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HomeMy WebLinkAbout97-00242 PI':T1TION H)R I)ROHATI': and GRANT ()I<' LETTERS 2 1-ll7 - <<'La.. JANET M. DANNER No, 1'0: 1:\((/((' (~l al.H1 k"" "'II as Regisll'l' 01 Wills for the . ..., /)"1'1'"",,11, ('OUIlIY of Cumberlam.L._, in the Social SI'<'Urily No, 1 ~2.-2.2-8873. ('OIllIllOllwcnlth of I'ennsylvanlu The pclilion 1>1' 11ll' u'ldl'I',lglll'd IC'P('cl fully rL'pIC'CnlS 111111: YoUI' pNltloncl'('), II'ho is/arl' I H YClll' of alll' 01' oldcl' an Ihc CXl'CUIOr.. .. ._....._u..~.,__ named In Ihl'lnsl will of Ihc uho"e dce,'dcnl. ,hlled.. April 22, , ....._..._._~_.___. 19 88__ and codiell(s) dilled none . ~__,.__..__.._.___.__ (quIt' rl'll'\'1111l dri,'lIl1lSI 11 tll'l.'S , l'.g, Il'1l11l1l'illllnn, dl'llth lIt' l'\l'nltnr, ell:.) Deecndcllt II'U' dOllliciled al dClllh ill.. ...-<';u.m~rUlllg_~. .._~ ('ounty. Pennsylvania, wllh ~Uib. ~MjJ;Un~i~~~'rT~~~i~hi~f~dcneeal 103~1!:tel'~~~~~~arllSled~p. 17013 (Ii'l \Ilt'!;l, I1l1rnlll'! '111.1 Illundpalill') Deeendenl, Ihell _.._... ?:L_ ycal" of age, died. ..Fe!>~.l'!l!J'..~_6-,---___, 19 97 al.... Ca.rllslll. tl.9~qpl!{Ih.Cl!rU~..p..I!L_m . ._~.._......_".____ hel'fll a' folioll", dlwdent did 1I011llarry, was 1101 di"OI'l'ed alld did nol have a child bol'll 01' adopted afler eseclIllolI of Ihe 11'111 o[l"l'ed for prohate; wa' 1I01lhe "ielilll of a killing and was never adjudicaled illCOI11 Pl'l ellt :....._ ..,.1'LQ. !3.l(g.l~PJ!Q!l,S.,...__... ._.._.,._. ........._.....,.....__..._ . DCl:l'ndelll at dcnlh O\\'IH,'d properlY with estimuted values ns roll ow\.;: (If dOlllkil<,d ill I'a,) All personal propcrty $--..lJIlilll.m.M!l1L__ (If nol domieilcd in I'll,) Pcrsonal properlY in Penn'ylvania $____.__ (If nol domieikd in I'a,) I'ersonalpropcny in County $ Vallll' or rcall'.qatc ill Pcnnsvlvania $-1Ill~_timated ,iluall'd liS follnws:___..HQYJl~J\nd..!()tj)Lg!'.oun..<!..at J03 Petersburg Road, Solillll'VllOareton _Township.,CumberlIlIld..C.o.un1y...P.aL..__.._.. ~__________~..__._ WHI'.REFOIU', pelllioner(s) respectfully requcsl(S) Ihe probale or the lasl will and codleil(s) pre\elllcd hercwilh and Ihe grunt of lellcl"..._ws.ta.m.enWL-..___. thl'ron, (ll"tanH'I1I11ry; ,Hllllini'lration C.I,it.; administration d.h,n.c,l,a.) , " o e :27 (;;::: et:;:! '":l~ c':": ,'- 7-0:; ~-3 t:: ';;I, 'm r ~~ ~~0- \~~. ,(\ . 1..4- "='~r~~~~~1~f.e~?I~:C'- -::'::'::-:~~:~Q'y~VmEl.Lp~-1!047 __~ ------. ._~--_._-~--. _~ __'_.~___n.'. ~_~____.. ____._ -- - -------. _. ------------. . ---- ----- . OATI-I OF PERSONAL REPRESENTATIVE COMMONWEALTn 01' I'ENNSYLV ANIA COli NT" OFc;.DMBERLAND I ,~ t t;o SWO!Il III \ll llHilllll'l1 dlld \lIh\l'I'ibl'l1 bel""t' lilt' II", 12th da, of Mar~~, . . \ 1'1 1f7 '/'fIQJ.y, c., ~.u.H." f.'::: P B i\ : : A OMary C. Lewi~.i, '~i'.t:i\\'" --q Thl' pctillOflt,'l"("') ilha\'t'-nallll'd \\"carl") or arnrl1l(s) that till' slat l'lllt..'nt s in the foregoing petition are lruc HllLll..'oHt'rl_ 10 Illl' hl'\l Olllil' kIHl\\'kdgc and hdicr or pctltiolll..'r(s) and that us personal rcpresen. lllli\,l'(<.) or I Ill' i1hll\T dl'l'l'lklll lH:llliOllt'l(S) will \\'1.'11 and truly administer 1 hI.' estate according t111aw. I (JCk~A'~ . ~~~~---~= f 1-------- . --- -..