HomeMy WebLinkAbout04-0422PETITION FOR PROBATE and GRANT OF LETTERS
also known as
No. ~-~/-t~'- ~/~
To:
Register of Wills for the
, Deceased. ::. County of ~a,a_~-~dk~ ~.o~0in the
Social Security No. / q -~-/¢. - 3~'--~ ' ~ Commonwealth o-f'i:/ennsylv'ania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age gQglde~-t~ ~}~ e~}~t;~_~4_~ named
in the last will of the above decedent, dated .~.> ~ ' x ~_ I. ~S43~-~ ~',19 ~ff'q
and codicil(s) dated ~)'---- ~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in (' t ~-~,~ ¥
· - ~ .- . . - '---~--~ ~ounty, Fenns lvanla
~ last. famfly or ~incipal residence at L~.~ ~l-- ~ ~-~ ,with
(list street, number and muncipality)
Decendent, then ~O years of age, died ~ ~] C ~ O~ ~ , ~'~~
at ~ ~ ,
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: . /~_~ ~
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 property in County $ ,<_~_-.~
Value of real estate in Pennsylvania $
situated as follows: -
WHEREFORE, petitioner(s) respectfu~e_quest(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters !~.%T~ t)~-tJ7~,qV
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA -I
COUNTY OF f as
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 thc knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this ~ ~ 27~/ da,, of
Estate Of g~ ~-~ ' - ~ ~-L ,Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~., I ~.~ a}
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated '-~t ~t~c.-/-- /.L~,~. I~t ~/
described therein be admitted to probate ~d filed of record as the last will of
~d Lette~ ~ f' ~ ....
~e her ~r~~
29/~ in consideration of the petition on
Register
FEES
Probate, Letters, Etc ..........
Short_Certificates( ) ...' .......
~ ................ $_/o.~
$ i~,~c~.
Filed ~~- TOTAL $~2
.........
A'FrORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
ERT. NO.
Name of Decedent
WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF HEALTH VITAL RECORDS
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
T 5655643
'0~ ~?f~ 29
Margaret g. Re i singer
A~p~ril 24, 2004
ba~P"~"~f 4~o, This Certification
Female
Sex
Date of Birth
Place of Death
Nov.
MoS.
SocialSecurityNo. 195-16-3920 DateofDeath
5, 1923 Birthplace Ickesburg, PA
Hershey~Med. Center Dauphin Derry
4-22-2004
Twp. Pennsylvania
White Waitress No
Race .......... Occupation :~cm. ed#~dces? (Yes or No)
Decedent's
Marital Status Divorced Mailing Address Leiby's Parkway, Box 7073 Carlisle
Informant Keith E. Murphy Funeral Director James F. Nickel
Name and Address of
Funeral Establishment Nickel Funeral Home, Loysville, PA 17047
PA 17013
Pad I:
Immediate Cause
Left
(a)
(b)
(c)
Lower LObe
Pneumonia
Interval Between
Onset and Death
Part Ih
(d)
Other Significant Conditions
Manner of Death
Natural
Accident
Suicide ~-~]
Homicide
Pending Investigation
Could not be Determined
Name and Title of Certfier
Describe how injury occurred:
Dennis Johnson
MoD.
Address
M.S. Hershey Medical Center, Hershey, PA 17033
(M.D., D.O., Coroner, M.E.)
7his 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 wilt be forwarded to the
State Vital Records Office for permanent filing. ,~ ,,~
April 24, 2004 1 Barnett St., New Bloomfield, PA 17068
I, MARGARET E. REISINGER, of the Township of Silver
Spring, County of Cumberland and Commonwealth of Pennsylvania,
being of sound and disposing mind, memory and understanding, do
make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void all former wills and
codicils by me at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor or Executors, as the
case may be, hereinafter named, as soon as conveniently may be
done after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated, in equal shares unto my three (3)
sons, namely, ROGER L. MURPHY, KEITH E. MURPHY and KENT B.
REISINGER, share and share alike, absolutely and in fee simple.
LASTLY. I nominate, constitute and appoint my son, namely,
KEITH E. MURPHY, to be the Executor of this, my Last Will and
Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my two (2) sons, namely, ROGER
L. MURPHY and KENT B. REISINGER, to be the Executors hereof,
each and all to serve without bond or other security as a
condition of qualification hereunder.
