HomeMy WebLinkAbout02-0884
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Die!> To YOllng
a/so known as
21-02-884
No.
To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 207-09-1704 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executrix
in the last will of the above decedent, dated F!>hrll" ry 1 R
and codicil(s) dated
named
,J{~2
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h last family or principal residence at 231 Wal ton Street
Lemoyne. PA 17041
(list street, number and muncipality)
Decendent, then 90 years of age, died Sp['t-pmhpr ?3 ,xlt ?OO?,
at Wp~r !=:hnrp Hp:::.l f-h R. RAh:::llh rt::lnrQr
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:
Decendent 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
situated as follows: 7.11 W" 1 ton Street, Lemoyne PA
$?O 000 00
$ ,
$
$ j6,6R(),{)(:;1
1704
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters tes tamen tary
theron.
(testamentary; administration c.La.; administration d.b.n.c.t.a.)
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"/VA YlkRlf. YOUNG,
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FeND 1,4 P;l I 70;)5 -I:; 3 7
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I S8
COUNTY OF Cumberland j
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correCI to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscnbed { ~;~/)AL2IDVJd '"
before me this 1st day of tf ~.
OCTOBER 'I1J2002 ~
/7_ ~/h;~/n;z~~~ !
~o. 21-02-884
Estate of
Dir.p T. VOllng
. Deceased
DECREE OF PROBATE A~D GRA~T OF LETTERS
AND NOW OCTOBER 1 X~ 200 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated F"hrll"ry 1 R 1 7007
described therein be admitted to probate and filed of record as the last will of Dice L. Young
and Letters 'T'p~t-;=tmpnt-:::!ory
are hereby granted to Tina Marie Youno
rf2.mh'7IJ YJ:l ~//J /d, ~..u'X
Register of Wills ~ ~ ~,y
FEES
Probate, Letters, Etc. .........
Short Certificates( )..........
~';-r&'ii~ra'lion ................
JCP
$
$
$
$ 5.00
TOTAL _ $ 258.00
.. p.c:rOllER .1.. .2002...............
235.00
12.00
6.00
William C. Dissinger (27737)
ATTORNEY (Sup. Ct. I.D. No.)
400 s. state Rd.. Marysville PA 17053
ADDRESS
(717) 957-3474
Filed
PHONE
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21-02-884
LAST WILL AND TESTAMENT
OF
DICE L. YOUNG
I, Dice L. Young, of 231 Walton Street, Lemoyne, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils heretofore
ma.de by me.
ITEM I. I direct that all my debts and funeral expenses,
including my cemetery lot and grave marker and all expenses of my
last illness, shall be paid from my residuary estate as soon as
practicable after my death as part of the expense of the
administration of my estate.
ITEM II. I devise and bequeath all of my estate of every
nature and wherever situate to my wife, Pauline E. Young, if she
survives me by thirty (30) days.
ITEM III. If my wife, Pauline E. Young, predeceases me or dies
on or before the thirtieth day following my death, I devise and
bequeath all of the rest, residue and remainder of my estate of
every nature and wherever situate as follows:
A. 4% thereof to CALVARY UNITED METHODIST CHURCH, Market
Street, Lemoyne, Pennsylvania.
B. 96% thereof to my granddaughter, TINA MARIE YOUNG.
ITEM IV. I direct that any and all Inheritance, Estate and
Transfer taxes imposed upon my estate passing under my Will or
otherwise, shall be paid out of the principal of my residual estate.
~
.-
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ITEM V. I appoint my granddaughter, Tina Marie Young,
Executrix of this my Last Will and Testament. In the event of her
renunciation, death, resignation or inability to act for any reason
whatsoever, I appoint Elizabeth Ann Bobb, Executrix of this my Last
Will and Testament. I relieve my Executrix from the necessity of
posting security in connection with her duties as such in any
jurisdiction in which she may be called upon to act.
ITEM VI. This Will is not the product of any contract or
agreement between me and my wife, Pauline E. Young, and my wife
shall be free to dispose of any property (whether acquired under
this Will or otherwise), either during her lifetime or by Will, as
she deems proper in her sole discretion.
