HomeMy WebLinkAbout01-0609
PETITION FOR PROBATE and GRANT OF LETTERS
Estate a/GENEVIEVE HELEN MOVERS
also known as
No.
To:
02./--0'" ~O Cl
, Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 177-16-0857
The petition of the undersigned respectfully represents that:
Your petitioner(s), who islare 18 years of age or older and the Executrix named in the last will of
he above decedent, dated September 3, 1999 and codicil(s) dated NlA
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her ast family or
principal residence at 617 West Pine Street Mt. Holl S rin s S. << ,J ~
(list street, number, and municipality)
Decedent, then 81 years of age, died June 5, 2001, at Carlisle Hospital, Carlisle, Cumberland County,
Pennsylvania.
Except as follows, deceqent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 618 West Pine Street. Mt. Hollv Springs, P A 17065
$
$2,000.00
$
$
$40,000.00
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
herewith and the grant ofletters Testamentary
(testamentary, administration c.I.a.; administration d.b.n.c.l.a.)
thereon.
~ <l. ,jP~
NANCY L. LOAN -
61 7 West Pine Street
Mt. Holly Springs, P A 17065
OATH OF PERSONAL REPRESENT A TIVE
COMMONWEALTH OF PENNSYL VANIA )
SS
COUNTY OF CUMBERLAND
)
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioner and that as personal representative of the
above decedent petitioner will well and truly administer the estate according to law.
Yl~ c/. ~
NANCY L. grOAN
/ /fJ ~,/t)--j
NO. 21-2001-0608
Estate of GENEVIEVE HELEN MOVERS, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW June 28th ,2001, in consideration of the petition on the
reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated September 3, 1999 described therein be admitted to
probate and filed of record as the last will of Genevieve Helen Mouers; and Letters Testamentary
~e p.ereb~.w~.m~d t01,~anc.y L. Sloan.
FEES
Probate, Letters, Etc. ........... $ 80.00
Short Certificate(s) (.5)........ $ 15.00
Renunciation....................... $
x-Pages (7) $ 21.00
JCP ~ $ ::>.00
Filed... ;!~~.. ~atn..~ ~QQ J......... .S. .121...00.....
(!,
R,gi,,",ofW. Mary C. Lewis ~
~~
:M1chael J. Hanft, Esquire
Attorney I.D. No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, P A 17103-9142
(717) 249-5373
F: \User Folder\Finn Docs\Estates\ 1129-1 petition. testament. wpd
PUT LETTERS IS ATIORNEY MICHAEL J. HANFT'S FILE
u'n<;.QI\<;'
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Th is is to certifY that the information here given is correctly copied from an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fillOg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
No.
~~.~~~~
Local Registrar
Fee for this certificate, $2.00
p
7402331
JUN 1 1 2001
Date
21-2001-609
H106.143 R..... 2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
PAINT
~
'-NENT
K_
AGE (lMl_"
81
UNOEA 1 YEAR
- Oeyo
SEX
..Female
SWE FILE NUMBER
SOCtAL SECURITY NUMBER
177 -16
-0857
DATE OF 0EAfH (Month. o.y. .....rj
4. June 5,2001
NAME Of: DECEDENT (F.... Middle, I.ut)
,. Genev.ieve H. MouVt.6
Yr>.
BIRTHPLACE lC'Y Ilnd
Cant61r~
a.
PlACE OF DEATH (Oleck only one -... inItruclionI on 0Itw aidlt)
HOBPlTAL: OTHER:
1_IenIRJ ::=a 0
g::.,) 0
COUNTY OF OERH
~(
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CumbeJtland
CaJtl.i.6le
RACE. AmertcIIn Indian, 8aac:k, WhIte, .te.
(Soeclfy)
oeceDENT' AL UPRION
(' kind cO.... __ "",;ng moo!
L~bO':Uk""",-'''''ed)
'0.
White
Manu6ac.,tuJt.ing
OECEDENT'S
ACTUAL
RESIDENCE
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17..Stllte
MARITAl STRUS. MarrIecI
-...-.-.
w.idO'Wer
17..~......_...... South IHddeqtO/1
SUAVMNQ SPOUSE
(If wife, give maiden name)
17b. Coun
CumbeJtland
Old
_m
......
-'
Iwp
MauJt.ic.e
RenwNtlfrornStat.O
June 9 2001
LICENSE NUMBER
011589L
o -uo/
DUE TO (OR AS A
(ec~U1
aUENGE OF):
H.
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l~~n
: ol'llMllanct dHth
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I
I
No 0"'
..
L fA J>1
PART n: OIher I6gn/ficanI c:ondIttctnt contributing to dla'''', but
not: ""'Ing In the underlying cauH gtven in PART I.
5 e iI'VU... Co f> 0
{ :
d.
OUE 10 (OR AS' CONSEOUENCE Of):
DUE TO (OR AS A CONSEOUENCE OF):
WERe AUTOPSY FINOtNGS MANNER OF DEATH
MJlA8LE PRIOR TO ~
COMPLETION OF CAUSE 0
OF DERH? Natural Hom_
-..... 0 P~1ng lnvntfgatlon 0
....0 NoD - 0 Could not be delermlned 0
DATE: OF INJURY
(Month. Dey, _I
TIME OF INJURY
INJURY A1 WORK? DESCRIBE HOW INJURY OCCURRED.
.... 0 NoD
.He. 21b.
CIlIT...... ~ only"'"
.ClRTtn'1NG IItfYSICIAN (Phytician certifying ceuN of d8IIth........lll'1OIher ptl~ has pronounced death and ccwnpIel:ed Ita'n 23)
TO.....ot""~........OClOUn'ed...to...auIle(.).nd~..etaWd.,..,.........................................,...., .
H.
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PLACE OF tNJURY. At holM, 'arm, str.... IKtoty, ofb
""""'.OlC.(Spec:lIy)
....
"IIEDtCAL EXAIIIHERICORONEA
On the t.eIa of elfamlMtfon aneIIor~. In my opI"ton, deeth occumtd., the time. ute, and place, end due to the OMIH(a) end
manner....ated................,..,.........,..................................o.................o.............. .
a1L
REGISTRAR'S SKlNATURE AND NU
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34.
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'MONOUHCINQ AND CMTlftYlNQ ltHyatCIAN (Phyeicien both pronouncing dMth andcer1itying tocaJN of death)
To......oI my knowIedglt, ctNth OOOUI'I'Matthe time, Ute, tlndplece, and due to the cauM(a) and rNIr\M1''' stated................., ..,., , ..
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LAST WILL AND TESTAMENT
OF
GENEVIEVE HELEN MOVERS
I, GENEVIEVE HELEN MOUERS, of 618 West Pine Street, Mt.
