HomeMy WebLinkAbout95-00559
I)ETITION FOR PROBATE and GRANT OF LETTERS
I::s/Ute of tJIlJA1Jl m, C;;LUc:.<(e~ No, d / - 95"- 557
also k//oll'// as To:
RegiSler of WilL\.fnrJlJ[
~ d COll"ty of CuMBtR AND ,'n Ihe
Cj ,t;{'ealJ' '
Social Semrity No. L In - j L\ - 0 _':1 ':, Commonweahh of Pennsylvania
The pelltlon of Ihe undersigned respeelfully represenls Ihat:
, Your peli!lon~r(ll, who Is/_ 18 yeurs of age or older.~I\ Ihe exeCUIQ.!>.
In Ihe laS! w,lI ollhe ahoyc deeedel1l, daled Oc~,()h<2!t 2"') )
and codlcil(s) dilled .
n'!!J1S!!
,19~
(rotale rC'lcllml drL"lIlmlnncc~. c.l;. r~'lIlllh::jallc)ll. d.:alh of c'cclltor. CIC.)
Decendelll was domiciled al death in "IV;!)_ Counl.Y, Penns Ivanla, with
h eR _laSl family or~ipal residence at ? S" "# c
Cf\Q/...\<;.!-1-" '-~:t. '
. ., (1i~Il\lrCCI. Ilumber Illu.lIlIIIIlI,:ipalil)'}
Deeend,erl.lhen ') L year! of age, died .:t lll~ L./ / ' 19 q So .
nt ___HcLp'jllll ,'.- ~s:y.1'l"l L ()J:i)lY~ ILl ,
Excepl as follows, decedelll did oot marry, was not' <!ivorced and did aol have a child born or adopted
after execulion of Ihe will offerad for rrob'lle: was nOllhe victim of a killiog and was never adjudlcaled
incompelelll:
Decendel1l ut dealh owned properlY with estimmed vulues as follows:
(If domiciled In Pa,) All personal properlY $ ~.s::o, 00
(If nOI domiciled in Pa,) Personal properly in Penns)'lyania $
(If Ill" domiciled in Pa,) Personal properlY in CounlY $
Vnluc uf real ~slatc in Pcnns\'lvl.lnia $
shuntcd as follows: .
WHEREFORE, pelitionerls) respeclfully rJ:<jlleSI(S)r,he probllle ol "Ie last will and codicil(s)
presenled herewith aod Ihe gral1l of lellers__h9S 11".1\'" ....IT AI:: I
IIC\lnIllCllllIrY; IHlminl\lraliOl' c.I.n.; ndmlni!ilTBllon d.h.n.c.I.II.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ,
COUNTY OF CUMBERLAND ::;s
The pelitioner!s) abo\'e-named swear!s) or affirm(s) Ihallhe slalemenls in Ihe foregoing petillon arc
11IIe allll correcl 10 Ihe hesl 01" lhe knowledge and heliel" 01" pelitioner(s) and Ihal as personal represen-
Iali\'cls) of Ihe aho\'e decedelll pelilioner(s) will \'ell and '!uly admi '""t the eslale according to law,
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No. 21 - 95 - 559
Estate of
ANNA M SWEGER
. Deceased
DECREE 0..' PROBATE AND GRANT OF LETTERS
AND NOW JUL Y 27. 19~, In consideration of the pellllon on
lhe reverse side hereof, sallsfaelory proof having been presenled before me.
IT IS DECREED Ihat Ihe Instrument(s) dated DCTOBER 27. 19B8
described Ihereln be admllled to probale aad filed of record as Ihe lasl will of
ANNA M SWEGER
TESTAMENTARY
WILLIAM L SWEGER
and Lellers
are hereby granled 10
?J?r(}.YLn lR,i!}d1lfl'!1.
R<BI.,,, or WI~. (J
MARY C. LEWIS
FEES
Probate, Lellers, Ele, ",...". $
Shorl Certlfieales(3) " , ,.', ,., $
Renunclallon """....,.'.,. $
X-Pages
JCP
25.00
9.00
ATTORNEY ISup, CI, 1.0, No,)
$
TOTAL _ $
JULY 27. 1995
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M~~~et~r~~~~o Executor on 7-28-95.
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LAW OFFICES OF
STEPHEN J. HOGG
135 N, HANOVER ST,
CARLISLE, PA 17013
..... ~ .
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WILL OF
ANNA M. SWEGER
I, Anna M. Sweger, of Carlisle, Cumberland County, Pennsylvania,
declare this to be my last Will and hereby revoka all prior wills
and codicils.
1. I direct that all my just debts, funeral expenses, grave-
marker and administrative expenses shall be paid from my residuary
estate as soon as possible after my death.
