HomeMy WebLinkAbout01-0767
West Pennsboro Township
Register of Wills of CUMBERLAND County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
JANICE S. YUNGEL
No.
21-01-767
also known as
. Deceased
Social Security No.
210-36-3414
tt.lilioner(.). who ~ar. '8 ye8f1 of age or older. apply~..) tor:
(COMPLETE 'A' OR 'S' BELOW:)
UI A. Probate and Grant of letters Testamentary and aver lhat Petitioner(l) lsIare!he e);1tCUt rix named in .....It Wi' of
... Decedent. da18d October 19, 1989 and cocflCil(l) dalBd
a.. ~ drcuna~. ..~. r.nuna.tion. dN1h aI eaeQl&of, ..
Except as fonowa, Decedent did not marry, was not divorced, and did not have a child born or adopted after exec:u1ion of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
o B. Grant of Letters of Administration
(Cl.b.I\.C.l.&.; pendente 11.; durante ..ellla; durante rrinoftIM
Petitioner(s) after a proper search hash\ave ascertained that Decedent left no Will and was sunlived by the following sPOU" rlf any) ~
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN All CASES:) Aaach addincnaJ sheets if nectUat)'.
Decedent was domiciled at death in CUmberland
or principal residence at Green Ridg'~ Village
(liSt .1rHl. number and mll1icipaflly)
Decedent. then 92 years of age, ded December 3, 20q~~.
Decedent at death owned property with estimated values as followl:
(If domiciled in PAl AD personal property
(If not domiciled in PAl Personal property in Pennsyfwnia
(If not domiciled in PAl Personal property in Count)'
Value of real estats in Pennlytvania
County, Pennsylvania. with hi"". last family
Green Ridge Village
(Locdon)
S 11,100.00
S (')
S 0
S n
lituated as folows:
Wherefore. Petitioner(s) respectfun)' request(s) the probata of the last Win and Codicil(s) presented with this Petition and the grant of
I8tt8rs in the appropriate form to the undersigned:
Frances Musser Gass, 1601 Hopkins Drive
Elizabeth CIty, NC 27909
Fonn .RW., hge' of 2
Prepared by 1he PeMlylvania Bar Aasocialion ,ei'
Oath of Personal Representative
Commonwealth of Pennsylvania
County of UNION
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 benef of Petitioner(s} and that, as personal representative(s) of
1I1e Decedent, Petitioner(s) will well and tl\l~e estate according t~
Swom to or affirmed and subscribed ~
before me this / Y day of Frances Musser G ss "
AUgust, 2001:u LORRAINE M. LENHART
~. - Register & Recorder
/ ~ ~' {~ Union Co., Lewisburg PA
~ fer the eglster My Commission Expires
First Monday Jan. 2004
No. 21-01-767
Estate of JANICE s. YUNGEL Deceased
Social Security No:210-36-3414 Date of Death: December 3, 2000
AND NOW, August 17 ' 2001 . ~ . In consideration
of the Petition on the reverse side hereon. satisfactory proof having been presented before me.
IT IS DECREED that Letters:iJ Testamentary 0 Of Administration
d..b..n.c.LL; pendente b; durante abMftia: d~..,. rrinonIIIe
are hereby granted to
FRANCES MUSSER GASS
in the above estate and that the Instrument(s) dated October 19, 1989
described In the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
letters ..................... $
Short Certificate(s) '<'l) ,
R .t. (I),
enunCl8 Ion ............
56.00
3.00
5.00
~~y r? ~/~'~~nj ~f /' 4nh/
RegiS Of Walls
.......... I:~-~
Attorney:
r
Michael T. Hudock
Affidavits ( ) ........_.(.1) $
Extra Pages ( ) ......... ,
Codicil...................... $
JCP Fee ................... $
Inventory .................. $
Other ....................... $ i
TOTAL ............. S - ~fO
8.00
LD. No:
25464
269 Chestnut Street
Mifflinburg, PA 17844.
d.~o
Addre..:
Telephone:
(570) 966-3006
Fotm .RW.1 Pege 2 of 2
Prepared by !he Pennsylvania Bar Auociation 1OG1
21-.01-767
; \
CUMBERLAND
REGISTER OF WILLS OF N~THlxJMB~ COUNTY
OATH OF SUBSCRIBING WITNESS
JOHN A. CARPENTER AND MARIANNE L. WEAVER
........................................... ..................... .................................,
~i
(each) a subscribing witness to the will presented herewith, (each) being duly
qualified according to law, depose(s) and say(s) thatthey...we.:r~... present and
saw . . . . . . . . . . . . . . . . . . . . . . ...J ~l)..~ ~.~ . .~ ... . X l.!M ~.+. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ,
the testat r.:i),C, sign the same and that ...th~y........ signed as a witness at the
request of testatr:;i.tcin h .~:tpresence and (in the presence of each other) (in the
presence of the other subscribing witness(es)).