Holly Springs, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this to be my Last Will and Testament, hereby revoking and
making void all previous Wills and Codicils heretofore made by me.
1
I order and direct my personal representative(s) hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as soon
after my death as is reasonably possible. However, my personal
representative (s) need not accelerate and pay those unmatured
obligations which, in his, her or its opinion, it might be proper
and more advantageous to retain or renew and pay as they become due
and payable. If I do not own a burial plot or a grave marker at
the time of my death, I authorize my personal representative(s), in
his, her or its sole discretion, to purchase a burial plot and to
erect a suitable grave marker at my grave, and to expend sums from
my estate for this purpose.
1
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
2
I give, devise and bequeath the following property with all
insurance proceeds thereon as follows:
a. All of my personal property shall be divided into five
equal shares between my daughter, NANCY L. SLOAN, and my
grandchildren, ROBERT L. SLOAN, JAMES R. SLOAN, TAMMY L. MARPOE,
and CARLA J. GARMAN.
3
I give, devise and bequeath the rest, residue and remainder of
my estate, together with all insurance proceeds thereon of whatever
nature and wheresoever situate, in equal shares, to my daughter,
NANCY L. SLOAN, and my granddaughters, TAMMY L. MARPOE and CARLA J.
GARMAN, providing that they survive me by sixty (60) days per
stirpes.
6
I grant my personal representative(s) the following powers in
addition to and not in limitation of such powers as my personal
representative(s) shall hold by law:
(a) To retain all property received including the stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To join in any corporation, partnership,
recapitalization, merger, reorganization or voting trust
plan; to delegate authority with respect thereto; to
2
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
deposit investments under agreements and pay assessments;
and generally to exercise all rights of investors,
including but not limited to, the voting of shares.
(c) To manage, operate, repair, improve, mortgage or lease on
any terms any real estate held or owned by my estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or personal,
without regard to the principle of diversification or any
other statute or general rule of law in his, her or its
absolute discretion, it being my intention to give my
personal representative (s) the broadest investment powers
possible, providing such investments do not unnecessarily
prevent the prompt settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative (s) shall see fit
in his, her, or its absolute discretion.
(g) To borrow money for the paYment of taxes or for any other
proper purposes in the administration of my estate, and
to mortgage or pledge estate assets as security.
(h) To compromise claims without court approval including,
~ but not limited to, any controversies with the United
~ States of America or the Commonwealth of Pennsylvania
concerning estate and inheritance taxes on any interests
3
~
l
~
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
that may pass under this my Last will and Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j ) To undertake any and all acts deemed necessary and proper
by my personal representative(s)
for the proper,
advantageous and prompt management of the settlement of
my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it may
seem best and to execute and deliver all instruments and
to do all acts which he, she or it deems necessary or
proper to carry out the purposes of this, my Last Will
and Testament.
7
No interest of any beneficiary of my estate, either in income
or in principal, shall be subj ect to anticipation or pledge,
assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber his
interest either in income or principal, nor shall the interest of
any beneficiary be liable or subject in any manner while in the
possession of my personal representative(s) for the liability of
such beneficiary.
4
~
f
~
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
8
I nominate, constitute and appoint my daughter, NANCY L.
SLOAN, as Executrix of this my Last will and Testament.
In the
event my spouse is deceased, unable or unwilling to serve or shall
cease to serve for any reason whatsoever, then I nominate,
constitute and appoint my grandchildren, TAMMY L. MARPOE and ROBERT
L. SLOAN, as personal representatives of this my Last will and
Testament. I direct that my personal representative(s) shall not
be required to give or post bond for the faithful performance of
his, her or its duties in this or any other jurisdiction.
9
I hereby declare it to be my expressed desire that my personal
representative(s) employ the law firm of Michael J. Hanft, Esquire,
of Cumberland County, Pennsylvania, for legal advice and assistance
regarding this my Last will and Testament, they having considerable
knowledge of my affairs, views and wishes respecting any matters
that may arise at the probate of this instrument, the
administration of my estate, and the execution of the powers herein
mentioned.
Any mention of Michael J. Hanft, Esquire in this my
Last will and Testament, is my free and voluntary act and through
no influence by any person.
IN WITNESS WHEREOF, I have hereunto set my hand to this my
Last will and Testament this ()rd- day of SWlefnbcr-, 1999.
5
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
WITNESS:
~1/V
~/"rd ~.hA)
a /
,i$e~-(~ 1~tW/, '71?t<<~. Ii/'
Genevieve He1 n Mouer
6
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, Genevieve Helen Mouers, the Testatrix whose name is signed
to the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last will and Testament; that I signed it
willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
~?J&'~~~
enevieve Belen Mouers
Sworn or affirmed and acknowledged before me by Genevieve
Belen Mouers the Testatrix this D,dL daY,of ~~ber , 1999.
~C7f.~
Notarial Seal
Denise L. Nye, Notary Public
South Middleton Twp., Cumberland County
My Commission Expires Feb. 26, 2001
Member, pennsytvanlaAssoCialion ot Notanes
7
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
WE, fl11cJ1Del :S. 'NClf').(:'c
and I/~Iy\.~ ~
, the witnesses whose names are attached to
the foregoing document, being duly qualified according to law, do
depose and say that we were present and saw Genevieve Helen Mouers,
the Testatrix sign and execute the instrument as her Last will and
Testament; that she signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed; that
each subscribing witness in the hearing and sight of the Testatrix
signed the Last will and Testament as witnesses and that to the
best of our knowledge the Testatrix was at the time 18 or more
years of age, of sound mind and under no constraint or undue
influence.
Sworn or affirmed and subscribed before me
cNQflt.l
of ~ ' 1999.
and
K~S~
CboJU.J--
by m I c.rOO ::J.
this !Jfd- day
Notarial Seal
Denise L. Nye, Notary Public
South Middleton Twp., Cumberland County
My Commission Expires Feb. 26, 2001
Member. pennsytvanlaAssoCiation 01 Notaries
~bf /~~
8
F: \User Folder\Finn Docs\Estates\ 1129-1 certification. notice. wpd
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: GENEVIEVE HELEN MOVERS
Date of Death: June 5, 2001
Estate No. 21-01-0609
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 following beneficiaries of the above-captioned estate on October
24,2001:
Name
Nancy L. Sloan
Robert L. Sloan
James R. Sloan
Tammy L. Marpoe
Carla J. Garman
Address
617 West Pine Street, Mt. Holly Springs, P A 17065
618 West Pine Street, Mt. Holly Springs, P A 17065
617 West Pine Street, Mt. Holly Springs, P A 17065
336 Doubling Gap Road, Newville, PA 17241
1038 Alexander Spring Road, Carlisle, P A 17013
Notice has not been given to all persons entitled thereto unde
If) /~<-{ I cJr
Name:
ule 5.6(a) except: N/A.
