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HomeMy WebLinkAbout97-00138 PETITION FOI~ I'ROIIAn: Hlld (;RANT OF L1~TTERS 1I:\'/(/le of' LlICV IILANCHE IIATV also kilo 11'11 a,\' BLANCHE IIATV, /)('c('(/,\'ccI. Social Sec"rl~I' Nil, 202-20- 1790 No,_O?J ,,:"_q 1- .l~~ To: Rcgistcr of Wills for thc County ofCumhcrlund in the ('oll1ll1onwculth of Pcnnsylvunia The petition of the undersigned respectfully represents that: Your petitioners, who arc 18 years of age or older und the Exeeutriccs numcd in the last will of the above dccedent, datcd Novcmbcr 22,1989 and codlcil(s) dutcd Inonc j, [Eva (]rucc Baty predeccased decedcnt hcrein. having died Octobcr 22. 1995,] Decedcnt was domicilcd at dcath in Cumbcrland County, Pennsylvania, with hcr last family or principal residcncc at 221 HOllllybrook Road, South Middlctoll Township Decedcnt, thcn84 years of agc, dicd January 29, 1997, at Cumberland County Nursing Homc, Carlislc, Pcnnsylvania, Exccpt as follows, dcccdcnt did not marry, was not divorced and did not havc a child born or adoptcd aftcr cxccution of the will offcrcd for probate; was not the victim of u killing and was ncver adjudicated incompctent: Dccedent at dcath owncd propcrty with cstimatcd valucs as follows: (Ifdomieilcd ill Pa,) All pcrsonal propcrty (If not domiciled in Pa,) Personal property In Pcnnsylvania (If not domiciled in Pa,) Pcrsonal property in County Value of real cstatc in Pennsylvania situated as follows: Nonc $ unestlmated $ $ $. WHEREFORE, petitioners respcetfully request the probate of the last will and codicil presentcd hercwith andthc grant of Icttcrs testamentary thcreon, _' .7 1. / . :r L, C6a:\ (1t1~'I/(fi !lttA~"u Janc L. Baty J Lucinda Helser 223 onnybrook Road 759 Oall b.alll t, bUI P (I, 6() >l I;,!.., Carlisle,PA 17013 Mt. Holly Springs, PA 17065 (717)243-4700 (717)486-3814 --------------------.--.-----..---------------.---.--.----~---_._-_.__._----------- -----------.-------- --_.._-----_._---------------~---~._-..._---"----,--------- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF ClIMHERLANIl The petitioncrs abow-namcd swcar or allirm that the statcments in thc foregoing petition are true and correct to thc bcst ol'thc knowlcdgc and beliefofpetilioncrs and that as personal representatives of the above deccdcnt, pctitioncrs will weiland truly administer thc estatc according to law, ,/'." .,) Janct :'I~~t~ ( . 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'i " , Ru"", Df f1L:; , '97 FEll 11 A B : 1 8 Cltf, 'I!l. CUI1'it;,,r '" , !'A ~ I s - = It) - - ~ :g i 9~ ltu:: w:5 w~ ~ ..'" ~~ . ~~ ~ If ~ ' z::> ~ Wz !!<81 ;~ :Eu ~ .~ i3iZ g '" ",'" ~ G ~ u ~ 2 8 . .. I , .-' \. . . , W~ WILL lIND 'rliiSTAMENT_~LWCY BLANCHE BATY I, LUCY BLANCHE BATY, of the 'rownship of South tliddleton, COUnty ot Cumberland, and State of Pennsylvania, being of sound and d1,sposing mind, memory 4nd understanding, do make, publish and declare this to be lny Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my sister, Eva Grace Baty, for her own use absolutely. 3. Should my said sister, Eva Grace Baty, have predeceased me, tllen all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wherasoever situate, I give, devise and bequeath in six (6) equal shares, as follows: A. One (1) share to Romilda Rae McClung Baty, the wife of our beloved deceased brother, Owen Carroll Baty, currently of Okeene, Oklahoma. Should she predecease me, her share is to be divided equally among my brothers and sisters named below. B. One (1) share to my sister, Linda Mae Baty Smith, currently of Penn Township. Should she predecease me, her share is to go to her spouse. Should both of them predecease me, then this gift shall lapse into the residue. C. One (1) share to my sister, Erma Lee Baty Heiser, currently of 911 Burnthouse Road, Carlisle. Should she predecease me, her share is to go to her spouse. Should both of them predecease me, then this gift shall lapse into the residue. (0) One (1) share to my brother, Clyde Harold Baty, 1 . .. ourrently of ci.ncinnati, 01110. Should he predecease me, his share is to go to his spouse. Should both of them predecease me, then this gift shall lapse into the residue. (E) One (1) share to my sister, Mary Louise Baty Spangler, currently of Boiling Springs. Should she pre- decease me, her share is to go to her spouse. Should both of them predecease me, then this gift shall lapse into the residue. (F) One (1) share to my si.ster, Edna Lillian Baty Yinger, currently of Creek Road, Mechanicsburg. Should she predecease me, her share is to go to her spouse. Should both of them predecease me, then this gift shall lapse into the residue. 