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HomeMy WebLinkAbout97-00575 Estate (If _.Christine E..:. McCall . also knowlIlIs _________~____ PETITION FOR PRODA l'E and GRANT OF I,ETI'ERS No. 21-91. - .5 75 To: Register of Wills for lhe , ---'--'----'-Dcccased. County of ~iber an~__ In the Social Security No. 191-7b-b<fST' ___.__ Commonwealth of Pennsylvania The petition of the undersl,ned respectfully represents that: Your petllloner(s), who_are 18 years of age or older an the eKecut om named In the last will of the above decedent. daled , February 18 . 19-1L. and codlcil(f) dp.ted none RObert "'. MCCall, 1llI.:l~1C1 of C1~?ooelil:,~. predeceased her on ~'e/)IUarYO;-TI94, (SI.I~ televlnt clrCllmsumccs, e... remmelallon, death of executor, etc,) Decendenl was domiciled at death In Cumber land County Pennsylvania, with ~L-Iant f~milY,9r principal residence at. 408 Lincoln Street.L...Cadisle, Pennsylvan~a l'/013 , (list street, number and munclpalllY) Decendent, then 87 years of age, died _ June 21, ,19 97 at.....!li:Ye1view Medical Center, Red Bank, New Jersey 07701 . EKcept as follows, decedent did nol marry, was not divorced and did not have a child born or adopted after cKecutlon of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: No Exceptions . Dccendenl at death owned property with estimated values as follows: (If domiciled in Po.) All personal properly $ 230,000 (If not domiciled in Pa.) Personal property In Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ ~i~~~e~f ::a~~~~~~:,n ~~~nsl~~~ln street, Carlisle, pennsY_lva~df.h?fJ WHEREFORE, petltloner(s) respectfully reouestlsl th~. probate of the lasl will and codlcil(s) 'pr"enled herewith and the grant of lelters Testairtefttary (tt51amenlarYi administration C.I.a.j admlnlsualion d.b,n,t.I.'.) theron. L ~I "'.- ~.. 'Vi~ 1l'~ So i iii ~ ~. 1J::~.djll~hKh 347 Summit Drive 1.ewista.-m, PA 17044 11ll-32-3988 --rTl/) J42-lblb .------- , r. 802 Lancelot Avenue MechanJcsburq, PA 17055 . t9~7r47~~~3486 OATH 01<' PERSONAL, REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF ~ERLAND Sworn to or afflrm~d and Sllb.. scribed { before me this ~L__~Y of .'~"~l ;.. lJu.1 ' _ ' R'( C. I.EWI 'Reglsl r regoing petition are s p~rsonal reprcsen- le~:l1law. -A ~o. '-' ~.~~ . Oil' v' ~~teA~ ~, 1!;~';1h<X.f,OU--l- ~ ~, LAST WILl, AND 'I'I~STAMENT I, C;HRlS'l'INE E. MccAl.L, of Carlli'll!!., Cumbt'rland County, P(IInnsylvania, bel ng of Round lIli nel. memory and \tnc1\\rR tanding, do make, pubHsh and declan, this ill'! and for my lllSI will and t.estament, hereby revoking an'l making void all forme~nls by me at. any t.ime heretofore made. FIRST. ] di reel: Ill! my just dchts Hlld fUm'\:ld expenses including any inhed t.ance taxes be fully paid and satlsfied out; of my estate by my personal reprel'!entat:Jve hereinafter named a!) soon as convenlently may be after my decease. SECOND. I give, devise and bequeath my entIre estate, real and personal, whatsoever and wherever situate, unto my husband, Robert S. McCall, to be his absolutely. THIRD. In the event my sald husband should predecease me or we should both die as the result of a common disaster, then in either of those events, I glve, devise and beqt'll'ath my enti re estate, real and personal, whatsoever and wherever sltuate, in equal shares, share and share allke, unto my following children and stepchildren, John B. Crum, Jr.; Christine E. Bushj William E. Crum; Thomas J. Crum; James R. Crul1lj Thelma L. Evelhochj Valerie A. McCall Bnd Robert S. McCall, 2nd, or to their isaue i.f any of them should predecease me. ~'OURTH. I hereby appoint the Farmers Trust Company, Carlisle, Pennsylvanla, guardian of the estate of any dif1tributee under the age of 21 years of age unt! 1 such distributee reaches. the age of 21 ycara. ., "'. ," ,. 'LASTLY I I nomitlate, ctlnstl tutl! and IIppolnt my husband, Robet't S. McCall, Exeoutor of thl s lily last wUl nnd testament, and if my said husband lIJ unable to serve for any reason, then 1 Jr. nominate, consti lute and appoint John n. Crum,land Thelma L. Evelhoch, successor Executorll, of: thill my last will and testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /.$!11ay of: ~___' 1971.. / '/,. / I \, (/I/l-l.J {iia}---' b //-J r' /" / /1/ i dl (SEAL) Signed, sealed, published and declared by the above named Testatrix, Christi.ne E. McCall, as and for her last will and testament, tn the presence of us, who, at her request and in her . presence and in the presence of each other, have hereunto subscribed our names as wHnesses thereto. ~~'U1,^""" f: L-4d<A<>lJ-oe- I' " "": Ii '~ U "I ~ . .~ a ~ , .~ l ~ " 0 ~ 1"fI'It"lIcl2Iob.I\Ptl' by'llfl.,.I(l,IICIQI_ It>Wpun,.dby 'h~I'C""~, 5 ~I ~ ! ~ p: ~ 11 11 F ~ .. H~ H~ STATE USE ONLY I~D/OCC t...Us. 'LACI"'iifiCC"- CflOI5Ci:iii" HilS IS ro CERTIFY that tl1a following is correctly copied from a record of dealh in my orflca. 11 Is acceptub/a with a raised seal ONLY. ~ REGI .'fiv?~~QA1'1~~l'lCS Borow of Red BU/lk, MOmlouth Date Issued: ~1lI1..2_aJ9.91__ County, Stata of Now Jersay lUG " .Il1nl' New Jersey State Department of Helllth CERTIFICATE OF DEATH I. f,jA~1 0' OfCl.4.SlO l'ut~1 Christine (-'4Id""1 Ewing (lUll Mc Ca 11 0,.1," 0' ot.4.'" "li..:.~~;Hil-'i;lii:"]i~~~fiiin~--r"'"'" OA'- _ .~87 l,4nnlh. 0.. flllll" l,4,,,,,,,. 1.I'I-AClD'Of....TH -.----.---~-~~ ~--...----.-. HOSPITAL' OTHER, 191-26-6482 I):INPATlENT 0 ER/OUTPAIIENT ODDA 0 NURSING HOME 1. 