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PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Herbert B. Cheriy
also known as
No.
To:
21-01-143 "
Register of Wills for the
. Deceased. County of Cumberland in the
Social Security No. 183-14-9543 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
in the last will of the above decedent, dated ~ay 31
and codicil(s) dated
named
1991
,-
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
. ,Decendent was d?miciled. at .death i? Carlisle, Cumberland County, Pennsylvania, with
h IS last famIly or pnncIpal reSIdence at 720 Sutton Dnve, CarlIsle, P A 170n
(list street, number and muncipality)
Decendent then 77 years of age died December 2,2000 . 19
at 720 Sutton'Drive, Carlisle, P A 17013 '
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:
6 ". OfJD
,
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
I (testamentary; administration c.I.a.; administration d.b.n.c.l.a.)
theron.
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Helen C. Cherry L
720 Sutton'Drive
Carlisle, ,PA 17013
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA "I s~
COU NTY OF Cu!UberIand j IS
The petitioncr(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the besr. 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.
(aLlc::w e, C/Z[t~~l"/'
Helen C. Cherry (/
,
~/;//
Sworn to or affirmed and'
before me this 6th
FEBRUARY
Register
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No.
21-01-143
Estate of Herbert B. Cherry
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW FEBRUARY 6 192001 ,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 May 31,1991
described therein be admitted to probate and filed of record as the last will of Herbert B. Cherry
and Letters Testamentary
are hereby granted to Helen C. Cherry
'~l/yr;'i:f//df"'P;h ,,-4<vdy'
glster of Wills
FEES
Probate, Letters, Etc. .........
. Short Certificates( )..........
z-pages
Ke11.urIClation ................
JCP
$ 115.00
$ 6.00
$ 6.00
$ 5.00
TOTAL _ $ 132.00
.. .. .~~~~p.~~r. .6.'" ?O.q~. . . .. . . .. . .
James D. Flower, .Tr., Esquire #27742
ATIORNEY (Sup. Ct. 1.0. No.)
26 West High Street, Carlisle, P A 17013
ADDRESS
Filed
717-243-6222
PHONE
~0 Oxw.-e"..-<y
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H105.805 REV 9/86
This is to certifY that thc:~ information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
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WARNING: It is illegal to duplicate this copy by photostat or photograph"
Fee for this certificate, $2.00
No.
,.",,"7l~d
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Local Registrar
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Date
21-01-143
HlO'l :ol3R.., 2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
TYPE/PRINT
IN
PERMANENT
BLACK INK
" . : ..
..
AGE CLasl /3Ir1hdayt VNOEA, YEM
- ....
so
.. Male
STAtEJ"'lE~MIE.R
SOCIAl,. SECURIT..... NUM9ER
,. 183 14
December 2, 2000
NAME Of DECEOENT (fIfSl. Middle, lUll
77 v",
8IR'THP\.ACE IC~ Ar,d
State 011 Fcreqt CalnRYI
Pt.ACi:CJJ:DefiJHICt>ec"OI"'V'lt'e__ -oee'''$IIUCliOf1<1:MO!t>ef ~I
HOSPITAl: ~-
--yrr
~",r-l
COlINrv OF OERH
Cumberland
MARITAl STArUS - W.rned
~"""'ied,W~,
0M:w~ (Spec"",
Married
SUfMYING SPOUSE
(.......QIY8maw:1en~1
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FATHER'S NAME (First Mtdde. lastl
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INFORMANT'S NAME (TypwPrint)
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METHOD OF DISPOStTtON
O -JlJ C,........o
......... ""'"'-
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SlGNAJURE OF ty>E"'J- SERVICE
32a. ....~
Complete Items 23a-c only tIIJhen lty;ng
~l!lnol.vtMIatlteattJml;ordNthlO
'*tItr eaUM 0'......
....
Cumberland
No, cfilM:....1iwd
17 WlCtll"~lIn\Jtsof
MOTHER'S NAME' iF.st. ModdIlt. t.faden Surname)
,~ Minerva (Unknown)
IHFORMANT'S MAILING ADDRESS~. CilyfiMn. Slate. Lip Code)
. 720 Sutton Drive, Carlisle, PA 17103
PlACE OF 0tSP0Srr1QH. HIlme of~. CremMory lOCATklN. CityfTown. s....lIp Code
or 01'* ~
.... Har Jehuda Cemetery
Carlisle
,-
...
