HomeMy WebLinkAbout01-0624
Social Security No.
049-20-9927
PETITION FOR PROBATE and GRANT OF LETTERS
No~- 1.~c.J
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
II
Estate of
also known as
John B. Murphy
The petition of the undersigned respectfully represents that:
II
Your petitioner(s), who is/are 18 years of age or older and the ex. c~tor
in the last will of the above decedent, dated cf.~7 "pt!). 19"'?r "-La:.
and codicil(s) dated N/A /
named
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania,
with his last family or principal residence at
604 Burgners Road, Lower Frankford Township, Cumberland County, Carlisle, Pennsylvania
(list street, number and municipality)
Decedent, then 73. years of age, died June 26, 2001
at Holy Spirit Hospital, E. Pennsboro Twp, Cumberland County
Except as follows, decedent did not marry, was not divorced and did not have a chil~ born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: No Exceptions
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 604 Burgners Road, Lower Frankford Township
Cumberland County. PennsYlvania
$ unestimated
$
$
$
Total: (Estimate)
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
$110,000.00
$110,000.00
thereon.
~o~u~h~~
305 North Fayette, Apt. F
Shippensburg P A 17257
UATH Uf!' l'~H~UNAL HKPH~~NTATIV~
COMMONWEA TLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are
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 well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this 3rd day of
~ J~.~l. ~,~ ~
. LUt..4J J4.k.. Z .
~~: .WIS I egister
I~ --c!JLj' -;(
rV\~ ~ n~
'_J"\<;..QJ'\<;
'~;:'h~IO('is to certifY that the information here given is correctly copied from an original certificate of death dul~ filed with
I IS I R' The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
"oca eglstrar.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
No.
li....~. ~~~
Local Registrar
Fee for this certificate, $2.00
p
7402699
JUN 2 9 2001
Date
Hl05. :4JAev 2/17
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
'NT
:HT
,.
NAME OF DECEDENT IF".. MIOdIe, i,....
,.
John B. Murphy
SEX
.. Male
STAtE FILE: l\IUMel[~
SOCIAL SECURITY NUMBER
AGE llast 8ir1na.v)
UNOEA 1 YEAA
......". Doys
UHOER 1 DAY
Hourt ! Minu'..
3.049
- 20
~ ;).C1IJ/
73 v"
BIATHPlACI {C~ and PlACE'" DEATH lCtIecA my /)I"e - .... 'l"IS1fuChOns on Olt'er ,.,..
SIa.. Of FcreoonCcunrrYl HOSPtTAL:
....-lSl-
7. ...
FACR.rTY NAME fll nollnSf1l\Jhof'l. gwe SI'Nt and nomberl
=.,.,0
COUNTY OF OERH
al'
Cumberland
...E.
DECEDENT'S USUAL OCCUMIOH
t~~~.:':o~=~:i'
".. Master Sergeant ...!-IS Marine Corp
DECEDENT'S MAILING A~ESS {$tfM!, CItyIfown. s.... ZIpCooel DECEDENT'S
ACTUAL
RESIDENCE
rs......F'\.CllOI'\8
onOlhetStOeI
KIND OF BUSINESS/INDUSTRY
1..
White
604 Burgners Rd.
,.. Carlisle, PA 17013
'....HER.SNA"E'..a"<ldOocoa' Francis Murphy
17.. St.t.
PA
MARfTAl. STATUS. Married
NhetM8fTiecI. W~.
0Ml0e.. _.,.,
... Widowed
"c.19 ,..._.....in Lower
SURvtVINQ SPOuSE
(JI....... 9fve ma.o.n t"I8iFTIel
1.
17b.
""
...-
hoeir,.
Cumberland -lp' 17..0 :... "'=".:: of
MOTHER'S NAME iFIlS!. MICklIe. MalOenScMl'lame) Clara Link
...
ra
or
"'"
...,-.
11.
INFORMANT's NAME (T ypWP'infJ
-. Michael J. Mur h
Mf:THOO OF DISPOSITION
s...n.tXlc,em8liotlO
00... _.,.
11.
INFQRMANT"S MAIUNQ AOORESS ($(reel. CityITown. State. Zip Code)
... P.O. Box 1, Shippensburg, PA 17257
PLACE OF OISPOSfTlOH. Name Of Cemelery. Crematory l.OCnlOH . CitylTown. 51.'., Zip c.o.,.
01 Othet PtK.
Indiantown Gap Nat'lCemete
21c.
Annville, PA 17003
LICENSE NUM8Efl
"". 010343-L
2141.
NA"EANOAOORESSOFFACILiTY Hoffman-Roth Funera Home
~. N Hanover St. Carlisle PA 17013
lICENSE NUMeeR DATE $tGNEO
(Monr.. o.v. "8aft
DATE ProNOUNCED DEAD (M~, Day, Yean
2'. j:~ 5 ". ...~l..l.n e. ~40 ).. vol
27. It...wr I: Em.' rhe diM..u, il'llUl'ies Of compttc.li!::JN..hieh ~used lhe c:Je.lh. Do notanl_lhe modf 01 dying. such.$ cardiac I)( ,espi,aIOf'( anesl. shock Of hurt '.f1u,.
ListOf'ltyOMC.l.IMOl'l.KhIine
23b. :Dc.
YMS CASE AEFERAEO TO MEDiCAl EXAMINERtCORONEA?
"'-iff
NeD
H.
I ApproxilNla
:int"""~n
I 0fIMt and dHlh
b~s I
PART II:
Olha, signiflcl.nl COI'IdMioN tonIributln9lO ciIIa'h. bul
1'lCM.'"""in9 il"IlM ~~UM giwen in PAFIT I.
"Q-;
W!:RE AUtOPSY FINOtNGS
A\M.1l.ABLf PRtOfIt 10
CQMPl.ETtOH OF CAUSE
OF DEATH?
MANNER OF DEATH
Nalur81
~
DATE OF INJURY
(Man"'. Day, Year,
TIME OF lNJuAv
INJURY AT 'NOAK1
DESCfU8E HOW INJURY OCCURREO,
HomOde
D
D
o ~.CE OF INJURY. At homa.I.'m. U;..I.I8Clorv, offlca ""'.
building. "c, ISpecM
_.
,.. 0 NoD
,.. ~ NOD
2... 2.b.
CE:wrl~IEFltC"'ac:kon;.,ClrIa1
'CEIITIF'VING PHYSICIAN fPtlY'5e.an CPfllfytng cause Oll>>a\tl wtletI anol"6f phvsc.an has ptonovnced dea'" ana compleled l1em 231
To the best of 1ft, knowleodga. d..th occu",", due to the caus.f.) and mann.,.. .t.tH. . . . . . . . .
Accident
P.~ Irwesligelk)n
-fIC
NeD
Suicide
o
Coutd noc be dtttemllned
DATE SIGNED (Man." De.,.. Vutl
"C. MD 037459-L "."June 28, 2001
NAME AND ADDRESS OF PERSON WHOCOMP1..ETEOCAUSE OF DEATH
("emmT...",p"., l..Jub.sA Stflr.l\(O\J ie.
o 797 Poplar Church Rd.
32. Camp Hl11, PA 17011
...
'PRONOUNCING AND CERTIFYINQ PHYSICIAN fPh'fSICtan bol~ ;.lIOf"lQUnc:lflg Oulh and cerhf.,.'"Q1O cause Of dea,"l
To Itt. bltsl of my kttQwl.cJ.;". de-..tlt oc:cuned allhlt l1me, dale, ams place. and ch..elo lit. cau.e(s).nd m.nf\.,., Ilaled
..../'-
'UEDICAl EXAMINER/CORONER
On the b..is or e..minallon andlOf' invesUg.lion. in my opinion, death occurred II 'tie tim., dll., and place. and due to the causac.) .nd
"'a""".. .'at.-d.. , ...,. . . .. . ......,.,...... ...........,.......,..,. .,. ..,.....,.....,......., ........
31..
REGISTRAR'S Sl(iNATuRE AN
~
~. ~eu..~
~ I ~il 0 I
DATE FILED lMonltl Oay_ Vltan
cJ ~t\e ~. a..to \
,
,..
LAST WILL AND TESTAMENT
OF
JOHN B. MURPHY
I, JOHN B. MURPHY, Social Security Number 049-20-9927, of the
Commonwealth of Pennsylvania, declare that this is my LAST WILL AND
TESTAMENT and I revoke all other wills and codicils previously made by
me.
FIRST: I appoint my son, MICHAEL JOHN MURPHY as my Personal
Representative concerning this will. If my son, MICHAEL JOHN MURPHY is
unable or fails to serve, I then appoint my daughter, SUSAN CAROL
GREVING to serve as my Personal Representative.
a. I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any court, except as required by law. I direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to have ancillary administration of my estate in any jurisdiction where
my Personal Representative is unable or does not desire to qualify as
ancillary legal representative, I appoint as such ancillary legal
representative such individual or corporation as my Personal
Representative shall designate, in writing.
b. I direct my Personal Representative to pay the expenses
of my last illness, the expenses of a funeral appropriate to my station
in life and custom of living (including a suitable monument or marker
for my grave), and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Representative shall deem appropriate.
c. All estate, inheritance, succession and other death taxes
with respect to all property passing under this my will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon after my death as may be practicable, and to payor
deliver every legacy or bequest to my beneficiaries without waiting any
time that may be believed to be customary in probate matters.
/l
('l~ ~~
PAGE 1
OF 4 PAGES
~LtiR-
e. I have served in the Armed Forces of the united States.
Therefore, I direct my Personal Representative to consult with a Legal
Assistance Attorney at the nearest military installation and with the
Department of Veterans Affairs and the Social Security Administration
to ascertain if there are any benefits to which my family members are
entitled by virtue of my military service.
f. I may leave a letter of intent with the executed copy of
this will for the purpose of giving guidance to my Personal
Representative concerning the distribution or sale of certain items of
my property. I request, but do not require, that my Personal
Representative honor my wishes therein expressed.
SECOND: I give, devise and bequeath, absolutely and forever, all
of my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my son, MICHAEL
JOHN MURPHY as his sole and absolute property if he shall survive me.
THIRD: In the event that my son, MICHAEL JOHN MURPHY, shall not
survive me, I give, devise and bequeath, absolutely and forever, all of
my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my daughter,
SUSAN CAROL GREVING as her sole and absolute property if she shall
survive me.
