HomeMy WebLinkAbout04-0021 CUMBERLAND
Register of Wills of County, Pennsylvania
PETITION FOR GRANT OF LETTERS;
Estate of ELIZA C. ETTER
also known as
, Deceased Social Security No. 201 -1 8-4406
Petitioner(s) who islare 18 years of age or older apply(les) for:
(COMPLETE "A" OR "B" BELOW:)
[~ A~ Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execute
decedent, dated 1 1/3 9 / 1 9 9 6 and codicil(s) dated N/'A
named in the last Will of the
( State relevant circumstances, e.g. renunciation, death'of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the
documents offered for probate; was not the victim of a killing and was never adjudicated incompetent:
[2~ B. Grant of Letters of Administration
(d.b.h.c,t.a.; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has'have ascertained that Decedent left no Will and was survived by the following spouse
(if any) and heirs:
[ Name. Relationship Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary
Decedent was domiciled at death in Cumberland
or principal residence at 1 081 York Rd., Dillsburg,
_ County, Pennsylvania. with his/her last family
Monroe Twp., Cumberland .Co., PA
Decedent, then
(list street, number and municipality)
96 years of age, died De_c. 22 ,20 0_~_,at home address.
Decedent at death owned property with estimated values as follows: (Loc. at on)
(if domiciled in PA) All personal property $ 55,0 00.00
(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 with this Petition and the grant
of letters in the appropriate form to the undersigned:
i .... Signature Typed or printed name and residence J
Patricia I. Knecht
1081 York Rd., Dillsburg, PA 17019
snace/W31ts PetG rant Lt/2001
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Ym~l~ Cumberland
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 or Petitioner(s) and that, as personal representative(s) of the
Decedent, Petition(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed
before me this [z9~ day of
'~%.xu~' _~.~z.~_- 20 ~J~ ..
'd
Estate of
No.
Eliza C. Etter
PATRICIA I. KL~ECHT
Deceased
1-2/22/2003 '
Social Security No.: 2 0 1 I 8 4 4 0 6 Date of Death:
AND NOW, ; '
20
of the Petition on the~everse side hereon, satisfactory proof having been presented before me,
, in consideration
IT IS DECREED that Letters ]l~[Testamentary ~ Of Administration
are hereby granted to PATRICIA I. KNECHT
d.b.n.c.t.a.; pendente lite; durante absentia; durante mlnodtate
in the above estate and that the instrument(s) dated Nov. 1 9, I 9 9 6
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ............ $
Short Certificate(s)...$
Renunciation ....... $
Affidavits ( ) ....... $.
Extra Pages ( ) .... ..$
Codicil ............ $
JCP Fee ........... $
inventory ........... $
Automation Fee ..... $
Other .............. $
TOTAL ........ $
- ~_ ] , Regist¢' of ~¢ills (J
-
Attorne/J n/n~M, Wiley, Esquire
i.D.N.~e''/06298
Address:
Telephone:
130 W. Church St.
Dillsburg, PA 17019
(717) 432-9666
snace/WilJsPetGrantLi/2001
OF
ELIZA C. ETTER
BE IT REMEMBERED, that I, ELIZA C. ETTER, of 1081 York
Road, Dillsburg, 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 Z: Ail the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate, whether
it be real, personal or mixed, including property over which
I have a power of appointment, I give, devise and bequeath
unto my daughter, PATRICIA I. KNECHT, and my son-in-law, RAY
A. KNECHT, in equal shares, per capita.
ITEM 3: I direct my hereinafter named Executrix 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, and may be subject and to
charge such taxes against my residuary estate, it being my
intention that none of the aforesaid ta×es, either federal or
state, on any property required to be included in my gross
estate, under the provisions of any state of federal law now
QTNESS:
( SEAL )
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 my daughter, PATRICIA I. KNECHT, as
Executrix of this my Last Will and Testament. Should my
daughter, PATRICIA I. KNECHT, predecease me, fail to qualify,
cease to act or renounce probate, I then appoint my son-in-
law, RAY A. KNECHT, as Alternative Executor of this my Last
Will and Testament.
ITEM 5: I direct that my Executrix, or her successors
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 /~t~ day of '.~.~~ 1996.
WI~. :NESS:
×
. ETTER
(SEAL)
-2-
COI414OI~E~,LTH OF PENNSYLVi~NIA
COUNTY OF YORK
sB
We, ELIZA C. ETTER, JAN M. WILEY, ESQUIRE, and
JANICE E. YOCUM, 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 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 this Last Will and Testament as
witness and that to the best of their knowledge the
Testatrix was at the time eighteen (18) years of age or
older, of sound mind and under no constraint or undue
influence.
Sworn to and subscribed
before me this /~
day of ~/~~/~ , 1996.
MY COMMISSION EXPIRES:
ELIZA C. ETTER
JAN M. WILEY & ASSOCIATES
ATTORNEYS AT Law
2 Barlo Circle
Dillsburg, PA 17019
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Eliza C. Etter
Date of Death: December 22, 2003
Estate Number:21-04-00021
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
January 12, 2004
Name Address
Patricia I. Knecht
Ray A. Knecht
1081 York Rd., Dillsburg, PA 17019
1081 York Rd., Dillsburg, PA 17019
Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A.
Date:January 12,2004
~:~i-gnature
Name: Jan M. Wiley, Esquire
Address: 130 W. Church St.
Dillsburg, PA 17019
Telephone: (717) 432-9666
Capacity: Counsel for personal Rep.
Jan M. Wiley
David J. Lenox
Timothy J. Colgan
Christopher J. Marzzacco
March 18, 2004 THE VClLEY GROUP
Attorneys at Law
Wiley, kenox, Colgan 8, Marzzacco, P.C.
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
David E. Hershey
Diana Woodside
Bradley A. Winnick
Jennifer L. Frechette
In Re: Estate of Eliza C. Etter, deceased
File Number 21-04-00021
Dear Register:
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also enclosed is a check in the amount of
$1,378.41 representing the tax due, and a check in the amount of $25.00 representing the filing
fee.
Please return the recording receipts to my attention in the enclosed envelope.
Thank you for your cooperation.
Sincerely,
Dawn Gladfelter/A~istant
/dg
encl.
130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 · Fax: (717) 432-0426
Offices in Harrisburg · York · Carbondale
www. wileygrou plaw. com
COMMONWEALTH OF PENNSYLVANIA
DEPA'~TMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 28O601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003708
WILEY JAN M
1 S BALTIMORE STREET
DILLSBURG, PA 17019
........ fold
ESTATE INFORMATION: SSN: 201-18-4406
FILE NUMBER: 2104- 0021
DECEDENT NAME: ETTER ELIZA C
DATE OF PAYMENT: 03/22/2004
POSTMARK DATE: 03/1 9/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 1 2/22/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,378.41
REMARKS:
..... SEAL
CHECK//1 732
TOTAL AMOUNT PAID:
$1,378.41
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
CO.MONW~'LT. OE.E.NSYLW~ INHERITANCE TAX RETURN
DEPARTMENT OF REVENUE
...~ ~0, RESIDENT DECEDENT
HARRISBURG PA 17128 0601 I COUN_~ CODE YEAR NUMBER
DECEDENT,~N~ME~LAsT~A~EMiD~LE~i~A~) ;z;; ~ ~: ~Z: . ~ . SOCIALSEcu~IWNuMBER
Etter, ElizaC. ~ 201-18-4406
DATE OF DEATH (MM-DD-YEAR) DASE 0F BIRTh ~M-DD~Y~)
~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
12/22/2003 ; 06/03/1907. ,.~ REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( ~ST, FIRST AND M~DDLE ~NITIAL) '~ SOCIAL SECURITY NUMBER
[] 1. OriginalReturn [] 21 Supplemental Return
[] 4. Limited Estate [] 4a. 12-12-82)Future Interest Compromise (date of death after
[] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach
of Will) copy of Trust)
[] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between
12-31-91 and 1-1-95)
?~is S~c~o~ ~;c
NAME
Jan M. Wiley, Esq.
~IRM NAME iif ;~plic~131;)
The Wiley Group
TELEPHONE NUMBER
717/432-9666
D ~' Remainder Re~um (date of dea{h prior ic ~-13-82)
[] 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
[] 11. Election to tax under Sec. 9113(A) (Attach Sch O)
COMPLETE MAILING ADDRESS
1 S. Baltimore St.
Dillsburg, PA 17019
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
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)
(1) None-~.iC
(2) None
(3) None
(4) None
(5) 37,205.30
9,396.89
None
14,358.59
?FFiCiAi_ USE ,~,~.Y
(8) 46,602.19
12. Net Value of Estate (Line 8 minus Line 11)
(11)
(12)
(13)
(14)
(15)
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)
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) -
14,358.59
32,243.60
32,243.60
16. Amount of Line 14 taxable at lineal rate
32,243.60 x .045
(16) 1,450.96
17.Amount of Line 14 taxable at sibling rate
~8 Amount of Line 14 taxable at collateral rate
19. Tax Due
20. []
x .12
x .15
(17)
(18)
(19)
1,450.96
Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00)
Dece~lent's Complete Address:
STREET ADDRESS 1081 York Rd.
cITY Dillsburg
STATE
PA
17019
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Interest/Penalty if applicable
D Interest
E. Penalty
72.55
Total Credits (A + B + C)
Total Interest/Penalty (D + E)
4. If Line 2 is greater than Line I + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 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.
A. Enter the interest on the tax due.
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
1,450.96
(1)
(2) 72.55
(3) 0.00
(4)
(5) 1,378.41
(SA)
(5B) 1,378.41
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred; .................................................................................. [] []
b. retain the right to designate who shall use the property transferred or its income; .................................... []
c. retain a reversionary interest; or ..................................................
d. receive the promise for life of either payments, benefits or care? .............................................................. []
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ......... [] []
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] []
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ...................................................................................................................... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements and to the best of my knowledge and belief it is true, correct and complete Declaration of
preparer other than the personal representative is based on all information of which preparer has any kr~owledge.
DATE
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
tricia I. Knecht
O[' ~"'~ PERSON
RESP~G RETURN ADDRESS
THAN ATIVE ADDRESS
Wiley, Esq.
1081 York Road
Dillsburg, PA 17019
1 S. Baltimore St.
Dillsburg, PA 17019
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
survwing 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%
[/2 P.S §9116 (a) (1.1) (i0j. The statute 0oes 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.
t till. tti v tamvnt
OF
ELIZA C. ETTER
BE IT REMEMBERED, that I, ELIZA C. ETTER, of 1081 York
Road, Dillsburg, 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 und.
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 situate, whether
it be real~ personal or mixed, including property over which
I have a power of appointment, I give, devise and bequeath
unto my daughter, PATRICIA I. KNECHT, and my son-in-law, RAY
A. KNECHT, in equal shares, per capita.
ITEM 3: I direct my hereinafter named Executrix 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, and may be subject and to
charge such taxes against my residuary estate, it being my
intention that none of the aforesaid taxes, either federal or
state, on any property required to be included in my gross
estate, under the provisions of any state of federal law .now
(SEAL)
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 my daughter, PATRICIA I. KNECHT, as
Executrix of this my Last Will and Testament. Should my
daughter,.PATRICIA I. KNECHT, predecease me, fail to qualify,.
cease to act or renounce probate, I then appoint my son-in~
law, RAY A. KNECHT, as Alternative Executor of this my Last
Will and Testament.
ITEM 5: I direct that my Executrix, or her successors
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
(SEAL)
-)_
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
:
; ss
:
We, ELIZA C. ETTER, JAN M. WILEY, ESQUIRE, and
JANICE E. YOCUM, 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 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 this Last Will and Testament as
witness and that to the best of their knowledge the
Testatrix was at the time eighteen (18) years of age or
older, of sound mind and under no constraint or undue
influence.
/ WITNESS'
Sworn to and subscribed
before me this /¢ ~
MY COMMISSION EXPIRES:
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Etter, Eliza C.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21 - 04 - 00021
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
I
DESCRIPTION
Citizen~ Bank ~heCki~ A~c0unt 610070~)070:
Citizens Bank Savings Account 6140210453:
TOTAL (Also enter on Line 5, Recapitulation)
VALUE AT DATE OF
DEATH
4,396.22
32,809.08
37,205.30
CITIZENS BANK
Account Number 6100700070
Account Title ELIZA C ETTER
6/6/66
Date Opened
Account Type
Principal Balance as of DOD
Interest from Last Posting to DOD
ACC0uut ~alauce;' as of DOD
YTD Imerest to DOD
Checking
$4396.22
$4396,22
$ .00
CITIZENS BANK
Account Number 6140210453
Ac¢oum Title -.. ,, P.I.!VA C ETTER
_Date. Oper~d
Acco.unt Typ~i
Principal Balance as of DOD
Iaterest from Last Posting to DOD
Account Balance as of DOD
YTD h~est to DOD
4/4/01
Savings
$32784.85
$24.23
$32809,08
$271.I4
TOTAL F'.04
~ ~ SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA I JOINTLY'OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT t_ _
ESTATE OF i FILE NUMBER
Etter, Eliza C.
21 - 04 - 00021
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
A
SURVIVING JOINT TENANT(S) NAME
Patricia I. Knecht
ADDRESS RELATIONSHIP TO DECEDENT
1081 York Road Daughter
Dillsburg, PA 17019
ITEM
NUMBER
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY ' i
LETTER DATE Include name offinancial institution and bank account number DATE OF DEATH i D°i~cODF, s DA~./~,LOi~ED(~FATH
FOR JOINT MADE or similar identifying number. Attach deed for jointly-held real I VALUE OF ASSET iNTERESTi
TENANT_ JOINT estate, j : ....................
A
08/07/1980. Waypoint Bank Certificate 516010132
18,793.78i 50% 9,396.89
TOTAL (Also enter on line 6, Recapitulation) 9,396.89
w aup2 n
LOOK FOR US. WE'LL GET YOU THERE.
1/12/2004
THE WILEY GROUP
130 W CHURCH ST STE 100
DILLSBURG PA 17019
The information which you requested on the account(s) of ELIZA C ETTER
(Social Security Number 201-18-4406) is/are as follows:
Account ~umber 5160 ! ¢132
Class of Account ~ERTIFICATE
Date Opened 0{g0.780
Principal Balance 18689.77
Accrued Interest 104.01
Balance at Date of 18793.78
Death
Account Ownership JTO
Name of Joint PATRiCIA I
Owner, if any KNECHT
Date Ownership 080780
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
ERIN WATTS
SENIOR SERVICES REP.
P.O. Box 171 i. HARRISBURG. PENNSYLVANIA 1710~-!711
Toll FP~ t-866-WAYPOINT (I-866-929-7646) · IN YORK ARC:A 717/~31~-4~00 · ,~.~w, wagpointbanLcom
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL~&
ADIVlINISTRATIVE COSTS
ESTATE OF
Etter, Eliza C.
FILE NUMBER
21 - 04 - 00021
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
1
FUNERAL EXPENSES:
Rothenberger (engraving tombstone):
DESCRIPTION
Cocklin Funeral Home:
Calvary United Methodist Church (memorial donation):
AMOUNT
320.00
250.50
2,000.00
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Patricia I. Knecht
Social Securitv Number(s) / EIN Number of Personal Representative(s):
1081 York Road
City Dillsburg State PA Zip 17019
Year(s) Commission paid
Attorney's Fees Jan M. Wiley, Esquire:
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Patricia I. & Ray A. Knecht
Street Address 1081 York Rd.
City Dillsburg
Relationship of Claimant to Decedent
Probate Fees Register of Wills:
State PA Zip
daughter and son-in-law
17019
Accountant's Fees
Tax Return Preparer's Fees
Other Administrative Costs
Filing Fee:
Cumberland Law Journal (advertise):
3,000.00
3,500.00
143.00
25.00
75.00
Total of Continuation Schedule(s)
5,045.09
TOTAL (Also enter on line 9, Recapitulation) 14,358.59
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
N~ SIDF ~! DECEDENT
ESTATE OF
Etter, Eliza C.
The Sentinel (advertise):
Schedule H
Funeral Expenses &
Adminislralive Cosls o:~nlinued
I .E NUMBER
115.79
State Employees Retirement System (reimbursement):
Heritage Medical Group:
48.30
4,881.00
Page 2 of Schedule H
REV 1513~EX+ (9-00) '
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
/
RESIDENT DECEDENT
ESTATE OF Etter, Eliza (2. FILE NUMBER
21 - 04 - 00021
RELATIONSHIP TO
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT
Do Not List Trustee(s)
t TAXABLE DISTRIBUTIONS (include outright spousal distributions)
I Patricia I. Knecht Idaughter one-half
1081 York Rd.
Dillsburg, PA 17019
AMOUNT OR SHARE
OF ESTATE
Ray A. Knecht
1081 York Rd.
Dillsburg, PA 17019
son-in-law
one-half
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
II.
i 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 I
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of
Etter, Eliza C.
also known as
, Deceased
No. 21 - 04- 00021
Date of Death 12/22/2003
Social Security No. 201-18-4406
Patricia I. Knecht
The Personal RePreSentatiVe(s) of the above Estate, deceased, verify th--at the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. lANe verify that the statements made in this Inventory are true
and correct, lANe understand that fa[se statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney:
I.D. No.:
Address:
Jan M. Wiley, Esq.
06298
Personal Representative
Patricia I. Knecht
Signature:
Signature:
1 S. Baltimore St.
Dillsburg, PA 17019
Address: 1081 York Road
Dillsburg, PA 17019
Telephone: 7!7/432-9666
Telephone: 717-732-8646
Dated: 3 "" / J~"O q .
Personal Property
Citizens Bank Checking Account 6100700070:
Citizens Bank Savings Account 6140210453:
4,396.22
32,809.08
Total Personal Property
$37,205.30
(Attach additional sheets if necessary) Total Personal Property and Real Estate $37,205.30
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ~'//2..g:~ ~-----. ~'L"".~C--.M~
Date of Death: ~
Will No. ,~/..~z/.. ~-.)~0,~1 Admin. No.
Pursuant to Rule 6.1 2 of the.Supreme Court Orphans' Court Rules, I report the following with
respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes ,."'" No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
If the answer to No. I is Yes, state' the following:
a. 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 .v/' 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.
Name (Please type 5'r print~
Address ~ i//~ ~¢ ~ /~ / ~
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DTVTSZON
DEPT. 280601
HARRISBURG, PA 171Z8-0601
JAN H WILEY ESQ
THE WILEY GROUP
I S BALTIHORE ST
DILLSBURG
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-15~? EX &FP (QI-OS)
'04 I~,'~¥'-?
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
05-10-200q
ETTER
1Z-II-ZOOS
21 0q-0021
CUHBERLAND
101
Amoun~ Remitted
ELIZA C
HAKE CHECK PAYABLE AND REN/T PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE I~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOT/CE OF INHERITANCE TAX APPRATSENENT, ALLOWANCE OR
DTSALLOWANCE OF DEDUCTTONS AND ASSESSMENT OF TAX
ESTATE OF ETTER ELIZA CFZLE NO. 21 0R-0021 ACN 101 DATE 05-10-Z00~
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRA/SED VALUE OF RETURN BASED ON:
1. Real Estate (Schedule A)
2.
$.
q.
5.
6.
7.
B.
ORIGINAL RETURN
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D} (q)
Cash/Bank DeposLts/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F) (6)
Transfers (Schedule G) (7)
Total Assets
APPROVED DEDUCTIONS AND EXEHPT~ONS:
9. Funeral Expenses/Adm. Costs/Misc. Expanses {Schedule H}
10. Debts/Hortgege Liabilities/Liens (Schedule Z)
11. Total Deductions
12. Nat Value of Tax Return
15.
1~.
(9)
(10)
Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J)
Net Value of Estate Subject to Tax
$7~Z05.30
9~$96.89
.00
.00 NOTE: To insure proper
.00 credit to your account,
.00 submit the upper portion
.00 of this fora ~ith your
tax payment.
(8)
lq,358.59
.0O
NOTE:
q6,602.19
IF PAID AFTER DATE ZNDZCATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
ASSESSHENT OF TAX:
15. Amount of Line lq at Spousal rata
16. Amount of Line lq taxable at Lineal/Class A rata
17. Amount of Line lq at Sibling rata
18. Amount of Line lq taxable at Collateral/Class B rata
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-)
05-19-200q CD005708 72.55
(is) .00 x O0 : .00
(~6) SI,Iq3.60 x Oq5= 1,q50.96
(17) .00 x 12 = .00
(la) .00 x 15 : .00
(19)= 1,q50.96
AMOUNT PAID
1,378.ql
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 wlll
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,q50.96
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1~ NO PAYMENT IS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR)~ YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCT/ONS.)
reflect figures that include the total of ALL returns assessed to date.
(~;) $2,Zq$.60
(15) . O0
(~i) SZ, 2q$. 60
RESERVATION: Estates of decadents dying on or before De(amber 1Z, 198Z -- if any futura interest in the estate is transferred
in possession or enjoyment to Class D (collateral) beneficiaries of the decedent after the expiration of any estate for
life or far years) the Coaaonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lamful Class B (collateral) rata on any such futura interest.
Tax Act, Act Z3 of ZOO0. (72 P.S.
PURPOSE OF
NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate
Section 9140).
pAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side.
--Make check or money order payable to: REGISTER OF HZLLS~ AGENT
REFUND (CR): A refund of a tax credit, ahich ams not requested on the Tax Return) amy be requested by completing an -Application for Refund of Pennsylvania Inheritance and Estate Tax'" (REV-IBIS). Applications are available at the Office
of the Register of Nills) any of the Z3 Revenue District Offices, or by calling the special [4-hour
ansaering service for fores ordering: l-BOO-36Z-ZOSO; services for taxpayers with special hearing and / or
speaking needs: 1-800-447-30Z0 (TT only).
OBJECTIONS: 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 oust object within sixty (60) days of receipt of
this Notice by: OR
--arittan protest to the PA Department of Revenue, Board of Appeals, Dept. ZSlOZ1, Harrisburg, PA 171ZB-lOZ1,
--eta(lion to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
ADH[N- to: PA Department of Revenue,
[STRATIVE
CORRECTIONS: Factual errors discovered on this asseSsment should be addressed in writing
Bureau cf Individual Taxes) ATTN: Post Assessment Raviaa Unit) Dept. gB060l) Harrisburg) PA 171Z8-060!
_ e S of the book[et -Instructions for Inheritance Tax Return for a Resident
Phone (717) 757 6505. Sea pad · ~ dainistrativaly correctable errors.
Decedent" (REV-tS01) for an explanation ~- a
If any tax due is paid aithin three (3) calendar months after the dacedant's death, a five percent (EX) discount of
DISCOUNT: the tax paid is allowed.
PENALTY: The tBg tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January lB, 1996, the first day after the and 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: Interest is charged beginning mith first day of delinquency) or nine (9) months and one (l) day free the date of
death, ta the date of payment. Taxes ahich became delinquent before January [, IgBZ bear interest at the rate of
six (6Z) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after
January 1, 19BI will bear interest at a rate which will vary from calendar year to calendar year with that rate
annoUnced by the PA Dapar~ent of Revenue. The applicable interest rates for 19BI through gOOq ara:
Interest Daily Interest Daily
Interest Daily Factor Year Rate Factor
Year Rate Factor Year Rate ~ .~OOZq7
tTE~ zox ~ IT~-I99l ~ =ooo~og ~
IgBS tax .ooo43B 199z 9x .oo0z47 zooz 6x .oo0164
19B4 112 .000301 1993-1994 72 .00019Z 2003 5Z .000137
I~BS 13X .0003S6 X99S-l~a 9X .000Z47 ZOO4 4X .O001tO
lge6 lOX .000274 1999 72 .000192
1987 lOX .000274 ~000 72 .O0019g
--Interest is calculated as follows:
/NTEREST = BALANCE OF TAX UNP&/D X NURBER OF DAYS DEL/NI;~UENT X DAILY TNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond ihs date of the assessment- If payment is aada after the interest computation date shoan on the
Notice, additional interest must be calculated.