HomeMy WebLinkAbout02-0250PETITION FOR PROBATE & GRANT OF LETTERS
Estate of MARY A. DARR
also known as
Social Security No. 204-03-6177
NO.
, deceased.
21-02- ? 50
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioner, who is 18 years of age or older and the Executrix named in the Last Will of the above
decedent dated March 10 ,1975, and codicils dated none ,19 The Executor
named none died Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or
principal residence at 460 Easy Road, North Middleton Township, Carlisle
Decedent, then 90 years of age, died
Care Health Services
February 21 ,2002, at Manor
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was nOt the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $50,000.00
(If not domiciled in PA) Personal property in PA $.
(If not domiciled in PA) Personal property in County $.
Value of real estate in Pennsylvania, situated as follows: $25,000.00
460 Easy Road, Carlisle, North Middleton Township, Cumberland County
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) prese6ted-
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(s) of Petitioner(s): .,~
V~st~ Zook ~oa
1621 WaR.qoners Gap d
Carlisle, PA 17013
717-243-5997
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND :
SS
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative 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 8th day of
March , 2002.
/'7-
No. 21-02- 250
Estate of
MARY A. DARR
, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, March ! ! ,2002, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
March 10, 1975 described therein be admitted to probate and filed of record as the
Last Will of Mary A. Darr ; and Letters Testamentary are hereby granted to
Vesta Zook
FEES
Probate, Letters, Etc ........ $115.00
Shod Certificates(-3- )..'.. $ 9.00
Renunciation(s) ........... $.
JCP .................... $. 5.00
Other Will Paqes (-1-) .... $.3.00
TOTAL: .... $. 132.00
Filed ...... MAR~H .Li ,,. 2002 .......
/ F. egi~r of Wills/
IRWIN McKNiGHT & HUGHES
Douglas G. Miller, Esquire (83776)
ATTORNEY (Sup. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
hs 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 £or this certificate, $2.00
P 8168856
No.
~ ~ocal Registrar ',4.
~ F~B 2 2 2002
'~ Date
21-02-250
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
Mary A. Dart
" '~.~l. "9n~ --mq -- =~.~.~ '. Feb. 21, 2002
~rl~d S.Mi~leton M~or ~re Health ~ices
~8
460 ~sy R~O ,E~ 1~ PA ~ ,,,.~
~rlisle, Pa 17013
~'~'~' ' White
S~q~q~NO SPOUSE
1621
,~-~ Middleton
Feb. 25, 2002
pC.em
Funeral Home
.................................................................. =. ~u E~& ~ ~,~ ~~
t2~ 7. SS'S'lb - C
w I L L
21-02-250
:I, I~3ARY A. DARR of Carlisle R. Dq #2, Cumberland County,
:Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
:ITEPR OIVE. I direct that all my debts and. funeral expenses,
:including my grave marker, shall be paid from my residuary estate,
<~s soon as practicable after my decease, as a part of the expense
of the administration of my estateo
:ITEM TWO. I specifically give and devise the real property awned
by me at my death located in Forth Middleton Township, consisting
of approximately one acre more or less on or near Easy Road, toge-
ther with mobile home erected thereon; and I give any°°. bequeath the
mobile home and all contents, household furnishings, personal
effects, including antique dishes, contained in such said. mobile
]tome and any autos owned by me at my death to my sister VESTA ZOOK,
Carlisle R. D. #3, Cumberland County, Pennsylvania.
ITEM THREE. I give and pequeath the residue of my estate, including
savings accounts and checking accounts, after payment o-~ all of my
debts and funeral expenses, including gravemarker, and including
inheritance and other taxes imposed by reason of my c~:eath, to the
six children of my sister VESTA ZOOK, share and share alike, per
stirpes, th~~ child or child_~~p=gin of any child of my sister predeceasing
`~ me taking the share of the y~arent who predeceases me.
r. .
7CTEM FOUR. All estate, irthcritance, succession and. other taxes,
imposed or payable by reason of my death, and interest anrd penalties
<~ thereon, with respect to all property comprising my gross estate for
t:ax purposes, whether or not such property passes under this will,
shall be paid aut of the principal of my residuary estate, without
~`~~ ~ apportionment or right of reimbursE~ment.
~~
~~„ ITEM FIVE. I authorize my executor and his or her suc~:y~ssor to
exercise the following powers, in a~~.dition to those given by law,
~~ t:o be exercised in his sole discretion.
~.
,. , ,
Ao To retain any real or personal property which may at any time
i=orm a part of my estate as long as he deems advisable.
F3. To invest in any real or personal property without restriction
t:o legal investments.
C;". To repair, alter, improve or lease for any period of time any
real or personal property and to give options for leases.
D. To sell at public or private sale, for casY1 or credit, with or
~~~ithout security, to exchange or to partition real or personal
Page one of two pages
property and to give options for sales or exchanges.
