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PETITION FOR PROBATE ead GRANT OF LETTERS
Estate of .10^N fl. SItfflNS No. dPl- ri/-- ()~
also known as. To:
.1011N BOYD SIWiONS _ ReIPster of ffil.lMffi.A9fu
Deceased. County of In the
Social Security No. 207-07-40!17 Commonwealth of PellnsylvanJa
The petition of the undcrslsned respectfully represents that:
Your petltloner(s), who Islltt 18 years of age or older an the execut or
In the last will of the above decedent, dated October 29 ,
and codlcil(s) dated
~-;
oamed
, 19-L
(1I11e relcvanl d'Cl'l1UlanCCl, c... "nundltion, death or executor, ClC.)
Decedenl was domiciled nt death In Clul1berland County, )?ennsy)vanla,
n er last family or principal residence at 208 Senate r\Venue ^ t. .101 (. w )
East Ppnnsboro TownshIn
(U.t 8trHt, number, Twp. or Boro.1
Decedenl.lhcn 75 l'earsofage, died Decembi..)r 16, ,19 93
at lInrriRhllrg f1m~pi t'ill .
Except as follows, decedent did not marry, was not divorr.ed and did not have a child born or adopted
after execution of the will offered for probate: was not the victim of a kllllns and was never adjudIcated
Incompetent: .
Decedent at death owned propeny whh estimated values as follows:
(If domiciled In Pa.) All personal propeny S 8,500.00
(If not domiciled In Pa.) Personal propeny In Pennsylvania S
(If not domiciled In Pa.) Personal propmy ill COUnlY S
Value of real estate in Pennsylvania S None
situated as follows:
WHEREFORE, petitloner(s) respectfully request(s) the probate of the last wlU and codlcll(s)
presented herewith and the granl of letters Tes tamen tllrv
(te"amcnlary; admlnlllradon c.l.a,; admlnllllation d.b,n.c.t.I.)
theron.
J~
111
!~
t'o
J
<i . ~~. ,1'7'-"
L ~;" L~ .f!R.1.~:..r
Ste en ll. . Hel r
601 Manor Rd.
Cllmp HU 1. P^ l70n
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF CLMBEHLlINO
The petltloner(s) abol'e.named swear(s) or afOrm(s) that the statements In the fore80lns petltlon ara
lrue and correct to the best of the knowledge and belief of petltloner(s) and that as personal represen-
latlve(s) of the above decedent petltloner(s) will welllll}fl, truly administer the estate accordins to law.
Sworn to or amrmed and subscribed J .~~, I {~ JktJ;;( ~
before e this 3 d of _ Sh'phfm B. II...lI"..rt ~.
. y 19 a
J{, t . !lij 1
Register \ J- ~
No. ?1 - \)4 - Oli
Estate of JOlIN B. SDKHi a/k/a JOAN OOYD SDKHi
I Deceased
DECREE OF PROBATE AND GRANT OF LETrERS
AND NOW _ . JANUAR Y 4 19~ In consideration of the peddon on
the reverse side hereof, satlsfactory proof havlna been presented before me,
IT IS DECREED that the lnslnlment(s) dated October 29, 1986
described therein be admltted to probate lDd filed of record as the Jast wlIl or
Joan B Simmons a/k/a Joan Boyd Simmons
lDd Lellers TE;'st8lOOntarv
are hereby sranted to St8phen B. Helbert
'I1fA~1- (iJ,XL~" IJ.~ &,
Rqbter 01 Tl
MARY C, LEWI S '
FEES
Probate, Lellers, Etc. ,...,.... S
Shon Certlflcates( 5) .. .. .. .... S
Renunciation ..",. t . . . . . . It. S
X-Pages S
JCP
TOTAL _ S
40.00
15.00
9.00
6~:8R ,
Horace ^. Johnson (06340)
A TfORNEY (Sup. Ct. J.D. No.)
Johnson, Duffie, Stewart & Weidner
301 Market st., P. O. Box 109
ADDRESS
Lemoyne, P^ 17043-0109
( 717) 761-4540
PHONB
Filed ... I ,',. ,~~~y~~X. q I. .1.~~~... ',' I' t. I
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Mailed.letters and order to attorney on '-4-94.
WAIlNIN\;: II I~, 11.1.I:1i^1. It> ^I.IIY ""~; \.1'1'1 011
TO IHII'II\;(,II IIY 1'110rU!d^1 011 1'1I0[()(i1li11'll.
COMMONWEAL TI1 Of PWNS\l.VANIA
DePARTMENT OF IlEALTII VITAL R~CORDB
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
CERT. NO. 2034004
~--''11ir.i)il;iim'omi;c"iimitiiiro;;--
II-- -,t.. () -1--3
t:!:Jlfl~nla
(b)
.-.--------------...-----..--.----r------.--t
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(0)_________._______...._.._.._______..___.__._:_
,
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(d)
Part II: Other Significant Conditions
----------~------_._~--_.._._._-_.._.-._.~
Manner of Death:
Natural 0
Accident 0
Suicide [J
Describe how Injury ocourrod:
o
o
Could not be Determined 0
11 /"':) .
