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E.!tate of __Yy"I~;.!'l'U~,-..}11:~.!'-IIlJL_.____
a/so known as _..___.......'_.___m.".....___,
PETITION FOR PROBATE and GRANT OF LETTERS
No.____i{L:f} 1..:KJ.1-
To:
___,___._____.,.. , Register of Wills for the
IJec('as('c/, County of __.l~UM/lEKLANIJ In the
Socia/Security No. __...._L99_..c~;Ln.~.~.._,,_ Commonwealth of Pennsylvania
The petition of the undersigned respectfully repreSl'llts that:
Your petltlolleT(s), who Is/arc 1M yellrs of lIge or older lInthe execULQL_________ named
In the last will of the above deeedelll. dilled __.___._. M!lrell ]f) ,198..!L-
and eodidl(s) dated '_'__'___'_
(!illite rcleVlllH drWIIIslllllCCS, e.g. renunciation, death of executor, CIC,)
O d t d "1 d t d th' Cumberlund C t n I I Ilh
ecen en was omlcl e a ell In._.______.____.,__ oun y, rennsy van a, W
b er last family or principlll rcsidence lit ___(,4,Ulort II J';asl Street. ClIrUB!c..J...RA...l70l3
Bor(\lJgh_I~.L.!~arli.H 1 e
(Il~l meet, Ilumncr and lTlundpulity)
Decendent, then "'____ ,1'1.... years of age, died ____ Se I' t:. 25 , 1997
at. Car ll"le...j:tu!!!)eL'lllnd Coun.!:.Y.L.~A .
Except as follows, decedent did not marry, WIIS not divoTced lIRd did not have a child born or adopted
after execution of the will offered for probate; was nOlthe vlclim of 1I killing and was never adjudicated
IncompeteRt: ____ ___,
Decendellt at death owned property with estimated values as follows:
(If domiciled in Pa.) All po:rsonal property
(If not domiciled in Pa.) Personal property iR Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 621 Nort!1
639 NO.Lt.h
643 North
155.000,00
$
$
$
$
~~ast St.. Carlisle
East..Jit...... Carlisle
J:ast St.. Cnlisle
50. COO. 00
55.000.00
60.,OCO.00
(Esl: imate)
(Estimate)
(Est),mnti)
WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith sRd the grant of lellers.. testamentary
theron.
(lc.~lamcntary; lldmlnislration c,t,a.; administration d,b,n,c.l,a.)
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J e F. Burke. President/CEO
F nancial Trust Services Co., Successor
to Fllrmers Trust Company
One West High Street
..G.a.r..lisle. PA ] 70] 3
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.TH 01" PENNsnv ANIA
COUNT\' OJI COMBERLAND
} 88
The pelitioner(s) abnve.uamed swear(s) or al'firm(s) that the statements in the fOTegolng petition arc
true and correct to the best of the knowledge and beilef of petitioner(s) and that as personal Tepresen-
tative(s) of the above decedent pelitioRel'(s) will well and truly ad ~nisteT the estate according to law,
/./ ii,
Sworn to or a ffinne. dllnli.sUbscribed j' , ",_~._,)ll il fl.' VI
before me this ___. 1st. day of . e. President/CEO i'
QI2J;.Qller____.___ 19_....9.1 dee. ('n I S"c~ssor
I..L)J:J..tu.. C. !ru.L'Ll,~ to Farmers Trust Company _,;
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WARNING: It Is IlIogal to dupllcato Ihl9 copy by pholostat or photogl'llph,
P('(' fIll' dd, ('[.Ttin( ,Ill', ~;.l.()()
21"97-816
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CClMMONW~AlTH OF PENNSVLVANIA' DEPARTMENT OF HE....LTH. VITAL RICORO!
CER'lIFICATE OF DEATH
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REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
lIIV'I.IJI.II"P1~
~SYLVANI.\
~PARTMENT OF ~NUE
DEPT,llOIOl
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T1lII RET1J1IIl ~. FUD IlIlUPl.EATli IIIITN TltE
REGISTER OF WILLS
I 9 9' 0 5. 7 3 8 6' '. 0 . 9 l25 l1"
(W' APPI.JC.OaEI S\IR>M<O SPOOS<S M\IE (lAST. RAST, I>lJ """"'.......1 SOClll. "<>.<IAY..-..
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fi 1. OrIginal AobJm D2,SuPlllon'OlnIlllAotum D3.RomoIndetR.....,...._.....Il.,UlI
o 4, Llmilod Estailll 0 41, Fulul8 In_CompromIso 1"'''_''' 11,11"1 0 5, FodoraI Eatalo TaxRotum RoquIred
n B, Oecodenl DIed Tootalll'_.....M1 0 7, llec8dontMailtalned a LMng TN31_.....T""1 _ B, ToIal N_of SafoDepooit Boxes
09, LlIlgotlonPIllCOOdsRoceIved 010, SpotlSlIIPOVOftyCI8d.,.....__U-)1,tI..',',16} 011, EIoaionlolallundorSoc. 9113(A)_SdlOI
. THIS seCTION MUST BE .COMPLETED, Af,J; CORREaPONDlitfCE"AH!):COfIi'IDE~TAlflNFOftItATlOH, SHOULD I18Il1Rl!CTl!D TO: -
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JANF; F. BURKF; nNANC tAL TRUST SgRV H:~:S COMI'ANY
-- ~_I One West High Street, POBox 220
FI A C1 TRUST SgaVICKS COMPANY C' I' 1 I'A 170/3
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1. Real Estate (_uit A)
2, Stocks ond Bonds (SchedUIo 61
3, CIoeoIy Hold Co/poIatlon,Pa_tp or Sflle.Propriolo/.llIp
4, ~og.. & Notal RoceNOblo (Scheduit D)
5, CIII1. Bank Doposlb & MiIc8Iloneoos Persona' PfO!lOI1Y
(Sdloduit EI
B, JoInlly OWned Pltlpo<ty (Sdlodulo F)
7, InlorNMlo T18nsf8.. & MIoc811on6OtJS Non-Probelll PfO!lOI1Y
(_ulo G or L)
B. Total 0/0" Allots (Iotal Unos 1.7)
~, Funelll Exponsos & Admlnllltrallvo Costs (Sd1oduit H)
10, Ilob1s 01 DocodonL ~ago Lloblllllto, & LIons (_uit I)
11. Total Deductlona (Iotal Un.. 9 & 10)
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made (Sdlodulo J)
14, NotVollII Subjootlo Tu (Line 12 mlAua Uno 13)
15, Amountof'loo 1411labit
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lB, Amount of I1ne 141..abit
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17, Amounl of line 14lai<ablo :'" ,..
