HomeMy WebLinkAbout01-0927PETITION FOR PROBATE and GRANT OF LETTERS '''J
Estate of Grace V. McLaughlin No, ~''~ ~~ '~ ~ ~ 1
also known as To:
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Deceased.
Social Security No. ~ "~~-1_ h-9011
Register of Wills for the
County of . tmberland in the
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut °r named
in the last will of the above decedent, dated December 14, 1993 , 19
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Cumberland
Decendent was domiciled at death in County, Pennsylvania, with
h er last family or princippal residence at 50 S rin Garden Estates, Carlisle,
South Middleton township, Cumberland County,
(list street, number and muncipality)
Decendent, then 93 years of age, died Sept. 24, 2001 , 19 ,
at Carlisle, Cumberland County. PA
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 fallows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
v
~~ C rl William Souders
~.0 94 McAllister Church Road
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Na ('.arliclP~ PA 17O1'i
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$ 27,750.00
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~ ss
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well an ruly administer the estate according to law.
/ ~--~-
Sworn to or affirmed and subscribed / ~ -'~'~-~- rn
before me this _ NTH day of arl William Souders ~~
TOB R ~~ 1 94 McAllister Church Road o
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MAR C LFWI$ Register
NO. 21 - 01 - 0927
Estate Of GRACE V. McLAUGHLIN ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW OCTOBER 9, x~Cj ?001 , in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated DECEMBER 14, 199?
described therein be admitted to probate and filed of record as the last will of
GRACE V MCLAUGHLIN
and Letters TESTAME~T~R~:`'" '
are hereby granted to CARL WILLIAM SOUDERS
FEES
Probate, Letters, Etc.......... $ 60.00
Short Certificates(3) .......... $ A _ flfl
Renunciation ................ $
X-Pages $ 6.00
J C P TOTAL $ Q~-
Filed ....... 0l;.T.QBER .9,..?_Q01...... , , . .
' ~11.111~J
Register of Wilis
MARY C LE4JIS
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
Letters picked up on 10-9-2001
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T NAME ANO ADDRESS OF PERSON WHO COMPLETEDCAUSE OF DEATH
'MEDICAL E](AMINER/CORONER
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REGISTRAR'S SIGNATURE AND R ~ • ~~~ ~~ y I-~
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DATE FILED(Mdun. Day r!][L
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I, GRACE V. McLAUGHLIN, of South Middleton "'owr.shin.
Cumberland. County, Perznsyivania, declare this to be my last will
and revoke any will previously made by me.
I. I bequeath a_.' ,~f my estate of every nature and
wherever situate to my r:usband. DANIEL L. McLAUGHLIN, providing
he shall survive me by thirty days.
II. Should my husband. Daniel L. McLaughlin, predecease
me o?' die o_~ cr before the thirtieth day following my dean::
A. I bequeath my mobile home to my son, CARL
WILLIAM: SC}UDERS, providing he shall survive me by thirty days;
otherwise to lapse, with the proceeds therefrom to be added to
ar.~ d:~stribute~a as a Hart of my residuary estate.
S. I bequeath the residue oz m,j estate of every
ilat'irE' a.iLd W~;e~"eVc`'r SitL.ate In equal shares t0 '.??y ~OSter SOH,
CARL WILLIAM SCIUDERS, and to my step-daughter, VflNNIE M. IxAY,
providl~:g they, shah. survive me btr thirty days.
C. Should my foster sar., ~ar.l William Souders, or
my ste_-daugtet 'vonnie M. Lay, predecease me or die on or
before the thirtiet=. day following my death. I bequeath the shay^e
of such beneficiary of my residuary estate tc ris or her issue
per stirpes l.ivina cn the thirty-first day f.ollowirg my death:
ar_d should t_~~ther my said foster son, Carl William Souders, or my
step-daucrhter. ~Iornie M. L•ay, leave no such issue ' iving cr. the
thirty-first day following my death, I bequeath the share of such
beneficiary to the other beneficiary or to his or her issue per
stirpes living on the thirty-first day following my death.
III. I direct that all taxes that may be assessed in
consequence of my death, of whatever nature and 'r?y whatever
jurisdiction imposed, shall be paid from my residuary estate as a
part of the expense of the administration of m-T estate.