'ACIlINNAMfl"notl"ll~lIIlor\,'~III""IlClI\O,1 Jt-CiT'f110'11JH011 lOCA11OH 6/21/97 .IOC l Ie "'0. Riverview Medical Center .. ~I~~~f:' III CrAAm Ie CITY OfITOWH PA Cumberland Carlisle . IIfITMACI ICily. 'lIle,;' 'Ol'fit!I CoImIfYl 1(M. DtClot"lT IVI" ~ UI AIIMliO ,OIICII' DYES KINO St. REd Bank U ITlln MfP ~UMIIIII STATE USE ONLY o RESIOENCE 'dCOUNTY o OIHER (Spocll,) Monmouth It INIIDI r.ITY UMI111 ".'Il' COM Philadel hia. PA 12.IUIIVM~Q .!'OUst lK W,," M.lINn H.m'l lOYES ONO 17013 II. MAIIIlAl IT.4.fl.ll o NEVER MARRIED R1 WIDOWED o MARRIED 0 DIVORCED 14 KI~O 0' IUIINIII OIlIHOUITIIV I) USUAl OCCU'''''IONll(lf\l! o'~;.j motl 0111'., "'"1' lI,i'tell Secretary II HAMI A..OAoolIlIl 0' LAST IMll\.OVlII Haaland I..wr-' 11llWHnE 1 0 BLACK ,t. NAMI Of '.11 Carlisle, PA n. 01 "lIJ'AAIC O"IQIN, WYfI,I"'ClN; DYES IlINO .... 20 PUERTO RICAN 40 CENT./SO, AMERICA It. HCIDlHT'1 IIJUCATlOM HW-Ot..~ 12 10 MEMICAN 3D CUBAN 50 OTHER (Specify), --~HMMI.OfMOrtll"I'irllQ ------1-~es 211(l1lILAT!ONS"" 2b. DtlPQlmoH III BURIAL 0 CREMATION O_OTHER (Splcllyl: Carpet Company. 3D AMER, INDIAN 40 OTHER (Spoolly): II'., IMIdIII) Thomas 21, HAMI Of "'OIl,MAHT Ewin Christine Bush 2nlWlflOfClMmllVOfICllllrAAfOflV Tex t ile 1M...... Scott Westminster Cemetery Carlisle 2,. """'I AHO 1.0011151 Of 'UNEIU.L IIOMI John E. Day Funeral Home, 85 Riverside AVenue, Red Bank, NJ 07701 " LI .... o ENTOMBMENT Ud I'ATI PA . '6;;;/";, \0: .:l.S f'1It1 4/ , 2 TlMI . 01.4.'" 2M1 DATI AND "OlIn l'llONOVHCiO 01.4.(1 3.~ ~S~M DATE:~-:t\ -l,\qf)_. HOUR: Comp'.ItIf.m.26c.don'~wMnce"'fyltrgphyJl, Ue 10 '"1115' 0' MV ,;NOWlIOOI. OIAHl OCCUII'UD A1' 111041, DATI, MIO l'LA~E I~DICAlIO ol.n /I MI '1I''',blf " '1m. of eN,,'" 10 certify .ION.4.rulll 0' ~ONOU~CIII c.u.. of "..,h. III d!H.t.n, thin (t.,~i.tl 2 '.....1 I: It,,4MIOI.4.lI CAUl II ,r the dl.....;t., III UliQ Of CC!mpll~IIOJ\' Ihll uu.tlIlh. cIt.,h Do not '"I'llht modi r dyl...., luch I. uldll( 01' I~" rttt.. IN''''.ltl'l~ur.. ~IyO~U'N'."ChliMI ... ,;"". .. IMMEDIATECAUSElflnol I, '..I' le;~' C CL(Ltt--t (~ ~ C.vv'~,x. ...", di..... Of condition ,..ull. OUI 10 011 AI... OH$IQUI~CI Of, Ing In dtlth). Sequ.ntl.llv lilt condition., If .nv, l..d. b, Ing to Imm.dl.t. CIU". DUITO 011 AI A CO~510UE~CE C", Enlo' UNDERLYING CAUSE lDI..... or Injury 1hllln. c. 11l.11d .v.nts reGultlng In [lUI100II"""CON$iQUI~CIO' dl..hl LAST, NUlIlIAL IIMIlN O~. 1fT ANO OI.4.TH I)~~h.~ 21 wAS AllTON., "'"'OflIltID' DYES ONO 30;0iij-"O'lfOJUIIY ~TiMiO, I~JUllY -'I3liCi~JUIIY"" WOIII(I L- ~OYES ONO o HOME-- 0 FARM o OFFICE aUILDING 0 FACTORY o PENDING IN. VESTlGATION 'J COULD NOT BE DETERMINED iOi'UiCAf& Of IHJUIIY llrlllmtlel'l'od 11'"'1 JOII'L.ACI o STRHT [J OTHER IS,lclM LCiiWiOCou.m---' III N,wI.4.NOMDlItUOl'C ~l"M!" Vine t T. Randazzo. M.V.. 248 B~oad St., Red Ban~. NJ ''''0lMlltl''''''NOWLIDO~CH:~ODUIY''''USlIl'Tt[lA'O'll _ '- DYES ONO JCld OIICll.,IHOWlfrUUlIyoc;CUIIIIIO 30h .11.11 TlFYING PHYSICIAN o MEDICAL EXAMINER o PRONOUNCER AND CERTIFIER "1",/'"iG" that . REGISTER OF' WILLS OF' . . COUNTY ~ OATH OF SUBSCRIBING WITNESS . .~ . . ~---~ . ''-..., codicil (each) a subscribing wllness ~the will Ilresented herewith, (each) being duly qualified accordin, to law. depose(s) and say(s) that ~ present and saw -. the lestat . sign the same and lhat request of test at_ in L-...... presence a other subscribing wllness(es)). -. sl,ned as a wllness at the (in the presence of each other) (In the presence of the Sworn to or affirmed and subscribed before me Ihis day of _19_ " '~ (Name) ~ddreSs) . (~e) " (Addre.fS)~ \", ----- Register REGISTER OF WILJJS OF. LI.UYIf3,C'1?Lt'tNl> COUNTY OATH OF NON.SUBSCRIBING WITNESS _~R'j L. ~ Ti.A.t\R.:r (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that 1 I'rM __ familiar with the signature of (tI?(J(\~E; B. :::.rUA11,T .lIIlIIleil will 1...1.,_ ---at'- (~rie-'-of'lhe . subscribing witnesses toj) the ----~.........._-----.. -~~--~_~.____.~.w....~_,_~__,_,._ r presented herewith and C'OIIW- believes the signature on the will is in the handwrltin, of -.far1JRflU ST~tJI1(T 10 the besl of _...roj_ ___ knOWledge lInd belief. . / / .. ..>4P - ./~'t.<~b4l."t:- (Name) Sworn to or affirmed and Gubmibed before nle this 1~____ dav of JUIS 7r.7",~~~ '~1 ..'Il~ -~c. r~ Register (.4ddress) (Name) ~. (A ddress) ~ ! t ,_ "-1' t;:;~t - N ;0.., 0 i~ ~- 11 Cl,. -, , 1'- , o~ q I ~ i~ ,. ;-, ~ , ~-il , " _ L) ') 0, f'; ~ to Q; u: .9l::I u: (.')Q " I , , , , -, '~'" _ -;i , . l ' ,-. <:~ , :\:i:S \\\'\\": I I I , I , I I I 1 I 1 I \ 1--- I I I I I I I I I , J ~., ~..' ~.' ' COMMONWEAl.TH OF PENNSYl.VANIA DEPAIHMENT OF REVENUE 9U"EAU Of INDIVIDUAL TA~E8 OF.PT280601 HARRISBURG. rA 1712f1.0001 '* NO. AA 2 6 9 8 53 "'V 1162 EX 111,", PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: 1- ACN ASSESSMENT CONTROL NUMBER AMOUNT EDWARD L SCHROPP ESQUIRE .li!1.... .4,195_00- 127 W HIGH STREET CARLISLE, PA 17013 ~ FOl 0 HF.RE .. tOl.OtlFJ1E -.--- ESTATE INFORMATION: Fit E NUMBF.R ~lc_~~..:9_~.:L~SN 191-e6'-64e.a.___~~- NAME OF OF.CEDENT (lASlI (FlRSTI (MI) MCCAL L..Q:ffilS.I llil;,.L--- DAT E OF PAYMENT ___.__;aL11L1~lL-----._-~---- POSTMARK DATE --.-.--Q.!QQj.QQ.QQ---------. COUNTY TOTAL AMOUNT PAID f;4,195.00 PD _.J;U!'\9~~8!'ID-----._.---- DATE OF DEATH 11997 REMARKSJOHN B CRUM JR CIO EDWARD L SCHt\RPP SEA[:HECKII /+4 .--'- RECEIVED BY MAR V C. L REGISTER' "// ,1,;- in /.Ii.Jl /-//11 ESQUIRE m,GISTER OF WILLS ....._____. . .."