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Home My WebLink About81-00228 ~ ~ . '~ \>of : '~ " , i I fS ,.. .~ Cl ~ H H '!~ . f21 .jXl ,', ~ '. . -< "':l ::i .,~ == rn . ,. . o Z Wleo' o " ~ _ \0 ID -, ..::I t..----- I)ETITION f'OR PROBATE and GRANT OF LETTERS No. ~J.-f/-,:l.2g To: E~lale of Hury J, Hel1.y also kl/oll'l/ as Register of Wills for the . Deceased. County of Cumberland in the Sodal Secl/rity No. Conllnonwcuhh or Pennsylvaniu The petition of the undersigned respectfully represents thut: Your petitioner~ who is/lllCdS yeurs of uge or older un the exceut in the last will of the above decedent, dated S ep t emb el' 19, and cpdicj!(s) dated Ze1du Ii,' 1lumilton, uug ,ter, un Executr x name in the Hill, pussed away 11-1-80. C1ura Stoner, Administratrix C.T.A. passed away 6-15-86. named , 1921-- (stale rclcvlInt cirCUlnslllllCC,~, e,g, renunciation, death of executor, CIC.) Deeendent was domiciled at death in Cumberland County. Pennsylvania, with h er last family or principal residence at 217 Soutb Penn Street, ~hippensburg, PA (list street, number and l1\uncipality) Decendent, then years of age, died February 28, ,1968 at ' Except as foUows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: none Decendcnt at death owned property with estimated values as follows: (If domiciled in Pa.) AU personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personai property in County $ Value of real estate in Pennsylvania $ situated as foUows: WHEREFORE, petitioner(s) respectfully req4eS\(s) the probate of the last will and codicil(s) presented herewith and the grant of letters adm1n1S tra non d. b. n. c. t. a {testamentary; administration c.I.a.; administration d.b.n.c.l.a.} theron. ~ " u = . 'O~ ,- . ~'::' ". c -g,g ~.= . ';i~ 'll'. ~o " c ., Vi ~..SA c C""-, David P. Perkins, Esquire MARK, HEIGLE & PERKINS 115 East King Street Shippensburg, PA 17257 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition arc true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will ~ t~ulY ad~inister the est~, according to law, Sworn to or aff1'1 ~d subscribed {~<SJ 0 ~_L,,~ ~ before me this 7 day of David P. per, ns .. <J.f!2:iZf:!# ~~9P" ~ s ~ \ 50 \ MAR C, LEWIS Regisler ~ )~,_ ~~D - \1.\ No. 21 - 81 - 228 Estate of Ma ry J. Holly , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW DECEMBER 19. 19~, in consideration of the petition on the reverse side hereof, satisfactory proof having becn presented before me, IT IS DECREED that the instrument(s) dated September 19, 1962 described thcrein be admitted to probate and filed of record as the last will o'f Mary J. Melly and Letters of Administration d.b.n.c.t.a arc hercby granted to David P. Perkins, Esquire ,- WILL BOOK #102 PAGE 499 ETC, FEES Probate, Letters, Ete, ..,.,..,. $ 25,00 Short Certificates( )"."..,.. $ Renunciation .,......,....... $ 2 . 00 $ TOTAL _ $ 27.00 Filed.... ?~7,~I;l.~~~, ~,~.'.. ~.~~,~....,' David P. Perkins, Esquire #34342 ATTORNEY tSup, 0, 1.0, No.) MARK, WEIGLE & PEKKINS 115 East King Street ADDRESS Shippensburg, PA 17257 (717) 532-7388 PHONE Letters put in attorneys file in prothy. on 12-19-86, r-O'l ~o..... n 03 nr ",'" e"" 0- :3:'" ",'" Cln ",'" f!j _0 ",,' ",,,, ",0 -<0 r'" ('1.f"Tl );>~ .... ::09 ~~ ex> ..:'1.":) 'l\-~l ~ ~.-~ C''-, .. ~ ..,1,) ":"~,.., 'iT} " <l ~'.~ '1 j \ I I I I I I " I 1 ! I ; I I 0/6 '. I 'Ii 21 ~81 ~.)28 ,J J IIECISTI';II 01' II'ILI.S 01' ..,..,~,~~~~l~,~,~,l,~,I,~~.......... COU;-;TY NO. I'ET1TIO;-; FOH 1'1I01l:ITE OF \\'11.1. ANIl I.Ern:HS 01' AlllllNISTHATION CUll TEST:\IIENTO ANNEXO I.ETTI':HS OF :\1lIt1;-;IST1LITIO;-; IlE 1I0NIS NON 1.I,;rI'EHS 01' :IIJltI:\ISTIIATIO;-; IlE HO;-;IS ;-;ON CUll TEST..IIIE;\:TO ANNENO in IIIl' Esla'" of )1~,~,y'..,J..'....M"J.]s.................................... e1t'('easeel, PclitiOlU'r( s). ".."Gl~Ig....~,~g.n,l;?:r...,.".".........."... alle~l'(s) that: ...."...,.,.......".."......".......",....",................"................... ~ ~~ I. P('litinr1t'r(.~) ;H't{ ""('lllY'Ollt' Yt'ar.~ of agl' or nldl'r .lIul applips for It'lIefS of administration .............,.........".................................................""