ITEM VII. In the event my wife,
such circumstances that there is
Pauline E. Young, dies under
not sufficient evidence to
determine absolutely whether she survived me, I direct for purposes
of this Will that she shall be conclusively presumed to have
predeceased me.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Last
Will and Testament, which consists of ~ pages, to each of which
I have affixed my signature this ~ day of f~r- two
thousand and two (2002).
<A' 1 ~
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Dice L. Young
.-
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF _r..L.I....t_AJ.
We, Dice L.
ss
Young,
and
the
()J ;; JA,:v..
testator
11, 1\
~ L\-'~U~V _ and
and the witnesses
respectively, are signed to the attached or foregoing
instrument, being first duly sworn, do hereby declare to the
undersigned authority that the testator signed and executed the
instrument as his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence
and hearing of the testator, signed the Will as witness and that to
the best of their knowledge the testator was at that time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
~dl <,
Dice L.
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IUd J
Witness
(~1;'.ll4..}}~t/1.c71 ;['1.Ul:
Witness (6'
Subscribed and sworn to and acknowledged
before me by Dice L. Young, Testator
and subscribed and sworn to and acknowledged
before me bYe, t:, - . .-c, and
. ,witness this
, 2002.
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Dice L. Young
Date of Death: September 23, 2002
Will No. 21-02-0884
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6 (a) of the urphaIl's Cuurt Rules was se:c-v-ed on ur mailed
to the following beneficiaries of the above-captioned estate on
10/03/02:
Name
Tina Marie Young
Calvary United Methodist Church
Address
725 Tower Road
Enola, PA 17025-1337
700 Market Street
Lemoyne, PA 17043
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except NONE
Date: 10/03/02
Capacity:
,w~l2dq,_
Signature .
Name: Dissinger and Dissinger
Address: 400 S. State Road
:~1arys-vrille I FA
.., ~"....-.
...L.iV:.;J..)
Telephone: (717) 957-3474
Personal Representative
'f
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
DISSINGER WILLIAM C
28 NORTH THIRTY-SECOND ST
CAMP Hill, PA 17011
__nnn fold
ESTATE INFORMATION: SSN: 207-09-1704
FILE NUMBER: 2102-0884
DECEDENT NAME: YOUNG DICE l
DATE OF PAYMENT: 12/20/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 09/23/2002
NO. CD 001972
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $5,818.90
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: WilLIAM C DISSINGER
CHECK# 506
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$5,818.90
DONNA M. OTTO
DEPUTY REGISTER OF WillS
rl- 9/- ?
~. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
WILLIAM C DISSINGER
400 S STATE RD
MARYSVILLE PA 17053
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-10-2003
YOUNG
09-23-2002
21 02-0884
CUMBERLAND
101
*'
REV-15~1 EX AFP 101-05>
DICE
L
Allount Rellitted
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 ~
REV=isW-Eif-AFP--ioFoiY-NoYicniF-.X-NHERTi'AifcE-':AX-A-ppiiXisEi'-€NT~--A[i-oWANCE-cfR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YOUNG DICE L FILE NO. 21 02-0884 ACN 101 DATE 02-10-2003
TAX RETURN WAS.. [X I ACCEPTED AS FILED
I CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.00 X 00 = .00
136,114.73 X 045 = 6,125.16
.00 X 12 = .00
.00 X 15 = .00
[191= 6,125.16
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate {Schedule AJ
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable {Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
[II
121
131
141
151
[61
171
96.680.00
.00
.00
.00
56,802.14
.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
191
1101
6,155.22
7.410.77
1111
1121
1131
1141
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
153,482.14
13 ~6~ QQ
139,916.15
3,801.42
136,114.73
.
1+1 AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID I-I
12-20 2002 CDOO1972 306.26 5,818.90
TOTAL TAX CREDIT 6,125.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Dice L. Younq
Date of Death: September 23. 2002
Will No. 2002-00884/PA#21-02-0884
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th8 above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b, The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No X
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attache_t~ this report.
