HomeMy WebLinkAbout01-0281
Eswreof Arthur C. Phillips, Jr.
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
;>1 - Q\ - ";)g ,
No.
To:
Register of Wills for the
I Deceased. County of Cumberland in the
Social Security No. .2 II -' 30 - l.s> , 38 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(~, who is~18 years of age or older andhe execut or
in the last will of the above decedent, dated September 25
and codicil(s) dated
named
, 1921--
(state relevant circumstances. e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in
h is last family or principal residence at
Cumberland County Pennsylvania, with
29 Harmony Hall Drive, Carlisle, PA 17013
Middlesex Township
(list street, number and muncipality)
Decendent, then 61
at home
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: N'::"..;.JL
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: 29 Harmony Hall Drive, Carlisle
years of age, died
March 7
,~ 2001 I
i l "'2- t C:::>C':C~
$
$
$
$
I 7 5"', DU>
~
7. ~', C>o('~
WHEREFORE, petitioner'" respectfully request(s) the probate of the last will anQ ~~)
presented herewith and the grant of letters testamentary
theron.
(testamentary; administration c.La.; administration d.b.n.c.La.)
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A1 red H. Phillips
1 ~outh Stoner Avenue
Sh;rpm~n~townJ PA 17011
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 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 truly administer the estate-according to law.
Swom to "' affi,med aod ,ub,cdbed ~~~ ~
before me this 12TH day of OQ
X~2 ~
l:::
~
:s:
No. 21 - 01 - ?81
Estate of
ARTHUR C PHILLIPS JR
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MARCH 14 )19 ?001, 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 SEPT 25, 1997
described therein be admitted to probate and filed of record as the last will of
ARTHUR C PHILLIPS JR
and Letters TESTAMENTARY
are hereby granted to ALFRED H PHILLIPS
Mm~~
MARY CLEWIS
FEES
Filed
$ 270.00
$ 10.00
$
$ 3.00
5.00
TOTAL _ $ 1nR nn
. . . . . . . MA.RC~. .1.4,. .2.QQJ. . . . . . . . . . .
717-243-4574
PHONE
John H. Brou;os, Esquire #6268
ATTORNEY (Sup. Ct. I.D. No.)
Probate, Letters, Etc. .........
Short Certificates(lc) . . . . . . . . . .
Renunciation ................
X-page-
llCP
4 North Hanover Street. Carlisle, PA
ADDRESS 17013
Called attorney on 3-14-01
l
u'r,:;.~n~ '~.cy 0/'~(,
This is to certify that the information here given is correctly copied fto~ an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
p
7247658
No.
1!:t" c ...,/
H105.144 Rev. 1191
me as
2L.. ~J~::,~~
MAR
9 2001
Date
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
:IPRINT
IN
!ANENT
:KINK
NAME Of DECEDENT (First, Middle. last)
SEX
2. Male
C
Jr.
UNDER' DAY
Hour' Minutes
DATE OF BIRTH
(Month. Day. 'feet)
BIRTHPlACE (City and
Slate or Foreign Country)
....
fl"EOF DEIJH Aprx. ODEAO(..ontn.D.y.....,)
.. 1:00 A.... 2..
27, "'AT I: EM., the dIMUn,ln;ul'iel or complicationa which ctIuSlld the death. 00 not ant... the mode 01 dying, IUCh a. ctIrdlac or respiratory arr8ll, Ihock or haal1lailure.
Lilt onty one cause on nch line.
b.
Disease
DUE 10 (OR /\5 A CONSEOUENCE OF):
DUE 10 (OR AS A CONSEOUENCE OF):
..
WERE AUTOPSY FINDINGS
"""LABLE PRIOR lO
COMPLE'TlON OF CAUSE
OFOE1J'H?
MANNER OF DEATH
DATE OF INJURY
(Month, DaV, Veer)
~
o
o
ST,qe FILE NUMBER
SOCIAL SECURITY NUMBER
..
DATE OF DEATH (Month. Day. 't'Mr)
.. March 7, 2001
~)o
RACE - Amarican Indiln. Black, White, ate
IS_
...White
SURVIVING SPOUSE
(II wife. give maiden name)
twp.
citylboro.
23b. 23c.
WAS CASE REFERRED TO :~L EXAMINER/CORONER? No 0
2.
,Approximate PART II: Other significanl conditions contributing to death. but
: intarval between nol resuhing in Ihe underlying cause given In PART I.
!onaaUnd .....
TIME OF INJURY
INJURY AT 'NOAK?
H""",,Ido
Pending InvestlgaliOn
o
o ~
o =~~~~~~Al home, farm, street, factory, office
....
wn,State)
Natural
v.sD
Accklant
No 0
.......
...
Could not be ct.tennil18d
1Ia, lib.
CERTIFIER (Check only one)
-CEJllTlfYtNO PHYSICIAN (Physician certilying C8U98 01 dea1h when anolher physician has pronounced dealh and compIe!ed Item 23)
To the best of my knowhldgit,deathoccurr.d due totha CIIu8le(a) end mannafU atatad. ......................................,.............
-PRONOUNCING AND ceRTIFYING PHYSICIAN (Physician both pt'onouncing death and certifying 10 cauta of dealh)
Ta the best of my knawt4Ictga, CIHth accvnwd at the u.n., date. and place, and due to the cauae(S) and fMMer U alated.. . . . . . . .. . . . . . . . . . . . . . . . .
-MEDICAL EXAMINER/CORONER
On the bula of examtMtlon and/ar Inve"lgatlon. In my opinion, death occurred It the time. date, and plac., and due ta the c.uH{a) and
manner.. atated., . . . , . . . .. . . , , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . .. . . . . . . .
31..
