The URL can be used to link to this page

Home My WebLink About02-0589PETITION FOR GRANT OF LETTERS Estate of Edgar L Beitzel No. ~ ~-Da~J ~~ also known as Deceased Social Security No.204-01-4787 Vivian G. Beitzel Petitioner(s), who is/are 18 years of age or older, apply)ies) for (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix named in the Last Will of the Decedent, dated 6113186 and codicil(s) dated none 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 incapacitated: B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (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 424 West Main Street Mechanicsburg Borough Pennsylvania (list street, number and municipality) Decedent, then 83 years of age, died March 5 , 2002 , at Thornwald Home Carlisle, PA (Location) Decedent at death owned property with estimated values as follows: 10,000.00 (if domiciled in PA All personal property ......................................... $ (if not domiciled in PA (if not domiciled in PA Personal property in Pennsylvania .................... Personal property in County .............................. Value of real estate in Pennsylvania ....................................................................................... Total ..................................................................................................................... $ 10,000.00 Real Estate situated as follows: none 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 tF,o ~nmm~riata form to the underSloned: Signature Typed or printed name and residence ' Vivian G. Beitzel 424 West Main Street Mechanicsbur PA 17055 o~ni 1 _ n , Oath of Personal Representative Commonwealth of Pennsylvania COUnty Of Cumberland The Petitioner(s) above-named swear(s) and 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 Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this 12th day of June 2002 ~f~`~?~~d~_ Mary Lewis ~~i. DECREE OF REGIST Estate of Edgar L. Beitzel Deceased also known as No. 21-2002-589 Social Security No: 204-01-4787 Date of Death: 315/02 AND NOW, June 25th 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ^ of Administration ((c.t.a., d.b.n.c.t.; pendente life; durante absentia; durante minoriate) are hereby granted to Vivian G. Beitzel in the above estate and that the instrument(s), if any, dated~une 13, 1986 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters ................................. Short Certificates(s) ....11......, Renunciation .......................... Extra Pages (2 ) ............... I . T. R ................................... JCP Fee Inventory Other ..... $ 40.00 $ 66.00 $ 6.00 $ 5.Ou TOTAL .............................$ 117.00 PUT LErI'i'I;RS IF A'I'i'OF2NEY FILE Attorney: Murrel R. Walters, III I.D. No: 24849 Address: 54 East Main Street Mechanicsburg PA 17055 Telephone : 717-697-4650 DATE FILED: June 25th, 2002 IUh.81i~ hh:A"9!gri This is to certify that the information here given is correctly copied from an original certificate of death dt}ly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8066776 ~~~. NtOS.;IJ Rev 2'87 srPE/PRmr IN PE RMANE. BLACK 1I/ `) ) .r ~ ~I i ~~srr L~Lk~~ ~ ~ Local Kegistrar ~ nate COMMONWEALTN OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH T -_ ~ ~ SE% $(,GIAL SECURITY NUMBER DATE OF DEATN,MGnlnfley r.ari gar L. Weitzel , Male 204 - 01 - 4787 Mar h 5 2 a. c _. -_ , 002 AGE (1 ev HvVVIaYI UNDER 1 YFAR UNDER I DAY PATE OF BIRTH BWTNPLACE'Cay xA PLACE OF DEQNICKr pay ma ruclnam user mtlal --"- say irsl ___ __ ____ Mpane a Daya Lloure • MxuAN ~ManN DaV Harl SMlep Fpaq~Cavxryl NOSPITAL: -- _-- ---._.