E. To compromise claims.
]E'. To make distribution in kindo
G. to exercise all power, authority and discretion given by this
will after the termination of any trust created herein until the
same is sully distributed.
ITEM SIXo I appoint my sister VESTA ZOOK Executrix of this my
last will. Should she for any reason fail to qualiJ~y or cease to
act as Executrix, then I appoint my neice WANDA JEAN C~RKLE
:Executrix of this my last will with the same powers, «uties and
discretion as if originally appointed.
ITEM SEVEN. I appoint my sister VESTA ZOOK guardian of any property
which passes to a minor and with respect to which I am authorized to
appoint a guardian and have not otherwise specifically done soo Said
guardian shall have the power to use principal as well as income
from time to time for the minor's supports welfare and education,
including undergraduate and graduate or vocational or t?~ade schools,
without regard to his or her parentys ability to provide for such
education, support or welfare or to make pay~aent for these purposes,
without further responsibility, to the minor or to the minorIls
parents or to any person taking care of the minoro Should she for
any reason fail to qualify or cease to act as guardian then I
appoint my neice WANDA JEAN CORKLE as guardian of this r:~y last will
with the same duties, powers ar.r.. discretions as if originally
appointed.
ITEM EIGHT. I direct that my personal representative or guardian
shall not be required to give bond for the faithful performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set ray hand this lU day of
March, in the year of our Lord one thousand nine hundred and seventy-
f ive .
S IGNED ~~ ~~~'~~'~J' ..L ~~1.~ ~~`r. r, ~
~~~
The preceding instrument, consisting of this and one other typewritten
page, each identified by the signature of the Testatrix was on the
day and date thereof signed, ~sublished and declared by MARY A. DARR,
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.
,, /;
..- ~
,.
~.
~~j'~-, --~.-
Page two of two pages
21-02-250
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
(each) a subscribing witness to the
law, depose(s) and say(s) that
codicil
will presented herewith, (each) being duly qualified according to
present and saw
the testat. , sign the same and that signed as a witness at the
request of testat in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day of
19
(Address)
(Name)
(Address)
Register
REGISTER OF WILLS OF C~aLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
_ VEgT& Z00K & CT~m¥ ZOOK
testat r-in: of (one
that __ each
l'lary A. Darr
(each) a subscriber hereto, (each) being duly qualified according to law. depose(s) and say(s) that
_ rh~y are familiar with the signature of Mary A. Dart
of the subscribing witnesses to) the will presented herewith amd
believes the signature on the will is in the handwriting of
to the best of
Sworn to or affirmed and subscribed before
me this 8th
day of
,_ Malt'ch ~.~ I~: 2002
their_ knowledge and belief.
VESTA~K -' (Name)
1621 WAGGONERS GAP ROAD, CARLISLE,
CINDY z(~g o
70 WILLOW GROVE 1~1~,~) CARLISg
PA
PA 17013
17013
(,4ddre~)
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
MARY A. DARR
February 21, 2002
21-02-0250
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on Aprilll, 2002 .
Name Address
Vesta Zook
Wanda J. Kell
1621 Waggoners Gap Road, Carlisle, PA 17013
3511 Enola Road, Newville, PA 17241
Alinda M. Flaharty
Randall L. Zook
Sharon K. Peffer
Robert A. Zook
Dorene L. Lebo
170 Willow Grove Road, Carlisle, PA 17013
70 Willow Grove Road, Carlisle, PA 17013
11 Parker Road, Newville, PA 17241
160 Willow Grove Road, Carlisle, PA 17013
1350 McClures Gap Road, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date: 04/11/02
IRWIN, McKNIGHT & HUGHES
Capacity:
Name Douglas G. Miller, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone (717) 249-2353
X
__ Personal Representative
__ Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
001198
IRWIN MCKNIGHT & HUGHES
60 WEST POMFRET STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 204-03-6177
FILE NUMBER: 2102-0250
DECEDENT NAME: DARR MARY A
DATE OF PAYMENT: 05/21/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 02/21/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $9,500.00
TOTAL AMOUNT PAID:
$9,500.00
REMARKS: IRWIN MCKNIGHT&HUGHES
SEAL
CHECK# 18582
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
REV- 1500 EX + (6-00)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
R 5.
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
CAPB
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OFFICIAL USE ONLY
FILE NUMBER
21-02-0250
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
204-03-6177
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Darr Mary A.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-OD-YEAR)
02/21/2002 01/27/1912
(IF APPL CABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ 1. OriginalReturn ~ 247! SupplemeotalReturn
4. Limited Estate · Future lnterest Compromise (date of death after 12-12-82)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
--J J 9. Litigation Proceeds Received ~ 10. Spouse, Poverty Credit
(date of death between 12-31-91 and 1-1-95)
NAME
Douglas G. Miller Esq.
