HomeMy WebLinkAbout04-1181PETITION FOR PROBATE & GRANT OF LETTERS
Estate of PHYLLIS H. HAGUE
also known as
Social Security No. 015-05-9341
,deceased.
NO. 21-04- I [ ~ ]
TO: Register of Wi/Is for the
County of Cumber/and
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who is/are 18 years of age or older and the Executor/rix named in the Last Will of the
above decedent dated February 28, 1995 , and codicils dated none . The Executor
named __ died . Renunciations for none . attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or
principal residence at Messiah Villaqe, 100 Mt. Allen Drive, Mechanicsburq, Pennsylvania
Decedent, then 85 years of age, died December 4 ,2004, at Messiah
Villaqe
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: N/A
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 PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$170,000.00
$.
. ......-%WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
/l?erewiJ,t,th and the grant of letters testamentary thereon.
SignaJ~afe(s) and Residence~ of Petitioner(s):
ho'bert L. Stout - ' c'~ ~=~
100 Mooreland Avenue
Carlisle, PA 17013
~0
OATH OF PERSONAL REPRESENTATIV -=
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS
The Petitioner(s) above named swear(s) or affirm(.,.s,)-'~ the statements in the foregoing petition are
true and correct to the best of the knowledge and belief,~f Peti~ner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly admi~1,~...~es~e ~.~di~j~~
Sworn to or affirm.e~.~,_nd subscribed ./....~r ~ ,,,--~, ~ ~
._.befor,e me this ~-~-t~ day of R~)b~rt-L. Stout ~ -
~[~.v~.~C ,2004~. ~ ~/ 100 Mooreland Avenue
JU,'/) ] ?~ ~'~-~-"---~ // Carlisle, PA 17013
certify liml l!]c infornmtion here given is correcdy coiffed from an original certificate of death duly filed with me as
t'{C~iS;tl',~ll', rFhc oriMinM certificate will bo forwarded to tile Stale Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fcc for dfis certificale, $2.00
No.
" Phvllis H. l~clue 'Fmna]~ L 0.t,'~ -- 05-- 9341 , Dec~' ' ' ,
ACiEILa~BinI~I~y) UNDEFIIyr~A~[' [ U~RID.a~ o.~rEO~mRTH BI~I-IPL~CI:C [ ~ I "' [' ~ 4. 2~
~CEOE~'S ~UAL~""'~'' ''
Messi~ Village I~ 17.~ Pa -~,~ Un~r Allen
.[~ Mt. Allen ~. ,Mec~lcsbura[~,
~u ~
I
I,,..-~' ~' 2~ b,.. Letort C~te~ ,,.. ~rlisle, Pa 17013
LAST }FILL AND TESTAMENT
I, PHYLLIS 1t. HAGUE, of Cumberland County, Pennsylvania, mindful of the brevity of
this life, and having placed my faith and confidence in Jesus Christ, my Savior and Lord, who
redeemed my soul though His shed blood and death on Calvary's Cross for my sins, and who has
assured me of eternal life, I' do hereby declare this to be my Will and hereby revoke all prior Wills
and Codicils made by me.
ONE: I bequeath all of my furniture, furnishings, clothing, jewelry, objects of art and
decoration, and the like, and any motor vehicles which I own, together with the insurance
thereon, pursuant to a list I have made with I call instructions to my Executor. If, however, my
list does not exist, then I bequeath all said property thereon, to those of my children who survive
me, as well as a share to the grandchildren of any deceased child, which at this time are the
children of Susan Taylor. My Executor(s) shall make the division, and may sell any items passing
hereunder and distribute the proceeds of the personal property equally to each child as well as one
share to be divided equally of the children of Susan Taylor.
TWO: I give, devise and bequeath, and appoint all the rest of my property of whatever
nature and wherever situate to the following:
ao
To my daughter, CYNTHIA DIANE STOUT ........................................ 30%;
To my daughter, REBECCA LYNN DAVIS .......................................... 30%;
To my son, STEPHEN THOMAS HAGUE ............. ca ...........
.............
c;) C)
d. To my granddaughter, MICHELE L. BOWERS ....................................... 5%;
e. To my granddaughter, LINDSEY JUNE TAYLOR. .................................. 5%
If any of the above children have failed to survive me, I direct that the share of my
deceased child be equally divided and distributed to the living issue of my deceased child. If any
named above has failed to survive me, then the share of the person who has predeceased me will
be divided equally by those named above. Notwithstanding the preceding, I direct that the sum of
Twenty-Five Thousand Dollars ($25,000.00), which represents the payments I have made on
behalf of Stephen Hague in order for him to attend seminary, be deducted from any amount
received under this paragraph by my beloved son, Stephen Hague since by the time of my death
he will have already received that amount from me during my life as partial payment for his
seminary education.
