HomeMy WebLinkAbout02-0064 PETITION FOR GRANT OF LETTERS
Estate of .CLIFTON L. WILSON .No. ,2/"OO~'/,,"/
also known as CLIFTON LEE WILSON
Petitioner(s), who is/are 18 years of age or older, apply)les) for:
, Deceased
Social Security No.211-18-1796
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or
Decedent. dated 7/15/94 and codicil(s) dated none :~¢
named in the Last Will of the
State relevant circumstances, e.g., renunciation, death of ex~88(d¢ etbI '
Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered
for probate; was not the victim of a killing and was never adjudicated incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship Residence
~ ~ 'i~'~llll,
(COMPLETE IN ALL CASES:) Attach additional sheets'if necessary.
Decedent was domiciled at dea, th in Cumberland~ County, Pennsylvania, with his/her last family or principal
residence at 48 Mountain Top Driver Upper Mifflin'To[vnshipr Newburg~ PA 17240
-' (list street, number and municipality)
Decedent, then 75' years of age, died january 11 ,2002 , at 48 Mountain Top Drive~ Newbur,q~ PA
(Location)
Decedent at death owned property with estinlated 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 F'",' ........................... ' ....................................................... $
Total .................................................................................................................. i.. $
Real Estate situated as follows: 48 Mountain Top Drive~ Newbur,q, PA
Wherefore, Petitioner(s) respectfully request(s) the probate' of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
Signature Typed or printed name and residence
130~000.00
30~000.00
160~000.00
HOMER J. CONAWAY
3204 EARLE STREET
HARRISBURG~ PA 17109
.w_, / ?<..¢,y--- &
Oath of Personal Representative
CommonWealth of Pennsylvania
County of Cumberland ' ~
The Petitioner(s) above-named swear(s) and afffirm(s) tl~ai the state, merits in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal.representat ve(s) of the
Decedent, Petitioner(s) will well and truly administer the eCate ac. cording to law.
Sworn to and affirmed and subscr!bed / "
before me this 17th dayof
January , ,, 200%
DECREE ''' ,o. '
QF R, .F-,,,G;'oTER
Estate of CLIFTON L, WlLSQN ' Deceased No. 21-2002-0064
also known as CIJFTON LEE WILSON
Social Security No:211-18-1796 Date of Death: January 11,2002
AND NOW,. ' Januazw 18th , 2002 , in consideration of the Petition on the
reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [~ Testamentary I~ of Administration
((ct.a.d.b.n.c.t; pendente lite; durante absentia; durante minoriate)
are hereby granted to Homer J. Conaway
in the above estate and that the instrument(s), if any, dated July 15, 1994
described in the Petition be admitted to prob.ate and filed of record as the Last Will of Decedent..
\~.\.,,,~tt!'~ f .
235.00'
15.00
12:00
· 5.00
FEES
Letters .................................... $
Short Certificates(s) ..~ ........... $
Renun6iati0n .......................... $
Extra Pages ( 4 ) ............... $
I.T.R .......................... '. ............ $
JCP Fee ................................. $
Inventory ................................ · $
Other ...................................... $
TOTAL' .J..a...n..u..a...rt'....1..8...t~:., .:. $ 20r)2
Address: 54 EAST MAIN STREET
MECHANICSBURG PA 17055
Telephone: 717-697-4650
DATE FILED: 5anuary 18th, 2002
///i' _ _Register of Wills Mary C. Lewis/~J~.~.
. ' . ---/ /
Signature
Attorney: MURREL R. WALTERS, III
I.D. No: 24849
PUT LETTERS IN A~fORNEYMURREL R. WALTERS, III FILE
105.805 REV 9/86
~nf0rmauon~l~ere'
thi~
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DECEO£NI'$USUALOCCUP~ION ' ~
.,,~.r~ouncazn TOp-Drive"., '~ I,~s,~.'c~" ~'~.~; ..... ~ ,, ~ -~,.'~-."~:-;"' .-: .
Ne~zlle~ PA. 1'7241 .,',. ~ ~,~.,~,~., 0.'~ '- ~.-~],~,~ ¢,~ ';.,'. ~.~ .~ ~ ~ ~, .-.' ,; ' .