IV. I appoint FARMERS TRUST COMPANY or its successor
in business, guardian of any property which passes eider under
this will or otherwise to a minor and with respe~~t to whoa. T am
authorized to appoint a guardian and have not otherwise
specifically done so, provided that this appcintment of a
guardian sha__ _.ot supersede the right of ary fiduciary i.n its
discretion to distribute a share where possible to the minor or
to ar_ct'r.er fo?- the minor's ber_efit. Such guardiar_ shall have the
power to use principal as well as income from time to time for
the mir_or's support ar_d education (including college education,
both graduate and undergraduate) without regard to hi::~ o he
pare_^.t's ab~.li.ty to provide for such support and education. or to
make payment for these purposes. without fu.rther~responsibility,
to the minor or to the minor's parer_t or to any person taking
care of the minor.
V. I appoint my foster son, CARL WILLIAM SOUDERS,
executor of this my last wi:~. Should my foster son, Car'_
rV11iiam Souders, fail to qualify or cease to act as executor, I
appoint FARMERS TRUST COMPANY or its successor in business
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executor of this my Iast will.
Vim. _ direct that my executor and guardian. or their
successors shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this
T/~'`
day of /~~, ,_, 1993.
LL~~- Lam.-~C., u~' , ~~ .~ ~L~--1~t•
GRACE ti . McLAUGHL I Iv'
'the preceding instrument, consisting of this and two at:~er
typewritten pages identified by the signature of the testatrix,
GP.ACE V. 1?cLAL'GHi:IN, was on the day ar:d date thereof sigr_ed,
published and declared by GRACE V. McLAUGHLIN, 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 subscrib ,qur names as witnesses hereto.
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21 - 01 - 927
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(each) a subscribing w~ ess to the will presented herewith, (each mg duly qualified according to
law, depose(s) and say(s) th present and saw
the testat ,sign the same and
request of testat_ in h pr
other subscribing witness(es)).
signed as a witness at the
(in the presence of each other) (in the presence of the
Sworn to or affirmed and su ribed before
me this day of
19
Register
(Name)
(Name)
(Address)
REGISTER OF WILLS OF cuMBExL~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
Jane F. Burke and Karen Tomassone
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
they are familiar with the signature of Grace V. McLaughlin
~~x
testat rix of (oaei~xxk~x>fir~pgxx~siisx:6~ the will presented herewith and
codicil
that the believes the signature on the will is in the handwriting of
Grace V. McLaughlin
to the best of their knowledge and belief.
Sworn to or affirmed and subscribed before
me this 9TH day of
(Name}
3
(Name}
(Address)
H105.405 REV.(09(00)
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance
with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
~oB.Q,~_S. .aa.._-•, FI-r-,
Robert S. erman, Jr., MPH
Secretary of Health
Military
status 18 2 2 2 0 9
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State Registrar
JUN 2 6 2001
Date
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT IFes.Mgae. LaRl
+. Daniel Leroy McLaughlin ~% Niale
,• 50CIAL SECURITY NUMBER
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REGISTRAR'S SIGNATURE AND NUMB DATE FILED IMOnIn, Day, Marl
Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, PA 17013
Name of Decedent:
Date of Death:
Will Number:
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Grace V. McLaughlin
September 24, 2001
21-01-0927
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
February 10, 2002.
Name/Address
Carl William Souders
94 McAllister Church Road
Carlisle, PA 17013
Vonnie M. Lay
775 Roxbury Road
Newville, PA 17241
Notice has now been given to all persons entitled thereto under Rule 5.6(a).