THREE: I appoint ROBERT L. STOUT to serve as Executor of this my Last Will. If
he is unable to serve or if he ceases to serve as Executor, I appoint PETER A. DAVIS to serve
as Executor in his place.
FOUR: In addition to such other powers and duties as may be granted elsewhere herein
or which may be granted by law, my Executor hereunder shall have the following powers and
duties, without the necessity of notice to or consent of any court:
2
(a) To retain all or any part of my property, real or personal, in the form in
which it may be held at the time of its receipt, including any closely held business in which I have
an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their
discretion it may be advisable so to do, notwithstanding that said property may not be of a
character authorized by law.
(b) To invest and reinvest any funds hereunder in any property, real or
personal, including, but not by way of limitation, bonds, preferred stocks, common stocks and
other securities of domestic or foregoing corporations or investment trusts, mortgages or
mortgage participations, mutual funds with or without sales or redemption charges, and common
trust funds, even though such property would not be considered appropriate or legal for a
fiduciary apart from this provision.
(c) To sell, convey, exchange, partition, give options to buy or lease upon, or
otherwise dispose of any property, real or personal, at the time held by them, at public or private
sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such
price as they may determine, and to convey such property free of all trusts.
(d) To borrow money from any person, including any fiduciary hereunder, for
any purpose in connection with the administration hereof, to execute promissory notes or other
obligations for amounts so borrowed, to secure the payments of such amounts by mortgages or
pledges of any property, real or personal, which may be held hereunder.
3
(e) To make loans, secured or unsecured, in such amounts, upon such terms,
at such rates of interest, and to such persons, firms, or corporations as they may deem advisable.
(f) To renew or extend the time for payment of any obligation, secured or
unsecured, payable to or by them as fiduciaries, for as long a period or periods of time and on
such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor
of or against them.
(g) In dividing or distributing any property, real or personal, included herein,
to divide or distribute in cash, in kind, or partly in cash and partly in kind.
(h) Without limitation of powers elsewhere granted therein, to hold, manage
and develop any real estate which may be held by them at any time, to mortgage any such
property in such amounts and on such terms as they may deem advisable, to lease any such
property for such term or terms and upon such conditions and rentals as they may deem advisable,
whether or not the term of any such lease shall exceed the period permitted by law or the probable
period of retention under this instrument; to make repairs, replacements and improvements,
structural or otherwise, in connection with any such property, to abandon any such property
which they may deem to be worthless or not of sufficient value to warrant keeping or protecting,
and to permit any such property to be lost by tax sale or any other proceedings.
(i) To employ such brokers, banks, custodians, investment counsel, attorneys,
and other agents, and to delegate to them such duties, rights and powers as they may determine
and for such periods as they think fit.
4
O) To register any securities at any time in their own names, in their names as
fiduciary, or in the names of nominees, with or without indicating the trust character of the
securities so registered.
(k) With respect to any securities forming a pan of the trust, to vote upon any
proposition or election at any meeting of the corporation issuing such securities, and to grant
proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any
reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any
such securities with any committee, depository, trustee or otherwise, and to pay out of the assets
held hereunder, any fees, expenses and assessments incurred in connection therewith, to exercise
conversion, subscription or other rights, and to receive or hold any new securities issued as a
result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or
exercise of conversion, subscription or other rights and generally to take all action with respect to
any such securities as could be taken by the absolute owner thereof.
(1) To engage in sales, leases, loans, and other transactions with the estate of
my husband or any trust established by either of us, even if they are fiduciaries or beneficiaries
thereof.
5
(m) To exercise all elections which they may have with respect to income, girl,
estate, inheritance and other taxes, including without limitation execution of joint income tax
returns, election to deduct expenses in computing one tax or another, election to split gifts and
election to pay or to defer payment of any tax, in all events without their being bound to require
contribution from any other person.
(n) To operate, own, or develop any business or property held hereunder in
any form, including without limitation sole proprietorship, limited or general partnership,
corporation, association, tenancy in common, condominium, or any other, whether or not they
have restricted or no management rights, as they in their discretion think best.
