HomeMy WebLinkAbout03-0438Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of A. LOUISE S. GRENOBLE,
aJk/a LOUISE GRENOBLE
Deceased
No.
Social Security No. 172-01-0100
JOHN J. GRENOBLE, Petitioner, who is 18 years of age or older, applies for:
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and avers that Petitioner is the Executor named in the
Last Will & Testament of the Decedent: Will dated June 27, 1997.
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
durante minoritate)
(d.b.n.c.t.a.: pendente lite; durante absentia;
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
I
Decedent, was domiciled at death at otQl~i) ~'-iw ~ ~ll/t,j. , Mechanicsburg,
Cumberland County, Pennsylvania, With her last family or principal residence at
c2 It:l?) ~ O~g5/~d, Mechanicsburg, Cumberland County, Pennsylvania.
Decedent, then 90 years of age, died May 21, 2003, in Mechanicsburg, Pennsylvania.
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
Total
$500,000.00
$
$
$
$500,000.00
Real Estate situated as follows: N/A
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the
lrant of letters in the appropriate form to the undersi[ined:
_ _ Si[Inature Typed or printed name and residence
~ ~(',~~-~ [ John J. Grenoble, 270 Frost Road, Gardners, PA 17324
For~-fYRW-1 Page I of 2 (Cumberland County)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner above-named swears and affirms that the statements in the foregoing Petition
are true and correct to the best of the knowledge and belief of Petitioner and that, as personal
representative of the Decedent, Petitioner will well and truly administer the estate according to law.
Sworn to and affirmed and subscribed
~efore me this,~°4=.__~ay of
May, 2003.
No.
Estate of A. Louise S. Grenoble, a/k/a Louise Grenoble, Deceased
Social Security .No: 172-01-0100 Date of Death: May 21, 2003
AND NOW, Ma~,,~'2003, in consideration of the Petition on the reverse side
hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters X Testamentary; Administration
d.b.n.c.t.; pendente lite; durante absentia; durante minoritate are hereby granted to John J. Grenoble, in
the above estate.
FEES
Letters ...........................
Short Certificate(s) .......... $ 15.00
Renunciation .................. $
Affidavit ( ) ................. $
Extra Pages ( ) ............ $. Ii, .OO
Codicil .......................... $.
JCP Fee ........................ $. lO- OO
Inventory ....................... $.
Other ............................ $
TOTAL ................
Register of Wills
Attorney: LEONARD TINTNER
I.D. No: 06859
Post Office Box 741, 315 N. Front St.
Harrisburg, PA 17108-0741
(717) 236-9377
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
Local Registrar
No. Date
Hey 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
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I'~
LAST WILL AND TESTAMENT
OF
A. LOUISE S. GRENOBLE
I, A. LOUISE S. GRENOBLE, of Camp Hill, the County of Cumberland and
Commonwealth of Pennsylvania, being of sound and disposing mind and memory, and not
acting under undue influence of any person whomsoever, do make, publish and declare this
instrument to be my Last Will and Testament, in manner and form following:
FIRST: I, hereby expressly revoke all Wills, Codicils and testamentary writings of
whatsoever kind and nature heretofore made by me.
SECOND: I hereby direct my Executor or his successor, hereinafter named, to pay
all my just debts, expenses of administration and funeral expenses out of my estate as soon
as is practicable after my decease.
THIRD: I direct that all estate, inheritance, transfer, legacy or succession taxes, or
death duties, which may be assessed or imposed of, wheresoever situate, whether or not
passing under this my Last Will and Testament, including the taxable value of all policies
of insurance on my life and all transfers, powers, rights or interests includible in my estate
for the purpose of such taxes and duties, shall be paid out of my general estate as an
expense of administration, and without apportionment, and shall not be prorated or charged
against any of the gifts in this Will or against any property not passing under this Will. In
the absolute discretion of my Executor or his successor, he may pay such taxes immediately
or may postpone the payment of the taxes on future or remainder interests until the time
possession accrues to the beneficiary or beneficiaries named herein. My Executor or his
successor may, in his discretion, arrange for extension of time for the payment of said estate
and inheritance taxes, and any interest and/or penalty incurred on any such taxes, whether
or not resulting from such extensions or postponements, shall be borne by my estate as an
expense of administration.
FOURTH: I give and bequeath unto HELEN V. STAHLE, who resides at 110
November Drive, Apt. #1, Camp Hill, Pennsylvania, 17011, all of my jewelry, furniture,
automobiles and other articles of personal use or adornment.
FIFTH: I give and bequeath unto HELEN V. STAHLE, aforementioned, the sum
of $10,000.00.
SIXTH: I give and bequeath unto HELEN V. STAHLE, aforementioned, my three
watercolors painted by Glenn Schlosser, of Etters, Pennsylvania. In the event that the said
HELEN V. STAHLE should predecease me, then and in that event, the three watercolors
should be given to the artist, Glenn Schlosser.
SEVENTH: I give and bequeath unto ROBERT J. STAHLE, who resides at 1000
Fourth Street, New Cumberland, Pennsylvania 17070, the sum of $5000.00.
EIGHTH: I give and bequeath unto GEORGE REED GRACEY, III, who resides
at 98 Range End Road, Dillsburg, PA 17019, the sum of $1000.00.
NINTH: I give and bequeath unto SUE GRACEY SMITH, who resides at 925 Old
Forge Road, New Cumberland, PA 17070, the sum of $1000.00.
TENTH: I give and bequeath unto LOUANN M. ROCKEY, who resides at 318
Geary Street, New Cumberland, PA 17070, the sum of $5000.00.
ELEVENTH: I give and bequeath unto MARK A. STAHLE, who resides at 209
Rosemont Avenue, New Cumberland, PA 17070, the sum of $1000.00.
TWELFTH: I give and bequeath unto KAREN STAHLE STARR, who resides at
RD #1, Box 1730 (Valley Road), Stewartstown, PA 17363, the sum of $1000.00.
THIRTEENTH: All the rest, residue and remainder of my property, real, personal
and mixed, of which I may die seized or possessed, or over which I may have power of
testamentary disposition, of whatsoever kind and wheresoever situate, I give, devise and
bequeath as follows:
(a) Fifty (50%) percent thereof unto my nephew, ROBERT J. STAHLE, who
currently resides at 1000 Fourth Street, New Cumberland, PA 17070; and
(b) Fifty (50%) percent thereof unto my step-son, JOHN J. GRENOBLE, who
currently resides at 270 Frost Road, Gardners, PA 17324.