............ in thl' ;\hO\'I' capliol1l.d ('slatt', 2, De('edent e1ieel till .F.",b.D\~.ry...,~,~,'....L'!.R,~.............................. al ..................11, In Ihe County of ....,p.!!,wJ?~~J.?m!................, Slate of ,r.e-nnS,y.lY.ania.............. at the age nf ............................ rears. hllving made ..her..,.., Last lI'iIIanel Testamenl e1aleelthe ..J.9.,~h.. e1ay of ..,S,!),p,tet11her................" ,I,D: 196.2.:.. Il'herein ....,$,\1.\':.., al'poioll'd ........,....?;"lg,?..,!,.,.,..,!J.am;U,t,Qn...................................................., I,xee l.lt.tix... \\lhich Exec .ll.J:;x:;:lX. has since ""..pas.sed..aw,ay...................,........................................................"..................... on On ................ da)' of ..........."".............................. 10......... L{'t1er.~ of Administration werc granted to .............":.. .................................,..,...."..............,."..........,..,......,...,.................,..,..,..,.......................,..............,.......................................". <\,h.l1. d.h,n.c,Li.I. 1 3. L('tll'rs of Administmtion d,lI. me Ilt'Cdl'd hl'L'illlS(' ....~.~...~.~...~.~...~~~.~~~.~~...~.~m~.4...!~..Jlill llIffi!& as Executrix is nOl, deceased ' I '1'1' . (,), I" >", Q ,,'t" ..................................................................."".....""""".,,",,.... ,In< pI 1 1011< r s .lpp les III .....hM,\-.H.".... c.'pact y n.. ..,Mm~,n,tfi,t.l:at.riX......................................................,.. her 4. Dl'('<'dl'nt di<'d domieill'd in ,....J?~.m:'H?,y..ty.~.\1.t~L............"... with his last family or principal (stal() or ('oulltry) residellct! lit .......211....S,.....l?,enn..S,t.............................,....................................................,.................................,........ x'l(~ ~ltx 5. ('Vherl' decedent died teslate) Del'<~c1t'nt was not married and a child was not horn to or ndoph.d hy df:ccdent after t'Xt~culiOll of the will (and where lIpplicant is alh'g<.d spouse) nor was decedent divorced from applicant after ('xeeuliou of will ami at deilth, 6. TIlt' said decedent was pOsst.ssed of Goods, Chattels, Rights and Credits to thc estimated valuc of $."........~~~:,......".. .11lc1 of Ileal Estal<', to tlw estimated \'alue of s...L$.,..9J:!?.:'..(!.() as ncar as can he as{'ertained, Thai the said Heal Estate in so far as known is located in ....?~.z.,,~..~...~~.!~.~...~.~.~..!.. ....,~,!1,h~~,~,!!,~,P.,!-!,H..,..,~~.........,................,..................................,........,..............,..............,.................................,........ 7. ('''here decedent dit.d illll'statt. as to any portion of this (\stale). Petitioner after 11 proper search has ascertained that dcct,d('lIt was sllrvi\'l'd hy tll(> following-named persons cntitl('d to distribution under thc Int<~stat<! Act of 1947: Name Helatiollsllip Resiclcnce 1......,............,..............................,...................................................................,................................................,................,...., 2, .........................................................................................................................................................,....,..........,................,.. 3...........................................................................................................................................................................................,.. 4.....................................................................................................................,..........................................................,....,..... 5..................,.............................................................................................................................................................,....,........ 