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Home My WebLink About97-00077 ,b-. ~ ,~ \ ~ CD '& 1;; ~ . 0, z PETITION FOil PIWnATE line! GHANT (W LETTEI~S ,..",_<:>?J::.'iI~ IT...,_.. /::\'1(//1' (~I Will LilllI_ I'. (; I"'";()II 11/,\'0 kIlOWIIII,' ...,,,....-..'- No, To: ,,,,,_,.....,. __ ,,,..__,,,,,..._....,,_,.. RCidsler of WIII~ for the .__.._...._..._".,.. ,.,,_ '", .',., ._" /)l'cl'II,\('d, COUllly of "C_l"'IX.'rl'.lI~I_.,_,. In the Socill/ Security No, ,~2!t,:,lQ_:!i.1"(2L.",,__,.,,,._ Commollwelllth of I'ellllsylvllllill The pelllioll of llie IIl1dersiglled respeelfully represellls thlll: YOllr pelillollel(s), who IslIKK I H yellrs of IIge or older ulllhe execllu.:,Uc,_,.,c._____,____, nlll11ed In the IlIsl will of Ihe IIbove deeedelll, dllted _,,_.___.._,_____,_;Ilj.!Y_2"'___,__, 19..Ji.L and eodleil(s) dilled ..ll9 cQQ:jg,j)s __________,_____.__,..,.._______ --~-_.~-~--_.~------- ----_._--~._-_... (~lnlc rclcvnnt cirCuIllstullCC5, e,g, renunclnllollt dcnlh of C)(ccUIOr, ell:,) Decendenl WIIS domiciled III death in Cwnborlond hi" IlIsl fllmily or principal residellce at -..-l3,...Altc.t:a_ Road. 'l'ownsh!lli_[(:orlislgl, PA,,17013 (liSl slreet, 1111111br.r and mllllcll'alilY) County, Pennsylvania, with WQst pCIUlsboro Dccendenl, Ihell___]SJ___ years of IIge, died _,__PQQmIXJr J1,--_. , 19...2L__, lit CarliskllospitaL......_____ ---' Except II' follows, decedent did noll11arry, WIlS nol divorced IInd did nol have II child born or adopled lifter exeenlloll of Ihe will o(fered for probllle; WIIS nolthe vielim of II killing IInd WIIS never adjudicated Incompetent: !12...."'x.copt.,l.Ons,,____ ' _ 0-- Decendent III delllh owned property wllh estlmllted vlllues as follows: (If domleilcd ill I'a,) All personal properly (If not domiciled In Pa,) Personal property in Pennsylvania (If not domiciled in Pa,) l'er30nlll property In County Value of relll estllle In Pennsylvania situated as follows: None $.-1llLOOO.OO _ $---- $ $ WHEREFORE, petitloner(s) respectfully presentcd herewith and the grant of lellers theroll, rcquest(s) th~ probate of the last will and codieil(s) Tcstamcn t.ary (ICSlllmcntllry; ndlllllllslrntloll cot,n,; lldm;nlMrnllon d.h.lI.c.l,n.) ~ 'II 5 'tl~ .~ ~ '"1 'tl," 'I ~. .'5 le: .0 ~ Vi ~~.~e1{:~41fi?7 33 Alters Road Carlisle, PA 17013 --1717) 243-7608 OATH Ole PERSONAL REPRESENTATIVE COMMONWEALTH 011 I>ENN, SYLVANIA,}' ss COUNTY OF _ CIJ!1BJ2RT}\ND ,____ rhe pelllioner(s) nbove,nnmed swem(s) or at'flrm(s) thallhe slatements In the foregoing petition arc true nnd correello lhc best of the knowledge nnd belief of petitioner(s) and that as personal represen- talive(s) of Ihe above decedent pelilloncr(s) will weiland tmly administer the eslate according to law, Swom to or afl~'J"ed alld subscribed ~ r:t!-l'.-:"d~.~~../.(/./'--n..--/_ '" before me Illis ...._: ')________,..., day Of~ ... -r A.!J9cla M. Gleason ~' SJJJ...._~'.Cl.nu~i}y~.il__ ,.,., - I 'hJ!.2-.. I F---' ~ JI/f(;.-. 1:" l::c ~~ ~J!,/ylJlf3.~I"f(\ ' pl.y..---.--- ~ 6- 15 G - /;f , ^ {I-,-___..______. --------- 2 No. -Z.l=.21-77 Estate of WJ.I 1.1,1111 P. C 1 OiIl,OI1 ...--...-- _I f)cccllscd DECREE OF PROUA TE AND GRANT OF' LETTERS AND NOW ,Januarv 27. 19..2L, In consideration of the petition on the reverse side hereof, satisfactory proof hllving been presented before Ille, IT IS DECREi:lO thatlhe Instrulllent(s) dated ,July 7, 1995 described therein be admitted to probate and filed of record as the Inst will of William P. Gleason and Letters 'l'cstamcntarv arc hereby granted 10 Anqela M. Gleason FEES $ 40.00 Prqbate, Letters, Etc. ,."",.. Shorl Certiflcutes( 1) ,.,.""" $ 1.00 - Renunciation)" " " " " " "" $ x-pages I/o $ 6.00 JCP " 00 TOTAL _ $ ;., Flied . ~.~':'~rx .?7..,~m..,..., ,~4 :P0.,. Can~ II.ttorney on January 26,1997 9rhvw c , ~~ ~H J&:JdJJ,1;) -z:r Register 01 Wills 'Mary C. LewIS (! ~~~~ A1TORNEY (Sup, Cl. I.D, No,) Edward L. Schorpp, Esq. (17495) 36 South Hanovcr st.. Carlisle. PA 17013 ADDRESS (717) 243-3727 PHON!! ~~" ~ :xl :I! CD {"'f' ro ('J " ({' fJ !"J ~ F.' ,;~ il> ;. f!; /1 c) ~ , , ~) ;c- o ~_ ~ \0 I. :J2 i,\ fj;' 0 :':1 -. (Xl LAST WILL AND TESTAMENT OF WULIAJolL OLE1;llQJI I, WILLIAM P. GLEASON, a legal resident of West Pennsboro Township, Cumberland County, PennsylvanIa, being of sound and disposing mInd, memory, and understanding, do hereby make, pUbU,sh, and declare thIs as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. expenses, assets