,~.. ;,.'~ ,' .. ¢.~ ::, ,,.:.5. t.; . ~.", ~" q .~ ' '.' ,~,.'i~.c~,~:~'~'~-~ ,~';~. -~-~;; '~d~ ~ t~ ,:~. & ~ ..... %: . . ._
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i&? ~:'~ ~3i:~"~,:...~;-> ,.,~9~t'~ ~:¢,Wi.l~,~n~ ~jS5~.~5 ~>~/¢~.5~ty..'~: ~Q201/~Wal~6~l~'~R~d ~Shi~fl~b~g;5~pA.'.-' 17257 :~ '
~ 0 ,:l~=i: ........ 0.~ 1667-~.~~ , ?'~===.,8~=ket Plaza ,Nay~;5'~c~n~csb~9~ PA.. 17055
21-2002-'0064
LAST WILL AND TESTAMENT OF CLIFTON L. WILSON
I, CLIFTON L. WILSON, of the'Township of Hampden, County
of Cumberland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last Will and Testament, hereby revoking and
making void any and all prior Wills by me at any time heretofore
made.
me
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can be conveniently
done.
5
I give, devise and bequeath my apartment property located
in the Village of Churchtown, Monroe.Township, Cumberland County,
Pennsylvania, consisting of a four (4) unit apartment building and
Lot of Ground and presently known and numbered as 1306 High Street,
Allen, Pennsylvania, to my daughter, ~RGARET WILSON' LONG.
I give and bequeath the balance of the proceeds remaining
in my rental account used in renting the apartment units in my
apartment building at 1306 High Street, Allen, Pennsylvania, to
my daughter, ~IARGARET WILSON LONG.
-1-
I give and bequeath my 1949 Dodge Sedan automobile to
my daughter, I~r~RGARET WILSON LONG.
I give and bequeath any cemetery lots which I may own
at the time of my decease and the Deeds of ownership thereto,
to my daughter, ~RGARET WILSON LONG.
6.
I give and bequeath my 1983 Buick Sedan automobile to
my~granddaughter, PENNY LANE BANGE.
5
I give and bequeath my 1988 Ford Ranger Pick-up Truck
to my granddaughter, PENNY LANE BANGE.
0
I give,~ devise and bequeath my Hunting Camp, which I
have named the'Penny Lane Camp, which is lecated in Upper
Mifflin Township, Cumberland County, Pennsylvania, off Cowpen
Road, being a parcel o£ mountain land and improved with a hunting
lodge, having a present address of R. D. Newbu~g,~ Pennsylvania,
to my granddaughter, PENNY LANE BANGE.
-2-
I give, devise and bequeath my family residence, consisting
of a parcel of land improved with a single family residential
dwelling, located in Hampden Township, Cumberland County, Pennsyl-
vania, having a present address of 6615 Wertzville Road, Enola,
Pennsylvania, to my granddaughter, PENNY LANE BANGE, and in the
event that I have sold said residential property ~during my lifetime,
I give and bequeath the proceeds of any agreement of sale or
mortgage which may secure the balance due from any purchaser or
purchasers of said property, if any, to my granddaughter, PENNY
LANE BANGE.
10.
I give and bequeath all my tangible personal property,
such as my guns, furniture, tools and equipment, to my daughter,
MARGARET WILSON LONG, and to my granddaughter, PENNY LANE BANGE,
share and share alike.
ll.
I give and bequeath all the rest, residue and remainder
of my estate, of whatsoever nature and wheresoever the same may
be situate,~to my daughter MARGARET WILSON L~NG, and to my
granddaughter, PEN~YLANE BANGE, share and share alike.
LASTLY, I nominate, constitute and appoint my brother~
HOMER J. ~0NAWAY, Executor of this my Last Will and Testament,
-3-
and direct that he be excused from posting bond or other
security for the faithful performance of his duties in any
Jurisdiction.
IN WITNESS W~EREOF, I have hereunto set my hand and seal
this L~ day of July, A. D., 1994.
Clifton L. Wilson
Signed, sealed, published and declared by the above
named, CLIFTON L. WILSON, as and for his Last Will and Testament,
in the presence of us, who have subscribed ou~ names hereto.as
witnesses, at the request of said testator, in his presence' and
in the presence of each other.
-4-
COMMONWEALTH OF PENNSYLVANIA )
:
COUNTY OF CUMBERLAND )
SS.
I/ CLIFTON L. WILSON , the testat Or
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 volun-
tary act and deed, for the purposes therein contained.
Sworn and affirmed to and acknowledged before me
CLIFTON L. WILSON , the testat ol~ , this
day of July , A. D., 1994.
