HomeMy WebLinkAbout01-0464
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of FRAnces S c.cR../Ylr-+n No. ~J" 0/- <r~~
also known as To:
Register of Wills for tije I
Deceased. County ol\ ]p\bQR..l ~nc:l in the
Social Security No. j 107 -'-.52:J - 9896-' 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 execuUl,1 J(
in the last will of the above deceden~ted At )9 . lc2,.-
and codicil(s) dated
named
,19~
Decendent was domiciled at death in
h e. ~ last family or principal residence at
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
b '
Fl
(list street, number and muncipality)
Decen ent, then q 3 years. of age, died ty) 0 I J -3 , W- c:Jc.c i,
at \\sl<a. o~ . ,T~ I I
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:
nA-..l 00
QL)0C) -
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1- ss
COUNTY OJ;' ~';4J.!5FI2I./fI...)D J
The petitioncr(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.
Sworn to or affirmed and subscribed a~.-eC e ~??) V)
before me this / " 0.., day of # ~.
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No. 21-01-0464
Estate of
FRANCES S. CORMAN
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 10 , 2001 19_, 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 AUGUST 12. 1993
described therein be admitted to probate and filed of record as the last will of
FRANCES S. CORMAN
and Letters TESTAMENTARY
are hereby granted to JANET C. HORN
~Q. ,!i'OJ~ pH. ed, ..~i;.L/};~
_ Register of Wills
FEES
Probate, Letters, Etc. ......... $ 25.00
Short Certificates(S) . . . . . . . . .. $ 15.00
~ E)'{'l'M .l?C;S. .4 . .. $ 6.00-
JCP $ 5.00
TOTAL _ $ 51.00
Filed .~f. .~Qt. .2.Q<H....................
AITORNEY (Sup. Ct. 1.0. No.)
ADDRESS
PHONE
MAILED LETTERS AND ORDERS TO HILLIARD LYONS.
HIOS.80S REV 9186
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
L?cal Registrar. The original certific~tewill be forwarded. to the State Vita.!. Records Office for permanent Fding.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No.
-1 ""~ M~ - ~4 'n
Local Registrar
p
7386364
11/7 '?
;i~e/
Date
Hl05.14JAh 2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
lYPfJPRlHT
IN
PER.....NENT
BLACK INK
NAME OF oeCEDE.NT ,hs. ~.l._
t.
Frances S. Corman
SEX Female
..
Sl~i h.E :-lUMBER
SOCiAl SE:CU~TY HUMBER
.. 167 _ 50_
9895 :"E~~~:'~'M'l-1
AGE (la"8ir1tIdIiy)
93 v..
UNDER 1 YEAR
- Doyo
..
COUNTY OF oeRH
Cumberland
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DECEDENT'S USUAl occuPRlOH
(~lr.n101~OOhIduI!.1.~
"-'Plt'JttffiMaRe~
lMRItAL STATUS. MarnId
,.... ........ WidCMM.
~=d
SURvIV1HQ SPOuSE
11l......g.ve"'-*'~
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FRHEfI"SNAME tFirtl. ~ latlJ
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1HF000000'S_(T_
Aaron Capp
Janel C. Horn
11..[J:"-==~~
MOTHER'S NAME {Firsl. M.ddIit. Malden &,tNme)
Mechanicsburg
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Clara Baker
II.
"'OfIMANrs~rt'~rreC~e"Ch~fC:burg. Pa.
17055
~"omStat.O
PlACE OF OISPOSITKlN. Name of c.m.c.y, Cf..mwy
"""'"'~echanicsburg Cemetery
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lOCRlOM.COy/TcNoo. SIMa. Zlo"-
Mechanicsburg, Pennsylvania
2141.
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DAlE OF tHJURY
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DESCRt8E HOW INJURY OCCURRED.
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building. etC_ ISpec"vl
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....EDlCAl. EXAMINER/CORONER
On the btlaia o' ..aminallon .ndlCM' lnveftigaUe:tA, In my opinion, d.ath OCC;U,," allhe lime. dale, and place. and due 10 Ihe cause(a) and
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To'" bnt 0....., know....... ct..... cw:c:UfnlCIdue.. the cauaa(.land mann4'" stated. . . . . .