._._.~_'" ~..__,_u_._._".._..~,..._.. ._...~_......~- ..----...--- . ~ ..~_ ..__ .,- ..- T"'~ - ,- } -.-- _..:._~-,'~--"-" ....~,....-,l ~,~ "'""'- -II!' . INHERITANCE TAX RETURN RESIDENT DECEDENT WMMONWlAllI"''''ltm,''v^'''^ (TO BE FILi:D IN DUPLICATE """'MIIII of ",V'NlIl WITIJ REGISTER OF WILLS) 21 ')7 (\~;75 11^,,,,.,UWJ~"i?:IOOI'"1 1 COUNIV COlli "'^H N\IMllEH . ~ - ::~;;~~;";;:;:::;';;:'~"='--~I:..~:--r'~::':~:;~~'~;;, ;:;;:-:-:------ irl ____l9.l::_2.6c: 6111 2___. __L61-21/9:I\ - _117/10 __ ..r~""'f_C\lmD.l'rl.'ln.9 - -....-- u... Q III ,l,mICAIUI ~lI<<VIVlIllJ H(JUH'~ tlAMt llA~I, Hut ANO /IIIDtl\t 1lllIlt.q ~O(IAL !l(CUK!lY HUMlHR AMOUI-41IHCllVlD (HI IN~llllJC'IONSl .--_.~.~._-- _.~-~~--_._.~--~.-_.~ ---~.- -- ----- -"---- .- -- -- ---.""--.----....-----...-..--. [ill. Original Rtuurn [] 2. SOpphllllonlol Roturn [I 3. Rom(llndor Rohun lfor duto, 01 death prior 1012.13.82) o 4. llmilad estato [I 40. Futuro Inloroll Compromis. [J [,. Foderal Ellalt Ta... Return Roqulrod Ilor dolol 01 doolh ollor 12.12.821 [Xl 6. Decodenl Diod 10,1010 [] 7. Docodonl Mainloinod 0 Uving Tru" IAllo,h copy 01 Will) (Allo,h copy 011 ru,') ._~_.~ -- ALLCORRESPONOiNCEAN"';C-ON'FIOENTIALTA'X-INrORMATIONSHoliLD B~-D~IRicTED'-TO~~-'-_._"--'-'-'--'~'--' NAMe ..-----..-.-~-------~.._-_. "{o;,\!,TITfMA1UiTtfAOIiRE5T------.---.-..---.-.----- Itl.V.UOO lilt 11,YAI w ... ~oC'" ~iE~ :coo ...,...... 8;:'" oC /b c 1'/0 ( 'OR OATIS 0' 011111I AnlR nlall91 tHICK HIRI IF A SPOU5Al-- POYIRTV CRlOI! 15 ClAIMIO 1.1 F1l1-NUMBIR'. .-.-.. .. "~.':~},:~t\ -.n.Q,W'"ltIo .0.- 8. Tolol Numbor of Solo Dopo51l Boxo, ,.. "'z IUUJ g; ~ ___'n'" "E..d.war.Ji...JJ..~cb..9.IJ?-n.L-JJ~rHl~-----. 8 ~ l(lf.I'HON[ NUMBER ____I~2d;lL~~"R- ~ 127 West High Street Carlisle, PA 17013 ....;::;===-::..:::..-:;;:=:;;~,;"~"1 II I ___....-1A.-,-500.00~-.m 121 .____2213,..690_25_____ ( J I__...._~nna.....------ (41___..__Nona.__...______ (51 ____.._.A6.,620..5-B---.- z '" ~ " ... ~ u w .. L Rool E51(1to (Schodulo A) 2, Slocks aod Bonds (Schodulo 0) 3. Clo~oly Hold 510ckfParlnenhip Inl~Heil (5chudulo Cl 4. Morlgages and Nolos Receivablo (Schodule Dl 5. COlh, Bonk Doposits & MilCoUCJneous Penonal Properly 15chodul0 EI 0, Join!ly Ownod Proporly (Schedule fl 7, Tronslen (Schedulo GI (Schedule l) 8, Tolol G,on Anols (10101 Unoi 1.71 Q, Funoral hpenses, Adminiilroli'w'e COih, MilCollanC'oui hpen\e\ (Schedule HJ 10, Debh, Morlgogo liabililies, liem (S(hodule II 11, T 0101 Deduclions 110101 lin!)s 9 & 10) 12, Nol Value 01 Estale ILine 8 minus lino 111 13, Charll(lble and Governmenlal Beque$ls ISchedule Jl 14, Nol Volue Subjecllo 1m:. (lino 12 minus line \3) 15. 5poulollronllon(lor dolol 01 doalh oltor 6.30.941 See Inslrucllons lor Applicable Percentage on Reverie 1151 Sido, (Include values Irom Schedule K or Schedule M,l 16, Amounl of line 14 Ia}(able 01 6% ralo (Includo values !rom Schedule K or Schodule M,l 17, Amounl of line \4 100~Qble 01 15% r'118 (Includo volul" from Sc.hedulo K or Schedulo M.l 18. PrinclpollCH~ duo IAdd loll. from linos 15/ 16 and 17.1 19. Credils Spousal Po...orly Crodil Prior Paymonls Disr.ounl __~---'__"-_ + L5+QQO-1lD + .---2a9-..d5_ - 119) ____.L5...:La!L.1l.5---- (20) ______________._. 21. Illino 18 i, groaler Ihon lino 19, onlor Iho dllforol1(o on Lino 21. Thi, illho TAX DUE. 12l} 4,--1-9-5..00 A. Elllor Iho inloresl on Iho ualanc.o duo on Lino 2\A. (2IA) "-____O...OV~ 8, Enlor Iho 10101 01 Llno 21 and 21A 011 LillO 218. Thll II Iho BAlANCE DUE, 12181 _~____A+l95~OO-----~ _~ ~ak. Check Pavable t_~.o~eg~!!.. WIII~~~~!_____" _ _ - - ~-- om >> -BE SUREroANSWER ALe-QUESTIONS ON ReVERSE SIOe-'ANO TO RECHECK MATH ~ ~ ,-,---j'--:-::-:r."tu ~I ~ft~I..", 1,1..,.1",,, .11rI1 I~hn...n f'Ill.on\l~OdiI~~~~:i;ldudin\1 occompanying ,(nodulo\ and ,Iolomonh, Clnd 10 lho bosl of ;Y1;;;~dgo-;;;-dbollof, .. , ...., _,,__ _I _.....".ft. ...I\,n. Ihnn .hn Ilnr~onrll ronroHmlClli...e l~ 161 _..___~onB-. 171 ...____~NnnlL-- 181 349,660 133 (91. , h ,..655...A9...--- 110) ..____1311.113....-- III) ~-1..6-r-Ul~2.,.:._. 112) .~ ~ ~ ,0.7 <I . , , 113) None 114) ~._._33.3_,..oJA..l.1 )(,__tIl ___~o.....oo____. (161_..333-,..Q:UL.J..l--' .06 = _.,_1-9..Jlail--A5.~-. (17)_____~.___-____. ,15 = _..~_...___O""O'O---- 1181 _._--1-9-,-Sa4~4-~-- z <> a ~ II <> u ... :! InlOrosl 20. Ulina lQ h grealer than Line \8, enltr In\) difference on lIne 20. Thh h the OVERPAYMENT. iii [] ...m"II'J(,.I."'II.'I(\.('I~I!I'J-I.lnI,.....,InT:TlIr.'I~I,111..1.~'U!lll'jIHiJi\ ,10---...---".... 11IS'I' WILL ^NIl 'l'gS.r^M~N'l' I, CIllUS'rlN~ g. McC^LL, of: ca~lllllo, Cumbo~land County, l'onnuylvanla, beinll of sound mind, lIIel\lo~y ond undc~scnndin6, do IIlnko, pllbll.llh and dedo,'o this an and f:u,' illY 10111 wIll and costlllo.n\:, hQ~eby ~evold.ng and lIIald.ng vuld all fO~lIIet,l.lIlls by mo ot any tllll<: ho,'o\:Of:Ol:O mado. \'11\8'1'. '[ di~eot "11 lilY jus\: debts LI"d f:lIno~al oKpcnsOG i.\\chHlinu l1ny inhcriUlllcU lllXlHi be C:u1.1y lHlid and satisCled out of: my estato by lilY ponlOn"l ropt'osen\:odve he~elllllfte~ nnmed nr. , 900n ar. convenicntly may be after my dcccotlc. SIlCOND. 