Date: May 16. 2003
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William C. Dissinger
Name (Please type or print)
400 South State Road
Marysville, PA 17053
Address
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(117 ) 957-3474
Te I. No,
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Capacity:
Personal Representative
X
Counsel for personal
representative
(MAH:rmf/AM3)
REV-15!lOEX(6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
'* COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
!z Young, Dice L.
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
W 09/23/02 08/13/12
(.)
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[!] 1. Original Return
D 4. Limited Estate
o 6. Decedent Died Testate (Attach copy of Wi I)
D 9. Litigation Proceeds Received
!'iTl:llllle(:, ON!MulIl1IIIlEil;o PLEiTE
NAME
William C. Dissinger
FIRM NAME (If Appicabl&)
Dissinger & Dissinger
TELEPHONE NUMBER
(717) 975-2840
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of d&ath afl&r 12-12-82)
07. Decedent Maintained a living Trust (Al1adloopyof Trusl)
o 10. Spousal Poverty Credit (date of death b&tw&en 12-31_91 and 1-1-9S)
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FILE NUMBER
21 02
0884
COUNTY COOE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
207-09-1704
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date ofdeath prior to 12-13-82)
o 5. Federal Estate Tax Return Required
~ 8. Total Number of Safe Deposit Boxes
o 11. Eleclion to tax under Sec. 9113(A) (AllachSchO)
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LI.J CORRE "ONDENCE'il:N ON FIDE ' ;U INFOR :ATIO/fl ,
COMPLETE MAILING ADDRESS
28 N. 32nd Street
Camp Hill, PA 17053
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1. Real Estate (Schedule A)
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 & Administrative Costs (Schedule H)
10. Debts of Decedent. Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
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15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x .0
16. Amount of Line 141axable at lineal rate
136,114.73 x.O !5_ (16)
17. Amount of line 14 taxable at sibling rate
...____ x .12 (17)
18. Amount of Line 14 taxable at collateral rate
x .15 (18)
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
96,680.00
56,802.14
(8)
6,155.22
7,410.77
(11)
(12)
(13)
153,482.14
13,565.99
139,916.15
3,801.42
(14)
136,114.73
(15)
6,125.16
(19)
6,125.16
"" ',!i1'li~II~!,~E 'S R~II'J;!:l'~
Rii"'l:l!lIQ ES1Itl~SlIO E
Decedent's Complete Address:
STREET ADDRESS
231 Walton Street
CITY I STATE I ZIP 17043
Lemoyne PA
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credil
B. Prior Payments
C. Discount
(1)
6,125.16
5,818.90
306.26
3. InteresUPenalty if applicable
D. Interest
E. Penalty
Tolal Credits (A + 8 + C) (2)
6,125.16
TOlallnteresUPenalty ( D + E ) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAVMENT,
Check box on Page 1 Line 20 to request a refund (4)
0.00
0.00
8. Enler the tolal of Line 5 + SA. This is Ihe BALANCE DUE.
(SA)
(58)
0.00
0.00
0.00
0.00
0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the differenoe. This Is the TAX DUE. (5)
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did deoedent make a transfer and: Ves No
a. relain the use or income of the property transferred;.................................... ................................. ................... 0 [KJ
b. relain the right to designate who shall use the property transferred or its income; ....................... .................... 0 [KJ
c. retain a reversionary interest; or................................................................. ................... .................................... 0 [i]
d. reoeive the promise for life of either payments, benefits or care? ........... .. ..................................................... 0 [iJ
2. If dealh occurred after Deoember 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................. ..................................... ....................... 0 [K]
3. Did deoedent own an 'in trust fo,' or payable upon dealh bank account or secunty al his or her death? .............. 0 [KJ
4. Did deoedent own an Individual Retirement Accounl, annuity, or other non-probate property which
contains a beneficiary designalion? ............................................................................................. .......................... 0 [KJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
Under penalties of pe~ury, I declallllhat I have examined this return, including accompanying schedules and stataments, and 10 the best of my knowledge and balief, it is true, correct
and complete.
Declaration of preparerolher than the parsonal represeolalive is based on all information ofwhidl p reparer has any knowledge.
__~ J7~AT~ ~C/L):Z
~~ t'
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. 99116 (a) (1.1) (ill.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)].