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February 10, 2002 ~'/ ~~~~.. ~~~~""
Carl illiam Souders
94 McAllister Church Road
Carlisle, PA 17013
Telephone: 717-243-4769
Capacity: Personal Representative
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Date: 12-23-01
From: Carl Wm. Souders
94 Mcallister Church Road
Carlisle, PA 17013
Register of wills
Cumberland County Courthouse
Carlisle, PA 17013
File # 2001-00927
Estimated tax for PA file # 21-01-0927
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162EX(11-96)
NO. CD 000690
SOUDERS CARL WILLIAM
94 MCALLISTER CHURCH ROAD
CARLISLE, PA 17013
---- fold
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
ESTATE INFORMATION: ssN: 236-~ 6-soi ~
FILE NUMBER: 21-2001- 0927
DECEDENT NAME: MCLAUGHLIN GRACE V
DATE OF PAYMENT: 1 2/26/2001
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 09/24/2001
101 ~ S 1, 900.00
TOTAL AMOUNT PAID:
REMARKS: CARL W SOUDERS
SEAL
CHECK#5226
INITIALS: DO
RECEIVED BY: MARY C. LEWIS
S 1, 900.00
REGISTER OF WILLS
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HARRISBURG, PA 17128.0601
RESIDENT DECEDENT 21 - O1- 0927
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DECEOEWi'S NAhE (LAST, FRS7 AND IDLE INf TL4L) SOCIAL SE(~tRY MIMBER
Z McLAUGHLIN GRACE V 236 -16 - 9011
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W DATE of DEa1F1(I~DO-TEAR) DAB of errrtl (I~a~DO-vEart)
TWS RETURN iN1ST BE FtLID erl DIIPLICAtE HIBTIt TtIE
V 09 / 24 / 01 7 / 16 / 1908 REGISTER OF YVILLS
W (IF ~ SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE WIl'N!) SOCUIL SECURITY NUh~ER
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z ®1.Origiral Retum ~ 2 SupplerrrerMal Rebxn ~ 3. Renraitder Rehm (areaeean stab ~2•t3.s'zl
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x ~ 4. Lined Estate ~ 4a. Fublre hriere5t Cmiprom'se lore aaern ara uttaA ~ 5. Federal EstaBe Talc Rehm Re~rired
~ n m ~ 6. Decedent Died Testate i~ mgar 1MQ ~ 7. Decedent Maintained a Living Trust ("dam avr drndj 0 8. Total Number of Sate Deposit Boxes
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9. LNga6on Proceeds Received
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~ 10. Spousal Poverty Credo tmr dawe uec.eai t2~f~t as r~
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~ 11. Election b tax under Sec. 9113(A) Gram sm q
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NAME ,
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(~LETEMAILINGADDRESS
o Carl William Souders
t=1RM NAME nom) 94 McAllister Church Road
Carlisle
PA 17013
TELEPFIOF~ NUMBER ,
717-243-4769
1. RealEslab(ScheddeA) (1) .00 OFPICL+4L USE OlVLY~~I
2. Sbdcs and BOrldS (Shcedc/e B) (~ . 00 _. _, r i1
3. Glossy Field Corporation, Partrrerst~ip a Sde-Ropriebrship (3) . 00 . - 1
i
4. Mortgages t4 Notes Receivable (Sdredcde D) (4) v( }
5. Cash, BaNc Deposits 8 Misoelaneous Personal
Property (5) 4 , 500.00 i
Z (Sdredrie E)
~ s- ~y Dwrred Y (~ ~ (~ . 00 -
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e_ 7. I„ter-Ifivos Transfers 8 Fr~Crs Non•ProbaEe Property (7) 38 , 847.25
a
Q B_ Total Gross Assets (brat Liras 1->) ~) 43 , 34 7.25
s. Funeral Expenses A Admieshative Casts (Sdredcie FO (g) 554.82
10. Debts of Decedent, Mortgage Lia6dGes, 4 Liens (SGredlrlte q (10) 7 7 8.4 7
11. Total Deductions (Qtal Lines 9 810) (11) 1.3 3 3.2 9
12. Net value of Fatale (Lere 8 mirrrs Lire 11) (12) 42.01 .9 6
13. Charifa6b and Garemnrerrial BoqueslslSec 9113 Tnais for vrtrch an election b hax trds not been (1~ _ 00
made (Sdredtde J)
14. Net value Subject bo Tax (Line 12 minus Line 13) (14) 42 , 013.9 6
Z
Q
1~-
a
V
SEE NiSiRItC710NS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate. a harubrs under Sec. 9116 (ax1.2)
16. Amount of Lire 14 taxable at Cotcel rate
17. Amaral of Lire 14 taxable at sirlirg rate
18. Amount of Line 14 taxable at a>Ynteral role
z .0 _ (15)
x .0 _ (16)
x .12 (17)
42, 013.96 x .15 (18) _ 6, 302.09
1s. Tax Due (ts) 6 , 302.09
20. ^ w
ezv-uoeoc•navl
SCHEDULE E
~,,,,,,u~, ~ „A,~„ CASH, BANK DEPOSRS, ~ MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESICENT DE(~DENT
ESTATE OF FILE NUMBER
Grace V. McLaughlin 21 O1 0927
Indude the proceeds of litlgatbn and the date the proceeds wale received by the estate. All property jointly-owned with the right of survivorship rmrst be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DFATH
~' 119$4 Mobile Home located Lot 50 Spring Garden Estates, Carlisle ~ 4,500.00
(See attached Letter of Value)
s~
IG~'
June 21, 2002
C. William Souders
94 McAllister Church RD
Carlisle, PA 17013
RE: Estate of Grace V. McLaughlin
Lot 50 Spring Garden Estate, Carlisle PA 17013
Dear Mr. Souders,
The value of the above referenced property as of September 24, 2001 was Four Thousand Five Hundred
dollars 04,500.00). This was a 1984 Mobile Home situated on a rented lot. No real estate was included
with this sale.
