HomeMy WebLinkAbout04-0335PETITION FOR PROBATE and GRANT OF LETTERS
also known as
Social Security No. ~ 0/--~]~o - ~ ~_~D/eceased..
- -855
To:
Register of Wills for the
County of ~/J/rL~_ 3Z/~ '7.(~,
Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older a,n the,~ec.ut
in the last will of the above decedent, dated ~t~,,__;, /.q ~_ffx~
and codicil(s) dated
in the
named
, 19
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~)/r~,].~o/'[O. nc~ Qounty, Pennsylvania, with
h ~,t~ last family or principal residence at ?/~,j.'.~o~- (_~'r~_ -
at
(list street, number and muncipality)
Decendent, then /~ years of age, died
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:
~,o0
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
~MON~WEA~m 9F PENNSYLVANIA
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 represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~-~~ ~ J~/~'/~'-/~/ ~
belore me this -'~,+~ day of
· ~ ,9.cx~q . ~ .
'~ (~.~Registe)
his is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with me as
Local Registrar. The original certificate ~vill be forwarded to thc 5;tare Vital P, ccords (')fficc f'ot permanent fiiin~:.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
I ,oc,d P, cgisrra;'
MAR 0 8 200~
Rev 2/87
Camp Hi~, PA 17011
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS
CERTIFICATE OF DEATH
~~0 . · ,._,--~_. - 16 - 'q~'Ol ,. ~ -o~-o3
I
(~12) 1 9 I ~4m5+
I ~CEOEN~'S Pen~sylvanZa
o,~,.,~, Cumb~land ~ ~'~
Camp Hill
· , , MOTHER'S NAME (F,i~. M.~Ole, MaVen S~na~ne}
,~ Benjamrn F. G~vler ,, Eleanor Po~
I~T'S NAME ~Prinl) , [IN~O~N?'S ~ILI~ ~SS {~. C~n. ~. Z~ C~)
~.. Eleanor S~ab~a b~. 17 Cone~9o Hill, Mount G~etna, PA 17064
~:,,-D~.~,r . ~ Dm,.M~ch 3, 2003 I PennsylvanZa Crem~or~
~' J~RE ~ ¢UN~L ~BV~ ~N~E ~ PER~I~SSr~ ' LICENSE NUUaEn IZ,=. ,. ................
~.. Z~Z ~/.( k~~~ .. ,:. 4100 Jon~stown Ro-~ u ..... ~ .... ~ ,~
,. / /
I
, . ~. 13-- u I~.
NAME ~D A~ESS ~ P~ WHO~
MEO.AL EXAMIN E.CORONER .
. ,. ~.~_
LAST WILL AND TESTAMENT
OF ~.~,.
ARLEEN G MANN
I, ARLEEN G. MANN, widow woman, of Enota, East Pennsboro
Township, Cumberland County, Pennsylvania, do hereby make, publish
and declare this to be my Last Will and Testament, hereby revoking
any and all Wills and Codicils previously made by me at any time
heretofore.
FIRST: i hereby direct that my personal representative,
hereinafter named, to pay all my just debts, funeral and testamenta?y
expenses as soon after my demise as may be practicable.
BE IT KNOWN that I prefer to be cremated.
SECOND: SPECIFIC DEVISE:
I hereby devise my personal residence known as
701 Wertzville Road, Enola, East Pennsboro Township, Cumberland
County, Pennsylvania to my son, MICHAEL B. MANN.
THIRD: Ail the rest, residue and remainder of my
estate, I hereby give, devise and bequeath equally among my
four (4) children, MICHAEL B. MANN, ELEANOR E. (Nee: MANN) CLAUSEN
CRAIG W. MANN, and (Sally) KAREN (nee: MANN) GRUNDON.
FOURTH: I hereby nominate, constitute and appoint
my' daughter, ELEANOR E. CLAUSEN as Executrix of this my, Last
Will and Testament. In the event that ELEANOR CLAUSEN fails to
qualify, ceases to act or is for some reason incapable of per-
forming such task, I then nominate, constitute and appoint my
daughter, (Sally) KAREN GHUNDON as alternate Executrix of this
my, Last Will and Testament.