27. MAT I: Enter the diM..... inlUries Of ~hons whic" ell"" IN dUlh 00...,....... modItol dyirlQ. such I. C'fdiac: or .....alory .n"'. 'hocl or Mitt f.iIu,.
l_onfy'ONeaueeon~"".
Solomon Cherry
~ItornSt...o
2000
/lJ!r.) -C-
21d.
Upper Darby,
L (Y\e~~"hc f~-kc
DUE 10 (OR AS A CONSEOUENCE Of)'
('~l1cey--
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'>W-Cllflmlte
, ~betwMn
: CJnMt M1d dNttI
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PART II:
OIher si9nirlCanlc:ondlIionscantributlrq1Odeath, buI
norlnmrftiog In !hi underty;ng ~ o;v.n in PNn I
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WERE AUTOPSY FINDINGS
.tMUl.A8lE PfUOR 10
COMPLET1ON OIFCAUSE
OIF DERH1
DUE 10 (OR AS A CONSEOUENCE OF)
DUE TOCOO AS A CONSEQUENCE Of)
MANNER OF DEATH
.......
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DATE OF INJURY
(~Day. -'31'1
TIMe OF INJURV
INJURY I4T WORK? DESCRIBE HOW INJURY OCC\IRAf:O.
Homicide
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o ftlACE OF INJURY. At home, II"". streeI. IKlofy. omc.
buIldng,etc,ISpec.....'
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14ast ~IiU ann Wcstamcnt
OF HERBERT B. CHERRY
I, HERBERT B. CHERRY, of Wallingford, 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 null and void any and all wills and
Testaments or Writings in the nature hereof by me at any time
heretofore made.
FIRST: I order and direct my executrix, hereinafter named to
see to my proper interment.
SECOND: I order and direct my executrix, hereinafter named,
to pay all my just debts and funeral expenses, as soon as
conveniently can be done after my death.
THIRD: I leave, give, devise and bequeath all the rest,
residue and remainder of my estate both real and personal to my
wife, HELEN C. CHERRY, provided she survives me by ninety (90)
days. In the event my wife, HELEN C. CHERRY, does not survive me
by ninety (90) days, I leave, give, devise and bequeath all the
rest residue and remainder of my estate both real and personal to
my children, LYNNE CHERRY, STEVEN CHERRY, and MICHAEL CHERRY, in
equal shares per stirpes.
FOURTH: If any beneficiary is a minor, or in the opinion of
my executrix, is incapable because of physical or mental incapacity
of properly using any paYments of principal or income to which he
is entitled, my executrix may use any paYments to which the
beneficiary shall be entitled for the maintenance, support, health
and education of the beneficiary. Any amounts not required may be
held bx'l' m~~ e~=ecutri~, ~~d \lny prin=ip~l or acc~m~lat2.d i:-lc::nne shall
be paid over to the beneficiary upon termination of minority or
incapacity, or in the event of his death, to his personal
representative.
FIFTH: I nominate, constitute and appoint my wife, HELEN C.
CHERRY, as executrix of this my Last will and Testament. In the
event that she is unwilling or unable to act, I appoint my son,
STEVEN CHERRY, as alternate executor of this my Last will and
Testament.
'. ,
SIXTH: I direct that no fiduciary named herein shall be
required to file a bond in any jurisdiction in which she or he may
act.
$7 ~
IN WITNESS WHEREOF, I have this ~/ day 0 , 1991
hereunto set my hand and seal to this my Last will an Testament,
consisting of two (2) typewritten pages.
HJ!~~_(Seall
SIGNED, SEALED, PUBLISHED AND DECLARED by the said HERBERT B.
CHERRY, as and for his Last will and Testament, in t presence
of us, who, at his request, and in his presence, and in the
presence of each other, have hereunt scribed our mes as
witnesses.
