HomeMy WebLinkAbout02-1142PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ARTHUR E . GROVE
also known as
Deceased.
Social Security No. 181-O1-1935
No. _ ~~~Va~' ~~ yd~
To:
Register of Wills for the
County of Cumberland in [he
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 execut or named
in the last will of the above decedent, dated April 13 , 1995
and codicil(s) dated None
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h is last family or principal residence at 100 Mount Allen Drive Upper Allen
Township (Mechanicsburg, 17055)
(list street, number and muncipality)
Decendent, then 89 years of age, died December 4 , ~ 2002
at Messiah Vi11aQe, Upper. Allen Township, Cumberland County, Pennsylvania
Except as follows, decedent dtd 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: None
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: None
$ Unestimated
$ None
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters. testamentarv
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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rthur E. Grove, Jr.
86 Smith Road
Gardners PA 17324
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or 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 represen-
tative(s) of the above decedent petitioner(s) will well and trt~dminister the estate according to law.
Sworn to or affirmed and subscribed ~~~~~.~ C ,,~„_~
before me tnhic ber 13th _ day of __ Arthur E. Grove. Jr.
ti ~
Donna M. Otto, 1st lleputy egister
1-io s - ~.
NO. 21-2002=114 _
Estate of ARTxuR E. GROVE ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW December 16th ~~~?- in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
A ril 13, 1995
IT IS DECREED that the instrument(s) dated P
described therein be admitted to probate and filed of record as the last will of
Arthur E. Grove ,
and Letters Testamentar
are hereby granted to Arthur E. Grove, Jr.
FEES
Probate, Letters, Etc.......... S 235.00
S']hort Certif}i~c~ates(4) ..........~' 1`2.00
/L~YA .XTPac~es ( ~.). J7 6.00
JCp ~ 10.00
TOTAL ~ 263.00
Filed .I?ecember.l6tla, 211.02 ............ .
Donna M. Otto,lst Deput
~~ Cr G/
e tster of Wills
SNELBA ~N & SPARE, P. C. ~
By
c R (Sup. t. ~. No.)
44 West Main Street
Mechanicsburg, PA 17055-0318
ADDRESS
(717) Fi97-8528
PHONE
MAILED LETTERS `PO ATTORNEY SNELBAKER ON DECEMBER 16TH, 2002
LAST WILL AND TESTAMENT
I, ARTHUR E. GROVE, of the Township of East Pennsboro,
County of Cumberland and Commonwealth of Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare this as and for my Last Will and Testament,
hereby revoking and making void all former wills and codicils by
me at any time heretofore made.
FIRST. I order and direct that all my just debts and
. ~-1
~'
a
funeral expenses be paid by my Executor or Executrix, as the case
may be, hereinafter named, as soon as conveniently may be done
after my decease.
SECOND. I give and bequeath the sum of Five Hundred
($500.00) Dollars unto ST. STEPHEN'S LUTHERAN CHURCH at New
Kingstown, Pennsylvania, with the wish and request that said
bequest be used to relieve the suffering of needy persons in the
community served by said Church.
THIRD. I give and bequeath the sum of Five Hundred
($500.00) Dollars unto each of my grandchildren who survive me.
If any of my grandchildren shall not have attained the age of
,majority at the time of distribution of my Estate, such bequest
shal be paid over to the grandchild's parents to be held in trust
until the beneficiary attains such majority.
FOURTH. I give and bequeath all the rest, residue and
LAW OFFICES
SNELBAKER
s
BRENNEMAN
remainder of my estate, real, personal and mixed, whatsoever and
wheresoever situate, in equal shares unto my children, namely:
RONALD NORMAN GROVE, DAVID MICHAEL GROVE, NANCY SUE MILLER,
SANDRA JEAN FABIAN and ARTHUR E. GROVE, JR., share and share
~lalike, absolutely and in fee simple.
If any of my said children shall predecease me leaving
A ~ ~
lawful issue to survive me, then I order and direct that the
share which any such deceased child would have received had he or
she survived me shall be distributed unto his or her said lawful
issue per stirpes, said issue to take the ancestor's share by
representation and not per capita.
LASTLY. I nominate, constitute and appoint my son, namely,
ARTHUR E. GROVE, JR., to be the Executor of this, my Last Will
and Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my daughter, namely, SANDRA JEAN
FABIAN, to be the Executrix hereof, each and both to serve
without bond or other security as a condition of qualification
hereunder.
IN WITNESS WHEREOF, I, ARTHUR E. GROVE, have hereunto set my
hand and seal to this, my Last Will and Testament which consists
of two (2) typewritten pages to each of which I have affixed my
signature this / 3 }-f day of ~~~? ,~,-~' A. D . , One Thcusa~id
Nine Hundred Ninety-five (1995).
~,~ : ~a ~,~~t ~ . ; ~? ~~ ( SEAL )
Arthur'E. Grove
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testator, was on the date thereof signed, sealed, published and
declared by ARTHUR E. GROVE, the Testator therein named, as and
for his Last Will and Testament, in the presence of us, who, at
his request, in his presence and in a presence of each other,
have subscribed our names as witn se he
i
..~ ,,
LAW OFFICES ~~ ~2+~d~~( a ~/~
SNELBAKER ~./~v
BRENNEMAN
-2-
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
We, ARTHUR E. GROVE, RICHARD C. SNELBAKER and JANET R.
