HomeMy WebLinkAbout03-0221PETITION FOR PROBATE and GRANT OF LETTERS
Estate of DELANCYI M Grace No.
also known as To:
, Deceased
Social Security No. 174208661
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix
in the last will of the above decedent, dated March 09, 1979
and codicil(s) dated
Register of Wills for the
County of ~-"m,,,~.c:-,z.~_~.o-o
Commonwealth of Pennsylvania
in the
named
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Southampton 'l'wp/Cumberland County, Pennsylvania, with
h er last family or principal residence at 100 Gilbert Road, Shippensburq PA 17257
(list street, number and municipality)
Decedent, then 77 years of age, died 2/28/2003
at Chambersburq Hospital, Chambersburq, PA
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 ajudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
100 Gilbert Road, Shippensburg (Southampton Township, Cumberland County) Pennsylvania
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters ~-*,~A-~,~,~,\ ~
thereon. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
Zoffd~. L D~.J~ncy-Ga~o .
99 W Main Street
Walnut Bottom PA 17266
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF ~',r~*--~~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 best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me tills to'~,- day of
March, 2003
Estate of DELANCY, M Grace , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW March I~, 2003 , 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 3/9/1979
described therein be admitted to probate and filed of record as the last will of M Grace Delancy,
and Letters Testamentary
are hereby granted to '7-o~
Zonda L Delancy-Gallo
FEES
Probate, Letters, Etc .........
Short Certificates ( ) ......
'
TOTAL
Filed. ~.- /.,~% -.0,..~ ..............
Register of Wills ~ ~/ 0
Myers, Forest N
8064
ATTORNEY (S~D. No.)
137 Park Place West
Shippensburq PA 17257
ADDRESS
532.9046
PHONE
MARK AND WEIGLE
Attorneys at Law
Shippensburg, Pa.
LAST WILL AND TESTAMENT
I, M. GRACE DELANCY, of R. D. 6, Shippensburg, Southampton Township,
Cumberland County, Pennsylvania, being of sound mind, memory and dispos-
ition, do hereby make, publish and declare this my Last Will and Testament,
hereby revoking and making void all wills by me at any time heretofore
made.
FIRST. I order and direct the payment of all my just debts and funeral
expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and
mixed, whatsoever and wheresoever situate, to my beloved husband, LYNN
H. DELANCY, absolutely.
THIRD. In the event my said husband predeceases me or is not living on
the 60th day following my death, I then give, devise and bequeath my
said estate to my daughter, ZONDA L. DELANCY, absolutely.
FOURTH. I nominate, constitute and appoint my husband, LYNN H. DELANCY,
to be the Executor of this my Last Will and Testament; if he be unable
to fulfill the duties of Executor, I then nominate, constitute and appoint
my daughter, ZONDA L. DELANCY, to be the Executrix of this my Last Will and
Testament.
IN WITNESS WHEREOF, I, M. GRACE DELANCY, have hereunto set my hand and
seal to this my Last Will and Testament, this ~ day of March, 1979.
This instrument was by the Testatrix, M. GRACE DELANCY, on the date
hereof, signed, p~lished and declared by her to be her Last Will and Tes-
tament, in our presence, who at her request and in her presence and in the
presence of each other, we believing her to be of sound and disposing mind
and memory, have hereunto subscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
I, M. GRACE DELANCY, the Testatrix whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledg~
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 pur-
poses therein expressed.
Sworn or affirmed to and acknowledged
before me by M. Grace Delancy, the
Testatrix, this 9th day of March,
1979.
Mary E'~eavets
· , Netary Pubic
.Sh~p~ensbur~, PA Cumberland County
~'My Commission Exl~ires July 27, 1982
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
MARK AND WEIGLE r
Attorneys at Law
Shippensburg, Pa.
We, William R. Mark and Nancy J. Monn
the witnesses whose names are signed to the foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw
Testatrix sign and execute the instrument as her Last Will; that she signed
-2-
willingly and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the 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 eighteen (18) or more years of age and of
sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed
before me by William R. Mark and
Nancy J. Monn , witnesses,
this 9th day of March, 1979.
~ Mary E. ~eavers, Notary Public
~,,S~ppensburg, PA Cumberland County
~" My Commksioe Expk~ J4Jly 27, 1982
-3-
~q4ARK AND Wit IGL£ ~
Attorneys at Law ~
Shippensburg, Pa. ,
M. GRACE DELANCY
'¸7 Z
MARK AND WEIGLE
ATTORNEYS AT LAW
11S EAST KiNG STREET
SHIPPENSBURG, PENNA.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Delancy, M Grace
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
02/28/2003 10/06/1925
IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
)!:: ()iAi. {JS[~ ON[ Y
ILE NUMBER
21 03 00221
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
174-20-8661
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12~13-82)
[] 4. Limited Estate [] 4a. Future ~nterest Compromise (date of death after [] 5. Federal Estate Tax Return Required
12-12-82)
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 1 8. Total Number of Safe Deposit Boxes
of Will) copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9113(A)(AttachSchO)
12-31-91 and %1~95)
~iS SECtiON MU~ BE C~M~E~ED! AL~ ~ORRESP~NDE~E ~D ~ON~i~EN~iA~ TAX i~ATI~N SHOULD BE DiR~TED ~
717/532-9046
!COMPLETE MAILING ADDRESS
137 Park Place West
Shippensburg, PA 172~.~C
= (~'
124,600.007'
None
54,499.62 ?:'
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) Non~:
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) Non~
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 78,065.00
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 82,543.04
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 19,659.86
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(8)
339,707.66
19,659.86
320,047.80
320,047.80
(11)
(12)
(13)
(14)
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)
16.Amount of Line 14 taxable at lineal rate
320,047.80
x .00
x .045
(15)
(16)
14,402.15
17.Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. []
x .12
x .'15
(17)
(19)
14,402.15
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS 100 Gilbert Road
CITY Shippensburg
!STATE
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
720.11
-IZIP 17257
(1) 14,402.15
Total Credits (A + B + C) (2) 720.11
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE
(4)
(5) 13,682.04
(5A)
(sa) 13,682.0~t
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ............................................................................. [] []
b. retain the right to designate who shall use the property transferred or its income; ................................ LJ IX]
c. retain a reversionary interest; or ............................................................................................................