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
we, the undersigned, J. ROBERT STAUFFER
and ERIKA L. LEVENHAGEN , the witnesses whose names are
signed to the attached'or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat or , CLIFTON L. WILSON , sign and exe-
cute the instrument as his~Last Will and Testament; that the
said testato~ , CLIFTON L. WILSON , executed it as
his/~sE~free and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight of the testat O~ , signed
the Will as witnesses; and that to the best of our knowledge, the
testat O~ was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Clifton L. Wilson
Date of Death:
January 11, 2002
Will No. 2002-00064 Admin. No. 21-02-0064
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned
estate on May 21, 2002.
Name Address
Margaret Wilson Long
201 Walnut Dale Road, Shippensburg, PA 17257
Penny Lane Bange 71 Mountain Lane, Newburg, PA/'i7240
Notice has now been given to all persons entitled thereto under RuJ/e 5.6(a) except:
Date: May 21, 2002
Murrel R. Walters, III, Esquire
54 East Main Street
~ Mechanicsburg, PA 17055
'.-O. "~ ~ (717) 697-4650
None
X
Personal Representative
_ _ Counsel for personal representative
JRD/June~'30; 1992Y17858
1 $ 002-
InRe: Estateof Clifton L. Wilson
Late of
Estate No.: 21- 02-00064
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO.
NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT
ORP. HANS' COURT RULE
PersonalRepresentative: Homer J. Conaway
' Counsel for Personal Representative: Murrel Ri Walters III
Date of Grant of Original Letters: danuary ~8, 2002
Date of Delinquency Notice: Apri 1 28, 2002
The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6,
Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of
Common Pleas of Cumberland County, that neither the above named personal representative nor
the above named counsel for the personal representative have filed with the Register of Wills or
Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court
Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court
Orphans' Court Rules, was given by the Register of Wills on 4-28,20 02 , and that the ten
(10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e)
the Court is hereby notified of such delinquency and the undersigned requests that a Court
conduct a hearing to determine whether sanctions should be imposed upon the delinquent
personal representative or counsel for the delinquent personal representative.
Date:
Distribution:
May 15, 2002
Mary C. Lewis, Register of Wills
Personal Representative
Counsel for Personal Representative
Estate File
A hearing is scheduled for ~'Z) o~-m~- at /<>~30 ~-/q-lin Courtroom No. 3. If the
Certification of Notice is filed prior to the hearing date, the heating Will automatically be
cancelled.
Geor~
REV-1500 ~4 + (6-00)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
REV-1500
INHERITANCE TAX RETURN
.... RESIDENT DECEDENT
WILSON; CLIFTON L.
DATE OF DEATH (MM-DD-Year) IDATE OF BIRTH (MM-DD-Year)
01/11/2002 I 09/18/1926
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
2 t -O 2 6
COUNTY CODE YEAR NUMBER
SOCIALSECURITYNUMBER
2 I I - I 8 - I
7 9 6
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIALSECURITYNUMBER
r-~l. Odginal Return
D4. Limited Estate
[~16. Decedent Died Testate (Attach copy of Will)
D9. Utigation Proceeds Received
r--j 2. Supplemental Return
D4a. Future interest Compromise (date of death after 12-12-82)
D7. Decedent Maintained a Living Trust (Attach copy of Trust)
D10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
D3. Remainder Return (date of death pdor te 12-13-82)
D5. Federal Estate Tax Return Required
I 8. Total Number of Safe Deposit Boxes
J--'m11. Election to tax under Sec. 9113(A) (Attach Sch O)
THIS' SECTION; MUST BE: COMPLETED~,.AEL.CORRESPONDENCEAND. CONFIDENTIALTAXqN FORMATION; SHeM ED~'BE' DIRECTED TO:
COMPLETE MAILING ADDRESS
NAME
MURREL R. WALTERS III ESQ
FIRM NAME (If Applicable)
TELEPHONE NUMBER
717-697-4650 ~
54 EAST MAIN STREET
MECHANICSBURG
PA 17055
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)
D 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) (9)
10. Debts of Decedent, Mortgage Liabilities, & Lien~ (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
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)
(11)
451350.00
:,,.~ ~,.
123,843.28
20;191.00
18;193.81
OFFICIAL USE ONLY
169;193.28
38,384.81
(12)
(13)
130;808.47
(14)
130~808.47
BEE 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.
