HomeMy WebLinkAbout04-0228 PETITION FOR PROBATE and GRANT OF LETTERS
also known as Viola Jean Sommer To:
Register of Wills for the
1 ., Deceased. County of Cumberland in the
Social Security No. 84-12-4/430 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 ors named
in the last wilt of the above decedent, dated 12/30/91 , 19
and codicil(s) dated none
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in Cumberland County, Pennsylvania, with
h er last family or principal residence at 105 Scrignoli Lane, Enola, PA 17025
(list street, number and muncipality)
Decendent, then 81 1/22/200/4
years of age, died ., 19.
at Holy Spirit Hospital '
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 $ 310~000.00
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $ none
situated as follows:
W~EaEVOaE, petitioner(s) respectfully request(s) the probate of the~ will,nd c6d]c~s)
presented herewith and the grant of letters Testamentary
theron. (testamentary; administration c.t.a~; administration d.b.n.c.t:a.)
=~ ~ /Z ~~~.-~ Donald L. So~Z
~ ~ ~ 5911 Palmer Drive
~.~ ...... Harrisbur~ PA 17113
"= ~~g'~ ~ Judith A. So--er
~ ~ J 105 Scrignoli Lane
~ Enola, PA 17025
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF [2A.~c~k:~c~o~(~ . f
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~(~7~..an~l, truly administer.._~ ~/~he estate according~o/law.
Sworn to or affir~m~_d~ and subscribed r )( ,~'~??'b~ ~
befo~re me this /'5va ~ day of | ..... ~:
No. ,,~gj.
Estate Of N/, ~0n ~ ?'~oc-,,~, ~ r- ~ .V..~. , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~3.~C3c'~ ~ cQt'XDt-~ ~ , in consideration of the petition on
the .reverse side hereof, satisfactory proof having been presented before me,
IT IS DEC~ED that the inst~ment(s) dated ~ Z ~ .~ - IQQi
described therein be admitted to probate and filed of record ~ the l~t w~l of
Probate, Letters', Etc .......... $~0~.0o 07172 ~rthur ~. Feld
Sho~ Ce~ificates( ) .......... $ .~. oO A~ORNEY (Sup. Ct. I.D. No.)
~n~.O~ .... $ '~.Oo 1309 Bridge Street. ~ew Cumbertand, PA
~~ $ I O. ~ ADD.SS 17070
TOTAL . $~q~ .o~
Filed ~ - ~. '~ ~°~ .: .............. 7~7-770-0292
................. ~o~
(each) a subscribing
law, depose(s) and sly(s).that~. ~ ~ent and saw,
the testat__, sign~nd t~ . _ . Nx,N signed as a w~ss at the
request of testat ~_ in h pre~~n her presence o~3ch other) (in the presenc~f the
other subscribing w~).- ~' ~'' ' ~
~worn ~o or a~irm~d and s~~ ~o~ ~ ~
me this ~ da~f ~ (Name) ~
~ l~ ~ (Address) ~
~ RegisterX X---' ~
¢ ~':~.~EGiS~ER OF WILLS OF COUNTY
" W ' .0ATH OF NON-SUBSCRIBING WITNESS
(each) a subsc~hereto, (each) being duly qualified according to law, depose) and say(s) that
[~ ~. ~ familiar with the signature of~. ~ ~~ ,
~ codicil
testat ~ of (one of the subscribing witnesses to) the ~ presented herewith and
codicil
that ~~ ~ believe~ the signature on the will is in the handwriting of
to the best o~ ~ knowledge and belief. ~/ ~ /;, ]]
worntoora,, ,me an u cr e eeore
me this ~ day of (Name~
~~~Register ~'
. (NamO
(Address)
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~
~ ~~~Loc l~Registrar~~~
No. ~ Date
.~ ~3 ~ ~7 COMMONW~LTH OF PENNSYLVANIA · DEPARTMENT OF H~LTH · VITAL: REd'DS
CERTIFICATE OF DEATH ~ .c.: ~
