HomeMy WebLinkAbout03-0344PETITION FOR PROBATE and GRANT OF LETTERS
also known as To:
, Deceased.
Social SecuriLv No. ~5i* .1~ ).K.~(7
The petition of the undersigned respectfully represents that:
Your pclitioner(s), x, ho is/are 18 years of age or older an the execut
in the last will o! the above decedent, dated ~k,~ ~- c/~ ! c/,~ ,7
and
21-03-344
Register of Wills for the
County of CUM'BERT.AND
Commonwealth of Pennsylvania
in the
codicil(s) dated
named
,19.__
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent ,,'as domiciled at death in /-f, ~ ~ e,<./4-.~/ County, Pennsylvania, with
h t k last family or principal residence at _~'L J/,~.,/-~,~,d,.,~,t
(list street, number and muncipality)
Decendent, then & :'/' years of a~e, died Off~,,r..O/{ ..~ , -1-9-"_
Except as follows, ~lecedent did not mar/y, was not divorced and did not have a child born or adopteci
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 $ ..,4~,.R 0¢ c¢
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s), the pro_bate of the last will and codicil(s)
(testamentary; admidtration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF .... _0tll~IIR~.~11~ f ss
The petitioner(s) abovemamed 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 this 17th day of
/%APRIL -- ,-~ ~:9
~ ,de~ _ ,~_.e.,,~J-~/ /Register
NO. 21-03-344
Estate Of WILLIAM R ~CCA~TY , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
APRIL 21
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JUNE 9th, 1997
described therein be admitted to probate and filed of record as the last will of
William R McCarty
and Letters Testamentary
are hereby granted to MaryLou McCarty
19 2003 , in consideration of the petition on
FEES
Probate, Letters, Etc .......... $ 40.00
Short Certificates( ) .......... $ 3.00
.-- p~ .~
~enu~n~anon ................ $ .~ c~o
JCP $ 10.00
TOTAL__ $ 56.00
Filed .A.p.r..i.1..2.1..s .t .... 2.99.3. ..............
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
21-03-3~4
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
STEPHEN D TILEY
codicil
~ a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that I was present and saw
William R McCarty
the testat ae , sign the same and that I signed as a witness at the
request of testat ee in ~ presence and (i~gl~.s,'m~eae~:~l~l~x)qin the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this 17th day of
APRIL ~{~ 2003
(Name)
(Address)
(Name)
(Address)
REGISTER Or WILLS Or COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each!__a subscriber hereto, (each) being duly qualified according to law, depose(~) and sa~(~) that
.J-. ~/Y~ familiar with the signature of
testat ~)~-. of (oRe of the s,,bscribing "~'Rnc3s¢s t~) the ~ presented herewith and
that J- believe~ the signature on th he handwriting of
to the best of ~ ~f knowledge and belief.
Sworn to or affirmed and subscribed before
me this !7th __ day of
APRIL ~. 2003
~/fZ¢_~~-__.._._~ R eg ister /
,
rName)
'
(Address)
(Name)
(Address)
21-03-344
LAST WILL AND TESTAMENT
OF
WILLIAM R. McCARTY
I, WILLIAM R. McCARTY, married man, of South Middleton Township (mailing
address: 56 Strawberry Drive, Carlisle, Pennsylvania 17013), Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executrix or Executor to pay all of my just debts and
funeral expenses as soon after my death as may be found convenient to do so. I direct that all
inheritance, transfer and succession taxes which may be payable on account of my death shall be
paid from the residue of my estate regardless of whether the assets upon which such taxes are
based are included in my probate~estate.
2. I declare that I am married to Mary Lou McCarty. I further declare that I have two (2)
children: Daryl J. Martin and David H. McCarty.
3. All of the rest, residue, and remainder of my estate, real, personal, and mixed, and
wheresoever the same may be situate, I give, devise, and bequeath to my wife, Mary Lou
McCarty, provided that she shall survive me by a period of ninety (90) days. In the event that my
said wife should predecease me or fail to survive me by the aforesaid period of ninety (90) days,
then in such event all of the rest, residue and remainder of my estate, real, personal, and mixed,
and wheresoever the same may be situate, I give, devise, and bequeath in equal shares to such of
my children and the children of my wife, Mary Lou McCarty, as shall survive me by a period of
ninety (90) days, the share any deceased child of mine or child of my wife, would have received
shall pass to his or her issue, per stirpes, and if there be no such issue, then such share shall lapse
and be added to the remaining share or shares per stirpes. At the present time I have two (2)
children as aforementioned and my wife, Mary Lou McCarty, has the following four (4) children,
who are: Susan E. Zinn, Linda C. Roush, LuAnn B. Line and Edward P. Bagrosky.
