HomeMy WebLinkAbout04-1170Estate of Louise M. Swift
abo known ax
' , Deceaxed.
Social Security No. ~ o I - 26 - 00 28
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut or
in the last wilt of the above decedent, dated January 23,
and codicil(s) dated
PETITION FOR PROBATE and GRANT OF LETTERS
No. t-
To:
Register of ~WLlls, for the
Cotmty of cumberland
Commonwealth of Permsylvania
in the
named
, 19. 89
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h_.~.~t3.~slast family or principal residence at Countrv Meadows Ret-~
outh Soorting Hill R~a~, M~h=_nicsb,_,r~,~a i~05o
(list street, number and muncipality)
Decendent, then 98 years of age, died December 4, ,~g_ 2004,
at Country Meadow~q ~r~ent Hcmc, 355 S. S~or~n~. ~ ~ 11 ~_., Mechanicsburg,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted PA
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 50,000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ ] OO, 000.00
situated as follows:
WHEREFORE, petitioner(s) respectfully reque, st(s) the probate of the Iast will and codicil(s)
presented herewith and the grant of letters 'l'esEamentar¥
(testamentary,; administration c.t.a.; administration d.b.mc.t.a.)
theron.
Harold V. Swift
104 E. Marble Street
Mechanicsburg, PA 17055
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '1
COUNTY OF CUMBERLAND ~ SS
The petitioner(s) above-named swear(s) or afl'mn(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and~truly admlni~ter ~he estate according to law.
ke~fore me this /..~cO day of { ~'
Estate of Louise M. Swift
,Deceased
DECREE OF pROBATE AND GRANT OF LETTERS
~)x2 0 0 4, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS D£CR~ED that the instrument(s) dated January 23 ~ 1989
described therein be admitted to probate and f'fied of record as the last will 0f
Louise M. Swift ~
~mentar_~y__
we hereby granted to Harold V. Swift
FEES
Probate, Letters, Etc ..........
Short Certificates( ) ..........
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A'FtORNE~t (Sup. Ct. I.D, No,) ~18067
~13.Fron~ St.. P.Q. ~0~58
ox/lng Nprlngs, Fa
ADDRESS
717-2'58-6844
PHON~
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF SUBSCRIBING WITNESS
~;- 04-/~-?Q
Anthony L. DeLuca, Esquire
~ a subscribing witness to the will presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that he weis
Louise M. Swift present and saw
the testat r ix , sign the same and that he
signed as a witness at the
request of testat rix in her presence and (in the presence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed 9nd subscribed before
me this r~~cl
day of
December, ~gx 2004
~'~ - ~ . ~ ' R~e~i~ter
(Address) .
(Address)
I~ISTER OF WILLS OF CUMBERLAND COUNTY
'~ oo OATH OF NON-SUBSCRIBING WITNESS
~d V. Swift
testat rix
that he
~}~.a subsCe~iber hereto, ~ being duly qualified according to law, depose(s) and say(s) that
familiar with the signature of Louise M. Swift
of (o~tO{x~xl:lmxsnt~e~lzi~Srx.~ilm~l~l~sxXqt the will presented herewith and
believes the signature on the will is in the handwriting of
Louise M. Swift
to the best of his knowledge and belief.
Sworn to or affirmed and subscribed before
me this __ C:~c~.~4 day of
December ~ 2004
(Address)
(Name)
(Address)
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
l.ocal RegLstrar. The original certificate will be forwarded to the State Vital Records Office for permanenl filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 10813262
No.
Date
Hampden
~cember 4, 2004
COMMONWEALTH OF P E N NSYt~V~,lqlA * DEPARTMENT OF HEALTH · VITAL RECORDS ~ ~
CERTIFICATE Off DEAT~
Louise M Swift Female 107- 26 - 0028
~' Marie Nagel
' ~. ] u~ ~ast MarBle ~treet Mechanicsburg, Pa. 17055
LAST WILL AND TESTAMENT
OF
LOUISE M. SWIFT
I, LOUISE M. SWIFT, a resident of 18 W. Green Stree~.~.,~_~ c~
Shiremanstown, Cumberland County, Pennsylvania being of ~ ~
mind, memory and understanding, do hereby make, publish ~ ~.
declare this to be my Last Will and Testament, hereby revoking a~l
Wills and Codicils heretofore made by me.
