HomeMy WebLinkAbout02-0078PETITION FOR PROBATE & GRANT OF LETTERS
Estate of HELEN V. GROUP No. 21-02-78
also known as
, deceased.
Social Security No. 199-07-2017
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
The Petition of the undersigned respectfully represents that:
Your Petitioners, who are 18 years of age or older and the Co-Executrices named in the Last Will of the
above decedent dated September 9 ,1997, and codicils dated none ,19 The Executor
named none died Renunciations for ~
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal
residence at 107 W. Butler Street, Mt. Holly Springs Borou,qh
Decedent, then 86 years of age, died
Carlisle Reqional Medical Center
December 25 ,2001, at
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
107 W. Butler Street, Mt. Holly Springs Borough, 17065
$30,000.00
$
$70,000.00
yce4_~re(s) and Residence(s) of Petitioner(s):
· Lebo '
442 N. Colleqe St.
Carlisle, PA 17013
717-249-6481
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Iler
35 E. Gate Dr. #208
Carlisle, PA 17013
717-258-5439
Doris I. Group
127C W. Ridqe St.
Carlisle, PA 17013
717-249-2461
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 admin~r the estate according to law.
Sworn tooraffirmedandsubscribed (. I.,._x~qc'ce- ~
before me this 17th __day of .~ . ~y,c~e F. Lebo
January, 2002. ,/~L~,//t~ ( '~.~. ~.e~.,~,
~t'~,,, .,.t/~'. ,~,~,.~z~/z,/,/(27 .; ~,:z',~' ' ,i~ebv'~rly Jane Keller
' /'~ ~ ~ t~egister"--7 --~ Doris I. Group
No. 21-02-
Estate of HELEN V. GROUP, deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, January 23 , 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
September 9, 1997 described therein be admitted to probate and filed of record as
the Last Will of Helen V. Group ; and Letters Testamentary are hereby
granted to Joyce F. Lebo, Beverly Jane Keller and Doris I. Group
FEES
Probate, Letters, Etc ........ $ 200.00
Short Certificates(-3- ) .... $ 9.00
Renunciation(s) ........... $.
JCP .................... $ 5.00
Other Will Pac~es (-2-) .... $ 6.00
TOTAL: .... $ 220.00
Filed ...... .3'.A_~.....2.3.,..20.0.2 ........
Ja e . Hu hes Es uire. 58884
.~RNEY (Sup. Ct. I.D. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717-249-2353
PHONE
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of HELEN V GROUP
also known as
Social Security No.
· Deceased.
No. 21-02-78
To:
Register of Wills for the
County of CUMBERLAND
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
and codicil(s) dated
in the
named
,19
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in County, Pennsylvania, with
last family or principal residence at
at
(list street, number and muncipality)
Decendent, then years of age, died , 19. .,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $_
situated as follows:
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters.
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ~
COUNTY OF f 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 a.s?ersonal represen-
tative(s) of the above decedent petitioner(s)will well an/d/[~v administer. ~tl3e esta~, according to law.
bS~f{~;~ mte° th~ a~f~rr~ed and subs~ribed~ rZ ~X'/ff-'~'~°~ ~P' .X~~',. _%
. ay ot I' / ~.
JANUgR% 1~ 2002 I ' ~
his 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 7913304
No.
21-02-78
Local Registrar
DEC 2 6 2001
Date
HELEN V. GROUP
C~UMBERLAND
COMMONWEALTH OF PENNSYLVANIA ° OEPARTMENT OF HEALTH ° VITAL RECORDS
CERTIFICATE OF DEATH
garr&sburg, PA "0 SPIT,~.:
CA~LZSLE ,CA~LZSLE ~EGZO~AL ~EPZCAL CENTE~ J;.' .... ~ ..... '
* · ,o. ~HZTE
w~do~d
107 W~St But~r St. Ac~ ,?..~.. Po..xt~,m.~ ,,,.0~.~
Mt. Hoary Springs, PA 17065
,,.~ L. ~oqq~e
~Bcvcr~y J~n~ Kc~r J~ 513 So~t~ West S~. Car~Zsf~. PA 1701~
~O ~ ..... O ~s,.,.O O[,,~.12/28/2001 J,~s~inst~r M~morra~ Ga~dn~, Car~rs~c, PA 17013
i
21-02-78
LAST WILL AND TESTAMENT
I, HELEN V. GROUP, of the Borough of Mount Holly Springs, 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 executrices 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 executrices 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 give, devise and bequeath all of my estate of every nature and wherever situate in
four shares as follows:
(a) 1/4th to Joyce F. Lebo,
(b) 1/4th to Beverly Jane Keller,
(c) 1/4th to Doris I. Group, and
(d) 1/4th to the children of Conrad R. Group, share and share alike.
4. I nominate and appoint Joyce F. Lebo, Beverly Jane Keller and Doris I. Group, to be
the executrices of this my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 9TH day of
September, 1997.
