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HomeMy WebLinkAbout80-00652 ~if;;' --,;"";", jA'~,,'t, ~.<,r.::;~.I.\_, ' ~'r,.1J;~ .:' ).. D .' .' .\". "1".' "':'i.. :'/:~- ..-.,':', -;;,'. '''''--:'. ",-, '-. " .. ';;.~:,:.:;-,I. ~" ; .... " ;<~., ,.; N It). ,,~, Q OC) :. . - M . o 'Z ,': C' Woo o (aJ - J! 1ft LIJ. , ,~ ~ ~ ~ rf , ~ ~ :I:l tQ ~ ~ ~ ~ 8 H ~ 2 :J: . . 1=1 ..:l lSl ~ ~ t.1 ~ S ~ \0 ..... ", -"r ~> .',\,; ....... .~, ' '-', ','. .,' .'... "- " " :. ~', . , LAST 1HLL NlD TI,STNlENf of GRACE 1.. WILSO~ I, Grace 1.. Wilson, ~Iarried, of the TOIoJIlship of LOI'ier Allen, County of Cumberland and State of Pennsylvania, heing of sound mind and mcmory, do make, publish and declare this my last Will and Testament, hereby revoking any and all wills by me heretofore made. FIRST: I direct that all my just debts and funeral expenses he paid by my Executrix, hereinafter named. as soon as possihle after my decease. SECOND: All the rest, residue and remainder of my estate, real, personal or mixed, I give, devise and bequeath to my daughter, Carole H. Boose, provid- ing she shall survive my death by sixty (60) days. THIRD: Should my daughter, Carole H. Boose, predecease me or fail to survive my death by sixty (60) days, then I direct my F~ecutrix, hereinafter named, to convert all the assets of my estate into cash and to make distribut- ion of same as follows: . a) One-sixth (1/6) thereof, I give and bequeath to my granddaughter, Denise E. Sproul. b) One-sixth (1/6) thereof, I give and bequeath to my grandson, Charles E. Boose. c) One-sixth (1/6) thereof, I give and bequeath to my granddaughter, Mary E. Boose. d) One-sixth (1/6) thereof, I give and bequeath to my granddaughter, Elaine A. Boose. e) One-sixth (1/6) thereof, I give and bequeath to my granddaughter, Marjorie 1.. Boose. f) One-sixth (1/6) thereof, I give and bequeath to my husband, Floyd E. Wilson. Shall It. any of the above predecease me, the share of said decedent shall be equally divided among the survivors thcrcof. FCXlRTH: I appoint my daughter, Carole H. Boose, guardian of any property which passes, either under this will or othen'iise, to a minor and with respect . , . .' ., , -, \. r, " to Nhich I am authorizcd to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the pONeI' to use principal as well as income from time to timc for the minor's cducation, support and welfare or to make paymcnt for these purposes, without further responsibility, to the minor 01' to any person taking care of the minor. Should my daughter, Carole H. Boose, fail to qualify 01' cease to act as guardian, then I appoint The COlmlIomvealth National Bank, of Harrisburg, PetIDsylvania, j..'lIardian in her stead. FIF'IlI: I appoint my daughter, Carole H. Boose, the r~ecutrix of this my last 1~i11 and Testament. Should she fail to qualify or cease to act as Executrix, then I appoint my granddaughter I T}enise E. Sproul, r~ecutrix in her stead. IN l'lITNESS I'HEREOF, I have hereunto set my hand this <..):. '6 day of 'f,cO~...J\.......\ ,1975. 6 c~) . ,...<.A...-ili- \-- \..0~~--r-- ~ace L. Wilson Signed, sealed, published and declared by the above named Testatrix as and for her last Will and Testament in our presence, \~ho, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting Nitnesses. )l,.4~1 r S~k:;;z 0"",,-~_ \\'\<,~D 126 -' ~ ~ 1 ~ ~~~" \ B P ~ - ~ . , - ~ ~ ~ ~ -, ~ ~ ~ ~ ,-,"" ' ~' ~Il) ~ ( l;::ll) - ""_/\. J:l-')) ) -rt ~~l' Cl ,.;l {S i<i --- ~ ~ --- ~\ ~ , . ~ - --" ... .( - \ ' .. ~ ~. \ ~ t.:l - I -'~ ~b ~' ~-- r""""' . ~. .~. .. ~'" \,," ... -... .a OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Register for the Probate of Wills and granting of Letters of Administration in and for the County of cumberland, personally came rnl""l,.. I-t Hnnl.:.n T=yprlrt-r-iv who, being duly ~\.O'" , do (>~ depose and say that as deceased of the last Will and Testament of r,r:lr(' J. l\'11o;;nn she _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. S,.om and subscribed before me. october 14 BO A,D., 19_ Register ') ,.~ :..; d ; 5\ ex:: :tIl a> Cll ~t :u :Cll ;0 u... ~ <2': co: 0 ~ *\ Ln: ..... .....: ~ "8 N <"I: -l j \.<; li~ If'l: ~ 111' \0: -l ci .0: r.f,) I: :::: .: 0: 0: - ~ .