REGISTRAR'S SIGNATURE AND NU
~. ~~&.~~
l4.Jlbl-J\1OI
Yo.
o
Coroner
DATE SlGNED(Monlt1. Day. 'I'Hr)
o .... ....March 8, 2001
NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH
(Ilem 27) fype or Prinl Michael L. Norris, Coroner
~ 6375 Basehore Road, Suite HI
P' '2. Mechanicsburg, Pa. 17050
DATE FILED (Month, Day, Year)
...
.ill
1J Arthur C. Phillips, Jr. of 29 Harmony Hall Drive, Carlisle, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
1Jttm~: I direct that all my debts and funeral expenses shall be paid from my residuary
estate as soon as practicable after my decease as a part of the expense of the administration of
my estate.
1Jttm llrb:Jo: I direct that my remains be cremated and my remains given to my twin brother
Alfred H. Phillips of Shiremanstown, Cumberland County, Pennsylvania.
1Jttm llrbrtt: I give, devise, and bequeath my entire estate to my twin brother Alfred H.
Phillips. In the event that he predeceases me, then I give, devise and bequeath my entire
estate to my younger brother Larry R. Phillips of Elwood City, Pennsylvania.
1Jttm jfour: I appoint my twin brother Alfred H. Phillips Executor of this my last will.
Should he fail to qualify or cease to act as Executor, I appoint my younger brother Larry R.
Phillips to act as Executor with the same rights, powers, and duties.
1Jttm jfibt: All estate, inheritance, succession, and other taxes, imposed or payable by reason
of my death, and interest and penalties thereon, with respect to all property comprising my
gross estate for tax purposes, whether or not such property passes under this will, shall be
paid out of the principal of my residuary estate, without apportionment or right of
reimbursement.
1Jttm ,j,ix: I direct that my personal representative or guardian shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
1Jttm ,j,tbtn: In addition to the rights and powers given to the fiduciaries by law or elsewhere
in this will, I give to my Executor during the full time necessary and for the administration of
my estate the following rights and powers to be exercised in his or her sole discretion.
A. To retain any real or personal property which may at any time form a part of my
estate so long as he or she deems it advisable.
B. To invest in any real or personal property without restrictions to legal investments.
C. To repair, alter, improve or lease for any period of time any real or personal property
and to give options for leases.
D. To sell at public or private sale, for cash or credit, with or without security, to
exchange or to partition, to mortgage or pledge real or personal property, and to give
options for leases.
E. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I have hereunto set my hand this 25th day of September, 1997.
ffotlJlttb _ t2L? C d4~* .
Arthur c. Phillips, Jf. c.
The preceding instrument, consisting of this and one other typewritten page each identified by
the signature of the Testator was on the day and date thereof signed, published and declared by
the Testator therein named as and for his last will, in the presence of us, who at his request, in
his presence and in the presence of each other have subscribed 0
a- (~ a....v-
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
WeJohnH. Broujos and J.LID C,e T /ftJ J ~,L b ILIf-.tJ , witnesses whose names
are signed to the attached or foregoing instrument being duly qualified according to law, do
depose and say that we were present and saw the Testator sign and execute the instrument as his
last will; that he signed willingly and executed it as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the estator was at the time 18 or more years
of age, of sound mind and under no constraint or undu in. ceo
Go; ~ .
Sworn and subscribed to before
me t day of September, 1997.
)
L!
Notarial Seal
Sherr! L. Murphy, Notary Puolic
Carlis;e Bora, Cumberlanci COI 'nty
My Commission Expires Jan. 4, 199'
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I Arthur C.Phillips, Jr. whose name is signed to the attached document, having been duly
qualified according to law, do hereby acknowledge that I signed and executed the instrument as
my last will; that I signed it as my free and voluntary act for the purposes therein expressed.
/d~,,, ~ dAC~ ~ .
Arthur C. Phillips, Jr. / ~
Sworn and affirmed to and acknowledged
before me this 25th day of September, 1997.
~~ olltk-'~
~ -OTARY PUBLI ,.
Notarial Seal
Sh.e~r' L. Murphy, Notary PUiJlic
CarliSle Bora, Cumberlam; en, 'nty
My Commission Expire" ,Jan. 4, 198~
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_:::-
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Arthur C. Phillips, Jr.
Date of Death: March 7,2001
Will No.: Admin. No.: 21-01-00281
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphan's Court
Rules was served on or mailed to the following beneficiary of the above-captioned estate on June
7,2001 :
Name
Address
Alfred H. Phillips
3 South Stoner Avenue, Shiremanstown, PA 17011
Date: June 7, 2001
Notice has now been given to all persons entitled thereto under Rul
John H. Broujos, Esquire #06268
4 North Hanover Street
Carlisle, P A 17013
(717) 243-4574
Capacity:
Personal Representative
X Counsel for Personal
Representative
/
t
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
ARTHUR C PHILLIPS
, Deceased
No. 21-01-281
of 2001
To the Clerk of the Orphans' Court:
Enter the claim of CAPITAL ONE
Acct. 5291071437472507
In the amount of
$1,283.77
, against the above entitled estate.
The decedent, who resided at 29 HARMONY HALL DR, , CARLISLE PA 17013
died on
03/07/2001
. Written notice of said claim was given
to ALFORD PHILLIPS
,if known to claimant, at
(Personal Representative or counsel)
3 SOUTH STONER AVE, SHIREMANSTOWN, PA 17011
on
July 8, 2001
(Date)
(Claimant)
~~r
Address:
5330 East Main Street, Suite 200
Columbus, Ohio 43213
Claimant's Counsel
Address
()
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PROBATE COURT
CUm1:::erland County, State of Pennsylvania
Arthur C. Phillips Jr., Deceased
Case #21-01-281
Proof of Mailinq
I mailed the creditors claim to the fiduciary (and attorney, if applicable) as
follows:
I deposited a copy/copies of the claim with th~ L~2ted States Postal Service
in a sealed envelope with the postage fully pre-paid. I used first-class
mail. I am employed in the county where the mailing occurred. The
envelope (s) was/were addressed and mailed as follows:
Mr. Alfred Phillips
c/o JOM Broujos, Esq.