if you have any questions, Please don't hesitate to contact me.
Sincerely
~..
Owen E. Meals Jr., ABR, CRS, GRI
Broker/Owner
TI ns aNALysls HAS NOT Br•.Ex PERFORMED EN AccoRDnvcE
aVl'I'A 111E UNIFORM STANDARDS OF PROFESSIONAL
APPRAISAL PRACTTCE WHICH REQUIRE VALUERS TO ACT .1S
UNBIASED. DISIIJIERE3'IF.D TFIBtD PARTIES WITH DNPAR1iAL
OBJECTTvTTY' IN AIDEPENDENCE AND WITHOUT A
COMBINATION OF PERSONAL R3TEREST. TT [S NOT TO BE
CONSTRUED AS AN APPRA]SAI. AND MAY NOT BE USED AS
SUCH FOR ANy PURPOSE.
Rf`/ ~ 117[ Sterling Assoc., Inc.
1909 Ritner Hwy., Suite 1
Carlisle, Pennsylvania 17013
Office: (717) 245-2600
Fax: (717) 245-2255
Each Office Independently Owned and Operated
gEV.tSpIX•(497)
~~~~~
tNFER(TAlK~ TAX AETt1At1
SCHEDULE G
u~t vntos ~wsFERS ~
Esc. No~toe~-TE ~o~nr
~~~~r~~~?77
Grace V. McLaughlin 21 Ol 0927
This schedule must be comple6ad and taed 'rf the ar~swet b any of questions 1 thnwgh 4 on the nt~erse side of the REV-1500 COVER SHEET is yes.
~ DESCRIP'1101i OF PROPERT1f
.cu,aenfwuEOFnfmiws~naereAna..rmaecmemvonEaueaFmMSez
AT[,g1ACOP'l~llE da~i0R1iFXBfA7E.
DATEQFDEA'CH
V OF % OF
DECf~7S
EXf~.US10N
TAXABLEVAIUE
~' M&T Bank Checking Account 512494 41,847.25 ,000.00 38,847.25
Joint Grace V. McLaughlin or Carl
William Souders. Fester mother and son.
Made joint June 2001 ~ '
~1
pn~~
' December 12, 2001
RE: Estate Search
The Estate of: GRACE V MCLAUGHLIN
Date of Death (D.O.D.) 9/24/2001
To Whom It May Concern:
Identified below is the account information requested.
I . M&T Bank accounts in which the decedent's name appears:
Account Account Number Account Title Opening Branch D.O.D.
Type Balances
(Includes Accr.
Int.)
CHK 512494 GRACE V MCLAUGHLIN 4319 $41,847.25
CARL W SOUDERS
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number Amount Owed Account Description
Accrued Interest
$4.85
No Safe Deposit Box titled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
BY: ~ G~L~i
Authorized Signature
DATE: ~ Z ~ (2 -~
REV-1511 EX~ (12-99)
SCNEDI~LE H
cot~tMONUVEAt_Tft of PENNSYI_vANIA FUNERAL EXPENSES 8~
INHERfrANCETAXRErUfUi A~MIN{STRATIVE COSTS
RESIDENT t>ECEDENT
ESTATE OF - FILE NUMBER
Grace V. McLaughlin 21 O1 0927
Deists of decedent must be reported on Schedule I.
ITEM
NIiMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
t.
