HomeMy WebLinkAbout04-0340 PETITION FOR PROBATE & GRANT OF LETTERS
Estate of RICHARD M. BALTIMOI~/JE ...... ~ No. 21-04- ,~.
also known as ' 'L~"~' ~ i. ': ' TO: Register of Wills for the
.... ', d~ceased. ~i :; County of Cumberland
Social Security No. Commonwealth of Pennsylvania
The Petition of the undersigned r~pec~y ]'~pr~~at:
Your Petitioners, who are 18 years of age or older and the Co-Executors named in the Last Will of the
above decedent dated October 16, 20,~3~,; , and codicils dated none . The
Executor named none died ~;:,';J3; .. Renunciations for none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 36 East Locust Avenue, Carlisle Borouqh
Decedent, then .57 years of age, died February 2 ,2004, at his residence
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after exebution 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 PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
$29,000.00
$
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
ure(s) and Re~dence(s)
Anthon~Wa,qner
170 Sunset Drive
of Petitioner(s):
Carlisle, PA 17013
717-245-9345
Virclie Lip~ert a/~/a'~Ve;.qil Lippert
37 East Penn Street
Carlisle, PA 17013
717-258-6483
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ·
COUNTY OF CUMBERLAND ·
SS
The Petitioner(s) above named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of Petitioner(s) and that as personal representative of
the above decedent, petitioner(s) will well and truly administrate acco~,~ding to law.
~orn to or a. ffirmed~.and subscribed
e ore me th~s /,~ day of Antho'li~v Wa~n~{~t~ '
April d 2004. .~
Register
No. 21-04-
Estate of
RICHARD M. BALTIMORE , deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, April /..~Z, ~ ,2004, 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
October 16, 2003 described therein be admitted to probate and filed of record as
the Last Will of Richard M. Baltimore ; and Letters Testamentary are hereby
granted to Anthony Waqner & Virqie Lippert a/k/a Verqil Lipped
FEES
Probate, Letters, Etc ........ $ 60.00
Short Certificates(-2- ) .... $ 6.00
Renunciation(s) ........... $.
JCP .................... $10.00
Other Will Paqes (-2-) .... $6.00
., , TOTAL: .... $ 82.00
Filed. (.~.~..t.~.,.~2.o. 0 fF... '...'~--~...
Roqer B/(.'lrv~in, Esquire (06282)
ATToRI~Y~/tSup. Ct. 'I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
105.805 REV 9/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9991020
No.
8,1-0,.I-03q0
'PE/PRI#T
ACK INK
H105 145 Rev 2~87
COMMONWEALTH OF PENNSYLVANIA* DEPARTMENT OF HEALTH* VITAL RECORDS
CERTIFICATE OF DEATH
& R/~h~d Michael Baltimore SEX
,. c=:~=~ ....... /-.Ca=~.~. t'.. 'e East Locust Avenue
~,. ,~ ~--. m. ~. Black
~u~ss (s~.~.s~.~p~) ' I~. 12 I ~. Never ~rried ~. --
~cm~ ~,. s~.~, Pennsylvania
36 East Locust Ave. "~*~ ~ Carlisle
~. Carlisle, Pennsylvania 17013 ~.c~ C~erland
~t Robert L. Baltimore S~ } ~m~,'s ~ ~,m. ~,.
~~,~,;.4 ~ *' J-.~ldred P. (Re~ond)
m. ~thony S. Wagner [~,~o,~ ~u~ ~es ~. ~. sm..
~o~m ~e~.170 Sunset Drive Carlisle, Penn y vania 013
~" ~~ ~ J~ Februa~ 6, 2004 Union
~--o~,~ ........ ~,~c~s~. ' .... J .... Cemete~ ],~ Carlisle, PA 17013
~12:00 ~ ~ Februa~ 2, 2004
ted ..................................................... d .~ t~ time, d.te, and pl.~., .~ due t. the ~.u~.(~l ..~
LAST WILL AND TESTAMENT
'04 fCR 12 .:'~,10:57
I, RICHARD M. BALTIMORE of the Borough of ,~.t~',[is~le, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my Executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executors to sell any realty owned by me at my death,
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate to my two
(2) sons, ANTHONY WAGNER and VIRGIE LIPPERT, share and share alike.
