HomeMy WebLinkAbout03-0923
CUMBERLAND
Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Elizabeth Dunlap Thorpe No.~/-O~_ 9^'2,~
also known as
, Deceased Social Security No. 324-46-9314
Petitioner(s) who is/are 18 years of a&e or older, apply(ies) for:
(COMPLETE "A" OR "B" BEL W)
Gd A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut~ iXnamed in the last Will of the
decedent, dated March 1 0, 1 983 and codicil(s) dated
See Renunciation of Joy S. Chambers, formerly Joy S. Mason
( State relevant circumstances, e.g. renunciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent:
0 B. Grant of Letters of Administration
(d.b.n.c.la.; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
I Name Relationship Residence I
(COMPLETE IN ALL CASES;) Attach additional sheets if necessary
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family
or principal residence at 1512 Kathr n Street New Cumberland PA 17070 (Boro of New
(list street, number, and municipality) U d)
Decedent, then 71 years of age, died Julv 24 ,20~,at Allegheny Hospital
Decedent at death owned property with estimated values as follows: Pi ttsbfr!tcg~n)PA
(If domiciled in PA) All personal property $ 500.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of Real Estate in Pennsylvania $
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant
of letters in the appropriate form to the undersigned:
Typed or printed name and residence
~~ Rebecca Ruth LaRosa
95 Burning Brush Circle
Etters PA 17319
snacelWillsPetGrantLV2001
Oath of Personal Representative
Commonwealth of Pennsylvania
County of York
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 or Petitioner(s) and that, as personal representative(s) of the
Decedent, Petition(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~~~~
before me this day of
20 -
For the Register
No. ~/-I"JB- 9a3
Estate of Elizabeth Dunlap Thorpe Deceased
Social Security No.: 3 2 4 - 4-6 - 9 3 1 4- Date of Death: Julv 24, 2003
AND NOW, ,20 , in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary 0 Of Administration
are hereby granted to Rebecca Ruth LaRosa d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate
in the above estate and that the instrument(s) dated March 10, 1983
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters . . . . . . . . . . . . $
"-
Short Certificate(s) . . .$ j~
Renunciation. . . . . . . $ Attorney:
Affidavits ( )....... $ I.D. No:
Extra Pages ( ).....$ Address:
Codicil . . . . . . . . . . . . $ Etters PA 17319
Telephone: 71 7 938-3396 ...'~ -"
JCP Fee. . . . . . . . . . .$ . .: ~
.
Inventory. . . . . . . . . . .$
Automation Fee. . . . . $
Other. . . . . . . . . . . . . .$
TOTAL. . . . . . . . $
..
snacelWillsPetGrantLV2001
-
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (71 7) 240-6345
Date: 6/15/2005
SECHRIST JOEL 0
568 OLD YORK ROAD
ETTERS, PA 17319
RE: Estate of THORPE ELIZABETH DUNLAP
File Number: 2003-00923
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
Jul y 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: 7/24/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File oCR
Personal Representative(s)
Judge
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEAll H OF PENNSYLVANIA
DEPA iTME"NT OF ~:EALTH VITAL RECORDS
L.OCAL REGll;TRAR'S CERTIFICATION OF DEATH
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CERT. NO. T 5445487 I~~;, """"'" >"':/ 7-~1-()3
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Name of Decedent f L\ a b ei--"'- D nD l< p-o
Fi'~1 Middle Last
Sex ---F_ Social Security No. 3J.J1-=--.!i t,- q3 I ~ Date of Death 7-JLf-o-"
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Date of Birth 3-1'!?'30 Birthplace _ C~J\A~ ~, 9rA~
Place of Death Penns Ivania
Race vJ~IT.JU Occupation s" c,,\{l \ ~ so 1\../ Armed Forces? (Yes or No)
J\VOR('-~1 Decedent's t~eR~l' ~. Wow CtYh ~ \tlwb ~~
Marital Status Mailing Address 15"1 :f
Number Sir t Crlv or Town Slate
Informant ~\~ f'~~~ Q \20){}-- Funeral Director Lr..., ~ \.0 ~ L Co N\ R.Q )
Name and Address of ~rvQ\P~ R(){V\ --Q C.hJ)l\~ C\(\ w -r tJ..
Funeral Establishment ~ (' Ci/l.;tR.QA
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Part I: Immediate Cause I Onset and Death
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Manner of Death De~be how injury occurred:
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Natural [J Homicide 0 5')Q~)~JJ - dV1~\(',\"f>
Accident r$- Pending Investigation 0
Suicide 0 Could not be Determined 0
Name and Title of Certfier i:..o ~}AJ ..P't~ Sur hQ~./ (M.D., D.O.~
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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.CfyJ --------
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QUAKER STATE: 7178888618 10/14/08 111 18arn P. 002
c:2/-08- 9526'
RENUNCIATION
INRE: Estate of ELIZABETH DUNLAP THORPE, deceased
To the Register of Wills of Cumberland County, Pennsylvania
The undersigned JOY S. CHAMBERS, fannedy known as JOY S. MASON, Co-
Executor of the Estate of the above decedent, hereby renounces the right to administer the estate
and respectfully asks that Letters Testamentary be issued to REBECCA RUTH LA ROSA.
WITNESS my hand this \l\ day of oct-- ,2003.
>:-,}!~ S C/1vv-~J~-P
Joy ~am~rs
~~~
201 North Fairfax Street, Suite 12
Alexandria V A 22314
Sworn to and Subscribed before me
this /,/rh. day of 0 L..t <9 h e,r , 2003.
,
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Notary
My Commission Expires Oc~j,~ r .1$ ;ooLJ
LAST WILL AND TESTAMENT
OF
ELIZABETH DUNLAP THORPE
I, ELIZABETH DUNLAP THORPE, of l200 South Washington
Street, Apartment 723-E, Alexandria, Virginia make this
my will. I revoke any other wills or amendments to wills
made by me.
ARTICLE I. Distribution of My Estate. I give all of my
estate to my only child and daughter, MRS. REBECCA RUTH LA
ROSA, if she survives me. If MRS. REBECCA RUTH LA ROSA
does not survive me, I give all of my estate to her
descendants, per stirpes, who survive me.
ARTICLE II. Payment of Debts and Other Charges. I direct
my Co-executors to pay my debts and my funeral and burial
expenses, including the cost of a monument or marker over
my grave. The estate, inheritance and similar taxes
assessable on my death, including taxes on assets not
passing under this will also shall be paid as a cost of
administering my estate and my Co-executors shall not
request any beneficiary to pay any part of such tax.
ARTICLE III. Co-executors
A. I name MRS. REBECCA RUTH LA ROSA and MRS. JOY S.
MASON to be my Co-executors. I request that no security
be required of any Executor.
B. In addition to the powers granted by law, I
grant my Co-executors the powers set forth~n ~64.l-57 of
the Code of Virginia, and I incorporate that Code Section
in my will by reference. All successor Executors or Co-
executors shall have the powers, immunities and discretion
. which I have granted to my named Co-executors.
,
- 2 -
IN TESTIMONY WHEREOF, I have set my hand and seal to
this my last will and testament, consisting of three "(3)
typewritten pages on which I have placed my signature this
lOth day of March, 1983.
~.~~
~~ ~~.tY ~~ ( SEAL)
EL ZABETH DUNLAP THORPE
The foregoing instrument, consisting of four (4) typewritten
pages, including this attestation clause, was on this lOth
day of March, 1983, subscribed by ELIZABETH DUNLAP THORPE,
the Testatrix named herein, and by her signed, sealed, published
and declared to be her LAST WILL AND TESTAMENT in the presence
of us, and each of us, who thereupon, at her request, and in her
presence, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses thereto.
of In N F'~ ~) OtA.
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STATE OF VIRGINIA I '
CITY OF ALEXANDRIA
Before me the undersigned authority, on this day personally
appeared ELIZABETH DUNLAP THORPE, ~ S~ ,
7~ tv~and~~ ,
known to me to be the Testatrix and the Witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
and, all of these presons being first duly sworn, ELIZABETH
DUNLAP THORPE, the Testatrix, declared to me and to the
Witnesses in my presence, that said instrument is her LAST
WILL AND TESTAMENT and that she had willingly signed or
directed another to sign the same for her and executed it
'I
.
,
3
in the presence of said Witnesses as her free and voluntary
act for the purposes therein expressed; that said Witnesses stat
before me that the foregoing will was executed and acknowledged
by the Testatrix as her LAST WILL AND TESTAMENT in the presence
said witnesses, who in her presence, and at her request, and
in the presence of each other, did subscribe their names thereto
as attesting Witnesses on the day of the date of said
Will, and that the Testatrix , at the time of the execution
of said Will, was over the age of eighteen (l8) years and
of sound and disposing mind and memory.
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SUBSCRIBED, SWORN AND ACKNOWLEDGED before me by
ELIZABETH DUNLAP THORPE, the Testatrix, SUBSCRIBED AND SWORN to
before me by ~ ~ ,..,.. 4u-- /,..J ~ and
~ ' the Witnesses, this lOth day of
March, 1983.
My Commission expires:
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Elizabeth Dunlap Thorpe
Date of Death: July 24, 2003
Will No. 2003-00923 Administration 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
November 10,2003.
Name Address
Rebecca Ruth LaRosa 95 Burning Brush Circle, Etters P A 17319
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: No
Exceptions
---
Date: rfrjo:s )
Capacity: _ Personal Representative
X Counsel for Personal
Representative
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_.
Joel O. Sechrist, Esquire
Attorney at Law
568 Old York Road
Etters PA 17319
April 14, 2004
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle P A 17013 aC
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To Whom It May Concern: ---
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Enclosed are the original and one copy of the Pennsylvania Inheritance TaX.iRetum in
regard to the above estate. Also enclosed is a check made payable to Register of "Wlill, Agent in
the amount of $40.90 for the inheritance tax and a check made payable to Regist~fWills in the
amount of$15.00 for the filing fee.
.-,>,
JOS:lm
PC: Rebecca LaRosa
V.
REV'1500 EX (6-00) Rev-1500 USE ONl'y
COMMONWEALTH OF
PENNSYLVANIA ..................-........-............................................-.-........
. DEPARTMENT OF REVENUE FILE NUMBER
DEPT. 280601 INHERITANCE TAX RETURN
. HARRISBURG, PA 17128-0601
-
RESIDENT DECEDENT County Code Year Number
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
I-
z Tbqrpe, Eliza~~~hP,
w
Cl DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH
W
() 03-18-1930 REGISTER OF WILLS
w
Cl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
.s 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-
~.~ (/J 4. Limited Estate 4a. Future Interest Comprise (date of death after 12-12-82) 5. Federal Estate Tax Return Required
0'--"
III 0.0
.ce.Q x 6. Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Atlach a copy of Trust) 8. Total Number of Safe Deposit Boxes
() li lD
<( 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A)
9. Litigation Proceeds Received
= NAME COMPLETE MAILING ADDRESS
<U Rebecca R. LaRosa
-=
=
C> FIRM NAME
=-
en
~
C> TELEPHONE NUMBER
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1. Real Estate (Schedule A) (1) $0.001 OFFICIAL USE ONLY
2. Stocks and Bonds (Schedule B) (2) $0.001
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $0.00 i
z 4. Mortgages & Notes Receivable (Schedule D) (4) --$0.00 i
0 d :!J
I- 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) . . $-250.00 ti}
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...J 6. Jointly Owned Property (Schedule F) (6) $8,596.30 :::-;,
::> D Separate Billing Requested ;-d
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<( 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) $0.00 'n
...............................................................