FOURTH: In the event that all previously named takers under this
will shall not survive me, I give, devise and bequeath, absolutely and
forever, all of my estate and property of which I may be seized or
possessed, or to which I may be entitled, at the time of my death,
wherever situated or of whatever nature, be it real, personal, or
mixed, to my grandchildren, BRITTANY ALEXANDRA MURPHY and CODY RYAN
MURPHY, or to the survivor, in shares of substantially equal value, to
be divided as they may agree. If they are unable to agree, the division
shall be made by my Personal Representative, in that person's sole and
absolute discretion. I empower my Personal Representative to sell any
or all of such property, if such property is not distributed in kind
hereunder, and to distribute the proceeds among the persons named in
this paragraph, or the survivor, in substantially equal shares. Any
determination of my Personal Representative as to what should pass or
be sold under this paragraph and to whom it should pass or be delivered
or at what price it should be sold shall be conclusive.
r;r~1 ~. }v~~
'- ,
PAGE 2
OF 4 PAGES
~.:bi-f/l/-
FIFTH: If any beneficiary to any share of my estate which is not
subject to the provisions of any trust which may be created by this
will is at the time of distribution of his or her share, a minor under
the laws of his or her domicile, I direct that the minor's share be
converted into qualifying property and delivered to my daughter, BRENDA
KAY SHIRK as Custodian for the minor under the Uniform Gifts to Minors
Act or the Uniform Transfers to Minors Act as may then be in effect in
either the state in which the beneficiary or the Custodian resides, or
any other state of competent jurisdiction.
a. The Uniform Gifts to Minors Act or The Uniform Transfers
to Minors Act, as may then be in effect in the state concerned, is
hereby incorporated by reference. The property affected by the Act
shall be managed, held, and distributed in accordance with the
provisions of the Act.
b. The financial custodian will serve without bond or surety
and without intervention of any court, except as required by law.
c. The receipt by the Custodian, for the minor, of any
principal or income transferred pursuant to this paragraph shall be a
full acquittance and discharge of my Personal Representative or
Trustee, as applicable, from liability with respect to such transfer
and from further accountability for the principal or income so
transferred.
SIXTH: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not. Insofar as I
have failed to provide in this Will for any of my issue now living or
later born or adopted, such failure is intentional and not occasioned
by accident or mistake.
SEVENTH: Any beneficiary who fails to survive until thirty (30)
days after my death shall be deemed to have predeceased me, and the
gift to that beneficiary shall be disposed of accordingly.
EIGHTH: The term "Personal Representative" as used in this Will
means Executor, Executrix, Independent Executor, or any other title of
like import which is used to describe such a fiduciary.
r- ~h~~
PAGE 3 n L -.J) r\ td/!
OF 4 PAGES .J1:2l!::::: -LJ.L -r-
NINTH: In addition to any powers granted by the laws of the state
in which this will is probated, I hereby authorize and empower the
fiduciaries named in this will, to the extent of the discretion herein
granted, to sell, exchange, convey, transfer, assign, mortgage, pledge,
lease or rent the whole or any part of my real or personal estate, to
invest, reinvest, or retain investments of my estate, to perform all
acts and to execute all documents which my fiduciaries may deem
necessary or proper in regard to my property. If any of my fiduciaries
elect to receive compensation for services, such compensation will be
that allowed by law.
TENTH: If any part of this will shall be invalid, illegal, or
inoperative for any reason, it is my intention that the remaining
parts, so far as possible and reasonable, shall be effective and fully
operative. My Personal Representative may seek and obtain court
instructions for the purpose of carrying out as nearly as may be
possible the intention of this will as shown by the terms hereof,
including any terms held invalid, illegal, or inoperative.
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
this 30th day of January, 1995, set my hand and seal to
this my LAST WILL AND TESTAMENT, consisting of 4 typewritten pages,
each page bearing my handwritt signature.
~
MURPHY
(SEAL)
The foregoing instrumen was, at Carlisle Barracks, Pennsylvania,
this 30th day of January, 1995, signed, sealed, published and declared
by JOHN B. MURPHY, the testator, to be his LAST WILL AND TESTAMENT in
the presence of all of us at one time, and at the same time we, at his
request and in his presence and in the presence of each other, have
hereunto subscribed our names as attesting witnesses, and we do so
verily believe that the said testator is of sound and disposing mind
and memory at the date hereof.
t)d-~ ;j~
OF ~'.s1~. /19- 0
I
/70/3 /7013
9~iJ h~
PAGE 4 11, Y!1 Il/H
OF 4 PAGES ~~ ~
COMMONWEALTH OF PEHHSYLVABIA
COUNTY OF CUMBERLAND
ACKROWLEDGMEHT
I, JOHH B. MURPHY, testator, whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument as my
Last Will; that I signed it willingly; and that I signed it as my free
and voluntary act for the purposes therein expressed.
~~~~
AFFIDAVIT
we,~~ '(\'\\I\Ls , ESm Gt::C)~r;e- , and
')Q~~ ~\~r , the witnesses, sign our names to this
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testator sign and execute the
instrument as his Last Will; that the testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testator signed the will as a witness; and that to the best of our
knowledge the testator was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence
~~ ~b, /J~
witness witness wit
(SEAL)
Subscribed, sworn to and acknowledged before me by JOHH B. MURPHY,
the testator, and subscribed and sworn to before
~N.. "\\ 4~
~l~
me
by
,
Esfe~
(?C()~
, and
, the witnesses, this 30th day of January,
1995.
(~OT(fy~
My Commission E
Notarial Seal
Kim C. Guyer. Notary Public
Carlisle Boro, Cumberland County
My OQmmlllslon Expires Nov. 10. 1997
i'i.inm:;.y van a Association of Notaries
E
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: JOHN B. MURPHY
Date of Death: June 26, 2001
Will No.
Admin.No. 21-01-0624
To the Register:
I certify that notice of (beneficial Interest) estate administration required
by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on:
Name
Address
Glenn David Murphy
Brenda K. Shirk
Michael John Murphy
Susan C. Greving
Jeffrey L. Murphy
95315 Kailiula Loop, Mililani HI 96787
2060 George II Highway 87, Bolivia NC 28422
305 N. Fayette, Apt "F", Shippensburg PA 17257
18603 Autumn Mist Drive, Germantown MD 20874
2958 Lone Tree Court, Leland, NC 28451
Notice has now been given to all persons entitled thereto under Rule 5.6)a)
except NO EXCEPTIONS
Date: July 11, 2001
~:;.Q</~
Signature
Name: Stephen D. Tiley
Address: 5 South Hanover Street
Carlisle PA 17013
Capacity:_ Personal Representative
-X Counsel for personal representative
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BU~U OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
/b- J4/-Jv
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 01-0624
01140639
09-06-2001
REV-1545 EX AFP 109-DOl
EST. OF JOHN B MURPHY
5.5. NO. 049-20-9927
DATE OF DEATH 06-26-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
o CHECKING
D TRUST
00 CERTIF.
MICHAEL J MURPHY
-APT F
30! N FAVCTTC-
SHIPPCNSBYRG PA 172S7
60 l..\ (l v ~G.)0 f R.s. R.d
C ~ r \. .> \ e ? A I'" 0 ')
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FCU has provided the Depart.ent with the infor.ation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the CO..onwealth
of Pennsylvania. Questions .ay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 103325-41 Date 08-04-1988
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
51,380.44
50.000
25,690.22
.045
1,156.06
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice .ust accoepany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax pay.ents are .ade within three
(3) .onths of the decedent's date of death,
you .ay deduct a 570 discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after the date of death.
Tax
PART
[!]
he above infor.ation and tax due is correct.
1. You .ay choose to re.it pay.ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of
Wills and an official assess.ent will be issued by the PA Depart.ent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. [] The ebove esset has been or will be reported and tax paid with the Pennsylvania Inheritance Tex return
to be filed by the decedent.s representative.
C. [] The above infor.ation i~ incorrect and/or debts and deductions were paid by you.
You .ust co.plete PART ~ and/or PART ~ below.
If you indicate a different tax rate, please state your
relationship to decedent:
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PART
~
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts I
complete to the best of my knowledge and belief.
f"'\~ [\ A..AP-
TAXPAYER IGlJTUR~~
I
$
have reported above are true, correct and
HOME ("7 II ) ~"\ 4-b!.o~
WORK ( )
TELEPHONE NUMBER
,-~~.o\
DATE
COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT. 280601
HARRIS8URG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MURPHY MICHAEL JOHN
604 BURGNERS ROAD
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 049-20-9927
FILE NUMBER: 21-2001- 0624
DECEDENT NAME: MURPHY JOHN B
DATE OF PAYMENT: 09/25/2001
POSTMARK DATE: 09/24/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/26/2001
NO. CD 000309
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
01140639 I $1,098.26
I
I
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I
TOTAL AMOUNT PAID:
$1,098.26
REMARKS: MICHAEL J MURPHY
CHECK# 1234
SEAL
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
B~AU OF INDIVIDUAL TAXES
DElfT. 280601
HARRISBURG, PA 17128-0601
'*
1&-- ;It-f J
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
2..
REY-lS45 EX AFP <09-00)
FILE
ACN
DATE
NO. 21 01-0624
01140632
09-06-2001
EST. OF JOHN B MURPHY
S.S. NO. 049-20-9927
DATE OF DEATH 06-26-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
D CHECKING
o TRUST
[X] CERTIF.
MICHAEL J MURPHY
APT r
385 N rAYCH-[
SHIPPCNSBYRB -PA- 172!i1
10 o'-\. \$ u R.t,;. J-.) t' ~ S. ~.
C~r\;~\~i PA 110\3
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
MEMBERS 1ST FCU has provided the Depart.ent with the infor.ation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the C~monweal~h
of PennSYlvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 103325-40 Date 12-29-1999
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
10.693.59
50.000
5.346.80
.045
240.61
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice .ust acc~pany your
payment to the Register of Wills. Make check
payable to: ~egister of Wills, Agent".
x
NOTE: If tax pay.ents are made within three
(3) months of the decedent's date of death,
yoU .ay deduct a 57. discount of the tax due.
Any inheritance tax due will beco~ delinquent
nine (9) months after the date of death.
Tax
PART
rn
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
c=J The above information and tax due is correct.
1. You may choose to remit pay~nt to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you may check box "A" and return this notice to the Register of
Wills and an official assessment will be issued by the PA Department of Revenue.
c=J The above asset has been or will be reported and tax paid with the PennSYlvania Inheritance Tax return
to be filed by the decedent's representative.
~he above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
PART
@]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate. please state your
relationship to decedent:
PART
@]
TAX RETURN - COMPUTATION
LINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on Line 5 of Tax Computation)
I
$
Under penalties of perjury. I declare that the facts I
complete to the best of my knowledge and belief.
have reported above are true. correct
HOME ( ., ,., ) ~ Lt "I - t;, " D 5"
WORK ( )
TElEPHONE NUMBER
and
;"'\.~~ Q,~
TAXPAYE 51 ATURE ~
'1-dt..\ -0\
DATE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MURPHY MICHAEL JOHN
604 BURGNERS ROAD
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 049-20-9927
FILE NUMBER: 21-2001- 0624
DECEDENT NAME: MURPHY JOHN B
DATE OF PAYMENT: 09/25/2001
POSTMARK DATE: 09/24/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/26/2001
NO. CD 000311
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
01140632 I $228.58
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MICHAEL J MURPHY
CHECK#1233
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$228.58
MARY C. LEWIS
REGISTER OF WILLS
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COMHONWEALTH OF PENNSYLVANIA
~PARTHENT OF REVENUE
~REAU OF INDIVIDUAL TAXES
DEPT. l80601
HARRISBURG, PA 171l8-0601
*'
16 - QLfI- d.