.~.~.~.~ ~ ~.~ o~ o~c~o~(~.,. ~..~..~ Viola Jean Sommer s~emale s~cu~ ~b~. gl 4430 ~
~ CumbeHand JEast Pennsboro iwp J ~ y.~.~. ~c~
Enola PA 17025 ~'~ m ri ~t
' ( . Cu be and ~v~ ~Tdm~
FATHER'S ~E ~i~l.~le. Lea) isa~c F ~v~ns
I ~oT,~rs ~ (~ ~,, ~,~ ~therine Mae Burd
· . ~ m. l . -
~ ll~ 24-~ must ~ ~ by / TIME ~ O~TH I ~TE PR~D ~ (M~, Oay, Ye~) I WAS C~E REFERRE~ TO A MEDICAL E~MiNER/CO~ON~
,~ W~ ~ A~O~Y I ~RE AUT~Y FININGS MANNER OF ~TH ~TE ~ INJURY TIME OF INJURY I~URY AT ~RK? DESCRt~ ~W iNJURY ~CURRED
~ C~ETI~ ~ CAUSE Na~ ~ Hm
LAST WILL AND TESTAMENT
OF
O ~ O~ ~ V. JEAN SOMMER
'%i~'~i~' I' ~O jE~NiSOMMER of 212 Park Drive, Marysville, Perry
C°~ty, ~nnsyl~ania, being of sound and disposing mind, memory,
an~hder~tandm~/g, do hereby make, publish and declare this
my~ast Will ~ Testament, hereby expressly revoking all other
writings in nature testamentary by me at any time heretofore
made.
FIRST: I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
THIRD: I hereby give, bequeath and devise all the rest
and residue of my estate and property, real, personal and mixed,
of whatsoever nature and wheresoever situated, of which I may
own at the time of my death, or to which I may be entitled or
of which I may have the right to dispose at the time of my death,
to my five Children, Charles K. Sommer, Donald L. Sommer, Ja~es ~.
Sommer, Thomas E. Sommer and Judith A. Sommer in equal shares.
In the event any child predeceases me that share shall be
divided among my other children.
V. J~ SOMME~
Page one of two
FOURTH: I hereby appoint my Son, Donald L. So~er and my
Daughter, Judith A. So~er as Executors of this, my Last Will
and Testament and I direct that they shall not be required to
give bond or other security in any jurisdiction wherein proceedings
may be held in connection with my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 30th day of December, 1991.
WITNESS:
Page two of two
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE REV-1162 EX(11-96)
~ , BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
" NO. CD 003840
SOMMER JUDITH A
105 SCRIGNOLI LANE
HARRISBURG, PA 17025
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ ford
~:~"'. 101 $11,250.00
ESTATE INFORMATION: SSN: 184-12-4430
FILE NUMBER: 2104-0228
DECEDENT NAME: SOMMER V. JEAN
DATE OF PAYMENT: 04/19/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01/22/2004
i ~.,:: TOTAL AMOUNT PAID: ~ 11,250.00
REMARKS: JUDITHASOMMER
~"' CHECK//104
,: INITIALS: VZ
~'~SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
:::~, REGISTER OF WILLS
REGISTER OF WILLS
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: V. Jean Sommer
Date of Death: January 22, 2004
Will No. 2004-228 Admin. No.
To the Register:
I certify that notice of beneficial interest 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
March 9, 2004 :
Name Address
Judith A. Sommer 105 Scriqnoli Lane, Enola PA 17025
Thomas E. Sommer 2750 N.W. St., Oakland Park, FL 33309
James F. Sommer 80 Kemerer Drive, Marysville, PA 17053
Donald L. Sommer 5911 Palmer Drive, Harrisburg, PA 17112
Charles K. Sommer 43 Cove Hill Road, Marysville, PA 17053
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except
Name Arthur M. Feld, Esq.