U
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? ......... [] []
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.
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
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Zonda L Delancy-Gal~,.~
99 West Main Street
Walnut Bottom, PA 17266
DATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
Forest N Myers
ADDRESS
137 Park Place West
Shippensburg, PA 17257
DATE
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 statutedoes 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.
MARK AND WEIGLE
Attorneys at Law
LAST WILL AND TESTAMENT
I, M. GRACE DELANCY, of R. D. 6, Shippensburg, Southampton Township,
Cumberland County, Pennsylvania, being of sound mind, memory and dispos-
ition, do hereby make, publish and declare this my Last Will and Testament,
hereby revoking and making void all wills by me at any time heretofore
made.
FIRST. I order and direct the payment of all my just debts and funeral
expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and
mixed, whatsoever and wheresoever situate, to my beloved husband, LYNN
H. DELANCY, absolutely.
THIRD. In the event my said husband predeceases me or is not living on
the 60th day following my death, I then give, devise and bequeath my
said estate to my daughter, ZONDA L. DELANCY, absolutely,
FOURTH. I nominate, constitute and appoint my husband, LYNN H, DELANCY,
to be the Executor of this my Last Will and Testament; if he be unable
to fulfill the duties of Executor, I then nominate, constitute and appoint
my daughter, ZONDA L, DELANCY, to be the Executrix of this my Last Will and
Testament.
IN WITNESS WHEREOF, I, M. GRACE DELANCY, have hereunto set my hand and
seal to this my Last Will and Testament, this day of March, 1979.
.,1
This instrument was by the Testatrix, M. GRACE DELANCY, on the date
hereof, signed, published and declared by her to be her Last Will and Tes-
tament, in our presence, who at her request and in her presence and in the
presence of each other, we believing her to be of sound and disposing mind
and memory, have hereunto subscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
I, M. GRACE DELANCY, the Testatrix whose name is signed to the foregoing
instrument, having been duly qualified according to law, do hereby acknowledg
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 pur-
poses therein expressed.
Sworn or affirmed to and acknowledged
before me by M. Grace Delancy, the
Testatrix, this 9th day of March,
1979.
'-'.i!~aW E. Scarers, Not~ry Pubrlc
,Ship.~e~sburq, PA Cumberland County
,.-~.M'y Commissiofl Expirer July 27, 1982
COMMONWEALTH OF PEhFNSYLVANIA :
: SS
COUNTY OF CUMBERLAND :
We, William R. Mark and Nancy J. Monn
the witnesses whose names are signed to the foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw
Testatrix sign and execute the instrument as her Last Will; that she signed
MARl.( AND V~E IGL. E
willingly and that she executed it as her free and voluntary act for the
purposes therein expressed; that each of us in the 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 eighteen (18) or more years of age and of
sound mind and under no constraint or undue influence.
Sworn or affirmed to and subscribed
before me by William R. Mark and
Nancy J. Monn , witnesses,
this 9th da~ of March, 1979.
,~ Mary E. ~'ea~ers, Notary Public
i~ShlPpefuburg, PA Cumberland County
'/dy Comm~sion F. Xpi'es July 27, !~82
-3-
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Delancy, M Grace 21 - 03 - 00221
All real property own, e,d, solely or as.a. te, nant in c.o.,mm.on must .be re..p, orted,,at fair,.mar.ket value. Fa. jr m.ar ,ket value is defined as the price
at which property wou~a De excnangea Detwe..en .a wi,ing ouyer ana a willing se,er, neitner being compe,ed to ouy or sell, both having
reasonable knowledge of the relevant facts. ~eal property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM DESCRIPTION VALUE AT DATE Of
NUMBER DEATH
1 residence located at 100 Gilbert Road, Southampton Township, Cumberland County, Pennsylvania 124,600.00
TOTAL (Also enter on Line 1, Recapitulation) 124,600.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF Delancy, M Grace FILE NUMBER
21 - 03 - 00221
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 right of survivorship must be disclosed on
schedule F.
ITEM VALUE AT DATE OF
NUMBER DESCRIPTION
DEATH
1 residence located at 100 Gilbert Road, Southampton Township, Cumberland County, Pennsylvania 124,600.00
TOTAL (Also enter on Line 1, Recapitulation) 124,600.00
RESIDENTIAL APPRAISAL REPORT
Property Location:
100 Gilbert Road
Shippensburg, Pa.
17257
Homeowner/Borrower Name: Estate of Lynn & Grace Delancy
Prepared for:
Prepared by ·
Attention:
Estate of Lynn & Grace Delancy
Forest Myers Attorney
Zonda L. Gallo Executrix
Roy R. Monn, Jr.
GA-000688L
Date:
4/1/03
File Number:
052
BLAKEWOOD BUSINESS FORMS, INC. 1(800)443-1004
UNIFORM RESIDENTIAL APPRAISAL REPORT
Rle I~. 052
100 Gill)eft Road C~ Shi~penst)uf~
39-13-0104-051 T~(y~r 2003 R.E T~e~ $
SMe Pa. Tm Code 17257
Ce~y Cumberland
Execuldx Zonda L Gallo
' R. Mofln Jr.
Map R~ 39-t30104-051 Census Tract 0131
Ndghbmla~l boux~e$ mai cflaractmfsgcs: Between Air Port Road and Walnut Dale Road and Baltimore Road
% Forest Mygrs - 137 Park Placer Shippensbu~., Pa. 17257
221 East Pa. 17257
t~edondm~ P~mI had un% I.~lmedmge
To:
2
79
This ama is and is
at the Unive~ and public schools ere at the west end of Sh!~ re?errS_ burg ! .~__~ Chambersbur~ along Route 11.
This is a ~ural area with acreage for added appeal to the market. The barn is for a horse and acreage ia fence In, all of this should
in this area that coold be considered as typicet for this area
aaa 4.~ acres
Spe~c~.zming classilicallon and description residential
ZolllTtg compliance [] Legal [] [~gai ~o~g (Graldlae'tered use) [] ~Jeg~ [] ~ zal~g
residential
Public 01ha' Off-file hla'emwas T~e PuNic Private
Wale* [] well Sidewalk none [] []
s,~,~s~r [] se~c siree,g~ none [] []
no,~ F-] F-I
~adverse easements or encroachments on this site tha~ could affect thigs ~=__~_~e estimate of value.
