HomeMy WebLinkAbout03-0690PETITION FOR PROBATE and GRANT OF LETTERS
Estate of H. MARGUERITE WILLLIAMS No. o~l- 0,3 - ~cIO
also known as HARRIET M. WILLIAMS To: Register of Wills for the
Deceased. County of Cumberland in the
Social Security No. 149-30-9785 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner is 18 years of age or older and the Executor named in the last will of the above
decedent, dated August 22, 1988 and codicil(s) dated [None]. Decedent's sister, Edithmae Williams,
predeceased decedent herein.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or
principal residence at 100 Mount Allen Drive, Mechanicsburg, Upper Allen Township.
Decedent, then 89 years of age, died August 11, 2003, at Messiah Village, 100 Mount Allen
Drive, Mechanicsbt~rg, PA 17055.
Except as follows, decedent did not marry, was not divorced and did not have a child bom or
adopted after execution of the will offered for probate; was not the victim of a killing and was never
adjudicated incompetent:
Decedent 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: None
$ unestimated
$
WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented
thereon.
herewith and the grant of letters Testamentary J~. ! ~, ~ ~l~.
i~m Kunkel
v 29 Platt Street
Kenner, LA 70065
(504) 476-6381
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioner above-named swears or affirms that the statements in the foregoing petition are true
and correct to rite best of the knowledge and belief of petitioner and that as personal representative of the
above decedent, petitioner will well and truly administe~he estate according to la~ ~
Sworn to or :~ffirmed and subscribed ~~// ~ // ~
betBre me this Iq day of { /Jack William Kunkel ~
Estate of H. Marguerite Williams a/k/a Harriet M. Williams, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
ANDNOW, k,~.,(~lS~f\ _,gaOlS; ~,200..~ , in consideration ofthe petition on the reverse side
hereof, satisfactory proof ha°ving been presented before me,
IT IS DECREED that the instrument(s) dated August 22, 1988 described therein be admitted to probate
and filed of record as the last will of H. Marguerite Williams a/k/a Harriet M. Williams and Letters
Testamentary are hereby granted to Jack William Kunkel.
Will Book
Page
FEES
Probate, Letters, Etc.
Short Certificates(~)
TOTAL
Filed
~-~ o -,=9. oo3
. _ ~ oo,S
$ ,=,900-ac:>
$
$ (o. oO
$ to .ex:,
-- (,_ Register °fWills ~
Ivo V. Otto III (27763)
ATTORNEY (Sup. Ct. I.D. No.)
MARTSON DEARDORFF WlLLIAMS& OTTO
10 East High Street
Carlisle, PA 17013
(717) 243-3341
F:WILES~DATAFILE~ESTATESX6409-1 .petition.ltr
PENNSYLVANIA NATIONAL
MUTUAL CASUALTY INSURANCE COMPANY
Harrisburg, Pennsylvania
In the Matter of the Estate of: Harriet Marguerite Williams
KNOW ALL MEN BY THESE PRESENTS, that
we,
as Executor of the Estate of
Jack William Kunkel
Harriet Marguerite Williams
and Pennsylvania National Mutual Casualty Insurance Company, a Pennsylvania Corporation, of Harrisburg,
Pennsylvania, as Surety, are held and firmly bound unto Orphans Court of Cumberland County, PA
the
in the full and just sum of Two hundred thousand and No/100 ............................................... DOLLARS,
($ 200~000. ) for the payment of which, well and truly to be made, we bind ourselves, our heirs, executors,,
administrators, successors and assigns, jointly and severally, firmly by these presents.
Sealed with our seals, and dated this 19th day of August, 2003.
WHEREAS,
Executor
Jack William Kunkel
of the estate of
, has been, or is about to be, appointed
Harriet Margurite Williams
, by the ORPHANS Court of
CUMBERLAND County.
NOW, THEREFORE, the condition of this obligation is such, that if the Jack William Kunkel
said
Executor shall well and truly discharge the duties of said trust according to law, then this obligation
is void, otherwise to remain in full force and effect.
Form 78-168
By:
,P. ENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY
Harrisburg, Pennsylvania
POWER OF ATTORNEY
Know Ali Men By these Presents, That PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, a
corporation of the Commonwealth of Pennsylvania, does hereby make, constitute and appoint
PATRICIA K. ARBEGAST, DAVID W. HOPCRAFT AND JEFFREY L. SCOTT, ALL OF CARLISLE,
PENNSYLVANIA (EACH)
its true and lawful Attorney(s)-in-Fact to make, execute, seal and deliver for and on its behalf as surety as its act and deed:
ANY AND ALL BONDS AND UNDERTAKINGS PROVIDED THE AMOUNT OF NO ONE BOND OR UNDERTAKING
EXCEEDS THE SUM OF SEVEN HUNDRED FIFTY THOUSAND DOLLARS ($750,000.00) ........................................
