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No. 21-80 ,'.<. 142
PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY
in the Estate of
Cl.,ir M. crouse
___________, deceased,
Harold B. McLane, Deputy
To RiGhard E. .^.f1g~H'i'(;-", Register af Wills for the County of Cumberland,
in the Commonwealth of Pennsylvania.
IS
Petitianer(lS) IlIIxe the executriy named in the Last Will and
Testament af Clair M~Crollse dated JanuaryjL 1980
Decedent was a citizen of the United Stotes ond a resident of
Township
5':h;pp~Mhll"q l8:18IxawgIa, Cumberland County, Commanwealth
of Pennsylvania.
Decedent died on Thursday
the 31st
_ day of Januarv
A. D. 19~, in the County of Montqomery
State af
Marvland at the age of 66 years.
~ x~mx ldaexx
Decedent has nat been married and has not had children born to him
since the execution af the above described Will.
Decedent was possessed of personal property to the value of
S30.000.00 and of real estate to the value of
Nnnp
as near as can be ascertained; said real
estate situated as follows
JCl1l!Jll~
Therefore, your petitioner(ltJ respectfully applies for the probate
of the said Last Will and Testament and for Letters Testamentary thereon.
Dated P"h,.,,~,.y Of'. 1 qRn
Name and address
of Petitioner(s)
l. ' .<.rI~ ,HL111 -;I"V) Dr <9-A--t-u..;
- - DorothY- M. Crouse -
R. D. #6, Box 7
Shippensburq, pennsylvania
COMMONWEALTH OF PENNSYLVANIA f
ss
COUNTY OF CUMBERLAND
nn'r'nrhy M r"'Ollqp
named in above application, being duly ~r..ll- according to law
say(s) that the statements set forth in this petition ore true to the
best of
her
_ knowledge and belief.
(jf
, 'l
/'-7...;.t-A{.,. "-]-/'7 (;t,f"L{( .}~')
Dorofhy M. crouse. -
Sworn
and subscribed before
(' m~~ rjbXJ.IaZ'J-26 . 19_~
~J,-t"'; I.trF;?~cv&_ Deputy
. RiGRarEl E. Al'leler:3ell''1, Register
~Olo
Filed: February 29,
.:2/-fo-/ 11- 11.'-9
1980
Attorney:
Joel R. zullinger of
DAVIS AND ZULLINGER
Sh~pp~n~n~g~tpAet
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education, without responsibility to the nlinor or to any person taking care of the
minor; and any balance in the hands of said Bank, as Trustee, shall be distributed
to said minor when he or she attains the age of twenty-one (21) years. If such minor
dies prior to attaining the age of twenty-one (21) years, said Trustee is authorized
in its discretion to pay part or all of his or her funeral expenses and the remaining
balance in the hands of said Bank, as Trustee, shall be distributed to his or her
personal representative. In the event the funds held by the Trustee for any minor
become, in the opinion of the Trustee, too small for proper and efficient administra-
tion, the Trustee, in its sole discretion, may deposit such funds in a savings account
in the name of the minor.
to those vested in them by law and by other provisions of my Will applicable to all
FIFTH: My Executor and Trustee shall have the following powers in addition
property, whether principal or income, including property held for minors, exercisable
without Court approval, and effective until actual distribution of all property:
personal, including stock of my corporate fiduciary, without regard to any principle
A. TO retain any and all of the assets of my estate, real or
of diversification or risk.
trust funds and mortgage investment funds, whether operated by my corporate fiduciary
B. TO invest in all forms of property, including stock, common
or others, without restriction to investments authorized for pennsylvania fiduciaries,
as they deem proper, without regard to any principle of diversification or risk.
for any period of time, any real or personal property, and to give options for sales,
\
C. TO sell at public or private sale, to exchange or to lease,
exchanges or leases, for such prices and upon such terms or conditions as they deem
proper.
D. TO allocate receipts and expenses to principal or income or
partly to each as they from time to time think proper.