LAW OFFICES
SNELBAY.ER
a
BRENNEMAN
STEGNER, the Testator and the witnesses, respectively, whose
names 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 Testament 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 a
witness and that to the best of his or her knowledge the Testator
was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by ARTHUR E.
GROVE, the Testator, and subscribed and sworn to before me by
RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses, this
~'~ t:•C day of ~~~~ , 1995.
Nota y Public
Notarial Seal
Patricia J. Thomson, Notary Public
Wlechanicsburg Boro, Cumberland County
My Commission Expires Dec. 3i . ' 998
'tvterni~er, Pennsylvania Association of Notaries
~J
_y
Wit ess
~`
CERTIFICATION OF NOTICE UNDER RULE 5 6(a)
Name of Decedent: Arthur E. Grove, Deceased
Date of Death: December 4, 2002
No. 2002-01142 PA No. 2102- 1142
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 or
about December 19, 2002:
Name
Arthur E. Grove, Jr.
Nicole L. Locke
Jennifer S. Grove
Sandra J. Fabian
Shawn Fabian
Megan Fabian
Derek Fabian
Nancy Sue Miller
also known as Nancy Sue Wolford
Jacob Miller
Address
86 Smith Road
Gardners, PA 17324
612 Range End Road, Lot 41
Dillsburg, PA 17019
12 West Big Spring Avenue (Apartment 4)
Newville, PA 17241
5146 Erie Road
Harrisburg, PA 17111
52 North Railroad Avenue
New Holland, PA 17557
12 West King Street
Shippensburg, PA 17257
0512, 710 H Avenue #7149
Sheppard AFB, TX 76311-2854
2074 Reservoir Drive
Carlisle, PA 17013
1805 Walnut Bottom Road
Newville, PA 17241
Tanya Miller 48 South Market Street (Apartment 201)
Tanya Miller 48 South Market Street (Apartment 201)
Elizabethtown, PA 17022
Lucas Miller 6 North Orange Street
Carlisle, PA 17013
David M. Grove 6695 Buggywhip Court
San Jose, CA 95120
Brian D. Grove 998 Meridian Avenue (Apartment 42)
San Jose, CA 95126
Timothy J. Grove 57 Leonard Street
Port Chester, NY 10573
Ronald N. Grove 2501 North 5th Street
Canon City, CO 81212
Ronald P. Grove 214 East Lincoln Avenue (Apartment #2)
Salisbury, MD 21804
Larisa Thomas 109 Cavalry Court
Centreville, MD 21617
Christina Mizelle Kopernikussprasse 9
92637 Weiden Germany
St. Stephen's Lutheran Church P.O. Box 266
New Kingstown, PA 17072
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE.
Date: December 19, 2002
~ ~"ichard C. Snelbaker, Esquire
44 West Main Street
Mechanicsburg, PA 17055-0318
(717) 697-8528
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
REV-1162 EX(11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 002197
SNELBAKER RICHARD C ESQUIRE
44 W MAIN STREET
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: ssN: 1si-o~-1935
FILE NUMBER: 2102-1 142
DECEDENT NAME: GROVE ARTHUR E
DATE OF PAYMENT: 02/20/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/04/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ $6,000.00
TOTAL AMOUNT PAID:
REMARKS: RICHARD C SNELBAKER ESQUIRE
SEAL
CHECK#103
INITIALS: JA
RECEIVED BY: DONN,4 M_ ~TTn
S 6, 000.00
DEPUTY REGISTER OF WILLS
REGISTER OF WELLS
/,?-(QP- b
./
REV-1500EX i6-001
OFFfClN.. USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 260601
HARRISBURG, PA 17126-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FilE NUMBER
21
02 _114L _ _
YEAR NUMBER
COUNTY CODe
CECECENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ Grove, Sr., Arthur E
~ Qtl.TE OF DEATH (MM-DO-YEAR) DATE OF BIRTH (MM-OD-YEAR)
~ 12/04/2002 01/01/1913
W (IF APPlIO\BLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIOOLE INITIAL)
C
SOCIAL SEaJRITY NU MBER
181-01-1935
THS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SEOJRITY NUMBER
w
....
::s::$U)
0"''''
wo.o
",00
0"'''''
0.10
~
[2{],
D4
[2{]6
D9
Original Return
limited Estate
Decedent Died Testate (Attach copy of 'Mil)
litigatlon Proceeds Received
D 2 Supplemental Return D 3. Remainder Return (dale of death priorto 12-13-82)
D 4a, Future Interest Compromise (date of death after 12-12-82) D 5 Federal Estate Tax Return Required
D 7. Decedent Maintained a Living Trust (Attach copy of Trust) 0.. 8 Total Number of Safe Deposit Boxes
D 10 Spousal Poverty Credit (date 01 dealhbelWeen 12.31_91 and 1.1.95) D 11. Election to tax under See. 9113(A)(AtlachSchOJ
THIS SECTION MUST BE 'COMPLETEO. ALL CORRES PONOeNCE AND CONFIOENTIAL TAX INfORMATION SHOULD BE DlReCTEO TO:
NA ME COMPLETE MAILING ADDRESS
Richard C. Sne1baker
....
