HomeMy WebLinkAbout04-0339PETITION FOR PROBATE and GRANT OF LETTERS
also known as
Social Security No.
, Deceased.
To:
Register of Wills for the
County of
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 executefX
in the last will of the above decedent, dated .~-'~
and codicil(s) dated
in the
named
, 19 97
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in County, Pennsylvania, with
h L34~ .. last family or principal residence at ~ >,,}>£c714 p~o~,.r/ _~/' ~&3)fo'~Lt->.Y5 -
(list street, number and muncipality)
Oecendent, then 7B years of age, died ])/7/~'"~ ,qO' 200c-[,
at /~q .%0,~1~ $~,~0tT~&
Except a~ follows, decedent di~ not marry, was not divorced and did not have a child born or adopted
after execution of the w~l offered for probate; was not the victim of a killing and was never adjudicated
incompetent: A )/:~ ..
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 request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters '"FL~_'7/q t~'O°7'/?ft'¥
(testamentary; admin%tration c.t.ar;-~ .~. inistratio, n d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } ss
COUNTY OF
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 an~l guly administer the estate according to law.
,,~ I ~ ./~]
Sworn to or affirmed and subscribed /Vc/~/v ~, ~
Estate0f ~J,-I&~ST/n~ ~- ~Jc~,--/,/~/~ ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated
described therein be admitted to probate and filed of record as the last will of
~d Letters ~ K~ ~I~ nT~ ~' ~/' /
~e hereby granted to
-/-
.,.l~d~ ~, in consideration of the petition on
FEES
Probate, Letters, Etc .......... ~
Short Certificates( ) .......... $'~, O ~
,R, efiunciation ................ $ / ~, c E~
TOTAL $./~, 0~:
~il~a ~~. ~..~~ ............
r/'~Register of Wills,
ATT~DRNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
105 805 REV 9/86
This is to certify that the information here given is correctly copied l¥om 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 ~
No. ~~~ Date
Local Registrar
MAR 31 2004
COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH ~ VITAL RECORf~''r~ ':' '
CERTIFICATE OF DEATH :.:
N~IE OF DECEDENT IF,~. MK~4. LM) IS~X SOCIAL SECURITY NUMaER
,. c~~ ~. ~ood~n ~,. ~ 1,-~74 --2O --8378
/~ -. ..... -_~-..28 .~ Harrlsburo PA.~ -:.: ~
' ' ' - t ~ennsboro~ i/ a ~ - ~ t/ ~a I~~ I White
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.~,~k I,,- ~s~.o~ Co. I,, -- I,,~2~'' I. ' ...... ' I,,.o~v°~co~ I,,.
. ' · J~ ,,~ PA ,.O ~.
8 North Front Street ~ ~
Wo~leysburg, PA 17043 ~ ,m.c,_~ Cumberland ~' ,t~ ~ Wormleysburg
~, Shulda J~t Thelma L.
;haron K. Ne~yer ~ 8 North Front Street, ~omleysburg, PA 170~3
~0 ~~~.0 J~ Cremation Society of l
~O --, ~00~ J,,~ PA Crematory J,,. Harrisburg, PA 17109
Im~lO0 [onesto~C[8~l~r~}~, ~APA17109
, ~ ~ ~ m~. 'L~N~ ~ J~
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~ ~ ~ M el~t~n ~M MVIII~I~. h my ~ln~, ~1~ G~ M h tim, dire. ~ ~Ki. W ~e to ~ ~u~l) iM
//
LAST WILL AND TESTAMENT
I, CHRISTINA F. WOODRING, of Wormleysburg, Cumberland
County, Pennsylvania, declare this to be my Last Will and
Testament, hereby revoking any and all Wills by me anytime
heretofore made.
FIRST: I direct that all of my funeral expenses b~pal~
SECOND: I give, devise and bequeath all of the re ~s~,
residue and remainder of my Estate, real and personal, od ~
whatever nature and wheresoever situate to be divided eq~lly
between my children, SHARON K. NEWMYER of 8 North Front S~eet,
Wormleysburg, Cumberland County, Pennsylvania 17043, and ERICA L.
HENDERSON of 3 East Louther Street, Apartment 2, Carlisle,
Cumberland County, Pennsylvania 17013. In the event either of my
children predecease me or predeceases any distribution due them,
then said beneficiary's share shall be distributed to the CAMP
HILL UNITED METHODIST CHURCH of South 22nd Street, Camp Hill,
Pennsylvania.