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'PRONOUNCIHG AND CEATWVaNG PHYSK:IAH IPhWSCIiill bOO1 ;.lI:;)ll(JUfoCong lJealh drld .:;efl.lY'f"IQ 10 caus.t of ojeal.t,l
to... tMMot...y \LnI)~., de.'" occurre4 .1'" time, d.... and place, and due to the UUH(.) and manner.. _Iotled.. ,
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LAST WILL AriD TESTAMENT OF FRANCES S. CORI1AN
I, FRANCES S. COR}~N, of the Borough of Mechanicsburg,
County of Cumberland and State of Pennsylvania, being of sound
and disposing mind, memory and understanding, do make, publish
and declare this my Last Will and Testament, hereby revoking and
making void any and all prior Wills by me at any time heretofore
made.
1.
I direct the paYment of all my just debts and funeral
expenses as soon after my decease as the same can be conveniently
done.
2.
I give, devise and bequeath my House and Lot of Ground
situate on the Northwest corner of Simpson and Norway Streets
in the Borough of Mechanicsburg, Cumberland County, Pennsylvania,
presently known and numbered as 527 East Simpson Street, Mechanics-
burg, Pennsylvania, to my daughter, JANET C. HORN, absolutely,
unconditionally and in fee simple.
3.
I give, devise and bequeath my House and Lot of Ground
situate on the West side of Norway Street in the Borough of
Mechanicsburg, Cumberland County, Pennsylvania, presently known
and numbered as 108 Norway Street, Mechanicsburg, Pennsylvania,
-1-
to my daughter, JANET C. HORN, absolutely, unconditionally
and in fee simple.
4.
I give and bequeath the contents of my personal residence
located at 527 East Simpson Street, Mechanicsburg, Pennsylvania,
such as, but not limited to furnishings, personal belongings,
tools and equipment, to my daughter, JANET C. HORN.
5.
I give and bequeath eighty (80%) per cent. of my residuary
estate then remaining, of whatsoever nature and wheresoever
situate, to my daughter, JANET C. HORN.
6.
I give and bequeath the remaining twenty (2~;) per cent.
of my said residuary estate to my two (2) granddaughters, to wit,
CA..110L ANN HORN and KELLY FRANCES STANLEY, share and share alike,
per stirpes.
LASTLY, I nominate, constitute and appoint my daughter,
JANET C. HORN, Executrix of this my Last Will and Testament, and
in the event that my said daughter should predecease me, or should
she be unable or unwilling to serve in such capacity for any
reason, then in such event, I nominate, constitute and appoint
PNC BANK, NATIONAL ASSOCIATION, Executor of this my Last Will
and Testament, in her place and stead.
-2-
IN WIm~ESS vrnrnREOF, I have hereunto set my hand and seal
this )::1 day of August, A. D., 1993.
2:t./la~{';~..~ P M/(J[~?L
Frances S. Corman
(SEAL)
Signed, sealed, published and declared by the above
named, FRANCES S. CORMAN, as and for her Last Will and Testament,
in the presence of us, who have subscribed our names hereto as
witnesses, at the request of said testatrix, in her presence and
in the presence of each other.
C~ p,~d
~Af~'
-3-
R OF WILLS OF
TO OF SUBSCRIBING WIT
/
COUNTY
SS
codicil ~"
(each) a subscribing witness to the will presented
law, depose(s) and say(s) that
rewith, (each) being duly qualified according to
present and saw
/ '
the testat , sign the same and th~ ^', signed as a witness at the
request of testat_ in h _ ~~nce and (in the pres~'Cle~f each other) (in the presence of the
other subscribing witness(es)). / ~
Sworn to or affirmed and syl5Scribed before '-,
me this / day of (Na~"
// 19 ".