6....,..,..................... ....................................................,........................................................................................................ .......,..................".............,.".,.....,............".,.,.".,.........,..,.....,..,."..,.........,..,.,..,.,.....................,...........,.......................~ for) letle~~l:;el::;:::;ni::::litlilt~:,":~,:,:,), ..,~:::I::,(lf,~:ll):, ", :::~:::,i:"~..I:~,~"(":~::,:::t,~:,::,:~.,,~~,,,,,,,1:',;;.I:t~.,~I"I:~~.~,~~~:I:..~~,~ ~ Dated: ..IL//'.2!.'.Y,ri SI~IIt'd: ......, ..,c.:t::(!..Jr.A.,......f.Ili}I.L1d.....,............~ f/; Iddr"" r..~~/,.f./;h'-II?m..,..Yl1~M:J/~;1, 3~ ................................................ ..............."................."...... C(J~I~I()~\\'E,\I.TII OF I'Er\~S\'I,I'Ar\IA \ SS ",.. ....C;,~!!!!>,<).r10D~............................,COtJNT\.: I " ..................qJp.;t;".?..~.~.q9.~.r................................. ..,..........................."..." tIll' pt'liIH)lWr(S) , I 1 I" l' 1 I sworn I I (I I f I III 11(' a 10\'(' app U'iltltlll, Il'lIl!!, (1I~' ........................... i\C('Ul"{ ill!.!: III .m' \il)' s) tlilt I II' statemt.'nts Sl'1 ort I ill this lH'titioll an' In1\' to lilt' Ill'sl of ....."....~~.l?,!."... kIlO\\'II'd~I' alld 11I'1id. \/ Q[::;,-' ,:.!......"l...ed.:t/........,' .."U,{.:.L<,..,.................... ....."~w.9.n.1...~.9.,..............,,. illll! ."llm'l'i\wd hdorl' Illl', ,..,........,....,....~.9.y.".....l7..............,'" If)~q,...., ..",:?J.l/i:t<j,..e,;f;. r-~............ r" I' Vi Ih'gistt'f ..............."....................................................................... ........................................................................................ '" Fil<'<I: "" ~,)". . (')0. I..' ~ <> ~.' 0- ".,0 ,,", :....u : ":-.0 t:.;",. r- "'"(2 ~ :l:.-:I.: 0'" 2:-.J Wl...l ::> Cl'-- !i' 00:: o::(f; ,w oCj "'co '-'w ",Z ~a: 0 w::> 5'0 _J'-' '-' Attorney's NlImc and Address "....J.,~.':',.':',~..,A......\o]!7,~~l.,!7........,..........,..........".................... ......~~~....E.~~,~...~~:!!?,~....s.~.~,p.P.!7,:!,~.?~,.':',!?.,!....~~.~......, OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ss: .., ,...,.""",..""" ~,~,~,!':::" ,~, ~,?!! ~,~"...,...,"",..,..,',..".,""',.. ....,."",..,."""",..,..,',.,',..," .."",.,.",.,..,.""",..,., petitioner (s) being du.ly ..........................$);,9,);P..,.................., according to law do e.s........ depose and say that as the administra ~.F.~?$........ of the estate of ,...k\?F.y...,.;r"..,l1d;Ly..,..............................,..,........,....,..,......,..,.................... ........................................................................................................................................................................................ deceased ....,she.....,....,.. wiII well and truly administer the goods and chattels, rights and credits of said deceased, according to law. And also wiII diligently comply with the provisions of the law relating to Transfer Inheritances. ",......,',..,......,',..~~'?~~"'~.'?..,',...,..," and subscribed before me. ..,......~.?':':.~..,........p.~~,........,..... A. D., 1l1..~9.... R@tf..'e...:..:f~,........,........,... '" ",..,",..",.J.'f.6L:i.;.....".,.4l;).\.\:!.~./,..,...,........,..,.,...... ............................................................................................ DECREE B . emembered Letters of Admi"," that on the ..........,........,............ day of ............,....,....,..,..................,... A. D., 19.....= . in the estate of ,......,........ ........,..,....,..,..,..........,................,....,"""....=;~..... /' ...... ......." ,........."".. ,....,.".,...,.."..,' ......, ,""-=..,..", la te of ,'....' ,......'..',.., .....,., .-~;....,',.,..... .....,..".." ............", ......... --- ---/ Cumberland County, Pennsylvania. deceased:-we!'.~nte(11o ,..,..",...."".,..",......,. ,....,......,...""....,..,.."".... -------. .......,~~';~~~~~.~'~"...".."':...."~~;~;;;;.'seal '~;;'~.,;;;;;.;;~.~";:~;:;..';;~~;,~~;;;;;:'..~....."'.",..,..,..........".. ----- -.,- .'""..',..,..".."" ......",.."",.",..,."".. ........." ,..., 'ii~gi~t~.