HomeMy WebLinkAbout02-0159Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Emily J. Group No. 21-02-159
also known as
Social Security No. 208-24-1805
Petitioner(s), who is/are 18 years of age or older, apply(las) for:.
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executors
the Decedent, dated January 25, 1995 and codicil(s) dated
named in the Last Will of
State relevant circumstances, e.g., reflunciation, deeth of e~ecutor, etc.
Excep{ as follows, Decedent did no~ marry, was nct divorced, and did nct ha~e a child bom or adop{ed after e~ecution of the documents offered for pr(~)ate; was
net the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
(d.b.n.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 County, Pennsylvania, with his/her last family or principal
residence at 1815A Heishman Gardens, Carlisle, PennSylvania 17013
(list street, number and municipality)
Decedent, then 68
__ years of age, died January 16,
,20 02, at 1815A Heishman Gardens, Carlisle, PA
(Location)
Decedent at death owned property with esflrneted values as follows:
(If domiciled in PA) All personal properbj ................................ $ 35,500.00
(If not domiciled in PA) Personal property in Pennsylvania ............ $
(If not domiciled in PA) Personal property in County ................. $
Value of real estate in Pennsylvania ..................................... $ 45,780.00
Total ...................................................... $ 81,280.00
Real Estate situated as follows: 1815A Heishman Gardens, North Middleton Township, Cumberland County, pennsylvania
VVherefore, 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:
Typed or pdnted name and residence
Form RW-1 Page 1 of 2 (Da~hln Cour~f) - Rev, 9/92 /~'
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent,
Petitioner(s) will well and truly administer the e~rding to~/..) _/~~
Swom to and affirmed and subscribed .
before me this 8th day of
FEBRUARY 20 02
DECREE OF REGISTER
Estate of Emily J. Group,
also known as
Deceased No. 21-02-159
Social Secudty No: 208-24-1805 Date of Death: January 16, 2002
AND NOW, FEBRUARY 11 ,20 02 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [] Testamentary [] of Administration
d.b.n.c.t.; pendente gte; durante al~enlla; dm'ante minodtate
are hereby granted to Ronald A. Group and Randall M. Group
in the above estate and that the instrument(s) dated January 25, 1995
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ........................... $.
200.00
Short Certificate(s)..(4) ........$ 12.00
Renunciation .................. $ 5. oo
Affidavit ( ) ................. $
Extra Pages ( ) ............ $ 3.oo
Codicil ..........................$
JCP Fee ........................ $ .5. oo
Inventory ....................... $
Other ............................$
$ 225.00
TOTAL ................
Form RW-1 Page 2 o12 (Dauphin County) - Rev. 9/92
Attorney: Shaun E. O'Toole
I.D. No: 44797
Address: 2813 North Second Street
Harrisburg, Pennsylvania 17110
Telephone: (717) 213-6653
DATE FILED:
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
ff~ Local Registrar (J
P 8028125 JAN ! 8Z002
No. '~ Date
21-02-159
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
· F'.;fy ~,o nno,,, I'. p. 208 --24 -- 1805 1,. January 16, 2002
Cumb~land I~North Mlddleton 1815A He~hman G~de~ m~ ~"~.. ~ -
, ~ ~.~ ~- I White
18 ] 5A Heishman Gardens
Carlisle, PA 17013
,.. Raqmond Maat~n I,t Ruby Muaray
~ Mrs. Yvonne Kuhn l~ RR 2 Box 1014, Landisbw~9, PA 17040
i~ ~ ~..~.c,~
IL~-~. ~e.~
I~ Caem~o. Soeie~ o{I
I~. 41oo Jonestown ~, ~~, ~A 17109
ilo imm~dme
~.ll. Eml,
CAUI~ (O~lml o(, ,nlury c.
PA
"~ ~'~'*~'~ Co~lisle
,~.c~ Cumberland '~? ,,,O "-,,, -'
OU~ 10 ~FI AS A CONSEQUENCE (~'):
DUEII1D ~R AS A CO~tSEOUE NCE O~1:
[]
Register of Wills of Dauphin County, Pennsylvania
RENUNCIATION
Estate of Emily J. Group No. 21-02-159
also known as
The undersigned, son and dau.qhter
(Relationship) (Capacity)
the above Decedent, hereby renounce the dght to administer the estate and respectfully request that
Letters Testamentary
sons of the above Decedent.