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
717
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole-Proprietorship
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
Jointly Owned Property (Schedule F) (6)
~ Separate Billing Requested
Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(date of death
3. Remainder Return priorto 12-13-82)
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
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
33,500.00
~Ton e
None
None
68,249.74
None
None
OFFICIAL USE ONLY
(8) 101,749.74
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 15,23 7.21
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2,706.13
11. Total Deductions (total Lines 9 & 10) (11) 17,943.34
12. Net Value of Estate (Line 8 minus Line 11) (12) 83,806.40
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) /j~ (14)
83,806.40
C
O SEE INSTRUCTIONS ON REVERSE SIDE{F(31~APPUCABLE RATES
M
L.YI/
T UP 15. Amount of Line 14 taxable at the spousal tax
xA I rate, or transfers under Sec. 9116(a)(1.2) 0',~0.... X .0 0 (15) 0.00
T 16. Amount of Line 14 taxable at lineal rate 0.00 X .0 4_5 (16) 0.00
OI 17. Amount of Line 14 taxable at sibling rate 55,935.00 X .12 (17) 6,712.20
N 18. Amount of Line 14 taxable at collateral rate ~-;', 8--~. ~-~' X .15 (18)' ~ ~ ~'-~'~'. ~'
19. Tax Due ' ~ (19)' 1U, 8'-'~-~'. ~'~"
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
460 Easy Road
CITY
Carlisle
ISTATE
ZIP
J 17013
Tax Payments and Credits:
1. Tax Due IPage 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
9,500.00
500.00
(1)
Total Credits ( A + B + C ) (2)
10,892.91
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 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 Line 20 to recluest 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 tax due. (5A)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS Bt' 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 "in trust for" or payable upon death bank account or security at his
or her death? .............................................. [] r-~
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.
10,000.00
0.00
0.00
892.91
0.00
892.91
Under penalties of 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,
correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
Vesta R. Zook DATE
1621 Wagaoners Gap ~/~
IRWIN Mc~IG~ & ~GHES DATE j
60 West Pomfret Street ~ I~
...........................
~ a~;"~;~;'re'~;~;~"i/~9'95, ~he tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt 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. 9116 (a) (1.2)].
The tax rate imposed 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. 9116(1.2)
[72 P.S. 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. 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.
Copyright (c) 2000 form software only T he Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00)
REV- 150~ EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE A
REAL ESTATE
FILE NUMBER
Mary A. Darr SS¢/ 204-03-6177 02/21/2002 21-02-0250
All real property owned solely 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 willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with ri~lht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 460 Easy Road, North Middleton Township, Cumberland Co.
appraisal attached
TOTAL (Also enter on line 1, Recapitulation)
33,500.00
$ 33,500.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-150Z EX (Rev. 1-97)
REV- 1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Mary A. Darr SS~/ 204-03-6177 02/21/2002 21-02-0250
Include the proceeds of litigation 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
2
3
4
5
DESCRIPTION
M&T Bank, checking account
M&T Bank, savings
M&T Bank, certificate
1986 Pontiac (sold)
Miscellaneous personal property sold
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
Of DEATH
9,063.74
4,783.77
31,967.23
300.00
22,135.00
68,249.74
Copyright (c) 1996 form software only CPSystems, inc. Form REV-1508 EX (Rev. 1-97)
REV-1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary A. Darr SS~/ 204-03-6177
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
02/21/2002
FILENUMBER
21-02-0250
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Hoffman-Roth Funeral Home 7,123.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City
Year(s) Commission Paid:
State Zip
Attorney's Fees IRWIN McKNIGHT & HUGHES
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
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law Journal - estate notice publication
Kevin Wickard Auctioneer - fees
Recorder of Deeds - filing fee
Register of Wills - filing fee
Steven Barrett Real Estate, appraisal fee
The Sentinel - Legal - estate notice publication
TOTAL (Also enter on line 9, Recapitulation)
1
2
3
4
5
6
4,900.00
(If more space is needed, insert additional sheets of the same size)
132.00
75.00
2,610.88
27.50
25.00
250.00
93.83
$ 15,237.21
Copyright (c) 1996 form software only CPSystems, Inc, Form REV-1511 EX (Rev. 1-97)
REV-1512 EX + (1-97)
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary A. Darr SS~ 204-03-6177 02/21/2002
FILE NUMBER
21-02-0250
Include unreimbursed medical expenses.
ITEM
NUMBER
1
2
3
4
Carlisle Imaging Assoc.
DESCRIPTION
Carlisle Regional Medical Center
Hal S. Fineburg MD
ManorCare Health Services
AMOUNT
25.36
812.00
97.18
1,771.59
TOTAL (Also enter on line 10, Recapitulation) $
2,706.13
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form RE¥-1512 EX (Rev. 1-97)
REV- 1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary A. Darr SS# 204-03-6177
NUMBER
3
4
I1.
