HomeMy WebLinkAbout97-00271
PETITION FOR 1)IWIJATE llnd GRANT OF LETTERS
a, - 9'1 - ~'1./
/;~~Ial" '~l .. STELLA WESTIlOf'
also kiloII''' as _._ .,.
No,
)0:
~_...._.-... . R"gi\Ier 01 Will.\ for the
----.....-..- ......... .... , /J1'l'I'<I.\'<'I/, Counly 01 Cuml)<;l!:' 1 11.(lJ;l.. III the
SOc/1I1 Secllrlty No, 063-12 - 54 69 CllmllHlIl\\'euhh of PCIIII~ylvulllu
The pClltlllll of Ihe ullller\lg,wd rell'eelrully r"pr"\elll\ Ihul:
YOllr pClltillller(I), wllll iI/llrl' IN y"url of lI~e or older IIlllhl' exl'elltrix.._____....._.. nllmed
In Ihe 1I\,t II III or the IIho\'I' dl'el'dellt, dllled.S.ep~emOer 29. . ... ......__...__,' 19...95-..
nnd codicil/I) dilled. ... Nll\. . ...
--~_..,~._-------.-
, _____.____u. ,,~_'~'.,. ,..__. ,_
(..Hill' H'll'I'utlt l.'irl'11111'jllllll\'.~1 e,!l. Il'JllIUl.'illtloll, dl'illh of l''i.CCUIOI, CIC.)
DeeelldelllwlI' domiciled al death in ...J:lAmbe ~.L'!!!..cl....m.....m__....__ COIIII(Y, Pennsylvnrla, with
h..___..,....... IlIsl fumlly or prilwipal rl'~IJlellee III _.17.lJ#...MIU'.Ke,.l..- .s.J;";:'!1!il.!:...L.,. Camp H 11, PA
~~_____'___'~' ...""L__..,..~"~..~~~~~.~~;~~~~~_____.
Deeelldelll, then.B.9_ ....... years of age, died. _......._M~_r,-g!L.L8_._..___ , 19_q7
n1... _Manor_Cara,,_ Camp ..H.ill.,...I'A....... ...... ..._._......._____ __ ,
beept H\ followl, deeedeill did lIotmarry, \\'HI 1101 (,livo,eed and did not huve a child born or adopted
afll'r l'seellllollof the will offered for prohllle; wal 1I01lhe viclim of a kllllllg and wa, never adjudicated
inCOll1pCll'fll: ___~'m____' .. ._.__"__...~_....._~_._..
Deeclldelll lit deulh nWl1l'd properly lI'ilh eSlimaled values liS follows:
(If domie-iled ill I'll,) All persollul properlY
(If nol domiciled ill Pa.) Persolllll properlY in Pel1nsylvlllliu
(If 1101 domiciled III I'll,) Personal property ill County
VnllH.' of rcal ~slHlC in Pennsylvaniu
sllumed al follows: ..~._____._..____.___.__________.
$ 5.000.00
$
$
L
~----_._--- ._----------.~ --....--.-.-..-..-...------.......
. - -..-.-...--.-----. . .._._.__H...__..__...._._...._..____..__... '_'__"___'__n
WHEREFORE, petltloner(s) respeelfully request(s) the prohole of Ihe last will and codlcil(s)
presellled herewith ond Ihe gralll of kllcrs..._..t.e.S..luunalltary ___~_,
, (It'~Ii\!1W!1lUrY: udl1llnlslrllllOI\ i.'.I.U.; n~hnlnlmlltldll d,b,n.c.t.a,)
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- --.. - --.-._--- .---------- -, - -----------
OATH OF PERSONAL REPRESENTATIVE
COMMO.NWEA/.T11 0... I)ENNSnV ANIA I
.' ';>1
COlJNTY 01' .. .C_T.J11lJ.ER1.AND..._._.. ...__ J
The petilhlllerll) :thlll'C'.lIl1llwd ';lI'l',n(l) or lIffirm(l) Ihnllhe IIate1l1elllS illlhe foregoing petltloll are
trlll' and l'orrc.:/ to the IW"llll' 11tL' knuwk'dgc alld bl'lil'l' of pctitioncr(s) and IlulI as personal reprcsen.
lalil'l'I\) III Ihl' ah"'T (kl'I'delllll'l"i,,"erlll will well a.~II.llrllIY atll~"l\lrr the eSlale n~ding 10 law,
Sworll 10 or allllrul'd alld 'lIl""'rJhl't1fJ:)U.(k.e...__~ '"
l,e.I(1I\1~'~6Ii;', 25th .Illd~\7"1 I--:..:::::=:====-= l' .