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DATE
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DATE
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Decedent', Com let. Addr...:
STREET AOORE5S
643 North foast Street
CITY
STATE
I'A
ZlP
17013
Carll"Ie
Tax Plymenta Ind Credits:
1, Tax OUe (Page 1 Une 18)
2. CredllJIP8ymln1l
A. Spoul. Povlfty Cred~
8. PrIor Peymenll
C. OllCOl/nt
(11 -,o.UO
TolaICredlta(A .8. C) (21 U.110
3. IntllllS1lPlIlalty ~ applk:allIe
O.int_1
E, Penally
0.00
-
TotaIlntll8l1lPlIlally ( 0 . E ) (3)
4, If IInl 21s great81 than line 1 . line 3, 8I1ter the d1t!8IlH1CI. Thlslllhe OVERPAYMENT.
Checll box on Pege 1 line II to reqUQlt elllund (4)
5. Ifllnll . line 31a greate, Ihan liRe 2, IOt8lthe dlff8l8l1C1, This I. the TAX DUE. (5)
A, Enlllthe Inl_1 on the tax due. (SA)
6, En!8I thelotal of Une 5 . SA, Thlals the BALANCE DUE. (58) 0.00
Make Check Payable to: REGISTER OF WILLS I AGENT
Jl ,.- I Jl II -. _ JU 111111
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X. IN THe APPROPRIATE BLOCKS
1. Old decedenl make R tranefer and: VII
a. rataln the uea or Income of the property traneferred; "'"'''''''''''''''''''''''''''''''''''''''''''''''''''''''' 0
b, retain the right to dlllgnate who ahall use the property tranlferred Dr Ita Income; .""""""." 0
c. retain s reverslonery Intereet; or".""""""""".".""."".,,,.,,,,.......,,,,,.......,,.,,,..,,,,,,,,,,,......"",, 0
d. recelva the proml.. for life of either payments, benefits or care? ,", ......."." ".""."" "..."""" 0
2, If death ocr.urred on or belore December 12. 1982, did decedenl within two years
precedln9 death tranaler PIOperty without receiving edequete conalderatlon? II death occurred
sfier Decembar 12, 1982, did decedent transfer property within one year 01 death without
receiving lIdequete consideration? .....,'.'...,. ".........,.,....,,,.,,,,'.,,.....,..', ..."'....'",, "..,. .." .....,......... 0 UiJ
3, Old decedent own an 'In trust lor' or payable upon death bank account or ..curlty
at hla or heT death? ....."".." "",,,........,,.,,,,,,,, ".""...""... ,.."."........."... ""...".".." ..""".""....""." 0
4, Old decedent owh an Individual retlremant account, snnuity, or oll1er nOli-probata property? "" 0
No
[i]
!iI
~
fB
IF THE ANSWER TO ANY OF THE ABOVE QUEST10NS IS YES,
YOU MUST COMPLE'TE SCHEDULE G AND FILE IT AS PART OF THE ReTURN
72 P.S. S9118 (a) (1,1) (I) provided lor the raductlon of the tax ralelmpoled on the nel value of trllnafera to or for the u.. of the
lurvlvlng lpoUII from 8% to 3% lor dates of desth on or alter July 1, 1994 and befora Jenuary 1, 1995,
72 P.S. S9118 (a) (1.1) (II) provided for the reduction of the rate Imposed on the net velue of tranlfera to or lor the u.. of the Durvlvlng
IpOUII from 3% to 0% for detes of desth on or sfier January I, 1995. The IlIlute dOli not exemol a tranlfer to a lurvlvlng lpouse
from talC, and the statutory requlrementl lor dllclolure of aSletl end filing I till retum ara sUlI appllceble even II the lurvlvlng lpoule
II the only benefielary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Plee.. answer the lollowlng question by placlng an'x' In the
appropriate space,
Old the decadent create a truet or 11m liar amlllgement which II lolely lor the aUNlvlng apouae'e benefit for hi. or her entire
lIr.tlme? Yea 0 No []I
II you answered yes to the above qUillian, the till on the trusl or similar arrangement is postponed until the death of the second
spouse, at which lime It will be fully tllable at the rate(s) applicable to the remelnder beneficlary(les), Enter the value of the lNst on
Schedule J, Part II, In order to remove It from the calculation of the tax due In thll estate, You may wish to file Schedule 0 In order to
mekethe eleellon available under Section 9113, II the election Is made, the truat or similar IIlTIngement II lalCed In the estete of the
ftrst decedent spouse, the portion of the trust or similar arrangelTlflnt which beneftte the 8urvlvlng Spoull II lalCed at the zero lax rate,
end the remainder la taxed at the rale(s) eppllcable to the remainder beneftc/ary(les). II you choose to make the election, you must
elllch Schedule 0 10 a tlmaly-filed tax return, along with Schedula(s) K and/or M In order to show the apportionment of the lNst 0(
similar alTlngement blltween the surviving spouse and the remainder beneftc/ery(les),
J
RlYoI'Ol IX. 112.151 .
