HomeMy WebLinkAbout01-0769
PETITION FOR PROBATE and GRANT OF LETTERS
No.
To:
Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 183 - 20- 7516 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(~, who is/.aJ:e-18 years of age or older atthe execut rix
in the last will of the above decedent, dated ~T nn e 22
and codicil~) dated J1] ly 10 7 2001
Margaret L
Carney
21-01-769
Estate of
also known as
named
,19--9.L
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 1962 Chestnut Street
Camp Hill, PA 17011
(list street, number and muncipality)
Decendent, then 74 years of age, died Augus t 1 , 19: 2001,
at Holy Spirit HospitRl, ERSt: Pennshoro Townshjn, r.llmhprl Rnn C:ounty,
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 PenI.1sxly~nia
situated as follows: l~bL Chestnut Street
CarnY) Eill. PA 17011
PA
$1.000.000
$
$
$ l~U,UUU
WHEREFORE, petitioner(sn respectfully request(s) the probate of the last will and codicil(~
presented herewith and the grant of letters t est amen t a ry
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
ther1m.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF J~a~mhin
The petitioner(~ above.;.named swear(s) or affirm(s) that the statements in the fore~Iitg petition are
true and correct to the best of the knowledge and belief of petitioner~ and that as;f>ersonal represen-
tative~) of the above decedent petitioner~Witlwell and truly ad ini~ter~~6rding to law.
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No. 21-01-769
Estate of
MARGARET L. CARNEY
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW AUGUST 20 -W:: 200,~n consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated JUNE 2~ 1997 and JULY 10. 2001
described therein be admitted to probate and filed of record as the last will of
MARGARET L CARNEY
and Letters TESTAMENTARY
are hereby granted to DOROTHY L FORREY
FEES
IiE~:~e}etters, Etc. ......... $ 8~~: 88
Short Certificates( ).......... $~
Codic;i.l. 10: 50
RenunciatIon ................ $ .
JCP $ 5.00
TOTAL _ $ 970.00
Filed ...... ~:-.ll-:?9P.~ . . . . . . . . . . . . . . . . . .
ATTORNEY (Sup. Ct. I.D?fNOt15 42
2303 Market Street
ADDRESS
Camp Hill, PA 17011
(717) 232-8731
PHONE
105.805 REV 9/86
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,
p
7619665
~ /~<' ('~~
Local Registrar r-
Fee for (his certificate, $2.00
No,
- AUG ~ 6 20.0.1
ate
21-01-769
Q R.." 2117
COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NI\ME OF DECEDENT IF.... MidaIe. L_
1.
Margaret L. Carney
STArE FilE NUMeER
SEX SOCIAL SECURITY NUMBER
2. Female J. 183 - 20 - 7516
~fC"Y_ PlAC€OFDEAI'Hlo..oCll>lyllNt- __'UCloOnOon_....
sa. 01 Fcreogn CounIryJ HOSPITAL: OTHER:
PhiladelphiaPA ...,....,...&f ~ 0 ='" 0
7. ...
FACl.ITY NAME 01 noc 1I\5I'UIcr\. gMl *ee1 and number.
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AGE flail 8irIIIdayI
UNDER' YEAR
MonIlIa Dava
74
y,..
I.
COUNTY OF llERH
,.,..
a.mt>erland
DId
-....
.... in.
--"7 17caK1 ~-:::e=of Camp Hill
MOTHER'S NAME (F.... ModdIe. ~ SurNme)
Catherine Reilly
loWlITAL SWUS........
~ Married. WidDoNd.
0iI0lIfaId ~
'4. Widowed
17..0.......-.-........
RACE. "-......... 8Ieck, WIllIe. ..
(~I
,.. White
SURVIVING SPOUSE
,......go-..--l
..
C\Jnt)erland
Ie.
DECEDENT'S USUAl OCCUMIOH
(GNelorldof wcrlr. done~_
~~sryllM'_ed) sUn Oil Co.'
11 "...
DECEDENT'S MAILING ADOMSS(Slleel Ctt,IliMn. SIMa. ~ Codel
1962 Chestnut Street
Canp Hill, PA 17011
,a.
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INFORMANT'S NAME (TypeIPrn)
Francis Laws
I:brothy Forrey
I, 1..00 I
.....TE CAUSE (Final
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21-01-769
LAST WILL AND TESTAMENT
OF
MARGARETL.CARNEY
KNOW ALL MEN BY THESE PRESENTS, that I, MARGARET L. CARNEY,
presently residing at 3610 Logan Court, Hampden Township, Cumberland County,
Pennsylvania, do hereby make, declare, and publish this as my Last Will and
Testament, hereby revoking all former wills and codicils heretofore made by me at
any time.
PAYMENT OF EXPENSES
I. Payment of Expenses. I direct that my Executrix, hereinafter named,
shall have the power, but not the duty, to pay all my just debts, expenses of my last
illness, and funeral expenses from my estate as soon after my death as shall be
found convenient.
GIFTS
II. General Beauests.
(a) I bequeath the sum of Twelve Thousand ($12,000.00) Dollars each to my
nieces and nephews named below:
MARY ISELE VAUGHN
DENISE B. HINES
ELIZABETH B. BENDER
MELISSA B. McCORMICK
JANET F. LINDLEY
ELIZABETH F. HAy1\tIAN
ROBERT DRUDING ISELE
CHRISTINA B. DAVIS
THOMAS M. BRABANT
KATHLEEN B. MOORE
MARY F. BARBER
\VILLIAJ.\tI C. FORREY, JR.
If my nephew, WILLIAM C. FORREY, JR., predeceases me, his share shall
pass to the Bishop Joseph T. Daley Seminarian Fund, 4800 Union Deposit Road,
~arrisburg, P A 17105. If any of my other aforementioned nieces and nephews
~predecease me, his or her share shall be paid to his or her surviving children (to
include adopted child), in equal shares, per stirpes, but in default thereof the gift to
the predeceased niece or nephew shall be distributed equally among those nieces
and nephews who survive me.
)); t:vJrCfu/ c{ ~
- 1 -
(b) I bequeath the sum of Five Thousand ($5,000.00) Dollars to the Holy
Spirit Adoration Sisters, Convent of Divine Love, 2212 Green Street, Philadelphia,
PA 19130-3197.
(c) I bequeath the sum of Five thousand ($5,000.00) Dollars to the "FOCUS
Endowment Fund, the Most Reverend Nicholas C. Dattilo, Bishop of Harrisburg
and his successors in office in trust for the Roman Catholic Diocese of Harrisburg"
Pennsylvania.
(d) I bequeath the sum of Five Thousand ($5,000.00) Dollars to the Sisters of
Christian Charity, Mendham, New Jersey for the good of the religious community
and in gratefulness for the pastoral care offered to my late husband at Holy Spirit
Hospital.
III. Personal and Household Effects: a.. I bequeath to the children of my
late husband, JOSEPH E. CARNEY, a grandfather clock, which clock was made in
Germany and had been in the Carney family prior to my marriage to Joseph E.
Carney, provided, however, that the clock must be accepted by the said children of
my late husband within thirty (30) days of notice to them of this gift, but in default
of such acceptance, the clock shall be added to and made a part of the property
distributed under Paragraph III. b. of this Will. Acceptance as referenced in this
sub-paragraph, shall mean physical receipt of the clock by any of the beneficiaries
(children of Joseph E. Carney) through arrangements made with the Executrix for
removal of the clock. Delivery of the clock by the Executrix to any beneficiary, the
agent, servant or employee of any of the beneficiaries shall constitute full
satisfaction of this gift. Any expense for packing, shipping, insuring or delivery of
such clock shall not be paid by the Estate.
b. I bequeath my automobiles, household and personal effects and other
tangible personalty of like nature (not including cash or securities), together with
any existing insurance thereon, to such of my sisters, MARY L. ISELE, MARIE L.
BRABANT and DOROTHY L. FORREY, as are living on the thirty-first day after
my death, to be divided among them as they shall agree, but in case of
disagreement among my sisters, the Executrix is authorized to make the division in
as nearly equal shares as practical. Any property not so divided shall be sold and
the proceeds thereof distributed among my sisters in such amounts as to assure
equal distribution among them of the value of personal property received by each,
plus proceeds from the sale of personal property.
I direct that the expense of packing, shipping, insuring and delivering any
such property to a beneficiary entitled thereto under this Paragraph III. b., shall be
paid by the Executrix as an administrative expense of my estate.
JJ)aJlyaw cf ~
- 2 -
IV. Residuarv Estate.
A. I give, devise and bequeath the rest, residue and remainder of my estate,
whether real, personal or mixed, and of any nature whatsoever and wherever
situated as follows:
1. a. If my net estate, after payment of all death, estate and inheritance
taxes, funeral expenses and costs of administration is One Million
($1,000,000.) Dollars or more, I give the sum of Thirty-Five Thousand
($35,000.) Dollars to each of my husband's children, JOAN T. NICOLADSE,
JOSEPH E. CARNEY, JR., CORNELIUS J. CARNEY, DAVID P. CARNEY
AND MARY R. MANSHIP, who survive me by thirty (30) days. If any of the
children of my husband do not survive me by thirty days, I direct that the
share which would have passed to the deceased individual, shall be divided
equally among the other children of my husband who survive me by thirty
days.
b. If my net estate, after payment of all death, estate and inheritance
taxes, funeral expenses and costs of administration is less than One Million
($1,000,000.) Dollars, I give to each of my husband's children, JOAN T.
NICOLADSE, JOSEPH E. CARNEY, JR., CORNELIUS J. CARNEY, DAVID
P. CARNEY and MARY R. MANSHIP, who survive me by thirty (30) days,
4.16% of the net value of my estate as above described and after allowing for
payment in full of the general bequests provided in Paragraph II(a), (b), (c)
and (d) of this Will. If any of the children of my husband do not survive me
by thirty days, I direct that the share which would have passed to the
deceased individual shall be divided equally among the other children of my
husband who survive me by thirty days.
2. The rest, residue and remainder of my estate in equal shares, to my
sisters, MARY L. ISELE, MARIE L. BRABANT and DOROTHY L. FORREY, who
survive me by thirty (30) days. If any of my sisters does not so survive me, I devise
and bequeath the share of such sister~ in equal shares to those of her children who
survive her by thirty (30) days.
V. Powers of Appointment. No provision of this Will shall exercise any
power of appointment I may have.
))}4JJtjC2ol c5 rlw~. -3-
FIDUCIARIES
VI. Executrix. I hereby nominate, constitute and appoint my sister,
DOROTHY L. FORREY, as Executrix of this my Last Will and Testament. In the
event that my above-named sister should predecease me, or be unable or unwilling
to serve, I appoint my nephew, WILLIAM C. FORREY, JR., as Executor. If my
nephew is unable or unwilling to serve, or predeceases me, I appoint my brother-in-
law, WILLIAM C. FORREY, SR., as Executor.
ADMINISTRATIVE PROVISIONS
VII. No Bond/Compensation. No Executrix or Executor appointed hereunder
shall be required to post bond or other security in any jurisdiction. Any fiduciary
acting hereunder shall be entitled to reasonable compensation.
VIII. Management Provisions. My Executrix shall have, in addition to the
powers and authority conferred upon her by law, the following additional powers
and authority:
A. Sell/Lease: To sell at public or private sale, exchange, lease, mortgage or
pledge any property, real or personal, at any time constituting a portion of my
estate, and upon such terms and conditions as the Executrix shall deem wise.
B. Invest: To invest any money at any time in such bonds, stocks, notes, real
estate, mortgages, life insurance, annuities or other securities, or such property,
real or personal, as Executrix shall deem wise, without being limited by any statute
or rule of law regarding investments by an Executrix.
C. Retain: To retain, without incurring any liability, as investments, any
property owned by me at the time of my death, as long as she deems it wise, and
even though such property is not the kind of property an Executrix would purchase
as an investment; and even though to retain such property might violate sound
diversification principles.
D. Title to Property: To cause any security or other property which may at
any time constitute a portion of my estate to be issued, held or registered in the
Executrix's own name, or in the name of a nominee, or in such form that title will
pass by delivery.
E. Expenses of Estate: To pay all costs, taxes, charges and expenses in
connection with the administration of my estate.
))JIiA1tJAfJ cf~
- 4 -
F. Allocate: To determine what is "Income" and what is "Principal"
hereunder, and her decision thereon shall be final; and to purchase securities at a
premium or discount, and to apply or charge said premium or discount against
income or principal as the Executrix may determine.
G. Borrow: To borrow money from any person, firm or corporation, for the
purpose of protecting and preserving or improving my estate hereunder; to execute
promissory notes or other obligations for amounts so borrowed.
H. Emplov: To employ legal counsel, accountants, brokers, investment
advisors, custodians, managers and other agents and employees and to pay them
reasonable compensation out of the funds held hereunder to which said
compensation is attributable.
I. Other: To do all other acts in the Executrix's judgment necessary or
desirable for the proper and advantageous management, investment and
distribution of my estate.
IX. Protective Provision: To the greatest extent permitted by law, before
actual payment to a beneficiary no interest in income or principal shall be (i)
assignable to a beneficiary or (ii) available to anyone having a claim against a
beneficiary.
X. Death Taxes: I direct that all transfer and inheritance taxes, state or
federal, assessed because of my death, whether the funds, property or insurance
proceeds to which such taxes are attributable pass under this will or not, shall be
paid out of my residuary estate; that my Executrix pay, or provide for payment of
all such taxes at such time, or times, and in such manner as my Executrix deems
best.
XI. Tax Options. I authorize my Executrix to exercise any options available
in determining and paying death taxes in my estate.
XII. Intent. Any person adopted by a child of my late husband, Joseph E.
Carney, shall not for this Will be considered as a child of my late husband's
children.
IN WITNESS WHEREOF, I, MARGARET L. CARNEY, the Testatrix of this,
my Last Will and Testament, typewritten on six (6) sheets of paper which I have
identified at the bottFf each page by my signature, hereunto set my hand and
seal this ~ day of ,1997. ')
))~~4 ~~~
). tJ GARET 1;. CARNE
)))tlAfcud 0( a~
- 5 -
The preceding instrument consisting of this and five (5) other typewritten
pages, each identified by the signature of the Testatrix, MARGARET L. CARNEY,
was on this day and date thereof signed, published and declared by, MARGARET L.
CARNEY, the Testatrix therein named, as and for her Last Will, in the presence of
us who, at her request, in her presence, and in the presence of each other have
subscribed our names as witnesses.
I~' (1. ~
))JOJ\lcud 0) ~
- 6 -
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I, MARGARET L. CARNEY, Testatrix whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that I
signed it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
~IIJA~~M/ (~~
I MA GARET L. . ARNEY
Sworn or affirmed to and acknowledged before me, by MARGARET L.
CARNEY, the Testatrix, this II!! day of qU#A- , 1997.