The statute does not exemot 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. 99116(a)(1.211.
The lax rate imposed on the net value of transfers to or for the use of Ihe deoedenfs lineal beneficianes is 4.5%, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The lax rate imposed on the net value of transfe.. to or for the use of the decedenfs siblings is 12% [72 P.S. 99116(a)(1.311. 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.
REV-1502 EX+ (6-98)
*'
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Dice L. Young
FILE NUMBER
21-02-0884
All real property 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 properly would be
exchanged between a willing buyer and a willing seller, neither being compelled 10 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
96,680.00
231 Walton Street
Lemoyne, PA 17043
Map No. 12-22-0820-003
Cumberland County Deed Book 0, Volume 11, Page 9
TOTAL (Also enter on line 1, Recapitulation) $
96,680.00
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX+ (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Dice L. Young
FILE NUMBER
21-02-0884
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. Account #1000000157 with Waypoint Bank
2. Account #1060000791 with Waypoint Bank
3. Miscellaneous Personal Property
VALUE AT DATE
OF DEATH
6,418.43
3,923.00
1,580.00
2,850.95
5,464.35
5,464.35
3,448.81
3,122.33
2,741.33
1,307.61
2,850.95
5,464.35
3,448.81
1,925.94
2,741.33
4,049.60
4. Protected Home Mutual Life Insurance Co. #822827
Protected Home Mutual Life Insurance Co. #824956
Protected Home Mutual Life Insurance Co. #824958
Protected Home Mutual Life Insurance Co. #835356
Protected Home Mutual Life Insurance Co. #818974
Protected Home Mutual Life Insurance Co. #824754
Protected Home Mutual Life Insurance Co. #845417
Protected Home Mutual Life Insurance Co. #822828
Protected Home Mutual Life Insurance Co. #824957
Protected Home Mutual Life Insurance Co. #835355
Protected Home Mutual Life Insurance Co. #818973
Protected Home Mutual Life Insurance Co. #824753
Protected Home Mutual Life Insurance Co. #845416
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
56,802.14
REV-1511 EX+ (12-991*
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Dice L. Young
FILE NUMBER
21-02-0884
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. 10/10/02 Musselman's Funeral Home 5,220.00
10/10/02 Tina Marie Young - reimbursement for miscellaneous expenses associated with funeral 397.63
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 0.00
Name of PerSOl'\al Represel'ltative{s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City Slate_Zip
Year{s) Commission Paid:
2. Attorney Fees 0.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
Cily State_Zip
Relationship of Claimant to Decedent
4. Probate Fees 258.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7. Cumberland Law Journal 75.00
8. Patriot News 56.59
9. Magee Auction Company (appraisal) 75..00
10. Tina Marie Young (reimbursement for payment of lawn care) 70.00
11. Waypoint 8ank (cost of estate checks) 3.00
TOTAL (Also enter on line 9, Recapitulation) $ 6,155.22
Debts of decedent must b. reported on Schedule I.