--....~----_.~~=.=-= ! t _'_-'__"__ ~ N 21-97- 242 O. Estate of __ Janet M. Danner , Deceased DEeR.:.: 0)<' PROBATE AND (.RANT OF LETTERS AND NOW __~_,__u~at~_b..tL.._._....___, _ I'! ".l!L..., In consideralion of the petition on the reverse side hereof, satisfactory proof having heen presenled before me, IT IS DECREED that Ihe Instrument(s) dated,,_.----Al;!rll22..l.i8.R. described therein be admllled 10 prohate and filed of record as Ihe last will of ~ Dannel' ..________...,,_._____,_._____ and Letlers _____TestamllI11lU's.. arc hereby granted to James NesblL.__,___._,. 'nn^" (\. ;C;: , ~Re~I~'" of FEES Probate, Letters, Etc. """'" $ 115.00 _ Short Cert.lflcatesCl ) , . , . . , . , ,,$ 9. 00 Renunciation ...".,.""..,. $ JCP $ 5,00 TOTAL __, $129, 00 Flied ,..,..,. MNW!'!, . ~A ,,~ ~ ,9. 7, , , , , , . , FrllY and Tiley ---!}y Robert M. Frey, Esq..L #06274 ATTORNEY (Sup, CI, 1.11, No,) 5 S. Hanover St,. Carlisle, PA 17013 AllDRHSS 717-243-5838 PHONH W~ ~ :0 ::0(0 IT! 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DANNER 1, JANE'I' M, DANNER, of South Midd leton 'I'ownship (mailing address: 103 Petersburg Road, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made, 1, I direct my hereinafter named Executor to pay all of my just debts and funeral expenses as soon after my death as may be found con- venient to do so. I direct that my funeral services be conducted by Ewing Brothers Funeral Home, 630 South Hanover Str.eet, CarliSle, Penn- sylvania, in a manner substantially similar to the arrangements made for the services of my father, Luther E. Markley, and that my body be interred beside that of my father, Luther E, Markley, on our burial lot located in Possum Hill Cemetery in Lower Prankford Township, Cum- berland County, Pennsylvania, 2. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I direct shall be converted into cash by my hereinafter named Executor as soon after my death as may be found convenient to do so and divided equally among the following four (4) of my children, their heirs and assigns, provided each of them shall sur.vive me by a period of ninety (90) days, but should any of my hereinafter named four children fail to so survive me then the share such deceased child would have received shall paSS to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining shares, per stirpes, The four (4) children of mine to participate in this devise and bequest are Margaret Arlene Grimes, Ovetta A, Nesbit, David M, Danner, and Mark D, Danner, 3. I have made no provision herein for my son, Daniel L, Danner, not because of any want of affection for him, but because he is com- fortably situated in his own right and I have made such arrangements for him during my lifetime as I felt appropriate. 