FIFTH: None of the abovenamed persons shall be re-
quired to post bond or surety in this or any other jurisdiction
for faithful compliance of the office of Executrix.
IN WITNESS WHEREOF, I hereunto set my hand and seal to
this my, Last Will and Testament made on this the
I ~ dayOf ~~, 19 ~
ARLEEN G. MANN
The preceding instrument, consisting of this and one (1) other
typewritten page, identified by the signature of the Testatrix,
ARLEEN G. MANN, and declared therein by the Testatrix as and
for her Last Will and Testament; in the presence of us, who at
her request and in the presence of each other, have subscribed
our names as witnesses hereto.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
WE,
)
) SS.:
Testatrix, Witnesses, re-
and
the
spectively, whose names are signed to the attached and 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 it willingly~
and that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the Witnesses, in
the presence and hearing of the Testatrix, signed the Will as
Witnesses, and that to the best of our knowledge and sight, the
Testatrix, ARLEEN G. MANN, was at the time eighteen or more
years of age or older, of sound mind, and under no constraint
or undue influence.
ARLEEN G. MANN
~WITNESS
- - WI TNA'S S
(SEAL
the Testatrix, and subscribed and sworn to before me by
~)///I 5o~ ~~ ~/~/,~ ~/D.~.~%~) , tile Witnesses, on this
day of , 19
Notary Public
My Commission Expires:
Mmv, ~ns~~m
Subscribed, sworn to and acknowledged before me, by ARLEEN G. MANN
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
CLAUSEN ELEANOR E N/K/A
17 CONEWAGO HILL DR
MOUNT GRETNA, PA 17064
RE: Estate of MANN ARLEEN G
File Number: 2004-00335
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/17/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
SARBIA ELEANOR E
RE:
Estate of MANN ARLEEN G
File Number: 2004-00335
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/17/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
GLENDA FARNER STRASBAUGH ~
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE
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 :
Name Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Capacity: __
Signature
Name
Address
Te'ephone (7/7 ~ ~ -c2¥t0,.3~..
/~Personal Representative
__.Counsel for personal representative
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
~HARRISBURG, PA 11128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFiCiAL USE ONLY
FILE NUMBER
COUNI~ CODE YEAR NUMBER
I'-
Z
W
U.I
U,I
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
DATE O~ DEATH (MM-DD-Y~AR) ' DATE OF BIRTH ~M-DD-YEAR)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[5~'. Original Return
l~4. Limited Estate
l~6. Decedent Died Testate IA~ copy of Will)
l~9. Litigation Proceeds Received
E~2 Supplemental Return
J~4a. Future Interest Compromise (date of death a~er ~2-12-82)
[~7. Decedent Maintained a Living Trust {At~ach copy of Trust)
[~10. Spousal Poverty Credit {date of death bet~en 12-31-91 and 1-1-95)
SOCIAL SECURID/ NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
2o/- /C - ff, 5-o/
] 3. Remainder Return (date oldea/h pdor to 12-13-52)
~]5. Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A) (A~tach Sch O)
TELEPHONE NUMBER 'V
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Modgages & 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)
B. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabifit~es, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
COMPLETE MAILING ADDRESS
0
(8)
F~ OFFICIAt' USE ONLY
(11)
(12)
(13)
14 Net Value Subject to Tax (Line 12 minus Line 13) (14)
/-/02,00
15.
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Amount of Line 14 taxable at the spousal tax
rote, or transfers under Sec. 9116 (a)(1.2) x .0 (15)
16. Amount of Line 14 taxable at lineal rate /'/, ")-/"/ x ,0'~u,..~'~' (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at col)ateral rate x .15 (18)
19, Tax Due (19)
/?,
Decedent's Complete Address:
Tax Payments and Credits:
1, Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Pdor Payments
C. Discount
ISTATE ~/~' IZIP ~
(f)
TotaICredits (A + B + C) (2)
Interest/Pecalty if applicable
D. Interest
E. Penalty Total Interest/Penalty ( D + E )
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
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.