Address 1309 Bridqe Street
New Cumberland, PA 17070
Telephone (717) 770-0292
Capacity: Personal
Represent at ive
~ Counsel for
PerSonal Representative
OOMMONW LTHOE REV'1500 OFE,C,...USE O.Ly
~ PENNSYLVANIA
· '~3~, DEPARTMENT OF REVENUE
'f"]"j"'~q~'~[~ff~/~'~j~'~ DEPT. 280601 INHERITANCE TAX RETURNFILENUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT
DECEDENTS NAME (~ST, FIRST, AND M~DDLE INITIAL)
SOCIAL SECURI~ NUMBER
DATE OF D~ ("~-DD-Y~R) / J DATE OF BI~TH (~-DO-Y~) THIS RETURN MUST BE FILED IN DUPLICATE Wl~ THE
b~, REGISTER OF WILLS
IFAPPL
LE) S~VIVING SPOUSE'S NAME (~S~ IRST, ~
SOCIAL SECURI~ NUMBER
~ 1. O~ginal Return ~ 2. Supplemental Return ~ 3. Remainder Return (~aJe of d~m p~r ~ ~-~2)
~ 4. LJmJt~ Es~te
~ 4a. Future Interest Compromise (~ ~ ~m a~12-12~) ~ 5. Federal Estate T~ Re~m R~uired
~ 6. D~edenl Died Tes~te (A~ ~ of ~,) ~ 7. D~edent MainbJn~ a LMng Trust (A~ ~ ~T~q 8. To~I Number of Safe Deposal Boxes
~ 9. LJ~ga6on Promeds Received ~ 10. Spou~l Pove~ Cr~it {da~. ~ ~s~ ~,n ~2-3~-~ a~ ~4-gs) ~ 11. Ele~ion to ~x under Sec. 9113(A) (A~ ~ o)
TELEPHONE NUMBER
t R~I Es~e (S~ule A) (~) ~FlClAL~ ONLY
2. S~cks and Bonds (Schedule B) (2) /~ G~7, D~ :,: ,-,
3. Closely Held Co.ration, Padnemh~p or Sole-Propdetomh~p (3} '
4. Modgages & Notes Revivable (Sch~ule D) (4)
5. Cash, Bank De.sits & Misceflaneous Personal Prope~ (5) / ~ ~J~ ~> = :,)~
(Sch~u~e E)
6. Join~y ~ned Prope~ (Schedule F) (6) ~ ~1 ~' J 7
~ Separate Billing Requested
7. Inter-~v~ Transfers & Miscellaneous Non-Probate Pmpe~ (7) ~ J ~ I ~' ~ ~
(Schedule G or L) '
8. Total Gross Assets (total Lines 1-7)
9. Funeral ~penses & Administrative Costs (Schedule H) (9) [~ ~. ~ I
10. Debts of De~en~ Modgage Liabilities, & Liens (Sch~ule I) (10} ~, ~ ~
1L 'olal Deductions (to~l Lines 9 & 10) (11)
1Z Net Value of Estate (Line 8 m~nus Line 11) (12)
13. Chafi~ble and Govemmenlal Bequest~Sec 91t3 T~sts for which an elec~on to mx has not been (13)
made (Sch~ule d)
14. Net Value Subject to Tax tUne 12 m,nus Line 13) (14)
8ER INSTRUCTION8 ON REVERSE 81BE FOE APPLICABLE ~TES
15. Amount of Line 14 taxable al ~e spou~l tax
rate, or transfe~ ~nder ~ec. 9118 (a)(1.2) x .0 (15)
16- ~oun' of"ne ,4 taxable aHinea, rate 3g~, ~3Z'~ x.o (~) ..
17. Amount of Line 14 taxable a~ sibJing rate x .12 (17)
18. Amount of Line 14 taxable at collateral rata x .15 (18) ,
Decedent's Complete Address:
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments (1)
A. Spousal Poverty Credit
B. Pdor Payments //~' '2-'~'0 r
3. Interest/Penaltyifapplicable TotalCredits(A+B+C) (2) I lft~q~ IO
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
4.If Line 2 is greater than Line 1 + Line 3. enter the difference, his is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4)
5. IfLinel + Lifte 3 is greater than Line 2, enter the dilference. ThiststheTAXDUS. (5) //, ~' 7-,5~',
A. Enter the interest on the tax due. (5A)
B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5B) I :. ~' '7~", '~
Make Check Payab/e to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a, retain the use or income of the properly 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, beoefils or care? ..............................................[] []
2. If death occurred after December 12, 1982, did decedent transfer preperty within one year of death
without receiving adequate consideration? ............................... []
3. Did decedent own an "in trust for" or payable upon death bank account or secud at h S or her death9
ty ............... []
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 pm~l~es of penury, I declace that I have examined this return, including acccmpanying schedules and statements, and tu the best of my knowledge and belief, it is true, m~Tect and complete.