__ -._ __._- OTEIER: - __. _ Cumbe and C 1l rl lhns. oe IripauerN ^ ERIpApallen ^ DDA ^ , ® R 83 Yn' : ] 1 2/08/1 918 . T ewmn4 LJ Y. ~..taa.uyl l S COUNTY OF DERH CRY, BORO. iWP OF DEATH FACILRY NAME III rap ~nsertava.. qwe drew aryl pmnp~ VMS D ECEDEM OF HISPANIC OAIG Wt RACE - Amar¢an Iraun. tllacs WnM su s,.~ s , Ny[tA Yp^Myaa. lpacly CuWn, ISpeceYl - Ctiunberland Carlisl h l « e T ornwa p d Home ~.P~.RK.,,..b White w . .. Io. __ DECEDEM'S USUAL OCCUPATION qNO OF BUSINESSIINWSTRY VMS DECEDENT EVER~N DECEDENT'S EDlICR10N MARIULSWUS~MvnW SURVIVING SPOUSE IGna xuYl d wpx done furnngg nioY U.S. MMED FORCES. n ad N•Yyy Map,p yy~~ C CMe9a Drvorc.e (SI>ftM al .+e. q,ue nwa>r,~ namal d wrxinV W; m nn Use reYeU 1 YN ~ No ^ EMmenurY/`~tlnUMY ,,. Ca rater I,0. Construction IPIT 1,.«s.I Married ']' '_ 8 ,.. „Vivian Getz OCCCOE::T'.'.M7.iLI1:GA^..:.:.ESS 15irew ,yr CiYi ~uwn ZV CuUai OECEDEFiT'S . . . __-___ ACTUAL 17a. slat. Pennsylvania a 17 ^ .. c. d . mc.,.r„x,,., in_ 424 West Main Street RESIDENCE yopNtl ----.-.-- -______n.P ($ee,rvYruClOna aN ~. Mechanicsburg PA. 17055 UnUlnwsael I 'x y " O O Y , Cumberland °""° P ° ii in1 in° Mechanicsbur Ia Ih. cw,n,y na.($ wNtll ac,uM tmN d 4 1yAwrn FATHER'S NAME IFva. M Was. Lavl MOTHER'S NAME IFesl. Mvxfe. MatlM swnamel - ,E_ Harry E. Weitzel ,o. Mabel Mentzer INFORMANT'S NAME (TypeNrw) INFORMANT'S HARPED ADDRESS IstrM. Cey/Town. SWa. Zip Codel -__ _-___.____ ]p.. Vivian Weitzel METI,OD OF DISPOSITION DATE Of OISPOSITgN ]py, 424 West Main Street Mechanicsbur PA. 17055 PIACE OF pSPOSRION-NMM W Camwyry, Cramabry LOCRION - CAyI6wI, SMI1. Zp CaW - -_ &aiel® CremMOn^ R yYem $IMa^ IMOnm. DyY. Pearl pD,lW Plan nmwarr^ Ollwr lSPechl ^ ._,._ „n,March 8, 2002 „,Mechanicsburg Cemetery „d-Mechanicsburg, PA. 17055 ' _ SIGNATURE OF FUNEMLSER LICE~EE OR PERSON ACTING AS SUCH LICENSE NUMSER NAME ANp ApORESSOF FACLLIry ~1 ZZl FunPrL,a1 HCRIE __~ - ~~-~/1 FD 011667-L g M k l _ :3e. ,x. ar et P aza Wa Mechanicsbur PA. 17055 Cpr~paw Gems 2]ac oN wean i y W Uaw d my xrowNrdga, ma n occwrW a11M xme. Gale aM pace styled. -- - ---- unysrun n nd avaeaGq a trine d male Io LICENSE NUMBER DIPE SIGEIEO we anU T 1 'n n canny cause of daaN MpMI. DaY. year _ i ~ v f ' ~ ]]e. G l.l k. ~LN Y . ]w. ]x. 3 :) ~, ~ owns 2a lB m M uy COnpWadW TWE dF DE DATE PRONOUN ED AD IMUnm, Day. Pearl VMSCASE REFERRED TO MEDICAL E%AMINEELCORONERi -_-~ parson wM pronplncN maN. 37 PMT E l W ~ bsaaMS, vyur~ CdrlpYCMprp wnicll raUSM 1 main Do rap adw IM mom of W , a n as cardMC w resprtamry anesl, slack p Man hEwa. , Approamab PART 4: Odlx algMCMa cprldalorle cnnU-0ulug to msln ow pne taus. pn • ~ tlyelvil GMMNn rol ryf1ltrq h tlly Ul,dad/oa, cAUb even n PMT I RWEDIATE CAUSE (Fna1 i ~•' illd maM Juaaaep ~w,mnn A~1~~ `AS.~ reaJlrg n Ueanl -• ~ Era} a. _ DUE TD TOR ASA CONSEWENCE OFT: -..-___. , Sgwruuay M [w161iorq D. A any I••d+q b ermlaAMe OUE 101OR AS A CONSEQUENCE [XT. , r...s• Epr UNOERLYMq , CAUSE ILxsuaNa vyvy c. I • tlw vMrateU a.wvs DUE IOIOR A$ACONSEOUENCE OFI _t - -- caAvwn.IeayrILAST 1 a _ M/AS AN AUTOPSY WERE AUTOPSY FINOBIGS MANNER OF DEATH GATE OFINJURY TIME Of IN.IURY INJURY AT NOHK7 DESCRIBE IIO1N INJURY OCCURRED-- PERFORMEDi MMILABLE PE,gi, l0 IMmm. Day. wearl COMPLE7gN Oi CAUSE OF DEIVH7 Na,wal ~ Hpm¢im ^ YN ^ No^ ^ Accrmrll PenWnV lnwMgalan ^ tt YYe ~. ~ No~ YN ^ NO ^ Swam ^ L.OU1d nd Oa mlemm~eU ~-1 FACE OF INJURY-Al none. Iarm~LrM.tapory, olllty M ]a LOCATION IStreel. CAy/Ipwr.SMtal - _.