODE YEAR
NUMBER
'111Orllwuld Home, 442 IVulnut Bottom nd,
CurlIsle, PA 17013
c~~('"~U,~~~~,~~~~r~~':U("Oii'J _~~~_:===-=
Remainder Return
Ifor dot., of deolh prior 10 12.IJ.821
feld.ral Esrote To.. Return Required
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f ~J.so fulure Inlerell Compromhe
(for dates of dealh after 11.11.021
Docedent Died Testale LJ 7. Decodent Mainlained a living Trult
IAllach copy of Will) (Allach copy of TrUll)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
N"MI (OMPIIH MAiliNG ADDIIU
Frey und Tiley 5 S. Hanover Street
""'HO'" "UM'" Curlisle, )> A 17013
243-5838
J 3
[J s.
.L8
T 0101 Number of Safe Deposil OaA's
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1. Real e,tate (Schedule A)
2. S'oc~, and Bonds (Schedule BI
J. Closely Held Slod/Partnership Inleres' (Schedule CJ
.s, Mortgagel and Nole' Receivable (Schedule OJ
5, COlh, Bonk Depo,its & Miscellaneous Personal Properly
(Schodulo E)
6. Jointly Owned Properly (Schedule FI
7, Tronl'ers (Schedule GJ (Schedule l)
8. T 0'01 Gran Aue" Ilotal lines 1.71
9. Funeral Expenso., Adminillralive COlt I, MiscellanoouI
E.-.pense, (Schedule HJ
10. Deb", Mor'goge liabililiel, liens (Schedule II
11. Tolal Deductions (10101 lines 9 & 101
12. Net Value of eltale lline 8 minuI line 111
13. Charitable and Gavernmenlal Beque," (Schedule JI
14, Nel Value Subject '0 TOA (line 11 minus line 13)
15. Spousal Tranlfers Ifor dole' of deolh oher 6,30,94)
See Instructions for Ar,plicoble Percenlage on Reverse
Side. (Include value I rom Schedule K or Schedule M.I
16. Amount of line 14 'aAable at 6% role
(Include values from Schedule K or Schodule M.)
17. Amoun' of line 14 10.1. able 01 15% role
(Include valuel from Schedulo K or Schedulo MI
10 PfincipalloA due (Add lOA ham lines 15, 16 and 17)
19. (,.di.. SPOU':' Po::~:~r.di' +~:~t~~~lif""
- -'~'-~'-'----
---'-'-"---~-'~____''''_n.._~
(8) ______ 61,246.86
(II)
(12)
(13)
(14)
___~~~_6~!__
551190~2_l!_
(I)
(2)__________,_,__
P)
14) _____ _____nn___,
(S 1
__18,lL3..8-,_2!l___
(6) ,~5.J ~J!~_. 59 ,___
( 71 ____l1.,.l3_1.6~~?___
(9)______~_,05~~.!l___
(10)
(IS)
x,
_5_5,!..!l~._2~_
,3,3lJ,_1;!____ '
(18)
(19)
(20)
3,659.67
348.25
_ ___ _55,190.28
(16)
x 06 =
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE sii,EAND iO-lliiCHECKMATH'-;~C..( --"--'"--
Under penalrilH of perjury, I declare thaI I hove e..amined Ihi, r('lurn. including accompanying schedule, and stal(lmenh. and 10 the bell 01 my Ic.nowledge and belief.
il is true, correct and complele I declare Inat 011 roal tnlole has bUfln reported nltful! morlc.el value Declarotlon 01 p,ppoter olher than the perianal reprelentative il
bOled on 011 informa!j~n of whic~_prt'~~~~~~~.~~,~~r.k_n~~.....I"e~gf!. ._.. ___~ . _. __._,.. ~_.,._ _ _,.._____.. __ _ __._.______._____.