U (Schedule G or L) i
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a:: 8. Total Gross Assets (total Lines 1-7) (8) $8,846.30
;1
9. Funeral Expenses & Administrative Costs (Schedule H) (9) $6,772.00 ,.::_,,-
10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $1,165.31
11. Total Deductions (total Lines 9 & 10) (11 ) $793731
12. Net Value of Estate (Line 8 minus Line 11) (12) $908.99
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) $000
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $908.99
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (aX1.2) x (15) $0.00
0
j: 16. Amount of line 14 taxable at lineal rate x (16) $40.90
~~ 17. Amount of line 14 taxable at sibling rate x .12 (17) $0.00
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~ 18. Amount of line 14 taxable at collateral rate x .15 (18) $000
0
() 19. Tax Due
(19) $40.90
20,1>1 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
v'
Decedent's Complete Address:
ST~EET ADDRESS
.
crT'1 STATE ZIP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1 ) $40.90
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) $000
3. InteresUPenalty if applicable
D. Interest
E. Penalty
TotallnteresUPenalty (D + E) (3) $0.00
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $40.90
Make Check Payable to: REGISTER OF 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 property transferred; ~ ~
b. retain the right to designate who shall use the property transferred or its income;
c. retain a revisionary 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 on year of death
without receiving adequate consideration? ~ EE]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her/i
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? 1< < I 1.>......i~..............1
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.
Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge.
DATE
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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 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) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a
tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72
P.S. ~9116(a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)]. A sibling is defined, under
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
,,=====.
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.
LAST WILL AND TESTAMENT
OF
ELIZABETH DUNLAP THORPE
I. ELIZABETH DUNLAP THORPE, of 1200 South Washington
Street, Apartment 723-E, Alexandria, Virginia make this
my will. I revoke any other wills or amendments to wills
made by me.
ARTICLE I. Distribution of My Estate. I give all of my
estate to my only child and daughter, MRS. REBECCA RUTH LA
ROSA, if she survives me. If MRS. REBECCA RUTH LA ROSA
does not survive me, I give all of my estate to her
descendants, per stirpes, who survive me.
ARTICLE II. Payment of Debts and Other Charges. I direct
my Co-executors to pay my debts and my funeral and burial
expenses, including the cost of a monument or marker over
my grave. The estate, inheritance and similar taxes
assessable on my death, including taxes on assets not
passing under this will also shall be paid as a cost of
administering my estate and my Co-executors shall not
request any beneficiary to pay any part of such tax.
ARTICLE III. Co-executors
A. I name MRS. REBECCA RUTH LA ROSA and MRS. JOY S.
MASON to be my Co-executors. I request that no security
be required of any Executor.
B. In addition to the powers granted by law, I
grant my Co-executors the powers set forthJn 564.1-57 of
the Code of Virginia, and I incorporate that Code Section
in my will by reference. All successor Executors or Co-
executors shall have the powers, immunities and discretion
which I have granted to my named Co-executors.
I
IN TESTIMONY WHEREOF, I have set my hand and seal to
this my last will and testament, consisting of three (3 )
typewritten pages on which I have placed my signature this
10th day of March, 1983.
. ~
C~r i~.(,-V,t;r '""~ (SEAL)
EL ZABETH DUNLAP THORPE
The foregoing instrument, consisting of four (4 ) typewritten
pages, including this attestation clause, was on this 10th
day of March, 1983, subscribed by ELIZABETH DUNLAP THORPE,
the Testatrix named herein, and by her signed, sealed, published
and declared to be her LAST WILL AND TESTAMENT in the presence
of us, and each of us, who thereupon, at her request, and in her
presence, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses thereto.
of III N F~ ~) O~
of 3'i1.;1.. ~i) P/ d.t# tieL.-
of J/)M/'I. i1/0d,s"f) J~~.,tSkixl jO-.
STATE OF VIRGINIA
CITY OF ALEXANDRIA
Before me the undersigned authority, on this day personally
appeared ELIZABETH DUNLAP THORPE, ifrL s ~ ,
/~ t.....J~ and~~ ,
known to me to be the Testatrix and the Witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
and, all of these pre sons being first duly sworn, ELIZABETH
DUNLAP THORPE., the Testatrix, declared to me and to the
Witnesses in my presence, that said instruJ'1ent is her L}I.ST
WILL AND TESTAMENT and that she had willingly signed or
directed another to sign the same for her and executed it
-~ -- ........ ~ ~........ v..........LUllLdry
act for the purposes therein expressed; that said "Ji tnesses stat
before me that the foregoing Will was executed and acknowledged
by the Testatrix as her LAST WILL AND TESTAMENT in the presence
said witnesses, who in her presence, and at her request, and
in the presence of each other, did subscribe their names thereto
as attesting Witnesses on the day of the date of said
,.viII, and that the Testatrix , at the time of the execution
of said Will, was over the age of eighteen (18) years and
of sound and disposing mind and memory.
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SUBSCRIBED, SWORN AND ACKNOWLEDGED before me by
ELIZABETH DUNLAP THORPE, the Testatrix, SUBSCRIBED AND SWORN to
before me by 'kt-~ ,-r-J-..0~ and
~ ' the Witnesses, this 10th day of
March, 1983.
. \
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My Commission expires:
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REV-150B EX + ~1-97X1)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF Thorpe, Elizabeth D. FILE NUMBER 21-03-0923
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on
Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Furniture $250.00
TOTAL (Also enter on line 5, Recapitulation) $250.00
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX + (1-97X1)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTL V-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Thorpe, Elizabeth D. FILE NUMBER 21-03-0923
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
A. Rebecca R. LaRosa 95 Buming Brush Circle. Etters PA 17319 daughter
B. John M. LaRosa 95 Burning Brush Circle. Etters PA 17319 son-in-law
C.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF
NUMBER TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.&B. 12/31/85 Savings Account PSECU $23,150.79 33.3% $7,716.93
2. A.&B. 12/31/85 Checking Account PSECU $2,638.12 33.3% $879.37
TOTAL (Also enter on line 6, Recapitulation) $8,596.30
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX + ()-97X1)
COMMONWEALTH OF PENNSYLVANIA SCHEDULE H
INHERITANCE TAX RETURN FUNERAL EXPENSES &
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF Thorpe, Elizabeth D. FILE NUMBER 21-03-0923
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Long Contres Funeral Home $6,700.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees $57.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills - file return $15.00
TOTAL (Also enter on line 9, Recapitulation) $6,772.00
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (1-97X1)
SCHEDULE I
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN
RESIDENT DECEDENT MORTGAGE LIABILITIES & LIENS
ESTATE OF Thorpe, Elizabeth D. FILE NUMBER 21-03-0923
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1. Discover Card $78.00
2. American Water $32.53
3. Verizon $40.68
4. Storage World $750.10
5. PPL $264.00
TOTAL (Also enter on line 10, Recapitulation) $1,165.31
(If more space is needed, insert additional sheets of the same size)
REV-1513 E~ + (9-00))
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Thorpe, Elizabeth D. FILE NUMBER 21-03-0923
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
1. Rebecca LaRosa daughter entire estate
95 Burning Brush Circle
Etters PA 17319
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00
(If more space is needed, insert additional sheets of the same size)
Joel O. Sechrist, Esquire
Attorney at Law
568 Old York Road
Etters PA 17319
TO: Department of Revenue
From: Joel O. Sechrist, Esquire
RE: Estate of Elizabeth D. Thorpe
No. 21-03-0923
There is a claim pending regarding the death of Mrs. Thorpe in a vehicle accident. At this time it
is not known what amount of recovery will be realized. At such time a Supplemental Return
will be filed. The Executrix respectfully requests that any penalties or interest on this recovery
be waived.
PSEC~
the financial link TM
October 28, 2003
Account # 0324469314
JOEL 0 SECRIST
568 OLD YORK. RD
ETTERS, PA 17319
Dear MR SECRIST:
The following is the status of ELIZABETH D THORPE's account with PSECU as of the date of death.
Joint Owner's Name JOHN M LAROSA, REBECCA R LAROSA - ADDED 11.26.1996 AS JOINT
TENANT W /ROS
Date Established 12.31.1985
Date of Death 07.24.2003
Date of Birth 03.18.1930
Share(s) Balance Accrued Dividend
Regular Shares (S 1) $23,139.85 $10.94
Checking Shares (S4) 2,637.66 0.46
The dividend earned from January 1,2003 through the date of death was $134.25. The decedent had no
loans with us. We do not have safe deposit boxes for our members.
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,
(
Meacie Fa fax
Member Service Representative
Finance Support Unit
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: 1 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 (TOO) . (800) 472-1967 (TOO)
Web Address: www.psecu.com
Savings federally insured up to $100.000 by the National Credit Union Administration.
COMMONWEALTH OF PENNSYLVANIA *'
OEPARTMENT OF REVENUE INFORMATION NOTICE FILE NO. 21
BUREAU OF INDIVIDUAL TAXES AND
DEPT. 280601 TAXPAYER RESPONSE ACN 03138130
HARRISBURG, PA 17128-0601
DATE 10-24-2003
REY-1543 EX AFP (09-00)
TYPE OF ACCOUNT
EST. OF ELIZABETH D THORPE o SAVINGS
S.S. NO. 324-46-9314 [Xl CHECKING
DATE OF DEATH 07-24-2003 o TRUST
COUNTY CUMBERLAND o CERTIF .
REMIT PAYMENT AND FORMS TO:
JOHN M LAROSA REGISTER OF WILLS
95 BURNING BRUSH CIR CUMBERLAND CO COURT HOUSE
ETTERS PA 17319 CARLISLE, PA 17013
PSECU has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0324469314 Date 11-26-1996 To insure proper credit to your account, two
Established (2) copies of this notice must accompany your
Account Balance 2,638.12 payment to the Register of Wills. Make check
payable to: "Register of Wills, Agent".
Percent Taxable X 16.667
Amount Subject to Tax 439.70 NOTE: If tax payments are made within three
(3) months of the decedent's date of death,
Tax Rate X .045 you may deduct a 5% discount of the tax due.
Potential Tax Due 19.79 Any inheritance tax due will become delinquent
nine (9) months after the date of death.
PART TAXPAYER RESPONSE
[!]1:jljili~~,~B~lij!!~~jili~!!!~!!jiji~:!~~I!jjj!E!~jil!jOO!ilil.jili!TI~i!~j!I~!iiijl.ijjll~~~~~~II:!:i!!~~ili!'mIjij~I!~ijijj!'~!~~jj::li'
A. [] The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK ] a discount or avoid interest, or you may check box "A" and return this notice to the Register of
[ ONE Wills and an official assessment will be issued by the PA Department of Revenue.
