HomeMy WebLinkAbout04-0308Reg~sler of Wills of Cumberland County, Pennsylvanm
PETITION iB G]R,: NT OF LETTERS
Estate of Violet V Holtr~ No
also known as
Cul:nbermnd Co, PA
, Deceased
Social Security No, 196-14-0493
Petlhoner(s), who is/are 18 years of age or older, epply0es) for
(COMPLETE "A" OR "B" BELOW )
A Probate and Grant of Letters and aver that Pebboner(s) ~s/are the executOrS
] Decedent, dated 2/25/]992 and codicil(s) dated
__ named ~n the Last Will of the
State relevant mrcumstances, e g, renunmahon, death of executor, etc
Except as follows. Decedent did not marry, was not d~vorced and did not have a child bom or adopted after executmn of the documents offered
for probate, was not the wcbm of a kdhng and was never adjudicated ~ncapacltated
B Grant of Letters of Admlmstrat~on
(c t a. d b n c t a pendente hte. durante absenlm, durante mmordate)
Pet[tmner(s) after a proper search has/have ascertained the Decedent left no Will and was surwved by the following spouse
0f any) and he~rs
J Name Relationship Residence J
(COMPLETE IN ALL CASES.) Attach additional sheets ~f necessary
Decedent was domiciled at death m Cumberland County, Pennsylvama, with h~s/her last family or pnnmpa[
residence at 540 Oakvllle Road~ SMppensburg~ Hopewell Townsh~p~ PA 17257
0lst street, number and mummpahty)
Decedent, then 89 years of age, d~ed March 10 ,2004 , at Carhsic Regional Mc&cal Center
(Locahon)
Decedent at death owned property wRh estimated values as follows
0f domiciled in PA) All personal property
(if not domiciled In PA) Personal pmperty m Pennsylvania
(if not domiciled ~n PA) Personal property in County
Value of real estate tn Pennsylvania
Total
$
$
$ undetermined 0 00
Real Estate sRuated as follows
Wherefore. Pet~boner(s) respectfully request(s) the probate of the Last Wdl and Codicil(s) presented w~h th~s Pattbon and the grant of letters in
the appropriate form to the undermgned
Typed or pnnted name and residence
Clarence W Holtrv, .Ir ~ 721 F~res~de Dr? Sluppensburg, PA 17257
Esther t~ Tosten? 955 Pddge Roadr Sluppensbur,g PA 17257
Oath of Personal Representabve
Recora~,d O .c~ of
Commonwealth of Pennsylvama Register of WHs
County of Cumberland
The Pehhoner(s) above-named swear(s) and affirm(s) that the statements.~/ithe~j~'e~jng~t.~0n are true
and correct to the best of the knowledge and behef of Pebboner(s) and that, as personaTTepf~§bnTa'hve(s) ~f the Decedent,
Petlhoner(s) wdl well and truly administer the estate according to law
Sworn to and affirmed and s~bscnbed ~ ~ tV/ Gtlmo
Clarence W HolY'y, Jr
before me this ~6) ~ day of
Eslher ~ Toslen
DECREE OF REGISTER
Estate of Violet V. Holtrv
also known as
Deceased No o~'/"O q '~0~:~'
Social Security No 196-14-0493 Date of Death 3/10/2004
AND NOW, ~..~//.¢.~..Ff)7'.~ , ~¢~/ , m consideration of the Pebhon
on the reverse s~de hereon, sabsfactory proof hawng been presented before me,
IT IS DECREED that Letters [~ Testamentary [~ of Adm~n~strabon.
(c I a. d b n c I, pendente hte, duranto absentla, durante mmonlale)
are hereby granted to Clarence W Holtry, Jr and Esther L Tostcn
the above estate and that the instrument(s), ,f any, dated
described m the Pebhon be admitted to probate and filed of record as the last Will of Decedent
FEES
Letters
Shor[ Certificate(s)
Renunc~ahon
Affidavit ( )
Extra Pages ( ~ )
Codicil
JCP Fee
Inventory & Tax Forms
Other
/o oD
$
$ lO. OD
$
$
\
Register of Wills (~
Attorney HAiVELTON C DAVTS
I D No 10264
Address P O BOX 40
SHIPPENSBURG PA 17257
hLs Is to cernfy that the ]nformauon here Dven ~s correctly cop~ed from an original cernficate of death duly filed wLth me as
Local ReDstrar The original ceruficate will be forwarded to the State Vital Records Office for permanent fihng
WARNING: It ~s illegal to duplicate this copy by photostat or photograph.