~ u: +J: co: S ~ 1:-<: 0: I: '\ = ~\ 0\ .....: ,~ <"1\ '" Cll If'l: 0 ~ '" <"I: CO .... .....: 0 *: . u - .l!l ~ 11 M Cll c:i .s l ~ - .~ Ul Po< fio Z I"il DECREE Be it remembered that on the 15th october BO ,A.D,,19_, there was probated and day of Grace L. wilson recorded,the last Will and Testament of ,Cumberland County, Pennsylvania, carole H. Boose Lower Allen Township Deceased, Letters Testamentary were granted to Witness my hand and official seal the day and year aforesaid, late of 0{/(41 ~.~/~ . Register .. , . . IlCV..U9 EX. (3.801 'COMMONweAL TH OF PEHH5YLVo\UIA. DEPARTMENT OF REVENUE TR~NSFER INHERITANCE T.\X RESIDENT DECEDENT * AFFIDAVIT OF FIDUCIARY (Instructions on Roverse Side) Estate of G~CE)",..W!L~ON..____ Lost Address ,_... .124_S.__LDcust..Street September 24, 1980 Do te of Dca th SDci 01 Secu ri ty No. 193-14-7330 .Shiremanstown,_PA_._UOll (CITYI (!:T.ATE) 11_IPI Bureau Fil e No. Coun ty FiI e No. ?l-RO-fi~? 1. Decedent di ed: ( ) Intestate (without 0 will) xX ) Testate (leaving a lost will--copy attached) 2. Is the filing of a Federal Estate Tax Return required for this estate? Yes_ No 3. ::boo}. ~Executrix Admlnistratarl Administratrix Nome Carole H. Boose Address 124 S. LDcust Street n . nC- 0:> ",::0 c:'" - ",lTl _::0 C)'" .~~ _0 t'O , ::J: '~"l~ ~~o ~ ..<=> r':; .-< :':1""'1 ~ '1'~ >:::. U1 :.:J 3~~ "11 "} < v ,., .. 'oJ ',' ).::. ::. " I ~etmIlStown. P"nn~y1"ml;" 17011 (CITY) (!;oTATE) (ZIPl 4. All correspondence should be moiled 10 ~) Attorney ( ) Fiduciary. S. If on allorney is repre5enting the estate, indicate: Nome J.:amaJl.J)~-E5q1,ir'" 5.J\Tes.tJ1ain_StI:eet Shirernanstown, Pennsylvania 17011 (CITY) (STATEI (ZIP) Address List all safe deposit boxes registered in the decedent's individual name, or jointly with, or as an agent or deputy of another, or in decedent's individual name with right of access by anatner as agent or deputy. Include the name and address of the bank or olher institution where the safe deposit box is located, the name (s) in which the box is registered and lhe relationship of the joint holders to the decedent. .. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICIIl)ECEDENT MA:NTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE DEPOSIT BOX IS REGISTERED RELA TIONSHIP OF JOINT HOLDERS TO OECEDENT Coom:mwealth Nati,QooL.; Shirernanstown, Permsylvania Undet penalties of perjury, I declare thaI I have examined this return, including accompanying schedules and slatements, and to the best of my knowledge and belief it is true, correct and complete. C (.... "'d"-"'''- \ r\. C\- ,'..<.:- Carole H: ~ATURE OF FIDUCIARY -!llt-f /77 DATE REV0450 EX'" 13-S0) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE" A" REAL PROPERTY '" (Instructions on Reverse Side) ESTATE OF GRACE L. WII.5ON DESCRIPTION ESTIMAT ED MARKET VALUE DEPARTMENT VALUATION (OFFICIAL USE ONLY Real Estate bing improved with ~lling house being known and nunbered as 124 S, Locust Street, Shiremans- town, ~r Allen Township, Ctm1berland County, Pennsylvania. Property was acquired by deed dated April 9, 1956 and recorded in the Ct.unberland ColIDty Recorder of Deeds Office in Deed Book "e", Volurre 17, Page 14, by Floyd E. Wilson and Grace L. Wilson, his wife, the decedent, The said Floyd E. Wilson died September 14, 1976, whereupon title became vested solely in Grace 1. Wilson, the decedent herein. At the time of her death, decedent owned the property free and clear of any and all incumbrances (see copy of attached appraisal) Iff~D, 59,000.00 TOTAL THIS PAGE 59,000,00 AEV-451 EX+ (3.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY '*' (Instructions 011 Reverse Side) Estate of GRACE L, WILSON ESTIMATED DEPARTMENT ITEM DESCRIPTION UNIT MARKET VALUATION NO, VALUE VALUE (OFFICIAL USE ONL YI TANGIBLE PERSONAL PROPERTY: 1. Furniture. personal possessions and contents of horre (see attached appraisal) 2082.00 TOTAL THIS PAGE ~^O~ ^^ ~. fl .~:I t.,1 , ...fI3fI'( }'v STATEMENT OF SERVICES I October 28, 1980 FOR APPRAISAL OF PERSONEL CONTENTS GRACE WILSON I EXECUTOR 124 South Locust Street SHIREMANTOWN I PA ESTATE OF CAROL H, BOOSE TOTAL AMOUNT OF APPRAISAL $2,082.00 FEES FOR APPRAISAL SERVICE $ 55,00 +"'-.