HomeMy WebLinkAbout04-0371 Estate of
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
Mervin M. Chronister
No. 21-04- .l:~? /
To:
~:~ Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
cial Security No. 189-09-4745
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executors named
in the last will of the above decedent, dated March 21t__1980
and codicil(s) dated N/A
(state relevenat circumstances, e.g. renunciati~etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with
the Decedent's last family or principal r~sidence at
North Middleton Township 801 North Hanover Street
(list street, number and municipality)
Decedent, then 86 years of age, died
at
Except as follows, ~ not marry, was not d~vorced and dtd not have a child ~
om 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:
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented
herewith and the grant of letters Testamentary
thereon. ,
cy x,q t~nronister
'861 Wes't Louther Street
Carlisle~ PA 17013
"IS81 Newviile ~0'~d '
.Carlisl% PA 17013
OATH OF PERSONAL REPRSENTATIVE
COMMONWEATLH 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 accord law.
Sworn to or affirmed and subscribed ~-~
before me this/~ day of~/c../ ?'~/d'~t '~'~--~~~~-'"
.Percy'l][. Chronister -'-
'N°~jn~an h. ~2h r~//id ter
Register of Wills of Cumberland County, Pennsylvania
OATH OF NON-SUBSCRIBING WITNESS
Estateof VV',~-~:~ ~. C ~~-~ Number ~/-,O'/' ~/
also known as
, Deceased
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and
say(s) that (I am/we are) familiar with the signature of YlA.~;-v,'.~ 14,'~. C [-,.co,,.,'~t'~ .r-.
, testat~ c-
of (~".o '''~ +k~. ,-,~,,.,.,.'~.:--
............... , ,u wi;.~u~se~ i.u) the will/codicil
presented herewith and that '~,-~ ~
the handwriting of
of ~ .~
knowledge and belief.
Sworn to or affirmed and subscribed
before me this //~7'/-/ day of
Sworn to or a~irmed and subscribed
befo~f~me thie- '~ day of
believes the signature on the will/codicil is in
to the best
(Signature)
For the Register
,20
(Signature)
(Signature)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NONSUBSCRIBING WITNESS
Robert G. Frey, .................................
a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that he is
familiar with the signature of Mervin M. Chronister, the Testator to the will presented herewith
and that he believes the signature on the will is in the handwriting of Mervin M. Chronister to the
best of my knowledge and belief. ~~
Sworn to or affirmed and subscribed before ~
me this /CT/tT// day of ' ' -
April, 2~004 , . Robert G. Frey
~ ~ - - ( ,~ . ~ 5 South Hanover Street, Carlisle, PA 17013
~xegtster
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10326585
No.
Local Registrar
APR 1 2 200
Date
TYPEm'RINT
BLACK INK
H10~.143 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
~ CERTIFICATE OF DEATH Mervin
,~ John Chronister
Annie Haverstock
~. Norm [stet INFORMANTS MNUNG AOORESS (S~me~ C~/~. $~t~. ~p C(x~)
O~(S~) ~,,.April 15, 2004
ACTIN~ A~ SUCH LICENSE NUMBER
PLACE OF DISPOSfflON. Name ~ .~ C .mmMmy
Cumberland 9~lley
219 N.
EDtCA
:
LOCATION (SltsM, C~,'T~,m, State)
OCCURRED.
LAST WILL AND TESTAMENT OF
MERVIN M. CHRONISTER
MERVIN M. CHRONISTER, OF 1319 North West Street in the
Borough of Carlisle, Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding, do hereby make, publish
and declare this as and for my Last Will and Testament hereby revoking
and making void any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executors to pay all or my just
debts and funeral expenses as soon after my death as may be found
convenient to do so.
2.
and mixed,
All the rest, residue and remainder of my estate, real, personal
and wheresoever the same may be situate, I give, devise and
bequeath in equal shares to such of my eight (8) children as may survive
me by a period of Ninety (90) days, the share any deceased child would
have received to pass to such of his issue per stirpes as shall survive me
by a period of Ninety (90) days. I am the father of the following eight (8)
children: Betty Lou Walters, Percy K. Chronister, Norman L. Chronister,
James Michael Chronister, Nora Ann Coyle,
Angle, and Charles M. Chronister.