SCHEDULE J
BENEFICIARIES
02/21/2002
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
Alinda M. Flaharty
170 Willow Grove Road
Carlisle, PA 17013
Wanda J. Kell
3511 Enola Road
Newville, PA 17241
Dorene L. Lebo
1350 McClures Gap Road
Carlisle, PA 17013
Sharon K. Peffer
11 Parker Road
Newville, PA 17241
Randall L. Zook
70 Willow Grove Road
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Niece
Niece
Niece
Niece
Nephew
FILE NUMBER
21-02-0250
AMOUNT OR SHARE
OF ESTATE
1/6 remainder
1/6 remainder
1/6 remainder
1/6 remainder
1/6 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - 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)
0.00
Copyright (c) ?000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-O0)
Estate of: Mary A. Darr
Soc Sec #: 204-03-6177
Date of Death: 02/21/2002
Item
Continuation of Schedule J, Part I
(Taxable Bequests)
Name and Address of Beneficiary
Relationship
Amount or
Share of Estate
6
Robert A. Zook
160 Willow Grove Road
Carlisle, PA 17013
Vesta Zook
1621 Waggoners Gap Road
Carlisle, PA 17013
Nephew
Sister
1/6 remainder
real & pers.
prop.
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S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES
rue rvo.
03/12/2002
Irwin, McKnight 8 Hughes
60 West Pomfret Street
Carlisle, PA 17013
File Number: 02-0181
In accordance with your request, I have personally inspected and appraised the real property at:
460 Easy Road
Carlisle, PA 17013
The purpose of this appraisal is to estimate the market value of the subject property, as improved.
The property rights appraised are the fee simple interest in the site and improvements,
In my opinion, the estimated market value of the property as of February 21, 2002 is:
33,500
Thirty-Three Thousand Five Hundred Dollars
The attached report contains the description, analysis and supportive data for the conclusions,
final estimate of value, descriptive photographs, limiting conditions and appropriate certifications.
Respectfully submitted,
~-
Stan A. Skowronek
Certified Residential Appraiser
124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627
SUMMARY APPRAISAL REPORT
~,,,„~~~„ r,~«.;„f;„„ UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 02.0181
i~ro erty Address 460 Eas Road Cit Carlisle State PA Z Code 17013
Legal Description Deed Book C-28, Page 999 County Cumberland
Assessor's Parcel No. 29-06-0023-007 Tax Year 01-02 R.E. Taxes $ 358.00 S ecial Assessments S None
Borrower DARR Mar A. Current Owner Same Occu ant: Owner Tenant X Vacant
„ Pro ert ri hfs a raised X Fee Sim le Leasehold Pro ect T e PUD Condominium HUDNA onl Hoas N/A ~Mo.
hborhood or Pro ect Name North Middleton Tw Ma Reference 06-0023 Census Tract 0119.00
Nei
g
Sale Price $ N1A Date of Sale N!A Desgi lion and $ amount of loan char eslconcessions to be aid b seller N/A
LenderrClient Irwin, McKnight 8f Hughes Address 60 West Pomfret Street, Carlisle, PA 17013
An raiser Stan A. Skowronek Address 126 North Hanover Street Carl isle PA 17013
Location Urban X Suburban Rural Predominant Single family housing Present land use % Land use change
built up ^ Over 75% ^X 25-75% ^ Under 25% occupancy P ~ E AGE One family 40% ^ Not likely ^ Likely
Growth rate ^ Rapid ^X Stable Slow ^X Owner 95 15 Low New 2-4 family 0% ^X In process
^
Declining ^ Tenant 120 Hi h 100 Multi-famiy 0% To: Residential
Property values ^ Increasing ^X Stable
Demandlsupply ^ Shortage ^X Inbalarx:e ^ Oversupply ^X Vacant(a5%) Predominant Commercial 0%
Marketing time Under 3 mos. X 3-6 mos. Over 6 mos. vawm wet sxl 90 40 Vacant ; 60%
Note: Race and the racial composition of the neighborhood are not appraisal factors.
Neighborhood boundaries and characteristics: Subject is bounded on the north by Enola Rd, on the east by Spring Rd, on the south b
Newville Rd and on the west b Bloserville Rd.
Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.):
There are no adverse factors to affect marketabilit of sub"ect. Diverse stable em to ment and all su ortin amenities are
~~ within easy driving distance SMSA 3240
Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time
- -such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.):
Property sales records and MlS statistics show a steady, moderate increase in pro ert values over the ast ear. Avera e
marketin time of 80-100 da s shows a ood balance of su I and demand. Few sales and financin concessions are
needed in the nei hborhood.
