HomeMy WebLinkAbout04-0545PETITION FOR PROBATE and GRANT OF LETTERS
Estate of~ George G. Boney
also known as George G. Boney~ Jr.
Social Security No.
To:
Register of Wills for the
Deceased. County of Cumberland in the
247-70-11 '~8 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix named
in the last will of the above decedent, dated ,19__
and codicil(s) dated
A Renunciation was sianed and dated bv H~ward Hanev and
Elizabeth Haney on Ma~ 21, 2004 askin~ t~at Susan ~orne
perform as Executrix. Jacqu_ eline Penn and Susan Home renounced on 5/9.6/04.
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
his last family or principal residence a! 1 9 North East Street: Carlisle,
Pennsylvania 1 701 3.
(list street, number and muncipality)
Decendent, then 61 years of age, died May 16_t. 2004 ,19__.,
at ..... Holy Spirit. Hospital
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:
Decendent 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 PeRn~ylva0i.'a/,~/%/, ~'&l~L ,~, (,6~ I ~$ ~- t",' ~f.. ~'t~-* $'
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 administration c. t. a.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
Sworn to or affirmed and subscribed
before, me this __ IO~ _ day of
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ']
COUNTY OF ~_.~,.,.,-,~e..o_lo.x,~ f ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the bes~ of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedem petitioner(s) will well and truly administer the estate according to law.
~:.
No. ,.qt -
Estate Of~'~%~ -~ "J~.] b,~l~ ~.~oma, ~ , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~ | O -~Oo~ ,l~ , in consideration of the petition on
the reverse side h{t~eof, satisfactory proof having bee. n presented befqre me,
IT IS DECREED that the instrument(s) dated q "~ - Z~
dese~bed [herein be admitted to pr~ate and filed of record as the last will of
~dLetters ~ ~~~ -- ~ ~ '
~eherebygrant~ to ~~ ~ ~~~ .
.~.~-k,~x_ ~--~c~.~ FEES
Probate, Lett;~<~i Etc ..........
Sho~ Ce~ificates( ) ..........
Renunciation ................
TOTAL
Filed ...~. 7. 3~.7.~9~
Re~ister of ~ , ' ~
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
RENUNCIATION
~..I- o*.t- 5'".,5
In Re Estate of George G. Boney
deceased.
Cumberland
To the Register of Wills of
County, Pennsylvania.
The undersigned Howard Haney and Elizabeth Haney of
the above decedent, hereby renounce(s) the fight to administer the estate and respectfully ask(s) that Letters
of Administration
Susan Home
be issued to
hand this .
c~ I day of ~. 20 0 ~ .
(Address)
(Signature)(.]
(Address)
(Signature)
(Address)
RENUNCIATION
In Re Estate of
George G. BQney, Jr.
deceased,
To the Register of Wills of CumberlanO
County, Pennsylvania.
Theundersi~ed Jacqueline Penn and Susan Horne
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
oZ
be issued to Michael A. Scherer, Esquire
WITNESS · ~ , hand this
~ __ day of --~! .21}.~ .
:_]. %
(Signature)
(Address)
(Address) ~ CJ / ~,~.
Sworn to and
subscribed before me
on this 26th day of May, 2004.
(Signature)
(Address)
COMMONWEALTH OF PENNSYLVANIA
I Notarial Seal {
Amanda L. Fisher, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Apr. 17, 2006
Member, Pennsylvania Association of Notaries
LAST WILL AND TESTAMENT
OF
GEORGE G. BONEY
I, George G. Boney, of Cumberland County, Pennsylvania, being of sound mind,
memory and understanding, do hereby make, publish and declare this as and for my
Last Will and Testament, hereby revoking all other wills and codicils heretofore made
by me.
FIRST
I direct the payment of my debts and the expenses of my last illness and funeral
from my estate as soon after my death as conveniently may be done.
SECOND
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 a part of the expense of administration of my estate.
THIRD
My sister, Jacqueline Penn, of Rome, Georgia, shall be permitted to select such
items of my personal property as she may desire to claim from my estate and keep
same as her own property. Such items of my personal property that my sister does not
select shall be sold by my executors at auction conducted by Kenny's Auction of
Chambersburg, Pennsylvania.
FOURTH
I give, devise and bequeath the rest, residue and remainder of my estate to my
niece, Susan Horne, of Acworth, Georgia, if she shall survive me by thirty (30) days.
In the event that my niece, Susan, predeceases me or fails to survive me by
thirty (30) days, I give, devise and bequeath the rest, residue and remainder of my
estate to Douglas Horne, my niece's husband, per stirpes.
FIFTH
I confer upon my executor the right to sell or otherwise convert any real or
personal property at public or private sale, at such time or time, in such manner, and for
such price or prices, and on such terms and conditions as my executor shall determine,
and to execute and deliver good and sufficient conveyances, assignments and transfers
of the property, without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by mortgage of real or
personal property, pledge of investments, or otherwise, without liability on the part of
the lenders to see to the application thereof; to retain any investments at discretion; to
invest and reinvest at discretion, without restriction to so-called "legal investments;" to
~ake distribution in cash or in kind; to allocate and distribute different kinds or
disproportionate shares of property or undivided interests in property among
beneficiaries, in case or in kind, or partly in each; and to do all other acts and things
necessary or appropriate in the management, administration and distribution of my
estate.
SIXTH
I direct that no trustee, executrix, guardian or other fiduciary named, nominated,
or appointed by this my Last Will and Testament shall be required to post any bond or
give any security of any type for any purpose whatsoever, any law or rule of the court of
the Commonwealth of Pennsylvania or any other jurisdiction to the contrary
notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply
to any interpretation or application of the validity of this instrument.
