HomeMy WebLinkAbout97-00200
PETITION }'OR PROnA n: and C;RANT OJ' LlWfEUS
Estate oJ _J.:.e~li\~_I.l..Mr:c.L'l1...()~:9.~lm._~__ No, _?~.:22:-._Aqo.___.._..__.
a/so known as _,..l'!tA.._...,..""'___..,..,.__....,..__.. To:
_.~.'.._---'--...-D;;;;ased, ~~~:~:~r ~/ ~~~s,J~l!1!{d In the
Social Security No, 1,!El~Ii3!:pJ.~,.,_.._......__. Commonwelllth of Pennsylvania
The petition of the undersigned respectfully represents lh~t:
Your petltioner(s), who is/m 18 years of age or older an the execuLri~_
In the last will of the above decedent, dated __ March 23.
and codlcil(s) dated nono ,_.,______.
named
, 19-2..L
(!Hllle rdevant drClImstancCSI e.g. renuncltlllon, de'lh or executor, tiC,)
Deeendenl was domiciled at death in Cumberland County, Pennsylvania with
~,1.!L-last family or principal resldenc~ at _ 1674 Douqlas DriveJ.i)rlisle, PA 1'1013
....lliQ.rth Middleton Township)
(1151 Slreet, number and muncipallty)
Deeendent, then 63 years of ag~l. died January 13 L ,19 97
at 1674 Douglas Dr., Carlisle, I'A 17013, ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
Incompetent: -!:!2 except.ions .. _
Decendent at death owned property with estimated values as follows:
(If dornleilcd in Pa,) All personal property
(If not domiciled In Pa,) Personal properlY in Pennsylvania
(If n()t domiciled in Pa,) Personal properlY in County
Value of real estate.in Pennsylvania ,
situated as follows: 1674 Douglas Dnve, Carlisle, PA
owned as Tenants by the Entiret.y
$
$
$
$
17013
IJnA"timat.Ad
WHEREFORE, petltloner(s) respectfully request(s) the probate of the last will and codicll(s)
pr"ented herewith and the grant of letters Testamentary
theron,
(testamentary; administration C,I,a,; admlnls1ration d,h,n.c,t.a.)
t
'6~
..~
'0,"
~,=
~~
'll'.
$ 0
!
Iii
_4~;.A:,(tl'~i;r:.GLg';~dl;t
Sar L.A. McCulloUgh/
1674 Douqlas Drive
__ Carlislo, P^--.l10lJ
H-?4q-?q~? _
--W.<24J-JSJ1
SSN: 182-34-3568
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAUH OF PENNSYLVANIA } ss
COUNTY Of' .-1:JHlI&1IND
The petilioner(s) above-named ,wear(~) or affirm(s) that the statements in the foregoing petition al'e
true and correcl to the best of the kilOwledge and bell~f of petltioner(s) and Ihat as personal represen-
tative(s) of the above deced~nt pctitioner(s) will well and truly administer thc estate according to law,
Sworn to or affirmed and ;r;bscribed
beforc me this ____~__ day of
Pt,~,~:o:;.~~:=.~_97 _
~ ~ry C. Lewi..RegislCf
IS -/10'1 - 1(.) P...... ~~. ur1~
{. -,.., '"
~.L~uuL:1'ZZ2~:?P.;:<.'U?'7'~ OQ'
Sarah L.}\. McCullough / ~
"
------------ ~
. ~
No. 21-97 200
Estate of _--I&Qnard B. M~ullouqh
, Deceased
DECREE 01<' PROBATE AND GRANT OF U;TTERS
AND NOW ___..l'.!;i~RUAI~X_f..!L____.__ 19..JlL.., In consideration of the petition on
toe reverse side hereof, satisfactory proof having been prcsented before me,
IT IS DECREED lhat the instrulI1ent(s) daled__ March _~ 199:!....--_____
described therein be admitted to probate and filed of record as lhc last will of _,__
Leonard B. MCCul1oU.sh......____________
alld Lellers Testamenta.!Y.-
are hereby granted to Sarah_.kA. McCullouqh
Mary C.
Le/lliis')y-IO ILU ~
~Sl;~-:(} :t..
~~ P,8, Utf.....~
FEES
~-
$.6..O.....Q.2......-
$ ,.00
$ 6.00
$ 5.00
TOTAL ,_ $7~.00
Filed""" ,r:~R:, ,?~,(i-,~~,~ ,I,~~~,~,
Probate, Lelters, Ete, .""""