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w
c
z
o
..
~
8
FIRM NAME (If Applicable)
Sne1baker
TELEPHONE NUMBER
Brenneman &
S
are
P.C.
44 West Main Street
Mechanicsburg, PA 17055
697-8528
Real Estate (Schedule A) (1)
2 Stocks and Bonds (Schedule B) (2)
3 Closely Held Corporation, Partnership or Sale-Proprietorship (3)
4 Mortgages & Notes Reeeivable (SChedule 0) (4)
5 Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
Z 6. Jointly Owned Property (Schedule F) (6)
0 D Separate Billing Requested
i=
~ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
:J (Schedule G or L)
l-
e:: 8 Total Gross Assets (total Lines 1-7)
<(
U
W 9 Funeral Expenses & Administrative Costs (Schedule H) (9)
0::
10 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11 Total Deductions (lotal Lines 9 & 10)
0.00
OFFICLAl USE ONLY
0.00
0.00
0.00
206,150.91
0.00
0.00
206,150,91
(8)
4,792.27
220.74
(13)
5,013.01
201,137.90
500.00
(11)
12 Net Value of Estate (Line a minus Line 11)
13 Charitable and Governmental Bequests/See 9113 Trusts for wtlich an election to tax has not been
made (Schedule J)
(12)
14 Net Value SUbject to Tax (Line 12 minus Line 13)
SEE INSTRUCTlONS ON REVERSE SIDE FOR APPLICABLE RATES
15 Amount of Line 14 taxabie at the spousal tax 0.00
z rate, or transfers under See 9116 (a}(1.2)
0
;:: 16 Amount of Line 14 taxable at lineal rate 200,637.90
..
....
::l 17 0.00
0. Amount of Line 14 taxable at sibling rate
'"
0 18 0.00
0 Amount of Line 14 taxable at COllateral rate
X
.. 19 Tax Due
....
(14)
200,637.90
(19)
0,00
9,028.71
0.00
0.00
9,028.71
x.OO_(15)
x04L-(16)
, 12
(17)
, 15
(18)
20
CXJ
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS.ON REVERSE SIDE AND RECHECK MATH < <
2W46451 000
Decedent's Complete Address;
Smt:ET ADDREBS
100 Mount Allen Drive
Upper Allen Twp., Cumberland ro~,,~+-
CITY I STATE I ZIP
Mechanicsbura PA 17055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C, Discount
(1)
9,028.71
0.00
6,000.00
300.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + B + C) (2)
6,300.00
0.00
0.00
TotallnterestlPenalty (0 + E) (3)
0.00
4. If Line 2 is greater than Line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
5 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
2,728.71
A. Enter the interest on the tax due.
(5A)
0.00
B. Enter the total of Line 5 + SA.
(58)
2,728.71
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
Yes
No
D
D
D
D
o
o
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " 0 (X]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income: .
c. retain a reversionary interest; or . . . . . . . , . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
2.
00
00
00
00
00
00
Under penalties of perjury, I declare thClt I hClve examined this return, inclUding accompClnying schedules and statements, and to the best of my knowledge and belief, it is true. correct
and complete
Declaration eparer other than the perSOnal representative is based on all information of whidi preparer nas ar1)' Knowledge
51 NATU EO. PERSON RE5~4G R;:U"N
. t:/ec"./......,
ACOR V
0;?o
1// 03
ove Jr. Executor
R HAN REPRE ENTA IVE
86 Smith Road
Gardners
PA 17324
DATE
10..3
AOORES
st Main Street P.O. Box 18
PA 17055
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 sUNlving sPQuse IS 3%
[72 PS 9 9916 (a) (1,1) (i)l
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.8 S 9116 (a) (1.1) Oi)]
The statute does not exempt a transfer to a o.ur\llVing spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stili 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 PS, S 9116{a)(1.2H
The tax rate imposed on the net value of transfers to or forthe use of the decedent's lineal beneficiaries is 4 5%. except as noted In 72 P.S 89116(12) (72 PS, 89116(a\(1)l
The tax rate Imposed on the net value of transfers to or for the use of the decedent's Siblings IS 12% (72 PS S 9116(03)(1.3)] A sibling is defined, under Section 9102. as an
mdlvidual wno has at least one parent In common With the decedent, whether by blood or adoption
2W46461000
REV-1508 EX+ (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Grove, Sr., Arthur E
FILE NUMBER
21-02-1142
Include the proceeds of litigation and the date the proceeds were received by the estate All property Jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. PSECU, savings account # 181011935-81
2 P8ECU, checking account # 181011935-84
3 P8ECU, Certificate of Deposit #181011935-850
4 P8ECU, Certificate of Deposit #181011935-855
5 PSECU, Certificate of Deposi t #181011935-857
VALUE AT DATE
OF DEATH
102,071.13
24,236.55
23,237.13
5,331.90
26,816.76
6 P8ECU, savings account #9180540693-01
5.02
7 Allfirst, checking account # 0038906414
23,489.43
8 16 Ruby Glasses valued at $30.00 each
480.00
9 Travelers Insurance, refund of unused prem.iwn as follows:
account #233010538 - $ 13.00
account #918690083 - $ 52.00
account #031732014 - $322.00
387.00
10 Verizon, refund on phone service
5.56
11 Comcast, refund on cable TV service
30.75
12 UGI, refund on gas service
59.68
i
2W46AD2,OOO
TOTALfAJso enter on line 5. Recacnulation) $
(If more space is needed, insert additional sheets of the same size)
206,150.91
REV-1511 EX+(1-97)
CXJMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESICENT CECECENT
ESTATE OF
Grove, Sr., Arthur E
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-02-1142
Debts of decedent must be reoorted on Schedule t.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
Arthur E. Grove, Jr. , costs advanced for Cemetery and 293.00
,.