4. I nor,linate, constitute and appoint my sister, Eva Grace Baty, to be the Executrix of th,is, my Last will and Testament. If ~he should predecease me, or for any other reason be unable to act as Executrix, I appoint my niece, Janet L. Baty, currently of 223 Bonnybrook Road, Carlisle and Lucinda Heiser, currently of 34 White Oak Drive, Carlisle, to be the Co-Executrices in her place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of wills for the purpose of administering my Estate. 5. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized, or any real or personal property of any nature1 to sell, lease, pledge, mortgage, transfer, exchange, dispose of, or grant options in regard to any or all property of any kind forming a part of my Estate for such terms and such prices as she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my Estate; to mortgage or pledge any real or personal property forming a part of my Estate1 or to join in or 2 i'l , R~"500EX+(1.g41" I,' COMMONWf'AL lH 01' PENNSYLVANIA D!:fWHM[Nr OF RlvrNUf our 280001 HARHISIJUfW. "^ \1126-01)01 Or;CEOl:Nrs NAME (LAST, rlHSl. AND MIDDLE INITIAL) BATY, Lucy B, SOCIAt SrClJRITY NUMaEr~ 1, Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3, Closely Held Stock/Partnership Interest (Schedule C) 4, MortgugAs and Notes Receivable (Schedule D) 5, CashhBank Deposits & Miscellaneous Personal Property (So edule E) 6, Joinlly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule l) 8. Total Gross Assets (total L1nas 1-7) 9. Funeral Ex!,!anses, Adminlstrallve Costs, Miscellaneous Expenses (Schedule H) 10, Debts, Mortgage Liabilities, Liens (Schedule I) 11, Total Deductions (total Lines 9 & 10) 12, Net Value of Estate (L1lle 8 minus Line 11) 13, Cherltable and Government Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) ! 15, Spousal Transfers (for date" of death efter 6-30-94) , (Include values from Schedule K or Schedule M) 16, Amount of Line 14 taxablf. at 6% rate (Include values from Sclledule K or Schedule M) 17, Amount of Line 14 taxabla at 15% rete (Include values from Schedule i( or Schedule M) 18, Principal tax due (Add tax from lln!>s 15, 16, and 17) 19, Credits Spousal Poverty Credits Pnor Payments Discount + + 240,80 (19) 20, If Line 19is 9reater than Line 18, enter the difference on Line 20, This is the OVERPAYMENT (20) A, 0 Check here If you Me requesting a refund of your overpayment. 21. If Line 18 is greater thall Line 19, ellter the difference on Line 21. This Is the TAX DUE, A Enter the Interest on lhe balance due 011 line 21A B, Enter tile total of Line 21 and 21A on Line 21B. This is the BALANCE DUE, Make Check Payable to: Register of Wills, Agent .. BE SURE TO ANSWER All QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH" Under penalties of perjury, I doclare that I have examined this rt'llurn, including accompanying schodules &T1d statoments, and to the best of my knowledge and belief, It Is true, correct and complete. 1 declare thai all real e~tale has been reported at true market valua. Declaration of preparer other Insn the personal reJl.rre.e.ntatlVQ Is based on. .lIi~for allan of WZI h preparer has any knowledge, .-. rOOATUR!::OFPf:RSONA~Sf10NSmlEF rlllt~G/.~ Nt AnDRE~S lJATE ,I J )(. "1:.""':( L. .ir)(..t. (jcJ1..fJ/'.t1'A(,j'IM' clo 10 East High Street, C""lIsle, "A 17013 '-1/.2"1/97 81, NATURE OF PR~~A of';~iV:~j\Ni<<':~R1::SEN1A Wr\ADOHESS ,DATE " J J ._'-----~-,~.,~-5t-..'~i ,~,~,--_ 10 East High Street, Carlisle, "A 17013 '-1/-<<;('97 ~ ><~~ ~P! '" / I NI'ERITANCETAX RETUFtl RESDENT lECEDENT (TO BE FLED N DlPLK:;A TE \/VIlli REGISTER OFWLLS) L~" for date. of death after 12131/91 check hero if a spou..1 pO'erty crodltl. claimod FILE NUMBER 21 97 COUNTY CODE YEAR IJR NUMBER ~ DECEDENT'S COMPLETE ADDRESS 221 lIoonyhrook Road DATE OFlIIRTII Cnrlisle, I'll 170D ORIII/12 COUNTY Cumherlnnd SOC,AL SECUR'lY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 202-20-1790 DAn OF DEATH 01/29/97 '(if A,pflliGGbkl) 6\n'tiVU\,J SI)QUI8'1i NIJl111 (11lIt Firll And Mldr:1lo Imlilll) 1. Original Return 2, Supplementel Return 3, Remainder Return (for dates of death prior to 12-13-82 5, Federal Estate Tax Return Required ~~ 4a, Future Interest Compromise (for dates of death after 12-12.82) 6, Decedant Died Testate 7, Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) , ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: i NAME COMPLETE MA,UNG ADDRESS Stephen L. Bloom MARTSON, DEARDORFF, WILLIAMS & ana :TELEPHONE NUMBER 1 () Esst High Street (717 )243-3341 Carlisle,I'A 17013 4, Limited Estate 8, Total Number of Saf~ Deposit Boxes ~ ~ ~ UI n: 10,635,68 32,106,76 (15) (11) (12) (13) {14} x ,00 = 32,106,76 (16) x ,06 = x .15 = 4,816.01 (17) 32,106,76 ~ ~ ~ ~ (18) 4,816.01 Interest 240,80 (21) (21A) (21B) 4,575,21 $4,575,21 *' COMMONIIWAtlti Of Pl:NN8YI.VANIA INHrnlTANGE TA,)( Rr:TlJHN FU:810f:NT Uf;CEOl:Nl ESTATE OF flATY, Lucy Il, Schl'l<iJe E Cash, 8lI1k DepOBIlI and MllK:elllleotB PIIlrsonal Property FIl.E NUMBER 138 Estate 97 (All property Jolnlly.owned with RighI of Survlvor8hlp must be dl8closed on Schedule F,) ITEM 1 VALUE AT DATE NUMBER, DESCRIPTION OF DEATH ""'''''T,''''''''''tnorru:S:''Siivlii'gs'D'{iii'd:''S'C'rlcs'T.::''issii'C'd"lTJr974"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""'''''''''''''''''''''''3riO','72' 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'"'''''''l'li:''''''''' (2J"$1';OtlO'U:'3:"g'ii\iiiigS"lloiii:Tii;'SerieS"8';' TS's'Uiii:T'2'l1(8)""''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""'''''''''''''''''''''''''''2:'569:60 """"'17:"''''''!STOO'U:S:'Sii'Viii'gS'll'iiii'd:''SiirTC''E:''iSSii'iid"2l1'9'S3""""""'"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""'''''''''''''''''''''''12'S',48' """"'TS':""'''''$50'U:S:'Siiviilgs'Uiiii'd:''S'iir1'cs'E:''issii'iid'2'11'9'83'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"""'I"''''''''''''''''''''''''''''6;r:2'~ ""'''''19:''''''''STO'O'U:S:'Siiviii'gs'1l'iiiid:''S'crics'E:''issiied''411'9'83'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""""""'''''''''''''''''''''''''''12'8:'4~' """"'2'O':'''''''''$SO'U:S:'Siiviii'gs.'B'iiild:''S'iirTc,'E:''is,ii'iid"41),9'S3"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""'''''''''''''''''''''''''''''''''''''''''''''''''6'4:2'2 """"'2T:"""" (2'j'S'50"U:S':'Sii\iTiigs'noiii:T;':C;e'ii'c's"I'!;'lSiii ie(f~11'98'j''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''I'''''''''''''''''''''''''''12'~':6~' ""'"''2'2:''''''''' '$200''IJ,,'S':'S'iivTiigii'nijiii:T;'Sciie's''r;'iiis'iici:T'~1FJ8'j''''''""""''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' ""'''''''''''''''''''''''2'~9:2'8 """"'2)':"'''''' STOO'U:S:'Siiviii'g,'Hiiild:"Scrle,,'E:"issli'cd'''/l\'9'83'''''''''''''""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, "'''''''''''''''''''''''''lt~':6~' '''''''''!~':'''''''' '$50'U:S:':C;iiviii'gs' 'B'iiii'd:"Se'rlcs' E:"iSSlied'''/1I'tJ83'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"""""""""""""'"'' ''''''''''''''''''''''''''''''62':3'2 ""'''''2'5:''''''''STOO'U:S:'Siiviii'g,'lio'iii:T:'Sci'ies'll';'i'ssi'iea'WI9'8)""''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""'''''''''''''''''''''''''''''''''''''''''''12'1'.'56' '''''''''2'6':'''''''''$50'U:S:':C;iiviii'g,'ll'iiii'd;''S'iir'ics'E',''is,ii'cd"9iT9'83""""""""""''''''''''''''''''''''''''''''''''''''''''""'''''''''''''''''''''''''''''''''''''''''''''''''''''60:78 ""'''''27:'''''''' STOO'U:S:':C;iiviii'gs'll'iiiid:"S'ci'ics'E~"is,ii'cil"1'2IFJ8J'""'",''''',,''''' '"'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' """'''''''''''''''''''''1T9':4~' '''''''''2'8':''''''''''$50'U:S:':C;iiviii'l~,'lIiiiid:''S'crlcs'E:'is,ii'cd"1'2'11'98'j"'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''59:72 """"'29:""""1(1)$lOO"U:~CSii'vii"igs'niiilil's:'Scric,''';''iSSii'ea'TiI'9'8~'"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""''''''''''''''''''2)'8','88' ''''''''':l'O','''''''''I'$WO'U.'S:'Sii\iTiigs''nlliia;'Sci:;Cs''E;'iSs'iicnl1'98'4''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""""'''''''''''''''T!6:r;4 """"JI':""""!S'50"O:'S:"S'ii\iTiigii'lliliii:T;'Sciie's"";'iS's'iiei:T'2/l'98'4"""''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""'''''''''''''''''''''58','12' ''''''''':l'2':''''''''j'$10;OOtlTJ.'S':'Sii'iiiii'gs'lliiii'd;''Se'iTcii"1,;"issue'i1'8'1I'990"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"""'''''''''''''''''''''''''''''''''''''''7:'13'2:00 ""'''''3J:'''''''' riiiiiiicliil'Tr'iiiii'Ciii'p',;'CTicclii'iiij"iiccoiinI'No:"1'3 t8'522''(6:'j9'9:'S2''+''5:'51''iicc'iii'ea'iiitereslj'''''''' ""'''''''''''''''''''6;~'03':3J '''''''''3'~',''''''''' 'Pii'6l'ic"Sclio'iil'B'iii'jil,iy'iis"I~ci'irciii'cii'i'Sy's'iciii'" "'jiro'iii'ica'retriemei'iI"fiif'Jiiii'Uiiry"""'''''''''''''''''''''''' "''''''''''''''''''''''''''I'36:n "'''''''33':'''''''' Cij'iii'6crliina 'Coiillty;'i:eriiild"iil"ii'urs'iii'g'liiii'iie"iiccoii'iil'liiiliiii'c'e"""""'"'''''''''''''''''''''''''''''''''''''''''''''''' "'''''''''''''''''''''''''7tl8','23' ''''''''''3'6','''''''''Mellon'Biiii~':'iic'cii'uiii''iio:''S8'~O1'79ri37"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""""'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''':1':5'2 """"'37:"''''''P'S'BR'S':'rcfUii'i1''iif'jirci'iiiiiii'i''''''''"""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,"""'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''5<1'9'.'1'7 ''',,' "'3'8',""'"'' M'eaiciil'i'eimoiiriiciilcii'i,""""""" """"''''''',,'',,' """,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, """""''''''''''''''''''1'77:64 '"''''''39:''''''''' Coiii'iiioii'wcii1Ili'ofl'ciiii',Yl'viiii"iii':' "'I '()l)'6'Tii,iiiiiic"iiix"refUii'd"""""""'"''''''''''''''''''''''''''''""""''''''''''''''''''''''''''''''''''''''''''''2'9':62' ""'''''40:'''''''''liitei'ii'anrC've'iiii'C''Servi'cc''''ltJ9'6'i'iicoiil'e'i'iiii"re'tiI'iii:T''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""'''''''''''''''''''''''''''''''''''''''''''''1',6~'~:00 I ...."'......."...",,, ,.."..,,,,,,,,,,,,,,,,.........,,,,,,,,...,,,..,,,,,....,,........,.""",."...........,...."...,,,,,,,........,,,.,,...,,.,,,,.,..,.....,...""""..,,,.......,,,,....,,,.....,,,, .",,,.,,,,,,,,,...,,,,,,,,'.,,,,,,,,,,.. Schedule E TOTAL $24,742,44 LAST WI Ll,. AND TES~'AMI!NT OF LUCY BLANCHE BATY I, LUCY BLANCHE BATY/ ot the Township ot South Middleton/ county ot cumberland, and State ot Pennsylvania, being ot sound and d~spoling mind, msmory and understanding, do make, publish and declare this to be my I~lt will and Tlstament, hereby rsvoking and making void all tormer wills by me at any tims heretotore made. 1. I direct the payment of all my just debts and tuneral expenses as soon as conveniently may be afte~ my deoease. 2. All the reet, residue and remainder ot my Estats, rsal, personal and mixed, whatsoever and whsresoever situate, I give, devise and bagueath unto my sister/ Eva Grace Baty/ tor her own ,!se absolutely. 3. Should my said sistsr, Eva Grace Baty, have predeoeased met then all the rsst, residua and remainder of my Estate, real, personal anJ mixed, whatsoever and wheresoever situate, I give, devise and bequeath in six (6) equal shares, as followBI A. One (1) ehare to Romilda Rae MoClung Baty, the wite ot our beloved deoeased brother, Owen carroll Baty, currently of Okeene, Oklahoma. Should she predsceaee ms, her shars is to bs divided equally among my brothers end sisters named below. B. One (1) ohare to my olster, Linda Mae Baty Smith, currently ot Penn Township. Should she prsdecease me, her share is to go to her spouee. Shculd both of them predecease me, then thie gift shall lapse into the residue. C. One (1) share to my sister, Erma Lee aaty Heiser, currently ot 911 Burnthouse Road, Carlisle. Should she predecease me, her sha~e is to go to her spouse. Should both of them predeoease ms, then this glft shall lapse into the residue. (0) One (1) ehare to my brother, Clyde Harold Baty, 1 ourrently ot Cinoinnati, ohio. Should h. prsd.c.a.. m., hi. .har. is to go to his spous.. Should bcth cf th.m pr.d.c.... m./ then this gitt .hall lap.. into ths r..idu.. (E) One (1) share to my .istsr, Mary Louiss Oaty Spangler/ currently of Boiling Springs. Should she pre- decea.e me/ her share is to go to her spouse. Should both ot them predecease met then this gift ohall lapse into the residue. (F) One (1) share to my sieter, Edna Lillian Baty Yinger, currently of creek Road, Mechaniceburg. Should she predecease me, her ehare is to go to her spouse. ShOUld both of them predeCEase me/ then this gitt shall lapse into the residue. 4. I nominate, constitute and appoint my sister, Eva Grace Baty, to be tha Executrix of thief my Laet Will and Testament. It she should predecease me, or for any other reason be unable to act as Executrix, ! appoint my nieoe, Janet L. Baty, currently of 223 Bonnybrook Road, Carlisle and Luoinda Heiser, currently of 34 white Oak Orive, Carliole, to be the co-Executrices in hsr plaoe and etead. I further direot that they shall not be required to file bond or other security l.n tha Office of the Register of wills for the purpose of administering my Estate. 5. I authorize and empower my personal representative, in her eole ana absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized, or any real or pereonal property of any nature, to sell, lease, pledge, mortgage, transter, exchange, d!.epose of, or grant options in regard to any or all property of any kind forming a part of my Estate tor euch terms and suoh prices as she may deem advisable/ to borrow Inoney for any purpoees connected with the protection and preservation of my Estate/ to mortgage or pledge any real or personal property forming a part of my Estatel or to join in or 2 1.1[- /i;[1"J .