." ~,
COMMONWEALTH OF PENNSYLVANIA:
ss
COUNTY OF DELAWARE
WE, HERBERT B. CHERRY, GARY A. HURWITZ and JOSEPH M. DeMARCO,
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
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 his or her
knowledge the testator was at the time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
~seall
\
Subscribed, sworn to and acknowledge efore me by HERBERT B.
CHERRY, the Testator, and subscribed and sworn to before m~by GARY
~WITZ and JOSEPH M. DeMARCO the witnesses this J/~. f day of
, 1991
J: '7
(Seal)
(Seal)
My Commission Expires:
T ',,'L SE.;L
REGINA M CMECO. Notary Public
~wllecl:J o. Dei~w3re Co
My Commissi n Exoires Feb. 14. 1994
.
COMMONWEALTH OF PENNSYLVANIA:
: ss
COUNTY OF DELAWARE
WE, HERBERT B. CHERRY, GARY A. HURWITZ and JOSEPH M. DeMARCO,
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
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 his or her
knowledge the testator was at the time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
JOSEPH . DeMARCO
subscribed, sworn to and aCknOWledge~ore me by HERBERT B.
CHERRY, the Testator, and subscribed and sworn to before me by GARY
~iljWITZ and JOSEPH M. DeMARCO the. witnesses this J/Y' day of
- j , 1991 / ~
,.
- Z
(Seal)
(Seal)
( Seal)
My Commission Expires:
T . olr:L SE.;L
REGiNA ~.t CMEeO. Notary Public
Mecl:!. o. Dei<lware Co.
My Commiss; rl Exclres Feb. 14. 199<1
-
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---
CERTIFICATION OF NOTICE UNDER RULE 5.6(a}
Name of Decedent:
HERBERT B.CHERRY
Date of Death:
December 2, 2000
Estate No.:
21-01 - 0143
To the Register:
I certify that notice of the beneficial interest estate administration required by Rule
5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries
of the above-captioned estate on February 21,2001.
Name
Address
Helen C. Cherry
720 Sutton Drive, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: February 21, 2001
~t~~
~AIDIS, SHUFF, FLOWER & LINDSAY
Name
Add ress
James D. Flower, Jr~
26 West High Streei
Carlisle, PA 17013
Telephone (717) 243-6222
Capacity:
Personal Representative
~ Counsel for Personal Representative
c/
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Herbert B. Cherry
Date of Death: December 2, 2000
Will No.
Admin. No.
21-01-0143
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 XX 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 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 XX No
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 attached to this report.
Date: 12/12/02
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/ S gna ture i,__
~ames D. Flower, Jr" ESQuire
Name (Please type or print)
Saidis, Shuff, Flower & Lindsay
26 West Biqh Street
Address Carlisle, PA 17013
(717) 243-6222
Tel. No.
Capacity:
Personal Representative
xx Counsel for personal
representative
(MAH:rmf/AM3)
Jj ..
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/05/2002
HELEN C CHERRY
720 SUTTON DRIVE
CARLISLE, PA 17013
RE: Estate of CHERRY HERBERT B
File Number: 2001-00143
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: 12/02/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc:
J File
Counsel
Judge
,
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~ Iud- 1>, Clu~
Date of Death: I a-/ rJ., cL ~on o {
Will No. Admin. No. ~/l/ ~
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 No y
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 Y No
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 attached to this report.
Date: I~t' -- 0 3
~0C~)
S gnature
\. ~) tf~~ W I f-LtJ w-~J..
Name (Please type or print)
d.h tv. ~t-&.iJ;,k~/~
Addres s .
(j(1) d- Y'3 -l~y)- ~
Tel. No.
Capacity:
Personal Representative
(MAH:rmf/AM3)
~Lounsel for personal
representative
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-02-2002
CHERRY
12-02-2000
21 01-0143
CUMBERLAND
101
JAMES D FLOWER
SAIDIS ETAL
26 W HIGH ST
CARLISLE
PA"i7013
'*
REV-1S.7 EX AFP 100-OU
HERBERT
B
Allount Rellitted
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
6,000.00
.00
.00
61,872.33
212,437.66
.00
(8)
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 ~
REY=is4j-iY-AFP-((ff':ci'2Y-NO,.-ici--OF-YNHiifiTAifCi-TA)rAPPRAisii"-ENT~--Ail-owAifci-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CHERRY HERBERT B FILE NO. 21 01-0143 ACN 101 DATE 12-02-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REV~RSE
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
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:
(9)
(10)
521. 00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
280,309.99
521 00
279,788.99
.00
279,788.99
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
.00
.00
~...~n (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.00
(11)
(12)
(13)
(14)
279,788.99 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Rli<-1~OG EX (&00)'
'* COMMONWEALTH OF
PENNSYLVANIA
. DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
,/
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21 - 01
01 43
COUNTY CODE YEAR
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DECEDENT'S NAME (LAST. FIRST AND MIDDLE INITIAL)
NUMBER
CHERRY, HERBERT B.
