HomeMy WebLinkAbout04-0841 Estate of
also known as
Social Security No. 189-09-4267
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older and the executor
in the last will of the above decedent, dated
and codicil(s) dated N/A
PETITION FOR PROBATE and GRANT OF LETTERS
Katherine S. Strohm No 21-04 ~0 ~ ~ ]
To: Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
named
(state relevenat circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland
with her last family or principal residence at
127 W. High Street, Borough of Carlisle,
County, Pennsylvania,
(list street, number and municipality)
Decedent, then 97 years of age, died Sept.5,2004
at Borough of Carlisle, Cumberland County
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: No Exceptions
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) Ail personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
$ unestimated
Total: unestimated
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last.~ill and codicil(s)
presented herewith and the grant of letters testamentary ' ~ ~ c5 -~ .~,~-r~
(testamentary; ....... ~ ' ;~:~ '
admm~stra~ft c.t.a.; adrmmStrat~on d.b.n.c.t.a.)
thereon. ~
Mary Jane Lobato
372 W. South Street
Carlisle PA 17013
OATH OF PERSONAL REPRSENTATIVE
COMMONWEATLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the ~bove decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affi'r.,?ed and subscribed
before me this ~ t]qr~day of
LTL./
Sep~ ~n~ber, 2004 ~ 'r~
No. 21-04
Estate of
Katherine S. Strohm
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW 20 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated ~~ l .z., z~ o ~ ~
described therein be admitted to probate and filed of record as the last will of
Katherine S. Strohm
and Letters Testamentary
are hereby granted to Mary Jane Lobato
FEES
Probate, Letters, Etc. $
Short Certificates(1 ) $
Renunciation $
$
Total $
Filed ........................................
Robert M. Frey
Register of Wills ~ t51
.~62741
ATTORNEY (Sup. Ct. I.D. No.)
5 South Hanover Street
Carlisle, Pennsylvania 17013
ADDRESS
(717) 243-5838
PHONE
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
Robert G Frey and Trisha A. Liess (each) a subscribing witness to the will presented
herewith, (each) being duly qualified according to law, depose(s) and say(s) that they
were present and saw Katherine S. Strohm the testatrix, sign the same and that they
signed as witnesses at the request of testatrix in her presence and (in the presence of
each other) (in the presence of the other subscribin~~s!et. ~.~___~
Sworn to or affirmed, and subscribed before V ~,
m.~.this/ . / ~//~" day of __ _ (Name)
~l~'t~b~-,2004. ~ ~' IL~v~v'"'J""~P',
Rectister u - (Name7 ' ,
\ '~"~).~¢" (Address)) 1
REGISTER OF WILL OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
each a subscriber hereto (each) being duly qualified according to law, depose(s) and
say(s) that familiar with the signature of
testat of (one of the subscribing witnesses to)
the Codicil/Will presented herewith and that believes the signature on
the Codicil/Will is in the handwriting of to the best of
knowledge and belief.
Sworn to or affirmed and subscribed before
me this .day of
(Name)
(Address)
,200
Register
(Name)
0.~: i.[~j ~'[ d_% 170. (Address)
REGISTER OF WILLS OF di~ ~ ~)~_v'/ctr'iJ
OATH OF SUBSCRIBING WITNESS
COUNTY
codicil
(each) a subscril~ing witness to the will presented herewith, (each) being duly
qualified according to law, depose(s) and say(s)
that present and saw
, the testat , sign the
same and that signed as a witness at the request of
test in h presence and (in the presence of each other) (in the presence of the
other subscribing witness(es).
Sworn to or affirmed and subscribed before
me this day of
,200__
Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILL OF CUMBERLAND COUNTY
,~:; ~ATH OF NON-SUBSCRIBING WITNESS
Robert G. Frey and Trisha A. Liess, (each) a subscriber hereto, (each) being duly
qualified according to law, depose(s) and say(s) that each of them is familiar with the
signature of Katherine S, Strohm testatrix of (one of the subscribing witnesses to) the
Codicil presented herewith and that they believes the signature on the Codicil is in the
handwriting of Katherine S. Strohm to the best of their knowledge and belief.
Sworn to or aff/irm d and subscribed before ~~' ~
me this ! L/'¢~ day of (Name) //"' !
,- --
.~L ~ ~,'~ ~ ,2004. ~~ (A~ess) ~.
(~' Cddres¢
COUNTY
codicil
(each) a subscribing witness to the will presented herewith, (each) being duly
qualified according to law, depose(s) and say(s)
that present and saw
., the testat ., sign the
same and that signed as a witness at the request of
test in h ~ presence and (in the presence of each other) (in the presence of the
other subscr~ng witgess(es).
Sworn to or ~firmed and subscribed before
me this '-'- day of
;:200
-' '-' Register
(Name)
(Address)
(Name)
(Address)
REGISTER OF WILL OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Robert G. Frey and Trisha A. Liess, (each) a subscriber hereto, (each) being duly
qualified according to law, depose(s) and say(s) that each of them is familiar with the
signature of Katherine S, Strohm testatrix of (one of the subscribing witnesses to) the
Codicil presented herewith and that they believes the signature on the Codicil is in the
handwriting of Katherine S. Strohm to the best of their knowledge and belief.
Sworn to or affirmed and subscribed before V
me
this
/
day
of
~ ~e ~ ~ ~ ,2004. ~
(Address)
hi~, is to certify that the intbrmation here given is correctly copied from an original certificate of death duly filed with me as
!.o~. ti 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.