-/'1 "UREilU OF IrlDIVIDUAL TAXES INttlklIANr:1 rAIl lJ!VIS!ON !lUll, ~l\060 I HAR~ISIlURG. flA 1'1l8.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INI1ERITANCE TAX APPRAISEMENr, ALLOWANCE OR DISAl.LOWANCE OF OEDUCTlONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-11-97 DATY 01-29-97 21 97-0138 CUMBERLAND 101 [::~-,.~_~~~n~~~~:lj=~~~_. I 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 ~ REV: iS4;' E if' AF p" f 03-'- 97T - NOY i c r -OF - -itiH fRY f ANC E - fAX " APPRA is EMiiii'"; "A L. i.-OWAN"C E" OR...... -... -....""" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LUCY B FILE NO. 21 97-U138 ACN 101 STEPHEN l BLOOM MARTSON ETAl 10 E HIGH ST CARLISLE PA 17013 ESTATE OF DATY TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE .. ,-- APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedule A) 2. Stocks and Bonds ISc:hedule 8) 3. Closely H.ld stock/Part".'-Lfihip Interest (Scheduh Cl 4. Mortgages/Not8s Receivable (Schedule 0) S, Cash/Bank Deposits/Misc, Personal Property (Schedule E) 6. Jointly Owned Property (Sch~dul. F) 7. Transfers (Schedule G) a. Total A$s.ts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm, Costs/Mise. b:pensu (Sc:hedule H) (9) 10, Debh/Mortgage Liabilities/Uens (Schedule I) (10) 11. Total Peduetions 12. Net Value of Tax R.turn 13, Cheritable/Governnantal Bequ..ts (Sch.dule J) 14, N.t Value of E.t.te Subject to Tax If an assessment was issued previOUSly, lines reflect figures that include the total of ~_ ASSESSMENT OF TAXI 16. A~ount 01 line 14 at Spou$al 16. Ahount of line 14 taxable at 11. AMount of Line 14 t.xable at 18. Principal Tax Due NOTE: rat. line.l/Cle.s A rat. Collaterel/Cl... 8 r.t. TAX CREDITS I ---- PAYMENT DATE 04-29-97 RECEIPT NUHBER AA211236 DISCOUNT (+) INTEREST/PEN PAlO (-) 240.80 ) CHANGEO .00 .00 .00 .00 24.742.44 .00 18.00~.00 (8) (1) (2 ) (3)__ (4 ) (S) (0 I (7) 10/509.93 125.75 (ll ) (12) (13) (14) c .~. ,..~~. . .'j' l(,' I':'., ~1.. r ~! ' . ,.. 'li}i~,.t. _t1.1'" 11.11 (U."I LUCY B DATE OB-11-97 NOTE: To in.ur. proper credit to ~our eocount. subMit the upper portion of this form with your tax payment, 42/742.44 IU.'\~ 68 32/ I 06 . 76 .00 32,106.76 14, 15 and/or 16, 17 and 18 will returns assessed to date. .00 .00 4,816.01 4/816.01 . IF P~ID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR I, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF TillS FORM FOR WSTRUCTIONS,) (151 110) (17) .OOX,OO. .00x.06: 32,106.76 X.15: (18) 4,575.21 - TOTAL TAX CREDIT BALANCE OF TAX DUE .00 --. _._--.-- INTEREST AND PEN. .00 ,-.----.--.-..--- .- --'. TOTAL DUE ,00 --_.._---~ ------- AMOUNT PAID r:J " r, , ~'" r'_;) i'J I' , RESERVAlIONs E,.~'te\ of dll.t1~.ntl d~I"~on or bofore O.oemner 12, tll82 h If Dnv f\lture Interut in thl 8,tat. I. trlnllhired l~ po.~...lon or .njo~~to Cia.' a (0011at.ral) bln.flelerl.. of the decldent aft.r thl .~plratlon of .ny ..t.t. for lift or for year., tho COllllllonwulth hereby Ixprlluly rll"rVI' the right to IIPpr.t.. ,and au... to"l!nlhr Inh.rlhnoll lex.. at the Hlwful ClI.. a lcalhtera)) rate on IIny lutlh futur. Intlrolt, PURPOSE OF NOTICE: To fulfill thl rl"ulrOllllntl of hetlo" 2140 of the Inhllrltanc:. Ilnd Elhlt. r.,x Act, Act 21 of 19Q5, (n P.S, Slction 91411), PAYHEHTt Dlltrlch the top por'tlon of thlll NotloA and submit with your payment to tho Reghter of Wllh printed on the rllyerll .ide, HHake check or MOnny ordlr paYllbl1l tOI REGISTER OF MILLS I AGENT REFUND teR)1 A l'.fund of a ta)( cr.dlt, which was not reqU8llhd on the Ta)( Return, mnv ba requ..ted by c:olllPletlnlJ an "Application for Refund of r.nn.yl"'anla InhllrltanclI end Eshh Tnx" (REV-nU), Application. are llvnilabl. at thl OffiCII of thl Ifelill.ter of WillS, any of the 23 Revonue DI.trlct OffiCII', or by calling the speelell 24-haur en.werlng lorvice nUlllbers for forllll'i orderlngl In P.nnsyl"'~nln \-800-362-20S0, out.lde Pennsyl"'ftnla and within looal HarrIsburg "reft (717) 787-8014, TOO_ (717) 77l-2252 (Hear)ng I~pelr.d Onlyl, ORJEC1IONSl Any party In Intere.t not satisfied with the nppralSDlIIent, hllowancR or disQllowance of deduotlonll or a'se'8~.nt of tflW (InoludJng dl.oount or intere'tl as ,hown on thIs Notlte lIIust Object within sixty (60) days of reoelpt of this Not lOR by: "wrltt.n prot..t to the PA Oeplllrtrnent of Revenue, Board of ApPllall, DIp\. 