ITEM~i: I direct that all my just debts, the expenses of my
last illness and funeral expenses be paid as soon after my decease
as the same can conveniently be done.
ITEM~2: I direct that there shall be paid out of my
residuary estate all estate, inheritance and like taxes together
with any interest or penalty thereon imposed by the government of
the United States, or any state or territory thereof, or by any
foreign government or political subdivision thereof, in respect to
all property required to be included in my gross estate for
estate, inheritance or like tax purposes by any of such govern-
ments, whether the property passes under this Will or otherwise,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
cz~ C)
LAST WILL AND TESTAMENT
OF
LOUISE M. SWIFT
ITEM 3: I give, devise and bequeath all of the rest,
residue and remainder of my estate, real, personal and mixed, of
whatsoever kind and nature, and wheresoever situate at the time of
my death, unto my husband,
that he survives me and is
of my death.
HAROLD K. SWIFT, provided, however,
living sixty (60) days after the date
ITEM.4: If and in the event that my husband, Harold K.
Swift, does not survive me and is not living sixty (60) days after
the date of my death, then and in such event, I give, devise and
bequeath all of the rest, residue and remainder of my estate,
real, personal and mixed, of whatsoever kind and nature, and
wheresoever situate at the time of my death, unto my son, HAROLD
V. SWIFT, provided however, that he survives me and is living
sixty (60 days after the date of my death.
ITEM 5: If and in the event that my son, Harold V. Swift,
does not survive me and is not living sixty (60) days after the
date of my death, then and in such event, I give, devise and
bequeath all of the rest, residue, and remainder of my estate,
real, personal and mixed, of whatsoever kind and nature and
wheresoever situate at the time of my death, in equal shares, unto
the issue of my deceased son,
Phyllis J. Swift, per stirpes.
Harold V. Swift, and his wife,
· Swif~ /'
--2--
LAST WILL AND TESTAMENT
OF
LOUISE M. SWIFT
ITEM 6: I hereby nominate, constitute and appoint my
husband, Harold K. Swift, Executor of this my Last Will and
Testament, with full power to do any and all things necessary for
the complete administration of my estate, and direct that no bond
or other surety is required of him in this or any other
jurisdiction for his performance of this office.
If and in the event that my husband, Harold K. Swift, does
not survive me and is not living sixty (60) days after the date of
my death, or does not complete his duties as Executor, then and in
such event, I hereby nominate, constitute and appoint my son,
Harold V. Swift, Executor of this my Last Will and Testament, with
full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
surety is required of him in this or any other jurisdiction for
his performance of this office.
ITEM 7: If any provision of this Will
hereto is held to be inoperative, invalid or
or of any Codicil
illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
-3-
L'ou~se M. Swift
LAST WILL AND TESTAMENT
OF
LOUISE M. SWIFT
IN WITNESS WHEREOF, I, LOUISE M. SWIFT, the Testatrix, have
to this my Last Will and Testament, typewritten on four (4)
consecutively numbered pages, subscribed my name and affixed my
seal th~s ~day of January, 1989.
Signed, sealed, published and declared by the above named Louise
M. Swift, as and for her Last Will and Testament, in the presence
of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and of
each other.
../~ ~ ~~~ '~~~.re siding
-4-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Louise M. Swift
Date of Death: December 4.2004
Will No. 2004-01170
Admin. No.
To the Register:
I certify that notice of (beneficial interest) Estate administration required by Rule
5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of
the above-captioned estate on February 22. 2005
Name
Address
Harold V. Swift
104 East Marble Street. Mechanicsburg. P A 17055
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) All have
received notice.
