HomeMy WebLinkAbout96-00469
No. 21 - 96 - 4r;q
Estate of U!o E. Swiqort
, Deceased
DECREE 01<' IJ ROIl A TE AND GRANT OF LETTERS
AND NOW June 13 19~, in consideration of Ihe pctilion on
thc revcrse side hcreof, salisfactory proof having bccn prcscntcd before me,
IT IS DECREED that lhc inslrumcnl(s) datcd January 14, 1985
dcscribcd thcrein be admilled to probate and filcd of rccord as Ihc lasl will of Lee E. Swigert
and Lellers Testamentary
are hereby grantcd 10 Helen L. Swiqert
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fita.
FEES
Probate, LCllers, ElC. ......... $
Short Ccrtificalcs(l ) . .. . . . . . .. $
RCQunciation ................ $
X-pages $ b. UU
JCP 5.aO
TOTAL _ $ ~~ .00
Filcd .... ..~~~.E..1 ~,..l.~?L...........
40.00
3.00
Robert R. Black, Esq. (06267)
ATTORNEY lSup. Ct. 1.0. No.1
36 south Hanover Street
r"rli"lPr PA 170n
ADDRESS
(717) 243-3727
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\'\'1 to
21 - 96 - 469
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IA'>T WILL A'i1J 'mSTA'mNT
OF
LEE E. SWIGEr{\'
I, um E. SWIGERT, of South Hiddlcton To\\'n$hip, Clunhcrland Comty,
Pcnn$ylvlmia, declare this to hc my La$t Nill, lmd revoke lmy Will or Codicil
previously made by me.
11111 I: I dircct that all my just dehts, flmernl expenses and
administration expenscs, including 111)' gravc marker, shall bc paid from the
assets of my estatc as soon as practicablc after my decease.
I'IB-I II: I dcvise and bequeath the residue of my cstate, of cvcry
nature and wherevcr situatc, to my wifc, lIc1cn L. Sl~igcrt, providing she shall
survive me by One IImdred Eighty (180) days.
111:111 III: Should "I)' l~ife, IIclcn L. Sl~igert, prcdcccasc me or die on
or bcforc thc One IImdrcd Eightieth (180) day follO\~ing my death, I devise and
bequcath the residue of my estate, of evcry naturc and wherever situate, as
follol~S :
a. One-half to my brother-in-lm~, George R. TIlebes of Ncw
Bloomfield, PA.
b. 111C other onc-half to be divided equally UI'1Ong my ncphC\~s and
nieces, to wit: Robert H. Thebcs, David TIlcbes, Stcphen C.
Naylor, David Naylor, and Susan Naylor.
ITEM IV: I dircct that all taxes that may be assessed in conse-
qucnce of my death, of \~hatever naturc and by \~hatcver jurisdiction imposed,
shall bc paid from my residuary cstate as a part of thc eJq1enses of the
administration of my estate.
Iml V: I appoint my l~ife, IIclcn L. S\~igert, Executrix of this, my
Last Will. Should my \~ife, lIelcn L. Swigert, fail to qualify or ccase to act
as Executrix, I appoint Robcrt R. Rlack, Esquire, Exccutor of this, my Last
Will.
IIT:M VI: I direct that my Exccutrix, guardian or Trustee, or their
successors, shall not be rcquircd to givc bond for the faithful perfonnance of
their dutics in any jurisdiction. ~
IN WITNESS II1lliREOF, I have heremto set my hand this 14- day of
January, 1985.
LAW O""ICD
LANDIS ft BLACK
CA"LltLE. "I.NNIYLVANIA
.".. -. .... -~.-. .-'"
- -
111e preceding instl'lunent, consisting of this lUld one other tYPCl'll'ittcn
page, each idcntified by the signature of the Testator, Lce E. Swigert, was on
the day and dnte theI'Cof signed, puhlishcd and declared by Lee E. Swigert, the
Testator therein named, as and for his 1~1st Will, in the rrescnce of us, I~JIO at
his request, in his presence nnd in the presencc of each other, have subscribed
our nlUlles as Idtnesses thereto.
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LAw OP'"cu
LANDIS a BLACK
CANUILI:, rlHHIYLYANIA
Page 2 of 2 Pages
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55.
I mlr.\'TY OF ONllERLA'ID
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\'Ie, Lee E. Swigert Hohert H. IIlack , and
,'tV\ (d:.~'i C 9tl[,.V?(W, the Testator and the \\'itnesses, respectively
l'ihose names arc signed to the attached or foregoing instnullent, being first duly
SI'iOm, do hereby declare to the lmdersigned authority that the Testator signed
and executed the instnlment as his Last Will, and that he had signed willingly
(or willingly directed another to sign for him), and that he executed it as his
free and voltmtary act for the purposes therein e~-pressed, and that each of the
witnesses, in the presence and hearing of the Testator, signed the Will as wit-
ness, and that to the best of his knOl'iledge the Testator was at the time
eighteen years of age or older, of sound mind and under no constraint or undue
influence.