SEVENTH
Any and all payment or payments of any sum or sums, whether in cash or in kind
and whether for principal or income, payable to an heir, or any of them, shall be made
upon the sole receipt of the respective individual to whom the payment is made, and
free from anticipation, alienation, assignment, attachment, and pledge, and free from
control by the creditors of any such beneficiary.
EIGHTH
I appoint my friends, Howard Haney and Elizabeth Haney, of Harpers Ferry,
West Virginia, Co-Executors of this my Last Will and Testament. Should either of my
said Co-Executors fail to survive me or for any reason fail to qualify as Executor, then I
appoint the other Co-Executor to serve as my sole Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which
bear my signature in the margin for the purpose of identification, this 30th day of April,
2004.
~ -- (SEAL)
Signed, sealed, published and declared by the above named testator, George G.
Boney, as and for his Last Will and Testament, in the presence of us, who, at his
request, in his sight and p~sence, and in the sight and presence of each other, have ~
~r-~to s.ubscrib~Our/Ynames as witnesses. (/n _z, ,~, J ,/.._ /x/
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, George G. Boney,
SS.
the testator and the witnesses, respectively, whose names are signed to the attached or
foregoing instrument, being first duly sworn, do hereby declare to the undersigned
authority that the testator signed and executed the instrument of his Last Will and
Testament, and that he signed willingly and that he executed as his free and voluntary
act for the purposes therein expressed, and that each of the witnesses, in the presence
and hearing of the testator, signed the Will as witnesses, and that to the best of their
knowledge, the testator was at the time eighteen (18) years of age or older, of sound
mind and under no constraint or undue influence.
Sworn to and subscribed before me this 30th day of April, 2004.
_COMMONWEALTH OF pF/NN$¥_L.¥ANIA
[ Notarial Seal~-'~
I Amanda L. Fisher, Notary Public
[ Carlisle Boro, Cumberla. n-d County
[ My Commission Expires Apr. 1~7, ,2096
Member, Pennsylvania AssocJ~ttor~ of Notariee
hi~ is [o 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.
Fee for this certificate, $2.00
WARNING: It is illegal to duplicate this copy by photostat or photograph.:-'.!
-- ' -Lo~eg~'~strar
No.
HmS ~43 Rev Z'87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NK ,.GEORGE GORDON BONEY, JR. z. MALEI=. 247 -70 - 1178 4.
~.61 ~" ~Jan.25'43 ~. Kinston~ NC ~.,~t/~o.,~-.,I-1
,,. [] ...... [] =-- []
FACIUTY NAME (If nol ~4bt u~on. give ~ll'eel and ncwnl~.) NO [~ Yes [] If yes. SI~:I ty Cuban. ($pecdy)
,.. Cumberland Camp Uill ,- Iqc, l,, oc ;rit- Hr,qo/Pa 7 I'; .....
~ECEDEm"S USUAL OCCUPATION -
I KIND OF BUSINESS /IN.TRY [WAS DE~EOENT E~E. IN I DECEOe~T'S ECUCATION I ~RITAL STATUS- u~m~.
I
,,. Retail Clerk ,,~. Retail / ~.,[] ~o~ j ~T-__~,,%?~ ,f~,
I~z b3.12' -' I 2 ...... I,~. b]n~
bl ACTU~. -enns~van.a
19 orth ~st Street aEs~m~,~.t~" ~' ~
~,. ~rlisle. PA 17013 ,m.c~ c,,-~-I nd ""'"~* ,~.~
-,~ ~,~ ~rlisle
,,. George Gordon ~ney -. ~rgaret Shoup
~. Jacqueline Penn ,~. 1 ~hota Circle, R~e, GA 30165
. . ~s~), . O z~. guse F.H. & Cr~tory ~,~ Grantville~ PA 17028
~a' ~~~ ~. 014404-L n~.~entral Penn. Cr~.Sty. 3125~nrri ch,,~,Walnut pAStreet17109
~ ~, ~ ~,~, ~ ~ ~ ~m ~o (m~, ~ Tree)
CO~T,~.SE .~ ~ ~
BLACK INK
I
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
SCHERER MICHAEL A
19 WEST SOUTH STREET
CARLISLE, PA 17013
RE: Estate of BONEY GEORGE G
File Number: 2004-00545
Dear Sir/Madam:
It has Come to my attention that you have not filed the
Certification of Notice Under Rule 5 7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans, Court his/her Certification of Notice.
This filing will become delinquent on 09/20/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
LENDA FARNER STRASBA~J~GH
Clerk of the Orphans, Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 09/01/2004
SCHERER MICHAEL A
19 WEST SOUTH STREET
CARLISLE, PA 17013
RE: Estate of BONEY GEORGE G
File Number: 2004-00545
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 09/20/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
GLENDA FARNER S~
Clerk of the Orphans' Court
CERT~'ICAT[ON OF N@TXCE UNDER RULE
Name of Decedent: Georqe G. Boney
Date of Death: May 16, 2004
Will No. 21-04-545 Admin. No.