1 glve, dcvi.lle and bequeath illY entire elltato, renl and persona 1, wha t noeVC1' and whe revet' S i. tuutc, unto my husband, Robert S. McCllll' to bo his abllo I.utcly. TIIlI\ll. lr. the event lilY sold hllllbond Ilholll.d predeccase me or we should both die all the result of: a cummon dlllnstor, \:hen In cithc~: of those events, 1 uivc, dcvise nnd bequeath my entire estate, l~eal Clnd pCL~3onal,. whatsoever and wherever situate. i.n equlll "haros, shore and shore nliko, unto my following chlldren and Sl'epchlld~cn, John Il. Crum, Jr.; Chrisl'lne \0:. Ilush; Wi,lliam g. CrullI; Thomas J. Grum; JlImCB R. Crumj 'l'hclnlu L. Evclhoch; Valcri(.~ ^. McCllll IInd Rob,,):'t S. M"ClIll, 2nd, or to thci.r Iss'll! if: any of thell. Ilhonld predeceaso 11\". 1'0UI\'1'II. I hereby appoint the ,'armel'S 'l't'uuC COll.pany, Carlisle, \'onnsylvllnln, guat'dl an of the estate o[ allY dllltributee under the ngo o~ 21 yenrs of: age untll snch dlstrlbutce reaches the age of: 21 yenr". ../ .~, /', .... i,.II't\',' {1~J:(" :v \' , "t " / Iii (id (SEAL) ,,' " l..llS'I'!.Y, 1 110lllinllto, conlltl tUlO ol\d uppoint lilY husbal1d, Robort S. MOClIll, 1'1<ooutOI: of thlo my 1110t wHi llnd testllmont, IIml 1,J' lilY IIntd hUllbolld 1/1 unllhlo 1:0 /lorvo for III1Y rOlluon, tholl 1 ,II' . 1I0mllllltO, "onutituI:o olld nppolnl: John n. Ci:l.m/olld 'l'holl11l1 L. I;vclhoch, "Uccollsor Exec\1toro, of thin my Illllt will alld testamont. IN ,;.i.!1tny of In'I'NESS HI\I':RI':OI', I hnv., horounto sot my halld nlld 1I0al thlll ''11 !UOl,Il/' ( , 1971.. Slgllod, sealed, pubUllhed nlld declllred by the above named Testatl'ix, Chrllltlne E. McColl, us IInd for her lust will and testament, in the presenee of us, who, nt her request nnd In her presanee IInd ill the presence of ellch other, hllvo horounto subscribed OU1' nnmell liS witllesses thereto. ."""] '..- /, ~ /"";'-1 of' &...J /; k(.:~.;.~~ '.''l,,,,.,::,,,,,r,.- ,,' ,1",.,' --, /~ LV: r!' /', I ~ I tl~'~"'!I_ I yct.v'1...t:.,l!.. . , ' SCHEDULE A REAL EST A TE - E8late of McCall. Chri~tine E. .'11. Numb.r: 21-97-0575 Propert)' Jolndy.owned wllh Klahl ot Survlvonhlp musl be disclosed on Schedule n All real eslale should be. reported al fair markel value which Is denned as Ihe price al which property would be exchanled bel ween a willing buyer and a wllllna seller, neither belna compelled 10 buy or sell, bolh having reasonable knowledge of the relevant ~cb. . lIem Number Description I, Allthlll certain improved tract of land situate in the Borough of Carlisle" Cumberland County, Pennsylvania, known as and numbered 408 Lincoln Slreet, Carlisle. Pennsylvania 17013, See Cumberland County Dced Book "5", Volume 20. Page 463, The said Robert 5, McCall died Fe.bruary 6, 1994. Improved with a 2 V, story frame dwelling house and other improvements, Valucd as per attached appraisal. Value al Dale of Dealh $74,500,00 TOTAL (Also enter on line I, Recapitulation) $74,500,00 .' ; . I'rlvII\(' (:11,,"1 Group 214 SOllllt<1 AvOIllI<1, Sullo 501 I!o. 110M OKIII CIIllIplllll. PClIlISylvllI1III 17001.1I111ll 717 1175 41ilKI HUll U:17 07:\:; ~ Merrill Lynch July'S.! 1997 Edward L. Schorpp, Esq. 36 S. Hanover st. Carlisle, PA 17013 ReI Estate of Christine E. McCall Following is the information you requested in yo~r letter of July 7, 1997: 1. Type of Account Cash Management 2. Account Number 872-45218 3. Title Christine E. McCall 4. Joint Tenant Not Applicable 5. Account Value As shown on attached We will need to open an estate account and transfer the assets from the existing account to the new estate account. In order to do this we will need: 1. A letter signed by the executor(s) requesting the transfer to the estate account as of the date of death (attached) 2. A W-9 signed by the executor (attached) 3. An Affidavit of Domicile & Indemnity (attached) 4. A certified short certificate dated within 60 days. Additionally, I wi.1l need to contact the executor to obtain personal information when we ara ready to open the account so I will nlled a phone number whore he/she may be reached. RECEIVED JUL 9 \99'/ Landis Black & ScllOrpp 1III'llIl'UIII."IIII".-IIIIlIIII""""lh.,p".lil<lIII..,111'"'' ,">lUII',,,liilh\I"I,,'IIl'\l'II'h.,lif,..Iolll,,,,,,,,,."1 ,:II,!I,lIlli'I'lh'oUIW.It'; N"IIl.llll"'II>l"'I'",!ll,,(j 11;i! ,'II\"'i"III"II'-""I,'~w,II';ll'illll'I"'"""",,, 11"11<',, I','U,,'I 1I1"I"II!IM'"II' >!lIt'I.I,II," "",ull,,'.,., ""111,,,,;11111.,1'11111,,111111:,,\ . ..,.....-, D()MIN~llilicr (/ INVl::lllMI::NI' qOWON AMOUNT TO 06INV6&TED , CIlUSTlNE E HC CAll 4U LINCOLN IT CARI,ISLE ~A 17011 TAMID i, t;I.Zr..lI4U .......--, AOCOUNT to ------...--- _--.9!!lJLlli:.~lL"!!.!___ ~ 0 10M 27212 RICI,"OND, VA. 25261-7252 1"1,1"1'",'""1"",1,1""""""",,,,1,,,1,,,1,"",11 ............ Do Not nark Or It..p aolew ............ 111111 0 81180263090 6000004000 5000005000 112 Pl.... d,,,"h And "tu,n thlo Inv..lmonl Oou"on with V"U, ohook mOdo,lAvoblo to Donllnlon Rooou,o... To ~"'nao vou, odd...., '.'0.00 000 tho "vo,oo .Idolo. Inolru.tI.no, o OM I.!\II 0 N 01 R E C T CON FIR MATI ON 8T A T EM EN T .--- __0 N!cono PAYMENTI VAl.UATION OIVIO[NO GHOtl! TAX TrotABlE NET Q(VIOf:NOS V^lUAIION OIVIDf!NDS TOTAL VALUE DAlE DAlE PRIOE PAlE THIS QUAf\TU\ WIHU-tElD COMMIS$ION neINYI!ST~O 5130" 0'/20" US.'81 e.'~5 e~~3.'O eo.oo eO.OO e4~3.,O '2~,tl1.'l ""TE O[tjCruPT1ON OOlLAR M40UNf N\lCE SHAR!;" ltUS TOTAL OOMINION TMNSACTlON IllRECT SI,^REI 0"20"1 DIVIDEND ON CERTIFICATE SUARES .n." U5.6I15 1.7"~ stO.537 0'/20/'7 DIYIDEND REINVESTED n79.1~ U5.6I15 10.'