HomeMy WebLinkAbout02-0590Register of wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS Q
Estate of Mary V. McDonald No. r~ ~ " d ~- ~-1 d
Also known as
Petitioner(s), who is/are 18 pears or age or oltler, app
(Complete " A" or " B "BELOW:)
X
Deceased Social Security No. 185-14-8449
A. Probate and Grant of letters and aver that Petitioner(s) is/are the executor
Decedent, dated March 4,1976 and codicil(s) dated
State Relevant circumstances, e.g., renunciation, tleath of executor, etc.
Except as foiiows, Decedeni did not marry, was not divorced, and did nct have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(c.f. a., d. b. n.c.t. a.: pendente life: durante absentia; tlurante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following
spouse (if any) and heirs:
Jewish Home, Linglestown Rd., Harrisburg,
Decedent, then 81 years of age, died March 26 2002 at Pennsylvania
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property .................................................
(If not domiciled in PA) Personal property in Pennsylvania .............................
(If not domiciled in PA) Personal property in County ......................................
Value of real estate in Pennsylvania ........................................................................
Total ...............................................................
$ 2,000.00
110.000.00
Real Estate situated as follows: 223 Walton Street Lemoyne PA 17043 Lemoyne Borough, Pennsylvania
Wherefore, Petitioner(s) r ectfull~~) the prob of the last Will and Codicil(s) presented with this Petition and the grant of letters in the
appropriate form to un rsi
nat ` ' '~~Tqe or rinted na end sidence
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r '~ 3
Names in the Last Will of the
County, Pennsylvania, with his/her last family or
Decendent was domiciled at death in Cumberland principal
Residence at 223 Walton Street Lemoyne PA 17043
(list street, number and municipality)
~~~ J Qath of Personal Representative
~1D~Ll d'w
Com nia p
The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and
correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate accord~g to ~
Sworn to and affirmed and subscribed
before me this ~ q ~" day of
~~~,-- ~ 2 0 (~ ~- ~j d ~iifk!
Estate of Ma
also known as
DECREE OF REGISTER
rv V. McDonald
Deceased
Social Security No: 185-14-8449 Date of Death: March 26, 2002
AND NOW, _ JULY 17 , 2002 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters Testamentary ^ of Administration
(c.t. a.; d.b. n. c.L: pendente lire, dura me absentia, tlurante minoritate)
are hereby granted to Thomas A. McDonald
In the above estate and that the instruments(s), if any, dated March 4, 1976
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters .......................... $ 235.00
Short Certificate(s) ........ $ 18.00
Renunciation ................. $
Affidavit ( ) ............. $
Extra Pages ( )....... $ 3.00
Codicil .......................... $
JCP Fee ........................ $ 5.00
Inventory & Tax forms.... $
Other ~~~........... $ /~ .l?~~
TOTAL ............... $ 261.00
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siar of Wi
Attorney
I.D. No:
No. 21-02-590
Thomas P. Gacki, Esquire
44864
Address: 213 Market Street, 8`h Floor
Harrisburg, PA 17101
Telephone: 717-237-6093
DATE FILED:
RW - 7a
a; ~~~; t' .;~o
This is to certift~ that the u-~formation here given is correctly copied hom an original certitlcate of death dul~r filed with me as
Local Regisrrar.~ The ori~inai certificate will be forwarded to the Sr;~te Viral Records Office for permanent tiling.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
r~-c for this c~rtif~cite, 52.00
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21-02-590
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALT H • VITAL RECORDS
s Rev. ue7 CERTIFICATE OF DEATH
gTATE FILE NUMBER
NAME OF DECEDENT If nv. Middle. ~astl SE% SGCIAL SECURITY NUMBER DATE OF UEATH :MCnm. Day.'Rar)
2002
26
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185 - 14 - 8449 kiarch
female ,
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AGE (Last Bvtnday) UN R t YFJdi UNDER 1 DAY GATE OF BIRTH BIRTHPLACE ;C,ry and PLACE OF DEATH IC.neckonly one -- ,ea:nsuuclNny nn otnei sa/e1 -
MontM . Days Howe . Minutsa ~MOmh. Day 'year Sgrea FCregn Ca,nuyl HOSPITAL: OTHER:
ursvtg
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04 / 2 / 20 Indiana, IN
81 Yq
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COUNTY OF DEAR CRY. BORO. TWP OF DEATH FACILfTV NAME Ot not mv~luoon. gwe career and number VMS DECEDENT OF HISPANIC ORIGIN? RACE -Amencan Indan,
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DECEDENT'SUSUAL000UPIQION KING OF BUSINESS/INDUSTRV WAS DECEDENT EYERIN
U.S. ARMED FOR1,~S? ~
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DECEDENT'S EDUCATION MARITAL STATUS Marred SURVIVING SPOUSE
S ~ oM ni e51 ade cam ed Never Married, Wrdew~sd. III wJe. eve magen rWnel
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FRHER'SNAME (First. M~ddre. Last) MOTHER'S NAME tFusf. Middle. Malden Surname)
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~ominic J. LaMantia g
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INFORMANT'S NAME (iyperPmq
ld O'Brien
D INFORMANT'S MAILING ADDRESS IStre«. Cdylbwn, SIa1e. 2i0 Coder
2109 Hawthorne Lane, Elkins Park, PA 19027
ona
Patricia Mc
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DATE OF DISPOSITK)N
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METHODOFDISPOSIT1p PLACE OF DISPOSRION-Name of Cemetery, Crematory LOCATION-Ciry/TOwn, Stale. Zp Cow
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Burial IA1 Cremation ^ R«nwal ham Slate ^ (Hoorn, DaY. ~)
2002
^ March 29 or OIMr Plxa
Rolling Green Memorial Par Lower Allen Twp. , PA
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' SIGNATU OF NE SERVIC NSEEORPERSONACTINGASSUCH LICENSE NUMBER FACILI
NAME ANDADORESSO
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Compere items 23ac Dory wMn cemlyirg To tM beat of my krawbdge. worth occurred N the brM, dale and pgce stated. LICENSE NUMBER DATE SIGNED
IMmm. OaY. Year)
physician q eel available at bme of warn to (Sgnalwe and Td19)
- candy dune of warn.
27a. 23b. 2.70. _ _ _ _
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hems 21-20 mwt De completed by TIME OF DEATH DATE PRONOUNCES DEAD (MbnM, Day, Yeaq WAS CASE REFER
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27. PART 1: Enisr tM diseaaea, injuries or wmpkcatnrq wnKh quseO lee warn. Oo mt ent« Ina mode OI dying, such as cardiac or respiratory arrest, sfgck or near IaYure. r Appm"mau
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PART II: 0111er agnilkanl Wndaiorq conlri0ulkg to wath, Out
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WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INUURY OCCURRED.
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'CERTIFYING PHYSICIAN/,PnysiCWn certay~ng caused worm when andner pnvsu:~an Has perxwriced dean and compered
worth xcurted dw b Me cause(s) and manner ore !rated ...................... . ...........
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To 1M beat Of my knowledge, ONth oc<urrad at tM Bme, date, and place, and dw to IM uuaels) and manner as staled ....... ................... NAME AND ADDRESS Of PERSON W MO COMPLETED CAUSE OF DE TM
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AMINER/CORONER
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On the basin of a%amination and/or investigation, in my opinion, death occurred at the tlma, data, and place, and due to the caux(q and
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'~~~x
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
RE: WILL OF MARY V. McDONALD
PATRICK M 0' BRIEN , a subscriber hereto, being duly qualified according to
law, deposes and says that he/she is familiar with the signature of MARY V. McDONALD, the
Testatrix to the will presented herewith and that he/she believes the signature on the will is in
the handwriting of MARY V. McDONALD to the best ofhis/her knowledge and belief.
Sworn to or affirmed and subscribed
before me this 15 day of JULY ,
!~ `~ ~~%
Print Name: ~f~~y ~% ~' ~ ~i~i~
Address: ~/G'f ~~~is~ ~ 1,~~~%r'
2002.
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{~ozsosu.i}
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
RE: WILL OF MARY V. McDONALD
PATRICIA M 0' BRIEN , a subscriber hereto, being duly qualified according to
law, deposes and says that he/she is familiar with the signature of MARY V. McDONALD, the
Testatrix to the will presented herewith and that he/she believes the signature on the will is in
the handwriting of MARY V. McDONALD to the best of his/her knowledge and belief.
Sworn to or affirmed and subscribed
before me this 15 day of JULY ,
Print Name: ~~ r i C; c, ~VI ~ ~ (~ r ~ r n!