Shl)rt Certlflcates( 1> ' , , , ,. , , , ,
ie-n\lWl%n ................
JC':P
ATTORNBY (Sup, Ct. I,D, No,)
Robert R. Black, Esq. (06267)
36 '>. Hano"~r 8t . ('"rli" 1 A, PlI
ADDRESS
17013
(717) 243-3727
PHONE,
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INHERITANCE TAX RETURN
RESIDENT DECEDEN1'
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
c_
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/OR DAlIS 0' PlATH AnlA 1 ~Ia 1/91 CHICK HIRI
If A SPOUSAL
POVINTY CREDIT IS CLAIMIP [I
'IU NUMBIR
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COMMONW!AlIH Of PfNNhYlVA.t~I~
DfI'AMTM[N10f RfV(NUl
WI 110""1
HA~RI&lUIIO, PA 17 2ft,0601
. .o[ - fD[N-l~' 'I~~-Mf -iIAl,-,',IJi,".ANo"MIOOl; --;-Ni, iAl t.~ ';"L~' ~~-.,~-~-,,--,-.-.-'-"..'-. - c_
McCullough, Leonard B.
f6cIAI',WiiiihtflIMllrll---- . 'lilA-Ilor ,ifAIH
_..1.~o.=3.6=~j(~~I)_d__U '" 1/13/1)'1
III .Il,1'1I01Hf lU_~I~IHU HO\IU & ~j~MI (1~\1. Ilnl Mill MIlJl'lI 1t!lII~ll
1(,74 DOllgJi'fl Drive
Cilrll.r;li', I'^ 170D
C'''",[ Clun!x'rUlIld
AMOlltlllllWVW (Hf IN!.TIlUClIOf'HI- -~ ,~--~~...
$24,664.47 _ _ _ , __ ._
[ l 3. Remainder Return
(for dut.. of d.a.h prlor'a 12,13,82)
[] 5. Federal etlnte Tal< Return Requirod
JL B, T 1)'01 Number of Sofa Depotil BOlltll
'17
0200
'(f;M~
NUM6ER
21
COUN" COOE
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\~O(I"'I-~frUIlI'Y tHJMUIl:
182-34-3:,(,8
I -J 2. Supplemlln!ClI Return
! J 40. FII'ure Inlere,t Compromise
Ifor do... of d.oth oh" 12,12,821
Decedent Died Te,tato ['-1 7. Decodenl MaintaIned CI living Trull
IAIloch cop~ 01 Willi IAIloch copy of !~,_
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.
NAMf--' -- COM'l!t"'fM.iJliNij-.ulDfErr--.--------.--~---.-"-
Robert R. Black, Esq. 36 South Hanover Street
f1lfPH-o"TNui.i"'------'---'-------"--"'-----'-----..- Carlisle PA 17013
,,~.L2!3o,~,=~3-:~2.2,?...._=.~===,==~~~=_=,=,~=~o ' ,,' ..2~' ~~=_.
1. R.ol Eliott ISch.d,t. AI 111 _,..,___",..,None,
2, S'ockl and 80ndl ISch.d,l. 81 (21 _,,_..__..)lL84.~,...4,7..
), (lolOly H.ld S.ocklPorlnonhlp tnt",,'ISch.dul. C) 131 ___.__,_".1"<>118._..__,.._____
4, Mo"goO" ond Nol.. Rec.lvable (Sch.d"l. 01 14 I _,_, -,-, , .,_ Ncll1e_
5. Cash, Bank Doposih & Mltcellaneou, Personal Properly (5 I ~.._..~_.."),.~)5..~..qo___..._.__.
ISch.d,l. EI
6. Jolnlly Owned Prop"'tISch.d,l. FI (61 ____,____N<lI1,e___,___,,_
7, T'OIllltrlISch.d,t. GIISch.d,l. LI 17)_ _,__..,__ ,/IIOne__,..,_,___
B. Tolol Gron Aueh (tolol L1net 1.71
9. Funerol Ellpemes, Admlniltrotlve Co,I'1 Mltcellaneoul
EKpenl81 (Schedule HI
10. Debh, Mortgage Liablliliel, liens ISchedule II
11. To.ol D.d,"lo", Itolollin.. 9 & 101
12, Nel Vnlue of estatelLlne 8 minuI Une 111
13. ChurllClble and Governmental Roque," ISchedule Jl
14, Not Vatu. S,bl'" 10 TOK (lint 12 mln", line 13)
15, Spoulol Transfers tfor doles of dealh alter 6.30.941
See 1",lruttions for Applicable Percentage on RevorlD
Sid., Ilnclud. valu.. from Sch.dut. K or Sch.dut. M,)
16. Amounl of Line 14 tOkoble 01 6% role
jlndude values from Schedule K or Schedule M.l
17. Amount of Une 1 A tOil able 01 15% rate
llndude values from Schedule K or Schedule M.l
lB. Principal '01< due (Add 101< from Unet 15, 16 and 17.)
