HomeMy WebLinkAbout02-0063PETITION FOR PROBATE and GRANT OF LETTERS
Estate of:ff~7~R¥ E£1z~lS~7~q t3~',qlq~' No.
alsoknownas I~. ~_l_/z,4 ,c3~'7'H E~z-~R,~' To:
~ Deceased.
Social Security No. ,,~/! -- .~-' -- ~. ?~ ~_
21-02-63
Register of Wills for the
County of C///a/~-/('z,q~D
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut/~
in the last will of the above decedent, dated F'eb, ;~ "/I !Y4q
and codicil(s) dated /J~ ~-r t I / ~' ~
in the
named
, 19.__
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~ t.,~n ~ ~e A,~W'O County, Pennsylvania, with
h e. r-< last family or principal residence at I /-o,~'~-:~ oo R ~' Z~/9 q: (~/4 iq z. ~ s ~. ~
~',~ /70 / ~
~ .. _ .'.~'"" .. (list street, number and muncipality)
Decendent, then- ' '~56 ?c years of age, died ~',~.a/~.,/4 ~ ~ ~ ~ 2 o~o ~ ,
Except as follows, d~ceden['~i~ not marry, was not divorced and did not h~ve a child born or adopted .
after execution of the ~ill offere~ for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at dea_th _owned-prOperty with estimated values as follows:
(If domiciled in Pa.) "~ % .:- All personal property
(If not domicilhd in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows:
WHEREFORE, petitioner(s) respectfully request(s) thep.robate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA '
The peUtmncr(s) aboye~named swear(s) or afhrm(s) that the statements ~n the foregoing pet~Uon are
true and c0rre~etlto.~he~best~gf:the knowledge and behef of petxUoner(s) and that as personal represen-
tative(s) 6f. the~fi:bove'de~ede'z~etitioner(s) will well' and truly administer the estate according to law.
Sworn to or afhrxned and subscribed
be,foY~n~e this /t~ ~ ~. _ day of [
/r / -- V '~egistey [
1%/O. 21-02-63
Estate Of MARY ELIZABETH BERRY
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW January I8 .~i:9~2002 .... 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 February 24, 1966 and April 15 1983
described therein be admitted to probate and filed of record as the last will of
MARY ELIZABETH BERRY ;
and Letters TESTAMENTARY
are hereby granted to
BARBARA ANN BERRY KISS%NGER
FEES
Probate, Letters, Etc .......... $ 200.00
.... 10.50
orr ,~ertmcates( ) .......... $ 1~. 8~
l~'~uar~ ~ea~ i o n ................ $
~.OO
JCP S 5.9~
TOTAL __ $ 238.50
Filed ... J~UAgX. 1 ~,..ZQOZ .............
ATTORNEY (Sup. Ct. liD. NO.)
ADDRESS
PHONE
21-02-63
RE~ISTER OF WILLS OF COUNTY
~ OATH OF SUBSCRIBING WITNESS
/
'"~o,dici'l
(each) a subscribing witness to the wi~l[-,.,presented herewith, (each) being duly qualified according to
law, depose(s) and say(s)that ~'. ' /' present and saw
',. ,
the testat , sign the same and that '~ .J signed as a witness at the
reqUest of testat__ in h__ presence and (in th~'Presendof each other) (in the presence of the
/
other subscribing witness(es)).
Sworn to or affirmed and subscribed before //
me this
,9dayOf ///
(Name)
%.
(Add~rre~,)~
(Name)
(Address)
REGISTER OF wILLs orF~E/~/dg~ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that '
'J/SCff g'] ~'~.~ familiar with the signature of ~.d_~il A"_Zd2,SFI~Y'/-[ ~V
/
' ~o~i~i'~ . ' ....
testatO~ of (one of the subscribing witnesses to) the~ ~ill ~ oxesented herewith and
L
that r~ ~// believes the signature on the ~is ~ the handwriting
Of
tO the b'es~/of,,z~Je/~--,knowledge and b~ef.
Sworn:t~ ~ ~affl~ed"a~'~ s3L~bed before '~ ~ ~~~~
m~-~, '/~ '~" -- ' day of /0~ ~ ~,~X ~r~
(Name)
(Address)
RENUNCIATIONi
21-02-63
deceased.~'
fff . ~z.. / z ,r,&._x.// Id~,,~£,)/
To the Register of Wills of 6////~:'~/~ ~/~,2~) County, Pennsylvania.