(3)
(4)
(5)
(5Al
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes ~
a. retain the use or income of the property transferred; .......................................................................................... []
b. retain the right to designate who shall use the property transferred or its income; ............................................ [] ~
c. retain a reversionary interest; or .......................................................................................................................... []
d. receive the promise for life of either payments, benefits or care? ...................................................................... []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. [] [~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ [] ~
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 scheUules 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 PERS~O.~N,,RESPONSIBLE~/~. FOR FIL~G~ ~-"¢_.~_RETI'~N
ADDRESS aT:
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (al (1.1) (il].
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 (el (1.1)
The statute does not exemct 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
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 trensfere from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paten'
or a stepparent of the child is 0% [72 P.S. §9116(a)(12)].
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 ES. §9116(1.2) [72 ES. §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)1. A sibling is defined, under Section 9102, as a~
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
ESTATEOF ~. /da,~ ~. cZ/' 0"/-O~, ~y-¢~/r/'-/e~'~
In ~sofl~ a~onand~edate~e ~dswemr ~edb ~ees~te All i
dude ~e p ' 'g * p ~* y . pm~ jo ntNm~ ~h the right of su~bomhip must ~ disclo~ on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
REV-15,11 EX+ (12-99)~,
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
FILE NUMBER
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
5.
6.
7.
ADMINISTRATIVE COSTS:
Personai 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:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees ..~(~::~,~ (~
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation) $ ~,~,
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
I--
W
LU
w
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF DEATH (M M-DD-YE'AR) DATE OF BIRTH (MM-DD-YEAR)
(If APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
OFFICIAL USE ONLY
FILE NUMBER
COUNTY CODE YEAR NUMBER
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
oi- -
[~'~Original Return
[]4. Limited Estate
[~6. Decedent Died Testate (Atlach copy of Will)
[]9. Litigation Proceeds Received
[~2. Supplemental Return
' [] 4a Future Interest Compromise (date of death aEer 12 12 82)
]7. Decedent Maintained a Living Trust (A~ch c~py of Trust)
]10. Spousal Poverty Credit (da~e of death between 12-31-91 and 1-1-95)
[--~5 Federal Estate Tax Return Required
__ 8. Total Number of Safe Deposit Boxes
[~11. Election to tax under Sec. 9113(A)
FIRM NAME(IfAppli~ble)
TELEPHONENUMBER
COMPLETE MAILING ADDRESS
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 Properly (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 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)
39.oo
0
(14)
15.
16.
17.
18.
19.
20.
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
Amount of Line 14 taxable at lineal rate
x .0 (15)
'-/, x
Amount of Line 14 taxable at sibling rate
Amount of Line 14 taxable at collateral rate
x .12 (17)
x .15 (18)
Tax Due (19)
Decedent's Complete Address:
701 I, de-h v, lie
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
I STATE
(1)
Total Credits (A+ B + C )
3. Interest/Penalty if applicable
D, interest
E. Penalty
Total Interest/Penalty ( D + E )
4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(2)
(3)
(4)
(5)
(SA)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5Bi
Make Check Payable to: REGISTER OF WILLS, AGENT
'1' 'ii, '" !1' ~ ...... Il 'l,I I
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 dght to designate who shall use the property transferred or its income; ............................................ ' []
c. retain a reversionary interest; or .......................................................................................................................... []
d. receive the promise for life of either payments, benefits or care? ...................................................................... []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a benefic, iary 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.
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 PEJ~SON RESPONSIBLE.~OR FI~',IG RET,~JRN
ADDRESS . . .'
IB//,
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE ¢..Z 7-- O ,/
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfem to or for the use of the surviving spouse is 3%
[72 P.S. §9116 (a)(1.1)
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)
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even
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 paren'
or a stepparent of the child is 0% [72 AS. §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 ES. §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 a~
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONALPROPERTY
ESTATE OF 'FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the eslate. All property jointly-owned with the rigM of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1.
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV~1511, EX+ (12-99)~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Debts of decedent must be reported on Schedule
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
5.
6.
7.