0590241
...... 8 2o0 ,
No. ~ Date
H105 144 Rev 1/91
/129-348
(F,rsl M,Odle. Last)
Katherine S
AGE (Last B,'~',dey) UNDER 1 YEAR UNDER 1 DAY
96
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECOI~D~S
CERTIFICATE OF DEATH
(Coroner).__,~
Strohm ,. Female a. 189-09-4267 ~
)ec. 3, 1907 ,.Carlisle, PA ,n,.,..tQ E~JOut~afien, [] DOA~ Nursing []
Cumberland Carlisle
DECEDENT'$ USUAL OCCUPATION KINO OF BUSINESS/iNDUSTRY
September 5, 2004
127 W. High Street ~] *-~,,~.~c~,, ~o. White
Office ~s [] ~o[] io-,2/ 2t ....s+l Widowed
{~,,~,
127 W. High St.
,~.~., C~erland township? NO, d.eeOenlrived
FATHER'S NAME (First, M ~le, La~,) MOTHER'S NAME (Firsl. M ~dle, M aJd~q Surn~l~e)
John T. Sheafer ,,. Mary A. Haverstock
INFORMANT'S M~ILING ADORESS (Slreel City/Town State Z~p Code)
Mar~ L~bato ;~ 327 W. South St., Carlisle PA 17013
ME~HOD OF DISPOSITION DATE OF DISPOSITION PLA~E OF DISPOSITION - Name of Cemate~y, Cremalory LOCATION - City/Town. State. Zip
l~,,.~y.-a ~-~ ml,,,.sepeember ?, 2004 Is,,.Weeeminster Cemetery I .... Carlisle PA 17013
----~..~. ~o~. c% ~-~ '~ 1=,. 013144-L h~. 219 N Hanover St_.. Carlisl, PA
I-. ..30 SeptemberS, 2004 ,. m.
,,~,m,~,~--,- , Presume(1 Natural Causes
m .~ ,-~ m Iaoo~'*~ [] ~,.~.;~n~,tl~t~on [] ~'. I:l~,. M, I~o~.
'l DATE SIGNED 1~40olh, Ii>ay. Year)
'~NO~('~ANDDEml~l~Y~ANC~h~b~m°o~n~n~mandc~mcau*~d~) [3ld September 7, 2004
'MED~AL~AMINE~NER (~t~2~Ty~P""tMichael L. Norris, Coroner
Dining Rm Dropleaf & Pictures
,..,,~C,.,,.x
Table and~hair'~s~-~e ~
Hall Enamels
Hall Enamels
Mixed Up Rm Cedar Chest et al
Chest
Mixed Up Rm Silver/Sewing Stand
Silverware
Silver Stand Itslf
Mixed Up Rm Chest of Drawers & Shelf
Shelf
Chest of Drawers
Mixed Up Rm Shelf & Dresser Top Left Side
Mixed Up Rm Desser & Shelf Rt. Side
Kitchen Window Shelf Left
Living Rm Kaddy's chair to Door
~Marble Stand
Dropleaf
Living Room Dropleaf
Living Room Wing Back,Table & Stool
Two Stools
Living Room Spool Table
Living Rm. Desk End
Living Roo Desk Top Brass
Teddy's request: NOT
for Pittsburgh Gang
.... ,-."' Living Room Desk Top Goddess/Vase
Teddy's request NOT
for Pittsburgh Gang
Living Room Desk Top Small Porscelins
Living Room Comer table
2-3-4- cruets
Table
Living Room Coffee Table Right
Tables
Bedroom: Kaddy's bed
Bedroom: Kaddy's bed
TWIN BEDS
Kaddy'd Bedroom Guest side
Kaddy's Dresser Mirror Jewelry chest
Kaddy's Dresser Top Left Side
Kaddy's Dresser & Mirror
Kaddy's Bedroom Table & Pictures
,,%
Dining Rm Comer Cabinet
Set of Glasses
Set of Dishes
Comer Cabinet
Part of China
g Rm Rosewood Ch/Marble Table
Like the one of Jean's
Adrienne got fr Ted
LivingRoom Coffee Table Left
Missing Living Room
TV Set
Statue on TV
/
Item On Spindle Wall
Dining Rm Washstand & Shelf
Dining Rm Washstand left side
Washstand
Kitchen Window Rt Side
Glasses
Dishes&Mugs
Revere Ware
Living Rm: Chair Marble Top Table
LAST WILL AND TESTAMENT
OF
KATHERINE S. STROHM
I, KATHERINE S. STROHM, widow, of 127 West High Street in the Borough of
Carlisle, 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 Executors 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 my funeral services be
conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, in
accordance with arrangements which I have made ti,.ere.
2. I give and bequeath various articles of household furniture, furnishings and personal
belongings to the persons shown on a separate memorandum in my handwriting dated October 24,
2001 which I have prepared and placed with this my Last Will and Testament.
3. I give and bequeath the remaining funds, if any, which I have invested through the Trust
Department of Orrstown Bank, which funds shall not be deemed to include any bank accounts I
may have at Orrstown Bank, in equal shares to the five (5) children of my deceased nephew,
Richard S. Crow, who are Richard S. Crow, Jr., Stephanie Ann Crow, David Crow, Michael Crow,
and Robert Crow, per stirpes. I further direct that any and all estate and inheritance taxes owed by
reason of the bequests made in this paragraph 3 be paid by the persons receiving said bequests or
from the specific bequests made herein and said taxes shall not be paid from the residue and
remainder of my estate.
4. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, ! give, devise and bequeath in equal shares to such of the
following named four (4) persons who shall survive me by a period of ninety (90) days, their heirs
and assigns, but should any of them fail to so survive me then the amount which such deceased
person would have received shall lapse and be added to the share or shares of the other named
persons: The two (.2) daughters of my deceased brother, John C. Sheafer, who are Mary Jane
Lobato and Patricia Ann Frey; and the two daughters of my deceased sister, Regina S. Baker, who
are Jacqueline Baker and Jean B. Baker.
5. I hereby nominate, constitute and appoint my niece, Mary Jane Lobato, as Executrix of
this my Last Will and Testament, but should she predecease me or fail to qualify or cease serving as
such, then in such event I nominate, constitute and appoint my niece, Mary Jacqueline Baker, as
alternate or successor Executrix, and I further direct that neither of them shall be required to post
any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or
in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament written on one (1) page, this 12th day of August, 2002.
Kafl~erine S. Strohm-
(SEAL)
Signed, sealed, published and declared by KATHERfl'4E S. STROHM, the Testatrix above-
named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request,
and in the presence,, of each other, have hereunto subscribed our names as attesting witnesses.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.
To the Register:
KATHERINE S. STROHM
September 5, 2004
Admin. No. 21-04-0841
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: September 23, 2004
Name
Richard S. Crow, Jr.