T0pogral~ level
Si~ ,4.6 acres
Shape rectangular
orame typical
Ddveway $u[ta~ black-top
App~ea~ none observed
rmAs~,~ ~x~ H~ FlY. I~m
Didnot observe
No. ol Units 1 C.B. Slab Nee S~ R. 916
No. (d S~mies I F_xtedor Walls Alum % Rnished 200/0TM
T)~e (OeL/Att.) der. Rod Sadace Basement Full tile
0.1ge (style) eu~s & 0writs. meal Sump P~p ~neted
(Yrs.) 1~52 st~/s~,~ .o
1966 no
916
916
Ikmue~ MateMs/C~0n FEAllHG Al'tlC !CAR slrOR~E:
Floes T~ee H.A. [] ~ [] I:irq~J~N~ [] ~ []
w~ d~wall oil [] a~ [] ~ [] ~
Tlflt'~rish stock [] Dr~Stair [] Deck [] ~
:eamwam~ lino. cema __ r--,~ [] n~ [] ~ [] ~
'Dm~ hollow-core Oiler Mionw'am [] H~ded [] P~ [] ~
Ad(atlonalfeatures(speclalene~df~ientitems, etc.): Front porch 6x18 = 108s.f. - I~,way7x20=140s.f. 1 sto,,ybam with loft and horse
30 =600s.f. l-story fr. shed 10x16 =160s.f.
condition is the main deprecation
vicinity ol the sM~ect ix'~.; Didnol observe an,/adverse environmental condition or) this site that would affect this roaso~___ble
.~ of value.
R-,~,C~Mac f-~m 70 6p.13 PAGE1 OF2 Pamie MaeR:mnlO04 6/93
alt~s~lo, uNIrUnlW nI:OlUr. NIIAL Al'l'ltlll;i/IL Itl:l'Ulll Rlei~ 052
ESll~TED SITE VALUE ............................................... .= $ 57,500. Con~mlCedAp~xoach(suchas, soarc~ of cost esBmat& site value,
ES11MA'ED REPRODUCTION COST-NEW-OF IMPROtEMENTS: square foot calculalim~ md f~r HUB, VA and ~ the es~ rem~Lg~
Dweging 916SQ. FL@$ 58.69 = $ 53,760 ec(~lifeoflheiw~mat%): extra's
916 Sq. FL @$ 5.00 = 4,580 shed lox 16 =160s.f. ~1~6. =960.
ext~'s -- = 18,7~. bern 20x30 -600s.f. ~ 21.00 =125°°.
~mt 260 Sq. FL @$ 15.01 = 3,903 Air condition . ~} =3500.
TofaiEs~matedCostNew .............................. = $ 81,039 porch 108s.f.{~7.00 = 758.
Less PhysicaJ Fmcitm~ Extema~ b-way 7x20 = 140s.~. ~ 7.00 = 980.
DepmdalJm 11,570.{ 3,8561 =$ 15,426 totals 18,796.
Depreciated Vadue of Improvements .................................. =$ 651613
· As4s' Valnc of Site Improvements .................................... =$ 8,500:
INDICATEO YALUE BY COST APPROACH ............................. =~ 131,613
~ J SUBJECT COMPNV~LE NO. 1 COMPARABLE NO. 2 CO~PARABLE NO. 3
100 Gilbert Road 19 Fairvlew Road ~' 127 Foxhill Road 206 Shady Lane
Add~s~ Shlppensburg ShipPenshurg Shipponshu~ ShIppensburg
~ to Subject . .r, ~r .'. ~ V .~' 6-mites *, 6-miles 6-mites
Oata md/~ multi-list
Vmffica~Jofl Source inspection multi-list multi-list
VALUEADJUS~ENm DESC~N OEscm=noN i +(-)$A~1ust. DEscrm,noN i +(-)$MlU~. DESCI~qON i
).oca~oll rural rural ; rural ; rural
Le~d/Fee ~ fee simple fee simple ; fee simple ; fee simple
Site 4.Gacre4.Gacres 2.47 ar.~es i +21,300. 2.1 ; +25,000 1 2.01 ;
Oesian alxl ~peal ranch ranch : ranch : milch
Oualilv of Cons'mJclion Alum. Num. ; Num- brick ; -2,0O0.; alum-brick ; -2~0O0
Aoe 1952 1976 ; 1966 ; -2,800! 1986 ; -6,800
Cemittm~. average average ; average ; average ;
RoomCount . 4 i 2 i I 5 i 3i I ; 6 i 3 i 2.5 i -3,0O0 6 i 3 ; 2 : -2,000
Gn)ss Liv~ Nea 916Sq. FL 1,120 Sq. R. ;: -4,040 1,664 Sq. R. i -14~960 1,144 Sq. PL i -4,560
Basement & fini ~sl~l 916 full : full : full :
Rooms Below G~uJe 20%= 50% finish -2'803. none : +l,(X)O 50% finish : -2'800
Rmctim~l'~ I average average ; average ~ avem.qe
HeWmfCo~nfl hotalr- .yes H.A. no ; +3,500 ha- no ~ +3,500 b.a. yes
Ene~ El~;ieof Items : 3-car : -4,00O. 2-car : ~2'000
Garanc/CarDmt ,1-car 1-car : )orch - F.P. : ~)mh-w/stove
Porch, PaOo, Deck, porch - b--~vay porch - F.P. : none= patio : +2,000. none - shed ! +2,000.
Rm~lacels), etc. barn - shed barn - shed : ;
Fmce. Pool. etc. fence - pasture fence ; ; ;
; ,, ;
of co,~-~o ~:~,~-~~ ...... 11s,~o .........