~ MR. CLYDE GOUSE MECHANICS BURG , FA I If'; - 'I=--_-I--n;,.. /3-B-L ~-I.-I IA. 1]0';;.5 ... ....~ " " Y,'V October 28, 1980 SECOND FLOOR BEDROOM One High Back Bed w/part of in attic, complete $240.00 One Marble Top Dresser w/ Mirror in attic $375,00 One Marble Top Stand Marble chipped, needs repairs $95.00 $25,00 $55.00 One Old High Back Chair, Wood One Old Desk Complete Modern Maple Bed with dresser and mirror, Spring & Mattress Chest of Drawers $125.00 Lamp & Misc, Small items $16,00 $931.00 Total ,.-'- ..- . " \J/,..- October 28. 1980 ATTIC Part for Bedroom (Included in Bedroom Listing) Two Old Chairs ($35.00 each) $70,00 BASEMENT Kenmore Washer $55.00 Kenmore Dryer $35.00 $90,00 ....-.~ .- \ Total Total , , , " REV-452 EX'" {3.BOI COllllQHWEALTH OF PEHNSYLVANIA DEPARTllEHT OP REVENUE TRAHSFER IHHERITANCE TAX RESIDENT DECEDEHT UTATE OF GRACE 1., WIlSON SCHEDULE "C" TRANSFERS *' INSTRUCTIONS: 1. Answer the Questions on reverse side. 2, If the answer to any of the Questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates of transfer, to whom transferred and relationship of transfelees to decedent. Attach a copy of any trust deed or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED DEPT. VALUATION MARKET VALUE (OFFICIAL USEONLYJ None TOTAL THIS PAGE QUESTIONS CONCERNING PROPERTY TRANSFERS I. Did decedent, within two years of dealh, make any transfer of any material part of his estate without receiving valuable and adequate consideration? (Answer "Yes" or "No".) Nn 2. Did decedent, within two years of death, transfer property Iroll1 himsel f! hersel f to himsel f/hersel f and another party or parties (including a spouse) in joint ownership? (Answer "Yes" or "No",) ~ 3. If the answer to one or two above is "Yes" ilnd the trilnsfers are claimed to be nontaxable, provide the following information: a. Age of decedent at time of transfer, b. Copy of death certi Ii cate, c. Affidavit by the attending physician indicilting the stilte 01 decedent's heillth ilt limo of trilnsfer, d. All other information supporting nontaxilbility of trilnsfer, 4, Did decedent, in his/her lifetime, make any trilnsfer of property without receiving a valuable or adequate consideration therefor which was to tilke effect in possession or enjoyment at or after hiS/her death? (Answer "Yes" or "No",) Ne a. Was there any possibility that the property transferred might return to transferor or hiS/her estilte or be subject to hiS/her power of disposition? (Answer "Yes" or "No",) b. What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime malle any transfer without receiving a valuable and ade~uate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No".) No b. The right to deSignate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer "Yes" or "No".) Ne 6. If the answer to five b, above is "Yes," state whether the right was reserved in decedent alone or others, N/A 7. Did decedent in hiS/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of transferor? (Answer "Yes" or "No".) No 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to chanr,e, because of a reserved power to al ter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) No 3. If the answer to eight above is "Yes," was the power to aller, amend 01 revoke the interest of the beneficiary reserved in the decedent alone or the decedent and others? (Answer "Yes" or "No" ,) N/A REV<45.3 EX+ (3.eO) , COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "D" BENEFICIARIES . (Instructions on Reverse Side) Estate of GRACE L. WIIBON BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE OF INTEREST OF BENEFICIARY DECEDENT BIRTH Carole H. Boose 124 S. l.JJcust S""'''~r Shiremansrrn.n PA ~~ HOC ^~..1.. -^^ ,- ,-~, ~ -~~.' I : , -! I I , i , i I i , I I i \ , I I I I I I I i i I , , ' . The above beneficiaries are hvmg at this time except for the followmg. NAME DATE OF DEATH REV04'~ E)H (3.80) COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE "E" JOINTL V OWNED PROPERTY * (Instructions on Reverse Sldo) Estate of GRACE L, WILSON TOTAL PE VALUE OF DEPARTMENT ITEM DESCRIPTION MARKET \ DECEDENT'S VALUATION NO. VALUE INTEREST (0 me/el Use Only) , T Cornronv.ea1th National Bank, Shirananstown, PA, Q28.96) j :t\',gl" l. O1ecking Account No. 162-107110-7, owned joint 'y 50% with Carol H. Boose, Date of Death Value: $657, 71 Established: 7/11/75 2. Conm:mwealth National Bank, Shiremanstown, PA, Savings Account No. 16-0004757-3, owned joint1) with Carole H. Boose, Principal: 447,30 Established: 5/24/71 A.I. : 1.54 D.G.D. Ba1.: 448.84 50"/. 