Fee for th~s cernficate, $2 00
P 9913617
No
Recora( ~of
Cterk-i~
Cumberlal~ PA
~ / Lo~eg,strar
COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH · VITAL C~RDS
CERTIFICATE OF DEATH ~ ~:~ 03
D z,~ 03/13/2004
~larence W Holtr¥1 Jr
Sarah Jane Chestnut
721 F~reszde Dr~ve, Sht~pensburg, PA
Hill Cemetery
17257
Cumberland County,
Shlppensburg, PA 17257
Box 336
Re )
LAST WILL i%ND TEST/%MENT
ESTHER L. TOSTEN; and
C. One-third (1/3) thereof to my granddaughter,
CONNIE HOLTRY (~he only child of my late ~on, John
Henry Holtry).
ITEM III: Should either of my children or my granddaughter
predecease me or die on or before the thirtieth (30th) day
following my death but leaving issue who so survive me, such
issue shall receive, per stirpes, the share that they would have
thereof to my son, CLARENCE
thereof to my daughter,
A. One-third (1/3)
W. HOLTRY, JR.;
B. One-third (1/3)
30
[.,~. I, VIOLET V. HOLTRY of North Newton Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament and revoke any Will or Codicil previously made by me.
ITEMI: I direct that all my just debts and funeral expenses,
including my gravemarker and all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of the administration of my estate.
ITEM II: I devise and bequeath the residue of my estate of
every nature and wherever situate to my children and
granddaughter as hereinafter set forth, providing they shall
survive me by thirty (30) days:
received had they so survived me.
ITEM IV: I appoint his or her parent or guardian, Guardian
of any property which passes outright either under this will or
otherwise to a minor and with respect to which I am authorized
to appoint a Guardian and have not otherwise specifically done
so, provided that this appointment of a Guardian shall not
supersede the right of any fiduciary in its discretion to
distribute a share where possible to the minor or to another for
the minor's benefit. Such Guardian shall have the power to use
principal as well as income from time to time for the minor's
support and education (including secondary, college education,
both graduate and undergraduate, professional and other
education) without regard to his or her parent's ability to
provide for such support and education, or to make payment for
these purposes, without further responsibility to the minor or
to the minor's parent or to any person taking care of the minor.
ITEM V: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VI: I appoint my son, CLARENCE W. HOLTRY JR., my
daughter, ESTHER TOSTEN, Executors of this my Last Will. Should
both of my said Executors fail to qualify or cease to act as
Executors, I appoint my granddaughter, CONNIE HOLTRY, Executrix
of this my Last Will.
ITEM VII: I direct that my Executor, Guardian or their
successors shall not be required to give bond for the faithful
perfo~ance of their duties in any jurisdiction.
IN WITNESS ~EREOF, I hereunto set my hand and seal to this
my Last Will an~stament, wr~~ur (4) sheets of paper,
dated this ~l--day of , 1992.
VIOLET V. HO
The preceding instrument, consisting of this and three (3)
other typewritten pages, each identified by the signature or
initials of the Testatrix, was on the day and date thereof
signed, published and declared by the Testatrix therein named,
as and for her Last Will, in the presence of us, who, at her
request, in her presence, and in the presence of each other have
subscribed our names as witnesses hereto.
residing at ~~
3
COMMONWEALTH OF PENNSYLVANIA :
: ss.
COUNTY OF CUMBERLAND :
executed the instrument as
willingly and as my free
therein expressed.
I, VIOLET V. HOLTRY, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
my Last Will; and that I signed it
and voluntary act for the purposes
VIOLET V. NOLTRY ~
Sworn to or affirmed and acknowledged
before me by
Testatrix, this J~ day of
Notary Public
, the
I NOeL
J VI.:LDA M. SE&SE, Notary Public
J Sh[ppensbur~ 8oro, Cumberland Co, p~
LMY C°mmlss~on Expires Aprd 16, 1994
COMMONWEALTH OF PENNSYLVANIA :
: ss.
We, ~CA,,j ~ and · he
witness whose /names are signed to t~ ~ttached or f~egoing
instrument, being duly qualified according to law, do dg~ose and
say that we were present and saw the Testatrix sign and execute
the instrument as her Last Will; that the Testatrix signed
willingly and executed it as her free and voluntary act for the
purposes therein expressed; that each subscribing witness in the
hearing and sight of the Testatrix signed the Will as a witness;
and that to the best of our knowledge the Testatrix was at that
time eighteen (18) or more years of age and of sound mind and
under no constraint or
undue influence.