IN WITNESS WHEREOP. T. MAP~AP~T ~ P~?~T~mD hm,,~
Testament which consists of two (2) typewritten pages to each of
which~._z.I have affixed my signature this /~l day
of~c~.~ A.D., One Thousand Nine Hundred
Eighty-nine
SEAL )
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by MARGARET E. REISINGER, the Testatrix therein named,
as and for her Last Will and Testament, in the presence of us,
who, at her request, in her presence, and in the presence of
each other, have subscribed our nam/~s--~
witnesses hereto.
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, MARGARET E. REISINGER, RICHARD C. SNELBAKER and JANET
M. FORRY, the Testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and executed the instrument as her
Last Will and Testament and that she had signed willingly, and
that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as a
witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
Witness
Subscribed, sworn to and acknowledged before me by MARGARET E.
REISINGER, the Testatrix, and subscribed and sworn to before me
by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses,
this /~6/~ day of ~~ , 1989.
', COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
REISINGER, MARGARET E ·
OFFICIAL USE ONLY
FILE NUMBER
21 -04 0422
C~TY~E YEA~ NUMBER
SOCIAL SECURITY NUMBER
195 - 16 - 3920
Z
III DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
LU April 22, 2004 November 5, 1923 REGISTER OF WILLS
[U (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Q N/A - -
~]1. Odginal Return
1~4. Limited Estate
~'~6. Decedent Died Testate (A~i~ch copy of Will)
[]9, Litigation Proceeds Received
E~2. Supplemental Return
[~4a Future Interest Compromise (da~e of death after 12-12-82)
[~7. Decedent Maintained a Living Trust (A'~ch ~op~, of Tr~st)
[]10. Spousal Poverty Credit {date of death be~een 12~1-91 and 1-1-95)
~]5. Federal Estate Tax Return Required
0 8. Total Number of Safe Deposit Boxes
~111. Election to tax under Sec. 9113(A) (^t~ach Sch O)
NAME
George W. Porter, Esquire
FIRM NAME IIf Applicablel
TELEPHONE NUMBER
717-533-7130
COMPLETE MAILING ADDRESS
909 East Chocolate Avenue
Hershey, PA 17033
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Padnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Sank Deposits & Miscellaneous Personal Properly (5)
(Schedule E)
6, Jointly Owned Property (Schedule F) (6)
[~] Separate Billing Requested
7. Inter-Vivce 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)
0
236.61
0
0
(8)
5~490.11
)FFICl/~j (3~E ONLY
1~136.42
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made {Schedule J)
14~ Net Value Subject to Tax (Line 12 minus Line 13) INSOLVENT ESTATE
(11)
(12)
(13)
(14)
236.61
6.626.53
(6,389.92)
(6,389.92)
SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
15. Amount of Line 14 t~xable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
o
16. Amount of Line 14 taxable at lineal rate
x .0_ (15)
x .0__45 (16)
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
x .12 (17)
x 15 (18)
19. Tax Due (19)
o
0
0
Decedent's Complete Address:
STREETADDRESS
Margaret E. Reisinger
CITY
Lot #40, Leiby's Parkway, Box 7073
Carlisle
I STATE
PA
17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credita (A + B + C ) (2)
3, Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + E ) (3)
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)
(1) 0
o
0
0
0
0
0
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. 'rNJ~i~T.VEHT E STA~E (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
i!1
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 decadent 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 perju~7, I declare that I have examined this return, including accompanying schedules and statemenL% and to the best of my knowledge and belief, it is tree. con-ed and complete.
Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
ADDRESS
1633 East Caracas Avenue, Hershey, PA 17033
SIGNATURE OF PREPARER OTHER THAN REPRESENTAT~'
ADDRESS ~/ -
909 East Chocolate Avenue, Hershey, PA 17033
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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and tiling 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 steppareat 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 RS. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
FILE NUMBER
ESTATE OF
MARGARET E. REISINGER 21-04-0422
Include the proceeds of litigation and the date the proceeds ~vere received by the e~tate. AIl property jointly-owned with the right of su~o~h must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
'1.