COMMONW.....lTH OF PENNSYlVANIA
INHERITANCE 'AX RE1URN
~~~~o._~t:'IT_.~~.~!O~Nr .
UTATIO.... .....
EVKLYN HEMPHILL
SCHEDULE A
REAL EST ATE
,ji.IiNuj;\IiIR
2197-0816
IProp.rty loln~y.own.d wllh Right of Survlvo"hlp mU'1 b'. dllCl...d on Sch.dul. PI All ,.ol..tal' .hould b. ,.port.d 01 fair mark.t val',1O
which I.....fln.d a. tho prlc. at which prap.rtv would b. ...hang.d b.tw..n a willing buy.. and a willing ,.11.., n.lth., b.lng comp.lI.d
to buy 0' ..II. both houlng roo.onobl. knowl.dg. of tho rol.vant fact..
..._._.. 'U_ In. . ....__, . ...... ... ....-..."'.. .. .... . ...... .. m m
NUITMEMBER DESCRIPTION VALUE AT DATE
OF DEATH
1. Single Fallily DwellIng
643 North East Street, Carliale, I'A $77 ,500.00
2. Single Family Dwelling
639 North Eaat Street, Carlisle, I'A " 68,000.00
3. Single Fsmily Dwelling
621 North East Street, Carlisle, PA 71,000.00
1/
TOTAL IAI'~;!~i!r on 1I~..1.c!ocafl!"lall~.____.""_,,. S.216,S_Q!I,9.,Q...__.
(1/ molO 'paco I. n..d.d, In..n additional ,h..t. 0' ,om. ,/z.,)
41Y,'tOl'..IJ.ln
.
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
CCMMONW'AlTH C, "NNSYlYANlA
INNUlTANC. TAX IITUIN
"IIDIN! DICIDIN!
mn~ OF
EVELYN C. HEMPIIIU.
fAll ,It...". '.lft............ wI", the .""9 ., SUf'\'iwn"ltt ""'It .. .'..1.... eft hh....'- ,~-
ITIM I
,
NUM.IR I
1. ,
i
2. I
3. I
4. I
5. I
6. I
7. I
8. I
9.
10. I
I
11.
I
I
I
DESCRIPTION
Pl.a.. Piint or Typ.
File NUMBER
2197-0816
Principal Coah, Financial '/'!'"uat ServIces, Account #3551
Caah from Safe DepoaIt Box
Sprint Refund, Riacontinued Service
John E. Lebo, Procecda from sale of personal property
Rowe AuctIon, Proceeda from aale of personal property
Capital Blue Cross, Preacription Benefits
Church of God Home Inc., Refund
Church of God HOme Inc., Reaident Fund Balance
Peraonal Property, ReceIved at Apl,ratsed Value
Caah Found at Property
Net Proceed a from Sale of Jewelry
i.
I
I
VAWI AT
DATI Of DIATH
$31,769.14
6.00
48.05
97.00
n,271.00
308.92
2,999.56
148.15
3,890.00
3.00
858.15
.
..._~.
(,
-
i
TOTAL (AI,O "n'Or on lino $, Rocoaifulotlonl Is 53,398.97
(Atfoch aciciilianal 8V1" )( 11" Ih.." if rnorl'Dcu:e it nelGld,1
ESTATE OF
..EVEI,YN IlKMPHlI,L
iTeMl
Nt/MisR I
A.
3, Family Exemption
Claimant
Addre.. of Claimant 01 decedent'. doath
Slreet Address
City
, ~Iv,ltl!... 1',"1
1.
B.
1.
2,
4,
C.
1,
2,
3,
4,
5,
6,
7,
8,
'.
SCHEDULE H
FUNERAl EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES PI.as. Print or Typ.
-[U NUMBSR '
2197-0816
I
I
COMMONweAltH Of P!NN~"'lvANIA
INH.'UfANC! f.U ~!HJAN
U510f.Nf D!C!D!NI
DESCRIPTION
AMOUNT
Fun.ral hp.ns."
Ewing Brotheru
Funeral llome
. 6,208.50
2.
Everett Marble & Granite Worku, Memorial Letter~ng
150.00
.'
Admlnlstratlv. Cost..
Per.onal Repre.entotl.e Commission. Financial Truut
Social Security Numbor of Ponona; Ropre.entoli.e, .
Year Commission. paid --1~98
20,047.00
Serviceu Company
25 -176 - 7611
Attorney Fee. Martuon, Deardorff, Williams, & Otto
5,000.00
Relation.hip
State
Zip Code~
Probate Fee. Regiuter of Wills, Letteru Testamentary
Recorder of Deedu, Filing Fee
MI II Tax Return Preparer'u Fees-Greenawalt & Company
Ice an'OUI E:lCp.nl.l;
252.00
12.00
375.00
Cumberland Law Journal, F.state Legal Advertising 60.00
The Sentinel, Advertiuing Letteru Testamentary 62.40
Diversified Appraiual Serviceu, Real Eutate Appraiuals 750.00
Rowe'u Antiques, Appraisal of Personsl Property 50.00
Closing and F:l.Ung Costs 500.00
TOTAL (Al.o enter on line 9, Recapilulatianl IS 33,466.90
(If mar. spa.. Is n..d.d, Ins.rt additional .h..t. of sam. .I...)
