HomeMy WebLinkAbout97-00792
I'ETITION 1<'01~ I'IWIIATI': IIlId (~RAN'I' 01' U:'I'TERS
((I "N r /! (J,.. 1/.) "I I", G"I .. 1'1 0 .,
":1'11/11> 01 '1l h,w" II., '-II I. Vi' N". d, I I 7 ~
I//~o kl/';'I'I/ 1/,\ 10:
'\odl/I .\1'<'11/'11.1' No.
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Ill'giSII'1 01 \l'ilh 101 .11,ll' ,
('O""ty 0' (!I/fll~ I lIlN V III 'Ill'
('OIIIIllOII\\'l'allll oll'l'lIl1syll'ulliu
Till' Ill'li,ioll nf I ilL' tlIHkl'\iglll'd H'''IH'i.:tlulh' 1'l'llI'l'lool'lll-" 111ll1:
Ynul pl'litiOllt'I("I). wlln hall' IX Vl'[\I'\ of age or oldL'1' all lhe l''\l'ellt
III lilt' last \1'111 ollhl' a",wl' d<'ITdt'lIt, dated IliI.(~().'" T JII},
uud codicil(s) datt'd
fll(l/./II 1/ !tee' 11~llcd
l'lt('!m___. ,19/_.
(~lall' ICll'\,Ull dr~'III11\I;llll'l'" (',.c, rl'llIIIlL'I<lliOI1. dl'ath nr c'\WlI1Of, ell',)
Dt'I'l'lIdCllt \l'a.s dOlllieilt'd ut dl'alh ill . (!({fl/8eR I./It;-I/J ""m ('ouuly, Pl'nnsylvaniu, wllh
h1~... lasl I'alllily 0' plinl'ipal It',idl'nIT al cfJ.1..[(i/!&:".RM(J, iMl!./j:;,aj, P.IL...
m--/JtWJt(! Ii~Llr'l - li.'fI'illtIlCC "-tl.iL"fc;: _,__._
111,[ '(I~'L'I, tllll\II1l'1 alld 1lI11Iklp;lIil\)
Dl'<'l'mlelll,lhl'n ,. 49 vealS 01 ,.ge, dil'd III/(vilsr ,:1.4 m,19.17....__,
(II . . (lJ/ku':"E. IlM'PiTlh__mn. 'n_'''~,___,,'
!:'\Cl'j1t 11\ rollow'i, dl'\:edl'lll did Illl[ IlHlny. W<l~ Ilnl dl\'ol'l..'l'd Hlld did 1101 have a child born or udUpled
nl't(.'r ('\l'l'Ull01l or the will OI'fl'ITd for probate; WHs 1101 the victim (lr a killing and was never adjudicalcd
Illl'0I1!1w1el1t: NlI/l' .. _..".._____.,,_...
DCL'l'lHll' 11 I ill death ll\\IH.'d properly with l'~tilllatcd \'alul'<" as follow....:
(II' domil'i1ed ill I'a.) All pel'>l)l1al ploperly
(I r not dOlllil'ilcd ill Pa,) Pcr"onal properly ill Pellllsylvania
(I'I Illl[ dOllliL'ikd III Pa,) 1'1:1'."011<11 property in Coullty
ValuL' (,11" n.'al..:\latl' 111 PL'IlI1\yl\':lllia
situated u.., follow,,:
ItI. 117/ €..!:.--
$-..__'",___~._.-
$......
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.________~_" .._. .u.... ______.......__._._..._~___._._~_.
II II" KI:H llll:, pelil iOl1el(s) I'l'Sp\:l'll'ull,'
pr('\('l1lcd herewilh and lht' granl of lelll'rs____
,
request(s) Il1e pl'ob,"e of tile last will 1I11d eodidl(s)
.. .. .....___~,s!."_mc-l'L7}l(21f.--..-----.-
il~'~lamL'lllar\: ildlllilli~tlalil\n C.l"l,; adrninlslrmioll d.h,Il,(,',t,n,)
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OATH 01<' IJERSONAL REPRESENTATIVE
COMMONWEAI.T1-f OF I'ENNSH,V ANIA
COli!l;T\' OFt.:lJI1JjXt~LA~P.. ...__.
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Till' J"!l'litiollL'!'l\f aI10\'l'--n<lllll'd ',WC:lr(.\) or affinll{s) that tilt' SI 1lIl'Illt'1l I \ ill the foregoing petition arc
tnll' ilnd l'1.1!T\.'I:\ to llw he'd I.llllh' tlHl\\ Il.'dgL' and h\.'lief or peliIIOIll'I'(S) and Ihat as personal rcprescn-
latin,'f',) of Ihl' ahn\l' dl'l'l'lh,'IH Iwtilinlll'I'("') will well and !.J1l1~' administer lhe ('stute according 10 law.