(SEAL)
t~OT ARIAL SEAL
GLORIA J. COPPERSMITH. Notary Public
City of Harrisbu.!oh. Dauphin County
My Commission Ex ires June 21. 1999
."
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
We, Gloria A. Cuddington Nancy L. Loper , and
Ri chard E. Connell , the witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose
and say that we were present and saw Testatrix sign and execute the instrument as
her Last Will; that she signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the Will as witnesses; and that to the best of our
knowledge Testatrix was at that time eighteen or more years of age, of sound mind
and under no constraint or influence.
~ (j (/~. ~
/ r:
/!~ R ~
~~
Sworn and affirmed to and subscribed to before me by Gloria
A. CuddinQton , Nancy L. Loper and Richard E. Connell
witnesses, this 2nd day of June , 1997.
(SEAL)
otary
NOTI\HIAL SEAL
GLORIA J. COPPERSMITH, Notary Public
1>. CIty of Harrlsbu-1gh, Dauphin County
" My Commission Ex ires June 21, 1999
CODICIL TO THE WILL
OF
MARGARETL.CARNEY
21-01-769
I, MARGARET L. CARNEY, having made my Last Will and Testament
date June 2, 1997 do hereby make, publish and declare this to be the sole Codicil to
my said Last Will and Testament.
I. I hereby amend Paragraph II(a) of my Last Will and Testament by
deleting "Twelve Thousand ($12,000)" and inserting in its stead: FIFTEEN
THOUSAND ($15,000).
II. I hereby revoke Paragraph II (c) of my Last Will and Testament since I
have otherwise provided a gift to the Diocese of Harrisburg by means of an annuity
purchase.
III. I hereby revoke Paragraph III. a. of my Last Will and Testament since I
have disposed of the clock during my lifetime by giving it to a daughter of my late
husband.
IV. I hereby amend Paragraph IV. parts 1.a. and 1.b. by deleting the
language set forth therein and providing in their stead as follows:
1.a. If my net estate, after payment of all death, estate and inheritance taxes,
funeral expenses and costs of administration is One Million ($1,000,000.00)
Dollars or more, I give the sum of Thirty-Five Thousand ($35,000.00)
Dollars each to the following children of my late husband, JOAN T.
NICOLADSE, JOSEPH E. CARNEY, JR., CORNELIUS J. CARNEY, and
MARY R. MANSHIP, AND MARGARET A. CARNEY (surviving spouse of
DAVID P. CARNEY), who survive me by thirty (30) days. If any of named
beneficiaries in this subparagraph do not survive me by thirty days, I direct
that the share which would have passed to the deceased individual, shall be
divided equally among the other beneficiaries named in this subsection who
survive me by thirty days.
b. If my net estate, after payment of all death, estate and inheritance
taxes, funeral expenses and costs of administration is less that One Million
($1,000,000.00) Dollars, I give to each of the following children of my late
husband, JOAN T. NICOLADSE, JOSEPH E. CARNEY, JR., CORNELIUS
J. CARNEY, and MARY R. MANSHIP, AND MARGARET A. CARNEY
(surviving spouse of DAVID P. CARNEY), who survive me by (30) days,
4.16% of the net value of my estate as above described and after allowing
lJJiLljtZU( 4~
for payment in full of the general bequests provided in Paragraph II(a), (b),
and (d) of this Will. If any of the named beneficiaries in this subparagraph
do not survive me by thirty days, I direct that the share which would have
passed to the deceased individual shall be divided equally among the other
beneficiaries in this subsection who survive me by thirty days.
V. In all other respects, I hereby ratify, confirm and republish my Last Will
and Testament dated June 2, 1997 together with this sole Codicil, as and for my
Last Will and Testament.
IN WITNESS WHEREOF, I, MARGARET L. CARNEY the Testatrix to
this Codicil to my Last Will and Testament, typewritten on two (2) sheets of paper
which I have identified at the bottMof this page by my signature, hereunto set my
hand and seal this /0 f h day of \ , 2001.
I
/
The preceding instrument consisting of two (2) typewritten pages, identified
by the signature of the Testatrix, was on this day and date thereof, signed,
published and declared by MARGARET L. CARNEY the Testatrix therein named,
as and for a Codicil to her Last Will and Testament, in the presence of us, who at
her request, in her presence, and in the presence of each other have subscribed our
names as witnesses.
~~~
~~~
~A
'>>J ~ /J
Y; I t'Uifa/l/.( .... ~1U/'
2
COMMONWEAL TH OF PENNSYLVANIA
: SS:
COUNTY OF CUMBERLAND
I, MARGARET L. CARNEY, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as a Codicil to my Last Will
and Testament; that I signed it willingly, and that I signed it as my free and
volunt~ry act for the purposes therein expressed.
~~i~. ~r};
Sworn or affirmed to and acknowledged before me,
CARNEY, the Testatrix, this I{)~ day of q~
by MARGARET L.
, 2001.
Notary P
NOTARIAl SEAL
GLORIA J. COPPERSMITH, No:ary Public
Carr.;> Hii: Bo.~, Ct(i.}xrlt~r:d COLnty
My C- J:nrnlssiofl Expirw Juna 2 'I, 2003
_1t:;~;urloQi,il;"~'d;O:W.
COMMONWEALTH OF PENNSYLVANIA
: SS:
COUNTY OF CUMBERLAND
We, ~/Ot l1ahf- !ZrctffA fhO'l1M 11. &leI' and
f,,/,(JrJ /C. ol1t1~/1 the witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose
and say that we were present and saw her sign and execute the instrument as a
Codicil to Last Will and Testament; that she signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed; that each of us,
in the hearing and sight of the Testatrix, signed the Codicil to her Last Will and
Testament as witnesses; and that to the best of our knowledge, the Testatrix was at
the time eighteen or more years of age, of sound mind and under no constraint or
undue influence.
~Cl~ ~
~~-~
-(::;Z~
() Sworn or affirmed to and subscr" d to before me by W~ fZ!O!'I€"
rU'M-lla , fl,t:JA16$ A. U' and leJq,.tI.E.
witnesses, this /()~ day of $/1 ' 2001.
~
NOTARIAL SEAL
GlORIA J. COPPERSMITH, Notary PtbIic
Camp Hill Boro, Curr,~and County
My 0-.t;nrnisslofi Expires June 21,2003
t-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Margaret L. Carney
Date of Death: August 1, 2001
Will No.
21-01-769
Admin. No.
To the
Register:
Mary C. Lewis
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 Au~ust 24,2001
Name Address
Mary Elizabeth Isele 2111 Yale Avenue. Camp Hill. PA 17011
Frances Marie Brabant P.O. Box 862. New Waverly. TX 77358
Dorothy L. Forrey 301 S. 24th Street. Camp Hill. PA 17011
Joan Nicoladse 113 Baker Circle. Exton. P A 19341
Joseph E. Carney. Jr. 1618 North 81st Street. Kansas City. KS 66112-2178
Cornelius J. Carney 1302 NE 149th Place. Vancouver. WA 98684
Margaret Carney 5825 Park Oaks Drive. Carmichael. CA 95608
Mary Manship 9745 Old Placerville Road # 5. Sacramento. CA 95827
Mary Isele Vaughn 1115 S. Farmer Avenue. Tempe. AZ 85281
Denise B. Hines 2008 Shasta. Kemah. TX 77565
Elizabeth Bender 207 Flamingo. Austin. TX 78734
Melissa B. McCormick 2016 King-sway. League Citv. TX 77573
Janet E. Lindley 1748 Bailey Road. Naperville. IL 60565
Elizabeth F. Hayman 7311 Boyertown Pike. P.O. Box 144. Earlville. PA 19519-0678
William C. Forrey. Jr. 301 South 24th Street. Camp Hill. PA 17011
Robert Druding Isele 3412 North 20th Street. Arlington. VA 22207
Christina B. Davis 16807 Rocky Ridge. Austin. TX 78734
Thomas M. Brabant 611 Power Street. League City. TX 77573
Kathleen B. Moore 15108 Flamingo Drive North. Austin. TX 78734
Mary F. Barber 301 South 24th Street. Camp Hill. PA 17011
Holy Spirit Adoration Sisters. Convent of Divine Love.
2212 Green Street. Philadelphia. PA 19130-3197
Sisters of Christian Charity. Mendham. NJ 07945
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Cc~ J~) 1061
Signature
C~)CJ-Q
Name Richard E. Connell, Esq.
Address 2303 Market Street
Camp Hill, PA 17011
Telephone (717)
232-8731
Capacity:
Personal Representative
x
Counsel for personal representative
~
CUMBERLAND
Register of Wills of 9-at:Jf3AtA County, Pennsylvania
INVENTORY
also known as
No. ?1-Ol-007fl9
Date of Death 8-01-01
Estate of Margaret L. Carney
I Deceased
Social Security No. 183-20-7516
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include ail
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvanra 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/We verify that the statements made in this Inventory are true and correct. I/We understand that
false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to
authorities.
Personal Representative:
Name of
Attorney:
Richard E.
21542
~cv;
Dorothy L. Forrey
1.0. No.:
Address:
2303 Market Street
Dated
~/3()k~_~___
Telephone:
Camp Hill, PA
(717) 232-8731
17011
;.--'
R
.: .....-
Description
Please See Attached
, )
Total:
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may. at the election of the personal representative, include
the value of each item, but such figures should not be extended into the total of the Inventory.
RW-8
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
21 - 01 - 00769
All real prope~ 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 wimng seller, neither being compelled to buy or 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.
Carney, Margaret L
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
155,000.00
Condominium Unit
1962 Chestnut Street
Camp Hill, PA 17011
Chestnut Court Condominium
Camp Hill, Cumberland County
Deed from Thomas R. Benyo to
Margaret L. Carney, dated July 15,1998 and recorded in
Deed Book 181, Page 647
Recorder of Deeds Office, Cumberland County
(Value as per appraisal of Lester G. Connor, MAl,
attached as Exhibit "A")
TOTAL (Also enter on Line 1, Recapitulation)
155,000.00
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN i
__ _______RESIDENT DE~_:~_=_~~____~_
ESTATE OF
Carney, Margaret L
I' FILE NUMBER
21 - 01 - 00769
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
UNIT VALUE
VALUE AT DATE OF
DEATH
10,024.00
Alabama Power Company 6.75%
CUSIP ALQ (Hybrid Preferred)
2
10000 PP&L CAP FNDG INC 7.7%
CUSIP 69349PAP4 Mat. Date 11/15/02
(plus accrued interest of 162.56)
1.02
10,362.56
3
Sun Company, Inc.
54,126.33
4
First Union National Bank
Account # 19949815 ((Brokerage)
296,890.80
A. Penna St. Hgr. Ed. Fac.
Auth
6.2% Maturation Date - 6/15/19
B. Penna St. TPK Comm. TPK REV
5.5% Maturation Date - 12/1/17
C. Mont. Cty Higher Ed & Health
5.25% Maturation Date - 10/1/17
D. Philadelphia Auth. Industrial Dev. Auth.
Penna Airport
5.125% Maturation Date - 7/1/28
E. Allegheny Co. - Port Authority
6% Maturation Date - 3/1//09
F. Bankers Trust Co.
Wilmington, Del. Act/365
6.3% Maturation Date - 2/24/14
5
Central Green S.D.
CUSIP 153560HU4
5.25%
Mat. Date 2/15/24
1.00119
25,029.75
6
Hazelton Area S.D.
CUSIP 422002CFO
5%
Mat. Date 3/1/23
.98198
24,549.50
Total of Continuation Schedule(s)
TOTAL (Also enter on line 2, Recapitulation)
452,028.80
873,011.74
.