Address: B'fc~q f--(GL~~+alurrla Luv~~
~i ~„~~ urK F ~~ ~GOa 7
2002.
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{L025081L1}
07/17/2002 12:07 FAX 717 Za7 6019 Eckert Seamans ~ 001
o;i17~~1•Jul• 2002,~I1:Oo Y77 6ChanninBS Eckert ~eaman6 No,5639 P• 2,'~
111 231 6019
BAND
REGISTER OF WII•LS OF CUMBERLAND COYTNTY
BOND AND SiTRDTY FOR PERSONAL REPRESENTATIVE
KNO~S~V ALL BY THESE PRESENTS, that Thames A. McDonald as principal and Ohio
Casualty Insurance Cvmpa~y es surety ate held add farnaly bound >Ynto the Commonwealth of
Peruusylvania in the sum of FDUR'1~i0USAI~ AND NO/100 - - - - ($4,000.00) Dollars to
be paid to the Commonwealth of Pennsylvania, for which payment we do bind ourselves,
j0indy and severally, our heirs, executors, admini9trators anfl Successors, the condition of this
obligation being that if as lrxecutoz of the F.etate of Mary 'V. McDonald, deceased, or any of
them, shall well sod Holy administer t1~e estate according to law, then this obligation shall be
void as tv the personal zepreseutative of representatives aho shall so administer the estate and
his or their surety or saretiea; but vthetwise it shall remaid in full farce.
Signed and sealed this ~, day of Jaly, 2002, each intending to be legally bound hereby.
(SEAL)
(SEAL
{L0253320_i}
CERTIFIED COPY OF POWER OF ATTORNEY
THE OHIO CASUALTY INSURANCE COMPANY
WEST AMERICAN INSURANCE COMPANY
No. 33-561
Know All Men by These Presents: That THE OHIO CASUALTY INSURANCE COMPANY, an Ohio Corporation, and WEST AMERICAN INSURANCE
COMPANY, an Indiana Corporation, in pursuance of authority granted by Article VI, Section 7 of the By-Laws of The Ohio Casualty Insurance Company and Article VI,
Section 1 of West American Insurance Company, do hereby nominate, constitute and appoint: Ralph G. Viehman, Jr., Thomas R. Viehman or D. Jean Rodriguez of
Mechanicsburg, Pennsylvania its true and lawful agent (s) and attorney (s)-in-fact, to make, execute, seal and deliver for and on its behalf as surety, and as its act and deed any
and all BONDS, UNDERTAKINGS, and RECOGNIZANCES, not exceeding in any single instance ONE MILLION ($1,000,000.00) DOLLARS, excluding, however, any
bond(s) or undertaking(s) guaranteeing the payment of notes and interest thereon
And the execution of such bonds or undertakings in pursuance of these presents, shall be as binding upon said Companies, as fully and amply, to all intents and proposes, as if
they had been duly executed and acknowledged by the regularly elected officers of the Companies at their administrative offices in Hamilton, Ohio, in their own proper persons.
The authority granted hereunder supersedes any previous authority heretofore granted the above named attomeys)-in-fact.
In WITNESS WHEREOF, the undersigned officer of the said The Ohio Casualty Insurance Company and West American Insurance Company has
hereunto subscribed his name and affixed the Corporate Seal of each Company this 30th day of October, 1998.
gJ~tV IN3Uh,~ `P,t INSN~~C
~ P•
SEAL w SEAL '>
STATE OF OHIO,
COUNTY OF BUTLER
~~~ ~~
Sam Lawrence, Assistant Secretary
On this 30th day of October, 1998 before the subscriber, a Notary Public of the State of Ohio, in and for the County of Butler, duly commissioned and qualified, came Sam
Lawrence, Assistant Secretary of THE OHIO CASUALTY INSURANCE COMPANY and WEST AMERICAN INSURANCE COMPANY, [o me personally known to be the
individual and officer described in, and who executed the preceding instrument, and he acknowledged the execution of the same, and being by me duly sworn deposeth and saith,
that he is the officer of the Companies aforesaid, and that the seals affixed to the preceding instrument are the Corporate Seals of said Companies, and the said Corporate Seals
and his signature as officer were duly affixed and subscribed to the said instrument by the authority and direction of the said Corporations.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed my Official Seal at the City of Hamilton, State of Ohio, the day and year first above written.
~NUNUxnpr
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Notary Public in and for County of Butler, State of Ohio
My Commission expires August 6, 2002.
This power of attorney is granted under and by authority of Article VI, Section 7 of the By-Laws of The Ohio Casualty Insurance Company and Article VI, Section I of West
American Insurance Company, extracts from which read:
Article VI, Section 7. APPOINTMENT OF ATTORNEYS-IN-FACT, ETC. "The chairman of the boazd, the president, any vice-president, the secretazy or any assistant
secretary of each of these Companies shall be and is hereby vested with full power and authority to appoint attomeys-in-fact for the purpose of signing the name of the
Companies as surety to, and to execute, attach the corporate seal, acknowledge and deliver any and all bonds, recognizances, stipulations, undertakings or other instruments of
suretyship and policies of insurance to be given in favor of any individual, firm, corporation, or the official representative thereof, or [o any county or state, or any official board
or boazds of county or state, or the United States of America, or to any other political subdivision."
Article VI, Section 1. APPOINTMENT OF RESIDENT OFFICERS. "The Chairman of the Board, the President, any Vice President, a Secretary or any Assistant Secretary
shall be and is hereby vested with full power and authority to appoint attomeys in fact for the purpose of signing the name of the corporation as surety or guazantor, and to
execute, attach the corporate seal, acknowledge and deliver any and all bonds, recognizances, stipulations, undertakings or other insWments of surety-ship or guazantee, and
policies of insurance to be given in favor of an individual, firm, corporation, or the official representative thereof, or to any county or state, or any official board or boards of any
county or state, or the United States of America, or to any other political subdivision."
This instrument is signed and sealed by facsimile as authorized by the following Resolution adopted by the respective directors of the Companies (adopted May 27, 1970-The
Ohio Casualty Insurance Company; adopted April 24, 1980-West American Insurance Company):
"RESOLVED that the signature of any officer of the Company authorized by the By-Laws to appoint attorneys in fact, the signature of the Secretary or any Assistant
Secretary certifying to the correctness of any copy of a power of attorney and the seal of the Company may be affixed by facsimile to any power of attomey or copy thereof
issued on behalf of the Company. Such signatures and seal are hereby adopted by the Company as original signatures and seal, [o be valid and binding upon the Company with
the same force and effect as though manually affixed."
CERTIFICATE
I, the undersigned Assistant Secretary of The Ohio Casualty Insurance Company and West American Insurance Company, do hereby certify that the foregoing power of attomey,
the referenced By-Laws of the Companies and the above Resolution of their Boazds of Directorsj az~eIJtr~ue and correct co$ies ~"d are in full force and effect on this date.
IN WITNESS WHEREOF, I have hereunto set my hand and the seals of the Companies this -~- day of ~I J / `~ ~~~
ASV IN3UR PN INS(/,
SEAL ~; ~~ SEAL ,j
~~f~
Assistant Secretary
5-4300
21-02-590
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~ddre„,or ~~~_~~onJr~,,c to:
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ECKERT SEAMANS
anoriNtYS ar _..,
ECKERT SEAMANS CHERIN & MELLOTT, LLC
June 18, 2002
Register of Wills
Attn: Ann
Cumberland County Courthouse
High and Hanover Streets
Carlisle PA 17013
Re: Mary V. McDonald Estate
Dear Ann:
Enclosed for filing please find the Petition for Grant of Letters regarding the
above matter. Please note that the executor, Thomas McDonald, took his Oath of
Personal Representative in Polk County, Florida. In addition to the Petition, also
enclosed is the following:
1. Original Will,
2. Original Death Certificate,
3. Original Estate Information Sheet, and
4. check in the amount of $261.00 representing the filing fee and fee for
six (6) Short Certificates.
Please return the filing receipt and Short Certificates in the enclosed self-
addressed stamped envelope. Thank you for your attention to this matter.