/<A //./7 ..
'J SWIlIU ", III "llilllll'd "lid SUIMlih"d I ~_,.._14( ,'hL_I,_(~<<-_____._...,.._,._~_ ~
bl'foll' Ille' Ihis 24th dill 01 ~.
m-z~es,~~J;8~i,e,il>m.:)rG.IJ~~:: 1 _-"m' i
U fJ..iplr~ UI'.dsl('f' ..._____ ~.
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LAST WILL AND TESTAMENT
I, GEORGE W. RICE, JR., of 924 Forbes Road, Carlisle, Cumberland County,
Pennsylvania 17013, do hereby make, publish and declare this to be my last will and
testament, hereby revoking all wills heretofore made by me
1 , , direct my personal representative to pay all of my debts, funeral and
administrative expenses as soon as convenient after my decease,
2, I authorize and empower my personal representative to sell any realty
and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds and/or
bills of sale therefor, in fee simple, as I could do if living, My representative is
authorized and empowered to engage in any business in which I may be engaged at
my death, for such period of time after my death as seems expedient to said
representative,
3, I give, devise and bequeath all of my estate of whatever nature and
wherever situate to my spouse, Rhona H. Rice.
4. In the event that my spouse does not survive me by a period of at least
sixty (60) days, then my estate I give, devise and bequeath to my children, share and
share alike, the child or children of any deceased child taking the share their parent
would have taken if living,
5, If any of my children are under the age of twenty-one (21) years at my
death, then my estate I give, devise and bequeath to be held in trust by the hereinafter
mentioned trustee according to the following terms and conditions:
The trustee, as well as my representative, IS hereby authorized to retain,
unconverted, any property, real or personal, that I may own at my death and shall be
under no duty to convert it into legal investments. The trustee shall have the power
and authority to sell, transfer, convey, invest and reinvest and to pay over the net
income of the trust property, to or for the use of my children, or to accumulate it in the
sole discretion of the trustee. The trustee is also authorized and empowered to pay
over to, or for the use and benefit of my children such portion of or all of the principal of
the trust estate as in the trustee's sole discretion seems proper for my children's
support, maintenance, education, or medical care. My primary object is to insure the
support, maintenance, education and medical care of my children until they reach the
age of twenty-one (21) years. When the youngest of my children reaches the age of
twenty-one (21) years, then whatever remains of income or principal of the trust estate
shall be distributed to my children, share and share alike, the child or children of any
deceased child taking the share their parent would have taken if living.
6. I nominate and appoint my spouse to be the personal representative of
my estate, to serve without bond. If my spouse cannot or does not Sl:1rve, then I appoint
Michael. J. Hunter to be the substitute personal representatives with the same powers
and without the filing of any bond.
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CERTIt'ICATION OF NOTI~E UNDER RUL,E 5.6 ( a)
((Co/'i)1 1(/ I) Jl'
Name of Decedent: klCL
Date of Death: Ii IIr'7II~' I ,:11111 /91 /
,
1'111/ 11(\ '/ (i,), ,A I (} '/ t 'I ,'; I'
Will No. Admin. No, . 'fJ
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to
the following beneficiaries of the above-captioned estate on
I
Name
- ~NO/IJII ~cc
Address
I)
1/,:.14 IN! 1!JI. ,S / (, II ()
(l.11/' II ,S,if. P,1 I! 0 I 3.-
Notice has now been given to
Rule 5.6(a) except
all persons entitled
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thereto under
Datel ,2..-/1/ 9f
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Signature
Name ljl ('Nfl
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Address
'}~(I l(('CiS j;.'M!
Cllt/ISt{ (ill ! J('I .-<;,
Telephone ( 71 7) A 1/;; W'{I)!