4. I nominate and appoint ANTHONY WAGNER and VIRGIE LIPPERT to be the
Executors of this my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representatives retain the services of Irwin &
McKnight as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 16th day of
October, 2003.
RICHARD M. BALTIMORE
Signed, sealed, published and declared by RICHARD M. BALTIMORE, the above-
named Testator, as and for his Last Will and Testament, in the presence of us, who, at his
request, in his presence and in the presence of each other have subscribed our names as wimesses
hereto.
2
A CKNO WLEDGEMENT AND AFFIDA FIT
WE, RICHARD M. BALTIMORE, SHARON L. SCHWALM and MARTHA L.
NOEL, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purpose herein expressed, and that each of
the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to
the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
L. SCHWALM
MARTHA L. NOEL
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by RICHARD M. BALTIMORE,
the testator, and subscribed and sworn to before me by SHARON L. SCHWALM and
MARTHA L. NOEL, witnesses, this 16th day of October, 2003.
PubHc
Notarial Seal
Roger B. Irwin, Notary Public
Carlisle Boro, Cumberland County /
My Commission Expires Oct. 3, 2004
Member, Pennsylvania Association ot Notanes
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
Richard M. Baltimore
February 2, 2004
21-04-0340
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on April 16, 2004.
Name Address
Anthony S. Wagner
Vergil Lippert
170 Sunset Drive, Carlisle, PA 17013
37 E. Penn Street, Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none .
Date: 04-16-04 ~',,,
Signature
IRWIN & McKNt6'HT
Name Roger B. Irwin, Esquire
Address 60 West Pomfret Street
Carlisle, PA 17013
Telephone(717) 249-2353
Capacity:
X
Personal Representative
__ Counsel for Personal Representative
REV- I$00 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT ?80601
HARP SBURG, PA 17128-0601
REV-1500
INHERITANCE
RESIDENT
D
E Baltimore Richard M.
C
E DATE OF DEATH 'EAR) DATE OF BIRTH (MM-OD-YEAR)
O
E 05
N
T
cAPB
HpRL
EpIO
cRAC
KoTK
ES
1. Original Return ~entaJ Return
4. LimitedEstate N? F_.utur~lnterestCompromise(dateofdeathafter12_12_82)
6. Decedent Died Testate La 7. Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
[] 9. Litigation Proceeds Received E~ 10. Spousal Poverty Credit
(date of death between 12~31-91 and 1-1-95)
NAME
er B. Irwin Es,
FIRM NAM
IRWIN & McKNIGHT
TELEPHONE NUMBER
Co.
R
E
C
A
P
I
T
U
L
A
T
I
O
N
FILE NUMBER
COUNTYCODE
21-04-0340
YEAR NUMBER
172-36-2479
THIS RETURN MI E FILED IN
REGISTER OF WILLS
3. Remainder Return
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch O)
COMPLETE MAILING ADDRESS
60 West Pomfret Street:
West Pomfret Professional Bldg.
Carlisle, PA 17013
C
O
M
T
I
O
N
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or (3)
Sole -Proprietorship
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 (?)
(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, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
None ~
None to
29,927.99
None ?,3
None
8,772.00
3,639.81
12. Net Value of Estate (Line 8 minus Line 11)
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
(6)
36,755.99
(12) 24,344.18--
(13)
(14) 24,344.18
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
0.00 x .0 0
24,344.18 x .0 4-'~-
0.00 x .~-~--
0.00 X .iS
(is) 0.00
(16) 1,095.4 9
(17) 0.00
(18)- 0.00
(19) 1,095.49-
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV- 1500 EX (Rev. 6-00)
ADDITIONAL Personal Representatives
Estate of Richard M. Baltimore,SS,//, 172-36-2479
Under penalties of perjury, the undersigned declare that they have examined this return,
including accompanying schedules and statements, and to the best of their knowledge and belief,
it is tree, correct and complete.