Date1-~A ~~1 ,('00,
~
Signature ~
Name Ant~s uire ~
Address 113 Front Street. P.O. Box 358
Boiling Springs. Pennsvlvania 17007
Telephone (717) 258-6844
Capacity: _ Personal Representative
~ Counsel for Personal
Representative
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,
EV-1500 EX {6-DOI
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
OFFICIAL USE
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FILE NUMBER6
iLL-_'i
COUNTY CODE YEAR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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NUMBER
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DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Swift Louise M
SOCIAL SECURITY NUMBER
DATE OF DEATH (MM-DD-YEAR)
December 4, 2004
DATE OF BIRTH (MM-DD-YEAR)
January 7, 1906
107- 26 - 002
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[X] 1. Original Return
o 4. Limited Estate
IX] 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy o!Trust)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
J2. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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NAME A th
n any L. DeLuca, Esquire
FIRM NAME (If Applicable)
COMPLETE MAILING ADDRESS
P.O. Box 358
113 Front street
Boiling Springs, PA 17007
TELEPHONE NUMBER
717-258-6844
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
(1) $138,000 00
(2) 47,538.20
(3) 0
(4) -0-
(5) -0-
(6) 39,053.50
(7) -0-
G
3. Closely Held Corporation, Partnership or Sole-Proprietorship
: 11
C.,. j:
.'-;-'1
4. Mortgages & Notes Receivable (Schedule D)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
'-j
(8) $ 2 2 4 , 591 . 70
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
14,270.47
1,709.80
(11) 15.980.27
(12) 208,611.43
(13) -0-
(14) 208,611.43
13. Charitable and Governmental Bequests/See 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable at the spousal tax -O-
rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15)
16. Amount of Line 14 taxable at lineal rate $208,611.43 x .0 45 (16) 9.387.51
x .12 (17) -0-
17. Amount of Line 14 taxable at sibling rate
-0-
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19) 9,387.51
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Decedent's Complete Address:
STREET ADDRESS
STATE
CITY
Countr Meadows Retirem
355 South Sporting Hill
Mechanicsburg
PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
-0-
-0-
469.:J7
Total Credits ( A + B + C ) (2)
469.37
(3) -0-
(4)
(5) 8,918.14
(5A) -0-
(5B) 8,918.14
3. InteresUPenalty if applicable
D. Interest
E. Penalty
-0-
-0-
TotallnteresUPenalty ( D + E )
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
Q,1R7 51
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;.......................................................................................... D
b. retain the right to designate who shall use the property transferred or its income; ............................................ D
c. retain a reversionary interest; or.......................................................................................................................... D
d. receive the promise for life of either payments, benefits or care? ...................................................................... D
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. D
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ D
No
B
D(
ex
ex
ex
ex
ex
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements. and to the best of my knowledge and belief, it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
~
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DATE Y
. ,:) -~3 -0 s:-
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. S9116 (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. 39116 (a) (1.1) (ii)
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. s9116(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. S9116(1.2) [72 P.S. s9116(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. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as al
individual who has at least one parent in common with the decedent, whether by blood or adoption.
REV-1502 EX + (12-85)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Louise M. Swift
(Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value
which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled
to buy or sell, both having reasonable knowledge of the relevant facts.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Residence at 18 W. GreenStreet, Shirernanstown, Pa.
See attached appraisal.
$138,000.00
,~ .
TOTAL (Also enter on line 1, Recapitulation)
flf ","r.. <n,.,,.,, ;< npPrlprl. inserl additional sheets of same size.)
5138,000.00
REV.1503 EX + ('.86)
ESTATE OF
.
SCHEDULE B
STOCKS AND BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
Louise M. Swift
ITEM
NUMBER
(All property fointly-owned with Right of Survivorship must be disclosed on 5cheduro F.)
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
$12,501.76
2.