~' .-....- : .')(tC .,;:;:'( / "",. \~ 2;(,. C) ~ (j)LJ A... .w .. '.z:c t,. <(, . ,. r-- :::<:( CJ ~ 0., , c:\[:::- ~ a:i"'c: Wi.,' 0", 0" 'co a:~~ :ex: 0,-" ffi::J Uw Cl -'U wI>: 0:: 5'0 U :""~, 1"'. .. . ~ ~ c.) ..;. Q, ~)g ~'.. 1:S l_, r- ('.)< c-,c,: ~ n..~ Wll.. => <.=--~ 01-- C Ow 0:(/) Z 'CD 0(3 ~:E: UUJ 0 ::t:~ l::!'" <Xl ~U . U PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY Harri,bur91 P~nnsylvonjD POWER OF ATTORNEY Know All Men by the.e Pre.ent., That PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, a corporation of the Commonwealth of Pennsylvania, does hereby make, constitute and appoint Jeffery P. Fogel sanger and Fred E. Clapsaddle, Jr., both of Shippensburg, Pennsylvania (EACH) its true and lawful Attomey(s),in.Fact to make, execute, seal and deliver for and on its behalf as ,urety, as its act and deed: Any and all bonds and undertakings providcd the amount of no one bond or undertaking exceeds the sum of One Hund red Thousand no 11 a rs ($ 100,000.0':)) _____n__________ ----- and the execution of such bonds in pursuance of these presents shall be as binding upon said Company. as full)' and amply, to all intents and purposes, as if they had been duly executed and acknowledged by the regularly elected officers of the Company at its office in Harrisburg, Pennsylvania, in their own proper persons. This appointment is made by and under the authorization of a resolution adopted by the Board of Directors of the Company on October 24,1973 at Harrisburg, Pennsylvania, which resolution is shown on the reverse side hereof and is now in full force and effect. In Witne" Whereof. PENNSYVLANIA NATIONAL MUTUAL CASUAL.TY INSURANCE COMPANY has caused these present., to be signed and its corporate seal to be hereto affixed on June 3, 1978. PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY (SEAL) B)' H. F. Hovetter, Jr. Vice PresiJent Commonwealth of Pennsylvania, County of Dauphin. ss: On June 3, 1975 , before me appeared II. F. Hovetter, Jr. to me personally known, who being by me duly sworn, did say that he resides in the Commonwealth of Pennsylvania, that he is V I ce Pres i dent of PiNNSYLV ANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, that he is the individual described in and who executed the preceding instrument, and that the seal affixed on said instrument is the corporate seal of said Company, and that said instrument was signed and sealed on behalf of said Company by authority and direction of said Company, and the said officer acknowledged said instrument to be the free act and deed of said Company, (NOTARIAL SEAL) C. Woodrow Slaybaugh Notary Public of Pennsylvania M)' Commission Expires November 20, 1980 Commonwealth of Pennsylvania, County of Dauphin, ss: I, James V, Folmer, Secretary, Suret). of the PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY. a corporation of the Commonwealth of Pennsylv~!'\ia. do hereby certify that the above and foregoing is a true and correct copy of a Power of Attorney. execLlted by the said Company, which is still in full force and effect. In Witness Whereof, I have hereunto set my hand and affixed the seal of said Company on /J _ lct......:. /'-:).../:;_ . I' . FORM 7a,190 IR.." "-761 _./ Secretary - Surety ... " ... , 'z/f,r-il! . ' /.J.'ll:' /~ /fh', '71L 'w--~ J' /?uJ.r I :z I 7 ~.!', {w,,, .ff I '['l~t;ti-< <<d,<,-V I eUtltV t I { .J'~ , p . I 1/1/fI1-( ;\./Yv" 'i(v(..C( alf../ ..,It_f, t'.J/.2/ '7 Sf ,/-Nt', $', SIc..'ff(ltd.wl , t.."--VV1-7 c~.-\_u. ftdiL I re'd.t.. t).:jf /.'/e'~ttJt;;." JU" t.'~dtlL' MA-ciM4 i i, J, r{'-{ ~,<<<I-rh t,'L:":~k ,t'ver,' -/''1 !~, ~U~L~e /u-,t~f.t( '-~ '?rft,~{ I . ,A-rUAj'/Utv I au t"L,(. , ~ J/alttl{fv)., ~-d4d;dd1 . "t ~..if rw-< ~UII r'1v '11ul Hilt, IV/IrJ lM! fL~kJMlM4' Jk'(,.dt)~ 'illl"ltf}, !b"" f Jv - Uu 'w.uJ ~;;;( 4 ,~ltu (l'ld,)YL.edNU,lM--nu... J 'JJ ' · .-t~1 l/iv<. I' dIA/IA~ ~~(I-W{~'-i~ M( -:47 ~ ::tr , 'll)MJ t-<<dU?1 J -tti:t&.,w-h, bJJl.itlt; 'J(d-1101-tllrr;-- f ~ '" , : \y -~4~ I Mvilrk& fla./ -.f-/1"'......,j- )J2.L,~ '(:1/. J.