of FIRSTI including my estate I direct that all my just debts and funeral my grave marker, shall be paid from the as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRDI I bequeath those articles of my household furnishings, personal effects, and personal property as set forth in a separate memorandum, which I intend to sign and keep with my copy of this Will, to the persons named in that memorandum. FOURTH: I devise and bequeath t,he residue of my estate, of every nature and wherever s1tuate, to my wife, ANGELA M. GLEASON, provided she shall survive me by thirty (30) days. Should my wife, ANGELA M. GLEASON, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate, of every nature and wherever situate, to my children, equally, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shares for my other children. FIFTH: I nominate, constitute and appoint my wife, ANGELA M. GLEASON, Executrix of this, my Last will and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said ANGELA M. GLEASON, I nominate, constitute, and appoint my daughter, MARY K. JEWETT, Executrix of this, my Last Will and Testament. I hereby relieve my Executrix or her successor from the necessity of posting security in connection with their duties as such in any jurisdiction in which they may be called upon to act, insofar s I am able by law so to do. r1;~~- / initials ~ t $~6 fa) Name of Decedent: William p, Gleason Date of Death: December 12, 1996 Will No,: 21-97-0077 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: Feblllaty 3, 1997, . Name Address Angela M, Gleason, 33 Alters Road, Carlisle, Pennsylvania 17013 Notice has now been given to all persons entitled thereto under Rule 5,6(a) except: None.. Date: ;>~ 3~9.7 ~~~-- Edward L. S horpp, Esquire 36 South Hanover Street Carlisle, Pennsylvania 17013 (717) 243-3727 l"'\ "5 If ...... R o~ ~ .~) 0.. .,.J d () l"'\ I "'I :u (r) ffi ~'! () -" .fl "'- j& , .ci P' "'a ~ Capacity: _ Personal Representative .1L Counsel for Personal Representative , \ I",f) / ,\i' IIEV.! ~OO fX ~ 1l.Q.41 /.J.- INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWIAlIHO' 'INN~YIV^,"^ (TO BE FILED IN DUPLICATE 21 _ '_)-7 _ (-)077 DfPARlMENl O~ REVENUf. ll^""itr:~, ~~n:"_0.01 WITH REGISTER OF WILLS) COUNTY COOl VlAR NUMBUt ---,-- OICl;';l:;:M~~~T '~S~;I;;~~ 1N;:'~n------------- ,- '-1(1~~)IN:~;r~~~I;fl:~R~':d ____~.____d_..__~ ---- i iocIA'lhfdjAIIv NUM.fll:"-' ~ ~.. --- - IDA-H Of DfAIll !UAIf 0' 8111111 Ca r 1 i s 1 e I P J\ 1 701 3 ~ _~,2B:.:)~~_~_t6Q_,__ __ I?1L2/96 1/26/26 C,""[ Cumbet:l!ll!d n_ ,_ _,__ ______:___I"~.;.(;.~;';~:~:::'~'~_~~I~".~~" "'1'1'" ,,,,,..,, _ J";;';I;~I;I~~';M~';:r _ ~M;';~;:';';_~': ;_~'~_'~I:NlI__,___ w [?Q 1. Orlglnal ROlur" L"l 2, Supplomonlal R.lum r-j 3. Remainder Relurll :lIl:;VJ - (for dolOI of dfltllh prior 10 12:.1J.82j Mff~ [14. limited ElIot'" lJ 40. future InltHel1 Compronllul [Is. Fedoral e"ole Tal( Return Roquired ~li!;j liar dole. 01 denth aile, 12-12-82) ~ KJ 6. Decodenl Died Tellol. [] 7. Dececlenl MaintaIned a livIng Trull _ a. Tolal Numbor of Sufe Deposit BOKtn IAUoch copy 01 Willi lAUnch copy 01 Trull) ~_._..____u_ AUCORRiSPONIJENc.:E AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI---' V,.... NAME ---. TOMP'ET! MAIliNG ADDIH!J5 .--------. - --- .,ili i:ili1 tl't~H~.?t~~M8i;,,~chOrP-PLJ;:.I3Sl-'.c--_------~'--'-h 127 West High Street n_~:__ -.J1J.lc-L2A3-",~~!j"B Lea r 1 i s 1 e, PAl 70 1 3 ~vt\ 20, If line 191s greater than line 18, enrer tho dilferenca on line 20. Th;. iJ the OVERPAYMIiNT, liD Ched( here if you me. requosting 0 rofund of your ovorpoyment. - ~ 0- :5 ~ bl .. 1. Real E.tole ISchedule AI 2. Slo(~' and 80nd. ISched,le 81 3_ Clo.ely Held StocklPartnorlhlp Intere'l ISchedule CI 4. Morlgoge' and Note, Rocelvoble (Sch(Jdule D) .5. Cosh, Sank Depo,jh & Mhcellaneous Personal Prop(lrly (Schedule E) 6, Jointly Owned Properly (Schodule F) 7. T,anll"'ISchedule GllSchedule L) 8. Total Gron Aneh (tolalllnu 107) 9. Funeral EKpenles, Admlnlllrative COliS, Misc.ellaneous Expenses (Schedulo HI 10. Debl', M,ortgage liabilities, lie", (Schedule I) 11, T 0101 Oed,"lon. Itolol Line. 9 & 101 12. Net Volue of Estato llino 8 minus line 11) 13. Charitable and Govarnmenlot Bequests (Schedule J) 14. Net Voloe Subl'" 10 To, (lioe 12 mlnUlllne 131 15. SpoUlol Trans/e" (lor dot.. 01 death alter 6.30.941 See Inltructions for Applicable Percentage on Reverie Side, llnclude value, frO'l\ Schedule K or Schedule M,) 16, Amount of line 14 tOJl;oble at 6% role llndude vatuel from Schetdute K or Schedule M.l 17, Amounl of line 14 tOKable al 15% rare llndude values from Sthedule K or Schedule M.l 18. PrlncipallaK due (Add to)!; from line, 1.5, 16 and 17.) IQ, Credit' Spou$ol Poverty Credir Prior Payments '" Cl S ~ '" Cl U S + --~_._-_._---- ;:,-:. /'j"( (/ FOM OATIS 01 DEATH AnlR 12/31191 (HICK HIRE II A SPOUSAL POVERn eRlDIT_IS CL~IM.D II PIll NUMalR 11 I _______,_,.NQneL____ ( 2 I ,___.