Georges' Flowers, funeral spray 175.43
e. ADMINISTRATIVE COSTS:
i. Personal RepreserNative's Comrrrissions
Name of Personal Representative(s)
Social Security Nun~ser(s)IEIN Number of Persarrai Representatve(s)
Street Address
Cdy State Zrp
Year(s) t;.onlrtrission Paid:
2. Attorney Fees
3. Family Exemption: (tt decedent's address is not the same as claimant's, attach explanation}
.Claimant
Street Address
City State Tip
Relationslrip of Claimant to Decedent
4. Probate Fees
Register of Wills
5. AcrAradant's Fees
6. lax Return Preparer's Fees
~• Cumberland Law Journal, advertising Letters Testamentary
8 The Sentinel, advertising Letters Testamentary
9 Closing and Filing Fees
80.00
75.00
74.39
150.00
TOTAL (Also enter on line 9, Re~ihtlation) (S 554.82
ravaa oc• pan
SCHEDULEI
~n+oF~e~nvuru- DEBTS OF DECEDENT,
'" ~~ T MORTGAGE LIABILITIES ~ LIENS _
ESTATE OF
Grace V. McLaughlin F~.E~~ 21 OL 0927
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOK
1' Sprint, telephone service 73.19
2 PPL, Service b3.59
3 PSERS Health Admin., balance due 24.43
4 Property Management, Inc. lot rent 323.00
5 PharMerica, balance due prescriptions 105.57
6 Verizon Wireless, telephone service 6.55
7 Tuckey Mechanical Services, plumbing repairs 60.00
$ Home Depot, toilet 122.14
TOTAL (Also enter on Gne 10, Recapitulaeionj ~ S 7 7 8.4 7
~niaFPe~wswivaNw.
iw+Erar~ncE Tex REnxr~
_r~sioar oec~oErrr
?ATE OF
ABER
I.
1
1.
SCHEDULE J
BENEFICIARIES
Grace V. McLaughlin
NAME ANO ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS Cu~hade aHcigt-t spousal distri
Carl William Souders
94 McAllister Church Road
Carlisle, PA 17013
Note: Daniel L. McLaughlin died June 5, 2001
NUMBER
RELATIONSHIP TO DECEDENT
Do Nat List TnrsMe(s-
HINT OR SHARE
OF ESTATE
Foster Son lOUz
Mobile Home $4,500.00
Joint I;hecking Acct.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 17, AS APPROPRIATE, ON REV 15U0 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL OiSTWBUTIONS UNDER SECTION 9113 FOR WHICH AN ELEC71ON TO TAX !S NOT BEING MADE
I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
t.
21 O1 0927
TOTAL OF PART II -ENTER TOTALNON-TAXABLE DISTRIBIiTtONS ON UNE 13 OF REV 150Q COVER SHEET I S
Inventory of the real and personal estate of
GRACE V. McLAUGHLIN deceased
1984 Mobile Home located Lot 50 Spring Garden Estates, Carlisle, PA I, 4,500 '00
M&T Bank Checking Acct. 512494--Joint with Carl William Souders II 38,847 I25
_-. .
~:...._
;.,
COMMONWEALTH OF PENNSYLVANIA '~
COUNTY OF CUMBERLAND '~ ss:
Carl William Souders
being duly sworn according to law, deposes and says that he _ is Executor
of the Estate of Grace V. McLaughlin
late of Carlisle_,_~nutlz_Middle_tonswp~__ ,Cumberland County, Pa., deceased and that the
within is an inventory made by Carl William Souders , _ the said Executor
of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death .
Sworn and subscribed before me,
`~
/~~' ~
Executor -Administrator `
Kathy J. Lear, Notary Public
Carlisle Soro, Cumberland County
My t;ommf.=sEon Expires July 26, 20Q4
°~`~mh~• ~ennsyNaniaAssociationotl~+c~tane;
Date of Death 24th
Carl William Souders
Allister Church Road
Address
Carlisle, PA 17013
September 2001
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three m onths after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. $ee Article IV, Fiduciaries Act of 1949.