3. I hereby nominate,
K. Chronister and Norman L.
Peggy V. Wagner, Connie Sue
constitute and appoint my two (2) sons, Percy
Chronister, or either of them, as Co-Executors
of this my Last Will and Testament and further direct that neither of them
shall be required to post any bond to secure the faithful performance of his
duties in the Commonwealth 0f Pennsylvania or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this
my Last ~,rill and Testament written on two pages this 21st day of March,
1980.
Page 1 of 2 Pages
Signed, sealed, published, and declared by MERVIN M. CHRONISTER,
the Testator above named, as and for his Last Will and Testament, in our
presence, who, in his presence, at his request, and in the presence of
each other, have hereunto subscribed our names as attesting witnesses.
Page 2 of 2 Pages
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Mervin M. Chronister
Date of Death:
April 11, 2004
Will No. Admin. No. 21-04-0371
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: April 20, 2004.
Name
Betty L. Walters
Percy K. Chronister
Norman L. Chronister
Michelle Shannon
Nora Ann Hill
James M. Chronister
Peggy V. Wagner
Connie S. Angle
Address
3320 Trindle Road, Camp Hill, PA 17011
861 West Louther Street, Carlisle, PA 17013
1481 Newville Road, Carlisle, PA 17013
113 S. Mansfield Blvd., Cherry Hill, NJ 08034
203 Fairfield Street, Apt #4, Newville, PA 17241
786 Creek Road, Carlisle, PA 17013
101 Wood Pointe Court, Lexington, NC 27295-9245
177 Skylight Drive, Hanover, PA 17331
Notice has now been given to all persons entitled thereto under Rule 5.6)a) except
NO EXCEPTIONS
Date: 4/23/04
Name:
Address:
Signature
Robert G. Frey
5 South Hanover Street
Carlisle, Pennsylvania 17013
Capacity: Personal Representative
X Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004106
FREY ROBERT G
5 S HANOVER STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 189-09-4745
FILE NUMBER: 2104-0371
DECEDENT NAME: CHRONISTER MERVIN M
DATE OF PAYMENT: 07/01/2004
POSTMARK DATE: 07/01/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 04/1 1/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,350.00
REMARKS:
TOTAL AMOUNT PAID:
,350.00
SEAL
CHECK# 108
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
REV.1S00 EJ( {6-ll0}
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
" OEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
'\
OFFICIAL ISE ONLY
I
FILE NUMBER
2..L-~~
COUNTY CODE YEAR
3L1-_
NUMBER
DECEqENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
C k -r O~\ " ~ t- c..J..... M --U' ,..,"" V\ \1\1\..
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD.YEAR)
It t7 6 :5 /?I
(IF APPLICABLE SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
'~Ct - oq I..j 7 S--
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER F WILLS
SOCIAL SECURITY NUMBER
~ 1. Original Retum
D 4. Limited Estate
D 6. Decedent Died Teslate (Allach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (dale 01 dealh after 12-12.a2)
o 7. Decedent Maintained a Living Trusl (Allach alllY 01 Trusl)
D 10. Spousal Poverty Credit (dale 01 death belween 12.31-91 and 1-1-95)
o 3. Remainder Relum (dal of death priOllo 12-13-82)
D 5. Federal Estate Tax R m Required
6 8. Total Number of Safe
D 11. Election 10 tax under
1. Real Estate (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnef5hip or SoJe-Proprielorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-VIVos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (tolal 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 B minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has nol been
made (Schedule J)
5't3'ir
14. Net Value Subject to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
(4)
(5)
S 2.. 1& 7
I
(6)
(7)
(B)
(9)
(10)
I. r; 2- C(
I
(11)
(12)
(13)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
15. Amount of Une 14 taxable at the spousal lax
rate, or Iransfers under See. 9116 (a)(12)
16. Amount of Une 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
1~. Amount of Line 14 taxable at collateral rate
19. Tax Due
31
I
x .0 _ (15)
x.0~16) 0
x .12 (17)
x .15 (1B)
(19)
'3, 3 ?;-
20.0
":.'" :,,:' ':' "i:,:"",,','?'>tT>>' BE:SURETO ANSWER'ALL"QUESTioNS",ON"REVSRSe:SujE"AND RECHECK MATH < <,
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
:,.~,=..f.~..'.':''' ,...... ..'~~.... .'