Sworn to or affirmed ~ subscribed .. ~~~~) ..
be e 5;~'''' day of U....
..... ..~...... ..:. . ....-M~O.Ol ... ............(Add;~~~).................
....... ...... ... ~^...... ..&Q.M-~~....l....b.~..
~~ the Register (Name)
...... .... ........ .... ... ..... ......... .......
(Address)
REGIST~R OF, WILLS OF NORTHUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
.................................................................................... ...........,
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s)
and say(s) that ....................... familiar with the signature of .....................
.................................. ..... ............ ...... ...... .... codic il
(testat ..... of) (one of the subscribing witnesses to) the will presented herewith and
codicil
that ........................ believes the signature on the will is in the handwriting of
............................................... to the best of ....... knowledge and belief.
Sworn to or affirmed and subscribed
before me this ................... day of
..................................... 19 ....
......... .....................................
(N ame)
.. ... .................................... .....
(Address)
... .............. .......... ........... .... ....
For the Register
(N ame)
..................... .........................
(Address)
Register of Wills of CUMBERLAND
County, ,PENNSYLVANIA
REN.UNCIA TION
EatlMaI ~A~H(C- S. 'tU~\(rC!::t
Il1o knDwn ..
, No.
21-01-767
.
. Deceued
'Theuftdeialgned, ~\J~L\{rJ S. Mus~'~ \ ..sIS"~~ 1 E;XEc:..U,ft\X ~
(Rllatlonahip) (c.pacity)
... .. Deced.nt. hertby renbunce(l) the right to administer the .state and r.spec:ttully reqUMt(.) thai
M"
L.era be luued to -F~A ~ (. ~ s :b. Go AS c;
I
WITNESS
f'YJ1
hend tIIiI 1'1 -rJ.- .01 r ~ ,-ft .2 0 1)1 · .
g~~(~
(Signatur.)
(Addr...)
'"
. I
(Signature)
(Add.....)
(Signatur.)
(Addr...)
Swom 10 Of alfm.t MCI aublcribed
Wore melhll I q -tl _
cI r:t/<J <1'/ .1t:~ t> tJl
~~:AJ ~
Nocarv '
~ Commluion Expires: 5-1 (p - ~S-
(IiInIIiII_.... II No_ . ......
........ ....., 0IflI. Show.. II NOlE: Renunciations executed outside the Office of Regiater d WillI
....... II Ho&w)'. aammiIlion.) In some counties are requir.t &0 be notarized.
F_1RWo4
............ ~ Bar AI'.__ ,.,
5.80" REV qlR(,
This is to certify that the information here given is correctly copied fro~ an original certificate of death dul~ filed with me as
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.
No.
~w~e~
Fee for this certificate, $2.00
p
7021177
DEe 0 5 ZOOO
Date
21-01-767
R.v 2187
COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Cumbvr.land
DECEDENT'S USUAl 0CClJt'j\Tt()N
'~.::::~:oa:='::;'3.:f
11.. HOu.6ewi e 11" -----------
DECEDENT'S a.tAIllNG ADOflESS (SlIM!. CIIyflboMn. 5liIIe. ZIP Code) DECEDENT'S
ACTUAL
RESIDENCE
lSe<t onsIrUC""'"
on OIhllf SIde)
SEX
z.
STAlE Fl\.E NUMBER
SOCIAL SECURITY NUMBER
NAME OF DECEDENT (f,'S1 M~---'-'----'
,. Janiee.
AGE Ilasl 6tt1tlOavl
.c
I. 9 2 Y,..
. COUNTY OIF oeAI'H
UNDER 1 01<<
Hours ! WinuIee
:
81A1HP\..Aa (CoIy-'
Stale Of fcte'9l' COllMV) P A
HaJol.L6bWt
white
SUfMVING SPOUSE
In _. 9""'''-' namel
1711.
CumbeJtland
Did
.......
...... .
--'1
1..
17C.O .... dececMnllivW it>
'1.
We A:t: Pe VI VIA b n./1 n
....
'7e. Su..
210 Big Spiting Road
Newville, PA 17241
CllyIbOro
~a c:AUU! IfWlal
c-.. 01 c:ondIlIOn
'-.1110" ....)-
\M9f.1lIl~.3 .2.00"
. I</v'...../:z.. S .3 9 fr - L ~'" I.z. - 0 .3 - ~ la 0 0
~ CASE REFERRED TO MEDICAl. ~INERICOAONER1
... In tV NoD
21.
I Apprvllomel. PART N: 0tIIer ~ CQlIdIIionaoantrillulinglOdeetll.lluI
l:-'''= nal ~ in.... undeftying_lIlweRin PMT I.
I
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~ IioI CIlf1fliliDN \ bc',
if...,. .......10_......
