HomeMy WebLinkAbout01-0559
Estate of . Cr A t1 c... r. c, w; 1-. '00;0
also known as
PETITION FOR PROBATE and GRANT OF LETTERS
c:;)..,1-O /- SSCJ
No.
To:
Register of Wills for the p
, Deceased. County of \:.. \A.mt3 Etz.. i-fI N' III
Social Security No. I ~ '1- "30- (2/ 30 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 ~ R S
in the last will of the above decedent, dated 0 c'T c> a E A 3 i
and codicil(s) dated
the
,~d
, 19
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~u. m f5 E:.~ 1---.f\- tV b County, Pennsylvania, with
L last family or principal residence at -;z.. ~ '-~6 it? ::13 1:> ~ I':>~ I
'\, g l.....j 'SL-.E It- 1 0 I ~--=3 .y\ IJc1 esc,," rwl"
(list street, number and muncipality)
Decendent, then ~ z.{ years of age, died (f1 r<i Y
at ~ t't R.. Li S L(;" }-.\ () s p ~ Irf L
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:
J 0
:2...0
,~
0/ ,
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:
$
$
$
$ 50co,(]rJ
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters "I C ~ "I A rJ..-r II. tJ T R A 'I
(testamentary; administration c.I.a.; administration d.b.n.c.La.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I so.
COUNTY OF (!t:Lmli~l-/a/1J 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.
swor.n to or affi.rmed and subscribed { 0.~~r1f~1. ~
before me this .:l.~ ~ day of t, '- W.~ ~.
~~~.f!.a'~'~~'1 ~
3 / 7 Register ~
/64;2 v"
No. 21-01-559
Estate of
GRACE C. WILSON
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
JUNE 14
AND NOW 1jl"?OQ1 ,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 Or.'l'ORFR 11, 1 Qf,f,
described therein be admitted to probate and filed of record as the last will of
GRACE C. WILSON
and Letters TESTAMENTARY
are hereby granted to BRENDA M. MURDOCH AND ALAN W. WILSON
'!WAJe ~.LUC/:J ~~ ./I.t!1- ~h~AI (JJ1~4
_ Register of Wills
FEES
Probate, Letters, Etc. ......... $ 25.00
Short Certificates( ).......... $ 3.00
~~ EX1'.RA.PGS .5... $ 1 ').00
JCP $ 5.00
TOTAL _ $ 48.00
JUNE 14, 2001
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
Filed
.................................. .
PHONE
LETTERS AND ORDERS
MAILED TO EXECUTRIX JUNE 14, 2001
Pst. R {~ uj~ (f!<~
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21-01-559
L.4ST TlVILL A.ATJ:> TJ!fi:STA W'rE:AT7'
OF
GRACE C. WILSON
I, GRACE C. WILSON, currently residing at 25 Conrad Road, Carlisle,
Cumberland County, Pennsylvania 17013, being of sound mind, memory and
understanding, do hereby make and publish this, my Last Will And Testament, hereby
revoking all previous Wills and Codicils made by me.
Item l
I order and direct that all my just debts, funeral expenses and
inheritance taxes may be paid as soon as conveniently possible immediately after my
death.
Item ll. All of the rest, residual, and remainder of my estate, real, personal,
and mixed of whatever kind and wheresoever situated is to be sold and the proceeds
of that sale be equally distributed, PER STIRPES, to my children, June M. Kessler,
Raymond L. Wilson, Brenda M. Murdoch, and Alan W. Wilson. Should any of
my children predecease me leaving no issue, I gave his or her share to my surviving
issue as set forth above.
{1reNDR tY1, ()1u ,o\cck
Item ill. I hereby nominate and appoint AI-Ar..1 :i;P u.J ~ l.s.oN to be the
Executor of my estate.
Item IV. I direct that no Executor appointed under this Will be required to
post any bond or provide any security to serve in that capacity.