E. TO compromise any claim or controversy.
F. TO distribute in cash or in kind or partly each.
G. TO hold property in their names without designation of any
fiduciary capacity or in the name of a nominee or unregistered.
page Two of a Three page Will
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OATH OF SUBSCRIBING WITNESS
COMMONWI,AL'I'H OF PENNSYLVANIA I HS:
COUNTY OF CUMBERLAND \
Th is....."........, ..~9.j:.\;\ ....... ..............,..", ......."..." ..... day of........." JimUi\~y,............, ......... ................. A.D., 19..80...,
Harold B. McLane, Deputy
before me R;,lw,d E. :....1...,511, Register for the Probate of Wills and granting letters of Administration
in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came ..............
..,.. .:!.~.'7.~.. .~.:.. ~ ~~~ ~!:':l:~7.. .~~,~., .~,<:.::,~.~.. ~:... ~~?~~~..,.....,',............,......,.,.,.,.......,...,......"....,......."...,",.,...............,.
the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and
Testament of .........Sg!':~+...f:1., .r:;.:r;.9!Ji'!!L....... ..... .......... .....,.. ......,......... ........,... Dated .. ...iJ.~o.lJ.fJ.X1i, ,fl." ,l.~ao ......
lateof.....p.hi.p.p.~\w.l;l.I1+.lJ..:\'.Ql'/))llh;i.ll.............................................,............... Cumberland County Pa., deceased
who being duly ..............;,WR~.l\................... according to law, depose and say, that ......t.b.~,y...........................
present, and saw and heard the testat.o.:t:..........................., .....qi!AL!1.....9.+.R~~.~..........................................
sign, seal. publish, pronounce and declare the said instrument of writing as and for h.A.'i........... Testament
and Last Will, and at the time of so doing ..........I,1.<:'....................................was of sound and disposing mind
memory and understanding, to the best of ...........!;h!li.L.......................knowledge, observation and belief.
.......J;~.9XJ.l.............................. and subscribed before
) ,_/.:> -<7 . .
.....~i..~~fR:,~Jli:i~r~,lf!..,.,(.:.r..' .,t:Y......
" . 'Q; I (!J.~,e: '\ .
..,.. ...C;.c~.: ~<':'.~..,,;'... .:\~..v.,~,.>.~,....... ...... ...... .......
Ca~ol G. Rebuck
'jj.IiY..~~J.f>.2:w.~;,~.QM...~.,.......?~?..~.::~:.
R:....L...u.d. E. 4~...1.dl3lDQR, Register --
..................................................................................
AFFIDAVIT OF DEATH
COMMONWEALTH OF PENNSYLVANIA 1 ss:
COUNTY OF CUMBERLAND \
................. ......R9!;9j;hy...r:!,...9.;.9.~.'i~......................,., .....,., .... ...,.. .....,.. ..,. .........", .... ...... ,. .....,.. .........,......being duly
..............'!.'1.9.;.rt......................... says that as nearly as can be ascertained the said decedent ..........................
. . .......... ..9.l-.~.~.;...!:\,..R"'!?)H'!!!..,..., ........................................... ......., ,.... .......,...... ,.;':...... ...... ....,... .........,......,....died on
......:l')).IJXIlQiur......................:... the .......31.1ll:.................day of ..........Jil))Ui\~Y,............................. A.D., 19.80..,
at or about .................U~QQ............... o'clock, ~..M.
......J?J1.9.;.rt.............................,.,...and subscribed this
. ,
II. ..: /1',
"::':-_8/h,._/,_r--I~ .," ,.r)/1"'1 C"I. -f.-f.1.-<J.....
...... '..,. J... ~. _;-.:.. f.,... .............,. ~ ........... ;..\............ ~.. ....
Do~ot~y M. c~ouse
........?i?tl.1................................ day of ..If.'!-.'r?:r;.'t.~,:r;y.......