'''''''''''1'''''' J SCHEDULE' J
COMMON.."". 0' """"l,.... DEBTS OF DECEDENT,
~ '.::::~~~\'oi~~~:~~'" _ ~ORTGAG~..L1~B~,~~.~S AN~_~'E~~ ~': PI.a.. P!!.~-,-~yp.
.STATI 0' I PILI NUMB'. _
_':_RV!il,YN IIIlHPIIILI. .-__.________..._._.... L__~:!!816
-.._~_.-
ITIM
NUMBIIf
---
---_.__._.,_._--'-_.__.__._-_._----_._--~---_._---------
DESCRIPTION
1.
2.
~._------_._--_._-----_._--_._--------
--
AMOUNT
John E. Lebo, Contract Labor 10/6/97 _ 6/15/98
PA UC Fund, Quarterly Unemployment Compennation
PA Department of Rllvenue, Quarterly Withholding
Capital i'ax Collection Bureau, Quarterly Withholding
PP&L Serviceu 10/28/97 - 6/8/98
John E. I,ebo, Snow Removal/Yard Work for 1997
Darlene L. Hoyer, Property Taxefl, 639 t:aut Street
Darlene L. Hoyer, Property Taxefl, 621 Raflt Street
Ter.llin1.x International
Borough of Carliole, Water & Sewer II/l5/97 _ 6/9/98
HeI'llan & Shenk Fuel 01.1 1l/l5/97 .- 5/4/98
$ 5,550.00
36.00
. 50.40
18.00
263.50
255.00
283.12
248.72
67.84
208.91
625.85
322.81
52.43
960.00
788.00
90.00
360.11
57.00
159.60
199.50
195.00
215.00
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
Darlene L. Hoyer, Real Rotate Tax, 643 East Street
Spr1.nt, Telephone Expenae
Jay Gayman, Trauh Removal
Harah & HcLennan INc., Prem1.om Due
PA Department of Revenue, 1997 State Personal Income Tax
Rme,rald Drug, BaJance Due
Cap1.tal Area Tax I,ocal WHhhold1.ng, John Lebo
PA Dept. of Revenue, Quarterly W1.tbholding
PA UC Fund, Unemployment Compensation
John R. Lebo, Howing/Trimming 4/16 _ 5/28
Dave Sheibley, Remove Carpet and Trash
-
TOTAL IAllo onlo, on lino la, Rocopitulotlonl
fff more spac. is n..ded, insert addiliona/sh..ts of sam. s;z,,)
S 11,006.79
COMMONWIALTH Of 'INNSYLYANIA
COUNTY Of CUMI.RLAND
HI
.IOI!" .... 811rke~
____ .~~__ _._ n'""' .. _. '."_"___ n___ __.__~~_.._____-.,~'_,~,_,__~~_~ ,._~,.-..._...... -,. ".., ~ .
b.lnll duly" __li.WlIIIL .._~_ .eeDrelln", 10 lew, d.po... .nd ..y. Ih.t sh. __ia.hacu.t.or . ----
"_____"",,._ _ ____ 01 Ihe E.tel. 01 Evelyo .l:.&...II...llphilJ........____,___,_
1.1. 01 __the IIQrouah Q( CllrUoh _.___~'''".., Cumberlend County, P.., d.e....d end th.t the
within Is en Inv.ntory med. by. .Jane II. .BUrlUL.._"......_.". ,,,.____,__, the ..ld.l!."ecutor
01 the .nllre ..teto 01 Itld dee.d.nt, con.l.llng 01 .11 Iho p.rsonel propd.ty .nd r..1 ..ht., exe.pt r..1 ..tet. ouhld.
the Commonw..lth 01 Pennsylvenla, end Ihal Ih. Ilguro. oppo.lt. oach It.m 01 the Iny.ntory ..p....nt It'. lei. valu.
II 01 the d.t. 01 d.eedonl'. .loath. n
~M\L j1 :JHJt4._
Sworn eRd sub,crib.d b.lore me,
__ne F ~_.!u,r_~~L President and l?~~__._,__
executor. Admlnl.tr.tor
Financial Trust Services Company
1".\o/.~st.!Ii8~ Str."et. P..~_Bo" 220
J,-.I"lf.l
,;I $"'"
19..0L_
cA..-....-<
/ Notarial Seal
Joan l. Crowl, NOlary Public
Carlisle Boro, Cumberland Counly
My Commission E'plros Ap,lI 23, 2001
. Carli!!~.._.l'A ...J19..11.-_.__.
Addr...
O.t. col Oeatl, ___~_.______..._....___.._09_.___. 91
O'Y Month Vea,
~~
INSTRUCTIONS -! "
u
I. ,lo,,. inYMt",ry mult b. IlIed wlthi, three monlhs .lter appolnlm.nt 01 personal ..pr...nfatlv..
2. A supplement Inventory mult be liled within thirty days 01 dllcove.y 01 eddltlonel ....h.
]. Additional .hoe" mey be .ttached os to personalty 0' reelly
4. Se. Artlel. IV, Fiduci.rl., Act 011949.
~
:0:0
(\) ~
:t.: c)
~;; c''
~,
..::-~
t,\
n
\'
::u~
,..~ ::~
):~.~
I,[J
(~
co
;"_':~ 'i.:
iilg,
~ ~ 1
~
~ I .
Cl. ~ ~
~ ..
0 L1l ~ w C CI1 ,..
~ .. i
!Z Cl. -I LL ~ Cl.