J ~ 'fy)a.v..~ (' . J.uc'''O fl':-', ('.0 ')\{9 /.I~ 1 .._~__._________ ~
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Decedent's Co'!'plete Address:
SIIi[[1 MIDnu;c, 17()() M I. t Stt
!lr~c , rcc
CITY C!ll11p lIill
I roTA!I I'^
.J:::J2,111
Tax Payments and Credits:
1. Tax Due (Page 1 Uno 181
2. CrodllslPayments
A. Spousal Povorty Crodit
B Prlur Payments
C. Discount
(1)
0,00
{),{){I
Total C,edlls (A + B . C) (2)
0,00
3. InlerestlPenally If applicable
D. Interest
E Penally
TolallnleresUPenally (D + E ) (3)
4. If line 21s greater Ihan line 1 + line 3, enter Iho difference. This Is '110 OVERPAYMENT,
Check box on Pege 1 Line 19 to requeet a refund (4)
5. If line 1 .'ine 31s grealer Ihan line 2, eoler Ihe dlfferonco. This Is Ihe TAX DUE, (5)
0,00
A Enter the intoresl on the lax dun.
(5A)
B. Enler Ihe 10lal 01 line 5 + 5A. This Is Ihe BALANCE DUE, (581
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Dicl decedent make a transfer and: Yes No
a, ,elaln the use or Income of the property t,ansferred; . ........,...... ....... .... 0 [ZJ
b, ,elain the right to cleslgnale who shall use the property t,ansferred 0' Its Income: ....... 0 [ZJ
c. retain a reve,slonary Inte,esl: or "".." ..... ........ ............... ,0 [ZJ
d. ,ecelve Ihe p,omlse for life of elthe, payments, henefits 0' care? ......" ........ ...... 0 [ZJ
2, If dealh occurred on 0' before December 12,1982, did decedent within two years
p,ecedlng death transfer property without ,ecelvlng edequate conslde,atlon? If death occurrad
a<<er Dacember 12, 1982, did decedent transfer property within one yea, of death wlthoul
receiving adaquate consldaratlon? ,,,,,......,..,,,,, ............... .........................."". ..............,.. 0 [ZJ
3, Did dececlent own an "In trusllor" 0' payable upon death bank account or secu,ity
at his 0' her death? ,,,,,,,,,,,,,,,....,,,,,,..,,,,,,,,, . ,.."" 0 [ZJ
4, Old dececlent own an Individual ,etl,ement account. annuity, or other non. probate property? ... , 0 [ZJ
O,()()
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUS,. COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P,S. ~9116 (a) (1.1) (I) provided fo, the ,eduction of tha lax rate imposed on the nel value of t,ansfers 10 odor the use of the
surviving spouse from 6% to 3% fo, deles of dealh on or alter July 1, 1994 and bofore January 1, 1995.
72 P,S, ~9116 (a) (1,1) (Ii) provldad for the reduction of Ihe ralo imposed on the nel value of transfers 10 or for Ihe use of the surviving
spouse from 3% 10 0% for dates of dealh on or alter Janua,y 1, 1990. Tile statute c10es not exempl a Iransfer to a surviving "pouse
from tax, am: the statutory requlremanls for dlscloBure of assels and IIIIn9 a tax relurn ere stili appllcabla even If tile su,vlvlng spouse
Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995. Pleese answe, tile following question by placing an "x" In the
epp,op'iate space.
Old the decedent create a trust or similar arrangament which Is soley for the aurvlvlng spouse'o benefit for his or her entire
lifetime? Yaa 0 No [ZJ
If you answe,ecl yes to the above question, tha tax on the Irusl or similar arrangemenlls postponed untlltha death of the second
spouse, at which time it will be fully texable at tha rate(s) applicable to the remalncler beneflclary(les), Enler the value of the trusl on
Schedule J, Pert II, In orde, 10 re,nove It from tha calculallon of Ilia tax clue in this estete. You may wish 10 file Scherlula 0 In o,der to
make the elecl;on available under Section 9113. If the election Is made, the trusl or slmller arrangemantls taxed In the estate of Ihe
firsl decedent spouse, the portion of the trust or similar arrangemenl which benefits Ihe surviving spouse Is taxocl at the zero lax rete,
and the remainder Is taxed at the raters) applicable to the remainder beneficla'y(les). If you choose 10 make the elecllon, you must
allach Schedule 0 to a timely-flied tax return, atong with Schedule(s) K and/o, M In ordor to show Ihe epportlonmenl of the trust or
slmiter arrange men I between the surviving spouse ancllhe ,emainder beneflclery(les).
