HomeMy WebLinkAbout03-0732PETITION FOR PROBATE and GRANT OF LETTERS
Estate of MARY W. SUTTON
also known as MARY WIEST SUTTON,
Deceased.
Social Security No. 160-16-2380
TO:
Register of Wills for the County
of Cumberland in the Commonwealth
of Pennsylvania.
The petition of the undersigned respectfully represents that:
Your Petitioner is 18 years of age or older and the executrix named in the last will of the above.
decedent, dated 11 September 1989 and codicil(s) dated n/a., ~,~.~._ L, f~,~- ;~ ~:~,~,.. ~
· . Dece.dent was domiciled at death in Cumberland County, Penn"-'~ylvan,a'''I'''~', with her la'st family or
pnnc~pal residence at Apartment 113, Bethany Court, 325 Wesley Drive, Mechanicsburg, Cumberland
County, Pennsylvania. ZOo[
Decedent, then 86 years of age, died on April 30, 2003, at Bethany Health Care, Lower Allen
Township, Cumberland County, Pennsylvania.
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: n/a
Decedent at death owned property with estimated values as follows:
(if domiciled in Pa.) All personal property
(if not domiciled in Pa.) All personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
$100,000.00
Value of real estate in Pennsylvania $ [.oO~, oo
Situated as follows: ,~'~ ~ , _. ~ .... ~ '
WHEREFORE, Petitioner(~ re~e~ecCZt~l~ re~e--~'t~e probate of the last will an codicil(s)
presented herewith and the grant of letters testamentary.
Signature and residences of Petitioner(s):~ .J
- ~73L~s-anne Wight' -'
505 Elm Avenue
Hershey, PA 17033
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA ) SS.
COUNTY OF )
The petitioner above-named swears or affirms that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner and that as personal
representative of the above decedent petitioner will well and truly administer the estate according to
law.
Sworn to or affirmed and subscribed
before me this ~L._~'L''~-/-/ day of
_~_~(/.~.~/_~ / -, 2003.
505 Elm Avenue
Hershey, PA 17033
No. ~,,/-~L~'- ~,.~
Estate of Mary W. Sutton, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND
NOW,
~.. ~.~,.~73~,Z/_,..,~.4~_/~- ,~C.,c~__~ , in consideration of the Petition for Probate
and Grant of Letters, ~atistactory proof having been presented to me, IT IS DECREED that the
instrument dated 11 September 1989 described therein be admitted to probate and filed of record as
the last will of Mary W. Sutton and Letters Testamentary are hereby granted to Susanne Wiest.
Register of Wills
FEES
Probate, Letters, Etc ............
Short Certificates ( )
Renunciation .......................
TOTAL
Filed
Samuel L. Andes
Attorney-at-Law (I.D. No. 17225)
525 North 12th Street
Lemoyne, PA 17043
(717) 761-5361
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil ' ,.
(each) a subscribing witness to the will presented herewith, (each) being du~fied according to
law, depose(s) and say(s) that .~ present and saw
the
testat.
, S.oni~ the same and that signed as a witness at the
request of testat.~ in h presence and (in the p~sence of each other) (in the presence of the
other subscribing witness(es)).
Sworn to or affirmed and subscribed before
me this day Of/
19
(Name)
(Address)
REGISTER OF WILLS OF
OATH OF NON-SUBSCRIBING WITNESS
COUNTY
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that
'~gQ~{ ~-q/O familiar with the signature of ]~ ~-~,, &~, ~,~.~f
testat~ of t .... e ~ o .......... ~
~"~'~-:~: ..... ; ....... t$) the will presented herewith and
that ~ believ~ the signature on the will is in the handwriting of
to the best ~e;~ knowledge and belief. ~ ~ ~ ~~
Sworn to or affirmed and subscribed before ~~~
e rmp ~~ day o~ (Name~ .
~ . (Name) __
(Address)
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
In Re Estate of
Cumberland
To the Register of Wills of
Thc und~sign~
Natalie H. Wiest, niece
County, Penasylvania,
of
tt-~ a~ve dec~-~lem, hereby renounces) the right to administ~ {he ~tate and res~tfully ~k(s) that L~ters
~ iss.~ to Su~,z/anne Wiest
Natalie H. Wiest
2615 Jeb Stuart Drive
League City, TX 77573
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
in ire F~tat~ of_
Cumberland
To the R~ster of Wills of
The undersign~
Samuel H. Wiest, nephew
County, Pennsylvania,
of
the above decedent, hereby renounce(s) the right to administer the estate and r~fulty a~k(s) that Lett~s
~ issued to nne Wiest
Samuel H. Wiest
128 Woodland Road
Asheville, NC 28804-3824
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
In Re ~tate of __
Cumberland
To the Register of Wills of
The undersigned
William D. Wiest, nephew
County, Pen~ylv~ia,
of
the above decedenl, h~¢by r~ounc~s) the ri~t to adminiater thc estate and re~fully ask(s} that Letters
~ i~a~ to SuSanne Wiest
WITNESS hand thi~ . clay of ,19 2003
William D. Wiest
510 Greenho~e Drive
Lititz, PA 17543
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
Cumberland
To the R~ister of Wills of
~e und~si~
Theodore W. McComsey, nephew
County. Pc~ylvania.
of
the above dec~ent, hereby renoun~s) the risht to administer thc estate and r~tfu!ly ask(s) that Letters
be ,ssue,J ,o SuSanne WieSt
WITNESS hand this_ day of ,. 19 2003
Theodore W. McComsey
841 W. Sun Hill Road
Manheim, PA 17543
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
In Re Estate of
dec~
Cumberland
To the Register of Will~ of
County, lacrm, syivania,
Thg und~si~ned
Edwin H. Wiest, nephew
of
the above d~cnt, h~eby r~nounc~s) thc ri~t to ad:minister thc cstalc and r~tfully ~k($) ~hat L~ters
~ iss,~ ~o nne Wiest
W,Tr,~ESS ,"~/y . h~d ,hi~ l'-t~L day oZ ~J~ ~c. ,, ,~_._2003
/Sis,~iur~
Edwin H. Wiest
2323 Warner Range Avenue
Menlo Park, CA 94025
(Addre~)
(Si~urq
RE~ UNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
Irt Re ~tate of,
Cumberland
To the R~ister of Wills of
The und~signed
Pamela S. Wiest, niece
County, Pennsylvania,
of
the a~ve deced~t, hereby renounces) the fight to admiMstcr the ~tatc and restfully ask(s) ~t L~ters
~ i~u:,~ to .......... Su,~a. nne Wiest
WITNESS hand this
daX or , ~ 2003
Pamela S. Wiest - ~.,
102 Davison Place -~'~-4~ ~.~.~,o_,~
Englewood, NJ 97631
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
In Re ~tate of
Cumberland
To the Re,stet of Wills of
The und~signed
John H. Wiest, nephew
County, Pemqsylvania.