Very truly yours
~. 4
Thomas P. Gacki
Enclosures
{L0252320.7)Thomas P. Gacki
717.237.6093
tpg@escm. com
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX111-96)
NO. CD 001333
THOMAS P GACKI ESQUIRE
213 MARKET STREET 8TH FL
HARRISBURG, PA 17101
fold
ESTATE INFORMATION: ssN: 185-i4-a44s
FILE NUMBER: 2102-0590
DECEDENT NAME: MCDONALD MARY V
DATE OF PAYMENT: 06/25/2002
POSTMARK DATE: 06/24/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 03/26/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 55,500.00
TOTAL AMOUNT PAID: 55,500.00
REMARKS: PATRICIA MCDONALD O'BRIEN
C/O THOMAS P GACKI ESQUIRE
CHECK#1024
INITIALS: CW
sEAL RECEIVED BY: MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: ) ORPHANS' COURT DIVISION
ESTATE OF MARY V. MCDONALD, ) No. 2002-0590
Deceased )
Date of death: March 26, 2002
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
To the Register,
I certify that notice of beneficial interest 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 October 18, 2002:
(attach additional sheets, if necessary)
Name
Thomas A. McDonald
Patricia McDonald O'Brien
Address
1121 Rustic Lane,Lakeland. FL 33811
8109 Hawthorne Lane, Elkins Park. PA 19027
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
Date: October 18, 2002
(Signature)
Name Thomas P. Gacki, Esquire
Address 213 Market Street, 8`h Floor
Harrisburg, PA 17101
Telephone (717) 237-6093
Capacity: ^ Personal Representative
X Counsel for Personal Representative
{LOZSb~sa. i}
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.Z80601
HARRISBURG, PA 1 7 1 28-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 001989
GACKI THOMAS P
213 MARKET STREET
8TH FLOOR
HARRISBURG, PA 17101
told
ESTATE INFORMATION: ssrv: ~s5-i4-a44s
FILE NUMBER: 2102-0590
DECEDENT NAME: MCDONALD MARY V
DATE OF PAYMENT: 12/26/2002
POSTMARK DATE: 1 2/24/2002
couNTY: CUMBERLAND
DATE OF DEATH: 03/26/2002
REMARKS:
CHECK# 272013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $237.30
TOTAL AMOUNT PAID: 5237.30
INITIALS: CW
SEAL RECEIVED BY: DONNA M. OTTO
REGISTER OF WILLS
DEPUTY REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 7 28-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
N0. CD 001988
GACKI THOMAS P
213 MARKET STREET
8TH FLOOR
HARRISBURG, PA 17101
fold
ESTATE INFORMATION: ssrv: ~a5-i4-a44s
FILE NUMBER: 2102-0590
DECEDENT NAME: MCDONALD MARY V
DATE OF PAYMENT: 1 2/26/2002
POSTMARK DATE: 1 2/24/2002
couNTY: CUMBERLAND
DATE OF DEATH: 03/26/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 5507.36
TOTAL AMOUNT PAID: 5507.36
REMARKS: THOMAS A MCDONALD
C/O THOMAS P GACKI
CHECK# 6996
INITIALS: CW
SEAL RECEIVED BY: DONNA M. OTTO
REGISTER OF WILLS
DEPUTY REGISTER OF WILLS
~, `?- ?J~1~ COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 28D601
HARRISBURG, PA 171zs-obDl NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% AFP (01-037
DATE 02-25-2003
ESTATE OF MCDONALD MARY V
DATE OF DEATH 03-26-2002
FILE NUMBER 21 02-0590
COUNTY CUMBERLAND
THOMAS P GACKI ACN 101
ECKERT ETAL
Amount Remitted
213 MARKET ST 8TH FLR -
HBG PA 17101
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCDONALD MARY V FILE N0. 21 02-0590 ACN 101 DATE 02-25-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers [Schedule G)
8. Total Assets
(1) 117, 000.00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
(4) .00 of this form with your
(5) 2, 525.89 tax payment.
(6) 5, 273.22
(7) 46, 766.81
($) 171, 565.92
APPROVED DEDUCTIONS AND EXEMPTIONS: 26,252.26
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 110.79
11. Total Deductions (11) 26.363.05
12. Net Value of Tax Return (12) 145,202.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 145,202.87
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 145,202.87 X 045. 6,534.13
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19)= 6,534.13
TAY PDCTTTC.
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
06-24-2002 CD001333 289.47 5,500.00
12-24-2002 CD001988 .00 507.36
12-24-2002 CD001989 .00 237.30
TOTAL TAX CREDIT 6,534.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COURT OF COMMON PLEAS, CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: ESTATE OF MARY V. Orphan's Court Division
MCDONALD
No. 2002-0590
PETITION TO WAIVE ADDITIONAL SECURITY UNDER
SECTION 3351 OF PROBATE ESTATES AND FIDUCIARIES CODE
AND NOW COMES Petitioner, Thomas A. McDonald, by his attorneys Eckert Seamans
Cherin and Mellott, LLC, and sets forth the following Petition:
1. Petitioner is Thomas A. McDonald, Executor of the Estate of Mary V. McDonald.
2. Mary V. McDonald died March 26, 2002.
3. Petitioner was appointed Executor of the Estate on July 17, 2002.
4. The amount of the bond filed by Petitioner in this matter was $4,000. Surety
under the bond is Ohio Casualty Insurance Company.
5. Petitioner has not yet filed an inventory, but has estimated the personal estate of
the decedent at $2,000.
6. The only real property owned by the decedent is a residence located at 233
Walton Street, Lemoyne, Cumberland County, Pennsylvania, 17043. The name of the purchaser
is James P. Kloske and the amount of consideration is $117,000.
7. Petitioner requests that he be excused from entering additional security for the
following reasons:
1
(a) Petitioner is an attorney at law practicing in the State of Florida,
and is familiar with his obligation to satisfy all debts of the decedent and tax obligations
of the estate.
(b) The decedent died leaving no significant debts, and except for
expenses of administration, the only other obligation of the decedent will be for payment
of inheritance tax.
(c) Petitioner anticipates the inheritance tax obligation will only be
approximately $5,000, and the estate will have more than sufficient assets to pay the
inheritance tax obligation.
(d) Petitioner is the executor named in the decedent's last will.
Although the 1976 will evidences a clear intent in Article 2 to allow the executor to freely
sell and deal with the assets of the estate, the will is poorly drawn in that it does not
contain a standard clause excusing posting of a bond.
(e) But for the poor draftsmanship of the decedent's will, Petitioner
would not have had to post a bond in any event.
(f) All the net assets of the estate will be distributed to Petitioner and
his sister. Petitioner's sister has been actively involved with the estate administration.
(g) Requiring of additional security will merely increase the expense
and inconvenience of the administration of the decedent's estate.
2
WHEREFORE, Petitioner respectfully requests that he be excused from posting
additional security prior to receiving the proceeds of the sale of the decedent's real estate.
Respectfully submitted,
ECKERT SEAMANS CHERIN & MELLOTT, LLC
~~
`;
.._..~ ;,
j~ r; ~:
Thomas P. Gacki, Esquire
Attorney I.D. No. 44864
213 Market Street, 8th Floor
Harrisburg, PA 17101
(717) 237-6093
Date: ~( ,Z `Q ~ Attorneys for Petitioner
L0253459
07/29%E002 10:20 FAX ?1? 23'r 8019 Eckert Seamans f~7j008
V'~RTFI~ATIU1~_
I, Thomas A. 1VZcDonald, hereby verify that all •~=:-the averments or fact contained in the
foregoing document are tree and cozrcet to the best a~ rin.; r~owledge, infan~acion and belief. I
understand that false statements herein are made sub~ccr to the penalties of 1$ Pa. C.S.A. §4904,
relating to unswom falsification to authorities
Date; ~~
SWORN O and subscribed
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before me this 29th da y, 2002.
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COURT OF COMMON PLEAS, CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: ESTATE OF MARY V
MCDONALD
Orphan's Court Division
No. 2002-0590
~Z~
ORDER
AND NOW, on consideration of the attached Petition, it is hereby ordered as follows:
1. Petitioner is excused from entering additional security prior to receiving the
proceeds of the sale of the decedent's real estate located at 233 Walton Street, Lemoyne,
Cumberland County, Pennsylvania.
{L0253464.] }
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COMMONWEALTH OF PENNSYLV....NIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128.0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
r- -~~-'::-;-~---'--'-l
L.J7'- 7/.... II.j j
I FiLE NUMBER
I 21
__.. CO~~:!:'!'_~9pE YEAR
. SOC-IACSECURlty-N-UMEfE-R:
..
<-
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
McDonald, Mary V
DATE-O~DEAT~(MM~DD-YEAR)-
I DATE OF"BIRTH""(MM:OD-YEAR)"
I 04/02/1920, .