HELEN V. GROUP
(SEAL)
Signed, sealed, published and declared by HELEN V. GROUP, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, HELEN V. GROUP, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will, and that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of
their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
.~ HELEN V. GROUP _
CER~L L.~cL~L,~r~i~
'k,, MARTI~IA L. NOeL
COMMONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by HELEN V. GROUP, the testatrix
herein and subscribed and swom to before me by CHERYL L. CLELAND and MARTHA L.
NOEL, witnesses, this 9TH day of September, 1997.
ary Public
'""-I~arial Seal
Roger B. Irwin, Notary Public
Carlisle Bore Cumberland County
My Commission Expires, Oct. 3, 2000
~embe~ Pennsylvania Association of Notaries
o~cc
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Estate No.:
HELEN V. GROUP
December 25, 2001
21-02-0078
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 February 6, 2002 .
Name Address
Joyce F. Lebo
Beverly Jane Keller
442 N. College Street, Carlisle, PA 17013
35 East Gate Drive #208, Carlisle, PA 17013
Doris I. Group
Brad L. Group
Craig L. Group
Mindy Jo Group
127C West Ridge Street, Carlilse, PA 17013
P.O. Box 451, Boiling Springs, PA 17007
935 North 2nd Street, Harrisburg, PA 17102
3900 City Avenue, Apt. D530, Philadelphia, PA 19131
Notice has now been given to all persons entitled thereto
Date: 02/06/02
except__
:RW~?I~cKNIGHT & HU~e James D. Hughes, ~Yq~ire Address 60 West Pomfret Street
none.
Carlisle~ PA 17013
Telephone (717) 249-2353
Capacity:
X
Personal Representative
Counsel for Personal Representative
REV- 1500 EX + (6-00)
D
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C
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D
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T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
cAPB
CR AC
KO TK
ES
T
A
X
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Croup Helen V.
DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
12/25/2001 08/18/1915
(IF APPL CABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
1. Original Return ~ 247! Supplemental Return
4. Limited Estate · Future lnterest Compromise (date of death after 1Z-12-8Z)
6. Decedent Died Testate Decedent Maintained a Living Trust
(Attach copy of Will) (Attach copy of Trust)
~ 9. Litigation Proceeds Received r-~ 10. Spousal Poverty Credit
(date of death between 1;'-31-91 and 1 - 1-95)
NAME
James D. Hughes Esq.
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
717/249-2353
OFFICIAL USE ONLY
/7'
FILE NUMBER
21-02-078
COUNTYCODE YEAR NUMBER
SOCIAL SECURITY NUMBER
199-07-2017
THIS RETURN MUST BE FILED IN DUPLICATE ~ITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(date of death
3. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
Election to tax under Sec. 9113(A)
(Attach Sch O)
R
E
C
A
P
I
T
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A
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COMPLETEMAILINGADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
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 (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, & Liens (Schedule I) (10)
11. Total Deducti~)ns (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
82,00~(~,~0
NOne
184,046;42
None
13,354.44
27,334.92
417.20
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)
C~ OFFIC,h~.~ HEONLY
(8) 279,400.86
(11) 27,752.12
(12) 251,648.74
(13~
14.
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) X .0 0
16. Amount of Line 14 taxable at linealrate 251,648.74 X .0 45
17, Amount of Line 14 taxable at sibling rate X .12
18, Amount of Line 14 taxable at collateral rate X .15
19. Tax Due
(14) 251,648.74
(15) 0.00
(16) 11,324.19
(17) 0.00
(18) O. O0
(19) 11,324.19
Copyright (c) ;~000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00/
Decedent's Complete Address:
STREET ADDRESS
107 W. Butler Street
CITY STATE I ZIP
Mount Holly Springs PA I 17065
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
:~. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
:3. Interest/Pena~if applicable D. Interest
E. Penalty
0.00
566.21
(1)
Total Credits ( A + B + C ) (2)
11,324.19
Total Interest/Penalty ( D + E ) (3)
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.
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB)
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. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~
b. retain the right to designate who shall use the property transferred or its income; ...........
c. retain a reversionary interest; or ....................................
d. receive the promise for life of either payments, benefits or care? ...................
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ................................ ~ ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .............................................. r-'-] ~
4. 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 FILE IT AS PART OF THE RETURN.
566.21
0.00
0.00
10,757.98
0.00
10,757.98
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 PER.~ON RESPONSIBLE FOR FILJNG RETURN Joyce F. Lebo DATE
// . ~' ~~ 442 N. Colleg~e St.
' ...........................
SIGNATOREO~~HERT~ANREPRESENTATIVE IRW[N McKNIC~ & ~GHES DATE' ~
.....................................................
:::~ Carlisle, PA 17013 //
FO/dates o~ death ~or after July 1, 1994 and before Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
s~i~i~~ ~ 9U6 (~)~.~)(i)].