Item V. I confer on my Executor, in addition to those powers granted by
law, the following to be exercised in a prudent manner and applicable to all property
constituting a part of my estate:
A. To retain and invest in all forms of real and personal property,
without being confined to investments authorized by statutory list,
without being required to diversify and regardless of any principal
of law limiting delegation of investment responsibilities by
executors or trustees;
B. To compromise claims and to abandon any property which, in my
executor's opinion, is of little or no value;
C. To sell at private or public sale, to exchange or to lease for any
period of time, any real or personal property, and to give opinions
for sales or leases;
2
D. To borrow from anyone, even if the lender is an executor
hereunder, and to pledge property as security for repayment of the
funds borrowed;
E. To join in any merger, reorganization, voting-trust plan or other
concerted action of security holders, and to delegate discretionary
duties with respect thereto;
F. To employ and to rely upon the advice given by investment counsel,
to delegate discretionary authority to make changes in investments
to investment counsel, and to pay investment counsel reasonable
compensation in addition to any fees otherwise paid to my
executor;
G. To employ a custodian, to hold property unregistered or in the
name of a nominee (including the nominee of any institution
employed as custodian), and to pay reasonable compensation to the
custodian in addition to any fees otherwise payable to my executor;
H. To procure and carry at the expense of my estate insurance of
kinds, forms, and amounts deemed advisable by my executor to
protect my estate and my executor against any hazard;
3
I. To commence or defend at the expense of my estate any litigation
affecting my estate deemed advisable by my executor;
J. To conduct alone or with others any business in which I am
engaged or in which I have any interest at my death, with all the
powers of any owner with respect thereto, including the power to
delegate discretionary duties to others, to invest other property held
hereunder in such business and to organize a partnership or
corporation to carry out such business; and
K. To distribute in cash or in kind.
IN WITNESS WHEREOF, I, Grace C. Wilson, have to this my Last Will And
Testimony hereunto set my hand and seal this ~ \ day of C) (' h" ~~,
1996.
~1/ t/ 7~~~
GRACE C. WILSON
4
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
Testatrix, Grace C. Wilson, as and for her Will, in the presence of us who, at her
request, in her presence, and in the presence of each other, all being present at the
same time, have hereto set our hand as witnesses:
N7",-<../?1 ;)L/->-O./-UI RESIDING AT ;).:j ~ tfL .
~. ~ /76/ ~
NAME /l!-tVthtu,7 ;J.JJ~
RESIDING AT 6 4 ~fd.
dhidi..J.L. e. /1&'/3
J
5
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, Grace C. Wilson, having been duly qualified according to law,
acknowledge that I signed the foregoing instrument as my Will, and that I signed it as
my free and voluntary act for the purposes therein expressed.
~^L2<~ G W ~~;./"
GRACE C. WILSON
We, having been duly qualified according to law, depose and say that we
were present and saw GRACE C. WILSON sign the foregoing instrument as her
Will; that she signed it as her free and voluntary act for the purposes therein
expressed; that each of us in her sight and hearing and at her request signed the Will
as witnesses; and that to the best of our knowledge she was at the time 18 years or
more of age, of sound mind, and under no constraint or undue influence.
r
itness
1r7 ~~~~
'l11~ ~
Witness
Subscribed, sworn to, or affirmed, and acknowledged before me by the
above-name~ testatrix and by the witnesses whose names appear, on this 31 day
of Cf: kb5Lr ,1996.
6
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
~ ,
,.---
r
Name of Decedent: G- r<. A. (, f:- c" \,() ~ \....- S () tJ
Date of Death: ala..t IQ) ~ 0 0 I
Will No. :],6 () \ - 0 0 5 S ~
fA IiQ ~ l-Q 1-0 S 5~
To the Register:
Admin. No. J '6 7 - '3 d -;L J 3 0
I certify that notice of (beneficial interest) estate administration required by Rule 5.6~~fte Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on '^ G- L( S r ~) tl () 0 (:
Name
Address
1"' \A ~ E:- <<1. .~ G: c::, S )... E ({.
~t)~1) k. W~l.-. ~O~
~5 ~l)tJ6\ttD ~1). ~17~h;'~LtPf}1-rrlJ3
) )
1 l3A c.1< <ST) Ut1; tV f=/t ~D) ~ It J 1 p r/
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
j3~-tY(-<^~R~
Date: ~ Ul G- 0..::::' T ,~) ;200 I
Signature
h t:8 f\tJ~ tJ) fli \ '1 ~ tf ~
Telephone (t"J/1) ~ '7 t.J - Z f..a 20
Capacity: / Personal Representative
_Counsel for personal representative
R~-1500EX(6-()())'
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
FILE NUMBER
cJ L - ilL
COLNTY CODE YEAR
/- Q
--~~+-
I\l.MBER
OECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITL'\L) SOCL'\L SECURITY NUMBER
I-
Z WILSON, GRACE c. IB7-30-2130
W DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
C
W REGISTER OF WILLS
() 05-10-2001 03-02-1917
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCL'\L SECURITY NUMBER
C
w IX] 11 Original Return 0 2 Supplemental Return 0 3. Remainder Return (date of death prior 10 12-1:)-82)
~~U) 0 4. Limited Estate 0 4a, Future Interest Compromise (date of death atter 12-12-82) 0 5 Federal Estate Tax Return Required
u"""
w"-u 0
,,00 IX] 6. Decedent Died Testate (Allach copy of \/ViII) 7 Decedent Maintained a Living Trust (Attach copy of Trust) 8 Total Number of Safe Deposit Boxes
u"'~ -
,,-",
"- 0 9 Litigation Proceeds Received 010. Spousal Poverty Credit (date of death between 12.31.S1 and 1-1-95) 011. Election to tax under Sec. 9113(A} (Attach Sch 0)
..