Stephanie Ann Crow
David Crow
Michael Crow
Robert Crow
Mary Jane Lobato
Patricia Ann Frey
Jacqueline Baker
Jean B. Baker
Bonnie Kepner
Address
3714 Grandview Dr., Apt196L, Simpsonville NC 29680
2160 Greentree Road 210W, Pittsburg PA 15220
115 Shippen Drive, Mission Township PA 15108
18301 Carriage Drive, Morgan Hill CA 95037
365 Second Street, Jersey City NJ 07302
372 W. South Street, Carlisle PA 17013
325 Washington Lane, Carlisle PA 17013
1062 Telegraph Road, Rising Sun MD 21911
3234 Peavine Road, Apt 122, Crossville Tn 38558
169 E. Pomfret Street, Carlisle PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a)
except NO EXCEPTIONS
Date: September 23, 2004
NAME:
ADDRESS:
SIGNATURE
Robert M. Frey
5 South Hanover Street
Carlisle. Pennsylvania 17013
Capacity: Personal Representative
X Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
BUREAU OFJNDIVIDUAg TAXES
DEPT 280601
HARRISBURG, PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD O04686
FREY ROBERT M
5 S HANOVER STREET
CARLISLE, PA 17013
ESTATE INFORMATION: SSN: 189-09-4267
FILE NUMBER: 2104-084-1
DECEDENT NAME: STROHM KATHERINE S
DATE OF PAYMENT: 12/02/2004
POSTMARK DATE: 1 2/02/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 09/05/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $10,695.00
REMARKS:
TOTAL AMOUNT PAID:
$10,695.00
SEAL
CHECK//111
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
217
REV-1500 EX (6-00)
'$ \\ S Q~
"'"~~ ~
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500 'a~ ~~~
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~~'S)
OFFICIAL USE ONLY
FILE NUMBER
21-04-0841
COUNTY CODE
YEAR
NUMBER
DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Katherine S Strohm
DATE OF DEATH (MM-DD-YEAR)
SOCIAL SECURITY NUMBER
I-
Z
W
Q
W
U
W
Q
189-09-4267
DATE OF BIRTH (MM-DD-YEAR)
TllIS RETURN MUST BE ~ IN -...:ATE WItH THE
Se t. 5, 2004 12/3/1907
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
\!!
lC~'"
ua:lC
Ull!sU
%.:9
UtlD
0(
[gJ 1. Original Return
o 4. Umi\ed Estate
[gJ 6. DecedenI Died Teslale (AI\ach copy of Win)
o 9. Litigation ProceedS Received
o 2. Supplemenlal Raturn
04a. Future Interest Compromise (dale of deeIh after 12-12-a2)
o 7. DecedenI Maintained a Living Trust (AI\ach copy of Trust)
010. Spousal "'-'Y Credl (dote of_ -. 12-31-91 _1-1-95)
03. R_Return(doteof_priorIo12-13-82)
o 5. Federel E_e Tax Ratum Required
~ 8. Total Number of Sale Deposit Boxes
011. EIecIion \0 \ax under See. 9113(A) (AI\ach Sch 0)
I-
if!
Q
Z
2
fa
0::
0::
o
U
NAME
Robert M. Fre
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
5 South Hanover Street
Carlisle PA 17013
717 243-5838
1. Real Estate (Schedule A) (1) NONE
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partne!ship or Sole-Proprietorship (3) NONE
4. Mortgages & Notes Receivable (Schedule D) (4) NONE
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6) NONE
z DSeparate Billing Requested
0
~
0( 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property
.... (7) NONE
:::l (Schedule G or L)
l-
ii:
0( 8. TOTAL GROSS ASSETS (totel Lines 1-7)
U
W
0:: 9. Funeral Expenses & Administrative Costs (Schedule H) (9)
OFFIC~ USE ONLY
'.,. .
59,305
.~
- )
]
I
c
30,746
, i
12. NET VALUE OF ESTATE (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
(8)
14,784
877
(11)
(12)
(13)
(14)
90,051
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) :10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
15,661
74,390
o
74,390
11. TOTAL DEDUCTIONS (totel Lines 9 & 10)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
15. Amount of Line 14 taxable at the spousal tax
Z rate ,or transfers under Sec.9116 (a)(1.2) x .0 (15) 0
0
~ 16. Amount of Line 14 taxable at lineal rate .0 0
~ x (16)
:::l
0-
::E 17. Amount of Line 14 taxable at sibling rate x .12 (17) 0
8
>< 74,393 x .15
~ 18. Amount of Line 14 taxable at collateral rate (18) 11,159
19. Tax Due (19) 11,159
~~'I-
217
Katherine S Strohm
C
Add
189-09-4267
Decedent's omDI ete ress:
STREET ADDRESS
127 West Hiah Street
CITY I~TATE TZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B.Priorpayments
C. Discount
(1)
10,695
563
Total Credits (A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
11,159
11,258
Total Interest/Penalty ( D + E) (3) 0
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Cheek box on Page 1 line 20 to request a refund (4) 99
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 0
A. Enter the interest on the tax due. (SA)
B. Enter the totel of Line 5 + SA. This is the BALANCE DUE. (58) 0
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:
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;
Yes
o
o
o
o
o
o
o
No
[KI
[KI
[KI
[KI
[KI
[KI
[KI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND RLE IT AS PART OF THE RETURN.
C. retain a reversionary interest; or . . . . . . . . . . . . .
2.
d. receive the promise for life of either payments, benefits or care?
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? . . . . . . . . . . . . . . . . . . . . . . . . .
Under penalties of perjury, I declare that I have exemined this retum, including accompanying schedules and statements, and to the best of my knowledge end belief, it is true,
end complete. Declaration of preparer other \hen \he personal ~ive is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPON IBLE FOR FlUNG RETURN DATE
372 West South Street, Carlisle, Pennsylvania 17013
SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE
~ J-..,. ~ I\L.-t
ADDRESS ,
5 South Hanover Street, Carlisle, Pennsylvania 17013
DATE
For dates of deeIh on or after July 1, 1994 and before January 1, 1995, \he tax rate imposed on \he net value of transfers \0 or for \he use of \he surviving spouse is 3%
[72 PS. Section 9116 (a)(1.1 )(i)].