To the Register:
I certify that notice of (Senefid~ intercom) estate adminls~'afion required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries Pf the above-captioned estate on June I 6 r 2004 :
Name Address
Jacqueline PeBn 1Echota Circle, Rome, Georgia 30165
Susan HorBe
6011 Forrest Lake Court, Acworth, Georgia 30101
Bouglas Borne 6011 Forrest Lake~Court, _~ort~
30101
Notice has now been given to all Demons entitled thereto under Rule 5.6(a) except
None:
Date: September 10, 2004
Signature ~ ~,,---
Name Michael A. Scherer~ Esquire
Address 19 West South Street
Carlisle, Pennsylvania 17013
Telephone (717) 249-6873
Capacity: X Personal Representative
Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.2BD601
HARRISBURG, PA 1712B-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SCHERER MICHAEL A
19 WEST SOUTH STREET
CARLISLE, PA 17013
____n__ fold
ESTATE INFORMATION: SSN: 247-70-1178
FILE NUMBER: 2104-0545
DECEDENT NAME: BONEY GEORGE G
DATE OF PAYMENT: 03/09/2005
POSTMARK DATE: 03/09/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 05/16/2004
NO. CD 005037
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $668.4 7
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$668.47
REMARKS:
CHECK#104
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1S<lOEX l6-00j
'* COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
. DEPT. 280601
HARRISBURG, PA 17128..()601
....
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DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Boney, George G.
DATE OF DEATH (MM-DD-YEAR)
05/16/2004
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~~
FILE NUMBER
21 04
0545
COUNTY CODE YEAR
NUMBER
SOCIAL SECURITY NUMBER
247-70-1178
DATE OF BIRTH (MM-DD-YEAR)
01/25/1943
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
I SOCIAL SECURITY NUMBER
o 3. Remainder Retum (date 01 dea1h prior to 12-13-82)
o 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AIlach Sch 0)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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~ 1. Original Retum
o 4. Limited Estate
o 6. Decedent Died Testate (Attach copy 01 W1H)
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a. Future Interest Compromise (date 01 dealh after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach oopyolTrust)
o 10. Spousal Poverty Credit (date 01 dealh between 12-31-91 8IId 1.1-95)
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'THIS;]iECTtONlMUO\SE".JCOJllPI$TED~~>>I!'JN'a'lb ~",lt~,..mD~~ " INFQ~'QG>>l,SIiOU(tb\Jl'Ei!:ltRe'cm;D !ff)~
NAME COMPLETE MAILING ADDRESS
Michael A. Scherer, Esquire 19 West South Street
FIRM NAME (n Applicable) ..
O'Brien, Baric & Scherer Carlisle, Pennsylvania 1'7013
TELEPHONE NUMBER
(717) 249-6873
1. Real Estate (Schedule A)
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)
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 (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)
13. Charitable and Govemmental BequestslSec 9113 Trusts for which an election to tax has not been
made (Schedule J)
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14. Net Value Subject to Tax (Line 12 minus Line 13)
(1)
(2)
(3)
(4)
(5)
1,380.95
.")
14,151.22
(6)
(7)
(9)
(10)
(8)
7,205.00
3,308.85
(11)
(12)
(13)
15,532.17
10,513.85
5,156.79
(14)
5,156.79
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)
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16. Amount of Line 14 taxable at lineal rate
x .0_ (15)
x .0_ (16)
17. Amount of Line 14 taxable at sibling rate 3,565.00 x .12 (17) 427.80
18. Amount of Line 14 taxable at collateral rate 1,591.79 x .15 (18) 238.77
19. Tax Due (19) 666.56
20.0
Q'
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
19 North East Street
CITY Carlisle I STATEpA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1)
2. Credtts/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
666.56
Total Credits (A + 8 + C ) (2)
666.56
3. InterestlPenalty if applicable
D. Interest
E. Penalty
1.91
0.00
TotallnterestlPenalty ( 0 + 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 request a refund (4)
A. Enter the interest on the tax due.
(5)
(5A)
666.56
1.91
668.47
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
8. Enter the total of Line 5 + 5A. 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 BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.......................................................................................... D ~
b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~
c. retain a reversionary interest; or.......................................................................................................................... D [1d
d. receive the promise for life of either payments, benefits or care? ...................................................................... D [1d
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D ~
3. Did decedent own an "in tnust for" or payable upon death bank account or security at his or her death? .............. D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare !hat I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, tt is hue, correct
and complete.
Declaration of preparer other than the personal representative is based on an information of which preparer has any knowledge.
SIGNATU PERSON R PONSI8LE FOR FILING RETURN
DATE 7 ___
~'1. D~
ADDRESS
19 West South Street, Carlisle, PA 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. ~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 disdosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only benefidary.
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 benefidaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)).
~ .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
rndMdual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX+ (6-9.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
George G. Boney, alkla George G. Boney, Jr. 21-04-0545
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 II Jolntly-owned with right of survivorship mUlt be disclosed on Schedule F.
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
1.
DESCRIPTION
19 North East Street, Carlisle, PA 17013 ***See Attached HUD-1***
VALUE AT DATE
OF DEATH
proceeds
1,380.95
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1,380.95
REV-1508 EX+ (6-98) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Estate of George G. Boney. alkla George G. Boney, Jr.
Include the proceeds of Inigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
21-04-0545
ITEM
NUMBER
1. M&T Bank
DESCRIPTION
VALUE AT DATE
OF DEATH
2. American Home Bank - Mortgage Escrow Refund
2,170.16
45.43
3. Capital Area Tax Collection Bureau
18.86
4. Kenny's Auction - proceeds of sale of personal property
5. 1997 Chevrolet Cavalier - auction proceeds
4,427.15
1,800.00
127.00
6. Insurance Company of the State of Pennsylvania
7. Capital Area Tax Collection Bureau - Real Estate Tax Refund
821.81
8. U.S. Currency
15.00
9. Miscellaneous items of personal property
3,565.00
10. TIAA CREF (direct deposits)
11. TIAA CREF (death benefit)
612.70
686.58
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert addnional sheets of the same size)
14,289.69
REV-1511 EX+ (12-99.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
George G. Boney. alkJa George G. Boney, Jr.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-04-0545
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
FUNERAL EXPENSES:
Cremation Society
1,105.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City
. State
Zip
Year(s) Commission Paid:
2.