4. I hereby nominate, constitute and appoint my wife, Mary Lou McCarty, as Executrix
of this my Last Will and Testament, but should she predecease me or fail to qualify, then in such
event I nominate, constitute and appoint my son, David H. McCarty, as Executor of this my Last
Will and Testament, and I further direct that neither of them shall be required to post any bond to
secure the faithful performance of her or his duties in the Commonwealth of Pennsylvania or in
any other jurisdiction.
5. In addition to the powers conferred by law, my herein named Executrix or Executor
and Trustees are empowered:
a. To invest any part of the trust corpus in such securities, investments, or other
property as may be deemed advisable and proper, irrespective of whether the same are authorized
for the investment of trust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which
may be held, to vote in person or by proxy on any shares of stock; to consent to the merger,
consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale
of the property of any such corporations; to make any surrender, exchange or substitution of such
stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of
such corporations; to pay all assessments, subscriptions and other sums of money which may be
deemed wise and expedient for the protection and maintenance of the proportionate interest of the
investment in such corporations; to exercise any option or privilege which may be conferred upon
the hol.ders of such stocks, bonds, or other securities of such corporations either for the
conversion of the same into other securities or for the purchase of additional securities, and to
make any and all necessary payments which may be required in connection therewith; and
generally to have and exercise as to all such stocks, bonds and other securities, the powers of an
individual owner who is under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate shares
shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and partly
on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the
trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or
propriety of any such sale or to see to the application of the purchase moneys arising therefrom.
Page 1 of 2 Pages
e. To keep on hand and uninvested such money as may be deemed proper and for
such period as may be found expedient.
f. To compromise, settle or arbitrate any claim or demand in favor of or against the
trust estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and to
determine and to pay such counsel reasonable compensation which shall be charged against the
principal or income of the trust fund, and shall further be entitled to charge against the principal or
income such other reasonable expenses and charges as may be necessary and proper to incur for
the proper discharge of fiduciary duties and for the proper management and administration of the
tmst estate.
h. In making any division of property into shares for the purpose of any distribution
thereof directed by the provisions of the trust, to make such division or distribution, either in cash
or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making
any division or distribution in kind may allot any specific security or property or any undivided
interest therein to any one or more of such shares, and to that end may appraise any or all of the
property so to be allotted and the judgment as to the propriety of such allotment and as to the
relative value for purposes of distribution of the securities or property so allotted shall be final and
conclusive upon all persons interested in the trust or in the division or distribution thereof.
i. And authorized to register any shares of stock or other assets of any trust in their
own names or in the name of a nominee.
j. To retain any investments including mutual funds which I may own at the time of
my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual
funds as may be deemed advisable or proper, irrespective of whether the same are authorized for
the investment of trust funds under the laws of any governing jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament, written on two (2) pages, this 9th day of June, 1997.
William R. ~'IdCa~ '- .~
(SEAL)
Signed, sealed, published, and declared by WILLIAM R. McCARTY, the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
Page 2 of 2 Pages
LAST WILL AND TESTAMENT
OF
WILLIAM R. McCARTY
FREY & TILEY
ATTORNEYS-AT-LAW
5 SOUTH HANOVER STREET
CARLISLE, PA 17013
TELEPHONE (717) 243-5838
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Will No. ~ ~ 200 3. 3~] 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 :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Name ~7~/~. ~
Address
Telephone (?/p) ,,2 ¢"
Capacity: __
Personal Representative
Counsel for personal representative
COMMONWEALIH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
UJ
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LU
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[~1. Original Return
r--~ 4. Limited Estate
,,.6. Decedent Died Testate (Atlach copy of Will)
[--]9. Litigation Proceeds Received
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) (14)
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
TE OF DEATH (MM-DD-YEAR) / ~' DATE OF BIRTH (MM-DD-YEAR)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) -
~2. Sup~lomeatal Roturn
4a. Futuro Intorost Compromis~ (date of d~ath a~er ~2-12-82)
7. Decedent Maintained a Living Trust (AUach ~py of Trust)
~10, Spousal Povedy Credit (date o[ death be~een 12-31-91 and 1-1-95)
THIS SECTION MUST BE cOMpLETED,
NAME
FIRM NAME
TELEPHONE NUMBER
1. Real Estate (Schedule A)
2.
3.
4.
5.
Stocks and Bonds (Schedule B) (2)
Closely Held Corporation, Partnership or Sole-Proprietorship (3)
Mortgages & Notes Receivable (Schedule D) (4)
Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
[~ Separate Billing Requested
7, Inter-Vivos Transfers & Miscellaneous Non-Probate Properb/ (7)
(Schedule G or L)
,,
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
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)
13.