(If more space is needed. insert additional sheets of the same size)
REV-1512 EX+ (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Dice L. Young
FILE NUMBER
21-02-0884
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. Beverly Enterprises (rehabilitation charges for Dice L Young)
VALUE AT DATE
OF DEATH
2. Beverly Enterprises (rehabilitation charges for Pauline E. Young who died 08/06/02
and for which Dice L Young was responsible and for which the Estate of Dice L
Young is liable)
150.00
1.617.80
3. Health South Rehab of Mechanicsburg 39.30
4. Quantum Imaging & Therapeutic Assoc. 7.13
5. Internists of PA 19.77
6. Internists of PA 57.82
7. Holy Spirit Hospital 15.14
8. Holy Spirit Hospital 9.19
9. West Shore EMS (3 bilis) 224.45
10. Pennsylvania Neuro Assoc. Ud 12.78
11. West Shore Anesthesia 3.94
12. OSL DBA Ortho Institute of PA 49.70
13. Neurological Surgery. Ud 5.29
14. Waypoint Bank Card Services 29.59
15. Verizon 50.22
16. Pennsylvania-American Water Co. 33.54
17. PPL 64.70
18. Country Meadows (retirement home charges) 5.020.41
TOTAL (Also enter on line 10. Recapitulalion) $
7,410.77
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
'*
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Dice L. Young
FILE NUMBER
21-02-0884
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS ~nclude oubight spousal distributions, and transfers under
Sec. 9116 (al (1.2)]
Tina Marie Young Granddaughter 96% ($91,234.02)
725 Tower Road
Enoia, PA 17025-1337
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Calvary United Methodist Church 4% ($3,801.42)
700 Market Street
Lemoyne, PA 17043
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 3,801.42
(If more space is needed, insert additional sheets of the same size)
RM02CO
'CAMPBEDR
Waypoint Bank
Customer portfolio
9/23/02
16:26:23
DICE L YOUNG
231 WALTON ST
LEMOYNE PA 17043-2025
TIN 207-09-1704
Phone 717 774-5080
Reg-O
User Nbr
*Notes*
Home
Type option, press Enter
l=Inquiry 8=eAccess 9=Title
JTOJTO
Opt
Application
Demana LJep
Savings
Account
1UUUUU01~"
1060000791
Rel Typ Off Brn
;:rro S- - m
JTO A 010
Balance
6,418.43
3,923.00
Avail Balance
6,418.43
3,923.00
F2=Fold/Onfol~ F3=ExLt F4=Help F5=Totals F7=Rel F8=Notes FIO=Options
F1l=Chg View F12=previout F14=Add ~ote F15=ALLView F17=Subset F21=print
(c) 1998 ALL TEL rnformation ~ervices, Inc.
MAGEE AUCTION COMPANY
320 Cameron Street
MarysvilIe, PA 17053
717-957-4878
October 24, 2002
To: Mary Dissinger, Attorney at Law
Marysville, P A
Re: Appraisal for Estate of Dice L. Young - Contents of Property
Located at 231 Walton Street, Lemoyne, P A 17043
Living Room
22 Inch Zenith TV - 5 years old
Conn Organ - 25 years old
Two Floor Lamps
Two Lazy Boy Chairs
Grandmother Clock
Loveseat
Table Lamp
Blonde Record Cabinet
Magazine Rack
Round etched Mirror
$ 75.00
$ 20.00
$15.00
$150.00
$ 30.00
$ 30.00
$ 10.00
N/C
$ 15.00
$ 35.00
Dining Room
1950's Style Cabinet - buffet server, table and
Four Chairs
Dishes-Service for eight - Castleton - China -
Made in USA
Six Ruby Custard Dishes
Ruby Candy Dish - Divided
Silver - Service for 8
Dish - Blue Swirl Depression- three footed
Blue Salt & Pepper Shaker
$175.00
$ 50.00
$ 20.00
$ 5.00
$ 70.00
$ 5.00
$ 5.00
Page #2
Re: Appraisal for Estate of Dice 1. Young - Contents of Property
Located at 231 Walton Street, Lemoyne, P A 17043
Kitchen
Formica Table with four Chairs
White Westinghouse Chest Freezer
Microwave
Two Casserole Dishes - 1930's
Misc. Pots & Pans
Iron Skillet - Wagner #9
$ 10.00
$ 50.00
$ 20.00
$ 30.00
$ 15.00
$ 15.00
Basement
1950's Side Chair - Gold
Magazine Cabinet
Mahogany Six Legged side table
Wooden Green Glass Lamp - Tiffany Style
Wooden Child's Rocker - TWO
Tank - Painted-Desk & Chair
Three Leg Round Table
Mission Morris Rocker
Metal Floor Lamp
Tan Painted Lamp Table
Rocker
Dining Room Table-Maple
Mahogany Bookcase
Young Adult Books-approx. 30
GE Washer & Dryer - Heavy Duty
1950's Style Kitchen Table-Granite Top
N/C
N/C
$ 50.00
$ 50.00
$ 40.00
$ 15.00
$ 20.00
$ 75.00
$ 10.00
N/C
$ 5.00
$ 20.00
$ 30.00
$ 10.00
$ 100.00
$ 20.00
Bedroom
Three Piece - Depression Style Bedroom Suite
Including 5 drawer chest, mirror & Bench
Three Glass Table Lamps
Small End Table
Floor Fan
Coatrack
$ 25.00
$ 10.00
$ 5.00
$ 10.00
$ 5.00
Sewing Room
Jewelry - approximately 50 pieces
Sewing Table
Cherry Desk & Chair
Three Brass Like Floor Lamps
White Sewing Machine
Two Desk Lamps
$ 30.00
$ 5.00
$ 10.00
$ 20.00
$ 25.00
$ 5.00
Attic
Domestic Treadle Sewing Machine
Blanket Chest
Metal Typing Table
Wicker Plant Stand
Various Children's Toys
$ 75.00
$ 40.00
N/C
$ 5.00
$ 15.00
1 believe the total value of the above would not exceed $1580. This total is based on
values that we believe could be reached if these items were offered at public auction.