~fI(~e/fii- I e;-~ -'-ttu. -~uJw;; ~ -c{uJ '*1 -Ad j1JL tU-uC , ( Jbl:iMi'f.UJ-;- ~fdlitt4 " 7ftttu#f ht(f<.J~ ')4.-cLt-- ;:/ 'I-Ia)) ":"t'cnJ -~J } -)I)~fJ .102 1199 . .- .. ! ," ~~~ ::'=1< "" 0-:' .. U ~ t,: ~ ~3 ~, 0., 1~~ ". :1:0, I"- '::'z :r:~ \.J' -: - n".J 1.;1.:- >- n:a: \JJl~J Ow D\- ~ 'CD ",,,, "x: 0<;; "'=> Uw Cl ~<.) ~<>: 5'0 <.) 21 - 81 - 228 RENUNCIATION In Re Estate of Mary J. Melly deceased, To the Register of Wills of Cumberland County, Pennsylvania, The undersigned Hilliam Hamilton, Grandson of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters of Administration d.b.n.c.t.a. be issued to David P. Perkins, Esquire WITNESS /Mfi-! d hand this /;;;--14 day or:J1aMt",.. ,19..a6..... /}.f)L>V7 X~j~ (Signature) Hilliam Hamilton 221 South Fayette Street Mercersburg, PA 17236 (Addrcss) ~.-' , " ", ',I. v , ~ .. " a ' ' r.;"._ ~nc~ ~ ;~ ," -0 l:..IJ. 0:: <<- eC) ~~ or.:;: ~ "-..l Wl!.l ~ "'''' 01- Ow ",II> 'o:l 0- ~z u'" WW \D ,,,=> a::'" 1lO -,u u (Signature) (Address) (Signature) (Address) 'fY.1500 EX. 11'''1 !Z .. .. .. l:ll .. , ~~ III U.....~ wo....U :..<0 u'" .. ... III < iii! .... ..z 82 * COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE BUa.AU 0' IXAMINATION P,O, BOX 8327 HARRI5BURG. PA 1710.5 \ \ - ;;1 6\ ~ ,;J INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAll Heily, Nary J. SOCIAL SECURITY NUMBER DATE OF DEATH 2-28-68 1191, Original Rolurn 04. life Estate o 2. Supplemental Return o 40. Future Inlertnt Compromise FILE NUMBER 21-81-228 DECEDENT'S ADDRESS 217 South Penn Street Shippensburg, PA 17257 Cumberland Caun o 3. Rlmalndlr Return o 5. Federal Estatl Toa Rllurn Required _ g. Total Number a' safe deposit bo.e. 06. Decedent died testate 0 7. Decedent maintained a living trult A"ach copy of Will) (A"ach copy of trv.t) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME ADDRESS David P. Perkins, Esquire TELEPHONE NUMBER (71.7) 532-7388 z o S ::> !:: ... < U .. .. 1. Real Estate (Schedule A) ( 1) 2, 5tock. and Bond. (Schedule B) ( 2) 3. Closely Held Stack/Partnership Interest (Schedule C) (3) 4. Mortgages and Note. Receivable (Schedule D) ( 4) 5. Ca.h. Bank Depa.its & Miscellaneou. Personal Property( 5) (Scnedule E) 6. Jointly Owned Property (Schedule F) ( 6) 7. Tron.fers (Schedule G) (Schedule t) ( 7) B. Total Gross A..ets (total lines 1,7) 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) Expens.. (Schedule H) 10, Debt., Mortgage liabilities, tien. (Schedule I) (10) 11. Total Deduction. (Iotallines 9 & 10) 12. Net Value of E.tate (line 8 minus line 11) 13, Charitable and Governmental Beque.ts (Schedule J) 14, Net Value .ubject to tax (line 12 minus line 13) 15. Amount a' line 14 ta.able at 6% rate (15) (include values from Schedule K or Schedule M) 16. Amount a' line 14 ta.able at 15% rote (16) (include values from Schedule K or Schedule MI 17. Principal tax due (add to. from line 15 plus tax from line 16) 19. If line 19 is grealer than line 17, enter the difference on line 19. This i. the OVERPAYMENT. A. DC,~eck here if you are requesting a refund of your overpaym,ent. 20. If line 17 i. greater than line 18, enter the difference on line 20. This i. the BALANCE DUE. A. Enter the interest on the balance due on line 20A. B. Enter the total of line 20 and 20A on line 20B, Make Chock Payahll 'a: Rlgl.,.. of Will., Agln' ..BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH". Under p.nalti.. of perjury, I declare that I have examined this return, including accompanying "hedut.. and .Iotement., and 10 1M best of my knowlldge and beli.I, it Is true, corred and complet.. I declare that all reol estate has been repor1.d at true market value. Declaration of preporer other than tM p.nonal r.pr.nntati.... Is bas.d on alii formation of which preparer has any knowledge. " ~< '.s'Li7.'.uJ" 221 South Fayette Street, Mercersburg, PA '). -:3 - '6 \0 IGNAlURE Of PERSON RESPONSIILE fOR FILING RETURN ADDRESS OAT! Clara Stoner :), .1 - e G , \! ( "- SIGNATU.E B' PRE'AR~ OTlUR TijAN REPRESENTA IVE avid 1'. l'erKlns z o ~ .. ::> ... ::IE o u g 18. Total Prior payments: Amount Paid Oi$Count + MARK, HEIGLE & PERKINS 115 East King Street Shippensburg, PA 17257 CITY STAll! ". ) ";" ZIP " .: ~, :.,:, 4,478.11. ( 8) 4,478.11. 