4, I hereby nominate, constitute and appoint my son-in-law, James Nesbit, of R, D. #1, Loysville, Perry County, Pennsylvania, as Executor of this my Last will and Testament, but should he pre-decease me or fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my daughter, Ovetta A. Nesbit, as alternate or successor Executrix, and I further direct that neither of them shall be required to post any bond to secure the faithful perfor- mance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN my Last Apri 1 WITNESS WHEREOF, I have hereunto will and Testament written on one , 1988, set my hand and seal to this (1) page, this 22nd day of ;-~-(_:IA\.I:-L 'h1, ~~l'_"Vl-u'lj Janet M, Danner (SEAL) Signed, sealed, published and declared by JANET M, DANNER, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses, l'2ll.~- 4.. "~ p~ jl,{ CERTIFICATION OF NOT1CE UNDER RULE 5.6(a1 Name of Decectentl Janet M. Danner Date of Death I February 26, 1997 Will No. _Admin, No, 21-97-0242 To the Registen I certify that notice of beneficial interest required by Rule 5,6(8) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on _~Il 2, J 997 Name ~9.dres s. Margaret Arlene Grimes, 1962 Wal.!l.Y..t_Botto~J:l:~.!l~,S:ar~i~.I_':LPA 17013 Ovetta A. Nesbit,R, 0,1, Box 197, Loysv~!1~-, Pa 17047 David M, Danner..!. P. 0, Box 242, Mt, Holly Springs, PA 17065 Mark -0, Danner, IT54Shippen~burg Road, BlgICrVlIle;l'a-r'mf'l Daniel L, Danner, 1046 Centerville Road, Newvllle, P_~!.?~i!..__, Notice has now been given to all persons entitled thereto under Ru,le 5.6 (a) except no exceptions Datel April 2, 1997 ~ '(-,'S I~I ~~" }(! .. 'J{L ,11- .1 ~. ., ,-- t;,;r: 'f1 ~ , o ~} ,:) Cl>a; ,.... . L 0: f'\ '(),l ::l Gu ff~'--t(, ~~ SignatureT Name Robert M, Frey Address 5 S, Hanover Street Carlisle, PA 1.7013 Telephone 11.17) 243-5838 capacity: Personal Representative X Counsel for personal representative fOR OA,TIS Of DIAIH AnlR 12/31/91 CHICK HIRt INHERITANCE TAX RETURN ~o~::~U~:~DIlIICLAIMID [ I RESIDENT DECEDENT IIU HUM'.I COMMONW,^lIH Of P!NNIVLVANIA (TO BE FILED IN DUPLICATE 21-1,1'1-242 OHAIITMENT Of REVENUE H..",fJl6 ~~~~:",0601 WITH REGISTER OF WILLS) COUNTY COD! Y[AR NUMB!R __ t. .... _..... _._... ._. ''<~'''' _ ,__.... ....._~__ . _____m.' ._ __,_______ -.... ______ , ... -,- , -.. . -.-, .... ------ ---. ...... ........ '---_' . , ...... '""..___..., .... o DAN ~ il~:5~~~ I~~ ~~lr '~IlH.11 .-----.---.~.--I[iRf(lll~~~~));~~fr~~~~ R~.~~--------- ~ SOCiAL S[CUIlITY NUM'I~ .'"<...-----. JhA'EO-'-OfAfltn.. IOAf'Offt'liil-i Cfll'11s)o, PA 17013 ____~____ II' "~~'~I~I~U~_:~:~-~~lli-'I'"i1i"-'-i""'"O~:~~I:"~'~' 1 FZ'A~-~tlX'i3N1~,};2 a (0'"'[ AM~u~:1:~~~6Ui~~iNi"UCTlON:~-~--~---- - ---- [l!Il, Original R.,u," [] 2, Suppl.m.nlol R,'urn [ 13, R.molnder Rerurn lfor dale. of death prior 1012.13.621 [] 4, UmitGld Eltote 1--1 40. future Inlerllll ComrlOmll& [15, fe~eral Eliot. TOIt keturn Required (for datel of dealh after 12.12.82j l&l 6. Deced"nl Died Teslole LJ 7, Oecftdent Mainlalned a living Tru,t .Q_ 8, Totol Number of Safe Dopolll 80"" IAlloch copy 0' Willi (Mach copy 01 TrUll) : CI R[V,lS00 f)(~ llqd! ~ ",:$.. Illf~ zf9 u:c'" _ FreLllnd l'ikY...