LL ..J ~ 0 Cl. ~
W 0 <( i:
> z << ~
Z 0 .1 c
c 2
- VI Z u 0
0 :Ii ()
:z: <( ~! ...
Cl. ."
c
~! ... .
~
0 ~
.0 .... ...
~ e 0
- 2 . 0
.. it
...J () ..
Inventory of the real and personal ostate of
KVKI.YN C. 111'.141'1111.1.
..... _"'_"_~c''''''''._'__+'~~___ .___.,__.______ ___
,"'._, deoeaeed
---:"+=~~~-':: ~-~~_--:::..--~ -----:--=~.......:;-';..;;-:;._. ~ ~ -
8tngle FmaUy IlvelUng, 643 N IlIlHt Street, (;lJrllHle, I'A
8 t ngle FuHy DwelUng, 639 II BaHt Strt.~et . Gllrllule, PA
8 tngle Fulily Dwelling, 621 N KIIHt Strct,t. Cllr11H1e, l'A
500 Sharen AIUed IriRh HankH
. 77 ,500 00
68,000 00
11,000 00
25,593 15
150.00
24,961. 94
441.92
15,053.75
25,023.44
41 .11
24,181.25
571.26
25,06 .5f!
66~'80
26,00 .81
29 .01
25,11 .19
14 .36
31,16 .14
.00
4 .05
9 .00
13,21 .00
30 .92
2,99 .56
14 .15
3,89 .00
.00
85 .15
Dividends to DOl), Item 1
Federal HOlDe I,oan 8ankH, 6.085% due 12/9/1999
Accrued intereat to DOD, Item 3
1,940 Shares, Keystone Financial
25M Par US Treasury Note, 6% due 11/30/91
Accrued Interest to DOD, ITem 6
25M Par US Treasury Note, 4.75% Due 9/30/98
Accrued Interest to DOD Item 8
25M Par US Treasury Note, 7.375% Due 11/15/91
Accrued Interest to DOD ITem 10
25M I'ar US Treasury Note, 7.15% Duc 1/31/00
Accrued INterest to DOD, Item 12
25M Par US Treasury Note, 6.125% Due 9/30/00
Interest to DOD, Item 14
Principal Cash, Financial Trust Services, Account '3557
Cash frolD Safe Deposit Box
Sprint Refund, Discontinued Service
John E. Lebo, Proceeds from sale of personal property
Rowe Auction, Proceeds from sale of personal property
Capital Blue Cross, Prescription Benefits
Church of God Home Inc., Retund
Church of God Home Inc., Resident Fund 8alance
Personal Property, REceived at Appraised Value
Cash found at property
Net Proceeds from Sale of Jewelry
,-,
" ,)
co t':(l;
15 " ~'1 -.;0.,
ell '" ,1
~,..,~ (~; "
i": ~2z <<r.
iJ
, , ~ ,
, ,
1.1' IJ) ~ ~t}
" :i{i
0 [:"1 d~
~ <Il ~
0::
IS, J clio ." II
L~
CUMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVINUE
'*
BUREAU Of INDI~IDUAL TAMES
IIHMITANCt IA~ DIYISI,,"
btPt. 2Iaft01
HAMAl.IURD, I'. 11IU~Ot.Ol
NOTICE OF INHERITANCE TAM
APPRAISE HE NT , ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AHO ASSESSHENT Of TAM
tn-I.., u '" 1"-'"
09-07-1998
HEMPHILL
09-25-1997
21 97-0816
CUMBERLAND
101
l ~._~~t_~~I~~.d_-l
MAKE CHICK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSf
CARLISLE. PA 17013
CUT ALONG THIll LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ....
iiE'Y:isiii"iiC"AFP""fo'9:97rNi'ii''-icin:iji-iiiiiiiiifAiici-i'-"x-App;iA-isEMENr;-ALD:iWANCi-iili-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
EVELVN C FILE NO. 21 97-0816 ACN 101
JANE F BURKE
ONE W HUlH ST
PO BOX 220
CARLISLE
DAT!
ISTATE OF
DA T! OF DIA TH
FXLI NUMIER
COUNTY
ACN
EVEL VN
PA 17013
ESTATE OF HEMPHILL
DATE 09-07-1998
TAM RETURN HAS I (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I. R..I E.t.t. (Sch.dul. AI
2. Steck. end Bend. ISchedul. BI
3. Clos.ly Held stock/Partnership Int.r..t (Sohedule C)
4. "orto..../Not.. Reoeivable (Schedule OJ
S. C..h/Bank Deposita/Hlse, Per.an.l Property (Sch.dule E)
6. Jointly Own.d Prcp.rty ISchedulo FI
7. Transfer. (Sohedule QJ
8. T.t.l A...t.
) CHANGED
216.500.00
254.962.15
.00
.00
53.398.9.1
.00
.00
(8)
(II
121
131
I~)
CSf
(6)
171
NOTE I To insure proper
credit to your acoount,
.ubolt tho uppo" pcrtlon
of this for. with you~
t.. P.yoont.
524.861.12
APPROVED DEDUCTIONS AND EXEMPTIONSI
9. FlM'\eral EKP.n.../AdII. Co.t./Hilc. EKP.n.., (Schedule tl)
10. Debt./Hcrtg.g. LI.blllt1../L1.n. ISch.dulo II
II. Tot.1 Deduction.
12. Net Value of TaK R.turn
13. Charitable/Govern.ental aeque.t., NonMe1ected 9113 Tru.ts (Sch.dul. J)
l~. Not V.lue of E.tot. Subj.ct to T..
191
1101
33,466.90
11. 006.79
Ill)
(12)
(13) .