FIVE: I direct that all estate, inheritance, and succession taxes that may be assessed in
consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than
generation-skipping taxes, shall be paid out of the principal of my general estate to the same effect
as if said taxes were expenses of administration, except that any such additional taxes (and interest
and penalties thereon) imposed on account of my interest in or power over any trust established
by my husband shall be paid out of the property held in such trust, and all other property
incredible in my taxable estate for federal or state tax purposes, whether or not passing under this
Will, shall be free and clear thereof} provided, however, that my Executor(s) may in the discretion
of my Executor(s) request that any portion or all of said taxes (to be paid out of the principal of
my general estate) shall instead be paid out of the principal of any trust established by me, to the
extent expressly authorized under the terms of said trust.
6
SIX: No Executor acting hereunder shall be required to post bond or enter security in this
or any jurisdiction.
IN
WITNESS WItEREOF, I have hereunto set my hand and seal thiszql~u"~day of
February, 1995.
[- PHYLLIS HAGUE
(SEAL)
Signed, sealed, published and declared by PHYLLIS H. HAGUE, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
7
A CKNO WLEDGMENT AND AFFIDAVIT
WE, PHYLLIS H. HAGUE, SHARON L. SCHWALM and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the 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 that she had signed willingly, and
that she executed it as her flee and voluntary act for the purpose herein expressed, and that each
of the witnesses, in the presence and hearing &the testatrix, signed the Will as a witness and that
to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
PHYLLIS H. HA/GUE
SHARON L. SCHWALM
~E~RY L L.-(~LELAN~
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me
by PHYLLIS H. HAGUE, the
testatrix herein and subscribed a~_~_ sworn to before me by SHARON L. SCHWALM and
CHERYL L. CLELAND, thiamin'day of February, 1995.
BelziA~ M~rison, Notary Public
Cadisle Boro, Cumberland County
Commission Expires E~:. 15,19~
Member, Pennsylvania Association of Notad .es
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
Phyllis H. Hague
December 4, 2004
21-04-01181
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on December 30, 2004.
Name Address
Cynthia Diane Stout
Rebecca Lynn Davis
Stephen Thomas Hague
Michelle L. Bowers
Lindsey June Taylor
100 Mooreland Avenue, Carlisle, PA 17013
913 Emily Drive, Mechanicsburg, PA 17055
201 S. College Street, Carlisle, PA 17013
102 Dawn Drive, Carlisle, PA 17013
457 Calbreith Cimle, North Augusta, SC 29860
Notice has now been given to all persons entitled thereto under Rule 5.6(a) ex~cept none .
IRWIN & McKNIGHT
Name Marcus A. McKnieht. III. Esquire
Address 60 West Pomfrct Street
Carlisle. PA 17013
Capacity:
Telephone (717) 249-2353
Personal Representative
X Counsel for Personal Representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MCKNIGHT MARCUS A III
60 W POMFRET STREET
CARLISLE, PA 17013
n______ fold
ESTATE INFORMATION: SSN: 015-05-9341
FILE NUMBER: 2104-1181
DECEDENT NAME: HAGUE PHYLLIS H
DA TE OF PAYMENT: 03/01/2005
POSTMARK DATE: 03/01/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 12/04/2004
NO. CD 005005
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,323.91
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 021865
SEAL
INITIALS: CCP
RECEIVED BY:
REGISTER OF WILLS
$5,323.91
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1500 EX + (6-00)
CAPB
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
OFFICIAL USE ONLY
21-04 -01181
HAGUE PHYLLI S H.
DATE OF DEATH (MM-DD- YEAR)
12/04 2004 12 27 1918
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAS., FIRST, AND MIDDLE INITIAL)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
015-05-9341
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
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Copyright (c) 2000 form software only The Lackner Group, Inc.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFAEVENUE
DEPT. Z80601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
X 1. Original Return
4. Limited Estate
X 6. Decedent Died Testate
(AltachcopyotWill)
o 9. litIgation Proceeds Received
2. Supplemental Return
4a. Future Interest Comprom\se (date of death atter 12-12-82)
1. Decedent Maintained a living Trust
(Attach copy of Trust)
010. Spousal Poverty Credit
o
3. date of death
. Remamder Return prior to 12-13-82)
5. federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A}
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Marcus A. McKni ht Es .