BLOCK B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ONLY to be filed by the decedent's representative.
C. [] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
If you indicate a different tax rate, please state your . . _n ...... ........ _ . _...
PART i!iiilijiii!!!!j!!!!!!!j!!!!!j~ij~~il!li!I~~~~~~,~ili!i~~~ililil~j~liii~ijijll!iill~ij:
@J relationship to decedent: :::::::::::::::::::::mm::~~:::::~Ei~~R:IMENI:::::JjI!f.:::::RE~EiNtJE:::::::m:::::::::::
.............................................................-...................................................................-...........-...............-.........".
...................................................................._..............................................................._.........................m....._._
TAX RETURN COMPUTATION OF TAX ON JOINT/TRUST ACCOUNTS .........................................................................................................................................................................
- ::::~~:b::::::::,mm:mmmmmm:mm:mmmmmm,:m:;m:;::m:m::mmmmmmmmm:mm:mmm,mm:m:m,m::;
;:;:;;;:;;;:;;;;;:;,;i;i;:;:;:;;;;;;;;;;;;:;;:;i;:;;;;;;;;;;;;:;;:::::::;!;!:J!i:i!i;:ii;i;i!:;;;;;i;;!;;;;;:;;;;;;;;;:;:;:;;;:;;;;;;;:;;;;;;;:;::;;;:;;;::;;;;;;;;;;;;;;
LINE 1. Date Established 1 '''''''''''''''''''ll''''''''''''''''''''''''''''''''''''''''''''''''''"'''''''''"''''''"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
m 1;1; i; ~jim Hgi . ;;1 ;i~ ;~;~: ~:;: ~;: :~: :;;:: ;;;;;i::: ~ ::; ;;;::;:~ Ii; ~ ;~:::i::: ~ ;~: ~:::: ;:: ::::;::::: ::':::;; :::::::; ::::;; ::~:::::' ::" ::'::;;;;;;;:;;:;;:: ":::::'
.......-.............-.....................................................................-.............................................................................
........................................-.............-.-.............................................................-.-...............................-.......-........
.........................................................-...............................................................................-.-...........-.................
2. Account Balance 2 ..........................................................-.....-........................................................................................................
mmmmm~m~;~n;~gj~g1;gi;i;1i1;1;!~1;~;g1~g!m~;~;gggggmggg~gm:1img;1;i;i;1;j!m~!i!;!;j;gi;1;!;~~!!~~1!j~1;i;~~1!~~1;1;g1;1;1;~;
:::;,:,:,;,;,;,;,;,;:;:;,;:;:;:::;:;:;:;::::::,::;:::;:;:;:;:;,;:::::::;:;:;:::;:::;:::;:::;:;:::;:::;:;,;:;:;:::::;:;:;:::::;:::::;:::::::::::::::;:::::::::::::::::;:::
3. Percent Taxable .....-...-.............................-.............................................-.............................-.........-.........................................-.
3 X i1~1~~~mmj~m~~1~1j1m~~~~m~~~~~1~~~m~~1~imm~!!Hm1~1i11m~i;~~!~!~~i~i~i~mm1j~!imm~1m1m!~1~1~i~m~i~1j1m1j11i1HIH1H!~m:
.........................................................................................................................................................................
.........................h..............................._._............................................................................................................
.......................................................-...-...........................................................................-.......................-.........
4. Amount Subject to Tax 4 11~j~1~1~[~1j1~~j1j~!j~1~jjHHI;11i;1~iH~~m1mlji1~11mm;~~m~1mi~mH1!~mmml~i;m1i11;!~H1;1;1;~~1;111~H!~11~~1~1~!~1~1~1~m~Hm!~H~i~~~~~
.....................................................................................................................................................-...................
................................................................................_.......................................................h...............................
5. Debts and Deductions ...............-.........................................................................................................................................................
5 - """""""""'~""""""""""""""""""'''''''''''''''''''''''''''''''''''''''''''''''""""""""'"''''''''''''''''''''''''''''''''''''''''''
jjmmmmmi~' . .:~1;1~;;:;;;;;::;;;;;;;;;;;;:;;;;;;;;;:::;:;;:1;;::;;~;;:;;;:;;~;;;;;;;;:;:;;::;::;;;;:~;;;:::;;;;:;;;;;:;;;;;;::;;;I~:;:;:;:;;~;;I;:;:;:;:;:;::::
........._................................._.................................mh.......................................................................................
..................................................................................................................................................-.......-..............
.................................................-.......................................................................................................................
6. Amount Taxable 6 jlj1!1!1~1~1!m~j!i!fj~HmiEHm~11!lH~H!~~~1~1~1~1!!m~j1~~~1~~~1~1~mmnH~1i~1~1~1~mm!~j!j!1;~~m1HH~~lm1;1~~m!~1~~~~~1~1~1!1~~~1~1~1~1~1~1~
.....-...................................................................................................................................................................
7. Tax Rate 7 X mjii!!li!ijmijjijjj~j!i1~1~l~i~!~f~jj~~j1~1~1i1~jj~~!j!jlj1!jl!1!!~1~1mli11[j1jHjl1j~jjjjjHij1~1~1jl1!i[~1!1!f~1~H1~1~11~~~!1!1~j!~!1!~j1![!1!1jlm~H~~'
......................._......................................._..........................................................................................._.......m...
......................................................................................................................................................-..................
...............................................................................................................................h..m..................._...............
8. Tax Due 8 ~jjjiljj!j~1j1~1ml!;~~m1~1~1~1jmE~1~H1~m~mmmml~1~1~j~m~1~1~1~1~!j1~1m!H~H~m1;~~m~~1j1Hm!mmmm;ljm;!j1jm1!;li!;j~lj!mm~
.........................................................................................................................................................................
..................................................................................................-...................................................-.-................
.................................................................................-...................................-...................................................
PART DEBTS AND DEDUCTIONS CLAIMED
~
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
I I I
TOTAL (Enter on Line 5 of Tax Computation) $
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
COMMONWEALTH OF PENNSYLVANIA *'
DEPARTMENT OF REVENUE INFORMATION NOTICE FILE NO 21
BUREAU OF INDIVIDUAL TAXES ANI)'
DEPT. 280601 TAXPAYER RESPONSE ACN 03138129
HARRISBURG, PA 17128-0601
DATE 10-24-2003
REV-154! EX AFP (09-00)
TYPE OF ACCOUNT
EST. OF ELIZABETH D THORPE D SAVINGS
S.S. NO. 324-46-9314 [X] CHECKING
DATE OF DEATH 07-24-2003 D TRUST
COUNTY CUMBERLAND D CERTIF.
REMIT PAYMENT AND FORMS TO:
REBECCA R LAROSA REGISTER OF WILLS
95 BURNING BRUSH CIR CUMBERLAND CO COURT HOUSE
ETTERS PA 17319 CARLISLE, PA 17013
PSECU has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a COpy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0324469314 Date 11-26-1996 To insure proper credit to your account, two
Established (2) copies of this notice must accompany your
payment to the Register of Wills. Make check
Account Balance 2,638.12 payable to: "Register of Wills, Agent".
Percent Taxable X 16 .667
NOTE: If tax payments are made within three
Amount Subject to Tax 439.70 (3) months of the decedent's date of death,
Tax Rate X .045 you may deduct a 5Z discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due 19.79 nine (9) months after the date of death.
PART TAXPAYER RESPONSE
[!]ljliljl~~i~~~Eijii~~ii~~~~.Eil:i!!,~~~i:lji!~.!lil,1~~liiil~!iiiil~I~~j~!~iii'!.iii:i~~~~~I1~!iijie~~'ii~~iiii~I~~.iiiiE!~~~I:lili~
A. [] The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of
[ ] Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
BLOCK B. 0 The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ONLY to be filed by the decedent's representative.
c. [] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
If - d" t d" f f t t tIt t ,,,,g,,:,:,:,:,,,:,:,,,:,,,,,,:,,,::,:,:,::',,,,,,,,,,,,,',,,,,,,,,,,'''''''''''''''''''''''''''''''''''''''''''-i\l''-'''':'''''''':':'''''Iill-:::':::-""",,,,,,:,,,,,,,,
PART you 1n 1ca e a 1 eren ax ra e, P ease S a e your -...-...-.-..............-..-..............-O'Jfi-.Jfi-.:!:- 'C:!:-.'A-:t'-'-'-USe:-.-.-.-a. :t'~"-"'."'_."-'-"-~'~-F.'..
........................................,.... ." .....". ......... . ....... ... .........-...-....... -. ....
...........................--................ .............. ........... ....... .... ....................-. ....
............................................ ........ .. -...... ...... '......................- ......
1?1 1 t - h - t d d t """"""""""""""""""""""'...,..'''..'''....,...,.....-.,-.,....""".-.,,-.,-...-""'-.-.,.-,.......,-.""""" '"'''' '" , . ,. -.'''''.
~ re a 10ns 1p 0 ece en : ijililiiiliiilii!iijij!lii!I!~~i!I!IIJm~~I.I~l.Wlw.liliiiJ.ll~1il!Ii.l.W~l.Wfj~!iliiii!!ijlil!iii!l,
...................-...............-...-......-.................................................................-..............-...-.....-...-..-........-..-..........-.
TAX RETURN - COM PUT AT I ON OF TAX ON JO I NT /TRUST ACCOUNTS iiiiPADiiiii!i!i:::!!!::::::,:!!!!!!:::!!!::!!!::!!!!!!mmj::m::!!!:::i::m!!!:m:::::!!!::::::::mm::::::::::::::::::::::!!!!!!::,::::::m:::jj"
.........._......-.........................-.....-.......................-...-.........-.-.............................-.................................................
-..............--...............-.-.-...-.........................-...-.......-.......-...-.................................................-...-........................
'"''''''''''''''''1"'"'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''""""""""""""""""""""""""""""""''''''
LINE 1. Date Established 1 :mm:~mmjj:' :j!j,:;:;:;;;;:;,;;;;;;;"g::g:;;;;;:;;;;:;;,,,,;;:::;;;;;;;:;;,,,,:;;g,,:;;:;;;;;;;;:';;;;;;"''':;;,,:,,;;,,;;,,:;;:;;:'':':;,,;;;;,,;;;;:ii
..._......._....._..........................__..................._...m..............._..._....._..._..............._........................__..._.....................
........................................................................-.......................................-........................................................
...........-.................-.-.........................................................................................................................................
2. Account Balance 2 ::::::::::ii:::::::2::immm:",:,;:,:mmm,;:"mmm:m,m:,;:mmmmm:,j,;:m,,,,,,,m,,,,m,,,m,,,,,,mmmmmmmi':;:"':':":
.........................................-...............................................................................................................................
............................................-................................".............,.....-.........................-.........."".....-....,......,..,..,......