1;
Michael J.H , Esqui
Attorney J.D. No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, P A 17013-9142
(717) 249-5373
Counsel for personal representative
Date:
Address:
Telephone:
Capacity:
IN RE ESTATE OF
GENEVIEVE H. MOUERS
: IN THE CUMBERLAND COUNTY COURT
: OF COMMON PLEAS, COMMONWEALTH
: OF PENNSYL VANIA
: ESTATE NO.: 21-2001-609
ORDER OF COURT
~
AND NOW, this,f day of November, 2002, after due consideration of
the within Petition, IT IS HEREBY ORDERED AND DECREED THAT a Rule issue
upon Nancy L. Sloan, Executrix, to show cause why the relief requested in the Petition
for Removal of Personal Representa . ve should not be gr ted.
o
,
~CC-t.., .
Rule Returnable:
Michael Hanft, Esquire
19 Brookwood Ave.
Suite 106
Carlisle, P A 17013-9142
BY THE COURT:
J.
Distribution:
Jason P. Kutulakis, Esquire
Michael Hanft, Esquire
. .....l
(,:; !:
ii l
__'-_n
,
IN RE ESTATE OF
GENEVIEVE H. MOUERS
IN THE CUMBERLAND COUNTY COURT
OF COMMON PLEAS, COMMONWEALTH
OF PENNSYLVANIA
ESTATE NO.: 21-2001-609
PETITION FOR REMOVAL OF PERSONAL REPRESENTATIVE
FOR MISMANAGEMENT OF EST A TE
Pursuant to 20 Pa.C.S. S 3182(1), Carla Garman and Tammy Marpoe petitions
this Honorable Court to remove Nancy L. Sloan as the executrix of the estate of
Genevieve H. Mouers, deceased. Petitioners respectfully represent that:
1. Petitioner, Carla J. Garman, is a beneficiary of the Last Will and Testament of
Genevieve H. Mouers.
2. Petitioner, Tammy L. Marpoe, is a beneficiary of the Last Will and Testament
of Genevieve H. Mouers.
3. Geneveive H. Mouers was the maternal grandmother to both petitioners.
4. Nancy L. Sloan was appointed executrix of the estate of Genevieve H. Mouers,
deceased, on September 3, 1999 by Genevieve H. Mouers.
5. Nancy L. Sloan is the natural daughter of Genveive H. Mouers.
6. Nancy L. Sloan, executrix, has mismanaged and is mismanaging the estate of
Genevieve H. Mouers, in that:
(a) The executrix has allowed her children to live in the deceased's home without
collecting regular monthly rent payments.
(b) The executrix has allowed the homeowners' insurance policy on the
deceased's home to lapse.
(c) The executrix has failed to reasonably maintain the appearance and'---
habitability ofthe deceased's home.
(d) The executrix has refused to open the deceased's home to permit inspection
after the two potential buyers of the home were presented to the executrix.
(e) The executrix intends to sell the deceased's home to her son at a price of
$30,000 to $35,000.
(f) The two potential buyers that have been refused inspection have offered to
pay $40,000 to $45,000 for the deceased's home.
WHEREFORE, petitioners respectfully request that Nancy L. Sloan be ordered to
appear and show cause why she should not be removed as the executrix of the estate, and
that the court grant such other and further relief as may be deemed proper.
Respectfully Submitted,
ABOM & KUTULAKIS, L.L.P.
H - '7- 0 z...
Date
Jas n P. Kutulakis, Esquire
Att mey J.D. No. 80411
8 South Hanover Street; Suite 204
Carlisle, P A 17013
(717) 279-0900
Attorney for Petitioners
IN RE ESTATE OF
GENEVIEVE H. MOUERS
: IN THE CUMBERLAND COUNTY COURT
: OF COMMON PLEAS, COMMONWEALTH
: OF PENNSYLVANIA
: CIVIL DOCKET NO.:
VERIFICATION
I verify that the statements made in the foregoing complaint and
divorce are true and correct. I understand that false statements herein
are made subject to the penalties 18pa. c. s. ~4904, relating to unsworn
falsifications to authorities.
DATE:~ ~5-0l
. .
CERTIFICATE OF SERVICE
AND NOW, this 7th day of November 2002, I, Jason P. Kutulakis, Esquire, by
and through ABOM & KUTULAKIS, hereby certify that I did serve a true and
correct copy of the foregoing Petition, upon the below listed counsel of record
and/ or parties by depositing, or causing to be deposited, same in the United States
Mail, First-class mail, postage prepaid addressed to the following:
Michael Hanft, Esquire
19 Brookwood Ave.
Suite 106
Carlisle, P A 17013-9142
Date: November 7, 2002
ABOM & KUTULAKIS, L.L.P.
I~
J as n P. Kutulakis
Attorney for Plaintiff
....
IN RE: ESTATE OF
GENEVIEVE H. MOUERS
IN THE COURT OF COMMON PLEAS
ORPHANS' COURT DIVISION
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 21-2001-609
CITATION
WE COMMAND, you that laying aside all business and excuses whatsoever, you be and appear in your
proper person before the Honorable Judges of the Court of Common Pleas, Orphans' Court Division at a
session of the said Court there to be held, for the County of Cumberland to show cause why THE RELIEF
REQUESTED IN THE PETITION FOR REMOVAL OF PERSONAL REPRESENTATIVE SHOULD
NOT BE GRANTED.
Witness my hand an official seal of office at Carlisle, Pennsylvania, this 15TH day of NOVEMBER,
2002.
C oi(
/
ORPHANS' COURT DNISION OF THE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: GENEVIEVE HELEN MOUERS
Date of Death: June 5, 2001
Admin. No. 21-01-0609
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion ofthe administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No-X..
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: Within 6 months
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for the personal representative's account
IS:
c. Did the personal representative state an account informally to the parties in interest?
Yes No
d. ~opies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: January~7, 2003
Respectfully submitted,
HANFT & KNIGHT, P.c.
~21It
"MIchael J. Hanft, Esq . e
Attorney ill No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, Pennsylvania 17013-9142
(717) 249-5373
Counsel for personal representative
F:\User Folder\Firm Docs\Estates\1169.l.status.rpt.wpd
IN RE ESTATE OF
GENEVIEVE H. MOUERS
: IN THE CUMBERLAND COUNTY COURT
: OF COMMON PLEAS, COMMONWEALTH
: OFPENNSYLVANIA
: ESTATE NO.:
ORDER OF COURT
AND NOW, this ,4 !dv at January, 2003, upon consideration at the
petitioner's Petition to Make Rule Absolute, and upon the failure of the Executrix,
Nancy L. Sloan, to file a timely response to the Petition for Removal of Personal
Representative for Mismanagement of the Estate, IT IS HEREBY ORDERED AND
DECREED that the Rule is hereby made absolute. The Petition is granted and
Nancy L. Sloan is hereby removed as Executrix in the Estate of Genevieve H.