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 01-0624
01139414
09-03-2001
REV-154S EX AFP lD9-DDI
EST. OF JOHN B MURPHY
5.5. NO. 049-20-9927
DATE OF DEATH 06-26-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
D SAVINGS
!Xl CHECKING
D TRUST
D CERTIF.
MICHAEL J MURPHY
~ BBX 1
SIHPPENUl:IR& -P-A- 17257
COO,-\ \3u:<..b,uLRS Re'.
Lo..r- I.s. \e PM 1/0 '3
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MEMBERS 1ST FCU has provided the Depart.ant with the infor.ation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a COpy
to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth
of PennsYlvania. Questions.ay be answered by calling (717) 787-83l7.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 103225-11 Date 07-22-1988
Established
Account Balance
Percent Taxable
Amount Subject to
Tax Rate
Potential Tax Due
x
8,286.42
50.000
4,143.21
.045
186.44
TAXPAYER RESPONSE
To insure proper credit to your account, two
(l) copies of this notice .ust 8cco.pany your
pay~nt to the Register of Wills. Hake check
payable to: "Register of Wills, Agent".
x
NOTE: If tax pay.ents are .ade within three
(3) .onths of the decedent.s date of death,
you .ay deduct a 57. discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) aonths after the date of death.
Tax
PART
ill
he above inforaation and tax due is correct.
1. You aay choose to reait paY8ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you aay check box "A" and return this notice to the Register of
Wills and an official assessaent will be issued by the PA Departaent of Revenue.
[CHECK ]
ONE
BLOCK
ONLY
B. [J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent.s representative.
C. [J The above inforaation is incorrect and/or debts and deductions were paid by you.
You aust coaplete PART ~ and/or PART ~ below.
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate, please state your
relationship to decedent:
PART
@]
TAX RETURN - COMPUTATION
lINE 1. Date Established
2. Account Balance
3. Percent Taxable
4. Amount Subject to Tax
5. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
OF
1
2
3
4
5
6
7
8
x
TAX ON JOINT/TRUST ACCOUNTS
x
PAYEE
DESCRIPTION
AMOUNT PAID
I
$
I
TOTAL (Enter on line 5 of Tax Computation)
Under penalties of perjury, I declare that the facts I
complete to the best of my knowledge and belief.
have reported above are true, correct and
HOME ("1\1 )d""-~/,O~-
WORK ( )
TELEPHONE NUMBER
~-.)i.i-O\
DATE
~R~I~~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MURPHY MICHAEL JOHN
604 BURGNERS ROAD
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 049-20-9927
FILE NUMBER: 21-2001- 0624
DECEDENT NAME: MURPHY JOHN B
DATE OF PAYMENT: 09/25/2001
POSTMARK DATE: 09/24/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/26/2001
NO. CD 000312
ACN
ASSESSM ENT
CONTROL
NUMBER
AMOUNT
01139414 I $177.12
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MICHAEL J MURPHY
CHECK# 1232
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$1 77. 1 2
MARY C. LEWIS
REGISTER OF WILLS
,...1.
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COM~WEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
to-J-~l-~
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 01-0624
01140633
09-06-2001
REV-1S45 EX AFP (09-001
EST. OF JOHN B MURPHY
S.S. NO. 049-20-9927
DATE OF DEATH 06-26-2001
COUNTY CUMBERLAND
TYPE OF ACCOUNT
[XJ SAVINGS
o CHECKING
o TRUST
o CERTIF.
MICHAel
)u:q.~ F
305
S PA 17257
100,-\ (3.l~r~^H~ \~c
Cc..\\.~\Q PA 1,013
I
MEMBERS 1ST FCU has provided the Depart.ent with the infor.ation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, yOU were a joint owner/beneficiary of
this account. If you feel this infor.ation is incorrect, please obtain written correction fro. the financial institution, attach a copy
to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co..onwealth
of Pennsylvania. Questions .ay be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 103225-05 Date 08-04-1988
Established
J MURPHY
REMIT PAYMENT AND FORHS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
Account Balance
Percent Taxable
AllOunt Subject to
Tax Rate
Potential Tax Due
x
68,789.72
50.000
34,394.86
.045
1,547.77
TAXPAYER RESPONSE
To insure proper credit to your account, two
(2) copies of this notice .ust acco.pany Your
pay.ent to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
x
NOTE: If tax pay.ents are .ade within three
(3) .onths of the decedent's date of death,
yOU .ay deduct a 5Z discount of the tax due.
Any inheritance tax due will beco.e delinquent
nine (9) .onths after the date of death.
Tax
PART
ill
A.
[ CHECK ]
ONE
BLOCK B.
ONLY
c.
~e above infor~tion and tax due is correct.
1. You .ay choose to re.it pa~ent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you .ay check box "A" and return this notice to the Register of
Wills and an official asses~ent will be issued by the PA Depart.ent of Revenue.
r=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
r=J The above infor.ation is incorrect and/or debts and deductions were paid by you.
You .ust co.plete PART ~ and/or PART ~ below.
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
lINE 1. Date Established
2. Account Balance
3, Percent Taxable
4. Amount Subject to Tax
S. Debts and Deductions
6. Amount Taxable
7. Tax Rate
8. Tax Due
PART
~
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
OF TAX ON JOINT/TRUST ACCOUNTS
1
2
3 X
4
S
6
7 X
8
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL (Enter on line S of Tax Computation)
I
$
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief.
HOME ("111 )a't". "oS'
WORK ( )
TelEPHONE NUMBER
",. dL\ -0\
DATE
~~h~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MURPHY MICHAEL JOHN
604 BURGNERS ROAD
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 049-20-9927
FILE NUMBER: 21-2001- 0624
DECEDENT NAME: MURPHY JOHN B
DATE OF PAYMENT: 09/25/2001
POSTMARK DATE: 09/24/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 06/26/2001
NO. CD 000310
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
01140633 I $1,470.38
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MICHAEL J MURPHY
CHECK# 1231
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$1,4 70.38
MARY C. LEWIS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 17 128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
TILEY STEPHEN 0
5 S HANOVER STREET
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 049-20-9927
FILE NUMBER: 21-2001- 0624
DECEDENT NAME: MURPHY JOHN B
DATE OF PAYMENT: 09/26/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/26/2001
NO. CD 000315
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,483.66
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: STEPHEN 0 TILEY
CHECK# 101
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$4,483.66
MARY C. LEWIS
REGISTER OF WILLS
~c.'\: - ~..:s. \<
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
STEPHEN D TILEY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
MURPHY
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership lnterest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
09-20-2004
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
101
'*
REV-1541 EK AFP (01-03)
JOHN
B
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
120.000.00
.00
.00
.00
6,819.00
.00
.00
(8)
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND C~~RT ~USE
CARLISLE, PA ;11013 ~
C'
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECOR&$ ~~
------------------------------------------------------------------------------------------~-----~--~----------
REV-1S47 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, AlLOWANC~R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX --
JOHN B FILE NO. 21 01-0624 ACN ,101 -JDATE09-20-2004
:::;t
N
W
\0
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
16,192.00
3.497.00
(11)
(12)
(13)
(14)
(9)
(10)
v'/ if.
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
126,819.00
19.689 00
107,130.00
.00
107,130.00
NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
107,130.00 X 045 = 4,821.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 4,821.00
TAX CREDITS:
I"AYMI:NI ""''''''....- l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-26-2001 CDOO0315 235.98 4,483.66
INTEREST IS CHARGED THROUGH 10-05-2004 TOTAL TAX CREDIT 4,719.64
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 101. 36
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 12.83
c TOTAL DUE 114.19
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
5
IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE \/ )
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) V~.
rllb-/bQ-Y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8060 1
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
'*
REV-485 EX AFP <12-DD)
KIM MARIE COX
1ST UNION NATL
123 S BROAD ST
PHILA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-01-2001
WALKER
06-22-2000
21 00-0624
CUMBERLAND
201
BARBARA
J
BANK
AlIOUnt R_i tted
fA 19109
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
RESISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
Rifv=4i~-EX--AFP--[i2:-60)-----.-i-NO-ficE--OF--jETE-RHIN-ATICiN-Aiij-A!fsEs!fMENY-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF WALKER
BARBARA
J FILE NO.21 00-0624
ACN 201
DATE 10-01-2001
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
4,575.80
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
4,575.80
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
I;b-/bS-~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8060l
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1541 EX AFP 112-DDI
KIM MARIE COX
1ST UNION NATL
123 S BROAD ST
PHILA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-24-2001
WALKER
06-22-2000
21 00-0624
CUMBERLAND
101
BARBARA
J
BANK
Amount Relli tted
'P'A 19109-1102
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4j-'Ex-AFP--fi'2-=ooY-iiioTic'E--oF-YNH'EifiTANcE-TAX-APPRAis'EiiEiiiT~--Aii.-owAircE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALKER BARBARA J FILE NO. 21 00-0624 ACN 101 DATE 09-24-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 98.500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2).00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6.542.20 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 768.107.69
8. Total Assets (8) 873,149.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
56,516.62
8.182.06
(11)
(12)
(13)
(14)
64.698 68
808,451.21
.00
808,451.21
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Allount of line 14 at Spousal rate (15)
16. Allount of line 14 taxable at lineal/Class A rate (16)
17. Allount of line 14 at Sibling rate (17)
18. Allount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
732,187.95 X 00 =
76,263.26 X 06 =
.00 X 00 =
.OOX 15 =
(19)=
.00
4,575.80
.00
.00
4,575.80
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-21 2001 AA478188 .00 4,575.80
TOTAL TAX CREDIT 4,575.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/b-~9'/-c:{
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT~ ALLONANCE OR DISALLONANCE
OF DEDUCTION~, AND ASSESS"ENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP [12-001
MICHAEL J MURPHY
604 BURGNERS RD
CARLISLE PA lr013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
11-12-2001
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
049-20-9927
01139414
JOHN
B
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-V=is4-i-EX--AFFi-fi1f:ooi------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-12-2001
ESTATE OF MURPHY
JOHN
B DATE OF DEATH 06-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0624
TAX RETURN WAS:
S.S/D.C. NO. 049-20-9927
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01139414
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
103225-11
TYPE OF ACCOUNT: () SAVINGS (~ CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 07-22-1988
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
8,286.42
0.500
4,143.21
.00
4,143.21
.45
186.44
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 03-27-2002-. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 186.44
INTEREST AND PEN. .00
TOTAL DUE 186.44
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRl, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT~ ALLOKANCE OR DISALLOKANCE
OF DEDUCTION~, AND ASSESS"ENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REY-150 EX AFP [12-011
MICHAEL J MURPHY
604 BURGNERS RD
CARLISLE PA 17813
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
11-12-2001
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
049-20-9927
01140633
JOHN
B
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-Y=is4-i-EX--AFP--fi2-:ooi------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-12-2001
ESTATE OF MURPHY
JOHN
B DATE OF DEATH 06-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0624
TAX RETURN WAS:
S.S/D.C. NO. 049-20-9927
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01140633
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
103225-05
TYPE OF ACCOUNT:
DATE ESTABLISHED
(Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
08-04-1988
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
68,789.72
0.500
34,394.86
.00
34,394.86
.45
1,547.77
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 03-27-2002*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1.547.77
INTEREST AND PEN. .00
TOTAL DUE 1,547.77
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
{ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8060l
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENTL ALLOHANCE OR DISALLOHANCE
OF DEDUCTION~, AND ASSESB"ENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1541 EX AFP '12-011
MICHAEL J MURPHY
604 BURGNERS RD
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
11-12-2001
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
049-20-9927
01140639
Allount RelliUed
JOHN
B
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-v=is4-i-Ex--AFP--fi2-:oo1------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-12-2001
ESTATE OF MURPHY
JOHN
B DATE OF DEATH 06-26-2001
COUNTY
CUMBERLAND
FILE NO. 21 01-0624
TAX RETURN WAS:
S.S/D.C. NO. 049-20-9927
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
01140639
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACCOUNT NO.