______n____'_____..,_ 5 S. Hanover St, TH"HONf NU",'" CUI'lisle PA 17013 L71J J 243-5838 ' ';. , ___,~=--=..-=-_=;;;;=.:;;=.-;:.;.===~.c.:.:_=,:_.=.:;=":':;~:;;;_"__.....:;;.:.:.,:::==___:::._=__...:.:c".~=''::'''7_-''-=~ 84 900.00 111 __,__________1__ __..____ ___,_.__ I 2 I _~_._____.______iO_JlJL__ 131 -_,_________________ I 4 ) ---___,,___________,___,__~___ I 5 ) __.___l!...l1lill.lL___ 970,67 16) _____'____n_'_________ 17) ___________, / I- _I '* filffi .... ..z 8~ z ~ ! .. I, R.ol E"ol. (Sch.dul. AI 2, Slock. and Bond. (Sch.dul. B) 3, Clo..ly H.ld Slock/Portner.hlp Inl"." (Sch.dul. q ~. Mortgages and Notel Recelvuble (Schedule OJ 5. Cash, Bonk D,polllI & Milcellaneoul Personal Property ISch.dol. E) 6, Jointly Own.d Properly (Sch.dul. F) 7, Tronll." (Sch.dul. 0) (Sch.dul. L) 8. Tolal Grall AU.lIltolalUntll 1.7) 9. Funeral hp.nulI, Admlnlltratlve Cosh, Mlscellaneoul Expon.., (Sch.dul. HI 10, D.b", Mortgage 1I0blllli.., 1I.n. (Sch.dul. II 11. Tolol O.ductlon! (tolollln.. 9 & 10) 12. Net Value of Ellotelllne 8 minus line 111 13. CharUa~le and Governmental Bequests ISchedule Jl 14, N., Volu. Subjeclto Tax ILln. 12 ,!,Inu. ~In. 131 15, Spou.ol Trond." {for dol.. of d.olh after 6-30-941 See Instructlonl for Af,pllcable Percenlage on Revene Side. (lrlclude v(Jluel rom SchedulfJ K or Schedule M,l 16, Amounl of Une 14 toxoble at 6% role llnc:lude valuellrom Schedule K or Schedule M.l 17, Amount of line 14 loxoblfl 01 15% role jlndude v(Jlutl frotn Schedule K or Schedule M.l 18. Principal tOIt duelAdd talt from linos 15, 16 and 17,1 19, Credih Spoulol Poverty Credil Prior PClymenh If ,'/ (I t__ z C> ;:: ~ IE C> u S + 1q.""1I,';~ir,~.'llr.f!i!:UW_~f~l'Z;r,;:, ' UI (9) _______19.343,10__ (101 (81 _~_..l!l.19liJ!.,_~__ . 19,343,10 80,617,_,/0__ III) (12) (13) 114) 80,617 ,70 (151 _M._- (l61______8JL,Jl.lL10___x06. 4 1~~'?.'_0~. (l71____________________x ,15. (161 4,837,06 -~-_..-~-~--....._~._---- . DI$Counl + - - --- _..- ._~~.~- Inlerell (19) (20) (2lj__4t837_.06 (21AI 12181__~_~:~::'3,~3'7. 06 20, If line 19 II grealer than Untt 18, enter the difference on line 20. This h Ihe OVERPAYMENT. aD CliNk here If you orC' requesting a ro'und 0' your OV('lpoyrtl~nt 21. II line 1& il grflaler than Line 19, enter the dilf(lrence on Line 21, Thi, i$ the TAX DUE. A. Enter the Inler,,1 on Ihe bolonce due 011 Line 21A. B. Enter Ihelotol of line 21 ond 21A on Line 218. This is the BALANCE DUE. __.__~ Make ~h.c~p.~!~~~!u!~~_~_~~~~.'_!_~~_~!~~.L~_g!~~ 'x.' "c.'",~ $URE TO ANSWER 'ALL QUESTIONS ON REVERSE SIDE _!,ND TO RECHE~~ MAIH~~_____ Under penaltlft$ of perjury, I declare thol t hove ex.omined this relurn, illcluding oCl;omponying ~ch6dllltl$ and stotements, and 10 Ihe besl of my knowledge ClI\d beliof, 11 II true, cortfl(t and complete. I declare Ihat 011 real ellalo hO$ bOltn reported allrue markel yolue, Declaralion of propmer olh~r Inon the personol reprolontoli...