19, ..~.Q.... before
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........1:........1~,.E:..X.',,[..:::I.(.\.IP. ,...........!?.'~p.!:I.~y
Kh..lu:1l d E. Audt:;1 ;:,vll, Register "-...~~,
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF CUMBERLAND SS:
Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for
the County of Cumberland, personally came ........,!?,'?.'?,'?:J::~X..!1:...\<~.~~:',"'...........................................................
who, being duly .......~.\'I.9.+,l)............. do ...~,~.... depose and say that as...J::l(li'.o,u.txi:>l...........................................
of the last Will and Testament of ..................g.~i!.~~..!'!.....~~.9.\\?\'..........................................................deceased
......Ilnfl............. will well and truly administer the goods and chattels. rights and credits of said deceased
according to law. And also will diligently comply with the provisions of the law relating to Transfer
Inheritances. .....SoJ.o:rJ:1............. and subscribed
before me.
.:..=.F!b~uat~..26........................ A. D., 19...so.....
=..(.:J~J..l4J~.~~:,.,?t..rM:,~.I?~.~~::y
R~~...1I(u d E. Al..Ld~1 oVll, Register
. (j;..k.r:k4i:.Cj,f..::.11'7"...C8J?-1:.C::~.... .........
Dq~othy M. crouse .
..................................................................................
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DECREE
. 29th February 80
Be It remembered that on the ........................ day of ................................................. A. D.. 19 ......... there
was probated and recorded the last Will and Testament of ......Cla;i.~..M~..c:r.9.I,\~.~..........................................
late of ..........9.l;1,j..E'J?\'.l).~R)!?:Sl..';t:~!!:'.\:~.J?............ .............., Cumberland County. Pennsylvania. Deceased. Letters
. ....'l:I'.~.1:.'l.I!\I'.l).1;.l!-.,:i............................ were granted to ..... .J;l.I',+.I'.~.J:>:i. .M.... ~* RH~ ~.......,..................................... .........
Witness my hand and official seal the day and year aforesaid.~
. ~. .~.....P~jM.).?..\~.~dC\1l-.9.~..~.~~~.~y
- R.J......d E. ..RDElrnTP H.eglstcr.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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55:
...Jl9~0j::hyM...C.l'.Q1J.S.~. ... ----.--. ....--...----...--.--.----
being duly _.8.WOJ:JL. ______ according to law, deposes and says that she ...is..tb.~._J::K<l.C_l.\t];iK ... -.... ...-
.___.._____..___ _.....,__._....... of the Estate of C1ai~e M. c~ouse ____
late of ..__..Shippensbu~g Township .._ ..-.. ..-.., Cumberland County, Pa., decealed and that the
within is an inventory made by ._Dot9thy_M.._C~QUSf'___.. ____n__._...__., the said_~~.Q:!.ll;ti.1L-_
ef the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures oppesite each item of the Inventory represent it's fair value
as of the date of decedent's death,
~wo:rn
and subscribed before me,
(/, '1; 1
.~ //'-1..(1 n 'i,'?'YJ/ ~~( j.", -cJ_
xocutor .. Administrator
_ ~"rl)li ell oC\, 19 80
(\~",J( ~ . \Z~~'-" ..\}
!l,~J2L_#.Q.,.J3Ql1: 7
Mv Commlnlon bpi", MIy 15. 1981
ShipJl<fllburv. p" Cllml,rIlnII (OUIUV
ShiWMW.Ul'9 r PA 17257
Addreu
Date of Death
31
O'Y
Janua~v
Month
1980
Yur
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representalive.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be altached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real'ond personal estate of
CLAIRE M. CROUSE
deceased.