224.42 3. Carm:mwealth National Bank, Shiremanstown, PA, Savings Account No. 16-0010613-0, owned joint1 with Carole H, Boose, Principal: 6476.19 Established: 8/31/79 A,I. : 89.57 D.G.D. Bal.:6565.76 100/'. 6565.76 4. Corrm:mwealth National Bank, Shiremanstown, PA, Christmas Club No. 16-3000107-9, owned jointl with Carole H. Boose I 100/'. 210.00 TOTAL THIS PAGE h 329.14\ 1~ 2-1. 0 'I- I .~ Commonwealth " National Bank l' " 1 ''. , ~.. "~~ October 28, 1980 James D. Bogar 5 West Main Street Shiremans town , PA 17011 Re: Estate of Grace L. Wilson Dear lIr. Bogar: In reply to your letter dated October 9, 1980 on the above estate, the following information listed below is as of D.O.D. September 24, 1980: Checking Account - #162-107110-7 $657.71 Opened - 7/11/75 SavinRs Account - #16-0004757-3 $447.30 Accrued Interest - $1.54 Opened - 5/24/71 Savings Account - #16-0010613-0 $6,476.19 Accrued Interest - $89.57 Opened - 8/31/79 Christmas Club - 1116-3000107-9 $210.00 All of the above accounts are joint with Carole H. Boose. If you have any questions, please feel free to contact us. Very truly yours, -/~,,/~~..~-"'"~ {/ J. Hichae1 Troutman 7-;;- Credit Analyst JUT/cg Th~ CommonwclIllh National Bank. 10 South Mnrkot SqulIro. Harrisburg, Po. 1710B ("71 664.9600 REV_"'" !)(+ (HO) INHERITANCE TAX SUMMARY SHEET (BUREAU USE ONLY) [!J Original o Supplemental o Remainder FiI e Number 21-80-0652 Estate Name Grace L. Wilson Date of Death September 2~ 1980 Social Security Number 193-14-73}0 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ---.C.uIlIhAl"J ROd Pennsylvania, do ",spectfully report that 1 have appraised tho real and personal property as reported in tho foregoing return at tho values let forth opposite each itmn in the last column to the right In Schedules "A", liB", lie", and "E" Dated: June 10, 1981 ,-&',1",., ;., J'-/ff"A(}I(,L) INHERITANCE TAX APPRAISER INVENTORY VA~UE AS APPRAISED ADJUSTMENTS CODE (HARRISBURG USE ON~Y) REMAINDER APPRAISEMENT CODE Reol Property (Schodul. A) P.r.onal Property (Schedule 5) Jolnt.Held Property (Schedule E) Tronaf". (Schedule C) s 00+ 92+ 10+ 21l+ 30+ TOTAL GROSS ASSETS 68_._lJ].1 ~ Leu Debt. and Deduction. (SCHEDULE F) CLEAR VALUE OF ESTATE o Lifo Estate o Annuity 40- 93- RATE FACTOR PRINCIPLE VALUE CODE FOR USE OF REGISTER ONLY Tu: on $ CODE COMPUTATION OF TAX S S S S 6% T ax on S 15% Tax an $ Tax on $ s Tax on $ Exemptions Total Estate $ $ S TOTAl. TAX INTEREST FROM BA~ANCE TO Less Credits DATE OF PAYMENT INTEREST TAX CREDIT AMOUNT PAID DISCOUNT 5 + S 5 s = = + INTEREST FROM BA~ANCE DUE BALANCE TO 5 S 5 REV.518 FO (7.00) ~~ ....t->1..... NOTICE OF FILING OF APPRAISEMENT COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FiElD OPERATIONS Ms. Carole H. Boose 124 South Locust Street Shiremanstown, PA 17011 RE: Estate of County of File No. Gl"ace L. Wilson Cumberland 21-80-06')2 Dear Ms. Boose: You are hereby notified that the original appraisement in the estate of Grace L. Wilson has been filed in the office of the Register of Wills of Cumbel"land County on June 10 , 19 Jll.. Said appraisement reflects the following valuations: Real Estate Personal Property Jointly Owned Transfers Total $59.000.00 $ 2,082.00 $ 7 I 1:>q ,04 None $68.411. 01, As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date June 10. 1981 --flb"f.;" /-Ifff'A'HI) Si gned Title Chief Appraiser NOTE: This is not a bill. , COMMONWEAl.TH OF PENI~SYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT INHERITANCE TAX APPRAISEMENT ~ ~, "..~ ~.~~ '/tl'~i.~ REV.U7 EXt (7-eOt GJORIGINAL o SUPPLEMENTAL Estate of Grace L. ._W:il:'1.911__________ un_ File No. -l!