I
Subscribed, s\\um to and acknowledged before
me by Lee E. Swigert , Testator,
and subscribed and Sl'iom J:P before me br,
Robert R. Black ..liJld II.,J-l,;~r (/ t 9"f<,.,~
l'iitncsses, this //.f1P1lay of ,J,ffiuary , 19~.
~~.~d//
'7~
EDWARD l. SCHORPP, Notary Public
Carli.I.. Cumh.dond Co. A.
My Commiss;OI' Expir.. Jun. II, 1988
, LAW orF'ICCS \
' LANDIS a BLACK
=ARL1SLIl. rl:NNuYLYANIA
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'96 JUN 12 mo :05
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CERTIFICATION OF NOTICE UNDER RULE 5.6 (A)
Name of Decedent:
Date of Death
Will No.:
Lee E. Swigert
March 16, 1996
21-96-469
To the Register:
I certify that notice of beneficial interest required by Rule 5.6(a) ofthe Orphans'
Court Rules was served on or mailed to the fonowing beneficiaries ofthe above-
captioned estate on September 5, 1996.
Name Address
-
Helen L. Swigert, 110 Petersburg Road, Carlisle, Pennsylvania 17013
Notice has now been given to al1 persons entitled thereto under Rule 5.6(a) except none.
If ",Ji4Y?~ft
s'ignature -
Date:
q/>:/Jh
Robert R. Black, Esquire
36 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 243-3727
Capacity: _ Personal Representative
1L Counsel for Personal Representative
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
'OR DAns O' DIATH AnIR 12/31/9\ CHICK HIRI
I' A SPOUSAL .
POVIRTT CAlDIT IS CLAIMID [J
.iil NUMBER--.--.n n.________
0469
YEAR
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21 - 96
COUNTY CODE
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COMMOHW1Al1H Of P1HH~n\lAWA
01PARIM1NIOf R(\I(HU(
Of PI 280bOl
H.A~R!~~UR~~ PA ,1_!.1}_8~~.1
D(CIDINI ~ UAM( ILAlll. 'I.!>I. ...t~O MIDDn Iwl.,l'1
Swigert, Lee 1;.
'O(~~~~~;i~~-~~~--'-'-J,~;~~;,~~-ur~i/~~'/,~;~ ".
PI~;U;;;~~i;;;i-;l;\i-i-;-"!A"D-;;pol-'-;';-;::;'i1-----I'"O<"l',jCiJ','-i"u,,;,'
Swigert, Helen L. _______ ~~~-1.!3-6B~4.f1_
~ 1. Original Relurn [] 2. Supplemenlal Relurn
o 4. limited E'late [] ~a. Future Inlere,1 Compromise
{for date, of death oher 12.12.82)
~ 6 Decedent Died Te'tale [] 7. Decedent Maintained a living TrUll
IAtloch copy of Willi (Allach copy of Tru'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD aE DIRECTED TO.
NUMBER
llt(llllut'!, COMP1IH AOOI'll!>
119 Petersburg Hood
Carlisle, PA 17013
(0""'( Cumberland
~ - AMOU'II .1-(1....1-0 l~l(I~~TlUC110N!>1
15,127.14
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r'13,
[] 5,
.Q.. 8 Tolol Number 01 Safe Depo,it Bo",,'
N,lMf
COMPltll MAlLlNG AOORU!I
Remainder Relurn
(for dale' 01 dealh prior to 12.13.821
federal E,tate Toll. Relurn Required
36 South Hill10ver Street
Carlisle, PA 17013
Robert R. Black, E~
IH(PHONf NUMIl_
I 717 I 243-3727
(11.-, ____0.00....--
(21.2,30.1.7.7-.--
(3) ,__.__.__ a.OIL ___
141 _.._...' 0,_00.___ ____
(51 .. _..__ 0.00
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I. Reol Es'ole (Sthedule AI
2. Sloch and Band, ISchedule BI
3. Clo,ely Held Stock/Partnership Intere,t (Schedule q
~. Mortgage, and Nale' Receivable (Schedule D)
5. Cosh. Bonk Depo,ih & Miscellaneou, Personal Properly
(Sthedule E)
6. Jointly Owned Properly (Schedule F)
7, T,o"le.. (Sthedule GI(Sthedule l)
8. Tolal Gron Ane" (Iotolline, 1.71
9. funeral Expense,. Admini,trotive Co,". Miscellaneou'
Expen,e, (Schedule H)
10. Deb". Mortgage liabililie,. lie", (Schedule I)
11. TOlol Deduclion' (tololline, 9 & 101
12. Net Value of E'tale (line B minus line 111
13. Charitable and Governmental Beques" (Schedule J)
14. Nel Value Subjeclto Tall lline 12 minus line 131
15. Spou,al Tronders liar dote, of dealh oher 6.30.94)
See In'tructian' for Applicable Percenlage on Revette
Side. (Include value, horn Schedule K or Schedule M.l
16. Amount of line 14 laxoble at 6% role
(Include value, from Schedule K or Schedule M.)