Signature
Nalne
Address Line 1
Address Line 2
City, State, Zip
Date
Vergil Lippert
37 E. Penn Street
Carlisle, PA 17013
REV-150Z EX + (1-97)
ESTATE OF
FILE NUMBER
Richard M. Baltimore SS~/ 172-36-2479 02 0_~_q~2004 21-04-0340
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
knowled, of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM ~
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
1 Real Estate - 36 E. Locust Street, Carlisle 20%~ Interest 6,828.00
in Common) Property assessed at $34,140.00.
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
6,828.00
Copyright (c) 1996 form software only CPSystems, inc.
Form REV-1502 EX (Rev. 1-97)
REV- 1508 EX + {1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Richard M. Baltimore SS~/ 172-36-2479 02/02/2004 21-04-0340
Include the proceeds of litigation and the date the proceeds were received by the estate, All Prol~erty jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
Copyright (c) 1996 form software only CPSystems, Inc.
VALUE AT DATE
DESCRIPTION
Pennsylvania State Bank - OF DEATH
Pennsylvania State Bank -
Checking Account
Savings Account
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
67.56
29,860.43
$ 29,927.99
Form REV-1508 EX (Rev. 1-97)
ESTATE OF
Richard M. Baltimore SS~/ 172-36-2479
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
1
2
3
02/02/2004
FUNERAL EXPENSES:
DESCRIPTION
Ewing Brother Funeral Home Funeral
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Zip
Attorney's Fees IRWIN & McKNIGHT
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
Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Cumberland Law Journal
State ~ Zip
Estate Notice Publication
Register of Wills Filing Fees
The Sentinel - Estate Notice Publication
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
FILE NUMBER
21 - 04- 0340
AMOUNT
5,865.00
2,500.00
82.00
100.00
75.00
25.00
125.00
8,772.00
Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97)
ESTATE OF
Richard M. Baltimore SS~/ 172-36-2479
Include unreimbursed medical expenses.
ITEM
NUMBER
02/02/2004
FILENUMBER
21-04-0340
DESCRIPTION
Internal Revenue Center - Taxes
Pennsylvania Power & Light - Utility
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
AMOUNT
3,528.00
111.81
3,639.81
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9~00)
NUMBER
I.
ESTATE OF
Richard M. Baltimore SS# 172-36-2479 02/02/2004
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright ~pn,,~a! distributions, and
t~ns~m under Sec. 911~)(1.Z)]
Anthony S. Wagner
170 Sunset Drive
Carlisle, PA 17013
Vergil Lippert
37 E. Penn Street
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
son
s on
FILE NUMBER
21-04-0340
AMOUNT OR SHARE
OFESTATE
50% of residue
50% of residue
Form REV-1513 EX (Rev. 9-00)
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 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 $ 0 o 00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) ZOO0 form software only The Lackner Group, Inc.
E2TATE OF RICHARD M BALTIMORE
OAFE OF DEA']H 2/2/04
ACCOUNTNO
10302537
21302757
SAFE DEPOSIT BOX '
AND LOCATION OF BOX
TYPE OF
ACCOUNT
OR CID
checking
savings
LIALANCE ON DATE OF Ir.)~A'I"I.!
PRINCIPAL ACCUI~FD IN'r[:RI.:.ST
$67.56 OVER
$29860.43 wit]
DRAFT
interest
DEBITS: TYPF_ &
BALANCE rUE
SOCIAL SECURITY NUMBER
172-36-2479
NAMES ON ACCOUNT
RICHARD M BALTIMORE
ANTHONY WAGNER
RICHARD M BALTIMORE
SAVINGS & LOAN OR
[lANK STOCK
DATE OPENED
04/19/01
09/30/03
JOINT OWNER(S)
SORRY FOR THE DELAY
LAST WILL AND TESTAMENT
I, RICHARD M. BALTIMORE of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my Executors to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executors to sell any realty owned by me at my death,
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate to my two
(2) sons, ANTHONY WAGNER and VIRGIE LIPPERT, share and share alike.