DATE OF DEATH MM--DD--YEAR)
SOCIAL SECURITY NUMBER
183 -
14
- 9543
DATE OF BIRTH (MM-DD-YEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
ecember 2,2000 March 21, 1923
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL)
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~l,OriginaIReturn
D4.limitedEstate
~6.DecedentDiedTestate(AllaChCOPyafWiIlJ
D9.liligationproceedsReceived
D2.suPPlementalReturn
D 4a. Future Interest Compromise (dale a/death a~or 12-t2-82)
D 7,DecedentMaintaineda living Trust attach BCIlpyafTfUslJ
D 10.SpousaIPovertyCredit(datBOfdeBthbetwee~12_3T_91a~dl_1-95)
D 3. Remainder Return (date 01 dealh priorto 12-13-82)
D5.FederalEstateTaxReturnReQUired
8. Total Number of Safe Deposit Boxes
Dll.Electiontotaxundersec.9113(A)allaChSohoo
THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO
NAME COMPLETE MAILING ADDRESS
James D. Flower, Jr..
s~f.l\~,A~Mtr,"fj6wer & Linds.
TELEPHONE NUMBER
717-243-6222 26 West Hi Street, C.rlis1e, FA 17013
(1) $
(2) $ 6,000.00
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1. Real Estate (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5, Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6, Joinlly Owned Property (Schedule F)
Dseparale Billing Requested
7, Inter-Vivos Transfers & Miscellaneous Non.Probate Property
(Schedule G orL)
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B. Total Gross Assets (total Lines 1.7)
9. Funeral Expenses & Admi~istrative Costs (Schedule H)
10, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1)
11. Total Deductions {total Lines 9 & 10}
12. Net Value of Estate (Line 8 minus Line 11)
(5) $ 61,872.33
(6) $ 212,437.66
(7)
~"''-'
(8) $ 280,309.99
(9) $ 521.00
(10) $
$ 279,862.99
$
$
(11) $ 521.00
(12) $ 279,862.99
(13) 0.00
(14) $
x.O_ (15) $ 0.00
X.o 45 (16) $
x.12 (17) $
x ,15 (18)
(19) $ 0.00
13. Charitable and Governmental Bequesls/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14, Net Value Subject to Tax (line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of line 14 taxable at the spousal tax
rate, or transfers under See, 9116 (a)(1,2)
16,AmountofLine 14 taxable at lineal rate
17. Amount of Line 141axable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
200
CHECK HERE IF YOU ARE REOUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL au STIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STRE<J~BO~ESS D'
utton five
CITY Carlisle I STATE PA I ZIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) $ 0.00
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A+ B + C ) (2) 0.00
3. Interest/Penalty if applicable
D.lnterest
E. Penally
TolallnleresUPenally ( 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) 0.00
5. If line I + line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
B. Enter the total of line 5 + 5A. This is the BALANCE DUE.
(5) $
(5A) 0.00
(513) $ 0.00
A. Enter the interest on the lax due,
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred; _ _ _ - - - - - - - - - - - ~ - - - - - - - ~ - - - - - - - - ~
b. retain the right to designate who shall use the property transferred or its income; - _ - - - - - - - - - - - - -
c. retain a reversionary interest; or _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~ _ _ _ _ _ _ ~ _ _ _ _ _ _ _ -
d. receive the promise for life of either payments, benefits or care? _ _ _ ~ _ _ _ _ _ _ _ - - - - - - - - - ~ -
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? - - - ~ - - - - - - ~ - - - - ~ - - ~ - - 8
3. Did decedent own an "in trust for"cRayable upon death bank account or security at his or her death? _
4. Did decedent own an Individual Retirement Account, annuity, or olher non-probate property which
contains a beneficiary designation? ~ _ _ _ _ ~ _ _ ~ _ _ _ _ _ _ ~ _ _ _ _ _ _ _ _ _ - _ _ _ - ~ 0
No
181
~
181
181
181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
UMhI ~II\\M of ptljuf'l, \ IIKla,.that' havt tumin,1I this IItllln, inclullinll accompllnyinll schedules and staltm,nb, anll to th, best of my knowl,IIIl' and b.U,f, Ills trll', corftct
and complttt.