organist
B. ADMINISTRATIVE COSTS
,. Personal Representative's Commissions 0.00
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Name : Snelbaker, Brenneman & Spare 3,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 263.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
7. Members First Federal Credi t Union, printing fee for 9.95
estate checks
8 Register of Wills, filing fee for Inheri tance Tax 15.00
Return
9 The Patriot-News, advertising Executor's notice 117.61
10 Cumberland Law Journal, advertising Executor's notice 75.00
11 Uni ted states Postal Service, postage expenses 18.71
-~0fi.1. from cont~nuat~on pages... . "UU.uu
TOTAL (Also enter on line 9, Recapitulation) $ 4,792.27
2W46AG2,OOO
(If more space is needed, insert additional sheets of same size)
Estate of: Grove, Sr., Arthur E
Schedule H, Part B -- Administrative Costs
Item
No.
Description
11
incurred for estate mailings
12
Reserve for filing fees, accounting costs and other
miscellaneous costs associated with the
administration of Decedent's estate.
TOTAL. (Carry forward to main schedule)
Page 2
21-02-1142
Amount
500.00
500.00
REV-1512 EX + (<..-97)
OOMMONWEALTH OF PENNSYLVANIA
INHERITAf\k::E TAX RETURN
RESICENT CECECENT
ESTATE OF
Grove, Sr. 1 Arthur E
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-02-1142
Include unreimbursed medical exoenses.
ITtM
NUMBER
DESCRIPTION
AMOUNT
1. Pinnacle Health Hospice, medical expenses, account payable
220.74
2W46AH2,OOO
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
220.74
REV-1513 EX'" (?-OD)
SCHEDULE J
BENEFICIARIES
CDMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESICENT CECECENT
ESTATE OF
Grove Sr
Arthur E
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Fabian, Megan
12 West King Street
Shippensburg, PA 17257
1.
2
Grove, Jr., Arthur E
86 Smith Road
Gardners, PA 17324
3
Fabian, Sandra J
5146 Erie Road
Harrisburg, PA 17111
4
Wolford, N. Sue
2074 Reservoir Drive
Carlisle, PA 17013
5
Grove, David M
6695 Buggywhip Court
San Jose, CA 95120
FILE NUMBER
21-02-1142
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Granddaughter
Son
Daughter
Daughter
Son
AMOUNT OR SHARE
OF ESTATE
500.00
38,827.58
38,827.58
38,827.58
38,827.58
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. st. Stephen's Lutheran Church
P.O. Box 266
New Kingstown, PA 17072
2W46AI1,OOO
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
500.00
$
500.00
Estate of: Grove, Sr., Arthur E
Schedule J Part 1 -- Beneficiaries
Item
No. Name and Address of Person(s) receiving property
Relationship
Page 2
21-02-1142
Amount or
Share of Estate
6 Grove, Ronald N
2501 North 5th Street
Canon City, CO 81212
Son
38,827.58
7 Grove, Jennifer S
12 West Big Spring Ave
Apt 4
Newville, PA 17241
Granddaughter
8 Locke, Nichole L
612 Range End Road
Lot 41
Di11sburg, PA 17019
Granddaughter
9 Fabian, Derek
Grandson
0512
710 H Avenue #7149
Sheppard AFB, TX 76311-2854
10 Grove, Ronald P
214 East Lincoln Avenue
Grandson
Apt. #2
Salisbury, Me 21804
11 Fabian, Shawn
52 North Railroad Avenue
New Holland, PA 17557
Grandson
12 Miller, Lucas
6 North Orange Street
Carlisle, PA 17013
Grandson
13 Miller, Tanya
48 South Market Street
Apt. 201
Elizabethtown, PA 17022
Granddaughter
14 Miller, Jacob
1805 Walnut Bottom Road
Newville, PA 17241
Grandson
500.00
500.00
500.00
500.00
500.00
500.00
500.00
500.00
Estate of: Grove, Sr. I Arthur E
Schedule J Part 1 -- Beneficiaries
Item
No. Name and Address of Person(s) receiving property
Relationship
Amount or
Share of Estate
15 Grove I Timothy J
57 Leonard Street
Port Chester, NY 10573
Grandson
16 Grove I Brian D
998 Meridian Ave.
Apt. #42
San Jose, CA 95126
Grandson
17 Mizelle, Christina
Kopernikussprasse 9
92637 Weiden
Germany
Granddaughter
18 Thomas 1 Larisa
109 Cavalry Court
Centreville, MD 21617
Granddaughter
Page 3
21-02-1142
500.00
500.00
500.00
500.00
~
'c'
"
i
'-J
.'U,
'"
J
1::::>
r' ".