t- THIS SECTION MUST BE COMPLETED_ALL CORRESPONDENCE AND CONFIDENTIAL TAx INFORMATION SHOULD BE DIRECTED TO:
z NAME COMPLETE MAILING ADDRESS
w
0
z BRENDA M. MURDOCH 731 ASPEN LANE
0
"- FIRM NAME (If Applicable) FA 17042
"' LABANON,
w
'"
'" TELEPHONE NUMBER
0
U 274-8620
1 Real Estate (Schedule A) (I) OFFICIAL USE ONLY
2 Stocks and Bonds (Schedule B) (2) .
3 Closely Held Corporation. Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 13,399.00 G.;
Z {Schedule E}
0 6. Jointly Owned Property (Schedule F) (6)
~ o Separate Billing Requested
..J 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
::::l .--
I- {Schedule G Of L}
a: 8. Total Gross Assets (total Lines 1. 7) (8) 13,399.00
<C
() 9. Funeral Expenses & Administrative Costs (Schedule H) {9} 6,651.00
W
It: 10. Debts of Decedent, Mcxtgage liabilities. & Liens (Schedule I) (10)
11 Total Deductions (total lines 9 & 10) (11). 6,651.00
12. Net Value of Estate (Line 8 minus line 11) (12) 6,748_00
13. Charrtable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13)
made (Schedule J) -
14 Net Value Subject to Tax (Line 12 minus Line 13) (14) 6,748.00
SEE INSTRUCTIONS FOR APPLICABLE RATES
Z
0 15 Amount of Line 14laxable at the spousal tax
~ rate, or transfers under Sec. 9116 (a)(1.2) XO_ (151
I-' 16. Amount of Line 14 taxable at lineal rate 6,748 XO~ (16) 303.66
::::l
ll. 17. Amount of line 14laxable at sibling rate X 12 (17)
:iii
0 18. Amount of Line 14 taxable at collateral rate X .15 (18)
()
X 19 Tax Due (19) 303.66
~ 2Q 0 I CHECK HERE IF VOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
SlFPA42021F 1
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSESIDE AND RECHECK MATH <<
Decedent's Complete Address:
STREET ADDRESS
25 CONRAD RD
CITY I STATE I ZIP
CARLISLE PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
303.66
Total Credits (A + B + C) (2)
3. InteresUPenalty if applicable
D. Interest
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)
0.00
303.66
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
303.66
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
Did decedent make a transfer and:
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? .
3. Did decedent own an "in trust fo( or payable upon death bank account or security at his or her death? .
4. Did decedent own an Indi~dual Retirement Account, annuity, or other non-probate property which
contains a benelciary designation? . D GJ
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 pellalties of perjury, I dedare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct
and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge
~NATURE OF PERSON RESPONSIBLE FOR FILING RETURN
)-)~~~ aL",,,,(o W,f,L,,"'"
ADDRESS" ~ 1--"
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SIGNAT. RE F PRE PARER OTHER T N REPRES~TATIVE
,"'- 2' .. _ -----./ (' f4
Yes
D
D
D
D
D
D
No
GJ
GJ
GJ
GJ
GJ
GJ
DATE 11/110:1-
5I-1d<!c....,IlJS70,.bJ
P
J\
i 70 II
For dates of death on or after July 1, 1994 and before January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the sUMving spouse is 3%
[72 PS ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, Ihe tax rate imposed on Ihe net value of transfers to or for the use of the sUMving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemDt 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 suo;ving spouse is the only benelciary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive
parent, or a stepparent of the child is 0% [72 PS. ~9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benelciaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(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. ~9116(a)(I.3)]. A sibling is del ned, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
STFPA42021F.2
REV-1508EX + (1-97) (I)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
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
VALUE AT DATE
OF DEATH
2.