17. Amount of line 14 laxoble 01 15% rote
Ilnclude value, from Schedule K or Schedule M.I
18. Principal tOll. due (Add loll. from line, IS, 16 and 17.)
19. Credih Spou,al Poverty Credit Prior Paymenh
Dinounl
Inlere,1
0.00
------_._-~_. .. --------.-
__~2,825 ~ 3.7 ______
(6)
(71
(9) ..__ 4,381_.}7
(101._ -
0.00
.--------------
(6 1.____.gi,J17 .14
(II) ____4,381..3.7___
(12) ____19,745.77
(13) 0.00
(141
(15) ___10,745.7-L-------x.OO-= ___.____0...0.0
0.00
(161
..__._,x ,06 =
(171
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20. If line 19 j, greater than line 18, enler the difference on line 20. Thi, i, the OVERPAYMENT.
a 0 ..:r.n~.I,u..I...I.I...H...'I.III.l1lhl~ ...,.Irrr.r:I":1..TJ:.lll......I.IJ!.l.!.1.~"I.J.1
21. If line 18 i, greater than line 19, enter Ihe difference on line 21. Thi, i, the TAX DUE.
A. Enler Ihe inlere,t on the balance due on line 21A.
8. Enler the 10101 of line 21 and 21A on line 218. Thi, i, the BALANCE DUE.
Mole. Check Payable tal Reglller of Will., Agent
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
Under penalties of perjury. I declare thai I hove examined thi, relurn, including accomponling schedule, and ,talemenh, and 10 the be,' 01 my knowledge and belie',
t i\ true. corret! and complele. I declare Ihot 011 real e,lale hot been reported at Irue market value. Declaration of pre parer olher Ihan Ihe personal repre'enlative i,
:Ja,ed on 011 information 0' which preporer hot any knowledge.
"IGN~lU.( 0 PERKIN RnpON~~U fOR "ING RITURl'I "'OO.'ll~ , CATl
vi '.;1.'; ~ -~'~~' 119 Petersburg Rd., Carlisle, PA 17013..___ -tf/7" 'r"J{j--1-
,'ON' u (.0 "".. 01" ",,"NI cPo.m 0' ;xf'l f
~ f (. ~ 36 S. Hanover St., Carlisle, PA 17013 '
____x .15 = ._______,_.0...0.,0.
._0,.9.0
(161
(191
1201
0.00
- ----------
..,Q&CL._.
(21)
(2IA)
(216)
0.00
b-:-oO ._..~--
0.00-.--
Act #48 of 1994 provldel for the reduction of the tax rotellmpoled on the net value of tranlfers to or for
the ule of the Ipoule. The ratel 01 prelcrlbed by the Itatute will be:
· 3% (,031 will be applicable for estotel of decedents dying on or after 711/94 and before 111/96
· 2% (,021 will be applicable for ellatel of decedents dying on or after 1/1/96 and before 111/97
· 1% (,011 will be applicable for ellatel of decedents dying on or after 1/1/97 and before 1/1/98
· Spoulallranlfers occurring on or after 111/98 will be exempt from Inheritance tax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a Iron.fer and:
a. retain the use or income of the property tronsferred, .......................................................
b. retain the right to designole who .hall use the property transferred or its income, ...............
c. retain 0 reversionary in Ie rest; or ...................................................................................
d. receive the promise for life of eilher poyments, benefits or care? .......................................
x
2. If death occurred on or before December 12, 1982, did decedent within two years preceding
death Iransfer property without receiving adequate consideration? If death occurred after
December 12, 1982, did decedentlransfer property within one year of dealh withoul receiving
adequate conSideration?...................................................................................................
x
x
3. Did decedenl own an 'in trust for' bank account 01 his or her death?.....................................
x
IF t.HE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUSt:COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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1.1\';'1' \~II.I. i\.~\1 TES'I'Nfl:NI'
01'
LEE E, SW )(~Efrl'
I, LEE E, 5WIr.Efrr, of South 1Ii<ldleton 'I'OI'iIlshill, CUlllherl:ll1d COlmty,
Pennsylvlmia, declare this to he III)' Last Will, amI revoke any Will or Codicil
previously lIlade hy lIle.