19. Credlh Spouial Poverty Credit Prior Poymenh
McCUllough, Sarah
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20. II Line 19 II greater Ihon Unfl 18, en'"r the difference on Line 20. Thh II Ihe OVERPAYMENT.
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Chedc hOle if vou ora foquelHng a rofund of vour ovorpavmont.
21. If Line 18 Is grealer Innn line 19, enlor the dlfferellce on Lino 21. This is 1118 TAX DUE.
A. Enlor the Inhutllt on Ihe bal(lIlco duo on Lino 21 A,
n EI1!lH Iho 10101 (JIlin" 21 olld 71A Oil line 21(\. This i\ IIw BALANCE OUE:.
_M,ok. Check. ~avoble '01 R.ol~ter of__WUl.~! _~~.~!l'
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~ !_~!~~.~or..".'~!I_~n_~~...._hi.~,~\y.!:epore~ h_o_s_ony k_no_wlodgfl.
"O1,~;l" "vr,""J)Yf!';~"~~,,: A['i"~~741~1l~;aS_I)~-" Ca~~~~le'up~~7Q;3~~-~ OA1'---- ------
"'jX1Lil~~:'('fANI?~S'~'t':;IC(~. An"~:: ~;, Ilanover st" CarlIsle, I'~ 17013 o.t'il~}ZJ:==
laV.UII t~t 1'.111
l SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
.. ..._MISC~~L~~EOU~. E~~~~_SES _ __ P"12.t"'. PEI~!_~r_!_YPL___
~FTLF. NUMBER
McCullough, Leonard fl. ________.____1 21-97-0200
-~.._~-~------~-_.._~~. --.--.-- _._~.----.-._--_._- -- -_...----..---- -.--
DESCRIPTION AMOUNT
.
COMMONWlAIHI Of PtNN~VI\lANtA
INtlUIITANCE TAl( RETURN
R~~tDFN' OE~.f~~NI
ESTATE''llF'"-
ITEM
NUMBER
A.
1.
2.
3.
8.
2.
3.
4. I
C.
1.
2.
3.
4.
5.
6.
7.
8.
Funeral Expenlt..
Hoffl1\c1l1-Roth Funeral Herne, funeral
Carlisle Elks, funeral luncheon
Saint Patrick I s Churchr grave opening
5,845.50
371. 01
700.00
1.
Admlnlstratlv. Casts:
P.rsonal R'prosenlative Commissions
Social Security Number of Personal Representallve:
Vear Commllllons paid
Allorney Fees
Landis, Black & Schorpp
Family exemption
Claimant Sar{l.h L.A. McCullough Relationship
Addrell of Claimant al decedent's death
Streot Addre.. 1674 Dougl<W..~
City ~_ .Slole JA-. Zip Code 17n1.L_
1,000.00
3,500.00
apnll!=lA
Probate Feos
As advanced by Landis, Black & Schorpp
Miscellaneous Expenses:
196.09
Farmers TI'llst Ccmpany, signature guarantee
5.00
TOTAL (Alsoente, on line 9, Recapitulation) S 11,617.61
(If more spac. Is n..d.d, Insert additional sheets of same sl...)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
/~r/(p ~r / ()
8URHIl OF INOIVIDUAL TAKES
INHUH TANH TAl< lJIV1!iION
lJI:rl. i'llOC.OI
IIARRlSBUNG, flA 1111&-0601
NOTICE Of INllEHlTANCE TAK
APPRAISEMENT, ALLOWANCE OR DISALlOWANCE
Of DEOUCTIONS AND ASSESSMENT OF TAK
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-17-97
MCCULL OUGH
01-13-97
21 97-0200
CUMBERLANO
101
ROBERT R BLACK ESQ
36 S HANOVER ST
CARLISLE PA 17013
(.'. .~ {,\. 'i$."