Dedam~ of preparer other than 8qe pemonal representative is based ea all informatJo~ of which preparer has any knowledge.
SIGNATURE V (J fO
For dates of death on or after July 1, 1994 and before January f, i995, 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)(i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P,S. §9116 (a) (1.1)
The statute does not exemu[ a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling a tax return are still applicable even
the su~ving spouse is the only beneficiary.
For dates of death on or after July I, 2000:
The tax rote imposed on the net value of transfers from a deceased child twenty-one yearn of age or youoger at death to or for the use of a natural parent, an adoptive paren'
or a stepporent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax tutu imposed on the net value of transfers to or for the use of the decedent's lineal beaeflciedes is 4.5%, except as noted in 7';' RS. §9116(1.2) [72 RS. §9116{a)(1)J.
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 siblihg is defined, under Section 9102, as a~
individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE B
COMMONWEAl.T, o~ ~ENNS¥~VAN,^ STOCKS & BONDS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMRER
All property jointly-owned' with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION VALUE AT DATE
OF DEATH
t. p~o~/~?/~/.... ~tw4,~cl~l,, i //'u~. ~o~mo,O
TOTAL (Aisc enter on line 2, RecapituJation) [ O CO-q, OR
(If more space is needed, insed additional sheets of the same size)
SCHEDULE E
COMMONWEALTHOFPENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX R~TURN
RES'DENT DECEDENT PERSONAL PROPERTY
ESTATE OF
~/. -..,~t~/g ~'O*'~J ~/~. j~ FILENUMBER
lgdude ~e ~s of li~a~n and ~e date ~e p~eds were ~ by ~e es~te. All prope~ ~in~4~ed ~ ~e right of sumNomh] ~ must ~ disclos~ on Sch~ule F.
iTEM
VALUE AT DATE
NUMBER DESCRIPTION OF D~TH
TOTAL (Also enter on line 5, Recapitulation)
more space is needed, insed additional sheets of the same size)
SCHEDULE F,
, JO,.T'Y-OW. DP.OPE.T
INTLY-OWNED PR~R~
~ -~ ~ ~0~ ~ ~ ~ FILE NUMBER
Ii an ass~ ~ made ~lnt ~in one year o~ the d~ede~s date ofdea~, E must be m~A~ on ~h~ub G.
SU~ING JOINT TE~NT(S) ~ME ~DRE~ RE~ONSHIP TO DECEDENT
B.
JOINTLY-OWNED PROPERTY:
DESCRIPTION OF PROPERTY
DATE OF DEATH
NUMBER of financial institutid~ and bank account number or simil~ identifying aumber. ARach DATE OF DEATH VALUE OF
VALUE OF ASSET DECEDENTS INTEREST
TOTAL (Also enter on line 6 [P'2'i~' ~ 7
(If more space is needed, insert additional sheets of the same size)
SCHEDULE G
COMMONWEALTHOFPENNSYLVANIA ) INTER-VIVOS TRANSFERS &
iNHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY
ESTATE OF
Th~ s~ule must ~ ~mplet~ and flr~ ~ ~e an~er to any of questions 1 ~mugh 4 on ~e r~e~ s~e of ~e REV-1500 COVER SHEET ~ yes.
DESCRIPTION OF PROPER~
NUMBER A~H A CO~ ~ ~E ~ FOR ~ ESTA~. DATE OF D~TH DECD'S EXCLUSION T~BLE VALUE
1. VALUE OF ASSET IN.REST
TOTAL (Also enter on line 7, Recapitulation)
{if more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (12-99)
COMMONWEALTH OF PENNSYLVANIA FUNERAl EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF 'v, J"-'j~/'~ 500/ y~ ~'j~._ ,,~j~OH~,~)..Z.~,~
Debts of decedent must be repoded on Schedule I.