I'I1Jl T: I direct that all lilY just dehts, funeral expenses and
adlllinistration e~llenses, including 111)' !:ravl' lIlarker, shall he paid from thc
assets of lilY estatc as soon as practicahlc after Ill)' ,Iecease.
I'm\) II: I devise :md hequeath the rcshlue of Ill)' estate, of every
nature and "herever situate, to lilY l~iI'e, Ilclen L. SI'ii!:ert, providing she shall
survive mc by One IIIUldred Eighty (1RO) days.
l1Hl11T: Should my l'iil'e, IIclen L. SI'iigert, predccease llle or die on
or bcforc the one IIlmdred Eightieth (11l0) day following Ill)' death, T devise and
hcqucath the residue of 111)' estate, of every nature and l'iherever situate, as
follol'is:
a. one-half to 111)' brother-in-1m\, Ceor~~c n. '11lehes or NCI'i
fHoollll'ield, PA.
h. '111e othl'I' one-hal I' to hc divided equally :ll'lOng IllY nephcl'is amI
nicccs, to l'iit: Hohcrt II. '111ehcs, 1l:lvid '111ches I Stephen C.
Naylor, lJavid Naylor, amI Susan Naylor.
I'I1:r-l IV: T direct that all taxes that may he assessed in conse-
quence of lilY death, of "hatcver nature and by l'ihatever jurisdiction imposcd,
shall be paid frolll my residUal)' estate as a part of the expcnses of thc
albllin istration of lilY cstate.
l1UI V: I appoint 111)' wife, lIelen L. SI~igert, Executrix 0 f this, my
Last Will. Should Ill)' l'iil'e. lIelen I.. Swigert, fail to qualify or cease to act
as Executrix. I allpoint Hohcrt n. Black, Esquire, Executor of this, III)' Last
Will.
l1UI VI: dixect that 111)' Exccutrix, guardian or 'I'nlstee, or their
successors, shall not be required to give bond for the faithful perfonnance of
their duties in any jurisdiction. ,,1,-
fjV
IN Wl1NESS \\lIEHEOF, I have hereunto set PI)' hand this 1'+ day of
.January, 19R5.
LAW O,'IC18
LANDIS a BLACK
,,"LISLE. f1I:NNSVLYANIA
'Ille preceding instl'tunent, consistinJ.: of this mlt! one othcr tYJ1e\~rittcn
page, each identified h)' the signature of the Testator, I.ce H. SI'iil:ert, \~a5 on
thc day and date thcrcof signcd, publishcd and declared hy Lec H. SHiJ.:ert, the
Testator thcrein nmned, as and for his 1.'Ist NilI, in the !lresence of us, \'iho at
his requcst, in his presencc anti in the presence of each other, have subscrihed
our names as Hitnesses thcreto.
~ fIL(3~t~1
L? 7
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LAW O,,'ICU
LANDIS a DLACK
~~ftL"U. rlNNIYLVANIA
Page 2 of 2 I'ages
m~l\O~qIM!.'111 OF I'El\'}JSYLVA>.JIA )
SS,
\ mlNfY OF Or.-mER1JIND
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l'lc, Lee E. SI~igert Hobert H. Black , amI
~V\ (d!.L~1 C _ 91-tLv'J(~1 I thc Testator and the wi tnes~e~, respectively
l'ihose names arc signcd to thc attached or fOl'er.oing instrument, bcing first duly
SI'iOm, do hereby declare to the lmdersir.ned authority that the Testator signed
and executed the instnllllcnt as his Last Will, and that he had signed l~il1ingly
(or l~il1ingly directcd another to sign for him), and that he executed it as his
free and volwltary act for the purposes thcrein expressed, and that each of the
I~itncsses, in the presence lmd hearing of the Testator, signed the \~il1 as wit-
ness, and that to the bcst of his knOl'iledge the Tcstator was at the timc
ei~ltcen years of agc or older, of sound mind and under no constraint or undue
influcncc.
7
Tcsta' Lec E, Sl'iigcrt /
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Wltnes Ilobcrt H. Iliaci;
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Subscribed, sl\um to and acknowlcdged before
me by Lec E. Swigert , Testator,
and subscribed and Sl'iom tp bcfore mc by
Robert R. Black ~d f4J1,;.~r (/ t l)/f{,.,V1r.-;
I~itnusscs, this ;qf.I'-1Jay of January' , 19~.
~~~.~d// _
~
EDWARD l. sCHORPP, Na'ary Public
Carlisle, Cumberk'nd Co , . A.