ALL POWER AND AUTHORITY HEREBY CONFERRED SHALL HEREBY EXPIRE AND TERMINATE WITHOUT NOTI(
AT MIDNlGHT OF THE 30TM DAY OF SEPTEMBER 2005, AS RESPECTS EXECUTION SUBSEQUENT THERETO.
And the execution of such bonds in pursuance of these presents shall be as binding upon said Company as fully and amply, to all
intents and purposes, as if they had been duly executed and acknowledged by the regularly elected officers of the Company at its
office in Harrisburg Pennsylvania, in their own proper persons.
This appointment is made by and under the authorization of a resolution adopted by the Board of Directors of the Company on
October 24, 1973 at Harrisburg, Pennsylvania, which resolution is shown on the reverse side hereof and is now in full force and effe
In Witness Whereof: PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY has caused these
presents to be signed and its corporate seal to be affixed on SEPTEMBER 18, 2002
PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPAi~
Kenneth R. Shutts, Executive Vice-President, Secretary & General Coun~
Commonwealth of Pennsylvania, County of Dauphin- ss:
On SEPTEMBER 18, 2002, before me appeared Kenneth R. Shutts to me personally known, who being by me duly sworn, did say
that he resides in the Commonwealth of Pennsylvania, that he is Executive Vice-President, Secretary & General Counsel of
PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY, That he is the individual described in and wh~
executed the preceding instrument, and that the seal affixed on said instrument is the corporate seal of said Company, and that said
instrument was signed and sealed on behalf of said Company by authority and direction of said Company, and the said office
acknowledged said instrument to be the free act and deed of said Company.
Commonwealth of Pennsylvania, County of Dauphin - ss:
Notary Public
Notarial Seal
Jacqueline A. Ellis, Notary Public
City Of Harrisburg, Dauphin County
My Commission Expires Dec. 19, 2005
Member, Pennsylvania Association of Notaries
I, Michael F. Greet, Vice President, Surety & Fidelity of the PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE
COMPANY, a corporation of the Commonwealth of Pennsylvania, do hereby certify that the above and foregoing is a true and correc
copy of a Power of Attorney, executed by the said Company, which is still in full force and effect.
In Witness Whereof, I have hereunto set my hand and affixed the corporate se '~said om an ~st; 19, 2003
IMPORTANT NOTICE: This border must be RED in color. If it is not R,,~' this ~g not a certified copy. T~,h~ne us at Area Code 717-255-6870. I~
78-190 (Rev 05/02)
8L6I '~g -~oqo:~oO uo
,(uedmoo ooumnsuI -~aIrnseo [enlnlAI IeUO.qelq ~.ml~AIJ[SUlIOcI
jo s.tolaoa!(I jo paeo[t oq~ ,(q po~dope
NOI&FI'IOS,~}t
LAST WILL AND TESTAMENT
I, H. MARGUERITE WILLIAMS, of the Borough of Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing
mind and memory, do hereby make, publish and declare this to be
my Last Will and Testament, hereby revoking any and all former
Wills or Codicils by me made.
1.
I direct that all my Just debts, funeral expenses, and
administrative expenses be paid from my estate, as soon as
practicable after my death.
2.
I give, devise and bequeath all of my estate, both real and
personal property, unto my sister, EDITHMAE WILLIAMS,
absolutely, and I hereby appoint my said sister as Executrix of
my estate. In the event my sister shall predecease or fail to
survive me for a period of thirty (30) days, then I give, devise
and bequeath all of my estate unto my nephew, JACK WILLIAM
KUNKEL, absolutely, and I appoint him as Executor of my estate
under the provisions of this paragraph of my Last Will and
Testament. In the event the said JACK WILLIAM KUNKEL shall fail
to survive me, then I give, devise and bequeath all of my
estate, both real and personal property, unto his children, and
I hereby appoint their mother, SOPHIA KUNKEL, as Executrix of my
estate in that event.
3.
I authorize and empower my personal representatives, in
their sole and absolute discretion, to purchase or otherwise
acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge,
1
LAW OFFICES- MARTSON, DEARDORFF, WILLIAMS & OTTO
mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my
estate for such terms and such prices as they may deem
advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge
any real or personal property forming a part of my estate or to
join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of others
against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional
shares in property different in kind from any other share; and
to execute and deliver such instruments as may be necessary to
carry out any of these powers.