103325-41
TYPE OF ACCOUNT:
DATE ESTABLISHED
( ) SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE
08-04-1988
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
X
51,380.44
0.500
25,690.22
.00
25,690.22
.45
1,156.06
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS. AGENT."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 03-27-2002~. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1,156.06
INTEREST AND PEN. .00
TOTAL DUE 1,156.06
· IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
/f,- ~/-.:2../
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
'*
NOTICE OF INHERITANCE TAX
APPRAISEKENT~ ALLONANCE OR DISALLONANCE
OF DEDUCTION~. AND ASSESSKENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-ISO EX iFP liZ-DOl
Recorded Office of
Register of Wills
MICHAEL J MURPHY
604 BURGNERS RD
CARLISLE
111
tIJV 26 All:49
PA ~Orr;'kUl Court
Cumberland Co., PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
11-26-2001
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
049-20-9927
01140632
AlIOunt Relli tted
JOHN
B
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
Rifi:is4-i-ix--AFii-fi1f=ooi------------------------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 11-26-2001
ESTATE OF MURPHY
JOHN
COUNTY
CUMBERLAND
B DATE OF DEATH 06-26-2001
FILE NO. 21 01-0624
TAX RETURN WAS:
S.S/D.C. NO. 049-20-9927
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU
ACN
01140632
ACCOUNT NO.
103325-40
TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST ()O TIME CERTIFICATE
DATE ESTABLISHED 12-29-1999
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
10.693.59
0.500
5.346.80
.00
5.346.80
.45
240.61
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS. AGENT."
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-24-2001 CDoo0311 12.03 228.58
TOTAL TAX CREDIT 240.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR). YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
/t~;2i/ / - eX
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG. PA 171Z8-D6Dl
Recoroed once of
Register of Wills
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
1Jl
MICHAEL J MURPHY
604 BURGNERS RD
CARLISLE
NOY 26 All:46
)~*
REV-1U7 EX AFP 112-001
11-19-2001
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
01140633
JOHN
B
~tl13 Court
Qmberland Co., PA
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:i61fj-EX--AFP--(i2:0oT------...--fNirERi'~fANCE-Yi;r-sTAfEMENY-OF-iC-col,itif--.-..------------------ ---
ESTATE OF MURPHY JOHN B FILE NO. 21 01-0624 ACN 01140633 DATE 11-19-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-12-2001
PR I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
1,547.77
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-24-2001 CDoo031o 77 .39 1,470.38
TOTAL TAX CREDIT 1,547.77
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
/ (;-;) C/I .J ;<
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
5~*
REV-1607 EX iFP 112-001
Recorded ()ti,::;;e of
Register of Wills
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-2001
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
01139414
JOHN
B
MICHAEl J MUWHYNOV 26 All:45
604 BURGNERS RD
CARLISLE Clerk~~ ;1:701'~ Court
Cumberland Co., PA
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i6ifj-i3f-AFP--li'2-:ooY------...--iNHERiTANc'E-YA3f-STA"fEHENY-oF'-Accouiif--.-..---------------- -----
ESTATE OF MURPHY JOHN B FILE NO.21 01-0624 ACN 01139414 DATE 11-19-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-12-2001
P R I NCI PAL TAX DUE: ...........................................................................................................................................................................................................................
186.44
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-24-2001 CDOO0312 9.32 1n.12
TOTAL TAX CREDIT 186.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
It IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
J ~--;ll./I ~ ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
c;! ~
V'"
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8D6Dl
HARRISBURG, PA 171Z8-D6Dl
REY-UD7 EX AFP el2-DDl
Recoroeci ..of
Register of wtUs
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-2001
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
01140639
JOHN
B
'01 NOV 26 All:45
MICHAEL J MURPHY
604 BURGNERS RD. r' ..'
CARLI SLE &~~~l:icf ~o~Op~
Allount Re..iUed
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this for.. with your tax pay..ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i6"ifj-Ex-AFP--fi1f:ooY------...--fNHERITANCE--fA3f-sTA"fEMEtif-oF'-AC-coui.-f--ii..---------------------
ESTATE OF MURPHY
JOHN
B FILE NO. 21 01-0624
ACN 01140639 DATE 11-19-2001
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-12-2001
PR I NC I PAL T AX DUE: ..........................................................................._..............................................................................................................................................
1,156.06
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-24-2001 CDOO0309 57.80 1,098.26
TOTAL TAX CREDIT 1,156.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
j
CI
0(\
..
STATUS REPORT UNDER RULE 6.12
Name of Decedent: John B. Murphy
Date of Death: 6.26.01
Will No.
Admin. No. 21-01-0624
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I
report the following with respect to cQmpletion of the administration of the
above-captioned estate:
1. State whether administration of the estate if complete:
Yes ( ) No (X )
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete: August 2003
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the
Court? Yes ( ) No ( ).
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
(c) Did the personal representative state an account informally to
the parties in interest? Yes ( ) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: May 15, 2003
IV')
R
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:0..;
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'j -
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(5 "0)
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&CI.:
Stephen D. Tiley
Name (Please type or print)
5 South Hanover Street
Address
I.r\
-
'0
5~
Q)
" .0
";';: s:::
\.U ::
':50
>-
~
s
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X) Counsel for personal representative
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
J
..
Date: 5/07/2003
MURPHY MICHAEL JOHN
604 BURGNERS ROAD
CARLISLE, PA 17013
RE: Estate of MURPHY JOHN B
File Number: 2001-00624
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 6/26/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc: /File
Counsel
Judge
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. COmpIelI8ltems 1,2. and 3. Also complete
_ 411 Restricted Delivery is detired.
. Plfntyour name and address cln the revuse
_that we can ratum the card to you.
. Ait8ch this card to the back of the mailplece,
Clr'c:lI'Ithefrt:mt if space permitl;.
--~
1. ArtIcle Adc:IreGsed to:
TILEY STEPHEN D
5 S HANOVER STREET
CARLISLE PA 17013
MaR ....
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.4. .ReSlrICted DelIvery'1 /BrfnI Fee} 0 Yea
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ECEIPT
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Postage $
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CJ Return Reciept Fee
(Endorsement Required)
CJ Restricted Delivery Fee
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CJ
.....=I Total Postage & Fees
Certified Fee
Postmark
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. eo.~ Items 1, ~, and 3. Also completl:
_ 4 II ReIIrIcted Delivery Is desired.
.Alntyour name and address on the reven;e
80 that we can mum the canno you. .
. Attach this cen:I to the back of the mallpleoe,
or on the front If space pennits.
1. ArtIcle Addr8llI8d to:
Co DIdt OI.DIlivlIry
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D. .. dIIIvwy -**-....... 11m 11 0 Yea
If YES. enter delivery __ bIIIcIw: 0 No
MURPHY MICHAEL JOHN
604 BURGNERS ROAD
CARLISLE PA 17013
I~=~_~-.
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7003 1010 0001 1204 0642
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JRD/June 30, 1992/17858
jUll 4 2004
In Re: Estate of John B. Murphy
Late of Lower Allen Township
ORPHANS' COURT DIVISION
COURTOFCO~ONPLEASOF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 2001-624
NO. 21-John B. Murphy
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: Michael John Murphy
Counsel for Personal Representative: Stephen D. Tiley, Esquire
Date of Decedent's Death: 06/26/01
Date of Delinquency Notice: 07/14/04
The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance
with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court
Division, Court of Common Pleas of Cumberland County, that neither the above named personal
representative nor the above named counsel for the personal representative have filed with the
Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule
6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12,
Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30,
2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in
accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned
requests that a Court conduct a hearing to determine whether sanctions should be imposed upon
the delinquent personal representative or counsel for the delinquent personal representative.
Date: 07/14/04
I Glenda Farner Strasbaugh
Clerk of the Orphans' Court
Distribution: ~Onal Representative
" SPunsel for Personal Representative
vfstate File
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JOHN B. MURPHY
Date of Death:
JUNE 26, 2001
Will No.
Admin. No. 21-01-0624
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes () No ( X )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: December 2004
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final account with the Court?
Yes () No ( ).
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
Date:
(c) Did the personal representative state an account informally to the
parties in interest? Yes (X) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report. -.......
July 19, 2004 ~ () '-7 ~
Si natu
'Id "00 pUBp~qWfIO
J 1 Yfl"'~:"""} C" t.!!."- ,
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Stephen D. Tiley
Name (Please type or print)
5 South Hanover Street
Carlisle. Pa 17013
Address
(" 1: ZId OZ lfr f70.
Capacity: ( ) Personal Representative
(X) Counsel for personal representative
8mt\!' 181SiDG8
}o n:'))'.,;c"''';u
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(717) 243-5838
Telephone No.
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t- ~EV'1500 EX (61()O)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
OFFICIAL USE ONLY
21-01-0624
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John B. Mur h
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
049-20-9927
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
6/26/2001 7/9/1927
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[8] 1 Original Return
o 4. Limited Estate
[8] 6. Decedent Died Testate (Allach copy of Will)
o 9. Litigation Proceeds Received 010. Spousal PovertyCred~(dateofdeath between 12-31-91 and 1-1-95) 011. Election to tax under Sec. 9113(A) (Allach Sch 0)
::!Mj1$!ijjtoqN.:MWt;~n;:#QM~ip;AijWt.gjffl.1..N.qij:;,mtt4.Q.ijJ.i!ji~B1{f.AiOj~TIQij:ift.QQ~g~ijgiQtijQtQf
NAME COMPLETE MAILING ADDRESS
5 South Hanover Street
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02.
04a
07.
Decedent Maintained a Living Trust (Allach copy of Trust)
Suppiemental Return
03.
05.
Future Interest Compromise (date of death after 12-12-82)
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Carlisle PA 17013
717 243-5838
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1)
(2) NONE
(3) NONE
(4) NONE
n
;; ci;
i-'
6, . g::
(l)
:::
1'1'"
120,000
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(5)
(6) NONE
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6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
(Schedule G or L)
(7) NONE
C:.
(.