My Commlss;on [.pir., Jun. 11,1988
\
l.AW O"'ICI:8 \
I.ANOIS ft DLACK
RLI"LI:, I'I:HNUYLVANIA
:InMATlON OF nEOEMPTlON
99r, ClIlondm Year To 01l\e
__....._ __ ...h__""
PRUDENTIAL MUNI SERIES FUND PA CLASS n
----~-- ._..~-- --.-------
ELEN SWIGERT
~o ESTATE OF LEE SWIGERT
11} pF-TEnc;nURG RD
ARLISLF. PA 17013
LEE F. SHIGEnT
\lq PETERSOURG RD
CARLISLE PA \70\3-3\31
enlificnlloll or
II Socurily NlIll1hm \A3-12-2052
Accollnl NlIll1hlJl Olinl 3Q001/1A26r,
Ilnpll!:;f'III,llIvl'
1'1 <IS 296 TROUT
100
:'.;1'1I1t~I.,111111lllilll und SnrVIC05 '...;
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IIIAnr
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6/2/1
"'MISAC1'ON
11f_I/I"""^!(IImt MlAltI
Of IIMNS.1CIION "IIIGr
2.312.<10 1.0./10
:,11111:1.',/"'-'
IIMN!;,,,,,,I""
I(HAL :;IIAIICS
OWNED,
-.-..-------.-- _..-..
-----..-.------
221..32/1
.000
SHARES REDEEMED
u;r:UAln.u~,;iiMillil;iu.illt..
lM)Nltllt.lWwnt.llf 111111\'11111 1111
. Itl.VfNlII' SUIVIl;I: 1'l1l1~"IJA,,1 III
l^W,
THE REOEMPTION CHECK ATTACHED OELOW IS MAO~
PAYA~LE TO YOU OY REQUEC;T OF THE SHAn~nWNER.
-'-'Yo"t'Jflol;imtlililIL)N'(1rTilli4i~~ ...---,.-- ..... . .. HIt^' ~~IIIIIU ',"WNII.
.- .-'_. ----- ._-
ltII..:OI.lI:IlIVI!llflll:;
(.:^"lfIlliM";
1I,C11l11l1l:MllllllI.'
Will f:lllllllf:AII IliUM
100Al !~Il^,1I !ill\'mlll
"ll)'m'lil'lIu:rI1Il';11^1lI
nll:;II".^I;ClllIUI VAl III
.000
.000
.000
'10./10
".00
CASH
REINVEST
13":3396865
~_.--'-'--' _.---_..----_.-.------~-_._-_._---_.._-_.
PLEASE REFER TO REVERSE SIDE FOR ADDITIONAL INFORMATION
DETACH TillS CONFIflMATlOtl ^"O nETAIU ron voun nEconos nfTOI1E CASlutlG on nn'OSITIUG ClIn:K.
----.. -----..-.-.
---.-----------..-.-.----.---------- .--------'.. -....-.--.-...
----.-.-- --------- ._.._~-_.. -... ..------------..-...
.1 Mulun! Funrl ServIces (~
----..-------..---------"--....---.-...--'..
PRUDENTIAL MUNI SERIES FUNO PA CLASS n
~1'~
110
1lr.i111lllllllon Check
...-_.. .------- _.- _.-
p, I"''';~; 1.'1-'.0.';
,------..-
"CCOl/Nt
N1'MIII/,
39001.48266
IllI\I.'Il
N/lMIIlII
10001.
""11
mCWCI<
6/2/1/1.91)6
~-::~-e::e:: 2."'3 12.QO
...-.----.
--_._-~-_.--_.-._--_.-_._-----_..._-------_.----- ._- .-
VOIO ~FTroR ONE yr-A~
o II/C 0111)[// or
Lr;N SWIGERT
o ~STATC OF LeE SHIGERT
I) pF;TEnsoupC; no
fL><LF. p, nO"
;(
1'.IV.I"h';'!
f,l^lr !;JIlIIIIIM"1\
alllllllll~;Il:llMI'MIV
110'>lr'lIJ.M'\
-
^"lhllll,'t.tl'.I'lll.IItIl"
II' ~ g 2 5? 1.11' 1:0 ~ ~OOOO 281: g gO 2 I.? ~ :\11'
JltY.Ul0 11. (181) 9:'J~'Q'
~'r~s;!
COMMI)NWIAlIH Of PlNNSYlVANIA
INHIII1ANCI fAX .nUIN
IUIDIN' oICIDIN'
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
FILE NUMaER
ESTATE OF '
swigert, Lee E. 21-96-0469
TH!SSCHED_ULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF !HE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES.
ITEM DFSCRIPlION OF PROPERTY , TOTAL VALUE' I DECD. \ DOLLAR VALUE '
, i EXCLUSION .. OF DECEDENT'S
NUMBER 'nclud. nom. 0' Ift.'tanl,.,.e, 'h,it ,.'o"on,h,p fa d.ndctn', dol. 0' "onl'" OF ASSET .1 INT. INTEREST
I '
Metropolitan Life Insurance Company. ' I
Annuity contract No. MX007894 , i I
Premium AJrount 3,000.00 4,624.60 I
Interest Earned: I 11,200.77 'I
15,825.37
\
I
1.