. "
LAW OFFICI:::S
SNELBAKER
&
BRENNEMAN
LAST WILL AND TESTAMENT
I, ARTHUR E. GROVE, of the Township of East Pennsboro,
County of Cumberland and Commonwealth of Pennsylvania, being of
sound and disposing mind, memory and understanding, do make,
publish and declare this as and for my Last Will and Testament,
hereby revoking and making void all former wills and codicils by
me at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor or Executrix, as the case
may be, hereinafter named, as soon as conveniently may be done
after my decease.
SECOND. I give and bequeath the sum of Five Hundred
($500.00) Dollars unto ST. STEPHEN'S LUTHERAN CHURCH at New
Kingstown, Pennsylvania, with the wish and request that said
bequest be used to relieve the suffering of needy persons in the
community served by said Church.
THIRD. I give and bequeath the sum of Five Hundred
($500.00) Dollars unto each of my grandchildren who survive me.
If any of my grandchildren shall not have attained the age of
majority at the time of distribution of my Estate, such bequest
shal be paid over to the grandchild's parents to be held in trust
until the beneficiary attains such majority.
FOURTH. I give and bequeath all the rest, residue and
remainder of my estate, real, personal and mixed, whatsoever and
wheresoever situate, in equal shares unto my children, namely:
RONALD NORMAN GROVE, DAVID MICHAEL GROVE, NANCY SUE MILLER,
SANDRA JEAN FABIAN and ARTHUR E. GROVE, JR., share and share
alike, absolutely and in fee simple.
If any of my said children shall predecease me leaving
. .
LAW OFFICES
SNELBAKER
&
BRENNEMAN
lawful issue to survive me, then I order and direct that the
share which any such deceased child would have received had he or
she survived me shall be distributed unto his or her said lawful
issue per stirpes, said issue to take the ancestor's share by
representation and not per capita.
LASTLY. I nominate, constitute and appoint my son, namely,
ARTHUR E. GROVE, JR., to be the Executor of this, my Last will
and Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my daughter, namely, SANDRA JEAN
FABIAN, to be the Executrix hereof, each and both to serve
without bond or other security as a condition of qualification
hereunder.
IN WITNESS WHEREOF, I, ARTHUR E. GROVE, have hereunto set my
hand and seal to this, my Last Will and Testament which consists
of two (2) typewritten pages to each of which I have affixed my
signature this /3 1d day of vtJ-'kl A.D., One Thousand
Nine Hundred Ninety-five (1995).
'j :..+- Ii,
0/',(. itM'l e. fi7/Z 6-r---L
Arthur'E. Grove
(SEAL)
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testator, was on the date thereof signed, sealed, published and
declared by ARTHUR E. GROVE, the Testator therein named, as and
for his Last will and Testament, in the presence of us, who, at
his request, in his presence and in e presence of each other,
have subscribed our names as witn se he
/) . . J./
\.... ,r"'~-~.vr ~<' c-I-c:,/", ~,~
/' /
-2-
- .
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY
OF
CUMBERLAND
We, ARTHUR E. GROVE, RICHARD C. SNELBAKER and JANET R.
STEGNER, the Testator and the witnesses, respectively, whose
names 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 Testament 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 a
witness and that to the best of his or her knowledge the Testator
was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
/'/'. /f;;; A C, /1-'> _. 0
//.." , "1~ c.... /V-~~
Testator
(~)/7
j/
g(j;
,.-<-<"f d. - ,/!, <-~---
wit ess'
Subscribed, sworn to and acknowledged before me by ARTHUR E.
GROVE, the Testator, and subscribed and sworn to before me by
RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses, this
/:3 CI..
day of
~ ' 1995.