/ -
7/
(Name)
(Address)
Register
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
MARSHALL A NEY AND JUDY A WALKER
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of FRANCES S CORNMAN
~
testaL~ of ~~ the will
that
they
presented herewith and
codicil
believes the signature on the will is in the handwriting of
FRANCES S CORNMAN
~:::.::.S:::f::::;;d su:::;::g:e::: be.lief.~~~~_ _ ~~ -
me thIS /0 day of , /Na e) /.' // /J /
vn~ tII.. ;:2tXJ { r 02- 'rJ.- (A v l' :..e ( t( // ;;; /lfl!
ma~t1. Kw1X4~.I!-d. ~~~'df- (Ad~)Q
RegIster ~etdh[i ~
J - (Name) f) JJ /l_ ,,/) J 1'/ / ..d.
1~1:).. Ca-M(~~ r~~ ~ Nll/r'd
(Address) 17t711
"€:.
--
CERTIFCATION OF NOTICE UNDER RULE 5.6(A)
Name of Decedent: Frances S. Corman
DmeofDemh: May 3, 2001
Will No.:
2001-00461~
Admin No.:
To the Register:
I certify that notice of (beneficial interest) estate administration 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 May 14, 2001
Name
Address
Carol Ann Horn, 10 South High St., Mechanicsbur~, FA 17055
Kelly Frances Stanley, 7000 Wertzvi11e Road, Mechanicsburg, PA 17055
Janet C. Horn, 609 Robert st., Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None
Date:~. 16, 2001
(k~e~
~ature
Janet C. Horn
Name
609 Robert st.
Mechanicsburg, PA 17055
Address
717-766-8293
Telephone
Capacity: ~ Personal Representative
D Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MICHAEL KUNISKY CPA
515 S 29TH STREET
HARRISBURG, PA 17104
-------- fold
ESTATE INFORMATION: SSN: 167-50-9895
FILE NUMBER: 21-2001- 0464
DECEDENT NAME: CORMAN FRANCES S
DATE OF PAYMENT: 09/04/2001
POSTMARK DATE: 08/31/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 05/03/2001
NO. CD 000229
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $23,751.00
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TOTAL AMOUNT PAID:
$23,751.00
REMARKS: JANET C HORN
C/O MICHAEL KUNISKY CPA
CHECK# NONE
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
O~41<>.L:I:-
N...MBER
OFFICIAL USE ONLY
/ (,- .:<,3() - :6
FilE NUMBER
02.- -..L - 6 L
COlMY CODE YEAR
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DECEDENT'S NAME (LAST, FIRST. AND MIDDLE 1N1TL<\l)
CORMAN, FRANCES S.
DATE OF DEATH (MM-DD- YEAR)
DATE OF BIRTH (MM-DD- YEAR)
167-50-9895
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCUll SECURITY NUMBER
SOCUll SECURITY NUMBER
05/03/2001 05/19/1907
(IF APPLlCABUE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITL<\l)
w IZI 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (dale of deatll prior 10 12-13-82)
...,
",,,&,,, 0 4. Limited Estate 0 4a. Future Interest Compromise (dale of death after 12-12-82) 0 5. Federal Estate Tax Return Required
0"''''
w"-o 0
rOO IZI 6. Decedent Died Testate (Attach copy of 1J\Ii1l) 7 Decedent Maintained a Living Trust (Attach copy of Trust) ~ 8. Tolal Number of Safe Deposil Boxes
o"'~
,,-CD
"- 0 9. Litigation Proceeds Received 010. Spousal Poverty Credit (date of death between 12.31.91 aoo \-1-95) D 11. Eleclion to tax under Sec. 9113{A) (AllachSchOl
""
>- THIS SECTION MUST BE COMPLETED. All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
ilj NAME COMPLETE MAILING ADDRESS
~ MICHAEL KUNISKY, CPA MICHAEL KUNISKY
o
~ W~t~~~K~"\ND OBROCK, CPA'S 515 S. 29TH STREET
g; TELEPHONE NUMBER HARRISBURG PA 17104
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o 717-561-0820
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1. Real E~a1e(ScheduleA)
2. Slocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprie!ocship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separale Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or l)
8. Total Gross Assets (Iolal Unes 1 - 7)
g, Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, fv10rtgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13, Charitable and Governmental Bequests/See 9113 Trusts foc which an election 10 tax has not been
made (Schedule J)
o
o
o
o
12,643
OFFICIAL USE ONLY
II)
(2)
(3)
(4)
(5)
(6)
(7)
524,067
(9)
(8)
8,904
o
536,710
(10)
(11)
8, ~04
527,806
(12)
(13)
14. Net Value Subject to Tax (Une 12 minus Line 13)
(14)
527,806
SEE INSTRUCTIONS FOR APPLICABLE RATES
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15. Amount of Une 14 taxable at the spousal lax
rate, Of transfers under Sec. 9116 (a)(1.2)
NON xo_ (15)
527,806 x.o 45 (16) 23,751
NONE x .12 (17) 0
NONE x .15 (18) 0
------- -
---_.------ -.