Sworn to or affirmed and subscr
efore me by ~¢~(~ /~;~$
~'~/~?~, ~ /~&~, witnesses,
thi§ zzT~a day of ~4~ , 1992.
NOTARIAL S~L ]
Shlppensbu~ ~, Cure.Hand Co, P~
Notary P~blic MY c~m~sslon ~P~es AWII 16, 1994
4
CERTIFICATION OF NOTICE UNDER RULE $.6{a)
Name of Decedent: Violet V. Holtry
Date of Death: March 10, 2004
Will No.: 2004-00308 PANo. 21-04-0308
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 May 25, 2004:
Name Address
Clarence W. Holtry, Jr., 721 Fireside Drive, Shippensburg~ PA 17257
Esther L. Tosten, 955 Ridge Road, Shippensburg, PA 17257
2178 Ritner Highway, Shippen~burg, PA 17257
Connie Kendall (formerly Comfie Holtry),
Notice has now been given to all persons entitled thereto under ~ule 5.6(a) except None
Name:
Address:
Telephone:
Capacity:
Date: 05/25/2004
Hamilton C. Davis, Esq.
P.O. Box 40
Shippensburg, PA 17257
717-532-5713
personal representative
X counsel for personal
representative
LAW OFFICES OF
ZULLINGER - DAVIS
PROFESSIONAL CORPORATION
JOEL R. ZULLINGER
14 North Main Street
Suite 200
Chambersburg, PA 17201
717-264-6029
Fax: 717-264-1884
zulngrlaw~earthlink net
Dale F. Shughart, Jr.
of counsel
HAMILTON C. DAVIS
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, PA 17257
717-532-5713
Fax: 717-530-5222
hamiltondavislaw~comcast.net
October 22, 2004
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: ESTATE OF VIOLET V. HOLTRY
Estate No. 21-04-0308
To Whom It May Concern:
Enclosed for filing please fmd duplicate originals of the Pennsylvania Inheritance Tax
Return in the above referenced estate, together with the filing fee and the tax payment in the
amount of $2,405.69. Please timestamp and return the fi~ont cover copy enclosed with the
receipt.
If you should need anything further, please call.
Sincerely,
Hamilton C. Davis
for Zullinger - Davis
Professional Corporation
HCD/tjb
Enclosures
Reply to:
Hamilton C. Davis, Esquire
P. O. Box 40
Shippensburg, PA 17257
~ILE NUMBER
21 04 0308
: ....... '- REV-1500
co..oN~ ~,~...yLw,~ IN HERITANCE TAX RETURN
~"~ ~' RESIDENT DECEDENT
I HOLTRY, VIOLET V.
196-14-0493
DATE OF DEATH (MM-DD-YEAR) i DATE OF BIRTH (MM-DD'YEAR)
03/10/2004 I 07/02/1914
REGISTER OF WILLS
[] 1. Original Return
[] 2. Supplemental Retum
z
[] 6, Decedent Died Testate IAttach copy [] 7. Decedent Maintained a Living Trust (A~ach
[] 9. Litigation Prcceeqs Received
lAME
Hamilton C. Davis
Zullinger - Davis, PC
717/532-5713
[] 10, Spousal Poverty Credit (date of death between
12-31-91 and 1-1-951
[] 5. Federal Estate Tax Return Required
~0 8. Total Number of Safe Deposit Boxes
[] 11.Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ADDRESS
1. Rear Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Crosely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivabre (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedure F)
[] Separate Billing Requested
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, PA I
( 1 ) None_~7
(2) 4,480.0~
(3) None~
(4) Non~
(5) 68,064.9~!
(6) None
(7) None
(9) 18,542.62
(10) 542.46
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(8) 72,544.95
(lt) 19,085.08
(12) 53,459.87
(13)
(14) 53,459.87
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15, Amount of Line 14 taxable at ~he spousal tax rate, 0.0 0
or transfers under Sec. 9116(a)(1.2)
x .00 (15)
16. Amount of Line 14 taxable at lineal rate
17.Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
53,459.87
x .045 (16)
x .12 (17)
x .15 (18)
2,405.69
2,405.69
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
ISTR~Er,~DPJ~SS 540 OAKVILLE ROAD
CllY SHIPPENSBURG !ST^~ PA ]ZIP 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty Jf applicable
D. Interest
E. Penaity
(1] 2,405.69
Total Credits (A + B + C) (2)
0.00
0.00
2,405.69
2,405.69
Total Interest/Penalty (D + E) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the thtarest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .................................................................................. [] ~]
b. retain the right to designate who shall use the property transferred or its income; ....................................
c. retain a reversionary interest; or ..................................................................................................................
d. receive the promise for life of either payments, benefits or care? ..............................................................