C9ah';~u 2. ,,:i/~-,~j
Nota y Public
LAW OFFICES
SNEL8AKER
&
BRENNEMAN
Notarial Seal
Patricia J. Thomson, Notary Publtc
Mechanicsbur9 Bore. Cumbe~and Coonty
My Commission Expires Dec. 31, 1998
Member. pennsylvania_lion of_
COMMONWEALTH OF PENNSVLVF\NIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 002502
SNELBAKER RICHARD C ESQUIRE
44 WEST MAIN STREET
MECHANICSBURG, PA 17055
fold
ESTATE INFORMATION: ssrv: psi-oi-1935
FILE NUMBER: 2102-1 142
DECEDENT NAME: GROVE ARTHUR E
DATE OF PAYMENT: 04/28/2003
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 12/04/2002
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 52,728.71
TOTAL AMOUNT PAID:
REMARKS: ARTHUR E GROVE JR
C/O RIGHARD C SNELBAKER ESQ
CHECK#105
SEAL
INITIALS: AC
RECEIVED BY: DONNA M. OTTO
REV-1162 EX(11-96)
52,728.71
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
1. l ~" /~ 9- d COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPr. 2so6D1 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 17128-0601
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% ~FP poi-os~
R~?~:'_ ;~:_ _ ~1ATE 06-03-2003
`~ ESTATE OF GROVE ARTHUR E
DATE OF DEATH 12-04-2002
FILE NUMBER 21 02-1142
~~~ =}~-~4~ _6 ;``;~`~ ~NTY CUMBERLAND
RICHARD C SNELBAKER ACN 101
SNELBAKER ETAL Amount Remitted
(~ -~
44 W MAIN ST
~b~~
8
.
MECHANICSBURG PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT H OUSE
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 GROVE ARTHUR E FILE NO. 21 02-1142 ACN 101 DATE 06-03-2003
TAX RETURN WAS: (Xl ACCEPTED AS FILED [ ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 206,150.91 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 206,150.91
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,792.27
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 220.7 4
11. Total Deductions (11) 5.01 3. D1
12. Net Value of Tax Return (12) 201,137.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 5 00.00
t t
T
S
b
E
t
t (14) 200,637.90
14. o
ax
u
jec
s
a
e
Net Value of
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:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) •
=
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 200,637.90 X 045. 9,028.71
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 .00
19 al Tax Due
Princi (19)= 9, 028.71
. p
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
02-20-2003 CD002197 315.79 6,000.00
04-28-2003 CD002502 .00 2,728.71
05-27-2003 REFUND .00 15.79-
TOTAL TAX CREDIT 9,028.71
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.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) heneficiaries of the decedent after the expiration of any estate for
life ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Secticn 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF WILLS, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
far Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest] as shown on this Notice must object within sixty C60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Oept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return far a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one C1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 hear interest at the rate of
six C6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days
beyond the date of the assessment. If payment is made after the interest computation data shown on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIDN
DEPT. 28D601 INHERITANCE TAX
HARRISBURG, PA I7IZa-o6al STATEMENT O F ACCOUNT
REV-107 E% ~FP (01-037
~~3 ,t~~~i 3~)
RICHARD C SNELBAKER
SNELBAKER E"f AL
44 W MAIN S"f ~~~ ~='
MECHANICSBURG PA 170S3a03~1$
DATE 06-09-2003
ESTATE OF GROVE ARTHUR E
DATE OF DEATH 12-04-2002
,~ „- FILE NUMBER 21 02-1142
~~ `- '```r'~COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment.
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~______________________
------------------------------------------------------------------------------------------
REV-1607 EX AFP (01-03) *** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF GROVE ARTHUR E FILE N0. 21 02-1142 ACN 101 DATE 06-09-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-27-2003
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
9,028.71
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-20-2003 CD002197 315.79 6,000.00
04-28-2003 CD002502 .00 2,728.71
05-27-2003 REFUND .OD 15.79-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
* IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN S1,
NO PAYMENT IS REQUIRED.
TOTAL DUE
9,028.71
.00
.00
.00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at
the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hcur
answering service for forms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
REPLY TO: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 17128-0601, phone
(7171 787-6505.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%l discount
of the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20% .000548 1987 9% .000247 1999 7% .000192
1983 16% .000438 1988-1991 11% .000301 2000 8% .000219
1984 11% .000301 1992 9% .000247 2001 9% .000247
1985 13% .000356 1993-1994 7% .000192 2002 6% .000164
1986 10% .000274 1995-1998 9% .000247 2003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation tc fifteen (15] days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
ESTATE NO. 21-02-1142
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY ARTHUR E. GROVE, JR., EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF ARTHUR E. GROVE, DECEASED, LATE OF UPPER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Arthur E. Grove, Jr., Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News Co.
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the Decedent's personalty,
goods and chattels as set forth in his inventory heretofore filed in the amount of
The Accountant claims the following additional receipts:
1 . Donation from outside source towards family needs
2. United States Treasury, refund on 2002 Final Individual Income Taxes
3. Commonwealth of Pennsylvania, refund on Inheritance Tax Return
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
December 4, 2002
December 16, 2002
December 27, 2002, January 3, 10, 2003
January 7, 14, 21 , 2003
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
LAW Of FIC ES
SNELBAKER.