Mouers.
It is further Ordered and Decreed that Carla J. Garman and Tammy
L. Marpoe are hereby appointed Co-Executrix on the above-captioned Estate.
BY THE COURT:
Distribution:
Michael Hanft, Esquire
29 Brookwood Avenue
Carlisle, PA 17013
Jason P. Kutulakis, Esquire
8 South Hanover Street, Suite 204
Carlisle, PA 17013
IN RE ESTATE OF
GENEVIEVE H. MOUERS
: IN THE CUMBERLAND COUNTY COURT
: OF COMMON PLEAS, COMMONWEALTH
: OF PENNSYLVANIA
: ESTATE NO.: 21-2001-609
TO THE HONORABLE GEORGE E. HOFFER, JUDGE OF SAID COURT:
PETITION TO MAKE RULE ABSOLUTE
u~
AND NOW, this l.L day of January, 2003, comes the petitioners,
Carla J. Garman and Tammy L. Marpoe, by and through their attorney, Jason P.
Kutulakis, Esquire, of ABOM & KUTULAKIS, L.L.P., and files this Petition to Make Rule
Absolute, and in support thereof, avers the following:
1. On November 7, 2002, the petitioners filed a Petition for Removal
of Personal Representative for Mismanagement of Estate pursuant to 20 Po. C. S.
S3182(1), seeking to remove Nancy L. Sloan as the executrix of the above-
named estate.
2. A Rule to Show Cause, returnable ten (10) days from the date of
service, was signed by This Honorable Court on November 14, 2002, and served
upon the attorney for the Estate, Michael Hanft, Esquire.
3. To date, there has been no response to the Rule, although the
time for response has passed.
WHEREFORE, the petitioners pray This Honorable Court to make the
above Rule absolute and grant the Petition for the removal of Nancy L. Sloan
from the above-captioned Estate. It is further requested that the Petitioners be
appointed as co-executrix.
Respectfully submitted,
ABOM & KUTULAKIS, L.L.P.
"
. j(Pl~/
Jaspn P. Kutulakis, Esqurre
Attorney I.D. #80411
8 South Hanover Street, Suite 204
Carlisle, P A 17013
(71 7) 249-0900
Attorney for Petitioners
CERTIFICATE OF SERVICE
AND NOW, this 14th day of January, 2003, I, Jason P. Kutulakis, Esquire, by
and through ABOM & KUTULAKIS, hereby certify that I did serve a true and
correct copy of the foregoing Petition to Make Rule Absolute, upon the below
listed counsel of record and/or parties by depositing, or causing to be deposited,
same in the United States Mail, First-class mail, postage prepaid addressed to the
following:
Michael Hanft, Esquire
19 Brookwood Ave.
Suite 106
Carlisle, P A 17013-9142
Date: January 14,2003
ABOM & KUTULAKIS, L.L.P. .
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Attorney for Petitioners
REV. &0 EX + (6~0)
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128.0601
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DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL)
Mouers, Genevieve Helen
FILE NUMBER
21 01
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
00609
NUMBER
DATE OF DEATH (MM-DD-YEAR)
DATE OF BIRTH (MM-DD-YEAR)
177-16-0857
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
6. Decedent Died Testate (Attach copy
of Will)
9. Litigation Proceeds Received
4a. Future Interest Compromise (date of death after
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10. Spousal Poverty Credit (date of death between
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
~ 1. Original Return
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2. Supplemental Return
06/05/2001
09/04/1919
19 Brookwood Avenue, Suite 106
Carlisle, P A 17013
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
28,712.48
OFFiCIAL.. USE ONL '{
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
4. Limited Estate
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Tl-IlSiSeCTIONiMUSTiBEiCO
AME
Michael J. Hanft, Esquire
IRM NAME (If applicable)
Hanft & Knight, P.c.
ELEPHONE NUMBER
717/249-5373
None
None
None
6,645.72
None
None
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
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4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(8)
35,358.20
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
(9)
(10)
10,836.61
2,095.33
(11 )
12,931.94
22,426.26
(12)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(13)
(14)
22,426.26
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00 (15)
or transfers under Sec. 9116(a)(1.2)
z 22,426.26 .045 (16)
0 16. Amount of Line 14 taxable at lineal rate x
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Q. 17.Amount of Line 14 taxable at sibling rate x .12 (17)
::E
0
0
S 18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
1,009.18
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
1,009.18
'>> BE SIiIRE TO ANsWER~,QU~Sli6'Ns:ONiRI,:VERSE SIDE AND RECHECK MAtH <<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
617 West Pine Street
CITY
Mt. Holly Springs
I STATE PA
I ZIP 17065
Tax Payments and Credits:
1. Tax Due (Page 1 line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1 )
1,009.18
Total Credits (A + 8 + C)
(2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
49.82
8. Enter the total of line 5 + 5A. This is the BALANCE DUE.
(3) 49.82
(4)
(5) 1,059.00
(5A)
(58) 1,059.00
Total Interest/Penalty (D + E)
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and:
a. retain the use or income of the property transferred;..................................................................................
b. retain the right to designate who shall use the property transferred or its income;....................................
c. retain a reversionary interest; or............... ...................................................................................................
d. receive the promise for life of either payments, benefits or care?..............................................................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?................................................................................................................ ......
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?........................... ..........................................................................................
Yes No
~ I
o 181
o 181
o 181
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Tam L. Marpoe
DATE
t<
336 Doubling Gap Road
Newville, P A 17241
t.f'IS"-a3
ADDRESS
DATE
1038 Alexander SQring Road
Carlisle, PA 170n
ADDRESS
19 Brookwood Avenue, Suite 106
Carlisle, P A 17013
e;-I S -()j
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)).
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)).
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P.S. 99116 (a) (1)].
The tax rate imposed on the net value oftransfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
I FILE NUMBER
21 - 01 - 00609
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a wimng seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
Mouers, Genevieve Helen
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
28,712.48
Net proceeds from sale of 618 West Pine Street, Mt. Holly Springs, Cumberland County, Pennsylvania
(see attached copy ofHUD-1)
TOTAL (Also enter on Line 1, Recapitulation)
28,712.48
. . ,r
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT l.DFHA 2.OFmHA 3. [!lCONV. UNINS. 4. OVA 5.OcONV.INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT 2988.1 110161
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This form Is furnished to give you e stBtement of actuBI sattlamant costs. Amounts paid to and by tha sattlamant Bgant Bra shown.