Attorney Fees
5,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
. Zip
Relationship of Claimant to Decedent
4.
Probate Fees
250.00
5. Accountant's Fees
6.
Tax Return Preparer's Fees
350.00
7.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
7,205.00
REV-1512 EX+ (12-()3) '*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE UABIUTlES, & UENS
ESTATE OF FILE NUMBER
Estate of George G. Boney, a/kla George G. Boney, Jr.
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including un reimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Comcast 24.75
2. Sprint 15.73
3. AT&T 84.18
4. PP&L 105.93
5. UGI 211.87
6. Carlisle Regional Medical Center 504.39
7. Carlisle Regional Medical Center 17 5.54
8. Holy Spirit Hospital 1,106.03
9. Susquehanna Surgeons 77.00
10. Walnut Bottom Radiology 95.40
11. Quest Diagnostics 83.06
12. Central Penn Medical Group 179.20
13. Andrews & Patel 98.40
14. BMC Medicine 12.40
15. Carlisle Regional Medical Center 57.47
16. West Shore Pathology 25.50
17. BMC Internal Medicine 102.00
18. William C. Perry 250.00
19. Fred Killinger 100.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
3,308.85
REV.1513 EX+ (9-00) *'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDU'LE J
BENEFICIARIES
ESTATE OF
George G. Boney, alk/a George G. Boney, Jr.
FILE NUMBER
21-04-0545
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Susan Horne - 6011 Forrest Lake Court, Acworth, Georgia 30101 Niece Residue
Sister Personal
2. Jacqueline Penn - 1 Echota Circle, Rome, Georgia 30165 Property
.
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of the same size)
"". Settlement Statement
U.S. Department of HouslllQ
and Urban Development ~
,r
OMS No. 2502'()265
B. Type of Loan
1. 0 FHA
4. OVA
2. 0 FmHA
5.0 Conv.lns.
3. 181 Conv. Unins File Number
04-0036
Loan Number
10447654
Mortgage Insurance Case Number
C. NOTE:Thls form is fumished to give you a statement of actual setUement costs. Amounts paid to and by the setUement agent are shown.
Items marked .p.o.c. were paid outside of closing; they are shown here for informational purposes and are not Included In the totals.
D. NAME AND ADDRESS OF BORROWER: Dana A. Quatfrooe:' ..' .. ~'\(:~.:-iL~~nt\t;,l"i~iitr:~~~i
. . '.' :.";', .... '. 6O'N.,Ea$t\s"..t,..Carlls/e,'PA17013~.:;'1;:"0{'!fkil~4\'t~h.'
Esm" of George G. Boney
19 N. East STreet, Carlisle, PA 17013
. F.. NAM.E AND ADDRESS C)FLENDER:.......,....M~T~~~Qa9~po~~O~.\..::\,1~"i.,:
.'. . 'd.','>' ",............,'...! ....;..PA.:.'. ,.......;..,..~,.'\i">~.../l.I.;r,r'.;~..,~..
.' , " : . ;:.': ",,, '~' ,",' ".-: :::. ': ~ ">:."..,{ /.:'-..<t'~" .1', ~...~~ ~~;:.~:~L:,.p::::..,',';,.~t'l.l::j~~.~~1.. .\~.:ri,~~~~}~,',j~. ~~;"tt~~~~;;i\~~~_ .~
G. PROPERTY 19 N. East STreet
LOCATION: Carlisle, PA 17013
E. NAME AND ADDRESS OF SELLER:
H. SETTLEMENT AGENT:
PLACE OFSE1TLEME.~:
TIN:
I. SETTLEMENT DATE:
.,CRSS, Inc. ". " . . '. .;:L.:'~;"~:,\!,.:.,:,.'\ '. :;\ :,,\;{ ,,,\i.~\i;:;'~..i~iy.iM~~~.;~ ~';: " ' ,
=:'t9h '~'fy~f~~~f.:,fA;,17~!3..?'~~~:;.:;.:::.1;;~:,<f...:;.?\:,;rt;;;~.;~1{'~r;~~p;:~~~~~t?~..I::..'
0B/11/2(}(u I RESCISSION DATE:
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
'100. GROSS AMOUNT DUE FROM BORROWER: '. :400.,GROSS'AM.oUN11:DUe--rr.0'SEltER:
101. Contract Salea Price '. '. ',. ,;.~ '~.. ,; ,';. V ,."';'('S72:000;00 401;.ContractSaI..;pric:8M.lWM>.';~~~':1~,j~!\\i" $72.000.00
102. Personal Property 402.Personalpn)perty
103. Settlements charges to borrower: .' i. ~03. ,~: '::'. ';."
., ~~' ~ ....>
. $3,028.80 '.~' . ., . :.'.,.': ;,' ,'. ,
(from line 1400) . .
104. 404.
105. " ; ,i"';,;'~ . ...... <:~\, .)~~l:(':";~:!;'" ;,,:: . , .
'.. .. 405... ,. ,."', .
ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE:
- ~406~Cltyllown Taxel .i '. '.:.0:, ""'; ';:'.to'"
1 06. City/lown taxes to
107. County Taxes 08/11/2004 to 01/01/2005 $137.28 407. County Taxes 08/11/2004 to 01/01/2005 $131.28
108. Assesaments. 08/11/2004'. to' '."07/01/2005 ,. ""$729..00 r408.; ASseuments;,'1~.,:;~:08'11J.12004kl4,"':I;"07/01/2005 $729.00
109. 409.