David 1. Magee
AU 3753 L
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LAST WILL AND TESTAMENT
OF
nICE L. YOUNG
I, Dice L. Young, of 231 Walton Street, Lemoyne, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils heretofore
made by me.
ITEM I. I direct that all my debts and funeral expenses,
including my cemetery lot and grave marker and all expenses of my
last illness, shall be paid from my residuary estate as soon as
practicable after my death as part of the expense of the
administration of my estate.
ITEM II. I devise and bequeath all of my estate of every
nature and wherever situate to my wife, Pauline E. Young, if she
survives me by thirty (30) days.
ITEM III. If my wife, Pauline E. Young, predeceases me or dies
on or before the thirtieth day following my death, I devise and
bequeath all of the rest, residue and remainder of my estate of
every nature and wherever situate as follows:
A. 41> thereof to CALVARY UNITED METHODIST C:oURGl, Markee
Street, Lemoyne, Pennsylvania.
8. 961> thereof to my granddaughter, TINA MARIE YOUNG.
ITEM IV.
I direc:: ::h3.t aD!" and a1]" I:-..:".2rl::ac::=, :::s::ace a:--.::',
Transfe~ taxes
i~pose:::. '-':''O0:-~ r-'.::' estate pass:::"3 u.nde~ my ~Jill
otherwise, s~~ll be p~:~ O~:: of she principal c~ mv residual estace.
ITEM V. I appoint my granddaughter, Tina Marie Young,
Executrix of this my Last Will and Testament. In the event of herl'
renunciation, death, resignation or inability to act for any reason
whatsoever, I appoint Elizabeth Ann Bobb, Executrix of this my Lastl
Will and Testament. I relieve my Executrix from the necessity of
posting security in connection with her duties as such in any
jurisdiction in which she may be called upon to act.
ITEM VI. This Will is not the product of any contract or
agreement between me and my wife, Pauline E. Young, and my wife
shall be free to dispose of any property (whether acquired under
this Will or otherwise), either during her lifetime or by Will, as
she deems proper in her sole discretion.
ITEM VII. In the event my wife,
such circumstances that there is
Pauline E. Young.- dies under
not sufficient evidence to
determine absolutely whether she survived me, I direct for purposes
of this will that she shall be conclusively presumed to have
predeceased me.
IN WITNESS WHEREOF, I have hereunto set my hand to this my Lasti
2. I
Will and Testament, which consists of pages, to each of which:
I have affixed my signature this \J'J:!. day of Glr- twol
I
thousand and two (2002)..
12' lr/'"-
<'0 -7"6 ()i\./G
Dice L. Young
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF J~L-\.U1
We, Dice L. Young, and
~ I V.
J I n /1 (L, It; 1// {, ""'r7(.,.1/,/
-1
respectively, whose'names are signed to the attached or foregolng
instrument, being first duly sworn, do hereby declare to thel
undersigned authority that the testator signed and executed the
instrument as his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence
and hearing of the testator, signed the Will as witness and that to
the best of their knowledge the testator was at that time eighteen
years of age or older, of sound mind and under no constraint or
undue influence.
l U jl~,-~~
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and the
I
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I
and
ss
the
testator
witnesses
~d /"".