130;808.47 X .045 (15)
X __ (16)
X .12 (17)
X .15 (18)
(19)
5~886.38
5;886.38
· > BE SURE.TO ANSWER,ALLQUESTIONS ON REVERSE SIDE AND, RECHECK. MATH.,= <:< ~'
/
D. ece~ent's Complete Address:
STREETADDRESS
48 MOUNTAIN TOP DRIVE
CITY I STATE I ZIp
N EWVI LLE PA 17241
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits ( A + B + C ) (2)
Total Interest/Penalty ( D + E )
(1) 5~886.38
(3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page I Line 20 to request a refund (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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: Yes No
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 secudty at his or her death? ................. [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ............................... '. ....................................................................... [] []
5;886.38
5;886.38
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 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 RETU.{~ DATE
ADDRESS HOMER)I. C~/I~W~Y. ~/ ( I
111~NI~T I~EI/~E~/~T.~, I~C HAN~CSB U RG PA 17055
SIGN ATURE OF PR E~(~-IE~H~S EN TAT IVE DATE
1 OI10~02
ADDRESS MURI~ELI~, ~NALTERS III E~SQ
54 EAST MAIN ST/. MECHANICSBURG PA 17055
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 P.S. {}9116 (a) (1.1) (ii)]..
The statute does not exempt 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. §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)(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.
REV-1502EX~(1-97) ~
· COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
WILSON. CLIFTON L, 21 02 64
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'willing 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.
ITEM
NUMBER
DESCRIPTION
48 MOUNTAIN TOP DRIVE, NEWVILLE~ PA
.46 ACRES SITUATE IN UPPER MIFFLIN TOWNSHIP, CUMBERLAND COUNTY
TAX PARCEL # 44-05-0407-030 PER COUNTY ASSESSMENT
TOTAL (Also enter on line 1, Recapitulation)
VALUEAT DATE
OF DEATH
45~350.00
45;350.00
(If more space is needed, insert additional sheets of the samesize)
REV-1508 EX ~ (1-97)o., j~~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
- PERSONAL PROPERTY
ESTATE OF FILE NUMBER
WILSON. CLIFTON L. 21 02 64
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 92,961.40
LINCOLN NATIONAL LIFE INSURANCE
ACCOUNT # 270-09647
AMERICAN LEGACY FUNDS
PNC BANK CHECKING # 5070029936
WAYPOINT BANK CD # 100306711
5,835.25
25,046.63
TOTAL (Also enter on line 5, Recapitulation) $ 123~843.28
(If more space is needed, insert additional sheets of the same size)
EV'1511EX~+ (1'97)~, ,~~
· COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
WILSON. CLIFTON L.
Bebts of decedent must be reported on Schedule I.
FILE NUMBER
21 02 64
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. MALPEZZI FUNERAL HOME
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) HOMER J. CONAWAY
Street Address 111 WEST KELLER ST
City MECHANICSBURG State PA
Year(s) Commission Paid: 2002
Attorney Fees MGRREL R. WALTERS III ESQ
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip 17055
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation
7,231.00
7,760.00
4,900.00
300.00
20~191.00
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGELIABILITIES,& LIENS
ESTATE OF
WILSON. CLIFTON L.
Include unreimbursed medical expenses.
FILE NUMBER
21 02 64
ITEM
NUMBER DESCRIPTION AMOUNT
1. ADAMS ELECTRIC COOPERATIVE 156.37
2
3
4
CARLISLE MEDICAL CENTER MEDICAL
JOSEPH GESBIGLER DDS DENTAL
UNITED STATES TREASURY
2001 FEDERAL INCOME TAX
PENNSYLVANIA DEPARTMENT OF REVENUE
2001 STATE INCOME TAX
ORAL MAXILLOFACIAL, PC
DRS. CURRIE & HECHT
VERIZON
CELLULAR TELEPHONE SERVICE
AGWAY
HEATING FUEL OIL
DREW BANGE
PERSONAL CARE
1,997.00
2,000.00
10,537.00
2,001.00
500.00
109.06
293.38
600.00
TOTAL (Also enter on line 10, Recapitulation) $
18~193.81
(if more space is needed, insert additional sheets of the same size)
CC]MMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
WILSON CLIFTON L.