FIRM NAME (If Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
OFFICI~L,VSE ONlY
',...1,
0;
(8) 187,001.21
(11) 17,535.07
(12) 169,466.14
(13)
(14) 169,466.14
(15)
(16)
(17)
(18)
(19)
0.00
7,625.98
0.00
0.00
7,625.98
R
E
C
A
P
I
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U
L
A
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N
17 249-2353
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Herd Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
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 (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. 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)
(1)
(2)
(3)
None
None
None
(4)
(5)
None
187,001.21
(6)
None
None
10,266.39
7,268.68
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116(a)(1.2}
16. Amount of Une 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Une 14 taxable at collateral rate
19. Tax Due
20.
0.00
169,466.14
0.00
0.00
x
X
X
X
o 0
.045
.12
.15
FormREV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
100 Mt. Allen Drive
CITY I STATE I ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
7,625.98
5,323.91
280.21
Total Credits ( A + B + C) (2)
5,604.12
3. Interest/Penalty if applicable
D. Interest
E. Penalty
nn.i1jl"""""""';""<UiHU
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than line 1 + Line 3, enter the difference, This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
tIIak~CheckParableto: REGISTER OF WILLS, AGENT
:;~~:W 1~m~~j~!:~~~~j~~~i~y~jjj~t~2~~m(
Yes No
~~
0.00
0.00
2,021.86
0.00
2,021.86
"iH:P:ii:;i!ii""""'-"
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; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments, benefits or care?
2. If death occurred aher 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.
o
o
o
~
~
~
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,
mplete. Declaration of preparer other than the personal representatJve is based on all information of which preparer has any knowledge.
Robert L. Stout
100 Moore1and Ave.
- - -C~rii~ie ,- - 1>/\ - - i 'i613 - - - - - - - - - - - - - - - - - - - - - - - - - --
IRWIN & McKNIGHT
60 West Pomfret Street
--------------------------~--------------------~-----
Carlisle, PA 17013
DATE
...., .. ..---
}-:f-~~
DATE
1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
(a)(l1) Ii)].
For ates of death on or a anuary 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. I . 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)1.
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(aX1l].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12"10 [72 P.S. 9116(aX1.3)J. 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.
Copyright (c) 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00)
REV-1508 EX +(1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
PHYLLIS H. HAGUE
FILE NUMBER
21-04-01181
SSII 015-05-9341
12/04/2004
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
10
11
12
13
DESCRIPTION
1 share Edward Jones - Money Market Investment Fund
VALUE AT DATE
OF DEATH
4,457.73
2
538 shares Edward Jones - Bellsouth Corp
15,257.68
3
706.442 shares Edward Jones - Cap World Growth & Inc. Fd.
23,997.83
4
75 shares Edward Jones - Duke Realty Corp
2,642.25
5
404 shares Edward Jones - General Electric Co.
14,447.04
6
10,884.83
595.45 shares Edward Jones - Inc. Fd. of America
7
Lord Abbett Investment Trust
10,033.76
2,254.777 shares Edward Jones
8
Putnam High Yield Trust
10,665.79
1,303.886 shares Edward Jones
9
SBC Communications Inc.
24,026.96
932 shares Edward Jones
200 shares Edward Jones
19,980.00
Heritage Bk Decatur
1,843.364 shares Edward Jones - 1843.364 Putnam Fd. for Growth &
Income
35,097.65
1,424.87 shares Edward Jones - 1424.87 Putnam High Yield Trust
11,712.43
M & T Bank - Checking Account - 1230417
3,797.26
TOTAL (Also enter on line 5, Recapitulation) $ 187,001.21
(If more space is needed, insert additional sheets of the same size)
ecpyright(c) 199610rm sottwareonly CPSystems, Inc. Form REV-15GB EX (Rev. 1-97)
REV-1511 EX t (1-97)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
PHYLLIS H. HAGUE
Debts of decedent must be reported on Schedule l-
ITEM
NUMBER
A.
B.
SSIf 015-05-9341
12/04/2004
FILE NUMBER
21-04-01181
DESCRIPTION
AMOUNT
1
FUNERAL EXPENSES'
Carlisle Memorial Service
Inscription
150.00
2
Giant - Funeral Reception
131.71
3
Hoffman-Roth Funeral Home
35.17
1.
ADMINISTRATIVE COSTS,
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number{s) / EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN & McKNIGHT
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
9,230.00
4.
Register of Wills
272.00
Probate Fees
5. Accountant's Fees
6.
Tax: Return Preparer's Fees
250.00
7.