12,825.37
See attached letter.
__.___......_ _._____._u.__ __.M..._'_"_~
I _. L_
lOT A.L I...~l'~~~_'_,on lin. 7 ~. R.(OPi-,ulo,ion).1 S
I" mar, 'poc, i, n..rI.d, ,nUH' addltlonallh..h 0' 10m. sil'.'
12, 825~~?_
------.-.-.---------- .-.-
"
t~PY
o MetLife
MI'IIIlIIUIIl,IIlI.lh'llhlll,IIII'I"'IIIIlII.III)'
IMIII'II11'1l1 ,'\:S.I\illl~,I'I'IlIi'1
7'.! t~ll:h' Illll~ ,\\1'11111', 1~,..IIl,UlII\I'I, r~,llIjll:Jli
JuJ Y Ill, 1')')(,
MRS m:LEN SWIGER'!'
119 PE'!'ERSBURG RD
CARLISLE PA 17013
Re: Annuity Contract No. MX007894
Annuitant: Lee t-'. Swigert (deceased)
Dear Mrs. Swigert:
In accordance with the claim documents submitted, enclosed
please find our check in the amount of $15,825.37. The payment
detailG for your portion of this claim settlement arc as
follows:
Remaining Single Premium Amount
$4,624.60
$11,200.77
$0.00
$15,825.37
Total Interest Earned
Less Federal Income '!'ax Withheld
Claim Settlement Amount
If you have any questions, please feel free to contact one of
our telephone representatives at 1-800-638-7732.
very, ~ruly yours, /
(~~.\.q~ 2J)1 LJJU~C
Leigh Schubert
Customer Service Representative
Enc.: check
.', H,.,._~"~..,.,.p;:.,.t'..:~,:,,~_.
IIY,UlIllt 1'."1
.
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONWfALTH Of P[NN!oYlVAUIA
INtl[RlfANCf fA. R[lURN
R(SlDENt DICIDINf
"- ---
Plea.e Print or Type
FILE NUMBER
ESTATE OF
Swigert, Lee E.
ITEM
NUMBER
DESCRIPTION
1.
A. Funeral Expen...,
B.
1.
2,
3,
4,
C.
1.
2,
3,
4,
5,
6,
7.
8,
Admlnlstrallve Cosh:
Porsonal Roprosontativo Commissions
Social Security Number of Personal Repr..onlarive:
Yoar Commissions paid
Allarney Fee.
Landis, Black & Schorpp
Family Exemption
Claimant Helen L. Swigert
Relation.hip
spouse
Addre.. 01 Claimanl al decadent'. death
Slreer Addre.. 119 Petersburq Road
City Carlisle
Slale PA Zip Code 17013
Probate Fee. as advanced by Landis, Black & Schorpp
Reserve for closing
Miscellaneous Expenses:
TOTAL (AI.o enter on lino 9. Recapitulation)
(If mare space Is needed, Insert addlllonal sheels af sam. size.)
.
21-96-0469
AMOUNT
500.00
3,500.00
181. 37
200.00
S 4,381.37
IlV.UUlh ().t11
~
COMMONWUUH 0' PlNNSnvANIA
INHII.,AHCI 'AX IIfUIH
'1IIDIH'DICIDIH'
J
SCHEDULE J
BENEFICIARIES
L_
I
ESTATE OF
Swigert, Lee E.
FilE NUMBER
21-96-0469
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF EsrATE
I.
A. T a.able BequellS:
Helen L. Swigert
119 Petersburg Road
carlisle, PA 17013
SSN: 201-1B-6B94A
Spouse
100%
ITEM
NUMBER
NAME AND ADDRESS OF aENEFICIARY
AMOUNT OR
SHARE OF ESrATE
B. Charitable and Governmental Bequests:
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AlIa en'., on line 13, R.capitulatian) S
(If mar. Ipac. I. nlOd.d, Inur' addlllanal Ih..,. of lam. .Ir.)
Imv.I(,.I'J I';.\':I (NI'J~)
.s\'I\~~Q
~~~\?.~~'
SCIIE1>lJLE 0
'I'I{,\NSFERS TO SURVIVING SI'OUSE
.,,,u.tttN\fo'<lUIIIIl'1 'IU1~1 "AIM
1t1lUJl""'''I.IA'~1 I\'.U
11.\111111111111111111
l'ile'NUlllhr.'
w,r^'I'I~ IW
21-96-0469
swigert, Lee E.