PNC Bank - checking account #5003633439
Refund - Comcast
Mobile Home - sold for $1.00 (See attached letter an(
receipt.)
Refund - Agway Petroleum
Refund - Leiby's Trailer Park, security deposit.
TOTAL (Also enter on line 5, Recapitulation
111.06
59.35
1.00
55.20
10.00
$ 236.61
(if more space is needed, inse[t additional sheets of the same size)
at Law
909 Eost Ob~colate Aven~e
Hershey, Pen~ylvan~ 17033
I.D. ~42752
FAX (717) 533-9209
ESTATE OF MARGARET E. REISINGER File No.
Re: Mobile Home - 1968 Beverly Serial 99119
21-04-0422
TO WHOM IT MAY CONCERN:
The above-described Mobile Home was purchased March 28, 1968
for $3,709.70. The executor, Keith E. Murphy, having
received a quotation of $1,000 due and payable for the removal
of the mobile home from the Leiby Trailer Park, transferred
the said mobile home to a resident of the said trailer park
for $1.00. Copies of the original purchase receipt and the
receipt for the disposal of the mobile home are attached
hereto.
Ge o~r ~g e~.~p c/~t ~n s e 1
for the Estate of
Margaret E. Reisinger
Date:
4/30/04
Lot #40
Serial #9119
1968 Beverly (12'X44')
Keith Eugene Murphy (SELLER) and P.O.A. for the estate of Margaret Resinger, has agreed to sell the
above listed mobile home to Cindy Blessing (BUYER) on an "as is" agreement for $1.00 (one dollar),
with all the maintenance responsibilities to be hers at,er the sale of the mobile home.
/K$ith Eu~en~ Murp~P.O?A.
Estate of Margaret Resinger
Cind)7l~lessing
Used huller ollowunce $ .............................. $ X X X X
le~: Bal. owing to $ ............................ $ ..............................
~ h~ce $ ....... ~ ....
CONDITIONS
0
It l~ furrY' uade~tood and a~Md~
or such other fonu of ag~ement as may bo Indlcatod on tho front of th~ oeder,
REV-1511~ EX+ (12,-99)~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT '
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
MARGARET E. REISINGER 21-04-0422
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
Nickel Funeral Home
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Keith E. Murphy
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State__Zip
Year(s) Commission Paid:
Attorney Fees : George W. Porter, Esquire
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant N/A
Street Address
City State __ Zip
Relationship of Claimant to Decedent
Probate Fees : Cumberland County Register of Wills
letters
Accountant's Fees N/A
Tax Return Preparer's Fees N/A
The Sentinel - advertise letters
Cumberland Law Journal - advertise letters
Cumberland County Register of Wills filing fee
$4,970.20
TOTAL (Also enter on line 9, Recapitulation) $ 5,4 9 0.1 I
(If more space is needed, insert additional sheets of the same size)
300.00
37.00
97.91
75.00
10.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES,& LIENS
ESTATE OF FILE NUMBER
MARGARET E. REISINGER 21-04-0422
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
2.
3.
4.
5.
PPL Electric Utilities
Verizon
Silver Spring Ambulance & Rescue
M.S. Hershey Medical Center
M. S. Hershey Physicians Services
TOTAL (Also enter on line 10, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
43.91
12.45
152.69
876.00
51.37
$ 1,136.42
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
MARGARET E. REISINGER
FII~E NUMBER
21-04-0422
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DO Not List lYuetee(s) OF ESTATE
e
e
I1
1.
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec, 9116 (a) (1,2)]
Roger L. Murphy
East Louther Street, Apt.
Carlisle, PA 17013
3
Keith E. Murphy
1633 East Caracas Avenue
Hershey, PA 17033
Kent B. Reisinger
East Louther Street, Apt.
Carlisle, PA 17013
son
son
son
1/3 residue
1/3 residue
1/3 residue
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 DI~
TOTAL OF PART ]!- 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)
I, MARGARET E. REISINGER, of the Township of Silver
Spring, County of Cumberland and Commonwealth of Pennsylvania,
being of sound and disposing mind, memory and understanding, do
make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void all former wills and
codicils by me at any time heretofore made.