128 shares common stock IBM Corporation at $97.67
per share
728 shares common stock of Bank of , New York at $33.04
per share
24,053.12
1,162.90
9,820.42
~
3.
4.
29 shares common stock of Met Life at $40.10 per share
529 shares of Vanguard Star Fund at $18.67 per share
TOTAL (Also enter on line 2, Recapitulation)
. f,'!I!___' .L__"'- _1...__.... r:...'
547,538.20
REV.1507 EX+ (7-88)
w
SCHEDULE D
MORTGAGES AND NOTES
RECEIVABLE
Please Print or Type
I FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Louise M. Swift
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F.)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
NONE
TOTAL (Also enter on line 4, Recapitulation) $- 0-
(If more space is needed, insert additional sheets of same size.)
REV.150S EX + 12.S7)
'*
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Louise M. Swift
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
1 .
NONE
-0-
TOTAL (Also enter on line 5, Recapitulation) S
-0-
(Attach additional 8!/," X 11" sheets if more space is needed.)
U~l~09 ex... (I~.aal ..
COMMONWEAlJH OF PENNSYLVANIA
INHERITANCUAX RETURN
RESIOENT OEceOENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE Of
Louise M. Swift
I FILE NUM~ER
Joint tenont($):
NAME
A. Harold V. Swift
ADDRESS
RelATIONSHIP TO DECEDENT
104 East Marble Street
Mechanicsburg, PA 17055
6.
c.
Son
Jointly-owned property:
ITEM
NUMBER!
I
1. I J
i
DESCRIPTION OF PROPERTY
DECO'S DOLLAR V Al.UE OF
% INT. DECEDENT'S INTEREST
LETTER
FOR
JOINT
TENANT
I DATE
MADE
I JOINT
i9/28/8i
! [
I
I TOTAL VALUE
j OF ASSeT
I
Checking Account $113 359 00
# 6100715868, at Citizens ' .
Bank Mechanicsburg, PA
2. J
. ,
: i
~/15/0~ Money Market Account
#6200264043 at Citizens
Bank Mechanicsburg, PA
64,748.00
.... .,...,
50% $6,679.50
; 50% :32,374.00
I
I
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I
I
I
I
!
;
I
I
I
I
!
I
I
I
I
I
I
TOTAL (Also enter on line 6, Recapitulation)
$39.053.50
(If more space is needed insert additional sheets of same si~e)
REV.1511 EX + (7.881
ESTATE OF
ITEM
NUMBER
A.
B.
C.
*
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
'OMMONweA~T1>\ OF P~NN$Y~VAN!A
INHE~ITANC~ TAX R~TYRN
RESIl)~N'I' Im~'Q~NT
Please Print or Type
FILE NUMBER
Louise M. Swift
DESCRIPTION
1.
Funeral Expenses:
Myers Funeral Horne, Inc.
37 East Main Street
Mechanicsburg, PA 17055
Administrative Costs:
1.
Personal Representative Commissions
Social Security Number of Personal Representative:
Year Commissions paid
2.
Attorney Fees Anthony L. DeLuca, Esquire
3.
Family Exemption
Claimant
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Relationship
4.
Probate Fees
Miscellaneous Expenses:
1.
Legal Advertising- Olmberland Law Journal
2
- ,
Legal Advertising- ~e Sentinel
3.
Filing Fees for Inh~itance Tax and Inventory
Cental Penn Apprais~, Inc.
Reverend Michael SeLfried - Minister
C. Yocum - Organist
4.
5.
6.
7.
Royers Flowers - Fun~al
8.
Miscellaneous Expense for funeral
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of same size.)