Fo date ~eath on or after Janua~ 1 1995 the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
~r J~ua~ 1, 1995, the tax ra
[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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
ADDITIONAL Personal Representatives
Estate of Helen V. Group SS# 199-07-2017 12/25/2001
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
true, correct and complete.
Signature ~~~
Beverly Jane Keller
35 E. Gate Dr. #208
N~2ne
Address Line 1
Address Line 2
City, State, Zip
Date
Signature
Name
Address Line 1
Address Line 2
City, State, Zip
Date
Carlisle, PA 17013
/ /
Doris I. Group
127C W. Ridge St.
Carlisle, PA
v/ /
17013
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen V. Group SS# 199-07-2017
SCHEDULE A
REAL ESTATE
FILE NUMBER
12/25/2001 21- 02- 078
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 VALUE AT DATE
NUMBER DESCRIPTION
OF DEATH
1 107 W. Butler Street, Mt. Holly Springs, Cumb. Co. settlement 82,000.00
sheet attached
TOTAL (Also enter on line 1, Recapitulation) ;$ 82,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-150:~ EX (Rev. 1-97)
REV- 1508 EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Helen V. Croup SS# 199-07-2017 12/25/2001 21~02-078
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
2
'3
4
5
6
7
8
9
Cash on hand
Allfirst Bank,
Allfirst Bank,
Allfirst Bank,
Waypoint Bank,
Waypoint Bank,
relationship with interest #00389-0498-5
certificate of deposit #87008140941395
certificate of deposit #87008140941387
checking
certificate
Personal property kept (including 1992 Buick)
Personal property sold
U.S. Savings Bonds (list attached)
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additionaJ sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
187.00
8,503.71
17,415.41
52,387.18
17,951.47
72 733.29
5,200.00
1,096.00
8,572.36
$ 184,046.42
Form REV-1508 EX (Rev. 1-97)
REV-1510 EX+ (t-97) SCHEDULE G
INTER-VIVOS TRANSFERS &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERT~
RESIDENT DECEDENT
ESTATE OF
Helen V. Croup SS~/ 199-07-2017 12/25/2001
FILE NUMBER
21-02-078
This schedule must be completed and filed if the answer to any of questions 1 through 4 on pa~. e 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
RELATIONSHIP TO DECEDENT AND TH E DATE OF TRANSFER.
NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 Prudential Investments, 13,354.44 13,354.44
annuity contract 4/96 097
174
TOTAL (Also enter on line 7, Recapitulation) $ 13,354.44
(If more space is needed, insert additional sheets of the same raze)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97)
REV- 1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
{NHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen V. Group SS¢) 199-07-2017
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
12/25/2001 21- 02 - 078
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1
2
3
4
5
6
FUNERAL EXPENSES:
Hollinger Funeral Home
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
Zip
Year(s) Commission Paid:
Atlomey's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedenfs 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 -
DeHart's Auction - commission
State Zip
estate notice publication
DeHart's Auction - appraisal fee
Register of Wills - filing fee
Register of Wills - additional probate fee
Settlement charges on sale of real estate
5,816.00
12,000.00
220.00
75.00
383.60
75.00
25.00
70.00
8,573.25
Total of Continuation Schedule(s) 97.07
TOTAL (Also enter on line 9, Recapitulation) 27,334.92
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Helen V. Group
Soc Sec #: 199-07-2017
Date of Death: 12/25/2001
Item Description
Continuation of Schedule H-B7
(Other Administrative Costs)
Amount
7 The Sentinel ~ Legal -
estate notice publication
97.07
97.07
REV- 1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen V. Croup
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
FILE NUMBER
SS# 199-07-2017 12/25/2001 21-02-078
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
Aero Oil Company
Borough of
Check #104
GPU Energy
Sprint Telephone
Mt. Holly Springs water/sewer
written 12/12/01; cleared 01/04/02
157.82
83.12
100.00
49.84
26.42
TOTAL (Also enter on line 10, Recapitulation) $ 417.20
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software on{y CPSystems, Inc, Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen V. Group SS# 199-07-2017
NUMBER
SCHEDULE J
BENEFICIARIES
4
II.
12/25/2001
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116(a)(1.Z)]
Brad L. Group
P.O. Box 451
Boiling Springs, PA 17007
Craig L. Group
935 North 2nd Street
Harrisburg, PA 17102
Doris I. Group
127C West Ridge Street
Carlisle, PA 17013
Mindy Jo Group
3900 City Avenue Apt. D530
Philadelphia, PA 19131
Beverly Jane Kelle~
35 East Gate Drive #208
Carlisle, PA 17013
Joyce F. Lebo
442 North College Street
Carlisle, PA 17013
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
Grandson
Grandson
Daughter
Granddaughter
Daughter
Daughter
FILE NUMBER
21-02-078
AMOUNT OR SHARE
OF ESTATE
1/12 remainder
1/12 remainder
1/4 remainder
1/12 remainder
1/4 remainder
1/4 remainder
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
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 $ O. O0
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, HELEN V. GROUP, of the Borough of Mount Holly Springs, 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 executrices 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 executrices 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 give, devise and bequeath all of my estate of.every nature and wherever situate in
four shares as follows:
(a) 1/4th to Joyce F. Lebo,
(b) 1/4th to Beverly Jane Keller,
(c) 1/4th to Doris I. Group, and
(d) 1/4th to the children of Conrad R. Group, share and share alike.