Name and TI,'" " C,.'''m __$-.t;;;L.. ....Tr--....0-..... ........... "_n.._n._.
,/, Lf( .lMJl., D.O., Coroner, M,e,)
Address-_~M.':<A:s=:...........U~'_'_=__-_..--m.!:..!l:t..- :&.~:.e... ._:_....._.. ..___
This is to certify that the Information horo given Is c.orrectly copied from on original certificate of
death duly filed with me as Local Roglstrar, The orlolnal certificate will be forwarded to the State
Vital Records Ollice for pormanent filing,
Homloide
Pending Investigation
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!rast Jlill nub ffiestnuteut
of
JOAN BOYD SIMMONS
I, JOAN BOYD SIMMONS, of Hampden Township, Cumberland County,
Pennsylvania, do make, publish and deolare this to be my Last wm and Testament,
hereby revoking and making void any and all former \\'l11s made by me.
I.
I dlreot that all my legal debts and funeral expenses be paid and satisfied by
my Exeoutor hereinafter named, as soon after my death as may be found convenient.
II.
I bequeath my sterling sliver service, my wedgewood china and my Alpha Chi
Rho ring, whloh formerly belonged to my deceased husband, A. Harvey Slnunons, to
hio daughters, REBECCA SIMMONS DAVIES, GER'rRUDE SIMMONS NEFF, and
CATHERINE SIMMONS, or the survivor of theml to be divided among them In suoh
manner as they ohoose.
III.
I bequeath my automobiles, household and personal effeots and other tangible
property of ilke nature, (not inoludlng cash and seourlties), together with any
existing Insurance thereon, to my son, STEPHEN B. HELBERT.
IV.
I give, devise and bequeath all
my son, STEPHllN B. HELBERT.
the rest, residue and remainder of my estate\ ~
. ~,
V.
Should my son, STEPHEN B. HIlI,BERT, not survive me, then I give, devise and
bequeath all the rest, residue and remainder ot my estate to the daughters of my
deceased husband aforementioned.
VI.
I appoint my son, STEPHI;N B. HEl.BERT, Executor ot this my Last Will.
Should my son, STEPHEN B. HELBERT, tall to qualify or cease to aot as Executor,
I appoint CCNIl BANl(, N.A. ot New Cumberland, Pennsylvania, Executor ot this my
Last Wlll.
IN WITNESS WHEREOF, hereunto set my hand and seal this.:? '1
~ ,1986.
day ot
~ ~~~t1IVJ; (SEAL)
Joan Boyd Simmons
Signed, sealed, pUblished and declared by the above..named Testatrix, as Rnd for
her Last Will and Testament, In the presenoe of us, who, at her request, In her
presenoe and In the presenoe of each other have hereunto subsorlbed our names as .
witnesses.
.
. .
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
1 SSI
COUNTY OF CUMBERLAND
I, JOAN BOYD SIMMONS, 'restatrlx, whosll name Is signed to the foregoing
Instrument, having been duly qualified according to law, do hereby aoknowledge that
I signed and executed the Instrument as my Last Will and Testamentl that I signed
It willlnglYI and that I signed It as my free and voluntary act for the purposes
therein expressed.
~ ~~~~
C/ JOAN BOYD SIMMONS
Sworn or affirmed to, and acknowledged before me, by JOAN BOYD SIMMONS,
the 'restatrlx, this J 9 t.\) day of ~"\"l. , 1986.
-~~",. ~ ~.,~,
Notary Public
OIMllll I.C:i~. NOTARY'
My Commllllon ['pit.. Ol<,,,b" /1. 1989
umoyne, I'J Cumberland Coun"
"
I, .
AFl1lDAVl'1' .
OMMONWIlAL1'1I 011 PENNSYLVANIA 1
1 SSI
OUNT\' 01<' CUMBEIU,AND I
We, ~.. . .. {.\. .it""........" and C, ({ ~w.:.J:l,-l,.'" l\~)' t the witnesses whose
ames are signed to the Coregoing Instrument. being duly qualified according to law,
o depose and say that we were present and saw the Testatrix sign and execute the
oregolng Instrument as her Last Will and Testamentl that she signed willingly and
hat she executed It as her Cree and voluntary act for the purposes therein
xpressed, that each of us In the hearing and sight of the Testatrix signed the Will
s wltnessesl and that to the best oC our knowledge, the 'I'estatrlx was at that time
8 or more years oC age, of sound mind and under no c nstralnt or undue Influence.