• Project Information for PUDs (If applicable) - • Is the developer/builder in control of the Home Owners' Association (HOA)? YES NO
Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A
Describe common elements and recreational facilities: N/A
Dimensions See le al descri lion Topography Basically Level
Site area 1 Acre m!I Corner Lot Yes X No Size Typical for area
Specific zoning classification and description A ricultural Shape Irre ular
Zoning compliance ^X Legal ^ Legal nonconforming (Grandfathered use) Illegal No zoning Drainage A ears ado uate
Hi hest & best use as im roved: X Present use Other use ex lain View Residential
Utilities Public Other Off•site Improvements Type Public Private Landscaping Avera e
Electricity Q 100 am Street Macadam ^X ^ Driveway Surface Stone
Gas ^ Curb/gutter None ^ ^ Apparent easements None A Arent
Water ^ Well Sidewalk None ^ ^ FEMA Spedal Flood Hazard Area Yes X No
Sanitary sewer ^ Se tic Street lights None ^ FEMA Zone C Map Date 04/01/82
Storm sewer Alle None FEMA Ma No. 420367 0010 B
Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): Well/Se tic
common for area and have no adverse affect on marketabilit .There are no adverse easements encroachments or other
adverse conditions.
GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION
No. of Units 1 Foundation COnC. BlOCk Slab None Area Sq.Ft. None Roof ^
No. of Stories 1 Exterior Walls Alum. CravASpace Full °~ Finished N/A Ceiling
Type (Det.lAti.) Detached Roof Surface Metal Basement None Ceiling NIA Walls ^
Design (Style) Mobile Gutters & Dwnspts. Aluminum Sump Pump Norte Walls N/A Floor
^
Existing/Proposed Existin Window Type Casement Dampness None Obs. Floor NIA ~
None ^
Age (Yrs.) 33 Storm/Saeens Yes Settlement None Obs. Outside Entry N!A u°k~ 0
Effective A e Yrs. 15-20 Manufactured House Yes Infestation None Obs.
ROOMS Fo er Livin Dinin Kitchen Den Famil Rm. Rec. Rm. Bedrooms # Baths Laund Other Area S .Ft.
Basement
Level ~ 1 1 2 1 672
• Level2
• 0
Finished area above rade contains: 4 Rooms' 2 Bedroom s ; 1 Baths ; 672 S uare Feet of Gross Livin Area
INTERIOR Materialslr:,ondition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE:
Floors Car et/Vin I Type FHA Refrigerator ^X None Q Fireplace(s)# None ^
Walls Panel/Vin I Fuel Oil Range/Oven ^X Stairs ^ ^
Patio Garage # of cars
Trim/Finish Vin I ConditionAv Disposal Drop Stair ^ Deck Attached
Bath Floor Vin I COOLING Dishwasher Scuttle ^ Porch Covered ^X Detached 1
Bath Wainscot Vin I Central None FanlHood ^X Floor ^ Fence ^ Built•In
Doors Hollow Core Other None Microwave ^ Heated ^ Pool ^ Carport 1
Avera a Condition ConditionNlA Washer/ er Finished Drivewa 2 Stn
Additional features (special energy efficient items, etc.): The crawls ace has a dirt floor is a roximatel 4 feet in hei ht and contains
vv#~i' h s re ~n car~~srve~a.
Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction remodelingladditions, etc.: Im rove
ments are in Avera a condition with no h sical or functional inade uacies a Arent.
Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements
on th
it
,
e s
e, or in the
immediate vicinity of the subject property: No adverse environmental conditions area Arent/disclosed.
°redale Mac r«m ~0 6-99 PAGE 1 OF 2
ProCUCa° ufing P°laroid D~g~lal SNUt10n! fnllware. 9ofi 13t a'27 -wr. PnHroid~«ms cnm Fannie Mae Fpm 1001 693
SUMMARY APPRAISAL REPORT
UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 02-0181
ESTIMATED SITE VALUE . . . . . . . . . . . . . . . ..... ... • . _ $ 25,000
ESTIMATED Ri=PRODUCTION COST-NEW OF IMPROVEMENTS:
Dwelling 672 5q. Ft. @ $ 25.00 = $ 16,800
Crawl 372 Sq. Ft. @ $ 6.00 = 2,232 Comments on Cost Approach (such as, source of cost estimate,
site value, square foot calculation and for HUD. VA and FmHA, the
estimated remaining economic life of the property):
Cost new from Marshall Swift Valuation Service
5eptlC = 12,500
POrCh
We11 Handbook and local cost anal sis. Land value from
,
,
Ft. @ $ 9.00 = 4,320
GaragerCarpat 480 Sq Market Data Com orison. De reciation based on a e life
.
total Estimated Cost New = $ 35,852 observed condition and Market Data Analysis.
sical
Less Ph Functional External Est. Remaining Econ. Lite 35 Estimated Remainin Economic Life is 5-10 Years
y
reaatan $25 000
De $0 $0 = $ 25,000
p
_ $ 10 852
Depreciated Value of Improvements
...... . .. . .... . ....
_ $ 3 000
"As-is" Value of Site Improvements
, • .. . . . .
INDICATED VALUE BY COST APPROACH .. . ........