110. " '. .......,'... ,.(,'.'. '410;;"'.,~>; ,(~ I~.Z;~~. ,:~r7t~~~'l,~.'::I.:::':' f :~:j'~r\~_~:;: "')c.., ~:'ti:.J, ',.
111. 411.
112. "; 412.": :.~.,:.'>" . <'!"';:.,". ' .
, .
120. GROSS AMOUNT DUE FROM BORROWER: $75,895.08 420. GROSS AMOUNT DUE TO SELLER: $72,866.28
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: '. '. 500.' REDUCTIONS' IN;AMOUNTJDUI;' TO:SELLER:
201, Deposit or earnest money $3,000.00 501. Excess deposit (see instructions)
202. Principal amount of new Io8n(l) $69,840.00 502~ Settlement Charliel lo'seller'(I1n81400l $6,517.93
203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to
204. '. ,. ..... : ~ < :~...,::{ u,;.~,';:t, i. !r_, . '. ,.,' ",. ",'r~ 504:PavOtfOff\rst' , .', 'ioan,:';"Amer1.ean .HClIII8'Ban $59,901.68
205. 505. Payoff of second mortgaae loan AIIIer.ican Home B $4,825.72
206, Electricl Credit: " $240.00 506. :;'Electr1.cl::~Credi.t:;', ,,-1-' $240.00
207. 507.
208. I;' 508. ";'.'
209, 509.
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. Clty/lown taxes to 510. Citv/town taxes to
211. County taxes to : .. :.'511. eoUntytaxes ,":'. ' -:- ",to.o'
212. Assessments to 512. Assessments to
213. , ',~:'''. , " .', ..j,-, ;~~:''t513':'' .~:."~',\\':;,,~:;\~'.li,"fl)l4';t:,:'~~'~I';~'~''1!'~~t' ~,:.r.:> ~~" \~ , '"
'.
214. 514.
215. " -;:- ,'.' '.8.:,. .',~. :,1,..,', :;~'/;{~~. tiH 515~' .,:\~:;7(:., :':~>:,~ti:' ~"~~:!~?r.;l?';{~' (: ::~~'~ \r~~~:l~C';'l_,'-:~}'~'" '). .. '.'
216. 516.
217. " '. ,. , . . \~ .. h';~:' , <';J~;. ~:';'517:" ~',:_"" '~~ ,,:',~:','~,:-:: i~i:'!~I'~"C~.~~~;>~":':~~; ;.i:'t-~l{\\~~" ~l,''-t" ,,' '".\
218. 518.
219... , . . . .' .. ~. j,;::~,.,,;,~,<~ :.. 'i;,::'.'l,'<~~ US~51'9: ,,~\.;):~'f:J".~ ~.i, ,,~"\~~H~~:f"'~~~ \~r{~_:"f.<~I~t,,~,,;';~4'...?"~::~~"<" ,'. ... '.
900.1
to 0 $10.52/d8y $84.19
mos. to
yra. to
yrs.to
WI HL N R:
2. 00 monlha 0 $26. 08 per month $52. 16
monlhs C per month
months 0 per month
6. 00 monlhs C $29.40 permonlh $176.~0
2.00 mon1ha C!l $68.48 per month $136.96
monlhsC per monlh
1007. mon1ha 0 per month
1008. monlhs C per month
1009. Escrow Adjustment ($117.66)
1100.
1101. Se~1 Ol c:loIing lee 10
1102. AbInc:l Ol tille IMId1to
1103. Tille examlnalion to
1104. TIlle lnelnnCe binder to
110S. Doc:umenI preperation 10 ass $50.00
110l1. Nol"Y 1_ 10 Ca.b $16.00
1107. AlIomey's r_ to Donna L. GodLrey/O'Brien, Baric ,; Scbrer $165.00 $175.00
(InCludes ebove lIems Numbers:
1108. TlUe in"nnce 10 CRSS
(IncludeS ebove II..... Number.:
1109. LendeI'. c:overege $69,840.00 )
1110. Owner'. caver
1111. .Endor.~tlJ 100, 300 ,; 8.1 $150.00
1112. Overni :ht :f~ral' expre.. $15.00 $15.00
1113. incOllling "iring :fee $15.00
1200.
1201. RecoIdlng 1_: $70.50 : Reles... $109.00
1202. Cllylcounly IaxIslamps: Deed $720.00
1203. S_ tu/slempe: 0Md $720.00
1204. Vapor Jet $379.06
A"I'tr "ft.
HUl>1 (Rev. 3/11)
L.
700. TOTAL SALESIBROKER'S COMMISSION
BASED ON PRICE
SETTLEMENT.CHARGES"
$72,000.00 0
6 %_ $4,320.00
PAID FROM
BORROWER'S
FUNDS
AT
SETTLEMENT
DIVISION OF COMMISSION (LINE 700) AS FOLLOWS:
to . L. J:,bener ,; ~.ociate.
to Geo L. J:beI1er , Associate.
701.
702.
703.
704.
705. CommlHlon 1*l81 Mlllemenl
706.
10
10
801. Loen orlginelIon ,..
802. LOlIft d~
803. Appr...., ,.. to:
$275. 00 P.O.C.)