.... ;, ...~.,
, ' ,.;,,~>..',.,
"1(, 11:~i'fl~1'1' %~
r . ,na.: ..:~.
i..~~1'~~ 'l~~
.'.'lHI u." (11.'11
LEONARD
B
~. .
t..".
n"=:=~~::n-~':~~=~~~_~=:J
CHANDED
III
121
131
141
151
(6)
(7)
.00
21.829. !tL
.00
.00
2,835.00
.00
.00
1&1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
ifEV: 15''-7 - Elf -A FP - ((IF 97"'-- Ni'i'fi cE - .0F. i"tiH!ii iT ANtE - T"i. x.;'-,; PRi!" is !;.fENT "; "Ai. row A 'N"t E. iili'- -- --"". - - - -". -.-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCULLOUGH LEONARD B FILE NO. 21 97-0200 ACN 101 DATE 11-17"97
IAK HE TURN WAS, I X I ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1, Real Est.t~ (Schedule A)
2. Stocks and Bonds (Schedula BJ
3. Closely Held stock/Partnership tnter,st (Schedul. C)
4. Mortgages/Note. Receivable (Schedule D)
S. Cash/Bank DepDsits/Hisc. Personal Property (Schedule ~)
6. Jointly Owned Prop.rty (SchDdule f)
7. Transfers (Schedule GI
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS,
9. Funeral Expenses/Adm. Cost$/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liebilities/Liens (Schedule I)
11. Total Deduotion.
12, Net Velue of lax Return
15. Charitable/Governmental aeque.ts) Non~.l.cted 9115 Trusts (Schedule J)
l(t. Net Value of Estat. Subjlt:t to Tax
If an assessment was issued previously, lines
reflect figures that include the total of a!J.
ASSESSMENT OF TAX:
15. Amou~t of line 14 .t Spo~~al
16. Amount of line 14 taxable at
17. Amount of line 14 taxable et
18. Principal Tax Due
NOTE:
rllte
LineaI/CI.,s A rate
Colllt.ral/Cl... B ".te
TAX CREDITS:
-..--- ------.
PAVMENT RECEIPT
DATE NUMBER
DISCOUNT 1+)
INTEREST/PEN PAID (-I
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
19)
110)
11,617.61
NOTEl To insure proper
credit to your aCQount,
sub~it the upper portion
of this form with your
tax pay,"_nt.
24,664.47
11 .617 61
13,046.86
,00
13,046.86
14, IS and/or 16. 17 and 18 will
returns assessed to date.
.00
.00
.OC
.00
_ 'JL~
'~_~.._J
IF TOTAL DUE IS l.ESS THAN 11, NO PAVMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICR1, YOU MAY BE DUE
A REFUNO. SEE HEVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS. I
, Q.O-
Ill)
1121
1131
114 )
1151
(16 I
(17)
13,046.86 K . 00=
.00 K .06,
.00 K.15=
(1&)
AMOUNT PAID
TOTAL TAX CREDIT
---~..
BALANCE OF TAX DUE
----,.--..-
INTEREST AND PEN.
--.----..-----
TOTAL DUE
RESERVATION I Elhtn of ,dee,dlnts dyJng on nr beforl Dlcllllblr l2, 1982 ... If l'lnY future lnbrut in thl utat. h trl!tn,f.rr.d
i~ pnlju.lon or InjOYfllllrtt to '1;1." B (coUaterall blinefiolarl.. (If the dl~ldlnt lIfhir the el(pir'IlUon of IOV ..tatlll for
IlfA IH" far years, th_ CO"lIIonwulth hlrlby el(prllllv relllrv_i th.. right to apprnheltnd 1Il.1.. tronlfer Inherltenoll Tox..
at 'hI lftwful Clall Il (collat,rlll) ration ony Iluoh futur. Intorut.
PURPOSE OF
NOTICE I
To fulfill ttt, rClqulruents of Sect)on 2140 of the InherItanct llnd Elhte fax Aot, Act 21 of 19~5. (7Z P,S.
SectJon 9140).
PAVMENT!