4. I nominate and appoint ANTHONY WAGNER and VIRGIE LIPPERT to be the
Executors of this my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representatives retain the services of Irwin &
McKnight as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 16th day of
October, 2003.
RICHARD M. BALTIMORE
Signed, sealed, published and declared by RICHARD M. BALTIMORE, the above-
named Testator, as and for his Last Will and Testament, in the presence of us, who, at his
request, in his presence and in the presence of each other have subscribed our names as witnesses
hereto.
.4 CKNO WL ED GEMEN T _A ND A FFIDA I/IT
WE, RICHARD M. BALTIMORE, SHARON L. SCHWALM and MARTHA L.
NOEL, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Last Will and that he had signed willingly, and
that he executed it as his free and voluntary act for the purpose herein expressed, and that each of
the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to
the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
RICHARD M. BALTIMORE ""'
SHARON L. SCHWALM
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by RICHARD M. BALTIMORE,
the testator, and subscribed and sworn to before me by SHARON L. SCHWALM and
MARTHA L. NOEL, witnesses, this 16th day of October, 2003.
N0tark~ Public
Notarial Sea!
Roger B. Irwin, Notary Pubiic
Cartis~e Bo;'o, Cu*nberland Count,~
My Comn~ission t.~pires Oct. 3. 2~
COMMONWEALTH OF PENNSYLVANIA i
COUNTY OF CUM~BERLAND
2.
3.
4.
Anthon S Wa ner Verg~_l L~ppert
n~: .... j~ and
being duly ..... s_~wo~r.~. .............. according to law, Hepo~es and says that they are the Executors
of the 5~fafe o~ Richard M. Baltimore
late of ~ ~ ~0ro~g~ ~o~ Car!i~!~ , Cumberland County, Pa., deceased and that the
w~fh~n is an ~.venfory made by Anthon~ S. Wa~r and Ver~l L~pert .., the sa;d_ Executors
o{ fha entire estate o{ sa~ ~ecedenf, consisting o{ a~{ the personal property
fha CommonweaJfh o~ Pennsy{van;a, an~ fhaf fha figures op~os;fe each ;fern o{ the Inventory represent ;f's {air value
as o~ fhe dale of decedenf's deafh. '
Sworn
and subscribed before me,
this 30th day o_f April, 2004
Date of Death 02
Vergil Lzpperf/ Executor
37 East Penn Street
Carlisle, PA 17013
02 2004
N4o.fh Year
INSTRUCTIONS
An inventory must be filed w[th[n three months after appo;nfmenf of personal representative.
A 'supplement inventory must be flied within thirty days of discovery of additional assets.
Addff;onaJ sheets may be attached ~s to personalty or reaffy ? ~
See ArficJe iV, Fiduciaries Act oF 1949. ~-
Inventory of the real and personal estate of
Richard M. Baltimore
deceased
1 Real Es
· tate - 36 East Locust Street, Carlisle, 20% Interest (Tenants in
Common) - Property assessed at $34,140.00 ..................
2. Pennsylvania State Bank - Checking Account
3. Pennsylvania State Bank - Savings Account ..................
6,828
67
29,860
TOTAL ........
36,755 99
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28O601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003885
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 172-36-2479
FILE NUMBER: 2104-0340
DECEDENT NAME: BALTIMORE RICHARD M
DATE OF PAYMENT: 04/30/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 02/02/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,095.49
REMARKS'
TOTAL AMOUNT PAID:
$1,095.49
SEAL
CHECK//021125
INITIALS' JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDZVZDUAL TAXES
ZNHERTTANCE TAX DZYZSZON
DEPT. 28D601
HARR/SBURG, PA 171Z8-060!