For dales of daath on,or after January 1, 1995, the tax rete imposed on the net velue oflransfers to or for the use of the surviving spouse is 0% [72 P.S. Section 9116 (a)(1.1)(ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and \he statutory requiraments for disclosure of assets and filing e \ax retum are still applicable even if
\he surviving spouse is \he only beneficiary.
For dates of deeth on or after July 1, 2000:
The \ax rate imposed on the net value of transfers from a deceased child \wenty-{)f1e years of age or younger at deelh to or for the use of a natural parent, en adoptive parent,
or a stepparent of \he child is 0%[72 P.S. Section 9116(a)(1.2)].
The \ax rate imposed on \he net value of transfers \0 or for \he use of \he dececlenl's lineal beneficiaries is 4.5%, excapI as noted in n P.S. Section 9116(1.2) [72 P.S. Section 9116(e)(1
)].
The \ax rate imposed on the nat value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 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.
217
REV-1503 EX+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Katherine S Strohm
FILE NUMBER
21-04-0841
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Orrstown Bank Trust and Investment Services, Acct 67026145
VALUE AT DATE
OF DEATH
55,368
2.
Scudder U.S. Government Securities-A Fund #18 Acct#9399006744(456.165sh@8.63)
3,937
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
59 305
.'-A~.,
, ORRSTOWN-,
-BANK
"
Trust and Investment Services
, 77 East King Street
P.O. Box 250 _ i
Shippensb~; PA,17257
1-888:0RRStOWN.
.-"
'-
I
!
Robert M. Frey _ '
Frey & Tiley
, 5 South Hanover Street
Carlisle PA 17013
,
,/
\
Re=" 'Estate of Katherine S. Strohm
- Acct # ,67206145-
----
Dear Mr. Frey,
,
As per your recent request for the date of death Value for the 8:bove .
,,/ .' ,
referenced. acco!-lnt, the value of Ms. Strohm's account on \
September S, 2004~wai:-$55.367.51.
I
. ;;C""'~~__-<""__ "
i(~ )~) "(,~( f // \( ,,~,ll
.' .... , .I,' ).-i\ '\. / \ .,r, :'J -
1 '"t). ""~:' ~ '.: ~ ~ -r f .... ..,i.'f;[' , .
I ... ".,~- ': \. ',/ ! "', "I ;;'
~ iI' ~h"e .,~ ;,... . '"" ~ $.
~~~~~Olfered~~Network~~'Corporation,asecurlties~ _,
J,,{~'7rmJDll'~ a~insurance agax:y..~(h,~~!f~~J9!K1,~Network are not _ NetworkandFN
jlii:~~ ,. NOT A DEPOSIT NOT FDI<;~~ :~~u~~~ GUARANTEE NOT FEDERAL AGENCY INSUREp MAY LOSE
. .
d',___",,>:...Il!SJ1~countis also in process to be liquidated and therefore
.....,~:,;~~k ~:.:':y..;"~... ". ':,..-.. t,~:.::r'~';~:t',9:"':""'.".~ _, \ ,. . ,
. . .. '~",. . .!t'Q-;-YOJ,lr attentIon.
~~ .
WSJ,com Stock Charting for KUSAX
4/6/05 11:51 AM
cudder US Govt Sec;A (KUSAX)
(FUND)
Date Price High Low
U,S, Dollar
Volume
2 Month (Daily)
@BigCharts.oom
9/7104
8.64
nla
nla
nla
No Splits
8.70
~.'65
...
Get another quote any day after 1/2/1970
Sep
Oct
1/2/1970
Date: ~!'Z!'~Q04~~J
( Go I
1 mo 2mo 3mo 6mo 1Y.!: ~ !2l!:
Symbol:
Copyright @ 1999-2005 BiqCharts,com Inc. All rights reserved,
Please see our Terms of Use, Historical and current end-of-day
data provided by FT I nteractive Data.
Copyright @ 2005 Dow Jones & Company, Inc, All Rights Reserved
http://www.bigcharts.com/custom/wsj ie/wsjbb-historical,asp?symb=KUSAX&close _ date=9%2F7%2F2004&x=0&y=0
Page 1 of I
WSJ.com Stock Charting for KUSAX
4/6/05 II :50 AM
Scudder US Govt Sec;A (KUSAX)
(FUND) U.S. Dollar
Date Price High Low Volume
2 Month (Daily)
@BigCharts.oom
9/3/04
8.62
nla
nla
nla
No Splits
8.70
8.65
8.60
Get another quote any day after 1/2/1970
Se.p
Symbol: L
1/2/1970
Date: l~fl!,?QQ_~j
L?~~
1 mo 2mo 3mo 6mo 1Y.!: ~ !2l!:
Copyright @ 1999-2005 BioCharts.com Inc. All rights reserved.
Please see our Terms of Use. Historical and current end-of-day
data provided by FT Interactive Data.
Copyright @ 2005 Dow Jones & Company, Inc. All Rights Reserved
http://www.bigcharts.com/custom/wsjie/wsjbb-historical.asp?symb=KUSAX&close _ date=9%2F3%2F2004&x=0&y=0
Page I of I
217
REV-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Katherine S Strohm
FILE NUMBER
21-04-0841
Include the proceeds of litigation and the date the proceeds were received by the estate.
All DroDertv iointlv-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
10
11
12
DESCRIPTION
M&T Bank, Checking Acct #2671040612
M&T Bank, Savings Acct #015004201825013
M&T Bank, C/D#031003908350140
M&T Bank, C/D#031003910986488
Costume Jewelry Appraisal
Miscellaneous Household Items Appraisal
Refund, The Hartford Fire Insurance Com.