SCHEDULE B
STOCKS & BONDS continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 01 - 00769
ESTATE OF
Carney, Margaret L
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM i
NUMBER l
_.____~-------I-- --------.----------~--~---- ---- ~-.~---.~-.--.--~.-- -
7 . West Shore Area Authority 5.7%
CUSIP 955817CN9 Mat. Date 1/1/22
DESCRIPTION
UNIT VALUE
VALUE AT DATE OF
DEATH
52,335.00
1.0467
8 Council Rock S.D. 5.4% 1.04234 31,270.20
CUSIP 222263EA9 Mat. Date 3/1/10
9 Seneca Valley S.D. 5.85% 1.0909 81,817.50
CUSIP 817207EH2 Mat. Date 2/15/20
10 Conrad Weiser Area S.D. 6.7% 1.1083 27,707.50
CUSIP 208356DT9 Mat. Date 12/5/11
11 Greater Nanticoke Area S.D. 6.7% 1.01706 40,682.40
CUSIP 392205BVl Mat. Date 3/15/18
12 County of Lancaster 5.5% 1.0339 36,186.50
CUSIP 514040ML5 Mat. Date 11/1/16
13 Exeter Twnshp, Berks County Auth. 6.2% 1.03262 41,304.80
CUSIP 302011 CC3 Mat. Date 7/15/22
14 Upper Merion Mun. Util. Auth. 6% 1.05274 26,318.50
CUSIP 915902BC3 Mat. Date 8/15/16
15 Lancaster Higher Ed. Auth. 5.5% 1. 0416 26,040.00
CUSIP 514328DH3 Mat. Date 4/15/06
16 Blainsville - Saltsburg S.D. 6.4% 1.02884 25,721.00
CUSIP 093151 DC9 Mat. Date 5/15/12
17 Hazelton Area S.D. 6% 1.05261 31,578.30
CUSIP 422002AQ8 Mat. Date 3/1/16
18 Boyertown Area S.D. 6.1% 1.03557 31,067.10
CUSIP 103405EG7 Mat. Date 3/1/15
_t
Page 2 of Schedule B
'*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Carney, Margaret L
I FILE NUMBER
21 - 01 - 00769
ESTATE OF
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
30,000.00
BANK HAPOALIM BM New York
Certificate of Deposit
Due 5/17/2019 7% CUSIP 062512AL2
2
Providian Bank - Salt Lake City, UT
Due 2/19/2005 7.25% CUSIP 74407CNJ2
25,000.00
3
Legg Mason Walker Account 363-07229
Cash Balance
10,001.61
4
Allfust
Account Number 0098124889 (Money Fund Alternative)
55,655.94
5
First Union National Bank
Account Number 1000590429475 (checking)
2,722.87
6
Firrst Union National Bank
Account Number 3059980247407 (Savings)
7,307.45
7
First Union National Bank
Account Number 19949815 (Money Market)
77,802.08
8
1992 Oldsmobile 88 Royale LS 4 door Sedan
VIN IG3H453L7NH362513
Mileage 30000
3,290.00
9
Diamond Engagement Ring
(per appraisal attached)
500.00
10
Diamond Engagement Ring
(per appraisal attached)
1,500.00
11
Miscellaneous coins from safe deposit box
(per valuation attached from D&S Coins)
85.00
12
Personal effects - furnishings
(per inventory attached less value of Items 8-10 above)
4,890.00
13
Refund from Patriot News
92.45
Total of Continuation Schedule(s)
TOTAL (Also enter on Line 5, Recapitulation)
66,860.36
285,707.76
--~~._~ ----~~--~_. ----
.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
I FILE NUMBER
21 - 01 - 00769
ESTATE OF
Carney, Margaret L
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
14
DESCRIPTION
VALUE AT DATE OF
DEATH
1,215.60
Refund from Myers Funeral Home
(prepaid funeral - unused amount)
15
Refund from Sunoco - unearned insurance premium
55.36
16
Verizon Refund on telephone service payment
8.61
17
Fulton Bank C.D. 022-0128045
6.53% (with accrued interest of $216.03)
10,890.75
18
. Refund - Insurance for Personal Property - unearned premium
I
I
31.00
19
Waypoint Bank
Account Number 410001 7798 (checking)
54,659.04
u
Page 2 of Schedule E
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
RICHARD E CONNELL ESQUIRE
2303 MARKET STREET
CAMP HILL, PA 17011
-------- fold
ESTATE INFORMATION: SSN: 183-20-7516
FILE NUMBER: 21-2001- 0769
DECEDENT NAME: CARNEY MARGARET L
DATE OF PAYMENT: 10/26/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/01/2001
NO. CD 000445
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $127,500.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$127,500.00
REMARKS: RICHARD E CONNELL ESQUIRE
CHECK# 93
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001130
DUPLICATE
RICHARD E CONNEL ESQUIRE
P 0 BOX 11 08
HARRISBURG, PA 17108-1108
-------- fold
ESTATE INFORMATION: SSN: 183-20-7516
FILE NUMBER: 2101-0769
DECEDENT NAME: CARNEY MARGARET L
DA TE OF PAYMENT: 04/30/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/01/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $26,438.66
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: DOROTHY FORNEY
C/O RICHARD E CONNELL ESQUIRE
CHECK# 66
SEAL
INITIALS: VZ
RECEIVED BY:
REGISTER OF WILLS
$26,438.66
MARY C. LEWIS
REGISTER OF WILLS
'v /7-/- ~
1#
Buf!AU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-04-2002
CARNEY
08-01-2001
21 01-0769
CUMBERLAND
101
Amount Relli tted
RICHARD E CONNELL
BALL ETAL
2303 MARKET ST
CAMP HILL
.02
t' \ 10
,.;'.1 i~ -'
~\~3 :rJ ()
~ "-
PA 11lU!I'
*'
REV-1547 EX AFP (01-02)
MARGARET
L
(1)
(2)
(3)
(4)
(S)
(6)
(7)
155~000.00
873~011.74
.00
.00
285.707.76
.00
.00
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY=is4j-ix-AFP--coi-:02i--Ncifici--oF-INHEifiTANci-YAir"A-ppRAisEMENT-;-iii-oWANCi-oi-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CARNEV MARGARET L FILE NO. 21 01-0769 ACN 101 DATE 06-04-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (IS)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
64,566.57
461.61
(11)
(12)
(13)
(14)
(9)
(10)
.00 X 00 =
220,207 .99 X 045 =
838,483.53 X 12 =
180,000.00 X 15 =
(8)
(19)=
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
1,313,719.50
li5.028 18
1,248,691.32
10,000.00
1,238,691.32
.00
9,909.35
100,618.02
27,000.00
137,527.37
TAX CREDITS:
t"AYMt.NI Kt.l;t.J.t"T {+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-26-2001 CDOO0445 6,710.53 127,500.00
04-30-2002 CDOO1130 .00 26,438.66
TOTAL TAX CREDIT 160,649.19
BALANCE OF TAX DUE 23,121.82CR
INTEREST AND PEN. .00
TOTAL DUE 23,121.82CR
. 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.)
~
P~-1470 EX (6-88)
*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Margaret L. Carney 2101-0769
REVIEWED BY ACN
John Kuchinski 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J 13-17 Changed tax rate from 15 percent to 4.5 percent since a step-child is a lineal beneficiary.
ROW
Page 1
/?-/-p
\, BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG 1 PA l11Z8-0601
RICHARD E CONNELL
BALL ETAL
2303 MARKET ST
CAMP HILL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
REY-4I5 EX AFP (01-02)
'02
,':IAY 31
P'j :50
06-04-2002
CARNEY
08-01-2001
21 01-0769
CUMBERLAND
201
MARGARET
L
Allount Relli tt.d
L., :;
PA 1 v~rliF-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE8 PA 17013
NOTE: To insure proper credit to your account8 subllit the upper portion of this forll with your tax paYlIBnt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
REY=48Y-EirAFP--foi:.-02'j-----..-NOficE--OF--OETERMINATIifti-AND-ASSESSMENY-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF CARNEY
MARGARET L FILE NO.21 01-0769
ESTATE TAX DETERMINATION
ACN 201
DATE 06-04-2002
1. Credit For State Death Taxes as Verified
471775.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
130.816.84
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
130.816.84
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE8 SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)8 YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/"; - I - c<"
\., BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
'03
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
;~'i DATE
ESTATE OF
DATE OF DEATH
JUN 30 A 7:59 FILE NUMBER
COUNTY
ACN
'*
REV-75' EX AFP (01-02>
Reu
Ref.'
06-30-2003
CARNEY
08-01-2001
21 01-0769
CUMBERLAND
202
MARGARET L
RICHARD E CONNELL
BALL ETAL
2303 MARKET ST
CAMP HILL
A..ount Re..itted
C;~n
PA 19H~'1b(;( k~
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 for.. with your tax pay..ent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~
REy:j36--EX--iFP--for:.-oz'j-----.i-Nifffc'E-o;tiiiTERMiiiifiifti-;;NO-AS-SESSMENY----------------------- - -- - --
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF CARNEY
MARGARET L FILE NO.21 01-0769
ESTATE TAX DETERMINATION
ACN 202
DATE 06-30-2003
1. Credit For State Death Taxes as Verified
45,688.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
130,816.84
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
130,816.84
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
\(,?-I- P
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-U07 EX AFP COl-02)
RICHARD E CONNELL
BALL ETAL
2303 MARKET ST
CAMP HILL
'02 JUL 26
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-08-2002
CARNEY
08-01-2001
21 01-0769
CUMBERLAND
101
MARGARET
L
: 1 8
Allount Rellitted
t.
PlCllflOll
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 ~
R'E-y-:i'6oj-ix--AFP--coi-.:ozi-------...--iNirERITANc'E-TAx--STA-fEME-NT-OF-ACCouiff--...---------------------
ESTATE OF CARNEY MARGARET L FILE NO. 21 01-0769 ACN 101 DATE 07-08-2002
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-04-2002
PR I NCI PAL TAX DU E : ...........................................................................................................................................................................................................................
137,527.37
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-26-2001 CDOO0445 6,710.53 127,500.00
04-30-2002 CDOOl130 .00 26,438.66
06-18-2002 REFUND .00 23,121.82-
TOTAL TAX CREDIT 137,527.37
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 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1,
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. )
)
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Margaret L. Carney
Date of Death: 8/1/01
Will No.: 2001-00769
Admin. No.:
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:
Yes
State whether administration of the estate is complete:
X
1.
No
2.
If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: September 1, 2003
3.
If the answer to No. 1 is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No
B. The separate Orphans' Court No. (if any) for the personal representative's account
is:
C. Did the personal representative state an account informally to the parties In
Interest? Yes ~o
D.
Copies of receipts, releases, joinders and approvals of formal or informal accounts
:~~ filed with the Clerk of the Orp~~S
Signature
Richard E. Connell, Esquire
Date:
7/8/03
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Name (Please type or print)
2303 Market Street, Camp Hill, PA 17011
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Address
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(717) 232-8731
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Telephone No.
(MAH:nnt1AM3)
Capacity:
Personal Representative
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Counsel for Personal Represent.!ll \ ~
R W. .27
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REV _1600 I" 'I- j6-00}
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IFILE NUMBER
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I 183-20-7516
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG. PA 17128-0801
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! DECEDENT'S NAME (LAST, FIRST. AND MIDDLE INITIAL)
i
I Carney, Margaret L
! DATE OF DEATH (MM-DD-YEAR) !. DATE OF BIRTH (MM-DD-YEAR)
108/01/2001 101/06/1927
I (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
I
i
._~ 1. Original Return 0 2. 'Supplemental Return
'" ~ Ul I 0 4. Limited Estate 0 4a. Future Interest Comprom'se (dale of death after
1rl g: 13 12-12-82)
1:5 ~ 9 i ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach
ll: ~ I of Will) copy ofTrust)
<( ! 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between
, 12.31.91 and 1-1-95)
[.illIS SECTION MUST BE COMPl..ETED. Al..l.. CORRESPONDENCE AND CONFIDENTIAl.. TAX INFORMATION SH0l.JLDBEDIREctelD'l'Q.:
tAME I COMPLETE MAILING ADDRESS
_ Richard E. Connell .
I=IRM NAME (If applicable)
Ball, Murren & Connell
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Un.
ElEPHONE NUMBER
717/232-8731
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate ProDertv
(Schedule G or L) , .
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
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)
21 01
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
00769
NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior to 12.13-82)
~
1
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. Eiection to tax under Sec. 9113(A) (Attach Sch 0)
2303 Market Street
Camp Hill, PA 17011
(1)
(2)
(3)
(4)
(5)
(6)
(7)
155,000.00
873,011.74
,JFF:ICip.L USr= G\iL'!
~..
None l",-'
+~
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i',
"4'"
"'"
None
285,707.76
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:
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__....___..____.__.____.___..______..___J
None
None
(8)
1,313,719.50
(9)
(10)
64,566.57
461.61
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
x .00
(11 ) 65,028.18
(12) 1,248,691.32
(13) 10,000.00
(14) 1,238,691.32
(15)
(16)
~._--------
(17) 100,618.02
(18) 60,031.17
(19) 160,649.19
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
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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. Tax Due
x .045
838,483.53 x .12
400,207.79 x .15
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
20. 0
>>. ~E SURE TO ANSVVI:R ALL QUESTIONS' ON RE\lE:RSE slbEPI~O RECHECK MATH <<
Form REV-1500 EX (Rev. 6-(0)
Copyright 2000 form software only The Lackner Group, Inc.
Decedent's Complete Address:
STREET ADDRESS
1962 Chestnut Street
CITY
Camp Hill
I STATE-~~
jZIP ]7011
i
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. CredilslPaymenls
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
160,649.19
127,500.00
--
6,710.53
Total Credits (A + B + C)
(2)
134,210.53
3. Interest/Penalty if applicable
D. Inleresl
E. Penalty
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3) 0.00
(4) --~-
(5) 26,438.66
(5A)
(58) 26,438.66
Tolallnterest/Penalty (D + E)
4. If Line 2 is greater Ihan Line 1 + Line 3, enler Ihe difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is Ihe TAX DUE.
A. Enler the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a Iransfer and:
a. relain Ihe use or income of the property Iransferred;..................................................................................
b. relain the righl to designale who shall use the property transferred or its income;....................................
c. retain a reversionary inlerest; or..................................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent Iransfer property within one year of death wilhout
receiving adequate consideration? .............. .................................. ................................ .................... ..... ..............
3. Did decedent own an "in Irust for" or payable upon death bank accounl or security at his or her death?.........
4. Did decedent own an Individual Relirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...... ......... .................. ............... ............................ ............ ............ .................
Yes No
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o ~
o ~
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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 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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
. OIJI~.'r.~'.J.
RS N.RE PONSIBLE~~~ADDRESS
301 S. 24th Street
Camp Hill, PA 17011
DATE
IA.r/n.-
( DATE'
ADDRESS
DATE
2303 Market Street
Camp Hill, P A ] 70 11
"-/ /,;/..6--/ (J :J-
For dates of death on or after July 1, 1994 and before January 1, 1995, Ihe tax rale imposed on the net value of transfers to or for the use of Ihe
surviving spouse is 3% [72 P.S. 39116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 39116 (a) (1.1) (Ii)]. The statute does not exempl a Iransfer to a surviving spouse from.tax, and the stalutory requirements for disclosure
of assets and filing a tax return are still applicable even if Ihe 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 parenl, or a stepparent of the child is 0% [72 P.S. 39116 (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. 39116
1.2) [72 P.S. 39116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of Ihe decedent's siblings is 12% [72 P.S. 39116 (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 adoplion.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
! 21-01-00769
I
Carney, Margaret L
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 wilflng seller, neither being compelled to buy or 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 Condominium Unit
1962 Chestnut Street
Camp Hill, PA 17011
DESCRIPTION
VALUE AT DATE OF
DEATH
155,000.00
.-- -.-------.-.......-------------...-.--.------.-.---1---.
Chestnut Court Condominium
Camp Hill, Cumberland County
Deed from Thomas R. Benyo to
Margaret L. Carney, dated July 15, 1998 and recorded in
Deed Book 181, Page 647
Recorder of Deeds Office, Cumberland County
(Value as per appraisal of Lester G. Connor, MAl,
attached as Exhibit "A")
TOTAL (Also enter on Line 1, Recapitulation)
155,000.00
ESTATE OF
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Carney, Margaret L
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
UNIT VALUE I VALUE AT DATE OF
I DEATH
I
I 10,024.00
I
I
1.02 [
I
i
i
I
I
I
i
I
I
I
I
I
I
I Alabama Power Company 6.75%
! CUSIP ALQ (Hybrid Preferred)
DESCRIPTION
2
10000 PP&L CAP FNDG INC 7.7%
I CUSIP 69349PAP4 Mat. Date 11/15/02
i (plus accrued interest of 162.56)
I
I
I Sun Company, Inc.
I First Union National Bank
I Account # 19949815 ((Brokerage)
i A. Penna St. Hgr. Ed. Fac.
I Auth
! 6.2% Maturation Date - 6/15/19
3
4
B. Penna St. TPK Comm. TPK REV
5.5% Maturation Date - 12/1/17
C. Mont. Cty Higher Ed & Health
5.25% Maturation Date - 10/1/17
D. Philadelphia Auth. Industrial Dev. Auth.
Penna Airport
5.125% Maturation Date - 7/1/28
E. Allegheny Co. - POlt Authority
6% Maturation Date - 3/1//09
F. Bankers Trust Co.
Wilmington, Del. Act/365
6.3% Maturation Date - 2/24/14
5
,
I
!
i
I
I
i Central Green S.D.
; CUSIP 153560HU4
I
I
I
I Hazelton Area S.D.