2. I direct that all inheritance, estate, transfer, success-
ion and deatn taxes of any kind whatsoever which may be payable
by reason of my death shall be paid out of my residuary estate.
3. I direct that my entire estate be divided as follows:
A. Should we still owe any part of our IBM Credit Union loan
I took out with my son, William L. Sweger, I direct that
he be paid in full for any part thereof which he has paid.
B. My son, William L. Sweger, shall be paid the sum of $675.00
for expenses he paid in regard to my husband's funeral.
C. I direct that the rest of my estate, of whatever nature
and wherever situate, shall be sold and the proceeds div-
ided equally among my four children, William L. Sweger,
Paul E. Sweger, Mary Ann Murray and Benjamin R. Sweger.
O. Should any of my children predecease me, I direct that
that child's share shall lapse and my estate be divided
among my surviving children.
4. I appoint my son, William L. Sweger, as Executor of this
my last Will. If he should predecease my or cease to act in such
capacity, I name my daughter, Mary Ann Murray to so serve.
5. The Executor of this Will shall have the power to distri-
bute my estate in kind or in cash, or partly in either.
6. I direct that no Executor acting under this Will shall
be required to enter bond in any jurisdiction.
of IN g~EREOF,
I have hereunto set my hand this ""'2710 day
, 1966.
fhn,. ~ J-uu-<- cfW
Annna M. Swe e1"
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The preceding instrument consisting of this and one other
page was on the day and date hereof signed, published and de-
clared by Anna M. Sweger 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 hereto.
~Q\)~~o-t1
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LAW O"ICES OF
STEPHEN J. HOOG
135 N, HANOVER ST,
CARLISLE, PA 17013
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ACKNOWLEDGEMENT
Convnonwealth of Pennsylvania
County of Cumberland
1, Anna M. Sweger, the testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified ac-
cording to law, do hereby acknowledge that 1 signed and executed
the instrument as my last Will; and that 1 signed it willingly
and as my free and voluntary act for the purposes therein expressed.
S5
a~a- '>);1 ~v-e~
Anna M. Sweger 0
Sworn to or affirmed and ackno~edged before~~Anna M.
Sweger, the testatrix, this '77 day of t'. .~. 1988.
~TtPIlEH J. HOGG, UOlMY PUBLIC,
MY Commission E.plre. JUlI' 19, IUt9
I:orl~I.. PA Cumball'nd CoulIly
AFFIDAVIT
Convnonwealth of Pennsylvania
County of Cumberland
ss
We. "PA.,sy A. Dt\IIIP50J and bll'110 S, MIL~E~
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 the testatrix sign and execute
the instrument as her last Will; that the testatrix signed will-
ingly and executed it as her free and voluntary act for the pur-
poses therein expressed; that each subscribing witness in the
hearing and sight of the testatrix signed the Will as a witness;
and that to the best of our knowledge the testatrix was at that
time 18 or more years of age, of sound mind and under no constraint
or undue influence.
12fl"h:2A-
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CWt~h'-'
Sw n to 9,r affirmed and~cribed to before me by witnesses,
this '27 of day of Or/Uve.-, ~ 1966.
LAW OFFICES OF
STEPHEN J. HOGO
135 N, HANOVER ST,
CARLISLE, PA 17013
STCI'iiril j, I:OG'":, llOTi,HY FU:JI.lC
M> "('l1Im.ultin L::VIIl:5 June 19. 1'38J
!:A/lisl.. 10,; cumwrl.nd Co.nlP
.,
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent I IhUN(}JfJ, SW~..ert
Date of Deathl :rWl-le L\ \ \<~9 ~
Will NO.~\-OO$r Admin. NO..-JJ'qS--Ossr
To the Regislerl
I certify that notice of beneficial interest required by
Rule 5.6 (a) of the Orphans' Court ~Rules was served on or mailed to
the following beneClciaries of the above-captioned estate on
A,^6{~~,I(), ',\Cj" I
Notice has now been
Rule 5.6(a) except
AI,
Date I II J , }9S"
given to all persons entitled thereto under
"'-
Signature
Name \AJ:lll~ S;WE'CJftl..
Address ~ ~D
_,ryOSS-
Telephone.Q111 ~ql)-g) bS
Capacity I ~ Personal Representative
Counsel for personal
representative
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"".....,,,. ~~ REV-1500
'~~SYLVANIA INHERITANCE TAX RETURN
DEPARTMENT Of REVENUE
HARRI DE:T~\ . RESIDENT DECEDENT
DfCEDENTSH.WE(V.ST,fIRST,N.:JIoIlOOlE lNT1Al1 ""'.liIrit*X1b""....WO'OI
stuE6-ef? IlNNI1 Ill.