M&T, C1D#31003910986488, Dividends June and August
M&T, C/D#31003908350140, Dividends June and August
Scudder U.S. Government Securities Fund A, Dividend June and August
Orrstown Bank Trust & Investments, Acct#67206145, Monthly Withdrawals
Cash from Purse
VALUE AT DATE
OF DEATH
2,983
1,647
10,003
9,510
92
5,917
148
42
18
26
300
60
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
30,746
.A."" "",- UJ...ewlp
p.l
r!1 M&fBank
499 M"rtd1eJl Road, Millsboro, DE 19966 Mail Code DE-MB-12
Phone (888) 5024349
Fa (302) 934-2955
October 13, 2004
Fax: 717-243-6441
Frey & Tiley
Attorneys At Law
5 South Hanover Street
Carlisle, Pennsylvania 17013
Re: Estate of: Katherine S Strohm
Social Security: 189-09-4267
Date of Death: September 05, 2004
Dear Sir or Madam:
Per your inquiry dated October 04. 2004. please be adWed that at the time of death, the above-named decedem had on
deposit with this baok the following:
1.
Type of Account
Checking Account
Account Number
2671040612
Ownership (Names oj)
Katherine S Strohm
Mary Janes Lobato. POA
Opening Date
9/1/67 Closed 9/16/04
Balance on Date of Death
$2,983.03
Accrued Interest
$ 0.00
Total
$2.983.03
2.
Type of Account
Savings Account
Account Number
015004201825013
Owner3mp (Names oj)
Katherine S Strohm
Mary Janes LobaJiJ, POA
9/18100 Closed 9/16/04
Opening Date
Balance on Dale of Death
$1,646.87
$ 0.21
Accrued Intere.rt
Total
$/.67.08
---.&.- -. '-I....".,r'
p.2
3. Type of Account CertijicaJe of Deposit
Account Number 031003908350140
Ownership (Names oj) Katherine S Strohm
Mary Janes Lobato, POA
Opening Date 1/29/01 Closed 9/16/04
Balance on Date of Death $10,000.00
Accrued Interest S 2.56
Total 51if002.56 _..___..______m_
4. Type of Account Certificate of Deposit
Account Number 031003910986488
Ownership (Names oj) Katherine S Strohm
Mary Janes Lobato, POA
Opening Date 8123/00 Closed 9/16/04
Balance on Dale a/Death $9,500.00
Accrued Interest $ 10.04
~._---------------....-------------- -- ---
Toto/ $9,510.04
Please be advised, there was no safe deposit box found for the above decedent.
For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the
High Street Carlisle Office # 717-240-4536.
Sincerely,
?:1.~
Records Management
!:
Y-~o- 07"
( ~.#/ P~HS" ~ E....~
..... .... ~~~~L<____. ~ k- .
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... . ~'.j ~.,_c;;, . ._ ' Va~~, PCJ~ ,
n _H_____ ~~~ ~<-u,,~;zr-dJ
- .... . ___.. 7'=~C7_=.O'/.
,
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, ' . F" i r $ t' (! D(] (C Ii -fc 1'1 Y Ll) i ~ I..d d +e,J~ AU.9U.S f- J d} d.-Od
\. \Jl~ C-0d,l(A liS du+t':.d -JUlIe: 0 ,;2-,-(>3-. .:j. '3/~.th~. Il-ern~
J . .r< tt.)-""' j ct S ~ining.J(m Dropleaf & p1ctur.es .. \ -Il
I \'\.0 [,--,,-,,1"<::.0 ." e"r i -'C ,HI \'1 I? (e I n a~~ En 0 Lan 0 y\ln e.,
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-
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IVIixed Up Rm Cedar Chest et al
Mixed Up Rm Silver/Sewing Staiid:~
34~
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Mixed Up Rm Desser & Shelf Rt.Side
, ,ej'
/ flL)11 ~/' t 1"/'
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Kitchen Window Shelf Left
.~~
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~'1?--~c~
Living Room \Ving Back.Table & St~ol
s-,~
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~~
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4<1~~.4~
Living Room Spool Table
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Teddy's request: NOT
for Pittsburgh Gang
; ~(yOU(
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'?ff_~-t?r
Living Room Desk Top Goddess/ Vase
-'
.......
;"
..... ...
,
\.
Teddy's request NOT
for Pittsburgh Gang
~t
.,,~ ~''','"'' '-<':'~':'-.'<:" _;''''b:'' " _:-;:.- .i".._ ~,.i::' :~._,~._,_.~:~~~~<~~~...:;'.f~':~r_.~' ;,:, :-""'_ ..,' ;_" _~...-
Living Rdbm . Desk TopSm'alT "Porscelln.~
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Glasses
Kitchen Wiridow B.t Side
-( J-tJ,.' c;d .
-'-
Dishes & Mugs
~.
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J 7. /J:/
Revere Ware
~
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;l.i,.d
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Living Rm: Chair Marble Top Tab~e
d~. "'.~i/i
/~7 f--~ I
3dl~d
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Bedroom: Kaddy's bed
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Kaddy's Dresser & Mirror
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Dining Rrn Washstand & Shelf
d.~
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-7'JJ~~
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Dining RID Comer Cabinet
f::, ^-.;-r"
vt \-t~
k ~\~
3,a0
~tD
f' ff~
/0/
Set of Glasses
-(7t?l~
./., . -; ,0 'l-
'.( C-fl..k' I )t:.. Y' p;( .., ~'-t-
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Set of Dishes
;~
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Comer Cabinet
r. I'" JI I
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Part of Chinf 5~ ,t??))
217
REV-1511 EX + (12-99)
COMMONWEAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Katherine S Strohm
FILE NUMBER
21-04-0874
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1.
2.