(19) 23,751
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Ta,x Due
20. 0 I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENTI
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
STfPA42021F,1
. Decedent's Complete Address:
STREET ADDRESS 6 0 9 ROBERT STREET
CITY MECHANICSBURG I STATE PA I ZIP 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)
23,751
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (0 + 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)
o
23,751
A. Enter the interest on the tax due.
(SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
23,751
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 IXI
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . .. 0 IXI
c. retain a reversionary interest; or .......... ........... ......... ....0 IXI
d. receive the promise for life of either payments, benefits or care? ............................... 0 IXI
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiling adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 IXI
3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? . . . .. IX] 0
4. Did decedent own an Indilidual Retirement Account. annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . 0 IXI
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 declare that I have examined this return, including accompan~ng schedules and statements, and to the best of my knowledge and belief, ~ is true, correct
CMKl complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knovvledge.
SIGNATURE OF P SON RESPONSIBLE FOR FILING R TURN DATE
.i'J" ,,/
PA 17055
o TE
fi.lt 01
29TH STREET HARRISBURG PA 17104
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 surviling spouse is 3%
[72 PS. 99116 (a) (1.1) (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 survilin9 spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)).
The statute does not exemot a transfer to a surviling spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
if the surviling spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive
parent, or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)).
The tax rate 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 P.S. 99116(1.2) [72 P.S. 99116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1.3)). A sibling is defined, under Section 9102, as an
indilidual who has at least one parent in common with the decedent, whether by blood or adoption.
STf PA42021F.2
REV-1502 EX + (1-97){1)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
FRANCES S CORMAN 21-01-00464
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between
a
willing buyer and a willing seller, neither being compelled to buy oc sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of
survivorship
must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
DECEDENT DID NOT OWN ANY REAL ESTATE
VALUE AT DATE
OF DEATH
0.00
STFPA42021F 3
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert andilional sheets of the same size)
o
REV-1503 EX. (1-97) (I)
COMMONWEAlTH OF PENNSYlVANL4.
INHERITANCE TAX RETURN
RESIDENT OECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FRANCES S CORMAN
FILE NUMBER
21-01-00464
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1.
DECEDENT DID NOT OWN ANY STOCKS OR BONDS
0.00
STFPA42021F.4
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
o
REV-1504 EX + (1-97) (I)
COMMON\'\IEAlTH Of PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE C
CLOSELY.HELD CORPORATION,
PARTNERSHIP or SOLE-PROPRIETORSHIP
ESTATE OF
FRANCES S CORMAN
FILE NUMBER
21-01-00464
Schedule C-1 CX' C-2 (Including all supporting infamation) must be attached for each closely-held corporation/partnership interest of the decedent, other IhCll a sole-proprietorship.
See instructions fet the suppcrting information to be submitted for sole-proprietorships.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
DECEDENT DID NOT OWN ANY INTEREST IN A BUSINESS
0.00
STFPA42021F.5
TOTAL (Also enter on line 3, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
o
REV.1S07 EX + (1-97) (I)
COMMO~Lrn OF PENNSYLVANl'.
INHERlTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
ESTATE OF
FRANCES S CORMAN
FILE NUMBER
21-01-00464
All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1.
DECEDENT DID NOT OWN ANY RECEIVABLES
0.00
STFPA42021F.S
TOTAL (Also enter on line 4, Recapitulation) $
(If more space is needed, Insert additional sheets of the same size)
o
REV.1508 EX + (1-97) (1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FRANCES S CORMAN
FILE NUMBER
21-01-00464
Include the proceeds rJ lijigation and the date the proceeds were received by the estate. All property jointly-owned with the right of sUlVivorshlp must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
PNC BANK EIN 22-1146430
CHECKING ACCOUNT #50-7011-4882
12,643
STFPA42021F9
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
12,643
REV-1509 EX + (1-97) (I)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RES1DENT DECEDENT
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF
FRANCES S CORMAN
FILE NUMBER
21-01-00464
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SUR\IlVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
NONE
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE IrdLXle name of finarcial irstiMion am bank accoll1l tlJTber or similar identifying runber. DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT Atlachdeedforjoir1~-heklrealestale VALUE OF ASSET INTEREST DECEDENTS INTEREST
1. A. NO JOINTLY HELD PROPERTY
.
TOTAL (Also enter on line 6, Recapitulation) $
STFPA42021F.l0
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (1-97)(t)
COMMO~lTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
FRANCES S CORMAN
FILE NUMBER
21-01-00464
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV- 1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM ItCLlDE nE NdME OF nE TRANSFEREE, nEIR RELAllOJl5HP TO DECEDENT A/IlI Tt-E DATE DATE OF DEATH DECO'S EXCLUSION TAXABLE VAlUE
NUMBER OF TRANSFER ATTACH A COPY OF Tt-E DEEO FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPUCABLE)
1. FRANCES S. CORMAN
TRANSFER ON DEATH
JANET C HORN ( DAUGHTER)
ASSET ADVISORY ACCOUNT 523,067 100% 523,067
NP01 2097-2385
(PER ATTACHED)
2. PERSONAL EFFECTS 1,000 100% 1,000
TOTAL (Also enter on line 7, Recapitulation) $ 524.067
..
(If more space IS needed, insert additional sheets of the same size)
STFPA42021F_11
REV-1511 EX... (1-97) (I)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FRANC8S S CORMAN
FILE NUMBER
21-01-00464
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER OESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. FUN8RALAND BURIAL 8XP8NS8S ( S8RVIC8, CASK8T)
MY8RS FUN8RAL HOM8, INC.
37 w. MAIN STR88T
M8CHANICSBURG PA 17055 7,639
B. ADMINISTRATIVE COSTS
1. Personal Representative's COO1missions
Name of Persooal Representative(s) JAN8T HORN
Social Security Number(s) I EtN Number of Personal Representative(s)
Street Address 6 0 9 ROB8RT STR88T
City M8CHANICSBURG State PA Zip 17055
Year(s) Commission Paid: NON8
2. Attorney Fees NON8
3. Family Exemptioo: (W decedent's address is not the same as claimant's, attach explanatioo)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent NON8
4 Probate Fees
5. Accoontant's Fees 595
6. Tax Return Preparer's Fees 595
7. H8AD STON8 8TCHING 75
TOTAL (Also enter on line 9, Recapitulation) $ 8 904
(If more space IS needed, insert additional sheets of the same size)
STFPA42021F12
REV-1512 EX + (1-97) (I)
COMMONMAlTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
FRANCES S CORMAN
FILE NUMBER
21-01-00464
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
1.
NO LIABILITIES
0.00
I
STFPA42021F13
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert addilional sheets of the same size)
o
REV-1513 EX + (9-00)
. .