(iF APPLlCABiE) sURviVING sPOUSe;SNM1E-( LAST, FIRSTANtfMfDDlE INITIAL)
03/26/2002
2. Stocks and Bonds (Schedule B)
3. Closely Held 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
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Ad~injstrative Costs (Schedule H)
t
1 Q. 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)
02
00590
IBI 1. Original Return 0 2. Supplemental Return
o 4. limited Estate 0 4a. Future Interest C;ompromise (date of death
after 12-12-82)
III 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a living Trust (Attach
of Will) copy of Trust)
o 9. litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 0 11.Election to tax under Sec. 9113{A) (Attach Sch 0)
.._. .12-31-91 and 1.-_1:95) . .__. ______ ___... . _ .________. .. _____. _._ ..__
if!!t$i~~~IMgmili!i!i~iI!~f\6.iJ;!R~~~!Ii!iI\li~!ll~i!:;~ffif!!~~Il,~~~!l!l~~i~~Li!.I!!!!i1!!~g:r~l!~ii>'li!!mFjijjjTImHlimjmjnl
AME ~.. COMPLETE MAILING ADDRESS . - --~~
, Thomas P. Gacki
L m.. . ..
FIRM NAME (If applicable)
r' Ec~ert, Seamans,. Cherin & Mellott
ELEPHONE NUMBER
717/237-6093
I'
I 1. Real Estate (Schedule A)
I
!
NUMBER
] 85-14-8449
THIS RETURN MUST BE FIl.ED IN DUPLICATE WITH THE
I
I.
o
o
o
REGISTER OF WILLS
SOCIAl. SECURITY NUMBER.-
3. Rem-ainder'-l~eiurri (date.of dea"ih-pfior to T2:rJ..82j
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
213 Market Street
8th Floor
Harrisburg, P A 17101
(1)
1]7.000.00
(2)
None
(3)
None
(4) None
(5) 2,525.89
(6) 5,273.22
(7) 46,766.81
------
(8) 171,565.92
(9) 26,252.26
(10) ] 10.79
(11)
26,363.05
145,202.87
(12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not
been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
145,202.87
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
120. 0
I
6,534.13
6,534.13
Copyright 2000 form software only The Lackner Group, Inc.
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
"'Tii'Y
15.Amount of Une 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 16.Amount of Line 14 taxable at lineal rate ]45,202.87 x .045 (16)
0
~
~
" 17.Amount of Line 14 taxable at sibling rate (17)
.. x .12
~
0
U
~ 18. Amount of Line 14 taxable at collateral rate .15 (18)
;0 x
19. Tax Due (19)
.' "i'IlEillll~IlW__/liL~IilUIlilli1\OllS Obl8~$IOlf"'ND~ec;Fll!C", MAT/! <<
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Form REV-1500 EX (Rev. 6-00)
12/19/2002 09:47 FAX 717 237 6019
Eckert Seamans
~003
Decedent's Complete Address:
E
223 Walton Street
Lemoync
I ~ti'.ft PA
ZIP 1'''1)43
Tax Payments and Credits:
1. Till< Due (Plge 1 Line 19)
2. CrtdllllPlymonll
A. Spousal Povorty C...:lil
S. Pnor Paymenti
C. Discount
(1)
6,534.13
. 5,500.00
289.41
rol:~i Credits f~ -+ B.. C)
(2
5,789.47
3. InlerestJPenarty 1" applicable
D. ll"lterest
E. Penarly
TOt811llteresUPeni.i.Jty ~;J 1" E)
... If Line 2 is greelr th.n Una 1'" Line 3. entarthe difference. This is the OVERPAYMENT.
c:hock box 00 Plgo 1 L1... 20 to requut I Nfuod
5. If Line 1 + Wno 3 '* gllaloethon i.ino 2. eJrterthe diflwonoe, Thi> i.th. TAX DUE,
A, Enter tne i~tel'e.t on tn. tel< due.
B. Enter the total Dt Line! + !5A. This Is the BALANCE OUE_
III 0.00
(4)
(5) 744.66
(~A'
(~S) 744.66
Make Cheek p.y.ble to: REGISTER OF WILLS, AGENT
o Il!I
C 18I
o rill
".."....,.... 0 I8i
CJ Il!I
3. Did decedent own an "In lrult for- or P9Yahl~ U~f'! death bank aeeounT or saetJrlry at h.:;; er het c~a:h?.. D III
4. Old deOKlentowr'lan Individual RlI!ltl,,*~nIAocol.lnt Il'Ini,lity, o~ other non.~l'Obillte prop.~:ty whiQ~
contain. Ii 111)1 d..ignllticn'?............................................................. D !:2S)
AIIOVE Q TIONS IS YES, YOU MUSTCOMPLETESC...EC'JlE (-~A"'D FILE IT AS PA~T OF TIolE RETURN.
IliiChI"' m. l~li,"lIillcompartilnlJ PCfiiiNtNQn'll ,ilt~rii"'li. ana llJ lM9 ~.~ "'iiW"i(r_ "I~'~Q98'11l oelle~.Mlll' true, :rrec: anG c:lIl'Iplri:Me..
.4111.' i&btModtl":II"~:IILQrIorwft'=hpflllp;lll.rh**:lIr'ly_I...
JI r:OR ~ILIN Alii ADORE
PLEASE ANllWER THE FOU.OWINCl QUESTIONS BY PLACING AN "X" IN
1. Did deoedtn1 Mike.. tnIInl!lfel' and:
A. ~In the us. 01' [ncon of thA proparty ttansfeNed;..
b. ret&in the rigtll to deai;nate wno anell u.. the property ~ranet'.rrecl or ita. Income;.
c. I1lmln a I'8vel'llDnllry Interezt; or.......,...,....._.....,............,....._.._
d. I't=tiiift the pl'Cl'l'Il.. for lift of either ~a.ymljnts, tlenetit& Or gare7...."...,."..."".....,.
2, If death occurred .ftor ~r 12. 1982, did decedent trlnsfer property within one Y'~!lrc'
I'eCefving .deQ\.II'tt con.id.,...tion"it....."......".....,.,.............,........,......"........ ...... "...",....., ..."
_I.r_'l',~~"'\i!.~
i-IE A PPFlOPFlIA TE SL.OCKS
YH No
::!eattl without
ALJlJlU:~~
11t~1o~ --
DAii----
1 ! 21 Rustic Lane
Lokolond, FL 33811
....LJUl'tc:;.:;.
213 Market Street
8th Floor
Harrisbu:re, P A 17lO'
12 Lz;iJQ 2-
"'-.-
For datal of death on or after Jury 1. 1994 and before January 1, 1ge5, the tax rate imposed on the net '-IaIJQ of i'3r'1Giel'S to or for tn. !,I$t!' of tl,e
."",Wing .pou... is 3% [72 P.S. S911E (1)(1.1)@.
FQrdatl8 of death on. or l!'tar Ja~ 1, 18':5, the IU rate: imj;lI;n~ed Qn the net value of transfers to one' the U5e cfthe surviving spouse is 0%
[72 P.S.'9116 (a) (1.1) (ii)]. The statUti! d08S not exemot a transfer to a surviving spouse from t!IX, ano ;:i1e sl:f.tutGry n3:qulrements fordlsdosure
rA ulets 1M ftn"13 I ~a:.: retum J.1'e .stili a~l)lltAbll!l Avei'll' mA WI"v'ivil\" t.j.)I:JU$a!! i& ~'I! (1"''1 t.';'I~i;O!~~j~I)'.
~o' doto. of ~.t" on 01 oft" J.,y 1, ~OOO;
The ta)l _ lmpoe:ed Qn tl'lt Mt v.lu. Qftran$fer$from a deoeeed ohild t'Nenty.one years of !Igc or younger ill death to or for the US! of a nat:.Jral
palen'. In ldoptive p.,.n~ or. ""PP'_ of tho child i. 0% [72 P.S. S911~ (0) ('.~):,
The! to rata imposed on tM! IW value ottl'ln$far$ to or for the use of the decedent's lineal b8neficiliilrif:'~ IS 4.6% exceplOl$ noted in 72 P.S. ~;~ 16
U) {72 P-S. 19118 (0) (1)].
'rhe tI.l'\ IlIW il11poMd on the net value of transfers to orforthe use of the decedent's siblings is12% 1"":2 P.S. ~~,~s (a) (1.3)]. A llliblin91, defined,
t.nder S.ction 9102, .. an indNicll,lal wtlO hl,.t lelll,,1 Qne Plllrent in /;iORTnon with the decedent. wheli'\cr by blood \.lr adoption.
.