(1)
COMPLETE MAILING ADDRESS
I
~.," ? ,,
'~ OFFli~i~ USE ONLY
r
:
F'--
(8)
,?r-_3 /, oo
(1~) ~' ~'~1 , o o
(12)
(13)
'5 o 5-',
SOCIAL SECURITY NUMBER
- Zo
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
---]3. Remainder Return (date of dealh prior to 12-13-82)
E~5. Federal Estate Tax Return Required
~:) 8. Total Number of Safe Deposit Boxes
--]11. Election to tax under Sec. 9113(A) (A,ach Sch O)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line14 taxable at the spousal tax [ L~ ,~ (~,.~"; 0.~_ ~ (15)
rate, or transfers under Sec. 9116 (a)(1.2) I ' x .0
16. Amount of Line 14 taxable at lineal rate x .0 __ (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
FILE NUMBER
'2.1 3 9'
COUNTY CODE YEAR NUM6ER
Decedent's Complete Address:
STREETADBRESS ~
'0 r';
CITY
z~P I '?' O l...~
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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; ............................................ [] []'
c. retain a reversionary interest; or .......................................................................................................................... []
d. receive the promise for life of either payments, benefits or care? ...................................................................... []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. []
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 6 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 of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON R, ESPONSIBLE FOR FILING RETURN
ADDRESS // ' -- /__ ,
DATE
l?oL.7
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 disclosure of assets and filing a tax return are still applicable even
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 paren
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 RS. §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 a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE
OF
All properbj jointly, ow~4d with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
FILE NUMBER
q 'l~. Io5
SCHEDULE B
STOCKS & BONDS
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
DESCRIPTION
REV-1508 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE NUMBER
Include the proceeds of litigation ~and the date the ~roceeds were received by the estate. All property jointly-owned with the right of sun~ivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR REL~710~ISHIPTO DECEDENTAND THE DATEOF TR/~SFER. DATE OF DEATH DECD'S EXCLUSION TA~BLE VALUE
N U MBE R ~AC~ A COPY OF THE DEED ~OR R~L ESTATE.
VALUE OF ASSET INTEREST (iF AP~ICABLE)
2.
TOTAL (Also enter on line 7, Recapitulation) ~ ~ d '--
(If more space ~s needed, insert additional sheets of the same size)
REV-1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Debts of decedent must be reported on Schedule I.
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Social Secudty Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip
Street Address
City
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
State__Zip
TOTAL (Also enter on line 9, Recapitulation) $ ..~
(If more space is needed, insert additional sheets of the same size)
April 9, 2003
Mrs. Mary Lou Bagrosky McCarty
56 Strawberry Drive
Carlisle, PA 17013
Malpezzi Funeral Home
8 Market Plaza Way
Mechanicsburg, PA 17055
(717)697-4696
The Funeral Service for William Richard McCarty
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please
feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
1. PROFESSIONAL SERVICES
Graveside Services
-~'n~.'-'NERAL HOME SERVICE CHAR~ES' ............ $2890.00
............. $2890.00
SELECTED MERCHANDISE:
Steel Casket
Guardian Vaul; ........................ $1425.00
........................ $780.00
Acknowledgement Cards
..................... $14.00
Memorial Folders
.................. $23.00
THE COST OF OUR SERVICES, EQUIPMENT, AND MERC~A~DiS~ ' '
Tan T YOU HAVE SELEC D $5132.00
AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO
OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES.
CASH ADVANCES
Opening Grave.
........................ $500.00
Cemetery Equipment.
Newspaper Notices - Loc'al ..................... $I00.00
..................... $119.00
Certified Copies of the Death Certificate
Military Honor Guard ............ ...... $30.00
................ $50.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES . '. '. '. '. '. '. '. $799.00
CONTRACT PRICE
................... $5931.00
HISTORY
04/07/2003 Cumb. Co. VA Allowance.
................. $- 100.00
TOTAL AMOUNT DUE
.................. $5831.00
/
.,
h,,llh,,llh,,,,,Ih,lh,h,hh,hh,h,,Ihhh,lh,,h,II
WILLIAM R MCCARTY
56 STRAWBERRY DR
CARLISLE PA 17013-44~1
March 31, 2003, year-to-date
Vanguard GNMA Fund
Investor Shares
Statement number:. 016863153
(800) 662-2739 - Client Services
www.vanguard.com Website
(800) 662-6273 Tele-Account
Fund number: 36
Account number: 9957594495
Page 1 of 1,
Trade date Transaction
ACCOUNT VALUE
On 12/31/2002
$ 5,284.90
Shares transacted
Dollar amount Share price
On 3/31/2003
$ 5.339.69
Total shares owned
1/31
2/28
3/31
Balance on 12/31/2002
Income dividend
Income dividend
Income dividend
Balance on 3/31/2003
Income dividends
$ 69.61
' $10.75
$ 25.13 10.72 2.344
22.37 10.76 2.079
22.11 10.72 2.063
$10.72
Total cost basis on 3/31/2003 $ 5,234.57
Average cost per share 10.51
30-day Share Trade Distribution
yield price date payable date
491.619
493.963
496.042
498.105
498.1 05
Janua~ 4.99% $10.71 1/30/2003 2/03/2003
February 5.42 10.75 2/27/2003 3/03/2003
March 4.83 10.71 3/28/2003 4/01/2003
INVEST-BY-MAll-
Do not alter this slip.