4. I nominate and appoint Joyce F. Lebo, Beverly Jane Keller and Doris I. Group, to be
the executrices of this my Last Will and Testament; they are to serve as such without bond.
5. I hereby suggest that my personal representative retain the services of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 9TH day of
September, 1997.
HELEN V. GROUP
(SEAL)
Signed, sealed, published and declared by HELEN V. GROUP, the testatrix above
named, as and for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other have subscribed our names as witnesses hereto.
ACKNOWLEDGMENT AND AFFIDAVIT
WE, HELEN V. GROUP, CHERYL L. CLELAND and MARTHA L. NOEL, the
testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and
executed the instrument as her Last Will, and that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses,
in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of
their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
COMNIONWEALTH OF PENNSYLVANIA :
: SS:
COUNTY OF CUMBERLAND :
Subscribed, sworn to and acknowledged before me by HELEN V. GROUP, the testatrix
herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L.
NOEL, witnesses, this 9TH day of September, 1997.
/ No~tary Public
...... fq'btarial Seal
Roger B. Irwin. Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Oct. 3, 2000
Membe~ pennsylvania Association of Notaries
A U.5 DEl 'AIII'MEH [ OF I tOUL;INLi and UliBAI i [~LVELOI'MEi'I1 Ulvl[J IJ~, ,:502 02L, 5
SETTLEMENT STATEMENT mLEPRO
SECURED LAND
---- ------TRANSFERS, INC. 8. I-YPE OFLOAN
5006 East Trindle Road t, I I FHA 2. I ]FMHA 3. I I CONV, UNINS.
Suite 203 4. I I VA 5. I I CONV INS,
Mechanicsburg,PA 17055 6. FILE NUMBER: I 7. LOAN NUMBER:
503575I 0018123182
Phone: (717) 591-8500 FAX: (717) 591-8506 8. MORT. INS. CASENO.:
C. NOTE: This form is furnished to give you a slatement of actual seltlement costs. AmoLmls paid to and by Ihe settlement agenl are shown. Items marked
'(p,o.c,)' were paid oulside the closing; Ihey are shown here for inlormational purposes and are not included in Ihe tolals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: E NAME AND ADDRESS OF LENDER:
Kreg A. Kimmel Estate of Helen V. Group ERA Mortgage
Jennifer D. Kimmel
3000 Leadenball Road
Mount Laurel NJ 08054
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I, SETTLEMENT DATE:
107 West Butler Street Secured Land Transfers, Inc. 02/28/02
Mt. Holly Springs BOROUG5 PLACE OF SE~LEMENT:
CUMBERLAND County 101 Old Schoolhouse Ln., Mech. PA 17055
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
too. GROSS AMOUNT DUE FROM BORROWER 40o GROSS AMOUNT DUE TO SELLER
IO! Contracl sales price 82000 . O0 4et.Contract sales price 82000 . O0
lO2. Personal property 4o2,Personal property
IO3 Selllement charges to borrower (line 1400) '3973 . 2 '7 403
I0,1. ,IO,L
105. 405
Adjuslmenls for items paid by seller in advance Adjustments for items paid by seller in advance
106. Cily/rown tax Io 406.Cily/Town lax to
lO7. Coun,y ~ax 02/28/02~o 12/31/02 232.38 4.7. County tax 02/28/02to 12/31/02 232.38
ioa Assessments Io 4o~. Assessmenls to
109 sc~ooZ 02/28/02~o 06/30/02 231.84 40.~..~ohoo~. 02/28/02to 06/30/02 231.84
,10 S/W/R:$83.12/q tend 03~31 28.24 410. S/W/R:$83.12/q end 03/31 28.24
411.
412,
U.S. DEPARTMENT OF HOUSING AHD URBAN DEVELOPMENT OMB No. 2502-0265
SETTLEMENf STATEMENT Page 2'
L. SETTLEMENT CHARGES 503575 PAID FROM PAID FROM
BORROWER'S SELLER'S
700. TOTAL SALES/BROKER'S COMMISSION based on prices 8~-000. O0 6.0 FUNDS AT FUNDS AT
Division of Commission (line 700) as follows'. Tot al: $ 4 ~, 9 2 0 . 0 0 SETTLEMENT SETTLEMENT
702. $ 2485 .00 to Wolfe & Shearer Realtors ................................. "':::::::::::::~ ................. '"*:"" .................