......... ~G~.~ I $ ~"'~] $ 124,640. Gros~;. '.~.] $ 125,840
Commer~ m~ Sales Cempa~s(m ~ Ihe sabject pmp~'s compal~lity Io Ihe nct~dmd~ etc,): )J! sales have walls and saptic systoms~aiso from
Hopeweit Township wNch is ~e same school district. Ail comparables have smaller lots and are the best available at this time. Sate # 1 is
located next to lam:l fill.~ate #2 is most like subject and has a~l~d a barn a~er sale .Due to lot size a substan~al adjustments is
ITEM ~JECT COMPARABLE NO. 1 COMP/~,~LE NO. 2 COMPARABLE NO, 3
D~e, Price en~ Data no pr[or sale
Pn;)pedy is not for sale at this time, appraisal is to be ,,-~_ tot the estate use.
II~TED VALUE BY SAJ.F.S COIIPA~ N~RROAC~ .................................................................................................... $ 124,600.
INDIC~TEDVALUEBYINCO~APPROACHpAR~tcable) E~ma~Ma~dqe~ ~ ~'m. x G.~pa~_~..~ =~
T~amai.dismade [~'nJs' F-1~31e~b.~i~%~,rW~.~orc0ncr~mr~edbek~ F-]~b~oftocm~eUonp~plam&~peci~c~on~
C0mitJm~ 0f Apprai~: appraised as is
Rnad Recmcilla~on: Emphasis is placed on the market data approach to value, ~his will state what the bm~rs are peying for similar parcels
~s time. This value is suppofled by the cost approach to v~!,,e ,sJI ava[t-hie infom~ation and m~ know~e~, e of this area ~it add s,_¥%p~_.,t to
~s value.
and rlTnifi~ c(~m'~, mid market Mue de~ Ihat are et~ iff b,m allached F~e Mac R~m1439/~ lmm 10(NiB ~evi~ 6-93 ).
WHICH IS THE DAT~ OF IHSPEC~ AND THE EFFECTIVE DATE OF T~i$ RE]K]i~iI) -R) i~ ' $ 124,600.00
~PflAISF.~. ' SUP.E~¥1~:~Y APPP. A~I~ (ONLY IF REq~RB)):
~ Roy R,'~On~ Jr. ,'/'-'-- "l'' Nam Inspect Rapat/
!0~ State Ucense # Stye Ornate Uceme ~
:red~e Mac F~m ?0 6/93
PAGE2OF2
From UA2 -- "TOTAL isr Windows" ~ sdtware by a la mode, inc. -- 1 -~IO0-ALAMODE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Delancy, M Grace
21 - 03 - 00221
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
1
2
3
4
5
6
7
8
9
10
11
12
13
DESCRIPTION
Allfirst Bank, checking account #0097204145
Allfirst Bank, certificate of deposit #870081000095787
Allfirst Bank, certificate of deposit #87008100096228
Automobile, 2000 Toyota Camry LE
Household goods
pension benefit, Heavy and Highway Benefit Account
SKF, USA, Pension benefit
Independence Blue Cross, medical reimbursement
Independence Blue Cross, medical reimbursement
Independence Blue Cross, medical reimbursement
United States Treasury, 2002 tax refund
Medicare reimbursement
VALUE AT DATE OF
DEATH
14,319.07
10,156.51
11,019.28
12,000.00
4,500.00
43.83
528.77
9.24
23.07
50.61
1,000.00
849.24
TOTAL (Also enter on Line 5, Recapitulation) 54,499.62
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Delancy, M Grace
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
2 ! - 03 - 00221
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME
A zonda L Delancy-Gallo
ADDRESS
99 Main Street
Walnut Bottom PA 17266
RELATIONSHIP TO DECEDENT
daughter
LE'I-FER
ITEM i FOR JOINTI
NUMBER! TENANT
1 i A
2 A
3 A
4 A
5 A
6 A
7 A
8 A
9 A
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY
DATE Include name of financial institution and bank account number
MADE or similar identifying number. Attach deed for jointly-held real
JOINT estate.
various
Series E and EE United States Savings Bonds
06/15/20001 Allfirst Bank Money Market Account #0098121758
02/25/2000 Allfirst Bank, certificate of deposit #1982327
DATE OF DEATH
VALUE OF ASSET
28,703.40
34,994.05
11,385.63
07/15/1994
01/13/1997
02~8/1997
07/16/1997
07/16/1997
02/13/1998
Allfirst Bank certificate of deposit #87008100343136
Allfirst Bank certificate of deposit #87008140647446
Allfirst Bank certificate of deposit #87008140709700
Allfirst Bank certificate of deposit #87008140845914
Allfirst Bank certificate of deposit #87008140876615
Allfirst Bank certificate of deposit #87008141054201
10,164.901
13,329.28
19,361.49
13,102.63!
12,694.71
12,393.86
% OF DATE OF DEATH
DECD'S I VALUE OF
INTERES~ DECEDENT'S INTEREST
14,351.70
17,497.03
5,692.82
5,082.45
6,664.64
9,680.75
6,551.32
6,347.36
6,196.93
TOTAL (Also enter on line 6, Recapitulation) 78,065.00
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Delancy, M Grace
IFILE NUMBER
21 - 03 - 00221
ITEM
NUMBER
This schedule must be completed and filed if the answer.,t0 a_ny_o_f que_sti0ns 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY DATE F D % OF
Include the name of the transferee, their relationship to decedent and the date of transfer O EATH EXCLUSION
Attach a copy of the deed for real estate. VALUE OF ASSET DECD'S
(IF APPLICABLE
INTEREST
Dauphin Deposit nbm M&T Bank, IRA Account 52,595.85
#87000072107001 Zonda Delancy-Gallo Beneficiary
Allfirst Bank nbm M&T Bank Annuity #FDA230012
Zonda Delancy-Gallo Beneficiary
100%
TAXABLE VALUE
29,947.19 100%
52,595.85
29,947.19
TOTAL (Also enter on line 7, Recapitulation)
82,543.04
all rst'
Forest N. Myers
Attorneys At Law
137 Park Place West
Shippensburg, PA 17257
Allfirst Financial Center N.A.