_.~~
CAWe to.- 01""",
fIII~_
'-.1110 '" 0MIIl1 LAST
d,
WI\S AN AUlOPSY
f'EflFOAMED?
WERE AUlOPS'I FINDINGS
U1~ PA\OfI 10
cow>lETlON OF CAUSE
OF oeAI'H?
MANNER OF DEATH
DATE OF INJURV
(Monll\, Oav. Ve..)
TIME OF INJURY
INJURY AT WORK?
DeSCRIBE HOW INJURV OCCURRED.
Suicide
~
o
o
Hllfnjc:jde
Pendong _igation
o
o
o PlACE OF INJURY. At _.larm.Il,_.IIldOfy. ~
~ etC. ISpec~vl
_.
... 0 NoD
........
-
33.
I~/I~I/I
34.
M. 3lIc.
_ 0 NoKl
_0
Nor)('
Could "'" be tltrt.rmlMd
210-
CRlTIFJEfI fChec:lc oniy onel
'CERTIFYING PHYSICIAN (f'hySlC.an Cf!f1ll\"n9 cause ~ death _ _ pl>y"".an has prooounaoa <lealll ana canpleted l1em 23)
To__orlllYlmowlecloe. ....lhocc......,...lD...c:.uM(.)_manne' ..."'\ed. ...............................
a.
'I'AONOUHC\NG AND CEflTIF'f1NG PttVSlClAJIll'hySlCIiII'l bolh ;>Iooouncong death -' c"'~V"'91O cause 01 deilll,'
To'" _ or Illy ImowledQll. dealtl occ:urred at _ _. d.... and plec.. "nd due 10 lhe cauM(aland m""M'" ateled.. . . . . . . . . . . . . . . . .
.MEOtCAL EXAMINER/CORONER
On.he be... of ...mi"e'lon endJ<< invesligatioft. in my opi"ion. d.eth occurred el the Iilne, dat., "I'd pille., _ due to the ceusa,.) end
31e-"- .. "eled.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -';'" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ........
REGISTRAR'S SIGNATURE AND NUMBER
21-01-767
I, JANICE S. YUNGEL, of the city of Sunbury,
Northumberland County, Pennsylvania, being of sound mind, memory
and understanding, do make and publish this my Last will and
Testament, hereby revoking and making void all former wills by me
at anytime heretofore made.
AND FIRST, I direct that my funeral be conducted in a
manner corresponding with my estate and situation in life.
AND to such estate as it has pleased God to entrust to
me, I dispose of the same as follows, viz.:-
FIRST: I give and bequeath to Market Square
Presbyterian Church, 21 South River Street, Harrisburg, PA, the
balance at the time of my death in my charity savings account,
the same to be used by said church for charitable purposes only
and not the general operation expenses or capital improvement for
said Church.
SECOND: All the rest, residue and remainder of my
estate, be the same real, personal or mixed, I give, devise and
bequeath to my sister, Evelyn S. Musser, provided, however, she
survives me for a period of at least thirty (30) days after the
date of my death.
THIRD: In the event my sister, Evelyn S. Musser, fails
to survive me for a period of at least thirty (30) days after the
date of my death, I then give, devise and bequeath the rest,
residue and remainder of my said estate in equal shares to the
~~ S, ~~i(SEAL)
t
~
children of my sister, Dr. John R. Musser, Jr., now of strathmere
Club, Lake Attitash, Amesbury, Massachusetts 01913; Barbara
Musser Taliaferro, now of 107 Locust Drive, Brandon, Florida
33511; Frances Musser Gass, now of 1601 Hopkins Drive, Elizabeth
City, North Carolina 27909; and William A. Musser, now of 4125
Lee Manor Drive, Allison Park, Pennsylvania 15101, per stirpes.
FOURTH: In addition to the rights and powers given to
fiduciaries by law and elsewhere in this Will, my Executrix, and
her successor, may, at their discretion, exercise the following
powers:
A. To retain any real and personal property which may
at any time form part of my estate.
B. To invest and reinvest in any real or personal
property without restriction 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 any real or personal property and to give options
for sales or exchanges.
E. To compromise claims.
F. To distribute in cash, in kind or both, at such
values as they may fix.
~,V 8. ~~b(SEAL)
2
II
FIFTH: I appoint my sister, Evelyn S. Musser,
Executrix of this, my Last will and Testament, to serve without
bond in any jurisdiction. Should she fail to qualify or cease to
serve as such Executrix, I appoint my niece, Frances Musser Gass,
Substitute Executrix, to serve without bond in any jurisdiction.
IN WITNESS WHEREOF, I, JANICE S. YUNGEL, the Executrix,
have to this, my Will, typewritten on three (3) sheets of paper,
set my hand and seal, this / q 11 day of ()(} ~ W- , A. D. ,
1989.