4 N. Hanover
Carlisle, PA 17013
Date of Mailing:
County of Mailing:
lo.!t~;:/
Dallas, Texas
the foregoing is true and correct.
for
The Bon Ton
P.O. Box 741026
Dallas, TX 75374
PACKEl .IE:
BTS-C0240S1F-001
48
RUN ON: 8/10/2001 00:54:38
THE BUN-TON
REPORT # 979
ACCT# 097-931-224 F C
717/737-3227 LIMIT
01/99 ADu CODE
ADu AMT
00000000 IN/COLL
STATUS
805 CYCLE
o MPI
o HIMPITY
o HIMPILY
HIMPIMO
8
NAME
+ ADDRESS
ADDRESS
CITY STATE
SPOUSE
EMPLOYER
ADDRESS
CITY STATE
PHONE:
***********************
******************
EXT:
ARTHUR C PHILLIPS uR HOME PHONE
DATE OPEN
3 S STONER AVE OTHER ACCT
CAMP HILL PA17011 REQ PAYMENT
AIR BAL
CURR PAY
MEMO PUR
MEMO CR
HOL-BON
TOTAL
805
COMMENTS:
PREV-BAL
791. 18
911 . 38
PURCHASE
.00
.00
PAY/RET
.00
135.00
FIN-CHRG
13.97
14.80
NEW BAL
805. 15
791.18
PAST/DUE
.00
.00
CUR
PRV
:&
PROBATE CDURT
Cumber land County, State of Pennsylvania
Arthur c. Phillips Jr., Deceased
Case #21-01-281
Proof of Mailinq
I rrailed the creditors claim to the fiduciary (and attomey, if applicable) as
follows:
I deposited a copy/copies of the claim with the United States Postal Ser:vice
in a sealed envelope with the postage fully pre-paid. I used first-class
rrail. I am employed in the county where the rrailing occurred. The
envelope (s) was/were addressed and rrailed as follows:
Mr. Alfred Phillips
c/o John Broujos, Esq.
4 N. Hanover St.
Carlisle, PA 17013
Date of Mailing:
County of Mailing:
I <!) /; ~/o /
Dallas, Texas
I declare under penalty of perjury that the foregoing is true and correct.
Date: /oj~/
4~=,
Agent for
Boscov's
P.O. Box 741026
Dallas, TX 75374
BE;Cq,y's . Inc.
Page: 1 Docume~ R-:..,a'rr'te]: BAEBARA /
~_y-41 - 0, !Wailing, PA -19606-4116, Ph:61 0.779.2000/ Fx:61 0.370.3495/ ;'yI'l<\IV.bu$cuv$.<,ulII
mIQ (
BOSCOV'S CREDIT DIVISION
ACCOUNT INQUIRY
ORGANIZATION 100 LOGO 110 ACCT 0000000000108830905 REL
SHORT NAME PHILLIPS ESTATE STATE PA HOME PHONE BLOCK CODES H
TOT CR LMT 0 EMPL CD 99 STATUS Z ~R PLAN '(ff-'
CA CR LMT 0 CSH AUTH .
CASH BAL .00 TOT DISP 0 .0
CASH AVAL .00 CASH DSP 0 .
O-T-B **********0 CYCLE DB 0 . ~TE <:qpgitwisio~6/10/1998
PCT LEVEL / ID S PA CYCLE CR 0 .00 CARD FEE DATE
CURR BAL 215.37 CYCLE PMTS .00 DTE LST BILL 08/0h/?OOl
PAGE 01
08/29/2001
16:03:29
D
2
4
6
CLAIM fORM
ESTATE OF /lIPTH<<-iC ~,r///LL/?~ 'f~.
Notice of c~ai.m by THe BeN rtJ IV
in the amount of S '7t7/ /5/ fUed pursuant to
ORPP..ANS' COURT DIVISION O~
COURT OF COMMON p~~ OF
t!a/J?1JE~LAIJ DCOlJNTY FA
_ _NO. ~/-CJ/-..:zf/
sac:ion JJS4, Probata, Estates and
Fiduciaries Code Laws of 1972. Act No. 104 effec:ive Ju~y 1, 1972 as amended.
Date
/cJ//// ~
I .
944.1 LBJ FREEWAY
Lock.Box 30
Dallas~ TX 75243
TO THE~RX OF THE ORPHANS' COURT DIVISION:
in the amount of S
r/Y LE
(C~a.imant
7'rI /3'
c:!4l? L~ 5 L E.
Aadress)
8CJ# rLJ!\/
and Address)
Enter the c~ai.m of
against the above entit~ed Estate. The decedent
who resided at
?4
died on - cJ.J #7/((:J /
, (Iy.lte)
Written notice of said claim was mailed to
. see attached
(Personal Represencative or Counsel)
at
on
(Address)
The basis of aforesaid claim is as follows:
(Date)
(Itemi:e fully to enable personal representative
to make proper investigation).
(Name)
44TLBJ FREEWAY
Lock Box 30
Dallas. TX 75243
(Address)
972-644-6360
Claimant's Counsel
(Address)
..
CLAIM FORM
ESTATE
OF /ler/luft!.. 0, /?/-I/LL/P:S J e.
.,-
BttJ5 {'fl VI S
cR.../.5: .3 ? fUad pursuant: to section 3384, Prabata, Estatas and
ORPP..ANS' COURT DIVISION O~
COURT OF COMMON P!.E.AS OF
CU t7?l3'ftfLIt/f lYOUNTY /"::>4
u_ _NO. c:?/ -c:; /.. ;:; S /
Notice of c.laim by
in the amount of S
Fiduciaries Code Laws of 1972, Act No. 104 effective Ju.ly 1, 1972 as amended.