Sworn or affirmed to and subscribed to beCore me by ~ "'I. (f""'~ .
nd .k:~Wl.lJ.),,,, LJ I~' . , witnesses, this,}') %ay ofQ~-^- , 1986. .
~, .... 1
1 lJ.-.",,-,- ~~v........
Notary PubllcC ~.
DIANrlE Ir'''~, NOTARY', .
My CummlSllon I'pllll Dmmbo,21. 1089
14moyne. PA Cumbo,lend Counl,
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CERTIFICATION OF NOTICE UNDER RULE 5.6{a) ,
. ; I
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Name of Decedent I Joan B.. Sirnnons a/k/a Joan Boyd liiiironsl:
f.r>' (l
- h
Date of Deathl
Will No. 0000&
DeCf:!lnoor 1&, 1993
Admin. No. cx.'!- qlf~ O~
To the Registerl
I ce.rtlfy that notice of beneficial interest required by
Rule 5.6 (a) of the Orphans' Court :Rules was served on ~lMt
the !Olliwing beneficiaries of the above-captioned' estate on
"J/I/f _ 1
, , -
Name
stephen B. He100rt
Address
&01 Manor Rd., Camp Hill, PA 17011
Notice has now been given to all persons entitled ther.eto under
Rule 5.6(a) except
None
Name ohnson, Esq.
. Du e, Stewart & Weidner
Address2~ Market st., P. O. Box 109
Lemoyne, PA 17043-0109
Date,l ~/!~t/
Signa.:ur
Telephone (717) 7&1-4540
'capacityl_____ Personal Representative
X Counsel for personal
representative
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'\ jI/ .,. J 'il.. (j Ifn~WltIlIAIHAmR12/31/91CHICKHI_1
"YI:;i;,v. INHERITANcE TAX RetURN 'OVIUY mlllTlI CLAIMIII 0
,~\iil'~' RESIDENT DECEDENT ;llfiiuM".-iii....---
COMMONWEAlIH 01 P!NNSY\VAN" (TO BE FILED IN DUPLICATE I "1, 94
DEPARTMeNT 0' REvENue ~
H.RRI!fJ:~,~~on:2BOOOI WITH REGISTER OF WILL~l... ~OlJ~r~i?eJc..-...- YEAR
N . M LA , I IT, .NO MIDOI! 'NIII'lI ---.... ...... nlotllYm1 ~tlJm Ulr
SJHoK:N;, JOAN B. a/k/a SnM:tlS, ,JCW~ Il>V1> mil lkuNI'O ^Vll., IIpt. 301
OClAllECillI1Y NUM!!. '-rOAflOflif.mr--rDAWOfllllil 1'~IIIt. I\UllUlhon> 'I'ownllhip
207-07-4097 112/16/93 lJ/22/1l1 em" 11111, I'^ 1'/011
......... . " . C?~~I, ('UW1::liLl\N1L_.
o 2, Suppl.m.nlal R.lurn [] 3, R.malnder R.lurn
(/0' dalll a' d.alh prior 10 12.13,82
1.1 5, F.deral Ellal. To.
R.lurn R.qulred
__ 8, Tolal Number of Safe D.po.1t 8a.e
"v.IIIO EI' 111,011
1. Real E"ole ISchedule AI I 11..
2. Slack, and Bond. ISchedule 8) I 21 ..._, . <I. 110,QO.__.........
3. Clo.ely Held Slock/Partne"hlp Inle,e" ISchedule q I 31 .
4, Mart8ages and Nate. Recelvabl. ISchedule 01 ( 4) .
5, Ca.h, Bonk Depo.ilt & MI"ellaneaut P."anal Properly( 51 .
ISch.dule EI
6. Jolnlly Owned Property ISchedul. FI
7, Trantfer'lSchedule GllSchedule LI
B, TOlal Groll Auelt Ilolalllnll 1.71
9. Funoral E>pen.e.. Admlni,I,allv. Ca,It, Mllcelllln.ou, I 91 '
e.penlO' (Schedul. H)
10. Debit, Mortgage Liabilities. lI.n, (Sch.dul. II
11. 10101 Deducllon. (10101 line, 9 & 10)
12. Nel Value a' Ellote IlIne 8 mlnv. IIn. 111
13. Charitoble and Governm.nlal 8.queslt (Sch.dul. II
14, Nel Value Subject 10 To, (line 12.."'ln.v,Hn. IJI
15. Amounl 01 line 14 laxobl. at 6% ral.
(Inelude ,alue. 'rom Sch.dul. K or Sch.dul. M.I
16, Amounl a' IIn. 14 ta,obl. 01 I.~% '0"
Ilnclude ,alulI from Scheuul. K or Sch.dul. M.I
17. Prine/polio, duelAdd ladrom Iln. 1 ~ and Irum Ii". 161
18, Credilt Spaural Poverly C"dll "rio, raym.nl' Ol"ounl Inl.""