Witness hand this
be issued to Ronald A. Group and Randall M. Group, both
day of /~U~-~(/ , 200~ /
~erald M. Group ~'~-(~ignature)
RR 1, Box 70
ne D. Kuhn
RD I Box 1014
Elliottsbur.q, PA 17024
(Address)
(SignatUre)
Landisbur.q, PA 17040
(Address)
(Signature)
Swom to or affirmed andQ~.,ubscdbed
before me this c~~/ day of
Notary Public
My Commission Expires: ~
(Signature and seal of N(~ery or o~her ofrmial
qualir~d to administer oal~s. Show date of
expiration of Nolary's commission.)
F(xm RW-4 (Dauphin County - Rev. 9/92)
(Address)
NOTE: Renunciations e~ecuted outside the Office of Register of
Wills are required in some counties to be notarized.
Register of Wills of Cumberland County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of Emily J. GrouP
also known as
, Deceased
No. 21-02-159
Allan W. Holman, Jr. and Carol V. Pontius
(each) a subscribing witness to the [] codicil(s) []will(s) presented herewith, (each) being duly
qualified according to law depose(s) and say(s) th'at she/he/they was/were present and saw the
above Testator(rix) sign the same and that she/he/they signed as a witness at the request of
Testator(rix) in his/her/their presence and [] in the presence of each other [] in the presence of the
other subscribing witness(es).
/ (Signature)
· / (Ad~ess)
Sworn to or affirmed and subscribed
/~_~
dayof
~'~ ~x--~ ~ , ~o ~ ,.
Comm, , n
be take~ by officer authorized to administer oaths.
Please have present the odginal c~ copy of Instrument(e)
at firrm o~ no[adzation.
21-02-159
EMILY J. GROUP
I, EMILY J. GROUP, of North Middleton Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and revoke any will previously
made by me.
ITEM I: I direct that my funeral expenses, grave marker and the costs of
the administration of my estate be paid out of the residue of my estate as soon as
may be convenient after my death.
ITEM I1: I direct that all taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid
from the residue of my estate as a part of the administration thereof, to the end
that no beneficiary hereunder, or any other person, shall be charged with or
required to pay any part of such taxes.
ITEM II1: I direct that my hereinafter named co-executors convert any
property that I may own at my death, whether real, personal or mixed, at either
private or public sale, whichever in their opinion is deemed best, hereby vesting
in said co-executors full power and authority to make, execute, acknowledge and
deliver good and sufficient deeds or assurances of title therefor, and the fund thus
created, ! bequeath to my chi!dren, Ronald A. Group, Gerald M. Group, Randall
M. Group and Yvonne D. Kuhn, in equal shares, per stirpes.
ITEM IV: I appoint my children, Ronald A. Group, Gerald M. Group,
Randall M. Group and Yvonne D. Kuhn, or the survivors thereof, co-executors of
this my Last Will.
ITEM V: I direct that my co-executors shall not be required to give bond for
the faithful performance of their duties in this or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this 25th day of
January, 1995.
The preceding instrument, consisting of this and one other typewritten
page, each identified by the signature of the testatrix, was on the day and date
thereof signed, published and declared by EMILY J. GROUP, the testatrix therein
named, as and for her Last Will, 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
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 001070
O'TOOLE SHAUN E
218 PINE ST
P O BOX 886
HARRISBURG, PA 17108
........ fold
ESTATE INFORMATION: SSN: 208-24-1805
FILE NUMBER: 2102-01 59
DECEDENT NAME: GROUP EMILY J
DATE OF PAYMENT: 04/15/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 01 / 16/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $2,900.00
TOTAL AMOUNT PAID:
$2,900.00
REMARKS: RONALD A & RANDALL M GROUP
C/O SHAUN E O'TOOLE, ESQUIRE
SEAL
CHECK# 1023
INITIALS: VZ
RECEIVED BY'
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
Law Office of
SHAUN E. O'TOOLE
2813 North Second Street
Harrisburg, Pennsylvania 17110
(717) 213-6653
Fax (717) 213-0272
June 6, 2002
Cumberland County Register of Wills
Cumberland County Courthouse
Hanover & High Streets
Carlisle, Pennsylvania 17103
Re:
Estate of Emily J. Group
21-02-00159
Dear Sir/Madam:
Enclosed are the following for the above-referenced estate:
(A) Pa. Rev.-1500 Inheritance Tax Return (original and one);
(B) Invemory;
(c)
Estate check (#1030) in the amount of $141.61, made payable to "Register
of Wills, Agent," representing payment of the Inheritance Tax Liability; and
(D)
Estate check (#1031) in the amount of $25.00 to cover the filing fees of
(A) and (B).