; CUSIP 422002CFO
5%
Mat. Date 3/1/23
5.25%
Mat. Date
2/15/24
6
i
I
I
Total of Continuation Schedule(s) I
-'-
TOTAL (Also enter on line 2, Recapitulation)
i FILE NUMBER
i 21-01-00769
i
I
I
I
I
I
I
1.001191
i
I
i
.98198 i
10,362.56
54,126.33
296,890.80
25,029.75
24,549.50
452,028.80
873,011.74
SCHEDULE B
STOCKS & BONDS continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEOENT
ESTATE OF
Carney, Margaret L
FILE NUMBER
21 - 01 - 00769
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER .
i -
7 I West Shore Area Authority 5.7%
; CUSIP 955817CN9 Mat. Date
i
!
DESCRIPTION
UNIT VALUE
I VALUE AT DATE-OF
DEATH
52,335.00
1.0467
1/1/22
8 i Council Rock S.D. 5.4% 1.04234 31,270.20
I
i CUSIP 222263EA9 Mat. Date 3/1/10
I
!
9 i Seneca Valley S.D. 5.85% 1.0909 81,817.50
I CUSIP 817207EH2 Mat. Date 2/1 5/20
10 I Conrad Weiser Area S.D. 6.7% l.l 083 27,707.50
! CUSIP 208356DT9 Mat. Date 12/5/1 1
,
I
11 I Greater Nanticoke Area S.D. 6.7% 1.01706 40,682.40
. CUSIP 392205BVl Mat. Date 3/15/18
12 I County of Lancaster 5.5% 1.0339 36,186.50
I CUSIP 514040ML5 Mat. Date 11/1/16
13 ! Exeter Twnshp, Berks County Auth. 6.2% 1.03262 41,304.80
i CUSIP 302011CC3 Mat. Date 7/15/22
i
14 I Upper Merion Mun. Uti!. Auth. 6% 1.05274 26,318.50
I
: CUSIP 915902BC3 Mat. Date 8/15/16
I I
15 I Lancaster Higher Ed. Auth. 5.5% 1.04161 26,040.00
i CUSIP 514328DH3 Mat. Date 4/15/06 i
I
16 I Blainsville - Saltsburg S.D. 6.4% 1.02884 25,721.00
I CUSIP 09315lDC9 Mat. Date 5/l5/12
I I
,
17 ! Hazelton Area S.D. 6% 1.052611 31,578.30
I
i CUSIP 422002AQ8 Mat. Date 3/1/16 I
I
! I
I
I
18 i Boyertown Area S.D. 6.1% 1.03557 ! 31,067.10
! CUSIP 103405EG7 Mat. Date 3/1/15
i
-_._----_._..._~._.~_._-_.-----_._----_._------_.__._----~.
~________------L-___
Page 2 of Schedule B
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Carney, Margaret L
I FILE NUMBER
I 21-01-00769
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
30,000.00
BANK HAPOALIM BM New York
Certificate of Deposit
Due 5/17/2019 7% CUSIP 062512AL2
2
Providian Bank - Salt Lake City, UT
Due 2/19/2005 7.25% CUSIP 74407CNJ2
25,000.00
3
Legg Mason Walker Account 363-07229
Cash Balance
10,001.61
4
Allfirst
Account Number 0098124889 (Money Fund Alternative)
55,655.94
5
First Union National Ba.1L.k:
Account Number 1000590429475 (checking)
2,722.87
6
Firrst Union National Bank
Account Number 3059980247407 (Savings)
7,307.45
7
First Union National Bank
Account Number 19949815 (Money Market)
77,802.08
8
1992 Oldsmobile 88 Royale LS 4 door Sedan
VlN IG3H453L7NH362513
Mileage 30000
3,290.00
9
Diamond Engagement Ring
(per appraisal attached)
500.00
10
Diamond Engagement Ring
(per appraisal attached)
1,500.00
11
Miscellaneous coins from safe deposit box
(per valuation attached from D&S Coins)
85.00
12
Personal effects - furnishings
(per inventory attached less value ofltems 8-10 above)
4,890.00
13
Refund from Patriot News
92.45
Total of Continuation Schedule(s)
66,860.36
TOTAL (Also enter on Line 5, Recapitulation)
285,707.76
ESTATE OF
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Carney, Margaret L
! FILE NUMBER
. 21-01-00769
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
14
15
16
17
18
19
DESCRIPTION
VALUE AT DATE OF
DEATH
1,215.60
Refund from Myers Funeral Home
(prepaid funeral - unused amount)
Refund from Sunoco - unearned insurance premium
55.36
Verizon Refund on telephone service payment
8.61
Fulton Bank C.D. 022-0128045
6.53% (with accrued interest of $216.03)
10,890.75
Refund - Insurance for Personal Property - unearned premium
31.00
i Waypoint Bank
. Account Number 4100017798 (checking)
54,659.04
i
i
I
I
I
i
I
Page 2 of Schedule E
ESTATE OF
ITEM
NUMBER
A.
B.
*'
SCHEDULEH
FUNERAL EXPENSES &
ADMINlSTRATlVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Carney, Margaret L
Debts of decedent must be reported on Schedule I.
DESCRIPTION
2
FUNERAL EXPENSES:
Costs for funeral meals, transportation reimbursements to
William C. Forrey
Cullis Memorials - engraving of stone
3
Saints Peter and Paul Cemetery - fee to permit stone carving
ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Dorothy Forrey
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 301 S. 24th Street
City Camp Hill State P A Zip 17011
Year(s) Commission paid 2002
Attorney's Fees Ball, Murren & Connell -- Richard E. Connell
2.
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
4.
City
Relationship of Claimant to Decedent
Probate Fees Register of Wills - Cumberland County
Register of Wills - Dauphin County
Zip
State
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
2
3
Other Administrative Costs
Chestnut Street Condo. Association (Jan.)
PP&L - Condo Unit
Chestnut Street Condo. Association (maintain real property)
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
I FILE NUMBER
21 - 01 - 00769
I
-t
I
i
,
I
I
I
AMOUNT
1,263.60
175.00
10.00
30,000.00
12,000.00
976.50
15.00
250.00
45.42
250.00
19,581.05
64,566.57
ESTATE OF
___1_.
*'
Schedule H
Funeral Expenses &
Administrative Costs continued
COMMONWEALTH OF PENNSYL VANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Carney, Margaret L
4
A&M Texaco - required service to car
5
6
PP&L - Condo Unit
Missy McCormick (reimbursement as per Will for shipment of
personal possessions)
Verizon (costs for real property phone)
AT&T (costs for phone service)
Verizon (costs for real property phone)
U.S. Postal Service (mailing costs)
First Union Securities - Postage to forward stocks
Chestnut Street Condo Association (dues increase - Jan)
PP&L (costs for real property electric)
PP&L (costs for real property electric)
Cumberland Law Journal
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Transportation expenses as per Will - possessions to Macungie, PA
H.B. McClure Co. - cleaning offumace and water heater
L. G. Connor Real Estate Appraisal (condo valuation)
Register of Wills Office - Cumberland County - Short Certificates
Betsy Hayman (shipping costs as per Will for personal possessions)
McClure Plumbing - Condo Bathroom
The Sentinel
Chestnut Street Condo Association (October charge)
Postage (reimbursement to Ball, Murren & Connell)
Ball, Murren & Connell (mileage)
Betty Isele (shippping expenses as per Will for personal possessions)
Chestnut Street Condo Association (Feb., March, April)
Borough of Camp Hill sewer
Photocopying (reimbursement to Ball, Murren & Connell)
Janet Lindley (shipping of possessions)
Fax (reimbursement to Ball, Murren & Connell)
Real Estate Taxes - County and Borough
28
29
30
31
32
-
.-
I FILE NUMBER
. 21-01-00769
I 102.82
!
I 74.76
I
I
I 1,000.00
1
I
i 20.36
14.12
20.05
52.30
12.05
100.00
132.95
78.53
75.00
225.64
110.00
300.00
45.00
20.90
227.90
77.63
250.00
31.20
27.95
49.00
1,050.00
60.00
76.20
460.72
9.50
697.32
Page 2 of Schedule H
ESTATE OF
*'
Schedule H
Funeral Expenses &
Administrative Costs continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Carney, Margaret L
33
Chern Dry Carpet Clean - Condo Unit
34
35
36
37
Chestnut Street Condo. Association (Nov. & Dec.)
Condo Assoc. fee reserve (May-July during pendency of sale of house)
Utility reseve (for house showing during sale pendency)
Reserve for cost of sale of condo unit
7% commission
1 % transfer tax
___~__L_~~
I FILE NUMBER
I 21-01-00769
----r-
I
I
I
i
i
I
79.15
500.00
1,050.00
150.00
12,400.00
Page 3 of Schedule H
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Carney, Margaret L
--- ---------------------------1 FILiNUM8ER
! 21-01-00769
Include unreimbursed medical expenses.
ITEM
NUMBER
1 Sunoco, Inc. -
DESCRIPTION
AMOUNT
25.55
2 AAA Financial Services
3 Susquehanna Internal Medicine
4 Holy Spirit Hospital
5 Boscovs
6 Orthopedic Institute of Pennsylvania
7 Keystone Urology
8 Quantum Imaging
9 Moffitt, Pease & Linn Associates
10 Pennsylvania Neurological Association
11 Diocese of Harrisburg - CursiIlo payment
12 Pulmonary Critical Care Med Consultants
13 West Shore Anesthesia
14 Dr. Stephanie Diamond
15 Sollenberger Colon & Rectal Surgery
53.00
15.40
284.09
14.87
4.77
1.37
6.22
11.90
11.72
10.00
9.34
4.83
4.52
4.03
_________n__________________ ___________________________ ____________
TOTAL (Also enter on Line 10, Recapitulation) 461.61
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Carney, Margaret L
FILE NUMBER
21 - 01 - 00769
"
"'
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
! Mrs. Mary Isele Vaughn
11115 S. Farmer Avenue
i Tempe, AZ 85281
I
i
I Mrs. Denise B. Hines
12008 Shasta
I Kemah, TX 77565
I Mrs. Elizabeth B. Bender
! 207 Flamingo
. Austin, TX 78734
RELATIONSHIP TO
DECEDENT
llillLllsUJ:US.lu(s)
AMOUNT OR SHARE
OF ESTATE
NUMBER
I.
niece
15,000.00
2
niece
15,000.00
mece
15,000.00
4 Mrs. Melissa B. McCormick
12016 Kingsway
: League City, TX 77573
mece
15,000.00
5 Janet E. Lindley
1748 E. Bailey Road
Naperville,IL 60565
niece
15,000.00
See Continuation Schedule(s) attached
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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Holy Spirit Adoration Sisters, Convent of Divine Love
2212 Green Street, Philadelphia, P A 19130-3 197
Sister of Christian Charity
Mendham, New Jersey 07949
5,000.00
2
5,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
10,000.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Carney, Margaret L
______________._~.____.__..._'__._'__.______.. ___. .u..____._________.__.._______....___.__.._____.___.._ ."-----. --------,,--..-.----- ---..----.....--------
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
SCHEDULE J
BENEFICIARIES continued
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
NUMBER
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
6 i Mrs. Elizabeth F. Hayman
I 7311 Boyertown Pike
I P.O. Box 144
i Ear1ville, PA 19519-0678
7 I Very Rev. William C. Forrey, Jr.
I
i 301 South 24th Street
i Camp Hill, PA 17011
8 I Mr. Robert Druding Isele
; 3412 N. 20th Street
I Arlington, V A 22207
91 I Mrs. Christina B. Davis
, 16807 Rocky Ridge
i Austin, TX 78734
I
i
10 I Mr. Thomas M. Brabant
I 611 Power Street
I League City, TX 77573
I
11 i Mrs. Kathleen B. Moore
! 15108 Flamingo Drive North
! Ausin, TX 78734
!
12 I Mrs. Mary F. Barber
clo 301 South 24th Street
i .
i Camp Hill, PA 17011
I
i
13 I Mrs. Joan T. Nicoladse
! 113 Baker Circle
i Exton, P A 19341
I
I
I
14 ! Mr. Joseph E. Carney, Jr.
! 1618 N. 81st Street
Kansas City, KS 66112-2178
i
15 i Mr. Cornelius J. Carney
i 1302 NE 149th Place
i Vancouver, WA 98684
i
16 : Mrs. Margaret Carney
i 5825 Park Oaks Drive
: Carmichael, CA 95608
I
I
I
I FILE NUMBER
, 21-01-00769
i .
i mece
I
i
I
I
i
, nephew
I nephew
i
i
I
I
\
i niece
I
I
I
I nephew
I
I
I
,
I niece
I nie"
I
I step-daughter
I
I
!
I step-son
I
,
I step-son
I
I
I surviving wife of
I
I step-son
I
I
,
i
I
_~_______________._________.___.___..".____._______L______
AMOUNT OR SHARE
OF ESTATE
16%
15,000.00
15,000.00
15,000.00
15,000.00
15,000.00
15,000.00
15,000.00
Page 2 of Schedule J
16%
16%
16%
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Carney, Margaret L
NUMBER
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
17 Mrs. Mary Manship
9745 Older Placerville Road #5
Sacremento, CA 95727
18 Mrs. Mary Elizabeth Isele
2111 Yale Avenue
Camp Hill, PA 170 II
19 Mrs. Frances Marie Brabant
P.O. Box 862
New Waverly, TX 77358
20 Mrs. Dorothy L. Forrey
301 South 24th Street
Camp Hill, PA 17011
i
I
!
1__
;
i
I
I
I
I
,
I[ FILE NUMBER
21 - 01 - 00769
RELATIONSHIP TO
DECEDENT
00 Not Ust Trustee(s)
I
i
! step-daughter
I
I
I
I sister
i
i
I
I sister
i
i
I .
I sIster
I
I
i
I
----..!-
AMOUNT OR SHARE
OF ESTATE
,
,
i
i
I
14.16%
I
i
I
11/3 of remainder
I
i
I
I
I
11/3 of remainder
1113 of remainder
I
I
I
I
i
I
I
I
I
I
Page 3 of Schedule J
, .
EXHIBIT A
APPRAISAL OF REAL PROPERTY
LOCATED AT:
1962 Chestnut Street
Deed Bo<.k 181, Page 647
Camp Hili, PA 17011
FOR:
Mrs. William C. Forrey, Executrix
301 South 24 Street. Camp Hili, PA 17011
AS OF:
August 1, 2001
Rle No. 01-310
September 1, 2001
L. G. Connor Real Estate Appraisers, Ltd.
2159 Market Street
Camp Hill, PA 17011
Mrs. William C. Forrey, Executrix
301 South 24 Street
Camp Hill, PA 17011
RE: Condo at 1962 Chestnut Street
Camp Hill, PA 17011
Dear Mrs. Forrey:
Pursuant to your request, I have prepared a SUMMARY APPRAISAL REPORT of the
above captioned property.
The accompanying report is based OD a site inspection of improvements, investigation of
the subject neighborhood area of influence, and review of sales, cost, and income data for
simlar properties.