--- t t 1!J.4!1, u_._.____
19. If line 18 IIs"alll ,han Iin. 17. .nllllh. dilf"."tI on Ii". 19. Thil II Ih. OIlIAPAYMINT,
110
20. If IIn. 171. s"alll Ihon line 1A. ..1"lh. ,lill..."ce on line 20. Thll II ,h. T"'X DUE.
A. Enlll tho Inlll'" on Ih. balance due on line 20A.
8, Enler Ihe 10'01 of line 20 and 20A on 11,," 20ft. lhll II Ihe IAL...NCI DUE.
Mak. ChlC_~...P~V~bl. tOI R..I,I" 0' WUIo, .....nt .. .. .
.. II SURi'YO'ANSW.liALLQUlltlONI ON uvitiii"liDI"'ND TO MlCHICK MATH..
-----.. -~.._...._. ,... ... -.-,.----..--.- _..,~.__.__._~
Under penchlll of perjury, I d.do,. Inot I hall' ..omlned Ihll ,,'urn, InclucJlnu u(cumpanylng l(h.dul.. and Ilot.menlll and to Ih, bet I of my knowl.dg. and b.lh
II h Irue, correct and camplflle, I ded.H' Inn' nil rltol ",Inl. nfl, hllln '''1'011"11 nllrll' mark,' yolu. D.claraHon of prepar., olher than th, perlonal "prellnlollvl!l
baled on olllnformallon 01 which prepa,,, nOI ClOy knowlldlJlI
SION 1 E 0/ '5 N R ;0 i," 0'R "!'N~ A!/'II" "'OWl (,0 I MlIIlClr HCl/l(I ......------ - DATE
~ " ~ CJret'J/Te'r\!.. .' CIIIIII1 III 11, I'^ 17C!,ll...._.___._._____ ~'I- tit/ __
"' IfHn~,vf '1II1iB! :101 Milrkut: SI., P. O. Box 109 A ~
.~)-"jL'llX)yrl<I,..I'I\n043-0109 _ .J-N~''i
. Johnson, EHq.
~
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0%
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0006
NUMB!'
Gll. O,iglnal R.turn
o 4, Llmilld Ellale
o 40. Futura Inl.flll Compromit.
Ifo, dalll of d.alh aft.. 12.12,821
XX 6. DIC.denl Died Te,IOI' 0 7. D.ced.nt Malnlain.d a Living lrull
IAllach copy a' Will) (Allach c~er31 T r~!!L
"'U COARlSPONDENCE "'ND CONPlDENTIAL TAX IN'ORMATlON IHOULD II DIIl.CnD TOI
"AM . h r~'mn.UllltlO AD~ml
Horace A. Jo nson, Esq. ,101 r~lIrk\Jt fit.,!'. n. l10x 109
~o~~~O~u~IDuffie, Stewart & Weidner .. I.tllKlynu, l'^rll.QO..()I09 ."
717 J..... 761-4540 I, ' 'I I ",':
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I 71
9,684.27
(101,
1 .H2!l!,<J!!.________
1,:1(.4,01
I 81
1131 .
(II) ~189.09
(12) 6,495.18
113) _ -0-
... .n......__ (14) 6,495.18
(f,4?:i,JJL..____M .06. 389.71
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(18)
(19)
19.49
Chc(k hou.! " VOU 1111' "'IIIII""l1l1 II 11,1111111111 Y"II' ltlll'IJIUVlIlI'lll
370.22
-0-
370.22
1201
120AI
1208)
R/V. UO) U + (','61 ~,.l.~
'1.},!f...
COMMONW'AlT~ 0' PfNNmVANIA
'~1\W~1~,!o~~WmRN .__....n..'
IST"TlOP 'n' . ...........nn. n
, SCHEDULE B
STOCKS AND BONDS
" . .n,.... T"""'~'jIit~'ijoMIiJ'~=~:
=
SIt+1ONS, JOAN Il. a/k/fJ SIM'-lOOH, .IO^N IKWIl
21.94.0006
--_._-.-~-_...- .. ." '. .. _ _._._~...__u ._ ..._...,__.-...
I"" p,op.rly jolnlly-own.d with RI,hlol lurvl.'llhlp m.;! It. dl"I...d on Ich.dul. Po)
-----.-.--. -,--'.. "" "-'.. . '. ," ..,,- .-.-.....~..........._.....~_._._~- ..--:---~--.......;...-.
N~T~rER IlESCRIPTlml VAmED~~f~TE
--~~- --.---- '_'m.. ,______0_'..____. .....~..__
,
,--
"
1.