""''''''''''''.
COMMONWEM HI OF prN~mYI.vANIA
INIl!: Rl' ANCF. T AX III 1 UHN
IllSIOI:NIOECI:Qf.NI
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
--
ESTATE OF
FILE NUMBER
WESTHOF Stella
O.btl 0' decedent mUlt be reported on Bchldull!.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
1.
2,
FVNERAL EXPENSES:
Cremation Urn
Monumental Designs. tne,
235,00
375,00
B, ADMINISTRATiVE COSTS:
1. Personal Replesentallve'a Commlsylons
Name cl Parsonal Repr88enlalNa (a)
Social Sacullly Numbe<<sll elN Nu~be' cf Personal Rap,esanlallve(sl
SIreal Address
City Slale Zip
Vaarla) Commlss~n Paid:
2, Attomey Fees Charles E, Petrie 500,00
3, Famlty E,ampdon: (II decedanfs add,sss is nol the sama as clalmanfs, attach "plenal~n)
Clalmanl
Slreal Address
City Slale Zip
, Ralallonshlp cl Clalmanllo Oacsdanl
4, Probala Faas 51.00
5, Accounlanfs Fa88
6, To, Relum Preparela Feas H&R Block: 1996 tax returns $116.00 227,00
1997 tax returns $111.00
7,
TOTAL (Also enler on line 9, Recapllulallon) S
(II more space Is needed, Insert additional sheets 01 Ihe sarna size)
1.388,00
Register of Wills of
CUMBERl.AND
County, Pennsylvania
INVENTORY
Estate of WESTIIOF. Slclln
, Deceased
Nc.1997.00271
Date of Death 03/1 R/1997
Social Security No 063125469
also known as
Pe,sonsl Representellve(s) of Ihe sbove Estate, deceased, verify that the Items appearing in tha following Inventory Include all of the
personal sssats wherever sltusle and all of the real estale In the Commonwealth of Pennsylvanls of ssld Decedent, Ihst the volustlon
placed oppcslle each Item of said Inventory represents Its fair vslue as of the dale of Ihe Decedent's death, ancl thai Dec_dent owned no
r.al estste outside the Commonwealth of Pennsylvania excepllhal which appears In a memorsndum al the end of !h','nventory. Ime
verify that the stotemenls mada In Ihls Invenlory sre Irue and correct INYe undelSland that fslse slalements h.reln made subjecl to Ihe
penalties of 18 Pe. C,S. Sectlcn 4904 relallng to unsworn falsification 10 authcrllles.
Peraonal Represenlatlve:
NOl11e of
Attorney: Charles e, Pelrle
1.0. No.: 29029
Address: 3528 Brlsban Street
Harrisburg
Telephone: 717 561.1939
_-Pa.lLt-~ ~
PAULINE SIGNOR
Daled Jun" 3, 1999
PA 17111
Descrlptlcn
Shnres at PA Slale Employees ('t'cdi! Union
Value
943,23
Miscellaneous pcrsonnl property
500,00
,-."
-'j'
.....,
,
~; . ,I
.) (1
Totot
1,443,23
(Attach Additional Sheets If nocessary)
NOTE: The Memorandum of resl estate outsldelhe Commonweelth of Pennsylvenla msy, al the election of the personal 'epresentatlve,
Include the value of esch Item, but such figures should not be extendecllnto Ihe total of the Inventory.