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8. TOTAL GROSS ASSETS (total Lines 1-7)
(8)
('''
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16,192
3,497
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 10)
11. TOTAL DEDUCTIONS (total Lines 9 & 10)
(11)
12. NET VALUE OF ESTATE (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not
been made (Schedule J)
(12)
(13)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate ,or transfers under Sec.9116 (a)(1.2) x .0 (15)
Z
0
i= 16. Amount of Line 14 taxable at lineal rate 107,130 x .045 (16)
~
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a.. 17. Amount of Line 14 taxable at sibling rate .12 (17)
:::E x
0
(,J
~ 18. Amount of Line 14 taxable at collateral rate X .15 (18)
I-
Remainder Return (date of death prior to 12-13-82)
Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
OFFICIAL USE ONLY
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(:5
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126,819
19,689
107,130
o
107,130
o
4,821
o
o
19. Tax Due (19)
20. 0 f:f:IIi.igIDJliII.i..R.li.ilil.~ll.lll'1..1111.I_tl!!J
:::::):/::::;:?'H*I;;::$.Q$IUtl\1t8_~t~Q;$t~N.~n~N),{~Vl.;~$.~H~~~;ANQ;SI<<H!;~KMI.y':ij~&.:.<H
4,821
217
Decedents omDI e e ress:
STREET ADDRESS
604 Buraners Road "
CITY ~STATE liP
Carlisle PA 17013
C I t Add
John B Murphy
049-20-9927
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
4,821
4,484
241
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + 8 + C ) (2)
4,725
11
4.
Total Interest/Penalty ( D + E )
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(3)
11
(4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
:::/:////:'/::::::/:::/k/:::::://:::::/::,::::/:::/:::::::,:/,,::::::::::,::::::t:::::::,:::::'~~:~i:::i~:I,t~::'hr=t~:~:~i,:::f::~;:/::~:g~~:b;;:::::g:k::,:~~:~:~t::~:g:3~'~::/'::::':::://:/::k::/}::"':::"'::':::':':::.:.:?:,::::::::,'::':',':'u
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
107
107
1.
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
Yes
o
o
o
o
o
o
o
b. retain the right to designate who shall use the property transferred or its income;
c. retain a reversionary interest; or . . . . . . . . . . . . .
2.
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12.1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . , . . . . . . . . . . . . . . .
3.
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4.
Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . , .
DATE
5 South Hanover Street. Carlisle. Pennsylvania 17013
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. Section 9116 (a)(l.l)(i)J.
:::.::::.::::":r:::':?'::::t:::::::::::::::::::::::::::::::::::::::::t::::::::::::':::::::;::::::)(:::::::::,/):,k/'//:,:,',':',:,,}):::::::::.::,::.,.::,:::,::}:::::,::::,:::..::.....::.::::::::.:::::.:::::.:::::::.:.:.:.::':'t:::::::':,.::::,,::,:,:,:,,/,,::::::::,:::::,:::{,.:::::::.,:::':/:::::::::......::;:::::.::::.,::::u
....'.'...............
.....
For dates of death on or after January 1,1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a)(l.l)(ii)J.
The slatute does not exe"llt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0%{72 P.S. Section 9116(a)(l.2)].
The tax rate imposed on the net value of transfers to or for Ihe use of the decedent's siblings is 12% [72 P.S. Section 9116(a)(l.3)] .A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
The tax rate i"llosed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(l)].
AT
REV-1502 EX + (l-9?) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT I
ESTATE OF FILE NUMBER
John B. Mur h ...21-01-0624
ALL REAL PROPERTY OWNED SOLEL V OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE. Fair market value is defined as the price at
which property would be exchanged between a willing buyer and a wif/ing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. REAL
PROPERTY WHICH IS JOINTL V-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER
1.
SCHEDULE A
REAL ESTATE
DESCRIPTION
Real Estate, 604 Burgners Road, Lower Frankford, Cumberland County
VALUE AT DATE
OF DEATH
120,000
ALL THAT CERTAIN tract of land situate in Lower Frankford Township, Cumberland
County, Pennsylvania, bounded and described in accordance with a Subdivision Plan prepared
by Robert G. Hartman, Jr., R.S., dated April 12, 1985 and recorded in the Office of the Recorder
of Deeds for Cumberland County in Plan Book 48, Page 12, as follows, to wit:
BEGINNING at an iron pin along T-457 at corner of Lot No. lA on the above
mentioned Plan of Lots; thence along T-457, South 88 degrees 32 minutes 01 seconds West 5.29
feet to an iron pin; thence still along T-457, North 78 degrees 26 minutes 15 seconds West
160.68 feet to an iron pin; thence along Lot No.8 on said Plan, North 09 degrees 17 minutes 41
seconds East 264.85 feet to an iron pin; thence along other lands ofWiIliam P. Reisinger, South
86 degrees 45 minutes 30 seconds West the aforesaid Plan, South 02 degrees 14 minutes 22
seconds East 324.81 feet to an iron pin at edge of T-457. the Place of BEGINNING.
CONTAINING 0.879 acres and being designated as Lot No.9 on Plan for William P.
Reisinger.
HAVING erected thereon a ranch style dwelling house known as and numbered 604
Burgners Road, Carlisle, PA 17013.
BEING the same premises which Heidi J. Depuydt and Sammy W. Bracken, wife and
husband, by deed dated June 8,1999, and recorded June 21, 1999, in the Office of the Recorder
of Deeds, in and for Cumberland County, at Carlisle, Pennsylvania, in Deed Book 202, Page 64,
granted and conveyed to John B. Murphy, widower, whose Executor is the Grantor h",rp;.n
+
TOTAL (Also enter on line 1. Recaoitulationl $
(If more space is needed, insert additional sheets of the same size)
120.000
ESTIMATED SITE VALUE. . . . .... . .. . . . . .. . . . . . . . a $ 20 000 Comments on Cost Approach (such es sourca of cost
ESTIMATED REPRODUCTION COST-NEW'OF IMPROVEMENTS: estimate. sit. value. square foot calculation and for HUD,
Dwelling 1232 Sq. Ft. @ $ 76 = $ 93,632 VA. and FmHA, the astlmatad remelning economic life of
::z:: Fin. Bsmt. 1232 Sq. Ft. @ $ 24.19 = 29.B02 tha proparty); Coat aDDroach baaed on
(J
c( .' = Marshall Swift Valuation manual.Estimated
0 Garaget.Carport .!UL Sq. Ft. @ $ lB.20 = 11.211 remainin" economic Iifa ia 50-55 veara.
a:
Q. Total Estimated Cost New. . . . . . . . . . . . . . . . . = $ 134.645
Q.
c( Physical I Functional I External
I- Less 5%
en Depreciation 6 732 a, $ 6.732
0
(J Depreciated Value of Improvement. . . . . . . . . . . . . . . . . . = $ 127 913
" A..;s" ValUe of Site Improvament.. . . . . . . . . . . . . . . . ,= $ 2000
INDICATED VALUE BY COST APPROACH . . . . . . . . . . . . a $ 149,913
ITEM I SUBJECT COMPARABLENO.l COMPARABLE NO.2 COMPARABLE NO.3
604 Burgner. Road 82 North Mountain roed 314 Newburg Road 146 Ume Kiln Road
Ad.....Carfi.le N.wville P A Newburn, Pa Carlisle Pa
P........,~ t. ......ct 5 Miles 10 Milea 5 MlI.s
.... .,.... . NIA T.134 000 1; 117 500 1.100000
Prj ./1':,..... I:". A,.. . Til '104.04 lilf .68.68 Ti1r 1.86.81 fill
D... and/or Courthous. Rec Counhous. R.cords Counhousa Recorda COurthou.e R.cord.
V.rilicstian !!;ourc..
V" uc AOJUS""'"",, OCSt"RIPTlON O.~CAlPTlON + I-IS AdO'ttmon O.St"RIPTlON +/... .d""'....... OEs~IPnON +,_" Ad'-'m-,
S... or Ffn...ang Unknown Unknown Unknown
c........... Unknown Unknown' Unknown
n.,. ., c.,.m_. 5" H\1 5/2/01 4/"3/01
I _.".. Av...". Av.ra". AIf.raD. Av.ra....
....h.../F_ "'m.' F.. Slmnl. F.. Simnl. Fe. Simnl. Fee 5/,;;;;1.
Cl.. Avn. .B9 Acras 2. 12 acrea -5000 2.01 Acr.s -5000 1.46 Acre. -3 000
View Avo. Averan. A v.ren. Av.raDe
O.Ii- ond .- 1 St~.Ran.Avn. 1 St~.Ran.Avn. 1 St~ Ran. A vn lStrv.Ran.Av".
Cu"i1v of ConstrUction Av". BrkNinvl Av".BrkNinvl Avn. BrklVlnvl Av.ra"e V1nvl
AB. 1 ;'-".ars 6 v.ars 19 ve.ra 28 Vears
~. ~.~- Av.ra". Averan. Av.rana Av.ra".
Above Grad. T... I ....__ I ...._ T.... I ..o-,T ...._ T....I... :l ._. T.... f ...._. I ._...
en Room Count 6 h 1".5 5 ~ T;'" 1.000 5 lJ 115 2.500 B b 1'.5 2.500
Cii ...... "....... .... 1,""''' .. c. 1.788 .. F -1 120 1325 c., Ct. -18Bn 1 15" ._ c. -1 BOO
>
-l Full loo'l6Fin Full 3000 Full 3,000 Full 3.000
c( I...m.... II fWIhed
Z Rocun. "low Gr.. 3 Rooms Unflnish.d Unfinlsh.d UnfinIshed
c( I .. rion" Ua.IlISa. Good Good Good Good
Z U..llnttlt"'oolin" HP/CA HP/CA Elect.R-d. " 000 I !'Iact. Rad 2.000-
0
en 1:_ ._. r,llcien, Itams TVDlcal TVDical Tunical Tvnical
iX I R.._.It"._.r. 12 Car Alt. 2 Car Alt. 2 Car Att. ~ Car Alt.
c(
Q. Porch. P.Iia. Deck. Porch and Dack Porch and Deck Porch and D.ck Encl. Prch Ok -2000
:! FIr ..:.'.1 . Wd. St. Flue No Wd.St. Aue 1500 No Wd.St. Aua 1500 No Wd.St. Flu. 1500
0
(J F D-I sic none none none. none
en
w N.'...... ".,.t fl + lxi-I. -620 1Xl+ n_l. 2140 IXT + IT-f. 2400
-l
c( No' 0,."1 N.. 1.1,. 1 Not U,. I.
en Adjua'.d 5" PriCII
af Comp.,.,. ano.. 8.7,. . 133380 a..... ,3.." . 119640 ano.. '..a" . 102400
CammsnlS on 5.... Camp.lson Unduding th. subJRt prop.rty', cOlnJNtibl1ity 10 the n.....hood. etc.):A1l the comnarables are similar in desjQn and utilitu.
rm;; -;j""U!'M" ;-;:-..~ t ,- ~O"D;Q,,,, C M" '"
Date, Price and D... Non. Non. Non. None Courthouse
Source 'ot prior ..... Courthous. Counhouse Counhouse Racords Records
within ye. 01 ...".... Racords Records R.cords
Analyoi. of In. CUtl.~, .._on. .f .aIo. .pllon. .r ''.In. .f .... .ubjoc. ,.,.p.... ond _... .f .... prior .... .f .ubjoc. Ind CDmplt._ willlln .... .... .'th. do.. .f _....:
NIA
INDICATED VALUE BY SALES COMPARISON APPROACH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 120000
INDICATED VALUE BY INCOME APPROACH IIf ADDlIeobl.' Estim.,.d M..to, R.n. tJ/A /Mo. x Gro.s AM' MuIIlDl.NI A = $
Th. .P'''''' m.d. IltJ ........ U SUbjoc.1o 'h. r.p..... ..'...d..... inspoed... or ...dllian. U..otI b.low U subjoc... c.......d... P" plln' ond ..ecifi..ti....