7 - $1,000.00 WhHtl III.1Vun MunJrdpl11 ^"thorit:.y
J,uZtlrnu Countv, l'ulUlHylv(lIdn
Stl\\\Jr Ri:lvtlnull BondA - Bur.iurl of 196]
InttlrtJstl 4% - MIlt:lInJAI .Illflllllry.1., 2003
Datu of dllllth VlI.1.UlI
^ccnloo Jnttll:ullt
,7,000.00
140.00
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, (II mOil .poc. II n..d.d, I..." addillonallhH" 0' lum. IIII.)
$ 7,140.00.
uv.;jot'utr2.l7I
I SCHF.DULE E
lCASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
*'
COMMONWeAlTH 0' "NN!Y(VANIA
INHI.IlAHCl'AX .nU.H
'''IIOIN'DIClOINT
ESTATE OF
PI.ol. Print Dr T .
FilE NUMB R
21-94-0006
SIMMONS, JOAN B. a/KIa SIMMONS, JOAN BOYD
IAII p,oporty lolnlly_nod with ,ho Rl,hl of SUNI.ouhlp m..1 b. dl"lo..d on S,hodulo PI
ITEM
NUMBER
DESCRIPTION
1.
1964 Ford Escort - date of death value
2.
Household Goods - decedent's apartment - date of death
value
3.
Airerican Sentinel Insurance Canpany - premium refund
4.
Susquehanna View Apartments - security deposit refund
5.
PNC Bank, N.A. - Checking Account No. 5140056493
Date of death balance
6.
AutUJTU1 Haze Mink Jacket - sale price
7.
Sterling Silver Service
WedgelroOd China
Alpha Chi Rho Ring - per Paragraph II of
decedent's Will - not in decedent's possession at
the time of death.
TOTAL Allo .nt.r on line 5, Reea
IAllac~ additional eVl" )( 11" ,h....1l mort 'pac. I, "..d.d.1
VALUE AT
DATE OF DEATH
500.00
500.00
2.11
68.00
1,274.16
, 200.00
Meemed
$
2,544.27
'uvau.., I'.UI
"TATI 0'
ITIM
NUMBER
A.
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
8.
,&J;q9j\
_.:ijll.1'fo
COMMONWIAlTH 0' PfNN'Y1VANIA
INHI!I1ANCI T.. WURN
RIIIOINT OICIOINT
SCHEDULE H ~
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES Pleal. P,ln' or Tvp.
NUMBIR
21-94-0006
SIMMONS, JOAN B. a/k/a SIMMONS, JOAN BOYD
DESCRIPTION
AMOUNT
1.
Funo,ol bp.nl..1
W. Orville Kimnel Fun\;!ral HOl1P., Inc.
The Columbarium for Mount Calvary Episcopal Church
Interment in Kirk's Garden
500.00
350.00
2.
1.
Adlnlnll',atlv. COIIII
Penonol Reprelentative Commillions
Social Security Number of Personal Reprelentative,
Year Cammilllons paid
2.
Attorney Fees .. Johnson, Duffie, Stewart & Weidner
750.00
3,
Family Exempllan
Claimant
Addre.. of Claimant at decedent's dealh
Street Addrell
City
Zip Code
Relationship
State
Probate Fees - Register of Wills - Cumberland County
,69,00
Mllc.llon,oul Exp.nl'I'
Cumberland Law Journal - advertising letters
40.00
66..08
25.00
25.00.
The patriot-Nl:lW8 Co. - advertising letters
Register of Wills - file Inventory & InherHance Tax Return
Reserve for close-out costs
TO~AL (Also .nler on line 9, Recapitulation)
(If more IPUC' II n..d.d, Inlll' additional Ih..1I of lam. cln.)
$
1,825.08
.1~,U12~IJ,+ 11.1_1 ,@'.
~', .~
" -
COMMONWIAIlH 0' "NN$Y\V4NIA
INHlllTANCf fA.x Ululi04
IfIIOINT OfCIDf"lT
ESTATE OP
ITEM
NUMBER
3.
4.
5.
6.
7.
6.
L SCHEDULE I
DEBTS OF DECEDENT,
_ MOR~GAGE L1ABLI~!E.S AND LIENS
L
Plea.. Print or Tvpe
PILE NUMBER
21-94-0006
SIMMONS, JOAN B. a/k/a SIMMONS, JOAN BOYD
DESCRIPTION
AMOUNT
1.
Connor-Rich-Kearney-Torchia Associates - decedent's
account balance not cowred by Med:l.care
70,42
2.
Harrisburg Hospital - outstanding balance on Account Number
432568829 for services IBndered 0/20/93 not covered
by Medicare.
333.70
Holy Spirit Hospital - outstanding balance on Account Number
4070330 for services rendered 5/20/93 not covered
by Medicare.