DAlE OF DEATH
L{ - 03 9 S 0 fo I 0 I I 9 9 S / 01/ SI t
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Under pen.. 01 per1ury, I decI.n thalll\ave utmned #lIIretum,lncIuding ICCOI'll*lJU'llllCheClultl ~ ltatementl, WId ~ lie bMl of my ~ n bell8f, it is true, corrrd rid ~ 0edM1bCWl ('If
prepaer o\hcf
than Ihll DfIBOnIl MOI'MMtMlve Is based on a1llnlnrmabon oIVltlidl MlOIffll' hIlS MW knoWdoe
~'GNATl.II1E OF PERSON RE OR FILING RETURN ADDRESS 'I' I
w&.l)< . UWc .?b Ull7D\JP .Ii f2.
SIGNATURE OF PREPARER THER THAN REPRE ENTATIVE AOCRESS
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&OClAL SECURITY ~R
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THIS RETURN MUST BE FILEDIH OOPUCATE WITH THE
REGISTER OF WILLS
Ic{fo-
(IF N'PUCABlfl SlIMVING SPOUSFSH.Wf (LAST. flRST,JnJ "'DOlE INTWI &OClAI. 6ECURI1Y Nl..N6ER
o 1.00001na1R.lum 0 2,Supp~menIaIR.lum D3"Remalnd.rR.lum'.............II.,un
o 4, UmI1ed E.lale 0 4a, Future Inleresl Compromise 1".- ...1I.,,.n 0 5. Fad.rel E.lale Tax R.tum Raqulred
UlIS"DecedenICIadT"lalel""""'.WI) 0 7,Deced.nlMailllalnacl.Living T",.I_"'.'NllI _ e.ToIaINumberolSal.DeposKIlox..
o 9, LItIgation PlllCll<ld.Recelvad 010, SpouseIPov.rtyCredKI........_II.ll." ",,'"'" 0 II, EIedIon to lax und.rSec. 9113(A)-" '"'0,
THIS SECTION MUST BE COMPLETEO, ALL CORRESPONDENCE AND CONFICENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
""" " \ '{> rc W<PlETW~LL/I}~ S:\'''),i'~~rt
f1Rll....... ~_I z.~ 'Pf1TTC)I\l reI) r:J.
m{(~\JlcS,~l.(eG-J /-11 ''70~
C' -'j.'
1, R.al E.lal. ISchedu~ A) II)
2, SIodIs and Bonds (SChedule B) (2)
3, CIosaIy Hold Corponrtion,partn.lShlp or So~.proprtetorshlp (3)
4, Mo!1gI19" & Notes Receivable (Schedu~ C) (4)
5, Cash, Bank Deposi1s & MisGeRaneous P.l1Onal Property (5)
Z (Schedule E)
0 6. Jointly Ownad Property (Schedu~ F) (S)
5 7, Inler.VIvos Transf.rs & Mlscellaneou. Non.probal. Property (7)
E (Schedule G or L)
e, TolIl Groll AII.1s (tolal Lln.. 1.71
~
0 9, Fun.rel Expenses & Admlnlstratlv. COSIS (Schedu~ HI (9)
w
0: 10" CoblS of Decedont Mortgll9o Llabllltle., & L~n. ISchedu~ I) (101
11, TolIl Coductlonl llOlal Lln.. 9 & 10)
3 ,S"0 0 . .2 t.j
(e)
1/,594.00
3,5lPO.~Lj
111)
(121
(13)
J/., 594.00
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12, HelValu. 01 Ellltl (Un. e mlnu. Line 11)
13, Charilab~ and Govommenlal Baque.tslSee 9113 T",.IS forwhk:l1an olectlon 10 lax ha. nol been
mad. ISchedu~ J)
14, Hot Valul 6ubjecllo Tn (Line 12 mlnu. Une 13)
15, Amounlollln. 14laxable
al!he spousal lax rele " X ,0
See InstnJdion. on rave... .lda lor appllarb~ percenlll9.
IS. AmounlotU.. 14laxable
a16'!1 rale x "06
\7, Amounlolllna 14laxable
al1.'!Irate x ,15
Ie. Tax Due
19,
fb
(14)
/,033.?ra
(15)
(IS)
1\7)
(Ie)
CATE
10 /~& jqt'},
CATE
Decedent's Com lete Address:
STREET ADDRESS
CHV
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,
Tax Payments and Credits:
1, Tax Due (Paga 1 Una 18)
2, CredltslPa)ments
A, Spousal Poverty Credit
8, Prior Paymanls
C,Dlsoounl
(1)
a.
\
Tolal Credils ( A - 8 - C ) (2)
3, InteresllPenally If applicabla
D,lnterest
E, Penally
TotallnleresllPenalty ( 0 - E ) (3)
4, If Ilna 21s greater than line 1 -line 3, enter the difference, This Is the OVERPAYMENT.
