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HomeMy WebLinkAbout79-00237 No. 21 - ~79 - 237 Estate of R, WTNTJo'RRn CHAPMAN B1.ACK I Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 29 I 19~2....,ln consideration oftl1e petition on tl1e'reverse side hereof, satisfactory pro~f having been presented before me, IT lflDECREBD that tne Instrumen<(s) dated DECEMBER 7" 1977 . described therein be admitted to probate ami flied of record liS the last will o'f E. I'HNIFRED CHAPMAN BLACK X!:H:i'l'AMJJ:r-I'l'A~Y FARMERS TRUST COMPANY ., lInd Lelleta ~ lire hereby granted .to WILL BOOK #110 PAGS 10~ ETC', ~. a,~<;"f) i ' Rcal,wof I. ",,' MARYC. LEWIS .. FBBS "Probl\te,Lett~rs,Elc, ,.. "'''' ~ Ilhort Certlflcl\tes(), ",;", $ RCllunclatlon : ":,.."",,,., ,.$~ i' X-pa~,eB ' , " ' , , $ TOTAL _ $ 18.00 2.00 Ro~er n. Irwin. Esouire ATIORNIlY (Sup. CI, 1.0, ,,!o,) 60"W~at Pomfret St., CarHal". PA 11'013' AI?ORIlSS Ii 20.00 Plied",. ,):If\l}(::,ij, ;~~"" ;1,~!3,~,,,,,, ,:': " pHONB ~ I... ~~lUj .::J.:t "W-J ;o~.,w I'!,,' ~ '-, , r7l-?i: a.. d !.r)l'....' k;11 ~; Ol::.i - 63ft N u.. " ""... ~ IZ: !~ 0 ~ ~ .., 1-., !" " , ., Ca.~:Led attQrney,pn 3~29-89. :t08 I I I I I ! !I , .', ,,',. . , 4. That the Alleged Inoompeten~ is 16 ye~~~ 9(. age, havin.~ been born ,July 27, 1902. c-"", .,. 5. That the 1\11ege\'l Inoomp~tent is prss'8:,,'\;1y a \pa'tien~ and reSJ:dent at the Blue IUdge Haven West Convallilsoent Center, 770 tbplar~huroh\Road, Camp Hill, Cumber~and County, Pe~nsylvania, Wher,s, she was aClmitted 011 May 17, 1978, having prior thereto l;'esided .al: i:heHertzler Apartmen ts I Hanover Street, Carlisle, 'ennsylvaniaJ fot' more than 5 years, h~ving prior thereto r~$ided in .I:he Elizabel:htown Masonio Home !for an undetermined period. 6. 'l,'hat the gross value of 'the Alleged InOo!npe,l:en~,' s efltate is approximal:ely $12,719.58 oonsisti.ngof the 'follOWing blink aopounts I (a) Farmers 'Trust Company, InVestor '13 Jila'~sbook Accounl:s' , (1 ) No. ~ ,101639 balanoe $7,645.11 (2.) No. 8.1,01626 - balanoe $3,847.27 I' I' (b)' FlIrmers Trust ,Company ,checki ng acco\lI'\t, ;i" 'Woo 5l96~0 - balance $227.20 ,(c) Farmers ~rust Compan~ ,purial .. . '.- " il reserve, futld established - $1,000,.,00 ' j' .. 7. The present debts of the Alleged Inoompeteri~ lthown ,. to 'Petit'fotler ar~as follows I ,. "(iI) Rite AidCQrporaHdjl (oost of the AI~eged " ,IhClompe~,ent' s dare and mainl:enance at " 2 'IWui( ;UlG (,',0(2(;0 insuffioiency coupled with har advanced paranoia has rendered the .. Alleged Inoompetent's phYllloal and mental contHtions such. that she is un~ble ~o properly manage her property. 