Use only to purchase additional shares in:
Vanguard GNMA Fund
Investor Shares
Fund number: 36
Account number: 9957594495
Make checks payable to: The Vanguard Group - 36
List each check separately.
$ I
$ I
Total amount enclosed $
0036 09957594495
30
WILLIAM R MCCARTY
56 STRAWBERRY DR
CARUSLE PA 17013-4441
Visit www.vanguard.com or call
to change your address.
THE VANGUARD GROUP
PO BOX 7800
PHILADELPHIA PA 19101-9892
2 1- 1
096109 5951 104B M1 lOx
Savings Bond Calculator
Savim Bond
7/15/03 10:29 AM
Series
i EE Bonds
# Bonds Total Price
52 $6,800.00
SeriaiNumber IssueDa~ Series
0527505856 06/1982 EE
0101652884 11/1981 EE
0101652885 04/1982 EE
0101652882 02/1981 EE
0101652886 08/1982 EE
0101652883 06/1981 EE
0101652890 03/1984 EE
0101652887 01/1983 EE
0101652891 07/1984 EE
0101652888 05/1983 EE
0101652892 12/1984 EE
0101652889 10/1983 EE
0101652896 06/1986 EE
0101652893 04/1985 EE
0101652897 11/1986 EE
0101652894 09/1985 EE
0101652898 03/1987 EE
0101652895 02/1986 EE
http://wnvws.publicdebt.treas.gov/BC/S BC Price
Denomination
s/so
Serial Number Issue Date
Total Interest Total Value
$2,853.92 $9,653.92
Denom Issue
Price Interest Value InterestNext
Rate Accrual
$50 $25.00 $75.84 $100.844.00% 06/2003
75 37.50 116.79 154.29 4.00% 05/2003
75 37.50 113.76 151.26 4.00% 04/2003
75 37.50 130.17 167.67 4,Q0% 08/2003
75 37.50 113.76 151.26 4.00% 08/2003
75 37.50 119.85 157.35 4.00% 06/2003
75 37.50 81.06 118.56 3.05% 09/2003
75 37.50 103.98 141.48 4.00% 07/2003
75 37.50 75.66 113.16 3.04% 07/2003
75 37.50 86.34 123.84 3.04% 05/2003
75 37.50 70.44 107.94 4.00% 06/2003
75 37.50 83.94 121.44 3.95% 04/2003
75 37.50 63.84 101.34 4.00% 06/2003
75 37.50 68.40 105.90 3.87% 04/2003
75 37.50 52.98 90.48 2.96% 05/2003
75 37.50 67.95 105.45 4.00% 09/2003
75 37.50 52.98 90.48 2.96% 09/2003
75 37.50 65.88 103.38 4.00% 08/2003
YTD Interest
$88.14
Final
Maturity Note
06/2012
11/2011
04/2012
02/2011
o8/2o12
06/2011 ~
03/2014
ol/2o13
07/2014
05/2013
12/2014 ~
10/2013 ~
06/2016 ~
04/2015 ~
11/2016 ~
09/2015 ~
03/2017 ~
02/2016 ~
Page I of 3
Say~gs Bond Calculator
0101652902 10/1988
0101652899 08/1987
0101652903 02/1989
0101652900 01/1988
0101652901 05/1988
0486569927 08/1989
0486569930 03/1990
0486569926 06/1989
0486569931 06/1990
0486569928 11/1989
0486569932 08/1990
0486569929 10/1990
0486569934 12/1990
0486569933 10/1990
0486569936 05/1991
0486569935 03/1991
0486569938 11/1991
0486569937 07/1991
0486569940 03/1992
0486569939 01/1992
0486569942 08/1992
0486569941 05/1992
0486569944 01/1993
0486569943 11/1992
0002370587 04/2002
0002370588 04/2002
0002370589 04/2002
0002370590 04/2002
75
75
75
75
75
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
100
500
500
500
500
37.50
37.50
37.50
37.50
37.50
50.00
50.00
5O.0O
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
50.00
500.00
500.00
500.00
500.00
45.03
50.40
45.03
48.36
46.68
57.88
55.76
57.88
53.68
55.76
53.68
51.64
51.64
51.64
48.68
51.64
45.84
48.68
45.84
45.84
43.04
43.04
40.32
40.32
13.20
13.20
13.20
13.20
82.53
87.90
82.53
85.86
84.18
107.88
105.76
107.88
103.68
105.76
103.68
101.64
101.64
101.64
98.68
101.64
95.84
98.68
95.84
95.84
93.04
93.04
90.32
90.32
513.20
513.20
513.20
513.20
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%