Check box on Plgl 1 Unllg to roqUlltl ..fund (4)
5, If line 1 -line 31s grealer lhan line 2, entar the difference, This Is the TAX DUE. (5)
A. Enter thalnlaresl on the tax due, (SA)
8, Enter the lolal of Une 5 - SA, This Is the BALANCE DUE, (58) C\(
Maka Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1, Old decedent make a transfer and: Yes No
a, retain the use or Income of tha proparty tranaferred; ..,........,....,........................................,.., 0 ~
b, retain the right to designate who shall use the property transferred pr Ite Income; ............,.., 0
c, retain a reversionary Inlereat; or..,......,......................................................,........,..,......,....,.... 0
d, receive the promise for life of either payments, benefils or care? .............,.........................., 0 [2f
2, If death occurred on or before December 12, 1982, did decedent wllhln two yaars
preceding death Iransfer property wlthoul receiving adequata consideration? 11 death occurred
aner December 12,1982, did decadanttransfer property wllhln one yeer of daalh wllhout
receiving adequate consideration? ............,........,................................,............,............,............, 0 I1Q
3, Old decedent own an .'n lrust for" or payable upon dealh bank accounl or securlly
4, ~\:I~a~e~:~~::~:~'i~di~id~~';;~il;~~'~~'i'~'~~~~i:'~~~~ii~:'~;'~ih~;'~~~:~;~i,'~'i~"~;~~~rt~?:::: 8 ~
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P,S, ~9116 (a) (1,1) (I) provided for Ihe reduction of the tax rale Imposed on Ihe nel vatue of Iransfere to or for Ihe use of Ihe
aurvlvlng spouse from 6% to 3% for datea of daath on or aner July 1, 1994 and bafore January 1, 1995,
72 P,S, ~9116 (a) (1,1) (II) provided for Ihe reduction of the rate Imposed on the net value of tranafara to or for the use of Ihe surviving
spouse from 3% to 0% for dates of dealh on or anerJanuary 1, 1995, The atatute does not exemDtatranafer tD a aurvlvlng apouse
from lax, and Ihe atatulory requirements for disclosure of assels and filing a tax return a;e sllll applicable even If the surviving spouae
Is Ihe anI)' benaficlary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Pleasa answar the following question by placing an .x. In the
appropriate space,
Old the decedent create a truat ~mllar arrangement which Is eolsly for the surviving spouae's beneflt for his or her entire
IIfetlma? Yes 0 No.l*l
If you answered yes to the ebove question, the tax on the lrust or similar arrengemenlls postponed unlllthe death of the second
spouse, at which time 11 will be fully taxable at the rate(s) applicable to the remainder beneficlary(laa), Enler the value of the trust on
Schedule J, Part II, In order to remove 11 from Ihe calculation of Ihe lax due In thla eslate, You may wish to file Schedule 0 In ordar to
make the election available under Section 9113, If the election Is made, the lrusl or similar arrangement Is taxed In the estate of the
firsl decadent spouae, the portion of the trual or almllar arrangement which benefila Ihe surviving spouse la laxed at Ihe zaro tax rate,
and Ihe remainder Is laxed ellhe rele(s) applicable to the remainder beneficlary(les), If you choose to make the election, you must
aUach Schedule 0 to a timely. filed tax relurn, along wllh Schedule(s) K and/or M In order 10 show the apportionment of Iha lrusl or
slmller arrengamant between Ihe aurvlvlng apouse and the remelnder baneficlary(les),
-
'l"l~O.'U. 1'.171
SCHEDULE E
CASH, BANK DEPOSITS AND
COMMONWfALTH OF 'fNNSYlVANIA MISCELLANEOUS
'NH.II~l:I'l.c,'.:tMC.V.H PERSONAL PROPERTY
ESTATezt
/lJ III It m ' c::; WEC7f:::7(
(All prop.rty lolntly..own.d with Ih. RIght 0' Survlwuhlp mutt b. dllclol.d on 5thldul. ')
ITEM
NUMBER
.
Ploolo Print or T 0
FilE NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
I
F/JR..'V'~/; JI1J Q-<;: &D,Df.I.:r,;St'R, YJFI1 I ;~/..el':c./t/;. i;a:;o, 00
TV
:2.
/9g;;;. FOR)) f~(lT 1000,00
3
FIJRn}t12 Ti?U~T W,Ch2c.K.II\)(rA:s.T1 '6 J 304?2-6g?& / 600, r;l. V
I
!
TOTAL Also onter on lino 5, Roco lIulollon
IAllach additional 8~H :IC UH ,h.."If more 'pac. It n..d.d,l
,
-''''','''0' '*
COIAMOIM'EAlTH Of PENNSYLVANIA
INHERlTANCl! TAX RETURN
I
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE O~
IV IV It
117.
