HomeMy WebLinkAbout97-00583
PETITION FOR PROBATE and GRANT m' LETTERS
No, _, 71-91., .s1i"~3
To:
Estate of .MlWl..Jt. Pefflc~__
also known as
,_------- Register of Wills for the
_ , Deceased, County of r....hArlllnd In the
Social Security No. 706_0'i_4017 Commonwealth of Pennsylvania
The pellllon of the undersigned I'espectfully represents that:
Your petitloner(s), who islare 18 years of age or older an the execut.D.t.-
in the last will of the above decedent, dllted n..onh..r A, '
and eodlcll(s) dOled Arthur S. Pern"y - .dJ..oJ.L:---.luna. 7, 1991
named
_,19..9.1-.
Oecendent was domiciled at dcalh in Cu.berland County, Pennsylvania, with
h er last family or principal residence at, 967 WeAt Old York RnAd, r.Ar! hi..
Dir.:ldnAnn TnvnAhtp ----.~
(list sueel, number and munclllllllty)
(SUlle relevl1nt cirClInutllnccs. e,g. renunciation, de:lth of executor, elc,)
Oeceodem, Ihen _,Jl~_ years of age, died _-- Apr"! 'J(, --, 19 117 ..,
at. CarHAU., UnApltAl - .
Except as follows, d~cedent did not marry, was nOI divorced lIn~, did not have a child born or adopted
after execulion of the will offered for probate; was not the victim of a killing and was never adjudicated
incompclem: _~_,
Oecendent at dealh owned properlY with estimated values as follows:
(If domicllcd in Po.) All personal property
(If not domiciled in P~.) Personal property In Pennsylvania
(If not domiciled in Pa,) Personal properlY in CounlY
Value of real estate in Pennsylvania
situated as follows: 967 W.wit. Old Ynrk RtUlllo--
->>1c&t:inRon' TnwnAhipr CArl i ,"'le...-
$. --,_.,
$,----
$-
$ 70 , nnn_Clll.
WHEREFORE, pelltloner(s) respectfully request(s) the probate vf the last w:11 and eodiell(s)
presemed herewith and the gram of lellers testaa('ntarv
(testamentary; administrutlon c,t.a,j admlnisUlulon d,b.n.c,t.8.)
theron,
t (J {if,~],,~I/'~'C
H Ii . ,
- ,g t/ 'John B. Anderson
!'~". .;~ IIArTfAnn DTfviP.!
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17)1(,
OA TH OF PERSONAL REPRESENT A T1VE
COMMONWEAUH OF PENNSYLV ANIA '} s
COUNTY m' -.__CYtWJP.AHD 8.
The pelitlone~'(s) above.n~mrd swear(s) or affirm(s) lhllt the statements In the foregoing petition are
lrue and contct to the best 0" the knowledge and belief of pelitioner(s) and thai as personal represen-
lalive(s) of Ihe nbove decedent pelitioner(s) will well a,lld t;>,ly adl1\inis~r the, estale aecorc\lng to law,
swo..rn 10 or arnrme..d and slIbscrlbed {' (Z/!;,~~;(~,/j/L"""v' '"
before me this __....lQJ;:1 day of / ~ ~'
July '=z:;:;:,,-"- 19-'lL_. I Jnhn," And"rnnn ~
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LAST WILL AND TESTAMENT OF
ANNA M. PEFFLEY
I, Anna M. Peffley, of Diokinson Township, cumberland
County, pennsylvania, declare this tc be my last Will and
Testament and revoke all Wills and Codioils previcusly made by
me.
ITEM I: I direct that my just debts, funeral expenses, and
the expenses cf the administration of my estate, including any
state, federal or other death taxes payable beoause of my death,
shall be paid from my residuary estate as soon as practioable
after my decease, as a part of the expense of the administration
of my estate.
ITEM II: I devise and bequeath all of my estate of every
nature and wherever si.tuate unto my husband,l\.rthur S. peffley,
provided he shall survive me by thirty (30) days.
ITEM III: Should my said husband, Arthur S. peffley,
pred~cease me or die on or before the thirtieth day following my
death, I bequeath all cf my estate of every nature and wherever
situate as follows:
A. One-half thereof unto my son, Jchn H. Anderson,
provided he shall survive me by thirty (30) days. Should my said
son, John H. Anderson, predecease me or die on or before the
thirtieth day following my death, I devise and bequeath his share
of my estate unto my grandson, Arthur Eppley, absolutely.