_1-8Q~0_652_ Caun ty Cumberland Oate of Oeath September ~ 1980 In the avent thot any future Inler~st In lhis esluto 15 transferred III possession or enjoyment to collateral heirs of the decodent after the Clxplratlon of any "state for life or for yenrs, Ih" Commonwealth hereby cJCplessly rlliiCrVQS the right to appraise and auess transfer Inheritance foxas 01 the lawful collateral rote on DI~ such (ulu,o. in-,cf~-=,t. PROPERTY NOT INCLUDED IN RETURN BUT APPRAISED BY THE COMMONWEALTH ASSET SUMMARY DEPARTMENT'S APPRAISED VALUE 1. Totol Real Property - 5CH, "A" , , . , . , $ --52...00.0...00 2. Total Persono,1 Property - 5CH. "B", ,. , $ ?,08a..o.o_ 3. Total Jointly Owned Property _ 5CH. "E" $ 7 .329.04 4. Total Transfers - 5CH. "C"., ,',"" $ ~ Unreported 5 Unreported 5 Unreported 5 Unreported S S <;9,000 00 S 2.082.00 S 7,32Q.04 S None $ 68,411.04 DUFE ESTATE DANNUITY TOTAL GROSS ASSETS DREMAINDER TOTAL VALUE $ I do hereby certify that the above opptaisement is mode in conformity with Pennsylvania low and has been filed this day with the Register of Wills. J "L) .u,/J,II/1.~MptlA..J''t/ ' APPRAISER June 10 I 1 QRl DATE ...., Q) ~ ...., ...., ~ ~ 17l ~ I'l: :J ..: u 0 ~ Z I<l ~ ...J '" 0 >- ,; I<l I .c c ...., Rl '" :J ..... ~ 0 ~ CI} Q) ....:I .a ..... '" C") ..: -:t 3 ..... C") ..... z ~ {\J ..... u I '" ..... tJ t;: 0 - ~ !2 0 ~ ci ...... c.: I<. I- 0 <n 0 Z d <n '" :>< f-o d - I<l I<l f-o I<l Z Z Z ~ ...l 0 - d ..: z ~ I<l I<l ...l Z :::: z Cl 0 U " Z - ~ '" ~ 8 0 ~ - ~ ~ Q ....:I --- --- -- -.---- - -- - - - -". ---- -- _. -------- --- ...--,. , -- ~---"'- -- -~ "- REY., 102 EX ~" . COMMONWEALTH OF PENNSYLVANIA 4 NO K 29521 OEPARTMENT OF REVENUE .' . OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX If '" . 'II II = i ~ RECEIVED FROM - -- -- ..... --- .... :........ ..,. --.. -- TAXAT 6~o TAX AT 15% , ~ Carole II. Boo.e c/o Jame. B. Boqar, 5 . Main 81:1'..1: Bsq. TAXAT_% ADDRESS ESTATE TAX 8hireman.1:own, Pa. '--EsiA;:EINFOil~-T~lN7 24 -1-980 DATE OF DEA'tIl' . , 17011 TOTAL TAX CREDIT 38.49 ~ 1# SB I FILE NUMBER 21-80-652 May 15, 1981 GRACB L. WII8011J CWllberland m o LESS DISCOUNT PLUS % INTEREST (FROM TO_I DATE OF PAYMENT !' POSTMARK DATE I' eo"^"" .PAm OR ""CO.... SEAL TOTAL AMOUNT PAID NAME OF DECEDENT COUNTY .----------- --- --- ----------------------- 38.49 RECEIVED BY . .. / ,'-1' . J - / / 1,/ .1 J:' / / .z...:z../ . (... \--t., _ fA/ f ,.. SIGNA TUBE' Ma~c. Lawl./ Reg~.1:er of Will. REGISTER OF WILLS "' Page 1 of 2 Pages _ _ ..~!-" ~ ",-,.:~)!' ./fi :~-Jl>\ \ !\,;t;~"',,,,..1, '..~",;;;;<'""".. CUMMONWEALIIl Of P(NNSVLVANIA UEPARTMENT OF REVENUE '~ANSFER INHERITANCE TAX RESIOENT DECEDENT ........I"tl..... ... _'- I STATEMENT OF DEBTS AND DEDUCTIONS Estate of r.RAr.F..l.-101ll-.cnN Date of Death C:;"rr ?6., 1 qlflle No. ?1 _RO_"')? WHEN CLAIMING THE FAMilY EXEMPTION, COMPLETE THE FOllOWING: Claimant Carole H. Boose Relationship to Decedent Thn l~hrj::l"r Claimant's Address 1'4~. TO(,l1~t: Sh"Ppt !=;ni,..~nqrrn.1n ppT'lnc::ylu!7n;!;J REMARKS AMOUNT (continued) , TOTAL THIS PAGE 4889.72 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 purp~es! / o _ ~ ) \, -' ~ fl'l Lf? Carole H. SIGNATURE OF ATTORNEY/FIDUCIARV DATE: OFFICIAL USE ONLY DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S .1;2, IP 1. 1~ AT DATE NAME OF PAVEE 0..)1 r. T 9/30/80 Carole H. Boose 0/06/80 Mech. Oil Company 0/06/80 Arrerican Express Credit Card 0/06/80 pomeroys 0/06/80 Master Charge 0/06/80 Sears 0/06/80 Dr. Litton 0/08/80 Raynond B. Martin - Treasurer 10 0/10/80 Reader's Digest 11 0/10/80 PP&L 12 0/10/80 Harrisbur Dairies 13 0/10/80 Holy Spirit Hospital 14 10/14/80 Re ister of Wills 15 10/14/80 Cumberland Co. Law Journal 16 10/15/80 M ers-Hall Funeral Home 17 10/30/80 Lower Allen Township 18 11/13/80 Dr. Hatfield 19 11/14/80 M.C. Walker 20 11/14/80 Patriot - Evenin News FlIDeral Wake Final Fuel Oil Bill Final Bill Final Bill Final Bill Final Bill Expense of Last Illness 1980-81 School & Personal Taxes Accrued and due rior to date of death Final Bill Final Bill Final Bill Final Bill - ense of Last Illness (copy attached) Probate of Estate Advertisin Funeral & Burial enses Final Sewer Bill ense of Last Illness 145.00 235.00 126.14 172.72 50.69 10.08 73.78 324.78 7.30 35,98 & PERCENT. tJ;7d~ ~ ~'ff;') ( EGI$TER OF I 5 ~-,;(~/i DATE I 'YjJ- II IJI 11.11 ", IlII,,,,,,,", "d.'" IlIrlAL irIS 1l'l122 (pin'; ~ . HOIN SI'IHIT HOSPITAL ' . ' 12 J NORTH 21STSTf1EET ATE OF BIRTH 10/26/11 CAMP HILL, PENNSYLVANIA 17011 $EX-F MS-W .