Itams mBfflad "[POCr wera pBld oulslda tha closing; /hay Bra shown hara for Informa/lonal purposas Bnd ara no/lncludad In tha totals.
10 31llS (2988.1SLOAN PFDI2988.1/121
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Robert L. Sloan and Estate of Genevieve H. Mouers Northwest Consumer Discount Co
Christy L. Sloan 223 Penrose Place
618 Pine Street Carlisle, PA 17013
Ml. Holly Springs. PA 17065
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 26-0007758 I. SETTLEMENT DATE:
618 West Pine Street Hanft & Knight, P.C.
Ml Holly Springs. 17065 January 30, 2003
Cumberland County PLACE OF SETTLEMENT
19 Brookwood Avenue, Suite 106
Carlisle, PA 17013-9142
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 35,000.00 401. Contract Sales Price 35,000.00
102. Personal Property 402. Personal Property
103. Settlement Charges to Borrower fLine 1400 12.602.76 403.
104. 404.
105. 405.
Ad'us/ments For Items Paid By Seller In advance Ad'ustments For Items Paid By Seller In advance
106. CountvfTwo Taxes to 406. CountvfTwpTaxes to
107. School Taxes 01131/03 to 07101/03 660.41 407. School Taxes 01/31/03 to 07/01/03 660.41
108. Assessments to 408. Assessments to
109. 409.
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 48,263.17 420, GROSS AMOUNT DUE TO SELLER 35,660.41
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 501. Excess Deposit fSee Instructions I
202. Principal Amount of New Loan/sl 48.000.00 502. Settlement Charaes to Seller (Line 1400) 6,921.00
203. Existing loan s laken sub'ect to 503. Existingloan(sl taken subiect to
204. 504. Payoff of first Mortgage
205. 505. PaYOff of second Mortoaoe
206. 506.
207. 507.
208. 508.
209. 509.
Adius/ments For Items UnDald By Seller Ad'ustments For Items UnDald By Seller
210. CountvfTwp Taxes 01/01103 to 01/31/03 26.93 510. CountyfTwo Taxes 01/01/03 to 01/31/03 26.93
211. School Taxes to 511. School Taxes to
212. Assessments to 512. Assessments to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PA/D BY/FOR BORROWER 48,026.93 520. TOTAL REDUCTION AMOUNT DUE SELLER 6.947.93
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER:
301. Gross Amount Due From Borrower (Line 120 48,263.17 601. Gross Amount Due To Seller Line 420) 35.660.41
302. Less Amount Paid BylFor Borrower (Line 220) ( 48,026.93 602. Less Reductions Due Seller (Line 520) ( 6,947.93
303. CASH ( X FROM) ( TO) BORROWER 236.24 603. CASH ( X TO) ( FROM) SELLER 28,712.48
OMB NO 2502 0265 no..
"'~I. rl!I~~/If
I'i: II
The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein.
Borrower ~1. ~
Robert L. Sloan
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. L. SETTLEMENT CHARGES
700. TOTAl COMMISSION Based on Price S (1i) % PAID FROM PAJOFROM
Division o( Commission line 700} as Follows: BORROWER'S SELLER'S
701. ~ to FUND$AT FUNDS AT
702. ~ 10 SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement
704. to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee 4.7535 % 10 Northwest COC 2,281.67
802. Loan Discount % to
803. Payoff 1 st Personal Loan to Northwest COC 7.628.96
804. Payoff 2nd Personal Loan to Northwest COC 978.42
805. Property Search to National Real Estale 618 Pine Street 250.00
806. Escrows for ReDairs 10 Northwest COC 5,000.00
807. Appraisal- 2nd Opinion to Northwest COC 100.00
808. Notary Fee to Northwesl COC 2.00
809. Credit Bureau to Northwest COC 16.96
810. Application Fee to Northwest COC 75.00
811. ProDertv Search to National Real Estate 617 Pine Street 75.00
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interesl From 01/30/03 to 02101/03 @ $ /day ( 2 days %)
902. Mortoaoe Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 years 10 Juniata Mutual Insurance Comoanv ($179.00
904.
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance months S oer month
1002. Mortoage Insurance months S Der month
1003. CounNrrwpTaxes months $ Der month
1004. School Taxes months $ Der month
1005. Assessments months @ $ per monlh
1006. months i1ll $ oer month
1007. months @ $ per month
1008. Aooreoale Adjuslment months I/l) $ "er month
1100. TITLE CHARGES
1101. Settlemenl or Closino Fee to
1102. Addl Attv Fees to Close to Hanft & Knioht. P.C. 375.00
1103. Document Prenaration to Hanft & Knioht. P.C. 150.00
1104. Attorney's Fee to
1105. Notarv Fee to Notarv Public 5.00
1106. Notarv Fees to
1107. Title Binder Fee to
includes above item numbers:
1108. Title Insurance to L TIC/Hanft & Kniaht P .C. 546.75
includes above item numbers: )
1109. Lender's Coverage S 48.000.00
1110. Owner's Coverage ~ 35,000.00
1111. Endorsements 100/300/8.1 to L TIC/Hanft & Knight. P.C. 150.00
1112. Closing Service Letter to Lawyers Title Insurance Corporation 35.00
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 38.50; Mortgage $ 44.50; Releases $ 83.00
1202. CiMCounNTax/StamDs: Deed . Mortaaae
1203. State Tax/Stamas: Revenue Stamos ; Mortaaa-e
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev 10
1302. Pest InsDeclion to
1303.
1304. 2002-2003 School Tax Bill to Judv CamDbell 1,771.00
1305.
1400. TOTAL SETTLEMENT CHARGES IEnter on LInes 103. Section J and 502, Section Kl ~ 12.602.76 6,921.00
By_..ge , '" "'" ''''_'.Ih. ';gna'o... .Cknowledge 'ec8lpl of. compleled copy of page 2 of 1111. ,...., page ...7Vv....... L(X' )'JI-fj
Ha~~Knight. P.C. / ..
Sell ment Agent
1-''''\j(J'-
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Certified ta be a true copy.
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(2Q88.1/2988.1 / 12 )
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mouers, Genevieve Helen
I FILE NUMBER
21 - 01 - 00609
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE OF
DEATH
5,645.72
Cornerstone Federal Credit Union, Checking and Savings Account No. 12905
2
Miscellaneous Personal Property
1,000.00
TOTAL (Also enter on Line 5, Recapitulation)
6,645.72
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINI5TRA1lVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mouers, Genevieve Helen
I FILE NUMBER
21 - 01 - 00609
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Gibson-Hollinger Funeral Home, Inc., 501 North Baltimore Street, Mt. Holly Springs, PA
17065
8,023.40
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State Zip
2.