!It(;NAIUII Of PlISOt. /lU'O'~~181f 1011 flIIN(, I' TUllrl A(l!;;!'.l" - . - - --- - - DA"
-"'":. c,.-:- (: .,_ "-, , . 1590 Boiling Springs Rd., Boiling Springs, 1'1\ 17007 May-" I , 1997
~iG:;:;"TU-iiOIPDfiA~oit.-,i '..4'r~-tfr'i!ll-t.(Af,\1 A['r~I"" ""'" - o",t" ____.__~_____ "_
-__r"'~1"'''''''.)I\' 'h'~l 5 S, HlInover St" CarliSle, l'A 170 13 Mu~_ ~ 1!1!J!l7
(171
x 15 =
Discounl
+ _ ,1,65&7
Inlerl!~'
20, If line 19 is graoler thon lino 18, enter the difference on line 20. This il the OVERPAYMENT.
iii r:x...:r:T:I1Iil'II..I.'l'I'.'..'.I;''III.Jt'101!...nlT'r":'r.~.'l'l'I.'l'J"'~'.h.I;I'1
11 If line 18 is greate, Ihan line 19, enler the differenco on lino 21 This il the TAX DUe.
A Enler the interful on th!' boloncr du!' on line 21A.
8 Enter the '0101 af line 21 and 21A on line 21B. fhi, il Ihe BALANCE DUE.
Mall. Ch.ck Pavabl. 'a: R.gls'.r of Will,. Ag~~!!.~_u_~_~___m_"~__,____~ __~
(71)
121AI
(2IB)
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COMMONW,AUH Of PfNN$YlVANIA
INHUIfANCI TAX lnulN
laslDINT DIeIDINT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Ploa,. Prinl or Ty .
FilE NUMBER
ESTATE OF
, (All prop.rtv lolntly<ow".d with Ih. Righi of Survlvonhlp mUll b. dllclol.d on Sch.dul. FJ
,
;.
,
ITEM DESCRIPTION VALUE AT
NUMBER DATE OF DEATH
1. Balance Dauphin Deposit Bank C/D # 8000091127 9,674,79
Accrued interest to November 4, 1996 11.33
2. Balance Dauphin Deposit Bank Checking Account #0058484841 4,414.11
Accrued interest to November 4, 1996 2.37
3. Balance Dauphin Deposit Bank MMA #094231877 3,019.67
Accrued interest to November 4, 1996 3.75
4. Penn Treaty, nursing home insurance 266.67
5. Penn Treaty, nursing home insurance 271. 25
6. Blue Shield check 130.20
7. Elwood Gardens, security deposit refund 543,66
8. Insurance refund, Old Guard 40.00
9. Blue Cross/Blue Shield check 130,20
10. Blue Cross/Blue Shield check 130,20
FLORA G, McBRIDE 21-96-946
TOTAL (Also onlor an lin. 5, R.ca ilulalianJ S 18,638.20
(Alfoch additional BY." )( II" Shllh if more 'pace i, nlld.d.)
D"'lJl'llI"" f)II'n'lJ """"to. ANn TNU'I CI )MI'''N~', , '''NNI\1I1 INI;, 1'1 NN"~'I \lM"'I"
"Ata No 2 of 2
1.. Frey & Ti ley
I'A_I
Name: Flora G. McBr'ide SSN: 174-05-0557 000: 11/04/96
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Accoun t No.
Type
Date Opened
or Issued
Date Closed
or Matured
094231877
00602023
------------------------ ------------------------ ------------------------
Insured Money Market
Safe Deposit Box
------------------------ ------------------------ ------------------------
01/09/84
01/11/44
------------------------ ------------------------ ------------------------
11/13/96 (Closed)
12/04/96 (Closed)
Date of Death
Balance $3,019.67
------------------------ ------------------------ ------------------------
PLUS
Not APPlicable
------------------------ ------------------------ ------------------------
Date of Death
Accrued Int. $3.75
Locat ion:
Carl isle Office
Joint C>.mers
(if any) None
------------------------ ------------------------ ------------------------
Date of Joint
C>.mership
-------------
0,' Lois A. Comer
------------------------ ----------.-------------- ------------------------
01/11/44
------------------------ ------------------------ ------------------------
------------- ------------------------ ------------------------ ------------------------
Special Conrnents: N/A
Addthan.l ,nform.t,an 'V.,labl. .t $:?O.OO Oer '>our. One hour m,n.mum.