Date
/~////8/
. /
9441 LBJ FREEWAY
Lock Box 30
Dallas~ TX 75243
TO THE~RK OF THE ORPHANS' COURT DIVISION:
in the amount of S
!3@5eCJL//5
(C.laimane and Address)
~/.~, g 7
l~/l-R~/5Le) f//1-
(Address) /
against the above entit.led Estate. The decedent
Enter the c.laim of
who resided at
died on
. (g -7- c:lCC/ (".
(Date)
Written notice of said claim was mailed to
. see attached
(Persona.l Representative or Counse.l)
at
on
(Address)
The basis of aforesaid c.laim is as follows:
(Date)
(Itemize fully to enable personal representative
to make proper investigation).
(Name)
Agent
Claimant's Counsel
(Agdress)
Name L
441 BJ FREEVVAY
Lock Box 30
Dallas. TX 75243
(Address)
972-644-6360
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
NO. CD 000616
BROUJOS JOHN ESQ
4 N HANOVER ST
CARLISLE, PA 17013
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
____nn fold
101
$4,073.71
ESTATE INFORMATION: SSN: 211-30-6738
FILE NUMBER: 21-2001- 0281
DECEDENT NAME: PHILLIPS ARTHUR C JR
DATE OF PAYMENT: 12/07/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 03/07/2001
TOTAL AMOUNT PAID:
$4,073.71
REMARKS: ALFRED H PHILLIPS
C/O JOHN H BROUJOS
CHECK#109
SEAL
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
INVENTORY OF THE REAL AND PERSONAL EST ATE OF
Arthur C. Phillips, Jr., deceased
Date of Death: March 7, 2001
1.
Residence, split level at 29 Harmony Hall Drive, Carlisle
$ 80,000.00
2.
M & T Bank checking acct #1057391
1,272.49
3.
Members 1 st FCU savings acct #121358
555.22
4.
Mellon Bank checking acct #182-204-1040
for Shamrock Cleaning Service
330.61
5.
Household items.
2,650.00
6.
1997 Chevrolet Lumina VIN: 2G 1 WL52MXV9263164
8,500.00
TOTAL
$ 93,308.32
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
Alfred H. Phillips, being duly sworn according to law, deposes and says that he, the Executor of
the Estate of Arthur C. Phillips, Jr., late of Carlisle, Cumberland County, Pennsylvania,
deceased, and that the within is an inventory made by Alfred H. Phillips, the Executor of the
entire estate of decedent, consisting of all the personal property and real estate, except real estate
outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the
Inventory represent its fair value as ofthe date of decedent's death.
,
Sworn and subscribed before me,
this _ day of December, 2001.
NOTARY PUBLIC
\-
/6~C2//-;Y
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
.INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1541 EX AFP liZ-III
JOHN H BROUJOS E~g2 FEB-1
BROUJOS 8 GILROY
4 N HANOVER ST CI&rh
CARLISLE Cl"...bUQl;'-..
P 1 :43
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-29-2002
PHILLIPS
03-07-2001
21 01-0281
CUMBERLAND
101
ARTHUR
C
ReCOrCd(
RefJ:'~-:;tr,
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=is4i-EY-AFP--n'2-:00Y-NOTicE--OF-YNHE"Rii;.irCE-TAx-A"PPRA"isEMENT~--AiDjw;'NCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PHILLIPS ARTHUR C FILE NO. 21 01-0281 ACN 101 DATE 01-29-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
80,000.00
.00
.00
.00
13.308.32
.00
.00
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
(8)
93.308.32
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
(9)
UO)
5.925.00
43,310.75
Ul)
(12)
(3)
(4)
49.:731; 75
44.072.57
.00
44.072.57
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~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
REDITS:
P MENT
DATE
06-07-2001
12-07-2001
.00 X
.00 X
44.072.57 X
.00 X
00 =
045 =
12 =
15 =
NOTE:
(9)=
.00
.00
5.288.71
.00
5.288.71
REC PT
NUMBER
AA496691
CD000616
DISCOUNT (+)
INTEREST/PEN PAID (-)
73.68
.00
AMOUNT PAID
1.400.00
4.073.71
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5.547.39
258.68CR
.00
258.68CR
. 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.)
.......
..
REV-1470 EX (6-66)
*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128~01
DECEDENTS NAME
FILE NUMBER
2101-0281
101
Arthur C. Phillips, Jr.
REVIEWED BY
ACN
ANITA MCCULLY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Total on line 14 was not correctly carried forward to line 17 on recapitulation page.
ROW
Page 1
16 ..c:1 /7- Y'
'v
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-1U7 EX AFP (01-021
F(C'c( : c
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-19-2002
PHILLIPS
03-07-2001
21 01-0281
CUMBERLAND
101
ARTHUR
C
.02 MAR 1 8 P 2 : 1 6
JOHN H BROUJOS ESQ
BROUJOS 8 GILROY
4 N HANOVER ST
CARLISLE
Allount Rellitted
I..>i:;ir
PA rHliP3"
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forI! with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
rfiv=i6'ifj-E,3f-AFP-foY:02y------...--iNHERITANCE-TAX-STAfEMENT-OF-ACCouiif--...---------------------
ESTATE OF PHILLIPS ARTHUR C FILE NO. 21 01-0281 ACN 101 DATE 02-19-2002
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: 01-29-2002
5,288.71
P R I NCI PAL TAX DUE: ..........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-07-2001 AA496691 73.68 1, 400.00
12-07-2001 CDOO0616 .00 4,073.71
01-30-2002 REFUND .00 258.68-
TOTAL TAX CREDIT 5,288.71
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
lIE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE 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. )
Final Settlement Statement
THIS is a statement made this 1./a.C day of ~, 2002, by Alfred H. Phillips, 29
Harmony Hall Drive, Carlisle, P A 17013, sol~and Executor ofthe Estate of Arthur
C. Phillips, Jr., Decedent, and whose name is set forth as signatory at the end ofthis Statement.
WITNESSETH:
A. Arthur C. Phillips, Jr. of 29 Harmony Hall Drive, Carlisle, Cumberland County,
Pennsylvania, died on March 7, 2001.