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:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
{If more space is needed, insert additiona~ sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF ~NDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV-1162 EX(11-96)
NO. CD 004440
CLAUSEN ELEANOR E N/K/A
17 CONEWAGO HILL DR
MOUNT GRETNA, PA 17064
ESTATE INFORMATION: SSN: 201-16-4501
FILE NUMBER: 21 04-0335
DECEDENT NAME: MANN ARLEEN G
DATE OF PAYMENT: 09/29/2004
POSTMARK DATE: 09/28/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/02/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $19.08
TOTAL AMOUNT PAID:
$19.08
REMARKS:
SEAL
CHECK# 3546
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
7003 2260 0002 5255 3439
7003 226~ ~nn= 5255 3439
COMMONWEALTH OF PENNSYLVANIA
~ ~ DEPARTMENT OF REVENUE
Harrisburg District O~6~; Lobby, Strawberry Square, Harrisburg, PA 17128-0101
September 3, 2004
(Please remit top portion with your payment)
ESTATE OF: ARLEEN G MANN
DATE OF DEATH: 03-02-2003
FILE NUMBER: 21 04-0335/04-33
BUREAU OF INDIVIDUAL TAXES
XNHERTTANCE TAX Dxv/sTON
PO ROX 280601
HARRTSBURG, PA 17118-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOgANCE OR DISALLOgANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
RE¥-1547 EX AFP
ELEANOR SARABIA '(~i~
BOX 272
17 CONEWAGO HILL DR
MOUNT GRETNA PA 1706q~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
..COUNTY
'-~CN
11-29-ZOOq
MANN
05-02-2005
21 0~-0555
CUMBERLAND
101
Amount
ARLEEN G
MAKE CHECK PAYABLE AND REMIT PAYMENT TO=
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA I70I$
CUT ALONG TH%S LINE ~.- RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP [01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
D/SALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MANN ARLEEN G FILE NO. 21 0q-0555 ACN 101 DATE 11-29-200q
TAX RETURN gAS: (X) ACCEPTED AS FILED ( } CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
q. Mortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (E)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/M/sc. Expenses (Schedule H] (9)
10. Debts/Mortgage Ltabtl/t/es/L~ans (Schedule I) (10)
l[. Tote/ Deduct/ohs
12. Net Value of Tax Return
15.
lq.
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate SubSect to Tax
.00
q62.00
.00
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 suba/t the upper port/on
of th/s form w/th your
tax payment.
(8}
$8.00
.00
NOTE:
q6Z.00
(11) 38. flO
(12) q2q. O0
(15) . O0
(lq) q::'~.. O0
Xf an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect f/gures that lnclude the total of ALL returns assessed to date.
18 and 19 ~111
(15) .00 x O0 = .00
(16) qZq. O0 x Oq5= 19.08
(17), . O0 x 12 = . O0
(16) .00 x 15 = .00
(19)= 19.08
ASSESSMENT OF TAX:
15. Amount of L/ne Zq at Spouse1 rate
16. Amount of L/ne lq taxable at Lineal/Class A rate
17. Amount of L/ne lq at S/bl/ng rata
18. Amount of L/ne lq taxable at Collateral/Class B rata
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYHENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID
.O0
AMOUNT PAID
09-Z8-ZOOq
CD00qqq0
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
19.08
TOTAL TAX CREDIT ] 19.08
BALANCE OF TAX DUEl .00
INTEREST AND PEN. .65
TOTAL DUE .65
( IF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REgUZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE~_)//~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) - , t
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADH/N-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred
in possess[on or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Comeoneaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class 8 (collateral) rate on any such future interest.
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of 2000. (TZ P.S.
Section
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Hake check or money order payable to: REGZSTER OF NZLLS, AGENT
A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available
online at ewe.revenue.state.Da.us, any Register of Hills or Revenue District Office, or from the Department's
Z4-hour answering service for forms orders: 1-800-36Z-lOS0; services for taxpayers with special hearing and/or
speaking needs: 1-800-~47-50Z0 (TT only).
Any party in interest not satisfied with the appra[sment, allowance ar disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice may object within 60 days of the date of receipt cf this notice
by filing one of the following:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
www.boardofappeals.state.pa.us on or before the expiration of the sixty-day appeal period. In order For
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals website. You may also send a written protest to PA Department of Revenue, Board of Appeals
P.D. Box 281021, Harrisburg, PA 171lB-lOll. Petitions may not be foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three
the tax paid is allowed.