1
Other Administrative Costs
Cumberland Law Journal - Estate Notice
75.00
2
The Sentinel - Estate Notice
122.51
TOTAL (Also enter on line 9, Recapitulation) $ 10 ,266 . 39
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Jnc. Form REV-1511 EX (Rev. 1-97)
REV~ 1512 EX + (1-97)
COMMONWEALTH OF PENNSYL,VANIA
INHERITANCE TAX. RETURN
RESIDENT OECEDENT
ESTATE OF
PHYLLIS H. HAGUE
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SS4I 015-05-9341
12/04/2004
FILE NUMBER
21-04-01181
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Alert Pharmacy - Medical
DESCRIPTION
AMOUNT
243.14
2
Messiah Village - Medical
6,993.54
3
Paul D. Dalbey, DPM - Medical
32.00
TOTAL (Also enter on line 10, Recapitulation) $ 7,268.68
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1S13 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
lNHERlTANCETIV< RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
PHYLLI S H. HAGUE
SSII 015-05-9341
12/04/2004
FILE NUMBER
21- 04 - 01181
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not Lisl Trustee(s) OF ESTATE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (Include outright spousa.l distributions, and
transfers under Sec. 9116(a)(1.2)]
1 Michelle L. Bowers
102 Dawn Drive
Carlisle, PA 17013
Granddaughter 5% of
Remainder
2
Rebecca Lynn Davis
913 Emily Drive
Mechanicsburg, PA 17055
Daughter
30% of
Remainder
3
Stephen Thomas Hague
201 S. College Street
Carlisle, PA 17013
Son
30% of
Remainder
(less $25,000)
4
Cynthia Diane
100 Mooreland
Carlisle, PA
Stout
Avenue
17013
Daughter
30% of
Remainder
5
Lindsey June Taylor
457 Ca1breith Circle
North Augusta, SC 29860
Granddaughter
5% of
Remainder
ENTER DOLLAR AMTS. FOR DiSTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 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 $
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form softwa.re only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, PHYLLIS H. HAGUE, of Cumberland County, Pennsylvania, mindful of the brevity of
this life, and having placed my faith and confidence in Jesus Christ, my Savior and Lord, who
redeemed my soul though His shed blood and death on Calvary's Cross for my sins, and who has
assured me of eternal life, I do hereby declare this to be my Will and hereby revoke all prior Wills
and Codicils made by me.
~ I bequeath all of my furniture, furnishings, clothing, jewelry, objects of art and
decoration, and the like, and any motor vehicles which I own, together with the insurance
thereon, pursuant to a list I have made with I call instructions to my Executor. If, however, my
list does not exist, then I bequeath all said property thereon, to those of my children who survive
me, as well as a share to the grandchildren of any deceased child, which at this time are the
children of Susan Taylor. My Executor(s) shall make the division, and may sell any items passing
hereunder and distribute the proceeds of the personal property equally to each child as well as one
share to be divided equally of the children of Susan Taylor.
TWO: I give, devise and bequeath, and appoint all the rest of my property of whatever
nature and wherever situate to the following:
a. To my daughter, CYNTHIA DIANE STOUT........................................30%;
b. To my daughter, REBECCA LYNN DA VIS..........................................30%;
c. To my son, STEPHEN THOMAS HAGUE...........................................30%;
d. To my granddaughter, MICHELE L. BOWERS.......................................5%;
e. To my granddaughter, LINDSEY JUNE TA YLOR..................................5%
If any of the above children have failed to survive me, I direct that the share of my
deceased child be equally divided and distributed to the living issue of my deceased child. If any
named above has failed to survive me, then the share of the person who has predeceased me will
be divided equally by those named above. Notwithstanding the preceding, I direct that the sum of
Twenty-Five Thousand Dollars ($25,000.00), which represents the payments I have made on
behalf of Stephen Hague in order for him to attend seminary, be deducted from any amount
received under this paragraph by my beloved son, Stephen Hague since by the time of my death
he will have already received that amount from me during my life as partial payment for his
seminary education.
THREE: I appoint ROBERT L. STOUT to serve as Executor of this my Last Will. If
he is unable to serve or if he ceases to serve as Executor, I appoint PETER A. DAVIS to serve
as Executor in his place.
FOUR: In addition to such other powers and duties as may be granted elsewhere herein
or which may be granted by law, my Executor hereunder shall have the following powers and
duties, without the necessity of notice to or consent of any court:
2
(a) To retain all or any part of my property, real or persona!, in the form in
which it may be held at the time of its receipt, including any closely held business in which I have
an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their
discretion it may be advisable so to do, notwithstanding that said property may not be of a
character authorized by law.