B. On March 14,2001, Letters Testamentary were granted to Alfred H. Phillips at File No.
21-01-0281 in the Register of Wills Office for Cumberland County, Pennsylvania.
C. Executor has administered the estate until the present time and has paid all debts of the
estate, including inheritance tax owed.
D. Decedent died testate, copy of will being attached hereto, providing for the residue of
decedent's estate to pass to his twin brother, whose name is subscribed hereunder.
K The assets of the estate are set forth in Exhibit A attached hereto and made a part hereof.
F. Executor has paid the debts of the estate as set forth in Exhibit B attached hereto and
made a part hereof.
G. There remains to be distributed to the beneficiary the assets set forth in the Schedule of
Distribution in Exhibit C attached hereto and made a part hereof.
H. The party desires to forego a formal account and schedule of distribution and desires to
conclude the estate by virtue of filing of this Statement.
NOW, THEREFORE, the said party intending to be legally bound sets forth the following:
1. Executor of the estate of deceased will not file a formal accounting or sch~ule of
distribution.
,~
,
2. Inheritance Tax was paid.
3. The party will distribute the assets in accordance with Exhibit C.
., _.:~
4. The beneficiary designates this statement as a "satisfaction of award" and hereby
authorizes and directs the Clerk of Orphans' Court to mark satisfied of record any award which
may subsequently be made by the Court with respect to the distribution made to the distributee in
this Statement.
5. The said beneficiary acknowledges that this Final Settlement Statement shall be filed
with the Clerk of Orphans' Court in final settlement of the estate of decedent Arthur C. Phillips,
Jr.
IN WITNESS WHEREOF, the Executor/Beneficiary, intending to be legally bound hereby, sets
his hand and seal the day and year first above written.
Alfr H. Phillips, Execut
29 armony Hall Drive
Carlisle, P A 17013
COMMONWEAL TH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND
On this, the / Sf" day of :r ~ ' 2002, before me the undersigned officer personally
appeared Alfred H. Phillips kno to me (or satisfactorily proven) to be the person whose name
is subscribed to the within instrument and acknowledged that he executed the same for the
purpose therein contained.
m WITNESS WHEREOF, I have hereunto set my hanz~~;~
Notary Pu lie
~/Uj~
v
Notarial Seal
Bridget Ann Corcoran. NotarY Public
Carlisle BOlO. Cumberland CountY
My Commi.sion BxpiJes JU\1C 10. 2006
Member. PeMiytvanlaAjiociatlOnclNolart8l
EXHIBIT A - ASSETS
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Residence, split level, .35 acres $ 80,000.00
29 Harmony Hall Drive, Carlisle, PA
2. Checking Account # 1057391, M&T Bank 1,272.49
3. Savings Account # 121358, Members 1st FCU 555.22
4. Checking Account # 182-204-1040, Mellon Bank 330.61
for Shamrock Cleaning Service
5. Household Furnishings 2,650.00
6. 1997 Chevrolet Lumina VIN: 2G1WL52MXV9263164 8.500.00
TOTAL ASSETS
$ 93,308.32
EXHIBIT B - DEBTS AND DEDUCTIONS
ITEM NUMBER DESCRIPTION
AMOUNT
A. FUNERAL EXPENSES
1. Hoffman-Roth Funeral Home
$ 1,775.00
B. ADMINISTRATIVE COSTS
1. Personal Representative Commissions - Alfred H. Phillips
2. Attorney Fees - Broujos & Gilroy, P.C.; EIN 23-2267691
3. Family Exemption
4. Register of Wills - Probate Fees
-0-
3,800.00
- 0 -
308.00
C. MISCELLANEOUS EXPENSES
1. Register of Wills - Inventory
2. Register of Wills - Inheritance Tax Return
3. Register of Wills - Final Settlement Statement
10.00
15.00
17.00
D. MISCELLANEOUS DEBTS
1 . M & T Bank mortgage # 978708-6
2. Boscov's acct # 108830905
3. The Bon Ton acct # 097-931-224
4. Capital One Mastercard acct # 5291 071437472507
($1,283.77 less 10% discount)
5. Sprint
6. Darlene Moyer - personal tax
7. York Waste - trash removal
8. Middlesex Township - water
9. P P & L - electric
10. Comcast Cable - cable TV
11. J C Penney
12. The Bon Ton -final payment
13. Wolfe & Shearer - appraisal of house
14. Margie Bushey - jewelry appraisal
TOTAL
40,349.88
215.37
791.18
1,155.39
96.72
10.00
30.75
86.63
109.85
36.34
43.64
135.00
225.00
25.00
49,235.75
5,288.71
Inheritance Tax
TOTAL DEBTS AND DEDUCTIONS
$54,524.46
*****
EXHIBIT C - DISTRIBUTION
Assets
$ 93,308.32
Balance for Distribution
$ 54,524.46
$ 38,783.86
Debts and Deductions
.-'
", '-', ,.._.....~
~ (QJ ~:)'u
Mill
J Arthur C. Phillips, Jr. of 29 Harmony Hall Drive, Carlisle, Cumberland County,
Pennsylvania, declare this to be my last will and revoke any will previously made by me.
Jttm em: I direct that all my debts and funeral expenses shall be paid from my residuary
estate as soon as practicable after my decease as a part of the expense of the administration of
my estate.