6.00%
4.0O%
6.0O%
6.00%
6.00%
6.00%
6.00%
6.00%
6.00%
6.00%
2.57%
2.57%
2.57%
2.57%
04/2003
08/2003
08/2003
07/2003
05/2003
08/2003
09/2003
06/2003
06/2003
05/2003
08/2003
04/2003
06/2003
04/2003
05/2003
09/2003
05/2003
07/2003
09/2003
07/2003
08/2003
05/2003
07/2003
05/2003
04/2003
04/2003
04/2003
04/2003
10/2018
08/2017
02/2019
01/2018
05/2018
08/2019
03/2020
06/2019
06/2020
11/2019
08/2020
10/2020
12/2020
10/2020
05/2021
03/2021
11~021
07/2021
03/2022
01/2022
08/2022
05/2022
01/2023
11/2022
04/2032
04/2032
04/2032
04/2032
P5 ~
P5 ~
P5 ~
P5 ~
7/15/03 10:29 AM
http://wwws.publicdebt.treas.gov/BC/SBCPrice Page 2 of 3
Savings Bond Calculator
0002370586 04~002 I
002370585 04~002 I
0002370584 04/2002 I
0002370582 04~002 I
0002370581 04/2002 I
0002370583 04/2002 I
f~i~0~ [ Viewing Bonds 1-52
500 500.00
500 500.00
500 500.00
500 500.00
500 500.00
500 500.00
13.20 513.20 2.57% 04/2003 04/2032 P5 ~
13.20 513.20 2.57% 04/2003 04/2032 P5 ~
13.20 513.20 2.57% 04/2003 04/2032 P5 ~
13.20 513.20 2.57% 04/2003 04/2032 P5 ~
13.20 513.20 2.57% 04/2003 04/2032 P5 ~
13.20 513.20 2.57% 04/2003 04/2032 P5 ~
7/15/03 10:29 AM
Note Description
NI Not Issued
NE Not Eligible for Payment
P5 Includes 3-month interest penalty
ME Matured (Exchangeable for I-IH)
MN Matured (Not Exchangeable for HH)
Please rate this service.
(Please print and/or save this page before submitting your survey)
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Page 3 of 3
Send Inquires to:
McmbersF
FEDERAL CREDIT UNION
5000 Louise Drive
PO Box 40
Mechanicsburg, PA 17055
www,memberslst,org
Main Switchboard: (717) 097-1161 or (800) 283-2328
Ca11-24: (717) 697-4372 or (800) 283-4372
TDD: (717) §97-5312 or (800) 283-2328 ext. 5312
TeleBranch: (717) 795-0049 or (800) 237-7288
WILLIAM R MCCARTY JR
56 STRAWBERRY DR
CARLISLE PA 17013-4441
Member's ] Account Number From
Statement
I
of Account 5532 02-01-03
rTO
02-28-03
Page
1 of 2
JOIN US FOR OUR ANNUAL MEETING
ON SATURDAY, APRIL 5TH AT 8:30
A.M. THE MEETING WILL BE HELD
AT THE ROSSMOYNE OPERATIONS
CENTER. CALL (717) 795-5128 OR
(800) 283-2328, EXT 5128 FOR
RESERVATIONS.
16083
TRANS EFF. l
DATE DATE TRANSACTION DESCRIPTION AMOUNT BALANCE
SUFFIX=O0 SAVINGS 2726.57
320303 SHARE WITHDRAWAL -900.00 1826.57
320303 TFR FROM SHARES 5532-11 1.00 1827.57
322803 DIVIDEND 2.16 1829.73
322803 LIFE DIV TRANSFER 3.43 1833.16
Y-T-D DIVIDENDS: 5.60
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 1.50~
ANNUAL PERCENTAGE YIELD EARNED / 1.50~
SUFFIX:02 HOLIDAY CLUB 401.24
020303 SHARE DEPOSIT 100.00 501.24
022803 DIVIDEND .58 501.82
Y-T-D DIVIDENDS: 1.08
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 1.55~
ANNUAL PERCENTAGE YIELD EARNED / 1.54~
SUFFIX:04 LIFE SAVINGS ACCOUNT 3000.00
322803 DIVIDEND 3.43 3003.43
322803 LIFE DIV ,R~NS,~R -3.43 3000.00
Y-T-D DIVIDENDS: 7.23
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / 1.50~
ANNUAL PERCENTAGE YIELD EARNED/ 1.50~
SUFFIX:Il CHECKING
BEGINNING BALANCE 30.00
DEPOSITS .00
DRAFTS .00 TOTAL NUMBER DRAF"S CLEARED 0
DEBITS/FEES l.O0
MAINT/SERVICE CHGS .00 YOUR AVG DAILY BAI.ANCE WAS 29.07
ENDING BALANCE 29.00 YOUR LOW MONTH BAI.ANCE WAS 29.00
020303 TFR TO SHARES 5532-00 -1.00 29.00
NOTICE: SEE REVERSE SIDE FOR IMPORTANTINFORMATION.