In the event that either the said ROBERT J. STAHLE or JOHN J. GRENOBLE
should predecease me, then and in that event I direct that the deceased beneficiary's 50%
interest in my residuary estate be paid over to the surviving residuary beneficiary.
In the event that both of my named residuary beneficiaries should predecease me,
then and in that event I direct that my residuary estate be distributed under the provisions
of the Intestate Act of the Commonwealth of Pennsylvania in equal shares to my heirs living
at the time of my decease.
FOURTEENTH: The rights, titles, benefits, interests and estates of any beneficiary
hereunder shall not be subject to the rights or claims of his or her creditors nor subject nor
liable to any process of law or court.
FIFTEENTH: I hereby direct that my Executor or his successor shall not be
required to give bond or other security required by law or otherwise for the faithful
performance of his duties.
SIXTEENTH: I hereby give unto my Executor or his successor the fullest power and
authority in all matters or questions pertaining to the administration of my estate, executing
the provisions of this my Last Will and Testament, including, but not by way of limitation,
the power and authority to determine all doubtful questions which may arise in the
construction of this my Last Will and Testament; I further hereby authorize and empower
my Executor or his successor, pending settlement of my estate, to sell, convey, mortgage,
lease, exchange, encumber or otherwise dispose of any and all of the property, real, personal
or mixed at any time belonging to my estate, either at public or private sale, without prior
approval of any court, and at such times and for such price or prices and in any such case
upon such terms as he may think best in his discretion, and I authorize and empower my
said Executor or his successor to execute, acknowledge and deliver to the purchasers,
grantees, mortgagees, vendees, assignees or other persons, such contracts, deeds, mortgages,
bills of sale, and all other instruments of writing necessary or proper without obligation upon
the latter to see to the proper application of the proceeds. He shall also have the power
to compromise or otherwise settle or adjust any and all claims, charges, debts and demands
whatsoever against, or in favor of my estate as fully as I could do if living. He shall further
be empowered to carry on and conduct any business enterprise in which I may be engaged
at my death, to retain any assets, including stocks or securities which I may own at the time
of my death, pending settlement of my estate, without regard as to whether or not such
assets or securities are legal investments for fiduciaries. Pending settlement of my estate,
he shall also have the authority in his discretion to convert, sell, exchange or dispose of such
assets and securities either for cash or for terms satisfactory to him and to acquire other
assets without limitation to securities or investments as may be declared legal for investment
of trust funds. He shall further be empowered to borrow money, and to pledge assets of my
estate as security therefor, for the purpose of paying taxes which may be levied upon or
payable by my estate in accordance with this Will and in the event that funds in the hands
of my Executor or his successor shall be insufficient to pay such taxes, and if, in the opinion
of my Executor or his successor it appears that conversion of securities and other assets, real
and personal, would then be made at a sacrifice.
SEVENTEENTH: I hereby nominate, constitute and appoint JOHN J.
GRENOBLE, who resides at 270 Frost Road, Gardners, PA 17324, to be Executor of this
my Last Will and Testament. In the event the said JOHN J. GRENOBLE renounces this
office, refuses this appointment, predeceases me, or for any other reason is unable to serve,
then and in that event, I do hereby nominate, constitute and appoint DAUPHIN DEPOSIT
BANK AND TRUST COMPANY to be successor Executor of this my Last Will and
Testament and to have all the rights, privileges and duties conferred and created by reason
of said appointment. In the event DAUPHIN DEPOSIT BANK AND TRUST COMPANY
shall consolidate or merge with another corporation of fiduciary character and having the
power to act as Executor, including a national bank in this state having the proper permit
3
to act as Executor, then I nominate, constitute and appoint such successor corporation as
Executor of this my Last Will and Testament, and I direct that it shall have all of the said
rights, powers and privileges conferred hereinabove upon DAUPHIN DEPOSIT BANK
AND TRUST COMPANY.
of
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ 7 day
,~4--~/~.~ ~-~ ,1997.
~ A. Louise S. Grenoble
4
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF DAUPHIN )
We, A. LOUISE S. GRENOBLE, and Connie L. Hardy and
William D. Boswell , the Testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument
as her Last Will and Testament and that she signed willingly (or willingly directed another
to sign for her), and that she executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and to the best of our knowledge the Testatrix was at
that time 18 years of age or older, of sound mind, and under no constraint or undue
influence.
A. Louise S'~ Grenobl0
Witness
Subscribed, sworn to and acknowledged before me by A. LOUISE S. GRENOBLE,
the Testatrix and subscribed and sworn to before me by Connie ~., Hardy
and William D. Boswell , witnesses, this 27th day of
June ,1997.
Notary Public
My commission expires: 12 / 13 / 9 8
5
1N RE:
BOSWELL, TINTNER, PICCOLA & WICKERSHAM
COUNSELORS AT LAW
315 NORTH FRONT STREET
P.O. Box 741
H^~RlSmIRC,,, PA 17108-0741
: IN THE COURT OF COMiVlO~'~ FLEAD
ESTATE OF : CUMBERLAND COUNTY, PENNSYLVANIA
A. LOUISE S. GRENOBLE: ORPHANS' COURT DIVISION
DECEASED : ESTATE #2003-00438
: SOCIAL SECURITY #172-01-0100
CERTIFICATION OF NOTICE
UNDER RULE 5.6(a)
Name of Decedent: A. Louise S. Grenoble
Date of Death:
May 21, 2003
Estate No.:
2003-00438~'
To the Register:
I certify that notice of 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
June 12,2003to:
John J. Grenoble
270 Frost Road
Gardners, PA 17324
George R. Gracey, III
98 Rm~ge End Road
Dillsburg, PA 17019
Sue Gracey Smith
925 Old Forge Road
New Cumberland, PA 17070
Louann M. Rockey
520 3rd Street
New Cumberland, PA 17070
Mark A. Stahle
209 Rosemont Ave.
New Cumberland, PA 17070
BOSWELL, TI
Capacity:
X
Karen S. Starr
18975 Valley Road
Stewartstown, PA 17363
~,~//~: .~ER, PIC. C~(~& WICKERSHAM
~h~rcl-T~ntner, Esquire
Supreme Court I.D. #06859
~15 North Front Street
P. O. Box 741
Harrisburg, PA 17108-0741
(717) 236-9377
Personal Representative
Counsel for Personal Representative
STATUS REPORT UNDER RULE 6.12
Name of Decedent: A ~,/~lt.cl.F-
Date of Death:
Will No.:
Admin. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with respect to completion of the administration of the above-captioned estate:
1. State whether admin,,_qistration of the estate is complete:
Yes [-'] No ~
2. If the answer is No, state when the personal rel~r-~entative reasonably believes
that the administration will be complete: - /~ da,~-,
3. If the answer to No. 1 is Yes, state the following:
ao
Did the personal representative file a final account with the Court?