- - --. ... WVrlirg alt ISpecJVl ]N. ]10. ]f. ,py ,q CERTIFIER ICnecx pvy mel SIGNAT AND TITLE ERTIFIER 'CERTIFYBEG PHYSICIANIPnYSCVSn cpxryuq caesepmatn..nen anpnw Wvsawn nas {aGIM1UhlV Jear ., t I 1J ~ Q`f1~ To IM Oeel of mY knorMdpa, me,n axurryd dne b Me cauNlal and manner N aMlad - .. .. ^ ~ _ '{~.~.~. '~ .. . ...... .. .... 710. ...___~yy~/// __ LICENSE NUMBER DATE SIGNEUIM I r r~~~~l 'PRONOUNCING AND CERTIFYING PHYSICIAN IPnysrian lwn w~nJU~K nq Uealn a~ U col ly~nq to cause of . `~ fu lna oea, al myxmw4d9e, mam occw.ad al tlM Um., Uale arM Plata aM due to lM Cauaalal arW manner as Naled ...... ]IC. ~~ 4 ~V ~ ` ( ~ ],d MI~vZY. `r 1 ~",:•ta C NAME AND ADDRESS OF PERSON WNO COMPLETED CAUSE OF DEAiN Ilem 27 T 'MEDICAL EAAMINER/C0110NER I 1 YDe p(a~,Prlnl n 11 ( ~ Y~ ~ l ~ • v r p L" ~~,a~l/y..~ l/' On Inc basis o/ eaaminMlon and/or inv ll lw i i i ~a o ~' ga ea n, n my op n on, deyln occurred al In<Iime, dale, and place, and due Io Inc causels) aIW J 'Iamanner aA alaled_.......... .............._..................................... _.................. ^ ]]. ~~0 wZti huh /~~ ~7 Cer {.~L~ ~1 ---- - ---- - - S N A TU FG STZA S R~E AN ILG O/ /N/1UMB~~ ~~ ,(( / ~~(} 1 / `~ I ~ ~ ~ ~ ~ ----- DATE FILEOIMOr un D y. Y eel ~/ ~ a / J / 7 ~ ~ / / ~ ~,/ 1.. _! IL~L~- 7 .~ ]] -? KiviK-i L/l.i ~/u-C,I E/ /~.C.E~-- -_-- N K y /ny~~ / n N. ~~il li~ - / y ~ t!L' i1'Li v ,~ 21-2002-589 LAST 'vJILL A~,'D TESTAMENT Or EDGAR L. BEITZk;L I, EDGAR L. BEITZEL, of the Borough of Mechanicsburg, Gou_nty of Cumberland and State of Pennsylvania, being of sound and disposir_~g mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can be conveniently done. 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my wife, VIVIAN G. B~:ITZEL, absolutely and unconditionally. ~• In the event that my wife, VIVIAN G. BEITZEL, should predecease me, or should she die at about the same time as I do, such as in an accident common to both of us, then ir. such. event, I give, devise and bequeath my entire estate, of whatsoever nature and wheresoever the same may be situate, to my two (2) children, to wit, my son GREGORY K. BETTZEL, and my daughter, JUDTTH A. ~C~V%:~'r~t4t -1- ., share and share alike, per stirpes. LASTLY, T nominate, constitute and appoint my wife, VIVIAN G. BEITZEL, Executrix of this my Last `wrill and Testament, and in the event that my said wife should predecease me, or should she be unable or unwilling to serve in such capacity for any reason, then in such event, I nominate, constitute and ap~~oint rr_y son, GREGORY K. BEITZEL, Executor of this my Last ti^dill and Testament, in her place and stead. ITS WETNESS WHEREOF, I have hereunto set my hand and seal this ~~ ~~ day of June, A. D., 1986. (SEAL) -2- Signed, sealed, published and declared by the above named, EDGAR L. BEITZEL, as and for his Last Will and Testament, in the presence of us, who have subscribed our names hereto as witnesses, at the request of said testator, in his presence and in the presence of each other. -3- 21-2002-589 OATH OF NON-SUBSCRIBING WITNESS GREGORY K. BEITZEL (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that he is familiar with the signatur~ DGAR L. BEITZEL , testat or of (one of the su~ bing witnesses to) the will presented herewith and that he believes the signature on the will is in the handwriting of EdgarL. Beitzel to the best of his knowled e and elief. Sworn to or affirmed and sub- '-~ ~.