Capacity: 1/
Personal Representative
Counsel for personal
representative
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Cecedent'. Complete Addre..:
'TREETAOORESS -
CI1'I
9J4 A~/Jt!t>-~M.a
aA~t/S"E'
STAff:
TIX P.yments Ind Credits:
I. Tax Due (Page 1 Line 18)
2, CreditS/Payments
A. Spousal Poverty Credit
8, Poor Peyments '
C, Discount
(1)
3, Intlll8StiPenally If applicable
0, Interest
E, Penally
Tolal Credits ( A + 8 + C ) (21
TotellnleresVPenally ( 0 + E ) (3)
4, If line 21s greater Ihan line 1 + line 3, enter the difference. This Is the OVERPA YMEN1',
ChICk boN on P.g.l Llna 1~ to requn1.llIlund
If line 1 + line 31s grealer Ihan line 2, enler the difference. This Is Ihe TAX DUE,
A. Enler the inleresl on the tax'due, '
(4)
(5)
(5A)
8. Enter Ihe toial of Line 5 + 5A. This Is the BALANCE DUE, , (58)
Make Check Pa~i>: REGISTER'OFWILLS, AGENT
- __J _
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent meke a tranafer end: Ye.
a, retain the uae or Income of the property transferred; """ '''" " "" " "'""''''''',, " ""''''',,'''''' '""" 0
b, reteln th, right to deelgnate who shell use the property transferred pr Ite Income; """""""" 0
c, retain a reversionary Interest; or""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,. 0
d, receive the promise for life of either peyments, beneflts or care? ""," " ""'" "" " "" " " " " " '"" 0
2. If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without rccelvlng adequete consideration? If death occurred
after December 12,..19.82, did decedent transfer property within one yeaI' of death without
receiving adequate conllderatlon? . ". '"'''''''''''''''''''''''''''''''''''' '" "'"'''''''' "'''''''''''' ",.""" ",,' ".... 0
3. Old decedent own an "In trust for' or payable upon de.3th bank account or security
at his or her death? """",.."""""""",,,,,,,,,,,.,,,,,.,,,,,,,,.,,,,,,,,,,.,,,,,,,,,,,,,,.,,.,,......,,,,,,,,.,,,,............,, 0
4. Old decedent own 'an Indlvlduat'retlrolment account, annuity, or other flon-probate property?.... 0
5,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
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72 P.S, S9118 (a) (1.1) (I) provided for the reduction of the tax rate Imposed on the net value of transferl to or for the use of the
surviving Ipoule from 8% to 3% for dates of death on or after July 1, '19&4 and before January 1, 1995,
72 P.S. S9118 (a) (1.1) (It) provided for the reduction of the rate Imposed on the not value of transfers to or for the U8e of the lurvlvlng
spoule from 3% to 0% for dates of death on or after January 1, 1995. The statute 9.2u.not exemot a transfer to a lurvlvlng spouse
from tax, and the statutory requirements for disclosure of assets and flllng a tex return are stili eppllcable even If the surviving Ipouse
Is the only beneflclary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the following question by piecing an "x" In the
, appropriete Ipace.
Old the decedant create a truet or aim liar arnmgemant which la solaly for tha .urvlvlng .pou.e'. benaflt for hi. or her .ntlre
' IIfatlme? YII 0 No Q;:I
'If you anlwered yes to the above question, the tex on the trust or similar arrangement Is postponed until the death of the second
spouse, at which time It wilt be fully taxable at the rate(s) appltcable to the remainder beneflclary(lea). Enter the value of the trust on
Schedule J, Part II, In order to remove It from the calculation of tha tax dua In this altete, You may wlah to flle Schedule 0 In order to
make the elactlon available under Section 9113. If the election Is made, the trust or similar arrangemant Is taxed In the estate of the
flrst decedent spouse, the portion of the trust or similar arrangan1ent which beneflts the surviving spouse II texed at the zero tax rate,
and the remainder Is taxed at the rate(s) applicable to the remalndar beneflclary(las). If you choole to make the election, you must
attach Schedule 0 to a lImell'"flIed tax retum, along with Schedule(s) K and/or M In order to show the apportionment of the trust of'
similar arrangement balWea" the surViving spouse and the remainder berieflclary(les), .'
""'''"''''''''''.
COI.IIIOIlWEAI.THOf PEHNSVlVANIA
INHERlTANCll TAX RF.TURN
EaTATE OF
~el,e 6Ie IU.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ftee ~.
FILE NUMBER
DtbIll of dtctdlftt mUll be IIpOrtId on Schedull I.
ITEM
NUMBER
A, FUNERAL EXPENSES:
1,
DESCRIPTION
AMOUNT
CNINf# ~~~ rHE#. Am&,iHt.. ~m€
!JJtJ ..sol/TN IIANO'&1l. .s.,.IU!€r
(!.# 1./ !>/.-F:,,o,9- ntJ IiI
1.4 ~Sl1
8, ADMINISTRATIVE COSTS:
1, P_I Rlpreeeolallvo's Commissions
NII1lI 01 PllIOIlal Rljlf8S6nlallYa (s)
SocIal Stcurtty Numbel(s) I EIN Number 01 Personal RIIlI1lSOf\Ia~S)
SlrIetAcIdress
City Slalo Zip "'-
YN~S) Commission Pslo:
2, AlloIllIyFIIII
3, Family Exampllon: (If _Infs scld..... not 11I1 lame ss clall11llnfs, attach explanallon)
Clalmlnt
SlrIetAcId....