WFX,,-Tf( ,
FILE NUMBER
Dtbtl of decedlnt mUll be rwportld on Schedulll,
ITEM
NUMBER
A,
~ I-/S,-/9. 00
I,
DESCRIPTION
FUNERAL EXPENSES:
E').!)IIUtr 73120THE~Si1UiJeRAJ..I-b/'}lG"
tf}-ID 0/Z?/10 O~ -fl-l(rf2'l
AMOUNT
B, ADMINISTRATIVE COSTS:
I. PIfIOI1III R_lItIve'. ComrnIssIont
NI/1lO of PenonaI R.pmenlltlve (I)
SocIal SoaJrtty Numbe~.) t EIN Numbetol PIfIOI1III RopnlSllnlltlve{l)
S_Add....
CIIy SIIIa ZIp
y..~.) CommIssion Paid:
2, Allomey Foes
3, Family exemption: III _.nr. add,... b nollhe oame os clalmanr".1Iadl oxplanalloo)
Clolmanl
SIJeeIAdd....
CI1y Stale ZIp
R.lolJonshlp 01 Clolmanllo Ilecedant
4, Probata Foes ? /2 'Jt?'5" 'I'S',OO
5, Accountanr. Foes
6, lox R.lum Preparel. Foes
7,
TOTAL (Also enler on line 9, Recapllulallon)
(If more space Is needed, Insert addlUonalsheels of the same size)
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LAw OFFICES OF
STEPlIEN). HOGG
13S N, HANOVER ST,
CARLISLE, PA 17013
,....-"""'...',--
W ILL OF
I\NNI\ M. SWEGER
1, I\nna M, Sweger, of CarlIsle, Cumberland County, Pennsylvania,
.
declare this to be my last Will and hereby revoke all prior wills
and codIcils.
1.
marker
estate
1 dIrect that all my just debts, funeral expenses, grave_
and admInistratIve expenses shall be paid from my reSiduary
as soon as Possible after my death.
2. r direct that all inheritance, estate, transfer, success_
ion and death taxes of any kInd whatsoever which may be payable
by reason of my death shall be paid out of my residuary estate.
3. I direct that my entire estate be divided as follows:
A. Should we still owe any part of our IeM Credit Union loan
I took out with my son, William L. Sweger, I direct that
he be paid in full for any part thereof which he has paid.
B. My son, William L. Sweger, shall be paid the sum of $B75,OO
for expenses he paId in regard to my hUSband's funeral,
C. 1 direct that the rest of my estate, of' whatever nature
and wherever situate, shall be sold and the proceeds div-
ided equally among my four children, William L. Sweger,
Paul E. Sweger, Mary I\nn Murray and Benjamin R. Sweger.
D. Should any of my chlle/ren predecease me, I direct that
that child's share shall lapse and my estate be divided
among my surviving children,
4, I appoint my son, Willlam L. Sweger, as Executor of this
my last Will, If he should predecease my or cease to act in such
capacity, I name my daughter, Mary Ann Murray to so serve.
5. The Executor of this WIll shall have the power to distri_
bute my estate in kind or in cash, or partly In either.
6. I direct that no Executor acting under this Will shall
be required to enter bond in any JuriSdiction.
1'1
IN~ITN~"WHEREOF, r have hereunto set my hand this "'27 day
~ ,1988,
of
~
Lhmq ~ JAL<-~
Annna M. Swe et'
STATE OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SHORT CERTIFICATE
I, MARY C. LEWIS
Register for the Probate of Wills and Granting
Letters of Administration &c. in and for said
County of CUMBERLAND do hereby certify that on
the 27th day of Julv A.D"
one thousand nine hundred and ninety five.
Letters TESTAMENTARY
estate of SWEGER ANNA M
luA~~, r!K~~, M!UUu~)
in common form were granted
said County, on the
, late of CARLISLE
by the Register of
BOROUGH
in said county, deceased, to
WILLIAM L SWEGER
luA~~, r!K~~, M!UUu~)
and that same has not since been revoked.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of said office at CARLISLE, PENNSYLVANIA, this 27th day of July
A.D., one thousand nine hundred and ninety five.
File No. 1995-00559
PA Flle No. 2195-0559 /,' t/) .