Yes _ No [--']
b. The separate Orphans' Court No. (if any) for the Personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes [-'] No [-']
Co
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./
Signature
Nanle
Address
Telephone No.
.~.~Personal Representative
Capacity: ]~,~,Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002910
GRENOBLE JOHN J
270 FROST ROAD
GARDNERS, PA 17324
........ fold
ESTATE INFORMATION: SSN: 172-01-0100
FILE NUMBER: 2103- 0438
DECEDENT NAME: GRENOBLE A LOUISE S
DATE OF PAYMENT: 08/15/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/21/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $70,000.00
REMARKS:
TOTAL AMOUNT PAID:
$70,000.00
SEAL
CHECK# 1007
INITIALS' VZ
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
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 002946
TINTNER LEONARD ESQUIRE
315 N FRONT STREET
PO BOX 741
HARRISBURG, PA 17108-0438
........ fold
ESTATE INFORMATION: SSN: 172-01-0100
FILE NUMBER: 2103-0438
DECEDENT NAME: GRENOBLE A LOUISE S
DATE OF PAYMENT: 08/27/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/21/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $829.45
TOTAL AMOUNT PAID:
8829.45
REMARKS: JOHN J GRENOBLE C/O LEONARD
TINTNER- PAYMT HAND DELIVERED
SEAL
CHECK//1010
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVAN~
DEPARTMENTOFREVENUE
DEPT, 280601
HARRISBURG, PA 17128-0601
REV-I$00
INHERITANCE T/~ RETURN
RESIDENT DECEDENT
IFILE NUMBER
COUN2TY]CODE
OFF' CiAL USE ONLY
2003 0438
YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
GRENOBLE, A. LOUISE S. 172-01-0100
DJ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
~ 05/2 1/2003 06/23/1912 REGISTER OF WILLS
IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
[] 1. Odginal Return [] 2. Supplemental Return [] 3. Remainder Return (date of death pdor to 12-13-82)
DJ
.moo
[] 4. Limited Estate
[] 6. Decedent Died Testate (Attach copy
of Will)
[] 9. Litigation Proceeds Received
'~AME
LEONARD TINTNER
] 4a. Future Interest Compromise (date of death after
12-1242) [] 5. Federal Estate Tax Return Required
[] 7. Decedent Maintained a Living Trust (Attach 8. Total Number of Safe Deposit Boxes
copy of Trust) --
[] 10. Spousal Poverty Credit (date of death between [] 11.Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ADDRESS
:IRM NAME (If applicable)
Boswell, Tintner, Piccola & Wickersham
FELEPHONE NUMBER
717/236-9377
315 N. Front Street/PO Box 741
Harrisburg, PA 17108-0741
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. 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 Property (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)
None
516,552.82~':
None''
None
31,494.16
None
None
51,289.28
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11 )
13. 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)
OFFICIAL USE ONLY
C( '
(8)
548,046.98
(11)
(12)
(13)
(14)
51,289.28
496,757.70
496,757.70
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00
or transfers under Sec. 9116(a)(1.2)
16.Amount of Line 14 taxable at lineal rate x .045
17.Amount of Line 14 taxable at sibling rate x .12
18. Amount of Line 14 taxable at collateral rate x .15
19. Tax Due
496,757.70
20. []
(15)
(16)
(17)
(18)
(19)
74,513.66
74,513.66
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
!STREET ADDRESS
2100 BENT CRREEK BLVD.
CiTY MECHANICSBURG STATE PA zn~ 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
70,000.00
3,684.21
(1)
Total Credits (A + B + C) (2)
Total Interest/Penalty (D + E) (3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
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
74,513.66
73,684.21
0.00
829.45
829.45
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; ....................................
¢. 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 G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is line, correct and complete. Declaration of
preparer other than the pemonal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
JOH.~ G~RENOBzL~(~ -- ~ ~
SI NAZ F PERSO~S~O~LE F~ FILING RETURN
~RE O~ ~EP~E~THER THAN REPRffSENTATIVE
~A~ TINTER
ADDRESS
ADDRESS
270 FROST ROAD
GARDNERS, PA 17324
DATE
DATE
ADDRESS
315 N. Front Street/PO Box 741
Harrisburg, PA 17108-0741
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 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.
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GRENOBLE, A. LOUISE S. FILE NUMBER
21 - 2003 - 0438
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE O
NUMBER DESCRIPTION UNIT VALUE
DEATH
ALLFIRST BANK - GRENOBLE TRUST 516,552.82
TOTAL (Also enter on line 2, Recapitulation) 516,552.82
COMMONWEALTH OF PENNSYLVANIA
iNHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
GRENOBLE, A. LOUISE S.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 2003 - 0438
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorshEp must be disclosed on schedule F.
ITEM
NUMBER
DESCRIPTION
ALLIqRST BANK - CHECKING ACCOUNT #0038672332
ALLFIRST BANK - MONEY FUND ALTERNATIVE - #0098125087
MOBILE X-RAY IMAGING, INC - REFUND
ROBC LIMITED PARTNERSHIP - THE BRIDGES AT BENT CREEK - REFUND FROM NURSING
HOME
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
9,305.00
20,815.50
22.20
!,351.46
31,494.16
OMMONWEALTH OF PENNSYLVANIA
INHERFFANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL~&
ADM~IL~'I'RATNE COSTS
ESTATE OF GRENOBLE, A. LOUISE S. FILE NUMBER
21 - 2003 - 0438
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
Ac
1.
2.
3.