__n2_7_f..L9_;;~QJL_,n 131 ___-----1!one_____ I 4 I _,__, _____None__ _______ 15 I _______NQne__________ 161 _________J,),QJ],lL.,_ 17 J _____tLlilliL-_,__,_ 181 _-'72,959. M.._,______ (9)__,NanR (101 ____ll.Qne ---D_.JlQ..,______ 272.959,_0..6____. None , _______h__ 272,S59.06 115) 272,959.06 (11) (121 (13) (14) ..QQ.. ___~~OO _______ 116) ___________,,__. .06. ______,____1Ld)Q.__ (171 ____,_____'____Uh_X ,15: ------__-0-..0.0__ (1 ~I ------Q.&Q-----___ DilCount + ._._-----~.--.-_..__. - Inlerosl (191 (20) 0.00 ________MO____.__ ______J1~_Q_n__ 0.00 0.00 0.00 ._-_.__._._~ ..-- 21. If line 18i, greator Ihon line 19, enter Ih6 difference on lino 21 This i~ rho TAX DUE, A. Enler the inlor8,t on the boloo'lCe duo on line i.IA 8. Entor the lot(ll 01 Uno 21 oncl21A online 218. This j, Iho BALANCE DUE. .......~,~.~!._~.~_~.~.~,~~~~~!~.~~ _~~_Oh~._f..~!_~~I.~~.'. .t.~._~t . (2-1) 121A) (2 t 81 DATE _t..21?~~..7__ DAn __ /-?~:2~-2Z_ Act '48 of 1994 provid.. for the reduction of the tax, rot.. Impotld on the net value of tronde,. to or for the Uti of the 'POUII. The ratel a. prolcrlbed by the statute will bll e 3% (.03) will be applicable for eltat.. of decedentl dying on or aft.r 7/1/94 and before 1/1/96 e 2% (.02) will be applicable for Gllatel of decedenll dying on or aft.., 111/96 and before 111/97 e 1% (.01) will be applicable for ellate. of docedenll dying on or after 1/1197 and before 1/1198 e Spoulal tranafen occurring on or after 1/1198 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (V-l IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: a, retain the use or income of the property transferred, ......................................,..............., b, retain the right to designote who shall use the property transferred or ih income, ""'"'''''''' c. fotain 0 reversionary interest; or ......,",......"""...,.".."..............,,,,,.........,.......,.....,,,...,, d, receive the promise for life of either payments, benefits or care? ...................................,.., 2, If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer properly without receiving adequate consideration' If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate considerotion? ".........., '''''''''''''''''''' .........., ,.... ........ ......, ""..", ...... ......,.......... .. 3, Did decedent own an 'in trust for' bonk account at his or her death'"-........................".......... YES ,!iC,t X X X X X X X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .. ~- , , . LhST WILL hND TESTAMENT OF WILLIhM.-L-._9..t.EMOt<{ !, WILLIlIM P. GLElISON, a legal resident of West pennaboro Township, Cumberland County, Pennsylvaniai being of adund and disposing mind, momory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, horeby revoking all other wills and codicils heretofore made by me. FIRST: expenses, including assets of my estate I direct that all my just debts and funeral my grave marker, shall be paid from the as soon as practicable after my decease. SECOND: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. THIRD: I bequeath those articles of my household furnishings, personal effects, and personal property as set forth in a separate memorandum, which I intend to sign and keep with my copy of this Will, to the persons named in that memorandum. FOURTH: I devise and bequeath tho residue of my estate, of eVOI:y nature ilnd wherever situate, to my wife, ANGELA M. GLEASON, provided she shall survive me by thirty (30) days. Should my wife, ANGELA M. GLEASON, predecease me or die on or before the thirtieth day following my death, I devise and bequeath the residue of my estate, of every nature and wherever situate, to my children, equally, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to his or her issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shores for my othor children. FIFTH: I nominate, constitute and