1, One-third share of residue of the Estate of Bruce S. Crouse, late of the
Borough of Shippensburg, Cumberland County, PA. Bruce S. Crouse died
December 12, 1979 and Letters Testamentary were issued by the Register of
wills of Cumberland County, PA to Claire M. Crouse, the decedent herein,
Blanche B, Crouse and zelda L. Mooney, The estate number in Cumberland
County for Bruce S. Crouse Estate is 21-79-36. Attorney for the Bruce S,
crouse Estate is Hamilton Davis of MCCrae & Davis, 24 west King Street,
Shippensburg, PA, One-third of the residue of the Bruce S. Crouse Estate
consists of the following:
a, The sum of $16,000,00 cash, distributed to the decedent on
October 5, 1979. 16,000 00
b, Mortgage from John C. Beall, willis w. Beall, Lindy N. Beall,
Fled P. Beall, C. Howard Beall, co-partners trading as Beall
Bros" a partnership to Bruce S. Crouse, dated March 30, 1976,
in the original amount of $94,000.00, recorded in Franklin
County Mortgage Book 349, Page 118, Balance due on principal as
of decedent's date of death - $84,745.08; interest due to 1/31/8
$494.35. Decedent's 1/3 share of principal and interest _
$28,413.14 28,413. 14
c, Distribution of decedent's 1/3 share of principal and income
payments made on above mortgage on October 20, 1980 - $5,000.00 5,000 00
REV.453 (l.BO)
. COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
TRANSFEll INHEIlITANCE TAX
IlESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
*'
(InstrtlctiDfUi on R/!Vt?fSfJ SieJe)
Estate of r.laire M. r.roll~e
-
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY
DECEDENT BIRTH
Dorothv M. crouse -ID-fe _JQs Entire Estr.l.te
R. D. 116. BOX 7
Shippensbura FA 11'57
- ..._---,.~-----_. --'.
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The above beneficiaries are living at this time except for the following:
NAME
DATE OF DEATH
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INHERITANCE TAX SUMMi,RY SHEET
( I3Y_~E~Y_Q~~_Q.~0)
Fi I e Number
21-80-0142
Estate Name _Clairo_M.c:rouso
Date of Dealh _J:<!_'lL!<!J;y-'~1,1980
Social Securi ty Number --1-~-()5-1192
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Cumbcr.lc.nd
Pennsylvania, do respectfully report that I hove appraised the real and personal property as reported in the foregoing
return at the values set forth opposite each item in the last column to the right in Schedules HA", "8", "C", and HE"
Dated: January 22, 1981
.mJ,C..'t I" }-I{j~ ~11!ri )
INHERITANCE TAX APPRAISF.:R
INVENTORY
ADJUSTMENTS
CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE
VALUE AS APPRAISED
Real Property (Sc:hedule A)
-0-
00+
92+
s
10+
Personal ~roperty (Schedule B)
Jolnt.Held Property (Schedule E)
Transfers (Schedule C)
-0-
-0-
_.'19. ,.413_
20+
30+
TOTAL GROSS ASSETS
1_<1
Less Debt'!> and Deductions
(SCH EOULE F)
CLEAR VALUE OF ESTATE
_OD- 40._
4,.383
93..
Valuation of IHe estates or
annuities. . . . . . . . . . . . . .
RATE
FACTOR
PRINCIPLE
VALUE
COOE
1=-
I
FOR USE OF REGISTER ONL Y
Tax on S
COOE
COMPUTATION OF TAX
S
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Taxon,S
1'-0'
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Tax on S
S
S
Tax on S
Tax on 5
S__ _
Excnlptioll5
Total Estato
TOTAL TAX
INTEREST FROM
BALANCE
TO
S __.______.____ ~__.
S _'_____________
S ____________
Less Credits
OATE OF PAYMENT
AMOUNT PAlO
DISCOUNT
IUTEREST
TAX~
,-
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S
S
+
=
S
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BALANCE
S .
INTEREST FROM ---'_.