This appraisal has been made with particular attention paid to applicable
value-influencing economic conditions and has been processed in accordance with
nationally recognized appraisal guidelines.
The retrospective market value conclusion stated herein is as of the date of death of
Margaret L. Carney on August 1, 2001, as stated in the body of the appraisal, and
contingent upon the certification and limiting conditions attached.
Please do not hesitate to contact me or any of my staff if we can be of additional service to
you.
Res"""",,,, n .
71~.t~ >f~~
Le~r ~. Connor, MAl
P A State Certified General Appraiser
SUMMARY OF SALIENT FEATURES
Subject Address 1962 Chestnut Street
Legal Description Deed Book 131, Page 647
City Camp Hili
County Cumberland
State PA
Zip Code 17011
Census Tract 3240-0104
Map Reference
Sale Price
Date of Sale
$ NA
NA
Borrower I Client
Lender
NA
NA
Size (Square Feet) 2,016
Price per Square Foot $ 0.00
location Average
Age 14 years
Condition Good
Total Rooms 5
Bedrooms 2
8aths 2
Appraiser
Date of Appraised Value
Lester G. Connor, MAl
August 1, 2001
Rnal Estimate of Value
$ 155,000
INDIVIDUAL CONDOMINIUM UNIT APPRAISAL REPORT
Unit Cl\aI"ge $ 250 per mo. X 12 - $ 3.000 per yr.
Is the project subject to ground rent? 0 Yes ~ No If yes, $
UliInies included in unit charge: 0 None 0 Heat 0 Air Conditioning
Note any fees other than regular HOA charges, for use of facilities None
Compared to other competitive projects of similar quality and design, the subject unit charge appears:
To properlv maintain the project and provide the services anticipated, the budget appears:
Management Group: 0 Home Owners' Association 0 Developer l2?J Management Agent (Identify)
Quality of management and its enforcement of Rules and Regulations based on general appearance of project appears: l2?J Adequate 0 Inadequate
Special or unusual characteristics in the Condominium Documents or other information known to the appraiser that would affect mar1<etability (If none, so state)
None known
Annual Assessment Charge per year(square feet ot lJfoss lNing area = $ 1.49
per year.
o Electricity
o Gas
l2?J Water
l2?J Sewer
COMPARABlE NO.2
1085 Pebble Court
Mechanicsbu
1.5 miles
162 612
$ 81.23 rjJ
MLS;Courthouse Records
COMPARABlE NO. 1
1081 Pebble Court
Mechanlcsbut'1
1.5 miles
$
$ NA
$ 0.00 rjJ $ 81.18
Inspection MLS;Courthouse Records
DESCRIPTION
-3 500
Baths :
$
$ 80.57
MLS;Courthouse Records
+ - $
-1 400
-1,600
+ $
8/2 sto
1st & 2nd
Avera e
2sto
Good
-1 500 14 ears
-3 000 E ual
Total Bdtms Baths:
7 : 3 : 2.5 :
2048 S . Ft.:
No basement
-2 000
+1,000
-1 ODD -2 000
-4,000
:$ 8500 +>- :$ 9900
$ 155 100
INDlCAlCD VALUE BY SALES COMPARISON APPROACH _. __ _ __. _ __ _ __ __ _ $ 155 000
INDICATED VALUE BY INCOME APPROACH (If Applicable) Estimated Market Rent $ (Mo. x Gross Rent Multiplier = $
INDICATEDVALUEBYCOSTAPPROACH (AtlachifApplicable) ___________________._______________ _ ___ ____ ___ __ _ _ $
This appraisal is made 0 "as is" 0 subject to the repairs, alterations, inspections, or conditions listed below 0 subject to completion per plans and speCifications.
Condffion 01 Anmai1\31' No warranty of the aooralsalls olven or Imolled. No lIabllltv assumed for thA drllMllrSllI ftr n-o..l'h..."I....1
Supplemental Addendum
fiLe No. 01-310
State PA
Code 17011
· CODdolPUD: Factors Tbat Affect Mluketabillty Coot'd:
SteMy ,.r~ iD<<eases aedMLSstatisties demonstrate a good demand f()r the area. Easy access to all
areas is the primary market appeaL
· Condo/PU D: Market ConditionS Co-nt'd:
with Dew tGwDhouselgarden style -condominium units being built over 'the past 3-5 years. This market
prefers -units with iRdiv-idual -oou-rtyards -or -a-ec-ess .di-r-ectly -&lito -gfitSS -areas, i.-e. towli-hooSt ,1)1' gardeD
style units. There are numerous townbouse style developments witb larger lots which are producing
strong competitio~ Few apartment style condominiums- exist. Review of sales~ shows tfIat prices ror
resale C6ooomini<<fIf <<Bits -of similar style ltave- fallen-. New constructioll of <<lIits similar to tlle .subject
are customized by -the buyer, whicllis -. mm"e -ll'P-IJeal'mg. The lsubjeet~~ 'IOOBtMy ~ -fee i!
~omparab\e to other proiects of -fuis type. 'file nmjori.ty of ~oudommiulM m the ana aTe \aseT -prl~~
and have- lower Dlonthly fea-. The- subject's- fee is not appealing- since-it is: 20% to 40%' b:igher tbalt the-
otber association fees in this market. The typical condominium BUn- sells .iu .9tl- J20 days,. wJrjJe units
. -Similar tothesubject-take-6-12 ,nmnthsto.seJL.AcOOl"dWg..to -br~St-Jhe higher :.monthly.fee-~
market appeal. Due.to the-higher fees and the -a-{tartment style Dni~ aptle81 has decreased and Ilrices
have fallen. Units priced correctly should not have difficulty selUng,.since I-story units. are limited.
Taxes appear to be above average. (Please see enclosed tax information.)
· CondolPUD: Additional Features Conttd:
-molding~ -a:nd handrails. Den, which could be a third bedroom, has pocket doors to kitchen. Kitchen 'has
ample wood cabinets, pantry, aod ceramic tile noor. LaundryJutility room with cabinets above
washer/dryer. Living. room/dining area combination with a marble hearth fireplace and glass sliding
dOQrs to balC6IIY. Large master bedroom witlI two efosets, olle of wlIidI is a walk-ill closet. Balli lIas
double bowivaltity, shower pillS tttb. P~et hots ~t1tk d~ng 'Area ft'OOi -shmrer -ana. Buemmt
pad~.in.~ with mck~ 4' 'Wide st-\}ra~ ar~a {w ~adnl'l\it.
Tbe construction quaUty is above average fer the typical condominium. Based DB majnteBanc~
condition, aDd rompariSOD to competing ~gbborhoods, the estimated .effecti".e ag.eisbe1ow tile .dual
age. . The property is well maintained and in good condition. No functional or economic tlbsolescence
noted.
· CondolPUD:Comments on Sales Comparison Conttd:
patio; lawns; new constru.ction with fu.1I basements; l-car attadted garages. Sale #3 has tower ~Gndo
fees; brick courtyard; screened porch;- 2~5 baths;' slightly' larger unit; no basement; shared 2-car
garage. Most weight applied to- Sales III and 112.
· CoodolPUD: Supplemental Certifications Cont'd:
I certify. that:
-'Tbis appraisal has. been prepared in conformity with the r-eqwr..ements of the. Code of
ProCessional Ethics and the standards oC Professional Appraisal Practice af the AppraisallltSfitute.
~ The_.use ~{ this. repor.t is suhjeet to :the requirements of_the Appraisallns.tilute relatillgto t~eview
b.y its duty auttlmimd rqlt~tat,lVa.
~es '~.'Iy" .U'
,.~[~
- ~ . -onnor~.~
PA GA-DOO.,229-L
TAXES AND ASSESSMENTS
PARCEL 01-22-536-007 A U 1962
Cu rrent Taxes: (Taxes based on current estimated market value)
Assessment: $166,520
Taxes:
County
Municipal
School
0.001992
0.002124
0.010330
0.014336
TOTAL
CURRENT TOTAL REAL ESTATE TAXES:
$166,520 x 0.014336 == $2,387.23
Common Level Ratio for Cumberland County: 100%
Value Implied by Assessment: $166,520
The common level ratio is established by the State Tax Equalization Board
each year and is used as a measure of the relationship between the assessment
and market value. The market value implied by the assessment is derived by
dividing the assessed value for the subject property by the current Common
Level Ratio. If the implied market value is substantially (usually at least 15%)
higher than the market value estimated in this report, prudent management
would seek an adjustment in the assessment. If the implied market value is
substantially lower than the market value estimated in this report, a review
should be made of any additions and/or renovations which may have been made
since the last assessment, which may prompt a reassessment if the property
were sold.
A note should be made that while the application of the Common Level
Ratio to the assessed value of the property creates a market value indication for
tax purposes, it may not be reflective of the actual market conditions which
exist at the current time period. Therefore, the indicated market value through
application of the Common Level Ratio to the assessed property value is
provided as information only and is not one confirmed or supported by your
appraiser.
OEfUUTIOI OF MARKET VALUE: The most probable 'pI1c'e 'whiclI a llfOPeI\Y sf10dd bIing in a competitive and open tnalket under all conditions
requisIte to a fair sale, the buyer .and seller,eachacting .prudelitly,1moWledgeably .and .assuming the price is mil .affected.by .undue 6tlml:llus.lmplicn mlhis
defilliti<ln is tne cQl\summanul\ U( a sale as u( a s\1tcitied date and \tie passing at title (rum seller to buyer under. cut\ditions wt\ereby: (1\ buyer and seller ate
typically motivated; (2) both parties are well Informed or weu advised, and each actill9in what he considers his own best interest: (3) a reasonable time is allowed
lor exposure in the open market; (4) payment is made in terms at cash in u.s.. dollars. or in terms. of financial arrangements comparable. tber.eto; and (5) the. plica
represents the noonal consideration for thepropllrtysold unaffected by ~ or creative fillancing Of safes concessions or vranted by a1yOOeRssociated wittI
the.sale.
.,. Adjustments 10 \he comparables fJIU5.t be malle tor ~ or ~ IinanciJlg or sales conmsims. No ~ ifi ~
for those costs which are nonna/ly paid by sellers as a result of tradillon or law in. a market area; these costs are readily identifiable
since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to 1I'le
comparable pr.operty by comparlsons to financing terms oJfered by a third party lnsfitutional lenderfhat Is not already Jnvolved In the
property or transaction. Any adjustment should not be calculated on a mechariical dollar lor dollar cost 01 the financing or concession
but the llo\tar CITlWlt at any, ~ sl'romIt appraxlmate lhe lTIaiket's rea::ltoo: kt !he !lmIldrrg or coocessions bam} an \tre;.
appraiser's [udgement.
STATEMEftT Of l1M1TING C01l0mONSA1ID APPRA1Sm,eatTWICAflOIl
COII'fntGEJtT AD UMtTIJtG COJtDRIOItS: TIle ilppfaIsefs clilfrffCillloo IIlaf appeais In me ajlpraisaJ rejlOft Is subfeCt to 1M ~
conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either the prOperty being appraised Of the title to it. The appraiser assumes that
the litIeisgood .and marketableand.theretore, will .not .render any .opinionsaboul thetille. Theprnperty lsappraised.on thebasisoHI.being.undenespoflsible
.ownership.
2. The appraiser has provided a sketch in the appraisal report to show approximate cIlmensions of the improvements and the sketch Is included onlY to assist
the reader of the report.in visualiiingthepropeity arulJJnderstandlnglhe appraisers detemiination oflts site.
3. The appraiser has eKamined ltreavaiJable IIood maps Ihal are prlWided brltre Felreral- Emergency Management Agency. (or olt1er data soon:es). and bas noted
in the appraisal report whether tile subject site is located in an identified Special Rood Hazard Area Because the appraiser is not a surv8)!Of, he Of she makes
no guarantees, express or implied, regarding this determination.
4. The appraiser will not \live testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do
so have Iteen made beforehand.
.5. The.lJPllIaiser tJas mmated !he value of !he land in 1hecost approachal its hilJhesl and best use .<lIld!he improvementsu411.UleiJ .1:OJllributor,y wille. ihese
sepc1fale valualionsof the landandimpl:ovementstmlStnolbe used in conjunction wllhanyolher .apptalsaJandareinvalld if they are so used.
a 1l1e iIppl"di5er M I1Utt!d iff ItIt appnUal- rl!Jlurt ally iidmse cundilKms ~'. ilS,. needed repairs, ~. !he: pr~ Of.liai.im ~ IvM:
substances, etc.) observed during the inspection. of the subject property. or that he or she became aware of during. the. normal. research inV.o/verl in performing_
the a.opraisal. unless otherwise stated in the lI.Opraisal reporl the lI.Opraiser has no knowledge 01 aJ1Y hidden or unilWarenf conditions of the property or
adverse.env.lrolllJJerltiiI oonditians.{inoluding file presence of hazardous wa.i;tes,taxIc substances, etc.)" 1I1ill would mlike 1I1e ","opesty more or less valuable, and
has assumed thill there are no such conditions and mal<es no guarantees or warranties, express or Implied, regarding the condition 01 the property. 1he
appraiser will [II){ be lespoosib\e 1lK any .sutb cooditloos lbIt 00 ~. or 'Of arfJ er9.r~ (l{' ltsDng. tlIll rrighl be ~ kt dlsctMf ~ Sllclt
conditions exist.. Bwause the appr.aiser is not an. 6XpM. in the 1Iam of. env.ifllnmental bazard's,. 1he apfJI'aisaI report musf not be ccnsiifered as an
environmental assessment of the property.
1. The appraiser obtained theinformalion. estimates, and opinions that were eJqlressed in the appraisal report from sources thill he or she considers to be
renable and believes them 10 De lrue and correct. The appraiser does nol assume responsibmry lor the accuracy of such items thal were furnished by other
parties.
8. The ~ will nul. rliscluse thecurAenls or ihe :apprdisal report except as provided fur in the Uniform StantI'.vDs or Pwfessitmal Awrdisal PIaclice.
g. The: appr~-er has based his or her apprarsat report and rcduation concIuskln for an- appraisal !hat is stbject to satisfactory complefion, repaifs, or
alterations on the assumption that completion of the improvements wiIf- be performed in a workmanlike- manner;
~{\ n... ~..-.r.i"", mil"''! nrrnnnr, hi!;; Ill' t- nrinr wriIlEn I2lRS1!IlI befnn! the lemiP.rJdi1'!rlf .~ ;" *'" ~ ......... _ ................. ...... ----'_.J -.. ,
.