appoint my wife, ANGELA M. GLE}\SON, Executrix of this, my Last IHll and Testament. In the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of the said ANGELA M. GLEASON, I nominate, constitute, und appoint my daughter, MARY K. JEWETT, Exocutrix of this, my Last Will and Testament. I hereby relieve my Executrix or her successor from the necessity of posting security in connoction with their duties as such in any jurisdiction in which they may be callod upon to act, insofar s I am able by 1 aw so to do. ./;/,'~' ( / /0;. Ir.... , //;//;1; , ~ f.' ini ~ialS FAH~E8TOCK /j,fTABLIJII/j/J INNI Hlllllo,lock dl CO, /IIC, /O/S Mlllllma Road Worlllloy.bllrl1, /'A /7043 (717) 763-8200 (800) 722.2294 (717) 76.1-1 76.~ FAX Mambo,. of All Pr/llef/lalf.:xcllollllo, March Hr 1997 Landis Black & schorpp ATTN: Edward L. Schorpp 36 South Hanover Street Carlisle, PA 17013 RE: William P. Gleason (Deceased 12-12-96) Angela M. Gleason Dear Mr. Schorpp, Please find below the date of death valuations you requested for Mr. and Mrs. Gleason's holdings as of 12-12-96: Public Se rv. Elec & Gas Co. changed name to: 105 shares Public Servo Enterprise Group Inc. 27 1/2 199 shares Chase Manhattan Corp. 86 '7/8 72 shares Equitable Co. inc. 23 7/8 60 shares Niagara Mohawk powe r Corp. 9 5/8 74 shares Central Hudson Gas & Electric 30 1/8 321 shares Ma ttel r Inc. 31 656 shares Quaker Oats 36 384 shares Bristol-Myers Squibb Co. 108 3/4 AIIRP GNMA & U.S. Treas. owned 1,070.743 shares on 12-12-96 at 15.06 per share with total value $16,125.39. Alliance Muni Inc. Fund PA Portfolio Class C owned 2,379.300 shares on 12-12-96 at 9.96 per share with total value $23,697.83. Founders Mutual Fund owned 14,070.682 shares on l2-l2-96at 8.21 per share with total value $115,520.30. USAA Investment Management Company needed a letter from Mrs. Gleason which was mailed so she will get the information directly from the company. The following securities are being held in a joint account with Fa hnestoc k: 100 500 330 shares Exxon Corp. shares Time Warner 8.875% PFD shares Uni Marts Inc. 94 1/2 25 1/4 6 1/4 FAHNE.STOC[( II.~TA/l/.IS/lI1D 1881 Fullfw.llock & Cu, IIIC, 1015 Mumma Huml Wurmley,bu'R, I'A 17013 (711) 763-8200 (800) m.2294 (717) 763./76H"AX Members of All Principal Exchange, page 2 Landis Black & schorpp March 14, 1997 Total Value on 12-12-96 40,000 Hempfie1d PA Sch Dist GO Zero CPN Due 8-15-2000 $33,848.80 18, 00 0 Lasalle Lake View C/O 6.85% due 2-22-1998 $18,000.00 20,000 Moon Area Sch Di.st PA Due 5-15-1999 $17,935.80 20,000 Signet Bank C/O 6% due 5-15-1998 $20,000.00 5,COO Valley View Sch Dist FA Ser A Zero CPN Due 4-15-1997 $ 4,882.55 5,000 Valley View Sch Dist PA Ser A Zero CPN Due 4-15-1998 $ 4,681.90 10,000 valley View Sch Dist PA Ser A Zero CPN Due 4-15-1999 $ 8,962.10 10,000 U.S. Treas. Notes 6.875% due 8-31-1999 $10,213.00 10,000 U.S. Treas. Notes 7.25% due 2-15-1998 $10,156.00 If you need any further information, please don't hesistate to call me. Sincerely, ,~\C~. patrick K. Myers Vice president PKM/1o RECEIVED MAR 1 7 199/ Landis Black & Schorpp , ' .. Estate of: Gleason, William p, CONTINUATION SCHlmULE Continuation of Schedule () item l'>cscripllnll tlnil vlIluc ^ltr,nlllh~ Vlllu~' _'\1 dale ur (kath or numher For sCl,'uriill;'~1 giye CLJSII' lllllllhcr, jf llvnilllhlc j:;ch II nI E YUIUnllon dale Allcmlllcvaluc llllllfunl t1cdu~llhk nnlv} 9, AARP GNMA & \],S, Trensu/'y Mutual $16,125.39 Fund: 1,070,743 shn/'es III $15,06 pc/' shnre, Schedule 13, Item 9, by Will, 10, Allinnce Muni.lne, Fund PA Portfolio Clllss $23,697,83 C: 2.379,300 shllres III $9,96 per shllre. Schedule B, Item 10, by Will. II. Founders Mutual Fund: 14,070,682 shares $115.520.30 lit $8,21 per share, Schedule H, Item II, by Will, 12, USAA Investment Management Company: $1'1,508,10 1,650,885 shares at $10,59 per share. Schedule B, Item 12, by Will. TOTAL $272, 959 ,06 PURPO'E l>F NOTICEI PAVMENT I To lu14111 thl rlquIr..lntl of SICtlon 1.14& (b) of thl Inheritanct and E,t,t, TIM Act, Aot i!:l of 199&. (7t. P,S. Slotion 91411. Detaoh thl to, portlon of thit ,.,.,tiCI and Il,Ibl1t with your pIY.lnt to tlUl R.,Jttlr of Willi printed on the rl..,lr.. lid,. .- Hike chick or 1I0nlY order pIYlbll tOI REGISTER OF MILLS, AGENT. REFUND (CRll A refund of . t'K crldlt ..y bl rQqu..tld by oOMPI.tlnt an "Applloatlon for R,fund af Pennlvlvanta lnhlrihnol Ind ENhtt TaM" (RE~.un). AppllcIUonl ute l"aHobl. It thl Offlo. of thl Rluhtl,. of WJUs, any of thl 2S R.venuI Dhtrlot affln.. or frail thl Dlpart'.nt'. 