703. Commission paid at Settlement 4 9 2 0 . 0 0
m4. Trans Fee ERA/NRT, Inc 100.00
800. ITEMS PAYAELE IN CONNECTION WITH LOAN
e0t. Loan Origination Fee 1.000 % ERA Mortgage 820.00
8o2. Loan Discount .500 % ERA Mortgage 410.00
803. Appraisal Fee to
804. Credit Report to
805. Lenders Inspection Fee
806. Mortgage Insurance Application Fee to
807. Assumption Fee
808.
809.
810.
900. ITEMS REOUIRED BY LENDER TO BE PAID IN ADVANCE
9ct. lnteresttrom 02/28/02 to02/28/02 es 15 .66/day 15 .66
902. Mortgage Insurance Premium for mo. to
903. Hazard Insurance Premium lot yrs. to
904. yrs, to
905.
I000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance mo. @ $ /mo.
1002. Mortgage Insurance mo. @ $ 65 · 60 /mo.
lO03. City/Town tax mo. @ $ /mo.
1004. Countytax 2 mo.@$ 15.47 /mo. 30.94
1005. Assessmer, ts mo. @ $ /mo.
mos. School Tax 9 mo.@$ 59.53 /mo. 535.?7
1007. mo. @ $ /mo.
Ioo8. Aggregate mo. @ $ /,'no. - 7 7 . 3 5
1100. TITLE CHARGES
I101. Settlement or closing lee to
1102, Abstract or ~itle search to
1103. Title examination to
1104. Title insurance binder to
1105. Document preparalion to ( I rwinMcKnight &Hughes POC)
1106. Notary tees to Cash 10.00 10 . 00
107. Attorney's fees to
108. Title Insu,ance to Secured Land Transfers ..9.00.75 J
109. Lender's coverage $ 82,000
~110. Owner's coverages 82, 000
~tml. Wire Fee Secured Land Transfers 20.00
ll2. Tax Cert Secured Land Transfers 3.00
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording fees: Deeds 26 . 00 Mortgages 51 . 50 Misc. $ 77 . 50
1202. City/courtly tax/stamps: Deed $ 8 2 0 . 0 0 Mortgage $ 8 2 0 . 0 0
12o3. State tax/stamps: Deed $ 8 2 0 . 0 0 Mortgage $ 8 2 0 . 0 0
1204.
1205.
300. ADDITIONAL SETTLEMENT CHARGES
1301. Survey to
1302. Pest Inspection to Biechler & Tillery 35.00
,so4.13°3' Home02, CO/TwDInsp Biechler & Tillery ~
t305. -- -- '
Form 712
i,.ev. Ma¢oo0) Life Insurance Statement OMB,o.0022
Department of the Treasury
Internal Revenue Service
Decedent--Insured (To be filed by the executor with Form 706, United State Estate (and Generation-Skipping Transfer) Tax Return, or
Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return, Estate of nonresident not a citizen of the United States.)
1 Decedent's first name and middle initial -r ~ ~ ~' Decedent's social security number (if T 4 Date of death
HELEN V ! GROUP ~ known) 199-07-2017 ! 12/25/2001
5 Name and address of insurance company
The Prudential Insurance Company of America, 751 Broad Street, Newark, New Jersey 07102-3777
6 Type of policy ANNUITY 7 Policy number 96097174
Owner's name. If decedent is not owner,
attach copy of application.
12 Value of the policy atthe
time of assignment
9 Date issued
03/14/1996
15
16
17
18
19
20
21
22
23
24
25
26
10 Assignor's name. Attach copy of
assignment.
13 Amount of premium (see instructions) 14 Name of beneficiaries
JOYCE LEBO; DORIS GROUP
BEVERLY KELLER
Face amount of policy ..............................................
I ndem nity benefits .................................................
Additional insurance ................................................
Other benefits ...................................................
Principal of any indebtedness to the company that is deductible in determining net proceeds .............
Interest on indebtedness (line 19) accrued to date of death ..............................
Amount of accumulated dividends ..........................................
Amount of post-mortem dividends ..........................................
Amount of returned premium ............................................
Amount of proceeds if payable in one sum ......................................
Value of proceeds as of date of death (if not payable in one sum) ...........................
Policy provisions concerning deferred payments or installments.
Note: If other than lump-sum settlement is authorized for a surviving spouse, attach a copy of the
insurance policy.
27 Amount of installments
28 Date of birth, sex, and name of any person the duration of whose life may measure the number of payments.
Date of birth: Sex: Name:
29 Amount applied by the insurance company as a single premium representing the purchase of
installment benefits
30 Basis (mortality table and rate of interest) used by insurer in valuing installment benefits
Date assigned
31 Were there any transfers of the policy within the three years prior to the death of the decedent? ............. [] Yes [] No
32 Date of assignment or transfer.
33 Was the insured the annuitant or beneficiary of any annuity contract issued by the company? ............... [] Yes [] No
34 Did the decedent have any incidents of ownership on any policies on his/her life, but not owned by him/her at the date of
death? ........................................................ [] Yes [] No
35 Names of companies with which decedent carried other policies and amount of such policies if this information is disclosed by your records.