Date Prepared: December 10, 1996 Prepared by; Cheryl A. Bowe,'s
Customer Management Illfo"mat ion Dept. CO'I!)
Telephone No, (7:7) 255-2054
.,'~-- 'T
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.........'1"..' . J SCHEDULE F
COMMONWUUH Of 'INNS"VANI. JOINTL Y -OWNED PROPERTY
INHflllIA.NCl 'A. RfTURN
RUlDfNf DlCEDENt
---- --'--'---'-..
I
- ._-----.. ---.---.- -.-- --------.
ESTATE OF
FLORA a. McBJUDH
FILE NUMBER
21-96-946
Jain' '.nan'(,),
--.----. .----.------
-._,-~._-
NAME
A. Lois A. Cromer
ADDRESS
1590 Boiling Springs Jload
Bolling Springs, PA 17007
-,..--.-.
RELATIONSHIP TO DECEDENT
Daughter
B. Robert T. McBride
2113 Turtle Creek Drive
Tequesta, FL 33469
Son
c.
Jalnlly'awn.d pfap.rty.
ITEM LETTER DATE
NUMBER FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF
JOINT OF ASSET % INT. DECEDENT'S INTEREST
TENANT JOINT
1. A&:B 12/6/94 Dauphin Deposit Bank Certificate
of Deposit #8100411972 60,944.44 1/3 20,314.81
Accrued interest to 11/4/96 1,927,26 1/3 642,42
2. A&:B 1/7/92 CoreStates Certificate of
Deposit #900212092-1700236 20,403.02 1/3 6,801.00
Accrued interest to 11/4/96 59,62 1/3 19.87
3. A&:B 1/7/92 CoreStates Certificate of
Deposit #900212738-1700244 24,571.66 113 8,190.55
Accrued interest to 11/4/96 71.82 1/3 23,94
I
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TOTAL (Also enter on line 6, Recapilulotion) S 35,992.59
(1/ more space ;s needed insert addilionol sheels o( some size)
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IEY.ISID EX. 17.121
COMMONWfAlTH Of PfNNSYlVANIA J
INHUIfANCf TAil: RnURN
'f$IDENI DECEDENI _ _~
SCHEDULE uG"
TRANSFERS
ESTATE OF
----~'~j:r[fNuMBtR'~-=-~-~-
FLORA G. McBRIDE
21-96-946
THIS SCHEDULE MUST BE COMPLnED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEn IS YES.
,
I
ITEM TOTAL VALUE DECD. DOLLAR VALUE
DESCRIPTION OF PROPERTY EKCLUSION I~ OF DECEDENT'S
NUMBER OF ASSET INTEREST
-
-
1. One-half interest of Lois M. Cromer, daughter
of decedent, In CoreStates Savings Account
#1414217343 opened 10/7/96, In the amount
of 12,611.99
Accrued Interest to 11/4/96 4.08 1/2 =
12,616.07 3,000.0 6,308.0' 100% 3,308.04
2, One-half Interest of Robert T. McBride, son
of decedent, in CoreStates Savings Account
# 1414217343 opened 10/7/96, in the amount
of 12,611.99
Accrued interest to 11/4/96 4,08 1/2=
12,616.07 3,000.0 6,308,0. 100% 3,308,03
-_J_ -
TOTAL IAha 11'11., ~I'l.!!n!_~~ Rlcapitulationl S 6,616.07
~---_.-
(II more .poc. ;, n..d.d in'lrl additional .11..,. 0' lame I'"")
11..1110 IX. 17.111
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COMMONWU.UH O' 'ENNSYlVANIA
INHUlrANCf 'AX .nUIN
.[SIDtHr DECEDENf
J
SCHEDULE "G"
TRANSFERS
ESTATE OF
-'..-::~:'-'~;-'-~~"':':'.-FItE-N:ut;rBER:'::~';~'::':"~:"::=:"--::~-::----'7~_
FLORA G. McllRIDB
21-96-946
THIS SCHEDULE MUST BE COMPLnED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF 'HE COVER SHEn IS YES.
