HomeMy WebLinkAbout03-0355 PETITION
Estate qf ]/'81..-l,:.,~
also known as
Deceased.
Social SecuriLv No. ~_
The peiition of the undersigned respectfully represents that:
Your petitioner(s), x~ho is/are 18 years of age or older an lhe execut :~L~_/
in the last will ot the above decedent, dated
and codicil(s) dated
FOR PROBATE and GRANT OF LETTERS
To:
Register of Wills for the
County of (~7 V~/P_,e~C6g,~f
Commonwealth of Pennsylvania
in the
named
~"d .~- ? ,19J;'2
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in ~ ~/~ ff£/¢t5'4'4'/A'J County, Pennsylvania, with
h ~ __ last family or principal residence at /~4! ~A. ~' p'!'~.u.- ~Z9.~. / C'rP~/q.~L./~Z ~.//,wd¢-
(list streel, number and muncipality)
Decendent, then
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was no~ the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal properly in County $
Value of real estate in Pennsylvania $
situated as follows: /,~)~¢,_.
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
theron.
request(s) the probate of the last will and codicil(s)
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF OL,.x-~k:5.b--, ~,-~.,~ f ss
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well,and ~5tSilminister t~?t~te according to law.
Sworn to or affirm:d and subscribed ~ ~~~2
before ~e this__ ~"~ __ day of [~- ~
No.
Estate Of VELVA M REICH , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW APRIL 23~ 2003 ~ ..... in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated 10-8-1982
described therein be admitted to probate and filed of record as the last will of
VELVA M REICH ;
and Letters TESTAMENTARY
are hereby granted to LARRY D REI CH
. FEES
Probate, Letters, Etc. $ ~'__~
Short Certificates( ) .......... $
$ /o, oO
TOTAL ~ $
Filed . .~.~. z~,,7~.~ C.~.~ ......................
q-
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
RENUNCIATION
oCLI- o$
In Re Estate of
deceased.
To the Register of Wills of
County, Pennsylvania.
The undersigned ~])'~' ~'~:'>~/ /{9~<'-I'~'~ of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
be issued to ~/~7~/~-~
WITNESS hand this day of ., 19
(Signature)
(Address)
(Signature)
(Addr~s)
(Signature)
(Address)
REGISTER OF WILLS OF ~ COUNTY
BSCRIBING~
(ea~ itness to the
say'~~ will presented'"'%h'~"with' (each)being duly qualified"~,cordingpresent,~l, d sawt°
law,
depose(s)
and
"~l~at. ,sign the same an'~ x'""x_ signed asa witness at the
request'o~.~at in h presenc-~.n..d. (in the presence of each~er)(in the presence of the
~ther subscribes')' ~
Sworn toor affirmed and'"s~cribed before "x.,, %,,,,
me this ~ day of ~ (Name) "%,,%
~~ (A'~Le. ss)
Regtster x,,~
(Name)
(Address)
REGISTER OF WILLS OF(' ~x~c~E~-Ic~ .~_o~ _ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
(each) a subscriber hereto, (each) being duly qualified according to law, depose(s) an..d say(s) that
.-'~q~,~- 0~%.~ familiar with the signature of
0 codicil
testat_Q.x.a_x_ of (one of the subscribing witnesses to) the ~presented herewith and
d codicil
that , t ~ A o-~ believe~- the signature on the will is in the handwriting of
~3
to the best of ~ knowledge and belief.~
Sworn to or affirmed and subscribed before _
me~.this , , ~ ~ ~-C~-~ day of ~_Nal~te) _
OL~_~ (Name)
(Address)
LAST WILL AND TESTAMENT OF VELVA M. REICH
I, VELVA M. REICH, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this instrument to be my Last Will
and Testament, in manner and form following:
1. I hereby expressly revoke all Wills and Codicils
heretofore made by me.
2. I hereby direct my Executor to pay all my just debts,
funeral and administrative expenses out of my estate, as soon as
practicable after my death.
3. Should my husband, Norman P. Reich, survive me for a
period of thirty days following my death, I devise and bequeath
the remainder of my estate to Norman P. Reich.