SCHEDULE A
REAL ESTATE
COMMONV\'EAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECeDENT
- -
ESTATE OF
McDonald, Mary V
- --I FILE NUMBER ---
_____ __21 - 0~=-00590__
All real prol'erty owned solely or as a tenant in common must be reported at fair market value. Fair market value 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. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
-m,OO-O:Oo
223 Walton street, Lemoyne, Cumberland-C-ounty, PA(Sale Price)-
------- - --.--
TOTAL (Also enter on Line 1, Recapitulation)
117,000.00
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMOMNEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDonald, Mary V
I FILE NUMBER
__ 21 -()2~_0059~_
Include the proceeds of liligalion 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
DESCRIPTION
VALUE AT DATE
OF DEATH
2,382.00-
Miscellaneous-personal property--gross auction proceeds
2
County Taxes reimbursed at settlement
143.89
TOTAL (Also enter on Line 5, Recapitulation)
2,525.89
.
I
SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONlfIIEAl TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
"'ESTATE OF
- \FIL-E NUMBER-
u___21 ~ O~: 00590
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
McDonald, Mary V
SURVIVING JOINT TENANT(S) NAME
A Patr,CiaMcDonaldO'Brlen
ADDRESS
8109 }JawthomeLmle---
Elkins Park, P A 19027
RELATIONSHIP TO DECEDENT
-Daughter- -
JOINTLY OWNED PROPERTY:
N01J~ER F~~~JI~J-3~~~
TENANT JOINT
--- -- DESCRfPTIOllmF PROPERTY - -! - --
Include name of financial institution and bank account number DATE OF DEATH DOEYoCOD~S DATE OF DEATH
VALUE OF
or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTEREST DECEDENT'S INTEREST
estate.
A
08/2811964 Allfirst Account # 0058820698
10,546.43
50%
5,273.22
--- ----
TOTAL (Also enter on line 6, Recapitulation)
5,273.22
'*
SCHEDULE G 1
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY _ ~"
FILE NUMBER
21 - 02 - 00590
COMMONIJIIEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ITEM
NUMBER
McDonald, Mary V
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
------ ---- - ---
DESCRIPTION OF PROPERTY
Include the name of the transferee, their relationship to decedent and the dale of transfer
Atlach a copy of the deed for real estate.
AIIDrst Account #2184393
%OF
DECD'S
INTEREST
49;766.81 --100%-
DATE OF DEATH
ALUE OF ASSET
EXCLUSION
(IF APPUCABlE)
3,000.00
TOTAL (Also enter on line 7, Recapitulation)
TAXABLE VALUE
"46,766.81
--
46,766.81
*'
J_
SCH3JUL.E H
FUr.ERALEXPENSES&
ADMNS1RATlVECOSTS
_l__
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDonald, Mary V
I FILE NUMBER ---
____ 21~:: 0059~
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
_
A. FUNERAL EXPENSES:
Parthemore Funeral Home
DESCRIPTION
AMOUNT
--
2
Rolling Green Cemetery
3
Funeral Luncheon--Catalano's
B.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
1.
Social Security Number(s) I EIN Number of Personal Representative(s):
2.
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Eckert, Seamans, Cherin & Mellott -- Thomas P. Gacki
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
4.
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills of Cumberland County
Probate Bond--Hutter Agency
State
Zip
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Storage Credit at settlement
2
School Tax paid at settlement
Total of Continuation Schedule{s)
TOTAL (Also enter on line 9, Recapitulation)
- -
7,393.00
870.00
345.25
6,000.00
276.00
50.00
31.00
45.30
11,241.71
26,252.26
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
McDonald, Mary V
3
Transaction Fee paid at settlement
4 Realtor Commission
5 Realty Transfer Tax
6 Pest Inspection
7 Refuse Bill at Settlement
8 Final Sewer Bill
9 Tax Cettification Fee
10 AT&T
II Water
12 PPL
13 Landscaping for House
14 um
15 Verizon
16 Auctioneer's commission
SchedUe H
Fln!IaI Expens 8 S &
Mnnsbative CosIsconli1ued
_rLEN~I~BO~~ 00;;_
Page 2 of Schedule H
125.00
7,020.00
1,170.00
35.00
6.65
43.00
4.00
80.53
42.00
120.00
474.88
344.00
93.88
1,682.77
*'
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF --
McDonald, Mary V
Include unreimbursed medical expenses.
ITEM
NUMBER
-1 Comc.stBil!
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
DESCRIPTION
I FILE NUMBER--
___ 21_:02 -_00590__
----- ,----
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
110.79
110.79
ODHMONWEALTH Of PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT; Z80601
HARRISBURG, PA 171Z8-06Dl
*'
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE NO. 46
ACN 02123629
DATE 05-16-2002
IEV-l!ii4SEllAFPlU-IGI
EST. OF MARY V MCDONALD
5.5. NO. 185-14-8449
DATE OF DEATH 03-26-2002
COUNTY MONTGOMERY
TYPE OF ACCOUNT
o SAVINGS
IX] CHECKING
o TRUST
o CERTIF.
PATRICIA M OBRIEN
8109 HAWTHORNE LN
ELKINS PARK PA 19027
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
MONTGOMERY CD COURT HOUSE
NORRISTOWN, PA 19404
ALLFIRST BANK has provided the Pepart.ent with the inrorllation listed below which has been used in
calculating tha potential tax dUe. Their records indIcate that at the death of the above decedent, you were e joint owner/beneficiary of
this account. If you feel this infor.ation is incorrect, please obtain written correction frOIl the financial institution, attach e COPy
to this fo'" and return it to the above address. This account is taxable in accordance with the Inheritance TaK Laws of the C~alth
of Pennsylvania. Qu~stions lIay be answered by calling (717) 787-83Z7.
COMPLETE PART 1 BELOW
Account No. 0058820698
. . . SEE REVERSE SIDE FOR
oat. 08-28-1964
Established
FILING AND PAYMENT INSTRUCTIONS
Account Balance
Percent Taxable
A.aunt Subiect to Tax
Tax Rate
Potential Tax Due
10,546.43
X 50.000
5,273.22
X .045
237.29
To insure proper credit to your account, two
{Z) copies of this notice .ust accompany your
payment to the Register of Wills. Make check
payable to: "Register of Wills, Agentn.
NOTE: If tax payments are .ade within three
(3) lIonths of the decedent's date of death,
YOU .ay deduct a SX disc:ount of the tax due.
Any inheritance tax due will becolle delinquent
nine {9) .onths after the date of death.
PART TAXPAYER RESPONSE
[!] 1[..I!j~~!!!'I',E!lllm~"~mmi~.!i.~~.!~r~..e~.i.~.~"!J!l_I~~
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above infor.ation and tax due is eorrect.
1. You lIay choose to reMit payllent to the Register of Wills with two copies of this notice to obtain
a discount or avoid interest, or you .ay check box nAn and return this notice to the Registgr of
Wills and an official assesSMent will be issued by the PA Departllent of Revenue.
B. 0 The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be filed by the decedent's representative.
c. 0 The above inforllation is incorrect and/or debts and deductions were paid by you.
You .ust cQllplate PART ~ and/or PART ~ below.
PART
[!J
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
If you indicate a different tax rate, please state your
relationship to decedent:
PART
~
TAX RETURN - COMPUTATION
LINE 1. Oat. Established
2. Account Balance
3. Percent Taxable
4. Amount SUbjeet to Tex
5. Debts and Deductions
6. A~unt Taxable
7. Tax Rat.
8. Tax Du.
TAX ON JOINT/TRUST ACCOUNTS
OF
1
2
3
4
5
6
7
8
X
X
PAYEE
DESCRIPTION
AMOUNT PAID
I I
TOTAL IEnt.r on Urw 5 of T_ c_t.Uon) .
Under penalties of parjury, I declare that the fact.~1: have reported HOve .,.. tNM.I correct and
cooop1.t. to _ best of IIY know1.dgII _ b.1~;f: ~ HOME ( )
~.,.i!I( W K
',,' ,~;J., .", OR., (.. , )
. ,
GENERAL INFORMATION
1. FA.ILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSMENT with applicable interest based on infar_atiaR
sub.itted by the financial institution.
Z. Inheritance tax beco.es delinquent nine .ooths after the decedent"s date of death.
3. A joint account is taxable even though the decedent"s n~B was added as 8 .atter of convenience.
4. Accounts (including those held between husband and wife) which the decedent put in joint naMeS within one year prior to
death are fully taxable as transfers.
5. Accounts Bstablished jointly betwean husband and wife .ore than one year prior to death are not taxable.
6. Accounts held by a decedent "In trust for" another or others are taxable fully.
REPORTING INSTRUCTIONS - PART
1
TAXPAYER RESPONSE
1. BLOCK A - If the infar.aUon and co.putation in the notice are correct and deductions are not being clai.ed~ place an "Xn
in block nAn of Part 1 of the "Taxpayer Responsen section. Sign two copies and sub.it the. with your check for the a.ount of
tax to the Register of Wills of the county indicated. The PA Depart.ent of Revenue will issue an official asses~ent
(For. REV-1548 EX) upon receipt of the return from the Register of Wills.
Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent.s representative~ place an "xn in block "B" of Part 1 of the nTaxpayer Responsen section. Sign one
COpy and return to the PA DepartMent of Revenue~ Bureau of Individual Taxes~ Dept Z80601~ Harrisburg~ PA 17128-0601 in the
envelope provided.
3. BLOCK C - If the notice inforllation is incorrect andlor deductions are being clai.ed~ check block "C" and COMplete Parts Z and 3
according to the instructions below. Sign two copies and SUbMit the. with your check for the BIIount of tax payable to the Register
of Wills of the county indicated. The PA DepartMent of Revenue will issue an official asseSSMent (ForM REV-1548 EX) upon receipt
of the return fro. the Register of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
HOTE:
the date the account originallY was established or titled in the .anner existing at date of death.
For a decedent dying after lZ/12l82: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However~ there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the nuMber of accounts held.
If a double asterisk (..) appears before your first name in the address portion of this notice, the $3,000 exclusion
already has been deducted fro. the account balance as reported by the financial institution.
Z. Enter the total balance of the account including interest accrued to the date of death.
3. The percent of the account that is taxable for each survivor is deterMined as follows:
A. The percent taxable for joint assets established More than one year prior to the decedent.s death:
1 DIVIDED BY TOTAL HUMBER OF
JOINT OWHERS
EXBllple: A joint asset registered
DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE
SURVIVING JOINT OWNERS
in the naMe of the decedent and two other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) e .167 X 100
16.77. (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for assets created within one year of the decedent"s death or accounts owned by the decedent but held
in trust for another individual(s) (trust beneficiaries):
1 DIVIDED BY TOTAL HUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100
PERCENT TAXABLE
EXBllple: Joint account registered
the decedent.
1 DIVIDED BY Z (SURVIVORS) = .50
in the na~e of the decedent and two other persons and established within one year of death by
X 1011
507. (TAXABLE FOR EACH SURVIVOR)
4. The a.ount subject to tax (line 4) is deterllined by .ultiplying the account balance (line Z) by the percent taxable (line 3).
5. Enter the total of the debts and deductions listed in Part 3.
6. The Mount taxable (line 6) is deterMined by subtracting the dobts and deductions {1ine S} froM the aMount subject to tax (line 4).
7. Enter the appropriate tax rate (line 7) as deterMined below.
death to or for the use of a natural parent~ an adoptive parent~ or a stepparent of the child Is oZ.
The Uneal class of heirs Includes IllrandparlHlts.. parents.. chi1dren~ 8I"Id lineal descendents. "Children" Includes natural children
whether or not they have b_n adopted by others.. IIdopted children and step children. "lineal descendents" includes all children of the
natural parents and their descendents~ whether or not they have been adopted by others~ adopted descendents and their descendants
Bnd step-descendants. '"SIblings" are defined as Individuals who have at least one parent In co_on with the decedent~ whether by blood
or adoption. The "Collateral" class of heirs Includes all other beneficiaries.
Date of Death Spouse Lineal Sibling Collateral
07/01/94 to 12/31/94 3X 6X 15X 15X
01/01/95 to 06/30/00 OX 6X 15X 15%
07/01/00 to present OX 4.5%- 12X IS%"
It. ne ux rate i.posed on the net value of trans ers frOll a deceased Chl.LO 'twen'ty-one years of age or y
DUnger lit
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and deductions are detenelned as follows:
A. You legally are responsibh for paYMent.. or the .state subject to adMinistration by a per5Dm11 repNlsentatlve Is insufficient
to pay the deductible it_so
I. You actually paid the debts after death of the declldent and can furnish proof of paYHnt.
C. Debts being clalHd ....st be it_izlld fully In Part 5. If additional space is nellded.. use plain paper 8 Ill" x 11". Proof of
paYllent _y be requested by the PA Deparblent of Revllnue.
COMMONWEALTH OF PENNSYLVANIA
~PARTMEHT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. Z8C160l
HARRISBURG I PA 17128-06C11
*'
XNFORMATXON NOTXCE
AND
TAXPAYER RESPONSE
FILE NO. 46
ACN 02123628
DATE 05-16-2002
IU_15oU EX UP ("~D'l
EST. OF MARY V MCDONALD
5.5. NO. 185-14-8449
DATE OF DEATH 03-26-2002
COUNTY MONTGOMERY
TYPE OF ACCOUNT
lXI SAVINGS
o CHECKING
o TRUST
o CERTIF.
** PATRICI M OBRIEN
8109 HAWTHORNE LN
ELKINS PARK PA 19027
REHIT PAYHENT AND FORHS TO:
REGISTER OF WILLS
MONTGOMERY CO COURT HOUSE
NORRISTOWN, PA 19404
ALLFIRST BANK has provided the DepartMent with the infonlation listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedentl you were a joint owner/beneficiary of
this account. If YOU feal this info,-.ation is incorrectl please obtain written correction frOM the financial institution I attach a COPy
to this fo'-' and return It to the above address. This account is taxable in accordance with the Inheritance Tax laws of the COMMonwealth
of Pennsylvania. Questions May be answered by calling (717l 787-8327.
Date
Established
REVERSE SIDE FOR
02-23-2002
FILING AND PAYMENT INSTRUCTIONS
COMPLETE PART 1 BELOW
Account No. 2184393
.. IE IE SEE
A.ccount Balance
Pereent Taxable
AMount Subject to Tax
Tax Rate
Potential Tax DUd
x
49,766.81
100.00
49,766.81
.045
2,239.51
To insure proper credit to your accountl two
(2l copies of this notice Must aCCOMpany your
payaant to the RegIster of Wills. Make check
payable to: "Register of WillSI Agent".
x
NOTE: If tax paYMants are Made within three
(3) months of the decedent"s date of death I
you May deduct a 5Z discount of the tax due.
Any inheritance tax due will beCOMe delinquent
nine (9l Months after the date of death.
PART TAXPAYER RESPONSE
[!]llflll'~llllli:ll1i~II'a1i!i!I~11i~!i~~I~i,~!.~.~'~~~~I~~J~~,~!I:.!!..iil!i!i'~~~_~ii~~
[CHECK ]
ONE
BLOCK
ONLY
A. 0 The above InforMation and tax due is correct.
1. 'too .ay choose to re.it pay.ant to the Registsr of Wills with two copies of this notice to obtain
a discount or avoid interestl or you May check box "A" and return this notice to the Register of
Wills and an official asses$llent will be issued by the PA Dapartaent of Rev&nUQ.
B. D The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
to be f Had by the deC9dent' $ representative. '
c. 0 The above infor_aUon is incorrect and/or debts and deductions were paid by you.
You .ust COMplete PART 0 and/or PART 0 beiow.
x
If you indicate a different tax rate, please state your
relationship to decedent:
PART
[!]
TAX RETURN - COMPUTATION OF
LINE 1. Date Established 1
2. Account Balance 2
3. Percent Taxable 3
4. A.ount Subjeet to Tax 4
S. Debts and Deductions 5
6. AMount Taxable 6
7. Tax Rat. 7
8. Tax Due 8
TAX ON JOINT/TRUST ACCOUNTS
x
PART
[!]
DATE PAID
DEBTS AND DEDUCTIONS CLAIMED
PAYEE
DESCRIPTION
AMOUNT PAID
I
TOTAL lEnt... on Una S of T.,. CotnputaUonl
I
.
UncIer penalties of perjury" I declare that the
_late to the ....t of IllI knowladge and "'11l'f.
,;, ;, ;,~:-,,,,~~~,>:';
facts .1
''1''
,.,ji~,y
~r.,
have rtlPortttd above are tru., correct ..,d
HOME ( )
WORK:.( )
,..............',........ ....._u.........ro....
........., .............u.... .................
..............
, ,
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSHENT with applicable Interest based on information
~ltted by the financial institution.
2. Inheritance tax beco.es delinquent nine months after the decedent's date of death.
3. A joint account is taxable even though the decedent"s naee was added as a eatter of conveniencs.
4. Accounts (Including thOSB held between husband Bnd wife) which the decedent put in joint naees within one year prior to
death are fully taxable as transfers.
5. Accounts established jointly between husband and wIfe liars than ona year pdor to death arB nat taxable.
6. Accounts held by 8 decedent "in trust forR another or others ara taxable fully.
REPORTING INSTRUCTIONS - PART
1
- TAXPAYER RESPONSE
1. BLOCK A - If the lnfor.ation and cOllputation in the natica are correct and deductions are not being clai.ed... place en "X"
in block "A" of Part I of the "Taxpayer ResponsQ" sec:tion. Sign two copies and sub.it the. with your check for the a.ount of
tax to the Register of Wills of the county indicated. The PA Depart.ent of Revenue will issue an official asses~ent
(Fora REV-1548 EX) upon rec:eipt of the return fro. the Register of Wills.