Date of Death 06/04/1995 7~)1.uf(J /'A'1;/lI'O/I"'Jt-fJ}/(fidJtl:~" Register
196-14-0395 (j U (j
NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL
WHEREAS, on
dated October
was admitted to
Register of Wills of CUMBERLAND County, Penn8ylvania
Certificate of Grant of Letters Testamentary
No. 1995-00559 PA No. 2195-0559
ESTATE OF SWEGER ANNA M
\ J..1\::i'!', ~ !K::i'!', I'UUU!.'" I
Late of
CARLISLE BOROUGH
~UM~~K~ANU ~uun~'r,
,
Deceased
Social Security No. 196-14-0395
day of July
the 27th
27th 1988
probate as the last will of SWEGER ANNA M
(J..A::iT, ~!K::iT, M!UU!.'"I
19~ an instrument
late of CARLISLE BOROUGH
4th day of June .!12.2. and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, MARY C. LEWIS , Register of Wills in and for
the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to WILLIAM L SWEGER
who ~ duly qualified as Executor(rix)
and ~ agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF,
of my Office the ~ day
,
CUMBERLAND County, who died on the
I have hereunto set my hand and affixed the seal
of JUly 1995.
'!lhrf (UU?.w.lMI)l/llffi~.
I 'I I 1 I 1111 1u1)' 1iI1,,1 wirh flU' i'\
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1111 ,II HI'J~hll.1I Till III i_l~ill.1 II III Ii .111
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2997291
. JUN, 7, 1995
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COMMQUWEAlTfI OF PE'INSYlVAIlIA. DEPA"T"'E'" OF UrAL"," VITAl-REcanos
CERTIFICATE OF DEAHl
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D AA 082127 COMMONWEALTH OF PENNSYLVANIA
NO. . DEPARTMENT OP REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
UV-lIt1lll"."1
".~
RECEIVED FROM:
i
ACN
ASSESSMENT r:t
CONTROL Ii:II
NUMBER
AMOUNT
MARY J LEIBFRIED
409 PAWNEE DRIVE
'(;;>,,,.:083
~::>'i.\.'V
MECHANICSBURG, PA 17055
-
ESTATE INfORMATION,
eI filE NUMBER
g 21-1995-0559
eI NAME Of DECEDENT IlAST'
1;,1 SWEGER ANNA M
II DATE Of PAYMENT
B POSTMARK DATE
COUNTY -l--PT5
CUMBERLAND
DATE Of DEATH
- 'OIOH,.,
SSN
IFlRST)
TAXPAYER
m TOTAL AMOUNT PAID '54.00
CW
RECEIVED BY 11?.I'J/J.d /1, ~,
'---7~..h l..t:/f/IAJ
MARY C. LEWIS d.O~jL,'
REGISTER OF WILLS --~.
REMARKS
MARY J LEIBFRIED
SEAL
CHECK II ~412'
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U' "'.-.'AA.' ...,08.2.1.2.7. , COMMON..WEA.LTH O.F PENNSYLVANIA .
N.,e- ' ." '.' ,,' . IDIPARTMINT 0' RIVINUI " .
f~~'~Ii\U" .' "..'..., OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
.
.' .
... .
RECEIVED FROM:
I
ACN
ASSESSMENT P:'I
CONTROL ~
NUMBER
AMOUNT
MARY J LEIBFRIED
409 PAWNEE DRIVE
90141!08S
.:34.00
MECHANICSBURG. PA 17 ~~
1
'OIDHflf;
ESTATE INFORMATION,
f:II filE NUMBER
~ el-199~-0~~9
I!:I NAME Of DECEDENT lLAST)
1;,1 SWEGER ANNA M
II DATE Of PAYMENT
EJ POSTMARK DATE
COUNTY
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
'~4.00
CW ~
RECEIVED BY ?rto/Uk. fl, /'~1.LU# '. i
~ ~tN.~ ~(' /1tlJ;.J!
EGIST 0 L MARY C. LEWIS .I, . 'I
\ R ER F WI LS ~, ,RE~I STFR OF ~.I LLS ;J.:irfll'q-" I
_,,__,___ _ .....J-..J____ _ __,____ ~_ _;_ '-'-_4,_ _......._ _"___ _ ___,~___~...,.. _--;---:-
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MARYJ LEIBFRIED
SEAL
CHECK" 3412'
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
IHttERITANC[ TAX DIVISION
DEPT. 110601
HARRIsBURG, PA 1'IZI-0601
NOTICE OF INNERITANCE TAX
APPRAISE"ENT, ALLOWANCE DR DISALLDWANCE
OF DEDUCTIONS AND ASSESS"ENT DF TAX
WILLIAM SWEGER
26 PATTON RD
HECHANICSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-27-98
SWEGER
06-04-95
21 95-0559
CUHBERLAND
101
Allount Re..! tt.d
PA 17055
c...