of
the a~ve decedent, hereby renoun~S) the right to admiMsler thc estate and r~ful!y ask(s) {hat ;Letters
b~ issu~ ~o ~S'ui~ann'; Wiest
WITNESS ~ hand this /t~~ day of .~ .... , l~ 200~3
[ {SiSnal~e)
John H. Wiost
.1990 Green Street #205
San Francisco, GA 94'123
(Addr~)
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
in Re Estate of
Cumberland
To the R~ister of Wills of
me und~signed
Randall H. Wiest, nephew
County, Pennsylv~ia,
__ of
the above decedent, h~eby renounce(s) the ri~t ~o admi~ster thc c-state and r~gtfully ask(s) fha! L~s
be issued to
S~L~anne Wiest
Randall H. Wiest
P.O. Box 1489
Homer, AK 99603
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
in Re ~tat~ of __
Cumberland
To the Reg~ter of Wills of
The und~si~
Kirby Wiest, nephew
County, Pe~$ylvania.
of¸
the above decedent, h~eby renounce(s) thc ril~ht to administer ~he estate and r~tfully ~k(s) that Lett~s
~ issued to Sufi'anne Wiest
WITNESS hand this ~ "~ ....... day of ~ o~v ( , l~ 2003
Kirby Wiest
847 Long Lane
Lancaster, PA 17603
(Addr~s)
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
in Re ~tate of,
Cumberland
To the Register of Wills of
~c und~si~
Eileen S. Snyder, niece
County, Pennsylvania.
of¸
the above decedent, hereby renounce(s) the right to admi~st~ thc ~a~c and re~fUlly ask(s) ~at L~ters
~ iss.~ ,o ........... ??/:anne
Wiest
WITNESS hand this __ ~y of_ ~, 19 2003
(~gr~Mu~e) / ......
Eileen S. Snyder
R.D. #3, Box 106
Hollidaysburg, PA 16648
(Address)
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
In R~ ~[a~ of
Cumberland
To the Re~ister of Wills of
County, Pennsylvania,
~e undesired
Kay Louise Cannon, niece
of
the above decedent, hereby renounces) the right to admi~st~ thc estate and r~tfully ask(s) ~at iLetters
~ iss.:~ to Su~'anne wiest
WITNESS hand th~ ~y or , t9 200,3
L%
i
4230 Dorney Park Road, Apt. 309
Allentown, PA 18104-5722
RENUNCIATION
Mary Wiest Sutton, a/k/a Mary W. Sutton
in Re F.~tate of __
Cumberland
To the Register of Will~ of
County. Pe~sylv~ia.
The und~igned
Trinity Evangelical Lutheran Church, beneficiary
of
the above deced~t, hereby renounces) the right to administ~ the estaie and r~tfully ~k($) ~at Letters
Wiest
WITNESS hand this day of , 19 2003
I
Trinity Evangelical Lutheran Church
509 Hummel Avenue
Lemoyne, PA 17043
his is to certify that the information here given is correctly copied f}om an original certificate of death duly filed with me as
I~ocal Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
P 9095793 HAY 0 2 2003
No.
Local Registrar
Date
Rev 2/87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT (Firsl M~Ie. La~)
AGE (Lag 6~/h~ay) J UNDER 1 YEAR
s. 86 v,,. :
Cumberland
D~CE DENT'S USUAL OCCU 1~'~3N
STATE FiLE NUMBER
13~EX ISOCIAL SECUR'TY NUMBER J DATE OF OEAIH Cay. ',~a,, ......
Mary ~. Sutton .Female a. 160 ~ 16 ~ 2380 ~. Apr~[ 30~ 2003
lEast Petersburg HOSPIaL:i~
,.6-25-1916
m,. PA
Lo. er Allen .. Bethany ~ealth Care
. [,~. ~hlte
WAS DECEDENT EVER INDECEDENT'S EDUCATION
U.S* ARMED FORCES? I{S~ ~ h,p~e~t q~ade comple~e~
lZ. ~ '-~ ,3. (~,2) 12} (14~5+) 14. Widow
,,~.Museum Tour Guide Museu~
Bethany Court, Apt. 113 ACTUAL
325 Wesley Drive
,.. Mechanicsburg~ PA 17055
171. S~{I PA D~
,~,. co~,~ Cumberland '~'"'~*?
I
I
Lower Allen
,,. Minnie Andes List
12~.505 ~lm Avenue, Hershey, PA 17033
~oFm~smo. J ...... ~remacxon Society o~I
I~. PA Crematory I~. Rarr~sburg~ PA 17109
C~ema~on Soc~e~7 o~ PA
1~.4[00 Jones~o~ Eoad~ ~a~sbu~ ~A [7].09
LICEN~ NU~ER DATE SIGNED
( ~. Day, YeaO [~S C~E REFERRED TO ME~ ~INE~ONER0 -
,E. William F. Wiest
~,. Susan Wtest
DUE TO (OFI AS A CONSEQUENCE
P,nding l~Vllllgaoofl [] [~'. 130e. M.
?o vho~ it ~ay censers
Septmber 11, 1989
Betn~ ef souad aind, this ie the last Will amd ?estaaent of ~ary Wiest Sutton.
! appoint ~ brother, Dr. ~,iram L. Wies%, ~eoutor an~ ~tee u~der this ~y last Will
sad Teato~eat.
! d~rsot ~y ~utor to pay all ~ Just debts and funeral expenses ae soon as san be
do~e after ~y deeeaee.
1. The ~ennsylvania Rifle (D. Cooley, ~a~e~) shall be give~ to ~ Louise Sutton eanno~
who i~ turn shall give it to ~ of her three so~s. It was afl, nelly owned by Stand-
father David Wei~el who ~eeeived it fr~a his g~a~dfather.
2. The Oeorge ~alladay Grandfather glock shall ge to ~ h~rther, Dr..Hira~ L. Wiest.
~. ~pire Bureau and cherry night stand on loan fro~ Hira~ shall ~evert to hi~. Also
the pine r~pe bed ~iah originally belomged to O~md~a List.