ITEM
NUMBEF DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions ID4)/~ t V'~:)
Name ol Personal Representative(s)
Social Security Number(s)/EIN Number of PersonaJ Representative(s)..
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees ~ ~""/',~ O ~_ J4't.. j'~""J~_./.~ '~
3. Family Exemptiom (If docedent's address is not the same as claimant's, a~ach explanation)
Claimant ~O~ ~, ~ ~ ~ ~
ci~ ~WoLA stat~ ~ z~p 17oz~
Relationship of Claimant to Decedent ~0~-- ~0~ H ~
4. Probate Fees
5. Accountant's Fees
6. Tax Retum Pmpamr's Fees
TOTAL (Also enter on line 9, Recapitulation) i , .% ! ~ ,~-O-~
(If more space is needed, insed additional sheets o[ the same size)
SCHEDULE I
COMMONWEALTHOFPENNSYLV^N)^ / DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESlDENTDECEDENT MORTGAGE LIABILITIES, & LIENS
ESTATE OF
V'. .3'-P--A/0 ~"om,~ )~ P-. F,LE.UM.ER
ITE~
NU~ER DESCRIPTION A~OUNT
TOTAL (Also enter on line 10, Recapitulation) $ ~ '~, "7 7
(if more space is needed, inset[ additional sheets of the same size)
REV-1513 EX+ (9-00)
MMONWEALTH OF PENNSYLVANIA BENEFICIARIES
~V~N~ BENEFICIARIES
FILE NUMBER
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDEN AMOUNT OR SHARE
I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Do Not List Trustee(s) OF ESTATE
Sec. 9116 (a) (1.2)]
1.
~ ENTER DOLOR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15~ COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHE~~$
(If more space is needed, inseM additional sheets of the same size)
LAST WILL AND TESTAMENT
OF
V. JEAN SOMMER
I, V. JEAN SOMMER of 212 Park Drive, Marysville, Perry
County, Pennsylvania, being of sound and disposing mind, memory,
and understanding, do hereby make, publish, and declare this
my Last Will and Testament, hereby expressly revoking all other
writings in nature testamentary by me at any time heretofore
made.
FIRST: I direct that all my debts and funeral expenses
be paid as soon after my decease as may be practicable.
SECOND: I direct that inheritance tax on property disposed
of herein, shall be paid from my residuary estate.
~
THIRD: I hereby give, bequeath and devise all the rest
and residue of my estate and property, real, personal and mixed,
of whatsoever nature and wheresoever situated, of which I may
own at the time of my death, or to which I may be entitled or
of which I may have the right to dispose at the time of my death,
to my five Children, Charles K. Sommer, Donald L. Sommer, Ja~es ~.
Sommer, Thomas E. Sommer and Judith A. Sommer in equal ~hares.
In the event any child predeceases me that share shall be
divided among my other children.
V. J~SOMMER'
Page on~ of two
FOURTH: I hereby appoint my Son, Donald L. Sommer and my
Daughter, Judith A. Sommer as Executors of this, my Last Will
and Testament and I direct that they shall not be required to
give bond or other security in any jurisdiction wherein proceedings
may be held in connection with my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 30th day of December, 1991.
/
Page two of two
RO. Box B Marysville, PA 17053-0017
MAIN OFFICE: RIDGEVIEW OFFICE:
101 Lincoln Street 500 S. State Road
Phone: (717) 957-2196 Phone: (717) 957-2114
Fa: 717 9 -4
ARTHUR M FELD
1309 BRIDGE ST
NEW CUMBERLAND PA 17070-1172
RE: ESTATE OF 5V JEAN SOMMER EIN: 56-6634968
HERE IS THE INFORMATION YOU REQUESTED:
CERTIFICATE OF DEPOSIT 3062740 CHECKING 34-810-4
SOLE OWNER SOLE OWNER
OPEN: 8-11-03 OPEN: 10-31-80
INT RATE: 3.25% INTRATE: .75%
DOD BAL: $105,889.1i DOD BAL: $8,754.08
DOD INT: 575.14 DOD INT: 6.35
MONEY MARKET 90-034-6
SOLE OWNER
OPEN: 12-28-82
INT RATE: 1.10%
DOD BAL: $16,001.00
DOD INT: 11.09
IF YOU REQUIRE ANY FURTHER INFORMATION, PLEASE FEEL FREE TO
CONTACT US.