24-hour anlwlring ..rvlu nUltblt. for "or.. orarl",l In Pannlvlvlnla 1"800-362-2050, ouhldl Plnnlylvtlnla find within 10011 HI,.,.ltburg It.. (111) 787-8094, TDDI (71') 772-Z252 (H..rina IMp~lrod Onl~). OIJECTlONS, ADMIN- ISTRATIYE CORRECTIONS I PENAL TV! INTEREST: An~ p.rty in Inhr..t not uthfhd ,litn tn. lu......nt of tlue I' .hown 0:"1 thh notic. .IIY obj.ot within tlMt~ (60) day. of r.c.lpt of thl. Notice b~1 -'."'rUtlln proto.t to the PA D.part,.nt of R,vlnu., Board of App..lI, D.pt. 211021, Harrhbura, PA 17128-1021, OR --.haUng to have the ntt.r d.t.r.ln.d at ludH of thl plr.oMI rlpr...ntatiy., OR uapPI.I to th. orphan,' Court. factu"l .rror. dl.oovorld on thl. ...a....nt .hould b. .ddr....d In writing tal PA D'Plrt..nt of R.v.nue, aUrlllU of Individual raK", ATTN: Po.t Au.....nt R.vl.w Unit, Dapt. 280601, Harri.oorg, PA 17128-0601, Phontl (717) 787-6505. S.. pa~. 5 of the bookllt "In.truction. for Inh.rUancI TaK R.tyrn for a R.lidMt Decad.nt" (HEV-ISOl) for an oMplanatlo~ of ad.lnl.tratlvllY oorrlotabl. orror.. The lS~ taK aen..ty non-participation Plnalty 1. cD.~utod on the total of th. taK and Intlra.t .......d, and not paid b.fero January 18, 1996, the flr.t day afhr tha Ind of the taK awm..t~ plrlod. 'rhl. non.partlcipeUon plnfllty I. app..labll 1n the .a.. IIIlnn.r tmd In thl the .... tille periOd a. you would Ipp"l the taw .nd Int.r..t that ha. bun .1II....d aft indicat.d on thh noUe.. For dat'l of d..th on or aft.r 10-3-91, P'nn.~lvanla E.t.to TaK ba..d on tha Fad.ral E.tat. TaK return b.eo... dolJnqu.nt at the 'Kplratlon of nln. (09) Month. frOM the dati of death, Fat dlt.. of d.ath prior to 10-5-91, P.nn.ylvanl. E.tata TaK b...d on tha F.dlral E.tatl TaK r.turn b~co... d.llnqUlnt at the filKplratlon of elght..n (18) Month. frol th. date of d.ath. Taxa. wkloh bocar~ d.llnquent b.~or' January 1, 19&2 b..r Intor..t at the rat. of ,iK (6X) p.roant par ~nnUl calculatad at a dall~ rat. of .000164. All t'XII which b.o... d.lInquent on ur aft"r J"nll.r~ 1, 1962 will bear Int.r..t at a rat. which will v.r~ frOM oal.ndar ~'Ir to cal.ndar ~.ar with that rat. announc.d by the PA Dlperhant of Ravenue. Th. appl10able Intlrlllt ratu for 1982 through 199" ar'l VIII.r Inbr..t Rate DailY Int.rs.t Faotor V.ar lnt.rut R.t. D811~ Int.rut Factor 198Z ZOX .000548 1917 OX .0002"7 1911 16X .000451 198&-1991 11X .000SOI 1914 11~ ,000101 1992 .~ .000241 1915 15% .000556 19'Jl~1994 7% .0001.2 1916 10~ .000214 1995-1998 .~ .000U1 --Intera.t 11 oaloulat.d .. followll INTEREST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -~Any Notlol lUlled "ftlr the \ex bleo... dlllnquent will raUact an Interl.t oalculatlon to flftHn (111 dlW' blyond the data of the ~'ae....nt, If pav..nt 1. ..da .ft.r the Int.r..t cOMput.tlon dlt, shown on the NoUOI, addlUonal Int.rut lIU.t b. caloulttsd. ~ /" 15 --I.> ?> ';',7 BUREAU OF INDIVIDUAL TAMES INHEIUTAMCE TAK DIVISION OEPT. ZaU601 HARRlsaUAD, PA l712b-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INltERITANCE TAM APPRAISEMENT. ALLOWANCe OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAK 03"23-98 GLEASON 12-12-96 21 97-0071 CUMBERLAND 101 [~_~_~::-:~~=~~~th~__ ] MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ilii Ii': is;'-i" Eif" AFii" foij:97T"iloi'"icE" "OF"i:"NHEif i;: AiicE" 'fAx" i,PPR'A"i sEME'N'f; ",\L.1."ri'wAi,icE. (ili." --" ---'' -"..""",," DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILl.IAM P FILE NO. 21 97-0077 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN EDWARD L SCHORPP 127 W HIGH ST CARLISLE ESQ PA 17013 ESTATE OF GLEASON TAM RETURN WAS, (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST " SEE REV~RSE APPRAISED VALLIE OF RETURN !lASED ONI ORIGINAL RETURN 1. R..l E~tat. (SGh.dul. A) 2. Stockll .nd Bt/nd_ (Schedule B) 3. Closely Held stoQk/Plld"er.h1p Intlr..t (S\)hedule C) 4. Hortgage./Hot.. Raoalvab1. (Schedule D) !i. Cash/Bank DapClsi h/Hhc. P.rsonel Property (Schedule E) 6. JQintly O"n~d Property (Schedule f) 7. Tr.ns1.rs (Schedule G) e. Total Auet. CHANGED III (2) (S) (4) (5) (6) (7) -.J!..ll. 272.959,06 ,00 ..Q.Q.. ,00 ...Q.Q.. ,QO (8) APPROVED DEDUCTIONS AND EX~MPTIONSI 9. Funeral Exp.ns../Ad~. Cost./H1.c. Expens.. (SChedule H) 10. Debts/Hort;aga Li.bl1itie./Llan. (S~h.dul. I) 11. Tatal Oeductions 12. N.t Value of Tax Return 13. Ch.r'Ueble/Gowtrn...nt.l Baqufl.h.l N()n~.hct.d 9113 'frust. (Sanedul. J) 14. Hat Velue ot' E.h.t. Subjeot to Tal< If an assessment wes issued previOUSlY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ab1 returns assessed to date. ASSESSMENT OF TAXI IS. Altount of Ltna 14 .t Spaus.l 16. Anount of Line 14 taxable at 17. A..