4. Ail firearae shall be sold and the proesods added to ~tate.
~. Alta ~egmasey shall be given first eholee of a~y furniture she m~ desire for her owe
6. lugene,s eoin Collection, ~aeluding a~y paper ~oney, shall go to hie brother, Luther
O. ~utto~.
7. ~ary'm Jwelry and per,al effect~ ~ ~ divid~ ~ ~r f~le ,~vo~ am
d~e~ ~ the ~or 9r ~ ~ ~ ~ ~te~ a~ ~e ~~e add~ ~ the
~~er of the e~te.
8. Aay Real ~tate, the aut~aobile, the balar~e of furmiture and oolleetton~ of antiques
shall be sold amd the pe'eeeedm shall be added to t~e ~ frma Bom~ ~e~tifioatee of
Deposit, bank assaults, ~eeuritiea, irur~a~e and retir~eflt funds.
9. ! delire this ~ney to be d~t~ibuted al follo~
2~% to ~ sister Alta W. NoO~s~y
7~ divided ~1~ ~ ~ 11 ni~es a~ ~~ ~ the ~ ~
~ ~,~ go to the ~~1 F~d ~~ty Lut~ ~h~h
sa H~I Ave., L~, ~.
a. c~ld~ of ~les a~ Kath~ S~ a~ K~ Can~n ~ ~il~n
~er.
b. ohild~ of Wlll~ ~ ~o~t~ Wiest ~ Will~n~ ~i~ ~
~ela ~e~.
d. ~ of AI~ W. ~cC~s~ is ~~ W. ~~
I ~eh ~ ~ o~t~ ~ ~ ~~ ~ ~th those of ~ h~, ~, ~
St. John's e~~ on ~e Wo~I ~ot (~ ~ o~ ~e). A ~~1 S~ee 8~1
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Date of Death:
Will No.
To the Register:
Mary W. Sutton
30 April 2003
Admin. No.
2003-00732
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 12 June 2003.
Name
Kay Louise Cannon
Eileen S. Snyder
William D. Wiest
Kirby Wiest
Pamela S. Wiest
Natalie H. Wiest
Edwin H. Wiest
Randall H. Wiest
John H. Wiest
Samuel H. Wiest
Theodore W. McComsey
Address
4230 Dorney Park Road, Apt. 309
Allentown, PA 18104-5722
R.D. //3, Box 106
Hollidaysburg, PA 16648
510 Greenhouse Drive
Lititz, PA 17543
847 Long Lane
Lancaster, PA 17603
102 Davison Place
Englewood, NJ 07631
2615 Jeb Stuart Drive
League City, TX 77573
2323 Warner Range Avenue
Menlo Park, CA 94025
P.O. Box 1489
Homer, AK 99603
1990 Green Street, //205
San Francisco, CA 94123
128 Woodland Road
Asheville, NC 28804-3824
841 W. Sun Hill Road
Manheim, PA 17543
Trish Klinger, President Church Council
Trinity Evangelical Lutheran Church
509 Hummel Avenue
Lemoyne, PA 17043
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
None
Date:
Signature
Name: Samuel L. Andes
Address: 525 N. 1 2th Street
Lemoyne, PA 17043
Telephone #717 761-5361
Capacity:
Personal Representative
Counsel for Personal
Representative
R5~1500 IX
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
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INHERITANCE TAX RETURN
21-03
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Sutton, Mary W,
0
SOCIAL SECURITY NUMBER
732
160 - 16 - 238O
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH T
04-30-2003 06-25-1916 REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
none _ _
~-']1. Original Return
l--'] 4. Limited Estate
r-j6. Decedent Died Testate (AUach copy of Wiq
D g, Litigation Proceeds Received
[-'-~ 2, Supplemental Return
[--] 4a. Future Interest Compromise (date o~dean a~ 12-12-82)
i--"1 7. Decedent Maintained a Living Trust (Attach copyof Trust)
r---] 10. Spousal Poverly Credit (date of de~ be~en 12-31-91 and 1-1-95)
NAME
Samuel L. Andes
FIRM NAME
TELEPHONE NUMBER
(717) 761-5361
r'-] 3. Remainder Return (dale of death prior te 12-13-82)
--] 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[~311. Election to tax under Sec. 9113(A)tAUach Sch
COMPLETE MAILING ADDRESS
525 North 12th Street
Lemoyne, PA 17043
1. Real Estate (Schedule A) (1) 0.00
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Padnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 106,068.07
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
r-] Seperata Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probata Property (7)
(Schedule G or L}
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 12,656.75
10. Debts of Decedent, Morlgage Liabilities, & Liens (Schedule I) (10) 1,587.84
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Une 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)
(8)
(11)
(12)
(13)
(14)
106,068.07
OFFICIAL USE ONLY
14,244.59
91,823.48
1~717.50
90,105.98
15.
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)
x .0 (15)
16. Amount of Line 14 taxable at lineal rate x .0 __ (16)
17. Amount of Line 14 taxable at sibling rate x ,12 (17)
18. Amount of Line14 taxable at collateral rate $90,105.98 x .15 (18) $13,515.90
19. TaxDue (19) $13,515.90
ueceeent's ~;omplete Acl(Iress:
STREET ADDRESS
Apartment 113, Bethany Court
325 Wesley Drive
crn,
Mechanicsburg
ISTATE
PA
7055
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable Total Credits (A + B + C )
D. Interest
E. Penalty
Total InterestJPenalty ( 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.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(1)
(2)
(3)
(4)
(5)
(5A)
(5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING OUESTIONS 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; .......................................................................................... [] '1~
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 RLE IT AS PART OF THE RETURN.
Under penallies 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.
Dedare~ion of preparer other than the personal representative is based on all information of which preparer has any knowledge.
ADDRESS
505 Elm Avenue, Hershey, PA 17033
ADDRESS
525 ~o~ [2~ Street, ~e, 2A [7043
DATE
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 (a) (1.1) (i)].
For dates of death on or after Januan/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 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 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 al 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.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
Mary W. Sutton FlEE NUMBER
21-03-0732
All real prope~h/owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
bekveen a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointl~,.owned with right
sun~ivorship must be disclosed on Schadule F.
ITEM
NUMBER
DESCRIPTION
A small portion of a former building lot in Hampden Township,
Cumberland County, Pennsylvania.
NOTE: The decedent believed she owned a fraction of a building lot
that had been partially taken by the government when a road was
expanded. A review of the records, however, indicates that her
ownership was, at best, unclear. Attached is a copy of a letter from the
township solicitor regarding his investigation of the matter and his
conclusion that the decedent owned no veriable interest in the property.