The 15Z 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 is charged beginning with first day of delinquency, or nine [9) months and Dna (1) day from the date of
death, to the date of payment. Taxes ehich became delinquent before January 1, 198Z bear interest at the rate of
six (6X) percent per annum calculated at a daily rate of .000164. A11 taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Depart;ant of Revenue. The applicable interest rates for 198Z through ZOO4 ere:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor
1'~ 20Z .0005~5 1988-1991 XIZ .000301
1985 16Z . 000458 199Z 9Z . 000247
1984 112 . 000301 1993-1994 7Z · O0019Z
1985 132 .000556 1995-1998 9Z .000247
1986 IOZ .000274 1999 7Z . O0019Z
1987 IOZ .000274 ZOO0 7Z .000192
--Interest is calculated as folloes=
TNTEREST = BALANCE OF TAX UNPAZD
Interest Daily
Year Rate Factor
~ 9Z .O00Z~7
ZOO2 6Z .000164
ZOO5 5Z .000157
2004 4Z .000110
X NUNBER OF DAYS DELZNQUENT X DALLY TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [15) days
beyond the date of the assessment. [f payment is made after the interest computation data shown on the
Notice, additional interest must be calculated.
.
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
fA' +h Hf\t.ld.\~\
~I\'\'"
Date of Death:
Estate No.:
2..00 I - oo!. ~ S-
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:
I. State whether administration of the estate is complete:
Yes)8J.' No D
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. I is Yes, state the following:
a. Did the personal representative file a final account wit!} :'ij.ourt?
Yes~ NoD ~ 'f{ 03
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes D No D
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. ~
Date: z..\l..doS- h{Ld-~" f ~
Siglature
w,l (lliMA 'r ~, l~s
Name
-:)..... L.u . ~l ~\... S',"
Addres~(L'>\~ I :.2>1-+- ''iOC3
1 II '1--'+ ~ - 1\ 'i 0
Telephone No.
~<)
Capacity: D Personal Representative
~ Counsel for personal representative
v-
.
Register of Wills of Cumberland County
Name of Decedent:
STATUS REPORT UNDER RULE 6.12
t7 r/eetJ G fl1a n n
3- (};)--():3
J/~t1 Lf--CJrJ3 3S-
Date of Death:
Estate No.:
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 JJr No 0
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. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases,joinders and approval offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
~(~
Date:
1-/5-0':;-
C;()
Signature
EleatJor ~. C/CCu6ef-j
Name
130-;<' ,).7J- /7 ~rtl /f,-/( -t
Address I1f GreTnti.~ /!; r?oC:,y
;/7- f/6 ~ -d-;)():L
Telephone No. .
Capacity: 0 Personal Representative
o Counsel for personal representative
~
Estate of MANN ARLEEN G
Late of CAMP HILL BOROUGH
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
Estate No.: 21-04-00335
Date:
4/08/2005
NO.: 21-04-00335
CLAUSEN ELEANOR E N/K/A
17 CONEWAGO HILL DR
MOUNT GRETNA PA 17064
NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A
HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE
Personal Representative: CLAUSEN ELEANOR E N/K/A
Personal Representative Counsel: ** NO INFORMATION FOUND **
Date of Decedent's Death: 3/12/2003
Date of Delinquency Notice: 3/02/2005
The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans'
Court, in accordance with rule 6.12, 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 their counsel, have filed with the Register of
Wills or Clerk of Orphans' Court, his/her Status Report required by
Rule 6.12, Supreme Court Orphans' Court Rule, and that the
requisite notice, pursuant to Rule 6.12, Supreme Court Orhans'
Court Rules, was given by the Clerk of Orphans' Court on 3/03/2005
and that the ten (10) day notice to file the status report has
expired. Accordingly, in accordance with Rule 6.12 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
their counsel.
cc: File
Personal Representative
Counsel
~~~
'-I
Glenda Farner Strasbaugh
Clerk of Orhans' Court
A hearing is scheduled for June 03, 2005 at 9:30 AM
Courtroom No. 03. If the Status Report is filed prior to
hearing date, the hearing will automaticall
~