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~ NOTICE Utill.E~
Namll of Decedent: ANtiA M, PEFFLEY
Date of Death: ~ April 26. 1997
Estate No,: 21-97-0583
To the Rcgister:
I certifY that notice of the beneficial inh:rest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
July 23. I22L
~
Address
. Arthur S. Peffley (Est~
John H, Anderson. Executor
c/o Daniel W. DeArment. Esauire
Irwin. McKnil!ht & HUllhes
60 West Pomfret Street
Carlisle. PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none
O"le:_
ll7/23/97
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IRWIN, McKNIOIH & HUGHES
Name Daniel W, DeArment. ESQuire
Addre.. 6ll We.t Pomfrel Street
Curll,le. PA 171113
Telephone a 17) 249.2353
,C"pi,.lIy:
Pcr!'lnnill Representative
x
Cotlll.el "" Persolllll R.pre.enUI\ive
. '
cOM~~mM.h1~W'plllWIl'~~ANIA
MAAAI9i~~ta,~\2I-06O'
I' . I' (I \
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE PILED IN DUPL.lCATE
WITH REGISTER OP WILL
FILl NUMIIR
FOR DATESOF DEATH AFTl:A 12/31/tl CHECI( HEfqE
IF ASPOUSAl___ rI
, I n...L..L,___
REV. 1500EI( . (7-V4)
CAB
!H
KH
21-97-0583
Y~AA
NUM A
M.
COUNTY CODE
DECEDENT'S COMPlE'rE ADDRESS
967 West Old York Road
Cad isle, PA 17013
ic ~ NAME
D Daniel W. DeArment, Esquire
! TELEPHONE NUMBER
. If 717-249-2353
1. Roal Estola (Schadulo A) 1
2. Slocks and Bonds (Schedulo BI (2)
3, Closoly Held Stock/Partnership Interost (Schedulo cl (3)
4. Mongoges and Notes Recolvable (Schedulo 0 I (4)
I, Cash, Bank Dopos~s & Miscellaneous Personal Property (Sch EI (I)
I, Jointly Owned Property (Schedulo F) (I)
7, Transfo.. (Schedulo G) (Schodule LI (7)
I. Total Gross Assets (total Lines 1-71
.. Funeral E)(penses, Administrative Costs, Miscellaneous
E'pensos (Schedule HI
10, Debts, Mortgago Liabllnlos, Lions (Schodulol)
", TOlal Deductions (tolal Lines 9 & 101
12, Not Volue of Estato (Lino 8 minus L1no 11)
13. Charltoblo ond Governmental Boquests (Schedule JI
14, Not Valuo SubocCto To< (Llno 12 minus Llno 131
II, Spousal Transfe.. (lor dotos of death aher 6-30-9~1
See Instru:;tlons lor Applicable Percentage on page 2.
(Includ" VIIIlulS from Schedule K or Schedule M,)
11. Amount of line 14t8Kable at 6% rate
(lncludo valuos from Schodule K or Schodule M,)
17, Amount 01 Line 14ta,ablo at IS'!. rato '
(Include valuos from Schedule K or Schedule M, I
II. Principal to' due (Add ta' from Line 15,16 and 17,)
1.. Crod~s/Sp Povorty P,ior Paymenls Discount Incerost
0.00. 0.00 . 0.00 0.00
20. II Line 191s greator Ihan Lino 18, enter Ihe dllle,enco on Line 20, This Is Iho OVERPAVMENT,
~ 0 !5:hock h.,. II VOU II. roqu..tlng . rolund 01 VOUI OVOIPiYiiiOiil.l
21. II Llno 181s g,eater than Line 19, ente, tho dlfferonce on Line 21. This Is the TAX DUE,
A. Enter the Interest on the balance due on Unt 21A,
B, Erlter tho total of Llno 21 and 21A on Une 21B, This is tha BALANCE DUE.
Mlko Chock PI Ible tOl R 11'01 01 Wlllo A .nt
. . II SURE TO ANSWER AI,L QUESTIONS ON PAGE 2 ANO TO RECHECK MATH .. ..