~ h baled on all informal ion of which preporer hO$ any knuwledge. (~::~::~:~~:;~~~:;,~Z~~:;i:~1::,',~:NH~,;,~~,BO~HI1, LOYSvm:, PA 1704'1-- u ~;';J"l~97. " r2~~:n,.nu '1>,( 5 S, Hanover St.,Curlisle, "A 17013 Sept. ,1997 _ UV.UO'ifM+lll.UI W COMMONWEAlTH Of P(NN5'f1V-,NIA INHfRlT,4.NCf TAX RHtJRN USIDfNT D[c:fDfN1 SCHEDULE F JOINTLY.OWNED PROPERTY JANET M. DANNER --'---='~'~-'--=='rILl NUMiER -0 -.- .- 21-07-0242 ________ _. ________. __,___.,__.__~ _.~.~___~_._r_'n~~.__.~'_'_"__~ ,. ASTATE or Joint 'onant(,), .__....________ ~AME,_~_~______ A. OvaHa A Nesbit ____________.ADDIl.~~_ _____~__ Box 197, R. D. 1 LoysvlJ1e, PA 17047 RELATIONSHIP TO DECEDINT Daughter s. c. Jalntly.awnod p..porty, ITIM LmlR DAn DECO'S FOR TOTAL VALUE DOLLAR VALUE or NUMBE JOINT MADE DESCRIPTION or PROPERTY or ASSET % INT. DICEDENT'S INTEREST TENANT JOINT ---~-- I. A 3/3/86 Bal, York Federal Acct. #090-411638 1,706.93 50% 853.47 Accrued Interest to 2/26/97 1.78 50% .89 2. A 3/3/96 Bal. York Federal Acct. #109-10977 232.21 50% 116.10 Accrued Interest to 2/26/97 .42 50% .21 TOTAL IAI.a enter on IIn. 6, Recapltulotlonl $ 970.67 (If more space if> needed imert additional sheets of same size) IUVllllfX. flea) 1I~'~})1I .04:Cf/llh (OMMQNW["llH Of Pt'NNsvl.V^NfA fNHfRtlANC[ TAX RfTUIH~ R~~ID E_NT_.Of CE!?~. ~T ilTATI OF'-' l SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELL,ANEOUS EXPENSES,,! .... m......~!!a.! Print or Typo , ". ~---'-'----"'-"----m:rNUM8ER _..~~~..,," JANET M. DANNER .I " ..._.~.~!-97-_02~~__m. _ . - -_._-.~ i:~~~;;:~~;;;:~~~"M H,,":'~""'ON Centervl1le Cemetery, burial lot Clergy and music Immanuel United Brethren Church, funeral luncheon Georges' Flowers, funeral spray AMOUNT 4,453,21 400.00 125.00 60.00 106.00 8. .. Admlnl.tratlvo Ca.t.. 1. Personal Roprelentatlve Comn,llIlonl Saclal Security Number of Personal Reprelenlatlve, Yoal' Commllllonl paid _",,__~,__ 0.00 2.. Attorney Foel 4,934.57 3. Family exemption Claimant 0,00 '_"___ Relatlonlhlp Addre.. of Claimant al docedent'l doath Street Addre.. City _~,_~____State__ Zip Codec- 4, Probate Feel C. MI.e.llanoou. Expon.... 1. United of P A, telephone 2, VOl, gas 3, PP&L, electricity 4, Carlisle Hospital, account 5, Shermans Dale Family Practice, account 6. Cumberland Law Jou~nal, advertising Letters 7. UOl, gas 9, SMTMA, water and sewer 129,00 19.86 9.00 23,21 14,00 24,75 60,00 9,00 99,00 TOTAL IAllo enter on line Q, Recapitulation) S (II moro .poeo I. noedod, In.ort additional .h.o," ollamo .bo.) /5:/61-C/ IUREAU Of {NDIVIDUAL TAKES INHlRIlAHC'" ".I( DIVI\IDH IMPL 1'.OfIQl HA"IIIUUAG, Pi 111<'1"0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE Of INHERITANCE TAK AP~RAn~HENT, ALLOWANCE DR DISAI.LOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAK OAT! !!STATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-15-97 DANNER 02-26-97 21 97 - 0242 CUMBERLAND 101 [:=_-_~~~~~f~L~~~lli~ l 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 ~ R Eli: m-i - iif.;. j:ji" i o'ij: 97T"NoYi CE - -OF - i"NHEii if A N-cE - "fAX - i.