ITEM TOIAI VALUE DECO, DOllAR VALUE
NUMBER DESCRIPTION OF PROPERTY EKCIUSION Of ASSET % OF DECEDENI'S
__JtU.__ INTEREST
=
1. One-half interest of Lois M. Cromer, daughter
of decedent, in CoreStates Savings Account
#1414217343 opened 10/7/96, In the amount
of 12,611.99
Accrued interest to 11/4/96 4.08 112=
12,616,07 3,000.0 6,308,0 100%
2. One-half interest of Robert T. McBride, son
I of decedent, in CoreStates Savings Account
#1414217343 opened 10/7/96, in the amount
of 12,611.99
I Accrued Interest to 11/4/96 4.08 1/2=
12,616,07 3,000.0 6,308.0 100%
3,308.04
3,308.03
---L____~
TOTAL (Aha Inti' ~n.~n_!J. Recapitulation) S
'If more 'poc. is "..dld inllrl additional sh..ts 01 lome lin_}
6,616,07
"
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COMMONW(AlHt 01 P(NN~VlVANIA
INIUIIUANCf lAI UIUIfN
RUIDfN1 DECfDENt
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
"" L_ PI~~lIe Prln' or Tvpe
FILE NUMBER
PLonA G. McUHIDH
21-96-946
.__1
ITEM
NUMBER
A. Funeral bpon,..,
DESCRIPTION
AMOUNT
I.
GeorgeN' Plowers, funeral spray
Lois Cromer, reimbursement for funeral luncheon
84.80
100.00
B.
I
Admlnl,trallve Ca,'..
Porsanal Representative Commissions
Social Security Number 01 Personal Repre,entatiue:
Yeor Commissions paid 1997
162 - 22 - 0707
2,01l,68
I.
2.
Attornoy Fees
2,011.68
3.
Family Exemption
Claimant
Address 01 Claimant at decedent's death
Street Address
City
Zip Code
Relationship
State
4.
C.
I.
2.
3.
4.
5.
6.
7.
8.
Probate Fees
48.00
Ml,ceUaneauI Expense..
Register of Wills, I short cerU fi co te
Check cleared after death
3.00
18.93
40.00
18.47
Belvedere Medical Center, account
Philip D. Corey, M,D., account
Orthopedic Surgery of Carlisle, account
11.41
Carlisle Hospital, account
25.00
Carlisle Community Ambulance, account
690.00
Thornwald Horne, account
492.74
TOTAL (Also enter an line 9, Recapitulotian)
(If mall 'pace I, noedod, Inser' additional ,ho.', of 'amo ,I.e.)
5
...
\
0.00
SCIlImUI,H II
I'UNHIlAL HXPI,NSHS,
ADl\IlNIS'l'llATIVH COSTS AND
MISCm.I.ANHOUS HXPHNSHS
(lAGH 2
ESTATE OF
FLOHA G. McBHIDE
I'II.E NUMBER 21-96-946
AMOUNT
ITEM DESCHIPTlON
NUMBER
13, Internal Revenue Service, 1996 Personal Income Taxes
72,87
75.00
25,00
154,18
41.00
9. Emerald Drug, account
10, Carlisle Memorial Service, engraving grave marker
11. Carlisle Hospital, account
12. Thornwald Home, medical expenses
15. Register of Wills, filing Inheritance Tax Return
16. Reserve to file Account
7.82
15,00
14. Lois Cromer, reimbursement for postage
110.00
TOTAL
6,056.58
(Ii
I
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Florn O. McUrlde
Date of Death:
November 4, 1996
Admin, No.
21-96-946
Will 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:
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 X .
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 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 attached to this report.
Date:
Dec. 30, 1998
('G1t"'-'-{ -)..,.
signat.ure
-')-.,
Robert M. Frey
Name (Please type or print)
5 S. Hanover St., Carlisle, PA 17013
Address
L..!!y 243-5838
Tel. No.
'.5:':
CapacilY:
Personal Representative
X
counsel for personal
representative
(MAH: rmfl AM3)