$55.00
$82.00
$12.00
$385.00
$195.00
OMB No. 2S02-G26S
PAID FROM
SELLER'S
FUNDS
AT
SETTLEMENT
$4,320.00
I hllve caierully nMewed the HUD.1 SelUemenl Stalemenl and 10 the besl or my knowledge and beller. II is a true and accurate statement or all receipls and disbursements made
on my eccounl or by me a ltansacllon. rther ce that I have received a copy or the HUD-1 SelUemenl Statement.
o.~ ~=<< tIrit fK~
Estate 0 George G. Boney
Borr'ower:
Date:
1.'11'~1
Borrower:
Dale:
Seller or
Agenl:
Dale:
Bonower:
Dale:
Seller or
Agent
Date:
Borrower:
Date:
Seller or
Agenl:
Date:
The HUD.1 Settlemenl Statemenl which I have prepared Is a true and accurale account or thla Itansaclion. I have caused or will cause the funds 10 be disbursed in accordance
with thla stalement.
Dale: SelUemenlAgenl: ~/~ Dale: ?'III/Or
Co on wealth Ity Settleme
WARNING: Ilia a crime 10 knowingly make raise statements 10 the United States on this or any olher similar rorm. Penalties upon convlclion can include a fine and Imprison-
ment. For details see: Tille 18 U.S. Code Section 1001 and Section 1010.
Sep 15 04 03:3310
10.2
m M&I'Bank
499 Mitchell Road, MilIsboro, DE 19966 Mail Code DE-MB.12
Phone (888) 502-4349
Fax (302) 934-2955
September 15, 2004
Law Offices
O'Brien, Baric & Scherer
19 West South Street
Carlisle, Pennsylvania 17013
Re: Estate of: Geor![e G. Bonev
Social Securitv: 247-70-1178
Date of Death: Mav 16. 2004
Dear Sir or Madam:
Per your inquiry received September] 0,2004, please be advised that at the time of death, the above-named decedent had on
deposit with this bank the following:
1.
Type of Account
Checking Account
Account Nwnber
95/012357
Ownership (iVames of)
George G Boney
Opening Date
6/10/02 closed 9/10/04
Ba/ance on Date of Death
$2,093.08
$ 0.00
Accrued 1nterest
Total
$2,093.08
2.
Type of Account
Savings Account
Account Number
015004208226264
Ownership (Names oj)
George G Boney
Opening Dale
6/18/02 closed 9/10/04
Balance on Date of Death
S 77. 08
Accrued l111erest
$0.00
Total
$77.08
Please be advised, there was no safe deposit box found for the above decedent. For further account information,
regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717-
240-4536.
Sincerely,
~~! Cio-t4t
Nancy Clagett
Records Management
N
W
o
W
m
w
~
00
A.
II a co-purchaser other lI1an your 8pOUse Is listed and you want the title to
be listed as . Joint Tenants WIth Right 01 Survivorship. (On deall1 01 one
owner, title goes 10 survMng owner.) CHECK HERE O. Otherwise. lI1e tiUe
will be Issued as "Tenants In Common. (On death 01 one owner, Interest 01
deceased owner goes to hislher heirs or estate).
1ST LIEN DATE: + IF NO LIEN, CHECK 0
SlQHATURE OF PEASON ADMNSTERlNG OAni
1 ST LIENHOlDER
STREET
CITY
STATE
ZIP
FINANQAL INSTmmoN NUMBER
2ND LIEN DATE:
+ IF NO LIEN, CHECK 0
~
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KENNY'S AUCTION
CARL E. OCKER - OWNER
4401 PHILADELPHIA, AVENUE
CHAMBERSBURG, PA 17201
PH. (717) 264-6578
MANUFACTURERS. TRADERS TR CO
ALLENTO~.PA18103
60-831313
22334
9/Jle~
~~ra-e- ,y.,,~
hll~O~
Es till t (.
I $ 1:J~t:J" Q~
~o/_ ~ ..
~ ~I,J (?) 5
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~4%2~
:I :158 q ~ "8'"
III'
rMfTU)
1 ILl~Ll ILl ILl I" M& U ria In Ill, fll 11 ~ fllt IlUJu>~~rIU r '1 ILl ..a~u a& lIar~ III
QuantitY Description Value Total
1 Bose Wave Radio $ 150.00 $ 150.00
10 Wooden side chairs $ 50.00 $ 500.00
1 Slant top desk $ 300.00 $ 300.00
1 Round dinning room table $ 175.00 $ 175.00
1 Round end table $ 75.00 $ 75.00
2 Rectangular end table $ 65.00 $ 130.00
1 Bedroom dresser $ 150.00 $ 150.00
1 Rocking chair $ 100.00 $ 100.00
1 Childs rocking chair $ 125.00 $ 125.00
1 Twin bed headboard $ 80.00 $ 80.00
3 Metal tray $ 25.00 $ 75.00
1 Snow sled $ 30.00 $ 30.00
1 Small book case $ 25.00 $ 25.00
1 Coffee table $ 95.00 $ 95.00
2 Small mirror $ 15.00 $ 30.00
6 Framed painting $ 50.00 $ 300.00
8 Framed photograph $ 25.00 $ 200.00
2 8 Place setting - dishes $ 85.00 $ 170.00
9 Glass & china figurine $ 15.00 $ 135.00
1 Rose medialion punch bowl $ 500.00 $ 500.00
1 Silver plate tray $ 50.00 $ SO.OO
1 Stainless steel flatware $ 50.00 $ SO.OO
8 CrvstaI Qlassware $ 15.00 $ 120.00
Total- estimated value $ 3,565.00
Miscellaneous personal; photos and papers
no value
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
:Vf'" ,
':l....\~.., '
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;',": Iy,:,niJlQ1\ICE OF INHERITANCE TAX
J:"A~~""ilT, ALLOIlANCE OR DISALLDIIAIICE
OF DED~TIONS AND ASSESSNENT OF TAX
7flrr; <(tV ';0 PI"l!?: ll3
",'",-,u rldl t... .....