281021, tlarrhburg, PA 17128-1021, OR -"lIlectlon to hlJVI tho lIatter deterllllned at audit of thl aocount 0" the p.rlonal repre..ntatlv., OR --appul to the Orphans' Court. ADHIN ISTRATlVE CORRECTIONS I FllOtu.l .rror. dhoovered on this a..lllilllent should bl addruud in wrltlnn tOI PA D.partllllnt of Rlvlnue, Buruu of Individual fttxu, ATTNI POllt "',ulIllent RI",llw Unit, Oept. 280601, Harrisburg, PA 17128-0601 Phonl (717) 787-6~05. s.. pa,,1 i of thl booklet "In.truotion. for Inh.rltancl Tal( Return for tl R,lid.nt Olol('lll\t" (REV-l~Ol) for etn Ixphnatlon of adlllnlltratlvlh corr.ctab1. .rror.. DlSCOutHt If Iny h)( due II plld wUhfn thr.. (3) cll.nelar 1lI0nth. after the d.ced'nt'. dlathl a flv. pllrcI"t (LiO dlaooont of the tal( p.ld II allowld. PENAl TVt The lS% t'l( ,.n..ty non-partlclp.tlon plna1ty I. co.put,d on the total of the taM and int.re.t .......d, ~ not palel blfore January 18, 1996, tn. flr.t day after the Ind of the tal( a"muty pllrIod. Thh non"partlcipation penaltv I. app'alabl. In thl jalll. llIann.r and In thl thl .allll tlllle p.riod a. you ~ould app.nl thl ta)( and Int.re.t that hi' been .......d a. Indic.t.d on thl, not loa, INTERESTl Int.ra.t I' charg.d blginnlnu with flr.t day of dalinqUlncy, or nln. (9) Month. and ani (11 day fro. the date of duth, to the dllt, of p"Ylllent. TaM" whioh blcallll d.linquent b.for. January I, 1982 bear lnterut at the rat. of .1.'( /6%) p.rolnt per ann~lIl1 oaloulatad at a dally rate of .000164. All tl)(R' whloh b.callle dlllnqUlnt on Ind lifter January 1,1982 will b..r inter..t at a rat. which will Val'V frolll calendlr VI.r to catamdar yur with that ratl announced by the PA OIPlrtln.nt of R'v.nue. Th' appllcabh Interut r.ta. fur 1982 through 1997 ared 'f.!!r tnternt Rllt. DaJh Intlrlllt Faotor rm IntGrut Rat. Dally tntar..1...f..!9..!2!: 1982 20:< .GOOS48 1987 9% .000247 19U 161: ,000438 1988-1991 11% .000301 198" 11% .000301 1992 91: .000247 19.!15 13% ,000356 1993-199" 7% .Ol1019Z 19116 lOX .000214 199!i.1997 91: .000247 -~Intlre.t 11 ellllculated e. follow'l INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -'Any Nottel. ll1uod aft.r the tu beeo"'.. d.llnqulnt will r.Ulot an lnt...ut caloullltlon to Oft,en (IS) dav. beyond the dllt. nf the ........nt. If pllY.lnt I. iliad. lifter tha Interut cOlllpuhtton data .holln on tht Notlc., additional Inter..t l'ItJlt b. olllculahd. , ESTATE OF LUCY BLANCHE DA TV CUMBERLAND COUNTY FILE NO. 21.97.138 RELEASE KNOW ALL MEN BY THESE PRESENTS that -'-.B:.B"-{ !:..Y~:-2t~:<' s; __, personal representative(s) of the Estate of ROMILDA RAE MCCLUNG BATY, one of the residuary legatees under the Last Will and Testament of LUCY BLANCl-lE BATY, late of South Middleton Township, Cumberland County, Pennsylvania, deceased, do(es) hereby acknowledge receipt of and from JANET L. BATY and LUCINDA HEISER, Executors under the Last Will and Testament of the said LUCY BLANCHE BATY, ofa one-sixth (1/6) share of estate residue, in accordance with the attached SIATEMENI..QF ACCOUNT OE1Al':lE.'I.L..A TY AND Ll!1'lliDAlllilSER...EXECJ..1TORS AND SCHEDULE OF,fROPOSED llis.IRmllTl()~, for a total c1istrihutiofl ofTwo Thousand Four Hundred Six and 71/100 Dollars ($2,406.71), in full satisfaction and payment of the residuary legacy under the terms of said Last Will and Testament. '-----.. . AND, THEREFORE, the said_.:.J:~2!,j.!JH'I- ,(. ~>i__;"{.L_'-> . do(es) by these presents remise, release, quit-claim, and forever discharge the sakI' JANET L. BATY and LUCINDA HEISER, Executors aforesaid, their heirs, executors and administrators, of and from the aforesaid legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE, the suid .. D~ 1<" I h / I- - ,SI ~.s.._, agree(s) to refund to JANET L. BATY and LUCINDA HEISER, Executcfrs aforesaid, any portion o[the distribution to which the Estate of ROMILDA RAE MCCLUNG BATY is not properly entitled, and to the extent of said distribution, to indemnifY said Executors for claims made against them as Executors, and to reimburse to said Executors all expenses and costs incurred in connection with any sllch claims. AND said personal representative(s) hereby consent(s) and agree(s) that the Orphans' Court of Cumberland County may discharge the said JANET L. BA TY and LUCINDA HEISER, Executors, upon application, without further notice. IN WITNESS WHEREOF, I have hereunto set my hand and seal this (0\1\ day of FeblL\()f(j ,1998. Witness: EST ATE OF ROMILDA RAE MCCLUNG BA TY .