• • • • • • • • _ $ 38 90 0
ITEM SUBJECT COMPARABLE N0. 1 COMPARABLE N0. 2 COMPARABLE N0 3
460 Easy Road
Address Carlisle 1920 Maplewood Avenue
Carlisle 60 Meadowbrook Road
Carlisle 429 Ponderosa Road
Carlisle
Proximit to Subect 3.41 MI E 2.43 MIS 2.73 MI W
Sales Price $ NIA $ 47 500 $ 37 500 $ 50,000
PricelGross Liv Area $ 0.00 d $ 43.82 fb $ 45.29 m $ 53.30 td
Data and/or I
Verification Sources nspection
Courthouse ReC. AppData/Courthse MLSlCourthouse Records MLS/Courthouse Records
VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION ~ (-) S Adjustment DESCRIPTION • O S Adtustment DESCRIPTION • r~) S Adustment
Sales or Financing
Concessions
NIA None, Conv
DOM 43 None, Other
DOM 235 ~ None, Cash
DOM 1
Date of 5ale(Time N/A 03/28!2001 10/2412001 10129/2001
Location Avera a Avera a Avera a Avera e
Leasehold+Feesn Fee Sim le Fee Sim le Fee Sim le Fee Sim le
Site 1 AclAv .14 Ac/Av +2 000 .42 Ac/Av +1 500 2.39 Ac/Av ~ -4 000
`liew Residential Residential Residential Residential
Design and Ap eat MobilelAv Mobile/Av ~ Mobile/Av ~ Mobile/Av
c1ual~yofConstnu~on Av /Alum Av /AlumlT111 Av /Alum ~ Av /Alum
Age 33 Yrs. 24 Yrs 32 Yrs 17 Yrs
Condition Avera a Good ~ -10 000 Av GGood ~ •5 000 Good -10 000
Above Grade Total ' Bdrms ' Baths Total ' Bdrms ' Baths i
- Total ' Bdrms ' Baths Total ' Bdrms ' Balls
Room Count 1
4~ 2~ 1.00 ~
5~ 3~ _1.00;
4~ Z~ 1.00'
4~ 2~ 1.00'
Gross Livin Area 672 S .Ft. 1 084 S .Ft. ~ -4 120 828 S .Ft. ~ -1 560 938 S .Ft. ~ •2 660
Basement 8 Finished
Rooms Below Grade Crawl Space
N/A Crawl Space ~
N/A Crawl Space
NIA Crawl Space
NIA '
- Functional Utilit Avera a Avera e ~ Avera e ~ Avera e
Heatin ICoolin FHA/None FHAICA ~ -2 000 FHA/None FHA/None
Ener Effident Items T ical T ical T ical T ical '
tiara efCar ort 1CDetG/1Cr rt 1 Car tiara e ~ +1 000 None +2 500 1 Car tiara a +1 000
• Porch, Patio, Deck,
Fire lac s ,etc. Porch Porches ~ -1,000 None ~ +1,000 Deck/Poreh ~ -1,000
'
Fence, Pool, etc. None None ~ Stora a Bld ~ -2 000 None
Net Adj. (totaa + X - ' $ 14,120 + X ' $ 3,560 + X - ' $ 16,660
Adjusted Sales Price
of Comparable Gross: 42.4%
Net: -29.7% $ 33,380 Gross: 36.2%
Net: -9.5% $ 33,940 Gross: 3T.3%
Net: -33.3% $ 33 340
Comments on Sales Comparison (including the subject property's compatibility to the neighborhood. etc.) Indicated ran a of value is $33 000 to
_$34,000. Excess acres a ad-ustments are made at $3,000/acre. Lack of suitable coin arabtes within the sub-ects immediate
vicinit re uired an ex anded search area. These are the best sales coin arabtes known to be available. NOTE Condition
ad'ustments reflect deferred maintenance of the sub'ect
ITEM SUBJECT COMPARABLE N0. 1 COMPARABLE N0. 2 COMPARABLE N0. 3
Date, Price and Data
Source to prior sales
within year of a also/ 11101!78
$1.00
Courthouse
NIA
Courthouse
N/A
Courthouse
NIA
Courthouse
Analysis of any current agreement of sale, option, a listing of the subject property and analysis of any prig sales of subject and oomparables within one year of the date of appraisal:
No prior sales within the ast twelve months.
INDICATED VALUE BY SALES COMPARISON APPROACH , • , • • • , • • , , , , • . • • , $ 33 500
INDICATED VALJE BY INCOME APPROACH If iicable Estimated Market Rent $ NIA Mb. x Gross
' Rent Multi her NiA = $ N/A
This appraisal is made X "as is" subject to the repairs, alterations, inspedans a conditions listed bebw subject to completion per plans and specficatbns.
Conditions of Appraisal: The ro ert has been a raised in current condition. This a raisal is for client onl nontransferable. See
attached addendum.