FEDERAL CREDIT UNION L- 553~02-01-03 02-28-0312 of 2
TRANS EFF.
DATE DATE TRANSACTION DESCRIPTION AMOUNT BALANCE
Y-T-D DIVIDENDS: .00
TRUTH IN SAVINGS INFORMATION
ANNUAL PERCENTAGE YIELD / .75~
FOR 2003
* IRA YTD m OTHER YTD ~ TOTAL YTD ,* TOT~L YTD * TOTtL YTD *
DIVIDENDS DIVIDENDS DIVIDENDS WITH IOLDING FOR EITURES
.00 ]3.9] 13.9] .00 .00
SCHWAB
Contributory IRA
Account Number: 6143-9536
Account Statement
Retain for Your Records
Statement Period: February 1, 2003 to February 28, 2003
Last Statement: January 31, 2003
Visit our website at: schwab, com A-E~o-n-t-O-~e--n-~d-ih-~-1-996
Questions? Call 1-800-435-4000 Page I
Press: 1-Quotes, 2-Trading, 3-Account Services, 4.New Accounts, 5-Other Inquiries
28/02-CN2D1801-000533-SML- 170134441005 401712 *
WILLIAM MCCARTY
CHARLES SCHWAB & CO INC CUST
IRA CONTRIBUTORY
56 STRAWBERRY DRIVE
CARLISLE PA 17013-4441
Account Value Summary
Cash & Sweep Money Market Funds
Investments
$ 2,307.80
$ 37,652.76
Total Account Value $ 39,960.561
Change In Value Summary
Change in Value Since January 31,2003:
Change in Value Since January 1,2003:
$ 5.49
$ 879.54
Rate Summary
Schwab MMF
0.68%
Investment Detail
Description Symbol
Cash and Money Market Funds (Sweep)
SCHWAB MONEY MARKET FUND SWMXX
Investments
ABBOTT LABORATORIES
GABELLI EQUITY TRUST INC
GABELLI UTILITY TRUST
HANSON PLC SPON ADR NEWF
I ADR REP 50RD
MYLAN LABORATORIES INC
TYCO INTL LTD NEW F
SCHWAB INTL MKTMSTRS
SCHWAB MK'I-rRK BALANCED
SCHWAB S&P 500 INV SHS
INVESTOR SHARES
SCHWAB 1000 FUND
NEW PLAN EXCEL RLTY TR
SHS BENEFICIAL INTEREST-
REIT
SCHWAB TEN TRUST ST38R *
UNiT 2002 SERA
SEMI ANNUAL REINVESTMENT
Quantity
Long/Short Price
2,307.8000 L $1
ABT 53.7446 L $ 35.6200
GAB 1,920.0543 L 6.9800
GUT 400 L 8.8700
HAN 21 L 23.5500
MYL 229.6198 L 28.5500
TYC 104.6231 L 14.8000
SWOIX 148.7850 L 8.2000
SWBGX 108.9090 L 11.5700
SWPIX~ 161.7380 L 12.9800
SNXFX 90.8560 L 23.8400
NXL 136.1987 L 19.4600
Market Value
$ 2,307.80
$1,914.38
13,401.98
3,548.00
494.55
6,555.65
1,548.42
1,220.04
1,260.08
2,099.36
2,166.01
2,650.43
51 I 7.8600 400.86
=lease see "Footnotes for Your Account" section for an explanation of the footnote codes and symbols on this statement.
.)00~2 Charles Schwab & Co., Inc. All rights reserved. Member: SI PC/New York Stock Exchange. CRS 21270 (0001-0386) STP10479R2-02(03/02)
CN2D1801-000533 401712
:::~ e. To keep on hand and uninvested such money as may be deemed proper and for
'i;~l such period as may be found expedient.
!iU f. To compromise, settle or arbitrate any claim or demand in favor of against the
~";i~ trust estate.