o d
ece ent s ComPlete Address: I
STREET ADDRESS
CITY ISTATE IZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
I, 4( 6
.
o
.J 3S-o
,
~~
Total Credits (A + B + C ) (2)
/1 4 I Y'
.e
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty ( D + E ) (3)
4. If Une 2 Is greater than Line 1 + Line 3, enter the difference. This Is the OVERPAYMENT.
Check box on Page 1 Une 20 to 'request a refund (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 lax due. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
o
6-
..
o
o
Yes
o
D
o
.......0
o
Did decedent own an "In trust for" or payable upon death bank account or security at his or her death? . . . . .. 0
4. Did decedent own an Individual Retirement Account. annuity or other non-probate property which
IF THE AN~:::~~ :;fi:J~d::~~~:n~U~S~~N~ I~ ~E~, ~~U 'M~S~ ~~M~L~ ~~H~D~~E ~ ~N~ ~I~E ~ ~~ P~~T ~THE R~N.
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
0I
~
b. retain the right to designate who shall use the property transferred or its income;
1.
Did decedent make a transfer and:
a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . . . . . . . . ..
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,dld decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
g]
~
3.
A
DATE
I () i C 0 S-
5-
S"H.J~
\-\.~J V' S '-
J
C*,-,/t's/e fA 1(013
j
For dales of death on or after July 1, 1994 and before January 1, 1995, the tax rate Imposed on the net value of transfers 10 or for the use of the surviving spouse Is 3%
[72 P.S. Section 9116 (a)(l.l)(fll.
For dales of deeth on or after January 1, 1995, the tax rate imposed on U
The stalute does not exempt e transfer to a surviving spouse from tax, an
the surviving spouse is the only beneficiary.
The lax rate imposed on the nel value of transfers to or for the use of the dl
.
bvE: 10, CJ.-')
~\ 5D'00,
d1PD dO DC)
SJ LU>--"C
. _. .",alll.3)].A sibling I. defined, under Section 9102, as an
ing spouse Is 0% [72 P.S. Sacllon 9116 (a)(l.l)(i1)].
,nd filing e tex return ere still appllc8ble even if
For dale. of deeth on or after July 1, 2000:
Tha lax rale imposed on the nel value of transfers from a deceased child h
or a stepparent of the child Is 0%[72 P,S. Section 9116(a)(1.2)].
1e use of a naturel parent, an adopUve parant,
\ In 72 P.S. Section 9116(1.2) [72 P.S. Section 9116(a)(1)].
The lax rata imposed on the net value of transfers to or for the use of (he de
Individual who has at least one parent in common wilh !he decedent, whethe. _,_ or edoption.
217
REV-1500 EX (6-00)
COMMONWEALTH OF
PENNSYlVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE 11NL Y
FILE NUMBER 21-04-371
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COUNIY CODE YEAR
SOCIAL SECURITY NUMBER
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAl)
~ Mervin M. Chronister
w DATE OF DEATH ~YEAR) DATE OF BIRTH (M\1-DD-YEAR)
Q
~ 4/11/2004 6/3/1917
~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
189-09-4745
REGISTER OF
SOCIAL SECURITY NUMBER
~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of WilQ
o 9. Litigation Proceeds ReceNed
o 2. Supplemental Return
04a. Future Inta.- Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
010. Spousal PoIIeflyCrMl(_or__12-31-91 and 1-1-95)
03. Remai.-RoI1.m(_or
05. Federal Estate Tax Retu
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NAME
Robert G. Fre
FIRM NAME (If Applicable)
5 South Hanover Street
TELEPHONE NUMBER
717-243-5838
COMPLETE MAILING ADDRESS
5 South Hanover Street
Carlisle, Pennsylvania 17013
OFFICIAL SE ONLY
1. Real Estate (Schedule A)
(1) NONE
(2) NONE
(3) NONE
(4) NONE
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(5)
32,967
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6. Jointly Owned Property (Schedule F) (6) NONE
Dseparate Billing Requested
7. Inter-VIVOS Transfer & Miscellaneous Non-Probate Property
(Schedule G or L) (7) NONE
8. TOTAL GROSS ASSETS (total Lines 1-7)
(8)
32 967
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debls of Decedent, Mortgage Liabilities, & Liens (Schedule I) :10) NONE
1,629
11. TOTAL DEDUCTIONS (total Lines 9 & 10)
(11)
(12)
1629
31 338
12. NET VALUE OF ESTATE (line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
(13)
(14)
31 338
14. Net Value Subject to Tax (line 12 minus Line 13)
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
j: 16. Amount of Line 14 taxable at lineal rate 31,338 x .045 (16)
~
:;)
G..