46.62
Women's Medical Assoc. - decedent's account balance not
covered by Medicare
2.71
The A. Z. Ritzman Associates, Inc. - decedent's account
balance not covered by Medicare
50.56
Grady & Ferry, P.C. - outstanding balance on Account Number
00950 for dental services rendered 10/4 & 11/30/93
92.00
Harrisburg Hospital - balance dL'e dect.'Clent I S account
IllUllber 942676714 for servict8 rLJIlJered 12/11/93 to
12/16/93 - Inpatient deductible not satisfied.
676.00
Charles Furriers - charge for storage of Mink Jacket, plus
repairs, Cleaning & glazing & insurance
90.00 .
TOTAL IAllo Inlor on IIn.l0, Recopltulatlon)
III mort rpore I. n..dld, /nllrl oddlllono/ .h..k 0/ 'am. ./...)
$ 1,364 .01
"
Inventory of the real and personal estate of
JOlIN B. SIMOlS a/k/a' J<Wl OOYD SIIMm
deceased
1. 7 - $1,000.00 White Haven Municipal Authority
Luztlrne County, ~nnsylvania - Sewer
Revtlnue Bonds - Series of 1963
Inter.est: 4 % - Matures: January 1, 2003
Date of death value, plus accrued interest
7,140 00
~OO 00
500 00
2 11
68 00
11',274 16
2lJO 00
2. 1984 Ford Eacort - date of death value
3. Household Goods - d~edent' s apartn~nt - date of dl:lath valutl
4. American Sentinel Insurance Company - premium refund
5. Susquehanna Vitlw Apart1\1ents - security deposit refund
i
6. PNC Bank, N,A. - Checking Account No. 5140058493 ~ date of
death halance
7. Autumn Haze Mink JClcket - sale price
8. Paragraph II of decedent's WHl:
Sttlrline Silver Service
Wedgel'XX'il China
Alpha Chi Rho Ring - not in decedent's possesAion at
the time of death.
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COMMONWEALTH OF PENNSYLVANIA 'l
COUN1Y OF CUMBERLAND J
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Stl:!phen B. Hl:!lbert
being duly sworn according to law, depolu and says that he :Is Executor
_ 01 the Estate 01 Joan B. Sinmons a/k/a Joan Boyd Sirnrons
late 01 2~!_ Penns,boro _'I.:,?~~_s~lp ___ , Cumberland County, Pa.. deceased and that the
wllhin Is an Inve.,ory made by _ Stephen B. Ht:!lbert , the sald_ EXt:!cutor
01 the elllire ..hte or said decedent, consisting 01 all the personal prop.rty and real estate, ucept r..1 eslat. ouhld.
th. Comnlonwe~lth 01 Pennsylvania, and that the ligures opposite each Ihm 01 the Inventory repruent II's fair valve
~s o( the dah of decedont's death.
S~rn to
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19~_
~f 1$ i;ik{ .6u'Jm~
Eucutor. a'mlnhlr..tot
stephen B. Helbert, Executor
601 Manor Road
and subscribed before me,
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NOTAIUAL S l
DIANNE lENIG, Nolary 'Pii lie
lemoyne Borough Cumberland Co,
My Commission Explros Dee. 21, 1997
,
C<Ul1p Hill, PA 17011
Add"..
Oat. 01 O..th
16th
DIY
Decarber
Month
1993
Yilt
INSTRUCTIONS
I. An Inventory mUlt be flied within three months arhr appointment 01 persona' representetlv.,
2. A supplement Inventory must b. flied within thirty daYI of discovery 01 addlllonalllleh.
3. Additlonalsheeh may ba attached 01 to personalty or really
4. S.. Artlcla IV, Fiduciarlal Act 011949.
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RECEIVED FROM,
I
m
AMOUNT
JOHNf.10N IiOnACF. A
SRD & MARKET aTREET8
fO"l
"370.E!f'
LEMDVNE PA 17043
fOlO I/ut '010 HilI
~u.J9~
REMARKS STEPHEN fl. IiELBEfH
m TOTAL AMOUNT PAID
"S7<l.ee
sa.
REGISTER OF WillS
RECEIVED B~/~~;?<~NA:~(("" ;J.j ./ jJ
(' . . I 7';:
MARV c. LEWI~l.:'';'' 'LJ.(C';:'.'('
REGWTErl Of" wII.L6 . ;! (r .
SEAL
CHECK" 11 e
,
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J RIV-1547 IX AFP (10-931*
CIlIIlOHlIULTlt Of Pl!IlNSVLYAIIU
lIE1'AATII!HT Of At:\'I:1IJf,
IlUAfAU Of INDIYIIIIlAL TAlIEl
DEPT, 110601
HARRIIIURQ. PA 1717a-OAOl
1'( ... 16'1 - 'I
ACN 101
NOTICE OF INHE_ITAHCE TAM
AFF_AISENEHT, ALLOWANCE 0_ DISALLOWANCE
OF DEDUCTIONS. AND ASSESSNEHT OF TAM
DATI 07-25-94
. FILE NO.