~unt of Line 14 taxable .t 18. Principal Tax Du. TAX CREDITS: PAYMENT DATE NOTEI ,..t. Lin.al/CI... A ret. Collet-ral/Clen Brat. RECEIPT NUMBER DISCOUNT (.) INTEREST/PEN PAID (.) . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, ,00 ,00 (11) 1121 llS) (14) (91_ nO) (15)_ (16) (171. 272.959,06 K ,00" ,00 K ,06" ,00 K .15. (iB) I --' * AMOUNT PAID TOTAL TAX CREDIT 8ALANCE OF TAX DUE ____._..n._ INTEREST AND PEN. ....-...-..-.. TOTAL DUE UV'li~' H If' (OH11 WILLIAM P DATE 03-23-98 NOTE I To insure proper crad!t to your account, lub.it the upper portion of this forll with your tax pay"ent. 272 ,959,06 ,00 272,959,06 ,00 272,9'5'9:0'6 ,00 ,00 ,00 ,00 ,00 ,00 ,00 ,00 IF TOTAL DUE IS LESS THAN n. NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SlUE OF THIS FORM FOR INSTRUCTIONS.) o "~J " ( C) -";") .'.' ::; 0() RESERVATION, E.ttta. of dac.dent, dy1na on or bafor. Dlellb.r 12, l'IZ ~- if any futuro Intmr..t In th~ ..tate I. tren,'erred In pO.....lon or enjoYMent to Cia.. B (oollatlral) ben4flcl.rle. of ~h. dlcedlnt e/t,r the expiration of any ..t'~a for 11/. or fOr yelr., th. COll~we.1th herlbv IlCpruily r...rv.. the right to oppn,l.. Md ....... transfer Inheritance Ta)(u at thl 1,w/ul Cia.. ft (collatlral) rate on any .uoh future Int.r..t. PURPOSE Of NOTICEI Tq fulfill the rlqulrelllllnt. of Section Zl1iO of the Inherlhnc. IInd Ell tat. Ttt.IC Aot, Act 1.1 of 1995. (72 P.S. S.ctlun 9140), PAVHENT I D.tloh the top portIon of thh Notice and sublllt with ~our pl.'.lYDlont to thCl Reghter of WHIs prlntad on thtl rl"lr.o .ld.. R-Hlke chllck or IIOney OrclMr pay.ble to: REGISTER or MILLSj AGENT REFUND (CR), A refund of " tux credit, ~lch WII, not reql:ut.d on th(j Talt Return, It'l)/ be rlqu""ted h).' c~htJng an "APPl1cltlon for Refund of Penn.YI"anla Inhllrlt.n~. and [,t.te T.~" (REV-1313). ApPI~eation. are avall.bl. at the Offl~. of the Register of WJllp, any of the 21 R.venue Dlltrlet U"legl, or by ~llllnQ the 1~.elll Z4-hour anlw.rlnSl ..rvlclI tll'llb.ra for forlll orderln91 In Pennsylvania 1-800-36Z-Z0S0, ouhldo Pennlyl\l.nJa .nd within local Harrhburg artll! (117) 767~8094, TOOf (117) n?~Z25Z Hletlr,lng I.palrad Only). OBJECTIONS I ~ny party In Int.re.t not lat,l.flad with thl Ilppr.I....nt, ~llo~anta nr dJlallowanc. of deduction., or .......ant of hx (Inoludtnl) dh(,'ount or Interlut) tiS shown on thh Notlcl .u.t objlltct wlthl" Ih:t:t (60) clay. of receipt of thh Notice by: AIM'trN t:srR~TlYE CDRRE:CTIOHSI ~~writtell protil.t to thl PA Oapal't/l'lnt of R."anuI, Board of Appeall, n.pt. 2111021. Harrisburg, PA 11128-1021, OR -~.l.(,'tJon to ha"l the ..tt.r tMtll'.lnod at audit of thl account of the p.rsonal repr...ntatl"., OR -~app.aI to the Orph~n.' Court. DIS<'CtUNTI "-actual errors dlscOV".d on thh aU'U.ant .hould bo .ddr....d In writing tal PA Oaparh,ent of RIlIV'nu., BurellU uf Indhddual Talo;u, ATTN: Post As".......nt RII"I,w Unit, Dept, 2110601, Harrishurg, PA 171ZlI~060I Phor.. (711) 131-6505. hi page 5 of thQ bookl.t "Instructions for Inh.rltant:. Tal>( Return for. R..ld.nt Dlacedont" (REV~lS01) for an explanrlt!on of fldIIlnlstratlvehl corret:tnbl. arrors, If .nlf hI( due II paid within threl (5) cahndar lIonths after the dec.alnt'. dllltth, . flv. perctlnt (5:0 dhcount of the tax paid I. al10w.d. PENAlTVl The IS% tlJlX .lIntllty non-partlfJlpl'ltton "'.nalty II cOMputed on the toh1 of the tal( end Inter.1t .......d. and not paid b.forl January 11\, 1996-, the flr.t day after the ena ,If thl' hI( altnuty p.rlOd. This non-participation pen.lty Is apP8lllabla in the .al"'. Minner and In the the lIallll UI. period as ynu would app.al the tel( and lntlllre.t that h.. b~~n alse.lled al Inuicated on this not Ie.. INTEREST I Int.re.t I. chargtd beginning with fJr.t day of delinquency. or nlnR (9) .ant~. and on. (I) d.y fro. the date of do.th, to th. d.t. of paY"nt, Tex., Whl(:h b.t:a.. dttllnquent b.for. Janu<<ry 1, 1981 bear Interut at the r.t. of _Ix (6~) p.rclnt per annu. caIculntod It I dally rftt. of .00016~. All taxel whlt:h beea.. dllllnqu~nt on 80d .ftllr Jllnuary 1. 