a.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
REV-1162EX111-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
SOUDERS CARL WILLIAM
94 MCALLISTER CHURCH ROAD
CARLISLE, PA 17013
told
ESTATE INFORMATION: sSN: 236-i 6-s0i ~
FILE NUMBER: 2101-0927
DECEDENT NAME: MCLAUGHLIN GRACE V
DATE OF PAYMENT: 06/24/2002
POSTMARK DATE: 00/00/0000
couNTY: CUMBERLAND
DATE OF DEATH: 09/24/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ 54, 302.09
TOTAL AMOUNT PAID:
REMARKS: CARL WILLIAM SOUDERS
SEAL
CHECK# 5292
INITIALS: SK
RECEIVED BY: MARY C. LEWIS
$4,302.09
REGISTER OF WILLS
NO. CD 001326
REGISTER OF WILLS
,~
~Regi~ter of ~i~~ anb ~Ier~ of t~je ~r~~jan~' Court
~ouutp of ~Cum6erfauD
COURTHOUSE, CARLISLE, PA 17013 MARY C. LEWIS
Register of Wills &
Clerk of the Orphans' Court
JERRY R D[3FFIE, ESQ.
Solicitor
TO: Laurel Fulmer Estate of: Grace V. McLaughlin
D~artment of Revenue 21 - O1 - 0927
Date: August 9, 2002
The inheritance tax payment was received in our office on the 26th day of December
2001, but the post mark date was the 24th day of December. The postmark date did not
show on the inheritance tax receipt. Could you please forward to Carl W Souders a
corrected assessment notice showing the credit he would receive because the tax was paid
in the discount period. Thank you
Register of Wills
~- V
~,
~{~AX TMA~SMIT°TA,.~
D A'I'D ~` - ~ ~
(;Al.L (717) Z.40-(v3~5I:(~1{ AI~~Y INQUIRES
FROM: _~ _ ~~n r c~ ~~\~~
County of Cumberland _
One Courthouse Square
Carlisle, PA 17013-3387
FAX +~ (71 ?) - 240-7797 ~ - -
-_-J
~ ~ ~- ~~ %~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBl1RG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CARL WILLIAM SOUDtERS ~ _ ~ ~}
94 MCALLISTER CHRCH RD
CARLISLE + PA 17013
REV-1547 E% ~FP (01-02)
DATE 08-05-2002
ESTATE OF MCLAUGHLIN GRACE V
DATE OF DEATH 09-24-2001
FILE NUMBER 21 01-0927
COUNTY CUMBERLAND
ACN 101
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCLAUGHLIN GRACE V FILE N0. 21 01-0927 ACN 101 DATE 08-05-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds iSchedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,500.00 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)- 38,847.25
s. Totai Assets (g) 43,347.25
APPROVED DEDUCTIONS AND EXEMPTIONS: 554.82
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 778.47
11. Total Deductions (11) 1.333.29
12. Net Value of Tax Return (1E) 42, 013.96
13. Charitable/Governmental Bequests; Non-elected 4113 Trus ts (Schedu le J) [13) .00
14. Net Value of Estate Subject to Tax (14) 42, 013.96
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate [15) •00 X 00 = .00
16. Amount of Line 14 taxable at LineallClass A rate (16) . 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 42,013.96 X 15 - 6,302.04
19. Principal Tax Due (lq). 6,302.09
TAY f_RFTITTC~
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
12-26-2001 CD000690 .00 1,900.00
06-24-2002 CD001326 .00 4,302.09
INTEREST IS CHARGED THROUGH 08-20-2002
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 6,202.09
BALANCE OF TAX DUE 100.00
INTEREST AND PEN. .93
TOTAL DUE 100.93
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far
life or far years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
PAYMENT: Detach the tap portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS~ AGENT
REFUND CCRI: A refund of a tax credit, which was not requested an the lax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax^ (REV-1313). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 [TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax [including discount or interest) as shown on this Notice must abject within sixty (bD) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIDNS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Oecedent^ (REV-1501) for an explanation of administratively corractahle errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed,
PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9l months and one (1) day from the date of
death, tc the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six C6%) percent per annum calculated at a daily rata of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue, The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .OD0438 1993-1994 7% .000192
1984 11% .000301 1995-1998 9% .000247
1985 13% .000356 1999 7% .000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% .000247
1988-1991 lI% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUIiBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
~~
~~
Cumberland County Register of Wills
One CourtHouse Square
Carlisle, PA 17013
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Grace V. McLaughlin
Date of Death: September 24, 2001
Will No.: 2101 0927
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonable believes that the
administration will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court:
Yes No X
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes X No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: August 27, 2002
Carl William Sou ers
94 McAllister Church Road
Carlisle, PA 17013
(717) 243-4769
Personal Representative