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AIIIIIIIIII
DC5cril'Iioll nr items
I prudential Municipal - PA: Class B Mutual Food
No. 068, account no. 3900148266-9. Schedule B,
Itern 1., by Will.
2. Metropolitan Life Insurance Canpany, Annuity contract
no. MX007894. SchedUle G, Itern 1, by Will.
2,301.77
12,825.37
l'llt ^ "l'ul...l: Enler Ihe llIlllllnl 5.1111\\11I1n Ihe rtl....l'illllJliun "hcd in Ih..: Urcrdrnl IlIrlll1llllllun Seclhm,
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BUREAU OF INDIVIDUAL TAMES
INHIMlu~cr TAll DIIIISION
m:rT. <'fiOhO}
tiANHISSUJ./G, I'" lll.'~ Oho1
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENuE
NOTICE OF INIlERITANCE lAM
APPRAlSEHENf, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAM
ROBERT R BLACK ESQ
36 S HAIlOVER ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08'11,97
SWIGERT
03-16-96
21 96'0469
CUMBERLAtm
101
C-
,~ .-
~. . ."....
~......('li'l!.
'~~,::,~~~i'I~~~
fcr~""""" .~"r'-
.........\ \~~~'! .t.~
1'.. "'J' ..
.10.:.,1 U I" .::.",
LEE
E
Anount Ron! t ted
l~ .,"---_-=-,-'--."C".=:,:.-,-,_,,.-..;.--,c;-' ......,-_,.,-~..oc-__-_-=-='"'~=-1
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 ~
iiEV: is'4T EiC"FP--fiii-:9:fj-NCi'''-icE--Oj:--iNHEifiTA;.fcE- YAiD-PPRiiisE;.lEN:r;-"Li:owANcE-i:ili-n------nuuu
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWIGERT LEE E FILE NO. 21 96-0469 ACN 101 DATE Oa-11-97
TAX RETURN WAS: I X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ (1)
2. Stocks and Bonds (Schedule 8) (2)
3. Closely Held stock/Partnership Interest ISchedule CJ (3)
4. Hortgages/Notes Receivable (Schedule 01 (4)
5. Cash/Bank Deposits/MIsc. Personal Property (Schedule E) (S)
b. JointlY Owned Property (Schedule F) 1&)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
q. Funeral E~pens.s/Adn. Costs/Hisc. E~p.nses tSchedule H) (9)
10. Debts/Hortsage Liabilities/Liens (Schedule I) (10)
11. Tot.l Deductions
12. N.t Velue of T.~ Return
13. Chariteble/Governnentel aeqUests ISchedule J)
14. Net Velue of Est.te Subject to TaK
CIlANGED
,00
2.301.77
,00
.00
,00
.00
12.825,37
181
4,381.37
.00
1111
1121
1l3J
1141
NOTE: To insure proper
credit to your account,
SUbMit the upper portion
of this forM with your
ta~ paynBnt.
15,127,14
4,3Rl 37
10,745.77
.00
10.745,77
NOTE:
14, lS and/or 16, 17 and 18 will
returns assessed to date.
If an assessment was issued previously, lines
reflect figures that include the total of abh
ASSESSMENT OF TAX:
15. Anount of Line 14
lb. Anount of Line 14
17. Anount of Line 14
18. Principel Te~ Due
et Spousel
taxable at
t.~ebl. .t
rete
Line.l/Class A rate
Collateral/Class B rete
IlS1
1161
1l7J
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUHBER
DISCDUNT (. J
INTEREST/PEN PAID (-J
10,745,77 x,OO=
.00 X ,06=
,00 X .15=
1181
AMOUNT PAID
.00
.00
.00
.00
~--
I TOTAL TAX CREDIT :
IBALANCE OF TAX DUEi
INTEREST AND PEN. I
TOTAL DUE
.00
,00
.00
.00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST,
IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED,
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR1. YOU MAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIDNS.J
:J
RESERVATION: Estato. 0' d.t.d.nt.~~ on O~ before D.c.~b.r 12. 1982 .. If any future Intere.t In the .state I. transf.rrad
In POI...slon or enJoy..nt to CIUII B leallalerall beneflclarl.. of the decedent aft.r the ..plratlon of any ..tate 'or
Ilf. or for years, the Co..onw..lth hereby ..pressly resetvo. the right to apprals. and a....s transf.r Inh.rllance Ja...
at the lawful Cla.1 8 (collateral I rat. on any luch future Int.r..t.
PURPOSE OF
HOllCEl
To fulfill the requlr...nt. of Section 2140 of the Inheritance and Estate ra. Act, Act Zl of 1995. (12 P.S.
Section 91"01.