APPRAISEFrS CERTifiCATION: The Appraiser cettjtres lWld.ees thai:
1. f have researched the subiect madIet area and have selected a n1niml.m of fhree recent sales of propetties most similar and llfUXimate to ffie subject \lfOlIel1y
forconsiUerafion m the salesCUlTlp'artson .analys15.and .tr.Nemade :adOllar :8djUslmentwhen .ilJlPlllIl1iateto .reflactthe .mmtreaction lothoseitams :01 signlficant
variation. If a significant item in aoo~arab1e flropertyis SU\l8IlOf to, Of more favOl'able than,the subject property, (have made a negative adiustment to reduce
the adjusted sales price 1>1 the comparable and, if a ~i1lcanl item. in a comparable property is inferior to;. or: less favolilbla than the subject propelty.. [ have. made
a positive adiustment to increase the adiusted sales price of the comparable.
2. I have lakan into consideralion the factors that have an impact 00 value in my development of !he estimaIe of matt.ef value in the appIlIisa{ ~ f have not
ImGwingIy .wIthheId any. SlyrilflcaritiJilOllfldliull Iromthe appmlSlilreport mdl :beIteve,tothebesttilmyimDWledge,thlit liUlSlld~HJ~fjllS n irifmmlitiun 'mthe
appraisal report arefrue andcorrecl
3. I stated in the appraisal report only my own personal, unbiased, and professional. analysis. opinions,. and conclusions,. which are subiect only to the conting.ent
and fimiting conditions specified in ffiis fOflJl.
-4.1 have no presertt or prospectiveinterest:ln the propertythatls :the sub[ecttotliis report, . and I have no present or prospective persomilinterestorbiasYiith
respect to the participants in the transaction. I did not base, erther: partialfy or completely,.. my analysis arnvor the estimafll qf m.~ vahle ill the appraisal report
on the race, color, religion, sex, handicap, familial. status, or national origin of either the prospective owners. or occupants of the subject.property Of. of tbe present
oWllers or occupants of (fie properties in (fie vicinity of tne subject properly.
5. I have-no presenter coiltefripliMd fiJIute illtefllsfin -thesUblec1 property,and neither my current or futureernployment nor my compenSation for pertormingthis
appraisal Is contingent on the appraised vafiJe. of the property.
6./wasnotrequiredtareportapredetermine<t value or <frection In GOO /hat favers the cause of the client or any relate{{ party, the amount ot the \'iIiue estimate,
lhe attainmeftl -of a specifIC result, or' lhe i)ootIIl'eftCe Qf a stfbseqtIeal evellllfl -oreer to receive ft1Y -oampensatiOlltlfld/ar emplGyment 10r :perfamling1heilpprillsill. -l
didnot.basetheappraisaJ .reportonarequestedminimuml1a!ualiOll,aspecific1tilltJalion,orthe need to approve a specific mortgage loan.
7. I performed this appraisal in ConfOfmily with the Uniform Standards of Professional AppraiSal Practice that were adopted and promulg!lted by the Appraisal
Standaids &lard at 11te ~ faut.tdatioo ood tlt8l were ia p(aceas at the 6tfective date at this appraisiW, witJrtheeKCep(iooa{thedep8tf.ur6provisiooa(.t/rose
StaOOards, .whiGh .ooesoot .apply. laGlmewleGfje-that:arl -eslimale-lIf -a rea51mal:lle time fer exposure in tbe 0JlllR malket is a ~ in the OOfinitioo.tlf .market.value
and the estimate I developedlseonstst&ntwith the marketing time .noledln the nelghborhood.s.ectionof tbis repod, unless lbaveotberwise stated in 1he
recoocilialioo section.
So I have personally inspected the- interior and exterior areas of the- subjecf property and the- exterior of all properUes lisfed as comparables in the a,oprafsaf report
1 turtherc~rtllythat 1. have. noted. lIfIY illJ.par~nt or kJ)o:ovn adyers~. ~s. HJ lhe5!Jb.ject~8!llen\6,. .on.ft!e. S!4l~.6jte.ar.a!! .any site .V#inllgft!e.lmmedlate
vicinity Ilf the SUbject .property of Which I am aware .and .have .madeililjuS1me1ils forlbese ildversecoodiliaos 10 my analySis af the property value to the extent that
I bad market evidence to support lbem. I have also COllITlfl"lled about Dle enect ol Dle adverse cordlioos. 00 Dle ~ ollht sw;:ct prgpmy.
9. [personally prepared all conclusions and opinioos abouf the real estate that were set torth in the appraisal report. If I relkld on si9l1ificant professional
assistancelrom anyinlliY.idual or individuals in the peJfonnance oltheappraisal or the preparation olthe appraisal report, 1 have named suchimfividua1(s) and
disclosed the speaitietasks .pelfarmedby ttrem in the reconciliation section oflhis appraisal reportleertlfy that any individual so named iSllUalified to ,pertonn
\he ~asks. \ have 00'1 aulholi2ea anyona w. make a change. w. any '!\em in ~ repon; 'Iher~ore. it an unaulhOfizea change is. maOe ~l.l >>Ie ilWfdisa report I YiiA ~alre
no responSibility for it.
SUPERVISORY APPRAISER'S CERTIFICATIO.: If a supeMsory appraiser signed lheappraisal.report. he or she celtilie5 <Vld agrees that
ldireclly supervise the appraiser who prepared the appraisal repon,11ave reviewed the appraisal report, agree wilhthe statements and conclusions ol.tfTe appraiser ,
agree to be bound b'l the ~~e\"~ oo1mcation<<. numbmd d, throu1}\\ 7 ablJlte. and <ll'tl~ tull ~~ fur the ~sal and 1M ~ ~ort.
ADDltESS OF PROPERTY- APPRAISED: 1962 Chestnut Street. Camp Hut:PA 17011.
~PPRA~ / 1 e
Signature: I fe..~ - A.L.A:J-'
Nilme; Le er G.-Connor, MAl'
Datil'Signed: ~1l t 7 f 2-<>0 ~
.state Certifteallon .#. GA-OOO-229-L
or State UeeAse.#.:
-SUPERVISORY.APPRAISER tcmIy-tf.ftquired):
SigIalure:
NiIrrre:'.
Date-Signew.
_ .G.ertiftcaflon#.:
.0rStatelieense#:
Slfbj,ecf Photo Page
Sublect Front
1962 Chestnut Street
'i)a\'tl;;. ?j\y? "'1\
GnJS5 !\rP,J 2,016
Iota! HODIl1-S 5
Tota! Bedrooms 2
I alai Bathrooms 2
'LIJt71\\w., JI.'1f:ng.e
View A,'ier.1ge
Site 7/3 stories
Q.\a!lly Good
Age 14 years
SUb,ect Rea,
SubJect Street
SKETCH/AREA TABLE ADDENDUM
Fila No; 0 -I -- 3 1 0
8QIIQw\lr/Clienl
Mrs. William C. Forrey, Executor
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Propert\/ Address
1962 Chestnut Street
County
Cumberland
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SINGLE FAMILY
LIMITED MULTIPLE FAMILY
liMITED MULTIPLE FAMILY AND
PROFESSIONAL OfFICE
o R.28 "RETIREMENT VILLAGE"
. R-3 OFFICE/APARTMENT
o C.1 REGIONAL SHOPPING CENfER
C-2 GEi'iEf-</I,L COjl,1MEF?C:lAL
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fIB L. 1 LIGHT INDUSTRIAL
80FiQUGH OF LEMOYNE
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TAX PARCEL NO. 01-22-0536-007A U~19~_2
co --
MADE Tl:.JE 1 e::~ day of 4~ ~ ;~~ <: ' ,
~. . J :u -:-:.) "':::J
<: in the year one thousand nine hundred ninety-ei t (1998) ~ ~~ ~:_: :;;
:;. ..: ..f
(.
BE'IWEEN
:n .-
=:3 C) ---- . -
THOMAS R. BENYO, single man, of Camp Hill, Pennsylvania, Gra&or,~: ;:;i ;.._~
- , ,
-, ,..... ;-
. ......
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AND
..:;
MARGARET L. CARNEY, single woman, of Camp Hill, Pennsylvania, Grantee,
WITNESSETH, that in consideration of ONE HUNDRED FIFTY -SEVEN THOUSAND-------u-------
- -- - - - ---- - - - - --- - --- - - - ---- - - - ---------- - -- -- ($157 , 000.00) --------- --- ----- ----- - - -- ---------------------- Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the said grantor does hereby grant
and convey to the said grantee, her heirs and assigns,
ALL THAT CERTAIN Unit in the property known named and identified in the Declaration Plan re-
ferred to below as Chestnut Court Condominium, situate in the Borough of Camp Hill, Cumber-
land County, Pennsylvania, which has been submitted to the provisions of the Uniform Condo-
minium Act of Pennsylvania, Act of 1980, July 2, P.L. 286, No. 82, as amended and supplement-
ed, 68 Pa. C.S.A. 3101, et. seq., by recording in the Office of the Recorder of Deeds of Cumber-
land County, Pennsylvania, Declaration and By-Laws, dated June 30, 1987 and recorded in \
Cumberland County Miscellaneous Book 336, Page 303. ~
BEING and designated on the Declaration Plan as Unit No. 1962, including the Limited Common
Elements as defined in section 1.3.2.(h) of the Declaration, together with an undivided interest
appurtenant to the Unit in all Common Elements (as defined in the Declaration) of 14.286%.
The Unit is municipally numbered 1962 Chestnut Court, Chestnut Street, Camp Hill, Pennsyl-
vania 17011.
UNDER AND SUBJECT to certain rights of way of record.
TOGETHER with the benefit of and under and subject to the terms, covenants and conditions
containing Declaration, Declaration Plan and By-Laws as aforesaid.
TOGETHER with the rights of ingress to and egress from said property and the right to use, for
all proper purposes, in common with all other occupants from time to time of Chestnut Court
Condominium, all portions of the project designated as Common Elements by the Declaration or
by statute.
600K i81 PACE 647
..
TOGETHER with the right of ingress, egress, and regress over and through the driveway from
Chestnut Street in front of Chestnut Court Condominiums at 1950 Chestnut Court, Chestnut
Street, Camp Hill, in common with the owners and occupiers of such other Condominium unit
owners, their invitees, guests and licensees.
BEING THE SAME PREMISES which Martha Hurwitz, widow, also known as Martha L. Hurwitz,
by her Attorney in Fact Robert M. Hurwitz, pursuant to a Power of Attorney dated February
28,1985 and recorded March 30. 1992 in Cumberland County Miscellaneous Book 415, Page
26, by Deed dated April 2, 1992 and recorded April 6, 1992 in the Office of the Recorder of
Deeds in and for Cumberland County in Deed Book P, Volume 35, Page 325, granted and
conveyed unto Thomas R. Benyo, single man, Grantor herein.
(1
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REGISTERED BY THE
e':;fW'UGH OF CAMP HI
19
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@~1 ;:~-i
Jewelry Appraisal
Japanese Cultured Pearls
Tahitian Pearls
~.~~. f)~.?0IVtUf.&~
&4t4te~~L. ~
SOl StUtti 2~ S(1rat ~ ';/lilt. '1'.4 17011
email:
srfotos@ix.netcom.com
visit us on the web at:
www.higashipearls.com
APPRAISAL
Description of items:
. Diamond engagement ring -
Diamond specifications:
Total carat weight: 1.40
Color: J-K
Cut: Round- European cut
Clarity: 1-2
Setting: 14k yellow gold
Replacement cost: $500.00
. Dia,mond engagement ring-
Diamond specifications:
Total carat weight: 1.46
Color: K-L
Cut: Round brilliant
Clarity: 1-1
Setting: 14k yellow gold
Replacement cost: $1,500.00
Susan Fotos
~/F&-
President
Higashi Pearls and Fine Jewelry
September 27, 2001
t+~CJ:~$-~~
860 State Street.. Lemoyne, PA 17043 III business office 717.795.11679 retail shop 717.730.9494 ~ fax 717.791.9934
.
Japanese Cultured Pearls
Tahitian Pearls
APPRAISAL
ernail:
srfotos@ix.netcorn.com
visit us on the web at
www.higashipearls.com
P~ IM?/t1z4, "!)~ 7~, &~
&df4te t4 ~,.f, ~
301 StUtd 2~ StJeeet ~ -atift, P,4 17011
Description of items:
· Diamond engagement ring -
Diamond specifications:
Total carat weight: 1.40
Color: J-K
Cut: Round- European cut
Clarity: 1-2
Setting: 14k yellow gold
Replacement cost: $500.00
· Diamond engagement ring-
Diamond specifications:
Total carat weight: 1.46
Color: K-L
Cut: Round brilliant
Clarity: I-I
Setting: 14k yellow gold
Replacement cost: $1,500.00
Susan Fotos
~etJ-
President
Higashi Pearls and Fine Jewelry
September 27, 2001
tt~~~>~~ .
860 State Street e Lemoyne, PA 17043 · business office 717.795.1167 . retail shop 717.730.9494. fax 717.791.9934
Coin Appraisal
D &: S COINS
224 FOURTH STREET
NEW CUMBERLAND, PA. 17070
(717) 774-4182
Customer's
Order No.
J 0 /10
,
DATE
SOLD TO
ADDRESS
SALESMAN
d(
~-
TERMS
CASH CHARGE C.O.D. PAID OUT RETD. MDSE. RECD. ON ACCT.
QUAN.
DESCRIPTION
PRICE
ALL Claims and Aeturne
AMOUNT
~~.
m nied By This Bill
SIGNATURE
Personal Effects
,
...
PERSONAL EFFECTS OF MARGARET L. CARNEY
10/10/01
1962 Chestnut Court
Camp Hill, PA17011
INVENTORY
I FURNITURE
A. Hallway
1. China/Glass Server.................$175.00
B. Family Room
1. Pine Hutch.........................$150.00
2. De 5 k. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 1 45 . 00
3. Lazyboy Chair.......................$50.00
4. Plaid Wingback Casual Chair.........$50.00
5. Wooden Captain's Chairs (2)........$150.00
6. TV.................................. $ 5 0 . 0 0
7. Floor Lamp..........................$35.00
8. De s k Lamp........................... $ 25 . 00
9. Wall Clock..........................$50.00
10. Tile Brabant Table.................$75.00
C. Kitchen
1. Formica Drop-leaf Table.............$25.00
2. Wooden Chairs (2)...................$50.00
3. Kitchenware........................$150.00
D. Guest Bedroom
1. Maple Bed Head Boards (2)...........$40.00
2. Mattresses & Boxsprings.............$50.00
3. Small Bed Table.....................$40.00
4. Chest of Drawers - small............$50.00
5. Chest of Drawers & Mirror..........$150.00
E. Dining Room Area
1. Dining Room Table & 6 Chairs.......$400.00
2. Buffet and Mirror..................$250.00
3. Small Chest........................$125.00
F. Living Room Area
1. Table Lamps (3)....................$225.00
2. Coffee Table........................$75.00
3 . Sofa............................... $ 200.00
4. TV Console......................... $25.00
5. End Table (Octagonal).............. $50.00
6. End Table (Drop Leaf)...............$75.00
7. Fischer Piano (#188899)............$300.00
8. Swivel Rocker.......................$25.00
9. Wingback Chair......................$75.00
10. Glass Flower Cart..................$20.00
11. Tile Plant Tables (2)..............$30.00
12. Oval Pedestal Table................$40.00
...