C....,.... of .......... :The date of value Is B/2B/01 as n.r tha data of d.ath of the own.r. Th. date of
insDectlon was 1011710 1.
Fin. R_.d... All three aDnroaches to value w.r. consider.d whil. a sales comnarabl. and cost aODroach
W.re comnlated. Most wainht was niv.n to the sal.s comnarabl. aDnroach whil. the cnst annroa"h Is
considered for SUDDOr!. Th- income annroach was considered but found to not be aDnllcable.
2: Th. P"P.,. .f .his ...r.... I. '0 ..Um... tho mitt., volu. .f .Ito ,..1 p'...... th.. I. tho oubjoc. .f .hIs ........ .....d on th. ..v. c..dIU.... Ind .h. cotdllcall... c...in.on' ..d Ilmitln.
0
;:: unllld.... Md In_h, Y.. cfeRnitian th.. .. ...,_ In th. anached Fr.ddi. ... Form 4311F.... M.. Form 10048 1",.,...,&/93 J.
c(
::; I lWEI ESTIMATE ntE MARKET VALUE. AS DEFINED, OF TlfE REAL PROPERTY llfAT IS THE SUBJECT OF ntlS REPORT. AS OF
13 June 2B. 2001 /WHICH IS~NSPEcnON AND THE EFFECTlVE DATE OF ntlS REPORTl TO BE . ! 20.000
2:
0
(.) AP"R"lSI~\\'~~H ~~., StlPEJMsORY...............'ONLY'FRl!QUIIIED'
W SI...... . -. SIgn.... 0 Old 0 Did N..
a: N.m. WiIIism A. 8assett N.... Inspact Prop.lty
D.,. R...or. Sfonod OctOber 30. 2001 O.t. Repotl Signed \
s,... C..dllc.Uan IGA-oOl B 1 B-L Stat. P A Sr..e C...dftc,dan , S....
Or s..t. LIe....., A8-o49762-L Stet,PA 0, Ste.e Uc'ns. , srerl
Freddie Abc Form 70 e.13 Mes. . Division 0' A v en. 1100 a!l7~7713 P,gl 2 0' 2 FMnt. MI, fa,m 1004 &09
Wolte &. Shearer Realtors
UNIFORM RESIDENTIAL APPRAISAL REPORT
Fila No. 01-284
CI 0, eIapm
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AT
REV-150~ EiX + (1-97) (i)
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
John B. Murphy
FILE NUMBER
21-01-0624
Indude the proceeds of Ihigalion and the date the proceilds were received by lhe estale. ALL PROPERTY JOINTLY-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
VALUE AT DATE
OF DEATH
DESCRIPTION
1993 Oldsmobile Cutlass Ciera Sedan, Appraised Value
Household Goods, Appraised Value
U.S. Treasury, Tax Relief
Refund, Subscription to The Sentinel
Refund, Dr. Currie & Hecht, Medical
Refund, Newsweek Subscription
Refund, Sun American Life Insurance Company Premium
Refund, Delta Dental Premium
Refund, AM Motoring Plan Membership
Refund, A.G.I.A., Inc., Trust Account
Refund, AARP Membership
Refund, The Hartford Insurance Premium
County of Cumberland, Burial Allowance
Refund, Hyponex
1,500
3,657
300
83
250
25
218
41
45
8
12
574
100
6
TOTAL (Also enter on line 5 Recaoitulation' $
(If more space is needed, insert additional sheets of the same size)
6819
-=-~
Graham.
(
,
Motor Company, Inc.
PONTlAC
To Whcm it May Concern:
The appraisal value for one 1993 Oldsrrobile
II
Cutlass Ciera Sdn VIN# 1G~G55N3P6364549 is
$1500.00.
ordsnlQble
~ I! /'d .
\~ O"llJ LV <--G~
Tony W. Cline
Graham Motor Canpany Inc
7);01
~
BUICK
I
<!)
~
mil
TRUCKS
.,
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1402 Holly Pike, Carlisle, Pennsylvania 17013 . Telephone 717-243-3066 . FAX717-249-7998-
LINDEN HAll ANTIQUES
211 OLD STONE HOUSE ROAD
CARLISLE. PA 17013
717-249-1978
July 18, 2001
TO: Stephen D. Tiley- Attorney At Law
5 South Hanover Street
Carlisle, Pa. 17013
FROM: William G. Rowe- Appraiser
211 Old Stone House Road
Carlisle, Pa. 17013
RE: Personal Property Appraisal
John B. Murphy Estate
604 Burgners Road
Carlisle, Pa. 17013
.,
~r..~~~
::;0' .-,
#
PAGE 2
SHED
-
Murray- 16.5 H P Mower
Dump Cart
R'.tary Mower
Misc. Power Tools
Trunk
Spreader
Ext. Ladder
Long Handle tools
Post Hole Digger
$ 650.00
75.00
65.00
20.00
5.00
10.00
25.00
24 .00
14.00
GARAGE
Misc. Tools
Utility Cabinet
Base Cabinet
Misc. Nuts/Bolts
Tool Box/ Tools
Misc. Household
20 . 00
5.00
1 .00
5.00
45 .00
5.00
KITCHEN
Pots/Pans
Dishes
Small Appliances
Flatware etc.
Vegetable box
Sentry Box
Table/ 2 Chairs
Lamp
Clock
Microwave w/Stand
20 . 00
8.00
20 .00
12.00
1 .00
20 .00
20.00
1 .00
2.00
75.00
DINING ROOM
Bell collection
Misc. Household
Display Cabinet
Dry Sink
Table/ 6 Chairs
Clock
Books
55.00
6.00
75.00
45.00
200.00
1 .00
2.00
'.
l~.:~ ~
PAGE 3
PATIO
Table/ 4 Chairs
Stand
$ 85 .00
5.00
LIVING ROOM
-
Sofa- 3 Cushion
Sofa- 2 Cushion
Floral Upholstered Chair
Coffee table/ 2 Lamp Stands
Magazine rack
Pair Lamps
Prints
Decanter Set
Clock
Kirby Sweeper ( Old Model)
Knick Knacks
150.00
150.00
45 .00
135.00
1. 00
10.00
20.00
10.00
2 O. 00
10.00
10.00
FRONT PORCH
Glider
25.00
OFFICE
Floor Lamp
Desk/Chair
Desk Supplies
Floor Lamp
Army cot
Radio
12.00
60.00
10.00
5.00
5.00
1. 00
BEDROOM
Bedroom set
Cedar Chest
Knick Knacks
Clocks
250.00
30.00
10.00
5.00
~r.~~~.
I
PAGE 4
~ CLOSET
Linens
Sentry box
$ 35 .00
20 .00
BEDROOM
Bedroom set- 4 Piece
Stand
Book- Marine Corps
Lamp
225.00
5.00
5.00
2.00
BASEMENT
Recliner
Day bed
Coffee table/2 Stands
Dehumidifier
Pair Lamps
Bookcase
Recliner (Green)
Floor Lamp
Heater
Music Center
TV/ VCR
Books
Prints
35 .00
30 .00
60 .00
20.00
10.00
8.00
65 .00
4.00
10.00
110 .00
200.00
3.00
5.00
LAUNDRY ROOM
Washer/Dryer
Table
Ironing board/Iron
Step Stand
Military Uniforms etc.
Heater
165.00
1 .00
6.00
2.00
30.00
5.00
TOTAL $3657.00
~~
--0
William G. Rowe
"'
..~...::.
AT
REV-1511 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
John B. Murphy
o bt fd d t
21-01-0624
e 50 ece en mU5 e repo e on c e ue .
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth 5,847
2. Funeral Luncheon 551
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid: 0
2. Attorney Fees 9,258
3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent 0
4. Probate Fees 258
I
5. Accountant's Fees 0
6. Tax Return Preparer's Fees 0
7. The Sentinel, Advertising 81
8. Cumberland Law Journal, Advertising 75
9. Filing Fee 15
10. Filing Fee of Final Account 107
TOTAL (Also enter on line 9, Recapitulation) $ 16,192
tb
rtd Shdll
(If more space is needed, insert additional sheets of the same size)
AT
REV-1S{2 EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA .'
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
John B. Murphy
Include unreimbursed medical eXDenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
14.
DESCRIPTION
AMOUNT
AT&T, Telephone
Sprint, Telephone
GPU Energy, Electric Utilities
Waste Management, Trash Removal
Members 1st Credit Union, Final bill on Credit Card
Sollenberger's, Title Transfer on Automobile
Kuhn Communication, Final bill for Cable Service
Linden Hall Antiques, Appraisal of Household Contents
Vascular Associates, Medical Services
Department of Veterans Affairs, Refund of Automatic Deposit of Monthly Pension
Defense Finance & Account Service, Refund of Automatic Deposit of Monthly Pension
Wolfe & Shearer Realtors, Appraisal of Real Estate
The State Employment Retirement System, Refund of Automatic Deposit of Monthly Pension
34
118
208
54
762
54
34
85
103
609
1,136
225
75
#
TOTAL (Also enter on line 10 Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
3,497
217
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
John B Murohv
NUMBER
NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY
FILE NUMBER
21-01-0624
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
1. Michael J. Murphy
604 Burgners Road
Carlisle, Pennsylvania 17013
Son
100% residue of estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
o;-----=-
LAST WILL AND TESTAMENT
OF
JOHN B. MURPHY
I, JOHN B. MURPHY, Social Security Number 049-20-9927, of the
Commonwealth of Pennsylvania, declare that this is my LAST WILL AND
TESTAMENT and I revoke all other wills and codicils previously made by
me.
FIRST: I appoint my son, MICHAEL JOHN MURPHY as my Personal
Representative concerning this Will. If my son, MICHAEL JOHN MURPHY is
unable or fails to serve, I then appoint my daughter, SUSAN CAROL
GREVING to serve as my Personal Representative.
a. I request that my Personal Representative be permitted to
serve without bond or surety thereon and without the intervention of
any court, except as required by law. I direct that my Personal
Representative act in unsupervised administration so as to administer
my estate with a minimum of court supervision. If it becomes necessary
to haye ancillary administration of my estate in any jurisdiction where
my Personal Representative is unable or does not desire to qualify as
ancillary legal representative, I appoint as such ancillary legal
representative such individual or corporation as my Personal
Representative shall designate, in writing.
b. I direct my Personal Representative to pay the expenses
of my last illness, the expenses of a funeral appropriate to my station
in life and custom of living (including a suitable monument or marker
for my grave), and written charitable pledges which I have made. I
grant my Personal Representative the power to extend or renew any debt
for such time as my Personal Repres~ntative shall deem approprj~te.
c. All estate, inheritance, succession and other death taxes
with respect to all property passing under this my will shall be paid
from and borne by the principal of my residuary estate, without regard
to reimbursement, as if such taxes were administration expenses. My
Personal Representative may pay such taxes at any time deemed
advisable, whether or not then due and payable.
d. My Personal Representative is requested to settle my
estate as soon after my death as may be practicable, and to payor
deliver every legacy or bequest to my beneficiaries without waiting any
time that may be believ~d to be customary in probate matters.