3.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, Funeral Services
4,035
Carlisle Memorial Service, Inc., Headstone
474
Westminster Cemetery, Footing for Headstone
248
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) Mary Jane Lobato
Social Security Number(s) I EIN Number of Personal Representalive(s)
City Carlisle State PA Zip 17013
Year(s) Commission Paid: 2005
4,502
Attomey Fees
Family Exemption: (If decedent's address is not the same as claimant's. attach explanation)
Claimant N/A
Street Address
City State Zip
Relationship of Claimant to Decedent
4,502
Probate Fees
212
Accountant's Fees
Tax Retum Preparer's Fees
Checks cleared after Date of Death
456
Cumberland Law Journal, Advertising
75
The Sentinel, Advertising
129
Register of Wills, (2) Short Certificate
6
Register of Wills, Filing Fee for PA Inheritance Tax Return
15
Register of Wills, Filing Fee for Final Account
130
TOTAL (Also enter on line 9 Recanitulation) $
(If more space is needed, insert additional sheets of the same size)
14 784
REV-1512 EX+ (12-03) 217
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Katherine S Strohm
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-04-0841
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
DESCRIPTION
Roy D. Gottshall, Appraisal of Personal Property
Com cast, Utilities:Cable
PP&L, Utitilies:Electricity
Sprint, Utilities:T elephone
Peter Merisotis, Rent for October and one-half of November 2004
VALUE AT DATE
OF DEATH
75
13
143
46
600
TOTAL (Also enter on line 10 Recaoitulation) $
(If more space is needed, insert additional sheets of the same size)
877
217
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Katherine S Strohm
FILE NUMBER
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under
Sec. 9116 (a) (1.2)]
Mary Jane Lobato Niece 1/4 of residue of estate
372 W.South Street, Carlisle PA 17013
2 Patricia Ann Frey Niece 1/4 of residue of estate
325 Washington Lane, Carlisle PA 17013
3. Jacqueline Baker Niece 1/4 of residue of estate
1052 Telegraph Road, Rising Sun MD 21911
4. Jean B. Baker Niece 1/4 of residue of estate
3234 Peavine Road, Apt.122, Crossville TN 38558
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 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
21-04-0841
(If more space is needed. insert additional sheets of the same size)
PAGE 2
SCHEDULE "J" CONTINUED
RICHARD S. CROW, DECEASED NEPHEW, HAS (5) CHILDREN WHO ARE TO
SHARE EQUALLY OF REMAINING FUNDS OF THE ORRSTOWN BANK TRUST
AND INVESTMENT SERVICES, ACCOUNT NUMBER 6720614. A CODICIL WAS
PROBATED WITH THE WILL REQUESTING BONNIE KEPNER RECEIVE A
BEQUEST OF $2,000.00.
1. Richard S. Crow, Jr. Grand Nephew 1/5 share $10,674.00
3714 Grandview Dr Apt 196L
Simpsonville NC 29680
2. Stephanie Ann Crow Grand Niece 1/5 share $10,674.00
2160 Greentree Road 210W
Pittsburg P A 15220
3. David Crow Grand Nephew 1/5 share $10,674.00
115 Shippen Drive
Mission Township PA 15108
4. Michael Crow Grand Nephew 1/5 share $10,674.00
18301 Carriage Drive
Morgan Hill CA 95037
5. Robert Crow Grand Nephew 1/5 share $10,674.00
365 Second Street
Jersey City NJ 07302
6. Bonnie Kepner Friend Bequest of $2,000.00
169 Pomfret Street
Carlisle P A 17013
LAST WILL AND TESTAMENT
OF
KATHERINE S. STROHM
I, KATHERINE S. STROHM, widow, of 127 West High Street in the Borough of
Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory find
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 Executors 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 my funeral services be
conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, in
accordance with arrangements which I have made there.
2. I give and bequeath various articles of household furniture, furnishings ay.d personal
belongings to the persons shown on a separate memorandum in my handwriting dated October 24,
200 1 which I have prepared and placed with this my Last Will and Testament.
3. I give and bequeath the remaining funds, if any, which I have invested through the Trust
Department of Orrstown Bank, which funds shall not be deemed to include any bank accounts I
may have at Orrstown Bank, in equal shares to the five (5) children of my deceased nephew,
Richard S. Crow, who are Richard S. Crow, Jr., Stephanie Ann Crow, David Crow, Michael Crow,
and Robert Crow, per stirpes. I further direct that any and all estate and inheritance taxes owed by
reason of the bequests made in this paragraph 3 be paid by the persons receiving said bequests or
from the specific bequests made herein and said taxes shall not be paid from the residue and
remainder of my estate.
4. 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 the
following named four (4) persons who shall survive me by a period of ninety (90) days, their heirs
and assigns, but should any of them fail to so survive me then the amount which such deceased
person would have received shall lapse and be added to the share or shares of the other named
persons: The two (2) daughters of my deceased brother, John C. Sheafer, who are Mary Jane
Lobato and Patricia Ann Frey; and the two daughters of my deceased sister, Regina S. Baker, who
are Jacqueline Baker and Jean B. Baker.
;5. I hereby nominate, constitute and appoint my niece, Mary Jane Lobato, as Executrix of
this my Last Will and Testament, but should she predecease me or fail to qualify or cease serving as
such, then in such event I nominate, constitute and appoint my niece, Mary Jacqueline Baker, as
alternate or successor Executrix, and I further direct that neither of them ~~all be required to post
any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or
in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and
Testament written on one (1) page, this 12th day of August, 2002.
r~h~ ,~/~~ (SEAL)
Katherine S. Strohm-
Signed, sealed, published and declared by KATHERINE S. STROHM, the Testatrix above-
named, as and for her Last ,Will and Testament, in our presence, who, in her presence, at her request,
and in the presence ~f each other, have hereunto subscribed our names as attesting witnesses.
f
~
~
----~-'----
_/ - --' ~_.---------
" .