City Slate Zip
Relationship of Clall11llnllo Oe<:edlnt
'1
4, PlObateFIIII
5. Ac:counlanfs Fees
6, TIJC Retum PIlIp'IlI!S Filii
7,
TOTAL (Also enter on line 9, Recapitulation) . 4 .Jt4 S gJ
(If more space I. needed, In88f1 additional sheels of the same size)
04-26,1999
RICE
08-24-1997
21 97-0792
CUMBERLAND
101
f--- ~~..!'unT~.ltt;<L:J
MAKE CHECK PAYABLE AND REMn PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..
iii:Y= i5i;"-Ei[-AFP-fliif:jrf-iioTici"OF-YNHEiiiTANCE- TAin-PPRA-i sEijENT~--Ar.l"ljiiAiicE.ijR-------- -.- -- -..-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE W FILE NO. 21 97-0792 ACN 101
If en essessllent wes ieslled previously, lines 14, 15 and/or 16, 17 and 18
reflect figures thet include the total of ~~ returns essessed to dete.
ASSESSMENT OF TAXI
1S. AMount of Line 14 at Spousal rat.
16. A.ount of Line 14 taKable .t Un.al/Class A rat.
17. AMOUnt of Line 14 t.xabl. .t Coll.t.r.I/CI... B r.t.
lB. Prlnclp.l T.x Du.
TAX CREDnSI
/J- ),05,- 3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUllEAU Of INDIVIDUAL TAKES
INHt~ITANCE lAM DIVISION
OEPl. ZI0601
HARRISBURa, PA l11za~06Dl
NOTICE OF INHERITANCE TAX
APPRAISENENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAK
RHONA H RICE
924 FORBES RD
CARLISLE
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
PA~:HOl3
,I""
ESTATE OF RICE
TAK RETURN WAS I (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I E.t.t. (Sch.dul. A)
2. Stock. and Bonds (Sch.dul. 81
3. Clo..ly Held Stock/Partnar.hlp Interast (Schedule C)
4. Hartg.g../Not.. Receivable (Schedul. Dl
5. C..h/a_ok Deposits/Hiso. Parlonal Property (Schedule EJ
6. Jointly OWned Prop.rty (Sch.dul. F)
7. Tr.....fo'.. (Soh.du1. G)
8. Tot.1 Au.t.
( ) CHANOED
UI
(2)
(3)
(4).
(5)
(6)
(71
.00
,00
-.J!!.
,00
.00
,00
,00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funere1 Expense./Ad... Costs/Hilc. Expen.e. (Schedule HJ
10. D.bt./Hortg.g. LI.bllltl.s/LI.ns (Sch.dul. I)
11. Tot.l Deductions
12. Not V.1... of 1'.x R.turn
13. Cherit.b1o/Gove"Ntent.1 aequests) Non~elected 9113 Trusts (Schedule JJ
14. Not V.I... of E.t.t. Subj.ct to T.x
(91_
Ub)
3,325,00
.00
(11)
(12)
(131
(14)
NOTE I
(5)_
U61
(7)
.OOX,OO=
.00x,06=
.00X.15=
UBI
PAYIlENT
DATE
RECEIPT
NUH8ER
DISCOUNT (+)
INTEREST/PEN PAID (-)
ANOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAl,. DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOil CALCULATION OF ADDITIONAL INTEREST.
('/
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.U.IU7"."IK.m
GEORGE
w
DATE 04-26-1999
NOTE: To in.ur. proper
credjt to your .ccountJ
sub,,1t the """"r portion
of thi. for. with your
t..x paYM.nt.
.00
~.~?Ii nn
3.325.00-
,00
3,325.00-
will
.00
.00
.00
.00
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN U, NO PAYHENt IS REllUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY 8E DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
. R_oII H. Riot
124 'OrllOl Rolll
OIIII.lt. PA 17013
'.
REGISTRAR OF WILLS
CUMBERLAND COUNTY COURTHOUSE
ONE COURTHOUSE SQUARE
CARLISLE, PA 17013
\"H'..\,"lri"l-"lri':1>'S11.
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