______1 ~ cp~o1' ESTATE OF LUCY BLANCHE BATY CUMBERLAND COUNTY FILE NO. 21-97-138 RELEASF KNOW ALL MEN BY THESE PRESENTS that I, MARY LOUISE BATY SPANGLER, one of the residuary legatees under the LlISt Will wId Testament of U)CY BLANCHE BA TY, late of South Middleton Township, Cumberhmd County, Pennsylvania, decea~ed, do hereby acknowledge receipt of and from JANET L. BA TY and LUCINDA HElSER, Executors under the Last Will and Testlll11ent orthe said LUCY BLANCHE BA TV. of mv one-sixth (1/(,) share of estate residue, in accordance with the attached STATEMENT OF ACCOUNT OF JANET_L. BATY AND LUCINDA HEISER, EXECllJORS AND SCHEDU.LE OF PROPOSED DlSTRIBlJTIOlS, for a totu! distribution orTwo Thousand Four Hundred Six and 71 II 00 Dollars ($2,40(,.71), in full satisfaction and payment of my residuary legacy under the terms of said Last Will and Testament AND, THEREFORE, I, the said MARY LOUISE BATY SPANGLER. do by these presents remise. release, quit-claim. and forever discharge the said JANET L. BATY and LUCINDA HEISER. Executors aforesllid. their heirs, executors and administrators. of and from the aforesaid legacy. and of and from all actions, suits, payments, accOlUlts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE,I, the said MARY LOUISE BATY SPANGLER, agree to refund to JANET L. BATY and LUCINDA HEISER, Executors aforesaid, any portion of the distribution to which I lIl11 not properly entitled, and 10 the extent of said distribution, to indemnify said Executors for claims made against them as Executors, and to reimburse to said Executors all expenses and costs incurred in connection with any such claims. AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executors upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal this tf t/i. day of (:f..~..lU<4rf, 199 S" Witness: J:~ COMMONWEALTH OF PENNSYI; VANIA 'IDIw s.'#'~~r~nry PubIlo C' \_ .\ "\ : SS. 9ouf1 ~on T~.. Cumberland County COUNTY OF ,tl\'Yl "",~1 OInC' ) My Commission E'plrBs 001. 25.1999 ~"'"nsy1y'ni' Aioocj, no tarlo!l On this. the l~h day of frbf" ~.r, V' 'd ,1998, before me, II Notary Public, personally appeared Mary Louise Baly Spangler, known to me to be the person whose nlll11e is subscribed to the within instrument and acknowledged that she executed same for the purposes therein contained. fLu) 4J% ;r.' ~7 ~ t ...~~d ,- ~arya~e &~~a'n~;.(., Z' U27'r~"" IN WITNESS WHEREOF, I have hereunto set my hand and official ~ 2:11I.t\ I7l'~~~__ Notary Public / ( '. ESTATE OF LUCY BLANCHE BATY CUMBERLAND COUNTY FILE NO. 21.<J7.13K RELEASE KNOW ALL MEN BY THESE PRESENTS that I, EDNA LILLIAN BATY YINGER, one of the residuaty legatees under the Last Will and Testamenl of LUCY BLANCHE BA TY, late of South Middleton Township, Cumberland County, Pennsyll'lulia, deceascd, do hereby acknowledge rcceipt of and from JANET L. BATY and LUCINDA HEISER. Executors undcr the Last WilllOld Testament of the said LUCY BLANCHE BA TY, of mv one-sixth (I/ll) share of estate residue, in accordance with the attached SIAIEMliliI...Qf ACCOUNT OF JANET L BATY AND LUClliDA HEISER. EXECUTORS, AND SCHEDULE OJ: PROPOSED DISTRIBUIl.Q~, for a total distribution oCTwo Thousand Four Hundred Six and 71/100 Dollars ($2,4()(i. 71), in full satisfaction arid paymcnt of my residulII)' legacy under the terms of said Last Will and Testamcnt. AND, THEREFORE, I, thc said EDNA LILLIAN BATY YINGER, do by these presents remise, rei case, quit.claim, and forever discharge the said JANET L. BATY and LUCINDA HEISER, Executors aforesaid, their heirs, executors and administrators, of WId from the aforesaid legacy, and of and from all actions. suits, payments, accounts, rcckonings, claims WId denllUlds whatever, from the beginning of the world to the day of the date of thesc presents. AND, THEREFORE, I, the said EDNA LILLIAN BATY YINGER, agree to refund to JANET L. BATY and LUCINDA HEISER, Executors aforesaid, WIY portion of the distribution to which I am not properly entitled. and to the extent of said distributIOn, to indemnify said Executors for claims made againslthem as Executors, and to reimburse to said Executors all expenses and costs incurred in connection with any such claims. AND I hereby consent and l1!,'fee thaI the Orphans' Court of Cumberland County may discharge the said Executors upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal this : 111 day of (~""V 199; v Witness: ~~iidlu~u dt~ CAt~ Edna Lillian Baly ~r- ~ COMMONWE~lll~YLV ANIA ) : SS. COUNTY OF CUMBERLAND ) On this, the .:nu.. day of 01'/1Vt/~'f , 199K, before me, a Notal)' Public, personally appeared Edna Lillian Baty Yinger, known to me to be the person whose name is subscribed to the within instrument and acknowledged that she executed sWlle for the purposes therein contained. IN WITNESS WHEREOF, I have hereuilto set ~~:o~::~,. I) r . : ,/I.' I ~:.'.:; lj t,tI.,'iI11',:" ,;1 th:W!PIJhlic Hanl~,.j"11 i "iJ L <\F~'..;L~('jI.:ollnty My Ci)ntl!"'