11~1
'4.G7~ ;;.Q
480,387.43
480,387.43
....:.!!!
111111
If .n ......m.nt w.. i..ued previou.ly. line. 14. 15 end/or 16. 17 .nd 18
r.fl.ct figure. th.t include the tot.l of akb return. .......d to d.te.
ASSESSMENT OF TAXI
1&. A.ount of Line 14 .t Spousal
16. AMcunt of Llno I~ t..obl. .t
17. A-.unt cf Llno I~ t..obl. .t
18. Prlnolp.l T.. Duo
TAX CREDITS I
PAYHENT
DATE
NOTE I
rat.
Llne.I/CI... A rat.
Coll.teral/CI... 8 rlt.
.00
.00
.00
x .00.
M.06.
X .15.
(18)
.00
.00
.00
.00
liS)
(16)
(17)
RECEIPT
_BER
DISCOUNT It)
INTEREST/PEN PAID (-)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
,00
.00
.00
.00
. If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST;
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS RE8UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR I. yDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORH fOR INSTRUCTIONS. I
c
'A",
()
~./..,
,;,)
01
I
~~
".J U',
(UL"
(r; ..
~.
,
"'it
8d,
RESERVATION I E.t.t.. of deG.a.nt. dying on or b.for. DI~~.r 12, 1912 ~~ If any future lnt.r..t in the ..tat. 1. trln..err.d
in po......on or ..dOYHnt to Cl... I (coUaUral) ben.fiai,r... of thl dllOecMnt aftl,. thellCplr.Uon of -"y I.t.t. for
llf. or fbr v..r., the C~onMIalth h.rlby 'Mpr...1Y r...rv.. the right toeppr.'.. ~ ...... tran.f.r Inhlrit~ce taw..
.t tha lawflll Cl... I (coU.tlr.1) nta on MlY .uch future Inte,...t, '
_SE Of
NOTICE I To fulfill the requlr..."tt of S.otlon 2140 of the Inherltlnce INld E.t.t. 'exAct, Act 21 of 1995. (12 P;$.
S.ctlon 9140).
PAVIEHTI DatRh the, top portion of this Notlal ltnd lubIllt with your p.y..nt to the R.ght.r of ,Ull. printed on the r,VI,..e .Ida,
~~Mak. cMck Ot. .00lY order Plyabl. tOI REGISTER OF' MILL8~ AClEMT
'I1EFUND (CA), A refund of . t.M or.dlt, which .... not r.que....d on the 'II( N.turn, ..y be ",qufI.t.d by oOllPlatlnt an "ApplJoatlon
for R.fund of PamIY!vIflI. Inhurlt.noe 1M E.t.to TIM" (REV~13U). Appllcatlonl Irl .val1l1bl. at the OffiCI
of the Regllt.r of Willi, any of the 2! R.vlnue Olltrlct Offlo.., 01' by calling the .plel.l Z4~hour
ttnlWt'rlnu ..rvlc. ~r' for for.. ordarlngl (nP'M.ylY.nla l-aOO.162~20S0, oublda P.,.,.ylvenl. Ilnd
.Ithl~ loc.1 Herr..burg Ir.. (7l7l 767R'09~, TOO' (717) 772-2252 (HI.ring lap.lr.d Only).
OIJECTIOHSI AflY plrty In In~lr..t not ..ti.Hld ..lth the "Ppr.h....nt, .HOMMes or dll.HOWlrKl. of deduction., or .....lttent
of t.x (Including dl.oount or Int.r..tl .. .hoMn.Cln thl. Notlcl .u.t object Mlthln .Ixty (60J dey. of rae.J.pt of
thlt Notlol bYI
~-wrl tten protl.t to thl PA Depart.ent of R.v.nue, 'n.rd of App..lt, Dlpt. 2a1fl2l, H.rr llburg, PI. 171Za~1021, OR
--.lMltJon to h.v. tM ..tt.r datllr'llned at audlt of the locount of the Plr.onal r.r..entatlv., OR
~~appall to the Orphan.' Court.
AIlIlIN
ISTRAUYE
CORMCTJON$I
Factual error. dl.cov.red on this ........nt .hould bo addr....d In NrlUng tell rA Oep.l't""t of RItVtfllHl,
lureau of Indlvidull 11~1', ATT"1 Po.t A.......nt R.vl.N Unit, Dlpt. Z80601, Hlrrl.bU,.g, PI. 1712a~0601
Phone (117) 767"6505. S.. page S of the bookl.t "In.truotlon. for Inhlrlt.nc. T.~ R.turn for. Rlsldant
Daoedent" (REY~ISol) for In .xpl.n.tlon of Idtllnl.tl,.thl.h cor,..ctlbl1 .rror..
DIICUTt
If ..y tlx due II paid "ithln thr.. fl) calendar .onth. Ift.r the decHant'. death, . flv. percent U~) dl.oount of
the t.M p.ld I. .IIGNed.
PENALTYI
ThIl 16:< taM ....ty non~p.rtlclp.t1on penalty II c~uted on ttMi total of the t.M and lnt.r..t .......d, and not
p.ld bafor. January 16, 1996, the firlt d.y .ft.r the end of the t.~ Hn..ty p.rlod. Thlt non-p.rtlclp.tlon
penalty It app..l.bI. In the .... ..nnar and In the thl .... tI_ periOd a. YOll Nould IIPP..I thl t.1C IlOd lnt.,...t
that h.. been .......d .. Indlc.t.d on thl. notlo..
INTEIlEST.