]lttm ll!ttlo: I direct that my remains be cremated and my remains given to my twin brother
Alfred H. Phillips of Shiremanstown, Cumberland County, Pennsylvania.
Jttm ll!bm: I give, devise, and bequeath my entire estate to my twin brother Alfred H.
Phillips. In the event that he predeceases me, then I give, devise and bequeath my entire
estate to my younger brother Larry R. Phillips of Elwood City, Pennsylvania.
Jttm .four: I appoint my twin brother Alfred H. Phillips Executor of this my last will.
Should he fail to qualify or cease to act as Executor, I appoint my younger brother Larry R.
Phillips to act as Executor with the same rights, powers, and duties.
Jttm .fibt: All estate, inheritance, succession, and other taxes, imposed or payable by reason
of my death, and interest and penalties thereon, with respect to all property comprising my
gross estate for tax purposes, whether or not such property passes under this will, shall be
paid out of the principal of my residuary estate, without apportionment or right of
reimbursement.
Jttm ~ix: I direct that my personal representative or guardian shall not be required to give
bond for the faithful performance of their duties in any jurisdiction.
Jttm s;tbtn: In addition to the rights and powers given to the fiduciaries by law or elsewhere
in this will, I give to my Executor during the full time necessary and for the administration of
my estate the following rights and powers to be exercised in his or her sole discretion.
A. To retain any real or personal property which may at any time form a part of my
estate so long as he or she deems it advisable.
B. To invest in any real or personal property without restrictions to legal investments.
C. To repair, alter, improve or lease for any period of time any real or personal property
and to give options for leases.
D. To sell at public or private sale, for cash or credit, with or without security, to
exchange or to partition, to mortgage or pledge real or personal property, and to give
options for leases.
E. To make distribution in kind.
F. To compromise claims.
IN WITNESS WHEREOF, I have hereunto set my hand this 25th day of September, 1997.
~inntb. r;~;i#? c' /djt-#
Arthur C. Phillips, Jr.
L
The preceding instrument, consisting of this and one other typewritten page each identified by
the signature of the Testator was on the day and date thereof signed, published and declared by
the Testator therein named as and for his last will, in the presence of us, who at his request, in
hi, _en" ",d in the _enee of eneh othee have ,""eribed 0(/
..~~~
a- (~ CLA..J--'
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
WeJohnH.Broujosand t-LIDC,e T /kJJ ~.LblL~ ,witnesseswhosenames
are signed to the attached or foregoing instrument being duly qualified according to law, do
depose and say that we were present and saw the Testator sign and execute the instrument as his
last will; that he signed willingly and executed it as his free and voluntary act for the purposes
therein expressed; that each of us in the hearing and sight of the Testator signed the will as
witnesses; and that to the best of our knowledge, the estator was at the time 18 or more years
of age, of sound mind and under no constraint or undu in e.
(;(y ~ .
Sworn and subscribed to before
me thO " day of September, 1997.
\
')
'-I
Notarial Seal
Sherr; L. Murphy, Notary PUJlic
Carlis;e Boro. Cumberlanc. CCI'nty
My Commission Expires Jan. 4, 199'
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I Arthur C.Phillips, Jr. whose name is signed to the attached document, having been duly
qualified according to law, do hereby acknowledge that I signed and executed the instrument as
my last will; that I signed it as my free and voluntary act for the purposes therein expressed,
k~N~ C. d~:L~ CU .
Arthur C. Phillips, Jr. /'
Sworn and affirmed to and acknowledged
before me this 25th day of September, 1997.
"'~J"C cJ />.1~,J~'1
. . . OTARY PUBLI~ I I
Notarial 80<11
Shere' L. Murehy, NQlil,.y ou,)lic
Carhs,(l Bora, CumbfHlcm;:
My Commission F=n~\:~'(' '; ,Jn~.: j
CJvV
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Arthur C. Phillips. Jr.
Date of Death: March 7. 2001
Will No.
Admin. No.
21-01-0281
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 X No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. Ifthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account/statement with the
Court? Yes X No
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes X No
d. Copies of receipts, releases, joinders and approvals
accounts may be filed with the Clerk of Orphans' ourt an
attached to this report.
Date: 7.1.02";::!-
~~\
2: ~ Capacity:
John . Broujos
4 N. Hanover St., Carlisle, PA 17013
717-243-4574
Personal Representative
~ Counsel for Personal
Representative
~-l500~+(~)~~WEALTHOF
'* PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
.. HARRISBURG, PA 17128.0001
DECEDENTS NAME (LAST, FIRST. AND MIDDLE INIM)
Philli S Jr. Arthur C.
DATE OF DEATH (MM-OQ.Yea-)
I-
Z
W
o
w
U
w
o
~
REV -1500
INHERITANCE TAX. RETURN
RESIDENT DECEDENT
OFFICW..USEQNlY
/~-0217-1
FILE NUMBER
2 1 -0 1 0 0 2 8 1
~-'l'eAA---NiiiiER--
SOCIAL SECURlTY NUMBER
DATE OF BIRTH (MM-OQ.Yea-)
211-30-6738
THIS RETURN IIUST BE FLED IN DUPLICATE WITH THE
REGISTER OF WIllS
03/07/2001 03/21/1939
(IF APPLICABLE) SURVIVING SPDUSE'S NAME (lAST, FIRST, AND MIDDLE INITlA4
SOCIAl SECURITY NUMBER
uJ
....