SINCERELY,
BARBARA RECHER
CUSTOMER SERVICE
PSEC
the financial linkm
March 18, 2004
Account # 0184124430
ARTHUR M FELD
1309 BRIDGE ST
NEW CUMBERLAND, PA 17070-1172
Dear MR FELD:
The following is the status of VIOLA J SOMMER's account with PSECU as of the date of death.
Joint Owner's Name NONE
Date Established 12.15.1999
Date of Death 01.22.2004
Date of Birth 08.09.1922
Share(s) Balance Accrued Dividend
Regular Shares (SI) $10,591.08 $ 4.57
12 Month Certificate (S50) 17,066.09 18.46
12 Month Certificate (S51) 7,827.25 7.61
The dividend earned from January 1, 2004 through the date of death was $30.64. The decedent had no
loans with us. We do not have safe deposit boxes for our members.
We received the Short Certificate. To close the decedent's account, we need the executors to sign, date and
return the enclosed Authorization to Close Account form.
If you have any questions, please call 234~8484 in Harrisburg or our toll-free number, (800) 237-7328. At
the menu prompt, enter 6 and then extension 2227.
Sincerely,
Member Service Representative
Finance Support Unit
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: I Credit Union Place, Harrisburg, PA 17110-2990 · (717) 234-8484 - (800) 237-7328
Mailing Address: P.O, Box 67013, Harrisburg, PA 17106-7013 , (717) 777-2100 (TDD) - (800) 472-1967 (TDD)
Web Address: www. psecu.com
Savings federally insured up to $100,000 by the National CredN Union Administration.
~Ojr~ MONY Life insurance Company of America
P.O. 0ox 4720
Syracuse, New York 13221
315-477-3000
March 29, 2004
Arthur M. Feld, Esq.
1309 Bridge Streel
New Cumberland, PA 17070
Re: V lean Sommer
#2VA0008218
Dear Mr. Fei&
On behalf of MONY Life Insurance Company of America, please accept my heartfelt
sympathy upon the death of your client, V. Jean Sommer.
I will be assisting you personally throughout the claim process. I have enclosed our
forms and a list of documents we will need to expedite the processing of your claim.
Please be assured I am here to help you if you need assistance in completing the ?orms or
if you have any questions throughout the claim process.
The beneficiaries an our records is as follows:
Children, equaliy, Thomas, James, Donald, Judith and Charles Sommer.
The fully taxable death benefit amount payable is approximately $55,125.83 of which
$3,043.26 is taxable. The beneficiaries may wish to consul! a tax advisor.
1. Electing an Installment or Life Option can spread the taxable amount out. To obtain
election forms or more information about these payment options call toll free 1-800-
326-6744. Please note a Settlement Option must be elected within 30 days of receipt
of proofs (death certificate).
2. You maybe eligible for a Beneficiary ~ to defer taxes. For more information
please contact me.
3. Immediate payment option
A. An interest-bearing checking account called a MONY Market account is set up in
beneficiary's name. This account earns a competitive rate of interest, and
provides you the ability to settle immediate needs, without making major
decisions about future investment options.
B. Lump Sum Check.
Please submit the following forms and documents to my attention at MONY Life
Insurance Company of America, PO BOX 4830 Mail Drop 40-50, Syracuse, NY 13221.
35424 (1011998) ,~ecyctea I' .~ , lo% ~' ost-Cora,.,ner {~j~
· The enclosed Request For Payment by Beneficiary.
· Beneficiary's Choice of Settlement for Variable Products
· Certified copy of the Annuitant's Death Certificate
· The orig/nal contract, if available
· If an immediate payment option is elected complete the Federal Income Tax
Statement of Elections form #11363 (each beneficiary must sign form)
Once I receive the documents and forms, I will quickly process the claim. In the event the
deceased was also a MONY Stockholder, please contact Equiserve at 1 800 926 6669 for
further information regarding the stock. Again, please feel free to contact me with
questions or concerns you may have. You can call me toll free at 1-800-659-1058
between 9:00-5:00 EST.