PAVH[HJ:
Detach Ihe top portion of Ihll Hotice and sub_it with your pay..nt to the Regist.r 0' Willi printed on the teverse .Id..
"Hake check or aoney order payable to: REGISTER or HILLS, AGENT
REFUND I CR):
A refund of a tax credit, which was not requested on the Tnx Return. nay be requested by coapletlng an "Application
for Refund of Pennsylvania Inheritance and Estate lax" IREY~13131. 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 nu~bers for for~s ordering: In PennsYlvania 1-800-3b2-Z0S0, outside Pennsylvania And
within local Uarrlsburg area 111n 787'8094, IDOl 171n 77Z-lZSZ lIlearlng r,..palred Dnh'.
OBJECTIONS:
Any party In Interest not satisfied with the appralse"ent. allowance or dl,allowance of deductions, or ossess..nt
of tax (Including dl.count or Int.restl as Shown on this Notlc. Qust Object within sixty (bO) days of racelpt of
this NoUce by:
ADMIN
ISTRATIVE
CORRECTIONS:
-~wrlthn protest to the PA Depart"ent of Revenue. Board of Appeals. Dept. Z810ZI. 'tarrlsburg, PA I1IZ8~IOZI. OR
~~electlon to have the _atter deter.lned at audit of the account of the personal r.presentatlve. OR
~~app.al to the Orphan.. Court.
Factual error. dl.cov.r.d on thl. a...ss.ent should be addres.ed In writing to: PA Depart.ent of R.venu.,
Bureau of Individual Ta.... ATTH: Po.t A.ses...nt R.vle.. unit, D.pt. Z80601. Harrl.burD. PA 171Z8.0601
Phone (717) 787.650S. Sae paga S of the booklat "In.tructlon. for Inh.rltanc. Tax Raturn for a R..ldant
D.cad.nt" IREY.ISOl) for an e.plan.tlon of .delnl.tratlvaly corractabla errors,
DISCOUNT:
If any t.x dua I. p.ld within thr.a (31 calandar .onths aftar the dacadent's death. a flv. perc.nt (S~J dl.count of
the tax paid Is allow.d.
PENAllY:
lh. 15~ t.. a.na.ty non.partlClp.tlon penalty I. coaput.d on the total of the tax .nd Intara.t .......d. .nd not
paid b.for. January 18. 1996. the flr.t day aft.r the end of the tax a.ne.ty periOd. Thl. non.partlclpatlon
penalty I. appealabl. in the sn". nann.r and In the the sa"e tl". p.rlod a. yOU would app..l the tax and int.r..t
Ihat hat b..n .......d .. Indlcat.d on this notlc..
IHTERESh
Inter..t Is chltD.d b.glnnlnD with first day of d.linquency. or nlna (9J eonth. and on. (}) day froe tha data of
d.ath. to the data of paye.nt. Ta... which b.ca.. d.llnqu.nt b.for. January 1. 19B2 b.ar Int.r.st at the rat. of
.IM (6~) p.rcent p.r annUQ calculat.d at a dally rat. of .000164. All tax.. which becae. d.llnqu.nt on and afl.r
January I. 198Z will bear Inter..t .t . rate which will vary froe caland.,. y.ar to cal.ndar year with that rat.
announced by the PA D.part..nt of Revenu.. Th. appllcabl. Int.r..t rate. for 198Z through 1997 .r.:
!!!! Int.rest Rata Dally Int.rest Factor ~ Inler.st Rat. Dally Inhr..t Facto,.
1982 lax .000S48 1987 9% .000Z47
1983 16:< .000438 1988.Jl)91 11;( .000301
1984 IU .000301 1992 .~ .000Z47
1985 13;( .00OlS6 1993.1994 1~ .00019Z
1986 10iC .000214 1995.1997 .~ .000247
..Intar..t Is calculat.d .. follow.:
INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
..Any Notice I..u.d aft.r the tax beco... dallnqu.nt will r.flect an Inter..t calculation to flft..n (IS) day.
beyond the data of the a".'...nt. If pay.ent I. .ade aft.,. the Int.r..t co.putatlon data .hown on the
Notice. additional Int.,.est eust b. calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Lee E, Swigert
Date of Death: March 16. 1996
Will No. 21-96-0469
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:
1. State whether administration of the estate is complete:
Yes XX No
2. If the answer is NO, state when the personal representative reasonably
believes that the administration will be complete:
3. If the answer to No.1 is Yes, state the fol1owing:
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 infonnally to the
parties in interest? Yes XX No
d, Copies ofreceipts, 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 12. 1997
(LC-NL9/v.3J i 'r.t.
Robert R, Black, Esquire
36 South Hanover Street
Carlisle, Pennsylvania 17013
(717) 243-3727
Capacity:
_ Personal Representative
X Counsel for Personal Representative