",:$.,
0"''''
w~()
J:cr:9
0...,
~
00 1. Original Retum
o 4. Limited Esla\e
00 6. DecedentDied Teslate (-"","'''"1
o 9. Litigation Proceeds Received
o 2. Supplemental Retum
o 4a.FuturelnterestCompromiseldalBoftl88lh"12-12~2)
o 7. OecedentMalntained a Living Trust (AJ1a:hCO\lY ofTrust\
o 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1.1.95)
o 3. Remainder Retum (daEofdeathpriorbI2-13-82)
o 5. Federal Estate Tax Retum Required
Q... 8. To\alNumberofSafeOepos~8oxes
o 11. Election to tax under Sec. 9113(A) (_"'01
....
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I. Real Estate (Schedule A) (I)
2. Slocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgage, & Notes Receivable (Schedule 0) (4)
5. Cash, Bank, Deposi~ & Mlscettaneous Perwr.al property {5}
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G Of L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent Mortgage Liabil~s, & Liens (Schedule I) (10)
II. Total Deductions (fotal Lines 9 & 10)
12.. Net Value of Estate {line 6 mInus Line 11)
13. Charttable and Governmental BequestslSec 9113 Trusts for which an election to tax has nol been
made (Schedule J)
:0
~
..
f;:
I,'"
o
""
93,308.32
49,235.75
44,072.57
14. Net Value Subject to Tax (line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
44,072.57
z
Q
I-
<(
I-
::)
a.
:;;
o
()
X
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t-
15. Amount of Line 14 taxable at the spousal tax
rate, ortransfelS uMerSec. 9116Ia)(1.2)
19. Tax Due
X _(IS)
X _(16) 000
46,197.57 X 12 (17) 5,543.71
X .15 (18)
(19) 5,543.71
16. Amount of Une 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount ofUne 14 taxable at collateral rate
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
'" ",:BESliRErOANSWERALL QUESTIONS. ON.REVERSESIDE AND RECHECK MATH < <
dt'C Add
Dece en s omplete ress:
STREET ADDRESS
29 Harmonv Hall Drive
aTY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
5,543.71
1.400.00
70.00
Total Credits (A +8 +C)
(2)
1,470.00
3. InteresUPenalty if applicable
D.lnterest
E. Penalty
TotallnteresUPenalty (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
8. Enter the total of Line 5 + SA. This is the 8ALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
000
4,073.71
4,073.71
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X. IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ........................................................................... 0 [RJ
b. retain the right to designate who shall use Ihe property transferred or its income; ........................................ 0 [RJ
c. retain a reversionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 [RJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?..................................... ......................................................... 0 [RJ
3. Did decedent own an 'in truslfor' or payable upon death bank account or security at his or her death? ................. 0 [RJ
4. Did decedent own an Individual Retirement Acoount, annuity, or other non.probate property which
contains a beneficiary designation? ........................................... ........... ................................................. 0 00
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 perjury, I declcn that I have examined this return, includin~ accompanying schedules and statements, and to the best of my knowledge lRl belief, it is true, correct
and complete.
Declaration of preparer other thi:l'l the personal representative is based on allmformation 01 whICh preparer has any knowledge.
SIGNA TUR~~~. SO~ESP~, SIBL 1'1 I G. RETURN DATE
{h~ #, 12/7/2001
ADDRESS 29 Harmony Hall Drive
Carlisle
SIGNATURE OF PREP E
ADDRESS
4 No Hanover Street
Carlisle
PA 17013
DATE
12/7/2001
PA 17013
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 PS. ~9116 (al (1.1 I (i)].
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. ~9116 (a) (1.1) (ii)l.
The statute does not exemot a Iransfer 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 lax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenl's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(al(ll1.
The tax rate imposed on the net value of transfers to orforthe use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under Seclion 9102, as an
individuai who has at least one parent in common with the decedent, whether by blood or adoption.
""'''''''''''.0.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
I
SCHEDULE A
REAL ESTATE
DESCRIPTION
VALUE AT DATE
OF DEATH
80,000.00
29 Harmony Hall Drive, Carlisie, PA
Residence, split level, .35 acres.
See appraisal attached.
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
80000.00
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Ray "Buz" Wolle, CRS
Broker/Partner
WOLFE &
SHEARER
REALTORS
William L, Shearer, Jr" CRS
Broker/Partner
-
.....
)
33 SoU!!'l Pitt Street
Cerlisle, PA '70~3
117.243.1551
900.377.3027
t<<x 717 .24J.Q472
www.wolfeshsarer.com
RESIDENTIAL
COMMERCIAL
APPRAISAlS
INDUSTRIA,
CONSULTING
INVESTMENTS
Oecembcr 5,1001
Mr. John H. Broujos, Esquire
Broujo. >nd Gilroy
Attorneys At Law
4 North H&nc.v~ Street
Carhsle, PA 17013
REF'
E.tate of Arthur C. P:l1llips
29 H&t'mOnv Hall Drive
Cumbel'hmd COWlt}'
Carlisle, PA I i013
Dear Mr Broujos:
In complian~ with your rtquest, 1/we nave personally inlipected \he abt">ve caphoned pIOpert)' to estimate-
the llWket value as Qfth. dl"'. of death (March 7, 20(1),
The '.:alu" s.hownhas been aniyed a.t after careful study of the location and type of
improve.ments, l~ir present pbysiCfll ;,ondition and their prei':~l1t Qse. Thc;r-don:, ( believe
it ,0 reflect a tNe J'DeaSUr~ of the market value {(AS OF "l\larch 7,2001
V ALUE REPORTED, EIGHTY THOUSAND DOLLARS ($80,000)
I hereb)' certify that I have DO tmancial interest, pt<sc:nt or contempl;)ttd~ in th15 P!operty,
and. ~t neithel' th~ ~loymeDt to make d1e awral531uQc the c('Impenntioll therefrom is
contingent upon the value repomd.
Sincerel y yours,
~-\\:~----_.__..