;.~ or
:~.~ g. And authorized in the discharge of fiduciary duties, to employ counsel and to
-.~, ~ principal or income of the trust fund, and shall further be entitled to charge against the principal or
'"~ ' income such other reasonable expenses and charges as may be necessary and proper to incur for
· ?ii~ determine and to pay such counsel reasonable compensation which shall be charged against the
~ the proper discharge of fiduciary duties and for the proper management and administration of the
trust estate.
h. In making any division of property into shares for the purpose of any distribution
thereof directed by the provisions of the trust, to make such division or distribution, either in cash
r in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making
any division or distribution in kind may allot any specific security or property or' any undivided
interest therein to any one or more of such shares, and to that end may appraise any or all of the
.' property so to be allotted and the judgment as to the propriety of such allotment and as to the
relative value for purposes of distribution of the securities or pror~erty so allotted shall be final and
conclusive upon all persons interested in the trust or in the division or distribution thereof.
i. And authorized to register any shares of stock or other assets of any trust in their
own names or in the name of a nominee.
j. To retain any investments including mutual funds which I may own at the time of
my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual
funds as may be deemed advisable or proper, irrespective of whether the same are authorized for
the investment of trust funds under the laws of any governing jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will
and Testament, written on two (2) pages, this 9th day of June, 1997.
~riili~ R./(/lc'Car~ ~ '~-~" _(SEAL)
Signed, sealed, published, and declared by WILLIAM R. McCARTY, the Testator above
named, as and for his Last Will and Testament, in our presence, who, in his presence, at his
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
/
Page 2 of 2 Pages
LAST WILL AND TESTAMENT
OF
WILLIAM R. McCARTY
I, WILLIAM R. MeCARTY, married man, of South Middleton Township (mailing
address: 56 Strawberry Drive, Carlisle, Pennsylvania 17013), Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and making void
any and all Wills by me at any time heretofore made.
1. I direct my hereinafter named Executrix or Executor to pay all of my just debts and
funeral expenses as soon after my death as may be found convenient to do so. I direct that all
inheritance, transfer and succession taxes which may be payable on account of my death shall be
paid from the residue of my estate regardless of whether the assets upon which such taxes are
based are included in my probate estate.
2. I declare that I am married to Mary Lou McCan'y. I further declare that I have two (2)
children: Daryl J. Martin and David H. McCarty.
3. All of the rest, residu6, and remainder of my estate, real, personal, and mixed, and
wheresoever the same may be situate, I give, devise, and bequeath to my wife, Mary Lou
McCarty, provided that she shall survive me by a period of ninety (90) days. In the event that my
said wife should predecease me or fail to survive me by the aforesaid period of ninety (90) days,
then in such event all of the rest, residue and remainder of my estate, real, personal, and mixed,
and wheresoever the same may be situate, I give, devise, and bequeath in equal shares to such of
my children and the children of my wife, Mary Lou MeCarty, as shall survive me by a period of
ninety (90) days, the share any deceased child of mine or child of my wife, would have received
shall pass to his or her issue, per stirpes, and if there be no such issue, then such share shall lapse
and be added to the remaining share or shares per stirpes. At the present time I have two (2)
children as aforementioned and my wife, Mary Lou McCarty, has the following four (4) children,
who are: Susan E. Zinn, Linda C. Roush, LuAnn B. Line and Edward P. Bagrosky.
4. I hereby nominate, constitute and appoint my wife, Mary Lou McCarty, as Executrix
of this my Last Will and Testament, but should she predecease me or fail to qualify, then in such
event I nominate, constitute and appoint my son, David H. McCarty, as Executor of this my Last
Will and Testament, and I further direct that neither of them shall be required to post any bond to
secure the faithful performance of her or his duties in the Commonwealth of Pennsylvania or in
any other jurisdiction. /
5. In addition to the powers conferred by law, my herein named Executrix or Executor
and Trustees are empowered:
a. To invest any part of the trust corpus in such securities, investments, or other
property as may be deemed advisable and proper, irrespective of whether the same are authorized
for the investment of trust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of'which
may be held, to vote in person or by proxy on any shares of stock; to consent to the merger,
consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale
of the property of any such corporations; to make any surrender, exchange or substitution of such
stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of
such corporations; to pay all assessments, subscriptions and other sums of money which may be
deemed wise and expedient for the protection and maintenance of the proportionate interest of the
investment in such corporations; to exercise any option or privilege which may be conferred upon
the holders of such stocks, bonds, ,or other securities of such corporations either for the
conversion of the same into other securities or for the purchase of additional securities, and to
make any and all necessary payments which may be required in connection therewith; and
generally to have and exercise as to all such stocks, bonds and other securities, the powers of an
individual owner who is under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate shares
shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and partly
on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the
trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or
propriety of any such sale or to see to the application of the purchase moneys arising therefrom.