-~_~\.._,_:l~I+~:~~:~~.., 20M ESTATE OF LUCY BLANCHE BATY CUMBERLAND COUNTY FILE NO, 21.97.138 REI ,EASU KNOW ALL MEN BY THESE PRESENTS that I, CLYDE HAROLD BATY, one of the residuary legatees underthe Last Will and Testumellt IlfLUCY BLANCHE BATY, late of South Middleton Township, Cumberland County, Pennsylvunia, deceased, do hereby acknowledge n:ceipt of and from JANET L, BATY and LUCINDA HEISER, Executors under the Last Will and Testament of the said LUCY BLANCHE BATY, of my one-sixth (1/6) share of estate residue, in accordance with the attached STATEMENT.Q.E ACCOUNT OF JAtlliI,kJ}ATY AND LUCINDA 1-lEISER. EXECl,JTORS, AND SCHEDULE OF PROPOSED DlliTRIBU'J:lllli, for II total distribution of Two Thousand Four Hundred Six and 711100 DaHill'S ($2,40r,71), in Cutl satisCllction and pllyment oCmy residuary legacy under the temts of said Last Will and Testllment. AND, THEREFORE, I, the sllid CLYDE HAROLD BATY, do by these presents remise, release, quit-claim, and forever discharge the said JANET L. BA TY and LUCINDA HEISER, Executors aforesaid, their heirs, executors and administrators, of and from the aforesaid legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents, AND, THEREFORE, I, the said CLYDE HAROLD BA TY, agree to refund to JANET L. BA TY and LUCINDA HEISER, Executors aforesaid, any portion ofthe distribution to which I am not properly entitled, and to the extent of said distribution, to indemnify said Executors for claims made against them as Executors, and to reimburse to said Executors all l:xpenses and costs incurred in connection with any such claims, AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executors upon application, without further notice to me, IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of 199 , Witness: iJfyle /j""J/ J3Jfr C e H rold Bafy STATE OF OHIO COUNTY OF 1111;t{ 16 rot! On this, the day of , 1998, before me, a Notary Public, personally appeared Clyde Harold Baty, known to me to be the person whose name is subscribed to the within instrument and acknowledged that he executed same for the purposes therein contained, IN WITNESS WHEREOF. I have hereunto set my hand and official seal. l'-"il'~/F!J )1~t/ 'N'otary Public ,Jr-t,~IE M, LA TTII.CRE , '~:,:.~',' PlJt;:,~ 2tato of Ohkt My {.;onlln,SSlon EXP"8& Osc. 1, 1899 ESTATE OF LUCY BLANCHE BATY CUMBERLAND COUNTY FILE NO. 21..lI7.138 1Ui,l.JiASJ,; KNOW ALL MEN BY "illESI' PRESENTS Olatl. ERMA LEE BATY HEISER, one of the residuary legalees under the Last Will and Testament of LUCY BLANClIE BA TY, late of South Middleton Township, CumberhUld County., Pennsylvwlia, deceased, do hereby acknowledge nlceipt of and from JANET L. BATY and LUCINDA HEISER. Executors under the Last Will WH) Testament of the said LUCY BLANCHE BATY, ofmv one-sixth (I/o) share of estate residue, in accordance with the attached STATEMENT .Qf..ACCQ!lliI Qf..1ANET l",.B.AIY_.Atlll WCII'illA HEISER EXECElQRS. AND SCHED!1.L.E OF PROI'OSED lllS.TRlBUTION, for a total distribution of Two 'nlOusand Four Hundred Six and 7\ /I 00 Dollars ($2,406.71 l, in full satisfaction IUld payment of my rer-iduary legacy under the terms of said Last Will and Testament AND, THEREFORE, I, the said ERMA LEE BATY HEISER, do by these pwsents remise, release, quit-claim, and forever di5ch~rge Ole said JANET L. SA TY lUld LUCINDA IIEISER. Executors aforesaid, their heirs, executors and administrators, of lUld from the aforesaid legacy, IUld of wId from all actions, suits, payments, ac~ounts, reckonings, claims and dmlUUlds whatever, from the beginning of the world to the day of the date of these presents, AND, THEREFORE, I, the said ERMA LEE BATY HEISER, agree to refund to JANET L. BATY and LUCINDA HEISER, ExecutNs aforesaid, lUll' portion of the distribution to which I am not properly entitled, and to the extent of said distribution, to indemnify said Executors for claims made against them as Executors, and to reimburse to said Executors all expenses lUld costs incurred in connection with any such claims. AND I hereby consent lUld 8/,'fee 018t Ole Orphans' Court of Cumberland Cmmty may discharge the said Executors upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand WId seal this day of 199 . W J.jf~;!~~/ l.. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF (lI)Vl'o~1 \(\jr,J ). SS ~~'~'~"".. """'" IoIno Twp , CumberlMd County Mv CommlssI"" E""'r.. Del 25, 1m On this, the ~ll \1'1 day of JIl\W' Y "I ' 1998, be~ ~ y appeared Emla Lee Bat I' Heiser, known to me to be me person whose name IS subscribed to the wltlun instrument and t;~}fla.-J C/,~f~ tAl1.~-).j,:v:w,) Erma Lee Baty Heiser V Witness: admowledged that she executed same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set mY_hand (md official se~l;) 1. .. U.../ t /Y',{),C1L.\.__ Notary Public / . ( ,