RW.4
/SI6'9- //
BUREAU OF INDIVIDUAL TAMES
UllERITANCl:" TA)( PIYHHON
Dt::PT. Z80601
HAMRIS!UAO, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAM
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT Of TAM
09-14-1999
WESTHOF
03-18-1997
21 97-0271
CUMBERLAND
101
t~~~,_~A~~~~ltt.d __ ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG TNIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iitV: iS47" iii-Ai!;.--! JJ'7"=99riiiifici--cj,,-i:"NHEiiifAiicE"TAX - A-PPRA"isEiiEii'r;' ALi.-cjiiAN-cE .oli-----'-. m_ - -- - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
STELLA FILE NO. 21 97-0271 AeN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUIGER
COUNTY
ACN
CHARLES E PETRIE
3528 BRISBAN ST
HARRISBURG
PA 17111
ESTATE OF WESTHOF
TAM RETURN NAS, i X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. IScMdul. A)
2. Stock. 0Ind Bond. I Sohadul. B 1
3. Closely Kuld stook/r.rtr-.,..ahip Int.rest (S('lhtfdul. C)
it. Kodo...../Not.. Recehable <<Schedule D)
S. Caah/B'" D4tpodh/Hho. Parsonal Property (Schedula E)
6. .lolntly awn.d Pr_rb I Schedulo f)
7. Trenlf.rr,; (Sohedule G)
a. Total As..ts
I CHANGED
11)
(2)
(3)
(4)
(5)
(6)
(71
,00
.00
.00
.00
1.443.23
.99
.00
(SI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdIl, Costs/"ho. E:l<pans.. (Sohedule H)
10, o.bto/Hort_. Llobllltloo/Ll.... (So_I. II
II. Tot.1 Deduotlono
12. NtIi: Value of rax Rllturn
13. Char! tabl./Gov.rn..."tal 8.qullllh J Non-olected 9113 Tru.t, (Schedule J)
14. NtIt V.lue of hbto SubjeClt to T.x
If .n .IIBlsBBnt was issued previously, lines 14, 15 .nd/or 16, 17 .nd 18
roflect figures th.t include tho total of a1b return. ....s..d to dste.
ASSESSMENT OF TAXI
15. A-..t of 1.1". 14 at Spous.1 rat.
16. A~t of Line 14 t~xabl. .t Llne.1/Cl... A rat.
11, A~t of Line 14 t.xable .t Collateral/Cla.. R rat.
1&. Principal Tax ou.
TAX CREDITS I
PAYHENT
DATE
NOTE:
RECEIPT
NUMBER
DISCOUNT (+l
INTEREST IPEN PAID <<- 1
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
1,388.00
4.199.94
Ill)
112)
113) _
114)
(91
1101
(15)
(16)
117)__
,00 M .00=
,00 M .06=
,OOM.IS=
liS 1__
{>
*
AIlOUNT PAID
T01'AL TAX CREDIT
BALANCE OF TAX DUE
---
INTEREST AND PEN.
-----
TOTAL DUE
nv."41 IX ,,, lI1-ttl
STELLA
DATE 09-14-1999
NOTE I To Insure pr~r
nredl t to your ~ClmM1t I
subalt t~ upper portion
of this forll Mith your
t.x p.y.....t.
1,443.23
~.~R7 94
4,144.71-
,00
4,144.71-
will
.00
,00
,00
.00
.00
.00
.~
,00
( IF TOTAL DUE IS LESS THAN .1, NO PAYNENT IS REquIRED,
If TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAV BE DUE
A REFUND, SEe REVERSE SIDE Of THIS FORK FOR INSTRUCTIONS. I
IlfUllllATlOlh
Elt,t.. of dIoedentl ctvlno on or tt.for. o.o.ber 12, 19&2 .... if "Y future ,'nt.r'lt. In thI ..tlh 1'1 tf'lIInlferrtld
In po.....lon or ~joWWlt to CI,,, . (collat'raU btlMflol.rt.. of the decIecMrlt Ift,.r thI expiration of MY ..tate for
11ft or for YAr., the C~1th Mr4lby .xpr.lIly ru.rwI the rllt'lt to ..r.t.. M\d ...... tran,'.r Inheritance TalCI.
at the l.wful CII.. I (0011,t.r.1) r.ta on eny ~ future Inter..t.
_Of
NOnCE.
To fulfill the r~lr.-nh of s.atlon llitO of the IntMrlt-..ce 80d btat. TaM Aclt, Aot 21 of 1995. (72 P.S.
Section '141),
PAVMEIHI
DltMh the top portion of this MoHee and .,ubIllt with your PIYHnt to ttMI Reght,r of Willi prlntlMf on the r.".r.. ,...