Under plNttl.. or perlUry, I dlel.,. that' h..... IlC&mlMd this ,.turn, IncludIng accompanying Ith~ul.s .nd slllementi;ln(i"i01he bell of my knowlldgft Inti btIU.t, It 'I hue, -
corrtet.nd compl.te. dKI.,. thlt.1I 'N"S"t_ hi' been llporl.cf.t true market v.l"" olel.r.tlon of p'.~r.r olhe, lh.n the p'rsollalrtpr.sentltlve Is b1Md on .lIlnlormatlon of
whIch pr.paler hl"ny knowledgl,
I
DEOEDENt" NAME ILAS1, FIASt, AND MIDOLE IN III ALl
Peff ley Anna
SOCIAL SECUAIfY NUMBE~ OATr.::: OF DEATH
204 - 05 - 4032 0/./26/1997
DATE OF BIRTH
01./1/./1913
Caunt Cumber 1 and
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Peffle Arthur S. 160-16-9558
X " Original Recurn Bi. Supplemental Return .-
4, Llmltod Estate 40. Fulure Intorost Compromise
(for datos of death ohor 12.12,,82)
Q<J e. Docodont Dlod Tostate 07, Docedent Molntalnod 0 Living Trust
(Anaeh copy of Will) (Attach a copy of Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE OIRECTED TO:
Oa.
o I,
AMOUNT AECEIVEO (SSE INSTRUCTIONS)
_ 0.09_
Remaindor Roturn
(for dal.s of death prior to 12-13-821
Fed.rol Eslalo To< Roturn Roqulred
Total Number of Safe Deposit Boxes
COMPLETE MAILING AODRESS
IRWIN, McKNIGHT & HUGHES
60 West Pomfret Street
Carlisle PA 17013
e
i
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U
L
t
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one
None
----/fon.;
None
364.55
None
None
(.)
4,317.00
(10)
None
(15)
(3,952.45)<
o . 00 X ,06 '
0.00
(11)
(5)
364.55
(11)
(12)
(13)
(14)
4,317.00
(3 ,952.45)
None
(3,952.45)
,
0.00
0.00
0.00 X ,15'
0.00
John H. Anderson
3 Harrison Drive
Ea-st~B'er.ri.nHPA" 'Yi3i6~H.." - ,," - -. -"..."" ~ - H.
IRWIN McKNIGlfr & HUGHES
West Pomfret Street
cari"i,jie',' 'PA'.oii6if".....o'" n".."",.on n"'"
~
(17l
c
o
~
I
N
(II)
(1.)
(20)
0.00
0.00
(21)
( 21Al
( 21B)
0.00
0.00
0.00.
D.IE
.,.,0/:lJ'
DATE
.2.0 'II7JY
Form 1100 (R'\', 7..14)
RIV. 1101 IX + (~"'7)
SCHI!DULI! I!
CASH, lANK DI!POSITS AND
MISCI!LLANI!OUS
PI!R NAL PROPI! TY
P
C(lMIIRI~UMbYANIA
AT P
Anna M, Peffley
S8// 204.05.40n
04/26/1997
.Wi"
ITEM
NUMBER
1
In! -owned w,~h RI hI 01 S.rvlv!!!!'l, ",.,1 ItI dll.lot'" on Soh....1e p)
DESCRIPTION
Dauphin Deposit Bank 6c Tr.ust
Company, checking account
//67880827
VALUE AT DATe
OF DEATH
364.55
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1"
,1
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TOTAL (AI.o Inl" on llna S, RIClp~ul'llon)
(Anlch .dd~lon.1I112" . "" .hoot. ~ mo,..ploll. n..dld,)
Copyright (0) 11M form sof,wI" only CPS)'I'IIM, Inc,
. 364.55
Form 1100 Sch..u,.. (Rou, ~.'7)
'i ,<)t'\'fl,.-,pr"'-....:':",~~,oi-,~";,'~~","""-',',i '''! 1"',c"'"~"~,"';'~"Tfl..v<,,.;.\~,,,'b~~",'P!'-"."'-W'f'''' w\',,",','''''- .'''' '
"IV, 111\ IX . (1-11)
COM.~a~ANIA
'STAT'OP
SS# 204-05.4032 04/26/1997
Anna M. Peffley'
ITIM
HUMUR
A, Puntl.ll.p.n."'
I. '
OISCRIPTIOH
I.
Adllllnlttratlva COIItI John H. Anderson
P.rson.1 Represontatlve Commissions
Socl.1 SaCUli1\' Numbor of Personol RaprosonleUvo: 168.36.8416
Voor Commissions p.ld WAIVED _
z.
Anorney Foes
Ir.win McKnight & Hughes
3.
Family E.emptlon
Claimant Arthur S. Peff ley Rolatlonshlp ~ous&
Addross of CI.lmant at decodent's dOlth
Streot Addross 967 West Old York Road
Ci1\' Carlisle SlotO.~ Zip Code 17013
4.
Probate Fe.s
Cumbo Co. Register. of Wills
C. MlecallanooUl E.plns"'
TOTAL (Also Inter on llna 9. Roca ~ullllon)
(It mora .plC. '.naacl....ln.a11 addnlonal .haatl oI.ama .lIa.)