::t 17. Amount of Line 14 taxable at sibling rate X .12 (17)
0
0
~ 18. Amount of Line 14 taxable at collateral rate X .15 (18)
I-
19. Tax Due (19)
1410
1410
20.@
_=---~---'-'::~~d~--O:-~;;;;:::-~~~::=::""'~=-,=,--- _
- -~ ~ - ~-~ - - - - - -
- - - - - - -- - - - - - -
~ - - - ~ - - - - - -- - - - - --
~ - - --- - - -- --- - --- - --
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- - -- -- -- -- ---- - - - - - - - ---
----- --- - - -------~ - ----- -~---- ---~---- --- --- -----
~------------ ----
217 Mervin M. Chronister 18 9-09-4745
Decedent's Complete Address:
STREET ADDRESS I
801 North Hanover Street
I
CITY I~TATE 1~'P
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) 1,410
2. CreditslPaymenls
A. Spousal Poverty Credit
B. Prior Payments 1,350
C. Discount 68
Total Credits (A + B + C) (2) 1418
3. InterestlPenalty if applicable
D. Interest
E. Penalty
T otallnterestlPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund (4) 8
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. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOC ~S
1. Did decedent make a transfer and: Yes ~
a. retain the use or income of the property transferred; .. 0
b. retain the right to designate who shall use the property transferred or its income; 0
c. retain a reversionary interest; or 0 [gJ
d. receive the promise for life of either payments, benefrts or care? .. 0 IlJ
2. If death occurred after December 12,1982,did decedent transfer property within one year of death
without receiving adequate consideration? . . 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . 0 fZ}
4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which
contains a benefICiary designation? ., 0 []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPlETE SCHEDULE G AND FILE IT AS PART OF THE RETUF N.
Under penalties 01 perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
and comDlele. Declaration 01 DreDarer other than the oorsonal renresentative is based on all information of which DreDarer has any knowIedae.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
ADDRESS
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
For dates 01 death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3'1(,
[72 P.S. Section 9116 (a)(1.1)(i)).
For dates of death on or after January 1, 1995, the tax rate imposed onlhe nelvalue of transfers to or for the use of the surviving spouse is O'llr [72 P.S. Section 9116 (a)(1.1)(ii)).
The statute doos not exempt a transfer to a surviving spouse from lax, and the statutory requirements for disclosure 01 assets and filing a lax retum are still applicable even W
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The lax 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 paren~ an adoptive paren~
or a stepparent 01 the child is 0'llr[72 P.S. Section 9116(a)(1.2)].
The lax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5'1(" except as noted in 72 P.S. Section 9116(1.2) [72 P.S. Section g 1 6(a)(1)).
The lax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12'llr [72 P.S. Section 9116(a)(1.3)].A sibling is defined, under Section 9102, as a
individual wIlo has at least one parent in common with the decedent, whether by blood or adoption.
AT
.REV-l508 E}< + (1-97) OJ
SCHEDULE E
COMMONWEALTH OF PENNSYlVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Mervin M. Chronister 21-04-371
InckJde \he proceeds '" iligation and \he dale \he proceeds -............. by the esIaIe. AlL PROPERlY JOINTL Y-OWNED WITH THE RIGHT OF SUR\/1VORSHlP MJST BE DISCLOSED ON SO ;QULE F.
ITEM VALU E AT DATE
NUMBER DESCRIPTION OF DEATH
1. M& T Bank Account No. 29,900
2. Nursing Home refund 2,729
3. Insurance refund 157
4. Insurance refund 181
I
TOTAL (Also enter on line 5, Recaoitulation)'$ 32,967
(If more space is needed, insert additional sheets of the same size)
217
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Mervin M. Chronister
21-04-371
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
MOUNT
1.
FUNERAL EXPENSES:
Hoffman Roth Funeral Home, balance owed
167
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
Year(s) Commission Paid:
State
Zip
2.
3.