DATI OF DIATH 12-16-93 COUNTY CUMBERLAND
NOTE. TO INSU_E F_OFE_ C_EDIT TO YOU_ ACCOUNT. SUINIT THE UFFE_ FO_TION OF THIS FO~ WITH YOU_ TAM
PAYNENT TO THE _EGISTER OF WILLS. NAKE CH3CK FAYAILE TO "_EGISTER OF WILLS. AGENT"
REMIT PAYMf.NT TOI
HORACE A JOHNSON ESQ
JOHNSON ETAL
PO BOX 109
LEMOYNE PA 17043
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
L A-..t _..Utod
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..
i(E"Y= isiij"iX"AFin 1'0-:93"1" .Nci'r"ici" OF .INHiRiT Ailei" YAX.'A"PPRi i iiifiiir;" ,\L.rciiiA.ilei.iili...... ......___ow
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SIMMONS JOAN B PUE NO. 21 94"0006 ACN 101 DATI 07"25-94
TAM _ETUIIH WAS I (X I ACCEPTED AS FILED
I ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST . SEf. REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l Elt.t. ISuhodul. Al (11
2. Stock. end Bonda (Schedu1o II 121
3. Clcl.ly Hold Stock/P.rtn.rlhlp Int.r.ot lSohedul. CI (31
4. Nort_./Hot.. _oed.eb1o (Schedul. 01 141
I. Colh/lonk Dopo.lt./NI.o. F.rlen.l Property IS~l. EI III
&. JointlY o...od Prcporty (Schodul. F) (61
7. Tronlf.r. C Sohedul. G I (7l
a. Tot.l Au.to
.00
7,140.00
,DO
.00
2,544.27
,00
,00
ta)
9.684.27
APPROVED DIDUCTIONS AND EXEMPTIONS I
9. Funor.l Expon..I/AOolnl.tr.tl.. COlt II
Nho.llon...... Exponl.. (Soh.dul. HI (91 1.825.00
10. OIlbto/NortG_ Llebl1lUu/Llon. ISchodul. I) 1101 1 ,364.01
11. Totd _Uen. Ill)
12. Not V.lu. of T.x _.turn 1121
13. Ch.rltllbl./Ilo..rnooont.l I__"to (Schedul. JI IUI
14. Not v.l... of Eot-t. Subj.ct 10 T.x (4)
NOTEI If In ........nt WI' i..uc~ pr.viou.ly, lin.. 14, 15 Ind/or 16 Ind 17 will
r.fl.ct figur.. thlt includ. the tot.l of ~ r.turn. .......d to dlt..
3.189.09
6.495.18'
,00
6,495.18
ASSESSMENT OF TAXI
11. Aoount cf Llns 14 t.xebl. .t 6X r.t.
16. Aoount 01 Llns 14 t.xebl. .t llX r.t.
17. Frlnclp.l T.x Duo
TAX CREDITS I
FAYNE NT UCEIFT DXSCOUNT (+ I
DATE NUNIE_ INTE_EST 1-)
USI
U61
6 .495,18 M,D6 .
.00 M.lI .
(7)
389.71
.00
389,71
ANOUHT FAID
03-14"94
856040
19.49
370,22
TOTAL TAX CREDIT
BALANCE OP TAX DUE
I NTER EST
TOTAL nUE
389.71
,00
, DO
.00
. IF FAID AFTE_ DATE INDICATED. SEE _EvE_SE
FO_ CALCULATION OF ADDITIONAL INTE_EST.
IF TOTAL OUE IS LESS THAN 61. NO PAYNE NT IS _EQUI_ED.
IF TOTAL DUE XS _EFLECTED AS A "C_EDIT" IC_), VOU NAV HE OUE
A _EFUHD. SEE _EVERSE SIDE OF THIS FOIIH FO_ IHtTRUCTIOHS.I
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AEIIRYATIONI E.t,t., of ~t. dyIng on or, blfor. Deceeblr 12, 1912 ~~ If env futuro Jnter..t In thl..tat. 1. tfln.farr" .
In PO'Hlllon or .njo~t' to Cl... . (00111tlraU benefJollrl.. of thl cMoedlnt Iltlr thl expiration of MY ..tat. far
llf. or fnr y..r., the C~.lth hereby Ixpr...lv r...rv.. the rllht to appr.I.1 end ...... tran.f.r Inherlteno. TaM"
at thl 1.ful Cl.n I (coll.tarIU nt. ~ InV IUd't future Intar..t.
PIJRlIOSE 01'
MOntE I To fulfill thl rlqUlr..."h of SectJon 2140 of the InhtritlnCl' n E.tlt. TIIM Aat, Aot 22 of 1991. 72 P'.',
SooUon 2IU,
PAYtEHTI Detach thl top portion of thll NoUCI end '1bI1t Nlth your PIYllnt to the RltSllht.r of Willi prJntld on the rtvlrN IJ..