IN WITNESS WHEREOF I have hereunto set my hand and seal
, ·
Ma~rg~erite ~0 (SEAL)
Williams
H
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
testatrix, as and for her Last Will and Testament, in the
presence of us, who at her request, have hereunto subscribed our
names as witnesses thereto, in the presence of the said
testatrix and of each other .........
2
LAW OFFICES--MARTSON, DEARDORFF, WILLIAMS & OTTO
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, H. Marguerite Williams, testatrix, whose name is signed
to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
H. Marguerite Williams
Sworn or affirmed to and acknowledged before me by
H. Marguerite Williams, the testatrix, this J~nCCday of
~~ , 1988.
Notary Public
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CUMBERLAND )
SS.
Kimberly E. Wiser, Notary Public '":
Carlisle Borough, Cumberland County
My Commission Expires Dec. 23, 1991
the witnesses whose names are signed to the attached or
foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the testatrix sign
and execute the instrument as her Last Will; that the testatrix
signed willingly and that the testatrix executed it as her free
and voluntary act for the purposes therein expressed; that each
of us, in the hearing and sight of the testatrix, signed the
Will as witnesses; and that to the best of our know~edge the
testatrix was at that time 18 or more years of 3~ge, Df sound
mind and under no constraint or ~ndue .±nfluen~e~r~/. J
Address //3 ~A-. .
Sworn or affirmed to and subscribed before me this j2n~day
of , 1988.
~? Kimberly E.Wiser, Notory Public
i Carlisle Borough, Cumberland County
My Commizsion Expires Dec. 23, 1991
LAW OFFICES -- MART,~ON, DEARDORFF, WILLIAMS & OTTO
H. MARGUERITE WILLIAMS
'03
LAW OFFIGES
PROFESSIONAL GORPORATION
TEN EAST HIGH STREET
GA. RLISLE, PENNSYLVA/qlA 17013
MARTSON DEARDORFF WILLIAMS & OTTO
TEN EAST HIGH STREET
CARLISLE, PENNSYLVANIA 17013
TELEPHONE (717) 243-3341
FACSIMILE (717) 243-1850
INTERNET www. mdwo.com
November 7, 2003
ATTORNEYS (~ COUNSELLORS AT LAW
WILLIAM E/ValARTSON
JOHN B. FOWLER III
EDWARD L. SCHOReP
DANIEL K. DEARDORFF
THOMAS J. WILLIAMS *
Ivo V. O'rro III
GEORGE B. FALLER JR.*
CA~L C. RascH
DAVID R. GALLOWAY
ANTHONY T. LVClDO
CHRISTOPHER E. RICE
STEVEN J. SHANAHAN
· BOARD CERTIFIED CIVIL TmAL SPECI~UST
HAND DELIVERED
Office of Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
Estate of ri. Marguerite Williams
Estate No. 21-03-690
Date of Death: August 11, 2003
SSN: 149-30-9785
Dear Clerk:
.7'--
Enclosed with this letter is estate check number 0096 in the amount of $28,000.00
representing payment of Pennsylvania Inheritance Tax in the above-referenced estate.
Will you please issue the appropriate receipt and forward it to me at the above address.
Thank you in advance for your prompt attention to this matter.
Very truly yours,
MARTSON DEARDORFF WILLIAMS & OTTO
Ivo V. Otto III
IVO/clm
Enclosure
F:WILES'xDATAFILE~ESTATES\6409. I .row.
INFORMATION · ADVICE · ADVOCACYTM
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 003211
MARTSON DEARDORFF ETAL
TEN E HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 149-30-9785
FILE NUMBER: 2103-0690
DECEDENT NAME: WILLIAMS H MARGUERITE
DATE OF PAYMENT: 11/07/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/1 1/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $28,000.00
TOTAL AMOUNT PAID:
$28,000.00
REMARKS: JACK WILLIAM KUNKEL
C/O MARTSON DEARDORFF ETAL
SEAL
CHECK# 0096
INITIALS: SK
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
F:\FILES\DATAFILE\ESTATES\6409-1 .notice.cer
Name of Decedent:
Date of Death:
File No.
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
H. Marguerite Williams
August 11, 2003
21-03-0690
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 or
about November 7, 2003.