INVENTORY
G. Master Bedroom
1. King-size Bed with Mattress
2. Night Tables (2)
3. Chest of Drawers
4. Bureau with Mirror................$1200.00
5. Upholstered Chair & stool (small)...$50.00
6. Small Wooden Chair..................$25.00
7. Wooden Chair with Carved Back......$100.00
8. Blanket Rack........................$25.00
9. Bedroom High Back Chair with a
Needlepoint Seat....................$65.00
Furniture Sub-total...............$4890.00
II Automobile
1. 1992 Oldsmobile...................$3290.00
III Jewelry
1. Diamond Ring...................... $500.00
2. Diamond Ring......................$1500.00
3. Flatware -Community Silver Plate... $50.00
Jewelry Sub-total.................$2050.00
IV Coins...................................... $ 8 5.00
GRAND TOTAL= .........$10,315.00
First Four Pages of the
Federal Estate Tax Return
Form 706
United States Estate (and Generation-Skipping
Transfer) Tax Return
(Rev. November 2001)
Estate of a citizen or resident of the United States (see separate instructions).
To be filed for decedents dying after December 31, 2000, and before January 1, 2002.
For Paperwork Reduction Act Notice, see page 25 of the separate instructions.
Department of the Treasury
Internal Revenue Service
...
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ell
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ell
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10
1a
Decedent's first name and middle initial (and maiden name, if any)
Margaret L.
1b Decedent's last name
Carney
3b
2 Decedent's Social Security No,
1R3 : 20 : 7516
. ,
Legal residence (domicile) at time of death (county, state, and
ZI P code. or foreign country)
1
6b Executor's address (number and street including apartment or suite no. or rural
route; city, town, or post office: state: and ZIP code)
Name of executor (see page 4 of th instructions)
Dorothy L. Forrey
Executor's SOCial security number (see page 4 of the instructions)
138 ! 24 5532
Name and iocation of court where will was probated or estate administered
301 South 24th Street
Ca~ Hill PA 17011
9 Total gift tax payable with respect to gifts made by the decedent after December 31, 1976. Include gift
5 taxes by the decedent's spouse for such spouse's share of split gifts (section 2513) only if the decedent
'g was the donor of these gifts and they are includible in the decedent's gross estate (see instructions)
:i 10 Gross estate tax (subtract line 9 from line B)
a.
E 11 Maximum unified credit (applicable credit amount) against estate tax .. 11
o
U 12 Adjustment to unified credit (applicable credit amount), (This adjustment
~ may not exceed $6,000. See page 4 of the instructions,) . 12
I 13 Allowable unified credit (applicable credit amount) (subtract line 12 from line 11).
N
1:: 14 Subtract line 13 from line 10 (but do not enter less than zero) .
~ 15 Credit for state death taxes, Do not enter more than line 14, Figure the credit by using the amount on
line 3 less $60,000, See Table B in the instructions and attach credit evidence (see instructions)
16 Subtract line 15 from line 14 .
17 Credit for Federal gift taxes on pre-1977 gifts (section 2012) (attach computation)
18 Credit for foreign death taxes (from Schedule(s) P). (Attach Form(s) 706-CE,)
19 Credit for tax on prior transfers (from Schedule Q).
20 Total (add lines 17, 1 B, and 19)
21 Net estate tax (subtract line 20 from line 16)
22 Generation-skipping transfer taxes (from Schedule R, Part 2, line 10)
23 Total transfer taxes (add lines 21 and 22)
24 Prior payments. Explain in an attached statement.
25 United States Treasury bonds redeemed in payment of estate tax
26 Total (add lines 24 and 25). 26
27 Balance due (or over a ment) (subtract line 26 from line 23). 27
Under penalties of perjury, I declare 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 D clar on of preparer other than the executor is based on all information of which pre parer has any knowledge.
. ~/~.5-loL
Date I
Cumberland Count Oruhan's Court C r1is1e PA
If decedent died testate, check here ~ IXI and attach a certified copy of the will. 9
If Schedule R-1 is attached, check here ~ 0
1 Total gross estate less exclusion (from Part 5, Recapitulation, page 3, item 12)
2 Total allowable deductions (from Part 5, Recapitulation, page 3, item 23) .
3 Taxable estate (subtract line 2 from line 1) .
4 Adjusted taxable gifts (total taxable gifts (within the meaning of section 2503) made by the decedent
after December 31, 1976, other than gifts that are includible in decedent's gross estate (section 2001 (b)))
5 Add lines 3 and 4
6 Tentative tax on the amount on line 5 from Table A on page 12 of the instructions
7a If line 5 exceeds $10,000,000, enter the lesser of line 5 or $17,1B4,000. If
line 5 is $10,000,000 or less, skip lines 7a and 7b and enter -0- on line 7c.. 7a
b Subtract $10,000,000 from line 7a 7b
cEnter 5% (,05) of line 7b
8 Total tentative tax (add lines 6 and 7c)
17
18
19
24
25
;;.163
U€f S=t . C~
Address (and ZIP code
II)/!}/.( v -V 12~-I{):J.
Date .
Cat. No. 20548R
OMB No. 1545-0015
769
1
2
3
4
5
6
7c
8
9
10
13
14
220,550 00
223,748 94
15
16
20
21
22
23
Form 706 (Rev. 11-01)
Estate of: Margaret L. Carney
Part 3-Elections by the Executor
Please check the "Yes" or "No" box for each question. (See instructions beginning on page 5.) Yes No
1 Do you elect alternate valuation? 1 X
2 Do you elect special use valuation? y,'
If "Yes," you must complete and attach Schedule A-1. 2
3 Do you elect to pay the taxes in installments as described in section 6166? Y
If "Yes," you must attach the additional information described on page 8 of the instructions. 3
4 Do you elect to postpone the part of the taxes attributable to a reversionary or remainder interest as described in
section 6163? . 4 X
Part 4-General Information (Note: Please attach the necessary supplemental documents. You must attach the death certificate.)
(See instructions on page 9.)
Authorization to receive confidential tax information under Regs. sec. 601.504(b)(2)(i); to act as the estate's representative before the IRS; and to make
written or oral presentations on behalf of the estate if return prepared by an attorney, accountant, or enrolled agent for the executor:
Address (number, street and room or suite no., city, state, and ZIP code)
Connell 2303 Market St., Camp Hill, PA 17011
certified public accountant! 0 enrolled agent (you must check the applicable box) for the executor and prepared
suspensi or disbarment from practice before the Internal Revenue Service and am qualified to practice in
CAF number
Telephone number
232-8731
1 ./~D.,eQtb };.ertificRt~ number and issuing authority (attach a copy of the death certificate to this return).
1tl' /bZOO~4 Ann TarsaVage _. Local Registrar Bureau of Vital Records
2 Decedent's business or occupation. If retired, check here ~ 5a and state decedent's former business or occupation.
executive secretary
3 Marital status of the decedent at time of death:
o Married h .
I>l!. . N SSN dd fd h fd d ~ Josep E. Carney, Sr.
L.:.S Widow or wldower- ame, ,an ate 0 eat 0 ecea~. ~OU1! r6-3::0S.:.-992T----nOn-:mz;:Y6T97--m.....-
o Single
o Legally separated
o Divorced-Date divorce decree became final ~
4a Surviving spouse's name 4b Social security number
4c Amount received (see page 9 of the instructions)
5 Individuals (other than the surviving spouse), trusts, or other estates who receive benefits from the estate (do not include charitable beneficiaries
shown in Schedule 0) (see instructions). For Privacy Act Notice (applicable to individual beneficiaries only), see the Instructions for Form 1040.
Very
Name of individual, trust, or estate receiving $5,000 or more Identifying number Relationship to decedent Amount (see instructions)
M~s.\ MaxY' {sele. Va,ughn niece $15 :jOOO.., 00
M~s.. Denise B.. Hines niece $15, OOO~. 00
Mrs., ElizaDeth B.. Bender niece $15,000,00
Mrs. Melissa.B. McCormi.ck niece $15;000.00
M~s. Janet E.., Lindley niece $15,000.00
M~s.. Elizabeth. F. Hayman , . ni'ece~ $15,000,00
Rev.. Will tam C" . Forrey, Jr., nephew $15,000.00
Mr, Robert Druding I s'e-.1 e. nephew $15,000.00
Mrs. " Christina B., Davis niece $15,000..00
Mr.. Thomas M., Brabant nephew $15.,000.00
Mrs. Ka.thleen B. Moore " niece $15 ~OOO. 00
All unascertainable beneficiaries and those who receive less than $5,000 . ~
Total -
Please check the "Yes" or "No" box for each question. Yes No
6 Does the gross estate contain any section 2044 property (qualified terminable Interest property (QTIP) from a prior gift or
estate) (see paqe 9 of the instructions)? X
..
(continued on next page)
Page 2
CONTINUATION FROM PART 4, NUMBER 5
(LIST OF BENEFICIARIES)
Form 706 (Rev. 11-01)
Part 4-General Information (continued)
Please check the "Yes" or "No" box for each question. Yes No
7a Have Federal gift tax returns ever been filed? . " .. v-
If "Yes," Dlease attach co Dies of the returns, if available, and furnish the followino information:
7b Period(s) covered 17C Internal Revenue officers) where filed
If you answer "Yes" to any of questions 8-16. you must attach additional information as described in the instructions.
8a Was there any insurance on the decedent's life that is not included on the return as part of the gross estate? _ - :x:
b Did the decedent own any insurance on the life of another that is not included in the gross estate? .. X
9 Did the decedent at the time of death own any property as a joint tenant with right of survivorship in which (a) one or more
of the other joint tenants was someone other than the decedent's spouse. and (b) less than the full value of the property is X
included on the return as part of the gross estate? If "Yes," you must complete and attach Schedule E . ..
10 Did the decedent. at the time of death, own any interest in a partnership or unincorporated business or any stock in an inactive
or closely held corporation? .. X
11 Did the decedent make any transfer described in section 2035, 2036, 2037, or 2038 (see the instructions for Schedule G
beqinninq on paqe 11 of the separate instructions)? If "Yes," YOU must complete and attach Schedule G .. X
12 Were there in existence at the time of the decedent's death:
a Any trusts created by the decedent during his or her lifetime? .. X
b Any trusts not created by the decedent under which the decedent possessed any power. beneficial interest, or trusteeship? x
13 Did the decedent ever possess, exercise, or release any aeneral power of appointment? If "Yes," you must complete and attach Schedule H y
14 Was the marital deduction computed under the transitional rule of Public Law 97-34, section 403(e)(3) (Economic Recovery Tax Act of 1981)?
If "Yes," attach a separate computation of the marital deduction, enter the amount on item 20 of the Recapitulation, and note
on item 20 "computation attached."
15 Was the decedent. immediately before death, receiving an annuity described in the "General" paragraph of the instructions
for Schedule I? If "Yes," you must complete and attach Schedule I . X
16 Was the decedent ever the beneficiary of a trust for which a deduction was claimed by the estate of a pre-deceased spouse
under section 2056Ib)(7) and which is not reported on this return? If "Yes," attach an explanation. .. X
Part 5-Recapitulation
Item
number
Gross estate
Alternate value
Value at date of death
1
2
3
4
5
6
7
8
9
10
11
12
Schedule A-Real Estate .
Schedule B-Stocks and Bonds.
Schedule C-Mortgages, Notes, and Cash
Schedule D-Insurance on the Decedent's Life (attach Form(s) 712)
Schedule E-Jointly Owned Property (attach Form(s) 712 for life insurance) .
Schedule F-Other Miscellaneous Property (attach Form(s) 712 for life insurance)
Schedule G- Transfers During Decedent's Life (att. Form(s) 712 for life insurance)
Schedule H-Powers of Appointment .
Schedule I-Annuities .
Total gross estate (add items 1 through 9).
Schedule U-Qualified Conservation Easement Exclusion
Total gross estate less exclusion (subtract item 11 from item 10), Enter here
and on line 1 of Part 2- Tax Computation.
1
2
3
4
5
6
7
8
9
10
11
12
Item
number
Deductions
Amount
13
14
15
16
17
18
19
20
21
22
23 73,478 18
13
14
15
16
17
18
19
20
21
22
Schedule J-Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims
Schedule K-Debts of the Decedent
Schedule K-Mortgages and Liens .
Total of items 13 through 15 .
Allowable amount of deductions from item 16 (see the instructions for item 17 of the Recapitulation)
Schedule L-Net Losses During Administration .
Schedule L-Expenses Incurred in Administering Property Not Subject to Claims
Schedule M-Bequests. etc., to Surviving Spouse
Schedule a-Charitable, Public, and Similar Gifts and Bequests .
Schedule T -Qualified Famil -Owned Business Interest Deduction
23
Total allowable deductions (add items 17 through 22). Enter here and on line 2 of the Tax Computation
Page 3
. .
Will
LAST WILL AND TESTAMENT
OF
MARGARETL.CARNEY
KNOW ALL MEN BY THESE PRESENTS, that I, MARGARET L. CARNEY,
presently residing at 3610 Logan Court, Hampden Township, Cumberland County,
Pennsylvania, do hereby make, declare, and publish this as my Last Will and
Testament, hereby revoking all former wills and codicils heretofore made by me at
any time.
PAYMENT OF EXPENSES
I. Payment of Expenses. I direct that my Executrix, hereinafter named,
shall have the power, but not the duty, to pay all my just debts, expenses of my last
illness, and funeral expenses from my estate as soon after my death as shall be
found convenient.
GIFTS
II. General Bequests.
(a) I bequeath the sum of Twelve Thousand ($12,000.00) Dollars each to my
nieces and nephews named below:
MARY ISELE VAUGHN
DENISE B. HINES
ELIZABETH B. BENDER
MELISSAB. McCORMICK
JANET F. LINDLEY
ELIZABETH F. HAYMAN
ROBERT DRUDING ISELE
CHRISTINA B. DAVIS
THOMAS M. BRABANT
KATHLEEN B. MOORE
MARY F. BARBER
-wILLIAIvI C. FORREY, JR.
If my nephew, WILLIAM C. FORREY, JR., predeceases me, his share shall
pass to the Bishop Joseph T. Daley Seminarian Fund, 4800 Union Deposit Road,
I:Iarrisburg, P A 17105. If any of my other aforementioned nieces and nephews
'predecease me, his or her share shall be paid to his or her surviving children (to
include adopted child), in equal shares, per stirpes, but in default thereof the gift to
the predeceased niece or nephew shall be distributed equally among those nieces
and nephews who survive me.