FILE NUMBER
21 02
64
NUMBER
II.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a)(1.2)]
PENNY LANE BANGE
71 MOUNTAIN LANE
NEWBURG~ PA 17240
MARGARET WILSON LONG
201 WALNUT DALE ROAD
SHIPPENSBURG~ PA 17257
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
GRANDAUGHTER
DAUGHTER
AMOUNT OR SHARE
OF ESTATE
REAL ESTATE
1/2 OF RESIDUE
1/2 OF RESIDUE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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)
LAST WILL AND TEST~v~ENT OF CLIPTON L. WILSON
I, CLIFTON L. WILSON, of the Township of Hampden, County
of Cumberland and' State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last Will and Testament, hereby revoking and
making void any and all prior Wills by me at any time heretofore
made.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same~can be conveniently
donee~
2~
I give, devise and bequeath my apartment property located
in the Village of Churchtown, Monroe TOwnship, Cumberland County,
Pennsylvania, consisting of a four (4) unit apartment building and
Lot of Ground and presently known and numbered as 1306 High Street,
Allen, Pennsylvania, to my daughter, ~RGARET WILSON LONG.
'I give and bequeath the balance of the proceeds remaining
in my rental account used in renting the apartment units in my
apartment building at 1306 High Street, Allen, Pennsylvania, to
my daughter, ~iARGARET WILSON LONG.
-1-
I give and bequeath my 1949 Dodge sedan automobile to
ray daughter, I~kRGARET WILSON LONG.
I give and bequeath any cemetery lots which i may own
at the time of my decease and the Deeds of ownership thereto,
to my daughter, ~RGARET WILSON LONG.
6.
I give and bequeath my 1983 Buick Sedan automobile to
my granddaughter, PENNY LANE BANGE.
I give and bequeath my 1988 Ford Ranger Pick-up Truck
to my granddaughter, PENNY LANE BANGE.
I give, devise and bequeath my Hunting Camp, which I
have named the Penny Lane Camp, which is located in Upper
Mifflin Township, Cumberland County, Pennsylvania, off Cowpen
Road, being a parcel of mountain land and improved with a hunting
lodge, having a present address of R. D. Newburg, Pennsylvania,
to my granddaughter, PENI~ZLAt~ BANGE.
-2-
I give, devise and bequeath my family residence, consisting
of a parcel of land improved with a single family residential
dwelling, located in Hampden Township, Cumberland County, Pennsyl-
vania, having a present address of 661~ Wertzville Road, Enola,
Pennsylvania, to my granddaughter, PEN~Y LANE BANGE, and in the
event that I have sold said residential property 'during my lifetime,
I give and bequeath the proceeds of any agreement of sale or
mortgage which may secure the balance due from any purchaser or
purchasers of said property, if any, to my granddaughter, PEN~'~Z
LANE BANGE.
10.
I give and bequeath all my tangible personal property,
such as my guns, furniture, tools and equipment, to my daughter,
~RGARET WILSON LONG, and to my granddaughter, PEI~Y LANE BANGE,
share and share alike.
ll.
I give and bequeath all the rest, residue and remainder
of my estate, of whatsoever nature and Wheresoever the same may
be situate, ~to my daughter MARGARET WILSON LONG, and to my
granddaughter, PENI~ LANE BANGE, share and share alike,
LASTLY, I nominate, constitute and appoint my brother,
H0~¥~ER J. CONAWAT, Executor of this my Last Will and Testament,
-3-
and direct that he be excused f~om posting bond or other
security for the faithful Performance of his duties in any
Jurisdiction.
IN WITNESS WI{EREOF, I have hereunto set 'my hand and seal
this~_j~, day of JulW, A. 0., 1994.
Clifton L. Wilson
----( sF~ )
Signed, sealed, published and declared by th'e above
named, CLIFTON L. WILSON, as and for his Last Will and Testament,
in the presence of us, who have subscribed o~r names hereto as
witnesses, at the request of said testator, in his presence' and
in the presence of each other.
-4-
COMMONWEALTH OF PENNSYLVANIA )
:
couNTy OF CUMBERLAND )
SS.
· I, CLIFTON L. WILSON , the testat or
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 volun-
tary act and deed, for the purposes therein contained.
Sworn and affirmed to and acknowledged before me by7~,~_'
CLiFT0i~ L. WILSON , 'the testat oi~ , this /.jJ~
day of July , A. D., 1994.