~01 fOl.17a " CERTIFICATE SUARES ARE UELD 8Y YOU "TilE "TOTAL VALUE" AnDUHT A80VE NOIf REFLECTS SUARES UELD IN DonINIDN DIRECT . CERTIFICATE SIlARES lIF ANY)II p." '/,' ACCOUNT ID ----C:III\ I! MCCAlL 01 j8041775.2500 .8CO.St204034 WITHDRAWAL FORM o Sell_ 8heres at cur,enl market priDe and mall the proce~d. to m~, Fa continuo In Dominion Direot Invootment, five (5) Mharesl!l\!!! ,emaln In you, account.) .TAXID 191,26,6482 ACCOU~TlD ClIR Ii MCCALL 01 o Sell all8ha,el at ourrent market price, 01088 my plan aocount and mall p,oceedl tome, o l88u6 a oertllloato fo, all whole8ha,es, ullany kocllonal 8haro and 01088 my account. Mall the certitloate and ohock tomo, DOHINION RESOURCES, INC. DOHINION DIRECT IHVEST"ENT P.O. BOK 26092 RICtl"OND, VA. 2~26D.6"2 '"',',1,1",','"",1"""1"1""1,,,,,,1,11,,,,,,1,11,1..1 8Ignat~,e Slgnal~re OAI, (AII.wn,,. mu,'o/gn o,".uY'o n.mo(o) .pp..'.n .ooounl,) Oaytlm. Phone: ( Oalo SCHEDULE I~ CASII, BANK DI.;Jl()SI'I'S AND MISCI<;U,ANEOUS IJERS()NAL IJR()PI~R'fY Kalal. of McCall, Christine E. .'11. Numberl 21-97..()575 (All property Jointly-owned with Right of Survivorship must be disclosed on Sehedule F.) Item V.h.e .t 1).le Number I)e""rlpllon of O.elh 1. Finanei"1 Trust Company, checking account no, 718912, $8,151.74 2. Financial Trusl Company. certificate of dcposll no, 1-107337, $34,202,35 3. Miscellaneous personal propeny. appraised value, $1,375,00 4. 1998 Plymouth automobile, $2,500.00 5, Cash $284.34 6. Blue Cross/Blue Shield. refund. $100.15 7, Harleysville Insurance Company, automobile insurance refund. $57.00 TOTAL (also enler online 5, Recapitulation) $46,670,58 APPRAISAL ~.rsonal~ertY of ('~/I1C(3-?L 1f.~81-1~()l-iJ 51:, CA~!:...!3LE PA, J,)~13 Appraised by Chuck E. Bricker AU094.L Date 9 - ;). tl S -----. - . .---------. ------~- ------. ITEM ~LUE ITEM VALUE ----'. ---- - -- .f-U#oJi4,h'f Y T....rI1I/ 7"~~ --- -'- Jlldt~;') - 86/ ,5'()F1. -j,o, 6/.) - f.(AIJ() tvI8t',AIt.;( - 75;~~ - - 1/1/JltL 16, 01) --- f---- - --- .----'-- ~ g MI1!S' ) d. 0 !_ - tv/.} ,511 s~ .<1 _ .)-0, at; -- f1If R..8 ( (! ;,)~T-1t/"f fO, I 0 -- 8ttv'(J.( ~(),';~ -- - - Cofr~6 -1J1'lIiL, IO,t!) l3 (1) !<./!.1()!.. - /0, dtJ rJ2. U,{/;( '16,0,) .-- fdc, )!o.4-s Jlt-. - J 0 ,ob - C6:/Ai. C"l(M1 - Ljc.!tiU H,oD - SfW /(1cNI,vc C/<./ g -- ~. I\() 1'.41<.;<' 130/ ci( at) b'l J2ifJf T"TE t;>-61__ 'fo,o/) SorA- 3 0,11I> !)tJ,1;I - ..Aft, /J1'I4/7l<" hJfJu geef j!.1'1 ,SIN{/" /()O du 861 ",'10, d l\ - C/1t'sr .- 30 d) j1})#4 tI -- Jo db ,2. STA.JI.d5- ) I) ill) -- - C()r//~ mAtt" - /6 c,o 1'1/01'1: Iv'!S,l('5 7.4 fJ,..( II u...d1 /fY'iA/:Jd s;tAJ I) () OL) .A S'Sr: c- L.4 s S' /0/,/./ (l~ ;1.06, vt! .A 5S1, poTS --/!;J1J5 fO,bO - !1olJtf!-. 10,01 --- ,j.. 'i I LAdNI!- 'i {) ,e)f) ({)6.01 - A '5 ST 77) pL5 -- - .. ---1{V37S-,~P Mitb- /1/ }j.1/ I sA- t-. .--.... ~CJ......L ~. Af~___:y;:: - d; 7(..~H.J.1... ./.I u vC(t( - L. -,;, - ;l..-Cf'5? No~ 7680085 MV-4ST (10 95 ' I lA' A. il B. ~ ! 0 I ~ .' .~.-.- ~;"f,~:t , II M^J5L~' V[IUl,.;lrl I," j /1 , __H. ___~:."~..." .~~~_(.~(____ CONon ION -'\ -\. ('. ))- '..;.:;' '1(1001) nl'AIH 1"-lIll,IIAlII /l1l1\;I; Pil!ll !~,hJ !)1I'ti~'JIMJ) . ..~ - -~II I . ~~' i I. , IU.!. IIWII.It/ rJl'OOIl I)) . . i '((~I ( CQ.SE:.ll[R 'J"B N ' L I.. I" -,-' 'J._.....'_ -1jl:...,,--~_ 11;lkj~ 1.Ii 1"11 .n'I"II" . ''lit II .l~iI'u ,,*11.' JlIVY'W) IAf~I~11'!k~1 Ihjij~,~\ t.lklll (HIII\ 1111 II 1"'1I1IJllf fHHlI If! ~l!~ il) IlIlIj'IM.Ij;IWIl(tul ]L''''''''':;~:~~.:::' .. "-') ) ) ,:: (" IAlCAlll1 AMlllnll . In I ~~l~' 'j. . E 1~~FlJL; 1l~JS,lN[9:.l Nt.M[l'_j, rlfl'if t~~ML , -' MIO,!.1!.:.JM r IAt J 1/ J ) l. / I' .ULL!_____"'L. _, CQ.PURCHA5i!U llAlI'N;ljilllIUIf I'UIICIIN;tll '!.ST __.___.......__.n._ ,P '/ . J, 111~~ IIII! . .~--_.__.---------- tlllPllutll.NII I I ~'II '"j, . ~._~,-- - -- ~+ D. T NAM~ (OH FU~l ,OUSIN[~S HAMill nIHil NAMe MlllOt.llt,jlllAl 11M I M;OUlIlllII 1'1I1IUWI\\\ ~/ I . .___J.c.'._~ __,"___. H'~'H"-_~__' -t H"lii.;II,II"'1''. 1.,,"U''''~l I Jill Co-PUflCllASEIl II :" , j'1Il11_HM1~li 1IIll1llrlli ,14 a4~'IlII>i,I!lf \1;1 ~,'ui"l !l I Jl~~M.jljllll1j\i /"11 !io ule,lldl Ii 'h;tI~I~f lUll . . .'-"-~~-- ._~ ~TATE llliliotlf:" -- li:'I;I:I'Il"lNr_ N(I, ' ,j II. . . E. MAAE Of VEHICLE VEHICUi 10Wll~ICAIION NLJMOl:n ;"llIUU,IW-"t;;, II . . ...._..c...".._-.,.H._-,-.___ CONUliioN"---".""" r'J nnw [- FYPc(c'~f'('"Ci~ MODEl. YIlM1 !l1I~)II~~,tlll'4lfll /lilt I'nOll G. . II 1I~;--I~~I~------~ il--:~u- H'__'_':?" ';0 (Ail<'14f1wlIl ")t'J ';._..1.... ._v__~___........_.v__. ilt'l;;;-(~~ I ItlIIM~1I10M.L (ihlJCkln IAthl n... 10) I!\i~ ^llW~11I1 II Ii: A~ifltl-' <Wi i U;fiC^CtMt)~ .._____ r:.111I',l l"II"-'^,;l-H [] BIO(.lN l;XI'WU;S r]M vlflflll:llylllilO:11 'tl/.l~ll I , .' Monlh Yl",f ___._.__ ._...:.__ riQ-'f;;JjJU~YUlIlUJ.tI{W:Jl~JLIoc1'ill~QI_<.:J<-~I'II.I~'1d!lli!\u:\!.l,<f!!l.'I!!Yl2.!ili1!L~tt.1'1.-_ () '-)"....:.t..' _ lIIANSf'lHlIiLDmOM lllL.t: NO. !Vlfl' I~),l" AJ <K J 0.'/ (;IONATufiEDrrrmmU-,-ff!,'iti-SjCltHIUll....".-..-...n -. ...^ ,......." ..- ,.- -------. .\III:l, ^, 1"mj~,;,il'P-i\:JN~-tiG.^~lr-- TEMP.f\ATF. NO, ~!:~~IO !;~.,mll:I~1tIUWll'PI\~~':~1i . .... ... . .'. veHICLE PUnCHASED Ol/WH li[:.if'llr('I'i,',I!{i,',\,i,i"~VI-,, " 1111'11 1U'l) -(.i,llI1'\~,i dO",UI . ,,' .n '-,- W(IOHT l~o. '. . INel.lI lIN<ll,(JAIJ. . .' .. WI'.lll-' N'I'lIGAIIlt:l. . . 1~~~~~~"'lJi~>~, I ;-;L'__.. ~~~~~E,i:,_ 17 (/j,-J I Il:.\IV~II.'.!,~,IVI,/i'I:;~~';t_:1~lii'~ ISSUINQ ICEllllFY THAT ON MONTll_. .__ .~ DAV.J..l~. 'i1:AI4:-! .1." 