Jack William Kunkel
29 Platt Street
Kenner, LA 70065
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: November 7, 2003
Signature
Name
Ivo V. Otto III, Esquire
MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Attorneys for Personal Representative
COMMONWEALTH OF PENNSYLVANLA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
j FILE~::N~T~CO DE
OFF' CiAL USE ONLY
03 00690
YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
WILLIAMS, H. MARGUERITE 149 - 30- 9785
~ DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DO-YEAR)
"j THIS RETURN MUST BE FILED IN DUPLICATE ~/ITH THE
~ 08/11/2003 09/03/1913
,',~ REGISTER OF WILLS
IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
[] 1. Original Return [] 2. Supplemental Return
] 3. Remainder Return (date of death prior to 12-1342)
:z:oo
] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after
12-12-82) [] 5. Federal Estate Tax Return Required
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 0 8. Total Number of Safe Deposit Boxes
of Will) copy of Trust) --
[] 9. Litigation Proceeds Received [] 10. Spousal Povedy Credit (dale of death between [] 11. Election to tax under Sec. 9113(A)(AttachSchO)
12-31-91 and 1-1-95)
DMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFoRMATioN SHouLD BE DIRECTED TO:
. ,- Ivo V. Otto III, Esquire
~ ~ :,RM NAME (If applicable)
Martson DeardorffWilliams & Otto
717/243-3341
COMPLETE MAILING ADDRESS
Ten East High Street
Carlisle, PA 17013
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
(Schedule E) (5)
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)
None
Non~
N o
None
122,538.75
None
104,000.00
23,457.60
5,686.89
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 to Tax (Line 12 minus Line 13)
OFFiCiAl USE (')'~L'(
(8)
226,538.75
(11)
29,144.49
197,394.26
(12)
(13)
(14)
197,394.26
z
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate, x .00
or transfers under Sec. 9116(a)(1.2)
16.Amount of Line 14 taxable at lineal rate x .045
17.Amount of Line 14 taxable at sibling rate x .12
18. Amount of Line 14 taxable at collateral rate
x .15
19. Tax Due
20.
197,394.26
(15)
(16)
(17)
(18)
(19)
29,609.14
29,609.14
>> BE SURE TO ANSWER ALL QUESTIONS oNREVERSE SIDE AND RECHECK MATH <<
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
ISTREET ADDRESS
CITY Mechanicsburg
Messiah Village
100 Mount Allen Drive
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
28,000.00
1,473.68
STATE PA
ZIP 17055
Total Credits (A + B + C) (2)
(1) 29,609.14
29,473.68
0.00
135.46
135.46
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. (4)
Check box on Page I Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
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 premise 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 ITAS PART OF THE RETURN.
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURJ~ OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
Jack V~liam~unke~ ~'h J /~'"'-'~ 29 Platt Street
;~ ~ · t/'~e~ .~--~ ~ Kenner, LA 70065
SIGN, A"'~Ji=~ OF PERSON R~"SPONSIBLE FOR FILING RE] URN ADDRESS
DATE
~THAN REPRESENTATIVE ADDRESS
Ivo V,
Ten East High Street
Carlisle, PA 17013
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. {}9116 (a)(1.1 ) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. {}9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116
1.2) [72 P.S. {}9116 (a) (1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
WILLIAMS, H. MARGUERITE
!FILE NUMBER
21 - 03 - 00690
Include the .proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM
NUMBER
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
DESCRIPTION
PNC Bank, CD #21001055526
PNC Bank, CD #21001055639
PNC Checking account #5000843756
M&T Bank, CD #31003911168762
M&T Bank, CD #31003910764389
M&T Bank, Money Market account, 15004200904123
M&T Bank, checking account 8445045
PA State Employee Retirement System, August proration
PA State Employee Retirement System, insurance premium assistance
(1) $5000 Series HH Savings Bond, issued 02/1990
(1) $500 Series HH Savings Bond issued 02/1990
(2) $5000 Series EE Saving Bonds, issued 10/1992, payable on death to Keith W. Kunkel, great-nephew
(2) $5000 Series EE Savings Bonds, issued 10/1992, payable on death to Christina M. Kunkel, great-niece
1998 Buick Century, appraised value
Insurance premium refund
U.S. Treasury, 2002 income tax refund
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
19,059.91
13,276.76
6,127.76
1,437.11
6,013.41
30,318.30
14,961.11
657.39
100.00
5,000.00
500.00
9,304.00
9,304.00
5,380.00
299.00
800.00
122,538.75
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
WILLIAMS, H. MARGUERITE
IFILE NUMBER
21 - 03 - 00690
This schedule must be completed and filed if the answer t,) any of questions '1 throug!
ITEM DESCRIPTION OF PROPERTY
N UMBER Include the name of the transferee, their relationship to decedent and the date of transfer. DATE OF DEATH % OF
Attach a copy of the deed for rear estate. VALUE OF ASSET DECD'S EXCLUSION TAXABLE VALUE
(IF APPLICABLE
INTEREST
1 Cash gift on 5/9/03 to Jack Kunkel and Sophia Kunkel, 60,000.00 100% 6,000.0C 54,000.00
nephew and spouse
2 Cash gift on 8/1/03 to Jack Kunkel 50,000.0C 10000% 50,000.00
TOTAL (Also enter on line 7, Recapitulation) 104,000.00
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMIN~TIVE COSTS
ESTATE OF
WILLIAMS, H. MARGUERITE FILE NUMBER
21 - 03 - 00690
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A.