FUNERAL EXPENSES:
MYERS-HARNER FUNERAL HOME
ROLLING GREEN CEMETARY - GRAVE OPENING
JOHN J. GRENOBLE - REIMBURSEMENT FUNERAL LUNCHEON
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
JOHN J. GRENOBLE
Social Security Number(s) / EIN Number of Personal Representative(s):
208-24-2308
Street Address 270 FROST ROAD
City GARDNERS State PA Zip 17324
Year(s) Commission paid
Attorney's Fees BOSWELL, TINTNER, PICCOLA & WICKERSHAM
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State ~ Zip
Relationship of Claimant to Decedent
Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
GR~SWALD SPECIAL CARE - NURSING CARE
JOHN J. GRENOBLE - REIMBURSEMENT FOR PAYMENT FOR NURSING CARE
Total of Continuation Schedule(s)
TOTAL (Aisc enter on line 9, Recapitulation)
7,620.00
995.00
242.97
20,150.00
20,150.00
377.00
55.00
214.50
1,484.81
51,289.28
,Schedule H
Expemes&
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF GRENOBLE, A. LOUISE S. FILE NUMBER
21 - 2003 - 0438
3 JOHN J. GRENOBLE - REIMBURSEMENT MILEAGE 73.37
4
5
6
7
PENNSYLVANIA STATE RETIREMENT SYSTEM - REIMBURSEMENT FOR
OVERPAYMENT OF RETIREMENT ACCOUNT
THE SENTINEL - LEGAL - ADVERTISE ESTATE
CUMBERLAND LAW JOURNAL - ADVERTISE ESTATE
BOSWELL, TINTNER, PICCOLA & WICKERSHAM - REIMBURSEMENT POSTAGE,
PHOTOCOPIES, MISC. EXPENSES
BOSWELL, TINTNER, PICCOLA & WlCKERSHAM - RESERVE TO CLOSE
177.49
108.95
75.00
50.00
1,000.00
Page 2 of Schedule H
REV-1513 EX+ '($~)0) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
GRENOBLE, A. LOUISE S. FILE NUMBER
21 - 2003 - 0438
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
Do Nnl' List Tru~fee(S)
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 GEORGE R. GRACEY, III FRIEND 1,000.00
98 RANGE END ROAD, DILLSBURG, PA 17019
2 SUE GRACEY SMITH FRIEND 1,000.00
925 OLD FORGE ROAD, NEW CUMBERLAND, PA 17070
3 LOUANN M. ROCKEY FRIEND 5,000.00
520 3RD STREET, NEW CUMERLAND, PA 17070
4 MARK A. STAHLE GREAT 1,000.00
209 ROSEMONT AVENUE, NEW CUMBERLAND PA 17070 NEWPHEW
5 KAREN S. STARR GREAT 1,000.00
18975 VALLEY ROAD, STEWARTSTOWN, PA 17363 NIECE
6 JOHN J. GRENOBLE STEP-SON BALANCE OF
270 FROST ROAD, GARDNERS, PA 17324 ESTATE
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
LAST WILL AND TESTAME~
OF
A. LOUISE S. GRENOBLE
I, A. LOUISE S. GRENOBLE, of Camp Hill, the County of Cumberland and
Commonwealth of Pennsylvania, being of sound and disposing mind and memory, and not
acting under undue influence of any person whomsoever, do make, publish and declare this
instrument to be my Last Will and Testament, in manner and form following:
FIRST: I hereby expressly revoke all Wills, Codicils and testamentary writings of
whatsoever kind and nature heretofore made by me.
SECOND: I hereby direct my Executor or his successor, hereinafter named, to pay
ail my just debts, expenses of administration and funeral expenses out of my estate as soon
as is practicable after my decease.
THIRD: I direct that all estate, inheritance, transfer, legacy or succession taxes, or
death duties, which may be assessed or imposed of, wheresoever situate, whether or not
passing under this my Last Will and Testament, including the taxable vaiue of all policies
of insurance on my life and all transfers, powers, rights or interests includible in my estate
for the purpose of such taxes and duties, shall be paid out of my generai estate as an
expense of administration, and without apportionment, and shail not be prorated or charged
against any of the gifts in this Will or against any property not passing under this Will. In
the absolute discretion of my Executor or his successor, he may pay such taxes immediately
or may postpone the payment of the taxes on future or remainder interests until the time
possession accrues to the beneficiary or beneficiaries named herein. My Executor or his
successor may, in his discretion, arrange for extension of time for the payment of said estate
and inheritance taxes, and any interest and/or penalty incurred on any such taxes, whether
or not resulting from such extensions or postponements, shail be borne by my estate as an
expense of administration.
FOURTH: I give and bequeath unto HELEN V. STAHLE, who resides at 110
November Drive, Apt. #1, Camp Hill, Pennsylvania, 17011, ail of my jewelry, furniture,
automobiles and other articles of personai use or adornment.
FIFTH: I give and bequeath unto HELEN V. STAHLE, aforementioned, the sum
of $10,000.00.
SIXTH: I give and bequeath unto HELEN V. STAHLE, aforementioned, my three
watercolors painted by Glenn Schlosser, of Etters, Pennsylvania. In the event that the said
HELEN V. STAHLE should predecease me, then and in that event, the three watercolors
should be given to the artist, Glenn Schlosser.
SEVENTH: I give and bequeath unto ROBERT J. STAHLE, who resides at 1000
Fourth Street, New Cumberland, Pennsylvania 17070, the sum of $5000.00.
EIGHTH: I give and bequeath unto GEORGE REED GRACEY, III, who resides
at 98 Range End Road, Dillsburg, PA 17019, the sum of $1000.00.
NINTH: I give and bequeath unto SUE GRACEY SMITH, who resides at 925 Old
Forge Road, New Cumberland, PA 17070, the sum of $1000.00.
TENTH: I give and bequeath unto LOUANN M. ROCKEY, who resides at 318
Geary Street, New Cumberland, PA 17070, the sum of $5000.00.
ELEVENTH: I give and bequeath unto MARK A. STAHLE, who resides at 209
Rosemont Avenue, New Cumberland, PA 17070, the sum of $1000.00.
TWELFTH: I give and bequeath unto KAREN STAHLE STARR, who resides at
RD #1, Box 1730 (Valley Road), Stewartstown, PA 17363, the sum of $1000.00.
THIRTEENTH: All the rest, residue and remainder of my property, real, personal
and mixed, of which I may die seized or possessed, or over which I may have power of
testamentary disposition, of whatsoever kind and wheresoever situate, I give, devise and
bequeath as follows:
(a) Fifty (50%) percent thereof unto my nephew, ROBERT J. STAHLE, who
currently resides at 1000 Fourth Street, New Cumberland, PA 17070; and
(b) Fifty (50%) percent thereof unto my step-son, JOHN $. GRENOBLE, who
currently resides at 270 Frost Road, Gardners, PA 17324.