Attorney's Fees
Hanft & Knight, P.c. -- Michael J. Hanft, Esquire
2,500.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
Relationship of Claimant to Decedent
Probate Fees Fee to Register of Wills - Cumberland County
State
Zip
4.
121.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Fee to The Sentinel, P. O. Box 130, Carlisle, PA 17013 to advertise Grant of Letters
113.27
2
Fee to Cumberland Law Journal, 2 Liberty Avenue, Carlisle, PA 17013 to advertise Grant of
Letters
75.00
Total of Continuation Schedule(s)
3.94
TOTAL (Also enter on line 9, Recapitulation)
10,836.61
.
Schedule H
Funeral Expenses &
AdministJative Cos1s continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mouers, Genevieve Helen
I FILE NUMBER
21 - 01 - 00609
3
Fee to Postmaster to send letter by certified mail to DPW
3.94
Page 2 of Schedule H
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mouers, Genevieve Helen
I FILE NUMBER
21 - 01 - 00609
Include unreimbursed medical expenses.
ITEM
NUMBER
I
DESCRIPTION
AMOUNT
2001-2002 School Taxes [for 618 West Pine Street, Mt. Holly Springs, Cumberland County,
Pennsylvania, Tax J.D. No. 40-32-2334-00IA]
1,564.43
2
2001 County/Township Taxes [for 618 West Pine Street, Mt. Holly Springs, Cumberland County,
Pennsylvania, Tax J.D. No. 40-32-2334-00IA]
323.55
3
Shipley Energy, Customer No. 380731, oil bill
103.00
4
Three Springs Family Practice, medical bills
34.29
5
Masland Associates, Account No. 28218-1-1, medical bills
5.69
6
Sprint, Account No. 717-486-5677-900, phone bill
3.49
7
GPU Energy, Account No. 100019209053, electric bill
60.88
TOTAL (Also enter on Line 10, Recapitulation)
2,095.33
REV.1513 EX+ (9-00)
.
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mouers, Genevieve Helen
I FILE NUMBER
21 - 01 - 00609
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
nn Nntl .
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Nancy L. Sloan daughter 1/5 personal property,
617 West Pine Street 1/3 residue of estate
Mt. Holly Springs, P A 17065
2 Robert L. Sloan grandson 1/5 personal property
618 West Pine Street
Mt. Holly Springs, P A 17065
3 James R. Sloan grandson 1/5 personal property
617 West Pine Street
Mt. Holly Springs, P A 17065
4 Tammy L. Marpoe granddaughter 1/5 personal property,
336 Doubling Gap Road 1/3 residue of estate
Newville, PA 17241
See Continuation Schedule(s) attached
Enter dollar amounts for distributions shown above on lines 15 through 18. as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
.
SCHEDULE J
BENEFICIARIES continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mouers, Genevieve Helen
I FILE NUMBER
21 - 01 - 00609
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
Do Not List Trustee(s) OF ESTATE
I. AXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116(a)(1.2)]
5 Carla J. Garman granddaughter 1/5 personal property,
1038 Alexander Spring Road 1/3 residue of estate
Carlisle, PA 17013
Page 2 of Schedule J
. .
,
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LAST WILL AND TESTAMENT ~(Q) ~
OF
GENEVIEVE HELEN MOVERS
I, GENEVIEVE HELEN MOUERS, of 618 West Pine Street, Mt.
Holly Springs, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this to be my Last Will and Testament, hereby revoking and
making void all previous Wills and Codicils heretofore made by me.
1
I order and direct my personal representative(s) hereinafter
named to pay all of my just debts, funeral expenses and expenses
involved or connected with the administration of my estate as soon
after my death as is reasonably possible.
However, my personal
representative (s) need not accelerate and pay those unmatured
obligations which, in his, her or its opinion, it might be proper
and more advantageous to retain or renew and pay as they become due
and payable. If I do not own a burial plot or a grave marker at
the time of my death, I authorize my personal representative(s), in
his, her or its sole discretion, to purchase a burial plot and to
erect a sui table g~~'y1ii~~iK~I';at my grave, and.__!:o expend sums from
--~ ;-'-;.
~~- ~~.
my estate for this purpose.
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1
j..,j
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
2
I give, devise and bequeath the following property with all
insurance proceeds thereon as follows:
a. All of my personal property shall be divided into five
equal shares between my daughter, NANCY L. SLOAN, and my
grandchildren, ROBERT L. SLOAN, JAMES R. SLOAN, TAMMY L. MARPOE,
and CARLA J. GARMAN.
3
I give, devise and bequeath the rest, residue and remainder of
my estate, together with all insurance proceeds thereon of whatever
nature and wheresoever situate, in equal shares, to my daughter,
NANCY L. SLOAN, and my granddaughters, TAMMY L. KARPOE and CARLA J.
GARMAN, providing that they survive me by sixty (60) days per
stirpes.
6
I grant my personal representative(s) the following powers in
addition to and not in limitation of such powers as my personal
representative(s) shall hold by law:
(a) To retain all property ~eceived including the stock of
any corporate ,ct:LQ:gci~fY,~cting hereunder, proyided~g}..l_SQ;___c,-,__ .._
". ." "~.. '''''-, P' -''''-'i~..::.=..__.=.o.,
.--'properfyc--"1:-emaI:h-s ~ producti ve .'-'~~
(b) To
join
any
in
corporation,
partnership,
recapitalization, merger, reorganization or voting trust
plan; to delegate authority with respect thereto; to
2
~
~
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
deposit investments under agreements and pay assessments;
and generally to exercise all rights of investors,
including but not limited to, the voting of shares.
(c) To manage, operate, repair, improve, mortgage or lease on
any terms any real estate held or owned by my estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or personal,
without regard to the principle of diversification or any
other statute or general rule of law in his, her or its
absolute discretion, it being my intention to give my
personal representative (s) the broadest investment powers
possible, providing such investments do not unnecessarily
prevent the prompt settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
. part of my estate in any manner and on such terms and
conditions as my personal representative (s) shall see fit
in his, her, or its absolute discretion.
(g) To borrow money for the paYment of taxes or for any other
proper purposes in the administration of my estate, and
-"",;,,;2S;::ii,=~q,,,rnortgage or pledge est:ate assets as security.