~
y.. t:\h.t~rt ~
~ :. ~ \ "f. ~ ~. ~ ~... ~ '2 \ t
t- ~.~~. ~ t ~ '& r ~ ,\ \
~. t E ~ ~~' }
~ t t st., ~~; ~ {1~ t
"-I ~ 1, ~ :1-. ~ " ~
.::"... \\ ~ ~ ~ \\ ... ~
~ \1""~ r1 t:--- t
t ~f~\.t~~
\, ~, ~ ~ \ ~
FIRST AND FINAL ACCOUNT OF MARY JANE LOBA TO, EXECUTRIX OF THE LAST
WILL AND TEST AMENT OF KA THERINE S. STROHM, LA TE OF THE BOROUGH OF
CARLISLE" CUMBERLAND COUNTY, PENNSYL VANIA, DECEASED
DA TE OF DEA TH:
LETTERS TESTAMENTARY ADVERTISED:
September. 5, 2004
CUMBERLAND LAW JOURNAL
Sept. 24th, Oct. 1st and 8th 2004
ESTATE FILE NO. 21-04-0841
THE SENTINEL
Sept. 23rd, 30th and Oct. 7th'8004
r-->
=
(:-:::;;>
CJ'
PRINCIPAL RECEIVED
C)
> 1-'"
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Accountant charges herself with the following principal amounts receiYJf: ?:
2004
~D
W
I.D
Sept. 5 M& T Bank, Checking Account #2671040612
$2,983.03
$1,647.08
$10,002.56
$9,510.04
$60.20
Sept. 5 M& T Bank, Savings Account #15004201825013
Sept. 5 M&T Bank, C/D #31003908350140
Sept. 5 M&T Bank, C/D #31003910986488
Sept. 5 Cash from Purse
Sept. 5 Orrstown Bank Trust & Investment Service
Account #67206145
$55,367.51
Sept. 5 Scudder Investments, U.S. Government
Securities A, Account #9399006744
$3,936.70
Sept. 16 Refund, The Hartford Fire Insurance Company
$6,009.00
$148.00
$300.00
Sept. 5 Various personal belonging and furnishings
Sept. 16 Orrstown Bank Trust & Investment Service
Account #9399006744
Sept. 16 M& T Bank, C/D #31003908350140
Sept. 16 M&T Bank, C/D #31003910986488
1
$17.68
$41.51
Sept. 16
Scudder U.S. Government Securities,
Fund A, Dividend
$26.46
2005
Feb. 1
Refund, Donegal Insurance Premium
$43.50
TOTAL PRINCIPAL
$90.093.27
INCOME
2004
Sept. 16 M& T Savings Account #15004201825013 $.11
Sept. 16 M&T, C/D #31003908350140, Interest $2.57
Sept. 16 M& T, C/D #31003910986488, Interest $6.03
Oct. 17 Orrstown Checking Account, Interest $2.38
Oct. 18 Scudder Investments, Dividend $13.23
Nov. 11 Scudder Investments, Dividend $13.23
Nov. 15 Orrstown Checking Account, Interest $2.36
Dec. 3 Scudder Investments, Dividend $13.23
Dec. 15 Orrstown Checking Account, Interest $1.79
2005
Jan. 17 Orrstown Checking Account, Interest $.76
Feb. 1 Scudder Investments, Dividend $15.97
Feb. 15 Orrstown Checking Account, Interest $7.25
March 15 Orrstown Checking Account, Interest $7.47
March 21 Scudder Investments, Dividend $26.46
2
April 8 Scudder Investments, Dividend $13.23
April 17 Orrstown Checking Account, Interest $8.80
April 25 Scudder Investments, Dividend -$13.68
May 15 Orrstown Checking Account, Interest $7.68
June 15 Orrstown Checking Account, Interest $8.69
July 17 Orrstown Checking Account, Interest $8.96
TOTAL INCOME 146.52
GAIN OR LOSS
2005
Jan. 13 Gain, Orrstown Bank Trust & Investment Service, $1,121.83
American Funds, Acct #67206145,
Redeemed January 11, 2005
TOTAL GAIN $1.121.83
DISBURSEMENTS
2004
Sept. 5 Checks cleared after date of death $456.00
Sept. 14 Register of Wills, Letters Testamentary $212.00
Sept. 16 Cumberland Law Journal, Advertising $75.00
Sept. 30 Roy D. Gottshall, Appraisal $75.00
Sept. 30 Hoffman-Roth Funeral Home, Funeral Services $4,034.54
Oct. 1 Corn cast, Cable $13.44
Oct. 26 PPL, Electricity $56.00
3
Oct. 26 Sprint, Telephone $29.29
Nov. 4 PPL, Electricity $87.41
Nov. 9 The Sentinel, Advertising $129.47
Nov. 9 Register of Wills, (1) Short Certificate $3.00
Nov. 10 Peter Merisotis, Rent for October and $600.00
One-Half of November
Dec. 2 Refund, PPL -44.15
2005
Feb. 1 Sprint, Telephone $16.64
March 31 Carlisle Memorial, Inc., Inscription on Headstone $474.00
March 31 West Minster Cemetery, Labor $248.40
April 7 Register of Wills, (1) Short Certificate $4.00
April 7 Register of Wills, Filing Fee for Pennsylvania $15.00
Inheritance Tax Return
April 8 Register of Wills, Additional Probate Fee $85.00
June 21 Borough of Carlisle, Water $28.50
August 8 Register of Wills, Filing Fee for First and $130.00
Final Account
Oct. 12 Robert M. Frey, Reserve for Preparation and $25.00
Filing of 2005 Taxes
Oct. 12 Mary Jane Lobato, Executrix Fee $4,502.00
Oct. 12 Robert M. Frey, Attorney Fee $4.502.00
TOTAL DISBURSEMENTS $15.757.54
4
RECAPITULA TION
TOTAL PRINCIPAL RECEIVED
$90,093.27
TOTAL GAIN FROM REDEEMED FUND
$1,121.83
TOTAL INCOME RECEIVED
$146.52
TOTAL RECEIPTS
$91,361.62
LESS TOTAL DISBURSEMENTS
$15.757.54
BALANCE FOR DISTRIBUTION
$75.604.08
BALANCE FOR DISTRIBUTIONS BEFORE PA YMENTOF
PENNSYL VANIA INHERITANCE TAX IN THE
AMOUNT OF: $10~601.05
5
PROPOSED SCHEDULE OF DISTRIBUTION
TOTAL FOR DISTRIBUTION
LESS SPECIFIC BEQUESTS FOR (5) OF THE CROW FAMIL Y:
ORRSTOWN BANK TRUST ACCOUNT $55,367.63
LESS NET TAXES ON BEQUEST TO
THE CROW FAMIL Y -$ 7,604.87
GAIN ON ORRSTOWN BANK TRUST
ACCOUNT +$ 1.121.83
TOTAL $ 48,884.47
LESS BEQUEST TO BONNIE KEPNER $ 2.000.00
FINAL TOTAL FOR CROW FAMILY
FINAL TOTAL FOR BONNIE KEPNER
TOTAL
TO: Richard Crow, Jr.