2,752.52 (11) 2,752.52 (12) 1,725.59 (13) (14) 1,725.59 1.725.59 )(.06 = 103.54 )( .15.. (17) 103.54 Interest (lB) (19) (20) (20A) (20B) US East King Street, Shippensburg, PA ADDRESS DAft . ,Rf!V.U11 EX_ tN'3) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESI DENT DECEDENT ESTATE OF SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ITEM NUMBER A. B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 1. 1. 2. 3. Nary J. Neily FILE NUMBER 21-81-228 DESCRIPTION Funeral Expenses: J. William Barbour Funeral Home - Reimbursement to be made to Clara Stoner Administrative Costs: Personal Reprasentative Commissions Clara Stoner Social Security Number of Personal Representative: 172 - 24 - 8451 Year Commissions plld Attorney Fees Nark, Weigle & Perkins Family Exemption Claimant Address of Claimant at decedent's death Relationship Probate Fees Register of Wills, Cumberland County - Letters of AdminrLstratj:on Misceilaneous Expenses: News Chronicle - Advertising Letters QIBAdrninistyation Cumberland Law Journal - Advertising Letters of Administration J. Paul Fogelsanger Insurance Agency - Administratrix Bond Nark, Weigle & Perkins - Notary Fees Linda K. Klein - Notary Fees Kenneth Hale Real Estate - Appraisal Register of Wills, Cumberland County - Filing Inventory, Appraisement, Statement of Debts and Deductions Register of Wills, Cumberland County - Filing Family Agreement Borough of Shippensburg - Outstanding Billing for Water, Sewer, and Refuse Nark, Weigle & Perkins - Reimbursement for Postage, Xerox Copies and Long Distance Telephone Calls TOTAL (Also enter on line 9. Recapitulation) (If more 'PIC. I, nlltd~ Insert additional ,huts of um. ,Ize' AMOUNT 460.00 375.00 750.00 24.00 17.00 18.00 20.00 6.00 6.00 40.00 15.00 50.00 946.52 25.00 $ 2,752.52 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } u: Clara Stoner b.ing duly sworn according to law, deposes .nd soys that 'he is the Administratrix 01 the Estete 01 Nary J. Neily late 01 ___..__~~~p"~':.n.:'~_u_r~, _Boro:'j\~___.. , Cumberl.nd County, Pa., d.c....d and thet the within is an inventory made by her " the uid Administratrix 01 the .ntire .stat. 01 said decedent, consisting 01 ail the personal prop.rty and r.al .stet., ..c.pt r.al .stat. ouhid. the Commonw.alth 01 Pennsylvania, and that the ligures opposite each item 01 the Inv.ntory r.pr.s.nt it's lair valu. es 01 the dol. 01 decedent's death. I I I Sworn to and subscribed belore me, )< I (i 14/U /JJ;;;pA-/ E....!o,. . Ad",inht,II~, Clara Stoner, Aamln1s~ratrlx 221 South Fayette Street f"~..3 '19('(, L~)..'~ Shlppenol>ulll, PA Cumbertend Counly My comm_ Explret Augu", 15. 1988 Nercersburg, PA 17236 Addrlu Oat. 01 O.ath 28 February Month 1968 Day Vear INSTRUCTIONS I. An inv.ntory must be liIed within three months alter appointment 01 p."onal reprosentetiv.. 2. A suppl.ment inventory must be Iiled within thirty days 01 discovery 01 additional a".h. 3. Additional sh.ets may b. atteched as to personalty or realty 4. S.. Articl. IV, Fiduciari.s Act of 1949. cO ;1\ ~;l ;~':f~~ ~';g ,',' ,,;., :'1 -v .c OJ) 0 0 .,; Q) ~ ... ... w 0 ~ 'M ~ ~ '" ... '" . 0 w ~ >. . 0' <Xl a.. rl OJ) U . Ul N 8 0 VI ..... ... . '" w ,.. N W W Q) 0 C I J: '" ;:;: .c . . a.. ... . c: rl ... .... u. Ul ~ Ul ~ <Xl Z ;1i 0 " a.. " 0 u. .... == I L1l <( ~I Q) 'M .-i 0 0. i "" < N > Z '" 0. ... Z 0 'M c Q) C 0 VI Z .c 0 o. 0 '" ;:;: '" 0 Z w <( ... a.. "0 a.. c . '" ... ;: 'M 0 . > A "0 .... '" . E ..! 0 <=> + . 0 0 .... 0 u: CD , ,I I I I I 1 I I I I I I I I i , I I ! REV. 1547EX (01-88) fVJ,c'tJ.~ :..---- COlolMOJolWEA1TH OF PENNS\'lVAHIA NOTICE OF INHERITANCE TAX ~~;:~~M~~TIH~IV~~~:t'(~(A)([S APPRAISEMENT I ALLOWANCE OR DISALLOWANCE ACN 101 ',0, 'ox "" OF DEDUCTIONS, AND ASSESSMENT OF TAX ~""IS'URC, PA '"'' DATE .21:10-86 ESTATE OF MElLY MARY J FILE NO. 21 81-0228 OATE OF DEATH 02-28-68 COUNTY CUMBERLAND NOTE: ~O INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYA8LE TO "REGISTER OF WILLS, AGENT II . DAVID P PERKINS MARK ETAL 115 EKING ST SHIPPENSBURG PA 17257 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE Amount Remitted to Register of Wills CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - .. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - . , NOTICE OF INHERITANCE TAX APPRAISEMENT, REV. 1547EX (01-88) ESTATE OF MElLY MARY ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 'ACN 101 DATE 03-10-86 J FILE NO,21 81-0228 g, Funeral Expensos/Administrative Costs/Miscellaneous Expenses (Schedule Hl , Q. Debts/Mortgage liabilities/Liens (SChedule l) 11. Total Deduction~ 12. Nel Value of Tax Return , 3. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was Issued previously. 1Ir18s 14. 15 end/or 16 and 17 will reflect figures that Include the total of ,all returns assessed to dat... ASSESSMENT OF TAX: 15. Amount of line 14 t.xable at 6% rate , 6. Amount of Ime 14 t.xable at 15% rate 17. PrinCipII Tax Due "TAX CREDITS: TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN 8ASEO ON: ORIGINAL RETURN 1. Real Estate tSchedule AI 2, Slocks and Bonds (Schedule B) 3, Closelv Held Stock/Partnership Interesl (Schedule C) 4. Mortgages/Noles Receivable (Schedule Dl 5. . Cash/Bank Deposits/Misc. Personal Property (Schedule El 6: JOlntlv Owned Proper tv ISchedule F) ~,7. Tr.nsfers (Schedule G) 8. Total Assets /',j APPROVED DEDUCTIONS AND EXEMPTIONS: ;"':'- PAYMENT DATE RECEIPT # DISCOUNT (+1 INTEREST H I CHANGED I 11 .00 ( 2) .00 I 31 .00 14) .00 I 5) 4,478:11 I 61 ,00 I 71 .00 ( Bl 4,47B,l1 191 110J 2,752.52 .00 I't) 1121 t 13) t141 2,752,52 1,725,59 ,00 1,725,59 (15) 116) 1,725.59 ,00 X,06- ,X,15- ('71 103,54 .00 103,54 AMOUNT PAID INTEREST 15 CHARGED FROM '05-29-'69 TO 03-25:"86' A'!' THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.- . IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST lIF BALANCE DUE IS LESS THAN 51 'TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 207,89 OR IS RFFLECTEO AS A 'CREDIT' (CR), NO PAYMENT IS REOUIRED) NOTICE OF INHERITANCE TAX ACN APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ~~~_,l.....~~~_~~~_.,~"~c.~"c,~~~""~,.~~_=,!l/lcE ~9}...:19~!!.6~~ MARY J FILE NO. 21 81-0228 "_______h___C04~!Y.._CJit1I2.~RL]iliP YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO "REGISTER OF WILLS, \ REV. 1547EX (01-B6) ~. ~ ' ~" ,,;1~,~1 r...;t..w:5~.A' , C()~"'O~Wf.AI TII Of rE~NSVI VAlli A DEPARTMENl or RUENlIl. [lURE AU or 1NOh'IOUt.( IAlI.ES r,o nox flJl1 ~AflqISllllllG, Pt. 171O!, ESTATE OF MElLY DATE OF DEATH 02=.2J1=.68 NOTE: TO INSURE PROPER CREDIT TO PAYMENT TO THE REGISTER OF AGENT II . DAVID P PERKINS MARK ETAL 115 EKING ST SHIPPENSBURG PA 17257 101 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE Amount Remitled to Register of Wills gl,l~ ,A.!-9~~_~HJ~ _L!N.E___ c _--::_ .!'l~!~I~,L~~ER_ !'9~!19~,F.O_R, Y9lJ~,R.E.c9!l!>S ,~__ _._,____ _ ___ NOTICE OF INHERITANCE REV. 1547EX tOI-861 ESTATE OF MElLY J FILE NO.21 81-0228 TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARY TAX RETURN WAS: I X 1 ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTER~~~~8EVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, Real Estate (Schedule A} 2. Stocks and Bonds (Schedule Bl 3. Closely Held Stock/Partnership Interest {Schedule Cl 4, Mortgages/Notes Receivable (Schedule 0) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule Fl 7. Transfers (Schedule Gl 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule Hl 10. Debts/Mortgage Llabllilles/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines reflect figures that include the total of _all ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rale 16. Amount of hne 14 taxable at 15% rale 17. PrinCipal Tax Due TAX CREDITS: ACN 101 DATE 03-10-86 1 CHANGED I II .00 I 21 .00 131 .00 t 41 .00 151 4,478.11 I 51 .00 I 71 .00 181 4,478.11 191 2,752.52 1101 ,00 (11) (121 (131 (141 14, 15 and/or 16 and 17 wi 11 returns assessed to date. 2,752.52 1,725.59 .00 1.725,59 1- DISCOUNT (+1 ~I I INTEREST H ... I L c INTEREST IS CHARGED FROM 05-29-69 TO 03-25-86 bTOTAL TAX CREDIT ,AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM.' I INTEREST . IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION r OF ADDITIONAL INTEREST ' TOTAL DUE 207.89 (IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTEO AS A "CREDIT" (CRl, NO PA VMENT IS REOUIREDI PAVMENT DATE RECEIPT # I I __---1 1151 (15) 1,725.59 .00 X,05= X,15= 1171 103.54 .00 103,54 AMOUNT PAID .00 103.54 104.35 ':":1 ::p'! RESERVATION: Estates of decedents dYIng on or before December 12. 