/') ,
.... ~/()L-jI~
10~~
OF
PAGE 1
4 PAGES
A:blR-
i....
e. I have served in the Armed Forces of the United States.
Therefore, I direct my Personal Representative to consult with a Legal
Assistance Attorney at the nearest military installation and with the
Department of Veterans Affairs and the Social Security Administration
to ascertain if there are any benefits to which my family members are
entitled by virtue of my military service.
f. I may leave a letter of intent with the executed copy of
this will for the purpose of giving guidance to my Personal
Representative concerning the distribution or sale of certain items of
my property. I request, but do not require, that my Personal
Representative honor my wishes therein expressed.
SECOND: I give, devise and bequeath, absolutely and forever, all
of my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my son, MICHAEL
JOHN MURPHY as his sole and absolute property if he shall survive me.
THIRD: In the event that my son, MICHAEL JOHN MURPHY, shall not
survive me, I give, devise and bequeath, absolutely and forever, all of
my estate and property of which I may be seized or possessed, or to
which I may be entitled, at the time of my death, wherever situated or
of whatever nature, be it real, personal, or mixed, to my daughter,
SUSAN CAROL GREVING as her sole and absolute property if she shall
survive me.
FOURTH: In the event that all previously named takers under this
will shall not survive me, I give, devise and bequeath, absolutely and
forever, all of my estate and property of which I may be seized or
possessed, or to which I may be entitled, at the time of my death,
wherever situated or of whatever nature, be it real, personal, or
mixed, to my grandchildren, BRITTANY ALEXANDRA MURPHY and CODY RYAN
MURPHY, or to the survivor, in shares of substantially equal value, to
be divided as they may agree. If they are unable to agree, th~ division
shall be made by my Personal Representative, in that person's sole and
absolute discretion. I empower my Personal Representative to sell any
or all of such property, if such: property is not distribute.d_in kind
hereunder, and to distribute the proceeds among the persons named in
this paragraph, or the survivor, in substantially equal shares. Any
determination of my Personal Representative as to what should pass or
be sold under this paragraph and to whom it should pass or be delivered
or at what price it should be sold shall be conclusive.
9H~' I.} tv l^-'U"-~
'-- ,
PAGE 2
OF 4 PAGES
AbfJ/I/-
~
FIFTH: If any beneficiary to any share of my estate which is not
subject to the provisions of any trust whicn may be created by this
will is at the time of distribution of his or her share, a minor under
the laws of his or her domicile, I direct that the minor's share be
converted into qualifying property and delivered to my daughter, BRENDA
KAY SHIRK as custodian for the minor under the Uniform Gifts to Minors
Act or the Uniform Transfers to Minors Act as may then be in effect in
either the state in which the beneficiary or the custodian resides, or
any other state of competent jurisdiction.
a. The Uniform Gifts to Minors Act or The Uniform Transfers
to Minors Act, as may then be in effect in the state concerned, is
hereby incorporated by reference. The property affected by the Act
shall be managed, held, and distributed in accordance with the
provisions of the Act.
b. The financial custodian will serve without bond or surety
and without intervention of any court, except as required by law.
c. The receipt by the Custodian, for the minor, of any
principal or income transferred pursuant to this paragraph shall be a
full acquittance and discharge of my Personal Representative or
Trustee, as applicable, from liability with respect to such transfer
and from further accountability for the principal or income so
transferred.
SIXTH: Except as otherwise provided in this Will, I have
intentionally failed to provide for any other relatives or other
persons, whether claiming to be an heir of mine or not. Insofar as I
have failed to provide in this will for any of my issue now living or
later born or adopted, such failure is intentional and not occasioned
by accident or mistake.
SEVENTH: Any beneficiary who fails to survive until thirty (30)
days after my death shall be deemed to have predeceased me, and the
gift to that beneficiary shall be disposed of accordingly.
EIGHTH: The term IIpersonal Representativell as used in this will
means Executor, Executrix, Independent Executor, or any other title of
like import which is used to de~cribe such a fiduciary.
~ V2>}vb~~
PAGE 3
OF 4 PAGES
~h-fIL
'I
01
"1
.:1
,
"oj
':.!
.
NINTH: In addition to any powers granted by the laws of the state
in which this will is probated, I hereby. authorize and empower the
fiduciaries named in this Will, to the extent of the discretion herein
granted, to sell, exchange, convey, transfer, assign, mortgage, pledge,
. lease or rent the whole or any part of my real or personal estate, to
invest, reinvest, or retain investments of my estate, to perform all
acts and to execute all documents which my fiduciaries may deem
necessary or proper in regard to my property. If any of my fiduciaries
elect to receive compensation for services, such compensation will be
that allowed by law.
TENTH: If any part of this will shall be invalid, illegal, or
inoperative for any reason, it is my intention that the remaining
parts, so far as possible and reasonable, shall be effective and fully
operative. My Personal Representative may seek and obtain court
instructions for the purpose of carrying out as nearly as may be
possible the intention of this Will as shown by the terms hereof,
including any terms held invalid, illegal, or inoperative.
IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania,
this 30th day of January, 1995, set my hand and seal to
this my LAST WILL AND TESTAMENT, consisting of 4 typewritten pages,
each page bearing my handwritt signature.
~
MURPHY
(SEAL)
.. b. .
The forego~ng ~nstrumen was, at Carl~sle Barracks, Pennsylvan~a,
this 30th day of January, 1995, signed, sealed, published and declared
by JOHN B. MURPHY, the testator, to be his LAST WILL AND TESTAMENT in
the presence of all of us at one time, and at the same time we, at his
request and in his presence and in the presence of each other, have
hereunto subscribed our names as attesting witnesses, and we do so
verily believe that the said testator is of sound and disposing mind
and memory at the date hereof. ~
QtzlU
OF ' ~ 14
/ .
!?o/3
tM"' ;J~
OF ~..s 1~. ~J9-
I .
/7013
o
~~ t1A ht::'^-~
PAGE 4
OF 4 PAGES
AL11/1!-
'~:
:']
:1f,.
.
COMMONWEALTH OF PENNSYLV~IA
j
COUNTY OF CUMBERLAND
ACKNOWLEDGMENT
~.'
'.
':)
I, JOHN B. MURPHY, testator, whose name is signed to the attache(
or foregoing instrument, having been duly qualified according to law,
do hereby acknowledge that I signed and executed the instrument as my
Last Will; that I signed it willingly; and that I signed it as my freE
and voluntary act for the purposes therein expressed.
..
~
.:;
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':1
,I
1
.J
~~~~~~
AFFIDAVIT
we,~~ '\l,,\.Ls , E'S~ Gt:::-oZbC;- , and
.JQ~~ ~.\~r , the witnesses, sign our names to this
instrument, being duly qualified according to law, do depose and say
that we were present and saw the testator sign and execute the
instrument as his Last Will; that the testator signed willingly and
executed it as his free and voluntary act for the purposes therein
expressed; that each subscribing witness in the hearing and sight of
the testator signed the will as a witness; and that to the best of 0\
knowledge the testator was at that time 18 or more years of age, of
sound mind and under no constraint or undue influ~nce A/t.
C~\.,J'2~ &" /J~III/JC-
witness witness wit ss
Subscribed, sworn to and acknowledged before me by JOHN B. MURP
( SEA]
.1
the testator, and subscribed and sworn to before
~'N.. ~'~~
~~" N ;~ft
by
me
,
ES Ie l-
t?C()~~
#I
, and
'.; the witnesses, this 30th day of January,
1995.
C~of1y4~
My Commission Ex
Notarial Sa.
KIm C. GuYt~r, Note:
Carllala Borc, Cumber
My CommlnGlon Expires
t::;-::5~r, Pi1f1ns'l~'anlaAssc
~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
jr.;{-
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
Fl1? . LJ 9 COUNTY
I". ,l ACN
09-20-2004
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
101
STEPHEN D TILEY
FREY & TILEY
5 S HANOVER ST
CARLISLE
'04 SEP 23
*'
REY-1547 EX AFP IDl-OS)
JOHN
B
Allount Rellitted
t' :.;
PA 17~~mbc "di
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=iS4-j-E;f-AFP--coY:03Y-NOYiCE--oF-YNHEifiTANCE-YAX-jrpPRA-isEi'-ENT~--AL1-oWANCE-(fR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF lAX
ESTATE OF MURPHY JOHN B FILE NO. 21 01-0624 ACN 101 DATE 09-20-2004
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-26-2001 CDOO0315 235.98 4.483.66
INTEREST IS CHARGED THROUGH 10-05-2004 TOTAL TAX CREDIT 4.719.64
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 101.36
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 12.83
TOTAL DUE 114.19
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schadule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
120.000.00
.00
.00
.00
6.819.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
16.192.00
3.497.00
(11)
(12)
(13)
(14)
NOTE:
.00
107.130.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
126.819.00
19.689 00
107.130.00
.00
107.130.00
(19)=
.00
4.821.00
.00
.00
4.821.00
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates Df decedents dying Dn Dr befDre Dece.ber lZ, 198Z -- if any future interest in the estate is transferred
in pDssessiDn Dr enjDyment tD Class B (cDllateral) beneficiaries Df the decedent after the expiratiDn Df any estate fDr
life Dr fDr years, the CD.mDnwealth hereby expressly reserves the right tD appraise and assess transfer Inheritance Taxes
at the lawful Class B (cDllateral) rate Dn any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
~'
TD fulfill the requirements Df SectiDn Zl40 Df the Inheritance and Estate Tax Act, Act Z3 Df ZOOO. (7Z P.S.
SectiDn 9140).
Detach the tDP pDrtiDn Df this NDtice and sub.it with YDur payment tD the Register Df Wills printed Dn the reverse side.
--Make check Dr mDney Drder payable tD: REGISTER OF HILLS. AGENT
A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an ftApplicatiDn
fDr Refund Df Pennsylvania Inheritance and Estate Taxft (REV-1313). ApplicatiDns are available at the Office
Df the Register Df Wills, any Df the Z3 Revenue District Offices, Dr by calling t.le special Z4-hDur
answering service fDr fDr.s Drdering: 1-800-36Z-Z050; services fDr taxpayers with special hearing and / Dr
speaking needs: 1-800-447-30Z0 (TT Dnly).
Any party in interest nDt satisfied with the appraisement, allDwance, Dr disallDwance Df deductiDns, Dr assessment
Df tax (including discDunt Dr interest) as shDwn Dn this NDtice .ust Dbject within sixty (60) days Df receipt Df
this NDtice by:
--written prDtest tD the PA Department Df Revenue, BDard Df Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--electiDn tD have the matter determined at audit Df the accDunt Df the persDnal representative, OR
--appeal tD the Orphans' CDurt.