The undersigned 6/g/~c Z/~O(N~-- B~---/~(~/
of
the above decedent, hereby renounce(s) the fight to administer,the estate and respectfully ask(s) that Letters
WITNESS.
hand this /'~' 7"/'/
day of ,
/
(Signature)
(Address)
(Signature)
(Address)
(Signature)
(Address)
105.805 REV 9~86
.~gifial, certifie~ate'~.w,ll
~,, ~.'~' ..: If!
/.
: '":~ ,-"':- for this
. ~..,~. ~,.~,, ·
~':~ ,.~ X- ' g.~kx:,~)COMMONWEALTH OF PENNSYLVANIA *:OEPARTMENT,,OF HEA.L
.B~lock.
afl -:2 o o Z.
Name of Decedent: ~ I~q ~ xi/ ~: ~
Date of Death: ~'~q-/tJO~.7 ~ ! 2~O '2.-
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Will No. ~ O ~ 2.. -- ~ C~O ~, ~ Admin. No.
To the Register:
Name
I certify that notice of (beneficial interest) estate _administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on o~he following beneficiaries of the above-captioned estate on
Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
!
Address
Telephone 0/'~ 2 t,./$~- .- ~
Capacity: ~ Personal Representative
'x
REV-1500 EX {6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG,· PA 1~128-0601
Z
UJ
LI, I
UJ
U.I
Z
U.I
Z
O
REV-1500
INHERITANCE TAX RETURN
RESlBENT BECEBENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
/ - 0 ¢-- ,2
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
1
FILE NUMBER.
C"~'~'TY CODE ?F-A~ -- NUMBER
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
[~3. Remainder Return (dat~ of death pdor to 12-13¢2)
E~5. Federal Estate Tax Return Required
E~ 1. Original Return [] 2(~Supptcmental Return ............
[~ 4. Limited Estate ' [] 4a. Future Interest Compromise (date of death after 12-12-82)
[6. Decedent Died Testate (A~ch c~py of Will) [] 7. Decedent Maintained a Living Trust (Attach'copy of Trust)~ ·. 8. Total Number of Safe Deposit Boxes
[] 9. Litigation Proceeds Received ' E~ 10. Spousal Poverty Credit (date oldeath bet',vein 12-31-91 and 1-1-95) [] 11. Election to tax under Sec. 9113(A)(A~ch Sch O)
FIRM NAME (IfAp¢cable)
COMPLETE MAILING ADDRESS
,5'3
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
]Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Beducti0ns (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
,/'Vo/V~
OFFICIAL I~E ONLY
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
(8) .¢ 7o-
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due .
20.
x .0_ (15)
4/,~-'"' x .0 z./.~ (16)
x .12 (17)
x .15 (18)
(19)
Decedent's Complete Address:
STREETADDRESS
ISTATE
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
.3.. interest/Penalty if applicable
E. Penalty
(1)
· Total Credits (A+ B + C) (2) lq'l, ?"7'
(3) /~/0 AJ ~
' ¢7
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 (4)
5.: If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~ ,~-~/ ~"7,' '3..~
A. Enter the interest on the tax due. .. (5A) 4,"~,~'
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~ ~ ~ ~' '7,, ._.~' .,~.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONSBY PLACING AN "X". IN THE APPROPRIATE BLOCKS * · .,
1. Did decedent make a transfer and: Yes No :'
a. retain the use or income of the properly transferred; .......................................................................................... [] []
b. retain the right to designate who shall use the property transferred or its income;i ................................. : ......... [] · ' []
c. retain a reversionary interest; or ............. ' ................... ' ....... · ............... · ............................................. - ......... i ............. [] .... []
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 considerat on? .. ........................................................................................... []
3: Did decedent own an "in trust for" or paYable upon' death bank account or security at his or her death? .............. '. [] .. []
74. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ,.
contains a beneficiary designation? ' ' [] ,~-
IF THE ANSWER TO ANY OF .THE ABOVE QUESTIONS IS YES,.YOU MUST COMPLETE SCHEDULE G AND FILEIT AS PART.OF :THE.RETURN.
Under penalties of perjury, I declare that I have examined this return, 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
- Z
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE :
DATE
DATE - · ·
ADDRESS
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. §9116 (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. RS. §9116 (a)(1.1) (ii)].