....................,.................,........-.....-....,.............,................,.,.............-...................-...................-......................,
3 P t T bl 3 X """"""'"'''';;z;''''''''''''''''''''''''''''''''''''''''''''''''''''"'''''''''''''''''''''''''''''''""""""""""""""""""""""""""""'"
4: A:::~~ su:;:ct e to Tax 4 !":,i.::.,ii.ill:ili'ii;ii;;~i:iiiiiiiiiiiiii;iii;;:iiii::;i;:ii;iii!iii,i:~iii:iij;:!ii'ii'i'iiii;iiii:i:iii,i;:,iiiiiiiiiiiiiii;:i,:;i'ii'ii,;ii!ii:i',i:;',iiii
...-.........-...................................................-................"..............................................................,...-..................
....................................................."...........-..................,..............................-......................................"............
....,..................'......................................................................,......'.............-..............................,..........-........,..
5 D bt d D d t - 5 """""""""'iE""""'"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
6: A:ou~t a; axa:l~c 10ns 6 - iiiiiii1i:il:ii,;iil':,i:i:iii,i.;,;;lii;iiiiiiiiiii';ii,!:iiiiiii!iii,iiii;i!iiiii,i:iii!!!!;;!iiii;ii;;!,i;:i!;iii,i;';;i':!,i,i,iiiii!:.i;,!i;:;:ii,iiiii::iii,ii;
...................................................................................................-.-...................................................................
-.............-...-.-...........'.,........_..............'.......................................-......................................................................
.......................-...........................................................................-.-...-...............................................................
7. Tax Rate 7 X :i:::H1i:::iiii::ilH1::mm""m"mmm"Hm"immmmmm'imi:m:i'i;:"m"mm,m",m"m;:m,m;:;:imim;:i,mm:;:mmm,:
.......................................................................-....................................,........-...........-.....-.................................
............................-......................................................"....................................................................................
"""""'''''''''S.,-''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"'"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
................... .......................-...-...........................................................-.........................................................
8. Tax Due 8 mHm~H~~~m~j . :mF;;:;:;;;:;;;;;::!,,;!;!i:;:;:;I::;;;:i:~:::;:;:;:;:;;;;~!i:~;;p:~:;!;;;:~:;:;;;:;:;!;;;;;:;:;:;I;I;:;I;:;:;:;:;:;:;:;:~:~;;:;:;;;:;;;:~;;;;
..........,........-.....-........................................................................................................................,...-.............,..
...............................................................................-...............................................................................,.......
..................-..................................................................-.............-,....................................................-.............
PART DEBTS AND DEDUCTIONS CLAIMED
~
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
I I I
TOTAL (Enter on Line 5 of Tax Computation) $
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
COMMONWEAL TH OF PENNSYLVANIA '*'
DEPARTMENT OF REVENUE INFORMATION NOTICE FILE NO 21
BUREAU DF INDIVIDUAL TAXES AND.
DEPT. 280601 TAXPAYER RESPONSE ACN 03138128
HARRr5BURG, PA 17128-0601 DATE
I I 10-24-2003
REV-1543 EX AFP (09-00>
TYPE OF ACCOUNT
EST. OF ELIZABETH D THORPE 00 SAVINGS
S.S. NO. 324-46-9314 DCHECKING
DATE OF DEATH 07-24-2003 D TRUST
COUNTY CUMBERLAND D CERTIF.
REMIT PAYMENT AND FORMS TO:
JOHN M LAROSA REGISTER OF WILLS
95 BURNING BRUSH CIR CUMBERLAND CO COURT HOUSE
ETTERS PA 17319 CARLISLE, PA 17013
PSECU has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0324469314 Date 11-26-1996 To insure proper credit to your account, two
Established (2) copies of this notice must accompany your
payment to the Register of Wills. Make check
Account Balance 23, 150 . 79 payable to: "Register of Wills, Agent".
Percent Taxable X 16.667
NOTE: If tax payments are made within three
Amount Subject to Tax 3,858.54 (3) months of the decedent's date of death,
Tax Rate X .045 you may deduct a 5% discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due 173.63 nine (9) months after the date of death.
~~ TAXPAYER RESPONSE
lIll!ii:i:~~i~~~~~iiiii~liii:~~~~I~~.!i'i!iOO~~i'ili~~~!i~lmi!:i~~i!!!iD1!iii!B100~iOO~~iii,il.ilili!m~~~~.!i!I!!~mim.iili~!100~.iii!I1~OO~~iiiiii~
A. [] The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of
[ ] Wills and an official assessment will be issued by the PA Department of Revenue.
ONE
BLOCK B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ONL Y to be filed by the decedent.s representative.
C. [] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
If - d' t d - ff t t t 1 t t """"""''''''''''''''''''''''''','',,''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''m-'''''' ."",,,,,,,,,',,,,,,,
PART you 1n 1ca e a 1 eren ax ra e, P ease S a e your ""''''''''''''''''''''''''''''''''''''''''Ofj-'fj'-l- 'Cl- 'A' 'E!-"""IJ- se-.""tJ.-. Nllj"rt. """"'-"''''''''A'' 'A" '1111"--'
.................-........................... .......... ......... . ...... 'n ........................ ...
......m.................................... .. ..... ...... . .......... ........ .... .......... ........... ...
t ""'''''''''''''''''''''''''''''''''''''''' - ,,' ",- -. -, - - - -"",. .. - ""'.. -, -, """"" """"". - """
~ relationship to deceden : i!i!i~!i!i!i!i~!i!iii!iii!i~i!i!j!I~~I~~I~~~i!i!i~l!i!i!~~~~~~~ii!!iimm!imm
T AX RETURN - COM PUT AT I ON OF TAX ON JO I NT /TRUST ACCOUNTS :i:iiAniii:im:mH::H,:::::::H:mm:i:::::i:::H:'::::::::::::H::::::::::::mm~m:HHH:H:::::::::::::::::::::::mH::::::::H::::::::,::::::
LINE 1 D t E t blish d 1 ':::::m:::,:::m:~::mH:H:"mmHm:H:::,:::::::::::~m::::m~m:,,:::::,::::m:::::::::::,:::::,::,:H:,:m::,,:':::,:m:::,m,:,:n:::mmm_,
- 2: A:c:un: :alanc: 2 i!!iillilllll.!!i:!~::i::i:iii:i:ii;iii!i,i:iiiii:iiii:iiiiiiiiiiiii~iiiiiiiiiii:i:i,iiiiiiiiiii~:i;~,:.iiiiii:i,iii:i',i:ii,ii::iiiii,i'ii:,:i,ji:iii,i:::i!:::::
...............-._.................................................-.......................................-.........................................................
3 P t T b 1 3 X mmmm"mni3mnmm,m,mmH,mm:m::,mmmmH:m,mHm",Hmn:Hmm:mm:"mmm'H""H""Hmmmmmn",:n,',;
4: A:::~~ su:;:ct e t~ Tax 4 ~lil,'i'ilil!I!:~~"",:,::",!,:,:"j:""",/,~!,:'/~'::~'j'!::/"j/J,,:,,;/!~':'i,!~,,"~:"!:!:1,:,:"",:'!/,",/',/"':'i,',::,:""""/,,,,!,,/,///!!
:: ~::~~t a;:x::~~ct 10ns : - i!:i,i"ij!:!'!il':lii:iiii!:!i!i::iiiiiiii!!!iii!i!i!ili!i!ii!!iii!iii!iiiii!ii';i!i!i',iiiiii!i!iii!i!i:iiiii:i;i':,'.:!,:i!i!i,i!i!i!i:iiii:!iii.ii,':!i!!ii!.,!.i
:::;::::::::::~;::::::,,:;:;:;:;:;::::::::,,:::::::::;:::::::::;:;';:;:;::::0::::::::::;:::;:;:::;:;:;:;:::;:;:::;:;:::;:::::;:;,;:;,;::::,;:;:::::;,,::::,::;,::;:::;:;,
.....-..................................................,................................'...........................................................-...................
~: ~:: ~::e ~ X :1:',:"I""'i'I:,II,!':;:"',!11'1.'11'1:1,!""I'!:",ill':::!"'!I!,"I!"!,!,!",,,,',',:::!I!!!!'1,1'111i,!""!!"",:,:::,i;I:,lil:I'!:,'",,,!,1',1""",,1
PART DEBTS AND DEDUCTIONS CLAIMED
~
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
I I I
TOTAL CEnter on Line 5 of Tax Computation) $
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
COMMONWEALTH OF PENNSYLVANIA '*
DEPARTMENT OF REVENUE INFORMATION NOTICE FILE NO 21
BUREAU OF INDIVIDUAL TAXES ANI).
DEPT. 280601 TAXPAYER RESPONSE ACN 03138127
HARRI~BURG, PA 17128-0601
DATE 10-24-2003
REV-1543 EX AFP (09-00) I I
TYPE OF ACCOUNT
EST. OF ElIZABETH D THORPE [i] SAVINGS
S. S. NO. 324-46-9314 0 CHECKING
DATE OF DEATH 07-24-2003 0 TRUST
COUNTY CUMBERLAND 0 CERTIF.
REMIT PAYMENT AND FORMS TO:
REBECCA R LAROSA REGISTER OF WILLS
95 BURNING BRUSH CIR CUMBERLAND CO COURT HOUSE
ETTERS PA 17319 CARLISLE, PA 17013
PSECU has provided the Department with the information listed below which has been used in
calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a joint owner/beneficiary of
this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy
to this form and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth
of Pennsylvania. Questions may be answered by calling (717) 787-8327.
COMPLETE PART 1 BELOW ~ ~ ~ SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Account No. 0324469314 Date 11-26-1996 To insure proper credit to your account, two
Established (2) copies of this notice must accompany your
payment to the Register of Wills. Make check
Account Balance 23,150.79 payable to: "Register of Wills, Agent".
Percent Taxable X 16 .667
NOTE: If tax payments are made within three
Amount Subject to Tax 3,858.54 (3) months of the decedent's date of death,
Tax Rate X .045 you may deduct a 57. discount of the tax due.
Any inheritance tax due will become delinquent
Potential Tax Due 173.63 nine (9) months after the date of death.
M~ TAXPAYER RESPONSE
[!]liii!ii~li~~.~li!li~~,ii!i~~~~~Wliiiiil~~!!i!i!~!~~1iiii!~~!II!~lii!!~.~~!~I!!i!!!.i!i'i!~~~!M!i!ii~~~~,!!!i.,!!i!~~~~ili!!!!!~~~!!!!!il
A. [] The above information and tax due is correct.
1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain
CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of
[ E ] Wills and an official assessment will be issued by the PA Department of Revenue.
Br~CK B. D The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return
ONL V to be filed by the decedent's representative.
C. [] The above information is incorrect and/or debts and deductions were paid by you.
You must complete PART ~ and/or PART ~ below.
p~r ~:l~~~o~~~~~a:~ ~e=~::~;~nt tax rate, please state your ;,~~",;,';I;'I,i'i;i';i",iil!i,!lllilllli~~ii~~I~i~1;il~I',1
TAX RETURN - COMPUT AT I ON OF TAX ON JO INT /TRUST ACCOUNTS Ji!ipADlli!i!ilijHiiiijiHiiiiHjj,ijjiiiiHHii,jijiiHiHmiHi"i:iiiiiiiimiii:iHijjijij:ji::j:::i:j:iji:j,jij:,:iii:i:imHjiHi:i:imj:::imim
.......................................-.......-...-...........-...........................................-_....-...........-.................-.........................