(b) To invest and reinvest any funds hereunder in any property, real or
personal, including, but not by way of limitation, bonds, preferred stocks, common stocks and
other securities of domestic or foregoing corporations or investment trusts, mortgages or
mortgage participations, mutual funds with or without sales or redemption charges, and common
trust funds, even though such property would not be considered appropriate or legal for a
fiduciary apart from this provision.
(c) To sell, convey, exchange, partition, give options to buy or lease upon, or
otherwise dispose of any property, real or personal, at the time held by them, at public or private
sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such
price as they may determine, and to convey such property free of all trusts.
(d) To borrow money from any person, including any fiduciary hereunder, for
any purpose in connection with the administration hereof, to execute promissory notes 0 r other
obligations for amounts so borrowed, to secure the payments of such amounts by mortgages or
pledges of any property, real or personal, which may be held hereunder.
3
(e) To make loans, secured or unsecured, in such amounts, upon such terms,
at such rates of interest, and to such persons, firms, or corporations as they may deem advisable.
(f) To renew or extend the time for payment of any obligation, secured or
unsecured, payable to or by them as fiduciaries, for as long a period or periods of time and on
such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor
of or against them.
(g) In dividing or distributing any property, real or personal, included herein,
to divide or distribute in cash, in kind, or partly in cash and partly in kind.
(h) Without limitation of powers elsewhere granted therein, to hold, manage
and develop any real estate which may be held by them at any time, to mortgage any such
property in such amounts and on such terms as they may deem advisable, to lease any such
property for such term or terms and upon such conditions and rentals as they may deem advisable,
whether or not the term of any such lease shall exceed the period permitted by law or the probable
period of retention under this instrument; to make repairs, replacements and improvements,
structural or otherwise, in connection with any such property, to abandon any such property
which they may deem to be worthless or not of sufficient value to warrant keeping or protecting,
and to permit any such property to be lost by tax sale or any other proceedings.
(i) To employ such brokers, banks, custodians, investment counsel, attorneys,
and other agents, and to delegate to them such duties, rights and powers as they may determine
and for such periods as they think fit.
4
U) To register any securities at any time in their own names, in their names as
fiduciary, or in the names of nominees, with or without indicating the trust character of the
securities so registered.
(k) With respect to any securities forming a part of the trust, to vote upon any
proposition or election at any meeting of the corporation issuing such securities, and to grant
proxies, discretionary or otherwise, to vote at any such meeting; to join or become a party to any
reorganization, readjustment, merger, voting trust, consolidation or exchange, and to deposit any
such securities with any committee, depository, trustee or otherwise, and to payout of the assets
held hereunder, any fees, expenses and assessments incurred in connection therewith, to exercise
conversion, subscription or other rights, and to receive or hold any new securities issued as a
result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or
exercise of conversion, subscription or other rights and generally to take all action with respect to
any such securities as could be taken by the absolute owner thereof
(I) To engage in sales, leases, loans, and other transactions with the estate of
my husband or any trust established by either of us, even if they are fiduciaries or beneficiaries
thereof
5
(m) To exercise all elections which they may have with respect to income, gift,
estate, inheritance and other taxes, including without limitation execution of joint income tax
returns, election to deduct expenses in computing one tax or another, election to split gifts and
election to payor to defer payment of any tax, in all events without their being bound to require
contribution from any other person.
(n) To operate, own, or develop any business or property held hereunder in
any fonn, including without limitation sole proprietorship, limited or general partnership,
corporation, association, tenancy in common, condominium, or any other, whether or not they
have restricted or no management rights, as they in their discretion think best.
FIVE: I direct that all estate, inheritance, and succession taxes that may be assessed in
consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than
generation-skipping taxes, shall be paid out of the principal of my general estate to the same effect
as if said taxes were expenses of administration, except that any such additional taxes (and interest
and penalties thereon) imposed on account of my interest in or power over any trust established
by my husband shall be paid out of the property held in such trust, and all other property
incredible in my taxable estate for federal or state tax purposes, whether or not passing under this
Will, shall be free and clear thereof; provided, however, that my Executor(s) may in the discretion
of my Executor(s) request that any portion or all of said taxes (to be paid out of the principal of
my general estate) shall instead be paid out of the principal of any trust established by me, to the
extent expressly authorized under the terms of said trust.