Int.r..t II oh.rged bI{Ilnnlna with flr.t day of d.UnquaMlY, or nine (9) eonthl end ana (1) d.y frOll the d.t. of
de.th, to thl d.t. af ply..nt. T.M." which b.e... dtUnquent Hf...r. Jenuary 1, 1912 be.r Int.r..t .t thl rat. of
.IK (6:<) parcent per InnUl calculat.d et . dally rate of .000164. All t.MI. which blc... dallnqu.nt on and .ft.r
JlRUIlry I, 1982 will b..r Int.r..t at a rat. tthloh will vary frOll o.l.nd.r Yllr to ul.ndlr ye.r with that r.t.
announoad by the PA Dlplrt..nt of R.v.l\UfI. TM .pplIclbls Int.r..t tit.. 'for 1982 through 1998 .,..1
'!!!! Int.r..t R.t. O.IIY Int.r..t Factor :!!!! Int.r..t Rat. DIU... In"r..t FlKltor
1982 20X .0005"'8 191/ 9X ,0002"'7
1915 16:< .000438 198a~ 1991 11% .000301
1914 llX .000301 1992 9% .000247
1915 UX .000356 1993~199ft 7i( ,0001'2
1916 lOX .000274 199!d998 9X .000247
~Mlnt'r..t I. o.lcul.tld &. follON'1
IMTERE8T . IALAMeE OF TAX UMPAIO X MU"IER OF DAYS DELINQUEMT X DAILY INTEREST FACTOR
~~AnY Hotlo. II.UM Ift_r the taK MaDIll' dlJUnquent will r.fl.ct an lnt.r..t cllcul.Uon to fift.en US) d.ys
beyond thl d.t. of the ......Mnt. If pey.."t Is ..de .ftlr the Int.r..t ClOlpUt.Uon det, .hotm ontha
NotIQ" ~Itlonll '"'.r..t au.t be caloul.tad.
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
No. 2197-0816
Eltate of EVELYN C. HEMPHILL, Deceased
Late of the Borough of Carlisle
FIRST AND FINAL ACCOUNT OF
FINANCIAL TRUST SERVICES COMPANY, EXECUTOR
Date of Death:
letters Granted:
First Complete Advertisement of Grant of letters:
Account Stated to:
September 25, 1997
October 7, 1997
November 21, 1997
July 2, 1999
SUMMARY & INDEX
fJl9ml
PRINCIPAL
Receipts 2 $ 529,829.48
Net loss Gn Conversions 2.3 14,169,75
515,659,73
less Disbursements 3-7 . 81 ,290,09,
434,369,64
less Distributions to Beneflolarles 7 73,890,00
Prlnolpal Balance Remaining $ 360,479,64
INCOME
Reoelpts 8 $ 25,970.44
less Disbursements 8 1 ,453,02
24,517,42
less Distributions to Beneflolarles 8 24,432,56
Income Balanoe Remaining 84.86.
COMBINED BALANCE REMA.INING $ 360 , 564,50
COMPO~ITION OF NET BALANCES
PrlnclDal
Market Value
July 9, 1999
Cost Bnls
1500 shs, Allied Irish Banks
1940 shs, Keystone FlnanclallnG.
Oash
$ 41,895.00
56,260,00
___.__ 259..L~32.J!
$ 25,593,75
75,053,75
_____ 259J!~2.!.~
Cash
Invento~
$
357,967,14
$
360.479.64
Income
$
64,86
64,56
$
fB\t1.CIP AL RE9.&lfI!i
$ 524,661.12
2,500,00
33.92
57.00
61.00
466.00
492.65
364.00
7,15
408.60
207.84
330,00
4,968.36
$ 529,829.48
Per copy PA Inheritance Tax
Subseauent Receipts
Met Life, proceeds AMP Group Life Polley
Termlnex, refund
Capital Tax Collection Bureau, refund-Employers EIT
PA State Fiduciary Income
Pro rated real estate taxes-321 N, East SI. pTGperty
PTO rated real estate taxes-639 N, East SI. property
Premium Tefund, Property & Liability Insurance
PP&L, refund 621 N. East St,
Kenny's Auction, proceeds sale of stamps and coins
Pro raled real estate taxes-643 N, East SI. property
Premium refund, PrGperty & Liability Insurance
12/9/97
3/13/96
8/25/98
9/8/96
1 0/6/98
1 0/26/96
11/3/98
11/10/98
5/27/99
6/18/99
7/2/99
Total Principal Receipts
PRINCIPAL CONVERSIONS INTO CASH
~
!.ill
.11/17/97 25M par US Treasury Notes 7,375% 11-15-97
Proceeds 25,000,00
Inventoried at 25,062,50
62,50
12/1/97 25M par US Treasury Notes 6% 11-30-97
Proceeds 25,ODO,00
Inventoried at 25,02~
23.44
12/10/97 25M par FHLB 6.085% 12-9-99
Proceeds
Inventoried at
25,000.00
24,961,94
38.06
-2-
PRINCIPAL DISBURSEMENTS lcontlnuedl
'12/8/97 John E, LebG, real estate services 150,00
12/9/97 The Sentinel, advertising Letters Testamental)' 62,40
Termlnex, balance due 67,84
12/11/97 Herman & Shenk, Inc" balance due 60,37
12/15/97 John E, Lebo, real estate services 150,00
12/16/97 PP&L, service 27,22
12/22/97 John E, Lebo, real estate services 150,00
12/29/97 John E, Lebo, real estate services 150,00
Borough of Carlisle, water and sewer service 12,06
12/31/97 PP&L, service 27,93
1/5/98 John E, Lebo, real estate servioes 150,00
Borough of CaI'lIsle, water and sewer service 23,76
1/12/98 John E, Lebo, real estate services 150,00
1/13/98 Herman & Shenk, Inc" balance due 135,57
1/16/98 John E, Lebo, real estate services 150,00
1/26/98 John E, Lebo, real estate selvlces 150,00
2/2/98 John E Lebo, real estate services 150,00
2/5/98 PP&L, service 30,67