Kindly time stamp the enclosed copies of (A) and (B) and return them to me in the
enclosed envelope. Thank you for your assistance.
Very truly yo~
Shaun E. O'Toole c
~L=v. mo ~x ir, m
COMMOflREN.TH OF
PENNSYLVANIA
OEPA~ OF REVENUE
DEPT. 280601
HARRISBURG. PA t7128.0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FtLE HUMBER
21_02 00159
I-
:Z
UJ
W
UJ
Group, Emily J.
01/16/02 I 05/31/33
0F ;~"Pt.C~BU~ SURVlVIN~ ~ N~E ~J~ST, FIRST, ;~O UIDE~E IHrT~L)
N/A
208 - 24 - 1805
REGISTER OF WILLS
~13. ~ R~Wm (cam M~pK, or m 12-13-82)
r-'l 5. Federd Estate Tax Return Required
r"~ 11. Elect~ to tax under Sec. 9113(A) {~a~ s~ o)
~ Shaun E. O'Toole
FIRM NAME
~~213-6653
1. RealE~Jde(~chedu~eA) (1) $
2. ~todm end Bond8 (6d,,edule B) (2)
a. ~y~~, ~~p (3)
4. ~&~~(~o) (4)
(~ ~
8. ~ ~(~ (6)
7. ~-~T~&~~~ ~ ,
8. T~b~~ 1-~
9. F~~&~n~(~H) (9) $
~o. ~M~~~&~(~q 0o) $
11. T~~~O&10)
12. ~V~~8~ tl)
COMPLETE mG N)ORESS
2813 North Second Street
Harrisburg, Pennsylvania 17110
42~000.00 ~
13. Chadlable and Govemmental Baquads/Sec 9113 Tm~ for which an decl~on Io tax has n(X beafl
mlda (Schadde J)
14. Nat Valw Iklbj~t lo Tm((Line 12 rtiu. Line 13)
-0- :
-0-
40,579.19
-0-
9,920.80
1,675.23
(11)
(12)
03)
(14)
$ 82,579.19
$ 11,596,03
$ 70,983.16
-0-
$ 70,983.16
SEE I~ ON REVERSE SIDE FOR APPI.JCA~LE RATES
1.5. Amount ofUne 14 laxableathe qx~mltax $ 70,983.16 45
rm, or tmnde~ under Sec Off6 (8Xt.2) x .o (15)
16. Amounlc~Line 141axable atrmeal role x .0 06)
17. Amoum ofUne 14 tax4d~le at silY~ng rate x .12 (t7)
18. Amount of Une 14 tremble a~ cdlateral rote x .15 (18)
19. Tn Due (10)
$ 3,194.24
$ 3,194.24
arno,, ~r~,~ 1851A Heishman Gardens
em, Carlisle i S~TE PA I ~ 17013
Tax P~J~ents and Credits:
1. T~ Due (Page 1~ 1~
z ~
C. Dbco~
O) $ 3,194.24
2;900.00 :
152.63 Tolal Credils (^+ B + C) (2) 3,052.63
Told~(D+E} (3)
If Une 2 b _gre~r__ Utm Une 1 + Line 3, enlerthe difknmce. 'INs b I~ OVERPAYMBIT.
CI.~ I~ ~ I~ 1 Li~ 1~ I~..1~ a .~..d (4)
ItLkte 1 + Une 3 is g.~lsr I~n Une 2, en~r I~ dlll~sn~ TNs is Ihe TAX DUF_ (5)
~. Enler the inlemet on ~e tax due. (~)
6. finer ~ ~4~1 of Lir~ $ * r~ This b 1he ~JtlCE OUE. (58)
-0-
$ 141.61
-0-
$ 141.61
Make Check Payable to: REGISTER OF I~ILL$, AGENT
. .. ,.~ . :, : , .
PLEASE ANSWER THE FOLLOIMNG GUES1K)NS BY PLACNJG AN 'X" IN THE APPROPRIATE BLOCKS
1. 0id ~ make a tlmmkrand: Yea No
b. rmi. ~ ~ ~ ~.,~o md u. ~ ~ m~med.ri~ ~ .......................... [] ~
F'fliE NIS&~ TO NIY OF THE ABOVE ~ IS YES, YOU IIUST ~ ~ 6 AND RLE iT AS PART OF THE RETUIlN.
- ~'-~-~-:-:-~ 2813 Norih Second Street
Harrisburg, PA 17110
F~ dm~ ddmh m or d~rJW 1, 2000:
or e IIq~ ol'lhe ddld b m ['/2 p.8. ~lltflG~iXl j~
'titular m~B ~ Off 1he fid value dlrimbr8 k) cr ~ he use d Ihe Gb~Ga~stmd i b 4~ ~ M ~ h 72 R& ~1~1~ ~ R~ ~11~aXl~
k~ t~O~kl~O/te' ~- - ' kllm~ b er kx' be use ' gte ~ aifo&'tgs is 121(, ['/2 P.S. ~6116(a)(t3~ A ~ ~ ~ ~ ~ 91=..
INHERITANCE TAX RET~
E~rATE OF
ESTATE OF EMILY J. GROUP
SCHEDULEA
REAL ESTATE
FILE NUMBER
21-2002-0159
AH read ~6~,~f oi~md amiely or as a tenant in common must be reporled at fair manet value. Fair mad~t value is defined as the price at which property would be exchanged
between a wiling buyer and a wiling seler, neilher beln9 compeled to buy or sell, both having reasonable ~ of the ~ ~, Real propmly which is joinUy-owned with right of
e dlldaeed m ~edule F.
mldelmm I
rrEM
NUMBER
Personal Residence
185 lA Heishman Gardens
Carlisle, Pennsylvania 17013
TOTAL (Nso enter on line 1, Recapitulalion $
(If ~(.-e space is needed, insert additional sheets of the same size)
VALUE AT DATE
OF DEATH
$ 42,000.00
42,000.00
A. U.S. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT
SETTLEMENT STATEMENT
Phone:
SECURED LAND
TRANSFERS, INC.
5006 East Trindle Road
Suite 203
Mechanicsburg, PA 17055
(717) 591-8500 FAX: (717) 591-8506
OMB No. 2502-0265
TITLEPRO
B. TYPE OF LOAN
1 I ~ FHA 2. [ J FMHA 3. ! J OONV. UNINS.
4~[ IVA 5.[ ]CONV. INS.
S. FILE NUI~iF.R: I 7. LOAN NLII~BER;
503758
8. MORT INS. CASE NO...
C. NOTE: This lorm is tumished to give you a statement ot actual settlemenl costs. Amounts paid to and by the settlement agenl are shown. Items marked
D. NAME AND .aDDRESS OF BORROWER:
'(p.o.c.)' were paid outside the closing; they are shown here for intormalionai purposes and are not included in the totals.
Dianne E. Hayes
G. PROPERTY LOCATION:
1815A Heishman Gardens D:
N. Middleton TOWNSHIP
CUMBERLAND County
E. NAME AND ADDRESS OF SELLER:
Estate of Emily J. Group
K NAME AND ADDRESS OF LENDER:
CASH
H. SETTLEMENT AGENT:
Secured Land Transfers, Inc.
PLACE OF SETTLEMENT:
1068 Harrisburs.Pike' Carlisle, PA 17013
I. SETTLEMENT DATE:
06/06/02
J. SUMMARY OF BORROWER'S TRANSACTION:
tee. GRO~',S AMOUNT DUE FROM BORROWER
lol. Contract sales price
lO2. Pers(mai property
10a. Settlement charges to borrower (line 1400)
Adj,_,~tmenls for items paid by seller in advance
sos. City/Town mx to
107. County tax 06/06/02~o 12/31/02i
lO8. Assessments to
,~. Schoo~ 06/06/02~ 06/30/02i
110.
Ill.
112.
12o. GROSS AMOUNT DUE FROM BORROWER
,200. AMOUNT8 PAID BY OR IN BEHALF OF BORROWER
~Ol. Deposit or earnest money
202. Principal amounl of new loan(s)
203. Existing Io~(s) tekan subject to
205.
Adjustments for items unpaid by seller
210. City/Town tax
211. Counly tax
~12. Assessments
214,
215.
216.
217.
218.
42000.00
1054.50
220. TOTAL PAID BY/FOR BORROWER
81.65
30.85
43167.00
2000.00
K. SUMMARY OF SELLER'S TRANSACTION:
4ee. GROSS AMOUNT DUE TO SELLER
4ol.Conlract sales price
4o2. Parsonai proper~y
403.
404.
405.
Adjustments for items p~d by seller in acivance
406. City/Town lax 10 i
407. Countytax 06/06/02~o 12/31/02
40~. Assessments to
: 4ee. s~b<~ 06/06/02~306/30/02t
410. to
411.
412.
4~. GROSS AMOUNT DUE TO SELLER
see. REDUCTIONS IN AMOUNT DUE TO ss::t ~ FR
.Excess deposit (see instmclions)
81.65
30.85
42112.50
~o2.S,,!!_..,~-,e~t charges to eerier(line 1400) 4009.76 [
~e'~.Exis~ing k)an(e) taken subject to
so4.Payoff ot First Mortgage Loan
NONE
~05.Payoff of Second Mortgage Loan
507.
508.
509.
Adjustments for items unpaid i- , seller
510. Clty/Town tax to
511.County tax lo
512. A ,,,e,_ !~eflls to
513. School
518.
519.
4009.
2000.00 $2o. TOTAL REDUCTION AMOUNT DUE SELLER
COUUONWEN.TH OF PENNSYI.VANIA
INHERITANCE TAX RETURN
E,~'rA~ OF
ESTATE OF EMILY J. GROUP
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
RLE NUMBER
21-2002-0159
NUMBER
e
DESCRIPTION
M&T Bank
-- Savings Account #623695
Statement attached
M&T Bank
-- Checking Account #15004200125638
Statement attached
M&T Bank
-- Certificate of Deposit #31003910617679
Statement attached
M&T Bank
-- Certificate of Deposit #31003910617702
Statement attached
M&T Bank
-- Certificate of Deposit #35004200217542
Statement attached
M&T Bank
-- Certificate of Deposit #31003910717560
Statement attached
Automobile
-- 1993 Ford Tempo
Erie Insurance
-- Refund of automobile insurance
TOTAL (Also enter on line 5,
(If more space is needed, ir, se6 addiiiunal sheets of the same size)
VALUE AT DATE
OF DEATH
$ 7,583.44
5,093.48
5,163.26
5,675.16
9,245.77
5,250.08
2,500.00
68.00
$ 40,579.19
M kTBank
March 26, 2002
Estate Search
The Estate of:
Date of Death (D.O.D.)
To Whom It May Concern:
EMILY J GROUP
1/16/2002
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account Account Number Account Title Opening Branch D.O.D.
Type Balances
(Includes Accr.
Int.)
CHK 623695 EMILY J GROUP 4335 $7583.44 $.00
OPENED 8/83
SAV 15004200125638 EMILY J GROUP 4335 $5089.86 $3.62
OPENED 12/83
CD 31003910617679 EMILY J GROUP 4335 $5081.63 $81.63
OPENED 1/00
CD 31003910617702 EMILY J GROUP 4335 $5661.83 $13.33
OPENED 1/00
CD 35004200217542 EMILY J GROUP 4335 $9233.74 $12.03
OPENED 3/99
CD 31003910717560 EMILY J GROUP 4335 $5125.04 $125.04
OPENED 3/00
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
Accrued Interest
NO Safe Deposit Box rifled in the Decedent's name existed at our office.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Sincerely,
M&T BANK CORPORATION
Authorize~dt'SCignature
DATE:
COMMONWF. A~TH OF PENN~I.VANIA
INHI3RITANCE TAX RETU~I
~-~ATE OF
ESTATE OF EMILY J. GROUP
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Deb~ of _~__d~bnt mum be re~xted on $=hedule I.
I
FILE NUMBER
ITEM
NUMBER
Ao
e
FUNERAL EXPENSES:
Rice Memorials
-- Headstone engraving
DESCRIPTION
ADMINISTRATIVE COSTS:
Persmal RelXeSmta~ s Commissions
Name of Pemmml Represental~ve (s)
Social Secu~ Numbers) / EIN Number of Pemmal Represmtalive(s)
Zip
sta~
Year(s) Commission Paid:
Attorney Fees
Family F.~emplion: (If dec~dmt s a~&-ess is no~ ihe same as daknant s, al~Yn expbnalJon)
Claknanl
TOTAL (Nso enter on line 9, Re~__.pitulalion) $
Rebbx~ship of Clalrr~t to Decedent
Probate Fees
Accountant s Fees
Tax Return Preparer s Fees
The Sentinel
-- Advertisement, sale of house
The Sentinel
-- Advertisement of grant of letters
Cumberland County Legal Journal
-- Advertisement of grant of letters
(If,~(~-e space is nec-.G~l, insat additional sheets of lhe same size)
90.00
4,850.00
240.00
86.50
93.83
75.00
10.
11.
12.
13.
14.
15.
PPL
-- Electric for residence
Robin K. Sollenberger
-- Real property taxes
Carlisle Suburban Authority
-- Water & sewer
Erie Insurance Group
-- Homeowners Policy
Jack Gaughn
-- Realty Commission
Real estate closing costs
TOTAL
194.44
140.42
140.85
43.00
3,000.00
1,009.76
$ 9,920.80
i~'Y-1512 EX * (1-97) (I) ~
INHIg~E TAX ~
~A~ ~
ESTA~ OF E~LY J. GRO~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILENUIABER
if EM
NUMBER DESCRIPTION AMOUNT
1. $ 82.17
e
e
e
Sprint
-- Final telephone bill
Yellow Breaches EMS, Inc.
-- Ambulance Service
Nursefinder
-- Nursing care
PPL
-- Electric
Carlisle Region Medical Center
-- Uninsured medical expenses
MBNA America
-- Credit card
114.09
845.16
101.01
46.85
485.95
TOTAL (Also enter on line 10, RecapitulaUo~) $ 1,675.23
(if mom space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
E~¥ATE OF
ESTATE OF EMILY J. GROUP
BENEFICIARIES
r
FILE NUMBER
21-2002-0159
RELATIONSHIP TO DECEDENT AM(XJNT OR SHARE
NUMBER NAME AND ADORESS OF PERSON(S) RECENING PROPERTY Do Not List Tr,__,s',_~_(s) OF ESTATE
i
1.
25
5
5
TAXABLE DISTRIBUTIONS [include ouirlgi~ spousal dis~butlons, and transfers under
Sec. 9116 (a) (1.2)]
Ronald A. Group
RR1, Box 117-2
Loysville, Pennsylvania 17047
Gerald M. Group
RR1, Box 70
Elliottsburg, Pennsylvania 17024
Raadall A. Group
RR2, Box 15A
Green Park, Pennsylvania 17024
Yvonne D. Kuhn
RD 1, Box 1014
Landisburg, Pennsylvania 17040.
Son
Son
Son
Daughter
1/4
1/4
1/4
1/4
ENTER DOU.AR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 18, AS AF~oROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTFeBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
(If ;7.~-e space is needed, insert additional sheets of the same size)
TOTAL OF PART !1 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
EMILY J. GROUP
I, EMILY J. GROUP, of North Middleton Township, Cumberland County,
Pennsylvania, declare this to be my Last Will and revoke any will previously
made by me.
ITEM i: i direct that my funeral expenses, grove marker and the costs of
the administration of my estate be paid out of the residue of my estate as soon as
may be convenient after my death.
ITEM I1: I direct that all taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction imposed, shall be paid
from the residue of my estate as a part of the administration thereof, to the end
that no beneficiary hereunder, or any other person, shall be charged with or
required to pay any part of such taxes.
ITEM II1: I direct that my hereinafter named co-executors convert any
property that I may own at my death, whether real, personal or mixed, at either
private or public sale, whichever in their opinion is deemed best, hereby vesting
in said co-executors full power and authority to make, execute, acknowledge and
deliver good and sufficient deeds or assurances of title therefor, and the fund thus
c,"eated, I bequeath to my children; RonaJd A. Group, Gerald. M. GrOup, Randall
M. Group and Yvonne D. Kuhn, in equal shares, per stirpes.
ITEM IV: I appoint my children, Ronald A. Group, Gerald M. Group,
Randall M. Group and Yvonne D. Kuhn, or the survivors thereof, co-executors of
this my Last Will.
ITEM V: i direct that my co-executors shall not be required to give bond for
the faithful performance of their duties in this or in any other jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand this 25th day of
January, 1995.
The preceding instrument, consisting of this and one other typewriffen
page, each identified by the signature of the testatrix, was on the day and date
thereof signed, published and declared by EMILY J. GROUP, the testatrix therein
named, as and for her Last Will, 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.
Register of Wills of CUMBERLAND County, Pennsylvania
INVENTORY
Estate of Emily J. Group
also known as
DeceasedSocial Security No.
208-24-1805
No. 00159 of 2002
Date of Death Januaw 16, 2002
Personal Representatfl/e(s) of the above Estate, deceased, vedfy that Ihs items appearing in Ihs following inventory include all of the personal
assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that Ihs valuation placed opposite
each item of said Inventory represents its fair value as of the date of the Decedenrs death, and that Decedent owned no real estate outside
of the Comrtmm~ealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements
made in this Inventor, are tree and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S.
Section 4904 re~ating to unswom falsification to authorities.
Name of ~ Personal Reoresentative:
^ttomev: Shaun E. Oq'oole .~,~,n
~.D. No.: 44797 Ronald A. Group & Randall M. Group
^~dr~: 2813 North Second Street Dated
Tal,~=ne: (717) 213-6653
(1) Personal Residence
1851A Heishman Gardens
Carlisle, Pennsylvania 17013
(2) Automobile
-- 1993 Ford Tempo
(3) Erie Insurance
-- Refund of auto insurance
M&T Bank Accounts
(4) Savings Account #623695
(5) Checking Account #15004200125638
(6) Certificate of Deposit #31003910617679
(7) Certificate of Deposit #31003910617702
(8) Certificate of Deposit #35004200217542
(9) Certificate of Deposit #31003910717560
(Attach Additional Sheets if necessary)
Value
$ 42,000.00
2,500.00
68.00
7,583.44
5,093.48
5,163.26
5,675.16
9,245.77
5,250.08
Total: $ 82,579.19
NOTE: The ~ ofreal estate outside the ~th of Pennsyiva~ia may, at the electioo ofthe persooal representative, include fire value ofcach item, but such
figures should not be ex'ten&~ into the to~ ofthe Inventory.
Form RW-7 (Dauph~ County - Rev,
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 001276
O'TOOLE SHAUN E
218 PINE ST
P O BOX 886
HARRISBURG, PA 17108
........ fold
ESTATE INFORMATION: SSN: 208-24-1805
FILE NUMBER: 2102-01 59
DECEDENT NAME: GROUP EMILY J
DATE OF PAYMENT: 06/10/2002
POSTMARK DATE: 06/07/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 01 / 16/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $141.61
TOTAL AMOUNT PAID:
$141.61
REMARKS: C/O RANDALL A GROUP
SEAL
CHECK# 1030
INITIALS: CW
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF ZNDZVZDUAL TAXES
'rNHERZTANCE TAX DZVTSTON
DEPT. ?80601
HARRTSBURG, PA 17128-0601
COHNONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLO#ANCE OR DZSALLOHANCE
OF DEDUCTZONS AND ASSESSHENT OF TAX
REV-15¢i7 EX AFP
SHAUN E OTOOLE
2815 N 2ND ST
H~G ~'
PA 17110
DATE 07-22-2002
ESTATE OF GROUP
DATE OF DEATH 01-16-Z002
FZLE NUHBER 21 02-0159
COUNTY CUHBERLAND
ACN 101
I Amoun~ Ram/**ad
EHZLY J
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGZSTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLZSLE, PA 17015
CUT ALONG THZS LZNE ~-- RETAZN LOWER PORTZON FOR YOUR RECORDS -4
REV-1547 EX AFP (01-02) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR
DZSALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF GROUP EHZLY J FZLE NO. 21 02-0159 ACN 101 DATE 07-22-2002
TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED
RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORTGTNAL RETURN
1. Real Es~a~e (Schedule A) (1)
2. S~ocks and Bonds (Schedule
$. Closely Held S~:ock/Par~narship Zn~eres~ (Schedule C) ($)
~. Not,gages/No,es Receivable (Schedule D) ((~)
$. Cash/Bank DeposL~s/HLsc. Personal Proper~y (Schedule E)
6. Jo/n~:ly Owned Propar~y (Schedule F) (6]
7. Transfers (Schedule G) (7)
8. To~al Asse~s
APPROVED DEDUCTXONS AND EXENPTXONS:
9. Funeral Expenses~Ada. Costs/Misc. Expanses (Schedule H) (9)
10. Deb~s/Mor~¢gage Liabil~:ies/Liens (Schedule Z) (10)
11. To*al Deduc*/ons
12. Ne'k Value of Tax Re'lcurn
42~000
40~579
.19
O0
00 NOTE: To insure proper
O0 credi~ ~o your account,
O0 submi~ ~he upper portion
O0 of ~his form wi~h your
~ax payment.
O0
(8)
9,920.80
15.
1~.
NOTE:
82,579.19
RECE/PT
NUMBER
CD001070
CD001276
DZ$COUNT (+)
ZNTEREST/PEN PAZD (-)
152.65
.00
TAX CREDXTS:
PAYMENT
DATE
04-15-2002
06-07-2002
AHOUNT PAZD
2,900.00
141.61
TOTAL TAX CREDZT
BALANCE OF TAX DUE
ZNTEREST AND PEN.
TOTAL DUE
Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (15)
Na~: Value of Es~:a~a Subject: ~:o Tax (lq) 70,985.16
Z~ an assessment was issued prevLously, lines 14, 15 and/or 16, 17, 18 and 19 will
.00
.00
5,194.24
.00
.00
5,194.24
ZF PA/D AFTER DATE ZNDZCATED, SEE REVERSE
FOR CALCULATZON OF ADD/TZONAL ZNTEREST.
.00
.00
.00
( XF TOTAL DUE XS LESS THAN $1, NO PAYMENT ZS RE~UZRED.
IF TOTAL DUE XS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SXDE OF THIS FORM FOR INSTRUCTIONS.)
reflect figures that lnclude the total of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amoun~ of Line lq a~ Spousal ra~e (15) .00 X O0 =
16. Amoun~ of Line 1~ ~axable a~ Lineal/Class A ra~e (16) 70,985.16 X 045 =
17. Amoun~ of Line 1~ a~ Sibling ra~e (17) .00 X ~2 =
18. Amoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e (18) .00 X ~5 =
19. Principal Tax Due (19)=
1~675.25
(11) 11.596.0~
(~a) 70,985.16
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND [CR):
OBJECTIONS:
ADNZN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
lifo or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class 8 (coIIataral) rata on any such future interest.
To ~ulfi11 the requirements of Saction ZI~O of the Inheritance and Estate Tax Act, Act 25 of 2000. (TI P.So
Section 91~0).
Detach tha top portion of this Notice and submit with your payment to the Register of Hills printed on tho reverse side.
--Hake check or money order payable to: REGISTER OF NILES, AGENT
A rafund of a tax credit, which was not requested on tho Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritanca and Estate Tax" [REV-1515). Applications era available at the Offica
of the Register of Hills, any of the Z5 Revenue District Officas, or by calling tho special 2q-hour
ansaaring service for forms ordaring: 1-800-56Z-ZO50~ services for taxpayers .ith specie1 hearing and / or
speaking needs: 1-800-q~7-50ZO iTT only).
Any party in interest not satisfied with the appraisement, allowanca, or disalloeance of deductions, or assessmant
of tax (including discount or interest) as shown on this Notice must object within sixty [60) days of receipt of
this Notice by:
--erittan protest to the PA Dapart.ent of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 17128-lOZ1, OR
--election to have tha .attar determined at audit af the accsunt of the personal raprasantativo, 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 Revise Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1SO1) for an explanation of administratively correctable errors.
If any tax due is paid within three [5) calendar months after the dacedant's death, a five percent [JZ) discount of
tho tax paid is allowed.
The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interast assessed, and not
paid before January 18, 1996, tho first day after tho end of the tax amnesty period. This non-participation
penalty is appealable in fha same manner and in fha the same tiao period as you would appeal the tax and interest
that has been assessed as indicatad on this notice.
Interest is charged beginning with first day of delinquency, or nina (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 (SI) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and attar
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year eith that rate
announced by tha PA Department of Revenue. The applicable interest rates for 198Z through ZOO2 are:
Year Interest Rats Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 ZOZ . O005~8 1992 9Z . O00Zq7
1983 16Z . O00q38 1995-199q 77. . O0019Z
198~ IIZ .000301 1995-1998 9Z . OOOZ~7
1985 15Z .000356 1999 72 .00019Z
1986 107. . O0027~ ZOO0 8Z .000Z19
1987 97. .000Z¢7 2001 9Z .O00Zq7
1988-1991 llZ .OOO30l goo2 6Z .00016~
--Interest is calculated as folloes:
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 tha assessment. If payment is sade after tha interest computation date shown on tha
Notice, additional interest must be calculated.
STATUS REPORT UNDER RULE 6.12
Name of Decedent:Emily J. Group
Date of Death: January 16, 2002
Will No. 00159 of 2002 Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes 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:
a. Did the personal representative file a final
account with the Court? 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
Cerk of the Orphans' Court and may be attached to this report.
Date:
,6~lgnature /
(MAH:rmf/AM3)
Shaun E. O'Toole
Name (Please type or print)
2813 North Second Street
Harrisburg, PA 17110
Address
(717) 213-6653
Tel. No.
Capacity:
X
__Personal Representative
__Counsel for personal
representative