In the event that either the said ROBERT J. STAHLE or JOHN J. GRENOBLE
should predecease me, then and in that event I direct that the deceased beneficiary's 50%
interest in my residuary estate be paid over to the surviving residuary beneficiary.
In the event that both of my named residuary beneficiaries should predecease me,
then and in that event I direct that my residuary estate be distributed under the provisions
of the Intestate Act of the Commonwealth of Pennsylvania in equal shares to my heirs living
at the time of my decease.
FOURTEENTH: The rights, titles, benefits, interests and estates of any beneficiary
hereunder shall not be subject to the rights or claims of his or her creditors nor subject nor
liable to any process of law or court.
FIFTEENTH: I hereby direct that my Executor or his successor shall not be
required to give bond or other security required by law or otherwise for the faithful
performance of his duties.
SIXTEENTH: I hereby give unto my Executor or his successor the fullest power and
authority in all matters or questions pertaining to the administration of my estate, executing
the provisions of this my Last Will and Testament, including, but not by way of limitation,
the power and authority to determine all doubtful questions which may arise in the
construction of this my Last Will and Testament; I further hereby authorize and empower
my Executor or his successor, pending settlement of my estate, to sell, convey, mortgage,
lease, exchange, encumber or otherwise dispose of any and all of the property, real, personal
or mixed at any time belonging to my estate, either at public or private sale, without prior
approval of any court, and at such times and for such price or prices and in any such case
upon such terms as he may think best in his discretion, and I authorize and empower my
said Executor or his successor to execute, acknowledge and deliver to the purchasers,
grantees, mortgagees, vendees, assignees or other persons, such contracts, deeds, mortgages,
bills of sale, and all other instruments of writing necessary or proper without obligation upon
the latter to see to the proper application of the proceeds. He shall also have the power
to compromise or otherwise settle or adjust any and all claims, charges, debts and demands
whatsoever against, or in favor of my estate as fully as I could do if living. He shall further
be empowered to carry on and conduct any business enterprise in which I may be engaged
at my death, to retain any assets, including stocks or securities which I may own at the time
of my death, pending settlement of my estate, without regard as to whether or not such
assets or securities are legal investments for fiduciaries. Pending settlement of my estate,
he shall also have the authority in his discretion to convert, sell, exchange or dispose of such
assets and securities either for cash or for terms satisfactory to him and to acquire other
assets without limitation to securities or investments as may be declared legal for investment
of trust funds. He shall further be empowered to borrow money, and to pledge assets of my
estate as security therefor, for the purpose of paying taxes which may be levied upon or
payable by my estate in accordance with this Will and in the event that funds in the hands
of my Executor or his successor shall be insufficient to pay such taxes, and if, in the opinion
of my Executor or his successor it appears that conversion of securities and other assets, real
and personal, would then be made at a sacrifice.
SEVENTEENTH: I hereby nominate, constitute and appoint JOHN J.
GRENOBLE, who resides at 270 Frost Road, Gardners, PA 17324, to be Executor of this
my Last Will and Testament. In the event the said JOHN J. GRENOBLE renounces this
office, refuses this appointment, predeceases me, or for any other reason is unable to serve,
then and in that event, I do hereby nominate, constitute and appoint DAUPHIN DEPOSIT
BANK AND TRUST COMPANY to be successor Executor of this my Last Will and
Testament and to have all the rights, privileges and duties conferred and created by reason
of said appointment. In the event DAUPHIN DEPOSIT BANK AND TRUST COMPANY
shall consolidate or merge with another corporation of fiduciary character and having the
power to act as Executor, including a national bank in this state having the proper permit
to act as Executor, then I nominate, constitute and appoint such successor corporation as
Executor of this my Last Will and Testament, and I direct that it shall have all of the said
rights, powers and privileges conferred hereinabove upon DAUPHIN DEPOSIT BANK
AND TRUST COMPANY.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this o~ 7 day
of ~-.'~4-4~ , 1997.
~ ~ A. Louis~ S~ Grenoble
4
COMMONWEALTH OF PENNSYLVANIA )
) SS:
COUNTY OF DAUPHIN )
We, A. LOUISE S. GRENOBLE, and Connie L. Hardy and
William D. Boswell , the Testatrkx and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being fLrst duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument
as her Last Will and Testament and that she signed willingly (or willingly directed another
to sign for her), and that she executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and to the best of our knowledge the Testatrix was at
that time 18 years of age or older, of sound mind, and under no constraint or undue
influence.
~- A. Louise S. Grenobl¢}
Witness //~
Subscribed, sworn to and acknowledged before me by A. LOUISE S. GRENOBLE,
the Testatrix and subscribed and sworn to before me by Connie L. Hardy
and William D. Boswell , witnesses, this 27th - day of.
June , 1997.
My commission expires: 12 / 13 / 9 8
NOTA,,~iAL 5~AL t
SARAH £. A~PL,EB'< No;'ary Public ~
My Cu ..... ~1~. l~,, .xDffes ~,=.. 1~, . 998,
'Harr~sbura, ~A 'OaughinCounty J
5
Date of Death: 05/21/2003
Valuation Date: 05/21/2003
Processing Date: 05/29/2003
Estate Valuation
Shares Security
or Par Description High/Ask Low/Bid
Estate of: Louise Grenoble Estate
Account: 1100209550
Report Type: Date of Death
Number of Securities: 15
File ID: Trust DOD Valuation
Mean and/or Div and Int Security
Adjustments Accruals Value
1) 24294.86
2) 5000
3) 10000
4) 10000
5) 5000
6) 10000
7) 25000
8) 5000
9) 21615.096
10) 1938
11} 24GG.65
ARK FDS (040711400 1.00
MM~T INSTL
NASDAQ
Money Market Fund
COATESVILLE PA AREA SCH DIST G.O. BDS (190684FM7)
FT Intr.
DTD: 09/01/1993 Mat: 10/01/2009 5.3%
05/21/2003 101.30800 101.29400 A/B
Int: 04/01/2003 to 05/21/2003
EAST STROUDSBURG PA AREA SCH D G.O. BDS (275380LW1)
FT Intr.
DTD: 12/15/1993 Mat: 11/15/2009 5.125%
05/21/2003 101.91500 101.91500 A/B
Int: 05/15/2003 to 05/21/2003
WESTMORELAND CNTY PA MUN AUTH MUN SVC R (961017GL8)
FT Intr.
DTD: 10/01/1993 Mat: 08/15/2010 5%
05/21/2003 100.77100 100.76200 A/B
Int: 02/15/2003 to 05/21/2003
HARRISBURG PA PKG AUTH REV PUB PKG R (414758CJ9)
FT Intr.