~----_. ---~. -------. ----- - ----- - -------------- i I ~1~~S~;~~~N;~~::AT~~T---.--III'^~IENt;~~;-::~I-~;.;~~~~~\ 1~~;;:O;~~:l~\ fD~~~;~~~~~ , T ~~L~D'k"!,1~ENT. NO. ".15"'" ~~,.,. DA lL: IS EITHEIt POSTNG DATE OR DATE or ll.~'lY~..L-_ PLEASE REFER TO PATIENT NUMBER SUOWN ABOVE ON ALL INOUlnlES OR CORRESPONDENCE. REFER ALL QUESTIONS TO THE BUSINESS OFFICE 17171763.2141. TIllS Bill. ODES NOT INCLUDE PRIVATE PHYSICIAN rEES WHICH WILL BE BilLED SEPARATELY BY TIlE PIIY!:jlCIAN. IU',IJH'\IU;1 UtVIUAlil OL CR SPEC 19BO --.--.-------- Dr~:cruprION or CHAnGES I '.I"~I~AII Y Ij' ell Alnil: ~ I Kldl r: I, I rMEkl,rl/CY Roor~ I v ';CJLUT IOtJS Lf\lIOR A lOll Y 1'1 f. 51 SUPPLIES NUCLEAR MEDICINE PHARI~"CY RESPlr.ATORY THERAPY TELEVrlS ION TE LEf' lONE HOUSE PHYSICIAN R~C r3 SEM 2 DAYS SUB-TOTAL OF CHARGES I \_--~j . \=~-~~/~;:;~~1 ~_~.1.9!.!~_t"m: l'OI.lCY WI, N^Ml (/I- (jlJAII^N lUll --" - ll'u {,:;I III I,'ell liltS 1'11l111W.l Af'JD III' rUIIN \VITII YOUR Ht.:1'v1111 MJCE. 19314733CA GRACE WILSON 124 S LOCUST ST SHIREMANS10WN, PA. ------' 17011 . _m_.__ _ _.. ". ____.____.__..-______u ;;;.;.~ ':",' j.!'. "!. '!/:(} (t ICIIAIIGE c(ii~rrl101AI c;IAi;,;!:~ :!,Nr.llnANcr - "\'NSUI1ANCE ';:-\ iNslJilANcr, 4J 'II''' 111 r-n C'IMIGE !' I --.- I" I 1 ;.;:~~~ 1\ ;~:~~ \ \ ,.,5 .5 () I I 82.,'0 61.60, 50.35 173.00 I 196.55 i 149.00 II 1 .~!O II .7C 15.00 I:,' 260.00 1\ 1054.35 II 180.00 II II '12 \ 030 nd. U2~ :J2~ D2 r 02U 027 17~ 17~ 030 AT13 .OO/DAY 93.00 13 ..~~ t.5.511 ~'?ou 11.25 173.00 196.55 56.00 1.00 .70 15.00 260.00 R74.35 II I 1\ II 1054.35JI 150.00 PLEASE SEND PA YMHlT TO: HOLY SPIRIT HOSPITAL NORTH 21ST STREET CAMP HILL. PA. 17011 PLEASE PAY TO HOLY SPIRIT HOSPITAL ADD1TIONAl PATIENT BILLING MAY liE NECE~SARY fOR ANY CtlARGfS Nor POSTW WIlUlllitS bill \'I^.5 PREi'Afteo. OR IF IN5lJIlANCE CAHtmHS DO NOT rAY ANY l'AHl OF TIlE AMOUN IS SIlOWN UNO[fl [STIMAll D IIl$UIlMlCE cnV[lIAGe. -------.-- ul;NERAL 1,\diERII ANCE TAX 11\1 FOlii..." IIUI~ Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate, In addition to debts Incurred by the decedent or estate, other items are claimable including the cost of administration, attornay 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 Inharltance Tax Return is filed. Evidence to support the decedent's or the estate's liabilitY for the debts being claimed should bo 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, , ' '. .= . C'" '" C'. i:.ir:. t...... u ~..' Cl. ~"g I "-'. -:~c. I Cl:: In "-[-# i c..'c: - ;C.... wt..! u..<: 01- >- n::~ i <>:'" c<:: <:> ' 0(5 :0:: ,LL/ I ""w ",/D , ~c:: ",,:r: 1 - ....=> ~ -lU I U I I , I I I I I I I i , I I \ t'" "" " 8 E; t:l E; ;S ... > 0 '" z Cl n c: " >oj Z s: Z ~ t:l t:l ;>; Z :xl ~ 9 ... 9 z Z trl >oj t:l Z 9 9 >oj -< '" t:l ... '" Z 0 Vl 0 >oj 9 "ll "ll :xl ~ ... 0 Z -< t:l > :xl ;i ~ INSTRUCTIONS FOR COMPLETING SCHEDULE "F" . ! ! I 1. I f 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 claimed 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. 5, Provide a brief explanation in the remarks 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. ! i". , i , '. , I ,;. / .. .. ',~. " " I' ,I i! Ii IN TIlE OOURT OF co.v,y.o~ PLF.~ OF CUMBERUND OO!JNI'Y, PDlNSYLVANIA ORPHANS I OOURT DMSION Estate ~b. 21-80-652 ; ]i " ii ,I " " Ii I il 'I II i II !!l 'I :I ES"'.ATE OF GRACE L. HILSON rATE OF THE BOROUGH OF Sh'IREVA.\'SIO\oN ClMBERL/Il.'ID COill,TI, PENNSYLVANIA STATEMENT OF PROPOSED DISTRIBurION REASO~S FOR DISTRIBurION Carole H. Boose, Executrix of the Last Will and Testament of Grace L. 'I Wilson, Deceased, proposes to distribute the balance i,.. her hands, to wit: $51,382.29, " in accords...ce widl the said Last Will and Testarrent as heretofore filed in the " ,I 'i Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: I, , :! !! To Carole H. Boose, the rest, residue and remainder, including real estate $ 51,382.29 II ~ ~ , ,I ;1 il ,: I II !I ('\ ~CJl \A, ~"'- Carole H. Boose, Executrix . ii I il !! II I! " 1 'I I. I: " It il 99 PAGE 8'71 lIBlR Ii \I " ", , " i' II II I, II il , ... ..... OJ~NWEALTIi OF PENNSYLVANIA COUNlY OF CUMBERL\ND SS Carole H. Boose, Executr:Lx of the Estate of Grace L. Wilson, being duly =m according to law, deposes and says that the foregoing Statement of Proposed Distribution is true and correct. I i i II , I I I I I 0>" ~ ~c\ , 8r--o~ o e . Boose S\o.DRN to and subscribed before me thi~Ay of ~ ,198l. 