THIRD: The interest of beneficiaries in principal or income
shall not be subject to the claims of any creditors, any spouse
for alimony or support, or others, or to legal process, and may
not be involuntarily alienated or encumbered except that nothing
in this article shall preclude the assignment of all or any part
of a beneficiary's interest to her descendants.
FOURTH: My beneficiaries as determined in accordance with
the above paragraph may choose specific items of my estate to be
retained by them. The fair market value of those items shall be
Testament, this
determined by my beneficiaries or by the Executrix/Executor if
they are unable to agree on a fair market value. The
distribution due any of my beneficiaries shall be reduced by the
fair market value of any items chosen by each of them.
FIFTH: I hereby nominate, constitute and appoint my
daughter, SHARON K. NEWMYER, to be the Executrix of my Estate, if
she survives me. If SHARON K. NEWMYER cannot act as Executrix
for any reason then I appoint my brother, RONALD L. SHULDA, of
614 North Front Street, Wormleysburg, Cumberland County,
Pennsylvania 17043, to be the Executor. The Executrix/Executor
shall serve without bond.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
these two (2) typewritten pages as, and for, my Last Will and
// day of September, 1997.
CHRISTINA F. WOODRING ~
Signed, published and declared by the above named Testator,
CHRISTINA F. WOODRING, 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 hereunto subscribed our names as
witnesses.
Witness
Address
W'i'tne ~
Addre s s '
'Witness -
Addr~ s - 'J '
Commonwealth of Pennsylvania
County of Dauphin
I, CHRISTINA F. WOODRING, the Testator whose name is signed
to the attached or foregoing instrument, having been fully
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will and Testament, and
that I signed it willingly and as my free and voluntary act for
the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by CHRISTINA
F. WOODRING, the Testator, this // day of September, 1997.
CHRISTINA F. WOODRING ~ I
Notary Public
Notarial Seal
Tra.cy L. McNamara, Notary Public
Harrisburg, Dauphin County
My Commission Expires May 1, 2000
4
Commonwealth of Pennsylvania
County of Dauphin
We, Kerri R. Conrad Betty Ann McMullan
and Dianne Bissoon, the'witnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were
present and saw the Testator sign and execute the instrument as
her Last Will and Testament; that the Testator signed willingly
and executed it as her free and voluntary act for the purposes
therein expressed; that each subscribing witness in the hearing
and sight of the Testator signed the Will as a witness, and that
to the best of our knowledge the Testator was at the time
eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence.
Sworn to or affirmed and subscribed before me by
Kerri R. Conrad , Betty Ann McMullan and
Dianne Bissoon , witnesses, this I~~ day of
September, 1997.
Witness
Witness
Witne~ .....
Notary ~ubl ic
4001WOODRING.WIL
Notadal Seal
Tracy L. McNamara, Notary Public
Harrisburg, Dauphin County
My Commission ExpIres May 1, 2000
REV-1500 EX (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICIAL USE ONLY
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
WOODRING, CHRISTINA F
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR
03/29/2004 06/23/1928
(IF APPLICABLE)SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
FILE NUMBER
COUNTY CODE
YEAR NUMBER
SOCIAL SECURITY NUMBER
174-20-8378
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
I X I 1. Odginal Retum
i----] 4. Limited Estate
~ 6. Decedent Died Testate (Attach copy of Will)
[~]9. Litigation Proceeds Received
2. Supplemental Retum I~l 3. Remainder Retum (date of death pdor to 12-13-82)
[--~ 48. Future Interest Comprem~se (date of death after 12-12432) r'~ 5. Federal Estate Tax Return Required
7. Decedent Maintained a Living Trust (Attach copy of Trust) 0 8. Total Number of Safe Deposit Boxes
10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) I'~ 1 1. Election to tax under Sec. 9113(A)(Attach Sch O)
NAME
LORRAINE NAGY
FIRM NAME (If Applicable)
KERN AND COMPANY, P.C.
TELEPHONE NUMBER
(717) 763-0888
COMPLETE MAILING ADDRESS
2331 MARKET STREET
CAMP HILL, PA 17011
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership orSole-Prepdetorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
i--'--I 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)
1 1. Total Deductions (total Lines 9 & 10)
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)
0
0
4,054
28,374
8,378
OFFICIAL USE ONLY
(8) 41,206
800
88
(11) 888
(12) 40,318
(13)
(14) 40,318
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate.