4. Should my husband, Norman P. Reich, predecease me or die
on or before the thirtieth day following my death, I devise and
bequeath the remainder of my estate to my issue living on the
thirty-first day following my death, per stirpes.
5. I nominate and appoint Farmers Trust Company, Carlisle,
Pennsylvania, Trustee of the share of any beneficiary who may be
under the age of twenty-one years. The income and/or principal
of said trust may be accumulated or expended for the maintenance,
education and support of such beneficiary as my Trustee in its
sole discretion may determine; and my Trustee, in the expenditure
of income and/or principal for such purposes, may, at its discre-
tion, apply the same directly without the intervention of a
guardian or pay the same to any person having the care or control
of said beneficiary or with whom the beneficiary resides, without
duty on the part of the Trustee to supervise or inquire into the
application of the funds by any person to whom any payment is so
made. The balance of such income and/or principal shall be paid
to such beneficiary upon reaching the age of twenty-one years or
to such beneficiary's estate in the event of death prior thereto.
- 1 -
6. I nominate and appoint my husband, Norman P. Reich, as
Executor of this my Last Will and Testament; and as substitute
Executors I nominate and appoint my children, Larry D. Reich and
Darwin L. Reich.
7. I direct that my personal representative(s) and Trustee,
as well as their successors, shall not be required to file bond
or security in any jurisdiction.
IN WITNESS ~EREOF, I have hereunto set my hand and seal
this ~ day of October, 1982.
Velva M. Reich
Signed, sealed, published and declared by the above named
Testatrix, Velva M. Reich, as and for her Last Will and Testament,
in our presence, who, in her presence, at her request, and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
- 2 -
OF
VELVA M. REICH'
Name of Decedent:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death:
Will No. ...2 o O.99_ OO .?f~ Admin. No. ~ ]- do?- OJ~
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on _~'- {"' 0 ~ :
Name
Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Capacity: _
Signature
Telephone
Personal Representative
~Counsel for personal representative
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 002728
REICH LARRY D
PO BOX 185
MARYSVILLE, PA
17053
........ fold
ESTATE INFORMATION: SSN: 207-34-6513
FILE NUMBER: 2103-0355
DECEDENT NAME: REICH VELVA M
DATE OF PAYMENT: 06/24/2003
POSTMARK DATE: 06/23/2003
COUNTY: CUMBERLAND
DATE OF DEATH: 04/18/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
102 $684.00
REMARKS:
LARRY D REID
TOTAL AMOUNT PAID'
$684.00
SEAL
CHECK# 102
INITIALS: VZ
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
'03 jLJN 24 !\11
June 23, 2003
Cumberland County Court House
Register of Wills
1 Court House Square
Carlisle, PA 17013
Dear Sir/Madam:
Enclosed please find check number 102 in the amount of $684.00 which is for payment
of inheritance tax on Velva M. Reich.
Sincerely yours,
Larry D. Reich
P. O. Box 185
Marysville, PA. 17053
Larry D. Reich
p OB OX 185
Marysville, PA 17053
~4
17013+3392 02
CUMBERLAND COUNTY COURT HOUSE
REGISTER OF WILLS
1 COURT HOUSE SQUARE
CARLISLE PA 17013
i,,,lll,,,lli,.,,,li,,lt,,,li,,,li,l,i .... i,1i,i.I,
C iMONWEALTH OF PENNSYLVANIA
E' ARTMENT OF REVENUE
B~'AEAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003569
REICH LARRY D
PO BOX 185
MARYSVILLE, PA
17053
........ fold
ESTATE INFORMATION: SSN: 207-34-6513
FILE NUMBER: 21 03-0355
DECEDENT NAME: REICH VELVA M
DATE OF PAYMENT: 02/17/2004
POSTMARK DATE: 02/1 2/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 04/18/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $40.30
REMARKS'
TOTAL AMOUNT PAID:
940.30
SEAL
CHECK#40.30
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Estate Of Velva M ~ich
~aytothe '
106
:~EV- 500 67 r6~0)
· .. ~ ' COMMONWEALTH OF
~~ PENNSYLVANIA
~~~ DEPARTMENT OF REVENUE
~,,'"~,,~ ~ DEPT. 280601
· ~¢~.,~~ HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Z
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o
DEC~.iDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[~A~E OF DEATt:I ~MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
(IF AP~LICA~,LE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
[~1. Original Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82)
~"6. Decedent Died Testate (Attach copy of Wi,) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust)
E~9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
NAME A ~,~'r'~ o ~. J/~ - ~-F----.- ~-.-'~ -J~ ~-
FIRM NAME (If Applicable) ~'
TELEPHONE NUMBER
SOCIAL SECURITY NUMBER
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
[~3. Remainder Return (date of death prior to 12-13-82)
]5. Federal Estate Tax Return Required
L8. Total Number of Safe Deposit Boxes
]11. Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ADDRESS
/ 3off
; ?o7'o
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
~-] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13.