'i \ '1 ~,'~\\\'~"'ct;n Y;l/ff;?of.~'~ .1bi;;", f .i Jh J.JJ ~ fY:'~:"\' WO'~~~lic7f -....; . C,,:) -.'~ f""::;. . ~ ',: . Q r- ';. "':: _ 0..-:". ., .-,.,4'. ~ ..., '. ~'., ~ /";: cftl My ~~ii:l;q't\:\~~s: ., I ~ \ ...> ." U;:'; ...... -~" t'l~,~ ,"p ell I\<..l ',-' ,""""Y u;; C Shirc.r,J...iu..m:..CU,::.....::j:J (.0., Pa. ! My CommissiJn Expir.s Doc. 11, /9B3 i , 99 PAGE 8'72 UBER r I I / I I I .- c. ~~ L..:' c.. ~- A. '. '" ;:: .. ~ w~. c' ",," , ;..:. , oCi t.:lILLJ ,,: ~a: .- 1_1'" 5'" ...Je.., Ll i! ~~~N 8 -~~ I<o~A6 o~tl<Xl 85~ ~8;8N. - S ~ ~21 ~~~~ .. ~~; ..i@~~ @8~ i~ ~~ ~~~~ ~~I~ i ~ ~ !l< g, I . .. . " _ <J :: -:5 ;.; - ;... - - - ;: -' -::~ c.J ;:: - '1. .-~ ') ,........ ... E- c .~ ".~ , . c.J ~ "' (J:::: .... '';:: ~ ~. c u. .- :::~ c~ C)....... ..- :t ~ '~ ~ ': c ~ de.: -:5~' ?> c Pt-:. ::e g:) ... 1; E OJ ;.... ...J .- .c" ~ Q,lCj)- \..4 n ...... ", ... , :l o ~ !:i , ) < i:,~~ ~ ~ "r--~f":'oj=~. .:; , '\rn ~ Ul - ~: ;;:;~ ,1"""'1 !< III ~ ;: ... .' ", ~.::'-.. ~ Z N tQ ') :: ., ~ )04'" ~ ~ g :; . ._ ,.... t<1 ~ u ' " "j , ",_:z: ,. ..~~'-Wp::...~~~ .~ '" . ~S ~ 0 ~ . ,::;, ~>! : ~ ; ~ :' ~~CJ.l ~ ~ c; ~.3 ~ ;... ...) . = .- .- :~ ~ ~ :~ " , '.' -- ~ .' ..' ..-~ -:: '-./ ~ l 1;, II II I I I II II II !' I II II :! " i'l DATE OF DEATII: SepteI1'ber 24. 1980 , IEITERS GRAt~: October 15, 1980 i FIRST (x)MPLE1'E ADVERTISEMENT OF GRAtW OF LEITERS: I I, I ACCXlUNl' STATED TO: August 20, 1981 IN T'rlE OJOO OF OJW.oN PLEAS OF aJMBEllli\ND OJUl\'TY. PENNSYLVANIA ORPH.tu'lS I CDURT DIVISION Estate No. 21-80-652 ESTATE OF GRACE L. WILSON LATE OF TIlE BOROUGH OF SHlREMANSTOWN aJMB~1J) OJUNTY, PENNSYLVANIA FIRST M'D FINAL ACCOUNT OF CAROLE H. BOOSE, EXEClJrRIX T'ne Cumberland Law Journal: 10/24, 10/31 & 11/7/80 The Patriot-Nevis, Co, Marro Hest: 10/20, 10/27 & 11/3/80 ' I !' Principal i IRe' celpts Less Disbursements Sl.M1ARY & INDEX Pages 2 3&4 $ 61,082.00 9,699.71 Principal Balance Remaining $ 51,382.29 $51,382.29 Incorre Receipts Less DisburSenElts Income Balance ReI1'aining II Combined Balance Remaining I 4 4 None None None None $51,382.29 II II UBER 99 PAC;; 865 II I I PRINCIPAL DISBURSEMEL\T.3 I 9/29/80 U.G.I - Final Gas Bill $ 37.76 9/30/80 Carole H. Boose, Funeral Wake 145,00 10/06/80 Mechanicsburg Oil Company - Final Fuel Oil Bill 235.00 10/06/80 ArlErican Express - Final Bill 126.14 10/06/80 Potreroys - Final Bill 172.72 10/06/80 Master Olarge - Final Bill 50.69 10/06/80 Sears - Final Bill 10.08 10/06/80 Dr. Utton - Expense of Last Illness 73.78 10/08/80 Rayrrond B. Martin - Treasurer - 1980-81 School & Personal Taxes Accrued and due prior to date of death 324.78 10/10/80 Reader's Digest - Final Bill 7.30 10/10/80 PP&L - Final Bill 35.98 10/10/80 Harrisburg Dairies - Final Bill 40.99 10/10/80 Holy Spirit Hospital - Final Bill - Expense of Last Illness 1054.35 10/14/80 Register of Wills - Probate of Estate 40.00 10/14/80 Cunberland Co. Law Journal - Advertising 18.00 10/15/80 Myers-Hall Funeral Home - Funeral and Burial Expense 2192.00 10/30/80 Lower Allen Township - Final Sewer Bill 50.50 11/13/80 Dr. Hatfield - Expense of Last Illness 119.90 11/14/80 M. C. Walker - Appraisal 100.00 11/14/80 Patriot-Evening News - Advertising 54.75 11/14/80 Clyde Gouse - Appraisal 55.00 12/19/80 Register of Wills - Prepa)'lTl'!nt of Pa. Inhericance Tax 3391.50 5/15/81 Register of Wills - Paymmt of Pa. Inheritance Tax 38.49 I -3- 'I II USER 99 PAGE 868 'I , ;1. II. i' II ,I I II II 1\ II " II :\ II II \1 II II :\ a 1\ \ ,1 :1 II II I i I \ I ~ I ;\ II Ii . ' Reserves: Closing Costs $ 175.00 James D. Bogar. Esquire - Attorney's Fees 1150,00 I I \ 'IOTAL PRL'iCIPAL DISBURSEI,E1;TS $ 9699.71 I ! INCO}lE RECEIPTS \ I None \ \ , INCOXE DISBURSEMENTS \ \ None 0' ~~~ v-l Gr,o~ o e H. Boose, Executrix -4- UBER 99 P~CE 869 C t." lei t;. .- . ", ..." c:..' r...-- D., :'..: tu~.; o~' a::,"'J ;: ~. 