\\ t ~
C~./JAA-ALv ,5, . (SEAL) ,
Signed, sealed, published and declared by the above
named JANICE S. YUNGEL, as and for her Last will and Testament,
in the presence of us, who have hereunto subscribed our names at
her request as witnesses thereto, in the presence of the said
Testatrix and of each other.
1~
3
t
-
CERTIFICATION OF NOTICE UNDER RULE 5.6(jU
Name of Decedent:
JANICE S. YUNGEL
Date of Death:
December 3,2000
Will No.
2001-00767
(21-01-0767)
TO THE REGISTER:
I certify that notice of 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 August 27, 2001.
Name & address of:
Evelyn S. Musser
1601 Hopkins Drive
Elizabeth City, North Carolina 27909
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
NONE.
Date: 8/27/01
?11~T~
Michael T. Hudock, J.D.
I. D. No. 25464
269 Chestnut Street
Mifilinburg, P A 17844
......,-.
(570) 966-3006 ~~,f d :IJ~
-i: -',:1 ...... CD 0
Counsel for Personal ~~sentative (;::~, Q
" '..' ~ :q.2t
, ,:")
l.n '-:-'
:,::j;;
o
m
o
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~
........
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\0
JRD/June 30, 1992/17858
DEe 0 4 2001
Estate No.: 21-01-767
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Re: Estate of Janice S. Yungel
Late of West Pennsboro Twp.
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORPHANS' COURT RULE
Personal Representative: Frances Musser Gass
Counsel for Personal Representative: Michael T. Hudock Esq
Date of Grant of Original Letters: August 17, 2001
Date of Delinquency Notice: November 27, 2001
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on November 15, 2001, and that the
ten (l0) day notice to file the certification has expired. Accordingly, in accordance with Rule
5.6( e) the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date: December 4,2001
Distribution:
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for
Certification of Notice is
cancelled.
t ~ ";/) In Courtroom No.3. If the
earing date, the hearin will automatically be
OK~
\~- ~ -Ot
.-
J.O-O f - 7 (Pl
(
FAMILY SETTLEMENT AGREEMENT
THIS AGREEMENT executed this 19th day of April, 2002, by FRANCES
MUSSER GASS, individually and as Personal Representative of the Estate of
JANICE S. YUNGEL, deceased, of 1601 Hopkins Drive, Elizabeth City, North
Carolina, and EVELYN S. MUSSER, individually, of 1601 Hopkins Drive, Elizabeth
City, North Carolina.
WHEREAS, Janice S. Yungel died on December 3, 2000.
WHEREAS, Frances Musser Gass proceeded with the administration of said
estate and has prepared and filed the Pennsylvania Inheritance Tax Return for said
decedent;
WHEREAS, all Pennsylvania inheritance taxes due on the Estate of Janice S.
Y ungel, deceased, have been paid in full; and
WHEREAS, the parties hereto desire that they shall not be required to file a
First and Final Account with the Orphans' Court of Cumberland County, and that the
net estate of the decedent shall be distributed without the necessity of filing a formal
account.
NOW, THEREFORE, the parties hereto intend to be legally bound hereby,
mutually agree as follows:
1. The parties hereto, and each of them, agree and acknowledge that they
have fully and carefully examined the Pennsylvania Inheritance Tax Return of Frances
Musser Gass, Personal Representative of the Estate of Janice S. Yungel, deceased, and
find it to be true, correct and acceptable to them, and further that each of them has
received a copy of this agreement, the Pennsylvania Inheritance Tax Return and the
Petition for Distribution.
2. The parties hereto acknowledge that they have examined the Proposed
Distribution attached to the Petition for Distribution to be presented to the Orphans'
Court of Cumberland County for its approval. All parties hereto agree and consent to
the distribution of the assets of the Estate of Janice S. Y ungel, as set forth in the
\.
Schedule of Proposed Distribution attached hereto and made a part hereof.
3. The parties hereto do hereby release, remise and forever discharge the said
Frances Musser Gass, Personal Representative of the Estate of Janice S. Yungel, of and
from all manner of acts, suits, claims, accounts, accountings, debts, due and demands
whatsoever which they or any of them or their legal representatives or assigns may at
any time hereafter have, against the said Frances Musser Gass, the said estate or the
assets thereof, from, for, touching or concerning any of the assets and property of the
said estate and/or claim or interest thereto or therein, and the administration,
management, collection, sale or distribution of any of the said assets and for or on
account of any money, interest, income, assets or proceeds out of the same, from the
time of the death of said decedent to and including the date of this agreement and
release.
4. This instrument is a full and final Family Settlement Agreement by and
between the parties hereto, both fiduciary and individual, all of the same having been
arrived at, concluded and executed after a full and complete disclosure of the assets of
the said estate and the rights of the parties therein and thereto. All of the parties hereto,
and each of them, agree to abide by the terms hereof.