14.
'7--'7, ,:,oH
(8)
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
(11) /~). i Off' DO
(12)
(13)
(14) [ ~'~' /
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 .0 __ (15)
16. Amount of Line 14 taxable at lineal rate x .0 ~ (16)
17. Amount of Line 14 taxable at sibling rate x .12 (17)
18. Amount of Line 14 taxable at collateral rate x .15 (18)
19. Tax Due (19)
Decedent's Complete Address:
STREETADDRESS
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) . (i) ~ (~¢~i, ~ O
2. Credits/Payments
A. Spousal Povedy Credit
B. Prior Payments (O~D' ~, O~ "
C.
DJsco~t
Total Credits ( A + B + C ) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( 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)
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)
S. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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 reversionary interest; or .......................................................................................................................... [] []
d. receive the promise for life of either payments, benefits or care? ...................................................................... []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .............................................................................................................. []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ........................................................................................................................ []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I
Declaration of preparer ot, el,l,l,l,l,l,l,l,~¥han the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE O~ON RESPONSIBLFCC'~R FIkING RETURN
SIGNATURE (~¢~'~EPARER OTHER ~~~ENTATIVE Z
ADDRESS I' ct q'/--,
declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and Seller, it is true, correct and complete.
DATE I
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
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive paren
or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs 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 a
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Velva M. Reich
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
2.
3.
4.
5.
DESCRIPTION
M&T Bank - checking account #2671018808
First National Bank of Marysville - Checknig Account ~ 38 862 9
First National Bank of Marysville - Savings Account #2083933
First National Bank of Marysville - Cert. of Deposit #3054343
Fore--Thought (Prepaid funeral expense)
VALUE AT DATE
OF DEATH
$ 5,085.12
2,165.00
1,345.80
12,298.59
6,110.00
TOTAL (Also enter on line 5. Recapitulation) $ 27,00,4.51
(If more space is needed, insert additional sheets of the same size)
REV-1511EX* (1-971·
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
ITEM
NUMBER DESCRIPTION AMOUNT
A.
1.
5.
6.
7.
FUNERAL EXPENSES:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) [)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address I ~ i,O 'f4:, ~ ~'gf~
c~ty ~- Nc L,A
Year(s) Commission Paid: ""--'--
^ttomey Fees A P-- T~ o ~ m. C-~-':~
tc-/4
State P~ Zip 17oz5"-
Family Exemption: (If decedent's address is not He same as claimant's, attach explanation)
Claimant
Street Address
~a,on~ o~ C~a~Uo O.~.n~
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
TOTAL (Also enter on line 9, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
REV-151~ EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
NUMBER
I
1
II
1.