7J}?~1~ C{~
~ 1 ~
(b) I bequeath the sum of Five Thousand ($5,000.00) Dollars to the Holy
Spirit Adoration Sisters, Convent of Divine Love, 2212 Green Street, Philadelphia,
PA 19130-3197.
(c) I bequeath the sum of Five thousand ($5,000.00) Dollars to the "FOCUS
Endowment Fund, the Most Reverend Nicholas C. Dattilo, Bishop of Harrisburg
and his successors in office in trust for the Roman Catholic Diocese of Harrisburg"
Pennsylvania.
(d) I bequeath the sum of Five Thousand ($5,000.00) Dollars to the Sisters of
Christian Charity, Mendham, New Jersey for the good of the religious community
and in gratefulness for the pastoral care offered to my late husband at Holy Spirit
Hospital.
III. Personal and Household Effects: a. I bequeath to the children of my
late husband, JOSEPH E. CARNEY, a grandfather clock, which clock was made in
Germany and had been in the Carney family prior to my marriage to Joseph E.
Carney, provided, however, that the clock must be accepted by the said children of
my late husband within thirty (30) days of notice to them of this gift, but in default
of such acceptance, the clock shall be added to and made a part of the property
distributed under Paragraph III. b. of this Will. Acceptance as referenced in this
sub-paragraph, shall mean physical receipt of the clock by any of the beneficiaries
(children of Joseph E. Carney) through arrangements made with the Executrix for
removal of the clock. Delivery of the clock by the Executrix to any beneficiary, the
agent, servant or employee of any of the beneficiaries shall constitute full
satisfaction of this gift. Any expense for packing, shipping, insuring or delivery of
such clock shall not be paid by the Estate.
b. I bequeath my automobiles, household and personal effects and other
tangible personalty of like nature (not including cash or securities), together with
any existing insurance thereon, to such of my sisters, MARY L. ISELE, MARIE L.
BRABANT and DOROTHY L. FORREY, as are living on the thirty-first day after
my death, to be divided among them as they shall agree, but in case of
disagreement among my sisters, the Executrix is authorized to make the division in
as nearly equal shares as practical. Any property not so divided shall be sold and
the proceeds thereof distributed among my sisters in such amounts as to ass ure
equal distribution among them of the value of personal property received by each,
plus proceeds from the sale of personal property.
I direct that the expense of packing, shipping, insuring and delivering any
such property to a beneficiary entitled thereto under this Paragraph III. b., shall be
paid by the Executrix as an administrative expense of my estate.
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IV. Residuarv Estate.
A. I give, devise and bequeath the rest, residue and remainder of my estate,
whether real, personal or mixed, and of any nature whatsoever and wherever
situated as follows:
1. a. If my net estate, after payment of all death, estate and inheritance
taxes, funeral expenses and costs of administration is One Million
($1,000,000.) Dollars or more, I give the sum of Thirty-Five Thousand
($35,000.) Dollars to each of my husband's children, JOAN T. NICOLADSE,
JOSEPH E. CARNEY, JR., CORNELIUS J. CARNEY, DAVID P. CARNEY
AND MARY R. MANSHIP, who survive me by thirty (30) days. If any of the
children of my husband do not survive me by thirty days, I direct that the
share which would have passed to the deceased individual, shall be divided
equally among the other children of my husband who survive me by thirty
days.
b. If my net estate, after payment of all death, estate and inheritance
taxes, funeral expenses and costs of administration is less than One Million
($1,000,000.) Dollars, I give to each of my husband's children, JOAN T.
NICOLADSE, JOSEPH E. CARNEY, JR., CORNELIUS J. CARNEY, DAVID
P. CARNEY and MARY R. MANSHIP, who survive me by thirty (30) days,
4.16% of the net value of my estate as above described and after allowing for
payment in full of the general bequests provided in Paragraph Il(a), (b), (c)
and (d) of this Will. If any of the children of my husband do not survive me
by thirty days, I direct that the share which would have passed to the
deceased individual shall be divided equally among the other children of my
husband who survive me by thirty days.
2. The rest, residue and remainder of my estate in equal shares, to my
sisters, MARY L. ISELE, MARIE L. BRABANT and DOROTHY L. FORREY, who
survive me by thirty (30) days. If any of my sisters does not so survive me, I. devise
and bequeath the share of such sister, in equal shares to those of her children who
survive her by thirty (30) days.
V. Powers of Appointment. No provision of this Will shall exercise any
power of appointment I may have.
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FIDUCIARIES
VI. Executrix. I hereby nominate, constitute and appoint my sister,
DOROTHY L. FORREY, as Executrix of this my Last Will and Testament. In the
event that my above-named sister should predecease me, or be unable or unwilling
to serve, I appoint my nephew, WILLIAM C. FORREY, JR., as Executor. Ifmy
nephew is unable or unwilling to serve, or predeceases me, I appoint my brother-in-
law, WILLIAM C. FORREY, SR., as Executor.
ADMINISTRATIVE PROVISIONS
VII. No Bond/Compensation. No Executrix or Executor appointed hereunder
shall be required to post bond or other security in any jurisdiction. Any fiduciary
acting hereunder shall be entitled to reasonable compensation.
VIII. Management Provisions. My Executrix shall have, in addition to the
powers and authority conferred upon her by law, the following additional powers
and authority:
A. SelllLease: To sell at public or private sale, exchange, lease, mortgage or
pledge any property, real or personal, at any time constituting a portion of my
estate, and upon such terms and conditions as the Executrix shall deem wise.
B. Invest: To invest any money at any time in such bonds, stocks, notes, real
estate, mortgages, life insurance, annuities or other securities, or such property,
real or personal, as Executrix shall deem wise, without being limited by any statute
or rule of law regarding investments by an Executrix.
C. Retain: To retain, without incurring any liability, as investments, any
property owned by me at the time of my death, as long as she deems it wise, and
even though such property is not the kind of property an Executrix would purchase
as an investment; and even though to retain such property might violate sound
diversification principles.
D. Title to Property: To cause any security or other property which may at
any time constitute a portion of my estate to be issued, held or registered in the
Executrix's own name, or in the name of a nominee, or in such form that title will
pass by delivery.
E. Expenses of Estate: To pay all costs, taxes, charges and expenses in
connection with the administration of my estate.
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F. Allocate: To determine what is "Income" and what is "Principal"
hereunder, and her decision thereon shall be final; and to purchase securities at a
premium or discount, and to apply or charge said premium or discount against
income or principal as the Executrix may determine.
G. Borrow: To borrow money from any person, firm or corporation, for the
purpose of protecting and preserving or improving my estate hereunder; to execute
promissory notes or other obligations for amounts so borrowed.
H. Emplov: To employ legal counsel, accountants, brokers, investment
advisors, custodians, managers and other agents and employees and to pay them
reasonable compensation out of the funds held hereunder to which said
compensation is attributable.
I. Other: To do all other acts in the Executrix's judgment necessary or
desirable for the proper and advantageous management, investment and
distribution of my estate.
IX. Protective Provision: To the greatest extent permitted by law, before
actual payment to a beneficiary no interest in income or principal shall be (i)
assignable to a beneficiary or (ii) available to anyone having a claim against a
beneficiary.
X. Death Taxes: I direct that all transfer and inheritance taxes, state or
federal, assessed because of my death, whether the funds, property or insurance
proceeds to which such taxes are attributable pass under this will or not, shall be
paid out of my residuary estate; that my Executrix pay, or provide for payment of
all such taxes at such time, or times, and in such manner as my Executrix deems
best.
XI. Tax Options. I authorize my Executrix to exercise any options available
in determining and paying death taxes in my estate.
XII. Intent. Any person adopted by a child of my late husband, Joseph E.
Carney, shall not for this Will be considered as a child of my late husband's
children.
IN WITNESS WHEREOF, I, MARGARET L. CARNEY, the Testatrix of this,
my Last Will and Testament, typewritten on six (6) sheets of paper which I have
identi~e_d at the bott~Ch page by my signature, hereunto set my hand and
seal thIS d day of / ' 1997. .~)
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MARGARET ~. CARNE
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The preceding instrument consisting of this and five (5) other typewritten
pages, each identified by the signature of the Testatrix, :MARGARET L. CARNEY,
was on this day and date thereof signed, published and declared by, MARGARET L.
CARNEY, the Testatrix therein named, as and for her Last Will, in the presence of
us who, at her request, in her presence, and in the presence of each other have
subscribed our names as witnesses.
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
I, MARGARET L. CARNEY, Testatrix whose name is signed to the attached
or foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that I
signed it willingly; and that I signed it as my free and voluntary act for the
purposes therein expressed.
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I ~GARET L. CARNEY
Sworn or affirmed to and acknowledged before me, by MARGARET L.
CARNEY, the Testatrix, this II!!. day of CjuP.- , 1997.
(SEAL)
t CZ a~,~".;L
otary ubhc
NOTARiAL SEAL
GLORIA J. COPPERSMITH, ~otarY Public
City of Harrisburgh. Dauphin Cclunty
My Commission Ex ires June 21, 1999
.1
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
VVe, Gloria A. Cuddington , Nancy L. Loper , and
Ri chard E. Connell , the witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose
and say that we were present and saw Testatrix sign and execute the instrument as
her Last VVill; that she signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and
sight of the Testatrix signed the VVill as witnesses; and that to the best of our
knowledge Testatrix was at that time eighteen or more years of age, of sound mind
and under no constraint or influence.
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Sworn and
A. CuddinCJton
witnesses, this 2nd
affirmed to and subscribed to before me by Glori a
, Nancy L. Loper and Richard E. Connell
day of June , 1997.
(SEAL)
otary
NOTARIAL SEAL.
GLORIA J. COPPERSMITH, Notary Public
j; CJty of HarrlsbLrrgh. Dauphin Ccunty
,;,. My Commission Ex ires June 21. 1999
CODICIL TO THE WILL
OF
MARGARETL.CARNEY
I, MARGARET L. CARNEY, having made my Last Will and Testament
date June 2, 1997 do hereby make, publish and declare this to be the sole Codicil to
my said Last Will and Testament.
1. I hereby amend Paragraph Il(a) of my Last Will and Testament by
deleting "Twelve Thousand ($12,000)" and inserting in its stead: FIFTEEN
THOUSAND ($15,000).
II. I hereby revoke Paragraph II (c) of my Last Will and Testament since I
have otherwise provided a gift to the Diocese of Harrisburg by means of an annuity
purchase.
III. I hereby revoke Paragraph III. a. of my Last Will and Testament since I
have disposed of the clock during my lifetime by giving it to a daughter of my late
husband.
IV. I hereby amend Paragraph IV. parts 1.a. and l.b. by deleting the
language set forth therein and providing in their stead as follows:
l.a. If my net estate, after payment of all death, estate and inheritance taxes,
funeral expenses and costs of administration is One Million ($1,000,000.00)
Dollars or more, I give the sum of Thirty-Five Thousand {$35,000.00)
Dollars each to the following children of my late husband, JOAN T.
NICOLADSE, JOSEPH E. CARNEY, JR., CORNELIUS J. CARNEY, and
MARY R. MANSHIP, AND MARGARET A. CARNEY (surviving spouse of
DAVID P. CARNEY), who survive me by thirty (30) days. If any of named
beneficiaries in this subparagraph do not survive me by thirty days, I direct
that the share which would have passed to the deceased individual, shall be
divided equally among the other beneficiaries named in this subsection who
survive me by thirty days.
b. If my net estate, after payment of all death, estate and inheritance
taxes, funeral expenses and costs of administration is less that One Million
($1,000,000.00) Dollars, I give to each of the following children of my late
husband, JOAN T. NICOLADSE, JOSEPH E. CARNEY, JR., CORNELIUS
J. CARNEY, and MARY R. MANSHIP, AND MARGARET A. CARNEY
(surviving spouse of DAVID P. CARNEY), who survive me by (30) days,
4.16% of the net value of my estate as above described and after allowing
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for payment in full of the general bequests provided in Paragraph II(a), (b),
and (d) of this Will.' If any of the named beneficiaries in this subparagraph
do not survive me by thirty days, I direct that the share which would have
passed to the deceased individual shall be divided equally among the other
beneficiaries in this subsection who survive me by thirty days.
V. In all other respects, I hereby ratify, confirm and republish my Last Will
and Testament dated June 2, 1997 together with this sole Codicil, as and for my
Last Will and Testament.
IN WITNESS 'WHEREOF, I, MARGARET L. CARNEY the Testatrix to
this Codicil to my Last Will and Testament, typewritten on two (2) sheets of paper
which I have identified at the bott~ of this page by my signature, hereunto set my
hand and seal this I Of h day of M ' 2001.
I
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,
,
The preceding instrument consisting of two (2) typewritten pages, identified
by the signature of the Testatrix, was on this day and date thereof, signed,
published and declared by MARGARET L. CARNEY the Testatrix therein named,
as and for a Codicil to her Last Will and Testament, in the presence of us, who at
her request, in her presence, and in the presence of each other have subscribed our
names as witnesses.
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COMMON\VEALTH OF PENNSYLVANIA
: SS:
COUNTY OF CUMBERLAND
I, MARGARET L. CARNEY, whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as a Codicil to my Last Will
and Testament; that I signed it willingly, and that I signed it as my free and
volunt~ry act for the purposes therein expressed.
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MARG RET L. CARNEY uu-;
Sworn or affirmed to and acknowledged before
CARNEY, the Testatrix, this /O~ day of Cj~
me, by MARGARET L.
, 2001.
NOTARIAL SEAL
. GLORIA J. COPPERSMITH. Nc:aj'lf Public
Carr.p Hm tl'Dro, C~B'l~~~7iand Cot;nty
My C"~mmJssion Exp~r~1 "luna 2"i, 2003
~tWI~'j;.'~~~''r;)'~'''rt.2'...~'m,
COMMONWEALTH OF PENNSYLVANIA
: SS:
COUNTY OF CUMBERLAND
We, {./e/elt ,Afal'le !Z~tftl Thornas A. &/e/' , and
f,'dlt,t'J;c. on/lt-I! the witnesses whose names are signed to the
attached or foregoing instrument, being duly qualified according to law, do depose
and say that we were present and saw her sign and execute the instrument as a
Codicil to Last Will and Testament; that she signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed; that each of us,
in the hearing and sight of the Testatrix, signed the Codicil to her Last Will and
Testament as witnesses; a.nd that to the best of our knowledge, the Testatrix was at
the time eighteen or more years of age, of sound mind and under no constraint or
undue influence.
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/J Sworn or affirmed to and subscr' d to before me by
ruMHa , n01l16,s A. U" and
witnesses, this lOCI!: day of $1, ' 2001.
W.en NIL file.,
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NOT ARlAL SEAL
GLORIA J. COPPERSMITH, Notary Public
Carr.p Hl!I 80m, C!r.r,~and County
My C.;;,mrnl3Sicn Expires Jl.lOO 21, 2003
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