-Ii piiX i ii iifEN'f; -;. i. i."OWANCE - iiri - - - - -- - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JANET M FILE NO. 21 97-02(,2 ACN 101 FREY . TJ LEV 5 5 HANOVER sT CARLI sLE PA 17013 ESTAT!! OF DANNER TAK RETURN WAS I I X I ACCEPHD AS riLED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roel Elt.t. (Sch.dul. A) 2. Stock. and Bond. (Schedul. BI 3. Clo..ly Held Stock/P.rtn'~lhlp Int.r..t (Sch.dule C) it. Hadg."../Not.. R.ceh"bl. (Sch.dule OJ S. Cman/Dank Oepolit,/HiIC. ParDonal Property (Schedulo E) 6. Jointly Owned Property (Schadul. F) 7. Tranlf.rl (Schedule G) a. Totel AIG.t. CHANGED III (2) 151 141 (5)_ (6) (7) 84,900.0Q. 40.00 ,00 .00 14,050.1~ 970.67 .00 III APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.ral Exp."..s/^dlll. Cosh/Hise. Expansl. (Schedu!_ H>> 10. nlbtl/Hortgaga Liabiliti../lians (Schedul. 1) 11. Tot.l Daductionl 12. Hat Valua of Tax R.turn 13. CharH.bl./Govarrl...nt.l aaq\,..hl Non~al.obd 9115 Truitt (Schedul. JI 14. Net Value of ~It.t. Subject to Tax If .n ......m.nt was is.ued pr.viou.Iy, line. r.fl.ct figure. that includ. the total of ~ ASSESSMEN1' OF TAX 1 15. AMount uf Lin. 14 .t SpoYlal 16. Altount of 1.1n. 14 taxable at 17. Anount of Lino 14 taxable at la. Principal Tax DUll NOTE: rat. Lin.al/CI... A rat. Collat.r.l/Cla.. 8 rat. TAX CREDITS: PAVHENT DATE 09-17-97 RECEIPT NUHSER AA242245 DISCOUNT 1'1 INTEREST/PEN PAID I-I .00 L_ . If PAlO AfTER DATE INDICATED, SEE REVERSE FOR CALCULATION Of ADDITIONAL INTEREST, (9) 110 ) 19,343,10 (> / ~tl~ll . ,~l~.~~ "Vt .00 IUI 1121 1151 U41 II~-lh' !lIP (0""1 JANET M DATE 12-15-97 NOTE I To insure proper credit to your account, .ublllU the upp.r portion of thh for. with your t.x paynent. 99,960,80 19,~43 10 80,617,10 .00 80,617,70 14, 15 .nd/or 16, 17 and 11 will r.turn. a......d to dat., USI 1161 1171_ ,00 M ,00= 80,617,70 x ,06= ,00 K,15. UB) ,00 4,837.06 ,00 4,837,06 _~:8~?, O~~__I ,00 .00 ,00 IF TOTAL DUE IS LESS THAN II. NO PAVHENT IS REQUIRED, If TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, YOU HAV BE DUE A REfUND, SEE REVERSE SIDE Of THIS FORH fOR INSTRUCTIONS, 1 ------1 AHOUNT PAID 4,837,06 .J l'OTAL TAX CREDIT -----~-----_. BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ! ,I ill !:', H RESERVATIOMI E,t.tu of dflcedentl d~lng on or bafor. Dle,lItle,. 12, 19U ". .If any future int.r.U 11'1 thl I.t.t. it tnnlflrrld In pOI.."Jon or enJov-ent to Cl... . (col1at,ral) blneflel.rlat of the dle.dent .ft.r thl IMplr,tlon 0' any I.t.t. for 1JtI Dr for )I..r., thl CDlIlllOn~.Hh I\tIr.bv IMPrulh r...r..... the rl,M to appr.h. and ...... trlln,f.r InherI tancI "')(11. at thl lawful Chat. (collat,rlll rl'ltl on Iny Iyon future l1\t.r..t. PURPOSE OF NOTICE I To fulfill thl r.quJr...nt. of Slctlon 2140 uf thl Inherltlno. and E,t,t, Tal< Aot, Act Zl of l'ilJS, Ol! P,S, S.cUon 91401, PAVMENYI Dttach the t,op portion of thh HoUOI and .ub.llt witt. your pay...nt to thll Rlahttr of Will, prlnhd