6
SIX: No Executor acting hereunder shall be required to post bond or enter security in this
or any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal thi~~day of
February, 1995.
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I PHYLLIS 0'. HAGUE
(SEAL)
Signed, sealed, published and declared by PHYLLIS H. HAGUE, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
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7
ACKNOWLEDGMENT AND AFFIDA V/T
WE, PHYLLIS H. HAGUE, SHARON L. SCHWALM and CHERYL L.
CLELAND, the testatrix and witnesses respectively, whose names are signed to the 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 that she had signed willingly, and
that she executed it as her free and voluntary act for the purpose herein expressed, and that each
of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that
to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
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,'.t''t1......v(.;:) ~._ Of .:..( ;:"'/!.-(.. '-.-.
PHYLLIS H. HAGUE
~LU)( / 0:.-..L.J;r~
SHARON L. SCHWALM
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...... - -- \
CHERYL L. CLELAND
COMMONWEALTH OF PENNSYLVANB.
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by PHYLLIS H. HAGUE, the
testatrix herein and subscribed ane!.. sworn to before me by SHARON L. SCHW ALJ\I and
CHERYL L. CLELAND, thi~ij:.day of February, 1995.
B~1i( ~h/~~
Notary uhlic _
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m1M&rBank
499 Mitchell Street, Millsboro, DE 19966
December 28, 2004
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Law Offices
Irwin & McKnight
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013-3222
RE: Estate of Phyllis H. Hague
Date of Death: December 4, 2004
Social Security Number: 015-05-9341
Dear Mr. McKnight:
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.
1. Account Type........................... Checking Account
Account Number........................1230417
Ownership (Names ofl................Phyllis H. Hague
Opening Date............. ............ ..08/26/94
Balance on Date ofDeath..........$3,797.26
Accrued Interest
$
0.00
Total................................... ....$3, 797.26
The above named decedent did not have a safe deposit box with this bank.
For any additional information on the above accounts, please contact our Spring
Garden branch at 717-240-4525.
Sincerely,
. ij ;!'! :.i~.
( /L(i'lene: Mt, ~-L'iC
Charl;~e Warrington, Records Management
1-888-502-4349
~~~~Jah
FormPB-Jl
100 MOUNT ALLEN DRIVE. MECHANICSBURG, PA 17055
ROBERT L STOUT
100 l\roORELAND A VENUE
CARLISLE, PA 17055
QUESTIONS? CALL: (717) 697--1666
RESIDENT # I UNIT STMT.DATE
1990-1 I 277 A 12/311200-1
RESIDENnS
Mrs. PHYLLIS H. HAGUE
TOTAL AMOUNT DUE $6,993.5-1
$
DATE DESCRIPTION RATE UNIT CHARGES CREDITS BALANCE
Balance Forward 6,372.5-1
*** Nursing Care ***
12/03/0-1 RM/ BRD - NURSING - QUAD 207.00 3 621.00 6,993.5-1
UfO l-Uf03
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RESIDENT # /' CURRENT \ OVER 30 OVER 60 OVER 90 OVER 120 ~MQ.Uw:-aGE
1990-1 ( 621.00 6,372.5-1 0.00 0.00 0.00 $6,993.54
.
RESIDENT NAME Mrs. PHYLLIS H. HAGUE
A l{'i;l finance charge may be assessed on accounts for ,,,,hich payment has not been received hy the due date. Thanh you!
Form PB-Ol
.,,','.
If you have any questions or concerns abnut your bill, please address them directly to Fiscal Services at 790-8220. Thank YOll~
COM:\IONWEAL TH OF PENNSYL VANIA
: SS
COUNTY OF CUMIlERLAND
the Estate of
Phvllis H. Hague
, late of Carlisle BorouQ:h
, being duly sworn according to law, deposes and says that he is the Executor of
, Cumberland County,
Robert L. Stout
Pennsylvania, deceased and that the within is an inventory made by
Robert L. Stout
, the said Executor of the
entire estate of said decedent, consisting of aU the personal property and real estate, except real estate outside the Commonwealth
/~,....']
of Pennsylvania, and that the figures opposite each item of the irtventory refiresent it's fair value as of the date of decedent's death.
\ I '/A /?' ~ r
\//1~LAJ' ." ~
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Robert L. Stout, Executor
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":rH OF PENNSVT~~"
SW~~bscribed before me,
this, day of March, 2005.