1:,:l4I,1~11i NlU1i '{111tH 'W~I_I" . Afl~'H Wi. '~;.J ) , HI^VI:CHECKH)1O[J(1U1MIN['IIATlIll:Vr:IIICdl~;1N~;Wll.lJ^NU ''1. )'/'_ 1) I' ),' '.1 /. ,", ) ) MlENT ISSUED7EMPOHAHym;(lISlIlATIONTOlHl:AIIOVEIII'I'U(;ANr.IN _,,"".---: ,,',L ,. ~" 'j.t.:...J .-..". -."",-'__-.:.-:-.._.._~'-_."~-- INFOR. .\iOMPUANCL: WillI ALl. APPLICABLE PflOVIUlONS OF lllf. V!:ltlCU: C{}j)1 !.,.jllltl"_/\(II.N' Ill~I'I"ltJIIL 1\ . ,. 1,IIUliOM, ~Kl MAllON ^NOnrPNlTMr:NT IU:0lI1 ATION~ ) .' I,' I I I ill l I/WE CERTIFV THAT "WE HAve EXI\MINl:D AND SIONWIIlIU mllM AI 11,11 I li CtlMIH'1I0 I Mill III^ Hi: 1M IIIM^,iiJ/i UlVI N III Hlql Mill COWlICI If' AN fXfMPTlON IS ClAIMrlO, TIlE: f'UHCHA5f!IlI'UHUltm Cl:IHlf'ltS TllAll!!:/HfU: IS AlllI10fU/I.,l l{J 1:1 M,I 1111'; I ~I-Mi'II(IN I(WI: AI.liNlj'{IlIII{II: III^I "WI' MAY 1(IlU: M'i/iltlll Of't'll^ll~i(l PHII/II.GOEIS) on VEIIIGL[ 11[(IISTII,6,TION\SI rOil rAII.lIIU: '10 MAIN fAIN IINM~CII\L IU:,I'llt'fill!lIIIY {IN 1111 {WlIUtlllVjlll{Wtll,Illll VUIICLt: 1'1)11 HIt; 11[11100 or A!iOISTnMION_l/lhE ,f.C,KNOWLEUGE lHATIIWi: MAY iii: UlJtl.II:(,r lO A liNt tjOf i.).iIUlltl(1 t.!jllll\l NlIIIMI'IllwIIMl'tjr iiI tKJI MOIl! I!lAN IW\J vt:Nm !'Of! ANY rlll.m: mAT .MENT ntA JlWE MAKE ON 'film rOHM I , -.SlunalurfI !.'Yilt ~;,;;O;-~l'orJrihldf~W~-/1f ~_n..._ .~tJtI.I,I;(I';, t! :~!~kN , i ;/,' 1ST /.. ..../'..}~;J"/..;- J .'/ ,. /. J/ , , .' I I f/ "'Mo'E'NGTN' 510 IUf~rCO:'IW~I!;Uf/l,;!I,.~iA7II1';;il,;;r:;~;;;;..- lallhll~lll'~(:'J'hl!I~I' ',' "I' -"('/ r-/'/" "/""'. '-, 'I I II! i 'i , 1/1" . F. . \ hock '1U , ' , o : PlATE' 10 Uti 15SUi:;O OY . , . ,'''' eum:ALJIPROOFOf"IN";, ,. .,' SUfWtCE MUST DE AT" TACHED.l . o f:XCHANGE PlATE TO Uf:: ISSUED BY BURfiAlJ TEMPORARY PlATE ISSUt:;D BY fULL AOL:Nr PLATE NO. o TAANSFl:fl OF I'nEVIOU~l,Y msucu PLAit; o mANSFEn & lH.iNl;WAL 01' PLATe o TRANSFrll" nCPlAC~t.lWT OF PLATe D, TftAN::irEII or "LAlli & lU:I'lAGt;MCNJ 01' :lIICKUI . .. . ; ___L____<_ SiyI\o1lUf801 Socond I'Uld~lUm or AlJlhorlllid f\~'!.lr !'~J)\;lliIlU "I lilllll'l 2ND A.S$IGN. MENT SignaIU';;~~II(JI;~;;iY;lh..~tA;lli~";;ltl;lll",j(.H 1''',11,;\10)1'1,,1 t:o-l..rilol/ H. I~i If' A c.oPUnCtlM1Ul Orlllll titAN YUllU til'UlI:il I:i ll'd Ii MIIJ'{1 dl/Lj<; (,tj Or II Il I (i(;t(,; :1 III IloCi<. I. ClIl:CKt), ltlt.l.; WlLL U[1ISl-lUEO AS '1(!NNHfo IN COMMON" A. OJOINT-icNA.N'lS"wi-li '.'110111 ell: fjUllVIVI Jlj~fllll' (JI~ lil-Allll )1. llN!. ()Wt~LIl,llllJ (,OUj '10 sLJr~vlviN(iOWN[R- 8, 0 TENANTS IN COMMON - otWIAIlIOIl/NI.l/WNIII.llm.llllil l/IIIILI,Niw OWNLlI (jOlll 10 illS OfHlER HEIRS OHESTATE. NOTE: IF THE VI.JIICI.L IS m,INe! LLAiilll, LIII.CI\ IIllll 1\Il/[;I': II 1I1110CK Ii. CIII'CIII:O, COMPLUE AND ATTACH FORM MV.IL. i! y'jlij 11'1Il',h.llllll!II<i; 111l"!III'1 .1;" ;01,1 II:! III.a,,1 Mt6SliNOUH NUMUCtl: willlmli\l d.l,'; pLI';f; t.;J;IIJ;! l't'I~\IHJI 3. APPLICANT'S COPY /T~MPOn^IIY IIHil!.ll1^lI(1IJ I "A! 1111 (1111>11 ",W!oI SCHEDULE H FUNERAl, EXPENSES, ADMINISTRA TIVI<; COSTS AND MISCELLANEOUS EXPENSES Estate of McCall. Christine E, File Number: 21.97.0575 ITEM NUMBER DF..sCRIPTION AMOUNT A, Funeral Expenses: I. Ewing Brothers Funeral Home, fUncral. 2, Service Class. Pirst Presbytcrian Church, reception, 3, Rev, John Black. funeral scrvlce, 4, Wayne Noss Flowers. flowers, 5, Carlisle Memorial Service. Inc" footstone, B, Administrative Cosls: I. Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid $8,571.00 $500,00 $100,00 $106,00 $340,00 Attorney Fees: EdweId L. Sehorpp, Esq. Family Exemption Claimant: Address of Claimant at decedent's death Street Address Clly: Slate: 4. Probate .'ees $3,50(l,00 ~ ., 3, Relationship: Zip Code: Costs advanced to date. $409 .40 $500,00 Closing and filing relenses, C, MlKellaneous Expenses: I. 2. 3. 4, Borough of Carlisle, water/sewer, invoke John erum, reimburse expenses, Chack Bricker, auctioneer, personnl property appraisal. tlOI, Invoice, $11.82 $851.74 $50,00 $61.24 $11.81 $36,00 $85,00 $11.82 5, 6. 7, 8, Sprint, Invoice, PP&L, invoice, Richard Coon, real estate appraisal, Borough of Cllrllsle, water/sewer, Invoice, TOTAL (Also enter on line 9, Red,pllulalion) contlnucd...... SCHlmuu<; J BI';NIU"ICIARU<:S Ellate or F'lIe Number: McCall, Christine E, 21-97-0575 lIem Amount or Numbtr Namr. and Addre8.~ or Benenclary RelatlonNhlp Share or Eseate I. John D, Crum, Jr. SSN: 208-24-4894 Sun 1/8 Rcsiduc 802 Lnncclot ^ vmlue Mechnnicsburg, P ^ 17055 2, Thelma L. Evelhoch SSN: 181-32-3988 Step. Daughter 1/8 Rcsidue 347 Summit Drive Lewistown. PA 17044 3, Christine E. Bush SSN: 194-26-6348 Daughter 1/8 Residue Seven Lyon Road Middletown, ND 07748 4. William E, Crum SSN: 194-28-7985 Son 1/8 Residue 2310 Wyndhurst Coun York, PA 17404 5, TholDns J. Crum SSN: 186-28-3376 Son 1/8 Residue 586 East Canal Road York, PA 17404 6. James R, Crum SSN: 195-38-9164 Son 1/8 Residue 1861 Spring Road Carlisle, PA 17013 7. Valerie A. McCall SSN: 176.34.9049 Step-Daughter 1/8 Residue 4G6 Arbor Green 275 Green Street Beverly, NJ 08010 8. Roben S. McCall, n SSN: 193-364322 Step-Son 1/8 Residue 582 East Mallard Circle Fresno, CA 97320 Item Number Name and Address or Benenclary Amount or Share of Eslale TOTAL Charltabk and Governmental Bequests (Also enler on line 13, Recapitulation) Oate 1997 6/21 6121 6/21 6/21 6/21 6/21 6/21 6/21 6/21 " 6/21 8/12 8/12 914 1998 4/30 . . . RECEIPTS QIt' PRINCIPAL Financial Trolst Company, checking account no. 718912 Financial Trust Company, certificate of deposit no. 1-107337 , Merrill Lynch Ready Assets Trust, account no. 872-45218 PP&L