Final Reconciliation: Cost and Market Anal sis consistent) su orts the estimated market value. GRM anal sis was found
ins ro riate for this anal sis. Greatest wei ht is a lied to the Market Data Anal sis. Su ortin file information
substantiates these estimates.
. The purpose of this appraisal is to estimate the market value of the real property that is the subject of this repot, based on the above conditions and the certfication, contingent
and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/Fannie Mae Form 10048 (Revised 6193 ).
I (WE) ESTIMATE THE MARKEt VAWE, AS DEFINED, OF THE REAL PROPERTY THA71S THE SUBJECT OF THIS REPORT, AS OF 02/21 /2002
. (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE S 3, 500
APPRAISER:--- SUP ORYAPPRAI~ER~O Y REQ IRED);.f-~
Signature -"''~ C Q ~• r ~ Jtr u~ • --~ I /
Signature-~ _____ _---.
Q
Did
X Did Not
Name Stan A. Skowronek Name Steven W
Barrett SRPA SRA
.
Inspect Property
Date Report Siyned 03/12/2002 Date Re ort Si nod 03/12/2002
State Certification # RL-001572-L State PA State Certification # GA-000298
L
-
Or State t,icense # State PA
-e~~,e Mac Fnm,n s „- a , to ~~ arare t.icense ix fiC-UZ6921-A State PA
asr An ra PAGE 2 OF 2
oprai5¢r n,oav~ee mss;" noiaromo ertl le enera pprarser Fannie Mae Fam 100.t 5A9
s goal Sautans sain.ara, eoo 23a 9122 vmw paarMOtnms mm
STEVEN w RADDCTT os-ws rnr.~.-
Mg~c:h I 4.
RE.
The Estate
Date of Death (D.O.D.)
MARY A DARR
2/21/'2002
· ro Whum It May Concern:
'lcl~ndficd bcluw ia rlae account informauon
1. M~'I' BaT& acno,,ntS m wtac~ the d~ced~'s
'l'ype
CD
Op~ Bra~ch
4319
D.O.D.
Bala~
(Incl~dea Acct.
Int.)
$9063.74
$4783
$3L~67.23
Aocrt~d,
$.92
$3.89
Loan.s, Mortgage. or o~h.? oblat,,a, txoms t~tle, d m ~e deu~lelat's nallae
Accoum Number
NO Salt; D~:posn Box utled m thc Dect.-.-.-.-.-.-.-.-.-~:at'S nau~ e,x~$md at om' office.
If you aavc a~,y qacsno~s ~bgm fla~ m.forma~on pro.clot, please contact our Records Dopm-tmmt ~t (71~) 6';_~4010 ~r 1-800 '124-
2440 otlt~,do Oftht: BuffalO, NY callillg ~ "l.'b. nnk you,
Sigcercly,
M&.I' })ANK COR PORA'FION
FINAL
SETTLEMENT
SELLER NAME
ADDRESS
LOCATION OF SALE
AUCTIONEER
PHONE
PROFESSIONAL FEES,....
HIER
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 a responsibility for providing
merchantable title to all goods, and property sold, and for delivery of title to the purchaser.
Auctioneer or Cashier's Signature
7__ Date
'[Seller s Sign~tuf, eJ~ x / ' =./
Date.
(Seller's Signature)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Vesta R. Zook
being duly sworn according to law, deposes and says that she is the Executrix
of the Estate of Mary A. Darr
late of ...... ~o_rth ~.i_d~dlet0n~_~p_wTt.~ship , Cumberland County, Pa., deceased and that the
within is an inventory made by Vesta R. Zook , the said Executrix
of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn
and subscribed before me,
Iacqueline L. Drawbaugh, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Aug. 14, 2003
Vesta R. Zook, Exe
1621 Waggoners Gap Road
Carlisle, PA 17013
Address
Date of Death t'~er~~°tN°mries 02 2002
Day Month Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of d[scovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949. ,
Z I.-. ._1 u_
u. --~ < 0 '!
~ 0
0
0
Inventory of the real and personal estate of
MARY A. DARR
deceased
1. 460 Easy Road, North Middleton Township, Cumberland County, PA .......
2. M&T Bank - Checking Account ........................
3. M&T Bank - Savings Account .........................
4. M&T Bank - Certificate of Deposit .....................
5. 1986 Pontiac (Sold) ............................