COMMON'NEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
FRANCES S CORMAN
FILE NUMBER
21-01-00464
RELATIONSHIP TO DECEDENT
NUMBER NAME AND ADDRESS OF PERSONIS) RECEIVING PROPERTY Do Not List Trustee(s)
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 la) 11.2)]
JANET C. HORN
1. 609 ROBERT STREET
MECHANICSBURG PA 17055 DAUGHTER
2. CAROL ANN HORN
10 S. HIGH STREET
MECHANICSBURG PA 17055 GRANDDAUGHTER
3. KELLEY FRANCES STANLEY
7000 WERTZVILLE ROAD
MECHANICSBURG PA 17055 GRANDDAUGHTER
AMOUNT OR SHARE
OF ESTATE
80%
10%
10%
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.
TOTAL OF PART II - 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)
STFPA42021F.14
11-01-464
LAST w:J:LL AIID TESTAMENT Oll' :FRANOES S. OORMAN
:1:, :FRAliCES S. OORMAN. 0:1: the Borough of Meohaniosbu:rg,
Oounty of Cumberland and state of pennsylvania, being ot sound
and disposing m1nd, memory and understanding, do make, publish
and deolare thia my Last Will and Testament, hereby revoking and
milking void any and all prior Wills by me at any time heretofore
made.
1.
:c db-eat the pa-yment of all my just debts and funeraJ.
expenses as soon after my deoease 8S the same oan be oonveniently
done.
2.
I give, devise and bequeath my House and Lot ot Ground
s1tuate on the Northwest oorner 0:1: Simpson and No~ay Streets
in the Borough of Meohaniosburg, ountberl.and County, Pennsylve.ni..,
presentl,. known and numbered as $27 El\.st Simpson Street, MeChanics..
burg, Penns71vania, to m,. daughter, JANET O. HORN, absolutely,
unoonditionall,. and in fee simpl.e.
.3.
I give, devise I\.nd bequeath my House and Lot 0:1: Ground
situate on the West side of Norway Street in the Borough of
MechanioBburg, Oumberland Oounty', Pennsylvania, presently known
and numbe~.d .. ~08 No~ay S~r..b, Meohan~08burs, Penns~vanla,
..1-
;,'.'
-
to my daughter, JANET C. HORN, absolutely, unconditionally
and in ree simple.
4..
I give and bequeath the oontents of my pe~sonal residenoe
looated at ,27 East Simpson Street, Meohaniosburg, Pennsylvania,
such as, but not limited to furnishings, personal belongings,
.---- --- -"'&--r---".-~ -- --" ---c.----. .........-... .... ......-...-..
5.
I give and bequeath eighty (80i1\) per oent. 01.' my residuary
estate then remaining, of whatsoever nature and wheresoever
stbuate, to my daughter, JANWT C. HORN.
6.
I give and bequeath the remaining twenty (20i1\) per cent.
of my said ~sldus.ry estate to my two (2) granddaughters, to wit,
OAROL ANN HORN and KELLY FRANCES STANLEY. share snd share alike,
per stirpes.
LASTLY, I nominate, oonstitute and appoint my daughter,
JANET O. HORN, Exeoutrix. 01.' this my Last Will and Testament, and
in the event that my said daughter should predecease me, or should
she be unable or unwilling to serve in such capaolt~ for any
reason, then in such event, l nominate, constitute and appoint
PNO BANK, NATIONAL ASSOOIATION, Executor of this my Last W1ll
and TestllmBnt, in her plaoe and stead.
-2-
:'/.!,' .'/
---..... .. --~-_. ~
'. -/' . ;':~~~!~t~:!J'~t:~~.'~..~~.'
, .
-
, .
IN WITNESS WHER:mOF, I have hereunto eet lIlY hand and eeal
tMs J~ day ot August, A. D., 1993.
.
~ 1J~/Nl/ .J!. r? MhUlnt-:
Franoes S. Oorman
(SEAL)
Signed, eealed, published and deolared by the above
n8Jlled, FRANOES S. OOflMA.N, as and :foX' her Last Will and TeBtlUllent,
in the presenoe of us, who have subsoribed our names hereto all
witness.., at the request ot said teetatrix, in her presence and
in the preseno. of each 'other.