Detach the top portJon of this Notice ~nd submit with your pllymQnt to the RegIster of Wills prInted on the reversa Illd',
--Hake check 01' manlY ordar pflyf\bll tOI REGISTER or WILLS, AGENT
REFUND (CR) 1
A rlfund of 8 tail oredlt, whioh was not rClquGShd on the Tox Rllturn, may be requuted by cnmpletlng on "App1iontlon
for' Refund of Plnnsyivsnla tnherlhmc8 ond Eshlh Tax" (REV-Ul!). ApplloftUons ore avaihbh: Bt the Office
of tIle R"9hhr of WillI>, any of the 23 RevlInuo District Offlc~!;, or by colling the SPQchll 24-hour
answerIng s.rvlc, numbers for for~s ordorJngl In PennsylvanIa I-SOO-362-20S0, outside Pennsylvania ~nd
withIn local HarrJ.burg ar.a (717) 787-8094. TOOM (717) 772-2252 (Hearlng tmpalred Only),
08JECTlONSl Any party In Interest not' satisfied with the flPprflhement, allowanoe or dlullowance of deductions, or 8S$llUm.nt
of t8'X (Jncludln" discount (Ir Interutl liS shown on thh Notice must object within sixty (60) daYI of re(JIlpt of
thh NoHclI bYI
nwrltten protut to the PA O.partment of Revonu., Bol!trd of Apper,!.. D.pt. 261021, tlC'lrrhbvrg, PA 17lZ8-lnZl, DR
--ol.ClUon to havI the mettlr datermln.d lit sl.ldit of th. ftCcount of the persons 1 reprlunhtlve. OR
uappeal to the Orphanfl' Court,
ADMIN
IStRATtVE
CORREC T IDNS I
factual errors dlsoovel'ed on thh lIuusment should be address.d In writing tOI PA Oepartlll.nt of RllvllnulI.
Burll.!lu of Individual Taxes, ATlNI Post AUUSIIllnt Reviow Unit, Dept. 2806011 HnrrlsbuflJ, PA 171Z8-06Gl
Phon' (717) 787-6!iOS. S.. pagl 5 of tho booklat "InstructIons for Inherltllnce hI< Return for B Rnldlnt
Oecedl\;nt" (REV-ISDn for 8n oxplanfltIon of adlll1nlstrBtl....llh' torrecteble .rror'll,
DISCOUNT I
If any till< due III paId within three (3) cn1endar ,"onth$ afhr thl dClcfldent'1l death, " fi.... pllrcent (s%) dhcou~t of
the tIlx pold 1. allowed,
PENAllY 1
The IS% ta~ amn..tv non.p~rtlclpfttlon p.nalt~ 18 oo~put.d on tha total of the ta~ nnd lnter..t b.s....d. and not
paid before J8nUary 16, 1'J96, th.' first day aftlltr thl end of the h~ lImnuty p~r lcd, Thill non-p81'tJclpatton
penalt~ 18 npp.al~ble In tho la~. ,""nnlr ftnd In tho tho tam. time period n. you would appeal the ta~ and lntere.t
that h&1 been nSI...~d 8. Indicated on this hotlce,
tNTERE'STl
lnt.rest II ohargld blglnnln" with first d"y of delInquency, ar nine (9) months and one (1) doy from tho dati of
deeth, to the dah of paYlIlflnt, TaI(IS which bllcarUI delinquent b.forlit January 1. 1982 bear tntlrut 8t the rete of
silo: (6%) parc.nt per annum r.slculeted at a d\)UV r8te of .000164. All ta~Il' which bacaMe d.llnquant on and hUer
Janu~rv t. 1962 will b.ar Intor8$t at n rllte which 101111 vary from calendar Ylar to calendar year with that rata
announcGd by the PA Unpartm.nt of R.....enu.. lhe applicable Int.rest r8te~ for 1982 through 1997 are1
Y.!!r tnterest RtltCl DailY Interut Factor :!ill tl~terut Rahl [Il1ll~ IntDrilllt Factor
1982 lOI: ,000548 1987 9% .000247
1983 16% ,000436 1968-PJ91 11% ,000301
1954 11% . OOO~OI 199? 9% , 000247
19a!i 13% .000356 1993.191)4 7% ,00019?
1986 10% .000214 1995-1997 9:~ .000247
--Intllrut II CBlouhted .. f{lllows;
INTEREST. 8ALANCE OF TAK UNPAIO X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
-.Any Nollee luu.d after th. ta:.< beeo"'.. de1l.nqullnt 101111 reflect an interut clllculat!on to fifteen (l!i) dan
bllyond tMe date uf the tlllllllSlllent, If payM.nt ill ",,,d. I!ftar the Interut eoftlputr.t1on dltll shown on the
Notlc~1 ~dditlon~l Inter'llt lIIust ba calculftt.d.
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