DTD: 05/01/1991 Mat: 11/15/2011 6.9%
05/21/2003 100.24400 100.24400 A/B
Int: 05/15/2003 to 05/21/2003
DELAWARE CNTY PA AUTH COLLEGE REV BDS (246003DR5)
FT Intr.
DTD: 03/01/1993 Mat: 11/15/2013 5.4%
05/21/2003 103.80700 103.78700 A/B
Int: 05/15/2003 to 05/21/2003
HUNTINGDON AREA PA SCH DIST G.O. BDS (445859BG5)
FT Intr.
DTD: 11/15/1993 Mat: 02/01/2018 5.4%
05/21/2003 102.96300 102.96300 A/B
Int: 02/01/2003 to 05/21/2003
DIORTF3~PTON CNTY PA HIGHER ED UNIV REV (663540FK3)
FT Intr.
DTD: 08/01/1994 Mat: 10/15/2019 6%
05/21/2003 108.75000 108.75000 A/B
Int: 04/15/2003 to 05/21/2003
ARK FDS (040711665)
PA TXFREE INST
NASDAQ
05/21/2003 10.66000 Bid
ALLIED IRISH BKS P L C (019228402)
SPONADR ORD
NYSE
05/21/2003
31.00000 30.37000 H/L
APJ< FDS (040711681)
BLUE CHIP INST
NASDAQ
05/21/2003
13.05000 Bid
1.00 14.01 24,294.86
101.301000 5,065.05
36.81
101.915000 10,191.50
8.54
100.766500 10,076.65
133.33
100.244000 5,012.20
5.75
103.797000 10,379.70
9.00
102.963000 25,740.75
412.50
108.750000 5,437.50
30.00
10.660000 230,416.92
30.685000 59,467.53
13.050000 32,189.78
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc.
please contact EVP Systems at (818) 313-6300 or www.evpsys.com.
If you have questions,
(Revision 6.4.3)
Date of Death: 05/21/2003
Valuation Date: 05/21/2003
Processing Date: 05/29/2003
Shares Security
or Par Description
12} 1872.988
ARK FDS (040711103)
CAP GROWTH PTF
NASDAQ
05/21/2003
13) 1908.345
ARK FDS (040711624)
EQUITY INC INS
NASDAQ
05/21/2003
14) 1182.033
ARK FDS (040711590)
MID-CAP INSTL
NASDAQ
05/21/2003
15) 6112.56
ARK FDS (040711533)
VAL EQTY INSTL
NASDAQ
05/21/2003
High/Ask Low/Bid
11.86000 Bid
8.31000 Bid
10.93000 Bid
7.63000 Bid
Estate of: Louise Grenoble Estate
Account: 1100209550
Report Type: Date of Death
Number of Securities: 15
File ID: Trust DOD Valuation
Mean and/or Div and Iht Security
Adjustments Accruals Value
11.860000 22,213.64
8.310000 15,858.35
10.930000 12,919.62
7.630000 46,638.83
Total Value:
Total Accrual:
Total: $516,552.82
$649.94
$515,902.88
Page 2
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP System,s at (818) 313-6300 or www.ev~sys.com. (Revision 6.4.3)
allfirst
A Division of M& T Bank
June 16,2003
Boswell, Tinmer, Piccola & Wickersham
Counselors At Law
315 North Front Street
P.O. Box 741
Harrisburg, PA 17108-0741
Dear Ms. l%ster:
Estate of Louise $. Grenoble
Date of Deatb~. May 21, 2003
Social Security l~mber: 172-01-01 O0
In response to your request, please be advised that at the time of death the above
named decedent had on deposit with this bank the following accounts.
7kjpe of Account ....................... Checking
Account Number. ..................... 0038672332
Ownership (Names of) ............... Louise S. Grenoble
Opening Date .......................... 06/28/72
Balance on Date of Deatlt ........ $9,304.64
Accrued Interest $ 0.36
Total. ..................................... $9,305.00
7~lpe of Account. ...................... Money Fund Alternative
Account Number. ..................... 0098125087
Ownership (Names of) ............... Louise S. Grenoble
Opening Date .......................... 03/05/97
Balance on Date of Death. ........ $20,799.50
Accrued Interest $ 16. O0
Total ...................................... $20,815.50
This letter does not include any accounts in wh/ch the deceased may have been listed as Power of Attorney,
Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement
For any additional information on these accounts please contact our branch at:
812 ½ West High Street
Carlisle, PA 17013
Phone - 717-240-6717
Sincerely,
Charlene A. Warrington
Associate I
(302) 934-2722
Estate of
also known as
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
GRENOBLE, A. LOUISE S.
No. 21-2003-0438
Date of Death 5/21/2003
Social Security No. 172-01-0100
, Deceased
JOHN J. GRENOBLE
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/VVe verify that the statements made in this Inventory are true
and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney: ~~~~ .,~~
I.D. No.: ,~(~6859
Personal Representative
Signature: j~~
Signature:
Signature:
Address:
Telephone:
315 N. Front Street/PO Box 741
Harrisburg, PA 17108-0741
717/236-9377
Address:
270 FROST ROAD
GARDNERS, PA 17324
Telephone:
Dated:
Personal Property
ALLFIRST BANK - GRENOBLE TRUST
ALLFIRST BANK - CHECKING ACCOUNT #0038672332
ALLFIRST BANK - MONEY FUND ALTERNATIVE - #0098125087
MOBILE X-RAY IMAGING, INC - REFUND
ROBC LIMITED PARTNERSHIP - THE BRIDGES AT BENT CREEK - REFUND FROM
NURSING HOME
Total Personal Pr6perty
516,552.82
9,305.00
20,815.50
22.20
1,351.46
$548,046.98
(Attach additional sheets if necessary) Total Personal Property and Real Estate $548,046.98
IN RE: : IN THE COURT OF COMMON PLEAS
ESTATE OF : CUMBERLAND COUNTY, PENNSYLVANIA
A. LOUISE S. GRENOBLE: ORPHANS' COURT DIVISION
DECEASED : ESTATE #2003-00438
: SOCIAL SECURITY #172-01-0100
ESTATE SETTLEMENT AGREEMENT
ESTATE OF A. LOUISE S. GRENOBLE
THIS AGREEMENT executed this ~1- day of December, 2003, by and between
George R. Gracey, III, Sue Gracey Smith, Louann M. Rockey, Mark A. Stahle, Karen S. Starr
and John J. Grenoble, beneficiaries of the Estate orA. Louise S. Grenoble, and John J. Grenoble,
Executor of the Estate of A. Louise S. Grenoble.