Dice L. Yo
"', '!
i{/<.-..t!. La f
Witness
"'~/~' " (
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Wltness .
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"_\...'...i_ c. I~_C/~_ ~
I <J'
Subscribed and sworn co and
before me by Dice L. Young,
and subscribed and sworn to
~~ore m;: by iA) <'i<::,,--,,, (:.
! _/'-"1 V ," / '-i,~"",_,
l "i, ,. day of
acknowledged
Testator
and_acknowledged
G_":'!:...~I.;'1,("L-C I an::'
witnesseS this
, 2002.
~II
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PROTECT~~n HOME MUTUAL
LIFE INSURANCE COMPANY
30 EAST STATE STREET . SHARON, PA 16146 . PHONE: 724-981-1520
CLIENT SERVICES DEPARTMENT
November 20, 2002
Ms Tina Young
231 Walton Street
Lemoyne, PA 17043
Re: Policy Nos. 822827,822828,824956,824957,824958,835355, 835356, 818973, 818974, 824753,
824754, 845416, and 845417
Dear Ms Young:
This will acknowledge receipt of your telephone call to this office, concerning the above policies.
At your request, we have calculated the cash value of each of the above policies as of September 23,
2002. These values are listed below.
Policy No. 822827 - $2,850.95
Policy No. 824956 - $5,464.35
Policy No. 824958 - $5,464.35
Policy No. 835356 - $3,448.81
Policy No. 818974 - $3,122.33
Policy No. 824754 - $2,741.33
Policy No. 845417 - $1,307.61
Policy No. 822828 - $2,850.95
Policy No 824957 - $5,464.35
Policy No. 835355 - $3,448.81
PolicyNo 818973 - $1,925.94
Policy No. 824753 - $2,741.33
Policy No. 845416 - $4,049.60
If you have any questions concerning this information, or if we can be of any further service to you in the
future, please do not hesitate to contact this office. You may call, toll-free, at 800-223-8821.
~i ely ~/?<1'\1C
u::;7 / II
urie McQuilken
Client Services
LJM
cc: Mr. James L Miles, Agent
[>I"i ','/ PI
rAXES ARE IN ESCROW. PlEASEFORWAH'u I'''......
'TICE TO YOUR MORTGAGE COMPANY
A"-'
,
FAITH A. NICOLA, TAX COLLECTOR
665 MARKET STREET
LEMOYNE, PA 17043
~
MAP NO: 12.22-0820-003
231 WALTON STREET
ACRES .230
Residential With Bundings
RESIDENTiAL
"
',"
YOUNG, DICE L ETUX
231 WALTON STREET
LEMOYNE P A 17043
'ICE
JI'lS'
MONDAYS 4-6PM TUES&WED 9-11 :30AM
MAY SEPT, DEC, JAN, FEB TUESDAY
ONLY 9-11AM 'CLOSED DEe 24 &
"I W"IIDI\YS'PHONE 717-761-7785'
Control No' 012-0010~
--
Atlseesed Land Improvement M:l.ne::.....
V.tlues. 18 800 77 880 0 ~" , .-
~U".. - - _.
Rates 'IF. .00204600 .00204600 .- 10.
COUNTY R E 38.46 159.3" 191.8. 197.80 211.58
Rates .00010300 .00010300 2. 10 .
COUNTY LIB 1.94 8.02 9.76 9.9f.i 10.96
....'
Ra.tes .OC13300~ I .00133000 .- 10.
MONIC_ RIE 25.00 103.58 126.01 128. S9 141.44
TAX AMOUNT DUE-> $32U1 $338.34 $389.118
If Paid. on or After ;~~;~;002 ~~~;~;002 7/01/2002
If paid On or Before 4. 30 2002 6 3() 2002
IF NOT PAID BY 12/31/2002 THIS BILL WILL S! RETURNED TO TAX
CLAIK 8URBAU FOR. COLLECTION AND FILINO OF A LIEN AGAINST
YOUR PROPERTY.
J.~--l':'b~?
c/;}:C::::>\-
Retum Bin wllh Payment. For a Raceipt , Enclose Salf Addressed Stamped Envelope.
'-,-
,
/