0(;, ; <.:I'Ll ~o: ~ 1_;; p:> L: ~ .. - - -- -:. .. tl ~~ '0'0 '~~ ~ ell '1J l: . u1!- ',4- ~~ i ~ ~ ~.-.' ~ ~~ ~~; o '0, u~~~ ~~ Z~~ c:zo~ ~- ~ ~ a. al,--, 8~ ~ (/)N 0.0 e ~ . ~et? -ffi~;:j ~ E o'.r;:' . ~ ,-bS~ ~lj~ ~!i ~~QO I - o ~<Xl tJ @ -~ :-i" <<l ~ .. ~ c u.Q .,~ ~8 ~ ~@~ 01<<'0 C'j:; ... ~~ "_ >,Rl"-""-- ~8 . ~~~~ ~~~i ~:ri 8~v.,:@ .! '0 ~o~-c ~~I~ a ~ ro ~ ~ ~~ ~~!M ~- -g E '5 8 ~ 0& ~Eli8 .~ .:; '-I i: ::; g ~ :.= :.... ..=. ~.=- - . ... - '- .. . ~ c - ., " ,~ '- .~ .~ .---: ...:; H OJ '=:= ~: .~ ~ "":: .~ ;.,; ~ - .. ~~, ~. ,:' ;; 1-: - - ~ .. ~ '. ..- '-,. ~. ." ." ,. 2) '; c.; :.1 . ~. ;.:; -J -'" '- ~ "".: ~l ", I, .~ ~ , " , .- -, 'J .. ',' .. " .. :l g . IN 'lliE ESTATE OF GRACE L. WILSOO lATE OF 'lliE BOROUGH OF SHIREMANSTO~ CUMBERLAND <XlUNIY, PENNSYLVANIA IN 'lliE <XlURl' OF CXJl1.'1JN PlEAS OF CUMBERlJ.ND mUNIY, PENNSYLVANIA ORPHANS' moo DIVISION ESTATE NO. 21-80-652 DECREE AWARDING REAL ESTATE - ...... AND NCM, this \ 3. day of 0(.. rl1 ~ ,1981, at lei : d<Jo'clock, ~ .M., the First and Final Account of Carole H. Boose, Executrix of the Estate of Grace L. Wilson, deceased, having been confirmed by the Court, on 0 C.,....d.l3.Jf IS. 1981, IT IS HEREBY ORDERED that the real estate hereinafter described be and the same is hereby awarded to Carole H. Boose, her heirs and assigns: AU. THAT CERTAIN lot of ground situate in the Township of ~r Allen, Cotmty of Cunberland and State of Pennsylvania, bOlmded and described as follows, to wit: BEGINNING at an iron pin in the public road leading from Shiremanstown to the Harrisburg-Gettysburg state highway, said road now being known as Locust Street and at comer of lands now or fonnerly of Robert Stoner; thence along Locust Street North 31 degrees West seventy-one and six tenths (71.6) feet to a point in said road; thence by other lands of the grantors herein of which the herein described parcel was fonrerly a part, South 65 degrees 30 minutes West ~ I-nmdred eighteen (218) feet to a pin at land now or fonnerly of Robert Stoner; thence by lands of the said Robert Stoner South 31 degrees East eighty and six tenths (80.6) feet to a pin in the center of a fifteen (15) foot wide private alley; thence along the center of said fifteen (15) foot wide alley and by lands now or fonnerly of Robert Stoner, North 63 degrees 15 minutes East ~ lnmdred seventeen and five tenths (217.5) feet to a point, the place of . BEGINNING . HAVING 'lliEREON ERECl'ED a three-story frame dwelling house and garage known and numbered as 124 South Locust Street, Shiremanstown, Pennsylvania. BEING a part of the same pranises which George G. Anderson and Edith B. Anderson, his wife, by their deed dated April 9, 1956 and recorded in the Clmberland Cotmty Recorder of Deeds Office in Deed Book "e", Volurre 17, Page 14, granted and conveyed \IDto Floyd E. Wilson and Grace L. Wilson, his wife. The said Floyd E. Wilson died BGCK 108 fl.CE 668 SeptEmber 14, 1976, mereupon title in same became vested solely in Grace L. Wilson, the decedent. The said Grace L. Wilson died September 24, 1980, and by her Last Will and Testament duly probated and recorded in the Cunberland ColIDty Register of Wills Office in Will Book 21, Page 652, provided as follows: "SECXlID: All the rest, residue and remainder of my estate, real, personal or mixed, I give, devise and bequeath to my daughter, Carole H. Boose, providing she shall survive me by Sixty (60) days." AND the Recorder of Deeds in and for Cumberland County is directed to record a certified copy of this Decree and index the Decree as a conveyance from the Estate of Grace 1. Wilson. By the Court, \-{~E.~ }<J. I hereby certify that the precise address and complete post office address of Carole H. Boose is 124 South Locust Street, Shiremanstown, Pennsylvania. // )t! ,/ i;4j~ ri.-' ~~ I Attomey fo~ rantee -2- . , DOOK 108 FACE 669 , ; 03 -' :;o~ - ~ln :-;>0 .. :;;;.rJ .' ",~::J - ~f'l ~ , ;::l C'" . C) , I V , - n ::: ~ g < 8 I M ~ ~ ~ ~~~ ~~ ~ o it: ~ ~ p,.Cf)N o j = Ul . .~:g ~~ ~ !:Q · 1lO ~ !< III Z N \D I ' ~ ~ 01 0 h ~~~~ A ~.. 8 '!' o ~' i~~'i ~ ~ ~ :; ~8 ~ III Il: ~ . h ~SNO' r ~~Cf)p,. ~ ~ rn ~ Ii ~ <: 0 ~ ~;i~ 'j :Ii Gl .. III ~ O~ Ul ..... ..... ..