5. The parties hereto, and each of them, agree that they will at all times in the
future and whenever necessary, appropriate or convenient, make, execute and deliver to
the said Frances Musser Gass, and/or to the other party or persons, any and all
instruments, docwnents, conveyances, deeds, releases or other instruments, of any kind
necessary or convenient to carry out the intention of this agreement, and/or to permit,
assist and enable the said Frances Musser Gass to fulfill her duties with reference to the
said estate and all the assets thereof.
6. This agreement constitutes the entire understanding of all the parties
hereto, and each of them acknowledges that no representations or statements of any
kind, written or oral have been made to them or any of them prior hereto by the said
Frances Musser Gass or by any other person or party upon their behalf.
7. This agreement shall inure to the benefit of and shall be binding upon the
parties hereto and each of them, their heirs, executors, administrators, successors and
aSSIgns.
. ~
IN WITNESS WHEREOF, the parties hereto have hereunto set their hands and
seals the day and year first above written.
~/o~ ,L
Frances Musser Gass, Personal Representative of the
Last Will and Testament of Janice S. Yungel, deceased
~~~~
Frances Mu er Gass, individually
,~
usser, individually
VERIFICATION
I verify that the statements made in this Family Settlement Agreement are true
and correct. I understand that false statements herein are made subject to the penalties
of 18 P. A. C. S. Section 4904, relating to unsworn falsification to authorities.
~~L
Frances Musser Gass, Personal Representative of the
Last Will and Testament of Janice S. Yungel, deceased
~~~L
Frances Mus er G:r~
usser, individually
... ~ II
. "
ESTATE OF JANICE S. YUNGEL
EXHIBIT "A"
INCOME/ASSETS:
1. Miftlinburg Bank and Trust Company
- savings account NO. 1-64693820
2. PA Department of Revenue
- refund of inheritance tax
$ 16,061.37
$ 140.25
TOTAL
$ 16,201.62
EXPENSES:
1. Cremation Society of P A $ 1,500.00
2. U- Haul (removal of personal property) $ 300.00
3. MGM Pharmacy $ 200.00
4. Green Ridge Village Nursing Home $ 275.71
5. P A Dept. of Revenue (2000 taxes) $ 800.00
6. Cumberland County Register of Wills $ 69.00
- probate fee
7. Cumberland County Register of Wills $ 25.00
- filing fee inheritance tax return and inventory
8. Register of Wills, Agent $ 693.92
- inheritance tax
9. Cumberland County Register of Wills
- filing fee/Petition for Distribution and Family
Settlement Agreement $ 25.00
10. Michael T. Hudock - legal fees $ 400.00
11. Evelyn S. Musser - final distribution $ 11..912.99
TOTAL $ 16,201.62
e
West" PennsboroTownship
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
INVENTORY
ESTATE OF
JANICE S. YUNGEL,
Deceased
No.
Date of Death:
Social Security No.:
21-07-0767
December 3, 2000
210-36-3414
Attorney:
LD. No.:
Address:
Frances Musser Gass, Personal Representative of the above Estate, deceased, verify
that the items appearing in the following inventory include all of the personal assets
wherever situate and all of the Commonwealth of Pennsylvania of said Decedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of
the date of the Decedent's death, and that Decedent owned no real estate outside of the
Commonwealth of Pennsylvania except that which appears in a memorandum at the end
of this inventory. I verify that the statements made in this Inventory are true and
correct. I understand that false statements herein are made subject to the penalties of
18 Pa.C.S. ~904 relating to unsworn falsification to authorities.
/A,~~ ~ ~
FRANCES MUS~ER ASS /
Michael T. Hudock
25464
269 Chestnut Street
Mitllinburg, PA 17844
(570) 966-3006
Telephone:
Dated:
/.y/7/o1
DESCRIPTION:
1. Crematory Society ofP A, Inc.
2. MBTC Savings account no. 1-64693820
VALUE:
$ 895.00
$16J 74.43
TOTAL
$17,069.43
---
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
HUDOCK MICHAEL T ESQ
269 CHESTNUT 5T
MIFFLlNBURG, PA 17844
-.-----. lold
ESTATE INFORMATION: SSN: 210-36-3414
FILE NUMBER: 2 1 - 2001 - 0767
DECEDENT NAME: YUNGEL JANICE S
DATE OF PAYMENT: 1 2/ 1 9/ 200 1
POSTMARK DATE: 12/18/2001
COUNTY: CUMBERLAND
DATE OF DEATH: 12/03/2000
NO. CD 000661
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $693.92
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$693.92
REMARKS: WILLIAM A MUSSER
C/O MICHAEL T HUDOCK ESQUIRE
CHECK# 235
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
/ '7- / - Co
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
B~EAU OF INDIVIDUAL TAXES
I INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recorc-
Re~;
PI
02-04-2002
VUNGEL
12-03-2000
21 01-0767
CUMBERLAND
101
MICHAEL T HUDOCK
269 CHESTNUT ST
MIFFLINBURG
.02 FEB 13CJO :49
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
c/*
REY-16~7 EX AFP (12-00)
JANICE
S
Allount Rellitted
P~lU144
CUITlbc~:;~, -
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=is47-ix-AFP--fli':olir-NoYici--oF-iNHiififANcE-YAx-1rPPRA-isiifENT-,--"L'i.OWANCE-oli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VUNGEL JANICE S FILE NO. 21 01-0767 ACN 101 DATE 02-04-2002
TAX RETURN WAS:
) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of 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
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
895.00
8.087.22
.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/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
2,393.00
2.093.00
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X 00 =
.00 X 045=
4,496.22 X 12 =
.00 X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
8,982.22
4.486 00
4,496.22
.00
4,496.22
(19)=
.00
.00
539.54
.00
539.54
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-18-2001 CDoo0661 14.13- 693.92
TOTAL TAX CREDIT 679.79
BALANCE OF TAX DUE 14o.25CR
INTEREST AND PEN. .00
TOTAL DUE 14o.25CR
. 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 ~(6-88)
,.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
YUNGEL,JANICE S
FILE NUMBER
Kathryn Harbilas
ACN
2101-0767
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANA liON OF CHANGES
J
Siblings are taxable at the rate of 12% for dates of death on or after 07-01-2000.
ROW
Page 1
/ 7-1- ~
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REY-1U7 EX AFP (01-02>
MICHAEL T HUDOCK
269 CHESTNUT ST
MIFFLINBURG
.02 ,4PR 12 P 1 :s 2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-25-2002
YUNGEL
12-03-2000
21 01-0767
CUMBERLAND
101
JANICE
S
Allount Rellitted
lPiAi 17844
CwnL:
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 ~
iE-v =i6'ifj-ix--AFP--(iff=o21-------...--iNi.-ERITANCE--fAif-SYjrfEME-tif-ifF"-Ac-couiff--...---------------------
ESTATE OF YUNGEL JANICE S FILE NO. 21 01-0767 ACN 101 DATE 03-25-2002
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A S~ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-28-2002
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
539.54
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-18-2001 CDOO0661 14.13- 693.92
03-05-2002 REFUND .00 140.25-
TOTAL TAX CREDIT 539.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR),
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
of
~
c
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.:
Administrator's No.:
Janice S. Yungel
December 3, 2000
2001-00767
21-01-0767
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: on or before May 31,
2001.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account
with the Court?
Yes
No
b. The separate Orphans' Court No. (if any) for the
personal representative's account is:
Yes
an ~iFo~
:j X"
O. <,
m i'~-; 0
.(~!.)., c:;
'~":.No I
U1
:o~
CPO
(00
.'~' """'I
f[:!:'~.,
c. Did the personal representative state
informally to the parties in interest?
'I1If1E 1. VI; ~
a
..-A
,b.;.
\Q
.. .
Referenced to Cumberland County Orphans' Court No.
d. Copies of receipts, releases, joinders and approvals of
formal or informal accounts may be filed with the Clerk of
Orphans' Court and may be attached to this report.
Date: 12/3/01
11~ r /thJc
Michael T. Hudock, J.D.
Counsel for personal representative
I. D. No. 25464
269 Chestnut Street
Miffiinburg, P A 17844
(570) 966-3006
pO
=ct'
:j:;i!-
0' "::
("I) ,"
i:;:,
":':J
\:' .~
d
-
t::l
n
\
U1
;e
--"
Ui
o
~(iE ~ V~ ~
:0
;0<0
(00
f"G,~
;:'ir ~:,;:
pi .. .
~{/
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Will No.:
Administrator's No.:
JANICE S. YUNGEL
December 3,2000
21-0t-0767
21-0t-0767
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:
x
Yes
No
2. If the answer is No, state when the personal representative reasonably
believes that the administration will be complete: N/ A.
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account
with the Court?
Yes
x
No
b. The separate Orphans' Court No. (if any) for the
personal representative's account is: N/A.
c. Did the personal representative state an account
informally to the parties in interest?
x
Yes
No
Referenced to Cumberland County Orphans' Court No.
Page 1 of 2
.~
.
d. Copies of receipts, releases, joinders and approvals of
formal or informal accounts may be filed with the Clerk of
Orphans' Court and may be attached to this report.
Date: 5/13/02
17t~7: ~
Michael T. Hudock, J.D.
Counsel for Personal Representative
1. D. No. 25464
269 Chestnut Street
Miffiinburg, PA 17844
(570) 966-3006
Page 2 of 2
,.
'.
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
~
.....m..............""h.......OFFiCiACUSE.oN'Ly...."""........."...h.........
/ '7- i.- "
ALE NUMBER
0767
NUMBER
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG. PA 17128-0001
21
COUN1Y CODE
~
Z
W
o
W
o
W
o
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
YUNGEL, Janice S.