................................-.............-.......................-...................................................................................-...-..........
....-........................-.....-.-.....-.-...-.......................-.........................-_..........................-.............-.-.........................
LINE I D i: E i: . -.. . - ""'''''''''''''''1;'';;''''''''''''''''''''''''''';'''''''''''''''''''''''''';;'""",,,,,,,,,,,,,,,,,,",,,,,,,,,,,,,,,,,,,,,,,,,;;,,,,;;,,,,;;,,;;"',";;,,,,,,,
2: A:c:un: ::~:~::a ~ iiiilli.ii.l~liiii~iliiiiiiiiiiiii;iiiiiiiiiiiii;ii,i',i;i;~iiili;i,iiiii,iiiiiiii;ii,iiii'iiii;iiiiiiiiiiiliiiiijiiiii;'ii!iiiii:iii'ijiiiiij;,iiiiijiii:iii'i.iii
..........._.............-...............-......................-........................-.....-.....-...............-.......-.........-.-................_..........-...
....-...............-...-...........-.-.-...............................................-.-.-.-...........-...............-.............................................
...........................-.....-.....-.-.............................................-.-.............................................-.....-...........-...............
3. Percent Taxable 3 X :i:::l:i:::!:i:l:l:~:i:im,m,f,m"i"miii,""",,,;,""mmm"""immmim"""iEm",Emmimm""'iimimim",iim;imm,mi;;;
.....-............................_........._....-......................................................................................-..........................-.....
............................................................................-.........................-..................................................................
4. Amount Subject to Tax 4 ,!j:!!!!!!:!!!!!!!!li!!!mm"mmmmi""im"i:"iimmfjiim"""iimi"iimm""mmm"m"""m":mm"imim"iim:mmii,,mi
...............................-...............................................................................-.............-........................................
....... ..........................................................................................-.................-...........................................
5. Debts and Deductions 5 - !!!!!!!!!:!!!!!!!!!s.!!!!"ii,iiiii:iiiiimimimim""mm"m:""mmmmim"""im"li"mmiijii:i,:"m"m:mmm,m:mmm"mmi
6 . Amount Taxable 6 !!m!!imm!!l!l~mi!!!:i!!!jil:!:!:!!!!!:!!!:!!:!!!!!!!i!!!!!!!!m!!!:!!!:!:!:!!:!::i:!:!!:::!!!::i!!!!!!!!!!::::!!!!:!m!!!!!!!!!!!:j!:::i!!!!!!:!!!!!!!i!!!i
.....................................................-.............-.....................................................................................................
.........................................................................................................................................................................
7. Tax Rate 7 X !!!:!:!!:!::!!:!!!!1:!!!!"mmmi"mi:mmm"mi,mimmimm,i"mi;""im:::"m"immm"i:im:miimmiiim""iii:iiiiii',mi',mi
,;,;,;:;,;,;:;,;,;:;:;:;,;:;:;:;:;:;:;:;,;:;,;:;:;:::;:::::::;:::;:;:;:;:::;:::;:;:;:;:;::,;:::::;:::::::;::::,::::;:;:;:;,::::::::::::::::::::::;:::::::::::::;:;:;:::;:
8. Tax Due 8 ::::!!!m!!!!!!!:!IiI!!!:iiiiiii"ii"iiiiiiii""iiiii:"mmiii:"i"""m,miiimiiiii,miiimiim"""":::":",,:::iiiiii"imiiiiimmi::i,,,,mi
................................................................................................................._.......................................................
...................................................................................................................................._....................................
.................................................................................................................................-.-...................................
PART DEBTS AND DEDUCTIONS CLAIMED
@]
DATE PAID PAYEE DESCRIPTION AMOUNT PAID
I I I
TOTAL (Enter on Line 5 of Tax Computation) $
Under penalties of perjury, I declare that the facts I have reported above are true, correct and
complete to the best of my knowledge and belief. HOME ( )
WORK ( )
TAXPAYER SIGNATURE TELEPHONE NUMBER DATE
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003824
LAROSA REBECCA RUTH
95 BURNING BRUSH CIRCLE
ETTERS, PA 17319
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
____u__ fold ---------- --------
101 I $40.90
ESTATE INFORMATION: SSN: 324-46-9314 I
FILE NUMBER: 2103-0923 I
DECEDENT NAME: THORPE ELIZABETH DUNLAP I
DA TE OF PAYMENT: 04/15/2004 I
POSTMARK DATE: 04/14/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 07/24/2003 I
I
TOT AL AMOUNT PAID: $40.90
,.._/
REMARKS:
~'_'M.
'-'
..' CHECK# 2837
_.,...,,~ INITIALS: JA
'SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
=,.,'-." REGISTER OF WILLS
REGISTER OF WILLS
0'
. COMMONWEALTH OF PENNSYLVANIA *'
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. Z80601 NOTICE OF INHERITANCE TAX
HARRISBURG, PA 171Z8-0601
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX REY-1547 EX AFP 101-031
, ; DATE 05-31-2004
ESTATE OF THORPE ELIZABETH D
DATE OF DEATH 07-24-2003
FILE NUMBER 21 03-0923
REBECCA R LAROSA'OJ I'IAY 28 P'"' :36 COUNTY CUMBERLAND
ACN 101
C/O JOEL 0 SECHRIST I Allount Rellitted I
568 OLD YORK RD\..
ETTERS C\PA..17319
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=is4-j-Eif-AFP-(fff':oiY-NoYlcE--oF-YNHEifITANci-YAx-A-PPRAISEMENT~--Ai.l-owANci-c'-R-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THORPE ELIZABETH D FILE NO. 21 03-0923 ACN 101 DATE 05-31-2004
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion
4. "ortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your
S. Cash/Bank Deposits/"isc. Personal Property (Schedule E) (S) 250.00 tax paYllent.
6. Jointly Owned Property (Schedule F) (6) 8,596.30
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 8,846.30
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,772.00
9. Funeral Expenses/Adll. Costs/"isc. Expenses (Schedule H) (9)
10. Debts/"ortgage Liabilities/Liens (Schedule I) (10) 1.165.31
11. Total Deductions (11) 7.937 31
12. Net Value of Tax Return (12) 908.99
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 908.99
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. Allount of Line 14 at Spousal rate (1S) .00 X 00 = .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) 908.99 X 045 = 40.90
17. Allount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Allount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 40.90
TAX CREDITS:
~ .. .~.. l+J A"OUNT PAID
DATE NU"BER INTEREST/PEN PAID (-)
04-14-2004 CD003824 .00 40.90
TOTAL TAX CREDIT 40.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
!Ii IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
, ,
RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B [collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, 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 Zl40 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. [7Z P.S.
Section 9140).
PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HILLS, 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-1313). Applications are available at the Office
of the Register of Wills, any of the Z3 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 I 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 (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADMIN-
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, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" [REV-1501) for an explanation of administrativelY correctable errors.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent [5X) discount of
the tax paid is allowed.
PENALTY: 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 end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one [1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six [6X) 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. The applicable interest rates for 198Z through Z004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ ~ ~ nn-1991 ~ :D1mDI" mn ~ .~
1983 16X .000438 199Z 9X .000Z47 ZOOZ 6X .000164
1984 llX .000301 1993-1994 n .00019Z Z003 5X .000137
1985 13X .000356 1995-1998 9X .000Z47 Z004 4X .000110
1986 lOX .000Z74 1999 n .00019Z
1987 lOX .000Z74 ZOOO n .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER 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 be calculated.
-----,',"~" -~._~
.
REV-1470 EX (6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Elizabeth 0 Thorpe 2103-0923
REVIEWED BY ACN
Sandra J Eslinger 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
E The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
ROW Page 1
r -
JOt';', ~~';.;:..:hlis1. Esquue
AIl-I'''::1 at Law
568 t" lid York Road
Etters. P A 17319
~~' , ~ .. ~';
~. (' .,
- . ~
r- c~/~ tJ3-d- 93 '. \\ \ 'c.'f Q.
\.~ : \,), ').'........0-., ..'
"., \.
C -,....,.....:.'.,-;-r.~.
'.".'.-
\J Register of Wills
....- Curnbedand County Courthouse
r-~ 1 Courthouse Square
'~'~ Carlisle P A 17013
..-""
P (I) ~
.~(.)
.-
Marjorie A. Wevodau
Glenda Farner Strasbaugh First Deputy
Register of Wills
and Kirk S. Sohonage, Esq
Clerk of Orphans' Court Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
I INVOICE I
Bill To: InvoiceNo: 268
Invoice Date: 3/23/2005
JAMES D. CARMELLA Estate of: E'LIZABE1HDUNLAP 1HORPE
724 GIURo-IST Estate No: 21-03-0923
JA
INDIANA, PA 15701
Qty Fee Description Fee Total
1 PHOTOCOPIES 7.00 $7.00
Total: $7.00
Checks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
. REV-1500E{I6-(0) Rev-1500 ffl'iC,':'l.'JSC:() ;~
COMMONWEALTH OF
PENNSYLVANIA ...................................................u .............................
DEPARTMENT OF REVENUE FILE NUMBER
DEPT_ 280601 INHERITANCE TAX RETURN
HARRISBURG. PA 17128-0601 21 - 03 0923
RESIDENT DECEDENT County Code Year Number
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
f-
:z Thorpe, Elizabeth D. 324-46-9134
w
0 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FilED IN DUPLICATE WITH
W
() 07.24-2003 03-18-1930 REGISTER OF WILLS
w
0 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
. 1. Original Return x 2. Supplemental Return 3. Remainder Return (date of death prior 10 12.
x.~ r/J 4. Limited Estate 4a. Future Interest Comprise (dale of death aller 12-12-82) 5. Federal Estate Tax Return Required
oc~
. ~o
.c 2.2 x 6. Decedent Died Testate (Attach copy of Will) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 8. Total Number of Safe Deposit Boxes
U ~rn
~
'" 9. Litigation Proceeds Received 10. Spollsal Poverty Credil(dateofdeath between 12.~1-91 and 1.1-95) 011. Election to tax under Sec. 9113(A)
THIS SECTION MUST BE COMPLETED. ALLCORRESPONDENC-EANOCONFfOENTIALTAX INFORMATION SHOULD BE DIRECTED to:
<= NAME COMPLETE MAILING ADDRESS
= c/o Joel O. Sechrist Esquire
~ Rebecca R. LaRosa
=
'" FIRM NAME (If Applicable) 568 Old York Road
=
~
~ EttersPA17319
'" TELEPHONE NUMBER
~
717938-3396
1. Real Estate (Schedule A) (1) $0.00:
2. Stocks and Bonds (Schedule B) (2) $0.00:
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) $0.00:
Z 4, Mortgages & Notes Receivable (Schedule D) (4) $0.00:
0
!;( 5. Cash, Bank Deposits & Misc, Personal Property (Schedule E) (5) $12,638.02 '
-I 6. Jointly Owned Property (Schedule F) (6) $0.00'
::> D Separate Billing Requested C ~
t- ....................................... ................1
0.. 7. InterNivos Transfers & Misc. Non-Probate Property (7) $0.00
<t:
0 (Schedule G or l)
LU
0:: 8. Total Gross Assets (total Lines 1-7) (6) $12,638.02
9. Funeral Expenses & Administrative Costs (Schedule H) (9) $15.00
10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I) (10) $0.00
11. Total Deductions (total Lines 9 & 10) (11) $1fiOO
12. Net Value of Estate (Line 8 minus Line 11) (12) $12,623.02
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) $() 00
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) $12,623.02
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
Z rate, or transfers under Sec. 9116 (a)(1.2) x (15) $0.00
0 -
;: 16. Amount of line 14 taxable at lineal rate $12,623.02 x .045 (16) $568.04
X'" -
(~ 17. Amount ofiine 14 taxable at sibling rate x .12 (17) $0.00
~:o
~
~ 18, Amount of line 14 taxable at collateral rate x .15 (18) $000
0
U 19. Tax Due
(19) $568.04
200 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> ....llESORl: 'r~AJ\lSVVERALLO,OESTlQNSON.REVERSESIPE.I\Nl! REGIlECKMA'rH<.<..