Very truly yours,
C/aim Specialist
M TBank
499 Mitchell Street, Millsboro, DE 19966
March 24, 2004
Law Offices
Arthur M. Feld
1309 Bridge Street
New Cumberland, PA 17070-1172
RE: Estate of V. Jean Sommer
Date of Death: January 22, 2004
Social Security Number: 184-12-4430
Dear Mr. Feld:
In response to your request, please be advised that at the t/me of death, the above-
named decedent had on deposit with this bank the following accounts.
1. Account Ttdpe ........................... Retirement Account
Account Number ....................... 35004201741467
Ownership (Names of) ..............V. Jean Sommer
Opening Date ........................... 02/09/82
Balance on Date of Deatlz .........$56,532.77
Accrued Interest $ 845.04
Total ...................................... $57,377.81
Sincerely,
Charlene Warrington, Records Management
1-888-50:2-4349
MEMBERS Ist
FEDERAL CRED1T UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 215539 -00
Date Account Established 03/22/2002
Principal Balance at Date of Death $5,548.19
Accrued Interest to Date of Death $3.19
Total Principal and Accrued Interest $5,551.38
Name of Joint Owner Judith A. Sommer
Date Joint Ownership Established 03/22/2002
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 215539-40 215539 -41
Date Account Established 03/22/2002 03/22/2002
Principal Balance at Date of Death $52,778.62 $20,836.57
Accrued Interest to Date of Death $58.61 $23.14
Total Principal and Accrued Interest $52,837.23 $20,859.71
Name of Joint Owner Judith A. Sommer Judith A. Sommer
Date Joint Ownership Established 03/22/2002 03/22/2002
/~I.~,_,~,BERS I~.~EDERAL CREDIT UNION
Denise A. Wolfe
Insurance Supervisor
March 22, 2004
Estate of: V. JEAN SOMMER
Date of Death: 0112212004
Social Security Number: 184-12.4430
5000 Louise Drive · PO. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · www. memberslst.org
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG, PA 17128-0801
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 004435
SOMMER JUDITH A
105 SGRIGNOLI LANE
ENOLA, PA 17025
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
........ fold ..........
101 $1,875.36
ESTATE INFORMATION: SSN: 184-12-4430
FILE NUMBER: 2104-0228
DECEDENT NAME: SOMMER V. JEAN
DATE OF PAYMENT: 09/28/2004
POSTMARK DATE: 09/28/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 01/22/2004
TOTAL AMOUNT PAID: 81,875.36
REMARKS:
CHECK# 105
INITIALS: JA
· SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WlLLS
ARTHUR M, FELD, ESQ.
1309 BRIDGE STREET
NEW CUMBERLAND, PA ~17070 1 0
'04 SEP28 P2:08
REGISTER OF WILLS
ONE COURTHOUSE SQUARE
CARLISLE, PA 17013-3387
COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION NOTICE OF ZNHERZTANCE TAX
PO BOX Z80601 APPRAZSEHENT, ALLOHANCE OR DZSALLONANCE
HARRISBURG, PA 17128-0601 OF DEDUCTIONS AND ASSESSHENT OF TAX ,EV-X647 EX ArV (09-0q)
DATE 11-29-200~
ESTATE OF SOHMER VIOLA J
DATE OF DEATH 01-22-200~
FILE NUMBER 210R-OZZ8
~ ....-3 ?~: ::'~; COUNTY CUMBERLAND
ARTHUR M FELD ACN 101
1509 BRID6E ST
Amount
NEW CUMBERLAND PA ~7070
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SONHER VIOLA J FILE NO. 21 O~-OZZ8 ACN 101 DATE 11-29-200~
TAX RETURN #AS: { 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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1~057.08 credit to your account,
$. Closely Held Stock/Partnership Interest (Schedule C) ($} .00 subeit the upper portion
~. Hortgages/Notas Receivable (Schedule D) (q) .00 of this fora with your
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) ($) 167;551.82 tax payment.