~P,~
~A -&,;f--'
~3~
.' :"''''.<''':~)lt9~!?i'~::ii.~t~::~.:.'.'.
,.'~<r
Date of Deathl
Yallllltion Datal
P~..iD9 D.~l
OB/03/2001
05103/2001
01/22/2001
.,...".
or ...,
I)
2373.144 D~ IDS (0911215.1)
L Cj> VI. IIQ Il<A
-
OB/03/2001
21
2161.502 ILRlODU>CK IDS (001027822)
." MCm 1NV A
-
0./03/2001
31
.'It.883 .~ ~s (09192832!)
IlfDIt aD DIY "
-
05/03/2001
0'
0286.992 .......... IDS (091921104)
_ nov8 A
-
0./03/2001
5)
2981.631 .,.~~ rol (091921591)
fA u.znu 1NV
-
05/03/2001
I)
4011 IHC rlHL eves QROUP 1NC (693475105)
...811
05/03/2001
7)
67051.09 MHF ISYP011
BILLlAIm C1JV' or IlJND
BL iJW
05/03/2001
"otal Value;
'total Accrual.
Total. .52],061.02
I.tate v.luation
Kiqh/~t
tit.OSODO
1. 00000
'_1
.eU" of: I'RAHtlQ t. 00IIlKNI'
Aaaoun~' 20~123"
a.poft 'IDe; J).~ of DMth.
Mu.ber ot a-auriti... ,
I'U. ID: ftAHCJll 8. CORMNI
MIlan and/or Di.. and. lat &.aurity
Adju..tMftt. AooI'ual. Value
J.ow/Bid
U.53000 .....
15.10000 aid
0.t3000 Bid
10.32000 Bid
10.69000 IJi.d
52.75000 B/L
1. 00000 B/L
U.530000
15.100000
i.UOOOD
10.320000
10.690000
63.600000
1.000000
34,411.71
U,3U.38
tt,ilSl.1IIO
U,2U.76
31,873.11
257,78....0
6., ,051. 01
U2),067 .02
'0.00
DJ.. .npo,t ... pG4Uaed. .1tb l.tat.Val, .. l;)J'odugt of Iletab Valuation. Ii Pricing Sy.t..u, Inc. If you. haft quen1on.,
pI.... OOntagt ~ ey.~ at e8l9) 313-6300. (aavi.ion 6.3.2)
"
ESTATE OF FRANCES S. CORMAN
(DOD VALUATION 03 May 2001)
The information provided in this report is believed to be
reliable. but its accuracy cannot be guaranteed.
A mean price is calculated as an average of the high and low
on the valuation date when available. If these prices are not
available. such as on weekends or holidays. the mean price is the
inversely weighted average of the high and low on the nearest
trading dates before and after, when these prices are available within
one week of the valuation date. If actual trades are not available. the
nearest bid and ask prices are substituted. Note that securities
traded on the Toronto Exchange are in Canadian dollars.
If an equity is ex-dividend for a cash distribution on or before
the valuation date but is of record after the valuation date, the
dividend is included in the valuation report and is added to the
security's value. This is reponed as an adjusted value on the report. .
If the date of death is on or after the record date and the dividend is
payable after that date, the accrued dividend is listed separately on
the report and added to the portfolio's total value.
Prices for which daily updates are not available are priced
according to a Corporate Pricing Cycle. These pricing dates occur
on the last business day of the week, and the last business day of the
month, unless the end of the week update falls within three business
days or less, of the end-of-month update.
Prepared22 June, 2001
~
/... . ' JlM-I9-3lal 141a:J
. page, 1 I)Oc\ll'IIlInt 11_.