'Decedent's Complete Address:
STREET ADDRESS 95 Burning Brush Circle
CITY I~TATE .I~IP
Etters PA 17319
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1) $568.04
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C) (2) $0.00
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenally (D + E) (3) $0.00
4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) $568.04
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) $568.04
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; ~ ;
b. retain the right to designate who shall use the property transferred or its income;
c. retain a revisionary 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 on year of death
without receiving adequate consideration? B E8
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her '.' .',. .',..
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? E:::J CZJ
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of pe~ury. 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.
Dedaration of preparer other than the personal representative is based on alllhe information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN DATE OJ~
('i~rjp € -thLJ If 173/
Dr
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 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 .5.
~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 jf 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 young Jarent, an
adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116{a) (1.2)). b,-^--,,- So ' ~\)
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is
(Pd :1.2)[72
P.S. ~9116(a) (1)]. lf5.<S0
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P l\ .\),b mder
Section 9102, as an individual who has at least one parent in common with the decedent whether by bloo 3~ .CD
~'~\\."51 "I-i: 3%
--
-. '~
LAST WILL AND TESTAMENT
OF
ELIZABETH DUNLAP THORPE
I, ELIZABETH DUNLAP THORPE, of 1200 South washington
Street, Apartment 723-E, Alexandria, Virginia make this
my will. I revoke any other wills or amendments to wills
made by me.
r ARTICLE I. Distribution of My Estate. I give all of my
estate to my only child and daughter, MRS. REBECCA RUTH LA
ROSA, if she survives me. If MRS. REBECCA RUTH LA ROSA
does not survive me, I give all of my estate to her
descendants, per stirpes, who survive me.
ARTICLE II. Payment of Debts and Other Charges. I direct
my Co-executors to pay my debts and my funeral and burial
expenses, including the cost of a monument or marker over
my grave. The estate, inheritance and similar taxes
assessable on my death, including taxes on assets not
passing under this will also shall be paid as a cost of
administering my estate and my Co-executors shall not
request any beneficiary to pay any part of such tax.
ARTICLE III. Co-executors
A. I name MRS. REBECCA RUTH LA ROSA and MRS. JOY S.
MASON to be my Co-executors. I request that no security
be required of any Executor.
B. In addition to the powers granted by law, I
grant my Co-executors the powers set forthj:n ~64 .1-57 of
I the Code of Virginia, and I incorporate that Code Section
in my will by reference. All successor Executors or Co-
executors shall have the powers, immunities and discretion
which I have granted to my named Co-executors.
IN TESTIMONY WHEREOF, I have set my hand and seal to
this my last will and testament, consisting of three (3 )
typewritten pages on which I have placen my signature this
10th day of March, 1983.
i . ~
C'.I~ ../"Z....(;'Y ,,~ (SEAL)
EL ZABETH DUNLAP THORPE
The foregoing inst~ument, consisting of four (4 ) typewritten
page s , including this attestation clause, was on this 10th
day of March, 1983, subscribed by ELIZABETH DUNLAP THORPE,
the Testatrix named herein, and by her signed, sealed, published
and declared to be her LAST WILL AND TESTAMENT in the presence
of us, and each of 1.1S, who thereupon, at her request, and in her
presence, and in the presence of each other, have hereunto
subscribed our names as attestinq witnesses thereto.
of In N F~ {;Ay/ D'^-
of 3'11~ ~o PI d..6t iL..
of ,JtJ3o /I. iJ/.(J r}, ~ -J) (h, ~J" If<; x , c.Jo.. .
STATE OF VIRGINIA I '
CITY OF ALEXANDRIA
Before me the undersigned authority, on this day personally
appeared ELIZABETH DUNLAP THORPE, ~ S~
7~ {,v~ and ~ ~
known to me to be the Testatrix and the witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
and, all of these pre sons being first duly sworn, ELIZABETH
DUNLAP THORPE, the Testatrix, declared to me and to the
wi blesses in my presence, that said instrument is her LAST
WILL AND TESTAMENT and that she had willingly signed or
directed another to sign the same for her and executen it
____ _..~ yV.l-UlIc-dry
act for the purposes therein expressed; that said witnesses stat
before me that the foregoing Will waS executed and acknowledged
by the Testatrix as her LAST WILL AND TESTAMENT in the presence
said witnesses, who in her presence, and at her request, and
in the presence of each other, did subscribe their names thereto
as attesting Witnesses on the day of the date of said
Will, and that the Testatrix. at the time of the execution
of said Will, was over the age of eighteen (18) years and
of sound and disposing mind and memory.
C~ h~:&~~
Te tatrlX
Wit~S.~
~7h.~4~
ltness
'~MW A{?or
ltn s
SUBSCRIBED, SWORN AND ACKNOWLEDGED before me by
ELIZABETH DUNLAP THORPE, the Testatrix, SUBSCRIBED AND SWORN to
before me by ~.S~ ,7'-~W~ and
~ ~ I the Witnesses, this 10th day of
March, 1983.
My Commission expires:
58 ::~~
REV.1508EX+{1-S7)(1)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN
RESIDENT DECEDENT PERSONAL PROPERTY
ESTATE OF Thorpe, Elizabeth D. FILE NUMBER 21-03-0923
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on
Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Proceeds from survival action from Erie Insurance Group. Survival action proceeds from another $12,638.02
insurer have not yet been received. We request that interest be waived.
TOTAL (Also enter on line 5, Recapitulation) $12,638.02
(If more space is needed, insert additional sheets of the same size)
REV.1511 EX + (1-97X1)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN
RESIDENT DECEDENT ADMINISTRATIVE COSTS
ESTATE OF Thorpe, Elizabeth D. FILE NUMBER 21-03-0923
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s) .
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address ...
City State Zip
:. -
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
- .
Relationship of Claimant to Decedent .
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills - file retum $15.00
TOTAL (Also enter on line 9, Recapitulation) $15.00
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00))
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Thorpe, Elizabeth D. FILE NUMBER 21-03-0923
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS {include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
1. Rebecca laRosa daughter entire estate
95 Burning Brush Circle
Etters PA 17319
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON.TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $0.00
(If more space is needed, insert additional sheets of the same size)
.
--
IN THE COURT OF COMMON PLEAS OF YORK COUNTY, PENNSYLVANIA
ORPHANS COURT DMSION
In re: administration of the Estate of NO. to 1--DS -I S0
ELIZABETH D. THORPE
ORDER OF COURT
AND NOW, this n-rrl day of !vI (\ ,c h ,2005, upon presentation and
consideration of the Petition, it is hereby Ordered and Decreed as follows:
Ii 1. Rebecca R. LaRosa may execute the necessary release in exchange for the settlement
......
=
II amount of$118,883.90, which shall be distributed as follows: (-- = 0
c '-'"' ~:::o
0 3'
-<C:~ 55 D::I:rT1
--)>(")
0-- <::Z:fTI
A. Wrongful Death - $95,107.12 (80% of settlement) ;:0 :r.~' -
Ai -l UHf> -
on 0"<
vrrl :P :z:ofTI
1. $63,290.15 to RebeccaR. LaRosa. J>:;r: co
-4 ::0
rr1 .. -i
:0, +:
2. $31,702.37 (80% oftotal counsel fees) to Katherman,Brig~
Greenberg, LLP as counsel fees; and
3. $114.60 (80% oftotal costs) to Katherman, Briggs & Greenberg, LLP as
reimbursement for advanced costs.
B. Survival Action - $23,776.78 (20% of settlement)
I 1. $15,822.55 to Rebecca R. LaRosa as Executrix of the Estate of Elizabeth
I D. Thorpe, on behalf of the survival action;
I 2. $7,925.59 (20% of total counsel fees) to Katherman, Briggs & Greenberg,
'I LLP as counsel fees; and I
,
3. $28.64 (20% of total costs) to Katherman, Briggs & Greenberg, LLP as ,
reimbursement for advanced costs.
BY THE COURT
f':fLhc: C'
::r:;'(';C:1 f';"!t::'c::;:' C:.J:i: n.\" Oh~
~
Ul J.
,
Estate of Elizabeth D. Thorpe v. Erie Insurance Group
CLOSING STATEMENT
TOTAL AMOUNT OF SETTLEMENT: $95,000.00 .-
DISBURSEMENTS:
Attorney's ree of one-third of settlement: $31,666.67
COSTS:
Recordex 33.82
Citizens' Ambulance Service 15.00
Smart Document 41.42
Pennsylvania State Police 8.00
Orphans' Court 45.00
TOTAL COSTS: $143.24 /
. $31,809.91
TOTAL DISBURSEMENTS:
CHECKS PAYABLE:
Katherman, Briggs & Greenberg <. 15,976.58
Sechrist Law Office 15,833.33
Rebecca R. LaRosa 50,552.07 ~
Rebecca R. LaRosa as Executrix ofthe Estate of Elizabeth D. Thorpe 12.638.02 <-
TOTAL CHECKS: $95,000.00
By: ~~
Brian P. Strong
The above-captioned matter has been settled to my complete satisfaction and all disbursements
made with complete approval. I acknowledge that I have advised my attorney of all subrogated claims,
or protected interests and outstanding medica 1 bills of which I am aware and I acknowledge and
understand that any claims that are not paid as set forth above or any future claims regarding these are
my responsibility and not the responsibility of my attorney or his law firm. I further agree to indenmify
and hold my attorney harmless from any and all claims which may be made by any of my creditors or
medical providers against my attorney arising out of my personal injury claims.
"2-1<) ~L ,2005.
Approved this _ day of
~~ /.). d...~
Rebecca R. LaRosa, individually and as
Executrix of the Estate of Elizabeth D. Thorpe
Marjorie A. Wevodau
Glenda Farner Strasbaugh First Deputy
Register of Wills
and
Clerk of Orphans' Court Kirk S. Sohonage, Esq
Solicitor
--
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
I INVOICE I
Bill To: InvoiceNo: 396
Invoice Date: 6/18/2005
JOEL 0 SErnRIST, ESQ Estate of: EUZABE1HD.1HORPE
568 OID YORK ROAD Estate No: 21-03-0923
JA
ETIERS, PA 17319
Qty Fee Description Fee Total
1 Additional Probate 32.00 $32.00
Total: -PO .j #- ,;zQ70 $32.00
~CO~
_.n,.