Factual errDrs discDvered Dn this assessment shDuld be addressed in writing tD: PA Department Df Revenue,
Bureau Df Individual Taxes, ATTN: Post Assess.ent Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the bODklet ftInstructions for Inheritance Tax Return for a Resident
Decedent" (REV-ISO!) for an explanatiDn of administratively correctable errors.
If any tax due is paid within three (3) calendar .onths after the decedent's death, a five percent (51.) discount Df
the tax paid is allowed.
The 1570 tax a.nesty non-participation penalty is co.puted on the tDtal of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day fro. the date of
death, to the date of pay.ent. Taxes which beca.e delinquent before January 1, 198Z bear interest at the rate of
six (670) percent per annum calculated at a dailY rate of .000164. All taxes which beca.e delinquent on and after
January 1, 198Z will bear interest at a rate which will vary frD. calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z004 are:
Interest Daily Interest Daily Interest
Rate Factor Year Rate FactDr Year Rate
~ ~ TftlI-1991 -m- ~ z.m ""9T""""
1670 .000438 199Z 970 .000Z47 ZOOZ 670
1170 .000301 1993-1994 770 .00019Z Z003 570
1370 .000356 1995-1998 970 .000Z47 Z004 470
lOX .000Z74 1999 n .00019Z
lOX .000Z74 ZOOO n .00019Z
Year
rID
1983
1984
1985
1986
1987
Daily
FactDr
. "01mT"
.000164
.000137
. 000110
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becDmes delinquent will reflect an interest calculatiDn to fifteen (15) days
beyond the date of the assess.ent. If payment is made after the interest computatiDn date shDwn on the
Notice, additiDnal interest must be calculated.
~
COMMONWEALTH OF PENNSYLVANIA
rARTME~ OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
TILEY STEPHEN 0
5 S HANOVER STREET
CARLISLE, PA 17013
- ------- fold
ESTATE INFORMATION: SSN: 049-20-9927
FILE NUMBER: 2101-0624
DECEDENT NAME: MURPHY JOHN B
DA TE OF PAYMENT: 09/23/2004
POSTMARK DATE: 09/23/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 06/26/2001
NO. CD 004416
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $114.19
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK#109
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$114.19
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
"
FIRST AND FINAL ACCOUNT OF MICHAEL J. MURPHY, EXECUTOR OF THE
LAST Will AND TESTAMENT OF JOHN B. MURPHY lATE OF lOWER FRANKFORD
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED.
DATE OF DEATH:
June 26, 2001
lETTERS TESTAMENTARY ADVERTISED: CLJ:Oct.5th,12th and 19th, 2001
Sentinel: Sept.28th,Oct.5th and 12th, 2001
ESTATE FilE NO.:
21-01-0624
PRINCIPAL RECEIVED
Accountant charges herself with the following principal amounts received:
2001
June 26
June 26
June 26
July 3
July 13
July 13
July 13
Aug. 17
Aug. 17
Sept. 14
Sept. 26
Sept. 26
Real Estate, 604 Burgners Road,
Lower Frankford Township, Cumberland County
1993 Cutlass Ciera Sedan Automobile
$120,000.00
$1,500.00
$3,657.00
$82.62
$250.00
$25.16
$218.11
$100.00
$300.00
$40.82
L. / (j ZZ 12~j /70. $44.67
Household Contents, Appraised
Refund, The Sentinel subscription
Refund, Drs. Currie & Hecht, Medical
Refund, Newsweek subscription
Refund, SunAmerica Life Insurance premium
County of Cumberland, Burial Allowance
U.S. Treasury, Tax Relief
Refund, Delta Dental, Medical
Refund, AAA Motoring Plan
Refund, AG.I.A, Inc.
$8.00
1
r:n '
"J',c:J
2001
July 3
July 5
July 5
July 7
July 13
July 13
DISBURSEMENTS
Register of Wills, Probate Will
Hoffman-Roth Funeral Home
Carlisle Catering, Funeral Luncheon
Linden Hall Antiques, Appraisal of Household Contents
AT&T, Telephone
GPU Energy, Electricity
2
$258.00
$5,847.00
$551.20
$85.00
$23.55
$93.65
July 13 Commonwealth of PA, Transfer Title $28.50
July 13 Sollenberger's, Transfer Title $25.50
July 16 Waste Management, Trash Removal $54.10
July 29 Members 1st Credit Union, Final Visa Payment $761.92
July 30 Sprint, Telephone $111.11
July 31 Dept. of Veterans Affairs, Refund of Monthly Pension $609.00
(Direct Deposit to Checking Account)
July 31 Kuhn Communications, Final Cable Bill $34.08
Aug. 13 GPU Energy, Electricity $114.03
Aug. 13 AT&T, Telephone $41.75
Aug. 24 Sprint, Telephone $6.43
Aug. 31 Bank Fee $5.00
Sept. 26 Register of Wills, Agent, PA Inheritance Tax Return $4,483.66
Sept. 28 Bank Fee $5.00
Oct. 19 Defense Finance & Acct. Service, Refund of $1,136.29
Monthly Pension(Direct Deposit to Checking Account)
Oct. 19 The Sentinel, Advertising $80.87
Oct. 19 Cumberland Law Journal, Advertising $75.00
Oct. 31 Bank Fee $5.00
Nov. 8 Refund, Sprint, telephone -$31.79
Nov. 20 Vascular Associates, Medical $102.59
Nov. 29 Wolfe & Shearer Realtors, Appraisal of Real Estate $225.00
Nov. 29 The State Employment Retirement System, Refund $74.72
of Monthly Pension(Direct Deposit to Checking Account)
3
Nov. 30 Bank Fee $5.00
Dec. 31 Bank Fee $5.00
2003
Jan. 31 Bank Fee $5.00
Feb. 28 Bank Fee $5.00
March 7 Refund Bank Fees -$35.00
April 17 PA Dept. of Revenue, 2001 Taxes $125.00
May 30 Bank Fee $3.00
June 2 Refund Bank Fees -$3.00
June 30 Bank Fee $3.00
July 22 Register of Wills $15.00
Sept. 23 Register of Wills, Agent $114.19
Oct. 22 Register of Wills, File Final Account $110.00
Nov. 24 Frey & Tiley, Attorney Fee $9.258.00
TOTAL DISBURSEMENTS $24,416.35
RECAPITULA TION
TOTAL PRINCIPAL
TOTAL INCOME RECEIVED
TOTAL RECEIPTS
LESS TOTAL DISBURSEMENTS
BALANCE FOR DISTRIBUTIONS
$126,818.19
$ 1.53
$126,819.72
$24.416.35
$102.403.37
4
PROPOSED SCHEDULE OF DISTRIBUTION
BALANCE FOR DISTRIBUTION
TO: Michael J. Murphy
604 Burgner Road
Carlisle PA 17013
100% of residue of estate:
In Kind Distribution of Real Estate $120,000.00
Advance
Advance
Advance
Advance
Advance
Advance
Advance
Advance
Advance
$5,847.00
$ 85.00
$ 551.20
$2,000.00
$4,000.00
$ 250.00
$ 400.00
$ 125.00
$9.500.00
-$22.758.20
TOTAL DISTRIBUTION
5
$102.403.37
$102.403.37
COMMONWEAL TH OF PENN8YL VANIA )
):88.:
COUNTY OF CUMBERLAND )
Before me, the undersigned officer, personally appeared Michael J. Murphy,
Executor of the Last Will and Testament of John B. Murphy, deceased, who being
duly sworn according to law, deposes and says that the foregoing First and Final
Account is true and correct to the best of his knowledge, information and belief.
r\~~ ""'~
Michael J. Mu hy
Sworn to and subscribed before
me this ~.!2a2>day of Oc:=tober:,2004
~ A. rL~
NOTARIAL SEAL i
TRISHA A. UESS. NOTARY PUBLIC f
BOROUGH OF CARLISLE. CUMBERLAND CO.. PA ~
MYCOMMISSfON EXPIRES MAY 20.2006 ;
.
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*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1U1 EX AFP lDl-DSl
'04
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
fJ 'j : 1 ~OUNTY
L ACN
10-18-2004
MURPHY
06-26-2001
21 01-0624
CUMBERLAND
101
Allount RelliUed
JOHN
B
STEPHEN D TILEY
FREY & TILEY
5 S HANOVER ST
CARLISLE
NDV -1
L _,
PA 170l(~:i'r;
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i61fj-E3CAFP--foY:03Y------...--fNHERITANCE--TAX-STAfEME-tiT-cfF-Ac-couiff--.-..---------------- -----
ESTATE OF MURPHY JOHN B FILE NO.21 01-0624 ACN 101 DATE 10-18-2004
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A SU""ARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAY"ENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-20-2004
PR I NCI PAL TAX DU E : ...........................................................................................................................................................................................................................
4.821.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-26-2001 CDOO0315 235.98 4.483.66
09-23-2004 CD004416 12.70- 114.19
TOTAL TAX CREDIT 4.821.13
BALANCE OF TAX DUE .13CR
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .13CR
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
s(
IF TOTAL DUE IS LESS THAN $1.
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ.
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
sK
PAYMENT:
Detach the top portion of this Notice and sub.it with your pay.ent made payabla to the na.e and address
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
If NDN-RESIDENT DECEDENT make check or .oney order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on tha Tax Return, may be requested by co.pleting an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at
the Office of the Register of Wills, any of tha Z3 Revenue District Offices or from the Department's Z4-hour
answering service for forms ordering: l-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: l-800-447-30Z0 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assess.ent Review Unit, Dept. Z8060l, Harrisburg, PA l7lZ8-060l, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount
of the tax paid is allowed.
PENALTY:
The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Depart.ent of Revenue. The applicable interest rates for 198Z through Z004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z Z07- .000548 1988-1991 117- .000301 ZOOl 97- .000Z47
1983 167- .000438 199Z 97- .000Z47 ZOOZ 67- .000164
1984 117- .000301 1993-1994 n .00019Z Z003 57- .000137
1985 137- .000356 1995-1998 97- .000Z47 Z004 47- .000110
1986 107- .000Z74 1999 n .00019Z
1987 97- .000Z47 ZOOO 87- .000Z19
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is .ade after the interest co.putation date shown on the
Notice, additional interest .ust be calculated.
ic
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle,PA 17013
Phone: (717) 240-6345
Date: 5/18/2005
TILEY STEPHEN D
5 S HANOVER STREET
CARLISLE, PA 17013
RE: Estate of MURPHY JOHN B
File Number: 2001-00624
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
6/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~F=~:r
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: JOHN B. MURPHY
Date of Death:
June 26, 2001
Will No.
Admin. No. 21-01-0624
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes (X) No ( )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the Court?
Yes (X) No ( ).
(b) The separate Orphans' Court no. (if any) for the personal
representative's account is:
(c) Did the personal representative state an account informally to the
parties in interest? Yes (X) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: May 24, 2005
~; ".~ .7~
s~r '
Stephen D. Tiley
Name (Please type or print)
("?
5 South Hanover Street
Carlisle. Pa 17013
Address
<'J
(L
(717) 243-5838
Telephone No.
~r:apacity: ( ) Personal Representative
,j ( X ) Counsel for personal representative
"~
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