BRENNEMAN
& SPARE
he Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
Member's First Federal Credit Union, check printing fee
Arthur E. Grove, Jr., reimbursement for cemetery expenses
Arthur E. Grove, Jr., reimbursement for Organist expense
Register of Wills, Agent, estimated Inheritance Tax payment
Pinnacle Health Hospice, medical expenses
Register of Wills, Agent, Inheritance Tax
Register of Wills, filing fee for Inheritance Tax return
=ms to be paid subsequent to confirmation of Final Accounting:
Snelbaker, Brenneman & Spare, P.C., attorney services
Snelbaker, Brenneman & Spare, P.C., costs advanced:
a. Register of Wills, probate fees
b. Certified Mail and postage for Beneficial Notices
c. Cumberland Law Journal, advertising Executor's notice
263.00
18.71
75.00
$ 205,670.91
20.00
288.00
1 5.79
5 205,994.70
S
9.95
193.00
100.00
6,000.00
220.74
2,728.71
1 5.00
3, 500.00
477.32
Page 1
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
d. Patriot-News, advertising Executor's notice
e. Register of Wills, short certificate
10. Reserve for filing fees, accounting costs, and other costs associated
with the administration of Decedent's estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY -INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following
Income from the investment of Personalty Principal:
1 . PSECU, interest on Savings and Certificate of Deposits
2. Allfirst, interest on checking account
3. Member's First Federal Credit Union, interest on Estate Checking account
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY -INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1 . Greenawalt & Company, P.C., preparation of Final Individual Returns
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of Decedent's
Real Estate as set forth in his Inventory heretofore filed in the
amount of:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE -INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE -INCOME ACCOUNT
CREDITS
Accountant claims credit for the payment of the following items
From the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
Page 2
1 17.61
3.00
1 ,000.00
$ 14,244.72
5 638.34
6.69
51 5.71
S 1,160.74
5 260.00
$ 260.00
5 NONE
S NONE
S NONE
$ NONE
5 NONE
5 NONE
S NONE
$ NONE
RECAPITULATION
LAW OFFICES
SNELBAKER.
BRENNEMAN
St SPARE
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
5 205,994.70
S 14,244.72
S 191 ,749.98
S 1 ,160.74
S 260.00
S 900.74
5 192,650.72
5 NONE
S NONE
5 NONE
$ 192,650.72
Page 3
S NONE
$ NONE
5 NONE
S NONE
COMMONWEALTH OF PENNSYLVANIA )
n SS.
COUNTY OF CuM~s~,~ N 7
Arthur E. Grove, Jr., being duly sworn according to law deposes and
says: that he is the Executor of the Estate and under the Last Will and
Testament of Arthur E. Grove, Deceased; that he is the Accountant herein;
that the foregoing is a true and complete accounting of his administration of
said Estate; that the attached list or schedule [*] contains the names,
addresses and amounts due unpaid creditors who have given proper notice
of their claims; that the attached list or schedule [**] contains the names and
addresses of all persons interested in the distribution of said Estate; and that
the facts set forth herein are true and correct to the best of his knowledge,
information and belief.
G
Arthur E. Grove, Jr., Executor
Sworn to and subscribed before
me this i t day of ~~_--_003
~~~ ~
NOTARiAI. SFAI
JUDITH D. KAUFFMAN, Notary Public
Borough of Carlisle, (~mberiand County
My Commission Expires C1Aarch 10, 2007
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 4
* UNPAID CREDITORS: NONE
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
* * PERSONS INTERESTED IN DISTRIBUTION OF ESTATE:
1 . Ronald N. Grove
2501 North 5th Street
Canon City, CO 8121 2
2. David M. Grove
6695 Buggywhip Ct.
San Jose, CA 95120
3. N. Sue Wolford
2074 Reservoir Drive
Carlisle, PA 17013
4. Sandra J. Fabian
693 Farmhouse Lane
Harrisburg, PA 17111
5. Arthur E. Grove, Jr.
86 Smith Road
Gardners, PA 17324
6. Ronald P. Grove
214 East Lincoln Avenue, Apt. #2
Salisbury, MD 21804
7. Larisa Thomas
109 Cavalry Court
Centreville, MD 21617
8. Christina Mizelle
Kopernikussprasse 9
92637 Weiden
Germany
9. Brian D. Grove
998 Meridian Ave., Apt. 42
San Jose, CA 951 26
1 0. Timothy J. Grove
57 Leonard Street
Port Chester, NY 10573
1 1 . Jacob Miller
1805 Walnut Bottom Road
Newville, PA 17241
1 2. Tanya Miller
48 South Market Street, Apt. 201
Elizabethtown, PA 17022
Page 5
1 3. Lucas Miller
6 North Orange Street
Carlisle, PA 17013
14. Shawn Fabian
52 North Railroad Ave.
New Holland, PA 17557
1 5. Megan Fabian
1 2 West King Street
Shippensburg, PA 17257
1 6. Derek Fabian
0512
710 H Avenue #7149
Sheppard AFB, TX 7631 1-2854
17. Nicole L. Locke
612 Range End Road, Lot 41
Dillsburg, PA 17019
18. Jennifer S. Grove
102 Conodoguinet Mobile Estates
Newville, PA 17241
1 9. St. Stephen's Lutheran Church
P.O. Box 266
New Kingstown, PA 17072
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 6
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Arthur E. Grove, Jr., Executor and Accountant herein, proposes to
distribute the balance of the Estate of Arthur E. Grove, Deceased, to wit:
51 92,650.72 in accordance with the Last Will and Testament of said Decedent
as follows:
1 . Ronald N. Grove
37,130.1 5
1 /5 of residue as per Item Fourth of Will
2. David M. Grove
37,130.1 5
1 /5 of residue as per Item Fourth of Will
3. N. Sue Wolford
37,130.14
1 /5 of residue as per Item Fourth of Will
4. Sandra J. Fabian
37,1 30.14
1 /5 of residue as per Item Fourth of Will
5. Arthur E. Grove, Jr.
37,130.14
1 /5 of residue as per Item Fourth of Will
3. Ronald P. Grove
500.00
Bequest per Item Third of Will
7. Larisa Thomas
500.00
Bequest per Item Third of Will
3. Christina Mizelle
500.00
Bequest per Item Third of Will
!. Brian D. Grove
500.00
Bequest per Item Third of Will
0. Timothy J. Grove
Bequest per Item Third of Will 500.00
1 . Jacob Miller
500.00
Bequest per Item Third of Will
2. Tanya Miller
Bequest per Item Third of Will 500.00
3. Lucas Miller
500.00
Bequest per Item Third of Will
4. Shawn Fabian
Bequest per Item Third of Will 500.00
5. Megan Fabian
Bequest per Item Third of Will 500.00
Page 7
1 6. Derek Fabian 500.00
Bequest per Item Third of Will
1 7. Nicole L. Locke 500.00
Bequest per Item Third of Will
18. Jennifer S. Grove 500.00
Bequest per Item Third of Will
19. St. Stephen's Lutheran Church 500.00
Bequest per Item Second of Will
TOTAL DISTRIBUTION: $ 192,650.72
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
Page 8
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF el.~M~3 c2>, A rub
SS.
Arthur E. Grove, Jr., being duly sworn according to law, deposes and
LAW OFFICES
SNELBAKER.
BRENNEMAN
& SPARE
says that the facts set forth in the foregoing Statement of Proposed Distribution
are true and correct to the best of his knowledge, information an lief.
~~
Arthur .Grove, Jr., Executor
Sworn to and subscribed before me
this (~ day of ~~ y, 2003
_ ----
NOTARtAI. SEN.
JUDITH D. KAUFFMAN, Notary Public
Borough of Cad(sie, Cumberland County
My Commission Expires March 10, 2007
Page 9
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND f ~'
Arthur E. Grove, Jr
being duly sworn according to law, deposes and says that he _is the Execu or
of the Esta+e of Arthur E . Grove
late of UQper Allen Towns h_ i~___ _ Cumberland County, Pa., deceased and that the
within is an inventory made by Arthur E. ~ o ~P,~7~,_ _ the said Executor
of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn and subscribed before me,
3~X 2003
/GJr G Gu ~/L ,
Arthur E Exe for - Administra r
'rove, Jr.
JUDITH D. KAUFFMAN, Notary Public
Borough of Carlisle, Cumberland County
My Commission 6cpires March 10, 2007
86 Smith Road
Gardners, PA 17324_
Address
Cate of Death 4th December
Day Mon+h Ysar
-_~ ~,...
~l ~. ~..
INSTRUCTIONS ~' '
I. An inventory must be filed within three months after appointment of personal representative -~~
2. A supplement inventory must be filed within thirty days of discovery of additional assets. r-
~~.
3. Additional sheets may be attached as to personalty or realty N ~'
_~;
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
ARTHUR E. GROVE, Deceased
PERSONALTY:
071.13
$ 102
1. PSECU, Savings account #181011935-S1 ,
236.55
24
2. PSECU, Checking account #181011935-S4 ,
237.13
23
3. PSECU, Certificate of Deposit #181011935-S50 ,
331.90
5
4. PSECU, Certificate of Deposit #181011935-S55 ,
816.76
26
5. PSECU, Certificate of Deposit #181011935-S57 ,
5.02
6. PSECU, Saving account #9180540693-01 489.43
23
7. Allfirst, Checking account #0038906414 ,
00
387
8. Travelers Insurance, refund of unused premium as follows: .
a. Account #233010538 - 513.00
b. Account #918690083 - 552.00
c. Account #031732014 - 5322.00
5.56
9. Verizon, refund on phone service 30.75
10. Comcast, refund on cable TV service 59.68
11 . UGI, refund on gas service
TOTAL PERSONALTY:
REAL ESTATE:
1 . Decedent owned no Real Estate at the time of his death
TOTAL PERSONALTY AND REAL ESTATE:
$ 205,670.91
$ 0.00
$ 205,670.91
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Arthur E . Grove
Date of Death: _ December 4 , 2 002
Will No.: 2 ~ -n .-i ~ a ~ 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 the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ~ No ^
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes X X No ^
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes ^ No
~aY~
c. Copies of receipts, releases, joinde d approval of formal or
informal accounts maybe fil with e Cler f the Orphans' Court
and may be attached to this~ceport
Date: 9/3/0 3
Si ature
Richard C. Snelbaker
Snelbaker, Brenneman & Bare, P.C.
Name
~~' 44 West Main Street
'~ _ Mechanicsburg, PA 17055
u-~
' Address
~--
L:. !
`" (717) 697-8528
e~ ;
v `'~ Telephone No.
~ `...
Capacity: ^ Personal Representative
Counsel for personal representative