COHHONWEALTH OF PENNSYLVANZA
DEPARTNENT OF REVENUE
NOTICE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
RE¥-IG,~7 EX AFP (0~.-05)
DATE 07-05-2004
ESTATE OF BALTIHORE
DATE OF DEATH 02-02-2004
./~ i _? . ..i'FZLE NUNDER 21 04-0540
~..~ u~J '~ ~OUNTY CUHBERLAND
ACN 10!
' I Amoun~ Remi~ed
PA 17015~
RICHARD N
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGZSTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LZNE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ~-~ OR
ESTATE OF ~ALTIHORE
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
RICHARD HFILE NO. 21 04-0~40 ACN 10~1
DATE 07-05-2004
TAX RETURN NAS: (X) ACCEPTED AS FTLED
RESERVATION CONCERNZNG FUTURE TNTEREST - SEE REVERS.".
( ) CHANGED
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roe! Es~e~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Held S~ock/Par~nership /n~eres~ (Schedule C} (3)
~. Not'gages/No,es Receivable (Schedule D) (~)
5. Cash/Bank Deposi~s/Nisc. Personal Proper~y (Schedule E) (5).
6. Jo/n~ly Owned Proper*y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~el Assets
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Adm. Cos~s/Nisc. Expenses (Schedule H) (9)
10. Deb~s/Nor~gage Liabilities/Liens (Schedule 1) (10)
11. To,al Deductions
6~828.Qo
.00
· 0i0
· 0!0
29~927.919
· 0~0
NOTE: To insure proper
credi~ ~o your account,
subei~ ~he upper por~/on
of ~his for, wi~h your
~ax payment.
· 010
(8) :56,755.99
8,772.00
13.
NOTE:
3~659.8~
(].1)
1~.411.81
24,344.18
Ne~ Value of Tax Re~urn (12)
Chari~:eble/Governmen~:al Bequests; Non-elected 911:3 Trus~:s (Schedule J) (13)
Ne~ Value of Es~a~e Sub,~ec4: ~o Tax
Tf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of .ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amoun~ of L/ne 1~ a~ Spousal ra~e (15) . O0 X 00 = . O0
16. Aeoun~ of Line lq *exable a~: Lineal/Class A re*e (16). 24,344.18 X Oq5 = 1,095.49
17. Amoun~ of L/no lq e~: Sibling ra~:e (17) . O0 X 12 = . O0
18. Amount: of Line 1~ ~axeble a~ Colic/coral/Class B ra~:e (18) . O0 X 15 = .00
19. Principal Tax Due
TAX CREDITS: (19)= 1,095·
RI~CEIPT DISCOUNT (+J
NUNBER TNTEREST/PEN PAID (-}
CD00~885 54.77
AHOUNT PAID
1,095.49
.00
24,344.18
ZF PAZD AFTER DATE ZNDZCATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
PAYNENT
DATE
04-$0-2004
TOTAL TAX CREDZT Ii
BALANCE OF TAX DUEIi 1,150.26
54.77CR
ZNTEREST AND PEN. I .00
TOTAL DUE / 54.77CR
( ZF TOTAL DUE IS LESS THAN $1~ NO PAYNENT ZS RE~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR)~ YOU NAY BE D_~E ~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTZONS.)-~'"~
RESERVATION: Estates of decedents dying on or before December 11, 1982 -- if any future interest in the estate is transferred
in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes
at the laNful Class B (collateral) rate an any such future interest.
PURPOSE OF ·
NOTICE: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act ZS of ZOO0 (72 P.S.
Section 9140).
PAYHENT: Detach the tap portion of this Notice and submit .ith your payment to the Register of Wills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILES, AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ars available at the Office
of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special Iq-hour
ans.sring service for forms ordering: 1-800-~61-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-5020 (TT only).