MELLON BANK CHECKING
FORETHOUGHT CASH ADVANCE FOR FUNERAL EXPENSES
7,166.32
6,232.68
STFPA42021F.9
TOTAL (Also enter on line 5, Recapitulation) $
(If more space IS needed, Insert additional sheets of the same size)
13,399.00
REV 1511 EX + (197) (I)
CO\1MONVV'EALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Debts of decedent must be reported on Schedule l.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. EWING BROTHERS FUNERAL HOME 6,303
2. FILING FEES 48
B. ADMINISTRATIVE COSTS
1. Persooal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees 150
6. Tax Return Preparer's Fees 150
7.
TOTAL (Also enter on line 9, Recapitulation) $ 6 651.00
(If more space is neece<!, insert additional sheets of the same size)
STFPA42021F.12
REV-1513EX+ (9-00)
COMMONVv'EALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
I.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
BRENDA MURDOCH
731 ASPEN LANE
LEBANON, FA 17042
ALAN w. WII.JSON
2348 WALNUT BOTTOM ROAD
CARLISLE, FA 17013
JUNE M. KESSLER
25 CONRAD ROAD
CARLISLE, FA 17013
RAYMOND L. WILSON
BOX 76, 7 BACK STREET
PLAINFIELD, PA 17081
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trusteels)
DAUGHTER
SON
DAUGHTER
SON
AMOUNT OR SHARE
OF ESTATE
25%
25%
25%
25%
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
STFPA42021F14
2.
3.
4.
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
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)
T..4BT TlVILL.AATZ> T.E:BT.4 1tITEJ.'ItTT
OF
GRACE C. WILSON
I, GRACE C. WILSON, currently residing at 25 Conrad Road, Carlisle,
Cumberland County, Pennsylvania 17013, being of sound mind, memory and
understanding, do hereby make and publish this, my Last WiU And Testament, hereby
f
revoking all previous Wills and Codicils made by me.
Item 1.
I order and direct that aU my just debts, funeral expenses and
inheritance taxes may be paid as soon as conveniently possible immediately after my
death.
~"""'-""'~"".",
_'-:.'-'''';'~''''.~-''''''.-
,~~..~-~--------~.
"""'''''-"',.'",'....-..,,.._,...
Item II.
All of the rest, residual, and remainder of my estate, real, personal,
-:,~~,,~:~:.~::":':..
~_::',=~..,;:-,~,T~;"~-.::
'-~~-----'-"-
-''-'''. ~.,
._--,---_._~
and mixed of whatever kind and wheresoever situated is tobt'solir1irid the--iIRBIIL. ;,"',-.. .,
of that sale be equally distributed, PER STIRPES, to my children, June M. Kessler,
Raymond L. Wilson, Brenda M. Murdoch, and Alan W. Wilson. Should any of
my children predecease me leaving no issue, I gave his or her share to my surviving
issue as set forth above.
(3,.,,,,0# m. rnurckk
I ill I h b . d' fiNO . b
tern . ere y nommate an appoint AI-Al\1 \J.J. u.J I l~oN to e the
Executor of my estate.
.
.._ _d.'_~_..~.....___. _~.".,
- . -,', --... ..-......
-~,.,"'---~..~-_._- ,~
._..~.-.....'-_.,,--"-_._~_._--
-~:;;;;;:-:';~,;:~~;..-:::.;.:.-
Item IV. I direct that no Executor appointed under this Will be required to
post any bond or provide any security to serve in that capacity.
Item V. I confer on my Executor, in addition to those powers granted by
law, the following to be exercised in a prudent manner and applicable to all property
constituting a part of my estate:
r
A. To retain and invest in all forms of real and personal property,
without being confined to investments authorized by statutory list,
without being required to diversity and regardless of any principal
of law limiting delegation of investment responsibilities by
executors or trustees;
B.