I
2
Bo
FUNERAL EXPENSES:
Hoffman-Roth Funeral Home, Carlisle, PA
Carlisle Memorial Service, Carlisle, PA, monument
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address
City State Zip
Year(s) Commission paid
Attorney's Fees Martson Deardorff Williams & Otto (estimated)
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees Cumberland County Register of Wills
Zip
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Hopcraft Hockley & O'Donnell, Executor's bond
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
7,695.10
516.50
8,900.00
249.00
860.00
5,237.00
23,457.60
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WILLIAMS, H. MARGUERITE
Schedule H
Funeral Expenses &
Admin~ Cos~ continued
FILE NUMBER
21 03-00690
Jack Kunkel, reimbursement for services as attorney-in-fact for approximately one year prior
to death including air fare and car travel from Louisiana, food, lodging and miscellaneous
expenses, and for estate administration following death
Register of Wills, filing fee, inheritance tax remm
Reserved for additional probate fee, and miscellaneous filing fees and expenses
5,072.00
15.00
150.00
Page 2 of Schedule H
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
ESTATE OF
WILLIAMS, H. MARGUERITE
FILE NUMBER
21 - 03 - 00690
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
American Express, account payable
Pharmerica, account payable
Messiah Village, account payable
Verizon, account payable
TOTAL (Also enter on Line 10, Recapitulation)
AMOUNT
18.70
31.35
5,615.97
20.87
5,686.89
REV*IS13 EX+ (9-00)
COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
WILLIAMS, H. MARGUERITE FILE NUMBER
21 - 03 - 00690
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
Do Not Li~t Trustan(S) OF ESTATE
t TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Sophia Kunkel Niece $30,000 (gift 5/9/03)
29 Platt Street
Kenner, LA 70065
2 Keith W. Kunkel Great-nephew 9,304.00
29 Platt Street
Kenner, LA 70065
3 Christina M. Kunkel Great-niece 9,304.00
29 Platt Street
Kenner, LA 70065
4 Jack W. Kunkel Nephew Entire residue
29 Platt Street
Kenner, LA 70065
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
PNCBAN<
September 25, 2003
Corrine L. Myers
Ten East High Street
Carlisle, PA 17013
Estate of H. Margu~ite Williams, deceased
SSN: 149-30-9785
DOD: 8/11/2003
Dear Ms. Myers:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Certificates of Deposit
Account #21001055526
H MARGUERITE WILL/AMS
DOD balance: $19,055.77 + $4.14 seemed interest
I~tablished 01/07/1991
Account #2 I001055639
H MARGUERITE WILLIAMS
DOD balance: $13,270.55 + $6.21 accrued interest
Established 03/07/1989
Checking Account
Account #5000843756
H MARGUERITE WILLIAMS
DOD balance: $6,126.82 + $.94 accrued interest
Established 02/18/1997
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any f'mancial
transactions or provide statement. If you need assistance with any of these items,
please call 1-888-PNC-BANK (1-888-762-2265) or stop by yom' local PNC Bank branch
oft~ce.
Sincerely,
Rachelle Wells
1-800-762-1775
P7-PFSC-O4-F
500 fi~! Ave.