OBJECTIONS: Any party in interest not satisfied .ith the appraisement, allowance, or disallo,ance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object .ithin sixty (60) days of receipt of
this Not[ce by:
--.rittan protest to the PA Department of Revenue, Board of Appeals, Dept. Z8IOZI, Harrisburg, PA I7IZS-iOZI, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
AONIN-
ZSTRATIVE
CORRECTIONS: Factual errors discovarsd on this assessment should be addressed in .tiring to: PA Department of Revenue,
Duraau of Zndividual Taxes, ATTN: Post Assessment Ravia. Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Ssa page 5 of the booklet "Instructions for inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid .ithin three ($) calendar months after the dacedent's death, a five percent (51) discount of
the tax paid is allowed.
PENALTY: The 151 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 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 tho date of
death, to the date of payment. Taxes .hich became delinquent before January l, 198Z bear interest at the rate of
six (61) percent par annum calculated at a daily rate of .000184. All taxes which became delinquent on and after
January Z, 1981 will bear interest at a rate which .ill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through Z004 ara:
Interest Daily Interest Daily Interest
Year Rate Factor Year Rate
~ 201 .000548 198'8-1991 I1Z
1985 16Z .000458 1992 9Z
1984 IIX .000~01 1995-1994 72
1985 13Z .000356 1995-1998 91
1986 IOZ .000274 1999 71
1987 lOZ .000274 ZOO0 7X
--Interest is calculated as follows=
Daily
Factor Year Rate Factor
.000301 ~ 9Z .0002~7
,000247 2002 61 .000164
.000192 2003 5X .000157
.000147 Z004 42 .000110
.O00lgZ
.000191
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELTN~UENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent .ill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shoHn on the
Notice, additional interest must be calculated.
BUREAU OF ZNDZVZDUAL TAXES
INHERITANCE TAX DIVISION
DEPT, ZG060I
HARRISBURG,, PA 17ZZ8-0601
ROGER B IRWIN ESQ
IRWIN & HCKNIGHT
60 W POMFRET ST
CARLISLE PA 17015
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
REV-1607 EX AFP (01-05}
08-OZ-ZO0~
BALTZHORE RICHARD H
OZ-OZ-ZO0~
21 0~-05~0
CUHBERLAND
101
Amoun~ Remi~ed
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credit: ~o your account, submi~ ~he upper portion of ~his fore wi~h your ~ax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1607 EX AFP (01-03) ~ INHERITANCE TAX STATEHENT OF ACCOUNT
ESTATE OF BALTIMORE RICHARD H FILE NO. 21 Oq-O3qO ACN 101 DATE 08-OZ-2OOq
TH'rS STATEHENT TS PROV'rDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAHED ESTATE. SHOWN BELOW
1S A SUHNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE,
A PROJECTEDZNTEREST FIGURE.
DATE OF LAST ASSESSNENT OR RECORD ADJUSTHENT: 07-05-200~
PRINCIPAL TAX DUE:
PAYHENTS (TAX CREDITS):
PAYHENT
DATE
OR-50-ZO0~
07-19-200~
RECEIPT
NUNBER
CD005885
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
5~.77
.00
AHOUNT PAID
1,095.~9
5~.77-
TOTAL TAX CREDZT
BALANCE OF TAX DUi
INTEREST AND PEN.
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDZTZONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR),
YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.
TOTAL DUE
1,095.r, 9
.00
1,095.~9
.O0
.0O
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 1/04/2006
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
RE: Estate of BALTIMORE RICHARD M
File Number: 2004-00340
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
2/02/2006
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
T-'l_.....____-.l n__~_____~_+-..:....._ (_\
.t"'<::oL;:;Ul1c::LL I\.t::.!!Lt::;:;t::l1L..QL....LVt:: \;:;;
Judge
d1>
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
RICHARD M. BALTIMORE
Date of Death:
FEBRUARY 2, 2004
No. 21-04-0340
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: ~ Yes _ 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 X 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? X Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
01/0612006
.~.
/'
i
3.~'
Signature
IRWIN & Mc GHT
Roger B. Irwin, Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
CapacitY:
(/f ,'}. ,
..1 It, j')
X
Personal Representative
Counsel for Personal Representative
~t