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
elm< OF
OR....;Ji\I\_\'~ r'rf p"
(rh''.l'! v I-J'__'"_-" II
MICHAEL A SCHERER C04'
OBRIEN ETAL
19 W SOUTH ST
CARLISLE PA 17013
05-23-2005
BONEY
05-16-2004
21 04-0545
CUMBERLAND
101
haunt R...i tted
'*
REY-lS~7 EX AFP (03-05)
GEORGE
G
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
UV-"t!~"'rf.~.M~'1I!'.1ftI't\'l!J!.!II!'.!MftIt'n'~FlW.m.l'tl\fltlTftMM1':.TCtW~FlW.llTr.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE G FILE NO. 21 04-0545 ACN 101
ESTATE OF
BONEY
TAX RETURN liAS: (
I ACCEPTED AS FILED
( X I CHANGED
SEE
DATE 05-23-2005
ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schadul. A)
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(2)
(3)
(tjl
(5)
(61
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9~ Funeral Expenses/A~. Costs/Misc. ExPenses (Schedule H)
10. Debts/Mortgage Llabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern-.ntal Bequestsj Non-elected 9113 Trusts (Schedule JJ
14. Net Value of Est.t. Subject to Tax
(9)
(10)
1.380.95
.00
.00
.00
14,289.69
.00
.00
(81
7,205.00
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~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. A~t of Line 14 at Spouse1 rate (IS)
16. ~ount of Line 14 taxable at Lineal/Class A rate (16)
17. Aoount of Line Itj .t Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
NOTE:
3.308.85
1111
1121
(13)
Iltjl
.00
.00
3,565.00
1,591.79
X 00 =
X 045 =
X 12 =
X 15 =
T"X "D"DTT":
..." (.) AKOUNT PAm
DATE _BER INTEREST/PEN PAID (-I
03-09-2005 CD005037 1.91- 668.47
TOTAL TAX CREDIT 666.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .01
TOTAL DUE .01
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAVIIENT IS REl/UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU KAY BE OUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.)
NOTE: To insure proper
credit to your account,
sub.i t the upper portion
pf this for. with your
tax paYllant.
15,670.64
10.513 81;
5,156.79
.00
5,156.79
(19)=
.00
.00
427.80
238 . 77
666.56
REV-1470 EX (6-88), '*
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Boney, George G. 2104-0545
REVIEWED BY ACN
Daniel Heck 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E Total on Schedule E was not correctly carried forward to recapitulation page.
ROW
Page 1
.
FAMILY SETTLEMENT AND FINAL RELEASE IN
THE ESTATE OF GEORGE G. BONEY
~-,
C:l
c;:-;-:J
<..:1"1
ESTATE NUMBER 21-04-0545
o
KNOW ALL MEN BY THESE PRESENTS, that:
:r:,
,,0
WHEREAS, George G. Boney, late of Cumberland County, Pennsylvania, di~
testate on May 16, 2004, having first made his last Will and Testament which was duly
executed on April 30, 2004: and,
WHEREAS, the said last Will and Testament named Howard Haney and
Elizabeth Haney Executors of his last Will and Testament; and,
WHEREAS, the said Executors renounced their right to serve as Executors in
favor of having Michael A. Scherer, Esquire, serve as Executor; and,
WHEREAS, Letters Testamentary were duly issued by the Register of Wills of
Cumberland County, Pennsylvania to Michael A. Scherer, Esq, on June 10th, 2004; and,
WHEREAS, the Executor haas gathered the assets of the estate of the said
decedent and the assets consisted of real estate, an automobile, a bank account and
various other items of tangible and intangible items of personal property, to a total value
of $14,409.31, as set forth in the Statement of Account of Executor which has been
attached hereto as "Exhibit A"; and,
WHEREAS, the debts and deductions of principal, including the payment of
Pennsylvania Inheritance Tax in the said estate, have been made leaving a balance for
distribution of $2,653.96 as set forth in "Exhibit A" attached hereto; and,
WHEREAS, the balance for distribution has been reduced to cash and is
available for distribution in accordance with the terms of the last will and testament of
the said decedent.
7J
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----n
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RI.
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NOW, THEREFORE, KNOW YE, that we, being all of the beneficiaries of George
G. Boney, do hereby each of us, acknowledge that we have this day agreed to receive
from the aforesaid personal representative, in full satisfaction and payment of all sum or
sums of money, legacies, bequests, and devises as are given, devised and bequeathed
to each of us respectively by George G. Boney, due to us under his said Last Will and
Testament, the sum of $2,653.96, which amount I will receive when each heir has
executed this document.
AND, each of us does hereby stipulate that in order to avoid the expense and
time involved in the filing of a formal account and schedule of distribution, we each
agree that no account is necessary and we do hereby agree that we do consent to
distribution being made without the filing of an account and schedule of distribution, the
same to be with the same force and effect as if they had been filed and confirmed by
the Orphans' Court Division of the Court of Common Pleas of Cumberland County;
THEREFORE, we and each of us, do hereby remise, release, quitclaim and
forever discharge the said personal representative, heirs, executors, and administrators
and assigns of and from the said estate and from all actions, suits, payments, accounts,
reckonings, claims and demands whatsoever for or by reason thereof, or for any other
use, matter, cause or thing whatsoever, touching upon the estate of the said decedent,
and each of us do further hereby covenant and agree that should any liability come due
to the estate of the said decedent after the signing of this agreement, we and each of us
do hereby covenant and agree with each other and the aforesaid personal
representative, that we will contribute pro-rata, our share of the estate to satisfy any and
all claims, demands, suits, or causes of action which may be successfully prosecuted
against the said estate or the aforesaid personal representative after the signing,
sealing and delivery of this family settlement agreement and final release.