Pittsburgh PA 15219
M,mb~ FDIC
' 1 Document Name: Sessiona
STMT
ACTION
PROD CODE
CURR CODE
ACTN POST EFFECTIVE CHECK NUMBER TRAN AMOUNT D/C
TRACE ID DESCRIPTION
* 10/06 1,260.79 C 1,260 79
00000000000000000000 CONVERTED PRINCIPAL
03/06 62.89 C 1,323 68
I-GEN101030600005752 INTEREST PAYMENT GENERATED
09/06 33.17 C 1 356 85
I-GEN101090600005510 INTEREST PAYMENT GENERATED
09/06 1,356.85 C 1 356 85
CDSGN101090600004978 *RENEWED AT 3.44%, MATURES ON 03/06/03
09/06 47.48 C 1 404 33
I-GEN102090600000186 INTEREST PAYMENT GENERATED
03/06 24.16 C 1 428 49
I-GEN103030600003207 INTEREST PAYMENT GENERATED
03/06 1,428.49 C ~
CDSGN103030600003098 *RENEWED AT 1.39%, MATURES ON 09/06/04
08/22 9.23 C 1,437.72
I-GEN103082200000001 INTEREST PAYMENT GENERATED
PF: i-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM ll-CUTO ..-STSM
STFT 1 THF TRANSACTION STMT FORMAT 03/08/22 10.00.24
CO 96 OP EBRN MS 50852 ACTION COMPLETE
COID
CDA
ACCT
~100391116876_~ SHORT NAME WILLIAMS H MARG
PAGE 1 SEARCH FROM 100/10/06 THRU 103/08/22
BALANCE
Date: 8/22/ 3 Time: 10:04:33 AM
e: 1 Document Name: Sessiona
STFT 1 THF TRANSACTION STMT FORMAT 03/08/22 10.01.31
STMT CO 96 dP EBRN MS 50852 ACTION COMPLETE
ACTION COID
PROD
CODE
CDA
ACCT
~1003910764389~ SHORT NAME WILLIAMS H MARGUERITE
CURR CODE PAGE -~ SEARCH FROM 100/10/06 THRU 103/08/22
ACTN POST EFFECTIVE CHECK NUMBER TRAN AMOUNT D/C BALANCE
TRACE ID DESCRIPTION
* 10/06 ~ 5,253 87 C
00000000000000000000 CONVERTED PRINCIPAL
03/28 327.51 C
I-GEN101032800004212 INTEREST PAYMENT GENERATED
06/28 86 47 C
I-GEN101062800004024 INTEREST PAYMENT GENERATED
o6/28 5,667 85 c
CDSGN101062800003788 *RENEWED AT 3.54%, MATURES ON 07/28/02
06/28 204 23 C
I-GEN102062800004943 INTEREST PAYMENT GENERATED
07/29 07/28/02 17 11 C
I-GEN102072800002774 INTEREST PAYMENT GENERATED
o7/29 o7/28/o2 5,889 ~9 c
CDSGN102072900003039 *RENEWED AT 1.98%, MATURES ON 08/28/03
07/28 117 76
I-GEN103072800002400 INTEREST PAYMENT GENERATED
PF: 1-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM ll-CUTO ..-STSM
5,253.87
5,581 38
5,667 85
5,667 85
5,872 08
5,889 19
5,889 19
Date: 8/22/ 3~Time: 10:05:41 '~ ......
Page: 1 Document Name: Sessiona
STMT
ACTION
PROD CODE
CURR CODE
ACTN POST EFFECTIVE CHECK NUMBER TRAN AMOUNT D/C
TRACE ID DESCRIPTION
* 07/01 2,500.00 D
022000047187503 ATG MONTHLY SAV TO DDA
* 07/07 82.03 C
I-GEN103070700005245 INTEREST PAYMENT
* 07/08 0121 5,378.50 D
3100248948 CHECK NUMBER 0121
* 08/01 2,500.00 D
022000047017352 ATG MONTHLY SAV TO DDA
* 08/04 0122 50,000.00 D
3200061223 CHECK NUMBER 0122
__ _ 64.35 C
I-GEN103080700004240 INTEREST PAYMENT
08/22 11.63 C
I-GEN103082200000001 INTEREST PAYMENT
08/22 234431972 30,322.57 D
7GE CLOSEOUT
PF: I-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM ll-CUTO ..-STSM
STFD 1 THF TRANSACTION STMT FORMAT 03/08/22 9.58.15
CO 96 OP EBRN MS 50861 LAST PAGE OF TRANSACTIONS
COID
DDA
AOOT C 004200904123 SHORT NAME
PAGE 1 SEARCH FROM 103/07/01 THRU 103/08/22
BALANCE
88,043.06
88,125.09
82,746.59
80,246.59
30,246.59
30,322.57
.00
Date: 8/22/ 3 Time: 10:0~2~
Page: 1 Document Name: Sessiona /~-~
STMT
ACTION COID
PROD CODE DDA ACCT
CURR CODE
ACTN POST EFFECTIVE
TRACE ID
STFD 1 THF TRANSACTION STMT FORMAT 03/08/22 9.57.00
CO 96 OP EBRN MS 50852 ACTION COMPLETE
4~045~ SHORT NAME WILLIAMS H MARG .