D,clalltlonofpr.par.rotharthanth,ptrsonal r.pr,senlativ, Is bastd 0 nallinformatlonolwhlchpr.par,rhasanyknowl,dll'.
DATE
October /" 3)
, 2002
DATE /fJ!j I
October I~
,2002
For dates of death 0l"I or after July 1, 1994 anti Before January 1,1995, the tax rate imposed on the net value of transfers to or to the use of the surviving spouse is 3%
[72 P.S, 99116 (a) (1.1) (I)].
For dales of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to Of for the use of the surviving spouse is 0% [72 P.S. s9116 (a) (1.1) (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if
the sUNivlng 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 ;s 0% {72 RS. s9116(a)(1.2)].
The lax rale imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. s9116{J.2) [72 RS. ~9116{a)(1)].
The taxrate imposed on the net value oftransiers to or for the use ofthe decedent's siblings is 12% [72 P.S. s9116(a)(1.3)]. 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.
"""'''"''''''11''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESlOENT DECEDENT
SCHEDULE B
STOCKS & BONDS
CHERRY, HERBERT B.
FILE NUMBER
21-01-0143
ESTATE OF
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
6 shares of Philadelphia Suburban and Water stock, $1,000 each
VALUE AT DATE
OF DEATH
$ 6,000.00
TOTAL (Also enter on line 2, Recapitulation) .. $ 6,000.00
(If more space IS needed, ,"se'" additIOnal sheets of the same size)
~"."O"'.I'.O"I'I.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
CHERRY, HERBERT B.
FILE NUMBER
21-01-0143
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Tucker Anthony Retirement Account #AT-804608
VALUE AT DATE
OF DEATH
$ 61,872.33
TOTAL (Also enter on line 5, Recapitulation) $ 61,872.33
(If more space IS needed, Insert additIOnal sheets of the same size)
"""00""""""*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY -OWNED PROPERTY
CHERRY, HERBERTB.
FILE NUMBER
21-01-0143
ESTATE OF
If an asset was made joint within one year of the decedent a date of death, It must be rellGrted on Schedule G,
SURVIVING JOINT TENAtHi.S} NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A Helen C. Cherry
720 Sutton Drive, Carlisle, P A 17013
surviving spouse
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %Of OATEOFOEATH
ITEM FOR JOINT MADE Include name of financial institution and bMk account number or similar identifying number. Oil. TE OF DEATH DEeDS VALUE OF
NUMBER TENANT JOINT Attach dead for jointly-held real eslale VALUE QF ASSET INTEREST DECEDENTS INTEREST
I. A. Tucker Anthony Freedom Asset
Account #A T-003087 $275,475.32 50% $ 137,737.66
2 A Real Estate situate at
720 Sutton Drive, Carlisle, P A 17013 149,400.00 50% 74,700.00
TOTAL (Also enter on line 6, Recapitulation) $ 212,437.66
(If more space IS needed, insert additional sheets of the same size)
"'''''"..".,,''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
CHERRY, HERBERT B.
FILE NUMBER
21-01-0143
Debts of decedent must be reported on Schedule 1.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
I.
B. ADMINISTRATIVE COSTS:
I Personal Representative s Commissions
Name of Personal Representative (s) n/a
Social Security Number(s} I EIN Number of Personal Represenlative(s)
SlreetAddress
City Slate Zip
Year(s} Commission Paid:
2. Attorney Fees ISaidis, Shuff, Flower & Lindsay I 300.00
3. Family Exemplion: (if decedents address is notlhesameasclaimanls,allachexplanalion)
Claimant n/a
SlreetAddress
City Slale Zip
Relationship of Claimanl 10 Decedent
4. Pro bale Fees 132.00
5. Accountants Fees
6. Tax Return Preparers Fees
Cumberland Law Journal, advertising Estate Notice 75.00
7.