~ `~~ scribed before me this 12thciay of (Name) 424 West Main Street June 2002 For the Register Mary C . ~ev~~is Mechanicsburg PA 17055 (Address) (Name) (Address) OATH OF SUBSCRIBING WITNESS Estate of EDGAR L. BEITZEL No. 21-2002-589 also known as ,Deceased J. ROBERT STAUFFER (each) a subscribing witness to the^ codicil(s) ^ will(s) presented herewith, (each) duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request oft Testator(rix) in her/his/their presence and in the presence of each other ^ in the presence of the er s bsc~ng witness(e~. Sworn to or affirmed and su before me this ~ ~ c r~ NOTARIAL REAL MURREL R. WALTER ~,~i,,, NOTARY PUBLIC MECHANICSBURGBC1Ri1;;ia~i lwfi(1NTyOFCUMBERLAND (Signatu ~ C M il'~iu ~..~~~ef S Iv?ARCH 21, 2005 official qualified to administer oaths. Show date of arpiration of Notary's commission.) RW-2 / ! (Signatu~' ~n antl Market Streets Mechanicsburg PA 17055 (Address) (Signature) (Address) NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. ~~ Name of Decedent: Date of Death: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) EDGAR L. BEITZEL March 5, 2002 Will No. 2002-00589 To the Register: Admin. No. 21-02-0589 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 June 27, 2002. Name Vivian G. Beitzel Address 424 W. Main Street Mechanicsburg, PA 17C~~ Notice has now been given to all persons entitled ther o unde t: None Date: October 3, 2002 Murrel R. Walters, III, Esquire 54 East Main Street Mechanicsburg, PA 17055 (717) 697-4650 Capacity: Personal Representative X Counsel for personal representative REV. 15t)O EX + ~6-00} I-- Z UJ LU LU I,LI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDEN'PS NAME (LAST, FIRST, AND MIDDLE INITIAL BEITZEL; EDGAR L. REV-1500 INHEEITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 '1 -0 2 0 5 8 9 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 2 0 4- 0 I - 4 7 8 7 DATE OF DEATH (MM-DB-Year) DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 03/0512002 12/08/19'18 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BEITZEL, VIVIAN G. r~l. Original Return D4. Limited Estate ~-]6. Decedent Died Testate (Attach copy of Will) []9. Litigation Proceeds Received D2. Supplemental Return D4a. Future Interest Compromise (date of death after 12-12-82) D7. Decedent Maintained a Living Trust (Attach copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. RemainderRetum (dateofdeathpriorlo12-13-82) 1'~5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes I'~i11. Election to tax under Sec. 9113(A) (Attach Sch O) I- Z Lu z 0 n U.I 0 U.I Z 0 THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS NAME MURREL R. WALTERS III ESQ. FIRM NAME (If Applicable) TELEPHONENUMBER 717/6974650 54EAST MAIN STREET MECHANICSBURG PA 17055 9. (9) 10. (10) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 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 (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) O Separate Billing Requested 7. Inter-Vivos Transfers & Miscella.heous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11) 12;800.00 OFFICIAL USE ONLY (8) 13F109.00 (11) (12) (13) 12;800.00 13~109.00 -309.00 -309.00 14. Net Value Subject to Tax (Line* 12 minus Line 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 __ (16) 16. Amount of Line 14 taxable at lineal rate X ~ (16) i 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) 20. > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < REV-I~ EX +/6-00) Z X COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) BEITZEL~ EDGAR L. DATE OF DEATH (MM-DD-Year) I DATE OF BIRTH (MM-DD-Year) O310512OO2 I 12/O811918 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 2 t -0 2 0 5 8 9 COUNTY COOE YEAR NUMBER SOCIAL SECURITY NUMBER 2 0 4- 0 I - 4 7 8 7 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS BEITZEL, VlVlAN G. ~-11. Odginal Return [~4. Limited Estate r~6. Decedent Died Testate (Attach copy of Will) [~]9. Litigation Proceeds Received i~2, Supplemental Retum r'-] 4a. Future Interest Compromise (date of death after 12-12-82) r-'~ 7. Decedent Maintained a Living Trust (Attach copy o~'Trust) [~10. Spousal Poverty Credit (date of death bebveen 12.31.91 and 1-1-95) D3. Remainder Return (date of death pdor to 12-13-82) D5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes r"-~ 11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS NAME MURREL R. WALTERS III ESQ. FIRM NAME (If Applicable) TELEPHONE NUMBER 71716974650 54 EAST MAIN STREET MECHANICSBURG PA 17055 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Pa~erehip 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) O Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaheous 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. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 127800.00 OFFICIAL USE ONLY (8) 13~109.00 (11) (12) (13) 12~800,00 13~109.00 -309.00 -309.00 14. Net Value Subject to Tax (Line' 12 minus Line 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 ~ (15) 16. Amount of Line 14 taxable at lineal rate X ~ (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) 20. E~] · > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Deced6nt's Complete Address: I ~TREET ADDRESS 424 WEST MAIN STREET CITY I STATE I ZIP MECHANICSBURG PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) 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) 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. (SD) 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 declare that I have examined this return, including accompanying schedules and statements, and to the pest of rny knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE O,F P~ERSON RESPONSIBLE FOR FILING RETURN / ADDRESS VIVIAN G. BEITZEL/ g / 424 W~EST,~AIN ,,~'I~Fj;~I'[, I~NICSBURG SIGNATURE OF PREPA~E(~/rHER URGE,. R.'WALTE~S I,I ESQ 54 EAST MAIN STREET~ MECHANICSBURG DATE PA 17055 DATE PA 17055 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. REV-1503 EX* (1-~?) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF ~ BEITZEL. EDGAR L. All property jointly.owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 12,800.00 TEXTRON 320 SHARES COMMON @ $40. TOTAL (Also enter on line 2, Recapitulation) $ 12;800.00 (If more space is needed, insert additional sheets of the same size) REV'1551EX + (1~J7) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER I~EITZEL, ED(~AR ~,, ;~1 02 Debts of decedent must be reported on Schedule I, 05~9 ITEM NUMBER DESCRIPTION AMOUNT 2 3 4 5 FUNERAL EXPENSES: MALPEZZI FUNERAL HOME MECHANICSBURG, PA GRACE UNITED METHODIST CHURCH FUNERAL