Of't thl 1'1111"" I1dl. ."J1.kl chick or 1l0nlY order payable tOI REGISTER OF NILLS, AGENT REFUND (CR)l . r.fund of . tlX Qrldlt, ~hieh was not raquI.tad on thl Tax Rlturn, NlY bl rlqullt~ bV co.,lltIng an "Appllc.tlon for R.fund of P.nf"llvl....ni. Inh.rUalle. and bbtl TalC" (REV~1313), ApplJoatlon. Irl avaU.bl. at the OffiCI of the RIgI.tlt of Will., an~ of thl 2~ Rav.nu. DI.trlct Offic.., or bv calling the 'Plelal 24-hour 1tn'~lrlng IIrvl01 nUllblr. for forll. ol'dlrt~g! In FI.nn.yl....nJa l-aOOw362-20S0, outlldl Plnn.vlv...!. II'KI ..!th,ln 10c'1 Harthbur, .r.. (7171 787w8094, TOOl (717) 772-2252 (Hllrlng IllIp.tr.d Only). 08JECTlONS! An~ pOirty In lntar..t not ..thUed with tha appral"lII.nt, .llowanc. or dhallowlnc. of daducUona, or 11I.....r.t of tllC <Including discount or Int.rut) a. .hown on thll Hotle. IU.t obj.ct within Ihctv (60) d.~a of r.cllpt of thll NoUoI bl'! ~MwrJttln prot..t to thl Pi D.part.ent of Rlv.nu., loard of ApPlal., Dlpt. 211021, Harrl.burl. PA --.llctlon to hay. the .att.r d.t.r.ln.d at audit of thl ftccount of the p.r.onal r.pr...ntatlv., --app.al to the Orph.nl' Court. 17121-1021. OR OR "0..1" ISTJlAT1VE CORRECTI(lNS: Factual .rrnra di.co".rld on thl. Q.......nt .hould b. .ddr....d In wrltl", to! Pi Dlpartalnt of JI.VtnUl. Jur.au of Indlvldual falil", AUNl Po.t A.......nt R.vl.w Unit, o.pt. ?a0601, Harrl.burg, PA 17128~0601 Phone (7171 111-6505, S.. Pitt. 5 of the bookl.t "In.tructlon. for Inh.ritanc. Tax R.turn for. Ra.ldlnt D4Kl,dant" IREY-lSOll for M .ICpl.".tlon of ItdlItnhtratlvah' correct.bl. .rrutl, DISCOUNT I If 1JlIll' t.lil due h Plld withIn thr., (51 ullMar _onth. .ft., thl d.o.dent'. d..th, . fl". p.rcant (S~I dl.count of the t.lil p.ld II .llowld. PENAL TV: Th, 15% hlil .....Ul' non"Pllrt1cip.tlon pen.ltY I. cOllP\.lt.d on th. tot. 1 of the hlC find l"tl".t .......d, and not Pltld blfor. Jttnu.ry II, \9'6, the flr.t day .fhr the Ind of the t.IC ...,..ty p.rlod. Thll non-partlolpatlon p.nalty I. .pp..labll In the n.. .lInn.,. and In the the .... U.. p.rlod II l'OU would .pp..1 tho t.M and Inttr...t that hu b..n .......d III JNflcltld on thl. notlc.. INTEREST! Int.r..t i. ~h.rQld b.glnnlng with flr,t day of d.linqu.noy. or nlnl (,) lonth. end ona (1) d.y frol thl data of d..th, to the date of pay.~t. f.lil., which blc~ dlllnquent b.for. January 1, 191Z b.ar Intar..t at the r.te of ,h (6%) parcent plr "nnu. calculltld tit . d.lly r.h of ,0t'l0164, All taICI. whloh ble... dllinquent on and .fUr Jl'Inu.ry 1, 1982 will b."r Int.r..t at a rflh which will varv fro. e.lendar yur to callndar year ~lth that r.t. announo.d by th, PA Or-part.",.t of Re".nuy, The applicab1. Int.rellt rat.. for 1912 through 19" arlll '!!!! Int.r..t R.t. UallY Intlr..t Faotor !!!! Int.r..t Rlt. DIllv Intar..t Flctor 1982 20% .0005'" 1911 'X .000241 1983 16% .000"38 1988-1991 111: ,0OO~OI 1984 11% .000301 1992 '.1% .000241 1985 U% ,DOD!56 199!