Register of Wills, filing Inheritance Tax Return 15.00
TOTAL (Also enter on line 9, Recapitulation) I 52 LOO
(If more space is needed, insert additional sheets of the same size)
REV,"'''',''''''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE J
BENEFICIARIES
. . - -
RelATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Helen C. Cherry surviving spouse residuary estate
720 Sutton Drive
Carlisle, PA 17013
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
11. NON.TAXABlE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1. None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. None
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET I 0.00
CHERRY HERBERT B
FilE NUMBER
21 01 0143
ESTATE OF
(If more space IS needed, Insert additional sheets of the same Slz.e)
1fiasf ~ill aub '(IT~sfam~uf
OF HERBERT B. CHERRY
I, HERBERT B. CHERRY, of Wallingford, 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 null and void any and all wills and
Testaments or writings in the nature hereof by me at any time
heretofore made.
FIRST: I order and direct my executrix, hereinafter named to
see to my proper interment.
SECOND:
to pay all
conveniently
I order and direct my executrix, hereinafter named,
my just debts and funeral expenses, as soon as
can be done after my death.
THIRD: I leave, give, devise and bequeath all the rest,
residue and remainder of my estate both real and personal to my
wife, HELEN C. CHERRY, provided she survives me by ninety (90)
days. In the event my wife, HELEN C. CHERRY, does not survive me
by ninety (90) days, I leave, give, devise and bequeath all the
rest residue and remainder of my estate both real and personal to
my children, LYNNE CHERRY, STEVEN CHERRY, and MICHAEL CHERRY, in
equal shares per stirpes.
FOURTH: If any beneficiary is a minor, or in the opinion of
my executrix, is incapable because of physical or mental incapacity
of properly using any payments of principal or income to which he
is entitled, my executrix may use any payments to which the
beneficiary shall be entitled for the maintenance, support, health
and education of the beneficiary. Any amounts not required may be
held by =~'execut=ix, ~~d 3ny prin=ipal or a~c~m~latcd i~c=~e shall
be paid over to the beneficiary upon termination of minority or
incapacity, or in the event of his death, to his personal
representative.
FIFTH: I nominate, constitute and appoint my wife, HELEN C.
CHERRY, as executrix of this my Last will and Testament. In the
event that she is unwilling or unable to act, I appoint my son,
STEVEN CHERRY, as alternate executor of this my Last will and
Testament.
SIXTH: I direct that no fiduciary named herein shall be
required to file a bond in any jurisdiction in which she or he may
act.
;;,'! a
IN WITNESS WHEREOF, I have this ~I day 0 , 1991
hereunto set my hand and seal to this my Last will an Testament,
consisting of two (2) typewritten pages.
HJl.~~('''')
SIGNED, SEALED, PUBLISHED AND DECLARED by the said HERBERT B.
CHERRY, as and for his Last Will and Testament, in t presence
of us, who, at his request, and in his presence, and in the
presence of each other, have hereunt, ' scribed our Itmes as
witnesses. (' !
(j,
~::;JM' DeMARCO
\
COMMONWEALTH OF PENNSYLVANIA:
ss
COUNTY OF DELAWARE
.
.
WE, HERBERT B. CHERRY, GARY A. HURWITZ and JOSEPH M. DeMARCO,
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
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 his or her
knowledge the testator was at the time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
(Seal)
(Seal)
(Seal)
JOSEPH . DeMARCO
subscribed, sworn to and aCknOWledgeWOre me by HERBERT B.
CHERRY, the Testator, and subscribed and sworn to before ~py GARY
~WITZ and JOSEPH M. DeMARCO the witnesses this 3/.' day of
, 1991 / .
c Z
My Commission Expires:
T
REG1N~ M C jo,iECO. Nctnry Public
Mecl.:!... c. Dei,,',vore Co.
MV Ccmmls3; n Exoires Fe~. to:!. 199.1