DATE OF DEATH
DATE OF BIRTH
THIS RETURN MUST BE FILED IN DUPLICATE WfTH
THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
.!
~~.=
~ e~
U 12.11I
12.
<
December 3,2000 January 14, 1908
(IF APPLICABLE) SURVIVING SPOUSE-S NAME (LAST, FIRST, AND MIDDLE INITIAL)
x 1. Original Return
4. limited Estate
x 6. Decedent Died Testate (Attach copy of Will)
9. litigation Proceeds Received
2. Supplemental Return
4a. Future Interest Comprise (dale oldealn ane, 12'12-82)
7. Decedent Maintained a living Trust (Allach a copy 01 Trusl)
10. Spousal Poverty Credit (date old.ath between 12-31-91 and 1-1-95)
3. Remainder Return (_of_,,",," 12-1:>a:1)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
THtS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Michael T. Hudock 269 Chestnut Street
C
1II
1::1
c
8-
..
!
l)
o
Mifflinburg, PA 17844
c)c; d
.".. ...,........
=(t\
-, -
.00
t:::l
CJ
--"
\0
$0.00 --0
$,~ge'00 N
"""".. ,....," \~
$8,087.22 N
$0.00
(8)
$2,393.00
$2,093.00
(11)
(12)
(13)
(14)
(15)
4. Mortgages & Notes Receivable (Schedule D) (4)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5)
FIRM NAME (If Applicable)
TELEPHONE NUMBER
(570) 966-3006
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
z
o
i=
<(
..J
::J
l-
n:
<(
o
w
a::
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(12)
16. Amount of line 14 taxable at lineal rate
Z
~ 17. Amount of line 14 taxable at sibling rate
~~
I- ~ 18. Amount of line 14 taxable at collateral rate
~
8 19. Tax Due
o x 0
o x 0 (16)
o x .12 (17)
(6)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Misc. Non-Probate Property
(7)
$8,982.22
(Schedule G or L)
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
(10)
10. Debts of Decedent, Mortgage 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 for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (line 12 minus line 13)
$4,486.00
$4,496.22
$0.00
$4,496.22
$4,496.22 x .15 (18)
2o.D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
$0.00
$0.00
$0.00
$674.43
(19)
$674.43
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
210 Big Spring Road
$19.49
o
Total Interest/Penalty (0 + E)
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)
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. (5A)
B. Enter the total of line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
CITY
Newville
o
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
o
o
o
Total Credits (A + B + C)
3.
Interest/Penalty if applicable
D. Interest
E. Penalty
4.
5.
STATE
PA
ZIP
17241
(1)
$674.43
(2)
o
(3)
$19.49
$0.00
$693.92
$693.92
1.
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
Yes
No
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 pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best 01 my knowledge and belief, it is true, correct,
and complete.
Declaration 01 preparer other than the personal representative is based on all the information 01 which preparer has any knowledge.
SIGNATU~ PERSON RESPONSIBLE FO FILING RETURN
) ~ tlj>o " *:7
ADDRESS
2.
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 reviSionary interest; or
d. receive the promise for life of either payments, benefits or care?
If death occurred on or before December 12, 1982, did decedent within two years
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
Did decedent own an individual retirement account, annuity, or other non-probate property?
3.
4.
1601 Hopkins Drive, Elizabeth City, NC 27909
SIGNATURE F PREPARER OTHER THAN R_'1~SE~TATIVf
~r~
ADDRESS
269 Chestnut Street, Mifflinburg, PA 17844
~
~
~
rn
DATE
DAT
)J.
01
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 P.S. 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 surviving spouse is 0% [72 P .5. 99116
(a) (1.1) (ii)]. The statute does no exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax
return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 0% [72 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 .5. ~9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTIi OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF Janice S. YUNGEL FILE NUMBER 21-01-0767
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
$ 895.00
Cremation Society of Pennsylvania, Inc.
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$ 895.00
COMMONWEAL 1H OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF Janice S. YUNGEL FILE NUMBER 21-01-0767
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. William A. Musser Mifflinburg, PA 17844 nephew
B.
c.
JOINTLY-OWNED PROPERTY:
ITEM LETTER DATE DESCRIPTION OF PROPERTY DATE OF DEATH %OF DATE OF DEATH
NUMBE FOR MADE Include name of financial institution and bank account number or similar identifying VALUE OF ASSET DECD'S VALUE OF
R JOINT JOINT number. Attach deed for jointly-held real estate. INTEREST DECEDENT'S
TENANT INTEREST
1. A. 09/22197 MBTC savings account no. 1-64693820 $16174.43 50% $8,087.22
TOTAL (Also enter on line 6, Recapitulation) $8,087.22
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETIJRN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF Janice S. YUNGEL
Debts of decedent must be reoorted on Schedule I.
ITEM
NUMBER
DESCRIPTION
21-01-0767
AMOUNT
1.