..!tok. ._ or oonoy ordor p.....I. to, REaISTER OF NILLI, AIlEHT
AU P.vwentl reoalveet shall fJr.t blapplJad to InV Int.r..t NhJch ..v bI drJt Nlth InV r...lndlr epplJed to the tlX.
REI'UtO (CR)I A rthnd of . tllC credit, Nhlah WI' not r.....tld on thI T.lC A.turn, ..v bI taqut,tld tty COtIpllUntI an "AppUeaUon
far Aefund of Pennlvlvanla InherltlnC' and Elt.ta Tax" (REV-l!I!). Applta.1Ion. .r. IVllllbl' .t thl Offlal
of thl AltSllhtlr of WIUI, MY of thl 25 AlvlOUe Dbtrlot Offia.., or by cIUI,. the 'f*llll 24-hour
InlNlrlna ..rvlol nuablr. for for.. orderJngl In penn,vlvant. 1-'00-562-2050, out.lda Penn.vlvanl. end
within 1...1 Horrlollurl".. (717) 717'1094, TOO' (7171 n2-2252 (Ho.rl"" 1"".lrod Ilnly),
OIJECTlOHII MV party In Inter..t not ..thUed NJth the eppr.h...,t, l11oN.-w:1 or dlt.UowtnClI of dIduotlon., or ...........t
of tllM (JnolucUng dltt'otI'lt or Int.r..t) I' .hown on thlt Hotiel ",.t objeot wlthJn .hctv (60) din of rlGllpt of
thl. MoUct bv.
.-Ilrltttn prot"t to the PA Depart..", of AIVIOUe, Board of APPtlh, DEPT. 211021, Hlrrllbura, PA 17121-1021, OR
..~.leatlon to MY, the ..Ulr detlralned lit audit of the ItOcount of the par.anal rlpr",...t.Uvl, Oft
........1 to thl Orpfw1.' Court.
AOIUN
IITllATlI/l!
CORRECTIONS I FIOn.l .rrOrt dhoovlrld on thlt ........,t should be IIddr.ued In wrltlnt tOI PA o.p.rt....t of AevltJUl,
IUrllU of Indivlduel TIXI., ATTNI POlt A......-nt RIVII.. unit, DEPT. 2'0601, ~rrJtbur., PA 111"-0601
Phone (111) 7'7-6501. SN P... S of thl bootel,t "In.trUCItlon. for Inheritance TlI( Alturn far. RuldOnt
Dta~tH (REV-1S01) for an Ixplanatlon of IdIlnl.tr.tlvllv correctabl. .rrorl,
If any tllC due 1. plld within thrH (5) alllndtr lIORth. Iftlf thl dtotdt::1t'. IJNth, . flva percIOt UX) dllClOUnt of
thl tIX paid 11 Illow.d.
OllCllUIlT'
INTEIIl(IT.
Int.r..t It nrted bltlnnlne with first dav of dellnquencv, or nlna (9) IlOnth. Ind on. (1) de, frOll ,thl dlt. of
dNth, to thl cA.tl of PIVMnt. TIM" Nhlch btc.. delinquent tMfor. Jenuarv 1, 1912 bltr Inter..t at thl ,..ta of
.ht (6~) "ralnt per ..,.,. c.lculltld .t . chillY rlt. of .0001"'. All hlC.. Mhlch blO... dtlinqvent on Mld .ft.r
JlnUlry 1, 19'2 will bI.r Intar..t .t . r.t. which Nll1 varv froe calendar VI.r to aalendar y..r with thlt r,to
ennounotd bv thl PA o.,.rtaent of RlvlnUI. Th' eppllalbl, l"tlrlQt r.t.. for 1912 through 1994 .rll
~ tnterllt Alt. DllhI Int.r..t Factor ~ Inter..t A.t. DillY Int.r..t FHtor
1912 20X .00054. 1916 lOX .000274
1915 16X .000451 1917 9l .000247
\114 IU .000501 1911'1991 m .000101
1915 I!X .000556 1992 9l .000247
1995-1994 7l ,000192
--Intlre_t II allaul.tld .. fol!ow'l
IHTEllElT . IALANCE aF TAX UlIPAIO II HVIlIIEIl OF DAYS DELINQUENT II DAILY IHTEllEllT FACTOR
~-Anv Notlcl 1..UId Iftlr thl tlM becott. delinquent will r,flHt '" Int.r..t aelauletlon tQ flft"" (15) d.v.
bivOf'd thl atl of thl ......-nt. If Plvwant 1. ... Ift,r thl Intlre.t O~tlt1on dlte lhottn on thl
Notto., Iddltlonel Inter..t lU.t be a.loulatld.