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
Do Not List Trustee(s)
FILE NUMBER
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART li - 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)
PS ACCOUNT 2083933 VELVA M'REICH BRANCH 00 OFF 31
PASSBOOK SAVINGS SS 207-34-6513
. ~-~'~' ~ C/O LARRY D REICH HOME 000 0000
BRANCH, 1 P O BOX 185 BUS 000 0000
MARYSVILLE PA 17053-0185 DAF .0332
MEMO CURRENT DATE OF AMOUNT OF LAST ACCRUED INTEREST AMOUNT
BALANCE LAST DEP DEPOSIT INTEREST YR TO DATE LST INTEREST
1,345.80 04/05/1999 50.00 2.93 3.39 3.39
AVAIL BAL -CHECK-
** DORMANT **
HOLD AMT CYCLE LAST MAINT
55 04/22/2003
MEMO POST
00 VELVA DIED 4/18/2003
COM MSG SIG USR
ENTER OPTION
DDA ~C~_Q_UNT 388629 VELVA M'REICH BRANCH 00 OFF 31
REGULAR DDA SS 207-34-6513
C/O LARRY D REICH HOME 000 0000
BRANCH · 1 P O BOX 185 BUS 000 0000
MARYSVILLE PA 17053-0185
MEMO CURRENT DATE OF AMOUNT OF LAST DATE OF BALANCE OF DATE OF
........ ~9~ .......... ~T..~ .... ~9~? .......... ~T..~T~ .......... ..nS.~T..~T~ ....... ½~T..~T..
2,16S.00 10/16/2002 110.00 04/07/2003 2,165.00 03/06/2003
· * SSA NOTIFICATION **
AVAIL BAL -CHECK- HOLD AMT CYCLE LAST MAINT MEMO POST
2,165.00 1 04/22/2003
00 VELVA DIED 4/18/2003
COM MSG SIG USR
ENTER OPTION
C/D ACCOUNT 3054343 VELVA M'REICH BRANCH 00 OFF 31
CERT'~TE OF DEPOSIT SS 207-34-6513
C/O LARRY D REICH HOME 000 0000
BR~NCH · 1 P O BOX 185 BUS 000 0000
CD # 3054343 TYPE 1 MARYSVILLE PA 17053-0185 DAF .6183
CURRENT MATURITY ORIGINAL
.... ~g~ .... p~ .......... ,.AJ~.. 9 .UI~,. ? ................ [~..AI~.. %~ .............. ~YgFF ............... ..mS.. ~~ ........
12,298.59 05/26/2003 8,642.62 18.50 12,315.90 1.8300
6 MONTHS
LAST MAINT
04/22/2003
00 VELVA DIED 4/18/2003
HOLD AMT
DT NXT INT
AMT NXT INT
DT LST IN%
AMT LST INT
MEMO POST
05/26/2003
55.00
QUARTERLY
ADD-ON
02/26/2003
56.59
MSG SIG USR
ENTER OPTION
~71ozn8o81 CLASSZC CHECKZNG I
O0 2 04335H H 021
NAR.OB-APR.09,200$ 1 OF 1 I
VELVA H REZCH
1Z1 LAKEVZEN DR
CARLZSLE PA 17013-1038
NORTH HZDDLETON
ACCOUNT SUHHARY
o, · 605. qa, 1 9q9. O0 2 ~67. $2 0 O. O0 O. O0 5 · 085.12
ACCOUNT ACTTVTTY
03-08-0~ BEGZNNZNG BALANCE Sq,603.qq
03-13-0~ CHECK NUMBER 0682 367.32 q,236.12
03-17-0~ CHECK NUMBER 0683 100.00 q,136.12
Oq-03-O~ US TREASURY 303 SOC SEC 9q9.00 5·085.12
ENDZNG BALANCE 05·085.12
682 03-13-03 367.32 683 03-17-03 100.00
THE RELZEF OF PROTECTZNG YOUR FANZLY. THE ADVANTAGE OF HAVZNG CHOZCES. THE EASE OF PLANNZNG AT YOUR
BRANCH. NgT ZNSURANCE SERVZCES, A DZVZSZON OF N&T BANK, N.A. OFFERS LZFE, DZSABZLZTY, AND LONG-TERH
CARE ZNSURANCE. VZSZT ANY M&T BANK BRANCH OR CALL 1-800-$50-9285 FOR NORE ZNFORNATZON. ZNSURANCE
PRODUCTS: ARE NOT DEPOSZTS ~ ARE NOT FDZC ZNSURED ~ ARE NOT ZNSURED BY ANY FEDERAL GOVERNHENT AGENCY
HAVE NO BANK GUARANTEE ~ ZNSURANCE PRODUCTS ARE OBLZGATZONS OF THE ZNSURANCE COHPANZES THAT ZSSUE THE
POLZCZES.