*'
II,.IIUU ". ,,,.,"
ANNA
H
MAKE CHECK PAYABLE AND REMIT PAYHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
if{Y:isW-iif-Kiip--ni9---97rNcii"Icr-ciF--INHEiiii'ANCi-YAirA-PPRAIsEHEii'r.--KLi."ciwANCi-iiR'---u----nn----
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SWEGER ANNA H FILE NO. 21 95-0559 ACN 101 DATE 01-27-98
4,594,00
9. Funa,.al Expln.../Adll. Co.t.'Hhc. E)(pan... (Schedull H) U)
10. Debts/Hortg_gl Liabiliti../U,n, (Soh,dull Il ClO) .00
11. Total Deduotiona (11)
12. 'Hat Value of Tax_ R.turn (12)
15. Cha,.Uabh/Govarn...nt.l l.qua.taJ Non...llctad 9115 Tru.t. (Schedul. .J) (15)
14. Not Voluo of Eotot. SubJoct to To. Cl41
If an assBssmant was issuad praviouslY, lines 14, IS Bnd/or 16, 17 and 18
reflect figures that include the totel of 6hh returns assessed to dete.
ASSESSMENT OF TAXI
15. A.aunt of Lina 14 .t Spou..l rat. (15)
16. Allaunt of Una 14 taKable .t LinaallCl... A rat. (16)
17. AMount of Lina 14 taKable at Collataral/Cla.. 8 r.ta 117)
18. Principal Tax Dua
TAX CREDITS I
PAY"ENT
DATE
TAlC RETURN WAS' I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Raal E.t.t. ISchadule A)
2. stock. and Bond. ISchedule B)
5. Clo.alY Hald Stock/Partnerahlp Intarelt (Schedul. C)
4. Hortgaga./Nota. Raceivable ISchedule 0)
S. C.ah/Bank Oepol1t./Hlac. P.raonal Property CSchedule E)
,. ~olnUy Owned Property (Schedule F)
7. Tran.fera ISchedule 0)
a. Total A...h
I CNANGED
III
(21
Ul
141
(51
161
(7)
,00
.00
.00
,00
3.560.24
.00
,00
181
APPROVED DEDUCTIONS AND EXEHPTIONS I
NOTE I
.00
.00
.00
x .00_
X,06_
X .15.
\l81
RECEIPT
HU"BER
DISCDUNT 1+ I
INTEREST/PEN PAID I-I
AI10UNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTEI To insure proper
credit to your account,
.ubait the uppar portion
of thi. for_ with your
tax pay.ant.
3.560,24
G.r;q4 nn
1.033.76-
,00
1.033.76-
will
.00
.00
,00
.00
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TDTAL DUE IS LESS TNAN '1, NO PAYI1ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YOU "AY SE DUE
A REFUND. SEE REVERSE SIDE OF TI1IS FOR" FDR INSTRUCTIONS. I
:-.~
'...5C;
RESERVATION. E.tate. of decedent. dylna on o~ before Dac.-be~ 11, 1"1 -- If .ny future Intar..t In the ..tat. la tran.f.rred
In po.....lon o~ anjov-ent to Cl." I (coll.t.~II) bIne'IOlarl.. of the decedent a't.~ the IKPlratlon 0' any ..tat. for
II'a o~ for yaa~., ~ C~alth her.by Ixprl..I~ rl.lrva. the rlDht to appral.. and ...e.. tran.f.~ InharltlftC. Tax..
at the lawful CI... I (coUataral> rat. on an~ IUCh futu~a Inter....
PUllPOSE Of
NOTICE I To fulfill the ~aqulraunt. 0' Sactlon 1140 of thl InhlrltMCa and lE.tat. TIUC Act, Aot 21 of 1995. (71 P.S.
S.ctlon ,UD).
PAVttENTI Dltach the top portlon of this Notlc. and IUbIIIt with your payaant to the Ra,l,tar of Willa prlntad on the r.van. alde.
"-"Ma chick or IIOMY ordlr plyabla tal REGISTER OF MILLB, AGENT
REFUND (CA). A rafwMt of . tn credlt, .....Ich ..a. not rlqua.ted on the TaJC Raturn, aay ba reque..ad by cOIIPI.tlng en -",Hcatlon
for Rafund of Penn'Ylvanla Inha~ltanca and lE.tatl 'ax. (REV"ISIS). application. ara avall~l. .t the OffiCI
of the Ra,l.tar of Will., any of the ZS Ravanul al.trlct Off Ie." or by calling the ,plclal Z4-hour
an.w.rlng .arvlca ~r' for for.' ord.rlngl In P.nn,Ylvenla l.aoO-S61-Z0S0, out. Ida Penn,Ylvanla and
within loc.1 Hlrrlsburg ar.a (717) 717.1094, TOOl (717) 77Z.21S1 (H..rlng lapalred Onl~).
OBJECTIONS. Any p.rty In Intar..t not ,.tl'fled with the apprll.e..nt, allowlftC. or dl..llowanc. of d.ductlon., or ......-.nt
of tax (Including dl.count o~ Intar.,t) a. .hoWn on thl. Notlca au.t objlct within 'Ixty (60) day. of recalpt of
this Notlce bYI
.-..ritten prot..t to the PA a.partHnt of R.vanua, laird of Appa.I', a.pt. za1021, Harrisbur" PA 17121-1021, OR
.....I.ctlon to h...,a the .attar d.taralnad at audit of the acc~t of the par.Dn81 rapr..."t.tl..,., OR
"'-app..1 to the DrphM" Court.