AMOUNT
$10,094.00
3,000.00
272.00
75.00
144.29
30.00
275.00
200.00
75.00
60.83
44.35
$ 14,270.47
EV.1512 EX+ ('''I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT' DECEDENT
ESTATE OF
Louise M. Swift
SCHEDULE "I"
DEBTS OF DECEDENT,
MORTGAGES, AND LIENS
FILE NUMBER
ITEM
NUMBER DESCRIPTION
AMOUNT
1. West Shore EMS-BLS-Ambulcnce
$134.80
2. Visiting Angels Living A$isted Serives
1,575.00
TOTAL (Also enter on line 10, Recapitulation)
$1 .70q Rn
REV.1513 EX+ (2.87)
*'
COMMONWEALTH OF P~NNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FILE NUMBER
Louise M. Swift
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR
NUMBER SHARE OF ESTATE
A. Taxable Bequests:
1. Harold v. Swift Son 100%
104 East Marble Street
Mechanicsburg, PA 17093
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and.Governmental Bequests:
1. NONE
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation)
s -0-
(If more space is ne.ded, insert additional she.ts of sam. size)
LAST WILL AND TESTAMENT
OF
LOUISE M. SWIFT
Shiremanstown, Cumberland County, pennsylvania being of sound
I, LOUISE M. SWIFT, a resident of 18 W. Green Street,
declare this to be my Last Will and Testament, hereby revoking all
Wills and Codicils heretofore made by me.
last illness and funeral expenses be paid as soon after my decease
ITEM1~
I direct that all my just debts, the expenses of my
as the same can conveniently be done.
ITEM.2; I direct that there shall be paid out of my
residuary estate all estate, inheritance and like taxes together
with any interest or penalty thereon imposed by the government of
the United States, or any state or territory thereof, or by any
foreign government or political subdivision thereof, in respect to
all propE7.ft...
.'..... . ..":~ii'~~-"
ments, whether the property passes under this Will or otherwise,
excluding, however, any property over which I have a taxable power
of appointment, provided, however, that no residuary beneficiary
shall by reason of this provision be denied the benefit of any
deduction, credit, favorable rate of tax or other benefit which by
law enures to such beneficiary.
.~~.h,Li:,L
Lou~se M. Swift" I
-1-
LAST WILL AND TESTAMENT
OF
LOUISE M. SWIFT
ITEM.3:
.
I give, devise and bequeath all of the rest,
residue and remainder of my estate, real,
my death, unto my husband, HAROLD K. SWIFT, provided, however,
that he survives me and is living sixty (60) days after the date
of my death.
ITEM.4:
If and in the event that my husband, Harold K.
Swift, dbes not survive me and is not living sixty (60) days after
the date of my death, then and in such event, I give, devise and
bequeath all of the rest, residue and remainder of my estate,
real, personal and mixed, of whatsoever kind and nature, and
wheresoever situate at the time of my death, unto my son, HAROLD
V. SWIFT, pro~ided however, that he survives me and is living
ll!
does not survive me and is not living sixty (60) days after the
date of my death, then and in such event, I give, devise and
bequeath all of the rest, residue, and remainder of my estate,
real, personal and mixed, of whatsoever kind and nature and
wheresoever situate at the time of my death, in equal shares, unto
the issue of my deceased son, Harold V. Swift, and his wife,
Phyllis J. Swift, per stirpes.
~ ~.
_~~..'b,'. /.U
Lo lse M. Swift:
-2-
OF
LOUISE M. SWIFT
ITEM.6: I hereby nominate, constitute and appoint my
husband, Harold K. Swift, Executor of this my Last will and
tti.ec"()trtpiE!t~ administration of my estate, and direct that no bond
or other surety is required of him in this or any other
jurisdiction for his performance of this office.
If and in the event that my husband, Harold K. Swift, does
not survive me and is not living sixty (60) days after the date of
my death, or does not complete his duties as Executor, then and in
such event, I hereby nominate, constitute and appoint my son,
Harold V. Swift, Executor of this my Last Will and Testament, with
full power to do any and all things necessary for the complete
administration of my estate, and direct that no bond or other
ITEM.7:
If any provision of this will or of any Codicil
hereto is held to be inoperative, invalid or illegal, it is my
intention that all the remaining provisions thereof shall continue
to be fully operative and effective, so far as is possible and
reasonable.