Because of that and the unlikely success in pursuing a claim to the
property, the personal representative has decided to abandon any claim
to the property and thus values it at nothing.
$0.00
VALUE AT DATE
OF DEATH
TOTAL (Also enter on line 1, Recapitulation) $ 0.00
(If more space is needed, insert additional sheets of the same size)
Glen R. Grell
(717) 231-7705
KLETT ROONEY LIEBER & SCHORLING
A PROFESSIONAL CORPORATION
ATTORNEYS AT LAW
240 NORTH THIRD STREET, SUITE 600
HARRISBURG, PENNSYLVANIA 17101-1503
TELEPHONE (717) 231~7700
Facsimile (717) 231-7712
E-mail: ~e rell(~,klettroon ey.com
September 22, 2003
Samuel L. Andes, Esquire
525 North Twelfth Street
P.O. Box 168
Lemoyne, PA 17043
Re: Estate of Mary W. Sutton
Dear Sam:
This letter responds to your September 9, 2003 correspondence on the above matter.
Although Hampden Township had an interest in acquiring the small piece of property
owned by Mary W. Sutton, we have been unable to establish marketable title to the property in
her. The Township has invested significant time and money in thorough title work, all without
success. I have enclosed a complete copy of our title work notes for your information. The
difficulty stems fi.om the fact that Mary Sutton's ownership arose from a tax sale deed in
February 1965 as property ofE. Maude Bowman, without a legal description attached.
We were able to determine that E. Maude Bowman owned three parcels along Good
Hope Road. She acquired a parcel from Roth in 1945; a parcel from Eby in 1938; and a parcel
from Coutts in 1935. We were also able to confirm that she sold the Roth parcel and part of the
Eby parcel to Philpson in 1956, and the Coutts parcel and the balance of the Eby parcel to
Dickinson in 1945. This appears to have divested E. Maude Bowman of all property along Good
Hope Road long before the Tax Claim sale in 1965.
Even beyond the title search, we made inquiry with the Sheriff's Office and the Tax
Claims Office, in a continuing effort to try to learn more about the transfer of the Tax Claim
Bureau Deed. Unfortunately, these offices do not have any records that are helpful in
establishing precisely what property was purchased at the Tax Claim sale.
PENNSYLVANIA DELAWARE NEW JERSEY WASHINGTON, D.C.
KLETT ROONEY LIEBER & SCHORLING
Samuel L. Andes, Esquire
September 22, 2003
Page 2
If you can establish the description and location of the parcel, and convey clear title,
please contact me and I will revive the purchase offer of the Township.
mly yours,
For KLETT ROONEY LIEBER & SCHORLING
A Professional Corporation
GRG/cp
Enclosure
cc: John E. Bradley, Jr., Township Manager
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE
OF
Mary W. Sutton
SCHEDULE E
CASH, BANK DEPOSITS,&MISC.
PERSONAL PROPERTY
FILE NUMBER
21-03-0732
Include the proceeds of libation and the date the proceeds were received by the estate, All property jointly-or,ted with the right of survivorship mBs~. be disclosed on Schedule F
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
~' Checking Account No. 5140229897 with PNC Bank (see attached $1,755.05
letter)
2. Savings Account No. 5000961912 with PNC Bank (see attached letter) $3,734.64
3. 8,559.862 shares of the Vanguard PA Long-Term Tax-Exempt Fund $100,578.38
valued at $11.75 per share on the date of death (see letter attached)
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$ 106,068.07
PNCBAN
October 23, 2003
Samuel L Andes
attn: Samuel L Andes
525 North TwelPuh St.
P O Box 168
Lemoyne, PA 17043
/scp
RE:
Estate of Mary W Sutton (Deceased)
SSN: 160-16-2380
DOD: 04-30-2003
Dear Mr. Andres:
In response to your request for Date of Death balances fbr the customer noted
above, our records show the following:
Checking Account
Account#5140229897 Established 07-17-1989
MARY W SUTTON
DOD balance: $1,755.05 Non interest bearing a¢connt
Savings Account
Account5000961912 Established 03-27-1997
MARY W SUTTON
DOD balance: $3,734.02 + $0.62 accrued interest
Please note that this office only provides date of death balances for deposit
accounts (IRAs, CDs, Checking and Savings accounts). We do not process any
financial transactions or provide statements. If you need assistance with any of
these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local
PNC Bank branch office.
Sincerely,
Erica L Schlcgcl
PNC Decedent Reporting
Firstside Center
500 First Ave, 4th F1 ('.IF
Pittsburgh P.^ 15219-3128
1-800-762-1775
Member FI)lC
-FO-[AL F'. o:
THEVall~~ROUP,=
SAMUEL L ANDES
PO BOX 168
LEMOYNE, PA 17043
September 16, 2003
PA Long-Term Tax-Exempt Fund
09882293094
ESTATE OF MARY W SUTTON
Dear Mr. Andes:
We are responding to your letter notifying us of the death of Mary W. Sutton and requesting
information regarding her above-referenced individual non-retirement account. This
account was originally opened on September 16, 1992. As of April 30, 2003, the number of
shares, the price per share, the value of the account, and the accrued dividends were as
follows:
Fund
PA Long-Term Tax-Exempt Fund
Shares Price Value Accrued
Dividends
8,559.862 $11.75 $100,578.38 $0.00
Accrued dividends are included in the balance listed above.
To process the redemption, the account should first be transferred into an account
registered under the taxpayer identification number of the Mary W. Sutton's estate. To
transfer the account, the executor needs to complete the enclosed transfer form. This
form will provide the new registration information and certify the taxpayer identification
number for the new account.
The executor must sign the form in section three. If the account will not be transferred to
Mary W. Sutton's estate, the executor's signature must be guaranteed. All new account
owners must sign the form in section nine.
You can obtain a signature guarantee from an officer of a bank or trust company, or a
member firm of a United States stock exchange. A notary public cannot provide a
signature guarantee. In order for a signature guarantee to be valid, it must state the words
"Signature Guaranteed", be signed by the guarantor, and indicate his or her position and
title. It must also indicate the name of the institution issuing the guarantee.
Post Office Box a6oo, Valley Forge, Pennsylvania (6m) 669-moo · ~w'w. vanguard.com
Once the account has been transferred it may then be redeemed. To process the
redemption, please include a letter of instruction containing the original signature of the
executor requesting the transaction along with the transfer form. If the check will be
made payable to any entity other than the estate of Mary W. Sutton, the executor's
signature must be guaranteed on the letter.