Resources, Inc., 573 shares @ $19.8906 per share, average mean Legg Mason account no. 360-01296 (Greenwood Trust Certificate of Deposit) Dominion Resources, account CHR E MCCALL, 700.1783 shares @ $35.6875 per share Residence at 408 Lincoln Street, Carlisle, Pennsylvania Miscellaneous personal property, appraised value 1988 Plymouth automobile, valued at transfer Cash Blue CrosslBlue Shield, refund Aetna Insurance Company, life insurance proceeds Harleysville Insurance Company, automobile insurance refund Proration of 1997-1998 School Real Estate taxes, sale of residence Internal Revenue Service, refund 1997 income taxes Pennsylvania Department of Revenue, refund 1997 state income taxes Total Receipts of Principal NOTE: Homeowners Insurance policy refund not received as of date of filing account PRINCIPAl, CONVERSIONS TO CASH Gain Date 7/16 Financial Trust Company, checking account no. 718912 Proceeds Account Value 7,948.07 8.151.74 2 8,151.74 34,202.35 161,639.00 11,397.31 30,666.33 24,987.61 74,500.00 1,375.00 2,500.00 284.34 100.15 4,000.00 57.00 107.27 820.00 43.00 354,831.10 Loss 203.67 . . " 9/19 Financial Trust Company, certificate of deposit no. 1.107337 Pl'Oceeds 34,620,99 Account Value 34.202.35 418.64 , 1998 1/27 & Sale of personal property Proceeds 1,318.50 4/6 Account Value 1.375,00 56.50 4/30 Residence at 408 Lincoln Street, Carlisle. Pennsylvania Proceeds 83,000,00 Account Value :Mj,Q!WQ 8,500,00 5113 Merrill Lynch Ready Assets Trust, account no. 872-45218 Proceeds 188,620,39 Account Value 16 \.639.00 26,981,39 5113 PP&L Resources, Inc., 573 shares Proceeds 12,749,25 Account Value 11.397.31 1,351.94 5/13 Legg Mason account no. 360-01296 Proceeds 30,000,00 Account Value lQ.666,33 666.33 5/13 Dominion Resources, account CHR E MCCALL 700,1783 shares Proceeds 26,606,78 Account Value 24.987,61 \.619.)7 Net Gain on Conversions 37,944.64 Date 1997 8/4 8/4 8/4 8/12 8/12 8/12 DISBURSEMENTS OF PRINCIPAL PP&L, electric Borough of Carlisle, water & sewer Sprint, telephone Ewing Brothers Funeral Home, funeral Borough of Carlisle, water & sewer UOI, gas 36.00 , I \.82 19.31 8,57 \.00 1\.82 59~OO : ' 3 . I RECEIPTS OF INCOME Date 1997 7/25 Financial Trust Company, interest. estate checking account no. 523329845 4.57 8/22 Legg Mason. interest. account no. 360-01296 900.04 8/27 Financial Trust Company, interest, estate checking account no. 523329845 10.22 9/5 Financial Trust Company. interest, estate checking account no. 523329845 1.58 9/26 Financial Trust Company, interest, estate checking account no. 523329845 18.56 10/2 PP&L Resources, dividend 239.23 10/26 Financial Trust Company, interest, estate checking account no. 523329845 59.79 11/26 Financial Trust Company, interest. estate checking account no. 523329845 61.15 12/26 Financial Trust Company, interest, estate checking account no. 523329845 59.08 1998 1/5 PP&L Resources, dividend 239.23 1/26 Financial Trust Company, interest. estate checking account no. 523329845 23.95 2/24 Financial Trust Company. interest, estate checking account no. 523329845 7.00 2/24 Legg Mason, interest. account no. 360-01296 914.96 6 J5-lq().., COMNONWEALTH OF PI!NNSYLVANIA DEPARTMENT OF RI!VENUE 'UREAU Of INDIVIDUAL TAMES INHrllTANCf TAM DIVl~IOH DrPt, """ HARRIIIURO. PA 1'121-"'1 NDTICE Of INHERITANCE TAM APPRAISEHENT, ALLOWANCE OR DISALLOIfANCE Of.DEDUCTIONS AND ASSESSHENT Of TAX EDWARD L SCHORPP ESQ 127 W HIGH ST CARLISLE PA 17013 DATI! UTATE OF DATE OF DEATH FILl! NUMBER COUNTY ACN 06-02-98 MCCALL 06-21-97 21 97-0575 CUMBERLAND 101 E AMount ROMl U.d - --- c. - RH.I"'" ,,, 1".tll CHRISTINE E I MAKE CHECK PAYABLE AND RENIT PAYMENT TOl REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RI!TAIN LOWER PORTION FOR YOUR RECORDS ... itiii= ii;;"-EX-AFP-i'i19:i7Y"NOTici"op"i"NHEiiii'ANCi"TAX-APjiil'AYifHENi'-;-AL'LOWANCi"iilf---..__.m__m- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCCALL CHRISTINE E FILE NO. ZI 97-0575 ACN 101 lJATE 06-02-98 If .n ......m.nt w.. i..u.d pr.viou.ly, lin.. 14, 15 and/or 16, 17 and IB will r.fl.ct figur.. th.t includ. the tot.l of ~ return. .......d to d.tl. ASSESSNI!NT OF TAXI 11. AllOunt of L1n. 14 .t Spouool rat. 1111 16. AllOunt of Lln' '4 to.obl. .t Lln.al/Clooo A rat. (16) 17. AllOunt of Llr~ 14 to..bl. .t CoIl.t.r.l/Clooo I rolo 117) 11. Principal Tax Due TAX CREDITS I ~AYHENT DATE 09-12-97 03-17-9.8 TAK RETURN If AS . I X I ACCEPTED AS fILED REiiRVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RI!TURN BASED ONI ORIGINAL RETURN 1. Rool Eotat. lSoh.dul. A) 2. Slooko ond Bondo (Soh.dul. I) S. Cloo.lY H.ld Slook/~ortnorohlp Int.r.ot ISoh.dulo C) 4. Horigag../Not.. Receivable (Sohedule DJ &. C..h/lank Deposita/Hlle. Parlon.l Property (Sohedule E) 6. Jointly OWnod ~rop.rty lSoh.dul. rl 1. Transfare 'Sohedule OJ eo Tot.l A...h I ) CHANGED III 121 ISI 141 IS) 161 (7) 74.500,00 228.690,~:; ,00 .00 46.670,58 .00 .00 lal APPROVED DEDUCTIONS AND EXENPTIONSI .. Fun.ral EJlCpan..,/AdII. 'Coatl/Hile. Expan... (Schedule HI 10. Dobtol"ortuotl Ll.bll111.0/Ll.no lSoh.dul. 1) 11. Tot.l D.duoUono 12. Not V.luo of T.. Roturn 15. Charltable/Goyarn..nt*l lequa.tll Non-.l.ctad 9115 Tru.t. 14. Not V.luo of Eot.t. Subj.ot to T.. 1'1 llOI 16,655,89 130.83 1111 ll21 In) (14) ISohodul. JI NOTl!I .00 333,074,11 .00 M .00. X ,06. M .15. lUl RECEIPT NUHIER AA242234 AA269853 DISCOUNT 1+) INTEREST/~EN PAID 1-) 789.47 .00 AHOUllT PAID 15,000.00 4,195.