The undersigned officer of the above-named insurance company (or appropriate Federal agency or retirement system official) hereby certifies that this statement sets forth true
and correct information.
Signature ~ %o'~L.~ Title Secretary Date of Certification 02/08/2002
Document2 Form 712 (Rev. 5-2000)
ITEM
SERVICE FOR 12 (MISSING A FEW PIECES) ROSE PATTERN
8 PIECE MAPLE DINING ROOM SUITE
4 GOBLETS
2 TABLECLOTHES
12 NAPKINS
1 MAHOGANY DESK AND CHAIR
1 MAHOGANY DRUM TOP TABLE
2 BRASS LAMPS
1 GOOSENECK ROCKER
2 PIECE LIVING ROOM SUITE
I 7 PIECE KITCHEN SET
TAPPAN WASHER
GE DRYER
1 SUMMER CHERRY 5 PIECE BEDROOM SUITE COMPLETE
PANASONIC 21 INCH TV
1920'S STEAMER TRUNK
1992 BUICK CENTURY
ALL ITEMS WERE APPRAISED AT FAIT TO GOOD CONDITION.
VALUE
$140.00
$475.00
$7. OO
$10.00
$8.OO
$110.00
$145.00
$65.00
$35.00
$350.00
$35.00
$175.00
$125.00
$675.00
$85.00
$60.00
$2,700.00
$5,200.00
DeHart's Auction Service
1554 Holly Pike
Carlisle, PA 17013
258-5858
Bill to: Doris Group Estate
Jim Hughes
60 W. Pomfret St.
Carlisle, PA 17013
Attn: Jim Hughes
Service: Appraisal of household contents and automobile.
Date: 01/09/2002
Fee: $75
03/20/02 11:17 81 302 934 2955 CIS ~001/002
allfirst
March 20, 2002
Irwin, McKnight & Hughes
Att: James D. Hughes
West Pomfret Professional Bldg.
60 West Pomfret Street
Carlisle, PA 17013-3222
Allfirst Financial Center N.A.
P.O, Box 900
Iv[illsboro, DE 19966
Dear Mr. Hughes:
Estate of Helen V. Group
Date of Death: Decemlt,~r 95, o-001
Social Security Number: 199-07-2017
In response to your request, please be advised that at ~:he time of death, the above-
named decedent had on deposit with this bank the follc,wing accounts.
Account Type ........................... Relationship w/Int. C. hecking Account
Account Number. ...................... 0038904985
Oumership (Names oj~ ............... Helen V. Group (Rich,:rd removed 5/7/99)
Opening Date ........................... 04/28/75
Balance on Date of Death. .......... $ 8,503.65
Accrued Interest. ...................... O.Ofi
Total ...................................... $ 8,503.71
Account Type ........................... Certificate ~f Deposit/2
!
Account Number. ...................... 87008140941387
Ownership (Names o~ ...............Helen V. GT ~up
Opening Date ........................... 09/18/97
Balance on Date of Death. .......... $ 52,333.6
Accrued Interest. ...................... 53.5'
Total ...................................... $ 52,387.11
MOS/4.670C
00
03/20/02 11:17 81 302 934 2955 CIS ~002/002
Page 2 March 20, 2002
Account Type ........................... Certificate of Deposit./13 MOS/5. 100000
Account Number. ...................... 87008140941395
Ownership (Names oj') ............... Helen V. Group
Opening Date ........................... 09 / 18 / 97
Balance on Date of Death. .......... $17,395.96
Accrued Interest ....................... 19.45
Total ...................................... $ 17,415.41
This letler does not include any accounts in which the deceased may have been liste~ ,as Power of Attomey, Custodian of Uniform
Transfers, Representative Payee, or Trustee under a Written Agreement
If you have any further questions on these accounts, ';>lease contact the branch of
record: 812 % West High Street, Carlisle, PA 17013, telli.~phone 717- 240-6717.
Sincerely,
Mary Anne Macielag
Associate I/CI8
(302) 934-2240
LOOK FOR US. WE'LL GET YOU THERE.
01/09/2002
IRWIN MCKNIGHT & HUGHES
60 W POMFRET ST
CARLISLE PA 17013
The information which you requested on the account(s) of HELEN GROUP DECEASED
(Social Security Number 199-07-2017) is/are as follows:
Account Number 4100043430 8000036086
Class of Account CHECKING CERTIFICATE
Date Opened 12/19/01 09/18/97
Principal Balance 17950.60 72500.18
Accrued Interest .87 233.11
Balance at Date of 17951.47 72733.29
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
SOLE
IRWI% McKNiGHT & HUGH[$
Additional PLEASE COMPLETE W-9 Sincer.~., ) /
Information / ~t~,,~.~ ~$
~/T~O .- N~z~' ~R~,c,P a~ ~EU~ay K~ SENIOR SE~VIC~ ~P.