We will transfer/redeem the account when we receive the requested documentation. For
your convenience, we have enclosed a postage-paid envelope.
If you have any questions or need further assistance, please contact a member of our
Transition Specialist Team at 1-888-237-9045. A dedicated Transition Specialist will be
pleased to assist you.
Sincerely,
Client Services Department
dgt
Enclosure(s):
Vanguard Change-of-Ownership
Vanguard Return Envelope
50305691
REV-1511 EX+ (12-99) f,
·
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Mary W. Sutton
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-03-0732
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
5.
6.
7,
FUNERAL EXPENSES:
St. John's Cemetary (grave opening)
J. Eiker (minister)
Fred Loring (organist)
Cremation Society of Penna (publication)
Airfare for heirs to attend funeral
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Susanne Wiest
Social Secudty Number(s)/EIN
StreelAddress 505 Elm Avenue
City Hershey State PA
Year(s) Commission Paid: 2003
Attorney Fees Samuel L. Andes
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Zip 17033
Street Address
City State Zip
Relationship of Claimant to Decedent
Probate Fees Register of Wills
Accountant's Fees
Tax Return Preparer's Fees
Advertising: The Sentinel
Adveritsing: Cumberland Law Journal
Bethany Village (memorial service after funeral)
Stephenson's Flowers (memorial service after funeral)
$200.00
$75.00
$50.00
$94.90
$1,575.00
$5,000.00
$5,000.00
$332.00
$74.75
$75.00
$143.00
$37.10
TOTAL (Also enter on line 9, Recapitulation) $ 12,656.75
(Il more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary W. Sutton
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-03-0732
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1.
Alert Pharmacy- medications
Cumberland Valley School District - personal school taxes
Commonwealth of Pennsylvania State Employes' Retirement System -
refund of overpayment of pension
Connor Rich Associates - doctor bill
$69.85
$18.82
$1,450.76
$48.41
TOTAL (Also enter on line 10, Recapitulation) $1,587.84
(If more space is needed, insert additional sheets of the same size)
COMMONWEALTH OF PENNSYLVANIA
STATE EMPLOYEES' RETIREMENT SYSTEM
HARRISBURG REGIONAL COUNSELING CENTER
30 NORTH THIRD STREET, ROOM 319
HARRISBURC~ PA 17101
717 783-9065
1-800-633-546 I
FAX: 717-783-9599
www. sers.stat~.pa, un
October 6, 2003
Estate of Mary Sutton
CIO Samuel Andes, Esquire
525 North Twelfth Street
P O Box 168
Lemoyne PA 17043
Invoice #11780
RE: Mary Sutton
SS#: 160-16-2380
Dear Mr. Andes:
We have recently been informed of the death of Mary Sutton, a retired member of this System.
We wish to extend our condolences to you at this time.
Since Ms. Sutton.died 4~30~03 and the May - August checks were not returned to our office, this
account has been overpaid in the amount of $1450.76 for the period from 5/1/03 - 8/30/03. It
will therefore be necessary for our office to be reimbursed for $1450.76 to liquidate this
overpayment.
The reimbursement should be made payable to The State Employes' Retirement System, and
mailed with the enclosed copy of this letter to the address shown above.
We also need a certified copy or an original death certificate for our file.
Upon receipt of the reimbursement, this account will be closed. There are no further benefits to
be paid from this System.
Should you have any questions concerning this matter, please do not hesitate to contact me at
the above address or by telephone at (717) 783-9065 or 1-800-633-5461.
Thank you for your cooperation.
Sincerely,
Linda Dolan, Administrative AsSistant
Harrisburg Regional Counseling Center
Enclosure
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Mary W. Sutton
NUMBER
[.
II.
SCHEDULE J
BENEFICIARIES
FILENUMBER 21-03-0732
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
SEE ATTACHED LIST
RELATIONSHIP TO DECEDENT
Do Not List Tru~!ee(s)
AMOUNT OR SHARE
OF ESTATE
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
(If more space is needed, insert additional'sheets of the same size)
$1,717.50
$ 1,717.50
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Residue of gift annuity to the United Methodist Stewardship Foundation of Central
Pennsylvania (see attached letter)
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEt: I
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
Estate of Mary W. Sutton
Name and Address
Kay Louise Cannon
4230 Dorney Park Road, Apt. 309
Allentown, PA 18104-5722
Eileen S. Snyder
R.D. #3, Box 106
Hollidaysburg, PA 16648
William D. Wiest
510 Greenhowe Drive
Lititz, PA 17543
Kirby Wiest
847 Long Lane
Lancaster, PA 17603
Pamela S. Wiest
102 Davison Place
Englewood, NJ 07631
Natalie H. Wiest
2615 Jeb Stuart Drive
League City, TX 77573
Edwin H. Wiest
2323 Warner Range Avenue
Menlo Park, CA 94025
Randall H. Wiest
P.O. Box 1489
Homer, AK 99603
John H. Wiest
1990 Green Street, #205
San Francisco, CA 94123
Samuel H. Wiest
128 Woodland Road
Asheville, NC 28804-3824
Theodore W. McComsey
841 W. Sun Hill Road
Manheim, PA 17543
Trinity Evangelical Lutheran Church
509 Hummel Avenue
Lemoyne, PA 17043
SCHEDULE J - BENEFICIARIE~
File No. 21-03-0732
Relationship to Decedent Estate Share
Niece 8.3 percent
Niece 8.3 percent
Nephew 8.3 percent
Nephew 8.3 percent
Niece 8.3 percent
Niece 8.3 percent
Nephew 8.3 percent
Nephew 8.3 percent
Nephew 8.3 percent
Nephew 8.3 percent
Nephew 8.3 percent
None 8.3 percent
U.I
plmnned giving
Joyful Jharing
The United Methodist
_ STEWARDSHIP FOUNDATION o/Ce t a
Pennsylpania
~ 303 Mulberry Drive · Suite 300 · Mechanicsburg, Pennsylvania 17050-3141
(717) 766-7343 · (800) 272-Ol13 · Fax: (717) 766-1673 · Email: sfcpa@netrax.net
June 24,2003
Susanne H Wiest
505 Elm Street
Hershey PA 17033
Dear Mrs. Wiest:
As you were aware, your sister-in-law Mary Sutton had a gift annuity with The
Stewardship Foundation. There was one payment made in 2003, on March 25,
for which you will receive a 1099R before the end of January 2004.