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTI!REST AND PEN. TOTAL DUE . If PAID AfTER bATE INDICATED, SEE REVERSE EaR CALCULATION or ADDITIONAL INTEREST. NOTE I to lnaur. prop.r cr.dit to your .ooount, lub.it the upp.r portion of thll forM with your t.x p.y...n1:. 349,860.83 1 ~ 7A~ " 333,074.11 .00 333,074.11 ,00 19,984,45 .00 19,984.45 19.984,47 .02CR .00 .02CR If TOTAL DUF. IS LESS THAN .1, ND PAYHENT IS REQUIRED, If TOTAL DUE IS REfLECTED A' A "CREDIT" ICR1, YOU HAY IE DUF. A REfUND. SEE REVE~'E SIDE Of THIS EORH fDR INSTRUCTIONS. 1 - 't5 .\;'l \"".' ~~ (1);'1l'.t .... (J'~ ~ ' . '''''"q \~; 'f' .) \.,J U ,J (I) (I} ~ 'i D 'f--' t,) J~u q, ~ ss RESERVATION I ~.t.t.. of d.c.dan~' dvlna on'~r b,for. DIOI.o., 12, 191Z .~ If any future In'er..tln thl t.t.t. i. tr~.f.rr.d in Po.....lon or .njov.-nt to CI... . (0011a'ar,ll bln'flol.rl., of thl dlc.dant .ft.r thl IMPlr.tlon of InY .....e for II" or for v..r., the Co.-o~w..lth hlr.by IKpr...ly rl.lrv,' the right to appr,t.. .nd .,.,.. "lnlf.r Inherltenct TIM" tt tM .''''1.11 Cl... . (colhtlt.lJ r.tton InY luch future lnt.r..t. PUAl'OSE OF NOTlCEl To fulfill thl r.qul,..."t. 01 s.ctlon 21ftO 0' thl Jnn.rltllnOl and Elt... 'IIC Aot, Aot 21 of 1995. (72 P,I. StoUon '1"'0>, PAVMENTl O.ttoh the top portion of thll HotlCI and lub.1t with your ply..nt to thl A"hter of Wills print" on thtl r.v.r.. .Iet.. __H.. check or IIon'V order p.ylblt tOI REaISTER OF MILLS, AOENT RE;fUNO eCA), II r.ft.n:l of . t.M oredit, Mhich w.. not r.qu..t.d on the TeM R.turn, ..y be r.qu..t.d by cOllpl.tlnt ., "."lIo.Uon fur Aefund of Pam,Yl",."le Inh.rltllnu end E.t.t. TaM" (REY-UUL Appl!catlon. .re .",.U.bl. .t tI-. Dffle. of the A.,ht.r of "UII, Iny of the U RllllnUI Olltdot Dfflco., or by celli", the ,peelll ~"'~hour tn....rln. ..rvlc:e nutIb.tll for for..arderlngl 1n P.m.ylv.nl. l~'OD~J6ZMZDSD, ouUld. Plnn.yl",..,I. IlOd within looal ",rrhbura ar.. (1111 111MI094, TOOl (111) 71Z'USZ CH..,lng IIIp.lr.d OnlY), OIJEClIONSI Anv plrty In lntlre.t not ..thfl.d Mlth the IPpr.h...nt, .llowancI or dhlUowtnu of deduction., or ......ant of t'l( (Includlna dltcoont or Int.r..t) .. .hown on thit Hotlu lIlI.t obj.ct within .11(h' (601 dlY' of fiKllpt 0' thlt Noticl bYI '-wrIU.n protut to the PA nep.,..ent 0' R'IIenul, 10llrd of Appe.1I, Dept. Z110Z1, H.rrhbur., PA 11121-1021, OR --.lectlon to h.ve the .att.r detar.)ned .t audit 0' the account of the p.r.onal r.pre..ntltl",e, OR M-."..l to the Drph."." COUl'" AONIW IST.'TlV'E CDRMCTlON'1 f.otu.1 .rror' dl.co",.red on thl........-nt .hould be .ddr....d In Nrltlng tOI PA D.p.rt,.nt of R.vanua. au,.., of Indlvldull Till.", ATUlI po.t A......ent R.vl... Unit, Dept. 280'01, H.rrhbur., PA 171U~0'01 ~ (717) 7.7-'S05. S.. pagl S of thl bookl.t "In.tructlon. for Inherlt~. Te. A.turn for' AI.ldent OtIcedent" (REVM1501) for." .llplan.tlon of Idllinlttr.U",ah correctabl. .rror.. DlSCOUMY I If ",y bl( dIJI It 'lid Nlthln UIr" (5) c.lendar IIOI1th. .f"r thl dlClad.nt'. d..th, . filiI parc.nt UiO dltcount of the tlM pold II ol1oNld. PENAL TY I The 15;( tIll MM.ty nonMpartlclpatlon penalty It cOlflUt.d on the tot.1 of thl t.. IInd intar..t .......d, and not 'lid before Jenu.ry 1./ 1996, thl flrtt d.y ,ftar the .nd of the taM .."..t" pldod. Thll Mft-partltlp.tlon p.n.lty It app.ellble In the .... ..~r end In thl t~1 .... tl.e p~rlod I' ~ou would app..l the t.. and Int.r..t thlt hI' blln .......d a, Indicated on thl. notlc', IHTun'l Int.r..t I. charged b..Snnln, Mlth flr.t dey of dlllnquency, or nln. (9) .onth' and one (I) day frot thl d.tl of ,...th, to thl d.te of p."..nt. Tal(lI which bac... delinquent ...for. January 1, I9IZ b..r Intar..t .t the rlt. of .1. (.~) percent plr annuM c.lQul.t.d .t . delly r.t. of .000164. All t.x.. which bac... d'linqu.nt ~ Ind .ft.r January 1, I'" Mill b..r int.r..t et . rat, which will "'ltY 'rOIl ul.nd.r y..r to ul.ndtr y..r with '''It r.te aMOunted by 'h' PA Dlp.rt.lnt of RIII'nue. Th. IPpUcabll intar,.t rat.. for l'ez 'hrouttll"l .r'l Y!!!: In,.,..t Rlt. DeilY Int.r.,t Flctor ~ Int.,e.t Rat, D.lly Int.r..t factor 1912 ZOiC ,aDOS"" 191' 9X ,000Z47 1.11 l'iC .000ft51 19"-1"1 llX .00OSOI ".. m ,00OSOI 1"1 'X ,0002"" I'" m ,DOllS" 1991- 1994 7X .000192 I'" lOX .000l'''' 1995-19" .~ .OOU"" -~Int.r..t I. c.lcul.ted .. folloN.1 INTEREST' IALAHCE OF YAK UNPAID M HUNIER OF DAYS DELINQUEHT X DAILY INTEREST FACTDR u,,"y Notlc. ",uICI .fter thl t,1( becOll. dllI~n' wUI refllct In lnt.,..t ulculatlon to flltllR (IS) dlV' beYond thl d.t. of thl ........nt. If pay.ent I. .Ida .f'.r the Int.r..t oOlPutltlon d.tl .hown on \he Motle., additional Int.r..t .u.' be c.lculatld. STATUS REPORT UNDER RUl,E 6.U Name of Decedent: Christine E. McCall Date of Death: June 21. 1997 Will No. 21-97-0575 Admin. No._ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes X No 2. If the answer is NO, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c, Did the personal representative state an account infonnally to the parties in . interest? Yes No d. . Copies of receipts, releases, joinders and approvals of fOlmaI or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~~ Edward L. Schorpp, Esquire . 127 West High Street Carlisle, Pennsylvania 17013 (717) 243-9258 Date:V~.E J~/99? N ~~ '0 (I) \") (L\~ - ".'.) ,> Q.. . :h"':'" ,~) " ; (;i 01 .... " TO) .l.. (j., rl' ~ ;0 00' ......'- ~~ il fJl Capacity: _ Personal Representative ..x. Counsel for Personal Representative