Page 1 of 2 Pages
BUREAU OF INDIVIDUAL TAXES
INHERTTANCE TAX DIVISION
DEPT. ZB0601
HARRISBURG, PA 17128-0601
NARY L NCCARTY
56 STRAWBERRY DR
CARLISLE
COHNONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLO#ANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RE¥-IE*? EX AFP (01-05)
PA 17013
DATE 09-09-Z005
ESTATE OF NCCARTY
DATE OF DEATH 05-03-2005
FILE NUHBER 21 03-0344
C(~.T¥ CUHBERLAND
ACN 101
Amoun~ Rami~ed
WILLIAN
HAKE CHECK PAYABLE AND RENZT PAYNENT TO=
REGISTER OF WILLS
CUNBERLAND CO COURT HOUSE
CARLISLE, PA 17013
R
CUT ALONG THZS LZNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP [01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTZONS AND ASSESSNENT OF TAX
ESTATE OF NCCARTY WILLIAN R FILE NO. 21 03-0344 ACN 101 DATE 09-09-2003
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I Real Estate (Schadulo A)
2 Stocks and Bonds (Schedule B)
$ Closely Held Stock/Partnership Interest (Schedule C)
Nortgages/Notes Receivable (Schedule D)
$ Cash/Bank Dapos/ts/N/sc. Personal Property (Schedule E)
6 Jo/ntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED I)EDUCTTONS AND EXEHPTTONS:
9. Funeral Expenses/Adm. Costs/N/sc. Expenses (Schedule H)
10. Dabts/Nortgaga L/ab/1/t/os/L/ans (Schedule I)
11. Total Deduct/ons
12. Net Value of Tax Return
15.
(1)
(2)
($)
(4)
(5)
(6)
(7)
(9)
(10)
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Not Value of Estate Subjac~ to Tax
14z97Z.O0
.00
5~363.98
.00 NOTE: To /nsure proper
cred/t to your account,
subm/t the upper port/on
.00 of th/s form w/th your
tax payment.
.00
.00
(8)
5,831.00
.00
NOTE:
20,336.02
(11) ~ .B3]. 00
(1;) 14,505.0Z
(15) . O0
(~4) 14,505. OZ
Zf an assessment Nas issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of L/ne 14 at Spousal rate (15) 14,505.02 X O0 =
16. Amount of L/nm 14 taxabZa at L/neml/CXmss A rate (16) .00 X 045 =
17. Amount of L/ne 14 at S/bl/ng rate (17) .00 X 12 =
18. Amount of L/ne 14 taxable at CollateraX/CXess B rate (18) .00 X 15 =
19. Pr/nc/pal Tax Due (19)=
ANOUNT PAXD
NUNBER
tAX CREDITS:
PAYNENT
DATE
18 and 19 will
.00
.00
.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.°°I
.00
.00
( IF TOTAL DUE XS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE XS REFLECTED AS A 'CREDIT' {CR), YOU NAY BE DUE
A REFUND. SEE REVERSE S'rDE OF THIS FORN FOR 'rNSTRUCTIONS.)
DISCOUNT
INTEREST/PEN PAID (-)
ZF PAID AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDITIONAL INTEREST.
.0O
RESERVATION:
Estates of decadents dying on or before December ]2, ]982 -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or far years, the Coaaonamalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at tho laaful Class B (collateral) rata on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATZVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Mills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NZLLSj AGENT
A refund of a tax credit, ehich ems not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ars available et the Office
of the Register of #ills, any of the Z3 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: I-BO0-36Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-50Z0 (TT only).
Any party in interest nat satisfied eith the appraisement, alloaance, or disalloeance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 17liB-lOll) 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 Revise Unit, Dept. lB0601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decedant's death, a five percent (SI) discount of
the tax paid is allowed.
The 1SI 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 and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you mould appeal the tax and interest
that has bean assessed as indicated on this notice.
Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (SI) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 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 198Z through ZOO3 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Yea.__.r Rate Factor
198Z gO] .000548 1987 9Z .000247 1999 7X .00019Z
1985 16Z .000438 1988-1991 llZ .000301 ZOO0 8Z .O00Z19
1984 llZ .000301 199Z 9Z .000Z47 2001 9Z .000Z47
1985 13Z .000356 1993-1994 7X .OO019Z ZOO] 6Z .000164
1986 lOX .000Z74 1995-1998 9Z .000247 ZOO3 SZ .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELIN~IUENT X DAllY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. ]f payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDecedenttJ)t' "II/I)..! iv, II/.hw ,f.
Date of Death:
.3 :3 - ,?lCYJ q
Estate No.: .:.10fJ"iI - (It) 3 </:1
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 .IX! 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 person~presentative file a final account with the Court?
Yes 0 No Kl
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the persOl~epresentative state an account informally to the parties in
interest? Yes r 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: 7 r..& oS"
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Signature
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Name ! '
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Address /
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Telephone No.
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Capacity: R1 Personal Representative
o Counsel for personal representative
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Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
MCCARTY MARY LOU
56 STRAWBERRY DR
CARLISLE, PA 17013
RE: Estate of MCCARTY WILLIAM R
File Number: 2003-00344
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: 3/03/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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