Helen V. Group Estate
Accrual Bonds
Redemption Date: 12/2001
Issue
Serial Number Denom. Series Date Value Interest
Ct033950674E $100 E 3/1974 $465.48 $390.48
C203847834E $100 E 3/1978 $348.00 S273.00
C2038478342E $100 E 3/1978 $348.00 $273.00
C1033950675E $100 E 3/1974 $465.48 $390.48
D102710442E $500 E 7/1974 $2,309.00 $1,934.00
D102710441E $500 E 3/1974 $2,327.40 $1,952.40
D102710440E $500 E 7/1974 $2,309.00 $1,934.00
Yield Next Final
To Date Accrual Maturity
6.75% 3/2002 3/2004
6.64% 3/2002 3/2008
6.64% 3/2002 3/2008
6.75% 3/2002 3/2004
6.85% 1/2002 7/2004
6.75% 3/2002 3/2004
6.85% 1/2002 7/2004
1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH)
* = Possibly eligible for U.S. Savings Bond Education Benefit Program.
See footnotes on Inventory Summary page.
3 = Matured (not exchangeable)
Redemption Date: 12/2001
Accrual Bonds
Pre-January 1990 Issue Dates:
January 1990 and Later Issue Dates:
Current Income Bonds
Inventory Totals
Helen V. Group Estate
Inventory Summary
Number Inventory Redemption
of Bonds Value Value Interest
7 $8,572.36 $8,572.36 $7,147.36
0 $0.00 $0.00 $0.00 *
7 $8,572.36 $8,572.36 $7,147.36
0 $0.00 $0.00 $0.00
7 $8,572.36 $8,572.36 $7,147.36
Footnotes
* Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990
may be eligible for special tax exemption when used for post-secondary education.
For further information concerning the benefits and restrictions that apply,
please contact the Internal Revenue Service.
I These bonds are not eligible for payment within 6 months of their issue date.
2 These bonds have reached final maturity and will earn no additional interest.
They can be exchanged for HH Bonds within a year of their final maturity date.
3 These bonds have reached final maturity and will earn no additional interest.
They are not eligible for exchange for Series HH Bonds since they have been held
over a year past their final maturity date.
2
Inventory of the real and personal estate of
HELEN V. GROUP
deceased
1. 107 West Butler Street, Mt. Holly Springs, Cumberland County, PA .......
2. Cash on Hand .................................
3. Allfirst Bank - Relationship with interest #00389-0498-5 ...........
4. Allfirst Bank - Certificate of Deposit #87008140941395 ............
5. Allfirst Bank - Certificate of Deposit #87008140941387 ............
6. Waypoint Bank - Checking ...........................
7. Waypoint Bank - Certificate .........................
8. Personal Property kept (including 1992 Buick) ................
9. Personal Property sold ............................
10. U.S. Savings Bonds ..............................
TOTAL ..................
82,00C
187
8,503
17,395
52,333
17,951
72,733
5,200
1,096
8,572
265,973
00
00
65
96
61
47
29
00
00
36
34
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Joyce F. Lebo, Beverly Jane Keller and Doris I. Group
being duly sworn according fo law, deposes and says that they. are the Executrices
of the Estate of Helen V. Group
late of the Boroug~__~f_~Mt. Ho_~lly ._S_~r_iqgp_ ., Cumberland County, Pa., deceased and fhaf fha
wlfhin is an inventory made by the above-names persons , the said Executrices
of the enflre estate of said decedent, conslsflng of all the personal property and real estate, except real estate outside
the Commonwealth of Pennsylvania, and fhaf the figures opposlfe each item of the Inventory represent it's fair value
as of the date of decedenf's death.
Sworn and subscribed before me,
t ' 02
Member, Pennsylvania Association ot Notaries
Date of Death 25
~yce~ F. Lebb, Executrice
4~4~ N. Col~lege St.,, Carlisle, PA 17013
35 E. a~ Dr. #2 , Carlisle, PA 17013
Doris I. Group
127-12 W. Ridge St., Carlisle, PA 17013
12 ~ 2001
2.
3.
4.
Day Month Year
INSTRUCTIONS
An inventory must be filed wlthJn three months after appointment of personal represenfaflve.
A supplement inventory must be filed withln thirty days of discovery of additional asset's.
Additional sheets may be attached as to personalty or realty .~.
See Article IV, Fiduciaries Ac+ of 1949. , 9'-'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
CD
REV-1162 EX(11-96)
000980
HUGHES JAMES D
60 WEST POMFRET STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 1 99-07-201 7
FILE NUMBER: 2102-0078
DECEDENT NAME: GROUP HELEN V
DATE OF PAYMENT: 03/20/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 12/25/2001
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 910,757.98
REMARKS:
TOTAL AMOUNT PAID:
JAMES D HUGHES ESQUIRE
910,757.98
SEAL
CHECK//18354
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU TAXES
TNHERTTANCE TAX D/V/S/ON
DEPT. 280601
HARRISBURG, PA 17118-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTXONS AND ASSESSHENT OF TAX
R£V-I{;4? EX &FP C01-D2)
,JAMES D HUGHES 'ESQC3?