Z. BLOCK B - If the asset specified on this notice has been or will be reported and tax paid with the Pennsylvania Inheritance
Tax Return filed by the decedent's representative, place an "X" in block "8" of Part I of the "TaXpaYer Response" section. Sign one
copy and ~etunn to the PA Department of Revenue, Bureau of Individual Taxes, Dept Z80601... HarriSburg, PA 171Z8-0601 in the
envelope provided.
3. BLOCk C - If the notice info~ation is incorrect and/or deductions are being claiMed, check bloc:k "C" and co.plete Parts Z and 3
according to the instructions below. Sign two copies and sub.it the. with your check for the a.ount of tax payable to the Register
of Wills of the county indicated. The PA DepartMent of Revenue will issue an official asses~ent (ForM REV-1548 EX) upon receipt
of the return frOM the Register of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
1. Enter
NOTE:
the date the account originally was established or titled in the .anner existing at date of death.
For a decedent dying after l2/1Z/82: Accounts which the decedent put in joint names within one (1) year of death are
taxable fully as transfers. However, there is an exclusion not to exceed $3,000 per transferee regardless of the value of
the account or the nu~ber of accounts held.
If a double asterisk ("") appears before your first na.e in the address portion o~ this notice, tha $3,000 exclusion
elready has been deducted fro~ the account balance as reported by the financial institution.
Z. Enter the total balance of the account inCluding interest accrued to the date o~ death.
3. The percent of the account that is taxable for each SUrvIvor is deten.ined as follows:
A. The percent taxable for joint assets established More than one year prior to the decedent's death:
1 DIVIDED BY TOTAL NUMBER OF
JOINT OWNERS
Ex~ple: A joint asset registered
DIVIDED BY TOTAL NUMBER OF X 100 PERCENT TAXABLE
SURVIVING JOINT OWNERS
in the na.e of the decedent and two other persons.
1 DIVIDED BY 3 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) = .167 X lOa
16.7% (TAXABLE FOR EACH SURVIVOR)
B. The percent taxable for aSSQts created within one year of the decedent"s death or accounts owned by the decedent but held
In trust for another individual( s) (trust beneficiaries):
1 DIVIDED BY TOTAL NUMBER OF SURVIVING JOINT
DWNERS OR TRUST BENEFICIARIES
X 100
PERCENT TAXABLE
ExaMple: Joint account registered in the na~e of the ~ecedent and two other persons and established within one year of death by
the decedent.
1 DIVIDED BY 2 (SURVIVORS) = .50 X 100 50% (TAXABLE FOR EACH SURVIVOR)
4. The aMount subjQct to tax Cline 4) is deter.ined by .ultiplying the account balance (line 2) by the PQrcent taxable (line 3).
5. Enter the total of the debts and deductions listed in Part 3.
6. The gount taxable (line 6) is deterllllned by subtracting the debts and deductions (line 5) froll the aMount SUbject to tax (line 4).
7. Enter the 8ppropdate tax rate (line 7) 8S deter.ined below.
bate of "Death Spouse Lineal Sibling Collateral
07/01/94 to 12/31/94 3X 6X ISX ISX
01/01/95 to 06/30/00 OX 67- 157- 157-
07101/00 to present OX 4.570_ 127- ISX
liThe tex rate iMposed M the n.t value of trensTers frOM a deceased child twenty-one years of age or y
ounger at
death to or for the use of a natural parent, an 8doptive parent, or a stepparent of the child is Q:iC.
The lineal class of heirs includes grandparents... parents... children... mnd l1neal descendents. "ChildrenR includes natural children
whetl'Mlr or not they have been adopted by others, adopted children and step children. "Lineal descendents.. includes all chUdren of th8
new",l parents and their descendents, whether or nat they hav. been adopted by others, 8dopted descendents and their descendants
.,d step-descendants. -Siblings" are defined liS individuals who have at least one parent in co_on wJth the decedent... whether by blood
or edoption. The "Collateral" class of heirs includes all other beneficiaries.
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Alla~able debts and deductions are deter.ined as follows:
A. You legally are responsible for paYMent, or the IIstate Subject to act.inistration by a personal r&presentativllJ is insufficient
to pay the deductible lte.s.
I. You actually paid the debts afbJr deatf1 of the d8Clldant and can fumishproof ofplIYlI8flt.
C. Debts being clai.ed MUst be iteMized fUlly in Part 3. If additionel space is nellded... use plain p_per e I/Z" x II~. Proof of
paYllent BY be rttqUllsted by the PA Dep_rblent of Revenue.
. ;;/
Ll
.1y, OMB NO. }~02'D2G5 ~
.. A.
.. B TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT lDFHA 20FmHA 3.DCONV UN INS. 40VA 5 !&JCONV INS
6 FILE NUMBER 17. LOAN NUM8ER
SETTLEMENT STATEMENT KLOSKE 1020173
8 MORTGAGE INS CASE NUMBER:
C NOTE' This form is furnishedro give you a sratl}m(;jn! (Jf actu:M ::;s,'t.'Gmenr costs. Amounts paid to and by the seuJemSllt agenr ars ,snOtv()
Items marked "[POCr (':ere paid outs/de (he closing" they are shown here for informational purposes and are not included m the torals
'0 ;'l191l (1<;IOekCl,CllQlKLO.s"'EIZOI
D NAME AND ADDRESS OF BORROWER: I E NAME ANO ADDRESS OF SELU~R ! F NAME AND ADDRESS OF LENDER:
JAMES P. X~OSKE i
I 8ROADVIEW MORTGAGE COMPANY
THOMAS A McDONALD, EXECUTOR
of the Estate of Ma.ry V. McDonald
G. PROPERTY LOCAl ION: H _ SETTLEMEN r AGENT' 23.2402316 I. SETTLEMENT DATE:
233 WALTON STREET PURITY ABSTRACT COMPANY
LEMOYNE PA 17043 July 19, 2002
CUMBERLAND County, Pennsylvania PeACE OF SEcTLEMENT
3329 Market Street
Camp Hili. PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION K. SliMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400 GROSS AMOUNT DUE TO SELLER:
101 Contract S:;l~es Price 117.00000 401. Contract Sales Price 117.000,00
102 Personal Pro ertv .102. Personal Pronertv
103. Settlement Ch3rqes to Borrower (linE! 1400 5,710.32 403.
104. Z002.03 SCHOOL TAXES to FAI7H A. NICOLA, TC 918.53 404,
105 405
Arl;ustmer/Is For Items Paid ev Sellsr in advance Adiustments For Items Paid By Seller in advance
106 Coun-t"tBoro T~J(es 07/19/02 to 01/01/03 14389 406 Countl:/Boro Tax.es 07/19/02 to 01/01/03 143.89
107. ClrvTax to 407 City fa:"{ to
108. School 1 ax to 408, School Tax to
109 409.
110 410.
111 411.
112 412
120 GROSS AMOUNT DUE FROM BORROWER 123,772.74 420 GROSS AMOUNT DUE TO SE!..LER 117.14389
ZOO. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deoosit or earnest money 1000CO 501 Excess De"'osit (See Instructions)
202. Prmclnal Amount of New Loan{s 120.510,00 502, Setllem~nt Charnes to Seller (Line 140Q'\ 8.27865
203. E~.Istir;ntoallrs) taken sub'ect 10 503 Existina 10ans'IIClken subiect to
2C4. 504 PaYDff Of first Mortgage
205 505 Pavoff of s~cond rV10rt ace
206. 506.
207 507. Deoosit disb as oroceeCls)
208, 508
209. STORAGE CREDIT 31.00 509. STORAGE CREDIT ::t" 31.00
AcJ.iustments For Items Unnaid Bv Seifer Adiustments For ~rems UnoBid 8v Ssll~r
~10. C~unty/8oro Taxes to I 510 Countv/Boro Taxes to
211. CltvTax to 511. CI Tax to
212 School Tax 07101102 to 07/19/02 4530 512. Schoo\Tax C7/01/02 to 07/19i02 4S,3C
213 I 513
214 514
215 515.
216 516.