\,;:>
Q.ecks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
STATUS REPORT UNDER RULE 6.12
Name of Decedent: J ~ 0 ~ l f t I i.z I) b ~'f~ !pu., Jt9 fJ
I
Jv I
Date ofDeath: L-t J4 ?ff)o3
~\\~ )
wntNo.: '2 0 0 3 - CD 0 r z. J ~rl--:".l'{u.. ~
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 0 No jS.
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: e.... R y-e/jl--
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 - NoD
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes D No D
c. Copies of receipts, releases, joinders and approval of formal or
informal accounts may be filed with the Clerk of the Orphans' Court
and may be attached to Ibis report. D '
Date: Wor
0uh~; J'i
((L
Name
Lf) G ff!{LJ )/4-
C-P) J7:! old Yef,le }~.
..
-...,
-"'-
I
1.1 Address
.~
C") ~llp:njN~:5 I' - :5 3 ~ t
"')
,
,
, Capacity: n Personal Representative
~Counsel for personal representative
\J'
Marjorie A. Wevodau
Glenda Farner Strasbaugh First Deputy
Register of Wills
and
Clerk of Orphans' Court Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
. One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
I INVOICE I
Bill To: InvoiceNo: 396
Invoice Date: 6/18/2005
JOEL 0 SEUllUST, ESQ Estate of: EUZABETIID. TIIORPE
568 OLD YORK ROAD Estate No: 21-03-0923
JA
ETTERS, PA 17319
Qty Fee Description Fee Total
1 Additional Probate 32.00 $32.00
Total: $32.00
O1ecks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
Joel O. Sechrist, Esquire
Attorney at Law
568 Old York Road
Etters PA 17319
717 938-3396
Facsimile 717 938-9613
C-'"
June 3, 2005 '::'::0
?;;:o '-
;-""J c::
~:.~(~ -
, r~-
rTl I
Register of Wills ;-:-: 0'1
Cumberland County Courthouse
I Courthouse Square --
-
Carlisle PA 17013 ..
vi
co
RE: Estate of Elizabeth D. Thorpe
No. 21-03-0923
To Whom It May Concern:
Enclosed are two copies ofthe Supplemental Inheritance Tax Return in regard to the
above estate, together with a check in the amount of $568.04 representing inheritance tax and a
check in the amount of$15.00 representing the filing fee.
Thank you very much for your assistance in this matter.
JOS:Im
Enclosures
COMMONWEALTH OF PENNSYLVANIA REV-1 162 EX(1 1-96)
OEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
OEPT. 280601
HARRISBURG, PA 171, 28-0601
PENNSYLVANIA
RECEIVEO FROM: INHERIT ANCE AND EST ATE TAX
OFFICIAL RECEIPT
NO. CD 005396
SECHRIST JOEL 0
568 OLD YORK ROAD
ETTERS, PA 17319
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_nn___ fold _~__n_n_ nn__n
101 I $568.04
ESTATE INFORMATION: SSN: 324.46-9314 I
FILE NUMBER: 2103-0923 I
OECEDENT NAME: THORPE ELIZABETH DUNLAP I
DATE OF PAYMENT: 06/06/2005 I
POSTMARK DATE: 06/03/2005 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 07/24/2003 I
I
TOTAL AMOUNT PAID: $568.04
REMARKS:
CHECK# 3399
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
.....
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
REBECCA R LAROSA
CIO JOEL 0 SECHRIST
568 OLD YORK RD
ETTERS PA 17319
NI3f1~I'IH~(:E/1'p
APPRAlsE!;lEi>lir)Au:OWAtoleE MnlSALLOWANCE
OF DEDUCTlQNS'ANb !(SSE~~MENT OF TAX
; ...... -. . "!YATE
ESTATE OF
rynnr, "cO I 3 PI~i ~!li160F DEATH
L0U0 .... ,-, \ . FILE NO.
COUNTY
ACN
"iT
R!:V-1547 EX 1~1 PC
0i CD'! ,,:
,..-,1_1.-, ,;\ \....,.
r\):':'I" , (' "--,,
',-"
09-05-2005
THORPE
07-24-2003
21 03-0923
Cumberland
501
Appeal Date: 11-04-2005
(See (fJverse side under Objections)
ELIZABETH
o
01
\.-
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE 0:::> RETAIN LOWER PORTION FOR YOUR RECORDS <:0
. -REV:1547EX-(06-OSYPC- - - - -- - - - --- - Notic-e -riF-INiieRfi A-NcE-tA)(AP-PR-AiSEMENt;-AiIOWANCE- OR- - - - -- - - - - - - - - - - - - - -- - - --- - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THORPE ELl2ABETH 0 FILE NO. 21 03-0923 ACN 501 DATE 09-05-2005
TAX RETURN WAS: ( 121 ) ACCEPTED AS FILED ( 0 ) CHANGED
RESI:RVATION CONCERNING FUTURE INTEREST - SEE RI:VERSE
APPRAISED VALUE OF RI:TURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits! Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVI:D DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H) (9) 15.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 0.00
11. Total Deductions (11) 15.00
12. Net Value ofTax Return (12) 12623.02
13. Char~ableJGovernmenlal Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 12.623.02
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
0.00
0.00
0.00
0.00
12,638.02
0.00
0.00
(8)
NOTE: To Insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
12,638.02
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of line 14 taxable at Lineal/Class A rate
17. Amount of Line 14laxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) 0.00 X.OO 0.00
(16) 12,623.02 X .045 568.04
(17) 0.00 X.12 0.00
(18) 0.00 X.15 0.00
(19) 568.04
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID I-I
06-03-2005 CD005396 0.00 568.04
TOTAL TAX CREDIT 568.04
BALANCE OF TAX DUE 0.00
INTERI:ST 0.00
TOTAL DUI: 0.00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. v-1/o
RE'J 500 EX (6-00)
Rev-1500
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
21
03
0923
COMPLETE MAILING ADDRESS
County Code
Year
Number
I-
Z
W
Cl
w
()
w
o
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Thorpe, Elizabeth D.
DATE OF DEATH (MM-DD-YEAR)
07-24-2003
SOCIAL SECURITY NUMBER
32446-9134
THIS RETURN MUST BE FILED IN DUPLICATE WITH
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. Remainder Return (date 01 death prior to 12-
5. Federal Estate Tax Return Required
Litigation Proceeds Received
7. Decedent Maintained a Living Trust (Attach a copy ot Trust) 8. Total Number of Safe Deposit Boxes
10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A)
$0.00 ~
$0.00 ~
$0.001
$o.ooi
$3, 184.52 ~
$o.ooi
!
,
$0.00 i
.....0"..................................... ~w:'!...........o.....o................... 0_ ~....................o.
OFFICIAL USE ONLY
,-,",
C_:j
r", .,
(8)
$3,184.52
DATE OF BIRTH (MM-DD-YEAR)
03-18-1930
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
III
~:-ffi(/)
o~~
III a. 0
.ce.Q
U a.1D
a.
<(
1. Original Return
x 2. Supplemental Return
$15.00
$0.00
(11)
(12)
(13)
$1500
$3,169.52
$000
4. Lirnited Estate
4a. Future Interest Comprise (date of death after 12-12-82)
(14)
$3,169.52
x 6. Decedent Died Testate (Attach copy of Will)
=
CD
-=
=
a
CL.
en
~
C5
c...:>
NAME
Rebecca R. LaRosa
FIRM NAME (If Applicable)
(15)
(16)
(17)
(18)
(19)
$0.00
$142.63
$0.00
$000
$142.63
TELEPHONE NUMBER
717938-3396
1. Real Estate (Schedule A)
(1)
(2)
(3)
(4)
(5)
(6)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
z
o
I-
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....J
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I-
a.
<(
()
w
0::
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Misc. Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
(7)
9. Funeral Expenses & Administrative Costs (Schedule H)
(9)
10. Debts of Decedent, Mortgage Liabilities & Liens (Schedule I)
(10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subjectto Tax (Line 12 minus Line 13)
z
o
j:
~~
f-:l
Il.
~
o
U
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x
16. Amount of line 14 taxable at lineal rate
$3,169.52 x
_045
17. Amount of line 14 taxable at sibling rate
x
.12
18. Amount of line 14 taxable at collateral rate
19. Tax Due
x
.15
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
pt.
Decedent's Complete Address:
STREET ADDRESS 95 Burning BrushCircl~
CITY
Etters
STATE
PA
ZIP
17319
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1 )
$142.63
Total Credits (A + B + C) (2)
$000
3. InteresUPenalty if applicable
D. Interest
E. Penalty
4.
TotallnteresUPenalty (D + E) (3)
If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5)
$0.00
5.
$142.63
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(5A)
(5B)
$142.63
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS
1.
Did decedent make a transfer and:
a. retain the use or income of the property transferred;
b. retain the right to designate who shall use the property transferred or its income;
c. retain a revisionary interest; or
d. receive the promise for life of either payments, benefits or care?
If death occurred after December 12, 1982, did decedent transfer property within on year of death
without receiving adequate consideration?
Did decedent own an "in trust for" or payable upon death bank account or security at his or her
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?
Yes
No
2.
~
B
~
E8
3.
4.
1)(. .,
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
I I
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct, and complete.
Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge.
SIGNA~RE JF PERSON RESPONSIBLE FOR FILING RETURN
/~ /2, ole( ~
ADDRESS
DATE
2-
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. S9116 (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.
S9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a
tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an
adoptive parent, or a stepparent of the child is 0% [72 P.S. s9116(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. S9116(1.2) [72
P.S. s9116(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. s9116(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.
'====
'=-
.~
LAST WILL AND TESTAMENT
OF
ELIZABETH DUNLAP THORPE
I, ELIZABETH DUNLAP THORPE, of 1200 South Washington
Street, Apartment 723-E, Alexandria, Virginia make this
my will. I revoke any other wills or amendments to wills
made by me.
ARTICLE I. Distribution of My Estate. I give all of my
estate to my only child and daughter, MRS. REBECCA RUTH LA
ROSA, if she survives me. If MRS. REBECCA RUTH LA ROSA
does not survive me, I give all of my estate to her
descendants, per stirpes, who survive me.
ARTICLE II. Payment of Debts and Other Charges. I direct
my Co-executors to pay my debts and my funeral and burial
expenses, including the cost of a monument or marker over
my grave. The estate, inheritance and similar taxes
assessable on my death, including taxes on assets not
passing under this will also shall be paid as a cost of
administering my estate and my Co-executors shall not
request any beneficiary to pay any part of such tax.
ARTICLE III. Co-executors
A. I name MRS. REBECCA RUTH LA ROSA and MRS. JOY S.
MASON to be my Co-executors. I request that no security
be required of any Executor.
B. In addition to the powers granted by law, I
grant my Co-executors the powers set forth~n S64.1-57 of
the Code of Virginia, and I incorporate that Code Section
in my will by reference. All successor Executors or Co-
executors shall have the powers, immunities and discretion
which I have granted to my named Co-executors.