19. Tax Due
40,318
x.o __ (15)
x.o 45 (t8) 1,814
x .12 (17)
x .15 (18)
(19) 1,814
3W4645 1.000
· D~cedent's Complete Address:
S ~ F, bET ADDRESS
8 NORTH FRONT STREET
CITY I STATE iZip
WORMLEYSBURG PA 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable D. Interest
E. Penalty
91
Total Credits (A + B + C) (2)
Total Interest/Penalty(D + E) (3)
(1) 1,814
91
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5) 1,723
A. Enter the interest on the tax due.
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1,723
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ....................... ~-~ ~
b. retain the right to designate who shall use the property transferred or its income; ......... ~ ~
c. retain a reversionary interest; or ................................ ~-~ r~
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? ............................ ~1 ~
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 retum, including accompanying schedules and statements, and to the bent of my knowledge and belief, it is true, co~ect and complete.
Declarat~n of preparer other than the personal representative is based on all information of which preparer has any knowledge.
DATE
ADDRESS
8 NORTH FRONT STR~-T, WORNT.~.YSBURG, PA 17043
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
DATE
2331 MARKET STREET, CAMP ~'Ii~,L, PA 17011
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. § 9916 (a) (1.1)0)].
For dates of death on or after Jan uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)]
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory fL~luirements 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.
3W4646 1.000
REV-1503'EX + (6-98)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
WOODRING, CHRISTINA F.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
VALUE AT DATE
DESCRIPTION OF DEATH
iTEM
NUMBER
US SAVINGS BOND
US SAVINGS BOND
TOTAL (also enter on line 2, Recapitulation) $
25
375
400
3W4696 1.000 (If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
WOODRING, CHRISTINA F.
FILE NUMBER
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.)
TOYOTA COROLLA
FURNITURE
MET LIFE CAR INSURANCE REFUND
TOTAL (Also enter on line 5~ Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
2,000
2,000
54
4,054
3W46AD 1.000
REV-1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
WOODRING, CHRISTINA F.
FILE NUMBER
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADOFJESS RELATIONSHIP TO DECEDENT
A. SHARON K. NEWMYER DAUGHTER
8 NORTH FRONT STREET
WORMLEYSBURG, PA 17043
JOINTLY-OWNED PROPERTY:
U:I IL;'~ DATE DESCRIPTION Of PROPER'P( % OF DATE OF DEATH
ITEM FOR JOINT MADE iNCLUDE NAME OF FINANCIAL INSTITUTION ANS BAI~( ACCOUNT DATE OF DEATH DECD'S VALUE OF
~IJMBER OR SIMILAR IDENTIFYING NLIMBER. ATTACH DEED FOR
NUMBER TEr~kNT JOINT JOINTLy-FEI. D REAL ESTATE. VALUE OF ASSET INTEREST DI=('-=DEN'F'S INTEREST
1, A. PRE-2000 M&T CHECKING ACCOUNT
ACCT# 91511232 11,664 50% 5,832
2. A. PRE-2000 M&T SAVINGS ACCOUNT
ACCT# 98216600 34,520 50% 17,260
3. A. PRE-2000 M&T CERTIFICATES OF DEPOSIT
ACCT# 31003913916812 10,564 50% 5,282
TOTAL (Also enter on line 6, Recapitulation) $ 2 8,3 7 4
3W46AE 1.000 (If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
WOODRING, CHRISTINA F.
FILE NUMBER
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM INCLUD~ THE Na&IE OF T~ TRANSFEREE, THEIR RE LATIONSHIP TO DECEDENT AAD DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE
NUMBER Th~ DATE OF TRANSFEI~ ATrACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUCABLE) VALUE
1. WAYPOINT IRA
ACCOUNT #1081524118
BENEFICIARY:
SHARON K. NEWMEYER, DAUGHTE! 8,378 100% 0 8,378
TOTAL (Also enter on line 7, Recapitulation) $ 8,378
(If more space is needed, insert additional sheets of the same size)
3W46AF 1.000
REV-1513' EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
WOODRING, CHRISTINA F.
FILE NUMBER
Debts of decedent must be reported o~ Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
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
KERN AND COMPANY, P.C.