6. Jolntly Owned Property (Schedule F) (6) 59;62~.17
7. Transfers (Schedule G) (7) 112z505.6~
8. Total Assets (8) 520,756.71
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,820.~1
9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 8~.77
11. Total Deductions (11) ];.qO~.~
12. Net Value of Tax Rsturn (12)
15. Charitable/Govarneental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00
1~. Net Value of Estate Sub,eot to Tax (1~)
NOTE: Zf an assessment ~as issued previously, lines 1~, 15 and/er 16, 17, 18 and 19 ~111
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
16. Amount of L/ne 1~ at Spousal rate (15) .00 X O0 = .00
16. Amount of Line 1R taxable at Lineal/Class A rate (16) ~0~,8~2.5~ X 0~5 = 13,717.~6
17. Amount of Line 1~ at Sibling rata (17) .00 X 12 = .00
18. Amount of Line 1~ ~axeble at Collateral/Class B rata (18) .00 X 15 = .OO
19. Principal Tax Due (19)= 15,717.~6
TAX CREDITS:
PAYfl~NT R[CEZPT DISCOUNT
AMOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
0~-19-200R CD0058~0 592.11 11,250.00
09-28-200~ CDO0~5 .00 1,875.~6
TOTAL TAX CREDZT I 15,717.~7
BALANCE OF TAX DUEl .01CR
INTEREST AND PEN. .00
TOTAL DUE . O1CR
ZF pAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REi)UZRED.
FOR CALCULATION OF ADDZTTONAL TNTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE STDE OF THIS FORH FOR INSTRUCTIONS.
RESERVATION: Estates of decedents dying an or before December 1Z, I98Z -- if any future interest in the estate is transferred
in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years) the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 21q0 of the Inheritance and Estate Tax Act) Act Z5 of ZOO0. (7Z P.S.
Section 9140).
PAYMENT: 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: REGISTER OF #ILLSj AGENT
REFUND (CR): A refund of a tax credit, mhich mas not requested on the Tax Return) may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available
online at www.revenue.state.na.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: 1-800-447-30Z0 (TT only).
OBJECTIONS: Any party in interest not satisfied with the appraisment, allowance or 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 of this notice
by filing one of the following:
A) Protest to the PA Department af Revenue, Board of Appeals. You may object by filing a protest online at
mww.boardofappaals.state.pe.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 wabsite. You may also send a written protest to PA Department of Revenue) Board of Appeals
P.O. Box ZBIOZ1) Harrisburg) PA 17128-lgz1. Petitions may not ba faxed.
B)Election to have the matter determined at the audit of the account of the personal representative.
ADNIN- C} Appeal to the Orphans' Court.
ISTRATIVE
CORRECTIONS: 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. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid aithin three (3) calendar months after the dacedant's death, a five percent [SI) discount of
the tax paid is allowed.
PENALTY: 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 nan-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of
death, ta the date of payment. Taxes mhich became delinquent before January I, 198Z bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. All taxes ahich became delinquent on and after
January l, 19BI will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 ara:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .000546 ~'E)'~8-1991 IIZ .O00$OX ~ 9Z .000247
1983 16Z .000438 1992 9Z .000Z47 ZOO2 6Z .000164
1984 llZ .000301 1993-1994 7Z .OOOlgZ 2003 5Z .000137
1985 X3Z .0003S6 1995-1998 9Z ,000247 ZOO4 42 .000110
1986 lOZ .000274 1999 72 .OOOlgZ
1987 lOX .000Z74 ZOO0 7Z .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NURBER OF DAYS DELINQUENT X DAllY INTERBST 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 shomn on the
Notice, additional interest must be calculated.
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Viola J. Sommer
Date of Death: 01/22/2004
Estate No.: 21-04-0228
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 x No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
(date)
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
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes "~ No
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
Date: [['l)b/'
Signature
Arthur M. Feld, Esquire
Name (Please type or print)
1309 Bridge Street~ New Cumberland, PA 17070
Address
717-770-0292
Telephone No.
Capacity: Personal Representative
~ Counsel for Personal Representat~