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Home My WebLink About06-07-10 (2)~~ ~ ~S". ~ ~~ .~4. ~ f '~i L~; ~ ~.._.` IN RE: ESTATE OF IN THE COURT OF COMMON PL ~ ~~ c r~ r-n --+ •• MARIE K. POOLE OF CUMBERLAND COUNTY,PENNA. ~~"' ORPHANS' COURT DIVISION N0.21-09-0580 FAMILY SETTLEMENT AND FINAL RELEASE WHEREAS, ANNE M. COX, Executrix of the Estate of Marie K. Poole, through her attorney, William P. Douglas, respectfully represents: 1. Marie K. Poole, who resided at 1030 W. Pomfret St., Carlisle, PA ,died testate on June 7, 2009. 2. Letters Testamentary were granted to Petitioner on June 19, 1009, and tl~e estate was advertised in the Evening Sentinel on June 29, July 6, and July 13, 2009, and in the Cumberland Law Journal on July 3, 10, 17, 2009. 3. The assets in the estate are as follows: Real Estate, 1030 W. Pomfret St. Carlisle, PA sale price 2. CDs@ Sovereign Bank 3. M&T Bank, checking account 4 . Cas h 5. Cumberland County real estate tax rebate 6 County real estate tax pro-ration 8. Comcast, refund 9. Embarq. Refund 10. 29 shares Prudential stock @$40.10 11. 50 shares Bank of America stock ~ 12.06 12. Prudential Life Instu~ance l3. Washington National death beiaefit 4. Expenditures made on behalf of the Estate of Marie K. Poole aa-e: . 1 Ewing Brothers Funeral Home $118 ,000.00 47,829.23 10,771.91 775.00 975.00 573.74 16.39 13.14 1 ,3:22.00 810.50 8,214.83 1,706.14 191 00?.88 3 ,606.2.5 2. Friendship Fire Company, celebration of life dinner $250.00 3. Food, tablecloths, beverages for celebration of life dinner 533.31 4. Rev. Terry Albright, funeral 100.00 5. Probate fees 310.00 6. John Klingler, accountant's fee for preparation of 1041 300.00 7. Live ia~ Care of PA. ~~75.U(a 8 . PP& L 51.79 9. Cumberland Goodwill EMC, ambulance from Health 92.75 South to home 10 Embarq 3 3.24 11. Georges Flowers, funeral 223.61 12. S.W. Barrett, real estate appraisal 325.00 13. Cumberland Law Journal, a.dv. 75.00 14. Evening Sentinel, adv. 208.7$ 15. Hershey medical Center, wheelchair transport to Health 252.00 South 418/09 16 Carlisle Borough tax account, 2009 real estate taxes 1,159.53 17. Masland Assoc. 89.53 18 . PP&L 37.08 19 Register of Wills, filing inventory and appraisement 30.00 ~' 20. David C. Poole, trash hauling, dump fee 35.00 21. Evening Sentinel, 1 week advertising for house sale 106.33 22. PP&L 40.85 23. Borough of Carlisle 65.94 24. Carpet clean, Chem Dry 1.06.00 25. Earl Moyer, Repair Concrete walk in front 150.00 26. David C. Poole, reimbu~•sement for supplies to repair 213.00 basement 27 . PP&L 40.56 28. David C. Poole, reimbursement for erecting fence in 318.16 back and trash hauling 29. PP&L 22.57 30. PP&L 23.77 28. Boa-ough of Carlisle 65.94 29. PP&L 29. l 6 30. McDaniels Oil 352.50 31. McDaniels Oil 352.50 32. PP&L 39.54 33. Borough of Carlisle 6.5.94 34. PP&L 44.32 35. Kemper Homeowners insurance 11.2.25 36. PP&L 36.34 37. Earl Moyer, Repair water heater and drain sump pump to 3C-0.00 outside 38. Jem Environmental, mold removal 550.00 39. Orrstown Bank, checks 9.00 np IN WITNESS WHEREOF, we have hereunto set our hands and seals this 2 day of f~~ ~' , 2010. Witness r ////{/'~////~ ~~, A L Anne M. Cox, Execut ix of the Estate of Marie I~. Poole, deceased ,Q 1 f ~ f~ ~. L ~- SEAL Linda J ietz t ~- AL Patricia M. Raymo~ "'~"a'LG • L~ L r. ~~~ ~~~i~~ li ~A Ll arguerite`"K. Mur~S~y ~. SEAL David L. Poole .~ ~~'~S~ EAL~ Dway e C. Poole Commonwealth of Pennsylvania ) . SS,, County of Cumberland ;~ .~ 9 On this, the of ,J G1 f~I ~ , 2010, before me, a Notary Public, the undersigned officer, personally appeared Anne M. Cox, Linda J. Dietz, Patricia. M. Raymond, Marguerite K. Murphy, David L. Poole and D~~c~ayne C. Poole, known to me to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. q ~, Notary Notarial Seal A. harbour, Notary Public ~ C , Cumb~~ ~;~ Expiros 11/1~1~ NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania ~~ .i..1 DEPARTMENT OF REVENUE ~~ r REV-1547 EX AFP C12-09) DATE 01-19-2010 ESTATE OF POOLE MARIE K DATE OF DEATH 06-07-2009 FILE NUMBER 21 09-0580 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-20-2010 (See reverse sr'de ufider Objections ) Amount Remitted! MAKE CHECK PAYABLE AND REMIT PAYMENT Td: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 WILLIAM P DOUGLAS DOUGLAS LAW OFC 43 W SOUTH ST CARLISLE PA 17013 TOTAL TAX PAYMENT 7,506.30 BALANCE OF TAX DUE .30CR INTEREST AND PEN . . 0 0 ___. CUT_ALONG-THIS_LINE-- - ---) -.RETAIN LOWER_PORTION_FOR_YOUR RECORDS. E- r- REV-i547 EX ,r-,-FP C12-09~ NOTICE OF INHERITANCE TAYo. APPRAISEMENT, ALLOI+JANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: POOLE MARIE KFILE N0.:21 09-0580 ACN: 101 ------------^---- OR DATE: 01-19-2010 TAX RETURN WAS: CX) ACCEPTED AS FILED C )CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 112, 000.