~~~~
WILLIAM A. BASSETI
Cenified =eral R.al
E~tate Apprmer
GA-001618-L
""''''EX_"." '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF FILE !lUMBER
Phillios Jr Arthur C 21 01 00281
Indude the proceeds of litigation and the date the proceeds were reoaNed by the estate. All property jolntly-owned with the right of survlvol$hlp must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M & T Bank checking acct # 1057391 1,272.49
2. Members 1 st FCU savings acet # 121358 555.22
3. Mellon Bank checking acet # 182-204-1040 330.61
for Shamrock Cleaning Service
4. Household items. list attached. 2,650.00
5. 1997 Chevrolet Lumina VIN: 2G1WL52MXV9263164 8,500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additIOnal sheets of the same size)
13308.32
Household Items
Estate of Arthur C. Phillips, Jr.
Living Room
Sofa
Chairs
Lamps
2 end tables
Coffee table
Fake firep lace
Pictures
Library table
Misc.
$ 50
100
50
50
50
50
100
50
--.2Q
550
Dining Room
Table and chairs
Buffet
China cupboard
China and silver
Grandmother clock
$200
100
50
200
300
850
Kitchen
Table and
2 chairs
Refrigerator
Antique
cupboard
$ 50
200
-12
325
Bedrooms Basement Jewelry
Sofa 50 Tools 50 3 rings 350
Chairs 50
TV 25
Table 100
2 beds 200
3 dressers 75
2 shelf units ~
525 TOTAL $ 2,650
MARGARET B. BUSHEY
ANTIQUE AND ESTATE JEWELRY
December 7, 2001
The foUowing three rings have been examined and identified for the purpose of estate
distribution. No liability is assumed for any action taken with regard to this identification.
DESCRIPTION
APPROXIMATE VALUE
One Gent's 10K White Gold Ring with Synthetic Gemstones
$25.00
One Gent's 14K Yellow Gold Ring with Two Diamonds each
approximately .20 - .25C each with a clarity grade of II - U
$175.00
One Gent's 14K YeUow Gold Ring with One Diamond
approximately .20 - .25 C with a clarity grade of II
$150.00
""''''''.'''''*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Phillios Jr Arthur C
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21 01
00281
ESTATE OF
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Hoffman-Roth Funeral Home 1,775.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (5) Alfred H. Phillips 0.00
Social Security Number(s) I EIN Number of Personal Representative{s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees Broujos & Gilroy, P.C. EIN: 3,800.00
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees to Register of Wills 308.00
5. Acoountanl's Fees
6. Tax Return Prepare(s Fees
7. Register of Wills - Inventory 10.00
8. Register of Wills - Inheritance Tax Return 15.00
9. Register of Wills - Final Settlement Statement 17.00
TOTAL (Also enter on line 9, Recapitulation) $ 5925.00
(tf more space is needed, insert additionai sheets of the same size)
R"''';~.(l97l.
COMMONWEALTH OF PENNSYLVANIA
!NHERI1I\NCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
21 01
ESTATE OF
Phillios Jr. Arthur C.
00281
Include unrelmbursed medical expenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
DESCRIPTION
AMOUNT
40,349.88
M & T Bank mortgage # 978708-6
Boscov's acct # 108830905
215.37
The Bon Ton acct #097-931-224
791.18
Capital One Mastercard acct #5291071437472507
$1.283.77 less 10% discount
1,155.39
Sprint
96.72
Darlene Moyer - personal tax
10.00
York Waste - trash removal
30.75
Middlesex Township - water
86.63
P P & L - electric
109.85
Corneas! - eable TV
36.34
J C Penney
43.64
The Bon Ton
135.00
Wolfe & Shearer - appraisal of house
225.00
Margie Bushey. jewelry appraisal
25.00
TOTAL (Also enter on line 10. Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
43310.75
~ M&f Mortgage Corporation
A SUBSIDIARY OF M.!JBANK. O."er 140 Years of Experience Behind Us
April 09, 2001-/a~kz{,~
;{// 30 673J7
------.,
Arthur C Phillips
29 Harmony Hall Dr
Carlis 7013 840b ~,
~iJJ}m()~
RE: Loan NO'(~
Property Addres~armony Hall Rd
Carlisle PA 17013
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fb~YC{, of;f
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Dear Mortgage Customer(s):
&#.
j-J7oo---- 7;?~- ;<e2::<L/.
~
Your mortgage loan is in default, with a total amount
and may be subject to an inspection to confirm the
above referenced property. You will be responsible
reimbursement of this cost.
$ 891.68,
of the
To cure this default, avoid further cOllect~'on 'fforts and prevent
additional negative credit reporting, your ac unt must be brought
current immediately. Please send the amount aue to the following
address:
/
M&T Mortgage cor~ration
Attn: Payment P ocessing
P.O. Box 444
Buffalo, NY
Please include your
your check or money order.
If your default was caused by ents beyond your control, you may be
eligible for assistance in av iding foreclosure and resuming
normal monthly payments thr gh a number of different loss mitigation
programs.
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P/; a: ~ c::;r',al/t',':(
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(, M&T Mortgage Corporation' P.O. Box 1288 . Buffalo, New York 14240 . (716) 626-7010 . (800) 724.2224
~/ ~ ;) I f c7 www.mandtbank.com
Please call our office i mediately at 1-800-724-1633 to discuss the
loss mitigation options available to you.
r!/!
Sincerely,
...--'
Mary Tromanhauser /~,?./- .:....
:v J' hI tL Zc Jo{~l~;d1-~
""";""'."."*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
I.
r
FILE NUMBER
21 01
RELATIONSHIP TO DECEDENT
Do Not List Trusteels)
OD2R1
AMOUNT OR SHARE
OF ESTATE
100%
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, 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
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1.
Alfred H. Phillips
29 Harmony Hall Drive
Carlisle, PA 17013
brother
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
,.
TOTAL OF PART 11- ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)