Because she did not receive the complete amount of her investment under the
gift annuity account dated December 28, 1993, her estate is entitled to a
deduction for unrecovered investment on her final income tax return... IRC SEC
72 (b) (3). The original actuarial value of the gift annuity was $14,428.00. She
had received a total of $12,710.43 excluded from taxable income, leaving a total
of $1,717.57 as the amount of her unrecovered investment.
For your information, the residue of the gift annuity amounted to $14,450.82,
which was paid to the Bethany Village Care Assurance Endowment Fund.
Please contact me if you have any questions or need additional information. If
this information should be sent to someone other than you, please let me know.
Sincerely,
'/e/rry ~uuller
Executive Director
JF/sb
"Investment Management and Stewardship Services"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUR :AU OF INDIVIDUAL TAXES
DEP 280601
· HAR~ '~BURG, PA 17128-0601
REcEIVeD FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 0O3704
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE, PA 17043
fold
ESTATE INFORMATION: SSN: 160-16-2380
FILE NUMBER: 21 03-0732
DECEDENT NAME: SUTTON MARY W
DATE OF PAYMENT: 03/22/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 04/30/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $13,515.90
,REMARKS:
SAMUAL L ANDES
TOTAL AMOUNT PAID:
$13,515.90
SEAL
CHECK# 5018
INITIALS: SK
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF TND/VTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ZGO~,O1
HARRISBURG, PA 17128-0601
SANUEL L ANDES
525 N 12TH ST
LEHOYNE
COHNONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
REV-1547 EX AFP (Oi-OS)
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
ACN
PA 170~$
05-10-Z004
SUTTON
04-$0-2005
21 05-0751
CUHBERLAND
101
Amount RmmAtted
NARY W
HAKE CHECK PAYABLE AND REHZT PAYNENT TO:
REGTSTER OF WILLS
CUHGERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE' ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
ESTATE OF SUTTON NARY WFZLE NO. 21 05-0752 ACN 101 DATE 05-10-Z004
TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. RoaZ Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B)
$. Closely Held Stock/PartnershAp Interest (Schedule C) ($)
~. Hortgagas/Notes Receivable (Schedule D) (~)
5. Cash/Bank DaposAts/MAsc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ada. Costs/MAsc. Expanses (Schedule H) (9)
10. Debts/Mortgage LAabAIAtAos/LAens (Schedule I) (10)
11. Total Deduct/ohs
12. Not Value of Tax Return
106/068.07
.00
.00 NOTE: To Ansuro proper
.00 crodAt to your account,
.00 submit the upper port~on
.00 of thAs form w~th your
tax payment.
.00
(8)
12,656.75
15.
1~.
NOTE:
ASSESSHENT OF TAX:
1.6. Amount of Line 1~ at Spousal rate (1.6)
16. Amount of LAne l~t taxable at Lineal~Class A rata (16)
17. Amount of LAne lq at SiblAng rata (17)
18. Amount of LAne lq taxable at Collateral/Class B rata (18)
106,068.07
19. PrAnci
TAX CREDITS
PAYNENT
DISCOUNT (+)
AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
05-22-2004 CD005704 .00 15,515.90
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-25-2004 TOTAL TAX CREDIT
BALANCE OF TAX DUEI
ZNTEREST AND PEN.
TOTAL DUE
Tax Duo
RECEIPT
. O0 x O0 = . O0
.00 x 045= .00
· O0 x 12 = . O0
90,105.98 x 15 = 15,515.90
(19)= 13,515.90
reflect flgures that include the total of ALL returns assessed to date.
3CF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
15,515.90
.00
77.51
77.51
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT ZS REI)UZRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR ZNSTRUCTZONS.)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) 1,717.50
Nat Value of Estate SubSoct to Tax (1~) 90,105.98
Zf an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19
1/587.84
(11) 1~.24~.59
(1Z) 91,825.~8
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rata on any such future interest.
To fulfill tho requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILLS, AGENT
A refund of e tax credit, which was not requested on the Tax Return, say ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available at the Office
of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z4-hour
answering service for forms ordering: 1-800-36Z-Z050~ services for taxpayers with special hearing and / or
speaking needs: 1-800-447-30Z0 [TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 171ZB-IOZ1, OR
--election to have the matter determined at audit of the account of tho 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 Review Unit, Oapt. ZBO601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decadent" (REV-1SO1) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the sase time period as you would appeal the tax and interest
that has bean assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day frae the data of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rata of
six (6X) percent par annum calculated at a daily rata of .000164. All 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 rata
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 arm:
Interest Daily Interest Daily Interest
Daily
Year Rata Factor Year Rata Factor Year Rate Factor
~ ZOZ .000548 ~ly~w&-1991 11Z .000501 ~ 9X .000Z47
1983 162 .000458 1992 9Z .000247 ZOOZ 6X .O0016q
1984 11~ .000301 1995-1994 72 .00019Z ZOO3 5Z .000137
1985 1SX .000356 1995-1998 9X .000247 2004 42 .O00llO
1986 lOX .000Z74 1999 7Z .000192
1987 IOZ .OOOZ74 Z000 7Z .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must ba calculated.
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 003986
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE, PA 17043
........ fold
ESTATE INFORMATION: SSN: 160-16-2380
FILE NUMBER: 2103-0732
DECEDENT NAME: SUTTON MARY W
DATE OF PAYMENT: 05/28/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/30/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $77.31
REMARKS:
TOTAL AMOUNT PAID'
$77.31
SEAL
CHECK# 5114
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDTVTDUAL TAXES
ZNHERZTANCE TAX DZVZSION
DEPT. 280601
HARRTSBURG, PA 17128-0601
COHHONNEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLO#ANCE OR D/SALLONANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
SANUEL L ANDES
525 N 12TH ST
LENOYNE
PA 170~
'0~ ?i/:¥ 28
DATE 05-10-2004
ESTATE OF SUTTON
DATE OF DEATH 04-$0-2005
FILE NUNBER 2105-0752
?~¢OUNT¥ CUNB£RLAND
ACN 101
Amount Remitted
REV-I$~7 EX AFP (D1-05)
NARY
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF HILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR
DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SUTTON NARY NFZLE NO. 2103-0752 ACN 101 DATE 05-10-2004
TAX RETURN NAS: (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. Nortgages/Notes Receivable (Schedule D) (~)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~al Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Adm. Costs/Nisc. Expenses (Schedule H) (9)
10. Debts/Nortgage LiabiZi~ies/Liens (SchaduZe Z) (10)
11. Total Deductions
12. Net Value of Tax Return
106~068.07
.00
.00 NOTE: To insure proper
.00 credit ~o your account,
.00 submit ~he upper portion
.00 of this form with your
tax payment.