To compromise claims and to abandon. arty Jlfoperty_ ~~Jfl~~~
.-.-----,,-----...-.::..;
",.,.~ ..._ <~ " ',....~_n...
executor's opinion, is oflittle or no value;
C. To sell at private or public sale, to exchange or to lease for any
period of time, any real or personal property, and to give opinions
for sales or leases;
2
D. To borrow from anyone, even if the lender is an executor
hereunder, and to pledge property as security for repayment of the
funds borrowed;
E. To join in any merger, reorganization, voting-trust plan or other
concerted action of security holders, and to delegate discretionary
duties with respect thereto;
r
F. To employ and to rely upon the advice given by investment counsel,
to delegate discretionary authority to make changes in investments
to investment counsel, and to pay investment counsel reasonable
compensation in addition to any fees otherwise paid to my
executor;
G. To employ a custodian, to hold property1ri1regiStei~~Z~cme'~.
name of a nominee (including the nominee of any institution
employed as custodian), and to pay reasonable compensation to the
custodian in addition to any fees otherwise payable to my executor;
H. To procure and carry at the expense of my estate insurance of
kinds, forms, and amounts deemed advisable by my executor to
protect my estate and my executor against any hazard;
3
-- ~-.,.-~,--,.--...,....,,--.... ,--.----. ,--_.--.-'
I. To commence or defend at the expense of my estate any litigation
affecting my estate deemed advisable by my executor;
J. To conduct alone' or with others any business in which I am
engaged or in which I have any interest at my death, with all the
powers of any owner with respect thereto, including the power to
delegate discretionary duties to others, to invest other property held
f
hereunder in such business and to organize a partnership or
corporation to carry out such business; and
K. To distribute in cash or in kind.
IN WITNESS WHEREOF, I, Grace C. Wilson, have to this my Last Will And
-,~~~.-.. .
~...
Testimony hereunto set my hand and seal this
'2, \ day of or h,\,,\Qr,
1996.
.~ R -' e / lhi!J-A--Yr)
GRACE C. WILSON
4
"-,..",.~.....---- ,,.. ~~..,.,.......,...,.-~.- ~ - -
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
Testatrix, Grace C. Wilson, as and for her Will, in the presence of us who, at her
request, in her presence, and in the presence of each other, all being present at the
same time, have hereto set our hand as witnesses:
f
NAM/}"-rn/ I't7 J);P<J~-t/! RESIDING AT ,:25 ~. ~ L .
CJ~. ~ /7(// S
NAME ,~JrJAu/ tJ-<.PA-M
RESIDING AT 6 4-~,fd ,
OvJJJ.h, e. /lp/3
~
5
. .
- ----,~---._------~-_.-_._----........-_.-_....._._~------~-
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, Grace C. Wilson, having been duly qualified according to law,
acknowledge that I signed the foregoing instrument as my Will, and that Isigned it as
my free and voluntary act for the purposes therein expressed.
- f
~ f... 0.<" L.- G W A..-b.. ..h-/J
GRACE C. WILSON
We, having been duly qualified according to law, depose and say that we
were present and saw GRACE C. WJLSON sign the foregoing instrument as her
Will; that she signed it as her free and voluntary act for the purposes therein
expressed; that each of us in her sight and hearing and at her request signed the Will
as witnesses; and that to the best of our knowledge she was at the time 18 years or
more of age, of sound mind, and under no constraint or undue influence.
~~
itness
1r7 /(J~.J./A
/11~ ~
Witness
Subscribed, sworn to, or affirmed, and acknowledged before me by the
above-named testatrix and by the witnesses whose names appear, on this '2, \ day
of (:f':h"'l \~ It r , 1996.
6
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'\.:. 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-JU1 EX AFP 'Ol-05J
BRENDA M MURDOCH
731 ASPEN LN
LEBANON
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-06-2003
WILSON
05-10-2001
21 01-0559
CUMBERLAND
101
GRACE
C
Allount Rellitted
PA 17042
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 forll with your tax paYllent.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV =i60-j-EX--AFP--foY:03y------...--iNifiRiYANCE--fAX--Sy'jrfEMENf-o-,:-AC-Couiff--...--------------- - -- ---
ESTATE OF WILSON GRACE C FILE NO.21 01-0559 ACN 101 DATE 01-06-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-30-2002
P R I NC I PAL TAX DUE: .................................................................................................
.....................................................................................................................
303.66
PAYMENTS (TAX CREDITS):
BAL
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-01-2002 CDoo1804 .00 303.66
ANCE OF UNPAID INTEREST/PENALTY AS OF 11-02-2002 TOTAL TAX CREDIT 303.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. 13.15
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 13.15
II
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. )
/b-~~-7
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRIS8URG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-03)
BRENDA M MURDOCH
731 ASPEN LN
LEBANON
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-06-2003
WILSON
05-10-2001
21 01-0559
CUMBERLAND
101
GRACE
C
Amount Remitted
PA 17042-1410
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-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILSON GRACE C FILE NO. 21 01-0559 ACN 101 DATE 01-06-2003
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit the upper portion
.00 of this form with your
13,399.00 tax payment.