BALANCE DUE
10
S ______
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
'*'
COUNTY FILE NO:
'.' / ".~"~1.. / .-:/ ,~
DATE
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ESTATE' c ,. I~t t.J /,'- ~~~I /' .,-f.n'.(..~.:"J...(?____
TO:
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FILE ND,
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COUNTY
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DATEOFOEATH ',. '.,'i///, '/
/: ' .... ),
,'/ (/
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Appraised Value of Estate:
Real Estate
$
Personal Property
u.j
+ ..j 'c'
Ii 10
<-/ / "'j
.
/
1'/'
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Joimly Held Property/Transfers
+ ------------
Total Gross Estate
$ .1/'1 ./1:';
, '.'
('I'
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Clear Value 01 Estate
~./ ;:;?~
>' .
$///..' ~/' /1/
'(I
Total Approved Oeductions
. Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$ '1/'
,) ;;,,)
,
/--/
Amount Taxable @ '5% Rate
tax due
'j, I ~/()
$ .~..' ;-'/,1
/
$ " ,~, ) I Yo
-;/, / /: I
.'
Amount Taxable @ 6% Rale
s //<,
.; .-;';J
/'-/'
, ,
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE
* * * * * * A five percent discount totaling $:
will be granted if the lnhcrilance Tax is paid by
less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
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Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to dat~ of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE
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IlEV.45S EX' iHOI SCHEDULE "F" *
COMMONWEALTH OF PENNSYLVANIA ~
OEPARTMENT OF REVENUE STATEMENT OF [JEBTS X':-' ,;,.',
TRANSFER INHERITANCE TAX AND DEDUCTIONS , "0 r \
RESIDENT DECEDENT ~
Estate of Claire M. Crouse .~~~~:~::~ ~::h' ~~~~80 =~;~'~~~}7,?('./.l:2._
WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING:
Claimant
Dorothy M. crouse
Relationship to Decedent _, wi fe
Claimant's Address R D !to _ ~Ox 7. ~hi nnpnc:hl1l'"Q Pn. 17?r;7
ITEM
NO.
DATE
NAME OF PAYEE
REMARKS
AMOUNT
ADMINIS RATION EXPENSES
o elsanaer Funeral Home
y Granite \~orks
Count
-.!l.lI~ill] P.>;pensc
Letter Monwnent
60.00
il s
8.
9.
Co. Re ister of Wills
Crouse
28 avis and Zullin er
wnberland Co. Re ister of wills
wnberland Co. Re ister of wills
wnberland Co. Re ister of wills
Short ert'f'c te
'amilv Exe 0
Attorne 'ees
File Inventorv
File Debt Statement
File Inheritance Tax Return
3.00
3 0
3.00
TOTAL THIS PAGE
I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral
expenses and expenses of administration submitted to the estate as deductions for Inheritance Tax purposes.
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SJr.NATUr.!2' OF ATTORNtY/FIDUCIARV DATE
OFFICIAL USE ONL Y
DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S 7f 0% '7. (.'-z1 AT
i,
PERCENT.
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GENERAL INHERITANCE TAX INFORMATION
. Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate.
IIi'addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration,
attorney fees, fiduciary fees, funeral and burial expenses including the cost of a burial lot, tombstone or grave marker.
All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the
Inheritance Tax Return is filed. Evidence to support the decedent's or the estate's liability for the debts being claimed
should be attached to this schedule,
A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania.
If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of
the same household can claim the exemption. In the event there is no such spouse or child, the exemption can be
claimed by a parent or parents who are members of the same household as the decedent. The family exemption is
allowable only against assets which pass by a will or by the Pennsylvania Intestate Laws,
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INSTRUCTIONS FOR COMPLETING SCHEDULE "F"
1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the
decedent. Enter "family exemption" in the remarks column and the amount ciaimed in the amount column.
2. Assign consecutive numbers to each item listed.
3. Enter the date on which each debt was incurred and/or paid.
4. Enter the names of each payee.
S. Provide a brief explanation in the remcrks column for each debt claimed.
6. Enter the amount of each debt being claimed.
7. The form must be signed by the person who has assumed the responsibility for paying the debts.
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