~~~.~...L/+
Lou se M. Swift ~ ~
-3-
1-
'I
LOUISE M. SWIFT
IN WITNESS WHEREOF, I, LOUISE M. SWIFT, the Testatrix, have
to this my Last Will and
~~.
i'~~'SEAL)
...-
Signed, sealed, published and declared by the above named Louise
M. Swift, as and for her Last Will and Testament, in the presence
of us, who have hereunto subscribed our names at her request, as
witnesses hereto, in the presence of the said Testatrix, and of
each other.
residing at
~. ~' a
.' ~7'~. I~r/' -',
'$tid-h~. h /vJC0
residing at
'~,t.;~,?
-4-
!File No. WGREENST181 Paoe #11
FROM:
Bonnie Myers, Office Manager
Central Penn Appraisals, Inc
24 West Main Street
Shlremanstown, PA 17011
TetephoneNumber: 717-737-4600
Fex Number: 717-737-9123
INVOICE
1-4-05
WGREENST18
TO:
HAROLD & PHYLLIS SWIFT
104 E MARBLE STREET
MECHANICSBURG, PA 17055
Internal Order #:
Lender Cue #:
Client File #:
Main File # on lorm: WGREENST18
Other File # on lorm:
Telephone Number:
Alternate Number:
Fex Number:
E-Mail:
Federal Tex 10:
Employer JO:
25-1733269
DRIVE-BY WITH INTERIOR INSPECTION REPORT -FORM 2055
I' ". ~ ~, ~ ~,~' 'N ~~ .~, , . J'-,n ...,~" -"" ....I~'-'. \~ ~ "" . ,. -~ ~"" 7'~~'" ~.. -r1 > V". ,~" '}: ~ ~'
11~:.:J..~cr:J~~'~'~i"\"'..J '"1'~..~~J.,,/;tlr~ f.,.L<.,,, {;"~>""~',f::,~{ .iJ" -.r:li,'el""'1,1'I.j,.)ti1~\~'t>~J~{iI:': .),~~:'_,."~....'J-tf,,,,~ +~~.w: ;)'~;>-"', .o,' t f ,~~,~
~~~i!"..,l~~:\fl,r;:" :. '~~f~:~ ~.':. "E:~ ,',: :~i~::':~fi~~~' 2;f~L~J.:,,' :~~:~<.~;~~l~{~;}2.,' ~~~'~_o~."'; ""~, ~,,_L ._:_~.~ ~:.
Lender: PRIVATE
Purchaeer/Borrower: N/A
Property Addreaa: 18 W GREEN STREET
City: SHIREMANSTOWN
County: CUMBERLAND
Legal DeacrlpUon: DEED BOOK 00322 PAGE 00435
Client: PRIVATE
State: PA
Zip: 17011
~~l~;~--;~~~::-":.'~::2:~tEli~r&J.;(.;:~fi~~:r~'~~i:.:i"~A~~L .,__~:__:'.~~~~~~~J
18 W GREEN STREET, SHIREMANSTOWN
275.00
SUBTOTAL
275.00
ll~),:\{t~-::rf-;t:< ; \~, j~',' ,'~h~/i: "I "~:-';"1'.:",<~~, ~""i ,:,~ :;';-" '~,~~"~:(~v~~::i:,;: (\,'"',,, '" ~ I .". . (l:<c~l~;<~ . ~:;'
, I \'IIII."lt lllf..l I,,' ~ "' l' .l. '~"','f" ,I' "., ,..~~:l n, ~ ~,.' I",<~,~ .f,"~~,?~r'''''''' \,..:: ~" i,j ,.. Ir~I~Uj.J lat.] ~."
.."!.";.;1..,,,,,_~ ~dili....j.~..L:.:.~u~~.:.r:~..:~~':.:"".t~~:...~~,;<~iiiD.~~~1'1i:!t1i.t..;~~t;.,-"," \';/{"",;~ ~ t, .,.If" j",,~ 1-.,.' '. ~' , < ~. ,~
~.