2. 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 "th bust for" or payable upon death bank account or secudty at his or her death? ......... []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
RE~NCE W. HOLTRy, JR
SH PPE SB ,O, A 17257
ESTItER L. TOSTEN
~.~ 4 ',~ ~ ,_ 955 RIDGE ROAD , . ~ /
"ar"il'o;E~. ;.~7~m , ' 20 East Burd Street, Smtc 6 /
P.O. Box 40
For dates of dea~ on or after July 1, 1994 and he,re Janua~ 1, 1995, ~e ~x rate imposed on ~e net value of ~ansfem to or for ~e u~ of ~e
su~i~ng spouse is 3% ~2 P.S. ~9116 (a) (1.1) (0].
For dat~ of death on or after Janua~ 1, 1995, ~e ~x rate impos~ on ~e net value of ~nsfers to or ~r ~e use of ~e sullying s~use is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The s~tute does not exemgt a ~nsfer to a su~ving spouse from ~x, and ~e s~tuto~ requiremen~ ~r disclosure
of asse~ and filing a tax ream are s~ll appli~ble even if ~e su~Mng spouse is the only beneficial.
For dates of dea~ on or after July 1, 2000:
parent an adop~ve parent, or a stepparent of the child is 0% ~2 P.S. ~9116 (a) ( 1.2)].
The ~x rate im~s~ on ~e net value of ~ansfers ~ or ~r ~e use of ~e decedent's lineal benefidades is 4.5%, except as noted in 72 P.S. ~9116
a.2) F2 P.S. ~9a ~6 (a) (a)].
The ~x rote impos~ on ~e net value of ~ansfers to or for ~e use of ~e decedent's siblings is 12% ~2 P.S. ~9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an indMdual who has at least one parent in ~mmon wi~ the decedent, whe~er by blood or adopfion.
SCHEDULE B
STOCKS& BONDS
ESTATE OF
HOLTRY, VIOLET V. FILE NUMBER
21 - 04- 0308
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF
DEATH
2
3
4
CUMBERLAND VALLEY COOPERATIVE ASSOCIATION - 174 SHARES
PREFERRED STOCK - CERTIFICATE NO. 11513
CUMBERLAND VALLEY COOPERATIVE ASSOCIATION - 152 SHARES
PREFERRED STOCK - CERTIFICATE NO. 9142
CUMBERLAND VALLEY COOPERATIVE ASSOCIATION - 84 SHARES
PREFERRED STOCK - CERTIFICATE NO. 7096
CUMBERLAND VALLEY COOPERATIVE ASSOCIATION - 38 SHAKES
PREFERRED STOCK - CERTIFICATE NO. 6302
I0.0
I0.0~
I0.0~
10.00
1,740.00
1,520.00
840.00
380.00
TOTAL (Also enter on line 2, Recapitulation) 4,480.00
06115/04 STOCK P~RCHASE 056878 380.00
96/15/94 STOCK PURCHASE 056~79
06/15/04 STOCK PURCHASE 056880 !520.00
3~/15104 STOCK PURCHASE 056881
SCHEDULE £
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
ESTATE OF HOLTRY, VIOLET V. iFILE NUMBER
21 - 04- 0308
Include the proceeds of litigat on and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE OF
DEATH
1
2
3
4
5
6
7
M & T BANK - CHECKING ACCOLrNT NO. 97306037
M & T BANK - CHECKING ACCOLrNT NO. 97306037 - ACCRUED INTEREST
M & T BAlqK - CERTIFICATE OF DEPOSIT NO. 031003913794557
M & T BANK - CERTIFICATE OF DEPOSIT 1~O. 031003913794557 - ACCRUED INTEREST
MISCELLANEOUS HOUSEHOLD GOODS AND FURNISHINGS AND PERSONAL EFFECTS -
NET PROCEEDS FROM PUBLIC SALE
ERIE INSURANCE GROUP - INSURANCE REFUND
ERIE INSURANCE GROUP - INSURANCE KEFUND
22,022.56
1.73
32,696.75
46.91
12,833.00
212.00
252.00
TOTAL (Also enter on Line 5, Recapitulation) 68,064.95
M&TBank
499 Mitchell Road. Mil/sboro, DE 19966 Mail Code DE-MB~I2
Zullinger - Davis
Attorneys At Law
20 East Burd Street, Suite 6
P O Box 40
Shippensburg, PA 17257
Phone (888) 5024349
Fax (302) 934-2955
April 12~ 2004
Re: Estate pie.. Violet V. Holtrv
Social Security: 19644-0493