.~~~:..,..'._-'-'- ~' -- -.~ -. , md'_____' '_.'~__' ~_.'~_' . ".._._
_:::-::=ni)~:-~:Tocompromise cici.ims without courf~appr6-\Tai includIng i-' ~==--
but not limited to, any controversies with the United
States of America or the Commonwealth of Pennsylvania
concerning estate and inheritance taxes on any interests
3
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOOERS
that may pass under this my Last Will and Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and proper
by my personal representative(s)
for the proper,
advantageous and prompt management of the settlement of
my estate.
(k) In general, to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right,
upon such terms and conditions as to him, her or it may
seem best and to execute and deliver all instruments and
to do all acts which he, she or it deems necessary or
proper to carry out the purposes of this, my Last Will
and Testament.
7
No interest of any beneficiary of my estate, either in income
or in principal, shall be subj ect to anticipation or pledge,
assignment, sale or transfer in any manner, nor shall any
beneficiary have the power in any manner to charge or encumber his
i13ter~f?t~ther. in income or princ;ipali~n~~~-]~l:.,:i:nterestof
~ny'Cbeti~ficiary be liable or subl~ct inany-=rnann~;'~while in the
~ possession of my personal representative(s) for the liability of
~ such beneficiary.
4
~l
.....~
~
f
~
. ,
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
8
I nominate, constitute and appoint my daughter, NANCY L.
SLOAN, as Executrix of this my Last will and Testament.
In the
event my spouse is deceased, unable or unwilling to serve or shall
cease to serve for any reason whatsoever, then I nominate,
constitute and appoint my grandchildren, TAMMY L. MARPOE and ROBERT
L. SLOAN, as personal representatives of this my Last Will and
Testament. I direct that my personal representative(s) shall not
be required to give or post bond for the faithful performance of
his, her or its duties in this or any other jurisdiction.
9
I hereby declare it to be my expressed desire that my personal
representative(s) employ the law firm of Michael J. Hanft, Esquire,
of Cumberland County, Pennsylvania, for legal advice and assistance
regarding this my Last Will and Testament, they having considerable
knowledge of my affairs, views and wishes respecting any matters
that may arise at the probate of this instrument, the
administration of my estate, and the execution of the powers herein
mentioned. Any mention of Michael J. Hanft, Esquire in this my
Last will and Testament, is my free and voluntary act and through
no influence by any person.
Last
.c?': _~'~-:::;:.:;z~::~-~-o.: '..
.". ...-. . .. -
IN WITNESS -WHEREOF ,mI ,. have . h~reunfo.set my~and to this
Will and Testament this ()rrJ.- day of Seo\e{nbcr-, 1999.
my
5
.
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
WITNESS:
~
I
)0J,~d c.AahA)
a /
"~
.t.~e.~-t&*/~<q,,-~
Genev1eve He1 n Mouer
.- - .' ----..--_... --
C',-.___ ____.._.___ -~~. _,__,-. _~___~
---,,::.::~~::~~::~~. -:.._~..~
~-_._-,
-~.- -....-.-~-_..~.-.:c-c-::::-::..:-.:.... .
--._._--------.-~
6
.
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
I, Genevieve Helen Mouers, the Testatrix whose name is signed
to the attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my Last will and Testament; that I signed it
willingly, and that I signed it as my free and voluntary act for
the purposes therein expressed.
/f;. -
. mt~t~~~
enevieve Helen Mouers
Sworn or affirmed and acknowledged before me by Genevieve
Helen Mouers the Testatrix this 3,dL daY,of ~~ber , 1999.
~M-~
Notarial Seal
Denise L. Nye, Notary Public
South Middleton Twp.. Cumberland County
My Commission Expires Feb. 26, 2001
Member, Pennsylvania AssoCiation 01 Notaries
.j
_-1
"_'-7"~
:-:,~-:-:-':::--'-:"::"":::-'~::-~~
.__.____~~~__ _ "'3
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"9
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7
... ..
LAST WILL AND TESTAMENT OF GENEVIEVE HELEN MOUERS
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
WE, ((),cJ1De.1 :J. tJa.nft.
and I(~t..q. ~
, the witnesses whose names are attached to
the foregoing document, being duly qualified according to law, do
depose and say that we were present and saw Genevieve Helen Mouers,
the Testatrix sign and execute the instrument as her Last Will and
Testament; that she signed willingly and that she executed it as
her free and voluntary act for the purposes therein expressed; that
each subscribing witness in the hearing and sight of the Testatrix
signed the Last will and Testament as witnesses and that to the
best of our knowledge the Testatrix was at the time 18 or more
years of age, of sound mind and under no constraint or undue
influence.
Sworn or affirmed and subscribed before me
cNW1t.t ___ and -K~ s, 00.JW-
~~~~~~999.
by m I eYf)el ::r.
this !J(d- day
of
~~J~<-
...;. ---
f'"":;:. ~4'."
Notarial Seal
Denise L. Nye. Notary Public
South Middleton Twp.. Cumberland County
My Commission Expires Feb. 26, 2001
Member. PennsylVania AssOCIation ot Notaries
8
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG. PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HANFT MICHAEL J ESQUIRE
19 BROOKWOOD AVENUE
SUITE 106
CARLISLE, PA 17013
_n_____ fold
ESTATE INFORMATION: SSN: 177-16-0857
FILE NUMBER: 2101-0609
DECEDENT NAME: MOUERS GENEVIEVE HELEN
DATE OF PAYMENT: 04/15/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/05/2001
NO. CD 002446
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,059.00
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,059.00
REMARKS: MICHAEL J HANFT ESQUIRE
CHECK# 1338
SEAL
INITIALS: AC
RECEIVED BY:
REGISTER OF WILLS
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
"\, / h ~:;. :/('" (
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Recorc",;u
ReOlsL
,:s of DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
All :49JUNTY
ACN
06-03-2003
MOUERS
06-05-2001
21 01-0609
CUMBERLAND
101
.03
JUN -6
MICHAEL J HANFT ESQ
HANFT & KNIGHT
19 BROOKWOOD AVE 106 CtBrk
CARLISLE PA 1701~\IInbE:ild'
'*
REY-1541 EX AFP lDl-05>
GENEVIEVE H
Allount Rellitted
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 ~
REY=is'4j-E3f-AFP--Hff=03Y-NOYicE--OF-YNHEiiifAi"-ci-TAX-1rppRA-isEirENi':--ALi-oWANci-oR'-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOUERS GENEVIEVE H FILE NO. 21 01-0609 ACN 101 DATE 06-03-2003
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
22.426.26 X 045 = 1.009.18
.00 X 12 = .00
.00 X 15 = .00
(9)= 1.009.18
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
28 . 712 . 48
.00
.00
.00
6.645.72
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
10,836.61
2.095.33
nl)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account.
subllit the upper portion
of this forll with your
tax paYllent.