" '"
,
FIR IVATE a:N<
71 ?T.l023Q0
1',01/01
ge...;l.0I11
snrr
.1\CJ'nlIIf
PlIOD =_ l)l)A
co
_STJ'tl
40 01'
-
ACCQtIN'1'
1
1 TIU' '1'IWI'lIAcnOlf .~ ~'1' ol/o./n 1..aO.54
"" sou~ &e'1'XCIf ~
8BaaCD PROM ol/06/as ~ 01/0'/11
5010114'B2 S~ ~.. -~~ s
ACTIC
1109'1' U"Il~%V1lI CHaC'lC J.IllJMIiISJ< '1'v.H AMOllNT Die ~~
TRACl! m DESCII%PTIOIf ~
. 04/25 1.'51." C 12.'42.72
0002001115565&.17 015020972),51 l.~ ~ LT~
. 05/05 0104 ~~6n.0 D:) 5.00:3.72 "..JL)m.I1I
02un815 ClI&CX '04 l\l!-~ IS RO. OUlaee7S F-"a..c.>'1-
. o!>/U 1.7' C '.OOB.n
l-Q"10105160000~019 rNTXRZST PA~
. os/u
1.~1010S1'00003020
. 05/111
I-GEKIO.OS1.00Q01021 MAN~QEMBNT WAIVI
. 06/11
1-~Ol061'00003275 %NTERBST PA~
. 06/11
1-0..101061.0000321. ~CUUA~ BllavIes
. 06/"
r-axRI0.011a00003211 ~ WAIVB
PI" .-1'01' 5-:IlO'l"J'OM '-:U<Q 7'S. a-sl' '-MUM IO-TRIG 1.-CUTO 12-~J'!) -STSIoI
25.00
CALCU1J\T8D SKRVlCB CiU'ROB
25.00
2.71
D .,>>.3,'1
nPJI ~
C 5.00,.51
c: '.011.2:.1
D .,9".22
TY5O. (Jl)
C 5,01.1.22
25.00
CIlIU\O.
25.00
riaif...,-i/all.T"lm;,;' 02';-;1;4";4.7 1'M ...-.........
rOTA.. 1'.131
"n, AI
'v~'~~,~ "', ,.:
\. /6- a2t&J -.:2/
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
MICHAEl KUNISKV
WILDEMAN & OBROCK
515 S 29TH ST
HBG PA 17184
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-22-2001
CORMAN
05-03-2001
21 01-0464
CUMBERLAND
101
'*
REY-1547 EX iFP 112-00)
FRANCES
S
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=i54'f-EX-AFP-ii'2=oOY-No'TicE-OF-'rNHEifiTANCE-TAirAPPRAisEMiNT~--ALLOWANCE-O-R-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CORMAN FRANCES S FILE NO. 21 01-0464 ACN 101 DATE 10-22-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
12.643.00
.00
524.067.00
(8)
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)
8,904.00
.00
(11)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
536,710.00
8.904 00
527,806.00
.00
527,806.00
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
US) .00 X 00 = .00
(6) 527,806.00 X 045 = 23,751.00
(7) .00 X 12 = .00
(8) .00 X 15 = .00
(19)= 23,751. 00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-31-2001 CDOO0229 .00 23,751.00
TOTAL TAX CREDIT 23,751. 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
I
t-
oK,
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Frances S. Corman
Date of Death: May 3, 2001
Will No.
2001-00464
Admin. No. ~ / -~ / -tf t+c, fj-
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. 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 X
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes x 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:(L~ FI.dJt3
tf '
~ze: ~
S: nat.ure
JA-AJc / (?, I!p~N
Name (Please type or print)
(; () Cf 7? () ~Ellr 37 -;;
Address N e-C!.//Af-J J Q: S t5 iJ tZ6, ) J4"
(717) II t - Y .J- f :3
Tel. No.
capacity:~personal Representative
Counsel for personal
representative
(MAH:rmf/AM3)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 4/09/2003
JANET C HORN
609 ROBERT STREET
MECHANICSBURG, PA 17055
RE: Estate of CORMAN FRANCES S
File Number: 2001-00464
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: 5/03/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
j)A?_d.jJ!.&~ W~/ ~
DONNA M. OTTO~~
DEPUTY REGISTER OF WILLS
cc :/File
Counsel
Judge