3714 Grandview Drive, Apt. 196L
Simpsonville NC 29680
Bequest $9.376.89
TO: Stephanie Ann Crow
2160 Greentree Road 210W
Pittsburgh PA 15220
Bequest $9.376.89
TO:
David Crow
115 Shippen Drive
Coraopolis PA 15108
Bequest
$9.376.89
6
$65.003.03
$ 46,884.47
$2.000.00
$48.884.47
TO: Michael Crow
18301 Carriage Drive
Morgan Hill CA 95037
Bequest $9.376.90
TO: Robert Crow
365 Second Street
Jersey City NJ 07302
Bequest $9.376.90
TOTAL
$46.884.47
$46,884.47
TO: Bonnie Kepner
169 E. Pomfret Street
Carlisle PA 17013
Bequest $2.000.00
TOTAL
$2.000.00
$2,000.00
TOTAL BEQUESTS
$48.884.47
LESS SPECIFIC BEQUESTS OF VARIOUS ITEMS IN THE,
CODICIL TO BE DISTRIBUTED IN KIND:
$6.009.00
TO: JEAN B. BAKER, IN KIND
MARY JANE LOBA TO, IN KIND
JACQUELINE BAKER, IN KIND
CROW FAMIL Y, IN KIND
WARDECKERS FAMIL Y, IN KIND
ANN STUTENROTH, IN KIND
PA TRICIA FREY, IN KIND
PETE MERISOTlS, IN KIND
MARY ELLEN SPANGLER, IN KIND
THE SALVATION ARMY, INC., IN KIND
TOTAL BEQUESTS IN KIND
$6.009.00
TOTAL SPECIFIC BEQUESTS IN KIND
$54.893.47
7
TOTAL DISTRIBUTION OF THE RESIDUE OF THE ESTA TE
TO BE DIVIDED WITH THE (4) NIECES PER PARAGRAPH (4) OF
THE LAST WILL AND TESTAMENT: $13,105.74
LESS PA INHERITANCE TAX FOR THE RESIDUE OF THE ESTA TE
-$2.996.18
TOTAL DISTRIBUTION OF THE RESIDUE OF THE ESTATE:
$10.109.56
TO:
Mary Jane Lobato
372 West South Street
Carlisle PA 17013
25% of residue of estate:
$2.527.39
TO:
Patricia Ann Frey
325 Washington Lane
Carlisle PA 17013
$2.527.39
TO:
Jacqueline Baker
1052 Telegraph Road
Rising Sun MD 21911
$2.527.39
Jean B. Baker
3234 Peavine Road, Apt. 122
Crossville TN 38558 $2.527.39
TOTAL
$10.109.56
$10,109.56
TOTAL DISTRIBUTION OF THE RESIDUE OF THE ESTA TE
$10.109.56
TOTAL DISTRIBUTION
$65.003.03
8
COMMONWEALTHOFPENNSYLVANIA )
):SS.:
COUNTY OF CUMBERLAND. )
Before me, the undersigned officers, personally appeared Mary Jane
Lobato, Executrix of the Last Will and Testament of Katherine S. Strohm,
deceased, who, being duly sworn according to law, deposes and says that the
foregoing First and Final Account is true and correct to the best of her
knowledge, information and belief.
~~
Mary Lobato
Sworn to and subscribed before
me this 1'~ day of August, 2005
~
NOTARIAL SEAL
ROBERT G. FREY, NOTARY PUBLIC '
BOROUGH OF CARLISLE. CUMBERLAND CO.. PA
MY COMMISSION EXPIRES JUNE '0, 2006
9
COMMONWEALTH OF PENNSYLVANIA )
):SS.:
COUNTY OF CUMBERLAND )
Before me, the undersigned officers, personally appeared Mary Jane
Lobato, Executrix of the Last Will and Testament of Katherine S. Strohm,
deceased, who, being duly sworn according to law, deposes and says that the
foregoing First and Final Account is true and correct to the best of her
knowledge, information and belief.
~~
Mary J obato
Sworn to ~d subscribed before
me this II 1- day of August, 2005
j/~--1. ~.
NOTARIAL SEAL
ROBERT G FREY. NOTARY PUBLIC
BOROUGH OF CARLISLE. CUMBERLAND CO., PA
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BUREAU OF INDIVIDUAL mts:,::"
INHERITANCE TAX DIYISION ''-"./'-'' c}
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
J:NHERJ:TANCE TAX
D CFF,CE if STATEMENT OF ACCOUNT
-\ ,r' ...,.
*'
REV-1607 EX AFP (03-05)
l'-
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-18-2005
STROHM
09-05-2004
21 04-0841
CUMBERLAND
101
A.aunt R_itted
KATHERINE S
2005,',UG I Z p;~ I: 05
OF::-
ROBERT M F/tEV
FREY & TILEV
5 S HANOVER ST
CARLISLE PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, sub.it the upper portion of this form with your tax pay.ant.
CUT ALONG THIS LINE
--. RETAIN LOWER PORTION FOR YOUR RECORDS
-
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
~~~ INHERITANCE TAX STATEMENT OF ACCOUNT KKK
ESTATE OF STROHM KATHERINE S FILE NO. 21 04-0841 ACN 101 DATE 07-18-2005
THIS STATEMENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN BELON
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 DR RECORD ADJUSTMENT: 07-05-2005
PRINCIPAL TAX DUE: 11,159.00
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-02-2004 ~ CD004686 557.95 10,695.00
07-05-2005 REFUND .00 93.95-
TOTAL TAX CREDIT 11,159.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION DF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICRl,
YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: KATHERINE S. STROHM
Date of Death: September 5, 2004
Will No.
Admin. No. 21-04-0841
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 ( )
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
(a) Did the personal representative file a final account with the Court?
Yes ( X) 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 (x) No ( )
(d) Copies of receipts, releases, joinders and approvals of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
Date: December 29, 2005
lItO -' - he. ~
y '-i ~ v .I'c'-{
Signature
'>J
Robert M. Frey
Name (Please type or print)
5 South Hanover Street
Carlisle. Pa 17013
Address
-.~:")
',. " ~,
(717) 243-5838
Telephone No.
Capacity: ( ) Personal Representative
( X ) Counsel for personal representative
~t