TOTAL (Also enter on line 9, Recapitulation)
3W46AG 1.000 (If more space is needed, insert additional sheets of the same size)
800
800
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF
WOODRING, CHRISTINA F.
FILE NUMBER
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical expenses.
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
o
CONNOR-RICH (MEDICAL EXPENSE)
FREISTAK - SCHOOL TAXES
KERN AND COMPANY, P.C.
2003 INDIVIDUAL TAX PREPARATION
AT&T
VERIZON
TOTAL (Also enter on line 10, Recapitulation) $
10
10
5O
8
10
88
3W46AH 2.000 (If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
WOODRING, CHRISTINA F
FILE NUMBER
NUMBER
o
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
SHARON K. NEWMYER
8 NORTH FRONT STREET
WORMLEYSBURG, PA 17043
ERICACONRAD
40 WEST BIG SPRING AVENUE
NEWVILLE, PA 17241
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
DAUGHTER
DAUGHTER
5O%
5O%
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
$
3W46AI 1.000 (If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004086
NEWMYER SHARON K
8 NORTH FRONT STREET
WORMLEYSBURG, PA 17043
........ fold
ESTATE INFORMATION: SSN: 174-20-8378
FILE NUMBER: 2104-0339
DECEDENT NAME: WOODRING CHRISTINA F
DATE OF PAYMENT: 06/25/2004
POSTMARK DATE: 06/25/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/29/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,723.00
TOTAL AMOUNT PAID'
$1,723.00
REMARKS:
SEAL
CHECK# 657
INITIALS: JA
RECEIVED BY'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
NEWMYER SHARON K
8 NORTH FRONT STREET
WORMLEYSBURG, PA 17043
RE:
Estate of WOODRING CHRISTINA F
File Number: 2004-00339
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/18/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death: ~/~.C I'~ ~C~
To the Register:
Admin. No.
I certify that notice of (beneficial interest) estate admini.~tration required by Rule 5.6(a) of the iOT~.~s' Court Rules
served on or mailed to the following beneficiaries of the above-captioned estate on 3 ] .~
Name
Address
was
:
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Signature
Address ~ /~ f/'LOAOV ~
Telephone (~t)). ~{..O{
Capacity: .. ~Personal Representative
Counsel for personal representative
SHARON K NEWMYER
8 N FRONT ST
WORMLEYSBURG PA 170q$
I
TNFORHATZON NOTZCE I FZLE NO. 21 0q-0559
AND
I
TAXPAYER RESPONSE ACN 0q129829
DATE 08-0Z-200~,
Oi TYPE OF ACCOUNT
I~ST. OF CHRTSTTNA F WOODRTNG [] SAVTNSS
S.S. NO. 17~,-[0-8578 [] CHECKTNS
DATE OP DEAT~ 05-29-200~ [] TRUST
? Cb TY CUMBERLAND
REHIT PAYHENT AND FORHS TO:
REGISTER OF ~ZLLS
CUH~ERLAND CO COURT HOUSE
CARLISLE, PA 17015
COMPLETE PART 1 BELO## # # SEE REVERSE SZDE FOR FZLZNO AND PAYHENT ZNSTRUCTZONS
ACeOLIn~ No. 9600008810
Estubltshed
Account Balance 2 · 070.01
Percent Tixablo X 50. 000
Amount Sub~t ~o Tax 1,035.01
Tax Ra~o X ,15
PART TAXPAYER RESPONSE
] '"'~'*" '"';:'"':"~'~'*'""' ............ ~'~ ...................... ' :?:'~:'""?! .......................
A. The above information and tax due is correct.
You lust caeplete PART [] and/or PART [] bela,.
PART Tf you indicate u d:ifferont tax rate, please state your
] relat~onsh:Lp to decedent:
TAX RETURN - COMPUTATZON OF TAX ON JOTNT/TRUST ACCOUNTS
LTNE 1. Date Established
2. Account Balance
3, Percent Taxable 3
fi. /mount Sub.~ect to Tax q.