AMOUNT
0.00
750.0Q
3,500.00
67,00
.
4 317.00
'o,m 1800s,hodul. H(A", 1-11)
AEV - 1m EX< 12-11)
COM~\lft~gMItl'A"IA
II ATI 0'
Anna M.
ITEM
~IUM8ER
ITEM
NUMBER
204-05-/1032
04 26 1997
PILI MUM "
21 ,n. 0583
RELATIONSHIP
AMOUNT OR
SHARE OF eSTA'rF.
NAME AND ADDRESS OF BENEFICIARV
1
A, T ...bl. e.qu.sls:
Arthur S. Pef fley
967 West Old York Road
Carlisle, PA 17013
spouse
lOOt.
NAME AND ADDRESS OF BENEFICIARV
B, Chl,hlblo Ind Qovtrnmonlll BoqulSlS:
AMOUNT OR
SHARE OF ESTATE
.
0.00
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also .nltr on IIn. 13, A..I hullllon)
(If molt 'PO.I Is noodld, Insort Iddhlonllshlots of Slmo slzo,)
copv'ltht (0) "" form IOtlWI'.. anI)! CP'SVltllN, Inc,
FDlm llClO S.hodu~ J (Aov, 2-17)
LAST WILL AND TESTAMENT OF
ANNA M, PEFFLEY
I, Anna M. Peffley, of Dickinson Township, cumberland
county, Pennsylvania, declare this to be my last Will and
Testament and reVoke all Wills and Codicils previously made by
me.
ITEM I: I direct that my just debts, funeral expenses, and
the expenses of the administration of my estate, including any
state, federal or other death taxes payable because of my death,
shall be paid from my residuary estate as soon as practicable
after my decease, as a part of the expense of the administration
of my estate.
ITEM II: I devise and bequeath all of my estate of every
nature and wherever situate unto my husband, Arthur S. Peffley,
provided he shall survive me by thirty (30) days.
ITEM III: Should my said husband, Arthur S. Peffley,
predecease me or die on or before the thirtieth day following my
death, I bequeath all cf my estate of every nature and wherever
situate as follows:
A. One-half thereof unto my son, John H. Anderson,
provided he shall survive me by thirty (30) days. Should my said
son, John H.Anderson, predecease me or die on or before the
thirtieth day following my death, I devise and bequeath his share
,
of my estate unto my grandson, Arthur Eppley, absolutely.
.'" 100 c
lY I ." 1
.URIAU OF INDIVIDUAL TAMES
I....n....[ TAM OIVIII,,"
Dl!PT. 210601
HMlIUIIUltO. PA l1UI-n,01
COMMONW.ALTH d" PINN.YLVANIA
D.PA~TH.NT 0' R.V.NUI
c *
.'WoIU' U u, In.''l
ANNA M
HOTlC' Of INHfRIUNCE TAM
AFFRAISIN'HT, ALLOWANCI OR DISALLOWANC'
Of DEDUCTIONS AND AUfllHENT OF TAM
DANIEL W DEARMENT ESQ
IRWIN MCKNIGHT AND HUGH
60 W POMFRET ST
CARLISLE ,PA 17013-2799
DATI
IITATI 01'
DA T. 01' DU TH
I'IL. NUHlIR
COUNTY
ACN
04-27-98
PEFFLEV
04-26-97
21 97-0583
CUMBERLAND
101
[ _A_t R=~d l
MAK. CHICK PAYAIL. AND RIMIT PAYNINT TO.
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17313
CUT ALONG THI, LINI ~ RITAIN LOll.~ PORTION FOR YOUR RICO~DI ~
iliWliit-;-iji"AF;""f09:muNoT-ici--cif"iNHiiiifAifci-T'Ax-A';jiiiA-iiiiiiNi'~uAi:rciwAHci.iili.m_--_m_.__--
DISALLOWANCE OF DEDUCTIONS AND A..IS.MINT 01' TAX
I'TATI 01' PEFFLEY ANNA M FILE NO. 21 97-0583 ACN 101 DATI 04-27-98
TAM RETURN WAI, I ) ACCEPTED AS FILeD I XI CHANGED SEE ATTACHED NOTICE
RISERVATION CONCIRNING FUTURE INT.RI.T . '~REVIR'.
APPRAISID VALUI OF RITURN BASED ON. ORIGINAL RETURN
1. R..I E.t.t. I$chodul. Al
2. stock. end Bond. (Sohedul. II
5. Clo..ly H.ld Stock/P.rtner.hlp Int....t ISohodul. C)
4, Hort_./Not.. Roc.l..l. lSohedul. D)
I, C..h/lonk Dopo.lt./H1.c, P.r.on.l F.op..t. ISohedul. E)
.. Jointl~ Owned Fropo.t~ (Sohedul. F)
7. Tron.f... ISoh.dul. II
a. Tot.l A...t.