P.O. Box 900
Millsboro, DE 19966
Phone (302) 934-2909
F ax (302) 934-2955
March 17, 2003
Re: Estate of Myrtle Grace Delanc¥
Social Security: 174-20-8661
Date of Death: February, 28, 2003
Dear Sir or Madam:
Per your inquiry dated March 7, 2003, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
Type of Account
Account Number
.Ownership (Names oJ)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Relationship Checking W/Interest
0097204145
M Grace Delancy, Owner
01/28/80
$14,317.68
$ 1.39
$14,319.07
Type of Account
Account Number
Ownership (Names oJ)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Money Fund Alternative
0098121758
M Grace Delancy, Owner
Zonda L Delancy-Gallo, Owner
06/15/00
$34,984.65
$ 9.40
$34,994.05
Type of Account
Account Number
Ownership (Names oJ)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
IRA
87000072107001
M Grace Delancy, Owner
02/25/83
$52,512.55
$ 83.30
$52,595.85
Prem Int IRA
87100072107001
M Grace Delancy, Owner
02/25/02
$0.00
$0.00
$0.00
Certificate of Deposit
80~00000'1982327 V/
M Grace Delancy, Owner
Zonda L Delancy-Gallo, Owner
02/25/00
$11,382.28
$ 3.35
$11,385.63
Certzficate of Deposit
87008100095787
M Grace Delancy, Owner
04/29/94
$10,000.00
$ 15651
$10,156.51
10.
Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
' Accrued Interest
Total
Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Ce~ficate of Deposit
87008100096228
M Grace Delancy, Owner
05/17/94
$11,000.00
$ 19.28
$11,019.28
Certificate of Deposit
87008100343136 ~t
M Grace Delancy, Owner
Zonda L Delancy-Gallo
07/15/94
$1 O, 000. O0
$ 164.90
$10,164.90
Cernficate of Deposit
87008140647446 ~f
M Grace Delancy, Owner
Zonda L Delancy-Gallo
01/13/97
$13,304.68
$ 24.60
$13,329.28
Certificate of Deposit
87008140709700 '~
M Grace Delancy, Owner
Zonda L Delancy-Gallo
02/28/97
$19,324.05
$ 37.44
$19,361.49
11.
12.
13.
14.
15.
Type of Account
Account Number
Ownership (Names
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names
Opening Date
Balance on Date of Death
Accrued Interest
Total
Type of Account
Account Number
Ownership (Names oJ)
Opening Date
Type of Account
Account Number
Ownership (Names oJ)
Opening Date
Ceraficate of Deposit
87008140845914 V/
M Grace Delancy, Owner
Zonda L Delancy-Gallo
07/16/97
$13,094.61
$ 8.02
$13,102.63
Certtficate of Deposit
87008140876615 v//
M Grace Delancy, Owner
Zonda L Delancy-Gallo
07/16/97
$12,652.27
$ 42.44
$12,694.71
Cer~ficate of Deposit
87008141054201 /
M Grace Delancy, Owner
Zonda L Delancy-Gallo
02/13/98
$12,379.33
$ 14.53
$12,393.86
Safe Deposit Box
1000571100004242
M Grace Delancy, Owner
Lynn H Delancy, DECD
11/13/98
Safe Deposit Box
1000574100002683
M Grace Delancy, Owner
Zonda L Delancy-Gallo
Charles W Gallo, DECD
11/13/98
This customer does have Brokerage accounts with Allfirst that are not listed abov& For information or questions regarding these accounts,
please contact our Brokerage customer service department at 1-800-527-9210 (option 2). ,~
This letter does not include any accounts in which the deceased may have been listed as Power of ~4ttorney,
Custodian of Uniform Transfers, Representative Payee, or Trustee under a Y~Tritten Agreement.
For further account information, closures and/or reimbursement of funds refer to below branch:
WALNUT BOTTOM OFFICE
28 WALNUT BOTTOM ROAD
SHIPPENSBURG, PA 17257
717-532-2414
rely, x
Sue ~
Assistant I
Cis Services, (302) 934-2909
)
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~M~ GRACE DELANCY ._'::.~ :.
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Savings Bond Calculator Page 1 of 2
'.. ~/2003 [
Bill
Series
i'EE Bonds
Denomination
Serial Number
Issue Date
# Bonds TotaiPrice
26 $2,600.00
Serial Issue Issue
Number Date Series Denom Price
5573 01/1984 EE $200 5100.00
5572 11/1983 EE 200 100.00
5571 02/1981 EE 200 100.00
5570 06/1983 EE 200 100.00
5569 03/1984 EE 200 100.00
5568 04/1983 EE 200 100.00
5567 01/1983 EE 200 100.00
5566 11/1982 EE 200 100.00
5565 09/1982 EE 200 100.00
5564 06/1982 EE 200 100.00
5563 04/1982 EE 200 100.00
5562 02/1982 EE 200 100.00
5561 11/1981 EE 200 100.00
5560 09/1981 EE 200 100.00
5559 07/1981 EE 200 100.00
5558 04/1981 EE 200 100.00
5557 08/1983 EE 200 100.00
5556 12/1980 EE 200 100.00
5555 10/1980 EE 200 100.00
5554 07/1980 EE 200 100.00
5553 02/1988 EE 200 100.00
5552ee 12/1987 EE 200 100.00
5551ee 10/1987 EE 200 100.00
5549ee 05/1987 EE 200 100.00
5548ee 02/1987 EE 200 100.00
5547 12/1986 EE 200 100.00
Viewing
Bonds
1-26
Total Interest
$6,678.32
Interest
5216.16
216.16
347.12
230.24
210.56
241.60
277.28
277.28
295.44
303.36
303.36
311.44
311.44
311.44
319.60
338.32
230.24
347.12
387.76
397.52
128.96
128.96
130.00
134.40
141.28
141.28
Total Value YTD Interest
$9,278.32 $66.64
Interest Next Final
Value Rate Accrual Maturity Note