BUREAU OF INDIVIDUAL TAXES
THHERTTANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 17IlS-D601
COHNONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLONANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
'04 I:~PR 14
ARTHUR H FELD ESQ
1309 BRIDGE ST
NEW CUMBERLAND PA 17~0(
DATE 04-12-2004
ESTATE OF REICH
DATE OF DEATH 04-18-2003
FILE NUHDER 21 03-0355
COUNTY CUHBERLAND
ACH 101
Amoun~ Remitted
REV-iG47 EX &FP COZ-OS)
VELVA H
MAKE CHECK PAYABLE AND RENZT PAYNENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR
ESTATE OF REICH
DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX
VELVA MFILE NO. 21 03-0355 ACH 101
DATE 04-12-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNTNG FUTURE INTEREST - SEE REVERSE
( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. S~ocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Par~narsh/p Znteres~ (Schedule C) (3)
R. Nortgages/Notes Receivable (Schedule D) (q)
5. Cash/Bank Depos/ts/flisc. Personal Property (Schedule E) (5)
6. Jo/ntly O~ned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7).
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXENPTZONS:
9. Funeral Expenses/Ada. Costs/H/sc. Expenses (Schedule H) (9)
10. Debts/Hor~gaga Liabilities/Liens (Schedule Z) (10)
11. To*al Deduct/ons
12. Nat Value of Tax Re*urn
27~004.51
.00
.00 NOTE: To /nsura proper
.00 credit to your accoun*,
.00 sube/~ ~ha upper port/on
.00 of this form w/th your
tax payment.
.00
(8)
10,109.00
15.
1~.
NOTE:
.0O
(11)
(12)
Charitable/governmental Bequests; Non-eZec~ed 9115 Trusts (Schedule J) (15)
Ne~ Value of Estate Subject to Tax
tf an assessment ~as issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date.
DZSCOUN[ (+)
INTEREST/PEN PAID (-)
27,004.51
10.109.00
16,895.51
.00
16,895.51
ZF PAID AFTER DATE /NDZCATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDZT I 760.30
BALANCE OF TAX DUEI .00
INTEREST AND PEN. / .11
TOTAL DUE ~ .11
( TF TOTAL DUE ZS LESS THAN $1, NO PAYHENT TS RE~U[RED.
ZF TOTAL DUE 1S REFLECTED AS A 'CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.
36.00
.00
684.00
40.30
ASSESSNENT OF TAX:
15. Amount of L/ne 1~ at Spousal rats
16. Amount of L/ne 1~ taxable at L/neal/CZess A rats
17. Amount of L/ns 1~ at Sibl/ng rate
18. Amount of L/ns 1~ ~axable at Collateral/Class B rate
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYHENT / RECEZP1-
DATE NUHBER
06-23-2003 CDOO2728
02-1Z-Z004 CD005569
ANOUNT PAID
(15) .00 x O0 = .00
(16) 16,895.51 x 045= 760
(17). . O0 x 1Z = . O0
(18) .00 x 15 = .00
(19)= 760.30
18 and 19 will
RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate far
life or for years, the Coamoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the laaful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE: To ~uifill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (?Z P.S.
Section 9140).
PAYNENT: Detach the top portion of this Notice and submit aith your payment to the Register of Nills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILES, AGENT
REFUND (CR): A refund of a tax credit, #hich ams not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office
of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special 24-hour
ensaaring service for fores ordering: 1-800-36Z-ZO50; services for taxpayers with special hearing and / or
speaking needs: i-BOO-4~7-30ZO iTT 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 sheen on this Notice must ob~act within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. ZDlOZ1, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADNXN-
ISTRATXVE
CORRECTIONS: Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17126-0601
Phone (717) 787-6SOS. Sam page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1SOI) for an explanation of administratively correctable errors.
DISCOUNT: If any tax due is paid aithin three (S) calendar months after the decadent's death, a five percent CSX) discount of
the tax paid is allowed.