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimanrs, attach explanation)
Claimant
1,000
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountanrs Fees
6. Tax Retum Preparer's Fees
7. Final medical bills
8. Bank fee
9. Final bill, Coca Cola Club
includ wI atty fee
includ d wI atty fee
417
15
30
TOTAL Also enter on line 9 Reca itulation $
(If more space is needed, insert additional sheets of the same size)
1629
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBlOR
I
I
Mervin M. Chronister 21-04-474&;
RELATIONSHIP TO DECEDENT AMOU~ T OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116 (a) (1.2)]
1 Betty L. Walters Daughter 12.50%
2 Percy K. Chronister Son 12.50%
3 Norman L. Chronister Son 12.50%
4 Michelle Shannon Granddaug hter 12.50%
5. Nora Ann Hill Daughter 12.50%
6. James M. Chronister Son 12.50%
7. Peggy V. Wagner Daughter 12.50%
8. Connie S. Angle Daughter 12.50%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 CO VER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
I
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ I
0
(If more space is needed. insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-26-2005
CHRONISTER
04-11-2004
21 04-0371
CUMBERLAND
101
APPEAL DATE: 02-24-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~I_~~9~~_I~!~_~!~~______~___~~!~!~_~Q~~~_~Q~!!Q~_EQ~_YQ~~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MERVIN M FILE NO. 21 04-0371 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
ROBERT G FREY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
CHRONISTER
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 Interest (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
) CHANGED
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
32.967.00
.00
.00
(8)
REV-1547 EX AFP (06-05)
MERVIN
M
(9)
1l0)
1,629.00
DATE 12-26-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
32,967.00
1.6~9 00
31,338.00
.00
31,338.00
NOTE: I~ an assessment was issued previously, lines 14, 15 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. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00
(11)
(12)
(13)
(14)
.00 X 00 = .00
31,338.00 X 045 = 1,410.00
.00 X 12 = .00
.00 X 15 = .00
(19)= 1,410.00
.---. l+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-01-2004 ...... CD004106 70.50 1,350.00
12-19-2005 REFUND .00 10.50-
TOTAL TAX CREDIT 1,410.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
pt-
( 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.)
BUREAU OF INDIVIDUAF:::t~~~r,
INHERITANCE TAX DIVISION -- ~ - '
PO BOX 280601
HARRISBURG PA 17128-06Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
REV-1607 EX AFP (03-D5)
",I'
. '-' ,
I' , ~
"-
" , ~ ')
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-03-2006
CHRONISTER
04-11-2004
21 04-0371
CUMBERLAND
101
MERVIN
M
\~,
ROBERT a'FREY
5 S HANOVER ST
CARLISLE
Amount Remitted
PA 11013
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, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS
+-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF CHRONISTER MERVIN M FILE NO.21 04-0371 ACN 101 DATE 01-03-2006
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: 12-19-2005
PRINCIPAL TAX DUE: 1,410.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-01-2004 CD004106 70.50 1,350.00
12-19-2005 REFUND .00 10.50-
TOTAL TAX CREDIT 1,410.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II 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. )
RK
STATUS REPORT UNDER RULE 6.12
Name of Decedent: MERVIN M. CHRONISTER
Date of Death: April 11, 2004
Will No.
Admin. No. 21-04-00371
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 () No (X).
(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.
!\. J ~r... i ~.
~I ~--LJ.~
Sigltature .
Robert G. Frey
Name (Please type or print)
Date: March 7, 2006
5 South Hanover Street
Carlisle. Pa 17013
Address
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
~~
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/06/2006
FREY ROBERT G
5 S HANOVER STREET
CARLISLE, PA 17013-3385
RE: Estate of CHRONISTER MERVIN M
File Number: 2004-00371
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. 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 is due by:
4/11/2006
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
Personal Representative(s)
y}
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/06/2006
CHRONISTER NORMAN L
1481 NEWVILLE ROAD
CARLISLE, PA 17013
RE: Estate of CHRONISTER MERVIN M
File Number: 2004-00371
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. 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 is due by:
4/11/2006
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,
~~~
Clerk of the Orphans' Court
cc: File
Counsel
v?r
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/06/2006
FREY ROBERT G
5 S HANOVER STREET
CARLISLE, PA 17013-3385
RE: Estate of MALLIOS CONSTANTINOS N
File Number: 2004-00373
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:
4/09/2006
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.
sz:y~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
V?7