$ 899.00
$ 983.00
A.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
FUNERAL EXPENSES:
Cremation Society of Pennsylvania, 4100 Jonestown Road, Harrisburg, PA
Addition funeral expenses
ADMINISTRATIVE COSTS:
Personal 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:
Attorney Fees Michael T. Hudock
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
Probate Fees Cumberland County Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Cumberland County Register of Wills - filing fee/inheritance tax return
Cumberland County Register of Wills - filing fee/county inventory
Cumberland County Register of Wills - filing fee/petition for distribution/family settlement agreement
$ 400.00
$ 69.00
$ 15.00
$ 10.00
$ 17.00
TOTAL (Also enter on line 9, Recaoitulation
(If more space is needed, insert additional sheets of the same size)
$2,393.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF Janice S. YUNGEL
Include unreimbursed medical exoenses.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
FILE NUMBER
DESCRIPTION
Green Ridge Village, Newville, PA (balance due)
MGM Pharmacy (balance due)
PA Deparrrnent of Revenue (H & R Block income tax prep)
Family meal after funeral
Moving and storage of nursing home furniture & possessions
Becky Tucky (nursing care)
Linda Lockland (nursing care)
21-01-0767
AMOUNT
$ 276.00
$ 200.00
$ 800.00
$ 17.00
$ 300.00
$ 250.00
$ 250.00
TOTAL (Also enter on line 10, RecaDitulation)
(If more space is needed, insert additional sheets of the same size)
$2,093.00
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF Janice S. YUNGEL
SCHEDULE J
BENEFICIARIES
FILE NUMBER
21-01-0767
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR
NUMBER Do Not List Trustee(s) SHARE
OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1. Evelyn S. Musser, 1601 Hopkins Drive, Elizabeth City, NC Sister 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
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00
(If more space is needed, insert additional sheets of tile same si:ze)
....
I, JANICE S. YUNGEL, of the City of Sunbury,
Northumberland County, Pennsylvania, being of sound mind, memory
and understanding, do make and publish this my Last will and
Testament, hereby revoking and making void all former wills by me
at anytime heretofore made.
AND FIRST, I direct that my funeral be conducted in a
manner corresponding with my estate and situation in life.
AND to such estate as it has pleased God to entrust to
me, I dispose of the same as follows, viz.:-
FIRST: I give and bequeath to Market Square
Presbyterian Church, 21 South River Street, Harrisburg, PA, the
balance at the time of my death in my charity savings account,
the same to be used by said church for charitable purposes only
and not the general operation expenses or capital improvement for
said Church.
SECOND: All the rest, residue and remainder of my
estate, be the same real, personal or mixed, I give, devise and
bequeath to my sister, Evelyn S. Musser, provided, however, she
survives me for a period of at least thirty (30) days after the
date of my death.
THIRD: In the event my sister, Evelyn S. Musser, fails
to survive me for a period of at least thirty (30) days after the
date of my death, I then give, devise and bequeath the rest,
residue and remainder of my said estate in equal shares to the
'~~~ ~, ~4J(SEAL)
1/
(/
children of my sister, Dr. John R. Musser, Jr., now of Strathmere
Club, Lake Attitash, Amesbury, Massachusetts 01913; Barbara
Musser Taliaferro, now of 107 Locust Drive, Brandon, Florida
33511; Frances Musser Gass, now of 1601 Hopkins Drive, Elizabeth
City, North Carolina 27909; and William A. Musser, now of 4125
Lee Manor Drive, Allison Park, Pennsylvania 15101, per stirpes.
FOURTH: In addition to the rights and powers given to
fiduciaries by law and elsewhere in this Will, my Executrix, and
her successor, may, at their discretion, exercise the following
powers:
A. To retain any real and personal property which may
at any time form part of my estate.
B. To invest and reinvest in any real or personal
property without restriction 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 any real or personal property and to give options
for sales or exchanges.
E. To compromise claims.
F. To distribute in cash, in kind or both, at such
values as they may fix.
~ 6, rr~1J(SEAL)
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A .. ' . .
FIFTH: I appoint my sister, Evelyn S. Musser,
Executrix of this, my Last will and Testament, to serve without
bond in any jurisdiction. Should she fail to qualify or cease to
serve as such Executrix, I appoint my niece, Frances Musser Gass,
Substitute Executrix, to serve without bond in any jurisdiction.
IN WITNESS WHEREOF, I, JANICE S. YUNGEL, the Executrix,
have to this, my Will, typewritten on three (3) sheets of paper,
set my hand and seal, this /qrl day of Do"W-, A.D.,
1989.
\ ' ~
(<-IIAA-AU./ 5. (SEAL) ,
signed, sealed, published and declared by the above
named JANICE S. YUNGEL, as and for her Last will and Testament,
in the presence of us, who have hereunto subscribed our names at
her request as witnesses thereto, in the presence of the said
Testatrix and of each other.
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