.. c lRIe~o: WGR~18rpaoe #21
~
SUMMARY OF SALIENT FEATURES
Subject Address 18 W GREEN STREET
legal Description DEED BOOK 0032Z PAGE 00435
City SHIREMANSTOWN
County CUMBERLAND
-
State PA
Zip Code 17011
Census Tract 0112.00
Map Reference ADCPAGE 19G-5
Sale Price $ N/A
Date of Sale N/A
Borrower I Client N/A
lender PRIVATE
Size (Square Feet) 936
Price per Square Foot $
location AVERAGE
Age 54 YEARS
Condition AVERAGE
Total Rooms 6
Bedlooms 3
Baths 1
Appraiser ROBERT K. BANZHOFF
Date of Appraised Value 12-27-04
Rnal Estimate of Value $ 138.000
Form SSD - 'TOTAL for Windows' appraisal software by a la mode, inc. -1-800-AlAMODE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-961
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SWIFT HAROLD V
104 E MARBLE STREET
MECHANICSBURG, PA 17055
nn_n_ fold
ESTATE INFORMATION: SSN: 107 -26-0028
FILE NUMBER: 2104-1170
DECEDENT NAME: SWIFT LOUISE M
DA TE OF PAYMENT: 03/01/2005
POSTMARK DATE: 03/01/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 12/04/2004
NO. CD 005006
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,918.14
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$8,918.14
REMARKS:
CHECK#107
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
IIOn:CE OF INHERITANCE TAX
('~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
;; OF DEDUCn:DNS AND ASSESSMENT DF TAX
BUREAU OF INDIVIDUAL 'VIlIES[:= C:
INHERITANCE TAX DIVISION J _'oj
PD BDX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-09-2005
SWIFT
12-04-2004
21 04-1170
CUMBERLAND
101
ZiJJ5HAY 16 Pi 2: 44
CLERK 0
ANTHONY LC~~~.'tJ;l, '~~J'
113 FRONT We_- ""- f I'
PO BOX 358
BOILING SPRGS PA 7007
AlIOUnt R..itted
'*
REY-1547 EX AFP (03-05)
LOUISE
M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS ...
Al"-"M.r:,."ft.m.m~'.m .!II!'.!WIMI'rt'lM!l!'.mr."WA"TftMMt'~.'X't:['WlM!r.~Jt'.............. ...
DIS LLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWIFT LOUISE M FILE NO. 21 04-1170 ACN 101 DATE 05-09-2005
TAX ETURN liAS: I X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUT RE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN SED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. stocks ~ Bonds ( . B)
3. Closely Held stoek/P.~t rshlp Interest (Schedule C)
4. Mortgages/Notes Ree.!v . (Schedule DJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule El
6. Jointly lhmBd Property I edul. FJ
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND E EMPTIONS:
9. Funeral Expens.s/A~. C stslHisc. Expenses (Schedule H)
10. Debts/Kortg8g8 Llablllt .s/Llons ISchedul. 11
11. Tot.l Deductions
12. Net Value of Tax R.t rn
13. Charit8bl./Gov.r~n al Bequests; Non-elecied 9113 Trusts
14. Nei Value of Estate ubjact to Tax
I 1 CHANGED
III
121
131
I'll
151
161
171
138.000.00
47.538.20
.00
.00
.00
39,053.50
.00
IBl
NOTE: To insure prop....
credit to your account,
subttJ t ihe UPP." portion
of this for. with your
tax p~t.
224,591. 70
lli.QRO ?7
208,611.43
.00
208,611.43
19 will
I~ an asses..ent as issued previously. lines 14. 15 and/or 16. 17. 18 and
re~lect ~igures t at include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. _t of Line 14 .t
16. ~ount of Line 14 tax
17. Amount of Lina 14 at S
18. Amount of Line 14 tax
19. Principal Tax Du.
D T .