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We', the undersigned, J- ROB~RT STAIIFF~2LR
and ~'~/2~A L. LEnIE~C~AGEN , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat O~ , CLIFTON L. WILSON , 'sign and exe-
cute the instrument as his/~Last. Will and Testament; that the
said testato~ , CLIFTON L. WILSON , executed it as
his/~free and voluntary act for the purposes therein expressed;
that each of us, in the hearing and sight' of the testator signed
the Will as witnesses; and that to the best of our knowledgel the
testat OF was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
me this /..~& day of
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 001713
WALTERS MURREL R III
54 E MAIN STREET
MECHANICSBURG, PA
17055
........ fold
ESTATE INFORMATION: SSN: 211-18-1796
FILE NUMBER: 2102- 0064
DECEDENT NAME: WILSON CLIFTON L
DATE OF PAYMENT: 10/10/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/11/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $5,886.38
TOTAL AMOUNT PAID'
$5,886.38
REMARKS: HOMER J CONAWAY
C/O MURREL R WALTERS III ESQ
SEAL
CHECK# 511
INITIALS: SK
RECEIVED BY:
MARY C. LEWIS
REGISTER OF ,WILLS
REGISTER OF WILLS
?-°~"r ~ COMMONWEALTH OF PENNSYLVANIA
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE 7AX ~IWISION
DEPT. 280601
HARRISBURG, PA 1712s-o6a1 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (01-02)
DATE 12-02-2002
ESTATE OF WILSON CLIFTON L
DATE OF DEATH 01-11-2002
FILE NUMBER 21 02-0064
%COUNTY CUMBERLAND
MURREL R WALTERS III ESQ ACN 101
54 E MAIN ST Amount Remitted
MECHANICSBURG PA 17055
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILSON CLIFTON L FILE N0. 21 02-0064 ACN 101 DATE 12-02-2002
TAX RETURN WAS: (?C) ACCEPTED AS FILED ( ) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A) (1) 45,350.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) [4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 23,843.28 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total assets (g) 169,193.28
APPROVED DEDUCTIONS AND EXEMPTIONS: 20,191.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18,193.81
11. Total Deductions (11) 38.384.81
12. Net Value of Tax Return (12) 130,808.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13l .00
14. Net Value of Estate Subject to Tax (14) 130,808.47
NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 130,808.47 X 045 = 5,886.38
17. Amount of Line 14 at Sibling rate (17) .00 X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due [19)= 5,886.38
TIIY f_RFi1TTC_
DATE
NUMBER +
INTEREST/PEN PAID (-) AMOUNT PAID
10-10-2002 CD001713 .00 5,886.38
TOTAL TAX CREDIT 5,886.38
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. 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 December 12, 1982 -- 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 Commonwealth 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: To fulfill the requirements of Section 2140 of the Inheritance and Estate lax Act, Act 23 of 2000. (72 P.S.
Section 4140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF WILLS, AGENT
REFUND (CR): A refund of a tax credit, which was net requested on the Tax Return, may be requested by completing an ^Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13137. Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or
speaking needs: 1-800-447-3020 (TT only).
DBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance 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. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident
Decedent" CREV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of
the tax paid is allowed.
PENALTY: The 15% tax amnesty non-participaticn penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of
six (6%] percent per annum calculated at a daily rate of ,000164. All taxes which became delinquent on and after
January 1, 1982 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 1982 through 2002 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 20% .000548 1992 9% .000247
1983 16% .000438 1993-1994 7% .000192
1984 11% .000301 1995-1998 9% ,000247
1985 13% .000356 1999 7% ,000192
1986 10% .000274 2000 8% .000219
1987 9% .000247 2001 9% ,000247
1988-1991 11% .000301 2002 6% .000164
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUMBER 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 assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
PLEASE FILE THIS REPORT WITHIN TWO yEARs OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION ~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: CLIFTON L. WILSON
Date of Death: JANUARY 11, 2002
Estate No.: 21-02-0064
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:
State whether administration of the estate is complete:
Yes kS No
If the answer is No, state when the personal representative reasonably believes that the
administration will be complete
(date)
3. If the answer
A.
to No. 1 is yes, state the following:
Did the personal representative fil.e~ final account with the court?
Yes No
Bo
The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C°
Date: December 18, 2003
Did the personal representative state an account informally to the parties in
interest: Yes 5~. No
Copies of receipts, releases, joinders and approvals oS'formalffr/~nformal
accounts may be fried with the Clerk of the Orpha~Z~Courtflind may be
attached to this report. . l' ~ /,,/~
MURREL R. WALTERS, III, ESQUIRE
54 East Main Street
Mechanicsburg, PA 17055
717-697-4650
Capacity:
Personal Representative
X Counsel for Personal Representative