The statute does not exempt'a transfer to a surviving spouse from tax, and the statutory requiremenJs for disclosure of assets and filing a. tax return are still applicable even if
the surviving spouse is the only beneficia, ry. -.
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. §9116(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. §9116(1.2) [72 P.S. §9116(a)(1)].
.The tax rate imposed on.the net value of transfers to or for the use of the decedent's siblings is-12% [72 P.s. §9116(a)i113)]. A sibling i~ defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
ZD -43 Z. - Ooo&, .3
All property jointly-owned with right of sun~ivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1.
TOTAL (Also enter on line 2, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF d~3 ~'~7 /J~/J~'/~' Y ,~'J.. I '~ ,~.~ ~'~"~I( FILE NUMBER
20 -o?_.-ooo & .3
Include the proceeds of litigatJon and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclose(l on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, !nsert additional sheets of the same size)
E~-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Debts of decedent must be reported on Schedule I.
iTEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7.
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) ~.4~:)/~'~.~ ~/1/.~ 8~'~
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address ~ ~OJ L~ ~/'~I,~¢Z ~
City ~-- /q~'~/ /_~ L ~ StateF/~ Zip
Year(s) Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV45~2 EX o (1-97) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEOENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
ESTATE OF ~ ~(~.. ~f ~,~/jl~ ~r ~',/_] .~ ,~/'~ ~ ~"/1.// ~'' i~)~-
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1.
9, zo
TOTAL (Also enter on line 10, Recapitulation) $ ~.j./O' ~. ~. 0
Ill more space is needed, insert additional sheets af the $~me size)
REV-1613 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATEOF ~£/¢.~Y /~i//.X'Y EL/~.,CX~72./ FILE.UMaER ZO-OZ'O00/- 3
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
II.
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
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 II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17t28-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 000997
KISSINGER BARBARA ANN BERRY
53 BULLOCK CIRCLE
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 211-38-4862
FILE NUMBER: 2102-0063
DECEDENT NAME: BERRY MARY ELIZABETH
DATE OF PAYMENT: 03/25/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 01/09/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,697.33
TOTAL AMOUNT PAID:
$2,697'.33
REMARKS:
SEAL
CHECK# 99
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
TNHERTTANCE TAX DTVZSTON ,
DEPT. 280601
HARRTSBURG, PA 17118-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF ZNHER!TANCE TAX
APPRAISEMENT, ALLOHANCE OR DZSALLOHANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-I$~I7 EX AFP (01-02)
KISSIN~R___ f~AY lO AIO'~-
BARBARA
A
53 BULLOCK CIR
CARLISLE ~:iEP, A.-<~013'~ .' ;i~:3 :;(
DATE 05-06-2002
ESTATE OF ,*. BERRY
DATE OF DEATH 01-09-2002
FILE NUMBER 21 02-0063
COUNTY CUMBERLAND
ACN 101
I Amount Remitted
MARY E
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RETAXN LOWER PORTION FOR YOUR RECORDS ~
CUT' ALONG THIS LZNE.
REV-].547 EX AFP (01-02) NOTZCE OF ZNHERZTANCE TAX APPRA'rSENENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCT:rONS AND ASSESSMENT OF TAX
ESTATE OF BERRY MARY E FILE NO. 21 02-0063 ACN 101 DATE 05-06-2002
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
~. Mortgages/Notes Receivable (Schedule D) (~)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ($)
6. Jointly O~ned Property (Schedule F) (6)
7.,Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10)
11. Total Deductions
12. Net Value of Tax Return
.00
30~677.81
.00
.0O
~5;0Z~.99
.00
.00
(8)
8,563.15
NOTE: To insure proper
credit to your account,
submit the upper port/on
of this fore ~ith your
tax payment.
15.
1~.
NOTE:
75,702.80
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL /NTEREST.
ASSESSMENT OF TAX:
1.6. Amount of Line 1~ at Spousal rate
16. Amoun~ of L/ne 1~ taxable at Lineal/Class A rate
17. Aeount of Line 1~ at Sibling rata
· 18. Amount of Line 1~ taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDTTS:
PAYHENT RECE.I.P I D~-$COUNT (
DATE NUNBER INTEREST/PEN PAID (-)
03-25-Z001 CD000997 1~1.96
(15) .00 x 00 = .00
(16) 63,095.R5 X 0~5= 2,839.30
(17) .00 X 12 : .00
(18) .00 X 15 : .00
(19)= 2,8:59
AHOUNT PAID
2,697.:~:~
reflect flgures that include the total of ALL returns assessed to date.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,839.29
.01
.00
.01
( IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT 1S RE~UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT' (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCT/ONS.)
Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) . O0
Nat Value of Estate Sub~act to Tax .(1~) 63,095.~5
Tf an assessment ~as issued previously, lines 1~,. 15 and/or 16, 17, 18 and 19 ~ill
~0~.Z0
(11) 12.~1]7.35
(12) 63,095.A. 5
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12) 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the llamful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section ZlqO of the Inheritance and Estate. Tax Act, Act 23 of ZOO0. (TZ P.S.
Section 91qO).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NZLLS, AGENT
~ refund of a tax credit, which was not requested on the Tax Return, may be requested bY completing an "Application
for Refund of Pennsylvania [nheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
answering service for forms 'Ordering: 1-800-36Z-20S0; services for taxpayers mith special ~earing ~nd / or'
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allomance, or disallowanc~ of deductions, or assessment
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 Department of Revenue, Board of Appeals, Dept. Z81OZ1, Harrisbbrg, PA !71ZS-lOZ1, 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 l?lZS-060I
Phone (717) 787-6SOS. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-150I) for an explanation of administratively correctable errors. :
If any .tax due is paid within three (3) calendar' months after ~he deced~nt's death, a five percent [5Z) discount of
the tax paid is allowed. .
The 15Z tax amnesty non-participation penalty is computed on the total ofthe' 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 same manner and in the the same time period as you mould 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 (93 months and one (l)*~ay from the date of
death, to the date of payment. Taxes mhich became delinquent before January 1, 1982 bear interest at the rate of
six (6Z).percent per annum calculated at a daily rate of .000164. All taxes ahich became delinquent on and after
January 1, 198Z mill bear interest at a rate mhich will vary from calepdar year to calendar year eith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200Z are:
Year Interest Rate Daily Interest Factor Year Interest Rate. Daily Interest Factor
198Z ZOZ .000548
198~ 1~67. .000438
1984 llZ .000S01
1985 13Z .000S56
1986 IOZ .000274
1987 97. .000Z47
1988-1991 llZ .000301
--Interest is calculated as folloms:
INTEREST = BALANCE OF TAX UNPAZD
199Z 9Z .000Z47
1993-1994 77. " .O0019Z
1995-1998 9Z .O00Z~7
1999 7Z ~ .O0019Z
ZOO0 8Z .O00Z19
ZOO1 9Z .000Z47
ZOOZ 6Z .000164
X NUHBER OF DAYS DBLZN{~UENT X DAILY ZNTBREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond *the date of the assessment. If payment is made after the interest computation date shown on the
Notice~ additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death: ~T~2U~
Will No. ~d 2 -
admin. No. ~ /- O ~ -- O O ~ ~
Pursuant to Rule 6.12 of the Supreme Court Orphans'
court Rules, ! report the following with respect to completion of
the administration of the above-captioned estate:
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: ~~ !~! ~_~-~
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 per.sonal representative's account is:
c. Did the personal representative state an
account informally to the parties.in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to.this report.
~ignabure /
Name (Plegse ty~pe or print)
Address '
Tel. No.
Capacity: ~Personal Representative
__Counsel for personal
representative
(MAH:rmf/AM3)
21-02-63
emembereh
~orou~h .of Forty Fort,
in the County of -' Luzerne and State of Pennsylvania,.
bein~ of sound mind, memory and unders'tandin~ do make and publish this my
last Will and Testament, hereby revokin~ and makin~ void all former 1T/ills by me
at any time heretofore made.
~nb ~ir,i, ~ direct that my fL~neral be conducted in a manner correspondin~
witk my estate and situation in life and that all my just d2bts and funeral expe,,-
ses be fully paid and saris/led as soon as conveniently may be after my decease.