IRWIN ETAL
60 W POMFRET ~:
CARLISLE
DATE 05-06-Z002
ESTATE OF GROUP
DATE OF DEATH 12-25-2001
FILE NUMBER 21 02-0078
COUNTY CUMBERLAND
ACH 101
I Amount Remitted
HELEN V
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR BZSALLOWANCE OF BEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF GROUP HELEN V FILE NO. 21 02-0078 ACN 101 BATE 05-06-2001
TAX RETURN WAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATION CONCERNING FUTURE XNTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I Real Estate (Schedule A)
2 Stocks and Bonds (Schedule B}
$ Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes ReceAvable (Schedule D)
5 Cash/Bank DeposAts/HAsc. Personal Property (Schedule E)
6 JoAntly Owned Property (Schedule F)
7 Transfers (Schedule G)
8 Total Assets
APPROVED DEDUCTZONS ANB EXEMPTZONS:
9 Funeral Expansos/Adm. Costs/MAsc. Expenses (Schedule H)
10 Debts/Hortgago LAabA1AtAas/LAens (Schedule Z)
11 Total Deduct/ohs
12 Nat VaLue of Tax Return
(1) 82~000.00
(2) .00
($) .00
.00
(5) 18~/046.~2
(6) .00
NOTE: To Ansura proper
credAt to your account,
submAt the upper portion
of thAs form with your
tax payment.
(9)
Z7,$$~.9Z
(10) ~17 .ZO
(11) 27.7~2. ']2
(12) Z51,6~8.7~
NOTE:
ASSESSMENT OF TAX:
15. Amount of L/ne 14 at Spousal rate
16. Amount of LAne 14 taxable at Lineal/Class A rate
17. Amount of LAne 14 at Sibling rata
18. Amount of LAne 14 taxable at Collateral/Class B rata
19. PrAncApal Tax Due
TAX CREDZTS:
PAYMENT RECETpT DTSCOUNT
DATE NUHBER INTEREST/PEN pAXD (-)
0:3-20-2002 CD000980 566.21
(1.6) .00 X O0 = .00
(16) 251,6~8.7~ X 045 = 11,:32~.19
(17) .00 x 12 = .00
(18) .00 x 15 = .00
(].9)= 11,:32~.19
AMOUNT PAID
CherAteble/Govern.en~al Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5) . O0
Net Valu~ of Estate Sub~ect to Tax (14) Z51,6~8.74
Zf an assessment ~as lssued previously, lines 1~, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
10,757.98
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATZON OF ADDITIONAL INTEREST.
TOTAL TAX CREBZT
DALANCE OF TAX BUE
INTEREST AND PEN.
TOTAL BUE
11,:31fi.19
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.)
(7) 1:3/:35R.Rq
(8) Z79,~00.86
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIYE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
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 tho decedent after the expiration of any estate for
1ifa 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.
To fulfill the requirements of Section 21qO of the Inheritance and Estate Tax Act, Act 23 of 2000. C7Z P.S.
Section 91q0).
Detach the top portion of this Notice and submit eith your payment to the Register of gills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, say be requested by completing an "Application
for Refund of PennsyLvania Inheritance end Estate Tax" (REV-1313). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Iq-hour
answering service for fores ordering: 1-800-562-2050; services for taxpayers eith spaclal hearing and / or
speaking needs: 1-800-4~7-3020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount qr interest) es 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.
Factual errors discovered on this assess, ant 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. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for e Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (52) discount of
the tax paid is allowed.
The 152 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 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 mould appeal the tax and interest
that has been assessed es indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one C1) 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 (62) percent per annum calculated at e daily rate of .000164. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which mill vary from calendar year to calendar year eith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are:
Year Interest Rate Daily Tnterast Factor Year Interest Rate Daily Interest Factor
1982 207. .00050,8 199Z 9Z .000247
1983 167. .000438 1993-1996, 77. .000192
1984 llZ .000301 1995-1998 9Z .000247
1985 13Z .000356 1999 72 .000192
1986 IOZ .000274 2000 8Z .000219
1987 92 .000247 2001 92 .000247
1988-1991 112 .OOO3Ol 2002 67. .000164
--Interest is calculatad as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER 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, addltional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
HELEN V. GROUP
Date of Death:
December 25, 2001
No. 21-02-0078
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: x 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
Date:
do
attached to this
8/20/02
Copies of receipts, releases, joinders anfiL~aplgrovals of formal or informal
accounts may be filed with the Court and may be
& HUGHES
[ IR~i'N, McKNIGHT
Hughes, Esquire
k~/~J'am es D.
Name (please type or print)
60 West Pomfret Street
Address
Carlisle, PA 17013
city, State, Zip
(717) 249-2353
Telephone Number
Capacity:
X
Personal Representative
Counsel for Personal Representative