LUNCHEON MINDY KITZIG ORGANIST TIMOTHY BEITZEL SOLOIST MECHANICSBURG CEMETARY GRAVE OPENING ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) C(~mmission Paid: Attorney Fees MURREL R. WALTERS III ESQ Family Exemption: (!f decedent's address is not the same as claimant's, attach explanation) Claimant .' VIVIAN G. BEITZEL Zip Street Address 424 WEST MAIN STREET City MECHANICSBURG Relationship of Claimant to Decedent WIFE Probate Fees REGISTER OF WILLS CUMBERLAND COUNTY Accountant's Fees Tax Return Preparers Fees State PA Zip 17055 TOTAL (Also enter on line 9, Recapitulation) $ 8,239.00 250.00 50.00 50.00 645.00 250.00 3,500.00 125.00 13;109.00 (If more space is needed, insert additional sheets of the same size) REV-1513 EX~ + (9-nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF BEITZEL EDGAR L. NUMBER II. FILE NUMBER 21 0~ NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] VIVIAN G, BEITZEL 424 WEST MAIN STREET MECHANICSBURG, PA 17055 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) SURVIVING SPOUSE Q~ AMOUNT ORSHARE OF ESTATE 1oo% 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 ii - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVZSTON DEPT. 280601 HARRTSBURI;, PA 17128-0601 HURREL R WALTERS III ESQ 54 E HAIN ST HECHANICSBURG PA 17055 CONHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX DATE 06-14-2004 ESTATE OF BEITZEL DATE OF DEATH 05-05-2002 FILE NUNBER 21 02-0589 COUNTY CUHBERLAND ACN 101 Aeoun'l; Reei~ted REV-/$¢? EX &FP EDGAR L HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WTLLS CUHBERLAND CO COURT HOUSE CARLISLE, PA CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03} NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF BETTZEL EDGAR L FILE NO. 21 02-0589 ACN 101 DATE 06-14-2004 TAX RETURN gAS: [ X) ACCEPTED AS FILED { ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Hold Stock/Partnership Interest (Schedule C) ~. Hortgages/Notes Receivable (Schedule D) (~) 5. Cash/Bank Deposits/N/sc. Personal Proper~y (Schedule E) (5) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXENPTZONS: 9 FunaraZ Expenses/Adm. Costs/N/sc. Expenses (Schedule H) (9) 10 Debts/Nortgage L/ab/1/t/es/L/ens (Schedule I) 11 Total Deduc*/ons 12 Net Value of Tax Return 0O 12~800.00 O0 O0 O0 O0 O0 (8) 13,109.00 (10) .00 NOTE: To /nsure propor crod/t ~o your account, subm/~ the upper port/on of ~h/s form w/th your ~ax payment. NOTE: ASSESSHENT OF TAX.' 1.;. Amount of L/no 1~ at Spousal rate 16. Amount: of L/ne 1~ taxable at L/noel/Class A rate 17. Amount of L/ne lfi at S/bling rate 18. Amount of Line lfi taxable a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDITS: PAYH~NT ~C~1~ DATE NUHBER 12,800.00 (11) IS.10q.00 (12) $09.00- Char/table/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (13) .00 Net Value of Esta~:o Sub,oct to Tax (lq) ~09.00- :;f an assessment ~as issued previously, 1lees 14, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that lnclude the total of ALL returns assessed to date. (L$) .00 x O0 = .00 (16) .00 x 045= .00 (17) . O0 x 12 = .00 (lB) .00 x 15 = .00 (19)= . O0 ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .0O .00 .00 .00 ANOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT ZS REQUIRED. IF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUEI~7 A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 INHERITANCE TAX HARRISBURG, PA 17128-06D1 STATEMENT O F ACCOUNT REY-1607 E% ~FP (O1-R3) DATE 06-14-2004 ESTATE OF HINKEL JEANNETTE B DATE OF DEATH 06-17-2003 FILE NUMBER 21 03-0589 COUNTY CUMBERLAND ROBERT R BLACK ESQ ACN 101 LANDIS & BLACK Amount Remitted 36 S HANOVER ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ___~______________________ --------------------------------- ----------------------------- REV-1607 EX AFP (01-03) ~** INHERITANCE TAX STATEMENT OF ACCOU *** ESTATE OF HINKEL JEANNETTE B FILE N0. 