-1994 7i: ,ooone 1986 10% .OOOl74 19.5'1998 9% .000247 --Int.r..t It calculat.d .. follow.: INTEREST. BALANCE OF TAX UNPAID M NUKBER OF DAYS DELINQUENT X DAILY INTERE$T FACTOR ".Any Notlc. I..u.d .ft.r the t.lil b.eo..a d.llnquent will r.fl.ct an Int.r..t calculation tc flft..n (IS) day. b.yond tha dati of the ........nt. If pav..nt I. .ad. .fhr the Int.r..t COlputat1on d.tI .hown Of'! the NeUe., addHlonal Int.r..t MI.t tM calculahd, FIRs'r AND FINAL ACCOUNT OF JAMES NESBIT, EXECUTOR OF TilE LAST WIl,I, AND TESTAMENT OF ,JANET M, DANNIlR, LATE .01" SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED I,ETTERS TESTAMENTARY ADVERTISED; CUMBERLAND I,AW JOURNAL- April 4, 11, and 18, 1997 THE SENTIN Ill, - March 31, April 7 nnd 14, 1997 DATE OF DEATH; February 28, 1996 ESTATE FILE NO, 21-97-0242 PRINCIPAL RECEIVED Accountant charges himself with the following principal amounts received; 199'1 Mar, 30 30 Aug. 4 8 8 Sept, 16 19 Dee, 29 Cancellation of homeowner's insurance, The Travellers Proceeds sale of 1984 Subal'u automobile Gross proceeds public sale of household goods and personal property Proceeds sale of furn! ture Proceeds sale of house and lot of ground at 103 Petersburg Road, Carlisle, Pa, Refund of fire Insurance pl'emium, The Travellers 4 shs, CV Co-op. Asn, @ 10 Adams Electric Co-op., Inc., patronage refund 149.00 1,200.00 9,442.45 3,000.00 84,900.00 14.00 40.00 258.68 TOTAL PRINCIPAL RECEIVED 99,004.13 INCOME RECEIVED Accountant charges himself with the following income amounts recelvedl 1997 ApI', 25 May 28 June 26 July 25 Aug, 27 Sept, 5 26 Interest on Estate checking account Interest on I.Mate checking account Interest on FBtate checking account Interest on Estate checking account Interest on Kqtate checking account Interest on Estate checking account Interest on Estate checking account 4.94 3,50 3.46 2.89 75.93 46.32 62.20 -1- . Oct, 26 Interest on Estate checking account 57.18 Nov. 26 Interest on Estate checking account 55.47 Dec. 26 Interest on Estate checking account 53.76 TOTAl, INCOME RECEIVED 365,65 ~RSEMENTS Accountant claims credit for the following amounts paid: 1997 Mar. 20 Register of Wills, Letters Testamentary 129,00 20 United of PA, telephone 19.86 20 UOI, gas 9.00 20 PP&L, electricity 23,21 20 Carlisle Hospi tal, account 14,00 20 Shermans Dale Family Practice, account 24,75 20 Cumberland Law Journal, advertising I,etters 60,00 ApI', 17 UOI, gas 9,00 17 SM'rMA, water and sewer 99.00 17 United of P A, telephone 37,48 17 Herman & Shenk, fuel oll 125,01 1'/ PP&L, electricity 24.72 17 Robert C, Cairns, Tax Collector, 1997 County and Township real estate taxes - 196,35 less pro-ration of 80,14 116,21 17 Robert C, Cairns, Tax Collector, 1997 Personal taxes 9.80 24 The Sentinel, advertising I,otters 58.59 30 The Travellers, fire insurance premium 152.99 30 ConPharma Carlisle Branch, homecare services 30,25 June 4 PP&L, electrlcl ty 21. 88 4 UOI, gas 9,11 25 PP&L, electricity 26,20 25 Sprint, telephone 15,65 25 UOI, gas 18,11 July 9 SM1'MA, water and sewer 99,00 9 Sprint, telephone 16.22 23 PP&L, electricity 25.83 -2-