WITNESSE TH:
WHEREAS, A. Louise S. Grenoble died on May 21, 2003, having first made and
published her Last Will and Testament dated June 27, 1997, wherein she named John J.
Grenoble, Executor. Letters Testamentary were issued by the Cumberland County Register of
Wills on May 28, 2003; and
WHEREAS, the Executor, represented by Leonard Tintner, Esquire, and Boswell,
Tintner, Piccola & Alford, has proceeded with the administration of said estate, and has paid all
proper bills and debts for the estate and has prepared an Inventory and a Pennsylvania Inheritance
Tax Return, which documents have been filed with the Register of Wills of Cumberland County
on August 27, 2003. The Pennsylvania Inheritance Taxes were paid in full in August 27, 2003;
WHEREAS, the Executor and the heirs have examined the income and expense
statements for the estate pertinent to the estate assets, income earned and expense paid during the
course of the administration; and
WHEREAS, the Executor has prepared an Informal First and Final Account, and that the
net estate of the decedent shall be distributed pursuant to the Last Will and Testament of A.
Louise S. Grenoble, which is as follows:
George Reed Gracey, III
Sue Gracey Smith
Louann Rockey
Mark A. Stahle
Karen Stahle Starr
John J. Grenoble
$ 1,000.00
$ 1,000.00
$ 5,000.00
$1,000.00
$ 1,000.00
Balance of Estate
NOW, THEREFORE, the parties hereto intending to be legally bound hereby, mutually
agree, as follows:
1. Pennsylvania Inheritance Tax and Federal Estate Income Tax Return. The parties
hereto, and each of them, agree and acknowledge that they have fully and carefully examined the
Pennsylvania Inheritance Tax Return and the Schedule J Beneficiary form relating thereto, and
finds them to be true and correct, and acceptable to the parties hereto and each of them, and
further that they have received a copy of these documents.
2. Release and Discharge. The parties hereto do hereby release, remise and forever
discharge the Estate of A. Louise S. Grenoble, the Executor and the attorney for the Estate, of
and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands
whatsoever which they or their legal representatives or assigns may at any time heeafter have,
3. Distribution.
distribution as follows:
(a)
(b)
against the Executors, the said Estate or the assets thereof, from, for, touching or concerning any
of the assets and property of the said Estate and/or any claim or interest thereto or therein, and the
administration, management, collection, sale or distribution of any of the said assets and for or on
account of any money, interest, income, assets or proceeds out of the same, from the time of the
death of the said decedent to and including the date of this Agreement and release.
The beneficiaries under the Last Will & Testament agree to
Taxes. The Pennsylvania Inheritance Tax return was filed on August 27, 2003;
Creditors' claims. All claims of the creditors, as known to the Executor have been
paid.
(c) Jointly Owned Property. There was no property held jointly.
(d) Residuary_ distribution. Distribution to the residuary beneficiary will be made,
after payment of all debts, taxes, and bequests.
Personal Property.
Final agreements.
There was no personal property to be distributed.
This instrument is a full and final Family Settlement
Agreement by and between the parties hereto, both fiduciary and individual, all of the same
having been arrived at, concluded, and executed after a full and complete disclosure of the estate
assets, the obligations, and the rights of the parties and of all the parties to, and each of them,
agree to abide by these terms.
6. Requirement to execute documents. All of the parties to, and each of them, agree
that they will at all times in the future and whenever necessary, appropriate or convenient, make,
execute and deliver to the said Executors and to the other party or persons, any and all
instruments, documents, conveyances, deeds, releases or other instruments of any kind necessary
or convenient to carry out the intention of this Agreement and/or to permit, assist and enable the
Executors to fulfill their duties with reference to the said estate and all of the assets and
obligations.
7. Entire agreement. This Agreement constitutes the entire understanding among
these parties to, and each of them acknowledges that no representations or statements of any
kind, written or oral, have been made to them or any of them previously by the Executors or by
any other person or party upon their behalf.
8. Heirs. This Agreement shall enure to the benefit of and shall be binding upon,
these parties to, and each of them, their heirs, executors, administrators, successors and assigns.
9. Counterparts. This Agreement may be signed in counterparts, which means each
party may execute a separate copy.
IN WITNESS WHEREOF, these parties to have hereunto set their respective hands and
seals the day and year first above written.
In the presence of:
~ J. (~ENOBLE, E~ECUTOR
9. Counterparts. This Agreement may be signed in counterparts, which means each
party may execute a separate copy.
IN WITNESS WHEREOF, these parties to have hereunto set their respective hands and
seals the day and year first above written.
BENEFICIARY
LOUANN M. ROCKEY,~ -
BENEFICIARY
MARK A. STAHLE
BENEFICIARY
'SUE GI~CEY SMIT~/,,/
BENEFICIARY
KA~N S. STARR
BENEFICIARY
IN RE: : IN THE COURT OF COMMON PLEAS
ESTATE OF : CUMBERLAND COUNTY, PENNSYLVANIA
A. LOUISE S. GRENOBLE: ORPHANS' COURT DIVISION
DECEASED : ESTATE/42003-00438
STATUS REPORT UNDER RULE 6.12
Name of Decedent: A. LOUISE S. GRENOBLE Social Security No. 172-01-0100
Date of Death:
MAY 21, 2003
Will No.
Register File No. 20003-00438
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes X No __
If the answer to #1 is No, state when the personal
representative reasonably believes that the administration
will be complete:
o
If the answer to #1 is Yes, state the following:
mo
Did the personal representative file a final
account with the Court? Yes No X
bo
The separate Orphans' Court No. (if any) for
the personal representative's account is:
Co
Did the personal representative state an account
informally to the parties in interest? Yes X
No
d. Copies of receipts, releases, j oinders and
approvals of formal or information accounts may
be filed with the Clerk of the Orphans' Court
and may be attached to this report.
ep°rtff
Date: December 17, 2003 Signature:
Name: ~Leon'"'~ri Tlnt~er,'E~q~i~:e'
Address: 315 North Front Street,
Harrisburg, PA,
Telephone: (717) 236-9377
Capacity: Personal Representative x
Counsel
BUREAU OF ZNDZVTDUAL TAXES
XNHERITANCE TAX DIVTSTON
nEpT. 280601
HARRZSBURG, PA 17128-0601
COHMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTXCE OF ZNHERXTANCE TAX
APPRAZSEMENT, ALLOHANCE OR DZSALLOHANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
RE¥-Z~i? EX AFP (nl-OS)
DATE 11-03-2005
ESTATE OF GRENOBLE
DATE OF DEATH 05-21-2005
FZLE NUMBER 21
'-'~ ':i i/'i .'-:'*~, , COUNTY CUMBERLAND
LEONARD TINTNER - ACN 101
HBGPoBOSWELLBox 7qlETAL pA tTios' I Amoun~
A L
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THZS LZNE ~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~
DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF GRENOBLE A L FZLE NO. 21 03-0~38 ACN 101 DATE 11-05-2003
TAX RETURN HAS: ( ) ACCEPTED AS FZLED (X) CHANGED SEE ATTACHED NOTICE
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON:
1. Real Estate (Schedule A)
2.