100 Mooreland Avenue
Carlisle. P A 17013
Address
NOIBrial Seal
Koren S Noe" Notary Publi<:
I eM'lI,le 801'0. Cumberland~C:'!""ty
Date of ~"fJIii . . . 2007
!Jay
12
Month
INSTRUCTIONS
1. An inventory must be tiled 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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Inventory of the real an personal estate of
PHYLLIS H. HAGUE
, deceased
1. 1 share .Edward Jones - Money Market Investment Fund
4,457 73
2. 538 shares Edward Jones - Bellsouth Corp.
15,257 68
3. 706.442 shares Edward Jones - Cap World Growth &
Inc. Fd.
23,997 83
4. 75 shares Edward Jones ~ Duke Realty Corp.
2,642 25
5. 404 shares Edward Jones - General Electric Co.
14,447 04
6. 595.45 shares Edward Jones - Inc. Fd. of America
10,884 83
7. 2,254.777 shares Edward Jones - Lord Abbett
Investment Trust
10,033 76
8. 1,303.886 shares Edward Jones - Putnam High Yield
Trust
10,665 79
9. 932 shares Edward Jones - SBC Communications Inc.
24,026 96
10. 200 shares Edward Jones - Heritage Bk Decatur
19,980 00
11. 1843.364 shares Edward Jones - Putnam Fd. for
Growth & Income
35,097 65
12. 1424.87 shares Edward Jones - Putnam High Yield Tr.
11,712 43
13. M&T Bank - Checking Account 1230417
3,797 26
TOTAL. . . . . . . . . . . . . . . . . .
$187,001 21
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17' 28-060'1
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MCKNIGHT MARCUS A III
60 W POMFRET STREET
CARLISLE, PA 17013
_____u_ fold
ESTATE INFORMATION: SSN: 01 5-05-9341
FILE NUMBER: 2104-1181
DECEDENT NAME: HAGUE PHYLLIS H
DATE OF PAYMENT: 03/08/2005
POSTMARK DATE: 03/08/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 12/04/2004
NO. CD 005035
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $2,021.86 I
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$2,021.86
REMARKS:
CHECK# 021875
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
BUREAU OF INDIVIOl/4I,\_,tAXEi~
INHERITANCE TAX DIYISIDN><> --
PD BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
','~.'" " <- 0
fUll t..
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-23-2005
HAGUE
12-04-2004
21 04-1181
CUMBERLAND
101
AlIOUl1t R_I ttad
PI) 12: 39
CLERK OF
ORPH.;~rS COURT
MARCUS ~J~fJl~Hr .l;~
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
'*
REY-1547 EX AFP (03-05)
PHYLLIS
H
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 ~
If!V-"M4"Yf.m.'l"1rJ~'.'lMtm.W'.!wtA""lM!'t.M.lWlflTftMM1'~."lrCr.WlM!'t.Mt'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HAGUE PHYLLIS H FILE NO. 21 04-1181 ACN 101 DATE 05-23-2005
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rat. (15)
16. ~unt of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Aaount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
TAlf CR T~:
F T+T AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID 1-)
03-01-2005 CD005005 280.21 5,323.91
03-08-2005 CD005035 .00 2,021.86
TOTAL TAX CREDIT 7,625.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schadul. Bl
3. Closely Held StocklPa~tn.rship Interest (Schedule C)
~. Mortgages/Notes Receivable (Schedule D)
.5. Cash/Bank Deposits/ttisc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule Fl
7. Transfers ($ehedule Gl
8 . Total Assets
11)
(2)
(3)
1ft)
IS)
(6)
(7)
.00
.00
.00
.00
187.001.21
.00
.00
IB)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax R.turn
13. Ch.ritabl./Gover~ental Bequests; Non-elected 9113 Trusts (Schedule J)
1~. Net Value of Estate Subject to Tax
(9)
110)
10,266.39
7.268.68
111)
112)
113)
11ft)
NOTE:
.00
169,466.14
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIDNAL INTEREST.
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this fo.... with your
tax paYllent.
187,001. 21
17.1i31i 07
169,466.14
.00
169,466.14
119)=
.00
7,625.98
.00
.00
7,625.98
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
PHYLLIS H. HAGUE
Date of Death:
December 4. 2004
No. 21-04-01181
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: ---X- Yes _ 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? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
IR WIN & IGH
Marcus A. McKnight. III, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
Date: 08/09/2005
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Personal Representative
Counsel for Personal Representative
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