1981 wlU bear Jllhre.t at a r.h which wUl vary frtl. calendar yetlr to callndar Yur with thet rah .nnounc.d by the PA Oeparhleflt of Re"ftnU8. Thll .ppllCllbl. Interut ratlu fCor 1911l through 199& er.: t!.&! Interut Ret, Dally Int.rll.t F8ctor Y.!!! !!lS-rA.t Rllte DaJl:t Inter..t FRctor 1982 ZO% .00054& 1987 .% .1l00241 1983 16% .000438 19811-1991 Ili: .000501 19&4 IU .000301 1992 9Y. .0(\0247 1911S 13% .00035tt 1993-1994 1% .000192 1986 10)( .000Z14 1995-19911 .% .000<.'47 ~~Int.re.t II calt:ul.hd .. follow.: IN'fEREST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DEI.INQUENT X DAILY INTEREST FACTOR -~Any Hotlce I.,ulld .ftlr the tax bllco..t d.linqu.nt will r.fleot an Intere.t calCUlation to fift..n (15) day, bavond the date cf the I..e.l.lnt. If pay..nt I. 1&611 eft.r the Jnter..t eo.putatlon date .hovn Oft the NatlOl, .ddJt!onll Interellt IlUlt b, calcuhtld. \ PURPOSE Of' NOTICE I PAVMENTI To fulfill the requlreaentl of Seatiem ~1ftS (b) of the Inherltanoe and htete raM "ot, AQt 21 of 1991, (72 P,S. Section 9lU). Detach the top poortion of thh NeUce and lub.it with vour p.~..nt tc tM Relishr of WJllI pl'inted on th4t rever.. .leN. ~. Hah ohaek or 'OMV erdlr payable tel REOISTER OF MILLS, AOENT. REfUND (eR)1 . rafund of . tax cradlt .ay ba requaltad by e~letlno an "Apptlcltion for Rafund of Pannsylvenll tnhlrlt~o and E.tata Tlx" (REY.1313). Applicatlonl or. availabla at tt* Offlca of the Rltiltor of Willi, any of thl 23 Rlvanul District OffloCII or frol tMi nlpart..mt's 24-hou,' IN1lJ...rlnll larvlo. nUllbal"1 for for.. ordtlrlnOI In PennSYlvania 1-$00-162-2050, outsida pann.ylvanl_ and within 100al Harrllburg are. (111) 187-80'4, TOOl (717) 772-2252 (Haarlng lap,lrad OnlyJ. OIJECfIDHS: AOf1IN- ISTR"HVE COARt!CTIOHSI PENAL TVl INTEREST I Any plirty In Interelt not uthflad with tna ........,..t of tax a. unown on thh notlcl !illY obJlHlt within sixty (60J dlYs of rloalpt gf thll Hotlea byl --written protest to tha PA Depart.ant of R.venue, loard of Appa.ls, Oapt. 211021, Harrl.bur., PA 17121~1021, OR --alacU", to hlv, tha lattar d.tar!lllnad at al.Ktit of the Plrlemal rapr..antaUv., OR --appeal to tha Orph....' Court Factual .rror. dlscov.red on this 1II..1II..lflt .houLd b. .ddrl..ld in writing tOI PA D~.rt.."t of R.VMUtI, Bureau of Indlvldu.l Taxa., ATTNI Post A.....-.nt Raview Unit, Dlpt. 210601, Harrlaburg, PA 17121-0601, Phone (711) 787-6505. S.. page 5 of tha bookl.t "Inttruatlon. for Inharltancl TaM R.turn fGr a R.sldent OIalrlent" (REV-ISOl) for 81' l)(pllnaUon of ad.lnhtraUv.h' correotabla .rror.. Th. ISiC t.M Hn..tv nOI"l-p.rtinlp.tion p.nalty 11 OOllPutad on thfl total ofth.. thY, and lntarlU ......IId, and not pald before January 18, 1996, the first day .ft.r thtl orw of tha tax Nn.st~ p.riod. Thll non-partiolpation penalty I, app.al.bl. In the .... .ann~r end ln tha the .... tl.. parlod a. YOU would app.al the taM Ind Intere.t that hat blan ......ad a. Indlcat~d on this notlo.. Addltlon.l PlnMylvarda ~Itat. Tax .......d III' a ruult (If b ohan.. on tha fadarll E.t.ta riM ela.h~. latter bacOM' d.lInquent at tha 'KPiratlon of OM (1) IIOnth frOll the date the fln.1 notlc. at the lnera... In fed.r.l E.t.t. TaM 11 r4-ceJvad. Te)(., whloh bloa.. d.lInqullnt b.for. Jenulry 1, 19a1 b..r Interllt It th. rat. of Ih (6X) parcMt par ~ t.loulatld at . dally rlt. of .000164. All tax.. which ble... u.llnqulnt on or Ift.r January 1, 1912 will btlr lntat..t at a rate which will vary frail caland.,. Yllr to callndar y."r Iflth that rate annoUIWad by the PA o,plrt-.nt of Rav_nuI. Th. applicable lnt.rllt rata. for l'll through 1998 Mra: y~ tntarut Rat. Oalh Intarut Factor l!!! tnt.rut Rat. OaUy Inter'lt Factor 1982 m .000Si118 19.7 9X ,000U7 1913 161: .oooue 1'.1-1"1 lliC ,OOOSOl 1914 11:': .000501 1992' 9X ,0002'lI7 1915 UiC .000556 1993-1994 ]X .000192' 1916 10:': .000274 1"5-1991 9X .0002'47 --tnter..t 11 calculated II folloWll INTEREST. BALANCE OF TAX UNPAID X NUKtER OF DAYS DELINqUENT X DAILY INTEREST FACTOR .