.O0
(8)
12,656.75
15.
Ii.
NOTE:
1,587
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15)
Net Value of Estate Subject ~o Tax (lq)
Tf an assessaent was lssued previously, lines 1~, 15 and/or 16~ 17)
reflect figures that include the total of ALL returns assessed to date.
106,068.07
91,825.48
1,717.50
90,105.98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ZF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULAT/ON OF ADDITIONAL INTEREST.
15,515.9077.$177.$1.00
( ZF TOTAL DUE IS LESS THAN Gl, NO PAYHENT IS REgUZRED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT- (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-25-2004
13,515.90
ASSESSNENT OF TAX:
15. Amount of Lina Ii at Spousal rata
16. Amount of Line lq ~axabla at Lineal~Class A rata
17. Amount of Line lq a~ Sibling rata
18. Amount of Lina Ii taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYH~NT R~C~ZPT DISCOUNT (+)
DATE NUHBER INTEREST/PEN PAID (-)
0~-22-2004 CD005704 .00
ANOUNT PAID
(15). .00 X O0 : .00
(16) .00 X 045= .00
(17) .00 X 12 = .00
(18) 90,105.98 x 15 = 1:5,515.90
(19)= 13,515.90
18 and 19 ~.ill
RESERVATION: Estates of decedents dying an or before December 1Z, 198Z -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collatmral) beneficiaries of the decedent after the expiration of any estate for
lifo or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the Imwful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
To ~ulfiX1 the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (TZ P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make chock or money order payabIe to: REGISTER OF NILLSj AGENT
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-iSIS). Applications ara availabIa at the Office
of the Register of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
ansaarin9 service for forms ordering: 1-BO0-362-ZOSO; 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 appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (6g) days of receipt of
this Notice by:
--written protest to the PA Department of Revanue~ Board of Appeals, Dept. ZB10ZI, Harrisburg, PA 171ZS-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans" Court.
PAYHENT:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY;
INTEREST:
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Pest Assessment Review Unit, Dept. Z80601, Harrisburg, PA 17128-0601
Phone (717] 787-6505. See page 5 of the booklet "Instructians 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 ($) calendar months after the decedant's death, a five percent (SI) discount of
the tax paid is allowed.
The i5Z ~ax amnesty non-pBrt[cipati~n pane!tv [; computed o= th= ~=.~:al of the tax and interest a~se~ed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you 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 end one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of
six (61) percent per annum calculated at a daily rate of .000164. All 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 Department of Revenue. Tho applicable interest rates for 1982 through 2004 are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
198Z 20Z .000548 198~-1991 llZ .000301 ~ 9Z .000247
1983 16Z .000438 199Z 9Z .000247 ZOO2 6Z .000164
1984 IIZ .000501 199S-1994 7Z .O0019Z ZOOS 5Z .000157
1985 ISZ .000556 1995-1998 92 .000247 2004 42 .000110
i986 lOX .000274 1999 7Z .000192
1987 lOZ .000Z74 ZOO0 7Z .O00IgZ
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is mede after the interest computation date shown on the
Notice, additional interest must ba calculated.
BUREAU OF ZNDTVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 18060!
HARRISBURG, PA 17128-0601
COMMONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSENENT, ALLO#ANCE OR DZSALLONANCE
OF DEDUCTZONS AND ASSESSMENT OF TAX
REV-154? EX 4FP C01-03)
HELEN M SLAVEN
PO BOX q5
HOOD
VA 22725
DATE 07-26-200q
ESTATE OF WEISS SR
DATE OF DEATH 09-0q-200:3
FZLE NUMBER
COUNTY CUMBERLAND
ACN 101
I Amoun~ Remi~ed
EDNARD J
MAKE CHECK PAYABLE AND REMZT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701:3
CUT ALONG THzS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTTCE OF TNHERZTANCE TAX APPRAZSEMENT, ALLONANCE OR
DISALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX
ESTATE OF NEISS SR EDNARD J FZLE NO. 21 03-0762 ACN 101 DATE 07-Z6-ZOOq
TAX RETURN ~/AS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a*e (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Hald S~ock/Par~nership Zn~eres~ (Schedule C) (3)
fi. Mortgages/No,es Receivable (Schedule D) (q)
S. Cash/Bank Deposits~Misc. Personal Proper~y (Schedule E) (E)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To~al Asse~s
APPROVED DEDUCTZONS AND EXEMPTZONS:
9. Funeral Expanses/Adm. Costs~Misc. Expenses (Schedule H) (9)
10. Dab,s/Mortgage Liabilities/Liens (Schedule 1) (10)
11. To~al Deductions
.00
2~0q1.00
.00
.00
19~9:37.00
.00
.O0
NOTE: To insure proper
credi~ ~o your account,
submit the upper portion
of this fora with your
tax payment.
(8) 21,978.00
12.
15.
lq.
NOTE:
ASSESSMENT OF TAX:
15. Amount of Line lq at Spousal rate
16. Amount of Line 1~ taxable at Lineal/Class A rate
17. Amoun~ of Line 1~ at Sibling ra*e
18. Amoun~ of Line lq taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDZTS:
PAYNEN1 RECEZPT DZSCOUNT (+)
DATE NUHBER /NTEREST/PEN PA/D (-)
7,6q1.00
.00d
Nat Value of Tax Return ~ (12d
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule _ (13rJ--
Ne~ Value of Estate Sub~ect to Tax C; (lq~
Zf an assessment was issued previously, lines 1~, 15 ,nd~i16,~LT, l~d 19 ,ill
reflect figures that lnclude the total of ALL returns asseSSed ~date~i!':~:::~
(16) 13,365.00 x
(17) .00 X
(18) .00 X
Oq5 =
12 =
15 =
(19)=
12-08-200:3
CD003:317
IF PAZD AFTER DATE /NDZCATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL ZNTEREST.
.00
AMOUNT PAZD
72q.91
.00
601 .q:3
.00
.00
601 .q:3
7Zq.91
123.q8CRI
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE 1S REFLECTED AS A "CREDZT' (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.)
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
RESERVATION: Estates of decedents dying on or 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 far
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lamful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYNENT:
--Make check or money order payable to: REGISTER OF HILLS, AGENT
REFUND (CR): 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 are available at the Office
of the Register of Hills, any of the Z3 Revenue District Offices, er by calling the special Z~-hour
answering service for forms ordering: 1-800-56Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-~q7-30ZO (TT only).