1982 -- If any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) benefiCiaries of the decedent after the expiration of any estate for life or for years. the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 1740 of the Inheritance and Estate Tax Act. Act 255 of 1982 (72 Pa, C.S. Section 1740l. PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills. --Address information IS listed on page 13 of the booklet. "Instructions for Inheritance Tax Return for a Resident Decedent" --Make check or money order payable to: REGISTER OF WILLS, AGENT. REFUND (CR): A refund of a tax credIt. whIch was not requested on the Tax Return. may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (Form REV-1313). Applications are available .at the Office of the Register of Wills. any of the 24 Revenue District Offices. or from the Department's Forms Service Unit 24 hour Forms Ordering telephone hnes in Harrisburg - (717) 233-3443, in Philadelphia - (215) 351-2065, 01 In Pittsburgh - (4121 565-360 " OBJECTIONS: Any party in interest not satis fled with the appraIsement. allowance or disallowance of, deductions. or assessment of tax (including discount or interest) as shown on this Nottce may object within sixty (60) days of receipt of this Notice as follows: --by written protest to the Department of Revenue. Board of Appeals. P.O. Box 1874. Harrisburg. PA 17105 OR - -by election to have the matter determined at the audit of the account of the personal representative OR - -by appeal to the Orphans' Court. ADMIN- ISTRA TIVE CORRECTIONS: Factual errors dIscovered on this assessment should be addressed in wTltlng to: PA Department of Revenue. Bureau of Individual Taxes. P.O. 80x 8327. Harrisburg. PA 17105. ATTN: Post Assessment Review Unit (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death. a five percent (5%) discount of the tax paid IS allowed, INTEREST: Interest IS calculated on a daily baSIS at the following rates: Delinquent Date Interest Rate 5/27/43 to and Including 12/31/81 6% 1/1/82 to and including 12/31/82 20% 111/83 to and including 12/31/83 16% 1/1/84 to and including 12/31/84 11% 1/1/85 to and including 12/31/85 13% 1/1/86 to and including 12/31/86 10% --Taxes that became delinquent on or before December 31, 1981 will maintain delinquent balance is paid 10 full. --Taxes that became delinquent on or after January 1. 1982 are subject to a variable interest rate that changes each calendar year. --Interest is calculated a~ 1ollows: Daily Interest Factor ,000164 ,000548 ,000438 ,000301 ,000356 ,000274 a constant interest rate until the INTEREST ' BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent wli! reflect an interest calculation to fifteen (15) days beyond the date cf the assessment. 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".J rc'\ .., Summary of Account Fiduciary Current Acquisition Page Value Value Proposed Distribution to Beneficiaries E-7 1,418.70 1.418.70 Principal Receipts E-3 4,478.11 Less Disbursements: Debts of Decedent E-4 946.52 Funeral Expenses E-4 460.00 Family Exemption E-4 00.00 Administration Expenses E-4 320.00 Federal and State Taxes E-5 207.89 Fees and Commission E-5 1,125.00 3059.41 Balance before Distributions 1,418.70 Distributions to Beneficiaries 00.00 Principal Balance on Hand E-5 1,418.70 Income Receipts E-6 00.00 Less Disbursements E-6 00.00 Balance before Distributions 00.00 Distributions to Beneficiaries E-6 00.00 Income Balance on Hand 00.00 Combined Balance on Hand 1,418.70 I !~h' ~tt~: P,',G:. .~lG9 E-2 MARK. WEIGIF. AND PEHKINS - A1TORNEVS AT LAW - 115 EAST KING STREET - StilPPENSBURG, PA. 17t!57