2/9/98 John E, LebG, real estate services 150,00
Herman & Shenk, Inc" balance due 122,53
2/11/98 Borough Gf Carlisle, wateT and sewer service 12,97
2/13/98 John E, Lebo, real estate services 150,00
2/20/98 Diversified Appraisal Services, real estate appraisals 750,00
2/23/98 John E, Lebo, real estate services 150,00
3/2/98 John E, Lebo, real estate services 150,00
3/3/98 Rowe's Antiques, appraisal of personal property 50,00
3/6/98 DaTlene L, MGyer, Teal estate taxes-639 N, East Street 283,12
Darlene L. Moyer, real estate taxes.621 N, East Street 248,72
Darlene L. Moyer, real estate taxes.643 N, East Street 322,81
3/9/98 John E, Lebo, real estate services 150,00
Borough of CaTllsle, water and sewer services 12,97
3/12/98 PP&L, service 34,28
3/18/98 John E, Lebo, real estate services 150,00
3/17/98 ReCGTder of Deeds, filing fee 12,00
3/19/98 Jay Gayman, trash removal 960,00
3/23/98 John E, Lebo, real estate services 150,00
3/30/98 John E, Lebo, real estate services 150,00
Marsh & McLennan, Inc" Insurance premium 788,00
3/31/98 Borough of Carlisle, water and sewer service 15,54
4/6/98 John E, Lebo, real estate services 150,OQ
4/9/98 PP&L, service 42,37
4/13/98 John E, Lebo, Teal estate services 150,00
4/17/98 Herman & Shenk, Inc" balance due 130,38
4/20/98 PA Dept. of Revenue, 1997 State Personal Income Tax 90,00
John E, Lebo, real estate services 150.00
4/27/98 John E, Lebo, real estate services 150,00
511/98 Capital Area Tax, IGcal withholding 57,00
PA Dept. of Revenue, quarterly withholding 159,60
PA UC Fund, uflemloyment compensatlGn 199,50
5/4/98 John E, Lebo, real estate services 150,00
Herman & Shenk, Inc" balance due 92,96
5/7/98 Borough of CaTllsle, water f!nd sewer selVlces 12,97
-4~
PRINCIPAL DISBURSEMENTS Icontlnuedl
10/8/98 Wolfe & Shearer Realtors and Ebener & Msoc., realtor fee sale 621 N. East Street 4,1"'4,00
Peter Them Builders, wiring repairs 212,94
Borough of Carlisle, final water and sewer bill 22.97
BGwers Pest Control, pest Inspection 30,00
1% Real Estate Transfer Tax 699.00
Loan Origination Fee, Inspection fee, Underwriting fee and tax servlGe fee
sale of 621 N. East Street 1,873.00
I 10/9/98 John e, Lebo, real estate services 150,00
10/14/98 PP&L, service 9,52
1 10/15/98 Property & Liability Insurance, premium 639 N, East Street 289.00
Property & Liability Insurance, premium 821 N, East Street 309.00
Property & Liability Insurance, premium 643 N, East Street 400.00 '
1 10/19/98 Rich Snyder, plumbing repairs 115,00
1 0/26/98 Borough of Carlisle, water and sewer service 10.00
Gilbert's Pest Control, InspectlGn and treatment 898.88
1 % Real Estate Transfer Tax 600.00
10/26/98 Wolfe & Shearer Realtors, commission sale 639 N, East Street 3,600.00
1 0/29/98 PP&L, 24.71
'I 11/10/98 Pat Lebo, real estate service 200.00
11/16/98 Pat LebG, real estate service 50.00
I 11/23/98 Pat Lebo, real estate service 50,00
11/30/98 Pat Lebo, real estate service 50.00
Borough of Carlisle, water and sewer service 12.97
PP&L, service 16.46
12/7/98 Pat Lebo, real estate service 50,00
Herman & Shenk, Inc" balance due 43.70
12/14/98 Pat LebG, r\lal estate service 50.00
12/21/98 Pat Lebo, real estate service 50.00
12/28/98 Pat Lebo, real estate service 50.00
1/4/99 Pat LebG, real estate service 50.00
1/6/99 Pat Lebo, snow remGval 30.00
1n/99 PP&L, service 16.11
1/11/99 Pat Lebo, real estate service 50:00
Borough of Carlisle, water and sewer service 15,54
1/15/99 Pat Lebo, real estate service 50.00
1/25/99 Pat Lebo, real estate service 50.00
2/1/99 Pat Lebo, real estate service 50.00
2/4/99 Borough of Carlisle, water and seweT service 20.73
PP&L, service 19.98
2/8/99 Pat Lebo, real es~ate service 50.00
2/11/99 Pat Lebo, snow removal and door repairs 60.00
2/12/99 Pat Lebo, real estate service 50,00
2/22/99 Pat LebG, real estate service 50.00
2/25/99 Shipley 011 Co" balance due 191.20
3/1/99 Pat LebG, real estate service 50.00
3/4/99 PP&L, service 18.89
3/8/99 Pat Lebo, real estate service 50,00
Borough Gf Carlisle, water and sewer service 15.54
3/11/99 Darlene L, Moyer, real estate taxes 643 N. East Street 322.81
3/15/99 Pat LebG, real estate services 50.00
3/22/99 Pat LebG, real estate services 50.00
3/29/99 Pat Lebo, real estate services 50.00
-6-
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