$316.16 3.05% 07/2003 01/2014
316.16 3.05% 05/2003 11/2013
447.12 4.00% 08/2003 02/2011
330.24 3.04% 06/2003 06/2013
310.56 3.58% 03/2003 03/2014
341.60 4.01% 04/2003 04/2013
377.28 4.00% 07/2003 01/2013
377.28 4.00% 05/2003 11/2012
395.44 4.00% 03/2003 09/2012
403.36 4.00% 06/2003 06/2012
403.36 4.00% 04/2003 04/2012
411.44 4.00% 08/2003 02/2012
411.44 4.00% 05/2003 11/2011
411.44 4.00% 03/2003 09/2011
419.60 4.00% 07/2003 07/2011
438.32 4.00% 04/2003 04/2011
330.24 3.04% 08/2003 08/2013
447.12 4.00% 06/2003 12/2010
487.76 4.00% 04/2003 10/2010
497.52 4.00% 07/2003 07/2010
228.96 4.00% 08/2003 02/2018
228.96 4.00% 06/2003 12/2017
230.00 3.78% 04/2003 10/2017
234.40 4.00% 05/2003 05/2017
241.28 2.96% 08/2003 02/2017
241.28 2.96% 06/2003 12/2016
http://wwws.pubHcdebt.treas.gov/BC/SBCPrice 4/21/2003
Savings Bond Calculator Page 2 of 2
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for HH)
MN Matured (Not Exchangeable for HH)
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Savings Bond Calculator Pa~e 1 of 4
02.[~003
Bill
Series Denomination
lEE Bon s $i2oo
Serial Number
Issue Date
# Bonds Total Price Total Interest
86 $4,037.50 $15,387.58
Issue Issue
Serial Number Date Series Denom Price
5546ee 09/1986 EE 5200 5100.00
r156095545ee 07/1986 EE 200 100.00
5544ee 05/1986 EE 200 100.00
r156095543ee 03/1986 EE 200 100.00
r156095542ee 12/1985 EE 200 100.00
r156095541ee 10/1985 EE 200 100.00
r156095540ee 07/1985 EE 200 100.00
r156095539ee 05/1985 EE 200 100.00
156095538ee 03/1985 EE 200 100.00
r156095537ee 12/1984 EE 200 100.00
r156095536ee 10/1984 EE 200 100.00
r156095535ee 07/1984 EE 200 100.00
r156095534ee 06/1984 EE 200 100.00
[226006915e 01/1974 E 50 37.50
L2226006914e 09/1973 E 50 37.50
L2226006913e 11/1973 E 50 37.50
t2226006912e 08/1973 E 50 37.50
[226006911e 10/1973 E 50 37.50
t2226006910e 07/1973 E 50 37.50
[2226006981e 05/1980 E 50 37.50
[2226006980e 04/1980 E 50 37.50
[2226006979e 02/1980 E 50 37.50
[226006978e 01/1980 E 50 37.50
[226006977e 12/1979 E 50 37.50
t226006976e 11/1979 E 50 37.50
[226006975 10/1979 E 50 37.50
[2226006974e 09/1979 E 50 37.50
Total Value
$19,425.08
Interest Next
Interest Value Rate Accrual
5164.96 5264.96 4.00% 03/2003
170.24 270.24 4.00% 07/2003
170.24 270.24 4.00% 05/2003
170.24 270.24 4.00% 03/2003
175.68 275.68 4.00% 06/2003
175.68 275.68 4.00% 04/2003
181.20 281.20 4.00% 07/2003
181.20 281.20 4.00% 05/2003
182.40 282.40 3.87% 03/2003
187.84 287.84 4.00% 06/2003
196.56 296.56 3.56% 04/2003
201.76 301.76 3.04% 07/2003
201.76 301.76 3.04% 06/2003
209.48 246.98 4.00% 07/2003
219.16 256.66 4.00% 07/2003
214.12 251.62 4.00% 03/2003
219.12 256.62 4.00% 06/2003
219.16 256.66 4.00% 08/2003
218.56 256.06 4.00% 05/2003
128.56 166.06 4.00% 05/2003
126.88 164.38 4.00% 04/2003
130.18 167.68 4.00% 08/2003
130.18 167.68 4.00% 07/2003
130.18 167.68 4.00% 06/2003
130.18 167.68 4.00% 05/2003
128.60 166.10 4.00% 04/2003
128.60 166.10 4.00% 03/2003
YTD Interest
$126.22
Final
Maturity Note
09/2016
07/2016
05/2016
03/2016
12/2015
10/2015
07/2015
05/2015
03/2015
12/2014
10/2014
07/2014
06/2014
01/2004
09/2003
11/2003
08/2003
10/2003
07/2003
05/2010
04/2010
02/2010
01/2010
12/2009
11/2009
10/2009
09/2009
http: / /wwws. pu bUcdebt, treas, gov/BC/SBCPrice 4/21 / 2003
Savings Bond Calculator Pa~e 2 of 4
12226006973 08/1979 E 50 37.50
12226006972e 06/1979 E 50 37.50
[2226006971e 05/1979 E 50 37.50
[2226006970e 04/1979 E 50 37.50
[2226006969e 03/1979 E 50 37.50
[2226006968e 02/1979 E 50 37.50
[222606967e 01/1979 E 50 37.50
[2226006966e 12/1978 E 50 37.50
12226006965e 10/1978 E 50 37.50
~2226006964e 09/1978 E 50 37.50
[2226006962e 08/1978 E 50 37.50
12226006961e 06/1978 E 50 37.50
[2226006963e 08/1978 E 50 37.50
[2226006960e 04/1978 E 50 37.50
[2226006959e 05/1978 E 50 37.50
[2226006958e 03/1978 E 50 37.50
~2226006957e 02/1978 E 50 37.50
[2226006956e 12/1977 E 50 37.50
[2226006955e 11/1977 E 50 37.50
[2226006954e 10/1977 E 50 37.50
[2226006953e 09/1977 E 50 37.50
[2226006952e 07/1977 E 50 37.50
12226006951e 07/1977 E 50 37.50
[2226006950e 05/1977 E 50 37.50
12226006949e 04/1977 E 50 37.50
[2226006947e 02/1977 E 50 37.50
[2226006946e 01/1977 E 50 37.50
t2226006948e 03/1977 E 50 37.50
[2226006943e 09/1976 E 50 37.50
12226006944e 11/1976 E 50 37.50
[2226006945e 12/1976 E 50 37.50
[2226006940e 06/1976 E 50 37.50
~2226006941e 07/1976 E 50 37.50
[2226006942e 08/1976 E 50 37.50
[2226006937e 03/1976 E 50 37.50
[2226006938e 04/1976 E 50 37.50
131.92 169.42 4.00% 08/2003 08/2009
131.92 169.42 4.00% 06/2003 06/2009
131.54 169.04 4.00% 05/2003 05/2009
129.92 167.42 4.00% 04/2003 04/2009
129.92 167.42 4.00% 03/2003 03/2009
133.26 170.76 4.00% 08/2003 02/2009
133.26 170.76 4.00% 07/2003 01/2009
133.24 170.74 4.00% 06/2003 12/2008
131.18 168.68 4.00% 04/2003 10/2008