6. Miscellaneous Personal Property (Sold) ...................
33,500
9,063
4,783
31,967
300
22,135
101,749
O0
74
77
23
O0
O0
74
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD O0139O
ROGER B IRWIN ESQUIRE
60 WEST POMFRET STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 204-03-6177
FILE NUMBER: 2102-0250
DECEDENT NAME: DARR MARY A
DATE OF PAYMENT: 07/09/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/21/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $892.91
REMARKS:
TOTAL AMOUNT PAID:
ROGER B IRWIN ESQUIRE
$892.91
SEAL
CHECK# 18717
INITIALS: VZ
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF TNDTVZDUAL TAXES
INHERTTANCE TAX DIVTSTON
DEPT. 280601
HARRISBURG, PA 17128-0601
CONMONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEMENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
REV-161i7 EX AFP C01-n2)
DOUGLAS G M~T'LER~ES~'
TR#TN ETAL
60 N POMFeET ST
CARL'rSLE ,", . PA 1701:5
DATE 08-19-2002
ESTATE OF DARR
DATE OF DEATH 02-21-2002
FZLE NUMBER 21 02-0250
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MARY A
HAKE CHECK PAYABLE AND RENZT PAYMENT TO:
REGZSTER OF HILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
BZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF DARR HARY AFZLE NO. 21 02-0250 ACN 101 DATE 08-19-2002
TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnarsh/p Zn~erast (Schedule C) ($)
q. Mortgages/Notes Race/vabla (Schedule D) (q)
5. Cash/Bank Depos/ts/M/sc. Personal Property (Schedule E) ($)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
B. Tote1 Assets
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expanses/Ada. Costs/H/sc. Expenses (Schedule H) (9)
10. Debts/Mortgage LLabilit/as/L/ens (Schedule 1) (10)
11. Total Deductions
12. Nat Va/ua of Tax Return
15.
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
$$~500.00
.00
.00
.00
68/Zq9.7~.
.00
.00
(8)
15,257.21
2.706.15
(11)
(12)
(15)
NOTE:
Zf an assessment Nas issued previously, 11nas 14, 15 and/or
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L/ne lq at Spousal rata (15)
16. Amount of L/na lq taxable et L/naal/Class A rata (16)
17. Amount of L/ne lq at S/bl/ng rata (17)
15. Amount of L/ne lq taxable at Collateral/Class B rate (18)
19. PrincLpel Tax Due
TAX CRED/TS:
PAYMENT RECETpT
DATE NUMBER
05-21-2002 CD001198
ZNTEREST/PEN PAZD (-)
500.00
PAYMENT MUS'
BE MADE BY 11-21-2002~.
16, 17, 18 and 19 #ill
AHOUNT PAZD
9,500.00
IF PAID AFTER DATE ZNDICATED, SEE REVERSE
FOR CALCULATION OF ADDIT/ONAL INTEREST.
.00
.00
6,712.20
q,180.71
10,892.91
TOTAL TAX CREDZT
BALANCE OF TAX DUEI
ZNTEREST AND PEN.
TOTAL DUE
10,000.00
892.91
.00
892.91
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A 'CRED[T' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
NOTE: To insure proper
credit to your account,
sube/t the upper port/on
of th~s fore w/th your
tax payment.
101,7q9.7q
]7.9~3.3~
85,806.q0
.00
85,806.q0
. O0 x O0 =
. O0 x Oq5 =
55,935.00 x 12 =
27,871.q0 x 15 =
(19)=
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT, 280601
HARRISBURG., PA 17128-0601
DOUGLAS e MILLER
IRWIN ETAL
60 W POMFRET ST
CARLISLE i'!~A 17012
COHHONWEALTH OF PENNSYLVAN'rA
DEPARTHENT OF REVENUE
ZNHERZTANCE TAX
STATEHENT OF ACCOUNT
DATE 08-26-2002
ESTATE OF DARR
DATE OF DEATH 02-21-2002
FILE NUHBER 21 02-0250
COUNTY CUHBERLAND
ACN 101
I Amoun~ Remi~ed
REV-liO? EX &FP
MARY A
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17012
NOTE: To insure proper credit to your account, subeit the upper port/on of this fore w/th your tax payment.
CUT ALONG THIS LZNE ~ RETA'rN LOWER PORTION FOR YOUR RECORDS
REV-1607 EX AFP (01-02) ### ZNHERZTANCE TAX STATEMENT OF ACCOUNT
ESTATE OF DARR NARY A FILE NO. 2I 02-0250 ACN 101 DATE 08-26-2002
THIS STATEMENT ZS PROVIDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHONN BELON
ZSA SUMMARY OF THE PRZNCZPAL TAX DUE, APPLZCATZON OF ALL PAYMENTS., THE CURRENT BALANCE, AND, ZF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT: 08-19-2002
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
10,892.91
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-21-2002
07-09-2002
CD001198
CD001590
500.00
.00
9,500.00
892.91
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE 1S LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CREDIT 10,892.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
MARY A. DARR
Date of Death:
FEBRUARY 21, 2002
No. 21-02-0250
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: x Yes 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? x Yes No
Date: 9/27/02
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Signature / ' - -
i~ IRWIN, McKNIGHT & HUGHES
Douglas G. Miller, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
City, State, Zip
(717) 249-2353
· - Telephone Number
Capacity:
X
Personal Representative
Counsel for Personal Representative