~ to such estate as it has p.~a_sed_ _Go~. to entrust to me, f dispose of the
same as follows, viz;
I give, deviseand..bequeat2 all nqt property, real,
personal anti mixed aud. wheresoever:-s~tuate, unto. m~ kasband,
Walter Horace :Berry, if living; otherwise, unto my two
daughters, ]arbara~un-~erry~tssi~sr and C~o~
· e~ ~8h, tn.e{~ 8~e8, t~ir heirs ~{
~ol~ver,
53 Bullock Circle
Carlisle, PA 17013
May 20, 2004
Cumberland County - Register of Wills
Hanover and High Streets
Carlisle, PA 17013
Reference: Mary Elizabeth Berry Estate
Status Report Under Rule 6.12
File No.' 2002-00063
Admin..No.' 21-02-0063
EIN: 26-6004856 SSN: 211-38-4862
To Cumberland County Register of Wills:
I report the completion of the administration of the above referenced estate. The Status Report Under
Rule 6.12 is hereby enclosed with respect to that completion.
All claims against the referenced estate have been settled in full. All the assets have been distributed to
myself and my sister, Carole Irene Berry Rush, pursuant to the will of Mary Elizabeth Berry. All
financial accounts of Mary Elizabeth Berry have been closed and none exist as of May 15, 2003. All fees
relating to carrying out the probate of the estate and inheritance taxes have been paid. All state and
federal income tax reports for the year 2002 in which Mrs. Berry died have been filed and paid. All the
estate state and federal income tax reports for the years 2002 and 2003 have been filed and paid. Please
see the two letters enclosed with this report. They were filed with the respective final tax reports. Form
56, Notice Concerning Fiduciary Relationship, has been filed with the Internal Revenue Service
terminating all prior fiduciary relationships for the Mary Elizabeth Berry estate.
Very truly yours,
Barbara Ann Berry Kissinger, Executrix
Enclosures:
Status Report Under Rule 6.12 for the Mary Elizabeth Berry estate
Letter to the Department of the Treasury of April 8, 2004
Letter to the PA Dept. of Revenue of April 7, 2004
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death: ~-~/U/~Y
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:
Stat~hether administration of the estate is complete:
Yes A 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. ! 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. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
S~gnabure
Name (Please type or print)
Address e
Tel. No.
Capacity: ~ Personal Representative
(MAH:rmf/AM3)
__Counsel for personal
representative
53 Bullock Circle
Carlisle, PA 17013
April 8, 20O4
Department of the Treasury
Internal Revenue Service Center
Cincinnati, Ohio 45999-0048
· Reference: Mary Elizabeth Berry Estate
E1N: 26-6004856 SSN: 211-38-4862
1041 for 2003 - FINAL RETURN
To Whom It May Concern:
On May 15, 2003, the final checking account for the referenced estate was closed. A 1099-INT
for 2003 was received from Members 1st Federal Credit Union showing the 2003 interest
earnings on that account of $26.58. That was the only account carried into 2003 from 2002 for
the estate. It was kept open into 2003 in case of unexpected further expenses of the estate. All
fiduciary responsibilities were completed by May 15, 2003. No sources of income of any kind
remain for the referenced estate. Please accept this as the final return statement for the Estate of
Mary Elizabeth Berry.
Even though the 1041 for the referenced estate is being filed in April of 2004, this letter also
states that the estate was not open for over 2 years. It was created on January 9, 2002, and closed
as of May 15, 2003. This is in reference to Question 8 of the Other Information section of the
1041 form.
Very truly yours,
Barbara A. Kissinger, Executor
53 Bullock Circle
Carlisle, PA 17013
April 7, 2OO4
PA Dept. of Revenue
Bureau of Imaging and Document Management
Dept. 280413
Harrisburg, PA 17128-0413
Reference: Estate of Berry, Mary E.
EIN: 26-6004856 SSN: 211-38-4862
PA 41 for 2003 - FINAL RETURN
To Whom It May Concern:
In accordance with the instructions on page 5 of the PA-41 Fiduciary Income Tax Return for
2003 this letter is submitted because this is the final return for the Estate of Berry, Mary E.
On May 15, 2003, the final checking account for the referenced estate was closed. A 1099-INT
for 2003 was received from Members 1~t Federal Credit Union showing the 2003 interest
earnings on that account. That was the only account camed into 2003 from 2002 for the estate.
It was kept open into 2003 in case of unexpected further expenses of the estate. All fiduciary
responsibilities were completed by May 15, 2003. No sources of income of any kind remain for
the referenced estate. Please accept this as the final return statement for the Estate of Berry,
Mary E.
Very truly yours,
Barbara A. Kissinger, Executor
Barbara Kissinger
53 Bullock Cir
Carlisle PA 17013-7617
?003 0500 0004