.00
.00
(8) 13,399.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
6,651.00
.00
(11)
(12)
(13)
(14)
6.61i1.00
6,748.00
.00
6,748.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
If an assessment was issued preViOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahl returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
.00 X 00 .00
6,748.00 X 045 = 303.66
.00 X 12 .00
.00 X 15 .00
(19)= 303.66
(15)
(16)
(17)
(18)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-01-2002 CDOO1804 .00 303.66
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11- 02-2002 TOTAL TAX CREDIT 303.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. 13.15
TOTAL DUE 13.15
* 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.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG, PA 1712B-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
MURDOCH BRENDA M
731 ASPEN LANE
LEBANON, PA 17042-9080
__nu__ fold
ESTATE INFORMATION: SSN: 187-30-2130
FILE NUMBER: 2101-0559
DECEDENT NAME: WILSON GRACE C
DA TE OF PAYMENT: 01/10/2003
POSTMARK DATE: 01/09/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 05/10/2001
NO. CD 002031
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $13.15
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: BRENDA M MURDOCH
CHECK#1008
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
$13.15
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
~ {lji "a86-7 COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE Tp% GIV ISION
DEPT. 2806G1 INHERITANCE TAX
HRRRISBURG, Pp 1]128-0601
STATEMENT OF ACCOUNT
NEY-1601 FN FFV (O1-OO
DATE 02-18-2003
ESTATE OF WILSON GRACE C
DATE OF DEATH 05-10-2001
FILE NUMBER 21 01-0559
t COUNTY CUMBERLAND
BRENDA M MURDOCH ACN 101
731 ASPEN LN
Anount Ranitted
LEBANON PA 17042
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, su6nit the uDPer portion of this forn with your tax paynant.
CUT ALONG THIS LINE------- RETAIN LOWER PORTION FOR YOUR RECORDS t
REV-1607 EX AFP (01-03) I~x* INHERITANCE TAX STATEMENT OF ACCOUNT *~*
ESTATE OF WILSON GRACE C FILE NO. 21 01-0559 ACN 101 DATE 02-18-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHONN BELON
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: 01-06-2003
PRINCIPAL TAX DUE:
PAYMENTS (TAX CREDITS):
303.66
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-01-2002 CD001804 .00 303.66
O1-D9-2003 CD002031 13.15- 13.15
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
^ IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 51,
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.
303.66
.00
.00
.OD
It.
-.
.....
I
{
uK
STATUS REPORT UNDER RULE 6.12
Name of Decedent: G R A c.. [ c., w; l. So AI
Date of Death: --.riL81 /0 J ':Loo I
Will No.: ). 0 0 I - 005 5 ?
Admin. No.: JJ 01- 055"9
ftGN: 101
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 txr No 0
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
3. If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes -~ No 0
b. The separat~ [leans' Court No. (i f any) for the personal representati ve' s
account IS:
c. Did the personal ;::presentative state an account informally to the parties
in interest? Yes Jig No 0
Date: 1a 1/03
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to this report.
/;j.Y'- OJ. w~~ (3~fY/ *!~
V !SIgnature
13 ~ E rJ D fl11tJ11 u. ~ b l) c. II
Name
7:3 ( fts (J EN J... Ii N r.
J-EBANC>N.t7f\- Ir'(D'IJ-
Address J
/t!t.tl'\.. t,v. iN /If(.J~
If')
N
~ S 'I e- wq ( 17 U r /.10 /7ir--
..~'..'.~ " " &.t(rt../ ,'>Ie oIP.a
' ,. ~l t;
. I lul J
ry /1- ~ 1 i... 'l ~ :LC>
Telephone No.
0..
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7 /1- ;1.. <t J:z. ., K r
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o
Capacity: ~ Personal Representative(c;)
o Counsel for personal representative
fV)
p
I
..
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
"-
Date: 4/09/2003
WILSON ALAN W
2348 WALNUT BOTTOM ROAD
CARLISLE, PA 17013
RE: Estate of WILSON GRACE C
File Number: 2001-00559
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. I, for decedents dying on or after
July I, 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: 5/10/2003
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
cc:
~ile
Counsel
Judge