131.18 168.68 4.00% 03/2003 09/2008
134.54 172.04 4.00% 08/2003 08/2008
134.52 172.02 4.00% 06/2003 06/2008
134.54 172.04 4.00% 08/2003 08/2008
143.54 181.04 4.01% 04/2003 04/2008
134.08 171.58 4.00% 05/2003 05/2008
143.54 181.04 4.01% 03/2003 03/2008
173.24 210.74 4.00% 08/2003 02/2008
173.24 210.74 4.00% 06/2003 12/2007
172.66 210.16 4.00% 05/2003 11/2007
191.66 229.16 4.00% 04/2003 10/2007
191.66 229.16 4.00% 03/2003 09/2007
196.24 233.74 4.00% 07/2003 07/2007
196.24 233.74 4.00% 07/2003 07/2007
195.80 233.30 4.00% 05/2003 05/2007
193.50 231.00 4.00% 04/2003 04/2007
198.12 235.62 4.00% 08/2003 02/2007
198.12 235.62 4.00% 07/2003 01/2007
193.50 231.00 4.00% 03/2003 03/2007
195.20 232.70 4.00% 03/2003 09/2006
197.46 234.96 4.00% 05/2003 11/2006
198.12 235.62 4.00% 06/2003 12/2006
199.90 237.40 4.00% 06/2003 06/2006
199.84 237.34 4.00% 07/2003 07/2006
199.84 237.34 4.00% 08/2003 08/2006
197.14 234.64 4.00% 03/2003 03/2006
197.14 234.64 4.00% 04/2003 04/2006
http: //wwws. pu b[icdebt, treas. ~ov/BC/SBCPrice 4/21/2003
Savinss Bond Calculator Pase 3 of 4
[2226006939e 05/1976 E 50
[2226006934e 11/1975 E 50
[2226006935e 12/1975 E 50
[2226006936e 01/1976 E 50
[22226006931e 07/1975 E 50
22226006932e 09/1975 E 50
[2226006933e 10/1975 E 50
i2226006928e 04/1975 E 50
[2226006929e 05/1975 E 50
[2226006930e 07/1975 E 50
t2226006925e 01/1975 E 50
[2226006926e 02/1975 E 50
t2226006927e 03/1975 E 50
[2226006922e 09/1974 E 50
~2226006923e 10/1974 E 50
[2226006924e 12/1974 E 50
[2226006919e 06/1974 E 50
[2226006920e 07/1974 E 50
t2226006921 08/1974 E 50
[2226006916e 02/1974 E 50
[2226006917e 03/1974 E 50
[2226006918e 04/1974 E 50
[2226006909e 06/1973 E 50
Viewing Bonds 1-86
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
37.50
199.36
201.28
201.80
201.82
203.70
198.96
198.96
200.82
203.12
203.70
205.60
205.60
200.82
202.74
202.74
205.64
207.54
207.54
207.54
209.48
204.64
204.64
216.10
236.86
238.78
239.30
239.32
241.20
236.46
236.46
238.32
240.62
241.20
243.10
243.10
238.32
240.24
240.24
243.14
245.04
245.04
245.04
246.98
242.14
242.14
253.60
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.00%
4.OO%
4.OO%
4.00%
4.00%
4.OO%
4.00%
4.OO%
05/2003 05/2006
05/2003 11/2005
06/2003 12/2005
07/2003 01/2006
07/2003 07/2005
03/2003 09/2005
04/2003 10/2005
04/2003 04/2005
05/2003 05/2005
07/2003 07/2005
07/2003 01/2005
08/2003 02/2005
03/2003 03/2005
03/2003 09/2004
04/2003 10/2004
06/2003 12/2004
06/2003 06/2004
07/2003 07/2004
08/2003 08/2004
08/2003 02/2004
03/2003 03/2004
04/2003 04/2004
04/2003 06/2003
Note DescdptJon
NI Not Issued
NE Not EHgib[e for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchanseab[e for HH)
MN Matured (Not Exchanseab[e for HH)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Delancy, M Grace
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21 - 03 - 00221
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
FUNERAL EXPENSES:
Fogelsanger-Bricker Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Add ress
City State Zip
Year(s) Commission paid
Attorney's Fees Law Offices of Forest N Myers
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Zonda L De]ancy-Oallo
Street Address 1 O0 Gilbert Road
City Shippensburg State PA
Relationship of Claimant to Decedent daughter
Probate Fees Register of Wills, Cumberland County
Register of Wills, Cumberland County, filing fee
Zip 17257
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Recorder of Deeds, Cumberland County, recording of executors deed
Vivian Coy, Tax Collector, 2003 County/Township taxes
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
6,355.80
7,500.00
3,500.00
266.00
14.00
38.50
210.02
1,775.54
19,659.86
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Schedule H
Funeral Expenses &
Administrative Costs continued
7
8
9
10
11
12
13
14
Delancy, M Grace
Sprint Telephone
D&L Gulf, inspection of automobile
Adams Electric Cooperative
Francis Marchal, CPA, preparationof final tax return
Borough of Shippensburg, water service
Nolt's engine service, repair of lawn mower
GEM Group, Pa H&H Pension, reimbursement
Chambersburg Hospital, medical services
Carlos R Leffier, fuel
Chambersburg Hospital, medical services
Harold Breon, advertisement for sale of automobile
Chambersburg Hospital, medical services
FILE NUMBER
21 - 03 - 00221
102.27
21.20
125.09
155.00
39.53
162.08
43.83
23.07
216.99
840.00
28.00
18.48
Page 2 of Schedule H
REV-1513 EX+ (9-00) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE J
BENEFICIARIES
ES~TATE OF
FILE NUMBER
Delancy, M Grace
NUMBER
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
Zonda L Delancy-Gallo
99 Main Street
Walnut Bottom PA 17266
21-03-00221
RELATIONSHIP TO
DECEDENT
Do Not~.iSt Trustee(s)
daughter
AMOUNT OR SHARE
OF ESTATE
entire estate
II.