NOTE:
sal ....te
a at Lineal/Class A rat.
U"" rete
le at Co11ataral/Class Brat.
DATE
03-01-2005
IU1BER
CD00500
INTEREST/PEN PAID 1-1
469.38
~
191
1101
14,270.47
00 =
045 =
12 =
15 =
1191=
.00
9,387.51
.00
.00
9,387.51
9,387.52
.01CR
.00
.01CR
. IF PAID AFTER DATE INDICATE , SEE REVERSE
FOR CALCULATION OF ADDITI L INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR1, YDU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.l
1.709.80
llll
1121
1131
1141
I Schedul. .J)
liSl
1161
117l
llBl
.00 X
208,611.43 X
.00 X
.00 X
AHOllNT PAID
8,918.14
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
55:
Harold V. Swift
'ceing duly sworn
Executor
according to law, deposes and says that he i s the
of the Estate of Louise M. Swift
late of _HaIItI;lden...-Township---- I Cumberland County, Pa., deceased and that the
within is an inventory made by him -, the said Executor
of the entire estate of said decedent, consisting of all the personal prop~rty and real estate, except real estate outside
'he Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn
and subscribed before me,
. r \ f
. (1.'-"-.)'-) ''J .
~~; .f.-.A
. .,J
/
Executor. Administrator
\..
f9X 2005
104 E. Marble Street
NOTARIAL SEAL
MMJORIE A De
Notary PublIc
IOUItMDDLE1ON~COlHV
_ CorM*IIOn ExplIetMY~.L ,
anicsburg, PA 17055
Address
4th
2004
Date of Death
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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tnventory of the real and personal estate of
Louise M. Swift
deceased
1 .
2.
Residence at 18 West Green Street, Shiremanstown, PA
128 shares Cornman stock of IBM Corporation at $97.67
per share.
728 shares cornman stock of Bank of New York at $33.04
per share.
29 shares cornman stock of Met Life at $40.10 per share.
526 shares of Vanguard Star Mutual Fund at $18.67 per share.
1/2 of joint checking account and Money Market account
at Citizens Bank, Mechanicsburg, PA.
3.
4.
5.
6.
~:,~,...~...'..."';.,,<. . .,..:.....'~
;
~
i
~
f
i"J~"
r.- 'j '<" ~Ir~
~~.\J.' ~~';j-; "r 'Jt(",7i/-,"{'.:-.At" ~K'''4
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~;~...."............~~..~
M
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~:'-,J
;;~~ "(."-\
C:~::l
c;-..J
$ 38,000. 0
12,501. 6
24,053.12
1,162.0
9,820. 2
139,053.0
$ 24,591. 0
'.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/30/2006
DELUCA ANTHONY L
113 FRONT STREET
PO BOX 358
BOILING SPRINGS, PA 17007
RE: Estate of SWIFT LOUISE M
File Number: 2004-01170
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/04/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~J~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/30/2006
SWIFT HAROLD V
104 E MARBLE STREET
MECHANICSBURG, PA 17055
RE: Estate of SWIFT LOUISE M
File Number: 2004-01170
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/04/2006
please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~!7tr~>~
Gl~nda Farner Strasbaugn
Clerk of the Orphans' Court
cc: File
Counsel
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Pa. D.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYL VANIA
Name of Decedent: Louise M. Swift
Date of Death: December 4, 2004
2004-01170
File Number:
Pursuant to Pa. O.c. Rule 6.12, 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 0 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? . . . . . " 0 Yes Kl 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? ............................... g) Yes 0 No
Date
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.
~~.r- ,~ ,( "oG S<~~): ,.<t'~",-
..::r
cry
Capacity: 0 Personal Representative ~ Counsel
Anthony L. DeLuca, Esquire
Name of Person Filing this Form
113 Front st., P.O. Box 358
Address
Boiling Springs, PA 17007
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(717) 258-6844
Telephone
Form RW-10 rev. 10.13.06
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