--..... check or 110M)' arMr payebla tOI REGISTER OF NXLLB, AGENT
REFlJtD (ath A nfund of . tex cr~Ut, whle;h wu not r~lltDd on thl hI( Return, ICY be requtlllted by COIIplaUng WI '"AppllclUcm
for Refund of Penn.ylv...ln Inheritance and Eatete Till)!" (REV-Ul:5J. Applications .r. IYIU8bI_ at the OffiCI
of thI R-sillltar of Wllh, any of the 23 Rlvanue Dhtdat Office., or by aeUlng tho tptlfJlIl 24~hour
RnlM*rlng ..rvle. nuabers far for.. orderlngl In ponn.Ylvanla 1~DOO~S62-20S0, out. Ide Ponn'Ylv~la and
within 10011 "-rrlsburg ara. (717) 781-8094, TOO. 1-800-441-3020 (Servlca for taxpayer. with special
hearlnu lIOd apo~lnu needs).
DlJECTIDH$1 Any ~~rty In lntor..t not satisfied with the eppr.l....nt, ullowanca or dl.allowance of deduction., or a....~t
of tal< (Including dhoDUtlt nr lnterut) a. .hoNn on this Hotlce w.t Object within .Ixty (60) de);'. of raeelpt of
thll Notice bYI
--written protest to the PA Deport-.nt of Ravenue, Baird of Appeal., Dept. 281021, Harri.burg, PA
ueleot1on to hIIva tho .tt.r dat.rlllrMKI at IlUdIt of the I!t(;COlrlt of tho ptIr.onal rapr.Mrot.thl.,
--~~l to the Orphan.' Court.
I1J2t1-1021,
OR
OR
AOftIN
ISTRATlYE
c:oRRECTIONS I
FlOtUll .rror. dl.coyerad on this ......eant should be addros.ed In wrltlna tOI PA Depart-.nt of Revenue,
Bur.au of Indlvldl.ull Tawe., ATTHI Post A...u..nt R.v,l,.w Unit, Dept. 280601, Harl'1.burg, PA 17128-0601
PhPno (1171 787-6505. See pea- 5 of tn. booklet "In.tructlons far Inherltanc. Tal< R.turn for a R..ldant
o.c.dant" (REY-ISOI) for en .~plnnation of ~Inl.tratiy.ly corr.ctabla .rror..
DIKQtlrfll
If IInY blC rAM lit paId wlthln thr.e (!D calendar .onth. lifter tho decadent'. death, a fly. p.roent (5;0 dlsoOU'lt of
the tll)( paid h 1II1lotHtd.
PENALTYl
The 16X tal< .-na.ty non-participation penalty I. o~utod on the total of the talC and Int.r..t a.ie..ad, and not
p~ld ~for. J~ry 18, 1996, tho fir.t day aft.r tha .nd of the tal< .-na.ty period. This non-partJclpatlon
Panlllty 11 appealable In tha s.a IMf\Mlr end In thtl thtJ ..... tlR per 100 as you would appeal ttwt hI< WICl Jnbrut
thet hIl. bNn u.....c:I al Indlcat.d on this notice.
INTEREST I
Intar..t 11 ohl.,.gIIC1 beginning with flr.t day of dallnquenCl~, or nine ('I) ItOOth. end OM (1) day frOll the dete af
daath, to the date 01 p.~t. Tal<a. whlah bee... delinquent ~for. January 1, 1982 bear Int.r..t at the r.t. of
.b (6:0 P4trcent p.r awn. (l,II,cuiatad at . dally rata of .000164. All tal<.. which bee... dallnqtJtlnt CIf1 and Ift.r
~ry 1, 1982 will bear Int.r..t ot 8 rate which will yary fru. cal&ndar ~..r to calendar y..r with ~t rat.
announoad by the PA Depfttt-.nt of ReY~. The appllcebl. Jnt.r.st r.t~s for J982 through 1999 ar'l
'!!!!: Int.r..t Rat. O.lh Int....., Factor :t!!r lnt.r..t Ret. flatly Int.t'..t FtMJtor
1"'2 20X .000548 1988w11J91 In:: .100301
,.., 16X .00.438 1992 'X .8001.41
19&\ IU .001301 1993Hl99it n .01J0192
19115 In .OOO3SU 1995.1998 'X .0002,.1
'916 lOX .000214 '99' n .000192
1"'7 'X .000241
"-lnt.r..t 11 c.lcul.t.d a. fGllCt'l11
INTEREST = B4LAl1CE OF tAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
uAny NotlOIJ luuad aft.r th", talC beCOIl.. delinquent will r.fhlct an Inttr..t clll(lulaUon to flft"" (5) day,
beyond the ~tr of the .....~t. 1f pay..nt I. Iftdo aft.r tho Int.rest cooputatlon data .hoMo on the
Hotlo., .ddltlonal Int",r..t .u.t be calculated.