5. Debts ~d Deduc~/ons
6. A~un~ Taxlblo 6.
7. Tax Ra~o 7
8. Tax ~e 8.
PART
DATE PAID PAYEE
DEBTS AND DEDUCTZONS CLAZMED
DESCRIPTION
TOTAL (Enter on Line S of Tax Computation)
AMOUNT PATD
~ / Undir penalttes of por.4ury, I declare that the facts 1' have reported ~bovo are true, correct and
TAXPAYER SlgNATUI~E ~ TELEPHONE NUMBER
GENERAL INFORMATION
1, FAILURE TO RESPOND NILL RESULT ZN AN OFFICIAL TAX ASSESSNENT with applicablm ]ntermst based on
REPORTING INSTRUCTIONS - PART I - TAXPAYER RESPONSE
TAX RETURN - PART 2 - TAX COMPUTATION
Da*e of Death Spouse I Lineal S~b13ng { Collm~eral
CLATMED DEDUCTIONS - PART ) DEBTS AND DEDUCTIONS CLAIMED
Robert & sharon Ne~myer
8 North Front street
Wormteysburg PA 17043-1327
0000
U.S. POSTRGE
PAID
CRI~P HILL.PA
17011
S0.37
00029Z68-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 28060I
HARRISBURG, PA i71:'8-0601
LORRAINE NAGY
KERN & CO
2551 MARKET ST
CAHP HILL
o
PA 17011
CONMONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE 08-25-Z00fi
ESTATE OF NOODRIN6
DATE OF DEATH 05-29-200q
FILE NUHBER 21 0q-0559
COUNTY CUMBERLAND
ACN 101
_C_U_T._A__L.O.N_G_~.H~.S._L_~ ....... ~_. RETAZN LONER PORTZON FOR YOUR RECORDS
<.:. ~:L D~ALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE ODRIii '-
· i? ~ CHRISTINA F FILE NO. 21 0q-0559 ACN 101 DATE
TAX RETURN NAS: { X} ACCEPTED AS FILED { ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
CHRISTINA F
Amount Remitted I
RAKE CHECK PAYABLE AND REHZT FAYMENT TO:
REGISTER OF NILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
08-ZS-ZO0~
APPRAZSED VALUE OF RETURN BASED ON: ORIGZNAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) ($)
q. Hortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
B. Total Assets
APPROVED DEDUCTZONS AND EXENPTZONS:
9. Funeral Expenses/Ada. Costs/HAsc. Expenses (Schedule H) (9)
10. Debts/Hortgage LiabAlitAes/LAens (Schedule Z) (10)
11. Total Deduct ions
12. Net Value of Tax Return
15.
1~.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
.00
~00.00
.00
.00
~05~.00
28z$7q. O0
8z578.00
(B)
800.00
NOTE: To Ansura proper
credAt to your account,
submAt the upper portion
of th/s form wAth your
tax payment.
NOTE:
q1,206.00
(16) .00 X O0 = .00
(16) q0,$18.00 X Oq5= 1,81q. O0
(17) .00 X 12 = .00
(18) .00 x 15 = .00
(19)= 1,81q. O0
AHOUNT PAID
1,725. O0
ASSESSMENT OF TAX:
15. Amount of LAne lq at Spousal rate
16. Amount of Line lq taxable at LAnaaZ/Class A rate
17. Amount of LAne lq at SAblAng rate
18. Amount of LAne lq taxable at Collateral/Class B rata
19. PrAncA}al Tax Due
TAX CREDITS:
PAYMENT RECEZPT DZSCOUNT (+)
DATE NUHBER ZNTEREST/PEN PA/D (-)
06-25-200q CD00q086 90.68
ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
BALANCE OF TAX DUEI
INTEREST AND PEN. I .00
TOTAL DUE I .52
( ZF TOTAL DUE ZS LESS THAN $1, N,O. PAYHE,N,T ZS RE;)UZRED.
ZF TOTAL DUE TS REFLECTED AS A CREDZT (CR), YOU HAY BE D
A REFUND. SEE REVERSE SZDE OF THZS FORN FOR ZNSTRUCTTONS.
Zf an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 Nill
refZect figures that lnclude the total of ALL returns assessed to date.
88. O0
(11} 888.00
(1::') q0,518.00
(15) . O0
(1~) q0,518. O0
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR}:
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY=
INTEREST:
Estates of decedents dying on ar before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, tho Commoneealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes
at the lamful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit aith your payment to the Register of Rills printed on the reverse side.