ADttIN
ISTRATlVE
CORRECTIONS.
F.atu.1 arror. dl.covar.d on thl. ........nt .hould be addr....d In ..~ltlnD tal PA a.p.rteant of R.VInUl,
lura.u of Individual T...., ATT~1 po.t A.....eant R.vl... Unit, Dapt. 18a601, Harrl.burg, PA 171ZI-0601
PhOnI (717) 717-6S05. Saa PI.. 5 0' thl bookl.t -In.tructlon. fo~ Inhe~ltanc' 'a. Raturn for a R..ldant
Decadent. (RIEV-ISOI) for an ..planatlon of ad*lnl,tr.tlvlly cor~eot.bl. .rrors.
If any t.x dua I. paid within thr.. (5) calendlr aanth. a'ta~ the dlc.dent'. d..th, . 'Iv. paraent (SX) dl.count 0'
the t.. p.ld .. .Ilowed.
DlSCDUHTI
PlEHALTV.
Th. ISX ta. &anI.ty non-p.rtlalp.tlon penalty I. coaput.d on the tot.1 0' the t.. and lnt.r..t ..,...ad, and not
paid before Janua~y II, 1"6, the flrat day .,t.r the and 0' the ta. .-n..ty p.rlod. Thl. non-p.rtlolpatlon
penaltY is appall_la In the .... .anner and In the the .... tl.. p.rlod .. you would spp." thl tax and Int.~..t
that has bien .......d .a Indla.tld on thl, notle..
INTEREST I
lnt.r..t .. ch.rged beginning ..lth flr.t day 0' delinquency, o~ nine (,) ItOf1th, and ana (1) day 'roe the ute of
death, to thl dat. of paysant. TI... which b.ea.. d.ll~t bafor. J~lry I, I'IZ baar lnt.r..t at thl r.t. 0'
.Ix (6X) p.rcant par ~ calculated at a dally r.t. of .000164. All t.... which bee... delinquent on and .,t.r
January 1, 1911 will ba.~ Int.raat at a rat. which will vary 'r~ cal~r ~a.~ to c.lendar y..r Nlth that rat.
~td by the PA o.part-.nt of R.vanua. The appllcabla Int.r..t rat.. fa~ I'IZ through 1"1 .rll
'!!!r Int.r..t A.t. 0.11'1 Intlrast Factor %.!!r Int.r..t Aat. D.lly Inters.t Factor
I'll ..X .0005U 1917 'X .001147
1915 "X .000451 1'61-1"1 1I~ .0ausDl
1'14 IIX .00OSOI "92 'X . ODDZ47
1715 UX .nOSH 1995.1"" 7X .000191
1916 lOX .00DZ74 1"5-1"1 'X .OODZ47
....lnt.r..t I. calcul.ted a, followlI
INTEREST . BALANCE OF TAX UNPAID X NUKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR
....Any NoUc. luuad .ft.r the ta. becOH' delinquent will reflact ." Int.r..t c.lcul.tlon to flft.." US) dew.
beyond thl d.t. 0' thl ........"t. If p.ye."t is ..dl aft.r thl Int.rllt c~tetlon dat. shown on thl
Hotlc., additional Int.r..t auat ba c.lculatld.
.--
JRDIJune 30. 1992/17858
REGISTER OF WILLS
Cumberland County Courlhouse
One Courthouse Square
Carlisle, PA 17013
-"
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULFS
To: Personal Representative
Counsel:
WTT.T.T^M t. ~WF.r:F.J)
RE: Estate of ANNA M. SWEGER I Deceased, Lute of
CARI,ISLE BOROUGH
Estate No.: 2101995-559
Date of Decedent's Dea(h: JUNE 4, 1995
Pursuant to Rule 6.12, the above named personal representative or the above nalDed attorney. If
applicable. within two (2) years of the decedent's death, and annually thereafter until administration Is
completed. is required to file with the Register of Wills a Status Report as required by Rule 6.12. In
substantially the prescribed form, showing the date by which the personal representative. or attorney, as
applicable. reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court. as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representatlve's counsel. If any.
Accordingly, If the requisite Status Report is not filed by AUG. 6 . 1997, you are hereby
advised that a request will be submitted to the Court in accord3l1ce with Rule 6.12, (\ .
Date: JULY 23, 1997 '11/(u.\,L~('. 'j.';,~U_W._.p.tA,Vn~L~t
Deputy egister of Wills '
Distribution to Estate File
.
.