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) 1,7 6 5.90 credit to your account. 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this farm with ou 4. MortgageslNotes Receivable (Schedule D) C4) •00 y r tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 60,247.86 6. Jointly Owned Praperty (Schedule F) C6) 2, 569.06 7. Transfers (Schedule G) C7) .00 8. Total Assets C8) 176,582.$2 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedu le H) Cy) 9,78 2.40 10. DebtslMortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions C11) 9,782.40 12. Net Value of Tax Return C12) 166, 800 , 42 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 166,800.42 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the ta~tal o~r ALL returns assessed to date . ASSESSMENT OF TAX: 15. Amount of Lane 14 at Spousal rate C15) .00 X DO = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1.66 , 800.42 X 045 7, 506.00 17. Amount of Line 14 at Sibling rate C17) ,00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00 19. Principal Tax Due C19?= 7,506.00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 07-27-2009 CD011532 375.30 7,131.00 No . 2009- 00580 PA No . 21- 09- 0580 Estate Of : MARIE KA TH/ FFN Pnni F ltirst, Middle, Last) Late Of : CARLISLE BOROUGH CUMBERLAND COUNTY Deceased Social Securi ty No: 0~6-24-3873 WHEREAS, on the 19th day of June 2009 an instrument dated January 7th 2004 was admitted to probate as the last will of MA RlE KA THL EEN POOL E (First, Middle, Last) 1 a to of CARL/SLE BOROUGH, CUMBERLAND County, who died on the 7th day of June 2 0 09 and, WHEREAS, a true copy of the wi 11 as probated i s annexed hereto . THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi 11 s in and for CUMBERLAND County, in the Commonwealth of Pennsyl vani a, hereby certify that I have this day granted Letters TESTAMENTARY to: ANNE M COX who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HOUSE, CARL /SLE, PENNS YL VA NlA , IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 79th day of June 2009. I, Marie K. Poole, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, declare the following to be my last will and testament, hereby revoking any and all wills heretofore made by me. Item I. I direct my executrix hereinafter named to pay all my debts and funeral expenses. Item II. I give, devise and bequeath all my property, both real and personal, to my six children, Anne Cox, Linda Dietz, Patricia Raymond, Marguirite Murphy, David Poole and Dwayne Poole, in six equal shares. In the event one of them should be deceased, his or her share shall go to his or her issue, per stirpes. Item III. I appoint my daughter, Anne M. Cox, of Carlisle, PA. as my executrix, and I direct that she should serve without bond. ~IN~WITNESS WH ,. REEF, I have hereunto set my hand and seal this da of ~ %-~ ~ ~ ..r , :;;;~-~-i 200 Y ,. ~ ~~~" :/ ,~.- Marie K. Poole Signed, sealed, published and declared by the above named testatrix, as and for her last will and testament, who at her request, in her presence, in our presence, and in the presence of each ~ r h r~ ave- hereunto subscribed our names as attesting witnesses: -~=; ~ c._ t.) ~,_ _:1 .- ~ Jr_ . ~~ -: C ~ -i-; ~J J ~ - ~ ~ - Q~ .,.~ _~' ;- . . ~~; .. ;; -- ;; 'i ; ..: _.- ~ ; :... ~ `..... ,~ -;~ _ COl~LMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBEP LAND We ~~ LU~` ~-`~ .) ~~: ,, r ~.t" ~~, ut~~~~-~-~ whose names are signed to the attached or forgoing instrument, being ` u1y qualified according to l.aw, do depose and say that we were present and saw testatrix s1~ and execute t11e instrument as her last will and that she si ned willin 1 and that she g gY executed it as her free and voluntary act for the purposes therein contained, that each of us in t11e hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind and under no co ~~aint or undue influence. r J :i F Sworn to and subscribed b -fore me this ~ ~' day of ~4.~~.:, 200~~ i .{..~_,t~.. ~~-~ Notary ~ - , NOTARIAL SEAL ,JANET M. LAY, NOTARY PUBLIC ! CARLISLE BORO, CUMBERLAND COUNTY P;1Y COMP~IlSSION EXP117~ES JUNE 26, 2007 ._... .. ,. ,: ,.: r, ,~~ ' COM3~~Or1WEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, Marie K. Poole, whose name is signed to tl-~e attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. --~~ -~ ~ Marie K. Poole Sworn to and subscribed before me this the ~'~ day of .. ~~.~~,~_ ~ 200,~:~ ~-~ ~ . _~ ~ , ~,f~-, Notary Y ) NOTARIAL SEAL JANET' M. LAY, NOTARY PUBLIC CARLISLE 8080, CUMBERLAND COUNTY MY COMMISSION EXPIRES JUNE 26, 200?