PAGE 3 SEARCH FROM 103/06/25 THRU 103/08/22
CHECK NUMBER TRAN AMOUNT D/C BALANCE
DESCRIPTION
* 08/01 2,500 00 C 14,096.96
022000047017353 ATG MONTHLY SAV TO DDA
* 08/01 827 00 C 14,923.96
031036035593954 US TREASURY 303 SOC SEC
* 08/01 110 00 C 15,033 96
~ 031036175650856 BUR OF PUB DEBT H/HH INTST . __
*E08/ll~ 4781 73 83 D ~ 960
021000022012889 AMERICAN EXPRESS CHECK PYMT 000000000004781
* 08/15 1 14 C 14,961 27
I-GEN103081500001175 INTEREST PAYMENT
* 08/15 14 00 D 14,947 27
I-GEN103081500001176 MONTHLY SERVICE CHARGE
* 08/15 14 00 C 14,961 27
I-GEN103081500001177 SERVICE CHG WAIVE- RELATIONSHIP PRICING
08/22 25 C 14,961 52
I-GEN103082200000001 INTEREST PAYMENT
PF: i-HELP 3-PLVL 6-INQ 7-SB 8-SF 9-ASUM ll-CUTO ..-STSM
Date: 8/22/ 3 Time: 10:01:10 AM
LAST WILL AND TESTAMENT
I, H. MARGUERITE WILLIAMS, of the Borough of Carlisle,
Cumberland County, Pennsylvania, being of sound and disposing
mind and memory, do hereby make, publish and declare this to be
my Last Will and Testament, hereby revoking any and all former
Wills or Codicils by me made.
1.
I direct that all my just debts, funeral expenses, and
administrative expenses be paid from my estate, as soon as
practicable after my death.
2.
I give, devise and bequeath all of my estate, both real and
personal property, unto my sister, EDITHMAE WILLIAMS,
absolutely, and I hereby appoint my said sister as Executrix of
my estate. In the event my sister shall predecease or fail to
survive me for a period of thirty (30) days, then I give, devise
and bequeath all of my estate unto my nephew, JACK WILLIAM
KUNKEL, absolutely, and I appoint him as Executor of my estate
under the provisions of this paragraph of my Last Will and
Testament. In the event the said JACK WILLIAM KUNKEL shall fail
to survive me, then I give, devise and bequeath all of my
estate, both real and personal property, unto his children, and
I hereby appoint their mother, SOPHIA KUNKEL, as Executrix of my
estate in that event.
3.
I authorize and empower my personal representatives, in
their sole and absolute discretion, to purchase or otherwise
acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge,
1
LAW OFFICES -- MARTSON, DEARDORFF, WILLIAMS & OTTO
mortgage, transfer, exchange, dispose of or grant options in
regard to any or all property of any kind forming a part of my
estate for such terms and such prices as they may deem
advisable; to borrow money for any purposes connected with the
protection and preservation of my estate; to mortgage or pledge
any real or personal property forming a part of my estate or to
join in or secure the partition of same; to compromise any
claims or demands ~of my estate against others or of others
against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional
shares in property different in kind from any other share; and
to execute and deliver such instruments as may be necessary to
carryout any of these powers.
IN WITNESS WHEREOF I have hereunto set my hand and seal
this c~ ~_ day of /~~ 1988
, ·
H. MargUerite Williams
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
testatrix, as and for her Last Will and Testament, in the
presence of us, who at her request, have hereunto subscribed our
names as witnesses thereto, in the presence of the said
testatrix and of each other.
2
LAW OFFICES--MARTSON, DEARDORFF. WILLIAMS & OTTO
COMMONWEALTH OF PENNSYLVANIA )
· ' SS.
COUNTY OF CUMBERLAND )
I, H. Marguerite Williams, testatrix, whose name is signed
to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it
willingly; and that I signed it as my free and voluntary act for
the purposes therein expressed.
H. Marg~rite Williams
Sworn or affirmed to and acknowledged before me by
H. Harguerite Williams, the testatrix, this ..~?~2'f~¥~-day.. of
COMMONWEALTH OF PENNSYLVANIA ) F' Kimberl¥ E. Wiser, Notary Public
** SS · Carlisle Borough, Cumberland County
COUNTY OF CUMBERLAND ) MyComrnission Expires Dec. 23, 1991
We, ~IL~/~ ./?~ /~~J~n~ fT/~D ~O/C/L//d~ ~_
the witnesses whose names are signed to the attached or
foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the testatrix sign
and execute the instrument as her Last Will; that the testatrix
signed willingly and that the testatrix executed it as her free
and voluntary act for the purposes therein expressed; that each
of us, in the hearing and sight of the testatrix, signed the
Will as witnesses; and that to the best of our knowl'edge the
testatrix was at that time 18 or more years of age, of sound
mind and under no constraint or undue influence.