IN WITNESS WHEREOF, we have hereunto set our hands and seals the day
and year below written opposite our respective names.
(} -<'Jj /1 g .t...~~ ~-r--'-
/// Uacqueline Penn
(SEAL)
du/~~ ~u
Susan Horne
(SEAL)
STATE OF GEORGIA
COUNTY OF 1-~odL
On this, the -3 day of ~ ' 2005, before me, a Notary Public,
the undersigned officer, personall appeared Susan Horne (known to me or satisfactory
proven) to be the person whose name is subscribed to the within instrument, and
acknowledged that he executed the same for the purposes therein contained.
SS.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
cf!;~ ~. Clfy-e cl~
... ,~.
STATE OF GEORGIA
SS.
COUNTY OF
On this, the .3 day of 1) ~ , 2005, before me, a Notary Public,
the undersigned officer, personally appeared Jacqueline Penn (known to me or
satisfactory proven) to be the person whose name is subscribed to the within
instrument, and acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
"
!r--j/ ~ ,9. ~ 01-<--0
'--1 )~@l~i!sry ~~tJ~~c. :,~~.",g1ili
~11 C~lIii.t.liiillliWill ElXpir~.:iiliit1 :U.lM
STATEMENT OF ACCOUNT
OF EXECUTOR, MICHAEL A. SCHERER
IN THE ESTATE OF GEORGE G. BONEY
SUMMARY
Principal Receipts
Principal Disbursements
Disbursements to Beneficiaries
14,409.31
11,755.35
0.00
Total Principal
2,653.96
Income Receipts
0.00
BALANCE AVAILABLE FOR DISTRIBUTION
Proposed Distribution
Susan Horne
2,653.96
"EXHIBIT A"
PRINCIPAL RECEIPTS
1. Automobile sale proceeds
2. Personal property auction proceeds (Ocker)
3. Proceeds from real estate sale
4. CATCS: real estate tax refund
5. Mortgage escrow refund: American Home Sank
6. Personal property auction proceeds (Ocker)
7. Cash
8. Tax refund: CATCS: 2003 local tax
9. M & T Sank proceeds
10. Auto insurance refund
11. TIM Cref: retirement
12. TIM Cref: retirement
13. Carlisle Hospital refund
14. 2004 Federal Income Tax refund
15. 2004 Local Income Tax refund
16. Erie Insurance refund: real estate
17. Mercer Trust: Kohl's retirement
1,800.00
2,927.15
1,380.95
821.84
45.43
1,500.00
15.00
18.86
3,330.97
127.00
234.51
452.07
504.39
793.00
5.91
217.00
235.26
TOTAL:
14,409.31
PRINCIPAL DISBURSEMENTS
Debts Of Decedent
1 . Com cast Cable
2. Sprint: local phone
3. AT & T: long distance
4. P P & L: electric
5. UGI: gas
6. Carlisle Regional Medical Center
7. Carlisle Regional Medical Center
8. Holy Spirit Hospital
9. Susquehanna Surgeons
10. RPC Associates Radiology
11. Quest Diagnostics
12. Central Penn Medical Group
13. O'Brien, Baric & Scherer: medical bills
14. BMC Medical
Administrative Expenses:
1. Cremation: Douglas Horne
2. William C. Perry: loan repayment
3. Pennsylvania Inheritance Tax
4. Filing fee: Register Of Wills
5. Stott & Stott: income tax preparation
6. O'Brien, Baric & Scherer: attorney fees
7. Register of Wills: estate opening fees
8. The Sentinel: advertising
9. Cumberland Law Journal: advertising
10. Overnight mail: renunciation form
11. Register of Wills: short certificate/
family settlement agreement
TOTAL:
TOTAL:
24.75
15.73
84.18
105.93
211.98
504.39
175.54
1,106.03
77.00
95.40
83.06
179.20
193.77
102.00
2,958.85
1,105.00
250.00
668.47
17.00
400.00
6,000.00
91.00
156.83
75.00
9.20
24.00
8,796.00
TOTAL EXPENSES: 11,755.35
PROPOSED DISTRIBUTION
Jacqueline Penn
Susan Horne
personal property
$2,653.96
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
SCHERER MICHAEL A
19 WEST SOUTH STREET
CARLISLE, PA 17013
RE: Estate of BONEY GEORGE G
File Number: 2004-00545
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:
5/16/2006
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,
G~~~
Clerk of the Orphans' Court
cc: File
Counsel
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/29/2006
SCHERER MICHAEL A
19 WEST SOUTH STREET
CARLISLE, PA 17013
RE: Estate of BONEY GEORGE G
File Number: 2004-00545
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:
5/16/2006
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)
.<<1
..~
::
e
,
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
N f 0 d t George G. Boney
ame 0 ece en :
Date of Death: May 16, 2004
Estate No.: 21 040545
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:
I . State whether administration of the estate is complete:
Yes 0 No 0
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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
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 0. No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
~ft-
Signature
Date: April 1 0, 2006
Michael A. Scherer, Esquire
Name
19 West South Street
Carlisle, Pennsylvania 17013
Address
(717) 249-6873
Telephone No.
8S
01
Capacity: 0 Personal Representative
o Counsel for personal representative
GP