IN TESTIMONY WHEREOF, I have set my hand and seal to
this my last will and testament, consisting of three (3)
typewritten pages on which I have placed my signature this
10th day of March, 1983.
, ~
C.JIr .I..(.v If' -J~
EL ZABETH DUNLAP THORPE
(SEAL)
The foregoing instrument, consisting of four (4) typewritten
pages, including this attestation clause, was on this 10th
day of March, 1983, subscribed by ELIZABETH DUNLAP THORPE,
the Testatrix named herein, and by her signed, sealed, published
and declared to be her LAST WILL AND TESTAMENT in the presence
of us, and each of us, who thereupon, at her request, and in her
presence, and in the presence of each other, have hereunto
subscribed our names as attesting witnesses thereto.
of IL, N F~ ~) 00....
of 3'i1.;l. ~O PL ~ L
of ,jlljuf. ~(J ch50 i) I ak PU'6{.; ii, i}O-- .
STATE OF VIRGINIA
CITY OF ALEXANDRIA
Before me the undersigned authority, on this day personally
appeared ELIZABETH DUNLAP THORPE, ~ S~
/~ 0~and~~
known to me to be the Testatrix and the Witnesses, respectively,
whose names are signed to the attached or foregoing instrument,
and, all of these pre sons being first duly sworn, ELIZABETH
DUNLAP THORPE, the Testatrix, declared to me and to the
Witnesses in my presence, that said instrument is her LAST
WILL AND TESTAMENT and that she had willingly signed or
directed another to sign the same for her and executed it
___.....- .................. vlJ..LUllLdry
act for the purposes therein expressed; that said Witnesses stat
before me that the foregoing Will was executed and acknowledged
by the Testatrix as her LAST WILL AND TESTAMENT in the presence
said witnesses, who in her presence, and at her request, and
in the presence of each other, did subscribe their names thereto
as attesting Witnesses on the day of the date of said
Will, and that the Testatrix, at the time of the execution
of said will, was over the age of eighteen (18) years and
of sound and disposing mind and memory.
~~~
Te tatrix
Wit~S.~
~7h.~
ltness
~fdr
ltn s
SUBSCRIBED, SWORN AND ACKNOWLEDGED before me by
ELIZABETH DUNLAP THORPE, the Testatrix, SUBSCRIBED AND SWORN to
before me by ~,S~
~~ ' the
March, 1983.
, 7'~f,J~
Witnesses, this lOth day of
My Commission expires:
.~5~b ,///~.c:
/
and
REV-1508 EX + (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thorpe, Elizabeth D_
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-03-0923
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on
Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Proceeds from survival action from Penn National Insurance.
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
$3,184.52
$3,184.52
REV-1511 EX+ (1-97)(1)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thorpe, Elizabeth D.
Debts of decedent must be reported on Schedule I.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-03-0923
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City State Zip
-
Year(s) Commission Paid:
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Register of Wills - file return $15.00
..
TOTAL (Also enter on line 9, Recapitulation) $15.00
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + ~9-00))
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
BENEFICIARIES
ESTATE OF Thorpe, Elizabeth D.
FILE NUMBER 21-03-0923
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 9116 (a) (1.2)]
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(sl OF ESTATE
1. Rebecca LaRosa
95 Burning Brush Circle
Etters PA 17319
daughter
entire estate
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART 11- 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)
$0.00
FEB. -14' 06(TVE) 08:55
KATHERMAN BRIGGS & GREENBERG
P. 004/005
. j'
'\.-.'
'-./
'--"
REBECCA R, LaROSA,
Administrator for the
ESTATE OF ELIZAaETH D.
THORPB,
IN THE COURT OF COMMON PI.BAS OF
INDIANA COUNTY, PENNSYLVANIA
CIVIL ACTION LAW
NO. ~005-11084
Plaintiffs,
va.
~~~) ~ l~ \~ n ill ~ ~
Uti JUll ~ 2005 ~
CATHERINE ZIMMERMAN,
Executrix for the ESTATE
OF PHILIP ZIMMERMAN.
Bv-
-=
Defendant.
ORDla 01' COURT
AND NOW this
/ SrJ::.
day of
J7
, 21)05,
upon the Petition to Interplead of Catherine Zimmerman,
Executrix for the Estate of Philip Zimmerman, the same is h!r.by
granted and David carl Lee, the Administrator of the Estate of
Oavid C. Lee; John L. Speer, III, the Administrator of the
Estate of Rose Ann Lee; vicki Kanyan. individually, $nd as the
parent and natural guardian of Courtney Jean Peles: .1ames
zimmerman, individually and as parent and natural guardian of
Jamie zimmerman; and Erie Insurance are added to the recorc. as
party-plaintiffs, and enjoined from commencing or further
prosecuting any action in any Court against Catherine ZimmE!rman,
axecutrix for the Estate of Philip zimmerman and/or the Eatat.~
,
~l!~i:jj::i:'i:!:i\::
Exhibit for Schedule E
FEB, -14' 06lTCE) C8:56
I
-' ~ I
I
KATHERMAN BRIGGS & GREENBERG
p, 005/005
"-../
.......-'.
! of Philip Zimmerman, to enforce, in whole or in part, any c:lnim
against the petitioner set forth in said Petition, except as a
party to the above-captioned action.
Claimants, David Carl Lee, the Administrator of t~
Estate of David C. Lee; John L. speer, III, the Adminiatrat~~ of
the Estate of Rose Ann Lee; vicld Kanyan, individualljr, and illl
the parent and natural guardian of Courtney Jean Peles; Jame~
zimmerman, individually and a.s pa.rent and natural guardian oE
Jamie Zimmerman; and Erie Insurance are hereby directed to file
their Complaints within twenty (20) days after service of the
petition for Interpleader and this Order.
J.
"
'i:' ::<CS.;;~ '7J/. ',: I I
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f: I " .
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:\I!!fli~' :;,II~~ ;, '
'~;I' . "dJ~I!o' '..
1'1', .ll,.",. '
FEB. -14' 06 (TUE) 08:55
KATHERMAN BRIGGS & GREENBERG
p, 002/005
. .
Closfng Statement
CaSel Type: AUT
Estate of Elizabeth D. Thorpe
Rec;ov8ry~
SETTLEMENT
Penn Nalionallnsurence
1& 23,683.90
$ 23,883.90
ATTORNEY FEES. LIENS AND OTHER pAYMEft.jTS:
Katherman, Briggs & Greenberg $ 3,980.65
Sechrist Law Office $ 3,980.65
Total Due Others:
$ 7.961.30
Total Deductions
Total Amount Due to Rebecca R. LaRosa
Total Amount Due to Rebecca R. laRosa, E)(6cutrhc of the
Estate of Elizabeth D. Thorpe
i.Z..g61.30
!Ii 12J38.08
$ 3,184.62
The above.captionad matter has been settled to my/our complete satisfaction and all
disbursements made with complete approval. IIWe agree that a minimum of ten
business days (or such other time as indicated on my/our disbursement draft) will be
allowed for clearance of the settlement draft.
I/We acknowledge that IIwe have advised my/our attorney of all subrogation claims, or
protected interests and outstanding medical bills of which I am/we are aware and I/we
acknowledge and understand that a ny claims that are not paid as set forth above or any
future claims regarding these are my/our responsibility and not the responsibility of
my/our attorney or his/her law firm.
I/we further agree to indemnify and hold my/our attorney harmless from any and all
claims which may be made by any of my creditors, medical providers. health insurer,
or health plans against my/our attorney arising out of my/our personal injury or wrongful
death claims.
CLIENT: ~TTORN Y:
~?1~~~
Rebecca R. LaRosa, il1dividuallv and as . n9
Executrix of the Estate of EJizabath D. lhorpa
(J .!).q or;
ated
l/zrIo ,
Dated
Joel O. Sechrist, Esquire
Attorney at Law
568 Old York Road
Etters P A 17319
717 938-3396
Facsimile 717 938-9613
February 14,2006
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle P A 17013
RE: Estate of Elizabeth D. Thorpe
File No. 21-03-0923
To Whom It May Concern:
Enclosed are two copies of the Supplemental Pennsylvania Inheritance Tax return in
regard to the above estate together with a check in the amount of$15.00 for the filing fee and a
check in the amount $142.63 representing Pennsylvania Inheritance Tax.
Thank you very much for your assistance in this matter.
JOS:lm
Enclosures
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
SECHRIST JOEL 0
568 OLD YORK ROAD
ETTERS, PA 17319
_____n_ fold
ESTATE INFORMATION:
SSN: 324-46-9314
2103-0923
THORPE ELIZABETH DUNLAP
02/15/2006
02/14/2006
CUMBERLAND
07/24/2003
FILE NUMBER:
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
REMARKS:
JOEL SECHRIST, ESQ
CHECK# 1934
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: RSK
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 006328
AMOUNT
$142.63
$142.63
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
05-01-2006
THORPE
07-24-2003
21 03-0923
CUMBERLAND
502
APPEAL DATE: 06-30-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELIZABETH D FILE NO. 21 03-0923 ACN 502
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~i- r c:-:-r.c-NOTICE OF INHERITANCE TAX
" - APPR'AlSEkEtn ~ ALLOWANCE OR DISALLOWANCE
OF DEDOCTIONS AND ASSESSMENT OF TAX
..
-....,
'...:"
:~~: 3l,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
:j. :.1
t !:
i:"'.T
,
REBECCA R LAROSA v
C/O JOEL 0 SECHRIST
568 OLD YORK RD
ETTERS
PA 17319
ESTATE OF
THORPE
REV-1547 EX AFP (06-05)
ELIZABETH D
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 05-01-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
.00
.00
.00
.00
3,184.52
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdD. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
15.00
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
3,184.52
15 00
3,169.52
.00
3,169.52
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total D~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX C ITS:
.00 X 00 =
3~169.52 X 045 =
.00 X 12 =
.00x 15 =
(19)=
DATE
02-14-2006
NUMBER
CD006328
+
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
142.63
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
142.63
.00
.00
142.63
142.63
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE l}fl
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Elizabeth D. Thorpe
Date of Death: July 24, 2003
Will No. 21-03-0923
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans!
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate lS complete:
Yes x No
2. If the answer is No, state when the personal
representative reasonably believes that the aGuinistration will be
comDlete:
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 x
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 x No
Date:
o d. Copies of rec~ipts, releases, joinders and
approvals of formal or informcl oC'C':".2nt:5 lT13Y be filec: w5th "th,,:,
Cerk of the Orphans' Court and may be at_tached to th~1 report.
C"\ ~ ~Il ..
-~ ~/ - l ----~-.
Sig:~ture ./ \
//
Joel O. Sechrist,
Name (Please type
568 Old York Road
Etters PA 17319
Address
f/ I 7 /2-- () 0 b
! I
Esquire
or print)
( 717) 938-3396
Tel. No_
Capacity:
Personal Representative
x
Counsel for personal
representative
/-C ~I
(. !\\.'W
(Y.AH: rmf IAM3)