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover shee
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BE NG MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEt
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 002591
MYERS FOREST N ESQ
137 PARK PLACE WEST
SHIPPENSBURG, PA 17257
fold
ESTATE INFORMATION: SSN: 174-20-8661
FILE NUMBER: 21 03-0221
DECEDENT NAME: DELANCY M GRACE
DATE OF PAYMENT: 05/20/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/28/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $13,682.04
TOTAL AMOUNT PAID:
$13,682.04
REMARKS: ZONDALDELANCY-GALLO
C/O FOREST N MYERS ESQUIRE
SEAL
CHECK# 113
INITIALS: JA
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No. ~:~- ~"27 I Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~ ~-- 'Ij 20~3 ·
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Signature
Address
Telephone ( q ~ ~"bL- q~q~
Capacity: '"/Personal Representative
__Counsel for personal representative
BUREAU OF ZNDZVTDUAL TAXES
ZHHERTTANCE TAX D/VTS/ON
DEPT. 280601
HARRXSBURG, PA 17128-0601
COHHON#EALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
'0~ JUL-'?
FOREST N HYERS
F N MYERS LAW OFFICES
157 PARK PLACE WEsT
SHIPPENSBURG ~'PA 17257
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
07-07-2003
DELANCY
02-28-2003
2103-0221
CUHBERLAND
101
Amoun~ Remi~ed
RE¥-1647 EX AFP (01-n$)
H G
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF DELANCY H GFZLE NO. 2103-0221 ACN 101 DATE 07-07-2003
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRA:ZSED VALUE OF RETURN BASED ON: ORTGINAL RETURN
1. Reel Estate (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
:5. Closely Held Stock/Partnership Tnterest (Schedule C) ($)
4. Nortgeges/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule O) (7)
B. Tote1 Assets
APPROVED DEDUCTZONS AND EXEHPTZONS:
9. Funeral Expenses/Adm. Costs/Nisc. Expenses (Schedule H) (9)
10. Deb~s/Nor~gage Liabilities/Liens (Schedule T) (10)
11. Total Deductions
12. Net Value of Tax Return
14.
124~600.00
.00
.00
.00
54z499.62
78z065.00
82z545.04
(B)
19,659.86
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
.00
NOTE: To insure proper
credit to your account,
submi~ the upper portion
of this form with your
tax payment.
NOTE:
339,707.66
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDZT/ONAL /NTEREST.
ASSESSHENT OF TAX:
15. Amount of Line lq at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B ra~a
19. Principal Tax Due
TAX CREDITS:
PAYNENT RECETpT D/SCOUNT (+J
DATE NUNBER TNTEREST/PEN PAID (-)
05-Z0-2003 CD002591 720.11
(1~) .00 x 00 = .00
(16) $20,047.80 x 045= 14,402.15
(17) . O0 x 12 = . O0
(lB) .00 x 15 = .00
(19)= 14,402.15
ANOUNT PAID
13,682.04
reflect figures that include the total of ALL returns assessed to date.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
14,402.15000000
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS RE~UXRED.
ZF TOTAL DUE XS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF TH/S FORH FOR XNSTRUCTZONS.)
:Zf an assessment was lssued previously, 11nes 1~, 15 and/or 16, 17, 18 and 19 w111
(11) ]9 .&~;9 -~6
(12) 320,047.80
(15) . O0
(.~,~) SZO, 047.80
RESERVATION:
Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class D (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECT[OHS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To RJlfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register cf Hills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (RE¥-1315). Applications ara available at the Office
of the Register of Hills, any of the 13 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-361-Z050; services far taxpayers with special hearing and / ar
speaking needs: 1-800-447-3010 iTT only).
Any party in interest not satisfied with the appraisement, allowance, or disalloeance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of race[pt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17118-1011, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17118-0601
Phone (717) 787-6505. See page S of the booklet "Instructions for [nheritance Tax Return for a Resident
Decedent" (REV-15Ol) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the dacedant's death, a five percent (SX) discount of
the tax paid is allowed.
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the data of payment. Taxes which became delinquent before January l, 1981 boar interest at tho rate of
six (BX) percent par annum calculated at a daily rata of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which ail1 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z003 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 lOX .000548 1987 9Z .000247 1999 7Z .O0019Z
1983 16Z .000438 1988-1991 llZ .000301 lOgO 8Z .000219
1984 llZ .000301 199Z 9Z .000Z47 IDOl 9Z .OODZ47
1985 13Z .000356 1993-1994 7Z .O0019Z ZOOZ 6Z .000164
1986 IOZ .000174 1995-1998 9Z .000247 ZOO3 51 .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/10/2005
MYERS FOREST N ESQ
137 PARK PLACE WEST
SHIPPENSBURG, PA 17257
RE: Estate of DELANCY M GRACE
File Number: 2003-00221
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in. the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 2/28/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc:
File
Personal Representative(s)
Judge
u__
C>
STATUS REPORT tiNDER RULE 6.12
Name ofDecedent: ---D E LA IJ C ~ ) rv\ 9 (0. cY
Date ofDeath: -=te 6 ()B, (}'r/J~~
Will No.:
Admin. No.: ~(X)3 - ~~ \
Pursuant to Rule 6.12 of the Supreme Court O'l)hai1s' Comi Rules, I report the
fol1owing with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ 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.1 is Yes, state the fol1owing:
a. Did the personal representative file a final account with the Court?
Yes No jg[
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal.r;presentative s. tate an account informally to the parties
in interest? Yes k'S,j 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.
Date:~'1/~S
= \ -"'~2s-
Signature
-=trrest- P0 fV\1~(S
Name
M
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LL
J~i- ~k r\ LU
Address S 'p peA) b '^ f' a fA
0-l-=B 5 3 ~ . 9 ~<.f<D
Telephone No.
CD
I,r:'
C::"}
c.:,
<--J
LL,
0:::,'
o
Capacity: n Personal Representative
~ Counsel for personal representative
of