Addres~s //,) ~-. /~/~
Address //b ~. /~)~A ~'
Sworn or affixed to and subscribed before me this .~?~?~;day
of ~ ~ ~:'
Nota~ Public
~' KJmberly E.W{ser, Noto~ Public
% Carlisle ~r'ough, Cumberland Coun~
My Comrni~s~om Expires Dec. 23, 1991
LAW OFFICES--MART~ON, DEARDORFF, WILLIAMS & OTTO
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 171:28-O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003910
OTTO IVO VICTOR III
10 E HIGH STREET
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 149-30-9785
FILE NUMBER: 2103-0690
DECEDENT NAME: WILLIAMS H MARGUERITE
DATE OF PAYMENT: 05/06/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 08/1 1/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 9135.46
REMARKS:
CHECK# 10264
SEAL
TOTAL AMOUNT PAID:
9135.46
INITIALS' JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280&01
HARRZSBURG, PA 17128-0~01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLONANCE OR DISALLONANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
IVO V OTTO III ESQ
MARTSON ETAL
10 E HIGH ST
CARLISLE PA 17013
DATE 06-21-2004
ESTATE OF WILLIAMS
DATE OF DEATH 08-11-2005
FILE NUMBER 21 05-0690
COUNTY CUMBERLAND
ACN 10!
Amount Remitted
H M
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS -~
REV-1547 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIAMS H M FILE NO. 21 05-0690 ACN 101 DATE 06-21-2004
TAX RETURN NAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds CSchedule B) C2)
$. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
il. Total Deductions
12. Net Value of Tax Return
.00
.00
.O0
.00
122t558.75
.00
NOTE: To insure proper
credit to your account,
submit the upper port/on
of this form with your
tax payment.
104~000.00
cB) 226,558.75
25,457.60
1:3.
14.
NOTE:
5~686.89
([2) 197,594.26
Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) C15)
Net Value of Estate Sub3ect to Tax CZ4) 197,594.26
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L/ne 14 at Spousal rate (IS)
16. Amount of L/ne 14 taxable at Lineal/Class A rate
17. Amount of L/ne 14 at Sibling rate C17)
18. Amount of L/ne 14 taxable at Collateral/Class B rate CIB)
19. Pr/nc/pal Tax Due
TAX CREDITS:
PAYMENT RECEIP1 DISCOUNT
DATE NUMBER INTEREST/PEN PAID
11- 07-2005 CD005211 1,475.68
05-0&-200~. CD005910 . O0
.00 x O0
~0~ x 045
,:00 x 1~=
197,594~26 x 15
AMOUNT PAID
28,000.00
135.46'~
TOTAL TAX CREDIT I
BALANCE OF TAX DUEI
INTEREST AND PEN. I
I
TOTAL DUE I
.00
.00
.00
29,609.14
29,609.14
29,609.14
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED.
IF
TOTAL
DUE
REFLECTED
AS A "CREDIT" (CR), YOU MAY BE DU~/~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)*~--',~'
RESERVATION=
Estates of decedents dying on or before December 12, 1982 *- if ar~ future interest in the estate is transferred
in possession or enSoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such futuro interest.
PURPOSE OF
NOTICE:
PAYHENT:
REFUND (CR):
OBJECTIONS=
ADHIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT=
PENALTY:
INTEREST:
To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side.
--Hake check or money order payable to: REGISTER OF NILLS, AGENT
A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office
of the Register of Wills, any of the 25 Revenue D/strict Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-$62-2050; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-$020 (TT
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 obSect within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, 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.
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. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" CREV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three CS) calendar months after tho decedent's death, a five percent (SI) discount of
the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before JanuarY 18, 1996, the first day after the end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with flrst day of delinquency, or nine C9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before JanuarY 1, 1982 bear interest at the rate of
six C6~) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after
JanuarY 1, 1982 will bear interest at a rate which will varY from calendar year to calendar year wtth that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are:
Interest Daily Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20Z .000548 198~-1991 llZ .000501 ~ 9X .000247
1985 16~ .0004S8 1992 9~ .000247 2002 6X .000164
1984 11~ .000501 1995-1994 7~ .000192 2003 5~ .000157
1985 15X .000~56 1995-1998 9~ .000247 2004 4~ .000110
1986 lOX .000274 1999 7X .000192
1987 lOX .000274 2000 7X .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Not/ce, additional interest must be calculated.
REGISTER OF WILLS OF CUMBERLAND COUNTY
STATUS REPORT UNDER RULE 6.12
(For Resident Decedents Dying After July 1, 1992)
Name of Decedent: H. Marguerite Williams
Date of Death: August 11, 2003
File No.' 21-03-0690
Social Security No.: 149-30-9785
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the foll~ving with ~espect
to completion of the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
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 X
The separate Orphans' Court No. (if any)for the personal
representative's account is:
Did the personal representative state an account informally to the parties in
interest?
Yes X No
Date:
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts
may be filed with the Cle~f ~e O~' Court_ and may be attached to this reporr
September 16, 2004 Signature: ~ ~
Name: Ivo V. Otto III, Esquire
Address: MARTSON DEARDORFF WILLIAMS & OTTO
Ten East High Street
Carlisle, PA 17013
(717) 243-3341
Counsel for personal representative
F:\FILES\DATAFILE\ESTATES\6409-1 .srep