13.. That the proposed Guardian is the. Farmers Trust Company, a Pennsylvania banking corp'oration with its. principal pla~e of business at High Street, Carlisle, Pennsylvania. The proposed Guardian has no adverse interest to the Alleged Incompe- tent. 'l'he consent of the proposed Guardian. is attaohed hereto, made a part hereof and marked Exhibit A. 14. Attached hereto as Exhibit Band inoorporated herein by reference is the affidavit of R. B. Gustavson, M.D., the Alleged Inbompetent's attending physioian, setting forth said physician's professional opinion as to the incom~etency of the Alleged Incompetent and further stating that the attendanoe of the Alleged Incompetent at any hearing to adj~dicate her . incompetency would serve n.o purpose. 15. Until on or about Decembe.r 15,.,1978, Farmers TrUst Company served as attorney-in-fact for the Alleged Incompetent but was forced to resign ~s her attorney-in-fact because Farmers Trust Company had. expended all of the asset,s, income and principal to whioh it had access and further because the Alleged Incompetent refused to allow her attorney-in-fact access to the passbooks pertaining to the bank accounts listed in Paragraph 6 without which her attorney-in-fact could not aot further in her behalf~ li. The Alleged Incompetent in discussions with employees and agents of the Petitioner has refused to give up possession of the alleged passbooks and has refused to pay any of the amounts owed to Rite Aid corporation.and your Petitioner for her oa~eand maintenance and 'has further refused to pay the indebtedness s~t 1\ H~, :J!\ .... f' f~ ....uu ," - t)' ,.) i,',IJ ,4W,l.j.-, (, '. ,. i) ,. do ,. ,. , .. . HIIlI.\IlIlIl. ~11I'1'I'1I III WUflflHlII1I ATTORNEYU AT l.AW HAURIAIJUflO. I"JENNnVINANIA 17100 '.1. I,' " ". ,. " (") ,)J / . It.'/' /.i~L~,1Io(_. I' l' ft, ,. ,.' ,,,,,....,.d.'-' .',r ~~_M ,,: . 'I -", ;," j) , '. ~l'- ,,' ~'-I.:' ~';" '",,; :~J~i.~" . 'V '!~'-t; . toJ.' .,~ '~'~.f:~:i~~\.i~1~~_~tnrl!.I;~~_{{?_~;{~;~~\.t1~~:1.lli~?,~b'l~~'~ t~-; i I I \ \ /. ,. I I I ' , , . . , !.- ";'""~If' {'~!I~..~,;~~,iI;"I..!/.!i'~n'-i;.;;' '\'~il';; tl','i:~~l~tM'~,~~l~'t.J, ?-'r,'f;'\".: -Y'l~':~~~.!iY;\'1"fl;;!} ;'f{!:rdt~: '/ I : , , ~ ,. , " ~ . . .. i ;'i,: ,. _ ~ -,'~ . '.. .. .. ~~. .. . . _ .. ~_.... ~ .. . f' , I , . ~ ,,~ I . . . . .. "I -,. ,I' ..,'. ,. , ~ - '!l- ~;:/).1,,\~:) :.~~~~r;-{/~W:~;'l~;:f7~~H!; >.~.'~:iXf:~Y{?:":~ j/~';:';L\"~ :', " ,8, UN"8L~ TO PELIVt' 8~OAUSE' I I ,. ~ \ 'tt - ,. ~ ( . . ,. .';1 , " . . " f' if ." ,. ,,'.' ~ i ~ ~ ~. ;, . . JRN01U\ I C:ompl,lt 111m. I. J, ~IIII 'I ^dd YO\U add{tI' In Ih. .'RSTURN 1'0" JPln '0' flV"", " .. I ;'Th. fllllowln~ 1.,I'k. Is r.,ju.ll.d (.h.ck 0110), . g1hOW 10 whnm ,nd dal. d.lim.d. . ,., , , ,.._ .hOW Ibwhom, .I"., and addron of d.II~..y, '_. RUSTRIC:TIiD DDLIVCRY . 'Show 10 whom .nd dot. d.llver.d""", ;', ,_. o RUsTnlCTCD DCLIVCRY, Show 10 whom, .1;1., ,nd ,ddroll of d.llvery ,$_ (COl'lSt.lL1' POSTMASTER FOR rr,ES) a, ARTICLE ADDRESBED TO, Mrs.' NQrman Mains R. D. 2 N""~"ill",, PA. 1724:] ~, ARTICLE OESORIPTION' ' R~Q!aT~RED NO, I on;T;~~; 3N;. I~";' (~lw.y, obt_ln ,lln.un. ot .dd'....'~. I.B".....IV.d II.'. ar,lel. de.erlbed..... .~I~~TURE' O. Add....".. 0 Au' . ;' ~~1..... i . _~(. ". ;"~VlV'(( . :4, ~~/3~R? I . ~':'4PII~ ; : B. ;IcR;s8 (O'mal'I' only I ilg , ,I" " '.' 'i! ;' .t,"'- , .\ " j" RESERVATION: Eat.tll of d.o.d.nt. dying on or b.lpr.Deoemb.r 12, 1992 ~~ If, .ny fulur. Int.r..1 in th.. "'lot8is tr.nsf.rr.d In pos18..lonor .njoym.nl 10 ellls 9 (oollll.ral) ~.n.flol.r,ISI of Ih., d.ood.nl .tt.r 'h. .xplrallon of anY ,"'.t. for IIf. or for y..r.,lh. Commonw..lth h.r.by .xpr...ly r.sorv.s Ih. right to .ppr.lse .nd ...." tr.nsfer Inh.rlt.noll T.x.. .1 th. I.wful CI.n a (ooll.l.r.O r.te on .ny suoh futvr. Inl.r.aI. PURPOSE OF NOTICE: PAYMENT: To ful;1II tho requlr.m.nls of S.ollnn 1740 of th. Inh.rlt.no. .rid E.,.t. T.x AOI, Acl 265 of 1992 (72 PI. C,S, S.otlon 17401, D.t.oh tho top porlloll of thl. Notloe .nd' .ubmll with your p.ym.nl to Ih. Regl,sler of, Wills prlnled On rever.e .Id.. . ~~M.k. oh.ok or money ord.r p.y.bl. to: REG~STER OF Wl~Ls,. AGENT, . All p.ym.nts r.o.lv.d sh.1I flr.t b. .ppll.d to .ny Inlor..t whlOh m.y b. du., with .ny r,amtlnd.r .ppll.d to t,h. t.x, REFUND (CR): A r.fund of . I.X or.dll, whloh was nol reque.led 'on tho ".x Relurn, m.y 1>. requ.Sledby oompl.llng .n "Appllo.lion for R.fund of 'P.nn.ylv.nl.lnherlt.nce .nd E.I.IO T.x" (REV- 1313), Appllo.tIOn. .r. .v.ll.bl. .1 the Offloe of th.R.gl.l.r of Wills, ",y of the 24 Revenu. DI."lcl Of floes, or from Ihe Dep.rtmenl'. 24-hour Form. Ordering t.,.phone IIn.. in' Horrl.hurg - (717) 767-8094, in Phll.d.lphlo - (215) 660-2066, or InPltt.burgh - (4 \2) 566-3601. . 06JECTIONS: Any porty In interesl nol'.otl.fled wilh Iho opprol..m.nt, ollowonoe or dl.ollowonoe of deduotlon., or ..d88menl of tox (lnoludlng dl.oounl or Inlere.\! ON .hown 0,11 this ,Nollo., moy obJeol wllhln .Ixty (60) doy. of reoelp, of Ihls Notice by:' , ' --wrltlon protosl to tho PA Depsrtmenl of Revenuo, 600rd of Appe.ls, Dept. 281021. Harrl.burg, PA 17126~ 1021, OR --.I.ollon to h.ve Ihe mstt.r d.lermlned .t Ih. oudll of Ih. oooounl of the p.roonol r.pr...ntsllv., OR --,ppOlI to Ih. Orph.n.' Court. ADMIN- ISTRA TIVE . CORRECTIONS: Fsctuolerrors dlscov.r.d on this IIsosamonl ohould bo oddress.d In wrlth\g to, PA Departmenl of Rev.nuo, 6urOlu of Indlvlduol Tox.s, ATTN: PoSIAsso..",enl R.vlew Unll,D.Pt, 280601 ,Harrisburg, PA 17126-0601, (717) 767-6506, So. p.ge 3 o( Iho booklet "In.tr,uotlons for Iphorll.noo Tox R.turn for. R..ldonl o.c.d.nt" IREV-150 11, for an expl.n.tlon of .dmlnlstr.tlvoly oo,rocl.ble .rror.. DISCOUNT: It .nv I.x duo I. p.ld Within threo (3) oolend.r monlhs ott., 'V,e d.o.d.~I'. d.ath, . ',Iv. p.,oerl (5%) dIScount of the I'X paid I. ollow.d. INTEREST, Inloro.1 Ie ch.rged b.glnnlng with first doy of d.llnquenoy, or nln. (9) monlh. .nd, on. 11) dlY from tho dll. cf dOlth, to tho d.l. of p.vm.nl. T.x.s whloh boo om. dollnqu.nl beforo Jlnu.ry 1, 1982 b.ar Int.re.t .t 'Ino rolo of .Ix (6%1 peroenl,per .nnum o.lollloled .1 , d.lly rat. of ,000164. All t.xe. which bocol'l1. d.linqu.nl on .nd otter J.nu.ry 1, 1962 Will b.., Inloro.1 1I . role which will vory from o.l.ndor y.., to a.l.nd.ryear with th.1 r.t. onnounc.d by the PA D.parlment of R.v.nuo. The .pplloabl. Inlerell r.I.. for 1982 through ,1969, .re: .Y!.!!. Int.resl, Role D.IIV Intor.sl F.otor .Y.!!!. Inl.resIRal. Dollv Inter...t F.ctor 1982 20% ,000546 1986 10% ,000274 1963 16% ,000438 1967 9% ,000247 1964 . \1% ,000301 1966 11% ,000301 1986 13% ,000366 1989 11% ,000301 --lnt.r..t,1S o.lculol.d ..follow.: lNTEREST . BA~ANCE OF TAX UNPAID X NUMBER DF DAYS DE~lNQUENT X DA1~Y. lNTEREST FACTDR --Any Notloe I.suod .lter tho t.x becomo. d.llnquonl Will r.flecl .n Int.rest c.loul,lIon to flft..n (15) d.y. b.yond Ih. dot. of th. os....menl. If p.ymonl I. m.do .tter Iho Int.rest compul.llon d.le .hown on Ih. Nolle., .ddlllon.1 Inloro.1 ",ubi b. c.lclIl'lod. R'V..SOOtx./I,OIl' ~~...',J,~~.,I"fl\ J INHe~/r~N~~ ~f~ ;e~RN .~ IIIW"" RESIDENT DFCEDENT COMMONWEAltll OF rtNNSVIVANIA (TO BE FILED IN DUPLICATE DfPMIM,m 0' NHH/U[ IIA:~I\15'Rb~CPAI?7101.'~17 WITH ~GrSTER OF WILLS) '- 15 ,.... iffiT'S1r;J.1, IIAST, flHS!, ANO MIDDI! INlfrAlI c ~ Q -- + " 19. If IIno 10" groalor Ihan IIno 17. onlor Iho dlfforonco an IIno 19, Th" I, tho OVERPAYMENT, Eilo 20, If IIno 17" groalor Ihan IIno 10. onlor tho dlfroronco on IIno 20, Th"" Iho TAX DUE, A, Enlor Iho Inloro" an Iho balanco duo an IIno 20A, 0, Enlor Iho 10101 of IIno 20 and 20A on ffno 20B, Thl. " tho BALANCE DUE, Mak. Ch.ck Pavabl. tal Rool.t.r 0/ Wlfl., Ao.n' ~.r:l,t\l!f;-':,"'BE SUROTOANSWER,!AlL:'QUEST'ONSONIREVERSE'SIDE"~ND'TQI E BC iMATH~" _ ndor ponahlo. of por/ury, I docloro Ihol I hoyo o.omln.d Ihl. rOlurn, Including occompanylno "hodulo. and .Iolomonl" ond 10 !ho bo,' 0 my knowlodoo and ol/of, I" Iruo, carro,! and complolo, I doclo," Ihol 01/ roolo,'olo hot boon roporlod 01 Iruo morkol yoluo, Ooclorollon of pr.poror olhor Ihan Ih. po"onol ropr..onloIlYo I. a,od on 01/ In(armollon or which ro oror hOT on knowlodgo. '. . I .r 0 NO. '0 fj\.I~flll.I',~ 11:11;.,1 (,(Ir.i;'I\I~I bAT! ,_ \Jle.r ReSIDeNT RV5T 11.1';/)', f'A 17ClI:, JUN ( 1989 6Ff ICt'R ~." 2: o 1= g .. :e 8 K ;! 131iwk, I':. WlnJrred ChOl.!.!\lll SOCIot\l SECURity NUM8eR It. J fiLE NUMBER 21 COUNTY CODE 'N! . NUMDC~ 79 YEAR 237 , ^ II N I Illuo Hidgo Nursing 11()\10 COlli!, IJHI, P^ 17011 o. . I!! ~~~ Ora... ..c:l .. c( 171-30-5661 IJO 1. Original Rolurn o 4, llmllod E"alo 06, Romolndor Rolurn (ror dOlo,or.j,olh prlorlo 12-13,02) Fodoral E.lolo Tax Rolurn Roqulrod Talal Numbor of Sar. Dopo",1 Ba.o, COlin' 03, o 5, _8, ~~ l:!~ 8~ Trust Comx111 P.O. l30x 220 Carli.sIo, P^ 17013 243-3212 :z: o 3 e ~ "" 1. Roal e'talo (Schodulo A) ( II 2, Slack, and Bond, (SchoduloB) ( 21 3, Cla.oly Hold Slack/Parlno"hlp Inloro" (Schodulo q (31 4, Martgago, and NOlo. Rocolvablo (Schodulo D) ( 41 5, Ca,h, Bank Oopo.h, & MllCollanooo. Poraanal Propo~y( 51 . (Scnodulo EI 6, Jointly Ownod prapo~y (Schodulo F) ( 6) 7, TraOlfo" (Schodulo GI (Schodulo l) ( 7) 0, Total Gra.. A"ol' (Iolal.llno. 1,7) 9, Funoral e.pon.o" Admlnltlrallvo Co.'" Mltcollanoaul ( 9) s.pon.o. (Schodulo H) 10, ~ab I., Ma~gago Uablllil." lion. (Schodul. I) (10) 11. T 0101 Doducllan. (10101 IIno, 9 & 101 12, N., Valuo of EUalo (IIno 0 mlnu, IIno 11) 13. Charliablo and Qovornm.nlal aoquo,,, (Schodulo J) 14, N.I Voluo Sub 0" 10 To. (IIno 12 mlnu, IIno 13 15, Amaunl of IIno 14 ta.ablo 01 6% rato (Includo valuo. from Schodulo K or Schodula M,) 16, Amaon' of IIno 14 la.ablo 0' 15% rato (Includo yalu., from Schodulo K or Schodulo M,I 17, Principal to. du. (Add 10. from lino 15 and'f,on""no 16,) lB. Crodll. Prior Paym.nll D"caunt Intoro" .00_ .00 .00 .00 1.134.48 .00 .00 n~ !! ::::J c:: Rl~ "J::'~ ~"I ; !t?o rfll''J 1I)~1 '" ph.> r~lm ".'1 ~ ,;o'fi ):"-,, :1:5-; , ( ,~J t:.J;,~: lj''l fOU!. . i!:I ''!1 Ci' . r~, , .... " :...( I.:. ., 'I", \0 I ( 8) 1,134.48 , 508;02 .00 (15) 1111 508.02 (12) 626,46 (13) r;~r;.4r-; 14) .00 I< .06 II .00 I< ;IS.. - .00 (171 .00 (l61 , , (10) (l9) (20) (20AI (20BI .00 .00