PENALTY: The 1Si tax amnesty non-participation penalty is computed on the total of the tax and interest assa~sed, 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 mith 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 X, 198Z bear interest at the rate of
six (Bi) percent per annum calculated at a daily rate of .000164. All taxes ahich became delinquent on and after
January l, 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 X98Z through ZO0~ ara:
Xnterest Daily Xntarest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ ~ .000548 ~'~)"~-1991 XXZ .000301 ~ 9Z .OOOZ~7
1983 Z6Z .000438 199Z 9Z .000247 20OZ 6Z .000164
1984 I1Z .000301 1993-1994 7Z .000192 2003 SZ .000137
1985 132 .000356 1995-1998 9Z .000247 2004 4Z .000110
I986 XOZ .000274 1999 7Z .O0019Z
1987 IOZ .000274 ZOO0 7Z .00019Z
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent wiX! reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must ba calculated.
LAST WILL AND iTESTAMENT OF VELVA M. REICH
I, VELVA M. REICH, of the Borough of Carlisle, Cumberland
County, Pennsylvania, declare this instrument to be my Last Will
and Testament, in manner and form following:
1. I' herebY expressly'~ revoke all Wills and Codicils
heretofore made by me.
"2.- I hereby dire~t.my. Executor~to pay al. 1 my just debts,
funeral and administrative expenses out of my'estate, as soon as
practicable af{er my death.
3. Should my husband, Norman P. Reich, survive me for a
period of thirty days following my death, I devise and bequeath
the remainder of my estate to Norman P. Reich.
4. Should my husband, Norman P. Reich, predecease me or die
on qr before the thirtieth day following my death, I devise and
bequeath, the~remainder of my' estate to my issue living on the
thirty-first day following my· death, per stirpes.
~ 5. I nominate, and appoint Farmers Trust Company~ Carlisle,
Pennsylvani~a, Trustee of"the share'of any-benelficiary who may be
under the age of twenty-one y.ears~, The income and/or principal
of said trust may be accumulated or expended for the.maintenance,
education and support'of such. beneficiary as my Trustee in its
sole discretion may determine; and my Trustee~ in the exPenditure
of income and/or principal for such'purposes, may,. at its discre-
tion, apply' the.same directty~ without the intervention of a
guardian or pay the same~to any person having the care or control
of said beneficiary'or.with, whom the beneficiary resides, without
duty on the part of the Trustee to supervise or inquire into the
application of the'funds by. any' person to whom any payment is so
made. The balance of' such income and/or principal shall be paid
to such beneficiary, upon reaching the age of twenty-one years or
to such benefic~arY.~s es'tare in the event of death prior thereto.
6. I nominate and appoint my husband, Norman P. Reich, as
Executor of this my Last Will and Testament; and as substitute
Executors I nominate and appo~.nt my children, Larry D. Reich and
Darwin L. Reich.
7. I direct that my personal representative(s) and Trustee,
as well as ~their succes'sors, shall not be required to file bond
or security in any jurisdiction.
IN WITNESS' WHEREOF, I have hereunto set my hand and seal
this ~ % day of October, 1982.
- ' Veiva M. Reich
Si.gned, sealed, .published and declared by the above named
Testatrix, Velva M. Reich, as a~d for. her Last Will and Testament
in our presence, who, in her presence, at her reques't, and in the
presence of each other, have ~hereunto subscribed our names as
attesting witnes'sec-
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/15/2005
REICH LARRY D
PO BOX 185
MARYSVILLE, PA 17053
RE: Estate of REICH VELVA M
File Number: 2003-00355
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/18/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~e~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
~
.
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent: 1/e,-* 1/1/- f<. e '"(-It!
Date of Death: If - 1'1- (j;J
Estate No.: :J () ~ 3 -- Of) )..1'5
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 whytil'er administration of the estate is complete:
. Yes J:B' No 0
2. lfthe answer is No, state when the personal representative reasonably believes that
the administration willbe complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the person~resen~v9tate an account informally to the parties in
interest? Yes J.fJ' No l..!1""
Date:
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. ~.'
;1/1~1f -iaf .. -
Signa:
t-1ItfY fJ.. fe,(;,1!
Name
fl.~..tIJ~x J~~ /IJ~h~ ;;",4,.
Address . / 7(/ f.f
f7/7.J 73;l-o 11/(
~phone No.
Capacity: ~rsonal Representative
o Counsel for personal representative
cA