OBJECT[ORS: Any party in interest not satisfied with the appraisement) alloaance, or disallomance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object eithin sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021,
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
AON[N-
ISTRAT[VE
CORRECTIONS:
DISCOUNT:
PENALTY:
iNTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TI P.S.
Section 91~0).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
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, Dept. lB0601, Harrisburg, PA 17IZB-060I
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 ($) calendar months after the decadent's death, a five percent (SI) discount of
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 lB, 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 mould 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 ~hich became delinquent before January l, 1982 bear interest at the rata of
six (6Z) percent per annum calculated at a daily rate of .00016q. All taxes which became delinquent on and after
January l, 198Z mill bear interest at a rate which Hill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZO0~ are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ ~ .0005q8 1988-1991 XXZ .000301 ~ 9Z .O00Zq7
1985 16Z .000q58 1992 9Z .000Z~7 ZOOZ 62 .00016~
198~ 112 ,000501 199~-199q 7Z .00019Z 2005 5Z .000137
1985 13Z .000356 1995-1998 92 .O00Z~7 ZO0~ qZ .go0110
1986 log .O00Z7q 1999 7Z .00019Z
1987 iOZ .000274 ZOO0 7Z .O0019Z
as follows:
--Interest is calculated
INTEREST = BALANCE OF TAX UNPATD X NUIIBER OF DAYS DELINI~UENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date sho~n on the
Notice, additional interest must be calculated.
OR
BUREAU OF INDIVIDUAL TAXES
ZHHER/TANCE TAX DIVTSTON
DEPT. Z80601
HARRISBURG,, PA 171ZB-0601
COMMONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEHENT OF ACCOUNT
REV-1607 EX AFP COl-OS}
SAMUEL L ANDES
525 N 12TH ST
LENOYNE PA 170q$
DATE 06-28-Z00q
ESTATE OF SUTTON NARY
DATE OF DEATH 0~-$0-Z005
FILE NUHBER 21 05-0732
.COUNTY CUMBERLAND
~ACN 101
Amoun~ Remi~ed
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
W
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
NOTE: To insure proper credi~ ~co your accoun~c, subei~ ~he upper portion of ~his form wi~:h your ~cax payment.
CUT ALONG TH'rS L'rNE ~ RETA'rN LOWER PORT/ON FOR YOUR RECORDS ~.~
REV-1607 EX AFP (01-03)
~# ZNHERZTANCE TAX STATEMENT OF ACCOUNT ~
ESTATE OF SUTTON MARY W FILE NO. Z1 03-0732 ACN 101 DATE 06-Z8-Z00q
THTS STATEHENT 'rs PROV'rDED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACM 'rN THE NAHED ESTATE. SHOWN BELOW
TS A SUHHARY OF THE PRZNCTPAL TAX DUE, APPL'rCAT'rON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, 'rF APPL'rCABLE,
A PROJECTED TNTEREST F'rSURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-10-Z00~
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
13,515.90
PAYMENT RECEIPT DISCOUNT (+) ANOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-ZZ-200~
05-28-200q
CD00370~
CD003986
.00
77.31-
TF PA'rD AFTER THTS DATE, SEE REVERSE
S'rDE FOR CALCULAT'rON OF ADD'rT'rONAL 'rNTEREST.
( 'rF TOTAL DUE 'rS LESS THAN $1,
NO PAYHENT 'rS REQUTRED.
TF TOTAL DUE 'rS REFLECTED AS A "CREDTT" (CR),
13,515.90
77.31
TOTAL TAX CREDIT 13,515.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
YOU HAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORH FOR TNSTRUCT'rONS.
PAYMENT:
Detach the top portion of this Notice and submit with your payment mede payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NTLLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANTA.
REFUND (CR]: A refund of a tax credit, which Nas not requested on the Tax Return, amy be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at
the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's Z4-hour
answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers ,ith special hearing and / or
speaking needs: 1-800-qq7-3OZO (TT only).
REPLY TO:
Guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB0601, Harrisburg, PA 171ZB-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decsdent's death, a five percent (SZ) 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.
INTEREST:
Interest is charged beginning with first day of delinquency~ or nine (9) months and one (1) day from the date af
death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate mhich will vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue.
The applicable interest rates for 198Z through ZOO4 are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year
198Z ZOZ .000548 1988-1991 IIX .000301 2001
1983 162 .000438 1992 9Z .000Z47 2002
1984 112 .000301 1993-1994 72 .000192 ZOO3
1985 152 .000356 1995-1998 92 .000247 2004
1986 IOZ .000274 1999 72 .O0019Z
1987 9Z .0002q7 ZOO0 81 .OOOZX9
Interest Daily
Rate Factor
92 .000247
62 .000164
52 .000137
42 .000110
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINI~UENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additionat interest must be calculated.
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/15/2005
ANDES SAMUEL L
525 N 12TH ST
LEMOYNE, PA 17043
RE: Estate of SUTTON MARY W
File Number: 2003-00732
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/30/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
~
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
NameofDecedent-I'l\o.r't W I S\A41-o~
Date of Death: 30 ~Pl<(L 'Z-o()3
Estate No.: ZoC$- OO'l~L
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
. Yes ~ No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete:
3. Ifthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No ~
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes .HI. No 0
Date:
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
Yjv!tJ> attached to this report ~~~~~
5AMtAE L t. A-A/(JE 5
Name
SlS N, 12# S-fft't'e-f
/..UVI0 y", .IA- )'7 ~'f 'J
Address
C"
7,.-, ?b( S3bJ
Telephone No.
Capacity: 0 Personal Representative
~ Counsel for personal representative
uJ
-
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name ofDecedent: Ma ry It; S'LA 110 tv
Date ofDeath: -Z 0 () 3 - M j{ I L 3 0
Estate No.: ZOO S 00732.
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 J2S... No 0
2. If the answer is No, state when the personal representative reasonably believes that
the administration willbe 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 ~
b. The separate Orphans' Court No. (ifany) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes fll No 0
c. Copies of receipts, releases, joinders and approval offormaI or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
:""'''''' '" ""' "!>On. ~
Date:2S l:r..d05" . . ~
~ SIgnature
St/1/Ht.A.~1 L,AIV()~f
Name
525 /v,I?. -I'-. S Itt..t'e+
L&H-t1.,;vt> fJA 17D'fJ
Address .
71'1 7(,1 5](,1
Telephone No.
Capacity: 0 Personal Representative
jgI Counsel for personal representative
vA