--Make check or money order payable to: REGISTER OF RILLS, AGENT
A refund of a tax credit, ahich ams not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications ara available at the Office
of the Register of Nills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour
ansaering service for fores ordering= 1-SOO-56Z-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--aritten protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlOZl, Harrisburg, PA iTIZS-iOZI, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Raviaa Unit, Dept. lB0601, Harrisburg, PA 17lgB-060l
Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (5) calendar months after the decsdent's death, a five percent (SI) discount of
the tax paid is allowed.
The leg 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 one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rata of
six (6Z) percent par annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which a111 vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are:
Interest Doily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~'~ lOX .OOO54B ~q~-1991 11Z .OOO~O1 ~ 9Z .000247
1983 16Z .000458 199Z 9Z .000Z47 ZOOZ 6X .000164
1984 llZ ,000~01 1995-1994 72 .000192 2003 5Z .000157
1985 lBZ .000356 1995-199B 92 .000247 2004 4Z .000110
1986 IOZ .000274 1999 7Z .000192
1987 lOX .000Z74 ZOO0 7Z .O0019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID
X NURBER OF DAYS DELTNQUENT X DAILY INTEREST FACTOR
--Any Re[ice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
COMMONWEALTH OF PENNSYLVANtA
DEPARTMENT OF REVENUE
BUREAU OF IN DIV~DUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128 O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004326
NEWMYER SHARON K
8 NORTH FRONT STREET
WORMLEYSBURG, PA 17043
fold
ESTATE INFORMATION: SSN: 174-20-8378
FILE NUMBER: 2104-0339
DECEDENT NAME: WOODRING CHRISTINA F
DATE OF PAYMENT: 08/31/2004
POSTMARK DATE: 08/30/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/29/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
04129829 $155.25
REMARKS:
TOTAL AMOUNT PAID:
8155.25
CHECK# 663
INITIALS: JA
SEAL RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OEWILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28060!
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
&PPRAISEHENT, ALLONANCE OR DISALLONANCE
OF DEDUCTIONS, AND ASSESSNENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-l$48 EX AFP C09-04)
SHARON
8 ~RONT ST
WORNLEYSBI~I~-~
O~
K NEWMYER
PA 17045
DATE 12-Z0-2004
ESTATE OF WOODRING
DATE OF DEATH 05-29-2004
FILE NUMBER 21 04-05~9
COUNTY CUMBERLAND
SSN/DC 174-20-8S78
ACN 04129829
Amoun~ Remi~ed
CHRISTINA f
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~.~ RETAIN LOWER PORTION FOR YOUR RECORDS ""~
REV-1548 EX AFP [01-03)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-20-2004
ESTATE Of WOODRING
CHRISTINA F DATE Of DEATH 05-29-2004 COUNTY CUMBERLAND
FILE NO. 21 04-0559 S.S/D.C. NO. 174-20-8578 ACH 04129829
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: WAYPOINT BANK ACCOUNT NO. 9600008810
TYPE OF ACCOUNT: ( ) SAVINGS ( ) CHECKING ( ) TRUST (~ TIME CERTIFICATE
DATE ESTABLISHED 03-24-2003
Account Balance 2,070.01
Percent Taxable X 0.500
Amount Subject to Tax 1,035.01
Debts and Deductions - .00
Taxable Amount 1,035.01
Tax Rate X .15
Tax Due 155.25
TAX CREDITS:
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT (+)
DATE NUHBER INTEREST/PEN PAID C-) AMOUNT PAID
08-30-2004 CD004326 .00 155.25
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
155.25
.00
.00
.00
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 2/17/2006
NEWMYER SHARON K
8 NORTH FRONT STREET
WORMLEYSBURG, PA 17043
RE: Estate of WOODRING CHRISTINA F
File Number: 2004-00339
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 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:
3/29/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
~ t-'
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: C HLl ST '^' 11---5 L00LJ O~IN lY-
Date of Death: 1'1 Mlc H :2-9 2.ooy
Estate No.: tj..oD 4 -- 00 3~Cf
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 ijl 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.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes ~ 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? Y es ~ No 0
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.
j~~~
Signature
Date: 2.':13 lOll
S ~A1toN t A) e-w(V)'f e(l
Name
(-:1
<6 N F(lQ1J{' Sr vJoLt1L.t;lS~ ~Pr IPIf~
Address
(llJ) 7,1 ~lV
Telephone No.
Capacity: .I]l Personal Representative
o Counsel for personal representative
~~'