HomeMy WebLinkAbout04-0448also known as To:
~-. ::. Register of Wills for the
~ Deceased. County of
Social Security No. /&: :'.2 ~ __3~_, -' ./~ .~t./ 7 Commonwealth of Pennsylvania
The petitio0~of ~,.un.d~rs~ed/_ ~..~r~spectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executO~
in the last will of the above decedent, dated
and codic~(?)dated ./~ ~-~C) ~ /~r"~',~
in the
named
, 19__
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in C/36//)rJ/~6'~(-~/,~Z) _County~ Pennsylvania, with
h~/~ last family or principal residence at 6o2d9 ~/-5~'~Ot-4''O ~--~-£ ~ ,~'~';r"~Oq
at
Decendent, then
(list street, number and muncipality)
years of age, died
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) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will wel~l and trulJQadmini;~tthe estate according to law.
Sworn to o.r affirmed and subscribed
Estate Of
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~ 7 .,~4~. in consideration of thc petition on
the reverse side hereof, satisfactory proof havi~ug~en presented before me,
IT IS DECREED that the instrument(s) dated ~_'"~c~. ~_~o. ! ~ 9~
described therein be admitted to probate an~d of record as the last will of
~d Letters ~~~~ ~
are hereby granted to ~ ~, ~ ~ d ~r~/~
FEES
Probate, Letters, Etc ..........
Short_Certificates( ) ...' .......
~~uon ................
TOTAL
File~..~',.....~.. ¢?
ATTORNEY (Sup. Ct. I.D. No.)
ADDRESS
PHONE
LAST WILL AND TESTAMENT
'04 , -
HELEN V. PETROSKIE
I, HELEN V. PETROSKIE, of New Cumberland, York County, Pennsylvania,
being of sound mind, memory and understanding, do make, publish and declare this as
and for my Last Will and Testament, hereby revoking and making null and void any and
all Wills and Testaments and writings in the nature thereof by me at any time heretofore
made.
ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after my
demise as may be convenient.
ITEM 2: All the rest, residue and remainder of my estate, of whatsoever nature and
wheresoever situated, whether it be real, personal or mixed, including property over
which I have a power of appointment, I give, devise and bequeath unto my children,
Virginia Lee Petroskie, Donna Marie Michajlyszyn, and Daniel J. Petroskie, in equal
shares per stirpes.
ITEM 3: I direct my Executor to pay all inheritance, estate, succession and legacy taxes
of whatsoever nature and kind, to which my Estate or the transfer of any property passing
hereunder or otherwise passing by reason of my demise, may be subject and to charge
such taxes against my residuary estate, it being my intention that none of the aforesaid
~ ItELEN V. PETRO~'~E--
taxes, either federal or state, on any property required to be included in my gross estate,
under the provisions of any state or federal law now in force or hereafter enacted, shall be
prorated among the persons interested in my Estate to whom such property is or may be
transferred or to whom any benefit accrues.
ITEM 4: I appoint Daniel J. Petroskie as Executor of this my Last Will and Testament.
Should Daniel J. Petroskie fail to act as Executor for any reason, I then appoint Donna
Marie Michajlyszyn as Executor hereunder.
ITEM 5: I direct that my Executor or his successor shall not be required to give bond for
the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~2~)~td''
day of ~C~o~, ,1999.
HELEN V. PETROSK1E
The preceding instrument, consisting of this and one other typewritten page was on
the day and date thereof signed, sealed, published and declared by HELEN V.
PETROSKIE the Testatrix herein 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 names as witnesses hereto.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
We, HELEN V. PETROSKIE, ~ b ~ /df~'6, ,and
~J'~ £'e~o, ~-cv~]X~t c~, , the Testatrix and the witnesses respectively, whose
names are signed to the 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 signed willingly, and that she executed as her flee
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 witnesses, and that to the best
of their knowledge, the Testatrix was at the time eighteen years of age or older, of sound
mind, and under no constraint or undue influence.
HELEN V. PETROSKIE
SWORN TO AND SUBSCRIBED
BEFORE ME THIS DAY
OF /!~/~ , 1999.
NOTARY PUBLIC
(SEAL)
Notarial Seal
Vicki L. Bode, Notary Public
Dover Boro, York County
My Commission Expires Oct. 23, 2003
Meml~r, Pennsylvania Association of Notates
ESTATE OF JEAN W. REED,
late of the Township of
Southampton, Cumberland
County, Pennsylvania,
deceased
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY
: PENNSYLVANIA
: ORPHANS' COURT DIVISION
: ESTATE NUMBER 21-04-0488
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Jean W. Reed
Date of Death: May 15, 2004
Will No. 21-04-0488
To the Register:
I certify that notice of beneficial interest 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 15, 2004:
Edna E. Reed
16 Short Lane
Shippensburg, PA 17257
Jean B. Reed
107 Hershey Road
Shippensburg, PA 17257
Paul H. Reed
38 Thompson Creek Drive
Shippensburg, PA 17257
Robert A. Reed - deceased 11/03
Frederick Thomas John Reed
1400 Front Street, Apt. 15
Manchester, NH 03102
Olin Ervin Reed, Jr.
1502 Bald Hill Road
Albany, NH 03818
William Reed
6192 Hellman Avenue
Rancho Cucamonga, CA 91701
Elroy R. Reed
78 Mackey Road
Troy, NH 03465
Notice has now been given to all persons entitled thereto under Rule 5.6(a) EXCEPT
Jeanette L. Reed and Charles Reed, whose last known addresses are as follows:
Jeanette L. Reed - 20 Snow Avenue, Des Moines, IA
Charles Reed - Ocala, FL
The notice addressed to Jeanette L. Reed has now been returned to our office marked
"Not Deliverable as Addressed, Unable to Forward."
After diligent effort no address has been obtained for Charles Reed.
It is anticipated that the estate of Jean W. Reed will be insolvent so that no asset
distribution can be made.
August 3, 2004 /~J/~) -- / (
Name: /JerryA~Weigle, E squir~ //
Address: Weigle & Associates, P.C. V
Telephone:
Capacity:
126 East King Street
Shippensburg, PA 17257
(717) 532-7388
Personal Representative
X Counsel for Personal
Representative
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 08/02/2004
PETROSKIE D~IEL J
418 CLOVER ROAD
ETTERS, PA 17319
RE: Estate of PETROSKIE HELEN V
File Number: 2004-00448
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 ORPHAiqS' 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 08/17/2004
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
GLE~A FARNER S~
Clerk of the Orphans' Court
cc: File
Counsel
Judge
CERTIFICATIDN OF NOTICE UNDER RULE
Name of Decedent:
Date of Death: ,~--5-
Will No. 200~
To the Register:
Admin. No.
'04 ~U6 i8 PI :31 -
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) th ourt Rules was
served °n °r mailed t° the following beneficiaries of the above_captioned estate on ~ o ~rp)~ns~.C .
Name
Addres__s
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except.
Date:
Signature
Address
're,ephone~7)
Capacity: ~ersonal Representative
_ Counsel for personal representative
RE'/-15GOE'X+ (5_DO)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
OFFICiAL USE ONLY
FILE NUMBER
21-040448
---coGNTY~ --YEA~ - - ~R--
.
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128.0601
SOCIAL SECURITY NUMBER
62- 3 6 - 8 747
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WillS
SOCIAL SECURIIY NUMBER
DECEDENTS N,lI,ME (U\.ST, FIRST, AND MIDDLE INITIAL)
t-
Z
LU
o
LU
(.)
LU
o
Helen V Petroskie
DATE OF DEATH IMM~DD-Year)
OA iE OF BIRTH (MM-DO-Year)
03. Remainder Return {dateofaeatl'prlor\012-12-8Z'
o 5, Federal Estate Tax Return ReqUired
~ 8, Total Number of Safe Deposit Boxes
o 11. Ejection 10 tax under Sec_ 9113(A) I)"jacr, s':~ C'
0510512004 0510311921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
THIS SECTION MUST BE COMPLETEO, ALL CORRESPONDENCE AND CONFIOENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAiLiNG ADDRESS
Daniel Petroskie 418 Clover Road
FIRM NAME ill Applicable)
1, Real Estate (Schedule A)
2, Stocks and Bonds (Schedule B)
PA 17319
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00 1, Onginal Return
o 4. Limited Estate
[R] 6, Decedent Died Testate IAttach copy of Will)
o 9, litigation Proceeds Received
o 2. Supplemental Return
o 43, Future Interest Compromise (dale Cifdealhalter J2-12-82)
o 7, Decedent Maintained a Living Trust (Attach copy ofTrustl
o 10, Spousal Poverty Credit iciale of deatn betwee~ 12-31-91 and 1-1,SS)
OFFICIAL USE ONl y
.,
3 Closely field Corporation, Partnership Qr Sole-Proprietorship
5,152.94
4 Mortgages & Notes Receivable ISchedule D)
(n
5.15294
(8)
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TELEPHONE NUMBER
Etters
(1)
(2)
(3)
(4)
(5)
(6)
(7)
7,94180
229.78
X (15)
X .045 (16)
x 12 (17)
X 15 (18)
( .~ ~,....." l,.:.....r)
(19) -t-l...'
11 Total Deductions Itotal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13 Charitable and GQvernmentalBequestslSec 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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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0.
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X
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1S Amount olUne 14 taxable at the spousal tax
rate, or transfers under See 9116 (a)(1.2)
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5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6, Jointly Owned Property (Schedule F)
o Separate Billing Requested
(11)
(121
(13)
8,17158
-3,01864
(, lnter"Vivos Transfers & Mi~r;ellaneo'Js Non-Probate Property
(Schedule G or l)
8_ Total Gross Assets ({otallines 1-7)
9, Funeral Expenses & Administrative Costs (Schedule H, (9)
10- Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10)
16, Amount Ql Line 14 taxable at lineal rate
(14)
(rk>i.,.,,~CJ
-3.01864
17 _ Amount of line 14 taxable at sibling rate
000
o or
200
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
18, Amount of line 14 taxable at collateral rate
19, Tax Due
Decedent's Complete Address:
STREE-; ,!\.oOPESS .A.pt609
620 Lisburn Road,
CITY I STATE 1 ZIP
Camp Hill PA 17011
Tax Payments and Credits:
1 Tax Due (Page 1 Une 19)
2 Credits/Payments
A Spousal Poverty Credll
B. Prior Payments
C. Discount
(1)
000
T olal Credits ( A + B + C ) (2)
3 Interest/Penally If applicable
D. Interest
E Penally
T otallnleresVPenally ( D + E )
4 If Une 2 IS greater Ihan Une 1 + Une 3. enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund
5 if Une 1 + Une 3 IS greater than Une 2, enler the difference. This is the TAX DUE.
(3)
(4)
(51
000
000
A Enter the interesl on Ihe lax due. (5AI
B Enter the tolal of Lrne 5 + 5A. ThiS IS the BALANCE DUE. (5B) () IV >c, " ;~. ) 0.00
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: 0 [ZJ
b retarn the ught to deSignate who shall use the property transferred or Its income; ." 0 [K]
c retain a reversionary interest or . 0 [gJ
d receive the promise for life of either payments, benefits or care? . 0 [Xl
2 If dealh occurred after December 12, 1982. did decedent transfer propeny within one year of death
without receiving adequate consideration?. 0 00
3 Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? 0 [X]
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 best of my knowledge and belief it is true cermet
and complete
Oeclara/lon of pre parer other tnan the persof1al representalive IS based on all information of which preparer has anyknowiedge
SIGNAT~ERSON RE~P NSI E I "__ TURN .
/ /0/-",-1 \ '{':c -r
.ADDRESS 418 Clover Road
Etters
SiGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE
DATE
J-
'. --
,. : .(.');:,
PA 17319
DATE
ADDRESS
For dates of death on or after July i, 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%
i72 P S ~9116 (a) (1.11 illl
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) (Iii]
The statute does not exernDt a transfer to a surviving spouse from lax, 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 dealh on or after July 1,2000
The tax rate imposed on the nei 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 Ihe child IS 0% [72 P.S. 99116(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 PS. ~9116(1 ,2) [72 P,S. s9116(a)(1))
The tax rate Imposed on the nel value of Iransfers 10 or forthe use of the decedent's siblings is 12% 172 P.S. ~9116(a)(1.3)). A sibling Is defrned. under Secllon 9102. as an
Illdlvidual who has at least one parent in common with the decedent whether by blood or adoption
REV-1508 EX + (6-98)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Helen V. Petroskie
FilE NUMBER
21 04
Include the proceeds of litigation and the date the proceeds were received by the estate
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0448
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DI<TE
OF DEATH
700.00
1990 Chevrolet, sold for $700
2.
M & T Bank account #80493580
3,64177
3
Utility refunds, lot rent refund and security deposit return
811 17
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
5,15294
REV-1511 EX + (12-99)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen V. Petroskie
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21
0448
04
ITEM
NUM8ER OESCRIPTION AMOUNT
A FUNERAL EXPENSES:
1 Parthemore Funeral Home 7.661.80
B AOMINISTRATIVE COSTS
1 Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2 Attorney Fees
3 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship 01 Claimant to Decedent
4 Probale Fees Register of Wills of Cumberland County 6500
5 Accountant's Fees
6 Tax Return Preparer's Fees 100.00
7 debts and deductions-filing fees 15.00
8. Reserve for future filings 10000
TOTAL (Also enter on line 9, Recapitulation) $ 7,94180
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX + (6-98)
'*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen V. Petroskie
FILE NUMBER
21
04
0448
Include unreimbursed medical expenses.
ITEM
NUM8ER
DESCRIPTION
VALUE AT DATE
OF DEATH
Verizon
8.16
2
Philadelphia AME
169.38
3
Comeast Central PA
4224
4.
Bank service charge
1000
TOTAL (Also enter on Ime 10. Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
229.78
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116 lal (1.21J
1 Virginia Lee Petroskie daughter 113 of remainder
2 Donna Marie MichaJlyszyn daughter 113 of remainder
3. Daniel Petroskie son 1/3 of remainder
I
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS
A SPDUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
ReV;S']EX.".
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Helen V Petroskle
SCHEDULE J
BENEFICIARIES
(If more space is needed, insert additional sheets of the same size)
FILE NUMBER
21 04
0448
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Helen V. Pelroskie
Date of Death: 5/5/04
Will No. 21-04-00448
Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans'
Court Rules, 1 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 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. I is Yes, state the following:
a.
account with the Court?
Did the personal representative file a final
Yes No X
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 X No
d . Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Clerk of the Orphans' Court and may be attached to this report.
~J$~
/ ' <:'if 'oS
Date:
Signature
Daniel J. Pelroskie
Name (Please type or print)
418 Clover Road
Etters PA 17319
Address
Lf)
( )
Tel. No.
rr.J
C"..1
Capacity :
Personal Representative
X
Counsel for personal
representative
j