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Home My WebLink About03-0782PETITION FOR GRANT OF LETTERS OF ADMINISTRATION also known as To: Deceased. Social Security No. -o3- 792. Register of Wills for the ,, ~ County of C~~-~~ the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, appl ~ for letters of administration on the estate of (d.b.n.; pendente lite; durante absentia; durante minoritate) the above decedent. D~ece,ndent was domiciled at death in ~ _ County, Pennsylvania, with h ~ last family or principal residence at ~/7~7~ 0..~.~ --r'l- tt4~. (list street, nufnber and municipality) Decendent, then '-~ CO/ years of ag~ died _~- _6'~- 0 ~ , 19. ., Decendent at death owned property with estimated values as folllows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: Petitioner after a proper search ha__ the following spouse (if any) and heirs: ascertained that decedent left no will and was survived by Relationship Residence THEREFORE, petitioner(s) respectfully request(s) the grant of letters of administration in the appropriate form to the undersigned. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF (! U m ~;~t._/¥txd lb 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 representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or alfirmed and subscribed before me this Z~_ day of ~L'L~[' -k'-''~'' '-ORegister L Estate of , Deceased GRANT OF LETTERS OF ADMINISTRATION __, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that is/~r.e entitled to Letters of Administration, and in accord with such finding, Letters of Administration are hereby granted in the estate of W i ~u, i ~ l).,.~ ECAc-EI~x FEES ~ Letters of Administration ..... $ i , O0 Short Certificates(2) .......... $. L0. GO ...... &fi5°' s TOTAL $~.~, 0 ~) Filed . .Q..'.c~,.~..'. ~.,~ ....... A.D.-.I&~ Register of Wills ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE gl -O$-'Tgg, 105.905MS REV.(09/01) This is to certify that this is a true copy of the record which is on file in the Pen'nsytvania Diviii0n of Vital Records in 'ak~ordahce' with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. Robert S.(Zim4nerman, Jr., MPH Secretary of Health 0203977 No. Charles Hardester State Registrar O.CT 0 8 2002 Date PERMANENT COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH ,, VITAL RECORDS CERTIFICATE OF DEATH ~" W'll"O~ ~ Gee~ed ,'- M J'. 204 -- 14 -- 3108 [*-9/5/2002 ~,. 8 ] , , ; I' 5/16/ ~ ~r~d _ I&outh ~[8~eton ~. ~re .~lth ~ter J,~'~-' J,. ~te ..... ._ 9 ,.. 51 Gr~field Dri~ I~ ,~_ .. ~rllsle, PA 17013 [-~ ~rl~d ~, ~ ~.~ William C. Becker, Sr. ,, Luella - Naftzinger Ruth F. Becker 1~51 Greenfield Drive, Carqis]e, PA 17013 ~[~ c.....~.f-I ..,,,om~o.,~s~.['-I ~.~,.~,1 I~t~:~°~'~'~'~'~"~c~"~'c~"~'~o,o~P~ IL~-~.ma,.Z~,C~, IS- p -, ...... I Berks County, PA .O,,t 9/9/2002 [,,..t. au± s t~moxe) t~meteryl,,, Windsor Twp. , c~ ~' Im FD 0126~ r, / · ~Dainq Brothers Funeral Hcme, Carlisle, PA 17013 I CERTIFICATION OF NOTICE _UND_ER RULE 5.6(&) Name of Decedent: Date of Death: File No.: William D. Becker September 5, 2002 21-03-0782 To the Register: I certify that notice of 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 January /S-, 2004. NAme Address Ruth F. Becker 51 Greenfield Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) . ,-'7 . ....... / cory J/ SnOok, Esquire Counsel fo~Personal Representative GATES, HALBRUNER & HATCH, P.C. 1013 Mumma Road, Suite 100 Lemoyne, PA 17043 (717) 731-9600 Dated: January /,~ , 2004 REV- 1500~E~,;6-00)" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISBURG, PA 17128-0601 REV-1500, INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICtN_ USE ONLY UJ I&l ~ ~-o 3: OO Il. z O Q. 8 Z 0 X I-.- Dt=C~uEN'PS NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ecker, W:[llia.at D. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 09/05/2002 I 5/1611924 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Becker, Ruth F. I X l 1. Original Return I I 2. Supplemental Return FILE NUMBER 21 -- 2003 COUNW CODE YE~ 0782 ['---~ 4. Limited Estate ~'-'] 6. Decedent Died Testate (Attach copy of Will) ~'~9. Litigation Proceeds Received NUMBER SOCIAL SECURrTY NUMBER 204,-14-3108 THiS RETURN MUST BE FILED IN DUPLICATE WITH THE REG!$TER OF W'H_-~ SOCIAL SECURITY NUMBER I J 3. Remainder Return (date of death prior to 12-13-82) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Cory J. Snook, Esquire FIRM NAME (If Applicabla) 1013 Mumma Road, Suite 100 Gates, Halbruner & Hatch, P.C.' Lemoyne, PA 17043 TELEPHONE NUMBER (717) 731-9606 ~-'~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Retum Required '---]7. Decedent Maintained a Living Trust (Attach copy oi' Trust) 8. Total Number of Safe Deposit Boxes ~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) r~ 11. Election to tax under Sec. 9113(A) (A,ach Sch O) (8) 0.00 (11) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 (12) (13) (14) 0.00 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnemhip or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. JR 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 E~peoses & Administrative Costs (Schedule H) (9) 0. Debts of Decedent, Mortgage Liabil[ties,& Liens (Schedulel) (10) 1. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject toTax (Line 12 minus Line 13) 0o00 0o00 0.00 0.00 0o00 SEE Ih~ t HUCTIONS ON REVER~E SIDE FOR APPUCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0.0 0 x .00., (15) 16. Amount of Line 14 taxable at lineal rate 0 o 0 0 x .04 5 (16) 17. Amount of Line 14 taxable at sibling rate 0.0 0 x .12 (17) 18. Amount of Line 14 taxable at collateral rate 0.0 0 x .15 (18) 19. Tax Due (19) 20. 0.00 0.00 0o00 > > BE SURE TO ANSWER ALL QUE. S¥iONS ON REVERSE SIDE AND RECHECK MATH < < 2W4645 1,000 D~cede~'s_ Complete Address: /STRE~ADDRESS ManorCare Health Center 940 Walnut Bottom Road Carlisle ziP 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 0.00 0.00 0.00 ISTA'rE PA 0) 0o00 Total Credits (A + B + C) (2) 0.00 0.00 0.00 Total Interest/Penalty (D + E) 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 (3) (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) 0.00 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Pa to: REGISTER OF WILLS, AGENT (5B) 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; ....................... ~ r-~ b. retain the right to designate who shall use the property transferred or its income; ......... r'~ ~ c. retain a reversionary interest; or . .... ~ ' ~ ......................... ~ r~ d. receive the promise for life of either payments, benefits or care? ................. ~ r~ 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ [--] r~ 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 desionation? ................................ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to lhe best of my knowledge and belief, it is true, corr~'t and complete. Declaration of preparer other than the personal representative is based on all inl0~mation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS.~.orCar. Health Center 9,0 Walnut Bo=tom 'R0~~ Carlisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE !/l l v DATE 1013 Mumma Rd., Suite 100, Lemoyne, PA 17043 For dates of death on or after, Jly 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. § 9916 (a) (1.1) (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 stepparsnt 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 wfth the decedent, whether by blood or adoption. 2W4646 1.000 LOWELL R. GATES Also Admitted to Massachusetts Bar MARK E. HALBRUNER Also Admitted to New Jersey Bar CRAIG A. HATCH CORY J. SNOOK ALBERT N. PETERLIN Also Admitted to Maryland Bar STACEY L NACE Paralegal/Oftice Manager TRACI L. SEPKOVIC Paralegal VALERIE LONG Paralegal LAW OFFICES OF GATES HALBRUNER S -HATCH P.C. 1013 MUMMA ROAD · SUITE 100 · LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 · FAX: (717) 731-9627 January 29, 2004 BRANCH OFFICES: 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN, PA 17044 (717) 248-6909 2917 NORTH FRONT STREET, SUITE 302 HARRISBURG, PA 17110 (717} 731-9600 WEB SITE: www. GatesLawFirm.com CORRESPONDENCE ADDRESS: Lemoyne Office PA Department of Revenue Bureau of Individual Taxes Department 280601 Harrisburg, PA 17128-0601 RE: Estate of William D. Becker Date of Death: September 5, 2002 Social Security No.: 204-14-3108 Estate No. 21-03-0782 Dear Sir or Madam: I am writing to you regarding the Estate of William D. Becker. My client, Ruth F. Becker, was told by a third party that she needed to open an estate for her husband in order to obtain proof of his death to pay a bill. Mr. Becker died owning no assets; therefore, it was not necessary to open an estate for him. Because Ms. Becker proceeded with opening the estate, my office is filing the attached Pennsylvania inheritance tax return. Please contact my office if you have any questions. Sincerely, cc: Ruth F. Becker LOWELL R. GATES Also Admitted to Massachusetts Bar MARK E. HALBRUNER Also Admitted to New Jersey Bar CRAIG A. HATCH CORY J. SNOOK ALBERT N. PETERLIN Also Admitted to Maryland Bar STACEY L NACE Parategal/Office Manager TRACI L. SEPKOVIC Paralegal VALERIE LONG Paralegal PA Department of Revenue Bureau of Individual Taxes Department 280601 Harrisburg, PA 17128-0601 LAW OFFICES OF GATES HALBRUNER -HATCH P.C. 1013 MUMMA ROAD · SUITE 100 · LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 · FAX.' (717) 731-9627 January29,2004 COPY BRANCH OFFICES: 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN, PA 17044 (717) 248-6909 2917 NORTH FRONT STREET, SUITE 302 HARRISBURG, PA 17110 (717) 731-9600 WEB SITE: www. GatesLawFirm.com CORRESPONDENCE ADDRESS: Lemoyne Office RE: Estate of William D. Becker Date of Death: September 5, 2002 Social Security No.: 204-14-3108 Estate No. 21-03-0782 Dear Sir or Madam: I am writing to you regarding the Estate of William D. Becker. My client, Ruth F. Becker, was told by a third party that she needed to open an estate for her husband in order to obtain proof of his death to pay a bill. Mr. Becker died owning no assets; therefore, it was not necessary to open an estate for him. Because Ms. Becker proceeded with opening the estate, my office is filing the attached Pennsylvania inheritance tax return. Please contact my office if you have any questions. cc: Ruth F: Becker Sincerely, Register of Wills Pennsylvania Cumberland' County, INVENTORY Estate of William D. Becker also known as ·Deceased No. 21-03-0782 Date of Death September 5, 2002 Social Security No. 204-14-3108 Ruth F. Becker, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include ail of the personal assets wherever si(ustc and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania exoept that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are mede subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: ANtetr~ren;;: Cory J. Snook, Esquire '~'k~_. ' ~,~ ~.D. No.: Ruth F. Backer Address: Gates, Halbruner&Hatch, P.C. Dated // ,/¢/ 0~ 1013 Mumma Rd., Ste. 100, Lemoyne, PA 17043 Telephone: (717) 731-9600 ' RW-8 Description none Total: 0.00 Value (Attach Additional Sheets if necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Name of Decedent: Date of Death: Will No. ~ ] - To the Register: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) ~ ~'~"- Admin. No. I certify that notice of (beneficial interest) estate adminlstratiop required by Rule 5.6(a) of the Orp ans' served on or mailed to the following beneficiaries of the above-captioned estate on ./~a,~')&~,/E9. Court Rules was Name Address ' d - / '~d~7-~ : Notice has now been given to all persons entitled thereto under Rule 5.6(a) except _~,o'. 5r-,~ Date: Signature Address ~.~]// ,~,/,_~.~:~ e.l/i elephone 7/? Capacity: ~Personal Representative ~.Counsel for personal representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA I7128-060I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CORY J SNOOK ESQ GATES ETAL 1015 MUMMA RD STE 100 ~?. ~,::,'~ : .; DATE 05-22-2004 ,, ~.~ ~ ~:', ESTATE OF BECKER DATE OF DEATH 09-05-2002 FILE NUMBER 21 05-0782 '04 19 H1:42COUNTY CUMBERLAND ACN 101 Amount Remitted WILLIAM D MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA I7015 CUT ALONg THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP CO1-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BECKER WILLIAM D FILE NO. 21 05-0782 ACN 101 DATE 05-22-200~ TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) C1) 2. Stocks and Bonds (Schedule B) C2) $. Closely Held Stock/Partnership Interest CSchedule C) CS) 4. Mortgages/Notes Receivable CSchedule D) C4) 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) &. Jointly Owned Property (Schedule F) (6) 7. Transfers CSchedule G) C7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) lO. Debts/Mortgage Liabilities/Liens CSchedule I) CIO) 11. Total Deductions 12. Net Value of Tax Return 15. 14. Charitable/Governmental Bequests; Non-elected 9115 Trusts CSchedule J) Net Value of Estate Sub3ect to Tax .00 .00 .00 .00 .00 .00 .00 .00 C8) NOTE: To insure proper credit to your account, submit the upper port/on of this form w/th Your tax payment. .00 .00 .00 .00 .00 Cll) C123 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will ASSESSMENT OF TAX: 15. Amount of L/ne 14 at Spousal rate C15) 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 17. Amount of L/ne 14 at Sibling rate C17) 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 19. Pr/nc/pal Tax Due TAX CREDITS: PAYMENT DATE RECEIP1 NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) · O0 x O0 = . O0 · 00 X 045 = .00 . O0 x 12 = . O0 · O0 x 15 = . O0 C19)= · O0 AMOUNT PAID IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .°°I .00 .00 .00 C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) reflect figures that include the total of ALL returns assessed to date· PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY UNTIL COMPLETION. Name of Decedent: Date of Death: Will No.: S TA TUS REPORT UNDER RULE 6.12 William D. Becker September 5, 2002 21-03-0782 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes o If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? No Bo The separate Orphans' Court No. (if any) for the personal representative's account is: None Co Did the personal representative state an account informally to the parties in interest? Yes Do Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: March 23, 2004 Cory J./$/nook~quir~ _--< ':: PA I.D.~ # 85~r~4 ~' ~ GATES, HALBRUNER & HA~H, P.C. 1013 Mumma Road, Suite 100 Lemoyne, PA 17043 :~ (717) 731-9600 ~ Capacity: Counsel for Personal Representative