35.358.20
12.931 94
22.426.26
.00
22.426.26
TAX CRE.DITS:
..~v~.. (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-15-2003 CD002446 49.82- 1.059.00
BALANCE OF UNPAID INTEREST/PENALTV AS OF 04-16-2003 TOTAL TAX CREDIT 1.009.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. 14.51
TOTAL DUE 14.51
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before Decesber lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Cossonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requiresents of Section Zl40 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit with your paysent to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF MILLS. AGENT
A refund of a tax credit, which was not requested on the Tax Return, say be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assesssent
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Departsent of Revenue, Board of Appeals, Dept. Z81021, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of adsinistratively correctable errors.
If any tax due is paid within three (3) caiendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the sase sanner and in the the sase time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day fros the date of
death, to the date of paysent. Taxes which becase delinquent before January 1, 198Z bear interest at the rate of
six (6%) percent per annus calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z003 are:
Interest Daily Interest Daily Interest
Rate Factor Year Rate Factor Year Rate
Year
Daily
Factor
1982 ZO% .000548 1987 9% .000247 1999 n .00019Z
1983 16% .000438 1988-1991 11% .000301 ZOOO 8% .000219
1984 11% .000301 199Z 9% .000Z47 ZOOI 9% .000Z47
1985 13% .000356 1993-1994 n .000192 2002 6% .000164
1986 10% .000Z74 1995-1998 9% .000Z47 Z003 5% .000137
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assesssent. If paysent is sade after the interest computation date shown on the
Notice, additional interest must be calculated.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 2B0601
HARRISBURG. PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HANFT MICHAEL J ESQUIRE
19 BROOKWOOD AVENUE
SUITE 106
CARLISLE, PA 17013
____un fold
ESTATE INFORMATION: SSN: 177-16-0857
FILE NUMBER: 2101-0609
DECEDENT NAME: MOUERS GENEVIEVE HELEN
DATE OF PAYMENT: 06/09/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/05/2001
NO. CD 002656
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $14.51
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: MICHAEL J HANFT ESQUIRE
CHECK#1405
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$14.51
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
CI;
oK
ORPHANS' COURT DIVISION OF THE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
STATUS REPORT UNDER RULE 6.12
Name of Decedent: GENEVIEVE HELEN MOUERS
Date of Death: June 5, 2001
Admin. No. 21-01-0609
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration ofthe above-captioned estate:
1. State whether administration of the estate is complete:
Yes -K- 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 following:
a. Did the personal representative file a final account with the Court? Yes No -X
b. The separate Orphans' Court No. (if any) for the personal representative's account
IS:
c. Did the personal representative state an account informally to the parties in interest?
Yes -K- No
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Clerk of the Orphans' Court and may be attached to this report.
Date: ~ - {o-v 3
Respectfully submitted,
Z
:::l
J
'J
:'3
HANFT & KNIGHT, P.C.
~([J/1
.r.M.chael J. Hanft, quire
Attorney ill No. 57976
19 Brookwood Avenue, Suite 106
Carlisle, Pennsylvania 17013-9142
(717) 249-5373
Counsel for personal representative
("f)
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F:\User Folder\Finn Docs\Estates\1129-1.status.rpt.wpd
//-c2 ~L' " I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
~. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
REY-IU7 EX IFP 'DI-D31
Rtj(~:::-)i
Fh>
,-, ;
'.'1
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-30-2003
MOUERS
06-05-2001
21 01-0609
CUMBERLAND
101
GENEVIEVE H
MICHAEL J HANFT ESQ '03 JUL 11
HANFT & KNIGHT
19 BROOKWOOD AVE 10€:S;
CARLISLE PACti1lQt)i,
1111 :29
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure propar credit to your account, subllit tha upper portion of this for.. with your tax pay..ant.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :iitoj-ix-AFP-foY:03Y------...-iNirERi'fANc'E--TAx-sTAfEMENT-OF-AccoLiiif--...---------------- -----
ESTATE OF MOUERS GENEVIEVE H FILE NO. 21 01-0609 ACN 101 DATE 06-30-2003
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-03-2003
P R I NC I PAL TAX DU E : ...............................................................................-.............-..-..........--....-.............................-.........................-.-......--..............----.-...
1, 009.18
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-15-2003 CD002446 49.82- 1,059.00
06-09-2003 CD002656 14.51- 14.51
TOTAL TAX CREDIT 1,009.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
PAYMENT:
Detach the tDP pDrtiDn Df this NDtice and submit with YDur payment made payable tD the name and address
printed Dn the reverse side.
If RESIDENT DECEDENT make check Dr mDney Drder payable tD: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check Dr mDney Drder payable tD: COMMONWEALTH OF PENNSYLVANIA"
REFUND (CR): A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an
"ApplicatiDn for Refund Df Pennsylvania Inheritance and Estate Tax" (REV-1313). ApplicatiDns are available at
the Office Df the Register Df Wills, any Df the 23 Revenue District Offices Dr frDB the Department"s 2~-hDur
answering service fDr fDrms Drdering: 1-800-362-2050; services fDr taxpayers with special hearing and I Dr
speaking needs: 1-800-~~7-3020 (TT Dnly).
REPLY TO:
QuestiDns regarding errDrs cDntained Dn this nDtice shDuld be addressed tD: PA Department Df Revenue, Bureau
Df Individual Taxes, ATTN: PDSt Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phDne
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar mDnths after the decedent"s death, a five percent (5%) discDunt
Df the tax paid is allDwed.
PENALTY:
The 15% tax amnesty nDn-participation penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt
paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd.
INTEREST:
Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (I) day frDm the date Df
death, tD the date Df payment. Taxes which became delinquent befDre January I, 1982 bear interest at the rate Df
six (6%) percent per annum calculated at a daily rate Df .00016~. All taxes which became delinquent Dn and after
January I, 1982 will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate
annDunced by the PA Department Df Revenue. The applicable interest rates fDr 1982 thrDugh 2003 are:
Interest Daily Interest Daily Interest Daily
Year Rate FactDr Year Rate FactDr Year Rate FactDr
1982 20% .0005~8 1987 9% .0002~7 1999 n .000192
1983 16% .000~38 1988-1991 11% .000301 2000 8% .000219
198~ 11% .000301 199Z 9% .0002~7 2001 9% .0002~7
1985 13% .000356 1993-199~ n .000192 Z002 6% .00016~
1986 10% .000Z7~ 1995-1998 9% .0002~7 2003 5% .000137
--Interest is calculated as fDIIDWS:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NDtice issued after the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (IS) days
beYDnd the date Df the assessment. If payment is made after the interest cDmputatiDn date shDwn on the
NDtice, additiDnal interest must be calculated.