FIRST. I order and direct that all my just debts and
funeral expenses be paid by my Executor or Executors, as the
case may be, hereinafter named, as soon as conveniently may be
done after my decease.
SECOND. I give, devise and bequeath all the rest, residue
and remainder of my Estate, real, personal and mixed, whatsoever
and wheresoever situated, in equal shares unto my three (3)
sons, namely, ROGER L. MURPHY, KEITH E. MURPHY and KENT B.
REISINGER, share and share alike, absolutely and in fee simple.
LASTLY. I nominate, constitute and appoint my son, namely,
KEITH E. MURPHY, to be the Executor of this, my Last Will and
Testament, but if for any reason he should fail to qualify as
such Executor or cease so to serve, then and in that event, I
nominate, constitute and appoint my two (2) sons, namely, ROGER
L. MURPHY and KENT B. REISINGER, to be the Executors hereof,
each and all to serve without bond or other security as a
condition of qualification hereunder.
IN WITNESS WHEREOF, I, MARGARET E. REISINGER, have
hereunto set my hand and seal to this, my Last Will and
Testament which consists of two (2) typewritten pages to each of
which I have affixed my signature this ~-'Y/~ day~k~,L[~.~-'=~--
of~,~'~ A.D., One Thousand Nine Hundred Eighty-nineS/
The preceding instrument, consisting of this and one (1)
other typewritten page, each identified by the signature of the
Testatrix, was on the date thereof signed, sealed, published and
declared by MARGARET E. REISINGER, the Testatrix therein named,
as and for her Last Will and Testament, in the presence of us,
who, at her request, in her presence, and in the presence of
each other, have subscribed our na~ witnesses hereto.
-2-
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, MARGARET E. REISINGER, RICHARD C. SNELBAKER and JANET
M. FORRY, the Testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and executed the instrument as her
Last Will and Testament and that she had signed willingly, and
that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as a
witness and that to the best of his or her knowledge the
Testatrix was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
Witness
Witness
Subscribed, sworn to and acknowledged before me by MARGARET E.
REISINGER, the Testatrix, and subscribed and sworn to before me
by RICHARD C. SNELBAKER and JANET M. FORRY, witnesses,
Notary Public
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 08/02/2004
MURPHY KEITH E
1633 EAST CARACCAS AVE
HERSHEY, PA 17033
RE:
Estate of REISINGER MARGD~RET E
File Number: 2004-00422
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 08/08/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE 5.6{a)
Name of Decedent: MARGARET E. REISINGER
DateofDeath: April 22, 2004
Will No. 2004-00422 Admin. No.
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 :
Name Address
Roger L. Murphy
East Louther Street, Apt. 3, Carlisle, PA 17013
Keith E. Murphy
Kent B. Reisinger
1633 East Caracas Avenue, Hershey, PA 17033
East Louther Street, Apt., Carlisle, pA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
August 12, 2004
Capacity: __
Signature
Name George W. Porter, Esquire
Address 909 East Chocolate Avenue
Hershey, PA 17033
Telephone (717 533-7130
Personal Representative
X
__Counsel for personal representative
Name o£Decedent:
Date of Death:
STATUS REPORTUNDER RULE6.1?
MARGARET E. REISINGER
April 22, 2004
Will No.: 21-04-0422 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 is complete:
Yes No 1--1
If the answer is No, state when the personal representative reasonably believes
3. If the answer to No. 1 is Yes, state the following:
Did the personal representative file a final account with the Court?
Yes _ No ~-~
b. The separate Orphans' Court No. (if any) for the Personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes
Date:
Co
10/5/04
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 t° this ~tep°rt' f~~
Si n-a //
George W. Porter, Esquire
Name
909 East Chocolate Avenue
!
Capacity:
Hershey, PA 17033
Ad&ess
717-533-7130
Telephone No.
[-] Personal Representative
[-~ Counsel for personal representative
BUREAU OF TNDTVTDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. ~'8060x
HARRISBURG, PA 17118-06D!
CONNONWEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-I$¢7 EX AFP
GEORGE W PORTER ESQ
909 E CHOCOLATE AVE
HERSHEY
PA 17055
DATE 09-20-200q
ESTATE OF REISINGER
DATE OF DEATH Oq-2Z-ZO0~
FILE NUNDER 21 Oq-O~ZZ
COUNTY CUHBERLAND
ACN 101
I Amoun~ Ramified
MARGARET E
HAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA..~7015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECO~I~i ~ ~,
...................................................................... ..... ...........
EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTi~DF TAX c~
ESTATE OF REISINGER MARGARET E FILE NO. 21 0~-0q22 ACN 101 -~ DATE 09-20-200~
TAX RETURN WAS: (X) ACCEPTED AS FTLED (
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks end Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
r~. Hortgeges/Notas RacaAveble (Schedule D) (~)
5. Cash/Bank DaposAts/HAsc. Personal Property (Schedule E) ($)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabi1AtAes/LAens (Schedule 1) (10)
11. Total Deduct ions
12. Nat Value of Tax Return
) CHAN~ED ~.1 ' i:,.
,,:i '.00~NOTE: To Ansure proper
.00 credit to your accoun*,
.00 subeAt the upper
.00 of thAs form wAth your
256.6! tax payment.
.00
.00
(B) 256.6!
5,~90.~!
Z,!$6.~2
(11)
(12) 6,589.92-
15.
1~.
NOTE:
ASSESSMENT OF TAX.'
15. Amount of LAne 1~ at Spousal rate
16. Amount of LAne 1~ taxable at Lineal/Class A rate
17. Aeount of L/ne 1~ at SAblAng rata
18. Aeount of L/ne 1~ ~axabla at Collateral/Class B rata
19. PrAncApel Tax Due
TAX CREDITS:
PAYMENT RECEIP1 DTSCOUNT
DATE NUHBER TNTEREST/PEN PAID (-
CharAtabla/l~overnmental Bequests; Non-elected 911:5 Trusts (Schedule J) (15) . O0
Net Value of Estate Subject to Tax (lr+) 6,~89.92-
If an assessment .as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
(16) .00 x O0 = .00
(lb) .00 x Oq5= .00
(17) .00 x !Z = .00
(18) .00 x 15 = .00
(19)= . O0
AMOUNT PAID
ZF PAID AFTER DATE /NDZCATED, SEE REVERSE
FOR CALCULATION OF ADD/TZONAL /NTEREST.
TOTAL TAX CREDIT
BALANCE O; TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION:
Estates of decedents dying on or before December 12, 1982 -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at tho lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CA):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. [TZ P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side.
--Make check or money order payable to: REGIS?ER OF #ILLS, AGENT
A refund of a tax credit, which was net requested on the Tax Return, amy be requested by completing an "Application
far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications ara available at the Office
of the RegJs*.er of Nills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour
ensnaring service for fores ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-30Z0 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Beard of Appeals, Dept. Z810Z1, Harrisburg, PA 171ZS-lOZ1, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z&0601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3} calendar months after the decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The ISZ 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 bean assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day fram the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rata of
six (SI) 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 2004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ lOX .000548 ~'~)'~'8-1991 llZ .OOO301 ~ 9Z .000247
1983 16Z .000438 199Z 9Z .000247 ZOOZ 6Z .000164
1984 112 .000301 1993-1994 7Z .O00/gz 2003 5Z .000137
1985 132 .000356 1995-1998 9Z .000247 ZOO4 4Z .000110
1986 IOZ .000Z74 1999 7Z .00019Z
1987 lOX .000Z74 ZOO0 7Z .O00lgZ
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculatad.
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
SHADE WAYNE F
53 WEST POMFRET ST
CARLISLE, PA 17013
__nu__ fold
ESTATE INFORMATION: SSN: 184-07-4192
FILE NUMBER: 2105-0422
DECEDENT NAME: VIERING ELLENA M
DA TE OF PAYMENT: 07/22/2005
POSTMARK DATE: 07/22/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 05/01/2005
REMARKS:
CHECK# 2728
SEAL
ACN
ASSESSMENT
CONTROL
NUMBER
101
TOTAL AMOUNT PAID:
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
REV-1162 EX(11-96)
NO. CD 005603
AMOUNT
$3,200.00
$3,200.00
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS