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HomeMy WebLinkAbout02-0153PETITION FOR PROBATE and GRANT OF LETTERS Estate of GUY D. GLUNT also known as Deceased. Social Security No. 211-22-6876 No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executrix named in the last will of the above decedent, dated June 26, 1997 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 950 West South Street, Borough of Carlisle, Pennsylvania. Decedent, then 89 years of age, died September 7, 2001, at Carlisle Regional Medical Center, Cumberland County, Pennsylvania. 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: [none] 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: $ $ $ $ 5,000.00 WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. 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 the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ ~ < ~; ~ before me this 6th day of Blanche M. Glunt ,. ~-,Feb.ruary, , 2002.ff-~ /'~ ''- ([, - ' 'Register MARY C LEWIS Estate of GUY D. GLUNT, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, FEBRUARY 1.2 , 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 26, 1997, and described therein be admitted to probate and filed of record as the last will of Guy D. Glunt and Letters Testamentary are hereby granted to Blanche M. Glunt. Will Book # Page Reg'ister of Wills~~~ MARY C LEWIS FEES Probate, Letters, Etc. $ ?E.00 Short Certificates(6 ) $ 18.00 Renunciation $ X-Pages . JCP $ 6. ~0~0 D. UU TOTAL $ 5a.oo Stephen L. Bloom, Esquire Sup. Ct. I.D. No. 49811 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Filed FEBRUARY 17, ~00~ C :~LAS~ESTATES\8748-2pet I Call Laurie at 486-7713 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. Fhe original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 7578611 No. Local Registrar SEP 1 1 2001 Date COMMONWEALTN OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH Guy D. Glunt s9 4,1912 Knobsville, PA Laborer 950 West South St. Carlisle, PA 17013 Tire & Rubber Co. Jacob C. Glunt Cumberland D~ck L1, 2001 Cumberland Carlisle, PA Hoffman-Roth Funeral Home KO ~ F:~ILES~DATAF ILE\WILL S\8748-H.WIL LAST WILL AND TESTAMENT I, GUY D. GLUNT, 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, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my wife, BLANCHE M. GLUNT, absolutely. 3. In the event my said wife, BLANCHE M. GLUNT, shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, in the following manner: Seven-twelfths (7/12) thereof unto GRACE UNITED METHODIST CHURCH, Carlisle, Pennsylvania; One-twelfth (1/12) thereof unto PLEASANT HILL CHURCH (Huntingdon County), one-half of which is to be used for upkeep of the cemetery and the remainder of which is to be used for general church purposes; One-twelfth (1 / 12) thereof unto AMERICAN RED CROS S, Carlisle, Pennsylvania; One-twelfth (1/12) thereof unto THE SALVATION ARMY, Carlisle, Pennsylvania; One-twelfth (1 / 12) thereof unto CARLISLE HOSPITAL, Carlisle, Pennsylvania; and One-twelfth (1/12) thereof unto CUMBERLAND GOODWILL FIRE COMPANY, Carlisle, Pennsylvania. Page 1 of 3 Pages G.D.G. I nominate, constitute and appoint my said wife, BLANCHE M. GLUNT, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint FINANCIAL TRUST SERVICES COMPANY, Carlisle, Pennsylvania, to act in such capacity. 5. I direct that my personal representative shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 6. I authorize and empower my personal representative, in her 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, 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 she 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; to employ agents, attorneys and proxies and to delegate to them such power as my personal representative considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representative shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~&K day of  ,1997. ' ' (SEAL) SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed oUr names as witnesses thereto, in the presence of the said Testator and of each other. /- t Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS. I, Guy D. Glunt, Testator, 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. Swom~r ~ed to and acknowledged before me by Guy D. Glunt, the Testator, this day of~ ' 1997. Notary Public ' i Notarial Seal COMMONWEALTH OF PENNSYLVANIA ) I Corrine L. Myers, Notary Public I Carlisle Boro, Cumberland County · SS. ; My Commission Expires May 27, 1999 COUNTY OF CUMBERLAND ) t.. %t Y. 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 Guy D. Glunt, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence· Swom or affirmed to and subscribed before me this ~ ~,-~,,x day of ~ Notary Public (.] - ,1997· Page 3 of 3 Pages Notarial Seal Corrine L. Myers, Notary Public Carlisle Boro, Cumber and County My Commiss on Expires May 27, 1999 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: GUY D. GLUNT Date of Death: September 7, 2001 File No. 21-02-0153 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 estate on March 15, 2002: Name Address Blanche M. Glunt Sarah A. Todd Memorial Home, Room 36A 1000 West South Street, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: March 19, 2002 Stephen L. Bloom, Esquire 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Capacity: Counsel for Personal Representative CSLAS\Estates\8748-2cert.not EV- 1500 EX * (6-00) D E C E D E N T CA.P, Hp.n El) id ~bA~ ~TI '~E~ C 0 R R E S T A X I T U L A T I 0 N REV-1500 OOMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURI DEPARTMENT OF REVENUE DEPT, 28060 RESIDENT DECEDENT HARRISBURG, PA 17178-0601 Glunt Guy D. DATE OF DEATH (MM-OD-YEAR) I DATE OF BIRTH (MM-DO-YEAR) 09/07/2001 I 07/04/1912 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY /l-W,- '7 FILE NUMBER 21-02-0153 COUNTY CODE YEAR NUMBER SOCIAL SECURITY N UMBER 211-22 -6876 Glunt, Blanche M. , XJ 1. OriginaIReturn ~ ;~47! SupplementaIReturn  ..~4. Limited Estate · Future Interest Compromise (date of death after 17- ~ 6. Decedent Died Testate ·Decedent Maintained a Living Trust 0 (Attach copy of Will) (Attach copy of Trust) [] 9. Litigation Proceeds Received ~-]10. Spousal Poverty Credit THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (date of death 3. Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. TotaJ Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) NAME Stephen L. Bloom, Esquire FI R M NAM E (If Applicable) Stephen L. Bloom, Esquire TELEPHONE NUMBER 1 249- 7717 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (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) 12. Net Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS 2100 Longs Gap Road Carlisle, PA 17013 (1) None None Non'? Non~' 8,843.18 None None None None 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) (8) (11) (lZ) (13) (14) OFFICIAL USE ONLY 8,843.18 0.00 8,843.18 8,843.18 C O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M UP 15. Amount of Line 14 taxable at the spousal tax AT rate, or transfers under Sec. 9116(a)(1.2) 8,843.18 X T 16. Amount of Line 14 taxable at lineal rate X I 17. Amount of Line 14 taxable at sibling rate X O N 18. Amount of Line 14 taxable at collateral rate X 19. Tax Due .0 0 .0 45 .12 .15 (15) (16) (17) (18) (19) 0.00 0.00 0.00 0.00 0.00 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 950 West South Street CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount STATE ?A (~) ZiP 17013 Total Credits ( A + B + C ) (2) 0.00 3. Interest/Penalty if applicable 0.00 D. Interest E, Penalty Total Interest/Penalty ( D ,+ E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0. O0 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) 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: a. retain the use or income of the property transferred; ....................... Yes No 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? Z. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cons deration? 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 h~'ormdtion of which preparer has any knowledge, SIGNATURE OF PERSON RESPONSIBLE FOR ~LiNG RETURN Blanche M. Glunt, Executrix ~,~, ~_ 1000 W. South St. , Room 36A · % ........................... DATE VE Stephen L. Bloom, Esquire 2100 Lon s Gap__Road ....... Carlisle PA 17-~i ............................ ~ / ~ 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 surwwng 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 filin9 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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-I$00 EX (Rev. 6-00) ESTATE OF Guy D. Glunt SS# 211-22-6876 09/07/2001 FILENUMBER 21-02-0153 ~nc~udethepr~ceeds~f~itigati~andthedatethepr~ceedswerereceivedbytheestate.A~pr~pertyj~i~¥-~w~ed withtherightof survivorship mustbedisclosedonScheduleF. ITEM NUMBER DESCRIPTION 1 PNC Bank, Savings Account #5003179301 2 1992 Buick Regal Sedan (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH 5,078.18 3,765.00 8,843.18 Form REV-1508 EX (Rev. 1-97) ESTATE OF Gu' D. Clunt SS# 211-22-6876 09/07/2001 NUMBEF NAME AND ADDRESS OFPERSON(S)RECEIVING PROPERTY I, TAXABLE DISTRIBUTIONS[includeoutrightspousaldistributions, and transfers under Sec. 9116~)(1.2)] Blanche M. Olunt Todd Memorial Home, Room 36A 1000 West South Street Carlisle, PA 17013 II. RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Wife FILE NUMBER 21-02-0153 AMOUNT OR SHARE OFESTATE 100% Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) F ~FILES~DA T AFILE\WILLS\8748.H WiL LAST WILL AND TESTAMENT I, GUY D. GLUNT, 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, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement tbr any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. If my spouse shall survive me by thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, unto my wife, BLANCHE M. GLUNT, absolutely. 3. In the event my said wife, BLANCHE M. GLUNT, shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath all of my estate, both real and personal property, in the following manner: Seven-twelfths (7/12) thereof unto GRACE UNITED METHODIST CHURCH, Carlisle, Pennsylvania; One-twelfth (1/12) thereof unto PLEASANT HILL CHURCH (Huntingdon County), one-half of which is to be used for upkeep of the cemetery and the remainder of which is to be used for general church purposes; One-twelfth (1/12) thereof unto AMERICAN RED CROSS, Carlisle, Pennsylvania; ' One-twelfth (1/12) thereof unto THE SALVATION ARMY, Carlisle, Pennsylvania; One-twelfth (1 / 12) thereof unto CARLISLE HOSPITAL, Carlisle, Pennsylvania; and One-twelfth (1/12) thereof unto CUMBERLAND GOODWILL FIRE COMPANY, Carlisle, Pennsylvania. Page 1 of 3 Pages I nominate, constitute and appoint my said wife, BLANCHE M. GLUNT, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint FINANCIAL TRUST SERVICES COMPANY, Carlisle, Pennsylvania, to act in such capacity. 5. I direct that my personal representative shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. o I authorize and empower my personal representative, in her 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, 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 she 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; to employ agents, attorneys and proxies and to delegate to them such power as my personal representative considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representative shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this a:~[_, ,Jdx day of  , 1997. .~_ _~.~.~.t~-'~-) .~./,.s__.iZ (SEAL) Guy I~l~t ' - - SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each other. Page 2 of 3 Pages COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND · SS. ) I, Guy D. Glunt, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to/aw, 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. day of 1997. COMMONWEALTH OF PENNSYLVANIA ) Notarial Seal Corrine L. Myers, Notary Public · SS. Carlisle Bore, Cumberland County COUNTY OF CUMBERLAND ) ,_. My Commission Expires May 27, 1999 We, ~"~-~O,/')~,.t_/.,,.. "~[O~.~,x ~ ")'"),~.,'"C-Cs,. k/. ~.r,n..tO.).¢~, the witnesses whose names are signed to thc attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Guy D. Glunt, the Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that the Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testator, signed the Will as witnesses; and that to thc best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or ~ed to ~d subsed~d ~fore me ~s ~~ No~ Public ~ Notarial Seal I ~C(~rrine L. Myers Nora ! ,.C~rlisle'Boro ,-,,.TJ~ . ry Public I My, Cornm ssior~ ~'~!~erl,a,nd County Page 3 of 3 Pages L_ ~.,~, res May 27. 1999 Page 1 of l From: 'ro: Sent: Subject: <marlies. trimbur@pnc.com> <lori@practicalcounsel.com> Wednesday, April 10, 2002 2:01 PM Date of death balances The savings is the account you needed the info on. THANKS ! MARLIES 717-243-0034 My leadership enables great client and service partner relationships! ..... Forwarded by Marlies G Trimbur/Consumer/SCP/PNC on 04/10/2002 02:10 PM ..... Erica L Schlegel 04/09/2002 08:35 AM cc: To: Marlies G Trimbur/Consumer/SCP/PNC~PNC Subject: Date of death balances Estate of Guy D Glunt deceased SS# 211-22-6876 DOD 09-07-2001 ACCOUNT NUMBER *DATE OF DEATH BALANCE + ACCRUED INTEREST DDA #5140422769 $6,024.90 + $1.16 (3o±nt w/spouse) SVG #5003179301 $5,073.76 + $4.42 (Individual) If you selected the balances to be sent to the "Branch" they will only be sent to the requestor by Lotus Notes. Have a great day!!! :-) 4/10/02 Ktelley Blue Book Used Car Values Page 1 of 2 The TnL~I l~Jou~ ) New Car Pridng Build a Car Incentives Ny Car's value Used Car Retail Buy a New Car Buy a Used Car Sell Your Car Mo~orcydes Iqnancingl ~nsurance Lemon Check Warranties Accessories Car Reviews Car Previews Decision Guides About kbb HOme Click on the image above to visit this advertiser Blue Book Private Party Report Pennsylvania · April 12, 2002 1992 Buick Regal Limited Sedan 4D Engine: V6 3.1 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 33,030 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel Cruise Control AM/FM Stereo Cassette Buy a....~.(~ C~r Buy a Used Car C~r For Sa!e Online Financ!ng Quote Warranty Quote Payment Calculator ABS (4-Wheel) Power Seat Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. Tn states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean t.it!e, h!~to~ is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value $3,765 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. [t may also represent the value you might expect to receive when selling your own used car to another private party. http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb;757725&;p&723 ;Buick; 1992%20Regal& 11 ;BU;I5 4/12/02 Register of Wills of Estate of Gu_~_y_D. Glunt also known as CUMBERLAND INVENTORY County, Pennsylvania , Deceased No. 21-02-0153 Date of Death _0 9/07/2 0 01 Social Security No. 211- 22- 6876 Blanche M. Glunt, all of the Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include personal assets wherever situate and all of the real estate 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 Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I hNe verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Name of Attorney: Stephen L. Bloom, Esquire I.D. No.: 49811 Address: 2100 Lonss Gap Road Carlisle, PA 17013 Telephone: 717/249-7717 Personal Representative ~4t Signature: Address: Todd Memorial Home, Room 36A Carlisle, PA 17013 Telephone: 717/249-1785 Dated: (See continuation page(s) (Attach additional sheets if necessary) Description attached) Value Total: 8,843.18 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Form #RW-? (199Z) Copyright (c) 1996 form software only CPSystems, inc. Estate of: Date of Death: County: Guy D. Glunt 09/07/2001 Cumberland INVENTORY CASH: PNC Bank, Savings Account #5003179301 5,078.18 PERSONAL PROPERTY: 1992 Buick Regal Sedan 3,765.00 5,078.18 3,765.00 TOTAL RECEIPTS OF PRINCIPAL ............... 8,843.18 -1- BUREAU OF ZN TAXES INHERTTANCE TAX D/VIS/ON DEPT. 280601 HARR/SBURG, PA 17128-060! COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-I$4? EX AFP (01-02) STEPHEN L BLOOM ESQ 2100 LONGS GAP RD CARLISLE CUT ALONG THIS LINE PA L17013 DATE 06-10-2002 ESTATE OF GLUNT DATE OF DEATH 09-07-2001 FILE NUMBER 21 02-0155 COUNTY CUMBERLAND ACN 101 Amount Remitted GUY MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA I7013 RETAIN LOWER PORTION FOR YOUR RECORDS ~ DISALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF GLUNT GUY D FILE NO. 21 02-0153 ACN 101 DATE 06-10-2002 TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1) 8. Stocks and Bonds (Schedule B) (8) 3. Closely Held Stock/PartnershAp Interest (Schedule C) (3) 4. Mortgages/Notes ReceAvable (Schedule D) (~) 5. Cash/Bank DeposAts/Nisc. Personal Property (Schedule E) ($) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tote1 Assets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Adm. Costs/MAsc. Expenses (Schedule H) (9) 10. Debts/Hortgage LAebAlit/es/LAens (Schedule I) (10) 11. Tote1 Deductions 12. Net Value of Tax Re*urn 8~8~3 .18 O0 O0 NOTE: To Ansura proper O0 credit to your account, 00 subeAt the upper pot*/on 00 of this fore with your tax payaant. O0 (8) .00 .00 15. lI. NOTE: ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rata 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of LAne 1~ a~ Sibling rata 18. Amount of L/ne 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) 8,8~+3.18 (11) . O§ (la) 8,8~3.18 Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Net Value of Estate Subject to Tax (lq) 8,8q3.18 If an assessment ffas 2ssued prev$ousZy, l$nes 1~, 15 and/or 16, 17, 18 and 19 ~$11 reflect fSgures that Anclude the total of ALL returns assessed to date. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (16) 8,8~3.18 X O0 = (16) .00 X 0~5= (17) . O0 X 12 = (18) .00 X 15 = (19}= AHOUNT PAID .00 .00 .00 .00 .00 TOTAL TAX CREDIT I I BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred tn possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonmealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act) Act 23 of 2000. (72 P.S. Section 9140). Detach the top portion of this Notice and submit Nith your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit) which was not requested on the Tax Return) may be requested by completing an "Application for Refund cf Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Hills) any of the 23 Revenue District Offices) or by calling the special Z4-hour ansHering service for forms ordering: 1-800-362-20502 services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --election to have the matter determined at audit of the account of tho personal representative) OR --appeal to the Orphans' Court. OR 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" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decsdant's death, a five percent (52) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid be~ora January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in tho same manner and in the the same tiao period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) 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 (6X) percent per annum calculated at a daily rate of .000164. Ail taxes which became delinquent on and after January 1, 1982 mill bear interest at a rate mhich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZDOZ are: Year Interest Rate Daily Interest Factor Year Interest Rata Daily Interest Factor m 1982 ZOZ .000548 1992 92 .000247 1983 162 .000458 1993-1994 77. .000192 1984 llZ .000301 1995-1998 92 .000247 1985 137. .000356 1999 72 .000192 1986 102 .000274 ZOO0 8Z .000219 1987 92 .000247 2001 92 .000247 1988-1991 IZZ .000301 2002 62 .000164 --Interest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPAZD X NUMBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculated. STEPHEN L. BLOOM ATTORNEY AND COUNSELLOR AT LAW 2100 LONGS GAP ROAD CARl. ISLE, PENNSYLVANIA 17013 717-249-7717 REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: Guy D. Glunt Date of Death: September 7, 2001 File No.: 21-02-0153 Social Security No.' 211-22-6876 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A. c, ?f the answer to No. 1 is Yes, state the following: ~.. ,a. Did the personal representative file a final account with the Court? Yes No x The separate Orphans' Court No. (if any)for the personal .~epresentative's account is: 'iL ~-: "Did the personal representative state an account informally to the parties in interest? Yes No x do Date: June 21, 2002 C ALASXEstates\8748-2statrpt. 1 Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Signature: ~~~2~~ Name: ~Stephe~ L. Bio--om, Esquir-'~"-~ Address: 2100 Longs Gap Road Carlisle, PA 17013 (717) 249-7717 Counsel for Personal Representative