217. 517 TRANSACTION FEE to PRUDENTIAL THOMPSON WO 12S,CC
218 518
219. 519
220 TOTA" PAiD BY/FOR BORROWER 121 .58G.30 520 TOTAL REDUCTION AMOUN I DUE SELLER 8.479.95
300. CASH AT SETTLEMENT FROMrrO BORROWER; 600. CASH A.T SETTLEMENT TO/FROM SELLER.;
301. Gross Amounl Due From Borrower <Line 120) 123,772.74 601. Gross Amoullt DUG To Seller (Line 4201 1-'.7,143.M
302 Less Amounl Pale 8y/For Borrower (Ling 220) ( 121,586.30) 602. Less RedlJctlons Due Selle( (Line 520) ( -SA 79 95.
TO! BORROWER , 2,156.44 603 CASH ( X TO)( ~ROM) SELLE,R / 108.66~
303 CASH ( X mOM J (
TnEo undsrsigned her&by acknowledge rec~ipt of a comp;eleo copy of pages 1&2 af this 5talem~nt & any a.tt3c'nments referred to herein. T~~ '~v /
C.
t
!
Borrower
Seller THOMAS A MGOON4LD. EXECUTOR
BY'
JAMES P KLOSKE
W'~
* sJ.D(Ly ~-Ui -t~ rY'-::'
+0 ~ (""-- rr-.Q v--<>-d
-trO(\'\. tloF-",i-cr-
~c:Z1 ZOOZ 81 In[
v~SG-lvv-lll:xej
lJIJdlS81J MIdrld
,';;f
pi
~).
"1
"'.C_".'
..,-l.
,~,{~~ ";'\l"L
...~ L. SETTLEMENT CHARGES
, 700. TOTAL COMMISSION 5asea an Price S 117,000.00 @
6.0000 % 7.020.00 PA'D ~...OA p~o ~Q.~~l
UIVlSlon or lomml$$.'on . 1M) , 'o7!aws BORRCwE. q's SElLER'S
I '",. ~ 3,030."" to PKUUt:N IIAL. I HUMt-'bUN Wuuu F=uI>j'OSIJ,T rUNo5:.'
I IV<. . J,400.V0 to ""'" u,,, '" "'~" CI. , IN\;. StHLI:>vlEtiT !:€nlfM!:~l
I IV' commiSSion \-",0 at "etllement I .U<VUU
I'u,. "VN eee to e;oN I UKY,l ~I.(;IONCK' " 'Ne;. '"oVL
aOO.ITEMS PAYA"Le IN WITH LOAN
I aUI. LOdrl ung1r\all0n rl::€ l.UUUU " to IMOK I 1.<UO.
Il:'.U2. Loan Discount v.ouuv % \0 BROAD'/lcvv MV 6D2.5~
I bUJ MfJf.lrC:ISi3ll-ee to , ,",V" ,J< "ve;
IOU4 ,,,eOll Kepon to IMUI ~NY .,U ~V~
lou:J LSnoers Ir1SpeGE10n r-ee to
I QUO r- ooa Lert Fee 10 ''''VI e;UO/IH'''' '"OU
I bUt. I ax "ervlce t-ee to IMVI e;' 75.DU
1 ouo. uocumenl t-='repl'ee [0 O",V"UVI"" OIl' 4UU.UU
IhV"
10 IV.
10>1
900. ITEMS REQUIRED IlY LENDER TO BE PATD IN ADVANt;C
&01, \r,IErrI3S( Frorn 07(,9102 <0 OtllOl/02 @ . lB..j,O()OOiQily ( 13 d03y6 ~/"J 241.01-1
Cl gage nsurance I-'remlurn I':Ir months to
I 'dU,)_ H~z.am Insurance I-'remlum or l.U Yflars 10R:T ,-we ,LU" ~UG
I "U4.
I "Uo.
1000 RESERVES DEPOSITED WITH LENDER
1001 Haza.rd Insur3nce 2,OlJU mOlltns' @ ~- ; T42 per month 34.84
lUU'::_ MOrtgage nsurance 2.000 mO.1ths '" S 117.50 per .'TIDn '-'OUW
1003_ county/Boro Taxes ti.QUO fnOr'llt'ls ,. 26_31 par mOnth ",,8 .21
lUU4. c,ty lax mant IS -, par month
lVUo. ~cnoo' I ax --Lona months -, 7034 par month "J.O'
~ mOrllr:; > per mOil
mont:; (a) per mon
[c IADJ montrs IJi1 S per mon -10'A'
1100. lITLE CHARGES
1101, Settlement Of Closing Fee tD
"U, ~uslracl or Title S.arch 0
1-11uJ Jtle Examinalior, 0
; 11 U4_ InSured ClosmQ ~il[!ei !O ,rst AmencanlTtle I1surance Co,
llU:>. uocumen\ PreparallDn to tCX,!::;,KI, I&M . LLe; ct;.U/--'Ul,;
11 06 Notary "'08S o e;A~r 12.00
: ,1UI AnOn\\1YS l-ees 0
(lnclUoes fJDQVe !rem nlJmDers: )
,11Utl. 11M rnsurance o PUKI 00.'0001 963.7
(mClu(J13S aOOVEl I[em numners: )
I ' 'V". cenoer s ~overage ~ ,,"u_'>lv.Uv
I-I-IIU, uwners I"..overagtl ~ llf.VUU.VU
I'" r~ C" 'olVU.JVD."UU to PURl RAe. & AKM <vu U'
Illl L uvernlgm r-€E:/pacKage to ~UI<[ (M~ I KAlO e;UM~"N 'O.OU
1'11"
1Z00. ",""v",DING AND TRANSFER CHARc;e5
1201 Recording Fees- Deed $ 29.50; Mortgage S 62_50: Releases S 92001
ax/"tamps.ueelf- 1.1 ru.uu, Mongage - ,.170.ovl
I' LUL \.-trrylLOunty
11LU,j. >::ltatelax/Stamps Kevenve Sta,mf)S 1,1 IO,au: MortQage I IfU ~O.
1'204. to RECORDER OF DEEDS Ifuul
1"00. ~ I I
1300. ADDrnONAL ~e' 'LeMcNT CHARGES
1301. Survey to
,302 Pest Jnspec ran to .INo. 30 00
lJVJ jKU U I ' ~34 '0 I a; LEMDYNo LI Jo o 6~
'''''' ., to -hOD
lJOO. IAXC"KI .,," 10 FAil H NICUU\. r 4 DC
1400. IOlAL. SETTLEMENT C~A~GE.S (Entor on lines 103, S€ctiQnJancsO~. Section K) 5.710.'2 8 <f:l~"
. .- ~, .. ..' ,., - - ,-I ,,{Ol co"'. ,0'::1::0 C~ ~(:ll OJ 2 0' :~i. 1..0 <>~B Sl<!:[-r",:nl
3~ ~liJ,1 nil D~~" . <), .~,' .1~ce'm_o1.. Ire ,,'Qr,,\Cr~_ <IC~ 0 €I"~", ~€1 r
"
P.
.,';;11
if
1
1
I
I
PURITY A8S I KAC I COMPANY
Settlement Agent
Certified to be a true copy.
I ~,_C$o(=' ><L05t<.E .t'.,
('n.~
('7' 7T ,7nn7 ':'T 1 n(
17C'C";7-TI7I7-JT) "YP-l
I-\l--l':..ll COH ! 1 T'Jn.-l
(I)
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
MARY V. MctxJNALD
Date of Death: MARCH 26, 2002
Estate No.:
2002-0590
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes IKl No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No Qgl:
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.iQi No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphan' 0 rt and may be
2/ V;;:hed to this report. 72-r
~ Signature
Date:
......:t
Cl
THomas P. Gacki
Name
213 Market St., 8th Fl., Hbg., PA 17101
Address
c.:)
I
717.237.6093
Telephone No.
~-
Capacity: 0 Personal Representative
o Counsel for personal representative
uA
Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/02/2005
GACKI THOMAS P
213 MARKET STREET
8TH FLOOR
HARRISBURG, PA 17101
RE: Estate of MCDONALD MARY V
File Number: 2002-00590
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 3/26/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
c./
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
uJ
~
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: tY\Qry L. VY'LwnClid
Date of Death:
Estate No.:
2cP-Z - 00'590
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 wh~r administration of the estate is complete:
. Yes g--- No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did t~rsonal representative file a final account with the Court?
Yes I!1P' No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the person~ rwresentative state an account informally to the parties in
interest? Yes I..B' No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphan' urt and may be
attached to this report.
Date: :3 ~ 3/0S
C.:'
.j
~ . rrclxr'Clla
{:<)
L\~ :;'
Name
\ \ 2 \ ~+tC l 0i/(1J-
AddrtGlLc ~
~ .3~7JJI
Co 44 3Cf1z
Capacity:
Telephone No(CO (p -:SJ
~ersonal Representative
o Counsel for personal representative
'N0
.~