]Pate oieDeath: March 10, 2004
Dear Mr. Hamilton C. Davis:
Per your inquiry dated April 5, 2004, please be advised that at flue time of death, the above-named decedent had on deposit
with this bank the following:
Tylz~e of Account
Account Number
Checlawg Account
97306037
Ownersh~ (Names oJ)
Opening Date
Violet V Holuy
Clarence W Holtry dr, POA
Esther L Tosten, POA
01/28/80
Balance on Date of Death $22,022.56
Accrued Interest $ I. 73
$22,024.29
Type of /lccount
Account Number
Ownership (Names o.,9
Opening Date
Certificate of Deposit
031003913794557
Violet VHoMy
Esther L Tosten, POA
07/15,/99
Balance on Date of Death $32, 696. 75
Accruedlnterest $ 46.91
rata/ '
Please be advised there was no safe deposit box found for the above decedent. For further account information,
closures and/or reimbursement of funds, etc. please call the Walnut Bottom Office # 717-532-v414.
Sincerely, -
Nancy Clagett
Records Management
FINAL
SETTLEMENT
SELl. ER NAME
LOCAT1ON OF SALE
AUCTIONEER
DATE OF SALE
PHONE '~'~':"'~ ~ o~'/.~/ ,,~
PHONE
PROFESSIONAL FEES
AUCTIONEER
CLERK
CASHIER
OTHER EXPENSES
CASH
CHECKS
OTHER RECEIPTS
TOTAL RECEIPTS
LESS TOTAL EXPENSES
$
$
$
$
$
$
$
$
$
$
$
$
$
I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds
from the auction of my goods and property sold on the above date. I accept all responsibility for providing
merchantable, title to all goods, and property sold, and for del/very of title to the purchaser
-. ..,,
('ff~/' er~s~' ' S'gnature ~, - - (Sellers Signature) ~./ ' '
~"~//'~.//~ / Date
(Seller s Signature~~
SEL.LER'$ COPY
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATNE COSTS
ESTATE OF
HOLTRY, VIOLET V. FILE NUMBER
21 - O4 - 0308
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
1
FUNERAL EXPENSES:
FOGELSANGER BRICKER FUNERAL HOME
RIDGE CHURCH WOMEN'S FELLOWSHIP - FUNERAL MEAL
ADMINISTRATIVE COSTS:
Personal Represeotative's Commissions
CLARENCE W. HOLTRY, JR ESTHER L. TOSTEN
Social Security Number(s) / EIN Number of Personal Representative(s):
179-30-3226 192-30-1998
Street Address 721 FIRESIDE DRIVE
City SHIPPENSBURG State PA Zip 17257
Year~s) Commission paid 2004
Attorney's Fees HAMILTON C. DAVIS, ESQUIR~
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
Probate Fees REGISTER OF WILLS- CUMBERLAND COUNTY
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
CLARENCE W. HOLTRY, JR. - REIMBURSEMENT FOR LOWE'S; GRAVE OPENING
TO BOB WYRICK; COONS GARAGE; LANDFILL
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
8,020.50
300.00
4,083.90
3,500.00
67.00
686.66
1,884.56
18,542.62
COMMONWE.U.TH OF PENNSYLVANIA
INHERrTANCE TAX RETURN
RESIDENT DECEDEI~T
Schedub H
ESTATE OF FILE NUMBER
HOLTRY, VIOLET V. 21 04 - 0308
2
3
4
5
6
7
8
CLARENCE W. HOLTRY, JR. - REIMBURSEMENT FOR MCCUNE; PAGUE FEGAN;
BIG KMART
CUMBERLAND COLrNTY LAW JOURNAL - ADVERTISE LETTERS
TESTAMENTARY
WOMEN'S FELLOWSHIP RIDGE CHURCH - MEAL TICKETS AT SALE OF
PERSONAL PROPERTY
OAKVILLE ROTARIAN ASSOCIATION - DONATION FOR USE OF PARKING FOR
PERSONAL PROPERTY SALE
CLARENCE W. HOLTRY, JR. - REIMBURSEMENT FOR LANDFILL (REMOVAL OF
TRASH LEFT AFTER SALE)
RESERVE FOR CONTINGENCIES
THE NEWS-CHRONICLE - ADVERTISE LETTERS TESTAMENTARY
36.47
75.00
82.00
50.00
40.09
1,500.00
101.00
Page 2 of Schedule H
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF
HOLTRY, VIOLET V.
FILE NUMBER
21 - 04 - 0308
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1
2
CONTINUING CARE - HEALTHCARE STATEMENT
CONTINUING CAKE - FINAL STATEMENT
AMOUNT
524.07
18.39
TOTAL (Also enter on Line 10, Recapitulation) 542.46
I~EV-1513 EX+ (~60) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE J
BENEFICIARIES
FILE NUMBER
ESTATE OF HOLTRY, VIOLET V. 2 ! - 04 - 0308
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
2
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
CLARENCE W. HOLTRY, JR.
721 FIRESIDE DRIVE
SHIPPENSBURG, PA 17257
ESTHER L. TOSTEN
955 RIDGE ROAD
SHIPPENSBURG, PA 17257
CONNIE HOLTRY (NOW BY MARRIAGE KENDALL)
2178 RITNER HIGHWAY
SHIPPENSBURG, PA 17257
RELATIONSHIP TO
DECEDENT
gON
)AUGHTER
GRANDDAUGHTER
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
1. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
AMOUNT OR SHARE
OF ESTATE
1/3 RESDUE
1/3 RESIDUE
1/3 RESIDUE
L~ST WILL AND TESTA~NT
I, VIOLET V. HOLTRY of North Newton Township, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament and revoke any Will or Codicil previously made by me.
ITEM I: I direct that all my just debts and funeral expenses,
including my gravemarker and all expenses of my last illness,
shall be paid from my residuary estate as soon as practicable
after my decease as a part of the administration of my estate.
ITEM II: I devise and bequeath the residue of my estate of
every nature and wherever situate to my children and
granddaughter as hereinafter set forth, providing they shall
survive me by thirty (30).days:
A. One-third (1/3) thereof to my son, CLARENCE
W. HOLTRY, JR.;
B. One-third (1/3) thereof to my daughter,
ESTHER L. TOSTEN; and
C. One-third (1/3) thereof to my granddaughter,
CONNIE HOLTRY (the only child of my late son, John
Henry Holtry).
ITEM III: Should either of my children or my granddaughter
predecease me or die on or before the thirtieth (30th) day
following my death but leaving issue who so survive me, such
issue shall receive, per stirpes, the share that they would have
received had they so survived me.
ITEM IV: I appoint his or her parent or guardian, Guardian
of any property which passes outright either under this will or
otherwise to a minor and with respect to which I am authorized
to appoint a Guardian and have not otherwise specifically done
so, provided that this appointment of a Guardian shall not
supersede the right of any fiduciary in its discretion to
distribute a share where possible to the minor or to another for
the minor's benefit. Such Guardian shall have the power to use
)rincipal as well as income from time to time for the minor's
support and education (including secondary, college education,
both graduate and undergraduate, professional and other
education) without regard to his or her parent's ability to
provide for such support and education, or to make payment for
these purposes, without further responsibility to the minor or
to the minor's parent or to any person taking care of the minor.
ITEM V: I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and by whatever
jurisdiction imposed, shall be paid from my residuary estate as
part of the expenses of the administration of my estate.
ITEM VI: I appoint my son, CLARENCE W. HOLTRY JR., my
daughter, ESTHER TOSTEN, Executors of this my Last Will. Should
both of my said Executors fail to qualify or cease to act as
Executors, I appoint my granddaughter, CONNIE HOLTRY, Executrix
2
of this my Last Will.
ITEM VII: I direct that my Executor, Guardian or their
successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this
my Last Will an~estament, written~n four (4) sheets of paper,
dated this ~' day of ~~ , 1992.
/
VIOLET V. HOLTRY
(SEAL)
The preceding instrument, consisting of this and three (3)
other typewritten pages, each identified by' the signature or
initials of the Testatrix, was on the day and date thereof
signed, published and declared by the Testatrix therein named,
as and for her Last Will, in the presence of us, who, at her
request, in her presence, and in the presence of each other have
subscribed our names as witnesses hereto.
3
COMMONWEALTH OF PENNSYLVANIA :
: SS.
COUNTY OF CUMBERLAND :
I, VIOLET V. HOLTRY, the Testatrix 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; and that I signed it
willingly and as my free and voluntary act for the purposes
therein expressed.
VIOLET V. HOLTRY '~
(SEAL)
Sworn to or affirmed and acknowledged
before me by V,'~/~ V. ~f ~r? , the
Testatrix, this WXY-~ day of
/'~'~r~r~, , 1992·
Notary Public
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND :
SS.
We, ~w~-//~,~/ ,/-,~_":- and ,?~L~,?I,!~ ~' ~'i .the
witness whose /names are signed to the ~tached or ~9~egoing
instrument, being duly ~alified according to law, do d~ose and
say that we were present and saw the Testatrix sign and execute
the inst~ment as her Last Will; that the Testatrix signed
willingly and executed it as her free and voluntary act for the
purposes therein expressed; that each subscribing witness in the
hearing and sight of the Testatrix signed the Will as a witness;
and that to the best of our knowledge the Testatrix was at that
time eighteen (18) or more years of age and of sound mind and
under no constraint or
undue influence. ~
/t< >,,':/; < .
' / L ,?'
~efore me by e~ :;~ ,'I and~
3~)./,~, ~. ~, witnesses,
thi~ zs-p~ day of ~~ , 1992.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISEJURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(ll 96)
NO. CD 004548
DAVIS HAMILTON C
P O BOX 040
SHIPPENSBURG, PA
17257-0040
ESTATE INFORMATION: SSN: 196-14-0493
FILE NUMBER: 2104-0308
DECEDENT NAME: HOLTRY VIOLET V
DATE OF PAYMENT: 10/26/2004
POSTMARK DATE: 10/22/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/10/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,405.69
TOTAL AMOUNT PAID:
$2,405.69
REMARKS:
SEAL
CHECK#130
INITIALS: JA
RECEIVED BY;
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
FIRST CLASS
HAMILTON C. DAVIS
ATTORNEY AT LAW
P 0 BOX 40
SHIPPENSBURG PENNSYLVANIA 17257-0040
Register of Wills
Cmnbcrland Coumy Counhouse
One Courthouse Square
Carlisle, PA 1701~3:
MAIL
BUREAU OF INDIVZDUAL TAXES _
TNHERTTANCE TAX DFLr"~eV"rl~,,r~ P,[[/~ OF
PO BOX 280601 ~t~ ~ 11~
CONHONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DEC 29 AH9:08
CLERK OF
OURT
PO BOX ~0
SHTPPENSBURG PA 17257
DATE 12-27-200~
ESTATE OF HOLTRY
DATE OF DEATH 03-10-200~
FZLE NUHBER 21 0~-0308
COUNTY CUHBERLAND
ACN 101
I Amoun* Remi~ed
REV-16~i? EX AFP C09-0¢)
VIOLET V
HAKE CHECK PAYABLE AND REMIT PAYNENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS L]:NE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
REV-15~7 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT~ ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF HOLTRY VIOLET V FILE NO. 21 0~-0508 ACN 101 DATE 12-27-200~
TAX RETURN WAS: (X} ACCEPTED AS FILED ( } CHANGED
RESERVAT]:ON CONCERNZNG FUTURE INTEREST - SEE REVERSF
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es*a*e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
$. Closely HeZd S~ock/Par~nership In~eres~ (Schedule C) ($)
~. Not,gages/No,es Receivable (Schedule D) (~)
6. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E)
6. Join~Zy O~nad Propar~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~el Assa~s
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expenses/Adm. Cos~s/Hisc. Expenses (Schedule H) (9)
10. Dab~s/Nor~gage Liabilities/Liens (Schedule Z) (10)
11, To,al Deductions
~q80. O0
.00
68~, 06r~. 95
.00
.00 NOTE: To insure proper
credi~ *o your account,
submi~ ~he upper portion
.00 of ~his fore #i~h your
~ax payment.
.00
(8)
18,5~2.62
12.
15.
1~.
NOTE:
ASSESSHENT OF TAX:
5~2.q6
(11)
72,5~.95
53,~59.87
AHOUNT PAZD
2,~05.69
TOTAL TAX CREDIT I 2,~05.69
BALANCE OF TAX DUEI .00
INTEREST AND PEN. I .00
TOTAL DUE / .00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT KS REQUIRED.
ZF TOTAL DUE 1S REFLECTED AS A "CREDIT' (CR), YOU NAY BE DUE i\/~-
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCTZONS.) ~),~
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
15. Amoun* of Line lr+ ai Spousal rate
16. Amoun~ of Line 1~ *axable a~ Lineal/Class A ra~ca
17. Amoun'l: of Line lfi a* Sibling ra4:e
18. kmoun'l: of Line 1~ ~axable a* Collateral/Class B ra~e
19. Princ/pal Tax Due
TAX CREDITS:
PAYHENT RECE/PT DISCOUNT (+)
DATE N~BER ~NTEREST/PEN PAZD (-)
10-22-200q CDOOqSq8 . O0
(1S) .00 X O0 = .00
(16) 53'c~59'87 X 0~5= 2,~,05.69
(17) .00 x 12 = .00
(18) . O0 x 15 = . O0
(19)= 2,~+05.69
Ne~ Value of Tax Re~:urn (12)
Charitable/Governmental Bequests; Non-eZec*ed 9115 Trus*s (Schedule J) (13) . O0
Ne~: Value of Es~:a~:e Subjec4: ~:o Tax (1~) 53,~59.87
zf an assessment Nas issued previously, 11nas 1~, 15 and/or 16, 17, 18 and 19
reflect flgures that include the total of ALL returns assessed to date.
Cumberland Louncy - KeglBLeL VL n~~~=
One Courthouse Square
Carlislef PA 17013
Phone: (717) 240-6345
Date: 2/02/2006
DAVIS HAMILTON C
20 E BURD ST STE 6
PO BOX 40
SHIPPENSBURG, PA 17257-0040
RE: Estate of HOLTRY VIOLET V
File Number: 2004-00308
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:
3/10/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
$~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
JuuCje
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/21/2006
HOLTRY CLARENCE W JR
721 FIRESIDE DRIVE
SHIPPENSBURG, PA 17257
RE: Estate of HOLTRY VIOLET V
File Number: 2004-00308
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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:
3/10/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
Vt
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/21/2006
TOSTEN ESTHER
955 RIDGE ROAD
SHIPPENSBURG, PA 17257
RE: Estate of HOLTRY VIOLET V
File Number: 2004-00308
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
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:
3/10/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~,.~&AJ~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
-- - ""l
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~
~ _.--: _.~..._._.... _ ...~"":^T!i1iJ _ _e ~_____:i_ ___it _-,_...:;J .-r'\..-....,....~..c-_
.n:~.{~gJl.:sl!,.(::;1!.. lU'! 'ij'f/ 1ll!..!L:5i tUi.lL ~tUl..l!.ll.l1IU\cjC .ll.ai.lLl!.\Ul. v\UluJi.!.l.lLy
STATUS REPORT tJl'\lvERRULE 6.12
Name of Decedent: --.:.t) J L't, E",'
V. -Ii C/c-rJt.,v
Ie'. ~v?
A'-dJ .;:JJ-{/-l~ 6~g
Date of Death:
fli1A. 12-t.~ if
Estate No.: c0Jt.~V- dCfl6
I
.,
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~ther administration of the estate is complete:
Yes~ No 0
2. Ifilie answer is No, state when th~ 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 persoii~~presentative file a final account with the CoUrt? .
Yes 0 No J;{
b. The separate Orphans' Court No. (if any) for the personal representative's
account is: Y\ 'A.
c. Did the per~~epresentative state aL! account iD..fonnally to the p~"iies in
interest? y~ No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk ~f the Orphans' Court and may be
attached to this report. ~,,/
Date: 2('.), \ lJlp 7l4->",'/L I'- IL '---
Signature
=+-~41\-\.lL-l7rl \ C .~u I:)
Name
~."
'c".',
\(~jeX'i. L.40 ;S,h'lffJP;1S~)LiAS flI7L~Y)
Ji...daress
--;/ 7~. 53rJ -L)-1/ 3
Telephone 1'-To.
Ca.paC:i.tj: U ?e:tsoZ:.al Represen:ative
j)(J rr,",-nc.l .(:;-,,- "~e-'"'''''-.'"'l "'~""'-e..."'-t......:v~
/'T ,-,'.J~...!.l:::,-,_ 1'....1 p !~Ul.!.a._ .!.C}J.L ,::,......L.!. a.l..!. . v
~