-Anv Notlc. I..ued .ft.r th. taM bacOll' d.llnquent will r.flect an Int.r..t c~lculatlon to flft-.n (IS) d.YI b.yond th. date cf the .........nt. If pay.ent I, lIad. efte,. th. Inter'tllt cMPut.tlon d.t. Dhown on the Notloa, ~ddJtlon.t Int.t~.t .u.t b. c.lculatad. PUMp(jSE OF NOTICE I To futfHl the req\.llr..."h QfSloUon 2l4\j (bJ of the InhlrWtnOI end Elt.t. TalC Aot"lot n of 1995. (72 P,S. $loUon914S), of thil NoUce and IiUbllU ~IJth vour pav.ent to thl flegl.t.r of HIlIl print_don thl PAYMENT I Dltaen thl top portion rlVlr" Ild,. _ _ Hilke OhlCk or MonlV ordlr plyable to: REGISTER OF "I~~S, AGENT. REFUP4D (CA)] A rlfund of a tu: orldlt mlllv bl req\JOIted by completing an "APplloation for Refund of Penn."lvania Inhlritanol and Estah TalC" (REV-UU1, APpllcl'ltlons are avelhble at the OffiCI of thl Rlghtlr of IHUI, any of the 2'S RevlnUI Dlstrlot OHleu or froll thl f.lepartllllnt'l 24--hour anlwering nrvlol nuMbflrl for forlli ordlrlno: In Pennlvivanl. l-aOO-162~2051i, outtdd. Pennsvlvania and wlth1n loce1 HarrisbUrg aru (711) 7a7-809~1 TODII (717) 712.,2tS2 (Helllrlng IMpaIred Only). O&JECTtONSI Any party In Interut not utlsf1411d with UHI flSSIlUlHJnt of tllX !II shown on thlt notice 11I11111 objlot' within .1)(tv 1601 dllYs ot rloe1pt of this Notice by: ~-wrltten protest to th~ PA nepartnnt of RavDnua, B(J"rd o~ Appeals, Dept, za10Z1, tlarrhburOl PA 1712&-1021, QR ~*..I.i;ltlno to havI the lIIattlr deterllllnllld at audit qf tho porsofllBl repr..entntlv'l OR nappu1 to the Orphans' Court .mUH~ ISTRATIVE CORRECTIONS I factual Inors discovered ClM thl. aueument sllould be addrGsud in writing tal P" [Il1parh..nt <If Revlnu_, Burllli'lu of Individual TlU"IIIII, AlTNI Post Auuslllnt Revio~ Unit. napL 2&OM1, Hl!irrhburlJ~ PA 171Za~0601, phone (117) 7Bl-6!i05, SI. pllloe Ii of tho bookllit "Instruotlon'll fur InherItance TIllx Return for II R..ld.nt n/lOl1dlint" UlE\lK1501) for an el(pl&nntlon of adllllnhtrfttl..."'iY correotable orl'ors. PENAlTYI The 15% tax alllne.ty non*partlclpat10n penllltyll cOIIIPuhd on thlll totnl of the tll~ and InU.r."t 1II......d, and not ~bld blfora JanuftrY la, lCJ9h, the first dllY after thl and of thl ta>l 8.nutv period, This non-Plrtlolpllltlon p"nllllty I. ",ppoaloble in the 11l1ll1l ftjllnnar ;!Inti In the th_ Ift",e tl.. period U 'IOU would app.al the tali al1d 1nt.rut that hu blln Ilulnad ftI lndlcahd on this notlc.. Addttlonll1 Pannly1VIlnl1l Estat. Tal( llllUIlUd III a re$~llt of II oheonga on the Federltl E~tftta Ta)( olollno l.ttal' bleOIllU delinquent at t1~1i e>lplratlon nf one III Month froll the dllte thl flnell !lotic. of the Incre.I' In flderal estllt. Tax 11 ret-Dived, TllxU which becaMe daiinq,lflflt bAfore J~nual''1 1, 1982 bllar Inhr..t at the rate of flllt (6;-:) percent plr"MUIll clIlcuUt.d &lit tI dallv rat. of ,000164, ,Ul taKu which beol!lllll dlllnqUllnt on or aftlr January 11 1982 wiU bur lnterut at " r/ltl which will vl!Jlr'Y froM cllllilndllr 'Ie at to oltienc:llllr year with that rllt. announc.d bY the PA OIPllIrtllllnt of Flevlnue, Th. appllcl\blo lnt.rllst rates for 1982 thruugh 1998 I!lre~ '!!!!: Intllrllt Rat. nf\llYlnt.r-l1Ii~ VOllr Interut RBtlil 0811'1 Interest FltCltor 1"82 ZOr. ,ooO!)4a 1987 9% ,00024-1 \981 16% ,00043& 1988-1991 11" ,000501 11)64 11% ,000301 19IJl 9% ,OOO?47 1915 13% ,000~~6 1991-1994 7% ,000192 1986 lOr. ,0002:14 1995-1Cf98 91: .OOO?47 ~-lnt.r..t I. Clal(1\Jlahd .. followSI INT~REST . 8A~ANCE OF TAX UNPAIG X NUN8ER Of' DAYS DE~INQUENT X D^Il,Y INTEREST FACTOR -~.lflY H01l0. luUlld l'ltt.r the tIIx beIJQIlI.' delinquent 1'1111 reflect pm Interut c81~ullltlon to flft..n Oi) dllV' be'lond th_ dl!t. of thllllll.'5I1ent. If flllYli1lllflt is IIllllde lifter thfll Int.rut eOlllputlltlon df'lte Ihown on the HoUe., additional lnt.r...t IIIU.t be calculllted, INTERF.STI S'AIlJS RIWORT UND~ Name of Decedent: W/~e:./,.pM ~ cr~~,,;rpS"O,.,/ Date of Death:~,2, I~'t~ Will No. 11, 'i7 . ()077. Admin, No,__ Pursuuntto Rule 6,12 of the Supreme COllrl Orphans' Court Rules, [ report the following with respect to completion of the administration of the above-captioned estate: 1. State whether udministrlltion of the estate is ,:omplete: Yes 'l( 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,l is Yes, s~ate the following: a. Did the personal representative file a final account with the Court? Yes . NoX_ b. The separate Orphans' Court No, (if any) for the personal reprer.entative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes Y No , d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 1511) 'o:.t :':r ~! m{? N 0 q ~,...': Q. :_'1 ~ c; I .~ '- '.. . 'F' ,(...) ,~I ~", 0, " , fl,J (jl ~ {cr Jl' ~j ~ -,~~~ Edward L. Schorpp, Esquire 127 West High Street Carlisle, Pennsylvania 17013 (717) 243-9258 Date/lf/lt '8'; I ~ g . Capacity: .......yersonal Representative X Counsel for Personal Representative