21 03-0589 ACN 101 DATE 06-14-2004 ISIA SUMMARYNOFITHERPRINCIPAL TAXIDUE,FAPPLICATIONTOFTALLSPAYMENTSSTTHE CURRENT BALANCEEDANDTAIF•APPLICABLEO,H A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-03-2004 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) DATE 09-16-2003 CD003020 736.84 05-18-2004 CD003948 78.38- AMOUNT PAID 14,000.00 11,570.81 26,229.27 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER THIS DATE, SEE REVERSE I SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, r~, NO PAYMENT IS REQUIRED. i IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), ~ .,n~~ Mev RF rniF s REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 26,229.27 .00 .00 .00 ~` Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (71 7) 240- 6345 Date: 2/02/2005 WALTERS MURREL RIll 54 E MAIN STREET MECHANICSBURG, PA 17055 RE: Estate of BEITZEL EDGAR L File Number: 2002-00589 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/05/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~:~ REGISTER OF WILLS cc: File Personal Representative(s) Judge uJ Estate of BEITZEL EDGAR L Late of MECHANICSBURG BOROUGH ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-02-00589 Date: 4/08/2005 NO.: 21-02-00589 WALTERS MURREL RIll 54 E MAIN STREET MECHANICSBURG PA 17055 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS I COURT RULE Personal Representative: BEITZEL VIVIAN G Personal Representative Counsel: WALTERS MURREL RIll Date of Decedent's Death: 3/06/2002 Date of Delinquency Notice: 3/05/2005 The undersigned, Glenda Farner Strasbaugh, Clerk of Orhans' Court, in accordance with rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor their counsel, have filed with the Register of Wills or Clerk of Orphans' Court, his/her Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule, and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orhans' Court Rules, was given by the Clerk of Orphans' Court on 3/03/2005 and that the ten (10) day notice to file the status report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or their counsel. cc: File Personal Representative Counsel ~~~ '../ Glenda Farner Strasbaugh Clerk of Orhans' Court A hearing is scheduled for June 03, 2005 at 9:30 AM in Courtroom No. 03. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. uJ PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: EDGAR L. BEITZEL Date of Death: March 5, 2002 Estate No.: 2002-00589 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes )( No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete (date) 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes No K' B. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest: Yes ( No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' ourt and may be attached to this report. I Date: February :14, 2005 MURREL R. WALTERS, III, ESQUIRE 54 East Main Street Mechanicsburg, PA 17055 717-697-4650 Capacity: Personal Representative l.{ Counsel for Personal Representative