3.
q.
5.
6.
7.
8.
ORIGINAL RETURN
(1)
Stocks and Bonds (Schedule B) (2)
Closely Held Stock/Partnership Znterest (Schedule C) ($)
Mortgages/Notes Receivable (Schedule D) (q)
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (E)
Jointly Owned Property (Schedule F) (6)
Transfers (Schedule G) (7)
Tote1 Assets
APPROVED DEDUCTXONS AND EXEMPTZONS:
9. Funerel Expenses/Adm. Costs/Mi. sc. Expanses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule 1)
11. Total Deductions
12. Nat Value of Tax Return
15.
lq.
(9)
(10)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Nat Value of Estate Subject to Tax
.00
516z552.82
.00
.00
$1~q9q.16
.00
.00
(8)
51,289.28
.00
(11)
(12)
(15)
(lq)
NOTE:
Xf an assessment Nas issued prevZously, lines 14, 15 and/er 16, 17,
reflect f/gures that include the total of ALL returns assessed to date.
(16) .00 x O0 =
(16) q87,757.70 x Oq5=
(17) .00 x 12 =
(18) 9,000.00 x 15 =
(19)=
AMOUNT PAZD
ASSESSMENT OF TAX:
15. Amount of Line lq at Spousal rata
16. Amount of L/ne lq taxebXe at LineaX/Cless A rata
17. Amount of Line Xq at SibXing rata
18. Amount of Line lq taxable at ColleteraX/CXass B rata
19. PrincJ)el Tax Due
TAX CREDXTS:
PAYMENT RECEXPT DXSCOUNT (+)
DATE NUMBER XNTEREST/PEN PAXD (-)
08-15-2005 CD002910 1,16q.95
08-27-2005 CDOO29q6 .00
70,000.00
829.q5
ZF PAID AFTER DATE XND/CATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper port/on
of this form with your
tax payment.
5q. 8, Oq6.98
6].289.28
q96,757.70
.00
q96,757.70
18 and 19 Nill
.00
21,9q9.09
.00
1,350.00
25,299.09
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
71,99q.~0
q8,695.$1CR
.00
q8,695.$1CR
( XF TOTAL DUE XS LESS THAN $1, NO PAYMENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT- (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE S/DE OF THZS FORM FOR ZNSTRUCTZONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred
in possession or enSoyeant to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of gO00. (72 P.S.
Section 91q0).
Detach the top portion of this Notice and submit with your payment to the Register of Rills printed on the reverse side.
--Make 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" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special gq-hour
answering service for forms ordering: 1-BOO-36Z-Z050~ services for taxpayers aith specie1 hearing and / or
speaking needs: 1-800-447-3020 (TT only).
Any party in interest not satisfied aith the appraisement, allowance, or disalloaance of deductions, or assessment
of tax (including discount or interest) as sheen 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. galOZI, Harrisburg, PA lTlgB-lOgl,
--election to have the matter determined at audit of the account of the persona[ representative, OR
--appeal to the Orphans' Court.
OR
Factual errors discovered on this assessment should bm addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171za-060l
Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due Is paid aithin three (3) calendar months after the decedent's death, a five percent (SZ) discount of
the tax paid is aIIoeed.
The 15Z tax amnesty non-participation penalty is computed on the total cf the tax and interest assessed, and not
paid before January lB, 1996, the first day after the and of the tax amnesty period. This nan-participation
penalty is appealable in the same manner and in the the same time period as you would appeal tho tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning aith first day of delinquency, or nine (9) months and one el) 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 (6Z) percent per annum calculated at a daily rate of .00016q. All taxes ahich became delinquent on and after
January 1, 198g will bear interest at a rate ahJch will 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 Doily Interest Doily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 2OZ .000548 1987 9Z . OOOZq7 1999 7Z . OOOlgg
1983 167. .000q38 1988-1991 11Z .OOO30l ZOOO 8Z .O00Zl9
1984 llZ . 000301 199Z 97. · 000247 2001 9Z . 0002q7
1985 13Z .000~56 1993-1994 7Z .000192 2002 67. .000164
1986 107. .000274 1995-199B 9Z . O00Zq7 ZOO3 57. .000137
--Interest is calculated as folloas:
INTEREST = BALANCE OF TAX UNPAID X NURSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond the date cf the assessment. If payment is made after the interest computation date sheen on the
Notice, additional interest must be calculated.
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
COMIV~)NWEAL.TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG~ PA 17128-0601
DECEDENTS NAME FILE NUMBER
Louise A. Grenoble 2103-0438
REVIEWED BY ACN
CHARLES WRIGHT 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Changed tax rate from 15 percent to 4.5 percent since a step-son is a lineal beneficiary.
ROW Page 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 250&01
HARRISBURG, PA 17128-0&0]
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
LEONARD TINTNER
BOSWELL ETAL
PO BOX 741
HBG
PA 17108
DATE 12-01-2005
ESTATE OF GRENOBLE
DATE OF DEATH 05-21-2005
FILE NUMBER 21 05-0458
COUNTY CUMBERLAND
ACM 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP C01-05) ~ INHERITANCE TAX STATEMENT OF ACCOUNT ~
ESTATE OF GRENOBLE A L FILE NO. 21 05-0458 ACN 101 DATE 12-01-2005
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN [N THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT:
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
25,299.09
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
08-15-2005
08-27-2005
11-12-2005
CD002910
CD002946
REFUND
IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN el,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CA),
.00
.00
70,000.00
829.45
48,695.51-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN. .00
TOTAL DUE .00
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
25,299.09
.00