.00
.00
.00
,00
364.55
.og
.00
(II
III
121
(5)
141
II)
IU
(n
HOTEl To InN"e ..r~...
orHlt . to your eooount,
....11 the _. portion
.f thl. fo.. with ~OU.
t.. p._t.
364,55
APPROVID DIDUCTIONS AND EXEMPTIONS.
.. Fun.,..l E><pana../A_, Coat.l"iao. E><Pln... ISch.dul. H) C')
10. Dobto/H.rt._ Ll.U1U../Llon. (Sohedul. II 1101 .00
U. Totol _Hon. IUI
12. Not V.luo of T.. R.turn 1121
15. Ch..U.I./I....""""tol 10_.101 Non-.l.oted 9113 Tru.h ISchedul. J) (15)
14, Not V.luo of htot. Subjoct to T.. (19)
NOTII If.n ........nt w.. 1..ued pr.viau.ly. 11n.. 14. 11 .nd/ar 16. 17 .nd 11 will
refl.ct f1gur.. th.t include the tat.l af ~ r.turn. .......d ta d.te.
A.....MINT 01' TAXI
11, A..unt of Line 14 .t Spou..l r.t. 1111
16. A..unt of Line 14 to..l. .t Llno.lIClo.. A ..t. (16),
17. A..untof Line 14 t...l. .t C.II.t...I/Cl... I r.t. (17)
la, Prlncl,.l T.. Duo
TAX CRIDIT'I
FAYH'NT
DAn
1,181,55
lA1 Ijjli
817,00-
.00
817.00-
.00 H .00.
.00 M .06.
.00 H .15.
1111
.00
.00
.00
.00
RECEIPT
HUltIER
DISCOUNT I + 1
IWTfREST IrEN PAID (-I
AI10UHT rAID
TOTAL TAX CREDIT
BALANCI OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERIE
FOR.CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY SE DUE
A REFUND. SEE REVERSE SIDE Of THIS FORM FOR INSTRUCTIONS.)
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"':"'.14'01.11\....)
.
COMMONWllAL TH OF PflNNSVL VANIA
DEPARTMENT OF REV~NU~
IUREAU Of INDMDUAL TAX"
DEPY,2806QI .
INHERITANCE TAX
EXPLANATION
OF CHANGES
2197.0583
101
FILE
REVIEweD BV
Annl M. P.ff1.y
Olnlel Heck
AeoN
--
ICHI!DULI! ITI!M
NO,
I!XPLANATION Of CHANOI!S
Reduc.d to $364.55, F.mlly ex.mptlon c.n only b. olalm.d .g.lnet ....t. .ubji'ct to will
or Inteat.cy.
H
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ROW
Page 1
;0 I,
~illiT UNDER R!1l&6.t2
Name of Decedent:
ANNA tyLfJiFFLEY
. Date of Death:
L\PRIL 26.1997
No, 21.97.583
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules. I report the Ihllowin8
whhrespectto completion ofthe administration of the ahovc-captioned estale:
I. State whether IIdministrntionot'the esUlte is complete: l Yes _ No
2. If the answer is No. stllte when the pcrsonal rcprcsentative rCllsonahly helieves that the
IIdministration will he complete: ____
3, If the answer to No.1 is Yes, state the following:
a, Did the personal representative tile a finallleeount with the Court?
Yes .-X.. No
h. The separate Orphans' Court No, (if any) fiJr the personal representative's
account is:
c, Did the personal representative state an account infonnally to the parties
in interest? .lL. Yes No
Date:
'd. Copies of receipts, releases, joinders and approvals of lonnal or informal
accounts may he filed with the Clerk of Orphan's Court and may he
attached to this report. ,~ ~
OSn9l98 /-L, ,;?$ Y Ll.J /
~'Y
IRWIN, McKNIGHT & HUGHES
O.$ll ~ %~
tjr L:; - '.;,~
L' ,~',.. ~ ci
("'.. 1"'\ U
St l!J 'I 'J
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a"'" ,1
Jl I,~
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Daniel W, DeAnnent.Esauire
Nllme (please type or prin!)
60 West POol fret Street
Address
Carlisle, PA 17013
City. SllIle, Zip
-1717) 249-2353
Telephone Number
Capacity:
Personal Representative
-X_ Counsel for Personal Representative